Ticker: OCTH CUSIP: 45783Y525 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Valtinson Bruner Financial Planning LLC | 16,533 | $396 |
| WINNOW WEALTH LLC | 5,348 | $128 |
| Foundations Investment Advisors, LLC | 10,803 | $259 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,743 | $305 |
| Ronald Blue Trust, Inc. | 3,040 | $73 |
| Pinnacle Wealth Planning Services, Inc. | 633 | $15 |
| OSAIC HOLDINGS, INC. | 122 | $3 |
| AE Wealth Management LLC | 94 | $2 |
| UBS Group AG | 35 | $1 |
| Wealth Watch Advisors, INC | 28 | $1 |
| Motiv8 Investments LLC | 1,787 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Whipplewood Advisors, LLC | 30,828 | 31,643 | +815 (+2.6%) |
| Sunbelt Securities, Inc. | 13,741 | 14,163 | +422 (+3.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,963 | 10,798 | +835 (+8.4%) |
| Allworth Financial LP | 10,715 | 10,866 | +151 (+1.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 48,671 | 45,002 | -3,669 (-7.5%) |
| HARBOUR INVESTMENTS, INC. | 173,429 | 134,548 | -38,881 (-22.4%) |
| Trek Financial, LLC | 46,287 | 39,825 | -6,462 (-14.0%) |
| Wealthspire Retirement, LLC | 22,020 | 19,900 | -2,120 (-9.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | 1,475 | $35 |