Ticker: JULH CUSIP: 45783Y582 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WINNOW WEALTH LLC | 5,109 | $128 |
| Kestra Advisory Services, LLC | 4,291 | $107 |
| Pinnacle Wealth Planning Services, Inc. | 33 | $1 |
| Wealth Watch Advisors, INC | 26 | $1 |
| Motiv8 Investments LLC | 1,690 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | 20,657 | 36,679 | +16,022 (+77.6%) |
| Maia Wealth LLC | 32,879 | 33,550 | +671 (+2.0%) |
| World Investment Advisors | 84,479 | 85,994 | +1,515 (+1.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 22,562 | 23,680 | +1,118 (+5.0%) |
| Farther Finance Advisors, LLC | 361 | 573 | +212 (+58.7%) |
| OSAIC HOLDINGS, INC. | 75 | 189 | +114 (+152.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Luminist Capital LLC | 1,938 | 1,591 | -347 (-17.9%) |
| Sunbelt Securities, Inc. | 11,085 | 9,287 | -1,798 (-16.2%) |
| RAYMOND JAMES FINANCIAL INC | 29,119 | 26,475 | -2,644 (-9.1%) |
| Accurate Wealth Management, LLC | 12,816 | 12,616 | -200 (-1.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,150 | $204 |
| PRINCIPAL SECURITIES, INC. | 3,201 | $80 |