Ticker: XUSP CUSIP: 45783Y699 Class: UNCAPPED ACCLRTD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SRS Capital Advisors, Inc. | 33,408 | $1,587 |
| Brookstone Capital Management | 4,620 | $219 |
| JPMORGAN CHASE & CO | 555 | $26 |
| MORGAN STANLEY | 6 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 20,848 | 23,063 | +2,215 (+10.6%) |
| Farther Finance Advisors, LLC | 250,741 | 272,984 | +22,243 (+8.9%) |
| OLD MISSION CAPITAL LLC | 24,051 | 36,205 | +12,154 (+50.5%) |
| ALERUS FINANCIAL NA | 2,330 | 3,157 | +827 (+35.5%) |
| IFS Advisors, LLC | 2,196 | 2,282 | +86 (+3.9%) |
| RAYMOND JAMES FINANCIAL INC | 12,733 | 13,400 | +667 (+5.2%) |
| Trek Financial, LLC | 9,476 | 9,732 | +256 (+2.7%) |
| IFP Advisors, Inc | 975 | 1,098 | +123 (+12.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 90,458 | 86,067 | -4,391 (-4.9%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 62,795 | 46,180 | -16,615 (-26.5%) |
| Seros Financial, LLC | 7,008 | 6,079 | -929 (-13.3%) |
| HFG Wealth Management, LLC | 12,626 | 11,997 | -629 (-5.0%) |
| CITADEL ADVISORS LLC | 24,338 | 5,171 | -19,167 (-78.8%) |
| BARCLAYS PLC | 4,947 | 353 | -4,594 (-92.9%) |
| Sunbelt Securities, Inc. | 4,545 | 4,295 | -250 (-5.5%) |
| OSAIC HOLDINGS, INC. | 3,116 | 2,749 | -367 (-11.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 4,422 | $206 |