Ticker: XBOC CUSIP: 45783Y848 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Brookstone Capital Management | 28,951 | $971 |
| Pinnacle Wealth Planning Services, Inc. | 1,312 | $44 |
| Lido Advisors, LLC | 11,582 | $389 |
| JPMORGAN CHASE & CO | 648 | $22 |
| UBS Group AG | 13 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Triad Wealth Partners, LLC | 9,747 | 15,681 | +5,934 (+60.9%) |
| IFP Advisors, Inc | 702 | 19,217 | +18,515 (+2637.5%) |
| CoreCap Advisors, LLC | 366 | 11,296 | +10,930 (+2986.3%) |
| Farther Finance Advisors, LLC | 200 | 22,075 | +21,875 (+10937.5%) |
| DHJJ Financial Advisors, Ltd. | 5,740 | 6,775 | +1,035 (+18.0%) |
| Brookwood Investment Group LLC | 47,241 | 48,427 | +1,186 (+2.5%) |
| Foundations Investment Advisors, LLC | 6,258 | 11,134 | +4,876 (+77.9%) |
| Brinker Capital Investments, LLC | 41,433 | 47,630 | +6,197 (+15.0%) |
| Kestra Advisory Services, LLC | 19,036 | 23,278 | +4,242 (+22.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 62,616 | 71,595 | +8,979 (+14.3%) |
| HighTower Advisors, LLC | 98,460 | 103,045 | +4,585 (+4.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 19,061 | 23,142 | +4,081 (+21.4%) |
| Atria Investments, Inc | 27,266 | 29,177 | +1,911 (+7.0%) |
| BARCLAYS PLC | 1 | 63 | +62 (+6200.0%) |
| CWM, LLC | 30,683 | 33,060 | +2,377 (+7.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Millington Financial Advisors, LLC | 76,544 | 72,347 | -4,197 (-5.5%) |
| OLD MISSION CAPITAL LLC | 72,168 | 8,594 | -63,574 (-88.1%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 113,591 | 110,569 | -3,022 (-2.7%) |
| Encompass More Asset Management | 40,732 | 38,622 | -2,110 (-5.2%) |
| CRA Financial Services, LLC | 22,665 | 20,040 | -2,625 (-11.6%) |
| Sunbelt Securities, Inc. | 28,500 | 25,703 | -2,797 (-9.8%) |
| Orion Capital Management LLC | 7,040 | 6,340 | -700 (-9.9%) |
| OSAIC HOLDINGS, INC. | 147,630 | 116,418 | -31,212 (-21.1%) |
| Cetera Investment Advisers | 197,294 | 188,033 | -9,261 (-4.7%) |
| Steward Partners Investment Advisory, LLC | 815 | 324 | -491 (-60.2%) |
| AE Wealth Management LLC | 1,936 | 1,835 | -101 (-5.2%) |
| CENTAURUS FINANCIAL, INC. | 18,980 | 17,489 | -1,491 (-7.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Gradient Investments LLC | 12,206 | $400 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 158,583 | $5,202 |
| CITADEL ADVISORS LLC | 27,987 | $918 |