Ticker: ZJUN CUSIP: 45784N643 Class: EQUITY DEFND 1YR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BROWN WEALTH MANAGEMENT, LLC | 39,181 | $1,052 |
| KFG WEALTH MANAGEMENT, LLC | 10,348 | $278 |
| Triumph Capital Management | 700 | $19 |
| BARCLAYS PLC | 2,601 | $70 |
| OPTIMA CAPITAL LLC | 194 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| VanWeelden Wealth Management, LLC | 510,237 | 526,129 | +15,892 (+3.1%) |
| RAYMOND JAMES FINANCIAL INC | 11,829 | 13,429 | +1,600 (+13.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Integrity Advisory Solutions, LLC | 34,468 | 30,643 | -3,825 (-11.1%) |
| HARBOUR INVESTMENTS, INC. | 20,784 | 4,990 | -15,794 (-76.0%) |
| OLD MISSION CAPITAL LLC | 27,206 | 16,578 | -10,628 (-39.1%) |
| Ausdal Financial Partners, Inc. | 11,407 | 7,528 | -3,879 (-34.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 578,035 | 516,555 | -61,480 (-10.6%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,612 | 12,126 | -21,486 (-63.9%) |
| Noble Wealth Management PBC | 1,000 | 600 | -400 (-40.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 53,803 | 42,007 | -11,796 (-21.9%) |
| OSAIC HOLDINGS, INC. | 25,504 | 24,268 | -1,236 (-4.8%) |
| CreativeOne Wealth, LLC | 48,726 | 48,158 | -568 (-1.2%) |
| Kestra Advisory Services, LLC | 42,394 | 41,558 | -836 (-2.0%) |
| JPMORGAN CHASE & CO | 947 | 155 | -792 (-83.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mach-1 Financial Group, LLC | 34,468 | $913 |
| Allegiance Financial Group Advisory Services LLC | 14,475 | $383 |
| Advisory Services Network, LLC | 6,690 | $177 |
| CITADEL ADVISORS LLC | 24,068 | $637 |
| UBS Group AG | 133 | $4 |