Ticker: XLG CUSIP: 46137V233 Class: S&P 500 TOP 50
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Oxford Wealth Group, LLC | 211,348 | $12,529 |
| WIN ADVISORS, INC | 50,907 | $3,018 |
| Archer Investment Management, LLC | 36,513 | $2,164 |
| Almanack Investment Partners, LLC. | 103,851 | $6,156 |
| Retireful, LLC | 13,650 | $814 |
| RiverTree Advisors, LLC | 21,809 | $1,293 |
| Optivise Advisory Services LLC | 23,858 | $1,414 |
| Baring Financial LLC | 19,323 | $1,145 |
| Hershey Financial Advisers, LLC | 9,845 | $584 |
| MAGNOLIA CAPITAL ADVISORS LLC | 31,134 | $1,846 |
| NOVUS ADVISORS, LLC | 3,547 | $210 |
| XY Planning Network, Inc. | 33,263 | $1,972 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 573,072 | $33,972 |
| Latitude Advisors, LLC | 7,986 | $473 |
| Oregon Pacific Wealth Management, LLC | 3,617 | $214 |
| PACIFIC FINANCIAL GROUP INC | 4,427 | $262 |
| WESPAC Advisors, LLC | 4,027 | $239 |
| Goldstone Financial Group, LLC | 14,581 | $864 |
| Kingdom Financial Group LLC. | 4,705 | $279 |
| Western Financial Corp/CA | 4,400 | $261 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Stonebrook Private Inc. | 254,509 | 352,065 | +97,556 (+38.3%) |
| FFG RETIREMENT ADVISORS LLC | 59,426 | 84,754 | +25,328 (+42.6%) |
| Elevation Capital Advisory, LLC | 128,287 | 161,707 | +33,420 (+26.1%) |
| Seros Financial, LLC | 136,129 | 161,359 | +25,230 (+18.5%) |
| Pinnacle Family Advisors, LLC | 80,372 | 105,992 | +25,620 (+31.9%) |
| Demars Financial Group, LLC | 767,505 | 795,098 | +27,593 (+3.6%) |
| Cedar Wealth Management, LLC | 541,680 | 567,653 | +25,973 (+4.8%) |
| Lifelong Wealth Advisors, Inc. | 59,016 | 124,132 | +65,116 (+110.3%) |
| WealthTrak Capital Management LLC | 45,962 | 61,626 | +15,664 (+34.1%) |
| MEANS INVESTMENT CO., INC. | 1,396,283 | 1,464,216 | +67,933 (+4.9%) |
| POM Investment Strategies, LLC | 246,792 | 258,095 | +11,303 (+4.6%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 543,511 | 668,465 | +124,954 (+23.0%) |
| Aspire Capital Advisors LLC | 133,700 | 169,834 | +36,134 (+27.0%) |
| Hobbs Wealth Management, LLC | 155,319 | 157,257 | +1,938 (+1.2%) |
| FLAGSHIP WEALTH ADVISORS, LLC | 56,938 | 100,195 | +43,257 (+76.0%) |
| McNaughton Wealth Management, LLC | 159,205 | 166,928 | +7,723 (+4.9%) |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P | 188,268 | 252,643 | +64,375 (+34.2%) |
| Horst & Graben Wealth Management LLC | 404,356 | 421,968 | +17,612 (+4.4%) |
| M1 Capital Management LLC | 71,828 | 87,813 | +15,985 (+22.3%) |
| Advocacy Wealth Management Services, LLC | 1,094,754 | 1,152,408 | +57,654 (+5.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 1,353,307 | 84,420 | -1,268,887 (-93.8%) |
| Principle Wealth Partners LLC | 2,741,301 | 2,467,017 | -274,284 (-10.0%) |
| Centennial Bank/AR/ | 102,975 | 53,750 | -49,225 (-47.8%) |
| Cyr Financial Inc. | 243,250 | 230,937 | -12,313 (-5.1%) |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 180,861 | 161,674 | -19,187 (-10.6%) |
| City Center Advisors, LLC | 66,871 | 62,051 | -4,820 (-7.2%) |
| ASHTON THOMAS SECURITIES, LLC | 351,160 | 340,506 | -10,654 (-3.0%) |
| Copia Wealth Management | 61,586 | 57,497 | -4,089 (-6.6%) |
| Johnson Financial Group, Inc. | 2,045,865 | 2,017,792 | -28,073 (-1.4%) |
| PRECEDENT WEALTH PARTNERS, LLC | 209,932 | 201,085 | -8,847 (-4.2%) |
| Maia Wealth LLC | 168,555 | 137,611 | -30,944 (-18.4%) |
| Apeiron RIA LLC | 103,493 | 77,913 | -25,580 (-24.7%) |
| Davies Financial Advisors, Inc. | 18,660 | 16,940 | -1,720 (-9.2%) |
| FORONJY FINANCIAL LLC | 68,590 | 62,890 | -5,700 (-8.3%) |
| JSF Financial, LLC | 170,686 | 165,933 | -4,753 (-2.8%) |
| Hutchens & Kramer Investment Management Group, LLC | 74,285 | 69,054 | -5,231 (-7.0%) |
| Cambria Investment Management, L.P. | 145,586 | 52,112 | -93,474 (-64.2%) |
| Merkkuri Wealth Advisors LLC | 39,560 | 37,909 | -1,651 (-4.2%) |
| COLUMBIA ADVISORY PARTNERS LLC | 26,260 | 23,275 | -2,985 (-11.4%) |
| Cannon Advisors, Inc. | 29,829 | 27,538 | -2,291 (-7.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Transcendent Capital Group LLC | 64,897 | $3,733 |
| Consolidated Portfolio Review Corp | 168,296 | $9,680 |
| WMG Financial Advisors, LLC | 37,403 | $2,151 |
| Curtis Advisory Group, LLC | 35,966 | $2,069 |
| OmniStar Financial Group, Inc. | 11,381 | $655 |
| Runnymede Capital Advisors, Inc. | 6,504 | $374 |
| Aurora Private Wealth, Inc. | 10,423 | $1 |
| GTS SECURITIES LLC | 76,571 | $4,404 |
| National Wealth Management Group, LLC | 6,697 | $385 |
| TWO SIGMA INVESTMENTS, LP | 886,250 | $50,977 |
| Ameritas Advisory Services, LLC | 29,672 | $1,707 |
| MCDONALD PARTNERS LLC | 5,845 | $336 |
| AMERIFLEX GROUP, INC. | 4,288 | $247 |
| Soundwatch Capital LLC | 6,622 | $381 |
| TWO SIGMA SECURITIES, LLC | 6,379 | $367 |
| Reyes Financial Architecture, Inc. | 960 | $55 |
| SteelPeak Wealth, LLC | 11,435 | $658 |
| Main Street Group, LTD | 1,370 | $79 |
| BRIGHTON JONES LLC | 8,053 | $463 |
| Grey Fox Wealth Advisors, LLC | 1,376 | $79 |