Ticker: PSI CUSIP: 46137V647 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Trek Financial, LLC | 69,203 | $5,457 |
| Fulcrum Equity Management | 3,937 | $310 |
| Andina Capital Management, LLC | 4,325 | $341 |
| Capital Wealth Alliance, LLC | 3,522 | $351 |
| Nilsine Partners, LLC | 18,139 | $1,430 |
| Wellington Shields & Co., LLC | 5,142 | $406 |
| BIP Wealth, LLC | 24,252 | $1,913 |
| M Holdings Securities, Inc. | 20,286 | $2 |
| Clarus Wealth Advisors | 2,250 | $202 |
| MinichMacGregor Wealth Management, LLC | 4,701 | $371 |
| Carr Financial Group Corp | 2,979 | $235 |
| Harvest Investment Services, LLC | 2,782 | $219 |
| Secure Asset Management, LLC | 2,968 | $234 |
| Hennion & Walsh Asset Management, Inc. | 7,835 | $618 |
| Signal Advisors Wealth, LLC | 3,182 | $251 |
| Sovran Advisors, LLC | 2,268 | $208 |
| Advisor OS, LLC | 2,595 | $205 |
| VSM Wealth Advisory, LLC | 425 | $34 |
| World Investment Advisors | 2,728 | $215 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 764 | $60 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HighTower Advisors, LLC | 177,802 | 543,240 | +365,438 (+205.5%) |
| Capital Square, LLC | 5,944 | 6,403 | +459 (+7.7%) |
| Sound Income Strategies, LLC | 29 | 4,399 | +4,370 (+15069.0%) |
| Tower Research Capital LLC (TRC) | 752 | 5,734 | +4,982 (+662.5%) |
| Sunbelt Securities, Inc. | 31 | 2,180 | +2,149 (+6932.3%) |
| MORGAN STANLEY | 241,008 | 516,936 | +275,928 (+114.5%) |
| TRUIST FINANCIAL CORP | 4,771 | 45,981 | +41,210 (+863.8%) |
| RAYMOND JAMES FINANCIAL INC | 96,303 | 196,135 | +99,832 (+103.7%) |
| Prospera Financial Services Inc | 14,825 | 19,758 | +4,933 (+33.3%) |
| STIFEL FINANCIAL CORP | 14,605 | 49,138 | +34,533 (+236.4%) |
| Advisory Services Network, LLC | 48,626 | 52,516 | +3,890 (+8.0%) |
| LPL Financial LLC | 363,250 | 407,485 | +44,235 (+12.2%) |
| BANK OF AMERICA CORP /DE/ | 230,135 | 285,809 | +55,674 (+24.2%) |
| ROYAL BANK OF CANADA | 90,556 | 132,951 | +42,395 (+46.8%) |
| Golden State Wealth Management, LLC | 75 | 957 | +882 (+1176.0%) |
| KKM Financial LLC | 6,849 | 7,145 | +296 (+4.3%) |
| Private Advisor Group, LLC | 45,539 | 52,139 | +6,600 (+14.5%) |
| Harbor Asset Planning, Inc. | 648 | 782 | +134 (+20.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 30,020 | 43,997 | +13,977 (+46.6%) |
| BNP PARIBAS ARBITRAGE, SA | 30,000 | 40,250 | +10,250 (+34.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Warner Group LLC | 192,908 | 185,864 | -7,044 (-3.7%) |
| Millennium Capital Advisors, LLC | 8,000 | 6,850 | -1,150 (-14.4%) |
| Mission Hills Financial Advisory, LLC | 15,495 | 14,900 | -595 (-3.8%) |
| Capstone Triton Financial Group, LLC | 18,526 | 18,277 | -249 (-1.3%) |
| MEITAV INVESTMENT HOUSE LTD | 80,330 | 61,208 | -19,122 (-23.8%) |
| Valley Brook Capital Group, Inc. | 10,435 | 10,235 | -200 (-1.9%) |
| CAPTRUST FINANCIAL ADVISORS | 198,860 | 177,171 | -21,689 (-10.9%) |
| Ulland Investment Advisors, LLC | 4,400 | 3,975 | -425 (-9.7%) |
| Cetera Investment Advisers | 197,604 | 181,381 | -16,223 (-8.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 65,791 | 51,893 | -13,898 (-21.1%) |
| UBS Group AG | 128,192 | 116,174 | -12,018 (-9.4%) |
| Arete Wealth Advisors, LLC | 42,262 | 39,496 | -2,766 (-6.5%) |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,512 | 8,090 | -422 (-5.0%) |
| FLAGSHIP HARBOR ADVISORS, LLC | 7,809 | 6,877 | -932 (-11.9%) |
| MML INVESTORS SERVICES, LLC | 80,387 | 76,358 | -4,029 (-5.0%) |
| PRINCIPAL SECURITIES, INC. | 18,719 | 17,737 | -982 (-5.2%) |
| Koshinski Asset Management, Inc. | 7,795 | 7,385 | -410 (-5.3%) |
| GRIMES & COMPANY, INC. | 7,937 | 7,207 | -730 (-9.2%) |
| Summit Financial, LLC | 19,771 | 19,060 | -711 (-3.6%) |
| OPPENHEIMER & CO INC | 5,353 | 4,540 | -813 (-15.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 19,122 | $1,341 |
| WMG Financial Advisors, LLC | 4,413 | $310 |
| Strategic Blueprint, LLC | 24,343 | $1,712 |
| MONEY CONCEPTS CAPITAL CORP | 4,146 | $292 |
| Integrated Wealth Concepts LLC | 14,547 | $1,023 |
| Cambria Investment Management, L.P. | 3,084 | $217 |
| Focus Financial Network, Inc. | 3,129 | $220 |
| Empowered Funds, LLC | 3,084 | $217 |
| Equitable Holdings, Inc. | 3,928 | $276 |
| FLOW TRADERS U.S. LLC | 6,141 | $0 |
| GOLDMAN SACHS GROUP INC | 7,284 | $512 |
| BARCLAYS PLC | 3,591 | $207 |
| Main Street Group, LTD | 121 | $9 |
| CITIGROUP INC | 525 | $37 |
| GPS Wealth Strategies Group, LLC | 50 | $4 |
| Wealthspire Advisors, LLC | 10 | $1 |
| HRT FINANCIAL LP | 3,975 | $0 |
| SIMPLEX TRADING, LLC | 521 | $0 |