Ticker: PJP CUSIP: 46137V662 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HBW ADVISORY SERVICES LLC | 5,097 | $533 |
| SUMMIT WEALTH GROUP LLC / CO | 4,255 | $445 |
| GRIMES & COMPANY, INC. | 4,804 | $502 |
| GSA CAPITAL PARTNERS LLP | 2,666 | $0 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,146 | $329 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 609 | $64 |
| Buckingham Strategic Partners | 2,076 | $217 |
| BlackRock, Inc. | 3,700 | $387 |
| Kestra Advisory Services, LLC | 1,833 | $192 |
| Mirae Asset Global Investments Co., Ltd. | 1,595 | $167 |
| Coastal Investment Advisors, Inc. | 75 | $8 |
| CITIGROUP INC | 235 | $25 |
| NewEdge Advisors, LLC | 215 | $22 |
| UBS ASSET MANAGEMENT AMERICAS INC | 50 | $5 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 38 | $4 |
| EverSource Wealth Advisors, LLC | 3 | $0 |
| HANTZ FINANCIAL SERVICES, INC. | 116 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WBI INVESTMENTS, INC. | 5,395 | 7,068 | +1,673 (+31.0%) |
| WELLS FARGO & COMPANY/MN | 19,196 | 37,772 | +18,576 (+96.8%) |
| AMERIPRISE FINANCIAL INC | 12,236 | 15,523 | +3,287 (+26.9%) |
| LPL Financial LLC | 56,210 | 59,366 | +3,156 (+5.6%) |
| FMR LLC | 965 | 3,564 | +2,599 (+269.3%) |
| RAYMOND JAMES FINANCIAL INC | 10,094 | 12,398 | +2,304 (+22.8%) |
| JONES FINANCIAL COMPANIES LLLP | 4,058 | 6,262 | +2,204 (+54.3%) |
| Steward Partners Investment Advisory, LLC | 1,141 | 1,891 | +750 (+65.7%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,791 | 3,511 | +720 (+25.8%) |
| Mariner, LLC | 2,742 | 3,239 | +497 (+18.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,112 | 10,747 | +635 (+6.3%) |
| PNC Financial Services Group, Inc. | 1,025 | 1,325 | +300 (+29.3%) |
| Equitable Holdings, Inc. | 3,516 | 3,735 | +219 (+6.2%) |
| Rockefeller Capital Management L.P. | 1,021 | 1,230 | +209 (+20.5%) |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,944 | 6,049 | +105 (+1.8%) |
| J.W. COLE ADVISORS, INC. | 2,779 | 2,910 | +131 (+4.7%) |
| IFP Advisors, Inc | 335 | 440 | +105 (+31.3%) |
| COMERICA BANK | 190 | 222 | +32 (+16.8%) |
| N.E.W. Advisory Services LLC | 457 | 463 | +6 (+1.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 19,073 | 18,756 | -317 (-1.7%) |
| ROYAL BANK OF CANADA | 24,322 | 10,758 | -13,564 (-55.8%) |
| Institute for Wealth Management, LLC. | 12,482 | 12,159 | -323 (-2.6%) |
| Stonebridge Financial Planning Group, LLC | 3,004 | 2,905 | -99 (-3.3%) |
| Element Wealth, LLC | 3,387 | 3,318 | -69 (-2.0%) |
| BANK OF AMERICA CORP /DE/ | 23,082 | 22,293 | -789 (-3.4%) |
| UBS Group AG | 38,037 | 37,410 | -627 (-1.6%) |
| Focus Partners Wealth | 5,907 | 5,532 | -375 (-6.3%) |
| OSAIC HOLDINGS, INC. | 4,444 | 4,131 | -313 (-7.0%) |
| HighTower Advisors, LLC | 2,997 | 2,719 | -278 (-9.3%) |
| Creative Planning | 2,826 | 2,553 | -273 (-9.7%) |
| Cetera Investment Advisers | 5,973 | 5,834 | -139 (-2.3%) |
| HARBOUR INVESTMENTS, INC. | 429 | 370 | -59 (-13.8%) |
| NATIONAL BANK OF CANADA /FI/ | 71 | 24 | -47 (-66.2%) |
| Cambridge Investment Research Advisors, Inc. | 8,832 | 8,110 | -722 (-8.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3,700 | $342 |
| GOLDMAN SACHS GROUP INC | 23,225 | $2,148 |
| CITADEL ADVISORS LLC | 5,448 | $504 |
| Advisory Services Network, LLC | 165 | $15 |
| Wealthspire Advisors, LLC | 90 | $8 |
| Ronald Blue Trust, Inc. | 57 | $5 |
| Tower Research Capital LLC (TRC) | 15 | $1 |