Ticker: PSL CUSIP: 46137V886 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| IMC-Chicago, LLC | 42,163 | $4,234 |
| Sound Income Strategies, LLC | 934 | $101 |
| CITADEL ADVISORS LLC | 6,432 | $646 |
| Capital Investment Counsel, Inc | 200 | $20 |
| Kestra Advisory Services, LLC | 437 | $44 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 33 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Maltin Wealth Management, Inc. | 6,349 | 7,251 | +902 (+14.2%) |
| GOLDMAN SACHS GROUP INC | 5,107 | 7,962 | +2,855 (+55.9%) |
| JONES FINANCIAL COMPANIES LLLP | 3,071 | 4,642 | +1,571 (+51.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 20,729 | 23,072 | +2,343 (+11.3%) |
| ROYAL BANK OF CANADA | 1,550 | 2,796 | +1,246 (+80.4%) |
| WELLS FARGO & COMPANY/MN | 9,021 | 9,533 | +512 (+5.7%) |
| MAI Capital Management | 330 | 704 | +374 (+113.3%) |
| BANK OF AMERICA CORP /DE/ | 29,704 | 30,049 | +345 (+1.2%) |
| BENJAMIN EDWARDS INC | 2,351 | 2,511 | +160 (+6.8%) |
| Farther Finance Advisors, LLC | 5,358 | 5,423 | +65 (+1.2%) |
| Capital Analysts, LLC | 516 | 685 | +169 (+32.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Nova Wealth Management, Inc. | 827 | 129 | -698 (-84.4%) |
| PACIFIC SUN FINANCIAL CORP | 4,101 | 3,599 | -502 (-12.2%) |
| J.W. COLE ADVISORS, INC. | 8,543 | 6,112 | -2,431 (-28.5%) |
| JNBA Financial Advisors | 2,154 | 1,657 | -497 (-23.1%) |
| LPL Financial LLC | 42,945 | 34,662 | -8,283 (-19.3%) |
| UBS Group AG | 13,273 | 8,616 | -4,657 (-35.1%) |
| Tower Research Capital LLC (TRC) | 4,207 | 3,406 | -801 (-19.0%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,313 | 2,640 | -1,673 (-38.8%) |
| OSAIC HOLDINGS, INC. | 4,642 | 3,655 | -987 (-21.3%) |
| MORGAN STANLEY | 29,968 | 29,274 | -694 (-2.3%) |
| Equitable Holdings, Inc. | 3,783 | 3,293 | -490 (-13.0%) |
| RAYMOND JAMES FINANCIAL INC | 3,404 | 2,814 | -590 (-17.3%) |
| MML INVESTORS SERVICES, LLC | 4,320 | 3,955 | -365 (-8.4%) |
| AMERIPRISE FINANCIAL INC | 8,684 | 8,298 | -386 (-4.4%) |
| Geneos Wealth Management Inc. | 2,524 | 2,372 | -152 (-6.0%) |
| Global Retirement Partners, LLC | 845 | 786 | -59 (-7.0%) |
| FMR LLC | 1,212 | 1,182 | -30 (-2.5%) |
| Cambridge Investment Research Advisors, Inc. | 29,793 | 23,348 | -6,445 (-21.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Selective Wealth Management, Inc. | 1,896 | $207 |
| MTM Investment Management, LLC | 899 | $99 |
| STIFEL FINANCIAL CORP | 1,929 | $212 |
| US BANCORP \DE\ | 228 | $25 |
| Advisory Services Network, LLC | 50 | $5 |
| Ronald Blue Trust, Inc. | 10 | $1 |
| Janney Montgomery Scott LLC | 2,365 | $0 |