Ticker: PSCD CUSIP: 46138E180 Class: S&P SMLCP DISC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EP Wealth Advisors, LLC | 11,745 | $1,231 |
| HOHIMER WEALTH MANAGEMENT, LLC | 5,857 | $614 |
| MORGAN STANLEY | 5,304 | $556 |
| RAYMOND JAMES FINANCIAL INC | 5,070 | $531 |
| GOLDMAN SACHS GROUP INC | 4,515 | $473 |
| BANK OF AMERICA CORP /DE/ | 3,934 | $412 |
| LPL Financial LLC | 3,670 | $385 |
| Virtu Financial LLC | 3,618 | $0 |
| OSAIC HOLDINGS, INC. | 2,879 | $302 |
| Beacon Pointe Advisors, LLC | 2,009 | $211 |
| DAGCO, INC. | 957 | $100 |
| Steward Partners Investment Advisory, LLC | 410 | $43 |
| Capital Investment Advisory Services, LLC | 157 | $16 |
| MPWM ADVISORY SOLUTIONS, LLC | 146 | $15 |
| OPTIMA CAPITAL LLC | 95 | $10 |
| Triumph Capital Management | 87 | $9 |
| Key Financial Inc | 73 | $8 |
| UBS Group AG | 60 | $6 |
| JONES FINANCIAL COMPANIES LLLP | 30 | $3 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |
| Total (20 institutions) | 50,617 | $4,925 |