Ticker: SPMO CUSIP: 46138E339 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| RMG Wealth Management LLC | 1,406,205 | $66,867 |
| Oxford Wealth Group, LLC | 168,947 | $20,159 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 134,135 | $16,005 |
| BFI Infinity Ltd. | 82,658 | $9,864 |
| TABR Capital Management, LLC | 63,003 | $7,517 |
| Mason & Associates Inc | 119,601 | $14,271 |
| PACIFIC FINANCIAL GROUP INC | 25,334 | $3,023 |
| Future Financial Wealth Managment LLC | 21,898 | $2,562 |
| QP WEALTH MANAGEMENT, LLC | 12,033 | $1,436 |
| BlackDiamond Wealth Management Inc. | 10,939 | $1,329 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 6,612 | $789 |
| Redwood Financial Network Corp | 6,411 | $765 |
| Cosner Financial Group, LLC | 7,349 | $877 |
| KINTRA WEALTH, LLC | 17,357 | $2,071 |
| Owen LaRue, LLC | 8,551 | $1,020 |
| Modern Wealth Management, LLC | 128,596 | $15,344 |
| Oregon Pacific Wealth Management, LLC | 2,629 | $314 |
| Axos Invest Inc. | 3,197 | $381 |
| Patten Group, Inc. | 9,614 | $1,147 |
| XY Planning Network, Inc. | 7,997 | $954 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hobbs Wealth Management, LLC | 25,352 | 38,982 | +13,630 (+53.8%) |
| Endowment Wealth Management, Inc. | 28,650 | 58,878 | +30,228 (+105.5%) |
| Trademark Financial Management, LLC | 34,772 | 59,045 | +24,273 (+69.8%) |
| Seros Financial, LLC | 201,404 | 223,525 | +22,121 (+11.0%) |
| ADAPT WEALTH ADVISORS, LLC | 109,570 | 142,368 | +32,798 (+29.9%) |
| Triton Wealth Management, PLLC | 212,958 | 241,617 | +28,659 (+13.5%) |
| Goldstein Advisors, LLC | 101,206 | 194,548 | +93,342 (+92.2%) |
| Integrity Investment Advisors, LLC | 59,163 | 78,505 | +19,342 (+32.7%) |
| Pachira Investments Inc. | 41,072 | 59,349 | +18,277 (+44.5%) |
| A4 Wealth Advisors LLC | 6,755 | 21,734 | +14,979 (+221.7%) |
| Centerpoint Advisory Group | 56,194 | 65,134 | +8,940 (+15.9%) |
| Stonebrook Private Inc. | 48,895 | 89,058 | +40,163 (+82.1%) |
| Able Wealth Management LLC | 106,496 | 120,379 | +13,883 (+13.0%) |
| Kovack Advisors, Inc. | 237,819 | 286,374 | +48,555 (+20.4%) |
| Cobblestone Asset Management LLC | 25,965 | 42,621 | +16,656 (+64.1%) |
| Nova Wealth Management, Inc. | 58,934 | 65,124 | +6,190 (+10.5%) |
| Mascagni Wealth Management, Inc. | 27,686 | 33,200 | +5,514 (+19.9%) |
| Detalus Advisors, LLC | 39,953 | 71,160 | +31,207 (+78.1%) |
| THREADGILL FINANCIAL, LLC | 46,997 | 58,190 | +11,193 (+23.8%) |
| Austin Private Wealth, LLC | 150,764 | 239,034 | +88,270 (+58.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WIN ADVISORS, INC | 133,510 | 24,214 | -109,296 (-81.9%) |
| Financially Speaking Inc | 71,652 | 35 | -71,617 (-100.0%) |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,364,314 | 1,011,079 | -353,235 (-25.9%) |
| Redhawk Wealth Advisors, Inc. | 417,092 | 100,162 | -316,930 (-76.0%) |
| FISCHER INVESTMENT STRATEGIES, LLC | 254,544 | 201,388 | -53,156 (-20.9%) |
| Vigilare Wealth Management | 119,871 | 65,477 | -54,394 (-45.4%) |
| Fortis Group Advisors, LLC | 230,510 | 134,655 | -95,855 (-41.6%) |
| Lionsbridge Wealth Management LLC | 37,084 | 31,799 | -5,285 (-14.3%) |
| AIFG Consultants Ltd. | 29,961 | 27,328 | -2,633 (-8.8%) |
| Delta Wealth Advisors LLC | 41,412 | 36,122 | -5,290 (-12.8%) |
| Ethos Financial Group, LLC | 169,005 | 87,151 | -81,854 (-48.4%) |
| Whitaker-Myers Wealth Managers, LTD. | 208,284 | 201,238 | -7,046 (-3.4%) |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,619,913 | 2,455,282 | -164,631 (-6.3%) |
| Lifestyle Asset Management, Inc. | 91,770 | 90,006 | -1,764 (-1.9%) |
| TOMPKINS FINANCIAL CORP | 251,714 | 248,342 | -3,372 (-1.3%) |
| Northwest Capital Management Inc | 3,486 | 1,475 | -2,011 (-57.7%) |
| One Capital Management, LLC | 117,896 | 27,850 | -90,046 (-76.4%) |
| PRINCIPAL SECURITIES, INC. | 198,768 | 25,653 | -173,115 (-87.1%) |
| Sugar Maple Asset Management, LLC | 8,643 | 4,714 | -3,929 (-45.5%) |
| SMITH, MOORE & CO. | 41,516 | 4,158 | -37,358 (-90.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Marks Wealth, LLC | 559,697 | $67,757 |
| Tactive Advisors, LLC | 68,672 | $8,313 |
| Lunt Capital Management, Inc. | 21,504 | $2,603 |
| Optivise Advisory Services LLC | 11,400 | $1,380 |
| Clark Capital Management Group, Inc. | 861,413 | $104,283 |
| Centennial Wealth Advisory LLC | 19,400 | $2,349 |
| OneAscent Financial Services LLC | 28,464 | $3,446 |
| Retireful, LLC | 3,090 | $374 |
| Hershey Financial Advisers, LLC | 3,400 | $412 |
| Tripletail Wealth Management, LLC | 2,155 | $260 |
| Financial Services Advisory Inc | 5,379 | $651 |
| Kelly Financial Services LLC | 7,097 | $859 |
| City Center Advisors, LLC | 2,031 | $246 |
| ELLERSON GROUP INC /ADV | 2,835 | $343 |
| SigFig Wealth Management, LLC | 45,259 | $5,463 |
| Castleview Partners, LLC | 2,734 | $331 |
| TWO SIGMA INVESTMENTS, LP | 543,500 | $65,796 |
| INTEGRITY WEALTH ADVISORS, INC. | 2,936 | $355 |
| Turim 21 Investimentos Ltda. | 3,345 | $405 |
| Vawter Financial, Ltd. | 1,851 | $224 |