Ticker: BSMV CUSIP: 46138J411 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FLOW TRADERS U.S. LLC | 77,168 | $2 |
| Summit Trail Advisors, LLC | 23,141 | $489 |
| COOKSON PEIRCE & CO INC | 9,993 | $211 |
| BENJAMIN EDWARDS INC | 26,374 | $557 |
| Sequoia Financial Advisors, LLC | 36,270 | $767 |
| Trust Co | 442 | $9 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 193 | $4 |
| Cambridge Investment Research Advisors, Inc. | 14,292 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hills Bank & Trust Co | 128,922 | 441,580 | +312,658 (+242.5%) |
| Horizons Wealth Management | 1,454 | 12,605 | +11,151 (+766.9%) |
| PRECEDENT WEALTH PARTNERS, LLC | 178,091 | 189,917 | +11,826 (+6.6%) |
| CENTRAL VALLEY ADVISORS, LLC | 188,060 | 191,219 | +3,159 (+1.7%) |
| Elequin Capital, LP | 12,752 | 72,685 | +59,933 (+470.0%) |
| Envision Financial Planning, LLC | 104,308 | 106,418 | +2,110 (+2.0%) |
| Avior Wealth Management, LLC | 147,354 | 174,209 | +26,855 (+18.2%) |
| Key Financial Inc | 121,289 | 124,289 | +3,000 (+2.5%) |
| Farmers National Bank | 53,461 | 55,687 | +2,226 (+4.2%) |
| CARY STREET PARTNERS FINANCIAL LLC | 26,005 | 41,605 | +15,600 (+60.0%) |
| HighTower Advisors, LLC | 69,853 | 220,511 | +150,658 (+215.7%) |
| IFG Advisory, LLC | 12,760 | 21,504 | +8,744 (+68.5%) |
| Focus Partners Wealth | 9,994 | 61,676 | +51,682 (+517.1%) |
| MONECO Advisors, LLC | 108,991 | 110,824 | +1,833 (+1.7%) |
| MORGAN STANLEY | 143,272 | 246,749 | +103,477 (+72.2%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 50,658 | 106,137 | +55,479 (+109.5%) |
| Asset Dedication, LLC | 46,179 | 49,093 | +2,914 (+6.3%) |
| Jacobi Capital Management LLC | 16,505 | 20,105 | +3,600 (+21.8%) |
| RAYMOND JAMES FINANCIAL INC | 146,407 | 189,241 | +42,834 (+29.3%) |
| Lido Advisors, LLC | 176,900 | 195,700 | +18,800 (+10.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Integrated Wealth Concepts LLC | 59,146 | 34,518 | -24,628 (-41.6%) |
| Atlantic Union Bankshares Corp | 177,780 | 170,259 | -7,521 (-4.2%) |
| StoneX Group Inc. | 22,693 | 17,963 | -4,730 (-20.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 105,836 | 78,257 | -27,579 (-26.1%) |
| Beacon Pointe Advisors, LLC | 21,437 | 12,382 | -9,055 (-42.2%) |
| Venture Visionary Partners LLC | 24,442 | 22,763 | -1,679 (-6.9%) |
| MASSMUTUAL TRUST CO FSB/ADV | 9,378 | 7,457 | -1,921 (-20.5%) |
| CGN Advisors LLC | 11,602 | 10,690 | -912 (-7.9%) |
| Cerity Partners LLC | 26,652 | 24,330 | -2,322 (-8.7%) |
| Equitable Holdings, Inc. | 46,505 | 45,720 | -785 (-1.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OneAscent Financial Services LLC | 10,780 | $226 |
| Collier Financial | 869 | $18 |
| PRINCIPAL SECURITIES, INC. | 3,209 | $67 |
| JPMORGAN CHASE & CO | 2,688 | $56 |
| Ameritas Advisory Services, LLC | 278 | $6 |