Ticker: BSMU CUSIP: 46138J445 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HOWARD WEALTH MANAGEMENT, LLC | 26,690 | $588 |
| Elequin Capital, LP | 65,980 | $1,453 |
| AlphaStar Capital Management, LLC | 35,917 | $791 |
| Paulson Wealth Management Inc. | 13,241 | $292 |
| IFG Advisory, LLC | 12,047 | $265 |
| Summit Trail Advisors, LLC | 22,191 | $489 |
| COOKSON PEIRCE & CO INC | 9,549 | $210 |
| Sequoia Financial Advisors, LLC | 35,225 | $776 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,189 | $314 |
| GOLDMAN SACHS GROUP INC | 16,262 | $358 |
| FLOW TRADERS U.S. LLC | 9,733 | $0 |
| Trust Co | 427 | $9 |
| Cambridge Investment Research Advisors, Inc. | 11,403 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hills Bank & Trust Co | 244,626 | 432,344 | +187,718 (+76.7%) |
| PRECEDENT WEALTH PARTNERS, LLC | 162,116 | 175,511 | +13,395 (+8.3%) |
| CENTRAL VALLEY ADVISORS, LLC | 180,094 | 183,115 | +3,021 (+1.7%) |
| Legacy Private Trust Co. | 90,600 | 124,725 | +34,125 (+37.7%) |
| Key Financial Inc | 119,217 | 126,590 | +7,373 (+6.2%) |
| Stratos Wealth Advisors, LLC | 240,291 | 271,269 | +30,978 (+12.9%) |
| Asset Dedication, LLC | 61,687 | 80,344 | +18,657 (+30.2%) |
| Horizons Wealth Management | 24,327 | 25,494 | +1,167 (+4.8%) |
| NewEdge Advisors, LLC | 18,502 | 116,637 | +98,135 (+530.4%) |
| Farmers National Bank | 58,635 | 60,708 | +2,073 (+3.5%) |
| HARBOUR INVESTMENTS, INC. | 8,862 | 26,739 | +17,877 (+201.7%) |
| Meridian Wealth Management, LLC | 18,326 | 27,412 | +9,086 (+49.6%) |
| Lido Advisors, LLC | 164,400 | 201,800 | +37,400 (+22.7%) |
| HighTower Advisors, LLC | 147,373 | 209,108 | +61,735 (+41.9%) |
| MORGAN STANLEY | 174,848 | 324,056 | +149,208 (+85.3%) |
| Invesco Ltd. | 169,470 | 287,207 | +117,737 (+69.5%) |
| JANE STREET GROUP, LLC | 9,998 | 104,750 | +94,752 (+947.7%) |
| RAYMOND JAMES FINANCIAL INC | 142,369 | 221,114 | +78,745 (+55.3%) |
| MML INVESTORS SERVICES, LLC | 48,696 | 75,057 | +26,361 (+54.1%) |
| Jacobi Capital Management LLC | 15,929 | 19,329 | +3,400 (+21.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Integrated Wealth Concepts LLC | 71,249 | 47,539 | -23,710 (-33.3%) |
| VestGen Advisors, LLC | 74,008 | 66,436 | -7,572 (-10.2%) |
| MONECO Advisors, LLC | 144,286 | 142,081 | -2,205 (-1.5%) |
| Avior Wealth Management, LLC | 15,681 | 9,220 | -6,461 (-41.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 117,652 | 64,024 | -53,628 (-45.6%) |
| Beacon Pointe Advisors, LLC | 19,319 | 10,613 | -8,706 (-45.1%) |
| LINCOLN CAPITAL CORP | 10,648 | 10,117 | -531 (-5.0%) |
| StoneX Group Inc. | 22,028 | 19,593 | -2,435 (-11.1%) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 127,865 | 124,878 | -2,987 (-2.3%) |
| CGN Advisors LLC | 11,146 | 9,979 | -1,167 (-10.5%) |
| STIFEL FINANCIAL CORP | 31,039 | 27,751 | -3,288 (-10.6%) |
| AE Wealth Management LLC | 101,704 | 100,033 | -1,671 (-1.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Astoria Portfolio Advisors LLC. | 23,761 | $522 |
| OLD MISSION CAPITAL LLC | 66,334 | $1,454 |
| Painted Porch Advisors LLC | 3,883 | $85 |
| Collier Financial | 836 | $18 |
| HUB Investment Partners, LLC | 9,190 | $201 |
| JPMORGAN CHASE & CO | 24,904 | $546 |
| PRINCIPAL SECURITIES, INC. | 3,065 | $67 |