Ticker: BSMT CUSIP: 46138J478 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WESPAC Advisors, LLC | 13,000 | $301 |
| Sequoia Financial Advisors, LLC | 169,318 | $3,920 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 12,700 | $294 |
| Summit Trail Advisors, LLC | 21,040 | $487 |
| COOKSON PEIRCE & CO INC | 9,286 | $215 |
| JANE STREET GROUP, LLC | 89,287 | $2,067 |
| Trust Co | 406 | $9 |
| Capital Analysts, LLC | 6,745 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hills Bank & Trust Co | 571,429 | 633,116 | +61,687 (+10.8%) |
| PRECEDENT WEALTH PARTNERS, LLC | 139,495 | 153,447 | +13,952 (+10.0%) |
| HOWARD WEALTH MANAGEMENT, LLC | 14,157 | 22,372 | +8,215 (+58.0%) |
| Elequin Capital, LP | 40,513 | 77,936 | +37,423 (+92.4%) |
| Clark Asset Management, LLC | 55,851 | 74,852 | +19,001 (+34.0%) |
| Paulson Wealth Management Inc. | 30,237 | 38,523 | +8,286 (+27.4%) |
| Legacy Private Trust Co. | 27,821 | 58,401 | +30,580 (+109.9%) |
| Horizons Wealth Management | 21,424 | 23,301 | +1,877 (+8.8%) |
| Avior Wealth Management, LLC | 178,254 | 201,830 | +23,576 (+13.2%) |
| Farmers National Bank | 49,604 | 52,287 | +2,683 (+5.4%) |
| MONECO Advisors, LLC | 128,810 | 133,311 | +4,501 (+3.5%) |
| SILVERLAKE WEALTH MANAGEMENT LLC | 18,717 | 20,599 | +1,882 (+10.1%) |
| Integrated Wealth Concepts LLC | 88,482 | 112,957 | +24,475 (+27.7%) |
| Heritage Trust Co | 8,781 | 12,895 | +4,114 (+46.9%) |
| Asset Dedication, LLC | 64,320 | 69,041 | +4,721 (+7.3%) |
| IFG Advisory, LLC | 9,212 | 15,496 | +6,284 (+68.2%) |
| Sanctuary Advisors, LLC | 10,674 | 36,869 | +26,195 (+245.4%) |
| HighTower Advisors, LLC | 133,450 | 200,173 | +66,723 (+50.0%) |
| PRIVATE TRUST CO NA | 10,184 | 13,356 | +3,172 (+31.1%) |
| Accurate Wealth Management, LLC | 9,966 | 12,063 | +2,097 (+21.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| VestGen Advisors, LLC | 135,610 | 76,485 | -59,125 (-43.6%) |
| Kathmere Capital Management, LLC | 277,996 | 272,702 | -5,294 (-1.9%) |
| AlphaStar Capital Management, LLC | 45,520 | 39,338 | -6,182 (-13.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 161,155 | 91,029 | -70,126 (-43.5%) |
| Beacon Pointe Advisors, LLC | 23,297 | 14,798 | -8,499 (-36.5%) |
| CGN Advisors LLC | 12,329 | 10,677 | -1,652 (-13.4%) |
| First Command Advisory Services, Inc. | 9,965 | 6,087 | -3,878 (-38.9%) |
| STIFEL FINANCIAL CORP | 24,069 | 21,602 | -2,467 (-10.2%) |
| JPMORGAN CHASE & CO | 7,450 | 7,271 | -179 (-2.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 107,260 | $2,478 |
| PRINCIPAL SECURITIES, INC. | 2,909 | $67 |
| Rise Advisors, LLC | 213 | $5 |