Ticker: BSCY CUSIP: 46139W783 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| LeClair Wealth Partners LLC | 113,099 | $2,377 |
| Aptus Capital Advisors, LLC | 1,738,078 | $36,534 |
| Golden Reserve Retirement LLC | 21,590 | $454 |
| Redmond Asset Management, LLC | 9,612 | $202 |
| Diversified Portfolios, Inc. | 14,036 | $295 |
| DAVIS R M INC | 13,785 | $290 |
| Sequoia Financial Advisors, LLC | 23,730 | $499 |
| Kohmann Bosshard Financial Services, LLC | 2,989 | $63 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,177 | $235 |
| Concurrent Investment Advisors, LLC | 10,048 | $211 |
| AMERIPRISE FINANCIAL INC | 37,852 | $796 |
| &PARTNERS | 9,977 | $210 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 657 | $14 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Infinity Wealth Counsel, LLC | 27,519 | 89,710 | +62,191 (+226.0%) |
| BCS Wealth Management | 297,287 | 666,220 | +368,933 (+124.1%) |
| Addison Advisors LLC | 199,762 | 245,014 | +45,252 (+22.7%) |
| GILL CAPITAL PARTNERS, LLC | 204,092 | 226,880 | +22,788 (+11.2%) |
| Clark Asset Management, LLC | 203,865 | 260,494 | +56,629 (+27.8%) |
| Wilkins Miller Wealth Management, LLC | 14,132 | 23,128 | +8,996 (+63.7%) |
| Farnam Financial LLC | 52,843 | 56,104 | +3,261 (+6.2%) |
| Asset Dedication, LLC | 43,697 | 108,896 | +65,199 (+149.2%) |
| SAWGRASS ASSET MANAGEMENT LLC | 15,928 | 46,878 | +30,950 (+194.3%) |
| Modern Wealth Management, LLC | 18,465 | 118,448 | +99,983 (+541.5%) |
| YANKCOM Partnership | 8,866 | 14,569 | +5,703 (+64.3%) |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 56,155 | 62,089 | +5,934 (+10.6%) |
| Ellevest, Inc. | 81,173 | 92,478 | +11,305 (+13.9%) |
| Prosperity Wealth Management, Inc. | 13,375 | 19,275 | +5,900 (+44.1%) |
| COOKSON PEIRCE & CO INC | 486,145 | 504,697 | +18,552 (+3.8%) |
| River Wealth Advisors LLC | 26,012 | 35,428 | +9,416 (+36.2%) |
| NOVARE CAPITAL MANAGEMENT LLC | 61,318 | 70,439 | +9,121 (+14.9%) |
| STEPHENS INC /AR/ | 150,899 | 177,312 | +26,413 (+17.5%) |
| RAYMOND JAMES FINANCIAL INC | 2,165,840 | 2,518,152 | +352,312 (+16.3%) |
| WELLS FARGO & COMPANY/MN | 547,854 | 851,096 | +303,242 (+55.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MONECO Advisors, LLC | 97,873 | 86,137 | -11,736 (-12.0%) |
| Global Wealth Strategies & Associates | 19,557 | 15,725 | -3,832 (-19.6%) |
| FLOW TRADERS U.S. LLC | 81,609 | 39,285 | -42,324 (-51.9%) |
| Cetera Investment Advisers | 244,543 | 113,361 | -131,182 (-53.6%) |
| HUB Investment Partners, LLC | 73,824 | 67,800 | -6,024 (-8.2%) |
| CITADEL ADVISORS LLC | 55,986 | 33,448 | -22,538 (-40.3%) |
| Davis Capital Management | 6,261 | 5,951 | -310 (-5.0%) |
| Steward Partners Investment Advisory, LLC | 3,608 | 3,384 | -224 (-6.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 44,972 | $945 |
| TLWM | 43,362 | $911 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 100,629 | $2,115 |
| OPPENHEIMER & CO INC | 9,545 | $201 |
| JANE STREET GROUP, LLC | 12,379 | $260 |
| Advisory Services Network, LLC | 2,221 | $47 |