Ticker: BSJU CUSIP: 46139W841 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| GPM Growth Investors, Inc. | 206,997 | $5,404 |
| Turning Point Benefit Group, Inc. | 61,272 | $1,600 |
| Axim Planning & Wealth | 26,066 | $680 |
| CacheTech Inc. | 89,121 | $2,327 |
| Advisory Alpha, LLC | 141,439 | $3,692 |
| Meriwether Wealth & Planning, LLC | 8,397 | $219 |
| Valtinson Bruner Financial Planning LLC | 8,561 | $223 |
| Leo Wealth, LLC | 19,562 | $511 |
| Topsail Wealth Management, LLC | 11,157 | $291 |
| Prospera Financial Services Inc | 67,775 | $1,769 |
| AlphaStar Capital Management, LLC | 14,115 | $368 |
| Brookstone Capital Management | 25,328 | $661 |
| Cetera Investment Advisers | 95,290 | $2,488 |
| Carnegie Capital Asset Management, LLC | 7,690 | $201 |
| JANE STREET GROUP, LLC | 67,392 | $1,759 |
| BANK OF MONTREAL /CAN/ | 45,885 | $1,199 |
| Kestra Advisory Services, LLC | 1,394 | $36 |
| PRIVATE TRUST CO NA | 86 | $2 |
| FMR LLC | 15 | $0 |
| Glass Jacobson Investment Advisors llc | 4 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HOWARD WEALTH MANAGEMENT, LLC | 38,785 | 132,990 | +94,205 (+242.9%) |
| Milestones Private Investment Advisors LLC | 35,459 | 90,119 | +54,660 (+154.1%) |
| Legacy Financial Group LLC | 454,404 | 545,664 | +91,260 (+20.1%) |
| Trinity Legacy Partners, LLC | 344,380 | 352,132 | +7,752 (+2.3%) |
| SFE Investment Counsel | 218,401 | 242,794 | +24,393 (+11.2%) |
| Altrius Capital Management Inc | 8,658 | 45,048 | +36,390 (+420.3%) |
| RPg Family Wealth Advisory, LLC | 294,551 | 299,517 | +4,966 (+1.7%) |
| HARBOUR INVESTMENTS, INC. | 32,505 | 63,870 | +31,365 (+96.5%) |
| Alaska Wealth Advisors | 9,654 | 14,580 | +4,926 (+51.0%) |
| OSAIC HOLDINGS, INC. | 44,911 | 105,245 | +60,334 (+134.3%) |
| ORG Partners LLC | 14,226 | 15,752 | +1,526 (+10.7%) |
| RAYMOND JAMES FINANCIAL INC | 55,592 | 111,603 | +56,011 (+100.8%) |
| MERCER GLOBAL ADVISORS INC /ADV | 367,194 | 394,064 | +26,870 (+7.3%) |
| WELLS FARGO & COMPANY/MN | 13,010 | 59,195 | +46,185 (+355.0%) |
| OLD MISSION CAPITAL LLC | 8,133 | 13,537 | +5,404 (+66.4%) |
| Equitable Holdings, Inc. | 256,121 | 264,456 | +8,335 (+3.3%) |
| Keel Point, LLC | 18,393 | 20,671 | +2,278 (+12.4%) |
| Key Financial Inc | 6,450 | 7,415 | +965 (+15.0%) |
| AMERIPRISE FINANCIAL INC | 47,381 | 69,724 | +22,343 (+47.2%) |
| Farther Finance Advisors, LLC | 11,857 | 17,778 | +5,921 (+49.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| 4Thought Financial Group Inc. | 17,891 | 16,750 | -1,141 (-6.4%) |
| MONECO Advisors, LLC | 17,780 | 14,831 | -2,949 (-16.6%) |
| VestGen Advisors, LLC | 16,494 | 11,202 | -5,292 (-32.1%) |
| LPL Financial LLC | 624,957 | 536,669 | -88,288 (-14.1%) |
| MORGAN STANLEY | 293,132 | 183,924 | -109,208 (-37.3%) |
| Larson Financial Group LLC | 4,158 | 2,675 | -1,483 (-35.7%) |
| ROYAL BANK OF CANADA | 20,623 | 19,160 | -1,463 (-7.1%) |
| HUB Investment Partners, LLC | 17,132 | 16,608 | -524 (-3.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 19,275 | 18,692 | -583 (-3.0%) |
| CWM, LLC | 1,042 | 521 | -521 (-50.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| F/M Investments LLC | 76,229 | $1,994 |
| FLOW TRADERS U.S. LLC | 20,605 | $1 |
| HORIZON FINANCIAL SERVICES, LLC | 554 | $14 |