Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Passaic Partners LLC | 363,828 | $39,988 |
| Marino Management, LLC | 126,194 | $13,898 |
| MGO Private Wealth, LLC | 24,155 | $2,655 |
| TrueWealth Financial Partners | 15,708 | $1,726 |
| Financial Enhancement Group LLC | 83,970 | $9,247 |
| Retireful, LLC | 3,442 | $379 |
| Financial Architects, LLC | 5,450 | $599 |
| Archford Capital Strategies, LLC | 20,543 | $2,258 |
| TWO SIGMA SECURITIES, LLC | 15,227 | $1,674 |
| Mosley Wealth Management | 3,803 | $423 |
| Houlihan Financial Resource Group, Ltd. | 3,846 | $424 |
| Callan Family Office, LLC | 51,104 | $5,617 |
| Horizon Advisory Services, Inc. | 3,025 | $332 |
| BTG Pactual Asset Management US LLC | 16,901 | $1,789 |
| WESPAC Advisors, LLC | 2,457 | $270 |
| Mainsail Financial Group, LLC | 3,053 | $336 |
| GHE, LLC | 3,364 | $370 |
| OLD MISSION CAPITAL LLC | 39,529 | $4,345 |
| SRS Capital Advisors, Inc. | 32,960 | $3,623 |
| GTS SECURITIES LLC | 18,839 | $2,071 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ameraudi Asset Management, Inc. | 25,308 | 77,874 | +52,566 (+207.7%) |
| Slocum, Gordon & Co LLP | 7,369 | 43,502 | +36,133 (+490.3%) |
| GenTrust, LLC | 224,423 | 695,525 | +471,102 (+209.9%) |
| VIEWPOINT INVESTMENT PARTNERS CORP | 318,500 | 379,200 | +60,700 (+19.1%) |
| 3EDGE Asset Management, LP | 221,696 | 470,178 | +248,482 (+112.1%) |
| Rock Creek Group, LP | 296,008 | 370,537 | +74,529 (+25.2%) |
| Hillcrest Wealth Advisors - NY, LLC | 49,960 | 69,035 | +19,075 (+38.2%) |
| West Financial Advisors, LLC | 133,875 | 176,285 | +42,410 (+31.7%) |
| Strategic Investment Advisors / MI | 1,904 | 105,253 | +103,349 (+5428.0%) |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 571,851 | 722,269 | +150,418 (+26.3%) |
| MUSTICO FINANCIAL GROUP, INC. | 52,189 | 59,484 | +7,295 (+14.0%) |
| MERIDIAN MANAGEMENT CO | 124,190 | 143,647 | +19,457 (+15.7%) |
| MARTIN & CO INC /TN/ | 610,055 | 634,755 | +24,700 (+4.0%) |
| Net Worth Advisory Group | 105,010 | 114,018 | +9,008 (+8.6%) |
| Minot DeBlois Advisors LLC | 34,210 | 37,676 | +3,466 (+10.1%) |
| Ted Buchan & Co | 107,176 | 113,197 | +6,021 (+5.6%) |
| Arbor Investment Advisors, LLC | 314,320 | 325,970 | +11,650 (+3.7%) |
| Sound Stewardship, LLC | 52,501 | 55,983 | +3,482 (+6.6%) |
| Independence Financial Advisors, LLC | 114,232 | 118,619 | +4,387 (+3.8%) |
| DORVAL Corp | 171,299 | 175,126 | +3,827 (+2.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Crabel Capital Management, LLC | 51,155 | 23,340 | -27,815 (-54.4%) |
| Archer Investment Management, LLC | 73,104 | 49,441 | -23,663 (-32.4%) |
| TME FINANCIAL, INC. | 85,296 | 77,089 | -8,207 (-9.6%) |
| SSA SWISS ADVISORS AG | 62,215 | 48,907 | -13,308 (-21.4%) |
| Turim 21 Investimentos Ltda. | 39,791 | 6,570 | -33,221 (-83.5%) |
| ARKANSAS FINANCIAL GROUP, INC. | 144,770 | 115,876 | -28,894 (-20.0%) |
| WealthSpring Partners, LLC | 12,254 | 2,567 | -9,687 (-79.1%) |
| Guardian Partners Inc. | 70,616 | 3,300 | -67,316 (-95.3%) |
| Stelac Advisory Services LLC | 58,706 | 56,436 | -2,270 (-3.9%) |
| Frontier Asset Management, LLC | 69,972 | 65,887 | -4,085 (-5.8%) |
| SYKON CAPITAL LLC | 30,006 | 22,456 | -7,550 (-25.2%) |
| Financial & Tax Architects, LLC | 52,170 | 43,113 | -9,057 (-17.4%) |
| Buck Wealth Strategies, LLC | 108,480 | 103,918 | -4,562 (-4.2%) |
| Foundation Wealth Management, LLC\PA | 10,646 | 3,199 | -7,447 (-70.0%) |
| Fermata Advisors, LLC | 47,115 | 44,294 | -2,821 (-6.0%) |
| Tower Research Capital LLC (TRC) | 74,517 | 223 | -74,294 (-99.7%) |
| Family Legacy Financial Solutions, LLC | 9,167 | 7,129 | -2,038 (-22.2%) |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,425 | 6,611 | -2,814 (-29.9%) |
| ADIRONDACK TRUST CO | 30,579 | 28,423 | -2,156 (-7.1%) |
| PKS Advisory Services, LLC | 29,510 | 23,749 | -5,761 (-19.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Risk Paradigm Group, LLC | 29,289 | $3,207,438 |
| SUMITOMO LIFE INSURANCE CO | 1,471,634 | $163,675 |
| SUMMIT WEALTH GROUP LLC / CO | 227,828 | $20,643 |
| Forefront Wealth Partners, LLC | 58,015 | $6,452 |
| Redhawk Wealth Advisors, Inc. | 95,814 | $10,656 |
| Estate Counselors, LLC | 96,745 | $10,760 |
| RETIREMENT CAPITAL STRATEGIES | 22,487 | $2,501 |
| SIH Partners, LLLP | 149,682 | $16,648 |
| READYSTATE ASSET MANAGEMENT LP | 90,000 | $10,010 |
| DARK FOREST CAPITAL MANAGEMENT LP | 91,743 | $10,204 |
| My Personal CFO, LLC | 10,646 | $1,184 |
| David R. Rahn & Associates Inc. | 14,414 | $1,603 |
| Wallace Advisory Group, LLC | 3,426 | $377 |
| Winthrop Partners - WNY, LLC | 1,070 | $124,430 |
| New Covenant Trust Company, N.A. | 2,528 | $281 |
| KMG FIDUCIARY PARTNERS, LLC | 25,838 | $2,874 |
| Orcam Financial Group | 2,563 | $285 |
| VAN STRUM & TOWNE INC. | 6,405 | $712 |
| Axis Wealth Partners, LLC | 2,378 | $265 |
| OneAscent Financial Services LLC | 8,054 | $896 |