Ticker: IXP CUSIP: 464287275 Class: GBL COMM SVC ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Paragon Advisors, LLC | 21,567 | $2,614 |
| Financial Management Professionals, Inc. | 18,594 | $2,254 |
| Sightline Wealth Advisors, LLC | 2,017 | $245 |
| Summit Financial, LLC | 8,092 | $981 |
| Csenge Advisory Group | 1,756 | $213 |
| Beacon Pointe Advisors, LLC | 4,854 | $588 |
| KCM INVESTMENT ADVISORS LLC | 1,658 | $201 |
| PNC Financial Services Group, Inc. | 2,500 | $303 |
| AMERIPRISE FINANCIAL INC | 1,707 | $207 |
| Kestra Advisory Services, LLC | 256 | $31 |
| SRS Capital Advisors, Inc. | 131 | $16 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 85 | $10 |
| Steward Partners Investment Advisory, LLC | 50 | $6 |
| UBS ASSET MANAGEMENT AMERICAS INC | 30 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CORRADO ADVISORS, LLC | 37,173 | 38,549 | +1,376 (+3.7%) |
| IFP Advisors, Inc | 173 | 52,228 | +52,055 (+30089.6%) |
| GTS SECURITIES LLC | 3,610 | 11,359 | +7,749 (+214.7%) |
| HighTower Advisors, LLC | 1,649 | 153,911 | +152,262 (+9233.6%) |
| FLOW TRADERS U.S. LLC | 2,093 | 19,255 | +17,162 (+820.0%) |
| Cadent Capital Advisors, LLC | 3,735 | 4,755 | +1,020 (+27.3%) |
| Pictet Asset Management Holding SA | 330,210 | 385,010 | +54,800 (+16.6%) |
| Tiller Private Wealth, Inc. | 2,870 | 3,155 | +285 (+9.9%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,397 | 84,702 | +79,305 (+1469.4%) |
| AE Wealth Management LLC | 45,371 | 50,177 | +4,806 (+10.6%) |
| MML INVESTORS SERVICES, LLC | 18,568 | 25,557 | +6,989 (+37.6%) |
| MORGAN STANLEY | 210,037 | 238,643 | +28,606 (+13.6%) |
| LPL Financial LLC | 73,571 | 88,079 | +14,508 (+19.7%) |
| BANK OF AMERICA CORP /DE/ | 275,904 | 294,527 | +18,623 (+6.7%) |
| WELLS FARGO & COMPANY/MN | 88,633 | 100,476 | +11,843 (+13.4%) |
| BlackRock, Inc. | 80,170 | 87,122 | +6,952 (+8.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 10,105 | 12,835 | +2,730 (+27.0%) |
| Sowell Financial Services LLC | 12,331 | 12,738 | +407 (+3.3%) |
| World Investment Advisors | 18,973 | 19,550 | +577 (+3.0%) |
| JONES FINANCIAL COMPANIES LLLP | 9,255 | 10,928 | +1,673 (+18.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HC Advisors, LLC | 25,948 | 25,645 | -303 (-1.2%) |
| GeoWealth Management, LLC | 28,177 | 893 | -27,284 (-96.8%) |
| PGIM Custom Harvest LLC | 398,705 | 386,394 | -12,311 (-3.1%) |
| Destination Wealth Management | 79,706 | 72,958 | -6,748 (-8.5%) |
| Slow Capital, Inc. | 19,509 | 17,810 | -1,699 (-8.7%) |
| One Charles Private Wealth Services, LLC | 3,734 | 3,326 | -408 (-10.9%) |
| HSBC HOLDINGS PLC | 1,126,195 | 1,077,786 | -48,409 (-4.3%) |
| ROCKLAND TRUST CO | 37,096 | 36,165 | -931 (-2.5%) |
| NewEdge Advisors, LLC | 40,010 | 32,231 | -7,779 (-19.4%) |
| MERIDIAN INVESTMENT COUNSEL INC. | 6,700 | 6,500 | -200 (-3.0%) |
| Cresset Asset Management, LLC | 15,881 | 11,742 | -4,139 (-26.1%) |
| JANE STREET GROUP, LLC | 15,907 | 7,971 | -7,936 (-49.9%) |
| UBS Group AG | 26,682 | 21,407 | -5,275 (-19.8%) |
| Quantinno Capital Management LP | 41,483 | 39,076 | -2,407 (-5.8%) |
| JOURNEY STRATEGIC WEALTH LLC | 22,938 | 22,593 | -345 (-1.5%) |
| North Star Investment Management Corp. | 1,139 | 834 | -305 (-26.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,283 | 3,146 | -1,137 (-26.5%) |
| JPMORGAN CHASE & CO | 19,168 | 18,641 | -527 (-2.7%) |
| Pathstone Holdings, LLC | 6,132 | 5,821 | -311 (-5.1%) |
| MAI Capital Management | 6,779 | 6,672 | -107 (-1.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SURIENCE PRIVATE WEALTH LLC | 67,959 | $8,399 |
| Per Stirling Capital Management, LLC. | 11,711 | $1,447 |
| Independent Solutions Wealth Management, LLC | 2,791 | $345 |
| NTV Asset Management LLC | 1,900 | $235 |
| Sageworth Trust Co | 1,644 | $203 |
| MARSHALL WACE, LLP | 2,431 | $300 |
| Creative Planning | 2,135 | $264 |
| Mirae Asset Global Investments Co., Ltd. | 800 | $99 |
| Wealthspire Advisors, LLC | 208 | $26 |
| Tortoise Investment Management, LLC | 100 | $12 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 130 | $16 |
| Global Trust Asset Management, LLC | 22 | $3 |
| HRT FINANCIAL LP | 3,149 | $0 |
| Cambridge Investment Research Advisors, Inc. | 1,691 | $0 |