Ticker: IDGT CUSIP: 464287531 Class: US DIGITAL INFRA
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Talisman Wealth Advisors LLC | 4,376 | $203 |
| IHT Wealth Management, LLC | 10,262 | $928 |
| SageView Advisory Group, LLC | 1,400 | $119 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 581 | $49 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 635 | $54 |
| Tower Research Capital LLC (TRC) | 69 | $6 |
| Sound Income Strategies, LLC | 55 | $5 |
| PRIVATE TRUST CO NA | 46 | $4 |
| Cherry Tree Wealth Management, LLC | 11 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Aprio Wealth Management, LLC | 163,423 | 171,489 | +8,066 (+4.9%) |
| Long Run Wealth Advisors, LLC | 45,022 | 45,769 | +747 (+1.7%) |
| CORA CAPITAL ADVISORS LLC | 10,108 | 10,432 | +324 (+3.2%) |
| RAYMOND JAMES FINANCIAL INC | 37,405 | 91,413 | +54,008 (+144.4%) |
| MML INVESTORS SERVICES, LLC | 32,718 | 41,627 | +8,909 (+27.2%) |
| LPL Financial LLC | 75,493 | 89,657 | +14,164 (+18.8%) |
| BANK OF AMERICA CORP /DE/ | 26,848 | 36,456 | +9,608 (+35.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 39,456 | 44,948 | +5,492 (+13.9%) |
| Cetera Investment Advisers | 29,595 | 32,383 | +2,788 (+9.4%) |
| JONES FINANCIAL COMPANIES LLLP | 5,491 | 7,933 | +2,442 (+44.5%) |
| TRUIST FINANCIAL CORP | 4,785 | 5,384 | +599 (+12.5%) |
| ROYAL BANK OF CANADA | 686 | 1,161 | +475 (+69.2%) |
| Steward Partners Investment Advisory, LLC | 49 | 427 | +378 (+771.4%) |
| OSAIC HOLDINGS, INC. | 4,812 | 5,171 | +359 (+7.5%) |
| MORGAN STANLEY | 15,052 | 15,410 | +358 (+2.4%) |
| FLAGSHIP HARBOR ADVISORS, LLC | 8,117 | 8,267 | +150 (+1.8%) |
| CITIGROUP INC | 772 | 981 | +209 (+27.1%) |
| TD Waterhouse Canada Inc. | 2,770 | 2,860 | +90 (+3.2%) |
| WELLS FARGO & COMPANY/MN | 48 | 126 | +78 (+162.5%) |
| Farther Finance Advisors, LLC | 60 | 87 | +27 (+45.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GTS SECURITIES LLC | 15,066 | 3,582 | -11,484 (-76.2%) |
| Krilogy Financial LLC | 14,189 | 11,730 | -2,459 (-17.3%) |
| CITADEL ADVISORS LLC | 39,995 | 30,434 | -9,561 (-23.9%) |
| UBS Group AG | 17,361 | 14,774 | -2,587 (-14.9%) |
| GOLDMAN SACHS GROUP INC | 30,695 | 28,540 | -2,155 (-7.0%) |
| Wealthspire Advisors, LLC | 4,168 | 2,977 | -1,191 (-28.6%) |
| Janney Montgomery Scott LLC | 4,750 | 4,490 | -260 (-5.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SFG Wealth Management, LLC. | 4,846 | $420 |
| GPS Wealth Strategies Group, LLC | 543 | $47 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 368 | $32 |
| Advisory Services Network, LLC | 249 | $22 |
| Ronald Blue Trust, Inc. | 35 | $3 |
| Capital Analysts, LLC | 138 | $0 |