Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Three Seasons Wealth, LLC | 39,553 | $4,286 |
| Yeomans Consulting Group, Inc. | 11,586 | $1,255 |
| FIRST NATIONAL BANK OF OMAHA | 48,212 | $5,260 |
| Kesler, Norman & Wride, LLC | 8,473 | $918 |
| Buck Wealth Strategies, LLC | 7,876 | $853 |
| Koshinski Asset Management, Inc. | 13,535 | $1,467 |
| Rede Wealth, LLC | 2,074 | $225 |
| FLOW TRADERS U.S. LLC | 22,681 | $2 |
| Beacon Capital Management, LLC | 2,678 | $290 |
| Smartleaf Asset Management LLC | 6,699 | $731 |
| Royal Fund Management, LLC | 2,928 | $317 |
| Beacon Pointe Advisors, LLC | 21,562 | $2,336 |
| Milestone Investment Advisors LLC | 940 | $102 |
| FOUNDERS FINANCIAL SECURITIES LLC | 2,353 | $255 |
| Apollon Wealth Management, LLC | 5,826 | $631 |
| Synergy Asset Management, LLC | 1,859 | $201 |
| Laurel Wealth Advisors LLC | 900 | $98 |
| Jump Financial, LLC | 5,643 | $611 |
| BNP PARIBAS ARBITRAGE, SA | 50,200 | $5,440 |
| HANCOCK WHITNEY CORP | 3,758 | $407 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Summit Financial Consulting LLC | 59,033 | 65,479 | +6,446 (+10.9%) |
| Pinkerton Retirement Specialists, LLC | 337,842 | 366,993 | +29,151 (+8.6%) |
| RPS ADVISORY SOLUTIONS LLC | 76,583 | 82,098 | +5,515 (+7.2%) |
| Lifestyle Asset Management, Inc. | 14,707 | 28,852 | +14,145 (+96.2%) |
| FORTE ASSET MANAGEMENT LLC | 68,959 | 69,680 | +721 (+1.0%) |
| MinichMacGregor Wealth Management, LLC | 106,035 | 110,594 | +4,559 (+4.3%) |
| Wealthstar Advisors, LLC | 18,720 | 24,666 | +5,946 (+31.8%) |
| CROBAN | 30,759 | 31,295 | +536 (+1.7%) |
| HSBC HOLDINGS PLC | 3,000 | 728,611 | +725,611 (+24187.0%) |
| COTTONWOOD CAPITAL ADVISORS, LLC | 3,308 | 4,110 | +802 (+24.2%) |
| Quartz Partners, LLC | 2,204 | 3,183 | +979 (+44.4%) |
| Steward Partners Investment Advisory, LLC | 381,290 | 404,651 | +23,361 (+6.1%) |
| KKM Financial LLC | 6,086 | 6,965 | +879 (+14.4%) |
| Adams Wealth Management | 2,543 | 3,526 | +983 (+38.7%) |
| Nikulski Financial, Inc. | 11,363 | 11,929 | +566 (+5.0%) |
| CacheTech Inc. | 2,543 | 3,526 | +983 (+38.7%) |
| Cresset Asset Management, LLC | 158,476 | 177,430 | +18,954 (+12.0%) |
| Corient Private Wealth LLC | 2,060 | 80,935 | +78,875 (+3828.9%) |
| PKS Advisory Services, LLC | 6,665 | 7,199 | +534 (+8.0%) |
| Equitable Holdings, Inc. | 38,852 | 47,658 | +8,806 (+22.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SHERMAN PORFOLIOS, LLC | 231,733 | 161,938 | -69,795 (-30.1%) |
| First Citizens Financial Corp | 17,898 | 16,826 | -1,072 (-6.0%) |
| Lifeworks Advisors, LLC | 13,053 | 6,339 | -6,714 (-51.4%) |
| CoreCap Advisors, LLC | 49,941 | 31,598 | -18,343 (-36.7%) |
| Westerkirk Capital Inc. | 11,780 | 5,451 | -6,329 (-53.7%) |
| USA FINANCIAL FORMULAS | 25,815 | 23,319 | -2,496 (-9.7%) |
| Prospera Financial Services Inc | 63,106 | 37,262 | -25,844 (-41.0%) |
| Sharkey, Howes & Javer | 11,644 | 8,330 | -3,314 (-28.5%) |
| Brendel Financial Advisors LLC | 8,579 | 8,019 | -560 (-6.5%) |
| Nova Wealth Management, Inc. | 1,751 | 1,420 | -331 (-18.9%) |
| HOLDERNESS INVESTMENTS CO | 13,630 | 12,983 | -647 (-4.7%) |
| Balboa Wealth Partners | 25,742 | 25,244 | -498 (-1.9%) |
| Forbes Financial Planning, Inc. | 3,117 | 2,857 | -260 (-8.3%) |
| Gladstone Institutional Advisory LLC | 6,625 | 3,379 | -3,246 (-49.0%) |
| NewEdge Advisors, LLC | 24,164 | 5,743 | -18,421 (-76.2%) |
| BANK OF AMERICA CORP /DE/ | 989,938 | 916,734 | -73,204 (-7.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 118,733 | 96,566 | -22,167 (-18.7%) |
| Mullooly Asset Management, Inc. | 6,957 | 6,840 | -117 (-1.7%) |
| MORGAN STANLEY | 695,720 | 657,781 | -37,939 (-5.5%) |
| Essex LLC | 14,071 | 13,896 | -175 (-1.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Midwest Professional Planners, LTD. | 28,162 | $3,123 |
| Wakefield Asset Management LLLP | 14,682 | $1,628 |
| FSA Investment Group, LLC | 4,974 | $556 |
| Vertex Planning Partners, LLC | 2,085 | $231 |
| Rise Advisors, LLC | 1,132 | $126 |
| ALLSTATE CORP | 12,047 | $1,336 |
| KINGSWOOD WEALTH ADVISORS, LLC | 3,130 | $347 |
| Ameritas Advisory Services, LLC | 1,251 | $139 |
| Avantax Planning Partners, Inc. | 1,835 | $204 |
| Delos Wealth Advisors, LLC | 150 | $17 |
| PRINCIPAL SECURITIES, INC. | 1,358 | $151 |
| Gotham Asset Management, LLC | 2,287 | $254 |
| RENAISSANCE TECHNOLOGIES LLC | 3,100 | $344 |
| Advisory Services Network, LLC | 823 | $91 |
| MATHER GROUP, LLC. | 732 | $81 |
| Financial Life Planners | 32 | $4 |
| Capital Analysts, LLC | 1,001 | $0 |
| HRT FINANCIAL LP | 3,272 | $0 |