Ticker: WOOD CUSIP: 464288174 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Fifth Third Securities, Inc. | 2,826 | $204 |
| Cullen Capital Management, LLC | 6,560 | $472 |
| Rossby Financial, LCC | 261 | $19 |
| Tradewinds Capital Management, LLC | 260 | $19 |
| Basepoint Wealth LLC | 102 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Comprehensive Money Management Services LLC | 21,975 | 37,155 | +15,180 (+69.1%) |
| Lynx Investment Advisory | 26,435 | 29,991 | +3,556 (+13.5%) |
| Stamos Capital Partners, L.P. | 6,653 | 9,702 | +3,049 (+45.8%) |
| Endowment Wealth Management, Inc. | 7,014 | 8,033 | +1,019 (+14.5%) |
| 1832 Asset Management L.P. | 297,369 | 313,335 | +15,966 (+5.4%) |
| JANE STREET GROUP, LLC | 25,025 | 32,320 | +7,295 (+29.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,192 | 22,636 | +6,444 (+39.8%) |
| OSAIC HOLDINGS, INC. | 5,425 | 8,836 | +3,411 (+62.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 25,989 | 28,379 | +2,390 (+9.2%) |
| BANK OF MONTREAL /CAN/ | 409 | 2,697 | +2,288 (+559.4%) |
| Arkadios Wealth Advisors | 7,097 | 7,680 | +583 (+8.2%) |
| MORGAN STANLEY | 10,146 | 11,057 | +911 (+9.0%) |
| Boston Standard Wealth Management, LLC | 3,595 | 3,731 | +136 (+3.8%) |
| Brookstone Capital Management | 5,602 | 6,080 | +478 (+8.5%) |
| MML INVESTORS SERVICES, LLC | 4,015 | 4,512 | +497 (+12.4%) |
| Cetera Investment Advisers | 3,581 | 3,855 | +274 (+7.7%) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 58 | 241 | +183 (+315.5%) |
| Global Retirement Partners, LLC | 1,742 | 1,850 | +108 (+6.2%) |
| JPMORGAN CHASE & CO | 2,086 | 2,163 | +77 (+3.7%) |
| Cerity Partners LLC | 2,906 | 2,942 | +36 (+1.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 171,233 | 92,726 | -78,507 (-45.8%) |
| FLOW TRADERS U.S. LLC | 35,351 | 28,504 | -6,847 (-19.4%) |
| UBS Group AG | 15,859 | 1,449 | -14,410 (-90.9%) |
| BANK OF AMERICA CORP /DE/ | 91,279 | 82,751 | -8,528 (-9.3%) |
| WELLS FARGO & COMPANY/MN | 15,697 | 9,142 | -6,555 (-41.8%) |
| Larson Financial Group LLC | 1,081 | 404 | -677 (-62.6%) |
| LPL Financial LLC | 14,384 | 13,090 | -1,294 (-9.0%) |
| Wealthfront Advisers LLC | 3,866 | 2,897 | -969 (-25.1%) |
| NATIONAL BANK OF CANADA /FI/ | 770 | 193 | -577 (-74.9%) |
| CAPTRUST FINANCIAL ADVISORS | 4,887 | 4,508 | -379 (-7.8%) |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 5,795 | 5,505 | -290 (-5.0%) |
| TRUIST FINANCIAL CORP | 27,619 | 27,322 | -297 (-1.1%) |
| RAYMOND JAMES FINANCIAL INC | 7,377 | 7,145 | -232 (-3.1%) |
| Tortoise Investment Management, LLC | 2,993 | 2,900 | -93 (-3.1%) |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4,908 | 4,837 | -71 (-1.4%) |
| JONES FINANCIAL COMPANIES LLLP | 230 | 145 | -85 (-37.0%) |
| GAMMA Investing LLC | 52 | 2 | -50 (-96.2%) |
| SBI Securities Co., Ltd. | 584 | 547 | -37 (-6.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GTS SECURITIES LLC | 10,902 | $800 |
| Sunbelt Securities, Inc. | 2,093 | $154 |
| Advisory Services Network, LLC | 400 | $29 |
| Wealthspire Advisors, LLC | 337 | $25 |
| PRINCIPAL SECURITIES, INC. | 172 | $13 |
| Aptus Capital Advisors, LLC | 100 | $7 |
| Glen Eagle Advisors, LLC | 1 | $0 |
| SIMPLEX TRADING, LLC | 124 | $0 |