Ticker: USIG CUSIP: 464288620 Class: USD INV GRDE ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Runnymede Capital Advisors, Inc. | 175,018 | $9,061 |
| Virtue Capital Management, LLC | 65,790 | $3,405 |
| Kensington Asset Management, LLC | 129,603 | $6,730 |
| Spectrum Strategic Capital Management, LLC | 6,984 | $362 |
| Integrity Investment Advisors, LLC | 4,600 | $238 |
| Dakota Wealth Management | 95,073 | $4,922 |
| Apollon Financial, LLC | 11,872 | $615 |
| UBS ASSET MANAGEMENT AMERICAS INC | 3,151,959 | $163,177 |
| Impact Capital Partners LLC | 4,914 | $254 |
| GABLES CAPITAL MANAGEMENT INC. | 2,651 | $137 |
| Ledyard National Bank | 5,022 | $260 |
| Centennial Bank/AR/ | 1,271 | $66 |
| Focus Financial Network, Inc. | 8,154 | $422 |
| VERUS CAPITAL PARTNERS, LLC | 4,317 | $223 |
| Curi Capital, LLC | 9,455 | $489 |
| YANKCOM Partnership | 622 | $32 |
| Avantax Planning Partners, Inc. | 5,461 | $283 |
| Kingdom Financial Group LLC. | 529 | $27 |
| BENJAMIN EDWARDS INC | 7,414 | $384 |
| AMERICAN NATIONAL BANK | 1,300 | $68 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Strategic Investment Advisors / MI | 826 | 233,947 | +233,121 (+28222.9%) |
| Fjell Capital, LLC | 82,848 | 93,318 | +10,470 (+12.6%) |
| Long Run Wealth Advisors, LLC | 1,167,286 | 1,195,107 | +27,821 (+2.4%) |
| Cosner Financial Group, LLC | 347,514 | 358,581 | +11,067 (+3.2%) |
| Erickson Financial Group, LLC | 90,717 | 98,917 | +8,200 (+9.0%) |
| TIAA TRUST, NATIONAL ASSOCIATION | 24,591,007 | 25,593,092 | +1,002,085 (+4.1%) |
| Empower Advisory Group, LLC | 17,550,488 | 18,917,043 | +1,366,555 (+7.8%) |
| Blue Edge Capital, LLC | 379,911 | 411,854 | +31,943 (+8.4%) |
| Avidian Wealth Solutions, LLC | 1,432,442 | 1,527,919 | +95,477 (+6.7%) |
| K2 Financial Inc. | 52,985 | 60,372 | +7,387 (+13.9%) |
| Financial Avengers, Inc. | 72,825 | 90,019 | +17,194 (+23.6%) |
| Glassy Mountain Advisors, Inc. | 174,735 | 181,249 | +6,514 (+3.7%) |
| IVC Wealth Advisors LLC | 148,477 | 151,898 | +3,421 (+2.3%) |
| Beacon Pointe Advisors, LLC | 83,376 | 1,442,085 | +1,358,709 (+1629.6%) |
| Shelter Mutual Insurance Co | 270,860 | 273,990 | +3,130 (+1.2%) |
| Landing Point Financial Group, LLC | 67,381 | 73,230 | +5,849 (+8.7%) |
| Archford Capital Strategies, LLC | 90,869 | 128,136 | +37,267 (+41.0%) |
| Kestra Investment Management, LLC | 938,833 | 1,014,699 | +75,866 (+8.1%) |
| SECURIAN ASSET MANAGEMENT, INC | 360,017 | 439,717 | +79,700 (+22.1%) |
| Kraft, Davis & Associates, LLC | 92,273 | 99,525 | +7,252 (+7.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Trilogy Capital Inc. | 1,187,973 | 648,648 | -539,325 (-45.4%) |
| Voya Financial Advisors, Inc. | 872,481 | 826,093 | -46,388 (-5.3%) |
| Center For Asset Management LLC | 104,749 | 95,809 | -8,940 (-8.5%) |
| Trivant Custom Portfolio Group, LLC | 177,307 | 175,018 | -2,289 (-1.3%) |
| Premier Path Wealth Partners, LLC | 233,401 | 216,333 | -17,068 (-7.3%) |
| McKinley Carter Wealth Services, Inc. | 335,876 | 295,969 | -39,907 (-11.9%) |
| Americana Partners, LLC | 838,614 | 811,715 | -26,899 (-3.2%) |
| Columbus Macro, LLC | 126,404 | 111,048 | -15,356 (-12.1%) |
| 10Elms LLP | 37,708 | 37,329 | -379 (-1.0%) |
| Valley Financial Group, Inc. | 11,539 | 7,997 | -3,542 (-30.7%) |
| Fifth Third Securities, Inc. | 38,805 | 17,568 | -21,237 (-54.7%) |
| Manning & Napier Advisors LLC | 396,799 | 338,490 | -58,309 (-14.7%) |
| Mount Yale Investment Advisors, LLC | 25,197 | 6,290 | -18,907 (-75.0%) |
| OSAIC HOLDINGS, INC. | 625,587 | 211,508 | -414,079 (-66.2%) |
| Breakwater Capital Group | 17,668 | 11,617 | -6,051 (-34.2%) |
| CROBAN | 16,981 | 16,240 | -741 (-4.4%) |
| Valeo Financial Advisors, LLC | 35,154 | 10,130 | -25,024 (-71.2%) |
| Cambridge Financial Group, LLC | 9,827 | 7,851 | -1,976 (-20.1%) |
| Asset Management One Co., Ltd. | 2,430,935 | 2,370,070 | -60,865 (-2.5%) |
| Saiph Capital, LLC | 22,466 | 21,462 | -1,004 (-4.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Motiv8 Investments LLC | 115,746 | $6,044 |
| Japan Science & Technology Agency | 2,150,000 | $112,273 |
| ASB Consultores, LLC | 4,895 | $256 |
| Shared Vision Wealth Group LLC | 5,081 | $267 |
| TWIN CITY PRIVATE WEALTH, LLC | 1,861 | $97 |
| Pinion Investment Advisors, LLC | 3,864 | $203 |
| Koss-Olinger Consulting, LLC | 9,349 | $481 |
| Clearwater Capital Advisors, LLC | 7,663 | $400 |
| FDx Advisors, Inc. | 4,790 | $0 |
| BANK OF NOVA SCOTIA | 200,000 | $10,444 |
| CITIGROUP INC | 290,526 | $15,171 |
| XTX Topco Ltd | 6,673 | $348 |
| GTS SECURITIES LLC | 6,236 | $326 |
| Savvy Advisors, Inc. | 5,846 | $305 |
| PRINCIPAL FINANCIAL GROUP INC | 72,632 | $3,793 |
| CHOREO, LLC | 6,035 | $315 |
| PARK AVENUE SECURITIES LLC | 35,323 | $2 |
| RENAISSANCE TECHNOLOGIES LLC | 14,500 | $757 |
| STEPHENS INC /AR/ | 4,367 | $228 |
| Equitable Holdings, Inc. | 5,481 | $286 |