Ticker: CMDY CUSIP: 46431W598 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FIDUCIENT ADVISORS LLC | 32,209 | $1,570 |
| Eagle Bay Advisors LLC | 1,000 | $49 |
| FIRST FOUNDATION ADVISORS | 12,647 | $617 |
| SteelPeak Wealth, LLC | 14,005 | $683 |
| Manning & Napier Advisors LLC | 3,315 | $162 |
| SageView Advisory Group, LLC | 1,355 | $66 |
| Kestra Advisory Services, LLC | 536 | $26 |
| WELLS FARGO & COMPANY/MN | 89 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Horizons Wealth Management | 71,582 | 93,309 | +21,727 (+30.4%) |
| Disciplina Capital Management LLC | 160,350 | 194,906 | +34,556 (+21.6%) |
| PRINCIPAL SECURITIES, INC. | 268,906 | 287,546 | +18,640 (+6.9%) |
| TD Waterhouse Canada Inc. | 289,540 | 315,113 | +25,573 (+8.8%) |
| OSAIC HOLDINGS, INC. | 72,711 | 160,976 | +88,265 (+121.4%) |
| HOLLENCREST CAPITAL MANAGEMENT | 10,767 | 13,821 | +3,054 (+28.4%) |
| Seaside Wealth Management, Inc. | 4,278 | 4,813 | +535 (+12.5%) |
| Fifth Third Securities, Inc. | 7,250 | 8,803 | +1,553 (+21.4%) |
| BANK OF AMERICA CORP /DE/ | 118,388 | 151,464 | +33,076 (+27.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 405,624 | 424,304 | +18,680 (+4.6%) |
| AMERIPRISE FINANCIAL INC | 382,671 | 397,973 | +15,302 (+4.0%) |
| JPMORGAN CHASE & CO | 124,710 | 137,128 | +12,418 (+10.0%) |
| RAYMOND JAMES FINANCIAL INC | 47,417 | 58,401 | +10,984 (+23.2%) |
| Kingsview Wealth Management, LLC | 26,512 | 28,539 | +2,027 (+7.6%) |
| Faithward Advisors, LLC | 5,514 | 5,961 | +447 (+8.1%) |
| MML INVESTORS SERVICES, LLC | 5,452 | 8,517 | +3,065 (+56.2%) |
| Valmark Advisers, Inc. | 4,598 | 6,245 | +1,647 (+35.8%) |
| Focus Partners Wealth | 7,732 | 9,740 | +2,008 (+26.0%) |
| SILVER OAK SECURITIES, INCORPORATED | 21,690 | 21,974 | +284 (+1.3%) |
| MORGAN STANLEY | 6,431 | 6,800 | +369 (+5.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Pullen Investment Management, LLC | 9,934 | 8,877 | -1,057 (-10.6%) |
| Alaska Wealth Advisors | 103,729 | 102,255 | -1,474 (-1.4%) |
| TRUIST FINANCIAL CORP | 17,187 | 6,694 | -10,493 (-61.1%) |
| LPL Financial LLC | 119,766 | 109,486 | -10,280 (-8.6%) |
| Cetera Investment Advisers | 25,826 | 19,563 | -6,263 (-24.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,789 | 5,204 | -585 (-10.1%) |
| Brinker Capital Investments, LLC | 6,817 | 6,695 | -122 (-1.8%) |
| US BANCORP \DE\ | 9,336 | 9,241 | -95 (-1.0%) |
| SIMPLEX TRADING, LLC | 92 | 32 | -60 (-65.2%) |
| ROYAL BANK OF CANADA | 68 | 48 | -20 (-29.4%) |
| CWM, LLC | 485 | 62 | -423 (-87.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FDx Advisors, Inc. | 74,228 | $4 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 17,134 | $901 |
| FLOW TRADERS U.S. LLC | 38,367 | $2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4,048 | $213 |
| UBS Group AG | 49,582 | $2,608 |
| JANE STREET GROUP, LLC | 24,957 | $1,313 |
| Advisory Services Network, LLC | 2,980 | $157 |
| MAI Capital Management | 79 | $4 |