Ticker: MEAR CUSIP: 46431W838 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cresta Advisors, Ltd. | 49,100 | $2,471 |
| MMA ASSET MANAGEMENT LLC | 24,073 | $1,211 |
| Lionshead Wealth Management, LLC | 8,460 | $426 |
| Westwood Wealth Management | 8,460 | $426 |
| Ausdal Financial Partners, Inc. | 76,335 | $3,841 |
| BSW Wealth Partners | 13,737 | $691 |
| Quantinno Capital Management LP | 307,365 | $15,467 |
| Elequin Capital, LP | 15,782 | $794 |
| Mount Yale Investment Advisors, LLC | 17,470 | $879 |
| VestGen Advisors, LLC | 23,260 | $1,170 |
| Towneley Capital Management, Inc / DE | 4,961 | $250 |
| FINANCIAL MANAGEMENT NETWORK INC | 6,039 | $304 |
| Valeo Financial Advisors, LLC | 33,780 | $1,700 |
| Southeast Asset Advisors Inc. | 7,750 | $390 |
| McAdam, LLC | 10,534 | $530 |
| Vestmark Advisory Solutions, Inc. | 15,460 | $778 |
| Dynamic Advisor Solutions LLC | 8,691 | $437 |
| SAX WEALTH ADVISORS, LLC | 5,000 | $252 |
| Kovack Advisors, Inc. | 4,001 | $201 |
| Dorsey & Whitney Trust CO LLC | 4,028 | $203 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 2,027,539 | 2,191,159 | +163,620 (+8.1%) |
| Elmwood Wealth Management, Inc. | 81,425 | 89,290 | +7,865 (+9.7%) |
| Smart Money Group LLC | 133,026 | 136,262 | +3,236 (+2.4%) |
| Objective Capital Management, LLC | 14,217 | 17,850 | +3,633 (+25.6%) |
| Willis Johnson & Associates, Inc. | 26,186 | 105,166 | +78,980 (+301.6%) |
| Five Pine Wealth Management | 26,631 | 30,892 | +4,261 (+16.0%) |
| Clarity Asset Management, Inc. | 63,347 | 64,674 | +1,327 (+2.1%) |
| Client First Capital LLC | 8,804 | 17,848 | +9,044 (+102.7%) |
| Richard P Slaughter Associates Inc | 98,244 | 103,421 | +5,177 (+5.3%) |
| MRP Capital Investments, LLC | 3,000 | 7,000 | +4,000 (+133.3%) |
| DGS Capital Management, LLC | 95,147 | 102,678 | +7,531 (+7.9%) |
| DORVAL Corp | 9,293 | 17,004 | +7,711 (+83.0%) |
| Foster Group, Inc. | 527,331 | 550,934 | +23,603 (+4.5%) |
| Integrated Investment Consultants, LLC | 72,349 | 76,887 | +4,538 (+6.3%) |
| Summit Wealth Partners, LLC | 32,608 | 37,727 | +5,119 (+15.7%) |
| Evernest Financial Advisors, LLC | 18,898 | 22,045 | +3,147 (+16.7%) |
| Merit Financial Group, LLC | 36,605 | 107,594 | +70,989 (+193.9%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 55,585 | 66,211 | +10,626 (+19.1%) |
| CAPTRUST FINANCIAL ADVISORS | 1,258,796 | 1,470,159 | +211,363 (+16.8%) |
| Cetera Investment Advisers | 203,778 | 485,302 | +281,524 (+138.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Pine Harbor Wealth Management, LLC | 187,752 | 175,678 | -12,074 (-6.4%) |
| Ullmann Wealth Partners Group, LLC | 451,989 | 445,545 | -6,444 (-1.4%) |
| Keystone Financial Group, Inc. | 81,266 | 79,758 | -1,508 (-1.9%) |
| Alexander Randolph Advisory, Inc. | 31,529 | 28,443 | -3,086 (-9.8%) |
| Kestra Investment Management, LLC | 472,295 | 393,836 | -78,459 (-16.6%) |
| Portfolio Design Labs, LLC | 116,037 | 111,828 | -4,209 (-3.6%) |
| LEGACY SOLUTIONS, LLC | 6,275 | 4,170 | -2,105 (-33.5%) |
| Flagship Private Wealth, LLC | 42,390 | 40,451 | -1,939 (-4.6%) |
| Tortoise Investment Management, LLC | 70,610 | 61,470 | -9,140 (-12.9%) |
| STEPHENS INC /AR/ | 171,628 | 136,547 | -35,081 (-20.4%) |
| 4J Wealth Management LLC | 17,739 | 17,174 | -565 (-3.2%) |
| BlackDiamond Wealth Management Inc. | 6,471 | 5,377 | -1,094 (-16.9%) |
| KWMG, LLC | 38,007 | 33,025 | -4,982 (-13.1%) |
| Modern Wealth Management, LLC | 91,176 | 71,301 | -19,875 (-21.8%) |
| SYKON CAPITAL LLC | 13,497 | 12,297 | -1,200 (-8.9%) |
| HILL ISLAND FINANCIAL LLC | 35,154 | 34,154 | -1,000 (-2.8%) |
| Quotient Wealth Partners, LLC | 193,455 | 185,233 | -8,222 (-4.3%) |
| Dynasty Wealth Management, LLC | 196,751 | 180,115 | -16,636 (-8.5%) |
| Savant Capital, LLC | 146,595 | 114,106 | -32,489 (-22.2%) |
| DecisionMap Wealth Management, LLC | 4,835 | 4,343 | -492 (-10.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| First Citizens Financial Corp | 8,959 | $453 |
| Shum Financial Group, Inc. | 5,460 | $276 |
| TWO SIGMA SECURITIES, LLC | 4,124 | $208 |
| Visionary Wealth Advisors | 6,958 | $351 |
| Perennial Investment Advisors, LLC | 4,283 | $216 |
| Crossmark Global Holdings, Inc. | 7,697 | $388 |
| JANE STREET GROUP, LLC | 56,943 | $2,876 |
| Newbridge Financial Services Group, Inc. | 637 | $32 |
| MATHER GROUP, LLC. | 2,634 | $133 |
| Global Retirement Partners, LLC | 569 | $29 |
| PRINCIPAL SECURITIES, INC. | 345 | $17 |
| Aptus Capital Advisors, LLC | 340 | $17 |
| NATIXIS ADVISORS, L.P. | 18,206 | $1 |