Ticker: IQLT CUSIP: 46434V456 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 58,472 | $2,658 |
| VIAWEALTH, LLC | 36,185 | $1,645 |
| Dynasty Wealth Management, LLC | 1,633,151 | $74,227 |
| Corps Capital Advisors, LLC | 11,187 | $508 |
| Hyundai Investments Co., Ltd. | 10,914 | $499 |
| 17 CAPITAL PARTNERS, LLC | 10,727 | $488 |
| GK Wealth Management LLC | 8,307 | $378 |
| Leo Wealth, LLC | 43,686 | $1,986 |
| Rothschild Wealth LLC | 30,181 | $1,372 |
| Fortis Capital Management LLC | 13,752 | $625 |
| GENESIS PRIVATE WEALTH, LLC | 5,331 | $242 |
| Haverford Financial Services, Inc. | 6,415 | $292 |
| One Capital Management, LLC | 41,067 | $1,866 |
| BIP Wealth, LLC | 28,620 | $1,301 |
| U.S. Capital Wealth Advisors, LLC | 28,111 | $1,278 |
| Helen Stephens Group, LLC | 4,437 | $202 |
| Gateway Wealth Partners, LLC | 6,688 | $304 |
| Gladstone Institutional Advisory LLC | 17,852 | $811 |
| Quadrature Capital Ltd | 36,791 | $1,672 |
| Keebeck Wealth Management | 4,536 | $206 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Richard Bernstein Advisors LLC | 10,533,655 | 12,750,445 | +2,216,790 (+21.0%) |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,487,855 | 6,444,572 | +2,956,717 (+84.8%) |
| ASB Consultores, LLC | 17,817 | 26,165 | +8,348 (+46.9%) |
| Inlight Wealth Management, LLC | 217,781 | 280,326 | +62,545 (+28.7%) |
| TOBIAS FINANCIAL ADVISORS, INC. | 953,460 | 1,040,991 | +87,531 (+9.2%) |
| Ewing Morris & Co. Investment Partners Ltd. | 139,933 | 165,275 | +25,342 (+18.1%) |
| Sunburst Financial Group, LLC | 689,581 | 730,004 | +40,423 (+5.9%) |
| Shum Financial Group, Inc. | 72,909 | 82,704 | +9,795 (+13.4%) |
| Altus Wealth Management, LLC | 465,418 | 476,554 | +11,136 (+2.4%) |
| Capital Investment Advisors, LLC | 5,550,228 | 5,785,620 | +235,392 (+4.2%) |
| OxenFree Capital LLC | 147,544 | 156,449 | +8,905 (+6.0%) |
| MBA Advisors LLC | 266,775 | 276,992 | +10,217 (+3.8%) |
| Harbor Group, Inc. | 814,299 | 837,479 | +23,180 (+2.8%) |
| Carr Financial Group Corp | 566,384 | 579,506 | +13,122 (+2.3%) |
| MFA Wealth Services | 124,617 | 129,898 | +5,281 (+4.2%) |
| Sage Mountain Advisors LLC | 1,463,937 | 1,502,162 | +38,225 (+2.6%) |
| Genesis Wealth Advisors, LLC | 156,121 | 160,129 | +4,008 (+2.6%) |
| Ackerman Capital Advisors, LLC | 124,979 | 177,149 | +52,170 (+41.7%) |
| Interchange Capital Partners, LLC | 313,129 | 328,956 | +15,827 (+5.1%) |
| BankPlus Wealth Management LLC | 77,405 | 88,299 | +10,894 (+14.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LIBERTY SQUARE WEALTH PARTNERS LLC | 401,236 | 166,846 | -234,390 (-58.4%) |
| ENZI WEALTH | 529,862 | 316,515 | -213,347 (-40.3%) |
| Archer Investment Management, LLC | 192,517 | 121,547 | -70,970 (-36.9%) |
| PALLADIEM, LLC | 150,318 | 120,680 | -29,638 (-19.7%) |
| WPG Advisers, LLC | 144,946 | 133,228 | -11,718 (-8.1%) |
| LIFE LINE WEALTH MANAGEMENT LLC | 967,757 | 942,700 | -25,057 (-2.6%) |
| D'Orazio & Associates, Inc. | 1,035,618 | 1,012,270 | -23,348 (-2.3%) |
| Wells Financial Advisors INC | 24,207 | 10,801 | -13,406 (-55.4%) |
| Frontier Asset Management, LLC | 341,679 | 337,467 | -4,212 (-1.2%) |
| Emerald Advisors, LLC | 201,897 | 141,342 | -60,555 (-30.0%) |
| Ameritas Advisory Services, LLC | 306,754 | 143,088 | -163,666 (-53.4%) |
| Baron Financial Group, LLC | 104,110 | 102,055 | -2,055 (-2.0%) |
| Summit Wealth Partners, LLC | 252,364 | 242,304 | -10,060 (-4.0%) |
| Integrity Financial Corp /WA | 54,950 | 45,444 | -9,506 (-17.3%) |
| Millburn Ridgefield Corp | 1,509,275 | 1,431,920 | -77,355 (-5.1%) |
| PATTON ALBERTSON MILLER GROUP, LLC | 172,776 | 137,974 | -34,802 (-20.1%) |
| Bell Investment Advisors, Inc | 219,799 | 209,644 | -10,155 (-4.6%) |
| Richard P Slaughter Associates Inc | 194,698 | 189,104 | -5,594 (-2.9%) |
| Catalyst Capital Advisors LLC | 1,509,275 | 1,431,920 | -77,355 (-5.1%) |
| PNC Financial Services Group, Inc. | 22,375,935 | 18,239,931 | -4,136,004 (-18.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Fluent Financial, LLC | 139,386 | $6,159 |
| FLOW TRADERS U.S. LLC | 755,203 | $33 |
| Fortress Financial Solutions, LLC | 7,800 | $345 |
| Park Edge Advisors, LLC | 29,871 | $1,320 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 5,427 | $240 |
| Midwest Heritage Bank, FSB | 7,899 | $349 |
| FLAGSHIP HARBOR ADVISORS, LLC | 48,152 | $2,128 |
| OLD MISSION CAPITAL LLC | 93,030 | $4,111 |
| Kingsview Wealth Management, LLC | 125,689 | $5,554 |
| Prasad Wealth Partners, LLC | 7,363 | $325 |
| Edge Financial Advisors LLC | 4,617 | $204 |
| KPP Advisory Services LLC | 10,974 | $485 |
| GTS SECURITIES LLC | 20,896 | $923 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 5,284 | $234 |
| JANE STREET GROUP, LLC | 1,680,665 | $74,269 |
| Dana Investment Advisors, Inc. | 4,721 | $209 |
| Brookstone Capital Management | 9,033 | $399 |
| Kovitz Investment Group Partners, LLC | 7,220 | $319 |
| Forum Financial Management, LP | 4,659 | $206 |
| Independence Bank of Kentucky | 950 | $42 |