Ticker: HYXF CUSIP: 46435G441 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Financial Connections Group, Inc. | 31,193 | $1 |
| American Money Management, LLC | 9,024 | $426 |
| NATURAL INVESTMENTS, LLC | 10,064 | $0 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,041 | $285 |
| Modern Wealth Management, LLC | 7,118 | $336 |
| EP Wealth Advisors, LLC | 15,344 | $725 |
| Mutual Advisors, LLC | 4,791 | $226 |
| Millstone Evans Group, LLC | 251 | $12 |
| Triumph Capital Management | 430 | $20 |
| AMERIPRISE FINANCIAL INC | 5,481 | $259 |
| TD Waterhouse Canada Inc. | 326 | $15 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Balanced Rock Investment Advisors LLC | 66,728 | 70,831 | +4,103 (+6.1%) |
| Aurora Private Wealth, Inc. | 16,940 | 25,820 | +8,880 (+52.4%) |
| Colorado Capital Management, Inc. | 89,179 | 93,722 | +4,543 (+5.1%) |
| SEEDS INVESTOR LLC | 27,995 | 36,498 | +8,503 (+30.4%) |
| Topel & Distasi Wealth Management, LLC | 18,246 | 19,512 | +1,266 (+6.9%) |
| SigFig Wealth Management, LLC | 229,808 | 239,468 | +9,660 (+4.2%) |
| Summit Wealth Group, LLC | 15,147 | 15,817 | +670 (+4.4%) |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 5,156 | 5,545 | +389 (+7.5%) |
| PFS Partners, LLC | 164 | 632 | +468 (+285.4%) |
| LPL Financial LLC | 56,225 | 118,175 | +61,950 (+110.2%) |
| JANE STREET GROUP, LLC | 4,908 | 36,372 | +31,464 (+641.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 71,557 | 89,557 | +18,000 (+25.2%) |
| WELLS FARGO & COMPANY/MN | 18,399 | 30,377 | +11,978 (+65.1%) |
| Mason & Associates Inc | 6,563 | 6,998 | +435 (+6.6%) |
| UBS Group AG | 76,728 | 80,365 | +3,637 (+4.7%) |
| One Capital Management, LLC | 17,766 | 18,753 | +987 (+5.6%) |
| ROYAL BANK OF CANADA | 18,304 | 21,508 | +3,204 (+17.5%) |
| ASSETMARK, INC | 47,458 | 49,568 | +2,110 (+4.4%) |
| Ameritas Investment Partners, Inc. | 12,646 | 13,380 | +734 (+5.8%) |
| Baker Avenue Asset Management, LP | 4,974 | 5,711 | +737 (+14.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 31,316 | 13,089 | -18,227 (-58.2%) |
| VERUS CAPITAL PARTNERS, LLC | 9,131 | 7,520 | -1,611 (-17.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 22,246 | 14,770 | -7,476 (-33.6%) |
| AE Wealth Management LLC | 2,551 | 1,351 | -1,200 (-47.0%) |
| Kestra Advisory Services, LLC | 11,000 | 9,858 | -1,142 (-10.4%) |
| US BANCORP \DE\ | 4,716 | 3,459 | -1,257 (-26.7%) |
| Walkner Condon Financial Advisors LLC | 7,420 | 7,322 | -98 (-1.3%) |
| Milestone Investment Advisors LLC | 5,057 | 4,992 | -65 (-1.3%) |
| NBT BANK N A /NY | 822 | 717 | -105 (-12.8%) |
| Physician Wealth Advisors, Inc. | 699 | 642 | -57 (-8.2%) |
| MAI Capital Management | 1,464 | 1,435 | -29 (-2.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 8,898 | $423 |
| Bank of New York Mellon Corp | 10,557 | $501 |
| Wealthspire Advisors, LLC | 1,282 | $61 |
| NewEdge Advisors, LLC | 600 | $28 |
| FLOW TRADERS U.S. LLC | 4,431 | $0 |
| Advisory Services Network, LLC | 7 | $0 |