Ticker: DIVB CUSIP: 46435U861 Class: CORE DIVID ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 6,871 | $365 |
| Gouws Capital LLC | 4,950 | $263 |
| BROOKS, MOORE & ASSOCIATES, INC. | 4,360 | $232 |
| Cresset Asset Management, LLC | 175,268 | $9,316 |
| Next Capital Management LLC | 3,854 | $205 |
| United Advisor Group, LLC | 3,828 | $203 |
| FOUNDERS FINANCIAL SECURITIES LLC | 4,235 | $225 |
| Dynamic Advisor Solutions LLC | 6,460 | $343 |
| Modern Wealth Management, LLC | 6,129 | $326 |
| Clark Capital Management Group, Inc. | 11,979 | $637 |
| Parallel Advisors, LLC | 4,225 | $225 |
| GOLDMAN SACHS GROUP INC | 8,115 | $431 |
| UBS Group AG | 259 | $14 |
| IFP Advisors, Inc | 36 | $2 |
| CWM, LLC | 1,323 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Paradiem, LLC | 32,289 | 977,956 | +945,667 (+2928.8%) |
| San Luis Wealth Advisors LLC | 239,137 | 297,407 | +58,270 (+24.4%) |
| Compass Financial Services Inc | 141,933 | 154,258 | +12,325 (+8.7%) |
| Sunburst Financial Group, LLC | 262,121 | 285,878 | +23,757 (+9.1%) |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 175,513 | 183,516 | +8,003 (+4.6%) |
| IAG Wealth Partners, LLC | 517,369 | 525,995 | +8,626 (+1.7%) |
| Aspire Capital Advisors LLC | 190,143 | 198,886 | +8,743 (+4.6%) |
| Prepared Retirement Institute LLC | 44,182 | 54,255 | +10,073 (+22.8%) |
| Advisors Capital Management, LLC | 108,278 | 689,600 | +581,322 (+536.9%) |
| IRON Financial LLC | 25,290 | 32,086 | +6,796 (+26.9%) |
| Farther Finance Advisors, LLC | 3,415 | 244,014 | +240,599 (+7045.4%) |
| ADG Wealth Management Group, LLC | 17,959 | 19,122 | +1,163 (+6.5%) |
| Cedar Mountain Advisors, LLC | 101,864 | 103,024 | +1,160 (+1.1%) |
| Breakwater Capital Group | 97,348 | 99,949 | +2,601 (+2.7%) |
| MONEY CONCEPTS CAPITAL CORP | 84,733 | 96,183 | +11,450 (+13.5%) |
| LPL Financial LLC | 2,735,252 | 3,577,926 | +842,674 (+30.8%) |
| Collier Financial | 7,498 | 8,170 | +672 (+9.0%) |
| Integrity Advisory Solutions, LLC | 9,138 | 11,716 | +2,578 (+28.2%) |
| Aptus Capital Advisors, LLC | 267,403 | 290,919 | +23,516 (+8.8%) |
| Lantern Wealth Advisors, LLC | 4,067 | 4,715 | +648 (+15.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Foguth Wealth Management, LLC. | 514,163 | 504,245 | -9,918 (-1.9%) |
| MidAtlantic Capital Management, Inc. | 20,626 | 16,937 | -3,689 (-17.9%) |
| INTEGRITY ALLIANCE, LLC. | 215,668 | 193,915 | -21,753 (-10.1%) |
| KPP Advisory Services LLC | 32,049 | 22,746 | -9,303 (-29.0%) |
| PEOPLES BANK /OH | 31,547 | 30,711 | -836 (-2.7%) |
| Kellett Wealth Advisors, LLC | 32,277 | 31,570 | -707 (-2.2%) |
| Tempus Wealth Planning, LLC | 14,054 | 10,724 | -3,330 (-23.7%) |
| MidWestOne Financial Group, Inc. | 79,258 | 76,320 | -2,938 (-3.7%) |
| SEGALL BRYANT & HAMILL, LLC | 411,970 | 391,807 | -20,163 (-4.9%) |
| Sovran Advisors, LLC | 26,697 | 21,776 | -4,921 (-18.4%) |
| Galvin, Gaustad & Stein, LLC | 42,550 | 39,366 | -3,184 (-7.5%) |
| IHT Wealth Management, LLC | 57,215 | 47,758 | -9,457 (-16.5%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 37,374 | 28,202 | -9,172 (-24.5%) |
| ROYAL BANK OF CANADA | 128,475 | 23,152 | -105,323 (-82.0%) |
| Integrated Wealth Concepts LLC | 13,229 | 4,863 | -8,366 (-63.2%) |
| Corient Private Wealth LLC | 430,973 | 409,667 | -21,306 (-4.9%) |
| Capital Asset Advisory Services LLC | 11,025 | 9,304 | -1,721 (-15.6%) |
| Argent Trust Co | 56,729 | 55,419 | -1,310 (-2.3%) |
| Princeton Global Asset Management LLC | 21,212 | 20,862 | -350 (-1.7%) |
| CITADEL ADVISORS LLC | 42,392 | 25,660 | -16,732 (-39.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Integrity Investment Advisors, LLC | 13,621 | $712 |
| Mach-1 Financial Group, LLC | 9,138 | $477 |
| GPS Wealth Strategies Group, LLC | 1,112 | $58 |
| Private Advisor Group, LLC | 6,273 | $328 |
| PRINCIPAL SECURITIES, INC. | 2,730 | $143 |
| Tower Research Capital LLC (TRC) | 1,883 | $98 |
| Cerity Partners LLC | 6,397 | $334 |
| Creative Planning | 4,452 | $233 |
| Ameritas Advisory Services, LLC | 827 | $43 |
| Cornerstone Planning Group LLC | 244 | $13 |
| Smartleaf Asset Management LLC | 323 | $17 |