Ticker: ESMV CUSIP: 46436E445 Class: ESG OPTIMIZED MS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Virtue Capital Management, LLC | 40,063 | $1,590 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | 13,743 | 18,027 | +4,284 (+31.2%) |
| CITADEL ADVISORS LLC | 11,069 | 12,464 | +1,395 (+12.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Perigon Wealth Management, LLC | 7,691 | $224 |