Ticker: DMAX CUSIP: 46438G471 Class: LARGE CAP MAX BU
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BIP Wealth, LLC | 836,051 | $22,297 |
| Shared Vision Wealth Group LLC | 14,254 | $381 |
| Kovack Advisors, Inc. | 9,368 | $250 |
| MERCER GLOBAL ADVISORS INC /ADV | 55,025 | $1,468 |
| MORGAN STANLEY | 57,558 | $1,535 |
| OneDigital Investment Advisors LLC | 9,113 | $243 |
| Lido Advisors, LLC | 16,394 | $437 |
| CITADEL ADVISORS LLC | 8,514 | $227 |
| Bernard Wealth Management Corp. | 371 | $10 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 900 | $24 |
| Farther Finance Advisors, LLC | 10 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Crown Wealth Group, LLC | 401,375 | 482,027 | +80,652 (+20.1%) |
| Grantvest Financial Group LLC | 64,625 | 66,782 | +2,157 (+3.3%) |
| FC Advisory LLC | 96,151 | 97,264 | +1,113 (+1.2%) |
| High Falls Advisors, Inc | 14,200 | 14,863 | +663 (+4.7%) |
| Creative Planning | 21,792 | 27,420 | +5,628 (+25.8%) |
| IFP Advisors, Inc | 25 | 35 | +10 (+40.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 25,956 | 8,693 | -17,263 (-66.5%) |
| Blue Sky Capital Consultants Group, Inc. | 50,808 | 48,709 | -2,099 (-4.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 41,913 | 12,074 | -29,839 (-71.2%) |
| Kestra Investment Management, LLC | 15,592 | 12,074 | -3,518 (-22.6%) |
| Cetera Investment Advisers | 22,318 | 20,081 | -2,237 (-10.0%) |
| Amplius Wealth Advisors, LLC | 30,100 | 29,647 | -453 (-1.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CROSSPOINT FINANCIAL, LLC | 19,172 | $507 |
| Strategic Blueprint, LLC | 767,314 | $20,272 |
| KM Capital Management Ltd. | 55,025 | $1,454 |
| Kestra Advisory Services, LLC | 10,043 | $265 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,241 | $508 |
| Advisory Services Network, LLC | 1,383 | $37 |
| UBS Group AG | 936 | $25 |