Ticker: JSCP CUSIP: 46641Q274 Class: SHORT DURA CORE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HARBOUR INVESTMENT MANAGEMENT LLC | 18,785 | $897 |
| New Insight Wealth Advisors | 23,333 | $1,110 |
| Clear Creek Financial Management, LLC | 46,396 | $2,206 |
| TBH Global Asset Management, LLC | 19,190 | $1,009 |
| BBR PARTNERS, LLC | 33,530 | $1,595 |
| Professional Financial Advisors, LLC | 10,217 | $486 |
| Whitegate Investment Counselors, Inc. | 5,696 | $271 |
| Allworth Financial LP | 233,227 | $11,092 |
| Leo Wealth, LLC | 7,469 | $355 |
| Focus Partners Wealth | 247,249 | $11,803 |
| Thrivent Financial for Lutherans | 169,638 | $8 |
| AMERIFLEX GROUP, INC. | 437 | $21 |
| STIFEL FINANCIAL CORP | 8,616 | $410 |
| ROYAL BANK OF CANADA | 1,143 | $55 |
| ASSETMARK, INC | 137 | $7 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 83 | $4 |
| Cambridge Investment Research Advisors, Inc. | 12,003 | $1 |
| NATIXIS ADVISORS, L.P. | 14,833 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Roberts Wealth Advisors, LLC | 371,733 | 497,126 | +125,393 (+33.7%) |
| Bridgewealth Advisory Group, LLC | 304,345 | 354,395 | +50,050 (+16.4%) |
| Roof Eidam Maycock Peralta, LLC | 325,087 | 338,653 | +13,566 (+4.2%) |
| 21 West Wealth Management LLC | 64,581 | 68,326 | +3,745 (+5.8%) |
| SkyOak Wealth, LLC | 243,153 | 271,185 | +28,032 (+11.5%) |
| Clear Point Advisors Inc. | 38,133 | 46,485 | +8,352 (+21.9%) |
| TD Capital Management LLC | 217,013 | 280,323 | +63,310 (+29.2%) |
| AIFG Consultants Ltd. | 17,776 | 20,096 | +2,320 (+13.1%) |
| NOESIS CAPITAL MANGEMENT CORP | 63,035 | 99,645 | +36,610 (+58.1%) |
| PROMETHIUM ADVISORS,LLC | 44,665 | 50,415 | +5,750 (+12.9%) |
| SIGNET FINANCIAL MANAGEMENT, LLC | 244,423 | 263,837 | +19,414 (+7.9%) |
| EP Wealth Advisors, LLC | 1,863,913 | 2,138,160 | +274,247 (+14.7%) |
| Main Street Financial Solutions, LLC | 121,461 | 144,378 | +22,917 (+18.9%) |
| Heritage Wealth Management, Inc. | 45,485 | 49,207 | +3,722 (+8.2%) |
| Hennion & Walsh Asset Management, Inc. | 392,511 | 408,925 | +16,414 (+4.2%) |
| CARY STREET PARTNERS FINANCIAL LLC | 8,909 | 54,538 | +45,629 (+512.2%) |
| USAdvisors Wealth Management, LLC | 18,358 | 24,661 | +6,303 (+34.3%) |
| MidAtlantic Capital Management, Inc. | 15,347 | 16,525 | +1,178 (+7.7%) |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 14,414 | 16,010 | +1,596 (+11.1%) |
| Apella Capital, LLC | 449,839 | 462,858 | +13,019 (+2.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BCGM Wealth Management, LLC | 26,668 | 10,782 | -15,886 (-59.6%) |
| Visionary Wealth Advisors | 159,068 | 123,740 | -35,328 (-22.2%) |
| HB Wealth Management, LLC | 899,138 | 835,354 | -63,784 (-7.1%) |
| OSAIC HOLDINGS, INC. | 476,556 | 336,056 | -140,500 (-29.5%) |
| Tortoise Investment Management, LLC | 9,485 | 5,695 | -3,790 (-40.0%) |
| Southeast Asset Advisors Inc. | 22,534 | 19,780 | -2,754 (-12.2%) |
| D.A. DAVIDSON & CO. | 53,213 | 33,140 | -20,073 (-37.7%) |
| Global Retirement Partners, LLC | 32,116 | 26,227 | -5,889 (-18.3%) |
| HFM Investment Advisors, LLC | 3,744 | 3,232 | -512 (-13.7%) |
| GeoWealth Management, LLC | 23,999 | 20,555 | -3,444 (-14.4%) |
| Vawter Financial, Ltd. | 9,598 | 9,430 | -168 (-1.8%) |
| Prospera Financial Services Inc | 7,845 | 5,020 | -2,825 (-36.0%) |
| FLOW TRADERS U.S. LLC | 17,460 | 9,972 | -7,488 (-42.9%) |
| Cetera Investment Advisers | 8,200 | 5,094 | -3,106 (-37.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 22,231 | 20,654 | -1,577 (-7.1%) |
| Merit Financial Group, LLC | 47,965 | 47,479 | -486 (-1.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Frederick Financial Consultants, LLC | 24,671 | $1,409 |
| Integrated Wealth Concepts LLC | 272,513 | $12,974 |
| Kovitz Investment Group Partners, LLC | 209,171 | $9,959 |
| GOLDMAN SACHS GROUP INC | 219,638 | $10,457 |
| Clearstead Trust, LLC | 1,288 | $61 |
| JANE STREET GROUP, LLC | 21,794 | $1,038 |