Ticker: BBUS CUSIP: 46641Q399 Class: BETABUILDRS US
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Norinchukin Bank, The | 2,459,000 | $303,219 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 277,288 | $34,285 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 15,676 | $1,966 |
| OAK HARBOR WEALTH PARTNERS, LLC | 932 | $115 |
| Fairway Wealth LLC | 711 | $88 |
| DAYMARK WEALTH PARTNERS, LLC | 4,147 | $511 |
| Ameritas Advisory Services, LLC | 2,349 | $290 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,286 | $159 |
| OneDigital Investment Advisors LLC | 4,326 | $533 |
| MPWM ADVISORY SOLUTIONS, LLC | 137 | $17 |
| Concurrent Investment Advisors, LLC | 1,994 | $246 |
| CITADEL ADVISORS LLC | 15,506 | $1,912 |
| QUADRANT CAPITAL GROUP LLC | 1,099 | $136 |
| Sanctuary Advisors, LLC | 3,169 | $391 |
| PRINCIPAL FINANCIAL GROUP INC | 8,112 | $1,000 |
| Williams Jones Wealth Management, LLC. | 1,868 | $230 |
| STIFEL FINANCIAL CORP | 5,724 | $706 |
| &PARTNERS | 1,682 | $207 |
| HAZLETT, BURT & WATSON, INC. | 488 | $0 |
| HOEY INVESTMENTS, INC | 204 | $25 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wealth Group Ltd | 377,826 | 544,019 | +166,193 (+44.0%) |
| Robertson Stephens Wealth Management, LLC | 464,962 | 791,483 | +326,521 (+70.2%) |
| MN Wealth Advisors, LLC | 232,617 | 247,219 | +14,602 (+6.3%) |
| 5T Wealth, LLC | 116,210 | 131,327 | +15,117 (+13.0%) |
| Vestmark Advisory Solutions, Inc. | 1,510,723 | 1,708,199 | +197,476 (+13.1%) |
| KELLY FINANCIAL GROUP LLC | 495,230 | 515,353 | +20,123 (+4.1%) |
| Strategic Financial Concepts, LLC | 3,729 | 18,630 | +14,901 (+399.6%) |
| LOCKERMAN FINANCIAL GROUP, INC. | 28,747 | 29,146 | +399 (+1.4%) |
| Tradition Wealth Management, LLC | 337,120 | 357,570 | +20,450 (+6.1%) |
| National Mutual Insurance Federation of Agricultural Cooperatives | 463,000 | 1,275,000 | +812,000 (+175.4%) |
| FLORIDA FINANCIAL ADVISORS, LLC | 95,929 | 97,430 | +1,501 (+1.6%) |
| Fingerlakes Wealth Management, Inc. | 28,100 | 29,527 | +1,427 (+5.1%) |
| Wayfinding Financial, LLC | 49,737 | 51,031 | +1,294 (+2.6%) |
| ORG Partners LLC | 24,518 | 34,062 | +9,544 (+38.9%) |
| Triad Wealth Partners, LLC | 11,397 | 31,522 | +20,125 (+176.6%) |
| 3Chopt Investment Partners, LLC | 46,291 | 48,366 | +2,075 (+4.5%) |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 18,741 | 20,428 | +1,687 (+9.0%) |
| Perigon Wealth Management, LLC | 414,025 | 432,960 | +18,935 (+4.6%) |
| LAKE STREET FINANCIAL LLC | 46,699 | 51,792 | +5,093 (+10.9%) |
| SILVERLAKE WEALTH MANAGEMENT LLC | 11,012 | 14,854 | +3,842 (+34.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| DRIVE WEALTH MANAGEMENT, LLC | 157,136 | 146,393 | -10,743 (-6.8%) |
| Alpha Advisors, LLC/VA | 78,705 | 76,940 | -1,765 (-2.2%) |
| Cornerstone Wealth Management, LLC | 680,381 | 670,243 | -10,138 (-1.5%) |
| Integrated Wealth Concepts LLC | 514,497 | 93,829 | -420,668 (-81.8%) |
| Rosenberg Matthew Hamilton | 65,664 | 63,204 | -2,460 (-3.7%) |
| IFG Advisory, LLC | 134,840 | 112,811 | -22,029 (-16.3%) |
| WealthPlan Investment Management, LLC | 25,282 | 5,443 | -19,839 (-78.5%) |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 50,254 | 44,082 | -6,172 (-12.3%) |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 75,285 | 73,998 | -1,287 (-1.7%) |
| VestGen Advisors, LLC | 41,864 | 14,515 | -27,349 (-65.3%) |
| GTS SECURITIES LLC | 30,567 | 2,336 | -28,231 (-92.4%) |
| LGT Financial Advisors LLC | 1,010 | 745 | -265 (-26.2%) |
| BAM Wealth Management, LLC | 7,814 | 7,310 | -504 (-6.4%) |
| Semus Wealth Partners LLC | 5,987 | 5,428 | -559 (-9.3%) |
| IAG Wealth Partners, LLC | 21,355 | 19,223 | -2,132 (-10.0%) |
| Emergent Wealth Advisors, LLC | 6,328 | 5,998 | -330 (-5.2%) |
| Owen LaRue, LLC | 5,215 | 4,716 | -499 (-9.6%) |
| Archford Capital Strategies, LLC | 19,358 | 18,158 | -1,200 (-6.2%) |
| Shared Vision Wealth Group LLC | 3,305 | 2,910 | -395 (-12.0%) |
| Hoxton Planning & Management, LLC | 8,299 | 7,932 | -367 (-4.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| von Borstel & Associates, Inc. | 49,831 | $6 |
| Tripletail Wealth Management, LLC | 1,106 | $135 |
| NWAM LLC | 13,540 | $1,647 |
| Tower Research Capital LLC (TRC) | 12,415 | $1,498 |
| Gladstone Institutional Advisory LLC | 5,758 | $695 |
| Family Legacy Financial Solutions, LLC | 238 | $29 |
| Perennial Investment Advisors, LLC | 1,658 | $200 |
| Foundations Investment Advisors, LLC | 2,704 | $326 |
| JANE STREET GROUP, LLC | 11,647 | $1,405 |
| Sequoia Financial Advisors, LLC | 2,578 | $311 |
| UBS Group AG | 330 | $40 |
| HRT FINANCIAL LP | 8,699 | $1 |