Ticker: JMUB CUSIP: 46641Q647 Class: ETF-FIXED INCOM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| LOCKERMAN FINANCIAL GROUP, INC. | 19,774 | $999 |
| Shotwell Rutter Baer Inc | 55,479 | $2,813 |
| Dodds Wealth, LLC | 131,559 | $6,644 |
| CROBAN | 16,546 | $836 |
| SIMON QUICK ADVISORS, LLC | 139,525 | $7,046 |
| Centerline Wealth Advisors, LLC | 15,218 | $769 |
| BOYUM WEALTH ARCHITECTS LLC | 11,101 | $563 |
| GFS Advisors, LLC | 40,600 | $2,050 |
| MAI Capital Management | 637,423 | $32,190 |
| Lakeridge Wealth Management LLC | 11,632 | $587 |
| Tower Research Capital LLC (TRC) | 158,217 | $7,990 |
| Westwood Wealth Management | 6,910 | $350 |
| Inscription Capital, LLC | 29,629 | $1,496 |
| Sterling Investment Advisors, Ltd. | 16,000 | $808 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 4,984 | $252 |
| Sincerus Advisory, LLC | 4,142 | $209 |
| UNIQUE WEALTH, LLC | 20,294 | $1,025 |
| PUREfi Wealth, LLC | 4,296 | $217 |
| KINTRA WEALTH, LLC | 13,328 | $673 |
| Johnson Bixby & Associates, LLC | 19,782 | $999 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TBH Global Asset Management, LLC | 27,536 | 352,676 | +325,140 (+1180.8%) |
| HTG Investment Advisors, Inc. | 98,580 | 226,173 | +127,593 (+129.4%) |
| COLLECTIVE FAMILY OFFICE LLC | 626,165 | 711,318 | +85,153 (+13.6%) |
| Hartford Financial Management Inc. | 201,910 | 269,279 | +67,369 (+33.4%) |
| LWM Advisory Services, LLC | 130,877 | 158,760 | +27,883 (+21.3%) |
| Meeder Advisory Services, Inc. | 2,940,215 | 3,217,485 | +277,270 (+9.4%) |
| 21 West Wealth Management LLC | 139,311 | 149,803 | +10,492 (+7.5%) |
| ABLE Financial Group, LLC | 417,520 | 457,761 | +40,241 (+9.6%) |
| Helen Stephens Group, LLC | 320,987 | 355,918 | +34,931 (+10.9%) |
| Clearwater Capital Advisors, LLC | 116,357 | 369,290 | +252,933 (+217.4%) |
| KEYVANTAGE WEALTH, LLC | 126,249 | 140,100 | +13,851 (+11.0%) |
| G2 CAPITAL MANAGEMENT, LLC / OH | 756,683 | 781,550 | +24,867 (+3.3%) |
| 1900 WEALTH MANAGEMENT LLC | 1,174,163 | 1,246,876 | +72,713 (+6.2%) |
| Keudell/Morrison Wealth Management | 106,948 | 172,577 | +65,629 (+61.4%) |
| AllGen Financial Advisors, Inc. | 231,191 | 250,340 | +19,149 (+8.3%) |
| Smith & Howard Wealth Management, LLC | 403,092 | 422,900 | +19,808 (+4.9%) |
| Harbor Group, Inc. | 32,976 | 148,083 | +115,107 (+349.1%) |
| Asio Capital, LLC | 625,001 | 641,876 | +16,875 (+2.7%) |
| Rosenberg Matthew Hamilton | 112,791 | 162,293 | +49,502 (+43.9%) |
| Tortoise Investment Management, LLC | 476,369 | 530,147 | +53,778 (+11.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| American Trust | 478,239 | 48,723 | -429,516 (-89.8%) |
| Boulder Wealth Advisors, LLC | 185,556 | 153,365 | -32,191 (-17.3%) |
| INVENIO WEALTH PARTNERS LLC | 410,731 | 390,217 | -20,514 (-5.0%) |
| Leverty Financial Group, LLC | 240,395 | 227,961 | -12,434 (-5.2%) |
| Lebenthal Global Advisors, LLC | 472,343 | 464,964 | -7,379 (-1.6%) |
| Red Mountain Financial, LLC | 70,667 | 69,277 | -1,390 (-2.0%) |
| Cedar Point Capital Partners, LLC | 61,423 | 55,515 | -5,908 (-9.6%) |
| CFO4Life Group, LLC | 330,165 | 323,198 | -6,967 (-2.1%) |
| Elequin Capital, LP | 121,690 | 17,308 | -104,382 (-85.8%) |
| Ameritas Advisory Services, LLC | 158,503 | 97,407 | -61,096 (-38.5%) |
| Mills Wealth Advisors LLC | 61,212 | 57,725 | -3,487 (-5.7%) |
| Prentice Wealth Management LLC | 78,604 | 73,014 | -5,590 (-7.1%) |
| Marmo Financial Group, LLC | 58,435 | 56,896 | -1,539 (-2.6%) |
| Clear Point Advisors Inc. | 14,774 | 11,711 | -3,063 (-20.7%) |
| Imprint Wealth LLC | 1,250 | 85 | -1,165 (-93.2%) |
| Washington Trust Bank | 138,462 | 112,896 | -25,566 (-18.5%) |
| Freedom Investment Management, Inc. | 36,598 | 29,569 | -7,029 (-19.2%) |
| VestGen Advisors, LLC | 72,675 | 21,739 | -50,936 (-70.1%) |
| Beta Wealth Group, Inc. | 29,843 | 27,203 | -2,640 (-8.8%) |
| OLD MISSION CAPITAL LLC | 85,053 | 19,334 | -65,719 (-77.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Uniting Wealth Partners, LLC | 118,426 | $5,977 |
| McCarthy & Cox | 15,520 | $783 |
| Tandem Financial, LLC | 10,016 | $506 |
| Ferguson Shapiro LLC | 13,074 | $660 |
| GENTRY PRIVATE WEALTH, LLC | 5,444 | $275 |
| HILL ISLAND FINANCIAL LLC | 7,652 | $386 |
| SEAMOUNT FINANCIAL GROUP INC | 4,238 | $214 |
| GTS SECURITIES LLC | 10,922 | $551 |
| NorthCrest Asset Manangement, LLC | 4,769 | $240 |
| HOLLENCREST CAPITAL MANAGEMENT | 2,750 | $139 |
| Kovitz Investment Group Partners, LLC | 6,830 | $345 |
| LM Advisors LLC | 4,600 | $0 |
| CENTAURUS FINANCIAL, INC. | 2,039 | $0 |
| GoalVest Advisory LLC | 9 | $0 |