Ticker: JPIB CUSIP: 46641Q852 Class: INTL BD OPP ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| KINTRA WEALTH, LLC | 355,700 | $17,323 |
| Econ Financial Services Corp | 44,872 | $2,185 |
| Stadion Money Management, LLC | 233,697 | $11,381 |
| Systelligence, LLC | 78,916 | $3,843 |
| Mach-1 Financial Group, LLC | 62,630 | $3,050 |
| Fortitude Financial, LLC | 12,919 | $629 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 25,052 | $1,220 |
| Cadent Capital Advisors, LLC | 23,689 | $1,154 |
| Capstone Wealth Management Group LLC | 7,912 | $385 |
| Mission Hills Financial Advisory, LLC | 7,506 | $366 |
| Summit Financial, LLC | 129,002 | $6,317 |
| Stonehearth Capital Management, LLC | 4,431 | $216 |
| Wealth Alliance Advisory Group, LLC | 8,264 | $402 |
| Ameritas Advisory Services, LLC | 26,648 | $1,298 |
| OPTIMA CAPITAL LLC | 2,874 | $140 |
| Beacon Pointe Advisors, LLC | 92,256 | $4,493 |
| First Bank & Trust | 5,904 | $288 |
| KWB Wealth | 8,372 | $408 |
| IHT Wealth Management, LLC | 24,814 | $1,208 |
| Coppell Advisory Solutions LLC | 6,968 | $341 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Financial Connections Group, Inc. | 3,318 | 168,784 | +165,466 (+4986.9%) |
| FSM Wealth Advisors, LLC | 754,092 | 916,928 | +162,836 (+21.6%) |
| Rice Partnership, LLC | 1,312,996 | 1,428,266 | +115,270 (+8.8%) |
| ForthRight Wealth Management, LLC | 347,513 | 385,258 | +37,745 (+10.9%) |
| Hughes Financial Services, LLC | 396,653 | 434,261 | +37,608 (+9.5%) |
| Goldstone Financial Group, LLC | 500,773 | 540,665 | +39,892 (+8.0%) |
| Broadway Wealth Solutions, Inc. | 133,487 | 141,345 | +7,858 (+5.9%) |
| AssuredPartners Investment Advisors, LLC | 20,678 | 141,410 | +120,732 (+583.9%) |
| Avantax Planning Partners, Inc. | 2,251,106 | 2,329,725 | +78,619 (+3.5%) |
| Peak Financial Management, Inc. | 301,139 | 312,115 | +10,976 (+3.6%) |
| POWER WEALTH MANAGEMENT LLC | 154,806 | 164,298 | +9,492 (+6.1%) |
| Treasure Coast Financial Planning | 124,034 | 128,900 | +4,866 (+3.9%) |
| Sonoma Allocations LLC | 125,732 | 142,451 | +16,719 (+13.3%) |
| Tidemark, LLC | 148,498 | 161,988 | +13,490 (+9.1%) |
| Helium Advisors LLC | 5,384 | 19,534 | +14,150 (+262.8%) |
| Running Point Capital Advisors, LLC | 100,681 | 120,664 | +19,983 (+19.8%) |
| ARKANSAS FINANCIAL GROUP, INC. | 10,236 | 79,072 | +68,836 (+672.5%) |
| Etesian Wealth Advisors, Inc. | 36,319 | 54,839 | +18,520 (+51.0%) |
| AllGen Financial Advisors, Inc. | 140,951 | 149,488 | +8,537 (+6.1%) |
| Clear Point Advisors Inc. | 15,285 | 22,394 | +7,109 (+46.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| McCarthy & Cox | 359,467 | 8,111 | -351,356 (-97.7%) |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 482,705 | 11,786 | -470,919 (-97.6%) |
| Spectrum Wealth Advisory Group, LLC | 111,208 | 13,118 | -98,090 (-88.2%) |
| ACIMA PRIVATE WEALTH, LLC | 245,410 | 211,317 | -34,093 (-13.9%) |
| Onyx Bridge Wealth Group LLC | 112,000 | 35,718 | -76,282 (-68.1%) |
| INNEALTA CAPITAL, LLC | 28,007 | 13,523 | -14,484 (-51.7%) |
| First Citizens Financial Corp | 32,262 | 19,912 | -12,350 (-38.3%) |
| BlackDiamond Wealth Management Inc. | 38,490 | 35,538 | -2,952 (-7.7%) |
| Sunflower Bank, N.A. | 24,933 | 13,926 | -11,007 (-44.1%) |
| Lantern Wealth Advisors, LLC | 8,034 | 6,311 | -1,723 (-21.4%) |
| Koshinski Asset Management, Inc. | 70,345 | 61,256 | -9,089 (-12.9%) |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 71,937 | 71,189 | -748 (-1.0%) |
| Buckingham Strategic Partners | 73,210 | 44,919 | -28,291 (-38.6%) |
| Dunhill Financial, LLC | 3,477 | 1,644 | -1,833 (-52.7%) |
| SEAVIEW INVESTMENT MANAGERS LLC | 5,494 | 4,474 | -1,020 (-18.6%) |
| Hobart Private Capital, LLC | 8,772 | 7,082 | -1,690 (-19.3%) |
| GOLDMAN SACHS GROUP INC | 626,079 | 4,837 | -621,242 (-99.2%) |
| CAPTRUST FINANCIAL ADVISORS | 172,108 | 152,810 | -19,298 (-11.2%) |
| Prime Capital Investment Advisors, LLC | 110,325 | 107,430 | -2,895 (-2.6%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83,972 | 73,090 | -10,882 (-13.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Resurgent Financial Advisors LLC | 12,626 | $619 |
| Friday Financial | 8,771 | $430 |
| REGATTA CAPITAL GROUP, LLC | 14,836 | $727 |
| Diversify Advisory Services, LLC | 35,998 | $1,761 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 17,269 | $838 |
| PRINCIPAL SECURITIES, INC. | 3,128 | $153 |
| Coastline Trust Co | 772 | $38 |
| Wealthspire Advisors, LLC | 1,269 | $62 |
| Advisory Services Network, LLC | 398 | $20 |
| UBS Group AG | 145 | $7 |
| BNP PARIBAS ARBITRAGE, SA | 1 | $0 |