Ticker: HDUS CUSIP: 518416870 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 1,067 | $70 |
| &PARTNERS | 5,153 | $336 |
| CITADEL ADVISORS LLC | 12,254 | $799 |
| Lummis Asset Management, LP | 61 | $4 |
| Rockefeller Capital Management L.P. | 247 | $16 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 129 | $8 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RiverFront Investment Group, LLC | 725,075 | 756,653 | +31,578 (+4.4%) |
| JONES FINANCIAL COMPANIES LLLP | 4,675 | 14,415 | +9,740 (+208.3%) |
| LPL Financial LLC | 296,470 | 302,717 | +6,247 (+2.1%) |
| JPMORGAN CHASE & CO | 18,380 | 19,662 | +1,282 (+7.0%) |
| NICOLET ADVISORY SERVICES, LLC | 3,230 | 3,546 | +316 (+9.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,348 | 12,195 | +1,847 (+17.8%) |
| PRIVATE TRUST CO NA | 1,658 | 1,861 | +203 (+12.2%) |
| Cetera Investment Advisers | 7,296 | 7,626 | +330 (+4.5%) |
| TRUIST FINANCIAL CORP | 16,351 | 16,646 | +295 (+1.8%) |
| WELLS FARGO & COMPANY/MN | 26 | 228 | +202 (+776.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 232,778 | 223,371 | -9,407 (-4.0%) |
| Koshinski Asset Management, Inc. | 10,549 | 9,959 | -590 (-5.6%) |
| ROYAL BANK OF CANADA | 144,144 | 140,005 | -4,139 (-2.9%) |
| STIFEL FINANCIAL CORP | 32,529 | 32,070 | -459 (-1.4%) |
| Savant Capital, LLC | 3,879 | 3,591 | -288 (-7.4%) |
| COMERICA BANK | 3,339 | 3,178 | -161 (-4.8%) |
| MORGAN STANLEY | 1,177 | 1,063 | -114 (-9.7%) |
| OSAIC HOLDINGS, INC. | 1,903 | 1,863 | -40 (-2.1%) |
| TD PRIVATE CLIENT WEALTH LLC | 284 | 270 | -14 (-4.9%) |
| Janney Montgomery Scott LLC | 69,565 | 68,694 | -871 (-1.3%) |
| WEDBUSH SECURITIES INC | 3,986 | 3,786 | -200 (-5.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Moors & Cabot, Inc. | 3,764 | $242 |
| Advisory Services Network, LLC | 747 | $48 |
| UBS Group AG | 13 | $1 |