Ticker: YLDE CUSIP: 524682309 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,313 | $1,155 |
| HARBOUR INVESTMENTS, INC. | 602 | $33 |
| Rockefeller Capital Management L.P. | 81 | $4 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Shira Ridge Wealth Management | 180,466 | 191,084 | +10,618 (+5.9%) |
| Sonoma Allocations LLC | 6,192 | 10,255 | +4,063 (+65.6%) |
| LPL Financial LLC | 176,026 | 257,686 | +81,660 (+46.4%) |
| Golden State Wealth Management, LLC | 13,205 | 14,405 | +1,200 (+9.1%) |
| ROYAL BANK OF CANADA | 4,200 | 18,410 | +14,210 (+338.3%) |
| Private Advisor Group, LLC | 77,410 | 82,302 | +4,892 (+6.3%) |
| Cetera Investment Advisers | 34,163 | 40,724 | +6,561 (+19.2%) |
| D.A. DAVIDSON & CO. | 7,668 | 9,198 | +1,530 (+20.0%) |
| TD PRIVATE CLIENT WEALTH LLC | 11,565 | 12,406 | +841 (+7.3%) |
| Advisory Services Network, LLC | 7,371 | 8,309 | +938 (+12.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 28,499 | 29,839 | +1,340 (+4.7%) |
| CWM, LLC | 17,966 | 46,912 | +28,946 (+161.1%) |
| PNC Financial Services Group, Inc. | 16,223 | 16,470 | +247 (+1.5%) |
| AdvisorNet Financial, Inc | 1,234 | 1,257 | +23 (+1.9%) |
| Janney Montgomery Scott LLC | 9,482 | 9,727 | +245 (+2.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FRANKLIN RESOURCES INC | 644,000 | 409,000 | -235,000 (-36.5%) |
| AMERIPRISE FINANCIAL INC | 244,183 | 182,064 | -62,119 (-25.4%) |
| OSAIC HOLDINGS, INC. | 38,267 | 35,788 | -2,479 (-6.5%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,714 | 7,578 | -2,136 (-22.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 35,422 | $1,934 |
| PFG Investments, LLC | 3,785 | $207 |
| Bank of New York Mellon Corp | 169,993 | $9,284 |
| Archer Investment Corp | 49 | $3 |