Ticker: HLAL CUSIP: 53656F607 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Murphy & Mullick Capital Management Corp | 1,500 | $93 |
| Main Street Financial Solutions, LLC | 3,778 | $234 |
| Strategic Blueprint, LLC | 3,242 | $201 |
| Allworth Financial LP | 3,627 | $225 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,748 | $295 |
| Kestra Advisory Services, LLC | 2,380 | $148 |
| BANK OF AMERICA CORP /DE/ | 75 | $5 |
| PARK AVENUE SECURITIES LLC | 3,613 | $0 |
| CWM, LLC | 45 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Strengthening Families & Communities, LLC | 3,807 | 5,056 | +1,249 (+32.8%) |
| MERCER GLOBAL ADVISORS INC /ADV | 23,064 | 76,175 | +53,111 (+230.3%) |
| Sepio Capital, LP | 6,228 | 8,308 | +2,080 (+33.4%) |
| ROYAL BANK OF CANADA | 18,849 | 27,797 | +8,948 (+47.5%) |
| Sequoia Financial Advisors, LLC | 28,784 | 30,428 | +1,644 (+5.7%) |
| BANK OF MONTREAL /CAN/ | 355 | 2,069 | +1,714 (+482.8%) |
| JONES FINANCIAL COMPANIES LLLP | 3,094 | 4,047 | +953 (+30.8%) |
| Qube Research & Technologies Ltd | 120 | 536 | +416 (+346.7%) |
| Cetera Investment Advisers | 9,061 | 9,350 | +289 (+3.2%) |
| Snowden Capital Advisors LLC | 6,432 | 6,605 | +173 (+2.7%) |
| CIBC WORLD MARKET INC. | 10,404 | 10,511 | +107 (+1.0%) |
| Larson Financial Group LLC | 998 | 1,023 | +25 (+2.5%) |
| UBS Group AG | 295 | 300 | +5 (+1.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| COMPASS CAPITAL CORP /MA/ /ADV | 9,955 | 7,631 | -2,324 (-23.3%) |
| MISSION WEALTH MANAGEMENT, LP | 36,445 | 35,924 | -521 (-1.4%) |
| WESBANCO BANK INC | 11,114 | 10,614 | -500 (-4.5%) |
| MML INVESTORS SERVICES, LLC | 7,103 | 6,717 | -386 (-5.4%) |
| OSAIC HOLDINGS, INC. | 2,063 | 2,007 | -56 (-2.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 1 | $0 |