Ticker: XAGG CUSIP: 61774R817 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Fortress Wealth Group, LLC | 108,415 | $5,528 |
| QTR Family Wealth, LLC | 35,743 | $1,829 |
| WESBANCO BANK INC | 425,194 | $21,434 |
| Beverly Hills Private Wealth, LLC | 60,167 | $3,033 |
| Fulton Bank, N.A. | 88,440 | $4,458 |
| BTG Pactual Asset Management US LLC | 34,980 | $1,763 |
| Collaborative Wealth Managment Inc. | 4,938 | $249 |
| Dynamic Advisor Solutions LLC | 33,407 | $1,684 |
| Bleakley Financial Group, LLC | 16,463 | $830 |
| MORGAN STANLEY | 949,341 | $47,856 |
| UBS Group AG | 457,015 | $23,038 |
| Mutual Advisors, LLC | 9,800 | $494 |
| Cetera Investment Advisers | 95,258 | $4,802 |
| &PARTNERS | 18,625 | $939 |
| LPL Financial LLC | 136,093 | $6,860 |
| RAYMOND JAMES FINANCIAL INC | 121,883 | $6,144 |
| ENVESTNET ASSET MANAGEMENT INC | 96,582 | $4,869 |
| AMERIPRISE FINANCIAL INC | 57,735 | $2,910 |
| ROYAL BANK OF CANADA | 59,791 | $3,014 |
| WELLS FARGO & COMPANY/MN | 47,975 | $2,418 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KERR FINANCIAL PLANNING Corp | 563 | 1,131 | +568 (+100.9%) |