Ticker: ECOW CUSIP: 69374H865 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Ameritas Advisory Services, LLC | 165,609 | $4,041 |
| BlueChip Wealth Advisors LLC | 11,685 | $285 |
| Marks Group Wealth Management, Inc | 24,786 | $605 |
| Mariner, LLC | 26,402 | $644 |
| GOLDMAN SACHS GROUP INC | 18,153 | $443 |
| Kestra Advisory Services, LLC | 7,747 | $189 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |
| Capital Analysts, LLC | 584 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Copley Financial Group, Inc. | 351,816 | 423,272 | +71,456 (+20.3%) |
| PRIVATE CLIENT SERVICES, LLC | 25,931 | 114,654 | +88,723 (+342.2%) |
| Stratos Wealth Partners, LTD. | 8,617 | 64,272 | +55,655 (+645.9%) |
| Insight Advisors, LLC/ PA | 41,766 | 43,911 | +2,145 (+5.1%) |
| Rockefeller Capital Management L.P. | 125,879 | 197,129 | +71,250 (+56.6%) |
| ROYAL BANK OF CANADA | 44,867 | 224,440 | +179,573 (+400.2%) |
| LPL Financial LLC | 380,837 | 439,429 | +58,592 (+15.4%) |
| Baird Financial Group, Inc. | 29,037 | 44,584 | +15,547 (+53.5%) |
| OSAIC HOLDINGS, INC. | 185,466 | 194,476 | +9,010 (+4.9%) |
| CIBC WORLD MARKET INC. | 31,130 | 37,108 | +5,978 (+19.2%) |
| Equitable Holdings, Inc. | 80,234 | 83,817 | +3,583 (+4.5%) |
| RAYMOND JAMES FINANCIAL INC | 105,255 | 108,356 | +3,101 (+2.9%) |
| HighTower Advisors, LLC | 35,106 | 37,747 | +2,641 (+7.5%) |
| Farther Finance Advisors, LLC | 4,548 | 6,243 | +1,695 (+37.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,229 | 15,335 | +4,106 (+36.6%) |
| MORGAN STANLEY | 1 | 1,705 | +1,704 (+170400.0%) |
| Cetera Investment Advisers | 39,298 | 40,603 | +1,305 (+3.3%) |
| Cambridge Investment Research Advisors, Inc. | 24,308 | 26,339 | +2,031 (+8.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 253,733 | 231,638 | -22,095 (-8.7%) |
| American Alpha Advisors, LLC | 193,017 | 180,690 | -12,327 (-6.4%) |
| Smart Portfolios, LLC | 43,756 | 38,516 | -5,240 (-12.0%) |
| Tripletail Wealth Management, LLC | 27,062 | 25,619 | -1,443 (-5.3%) |
| OLD MISSION CAPITAL LLC | 120,330 | 57,106 | -63,224 (-52.5%) |
| Fearless Solutions, LLC dba Best Invest | 48,695 | 47,636 | -1,059 (-2.2%) |
| Heck Capital Advisors, LLC | 289,756 | 283,063 | -6,693 (-2.3%) |
| Belpointe Asset Management LLC | 74,330 | 68,508 | -5,822 (-7.8%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 125,244 | 105,286 | -19,958 (-15.9%) |
| Private Advisor Group, LLC | 97,260 | 89,048 | -8,212 (-8.4%) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 34,004 | 32,996 | -1,008 (-3.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 94,581 | 90,754 | -3,827 (-4.0%) |
| EverSource Wealth Advisors, LLC | 990 | 905 | -85 (-8.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Capasso Planning Partners LLC | 9,561 | $234 |
| J.W. COLE ADVISORS, INC. | 14,301 | $350 |
| STIFEL FINANCIAL CORP | 11,921 | $291 |
| Advisory Services Network, LLC | 3,253 | $80 |