Ticker: PYLD CUSIP: 72201R585 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Sunflower Bank, N.A. | 1,618,877 | $43,192 |
| Wall Capital Group, Inc. | 1,217,001 | $32,470 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1,136,102 | $30,311 |
| J HAGAN CAPITAL, INC. | 285,395 | $7,614 |
| Integrity Investment Advisors, LLC | 236,128 | $6,300 |
| Wayfinding Financial, LLC | 328,636 | $9 |
| Confluence Wealth Services, Inc. | 2,358,317 | $62,920 |
| ODonnell Financial Services, LLC | 243,311 | $6,492 |
| MJP ASSOCIATES INC /ADV | 415,813 | $11,094 |
| PEOPLES BANK /OH | 70,966 | $1,893 |
| PUFF WEALTH MANAGEMENT, LLC | 33,024 | $882 |
| Advisor OS, LLC | 416,426 | $11,110 |
| Navis Wealth Advisors, LLC | 71,575 | $1,910 |
| Welch Group, LLC | 735,021 | $19,610 |
| XML Financial, LLC | 320,240 | $8,544 |
| First Citizens Financial Corp | 54,824 | $1,463 |
| BYRNE FINANCIAL FREEDOM, LLC | 56,234 | $1,500 |
| INTEGRITY WEALTH ADVISORS, INC. | 40,566 | $1,089 |
| BIP Wealth, LLC | 471,224 | $12,572 |
| RiverTree Advisors, LLC | 28,530 | $761 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Members Advisory Group LLC | 49,711 | 757,167 | +707,456 (+1423.1%) |
| AVAII WEALTH MANAGEMENT, LLC | 38,146 | 359,103 | +320,957 (+841.4%) |
| Astoria Portfolio Advisors LLC. | 89,745 | 478,576 | +388,831 (+433.3%) |
| Symphony Financial Services, Inc. | 590,009 | 754,685 | +164,676 (+27.9%) |
| Ritter Daniher Financial Advisory LLC / DE | 1,243,876 | 1,657,511 | +413,635 (+33.3%) |
| Avondale Wealth Management | 256,943 | 388,951 | +132,008 (+51.4%) |
| Advance Capital Management, Inc. | 3,606,368 | 4,914,022 | +1,307,654 (+36.3%) |
| John W. Brooker & Co., CPAs | 31,882 | 64,914 | +33,032 (+103.6%) |
| WCG Wealth Advisors LLC | 1,103,294 | 3,486,174 | +2,382,880 (+216.0%) |
| Vickerman Investment Advisors, Inc. | 935,204 | 1,170,518 | +235,314 (+25.2%) |
| LifeGoal Investments, LLC | 152,496 | 227,666 | +75,170 (+49.3%) |
| Johnson & White Wealth Management, LLC | 254,024 | 344,195 | +90,171 (+35.5%) |
| Hutchens & Kramer Investment Management Group, LLC | 579,651 | 713,231 | +133,580 (+23.0%) |
| Sheridan Capital Management, LLC | 1,083,580 | 1,170,467 | +86,887 (+8.0%) |
| Talisman Wealth Advisors LLC | 93,982 | 140,889 | +46,907 (+49.9%) |
| Bridgewealth Advisory Group, LLC | 897,031 | 1,049,826 | +152,795 (+17.0%) |
| Mason & Associates, LLC | 805,998 | 963,823 | +157,825 (+19.6%) |
| EQ WEALTH ADVISORS, LLC | 518,121 | 595,871 | +77,750 (+15.0%) |
| D.B. Root & Company, LLC | 1,022,407 | 1,155,534 | +133,127 (+13.0%) |
| SHARPEPOINT LLC | 182,489 | 224,861 | +42,372 (+23.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Constant Guidance Financial LLC | 289,150 | 140,110 | -149,040 (-51.5%) |
| Econ Financial Services Corp | 418,146 | 235,953 | -182,193 (-43.6%) |
| Beacon Financial Advisory LLC | 443,056 | 92,042 | -351,014 (-79.2%) |
| LHM, INC. | 605,189 | 454,493 | -150,696 (-24.9%) |
| NOVEM GROUP | 1,233,039 | 1,010,085 | -222,954 (-18.1%) |
| Pictet North America Advisors SA | 1,084,834 | 834,053 | -250,781 (-23.1%) |
| VICUS CAPITAL | 456,071 | 1,247 | -454,824 (-99.7%) |
| Brookwood Investment Group LLC | 537,051 | 329,796 | -207,255 (-38.6%) |
| Security Financial Services, INC. | 431,518 | 270,630 | -160,888 (-37.3%) |
| Beta Wealth Group, Inc. | 594,188 | 574,233 | -19,955 (-3.4%) |
| Vigilare Wealth Management | 1,352,757 | 1,338,450 | -14,307 (-1.1%) |
| Sanchez Wealth Management Group | 917,424 | 900,599 | -16,825 (-1.8%) |
| WJ Wealth Management, LLC | 168,767 | 153,176 | -15,591 (-9.2%) |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 328,028 | 324,194 | -3,834 (-1.2%) |
| Palouse Capital Management, Inc. | 165,407 | 162,246 | -3,161 (-1.9%) |
| Beacon Capital Management, Inc. | 807,332 | 564,001 | -243,331 (-30.1%) |
| Northwest Capital Management Inc | 22,211 | 5,910 | -16,301 (-73.4%) |
| Strategic Blueprint, LLC | 339,536 | 24,042 | -315,494 (-92.9%) |
| Lionsbridge Wealth Management LLC | 47,623 | 39,253 | -8,370 (-17.6%) |
| Menard Financial Group LLC | 93,204 | 89,107 | -4,097 (-4.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Brick & Kyle, Associates | 352,982 | $9 |
| PFG Private Wealth Management, LLC | 60,812 | $1,632 |
| FSC Wealth Advisors, LLC | 18,321 | $492 |
| Redwood Park Advisors LLC | 5,500 | $148 |
| LifeWealth Investments, LLC | 10,901 | $293 |
| BridgePort Financial Solutions, LLC | 8,058 | $216 |
| WORLD EQUITY GROUP, INC. | 7,743 | $208 |
| Crossmark Global Holdings, Inc. | 51,393 | $1,378 |
| Stokes Family Office, LLC | 7,788 | $209 |
| GOLDMAN SACHS GROUP INC | 1,024,174 | $27,489 |
| OLD MISSION CAPITAL LLC | 20,091 | $539 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 14,081 | $378 |
| FIRST CITIZENS BANK & TRUST CO | 17,251 | $463 |
| Kestra Investment Management, LLC | 7,498 | $201 |
| Financial Gravity Asset Management, Inc. | 1,349 | $36 |
| PRINCIPAL SECURITIES, INC. | 4,195 | $113 |
| Measured Wealth Private Client Group, LLC | 393 | $11 |
| MATHER GROUP, LLC. | 1,177 | $32 |
| Archer Investment Corp | 126 | $3 |
| United Community Bank | 65 | $2 |