Ticker: MRGR CUSIP: 74348A566 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| City Center Advisors, LLC | 4,650 | $207 |
| Kestra Advisory Services, LLC | 4,766 | $212 |
| SageView Advisory Group, LLC | 591 | $26 |
| UBS Group AG | 326 | $15 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ROYAL BANK OF CANADA | 370 | 20,992 | +20,622 (+5573.5%) |
| EXENCIAL WEALTH ADVISORS, LLC | 26,013 | 27,196 | +1,183 (+4.5%) |
| Creative Planning | 18,331 | 19,282 | +951 (+5.2%) |
| OSAIC HOLDINGS, INC. | 1,822 | 2,235 | +413 (+22.7%) |
| IMG Wealth Management, Inc. | 169 | 173 | +4 (+2.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Syntegra Private Wealth Group, LLC | 22,016 | 21,179 | -837 (-3.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,647 | 5,476 | -4,171 (-43.2%) |
| Ethos Financial Group, LLC | 8,576 | 8,078 | -498 (-5.8%) |
| HARBOUR INVESTMENTS, INC. | 29,758 | 29,435 | -323 (-1.1%) |