Ticker: VLU CUSIP: 78464A128 Class: SPDR S&P1500VL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Concurrent Investment Advisors, LLC | 2,607 | $549 |
| Csenge Advisory Group | 970 | $204 |
| Thrivent Financial for Lutherans | 30,885 | $7 |
| JANE STREET GROUP, LLC | 4,225 | $890 |
| OXFORD FINANCIAL GROUP LTD | 57 | $12 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RFG - Bristol Wealth Advisors, LLC | 33,178 | 42,880 | +9,702 (+29.2%) |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 40,400 | 41,309 | +909 (+2.3%) |
| Graney & King, LLC | 34,647 | 35,103 | +456 (+1.3%) |
| FORONJY FINANCIAL LLC | 6,399 | 8,305 | +1,906 (+29.8%) |
| USAdvisors Wealth Management, LLC | 20,692 | 22,035 | +1,343 (+6.5%) |
| Stratos Wealth Advisors, LLC | 49,647 | 50,729 | +1,082 (+2.2%) |
| Ameritas Advisory Services, LLC | 275 | 1,879 | +1,604 (+583.3%) |
| OSAIC HOLDINGS, INC. | 76,042 | 91,541 | +15,499 (+20.4%) |
| PRIVATE TRUST CO NA | 666 | 1,225 | +559 (+83.9%) |
| LPL Financial LLC | 374,929 | 406,592 | +31,663 (+8.4%) |
| AMERIPRISE FINANCIAL INC | 91,226 | 119,873 | +28,647 (+31.4%) |
| J.W. COLE ADVISORS, INC. | 23,037 | 23,485 | +448 (+1.9%) |
| CoreCap Advisors, LLC | 4,919 | 5,377 | +458 (+9.3%) |
| MML INVESTORS SERVICES, LLC | 15,153 | 16,736 | +1,583 (+10.4%) |
| MORGAN STANLEY | 35,943 | 38,434 | +2,491 (+6.9%) |
| Allworth Financial LP | 68 | 950 | +882 (+1297.1%) |
| Keystone Financial Group | 1,883 | 2,050 | +167 (+8.9%) |
| Cetera Investment Advisers | 14,820 | 15,766 | +946 (+6.4%) |
| BROWN ADVISORY INC | 1,192 | 1,811 | +619 (+51.9%) |
| WELLS FARGO & COMPANY/MN | 102 | 776 | +674 (+660.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Roger Wittlin Investment Advisory, LLC | 39,252 | 23,959 | -15,293 (-39.0%) |
| Compass Planning Associates Inc | 2,896 | 1,716 | -1,180 (-40.7%) |
| Hilltop Holdings Inc. | 8,309 | 6,574 | -1,735 (-20.9%) |
| Waterloo Capital, L.P. | 6,013 | 4,815 | -1,198 (-19.9%) |
| Smartleaf Asset Management LLC | 12,965 | 11,689 | -1,276 (-9.8%) |
| Stratos Wealth Partners, LTD. | 14,822 | 9,429 | -5,393 (-36.4%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 4,000 | 2,150 | -1,850 (-46.3%) |
| NewEdge Advisors, LLC | 12,292 | 7,139 | -5,153 (-41.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 147,653 | 124,497 | -23,156 (-15.7%) |
| SAXON INTERESTS, INC. | 3,750 | 3,678 | -72 (-1.9%) |
| RAYMOND JAMES FINANCIAL INC | 176,603 | 158,201 | -18,402 (-10.4%) |
| Argyle Capital Partners, LLC | 1,658 | 1,609 | -49 (-3.0%) |
| NBC SECURITIES, INC. | 1,543 | 1,255 | -288 (-18.7%) |
| ROYAL BANK OF CANADA | 27,343 | 21,704 | -5,639 (-20.6%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,137 | 20,526 | -3,611 (-15.0%) |
| Private Advisor Group, LLC | 13,055 | 11,839 | -1,216 (-9.3%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,778 | 2,183 | -595 (-21.4%) |
| FMR LLC | 1,511 | 927 | -584 (-38.6%) |
| Pathstone Holdings, LLC | 3,311 | 3,133 | -178 (-5.4%) |
| Global Retirement Partners, LLC | 2,886 | 2,793 | -93 (-3.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Keystone Wealth Services, LLC | 4,530 | $925 |
| Aspire Capital Advisors LLC | 1,709 | $349 |
| Professional Financial Advisors, LLC | 1,009 | $206 |
| CITADEL ADVISORS LLC | 11,575 | $2,363 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,026 | $1,230 |
| Savant Capital, LLC | 1,037 | $212 |