Ticker: IBND CUSIP: 78464A151 Class: BLOOMBERG INTL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Aspect Partners, LLC | 63,458 | $2,038 |
| OPTIMA CAPITAL LLC | 48,070 | $1,544 |
| Hyundai Investments Co., Ltd. | 19,998 | $642 |
| N.E.W. Advisory Services LLC | 135,201 | $4,341 |
| ARGI Investment Services, LLC | 58,116 | $1,866 |
| Tennessee Valley Asset Management Partners | 6,233 | $200 |
| Risk Paradigm Group, LLC | 8,822 | $283 |
| Triumph Capital Management | 1,796 | $58 |
| North Star Investment Management Corp. | 5,095 | $164 |
| &PARTNERS | 10,146 | $369 |
| BANK OF MONTREAL /CAN/ | 16,719 | $537 |
| STIFEL FINANCIAL CORP | 6,492 | $208 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,211 | $39 |
| PRIVATE TRUST CO NA | 693 | $22 |
| Clarity Asset Management, Inc. | 203 | $7 |
| Kestra Advisory Services, LLC | 1,264 | $41 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 759 | $24 |
| Elevated Capital Advisors, LLC | 184 | $6 |
| ASSETMARK, INC | 195 | $6 |
| Darwin Wealth Management, LLC | 7 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Israel Discount Bank of New York | 64,365 | 114,358 | +49,993 (+77.7%) |
| LAM GROUP, INC. | 280,855 | 326,356 | +45,501 (+16.2%) |
| Obsido Oy | 111,751 | 146,968 | +35,217 (+31.5%) |
| Lifestyle Asset Management, Inc. | 456,873 | 484,372 | +27,499 (+6.0%) |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 507,703 | 562,633 | +54,930 (+10.8%) |
| Financial Services Advisory Inc | 34,749 | 72,473 | +37,724 (+108.6%) |
| Farther Finance Advisors, LLC | 1,013,165 | 1,285,819 | +272,654 (+26.9%) |
| Checchi Capital Advisers, LLC | 698,228 | 705,423 | +7,195 (+1.0%) |
| Haven Private, LLC | 34,342 | 37,391 | +3,049 (+8.9%) |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 5,872 | 8,580 | +2,708 (+46.1%) |
| Ameritas Investment Partners, Inc. | 251,915 | 266,883 | +14,968 (+5.9%) |
| Nilsine Partners, LLC | 77,586 | 83,911 | +6,325 (+8.2%) |
| Gerber Kawasaki Wealth & Investment Management | 43,327 | 58,982 | +15,655 (+36.1%) |
| Ameritas Advisory Services, LLC | 1,283 | 12,986 | +11,703 (+912.2%) |
| F/M Investments LLC | 35,676 | 40,366 | +4,690 (+13.1%) |
| Patten Group, Inc. | 12,342 | 13,354 | +1,012 (+8.2%) |
| UBS Group AG | 30,462 | 91,874 | +61,412 (+201.6%) |
| JONES FINANCIAL COMPANIES LLLP | 1,655 | 28,840 | +27,185 (+1642.6%) |
| RAYMOND JAMES FINANCIAL INC | 47,490 | 71,177 | +23,687 (+49.9%) |
| BANK OF AMERICA CORP /DE/ | 238,041 | 251,898 | +13,857 (+5.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,299,805 | 31,072 | -1,268,733 (-97.6%) |
| Idaho Trust Bank | 146,779 | 73,214 | -73,565 (-50.1%) |
| VanderPol Investments L.L.C. | 44,550 | 40,835 | -3,715 (-8.3%) |
| SYKON CAPITAL LLC | 104,350 | 78,190 | -26,160 (-25.1%) |
| Davies Financial Advisors, Inc. | 15,949 | 8,924 | -7,025 (-44.0%) |
| NewSquare Capital LLC | 245,863 | 179,491 | -66,372 (-27.0%) |
| TUCKER ASSET MANAGEMENT LLC | 15,188 | 1,494 | -13,694 (-90.2%) |
| BARINGS LLC | 94,656 | 26,088 | -68,568 (-72.4%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 110,944 | 56,598 | -54,346 (-49.0%) |
| Foundations Investment Advisors, LLC | 84,399 | 8,639 | -75,760 (-89.8%) |
| Global Retirement Partners, LLC | 29,707 | 8 | -29,699 (-100.0%) |
| Advisory Services Network, LLC | 19,933 | 6,503 | -13,430 (-67.4%) |
| Insight Advisors, LLC/ PA | 38,246 | 37,003 | -1,243 (-3.3%) |
| Tempus Wealth Planning, LLC | 34,791 | 34,133 | -658 (-1.9%) |
| Prospera Financial Services Inc | 91,441 | 85,130 | -6,311 (-6.9%) |
| LPL Financial LLC | 356,902 | 299,477 | -57,425 (-16.1%) |
| MORGAN STANLEY | 271,746 | 206,320 | -65,426 (-24.1%) |
| RPg Family Wealth Advisory, LLC | 10,083 | 9,226 | -857 (-8.5%) |
| Transamerica Financial Advisors, Inc. | 25,551 | 23,942 | -1,609 (-6.3%) |
| ROYAL BANK OF CANADA | 147,917 | 119,144 | -28,773 (-19.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Systelligence, LLC | 127,580 | $4,120 |
| Cambria Investment Management, L.P. | 268,139 | $8,640 |
| Synergy Asset Management, LLC | 234,496 | $7,642 |
| MILESTONE ASSET MANAGEMENT, LLC | 33,607 | $1,085 |
| ROMAN BUTLER FULLERTON & CO | 11,256 | $359 |
| TSA Wealth Managment LLC | 6,302 | $203 |
| United Advisor Group, LLC | 9,695 | $313 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,160 | $233 |
| BRIGHTON JONES LLC | 13,280 | $429 |
| JANE STREET GROUP, LLC | 241,980 | $7,814 |
| HighTower Advisors, LLC | 61,716 | $1,993 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,840 | $2,287 |
| GOLDMAN SACHS GROUP INC | 39,582 | $1,278 |
| CHOREO, LLC | 6,266 | $202 |
| GPS Wealth Strategies Group, LLC | 505 | $16 |
| SALEM INVESTMENT COUNSELORS INC | 300 | $10 |
| FINANCIAL CONSULATE, INC | 74 | $2 |