Ticker: EMTL CUSIP: 78470P309 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| McAdam, LLC | 5,490 | $238 |
| CITADEL ADVISORS LLC | 5,161 | $224 |
| Kestra Advisory Services, LLC | 853 | $37 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 343 | $15 |
| Farther Finance Advisors, LLC | 481 | $21 |
| Sound Income Strategies, LLC | 37 | $2 |
| FLAGSHIP HARBOR ADVISORS, LLC | 8 | $0 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Treasure Coast Financial Planning | 127,913 | 134,629 | +6,716 (+5.3%) |
| LongView Asset Management LLC | 77,061 | 84,067 | +7,006 (+9.1%) |
| FAGAN ASSOCIATES, INC. | 226,785 | 276,023 | +49,238 (+21.7%) |
| Note Advisors, LLC | 26,916 | 30,649 | +3,733 (+13.9%) |
| Pinnacle Wealth Planning Services, Inc. | 208,380 | 213,812 | +5,432 (+2.6%) |
| Foundations Investment Advisors, LLC | 129,608 | 205,586 | +75,978 (+58.6%) |
| Shum Financial Group, Inc. | 22,789 | 23,432 | +643 (+2.8%) |
| Watchman Group, Inc. | 61,951 | 62,823 | +872 (+1.4%) |
| Advyzon Investment Management, LLC | 7,959 | 9,160 | +1,201 (+15.1%) |
| Bank of New York Mellon Corp | 246,306 | 257,559 | +11,253 (+4.6%) |
| RAYMOND JAMES FINANCIAL INC | 7,199 | 14,297 | +7,098 (+98.6%) |
| Private Advisor Group, LLC | 20,101 | 22,312 | +2,211 (+11.0%) |
| SENTINEL PENSION ADVISORS INC | 15,151 | 15,402 | +251 (+1.7%) |
| MORGAN STANLEY | 1,124 | 2,355 | +1,231 (+109.5%) |
| EverSource Wealth Advisors, LLC | 142 | 144 | +2 (+1.4%) |
| CWM, LLC | 317 | 323 | +6 (+1.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| JOURNEY STRATEGIC WEALTH LLC | 229,862 | 196,333 | -33,529 (-14.6%) |
| 1620 INVESTMENT ADVISORS, INC. | 29,005 | 28,570 | -435 (-1.5%) |
| BlackDiamond Wealth Management Inc. | 6,110 | 4,869 | -1,241 (-20.3%) |
| OLD MISSION CAPITAL LLC | 31,856 | 16,069 | -15,787 (-49.6%) |
| Atria Investments, Inc | 28,774 | 25,145 | -3,629 (-12.6%) |
| JANE STREET GROUP, LLC | 29,961 | 18,026 | -11,935 (-39.8%) |
| BANK OF AMERICA CORP /DE/ | 55,605 | 53,977 | -1,628 (-2.9%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,148 | 19,560 | -1,588 (-7.5%) |
| OSAIC HOLDINGS, INC. | 988 | 353 | -635 (-64.3%) |
| Sanctuary Advisors, LLC | 7,483 | 7,042 | -441 (-5.9%) |
| LPL Financial LLC | 13,156 | 12,685 | -471 (-3.6%) |
| Valmark Advisers, Inc. | 10,741 | 10,606 | -135 (-1.3%) |
| NBC SECURITIES, INC. | 725 | 672 | -53 (-7.3%) |
| Transamerica Financial Advisors, Inc. | 2 | 1 | -1 (-50.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SK Wealth Management, LLC | 25,670 | $1,116 |
| NATIONAL BANK OF CANADA /FI/ | 142 | $6 |
| Advisory Services Network, LLC | 34 | $2 |