Ticker: HYBL CUSIP: 78470P846 Class: SPDR BLACKSTONE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Saxony Capital Management, LLC | 31,107 | $885 |
| Glass Jacobson Investment Advisors llc | 9,169 | $261 |
| Pinnacle Family Advisors, LLC | 7,343 | $209 |
| Savvy Advisors, Inc. | 21,438 | $610 |
| Breakwater Investment Management | 695 | $20 |
| Farther Finance Advisors, LLC | 1,215 | $35 |
| Sound Income Strategies, LLC | 350 | $10 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ZEGA Investments, LLC | 1,279,680 | 1,685,210 | +405,530 (+31.7%) |
| Luken Investment Analytics, LLC | 556,606 | 577,598 | +20,992 (+3.8%) |
| Concord Asset Management, LLC/VA | 1,039,172 | 1,076,804 | +37,632 (+3.6%) |
| Concord Wealth Partners | 1,095,151 | 1,140,550 | +45,399 (+4.1%) |
| ORBA Wealth Advisors, L.L.C. | 63,972 | 73,778 | +9,806 (+15.3%) |
| OneAscent Financial Services LLC | 31,629 | 241,243 | +209,614 (+662.7%) |
| OneAscent Family Office, LLC | 32,760 | 52,448 | +19,688 (+60.1%) |
| Collaborative Wealth Managment Inc. | 93,237 | 110,511 | +17,274 (+18.5%) |
| OneAscent Wealth Management LLC | 152,443 | 160,175 | +7,732 (+5.1%) |
| Wealth Watch Advisors, INC | 7,242 | 32,907 | +25,665 (+354.4%) |
| Auour Investments LLC | 68,516 | 77,250 | +8,734 (+12.7%) |
| Pallas Capital Advisors LLC | 425,571 | 467,436 | +41,865 (+9.8%) |
| THOMPSON DAVIS & CO., INC. | 42,464 | 44,027 | +1,563 (+3.7%) |
| Coppell Advisory Solutions LLC | 121,528 | 132,557 | +11,029 (+9.1%) |
| Authentikos Wealth Advisory, LLC | 13,311 | 14,964 | +1,653 (+12.4%) |
| Marshall Financial Group LLC | 12,277 | 16,040 | +3,763 (+30.7%) |
| REDMONT WEALTH ADVISORS LLC | 8,462 | 8,850 | +388 (+4.6%) |
| WOODMONT INVESTMENT COUNSEL LLC | 7,799 | 15,556 | +7,757 (+99.5%) |
| OLD MISSION CAPITAL LLC | 8,672 | 26,610 | +17,938 (+206.8%) |
| MORGAN STANLEY | 604,242 | 1,085,063 | +480,821 (+79.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SK Wealth Management, LLC | 174,342 | 136,142 | -38,200 (-21.9%) |
| Hedeker Wealth, LLC | 241,862 | 210,468 | -31,394 (-13.0%) |
| Eldridge Investment Advisors, Inc. | 115,892 | 66,392 | -49,500 (-42.7%) |
| Sharkey, Howes & Javer | 210,396 | 130,338 | -80,058 (-38.1%) |
| Advance Capital Management, Inc. | 502,897 | 339,894 | -163,003 (-32.4%) |
| HANOVER ADVISORS INC | 44,663 | 21,522 | -23,141 (-51.8%) |
| Inspire Advisors, LLC | 178,013 | 158,169 | -19,844 (-11.1%) |
| World Investment Advisors | 100,962 | 37,405 | -63,557 (-63.0%) |
| Advisory Services Network, LLC | 38,102 | 7,908 | -30,194 (-79.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 572,085 | 51,900 | -520,185 (-90.9%) |
| OSAIC HOLDINGS, INC. | 302,214 | 168,029 | -134,185 (-44.4%) |
| VestGen Advisors, LLC | 15,471 | 7,757 | -7,714 (-49.9%) |
| Clearstead Trust, LLC | 3,218 | 1,373 | -1,845 (-57.3%) |
| JANE STREET GROUP, LLC | 138,145 | 65,891 | -72,254 (-52.3%) |
| Atria Investments, Inc | 39,325 | 33,019 | -6,306 (-16.0%) |
| Creative Planning | 47,156 | 29,069 | -18,087 (-38.4%) |
| Mariner, LLC | 121,450 | 116,337 | -5,113 (-4.2%) |
| ROYAL BANK OF CANADA | 196,507 | 191,401 | -5,106 (-2.6%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,162 | 651 | -3,511 (-84.4%) |
| COMERICA BANK | 14,500 | 13,062 | -1,438 (-9.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Optivise Advisory Services LLC | 7,788 | $223 |
| Cooper Financial Group | 19,309 | $553 |
| Tactive Advisors, LLC | 7,790 | $223 |
| Brinker Capital Investments, LLC | 107,582 | $3,082 |
| Envestnet Portfolio Solutions, Inc. | 96,890 | $2,776 |
| Virtu Financial LLC | 29,401 | $1 |
| TORONTO DOMINION BANK | 89,919 | $2,576 |
| Wealthcare Advisory Partners LLC | 8,268 | $237 |
| Merit Financial Group, LLC | 14,703 | $421 |
| Ameritas Advisory Services, LLC | 3,677 | $105 |
| GOLDMAN SACHS GROUP INC | 45,353 | $1,299 |
| Aptus Capital Advisors, LLC | 3,326 | $95 |
| Steward Partners Investment Advisory, LLC | 1,746 | $50 |
| PRIVATE TRUST CO NA | 186 | $5 |
| GPS Wealth Strategies Group, LLC | 95 | $3 |