Ticker: XLI CUSIP: 81369Y704 Class: INDL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EHP Funds Inc. | 25,300 | $3,925 |
| PLANWISER FINANCIAL, LLC | 22,843 | $3,800 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 50,000 | $7,756 |
| AdvisorShares Investments LLC | 35,986 | $5,582 |
| Risk Paradigm Group, LLC | 17,934 | $2,782 |
| BlueStem Wealth Partners, LLC | 51,280 | $7,955 |
| Estate Counselors, LLC | 60,770 | $9,427 |
| WASHINGTON GROWTH STRATEGIES LLC | 7,852 | $1,218 |
| Hyundai Investments Co., Ltd. | 3,913 | $612 |
| HOHIMER WEALTH MANAGEMENT, LLC | 24,300 | $3,769 |
| Sollinda Capital Management LLC | 12,602 | $1,955 |
| Global View Capital Management LLC | 15,643 | $2,427 |
| Elo Mutual Pension Insurance Co | 149,131 | $23,133 |
| Senator Investment Group LP | 61,274 | $9,505 |
| HAMILTON CAPITAL PARTNERS, LLC | 8,006 | $1,242 |
| SageGuard Financial Group, LLC | 10,367 | $1,608 |
| Elmwood Wealth Management, Inc. | 7,617 | $1,181 |
| IPG Investment Advisors LLC | 11,655 | $1,808 |
| Archer Investment Management, LLC | 3,933 | $610 |
| Whitaker-Myers Wealth Managers, LTD. | 9,279 | $1,439 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Phoenix Holdings Ltd. | 1,520,306 | 3,950,353 | +2,430,047 (+159.8%) |
| Stonebridge Financial Group, LLC | 4,015 | 171,163 | +167,148 (+4163.1%) |
| Quantitative Investment Management, LLC | 4,240 | 139,324 | +135,084 (+3185.9%) |
| Trilogy Capital Inc. | 146,044 | 297,494 | +151,450 (+103.7%) |
| Keystone Global Partners, LLC | 34,907 | 44,003 | +9,096 (+26.1%) |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 3,372 | 72,794 | +69,422 (+2058.8%) |
| Safe Harbor Fiduciary, LLC | 80 | 11,534 | +11,454 (+14317.5%) |
| AlphaStar Capital Management, LLC | 2,408 | 122,212 | +119,804 (+4975.2%) |
| THOR TRADING ADVISORS, LLC | 33,710 | 43,335 | +9,625 (+28.6%) |
| Onyx Bridge Wealth Group LLC | 5,093 | 80,314 | +75,221 (+1476.9%) |
| Private Wealth Advisors, LLC | 57,836 | 64,276 | +6,440 (+11.1%) |
| MENORA MIVTACHIM HOLDINGS LTD. | 3,528,840 | 3,874,240 | +345,400 (+9.8%) |
| Compass Wealth Management, LLC/GA | 46,528 | 51,628 | +5,100 (+11.0%) |
| New Harbor Financial Group, LLC | 183,118 | 189,965 | +6,847 (+3.7%) |
| J.Safra Asset Management Corp | 308,130 | 327,617 | +19,487 (+6.3%) |
| Ball & Co Wealth Management Inc. | 13,208 | 20,485 | +7,277 (+55.1%) |
| H&H Retirement Design & Management INC | 38,278 | 39,681 | +1,403 (+3.7%) |
| SYKON CAPITAL LLC | 26,542 | 35,583 | +9,041 (+34.1%) |
| Ayalon Insurance Comp Ltd. | 62,858 | 71,718 | +8,860 (+14.1%) |
| Shira Ridge Wealth Management | 57,345 | 59,144 | +1,799 (+3.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 158,505 | 574 | -157,931 (-99.6%) |
| BREAKTHRU ADVISORY SERVICES, LLC | 83,287 | 2,823 | -80,464 (-96.6%) |
| Wall Capital Group, Inc. | 45,170 | 9,063 | -36,107 (-79.9%) |
| Perbak Capital Partners LLP | 447,244 | 239,314 | -207,930 (-46.5%) |
| Rothschild Capital Partners, LLC | 160,521 | 121,111 | -39,410 (-24.6%) |
| CTC Alternative Strategies, Ltd. | 17,867 | 11,362 | -6,505 (-36.4%) |
| Rise Advisors, LLC | 39,604 | 2,859 | -36,745 (-92.8%) |
| Beaumont Capital Management, LLC | 40,673 | 39,674 | -999 (-2.5%) |
| Migdal Insurance & Financial Holdings Ltd. | 3,605,556 | 3,262,446 | -343,110 (-9.5%) |
| Advisory Alpha, LLC | 593,858 | 449,853 | -144,005 (-24.2%) |
| IMZ Advisory Inc | 116,353 | 110,617 | -5,736 (-4.9%) |
| City Center Advisors, LLC | 10,661 | 4,471 | -6,190 (-58.1%) |
| Biltmore Wealth Management, LLC | 227,694 | 224,016 | -3,678 (-1.6%) |
| Curat Global, LLC | 17,859 | 16,359 | -1,500 (-8.4%) |
| Trust Asset Management LLC | 354,864 | 342,261 | -12,603 (-3.6%) |
| INNEALTA CAPITAL, LLC | 85,405 | 83,731 | -1,674 (-2.0%) |
| First National Bank of Hutchinson | 17,199 | 8,060 | -9,139 (-53.1%) |
| Concord Investment Counsel Inc. | 141,734 | 139,101 | -2,633 (-1.9%) |
| Arrow Investment Advisors, LLC | 29,743 | 28,975 | -768 (-2.6%) |
| Fulcrum Equity Management | 9,914 | 6,687 | -3,227 (-32.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CABANA LLC | 12,704 | $1,960 |
| McElhenny Sheffield Capital Management, LLC | 102,130 | $15,752 |
| CONTINUUM WEALTH ADVISORS, LLC | 51,585 | $7,956 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 41,839 | $6,453 |
| Sandbox Financial Partners, LLC | 42,344 | $6,531 |
| Cornerstone Advisors, LLC | 234,600 | $36,182 |
| Royal Fund Management, LLC | 51,832 | $7,994 |
| Financial Enhancement Group LLC | 28,796 | $4,480 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 6,296 | $968 |
| Runnymede Capital Advisors, Inc. | 3,578 | $552 |
| Canal Capital Management, LLC | 13,881 | $2,141 |
| WorthPointe, LLC | 5,901 | $910 |
| RPS ADVISORY SOLUTIONS LLC | 3,500 | $540 |
| READYSTATE ASSET MANAGEMENT LP | 33,000 | $5,090 |
| Virtu Financial LLC | 45,560 | $7 |
| Tower Research Capital LLC (TRC) | 42,717 | $6,588 |
| IBEX WEALTH ADVISORS | 12,763 | $1,968 |
| Mosley Wealth Management | 2,847 | $392 |
| Worth Asset Management, LLC | 2,896 | $447 |
| Verity Asset Management, Inc. | 3,471 | $535 |