Ticker: SPD CUSIP: 82889N202 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| GTS SECURITIES LLC | 24,985 | $981 |
| Kingdom Financial Group LLC. | 2,120 | $83 |
| Noble Wealth Management PBC | 55 | $2 |
| ASSETMARK, INC | 9 | $0 |
| Farther Finance Advisors, LLC | 3 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| EVOLUTION WEALTH MANAGEMENT INC. | 100,057 | 114,806 | +14,749 (+14.7%) |
| Ironsides Asset Advisors, LLC | 85,839 | 104,611 | +18,772 (+21.9%) |
| Lloyd Advisory Services, LLC. | 44,692 | 47,645 | +2,953 (+6.6%) |
| LPL Financial LLC | 40,252 | 384,800 | +344,548 (+856.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 245,555 | 255,478 | +9,923 (+4.0%) |
| Fiduciary Alliance LLC | 18,989 | 19,252 | +263 (+1.4%) |
| MORGAN STANLEY | 745 | 847 | +102 (+13.7%) |
| CWM, LLC | 30,483 | 43,586 | +13,103 (+43.0%) |
| Quest 10 Wealth Builders, Inc. | 583 | 598 | +15 (+2.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 194,241 | 190,625 | -3,616 (-1.9%) |
| B.O.S.S. Retirement Advisors, LLC | 38,994 | 24,339 | -14,655 (-37.6%) |
| Austin Wealth Management, LLC | 54,006 | 47,934 | -6,072 (-11.2%) |
| HOWARD BAILEY SECURITIES, LLC | 20,336 | 17,919 | -2,417 (-11.9%) |
| Compound Planning, Inc. | 42,691 | 34,559 | -8,132 (-19.0%) |
| Park Edge Advisors, LLC | 29,721 | 29,031 | -690 (-2.3%) |
| LifeWealth Investments, LLC | 11,747 | 10,977 | -770 (-6.6%) |
| Elevated Capital Advisors, LLC | 15,971 | 15,304 | -667 (-4.2%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,197 | 21,727 | -6,470 (-22.9%) |
| AE Wealth Management LLC | 184,940 | 182,280 | -2,660 (-1.4%) |
| OSAIC HOLDINGS, INC. | 7,353 | 5,868 | -1,485 (-20.2%) |
| Dynamic Advisor Solutions LLC | 8,573 | 8,166 | -407 (-4.7%) |
| HighTower Advisors, LLC | 5,671 | 5,119 | -552 (-9.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Great Lakes Retirement, Inc. | 5,235 | $207 |
| CITADEL ADVISORS LLC | 11,740 | $464 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,531 | $456 |
| Decker Retirement Planning Inc. | 81 | $3 |
| Richard W. Paul & Associates, LLC | 46 | $2 |