Ticker: XV CUSIP: 82889N350 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Simplify Asset Management Inc. | 624,406 | $15,841 |
| CreativeOne Wealth, LLC | 208,639 | $5,293 |
| Owen LaRue, LLC | 133,809 | $3,395 |
| PRINCIPAL SECURITIES, INC. | 79,106 | $2,007 |
| ENVESTNET ASSET MANAGEMENT INC | 72,567 | $1,841 |
| OLD MISSION CAPITAL LLC | 46,948 | $1,191 |
| Brookwood Investment Group LLC | 42,911 | $1,089 |
| Claris Financial LLC | 35,404 | $898 |
| Millington Financial Advisors, LLC | 26,420 | $664 |
| JANE STREET GROUP, LLC | 8,629 | $219 |
| ISLAY CAPITAL MANAGEMENT, LLC | 4,275 | $108 |
| NBC SECURITIES, INC. | 1,998 | $51 |
| Clearstead Advisors, LLC | 535 | $14 |
| Farther Finance Advisors, LLC | 195 | $5 |
| Anfield Capital Management, LLC | 44 | $1 |
| Total (15 institutions) | 1,285,886 | $32,617 |