Ticker: CDX CUSIP: 82889N830 Class: HIGH YIELD ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Meridian Wealth Management, LLC | 319,206 | $7,109 |
| Advisor Resource Council | 27,526 | $609 |
| GKV Capital Management Co., Inc. | 27,705 | $617 |
| MBA Advisors LLC | 11,312 | $252 |
| Cooper Financial Group | 30,024 | $669 |
| Envestnet Portfolio Solutions, Inc. | 221,593 | $4,935 |
| GFS Advisors, LLC | 10,875 | $242 |
| Advisory Services Network, LLC | 54,974 | $1,224 |
| OLD MISSION CAPITAL LLC | 25,646 | $571 |
| StoneX Group Inc. | 14,044 | $313 |
| CIBC WORLD MARKET INC. | 56,374 | $1,255 |
| NBC SECURITIES, INC. | 1,881 | $42 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,983 | $334 |
| PRIVATE TRUST CO NA | 1,353 | $30 |
| Clearstead Advisors, LLC | 1,705 | $38 |
| SRS Capital Advisors, Inc. | 1,260 | $28 |
| WELLS FARGO & COMPANY/MN | 1,197 | $27 |
| Elevated Capital Advisors, LLC | 155 | $3 |
| HRT FINANCIAL LP | 17,054 | $0 |
| Farther Finance Advisors, LLC | 21 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| DRIVE WEALTH MANAGEMENT, LLC | 134,300 | 372,252 | +237,952 (+177.2%) |
| Altiora Financial Group, LLC | 1,005,361 | 1,074,402 | +69,041 (+6.9%) |
| ADAPT WEALTH ADVISORS, LLC | 123,857 | 228,349 | +104,492 (+84.4%) |
| Park Edge Advisors, LLC | 719,012 | 753,087 | +34,075 (+4.7%) |
| Insight Wealth Strategies, LLC | 514,852 | 647,232 | +132,380 (+25.7%) |
| Mid-American Wealth Advisory Group, Inc. | 195,324 | 210,408 | +15,084 (+7.7%) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 33,325 | 98,609 | +65,284 (+195.9%) |
| Worth Asset Management, LLC | 19,610 | 46,324 | +26,714 (+136.2%) |
| Security National Bank | 179,049 | 199,112 | +20,063 (+11.2%) |
| Soltis Investment Advisors LLC | 96,553 | 154,563 | +58,010 (+60.1%) |
| WCG Wealth Advisors LLC | 41,112 | 154,152 | +113,040 (+275.0%) |
| Brinker Capital Investments, LLC | 22,651 | 318,520 | +295,869 (+1306.2%) |
| Centennial Wealth Advisory LLC | 83,830 | 90,438 | +6,608 (+7.9%) |
| PRINCIPAL SECURITIES, INC. | 110,359 | 226,433 | +116,074 (+105.2%) |
| AE Wealth Management LLC | 1,042,223 | 1,216,909 | +174,686 (+16.8%) |
| Kensington Asset Management, LLC | 200,172 | 218,669 | +18,497 (+9.2%) |
| Almanack Investment Partners, LLC. | 10,887 | 19,174 | +8,287 (+76.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 167,395 | 1,369,552 | +1,202,157 (+718.2%) |
| Kingsview Wealth Management, LLC | 60,751 | 107,042 | +46,291 (+76.2%) |
| OSAIC HOLDINGS, INC. | 84,525 | 279,015 | +194,490 (+230.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RiverTree Advisors, LLC | 173,979 | 129,536 | -44,443 (-25.5%) |
| Whalen Wealth Management Inc. | 102,101 | 55,956 | -46,145 (-45.2%) |
| Pekin Hardy Strauss, Inc. | 143,753 | 139,237 | -4,516 (-3.1%) |
| STEPHENS INC /AR/ | 94,879 | 63,958 | -30,921 (-32.6%) |
| NewEdge Wealth, LLC | 344,687 | 337,443 | -7,244 (-2.1%) |
| LPL Financial LLC | 796,259 | 725,182 | -71,077 (-8.9%) |
| CreativeOne Wealth, LLC | 32,926 | 27,510 | -5,416 (-16.4%) |
| Trajan Wealth LLC | 17,934 | 15,678 | -2,256 (-12.6%) |
| SILVER OAK SECURITIES, INCORPORATED | 58,194 | 57,262 | -932 (-1.6%) |
| Private Advisor Group, LLC | 72,554 | 68,759 | -3,795 (-5.2%) |
| Janney Montgomery Scott LLC | 54,509 | 10,622 | -43,887 (-80.5%) |
| Quest 10 Wealth Builders, Inc. | 81 | 74 | -7 (-8.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SFG Wealth Management, LLC. | 21,602 | $495 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 378,551 | $8,654 |
| Equitable Holdings, Inc. | 16,200 | $371 |
| GOLDMAN SACHS GROUP INC | 38,649 | $885 |
| STANCE CAPITAL LLC | 453 | $10 |