Ticker: HAP CUSIP: 92189F841 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Beaumont Financial Advisors, LLC | 90,730 | $5,456 |
| Global View Capital Management LLC | 4,164 | $250 |
| Advisors Preferred, LLC | 2,716 | $166 |
| &PARTNERS | 10,940 | $658 |
| EVOKE WEALTH, LLC | 3,486 | $210 |
| CITADEL ADVISORS LLC | 17,407 | $1,047 |
| VAN ECK ASSOCIATES CORP | 140,349 | $8 |
| SRS Capital Advisors, Inc. | 1,616 | $97 |
| ENVESTNET ASSET MANAGEMENT INC | 5,462 | $328 |
| IFP Advisors, Inc | 537 | $32 |
| PNC Financial Services Group, Inc. | 700 | $42 |
| Capital Investment Advisory Services, LLC | 125 | $8 |
| BARCLAYS PLC | 180 | $11 |
| ROTHSCHILD INVESTMENT LLC | 10 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Peterson Wealth Services | 775 | 2,742 | +1,967 (+253.8%) |
| Horizon Advisory Services, Inc. | 7,306 | 7,850 | +544 (+7.4%) |
| LPL Financial LLC | 25,572 | 70,019 | +44,447 (+173.8%) |
| MORGAN STANLEY | 125,590 | 150,955 | +25,365 (+20.2%) |
| Cetera Investment Advisers | 595,971 | 605,102 | +9,131 (+1.5%) |
| Steward Partners Investment Advisory, LLC | 2,713 | 7,569 | +4,856 (+179.0%) |
| NewEdge Advisors, LLC | 290 | 3,698 | +3,408 (+1175.2%) |
| Farther Finance Advisors, LLC | 2,950 | 4,210 | +1,260 (+42.7%) |
| ROYAL BANK OF CANADA | 10,814 | 12,072 | +1,258 (+11.6%) |
| JONES FINANCIAL COMPANIES LLLP | 3,634 | 4,535 | +901 (+24.8%) |
| Baird Financial Group, Inc. | 47,021 | 47,559 | +538 (+1.1%) |
| OSAIC HOLDINGS, INC. | 4,482 | 4,827 | +345 (+7.7%) |
| Creative Planning | 8,733 | 8,909 | +176 (+2.0%) |
| Focus Financial Network, Inc. | 5,057 | 5,126 | +69 (+1.4%) |
| Coastal Investment Advisors, Inc. | 29 | 71 | +42 (+144.8%) |
| Cambridge Investment Research Advisors, Inc. | 3,653 | 4,110 | +457 (+12.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Morton Capital Management LLC/CA | 399,026 | 394,182 | -4,844 (-1.2%) |
| IAG Wealth Partners, LLC | 338,507 | 326,814 | -11,693 (-3.5%) |
| ENTREWEALTH, LLC | 3,867 | 3,591 | -276 (-7.1%) |
| UBS Group AG | 18,275 | 6,543 | -11,732 (-64.2%) |
| WELLS FARGO & COMPANY/MN | 22,775 | 14,176 | -8,599 (-37.8%) |
| BANK OF AMERICA CORP /DE/ | 19,391 | 18,469 | -922 (-4.8%) |
| Spire Wealth Management | 505 | 300 | -205 (-40.6%) |
| Pure Financial Advisors, LLC | 5,924 | 5,798 | -126 (-2.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Firestone Capital Management | 5,237 | $299 |
| FLOW TRADERS U.S. LLC | 36,491 | $2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 6,336 | $362 |
| JANE STREET GROUP, LLC | 8,490 | $485 |
| AdvisorNet Financial, Inc | 1,003 | $57 |
| PRINCIPAL SECURITIES, INC. | 323 | $18 |