Ticker: USDU CUSIP: 97717W471 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PMV Capital Advisers, LLC | 5,282 | $136 |
| Hilltop Holdings Inc. | 46,607 | $1,202 |
| Farther Finance Advisors, LLC | 148,563 | $3,833 |
| COMMONWEALTH EQUITY SERVICES, LLC | 583,151 | $15,045 |
| Reyes Financial Architecture, Inc. | 4,252 | $110 |
| Vident Advisory, LLC | 73,501 | $1,896 |
| TUCKER ASSET MANAGEMENT LLC | 2,639 | $68 |
| GTS SECURITIES LLC | 11,395 | $294 |
| Bank of New York Mellon Corp | 341,999 | $8,824 |
| Rockefeller Capital Management L.P. | 54,792 | $1,414 |
| TRUIST FINANCIAL CORP | 21,459 | $563 |
| Parallel Advisors, LLC | 3,710 | $96 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,776 | $46 |
| Global Retirement Partners, LLC | 159 | $4 |
| FMR LLC | 17 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Advyzon Investment Management, LLC | 99,109 | 404,396 | +305,287 (+308.0%) |
| Maridea Wealth Management LLC | 125,943 | 225,417 | +99,474 (+79.0%) |
| Ausdal Financial Partners, Inc. | 129,745 | 378,246 | +248,501 (+191.5%) |
| COWA, LLC | 11,323 | 49,285 | +37,962 (+335.3%) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 165,710 | 171,248 | +5,538 (+3.3%) |
| Sovereign Financial Group, Inc. | 31,428 | 33,388 | +1,960 (+6.2%) |
| WBI INVESTMENTS, INC. | 22,854 | 24,026 | +1,172 (+5.1%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,212 | 284,986 | +248,774 (+687.0%) |
| ASSETMARK, INC | 322 | 54,529 | +54,207 (+16834.5%) |
| J. Safra Sarasin Holding AG | 125,706 | 136,509 | +10,803 (+8.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 22,932 | 112,149 | +89,217 (+389.1%) |
| CITADEL ADVISORS LLC | 35,434 | 110,161 | +74,727 (+210.9%) |
| LPL Financial LLC | 13,085 | 47,117 | +34,032 (+260.1%) |
| MORGAN STANLEY | 161,872 | 197,305 | +35,433 (+21.9%) |
| HighTower Advisors, LLC | 110,651 | 124,969 | +14,318 (+12.9%) |
| ROYAL BANK OF CANADA | 25 | 7,928 | +7,903 (+31612.0%) |
| CIBC Private Wealth Group, LLC | 376 | 956 | +580 (+154.3%) |
| Horizon Investments, LLC | 275 | 360 | +85 (+30.9%) |
| HARBOUR INVESTMENTS, INC. | 547 | 611 | +64 (+11.7%) |
| COMERICA BANK | 50 | 100 | +50 (+100.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GenWealth Group, Inc. | 638,295 | 580,385 | -57,910 (-9.1%) |
| Summit Place Financial Advisors, LLC | 205,592 | 201,028 | -4,564 (-2.2%) |
| Avestar Capital, LLC | 59,968 | 40,397 | -19,571 (-32.6%) |
| JANE STREET GROUP, LLC | 124,664 | 34,146 | -90,518 (-72.6%) |
| BANK OF AMERICA CORP /DE/ | 133,060 | 35,498 | -97,562 (-73.3%) |
| OSAIC HOLDINGS, INC. | 5,584 | 4,799 | -785 (-14.1%) |
| JPMORGAN CHASE & CO | 1,439 | 1,000 | -439 (-30.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Fortis Group Advisors, LLC | 136,304 | $3,676 |
| Trek Financial, LLC | 323,715 | $8,543 |
| Legacy Capital Wealth Partners, LLC | 21,040 | $555 |
| Ameritas Advisory Services, LLC | 490 | $13 |
| JONES FINANCIAL COMPANIES LLLP | 113 | $3 |
| Cambridge Investment Research Advisors, Inc. | 9,623 | $0 |
| BNP PARIBAS ARBITRAGE, SA | 3 | $0 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |