Ticker: AIVI CUSIP: 97717W786 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| AMERIFLEX GROUP, INC. | 788 | $41 |
| Rossby Financial, LCC | 815 | $42 |
| Savant Capital, LLC | 9,394 | $488 |
| Kestra Advisory Services, LLC | 2,590 | $135 |
| BlackRock, Inc. | 663 | $34 |
| SageView Advisory Group, LLC | 70 | $4 |
| AlphaCore Capital LLC | 70 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Truvestments Capital LLC | 14,341 | 14,611 | +270 (+1.9%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,636 | 17,146 | +4,510 (+35.7%) |
| MORGAN STANLEY | 69,959 | 73,648 | +3,689 (+5.3%) |
| OSAIC HOLDINGS, INC. | 582 | 833 | +251 (+43.1%) |
| Mezzasalma Advisors, LLC | 4,416 | 4,463 | +47 (+1.1%) |
| NewEdge Advisors, LLC | 564 | 574 | +10 (+1.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BIP Wealth, LLC | 41,457 | 38,016 | -3,441 (-8.3%) |
| LPL Financial LLC | 50,972 | 43,046 | -7,926 (-15.5%) |
| Spire Wealth Management | 2,204 | 991 | -1,213 (-55.0%) |
| XML Financial, LLC | 9,411 | 9,289 | -122 (-1.3%) |
| STIFEL FINANCIAL CORP | 4,099 | 3,999 | -100 (-2.4%) |
| Larson Financial Group LLC | 2,676 | 2,627 | -49 (-1.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FLOW TRADERS U.S. LLC | 24,718 | $1 |
| Urban Wealth Management, LLC | 400 | $14 |
| CreativeOne Wealth, LLC | 4,896 | $243 |
| UBS Group AG | 6,995 | $347 |
| CITIGROUP INC | 663 | $33 |
| ROYAL BANK OF CANADA | 420 | $21 |
| Advisory Services Network, LLC | 149 | $7 |
| FMR LLC | 1 | $0 |
| CWM, LLC | 116 | $0 |