Ticker: DFJ CUSIP: 97717W836 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 18,815 | $1,813 |
| JPMORGAN CHASE & CO | 87 | $8 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Maridea Wealth Management LLC | 5,738 | 8,484 | +2,746 (+47.9%) |
| Coppell Advisory Solutions LLC | 2,893 | 3,356 | +463 (+16.0%) |
| CSS LLC/IL | 15,556 | 16,146 | +590 (+3.8%) |
| FMR LLC | 380,886 | 386,433 | +5,547 (+1.5%) |
| MORGAN STANLEY | 237,105 | 241,728 | +4,623 (+1.9%) |
| WELLS FARGO & COMPANY/MN | 121,959 | 126,103 | +4,144 (+3.4%) |
| Cetera Investment Advisers | 2,354 | 5,333 | +2,979 (+126.6%) |
| Vontobel Holding Ltd. | 80,623 | 82,443 | +1,820 (+2.3%) |
| Walkner Condon Financial Advisors LLC | 2,221 | 2,457 | +236 (+10.6%) |
| BANK OF AMERICA CORP /DE/ | 51,026 | 52,331 | +1,305 (+2.6%) |
| JONES FINANCIAL COMPANIES LLLP | 3,861 | 4,889 | +1,028 (+26.6%) |
| ROYAL BANK OF CANADA | 3,392 | 3,937 | +545 (+16.1%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 200 | 543 | +343 (+171.5%) |
| 3EDGE Asset Management, LP | 4,540 | 4,671 | +131 (+2.9%) |
| BROWN ADVISORY INC | 2,231 | 2,427 | +196 (+8.8%) |
| Farther Finance Advisors, LLC | 22 | 116 | +94 (+427.3%) |
| Bogart Wealth, LLC | 62 | 63 | +1 (+1.6%) |
| CWM, LLC | 212 | 220 | +8 (+3.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Motley Fool Wealth Management, LLC | 145,743 | 122,246 | -23,497 (-16.1%) |
| Barry Investment Advisors, LLC | 86,134 | 85,115 | -1,019 (-1.2%) |
| Schoolcraft Capital LLC | 59,307 | 58,449 | -858 (-1.4%) |
| Compound Planning, Inc. | 6,060 | 5,053 | -1,007 (-16.6%) |
| ROBERTS GLORE & CO INC /IL/ | 5,243 | 5,120 | -123 (-2.3%) |
| Beacon Pointe Advisors, LLC | 7,650 | 6,284 | -1,366 (-17.9%) |
| LPL Financial LLC | 51,578 | 50,886 | -692 (-1.3%) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,498 | 4,977 | -521 (-9.5%) |
| E&G Advisors, LP | 2,939 | 2,857 | -82 (-2.8%) |
| Bank of New York Mellon Corp | 5,202 | 4,703 | -499 (-9.6%) |
| BLAIR WILLIAM & CO/IL | 438 | 313 | -125 (-28.5%) |
| AE Wealth Management LLC | 278 | 174 | -104 (-37.4%) |
| Larson Financial Group LLC | 688 | 632 | -56 (-8.1%) |
| NATIONAL BANK OF CANADA /FI/ | 280 | 250 | -30 (-10.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FLOW TRADERS U.S. LLC | 14,914 | $1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,012 | $855 |
| MAI Capital Management | 180 | $17 |
| Advisory Services Network, LLC | 125 | $12 |
| Wealthspire Advisors, LLC | 77 | $7 |