Ticker: EMCB CUSIP: 97717X784 Class: WSDM EMKTBD FD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Anderson Financial Strategies, LLC | 55,434 | 58,086 | +2,652 (+4.8%) |
| Occidental Asset Management, LLC | 128,712 | 138,615 | +9,903 (+7.7%) |
| Integrated Wealth Concepts LLC | 169,572 | 179,345 | +9,773 (+5.8%) |
| LPL Financial LLC | 212,421 | 227,314 | +14,893 (+7.0%) |
| Rockefeller Capital Management L.P. | 3,218 | 11,464 | +8,246 (+256.2%) |
| UBS Group AG | 151,259 | 157,929 | +6,670 (+4.4%) |
| AE Wealth Management LLC | 17,234 | 20,009 | +2,775 (+16.1%) |
| MOODY NATIONAL BANK TRUST DIVISION | 19,406 | 19,699 | +293 (+1.5%) |
| Kestra Advisory Services, LLC | 26,225 | 28,002 | +1,777 (+6.8%) |
| JONES FINANCIAL COMPANIES LLLP | 4,603 | 6,622 | +2,019 (+43.9%) |
| Fermata Advisors, LLC | 3,678 | 3,779 | +101 (+2.7%) |
| EverSource Wealth Advisors, LLC | 59 | 60 | +1 (+1.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 27,978 | 24,352 | -3,626 (-13.0%) |
| FLOW TRADERS U.S. LLC | 27,241 | 16,436 | -10,805 (-39.7%) |
| JANE STREET GROUP, LLC | 33,293 | 18,895 | -14,398 (-43.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,556 | 7,814 | -3,742 (-32.4%) |
| NewSquare Capital LLC | 8,165 | 7,895 | -270 (-3.3%) |
| ENVESTNET ASSET MANAGEMENT INC | 8,798 | 8,380 | -418 (-4.8%) |
| ROYAL BANK OF CANADA | 1,686 | 1,661 | -25 (-1.5%) |
| MORGAN STANLEY | 22 | 21 | -1 (-4.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Urban Wealth Management, LLC | 975 | $59 |
| CITADEL ADVISORS LLC | 6,512 | $436 |
| FMR LLC | 1 | $0 |