Ticker: XC CUSIP: 97717Y535 Class: TRUE EMERGING MK
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 11,080 | $359 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| tru Independence LLC | 155,649 | 177,948 | +22,299 (+14.3%) |
| Aprio Wealth Management, LLC | 263,485 | 296,644 | +33,159 (+12.6%) |
| Chicago Partners Investment Group LLC | 92,996 | 97,160 | +4,164 (+4.5%) |
| OARSMAN CAPITAL, INC. | 6,079 | 6,768 | +689 (+11.3%) |
| Dynamic Advisor Solutions LLC | 27,199 | 28,714 | +1,515 (+5.6%) |
| Kestra Advisory Services, LLC | 21,130 | 24,333 | +3,203 (+15.2%) |
| CITADEL ADVISORS LLC | 144,956 | 147,415 | +2,459 (+1.7%) |
| Cetera Investment Advisers | 19,002 | 19,893 | +891 (+4.7%) |
| OSAIC HOLDINGS, INC. | 535 | 1,324 | +789 (+147.5%) |
| Creative Planning | 26,433 | 26,899 | +466 (+1.8%) |
| Private Advisor Group, LLC | 9,674 | 10,003 | +329 (+3.4%) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 164 | +163 (+16300.0%) |
| FMR LLC | 55 | 140 | +85 (+154.5%) |
| Cambridge Investment Research Advisors, Inc. | 20,238 | 28,140 | +7,902 (+39.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Noble Wealth Management PBC | 128,940 | 114,373 | -14,567 (-11.3%) |
| Sanctuary Advisors, LLC | 472,571 | 15,728 | -456,843 (-96.7%) |
| LPL Financial LLC | 140,902 | 130,626 | -10,276 (-7.3%) |
| JANE STREET GROUP, LLC | 16,305 | 10,035 | -6,270 (-38.5%) |
| UBS Group AG | 1,342 | 108 | -1,234 (-92.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 33,424 | $1,158 |
| FLOW TRADERS U.S. LLC | 29,259 | $1 |