Ticker: GCC CUSIP: 97717Y683 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 40,385 | $854 |
| Navis Wealth Advisors, LLC | 11,792 | $249 |
| XY Planning Network, Inc. | 17,109 | $362 |
| Bison Wealth, LLC | 17,642 | $417 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,855 | $39 |
| Aptus Capital Advisors, LLC | 1,587 | $34 |
| AlphaCore Capital LLC | 400 | $8 |
| FMR LLC | 3 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 618,316 | 633,999 | +15,683 (+2.5%) |
| Leo Wealth, LLC | 256,556 | 448,948 | +192,392 (+75.0%) |
| Team Financial Group, LLC | 112,975 | 125,846 | +12,871 (+11.4%) |
| NerdWallet Wealth Partners, LLC | 56,140 | 67,921 | +11,781 (+21.0%) |
| Covenant Asset Management, LLC | 12,375 | 18,253 | +5,878 (+47.5%) |
| Kestra Advisory Services, LLC | 180,323 | 238,466 | +58,143 (+32.2%) |
| LPL Financial LLC | 107,353 | 255,484 | +148,131 (+138.0%) |
| MORGAN STANLEY | 588,355 | 728,160 | +139,805 (+23.8%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 91 | 588 | +497 (+546.2%) |
| WELLS FARGO & COMPANY/MN | 560,000 | 583,291 | +23,291 (+4.2%) |
| RAYMOND JAMES FINANCIAL INC | 13,230 | 29,833 | +16,603 (+125.5%) |
| ROYAL BANK OF CANADA | 621,647 | 635,478 | +13,831 (+2.2%) |
| ROMAN BUTLER FULLERTON & CO | 29,597 | 29,923 | +326 (+1.1%) |
| Cetera Investment Advisers | 31,467 | 39,306 | +7,839 (+24.9%) |
| Creekside Partners | 15,421 | 15,634 | +213 (+1.4%) |
| &PARTNERS | 38,066 | 40,256 | +2,190 (+5.8%) |
| MML INVESTORS SERVICES, LLC | 10,897 | 13,139 | +2,242 (+20.6%) |
| STIFEL FINANCIAL CORP | 21,273 | 22,213 | +940 (+4.4%) |
| Merit Financial Group, LLC | 9,952 | 10,740 | +788 (+7.9%) |
| Fermata Advisors, LLC | 13,768 | 13,953 | +185 (+1.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Empirical Asset Management, LLC | 55,016 | 28,879 | -26,137 (-47.5%) |
| OSAIC HOLDINGS, INC. | 63,977 | 40,095 | -23,882 (-37.3%) |
| Arkadios Wealth Advisors | 19,549 | 17,097 | -2,452 (-12.5%) |
| REAP Financial Group, LLC | 18,372 | 17,936 | -436 (-2.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 22,207 | 18,684 | -3,523 (-15.9%) |
| Cambridge Investment Research Advisors, Inc. | 97,761 | 80,837 | -16,924 (-17.3%) |
| FLOW TRADERS U.S. LLC | 45,884 | 43,056 | -2,828 (-6.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| von Borstel & Associates, Inc. | 110,010 | $2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,581 | $847 |
| JANE STREET GROUP, LLC | 36,769 | $786 |