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Disclosery

MISL FIRST TR EXCHANGE-TRADED FD

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INDXX AEROSPACE (fund)

44 managers (44 13F filers) reported a position in MISL shares at 2024-12-31, 2,298,078 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
13
Added
13
Reduced
11
Sold out
5
Shares held by filers
2,298,078

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC541,085$16.5M0.01%+235,28513F-HRTimeline
Key Client Fiduciary Advisors, LLC313,895$9.55M4.28%-5,76513F-HRTimeline
D.A. DAVIDSON & CO.306,363$9.32M0.08%-8,44613F-HRTimeline
Mutual Advisors, LLC214,888$6.78M0.2%+8,41613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.122,558$3.73M0.01%-2,31113F-HR/ATimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…110,033$3.35M1.68%+6,60413F-HRTimelineGroup
Owen LaRue, LLC62,200$1.89M0.99%-4,00613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,942$1.82M<0.01%+32,95413F-HRTimelineGroup
Janney Montgomery Scott LLC55,907$1.7M<0.01%new13F-HRTimeline
Cetera Investment Advisers49,399$1.5M<0.01%+2,28013F-HRTimeline
Cambridge Investment Research Advisors,…35,955$1.09M<0.01%-17,19413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,444$1.02M<0.01%+4,11713F-HRTimelineGroup
Bright Futures Wealth Management, LLC.31,797$981K0.87%+78113F-HRTimeline
OLD MISSION CAPITAL LLC31,784$967K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,821$938K<0.01%-1,08413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC30,040$914K0.01%-1,17213F-HRTimelineGroup
Triumph Capital Management29,114$886K0.3%-1,68413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,907$788K<0.01%+12,94113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,210$737K<0.01%+6,16413F-HRTimeline
Northwest Financial Advisors23,130$704K0.58%+4713F-HRTimeline
HighTower Advisors, LLC22,047$671K<0.01%-10913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC18,876$574K0.2%+4,14713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,651$568K<0.01%13F-HR/ATimelineGroup
Compound Planning, Inc.16,393$499K0.03%new13F-HRTimeline
Sigma Planning Corp15,799$481K0.02%-24113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,751$419K<0.01%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC11,673$355K0.03%-8,56013F-HRTimeline
Golden State Wealth Management, LLC9,000$274K0.04%13F-HRTimeline
Good Life Advisors, LLC7,701$234K0.02%new13F-HRTimeline
Prospera Financial Services Inc7,025$214K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…6,938$211K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC6,799$207K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,338$132K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc4,281$130K<0.01%+2,97113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC630$19.2K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.353$11K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.300$9.13K<0.01%new13F-HRTimeline
AE Wealth Management LLC286$8.7K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.281$8.55K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.200$6.09K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC156$4.72K<0.01%13F-HRTimeline
Tidemark, LLC127$3.85K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$44<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.