Stock

XBJL

Ownership Count: 74

Ownership

Manager Name % of Portfolio Recent Activity Share Value
Gradient Investments LLC 2.7%
Added 49.31%
3,152,690 $107,639,000.0
Cetera Investment Advisers 0.03%
Added 0.00%
386,143 $13,183,000.0
Brown Financial Advisors 4.46%
Added 8.50%
258,754 $8,834,000.0
Cetera Advisor Networks LLC 0.03%
No Change
213,631 $6,772,000.0
Verity Asset Management, Inc. 0.0%
No Change
206,484 $8,000.0
WealthPLAN Partners, LLC 0.65%
Added 5.04%
193,844 $5,935,000.0
WealthPlan Investment Management, LLC 0.66%
No Change
184,551 $5,241,000.0
Cetera Advisors LLC 0.04%
No Change
170,747 $5,412,000.0
HighTower Advisors, LLC 0.01%
No Change
117,923 $4,026,000.0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01%
No Change
84,552 $2,830,000.0
OLD MISSION CAPITAL LLC 0.06%
No Change
79,131 $2,649,000.0
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.49%
Reduced 0.14%
74,959 $2,559,000.0
Weaver Consulting Group 0.81%
Reduced 18.40%
74,377 $2,539,000.0
CENTAURUS FINANCIAL, INC. 0.15%
Added 14.74%
63,864 $2,138,000.0
OSAIC HOLDINGS, INC. 0.01%
Added 7.84%
63,844 $2,137,000.0