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Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$171M +$79.4M +2,789,189 +82%
Bank of America
2
Bank of America
North Carolina
$167M +$172M +6,036,680 +61,794%
Wells Fargo
3
Wells Fargo
California
$149M +$44M +1,545,692 +40%
RBA
4
Richard Bernstein Advisors
New York
$103M +$106M +3,737,662 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$103M +$42.6M +1,498,104 +68%
US Bancorp
6
US Bancorp
Minnesota
$88.1M +$44.7M +1,571,913 +97%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$76.7M +$47.8M +1,679,126 +153%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$60.7M +$28.1M +986,423 +82%
LPL Financial
9
LPL Financial
California
$45.9M -$9.94M -349,164 -17%
AIM
10
Astor Investment Management
Illinois
$36M +$19.4M +683,186 +110%
WP
11
WealthPLAN Partners
Nebraska
$35.8M +$1.18M +41,337 +3%
Truist Financial
12
Truist Financial
North Carolina
$34.7M +$4.22M +148,214 +13%
FA
13
Faithward Advisors
Pennsylvania
$32.5M +$30.5M +1,070,183 +992%
Osaic Holdings
14
Osaic Holdings
Arizona
$32.5M +$18.1M +634,489 +117%
LPWM
15
Lake Point Wealth Management
Texas
$29.6M +$30.5M +1,072,510 New
AWM
16
AE Wealth Management
Kansas
$29.5M +$12.9M +453,756 +74%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$28.4M -$391K -13,737 -1%
PCP
18
Proficio Capital Partners
Massachusetts
$27.9M -$5.87M -206,305 -17%
Citadel Advisors
19
Citadel Advisors
Florida
$27M +$24.5M +860,649 +733%
PAG
20
Private Advisor Group
New Jersey
$26.9M +$5.91M +207,814 +27%
JF
21
JSF Financial
California
$25.8M +$2.73M +95,979 +11%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1M +$6.31M +221,636 +36%
HCM
23
Hengehold Capital Management
Ohio
$22.8M +$863K +30,313 +4%
TWM
24
TMD Wealth Management
Arizona
$21.7M +$1.14M +40,016 +5%
RJA
25
Raymond James & Associates
Florida
$21.2M +$8.03M +281,954 +58%
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