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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
$182M +$9.16M +327,975 +5%
Bank of America
2
Bank of America
North Carolina
$171M +$2.87M +102,943 +2%
Wells Fargo
3
Wells Fargo
California
$141M -$8.94M -320,220 -6%
RBA
4
Richard Bernstein Advisors
New York
$111M +$7.2M +257,850 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$111M +$7.77M +278,500 +7%
US Bancorp
6
US Bancorp
Minnesota
$97.2M +$8.34M +298,633 +9%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$86.6M +$9.28M +332,487 +12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$65.8M +$4.64M +166,104 +8%
LPL Financial
9
LPL Financial
California
$53.9M +$7.56M +270,658 +16%
PAG
10
Private Advisor Group
New Jersey
$37.8M +$10.7M +383,505 +39%
AIM
11
Astor Investment Management
Illinois
$35.9M -$392K -14,061 -1%
WP
12
WealthPLAN Partners
Nebraska
$34.7M +$233K +8,354 +0.7%
FA
13
Faithward Advisors
Pennsylvania
$34.5M +$1.69M +60,367 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$33.2M +$351K +12,558 +1%
LPWM
15
Lake Point Wealth Management
Texas
$31.2M +$1.27M +45,546 +4%
JF
16
JSF Financial
California
$29.8M +$3.73M +133,757 +14%
BAM
17
Belpointe Asset Management
Nevada
$24.8M +$4.93M +176,530 +25%
BPWM
18
Badgley Phelps Wealth Managers
Washington
$24.4M +$24.5M +877,257 New
HCM
19
Hengehold Capital Management
Ohio
$24.2M +$1.24M +44,271 +5%
FWM
20
Frontier Wealth Management
Missouri
$24.2M +$24.2M +866,859 New
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3M +$36.7K +1,315 +0.2%
AWM
22
AE Wealth Management
Kansas
$23M -$6.76M -242,166 -23%
TWM
23
TMD Wealth Management
Arizona
$23M +$1.08M +38,692 +5%
STA
24
Summit Trail Advisors
New York
$22.8M +$17.3M +619,665 +310%
JCM
25
Janney Capital Management
Pennsylvania
$22.6M +$7.39M +264,668 +49%
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