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Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$95.9M -$40.9M -1,496,905 -30%
Morgan Stanley
2
Morgan Stanley
New York
$91.4M -$85.6M -3,130,798 -48%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$88.6M -$19M -695,485 -17%
US Bancorp
4
US Bancorp
Minnesota
$78.9M -$15.1M -551,978 -16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$57.5M -$6.05M -221,475 -9%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$46.3M -$37.8M -1,382,555 -44%
LPL Financial
7
LPL Financial
California
$37.6M -$14.6M -535,052 -28%
WP
8
WealthPLAN Partners
Nebraska
$35.1M +$1.19M +43,668 +3%
AIM
9
Astor Investment Management
Illinois
$34.5M -$131K -4,775 -0.4%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.9M +$11.6M +424,781 +51%
Osaic Holdings
11
Osaic Holdings
Arizona
$31.7M -$287K -10,487 -0.9%
FA
12
Faithward Advisors
Pennsylvania
$28.2M -$5.1M -186,738 -15%
RJA
13
Raymond James & Associates
Florida
$28.1M +$13.1M +478,935 +84%
PAG
14
Private Advisor Group
New Jersey
$27.3M -$9.37M -342,573 -25%
AWM
15
AE Wealth Management
Kansas
$25.7M +$3.65M +133,431 +16%
TWM
16
TMD Wealth Management
Arizona
$25.5M +$3.47M +126,998 +15%
FWM
17
Frontier Wealth Management
Missouri
$24.7M +$1.49M +54,344 +6%
BAM
18
Belpointe Asset Management
Nevada
$22.9M -$959K -35,083 -4%
HCM
19
Hengehold Capital Management
Ohio
$22.6M -$726K -26,569 -3%
TB
20
Terril Brothers
Missouri
$22.5M +$2.88M +105,520 +14%
LPWM
21
Lake Point Wealth Management
Texas
$21.6M -$8.58M -313,839 -28%
JCM
22
Janney Capital Management
Pennsylvania
$20.9M -$875K -32,020 -4%
SWA
23
SFMG Wealth Advisors
Texas
$19.9M +$2.99M +109,424 +17%
STA
24
Summit Trail Advisors
New York
$19.6M -$2.45M -89,611 -11%
BPWM
25
Badgley Phelps Wealth Managers
Washington
$18.5M -$5.1M -186,700 -21%
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