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Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$123M -$10.4M -522,460 -7%
JP Morgan Chase
2
JP Morgan Chase
New York
$103M +$20.1M +1,009,912 +23%
RBA
3
Richard Bernstein Advisors
New York
$69.1M -$6.09M -306,855 -8%
TIM
4
Thor Investment Management
Ohio
$25.6M +$5.75M +289,836 +27%
RJA
5
Raymond James & Associates
Florida
$17.8M +$674K +33,963 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.5M -$6.5M -327,278 -31%
SC
7
Schiavi & Co
Delaware
$13.5M -$146K -7,330 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.1M -$730K -36,773 -5%
FA
9
Faithward Advisors
Pennsylvania
$12.4M +$70.9K +3,573 +0.5%
Morgan Stanley
10
Morgan Stanley
New York
$12.4M +$2.53M +127,202 +24%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10M +$8.85M +445,738 +526%
Jane Street
12
Jane Street
New York
$9.86M +$6.02M +303,068 +139%
BFG
13
Bleakley Financial Group
New Jersey
$9.84M -$264K -13,321 -2%
SW
14
Simplicity Wealth
New Jersey
$9.84M +$10.3M +519,789 New
CAN
15
Cetera Advisor Networks
California
$8.59M -$357K -17,986 -4%
FEG
16
Financial Enhancement Group
Indiana
$7.94M +$8.48M +426,923 New
PHS
17
Pekin Hardy Strauss
Illinois
$5.34M -$480K -24,174 -8%
B
18
Bellecapital
Switzerland
$5.29M +$468K +23,596 +9%
LPL Financial
19
LPL Financial
California
$4.63M -$1.12M -56,381 -19%
Wells Fargo
20
Wells Fargo
California
$4.63M -$407K -20,491 -8%
SPWM
21
Straight Path Wealth Management
Michigan
$3.97M +$356K +17,930 +9%
EPW
22
Evergreen Private Wealth
Colorado
$2.82M +$643K +32,393 +28%
OWM
23
Opes Wealth Management
California
$2.53M +$253K +12,767 +11%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$2.39M -$172K -8,681 -6%
LWM
25
Laidlaw Wealth Management
New York
$2.27M +$358K +18,040 +18%
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