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Get Institutions for : 
Global X S&P 500 Covered Call ETF (HSPX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 211    9
Total shares held : 
 26,373,163  
% of shares held : 
 25.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   23  
Amount of shares held : 
 -198,862  
% of shares held change : 
   -0.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 229,230
 0.87%
 
Increased Positions :
83
 1,481,090
 5.62%
 
Unchanged Positions :
38
 5,521,622
 20.94%
 
Decreased Positions :
69
-1,710,767
-6.49%
 
Closed Positions :
12
-198,415
-0.75%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 16 - 2024-03-31 4,516,919 $184,245,000 0
   MORGAN STANLEY 940 - 2024-03-31 3,615,967 $147,495,000 -104,939
   LPL FINANCIAL CORP 289 - 2024-03-31 2,736,196 $111,609,000 401,712
   BANK OF AMERICA CORP /DE/ 1021 - 2024-03-31 1,955,298 $79,757,000 119,077
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 309 - 2024-03-31 974,217 $39,738,000 -26,488
   UBS Group AG 856 - 2024-03-31 969,972 $39,565,000 -311,504
   WELLS FARGO & CO/MN 813 - 2024-03-31 944,238 $38,515,000 500,921
   AMERIPRISE FINANCIAL INC 1018 - 2024-03-31 781,057 $31,859,000 -13,767
   Brookstone Capital Management 43 - 2024-03-31 724,105 $29,536,000 3,643
   ROYAL BANK OF CANADA 950 - 2024-03-31 719,029 $29,330,000 -36,332
   Advisor Group Holdings Inc. 424 - 2024-03-31 470,370 $19,188,000 -3,257
   ENVESTNET ASSET MANAGEMENT INC 1219 - 2024-03-31 402,253 $16,408,000 270,103
   PRINCIPAL SECURITIES INC. 36 - 2024-03-31 381,989 $15,581,000 17,456
   Cetera Investment Advisers 478 - 2024-03-31 380,329 $15,514,000 324,879
   RAYMOND JAMES & ASSOCIATES 933 - 2024-03-31 362,206 $14,774,000 57,836
   Hamilton Wealth LLC 8 - 2023-12-31 323,773 $12,770,000 -11,488
   CENTAURUS FINANCIAL INC. 24 - 2024-03-31 293,566 $11,975,000 -425,881
   Caerus Investment Advisors LLC 2 - 2024-03-31 279,883 $11,416,000 -2,152
   OLD SECOND NATIONAL BANK OF AURORA 6 - 2024-03-31 275,143 $11,223,000 692
   IHT Wealth Management LLC 51 - 2024-03-31 230,390 $9,398,000 -81,506
   COMMONWEALTH EQUITY SERVICES LLC. 896 - 2024-03-31 195,855 $7,989,000 8,327
   Baird Financial Group Inc. 542 - 2024-03-31 188,744 $7,699,000 22,467
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 425 - 2023-09-30 187,432 $7,289,000 141,055
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 794 - 2024-03-31 168,879 $6,889,000 26,958
   J.W. COLE ADVISORS INC. 66 - 2024-03-31 152,939 $6,238,000 -660
   TCG Advisory Services LLC 80 - 2024-03-31 150,452 $6,137,000 30,416
   H D Vest Advisory Services 264 - 2024-03-31 147,299 $6,008,000 51,340
   JANNEY MONTGOMERY SCOTT LLC 701 - 2024-03-31 144,302 $5,886,000 7,918
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 689 - 2024-03-31 136,236 $5,557,000 159
   STIFEL FINANCIAL CORP 1110 - 2024-03-31 129,609 $5,287,000 4,583
   JUNCTURE WEALTH STRATEGIES LLC 8 - 2024-03-31 120,429 $4,912,000 13,808
   River Street Advisors LLC 5 - 2024-03-31 105,327 $4,296,000 -1,979
   RIVERFRONT INVESTMENT GROUP, LLC 66 - 2024-03-31 100,114 $4,084,000 -1,773
   Change Path LLC 133 - 2024-03-31 93,874 $3,829,000 29,148
   RENAISSANCE TECHNOLOGIES LLC 1598 - 2024-03-31 92,300 $3,765,000 -11,352
   StoneCrest Wealth Management Inc. 12 - 2024-03-31 91,914 $3,749,000 8,879
   XML Financial LLC 74 - 2024-03-31 85,821 $3,501,000 -6,738
   Atria Wealth Solutions Inc. 449 - 2024-03-31 84,532 $3,448,000 7,995
   Flaharty Asset Management LLC 28 - 2024-03-31 80,265 $3,274,000 -1,714
   Investment Partners Asset Management Inc. 5 - 2024-03-31 76,234 $3,110,000 -398
   Ameritas Advisory Services LLC 176 - 2024-03-31 75,575 $3,037,000 24,102
   PFG Investments LLC 117 - 2024-03-31 73,680 $3,005,000 49,648
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 121 - 2024-03-31 71,142 $2,902,000 -3,866
   Uniplan Investment Counsel Inc. 89 - 2024-03-31 69,471 $2,833,000 -11,345
   Good Life Advisors LLC 78 - 2024-03-31 67,988 $2,773,000 19,265
   WEDBUSH MORGAN SECURITIES INC 155 - 2024-03-31 64,944 $2,649,000 1,610
   Sigma Planning Corp 237 - 2024-03-31 64,588 $2,635,000 53,518
   FINANCIAL NETWORK 903 - 2024-03-31 63,821 $2,603,000 -6,162
   ELCO Management Co. LLC 15 - 2024-03-31 62,600 $2,553,000 -1,600
   Belpointe Asset Management LLC 114 - 2024-03-31 60,812 $2,481,000 -46,895
   Newbridge Financial Services Group Inc. 16 - 2024-03-31 57,453 $2,344,000 28,512
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 767 - 2024-03-31 53,462 $2,181,000 -8,264
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 75 - 2024-03-31 52,417 $2,138,000 -3,412
   Rockefeller Capital Management L.P. 981 - 2024-03-31 52,021 $2,122,000 17,561
   MULTIFINANCIAL SECURITIES CORP 796 - 2024-03-31 51,234 $2,090,000 32,300
   BEAM Asset Management LLC 23 - 2024-03-31 50,421 $2,057,000 3,913
   ADVISORY SERVICES NETWORK, LLC 456 - 2024-03-31 48,185 $1,965,000 24,137
   MONTICELLO WEALTH MANAGEMENT LLC 78 - 2024-03-31 46,745 $1,907,000 -2,238
   Oversea-Chinese Banking CORP Ltd 161 - 2024-03-31 45,245 $1,846,000 -3,377
   Castle Rock Wealth Management LLC 50 - 2024-03-31 46,003 $1,835,000 10,618
   Concurrent Investment Advisors LLC 258 - 2024-03-31 44,343 $1,809,000 -11,914
   BANGOR SAVINGS BANK 74 - 2024-03-31 43,942 $1,792,000 3,080
   HBW Advisory Services LLC 93 - 2024-03-31 45,175 $1,782,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 345 - 2024-03-31 40,520 $1,650,000 18,447
   MAS Advisors LLC 14 - 2024-03-31 39,447 $1,609,000 5,566
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 531 - 2024-03-31 39,393 $1,607,000 -567
   Private Advisor Group LLC 916 - 2024-03-31 39,185 $1,598,000 3,155
   Sowell Financial Services LLC 279 - 2024-03-31 37,103 $1,503,000 -13,542
   NATIONAL ASSET MANAGEMENT, INC. 430 - 2024-03-31 36,990 $1,439,000 -3,801
   MARINER WEALTH ADVISORS, LLC 1296 - 2024-03-31 33,991 $1,386,000 6,514
   MONTCHANIN ASSET MANAGEMENT LLC 21 - 2024-03-31 32,440 $1,323,000 4,265
   Berger Financial Group Inc 131 - 2024-03-31 31,953 $1,303,000 -1,134
   Goss Wealth Management LLC 888 - 2024-03-31 29,744 $1,213,000 5,014
   REGAL INVESTMENT ADVISORS, LLC 226 - 2024-03-31 29,561 $1,206,000 923
   Anfield Capital Management LLC 43 - 2024-03-31 28,521 $1,163,000 1,956
   Kestra Advisory Services LLC 1153 - 2024-03-31 28,076 $1,145,000 11,670
   MML INVESTORS SERVICES LLC 1332 - 2024-03-31 28,018 $1,143,000 -451
   COMERICA BANK 1474 - 2024-03-31 27,742 $1,132,000 -367
   McAdam LLC 109 - 2024-03-31 27,030 $1,103,000 494
   RSM US WEALTH MANAGEMENT LLC 254 - 2024-03-31 26,884 $1,097,000 -728
   Perennial Investment Advisors LLC 100 - 2024-03-31 26,895 $1,097,000 7,133
   COMERICA SECURITIESINC. 193 - 2023-09-30 28,023 $1,090,000 -4,290
   VERUS CAPITAL PARTNERS LLC 112 - 2024-03-31 26,060 $1,063,000 1,503
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1221 - 2024-03-31 24,913 $1,016,000 373
   Pasadena Private Wealth LLC 46 - 2024-03-31 24,809 $1,012,000 -7,035
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 171 - 2024-03-31 24,448 $997,000 -1,457
   Blue Chip Partners Inc. 75 - 2024-03-31 24,036 $980,000 1,795
   Stratos Wealth Partners LTD. 647 - 2024-03-31 23,930 $976,000 -582
   Kaizen Financial Strategies 30 - 2024-03-31 22,258 $908,000 6,250
   BB&T CORP 1638 - 2024-03-31 22,210 $906,000 1,885
   Bensler LLC 91 - 2024-03-31 21,720 $886,000 -5,134
   Madison Wealth Partners Inc 39 - 2024-03-31 21,514 $878,000 2,882
   Qube Research & Technologies Ltd 1903 - 2024-03-31 21,129 $862,000 12,506
   Joseph P. Lucia & Associates LLC 60 - 2024-03-31 20,982 $856,000 -1,407
   Equitable Holdings Inc. 658 - 2024-03-31 20,554 $838,000 -1,898
   BANK OF MONTREAL /CAN/ 1766 - 2024-03-31 20,544 $837,000 7,561
   Procyon Private Wealth Partners LLC 247 *New 2024-03-31 20,000 $816,000 20,000
   ASHFORD CAPITAL MANAGEMENT INC 72 - 2024-03-31 19,000 $775,000 0
   GOFEN & GLOSSBERG LLC /IL/ 267 - 2022-12-31 19,674 $775,000 -62,282
   DAVIDSON D A & CO 825 - 2024-03-31 18,584 $758,000 1,900
  100 Records found
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