Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
VanEck Vectors High-Yield Municipal ETF (HYD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 305    3
Total shares held : 
 42,204,290  
% of shares held : 
 87.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 6,422,158  
% of shares held change : 
   13.28%  
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 :
44
 5,076,364
 12.03%
 
Increased Positions :
105
 7,719,570
 18.29%
 
Unchanged Positions :
46
 235,979
 0.56%
 
Decreased Positions :
110
-5,522,385
-13.08%
 
Closed Positions :
41
-851,391
-2.02%
 
Guru Positions :
1
7,000
 0.02%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 359 - 2024-03-31 8,754,045 $457,486,000 -122,587
   SEI INVESTMENTS CO 66 - 2024-03-31 3,525,337 $184,233,000 320,915
   ROYAL BANK OF CANADA 463 - 2024-03-31 2,049,573 $107,109,000 -439,069
   COLONY GROUP, LLC 26 - 2024-03-31 1,806,215 $94,393,000 -27,575
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 119 - 2024-03-31 1,447,021 $75,624,000 65,614
   GRIMES & COMPANY INC 12 - 2024-03-31 1,088,382 $56,879,000 -8,818
   MORGAN STANLEY 1695 - 2024-03-31 1,018,824 $53,244,000 -219,769
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 126 - 2024-03-31 941,265 $49,191,000 80,369
   GOLDMAN SACHS GROUP INC/ 1045 - 2024-03-31 865,932 $45,254,000 -2,031,895
   COMMONWEALTH EQUITY SERVICES LLC. 268 - 2024-03-31 807,663 $42,208,000 6,791
   FMR LLC 1386 - 2024-03-31 782,813 $40,910,000 -14,923
   ENVESTNET ASSET MANAGEMENT INC 782 - 2024-03-31 732,216 $38,266,000 157,275
   TIAA TRUST NATIONAL ASSOCIATION 95 - 2024-03-31 684,389 $35,766,000 11,530
   Counterpoint Mutual Funds LLC 4 - 2024-03-31 657,359 $34,354,000 334,308
   TIAA FSB 90 - 2023-06-30 654,116 $33,582,000 -61,188
   REGIONS FINANCIAL CORP 111 - 2024-03-31 566,915 $29,627,000 13,301
   WELLS FARGO & CO/MN 922 - 2024-03-31 564,610 $29,507,000 -30,542
   LPL FINANCIAL CORP 767 - 2024-03-31 557,636 $29,142,000 32,048
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 23 - 2024-03-31 490,018 $25,608,000 -37,506
   AMERIPRISE FINANCIAL INC 1228 - 2024-03-31 435,563 $22,585,000 71,682
   UBS Group AG 1136 - 2024-03-31 426,306 $22,279,000 -15,252
   PFS INVESTMENTS INC. 88 - 2023-06-30 389,352 $19,989,000 3,591
   Forum Financial Management LP 21 - 2024-03-31 375,533 $19,625,000 -156,857
   BANK OF NEW YORK MELLON CORP 1592 - 2024-03-31 371,355 $19,407,000 -11,021
   CAPSTONE INVESTMENT ADVISORS LLC 20 - 2024-03-31 367,701 $19,216,000 181,300
   Man Group plc 454 - 2024-03-31 323,285 $16,895,000 219,168
   Wright Fund Managment LLC 31 - 2024-03-31 312,000 $16,305,000 18,800
   PRUDENTIAL FINANCIAL INC 581 - 2024-03-31 252,756 $13,209,000 12,454
   CWM LLC 272 - 2024-03-31 218,066 $11,396,000 -3,616
   Jordan Park Group LLC 16 - 2024-03-31 214,002 $11,184,000 -66,260
   GUGGENHEIM CAPITAL LLC 288 - 2024-03-31 212,506 $11,106,000 -19,143
   JANE STREET GROUP LLC 807 - 2024-03-31 191,071 $9,985,000 -174,988
   RFG Advisory Group LLC 48 - 2024-03-31 187,808 $9,815,000 2,562
   Ellevest Inc. 23 - 2024-03-31 186,007 $9,721,000 113,129
   COLONY GROUP LLC 146 - 2023-09-30 187,491 $9,200,000 -5,098
   Advisor Group Holdings Inc. 740 - 2024-03-31 172,753 $9,028,000 -165,033
   Revolve Wealth Partners LLC 21 - 2024-03-31 170,211 $8,895,000 4,758
   BB&T CORP 665 - 2024-03-31 168,334 $8,797,000 14,323
   TOWNSQUARE CAPITAL LLC 156 - 2024-03-31 168,043 $8,782,000 13,861
   CX Institutional 63 - 2024-03-31 163,826 $8,558,000 23,182
   Cetera Investment Advisers 197 - 2024-03-31 162,485 $8,491,000 27,397
   MML INVESTORS SERVICES LLC 474 - 2024-03-31 156,154 $8,161,000 53,027
   Atlantic Trust Group LLC 348 - 2024-03-31 156,969 $8,147,000 150,978
   Private Ocean LLC 21 - 2024-03-31 154,051 $8,051,000 -379,563
   RENAISSANCE TECHNOLOGIES LLC 1167 - 2024-03-31 142,564 $7,450,000 -71,385
   Full Sail Capital LLC 50 - 2024-03-31 139,016 $7,265,000 880
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 955 - 2024-03-31 134,570 $7,033,000 -5,701
   EMPIRICAL FINANCIAL SERVICES, LLC 94 - 2024-03-31 123,982 $6,479,000 -3,827
   JANNEY MONTGOMERY SCOTT LLC 666 - 2024-03-31 121,454 $6,347,000 24,071
   Owen LaRue LLC 7 - 2024-03-31 117,453 $6,138,000 80,790
   IRONWOOD INVESTMENT COUNSEL LLC 30 - 2024-03-31 114,260 $5,971,000 -7,947
   BTS ASSET MANAGEMENT, INC. 3 - 2024-03-31 113,093 $5,907,000 -13,632
   CFG ASSET MANAGEMENT LLC 65 - 2024-03-31 111,197 $5,811,000 1,469
   Cyndeo Wealth Partners LLC 66 - 2024-03-31 104,378 $5,455,000 1,610
   HIGHTOWER ADVISORS, LLC 945 - 2024-03-31 97,992 $5,120,000 2,861
   SG AMERICAS SECURITIES LLC 502 - 2024-03-31 94,916 $4,960,000 -45,976
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2313 - 2024-03-31 88,957 $4,649,000 4,783
   Avenue 1 Advisors LLC 13 - 2024-03-31 86,967 $4,545,000 11,256
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 847 - 2024-03-31 79,206 $4,139,000 659
   GREAT VALLEY ADVISOR GROUP INC. 179 - 2024-03-31 78,059 $4,079,000 2,984
   STIFEL FINANCIAL CORP 1274 - 2024-03-31 77,144 $4,032,000 -243
   Insight Wealth Strategies LLC 35 - 2024-03-31 76,797 $4,013,000 3,538
   Retirement Investment Advisors Inc. 13 - 2023-12-31 75,549 $3,901,000 -45,478
   Kestra Advisory Services LLC 621 - 2024-03-31 70,875 $3,704,000 27,035
   SOFI WEALTH LLC 11 - 2024-03-31 69,489 $3,631,000 4,372
   Integrated Wealth Concepts LLC 357 - 2024-03-31 63,519 $3,320,000 -2,052
   Paradigm Financial Partners LLC 44 - 2024-03-31 61,936 $3,237,000 2,775
   MATHER GROUP, INC. 122 - 2024-03-31 62,505 $3,227,000 -681
   Financial Advisory Service Inc. 81 - 2024-03-31 61,247 $3,201,000 -1,147
   J P MORGAN CHASE & CO 2706 - 2024-03-31 61,055 $3,191,000 -33,346
   RIVERSEDGE ADVISORS LLC 25 - 2024-03-31 60,893 $3,182,000 2,689
   Arden Trust Co 42 *New 2024-03-31 60,520 $3,163,000 60,520
   Wealthcare Advisory Partners LLC 166 - 2024-03-31 59,468 $3,108,000 12,692
   Financial Network Wealth Advisors LLC 3 - 2024-03-31 57,198 $2,989,000 2,264
   TruWealth Advisors LLC 62 - 2024-03-31 53,355 $2,788,000 15,168
   Andesa Financial Management Inc. 19 - 2022-12-31 54,305 $2,745,000 7,495
   FINANCIAL NETWORK 872 - 2024-03-31 52,145 $2,725,000 13,586
   BROWN WEALTH MANAGEMENT LLC 22 - 2024-03-31 51,543 $2,694,000 2,043
   BNP PARIBAS ARBITRAGE SA 1294 - 2024-03-31 49,303 $2,577,000 47,803
   Melone Private Wealth LLC 19 - 2024-03-31 47,590 $2,487,000 -1,474
   RAYMOND JAMES & ASSOCIATES 2023 - 2024-03-31 47,016 $2,457,000 1,773
   Rockefeller Capital Management L.P. 919 - 2024-03-31 46,306 $2,420,000 -142
   Capital Advisors Wealth Management LLC 39 - 2024-03-31 43,948 $2,297,000 -4,301
   MERCER GLOBAL ADVISORS INC /ADV 691 - 2024-03-31 43,509 $2,274,000 17,052
   Beacon Pointe Advisors LLC 469 - 2024-03-31 42,993 $2,247,000 583
   SYKON CAPITAL LLC 48 - 2024-03-31 42,081 $2,199,000 -5,431
   PARK AVENUE SECURITIES LLC 396 - 2024-03-31 40,831 $2,134,000 10,710
   DRAVO BAY LLC 19 - 2024-03-31 37,889 $1,980,000 7,130
   CAPTRUST FINANCIAL ADVISORS 805 - 2024-03-31 37,677 $1,969,000 -1,384
   Parkside Investments LLC 53 *New 2024-03-31 37,550 $1,962,000 37,550
   Envestnet Portfolio Solutions Inc. 644 - 2024-03-31 37,055 $1,937,000 11,376
   BAKER TILLY FINANCIAL LLC 66 - 2024-03-31 36,436 $1,904,000 117
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 964 - 2024-03-31 35,778 $1,870,000 6,433
   OPPENHEIMER & CO INC 537 - 2024-03-31 35,548 $1,858,000 1,453
   VALMARK ADVISERS INC 179 - 2024-03-31 35,363 $1,848,000 1,648
   Cresset Asset Management LLC 672 - 2024-03-31 35,133 $1,836,000 525
   Resources Investment Advisors Inc. 357 *New 2024-03-31 34,659 $1,811,000 34,659
   Ascendant Capital Management LLC 12 *New 2023-03-31 34,000 $1,759,000 34,000
   Baird Financial Group Inc. 992 - 2024-03-31 33,166 $1,733,000 15,332
   Apeiron RIA LLC 42 - 2024-03-31 32,926 $1,721,000 3,339
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us