Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Value (SPYV)  
$49.72 0.15 (0.3%) as of 4:30 Wed 5/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 784    35
Total shares held : 
 372,743,659  
% of shares held : 
 11.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 44,363,717  
% of shares held change : 
   1.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.03  
Last Quarter's Ending Price : 
 $46.63  
Last Quarter's Average Price : 
 $43.13  
Change from last quarter's     
avg. price to the last closing  : 
6.59 (15.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 2,733,541
 0.73%
 
Increased Positions :
322
 52,085,849
 13.97%
 
Unchanged Positions :
137
 8,512,638
 2.28%
 
Decreased Positions :
256
-9,860,772
-2.65%
 
Closed Positions :
34
-594,901
-0.16%
 
Guru Positions :
1
8,911
 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 1 - 2024-03-31 73,899,224 $3,702,351,000 -524,325
   LPL FINANCIAL CORP 16 - 2024-03-31 33,438,085 $1,675,248,000 2,141,646
   HANSON MCCLAIN, INC. 4 - 2024-03-31 19,403,272 $972,104,000 846,517
   MORGAN STANLEY 440 - 2024-03-31 9,993,262 $500,663,000 1,267,838
   VALMARK ADVISERS INC 2 - 2024-03-31 7,431,074 $372,297,000 76,014
   UBS Group AG 193 - 2024-03-31 6,235,556 $312,401,000 -285,201
   AMERIPRISE FINANCIAL INC 247 - 2024-03-31 6,187,595 $310,004,000 834,201
   BANK OF AMERICA CORP /DE/ 474 - 2024-03-31 5,973,269 $299,261,000 513,903
   HORIZON INVESTMENTS, LLC/SC 3 - 2024-03-31 5,864,304 $293,802,000 -2,527,104
   J P MORGAN CHASE & CO 543 - 2024-03-31 5,086,398 $254,829,000 1,340,949
   CWM LLC 16 - 2024-03-31 4,920,831 $246,534,000 576,063
   ENVESTNET ASSET MANAGEMENT INC 247 - 2024-03-31 4,195,089 $210,174,000 -8,922,413
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 67 - 2024-03-31 4,175,982 $209,217,000 -460,533
   Advisory Alpha LLC 2 - 2024-03-31 3,876,313 $194,207,000 529,904
   Equitable Holdings Inc. 10 - 2024-03-31 3,796,460 $190,203,000 797,680
   Willis Johnson & Associates Inc. 1 - 2024-03-31 3,722,350 $186,490,000 76,427
   FRANKLIN RESOURCES INC 298 - 2024-03-31 3,654,223 $183,077,000 -22,016
   TIAA TRUST NATIONAL ASSOCIATION 47 - 2024-03-31 3,174,658 $159,050,000 -35,471
   ROYAL BANK OF CANADA 353 - 2024-03-31 3,172,860 $158,960,000 -1,325,826
   Betterment LLC 31 - 2024-03-31 3,143,543 $157,492,000 -220,818
   HPM Partners LLC 51 - 2024-03-31 3,097,153 $155,167,000 9,585
   Dynasty Wealth Management LLC 8 *New 2024-03-31 3,051,234 $152,867,000 3,051,234
   NICOLET ADVISORY SERVICES LLC 1 - 2024-03-31 3,031,049 $149,734,000 -67,731
   BANK OF NEW YORK MELLON CORP 482 - 2024-03-31 2,973,779 $148,986,000 -1,009,429
   Advisor Group Holdings Inc. 50 - 2024-03-31 2,955,708 $148,084,000 -4,320,743
   Quotient Wealth Partners LLC 8 - 2024-03-31 2,932,245 $146,905,000 573,471
   PFS INVESTMENTS INC. 6 - 2023-06-30 3,010,747 $130,064,000 -157,299
   FIRST NATIONAL TRUST CO 2 - 2024-03-31 2,492,507 $124,875,000 192,510
   TOWNSQUARE CAPITAL LLC 6 - 2024-03-31 2,490,257 $124,762,000 104,180
   Connecticut Wealth Management LLC 2 - 2024-03-31 2,382,401 $119,358,000 60,173
   Private Advisor Group LLC 19 - 2024-03-31 2,329,066 $116,686,000 108,406
   TIAA FSB 46 - 2023-06-30 2,667,344 $115,229,000 657,482
   Lutz Financial Services LLC 2 - 2024-03-31 2,208,903 $110,666,000 1,766
   MARINER WEALTH ADVISORS, LLC 102 - 2024-03-31 1,953,163 $97,853,000 -371,887
   NorthRock Partners LLC 2 - 2024-03-31 1,946,406 $97,515,000 -24,380
   Massey Quick & Co. LLC 2 - 2024-03-31 1,940,553 $97,222,000 22,747
   PUTNAM FL INVESTMENT MANAGEMENT CO 7 - 2024-03-31 1,844,089 $92,389,000 192,459
   HIGHTOWER ADVISORS, LLC 164 - 2024-03-31 1,765,089 $88,428,000 15,643
   FINANCIAL NETWORK 37 - 2024-03-31 1,741,695 $87,259,000 -9,009
   KWB Wealth 3 - 2024-03-31 1,635,323 $81,930,000 190,592
   OLD NATIONAL BANCORP /IN/ 8 - 2024-03-31 1,624,641 $81,395,000 50,375
   Gerber Kawasaki Wealth & Investment Management 3 - 2024-03-31 1,610,407 $80,681,000 111,560
   ANGELES WEALTH MANAGEMENT LLC 3 - 2024-03-31 1,606,015 $80,461,000 268,159
   N.E.W. Advisory Services LLC 3 - 2024-03-31 1,570,914 $78,703,000 20,188
   ERTS Wealth Advisors LLC 1 - 2024-03-31 1,542,886 $77,299,000 -622
   AE Wealth Management LLC 16 - 2024-03-31 1,511,828 $75,743,000 -509,788
   Magnus Financial Group LLC 1 - 2024-03-31 1,509,721 $75,637,000 26,838
   GOLDMAN SACHS GROUP INC/ 803 - 2024-03-31 1,486,825 $74,490,000 -151,747
   Mount Yale Investment Advisors LLC 2 *New 2024-03-31 1,366,932 $68,483,000 1,366,932
   JANNEY MONTGOMERY SCOTT LLC 100 - 2024-03-31 1,366,554 $68,464,000 91,140
   WELLS FARGO & CO/MN 603 - 2024-03-31 1,366,352 $68,454,000 136,972
   Octavia Wealth Advisors LLC 1 - 2024-03-31 1,359,038 $68,088,000 1,330,887
   STIFEL FINANCIAL CORP 264 - 2024-03-31 1,220,348 $61,140,000 240,841
   AlphaStar Capital Management LLC 5 - 2024-03-31 1,195,770 $59,908,000 41,424
   NOTTINGHAM ADVISORS INC 3 - 2024-03-31 1,179,481 $59,092,000 -21,008
   Klingman & Associates LLC 5 - 2024-03-31 1,121,263 $56,175,000 -35,909
   FMR LLC 1287 - 2024-03-31 1,112,062 $55,714,000 969
   NICOLET BANKSHARES INC 1 - 2024-03-31 1,103,040 $55,262,000 -5,868
   CoreCap Advisors LLC 2 - 2023-12-31 1,173,660 $54,728,000 -14,047
   ARROW FINANCIAL CORP 3 - 2023-12-31 1,141,918 $53,248,000 383
   COMMONWEALTH EQUITY SERVICES LLC. 221 - 2024-03-31 1,032,270 $51,717,000 -40,518
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 91 - 2024-03-31 1,013,871 $50,795,000 84,633
   Good Life Advisors LLC 3 - 2024-03-31 976,506 $48,923,000 25,322
   AMERIVEST INVESTMENT MANAGEMENT LLC 34 - 2023-06-30 1,112,814 $48,073,000 -148,239
   FLAGSHIP HARBOR ADVISORS LLC 2 - 2024-03-31 944,420 $47,316,000 -283,124
   ACCREDITED INVESTORS INC. 14 - 2024-03-31 909,520 $45,567,000 -49,356
   Alera Investment Advisors LLC 4 - 2024-03-31 903,310 $45,256,000 -109,215
   Compton Financial Group LLC 4 - 2024-03-31 874,700 $43,822,000 13,237
   Whitcomb & Hess Inc. 1 - 2024-03-31 862,336 $43,203,000 -73,350
   IHT Wealth Management LLC 9 - 2024-03-31 835,996 $41,883,000 204,404
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 195 - 2024-03-31 810,941 $40,628,000 -845,563
   Perennial Investment Advisors LLC 2 - 2024-03-31 784,815 $39,319,000 -83,197
   MERCER GLOBAL ADVISORS INC /ADV 124 - 2024-03-31 784,182 $39,286,000 -345,595
   Facet Wealth Inc. 17 - 2024-03-31 807,241 $39,256,000 -26,659
   Brookstone Capital Management 30 - 2024-03-31 761,015 $38,127,000 207,957
   BALANCED WEALTH GROUP LLC 1 - 2024-03-31 1,537,752 $38,012,000 895,218
   BENJAMIN F. EDWARDS & COMPANY INC. 39 - 2024-03-31 753,637 $37,757,000 164,873
   Envestnet Portfolio Solutions Inc. 87 - 2024-03-31 746,971 $37,423,000 -322,662
   PRUDENTIAL FINANCIAL INC 297 - 2024-03-31 725,728 $36,359,000 -24,405
   CREATIVE FINANCIAL DESIGNS INC /ADV 1 - 2024-03-31 716,156 $35,879,000 22,035
   FOUNDERS FINANCIAL SECURITIES LLC 2 - 2024-03-31 698,083 $34,974,000 -190,853
   Measured Wealth Private Client Group LLC 1 - 2024-03-31 687,020 $34,420,000 -36,014
   Williams Financial LLC 1 *New 2024-03-31 686,030 $34,370,000 686,030
   RAYMOND JAMES & ASSOCIATES 548 - 2024-03-31 667,560 $33,445,000 77,684
   BIP Wealth LLC 8 - 2024-03-31 665,534 $33,343,000 -77,305
   CI Private Wealth LLC 296 - 2024-03-31 653,163 $32,723,000 -32,964
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 214 - 2023-09-30 779,080 $32,145,000 -10,316
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 257 - 2024-03-31 628,264 $31,476,000 183,976
   Krasney Financial LLC 1 - 2024-03-31 617,450 $30,934,000 9,498
   MML INVESTORS SERVICES LLC 182 - 2024-03-31 614,290 $30,776,000 4,422
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 19 - 2024-03-31 609,378 $30,530,000 -80,440
   Edmonds Duncan Registered Investment Advisors LLC 5 - 2024-03-31 590,520 $29,585,000 4,372
   Integrys Wealth Advisors LLC 7 - 2024-03-31 585,273 $29,322,000 -10,377
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 4 - 2024-03-31 570,095 $28,562,000 -7,644
   Redwood Investment Management LLC 6 - 2024-03-31 562,011 $28,157,000 556,512
   NORTHERN TRUST CORP 1360 - 2024-03-31 556,009 $27,856,000 -24
   PFG FINANCIAL ADVISORS 10 - 2024-03-31 555,330 $27,822,000 38,482
   RIVERSEDGE ADVISORS LLC 5 - 2024-03-31 537,649 $26,936,000 1,012
   Tennessee Valley Asset Management Partners 3 - 2024-03-31 536,442 $26,876,000 13,500
   Cetera Investment Advisers 60 - 2024-03-31 535,965 $26,852,000 -283,072
  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