Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Victory CEMP US EQ Inc Enh Vol Wtd ETF (CDC)  
$59.79 1.22 (2.08%) as of 4:30 Fri 5/31


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    1
Total shares held : 
 11,567,263  
% of shares held : 
 12.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -59  
Amount of shares held : 
 -1,939,730  
% of shares held change : 
   -2.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $55.52  
Last Quarter's Ending Price : 
 $56.57  
Last Quarter's Average Price : 
 $55.89  
Change from last quarter's     
avg. price to the last closing  : 
3.90 (6.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 21,549
 0.19%
 
Increased Positions :
18
 368,455
 3.19%
 
Unchanged Positions :
13
 86,977
 0.75%
 
Decreased Positions :
76
-2,255,176
-19.5%
 
Closed Positions :
8
-74,558
-0.64%
 
Guru Positions :
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 131 - 2024-03-31 1,160,326 $69,074,000 64,385
   ENVESTNET ASSET MANAGEMENT INC 1463 - 2024-03-31 185,311 $11,032,000 46,758
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 443 - 2024-03-31 176,747 $10,522,000 4,949
   STRATEGIC PLANNING GROUP LLC 12 - 2024-03-31 167,013 $9,942,000 16,701
   TITLEIST ASSET MANAGEMENT LTD. 28 - 2022-12-31 56,075 $3,481,000 6,861
   Cetera Investment Advisers 1210 - 2024-03-31 55,743 $3,318,000 52,206
   HIGHTOWER ADVISORS, LLC 1381 - 2024-03-31 35,450 $2,112,000 3,013
   PFG Advisors 212 - 2024-03-31 25,976 $1,546,000 51
   JANE STREET GROUP LLC 3092 - 2024-03-31 16,481 $981,000 9,665
   Kestra Advisory Services LLC 1255 - 2024-03-31 16,248 $967,000 441
   Claraphi Advisory Network LLC 101 - 2022-12-31 10,986 $682,000 4,936
   MARINER WEALTH ADVISORS, LLC 1806 - 2024-03-31 11,253 $670,000 797
   Equitable Holdings Inc. 791 - 2024-03-31 8,609 $512,000 212
   Patriot Financial Group Insurance Agency LLC 271 - 2024-03-31 8,442 $503,000 128
   FLAGSHIP HARBOR ADVISORS LLC 387 - 2024-03-31 8,301 $494,000 45
   KPP Advisory Services LLC 142 - 2024-03-31 6,929 $413,000 6,929
   RSM US WEALTH MANAGEMENT LLC 489 - 2024-03-31 5,942 $354,000 255
   TOWER RESEARCH CAPITAL LLC 1381 - 2024-03-31 3,531 $210,000 1,754
   FMR LLC 3747 - 2024-03-31 413 $25,000 407
   Atlantic Trust Group LLC 2075 - 2024-03-31 300 $18,000 300
   Pacific Center for Financial Services 275 - 2024-03-31 227 $14,000 192
   BANK OF MONTREAL /CAN/ 3287 - 2024-03-31 48 $3,000 48
  22 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