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Get Institutions for : 
Im Dbi Managed Futures Strategy Etf (DBMF)  
$29.64 0.05 (0.17%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 120    13
Total shares held : 
 16,698,266  
% of shares held : 
 18.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -7,553,887  
% of shares held change : 
   -8.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.97  
Last Quarter's Ending Price : 
 $25.76  
Last Quarter's Average Price : 
 $27.76  
Change from last quarter's     
avg. price to the last closing  : 
1.88 (6.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 1,837,298
 11%
 
Increased Positions :
50
 2,114,467
 12.66%
 
Unchanged Positions :
7
 284,639
 1.7%
 
Decreased Positions :
49
-11,018,405
-65.99%
 
Closed Positions :
27
-487,247
-2.92%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 844 - 2024-03-31 3,712,389 $106,471,000 3,410,762
   ENVESTNET ASSET MANAGEMENT INC 660 - 2024-03-31 1,785,341 $51,204,000 1,287,966
   Naviter Wealth LLC 1 - 2024-03-31 1,514,886 $43,447,000 1,252,680
   CWM LLC 129 - 2024-03-31 1,209,502 $34,689,000 170,297
   Goldstein Advisors LLC 6 - 2024-03-31 967,622 $27,751,000 87,360
   Cardinal Point Capital Management ULC 6 - 2024-03-31 935,980 $26,844,000 446,290
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 270 - 2024-03-31 915,889 $26,268,000 3,250
   VALMARK ADVISERS INC 41 - 2024-03-31 810,420 $23,243,000 32,703
   SUMMIT WEALTH & RETIREMENT PLANNING INC. 5 - 2024-03-31 618,956 $17,752,000 294,550
   Family Investment Center Inc. 7 - 2024-03-31 512,931 $14,711,000 503,741
   Frontier Asset Management LLC 7 - 2024-03-31 428,539 $12,290,000 278,119
   SAVANT CAPITAL MANAGEMENT INC 136 - 2024-03-31 298,561 $8,563,000 62,532
   LPL FINANCIAL CORP 1432 - 2024-03-31 296,228 $8,496,000 57,006
   Fortress Wealth Group LLC 9 - 2024-03-31 239,305 $7,083,000 5,157
   Austin Wealth Management LLC 20 - 2024-03-31 225,227 $6,687,000 32,132
   Empire Financial Management Company LLC 6 - 2024-03-31 218,250 $6,259,000 10,291
   COMMONWEALTH EQUITY SERVICES LLC. 1040 - 2024-03-31 215,106 $6,169,000 15,301
   Sound Financial Strategies Group LLC 4 - 2024-03-31 167,379 $4,800,000 11
   Cetera Investment Advisers 1051 - 2024-03-31 152,623 $4,377,000 103,652
   Professional Financial Advisors LLC 13 - 2024-03-31 143,225 $4,108,000 33,376
   Innova Wealth Partners 16 - 2024-03-31 136,228 $3,907,000 93,666
   Equitable Holdings Inc. 336 - 2024-03-31 107,888 $3,094,000 10,295
   HIGHTOWER ADVISORS, LLC 1300 - 2024-03-31 87,999 $2,522,000 3,283
   CAPTRUST FINANCIAL ADVISORS 724 - 2024-03-31 84,612 $2,427,000 23,674
   Private Advisor Group LLC 766 - 2024-03-31 75,548 $2,167,000 24,457
   Midwest Financial Group LLC 24 - 2024-03-31 62,826 $1,802,000 1,798
   QUANTITATIVE ADVANTAGE LLC 70 - 2023-03-31 67,438 $1,774,000 2,076
   Dynamic Advisors Solutions LLC 332 - 2024-03-31 58,469 $1,677,000 4,488
   RHS Financial LLC 28 - 2024-03-31 49,957 $1,433,000 4,489
   Claraphi Advisory Network LLC 55 - 2022-12-31 45,556 $1,326,000 30,282
   Perigon Wealth Management LLC 331 - 2024-03-31 42,531 $1,220,000 943
   WEDBUSH MORGAN SECURITIES INC 339 - 2024-03-31 39,616 $1,136,000 25,352
   LWS Wealth Advisors Inc. 31 - 2023-12-31 42,206 $1,087,000 2,789
   GeoWealth Management LLC 284 - 2024-03-31 35,916 $1,030,000 33,091
   Virtue Capital Management LLC 116 - 2024-03-31 30,805 $912,000 30,805
   GOFEN & GLOSSBERG LLC /IL/ 251 - 2022-12-31 30,963 $901,000 5,902
   NATIONAL BANK OF CANADA /FI/ 1008 - 2024-03-31 31,179 $854,000 5,224
   STIFEL FINANCIAL CORP 2298 - 2024-03-31 28,939 $830,000 1,982
   Visionary Wealth Advisors 255 - 2024-03-31 28,205 $809,000 4,610
   LAKE STREET FINANCIAL LLC 180 - 2024-03-31 25,543 $733,000 693
   BCJ Capital Management LLC 189 - 2024-03-31 25,416 $729,000 25,416
   Ausdal Financial Partners Inc. 213 - 2024-03-31 25,036 $718,000 2,300
   Orion Portfolio Solutions LLC 1133 - 2024-03-31 24,500 $703,000 7,728
   Arete Wealth Advisors LLC 262 - 2024-03-31 23,958 $687,000 16,049
   JJJ Advisors Inc. 71 - 2024-03-31 23,089 $662,000 4,226
   Strategic Blueprint LLC 345 - 2024-03-31 20,656 $592,000 20,656
   Gallagher Fiduciary Advisors LLC 98 - 2024-03-31 20,573 $590,000 287
   MULTIFINANCIAL SECURITIES CORP 1499 - 2024-03-31 20,370 $584,000 11,023
   CREATIVE PLANNING 1736 - 2024-03-31 20,219 $580,000 10,214
   Integrated Advisors Network LLC 453 - 2024-03-31 17,682 $507,000 5,805
   AQR CAPITAL MANAGEMENT LLC 1957 - 2024-03-31 17,490 $502,000 5,327
   Worth Asset Management LLC 68 - 2024-03-31 17,067 $489,000 17,067
   HHM Wealth Advisors LLC 91 - 2024-03-31 13,262 $380,000 13,262
   We Are One Seven LLC 699 - 2024-03-31 11,187 $321,000 1,653
   Column Capital Advisors LLC 108 - 2023-09-30 10,449 $302,000 5,412
   Columbus Macro LLC 155 - 2024-03-31 9,184 $265,000 257
   Atria Wealth Solutions Inc. 1624 - 2024-03-31 9,230 $265,000 790
   JAFFETILCHIN INVESTMENT PARTNERS LLC 330 - 2024-03-31 7,963 $228,000 7,963
   Wealthcare Advisory Partners LLC 739 - 2024-03-31 7,708 $221,000 7,708
   OPPENHEIMER & CO INC 1321 - 2024-03-31 7,353 $211,000 7,353
   UBS Group AG 4764 - 2024-03-31 6,229 $179,000 2,664
   Qube Research & Technologies Ltd 2634 - 2024-03-31 5,925 $170,000 2,032
   ROYAL BANK OF CANADA 4928 - 2024-03-31 1,757 $51,000 463
   Fairman Group LLC 103 - 2024-03-31 1,554 $45,000 52
   Global Retirement Partners LLC 1763 - 2024-03-31 729 $21,000 15
   HARBOUR INVESTMENTS INC. 1839 - 2023-12-31 809 $21,000 130
   First Capital Advisors Group LLC. 425 - 2023-06-30 672 $19,000 672
   Ahrens Investment Partners LLC 539 - 2023-03-31 519 $14,000 519
   First Pacific Financial 271 - 2024-03-31 296 $8,000 244
   Cribstone Capital Management LLC 286 - 2022-12-31 203 $6,000 7
   TSFG LLC 617 - 2024-03-31 102 $3,000 79
   SIMPLEX TRADING LLC 2110 - 2024-03-31 100 $2,000 100
  72 Records found
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