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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   WELLS FARGO & CO/MN 813 - 2024-03-31 944,238 $38,515,000 500,921
   Brookstone Capital Management 43 - 2024-03-31 724,105 $29,536,000 3,643
   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
   OLD SECOND NATIONAL BANK OF AURORA 6 - 2024-03-31 275,143 $11,223,000 692
   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
   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
   Change Path LLC 133 - 2024-03-31 93,874 $3,829,000 29,148
   StoneCrest Wealth Management Inc. 12 - 2024-03-31 91,914 $3,749,000 8,879
   Atria Wealth Solutions Inc. 449 - 2024-03-31 84,532 $3,448,000 7,995
   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
   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
   Newbridge Financial Services Group Inc. 16 - 2024-03-31 57,453 $2,344,000 28,512
   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
   Castle Rock Wealth Management LLC 50 - 2024-03-31 46,003 $1,835,000 10,618
   BANGOR SAVINGS BANK 74 - 2024-03-31 43,942 $1,792,000 3,080
   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
   Private Advisor Group LLC 916 - 2024-03-31 39,185 $1,598,000 3,155
   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
   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
   McAdam LLC 109 - 2024-03-31 27,030 $1,103,000 494
   Perennial Investment Advisors LLC 100 - 2024-03-31 26,895 $1,097,000 7,133
   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
   Blue Chip Partners Inc. 75 - 2024-03-31 24,036 $980,000 1,795
   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
   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
   BANK OF MONTREAL /CAN/ 1766 - 2024-03-31 20,544 $837,000 7,561
   DAVIDSON D A & CO 825 - 2024-03-31 18,584 $758,000 1,900
   BAKER AVENUE ASSET MANAGEMENT, LP 238 - 2024-03-31 16,914 $690,000 102
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 353 - 2024-03-31 15,863 $647,000 2,473
   Redwood Financial Network Corp 54 - 2024-03-31 15,769 $643,000 2,475
   Arete Wealth Advisors LLC 278 - 2024-03-31 14,271 $582,000 580
   Aptus Capital Advisors LLC 474 - 2024-03-31 13,673 $558,000 12,987
   Wealthfront Advisers LLC 722 - 2024-03-31 13,570 $554,000 6,481
   Founders Financial Alliance LLC 130 - 2024-03-31 12,838 $524,000 1,480
   Kingsview Wealth Management LLC 660 - 2024-03-31 12,299 $502,000 670
   BLAIR WILLIAM & CO/IL 1115 - 2024-03-31 10,760 $439,000 921
   Y-Intercept (Hong Kong) Ltd 870 - 2024-03-31 8,922 $364,000 37
   Snowden Capital Advisors LLC 884 - 2024-03-31 8,745 $357,000 50
   Mattern Wealth Management LLC 137 - 2024-03-31 7,781 $317,000 516
   KESTRA PRIVATE WEALTH SERVICES LLC 985 - 2024-03-31 7,741 $316,000 1,399
   Independent Advisor Alliance 559 - 2024-03-31 7,657 $312,000 359
   Envestnet Portfolio Solutions Inc. 1345 - 2024-03-31 7,524 $307,000 1,384
   Solutions 4 Wealth Ltd 32 - 2024-03-31 7,066 $288,000 210
   SRS Capital Advisors Inc. 249 - 2024-03-31 7,042 $287,000 211
   PSI Advisors LLC 108 - 2024-03-31 6,666 $272,000 699
   Accurate Wealth Management LLC 258 - 2024-03-31 5,713 $227,000 269
   MERCER GLOBAL ADVISORS INC /ADV 1724 - 2024-03-31 5,356 $218,000 100
   Capital Investment Advisory Services LLC 497 - 2024-03-31 4,487 $183,000 3,092
   Financial Advisory Service Inc. 299 - 2024-03-31 4,061 $166,000 122
   Core Wealth Advisors Inc. 65 - 2024-03-31 3,159 $129,000 649
   CWM LLC 1893 - 2024-03-31 2,331 $95,000 498
   Cape Investment Advisory Inc. 268 - 2023-12-31 2,002 $79,000 1,802
   Global Retirement Partners LLC 1201 - 2024-03-31 1,804 $74,000 41
   FIFTH THIRD BANCORP 1248 - 2024-03-31 1,620 $66,000 2
   NBC SECURITIES INC. 1095 - 2024-03-31 1,431 $58,000 22
   US BANCORP 2801 - 2024-03-31 924 $38,000 3
   CITIGROUP INC 3920 - 2024-03-31 800 $33,000 200
   Coastal Investment Advisors Inc. 620 - 2024-03-31 562 $23,000 562
   Raleigh Capital Management Inc. 449 - 2024-03-31 410 $17,000 35
   MANCHESTER CAPITAL MANAGEMENT LLC 702 - 2024-03-31 146 $6,000 72
  87 Records found
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