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Get Institutions for : 
Axs Change Finance Esg Etf (CHGX)  
$35.28 0.27 (0.76%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
 1,448,283  
% of shares held : 
 16.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -180,951  
% of shares held change : 
   -2.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $29.53  
Last Quarter's Ending Price : 
 $33.22  
Last Quarter's Average Price : 
 $30.90  
Change from last quarter's     
avg. price to the last closing  : 
4.38 (14.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 21,946
 1.52%
 
Increased Positions :
11
 49,051
 3.39%
 
Unchanged Positions :
8
 28,562
 1.97%
 
Decreased Positions :
14
-68,422
-4.72%
 
Closed Positions :
4
-183,526
-12.67%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1131 - 2024-03-31 136,741 $5,016,000 -45,607
   COMMONWEALTH EQUITY SERVICES LLC. 1748 - 2024-03-31 56,109 $2,058,000 -12,002
   LPL FINANCIAL CORP 2652 - 2024-03-31 45,960 $1,686,000 -25,674
   IMPACTfolio LLC 16 - 2024-03-31 43,214 $1,585,000 -436,830
   Private Advisor Group LLC 1081 - 2024-03-31 32,134 $1,179,000 -143
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1610 - 2024-03-31 31,896 $1,170,000 -4,729
   HIGHTOWER ADVISORS, LLC 2195 - 2024-03-31 14,578 $536,000 -2,209
   FINANCIAL ARCHITECTS INC 201 - 2023-06-30 17,112 $535,000 -1,887
   ETFIDEA LLC 70 - 2024-03-31 13,807 $506,000 -548
   First Affirmative Financial Network 98 - 2024-03-31 11,718 $430,000 -88
   PATHSTONE FAMILY OFFICE, LLC 1161 - 2023-09-30 13,145 $389,000 -28
   MONEYWISE INC. 47 - 2024-03-31 9,766 $358,000 -5,758
   Arjuna Capital 88 - 2024-03-31 9,258 $340,000 -8,099
   TOWER RESEARCH CAPITAL LLC 1193 - 2024-03-31 7,805 $286,000 -9,067
   DENVER WEALTH MANAGEMENT INC. 70 - 2024-03-31 7,241 $266,000 -425
   Stone Asset Management Inc. 32 - 2023-03-31 8,337 $241,000 -17,300
   PNC FINANCIAL SERVICES GROUP INC 2936 - 2024-03-31 1,518 $56,000 -8,240
   WELLS FARGO & CO/MN 6455 - 2024-03-31 0 $0 -1
  18 Records found
  1    
  Page 1 of 1
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