Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
VanEck Vectors High-Yield Municipal ETF (HYD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 305    3
Total shares held : 
 42,204,290  
% of shares held : 
 87.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 6,422,158  
% of shares held change : 
   13.28%  
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 :
44
 5,076,364
 12.03%
 
Increased Positions :
105
 7,719,570
 18.29%
 
Unchanged Positions :
46
 235,979
 0.56%
 
Decreased Positions :
110
-5,522,385
-13.08%
 
Closed Positions :
41
-851,391
-2.02%
 
Guru Positions :
1
7,000
 0.02%
 
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
   BANK OF AMERICA CORP /DE/ 359 - 2024-03-31 8,754,045 $457,486,000 -122,587
   ROYAL BANK OF CANADA 463 - 2024-03-31 2,049,573 $107,109,000 -439,069
   COLONY GROUP, LLC 26 - 2024-03-31 1,806,215 $94,393,000 -27,575
   GRIMES & COMPANY INC 12 - 2024-03-31 1,088,382 $56,879,000 -8,818
   MORGAN STANLEY 1695 - 2024-03-31 1,018,824 $53,244,000 -219,769
   GOLDMAN SACHS GROUP INC/ 1045 - 2024-03-31 865,932 $45,254,000 -2,031,895
   FMR LLC 1386 - 2024-03-31 782,813 $40,910,000 -14,923
   TIAA FSB 90 - 2023-06-30 654,116 $33,582,000 -61,188
   WELLS FARGO & CO/MN 922 - 2024-03-31 564,610 $29,507,000 -30,542
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 23 - 2024-03-31 490,018 $25,608,000 -37,506
   UBS Group AG 1136 - 2024-03-31 426,306 $22,279,000 -15,252
   Forum Financial Management LP 21 - 2024-03-31 375,533 $19,625,000 -156,857
   BANK OF NEW YORK MELLON CORP 1592 - 2024-03-31 371,355 $19,407,000 -11,021
   CWM LLC 272 - 2024-03-31 218,066 $11,396,000 -3,616
   Jordan Park Group LLC 16 - 2024-03-31 214,002 $11,184,000 -66,260
   GUGGENHEIM CAPITAL LLC 288 - 2024-03-31 212,506 $11,106,000 -19,143
   JANE STREET GROUP LLC 807 - 2024-03-31 191,071 $9,985,000 -174,988
   COLONY GROUP LLC 146 - 2023-09-30 187,491 $9,200,000 -5,098
   Advisor Group Holdings Inc. 740 - 2024-03-31 172,753 $9,028,000 -165,033
   Private Ocean LLC 21 - 2024-03-31 154,051 $8,051,000 -379,563
   RENAISSANCE TECHNOLOGIES LLC 1167 - 2024-03-31 142,564 $7,450,000 -71,385
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 955 - 2024-03-31 134,570 $7,033,000 -5,701
   EMPIRICAL FINANCIAL SERVICES, LLC 94 - 2024-03-31 123,982 $6,479,000 -3,827
   IRONWOOD INVESTMENT COUNSEL LLC 30 - 2024-03-31 114,260 $5,971,000 -7,947
   BTS ASSET MANAGEMENT, INC. 3 - 2024-03-31 113,093 $5,907,000 -13,632
   SG AMERICAS SECURITIES LLC 502 - 2024-03-31 94,916 $4,960,000 -45,976
   STIFEL FINANCIAL CORP 1274 - 2024-03-31 77,144 $4,032,000 -243
   Retirement Investment Advisors Inc. 13 - 2023-12-31 75,549 $3,901,000 -45,478
   Integrated Wealth Concepts LLC 357 - 2024-03-31 63,519 $3,320,000 -2,052
   MATHER GROUP, INC. 122 - 2024-03-31 62,505 $3,227,000 -681
   Financial Advisory Service Inc. 81 - 2024-03-31 61,247 $3,201,000 -1,147
   J P MORGAN CHASE & CO 2706 - 2024-03-31 61,055 $3,191,000 -33,346
   Melone Private Wealth LLC 19 - 2024-03-31 47,590 $2,487,000 -1,474
   Rockefeller Capital Management L.P. 919 - 2024-03-31 46,306 $2,420,000 -142
   Capital Advisors Wealth Management LLC 39 - 2024-03-31 43,948 $2,297,000 -4,301
   SYKON CAPITAL LLC 48 - 2024-03-31 42,081 $2,199,000 -5,431
   CAPTRUST FINANCIAL ADVISORS 805 - 2024-03-31 37,677 $1,969,000 -1,384
   MONTICELLO WEALTH MANAGEMENT LLC 81 - 2024-03-31 32,843 $1,716,000 -156,966
   CITIGROUP INC 1998 - 2024-03-31 28,424 $1,485,000 -28,600
   Sage Mountain Advisors LLC 72 - 2024-03-31 28,099 $1,468,000 -359,754
   Crabel Capital Management LLC 31 - 2024-03-31 22,958 $1,200,000 -9,598
   BOSTON RESEARCH & MANAGEMENT INC 71 - 2024-03-31 22,512 $1,176,000 -256
   Yeomans Consulting Group Inc. 29 - 2024-03-31 22,129 $1,156,000 -22,323
   McAdam LLC 108 - 2024-03-31 21,697 $1,134,000 -1,178
   Integrated Advisors Network LLC 285 - 2024-03-31 21,592 $1,128,000 -224
   Tortoise Investment Management LLC 106 - 2024-03-31 20,670 $1,080,000 -1,280
   COMERICA BANK 1496 - 2024-03-31 20,497 $1,071,000 -35,687
   PFW Advisors LLC 64 - 2024-03-31 19,078 $997,000 -358
   Strategic Financial Group LLC - 2023-12-31 19,106 $986,000 -5,190
   JOURNEY STRATEGIC WEALTH LLC 80 - 2024-03-31 17,924 $937,000 -3,015
   Sebold Capital Management Inc. 33 - 2024-03-31 17,850 $933,000 -46
   Nikulski Financial Inc. 77 - 2024-03-31 17,170 $897,000 -2,620
   MARINER WEALTH ADVISORS, LLC 1680 - 2024-03-31 15,045 $786,000 -743
   Kingsview Wealth Management LLC 565 - 2024-03-31 14,529 $759,000 -1,223
   PNC FINANCIAL SERVICES GROUP INC 1308 - 2024-03-31 13,723 $717,000 -1,076
   H D Vest Advisory Services 903 - 2024-03-31 13,120 $686,000 -222
   AFT, FORSYTH & COMPANY, INC. 65 - 2024-03-31 12,625 $660,000 -3,000
   Snowden Capital Advisors LLC 674 - 2024-03-31 11,215 $586,000 -206
   MMA ASSET MANAGEMENT LLC 57 - 2023-12-31 10,543 $541,000 -845
   DAVIDSON D A & CO 965 - 2024-03-31 10,017 $523,000 -5,452
   THRIVENT FINANCIAL FOR LUTHERANS 2167 - 2024-03-31 9,472 $495,000 -8,411
   ANNEX ADVISORY SERVICES, LLC 181 - 2024-03-31 9,402 $491,000 -63,131
   Atlas Private Wealth Advisors 64 - 2024-03-31 9,215 $482,000 -10,346
   OneAscent Financial Services LLC 208 - 2024-03-31 8,994 $470,000 -7
   CITADEL ADVISORS LLC 3816 - 2024-03-31 8,922 $466,000 -87,032
   PETERSON WEALTH MANAGEMENT 47 - 2024-03-31 8,578 $448,000 -584
   Carmichael Hill & Associates Inc. 102 - 2024-03-31 7,943 $415,000 -232
   IFP Advisors Inc 626 - 2023-12-31 7,879 $407,000 -1,315
   Innova Wealth Partners 53 - 2024-03-31 7,775 $406,000 -450
   ARGI INVESTMENT SERVICES, LLC 336 - 2022-12-31 7,685 $388,000 -7,796
   BANK OF THE WEST 180 - 2022-12-31 7,618 $385,000 -3,307
   Focused Wealth Management Inc 96 - 2024-03-31 7,288 $381,000 -76
   Wiser Advisor Group LLC 37 - 2024-03-31 7,195 $376,000 -773
   Millington Financial Advisors LLC 62 - 2024-03-31 7,077 $370,000 -288
   JAFFETILCHIN INVESTMENT PARTNERS LLC 256 - 2024-03-31 7,010 $366,000 -8,803
   LEUCADIA NATIONAL CORP -- Notable Guru -- 766 - 2024-03-31 7,000 $366,000 -6,970
   PINNACLE FINANCIAL PARTNERS INC 360 - 2024-03-31 6,647 $347,000 -194
   Collaborative Wealth Managment Inc. 119 - 2024-03-31 5,902 $308,000 -260
   Brandywine Oak Private Wealth LLC 193 - 2024-03-31 5,857 $306,000 -194
   Procyon Private Wealth Partners LLC 424 - 2024-03-31 5,562 $291,000 -22,903
   WAGNER CAPITAL MANAGEMENT CORP 270 - 2024-03-31 5,398 $282,000 -301
   Family Asset Management LLC 96 - 2024-03-31 4,457 $233,000 -1,332
   REGAL INVESTMENT ADVISORS, LLC 520 - 2024-03-31 4,408 $230,000 -3,543
   CONDOR CAPITAL MANAGEMENT 168 - 2024-03-31 4,208 $220,000 -2,525
   My Legacy Advisors LLC 199 - 2023-12-31 4,154 $214,000 -549
   Goss Wealth Management LLC 1805 - 2024-03-31 4,021 $210,000 -81
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1004 - 2024-03-31 3,869 $202,000 -17,913
   GRADIENT INVESTMENTS LLC 289 - 2024-03-31 3,847 $201,000 -172
   BANK OF MONTREAL /CAN/ 2662 - 2024-03-31 3,660 $191,000 -7,212
   WHITTIER TRUST CO 679 - 2024-03-31 3,305 $173,000 -9,522
   Blue Chip Partners Inc. 143 - 2024-03-31 3,266 $171,000 -264
   CAPRIN ASSET MANAGEMENT LLC /ADV 15 - 2022-12-31 2,604 $132,000 -1,058
   Global Retirement Partners LLC 959 - 2024-03-31 2,449 $128,000 -46
   BLACKROCK INC. 4367 - 2024-03-31 2,414 $126,000 -9,301
   Spire Wealth Management 1117 - 2024-03-31 1,291 $67,000 -42
   PRINCIPAL SECURITIES INC. 1503 - 2024-03-31 1,079 $56,000 -6,994
   Ronald Blue Trust Inc. 1114 - 2024-03-31 550 $29,000 -243
   Householder Group Estate & Retirement Specialist L 664 - 2024-03-31 409 $21,000 -437
   NATIONAL BANK OF CANADA /FI/ 2011 - 2024-03-31 159 $8,000 -300
   Continuum Advisory LLC 1000 - 2024-03-31 157 $8,000 -13,056
  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