Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vaneck Vectors Amt Free Short Municipal Index Etf (SMB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 95    5
Total shares held : 
 10,902,733  
% of shares held : 
 12.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 845,236  
% of shares held change : 
   0.94%  
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 :
9
 463,206
 4.25%
 
Increased Positions :
30
 1,975,400
 18.12%
 
Unchanged Positions :
17
 216,861
 1.99%
 
Decreased Positions :
39
-1,450,458
-13.3%
 
Closed Positions :
14
-142,912
-1.31%
 
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
   BANK OF AMERICA CORP /DE/ 1726 - 2024-03-31 1,528,915 $26,022,000 -84,629
   WELLS FARGO & CO/MN 1529 - 2024-03-31 591,681 $10,070,000 -21,334
   LPL FINANCIAL CORP 1386 - 2024-03-31 541,903 $9,223,000 -37,213
   M HOLDINGS SECURITIES, INC. 13 - 2024-03-31 515,975 $8,782,000 -611
   UBS Group AG 2137 - 2024-03-31 308,302 $5,247,000 -8,100
   J P MORGAN CHASE & CO 2450 - 2024-03-31 302,231 $5,144,000 -40,760
   AMERIPRISE FINANCIAL INC 2361 - 2024-03-31 263,388 $4,483,000 -292,257
   STIFEL FINANCIAL CORP 1213 - 2024-03-31 260,628 $4,436,000 -2,525
   EisnerAmper Wealth Management Corporate Benefits L 18 - 2023-12-31 246,337 $4,210,000 -18,688
   Willis Johnson & Associates Inc. 35 - 2024-03-31 242,039 $4,119,000 -12,416
   JANNEY CAPITAL MANAGEMENT LLC 115 - 2024-03-31 148,777 $2,532,000 -1,786
   Advisor Group Holdings Inc. 1649 - 2024-03-31 124,770 $2,124,000 -7,522
   MidWestOne Financial Group Inc. 93 - 2024-03-31 94,678 $1,611,000 -16,540
   HPM Partners LLC 1086 - 2024-03-31 90,972 $1,548,000 -341,781
   FLOW TRADERS U.S. LLC 237 - 2024-03-31 82,924 $1,411,000 -133,694
   BARTLETT & CO. WEALTH MANAGEMENT LLC 232 - 2024-03-31 80,977 $1,378,000 -2,930
   PFG FINANCIAL ADVISORS 110 - 2024-03-31 46,097 $785,000 -1,438
   MBM Wealth Consultants LLC 54 - 2024-03-31 41,341 $704,000 -398
   Wealthcare Advisory Partners LLC 475 - 2024-03-31 40,119 $683,000 -4,167
   ROYAL BANK OF CANADA 3320 - 2024-03-31 36,049 $614,000 -2,187
   SUMMIT INVESTMENT ADVISORS INC 763 - 2024-03-31 33,370 $568,000 -29
   Detalus Advisors LLC 75 - 2024-03-31 31,297 $533,000 -2,054
   MASSMUTUAL TRUST CO FSB/ADV 302 - 2024-03-31 25,491 $434,000 -2,058
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2633 - 2024-03-31 24,130 $411,000 -5,018
   FINANCIAL NETWORK 2143 - 2024-03-31 21,107 $359,000 -182
   BKD WEALTH ADVISORS LLC 341 - 2024-03-31 18,034 $307,000 -24,346
   Cherry Tree Wealth Management LLC 145 - 2024-03-31 14,688 $250,000 -2,930
   BOSTON FAMILY OFFICE LLC 238 - 2024-03-31 13,896 $237,000 -1,171
   Emerald Investment Partners LLC 259 - 2024-03-31 13,123 $223,000 -4,962
   HIGHTOWER ADVISORS, LLC 2904 - 2024-03-31 12,209 $208,000 -454
   FOSTER & MOTLEY INC 387 - 2024-03-31 10,606 $181,000 -149
   Global Retirement Partners LLC 1468 - 2024-03-31 2,385 $41,000 -1,362
  32 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