Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Spdr Barclays 1 To 10 Year Tips (TIPX)  
$18.34 0.11 (0.62%) as of 4:30 Fri 6/7


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    1
Total shares held : 
61,477,093  
% of shares held : 
14.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -27  
Amount of shares held : 
2,655,295  
% of shares held change : 
  0.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$18.56  
Last Quarter's Ending Price : 
$18.64  
Last Quarter's Average Price
$18.54  
Change from last quarter's     
avg. price to the last closing  : 
0.20 (1.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 914,822
 1.49%
 
Increased Positions :
35
 5,133,838
 8.35%
 
Unchanged Positions :
23
 354,622
 0.58%
 
Decreased Positions :
63
-3,070,185
-4.99%
 
Closed Positions :
20
-323,180
-0.53%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 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 346 - 2024-03-31 4,934,316 $91,976,000 -638,786
   ENVESTNET ASSET MANAGEMENT INC 1330 - 2024-03-31 730,200 $13,611,000 -97,267
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 345 - 2024-03-31 394,622 $7,356,000 -268,575
   ALESCO ADVISORS LLC 36 - 2024-03-31 297,264 $5,541,000 -1,659
   Aspire Private Capital LLC 19 - 2024-03-31 267,600 $4,988,000 -58,816
   Cetera Investment Advisers 1151 - 2024-03-31 195,545 $3,645,000 -38,561
   Advisor Group Holdings Inc. 1305 - 2024-03-31 181,872 $3,390,000 -63,557
   MORGAN STANLEY 4181 - 2024-03-31 167,686 $3,126,000 -223,388
   RAYMOND JAMES & ASSOCIATES 1987 - 2024-03-31 138,612 $2,584,000 -11,516
   PARK AVENUE SECURITIES LLC 342 - 2024-03-31 129,291 $2,410,000 -15,881
   Farther Finance Advisors LLC 126 - 2024-03-31 120,234 $2,218,000 -6,691
   Hibernia Wealth Partners LLC 14 - 2024-03-31 116,316 $2,168,000 -28,125
   ICA Group Wealth Management LLC 53 - 2024-03-31 100,627 $1,876,000 -21,357
   FINANCIAL NETWORK 1062 - 2024-03-31 100,084 $1,866,000 -29,945
   GeoWealth Management LLC 191 - 2024-03-31 93,005 $1,734,000 -42,779
   Private Advisor Group LLC 899 - 2024-03-31 89,320 $1,665,000 -22,479
   Perigon Wealth Management LLC 277 - 2024-03-31 88,341 $1,647,000 -334
   Orion Portfolio Solutions LLC 771 - 2024-03-31 84,246 $1,570,000 -8,201
   MML INVESTORS SERVICES LLC 1179 - 2024-03-31 82,232 $1,533,000 -164,168
   ROYAL BANK OF CANADA 2688 - 2024-03-31 82,196 $1,532,000 -63,197
   Mutual Advisors LLC 347 - 2024-03-31 78,463 $1,463,000 -2,488
   Beacon Pointe Advisors LLC 593 - 2024-03-31 71,210 $1,327,000 -4,235
   DEUTSCHE BANK AG 1820 - 2024-03-31 67,876 $1,265,000 -1,272
   Raleigh Capital Management Inc. 61 - 2024-03-31 63,074 $1,176,000 -25,797
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 22 - 2024-03-31 60,609 $1,120,000 -73,057
   AXXCESS WEALTH MANAGEMENT LLC 368 - 2024-03-31 53,890 $1,005,000 -19,704
   McNamara Financial Services Inc. 28 - 2024-03-31 49,475 $922,000 -13,552
   CAPITAL WEALTH MANAGEMENT LLC 26 - 2024-03-31 46,165 $861,000 -5,022
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2226 - 2024-03-31 39,908 $744,000 -17,130
   Belpointe Asset Management LLC 356 - 2024-03-31 38,043 $709,000 -6,739
   Strategic Financial Concepts LLC 144 - 2024-03-31 33,712 $628,000 -10,264
   Tidemark LLC 62 - 2024-03-31 32,091 $598,000 -16,861
   VALMARK ADVISERS INC 344 - 2024-03-31 31,001 $578,000 -6,294
   PNC FINANCIAL SERVICES GROUP INC 1515 - 2024-03-31 27,557 $514,000 -10
   HARBOUR INVESTMENTS INC. 550 - 2023-12-31 25,520 $474,000 -4,900
   Pallas Capital Advisors LLC 298 - 2024-03-31 23,944 $446,000 -2,047
   Financial Advocates Investment Management 484 - 2024-03-31 23,317 $435,000 -859
   RFG Advisory Group LLC 542 - 2024-03-31 21,767 $406,000 -17,096
   Argent Trust Co 456 - 2024-03-31 21,252 $396,000 -4,621
   FSB PREMIER WEALTH MANAGEMENT INC. 112 - 2024-03-31 21,130 $394,000 -10,764
   Aveo Capital Partners LLC 263 - 2024-03-31 20,410 $375,000 -10,397
   Change Path LLC 660 - 2024-03-31 19,877 $371,000 -1,962
   Tradition Wealth Management LLC 279 - 2024-03-31 18,664 $348,000 -115,030
   Capital Wealth Alliance LLC 72 - 2024-03-31 18,167 $339,000 -3,813
   Balboa Wealth Partners 152 - 2024-03-31 17,516 $326,000 -2,969
   Western Wealth Management LLC 506 - 2024-03-31 15,992 $298,000 -18,388
   Austin Private Wealth LLC 177 - 2024-03-31 14,900 $275,000 -3,522
   Keystone Financial Group 287 - 2024-03-31 13,349 $249,000 -570
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2029 - 2024-03-31 13,188 $246,000 -6,509
   AE Wealth Management LLC 1028 - 2024-03-31 12,721 $237,000 -157,259
   RICHARDSON FINANCIAL SERVICES INC. 130 - 2024-03-31 12,601 $235,000 -6,059
   Revisor Wealth Management LLC 172 - 2024-03-31 12,110 $225,000 -2,857
   L.M. KOHN & COMPANY 239 - 2024-03-31 11,715 $218,000 -484
   MARINER WEALTH ADVISORS, LLC 2775 - 2024-03-31 10,338 $193,000 -1,397
   Atria Wealth Solutions Inc. 1818 - 2024-03-31 10,124 $189,000 -24,007
   USAdvisors Wealth Management LLC 131 - 2024-03-31 10,069 $187,000 -3,529
   Integrated Wealth Concepts LLC 1510 - 2024-03-31 10,041 $187,000 -5,240
   VisionPoint Advisory Group LLC 179 - 2024-03-31 8,481 $158,000 -919
   Goss Wealth Management LLC 1952 - 2024-03-31 7,316 $136,000 -7,249
   CITIGROUP INC 3281 - 2024-03-31 7,059 $132,000 -545
   WELLS FARGO & CO/MN 4314 - 2024-03-31 5,501 $103,000 -6,863
   Global Financial Private Client LLC 233 - 2024-03-31 5,559 $103,000 -25,608
   IFP Advisors Inc 1415 - 2023-12-31 3,384 $63,000 -3,168
   Nelson Van Denburg & Campbell Wealth Management Gr 1354 - 2024-03-31 2,069 $37,000 -73
   FMR LLC 3837 - 2024-03-31 1,107 $21,000 -187
   Richard W. Paul & Associates LLC 333 - 2024-03-31 420 $8,000 -3,186
   COMERICA BANK 3280 - 2024-03-31 266 $5,000 -117
   Smartleaf Asset Management LLC 1015 - 2024-03-31 277 $5,000 -13
   GRADIENT INVESTMENTS LLC 852 - 2024-03-31 30 $1,000 -248
   CREATIVE FINANCIAL DESIGNS INC /ADV 1556 - 2024-03-31 41 $1,000 -540
   Covestor Ltd 2629 - 2024-03-31 9 $0 -4

  71 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results