|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Jpmorgan Betabuilders Us Small Cap Equity Etf (BBSC) |
|
|
$ 0.00 (0.00%) as of 4:30 Tue 11/30
|
|
Download |
|
| |
Institutional
Holders
Total
Institutions:
 |
40  3 |
|
|
Total
shares held :
|
10,162,632 |
|
|
% of shares
held :
|
15.1% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
-582,568 |
|
|
% of shares
held change :
|
 -0.87% |
|
| Quarter
Price vs. Current Price:
|
|
|
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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  J P MORGAN CHASE & CO |
454 |
- |
2024-03-31 |
5,573,115 |
$350,605,000 |
-3,838,347 |
|
| JANNEY MONTGOMERY SCOTT LLC |
890 |
- |
2024-03-31 |
55,748 |
$3,507,000 |
-36,802 |
|
| IAG Wealth Partners LLC |
36 |
- |
2024-03-31 |
30,557 |
$1,922,000 |
-2,749 |
|
| First Capital Advisors Group LLC. |
37 |
*New |
2023-06-30 |
25,084 |
$1,425,000 |
25,084 |
|
| FLOW TRADERS U.S. LLC |
262 |
*New |
2024-03-31 |
19,653 |
$1,236,000 |
19,653 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2369 |
- |
2024-03-31 |
18,309 |
$1,152,000 |
18,309 |
|
| GTS SECURITIES LLC |
683 |
*New |
2024-03-31 |
10,365 |
$652,000 |
10,365 |
|
| Advisor Group Holdings Inc. |
2854 |
- |
2024-03-31 |
8,596 |
$541,000 |
-29,615 |
|
| LPL FINANCIAL CORP |
3667 |
- |
2024-03-31 |
8,400 |
$528,000 |
-166,011 |
|
| DAYMARK WEALTH PARTNERS LLC |
291 |
- |
2024-03-31 |
6,469 |
$407,000 |
-109,306 |
|
| MN Wealth Advisors LLC |
73 |
- |
2024-03-31 |
5,423 |
$341,000 |
-13,617 |
|
| Integrity Advisory LLC |
63 |
*New |
2022-12-31 |
5,148 |
$268,000 |
5,148 |
|
| Ascent Group LLC |
483 |
- |
2024-03-31 |
3,258 |
$205,000 |
3,258 |
|
| BANK OF AMERICA CORP /DE/ |
5400 |
- |
2024-03-31 |
1,008 |
$63,000 |
35 |
|
| IFP Advisors Inc |
1495 |
*New |
2023-12-31 |
854 |
$53,000 |
854 |
|
| Geneos Wealth Management Inc. |
1186 |
- |
2024-03-31 |
554 |
$35,000 |
454 |
|
| Key Financial Inc |
522 |
*New |
2024-03-31 |
495 |
$31,000 |
495 |
|
| WHITTIER TRUST CO OF NEVADA INC |
952 |
- |
2024-03-31 |
158 |
$10,000 |
0 |
|
| Fortis Advisors LLC |
254 |
*New |
2024-03-31 |
87 |
$5,000 |
87 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2791 |
- |
2024-03-31 |
58 |
$4,000 |
0 |
|
| Farther Finance Advisors LLC |
2316 |
- |
2024-03-31 |
53 |
$3,000 |
-681 |
|
| Global Retirement Partners LLC |
2677 |
- |
2024-03-31 |
36 |
$2,000 |
-390 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1625 |
- |
2024-03-31 |
10 |
$1,000 |
-62,857 |
|
| ROYAL BANK OF CANADA |
6062 |
- |
2024-03-31 |
21 |
$1,000 |
17 |
|
| FMR LLC |
4637 |
- |
2024-03-31 |
14 |
$1,000 |
-70 |
|
| Family Asset Management LLC |
180 |
- |
2024-03-31 |
13 |
$1,000 |
-76 |
|
| PROEQUITIES INC. |
2150 |
- |
2024-03-31 |
9 |
$1,000 |
-869 |
|
| Spire Wealth Management |
2282 |
- |
2024-03-31 |
22 |
$1,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1584 |
*Closed |
2024-03-31 |
0 |
$0 |
-10 |
|
| ADVISORY SERVICES NETWORK, LLC |
1618 |
*Closed |
2024-03-31 |
0 |
$0 |
-191 |
|
| BANK OF NEW YORK MELLON CORP |
4007 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,977 |
|
| CWM LLC |
4321 |
*Closed |
2024-03-31 |
0 |
$0 |
-11 |
|
| UBS Group AG |
7448 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
| GeoWealth Management LLC |
864 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,146 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3291 |
*Closed |
2024-03-31 |
0 |
$0 |
-37,716 |
|
| Vestmark Advisory Solutions Inc. |
553 |
*Closed |
2024-03-31 |
0 |
$0 |
-43,453 |
|
| PRIVATE TRUST CO NA |
2301 |
*Closed |
2024-03-31 |
0 |
$0 |
-811 |
|
| Change Path LLC |
892 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,367 |
|
| HANSON MCCLAIN, INC. |
3556 |
*Closed |
2024-03-31 |
0 |
$0 |
-41 |
|
| COMERICA BANK |
3707 |
*Closed |
2024-03-31 |
0 |
$0 |
-20 |
|
| FINANCIAL NETWORK |
2851 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,247 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
2082 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,971 |
|
| Riggs Asset Managment Co. Inc. |
682 |
*Closed |
2024-03-31 |
0 |
$0 |
-12 |
|
| ENVESTNET ASSET MANAGEMENT INC |
4209 |
*Closed |
2024-03-31 |
0 |
$0 |
-74,054 |
|
| ICA Group Wealth Management LLC |
1325 |
*Closed |
2024-03-31 |
0 |
$0 |
-165 |
|
| MML INVESTORS SERVICES LLC |
2507 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,258 |
|
| LGT Financial Advisors LLC |
848 |
*Closed |
2024-03-31 |
0 |
$0 |
-17 |
|
| Integrated Wealth Concepts LLC |
1655 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,971 |
|
| PARK AVENUE SECURITIES LLC |
1415 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,316 |
|
| WELLS FARGO & CO/MN |
6998 |
*Closed |
2024-03-31 |
0 |
$0 |
-41 |
|
| RICHARDSON FINANCIAL SERVICES INC. |
584 |
*Closed |
2024-03-31 |
0 |
$0 |
-497 |
|
|
51 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
