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Get Institutions for : 
Strive Us Energy Etf (DRLL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    1
Total shares held : 
 1,392,402  
% of shares held : 
 15.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 149,724  
% of shares held change : 
   1.66%  
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
 98,120
 7.05%
 
Increased Positions :
30
 218,660
 15.7%
 
Unchanged Positions :
46
 97,214
 6.98%
 
Decreased Positions :
24
-125,392
-9.01%
 
Closed Positions :
10
-41,664
-2.99%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   STIFEL FINANCIAL CORP 1348 - 2024-03-31 110,911 $3,473,000 -1,031
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1335 - 2024-03-31 110,675 $3,465,000 3,204
   Visionary Wealth Advisors 120 - 2024-03-31 100,116 $3,135,000 9,599
   LPL FINANCIAL CORP 2166 - 2024-03-31 94,466 $2,958,000 26,058
   ROYAL BANK OF CANADA 2397 - 2024-03-31 75,710 $2,371,000 -12,469
   FINANCIAL MANAGEMENT NETWORK INC 37 - 2024-03-31 67,454 $2,168,000 -9,209
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1264 - 2024-03-31 62,546 $1,958,000 -543
   FINANCIAL NETWORK 1130 - 2024-03-31 52,502 $1,644,000 -52,667
   UBS Group AG 3176 - 2024-03-31 49,860 $1,561,000 12,881
   Ethos Financial Group LLC 58 - 2024-03-31 45,477 $1,424,000 -2,293
   COMMONWEALTH EQUITY SERVICES LLC. 2077 - 2024-03-31 39,819 $1,247,000 -5,759
   RAYMOND JAMES & ASSOCIATES 2451 - 2024-03-31 39,270 $1,230,000 1,920
   US BANCORP 1024 - 2024-03-31 39,040 $1,222,000 -1,332
   BANK OF AMERICA CORP /DE/ 4067 - 2024-03-31 29,710 $930,000 1,389
   Advisor Group Holdings Inc. 2461 - 2024-03-31 27,925 $875,000 -4,598
   GOLDMAN SACHS GROUP INC/ 3705 - 2024-03-31 24,981 $782,000 24,981
   CAPTRUST FINANCIAL ADVISORS 1277 *New 2024-03-31 24,034 $753,000 24,034
   Kestra Advisory Services LLC 1408 - 2024-03-31 23,913 $749,000 -1,588
   GTS SECURITIES LLC 684 - 2024-03-31 20,801 $651,000 9,856
   ENVESTNET ASSET MANAGEMENT INC 3261 - 2024-03-31 20,610 $645,000 952
   FIFTH THIRD BANCORP 696 - 2024-03-31 20,316 $636,000 816
   Atlantic Trust Group LLC 818 - 2024-03-31 17,133 $541,000 0
   INTL FCSTONE INC. 208 *New 2024-03-31 17,254 $540,000 17,254
   H D Vest Advisory Services 1046 - 2024-03-31 15,585 $488,000 3,618
   MARINER WEALTH ADVISORS, LLC 2152 - 2024-03-31 13,575 $425,000 1
   Vigilare Wealth Management 54 - 2024-03-31 13,250 $415,000 0
   HIGHTOWER ADVISORS, LLC 2384 - 2024-03-31 13,072 $409,000 -782
   Column Capital Advisors LLC 96 - 2023-09-30 13,425 $404,000 3,725
   Rockefeller Capital Management L.P. 1524 - 2024-03-31 12,465 $390,000 0
   Brookstone Capital Management 695 - 2024-03-31 11,525 $361,000 483
   Advance Capital Management Inc. 104 - 2024-03-31 11,316 $354,000 0
   MML INVESTORS SERVICES LLC 2066 - 2024-03-31 10,045 $315,000 309
   Covey Capital Advisors LLC 33 - 2024-03-31 10,000 $313,000 0
   Focus Financial Network Inc. 481 - 2024-03-31 9,903 $308,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4040 - 2024-03-31 9,468 $296,000 -19,065
   Holistic Planning LLC 85 - 2024-03-31 9,386 $294,000 -211
   Atria Wealth Solutions Inc. 1555 *New 2024-03-31 9,341 $292,000 9,341
   FOCUS FINANCIAL NETWORK INC /ADV 614 - 2023-12-31 9,225 $259,000 0
   HB Wealth Management LLC 741 - 2024-03-31 7,432 $233,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1711 - 2024-03-31 7,199 $225,000 26
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2105 *New 2024-03-31 7,030 $220,000 7,030
   CITADEL ADVISORS LLC 4528 - 2024-03-31 6,660 $209,000 -26,631
   Almanack Investment Partners LLC. 168 *New 2024-03-31 6,500 $204,000 6,500
   CAPITAL PERFORMANCE ADVISORS LLP 80 *New 2024-03-31 6,462 $202,000 6,462
   Steward Partners Investment Advisory LLC 1429 - 2024-03-31 6,426 $201,000 0
   Rain Capital Management LLC 50 - 2024-03-31 6,106 $191,000 41
   Nelson Van Denburg & Campbell Wealth Management Gr 932 - 2024-03-31 3,441 $108,000 8
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 216 - 2024-03-31 3,330 $104,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 206 - 2023-06-30 3,800 $104,000 0
   Coastal Capital Group Inc. 161 - 2023-06-30 3,417 $93,000 27
   MORGAN STANLEY 5827 - 2024-03-31 2,824 $88,000 -599
   PNC FINANCIAL SERVICES GROUP INC 2754 - 2024-03-31 2,500 $78,000 -1,253
   CWM LLC 2027 - 2024-03-31 2,394 $75,000 -155
   Nemes Rush Group LLC 250 - 2024-03-31 2,000 $63,000 0
   HANSON MCCLAIN, INC. 1210 - 2024-03-31 1,975 $62,000 1
   PRINCIPAL SECURITIES INC. 1526 - 2024-03-31 1,696 $53,000 0
   IFP Advisors Inc 1508 - 2023-12-31 1,804 $51,000 -100
   Parallel Advisors LLC 1495 - 2024-03-31 1,578 $49,000 -2,600
   AdvisorNet Financial Inc 822 - 2024-03-31 1,500 $47,000 0
   FinTrust Capital Advisors LLC 537 *New 2024-03-31 1,450 $45,000 1,450
   SALEM INVESTMENT COUNSELORS INC 585 - 2024-03-31 1,350 $42,000 0
   Sunbelt Securities Inc. 942 - 2024-03-31 1,113 $35,000 0
   SIGNATUREFD, LLC 1740 - 2024-03-31 1,096 $34,000 -1,762
   Anchor Investment Management LLC 589 - 2024-03-31 1,100 $34,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 283 - 2024-03-31 1,031 $32,000 676
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 95 - 2024-03-31 1,000 $31,000 0
   McClarren Financial Advisors Inc. 143 - 2024-03-31 126 $31,000 -839
   WASHINGTON TRUST CO 509 - 2024-03-31 975 $31,000 0
   Stephens Consulting LLC 219 - 2024-03-31 957 $30,000 0
   McIlrath & Eck LLC 399 *New 2024-03-31 841 $26,000 841
   CREATIVE FINANCIAL DESIGNS INC /ADV 899 - 2024-03-31 832 $26,000 0
   Coastal Investment Advisors Inc. 635 *New 2024-03-31 680 $21,000 680
   GRADIENT INVESTMENTS LLC 570 - 2024-03-31 530 $17,000 0
   Ronald Blue Trust Inc. 1301 - 2024-03-31 541 $17,000 0
   Rosenberg Matthew Hamilton 564 - 2024-03-31 520 $16,000 0
   DUNCKER STREETT & CO INC 387 - 2024-03-31 500 $16,000 0
   Concord Wealth Partners 516 - 2024-03-31 500 $16,000 0
   GABLES CAPITAL MANAGEMENT INC. 286 - 2024-03-31 500 $16,000 0
   Archer Investment Corp 553 - 2024-03-31 500 $16,000 0
   Global Trust Asset Management LLC 333 - 2024-03-31 500 $16,000 0
   GODSEY & GIBB ASSOCIATES 255 - 2024-03-31 410 $13,000 0
   HARBOUR INVESTMENTS INC. 2058 - 2023-12-31 453 $13,000 -100
   DELTA ASSET MANAGEMENT LLC/TN 416 - 2024-03-31 400 $13,000 0
   Evergreen Private Wealth LLC 156 - 2024-03-31 390 $12,000 0
   HOLLENCREST SECURITIES LLC 694 - 2024-03-31 375 $12,000 0
   Richard W. Paul & Associates LLC 305 - 2024-03-31 378 $12,000 0
   JNBA FINANCIAL ADVISORS 457 - 2024-03-31 353 $11,000 0
   Asset Dedication LLC 671 - 2024-03-31 356 $11,000 0
   Trust Co 281 - 2024-03-31 355 $11,000 0
   HOEY INVESTMENTS INC 200 - 2024-03-31 325 $10,000 0
   SOA Wealth Advisors LLC. 538 - 2024-03-31 311 $10,000 2
   MATHER GROUP, INC. 1195 *New 2024-03-31 363 $10,000 363
   Beacon Capital Management LLC 582 - 2024-03-31 300 $9,000 200
   FMR LLC 4170 - 2024-03-31 262 $8,000 252
   BENJAMIN F. EDWARDS & COMPANY INC. 1759 - 2024-03-31 215 $7,000 0
   Rise Advisors LLC 1076 - 2024-03-31 205 $6,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 288 - 2024-03-31 200 $6,000 -5,915
   BANK OF MONTREAL /CAN/ 3249 - 2024-03-31 182 $6,000 0
   COLONIAL ASSET MANAGEMENT, INC. 660 - 2024-03-31 200 $6,000 0
   Global Wealth Strategies & Associates 215 *New 2024-03-31 188 $6,000 188
  100 Records found
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