|
|
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
Goldman Sachs Equal Weight Us Large Cap Equity Etf (GSEW) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
|
Institutional
Holders
Total
Institutions:
|
90 9 |
|
Total
shares held :
|
5,120,084 |
|
% of shares
held :
|
42.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
961,401 |
|
% of shares
held change :
|
8.05% |
|
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 |
SPC FINANCIAL, INC. |
3 |
- |
2024-03-31 |
852,867 |
$62,097,000 |
47,562 |
|
BANK OF AMERICA CORP /DE/ |
1485 |
- |
2024-03-31 |
501,368 |
$36,505,000 |
351,275 |
|
Resources Investment Advisors Inc. |
40 |
- |
2024-03-31 |
490,125 |
$35,686,000 |
-86,614 |
|
MORGAN STANLEY |
2125 |
- |
2024-03-31 |
461,461 |
$33,599,000 |
6,179 |
|
CKW FINANCIAL GROUP |
6 |
- |
2024-03-31 |
457,687 |
$33,137,000 |
32,013 |
|
Great Lakes Retirement Inc. |
3 |
- |
2024-03-31 |
324,490 |
$23,626,000 |
-5,987 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
663 |
- |
2024-03-31 |
186,404 |
$13,572,000 |
18,042 |
|
ENVESTNET ASSET MANAGEMENT INC |
1451 |
- |
2024-03-31 |
154,813 |
$11,272,000 |
16,048 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
445 |
- |
2024-03-31 |
150,818 |
$10,981,000 |
-2,022 |
|
IFP Advisors Inc |
38 |
- |
2023-12-31 |
160,921 |
$10,791,000 |
8,878 |
|
HORIZON INVESTMENTS, LLC/SC |
48 |
*New |
2024-03-31 |
146,602 |
$10,674,000 |
146,602 |
|
Aptus Capital Advisors LLC |
95 |
- |
2024-03-31 |
132,411 |
$9,641,000 |
43,975 |
|
PFG Investments LLC |
33 |
*New |
2024-03-31 |
114,022 |
$8,302,000 |
114,022 |
|
Consolidated Portfolio Review Corp |
6 |
- |
2024-03-31 |
113,893 |
$8,293,000 |
-3,970 |
|
Sierra Capital LLC |
11 |
- |
2024-03-31 |
109,615 |
$7,981,000 |
60,808 |
|
Integrated Wealth Concepts LLC |
212 |
- |
2024-03-31 |
98,054 |
$7,140,000 |
82,970 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
19 |
- |
2024-03-31 |
94,065 |
$6,849,000 |
5,629 |
|
AMERIPRISE FINANCIAL INC |
2066 |
- |
2024-03-31 |
92,360 |
$6,725,000 |
-41,339 |
|
LPL FINANCIAL CORP |
1573 |
- |
2024-03-31 |
91,959 |
$6,696,000 |
5,123 |
|
HPM Partners LLC |
587 |
- |
2024-03-31 |
85,696 |
$6,240,000 |
-319 |
|
ROYAL BANK OF CANADA |
1774 |
- |
2024-03-31 |
84,980 |
$6,188,000 |
52,154 |
|
WELLS FARGO & CO/MN |
1852 |
- |
2024-03-31 |
82,329 |
$5,994,000 |
18,775 |
|
CREATIVE PLANNING |
560 |
- |
2024-03-31 |
79,905 |
$5,818,000 |
-411 |
|
WESCAP Management Group Inc. |
19 |
- |
2024-03-31 |
67,167 |
$4,890,000 |
-931 |
|
KISTLERTIFFANY COMPANIES, LLC |
23 |
- |
2023-06-30 |
73,631 |
$4,603,000 |
-921 |
|
DORSEY & WHITNEY TRUST CO LLC |
82 |
- |
2024-03-31 |
59,690 |
$4,346,000 |
-20,215 |
|
FIRST HAWAIIAN BANK |
149 |
- |
2024-03-31 |
43,159 |
$3,142,000 |
982 |
|
Gladstone Institutional Advisory LLC |
169 |
- |
2024-03-31 |
39,898 |
$2,905,000 |
345 |
|
HIGHTOWER ADVISORS, LLC |
1252 |
- |
2024-03-31 |
37,069 |
$2,699,000 |
578 |
|
LEGACY PRIVATE TRUST CO. |
98 |
- |
2024-03-31 |
34,028 |
$2,478,000 |
-2,732 |
|
Perigon Wealth Management LLC |
233 |
- |
2024-03-31 |
31,734 |
$2,311,000 |
6,678 |
|
UBS Group AG |
2904 |
- |
2024-03-31 |
29,451 |
$2,144,000 |
8,721 |
|
Abbrea Capital LLC |
89 |
- |
2024-03-31 |
23,225 |
$1,691,000 |
1,075 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
170 |
- |
2024-03-31 |
22,650 |
$1,649,000 |
1,873 |
|
JANNEY MONTGOMERY SCOTT LLC |
1243 |
*New |
2024-03-31 |
22,430 |
$1,633,000 |
22,430 |
|
CWM LLC |
704 |
- |
2024-03-31 |
20,028 |
$1,458,000 |
5,180 |
|
GOLDMAN SACHS GROUP INC/ |
3388 |
- |
2024-03-31 |
18,696 |
$1,361,000 |
-5,000 |
|
J P MORGAN CHASE & CO |
3189 |
- |
2024-03-31 |
18,672 |
$1,360,000 |
-5,889 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2024 |
- |
2024-03-31 |
18,456 |
$1,344,000 |
6,505 |
|
Advisor Group Holdings Inc. |
2119 |
- |
2024-03-31 |
17,039 |
$1,241,000 |
-777 |
|
MERCER GLOBAL ADVISORS INC /ADV |
882 |
- |
2024-03-31 |
16,698 |
$1,216,000 |
2,598 |
|
KNIGHTSBRIDGE ASSET MANAGEMENT LLC |
56 |
- |
2024-03-31 |
16,603 |
$1,113,000 |
0 |
|
SageView Advisory Group LLC |
194 |
- |
2024-03-31 |
9,828 |
$1,020,000 |
2,132 |
|
RAYMOND JAMES & ASSOCIATES |
2564 |
- |
2024-03-31 |
13,886 |
$1,011,000 |
2,412 |
|
Jackson Creek Investment Advisors LLC |
153 |
- |
2024-03-31 |
13,818 |
$1,006,000 |
-875 |
|
Princeton Global Asset Management LLC |
81 |
- |
2024-03-31 |
12,717 |
$926,000 |
971 |
|
Asio Capital LLC |
78 |
- |
2024-03-31 |
12,021 |
$875,000 |
506 |
|
Running Point Capital Advisors LLC |
45 |
- |
2024-03-31 |
11,303 |
$823,000 |
0 |
|
Global Retirement Partners LLC |
401 |
- |
2024-03-31 |
11,235 |
$818,000 |
-123 |
|
COUNTRY CLUB BANK /GFN |
221 |
- |
2024-03-31 |
8,584 |
$625,000 |
-6 |
|
PARAGON CAPITAL MANAGEMENT LLC |
32 |
- |
2024-03-31 |
8,475 |
$617,000 |
1,662 |
|
Sigma Planning Corp |
691 |
- |
2024-03-31 |
8,045 |
$586,000 |
0 |
|
Financial Advocates Investment Management |
446 |
- |
2024-03-31 |
7,134 |
$519,000 |
-4,070 |
|
Fort Point Capital Partners LLC |
187 |
- |
2024-03-31 |
7,059 |
$514,000 |
3 |
|
CI Private Wealth LLC |
1606 |
- |
2024-03-31 |
7,020 |
$511,000 |
0 |
|
Pflug Koory LLC |
89 |
- |
2024-03-31 |
6,858 |
$499,000 |
1 |
|
Belpointe Asset Management LLC |
439 |
- |
2024-03-31 |
6,730 |
$490,000 |
2 |
|
Orion Portfolio Solutions LLC |
1265 |
- |
2024-03-31 |
6,704 |
$488,000 |
-1,345 |
|
United Advisor Group LLC |
122 |
*New |
2024-03-31 |
6,562 |
$478,000 |
6,562 |
|
EPG Wealth Management LLC |
174 |
- |
2024-03-31 |
6,417 |
$467,000 |
8 |
|
Bouchey Financial Group Ltd |
85 |
- |
2024-03-31 |
6,006 |
$437,000 |
-676 |
|
PRIVATE WEALTH PARTNERS LLC |
118 |
- |
2024-03-31 |
5,750 |
$419,000 |
500 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3774 |
- |
2024-03-31 |
5,131 |
$374,000 |
-7,207 |
|
TrueWealth Advisors LLC |
114 |
- |
2024-03-31 |
5,071 |
$369,000 |
-922 |
|
STERNECK CAPITAL MANAGEMENT, LLC |
66 |
- |
2024-03-31 |
4,825 |
$351,000 |
475 |
|
Stratos Wealth Advisors LLC |
535 |
- |
2024-03-31 |
4,685 |
$341,000 |
-635 |
|
BOSTON FINANCIAL MANGEMENT INC /MA |
283 |
- |
2024-03-31 |
4,487 |
$327,000 |
-778 |
|
BURNS WEALTH MANAGEMENT, INC. |
421 |
- |
2024-03-31 |
4,354 |
$317,000 |
284 |
|
VIRTU FINANCIAL LLC |
596 |
- |
2024-03-31 |
4,343 |
$316,000 |
4,343 |
|
Cetera Investment Advisers |
2970 |
*New |
2024-03-31 |
4,315 |
$314,000 |
4,315 |
|
Richard P Slaughter Associates Inc |
117 |
- |
2024-03-31 |
4,105 |
$299,000 |
-26 |
|
RAYMOND JAMES TRUST CO |
1008 |
- |
2024-03-31 |
3,875 |
$282,000 |
0 |
|
Ausdal Financial Partners Inc. |
391 |
- |
2024-03-31 |
3,690 |
$269,000 |
-104 |
|
BARNETT & COMPANY, INC. |
74 |
- |
2024-03-31 |
3,679 |
$268,000 |
7 |
|
MCCORMACK ADVISORS INTERNATIONAL |
925 |
*New |
2024-03-31 |
3,665 |
$267,000 |
3,665 |
|
COMMERCE BANK N A/MO |
1088 |
- |
2024-03-31 |
3,387 |
$247,000 |
0 |
|
BBR PARTNERS, LLC |
220 |
*New |
2024-03-31 |
3,344 |
$243,000 |
3,344 |
|
Cedar Brook Financial Partners LLC |
376 |
- |
2024-03-31 |
3,194 |
$233,000 |
-58 |
|
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
70 |
- |
2024-03-31 |
3,064 |
$221,000 |
-266 |
|
Family Asset Management LLC |
99 |
- |
2024-03-31 |
2,903 |
$211,000 |
-550 |
|
We Are One Seven LLC |
823 |
*New |
2024-03-31 |
2,892 |
$211,000 |
2,892 |
|
TOWER RESEARCH CAPITAL LLC |
1431 |
- |
2024-03-31 |
2,642 |
$192,000 |
2,547 |
|
EMFO LLC |
97 |
*New |
2024-03-31 |
2,600 |
$189,000 |
2,600 |
|
Central Pacific Bank - Trust Division |
493 |
- |
2024-03-31 |
2,459 |
$178,000 |
0 |
|
FMR LLC |
2927 |
- |
2024-03-31 |
2,329 |
$170,000 |
50 |
|
Steward Partners Investment Advisory LLC |
1637 |
- |
2024-03-31 |
1,744 |
$127,000 |
0 |
|
Spire Wealth Management |
923 |
- |
2024-03-31 |
1,725 |
$126,000 |
-10,891 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1800 |
- |
2024-03-31 |
1,348 |
$98,000 |
-111 |
|
M&R CAPITAL MANAGEMENT INC |
222 |
- |
2024-03-31 |
787 |
$57,000 |
335 |
|
ICA Group Wealth Management LLC |
584 |
- |
2024-03-31 |
600 |
$44,000 |
-400 |
|
LGT Financial Advisors LLC |
251 |
- |
2024-03-31 |
567 |
$41,000 |
-217 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
234 |
- |
2023-12-31 |
500 |
$34,000 |
0 |
|
Christopher J. Hasenberg Inc |
61 |
*New |
2024-03-31 |
117 |
$9,000 |
117 |
|
Iron Horse Wealth Management LLC |
208 |
- |
2024-03-31 |
100 |
$7,000 |
0 |
|
GPS Wealth Strategies Group LLC |
957 |
- |
2024-03-31 |
80 |
$6,000 |
0 |
|
Farmers & Merchants Trust Co of Chambersburg PA |
370 |
- |
2024-03-31 |
50 |
$4,000 |
50 |
|
COMERICA BANK |
3388 |
- |
2024-03-31 |
40 |
$3,000 |
0 |
|
Qube Research & Technologies Ltd |
3430 |
- |
2024-03-31 |
47 |
$3,000 |
-47 |
|
Goss Wealth Management LLC |
3420 |
- |
2024-03-31 |
14 |
$1,000 |
0 |
|
McGlone Suttner Wealth Management Inc. |
440 |
*Closed |
2024-03-31 |
0 |
$0 |
-50 |
|
|
100 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
|
|
|
|