Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Russell 1000 Low Volatility Focus Etf (ONEV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    4
Total shares held : 
 4,143,008  
% of shares held : 
 79.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 -21,910  
% of shares held change : 
   -0.42%  
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
 13,933
 0.34%
 
Increased Positions :
31
 90,918
 2.19%
 
Unchanged Positions :
6
 3,012,601
 72.72%
 
Decreased Positions :
20
-47,871
-1.16%
 
Closed Positions :
5
-78,890
-1.9%
 
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
   Alaska Permanent Fund Corp 2 - 2024-03-31 3,012,245 $374,055,000 0
   LPL FINANCIAL CORP 655 - 2024-03-31 298,837 $37,109,000 -492
   SUMMIT INVESTMENT ADVISORS INC 9 - 2024-03-31 286,019 $35,517,000 15,779
   Scarborough Advisors LLC 5 - 2024-03-31 112,966 $14,028,000 207
   H D Vest Advisory Services 164 - 2024-03-31 85,776 $10,651,000 23,546
   Kingsview Wealth Management LLC 161 - 2024-03-31 43,483 $5,400,000 -130
   Equitable Holdings Inc. 276 - 2024-03-31 33,312 $4,137,000 408
   Provident Wealth Management LLC 18 - 2024-03-31 30,953 $3,844,000 93
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 651 - 2024-03-31 27,273 $3,387,000 -747
   BANK OF AMERICA CORP /DE/ 3263 - 2024-03-31 27,039 $3,358,000 4,199
   ENVESTNET ASSET MANAGEMENT INC 2301 - 2024-03-31 24,411 $3,031,000 -192
   Ausdal Financial Partners Inc. 73 - 2024-03-31 24,208 $3,006,000 -189
   Dynamic Advisors Solutions LLC 242 - 2024-03-31 23,903 $2,968,000 2,762
   Stratos Wealth Advisors LLC 159 - 2024-03-31 20,416 $2,535,000 12
   PNC FINANCIAL SERVICES GROUP INC 850 - 2024-03-31 19,276 $2,394,000 -537
   Advisor Group Holdings Inc. 1634 - 2024-03-31 17,370 $2,158,000 -1,336
   Stratos Wealth Partners LTD. 450 - 2024-03-31 14,867 $1,846,000 746
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1935 - 2024-03-31 13,820 $1,716,000 756
   TSFG LLC 45 - 2024-03-31 13,319 $1,654,000 -3,336
   COMMONWEALTH EQUITY SERVICES LLC. 1935 - 2024-03-31 12,195 $1,514,000 -1,024
   HF Advisory Group LLC 46 - 2024-03-31 11,552 $1,434,000 1,632
   Financial Freedom LLC 30 - 2024-03-31 11,420 $1,418,000 -32
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1841 - 2024-03-31 11,244 $1,396,000 -99
   Cetera Investment Advisers 1886 - 2024-03-31 10,158 $1,262,000 3,619
   Ameritas Advisory Services LLC 344 - 2024-03-31 9,200 $1,137,000 1,646
   MML INVESTORS SERVICES LLC 1348 - 2024-03-31 9,053 $1,124,000 -396
   LINCOLN NATIONAL CORP 489 - 2024-03-31 8,802 $1,093,000 1,265
   SOA Wealth Advisors LLC. 68 - 2024-03-31 8,168 $1,014,000 481
   Fifth Third Securities Inc. 162 *New 2024-03-31 7,731 $960,000 7,731
   CITADEL ADVISORS LLC 3281 - 2024-03-31 6,504 $808,000 2,538
   CREATIVE FINANCIAL DESIGNS INC /ADV 230 - 2024-03-31 5,130 $637,000 2,946
   RAYMOND JAMES & ASSOCIATES 2871 - 2024-03-31 5,124 $636,000 -6,956
   Avant Capital LLC 30 - 2023-09-30 5,982 $627,000 755
   Buckingham Strategic Partners 316 - 2024-03-31 4,900 $609,000 -167
   PACIFIC SUN FINANCIAL CORP 96 - 2024-03-31 4,642 $576,000 -150
   WealthCare Investment Partners LLC 75 - 2024-03-31 4,530 $563,000 -2,483
   RAYMOND JAMES TRUST CO 691 *New 2024-03-31 4,341 $539,000 4,341
   WFA Asset Management Corp 34 - 2024-03-31 4,119 $511,000 222
   Atria Wealth Solutions Inc. 1286 - 2024-03-31 3,808 $473,000 27
   MULTIFINANCIAL SECURITIES CORP 1663 *New 2024-03-31 3,600 $447,000 3,600
   Grey Fox Wealth Advisors LLC 65 - 2024-03-31 3,365 $418,000 -70
   FINANCIAL NETWORK 2041 - 2024-03-31 3,356 $417,000 -387
   Fermata Advisors LLC 128 - 2024-03-31 3,127 $388,000 -7,649
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2573 - 2024-03-31 2,791 $347,000 -623
   FLAGSHIP HARBOR ADVISORS LLC 485 - 2024-03-31 2,747 $341,000 -136
   RIA Advisory Group LLC 88 - 2024-03-31 2,675 $332,000 2,675
   MARINER WEALTH ADVISORS, LLC 2400 - 2024-03-31 2,504 $311,000 -60
   PFG Advisors 517 - 2024-03-31 2,485 $309,000 -36
   NATIONAL ASSET MANAGEMENT, INC. 1081 - 2024-03-31 2,633 $276,000 -133
   Newbridge Financial Services Group Inc. 181 - 2024-03-31 1,735 $215,000 0
   Goss Wealth Management LLC 1803 *New 2024-03-31 1,700 $211,000 1,700
   TOWER RESEARCH CAPITAL LLC 1462 - 2024-03-31 1,473 $183,000 181
   COMERICA BANK 2376 - 2024-03-31 1,303 $162,000 0
   FMR LLC 3144 - 2024-03-31 760 $94,000 715
   Glass Jacobson Investment Advisors llc 287 - 2024-03-31 728 $90,000 196
   Geneos Wealth Management Inc. 1028 - 2024-03-31 454 $56,000 -969
   US BANCORP 2653 - 2024-03-31 415 $52,000 15
   ANCORA ADVISORS, LLC 912 *New 2024-03-31 400 $50,000 400
   CWM LLC 2334 - 2024-03-31 359 $45,000 -27
   Householder Group Estate & Retirement Specialist L 517 - 2024-03-31 322 $40,000 1
   PSI Advisors LLC 285 - 2024-03-31 323 $40,000 1
   ROYAL BANK OF CANADA 5113 - 2024-03-31 246 $31,000 0
   PRINCIPAL SECURITIES INC. 1791 - 2024-03-31 238 $30,000 1
   Coppell Advisory Solutions LLC 832 *New 2023-12-31 130 $15,000 130
   VitalStone Financial LLC 269 - 2024-03-31 91 $11,000 -50
   HighMark Wealth Management LLC 306 - 2024-03-31 75 $9,000 0
   JJJ Advisors Inc. 810 - 2024-03-31 24 $3,000 0
   Global Retirement Partners LLC 2722 - 2024-03-31 20 $2,000 0
   Ronald Blue Trust Inc. 2117 *Closed 2024-03-31 0 $0 -8
   Arete Wealth Advisors LLC 489 *Closed 2024-03-31 0 $0 -3,644
   HARBOUR INVESTMENTS INC. 3021 *New 2023-12-31 1 $0 1
   WELLS FARGO & CO/MN 6509 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 7846 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7589 - 2024-03-31 1 $0 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2098 *Closed 2024-03-31 0 $0 -20
   UBS Group AG 8458 *Closed 2024-03-31 0 $0 -435
  76 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