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Get Institutions for : 
Global X Us Infrastructure Development Etf (PAVE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 456    13
Total shares held : 
 102,074,272  
% of shares held : 
 76.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 -969,700  
% of shares held change : 
   -0.73%  
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 :
47
 1,772,801
 1.74%
 
Increased Positions :
165
 6,988,897
 6.85%
 
Unchanged Positions :
93
 9,090,788
 8.91%
 
Decreased Positions :
151
-6,924,199
-6.78%
 
Closed Positions :
34
-2,807,199
-2.75%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 the current period

  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
   PRINCIPAL FINANCIAL GROUP INC 273 *New 2024-03-31 2,590,000 $103,108,000 2,590,000
   Moss Adams Wealth Advisors LLC 4 *New 2024-03-31 854,373 $34,013,000 854,373
   FIRST INTERSTATE BANK 11 *New 2024-03-31 651,479 $25,935,000 651,479
   WCG Wealth Advisors LLC 30 *New 2024-03-31 279,171 $11,114,000 279,171
   KICKSTAND VENTURES LLC. 19 *New 2024-03-31 184,260 $7,335,000 184,260
   Trinity Wealth Management LLC 15 *New 2024-03-31 106,404 $4,236,000 106,404
   Synergy Financial Management LLC 43 *New 2024-03-31 91,856 $3,657,000 91,856
   Eagle Strategies LLC 33 *New 2024-03-31 83,651 $3,330,000 83,651
   NorthCrest Asset Manangement LLC 176 *New 2024-03-31 68,730 $2,736,000 68,730
   EWA LLC 19 *New 2024-03-31 69,067 $2,720,000 69,067
   Asio Capital LLC 73 *New 2024-03-31 53,106 $2,114,000 53,106
   Avid Wealth Partners LLC 21 *New 2024-03-31 44,473 $1,770,000 44,473
   MONECO Advisors LLC 111 *New 2024-03-31 36,538 $1,455,000 36,538
   Security Financial Services INC. 53 *New 2024-03-31 34,310 $1,366,000 34,310
   WILEY BROS.-AINTREE CAPITAL LLC 130 *New 2024-03-31 30,189 $1,202,000 30,189
   Steel Peak Wealth Management LLC 204 *New 2024-03-31 26,960 $1,073,000 26,960
   CONTINUUM WEALTH ADVISORS LLC 21 *New 2024-03-31 20,771 $827,000 20,771
   JANE STREET GROUP LLC 3287 *New 2024-03-31 20,600 $820,000 20,600
   BCGM Wealth Management LLC 81 *New 2024-03-31 15,854 $631,000 15,854
   PFG Investments LLC 468 *New 2024-03-31 14,711 $586,000 14,711
   BKD WEALTH ADVISORS LLC 272 *New 2024-03-31 13,828 $550,000 13,828
   HIGHLAND CAPITAL MANAGEMENT CORP 277 *New 2024-03-31 13,000 $518,000 13,000
   HRT FINANCIAL LLC 1262 *New 2024-03-31 11,096 $441,000 11,096
   HILLTOP HOLDINGS INC. 417 *New 2024-03-31 10,371 $413,000 10,371
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 241 *New 2024-03-31 10,160 $404,000 10,160
   Secure Asset Management LLC 145 *New 2024-03-31 9,946 $396,000 9,946
   Envestnet Portfolio Solutions Inc. 1243 *New 2024-03-31 9,399 $374,000 9,399
   Private Portfolio Partners LLC 187 *New 2024-03-31 9,066 $361,000 9,066
   Wright Fund Managment LLC 61 *New 2024-03-31 8,918 $355,000 8,918
   CRESTWOOD ADVISORS LLC 350 *New 2024-03-31 7,706 $307,000 7,706
   WARNER FINANCIAL INC 93 *New 2024-03-31 7,641 $304,000 7,641
   Manhattan West Asset Management LLC 126 *New 2024-03-31 7,536 $300,000 7,536
   PUPLAVA FINANCIAL SERVICES INC 87 *New 2024-03-31 7,373 $294,000 7,373
   SFG Wealth Management LLC. 80 *New 2024-03-31 6,880 $274,000 6,880
   FINANCIAL COUNSELORS INC 517 *New 2024-03-31 6,771 $270,000 6,771
   Nelson Van Denburg & Campbell Wealth Management Gr 628 *New 2024-03-31 6,594 $263,000 6,594
   Dynamic Advisors Solutions LLC 794 *New 2024-03-31 6,593 $262,000 6,593
   Unique Wealth Strategies LLC 169 *New 2024-03-31 6,461 $257,000 6,461
   Imprint Wealth LLC 252 *New 2024-03-31 6,500 $257,000 6,500
   HOLDERNESS INVESTMENTS CO 221 *New 2024-03-31 6,352 $253,000 6,352
   Stonebridge Financial Planning Group LLC 140 *New 2024-03-31 6,120 $244,000 6,120
   Sandbox Financial Partners LLC 87 *New 2024-03-31 6,051 $241,000 6,051
   JOHNSON FINANCIAL GROUP, INC. 279 *New 2024-03-31 6,038 $240,000 6,038
   BRIGHTON JONES LLC 525 *New 2024-03-31 5,952 $237,000 5,952
   FINANCIAL ARCHITECTS INC 303 *New 2023-06-30 6,900 $217,000 6,900
   Berger Financial Group Inc 342 *New 2024-03-31 5,397 $215,000 5,397
   MIDLAND WEALTH ADVISORS LLC 187 *New 2024-03-31 5,369 $214,000 5,369
   Embree Financial Group 180 *New 2024-03-31 5,240 $209,000 5,240
   YALE CAPITAL CORP 423 *New 2024-03-31 5,200 $207,000 5,200
   Edge Capital Group LLC 310 *New 2024-03-31 5,159 $205,000 5,159
   Invst LLC 230 *New 2024-03-31 5,170 $204,000 5,170
   NCM Capital Management LLC 156 *New 2024-03-31 5,135 $204,000 5,135
   FULTON BREAKEFIELD BROENNIMAN LLC 178 *New 2024-03-31 5,092 $203,000 5,092
   Apollon Financial LLC 147 *New 2024-03-31 5,032 $200,000 5,032
   Garde Capital Inc. 221 *New 2024-03-31 3,800 $151,000 3,800
   Castleview Partners LLC 250 *New 2024-03-31 2,604 $104,000 2,604
   Hartland & Co. LLC 687 *New 2024-03-31 1,770 $69,000 1,770
   UMB BANK N A/MO 794 *New 2024-03-31 1,577 $63,000 1,577
   Ahrens Investment Partners LLC 322 *New 2023-03-31 1,749 $50,000 1,749
   HighMark Wealth Management LLC 200 *New 2024-03-31 0 $19,000 0
   Future Financial Wealth Managment LLC 405 *New 2024-03-31 215 $9,000 215
   YHB INVESTMENT ADVISORS, INC. 720 *New 2024-03-31 225 $9,000 225
   Farmers & Merchants Trust Co of Chambersburg PA 325 *New 2024-03-31 189 $8,000 189
   Glass Jacobson Investment Advisors llc 599 *New 2024-03-31 148 $6,000 148
   BROWN BROTHERS HARRIMAN & CO 1026 *New 2024-03-31 151 $6,000 151
   Beaird Harris Wealth Management LLC 431 *New 2024-03-31 76 $3,000 76
   TORONTO DOMINION BANK 965 *New 2024-03-31 47 $2,000 47
   VisionPoint Advisory Group LLC 738 *New 2024-03-31 32 $1,000 32
   KISTLERTIFFANY COMPANIES, LLC 871 *New 2023-06-30 11 $0 11
  69 Records found
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