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Get Institutions for : 
Proshares S&p Technology Dividend Aristocrats Etf (TDV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 65    6
Total shares held : 
2,444,313  
% of shares held : 
27.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  30  
Amount of shares held : 
557,393  
% of shares held change : 
  6.19%  
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 :
7
 63,497
 2.6%
 
Increased Positions :
36
 541,234
 22.14%
 
Unchanged Positions :
10
 19,494
 0.8%
 
Decreased Positions :
12
-45,761
-1.87%
 
Closed Positions :
1
-1,577
-0.06%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 2749 - 2024-03-31 262,050 $18,865,000 106,959
   BANK OF AMERICA CORP /DE/ 2535 - 2024-03-31 125,890 $9,063,000 8,468
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 959 - 2024-03-31 96,682 $6,960,000 14,350
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 589 - 2024-03-31 96,468 $6,945,000 141
   Advisor Group Holdings Inc. 963 - 2024-03-31 76,955 $5,546,000 1,663
   Feltz Wealth PLAN Inc. 62 - 2024-03-31 67,743 $4,877,000 8,967
   RAYMOND JAMES & ASSOCIATES 1836 - 2024-03-31 46,122 $3,320,000 4,982
   TOTH FINANCIAL ADVISORY CORP 89 - 2024-03-31 37,203 $2,678,000 6,703
   Mendel Capital Management LLC 10 - 2024-03-31 37,156 $2,675,000 2,747
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 664 - 2023-09-30 41,638 $2,587,000 2,756
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 69 - 2024-03-31 34,436 $2,479,000 135
   FINANCIAL NETWORK 1242 - 2024-03-31 19,214 $1,383,000 718
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1170 - 2024-03-31 15,926 $1,147,000 2,055
   Geneos Wealth Management Inc. 364 - 2024-03-31 12,799 $921,000 1,859
   JANNEY MONTGOMERY SCOTT LLC 1573 - 2024-03-31 12,320 $887,000 472
   PERSONAL CFO SOLUTIONS LLC 176 - 2024-03-31 10,644 $766,000 876
   CFS Investment Advisory Services LLC 97 - 2024-03-31 10,105 $727,000 25
   MWA Asset Management 69 - 2024-03-31 8,739 $629,000 60
   Goss Wealth Management LLC 1201 - 2024-03-31 8,636 $622,000 2,214
   NARWHAL CAPITAL MANAGEMENT 120 - 2024-03-31 8,500 $612,000 4
   Coston McIsaac & Partners 62 - 2024-03-31 8,096 $582,000 4,984
   Birchcreek Wealth Management LLC 77 - 2024-03-31 7,664 $552,000 384
   Integrated Wealth Concepts LLC 1035 - 2024-03-31 7,117 $513,000 3,405
   TOWER RESEARCH CAPITAL LLC 940 - 2024-03-31 6,066 $437,000 6,066
   ENVESTNET ASSET MANAGEMENT INC 3568 - 2024-03-31 5,251 $378,000 640
   Golden State Equity Partners 248 - 2023-12-31 5,000 $348,000 250
   BUCKINGHAM ASSET MANAGEMENT, LLC 625 - 2024-03-31 3,676 $265,000 10
   DEARBORN PARTNERS LLC 233 - 2024-03-31 3,533 $254,000 310
   Steward Partners Investment Advisory LLC 1419 - 2024-03-31 2,847 $205,000 1,783
   FMR LLC 2922 - 2024-03-31 2,370 $171,000 78
   UBS Group AG 4841 - 2024-03-31 2,154 $155,000 461
   US BANCORP 3277 - 2024-03-31 142 $10,000 103
   PRIVATE TRUST CO NA 1859 - 2024-03-31 80 $6,000 43

  33 Records found
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