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Get Institutions for : 
Nationwide Risk-managed Income Etf (NUSI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    3
Total shares held : 
2,343,397  
% of shares held : 
5.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
-98,577  
% of shares held change : 
  -0.21%  
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 :
4
 24,657
 1.05%
 
Increased Positions :
19
 238,919
 10.2%
 
Unchanged Positions :
10
 109,484
 4.67%
 
Decreased Positions :
26
-251,467
-10.73%
 
Closed Positions :
7
-110,686
-4.72%
 
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
   MARINER WEALTH ADVISORS, LLC 1243 - 2024-03-31 65,200 $1,539,000 0
   INTL FCSTONE INC. 232 - 2024-03-31 15,212 $359,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 547 - 2024-03-31 14,708 $347,000 0
   Collaborative Wealth Managment Inc. 117 - 2024-03-31 13,512 $319,000 0
   WARREN AVERETT ASSET MANAGEMENT, LLC 563 - 2024-03-31 13,016 $307,000 0
   Silicon Hills Wealth Management LLC 72 - 2023-06-30 13,016 $280,000 0
   High Net Worth Advisory Group LLC 190 - 2024-03-31 9,900 $234,000 0
   CENTAURUS FINANCIAL INC. 634 - 2024-03-31 7,833 $185,000 0
   Qube Research & Technologies Ltd 3037 - 2024-03-31 1,777 $42,000 0
   PRIVATE TRUST CO NA 1240 - 2024-03-31 1,500 $35,000 0
   Newbridge Financial Services Group Inc. 638 - 2024-03-31 699 $17,000 0
   Steward Partners Investment Advisory LLC 2710 - 2024-03-31 500 $12,000 0
   PROEQUITIES INC. 3513 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6688 - 2024-03-31 1 $0 0

  14 Records found
  1    
  Page 1 of 1
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