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Get Institutions for : 
Alps Clean Energy Etf (ACES)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    3
Total shares held : 
 5,365,198  
% of shares held : 
 40.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -1,570,925  
% of shares held change : 
   -11.95%  
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
 92,977
 1.73%
 
Increased Positions :
17
 251,478
 4.69%
 
Unchanged Positions :
16
 13,943
 0.26%
 
Decreased Positions :
21
-1,671,715
-31.16%
 
Closed Positions :
12
-243,665
-4.54%
 
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
   Atlantic Trust Group LLC 113 - 2024-03-31 3,640,081 $107,273,000 -294,987
   LPL FINANCIAL CORP 2797 - 2024-03-31 49,239 $1,461,000 -8,454
   BB&T CORP 1725 - 2024-03-31 25,473 $756,000 -214
   Navis Wealth Advisors LLC 22 - 2024-03-31 24,465 $726,000 -2,372
   CITADEL ADVISORS LLC 3376 - 2024-03-31 24,419 $725,000 -16,852
   Wealthfront Advisers LLC 758 - 2024-03-31 13,849 $411,000 -55,693
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2613 - 2024-03-31 11,053 $328,000 -1,304
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1921 - 2024-03-31 9,792 $291,000 -50
   MML INVESTORS SERVICES LLC 2132 - 2024-03-31 9,582 $284,000 -2,034
   BROWN ADVISORY HOLDINGS INC 1092 - 2024-03-31 9,237 $274,000 -8,710
   Tempus Wealth Planning LLC 163 - 2024-03-31 9,125 $271,000 -842
   RAYMOND JAMES & ASSOCIATES 3440 - 2024-03-31 8,304 $246,000 -7,597
   ROYAL BANK OF CANADA 3982 - 2024-03-31 8,132 $242,000 -16,969
   Stratos Wealth Partners LTD. 1219 - 2024-03-31 7,476 $222,000 -6,810
   COMMONWEALTH EQUITY SERVICES LLC. 3503 - 2024-03-31 7,392 $219,000 -838
   COLONY GROUP, LLC 922 - 2024-03-31 7,049 $209,000 -6,254
   Advisor Group Holdings Inc. 4081 - 2024-03-31 3,998 $119,000 -464
   Kepos Capital LP 151 - 2024-03-31 2,794 $83,000 -2,811
   WELLS FARGO & CO/MN 4433 - 2024-03-31 2,808 $83,000 -1,100
   PNC FINANCIAL SERVICES GROUP INC 3332 - 2024-03-31 800 $24,000 -425
   HANSON MCCLAIN, INC. 1862 - 2024-03-31 578 $17,000 -72
   HARBOUR INVESTMENTS INC. 1973 - 2023-12-31 447 $16,000 -579
   FMR LLC 4128 - 2024-03-31 351 $10,000 -702
   Steward Partners Investment Advisory LLC 2897 - 2024-03-31 235 $7,000 -47
   Cutler Group LP 701 - 2024-03-31 213 $6,000 -2,687
   J P MORGAN CHASE & CO 5311 - 2024-03-31 22 $1,000 -41
   AdvisorNet Financial Inc 2543 - 2024-03-31 12 $0 -43
  27 Records found
  1    
  Page 1 of 1
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