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Get Institutions for : 
Kfa Mount Lucas Index Strategy Etf (KMLM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    0
Total shares held : 
 2,900,813  
% of shares held : 
 32.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -3,091  
% of shares held change : 
   -0.03%  
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 :
12
 375,131
 12.93%
 
Increased Positions :
22
 642,505
 22.15%
 
Unchanged Positions :
7
 67,563
 2.33%
 
Decreased Positions :
18
-639,898
-22.06%
 
Closed Positions :
12
-380,829
-13.13%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   PALLADIEM LLC 1 - 2023-09-30 269,735 $8,785,000 -6,025
   ANCORA ADVISORS, LLC 99 - 2024-03-31 275,461 $8,234,000 -5,190
   Sound Financial Strategies Group LLC 5 - 2024-03-31 147,538 $4,410,000 -1,214
   QUANTITATIVE ADVANTAGE LLC 43 - 2023-03-31 141,772 $4,179,000 -3,479
   ROYAL BANK OF CANADA 2048 - 2024-03-31 136,890 $4,091,000 -7,182
   CAPTRUST FINANCIAL ADVISORS 595 - 2024-03-31 117,875 $3,523,000 -5,897
   Stegent Equity Advisors Inc. 9 - 2024-03-31 98,716 $2,951,000 -23,819
   Advisor Group Holdings Inc. 1628 - 2024-03-31 72,847 $2,177,000 -22,556
   ENVESTNET ASSET MANAGEMENT INC 2579 - 2024-03-31 64,594 $1,931,000 -42,176
   JANE STREET GROUP LLC 2678 - 2024-03-31 46,367 $1,386,000 -179,037
   Cambria Investment Management L.P. 130 - 2024-03-31 37,314 $1,115,000 -15
   FINANCEWARE, INC. 31 - 2024-03-31 36,140 $1,080,000 -8,589
   Naviter Wealth LLC 154 - 2024-03-31 34,680 $1,037,000 -26,653
   Fermata Advisors LLC 78 - 2024-03-31 33,294 $995,000 -22,541
   Astor Investment Management LLC 24 - 2024-03-31 16,928 $506,000 -9,346
   WFA of San Diego LLC 42 - 2023-09-30 14,600 $476,000 -984
   Laurel Wealth Advisors Inc. 410 - 2022-12-31 13,278 $406,000 -8,658
   Global Assets Advisory LLC 45 - 2023-12-31 12,159 $349,000 -30,119
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3944 - 2024-03-31 10,901 $326,000 -66,020
   Savvy Advisors Inc. 156 - 2024-03-31 10,438 $312,000 -3,088
   ADVISORY SERVICES NETWORK, LLC 1144 - 2024-03-31 10,180 $304,000 -660
   Apollon Wealth Management LLC 894 - 2024-03-31 9,309 $278,000 -1,984
   Integrated Wealth Concepts LLC 1380 - 2024-03-31 8,680 $259,000 -622
   MORGAN STANLEY 6009 - 2024-03-31 1,606 $48,000 -2,847
   UBS Group AG 5755 - 2024-03-31 582 $17,000 -7,013
  25 Records found
  1    
  Page 1 of 1
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