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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
   STIFEL FINANCIAL CORP 1090 - 2024-03-31 232,514 $5,490,000 -12,982
   LPL FINANCIAL CORP 1765 - 2024-03-31 213,115 $5,032,000 -44,369
   COMMONWEALTH EQUITY SERVICES LLC. 1285 - 2024-03-31 175,983 $4,155,000 -5,277
   Advisor Group Holdings Inc. 1209 - 2024-03-31 166,285 $3,926,000 -2,647
   Wealthstar Advisors LLC 9 - 2024-03-31 131,127 $3,096,000 -936
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1159 - 2024-03-31 98,823 $2,333,000 -22,293
   CAP Partners LLC 23 - 2024-03-31 53,891 $1,272,000 -791
   Chicago Partners Investment Group LLC 297 - 2024-03-31 48,689 $1,116,000 -1,042
   ENVESTNET ASSET MANAGEMENT INC 3155 - 2024-03-31 33,210 $784,000 -29,214
   HB Wealth Management LLC 407 - 2024-03-31 30,001 $708,000 -7,864
   AE Wealth Management LLC 739 - 2024-03-31 29,329 $692,000 -7,171
   NBC SECURITIES INC. 384 - 2024-03-31 25,254 $596,000 -368
   JANE STREET GROUP LLC 3664 - 2024-03-31 25,119 $593,000 -3,521
   ADVISORY SERVICES NETWORK, LLC 1019 - 2024-03-31 17,799 $420,000 -655
   Sovereign Financial Group Inc. 180 - 2024-03-31 16,735 $395,000 -2,791
   OLD MISSION CAPITAL LLC 660 - 2024-03-31 14,771 $349,000 -3,695
   Elevated Capital Advisors LLC 155 - 2024-03-31 13,612 $321,000 -94
   Private Advisor Group LLC 1826 - 2024-03-31 12,710 $300,000 -1,155
   LINCOLN NATIONAL CORP 970 - 2024-03-31 12,126 $286,000 -538
   H D Vest Advisory Services 1337 - 2024-03-31 11,718 $277,000 -714
   MORGAN STANLEY 5462 - 2024-03-31 10,273 $243,000 -4,076
   GPS Wealth Strategies Group LLC 401 - 2024-03-31 3,863 $91,000 -557
   UBS Group AG 5691 - 2024-03-31 832 $20,000 -2,061
   CWM LLC 3706 - 2024-03-31 183 $4,000 -246
  24 Records found
  1    
  Page 1 of 1
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