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Get Institutions for : 
Global X Adaptive Us Factor Etf (AUSF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    3
Total shares held : 
5,102,110  
% of shares held : 
5.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
106,694  
% of shares held change : 
  0.12%  
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
 74,221
 1.45%
 
Increased Positions :
4
 33,328
 0.65%
 
Unchanged Positions :
2
 300
 0.01%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
1
-855
-0.02%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 30 - 2024-03-31 4,974,781 $203,319,000 -29,005
   Tidemark LLC 6 *New 2024-03-31 115,595 $4,724,000 115,595
   Concurrent Investment Advisors LLC 148 *New 2024-03-31 91,502 $3,740,000 91,502
   Sharkey Howes & Javer 31 *New 2024-03-31 79,693 $3,257,000 79,693
   LPL FINANCIAL CORP 2482 - 2024-03-31 50,460 $2,062,000 27,163
   Fulcrum Equity Management 16 - 2024-03-31 31,258 $1,277,000 -2,721
   Arete Wealth Advisors LLC 204 *New 2024-03-31 25,251 $1,032,000 25,251
   MERRIMAN WEALTH MANAGEMENT, LLC 96 - 2024-03-31 22,381 $915,000 -1,035
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2679 *New 2024-03-31 22,322 $912,000 22,322
   Equitable Holdings Inc. 673 *New 2024-03-31 19,207 $785,000 19,207
   MUIRFIELD WEALTH ADVISORS LLC 37 - 2024-03-31 17,069 $698,000 0
   Legacy Capital Group California Inc. 228 - 2024-03-31 7,092 $290,000 -1,956
   FINANCIAL NETWORK 2319 *New 2024-03-31 6,941 $284,000 6,941
   JANNEY MONTGOMERY SCOTT LLC 2556 *New 2024-03-31 4,955 $203,000 4,955
   Advisor Group Holdings Inc. 3687 *New 2024-03-31 4,766 $195,000 4,766
   Raleigh Capital Management Inc. 207 - 2024-03-31 4,500 $184,000 0
   ROYAL BANK OF CANADA 5174 - 2024-03-31 660 $27,000 660
   PNC FINANCIAL SERVICES GROUP INC 3610 - 2024-03-31 300 $12,000 0
   BANK OF AMERICA CORP /DE/ 5965 *New 2024-03-31 66 $3,000 66
   UBS Group AG 7709 *Closed 2024-03-31 0 $0 -505
   Smartleaf Asset Management LLC 1709 *New 2024-03-31 8 $0 8
   PROEQUITIES INC. 7149 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7694 *New 2024-03-31 1 $0 1
   BB&T CORP 2724 *Closed 2024-03-31 0 $0 -7,778
   WELLS FARGO & CO/MN 7021 - 2024-03-31 1 $0 0

  25 Records found
  1    
  Page 1 of 1
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