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Get Institutions for : 
Eagle Capital Select Equity ETF (EAGL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    4
Total shares held : 
 2,180,191  
% of shares held : 
 3.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 1,867,355  
% of shares held change : 
   2.58%  
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
 1,867,355
 85.65%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
3
 312,836
 14.35%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
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
   COMMERCE BANK N A/MO *New 2024-03-31 686,710 $17,344,000 686,710
   Sendero Wealth Management LLC *New 2024-03-31 454,656 $11,471,000 454,656
   Summit Wealth Group LLC *New 2024-03-31 406,381 $10,253,000 406,381
   YHB INVESTMENT ADVISORS, INC. *New 2024-03-31 319,608 $8,063,000 319,608
   Advisor OS LLC 33 *New 2024-03-31 214,202 $5,404,000 214,202
   NORTHERN TRUST CORP 2544 *New 2024-03-31 174,956 $4,414,000 174,956
   CI Private Wealth LLC 966 *New 2024-03-31 89,805 $2,266,000 89,805
   Lakeview Capital Partners LLC 379 *New 2024-03-31 8,829 $223,000 8,829
  8 Records found
  1    
  Page 1 of 1
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