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Get Institutions for : 
Global X Fds (EDOC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    6
Total shares held : 
2,092,600  
% of shares held : 
2.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -19  
Amount of shares held : 
-1,749,842  
% of shares held change : 
  -1.94%  
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 :
2
 10,826
 0.52%
 
Increased Positions :
6
 117,259
 5.6%
 
Unchanged Positions :
16
 37,928
 1.81%
 
Decreased Positions :
19
-1,780,174
-85.07%
 
Closed Positions :
8
-97,753
-4.67%
 
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
   DAIWA SECURITIES GROUP INC. 165 - 2024-03-31 1,205,000 $11,460,000 0
   Kestra Advisory Services LLC 1372 - 2024-03-31 84,267 $801,000 0
   Insight Advisors LLC/ PA 118 - 2024-03-31 70,877 $674,000 -34,060
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3274 - 2024-03-31 59,845 $569,000 -105,674
   FINANCIAL NETWORK 2065 *New 2024-03-31 42,381 $403,000 42,381
   JANE STREET GROUP LLC 4118 - 2024-03-31 41,092 $391,000 -148,239
   LPL FINANCIAL CORP 3971 - 2024-03-31 37,806 $360,000 -8,769
   CITADEL ADVISORS LLC 4381 - 2024-03-31 25,960 $247,000 -13,663
   ROYAL BANK OF CANADA 4003 - 2024-03-31 24,828 $236,000 16,638
   RAYMOND JAMES & ASSOCIATES 3491 - 2024-03-31 23,828 $227,000 -1,525
   Change Path LLC 845 - 2024-03-31 20,413 $195,000 20,413
   Levy Wealth Management Group LLC 104 - 2024-03-31 15,285 $155,000 0
   BANK OF AMERICA CORP /DE/ 5081 - 2024-03-31 14,150 $135,000 631
   ENVESTNET ASSET MANAGEMENT INC 4019 *New 2024-03-31 10,876 $103,000 10,876
   Intrepid Financial Planning Group LLC 121 - 2024-03-31 10,305 $98,000 0
   GeoWealth Management LLC 775 - 2024-03-31 9,243 $88,000 1,478
   BARCLAYS PLC 3662 - 2024-03-31 5,164 $49,000 2,072
   Qube Research & Technologies Ltd 3020 - 2024-03-31 4,856 $46,000 -300
   Advisor Group Holdings Inc. 4827 - 2024-03-31 4,288 $41,000 2,768
   MORGAN STANLEY 6093 - 2024-03-31 3,923 $37,000 -4,581
   GLENMEDE TRUST CO NA 1289 *New 2024-03-31 2,930 $28,000 2,930
   Banque Cantonale Vaudoise 865 - 2024-03-31 2,289 $22,000 -279
   BANK OF MONTREAL /CAN/ 3161 - 2024-03-31 2,123 $20,000 -75,088
   J P MORGAN CHASE & CO 4970 - 2024-03-31 1,720 $16,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 654 - 2023-12-31 1,359 $14,000 0
   Future Financial Wealth Managment LLC 387 *New 2024-03-31 1,400 $13,000 1,400
   TOWER RESEARCH CAPITAL LLC 3804 - 2024-03-31 1,060 $10,000 -3,766
   UBS Group AG 6049 - 2024-03-31 916 $9,000 -105
   SIMPLEX TRADING LLC 1888 - 2024-03-31 1,000 $9,000 -564
   NATIONAL BANK OF CANADA /FI/ 2033 - 2024-03-31 935 $8,000 -5
   Aspire Private Capital LLC 460 - 2024-03-31 660 $6,000 -37
   Y.D. More Investments Ltd 320 - 2024-03-31 650 $6,000 0
   Richard W. Paul & Associates LLC 360 - 2024-03-31 501 $5,000 -323
   Covestor Ltd 1796 - 2024-03-31 394 $4,000 30
   Larson Financial Group LLC 1318 - 2024-03-31 274 $3,000 0
   VALLEY NATIONAL ADVISERS INC 1045 - 2024-03-31 145 $1,000 0
   Tradition Wealth Management LLC 753 *Closed 2024-03-31 0 $0 -800
   Ritter Daniher Financial Advisory LLC / DE 306 *Closed 2024-03-31 0 $0 -200
   Migdal Insurance & Financial Holdings Ltd. 418 *Closed 2024-03-31 0 $0 -215
   PROEQUITIES INC. 4174 - 2024-03-31 0 $0 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2536 *Closed 2024-03-31 0 $0 -35,000
   PNC FINANCIAL SERVICES GROUP INC 4471 *Closed 2024-03-31 0 $0 -1,085
   JJJ Advisors Inc. 1085 - 2024-03-31 26 $0 0
   NOMURA ASSET MANAGEMENT CO LTD 1715 *Closed 2024-03-31 0 $0 -100
   CWM LLC 4563 *Closed 2024-03-31 0 $0 -2,500
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2084 *Closed 2024-03-31 0 $0 -14,367
   VAN ECK ASSOCIATES CORP 1424 *Closed 2024-03-31 0 $0 -177
   Elevated Capital Advisors LLC 186 *Closed 2024-03-31 0 $0 -10,026
   Federation des caisses Desjardins du Quebec 2233 - 2024-03-31 50 $0 0

  49 Records found
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