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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: 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 775 - 2024-03-31 313,734 $7,407,000 127,950
   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
   ROYAL BANK OF CANADA 1909 - 2024-03-31 212,184 $5,010,000 8,186
   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
   Davies Financial Advisors Inc. 12 - 2024-03-31 100,778 $2,379,000 0
   PFG Investments LLC 160 - 2024-03-31 99,883 $2,358,000 16,341
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1159 - 2024-03-31 98,823 $2,333,000 -22,293
   MARINER WEALTH ADVISORS, LLC 1243 - 2024-03-31 65,200 $1,539,000 0
   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
   FINANCIAL ADVISORY CORP /UT/ /ADV 47 - 2024-03-31 44,132 $1,042,000 2,902
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2138 - 2024-03-31 36,642 $865,000 457
   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
   MML INVESTORS SERVICES LLC 1629 - 2024-03-31 28,447 $672,000 2,493
   IFP Advisors Inc 482 - 2023-12-31 28,969 $649,000 7,679
   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
   CITADEL ADVISORS LLC 3627 - 2024-03-31 23,401 $552,000 5,283
   OPPENHEIMER & CO INC 966 *New 2024-03-31 22,721 $536,000 22,721
   Federation des caisses Desjardins du Quebec 874 - 2024-03-31 21,402 $505,000 0
   ADVISORY SERVICES NETWORK, LLC 1019 - 2024-03-31 17,799 $420,000 -655
   BEAM Asset Management LLC 68 - 2024-03-31 17,288 $408,000 311
   Sovereign Financial Group Inc. 180 - 2024-03-31 16,735 $395,000 -2,791
   Atria Wealth Solutions Inc. 1370 - 2024-03-31 16,606 $392,000 3,521
   INTL FCSTONE INC. 232 - 2024-03-31 15,212 $359,000 0
   OLD MISSION CAPITAL LLC 660 - 2024-03-31 14,771 $349,000 -3,695
   BUCKINGHAM ASSET MANAGEMENT, LLC 547 - 2024-03-31 14,708 $347,000 0
   Concurrent Investment Advisors LLC 645 - 2024-03-31 14,138 $334,000 7
   Elevated Capital Advisors LLC 155 - 2024-03-31 13,612 $321,000 -94
   Collaborative Wealth Managment Inc. 117 - 2024-03-31 13,512 $319,000 0
   WARREN AVERETT ASSET MANAGEMENT, LLC 563 - 2024-03-31 13,016 $307,000 0
   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
   Silicon Hills Wealth Management LLC 72 - 2023-06-30 13,016 $280,000 0
   H D Vest Advisory Services 1337 - 2024-03-31 11,718 $277,000 -714
   Strategic Financial Concepts LLC 236 - 2024-03-31 11,710 $276,000 2,320
   Prime Capital Investment Advisors LLC 810 - 2024-03-31 11,061 $261,000 1,199
   Sigma Planning Corp 1014 - 2024-03-31 10,933 $258,000 10,933
   PRUDENTIAL FINANCIAL INC 2397 *New 2024-03-31 10,684 $252,000 10,684
   MORGAN STANLEY 5462 - 2024-03-31 10,273 $243,000 -4,076
   High Net Worth Advisory Group LLC 190 - 2024-03-31 9,900 $234,000 0
   Modern Wealth Management LLC 300 - 2024-03-31 9,257 $217,000 70
   Smith Anglin Financial LLC 179 *New 2024-03-31 9,006 $213,000 9,006
   WEDBUSH MORGAN SECURITIES INC 1063 *New 2024-03-31 8,967 $212,000 8,967
   CENTAURUS FINANCIAL INC. 634 - 2024-03-31 7,833 $185,000 0
   HARBOUR INVESTMENTS INC. 1121 - 2023-12-31 4,571 $102,000 64
   GPS Wealth Strategies Group LLC 401 - 2024-03-31 3,863 $91,000 -557
   Capital Investment Advisory Services LLC 631 *New 2024-03-31 2,560 $60,000 2,560
   ATTICUS WEALTH MANAGEMENT LLC 262 - 2024-03-31 1,788 $42,000 34
   Qube Research & Technologies Ltd 3037 - 2024-03-31 1,777 $42,000 0
   PRIVATE TRUST CO NA 1240 - 2024-03-31 1,500 $35,000 0
   UBS Group AG 5691 - 2024-03-31 832 $20,000 -2,061
   Ahrens Investment Partners LLC 469 *New 2023-03-31 1,000 $20,000 1,000
   Newbridge Financial Services Group Inc. 638 - 2024-03-31 699 $17,000 0
   Steward Partners Investment Advisory LLC 2710 - 2024-03-31 500 $12,000 0
   Concord Wealth Partners 597 - 2024-03-31 350 $8,000 6
   Financial Advisory Service Inc. 426 *New 2024-03-31 155 $4,000 155
   CWM LLC 3706 - 2024-03-31 183 $4,000 -246
   Caitlin John LLC 690 - 2023-12-31 98 $2,000 0
   Future Financial Wealth Managment LLC 466 *New 2024-03-31 28 $1,000 28
   FMR LLC 4716 - 2024-03-31 1 $0 1
   HARVEST VOLATILITY MANAGEMENT LLC 7 *Closed 2024-03-31 0 $0 -26,309
   Meridian Wealth Management LLC 244 *Closed 2024-03-31 0 $0 -9,599
   PROEQUITIES INC. 3513 - 2024-03-31 0 $0 0
   Focused Wealth Management Inc 528 *Closed 2024-03-31 0 $0 -240
   Atlas Private Wealth Advisors 138 *Closed 2024-03-31 0 $0 -13,108
   AlphaCore Capital LLC 305 *Closed 2024-03-31 0 $0 -49
   WELLS FARGO & CO/MN 6688 - 2024-03-31 1 $0 0
   Goss Wealth Management LLC 3951 *Closed 2024-03-31 0 $0 -45
   HPM Partners LLC 2308 *Closed 2024-03-31 0 $0 -16,092
   FIFTH THIRD BANCORP 2558 *Closed 2024-03-31 0 $0 -1,060
   Betterment LLC 359 *Closed 2024-03-31 0 $0 -10,463
  77 Records found
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