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Get Institutions for : 
Overlay Shares Core Bond Etf (OVB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    3
Total shares held : 
 845,526  
% of shares held : 
 9.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -50,818  
% of shares held change : 
   -0.56%  
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
 12,339
 1.46%
 
Increased Positions :
5
 83,958
 9.93%
 
Unchanged Positions :
3
 1,192
 0.14%
 
Decreased Positions :
4
-76,650
-9.07%
 
Closed Positions :
5
-70,465
-8.33%
 
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
   HIGHTOWER ADVISORS, LLC 736 - 2024-03-31 421,477 $8,810,000 14,183
   Lakeview Capital Partners LLC 23 - 2024-03-31 223,189 $4,665,000 15,504
   Truadvice LLC 17 *New 2023-09-30 181,796 $3,535,000 181,796
   IFP Advisors Inc 284 - 2023-12-31 77,224 $1,588,000 -2,895
   J P MORGAN CHASE & CO 3726 - 2024-03-31 24,138 $504,000 -10,258
   GTS SECURITIES LLC 798 - 2024-03-31 23,534 $492,000 9,496
   SANDY SPRING BANK 291 - 2024-03-31 20,112 $420,000 -154
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4178 - 2024-03-31 12,844 $268,000 -44,777
   WELLS FARGO & CO/MN 4119 - 2024-03-31 6,896 $144,000 6,487
   Cape Investment Advisory Inc. 584 - 2023-12-31 730 $15,000 0
   MORGAN STANLEY 6469 - 2024-03-31 463 $10,000 1
   UBS Group AG 6138 - 2024-03-31 324 $7,000 -750
   OLD MISSION CAPITAL LLC 885 *Closed 2024-03-31 0 $0 -12,397
   CITADEL ADVISORS LLC 6052 *Closed 2024-03-31 0 $0 -11,930
   PROEQUITIES INC. 7790 - 2024-03-31 0 $0 0
  15 Records found
  1    
  Page 1 of 1
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