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Get Institutions for : 
Virtus Infracap Us Preferred Stock Etf (PFFA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    19
Total shares held : 
 6,051,393  
% of shares held : 
 68.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 1,228,259  
% of shares held change : 
   13.88%  
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 :
22
 1,092,651
 18.06%
 
Increased Positions :
36
 1,052,157
 17.39%
 
Unchanged Positions :
17
 59,389
 0.98%
 
Decreased Positions :
14
-852,634
-14.09%
 
Closed Positions :
3
-63,915
-1.06%
 
Guru Positions :
1
247,410
 4.09%
 
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
   LPL FINANCIAL CORP 807 - 2024-03-31 1,266,748 $26,538,000 179,813
   Advisor Group Holdings Inc. 494 - 2024-03-31 743,196 $15,571,000 53,143
   ROYAL BANK OF CANADA 1306 - 2024-03-31 672,326 $14,086,000 467,578
   INFRASTRUCTURE CAPITAL ADVISORS LLC 16 - 2024-03-31 473,039 $9,910,000 0
   MML INVESTORS SERVICES LLC 532 - 2024-03-31 314,546 $6,590,000 23,301
   Black Swift Group LLC 12 - 2024-03-31 286,270 $5,997,000 51,620
   LEUCADIA NATIONAL CORP -- Notable Guru -- 172 - 2024-03-31 247,410 $5,183,000 -11,831
   Sound Income Strategies LLC 80 - 2024-03-31 214,557 $4,495,000 20,844
   Steward Partners Investment Advisory LLC 365 - 2024-03-31 204,607 $4,287,000 155,111
   Equitable Holdings Inc. 297 - 2024-03-31 182,143 $3,816,000 16,992
   Secure Asset Management LLC 20 - 2024-03-31 174,617 $3,658,000 25,955
   Foundations Investment Advisors LLC 168 - 2024-03-31 173,181 $3,628,000 7,061
   U.S. Capital Wealth Advisors LLC 183 - 2024-03-31 131,410 $2,753,000 770
   JANNEY MONTGOMERY SCOTT LLC 1041 - 2024-03-31 119,101 $2,495,000 49,285
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1179 - 2024-03-31 108,043 $2,264,000 38,287
   Lido Advisors LLC 390 - 2024-03-31 93,315 $1,955,000 21,200
   SHEETS SMITH & ASSOCIATES INC 103 - 2024-03-31 92,867 $1,946,000 7,092
   RFG Advisory Group LLC 228 - 2024-03-31 90,981 $1,906,000 23,590
   COMMONWEALTH EQUITY SERVICES LLC. 1815 - 2024-03-31 89,538 $1,876,000 6,954
   PROEQUITIES INC. 197 - 2024-03-31 79,587 $1,667,000 7,655
   SMITH MOORE & CO. 120 *New 2024-03-31 76,964 $1,612,000 76,964
   Apollon Wealth Management LLC 343 - 2024-03-31 74,814 $1,567,000 -1,927
   Capital Analysts Inc. 194 - 2024-03-31 74,498 $1,561,000 -1,749
   Samalin Investment Counsel LLC 26 - 2024-03-31 73,841 $1,547,000 2,604
   Claybrook Capital LLC 41 - 2023-09-30 72,115 $1,395,000 0
   STIFEL FINANCIAL CORP 2007 - 2024-03-31 63,169 $1,323,000 27,510
   ADVISORY SERVICES NETWORK, LLC 586 - 2024-03-31 62,754 $1,315,000 57,524
   Pasadena Private Wealth LLC 39 - 2024-03-31 58,825 $1,232,000 -7,846
   Belpointe Asset Management LLC 219 *New 2024-03-31 57,601 $1,207,000 57,601
   HIGHTOWER ADVISORS, LLC 1680 - 2024-03-31 57,243 $1,198,000 8,193
   Empire Financial Management Company LLC 81 - 2024-03-31 50,619 $1,060,000 46
   Arete Wealth Advisors LLC 215 - 2024-03-31 46,956 $979,000 -23,138
   NATIONAL ASSET MANAGEMENT, INC. 556 - 2024-03-31 46,347 $896,000 472
   WHITTIER TRUST CO 398 - 2024-03-31 38,760 $812,000 38,460
   All Season Financial Advisors Inc. 38 - 2024-03-31 35,494 $744,000 -1,764
   Wealthcare Advisory Partners LLC 452 - 2024-03-31 35,175 $737,000 2,182
   Tempus Wealth Planning LLC 93 - 2024-03-31 30,000 $629,000 0
   RAYMOND JAMES & ASSOCIATES 2888 *New 2024-03-31 29,650 $621,000 29,650
   ENVESTNET ASSET MANAGEMENT INC 3296 - 2024-03-31 28,736 $602,000 5,497
   DAVENPORT & CO LLC 765 - 2024-03-31 25,450 $533,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2459 - 2024-03-31 24,874 $521,000 12,462
   Orion Portfolio Solutions LLC 1247 *New 2024-03-31 24,497 $513,000 24,497
   LifePro Asset Management 70 *New 2024-03-31 22,784 $477,000 22,784
   Private Advisor Group LLC 1559 - 2024-03-31 22,219 $465,000 5,128
   Kestra Advisory Services LLC 1735 - 2024-03-31 20,895 $438,000 1,980
   Atlas Wealth Partners LLC 7 - 2024-03-31 20,000 $417,000 2,225
   GTS SECURITIES LLC 870 - 2024-03-31 19,398 $406,000 24
   Cetera Investment Advisers 2767 *New 2024-03-31 18,910 $396,000 18,910
   FINANCIAL NETWORK 2095 - 2024-03-31 18,399 $385,000 800
   Beacon Financial Advisory LLC 179 - 2024-03-31 14,308 $300,000 -1,031
   BB&T CORP 2272 - 2024-03-31 13,763 $288,000 0
   HILLTOP HOLDINGS INC. 516 - 2024-03-31 13,405 $281,000 -1,500
   HUDSON VALLEY INVESTMENT ADVISORS INC 159 *New 2024-03-31 12,000 $251,000 12,000
   Tradition Wealth Management LLC 339 - 2024-03-31 11,516 $241,000 -1,017
   Lion Street Advisors LLC 224 - 2024-03-31 10,623 $220,000 0
   WSFS CAPITAL MANAGEMENT LLC 376 *New 2024-03-31 10,367 $217,000 10,367
   Great Waters Wealth Management 93 - 2024-03-31 10,000 $210,000 0
   COMERICA BANK 2278 - 2024-03-31 9,960 $209,000 9,765
   DAVIDSON D A & CO 1280 - 2024-03-31 9,922 $208,000 -1,193
   Founders Financial Alliance LLC 260 - 2024-03-31 9,751 $204,000 109
   Goss Wealth Management LLC 1876 - 2024-03-31 8,260 $173,000 -666
   MORGAN STANLEY 5721 - 2024-03-31 5,552 $116,000 1,602
   PRIVATE TRUST CO NA 816 - 2024-03-31 5,527 $116,000 44
   Creekmur Asset Management LLC 161 - 2024-03-31 5,353 $112,000 -11,537
   SIGNATUREFD, LLC 1181 - 2024-03-31 4,826 $101,000 952
   ALPHAMARK ADVISORS LLC 277 - 2024-03-31 4,750 $100,000 195
   Qube Research & Technologies Ltd 2821 - 2024-03-31 4,677 $98,000 3,020
   MONTAG A & ASSOCIATES INC 506 - 2024-03-31 4,054 $85,000 0
   Householder Group Estate & Retirement Specialist L 385 - 2024-03-31 3,847 $81,000 0
   NATIONAL BANK OF CANADA /FI/ 1424 - 2024-03-31 3,879 $81,000 7
   PRINCIPAL SECURITIES INC. 1375 - 2024-03-31 3,602 $75,000 180
   WEBSTER BANK 300 - 2024-03-31 3,472 $73,000 0
   Bank Julius Baer & Co. Ltd Zurich 453 - 2024-03-31 3,200 $67,000 0
   Anfield Capital Management LLC 100 *New 2024-03-31 2,692 $56,000 2,692
   CWM LLC 2212 - 2024-03-31 2,621 $55,000 -68
   HARBOUR INVESTMENTS INC. 1414 - 2023-12-31 2,654 $55,000 5
   Ahrens Investment Partners LLC 350 *New 2023-03-31 2,233 $43,000 2,233
   Spire Wealth Management 1279 - 2024-03-31 1,993 $42,000 0
   HANSON MCCLAIN, INC. 1362 - 2024-03-31 2,021 $42,000 63
   PNC FINANCIAL SERVICES GROUP INC 3082 - 2024-03-31 1,900 $40,000 1,000
   Founders Capital Management 177 - 2024-03-31 1,600 $34,000 0
   FTB Advisors Inc. 1235 - 2024-03-31 1,250 $26,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 182 - 2024-03-31 1,082 $23,000 34
   Global Retirement Partners LLC 1742 - 2024-03-31 1,028 $22,000 -698
   Atlantic Trust Group LLC 2014 *New 2024-03-31 1,000 $21,000 1,000
   AdvisorNet Financial Inc 1047 - 2024-03-31 986 $21,000 31
   Raleigh Capital Management Inc. 434 - 2024-03-31 860 $18,000 0
   TOMPKINS FINANCIAL CORP 454 - 2024-03-31 750 $16,000 0
   IFP Advisors Inc 1997 *New 2023-12-31 706 $15,000 706
   Aspect Partners LLC 225 - 2024-03-31 647 $14,000 40
   Pathway Financial Advisers LLC 337 - 2024-03-31 529 $11,000 0
   Wiser Advisor Group LLC 185 *New 2024-03-31 508 $11,000 508
   Cape Investment Advisory Inc. 655 - 2023-12-31 500 $10,000 0
   BNP PARIBAS ARBITRAGE SA 2873 *New 2024-03-31 435 $9,000 435
   TRUSTCORE FINANCIAL SERVICES LLC 749 - 2022-12-31 448 $8,000 91
   HIGHLANDER CAPITAL MANAGEMENT, LLC 472 - 2024-03-31 400 $8,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1992 - 2024-03-31 335 $7,000 0
   UBS Group AG 6202 - 2024-03-31 301 $6,000 300
   SIMPLEX TRADING LLC 1993 *New 2024-03-31 277 $5,000 277
   Larson Financial Group LLC 1210 - 2024-03-31 217 $5,000 0
  100 Records found
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