Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Foliobeyond Rising Rates Etf (RISR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
1,077,309  
% of shares held : 
33.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
-292,388  
% of shares held change : 
  -9%  
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
 36,231
 3.36%
 
Increased Positions :
7
 190,634
 17.7%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
14
-216,293
-20.08%
 
Closed Positions :
5
-302,960
-28.12%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Smart Money Group LLC 11 - 2024-03-31 205,957 $7,133,000 -9,319
   J.W. COLE ADVISORS INC. 74 - 2024-03-31 174,084 $5,754,000 -26,993
   BB&T CORP 1066 - 2024-03-31 96,643 $3,194,000 -3,562
   JANE STREET GROUP LLC 1850 - 2024-03-31 84,480 $2,792,000 42,294
   Semmax Financial Advisors Inc. 52 - 2024-03-31 69,638 $2,419,000 -34,548
   ALTFEST L J & CO INC 55 - 2024-03-31 67,893 $2,244,000 -19,655
   Advisor Group Holdings Inc. 1617 - 2024-03-31 66,444 $2,196,000 -6,485
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1310 - 2024-03-31 56,296 $1,861,000 860
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2127 - 2024-03-31 43,620 $1,442,000 20,705
   Kingsview Wealth Management LLC 434 - 2024-03-31 38,988 $1,289,000 14,006
   BlackDiamond Wealth Management Inc. 41 - 2024-03-31 26,564 $878,000 172
   Capital Advisors Ltd. LLC 119 - 2024-03-31 22,622 $748,000 -2,507
   MISSION WEALTH MANAGEMENT LLC 360 *New 2024-03-31 18,866 $624,000 18,866
   Toroso Investments LLC 1090 - 2024-03-31 17,756 $587,000 -750
   CITADEL ADVISORS LLC 3767 - 2024-03-31 14,814 $490,000 0
   Family Investment Center Inc. 46 *New 2024-03-31 14,621 $483,000 14,621
   ENVESTNET ASSET MANAGEMENT INC 3582 - 2024-03-31 11,171 $369,000 240
   OLD MISSION CAPITAL LLC 661 - 2024-03-31 10,529 $348,000 3,937
   HARBOUR INVESTMENTS INC. 676 - 2023-12-31 10,733 $336,000 -4,032
   Mutual Advisors LLC 942 *New 2024-03-31 7,435 $246,000 7,435
   Onyx Bridge Wealth Group LLC 220 *New 2024-03-31 6,973 $240,000 6,973
   MML INVESTORS SERVICES LLC 2263 - 2024-03-31 7,086 $234,000 658
   MORGAN STANLEY 5711 - 2024-03-31 3,595 $119,000 -9,123
   Creekmur Asset Management LLC 444 - 2024-03-31 397 $13,000 -603
   Impact Partnership Wealth LLC 459 - 2024-03-31 272 $9,000 0
   Spire Wealth Management 1867 *New 2024-03-31 176 $6,000 176
   UBS Group AG 6413 - 2024-03-31 135 $4,000 -3,931
   FMR LLC 4939 - 2024-03-31 1 $0 1
   Kaizen Financial Strategies 127 *Closed 2024-03-31 0 $0 -7,100
   AdvisorNet Financial Inc 2136 *Closed 2024-03-31 0 $0 -3
   PROEQUITIES INC. 7436 - 2024-03-31 0 $0 0
   HPM Partners LLC 2341 *Closed 2024-03-31 0 $0 -6,885
   Insight Financial Services 153 *Closed 2024-03-31 0 $0 0
   Clear Point Advisors Inc. 533 - 2024-03-31 2 $0 0

  34 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results