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Get Institutions for : 
Xtrackers S&p 500 Esg Etf (SNPE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    13
Total shares held : 
8,976,415  
% of shares held : 
77.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  19  
Amount of shares held : 
471,077  
% of shares held change : 
  4.04%  
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 :
16
 442,443
 4.93%
 
Increased Positions :
27
 556,562
 6.2%
 
Unchanged Positions :
12
 56,592
 0.63%
 
Decreased Positions :
21
-482,723
-5.38%
 
Closed Positions :
3
-45,205
-0.5%
 
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
   J P MORGAN CHASE & CO 875 - 2024-03-31 2,062,904 $98,669,000 2,050,719
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 132 - 2024-03-31 1,480,800 $70,827,000 0
   MORGAN STANLEY 1747 - 2024-03-31 1,054,975 $50,460,000 -116,725
   WCG Wealth Advisors LLC 1 - 2024-03-31 960,950 $45,962,000 -128,118
   UBS Group AG 973 - 2024-03-31 651,822 $31,177,000 -104,962
   LPL FINANCIAL CORP 792 - 2024-03-31 582,138 $27,844,000 11,643
   BANK OF AMERICA CORP /DE/ 2051 - 2024-03-31 361,319 $17,282,000 -9,737
   FIFTH THIRD BANCORP 203 - 2024-03-31 313,589 $14,999,000 -28,324
   AMERIPRISE FINANCIAL INC 1583 - 2024-03-31 273,140 $12,275,000 77,134
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 709 - 2024-03-31 253,052 $12,103,000 -1,326
   PRINCIPAL FINANCIAL GROUP INC 1257 - 2024-03-31 231,239 $11,060,000 -21,436
   APCM Wealth Management for Individuals 18 - 2024-03-31 189,144 $9,047,000 -10,159
   PRUDENTIAL CORP PLC 212 - 2024-03-31 143,000 $6,840,000 6,000
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 590 - 2024-03-31 140,489 $6,720,000 -571
   WELLS FARGO & CO/MN 1795 - 2024-03-31 139,926 $6,693,000 1,233
   SHEETS SMITH & ASSOCIATES INC 36 - 2024-03-31 133,829 $6,401,000 -22,646
   GOLDMAN SACHS GROUP INC/ 2456 - 2024-03-31 120,019 $5,741,000 104,934
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 529 - 2024-03-31 118,243 $5,656,000 -8,549
   One Capital Management LLC 105 - 2024-03-31 117,861 $5,637,000 -6,556
   Gateway Wealth Partners LLC 8 - 2024-03-31 109,618 $5,243,000 -43,429
   ENVESTNET ASSET MANAGEMENT INC 2177 - 2024-03-31 77,120 $3,689,000 4,396
   Advisor Group Holdings Inc. 1386 - 2024-03-31 63,648 $3,044,000 -1,058
   COMMONWEALTH EQUITY SERVICES LLC. 1496 - 2024-03-31 61,124 $2,924,000 970
   Migdal Insurance & Financial Holdings Ltd. 103 - 2024-03-31 56,330 $2,694,000 15,546
   GenWealth Group Inc. 30 *New 2024-03-31 55,593 $2,659,000 55,593
   ROYAL BANK OF CANADA 2325 - 2024-03-31 55,129 $2,637,000 -8,396
   RETIREMENT CAPITAL STRATEGIES 26 - 2024-03-31 52,293 $2,501,000 39,129
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 97 - 2024-03-31 44,021 $2,106,000 6,793
   Stratos Wealth Partners LTD. 421 - 2024-03-31 43,174 $2,065,000 5,045
   Nelson Van Denburg & Campbell Wealth Management Gr 159 *New 2024-03-31 41,596 $1,990,000 41,596
   Insight Wealth Partners LLC 19 - 2024-03-31 39,891 $1,908,000 5,465
   Pine Valley Investments Ltd Liability Co 163 - 2024-03-31 37,132 $1,776,000 -235,441
   Focus Financial Network Inc. 190 - 2024-03-31 36,758 $1,675,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 234 - 2023-12-31 38,004 $1,655,000 0
   RSM US WEALTH MANAGEMENT LLC 215 - 2024-03-31 31,055 $1,485,000 3,515
   RENAISSANCE TECHNOLOGIES LLC 2338 - 2024-03-31 26,200 $1,253,000 -3,600
   Kestra Advisory Services LLC 1105 - 2024-03-31 26,157 $1,251,000 878
   TWO SIGMA INVESTMENTS LLC 1718 - 2024-03-31 25,600 $1,224,000 -16,600
   Orion Portfolio Solutions LLC 897 - 2024-03-31 25,282 $1,209,000 146
   FLOW TRADERS U.S. LLC 302 *New 2024-03-31 21,508 $1,029,000 21,508
   PALLADIEM LLC 20 - 2023-09-30 22,135 $867,000 -9,775
   HANSON MCCLAIN, INC. 509 - 2024-03-31 12,463 $596,000 739
   RAYMOND JAMES & ASSOCIATES 2942 - 2024-03-31 12,163 $582,000 2,202
   Goldstein Advisors LLC 73 - 2024-03-31 12,130 $580,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2369 - 2024-03-31 9,206 $440,000 1,017
   Heirloom Wealth Management 40 - 2024-03-31 8,351 $399,000 -13,435
   Jump Financial LLC 1315 - 2024-03-31 7,813 $374,000 -16,867
   PRIVATE TRUST CO NA 452 - 2024-03-31 7,554 $361,000 4,285
   Hartland & Co. LLC 375 *New 2024-03-31 7,256 $346,000 7,256
   TOWER RESEARCH CAPITAL LLC 1100 - 2024-03-31 6,968 $333,000 5,924
   Fermata Advisors LLC 155 - 2024-03-31 6,894 $330,000 16
   H D Vest Advisory Services 1260 - 2024-03-31 6,624 $317,000 0
   Financial Gravity Wealth Inc. 89 *New 2024-03-31 6,148 $294,000 6,148
   Fragasso Group Inc. 213 - 2024-03-31 6,012 $288,000 18
   HILL ISLAND FINANCIAL LLC 57 - 2024-03-31 5,260 $252,000 12
   GSB Wealth Management LLC 198 - 2024-03-31 4,916 $235,000 9
   RF&L WEALTH MANAGEMENT LLC 51 - 2024-03-31 4,697 $225,000 0
   Baird Financial Group Inc. 1635 - 2024-03-31 4,700 $225,000 0
   LJI Wealth Management LLC 143 *New 2024-03-31 4,280 $205,000 4,280
   Jupiter Wealth Management LLC 88 - 2024-03-31 2,987 $141,000 0
   Goss Wealth Management LLC 2027 - 2024-03-31 2,257 $108,000 0
   TD Waterhouse Canada Inc. 894 - 2024-03-31 2,163 $103,000 0
   Tyler-Stone Wealth Management 276 *New 2024-03-31 2,007 $96,000 2,007
   AdvisorNet Financial Inc 655 - 2024-03-31 1,872 $90,000 2
   Carolina Wealth Advisors LLC 98 - 2024-03-31 1,323 $63,000 0
   WFA Asset Management Corp 92 - 2024-03-31 1,286 $62,000 3
   FMR LLC 3426 - 2024-03-31 1,026 $49,000 740
   NOMURA ASSET MANAGEMENT CO LTD 1187 - 2024-03-31 680 $33,000 -4,220
   Qube Research & Technologies Ltd 3102 - 2024-03-31 631 $30,000 -3,220
   IAG Wealth Partners LLC 209 - 2024-03-31 586 $28,000 0
   HORIZON INVESTMENTS, LLC/SC 642 - 2024-03-31 395 $19,000 -6
   BANK OF MONTREAL /CAN/ 3205 - 2024-03-31 278 $13,000 0
   BNP PARIBAS ARBITRAGE SA 2857 *New 2024-03-31 238 $11,000 238
   PNC FINANCIAL SERVICES GROUP INC 3732 - 2024-03-31 187 $9,000 -67
   Tradewinds Capital Management LLC 466 - 2024-03-31 19 $1,000 0
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1333 *Closed 2024-03-31 0 $0 -49,853
   BDO Wealth Advisors LLC 977 *Closed 2023-06-30 0 $0 -16,500
   MEITAV DASH INVESTMENTS LTD 266 *Closed 2024-03-31 0 $0 -12,970
   PROEQUITIES INC. 4478 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 2612 *Closed 2024-03-31 0 $0 -2,041
   RESOLUTE FINANCIAL LLC 112 *Closed 2022-12-31 0 $0 -11,522
   US BANCORP 3903 *Closed 2024-03-31 0 $0 -4
   JANE STREET GROUP LLC 5807 *Closed 2024-03-31 0 $0 -13,997
   HRT FINANCIAL LLC 2590 *Closed 2024-03-31 0 $0 -4,799
   CITADEL ADVISORS LLC 6460 *Closed 2024-03-31 0 $0 -48,600
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6425 *Closed 2024-03-31 0 $0 -58,137
   COMERICA BANK 3767 *Closed 2024-03-31 0 $0 -3,103
   GTS SECURITIES LLC 1739 *Closed 2024-03-31 0 $0 -54,902

  88 Records found
  1    
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