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Get Institutions for : 
Us Treasury 10 Year Note Etf (UTEN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    7
Total shares held : 
 2,214,818  
% of shares held : 
 24.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 1,620,187  
% of shares held change : 
   18%  
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 :
10
 1,366,838
 61.71%
 
Increased Positions :
4
 376,216
 16.99%
 
Unchanged Positions :
4
 76,308
 3.45%
 
Decreased Positions :
7
-93,307
-4.21%
 
Closed Positions :
3
-29,560
-1.33%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   FINANCEWARE, INC. 6 - 2024-03-31 442,686 $19,500,000 -575,017
   ALTFEST L J & CO INC 20 - 2024-03-31 226,134 $9,961,000 47,491
   Valtinson Bruner Financial Planning LLC 7 *New 2024-03-31 168,449 $7,420,000 168,449
   Signal Advisors Wealth LLC 9 - 2024-03-31 139,475 $6,144,000 73,478
   Foguth Wealth Management LLC. 4 - 2024-03-31 139,475 $6,144,000 0
   LPL FINANCIAL CORP 1694 - 2024-03-31 124,948 $5,504,000 -2,767
   JANE STREET GROUP LLC 1355 - 2024-03-31 103,389 $4,554,000 74,165
   COMMONWEALTH EQUITY SERVICES LLC. 1270 - 2024-03-31 96,348 $4,244,000 75,862
   Empirical Asset Management LLC 15 - 2024-03-31 50,247 $2,213,000 1,769
   AE Wealth Management LLC 467 - 2024-03-31 49,549 $2,183,000 33,696
   JANNEY MONTGOMERY SCOTT LLC 1133 - 2024-03-31 47,475 $2,091,000 21,525
   THOROUGHBRED FINANCIAL SERVICES LLC 121 - 2024-03-31 40,776 $1,796,000 -11,234
   Stratos Wealth Advisors LLC 216 - 2024-03-31 40,018 $1,763,000 -3,244
   Truadvice LLC 49 *New 2023-09-30 34,428 $1,467,000 34,428
   UBS Group AG 3340 - 2024-03-31 29,472 $1,298,000 23,895
   Wealthcare Advisory Partners LLC 409 - 2024-03-31 19,201 $846,000 -3,172
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 80 - 2024-03-31 16,833 $741,000 2,934
   Kestra Advisory Services LLC 1447 - 2024-03-31 15,799 $696,000 -260
   F/M Investments LLC 43 - 2024-03-31 10,904 $480,000 -247,656
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3509 *New 2024-03-31 10,521 $463,000 10,521
   SG AMERICAS SECURITIES LLC 1249 - 2024-03-31 10,309 $454,000 0
   CITADEL ADVISORS LLC 4476 - 2024-03-31 5,096 $224,000 -6,165
   J P MORGAN CHASE & CO 4549 *New 2024-03-31 1,895 $83,000 1,895
   SIMPLEX TRADING LLC 1602 - 2024-03-31 597 $26,000 -286
   CWM LLC 4177 - 2024-03-31 17 $1,000 0
   MORGAN STANLEY 7187 - 2024-03-31 1 $0 0
   Lido Advisors LLC 1206 *Closed 2024-03-31 0 $0 -250,339
   PROEQUITIES INC. 7858 - 2024-03-31 0 $0 0
   Goss Wealth Management LLC 3909 *Closed 2024-03-31 0 $0 -217
   NATIONAL ASSET MANAGEMENT, INC. 1501 *Closed 2024-03-31 0 $0 -149,106
   DHJJ Financial Advisors Ltd. 820 - 2024-03-31 2 $0 0
  31 Records found
  1    
  Page 1 of 1
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