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Get Institutions for : 
Us Treasury 2 Year Note Etf (UTWO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    12
Total shares held : 
 3,441,970  
% of shares held : 
 38.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 810,128  
% 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 :
17
 246,470
 7.16%
 
Increased Positions :
18
 755,351
 21.95%
 
Unchanged Positions :
8
 19,892
 0.58%
 
Decreased Positions :
15
-177,739
-5.16%
 
Closed Positions :
5
-13,954
-0.41%
 
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
   Wealthquest Corp 8 - 2024-03-31 798,762 $38,412,000 -82,326
   Boothe Investment Group Inc. - 2024-03-31 443,929 $21,349,000 -135,065
   LPL FINANCIAL CORP 1050 - 2024-03-31 330,434 $15,891,000 34,902
   COMMONWEALTH EQUITY SERVICES LLC. 583 - 2024-03-31 330,208 $15,880,000 38,118
   MORGAN STANLEY 2992 - 2024-03-31 301,926 $14,520,000 191,247
   Kestra Advisory Services LLC 375 - 2024-03-31 165,178 $7,943,000 -1,564
   Stratos Wealth Advisors LLC 86 - 2024-03-31 100,294 $4,823,000 -310
   Empirical Asset Management LLC 5 - 2024-03-31 91,655 $4,408,000 4,563
   JANE STREET GROUP LLC 1432 - 2024-03-31 87,966 $4,230,000 -71,497
   CITADEL ADVISORS LLC 2038 *New 2024-03-31 64,894 $3,121,000 64,894
   Kraft Davis & Associates LLC 34 *New 2024-03-31 53,270 $2,547,000 53,270
   Comprehensive Portfolio Management LLC 158 - 2024-03-31 51,549 $2,479,000 42,736
   ENVESTNET ASSET MANAGEMENT INC 2438 - 2024-03-31 51,172 $2,461,000 -25,196
   STIFEL FINANCIAL CORP 1744 - 2024-03-31 40,177 $1,932,000 5,227
   ATRIA INVESTMENTS LLC 624 - 2023-12-31 38,803 $1,876,000 3,515
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1001 *New 2024-03-31 35,361 $1,701,000 35,361
   H D Vest Advisory Services 589 - 2024-03-31 34,096 $1,640,000 17,568
   UBS Group AG 3208 - 2024-03-31 31,382 $1,509,000 4,553
   Goss Wealth Management LLC 815 - 2024-03-31 29,787 $1,432,000 207
   J.W. COLE ADVISORS INC. 304 - 2024-03-31 25,199 $1,212,000 -2,425
   WEALTH BUILDERS 102 - 2024-03-31 22,764 $1,095,000 -7,822
   Flagship Private Wealth LLC 30 - 2024-03-31 21,041 $1,012,000 -18,287
   Private Advisor Group LLC 1165 - 2024-03-31 20,400 $981,000 -1,566
   THOROUGHBRED FINANCIAL SERVICES LLC 217 - 2024-03-31 17,879 $859,000 -2,433
   Wealthcare Advisory Partners LLC 423 - 2024-03-31 16,776 $807,000 3,161
   Equitable Holdings Inc. 760 - 2024-03-31 11,887 $572,000 3,810
   F/M Investments LLC 40 - 2024-03-31 11,474 $552,000 -58,644
   BANK OF MONTREAL /CAN/ 2055 - 2024-03-31 10,550 $508,000 0
   Spinnaker Investment Group LLC 54 - 2024-03-31 10,348 $498,000 70
   FINANCIAL NETWORK 2102 - 2024-03-31 7,900 $380,000 -2,120
   MML INVESTORS SERVICES LLC 2042 - 2024-03-31 6,759 $325,000 1,358
   MARINO STRAM & ASSOCIATES LLC 132 - 2024-03-31 6,683 $321,000 1,232
   Aptus Capital Advisors LLC 617 *New 2024-03-31 6,170 $297,000 6,170
   Financial Guidance Group Inc. 48 - 2024-03-31 6,170 $297,000 -79
   Revolve Wealth Partners LLC 140 - 2024-03-31 5,701 $274,000 0
   Alpha Financial Partners LLC 53 - 2024-03-31 5,376 $259,000 58
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2840 *New 2024-03-31 5,096 $245,000 5,096
   GRIES FINANCIAL LLC 240 - 2024-03-31 4,895 $235,000 0
   BB&T CORP 2386 *New 2024-03-31 4,831 $232,000 4,831
   Sigma Planning Corp 1077 - 2024-03-31 4,679 $225,000 4,679
   Vontobel Holding Ltd. 986 - 2024-03-31 4,545 $219,000 -1,055
   Kovack Advisors Inc. 420 - 2024-03-31 4,541 $218,000 15
   HARBOUR INVESTMENTS INC. 897 - 2023-12-31 3,727 $180,000 -300
   CULLEN FROST BANKERS INC 507 - 2024-03-31 3,500 $168,000 0
   WELLS FARGO & CO/MN 4162 - 2024-03-31 2,811 $135,000 -3,420
   Lindbrook Capital LLC 543 - 2024-03-31 2,022 $97,000 22
   Parallel Advisors LLC 1179 - 2024-03-31 2,000 $96,000 -1,320
   BENJAMIN F. EDWARDS & COMPANY INC. 1311 - 2024-03-31 952 $46,000 249
   Advisor Group Holdings Inc. 4959 - 2024-03-31 684 $33,000 684
   PRINCIPAL SECURITIES INC. 1790 *New 2024-03-31 624 $30,000 624
   West Branch Capital LLC 213 - 2024-03-31 524 $25,000 3
   TOWER RESEARCH CAPITAL LLC 3223 *New 2024-03-31 339 $16,000 339
   HANSON MCCLAIN, INC. 2148 - 2024-03-31 183 $9,000 0
   Front Row Advisors LLC 744 - 2024-03-31 100 $5,000 0
   Lido Advisors LLC 1186 *Closed 2024-03-31 0 $0 -58,635
   Dynamic Advisors Solutions LLC 934 *Closed 2024-03-31 0 $0 -39,939
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5413 *Closed 2024-03-31 0 $0 -61,190
   SIMPLEX TRADING LLC 2386 *Closed 2024-03-31 0 $0 -491
   Belvedere Trading LLC 246 *Closed 2024-03-31 0 $0 -5,306
   PROEQUITIES INC. 3971 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 2416 *Closed 2024-03-31 0 $0 -53
   RAYMOND JAMES & ASSOCIATES 3829 *Closed 2024-03-31 0 $0 -31,000
   DHJJ Financial Advisors Ltd. 719 - 2024-03-31 2 $0 0
   GRADIENT INVESTMENTS LLC 1632 *Closed 2024-03-31 0 $0 -662
   FMR LLC 5579 - 2024-03-31 1 $0 -654
   Stratos Wealth Partners LTD. 1451 *Closed 2024-03-31 0 $0 -13,774
   NATIONAL ASSET MANAGEMENT, INC. 1502 *Closed 2024-03-31 0 $0 -66,216
   Truvestments Capital LLC 672 *Closed 2024-03-31 0 $0 -55
   Penserra Capital Management LLC 1437 *Closed 2024-03-31 0 $0 -153
  69 Records found
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