|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Ark Genomic Revolution Multi Sector Etf (ARKG) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
| |
Institutional
Holders
Total
Institutions:
 |
273  16 |
|
|
Total
shares held :
|
18,776,504 |
|
|
% of shares
held :
|
41.44% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-40 |
|
|
Amount
of shares held :
|
3,050,930 |
|
|
% of shares
held change :
|
 6.73% |
|
| Quarter
Price vs. Current Price:
|
|
|
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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  DHK Financial Advisors Inc. |
34 |
- |
2024-03-31 |
44,410 |
$1,277,000 |
0 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
208 |
- |
2023-12-31 |
33,816 |
$1,110,000 |
0 |
|
| Sierra Capital LLC |
96 |
- |
2024-03-31 |
18,671 |
$537,000 |
0 |
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
616 |
- |
2023-12-31 |
13,366 |
$435,000 |
0 |
|
| BRIDGES INVESTMENT MANAGEMENT INC |
170 |
- |
2024-03-31 |
13,604 |
$391,000 |
0 |
|
| New England Private Wealth Advisors LLC |
111 |
- |
2024-03-31 |
11,577 |
$328,000 |
0 |
|
| STRATEGIC ADVISORS LLC |
168 |
- |
2024-03-31 |
11,033 |
$317,000 |
0 |
|
| Moors & Cabot Inc. |
702 |
- |
2024-03-31 |
9,561 |
$275,000 |
0 |
|
| Atlantic Trust LLC |
124 |
- |
2024-03-31 |
8,344 |
$240,000 |
0 |
|
| SIGNATUREFD, LLC |
1226 |
- |
2024-03-31 |
3,267 |
$94,000 |
0 |
|
| Glassman Wealth Services |
102 |
- |
2024-03-31 |
2,382 |
$69,000 |
0 |
|
| Capital Advisors Ltd. LLC |
420 |
- |
2024-03-31 |
2,000 |
$58,000 |
0 |
|
| Naples Money Management LLC |
86 |
- |
2024-03-31 |
1,935 |
$56,000 |
0 |
|
| SANDY SPRING BANK |
615 |
- |
2024-03-31 |
1,430 |
$41,000 |
0 |
|
| Northwest Financial Advisors |
301 |
- |
2024-03-31 |
1,425 |
$41,000 |
0 |
|
| OXFORD FINANCIAL GROUP LTD |
267 |
- |
2023-12-31 |
1,119 |
$37,000 |
0 |
|
| JTC Employer Solutions Trusteee Ltd |
268 |
- |
2024-03-31 |
1,237 |
$36,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
1586 |
- |
2023-12-31 |
1,000 |
$33,000 |
0 |
|
| Sound Income Strategies LLC |
488 |
- |
2024-03-31 |
1,157 |
$33,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1829 |
- |
2024-03-31 |
982 |
$28,000 |
0 |
|
| Bleichroeder LP |
64 |
- |
2023-12-31 |
825 |
$27,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
376 |
- |
2024-03-31 |
849 |
$24,000 |
0 |
|
| Capital Investment Advisory Services LLC |
743 |
- |
2024-03-31 |
800 |
$23,000 |
0 |
|
| ATLAS CAPITAL ADVISORS LLC |
622 |
- |
2024-03-31 |
650 |
$19,000 |
0 |
|
| AllSquare Wealth Management LLC |
304 |
- |
2024-03-31 |
660 |
$19,000 |
0 |
|
| Hartland & Co. LLC |
949 |
- |
2023-12-31 |
593 |
$19,000 |
0 |
|
| Lindbrook Capital LLC |
1306 |
- |
2024-03-31 |
590 |
$17,000 |
0 |
|
| ALBION FINANCIAL GROUP /UT |
293 |
- |
2024-03-31 |
533 |
$15,000 |
0 |
|
| HARTFORD FINANCIAL MANAGEMENT INC. |
298 |
- |
2024-03-31 |
502 |
$14,000 |
0 |
|
| Trifecta Capital Advisors LLC |
194 |
- |
2024-03-31 |
465 |
$13,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
807 |
- |
2024-03-31 |
460 |
$13,000 |
0 |
|
| PROVENCE WEALTH MANAGEMENT GROUP |
293 |
- |
2023-12-31 |
400 |
$13,000 |
0 |
|
| EMC Capital Management |
268 |
- |
2023-12-31 |
387 |
$13,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
693 |
- |
2022-12-31 |
435 |
$12,000 |
0 |
|
| Paladin Advisory Group LLC |
191 |
- |
2024-03-31 |
400 |
$11,000 |
0 |
|
| Pacific Center for Financial Services |
275 |
- |
2023-12-31 |
332 |
$11,000 |
0 |
|
| IAG Wealth Partners LLC |
311 |
- |
2024-03-31 |
351 |
$10,000 |
0 |
|
| FIRST MANHATTAN CO |
1106 |
- |
2023-12-31 |
300 |
$10,000 |
0 |
|
| Compagnie Lombard Odier SCA |
428 |
- |
2024-03-31 |
310 |
$9,000 |
0 |
|
| SOA Wealth Advisors LLC. |
553 |
- |
2024-03-31 |
310 |
$9,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
770 |
- |
2024-03-31 |
290 |
$8,000 |
0 |
|
| Ronald Blue Trust Inc. |
1502 |
- |
2024-03-31 |
267 |
$8,000 |
0 |
|
| Gordian Capital Singapore Pte Ltd |
56 |
- |
2023-12-31 |
250 |
$8,000 |
0 |
|
| CarsonAllaria Wealth Management Ltd. |
274 |
- |
2024-03-31 |
243 |
$7,000 |
0 |
|
| Sunbelt Securities Inc. |
1305 |
- |
2024-03-31 |
194 |
$6,000 |
0 |
|
| KISTLERTIFFANY COMPANIES, LLC |
752 |
- |
2023-06-30 |
182 |
$6,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
913 |
- |
2024-03-31 |
222 |
$6,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
878 |
- |
2023-12-31 |
147 |
$5,000 |
0 |
|
| Asset Dedication LLC |
795 |
- |
2024-03-31 |
174 |
$5,000 |
0 |
|
| Cape Investment Advisory Inc. |
765 |
- |
2023-12-31 |
140 |
$5,000 |
0 |
|
| MILESTONE GROUP INC |
406 |
- |
2024-03-31 |
140 |
$4,000 |
0 |
|
| Sachetta LLC |
574 |
- |
2024-03-31 |
123 |
$4,000 |
0 |
|
| PRIVATE TRUST CO NA |
1983 |
- |
2024-03-31 |
150 |
$4,000 |
0 |
|
| PrairieView Partners LLC |
315 |
- |
2024-03-31 |
126 |
$4,000 |
0 |
|
| Northwest Capital Management Inc |
457 |
- |
2024-03-31 |
149 |
$4,000 |
0 |
|
| HHM Wealth Advisors LLC |
653 |
- |
2023-12-31 |
90 |
$3,000 |
0 |
|
| Capital Analysts Inc. |
978 |
- |
2023-12-31 |
91 |
$3,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
609 |
- |
2024-03-31 |
116 |
$3,000 |
0 |
|
| Bogart Wealth LLC |
870 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
586 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
| Ritter Daniher Financial Advisory LLC / DE |
302 |
- |
2023-12-31 |
51 |
$2,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
737 |
- |
2023-12-31 |
47 |
$2,000 |
0 |
|
| CVA Family Office LLC |
928 |
- |
2024-03-31 |
73 |
$2,000 |
0 |
|
| Silicon Valley Capital Partners |
282 |
- |
2024-03-31 |
62 |
$2,000 |
0 |
|
| SMITHFIELD TRUST CO |
1012 |
- |
2024-03-31 |
71 |
$2,000 |
0 |
|
| WOLFF WIESE MAGANA LLC |
523 |
- |
2024-03-31 |
85 |
$2,000 |
0 |
|
| Larson Financial Group LLC |
1372 |
- |
2024-03-31 |
71 |
$2,000 |
0 |
|
| Biltmore Family Office LLC |
225 |
- |
2023-12-31 |
35 |
$1,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
948 |
- |
2024-03-31 |
50 |
$1,000 |
0 |
|
| BARRETT & COMPANY INC. |
557 |
- |
2024-03-31 |
25 |
$1,000 |
0 |
|
| Retirement Group LLC |
717 |
- |
2024-03-31 |
50 |
$1,000 |
0 |
|
| Key Financial Inc |
1157 |
- |
2024-03-31 |
35 |
$1,000 |
0 |
|
| Coston McIsaac & Partners |
557 |
- |
2024-03-31 |
49 |
$1,000 |
0 |
|
| West Branch Capital LLC |
398 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
|
| Nalls Sherbakoff Group LLC |
414 |
- |
2023-12-31 |
23 |
$1,000 |
0 |
|
| AYRSHIRE ASSOCIATES INC |
586 |
- |
2023-12-31 |
15 |
$0 |
0 |
|
| St. Johns Investment Management Company LLC |
207 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1667 |
- |
2024-03-31 |
13 |
$0 |
0 |
|
| Centerpoint Advisors LLC |
453 |
- |
2024-03-31 |
12 |
$0 |
0 |
|
| JJJ Advisors Inc. |
1101 |
- |
2024-03-31 |
17 |
$0 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
1098 |
- |
2022-12-31 |
1 |
$0 |
0 |
|
| Heritage Wealth Advisors |
670 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
| Your Advocates Ltd. LLP |
253 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
| Beaird Harris Wealth Management LLC |
631 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
| Team Financial Group LLC |
226 |
- |
2023-12-31 |
3 |
$0 |
0 |
|
|
85 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
