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Get Institutions for : 
Global X Adaptive Us Factor Etf (AUSF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    3
Total shares held : 
5,102,110  
% of shares held : 
5.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
106,694  
% of shares held change : 
  0.12%  
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
 74,221
 1.45%
 
Increased Positions :
4
 33,328
 0.65%
 
Unchanged Positions :
2
 300
 0.01%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
1
-855
-0.02%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 30 - 2024-03-31 4,974,781 $203,319,000 -29,005
   Sharkey Howes & Javer 31 *New 2024-03-31 79,693 $3,257,000 79,693
   Fulcrum Equity Management 16 - 2024-03-31 31,258 $1,277,000 -2,721
   MERRIMAN WEALTH MANAGEMENT, LLC 100 *New 2023-12-31 23,416 $871,000 23,416
   LPL FINANCIAL CORP 3117 - 2023-12-31 23,297 $866,000 9,551
   MUIRFIELD WEALTH ADVISORS LLC 37 - 2024-03-31 17,069 $698,000 0
   Legacy Capital Group California Inc. 201 *New 2023-12-31 9,048 $336,000 9,048
   BB&T CORP 2273 *New 2023-12-31 7,778 $289,000 7,778
   JANNEY MONTGOMERY SCOTT LLC 2556 *New 2024-03-31 4,955 $203,000 4,955
   Raleigh Capital Management Inc. 200 - 2023-12-31 4,500 $167,000 0
   UBS Group AG 5786 - 2023-12-31 505 $19,000 505
   PNC FINANCIAL SERVICES GROUP INC 3630 - 2023-12-31 300 $11,000 0
   Smartleaf Asset Management LLC *New 2024-03-31 8 $0 8
   ROYAL BANK OF CANADA 6606 *Closed 2023-12-31 0 $0 -855
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6990 - 2023-12-31 1 $0 1

  16 Records found
  1    
  Page 1 of 1
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