|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Spdr Brcly Cap 1-3 Mnth Tb (BIL) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
| |
Institutional
Holders
Total
Institutions:
 |
904  30 |
|
|
Total
shares held :
|
226,441,550 |
|
|
% of shares
held :
|
25.16% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -37 |
|
|
Amount
of shares held :
|
29,852,062 |
|
|
% of shares
held change :
|
3.32% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
105
|
9,876,742
|
4.36%
|
|
|
|
Increased
Positions : |
314
|
54,988,571
|
24.28%
|
|
|
|
Unchanged
Positions : |
104
|
3,762,765
|
1.66%
|
|
|
|
Decreased
Positions : |
381
|
-31,663,758
|
-13.98%
|
|
 |
Closed
Positions : |
75
|
-3,349,493
|
-1.48%
|
|
|
|
Guru
Positions : |
2
|
108,602
|
0.05%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SageView Advisory Group LLC |
578 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,876 |
|
| Draper Asset Management LLC |
25 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,000 |
|
| WSFS CAPITAL MANAGEMENT LLC |
420 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,035 |
|
| MEEDER ASSET MANAGEMENT INC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-57,960 |
|
| FIRST HAWAIIAN BANK |
767 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,398 |
|
| Financial Network Wealth Management LLC |
109 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,741 |
|
| ALLIANZ ASSET MANAGEMENT AG |
1605 |
*Closed |
2023-12-31 |
0 |
$0 |
-147,082 |
|
| KilterHowling LLC |
48 |
*Closed |
2023-12-31 |
0 |
$0 |
-127,366 |
|
| Strategic Investment Solutions Inc. /IL |
659 |
*Closed |
2023-12-31 |
0 |
$0 |
-66 |
|
| Strata Wealth Advisors LLC |
80 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,101 |
|
| TSFG LLC |
756 |
*Closed |
2024-03-31 |
0 |
$0 |
-39 |
|
| HHM Wealth Advisors LLC |
732 |
*Closed |
2023-12-31 |
0 |
$0 |
-109 |
|
| NBT BANK N A /NY |
588 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,631 |
|
| Clio Asset Management LLC |
13 |
*Closed |
2024-03-31 |
0 |
$0 |
-47,327 |
|
| Beacon Harbor Wealth Advisors Inc. |
74 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,591 |
|
| LAKE STREET ADVISORS GROUP LLC |
394 |
*Closed |
2023-12-31 |
0 |
$0 |
-274,711 |
|
| Strategic Equity Management |
36 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,666 |
|
| Empirical Asset Management LLC |
187 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,572 |
|
| Prosperity Financial Group Inc. |
134 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,415 |
|
| CIBC WORLD MARKETS INC. |
1171 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,835 |
|
| LexAurum Advisors LLC |
306 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,704 |
|
| Greystone Financial Group LLC |
110 |
*Closed |
2024-03-31 |
0 |
$0 |
-86,001 |
|
| SAVANT CAPITAL MANAGEMENT INC |
855 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,868 |
|
| SWMG LLC |
104 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,286 |
|
| Redwood Investment Management LLC |
364 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,160 |
|
| Morton Brown Family Wealth LLC |
227 |
*Closed |
2024-03-31 |
0 |
$0 |
-7 |
|
| Chicago Partners Investment Group LLC |
752 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,492 |
|
| MARQUETTE ASSET MANAGEMENT INC. |
203 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,700 |
|
| JOHNSTON ASSET MANAGEMENT CORP |
76 |
*Closed |
2023-12-31 |
0 |
$0 |
-106,000 |
|
| DAGCO INC. |
249 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,666 |
|
| BARCLAYS PLC |
4181 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,610 |
|
| Fulcrum Equity Management |
115 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,088 |
|
| Bluegrass Capital Partners LP |
13 |
*Closed |
2023-12-31 |
0 |
$0 |
-100,000 |
|
| LGT Financial Advisors LLC |
896 |
*Closed |
2023-12-31 |
0 |
$0 |
-20 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
1095 |
*Closed |
2022-12-31 |
0 |
$0 |
-299 |
|
| RIA Advisory Group LLC |
191 |
*Closed |
2023-12-31 |
0 |
$0 |
-376,970 |
|
| OBrien Greene & Co. Inc |
128 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,350 |
|
| CITADEL ADVISORS LLC |
5972 |
*Closed |
2023-12-31 |
0 |
$0 |
-155,219 |
|
| PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
146 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,189 |
|
| FORWARD MANAGEMENT LLC |
19 |
*Closed |
2022-12-31 |
0 |
$0 |
-3,768,576 |
|
| Mountain Capital Investment Advisors Inc |
55 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,846 |
|
| True Link Financial Advisors LLC |
71 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,820 |
|
| Meridian Wealth Management LLC |
418 |
*Closed |
2024-03-31 |
0 |
$0 |
-37,040 |
|
| Fielder Capital Group LLC |
178 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,743 |
|
| LFA - Lugano Financial Advisors SA |
|
*Closed |
2023-12-31 |
0 |
$0 |
-1,095 |
|
| TUDOR INVESTMENT CORP ET AL |
1883 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,791 |
|
| ERn Financial LLC |
174 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,485 |
|
| Apexium Financial LP |
247 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,259 |
|
| Integrated Investment Consultants LLC |
288 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,758 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
510 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,824 |
|
| CAMDEN NATIONAL BANK |
122 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,282 |
|
| Congress Wealth Management LLC / DE / |
634 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,515 |
|
| ATLAS CAPITAL ADVISORS LLC |
884 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,188 |
|
| Arrowroot Family Office LLC |
125 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,487 |
|
| Clarius Group LLC |
499 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,912 |
|
| Lloyd Advisory Services LLC. |
178 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,773 |
|
| Tyler-Stone Wealth Management |
873 |
*Closed |
2023-12-31 |
0 |
$0 |
-300 |
|
| Genus Capital Management Inc. |
159 |
*Closed |
2023-12-31 |
0 |
$0 |
-118,137 |
|
| TIAA TRUST NATIONAL ASSOCIATION |
|
*Closed |
2023-12-31 |
0 |
$0 |
-3,989 |
|
| CALIBER WEALTH MANAGEMENT LLC |
59 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,719 |
|
| BANK OF NOVA SCOTIA / |
1029 |
*Closed |
2023-12-31 |
0 |
$0 |
-174,879 |
|
| Krasney Financial LLC |
279 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,206 |
|
| McGlone Suttner Wealth Management Inc. |
775 |
*Closed |
2024-03-31 |
0 |
$0 |
-105 |
|
| Empirical Finance LLC |
532 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,326 |
|
| Kovack Advisors Inc. |
597 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,203 |
|
| Inscription Capital LLC |
271 |
*Closed |
2024-03-31 |
0 |
$0 |
-153,374 |
|
| Independent Wealth Network Inc. |
198 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,412 |
|
| SlateStone Wealth LLC |
290 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,000 |
|
| Carnick & Kubik Group LLC |
252 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,546 |
|
| Calton & Associates Inc. |
256 |
*Closed |
2024-03-31 |
0 |
$0 |
-43,822 |
|
| C2C Wealth Management LLC |
221 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,158 |
|
| Insight Wealth Strategies LLC |
168 |
*Closed |
2024-03-31 |
0 |
$0 |
-206,696 |
|
| Marks Group Wealth Management Inc |
296 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,761 |
|
| OTA FINANCIAL GROUP L.P. |
20 |
*Closed |
2023-06-30 |
0 |
$0 |
-260,169 |
|
| Taylor & Morgan Wealth Management LLC |
67 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,508 |
|
| Nova R Wealth Inc. |
85 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,022 |
|
| Hutchens & Kramer Investment Management Group LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-23,405 |
|
| UNITED ASSET STRATEGIES, INC. |
247 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,434 |
|
| Truadvice LLC |
270 |
*Closed |
2023-09-30 |
0 |
$0 |
-6,779 |
|
| STELAC ADVISORY SERVICES LLC |
102 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,418 |
|
| Gateway Wealth Partners LLC |
278 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,378 |
|
| HRT FINANCIAL LLC |
3026 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,697 |
|
| Emerald Investment Partners LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-10,451 |
|
| Epic Trust Investment Advisors LLC |
109 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,341 |
|
| Signify Wealth |
25 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,682 |
|
|
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
|
|
|
|
