Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Global X Cybersecurity Etf (BUG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 158    4
Total shares held : 
7,087,038  
% of shares held : 
7.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-30,595  
% of shares held change : 
  -0.03%  
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
 131,993
 1.86%
 
Increased Positions :
48
 797,005
 11.25%
 
Unchanged Positions :
42
 277,378
 3.91%
 
Decreased Positions :
51
-827,819
-11.68%
 
Closed Positions :
13
-131,774
-1.86%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 932 - 2023-12-31 605,309 $17,742,000 -16,549
   PNC FINANCIAL SERVICES GROUP INC 428 - 2023-12-31 511,298 $14,986,000 -18,748
   MORGAN STANLEY 2977 - 2023-12-31 502,836 $14,738,000 6,404
   EDMOND DE ROTHSCHILD HOLDING S.A. 105 - 2023-12-31 444,853 $13,039,000 -57,500
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 610 - 2024-03-31 362,426 $10,782,000 29,790
   BANK OF AMERICA CORP /DE/ 2312 - 2023-12-31 363,711 $10,660,000 45,802
   Kestra Advisory Services LLC 345 - 2023-12-31 245,769 $7,203,000 8,098
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 956 - 2024-03-31 236,361 $7,032,000 -25,121
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 10 - 2024-03-31 211,299 $6,286,000 29,409
   J P MORGAN CHASE & CO 2358 - 2023-12-31 196,496 $5,759,000 20,461
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 677 - 2024-03-31 192,662 $5,732,000 -991
   Black Swift Group LLC - 2023-12-31 159,040 $4,661,000 88,025
   TAP Consulting LLC 26 - 2024-03-31 153,942 $4,580,000 105,952
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1176 - 2023-12-31 155,564 $4,560,000 113,107
   RAYMOND JAMES & ASSOCIATES 1716 - 2024-03-31 137,592 $4,093,000 14,572
   ROYAL BANK OF CANADA 2094 - 2023-12-31 127,104 $3,725,000 49,932
   Biltmore Family Office LLC 21 - 2023-12-31 124,573 $3,655,000 13,975
   ENVESTNET ASSET MANAGEMENT INC 2120 - 2023-12-31 120,374 $3,528,000 18,262
   LEVEL FOUR ADVISORY SERVICES LLC 130 - 2023-12-31 119,615 $3,506,000 5,895
   WealthBridge Investment Counsel Inc. 36 - 2024-03-31 95,400 $2,838,000 -900
   HIGHTOWER ADVISORS, LLC 1263 - 2023-12-31 90,236 $2,642,000 16,595
   Change Path LLC 125 - 2023-12-31 84,358 $2,472,000 -16,943
   Farrow Financial Inc. 18 - 2024-03-31 81,378 $2,421,000 3,828
   Masso Torrence Wealth Management Inc. 19 - 2024-03-31 73,652 $2,191,000 -4,821
   Pinnacle Wealth Management Group Inc. 22 - 2024-03-31 69,635 $2,072,000 823
   COMMONWEALTH EQUITY SERVICES LLC. 1755 - 2024-03-31 68,805 $2,047,000 3,245
   IHT Wealth Management LLC 222 - 2023-12-31 68,517 $2,008,000 4,799
   Insight Advisors LLC/ PA - 2023-12-31 68,111 $1,996,000 7,014
   Price Capital Management Inc. *New 2023-12-31 61,050 $1,789,000 61,050
   Advisor Group Holdings Inc. 1981 - 2023-12-31 58,355 $1,711,000 1,777
   MML INVESTORS SERVICES LLC 1089 - 2023-12-31 57,473 $1,685,000 -16,978
   Cetera Investment Advisers 879 - 2023-12-31 54,762 $1,605,000 -10,352
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 844 - 2023-12-31 52,865 $1,549,000 -1,004
   Oakmont Partners LLC 312 *New 2024-03-31 46,010 $1,369,000 46,010
   FINANCIAL NETWORK 1175 - 2023-12-31 46,534 $1,364,000 1,866
   Migdal Insurance & Financial Holdings Ltd. 133 - 2024-03-31 45,840 $1,364,000 -22,660
   Northeast Financial Consultants Inc 128 - 2023-12-31 42,718 $1,252,000 0
   NewEdge Wealth LLC 369 - 2023-12-31 42,022 $1,232,000 -6,452
   Ratio Wealth Group 44 - 2023-12-31 40,631 $1,191,000 2,497
   Essex LLC 74 - 2024-03-31 37,735 $1,123,000 -20,884
   ERn Financial LLC 84 - 2024-03-31 37,363 $1,112,000 -1,457
   STALEY CAPITAL ADVISERS INC 101 - 2023-12-31 35,900 $1,052,000 0
   UBS Group AG 3425 - 2023-12-31 33,363 $978,000 -1,706
   U.S. Capital Wealth Advisors LLC 340 - 2023-12-31 32,815 $962,000 -13,550
   TCG Advisory Services LLC 167 - 2023-12-31 30,165 $884,000 -4,899
   Prosperity Wealth Management Inc. 29 - 2023-12-31 27,964 $820,000 -1,431
   Nelson Van Denburg & Campbell Wealth Management Gr 334 *New 2024-03-31 26,842 $799,000 26,842
   HBW Advisory Services LLC 141 - 2024-03-31 26,933 $790,000 0
   Cresset Asset Management LLC 993 - 2023-12-31 25,942 $761,000 -1,279
   Archford Capital Strategies LLC 142 - 2024-03-31 25,422 $756,000 -89
   Phoenix Wealth Advisors 56 - 2024-03-31 25,260 $751,000 5,994
   ADVISORS MANAGEMENT GROUP INC /ADV 86 - 2024-03-31 24,827 $739,000 -322
   Lionsbridge Wealth Management LLC 46 - 2024-03-31 24,547 $730,000 -1,001
   Brendel Financial Advisors LLC - 2024-03-31 23,981 $713,000 -3,964
   Accel Wealth Management 82 - 2024-03-31 23,543 $700,000 -1,415
   True Capital Management 50 - 2023-03-31 29,483 $691,000 -516
   JANE STREET GROUP LLC 3632 - 2023-12-31 22,641 $664,000 -474,002
   NCM Capital Management LLC 68 - 2023-12-31 22,633 $663,000 675
   STIFEL FINANCIAL CORP 2403 - 2023-12-31 22,561 $661,000 -4,306
   Spire Wealth Management 460 *New 2024-03-31 21,377 $636,000 21,377
   Sterling Investment Counsel LLC 65 *New 2024-03-31 21,138 $629,000 21,138
   GeoWealth Management LLC 327 - 2023-12-31 17,711 $519,000 -2,126
   Resources Investment Advisors Inc. 704 - 2023-12-31 17,377 $509,000 -296
   Private Advisor Group LLC 1517 - 2024-03-31 16,691 $497,000 1,005
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1257 - 2023-09-30 19,996 $486,000 0
   OROURKE & COMPANY Inc 77 - 2024-03-31 15,815 $471,000 1,703
   HAZLETT BURT & WATSON INC. 77 - 2024-03-31 14,609 $435,000 14,248
   Gladstone Institutional Advisory LLC 441 - 2023-12-31 14,770 $433,000 -2,320
   BANK OF MONTREAL /CAN/ 2131 - 2023-12-31 14,381 $426,000 -1,085
   Equitable Holdings Inc. 822 - 2023-12-31 14,483 $424,000 -3,665
   Joseph P. Lucia & Associates LLC 81 *New 2024-03-31 13,697 $407,000 13,697
   Stratos Wealth Partners LTD. 1014 *New 2024-03-31 11,847 $352,000 11,847
   Joel Isaacson & Co. LLC 258 *New 2024-03-31 11,523 $343,000 11,523
   Per Stirling Capital Management LLC. 161 *New 2023-12-31 11,680 $342,000 11,680
   Camden Capital LLC 224 - 2023-12-31 11,674 $342,000 -200
   All Season Financial Advisors Inc. 90 - 2024-03-31 11,420 $340,000 -5,612
   CREATIVE FINANCIAL DESIGNS INC /ADV 317 - 2024-03-31 11,415 $340,000 -53
   CAPTRUST FINANCIAL ADVISORS 2033 - 2023-12-31 11,278 $331,000 -1,448
   Greystone Financial Group LLC 99 - 2024-03-31 11,010 $328,000 189
   FourThought Financial Partners LLC 236 - 2023-12-31 10,750 $315,000 0
   Turim 21 Investimentos Ltda. 25 - 2023-12-31 10,695 $313,000 -2,622
   Ayalon Holdings Ltd. 61 - 2024-03-31 10,169 $303,000 0
   OLD MISSION CAPITAL LLC 742 - 2023-12-31 10,245 $300,000 10,245
   IFP Advisors Inc 756 - 2023-12-31 10,169 $298,000 -5,012
   FIFTH THIRD BANCORP 907 - 2024-03-31 9,244 $275,000 0
   Purus Wealth Management LLC 96 - 2024-03-31 8,948 $266,000 -436
   MULTIFINANCIAL SECURITIES CORP 1488 - 2023-12-31 9,054 $265,000 59
   WealthCare Investment Partners LLC 118 - 2024-03-31 8,836 $263,000 73
   Smith Anglin Financial LLC 156 - 2024-03-31 8,475 $252,000 0
   QUANTITATIVE ADVANTAGE LLC 109 - 2023-03-31 10,720 $251,000 32
   CIBC WORLD MARKETS INC. 1035 *New 2023-12-31 8,436 $247,000 8,436
   Capital Advisors Wealth Management LLC 129 - 2024-03-31 8,278 $246,000 -35,372
   STELAC ADVISORY SERVICES LLC 60 - 2023-12-31 8,341 $244,000 0
   SIMPLEX TRADING LLC 929 - 2024-03-31 7,726 $229,000 -6,321
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 305 - 2024-03-31 7,567 $225,000 28
   FRANKLIN RESOURCES INC 2245 - 2023-12-31 7,612 $223,000 800
   Claro Advisors LLC 375 - 2024-03-31 7,383 $220,000 -130
   Delta Financial Group Inc. 214 - 2024-03-31 7,208 $214,000 50
   AMERIPRISE FINANCIAL INC 3629 *New 2023-12-31 7,284 $213,000 7,284
   NORTH STAR INVESTMENT MANAGEMENT CORP. 409 - 2024-03-31 7,070 $210,000 1,300

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results