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
   EDMOND DE ROTHSCHILD HOLDING S.A. 105 - 2023-12-31 444,853 $13,039,000 -57,500
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 956 - 2024-03-31 236,361 $7,032,000 -25,121
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 677 - 2024-03-31 192,662 $5,732,000 -991
   WealthBridge Investment Counsel Inc. 36 - 2024-03-31 95,400 $2,838,000 -900
   Change Path LLC 125 - 2023-12-31 84,358 $2,472,000 -16,943
   Masso Torrence Wealth Management Inc. 19 - 2024-03-31 73,652 $2,191,000 -4,821
   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
   Migdal Insurance & Financial Holdings Ltd. 133 - 2024-03-31 45,840 $1,364,000 -22,660
   NewEdge Wealth LLC 369 - 2023-12-31 42,022 $1,232,000 -6,452
   Essex LLC - 2024-03-31 37,735 $1,123,000 -20,884
   ERn Financial LLC 84 - 2024-03-31 37,363 $1,112,000 -1,457
   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
   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
   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
   STIFEL FINANCIAL CORP 2403 - 2023-12-31 22,561 $661,000 -4,306
   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
   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
   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 - 2024-03-31 11,415 $340,000 -53
   CAPTRUST FINANCIAL ADVISORS 2033 - 2023-12-31 11,278 $331,000 -1,448
   Turim 21 Investimentos Ltda. 25 - 2023-12-31 10,695 $313,000 -2,622
   IFP Advisors Inc 756 - 2023-12-31 10,169 $298,000 -5,012
   Purus Wealth Management LLC 96 - 2024-03-31 8,948 $266,000 -436
   Capital Advisors Wealth Management LLC 129 - 2024-03-31 8,278 $246,000 -35,372
   SIMPLEX TRADING LLC 929 - 2024-03-31 7,726 $229,000 -6,321
   Claro Advisors LLC 375 - 2024-03-31 7,383 $220,000 -130
   Riggs Asset Managment Co. Inc. - 2024-03-31 5,065 $151,000 -5,274
   CITADEL ADVISORS LLC 4601 - 2023-12-31 4,530 $133,000 -28,255
   Steward Partners Investment Advisory LLC 1555 - 2023-12-31 4,471 $131,000 -677
   Founders Financial Alliance LLC 290 - 2023-12-31 3,304 $97,000 -5
   Goss Wealth Management LLC 2009 - 2023-12-31 2,775 $81,000 -3,123
   Covestor Ltd 727 - 2023-12-31 2,251 $66,000 -415
   Team Financial Group LLC 62 - 2023-12-31 1,903 $56,000 -827
   McClarren Financial Advisors Inc. 167 - 2024-03-31 30 $21,000 -1,179
   Cutler Group LP 606 - 2024-03-31 400 $11,000 -490
   Aspire Private Capital LLC 441 - 2024-03-31 248 $7,000 -258
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 549 - 2023-12-31 127 $4,000 -16,717

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