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Get Institutions for : 
Axs Change Finance Esg Etf (CHGX)  
$36.05 0.03 (0.07%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
1,448,283  
% of shares held : 
16.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
-180,951  
% of shares held change : 
  -2.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$29.53  
Last Quarter's Ending Price : 
$33.22  
Last Quarter's Average Price
$30.90  
Change from last quarter's     
avg. price to the last closing  : 
5.15 (16.65%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 21,946
 1.52%
 
Increased Positions :
11
 49,051
 3.39%
 
Unchanged Positions :
8
 28,562
 1.97%
 
Decreased Positions :
14
-68,422
-4.72%
 
Closed Positions :
4
-183,526
-12.67%
 
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
   PFG Investments LLC 36 - 2024-03-31 219,284 $8,044,000 219,284
   Colorado Capital Management Inc. 18 - 2024-03-31 91,677 $3,363,000 964
   SEEDS INVESTOR LLC 15 - 2024-03-31 28,280 $1,037,000 9,272
   Advisor Group Holdings Inc. 2478 - 2024-03-31 23,377 $858,000 2,502
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2944 - 2024-03-31 19,717 $723,000 4,451
   Arjuna Capital 76 - 2023-12-31 17,357 $577,000 7,543
   PROEQUITIES INC. 468 - 2024-03-31 12,046 $442,000 75
   GTS SECURITIES LLC 983 - 2023-12-31 12,256 $407,000 12,256
   CITADEL ADVISORS LLC 3801 - 2023-12-31 12,147 $403,000 12,147
   MERCER GLOBAL ADVISORS INC /ADV 1483 - 2023-12-31 11,308 $376,000 103
   Householder Group Estate & Retirement Specialist L 316 - 2024-03-31 3,314 $122,000 7
   Concord Wealth Partners 502 - 2024-03-31 500 $18,000 500

  12 Records found
  1    
  Page 1 of 1
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