Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Nasdaq Cea Cybersecurity (CIBR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 457    15
Total shares held : 
 55,405,887  
% of shares held : 
 85.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 2,034,377  
% of shares held change : 
   3.16%  
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 :
54
 636,195
 1.15%
 
Increased Positions :
157
 2,667,800
 4.82%
 
Unchanged Positions :
89
 1,183,642
 2.14%
 
Decreased Positions :
157
-998,125
-1.8%
 
Closed Positions :
39
-271,493
-0.49%
 
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
   MORGAN STANLEY 376 - 2023-12-31 9,906,983 $533,392,000 453,269
   UBS Group AG 195 - 2023-12-31 4,804,894 $258,695,000 2,260
   LPL FINANCIAL CORP 185 - 2024-03-31 3,132,491 $176,641,000 437,254
   PRUDENTIAL CORP PLC 8 - 2023-12-31 2,732,301 $147,107,000 172,069
   WELLS FARGO & CO/MN 386 - 2024-03-31 2,328,316 $131,294,000 574,680
   ROYAL BANK OF CANADA 436 - 2023-12-31 2,096,288 $112,865,000 51,079
   J P MORGAN CHASE & CO 1069 - 2024-03-31 1,103,946 $62,252,000 148,721
   COMMONWEALTH EQUITY SERVICES LLC. 236 - 2024-03-31 861,135 $48,559,000 158,263
   AMERIPRISE FINANCIAL INC 854 - 2023-12-31 774,823 $41,641,000 35,524
   FIRST TRUST ADVISORS LP 620 - 2023-12-31 529,406 $28,498,000 5,778
   ENVESTNET ASSET MANAGEMENT INC 883 - 2023-12-31 493,060 $26,546,000 20,196
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 201 - 2024-03-31 441,211 $24,880,000 39,939
   Kestra Advisory Services LLC 130 - 2023-12-31 347,480 $18,708,000 25,298
   PINNACLE ASSOCIATES LTD 108 - 2024-03-31 269,681 $15,207,000 5,224
   JANNEY MONTGOMERY SCOTT LLC 404 - 2024-03-31 265,778 $14,987,000 65,697
   Bank Julius Baer & Co. Ltd Zurich 132 - 2023-12-31 259,239 $13,957,000 23,234
   KESTRA PRIVATE WEALTH SERVICES LLC 77 - 2024-03-31 234,602 $13,229,000 25,801
   MML INVESTORS SERVICES LLC 315 - 2023-12-31 236,856 $12,752,000 36,893
   DAVIDSON D A & CO 144 - 2023-12-31 216,925 $11,679,000 113,607
   JAFFETILCHIN INVESTMENT PARTNERS LLC 21 - 2023-12-31 203,731 $10,969,000 9,191
   BB&T CORP 609 - 2023-12-31 184,176 $9,916,000 40,108
   FINANCIAL NETWORK 401 - 2023-12-31 154,360 $8,311,000 3,168
   H D Vest Advisory Services 214 - 2024-03-31 142,719 $8,048,000 8,073
   Beacon Pointe Advisors LLC 188 - 2023-12-31 148,027 $7,970,000 86,423
   HIGHTOWER ADVISORS, LLC 793 - 2024-03-31 133,650 $7,545,000 12,825
   Equitable Holdings Inc. 174 - 2023-12-31 138,158 $7,438,000 17,315
   APPLETON PARTNERS INC/MA 60 - 2024-03-31 126,810 $7,151,000 2,604
   Rockefeller Capital Management L.P. 559 - 2023-12-31 125,938 $6,781,000 5,546
   Avestar Capital LLC 31 - 2024-03-31 117,095 $6,603,000 21,312
   Mutual Advisors LLC 102 - 2024-03-31 109,705 $6,186,000 2,294
   CWM LLC 381 - 2024-03-31 108,554 $6,121,000 7,558
   StoneCrest Wealth Management Inc. 5 - 2024-03-31 104,038 $5,867,000 2,096
   OPPENHEIMER & CO INC 246 - 2024-03-31 102,487 $5,779,000 2,374
   TPG Financial Advisors LLC 14 - 2023-12-31 107,011 $5,613,000 1,605
   Global Assets Advisory LLC 80 - 2024-03-31 313,542 $5,586,000 313,542
   Pinnacle Wealth Management Advisory Group LLC 44 - 2024-03-31 92,579 $5,221,000 3,708
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 646 - 2024-03-31 91,678 $5,170,000 14,611
   NTV ASSET MANAGEMENT LLC 36 - 2024-03-31 89,314 $5,036,000 9,759
   Cetera Investment Advisers 439 - 2023-12-31 91,421 $4,922,000 1,498
   Baird Financial Group Inc. 664 - 2023-12-31 89,946 $4,843,000 19,780
   SFI Advisors LLC 5 - 2023-12-31 88,877 $4,785,000 69
   Crown Wealth Group LLC 11 - 2024-03-31 83,739 $4,722,000 8,663
   Frisch Financial Group Inc. 17 - 2023-12-31 87,240 $4,697,000 2,024
   Sigma Planning Corp 137 - 2024-03-31 82,263 $4,639,000 41,506
   Obsidian Personal Planning Solutions LLC 13 - 2024-03-31 83,204 $4,491,000 2,333
   RFG Advisory Group LLC 121 - 2024-03-31 75,204 $4,241,000 8,374
   Concentrum Wealth Management 12 - 2024-03-31 72,053 $4,063,000 5,497
   SUMITOMO MITSUI FINANCIAL GROUP INC. 60 - 2023-12-31 72,683 $3,913,000 20,922
   NBC SECURITIES INC. 47 - 2024-03-31 67,659 $3,815,000 30,535
   BECK CAPITAL MANAGEMENT LLC 28 - 2023-12-31 69,676 $3,751,000 31,808
   Strategic Blueprint LLC 92 - 2024-03-31 63,170 $3,562,000 318
   PROSPERA FINANCIAL SERVICES 199 - 2023-12-31 66,032 $3,555,000 19,111
   CLAUDIA M.P. BATLLE CRP (R) LLC 34 - 2024-03-31 62,035 $3,498,000 17,209
   Feltz Wealth PLAN Inc. 87 - 2024-03-31 61,689 $3,479,000 1,144
   BNP PARIBAS ARBITRAGE SA 1182 - 2024-03-31 57,824 $3,261,000 14,357
   WealthCare Investment Partners LLC 19 - 2024-03-31 57,713 $3,254,000 4,853
   Gladstone Institutional Advisory LLC 143 - 2023-12-31 60,335 $3,248,000 12,608
   CASCADE INVESTMENT GROUP INC. 6 - 2023-12-31 60,107 $3,236,000 558
   PACIFIC SUN FINANCIAL CORP 7 - 2024-03-31 56,338 $3,177,000 415
   WESPAC Advisors SoCal LLC 35 - 2024-03-31 53,348 $3,008,000 25,537
   Atria Wealth Solutions Inc. 465 - 2023-12-31 55,259 $2,975,000 5,817
   Eudaimonia Partners LLC 30 - 2024-03-31 50,817 $2,866,000 543
   Snowden Capital Advisors LLC 233 - 2023-12-31 48,373 $2,604,000 2,632
   STEPHENS INC /AR/ 337 - 2023-12-31 48,013 $2,585,000 1,282
   CIBC WORLD MARKETS INC. 479 - 2023-12-31 47,680 $2,567,000 849
   Arkadios Wealth Advisors 123 - 2024-03-31 43,685 $2,463,000 2,250
   Concurrent Investment Advisors LLC 217 - 2024-03-31 41,826 $2,359,000 37,627
   Dunhill Financial LLC 10 - 2023-12-31 41,919 $2,257,000 16,654
   LINCOLN NATIONAL CORP 308 - 2024-03-31 39,476 $2,226,000 2,716
   Moors & Cabot Inc. 164 - 2024-03-31 39,062 $2,203,000 1,908
   BLAIR WILLIAM & CO/IL 655 - 2024-03-31 38,760 $2,186,000 3,965
   BAKER AVENUE ASSET MANAGEMENT, LP 154 - 2023-12-31 39,620 $2,133,000 11,617
   Steward Partners Investment Advisory LLC 496 - 2023-12-31 38,345 $2,065,000 6,988
   EUDAIMONIA ADVISORS LLC 23 - 2024-03-31 35,356 $1,994,000 9,079
   Wealthcare Advisory Partners LLC 231 - 2024-03-31 35,323 $1,992,000 3,298
   Kingsview Wealth Management LLC 343 - 2024-03-31 34,868 $1,966,000 4,178
   SeaCrest Wealth Management LLC 78 - 2024-03-31 34,606 $1,951,000 92
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 154 - 2024-03-31 33,898 $1,912,000 5,372
   Crescent Grove Advisors LLC 77 - 2024-03-31 33,503 $1,889,000 2,492
   Vontobel Holding Ltd. 446 - 2024-03-31 33,240 $1,874,000 750
   Abbot Financial Management Inc. 28 - 2023-12-31 34,577 $1,862,000 4
   Wealthfront Advisers LLC 499 - 2024-03-31 32,752 $1,847,000 5,250
   CUTTER & CO BROKERAGE INC 48 - 2024-03-31 31,906 $1,799,000 2,136
   Fiduciary Alliance LLC 72 - 2024-03-31 30,819 $1,730,000 5,191
   Great Diamond Partners LLC 69 - 2024-03-31 30,424 $1,716,000 5,141
   Financial Advocates Investment Management 206 - 2024-03-31 29,905 $1,686,000 4,594
   OConnor Financial Group LLC 22 - 2024-03-31 28,899 $1,630,000 5,235
   Main Street Financial Solutions LLC 115 - 2024-03-31 28,748 $1,621,000 5,178
   NORTHERN TRUST CORP 3113 - 2023-12-31 29,441 $1,585,000 18,209
   RATHBONE BROTHERS PLC 276 - 2023-12-31 29,145 $1,569,000 606
   THRIVENT FINANCIAL FOR LUTHERANS 1497 - 2023-12-31 28,585 $1,539,000 2,637
   Integrated Wealth Concepts LLC 567 - 2023-12-31 28,352 $1,526,000 3,769
   Prosperity Financial Group Inc. 22 - 2023-12-31 28,236 $1,520,000 2,856
   SUMMIT FINANCIAL GROUP INC 54 - 2024-03-31 26,477 $1,493,000 280
   SIGNATURE SECURITIES GROUP CORPORATION 60 - 2024-03-31 26,330 $1,485,000 10,619
   Melone Private Wealth LLC 26 - 2024-03-31 25,553 $1,441,000 78
   Ironsides Asset Advisors LLC 19 - 2024-03-31 24,756 $1,396,000 4,556
   HBK SORCE ADVISORY LLC 177 - 2024-03-31 23,942 $1,350,000 1,680
   Belpointe Asset Management LLC 200 - 2024-03-31 23,408 $1,320,000 14,754
   CITADEL ADVISORS LLC 2680 - 2023-12-31 24,278 $1,307,000 15,985
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us