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Get Institutions for : 
IQ CHAIKIN US SMALL CAP (CSML)  
$34.95 0.00 (0.00%) as of 4:30 Mon 4/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    1
Total shares held : 
5,100,409  
% of shares held : 
56.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
-231,800  
% of shares held change : 
  -2.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$30.72  
Last Quarter's Ending Price : 
$36.05  
Last Quarter's Average Price
$32.03  
Change from last quarter's     
avg. price to the last closing  : 
2.92 (9.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 11,448
 0.22%
 
Increased Positions :
5
 18,830
 0.37%
 
Unchanged Positions :
6
 2,390
 0.05%
 
Decreased Positions :
11
-255,115
-5%
 
Closed Positions :
1
-6,963
-0.14%
 
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
   Smallwood Wealth Investment Management LLC 8 - 2024-03-31 92,470 $3,449,000 740
   RAYMOND JAMES & ASSOCIATES 2205 - 2024-03-31 48,512 $1,810,000 3,669
   Gladstone Institutional Advisory LLC 249 - 2024-03-31 41,760 $1,558,000 594
   MORGAN STANLEY 4669 - 2024-03-31 35,713 $1,332,000 5,351
   HIGHTOWER ADVISORS, LLC 2780 - 2024-03-31 6,634 $247,000 25
   FinTrust Capital Advisors LLC 500 - 2024-03-31 1,370 $51,000 600
   TOWER RESEARCH CAPITAL LLC 2698 - 2024-03-31 749 $28,000 177
   FMR LLC 3799 - 2024-03-31 610 $23,000 392

  8 Records found
  1    
  Page 1 of 1
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