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Get Institutions for : 
Democratic Large Cap Core Etf (DEMZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    4
Total shares held : 
 245,400  
% of shares held : 
 2.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 174,285  
% of shares held change : 
   1.94%  
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 :
4
 98,172
 40%
 
Increased Positions :
2
 77,051
 31.4%
 
Unchanged Positions :
7
 65,980
 26.89%
 
Decreased Positions :
2
-938
-0.38%
 
Closed Positions :
0
0
0%
 
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
   Advisor Group Holdings Inc. 1361 - 2024-03-31 95,638 $3,170,000 16,682
   Envestnet Portfolio Solutions Inc. 534 - 2024-03-31 86,571 $2,870,000 9,115
   Maxwell Wealth Strategies Inc. 37 - 2023-12-31 54,772 $1,610,000 0
   CITADEL ADVISORS LLC 3658 *New 2023-12-31 16,050 $472,000 16,050
   Accordant Advisory Group Inc 65 - 2024-03-31 10,400 $345,000 0
   STEPHENSON NATIONAL BANK & TRUST 140 - 2024-03-31 4,338 $144,000 0
   Mendota Financial Group LLC 92 - 2024-03-31 4,000 $133,000 0
   US BANCORP 2483 - 2024-03-31 2,261 $75,000 0
   BARTLETT & CO. LLC 627 *New 2023-12-31 2,333 $69,000 2,333
   CWM LLC 2417 - 2024-03-31 1,195 $40,000 134
   AdvisorNet Financial Inc 890 - 2024-03-31 1,139 $38,000 -75
   JOHNSON FINANCIAL GROUP, INC. 615 - 2023-12-31 437 $13,000 0
   HANSON MCCLAIN, INC. 2324 - 2024-03-31 174 $6,000 2
   UBS Group AG 6764 - 2023-12-31 17 $1,000 -903
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1183 *Closed 2024-03-31 0 $0 -2,333
   PROEQUITIES INC. 8092 - 2024-03-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
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