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Get Institutions for : 
Smartetfs Dividend Builder Etf (DIVS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    1
Total shares held : 
 319,280  
% of shares held : 
 3.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 51,923  
% of shares held change : 
   0.58%  
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 :
2
 6,757
 2.12%
 
Increased Positions :
5
 61,417
 19.24%
 
Unchanged Positions :
5
 43,391
 13.59%
 
Decreased Positions :
7
-16,241
-5.09%
 
Closed Positions :
1
-10
-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
   COMMONWEALTH EQUITY SERVICES LLC. 2066 - 2024-03-31 46,169 $1,262,000 -5,370
   RFG Advisory Group LLC 333 - 2024-03-31 40,314 $1,102,000 -845
   JANE STREET GROUP LLC 3186 - 2023-12-31 38,475 $997,000 24,071
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2904 - 2023-12-31 35,387 $917,000 19,680
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1883 - 2024-03-31 29,005 $793,000 2,347
   LaSalle St. Investment Advisors LLC 49 - 2023-09-30 23,898 $578,000 -1,096
   Visionary Wealth Advisors 323 - 2023-12-31 18,053 $468,000 8,002
   Atria Wealth Solutions Inc. 1235 - 2023-12-31 17,931 $465,000 0
   Lakeside Advisors INC. 43 - 2024-03-31 14,928 $408,000 0
   Advisor Group Holdings Inc. 3616 - 2023-12-31 11,141 $289,000 -6,902
   UBS Group AG 4371 - 2023-12-31 10,495 $272,000 9,526
   Sterling Financial Planning Inc. 89 - 2023-12-31 9,746 $253,000 -594
   J.W. COLE ADVISORS INC. 822 *New 2024-03-31 7,498 $205,000 7,498
   Patriot Investment Management Inc. 239 - 2024-03-31 7,468 $204,000 -2,845
   BANK OF MONTREAL /CAN/ 2697 *New 2023-12-31 6,132 $159,000 6,132
   HARBOUR INVESTMENTS INC. 1183 - 2023-12-31 3,377 $88,000 138
   ROYAL BANK OF CANADA 5320 - 2023-12-31 1,863 $48,000 -4,037
   Archer Investment Corp 543 *New 2023-12-31 625 $16,000 625
   CREATIVE FINANCIAL DESIGNS INC /ADV 1262 - 2024-03-31 219 $6,000 0
   PROEQUITIES INC. 6490 - 2024-03-31 0 $0 0
   Claraphi Advisory Network LLC 190 *Closed 2022-12-31 0 $0 -9,890
  21 Records found
  1    
  Page 1 of 1
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