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Get Institutions for : 
Strive Us Energy Etf (DRLL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    1
Total shares held : 
 1,392,402  
% of shares held : 
 15.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 149,724  
% of shares held change : 
   1.66%  
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 :
9
 98,120
 7.05%
 
Increased Positions :
30
 218,660
 15.7%
 
Unchanged Positions :
46
 97,214
 6.98%
 
Decreased Positions :
24
-125,392
-9.01%
 
Closed Positions :
10
-41,664
-2.99%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   STIFEL FINANCIAL CORP 1368 - 2023-12-31 111,942 $3,140,000 32,883
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1333 - 2023-12-31 107,471 $3,015,000 6,978
   FINANCIAL NETWORK 801 - 2023-12-31 105,169 $2,950,000 -30,706
   Visionary Wealth Advisors 134 - 2023-12-31 90,517 $2,539,000 15,828
   ROYAL BANK OF CANADA 2397 - 2023-12-31 88,179 $2,474,000 11,101
   FINANCIAL MANAGEMENT NETWORK INC - 2023-12-31 76,663 $2,169,000 -5,702
   LPL FINANCIAL CORP 2411 *New 2023-12-31 68,408 $1,919,000 68,408
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1270 - 2023-12-31 63,089 $1,770,000 1,464
   Ethos Financial Group LLC 54 - 2023-12-31 47,770 $1,340,000 35,090
   COMMONWEALTH EQUITY SERVICES LLC. 1958 - 2023-12-31 45,578 $1,278,000 -5,146
   US BANCORP 1043 - 2023-12-31 40,372 $1,132,000 516
   RAYMOND JAMES & ASSOCIATES 2462 - 2023-12-31 37,350 $1,048,000 -6,017
   UBS Group AG 3380 - 2023-12-31 36,979 $1,037,000 27,973
   CITADEL ADVISORS LLC 2993 - 2023-12-31 33,291 $934,000 33,291
   Advisor Group Holdings Inc. 2597 - 2023-12-31 32,523 $913,000 -13,719
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3094 - 2023-12-31 28,533 $800,000 28,533
   BANK OF AMERICA CORP /DE/ 4156 - 2023-12-31 28,321 $794,000 18,146
   Kestra Advisory Services LLC 1295 - 2023-12-31 25,501 $715,000 -15,238
   Scissortail Wealth Management LLC 79 *New 2023-12-31 23,900 $672,000 23,900
   ENVESTNET ASSET MANAGEMENT INC 3254 - 2023-12-31 19,658 $551,000 -7,545
   FIFTH THIRD BANCORP 721 - 2023-12-31 19,500 $547,000 -397
   Atlantic Trust Group LLC 809 - 2023-12-31 17,133 $481,000 0
   Column Capital Advisors LLC 96 - 2023-09-30 13,425 $404,000 3,725
   HIGHTOWER ADVISORS, LLC 2451 - 2023-12-31 13,854 $388,000 -555
   MARINER WEALTH ADVISORS, LLC 2138 - 2023-12-31 13,574 $381,000 81
   Vigilare Wealth Management 65 - 2023-12-31 13,250 $372,000 88
   Brookstone Capital Management 695 - 2024-03-31 11,525 $361,000 483
   Advance Capital Management Inc. 104 - 2024-03-31 11,316 $354,000 0
   Rockefeller Capital Management L.P. 1418 - 2023-12-31 12,465 $350,000 -3,084
   H D Vest Advisory Services 1174 - 2023-12-31 11,967 $336,000 1,303
   GTS SECURITIES LLC 1096 - 2023-12-31 10,945 $307,000 -20,764
   Covey Capital Advisors LLC 33 - 2023-12-31 10,000 $281,000 0
   MML INVESTORS SERVICES LLC 2092 - 2023-12-31 9,736 $273,000 757
   Holistic Planning LLC 90 - 2023-12-31 9,597 $269,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 614 - 2023-12-31 9,225 $259,000 0
   Leverty Financial Group LLC 30 - 2023-12-31 7,992 $224,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2105 *New 2024-03-31 7,030 $220,000 7,030
   AE Wealth Management LLC 1843 - 2023-12-31 7,789 $219,000 -12
   HB Wealth Management LLC 729 - 2023-12-31 7,432 $208,000 -6,568
   MERCER GLOBAL ADVISORS INC /ADV 1845 - 2023-12-31 7,173 $201,000 -652
   Steward Partners Investment Advisory LLC 1414 - 2023-12-31 6,426 $180,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 67 - 2023-12-31 6,115 $172,000 -6,234
   Rain Capital Management LLC 48 - 2023-12-31 6,065 $170,000 86
   Parallel Advisors LLC 1038 - 2023-12-31 4,178 $117,000 1,028
   ADVISORY SERVICES NETWORK, LLC 1582 *New 2023-12-31 3,858 $108,000 3,858
   PNC FINANCIAL SERVICES GROUP INC 2570 - 2023-12-31 3,753 $105,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 216 - 2024-03-31 3,330 $104,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 206 - 2023-06-30 3,800 $104,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 620 - 2023-12-31 3,433 $96,000 1,300
   MORGAN STANLEY 5761 - 2023-12-31 3,423 $96,000 402
   Coastal Capital Group Inc. 161 - 2023-06-30 3,417 $93,000 27
   SIGNATUREFD, LLC 1228 - 2023-12-31 2,858 $80,000 13
   CWM LLC 2027 - 2024-03-31 2,394 $75,000 -155
   Nemes Rush Group LLC 247 - 2023-12-31 2,000 $56,000 0
   HANSON MCCLAIN, INC. - 2023-12-31 1,974 $55,000 -1,085
   IFP Advisors Inc 1508 - 2023-12-31 1,804 $51,000 -100
   PRINCIPAL SECURITIES INC. 1484 - 2023-12-31 1,696 $48,000 0
   AdvisorNet Financial Inc 822 - 2024-03-31 1,500 $47,000 0
   SALEM INVESTMENT COUNSELORS INC 585 - 2024-03-31 1,350 $42,000 0
   Sunbelt Securities Inc. 942 - 2024-03-31 1,113 $35,000 0
   Stephens Consulting LLC 219 - 2024-03-31 957 $30,000 0
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV *New 2023-12-31 1,000 $28,000 1,000
   WELLS FARGO & CO/MN 4849 - 2023-12-31 992 $28,000 492
   McClarren Financial Advisors Inc. 204 - 2023-12-31 965 $27,000 16
   WASHINGTON TRUST CO 516 - 2023-12-31 975 $27,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 263 - 2023-12-31 917 $26,000 -903
   CREATIVE FINANCIAL DESIGNS INC /ADV 881 - 2023-12-31 832 $23,000 12
   Centerpoint Advisors LLC 220 - 2023-12-31 800 $22,000 0
   Coastal Investment Advisors Inc. 635 *New 2024-03-31 680 $21,000 680
   Ronald Blue Trust Inc. 1410 - 2023-12-31 541 $16,000 0
   Global Trust Asset Management LLC 333 - 2024-03-31 500 $16,000 0
   Rosenberg Matthew Hamilton 563 - 2023-12-31 520 $15,000 0
   GRADIENT INVESTMENTS LLC 742 - 2023-12-31 530 $15,000 0
   Archer Investment Corp 570 - 2023-12-31 500 $14,000 -100
   Concord Wealth Partners 524 - 2023-12-31 500 $14,000 0
   GABLES CAPITAL MANAGEMENT INC. 286 - 2023-12-31 500 $14,000 0
   DUNCKER STREETT & CO INC 389 - 2023-12-31 500 $14,000 0
   HARBOUR INVESTMENTS INC. 2058 - 2023-12-31 453 $13,000 -100
   Evergreen Private Wealth LLC 156 - 2024-03-31 390 $12,000 0
   GODSEY & GIBB ASSOCIATES 256 - 2023-12-31 410 $12,000 0
   DELTA ASSET MANAGEMENT LLC/TN 441 - 2023-12-31 400 $11,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 378 $11,000 0
   Asset Dedication LLC 671 - 2024-03-31 356 $11,000 0
   HOLLENCREST SECURITIES LLC 715 - 2023-12-31 375 $11,000 0
   Castleview Partners LLC 510 *New 2023-12-31 384 $11,000 384
   Trust Co 281 - 2024-03-31 355 $11,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 403 - 2023-12-31 355 $10,000 5
   JNBA FINANCIAL ADVISORS 473 - 2023-12-31 353 $10,000 0
   SOA Wealth Advisors LLC. 538 - 2024-03-31 311 $10,000 2
   MATHER GROUP, INC. 1195 *New 2024-03-31 363 $10,000 363
   HOEY INVESTMENTS INC 206 - 2023-12-31 325 $9,000 0
   Rise Advisors LLC 1076 - 2024-03-31 205 $6,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1771 - 2023-12-31 215 $6,000 0
   COLONIAL ASSET MANAGEMENT, INC. 579 - 2023-12-31 200 $6,000 0
   ICA Group Wealth Management LLC 1000 *New 2023-12-31 200 $6,000 200
   Global Wealth Strategies & Associates 215 *New 2024-03-31 188 $6,000 188
   BANK OF MONTREAL /CAN/ 3242 *New 2023-12-31 182 $5,000 182
   GHP INVESTMENT ADVISORS INC - 2023-12-31 178 $5,000 0
   Truvestments Capital LLC 591 *New 2023-12-31 171 $5,000 171
   ODell Group LLC 396 - 2023-12-31 193 $5,000 193
  100 Records found
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