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Get Institutions for : 
Alps Disruptive Technologies Etf (DTEC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    1
Total shares held : 
 1,000,828  
% of shares held : 
 29.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 92,275  
% of shares held change : 
   2.71%  
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 :
5
 24,665
 2.46%
 
Increased Positions :
16
 151,249
 15.11%
 
Unchanged Positions :
12
 6,217
 0.62%
 
Decreased Positions :
14
-69,263
-6.92%
 
Closed Positions :
4
-14,376
-1.44%
 
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
   BANK OF AMERICA CORP /DE/ 2752 - 2023-12-31 146,709 $6,079,000 60,080
   JANE STREET GROUP LLC 1362 - 2023-12-31 139,143 $5,765,000 37,664
   FINANCIAL NETWORK 654 - 2023-12-31 100,342 $4,157,000 -7,071
   UBS Group AG 2399 - 2023-12-31 77,143 $3,196,000 -19,143
   MORGAN STANLEY 4244 - 2023-12-31 62,617 $2,594,000 4,059
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1755 - 2023-12-31 55,350 $2,293,000 23,033
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1202 - 2024-03-31 51,522 $2,177,000 -1,662
   LPL FINANCIAL CORP 2604 - 2023-12-31 38,152 $1,581,000 -3,085
   Tradition Wealth Management LLC 116 - 2023-12-31 32,211 $1,335,000 495
   ROYAL BANK OF CANADA 3010 - 2023-12-31 26,983 $1,118,000 -1,489
   Advisor Group Holdings Inc. 2461 - 2023-12-31 25,119 $1,041,000 1,117
   CITADEL ADVISORS LLC 3073 - 2023-12-31 20,717 $858,000 4,605
   BANK OF MONTREAL /CAN/ 1816 - 2023-12-31 17,125 $714,000 4,853
   GTS SECURITIES LLC 779 - 2023-12-31 16,055 $665,000 4,620
   Rockefeller Capital Management L.P. 1356 - 2023-12-31 11,153 $462,000 31
   Atria Wealth Solutions Inc. 1250 - 2023-12-31 10,947 $454,000 -461
   Rossmore Private Capital 174 - 2023-12-31 10,051 $416,000 -95
   STIFEL FINANCIAL CORP 2741 - 2023-12-31 8,521 $353,000 307
   Lido Advisors LLC 859 *New 2023-12-31 8,404 $348,000 8,404
   Kestra Advisory Services LLC 1759 - 2023-12-31 8,108 $336,000 -153
   WELLS FARGO & CO/MN 3599 - 2023-12-31 7,934 $329,000 -1,137
   NATIONAL BANK OF CANADA /FI/ 1193 - 2023-12-31 7,726 $313,000 -160
   COMMONWEALTH EQUITY SERVICES LLC. 3213 - 2024-03-31 7,298 $308,000 -35,904
   Claybrook Capital LLC 112 - 2023-09-30 8,051 $285,000 0
   Private Advisor Group LLC - 2024-03-31 6,195 $262,000 0
   CREATIVE PLANNING 2263 *New 2023-12-31 5,780 $239,000 5,780
   Beaumont Financial Advisors LLC 310 - 2023-12-31 5,366 $222,000 5,366
   PERSONAL CFO SOLUTIONS LLC 468 *New 2023-12-31 5,235 $217,000 5,235
   Scissortail Wealth Management LLC 138 *New 2023-12-31 5,000 $206,000 5,000
   Lindbrook Capital LLC 693 - 2024-03-31 1,500 $63,000 0
   NBC SECURITIES INC. 1096 - 2024-03-31 1,395 $58,000 -1,000
   AdvisorNet Financial Inc 805 - 2024-03-31 1,200 $51,000 0
   CWM LLC 2274 - 2024-03-31 1,173 $50,000 90
   TD Waterhouse Canada Inc. 1040 - 2023-12-31 610 $32,000 0
   IFP Advisors Inc 1743 - 2023-12-31 702 $29,000 0
   Tyler-Stone Wealth Management 450 - 2023-12-31 625 $26,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1310 - 2023-12-31 443 $18,000 0
   HARBOUR INVESTMENTS INC. 1951 - 2023-12-31 400 $17,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 482 - 2024-03-31 322 $14,000 0
   FSA Wealth Management LLC 318 *New 2023-12-31 246 $10,000 246
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2629 - 2023-12-31 220 $9,000 0
   Peoples Bank/KS 232 - 2024-03-31 155 $7,000 0
   FMR LLC 4283 - 2023-12-31 124 $5,000 -83
   ZRC WEALTH MANAGEMENT LLC 401 - 2024-03-31 101 $4,000 1
   Farther Finance Advisors LLC 2372 - 2023-12-31 40 $2,000 0
   PNC FINANCIAL SERVICES GROUP INC 4104 - 2023-12-31 53 $2,000 -152
   SageView Advisory Group LLC 588 *Closed 2023-12-31 0 $0 -7,494
   Raleigh Capital Management Inc. 988 *Closed 2023-12-31 0 $0 -75
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Essex LLC *Closed 2024-03-31 0 $0 -37,047
  50 Records found
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