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My Recent Searches
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Global X Emerging Markets Etf (EMM) |
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$26.87 0.00 (0.00%) as of 4:30 Fri 5/10
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Download |
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Institutional
Holders
Total
Institutions:
 |
526  21 |
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Total
shares held :
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144,257,930 |
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% of shares
held :
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16.03% |
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| Changes In:
|
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|
New/increased
positions vs
old/decreased
positions :
|
82 |
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Amount
of shares held :
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9,274,638 |
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|
% of shares
held change :
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1.03% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$24.28 |
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Last
Quarter's Ending
Price :
|
$26.14 |
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Last
Quarter's Average
Price :
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$24.68 |
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Change
from last quarter's
avg. price
to the last closing :
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2.19 (8.85%) |
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| All
Securities Held : |
Positions
|
Shares
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%
Of
Total Shares
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New
Positions : |
47
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1,679,514
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1.16%
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Increased
Positions : |
225
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13,146,554
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9.11%
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Unchanged
Positions : |
90
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11,397,293
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7.9%
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Decreased
Positions : |
164
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-4,462,415
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-3.09%
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Closed
Positions : |
26
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-1,089,015
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-0.75%
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Guru
Positions : |
1
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0
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0%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Financial Gravity Wealth Inc. |
28 |
- |
2023-12-31 |
2,906,663 |
$97,216,000 |
0 |
|
| Auto-Owners Insurance Co |
18 |
- |
2023-12-31 |
1,040,000 |
$50,700,000 |
0 |
|
| HM PAYSON & CO |
85 |
- |
2023-12-31 |
143,785 |
$7,005,000 |
0 |
|
| NORTHERN TRUST CORP |
2370 |
- |
2023-12-31 |
127,357 |
$6,205,000 |
0 |
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| Levy Wealth Management Group LLC |
13 |
- |
2024-03-31 |
95,681 |
$4,662,000 |
0 |
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| CHEMUNG CANAL TRUST CO |
51 |
- |
2024-03-31 |
60,994 |
$3,253,000 |
0 |
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| Cavalier Investments |
24 |
- |
2024-03-31 |
55,052 |
$2,936,000 |
0 |
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| Executive Wealth Management LLC |
|
- |
2023-12-31 |
48,721 |
$2,374,000 |
0 |
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| Wedmont Private Capital |
85 |
- |
2024-03-31 |
40,594 |
$2,139,000 |
0 |
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| Revolve Wealth Partners LLC |
59 |
- |
2024-03-31 |
23,702 |
$1,264,000 |
0 |
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| SOUTHEAST ASSET ADVISORS INC. |
81 |
- |
2023-12-31 |
22,950 |
$1,118,000 |
0 |
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| Key Financial Inc |
76 |
- |
2024-03-31 |
18,978 |
$925,000 |
0 |
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| HBW Advisory Services LLC |
134 |
- |
2024-03-31 |
18,854 |
$919,000 |
0 |
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| EVERGREEN CAPITAL MANAGEMENT LLC |
308 |
- |
2023-12-31 |
17,816 |
$868,000 |
0 |
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| BESSEMER GROUP INC |
701 |
- |
2023-12-31 |
16,702 |
$814,000 |
0 |
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| Williams Jones Wealth Management LLC. |
271 |
- |
2023-12-31 |
16,230 |
$791,000 |
0 |
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| Jordan Park Group LLC |
41 |
- |
2023-12-31 |
16,081 |
$783,000 |
0 |
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| JNB Advisors LLC |
|
- |
2024-03-31 |
14,044 |
$749,000 |
0 |
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| Fusion Family Wealth LLC |
25 |
- |
2023-12-31 |
14,891 |
$725,000 |
0 |
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| TWIN FOCUS CAPITAL PARTNERS, LLC |
82 |
- |
2023-12-31 |
14,400 |
$702,000 |
0 |
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| Lifeworks Advisors LLC |
98 |
- |
2023-12-31 |
14,276 |
$696,000 |
0 |
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| WHITE PINE CAPITAL LLC |
116 |
- |
2023-12-31 |
13,511 |
$658,000 |
0 |
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| COMMERCE BANK N A/MO |
|
- |
2024-03-31 |
11,225 |
$599,000 |
0 |
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| Summit Trail Advisors LLC |
313 |
- |
2024-03-31 |
10,637 |
$567,000 |
0 |
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| Investmark Advisory Group LLC |
66 |
- |
2023-12-31 |
10,818 |
$527,000 |
0 |
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| Lutz Financial Services LLC |
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- |
2024-03-31 |
9,573 |
$511,000 |
0 |
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| Orion Capital Management LLC |
73 |
- |
2023-12-31 |
8,683 |
$423,000 |
0 |
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| BOSTON FINANCIAL MANGEMENT INC /MA |
257 |
- |
2023-12-31 |
8,494 |
$414,000 |
0 |
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| EVOKE WEALTH LLC |
475 |
- |
2023-12-31 |
7,707 |
$375,000 |
0 |
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| LEVEL FOUR ADVISORY SERVICES LLC |
543 |
- |
2023-12-31 |
7,676 |
$374,000 |
0 |
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| Wellington Wealth Strategies LLC. |
61 |
- |
2023-12-31 |
6,825 |
$333,000 |
0 |
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| Capital Advisors Ltd. LLC |
236 |
- |
2024-03-31 |
5,100 |
$272,000 |
0 |
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| HBK SORCE ADVISORY LLC |
|
- |
2023-12-31 |
5,338 |
$260,000 |
0 |
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| PCG Wealth Advisors LLC |
96 |
- |
2024-03-31 |
4,839 |
$258,000 |
0 |
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| FRANKLIN RESOURCES INC |
2203 |
- |
2023-12-31 |
5,021 |
$245,000 |
0 |
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| Mattern Wealth Management LLC |
154 |
- |
2023-12-31 |
4,906 |
$239,000 |
0 |
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| BALLENTINE FINN & COMPANY INC |
617 |
- |
2024-03-31 |
4,466 |
$238,000 |
0 |
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| Cedar Brook Financial Partners LLC |
390 |
- |
2024-03-31 |
4,212 |
$225,000 |
0 |
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| NBC SECURITIES INC. |
754 |
- |
2024-03-31 |
3,708 |
$197,000 |
0 |
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| PHILLIPS FINANCIAL MANAGEMENT LLC |
179 |
- |
2024-03-31 |
3,195 |
$170,000 |
0 |
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| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
291 |
- |
2024-03-31 |
3,184 |
$160,000 |
0 |
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| Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
1,900 |
$101,000 |
0 |
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| WHITTIER TRUST CO OF NEVADA INC |
|
- |
2024-03-31 |
1,880 |
$100,000 |
0 |
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| Column Capital Advisors LLC |
224 |
- |
2023-09-30 |
2,226 |
$97,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
249 |
- |
2024-03-31 |
1,405 |
$75,000 |
0 |
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| CAROLINAS WEALTH CONSULTING LLC |
298 |
- |
2023-12-31 |
1,355 |
$66,000 |
0 |
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| Armor Investment Advisors LLC |
120 |
- |
2024-03-31 |
1,240 |
$66,000 |
0 |
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| Hexagon Capital Partners LLC |
447 |
- |
2024-03-31 |
874 |
$47,000 |
0 |
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| Riggs Asset Managment Co. Inc. |
|
- |
2024-03-31 |
867 |
$46,000 |
0 |
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| Carolina Wealth Advisors LLC |
115 |
- |
2024-03-31 |
670 |
$36,000 |
0 |
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| Westside Investment Management Inc. |
405 |
- |
2024-03-31 |
644 |
$34,000 |
0 |
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| DecisionPoint Financial LLC |
|
- |
2024-03-31 |
612 |
$31,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
397 |
- |
2024-03-31 |
590 |
$31,000 |
0 |
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| Glass Jacobson Investment Advisors llc |
426 |
- |
2024-03-31 |
581 |
$31,000 |
0 |
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| GUARANTY TRUST CO OF MISSOURI /MO/ |
891 |
- |
2024-03-31 |
554 |
$30,000 |
0 |
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| BARTLETT & CO. LLC |
861 |
- |
2023-12-31 |
424 |
$21,000 |
0 |
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| BARTLETT & CO. WEALTH MANAGEMENT LLC |
861 |
- |
2023-12-31 |
424 |
$21,000 |
0 |
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| TRUSTCORE FINANCIAL SERVICES LLC |
622 |
- |
2022-12-31 |
401 |
$17,000 |
0 |
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| Sutton Wealth Advisors Inc. |
384 |
- |
2023-09-30 |
372 |
$16,000 |
0 |
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| Sound Income Strategies LLC |
709 |
- |
2024-03-31 |
223 |
$12,000 |
0 |
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| Global Trust Asset Management LLC |
356 |
- |
2024-03-31 |
189 |
$10,000 |
0 |
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| ATLAS CAPITAL ADVISORS LLC |
686 |
- |
2024-03-31 |
158 |
$8,000 |
0 |
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| Lindbrook Capital LLC |
1767 |
- |
2024-03-31 |
128 |
$7,000 |
0 |
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| DEUTSCHE BANK AG |
3434 |
- |
2023-12-31 |
132 |
$6,000 |
0 |
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| Atlantic Private Wealth LLC |
85 |
- |
2023-12-31 |
88 |
$4,000 |
0 |
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| JJJ Advisors Inc. |
811 |
- |
2024-03-31 |
59 |
$3,000 |
0 |
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| JOHNSON FINANCIAL GROUP, INC. |
741 |
- |
2023-12-31 |
54 |
$3,000 |
0 |
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| Tyler-Stone Wealth Management |
796 |
- |
2023-12-31 |
33 |
$2,000 |
0 |
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| Sachetta LLC |
826 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
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| ENDURANCE WEALTH MANAGEMENT, INC. |
620 |
- |
2023-06-30 |
13 |
$1,000 |
0 |
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| CALDWELL SUTTER CAPITAL INC. |
850 |
- |
2024-03-31 |
24 |
$1,000 |
0 |
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| ABSOLUTE INVESTMENT MANAGEMENT LLC |
|
- |
2024-03-31 |
12 |
$1,000 |
0 |
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| Evolution Advisers Inc. |
170 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
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| Hartland & Co. LLC |
1438 |
- |
2023-12-31 |
21 |
$1,000 |
0 |
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| FinTrust Capital Advisors LLC |
1163 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
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| TUCKER ASSET MANAGEMENT LLC |
1034 |
- |
2023-12-31 |
6 |
$0 |
0 |
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| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
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77 Records found
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