Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vaneck Vectors Investment Grade Floating Rate Etf (FLTR)  
$25.43 0.02 (0.08%) as of 4:30 Fri 5/10


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 160    3
Total shares held : 
 31,834,660  
% of shares held : 
 18.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 858,363  
% of shares held change : 
   0.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $25.17  
Last Quarter's Ending Price : 
 $25.15  
Last Quarter's Average Price : 
 $25.18  
Change from last quarter's     
avg. price to the last closing  : 
0.25 (0.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 546,518
 1.72%
 
Increased Positions :
70
 4,360,747
 13.7%
 
Unchanged Positions :
25
 912,689
 2.87%
 
Decreased Positions :
46
-1,696,046
-5.33%
 
Closed Positions :
22
-2,352,856
-7.39%
 
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
   Pinnacle Wealth Planning Services Inc. 1 - 2023-12-31 3,778,547 $81,454,000 -33,160
   WELLS FARGO & CO/MN 585 - 2023-12-31 2,597,677 $65,332,000 -50,723
   Wealthfront Advisers LLC 63 - 2024-03-31 1,152,190 $29,392,000 -148,155
   Insight Wealth Strategies LLC 9 - 2024-03-31 782,055 $19,950,000 -97,334
   BANK OF AMERICA CORP /DE/ 1821 - 2023-12-31 765,330 $19,248,000 -140,099
   Systelligence LLC 3 - 2024-03-31 606,999 $15,485,000 -1,975
   Demars Financial Group LLC 5 - 2024-03-31 527,433 $13,455,000 -65,967
   WealthPlan Investment Management LLC 6 - 2023-12-31 449,990 $11,317,000 -80,311
   Wealth Management Solutions LLC 5 - 2023-09-30 399,629 $10,107,000 -6,544
   High Note Wealth LLC 10 - 2024-03-31 361,106 $9,212,000 -4,755
   ENVESTNET ASSET MANAGEMENT INC 1524 - 2023-12-31 352,327 $8,861,000 -67,319
   Financial Advisory Service Inc. 34 - 2024-03-31 288,214 $7,352,000 -5,074
   Advisor Group Holdings Inc. 968 - 2023-12-31 291,054 $7,320,000 -121,800
   Family Firm Inc. 10 - 2024-03-31 286,137 $7,299,000 -3,665
   Feltz Wealth PLAN Inc. 65 - 2023-12-31 186,018 $4,678,000 -1,351
   SCOTIA CAPITAL INC. 264 - 2023-12-31 172,366 $4,335,000 -14,145
   STIFEL FINANCIAL CORP 1209 - 2023-12-31 163,687 $4,117,000 -19,978
   DEUTSCHE BANK AG 1330 - 2023-12-31 153,115 $3,851,000 -1,349
   Geneos Wealth Management Inc. 166 - 2024-03-31 133,823 $3,414,000 -276
   Kovack Advisors Inc. 47 - 2024-03-31 131,737 $3,361,000 -2,201
   Perigon Wealth Management LLC 185 - 2024-03-31 130,829 $3,337,000 -1,095
   MADDEN ADVISORY SERVICES, INC. 18 - 2024-03-31 130,053 $3,318,000 -13,916
   PROEQUITIES INC. 114 - 2024-03-31 122,067 $3,114,000 -12,102
   All Terrain Financial Advisors LLC 23 - 2023-12-31 105,936 $2,664,000 -6,533
   COMMONWEALTH EQUITY SERVICES LLC. 1738 - 2024-03-31 82,286 $2,099,000 -80,941
   PICTET ASSET MANAGEMENT SA 901 - 2023-06-30 81,010 $2,046,000 -4,715
   Pictet Asset Management Holding SA 896 - 2023-12-31 74,825 $1,882,000 -6,185
   Fusion Capital LLC - 2023-12-31 73,508 $1,849,000 -4,650
   Laffer Tengler Investments 50 - 2023-12-31 69,689 $1,753,000 -2,795
   Kohmann Bosshard Financial Services LLC 63 - 2024-03-31 57,137 $1,458,000 -2,744
   Anson Capital Inc. 13 - 2023-12-31 49,919 $1,255,000 -2,193
   NATIONAL ASSET MANAGEMENT, INC. 488 - 2023-12-31 45,042 $1,133,000 -649
   EQIS CAPITAL MANAGEMENT, INC. 214 - 2023-12-31 43,982 $1,106,000 -7,661
   Pointe Capital Management LLC 28 - 2023-12-31 41,420 $1,042,000 -660
   TOWNSQUARE CAPITAL LLC 584 - 2023-12-31 41,037 $1,032,000 -584
   Atria Wealth Solutions Inc. 892 - 2023-12-31 36,255 $912,000 -23,951
   Integrated Wealth Concepts LLC 818 - 2023-12-31 30,390 $764,000 -585
   Laurel Wealth Advisors Inc. 278 - 2022-12-31 30,367 $756,000 -3,353
   EP WEALTH ADVISORS, INC. 431 - 2023-12-31 27,415 $689,000 -3,483
   PFG Advisors 333 - 2023-12-31 24,558 $618,000 -3,081
   Strait & Sound Wealth Management LLC 52 - 2023-12-31 19,845 $502,000 -1,947
   Brookstone Capital Management 622 - 2024-03-31 19,399 $495,000 -20
   Ameritas Advisory Services LLC 478 - 2023-12-31 15,911 $400,000 -21,773
   SILVERLAKE WEALTH MANAGEMENT LLC 166 - 2024-03-31 12,114 $309,000 -800
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 165 - 2024-03-31 11,884 $303,000 -2,247
   Breakwater Capital Group 203 - 2024-03-31 11,769 $300,000 -2,965
   Western Wealth Management LLC 508 - 2024-03-31 11,601 $296,000 -3,340
   Private Advisor Group LLC 1853 - 2024-03-31 11,338 $289,000 -2,487
   WHITTIER TRUST CO OF NEVADA INC 482 - 2024-03-31 7,000 $179,000 -3,000
   NBC SECURITIES INC. 1022 - 2024-03-31 2,901 $74,000 -664
   CITIGROUP INC 3470 - 2023-12-31 2,490 $63,000 -2,454
   PRINCIPAL SECURITIES INC. 1548 - 2024-03-31 2,000 $51,000 -526
   BALDWIN BROTHERS INC/MA 494 - 2024-03-31 697 $18,000 -406
   EverSource Wealth Advisors LLC 1410 - 2023-12-31 566 $14,000 -527
   J P MORGAN CHASE & CO 5726 - 2023-12-31 6 $0 -11,100
   Blackston Financial Advisory Group LLC 98 - 2023-12-31 0 $0 -30,345
  56 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us