Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Jpmorgan Hedged Equity Laddered Overlay Etf (HELO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    39
Total shares held : 
2,709,284  
% of shares held : 
30.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  37  
Amount of shares held : 
2,150,524  
% of shares held change : 
  23.89%  
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 :
42
 2,564,773
 94.67%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
4
 17,795
 0.66%
 
Decreased Positions :
2
-107,267
-3.96%
 
Closed Positions :
3
-306,982
-11.33%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   GUARANTY TRUST CO OF MISSOURI /MO/ 72 *New 2024-03-31 190,043 $10,637,000 190,043
   Sugarloaf Wealth Management LLC 11 *New 2024-03-31 168,108 $9,409,000 168,108
   Per Stirling Capital Management LLC. 15 *New 2023-12-31 160,880 $8,507,000 160,880
   Aspire Capital Advisors LLC 12 *New 2024-03-31 131,373 $7,353,000 131,373
   HIGHTOWER ADVISORS, LLC 974 *New 2024-03-31 85,422 $4,779,000 85,422
   Orion Portfolio Solutions LLC 363 *New 2024-03-31 76,298 $4,270,000 76,298
   Pine Valley Investments Ltd Liability Co 87 *New 2024-03-31 65,751 $3,680,000 65,751
   Mach-1 Financial Group Inc. 15 *New 2024-03-31 48,413 $2,710,000 48,413
   JANNEY MONTGOMERY SCOTT LLC 1025 *New 2024-03-31 46,589 $2,608,000 46,589
   AE Wealth Management LLC 813 *New 2023-12-31 47,670 $2,566,000 47,670
   Legacy Financial Group LLC 36 *New 2024-03-31 40,286 $2,255,000 40,286
   MARINER WEALTH ADVISORS, LLC 1047 *New 2023-12-31 38,839 $2,054,000 38,839
   Avestar Capital LLC 78 *New 2024-03-31 35,560 $1,990,000 35,560
   TOWNSQUARE CAPITAL LLC 430 *New 2023-12-31 34,826 $1,842,000 34,826
   Visionary Wealth Advisors 165 *New 2023-12-31 34,304 $1,814,000 34,304
   OLD MISSION CAPITAL LLC 342 *New 2023-12-31 27,450 $1,452,000 27,450
   HARBOR INVESTMENT ADVISORY LLC 108 *New 2024-03-31 25,139 $1,407,000 25,139
   InterOcean Capital Group LLC 164 *New 2023-12-31 26,364 $1,394,000 26,364
   Capital Planning Advisors LLC 65 *New 2023-12-31 26,076 $1,379,000 26,076
   Lionsbridge Wealth Management LLC 37 *New 2024-03-31 18,391 $1,029,000 18,391
   Sowell Financial Services LLC 347 *New 2024-03-31 17,177 $961,000 17,177
   THOROUGHBRED FINANCIAL SERVICES LLC 214 *New 2024-03-31 15,914 $890,000 15,914
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2765 *New 2024-03-31 15,059 $843,000 15,059
   Concurrent Investment Advisors LLC 489 *New 2024-03-31 10,808 $605,000 10,808
   Bedel Financial Consulting Inc. 131 *New 2024-03-31 9,004 $504,000 9,004
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 85 *New 2024-03-31 8,302 $465,000 8,302
   Strategic Financial Concepts LLC 179 *New 2024-03-31 7,977 $446,000 7,977
   Eudaimonia Partners LLC 168 *New 2024-03-31 6,890 $386,000 6,890
   LINCOLN NATIONAL CORP 916 *New 2024-03-31 5,721 $320,000 5,721
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1936 *New 2024-03-31 5,076 $284,000 5,076
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 78 *New 2024-03-31 4,860 $272,000 4,860
   Allen Capital Group LLC 184 *New 2024-03-31 4,436 $248,000 4,436
   CAP Partners LLC 101 *New 2024-03-31 4,267 $239,000 4,267
   Castle Rock Wealth Management LLC 216 *New 2023-12-31 4,247 $223,000 4,247
   H D Vest Advisory Services 1498 *New 2024-03-31 3,815 $214,000 3,815
   COMERICA BANK 2295 *New 2023-12-31 3,311 $175,000 3,311
   Planning Capital Management Corp 513 *New 2024-03-31 65 $4,000 65
   FMR LLC 4626 *New 2023-12-31 23 $1,000 23
   Your Advocates Ltd. LLP 209 *New 2024-03-31 0 $0 0

  39 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results