Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Simplify Hedged Equity Etf (HEQT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    0
Total shares held : 
 2,834,735  
% of shares held : 
 31.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -433,333  
% of shares held change : 
   -4.81%  
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
 100,350
 3.54%
 
Increased Positions :
15
 217,209
 7.66%
 
Unchanged Positions :
5
 21,620
 0.76%
 
Decreased Positions :
9
-477,507
-16.84%
 
Closed Positions :
5
-273,385
-9.64%
 
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
   Feltz Wealth PLAN Inc. 12 - 2023-12-31 547,298 $13,825,000 -2,108
   WealthPlan Investment Management LLC 22 - 2023-12-31 355,135 $8,971,000 3,842
   CWM LLC 314 - 2024-03-31 328,096 $8,691,000 292,363
   FINANCIAL NETWORK 475 - 2023-12-31 248,431 $6,275,000 -10,871
   HIGHTOWER ADVISORS, LLC 910 - 2023-12-31 220,816 $5,576,000 38,776
   COMMONWEALTH EQUITY SERVICES LLC. 1110 - 2024-03-31 203,194 $5,383,000 -3,724
   SMITH MOORE & CO. 26 - 2023-12-31 204,312 $5,161,000 -5,685
   ARQ WEALTH ADVISORS LLC 13 - 2023-12-31 195,824 $4,947,000 21,700
   Portside Wealth Group LLC 24 *New 2024-03-31 180,787 $4,789,000 180,787
   Orion Portfolio Solutions LLC 327 - 2023-12-31 174,942 $4,425,000 30,001
   Stratos Wealth Advisors LLC 110 - 2024-03-31 143,779 $3,809,000 7,217
   CLS INVESTMENT FIRM LLC 279 - 2022-12-31 155,812 $3,517,000 35,648
   Prosperity Consulting Group LLC *New 2024-03-31 127,712 $3,383,000 127,712
   Steward Partners Investment Advisory LLC 388 - 2023-12-31 121,925 $3,080,000 23,579
   Lionsbridge Wealth Management LLC 23 - 2024-03-31 93,157 $2,468,000 -96
   Ameritas Advisory Services LLC 151 - 2023-12-31 91,457 $2,363,000 -356,284
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 899 *New 2024-03-31 83,607 $2,215,000 83,607
   CAPTRUST FINANCIAL ADVISORS 940 - 2023-12-31 74,105 $1,872,000 -1,461
   Strategic Blueprint LLC 165 *New 2024-03-31 65,388 $1,732,000 65,388
   Private Advisor Group LLC - 2024-03-31 39,732 $1,053,000 4,461
   ENVESTNET ASSET MANAGEMENT INC 2983 - 2023-12-31 36,094 $912,000 -41,434
   Peterson Wealth Advisors LLC 32 - 2024-03-31 32,498 $861,000 -267
   Diversify Advisory Services LLC 306 - 2024-03-31 29,084 $769,000 0
   Financial Enhancement Group LLC 85 - 2024-03-31 28,683 $752,000 -8,763
   LPL FINANCIAL CORP 3309 - 2023-12-31 28,078 $709,000 10,362
   Equitable Holdings Inc. 694 - 2023-12-31 25,359 $641,000 3,131
   OLD MISSION CAPITAL LLC 608 *New 2023-12-31 20,281 $512,000 20,281
   NORDEN GROUP LLC 231 *New 2024-03-31 18,928 $501,000 18,928
   Atria Wealth Solutions Inc. 1295 - 2023-12-31 16,348 $413,000 5,846
   Advisor Group Holdings Inc. 3312 - 2023-12-31 16,162 $408,000 -365
   CITADEL ADVISORS LLC 4090 *New 2023-12-31 11,750 $297,000 11,750
   TD CAPITAL MANAGEMENT LLC 85 - 2023-12-31 11,363 $287,000 23
   Proficio Capital Partners LLC *New 2024-03-31 10,470 $277,000 10,470
   WOLVERINE TRADING LLC 928 - 2023-12-31 10,759 $272,000 10,759
   HARMONY ASSET MANAGEMENT LLC 117 - 2023-12-31 10,007 $253,000 0
   Encompass More Asset Management 72 - 2023-12-31 9,751 $246,000 0
   DAVIDSON D A & CO 1188 - 2023-12-31 9,360 $236,000 -2,485
   BB&T CORP 2452 - 2023-12-31 7,971 $201,000 -56,814
   Fortitude Family Office LLC 90 *New 2024-03-31 5,311 $141,000 5,311
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 4,907 $130,000 4,907
   J P MORGAN CHASE & CO 4603 - 2023-12-31 2,938 $74,000 2,218
   Northwest Capital Management Inc 224 - 2024-03-31 1,842 $49,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1078 *New 2024-03-31 376 $10,000 376
   New Millennium Group LLC 226 *New 2023-12-31 283 $7,000 283
   Valued Wealth Advisors LLC *New 2024-03-31 220 $6,000 220
   DHJJ Financial Advisors Ltd. 632 - 2024-03-31 20 $1,000 0
   Bullseye Investment Management LLC 48 *Closed 2023-12-31 0 $0 -24,402
   UBS Group AG 7752 *Closed 2023-12-31 0 $0 -839
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   H D Vest Advisory Services 1676 *Closed 2023-12-31 0 $0 -110,996
  50 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