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Get Institutions for : 
Global X S&P 500 Covered Call ETF (HSPX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 211    9
Total shares held : 
 26,373,163  
% of shares held : 
 25.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   23  
Amount of shares held : 
 -198,862  
% of shares held change : 
   -0.19%  
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 :
21
 229,230
 0.87%
 
Increased Positions :
83
 1,481,090
 5.62%
 
Unchanged Positions :
38
 5,521,622
 20.94%
 
Decreased Positions :
69
-1,710,767
-6.49%
 
Closed Positions :
12
-198,415
-0.75%
 
Guru Positions :
1
8,300
 0.03%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 14 - 2023-12-31 4,516,919 $178,147,000 0
   MORGAN STANLEY 927 - 2023-12-31 3,720,906 $146,753,000 -28,166
   LPL FINANCIAL CORP 289 - 2024-03-31 2,736,196 $111,609,000 401,712
   BANK OF AMERICA CORP /DE/ 976 - 2023-12-31 1,836,221 $72,421,000 3,721
   UBS Group AG 660 - 2023-12-31 1,281,476 $50,541,000 71,103
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 309 - 2024-03-31 974,217 $39,738,000 -26,488
   WELLS FARGO & CO/MN 813 - 2024-03-31 944,238 $38,515,000 500,921
   AMERIPRISE FINANCIAL INC 998 - 2023-12-31 794,824 $31,356,000 96,042
   ROYAL BANK OF CANADA 922 - 2023-12-31 755,361 $29,792,000 -9,366
   Brookstone Capital Management 43 - 2024-03-31 724,105 $29,536,000 3,643
   CENTAURUS FINANCIAL INC. 6 - 2023-12-31 719,447 $28,375,000 96,179
   Advisor Group Holdings Inc. 424 - 2024-03-31 470,370 $19,188,000 -3,257
   PRINCIPAL SECURITIES INC. 36 - 2024-03-31 381,989 $15,581,000 17,456
   RAYMOND JAMES & ASSOCIATES 933 - 2024-03-31 362,206 $14,774,000 57,836
   Hamilton Wealth LLC 8 - 2023-12-31 323,773 $12,770,000 -11,488
   IHT Wealth Management LLC 32 - 2023-12-31 311,896 $12,301,000 122,998
   Caerus Investment Advisors LLC 2 - 2024-03-31 279,883 $11,416,000 -2,152
   OLD SECOND NATIONAL BANK OF AURORA 6 - 2024-03-31 275,143 $11,223,000 692
   COMMONWEALTH EQUITY SERVICES LLC. 896 - 2024-03-31 195,855 $7,989,000 8,327
   OLD MISSION CAPITAL LLC 74 - 2023-12-31 202,499 $7,987,000 137,896
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 425 - 2023-09-30 187,432 $7,289,000 141,055
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 794 - 2024-03-31 168,879 $6,889,000 26,958
   AE Wealth Management LLC 494 - 2023-12-31 170,123 $6,788,000 1,982
   Baird Financial Group Inc. 580 - 2023-12-31 166,277 $6,558,000 -3,289
   J.W. COLE ADVISORS INC. 66 - 2024-03-31 152,939 $6,238,000 -660
   TCG Advisory Services LLC 80 - 2024-03-31 150,452 $6,137,000 30,416
   H D Vest Advisory Services 264 - 2024-03-31 147,299 $6,008,000 51,340
   JANNEY MONTGOMERY SCOTT LLC 701 - 2024-03-31 144,302 $5,886,000 7,918
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 689 - 2024-03-31 136,236 $5,557,000 159
   Thrive Capital Management LLC 6 - 2023-12-31 136,141 $5,369,000 755
   ENVESTNET ASSET MANAGEMENT INC 1869 - 2023-12-31 132,150 $5,212,000 10,469
   STIFEL FINANCIAL CORP 1102 - 2023-12-31 125,026 $4,931,000 -6,199
   JUNCTURE WEALTH STRATEGIES LLC 8 - 2024-03-31 120,429 $4,912,000 13,808
   River Street Advisors LLC 5 - 2024-03-31 105,327 $4,296,000 -1,979
   RENAISSANCE TECHNOLOGIES LLC 1479 - 2023-12-31 103,652 $4,088,000 84,052
   RIVERFRONT INVESTMENT GROUP, LLC 66 - 2024-03-31 100,114 $4,084,000 -1,773
   StoneCrest Wealth Management Inc. 12 - 2024-03-31 91,914 $3,749,000 8,879
   XML Financial LLC 74 - 2023-12-31 92,559 $3,651,000 -37,659
   Flaharty Asset Management LLC 28 - 2023-12-31 81,979 $3,233,000 5,794
   Uniplan Investment Counsel Inc. 84 - 2023-12-31 80,816 $3,192,000 -5,944
   Investment Partners Asset Management Inc. 5 - 2024-03-31 76,234 $3,110,000 -398
   Atria Wealth Solutions Inc. 460 - 2023-12-31 76,537 $3,033,000 -11,566
   PFG Investments LLC 117 - 2024-03-31 73,680 $3,005,000 49,648
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 121 - 2024-03-31 71,142 $2,902,000 -3,866
   Good Life Advisors LLC 78 - 2024-03-31 67,988 $2,773,000 19,265
   FINANCIAL NETWORK 821 - 2023-12-31 69,983 $2,760,000 -1,470
   JANE STREET GROUP LLC 2115 - 2023-12-31 67,101 $2,646,000 67,101
   Sigma Planning Corp 237 - 2024-03-31 64,588 $2,635,000 53,518
   Change Path LLC 121 - 2023-12-31 64,726 $2,553,000 -2,340
   ELCO Management Co. LLC 15 - 2023-12-31 64,200 $2,532,000 -400
   WEDBUSH MORGAN SECURITIES INC 133 - 2023-12-31 63,334 $2,498,000 7,501
   Belpointe Asset Management LLC 114 - 2024-03-31 60,812 $2,481,000 -46,895
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 709 - 2023-12-31 61,726 $2,434,000 -1,753
   Newbridge Financial Services Group Inc. 16 - 2024-03-31 57,453 $2,344,000 28,512
   Cetera Investment Advisers 762 - 2023-12-31 55,450 $2,187,000 1,951
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 75 - 2024-03-31 52,417 $2,138,000 -3,412
   Ameritas Advisory Services LLC 171 - 2023-12-31 51,473 $2,058,000 -16,739
   BEAM Asset Management LLC 23 - 2024-03-31 50,421 $2,057,000 3,913
   ADVISORY SERVICES NETWORK, LLC 456 - 2024-03-31 48,185 $1,965,000 24,137
   Oversea-Chinese Banking CORP Ltd 141 - 2023-12-31 48,622 $1,918,000 0
   MONTICELLO WEALTH MANAGEMENT LLC 78 - 2024-03-31 46,745 $1,907,000 -2,238
   CITADEL ADVISORS LLC 2394 - 2023-12-31 46,035 $1,816,000 20,051
   Concurrent Investment Advisors LLC 258 - 2024-03-31 44,343 $1,809,000 -11,914
   BANGOR SAVINGS BANK 74 - 2024-03-31 43,942 $1,792,000 3,080
   HBW Advisory Services LLC 93 - 2024-03-31 45,175 $1,782,000 0
   NATIONAL ASSET MANAGEMENT, INC. 405 - 2023-12-31 40,791 $1,621,000 3,801
   MAS Advisors LLC 14 - 2024-03-31 39,447 $1,609,000 5,566
   Private Advisor Group LLC 916 - 2024-03-31 39,185 $1,598,000 3,155
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 527 - 2023-12-31 39,960 $1,576,000 17,676
   Sowell Financial Services LLC 279 - 2024-03-31 37,103 $1,503,000 -13,542
   Castle Rock Wealth Management LLC 62 - 2023-12-31 35,385 $1,389,000 -1,868
   Rockefeller Capital Management L.P. 1040 - 2023-12-31 34,460 $1,359,000 24,313
   Berger Financial Group Inc 131 - 2024-03-31 31,953 $1,303,000 -1,134
   Anfield Capital Management LLC 43 - 2024-03-31 28,521 $1,163,000 1,956
   MONTCHANIN ASSET MANAGEMENT LLC 18 - 2023-06-30 28,175 $1,157,000 3,800
   REGAL INVESTMENT ADVISORS, LLC 211 - 2023-12-31 28,638 $1,129,000 222
   MML INVESTORS SERVICES LLC 1279 - 2023-12-31 28,469 $1,123,000 -11,460
   COMERICA BANK 1479 - 2023-12-31 28,109 $1,109,000 -3,366
   McAdam LLC 109 - 2024-03-31 27,030 $1,103,000 494
   RSM US WEALTH MANAGEMENT LLC 254 - 2024-03-31 26,884 $1,097,000 -728
   COMERICA SECURITIESINC. 193 - 2023-09-30 28,023 $1,090,000 -4,290
   MARINER WEALTH ADVISORS, LLC 1371 - 2023-12-31 27,477 $1,084,000 -560
   VERUS CAPITAL PARTNERS LLC 112 - 2024-03-31 26,060 $1,063,000 1,503
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1221 - 2024-03-31 24,913 $1,016,000 373
   Pasadena Private Wealth LLC 46 - 2024-03-31 24,809 $1,012,000 -7,035
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 171 - 2024-03-31 24,448 $997,000 -1,457
   Goss Wealth Management LLC 929 - 2023-12-31 24,730 $982,000 9,104
   Blue Chip Partners Inc. 75 - 2024-03-31 24,036 $980,000 1,795
   Stratos Wealth Partners LTD. 647 - 2024-03-31 23,930 $976,000 -582
   Kaizen Financial Strategies 30 - 2024-03-31 22,258 $908,000 6,250
   Bensler LLC 91 - 2024-03-31 21,720 $886,000 -5,134
   Equitable Holdings Inc. 611 - 2023-12-31 22,452 $885,000 1,232
   Madison Wealth Partners Inc 39 - 2024-03-31 21,514 $878,000 2,882
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 374 - 2023-12-31 22,073 $871,000 12,082
   Joseph P. Lucia & Associates LLC 60 - 2024-03-31 20,982 $856,000 -1,407
   Procyon Private Wealth Partners LLC 247 *New 2024-03-31 20,000 $816,000 20,000
   BB&T CORP 1681 - 2023-12-31 20,325 $802,000 -411
   Lido Advisors LLC 626 - 2023-12-31 19,754 $785,000 -14,797
   Perennial Investment Advisors LLC 132 - 2023-12-31 19,762 $779,000 4,273
   GOFEN & GLOSSBERG LLC /IL/ 267 - 2022-12-31 19,674 $775,000 -62,282
  100 Records found
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