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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
   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
   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
   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
   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
   IHT Wealth Management LLC 32 - 2023-12-31 311,896 $12,301,000 122,998
   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
   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
   JUNCTURE WEALTH STRATEGIES LLC 8 - 2024-03-31 120,429 $4,912,000 13,808
   RENAISSANCE TECHNOLOGIES LLC 1479 - 2023-12-31 103,652 $4,088,000 84,052
   StoneCrest Wealth Management Inc. 12 - 2024-03-31 91,914 $3,749,000 8,879
   Flaharty Asset Management LLC 28 - 2023-12-31 81,979 $3,233,000 5,794
   PFG Investments LLC 117 - 2024-03-31 73,680 $3,005,000 49,648
   Good Life Advisors LLC 78 - 2024-03-31 67,988 $2,773,000 19,265
   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
   WEDBUSH MORGAN SECURITIES INC 133 - 2023-12-31 63,334 $2,498,000 7,501
   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
   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
   CITADEL ADVISORS LLC 2394 - 2023-12-31 46,035 $1,816,000 20,051
   BANGOR SAVINGS BANK 74 - 2024-03-31 43,942 $1,792,000 3,080
   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
   Rockefeller Capital Management L.P. 1040 - 2023-12-31 34,460 $1,359,000 24,313
   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
   McAdam LLC 109 - 2024-03-31 27,030 $1,103,000 494
   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
   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
   Kaizen Financial Strategies 30 - 2024-03-31 22,258 $908,000 6,250
   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
   Perennial Investment Advisors LLC 132 - 2023-12-31 19,762 $779,000 4,273
   Foundations Investment Advisors LLC 350 - 2023-12-31 18,792 $750,000 238
   MULTIFINANCIAL SECURITIES CORP 905 - 2023-12-31 18,934 $747,000 2,001
   BAKER AVENUE ASSET MANAGEMENT, LP 238 - 2023-12-31 16,812 $663,000 55
   DAVIDSON D A & CO 841 - 2023-12-31 16,684 $658,000 5,404
   Kestra Advisory Services LLC 1358 - 2023-12-31 16,406 $647,000 2,060
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 353 - 2024-03-31 15,863 $647,000 2,473
   Redwood Financial Network Corp 54 - 2024-03-31 15,769 $643,000 2,475
   Wealthfront Advisers LLC 722 - 2024-03-31 13,570 $554,000 6,481
   Arete Wealth Advisors LLC 382 - 2023-12-31 13,691 $540,000 13,691
   BANK OF MONTREAL /CAN/ 2004 - 2023-12-31 12,983 $513,000 7,314
   Kingsview Wealth Management LLC 660 - 2024-03-31 12,299 $502,000 670
   WOLVERINE TRADING LLC 697 - 2023-12-31 12,609 $497,000 3,439
   Founders Financial Alliance LLC 116 - 2023-12-31 11,358 $448,000 1,274
   BLAIR WILLIAM & CO/IL 1115 - 2024-03-31 10,760 $439,000 921
   Y-Intercept (Hong Kong) Ltd 870 - 2024-03-31 8,922 $364,000 37
   Qube Research & Technologies Ltd 2166 - 2023-12-31 8,623 $340,000 2,678
   KESTRA PRIVATE WEALTH SERVICES LLC 985 - 2024-03-31 7,741 $316,000 1,399
   Independent Advisor Alliance 559 - 2024-03-31 7,657 $312,000 359
   Envestnet Portfolio Solutions Inc. 1345 - 2024-03-31 7,524 $307,000 1,384
   NATIONAL BANK OF CANADA /FI/ 1211 - 2023-12-31 7,465 $294,000 596
   Solutions 4 Wealth Ltd 32 - 2024-03-31 7,066 $288,000 210
   Mattern Wealth Management LLC 142 - 2023-12-31 7,265 $287,000 300
   PSI Advisors LLC 108 - 2024-03-31 6,666 $272,000 699
   SRS Capital Advisors Inc. 246 - 2023-12-31 6,831 $269,000 115
   AXXCESS WEALTH MANAGEMENT LLC 714 - 2023-12-31 6,231 $246,000 298
   Accurate Wealth Management LLC 258 - 2024-03-31 5,713 $227,000 269
   Capital Investment Advisory Services LLC 497 - 2024-03-31 4,487 $183,000 3,092
   Financial Advisory Service Inc. 299 - 2024-03-31 4,061 $166,000 122
   Providence Capital Advisors LLC 121 - 2023-12-31 3,630 $143,000 3,000
   TOWER RESEARCH CAPITAL LLC 2447 - 2023-12-31 3,219 $127,000 3,166
   Core Wealth Advisors Inc. 65 - 2023-12-31 2,510 $99,000 705
   CWM LLC 1893 - 2024-03-31 2,331 $95,000 498
   Cape Investment Advisory Inc. 268 - 2023-12-31 2,002 $79,000 1,802
   Global Retirement Partners LLC 1201 - 2024-03-31 1,804 $74,000 41
   FIFTH THIRD BANCORP 1248 - 2024-03-31 1,620 $66,000 2
   NBC SECURITIES INC. 1095 - 2024-03-31 1,431 $58,000 22
   US BANCORP 2801 - 2024-03-31 924 $38,000 3
   CITIGROUP INC 3920 - 2024-03-31 800 $33,000 200
   Coastal Investment Advisors Inc. 620 - 2024-03-31 562 $23,000 562
   Raleigh Capital Management Inc. 493 - 2023-12-31 375 $15,000 35
   MANCHESTER CAPITAL MANAGEMENT LLC 702 - 2024-03-31 146 $6,000 72
  96 Records found
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