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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 927 - 2023-12-31 3,720,906 $146,753,000 -28,166
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 309 - 2024-03-31 974,217 $39,738,000 -26,488
   ROYAL BANK OF CANADA 922 - 2023-12-31 755,361 $29,792,000 -9,366
   Advisor Group Holdings Inc. 424 - 2024-03-31 470,370 $19,188,000 -3,257
   Hamilton Wealth LLC 8 - 2023-12-31 323,773 $12,770,000 -11,488
   Caerus Investment Advisors LLC 2 - 2024-03-31 279,883 $11,416,000 -2,152
   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
   STIFEL FINANCIAL CORP 1102 - 2023-12-31 125,026 $4,931,000 -6,199
   River Street Advisors LLC 5 - 2024-03-31 105,327 $4,296,000 -1,979
   RIVERFRONT INVESTMENT GROUP, LLC 66 - 2024-03-31 100,114 $4,084,000 -1,773
   XML Financial LLC 74 - 2023-12-31 92,559 $3,651,000 -37,659
   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
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 121 - 2024-03-31 71,142 $2,902,000 -3,866
   FINANCIAL NETWORK 821 - 2023-12-31 69,983 $2,760,000 -1,470
   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
   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
   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
   MONTICELLO WEALTH MANAGEMENT LLC 78 - 2024-03-31 46,745 $1,907,000 -2,238
   Concurrent Investment Advisors LLC 258 - 2024-03-31 44,343 $1,809,000 -11,914
   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
   Berger Financial Group Inc 131 - 2024-03-31 31,953 $1,303,000 -1,134
   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
   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
   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
   Stratos Wealth Partners LTD. 647 - 2024-03-31 23,930 $976,000 -582
   Bensler LLC 91 - 2024-03-31 21,720 $886,000 -5,134
   Joseph P. Lucia & Associates LLC 60 - 2024-03-31 20,982 $856,000 -1,407
   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
   GOFEN & GLOSSBERG LLC /IL/ 267 - 2022-12-31 19,674 $775,000 -62,282
   Consolidated Planning Corp 98 - 2024-03-31 17,293 $705,000 -2,563
   Union Bankshares Corp 190 - 2024-03-31 16,770 $684,000 -6,261
   Iron Horse Wealth Management LLC 17 - 2024-03-31 16,584 $676,000 -6,482
   CAP Partners LLC 48 - 2024-03-31 16,498 $673,000 -1,761
   IFP Advisors Inc 483 - 2023-12-31 16,440 $648,000 -27,766
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3108 - 2024-03-31 15,695 $640,000 -47,850
   Significant Wealth Partners LLC 66 - 2024-03-31 15,375 $627,000 -20,410
   Armor Investment Advisors LLC 67 - 2024-03-31 14,862 $606,000 -2,926
   GeoWealth Management LLC 292 - 2023-12-31 15,334 $604,000 -1,938
   QP WEALTH MANAGEMENT LLC 32 - 2023-09-30 15,305 $595,000 -820
   Eudaimonia Partners LLC 143 - 2024-03-31 14,301 $583,000 -2,030
   CI Private Wealth LLC 1579 - 2024-03-31 13,340 $544,000 -398
   OPPENHEIMER & CO INC 968 - 2024-03-31 12,958 $529,000 -141
   Lifeworks Advisors LLC 132 - 2024-03-31 11,507 $469,000 -3,344
   EUDAIMONIA ADVISORS LLC 108 - 2024-03-31 11,406 $465,000 -898
   Beacon Pointe Advisors LLC 916 - 2023-12-31 11,472 $452,000 -600
   MANCHESTER FINANCIAL INC 57 - 2024-03-31 11,065 $451,000 -1,292
   Semus Wealth Partners LLC 61 - 2024-03-31 10,688 $436,000 -538
   FLAGSHIP HARBOR ADVISORS LLC 421 - 2024-03-31 10,518 $429,000 -2,081
   MILESTONE ASSET MANAGEMENT LLC 124 - 2024-03-31 8,990 $367,000 -1,809
   Weaver Consulting Group 134 - 2024-03-31 8,904 $363,000 -646
   Snowden Capital Advisors LLC 846 - 2023-12-31 8,695 $343,000 -1,000
   Ausdal Financial Partners Inc. 375 - 2024-03-31 7,233 $295,000 -532
   Richard P Slaughter Associates Inc 120 - 2024-03-31 7,059 $288,000 -204,584
   MOSELEY INVESTMENT MANAGEMENT INC 127 - 2024-03-31 5,599 $228,000 -190
   Financial Advocates Investment Management 683 - 2024-03-31 5,553 $226,000 -4,081
   MERCER GLOBAL ADVISORS INC /ADV 1826 - 2023-12-31 5,256 $207,000 -192
   MEADOWBROOK INVESTMENT ADVISORS LLC 121 - 2024-03-31 3,956 $161,000 -925
   ALPHAMARK ADVISORS LLC 298 - 2024-03-31 1,875 $76,000 -125
   J P MORGAN CHASE & CO 4626 - 2024-03-31 1,519 $62,000 -366,260
   Aptus Capital Advisors LLC 717 - 2023-12-31 686 $27,000 -691
   FMR LLC 3890 - 2023-12-31 407 $16,000 -66
   CFG ASSET MANAGEMENT LLC 238 - 2024-03-31 305 $12,000 -160
   ATTICUS WEALTH MANAGEMENT LLC 491 - 2024-03-31 34 $1,000 -346
  75 Records found
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