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Get Institutions for : 
International Drawdown Managed Equity Etf (IDME)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
 5,846,809  
% of shares held : 
 15.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 -1,134,249  
% of shares held change : 
   -2.95%  
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 :
4
 190,845
 3.26%
 
Increased Positions :
7
 71,030
 1.21%
 
Unchanged Positions :
2
 85,581
 1.46%
 
Decreased Positions :
5
-698,755
-11.95%
 
Closed Positions :
3
-697,369
-11.93%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Aptus Capital Advisors LLC 8 - 2023-12-31 3,444,526 $68,856,000 -672,218
   Sugarloaf Wealth Management LLC 8 - 2024-03-31 956,239 $19,899,000 121,581
   Waterloo Capital L.P. 6 - 2023-12-31 582,491 $11,644,000 4,849
   FIRST HEARTLAND CONSULTANTS INC 29 - 2023-12-31 370,817 $7,413,000 7,867
   SILVER OAK SECURITIES Inc 51 - 2023-12-31 158,908 $3,177,000 20,304
   Park Place Capital Corp 18 *New 2024-03-31 147,987 $3,080,000 147,987
   Integrated Wealth Concepts LLC 394 *New 2023-12-31 127,419 $2,547,000 127,419
   One + One Wealth Management LLC 27 - 2024-03-31 100,750 $2,097,000 47,155
   MBE Wealth Management LLC 13 - 2024-03-31 86,961 $1,810,000 22,527
   Second Line Capital LLC 38 - 2023-12-31 85,581 $1,711,000 0
   ATRIA INVESTMENTS LLC 844 *New 2023-12-31 56,293 $1,125,000 56,293
   Atomi Financial Group Inc. 195 - 2023-12-31 34,096 $682,000 -111
   Signal Advisors Wealth LLC 182 *New 2024-03-31 21,177 $441,000 21,177
   CITADEL ADVISORS LLC 4103 - 2023-12-31 14,568 $291,000 -22,594
   Advisor Resource Council 205 *New 2024-03-31 11,154 $223,000 11,154
   GUARDIAN WEALTH ADVISORS LLC / NC 250 - 2023-12-31 7,512 $150,000 -3,542
   Coppell Advisory Solutions LLC 304 *New 2023-12-31 7,132 $143,000 7,132
   Global Retirement Partners LLC 933 - 2024-03-31 6,544 $136,000 1,917
   UBS Group AG 6578 - 2023-12-31 151 $3,000 121
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   GTS SECURITIES LLC 1675 *Closed 2023-12-31 0 $0 -22,865
   MORGAN STANLEY 7541 *New 2023-12-31 1 $0 1
   S.C. Financial Services Inc. 136 *Closed 2022-12-31 0 $0 -16,078
   Virtue Capital Management LLC 430 *Closed 2023-12-31 0 $0 -13,411
  24 Records found
  1    
  Page 1 of 1
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