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Get Institutions for : 
Quadratic Interest Rate Vltly And Infltn Hdg Etf (IVOL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    2
Total shares held : 
 28,252,093  
% of shares held : 
 25.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 1,023,980  
% of shares held change : 
   0.94%  
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 :
17
 869,088
 3.08%
 
Increased Positions :
27
 4,935,482
 17.47%
 
Unchanged Positions :
29
 319,356
 1.13%
 
Decreased Positions :
62
-3,332,992
-11.8%
 
Closed Positions :
19
-1,447,598
-5.12%
 
Guru Positions :
1
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
   Simplicity WealthLLC 85 *New 2024-03-31 519,789 $9,840,000 519,789
   CENTAURUS FINANCIAL INC. 136 *New 2023-12-31 100,796 $2,084,000 100,796
   RENAISSANCE TECHNOLOGIES LLC 2375 *New 2023-12-31 50,643 $1,047,000 50,643
   HARTLINE INVESTMENT CORP/ 150 *New 2024-03-31 44,193 $837,000 44,193
   COLONY GROUP, LLC 709 *New 2023-12-31 12,006 $248,000 12,006
   LINCOLN NATIONAL CORP 1044 *New 2024-03-31 12,623 $239,000 12,623
   Vertex Planning Partners LLC 153 *New 2023-12-31 10,604 $219,000 10,604
   ANCORA ADVISORS, LLC 628 *New 2023-12-31 10,000 $207,000 10,000
   ASB Consultores LLC 109 *New 2023-12-31 9,776 $202,000 9,776
   Operose Advisors LLC 189 *New 2023-12-31 3,500 $72,000 3,500
   BESSEMER GROUP INC 1800 *New 2023-12-31 171 $4,000 171
   MATHER GROUP, INC. 1382 *New 2024-03-31 183 $4,000 183
   FMR LLC 5111 *New 2023-12-31 1 $0 1
  13 Records found
  1    
  Page 1 of 1
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