JEPY : Institutional Ownership for Defiance S&p 500 Enhanced Options Income Etf

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Get Institutions for :

Defiance S&p 500 Enhanced Options Income Etf (JEPY)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

388,823

% of shares held :

4.32%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

335,576

% of shares held change :

3.73%

Quarter Price vs. Current Price:

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 :	14	335,776	86.36%
	Increased Positions :	0	0	0%
	Unchanged Positions :	1	53,047	13.64%
	Decreased Positions :	0	0	0%
	Closed Positions :	1	-200	-0.05%
	Guru Positions :	0		0%

Charting Not Avaliable

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
Virtue Capital Management LLC	42	*New	2023-12-31	110,824	$1,975,000	110,824
Coppell Advisory Solutions LLC	82	*New	2023-12-31	79,090	$1,427,000	79,090
Zega Financial LLC	33	-	2023-12-31	53,047	$957,000	0
GOLDMAN SACHS GROUP INC/	3888	*New	2023-12-31	25,000	$451,000	25,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP	3996	*New	2023-12-31	23,236	$419,000	23,236
OLD MISSION CAPITAL LLC	678	*New	2023-12-31	21,907	$395,000	21,907
Toroso Investments LLC	1049	*New	2023-12-31	21,172	$382,000	21,172
Centric Wealth Management	110	-	2024-03-31	20,183	$335,000	614
UBS Group AG		*New	2023-12-31	2,550	$46,000	2,550
TOWER RESEARCH CAPITAL LLC	4333	*New	2023-12-31	550	$10,000	550
ANCORA ADVISORS, LLC	1394	*New	2023-12-31	104	$2,000	104
MORGAN STANLEY	7451	*New	2023-12-31	1	$0	1
PROEQUITIES INC.		*New	2024-03-31	0	$0	0
ALPHAMARK ADVISORS LLC	804	*Closed	2024-03-31	0	$0	-625
JMG FINANCIAL GROUP, LTD.		*Closed	2024-03-31	0	$0	-30,148
ROYAL BANK OF CANADA	6977	*Closed	2023-12-31	0	$0	-200
Global Retirement Partners LLC	3466	*Closed	2024-03-31	0	$0	-1,000

17 Records found

Page 1 of 1

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