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Get Institutions for : 
Knowledge Leaders Developed World Etf (KLDW)  
$32.69 0.00 (0.00%) as of 4:30 Tue 6/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    0
Total shares held : 
 2,716,137  
% of shares held : 
 66.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -48,303  
% of shares held change : 
   -1.18%  
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 :
1
 875
 0.03%
 
Increased Positions :
5
 28,060
 1.03%
 
Unchanged Positions :
4
 11,645
 0.43%
 
Decreased Positions :
5
-76,233
-2.81%
 
Closed Positions :
1
-1,005
-0.04%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 81 - 2024-03-31 2,267,660 $101,381,000 -11,327
   Capital Planning Advisors LLC 14 - 2023-12-31 262,002 $10,953,000 3,388
   JANE STREET GROUP LLC 1858 - 2023-12-31 80,601 $3,369,000 -15,484
   CITADEL ADVISORS LLC 2666 - 2023-12-31 31,775 $1,328,000 -54,410
   CAPTRUST FINANCIAL ADVISORS 1352 - 2023-12-31 21,037 $879,000 -1,553
   BANK OF MONTREAL /CAN/ 2168 - 2023-12-31 10,092 $405,000 10,092
   LPL FINANCIAL CORP 3915 - 2023-12-31 8,226 $344,000 154
   Lakeside Advisors INC. - 2024-03-31 5,800 $259,000 0
   LINCOLN NATIONAL CORP - 2024-03-31 5,007 $224,000 -238
   RAYMOND JAMES & ASSOCIATES 3533 - 2024-03-31 4,711 $211,000 -1,349
   ROYAL BANK OF CANADA 4889 - 2023-12-31 2,630 $110,000 -2,100
   Tradition Wealth Management LLC 495 - 2023-12-31 2,207 $92,000 29
   ADVISORY SERVICES NETWORK, LLC 2151 *New 2023-12-31 875 $37,000 875
   Advisor Group Holdings Inc. 5294 - 2023-12-31 600 $25,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Smartleaf Asset Management LLC *New 2024-03-31 4 $0 4
   UBS Group AG 8031 *Closed 2023-12-31 0 $0 -1,005
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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