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Get Institutions for : 
Kfa Mount Lucas Index Strategy Etf (KMLM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    0
Total shares held : 
 2,900,813  
% of shares held : 
 32.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -3,091  
% of shares held change : 
   -0.03%  
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 :
12
 375,131
 12.93%
 
Increased Positions :
22
 642,505
 22.15%
 
Unchanged Positions :
7
 67,563
 2.33%
 
Decreased Positions :
18
-639,898
-22.06%
 
Closed Positions :
12
-380,829
-13.13%
 
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
   CWM LLC 259 *New 2024-03-31 404,341 $12,086,000 404,341
   Wealthcare Advisory Partners LLC 60 - 2024-03-31 320,966 $9,594,000 10,856
   PALLADIEM LLC 1 - 2023-09-30 269,735 $8,785,000 -6,025
   ANCORA ADVISORS, LLC 111 - 2023-12-31 280,651 $8,088,000 -18,941
   SUMMIT WEALTH & RETIREMENT PLANNING INC. 12 - 2023-12-31 227,953 $6,570,000 188,961
   JANE STREET GROUP LLC 1250 - 2023-12-31 225,404 $6,496,000 177,780
   Sound Financial Strategies Group LLC 5 *New 2023-12-31 148,752 $4,287,000 148,752
   QUANTITATIVE ADVANTAGE LLC 43 - 2023-03-31 141,772 $4,179,000 -3,479
   ROYAL BANK OF CANADA 2023 - 2023-12-31 144,072 $4,152,000 2,750
   FIRST HEARTLAND CONSULTANTS INC 54 - 2023-12-31 143,451 $4,134,000 -222,482
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1284 - 2024-03-31 127,279 $3,804,000 1,876
   CAPTRUST FINANCIAL ADVISORS 676 - 2023-12-31 123,772 $3,567,000 -24,023
   ENVESTNET ASSET MANAGEMENT INC 2198 - 2023-12-31 106,770 $3,077,000 -23,641
   Stegent Equity Advisors Inc. 9 - 2024-03-31 98,716 $2,951,000 -23,819
   Advisor Group Holdings Inc. 1612 - 2023-12-31 95,403 $2,749,000 25,670
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1786 - 2023-12-31 76,921 $2,217,000 51,700
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1003 - 2024-03-31 56,876 $1,700,000 34,942
   Moors & Cabot Inc. 260 - 2023-12-31 39,150 $1,128,000 20,750
   FINANCEWARE, INC. 31 - 2024-03-31 36,140 $1,080,000 -8,589
   Cambria Investment Management L.P. 133 - 2023-12-31 37,329 $1,076,000 -553
   Naviter Wealth LLC 154 - 2024-03-31 34,680 $1,037,000 -26,653
   ORG Partners LLC 103 - 2023-12-31 35,689 $1,028,000 -583
   Fermata Advisors LLC 78 - 2024-03-31 33,294 $995,000 -22,541
   Cetera Investment Advisers 1153 - 2023-12-31 31,354 $904,000 -3,891
   NATIONAL BANK OF CANADA /FI/ 1070 *New 2023-12-31 25,041 $717,000 25,041
   CSS LLC/IL 148 - 2023-12-31 22,370 $645,000 4,881
   Cumberland Partners Ltd 148 - 2023-12-31 18,931 $617,000 0
   Visionary Wealth Advisors 282 - 2023-12-31 21,423 $617,000 2,436
   Steel Peak Wealth Management LLC 272 - 2024-03-31 18,525 $554,000 0
   Astor Investment Management LLC 24 - 2024-03-31 16,928 $506,000 -9,346
   TWO SIGMA SECURITIES LLC 424 *New 2023-12-31 17,052 $491,000 17,052
   FMA Wealth Management LLC 31 - 2024-03-31 16,003 $478,000 6,841
   WFA of San Diego LLC 42 - 2023-09-30 14,600 $476,000 -984
   NVWM LLC 166 - 2023-12-31 16,305 $470,000 12,593
   BB&T CORP 2057 - 2023-12-31 14,411 $415,000 -210,722
   HILLTOP HOLDINGS INC. 404 - 2023-12-31 14,324 $413,000 348
   COMMONWEALTH EQUITY SERVICES LLC. 2959 - 2024-03-31 13,721 $410,000 5,916
   Laurel Wealth Advisors Inc. 410 - 2022-12-31 13,278 $406,000 -8,658
   Global Assets Advisory LLC 355 - 2024-03-31 12,208 $404,000 49
   COMERICA BANK 1968 - 2023-12-31 13,551 $391,000 13,394
   CITADEL ADVISORS LLC 3838 *New 2023-12-31 13,561 $391,000 13,561
   Savvy Advisors Inc. 79 - 2023-12-31 13,526 $390,000 0
   Triton Wealth Management PLLC 46 - 2024-03-31 11,192 $345,000 68
   ADVISORY SERVICES NETWORK, LLC 1068 - 2023-12-31 10,840 $312,000 -163
   STIFEL FINANCIAL CORP 2854 - 2023-12-31 10,123 $292,000 -1,485
   HARBOUR INVESTMENTS INC. 721 - 2023-12-31 10,079 $290,000 78
   AlphaStar Capital Management LLC 243 - 2023-12-31 9,954 $287,000 3,528
   Apollon Wealth Management LLC 894 - 2024-03-31 9,309 $278,000 -1,984
   Integrated Wealth Concepts LLC 1303 - 2023-12-31 9,302 $268,000 -4,452
   We Are One Seven LLC 746 - 2023-12-31 8,802 $254,000 874
   UBS Group AG 4513 - 2023-12-31 7,595 $219,000 7,595
   H D Vest Advisory Services 1443 - 2023-12-31 7,296 $210,000 0
   MORGAN STANLEY 5658 - 2023-12-31 4,453 $128,000 4,392
   MATHER GROUP, INC. 709 *New 2024-03-31 3,356 $97,000 3,356
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1837 *New 2023-12-31 2,928 $84,000 2,928
   Larson Financial Group LLC 772 - 2024-03-31 1,132 $34,000 0
   VisionPoint Advisory Group LLC 362 - 2023-12-31 614 $18,000 614
   SIMPLEX TRADING LLC 1834 - 2024-03-31 400 $11,000 300
   BANK OF MONTREAL /CAN/ 3201 - 2023-12-31 368 $11,000 -257
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1477 *New 2023-12-31 130 $4,000 130
   Hobbs Group Advisors LLC 430 - 2023-12-31 123 $4,000 0
   Christopher J. Hasenberg Inc 94 *New 2024-03-31 113 $3,000 113
   Able Wealth Management LLC 414 - 2023-12-31 111 $3,000 0
   HIGHTOWER ADVISORS, LLC 3338 *Closed 2023-12-31 0 $0 -219,782
   KEYBANK NATIONAL ASSOCIATION/OH 1076 *Closed 2023-12-31 0 $0 -13,546
   Provident Wealth Management LLC 108 *Closed 2024-03-31 0 $0 -21,817
   Emerald Investment Partners LLC 484 *Closed 2024-03-31 0 $0 -16,093
   BANK OF AMERICA CORP /DE/ 6448 *Closed 2023-12-31 0 $0 -10
   PROEQUITIES INC. 7741 - 2024-03-31 0 $0 0
   R. W. Roge & Company Inc. 48 *Closed 2024-03-31 0 $0 -33,677
   OLD MISSION CAPITAL LLC 1253 *Closed 2023-12-31 0 $0 -13,636
  71 Records found
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