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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
   Wealthcare Advisory Partners LLC 60 - 2024-03-31 320,966 $9,594,000 10,856
   JANE STREET GROUP LLC 1250 - 2023-12-31 225,404 $6,496,000 177,780
   FIRST HEARTLAND CONSULTANTS INC 60 - 2024-03-31 148,699 $4,445,000 5,248
   ROYAL BANK OF CANADA 2023 - 2023-12-31 144,072 $4,152,000 2,750
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1284 - 2024-03-31 127,279 $3,804,000 1,876
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1003 - 2024-03-31 56,876 $1,700,000 34,942
   CSS LLC/IL 148 - 2023-12-31 22,370 $645,000 4,881
   Visionary Wealth Advisors 282 - 2023-12-31 21,423 $617,000 2,436
   Cumberland Partners Ltd 156 - 2024-03-31 19,977 $597,000 1,046
   NVWM LLC 168 - 2024-03-31 16,965 $507,000 660
   FMA Wealth Management LLC 31 - 2024-03-31 16,003 $478,000 6,841
   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
   Global Assets Advisory LLC 355 - 2024-03-31 12,208 $404,000 49
   AlphaStar Capital Management LLC 201 - 2024-03-31 13,228 $395,000 3,274
   COMERICA BANK 1968 - 2023-12-31 13,551 $391,000 13,394
   Triton Wealth Management PLLC 46 - 2024-03-31 11,192 $345,000 68
   HARBOUR INVESTMENTS INC. 721 - 2023-12-31 10,079 $290,000 78
   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
   MORGAN STANLEY 5658 - 2023-12-31 4,453 $128,000 4,392
   SIMPLEX TRADING LLC 1834 - 2024-03-31 400 $11,000 300
  22 Records found
  1    
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