Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe S&p 500 Dividend Target Income Etf (KNG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 215    29
Total shares held : 
 25,869,486  
% of shares held : 
 59.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   105  
Amount of shares held : 
 7,350,417  
% of shares held change : 
   16.98%  
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 :
43
 733,741
 2.84%
 
Increased Positions :
114
 7,272,319
 28.11%
 
Unchanged Positions :
20
 177,319
 0.69%
 
Decreased Positions :
38
-233,867
-0.9%
 
Closed Positions :
14
-421,776
-1.63%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 331 - 2023-12-31 2,950,595 $152,487,000 846,067
   MORGAN STANLEY 909 - 2023-12-31 2,932,037 $151,528,000 877,389
   LPL FINANCIAL CORP 207 - 2023-12-31 2,779,521 $143,646,000 680,013
   RAYMOND JAMES & ASSOCIATES 313 - 2024-03-31 1,404,015 $75,410,000 183,546
   ENVESTNET ASSET MANAGEMENT INC 517 - 2023-12-31 1,246,686 $64,429,000 480,752
   UBS Group AG 579 - 2023-12-31 1,211,593 $62,615,000 118,570
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 222 - 2024-03-31 1,074,275 $57,699,000 227,774
   ROYAL BANK OF CANADA 767 - 2023-12-31 784,890 $40,563,000 287,465
   STIFEL FINANCIAL CORP 356 - 2023-12-31 679,387 $35,111,000 315,058
   BB&T CORP 297 - 2023-12-31 634,152 $32,773,000 251,258
   Advisor Group Holdings Inc. 373 - 2023-12-31 538,788 $27,846,000 159,560
   COMMONWEALTH EQUITY SERVICES LLC. 356 - 2023-12-31 530,750 $27,429,000 28,519
   Wagner Wealth Management LLC 2 - 2024-03-31 416,615 $22,376,000 322,783
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 274 - 2024-03-31 342,448 $18,393,000 1,666
   Solitude Financial Services 6 - 2024-03-31 325,639 $17,490,000 94,409
   MML INVESTORS SERVICES LLC 257 - 2023-12-31 322,320 $16,658,000 162,848
   MULTIFINANCIAL SECURITIES CORP 93 - 2023-12-31 314,159 $16,236,000 27,074
   Kestra Advisory Services LLC 166 - 2023-12-31 305,345 $15,780,000 68,114
   Arkadios Wealth Advisors - 2023-12-31 291,522 $15,066,000 16,129
   Brookstone Capital Management 92 - 2024-03-31 265,101 $14,239,000 -98,775
   AE Wealth Management LLC 310 - 2023-12-31 277,799 $14,215,000 146,723
   SYNOVUS FINANCIAL CORP 92 - 2023-12-31 215,299 $11,127,000 12,088
   Integrated Wealth Concepts LLC 135 - 2023-12-31 209,499 $10,827,000 9,390
   Cetera Investment Advisers 211 - 2023-12-31 207,989 $10,749,000 25,171
   Coppell Advisory Solutions LLC 6 - 2023-12-31 207,644 $10,731,000 206,408
   Ergawealth Advisors Inc. 6 - 2023-12-31 202,358 $10,458,000 143,957
   Rockefeller Capital Management L.P. 452 - 2023-12-31 197,378 $10,201,000 182,539
   Bullseye Investment Management LLC 5 - 2023-12-31 188,765 $9,755,000 173,939
   SlateStone Wealth LLC 31 - 2024-03-31 164,556 $8,838,000 1,024
   Steward Partners Investment Advisory LLC 185 - 2023-12-31 166,850 $8,623,000 -1,022
   BKA Wealth Consulting Inc. 2 - 2024-03-31 154,931 $8,321,000 11,453
   JANNEY MONTGOMERY SCOTT LLC 567 - 2023-12-31 156,536 $8,090,000 28,888
   Alpha Omega Group Inc. 3 - 2023-12-31 155,506 $8,037,000 -1,444
   HIGHTOWER ADVISORS, LLC 762 - 2023-12-31 153,937 $7,956,000 7,327
   NATIONAL ASSET MANAGEMENT, INC. 109 - 2023-12-31 149,336 $7,718,000 25,308
   Global Assets Advisory LLC 63 - 2024-03-31 402,709 $7,527,000 402,709
   Good Life Advisors LLC 29 - 2023-12-31 143,651 $7,424,000 5,278
   FINANCIAL NETWORK 443 - 2023-12-31 134,425 $6,947,000 44,053
   PSI Advisors LLC 8 - 2024-03-31 126,189 $6,778,000 68,279
   Pine Valley Investments Ltd Liability Co 45 - 2023-12-31 112,716 $5,825,000 7,951
   Mach-1 Financial Group Inc. 7 *New 2023-12-31 110,184 $5,694,000 110,184
   Kingsview Wealth Management LLC 140 - 2023-12-31 109,926 $5,681,000 15,342
   Atria Wealth Solutions Inc. 284 - 2023-12-31 107,855 $5,574,000 25,964
   PROSPERA FINANCIAL SERVICES 125 - 2023-12-31 107,324 $5,547,000 101,978
   Private Advisory Group LLC 27 - 2023-12-31 106,777 $5,518,000 11,277
   Elevated Capital Advisors LLC 16 - 2024-03-31 95,974 $5,155,000 7,131
   H D Vest Advisory Services 283 - 2023-12-31 96,148 $4,969,000 81,185
   PFS Partners LLC 12 - 2024-03-31 87,773 $4,714,000 5,755
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 680 - 2024-03-31 86,795 $4,662,000 26,297
   INTL FCSTONE INC. 33 - 2023-12-31 89,152 $4,621,000 2,538
   RFG Advisory Group LLC 116 - 2024-03-31 80,788 $4,339,000 -34,153
   Private Advisor Group LLC 482 - 2023-12-31 83,817 $4,332,000 26,472
   CULLEN CAPITAL MANAGEMENT LLC 86 *New 2023-12-31 83,512 $4,316,000 83,512
   Goss Wealth Management LLC 401 - 2023-12-31 81,614 $4,169,000 3,544
   UNIQUE WEALTH LLC 17 *New 2024-03-31 74,069 $3,978,000 74,069
   Beacon Pointe Advisors LLC 334 - 2023-12-31 76,691 $3,963,000 -8,284
   Strategic Financial Concepts LLC 31 - 2024-03-31 70,231 $3,772,000 17,232
   Snowden Capital Advisors LLC 198 - 2023-12-31 69,458 $3,590,000 9,679
   Prosperity Financial Group Inc. 9 - 2023-12-31 68,499 $3,540,000 -6,730
   N.E.W. Advisory Services LLC 40 - 2024-03-31 64,225 $3,450,000 4,455
   MILESTONE ASSET MANAGEMENT LLC 28 *New 2024-03-31 63,375 $3,404,000 63,375
   IFP Advisors Inc 138 - 2023-12-31 65,726 $3,397,000 7,367
   PCG Wealth Advisors LLC 23 *New 2024-03-31 62,672 $3,366,000 62,672
   Capital Investment Advisory Services LLC 70 - 2024-03-31 59,641 $3,203,000 19,379
   Bramshill Investments LLC 25 *New 2023-12-31 61,466 $3,177,000 61,466
   NewEdge Wealth LLC 227 - 2023-12-31 57,500 $2,972,000 0
   TKG Advisors LLC 21 *New 2023-12-31 56,945 $2,943,000 56,945
   STEPHENS INC /AR/ 321 - 2023-12-31 55,172 $2,851,000 22,007
   G&S Capital LLC 25 - 2024-03-31 51,097 $2,744,000 6,536
   PARK AVENUE SECURITIES LLC 314 - 2024-03-31 50,945 $2,736,000 40,297
   TOWNSQUARE CAPITAL LLC 360 *New 2023-12-31 51,262 $2,649,000 51,262
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 110 - 2024-03-31 49,189 $2,642,000 13,362
   HARBOUR INVESTMENTS INC. 193 - 2023-12-31 47,078 $2,433,000 16,820
   Triumph Capital Management 23 - 2024-03-31 45,304 $2,424,000 24,396
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 48 - 2023-12-31 46,151 $2,385,000 308
   Raab & Moskowitz Asset Management LLC 41 - 2023-12-31 45,748 $2,364,000 1,173
   Cornerstone Wealth Management LLC 116 - 2024-03-31 43,864 $2,356,000 -2,052
   Envestnet Portfolio Solutions Inc. 545 - 2023-12-31 45,469 $2,350,000 -21,159
   MARINER WEALTH ADVISORS, LLC 1022 - 2023-12-31 41,761 $2,158,000 17,729
   Foundations Investment Advisors LLC 220 - 2023-12-31 40,148 $2,071,000 12,081
   Sigma Planning Corp 134 - 2023-12-31 38,198 $1,974,000 28,378
   LINCOLN NATIONAL CORP 301 - 2023-12-31 35,915 $1,856,000 12,637
   OPPENHEIMER & CO INC 520 - 2023-12-31 35,459 $1,833,000 -6,987
   TrueWealth Advisors LLC 32 - 2024-03-31 33,658 $1,808,000 1,783
   Sowell Financial Services LLC - 2023-12-31 34,741 $1,790,000 6,830
   BAKER TILLY FINANCIAL LLC 79 - 2023-12-31 32,687 $1,689,000 -2,426
   Schubert & Co 5 - 2023-12-31 32,276 $1,668,000 1,777
   Hobart Private Capital LLC 35 - 2024-03-31 30,212 $1,623,000 8,772
   RENAISSANCE TECHNOLOGIES LLC 2085 *New 2023-12-31 30,988 $1,601,000 30,988
   FIRST HEARTLAND CONSULTANTS INC 110 *New 2023-12-31 30,592 $1,581,000 30,592
   CAPTRUST FINANCIAL ADVISORS 1025 - 2023-12-31 30,234 $1,562,000 1,252
   Valtinson Bruner Financial Planning LLC 42 - 2023-12-31 27,801 $1,437,000 -2,821
   BOS Asset Management LLC 24 - 2023-12-31 27,307 $1,411,000 -1,361
   SILVER OAK SECURITIES Inc 126 - 2023-12-31 27,137 $1,402,000 15,312
   WEDBUSH MORGAN SECURITIES INC 243 - 2023-12-31 27,105 $1,401,000 8,154
   Orion Portfolio Solutions LLC 808 - 2023-12-31 26,142 $1,349,000 -2,843
   Tyler-Stone Wealth Management 32 - 2023-12-31 26,047 $1,346,000 24,693
   Schulz Wealth LTD. 17 - 2024-03-31 24,225 $1,301,000 9,725
   Resources Investment Advisors Inc. 403 - 2023-12-31 24,754 $1,279,000 17,308
   COMERICA BANK 1408 - 2023-12-31 24,660 $1,274,000 8,885
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us