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Get Institutions for : 
Kfa Global Carbon Etf (KRBN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    6
Total shares held : 
 1,979,255  
% of shares held : 
 21.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 -502,413  
% of shares held change : 
   -5.58%  
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 :
6
 48,909
 2.47%
 
Increased Positions :
25
 142,744
 7.21%
 
Unchanged Positions :
32
 215,174
 10.87%
 
Decreased Positions :
35
-459,511
-23.22%
 
Closed Positions :
12
-234,555
-11.85%
 
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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 790 - 2024-03-31 149,836 $4,609,000 36,506
   MORGAN STANLEY 4093 - 2023-12-31 92,067 $3,360,000 26,905
   CIBC WORLD MARKETS INC. 488 - 2023-12-31 67,325 $2,457,000 30,341
   Riverwater Partners LLC 11 - 2024-03-31 68,070 $2,094,000 19,833
   Ethos Financial Group LLC 55 - 2024-03-31 48,249 $1,483,000 9,251
   SG AMERICAS SECURITIES LLC 909 - 2024-03-31 40,092 $1,233,000 92
   KRAEMATON INVESTMENT ADVISORS INC 29 - 2024-03-31 33,702 $1,037,000 9,975
   UBS Group AG 3390 - 2023-12-31 27,975 $1,021,000 1,545
   BANK OF MONTREAL /CAN/ 1794 - 2023-12-31 20,523 $749,000 17,891
   Geneos Wealth Management Inc. 411 - 2024-03-31 23,669 $728,000 370
   Private Advisor Group LLC 1454 - 2024-03-31 17,718 $545,000 7,341
   NATIONAL BANK OF CANADA /FI/ 1125 - 2023-12-31 14,078 $494,000 1,609
   Laffer Tengler Investments 79 - 2023-12-31 11,557 $422,000 1,390
   Wealthfront Advisers LLC 770 - 2024-03-31 12,508 $385,000 477
   Cresset Asset Management LLC 1351 - 2023-12-31 10,407 $380,000 321
   Advisor Group Holdings Inc. 3400 - 2024-03-31 8,802 $271,000 2,123
   PARTNERS CAPITAL INVESTMENT GROUP LLP 229 - 2023-12-31 6,865 $251,000 212
   Arete Wealth Advisors LLC 644 - 2023-12-31 6,057 $221,000 57
   CITADEL ADVISORS LLC 4507 - 2023-12-31 4,662 $170,000 2,127
   SIMPLEX TRADING LLC 1055 - 2024-03-31 5,265 $161,000 4,863
   U S GLOBAL INVESTORS INC 135 - 2024-03-31 1,800 $55,000 1,300
   TD Waterhouse Canada Inc. 1240 - 2024-03-31 637 $19,000 197
   FMR LLC 5113 - 2023-12-31 4 $0 3
  23 Records found
  1    
  Page 1 of 1
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