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Get Institutions for : 
Blackrock World Exus Crbn Transition Readiness Etf (LCTD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    17
Total shares held : 
 10,278,723  
% of shares held : 
 81.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 -1,266,170  
% of shares held change : 
   -10.04%  
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 :
18
 236,027
 2.3%
 
Increased Positions :
52
 733,344
 7.13%
 
Unchanged Positions :
4
 3,535,076
 34.39%
 
Decreased Positions :
6
-2,235,526
-21.75%
 
Closed Positions :
1
-15
-0%
 
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
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 90 - 2023-12-31 3,706,601 $162,089,000 -2,100,000
   FACTORY MUTUAL INSURANCE CO 20 - 2024-03-31 2,053,970 $93,814,000 0
   CREDIT SUISSE/ 310 - 2023-12-31 1,480,000 $64,720,000 0
   ENVESTNET ASSET MANAGEMENT INC 581 - 2023-12-31 1,254,887 $54,876,000 257,524
   Envestnet Portfolio Solutions Inc. 129 - 2023-12-31 409,883 $17,924,000 98,126
   J P MORGAN CHASE & CO 2445 - 2023-12-31 111,992 $4,898,000 44,688
   Advisor Group Holdings Inc. 1222 - 2023-12-31 109,817 $4,805,000 -6,353
   PARK AVENUE SECURITIES LLC 209 - 2024-03-31 103,089 $4,709,000 -5,591
   JANE STREET GROUP LLC 1697 - 2023-12-31 90,573 $3,961,000 64,016
   LPL FINANCIAL CORP 1850 - 2023-12-31 88,074 $3,851,000 37,719
   MML INVESTORS SERVICES LLC 762 - 2023-12-31 75,891 $3,319,000 16,770
   CWM LLC 508 - 2024-03-31 71,508 $3,266,000 36
   FLOW TRADERS U.S. LLC 167 *New 2023-12-31 63,905 $2,795,000 63,905
   OLD MISSION CAPITAL LLC 262 *New 2023-12-31 45,132 $1,974,000 45,132
   Cetera Investment Advisers 830 - 2023-12-31 42,637 $1,865,000 10,847
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2061 - 2023-12-31 38,673 $1,691,000 38,673
   HPM Partners LLC - 2023-12-31 34,737 $1,519,000 28,107
   One Wealth Advisors LLC 60 - 2024-03-31 32,562 $1,487,000 -347
   Atria Wealth Solutions Inc. 738 - 2023-12-31 31,295 $1,369,000 7,363
   CITADEL ADVISORS LLC 2814 *New 2023-12-31 25,789 $1,128,000 25,789
   BANK OF MONTREAL /CAN/ 1622 - 2023-12-31 23,199 $1,021,000 10,941
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 574 *New 2023-12-31 20,663 $904,000 20,663
   Horst & Graben Wealth Management LLC 61 - 2024-03-31 19,560 $893,000 783
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 713 - 2023-12-31 19,409 $849,000 4,271
   Sharkey Howes & Javer 73 - 2024-03-31 17,380 $794,000 1,188
   MORNINGSTAR INVESTMENT SERVICES, INC. 257 *New 2023-12-31 16,348 $716,000 16,348
   JANNEY MONTGOMERY SCOTT LLC 1647 - 2023-12-31 16,288 $712,000 3,158
   ROYAL BANK OF CANADA 3374 - 2023-12-31 15,995 $700,000 10,813
   Equitable Holdings Inc. 671 - 2023-12-31 15,658 $685,000 5,369
   WEALTHSOURCE PARTNERS LLC 283 - 2023-12-31 13,544 $592,000 4,266
   FINANCIAL NETWORK 1777 - 2023-12-31 12,860 $562,000 4,353
   PRUDENTIAL FINANCIAL INC 2103 - 2023-12-31 12,456 $545,000 1,729
   Steward Partners Investment Advisory LLC 957 - 2023-12-31 12,410 $543,000 2,619
   AE Wealth Management LLC 1386 *New 2023-12-31 12,228 $532,000 12,228
   Integrated Wealth Concepts LLC 986 - 2023-12-31 11,655 $510,000 5,238
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2277 - 2024-03-31 10,723 $490,000 758
   SigFig Wealth Management LLC 106 - 2023-12-31 11,167 $488,000 2,722
   THRIVENT FINANCIAL FOR LUTHERANS 2162 - 2023-12-31 10,445 $457,000 1,829
   BANK OF NEW YORK MELLON CORP 3517 - 2024-03-31 9,777 $447,000 -144
   Aptus Capital Advisors LLC 406 - 2023-12-31 9,566 $418,000 7,180
   TCWP LLC 30 *New 2023-12-31 8,474 $371,000 8,474
   We Are One Seven LLC 634 *New 2023-12-31 8,474 $371,000 8,474
   Wealth Alliance 332 *New 2023-12-31 8,105 $354,000 8,105
   DFPG INVESTMENTS INC. 495 - 2023-12-31 7,747 $333,000 790
   Austin Private Wealth LLC 158 - 2024-03-31 7,345 $333,000 309
   COMMONWEALTH EQUITY SERVICES LLC. 3087 - 2023-12-31 6,971 $305,000 1,987
   MULTIFINANCIAL SECURITIES CORP 1449 *New 2023-12-31 6,490 $284,000 6,490
   MA Private Wealth *New 2023-12-31 6,453 $282,000 6,453
   REGAL INVESTMENT ADVISORS, LLC 477 - 2023-12-31 5,337 $233,000 354
   H D Vest Advisory Services 1373 *New 2023-12-31 5,329 $233,000 5,329
   Snowden Capital Advisors LLC 1011 - 2023-12-31 5,270 $230,000 140
   Pensionmark Financial Group LLC 357 *New 2023-12-31 4,914 $215,000 4,914
   Strategic Blueprint LLC 574 *New 2024-03-31 4,446 $203,000 4,446
   NATIONAL BANK OF CANADA /FI/ 1299 - 2023-12-31 4,195 $181,000 -1,336
   Venturi Wealth Management LLC 390 - 2024-03-31 2,880 $132,000 116
   FTB Advisors Inc. 632 - 2024-03-31 2,705 $124,000 -264
   PROEQUITIES INC. 837 - 2023-12-31 2,743 $120,000 2,145
   Goodwin Investment Advisory 39 - 2023-12-31 2,531 $111,000 -1,009
   Farther Finance Advisors LLC 837 - 2023-12-31 2,003 $88,000 287
   ADVISORY SERVICES NETWORK, LLC 1755 *New 2023-12-31 1,777 $78,000 1,777
   Spire Wealth Management 1167 - 2024-03-31 1,248 $57,000 -67
   HARBOUR INVESTMENTS INC. 1395 - 2023-12-31 1,293 $57,000 704
   CREATIVE FINANCIAL DESIGNS INC /ADV 671 - 2023-12-31 1,203 $53,000 1,195
   Sugarloaf Wealth Management LLC 288 - 2024-03-31 1,145 $52,000 59
   UBS Group AG 5253 - 2023-12-31 1,169 $51,000 815
   COMERICA BANK 2711 - 2023-12-31 1,128 $49,000 383
   Capital Analysts Inc. 652 - 2023-12-31 1,101 $48,000 193
   JFS WEALTH ADVISORS, LLC 416 *New 2023-12-31 1,041 $46,000 1,041
   Lindbrook Capital LLC 807 - 2024-03-31 1,000 $46,000 200
   EverSource Wealth Advisors LLC 1148 - 2023-12-31 544 $24,000 13
   BLACKROCK INC. 4728 - 2023-12-31 530 $23,000 97
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 304 - 2023-12-31 511 $22,000 128
   AdvisorNet Financial Inc 1057 - 2024-03-31 455 $21,000 1
   PNC FINANCIAL SERVICES GROUP INC 3416 - 2023-12-31 426 $19,000 157
   ORG Partners LLC 618 - 2023-12-31 339 $15,000 141
   Milestone Investment Advisors LLC 111 - 2023-12-31 290 $13,000 -10
   Aspire Private Capital LLC 493 - 2024-03-31 118 $5,000 2
   NBT BANK N A /NY 506 - 2024-03-31 104 $5,000 0
   MATHER GROUP, INC. 1603 *New 2024-03-31 17 $1,000 17
   MORGAN STANLEY 7138 *New 2023-12-31 1 $0 1
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -15
   ST GERMAIN D J CO INC 790 *Closed 2024-03-31 0 $0 -20
   HANSON MCCLAIN, INC. 3670 - 2024-03-31 7 $0 0
  83 Records found
  1    
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