Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Blackrock Us Carbon Transition Readiness Etf (LCTU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 130    10
Total shares held : 
29,755,675  
% of shares held : 
10.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  83  
Amount of shares held : 
-372,744  
% of shares held change : 
  -0.13%  
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
 244,858
 0.82%
 
Increased Positions :
85
 3,015,689
 10.13%
 
Unchanged Positions :
15
 7,060,416
 23.73%
 
Decreased Positions :
12
-3,573,214
-12.01%
 
Closed Positions :
8
-60,077
-0.2%
 
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
   ENVESTNET ASSET MANAGEMENT INC 158 - 2024-03-31 5,822,414 $334,265,000 5,780
   Varma Mutual Pension Insurance Co 7 - 2024-03-31 4,814,000 $276,372,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 61 - 2024-03-31 3,859,591 $221,579,000 -3,500,000
   CREDIT SUISSE/ 194 - 2024-03-31 1,785,000 $102,477,000 200,000
   Envestnet Portfolio Solutions Inc. 48 - 2024-03-31 1,769,853 $101,607,000 -96,396
   FACTORY MUTUAL INSURANCE CO 35 - 2024-03-31 1,053,908 $60,505,000 -1,070,000
   J P MORGAN CHASE & CO 1288 - 2024-03-31 680,945 $39,093,000 31,775
   CWM LLC 108 - 2024-03-31 667,757 $38,336,000 -80,049
   PARK AVENUE SECURITIES LLC 41 - 2024-03-31 505,712 $29,033,000 -7,318
   LPL FINANCIAL CORP 796 - 2024-03-31 479,166 $27,509,000 93,261
   MML INVESTORS SERVICES LLC 239 - 2024-03-31 365,511 $20,984,000 10,359
   One Wealth Advisors LLC 15 - 2024-03-31 199,159 $11,434,000 -1,291
   Cetera Investment Advisers 176 - 2024-03-31 170,260 $9,775,000 -24,246
   Atria Wealth Solutions Inc. 216 - 2024-03-31 152,893 $8,778,000 -4,723
   JANNEY MONTGOMERY SCOTT LLC 718 - 2024-03-31 97,495 $5,597,000 5,714
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 398 - 2024-03-31 96,322 $5,530,000 5,643
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 277 - 2024-03-31 90,420 $5,191,000 -4,778
   Horst & Graben Wealth Management LLC 21 - 2024-03-31 87,352 $5,015,000 5,415
   ROYAL BANK OF CANADA 1932 - 2024-03-31 82,898 $4,758,000 5,676
   Sharkey Howes & Javer 25 - 2024-03-31 77,121 $4,427,000 -3,637
   ADVISORY SERVICES NETWORK, LLC 240 - 2024-03-31 74,294 $4,265,000 -1,359
   Equitable Holdings Inc. 289 - 2024-03-31 68,958 $3,959,000 -1,700
   Integrated Wealth Concepts LLC 306 - 2024-03-31 68,614 $3,939,000 2,452
   WEALTHSOURCE PARTNERS LLC 68 - 2023-12-31 69,232 $3,624,000 10,491
   THRIVENT FINANCIAL FOR LUTHERANS 974 - 2024-03-31 62,594 $3,594,000 7,090
   Advisor Group Holdings Inc. 1271 - 2024-03-31 62,148 $3,568,000 -451,461
   Steward Partners Investment Advisory LLC 418 - 2024-03-31 60,247 $3,459,000 -565
   MULTIFINANCIAL SECURITIES CORP 595 - 2024-03-31 58,145 $3,338,000 27,901
   FINANCIAL NETWORK 789 - 2024-03-31 57,352 $3,293,000 -1,119
   PRUDENTIAL FINANCIAL INC 1189 - 2024-03-31 54,266 $3,115,000 -1,712
   SigFig Wealth Management LLC 66 - 2024-03-31 50,967 $2,926,000 50
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1040 - 2024-03-31 50,792 $2,916,000 3,519
   MORNINGSTAR INVESTMENT SERVICES, INC. 148 - 2024-03-31 48,527 $2,784,000 -23,208
   We Are One Seven LLC 168 - 2024-03-31 47,064 $2,702,000 -1,618
   TCWP LLC 2 - 2024-03-31 47,064 $2,702,000 -1,618
   BANK OF NEW YORK MELLON CORP 2609 - 2024-03-31 46,678 $2,680,000 165
   HPM Partners LLC 869 - 2024-03-31 46,106 $2,647,000 78
   Resources Investment Advisors Inc. 293 - 2024-03-31 42,307 $2,429,000 1,411
   GOLDMAN SACHS GROUP INC/ 3065 - 2024-03-31 41,503 $2,383,000 33,157
   Wealth Alliance 63 - 2024-03-31 39,161 $2,248,000 -403
   Diversify Advisory Services LLC 149 - 2024-03-31 38,839 $2,222,000 0
   Aptus Capital Advisors LLC 275 - 2024-03-31 37,235 $2,138,000 -10,414
   Austin Private Wealth LLC 48 - 2024-03-31 35,405 $2,013,000 2,133
   DFPG INVESTMENTS INC. 142 - 2023-12-31 38,659 $1,992,000 239
   COMMONWEALTH EQUITY SERVICES LLC. 1809 - 2024-03-31 32,947 $1,892,000 1,567
   MA Private Wealth 32 - 2024-03-31 30,117 $1,729,000 0
   Snowden Capital Advisors LLC 380 - 2024-03-31 26,568 $1,525,000 438
   REGAL INVESTMENT ADVISORS, LLC 203 - 2024-03-31 25,710 $1,476,000 -88
   Mount Yale Investment Advisors LLC 175 - 2024-03-31 24,545 $1,409,000 -68
   H D Vest Advisory Services 639 - 2024-03-31 24,379 $1,400,000 5,838
   Orion Portfolio Solutions LLC 865 - 2024-03-31 22,751 $1,306,000 927
   TOWNSQUARE CAPITAL LLC 590 - 2024-03-31 22,324 $1,282,000 1,081
   Pensionmark Financial Group LLC 114 - 2024-03-31 22,167 $1,273,000 -523
   Strategic Blueprint LLC 215 - 2024-03-31 21,320 $1,224,000 -124
   One Wealth Management Investment & Advisory Servic 37 - 2024-03-31 20,262 $1,163,000 -981
   Stratos Wealth Advisors LLC 302 - 2024-03-31 20,034 $1,150,000 -601
   Keystone Financial Services 25 - 2023-12-31 20,660 $1,081,000 5,437
   Perigon Wealth Management LLC 371 - 2024-03-31 17,307 $994,000 1,883
   NATIONAL ASSET MANAGEMENT, INC. 548 - 2024-03-31 19,515 $923,000 5,021
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2684 - 2024-03-31 15,824 $908,000 -17,777
   JANE STREET GROUP LLC 3209 *New 2024-03-31 15,511 $890,000 15,511
   Concurrent Investment Advisors LLC 402 - 2024-03-31 15,142 $869,000 -953
   Change Path LLC 411 - 2024-03-31 15,001 $861,000 9,957
   DOHJ LLC 83 - 2024-03-31 14,608 $839,000 354
   PROEQUITIES INC. 336 - 2024-03-31 14,539 $835,000 2,378
   Sowell Financial Services LLC 375 - 2024-03-31 14,479 $831,000 14,479
   West Wealth Group LLC 35 - 2024-03-31 14,361 $824,000 -172
   Copperleaf Capital LLC 46 - 2024-03-31 13,565 $779,000 -814
   LINCOLN NATIONAL CORP 590 - 2024-03-31 13,469 $773,000 7,779
   FTB Advisors Inc. 278 - 2024-03-31 13,356 $767,000 -851
   Venturi Wealth Management LLC 217 - 2024-03-31 12,643 $726,000 -1,102
   Patriot Financial Group Insurance Agency LLC 207 - 2024-03-31 12,002 $689,000 -1,354
   Buttonwood Financial Group LLC 22 - 2024-03-31 11,846 $680,000 2,761
   Farther Finance Advisors LLC 325 - 2024-03-31 11,588 $663,000 -73
   Maia Wealth LLC 75 - 2023-12-31 12,513 $655,000 0
   UBS Group AG 3889 - 2024-03-31 11,106 $638,000 1,186
   Goss Wealth Management LLC 1249 *New 2024-03-31 9,957 $572,000 9,957
   WAGNER CAPITAL MANAGEMENT CORP 198 - 2024-03-31 9,741 $559,000 553
   Gen-Wealth Partners Inc 88 - 2024-03-31 9,572 $550,000 0
   Ascent Group LLC 341 - 2024-03-31 9,325 $535,000 -1
   Buck Wealth Strategies LLC 56 - 2024-03-31 9,090 $522,000 9,090
   TRANSCEND WEALTH COLLECTIVE LLC 336 - 2024-03-31 8,171 $469,000 1,177
   ZACKS INVESTMENT MANAGEMENT 481 *New 2024-03-31 8,062 $463,000 8,062
   BEACON FINANCIAL GROUP 228 - 2024-03-31 7,751 $445,000 -516
   AE Wealth Management LLC 847 - 2024-03-31 7,681 $441,000 -15,841
   Spectrum Planning & Advisory Services Inc. 29 - 2023-12-31 8,347 $437,000 3,432
   Apollon Wealth Management LLC 746 - 2024-03-31 7,479 $429,000 -709
   COMERICA SECURITIESINC. 297 - 2023-09-30 9,021 $427,000 2,705
   CoreCap Advisors LLC 381 - 2023-12-31 7,790 $408,000 -371
   WEDBUSH MORGAN SECURITIES INC 726 - 2024-03-31 7,091 $407,000 1,271
   KESTRA PRIVATE WEALTH SERVICES LLC 895 - 2024-03-31 6,875 $395,000 21
   JB Capital LLC 156 - 2024-03-31 6,822 $392,000 601
   THEORY FINANCIAL LLC 57 *New 2024-03-31 6,789 $390,000 6,789
   HARBOUR INVESTMENTS INC. 620 - 2023-12-31 7,433 $389,000 3,493
   Spire Wealth Management 588 - 2024-03-31 6,719 $386,000 -754
   Centurion Wealth Management LLC 101 - 2024-03-31 6,719 $386,000 -1,008
   U.S. Capital Wealth Advisors LLC 514 - 2024-03-31 6,641 $381,000 -219
   Hoxton Planning & Management LLC 104 - 2024-03-31 6,439 $370,000 -284
   Gateway Wealth Partners LLC 148 - 2024-03-31 6,438 $370,000 -516
   Capital Analysts Inc. 358 - 2024-03-31 6,301 $362,000 1,202

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results