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Get Institutions for : 
Agility Shares Managed Risk Etf (MRSK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    1
Total shares held : 
 2,418,147  
% of shares held : 
 26.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 311,098  
% of shares held change : 
   3.46%  
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 :
3
 174,303
 7.21%
 
Increased Positions :
4
 201,260
 8.32%
 
Unchanged Positions :
3
 15,976
 0.66%
 
Decreased Positions :
10
-54,018
-2.23%
 
Closed Positions :
4
-10,447
-0.43%
 
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
   LPL FINANCIAL CORP 766 - 2024-03-31 943,327 $29,147,000 54,824
   Orion Portfolio Solutions LLC 55 - 2024-03-31 935,870 $28,917,000 55,065
   EQIS CAPITAL MANAGEMENT, INC. 41 - 2024-03-31 188,132 $5,813,000 -28,980
   Capital Analysts Inc. 84 - 2024-03-31 168,651 $5,211,000 13,711
   ICA Group Wealth Management LLC 68 - 2024-03-31 47,245 $1,460,000 17,561
   ENVESTNET ASSET MANAGEMENT INC 2768 - 2024-03-31 46,463 $1,436,000 -2,090
   SILVER OAK SECURITIES Inc 111 - 2024-03-31 43,979 $1,359,000 -1,906
   Advisor Group Holdings Inc. 2630 - 2024-03-31 23,104 $714,000 5,511
   GeoWealth Management LLC 382 - 2024-03-31 20,969 $648,000 -307
   TOEWS CORP /ADV 15 - 2024-03-31 19,266 $595,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2804 - 2024-03-31 15,971 $493,000 0
   OneAscent Wealth Management LLC 77 - 2024-03-31 15,262 $472,000 -133
   Capital Planning LLC 59 - 2024-03-31 13,446 $415,000 -272
   FINANCIAL NETWORK 2057 - 2024-03-31 13,231 $409,000 -2,594
   Atria Wealth Solutions Inc. 1683 - 2024-03-31 7,845 $242,000 -2,862
   VIRTU FINANCIAL LLC 739 - 2023-12-31 7,961 $230,000 -70,740
   Financial Gravity Wealth Inc. 251 - 2024-03-31 1,127 $35,000 1,122
   PRIVATE TRUST CO NA 1257 - 2024-03-31 1,072 $33,000 0
   PROEQUITIES INC. 6081 - 2024-03-31 0 $0 0
   IFP Advisors Inc 3140 *Closed 2023-12-31 0 $0 -130
   AE Wealth Management LLC 1594 *Closed 2024-03-31 0 $0 -11,598
   OLD MISSION CAPITAL LLC 1192 *Closed 2024-03-31 0 $0 -18,291
   GTS SECURITIES LLC 1447 *Closed 2024-03-31 0 $0 -21,632
  23 Records found
  1    
  Page 1 of 1
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