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Get Institutions for : 
Nationwide Risk-managed Income Etf (NUSI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    3
Total shares held : 
 2,343,397  
% of shares held : 
 5.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -98,577  
% of shares held change : 
   -0.21%  
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 :
4
 24,657
 1.05%
 
Increased Positions :
19
 238,919
 10.2%
 
Unchanged Positions :
10
 109,484
 4.67%
 
Decreased Positions :
26
-251,467
-10.73%
 
Closed Positions :
7
-110,686
-4.72%
 
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
   LPL FINANCIAL CORP 1590 - 2023-12-31 257,484 $5,768,000 -21,987
   STIFEL FINANCIAL CORP 1054 - 2023-12-31 245,496 $5,499,000 10,182
   ROYAL BANK OF CANADA 1961 - 2023-12-31 203,998 $4,569,000 1,683
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1252 - 2023-12-31 185,784 $4,162,000 142,800
   COMMONWEALTH EQUITY SERVICES LLC. 1205 - 2023-12-31 181,260 $4,060,000 -13,417
   Advisor Group Holdings Inc. 1396 - 2023-12-31 168,932 $3,784,000 -20,015
   Wealthstar Advisors LLC 9 - 2024-03-31 131,127 $3,096,000 -936
   Davies Financial Advisors Inc. 12 - 2024-03-31 100,778 $2,379,000 0
   PFG Investments LLC 160 - 2024-03-31 99,883 $2,358,000 16,341
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1159 - 2024-03-31 98,823 $2,333,000 -22,293
   MARINER WEALTH ADVISORS, LLC 1200 - 2023-12-31 65,200 $1,460,000 -19,900
   ENVESTNET ASSET MANAGEMENT INC 2674 - 2023-12-31 62,424 $1,398,000 -1,907
   CAP Partners LLC 23 - 2024-03-31 53,891 $1,272,000 -791
   Chicago Partners Investment Group LLC 297 - 2024-03-31 48,689 $1,116,000 -1,042
   FINANCIAL ADVISORY CORP /UT/ /ADV 47 - 2024-03-31 44,132 $1,042,000 2,902
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2138 - 2024-03-31 36,642 $865,000 457
   HB Wealth Management LLC 343 - 2023-12-31 37,865 $848,000 -101
   AE Wealth Management LLC 1209 - 2023-12-31 36,500 $840,000 14,062
   IFP Advisors Inc 482 - 2023-12-31 28,969 $649,000 7,679
   JANE STREET GROUP LLC 3670 - 2023-12-31 28,640 $642,000 -53,203
   NBC SECURITIES INC. 384 - 2024-03-31 25,254 $596,000 -368
   HARVEST VOLATILITY MANAGEMENT LLC 6 - 2023-12-31 26,309 $589,000 26,309
   MML INVESTORS SERVICES LLC 1664 - 2023-12-31 25,954 $581,000 2,785
   OLD MISSION CAPITAL LLC 663 - 2023-12-31 18,466 $414,000 -29,622
   ADVISORY SERVICES NETWORK, LLC 970 - 2023-12-31 18,454 $413,000 345
   CITADEL ADVISORS LLC 3794 - 2023-12-31 18,118 $406,000 -12,947
   Sovereign Financial Group Inc. 180 - 2024-03-31 16,735 $395,000 -2,791
   BEAM Asset Management LLC 64 - 2023-12-31 16,977 $380,000 -1,418
   HPM Partners LLC - 2023-12-31 16,092 $360,000 16,092
   INTL FCSTONE INC. 224 - 2023-12-31 15,212 $341,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 549 - 2023-12-31 14,708 $329,000 1,400
   Elevated Capital Advisors LLC 155 - 2024-03-31 13,612 $321,000 -94
   MORGAN STANLEY 5332 - 2023-12-31 14,349 $321,000 -14,505
   Concurrent Investment Advisors LLC 628 - 2023-12-31 14,131 $317,000 0
   Private Advisor Group LLC 1755 - 2023-12-31 13,865 $311,000 -242
   Collaborative Wealth Managment Inc. 118 - 2023-12-31 13,512 $303,000 0
   Atlas Private Wealth Advisors 124 - 2023-12-31 13,108 $294,000 -12,010
   Atria Wealth Solutions Inc. 1502 *New 2023-12-31 13,085 $293,000 13,085
   WARREN AVERETT ASSET MANAGEMENT, LLC 359 - 2023-12-31 13,016 $292,000 0
   LINCOLN NATIONAL CORP 875 - 2023-12-31 12,664 $284,000 2,463
   Silicon Hills Wealth Management LLC 72 - 2023-06-30 13,016 $280,000 0
   H D Vest Advisory Services 1268 - 2023-12-31 12,432 $278,000 253
   Strategic Financial Concepts LLC 236 - 2024-03-31 11,710 $276,000 2,320
   Betterment LLC 301 *New 2023-12-31 10,463 $234,000 10,463
   High Net Worth Advisory Group LLC 190 - 2024-03-31 9,900 $234,000 0
   Prime Capital Investment Advisors LLC - 2023-12-31 9,862 $221,000 9,862
   Smith Anglin Financial LLC 179 *New 2024-03-31 9,006 $213,000 9,006
   Modern Wealth Management LLC 173 - 2023-12-31 9,187 $206,000 0
   CENTAURUS FINANCIAL INC. 623 - 2023-12-31 7,833 $175,000 -628
   HARBOUR INVESTMENTS INC. 1121 - 2023-12-31 4,571 $102,000 64
   GPS Wealth Strategies Group LLC 360 - 2023-12-31 4,420 $99,000 -526
   UBS Group AG 5142 - 2023-12-31 2,893 $65,000 2,893
   Capital Investment Advisory Services LLC 631 *New 2024-03-31 2,560 $60,000 2,560
   ATTICUS WEALTH MANAGEMENT LLC 262 - 2024-03-31 1,788 $42,000 34
   Qube Research & Technologies Ltd 2938 - 2023-12-31 1,777 $40,000 0
   PRIVATE TRUST CO NA 1240 - 2024-03-31 1,500 $35,000 0
   Ahrens Investment Partners LLC 469 *New 2023-03-31 1,000 $20,000 1,000
   Newbridge Financial Services Group Inc. 638 - 2024-03-31 699 $17,000 0
   Steward Partners Investment Advisory LLC 2663 - 2023-12-31 500 $11,000 0
   Concord Wealth Partners 582 - 2023-12-31 344 $8,000 7
   Focused Wealth Management Inc 633 - 2023-12-31 240 $5,000 5
   CWM LLC 3706 - 2024-03-31 183 $4,000 -246
   Caitlin John LLC 690 - 2023-12-31 98 $2,000 0
   Future Financial Wealth Managment LLC 466 *New 2024-03-31 28 $1,000 28
   Goss Wealth Management LLC 3434 - 2023-12-31 45 $1,000 1
   AlphaCore Capital LLC 363 *New 2023-12-31 49 $1,000 49
   1776 WEALTH LLC 133 *Closed 2023-12-31 0 $0 -10,996
   WELLS FARGO & CO/MN 5927 - 2023-12-31 1 $0 -2,000
   Sigma Planning Corp 956 *Closed 2023-12-31 0 $0 -11,110
   Meridian Wealth Management LLC 244 *Closed 2024-03-31 0 $0 -9,599
   PROEQUITIES INC. 4323 - 2023-12-31 0 $0 0
   MULTIFINANCIAL SECURITIES CORP 1779 *Closed 2023-12-31 0 $0 -73,097
   FMR LLC 5380 *Closed 2023-12-31 0 $0 -2
   FIFTH THIRD BANCORP 2558 *Closed 2024-03-31 0 $0 -1,060
  74 Records found
  1    
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