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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   OPPENHEIMER & CO INC 966 *New 2024-03-31 22,721 $536,000 22,721
   Atria Wealth Solutions Inc. 1502 *New 2023-12-31 13,085 $293,000 13,085
   Smith Anglin Financial LLC 179 *New 2024-03-31 9,006 $213,000 9,006
   Capital Investment Advisory Services LLC 631 *New 2024-03-31 2,560 $60,000 2,560
   Ahrens Investment Partners LLC 469 *New 2023-03-31 1,000 $20,000 1,000
   Financial Advisory Service Inc. 426 *New 2024-03-31 155 $4,000 155
   Future Financial Wealth Managment LLC 466 *New 2024-03-31 28 $1,000 28
   AlphaCore Capital LLC 363 *New 2023-12-31 49 $1,000 49

  8 Records found
  1    
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