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Get Institutions for : 
Global X Us Infrastructure Development Etf (PAVE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 456    13
Total shares held : 
 102,074,272  
% of shares held : 
 76.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 -969,700  
% of shares held change : 
   -0.73%  
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 :
47
 1,772,801
 1.74%
 
Increased Positions :
165
 6,988,897
 6.85%
 
Unchanged Positions :
93
 9,090,788
 8.91%
 
Decreased Positions :
151
-6,924,199
-6.78%
 
Closed Positions :
34
-2,807,199
-2.75%
 
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
   PRINCIPAL FINANCIAL GROUP INC *New 2024-03-31 2,590,000 $103,108,000 2,590,000
   FIRST INTERSTATE BANK *New 2024-03-31 651,479 $25,935,000 651,479
   EVERGREEN CAPITAL MANAGEMENT LLC 50 *New 2023-12-31 353,751 $12,245,000 353,751
   CLARK CAPITAL MANAGEMENT GROUP INC 177 *New 2023-12-31 134,144 $4,623,000 134,144
   Ratio Wealth Group 29 *New 2023-12-31 126,951 $4,375,000 126,951
   Aspire Capital Advisors LLC 15 *New 2023-12-31 123,784 $4,266,000 123,784
   Trinity Wealth Management LLC 15 *New 2024-03-31 106,404 $4,236,000 106,404
   New Millennium Group LLC 7 *New 2023-12-31 115,785 $3,990,000 115,785
   Synergy Financial Management LLC 43 *New 2024-03-31 91,856 $3,657,000 91,856
   Eagle Strategies LLC 33 *New 2024-03-31 83,651 $3,330,000 83,651
   NorthCrest Asset Manangement LLC 176 *New 2024-03-31 68,730 $2,736,000 68,730
   Asio Capital LLC 73 *New 2024-03-31 53,106 $2,114,000 53,106
   MONECO Advisors LLC 111 *New 2024-03-31 36,538 $1,455,000 36,538
   Security Financial Services INC. 53 *New 2024-03-31 34,310 $1,366,000 34,310
   WILEY BROS.-AINTREE CAPITAL LLC 130 *New 2024-03-31 30,189 $1,202,000 30,189
   Steel Peak Wealth Management LLC 204 *New 2024-03-31 26,960 $1,073,000 26,960
   COLONY GROUP, LLC 449 *New 2023-12-31 29,387 $1,013,000 29,387
   Foundations Investment Advisors LLC 308 *New 2023-12-31 27,355 $963,000 27,355
   SFI Advisors LLC 43 *New 2023-12-31 18,472 $637,000 18,472
   PFG Investments LLC 468 *New 2024-03-31 14,711 $586,000 14,711
   BKD WEALTH ADVISORS LLC 272 *New 2024-03-31 13,828 $550,000 13,828
   Stevard LLC 29 *New 2023-12-31 15,885 $547,000 15,885
   PEKIN SINGER STRAUSS ASSET MANAGEMENT *New 2024-03-31 10,160 $404,000 10,160
   Secure Asset Management LLC *New 2024-03-31 9,946 $396,000 9,946
   Bleakley Financial Group LLC *New 2023-12-31 11,199 $386,000 11,199
   Wright Fund Managment LLC 61 *New 2024-03-31 8,918 $355,000 8,918
   Endowment Wealth Management Inc. 87 *New 2023-12-31 9,194 $317,000 9,194
   WARNER FINANCIAL INC 93 *New 2024-03-31 7,641 $304,000 7,641
   PUPLAVA FINANCIAL SERVICES INC 87 *New 2024-03-31 7,373 $294,000 7,373
   Scissortail Wealth Management LLC 121 *New 2023-12-31 8,435 $292,000 8,435
   WALLEYE TRADING LLC 990 *New 2023-12-31 8,096 $279,000 8,096
   SFG Wealth Management LLC. 80 *New 2024-03-31 6,880 $274,000 6,880
   FINANCIAL COUNSELORS INC 517 *New 2024-03-31 6,771 $270,000 6,771
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 6,594 $263,000 6,594
   Dynamic Advisors Solutions LLC 794 *New 2024-03-31 6,593 $262,000 6,593
   Unique Wealth Strategies LLC 169 *New 2024-03-31 6,461 $257,000 6,461
   Sandbox Financial Partners LLC 87 *New 2024-03-31 6,051 $241,000 6,051
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1333 *New 2023-12-31 6,757 $233,000 6,757
   FINANCIAL ARCHITECTS INC 303 *New 2023-06-30 6,900 $217,000 6,900
   Berger Financial Group Inc 342 *New 2024-03-31 5,397 $215,000 5,397
   TOWNSQUARE CAPITAL LLC 1039 *New 2023-12-31 6,166 $212,000 6,166
   Embree Financial Group 180 *New 2024-03-31 5,240 $209,000 5,240
   GTS SECURITIES LLC 1278 *New 2023-12-31 5,877 $203,000 5,877
   FULTON BREAKEFIELD BROENNIMAN LLC 178 *New 2024-03-31 5,092 $203,000 5,092
   Apollon Financial LLC *New 2024-03-31 5,032 $200,000 5,032
   SHEETS SMITH & ASSOCIATES INC 345 *New 2023-09-30 3,201 $97,000 3,201
   UMB BANK N A/MO 794 *New 2024-03-31 1,577 $63,000 1,577
   Ahrens Investment Partners LLC 322 *New 2023-03-31 1,749 $50,000 1,749
   MA GREENWOOD & ASSOCIATES INC 182 *New 2023-12-31 952 $33,000 952
   HighMark Wealth Management LLC *New 2024-03-31 0 $19,000 0
   EdgeRock Capital LLC 194 *New 2023-12-31 477 $17,000 477
   Future Financial Wealth Managment LLC 405 *New 2024-03-31 215 $9,000 215
   YHB INVESTMENT ADVISORS, INC. 720 *New 2024-03-31 225 $9,000 225
   Farmers & Merchants Trust Co of Chambersburg PA 325 *New 2024-03-31 189 $8,000 189
   FSA Wealth Management LLC 357 *New 2023-12-31 228 $8,000 228
   Glass Jacobson Investment Advisors llc 599 *New 2024-03-31 148 $6,000 148
   Running Point Capital Advisors LLC 142 *New 2023-12-31 150 $5,000 150
   McIlrath & Eck LLC 783 *New 2023-12-31 50 $2,000 50
   Bell Investment Advisors Inc 1314 *New 2023-12-31 72 $2,000 72
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1588 *New 2023-12-31 36 $1,000 36
   LOGAN CAPITAL MANAGEMENT INC 475 *New 2023-12-31 28 $1,000 28
   KISTLERTIFFANY COMPANIES, LLC 871 *New 2023-06-30 11 $0 11
  62 Records found
  1    
  Page 1 of 1
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