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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
   LPL FINANCIAL CORP 166 - 2023-12-31 5,430,049 $187,119,000 -743,820
   Congress Wealth Management LLC / DE / 8 - 2024-03-31 2,408,055 $95,865,000 -548,267
   MARINER WEALTH ADVISORS, LLC 207 - 2023-12-31 1,109,458 $38,232,000 -38,735
   YCMNET ADVISORS INC 39 - 2023-12-31 720,262 $24,820,000 -6,690
   Advisor Group Holdings Inc. 433 - 2023-12-31 673,209 $23,169,000 -367,174
   J P MORGAN CHASE & CO 1716 - 2023-12-31 462,544 $15,939,000 -4,070,113
   BANK HAPOALIM BM 11 - 2024-03-31 397,822 $15,834,000 -7,192
   Beaumont Financial Advisors LLC 27 - 2023-12-31 398,151 $13,720,000 -15,796
   CWM LLC 244 - 2024-03-31 342,369 $13,630,000 -88,340
   Bulltick Wealth Management LLC 5 - 2023-12-31 390,891 $13,531,000 -13,075
   McMahon Financial Advisors LLC 9 - 2024-03-31 337,809 $13,448,000 -7,876
   Vishria Bird Financial Group LLC 7 - 2024-03-31 314,632 $12,526,000 -1,148
   Private Advisor Group LLC - 2024-03-31 294,996 $11,743,000 -56,194
   NATIONAL BANK OF CANADA /FI/ 454 - 2023-12-31 333,965 $11,386,000 -2,948
   PRUDENTIAL CORP PLC 109 - 2023-12-31 310,060 $10,685,000 -13,600
   360 Financial Inc. 8 - 2023-12-31 301,267 $10,382,000 -15,835
   Sharkey Howes & Javer 15 - 2024-03-31 243,968 $9,712,000 -18,884
   Ameraudi Asset Management Inc. 11 - 2023-12-31 263,631 $9,085,000 -9,185
   Royal Harbor Partners LLC - 2024-03-31 201,130 $8,007,000 -215
   MCCORMACK ADVISORS INTERNATIONAL 154 - 2023-12-31 227,100 $7,826,000 -22,701
   Clarus Group Inc. 4 - 2024-03-31 193,857 $7,717,000 -4,980
   MULTIFINANCIAL SECURITIES CORP 196 - 2023-12-31 213,726 $7,365,000 -2,233
   HPM Partners LLC - 2023-12-31 169,039 $5,826,000 -54,020
   IHT Wealth Management LLC 89 - 2023-12-31 160,839 $5,543,000 -16,646
   Frisch Financial Group Inc. 16 - 2023-12-31 153,741 $5,298,000 -1,283
   Systelligence LLC 34 - 2024-03-31 124,189 $4,944,000 -13,833
   CX Institutional 107 - 2024-03-31 118,264 $4,708,000 -1,483
   MONTAG A & ASSOCIATES INC 88 - 2023-12-31 129,071 $4,468,000 -15,090
   HANSON MCCLAIN, INC. 213 - 2024-03-31 106,655 $4,246,000 -26,510
   Snowden Capital Advisors LLC 190 - 2023-12-31 111,010 $3,825,000 -4,089
   Austin Wealth Management LLC 30 - 2023-12-31 98,464 $3,584,000 -2,358
   JANNEY MONTGOMERY SCOTT LLC 924 - 2024-03-31 81,804 $3,257,000 -29,322
   CONGRESS ASSET MANAGEMENT CO /MA 252 - 2024-03-31 76,739 $3,055,000 -4,587
   PARK AVENUE SECURITIES LLC 295 - 2024-03-31 74,165 $2,952,000 -4,452
   Perennial Investment Advisors LLC 45 - 2023-12-31 85,282 $2,940,000 -17,546
   Change Path LLC 108 - 2023-12-31 83,370 $2,873,000 -2,170
   BB&T CORP 1083 - 2023-12-31 80,902 $2,788,000 -16,315
   VAN ECK ASSOCIATES CORP 774 - 2024-03-31 67,571 $2,690,000 -27,850
   REDW Stanley Financial Advisors LLC - 2024-03-31 64,623 $2,573,000 -34,587
   Kingsview Wealth Management LLC 239 - 2023-12-31 71,079 $2,449,000 -38,758
   DB Wealth Management Group LLC 20 - 2023-12-31 69,104 $2,381,000 -735
   CLAUDIA M.P. BATLLE CRP (R) LLC 37 - 2023-12-31 68,245 $2,352,000 -9,477
   BAKER AVENUE ASSET MANAGEMENT, LP 152 - 2023-12-31 64,634 $2,227,000 -2,699
   Fifth Third Securities Inc. 105 - 2024-03-31 54,801 $2,182,000 -19,060
   KWB Wealth 42 - 2024-03-31 51,368 $2,045,000 -449
   Goss Wealth Management LLC 646 - 2023-12-31 59,477 $2,033,000 -14,331
   WT Wealth Management 39 - 2023-12-31 58,761 $2,031,000 -32,058
   BANK OF NOVA SCOTIA / 648 - 2023-12-31 56,150 $1,933,000 -900
   ARVEST INVESTMENTS INC. 75 - 2024-03-31 46,189 $1,839,000 -3,826
   Thrive Capital Management LLC 35 - 2023-12-31 53,262 $1,835,000 -7,011
   STRATEGIC ADVISORS LLC 64 - 2024-03-31 45,432 $1,809,000 -4,157
   Baird Financial Group Inc. 970 - 2023-12-31 51,743 $1,783,000 -4,421
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 791 - 2023-09-30 56,933 $1,730,000 -4,743
   Powell Investment Advisors LLC 19 - 2024-03-31 41,010 $1,633,000 -16,421
   NVWM LLC 60 - 2023-12-31 45,295 $1,568,000 -145
   TAP Consulting LLC 85 - 2024-03-31 38,876 $1,548,000 -14,017
   CIC Wealth LLC 53 - 2024-03-31 37,686 $1,500,000 -3,074
   Capital Analysts Inc. 192 - 2023-12-31 42,309 $1,458,000 -2,840
   WAGNER CAPITAL MANAGEMENT CORP 116 - 2024-03-31 36,501 $1,453,000 -304
   Lakeview Capital Partners LLC 105 - 2023-12-31 38,380 $1,323,000 -1,456
   PROSPERA FINANCIAL SERVICES 402 - 2023-12-31 37,862 $1,305,000 -14,281
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 79 - 2024-03-31 31,205 $1,242,000 -343
   SUMITOMO MITSUI FINANCIAL GROUP INC. 89 - 2023-12-31 35,577 $1,228,000 -2,326
   KINGSWOOD WEALTH ADVISORS LLC 174 - 2024-03-31 29,279 $1,166,000 -1,437
   Csenge Advisory Group - 2024-03-31 28,896 $1,150,000 -2,959
   Brookstone Capital Management 486 - 2024-03-31 25,289 $1,007,000 -461
   WealthCare Investment Partners LLC 54 - 2024-03-31 24,703 $983,000 -4,151
   Advisor Resource Council 56 - 2024-03-31 28,094 $968,000 -121,898
   LWM Advisory Services LLC 27 - 2023-12-31 25,160 $867,000 -2,275
   BAROMETER CAPITAL MANAGEMENT INC. 67 - 2023-12-31 24,300 $837,000 -8,550
   MERCER GLOBAL ADVISORS INC /ADV 1054 - 2023-12-31 24,303 $837,000 -531
   IFG Advisory LLC 287 - 2023-12-31 23,729 $818,000 -1,446
   IFP Advisors Inc 428 - 2023-12-31 23,339 $804,000 -1,517
   Intrepid Financial Planning Group LLC 49 - 2023-12-31 23,279 $802,000 -719
   Sequoia Financial Advisors LLC 549 - 2024-03-31 19,326 $769,000 -773
   Fort Point Capital Partners LLC 127 - 2023-12-31 21,213 $731,000 -639
   FLAGSHIP HARBOR ADVISORS LLC 299 - 2024-03-31 18,290 $728,000 -3,302
   WEDBUSH MORGAN SECURITIES INC 431 - 2023-12-31 20,668 $712,000 -543
   Y.D. More Investments Ltd 93 - 2023-12-31 20,544 $707,000 -14,700
   BARD ASSOCIATES INC 106 - 2023-12-31 20,395 $706,000 -2,000
   Insight Advisors LLC/ PA - 2023-12-31 20,151 $694,000 -178
   Accel Wealth Management 83 - 2024-03-31 17,407 $693,000 -923
   Geneos Wealth Management Inc. - 2024-03-31 17,203 $685,000 -264
   GeoWealth Management LLC 274 - 2023-12-31 19,725 $678,000 -142
   RAYMOND JAMES TRUST CO 589 - 2024-03-31 16,737 $666,000 -1,997
   Stamos Capital Partners L.P. 86 - 2023-12-31 18,880 $651,000 -15,090
   CASTLE WEALTH MANAGEMENT LLC - 2024-03-31 16,018 $638,000 -3,385
   Laidlaw Wealth Management LLC 112 - 2023-12-31 17,268 $595,000 -408
   All Season Financial Advisors Inc. 53 - 2024-03-31 14,852 $591,000 -184
   DAVIDSON D A & CO 883 - 2023-12-31 17,162 $591,000 -2,722
   Princeton Global Asset Management LLC 100 - 2024-03-31 14,795 $589,000 -84
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 14,647 $583,000 -2,836
   Diversified LLC - 2024-03-31 13,435 $535,000 -290
   GPS Wealth Strategies Group LLC - 2024-03-31 13,342 $531,000 -2
   Cornerstone Wealth Management LLC 330 - 2024-03-31 12,716 $506,000 -358
   EverSource Wealth Advisors LLC 244 - 2023-12-31 14,558 $502,000 -1,676
   Investment Partners Asset Management Inc. 73 - 2024-03-31 12,476 $497,000 -512
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 246 - 2024-03-31 12,489 $497,000 -9,121
   Journey Advisory Group LLC 145 - 2023-12-31 14,294 $493,000 -291
   Acorn Wealth Advisors LLC 82 - 2024-03-31 12,019 $478,000 -63

  100 Records found
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