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Get Institutions for : 
Virtus Infracap Us Preferred Stock Etf (PFFA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    19
Total shares held : 
 6,051,393  
% of shares held : 
 68.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 1,228,259  
% of shares held change : 
   13.88%  
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 :
22
 1,092,651
 18.06%
 
Increased Positions :
36
 1,052,157
 17.39%
 
Unchanged Positions :
17
 59,389
 0.98%
 
Decreased Positions :
14
-852,634
-14.09%
 
Closed Positions :
3
-63,915
-1.06%
 
Guru Positions :
1
259,241
 4.28%
 
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 830 - 2023-12-31 1,086,935 $22,510,000 294,320
   Advisor Group Holdings Inc. 606 - 2023-12-31 690,053 $14,291,000 -654,858
   INFRASTRUCTURE CAPITAL ADVISORS LLC 19 - 2023-12-31 473,039 $9,797,000 331,440
   MML INVESTORS SERVICES LLC 531 - 2023-12-31 291,245 $6,032,000 34,477
   LEUCADIA NATIONAL CORP -- Notable Guru -- 217 - 2023-12-31 259,241 $5,369,000 32,383
   Black Swift Group LLC - 2023-12-31 234,650 $4,860,000 118,570
   Sound Income Strategies LLC 80 - 2024-03-31 214,557 $4,495,000 20,844
   ROYAL BANK OF CANADA 2005 - 2023-12-31 204,748 $4,240,000 -3,576
   Foundations Investment Advisors LLC 158 - 2023-12-31 166,120 $3,495,000 17,403
   Equitable Holdings Inc. 283 - 2023-12-31 165,151 $3,420,000 34,721
   Secure Asset Management LLC *New 2023-12-31 148,662 $3,079,000 148,662
   U.S. Capital Wealth Advisors LLC 185 - 2023-12-31 130,640 $2,706,000 -8,130
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1179 - 2024-03-31 108,043 $2,264,000 38,287
   RFG Advisory Group LLC 228 - 2024-03-31 90,981 $1,906,000 23,590
   COMMONWEALTH EQUITY SERVICES LLC. 1759 - 2023-12-31 82,584 $1,710,000 21,244
   SHEETS SMITH & ASSOCIATES INC 95 - 2023-09-30 85,775 $1,659,000 6,156
   Apollon Wealth Management LLC 316 - 2023-12-31 76,741 $1,589,000 -6,196
   Capital Analysts Inc. 183 *New 2023-12-31 76,247 $1,579,000 76,247
   Lido Advisors LLC 435 *New 2023-12-31 72,115 $1,494,000 72,115
   PROEQUITIES INC. 199 - 2023-12-31 71,932 $1,490,000 20,895
   Samalin Investment Counsel LLC 31 - 2023-12-31 71,237 $1,475,000 7,809
   Arete Wealth Advisors LLC 183 - 2023-12-31 70,094 $1,452,000 19,530
   JANNEY MONTGOMERY SCOTT LLC 1241 - 2023-12-31 69,816 $1,446,000 6,891
   Claybrook Capital LLC 41 - 2023-09-30 72,115 $1,395,000 0
   Pasadena Private Wealth LLC 39 - 2024-03-31 58,825 $1,232,000 -7,846
   Empire Financial Management Company LLC 66 - 2023-12-31 50,573 $1,047,000 -1,169
   Steward Partners Investment Advisory LLC 710 - 2023-12-31 49,496 $1,025,000 33,950
   HIGHTOWER ADVISORS, LLC 1785 *New 2023-12-31 49,050 $1,015,000 49,050
   NATIONAL ASSET MANAGEMENT, INC. 542 - 2023-12-31 45,875 $950,000 -472
   All Season Financial Advisors Inc. 38 - 2024-03-31 35,494 $744,000 -1,764
   STIFEL FINANCIAL CORP 2325 - 2023-12-31 35,659 $738,000 21,476
   Wealthcare Advisory Partners LLC 452 - 2024-03-31 35,175 $737,000 2,182
   PETERSON WEALTH MANAGEMENT 37 - 2023-12-31 35,449 $734,000 -98,748
   Tempus Wealth Planning LLC 93 - 2024-03-31 30,000 $629,000 0
   RAYMOND JAMES & ASSOCIATES 2888 *New 2024-03-31 29,650 $621,000 29,650
   DAVENPORT & CO LLC - 2023-12-31 25,450 $527,000 500
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2459 - 2024-03-31 24,874 $521,000 12,462
   ENVESTNET ASSET MANAGEMENT INC 3323 - 2023-12-31 23,239 $481,000 -13,312
   LifePro Asset Management 70 *New 2024-03-31 22,784 $477,000 22,784
   AE Wealth Management LLC 1533 *New 2023-12-31 20,036 $419,000 20,036
   GTS SECURITIES LLC 989 *New 2023-12-31 19,374 $401,000 19,374
   Kestra Advisory Services LLC 1659 - 2023-12-31 18,915 $392,000 3,239
   Atlas Wealth Partners LLC 10 - 2023-12-31 17,775 $371,000 950
   FINANCIAL NETWORK 2093 *New 2023-12-31 17,599 $364,000 17,599
   Private Advisor Group LLC 1675 - 2023-12-31 17,091 $354,000 1,179
   Creekmur Asset Management LLC - 2023-12-31 16,890 $350,000 0
   Beacon Financial Advisory LLC - 2023-12-31 15,339 $318,000 770
   HILLTOP HOLDINGS INC. 454 - 2023-12-31 14,905 $309,000 0
   BB&T CORP 2284 - 2023-12-31 13,763 $285,000 0
   Tradition Wealth Management LLC 291 - 2023-12-31 12,533 $260,000 1,033
   HUDSON VALLEY INVESTMENT ADVISORS INC 159 *New 2024-03-31 12,000 $251,000 12,000
   DAVIDSON D A & CO 1192 *New 2023-12-31 11,115 $230,000 11,115
   Lion Street Advisors LLC 224 - 2024-03-31 10,623 $220,000 0
   Great Waters Wealth Management 93 - 2024-03-31 10,000 $210,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4862 - 2023-12-31 9,807 $203,000 9,807
   WEDBUSH MORGAN SECURITIES INC 965 *New 2023-12-31 9,752 $202,000 9,752
   Founders Financial Alliance LLC 243 *New 2023-12-31 9,642 $200,000 9,642
   Goss Wealth Management LLC 1725 - 2023-12-31 8,926 $185,000 -131,963
   PRIVATE TRUST CO NA 816 - 2024-03-31 5,527 $116,000 44
   ADVISORY SERVICES NETWORK, LLC 1585 - 2023-12-31 5,230 $108,000 -23,766
   ALPHAMARK ADVISORS LLC 277 - 2024-03-31 4,750 $100,000 195
   MONTAG A & ASSOCIATES INC 489 *New 2023-12-31 4,054 $84,000 4,054
   MORGAN STANLEY 5812 - 2023-12-31 3,950 $82,000 2,379
   NATIONAL BANK OF CANADA /FI/ 1459 - 2023-12-31 3,872 $80,000 1,052
   SIGNATUREFD, LLC 1227 - 2023-12-31 3,874 $80,000 2
   Householder Group Estate & Retirement Specialist L - 2023-12-31 3,847 $79,000 0
   WEBSTER BANK 300 - 2024-03-31 3,472 $73,000 0
   PRINCIPAL SECURITIES INC. 1306 - 2023-12-31 3,422 $71,000 0
   Bank Julius Baer & Co. Ltd Zurich 433 *New 2023-12-31 3,200 $66,000 3,200
   CWM LLC 2212 - 2024-03-31 2,621 $55,000 -68
   HARBOUR INVESTMENTS INC. 1414 - 2023-12-31 2,654 $55,000 5
   Ahrens Investment Partners LLC 350 *New 2023-03-31 2,233 $43,000 2,233
   Spire Wealth Management 1279 - 2024-03-31 1,993 $42,000 0
   HANSON MCCLAIN, INC. 1362 - 2024-03-31 2,021 $42,000 63
   Founders Capital Management 177 - 2024-03-31 1,600 $34,000 0
   Qube Research & Technologies Ltd 2968 - 2023-12-31 1,657 $34,000 0
   FTB Advisors Inc. 1235 - 2024-03-31 1,250 $26,000 0
   WELLS FARGO & CO/MN 4892 - 2023-12-31 1,173 $24,000 547
   Global Retirement Partners LLC 1742 - 2024-03-31 1,028 $22,000 -698
   ABSOLUTE INVESTMENT MANAGEMENT LLC 183 - 2023-12-31 1,048 $22,000 176
   AdvisorNet Financial Inc 1047 - 2024-03-31 986 $21,000 31
   PNC FINANCIAL SERVICES GROUP INC 3411 - 2023-12-31 900 $19,000 0
   Raleigh Capital Management Inc. 462 - 2023-12-31 860 $18,000 260
   TOMPKINS FINANCIAL CORP 454 - 2024-03-31 750 $16,000 0
   IFP Advisors Inc 1997 *New 2023-12-31 706 $15,000 706
   Aspect Partners LLC 227 - 2023-12-31 607 $13,000 0
   Cape Investment Advisory Inc. 655 - 2023-12-31 500 $10,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 749 - 2022-12-31 448 $8,000 91
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 400 $8,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1068 *New 2023-12-31 335 $7,000 335
   WHITTIER TRUST CO 1307 *New 2023-12-31 300 $6,000 300
   Larson Financial Group LLC 1174 - 2023-12-31 217 $5,000 90
   SIMPLEX TRADING LLC 1993 *New 2024-03-31 277 $5,000 277
   COMERICA BANK 3310 - 2023-12-31 195 $4,000 0
   Parallel Advisors LLC 2625 - 2023-12-31 128 $3,000 0
   Able Wealth Management LLC 437 - 2023-12-31 103 $2,000 0
   Ronald Blue Trust Inc. 2340 *New 2023-12-31 35 $1,000 35
   West Financial Advisors LLC 147 - 2024-03-31 23 $0 0
   UBS Group AG 7330 - 2023-12-31 1 $0 -2,234
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3330 *Closed 2023-12-31 0 $0 -2,137
  100 Records found
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