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Get Institutions for : 
Ppty - Us Diversified Real Estate Etf (PPTY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    2
Total shares held : 
 3,678,529  
% of shares held : 
 40.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -17,856  
% of shares held change : 
   -0.2%  
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 :
3
 16,887
 0.46%
 
Increased Positions :
5
 13,922
 0.38%
 
Unchanged Positions :
2
 20,823
 0.57%
 
Decreased Positions :
10
-39,198
-1.07%
 
Closed Positions :
5
-9,467
-0.26%
 
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
   Ronald Blue Trust Inc. 21 - 2023-12-31 3,258,504 $87,594,000 -10,207
   TAP Consulting LLC 22 - 2024-03-31 169,349 $5,136,000 1,716
   Vident Advisory LLC 350 - 2023-12-31 73,810 $2,233,000 3,269
   MORGAN STANLEY 4405 - 2023-12-31 63,209 $1,912,000 -2,818
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3104 - 2023-12-31 26,117 $790,000 -16,843
   CITADEL ADVISORS LLC 3684 - 2023-12-31 15,172 $459,000 -2,814
   Firestone Capital Management 89 - 2023-12-31 11,826 $358,000 267
   Walkner Condon Financial Advisors LLC 200 - 2024-03-31 11,240 $341,000 0
   OneAscent Financial Services LLC 272 *New 2024-03-31 10,530 $319,000 10,530
   WorthPointe LLC 55 *New 2023-12-31 9,821 $297,000 9,821
   FOCUS FINANCIAL NETWORK INC /ADV 586 - 2023-12-31 9,583 $290,000 0
   Focus Financial Network Inc. 512 - 2024-03-31 9,647 $270,000 0
   FINANCIAL COUNSELORS INC - 2023-12-31 7,689 $233,000 -101
   APPLETON PARTNERS INC/MA 260 - 2024-03-31 7,105 $215,000 0
   HIGHTOWER ADVISORS, LLC 2897 *New 2023-12-31 7,012 $212,000 7,012
   PROEQUITIES INC. 962 - 2023-12-31 2,655 $80,000 -110
   ROYAL BANK OF CANADA 5142 - 2023-12-31 2,335 $71,000 -4,878
   HANSON MCCLAIN, INC. 1179 - 2024-03-31 2,178 $66,000 -751
   Advisor Group Holdings Inc. 4971 - 2023-12-31 1,393 $42,000 -693
   UBS Group AG 6023 - 2023-12-31 353 $11,000 -92
   CWM LLC 3814 - 2024-03-31 89 $3,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2966 *New 2023-12-31 54 $2,000 54
   FMR LLC 4911 *Closed 2023-12-31 0 $0 -99
   Vident Investment Advisory LLC 372 *Closed 2023-09-30 0 $0 -50,212
   WELLS FARGO & CO/MN 6767 *Closed 2023-12-31 0 $0 -535
   Steward Partners Investment Advisory LLC 3598 *Closed 2023-12-31 0 $0 -27
   US BANCORP 4038 *Closed 2023-12-31 0 $0 -193
  27 Records found
  1    
  Page 1 of 1
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