Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco Russell Top 200 Pure Growth ETF (PXLG)  
$102.99 0.11 (0.11%) as of 4:30 Fri 5/10


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 274    18
Total shares held : 
 31,350,522  
% of shares held : 
 68.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   117  
Amount of shares held : 
 4,150,168  
% of shares held change : 
   9.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $90.38  
Last Quarter's Ending Price : 
 $98.04  
Last Quarter's Average Price : 
 $92.45  
Change from last quarter's     
avg. price to the last closing  : 
10.54 (11.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 228,636
 0.73%
 
Increased Positions :
151
 4,966,690
 15.84%
 
Unchanged Positions :
39
 292,821
 0.93%
 
Decreased Positions :
52
-603,919
-1.93%
 
Closed Positions :
14
-441,239
-1.41%
 
Guru Positions :
1
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 394 - 2023-12-31 5,089,553 $498,980,000 103,428
   LPL FINANCIAL CORP 103 - 2024-03-31 3,529,968 $375,906,000 201,455
   ENVESTNET ASSET MANAGEMENT INC 245 - 2023-12-31 1,952,588 $191,432,000 643,044
   BANK OF AMERICA CORP /DE/ 665 - 2023-12-31 1,522,473 $149,263,000 37,312
   FIFTH THIRD BANCORP 46 - 2024-03-31 1,296,714 $138,087,000 77,871
   RETIREMENT PLANNING GROUP 1 - 2024-03-31 1,225,179 $130,469,000 -2,849
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 110 - 2024-03-31 1,169,341 $124,523,000 3,379
   THRIVENT FINANCIAL FOR LUTHERANS 147 - 2023-12-31 866,660 $84,967,000 1,339
   Silicon Valley Capital Partners 2 - 2024-03-31 690,346 $73,515,000 -188,487
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 72 - 2024-03-31 608,542 $64,804,000 51,493
   WELLS FARGO & CO/MN 653 - 2024-03-31 552,703 $58,857,000 28,976
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 154 - 2023-12-31 560,654 $54,967,000 233,420
   MML INVESTORS SERVICES LLC 86 - 2023-12-31 528,800 $51,844,000 262,957
   ROYAL BANK OF CANADA 699 - 2023-12-31 508,405 $49,844,000 163,245
   Kestra Advisory Services LLC 40 - 2023-12-31 474,308 $46,501,000 167,194
   J P MORGAN CHASE & CO 1210 - 2024-03-31 431,080 $45,906,000 31,217
   COMMONWEALTH EQUITY SERVICES LLC. 249 - 2024-03-31 417,223 $44,430,000 -22,304
   Advisor Group Holdings Inc. 220 - 2024-03-31 372,272 $39,653,000 -123,435
   AMERIPRISE FINANCIAL INC 905 - 2023-12-31 388,099 $37,979,000 183,747
   RAYMOND JAMES & ASSOCIATES 520 - 2024-03-31 335,710 $35,750,000 38,275
   UBS Group AG 830 - 2023-12-31 363,383 $35,626,000 19,391
   DOrazio & Associates Inc. 9 - 2024-03-31 237,929 $25,337,000 20,389
   AFFINITY WEALTH MANAGEMENT 8 - 2024-03-31 234,447 $24,966,000 1,984
   Stratos Wealth Partners LTD. 43 - 2024-03-31 213,277 $22,712,000 42,643
   H D Vest Advisory Services 84 - 2024-03-31 205,782 $21,914,000 -8,490
   HOWARD FINANCIAL SERVICES LTD. 6 - 2024-03-31 204,668 $21,795,000 23,231
   49 WEALTH MANAGEMENT LLC 8 - 2024-03-31 201,201 $21,472,000 24,946
   Global Retirement Partners LLC 24 - 2024-03-31 189,836 $20,216,000 2,682
   STIFEL FINANCIAL CORP 517 - 2023-12-31 200,618 $19,671,000 -3,253
   Envestnet Portfolio Solutions Inc. 131 - 2024-03-31 184,667 $19,665,000 51,158
   Wealthcare Advisory Partners LLC 34 - 2024-03-31 178,540 $19,013,000 16,734
   HIGHTOWER ADVISORS, LLC 496 - 2024-03-31 170,795 $18,184,000 11,144
   BB&T CORP 453 - 2023-12-31 172,968 $16,958,000 36,510
   Perennial Investment Advisors LLC 5 - 2023-12-31 172,190 $16,881,000 39,036
   JANNEY MONTGOMERY SCOTT LLC 393 - 2024-03-31 147,715 $15,730,000 2,276
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 369 - 2024-03-31 147,399 $15,696,000 -12,352
   WIN ADVISORS INC 3 *New 2024-03-31 142,660 $15,192,000 142,660
   HANSON MCCLAIN, INC. 96 - 2024-03-31 126,407 $13,461,000 7,285
   WEALTH MANAGEMENT RESOURCES INC. 7 - 2024-03-31 122,813 $13,078,000 5,011
   TrinityPoint Wealth LLC 8 - 2024-03-31 122,149 $13,008,000 8,254
   Atria Wealth Solutions Inc. 140 - 2023-12-31 128,472 $12,595,000 15,445
   Private Advisor Group LLC 226 - 2024-03-31 110,393 $11,756,000 -7,187
   PARK AVENUE SECURITIES LLC 102 - 2024-03-31 109,068 $11,615,000 22,161
   WESCAP Management Group Inc. 7 - 2023-12-31 116,929 $11,464,000 -1,253
   IFG Advisory LLC 20 *New 2024-03-31 106,848 $11,378,000 106,848
   GeoWealth Management LLC 27 - 2023-12-31 115,423 $11,316,000 19,129
   Cedar Wealth Management LLC 6 - 2023-12-31 114,431 $11,219,000 34,224
   REGAL INVESTMENT ADVISORS, LLC 22 - 2023-12-31 111,498 $10,931,000 -6
   Steward Partners Investment Advisory LLC 150 - 2023-12-31 110,726 $10,856,000 -34,579
   Planned Solutions Inc. 6 - 2024-03-31 101,109 $10,767,000 1,233
   Equitable Holdings Inc. 134 - 2023-12-31 104,767 $10,271,000 1,468
   Principle Wealth Partners LLC 30 - 2024-03-31 93,855 $9,995,000 9,440
   Darrow Company Inc. 5 - 2024-03-31 91,824 $9,778,000 16,912
   AE Wealth Management LLC 402 - 2023-12-31 99,116 $9,571,000 95,271
   Financial Advocates Investment Management 41 - 2024-03-31 84,819 $9,032,000 3,862
   CREATIVE PLANNING 405 - 2023-12-31 91,672 $8,988,000 14,599
   FLAGSHIP HARBOR ADVISORS LLC 32 - 2024-03-31 83,983 $8,943,000 25,084
   MONEY CONCEPTS CAPITAL CORP 30 - 2024-03-31 80,598 $8,583,000 -14,601
   SPINNAKER TRUST 45 - 2024-03-31 77,368 $8,239,000 15,907
   Goss Wealth Management LLC 238 - 2023-12-31 84,360 $8,220,000 1,063
   THOROUGHBRED FINANCIAL SERVICES LLC 28 - 2024-03-31 75,557 $8,046,000 -3,136
   BMS Financial Advisors LLC 5 - 2023-06-30 88,617 $8,045,000 68,985
   Cetera Investment Advisers 283 - 2023-12-31 81,972 $8,037,000 38,419
   MONTICELLO WEALTH MANAGEMENT LLC 28 - 2024-03-31 75,433 $8,033,000 -2,896
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 26 - 2024-03-31 75,363 $8,025,000 -2,995
   PRUDENTIAL FINANCIAL INC 743 - 2023-12-31 80,654 $7,907,000 44,509
   Scarborough Advisors LLC 12 - 2024-03-31 74,130 $7,894,000 5,505
   ASB Consultores LLC 12 - 2023-12-31 75,743 $7,426,000 -24,276
   AVAII WEALTH MANAGEMENT LLC 5 - 2024-03-31 67,875 $7,228,000 1,658
   Steel Peak Wealth Management LLC 61 - 2024-03-31 67,148 $7,151,000 23,820
   COZAD ASSET MANAGEMENT INC 36 - 2024-03-31 65,963 $7,024,000 -2,152
   Financial Designs Corp 9 *New 2024-03-31 62,670 $6,674,000 62,670
   MARINER WEALTH ADVISORS, LLC 592 - 2023-12-31 67,872 $6,654,000 10,989
   WAGNER CAPITAL MANAGEMENT CORP 40 - 2024-03-31 59,867 $6,375,000 -3,452
   PROEQUITIES INC. 50 - 2024-03-31 58,686 $6,249,000 8,322
   Aveo Capital Partners LLC 38 *New 2024-03-31 59,920 $6,082,000 59,920
   Pine Harbor Wealth Management LLC 5 - 2023-12-31 58,466 $5,732,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 478 - 2023-09-30 62,011 $5,658,000 8,400
   Rockefeller Capital Management L.P. 604 - 2023-12-31 57,443 $5,632,000 -27,262
   Santori & Peters Inc. 8 - 2024-03-31 51,408 $5,474,000 -344
   Stratos Wealth Advisors LLC 78 - 2024-03-31 51,289 $5,462,000 466
   Integrated Advisors Network LLC 97 - 2024-03-31 49,483 $5,269,000 39,641
   FINANCIAL NETWORK 553 - 2023-12-31 53,666 $5,261,000 12,457
   Family Asset Management LLC 6 - 2023-12-31 52,616 $5,158,000 4,199
   LEVEL FOUR ADVISORY SERVICES LLC 77 - 2023-12-31 51,919 $5,090,000 -6,990
   Geneos Wealth Management Inc. 111 - 2024-03-31 47,089 $5,015,000 1,669
   Strategic Blueprint LLC 70 - 2024-03-31 46,832 $4,987,000 4,834
   Breakwater Capital Group 18 - 2024-03-31 46,811 $4,985,000 966
   Catalytic Wealth RIA LLC 21 - 2024-03-31 45,681 $4,865,000 3,881
   OPPENHEIMER & CO INC 273 - 2024-03-31 45,544 $4,850,000 -52,951
   Wealth Enhancement & Preservation of GA LLC 4 - 2023-06-30 53,273 $4,836,000 6,545
   Milestone Investment Advisors LLC 20 - 2023-12-31 48,787 $4,783,000 4,433
   DAVIDSON D A & CO 299 - 2023-12-31 48,660 $4,771,000 10,583
   Fifth Third Securities Inc. 60 - 2024-03-31 43,790 $4,663,000 -10,491
   FIRST UNITED BANK TRUST/ 9 - 2024-03-31 41,092 $4,376,000 3,316
   Trilogy Capital Inc. 78 - 2024-03-31 40,777 $4,342,000 3,337
   Lakeview Capital Partners LLC 30 - 2024-03-31 39,992 $4,259,000 -2,229
   SYNOVUS FINANCIAL CORP 193 - 2023-12-31 43,177 $4,234,000 14,969
   Mutual Advisors LLC 151 - 2024-03-31 38,316 $4,080,000 470
   Csenge Advisory Group 85 - 2024-03-31 36,890 $3,928,000 2,497
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us