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Get Institutions for : 
Hcm Defender 100 Index Etf (QQH)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    1
Total shares held : 
5,968,877  
% of shares held : 
66.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
108,939  
% of shares held change : 
  1.21%  
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
 89,013
 1.49%
 
Increased Positions :
12
 223,030
 3.74%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
15
-111,988
-1.88%
 
Closed Positions :
4
-91,116
-1.53%
 
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
   Howard Capital Management Inc. 1 - 2024-03-31 3,840,885 $210,865,000 89,148
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 147 - 2024-03-31 613,891 $33,703,000 -23,776
   ENVESTNET ASSET MANAGEMENT INC 1109 - 2024-03-31 363,450 $19,953,000 122,236
   Orion Portfolio Solutions LLC 101 - 2024-03-31 334,567 $18,368,000 32,866
   Cetera Investment Advisers 468 - 2024-03-31 289,045 $15,869,000 197,602
   MULTIFINANCIAL SECURITIES CORP 321 - 2024-03-31 142,629 $7,830,000 106,884
   J.W. COLE ADVISORS INC. 78 - 2024-03-31 102,315 $5,617,000 -904
   FINANCIAL NETWORK 675 - 2024-03-31 81,173 $4,456,000 23,338
   CPR Investments Inc. 9 - 2024-03-31 76,395 $4,194,000 26,028
   RAYMOND JAMES & ASSOCIATES 1889 - 2024-03-31 55,737 $3,060,000 -1,751
   LPL FINANCIAL CORP 2400 - 2024-03-31 41,121 $2,258,000 370
   Lifestyle Asset Management Inc. 11 - 2024-03-31 37,197 $2,042,000 -42
   GTS SECURITIES LLC 374 - 2024-03-31 31,654 $1,738,000 31,654
   Advisor Group Holdings Inc. 1833 - 2024-03-31 30,092 $1,652,000 1,454
   IFP Advisors Inc 281 - 2023-12-31 32,087 $1,613,000 -10,928
   PANORAMIC INVESTMENT ADVISORS LLC 27 - 2024-03-31 27,351 $1,502,000 -3,178
   CITADEL ADVISORS LLC 2761 - 2024-03-31 24,623 $1,352,000 14,574
   Fiduciary Alliance LLC 84 - 2024-03-31 24,080 $1,326,000 65
   COMMONWEALTH EQUITY SERVICES LLC. 2082 - 2024-03-31 22,340 $1,227,000 -2,853
   Brookstone Capital Management 470 - 2024-03-31 19,451 $1,068,000 -199,030
   Foundations Investment Advisors LLC 343 - 2024-03-31 15,710 $862,000 620
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2822 - 2024-03-31 14,703 $807,000 -22,814
   Atria Wealth Solutions Inc. 1374 - 2024-03-31 7,086 $389,000 -650
   MONEY CONCEPTS CAPITAL CORP 316 - 2024-03-31 6,700 $368,000 -8,992
   Delta Investment Management LLC 194 - 2024-03-31 4,248 $233,000 0
   Kestra Advisory Services LLC 2231 *New 2024-03-31 3,776 $207,000 3,776
   MORGAN STANLEY 6097 - 2024-03-31 647 $36,000 146
   Creekmur Asset Management LLC 352 - 2024-03-31 413 $23,000 -103
   ADVISORY SERVICES NETWORK, LLC 1511 *Closed 2024-03-31 0 $0 -83
   PROEQUITIES INC. 2895 - 2024-03-31 0 $0 0
   JANE STREET GROUP LLC 5504 *Closed 2024-03-31 0 $0 -16,132
   Arete Wealth Advisors LLC 635 *Closed 2024-03-31 0 $0 -7,550
   MARINER WEALTH ADVISORS, LLC 3256 *Closed 2024-03-31 0 $0 -88,374
   Global Retirement Partners LLC 3446 *Closed 2024-03-31 0 $0 -556

  34 Records found
  1    
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