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Get Institutions for : 
Global X Superdividend Etf (SDIV)  
$22.43 0.09 (0.4%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    1
Total shares held : 
 4,879,535  
% of shares held : 
 5.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 924,686  
% of shares held change : 
   1.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $21.46  
Last Quarter's Ending Price : 
 $22.55  
Last Quarter's Average Price : 
 $21.39  
Change from last quarter's     
avg. price to the last closing  : 
1.04 (4.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 292,880
 6%
 
Increased Positions :
25
 1,032,292
 21.16%
 
Unchanged Positions :
24
 127,727
 2.62%
 
Decreased Positions :
24
-343,428
-7.04%
 
Closed Positions :
13
-57,058
-1.17%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Financial Gravity Wealth Inc. 30 - 2023-12-31 12,654 $95,704,000 0
   CREDIT SUISSE/ 551 - 2023-12-31 1,262,452 $28,468,000 615,094
   LPL FINANCIAL CORP 1174 - 2023-12-31 495,298 $11,169,000 -33,984
   BANK OF AMERICA CORP /DE/ 2315 - 2023-12-31 470,617 $10,612,000 -65,253
   MORGAN STANLEY 3324 - 2023-12-31 433,442 $9,774,000 -75,987
   JANE STREET GROUP LLC 1232 - 2023-12-31 292,786 $6,602,000 153,508
   Advisor Group Holdings Inc. 1212 - 2023-12-31 216,558 $4,885,000 11,833
   WELLS FARGO & CO/MN 2143 - 2023-12-31 153,445 $3,460,000 -48,317
   BANK OF MONTREAL /CAN/ 1178 - 2023-12-31 142,304 $3,229,000 142,304
   ROYAL BANK OF CANADA 2424 - 2023-12-31 106,412 $2,400,000 76,796
   JANNEY MONTGOMERY SCOTT LLC 1098 - 2024-03-31 103,831 $2,248,000 48,804
   UBS Group AG 2826 - 2023-12-31 89,605 $2,021,000 -1,258
   RENAISSANCE TECHNOLOGIES LLC 2097 *New 2023-12-31 70,200 $1,583,000 70,200
   J P MORGAN CHASE & CO 3120 - 2023-12-31 65,970 $1,488,000 2,323
   GeoWealth Management LLC 183 - 2023-12-31 57,440 $1,295,000 -6,067
   Fifth Third Securities Inc. 141 - 2024-03-31 59,770 $1,294,000 17,065
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1413 - 2024-03-31 57,826 $1,252,000 0
   FLOW TRADERS U.S. LLC 324 *New 2023-12-31 46,627 $1,051,000 46,627
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2026 - 2024-03-31 47,388 $1,026,000 -11,856
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2937 *New 2023-12-31 39,666 $894,000 39,666
   CITADEL ADVISORS LLC 3072 - 2023-12-31 38,195 $861,000 -13,743
   Goss Wealth Management LLC 1017 - 2023-12-31 37,991 $832,000 5,331
   Wealthfront Advisers LLC 662 - 2024-03-31 35,904 $777,000 5,451
   Waterloo Capital L.P. 166 *New 2023-12-31 32,506 $733,000 32,506
   OLD MISSION CAPITAL LLC 525 - 2023-12-31 30,298 $683,000 -32,778
   PFG Investments LLC 439 *New 2024-03-31 30,028 $650,000 30,028
   Harvest Investment Services LLC 92 - 2023-12-31 27,510 $620,000 2,276
   Ameritas Advisory Services LLC 387 - 2023-12-31 27,316 $616,000 -2,801
   AMERIPRISE FINANCIAL INC 3301 - 2023-12-31 26,709 $602,000 -732
   Sontag Advisory LLC 416 - 2023-12-31 22,500 $507,000 0
   Cetera Investment Advisers 1486 - 2023-12-31 22,237 $501,000 -3,838
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2268 - 2024-03-31 22,884 $495,000 348
   ADVISORY SERVICES NETWORK, LLC 935 - 2023-12-31 20,044 $452,000 -1,991
   BANK OF NOVA SCOTIA / 827 *New 2023-12-31 20,000 $449,000 20,000
   Rockefeller Capital Management L.P. 1371 - 2023-12-31 19,848 $448,000 577
   CIBC WORLD MARKETS INC. 887 - 2023-12-31 19,486 $439,000 -1,482
   COMMONWEALTH EQUITY SERVICES LLC. 2914 - 2024-03-31 19,896 $431,000 -1,927
   RAYMOND JAMES & ASSOCIATES 3157 *New 2024-03-31 18,425 $399,000 18,425
   AE Wealth Management LLC 1560 - 2023-12-31 17,836 $397,000 553
   Western Wealth Management LLC 426 - 2024-03-31 18,077 $391,000 1,876
   HIGHTOWER ADVISORS, LLC 2476 *New 2023-12-31 16,723 $378,000 16,723
   PROSPERA FINANCIAL SERVICES 752 - 2023-12-31 16,574 $374,000 -1,398
   MML INVESTORS SERVICES LLC 1914 - 2023-12-31 16,542 $373,000 -9,876
   ENVESTNET ASSET MANAGEMENT INC 3488 - 2023-12-31 15,898 $358,000 -4,406
   Triumph Capital Management 151 - 2024-03-31 16,161 $349,000 -345
   Good Life Advisors LLC 315 - 2024-03-31 15,966 $346,000 -409
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 497 - 2024-03-31 15,363 $331,000 1,354
   STIFEL FINANCIAL CORP 2812 - 2023-12-31 13,848 $312,000 4,214
   DAVIDSON D A & CO 1142 - 2023-12-31 12,502 $282,000 -880
   Founders Financial Alliance LLC 198 - 2023-12-31 11,888 $268,000 1,949
   MARINER WEALTH ADVISORS, LLC 2553 - 2023-12-31 10,398 $234,000 -1,640
   SWMG LLC 93 - 2023-12-31 10,232 $231,000 -7,857
   Global Retirement Partners LLC 749 - 2024-03-31 10,362 $224,000 29
   NewEdge Wealth LLC 698 *New 2023-12-31 9,350 $211,000 9,350
   Qube Research & Technologies Ltd 2412 - 2023-12-31 8,903 $201,000 0
   ORG Partners LLC 272 - 2023-12-31 8,223 $185,000 0
   Newbridge Financial Services Group Inc. 223 - 2024-03-31 7,420 $161,000 -458
   Capital Investment Advisory Services LLC 520 *New 2024-03-31 6,420 $139,000 6,420
   HARBOUR INVESTMENTS INC. 1069 - 2023-12-31 5,224 $118,000 0
   Retirement Group LLC 208 - 2024-03-31 2,915 $63,000 -532
   COMERICA BANK 2673 - 2023-12-31 2,444 $55,000 70
   HILLSDALE INVESTMENT MANAGEMENT INC. 431 - 2023-12-31 1,893 $43,000 0
   Gould Capital LLC 97 - 2023-12-31 1,693 $38,000 42
   PRIVATE TRUST CO NA 1348 - 2024-03-31 1,166 $25,000 0
   OPTIMUM INVESTMENT ADVISORS 446 - 2024-03-31 1,000 $22,000 0
   Ahrens Investment Partners LLC 479 *New 2023-03-31 815 $19,000 815
   PROEQUITIES INC. 1525 - 2024-03-31 846 $18,000 0
   Register Financial Advisors LLC 475 *New 2024-03-31 756 $16,000 756
   Householder Group Estate & Retirement Specialist L 753 - 2024-03-31 599 $13,000 0
   Steward Partners Investment Advisory LLC 2641 - 2023-12-31 499 $11,000 0
   Westside Investment Management Inc. 573 *New 2024-03-31 500 $11,000 500
   LM Advisors LLC 509 - 2023-12-31 500 $11,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 241 - 2024-03-31 443 $10,000 0
   IFP Advisors Inc 2175 - 2023-12-31 399 $9,000 0
   MILESTONE GROUP INC 371 - 2024-03-31 400 $9,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 386 - 2023-12-31 360 $8,000 0
   Aptus Capital Advisors LLC 809 - 2023-12-31 360 $8,000 0
   PRINCIPAL SECURITIES INC. 2510 - 2024-03-31 285 $6,000 -166
   FMR LLC 4260 - 2023-12-31 206 $5,000 206
   HAZLETT BURT & WATSON INC. 591 - 2024-03-31 205 $4,000 6
   Coppell Advisory Solutions LLC 1125 - 2023-12-31 183 $4,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1182 - 2024-03-31 166 $4,000 0
   FSA Wealth Management LLC 504 *New 2023-12-31 142 $3,000 142
   Your Advocates Ltd. LLP 172 *New 2024-03-31 83 $2,000 83
   HANSON MCCLAIN, INC. 2781 - 2024-03-31 112 $2,000 0
   BALDWIN BROTHERS INC/MA 637 - 2024-03-31 91 $2,000 0
   Tidemark LLC 610 - 2023-12-31 98 $2,000 0
   TOWER RESEARCH CAPITAL LLC 5309 - 2023-12-31 81 $2,000 23
   ICA Group Wealth Management LLC 1208 - 2023-12-31 33 $1,000 33
   GPS Wealth Strategies Group LLC 1197 - 2024-03-31 8 $0 -6
   Coppell Advisory Solutions Corp. 289 *Closed 2023-03-31 0 $0 -183
   Ronald Blue Trust Inc. 2088 *Closed 2024-03-31 0 $0 -1,059
   Focused Wealth Management Inc 886 *Closed 2023-12-31 0 $0 -83
   SRS Capital Advisors Inc. 1314 *New 2023-12-31 9 $0 9
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3387 *Closed 2023-12-31 0 $0 -155
   Authentikos Wealth Advisory LLC 272 *Closed 2023-12-31 0 $0 -5,174
   Eagle Strategies LLC 285 *Closed 2024-03-31 0 $0 -23,112
   CENTAURUS FINANCIAL INC. 804 *Closed 2023-12-31 0 $0 -4,661
   ALPHAMARK ADVISORS LLC 777 *Closed 2024-03-31 0 $0 -165
   Cutler Group LP 1233 *Closed 2024-03-31 0 $0 -100
  100 Records found
  1    
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