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Get Institutions for : 
Main Sector Rotation Etf (SECT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    3
Total shares held : 
 25,211,165  
% of shares held : 
 20.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 2,067,957  
% of shares held change : 
   1.68%  
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 :
9
 1,183,329
 4.69%
 
Increased Positions :
33
 1,273,865
 5.05%
 
Unchanged Positions :
7
 92,161
 0.37%
 
Decreased Positions :
14
-274,586
-1.09%
 
Closed Positions :
12
-114,651
-0.45%
 
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
   Orion Portfolio Solutions LLC 1 - 2024-03-31 18,240,123 $918,937,000 -8,594
   Advisor Group Holdings Inc. 68 - 2024-03-31 2,410,791 $121,456,000 2,024,828
   Integrated Wealth Concepts LLC 16 *New 2023-12-31 1,145,374 $53,317,000 1,145,374
   LPL FINANCIAL CORP 633 - 2024-03-31 777,322 $39,161,000 93,206
   Madrona Financial Services LLC 2 - 2024-03-31 536,710 $27,039,000 18,652
   TOWNSQUARE CAPITAL LLC 55 - 2023-12-31 526,930 $24,529,000 51,130
   ENVESTNET ASSET MANAGEMENT INC 1021 - 2023-12-31 445,465 $20,736,000 -10,087
   Main Management LLC 19 - 2023-12-31 399,444 $18,594,000 1,961
   GeoWealth Management LLC 12 - 2023-12-31 339,156 $15,789,000 596
   Atria Wealth Solutions Inc. 112 - 2023-12-31 325,788 $15,201,000 85,697
   Envestnet Portfolio Solutions Inc. 178 - 2024-03-31 295,176 $14,871,000 11,683
   Feltz Wealth PLAN Inc. 14 - 2024-03-31 280,131 $14,113,000 -219
   Spire Wealth Management 94 - 2024-03-31 215,632 $10,864,000 2,387
   ATRIA INVESTMENTS LLC 154 - 2023-12-31 217,326 $10,117,000 141,078
   Mutual Advisors LLC 56 - 2024-03-31 194,271 $9,787,000 60,771
   Encompass More Asset Management 2 - 2024-03-31 149,345 $7,524,000 75,454
   McAlister Sweet & Associates Inc. 4 - 2024-03-31 123,503 $6,222,000 -8,178
   Change Path LLC 68 - 2023-12-31 115,579 $5,380,000 51,463
   Goss Wealth Management LLC 350 - 2023-12-31 104,616 $4,935,000 104,270
   H D Vest Advisory Services 330 - 2024-03-31 88,319 $4,450,000 15,983
   Sigma Planning Corp 212 - 2024-03-31 60,884 $3,067,000 51,795
   Fiduciary Alliance LLC 57 - 2024-03-31 55,093 $2,771,000 1,943
   Cetera Investment Advisers 751 - 2023-12-31 48,324 $2,249,000 1,753
   Geneos Wealth Management Inc. 235 - 2024-03-31 43,723 $2,203,000 3,020
   CWM LLC 618 - 2024-03-31 38,636 $1,946,000 32,687
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1382 - 2024-03-31 32,946 $1,660,000 8,744
   AE Wealth Management LLC 986 - 2023-12-31 32,601 $1,551,000 5,680
   Lunt Capital Management Inc. 31 - 2024-03-31 29,439 $1,483,000 2,356
   OLD MISSION CAPITAL LLC 345 - 2023-12-31 30,502 $1,420,000 14,917
   Arkadios Wealth Advisors 239 - 2024-03-31 19,477 $981,000 664
   PFG Investments LLC 347 *New 2024-03-31 18,589 $937,000 18,589
   LifePro Asset Management 46 - 2024-03-31 18,158 $915,000 -1,797
   FINANCIAL NETWORK 1503 - 2023-12-31 17,524 $816,000 8,364
   Financial Advocates Investment Management 378 - 2024-03-31 14,204 $716,000 -26,610
   ADVISORY SERVICES NETWORK, LLC 849 - 2024-03-31 12,855 $648,000 -333
   MULTIFINANCIAL SECURITIES CORP 989 - 2023-12-31 13,634 $635,000 -8,179
   Foundations Investment Advisors LLC 383 - 2023-12-31 13,370 $630,000 5,222
   COMMONWEALTH EQUITY SERVICES LLC. 2776 - 2024-03-31 10,028 $505,000 -831
   Allen Mooney & Barnes Investment Advisors LLC 102 *New 2024-03-31 9,932 $494,000 9,932
   Coppell Advisory Solutions LLC 163 - 2023-12-31 10,193 $474,000 7,222
   Atomi Financial Group Inc. 380 - 2024-03-31 8,983 $453,000 2,157
   Koshinski Asset Management Inc. 340 - 2024-03-31 8,845 $446,000 8,845
   MML INVESTORS SERVICES LLC 1860 *New 2023-12-31 8,760 $408,000 8,760
   Simplicity WealthLLC 825 *New 2024-03-31 7,719 $389,000 7,719
   Diversify Advisory Services LLC 477 - 2024-03-31 7,743 $389,000 0
   ICA Group Wealth Management LLC 181 - 2023-12-31 8,216 $382,000 1,099
   Axiom Advisory LLC 28 - 2024-03-31 6,050 $305,000 0
   Ethos Financial Group LLC 178 - 2024-03-31 5,996 $302,000 -13,957
   WELLS FARGO & CO/MN 3709 - 2024-03-31 5,816 $293,000 -10,522
   Sawtooth Asset Management Inc. 851 - 2023-12-31 6,228 $290,000 0
   DFPG INVESTMENTS INC. 530 - 2023-12-31 6,136 $279,000 -19
   J P MORGAN CHASE & CO 4091 - 2024-03-31 5,072 $256,000 0
   FLAGSHIP HARBOR ADVISORS LLC 601 *New 2024-03-31 4,541 $229,000 4,541
   HARBOUR INVESTMENTS INC. 819 - 2023-12-31 4,855 $226,000 0
   Nemes Rush Group LLC 155 - 2023-12-31 4,629 $215,000 -812
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1611 - 2023-09-30 5,072 $213,000 0
   SILVER OAK SECURITIES Inc 376 - 2024-03-31 3,863 $195,000 -1,516
   Hobbs Group Advisors LLC 130 - 2023-12-31 3,436 $160,000 0
   MORGAN STANLEY 5624 - 2023-12-31 3,041 $142,000 901
   Anchor Investment Management LLC 406 - 2023-12-31 2,917 $136,000 0
   Householder Group Estate & Retirement Specialist L 337 - 2024-03-31 2,080 $105,000 0
   ROYAL BANK OF CANADA 5097 - 2023-12-31 1,623 $76,000 1,623
   US BANCORP 2549 *New 2024-03-31 1,300 $65,000 1,300
   Register Financial Advisors LLC 343 *New 2024-03-31 1,000 $50,000 1,000
   FTB Advisors Inc. 960 *New 2024-03-31 970 $49,000 970
   Westside Investment Management Inc. 369 - 2024-03-31 834 $42,000 0
   FMR LLC 3472 - 2023-12-31 838 $39,000 837
   GRADIENT INVESTMENTS LLC 569 - 2024-03-31 338 $17,000 0
   UBS Group AG 5871 - 2023-12-31 375 $17,000 -237
   BANK OF AMERICA CORP /DE/ 5738 *New 2023-12-31 257 $12,000 257
   Coppell Advisory Solutions Corp. 505 *Closed 2023-03-31 0 $0 -2,971
   Impact Partnership Wealth LLC 855 *Closed 2023-12-31 0 $0 -1,375
   V Wealth ManagementLLC 211 *Closed 2023-09-30 0 $0 -5,815
   EverSource Wealth Advisors LLC 2642 *Closed 2023-12-31 0 $0 -9,620
   PROEQUITIES INC. 6015 - 2024-03-31 0 $0 0
   Peterson Financial Group Inc. 122 *Closed 2024-03-31 0 $0 -6,829
   IFP Advisors Inc 3190 *Closed 2023-12-31 0 $0 -674
   MCKINLEY CARTER WEALTH SERVICES, INC. 303 *Closed 2024-03-31 0 $0 -5,273
   Independent Wealth Network Inc. 118 *Closed 2024-03-31 0 $0 -18,117
   CITADEL ADVISORS LLC 6398 *Closed 2023-12-31 0 $0 -36,685
  80 Records found
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