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Get Institutions for : 
Aam Bahl & Gaynor Small/mid Cap Income Growth Etf (SMIG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    4
Total shares held : 
 7,170,650  
% of shares held : 
 0.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 680,188  
% of shares held change : 
   0.08%  
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 :
7
 195,389
 2.72%
 
Increased Positions :
16
 603,595
 8.42%
 
Unchanged Positions :
5
 139,119
 1.94%
 
Decreased Positions :
5
-29,738
-0.41%
 
Closed Positions :
3
-89,058
-1.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   MORGAN STANLEY 1799 - 2023-12-31 1,850,388 $46,630,000 225,086
   BANK OF AMERICA CORP /DE/ 1315 - 2023-12-31 1,539,684 $38,800,000 160,576
   ROYAL BANK OF CANADA 885 - 2023-12-31 1,260,779 $31,771,000 96,446
   RAYMOND JAMES & ASSOCIATES 1039 - 2024-03-31 459,180 $12,370,000 149,718
   Pine Valley Investments Ltd Liability Co 33 - 2024-03-31 319,692 $8,624,000 18,732
   Cetera Investment Advisers 337 - 2023-12-31 275,330 $6,938,000 12,082
   US BANCORP 510 - 2024-03-31 248,661 $6,699,000 9,973
   CASTLE WEALTH MANAGEMENT LLC 5 - 2024-03-31 214,575 $5,789,000 4,872
   ENVESTNET ASSET MANAGEMENT INC 2118 - 2023-12-31 140,478 $3,540,000 21,839
   LPL FINANCIAL CORP 2094 - 2024-03-31 121,296 $3,268,000 19,963
   J P MORGAN CHASE & CO 2816 - 2024-03-31 97,261 $2,620,000 16,223
   STIFEL FINANCIAL CORP 1925 - 2023-12-31 54,553 $1,375,000 18,128
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2116 - 2024-03-31 33,286 $897,000 3,050
   Wealthcare Advisory Partners LLC 400 - 2024-03-31 32,432 $874,000 14,099
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1845 - 2024-03-31 30,774 $829,000 1,165
   COMMONWEALTH EQUITY SERVICES LLC. 3095 - 2024-03-31 12,940 $349,000 9
   Ronald Blue Trust Inc. 468 - 2024-03-31 8,180 $220,000 2,082
   CREATIVE FINANCIAL DESIGNS INC /ADV 712 - 2024-03-31 1,979 $53,000 11
   COMERICA BANK 2716 - 2023-12-31 1,900 $48,000 1,252
  19 Records found
  1    
  Page 1 of 1
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