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Get Institutions for : 
Xtrackers S&p 500 Esg Etf (SNPE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    13
Total shares held : 
 8,976,415  
% of shares held : 
 77.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 471,077  
% of shares held change : 
   4.04%  
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 :
16
 442,443
 4.93%
 
Increased Positions :
27
 556,562
 6.2%
 
Unchanged Positions :
12
 56,592
 0.63%
 
Decreased Positions :
21
-482,723
-5.38%
 
Closed Positions :
3
-45,205
-0.5%
 
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
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 1,480,800 $64,555,000 -12,000
   MORGAN STANLEY 1706 - 2023-12-31 1,171,700 $51,016,000 167,970
   WCG Wealth Advisors LLC 1 - 2023-12-31 1,089,068 $47,418,000 -230,135
   UBS Group AG 859 - 2023-12-31 756,784 $32,950,000 6,643
   LPL FINANCIAL CORP 784 - 2023-12-31 570,495 $24,839,000 7,210
   BANK OF AMERICA CORP /DE/ 1966 - 2023-12-31 371,056 $16,156,000 -10,773
   FIFTH THIRD BANCORP 203 - 2024-03-31 313,589 $14,999,000 -28,324
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 709 - 2024-03-31 253,052 $12,103,000 -1,326
   Pine Valley Investments Ltd Liability Co 22 - 2023-12-31 272,573 $11,868,000 -28,932
   PRINCIPAL FINANCIAL GROUP INC 1240 - 2023-12-31 252,675 $11,001,000 21,851
   APCM Wealth Management for Individuals 18 - 2024-03-31 189,144 $9,047,000 -10,159
   AMERIPRISE FINANCIAL INC 1863 - 2023-12-31 196,006 $8,527,000 26,230
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 590 - 2024-03-31 140,489 $6,720,000 -571
   Gateway Wealth Partners LLC 4 *New 2023-12-31 153,047 $6,664,000 153,047
   SHEETS SMITH & ASSOCIATES INC 28 - 2023-09-30 156,475 $6,129,000 -192
   WELLS FARGO & CO/MN 1807 - 2023-12-31 138,693 $6,039,000 27,824
   PRUDENTIAL CORP PLC 203 - 2023-12-31 137,000 $5,965,000 9,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 513 - 2023-12-31 126,792 $5,521,000 -808
   One Capital Management LLC 104 - 2023-12-31 124,417 $5,417,000 1,197
   ENVESTNET ASSET MANAGEMENT INC 2180 - 2023-12-31 72,724 $3,166,000 -406
   Advisor Group Holdings Inc. 1590 - 2023-12-31 64,706 $2,817,000 -67,681
   ROYAL BANK OF CANADA 2302 - 2023-12-31 63,525 $2,766,000 10,354
   GenWealth Group Inc. 30 *New 2024-03-31 55,593 $2,659,000 55,593
   COMMONWEALTH EQUITY SERVICES LLC. 1484 - 2023-12-31 60,154 $2,619,000 23,347
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1647 - 2023-12-31 58,137 $2,531,000 2,277
   GTS SECURITIES LLC 347 - 2023-12-31 54,902 $2,390,000 -59,375
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 518 *New 2023-12-31 49,853 $2,171,000 49,853
   CITADEL ADVISORS LLC 2264 - 2023-12-31 48,600 $2,116,000 44,392
   Stratos Wealth Partners LTD. 421 - 2024-03-31 43,174 $2,065,000 5,045
   TWO SIGMA INVESTMENTS LLC 1522 - 2023-12-31 42,200 $1,837,000 12,500
   Migdal Insurance & Financial Holdings Ltd. 122 - 2023-12-31 40,784 $1,781,000 -31,446
   Focus Financial Network Inc. 190 - 2024-03-31 36,758 $1,675,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 234 - 2023-12-31 38,004 $1,655,000 0
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 100 - 2023-12-31 37,228 $1,621,000 -19,870
   Insight Wealth Partners LLC 20 - 2023-12-31 34,426 $1,499,000 13,621
   RENAISSANCE TECHNOLOGIES LLC 2231 - 2023-12-31 29,800 $1,297,000 16,400
   RSM US WEALTH MANAGEMENT LLC 233 *New 2023-12-31 27,540 $1,199,000 27,540
   Kestra Advisory Services LLC 1066 - 2023-12-31 25,279 $1,101,000 -3,667
   Orion Portfolio Solutions LLC 900 - 2023-12-31 25,136 $1,093,000 -6,306
   Jump Financial LLC 661 - 2023-12-31 24,680 $1,075,000 24,680
   PALLADIEM LLC 20 - 2023-09-30 22,135 $867,000 -9,775
   GOLDMAN SACHS GROUP INC/ 3704 - 2023-12-31 15,085 $657,000 6,080
   JANE STREET GROUP LLC 3726 *New 2023-12-31 13,997 $609,000 13,997
   HANSON MCCLAIN, INC. 509 - 2024-03-31 12,463 $596,000 739
   RAYMOND JAMES & ASSOCIATES 2942 - 2024-03-31 12,163 $582,000 2,202
   RETIREMENT CAPITAL STRATEGIES 52 - 2023-12-31 13,164 $573,000 94
   MEITAV DASH INVESTMENTS LTD 233 - 2023-12-31 12,970 $566,000 12,970
   J P MORGAN CHASE & CO 3646 - 2023-12-31 12,185 $531,000 682
   Goldstein Advisors LLC 74 *New 2023-12-31 12,130 $528,000 12,130
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2369 - 2024-03-31 9,206 $440,000 1,017
   Heirloom Wealth Management 40 - 2024-03-31 8,351 $399,000 -13,435
   PRIVATE TRUST CO NA 452 - 2024-03-31 7,554 $361,000 4,285
   Fermata Advisors LLC 155 - 2024-03-31 6,894 $330,000 16
   Fragasso Group Inc. 213 - 2024-03-31 6,012 $288,000 18
   H D Vest Advisory Services 1246 - 2023-12-31 6,624 $288,000 0
   HILL ISLAND FINANCIAL LLC 63 *New 2023-12-31 5,248 $228,000 5,248
   GSB Wealth Management LLC 203 *New 2023-12-31 4,907 $214,000 4,907
   NOMURA ASSET MANAGEMENT CO LTD 899 - 2023-12-31 4,900 $213,000 -100
   HRT FINANCIAL LLC 1607 *New 2023-12-31 4,799 $208,000 4,799
   RF&L WEALTH MANAGEMENT LLC 55 *New 2023-12-31 4,697 $205,000 4,697
   Baird Financial Group Inc. 1632 *New 2023-12-31 4,700 $205,000 4,700
   Qube Research & Technologies Ltd 2503 - 2023-12-31 3,851 $168,000 3,851
   COMERICA BANK 2391 *New 2023-12-31 3,103 $135,000 3,103
   Jupiter Wealth Management LLC 79 - 2023-12-31 2,987 $130,000 0
   Goss Wealth Management LLC 1941 - 2023-12-31 2,257 $98,000 0
   TD Waterhouse Canada Inc. 816 - 2023-12-31 2,163 $93,000 0
   AdvisorNet Financial Inc 655 - 2024-03-31 1,872 $90,000 2
   ADVISORY SERVICES NETWORK, LLC 1693 *New 2023-12-31 2,041 $89,000 2,041
   Carolina Wealth Advisors LLC 98 - 2024-03-31 1,323 $63,000 0
   WFA Asset Management Corp 92 - 2024-03-31 1,286 $62,000 3
   TOWER RESEARCH CAPITAL LLC 3203 - 2023-12-31 1,044 $45,000 1,044
   IAG Wealth Partners LLC 209 - 2024-03-31 586 $28,000 0
   HORIZON INVESTMENTS, LLC/SC 625 - 2023-12-31 401 $17,000 0
   BANK OF MONTREAL /CAN/ 3188 - 2023-12-31 278 $12,000 0
   FMR LLC 4034 - 2023-12-31 286 $12,000 239
   PNC FINANCIAL SERVICES GROUP INC 3640 *New 2023-12-31 254 $11,000 254
   Tradewinds Capital Management LLC 466 - 2024-03-31 19 $1,000 0
   BDO Wealth Advisors LLC 977 *Closed 2023-06-30 0 $0 -16,500
   US BANCORP 3883 - 2023-12-31 4 $0 0
   RESOLUTE FINANCIAL LLC 112 *Closed 2022-12-31 0 $0 -11,522
   Headlands Technologies LLC 1144 *Closed 2023-12-31 0 $0 -100
   Penserra Capital Management LLC 1344 *Closed 2023-12-31 0 $0 -179
   PROEQUITIES INC. 8583 - 2023-12-31 0 $0 0
   CANTOR FITZGERALD L. P. 543 *Closed 2023-12-31 0 $0 -44,926
  84 Records found
  1    
  Page 1 of 1
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