Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Value (SPYV)  
$48.31 0.11 (0.23%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 784    35
Total shares held : 
 372,743,659  
% of shares held : 
 11.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 44,363,717  
% of shares held change : 
   1.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.03  
Last Quarter's Ending Price : 
 $46.63  
Last Quarter's Average Price : 
 $43.13  
Change from last quarter's     
avg. price to the last closing  : 
5.18 (12.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 2,733,541
 0.73%
 
Increased Positions :
322
 52,085,849
 13.97%
 
Unchanged Positions :
137
 8,512,638
 2.28%
 
Decreased Positions :
256
-9,860,772
-2.65%
 
Closed Positions :
34
-594,901
-0.16%
 
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 ENGINES ADVISORS L.L.C. 2 - 2023-12-31 74,423,549 $3,470,370,000 939,703
   LPL FINANCIAL CORP 16 - 2023-12-31 31,296,439 $1,459,353,000 3,171,837
   HANSON MCCLAIN, INC. - 2023-12-31 18,556,755 $865,301,000 807,687
   ENVESTNET ASSET MANAGEMENT INC 71 - 2023-12-31 13,117,502 $611,669,000 8,776,348
   MORGAN STANLEY 476 - 2023-12-31 8,725,424 $406,867,000 1,321,965
   HORIZON INVESTMENTS, LLC/SC 2 - 2023-12-31 8,391,408 $391,291,000 3,644,097
   VALMARK ADVISERS INC 2 - 2023-12-31 7,355,060 $342,966,000 -24,309
   Advisor Group Holdings Inc. 24 - 2023-12-31 7,276,451 $339,351,000 2,206,352
   UBS Group AG 174 - 2023-12-31 6,520,757 $304,063,000 442,720
   BANK OF AMERICA CORP /DE/ 487 - 2023-12-31 5,459,366 $254,570,000 110,589
   AMERIPRISE FINANCIAL INC 278 - 2023-12-31 5,353,394 $249,658,000 2,606,681
   CWM LLC 16 - 2024-03-31 4,920,831 $246,534,000 576,063
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 60 - 2023-12-31 4,636,515 $216,201,000 866,145
   ROYAL BANK OF CANADA 301 - 2023-12-31 4,498,686 $209,775,000 1,828,929
   CLARK CAPITAL MANAGEMENT GROUP INC 8 - 2023-12-31 4,409,173 $205,600,000 4,394,417
   Willis Johnson & Associates Inc. 1 - 2024-03-31 3,722,350 $186,490,000 76,427
   BANK OF NEW YORK MELLON CORP 395 - 2023-12-31 3,983,208 $185,737,000 1,137,404
   J P MORGAN CHASE & CO 612 - 2023-12-31 3,745,449 $174,650,000 3,266,182
   FRANKLIN RESOURCES INC 269 - 2023-12-31 3,676,239 $171,423,000 297,749
   Betterment LLC 28 - 2023-12-31 3,364,361 $156,880,000 520,428
   Advisory Alpha LLC - 2023-12-31 3,346,409 $156,047,000 109,504
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 3,210,129 $149,688,000 351,707
   NICOLET ADVISORY SERVICES LLC 1 - 2023-12-31 3,098,780 $144,527,000 -300,993
   HPM Partners LLC - 2023-12-31 3,087,568 $143,973,000 110,662
   Equitable Holdings Inc. 11 - 2023-12-31 2,998,780 $139,833,000 274,790
   PFS INVESTMENTS INC. 6 - 2023-06-30 3,010,747 $130,064,000 -157,299
   TIAA FSB 46 - 2023-06-30 2,667,344 $115,229,000 657,482
   TOWNSQUARE CAPITAL LLC 7 - 2023-12-31 2,386,077 $111,263,000 86,028
   Quotient Wealth Partners LLC 9 - 2023-12-31 2,358,774 $109,990,000 0
   MARINER WEALTH ADVISORS, LLC 82 - 2023-12-31 2,325,050 $108,417,000 68,674
   Connecticut Wealth Management LLC 2 - 2023-12-31 2,322,228 $108,285,000 102,559
   FIRST NATIONAL TRUST CO 2 - 2023-12-31 2,299,997 $107,249,000 1,413,786
   Private Advisor Group LLC 19 - 2023-12-31 2,220,660 $103,549,000 334,068
   Lutz Financial Services LLC 2 - 2023-12-31 2,207,137 $102,919,000 100,849
   Massey Quick & Co. LLC 2 - 2024-03-31 1,940,553 $97,222,000 22,747
   AE Wealth Management LLC 31 - 2023-12-31 2,021,616 $94,692,000 -70,215
   NorthRock Partners LLC 2 - 2023-12-31 1,970,786 $91,898,000 -100,872
   Financial Gravity Wealth Inc. 33 - 2023-12-31 1,877,647 $91,417,000 0
   KWB Wealth 3 - 2024-03-31 1,635,323 $81,930,000 190,592
   FINANCIAL NETWORK 35 - 2023-12-31 1,750,704 $81,635,000 234,799
   HIGHTOWER ADVISORS, LLC 160 - 2023-12-31 1,749,446 $81,592,000 127,460
   OLD NATIONAL BANCORP /IN/ 8 - 2024-03-31 1,624,641 $81,395,000 50,375
   PUTNAM FL INVESTMENT MANAGEMENT CO 9 - 2023-12-31 1,651,630 $77,015,000 1,174,068
   GOLDMAN SACHS GROUP INC/ 772 - 2023-12-31 1,638,572 $76,407,000 402,335
   N.E.W. Advisory Services LLC 3 - 2023-12-31 1,550,726 $72,310,000 1,167,566
   ERTS Wealth Advisors LLC - 2023-12-31 1,543,508 $71,974,000 21,779
   Gerber Kawasaki Wealth & Investment Management 4 - 2023-12-31 1,498,847 $69,891,000 224,222
   Magnus Financial Group LLC 1 - 2023-12-31 1,482,883 $69,147,000 12,861
   Octavia Wealth Advisors LLC 1 - 2024-03-31 1,359,038 $68,088,000 1,330,887
   Orion Portfolio Solutions LLC 16 - 2023-12-31 1,345,651 $63,165,000 1,291,334
   ANGELES WEALTH MANAGEMENT LLC 3 - 2023-12-31 1,337,856 $62,384,000 30,587
   JANNEY MONTGOMERY SCOTT LLC 111 - 2023-12-31 1,275,414 $59,472,000 75,644
   WELLS FARGO & CO/MN 625 - 2023-12-31 1,229,380 $57,326,000 23,391
   CoreCap Advisors LLC 2 - 2023-12-31 1,173,660 $54,728,000 -14,047
   Klingman & Associates LLC 5 - 2023-12-31 1,157,172 $53,959,000 -5,916
   AlphaStar Capital Management LLC 5 - 2023-12-31 1,154,346 $53,827,000 -505,428
   ARROW FINANCIAL CORP 3 - 2023-12-31 1,141,918 $53,248,000 383
   MERCER GLOBAL ADVISORS INC /ADV 92 - 2023-12-31 1,129,777 $52,681,000 -76,732
   FMR LLC 1272 - 2023-12-31 1,111,093 $51,810,000 -20,760
   NICOLET BANKSHARES INC 1 - 2023-12-31 1,108,908 $51,708,000 -12,108
   COMMONWEALTH EQUITY SERVICES LLC. 210 - 2023-12-31 1,072,788 $50,024,000 98,290
   Envestnet Portfolio Solutions Inc. 68 - 2023-12-31 1,069,633 $49,877,000 390,496
   NOTTINGHAM ADVISORS INC 3 - 2023-12-31 1,200,489 $48,310,000 -6,962
   AMERIVEST INVESTMENT MANAGEMENT LLC 34 - 2023-06-30 1,112,814 $48,073,000 -148,239
   FLAGSHIP HARBOR ADVISORS LLC 2 - 2024-03-31 944,420 $47,316,000 -283,124
   Alera Investment Advisors LLC - 2023-12-31 1,012,525 $47,214,000 -21,626
   STIFEL FINANCIAL CORP 299 - 2023-12-31 979,507 $45,674,000 61,882
   ACCREDITED INVESTORS INC. 13 - 2023-12-31 958,876 $44,712,000 -59,789
   Good Life Advisors LLC 2 - 2023-12-31 951,184 $44,354,000 338,281
   Compton Financial Group LLC 4 - 2024-03-31 874,700 $43,822,000 13,237
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 96 - 2023-12-31 929,238 $43,330,000 -281,888
   Whitcomb & Hess Inc. 1 - 2024-03-31 862,336 $43,203,000 -73,350
   ALESCO ADVISORS LLC 16 - 2023-12-31 903,292 $42,120,000 -1,678,217
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 195 - 2024-03-31 810,941 $40,628,000 -845,563
   Perennial Investment Advisors LLC 2 - 2023-12-31 868,012 $40,475,000 -74,545
   Facet Wealth Inc. 16 - 2023-12-31 833,900 $39,193,000 -4,116
   Cetera Investment Advisers 56 - 2023-12-31 819,037 $38,192,000 239,659
   Brookstone Capital Management 30 - 2024-03-31 761,015 $38,127,000 207,957
   PRUDENTIAL FINANCIAL INC 298 - 2023-12-31 750,133 $34,979,000 58,126
   FOUNDERS FINANCIAL SECURITIES LLC 2 - 2024-03-31 698,083 $34,974,000 -190,853
   BIP Wealth LLC 6 - 2023-12-31 742,839 $34,639,000 -40,686
   Measured Wealth Private Client Group LLC 1 - 2024-03-31 687,020 $34,420,000 -36,014
   Williams Financial LLC 1 *New 2024-03-31 686,030 $34,370,000 686,030
   CREATIVE FINANCIAL DESIGNS INC /ADV 2 - 2023-12-31 694,121 $32,367,000 57,804
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 15 - 2023-12-31 689,818 $32,166,000 68,116
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 214 - 2023-09-30 779,080 $32,145,000 -10,316
   CI Private Wealth LLC 298 - 2023-12-31 686,127 $31,994,000 -18,548
   Krasney Financial LLC 1 - 2024-03-31 617,450 $30,934,000 9,498
   BALANCED WEALTH GROUP LLC 2 - 2023-12-31 642,534 $29,961,000 0
   Edmonds Duncan Registered Investment Advisors LLC 5 - 2024-03-31 590,520 $29,585,000 4,372
   IHT Wealth Management LLC 12 - 2023-12-31 631,592 $29,451,000 -36,553
   Integrys Wealth Advisors LLC 7 - 2024-03-31 585,273 $29,322,000 -10,377
   MML INVESTORS SERVICES LLC 176 - 2023-12-31 609,868 $28,438,000 168,022
   PFG FINANCIAL ADVISORS 10 - 2024-03-31 555,330 $27,822,000 38,482
   RAYMOND JAMES & ASSOCIATES 611 - 2023-12-31 589,876 $27,506,000 44,161
   BENJAMIN F. EDWARDS & COMPANY INC. 49 - 2023-12-31 588,764 $27,454,000 58,425
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 577,739 $26,940,000 -143,955
   Choice Wealth Advisors LLC 1 - 2024-03-31 528,449 $26,475,000 -21,115
   ERn Financial LLC 3 - 2024-03-31 517,687 $25,936,000 18,681
   NORTHERN TRUST CORP 1432 - 2023-12-31 556,033 $25,928,000 -940
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us