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Get Institutions for : 
Strive 500 Etf (STRV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    19
Total shares held : 
 3,632,030  
% of shares held : 
 40.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 292,448  
% of shares held change : 
   3.25%  
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 :
21
 256,208
 7.05%
 
Increased Positions :
24
 254,406
 7%
 
Unchanged Positions :
15
 893,826
 24.61%
 
Decreased Positions :
12
-205,973
-5.67%
 
Closed Positions :
2
-12,193
-0.34%
 
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
   OxenFree Capital LLC 1 - 2024-03-31 632,491 $21,290,000 41,340
   RAYMOND JAMES & ASSOCIATES 941 - 2024-03-31 431,707 $14,531,000 -35,002
   ROYAL BANK OF CANADA 1533 - 2023-12-31 285,565 $8,730,000 -9,882
   BB&T CORP 707 - 2023-12-31 246,530 $7,536,000 40,586
   UBS Group AG 1645 - 2023-12-31 243,651 $7,448,000 -44,674
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1029 - 2024-03-31 179,645 $6,047,000 28,367
   AE Wealth Management LLC 647 - 2023-12-31 133,777 $4,197,000 3,465
   SECURED RETIREMENT ADVISORS LLC 1 - 2023-12-31 131,360 $4,016,000 0
   ESSEX FINANCIAL SERVICES INC 79 - 2024-03-31 93,430 $3,145,000 39,169
   THRIVENT FINANCIAL FOR LUTHERANS 1031 - 2023-12-31 99,216 $3,033,000 33,022
   COMMONWEALTH EQUITY SERVICES LLC. 1418 - 2023-12-31 96,168 $2,940,000 34
   CREATIVE PLANNING 784 - 2023-12-31 88,885 $2,717,000 -994
   Visionary Wealth Advisors 137 - 2023-12-31 79,458 $2,429,000 35,505
   Holistic Planning LLC 9 - 2023-12-31 77,661 $2,374,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1166 - 2024-03-31 68,687 $2,312,000 12,826
   BANK OF AMERICA CORP /DE/ 3461 - 2023-12-31 70,969 $2,170,000 -5,532
   STIFEL FINANCIAL CORP 1717 - 2023-12-31 61,084 $1,867,000 -24,564
   FINANCIAL MANAGEMENT NETWORK INC 48 - 2024-03-31 49,830 $1,645,000 6,856
   ENVESTNET ASSET MANAGEMENT INC 2607 - 2023-12-31 51,226 $1,566,000 5,334
   S.A. Mason LLC 24 - 2024-03-31 43,365 $1,460,000 2,970
   FINANCIAL NETWORK 1312 - 2023-12-31 35,665 $1,090,000 -300
   Kestra Advisory Services LLC 1124 - 2023-12-31 32,069 $980,000 4,352
   CWM LLC 863 - 2024-03-31 28,506 $960,000 -715
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2892 *New 2023-12-31 30,278 $926,000 30,278
   JANNEY MONTGOMERY SCOTT LLC 1483 - 2023-12-31 29,864 $913,000 -625
   Snowden Capital Advisors LLC 469 - 2023-12-31 28,482 $871,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 70 - 2024-03-31 23,000 $774,000 0
   MML INVESTORS SERVICES LLC 1563 - 2023-12-31 22,752 $696,000 8,465
   Belpointe Asset Management LLC 287 *New 2023-12-31 22,708 $694,000 22,708
   Fairman Group LLC 19 - 2023-12-31 21,962 $671,000 0
   GTS SECURITIES LLC 777 - 2023-12-31 21,962 $671,000 21,962
   LPL FINANCIAL CORP 3387 *New 2023-12-31 21,320 $652,000 21,320
   Feltz Wealth PLAN Inc. 194 - 2023-12-31 19,951 $610,000 4,619
   Everhart Financial Group Inc. 95 - 2023-12-31 19,717 $603,000 -198
   Advisor Group Holdings Inc. 2989 - 2023-12-31 19,608 $599,000 -27,182
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV *New 2023-12-31 19,323 $591,000 19,323
   GIBSON CAPITAL MANAGEMENT, LTD. 31 - 2024-03-31 15,625 $526,000 0
   Chicago Partners Investment Group LLC 433 - 2024-03-31 15,816 $514,000 4,319
   Future Financial Wealth Managment LLC 58 - 2024-03-31 14,778 $497,000 -1,665
   PNC FINANCIAL SERVICES GROUP INC 1698 - 2023-12-31 12,100 $370,000 0
   Parallel Advisors LLC 613 *New 2023-12-31 10,850 $332,000 10,850
   1776 WEALTH LLC 98 *New 2023-12-31 10,858 $332,000 10,858
   Atlantic Trust Group LLC 908 - 2023-12-31 10,413 $318,000 0
   Goss Wealth Management LLC 1510 - 2023-12-31 10,145 $317,000 456
   N.E.W. Advisory Services LLC 136 - 2024-03-31 9,008 $303,000 0
   PDS Planning Inc 234 - 2023-12-31 9,701 $297,000 -913
   CLIENT 1ST ADVISORY GROUP LLC 79 - 2023-12-31 9,622 $294,000 0
   Cetera Investment Advisers 1879 *New 2023-12-31 8,292 $253,000 8,292
   Beacon Pointe Advisors LLC 1120 *New 2023-12-31 7,858 $240,000 7,858
   MARINER WEALTH ADVISORS, LLC 2549 *New 2023-12-31 7,678 $235,000 7,678
   PACIFIC CAPITAL WEALTH ADVISORS INC 61 *New 2023-12-31 7,027 $215,000 7,027
   Hardy Reed LLC *New 2023-12-31 7,000 $214,000 7,000
   Steward Partners Investment Advisory LLC 1483 - 2023-12-31 5,007 $153,000 101
   Coastal Investment Advisors Inc. 439 *New 2024-03-31 4,380 $147,000 4,380
   HANSON MCCLAIN, INC. 919 - 2024-03-31 3,898 $131,000 11
   MCF Advisors LLC 271 - 2024-03-31 3,848 $130,000 -94
   COLONIAL ASSET MANAGEMENT, INC. 215 *New 2023-12-31 4,199 $128,000 4,199
   BESSEMER GROUP INC 1162 - 2023-12-31 4,118 $126,000 0
   SIGNATUREFD, LLC 1001 - 2023-12-31 4,002 $122,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1934 *New 2023-12-31 2,100 $64,000 2,100
   Coastal Capital Group Inc. 198 - 2023-06-30 2,126 $60,000 0
   McIlrath & Eck LLC 258 - 2023-12-31 1,626 $50,000 -137
   HARBOUR INVESTMENTS INC. 1516 - 2023-12-31 1,392 $43,000 370
   JNBA FINANCIAL ADVISORS 311 - 2024-03-31 1,235 $42,000 840
   Cassady Schiller Wealth Management LLC 214 - 2023-12-31 1,384 $42,000 300
   NBC SECURITIES INC. 1343 - 2024-03-31 821 $27,000 50
   PARKSIDE FINANCIAL BANK & TRUST 1019 *New 2023-12-31 550 $17,000 550
   Hartland & Co. LLC 990 - 2023-12-31 459 $14,000 0
   Global Retirement Partners LLC 2169 *New 2024-03-31 247 $8,000 247
   IFP Advisors Inc 2329 - 2023-12-31 200 $6,000 -90,972
   ARMSTRONG ADVISORY GROUP INC 641 - 2024-03-31 156 $5,000 0
   SRS Capital Advisors Inc. 1034 - 2023-12-31 63 $2,000 0
   Rockbridge Investment Management LCC 566 *New 2023-12-31 50 $2,000 50
   Farther Finance Advisors LLC 3060 *New 2023-12-31 9 $0 9
   PROEQUITIES INC. 5624 - 2023-12-31 0 $0 0
   ALPHAMARK ADVISORS LLC 761 *Closed 2024-03-31 0 $0 -1,000
   MORGAN STANLEY 7604 - 2023-12-31 1 $0 1
   GOLDMAN SACHS GROUP INC/ 4866 *Closed 2023-12-31 0 $0 -12,061
  78 Records found
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