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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
   ROYAL BANK OF CANADA 1384 - 2024-03-31 358,692 $12,074,000 73,127
   UBS Group AG 1617 - 2024-03-31 292,214 $9,836,000 48,563
   BB&T CORP 663 - 2024-03-31 263,420 $8,867,000 16,890
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1029 - 2024-03-31 179,645 $6,047,000 28,367
   SECURED RETIREMENT ADVISORS LLC 1 - 2024-03-31 131,887 $4,439,000 527
   COMMONWEALTH EQUITY SERVICES LLC. 1434 - 2024-03-31 96,427 $3,246,000 259
   Visionary Wealth Advisors 119 - 2024-03-31 94,273 $3,173,000 14,815
   ESSEX FINANCIAL SERVICES INC 79 - 2024-03-31 93,430 $3,145,000 39,169
   JANNEY MONTGOMERY SCOTT LLC 944 - 2024-03-31 92,386 $3,110,000 62,522
   BANK OF AMERICA CORP /DE/ 3476 - 2024-03-31 74,418 $2,505,000 3,449
   LPL FINANCIAL CORP 2338 - 2024-03-31 72,455 $2,439,000 51,135
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1166 - 2024-03-31 68,687 $2,312,000 12,826
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1797 - 2024-03-31 57,412 $1,932,000 27,134
   ENVESTNET ASSET MANAGEMENT INC 2627 - 2024-03-31 53,439 $1,799,000 2,213
   FINANCIAL MANAGEMENT NETWORK INC 48 - 2024-03-31 49,830 $1,645,000 6,856
   Kestra Advisory Services LLC 968 - 2024-03-31 48,855 $1,644,000 16,786
   S.A. Mason LLC 24 - 2024-03-31 43,365 $1,460,000 2,970
   Advisor Group Holdings Inc. 2159 - 2024-03-31 35,689 $1,201,000 16,081
   Feltz Wealth PLAN Inc. 157 - 2024-03-31 25,040 $843,000 5,089
   Belpointe Asset Management LLC 325 - 2024-03-31 23,947 $806,000 1,239
   MML INVESTORS SERVICES LLC 1544 - 2024-03-31 23,228 $782,000 476
   Fairman Group LLC 20 - 2024-03-31 22,027 $741,000 65
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 51 - 2024-03-31 19,483 $656,000 160
   Chicago Partners Investment Group LLC 433 - 2024-03-31 15,816 $514,000 4,319
   Goss Wealth Management LLC 1554 - 2024-03-31 10,167 $342,000 22
   PDS Planning Inc 236 - 2024-03-31 9,729 $327,000 28
   Cetera Investment Advisers 1409 - 2024-03-31 9,678 $326,000 1,386
   HANSON MCCLAIN, INC. 919 - 2024-03-31 3,898 $131,000 11
   MORGAN STANLEY 5836 - 2024-03-31 2,525 $85,000 2,524
   HARBOUR INVESTMENTS INC. 1516 - 2023-12-31 1,392 $43,000 370
   JNBA FINANCIAL ADVISORS 311 - 2024-03-31 1,235 $42,000 840
   NBC SECURITIES INC. 1343 - 2024-03-31 821 $27,000 50

  33 Records found
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