Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Trimtabs All Cap Us Free Cash Flow Etf (TTAC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    0
Total shares held : 
6,750,216  
% of shares held : 
75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
2,375,921  
% of shares held change : 
  26.4%  
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 :
1
 50,025
 0.74%
 
Increased Positions :
7
 2,369,644
 35.1%
 
Unchanged Positions :
8
 2,319,139
 34.36%
 
Decreased Positions :
25
-37,377
-0.55%
 
Closed Positions :
1
-6,371
-0.09%
 
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
   J P MORGAN CHASE & CO 708 - 2023-12-31 2,341,313 $132,563,000 2,340,111
   Quotient Wealth Partners LLC 7 - 2023-12-31 2,295,398 $129,963,000 0
   ENVESTNET ASSET MANAGEMENT INC 513 - 2023-12-31 1,159,111 $65,628,000 -4,029
   MARINER WEALTH ADVISORS, LLC 437 - 2023-12-31 199,229 $11,280,000 -6,047
   MML INVESTORS SERVICES LLC 438 - 2023-12-31 143,533 $8,127,000 -9,643
   W. E. Donoghue & Co. LLC 8 - 2023-12-31 86,953 $4,923,000 12,105
   Cyndeo Wealth Partners LLC 81 - 2024-03-31 75,972 $4,615,000 25,947
   PROEQUITIES INC. 69 - 2023-12-31 80,620 $4,565,000 -1,616
   Signify Wealth 9 - 2024-03-31 52,370 $3,181,000 6,279
   LPL FINANCIAL CORP 2082 - 2023-12-31 51,049 $2,890,000 -1,926
   Platform Technology Partners 44 - 2023-12-31 28,163 $1,674,000 756
   SMART PORTFOLIOS, LLC 14 - 2023-12-31 26,821 $1,594,000 -111
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1869 - 2024-03-31 22,095 $1,342,000 274
   Santori & Peters Inc. 23 - 2024-03-31 20,878 $1,268,000 -474
   Smart Money Group LLC 34 - 2023-12-31 19,947 $1,129,000 -17
   Advisor Group Holdings Inc. 2519 - 2023-12-31 17,284 $979,000 -5,280
   ROYAL BANK OF CANADA 3178 - 2023-12-31 15,715 $889,000 -416
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1825 - 2024-03-31 14,071 $855,000 -3,506
   Envestnet Portfolio Solutions Inc. 844 - 2023-12-31 14,725 $834,000 -635
   SeaCrest Wealth Management LLC 238 - 2024-03-31 11,675 $709,000 -210
   Geneos Wealth Management Inc. - 2023-12-31 11,762 $666,000 -1,514
   Atria Wealth Solutions Inc. 1121 - 2023-12-31 10,232 $579,000 -1,024
   MBL Wealth LLC 123 - 2024-03-31 9,125 $554,000 -150
   Wellington Wealth Strategies LLC. 43 - 2023-12-31 9,550 $541,000 0
   Tradition Wealth Management LLC 183 - 2023-12-31 9,192 $520,000 -200
   BRYN MAWR TRUST CO/PA 244 - 2023-09-30 9,745 $499,000 0
   Steward Partners Investment Advisory LLC 1014 - 2023-12-31 8,487 $481,000 -341
   CREATIVE FINANCIAL DESIGNS INC /ADV 249 - 2023-12-31 8,497 $481,000 -470
   STIFEL FINANCIAL CORP 2621 - 2023-12-31 7,798 $442,000 -502
   LEVEL FOUR ADVISORY SERVICES LLC 548 - 2023-12-31 6,500 $368,000 -949
   Madrona Financial Services LLC 60 - 2024-03-31 5,678 $345,000 253
   Kestra Advisory Services LLC 1772 - 2023-12-31 5,790 $328,000 -125
   Resonant Capital Advisors LLC 226 - 2023-12-31 5,544 $314,000 0
   Global Retirement Partners LLC 667 - 2024-03-31 4,677 $284,000 -1,026
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4835 - 2023-12-31 3,682 $208,000 -293
   MORGAN STANLEY 5799 - 2023-12-31 1,500 $85,000 -231
   Ahrens Investment Partners LLC 290 *New 2023-03-31 1,261 $62,000 1,261
   FTB Advisors Inc. 926 - 2024-03-31 854 $52,000 -73
   UBS Group AG 5701 - 2023-12-31 402 $23,000 -1,042
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2440 - 2023-12-31 263 $15,000 0
   NBC SECURITIES INC. 1550 - 2024-03-31 240 $14,000 0
   PRINCIPAL SECURITIES INC. 2089 - 2023-12-31 221 $13,000 0
   SRS Capital Advisors Inc. 776 - 2023-12-31 163 $9,000 0
   Creekmur Asset Management LLC - 2023-12-31 32 $2,000 0
   WELLS FARGO & CO/MN 5822 - 2023-12-31 1 $0 1
   GTS SECURITIES LLC 1730 *Closed 2023-12-31 0 $0 -6,371

  46 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results