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Get Institutions for : 
Us Treasury 2 Year Note Etf (UTWO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    12
Total shares held : 
 3,441,970  
% of shares held : 
 38.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 810,128  
% of shares held change : 
   9%  
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 :
17
 246,470
 7.16%
 
Increased Positions :
18
 755,351
 21.95%
 
Unchanged Positions :
8
 19,892
 0.58%
 
Decreased Positions :
15
-177,739
-5.16%
 
Closed Positions :
5
-13,954
-0.41%
 
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
   Wealthquest Corp 5 - 2023-12-31 881,088 $42,592,000 -6,479
   Boothe Investment Group Inc. 1 - 2023-12-31 578,994 $27,989,000 -7,226
   LPL FINANCIAL CORP 1037 - 2023-12-31 295,532 $14,286,000 32,254
   COMMONWEALTH EQUITY SERVICES LLC. 578 - 2023-12-31 292,090 $14,120,000 287,791
   Kestra Advisory Services LLC 319 - 2023-12-31 166,742 $8,060,000 -2,759
   JANE STREET GROUP LLC 1115 - 2023-12-31 159,463 $7,708,000 125,143
   MORGAN STANLEY 3786 - 2023-12-31 110,679 $5,350,000 72,439
   Stratos Wealth Advisors LLC 86 - 2024-03-31 100,294 $4,823,000 -310
   Empirical Asset Management LLC 1 - 2023-12-31 87,092 $4,210,000 -3,559
   ENVESTNET ASSET MANAGEMENT INC 2086 - 2023-12-31 76,368 $3,692,000 66,063
   NATIONAL ASSET MANAGEMENT, INC. 241 *New 2023-12-31 66,216 $3,201,000 66,216
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1508 - 2023-12-31 61,190 $2,958,000 61,190
   Lido Advisors LLC 318 *New 2023-12-31 58,635 $2,834,000 58,635
   Comprehensive Portfolio Management LLC 158 - 2024-03-31 51,549 $2,479,000 42,736
   Flagship Private Wealth LLC 23 *New 2023-12-31 39,328 $1,901,000 39,328
   ATRIA INVESTMENTS LLC 624 - 2023-12-31 38,803 $1,876,000 3,515
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1001 *New 2024-03-31 35,361 $1,701,000 35,361
   STIFEL FINANCIAL CORP 1788 - 2023-12-31 34,950 $1,689,000 -21,085
   WEALTH BUILDERS 87 - 2023-12-31 30,586 $1,479,000 -2,802
   Goss Wealth Management LLC 775 - 2023-12-31 29,580 $1,430,000 6,632
   J.W. COLE ADVISORS INC. 255 *New 2023-12-31 27,624 $1,335,000 27,624
   UBS Group AG 3209 - 2023-12-31 26,829 $1,297,000 26,758
   Private Advisor Group LLC 1080 - 2023-12-31 21,966 $1,062,000 -104,791
   THOROUGHBRED FINANCIAL SERVICES LLC 237 - 2023-12-31 20,312 $981,000 1,456
   Wealthcare Advisory Partners LLC 423 - 2024-03-31 16,776 $807,000 3,161
   H D Vest Advisory Services 796 *New 2023-12-31 16,528 $799,000 16,528
   F/M Investments LLC 40 - 2024-03-31 11,474 $552,000 -58,644
   BANK OF MONTREAL /CAN/ 2008 - 2023-12-31 10,550 $510,000 0
   Spinnaker Investment Group LLC 54 - 2024-03-31 10,348 $498,000 70
   FINANCIAL NETWORK 1899 - 2023-12-31 10,020 $484,000 1,045
   Equitable Holdings Inc. 848 - 2023-12-31 8,077 $390,000 2,804
   MARINO STRAM & ASSOCIATES LLC 132 - 2024-03-31 6,683 $321,000 1,232
   Financial Guidance Group Inc. - 2023-12-31 6,249 $302,000 -25
   WELLS FARGO & CO/MN 3656 - 2023-12-31 6,231 $301,000 5,231
   Revolve Wealth Partners LLC 140 - 2024-03-31 5,701 $274,000 0
   Vontobel Holding Ltd. 982 - 2023-12-31 5,600 $271,000 100
   MML INVESTORS SERVICES LLC 2129 - 2023-12-31 5,401 $261,000 -2,003
   Alpha Financial Partners LLC 58 - 2023-12-31 5,318 $257,000 -16,859
   Belvedere Trading LLC 69 *New 2023-12-31 5,306 $256,000 5,306
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2840 *New 2024-03-31 5,096 $245,000 5,096
   GRIES FINANCIAL LLC 188 - 2023-12-31 4,895 $237,000 0
   Kovack Advisors Inc. 420 - 2024-03-31 4,541 $218,000 15
   HARBOUR INVESTMENTS INC. 897 - 2023-12-31 3,727 $180,000 -300
   CULLEN FROST BANKERS INC 505 - 2023-12-31 3,500 $169,000 0
   Parallel Advisors LLC 896 - 2023-12-31 3,320 $161,000 -4,024
   Lindbrook Capital LLC 543 - 2024-03-31 2,022 $97,000 22
   BENJAMIN F. EDWARDS & COMPANY INC. 1332 *New 2023-12-31 703 $34,000 703
   FMR LLC 3569 *New 2023-12-31 655 $32,000 655
   West Branch Capital LLC 213 - 2024-03-31 524 $25,000 3
   HANSON MCCLAIN, INC. 2148 - 2024-03-31 183 $9,000 0
   Penserra Capital Management LLC 1093 *New 2023-12-31 153 $7,000 153
   Front Row Advisors LLC 371 - 2023-12-31 100 $5,000 0
   Truvestments Capital LLC 635 *New 2023-12-31 55 $3,000 55
   ADVISORY SERVICES NETWORK, LLC 3199 *New 2023-12-31 53 $3,000 53
   Dynamic Advisors Solutions LLC 934 *Closed 2024-03-31 0 $0 -39,939
   SIMPLEX TRADING LLC 2386 *Closed 2024-03-31 0 $0 -491
   Sigma Planning Corp 999 *Closed 2023-12-31 0 $0 -6,114
   Hartland & Co. LLC 1490 *Closed 2023-12-31 0 $0 -600
   RAYMOND JAMES & ASSOCIATES 3829 *Closed 2024-03-31 0 $0 -31,000
   DHJJ Financial Advisors Ltd. 719 - 2024-03-31 2 $0 0
   PROEQUITIES INC. 6657 - 2023-12-31 0 $0 0
   Advisor Group Holdings Inc. 6982 *Closed 2023-12-31 0 $0 -1,220
   Independent Advisor Alliance 699 *Closed 2023-12-31 0 $0 -6,000
   GRADIENT INVESTMENTS LLC 1632 *Closed 2024-03-31 0 $0 -662
   Stratos Wealth Partners LTD. 1451 *Closed 2024-03-31 0 $0 -13,774
  65 Records found
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