Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Us Multifactor Etf (VFMF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    4
Total shares held : 
 1,036,528  
% of shares held : 
 12.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 113,647  
% of shares held change : 
   1.38%  
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 :
6
 20,880
 2.01%
 
Increased Positions :
16
 121,947
 11.76%
 
Unchanged Positions :
14
 31,919
 3.08%
 
Decreased Positions :
14
-25,849
-2.49%
 
Closed Positions :
2
-3,331
-0.32%
 
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
   ANDERSON HOAGLAND & CO 3 - 2024-03-31 317,395 $38,983,000 4,041
   ENVESTNET ASSET MANAGEMENT INC 843 - 2024-03-31 261,827 $33,223,000 -4,934
   OPUS CAPITAL GROUP LLC 18 - 2024-03-31 96,845 $12,289,000 -5,933
   Beacon Harbor Wealth Advisors Inc. 5 *New 2024-03-31 83,789 $10,632,000 83,789
   UMB BANK N A/MO 131 - 2024-03-31 61,486 $7,802,000 -793
   COMMONWEALTH EQUITY SERVICES LLC. 1157 - 2024-03-31 39,697 $5,037,000 1,408
   LPL FINANCIAL CORP 1836 - 2024-03-31 36,618 $4,646,000 -627
   Geneos Wealth Management Inc. 179 - 2024-03-31 24,753 $3,141,000 -2,408
   Absolute Capital Management LLC 15 - 2024-03-31 23,656 $3,002,000 -191
   Baron Silver Stevens Financial Advisors LLC 34 - 2024-03-31 16,468 $2,090,000 917
   Walkner Condon Financial Advisors LLC 62 - 2024-03-31 14,742 $1,871,000 3,382
   BANK OF NEW YORK MELLON CORP 2896 - 2024-03-31 12,362 $1,569,000 -1,558
   ROYAL BANK OF CANADA 2765 - 2024-03-31 10,682 $1,355,000 2,345
   MERCER GLOBAL ADVISORS INC /ADV 880 - 2024-03-31 9,707 $1,232,000 -247
   FIRST MANHATTAN CO 364 - 2024-03-31 8,418 $1,068,000 -261
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2014 - 2024-03-31 8,269 $1,049,000 2,965
   Cedar Point Capital Partners LLC 25 - 2023-12-31 9,088 $1,044,000 0
   Seed Wealth Management Inc. 31 - 2024-03-31 7,950 $1,007,000 0
   STIFEL FINANCIAL CORP 2189 - 2024-03-31 7,655 $971,000 37
   RAYMOND JAMES & ASSOCIATES 2592 *New 2024-03-31 7,619 $967,000 7,619
   Onyx Bridge Wealth Group LLC 98 - 2024-03-31 7,672 $937,000 133
   MML INVESTORS SERVICES LLC 1645 - 2024-03-31 5,160 $655,000 325
   Envestnet Portfolio Solutions Inc. 1022 - 2024-03-31 4,933 $626,000 -26
   UMA Financial Services Inc. 88 - 2024-03-31 4,373 $524,000 -10
   UBS Group AG 4114 - 2024-03-31 3,780 $480,000 234
   Claraphi Advisory Network LLC 136 - 2022-12-31 4,776 $472,000 4,776
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3508 - 2024-03-31 3,657 $464,000 -3,350
   GREAT VALLEY ADVISOR GROUP INC. 513 - 2024-03-31 3,612 $458,000 0
   Advisor Group Holdings Inc. 3015 - 2024-03-31 3,524 $447,000 3,000
   Buckingham Strategic Partners 443 *New 2024-03-31 2,606 $331,000 2,606
   Cassia Capital Partners LLC 56 - 2024-03-31 2,520 $320,000 241
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 551 - 2024-03-31 2,500 $317,000 0
   Cedar Brook Financial Partners LLC 313 *New 2024-03-31 2,367 $300,000 2,367
   OLD MISSION CAPITAL LLC 697 *New 2024-03-31 2,227 $283,000 2,227
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2760 *New 2024-03-31 2,144 $272,000 2,144
   JANE STREET GROUP LLC 4474 - 2024-03-31 2,079 $264,000 -90
   INSIGNEO ADVISORY SERVICES LLC 419 - 2024-03-31 2,020 $256,000 -174
   Cherry Tree Wealth Management LLC 142 - 2024-03-31 2,002 $254,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2006 - 2024-03-31 2,005 $254,000 -1,003
   MODERA WEALTH MANAGEMENT, LLC 512 - 2024-03-31 1,955 $248,000 1,955
   Goss Wealth Management LLC 1778 - 2024-03-31 1,751 $222,000 -574
   Pensionmark Financial Group LLC 363 *New 2024-03-31 1,716 $218,000 1,716
   Dynamic Advisors Solutions LLC 849 *New 2024-03-31 1,659 $211,000 1,659
   COLONIAL ASSET MANAGEMENT, INC. 185 - 2024-03-31 1,621 $206,000 5
   FTB Advisors Inc. 549 - 2024-03-31 1,331 $169,000 0
   CENTAURUS FINANCIAL INC. 667 *New 2024-03-31 1,226 $156,000 1,226
   PRINCIPAL SECURITIES INC. 1161 - 2024-03-31 1,058 $134,000 126
   PARKSIDE FINANCIAL BANK & TRUST 464 - 2024-03-31 972 $123,000 0
   St. James Investment Advisors LLC 62 - 2022-12-31 830 $82,000 630
   PRIVATE TRUST CO NA 1020 - 2024-03-31 500 $63,000 0
   Capital Advisors Ltd. LLC 454 - 2024-03-31 351 $45,000 0
   COMERICA BANK 2933 *New 2024-03-31 210 $27,000 210
   Steward Partners Investment Advisory LLC 2380 - 2024-03-31 215 $27,000 0
   McIlrath & Eck LLC 394 - 2024-03-31 201 $26,000 0
   Pacific Center for Financial Services 225 - 2023-12-31 194 $22,000 0
   IFP Advisors Inc 1988 - 2023-12-31 129 $15,000 0
   JNBA FINANCIAL ADVISORS 438 *New 2024-03-31 100 $13,000 100
   NATIONAL BANK OF CANADA /FI/ 1927 - 2024-03-31 102 $13,000 68
   Glass Jacobson Investment Advisors llc 569 *New 2024-03-31 66 $8,000 66
   MORGAN STANLEY 6577 - 2024-03-31 50 $6,000 -1
   HARBOUR INVESTMENTS INC. 2377 - 2023-12-31 42 $5,000 0
   FMR LLC 4850 *Closed 2024-03-31 0 $0 -20
   WELLS FARGO & CO/MN 5887 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 8943 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6558 *Closed 2024-03-31 0 $0 -4,292
   FINANCIAL NETWORK 2896 *Closed 2024-03-31 0 $0 -3,484
  66 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