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Get Institutions for : 
Us Treasury 6 Month Bill Etf (XBIL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    20
Total shares held : 
 6,076,280  
% of shares held : 
 67.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 1,517,320  
% of shares held change : 
   16.86%  
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 :
25
 1,122,902
 18.48%
 
Increased Positions :
27
 1,518,473
 24.99%
 
Unchanged Positions :
3
 5,148
 0.08%
 
Decreased Positions :
5
-909,774
-14.97%
 
Closed Positions :
5
-214,281
-3.53%
 
Guru Positions :
1
5,878
 0.1%
 
            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
   LPL FINANCIAL CORP 573 - 2024-03-31 906,695 $45,434,000 -55,820
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2 - 2024-03-31 737,338 $36,948,000 2,391
   Wealthquest Corp 13 - 2024-03-31 528,959 $26,506,000 -15,507
   STIFEL FINANCIAL CORP 543 - 2024-03-31 405,816 $20,335,000 -303,048
   UBS Group AG 1416 - 2024-03-31 271,090 $13,584,000 113,021
   Private Advisor Group LLC 232 - 2024-03-31 227,912 $11,421,000 23,287
   COMMONWEALTH EQUITY SERVICES LLC. 750 - 2024-03-31 215,927 $10,820,000 31,084
   MML INVESTORS SERVICES LLC 466 - 2024-03-31 166,840 $8,360,000 21,926
   ENVESTNET ASSET MANAGEMENT INC 1691 - 2024-03-31 152,202 $7,627,000 142,754
   Inspire Advisors LLC 12 - 2024-03-31 127,163 $6,372,000 4,046
   JANNEY MONTGOMERY SCOTT LLC 700 - 2024-03-31 117,772 $5,902,000 -30,359
   DENVER WEALTH MANAGEMENT INC. 10 - 2024-03-31 108,812 $5,453,000 12,990
   MILESTONE ASSET MANAGEMENT LLC 17 - 2024-03-31 103,801 $5,201,000 -175,741
   BENJAMIN F. EDWARDS & COMPANY INC. 237 - 2024-03-31 82,095 $4,114,000 -21,188
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1230 *New 2024-03-31 69,562 $3,486,000 69,562
   FINANCIAL NETWORK 794 - 2024-03-31 64,648 $3,240,000 38,258
   FLOW TRADERS U.S. LLC 106 - 2024-03-31 64,133 $3,214,000 26,976
   Stratos Wealth Advisors LLC 133 - 2024-03-31 61,842 $3,099,000 313
   Stratos Wealth Partners LTD. 357 - 2024-03-31 55,565 $2,784,000 -24,393
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 107 - 2024-03-31 37,485 $1,871,000 8,035
   BB&T CORP 1307 - 2024-03-31 36,775 $1,843,000 8,074
   Equitable Holdings Inc. 480 - 2024-03-31 34,912 $1,749,000 -9,909
   MULTIFINANCIAL SECURITIES CORP 901 - 2024-03-31 33,080 $1,658,000 24,680
   PROSPERA FINANCIAL SERVICES 353 - 2023-12-31 32,500 $1,624,000 9,100
   IHT Wealth Management LLC 328 - 2024-03-31 29,565 $1,481,000 11,229
   Kraft Davis & Associates LLC 51 - 2024-03-31 26,667 $1,333,000 -12,735
   FIRST HEARTLAND CONSULTANTS INC 155 - 2024-03-31 21,772 $1,091,000 -4,782
   JANE STREET GROUP LLC 3015 - 2024-03-31 20,856 $1,045,000 20,856
   Semmax Financial Advisors Inc. 75 - 2024-03-31 20,283 $1,013,000 7,905
   Spinnaker Investment Group LLC 30 - 2024-03-31 19,556 $980,000 10,685
   MANCHESTER FINANCIAL INC 39 - 2024-03-31 18,407 $922,000 439
   BANK OF NEW YORK MELLON CORP 3250 *New 2024-03-31 15,795 $791,000 15,795
   David Kennon Inc 28 - 2024-03-31 14,972 $750,000 -150,205
   Revolve Wealth Partners LLC 81 *New 2024-03-31 14,452 $724,000 14,452
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1441 *New 2024-03-31 12,825 $643,000 12,825
   GRIES FINANCIAL LLC 154 *New 2024-03-31 12,148 $609,000 12,148
   Comprehensive Portfolio Management LLC 492 - 2024-03-31 11,662 $584,000 4,105
   Wealthcare Advisory Partners LLC 516 - 2024-03-31 10,772 $540,000 4,664
   Ausdal Financial Partners Inc. 265 - 2024-03-31 10,257 $514,000 5,265
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 93 *New 2024-03-31 10,085 $505,000 10,085
   Good Life Advisors LLC 266 *New 2024-03-31 9,144 $458,000 9,144
   BlackDiamond Wealth Management Inc. 80 - 2024-03-31 8,373 $420,000 -1,987
   GREAT VALLEY ADVISOR GROUP INC. 544 *New 2024-03-31 7,881 $395,000 7,881
   DAVIDSON D A & CO 1078 - 2024-03-31 7,548 $378,000 3,098
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 867 *New 2024-03-31 5,878 $295,000 5,878
   CITADEL ADVISORS LLC 4227 *New 2024-03-31 5,763 $289,000 5,763
   Walkner Condon Financial Advisors LLC 234 - 2024-03-31 5,028 $252,000 558
   BCJ Capital Management LLC 333 - 2024-03-31 5,000 $251,000 0
   TNB FINANCIAL 205 - 2024-03-31 5,000 $251,000 0
   WEALTH BUILDERS 180 *New 2024-03-31 4,981 $250,000 4,981
   WELLS FARGO & CO/MN 3793 - 2024-03-31 4,989 $250,000 0
   Alpha Financial Partners LLC 57 - 2024-03-31 4,994 $250,000 -165
   ATTICUS WEALTH MANAGEMENT LLC 111 - 2024-03-31 4,915 $246,000 2,827
   PRIVATE TRUST CO NA 570 - 2024-03-31 4,905 $246,000 4,005
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 98 - 2024-03-31 4,100 $205,000 0
   Trivant Custom Portfolio Group LLC 125 - 2024-03-31 502 $25,000 322
   Newbridge Financial Services Group Inc. 764 - 2024-03-31 200 $10,000 0
   TOWER RESEARCH CAPITAL LLC 4139 *New 2024-03-31 154 $8,000 154
   ALPHAMARK ADVISORS LLC 597 *New 2024-03-31 100 $5,000 100
   NAPA WEALTH MANAGEMENT 46 - 2023-12-31 10,084 $1,000 0
   Lido Advisors LLC 1183 *Closed 2024-03-31 0 $0 -68,339
   Rockefeller Capital Management L.P. 1702 *Closed 2024-03-31 0 $0 -63,669
   MORGAN STANLEY 7159 *Closed 2024-03-31 0 $0 -1
   Penserra Capital Management LLC 1229 *Closed 2024-03-31 0 $0 -148
   Eldridge Investment Advisors Inc. 145 *Closed 2024-03-31 0 $0 -13,057
   H D Vest Advisory Services 1654 *Closed 2024-03-31 0 $0 -10,068
   PITCAIRN CO 724 *Closed 2024-03-31 0 $0 -40,395
   Atlantic Trust Group LLC 2978 *New 2024-03-31 4 $0 4
   Synergy Financial Management LLC 150 *Closed 2024-03-31 0 $0 -42,145
   Prime Capital Investment Advisors LLC 1001 *Closed 2024-03-31 0 $0 -5,000
   Perigon Wealth Management LLC 878 *Closed 2024-03-31 0 $0 -4,250
   PROEQUITIES INC. 7798 - 2024-03-31 0 $0 0
   Benchmark Investment Advisors LLC 219 *Closed 2024-03-31 0 $0 -5,000
   F/M Investments LLC 85 *Closed 2024-03-31 0 $0 -71,039
   Ferguson Shapiro LLC 44 *Closed 2024-03-31 0 $0 -362,409
   Foundations Investment Advisors LLC 744 *Closed 2024-03-31 0 $0 -274,552
   Tactive Advisors LLC 101 *Closed 2023-12-31 0 $0 -9,000
   AE Wealth Management LLC 2003 *Closed 2024-03-31 0 $0 -10,677
  78 Records found
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