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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 :
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
   LPL FINANCIAL CORP 511 - 2023-12-31 962,515 $48,097,000 594,136
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5 - 2023-12-31 734,947 $36,725,000 124,333
   STIFEL FINANCIAL CORP 355 - 2023-12-31 708,864 $35,422,000 78,526
   Wealthquest Corp 12 - 2023-12-31 544,466 $27,207,000 5,992
   Foundations Investment Advisors LLC 57 *New 2023-12-31 274,552 $13,717,000 274,552
   Private Advisor Group LLC - 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
   David Kennon Inc - 2023-12-31 165,177 $8,254,000 148,526
   UBS Group AG 1604 *New 2023-12-31 158,069 $7,899,000 158,069
   MML INVESTORS SERVICES LLC 473 - 2023-12-31 144,914 $7,241,000 -19,690
   Inspire Advisors LLC 13 - 2023-12-31 123,117 $6,152,000 67,973
   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
   Lido Advisors LLC 292 - 2023-12-31 68,339 $3,415,000 29,753
   Rockefeller Capital Management L.P. 765 *New 2023-12-31 63,669 $3,182,000 63,669
   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
   Equitable Holdings Inc. 383 *New 2023-12-31 44,821 $2,240,000 44,821
   PITCAIRN CO 127 *New 2023-12-31 40,395 $2,019,000 40,395
   Kraft Davis & Associates LLC 38 *New 2023-12-31 39,402 $1,975,000 39,402
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 107 - 2024-03-31 37,485 $1,871,000 8,035
   FLOW TRADERS U.S. LLC 226 *New 2023-12-31 37,157 $1,857,000 37,157
   PROSPERA FINANCIAL SERVICES 353 - 2023-12-31 32,500 $1,624,000 9,100
   BB&T CORP 1401 - 2023-12-31 28,701 $1,434,000 3,664
   FIRST HEARTLAND CONSULTANTS INC 123 - 2023-12-31 26,554 $1,327,000 5,537
   FINANCIAL NETWORK 1199 *New 2023-12-31 26,390 $1,319,000 26,390
   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
   IHT Wealth Management LLC 412 *New 2023-12-31 18,336 $916,000 18,336
   BANK OF NEW YORK MELLON CORP 3250 *New 2024-03-31 15,795 $791,000 15,795
   Revolve Wealth Partners LLC 81 *New 2024-03-31 14,452 $724,000 14,452
   Eldridge Investment Advisors Inc. 93 *New 2023-12-31 13,057 $652,000 13,057
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1441 *New 2024-03-31 12,825 $643,000 12,825
   Semmax Financial Advisors Inc. 86 - 2023-12-31 12,378 $619,000 1,858
   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
   AE Wealth Management LLC 1383 - 2023-12-31 10,677 $535,000 2,091
   BlackDiamond Wealth Management Inc. 61 - 2023-12-31 10,360 $518,000 -1,868
   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
   H D Vest Advisory Services 971 - 2023-12-31 10,068 $503,000 2,488
   ENVESTNET ASSET MANAGEMENT INC 3341 - 2023-12-31 9,448 $472,000 1,916
   Good Life Advisors LLC *New 2024-03-31 9,144 $458,000 9,144
   MULTIFINANCIAL SECURITIES CORP 1220 - 2023-12-31 8,400 $420,000 999
   Alpha Financial Partners LLC 55 - 2023-12-31 5,159 $258,000 -12,299
   Walkner Condon Financial Advisors LLC 234 - 2024-03-31 5,028 $252,000 558
   TNB FINANCIAL 205 - 2024-03-31 5,000 $251,000 0
   WEALTH BUILDERS 180 *New 2024-03-31 4,981 $250,000 4,981
   Benchmark Investment Advisors LLC 271 *New 2023-12-31 5,000 $250,000 5,000
   BCJ Capital Management LLC 261 - 2023-12-31 5,000 $250,000 0
   Prime Capital Investment Advisors LLC *New 2023-12-31 5,000 $250,000 5,000
   WELLS FARGO & CO/MN 3763 *New 2023-12-31 4,989 $249,000 4,989
   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
   DAVIDSON D A & CO 1210 *New 2023-12-31 4,450 $222,000 4,450
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 97 *New 2023-12-31 4,100 $206,000 4,100
   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
   Penserra Capital Management LLC 1094 - 2023-12-31 148 $7,000 0
   ALPHAMARK ADVISORS LLC 597 *New 2024-03-31 100 $5,000 100
   NAPA WEALTH MANAGEMENT 46 - 2023-12-31 10,084 $1,000 0
   MORGAN STANLEY 7100 *New 2023-12-31 1 $0 1
   JANE STREET GROUP LLC 5417 *Closed 2023-12-31 0 $0 -184,379
   Synergy Financial Management LLC 150 *Closed 2024-03-31 0 $0 -42,145
   Perigon Wealth Management LLC *Closed 2024-03-31 0 $0 -4,250
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   J P MORGAN CHASE & CO 6214 *Closed 2023-12-31 0 $0 -25
   Prosperity Wealth Management Inc. 141 *Closed 2023-12-31 0 $0 -20,876
   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
   FMR LLC 5486 *Closed 2023-12-31 0 $0 -1
   Tactive Advisors LLC 101 *Closed 2023-12-31 0 $0 -9,000
  74 Records found
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