IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Claymore Exchange TRD FD TR

Q1 2018 vs Q2 2018

Comparing institutional holders between quarters

Quarters

Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harborview Advisors, LLC
INCREASED
Shares41,874 from 39,993
Change+1,881 (+5%)
Value$783 (+$23)
Filed 2018-08-03
Ladenburg Thalmann Financial Services Inc
UNCHANGED
Shares7,867 from 7,867
Change0 (0%)
Value$150 ($0)
Filed 2018-08-15
Morgan Stanley
CLOSED
Shares0 from 375,153
Change-375,153 (-100%)
Value$0 (-$7.1K)
Filed 2019-04-23
First Command Financial Services, Inc.
CLOSED
Shares0 from 219,429
Change-219,429 (-100%)
Value$0 (-$4.2K)
Filed 2018-07-24
First Command Bank
CLOSED
Shares0 from 219,429
Change-219,429 (-100%)
Value$0 (-$4.2M)
Filed 2018-07-20
Wells Fargo & Company
CLOSED
Shares0 from 178,190
Change-178,190 (-100%)
Value$0 (-$3.4K)
Filed 2018-08-01
Janney Montgomery Scott LLC
CLOSED
Shares0 from 165,512
Change-165,512 (-100%)
Value$0 (-$3.1K)
Filed 2018-07-24
Susquehanna International Group, LLP
CLOSED
Shares0 from 143,464
Change-143,464 (-100%)
Value$0 (-$2.7K)
Filed 2018-08-14
Jane Street Group, LLC
CLOSED
Shares0 from 132,569
Change-132,569 (-100%)
Value$0 (-$2.5K)
Filed 2018-08-15
Bank of America Corp
CLOSED
Shares0 from 120,515
Change-120,515 (-100%)
Value$0 (-$2.3K)
Filed 2018-08-14
UBS Group AG
CLOSED
Shares0 from 68,976
Change-68,976 (-100%)
Value$0 (-$1.3K)
Filed 2018-08-14
Boston Advisors LLC
CLOSED
Shares0 from 29,932
Change-29,932 (-100%)
Value$0 (-$569)
Filed 2018-07-18
Royal Bank of Canada
CLOSED
Shares0 from 29,734
Change-29,734 (-100%)
Value$0 (-$565)
Filed 2018-08-14
Northwest Investment Counselors, LLC
CLOSED
Shares0 from 23,560
Change-23,560 (-100%)
Value$0 (-$448)
Filed 2018-07-25
LifePlan Financial Group, Inc
CLOSED
Shares0 from 5,174
Change-5,174 (-100%)
Value$0 (-$98)
Filed 2018-07-25
American Portfolios Advisors
CLOSED
Shares0 from 1,305
Change-1,305 (-100%)
Value$0 (-$24.8K)
Filed 2023-03-24
Assetmark, Inc
CLOSED
Shares0 from 1,118
Change-1,118 (-100%)
Value$0 (-$21)
Filed 2018-08-01
Ballew Advisors, Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$19)
Filed 2018-07-30
Global Retirement Partners, LLC
CLOSED
Shares0 from 685
Change-685 (-100%)
Value$0 (-$13)
Filed 2018-08-13
Advisor Group, Inc.
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$12)
Filed 2018-08-13
Sound Income Strategies, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 ($0)
Filed 2018-08-14
Status
Harborview Advisors, LLC
INCREASED41,87439,993+1,881+5%$760$783+$232018-08-03
Ladenburg Thalmann Financial Services Inc
UNCHANGED7,8677,86700%$150$150$02018-08-15
Morgan Stanley
CLOSED0375,153-375,153-100%$7.1K$0-$7.1K2019-04-23
First Command Financial Services, Inc.
CLOSED0219,429-219,429-100%$4.2K$0-$4.2K2018-07-24
First Command Bank
CLOSED0219,429-219,429-100%$4.2M$0-$4.2M2018-07-20
Wells Fargo & Company
CLOSED0178,190-178,190-100%$3.4K$0-$3.4K2018-08-01
Janney Montgomery Scott LLC
CLOSED0165,512-165,512-100%$3.1K$0-$3.1K2018-07-24
Susquehanna International Group, LLP
CLOSED0143,464-143,464-100%$2.7K$0-$2.7K2018-08-14
Jane Street Group, LLC
CLOSED0132,569-132,569-100%$2.5K$0-$2.5K2018-08-15
Bank of America Corp
CLOSED0120,515-120,515-100%$2.3K$0-$2.3K2018-08-14
UBS Group AG
CLOSED068,976-68,976-100%$1.3K$0-$1.3K2018-08-14
Boston Advisors LLC
CLOSED029,932-29,932-100%$569$0-$5692018-07-18
Royal Bank of Canada
CLOSED029,734-29,734-100%$565$0-$5652018-08-14
Northwest Investment Counselors, LLC
CLOSED023,560-23,560-100%$448$0-$4482018-07-25
LifePlan Financial Group, Inc
CLOSED05,174-5,174-100%$98$0-$982018-07-25
American Portfolios Advisors
CLOSED01,305-1,305-100%$24.8K$0-$24.8K2023-03-24
Assetmark, Inc
CLOSED01,118-1,118-100%$21$0-$212018-08-01
Ballew Advisors, Inc
CLOSED01,000-1,000-100%$19$0-$192018-07-30
Global Retirement Partners, LLC
CLOSED0685-685-100%$13$0-$132018-08-13
Advisor Group, Inc.
CLOSED0625-625-100%$12$0-$122018-08-13
Sound Income Strategies, LLC
CLOSED015-15-100%$0$0$02018-08-14
Showing 21 of 21 institutions