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Claymore Exchange TRD FD TR

Q3 2016 vs Q4 2016

Comparing institutional holders between quarters

Quarters

Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ledyard National Bank
DECREASED
Shares17,000 from 17,200
Change-200 (-1%)
Value$439 (-$5)
Filed 2017-02-02
Parasol Investment Management, LLC
DECREASED
Shares10,055 from 10,335
Change-280 (-3%)
Value$259 (-$8)
Filed 2017-02-07
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 1,000,789
Change-1,000,789 (-100%)
Value$0 (-$25.8K)
Filed 2017-02-15
Envestnet Asset Management Inc
CLOSED
Shares0 from 842,396
Change-842,396 (-100%)
Value$0 (-$21.7K)
Filed 2017-02-14
SG Americas Securities, LLC
CLOSED
Shares0 from 345,826
Change-345,826 (-100%)
Value$0 (-$8.9K)
Filed 2017-02-08
Wells Fargo & Company
CLOSED
Shares0 from 274,060
Change-274,060 (-100%)
Value$0 (-$7.1K)
Filed 2017-02-01
Morgan Stanley
CLOSED
Shares0 from 254,211
Change-254,211 (-100%)
Value$0 (-$6.6K)
Filed 2017-02-22
Motley Fool Wealth Management, LLC
CLOSED
Shares0 from 245,318
Change-245,318 (-100%)
Value$0 (-$6.3K)
Filed 2017-02-02
Summit Asset Management, LLC
CLOSED
Shares0 from 214,305
Change-214,305 (-100%)
Value$0 (-$5.5K)
Filed 2017-02-06
Bank of America Corp
CLOSED
Shares0 from 209,849
Change-209,849 (-100%)
Value$0 (-$5.4K)
Filed 2017-02-14
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 184,646
Change-184,646 (-100%)
Value$0 (-$4.8K)
Filed 2017-02-09
Telemus Capital, LLC
CLOSED
Shares0 from 179,358
Change-179,358 (-100%)
Value$0 (-$4.6K)
Filed 2017-01-24
Bluefin Trading, LLC
CLOSED
Shares0 from 150,951
Change-150,951 (-100%)
Value$0 (-$3.9K)
Filed 2017-02-14
Wolverine Trading, LLC
CLOSED
Shares0 from 134,173
Change-134,173 (-100%)
Value$0 (-$3.5K)
Filed 2017-02-14
Courier Capital LLC
CLOSED
Shares0 from 116,688
Change-116,688 (-100%)
Value$0 (-$3.0K)
Filed 2017-01-31
LPL Financial LLC
CLOSED
Shares0 from 110,186
Change-110,186 (-100%)
Value$0 (-$2.8K)
Filed 2017-02-13
UBS Group AG
CLOSED
Shares0 from 109,297
Change-109,297 (-100%)
Value$0 (-$2.8K)
Filed 2017-02-14
Prospera Financial Services Inc
CLOSED
Shares0 from 105,671
Change-105,671 (-100%)
Value$0 (-$2.7K)
Filed 2017-01-11
D.A. Davidson & Co.
CLOSED
Shares0 from 83,892
Change-83,892 (-100%)
Value$0 (-$2.2K)
Filed 2017-02-15
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 80,962
Change-80,962 (-100%)
Value$0 (-$2.1K)
Filed 2017-01-31
Freedom Investment Management, Inc.
CLOSED
Shares0 from 75,269
Change-75,269 (-100%)
Value$0 (-$1.9K)
Filed 2017-01-05
Ameriprise Financial Inc
CLOSED
Shares0 from 70,562
Change-70,562 (-100%)
Value$0 (-$1.8K)
Filed 2017-02-03
KCG Holdings, Inc.
CLOSED
Shares0 from 61,370
Change-61,370 (-100%)
Value$0 (-$1.6K)
Filed 2017-02-10
Wealthsource Partners, LLC
CLOSED
Shares0 from 50,100
Change-50,100 (-100%)
Value$0 (-$1.3K)
Filed 2017-02-17
Ironwood Financial, llc
CLOSED
Shares0 from 49,068
Change-49,068 (-100%)
Value$0 (-$1.3K)
Filed 2017-01-26
Sigma Planning Corp
CLOSED
Shares0 from 48,489
Change-48,489 (-100%)
Value$0 (-$1.3K)
Filed 2017-01-23
Confluence Wealth Management LLC
CLOSED
Shares0 from 46,773
Change-46,773 (-100%)
Value$0 (-$1.2K)
Filed 2017-02-06
Gradient Investments LLC
CLOSED
Shares0 from 43,803
Change-43,803 (-100%)
Value$0 (-$1.1K)
Filed 2017-01-17
Susquehanna International Group, LLP
CLOSED
Shares0 from 43,389
Change-43,389 (-100%)
Value$0 (-$1.1K)
Filed 2017-02-14
Guggenheim Capital LLC
CLOSED
Shares0 from 42,727
Change-42,727 (-100%)
Value$0 (-$1.1K)
Filed 2017-02-14
Royal Bank of Canada
CLOSED
Shares0 from 42,426
Change-42,426 (-100%)
Value$0 (-$1.1K)
Filed 2017-02-14
Citadel Advisors LLC
CLOSED
Shares0 from 39,278
Change-39,278 (-100%)
Value$0 (-$1.0K)
Filed 2017-02-10
SII Investments Inc
CLOSED
Shares0 from 39,213
Change-39,213 (-100%)
Value$0 (-$1.0K)
Filed 2017-02-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 37,795
Change-37,795 (-100%)
Value$0 (-$975)
Filed 2017-02-08
Whitegate Investment Counselors, Inc.
CLOSED
Shares0 from 37,400
Change-37,400 (-100%)
Value$0 (-$965)
Filed 2017-02-09
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 36,820
Change-36,820 (-100%)
Value$0 (-$950)
Filed 2017-02-13
Sargent Bickham Lagudis LLC
CLOSED
Shares0 from 35,490
Change-35,490 (-100%)
Value$0 (-$916)
Filed 2021-09-13
Hengehold Capital Management LLC
CLOSED
Shares0 from 31,960
Change-31,960 (-100%)
Value$0 (-$825)
Filed 2017-01-18
HighTower Advisors, LLC
CLOSED
Shares0 from 31,375
Change-31,375 (-100%)
Value$0 (-$808)
Filed 2017-02-10
Commonwealth Equity Services, Inc
CLOSED
Shares0 from 28,888
Change-28,888 (-100%)
Value$0 (-$746)
Filed 2018-02-16
IFP Advisors, Inc
CLOSED
Shares0 from 27,987
Change-27,987 (-100%)
Value$0 (-$722)
Filed 2019-06-03
Jane Street Group, LLC
CLOSED
Shares0 from 25,652
Change-25,652 (-100%)
Value$0 (-$662)
Filed 2017-02-15
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 23,773
Change-23,773 (-100%)
Value$0 (-$614)
Filed 2017-02-02
Private Advisor Group, LLC
CLOSED
Shares0 from 23,616
Change-23,616 (-100%)
Value$0 (-$609)
Filed 2017-02-09
WMS Partners, LLC
CLOSED
Shares0 from 20,400
Change-20,400 (-100%)
Value$0 (-$527)
Filed 2017-02-07
First Allied Advisory Services, Inc.
CLOSED
Shares0 from 18,892
Change-18,892 (-100%)
Value$0 (-$488)
Filed 2017-02-13
Pring Turner Capital Group Inc
CLOSED
Shares0 from 18,048
Change-18,048 (-100%)
Value$0 (-$466)
Filed 2017-02-13
Stifel Financial Corp
CLOSED
Shares0 from 17,245
Change-17,245 (-100%)
Value$0 (-$441)
Filed 2017-02-16
Cetera Advisor Networks LLC
CLOSED
Shares0 from 16,151
Change-16,151 (-100%)
Value$0 (-$417)
Filed 2017-02-15
Ladenburg Thalmann Financial Services Inc
CLOSED
Shares0 from 15,160
Change-15,160 (-100%)
Value$0 (-$391)
Filed 2017-02-14
Raymond James & Associates
CLOSED
Shares0 from 15,072
Change-15,072 (-100%)
Value$0 (-$389)
Filed 2017-02-14
Davenport & Co LLC
CLOSED
Shares0 from 14,717
Change-14,717 (-100%)
Value$0 (-$379.9K)
Filed 2017-01-05
Keel Point, LLC
CLOSED
Shares0 from 12,394
Change-12,394 (-100%)
Value$0 (-$320)
Filed 2017-02-15
Advisor Group, Inc.
CLOSED
Shares0 from 12,041
Change-12,041 (-100%)
Value$0 (-$311)
Filed 2017-11-02
Frontier Wealth Management LLC
CLOSED
Shares0 from 11,926
Change-11,926 (-100%)
Value$0 (-$308)
Filed 2017-02-10
GM Advisory Group, Inc.
CLOSED
Shares0 from 11,687
Change-11,687 (-100%)
Value$0 (-$302)
Filed 2017-02-13
SignalPoint Asset Management, LLC
CLOSED
Shares0 from 11,601
Change-11,601 (-100%)
Value$0 (-$299)
Filed 2017-02-01
MetLife Securities, Inc
CLOSED
Shares0 from 11,055
Change-11,055 (-100%)
Value$0 (-$285)
Filed 2017-01-13
Parsons Capital Management Inc
CLOSED
Shares0 from 10,375
Change-10,375 (-100%)
Value$0 (-$268)
Filed 2017-02-02
1834 Investment Advisors Co
CLOSED
Shares0 from 9,885
Change-9,885 (-100%)
Value$0 (-$255)
Filed 2017-02-15
Bank of New York Mellon Corp
CLOSED
Shares0 from 9,765
Change-9,765 (-100%)
Value$0 (-$252)
Filed 2017-02-13
Modera Wealth Management, LLC
CLOSED
Shares0 from 9,413
Change-9,413 (-100%)
Value$0 (-$243)
Filed 2017-02-10
Advocacy Wealth Management, LLC
CLOSED
Shares0 from 9,400
Change-9,400 (-100%)
Value$0 (-$243)
Filed 2017-01-27
Composition Wealth, LLC
CLOSED
Shares0 from 8,775
Change-8,775 (-100%)
Value$0 (-$226)
Filed 2017-02-09
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 8,150
Change-8,150 (-100%)
Value$0 (-$210)
Filed 2017-02-10
Cahill Financial Advisors Inc
CLOSED
Shares0 from 7,845
Change-7,845 (-100%)
Value$0 (-$203)
Filed 2017-02-14
Alexandria Capital, LLC
CLOSED
Shares0 from 5,920
Change-5,920 (-100%)
Value$0 (-$153)
Filed 2017-02-03
Cribstone Capital Management, LLC
CLOSED
Shares0 from 1,280
Change-1,280 (-100%)
Value$0 (-$33)
Filed 2017-01-27
Creative Planning
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$15)
Filed 2017-01-09
Financial Architects, Inc
CLOSED
Shares0 from 404
Change-404 (-100%)
Value$0 (-$10)
Filed 2017-02-06
Citigroup Inc
CLOSED
Shares0 from 375
Change-375 (-100%)
Value$0 (-$10)
Filed 2017-02-10
SEI Investments Co
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$7)
Filed 2017-02-02
Synovus Financial Corp
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$2)
Filed 2017-02-10
Concert Wealth Management Inc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 ($0)
Filed 2017-02-10
Parallax Volatility Advisers, L.P.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2017-02-14
Capital Advisors, Ltd. LLC
DECREASED
Shares0 from 61,440
Change-61,440 (-100%)
Value$0 (-$1.6K)
Filed 2017-01-20
Carroll Financial Associates, Inc.
DECREASED
Shares0 from 10,258
Change-10,258 (-100%)
Value$0 (-$264)
Filed 2017-01-11
Next Financial Group, Inc
DECREASED
Shares0 from 3,208
Change-3,208 (-100%)
Value$0 (-$83)
Filed 2017-02-02
Verity Asset Management, Inc.
N/A
Shares— from 9,923
Change-9,923 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
WealthPLAN Partners, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Status
Ledyard National Bank
DECREASED17,00017,200-200-1%$444$439-$52017-02-02
Parasol Investment Management, LLC
DECREASED10,05510,335-280-3%$267$259-$82017-02-07
United Capital Financial Advisors, LLC
CLOSED01,000,789-1,000,789-100%$25.8K$0-$25.8K2017-02-15
Envestnet Asset Management Inc
CLOSED0842,396-842,396-100%$21.7K$0-$21.7K2017-02-14
SG Americas Securities, LLC
CLOSED0345,826-345,826-100%$8.9K$0-$8.9K2017-02-08
Wells Fargo & Company
CLOSED0274,060-274,060-100%$7.1K$0-$7.1K2017-02-01
Morgan Stanley
CLOSED0254,211-254,211-100%$6.6K$0-$6.6K2017-02-22
Motley Fool Wealth Management, LLC
CLOSED0245,318-245,318-100%$6.3K$0-$6.3K2017-02-02
Summit Asset Management, LLC
CLOSED0214,305-214,305-100%$5.5K$0-$5.5K2017-02-06
Bank of America Corp
CLOSED0209,849-209,849-100%$5.4K$0-$5.4K2017-02-14
Raymond James Financial Services Advisors, Inc.
CLOSED0184,646-184,646-100%$4.8K$0-$4.8K2017-02-09
Telemus Capital, LLC
CLOSED0179,358-179,358-100%$4.6K$0-$4.6K2017-01-24
Bluefin Trading, LLC
CLOSED0150,951-150,951-100%$3.9K$0-$3.9K2017-02-14
Wolverine Trading, LLC
CLOSED0134,173-134,173-100%$3.5K$0-$3.5K2017-02-14
Courier Capital LLC
CLOSED0116,688-116,688-100%$3.0K$0-$3.0K2017-01-31
LPL Financial LLC
CLOSED0110,186-110,186-100%$2.8K$0-$2.8K2017-02-13
UBS Group AG
CLOSED0109,297-109,297-100%$2.8K$0-$2.8K2017-02-14
Prospera Financial Services Inc
CLOSED0105,671-105,671-100%$2.7K$0-$2.7K2017-01-11
D.A. Davidson & Co.
CLOSED083,892-83,892-100%$2.2K$0-$2.2K2017-02-15
GHP Investment Advisors, Inc.
CLOSED080,962-80,962-100%$2.1K$0-$2.1K2017-01-31
Freedom Investment Management, Inc.
CLOSED075,269-75,269-100%$1.9K$0-$1.9K2017-01-05
Ameriprise Financial Inc
CLOSED070,562-70,562-100%$1.8K$0-$1.8K2017-02-03
KCG Holdings, Inc.
CLOSED061,370-61,370-100%$1.6K$0-$1.6K2017-02-10
Wealthsource Partners, LLC
CLOSED050,100-50,100-100%$1.3K$0-$1.3K2017-02-17
Ironwood Financial, llc
CLOSED049,068-49,068-100%$1.3K$0-$1.3K2017-01-26
Sigma Planning Corp
CLOSED048,489-48,489-100%$1.3K$0-$1.3K2017-01-23
Confluence Wealth Management LLC
CLOSED046,773-46,773-100%$1.2K$0-$1.2K2017-02-06
Gradient Investments LLC
CLOSED043,803-43,803-100%$1.1K$0-$1.1K2017-01-17
Susquehanna International Group, LLP
CLOSED043,389-43,389-100%$1.1K$0-$1.1K2017-02-14
Guggenheim Capital LLC
CLOSED042,727-42,727-100%$1.1K$0-$1.1K2017-02-14
Royal Bank of Canada
CLOSED042,426-42,426-100%$1.1K$0-$1.1K2017-02-14
Citadel Advisors LLC
CLOSED039,278-39,278-100%$1.0K$0-$1.0K2017-02-10
SII Investments Inc
CLOSED039,213-39,213-100%$1.0K$0-$1.0K2017-02-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED037,795-37,795-100%$975$0-$9752017-02-08
Whitegate Investment Counselors, Inc.
CLOSED037,400-37,400-100%$965$0-$9652017-02-09
Cambridge Investment Research Advisors, Inc.
CLOSED036,820-36,820-100%$950$0-$9502017-02-13
Sargent Bickham Lagudis LLC
CLOSED035,490-35,490-100%$916$0-$9162021-09-13
Hengehold Capital Management LLC
CLOSED031,960-31,960-100%$825$0-$8252017-01-18
HighTower Advisors, LLC
CLOSED031,375-31,375-100%$808$0-$8082017-02-10
Commonwealth Equity Services, Inc
CLOSED028,888-28,888-100%$746$0-$7462018-02-16
IFP Advisors, Inc
CLOSED027,987-27,987-100%$722$0-$7222019-06-03
Jane Street Group, LLC
CLOSED025,652-25,652-100%$662$0-$6622017-02-15
Stratos Wealth Partners, Ltd.
CLOSED023,773-23,773-100%$614$0-$6142017-02-02
Private Advisor Group, LLC
CLOSED023,616-23,616-100%$609$0-$6092017-02-09
WMS Partners, LLC
CLOSED020,400-20,400-100%$527$0-$5272017-02-07
First Allied Advisory Services, Inc.
CLOSED018,892-18,892-100%$488$0-$4882017-02-13
Pring Turner Capital Group Inc
CLOSED018,048-18,048-100%$466$0-$4662017-02-13
Stifel Financial Corp
CLOSED017,245-17,245-100%$441$0-$4412017-02-16
Cetera Advisor Networks LLC
CLOSED016,151-16,151-100%$417$0-$4172017-02-15
Ladenburg Thalmann Financial Services Inc
CLOSED015,160-15,160-100%$391$0-$3912017-02-14
Raymond James & Associates
CLOSED015,072-15,072-100%$389$0-$3892017-02-14
Davenport & Co LLC
CLOSED014,717-14,717-100%$379.9K$0-$379.9K2017-01-05
Keel Point, LLC
CLOSED012,394-12,394-100%$320$0-$3202017-02-15
Advisor Group, Inc.
CLOSED012,041-12,041-100%$311$0-$3112017-11-02
Frontier Wealth Management LLC
CLOSED011,926-11,926-100%$308$0-$3082017-02-10
GM Advisory Group, Inc.
CLOSED011,687-11,687-100%$302$0-$3022017-02-13
SignalPoint Asset Management, LLC
CLOSED011,601-11,601-100%$299$0-$2992017-02-01
MetLife Securities, Inc
CLOSED011,055-11,055-100%$285$0-$2852017-01-13
Parsons Capital Management Inc
CLOSED010,375-10,375-100%$268$0-$2682017-02-02
1834 Investment Advisors Co
CLOSED09,885-9,885-100%$255$0-$2552017-02-15
Bank of New York Mellon Corp
CLOSED09,765-9,765-100%$252$0-$2522017-02-13
Modera Wealth Management, LLC
CLOSED09,413-9,413-100%$243$0-$2432017-02-10
Advocacy Wealth Management, LLC
CLOSED09,400-9,400-100%$243$0-$2432017-01-27
Composition Wealth, LLC
CLOSED08,775-8,775-100%$226$0-$2262017-02-09
PNC Financial Services Group, Inc.
CLOSED08,150-8,150-100%$210$0-$2102017-02-10
Cahill Financial Advisors Inc
CLOSED07,845-7,845-100%$203$0-$2032017-02-14
Alexandria Capital, LLC
CLOSED05,920-5,920-100%$153$0-$1532017-02-03
Cribstone Capital Management, LLC
CLOSED01,280-1,280-100%$33$0-$332017-01-27
Creative Planning
CLOSED0600-600-100%$15$0-$152017-01-09
Financial Architects, Inc
CLOSED0404-404-100%$10$0-$102017-02-06
Citigroup Inc
CLOSED0375-375-100%$10$0-$102017-02-10
SEI Investments Co
CLOSED0290-290-100%$7$0-$72017-02-02
Synovus Financial Corp
CLOSED060-60-100%$2$0-$22017-02-10
Concert Wealth Management Inc.
CLOSED014-14-100%$0$0$02017-02-10
Parallax Volatility Advisers, L.P.
CLOSED01-1-100%$0$0$02017-02-14
Capital Advisors, Ltd. LLC
DECREASED061,440-61,440-100%$1.6K$0-$1.6K2017-01-20
Carroll Financial Associates, Inc.
DECREASED010,258-10,258-100%$264$0-$2642017-01-11
Next Financial Group, Inc
DECREASED03,208-3,208-100%$83$0-$832017-02-02
Verity Asset Management, Inc.
N/A—9,923-9,923-100%$256———
Advisory Services Network, LLC
N/A—2,430-2,430-100%$63———
WealthPLAN Partners, LLC
N/A—938-938-100%$24.2K———
Showing 81 of 81 institutions