IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

ETF Managers TR

CUSIP: 26924G813 | 120 institutional holders

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2023

LPL Financial LLC142,692
0.0% of portfolio›$5.1M
FinTrust Capital Advisors, LLC141,133
1.0% of portfolio›$5.0M
Osaic Holdings, Inc.11,485
0.0% of portfolio›$409.0K
Citadel Advisors LLC10,884
0.0% of portfolio›$387.5K
Wedbush Securities Inc10,020
0.0% of portfolio›$357
SOA Wealth Advisors, Llc.8,659
0.1% of portfolio›$308.3K
Commonwealth Equity Services, LLC6,130
0.0% of portfolio›$218
HCR Wealth Advisors6,002
0.0% of portfolio›$213.7K
Bank of Montreal1,724
0.0% of portfolio›$62.1K
Royal Bank of Canada1,649
0.0% of portfolio›$59.0K
Morgan Stanley1,566
0.0% of portfolio›$55.8K
UBS Group AG1,394
0.0% of portfolio›$49.6K
TD Waterhouse Canada Inc.1,033
0.0% of portfolio›$48.4K
Migdal Insurance & Financial Holdings Ltd.870
0.0% of portfolio›$31
Financial Perspectives, Inc565
0.0% of portfolio›$20.1K
Fairfield Financial Advisors, LTD525
0.0% of portfolio›$18.7K
Northwestern Mutual Wealth Management Co200
0.0% of portfolio›$7.1K
Tradition Wealth Management, LLC182
0.0% of portfolio›$6
Blue Bell Private Wealth Management, LLC170
0.0% of portfolio›$6.1K
Steward Partners Investment Advisory, LLC130
0.0% of portfolio›$4.6K
JPMorgan Chase & Co97
0.0% of portfolio›$3.5K
GHP Investment Advisors, Inc.60
0.0% of portfolio›$2.1K
Wells Fargo & Company2
0.0% of portfolio›$79
Private Wealth Management Group, LLC2
0.0% of portfolio›$72
Coppell Advisory Solutions LLC1
0.0% of portfolio›$36
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
LPL Financial LLC
142,692$5.1M0.0%IndexVery LowFort Mill, SC2024-02-14
FinTrust Capital Advisors, LLC
141,133$5.0M1.0%GARPVery LowGreenville, SC2024-02-13
Osaic Holdings, Inc.
11,485$409.0K0.0%IndexLowScottsdale, AZ2024-02-12
Citadel Advisors LLC
10,884$387.5K0.0%CoreVery HighMiami, FL2024-02-14
Wedbush Securities Inc
10,020$3570.0%CoreLowPasadena, CA2024-02-12
SOA Wealth Advisors, Llc.
8,659$308.3K0.1%CoreLowNew York, NY2024-02-13
Commonwealth Equity Services, LLC
6,130$2180.0%ETFLowWaltham, MA2024-02-06
HCR Wealth Advisors
6,002$213.7K0.0%GrowthLowLos Angeles, CA2024-02-09
Bank of Montreal
1,724$62.1K0.0%CoreLowToronto, Australia2024-02-08
Royal Bank of Canada
1,649$59.0K0.0%CoreLowToronto, Australia2024-02-14
Morgan Stanley
1,566$55.8K0.0%CoreLowNew York, NY2024-08-16
UBS Group AG
1,394$49.6K0.0%CoreMediumZurich, Switzerland2024-02-09
TD Waterhouse Canada Inc.
1,033$48.4K0.0%CoreLowToronto, Australia2024-05-10
Migdal Insurance & Financial Holdings Ltd.
870$310.0%GrowthHighPetach Tikva, Luxembourg2024-01-31
Financial Perspectives, Inc
565$20.1K0.0%GrowthVery LowMinneapolis, MN2024-02-01
Fairfield Financial Advisors, LTD
525$18.7K0.0%GrowthLowWellesley, MA2024-11-04
Northwestern Mutual Wealth Management Co
200$7.1K0.0%IndexVery LowMilwaukee, WI2024-02-13
Tradition Wealth Management, LLC
182$60.0%ETFLowEdina, MN2024-02-12
Blue Bell Private Wealth Management, LLC
170$6.1K0.0%YieldVery LowBlue Bell, PA2024-01-25
Steward Partners Investment Advisory, LLC
130$4.6K0.0%CoreLowStamford, CT2024-02-12
JPMorgan Chase & Co
97$3.5K0.0%GrowthMediumNew York, NY2024-12-26
GHP Investment Advisors, Inc.
60$2.1K0.0%CoreVery LowDenver, CO2024-01-26
Wells Fargo & Company
2$790.0%CoreLowSan Francisco, CA2024-02-09
Private Wealth Management Group, LLC
2$720.0%ETFLowPrinceton, NJ2024-02-08
Coppell Advisory Solutions LLC
1$360.0%ETFMediumCoppell, TX2024-02-14
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-02-07