ETF Managers TR

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares142,692 from 142,093

Change+599 (+0%)

Value$5.1M (+$850.5K)

Filed 2024-02-14

FinTrust Capital Advisors, LLC

INCREASED

Shares141,133 from 1,070

Change+140,063 (+13090%)

Value$5.0M (+$5.0M)

Filed 2024-02-13

Osaic Holdings, Inc.

DECREASED

Shares11,485 from 15,850

Change-4,365 (-28%)

Value$409.0K (-$62.9K)

Filed 2024-02-12

Citadel Advisors LLC

DECREASED

Shares10,884 from 18,765

Change-7,881 (-42%)

Value$387.5K (-$171.1K)

Filed 2024-02-14

Wedbush Securities Inc

DECREASED

Shares10,020 from 10,520

Change-500 (-5%)

Value$357 (+$44)

Filed 2024-02-12

SOA Wealth Advisors, Llc.

DECREASED

Shares8,659 from 10,203

Change-1,544 (-15%)

Value$308.3K (+$4.6K)

Filed 2024-02-13

Commonwealth Equity Services, LLC

NEW

Shares6,130

Change+6,130

Value$218

Filed 2024-02-06

HCR Wealth Advisors

NEW

Shares6,002

Change+6,002

Value$213.7K

Filed 2024-02-09

Bank of Montreal

UNCHANGED

Shares1,724 from 1,724

Change0 (0%)

Value$62.1K (+$8.2K)

Filed 2024-02-08

Royal Bank of Canada

INCREASED

Shares1,649 from 1,039

Change+610 (+59%)

Value$59.0K (+$28.0K)

Filed 2024-02-14

Morgan Stanley

INCREASED

Shares1,566 from 1,562

Change+4 (+0%)

Value$55.8K (+$9.3K)

Filed 2024-08-16

UBS Group AG

DECREASED

Shares1,394 from 2,128

Change-734 (-34%)

Value$49.6K (-$13.7K)

Filed 2024-02-09

TD Waterhouse Canada Inc.

UNCHANGED

Shares1,033 from 1,033

Change0 (0%)

Value$48.4K (+$7.0K)

Filed 2024-05-10

Migdal Insurance & Financial Holdings Ltd.

NEW

Shares870

Change+870

Value$31

Filed 2024-01-31

Financial Perspectives, Inc

UNCHANGED

Shares565 from 565

Change0 (0%)

Value$20.1K (+$3.3K)

Filed 2024-02-01

Fairfield Financial Advisors, LTD

UNCHANGED

Shares525 from 525

Change0 (0%)

Value$18.7K (+$3.1K)

Filed 2024-11-04

Northwestern Mutual Wealth Management Co

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$7.1K (+$1.2K)

Filed 2024-02-13

Tradition Wealth Management, LLC

UNCHANGED

Shares182 from 182

Change0 (0%)

Value$6 (+$1)

Filed 2024-02-12

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$6.1K (+$992)

Filed 2024-01-25

Steward Partners Investment Advisory, LLC

UNCHANGED

Shares130 from 130

Change0 (0%)

Value$4.6K (+$759)

Filed 2024-02-12

JPMorgan Chase & Co

DECREASED

Shares97 from 279

Change-182 (-65%)

Value$3.5K (-$4.9K)

Filed 2024-12-26

GHP Investment Advisors, Inc.

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$2.1K (+$366)

Filed 2024-01-26

Private Wealth Management Group, LLC

NEW

Shares2

Change+2

Value$72

Filed 2024-02-08

Wells Fargo & Company

DECREASED

Shares2 from 201

Change-199 (-99%)

Value$79 (-$5.9K)

Filed 2024-02-09

Coppell Advisory Solutions LLC

NEW

Shares1

Change+1

Value$36

Filed 2024-02-14

International Assets Investment Management, LLC

CLOSED

Shares0 from 18,262

Change-18,262 (-100%)

Value$0 (-$253.7K)

Filed 2024-01-25

Integrated Wealth Concepts LLC

CLOSED

Shares0 from 17,558

Change-17,558 (-100%)

Value$0 (-$522.7K)

Filed 2024-02-13

Susquehanna International Group, LLP

CLOSED

Shares0 from 12,680

Change-12,680 (-100%)

Value$0 (-$377.5K)

Filed 2024-02-14

EPG Wealth Management LLC

CLOSED

Shares0 from 8,892

Change-8,892 (-100%)

Value$0 (-$264.7K)

Filed 2024-02-15

Western Pacific Wealth Management, LP

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$29.8K)

Filed 2024-02-09

Mascoma Wealth Management LLC

CLOSED

Shares0 from 684

Change-684 (-100%)

Value$0 (-$20.4K)

Filed 2024-01-24

Farther Finance Advisors, LLC

CLOSED

Shares0 from 281

Change-281 (-100%)

Value$0 (-$8.4K)

Filed 2024-02-15

Tradewinds Capital Management, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$358)

Filed 2024-02-01

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-02-07

	Status
LPL Financial LLC	INCREASED	142,692	142,093	+599	+0%	$4.2M	$5.1M	+$850.5K	2024-02-14
FinTrust Capital Advisors, LLC	INCREASED	141,133	1,070	+140,063	+13090%	$31.9K	$5.0M	+$5.0M	2024-02-13
Osaic Holdings, Inc.	DECREASED	11,485	15,850	-4,365	-28%	$471.9K	$409.0K	-$62.9K	2024-02-12
Citadel Advisors LLC	DECREASED	10,884	18,765	-7,881	-42%	$558.6K	$387.5K	-$171.1K	2024-02-14
Wedbush Securities Inc	DECREASED	10,020	10,520	-500	-5%	$313	$357	+$44	2024-02-12
SOA Wealth Advisors, Llc.	DECREASED	8,659	10,203	-1,544	-15%	$303.8K	$308.3K	+$4.6K	2024-02-13
Commonwealth Equity Services, LLC	NEW	6,130	—	+6,130	—	—	$218	—	2024-02-06
HCR Wealth Advisors	NEW	6,002	—	+6,002	—	—	$213.7K	—	2024-02-09
Bank of Montreal	UNCHANGED	1,724	1,724	0	0%	$54.0K	$62.1K	+$8.2K	2024-02-08
Royal Bank of Canada	INCREASED	1,649	1,039	+610	+59%	$31.0K	$59.0K	+$28.0K	2024-02-14
Morgan Stanley	INCREASED	1,566	1,562	+4	+0%	$46.5K	$55.8K	+$9.3K	2024-08-16
UBS Group AG	DECREASED	1,394	2,128	-734	-34%	$63.4K	$49.6K	-$13.7K	2024-02-09
TD Waterhouse Canada Inc.	UNCHANGED	1,033	1,033	0	0%	$41.5K	$48.4K	+$7.0K	2024-05-10
Migdal Insurance & Financial Holdings Ltd.	NEW	870	—	+870	—	—	$31	—	2024-01-31
Financial Perspectives, Inc	UNCHANGED	565	565	0	0%	$16.8K	$20.1K	+$3.3K	2024-02-01
Fairfield Financial Advisors, LTD	UNCHANGED	525	525	0	0%	$15.6K	$18.7K	+$3.1K	2024-11-04
Northwestern Mutual Wealth Management Co	UNCHANGED	200	200	0	0%	$6.0K	$7.1K	+$1.2K	2024-02-13
Tradition Wealth Management, LLC	UNCHANGED	182	182	0	0%	$5	$6	+$1	2024-02-12
Blue Bell Private Wealth Management, LLC	UNCHANGED	170	170	0	0%	$5.1K	$6.1K	+$992	2024-01-25
Steward Partners Investment Advisory, LLC	UNCHANGED	130	130	0	0%	$3.9K	$4.6K	+$759	2024-02-12
JPMorgan Chase & Co	DECREASED	97	279	-182	-65%	$8.3K	$3.5K	-$4.9K	2024-12-26
GHP Investment Advisors, Inc.	UNCHANGED	60	60	0	0%	$1.8K	$2.1K	+$366	2024-01-26
Private Wealth Management Group, LLC	NEW	2	—	+2	—	—	$72	—	2024-02-08
Wells Fargo & Company	DECREASED	2	201	-199	-99%	$6.0K	$79	-$5.9K	2024-02-09
Coppell Advisory Solutions LLC	NEW	1	—	+1	—	—	$36	—	2024-02-14
International Assets Investment Management, LLC	CLOSED	0	18,262	-18,262	-100%	$253.7K	$0	-$253.7K	2024-01-25
Integrated Wealth Concepts LLC	CLOSED	0	17,558	-17,558	-100%	$522.7K	$0	-$522.7K	2024-02-13
Susquehanna International Group, LLP	CLOSED	0	12,680	-12,680	-100%	$377.5K	$0	-$377.5K	2024-02-14
EPG Wealth Management LLC	CLOSED	0	8,892	-8,892	-100%	$264.7K	$0	-$264.7K	2024-02-15
Western Pacific Wealth Management, LP	CLOSED	0	1,000	-1,000	-100%	$29.8K	$0	-$29.8K	2024-02-09
Mascoma Wealth Management LLC	CLOSED	0	684	-684	-100%	$20.4K	$0	-$20.4K	2024-01-24
Farther Finance Advisors, LLC	CLOSED	0	281	-281	-100%	$8.4K	$0	-$8.4K	2024-02-15
Tradewinds Capital Management, LLC	CLOSED	0	12	-12	-100%	$358	$0	-$358	2024-02-01
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-02-07

Showing 34 of 34 institutions