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ETF Managers TR

CUSIP: 26924G888 | 105 institutional holders

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
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Institutional Holders — Q4 2023

LPL Financial LLC137,207
0.0% of portfolio›$7.6M
Osaic Holdings, Inc.70,619
0.0% of portfolio›$3.9M
Harbour Investments, Inc.55,862
0.1% of portfolio›$3.1M
Bailard, Inc.54,670
0.1% of portfolio›$3.0M
Susquehanna International Group, LLP49,518
0.0% of portfolio›$2.8M
Stonehearth Capital Management, LLC39,418
1.1% of portfolio›$2.2M
Financial Insights, Inc.38,451
0.7% of portfolio›$2.1M
Commonwealth Equity Services, LLC33,981
0.0% of portfolio›$1.9K
WCG Wealth Advisors LLC23,687
0.0% of portfolio›$1.3K
Cambridge Investment Research Advisors, Inc.20,329
0.0% of portfolio›$1.1K
Berger Financial Group, Inc17,893
0.1% of portfolio›$994.8K
Cresset Asset Management, LLC17,283
0.0% of portfolio›$960.9K
Evergreen Capital Management LLC12,568
0.0% of portfolio›$698.8K
Allegheny Financial Group12,241
0.2% of portfolio›$680.5K
Arnhold LLC11,610
0.1% of portfolio›$645.5K
Good Life Advisors, LLC10,998
0.1% of portfolio›$611.5K
Ethic Inc.10,483
0.0% of portfolio›$582.8K
IEQ Capital, LLC9,128
0.0% of portfolio›$507.5K
Atria Wealth Solutions, Inc.9,030
0.0% of portfolio›$502.0K
Marks Group Wealth Management, Inc8,090
0.1% of portfolio›$449.8K
Advisory Alpha, LLC7,761
0.0% of portfolio›$431.5K
Wealth Alliance Advisory Group, LLC7,200
0.1% of portfolio›$400.3K
Creative Planning7,023
0.0% of portfolio›$390.5K
Sonoma Private Wealth LLC5,658
0.5% of portfolio›$314.6K
Federation des caisses Desjardins du Quebec5,250
0.0% of portfolio›$291.9K
D.A. Davidson & Co.5,045
0.0% of portfolio›$280.5K
Mutual Advisors, LLC4,831
0.0% of portfolio›$268.6K
Blair William & Co4,728
0.0% of portfolio›$262.9K
Mechanics Bank Trust Department4,215
0.0% of portfolio›$234.3K
Royal Bank of Canada4,207
0.0% of portfolio›$234.0K
Private Advisor Group, LLC4,101
0.0% of portfolio›$228.0K
Kestra Advisory Services, LLC3,877
0.0% of portfolio›$215.5K
Whittier Trust Co3,742
0.0% of portfolio›$208.0K
Thrivent Financial for Lutherans3,673
0.0% of portfolio›$204
ORG Partners LLC3,516
0.0% of portfolio›$195.5K
Proequities, Inc.2,731
0.0% of portfolio›$151.8K
Live Oak Investment Partners2,539
0.1% of portfolio›$141.2K
Global Retirement Partners, LLC1,286
0.0% of portfolio›$69.4K
Creative Capital Management Investments LLC1,222
0.0% of portfolio›$67.9K
4Thought Financial Group Inc.1,147
0.0% of portfolio›$63.8K
Wells Fargo & Company926
0.0% of portfolio›$51.5K
UBS Group AG633
0.0% of portfolio›$35.2K
Westside Investment Management, Inc.600
0.0% of portfolio›$33.4K
National Bank of Canada439
0.0% of portfolio›$24.2K
Robinswood Financial LLC270
0.0% of portfolio›$15.0K
US Bancorp \de\200
0.0% of portfolio›$11.1K
Principal Securities, Inc.197
0.0% of portfolio›$11.0K
Morgan Stanley196
0.0% of portfolio›$10.9K
Newton One Investments LLC85
0.0% of portfolio›$4.7K
Spire Wealth Management80
0.0% of portfolio›$4.4K
FMR LLC24
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
LPL Financial LLC
137,207$7.6M0.0%IndexVery LowFort Mill, SC2024-02-14
Osaic Holdings, Inc.
70,619$3.9M0.0%IndexLowScottsdale, AZ2024-02-12
Harbour Investments, Inc.
55,862$3.1M0.1%ETFLowMadison, WI2024-02-16
Bailard, Inc.
54,670$3.0M0.1%GrowthMediumFoster City, CA2024-02-02
Susquehanna International Group, LLP
49,518$2.8M0.0%GrowthHighBala Cynwyd, PA2024-02-14
Stonehearth Capital Management, LLC
39,418$2.2M1.1%ETFMediumDanvers, MA2024-01-08
Financial Insights, Inc.
38,451$2.1M0.7%ETFLowTacoma, WA2024-01-25
Commonwealth Equity Services, LLC
33,981$1.9K0.0%ETFLowWaltham, MA2024-02-06
WCG Wealth Advisors LLC
23,687$1.3K0.0%ETFMediumLas Vegas, NV2024-02-08
Cambridge Investment Research Advisors, Inc.
20,329$1.1K0.0%ETFLowFairfield, IA2024-02-09
Berger Financial Group, Inc
17,893$994.8K0.1%ETFLowPlymouth, MN2024-02-07
Cresset Asset Management, LLC
17,283$960.9K0.0%GrowthLowChicago, IL2024-02-14
Evergreen Capital Management LLC
12,568$698.8K0.0%GARPMediumBellevue, WA2024-02-14
Allegheny Financial Group
12,241$680.5K0.2%CoreLowPittsburgh, PA2024-02-08
Arnhold LLC
11,610$645.5K0.1%GARPLowNew York, NY2024-02-05
Good Life Advisors, LLC
10,998$611.5K0.1%GrowthVery LowWyomissing, PA2024-01-18
Ethic Inc.
10,483$582.8K0.0%CoreLowNew York, NY2024-02-14
IEQ Capital, LLC
9,128$507.5K0.0%CoreMediumFoster City, CA2024-02-07
Atria Wealth Solutions, Inc.
9,030$502.0K0.0%N/AN/ANew York, NY2024-02-02
Marks Group Wealth Management, Inc
8,090$449.8K0.1%CoreMediumMinnetonka, MN2024-02-01
Advisory Alpha, LLC
7,761$431.5K0.0%ETFLowHolland, MI2024-01-23
Wealth Alliance Advisory Group, LLC
7,200$400.3K0.1%CoreLowWichita, KS2024-01-10
Creative Planning
7,023$390.5K0.0%IndexVery LowOverland Park, KS2024-02-14
Sonoma Private Wealth LLC
5,658$314.6K0.5%MomentumLowSan Francisco, CA2024-02-12
Federation des caisses Desjardins du Quebec
5,250$291.9K0.0%ValueMediumLevis, Austria2024-08-15
D.A. Davidson & Co.
5,045$280.5K0.0%CoreLowGreat Falls, MT2024-02-09
Mutual Advisors, LLC
4,831$268.6K0.0%ETFLowOmaha, NE2024-01-12
Blair William & Co
4,728$262.9K0.0%MomentumLowChicago, IL2024-02-12
Mechanics Bank Trust Department
4,215$234.3K0.0%CoreLowWalnut Creek, CA2024-01-10
Royal Bank of Canada
4,207$234.0K0.0%CoreLowToronto, Australia2024-02-14
Private Advisor Group, LLC
4,101$228.0K0.0%ETFMediumMorristown, NJ2024-02-06
Kestra Advisory Services, LLC
3,877$215.5K0.0%CoreLowAustin, TX2024-02-14
Whittier Trust Co
3,742$208.0K0.0%GrowthLowSouth Pasadena, CA2024-01-11
Thrivent Financial for Lutherans
3,673$2040.0%GARPMediumMinneapolis, MN2024-02-14
ORG Partners LLC
3,516$195.5K0.0%GrowthLowRoanoke, IN2024-01-29
Proequities, Inc.
2,731$151.8K0.0%GrowthVery LowBirmingham, AL2024-02-07
Live Oak Investment Partners
2,539$141.2K0.1%ETFMediumAustin, TX2024-02-14
Global Retirement Partners, LLC
1,286$69.4K0.0%CoreLowSan Rafael, CA2024-01-18
Creative Capital Management Investments LLC
1,222$67.9K0.0%ETFLowSan Diego, CA2024-02-06
4Thought Financial Group Inc.
1,147$63.8K0.0%ETFLowSyosset, NY2024-01-30
Wells Fargo & Company
926$51.5K0.0%CoreLowSan Francisco, CA2024-02-09
UBS Group AG
633$35.2K0.0%CoreMediumZurich, Switzerland2024-02-09
Westside Investment Management, Inc.
600$33.4K0.0%GrowthLowSanta Monica, CA2024-01-12
National Bank of Canada
439$24.2K0.0%CoreMediumMontreal, Austria2024-02-06
Robinswood Financial LLC
270$15.0K0.0%ETFVery LowKirkland, WA2026-07-15
US Bancorp \de\
200$11.1K0.0%IndexLowMinneapolis, MN2024-02-09
Principal Securities, Inc.
197$11.0K0.0%ETFLowDes Moines, IA2024-05-10
Morgan Stanley
196$10.9K0.0%CoreLowNew York, NY2024-08-16
Newton One Investments LLC
85$4.7K0.0%ETFVery LowNewark, DE2024-01-23
Spire Wealth Management
80$4.4K0.0%GrowthMediumMclean, VA2024-02-06
FMR LLC
24$1.3K0.0%GrowthMediumBoston, MA2026-11-05