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Tidal ETF TR

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jane Street Group, LLC
DECREASED
Shares17,516 from 35,712
Change-18,196 (-51%)
Value$1.7M (-$1.7M)
Filed 2024-02-15
Dynamic Advisor Solutions LLC
INCREASED
Shares6,869 from 2,221
Change+4,648 (+209%)
Value$665.8K (+$456.1K)
Filed 2024-01-10
Flow Traders U.S. LLC
DECREASED
Shares3,597 from 6,527
Change-2,930 (-45%)
Value$349 (-$267)
Filed 2024-02-14
Bank of Montreal
DECREASED
Shares2,250 from 5,237
Change-2,987 (-57%)
Value$221.9K (-$280.9K)
Filed 2024-02-08
UBS Group AG
INCREASED
Shares600 from 76
Change+524 (+689%)
Value$58.2K (+$51.1K)
Filed 2024-02-09
Geneos Wealth Management Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$9.8K (+$288)
Filed 2024-01-26
Beacon Capital Management, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$6.4K (-$32)
Filed 2024-01-09
Osaic Holdings, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.8K (+$160)
Filed 2024-02-12
Morgan Stanley
NEW
Shares1
Change+1
Value$159
Filed 2024-08-16
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Status
Jane Street Group, LLC
DECREASED17,51635,712-18,196-51%$3.4M$1.7M-$1.7M2024-02-15
Dynamic Advisor Solutions LLC
INCREASED6,8692,221+4,648+209%$209.7K$665.8K+$456.1K2024-01-10
Flow Traders U.S. LLC
DECREASED3,5976,527-2,930-45%$616$349-$2672024-02-14
Bank of Montreal
DECREASED2,2505,237-2,987-57%$502.8K$221.9K-$280.9K2024-02-08
UBS Group AG
INCREASED60076+524+689%$7.2K$58.2K+$51.1K2024-02-09
Geneos Wealth Management Inc.
UNCHANGED10110100%$9.5K$9.8K+$2882024-01-26
Beacon Capital Management, LLC
UNCHANGED686800%$6.5K$6.4K-$322024-01-09
Osaic Holdings, Inc.
UNCHANGED606000%$5.7K$5.8K+$1602024-02-12
Morgan Stanley
NEW1—+1——$159—2024-08-16
Proequities, Inc.
UNCHANGED000—$0$0$02024-02-07
Showing 10 of 10 institutions