Institutional Ownership Etfis Ser Tr I (AMZA)
This table provides information about the institutional ownership of Etfis Ser Tr I (AMZA). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 1.25 Million shares, which have been reported (via 13F filing form) to have a value of $52.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
183,541
shares
|
$7.68 Million
0.09% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
112,349
shares
|
$4.7 Million
0.14% of portfolio
|
Q4 2024
Added 50.85%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
109,337
shares
|
$4.57 Million
4.02% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
90,660
shares
|
$3.79 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
86,632
shares
|
$3.62 Million
0.0% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
81,442
shares
|
$3.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
77,601
shares
|
$3.25 Million
0.07% of portfolio
|
Q1 2025
Added 103.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
66,390
shares
|
$2.78 Million
0.02% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
42,115
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
38,787
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
37,989
shares
|
$1.59 Million
0.64% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
31,193
shares
|
$1.3 Million
0.27% of portfolio
|
Q1 2025
Added 466.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,765
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
19,228
shares
|
$804,307
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,603
shares
|
$694,503
0.02% of portfolio
|
Q1 2021
Reduced 14.32%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
16,000
shares
|
$669,280
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,821
shares
|
$661,792
0.0% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,311
shares
|
$640,459
0.0% of portfolio
|
Q1 2025
Added 56.52%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
13,850
shares
|
$579,345
0.12% of portfolio
|
Q4 2022
Reduced 39.39%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
11,300
shares
|
$472,679
0.22% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
10,393
shares
|
$434,739
0.02% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
9,945
shares
|
$415,999
0.1% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
9,550
shares
|
$399,476
0.0% of portfolio
|
Q1 2025
Added 29.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
8,850
shares
|
$370,195
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,850
shares
|
$370,195
0.01% of portfolio
|
Q2 2023
New holding
|