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 57 institutions that hold shares in the stock, with a total of 906,191 shares, which have been reported (via 13F filing form) to have a value of $37.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
160,612
shares
|
$6.6 Million
0.08% of portfolio
|
Q1 2024
Added 10.07%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
109,337
shares
|
$4.49 Million
4.02% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
95,775
shares
|
$3.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 52.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
78,742
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2024
Added 18.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
57,733
shares
|
$2.37 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 14, 2024 Q1 2024 |
48,287
shares
|
$1.98 Million
0.29% of portfolio
|
Q3 2023
Added 23.49%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
45,716
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 13, 2024 Q1 2024 |
37,247
shares
|
$1.53 Million
0.65% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
34,770
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2024
Added 38.71%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
31,546
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fulcrum Equity Management
|
Apr 24, 2024 Q1 2024 |
30,123
shares
|
$1.24 Million
1.51% of portfolio
|
Q1 2024
Reduced 8.01%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
21,899
shares
|
$900,048
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,603
shares
|
$682,383
0.02% of portfolio
|
Q1 2021
Reduced 14.32%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
13,850
shares
|
$569,235
0.12% of portfolio
|
Q4 2022
Reduced 39.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
12,710
shares
|
$522,381
0.0% of portfolio
|
Q1 2024
Added 9.82%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
May 15, 2024 Q1 2024 |
9,944
shares
|
$408,698
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Apr 15, 2024 Q1 2024 |
9,510
shares
|
$390,861
0.09% of portfolio
|
Q1 2024
Added 2.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
8,850
shares
|
$363,735
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,850
shares
|
$363,735
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
May 06, 2024 Q1 2024 |
7,588
shares
|
$311,866
0.26% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
7,008
shares
|
$288,028
0.11% of portfolio
|
Q1 2024
Added 11.45%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 07, 2024 Q1 2024 |
6,799
shares
|
$279,438
0.1% of portfolio
|
Q1 2024
Reduced 21.64%
|
|
|
Kovack Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
6,720
shares
|
$276,192
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
6,481
shares
|
$266,369
0.0% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2024 Q1 2024 |
5,900
shares
|
$242,490
0.0% of portfolio
|
Q1 2024
Reduced 7.55%
|
|