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 62 institutions that hold shares in the stock, with a total of 996,068 shares, which have been reported (via 13F filing form) to have a value of $39.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
162,359
shares
|
$6.4 Million
0.07% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
109,337
shares
|
$4.31 Million
4.02% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
98,058
shares
|
$3.86 Million
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
85,900
shares
|
$3.39 Million
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
74,479
shares
|
$2.94 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
58,111
shares
|
$2.29 Million
0.02% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
49,213
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2024
Added 7.65%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
38,787
shares
|
$1.53 Million
0.23% of portfolio
|
Q2 2024
Reduced 19.67%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 12, 2024 Q2 2024 |
37,423
shares
|
$1.47 Million
0.62% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
32,923
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
28,586
shares
|
$1.13 Million
1.09% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,656
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
17,418
shares
|
$686,443
0.0% of portfolio
|
Q2 2024
Reduced 44.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,603
shares
|
$654,324
0.02% of portfolio
|
Q1 2021
Reduced 14.32%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
14,640
shares
|
$576,962
0.02% of portfolio
|
Q2 2024
Reduced 33.15%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
13,850
shares
|
$545,828
0.12% of portfolio
|
Q4 2022
Reduced 39.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,331
shares
|
$525,374
0.0% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
10,344
shares
|
$407,657
0.22% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jul 19, 2024 Q2 2024 |
9,499
shares
|
$374,355
0.09% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
8,850
shares
|
$348,778
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,850
shares
|
$348,778
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
8,086
shares
|
$318,669
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
7,647
shares
|
$301,368
0.21% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
7,200
shares
|
$283,752
0.0% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
7,101
shares
|
$279,850
0.1% of portfolio
|
Q2 2024
Added 1.33%
|