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 74 institutions that hold shares in the stock, with a total of 1.06 Million shares, which have been reported (via 13F filing form) to have a value of $48.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
7,907
shares
|
$358,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
7,657
shares
|
$347,091
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
7,400
shares
|
$335,442
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
7,314
shares
|
$331,543
0.2% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
6,468
shares
|
$293,194
0.08% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,957
shares
|
$270,030
0.0% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,509
shares
|
$249,722
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,009
shares
|
$227,057
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
4,859
shares
|
$220,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,640
shares
|
$165,001
0.0% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,700
shares
|
$122,391
0.0% of portfolio
|
Q4 2024
Added 54.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,245
shares
|
$101,765
0.0% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,235
shares
|
$101,312
0.01% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,872
shares
|
$84,857
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,620
shares
|
$73,434
0.02% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,262
shares
|
$57,206
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,253
shares
|
$56,798
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,090
shares
|
$49,409
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
856
shares
|
$38,802
0.0% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
749
shares
|
$33,952
0.0% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
725
shares
|
$32,864
0.0% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
500
shares
|
$22,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
400
shares
|
$18,132
0.0% of portfolio
|
Q4 2024
Reduced 30.68%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
400
shares
|
$18,132
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
332
shares
|
$15,049
0.0% of portfolio
|
Q4 2024
New holding
|