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 $53.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
500
shares
|
$21,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
400
shares
|
$17,172
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
328
shares
|
$14,081
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
305
shares
|
$13,093
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
285
shares
|
$12,235
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
120
shares
|
$5,151
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
105
shares
|
$4,507
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
102
shares
|
$4,378
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
100
shares
|
$4,293
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$4,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
90
shares
|
$3,863
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
52
shares
|
$2,232
0.0% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
45
shares
|
$1,931
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
32
shares
|
$1,373
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
25
shares
|
$1,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|