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 70 institutions that hold shares in the stock, with a total of 968,413 shares, which have been reported (via 13F filing form) to have a value of $47.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
163,770
shares
|
$7.98 Million
0.07% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
112,349
shares
|
$5.47 Million
0.14% of portfolio
|
Q4 2024
Added 50.85%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
109,337
shares
|
$5.32 Million
4.02% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
89,929
shares
|
$4.38 Million
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
80,749
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
54,406
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
49,231
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
37,661
shares
|
$1.83 Million
0.58% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
31,733
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
27,770
shares
|
$1.35 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,004
shares
|
$974,194
0.0% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,095
shares
|
$832,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,603
shares
|
$808,566
0.02% of portfolio
|
Q1 2021
Reduced 14.32%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
13,850
shares
|
$674,495
0.12% of portfolio
|
Q4 2022
Reduced 39.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,331
shares
|
$649,219
0.0% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,136
shares
|
$493,623
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
9,700
shares
|
$472,390
0.09% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,850
shares
|
$430,995
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
8,850
shares
|
$430,995
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
8,086
shares
|
$393,788
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
7,657
shares
|
$372,895
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,565
shares
|
$368,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
7,400
shares
|
$360,380
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
7,314
shares
|
$356,191
0.2% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
6,858
shares
|
$333,984
0.08% of portfolio
|
Q3 2024
Reduced 3.42%
|