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 67 institutions that hold shares in the stock, with a total of 939,536 shares, which have been reported (via 13F filing form) to have a value of $44.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
5,850
shares
|
$276,939
0.08% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,726
shares
|
$271,068
0.0% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,517
shares
|
$261,174
0.01% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,509
shares
|
$260,796
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
5,051
shares
|
$239,114
0.0% of portfolio
|
Q3 2024
Reduced 27.91%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,009
shares
|
$237,126
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,175
shares
|
$197,644
0.0% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,313
shares
|
$109,497
0.02% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,995
shares
|
$94,443
0.0% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,884
shares
|
$89,188
0.0% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,750
shares
|
$82,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,620
shares
|
$76,690
0.02% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
1,589
shares
|
$75,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,262
shares
|
$59,743
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,253
shares
|
$59,317
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
970
shares
|
$45,919
0.0% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
856
shares
|
$40,523
0.0% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
577
shares
|
$27,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$23,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
452
shares
|
$21,397
0.0% of portfolio
|
Q3 2024
Added 347.52%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
400
shares
|
$18,936
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
332
shares
|
$15,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
328
shares
|
$15,527
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
305
shares
|
$14,438
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
300
shares
|
$14,202
0.0% of portfolio
|
Q3 2024
New holding
|