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 949,548 shares, which have been reported (via 13F filing form) to have a value of $45.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
6,858
shares
|
$330,761
0.08% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
5,850
shares
|
$282,145
0.08% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,726
shares
|
$276,164
0.0% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,517
shares
|
$266,084
0.01% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,509
shares
|
$265,699
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
5,051
shares
|
$243,609
0.0% of portfolio
|
Q3 2024
Reduced 27.91%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
5,009
shares
|
$241,584
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,175
shares
|
$201,360
0.0% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,313
shares
|
$111,555
0.02% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,995
shares
|
$96,218
0.0% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,884
shares
|
$90,865
0.0% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,750
shares
|
$84,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,620
shares
|
$78,132
0.02% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
1,589
shares
|
$76,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,262
shares
|
$60,866
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,253
shares
|
$60,432
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
970
shares
|
$46,783
0.0% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
856
shares
|
$41,284
0.0% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
577
shares
|
$27,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$24,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
452
shares
|
$21,799
0.0% of portfolio
|
Q3 2024
Added 347.52%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
400
shares
|
$19,292
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
328
shares
|
$15,819
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
305
shares
|
$14,710
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
300
shares
|
$14,468
0.0% of portfolio
|
Q3 2024
New holding
|