# ETF MANAGERS TR (AIEQXXXX)

> Institutional ownership reported to the SEC as of Q4 2023, from Form 13F filings. Source: https://holderbook.com/stocks/AIEQXXXX/

- Reporting holders: 26
- Reported value: $12.4M
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $5.1M | 142,692 | 0.0% | 21 |
| [FinTrust Capital Advisors, LLC](https://holderbook.com/funds/1622001-fintrust-capital-advisors-llc/) | $5.0M | 141,133 | 1.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $409.0K | 11,485 | 0.0% | 16 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $387.5K | 10,884 | 0.0% | 8 |
| [WEDBUSH SECURITIES INC](https://holderbook.com/funds/1142495-wedbush-securities-inc/) | $357.0K | 10,020 | 0.0% | 10 |
| [SOA Wealth Advisors, LLC.](https://holderbook.com/funds/1849444-soa-wealth-advisors-llc/) | $308.3K | 8,659 | 0.1% | 13 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $218.0K | 6,130 | 0.0% | 1 |
| [HCR Wealth Advisors](https://holderbook.com/funds/1697715-hcr-wealth-advisors/) | $213.7K | 6,002 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $111.5K | 3,132 | 0.0% | 25 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $62.1K | 1,724 | 0.0% | 11 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $59.0K | 1,649 | 0.0% | 21 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $49.6K | 1,394 | 0.0% | 8 |
| [TD Waterhouse Canada Inc.](https://holderbook.com/funds/1999606-td-waterhouse-canada-inc/) | $48.4K | 1,033 | 0.0% | 8 |
| [Migdal Insurance & Financial Holdings Ltd.](https://holderbook.com/funds/1415912-migdal-insurance-financial-holdings-ltd/) | $31.0K | 870 | 0.0% | 1 |
| [Financial Perspectives, Inc](https://holderbook.com/funds/2003287-financial-perspectives-inc/) | $20.1K | 565 | 0.0% | 12 |
| [Fairfield Financial Advisors, LTD](https://holderbook.com/funds/2033232-fairfield-financial-advisors-ltd/) | $18.7K | 525 | 0.0% | 8 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $7.1K | 200 | 0.0% | 12 |
| [Cutler Group LLC / CA](https://holderbook.com/funds/1534270-cutler-group-llc-ca/) | $7.0K | 0 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $6.9K | 194 | 0.0% | 12 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $6.1K | 170 | 0.0% | 16 |
| [Tradition Wealth Management, LLC](https://holderbook.com/funds/1843010-tradition-wealth-management-llc/) | $6.0K | 182 | 0.0% | 11 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $4.6K | 130 | 0.0% | 9 |
| [GHP Investment Advisors, Inc.](https://holderbook.com/funds/1401561-ghp-investment-advisors-inc/) | $2.1K | 60 | 0.0% | 8 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $79 | 2 | 0.0% | 5 |
| [Private Wealth Management Group, LLC](https://holderbook.com/funds/2011342-private-wealth-management-group-llc/) | $72 | 2 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2023 | 26 | $12.4M |
| Q3 2023 | 28 | $7.7M |
| Q2 2023 | 30 | $8.4M |
| Q1 2023 | 34 | $7.1M |
| Q4 2022 | 31 | $6.4M |
| Q3 2022 | 28 | $7.0M |
| Q2 2022 | 33 | $8.1M |
| Q1 2022 | 36 | $15.9M |
| Q4 2021 | 35 | $15.7M |
| Q3 2021 | 31 | $14.9M |
| Q2 2021 | 31 | $12.8M |
| Q1 2021 | 32 | $10.9M |