# ETF MANAGERS TR (IVESXXXX)

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

- Reporting holders: 14
- Reported value: $5.7M
- Held through calls: 0.0%
- 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 |
|---|---|---|---|---|
| [WEDBUSH SECURITIES INC](https://holderbook.com/funds/1142495-wedbush-securities-inc/) | $1.8M | 44,365 | 0.1% | 15 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.6M | 38,391 | 0.0% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.1M | 27,188 | 0.0% | 21 |
| [Stratos Wealth Partners, LTD.](https://holderbook.com/funds/1612865-stratos-wealth-partners-ltd/) | $460.1K | 11,183 | 0.0% | 1 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $220.7K | 5,364 | 0.0% | 4 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $155.4K | 3,729 | 0.0% | 1 |
| [Spire Wealth Management](https://holderbook.com/funds/1858740-spire-wealth-management/) | $153.2K | 3,755 | 0.0% | 10 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $51.6K | 1,254 | 0.0% | 16 |
| [PNC FINANCIAL SERVICES GROUP, INC.](https://holderbook.com/funds/713676-pnc-financial-services-group-inc/) | $46.5K | 1,130 | 0.0% | 21 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $25.2K | 613 | 0.0% | 13 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $20.0K | 484 | 0.0% | 21 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $18.9K | 460 | 0.0% | 25 |
| [CONCOURSE FINANCIAL GROUP SECURITIES, INC.](https://holderbook.com/funds/752798-concourse-financial-group-securities-inc/) | $4.1K | 100 | 0.0% | 21 |
| [Newbridge Financial Services Group, Inc.](https://holderbook.com/funds/1879757-newbridge-financial-services-group-inc/) | $4.1K | 100 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2023 | 14 | $5.7M |
| Q3 2023 | 13 | $7.5M |
| Q2 2023 | 14 | $7.7M |
| Q1 2023 | 15 | $7.2M |
| Q4 2022 | 15 | $6.9M |
| Q3 2022 | 17 | $4.3M |
| Q2 2022 | 22 | $6.7M |
| Q1 2022 | 18 | $7.8M |
| Q4 2021 | 22 | $11.3M |
| Q3 2021 | 24 | $13.8M |
| Q2 2021 | 23 | $12.7M |
| Q1 2021 | 24 | $10.8M |