LISTED FD TR (PLCY)
Institutional ownership reported to the SEC as of Q2 2020, across 7 quarters.
8
Reporting holders
$894.0K
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $365.0K | 15,777 | 0.00% | 2q | +5.2%+$17.9K |
| IHT Wealth Management, LLC | $205.0K | 8,860 | 0.03% | new | NEW |
| IFP Advisors, Inc | $138.0K | 6,071 | 0.01% | 4q | -68.6%-$302.0K |
| ROYAL BANK OF CANADA | $88.0K | 3,783 | 0.00% | 6q | +243.9%+$62.4K |
| OPTIMUM INVESTMENT ADVISORS | $34.0K | 1,450 | 0.01% | 2q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $33.0K | 1,438 | 0.00% | 2q | +186.5%+$21.5K |
| UBS Group AG | $29.0K | 1,241 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.0K | 70 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2020 | 8 | $894.0K | 38,690 | 2 | 3 | 1 | 0.0% |
| Q1 2020 | 6 | $716.0K | 37,480 | 2 | 1 | 1 | 0.0% |
| Q4 2019 | 3 | $86.0K | 3,496 | 0 | 1 | 1 | 0.0% |
| Q3 2019 | 6 | $746.0K | 34,580 | 2 | 0 | 3 | 0.0% |
| Q2 2019 | 6 | $1.8M | 82,605 | 3 | 1 | 1 | 0.0% |
| Q1 2019 | 4 | $325.0K | 15,470 | 4 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $245.0K | 12,939 | 0 | 0 | 0 | 0.0% |