LISTED FD TR (SPXZ)
Institutional ownership reported to the SEC as of Q2 2022, across 6 quarters.
9
Reporting holders
$277.0K
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $230.0K | 22,954 | 0.00% | 3q | +66.9%+$92.2K |
| UBS Group AG | $16.0K | 1,628 | 0.00% | 6q | -48.9%-$15.3K |
| NATIONAL BANK OF CANADA /FI/ | $10.0K | 1,038 | 0.00% | 3q | HELD |
| Prospera Financial Services Inc | $6.0K | 577 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $5.0K | 505 | 0.00% | 6q | HELD |
| Spire Wealth Management | $5.0K | 480 | 0.00% | 6q | HELD |
| CITIGROUP INC | $2.0K | 200 | 0.00% | 6q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.0K | 215 | 0.00% | 3q | HELD |
| Bison Wealth, LLC | $1.0K | 100 | 0.00% | 2q | 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 2022 | 9 | $277.0K | 27,697 | 0 | 1 | 1 | 0.0% |
| Q1 2022 | 9 | $267.0K | 20,057 | 2 | 2 | 2 | 0.0% |
| Q4 2021 | 8 | $939.0K | 59,245 | 2 | 2 | 0 | 0.0% |
| Q3 2021 | 9 | $616.0K | 34,903 | 0 | 1 | 3 | 0.0% |
| Q2 2021 | 15 | $1.8M | 87,848 | 2 | 5 | 1 | 0.0% |
| Q1 2021 | 15 | $1.5M | 70,929 | 14 | 0 | 0 | 0.0% |