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Disclosery

ITEQ AMPLIFY ETF TR

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INDX FD (fund)

35 managers (35 13F filers) reported a position in ITEQ shares at 2024-12-31, 354,580 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
7
Added
6
Reduced
5
Sold out
4
Shares held by filers
354,580

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC114,205$5.88M<0.01%+4,95413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC107,720$5.55M0.01%+80,36413F-HRTimelineGroup
FLOW TRADERS U.S. LLC53,296$2.74M0.11%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,806$1.69M<0.01%-4,52113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,421$382K<0.01%013F-HRTimelineGroup
CERTUITY, LLC6,874$354K0.04%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,042$311K0.01%new13F-HRTimelineGroup
RVW Wealth, LLC4,795$247K0.02%-2,05213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,746$193K<0.01%+3613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,696$190K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,078$158K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,038$105K<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC1,409$72.5K<0.01%+1,36113F-HRTimelineGroup
IFP Advisors, Inc1,271$65.4K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,190$61.3K<0.01%+69313F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL1,000$51.5K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.595$30.6K<0.01%-21013F-HRTimeline
Glass Jacobson Investment Advisors llc451$23.2K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…400$20.6K<0.01%013F-HRTimeline
Activest Wealth Management378$19.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV352$18.1K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC325$16.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…280$14.4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\220$11.3K<0.01%-1,31013F-HRTimelineGroup
MAI Capital Management175$9.01K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$7.72K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC152$7K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC125$6.43K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources123$6.33K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$5.15K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC92$4.74K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50$2.57K<0.01%-22713F-HRTimelineGroup
Tortoise Investment Management, LLC24$1.24K<0.01%013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$53<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.