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Disclosery

MILN GLOBAL X FDS

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MILLE CONSU ETF (fund)

43 managers (43 13F filers) reported a position in MILN shares at 2025-03-31, 805,434 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
7
Added
17
Reduced
9
Sold out
6
Shares held by filers
805,434

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/434,605$18.7M<0.01%-33,00513F-HRTimelineGroup
LPL Financial LLC92,026$3.97M<0.01%+19,72813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY51,620$2.23M<0.01%+3,01213F-HRTimelineGroup
NewEdge Wealth, LLC38,034$1.64M0.03%+1,24513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,173$1.3M0.04%+4,94913F-HRTimelineGroup
Cetera Investment Advisers28,600$1.23M<0.01%+6,44513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,034$1.12M<0.01%+7,73013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,970$947K<0.01%-24813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,475$581K0.01%-4,33113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,427$493K<0.01%new13F-HR/ATimelineGroup
Archford Capital Strategies, LLC9,281$400K0.06%-26013F-HRTimeline
Moran Wealth Management, LLC6,496$280K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,558$240K<0.01%+13413F-HRTimelineGroup
HBW ADVISORY SERVICES LLC5,180$223K0.03%+13413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,965$214K<0.01%-1,81313F-HRTimelineGroup
GeoWealth Management, LLC4,941$213K0.01%+75913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,700$203K0.02%-85713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,312$186K<0.01%-2,53513F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,000$129K<0.01%013F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC1,934$83.4K0.01%+1,38413F-HRTimeline
NewEdge Advisors, LLC1,223$52.7K<0.01%+47113F-HRTimeline
HARBOUR INVESTMENTS, INC.953$41.1K<0.01%-7313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO819$35.3K<0.01%+1613F-HRTimelineGroup
SBI Securities Co., Ltd.665$28.7K<0.01%+213F-HRTimeline
FMR LLCin group FMR LLC616$26.6K<0.01%+30113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/586$25.3K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC422$18.2K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.415$17.9K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC375$16.2K<0.01%-30013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…288$12.4K<0.01%+5513F-HRTimelineGroup
Steward Partners Investment Advisory, L…215$9.27K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC201$8.71K<0.01%013F-HR/ATimeline
BLAIR WILLIAM & CO/IL150$6.47K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC64$2.78K<0.01%013F-HRTimeline
Painted Porch Advisors LLC43$1.85K<0.01%new13F-HRTimeline
Rossby Financial, LCC27$1.16K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15$647<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14$604<0.01%new13F-HRTimeline
AE Wealth Management LLC8$345<0.01%+313F-HRTimeline
DHJJ Financial Advisors, Ltd.2$87<0.01%013F-HRTimeline
Private Wealth Management Group, LLC1$44<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$24<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.