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DJCI
ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039
DJCI
DJCI
Delisted
DJCI was delisted on the 9th of December, 2020.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
GWA
1
Guidant Wealth Advisors
Palatine,
Illinois
| $7.48M | -$2.01M | -130,900 | -20% |
|
| 2 |
2
Morgan Stanley
New York
| $6.4M | -$7.94M | -517,162 | -53% |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.93M | +$1.29M | +84,190 | +161% |
|
| 4 |
PAG
4
Pinnacle Advisory Group
Columbia,
Maryland
| $1.79M | +$301K | +19,638 | +18% |
|
| 5 |
5
Wells Fargo
San Francisco,
California
| $1.64M | -$39.6K | -2,581 | -2% |
|
| 6 |
ADL
6
Asset Dedication LLC
San Francisco,
California
| $43K | +$17.5K | +1,140 | +62% |
|
| 7 |
7
Bessemer Group
Woodbridge,
New Jersey
| $26K | – | – | – |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $25K | +$4.76K | +310 | +21% |
|
| 9 |
AG
9
Advisor Group
Phoenix,
Arizona
| $11K | – | – | – |
|
| 10 |
10
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
| 11 |
11
Ameriprise
Minneapolis,
Minnesota
| – | -$1M | -64,035 | Closed |
|