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Overlay Shares Core Bond ETF
20.06
USD
+0.01
0.05%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.05%
5 days
0.1%
1 month
-0.79%
3 months
-2.62%
6 months
-3.79%
Year to date
-2.24%
1 year
-2.9%
5 years
-23.99%
10 years
-19.92%
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 |
1
HighTower Advisors
Chicago,
Illinois
| $8.98M | +$276K | +13,568 | +3% |
|
| 2 |
BW
2
Bison Wealth
Atlanta,
Georgia
| $4.66M | – | – | – |
|
| 3 |
IA
3
IFP Advisors
Tampa,
Florida
| $1.59M | +$109K | +5,361 | +7% |
|
| 4 |
OMC
4
Old Mission Capital
Chicago,
Illinois
| $620K | +$610K | +29,975 | New |
|
| 5 |
SSB
5
Sandy Spring Bank
Olney,
Maryland
| $417K | +$774 | +38 | +0.2% |
|
| 6 |
RFG
6
REAP Financial Group
Austin,
Texas
| $365K | -$31.9K | -1,566 | -8% |
|
| 7 |
7
JP Morgan Chase
New York
| $212K | -$283K | -13,886 | -58% |
|
| 8 |
8
Morgan Stanley
New York
| $9.58K | – | – | – |
|
| 9 |
CIA
9
Cape Investment Advisory
Mcdonough,
Georgia
| $7.24K | – | – | – |
|
| 10 |
IAIM
10
International Assets Investment Management
Orlando,
Florida
| $3.23K | +$3.18K | +156 | New |
|
| 11 |
GS
11
GTS Securities
Miami,
Florida
| – | -$492K | -23,534 | Closed |
|
| 12 |
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$268K | -12,844 | Closed |
|
| 13 |
13
Wells Fargo
San Francisco,
California
| – | -$144K | -6,896 | Closed |
|
| 14 |
14
UBS Group
Zurich,
Switzerland
| – | -$6.77K | -324 | Closed |
|