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ROOF
NYLI CBRE NextGen Real Estate ETF
ROOF
ROOF
Delisted
ROOF was delisted on the 20th of November, 2024.
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 |
|
|---|---|---|---|---|---|---|
| 26 |
IA
26
IFP Advisors
Tampa,
Florida
| $30K | – | – | – |
|
| 27 |
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $26K | – | – | – |
|
| 28 |
GI
28
Gradient Investments
Arden Hills,
Minnesota
| $15K | -$1.86K | -70 | -11% |
|
| 29 |
BCI
29
Brinker Capital Investments
Berwyn,
Pennsylvania
| $8K | – | – | – |
|
| 30 |
30
SEI Investments
Oaks,
Pennsylvania
| $8K | +$7.98K | +300 | New |
|
| 31 |
31
Creative Planning
Overland Park,
Kansas
| $4K | – | – | – |
|
| 32 |
AI
32
Atria Investments
Charlotte,
North Carolina
| – | -$526K | -19,157 | Closed |
|
| 33 |
BRWA
33
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$315K | -11,454 | Closed |
|
| 34 |
34
HighTower Advisors
Chicago,
Illinois
| – | -$207K | -7,551 | Closed |
|
| 35 |
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$24K | -882 | Closed |
|
| 36 |
WA
36
WFG Advisors
Dallas,
Texas
| – | -$20K | -741 | Closed |
|
| 37 |
HIIFS
37
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$5K | -200 | Closed |
|