— Know what they know.
Not Investment Advice

GRNB Institutional Ownership

VanEck Green Bond ETF
1W: -0.5% 1M: -2.4% 3M: -3.6% YTD: -4.2% 1Y: -4.5% 3Y: +11.9% 5Y: -2.2%
$23.16
-0.03 (-0.13%)
 
Weekly Expected Move ±0.5%
$23 $23 $23 $23 $23
ETF AMEX · AUM $178.3M

Institutional Ownership — GRNB

90
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
89M
Total Invested
7
New Positions
36
Increased
31
Reduced
13
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (98 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 943,898 $22M +47,253 +5.3% 27Q SEC ↗
2 PFG Investments, LLC 699,390 $16M -25,514 -3.5% 10Q SEC ↗
3 NATURAL INVESTMENTS, LLC 355,772 $8M +59,207 +20.0% 3Q SEC ↗
4 Rossby Financial, LCC 292,147 $7M +27,443 +10.4% 7Q SEC ↗
5 rebel Financial LLC 242,879 $6M +9,950 +4.3% 4Q SEC ↗
6 Federation des caisses Desjardins du Q 222,770 $5M +18,537 +9.1% 33Q SEC ↗
7 Financial Engines Advisors L.L.C. 187,477 $4M +10,158 +5.7% 18Q SEC ↗
8 Betterment LLC 58,726 $1M +16,401 +38.8% 4Q SEC ↗
9 UBS Group AG 55,208 $1M +7,275 +15.2% 31Q SEC ↗
10 Vontobel Holding Ltd. 42,126 $976K -3,130 -6.9% 16Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC 41,245 $955K +1,046 +2.6% 7Q SEC ↗
12 CANANDAIGUA NATIONAL CORP NEW 38,879 $900K — +0.0% 1Q SEC ↗
13 CANANDAIGUA NATIONAL BANK & TRUST CO NEW 38,092 $882K — +0.0% 1Q SEC ↗
14 Aptus Capital Advisors, LLC 33,979 $787K +20,482 +151.8% 8Q SEC ↗
15 True Blue Financial, LLC 33,849 $784K +2,383 +7.6% 3Q SEC ↗
16 FLOW TRADERS U.S. LLC 32,824 $760K -17,236 -34.4% 2Q SEC ↗
17 Wealth Advisory Team LLC NEW 32,617 $755K — +0.0% 1Q SEC ↗
18 Smart Portfolios, LLC 31,334 $726K +1,770 +6.0% 6Q SEC ↗
19 OSAIC HOLDINGS, INC. 27,735 $642K +3,732 +15.5% 26Q SEC ↗
20 Integrated Wealth Concepts LLC 25,921 $600K +5,076 +24.4% 6Q SEC ↗
21 Live Oak Investment Partners 24,729 $573K +1,242 +5.3% 9Q SEC ↗
22 COMMONWEALTH EQUITY SERVICES, LLC 24,630 $570K +1,207 +5.2% 30Q SEC ↗
23 Clean Yield Group 24,160 $560K -9,895 -29.1% 26Q SEC ↗
24 Cambridge Investment Research Advisors 23,666 $548K +770 +3.4% 9Q SEC ↗
25 Thrivent Financial for Lutherans 22,951 $532K +1,793 +8.5% 2Q SEC ↗
26 Perennial Investment Advisors, LLC 22,796 $528K -9,635 -29.7% 3Q SEC ↗
27 GOLDMAN SACHS GROUP INC 22,065 $511K -21,390 -49.2% 2Q SEC ↗
28 Dynamic Advisor Solutions LLC 21,769 $504K -21 -0.1% 3Q SEC ↗
29 Beacon Pointe Advisors, LLC 21,407 $496K -7,563 -26.1% 9Q SEC ↗
30 Mutual Advisors, LLC 20,432 $473K +6,505 +46.7% 3Q SEC ↗
31 Golden State Wealth Management, LLC 18,603 $431K +966 +5.5% 7Q SEC ↗
32 WESBANCO BANK INC 18,260 $423K — +0.0% 22Q SEC ↗
33 BANK OF AMERICA CORP /DE 17,510 $406K -685 -3.8% 15Q SEC ↗
34 Cetera Investment Advisers 16,222 $376K +118 +0.7% 11Q SEC ↗
35 ENVESTNET ASSET MANAGEMENT INC 15,556 $360K +618 +4.1% 2Q SEC ↗
36 Creative Planning 15,057 $349K +1,848 +14.0% 14Q SEC ↗
37 CAPITAL WEALTH MANAGEMENT, LLC 14,818 $343K +283 +1.9% 7Q SEC ↗
38 Mechanics Bank Trust Department 14,485 $335K — +0.0% 6Q SEC ↗
39 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 14,352 $332K +603 +4.4% 3Q SEC ↗
40 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 13,728 $318K — +0.0% 1Q SEC ↗
41 Focus Partners Advisor Solutions, LLC 13,434 $311K -899 -6.3% 5Q SEC ↗
42 Kestra Advisory Services, LLC 13,385 $310K -214 -1.6% 4Q SEC ↗
43 AMERICAN FINANCIAL & TAX STRATEGIES IN 13,167 $305K — +0.0% 9Q SEC ↗
44 Rehmann Capital Advisory Group 12,545 $291K +575 +4.8% 14Q SEC ↗
45 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 12,400 $287K -500 -3.9% 25Q SEC ↗
46 STIFEL FINANCIAL CORP 12,103 $280K — +0.0% 4Q SEC ↗
47 NOTTINGHAM ADVISORS, INC. 11,770 $273K +643 +5.8% 29Q SEC ↗
48 VERUS CAPITAL PARTNERS, LLC 11,520 $267K +145 +1.3% 4Q SEC ↗
49 SAXON INTERESTS, INC. 11,390 $264K — +0.0% 4Q SEC ↗
50 Mason & Associates Inc 11,215 $260K -438 -3.8% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
NATURAL INVESTMENTS, LLC +59,207 +20.0% 355,772
LPL Financial LLC +47,253 +5.3% 943,898
Rossby Financial, LCC +27,443 +10.4% 292,147
Aptus Capital Advisors, LLC +20,482 +151.8% 33,979
Federation des caisses Desjardins d +18,537 +9.1% 222,770
Betterment LLC +16,401 +38.8% 58,726
Financial Engines Advisors L.L.C. +10,158 +5.7% 187,477
rebel Financial LLC +9,950 +4.3% 242,879
UBS Group AG +7,275 +15.2% 55,208
Mutual Advisors, LLC +6,505 +46.7% 20,432
Integrated Wealth Concepts LLC +5,076 +24.4% 25,921
OSAIC HOLDINGS, INC. +3,732 +15.5% 27,735
True Blue Financial, LLC +2,383 +7.6% 33,849
Apollon Wealth Management, LLC +2,355 +27.1% 11,037
Creative Planning +1,848 +14.0% 15,057
Thrivent Financial for Lutherans +1,793 +8.5% 22,951
Smart Portfolios, LLC +1,770 +6.0% 31,334
Private Advisor Group, LLC +1,744 +19.3% 10,787
Live Oak Investment Partners +1,242 +5.3% 24,729
COMMONWEALTH EQUITY SERVICES, LLC +1,207 +5.2% 24,630
Biggest Decreases (18)
HolderReducedChange %Total Shares
PFG Investments, LLC -25,514 -3.5% 699,390
GOLDMAN SACHS GROUP INC -21,390 -49.2% 22,065
FLOW TRADERS U.S. LLC -17,236 -34.4% 32,824
Clean Yield Group -9,895 -29.1% 24,160
Perennial Investment Advisors, LLC -9,635 -29.7% 22,796
CITADEL ADVISORS LLC -9,601 -48.2% 10,325
Beacon Pointe Advisors, LLC -7,563 -26.1% 21,407
Values Added Financial LLC -6,961 -42.1% 9,570
Vontobel Holding Ltd. -3,130 -6.9% 42,126
FMR LLC -1,300 -80.0% 326
WELLS FARGO & COMPANY/MN -1,195 -100.0% 0
Focus Partners Advisor Solutions, L -899 -6.3% 13,434
BANK OF AMERICA CORP /DE -685 -3.8% 17,510
FAIRVIEW CAPITAL INVESTMENT MANAGEM -500 -3.9% 12,400
Mason & Associates Inc -438 -3.8% 11,215
Kestra Advisory Services, LLC -214 -1.6% 13,385
Dynamic Advisor Solutions LLC -21 -0.1% 21,769
MORGAN STANLEY -1 -0.0% 2,115

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms