Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | 04-24-2024 | 03-31-2024 | 3302 | 25,988,153,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II SOLAR | ETF | 2101 | $1,328,000 | 29,267 | 0.01 | 0.01 | 1,404 | 5.04 | 03-31-2024 |
| DIMENSIONAL | ETF TRUST US CORE EQUITY 1 | 2102 | $1,328,000 | 22,650 | 0.01 | 22,650 | +Inf | 03-31-2024 | |
| EQT | CORP COM | 2103 | $1,328,000 | 35,814 | 0.01 | 0.01 | -26,141 | -42.19 | 03-31-2024 |
| PUTNAM ETF TRUST FOCUSED LAR | CAP | 2104 | $1,326,000 | 37,107 | 0.01 | 0.01 | -1,457 | -3.78 | 03-31-2024 |
