SEC 13F Intelligence

FIDUCIARY CLAYMORE ENGRY INF

CUSIP 31647Q106

Fiduciary Claymore Engry Inf has 55 institutional holders in Filings Flow’s 13F database, together reporting 6.72M shares worth $59M as of Q3 2019. The largest reported holders are Ima Advisory Services, Inc., Rivernorth Capital Management, LLC, and Cornerstone Advisory, LLC.

Institutional Holders
55
Q3 2019
Reported Value
$59M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’18: 54Q4 ’18Q1 ’19: 52Q1 ’19Q2 ’19: 58Q2 ’19Q3 ’19: 55Q3 ’19filingsflow.com
Total reported value
Q4 ’18: $54MQ4 ’18Q1 ’19: $70MQ1 ’19Q2 ’19: $58MQ2 ’19Q3 ’19: $59MQ3 ’19filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MARINER INVESTMENT GROUP LLC$346M AUM1.37%$1M155.0KQ4 2019OLDER
IMA Advisory Services, Inc.$1.0B AUM0.93%$3M317.9KQ4 2019OLDER
Private Wealth Strategies, L.L.C.$498M AUM0.66%$2M811.4KQ2 2020
Cornerstone Advisory, LLC$1.1B AUM0.50%$2M1.03MQ2 2020
Aristides Capital LLC$462M AUM0.23%$315,000250.3KQ1 2020OLDER
Samalin Investment Counsel, LLC$282M AUM0.15%$184,00023.3KQ4 2019OLDER
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.13%$2M1.26MQ2 2020
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.13%$766,000413.8KQ2 2020
Matisse Capital$234M AUM0.11%$269,000213.2KQ1 2020OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.06%$145,00083.8KQ2 2020
Quadrant Private Wealth Management, LLC$646M AUM0.06%$96,00051.7KQ2 2020
DOLIVER ADVISORS, LP$440M AUM0.04%$82,00044.2KQ2 2020
6 Meridian$1.4B AUM0.03%$303,000163.8KQ2 2020
ROWLAND CARMICHAEL ADVISORS INC /ADV$316M AUM0.02%$56,00030.4KQ2 2020
Quad-Cities Investment Group, LLC$278M AUM0.02%$14,00011.2KQ1 2020OLDER
KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM0.02%$441,000239.3KQ2 2020
Alpine Global Management, LLC$668M AUM0.02%$80,00063.3KQ1 2020OLDER
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV$1.5B AUM0.01%$130,00014.7KQ3 2019OLDER
Ranch Capital Advisors Inc.$277M AUM0.01%$14,00011.7KQ1 2020OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$36,00019.7KQ2 2020
Legacy Capital Partners, Inc.$304M AUM0.01%$28,00015.0KQ2 2020
OPPENHEIMER & CO INC$8.2B AUM0.01%$434,00048.9KQ3 2019OLDER
BARD ASSOCIATES INC$398M AUM0.01%$21,00011.6KQ2 2020
Walleye Capital LLC$24.0B AUM0.01%$50,00026.8KQ2 2020
BBVA USA Bancshares, Inc.$2.1B AUM0.01%$175,00094.3KQ2 2020
First National Bank of Mount Dora, Trust Investment Services$499M AUM0.01%$22,00012.0KQ2 2020
LADENBURG THALMANN FINANCIAL SERVICES INC.$15.9B AUM0.01%$1M179.0KQ4 2019OLDER
Truvestments Capital LLC$554M AUM0.01%$7,0005.8KQ1 2020OLDER
Weiss Asset Management LP$5.9B AUM0.01%$105,00011.8KQ3 2019OLDER
Curi Capital, LLC$5.6B AUM0.01%$177,00095.5KQ2 2020
Advisors Asset Management, Inc.$6.0B AUM0.01%$392,000211.8KQ2 2020
BOKF, NA$6.5B AUM0.01%$317,00040.1KQ4 2019OLDER
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.01%$89,00011.2KQ4 2019OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$570,00061.7KQ2 2020
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.00%$16,0008.6KQ2 2020
Sowell Financial Services LLC$2.7B AUM0.00%$19,0002.2KQ3 2019OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$4,000500Q4 2019OLDER
Ameritas Investment Company, LLC$2.2B AUM0.00%$6,0004.8KQ1 2020OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.00%$92,00049.5KQ2 2020
Hudock, Inc.$680M AUM0.00%$2,0001.4KQ2 2020
CIBC Private Wealth Group LLC$59.2B AUM0.00%$207,00026.3KQ4 2019OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$193,000104.3KQ2 2020
Raymond James Financial Services Advisors, Inc.$75.1B AUM0.00%$191,000103.0KQ2 2020
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$25,00020.1KQ1 2020OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M686.9KQ2 2020
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$41,00022.6KQ2 2020
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$2,000250Q3 2019OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$109,00013.7KQ4 2019OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$7,0004.0KQ2 2020
Sandy Spring Bank$2.4B AUM0.00%$4,0002.2KQ2 2020
Advisor Group, Inc.$14.5B AUM0.00%$41,0005.3KQ4 2019OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$1,000475Q2 2020
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC$654M AUM0.00%$1,000691Q2 2020
AdvisorNet Financial, Inc$1.9B AUM0.00%$2,0001.3KQ1 2020OLDER
Walleye Trading LLC$60.0B AUM0.00%$26,00013.8KQ2 2020
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$25,00013.6KQ2 2020
UBS Group AG$666.3B AUM0.00%$192,000103.6KQ2 2020
LPL Financial LLC$376.6B AUM0.00%$46,00024.8KQ2 2020
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$49,00026.7KQ2 2020
STIFEL FINANCIAL CORP$108.8B AUM0.00%$20,00015.4KQ1 2020OLDER
Gradient Investments LLC$7.2B AUM0.00%$1,000500Q2 2020
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$190,00024.2KQ4 2019OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,0005.7KQ2 2020
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$129,00069.9KQ2 2020
GLENMEDE TRUST CO NA$20.4B AUM0.00%$5,0003.0KQ2 2020
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,000750Q2 2020
Private Advisor Group, LLC$21.3B AUM0.00%$1,000345Q2 2020
CITADEL ADVISORS LLC$618.5B AUM0.00%$23,00018.0KQ1 2020OLDER
Advisory Services Network, LLC$7.5B AUM$0126Q1 2020OLDER
WHITTIER TRUST CO$8.9B AUM$0245Q2 2020
Parkside Financial Bank & Trust$1.3B AUM$0173Q2 2020

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.