SEC 13F Intelligence

FIDUCIARY CLAYMORE ENGRY INF

CUSIP 31647Q205

Fiduciary Claymore Engry Inf has 31 institutional holders in Filings Flow’s 13F database, together reporting 875.2K shares worth $9M as of Q4 2021. The largest reported holders are Ameritas Investment Company, LLC, Cornerstone Advisory, LLC, and Wny Asset Management, LLC.

Institutional Holders
31
Q4 2021
Reported Value
$9M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q2 ’21: 36Q2 ’21Q4 ’21: 31Q4 ’21filingsflow.com
Total reported value
Q2 ’21: $9MQ2 ’21Q4 ’21: $9MQ4 ’21filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Matisse Capital$234M AUM0.56%$806,00077.8KQ4 2021
WNY Asset Management, LLC$967M AUM0.47%$2M151.7KQ4 2021
Cornerstone Advisory, LLC$1.1B AUM0.29%$2M194.0KQ4 2021
Private Wealth Strategies, L.L.C.$498M AUM0.26%$1M109.3KQ4 2021
Quantedge Capital Pte Ltd$183M AUM0.22%$531,00051.3KQ4 2021
HBW ADVISORY SERVICES LLC$949M AUM0.13%$498,00039.4KQ2 2021OLDER
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.06%$1M104.3KQ1 2021OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.06%$272,00025.0KQ4 2021
Thomas J. Herzfeld Advisors, Inc.$294M AUM0.06%$128,00013.0KQ1 2021OLDER
Eidelman Virant Capital$136M AUM0.04%$103,00010.0KQ4 2021
KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM0.01%$410,00039.6KQ4 2021
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$594,00057.3KQ4 2021
Ranch Capital Advisors Inc.$277M AUM0.00%$4,000420Q3 2021OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$825,00079.6KQ4 2021
Parisi Gray Wealth Management$487M AUM0.00%$3,000240Q2 2021OLDER
Truvestments Capital LLC$554M AUM0.00%$2,000150Q4 2021
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$2,000160Q3 2021OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$434,00041.8KQ4 2021
Clearview Wealth Advisors LLC$158M AUM0.00%$1,000140Q3 2021OLDER
ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM0.00%$1,000100Q2 2021OLDER
RGT Wealth Advisors, LLC$627M AUM0.00%$3,000307Q4 2021
Spire Wealth Management$3.3B AUM0.00%$16,0001.5KQ4 2021
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC$654M AUM0.00%$2,000161Q4 2021
CENTRAL TRUST Co$5.1B AUM0.00%$6,000600Q1 2021OLDER
Ameritas Investment Company, LLC$2.2B AUM0.00%$2M240Q1 2021OLDER
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$207,00020.0KQ4 2021
Tradewinds Capital Management, LLC$504M AUM0.00%$1,00095Q4 2021
Geneos Wealth Management Inc.$4.3B AUM0.00%$4,000435Q4 2021
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$2,000160Q4 2021
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$306,00028.7KQ3 2021OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$2,000123Q2 2021OLDER
UBS Group AG$666.3B AUM0.00%$103,0009.9KQ4 2021
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$33,0003.2KQ4 2021
WHITTIER TRUST CO$8.9B AUM0.00%$1,00049Q4 2021
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$7,000700Q4 2021
Parkside Financial Bank & Trust$1.3B AUM$040Q4 2021
US BANCORP \DE\$82.4B AUM$047Q1 2021OLDER
IFP Advisors, Inc$4.8B AUM$00Q2 2021OLDER
Tower Research Capital LLC (TRC)$3.8B AUM$020Q4 2021
JANICZEK WEALTH MANAGEMENT, LLC$477M AUM$014Q4 2021
Rockefeller Capital Management L.P.$56.4B AUM$070Q4 2021
Hudock, Inc.$680M AUM$052Q4 2021

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