ETF - EXCHANGE TRADED (PALL)

CUSIP: 26923A106

Q1 2020 13F Holders as of 31 Mar 2020

SEC-reported market price (% of par)
23076.92%
Principal change
$0
Number of holders
1

Security key

26923A106

Report period

Q1 2020

Institutions

1

Top holders

1

Ownership snapshot

Top reported holders of PALL - ETF - EXCHANGE TRADED (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Legend Financial Advisors...
Disclosed value leader
Legend Financial Advisors...
Comparable rows
0/15
Latest evidence
31 Dec 2019
13F Highest disclosed value: $18,346,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Legend Financial Advisors, Inc. has the largest disclosed position value at $18.35M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Legend Financial Advisors, Inc.'s linked filing trail.
Disclosed position value Top 5
Legend Financial Advisors, Inc. $18.35M
BANK OF AMERICA CORP /DE/ $13.23M
SEARCY FINANCIAL SERVICES INC /ADV $9.68M
Prostatis Group LLC $7.12M
Integrated Advisors Network LLC $4.65M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Legend Financial Advisors, Inc.
13F
Company
13F
—
denominator unverified
$18,346,000
100,109 shares
— 31 Dec 2019
BANK OF AMERICA CORP /DE/
13F
Company
13F
—
denominator unverified
$13,234,000
72,212 shares
— 31 Dec 2019
SEARCY FINANCIAL SERVICES INC /ADV
13F
Company
13F
—
denominator unverified
$9,678,000
52,810 shares
— 31 Dec 2019
Prostatis Group LLC
13F
Company
13F
—
denominator unverified
$7,116,536
38,833 shares
— 31 Dec 2019
Integrated Advisors Network LLC
13F
Company
13F
—
denominator unverified
$4,654,000
25,395 shares
— 31 Dec 2019
JPMORGAN CHASE & CO
13F
Company
13F
—
denominator unverified
$4,220,000
23,029 shares
— 31 Dec 2019
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
1
Principal
$26
Rows available
1
Investor Option Weight % Change % SEC-reported value * Price (% of par) Principal Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2020 vs Q1 2026 Across Filers

Q1 2026 holders
1
Q1 2020 holders
1
Holder diff
0
Investor Q1 2026 Shares Q1 2020 Shares Share Diff Share Chg % Q1 2026 value Q1 2020 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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