|
|
|
This page summarizes the DBEM holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether DBEM is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
13F Filers Increasing DBEM Share Count |
SILVER OAK SECURITIES Inc |
3,005 |
75,257 |
+72,252 |
+2404.39% |
Cetera Investment Advisers |
20,580 |
31,908 |
+11,328 |
+55.04% |
LPL Financial LLC |
32,695 |
50,452 |
+17,757 |
+54.31% |
Ameriprise Financial Inc. |
73,973 |
87,542 |
+13,569 |
+18.34% |
Kestra Private Wealth Services LLC |
277,317 |
321,695 |
+44,378 |
+16.00% |
Wells Fargo & Company MN |
120,441 |
135,828 |
+15,387 |
+12.78% |
Drake & Associates LLC |
203,534 |
228,211 |
+24,677 |
+12.12% |
Cambridge Investment Research Advisors Inc. |
65,134 |
70,535 |
+5,401 |
+8.29% |
Centaurus Financial Inc. |
245,328 |
260,093 |
+14,765 |
+6.02% |
Tower Wealth Partners Inc. |
195,402 |
206,526 |
+11,124 |
+5.69% |
Raymond James Financial Services Advisors Inc. |
18,045 |
18,783 |
+738 |
+4.09% |
Advisor Group Holdings Inc. |
41,389 |
42,746 |
+1,357 |
+3.28% |
Kestra Advisory Services LLC |
83,935 |
86,044 |
+2,109 |
+2.51% |
Commonwealth Equity Services LLC |
71,096 |
72,145 |
+1,049 |
+1.48% |
IFP Advisors Inc |
271 |
274 |
+3 |
+1.11% |
13F Filers Reporting New Positions In DBEM |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
JPMorgan Chase & Co. |
0 |
9,954 |
+9,954 |
+100% |
Susquehanna International Group LLP |
0 |
16,900 |
+16,900 |
+100% |
Atria Investments LLC |
0 |
74,229 |
+74,229 |
+100% |
Cerity Partners LLC |
0 |
50,380 |
+50,380 |
+100% |
Sound Income Strategies LLC |
0 |
526 |
+526 |
+100% |
Scarborough Advisors LLC |
0 |
5,471 |
+5,471 |
+100% |
Bell Investment Advisors Inc |
0 |
396 |
+396 |
+100% |
OxenFree Capital LLC |
0 |
17,920 |
+17,920 |
+100% |
Sachetta LLC |
0 |
60,942 |
+60,942 |
+100% |
Atlantic Edge Private Wealth Management LLC |
0 |
838 |
+838 |
+100% |
13F Filers With Unchanged Share Count |
US Bancorp DE |
649 |
649 |
UNCH |
0.00% |
Royal Bank of Canada |
350 |
350 |
UNCH |
0.00% |
13F Filers Decreasing DBEM Share Count |
Ameritas Advisory Services LLC |
291,989 |
187,861 |
-104,128 |
-35.66% |
Morgan Stanley |
31,321 |
22,934 |
-8,387 |
-26.78% |
Provence Wealth Management Group |
1,952 |
1,531 |
-421 |
-21.57% |
National Bank of Canada FI |
201 |
162 |
-39 |
-19.40% |
USAdvisors Wealth Management LLC |
106,927 |
92,102 |
-14,825 |
-13.86% |
Sugarloaf Wealth Management LLC |
1,476 |
1,280 |
-196 |
-13.28% |
Bank of America Corp DE |
126,052 |
113,917 |
-12,135 |
-9.63% |
RDA Financial Network |
50,706 |
48,845 |
-1,861 |
-3.67% |
Mariner LLC |
11,617 |
11,232 |
-385 |
-3.31% |
UBS Group AG |
53,738 |
52,820 |
-918 |
-1.71% |
Empirical Asset Management LLC |
75,051 |
73,948 |
-1,103 |
-1.47% |
First Manhattan Co. |
297 |
293 |
-4 |
-1.35% |
Envestnet Asset Management Inc. |
18,493 |
18,383 |
-110 |
-0.59% |
13F Filers Exiting DBEM |
Orion Portfolio Solutions LLC |
17,866 |
0 |
-17,866 |
-100.00% |
Jane Street Group LLC |
41,909 |
0 |
-41,909 |
-100.00% |
Flow Traders U.S. LLC |
21,724 |
0 |
-21,724 |
-100.00% |
OLD Mission Capital LLC |
10,105 |
0 |
-10,105 |
-100.00% |
See Summary: Institutional Holders of DBEM
See Details: Top 10 Hedge Funds Holding DBEM
|
|