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This page summarizes the EMD holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether EMD 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 | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EMD Share Count |
|---|
| HighTower Advisors LLC |
10,023 |
80,180 |
+70,157 |
+699.96% |
| Moloney Securities Asset Management LLC |
10,340 |
30,935 |
+20,595 |
+199.18% |
| Landscape Capital Management L.L.C. |
106,470 |
211,059 |
+104,589 |
+98.23% |
| Cambridge Investment Research Advisors Inc. |
10,578 |
17,645 |
+7,067 |
+66.81% |
| Allspring Global Investments Holdings LLC |
891,948 |
1,251,352 |
+359,404 |
+40.29% |
| Uncommon Cents Investing LLC |
12,900 |
15,600 |
+2,700 |
+20.93% |
| Park Avenue Securities LLC |
27,523 |
32,659 |
+5,136 |
+18.66% |
| Raymond James & Associates |
151,799 |
178,836 |
+27,037 |
+17.81% |
| Gould Asset Management LLC CA |
35,965 |
38,985 |
+3,020 |
+8.40% |
| Ironsides Asset Advisors LLC |
23,971 |
25,942 |
+1,971 |
+8.22% |
| Cornerstone Planning Group LLC |
47 |
50 |
+3 |
+6.38% |
| LPL Financial LLC |
304,266 |
323,256 |
+18,990 |
+6.24% |
| Mutual Advisors LLC |
65,381 |
66,868 |
+1,487 |
+2.27% |
| Raymond James Financial Services Advisors Inc. |
397,686 |
405,362 |
+7,676 |
+1.93% |
| Pinnacle Wealth Planning Services Inc. |
17,095 |
17,307 |
+212 |
+1.24% |
| Wells Fargo & Company MN |
719,729 |
726,546 |
+6,817 |
+0.95% |
| Occidental Asset Management LLC |
10,497 |
10,576 |
+79 |
+0.75% |
| 13F Filers Reporting New Positions In EMD |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Assetmark Inc. |
0 |
334 |
+334 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
33,205 |
+33,205 |
+100% |
| Moors & Cabot Inc. |
0 |
32,850 |
+32,850 |
+100% |
| FNY Investment Advisers LLC |
0 |
1,400 |
+1,400 |
+100% |
| Arkadios Wealth Advisors |
0 |
10,037 |
+10,037 |
+100% |
| Opal Wealth Advisors LLC |
0 |
238 |
+238 |
+100% |
| Gilliland Jeter Wealth Management LLC |
0 |
1,000 |
+1,000 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| US Bancorp DE |
5,000 |
5,000 |
UNCH |
0.00% |
| The PNC Financial Services Group Inc. |
315 |
315 |
UNCH |
0.00% |
| NBC Securities Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| Klingman & Associates LLC |
12,581 |
12,581 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
80 |
80 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
810 |
810 |
UNCH |
0.00% |
| Advisor OS LLC |
36,675 |
36,675 |
UNCH |
0.00% |
| Avion Wealth |
1,039 |
1,039 |
UNCH |
0.00% |
| Spire Wealth Management |
5,206 |
5,206 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
16,138 |
16,138 |
UNCH |
0.00% |
| Dakota Community Bank & Trust NA |
100 |
100 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
19,900 |
19,900 |
UNCH |
0.00% |
| Peoples Bank KS |
3,500 |
3,500 |
UNCH |
0.00% |
| 13F Filers Decreasing EMD Share Count |
|---|
| Advisor Group Holdings Inc. |
402,304 |
23,691 |
-378,613 |
-94.11% |
| Camelot Portfolios LLC |
82,431 |
61,315 |
-21,116 |
-25.62% |
| Bellevue Asset Management LLC |
2,114 |
1,757 |
-357 |
-16.89% |
| Sowell Financial Services LLC |
28,337 |
27,437 |
-900 |
-3.18% |
| Janney Montgomery Scott LLC |
64,505 |
62,528 |
-1,977 |
-3.06% |
| Commonwealth Equity Services LLC |
19,762 |
19,685 |
-77 |
-0.39% |
| 13F Filers Exiting EMD |
|---|
| Advisor Resource Council |
19,453 |
0 |
-19,453 |
-100.00% |
| International Assets Investment Management LLC |
5,526 |
0 |
-5,526 |
-100.00% |
| Ieq Capital LLC |
16,928 |
0 |
-16,928 |
-100.00% |
| Advisory Services Network LLC |
1,708 |
0 |
-1,708 |
-100.00% |
| CTC Alternative Strategies Ltd. |
15,180 |
0 |
-15,180 |
-100.00% |
See Summary: Institutional Holders of EMD
See Details: Top 10 Hedge Funds Holding EMD
Also See: EMD Insider Buying
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