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This page summarizes the FIBR 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 FIBR 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 FIBR Share Count |
Bank of Montreal Can |
1,539 |
3,932 |
+2,393 |
+155.49% |
Jane Street Group LLC |
29,993 |
65,944 |
+35,951 |
+119.86% |
Ameriprise Financial Inc. |
70,481 |
77,855 |
+7,374 |
+10.46% |
Spire Wealth Management |
347 |
353 |
+6 |
+1.73% |
CWM LLC |
104 |
105 |
+1 |
+0.96% |
Bank of America Corp DE |
3,428 |
3,455 |
+27 |
+0.79% |
13F Filers Reporting New Positions In FIBR |
Wells Fargo & Company MN |
0 |
0 |
UNCH |
100% |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Royal Bank of Canada |
0 |
7,384 |
+7,384 |
+100% |
Robinson Smith Wealth Advisors LLC |
0 |
3,628 |
+3,628 |
+100% |
Quadcap Wealth Management LLC |
0 |
3,637 |
+3,637 |
+100% |
13F Filers With Unchanged Share Count |
Valley National Advisers Inc. |
174 |
174 |
UNCH |
0.00% |
Morgan Stanley |
5 |
5 |
UNCH |
0.00% |
AdvisorNet Financial Inc |
1 |
1 |
UNCH |
0.00% |
Raymond James Financial Services Advisors Inc. |
5,453 |
5,453 |
UNCH |
0.00% |
Cetera Advisors LLC |
3,954 |
3,954 |
UNCH |
0.00% |
Sunbelt Securities Inc. |
22 |
22 |
UNCH |
0.00% |
Farther Finance Advisors LLC |
10 |
10 |
UNCH |
0.00% |
13F Filers Decreasing FIBR Share Count |
Citadel Advisors LLC |
5,294 |
2,319 |
-2,975 |
-56.20% |
Advisor Group Holdings Inc. |
3,669 |
1,666 |
-2,003 |
-54.59% |
LPL Financial LLC |
6,687 |
4,162 |
-2,525 |
-37.76% |
Patriot Investment Management Inc. |
4,516 |
3,916 |
-600 |
-13.29% |
Investment Advisory Group LLC |
4,912 |
4,295 |
-617 |
-12.56% |
Cetera Investment Advisers |
2,875 |
2,640 |
-235 |
-8.17% |
BlackRock Inc. |
166,813 |
162,801 |
-4,012 |
-2.41% |
Honkamp Krueger Financial Services Inc. |
9,752 |
9,694 |
-58 |
-0.59% |
13F Filers Exiting FIBR |
Hibernia Wealth Partners LLC |
404 |
0 |
-404 |
-100.00% |
True Link Financial Advisors LLC |
21,792 |
0 |
-21,792 |
-100.00% |
Legacy Financial Group LLC |
38 |
0 |
-38 |
-100.00% |
UBS Group AG |
60 |
0 |
-60 |
-100.00% |
Optimum Investment Advisors |
1,000 |
0 |
-1,000 |
-100.00% |
JPMorgan Chase & Co. |
1 |
0 |
-1 |
-100.00% |
See Summary: Institutional Holders of FIBR
See Details: Top 10 Hedge Funds Holding FIBR
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