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This page summarizes the FINX 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 FINX 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 FINX Share Count |
FMR LLC |
1 |
77 |
+76 |
+7600.00% |
Advisor Group Holdings Inc. |
42,571 |
403,509 |
+360,938 |
+847.85% |
Tower Research Capital LLC TRC |
446 |
3,825 |
+3,379 |
+757.62% |
Phoenix Wealth Advisors |
15,022 |
30,324 |
+15,302 |
+101.86% |
Macroview Investment Management LLC |
66 |
127 |
+61 |
+92.42% |
Mirae Asset Global Investments Co. Ltd. |
220,787 |
332,067 |
+111,280 |
+50.40% |
Hexagon Capital Partners LLC |
20 |
30 |
+10 |
+50.00% |
Susquehanna International Group LLP |
40,797 |
52,768 |
+11,971 |
+29.34% |
Citadel Advisors LLC |
28,622 |
35,926 |
+7,304 |
+25.52% |
Banco Santander S.A. |
13,285 |
15,375 |
+2,090 |
+15.73% |
Signaturefd LLC |
1,000 |
1,150 |
+150 |
+15.00% |
Insight Advisors LLC PA |
61,824 |
70,492 |
+8,668 |
+14.02% |
Pinnacle Financial Group LLC IL |
20,333 |
21,624 |
+1,291 |
+6.35% |
MML Investors Services LLC |
95,269 |
100,452 |
+5,183 |
+5.44% |
Blair William & Co. IL |
1,429 |
1,498 |
+69 |
+4.83% |
Citigroup Inc. |
40,732 |
42,443 |
+1,711 |
+4.20% |
Creative Financial Designs Inc. ADV |
15,788 |
16,386 |
+598 |
+3.79% |
UBS Group AG |
352,819 |
360,160 |
+7,341 |
+2.08% |
Cambridge Investment Research Advisors Inc. |
35,237 |
35,523 |
+286 |
+0.81% |
GWM Advisors LLC |
1,234 |
1,238 |
+4 |
+0.32% |
Eagle Strategies LLC |
56,850 |
56,970 |
+120 |
+0.21% |
Parallel Advisors LLC |
506 |
507 |
+1 |
+0.20% |
13F Filers Reporting New Positions In FINX |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Howe & Rusling Inc. |
0 |
489 |
+489 |
+100% |
UMB Bank N A MO |
0 |
530 |
+530 |
+100% |
Jaffetilchin Investment Partners LLC |
0 |
8,097 |
+8,097 |
+100% |
Advisory Services Network LLC |
0 |
29 |
+29 |
+100% |
Richardson Capital Management LLC |
0 |
200 |
+200 |
+100% |
Mirador Capital Partners LP |
0 |
8,127 |
+8,127 |
+100% |
Price Capital Management Inc. |
0 |
29,600 |
+29,600 |
+100% |
IHT Wealth Management LLC |
0 |
13,466 |
+13,466 |
+100% |
Financial Advocates Investment Management |
0 |
8,583 |
+8,583 |
+100% |
Beacon Pointe Advisors LLC |
0 |
8,232 |
+8,232 |
+100% |
Cox Capital Mgt LLC |
0 |
41,761 |
+41,761 |
+100% |
MONECO Advisors LLC |
0 |
76,158 |
+76,158 |
+100% |
Kingsview Wealth Management LLC |
0 |
44,702 |
+44,702 |
+100% |
International Assets Investment Management LLC |
0 |
15,981 |
+15,981 |
+100% |
Accretive Wealth Partners LLC |
0 |
8,400 |
+8,400 |
+100% |
Bell Investment Advisors Inc |
0 |
437 |
+437 |
+100% |
Halpern Financial Inc. |
0 |
155 |
+155 |
+100% |
BKM Wealth Management LLC |
0 |
125 |
+125 |
+100% |
13F Filers With Unchanged Share Count |
US Bancorp DE |
2,115 |
2,115 |
UNCH |
0.00% |
Barclays PLC |
6,020 |
6,020 |
UNCH |
0.00% |
Salem Investment Counselors Inc. |
184 |
184 |
UNCH |
0.00% |
National Bank of Canada FI |
8,920 |
8,920 |
UNCH |
0.00% |
Duncker Streett & Co. Inc. |
1,076 |
1,076 |
UNCH |
0.00% |
Hollencrest Capital Management |
375 |
375 |
UNCH |
0.00% |
Private Trust Co. NA |
386 |
386 |
UNCH |
0.00% |
Blue Bell Private Wealth Management LLC |
25 |
25 |
UNCH |
0.00% |
Meitav Dash Investments Ltd. |
15,978 |
15,978 |
UNCH |
0.00% |
AdvisorNet Financial Inc |
533 |
533 |
UNCH |
0.00% |
Migdal Insurance & Financial Holdings Ltd. |
1,960 |
1,960 |
UNCH |
0.00% |
Sandy Spring Bank |
80 |
80 |
UNCH |
0.00% |
Gradient Investments LLC |
200 |
200 |
UNCH |
0.00% |
Baystate Wealth Management LLC |
1,103 |
1,103 |
UNCH |
0.00% |
JFS Wealth Advisors LLC |
418 |
418 |
UNCH |
0.00% |
Financial Advisory Service Inc. |
944 |
944 |
UNCH |
0.00% |
IFP Advisors Inc |
135 |
135 |
UNCH |
0.00% |
Institutional & Family Asset Management LLC |
346 |
346 |
UNCH |
0.00% |
Lindbrook Capital LLC |
4,521 |
4,521 |
UNCH |
0.00% |
Legend Financial Advisors Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
Archer Investment Corp |
248 |
248 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
12 |
12 |
UNCH |
0.00% |
Coppell Advisory Solutions LLC |
100 |
100 |
UNCH |
0.00% |
Spire Wealth Management |
236 |
236 |
UNCH |
0.00% |
Key Client Fiduciary Advisors LLC |
12,246 |
12,246 |
UNCH |
0.00% |
Ritter Daniher Financial Advisory LLC DE |
130 |
130 |
UNCH |
0.00% |
Farther Finance Advisors LLC |
500 |
500 |
UNCH |
0.00% |
TD Waterhouse Canada Inc. |
55 |
55 |
UNCH |
0.00% |
13F Filers Decreasing FINX Share Count |
Qube Research & Technologies Ltd |
297 |
49 |
-248 |
-83.50% |
Essex LLC |
61,851 |
31,636 |
-30,215 |
-48.85% |
Comerica Bank |
1,326 |
750 |
-576 |
-43.44% |
Commonwealth Equity Services LLC |
36,507 |
23,387 |
-13,120 |
-35.94% |
Fisher Asset Management LLC |
38,485 |
25,456 |
-13,029 |
-33.85% |
Glenview Trust Co |
23,490 |
15,652 |
-7,838 |
-33.37% |
Simplex Trading LLC |
2,254 |
1,525 |
-729 |
-32.34% |
Jane Street Group LLC |
340,333 |
236,004 |
-104,329 |
-30.65% |
Steward Partners Investment Advisory LLC |
1,275 |
895 |
-380 |
-29.80% |
Wells Fargo & Company MN |
210,409 |
152,982 |
-57,427 |
-27.29% |
Wealthfront Advisers LLC |
18,960 |
14,149 |
-4,811 |
-25.37% |
Change Path LLC |
74,283 |
55,530 |
-18,753 |
-25.25% |
Joseph P. Lucia & Associates LLC |
18,765 |
14,271 |
-4,494 |
-23.95% |
HighTower Advisors LLC |
46,149 |
36,049 |
-10,100 |
-21.89% |
Bbjs Financial Advisors LLC |
221,438 |
174,075 |
-47,363 |
-21.39% |
Captrust Financial Advisors |
18,245 |
14,695 |
-3,550 |
-19.46% |
Cetera Investment Advisers |
40,302 |
32,484 |
-7,818 |
-19.40% |
Covestor Ltd |
2,008 |
1,627 |
-381 |
-18.97% |
Tocqueville Asset Management L.P. |
50,950 |
41,730 |
-9,220 |
-18.10% |
GeoWealth Management LLC |
16,104 |
13,272 |
-2,832 |
-17.59% |
Banque Cantonale Vaudoise |
3,300 |
2,754 |
-546 |
-16.55% |
Stifel Financial Corp |
19,504 |
16,308 |
-3,196 |
-16.39% |
Envestnet Asset Management Inc. |
51,563 |
43,855 |
-7,708 |
-14.95% |
Archford Capital Strategies LLC |
25,230 |
21,509 |
-3,721 |
-14.75% |
Aspire Private Capital LLC |
450 |
388 |
-62 |
-13.78% |
Robertson Stephens Wealth Management LLC |
30,658 |
26,456 |
-4,202 |
-13.71% |
Atria Wealth Solutions Inc. |
18,789 |
16,319 |
-2,470 |
-13.15% |
Raymond James Financial Services Advisors Inc. |
57,907 |
51,050 |
-6,857 |
-11.84% |
Gladstone Institutional Advisory LLC |
14,755 |
13,249 |
-1,506 |
-10.21% |
Bank of America Corp DE |
239,288 |
217,249 |
-22,039 |
-9.21% |
Gerber Kawasaki Wealth & Investment Management |
157,304 |
143,409 |
-13,895 |
-8.83% |
Stratos Wealth Partners LTD. |
30,690 |
27,987 |
-2,703 |
-8.81% |
Tradition Wealth Management LLC |
6,122 |
5,622 |
-500 |
-8.17% |
Ameriprise Financial Inc. |
55,207 |
50,958 |
-4,249 |
-7.70% |
Stelac Advisory Services LLC |
194,223 |
182,036 |
-12,187 |
-6.27% |
JPMorgan Chase & Co. |
101,434 |
95,748 |
-5,686 |
-5.61% |
Capital Investment Advisory Services LLC |
1,819 |
1,725 |
-94 |
-5.17% |
Morgan Stanley |
289,832 |
275,778 |
-14,054 |
-4.85% |
Royal Bank of Canada |
38,381 |
36,851 |
-1,530 |
-3.99% |
Harbour Investments Inc. |
4,586 |
4,436 |
-150 |
-3.27% |
The PNC Financial Services Group Inc. |
1,246,523 |
1,205,701 |
-40,822 |
-3.27% |
LPL Financial LLC |
181,308 |
175,953 |
-5,355 |
-2.95% |
Raymond James & Associates |
89,311 |
88,012 |
-1,299 |
-1.45% |
Advisors Management Group Inc. ADV |
12,242 |
12,141 |
-101 |
-0.83% |
13F Filers Exiting FINX |
Venturi Wealth Management LLC |
226 |
0 |
-226 |
-100.00% |
Compass Ion Advisors LLC |
10,794 |
0 |
-10,794 |
-100.00% |
Creative Planning |
321 |
0 |
-321 |
-100.00% |
CWM LLC |
52 |
0 |
-52 |
-100.00% |
Freestone Capital Holdings LLC |
11,100 |
0 |
-11,100 |
-100.00% |
Northwestern Mutual Wealth Management Co. |
164 |
0 |
-164 |
-100.00% |
Bank of Montreal Can |
12,302 |
0 |
-12,302 |
-100.00% |
Credit Suisse AG |
10,830 |
0 |
-10,830 |
-100.00% |
Valley National Advisers Inc. |
1,013 |
0 |
-1,013 |
-100.00% |
See Summary: Institutional Holders of FINX
See Details: Top 10 Hedge Funds Holding FINX
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