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This page summarizes the HYDB 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 HYDB 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 HYDB Share Count |
|---|
| Advisory Services Network LLC |
591 |
10,848 |
+10,257 |
+1735.53% |
| Raymond James Financial Services Advisors Inc. |
21,671 |
211,942 |
+190,271 |
+878.00% |
| Cambridge Investment Research Advisors Inc. |
8,330 |
38,518 |
+30,188 |
+362.40% |
| Commonwealth Equity Services LLC |
12,957 |
50,948 |
+37,991 |
+293.21% |
| HighTower Advisors LLC |
9,434 |
33,508 |
+24,074 |
+255.18% |
| Capital Investment Advisors LLC |
5,515 |
10,073 |
+4,558 |
+82.65% |
| Sunbelt Securities Inc. |
1,033 |
1,825 |
+792 |
+76.67% |
| Outlook Wealth Advisors LLC |
139,322 |
204,238 |
+64,916 |
+46.59% |
| Global Retirement Partners LLC |
426 |
609 |
+183 |
+42.96% |
| Dynamic Advisor Solutions LLC |
5,772 |
7,301 |
+1,529 |
+26.49% |
| Apollon Wealth Management LLC |
13,005 |
16,276 |
+3,271 |
+25.15% |
| Hennion & Walsh Asset Management Inc. |
165,841 |
194,414 |
+28,573 |
+17.23% |
| Glass Jacobson Investment Advisors llc |
6,340 |
7,206 |
+866 |
+13.66% |
| FFG Retirement Advisors LLC |
18,829 |
20,925 |
+2,096 |
+11.13% |
| Absolute Capital Management LLC |
4,805 |
5,274 |
+469 |
+9.76% |
| Financial Advisory Corp UT ADV |
20,229 |
22,149 |
+1,920 |
+9.49% |
| Sowell Financial Services LLC |
10,156 |
10,844 |
+688 |
+6.77% |
| Creative Financial Designs Inc. ADV |
1,326 |
1,395 |
+69 |
+5.20% |
| AdvisorNet Financial Inc |
1,257 |
1,311 |
+54 |
+4.30% |
| IMA Wealth Inc. |
251,301 |
262,015 |
+10,714 |
+4.26% |
| Armor Investment Advisors LLC |
16,112 |
16,599 |
+487 |
+3.02% |
| Seamount Financial Group Inc. |
6,964 |
7,139 |
+175 |
+2.51% |
| Integrated Advisors Network LLC |
7,749 |
7,884 |
+135 |
+1.74% |
| 13F Filers Reporting New Positions In HYDB |
|---|
| NBT Bank N A NY |
0 |
17 |
+17 |
+100% |
| State of New Jersey Common Pension Fund D |
0 |
500,000 |
+500,000 |
+100% |
| Mather Group LLC. |
0 |
945 |
+945 |
+100% |
| Private Advisor Group LLC |
0 |
42,259 |
+42,259 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
178 |
+178 |
+100% |
| Sontag Advisory LLC |
0 |
42,343 |
+42,343 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
46 |
+46 |
+100% |
| Mutual Advisors LLC |
0 |
5,421 |
+5,421 |
+100% |
| Insight Wealth Strategies LLC |
0 |
69,265 |
+69,265 |
+100% |
| Claro Advisors LLC |
0 |
10,231 |
+10,231 |
+100% |
| Geneos Wealth Management Inc. |
0 |
2,091 |
+2,091 |
+100% |
| Arden Trust Co |
0 |
196,887 |
+196,887 |
+100% |
| Tennessee Valley Asset Management Partners |
0 |
8,605 |
+8,605 |
+100% |
| Legacy Financial Group LLC |
0 |
41,446 |
+41,446 |
+100% |
| Cottonwood Capital Advisors LLC |
0 |
42,185 |
+42,185 |
+100% |
| Prosperity Consulting Group LLC |
0 |
4,405 |
+4,405 |
+100% |
| City State Bank |
0 |
40 |
+40 |
+100% |
| Focus Financial Network Inc. |
0 |
4,569 |
+4,569 |
+100% |
| Richardson Financial Services Inc. |
0 |
22 |
+22 |
+100% |
| Triad Wealth Partners LLC |
0 |
63,983 |
+63,983 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
1,134 |
1,134 |
UNCH |
0.00% |
| Matthew Goff Investment Advisor LLC |
7,346 |
7,346 |
UNCH |
0.00% |
| Adirondack Trust Co. |
554 |
554 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
1,175 |
1,175 |
UNCH |
0.00% |
| Madrona Financial Services LLC |
6,165 |
6,165 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
306 |
306 |
UNCH |
0.00% |
| Spectrum Wealth Counsel LLC |
279 |
279 |
UNCH |
0.00% |
| 13F Filers Decreasing HYDB Share Count |
|---|
| Proequities Inc. |
2,551 |
174 |
-2,377 |
-93.18% |
| Fermata Advisors LLC |
50,648 |
8,233 |
-42,415 |
-83.74% |
| Envestnet Portfolio Solutions Inc. |
75,167 |
15,568 |
-59,599 |
-79.29% |
| Park Place Capital Corp |
3,668 |
1,004 |
-2,664 |
-72.63% |
| Park Avenue Securities LLC |
32,002 |
9,162 |
-22,840 |
-71.37% |
| Bank of New York Mellon Corp |
21,082 |
8,988 |
-12,094 |
-57.37% |
| Janney Montgomery Scott LLC |
25,262 |
11,318 |
-13,944 |
-55.20% |
| First Horizon Advisors Inc. |
233 |
115 |
-118 |
-50.64% |
| Spire Wealth Management |
504 |
317 |
-187 |
-37.10% |
| CWM LLC |
301,839 |
255,075 |
-46,764 |
-15.49% |
| Strategic Blueprint LLC |
13,896 |
11,928 |
-1,968 |
-14.16% |
| Parsons Capital Management Inc. RI |
6,447 |
5,544 |
-903 |
-14.01% |
| Aspire Private Capital LLC |
489 |
438 |
-51 |
-10.43% |
| Oxinas Partners Wealth Management LLC |
67,844 |
63,539 |
-4,305 |
-6.35% |
| Allworth Financial LP |
3,234 |
3,207 |
-27 |
-0.83% |
| 13F Filers Exiting HYDB |
|---|
| BKM Wealth Management LLC |
704 |
0 |
-704 |
-100.00% |
| Keener Financial Planning LLC |
179 |
0 |
-179 |
-100.00% |
| ORG Partners LLC |
411 |
0 |
-411 |
-100.00% |
| Simplicity Wealth LLC |
5,494 |
0 |
-5,494 |
-100.00% |
| JB Capital LLC |
6,245 |
0 |
-6,245 |
-100.00% |
| International Assets Investment Management LLC |
131,670 |
0 |
-131,670 |
-100.00% |
| Horst & Graben Wealth Management LLC |
4,605 |
0 |
-4,605 |
-100.00% |
| Bay Harbor Wealth Management LLC |
2,224 |
0 |
-2,224 |
-100.00% |
| WealthShield Partners LLC |
3,045 |
0 |
-3,045 |
-100.00% |
| Venturi Wealth Management LLC |
151 |
0 |
-151 |
-100.00% |
| FinTrust Capital Advisors LLC |
210 |
0 |
-210 |
-100.00% |
| Perigon Wealth Management LLC |
5,954 |
0 |
-5,954 |
-100.00% |
See Summary: Institutional Holders of HYDB
See Details: Top 10 Hedge Funds Holding HYDB
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