|
|
|
This page summarizes the IBD 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 IBD 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 IBD Share Count |
EverSource Wealth Advisors LLC |
1,526 |
11,146 |
+9,620 |
+630.41% |
SILVER OAK SECURITIES Inc |
26,859 |
92,673 |
+65,814 |
+245.04% |
WorthPointe LLC |
41,095 |
110,136 |
+69,041 |
+168.00% |
Citadel Advisors LLC |
16,527 |
32,480 |
+15,953 |
+96.53% |
Cetera Investment Advisers |
25,921 |
45,651 |
+19,730 |
+76.12% |
Jane Street Group LLC |
101,601 |
127,697 |
+26,096 |
+25.68% |
MML Investors Services LLC |
13,163 |
15,859 |
+2,696 |
+20.48% |
Gradient Investments LLC |
6,653 |
7,967 |
+1,314 |
+19.75% |
LifeGuide Financial Advisors LLC |
12,206 |
14,445 |
+2,239 |
+18.34% |
Sawtooth Solutions LLC |
32,865 |
36,525 |
+3,660 |
+11.14% |
LPL Financial LLC |
94,220 |
103,067 |
+8,847 |
+9.39% |
Range Financial Group LLC |
63,036 |
66,068 |
+3,032 |
+4.81% |
Commonwealth Equity Services LLC |
34,005 |
35,614 |
+1,609 |
+4.73% |
Cambridge Investment Research Advisors Inc. |
26,955 |
27,870 |
+915 |
+3.39% |
LVZ Advisors Inc. |
162,542 |
166,710 |
+4,168 |
+2.56% |
Ambassador Advisors LLC |
1,380,507 |
1,412,298 |
+31,791 |
+2.30% |
Vicus Capital |
55,670 |
56,574 |
+904 |
+1.62% |
Harbour Investments Inc. |
1,950 |
1,978 |
+28 |
+1.44% |
NBC Securities Inc. |
894 |
906 |
+12 |
+1.34% |
Ameritas Investment Partners Inc. |
1,269 |
1,283 |
+14 |
+1.10% |
CWM LLC |
12,925 |
13,066 |
+141 |
+1.09% |
Strategic Blueprint LLC |
11,729 |
11,802 |
+73 |
+0.62% |
Keel Point LLC |
105,959 |
106,464 |
+505 |
+0.48% |
Financial Advocates Investment Management |
21,650 |
21,719 |
+69 |
+0.32% |
McElhenny Sheffield Capital Management LLC |
23,742 |
23,762 |
+20 |
+0.08% |
Cyndeo Wealth Partners LLC |
16,938 |
16,941 |
+3 |
+0.02% |
13F Filers Reporting New Positions In IBD |
Wells Fargo & Company MN |
0 |
0 |
UNCH |
100% |
Principal Securities Inc. |
0 |
808 |
+808 |
+100% |
JPMorgan Chase & Co. |
0 |
2,529 |
+2,529 |
+100% |
Susquehanna International Group LLP |
0 |
47,557 |
+47,557 |
+100% |
Advisory Services Network LLC |
0 |
4,736 |
+4,736 |
+100% |
Advisory Alpha LLC |
0 |
15,248 |
+15,248 |
+100% |
Trust Point Inc. |
0 |
55,098 |
+55,098 |
+100% |
AE Wealth Management LLC |
0 |
9,354 |
+9,354 |
+100% |
Clarity Asset Management Inc. |
0 |
149 |
+149 |
+100% |
OneAscent Financial Services LLC |
0 |
14,226 |
+14,226 |
+100% |
Bare Financial Services Inc |
0 |
122,493 |
+122,493 |
+100% |
Smartleaf Asset Management LLC |
0 |
203 |
+203 |
+100% |
Hobbs Group Advisors LLC |
0 |
16,289 |
+16,289 |
+100% |
13F Filers With Unchanged Share Count |
Proequities Inc. |
1,690 |
1,690 |
UNCH |
0.00% |
Horizon Investments LLC |
74 |
74 |
UNCH |
0.00% |
Ronald Blue Trust Inc. |
11,219 |
11,219 |
UNCH |
0.00% |
Oliver Lagore Vanvalin Investment Group |
103 |
103 |
UNCH |
0.00% |
13F Filers Decreasing IBD Share Count |
Merit Financial Group LLC |
42,042 |
23,153 |
-18,889 |
-44.93% |
CWM Advisors LLC |
1,038,728 |
632,560 |
-406,168 |
-39.10% |
Advisor Group Holdings Inc. |
370,452 |
238,269 |
-132,183 |
-35.68% |
Values First Advisors Inc. |
1,018 |
686 |
-332 |
-32.61% |
StoneX Group Inc. |
14,930 |
10,835 |
-4,095 |
-27.43% |
Inspire Advisors LLC |
3,577,089 |
2,756,663 |
-820,426 |
-22.94% |
Royal Bank of Canada |
11,402 |
9,361 |
-2,041 |
-17.90% |
Avantax Advisory Services Inc. |
25,193 |
21,095 |
-4,098 |
-16.27% |
Astoria Portfolio Advisors LLC. |
44,761 |
37,685 |
-7,076 |
-15.81% |
Envestnet Asset Management Inc. |
157,194 |
139,803 |
-17,391 |
-11.06% |
Belpointe Asset Management LLC |
78,092 |
69,584 |
-8,508 |
-10.89% |
AlphaStar Capital Management LLC |
68,470 |
62,774 |
-5,696 |
-8.32% |
LaSalle St. Investment Advisors LLC |
23,357 |
21,976 |
-1,381 |
-5.91% |
Creative Financial Designs Inc. ADV |
477,162 |
455,283 |
-21,879 |
-4.59% |
Change Path LLC |
663,005 |
632,842 |
-30,163 |
-4.55% |
TrueWealth Advisors LLC |
12,821 |
12,498 |
-323 |
-2.52% |
Legacy Wealth Asset Management LLC |
126,911 |
123,907 |
-3,004 |
-2.37% |
Paradiem LLC |
58,908 |
57,881 |
-1,027 |
-1.74% |
Atria Wealth Solutions Inc. |
44,721 |
44,060 |
-661 |
-1.48% |
Raymond James Financial Services Advisors Inc. |
38,991 |
38,421 |
-570 |
-1.46% |
PAX Financial Group LLC |
559,963 |
559,625 |
-338 |
-0.06% |
13F Filers Exiting IBD |
Allen Capital Group LLC |
11,213 |
0 |
-11,213 |
-100.00% |
Morgan Stanley |
1,909 |
0 |
-1,909 |
-100.00% |
See Summary: Institutional Holders of IBD
See Details: Top 10 Hedge Funds Holding IBD
|
|