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This page summarizes the IYJ 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 IYJ 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 IYJ Share Count |
|---|
| MinichMacGregor Wealth Management LLC |
3,699 |
68,825 |
+65,126 |
+1760.64% |
| Sunbelt Securities Inc. |
1,382 |
6,557 |
+5,175 |
+374.46% |
| Spire Wealth Management |
280 |
600 |
+320 |
+114.29% |
| Brookstone Capital Management |
22,772 |
39,857 |
+17,085 |
+75.03% |
| Benjamin F. Edwards & Company Inc. |
1,508 |
2,460 |
+952 |
+63.13% |
| Eudaimonia Advisors LLC |
11,859 |
16,525 |
+4,666 |
+39.35% |
| Nikulski Financial Inc. |
9,540 |
12,268 |
+2,728 |
+28.60% |
| Clear Creek Financial Management LLC |
6,283 |
7,511 |
+1,228 |
+19.54% |
| Cambridge Investment Research Advisors Inc. |
48,830 |
57,514 |
+8,684 |
+17.78% |
| Stratos Wealth Partners LTD. |
2,106 |
2,455 |
+349 |
+16.57% |
| Royal Fund Management LLC |
16,391 |
17,441 |
+1,050 |
+6.41% |
| Private Advisor Group LLC |
30,612 |
32,367 |
+1,755 |
+5.73% |
| Commonwealth Equity Services LLC |
44,171 |
45,839 |
+1,668 |
+3.78% |
| Perigon Wealth Management LLC |
16,356 |
16,800 |
+444 |
+2.71% |
| Wealth Enhancement Advisory Services LLC |
2,648 |
2,718 |
+70 |
+2.64% |
| CWM LLC |
6,223 |
6,363 |
+140 |
+2.25% |
| Modus Advisors LLC |
43,915 |
44,320 |
+405 |
+0.92% |
| Benjamin Edwards Inc. |
397 |
398 |
+1 |
+0.25% |
| Shulman DeMeo Asset Management LLC |
19,310 |
19,348 |
+38 |
+0.20% |
| Grey Fox Wealth Advisors LLC |
2,252 |
2,256 |
+4 |
+0.18% |
| Ignite Planners LLC |
3,921 |
3,926 |
+5 |
+0.13% |
| Paragon Financial Partners Inc. |
2,648 |
2,650 |
+2 |
+0.08% |
| 13F Filers Reporting New Positions In IYJ |
|---|
| North Star Investment Management Corp. |
0 |
70 |
+70 |
+100% |
| Atlas Brown Inc. |
0 |
1,677 |
+1,677 |
+100% |
| WESPAC Advisors LLC |
0 |
2,124 |
+2,124 |
+100% |
| Simplex Trading LLC |
0 |
994 |
+994 |
+100% |
| Mather Group LLC. |
0 |
96 |
+96 |
+100% |
| Gradient Investments LLC |
0 |
0 |
UNCH |
100% |
| Wealthstar Advisors LLC |
0 |
3,536 |
+3,536 |
+100% |
| Well Done LLC |
0 |
1,828 |
+1,828 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
1,879 |
+1,879 |
+100% |
| Outlook Wealth Advisors LLC |
0 |
12,406 |
+12,406 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
500 |
+500 |
+100% |
| Pacifica Partners Inc. |
0 |
181 |
+181 |
+100% |
| Apeiron RIA LLC |
0 |
1,756 |
+1,756 |
+100% |
| Cadent Capital Advisors LLC |
0 |
33,553 |
+33,553 |
+100% |
| HFG Advisors Inc. |
0 |
1,612 |
+1,612 |
+100% |
| Fiduciary Alliance LLC |
0 |
1,731 |
+1,731 |
+100% |
| Norden Group LLC |
0 |
52,213 |
+52,213 |
+100% |
| Muirfield Wealth Advisors LLC |
0 |
7,430 |
+7,430 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
1,638 |
1,638 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
200 |
200 |
UNCH |
0.00% |
| First Merchants Corp |
2,098 |
2,098 |
UNCH |
0.00% |
| NBC Securities Inc. |
180 |
180 |
UNCH |
0.00% |
| Summit Financial Group Inc. |
3,200 |
3,200 |
UNCH |
0.00% |
| Norwood Financial Corp |
1,345 |
1,345 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
200 |
200 |
UNCH |
0.00% |
| Optimum Investment Advisors |
400 |
400 |
UNCH |
0.00% |
| Raymond James Trust N.A. |
3,548 |
3,548 |
UNCH |
0.00% |
| Adell Harriman & Carpenter Inc. |
7,394 |
7,394 |
UNCH |
0.00% |
| Sonata Capital Group Inc. |
2,400 |
2,400 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
117 |
117 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
975 |
975 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
1,460 |
1,460 |
UNCH |
0.00% |
| Allworth Financial LP |
284 |
284 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
11 |
11 |
UNCH |
0.00% |
| Bray Capital Advisors |
20,524 |
20,524 |
UNCH |
0.00% |
| DORCHESTER WEALTH MANAGEMENT Co |
1,800 |
1,800 |
UNCH |
0.00% |
| Avondale Wealth Management |
500 |
500 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
313 |
313 |
UNCH |
0.00% |
| CFM Wealth Partners LLC |
1,963 |
1,963 |
UNCH |
0.00% |
| Magnolia Capital Management Ltd. |
22,010 |
22,010 |
UNCH |
0.00% |
| Charter Oak Capital Management LLC |
5,353 |
5,353 |
UNCH |
0.00% |
| Rise Advisors LLC |
64 |
64 |
UNCH |
0.00% |
| Galvin Gaustad & Stein LLC |
1,800 |
1,800 |
UNCH |
0.00% |
| Bradley & Co. Private Wealth Management LLC |
70 |
70 |
UNCH |
0.00% |
| Maryland Capital Advisors Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| Chemistry Wealth Management LLC |
2,149 |
2,149 |
UNCH |
0.00% |
| Noble Family Wealth LLC |
3,600 |
3,600 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
390 |
390 |
UNCH |
0.00% |
| Planning Capital Management Corp |
135 |
135 |
UNCH |
0.00% |
| 13F Filers Decreasing IYJ Share Count |
|---|
| CX Institutional |
35,575 |
13,217 |
-22,358 |
-62.85% |
| Fortis Group Advisors LLC |
320 |
160 |
-160 |
-50.00% |
| Global Retirement Partners LLC |
735 |
413 |
-322 |
-43.81% |
| Tsfg LLC |
379 |
254 |
-125 |
-32.98% |
| Wealth Management Partners LLC |
4,990 |
3,538 |
-1,452 |
-29.10% |
| Kesler Norman & Wride LLC |
6,359 |
4,584 |
-1,775 |
-27.91% |
| Viewpoint Capital Management LLC |
325 |
235 |
-90 |
-27.69% |
| BTS Asset Management Inc. |
1,881 |
1,369 |
-512 |
-27.22% |
| GPS Wealth Strategies Group LLC |
4,514 |
3,530 |
-984 |
-21.80% |
| Tritonpoint Wealth LLC |
11,332 |
9,887 |
-1,445 |
-12.75% |
| Ables Iannone Moore & Associates Inc. |
160 |
140 |
-20 |
-12.50% |
| Fifth Third Securities Inc. |
10,113 |
8,941 |
-1,172 |
-11.59% |
| Patriot Investment Management Inc. |
2,892 |
2,670 |
-222 |
-7.68% |
| Davis Capital Management |
236 |
222 |
-14 |
-5.93% |
| Raymond James & Associates |
34,836 |
32,812 |
-2,024 |
-5.81% |
| Raymond James Financial Services Advisors Inc. |
92,906 |
88,068 |
-4,838 |
-5.21% |
| Swisher Financial Concepts Inc. |
6,342 |
6,108 |
-234 |
-3.69% |
| Congress Wealth Management LLC DE |
9,725 |
9,423 |
-302 |
-3.11% |
| Matthew Goff Investment Advisor LLC |
1,828 |
1,778 |
-50 |
-2.74% |
| Meridian Wealth Management LLC |
5,338 |
5,214 |
-124 |
-2.32% |
| Eudaimonia Partners LLC |
9,129 |
8,960 |
-169 |
-1.85% |
| AlphaMark Advisors LLC |
544 |
534 |
-10 |
-1.84% |
| Inspirion Wealth Advisors LLC |
2,794 |
2,744 |
-50 |
-1.79% |
| Private Trust Co. NA |
519 |
510 |
-9 |
-1.73% |
| Stillwater Capital Advisors LLC |
13,834 |
13,596 |
-238 |
-1.72% |
| M3 Advisory Group LLC |
4,348 |
4,279 |
-69 |
-1.59% |
| Ferguson Wellman Capital Management Inc. |
70,957 |
69,882 |
-1,075 |
-1.52% |
| Bank of New York Mellon Corp |
1,818 |
1,798 |
-20 |
-1.10% |
| Lindbrook Capital LLC |
43,653 |
43,383 |
-270 |
-0.62% |
| Griffin Asset Management Inc. |
2,285 |
2,280 |
-5 |
-0.22% |
| 13F Filers Exiting IYJ |
|---|
| Central Valley Advisors LLC |
5,256 |
0 |
-5,256 |
-100.00% |
| Iron Horse Wealth Management LLC |
3 |
0 |
-3 |
-100.00% |
| International Assets Investment Management LLC |
33,266 |
0 |
-33,266 |
-100.00% |
| Grove Bank & Trust |
100 |
0 |
-100 |
-100.00% |
See Summary: Institutional Holders of IYJ
See Details: Top 10 Hedge Funds Holding IYJ
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