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This page summarizes the SITM 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 SITM 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 SITM Share Count |
|---|
| Versant Capital Management Inc |
3 |
17 |
+14 |
+466.67% |
| Private Wealth Management Group LLC |
5 |
15 |
+10 |
+200.00% |
| Brown Advisory Inc. |
155,947 |
462,976 |
+307,029 |
+196.88% |
| Simplex Trading LLC |
255 |
588 |
+333 |
+130.59% |
| Parkside Financial Bank & Trust |
206 |
403 |
+197 |
+95.63% |
| Massmutual Trust Co. FSB ADV |
15 |
28 |
+13 |
+86.67% |
| SYSTM Wealth Solutions LLC |
122 |
172 |
+50 |
+40.98% |
| NBC Securities Inc. |
3,548 |
4,915 |
+1,367 |
+38.53% |
| CWM LLC |
115 |
140 |
+25 |
+21.74% |
| Pier Capital LLC |
38,514 |
46,080 |
+7,566 |
+19.64% |
| Bellevue Asset Management LLC |
26 |
31 |
+5 |
+19.23% |
| Raymond James & Associates |
16,986 |
19,186 |
+2,200 |
+12.95% |
| Nisa Investment Advisors LLC |
143 |
148 |
+5 |
+3.50% |
| Jennison Associates LLC |
173,770 |
175,272 |
+1,502 |
+0.86% |
| State of Alaska Department of Revenue |
10,638 |
10,644 |
+6 |
+0.06% |
| 13F Filers Reporting New Positions In SITM |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Equitable Trust Co. |
0 |
2,607 |
+2,607 |
+100% |
| New Mexico Educational Retirement Board |
0 |
3,000 |
+3,000 |
+100% |
| UMB Bank N A MO |
0 |
8 |
+8 |
+100% |
| Benjamin F. Edwards & Company Inc. |
0 |
8 |
+8 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
16 |
+16 |
+100% |
| First Command Advisory Services Inc. |
0 |
5 |
+5 |
+100% |
| Geneos Wealth Management Inc. |
0 |
10 |
+10 |
+100% |
| Avion Wealth |
0 |
6 |
+6 |
+100% |
| TFC Financial Management |
0 |
1 |
+1 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Huntington National Bank |
42 |
42 |
UNCH |
0.00% |
| Essex Investment Management Co. LLC |
1,100 |
1,100 |
UNCH |
0.00% |
| New York State Teachers Retirement System |
23,600 |
23,600 |
UNCH |
0.00% |
| Kornitzer Capital Management Inc. KS |
33,110 |
33,110 |
UNCH |
0.00% |
| Hollencrest Capital Management |
67 |
67 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
7 |
7 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
2,710 |
2,710 |
UNCH |
0.00% |
| Signaturefd LLC |
73 |
73 |
UNCH |
0.00% |
| Louisiana State Employees Retirement System |
8,700 |
8,700 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
6,299 |
6,299 |
UNCH |
0.00% |
| Key Financial Inc |
41 |
41 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
18 |
18 |
UNCH |
0.00% |
| Sachetta LLC |
7 |
7 |
UNCH |
0.00% |
| 13F Filers Decreasing SITM Share Count |
|---|
| Victory Capital Management Inc. |
99,873 |
3,670 |
-96,203 |
-96.33% |
| Ronald Blue Trust Inc. |
74 |
12 |
-62 |
-83.78% |
| Mirae Asset Global Investments Co. Ltd. |
81,701 |
16,723 |
-64,978 |
-79.53% |
| Lindbrook Capital LLC |
33 |
12 |
-21 |
-63.64% |
| Raymond James Financial Services Advisors Inc. |
5,729 |
2,668 |
-3,061 |
-53.43% |
| GAMMA Investing LLC |
198 |
100 |
-98 |
-49.49% |
| Fifth Third Bancorp |
69 |
36 |
-33 |
-47.83% |
| Amalgamated Bank |
7,479 |
5,555 |
-1,924 |
-25.73% |
| Allspring Global Investments Holdings LLC |
104,261 |
93,271 |
-10,990 |
-10.54% |
| Yousif Capital Management LLC |
8,554 |
7,844 |
-710 |
-8.30% |
| Oregon Public Employees Retirement Fund |
5,062 |
4,662 |
-400 |
-7.90% |
| Allworth Financial LP |
26 |
24 |
-2 |
-7.69% |
| Principal Financial Group Inc. |
359,929 |
337,592 |
-22,337 |
-6.21% |
| Rice Hall James & Associates LLC |
54,826 |
53,236 |
-1,590 |
-2.90% |
| Oak Ridge Investments LLC |
23,196 |
22,665 |
-531 |
-2.29% |
| Bank of New York Mellon Corp |
148,962 |
146,120 |
-2,842 |
-1.91% |
| Mutual of America Capital Management LLC |
3,026 |
3,011 |
-15 |
-0.50% |
| Wasatch Advisors Inc. |
892,102 |
891,678 |
-424 |
-0.05% |
| 13F Filers Exiting SITM |
|---|
| Turtle Creek Wealth Advisors LLC |
15 |
0 |
-15 |
-100.00% |
| Arlington Trust Co LLC |
14 |
0 |
-14 |
-100.00% |
| Icapital Wealth LLC |
22,618 |
0 |
-22,618 |
-100.00% |
| International Assets Investment Management LLC |
12,208 |
0 |
-12,208 |
-100.00% |
| Cavalier Investments LLC |
9,473 |
0 |
-9,473 |
-100.00% |
| MCF Advisors LLC |
22 |
0 |
-22 |
-100.00% |
| First Horizon Advisors Inc. |
24 |
0 |
-24 |
-100.00% |
| State of New Jersey Common Pension Fund D |
22,444 |
0 |
-22,444 |
-100.00% |
| Legato Capital Management LLC |
1,940 |
0 |
-1,940 |
-100.00% |
| Migdal Insurance & Financial Holdings Ltd. |
713 |
0 |
-713 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
15,000 |
0 |
-15,000 |
-100.00% |
See Summary: Institutional Holders of SITM
See Details: Top 10 Hedge Funds Holding SITM
Also See: SITM Insider Buying
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