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This page summarizes the TPLE holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2023 period, comparing share count change from 12/31/2022 to 3/31/2023.
Share count is compared over these two periods to provide an indication of whether TPLE 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 | 12/31/2022
Share Count | 3/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing TPLE Share Count |
|---|
| Susquehanna International Group LLP |
19,345 |
37,032 |
+17,687 |
+91.43% |
| EverSource Wealth Advisors LLC |
55,064 |
68,087 |
+13,023 |
+23.65% |
| First Heartland Consultants Inc. |
158,641 |
164,998 |
+6,357 |
+4.01% |
| Cetera Investment Advisers |
13,170 |
13,567 |
+397 |
+3.01% |
| Cetera Advisor Networks LLC |
14,251 |
14,453 |
+202 |
+1.42% |
| Cambridge Investment Research Advisors Inc. |
128,894 |
129,813 |
+919 |
+0.71% |
| 13F Filers Reporting New Positions In TPLE |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Creative Financial Designs Inc. ADV |
0 |
0 |
UNCH |
100% |
| Arete Wealth Advisors LLC |
0 |
31,208 |
+31,208 |
+100% |
| Sound Financial Strategies Group LLC |
0 |
206 |
+206 |
+100% |
| Ameritas Advisory Services LLC |
0 |
2,281 |
+2,281 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Advisory Services Network LLC |
428 |
428 |
UNCH |
0.00% |
| 13F Filers Decreasing TPLE Share Count |
|---|
| Advisor Group Holdings Inc. |
5,264 |
4,474 |
-790 |
-15.01% |
| Sunbelt Securities Inc. |
15,826 |
13,657 |
-2,169 |
-13.71% |
| 13F Filers Exiting TPLE |
|---|
| Commonwealth Equity Services LLC |
9,354 |
0 |
-9,354 |
-100.00% |
See Summary: Institutional Holders of TPLE
See Details: Top 10 Hedge Funds Holding TPLE
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