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This page summarizes the XJUL 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 XJUL 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 XJUL Share Count |
|---|
| Susquehanna International Group LLP |
12,498 |
30,466 |
+17,968 |
+143.77% |
| Bouchey Financial Group Ltd |
11,842 |
18,759 |
+6,917 |
+58.41% |
| Advisor Group Holdings Inc. |
147,199 |
175,302 |
+28,103 |
+19.09% |
| Chicago Partners Investment Group LLC |
7,873 |
9,199 |
+1,326 |
+16.84% |
| Envestnet Asset Management Inc. |
34,442 |
38,070 |
+3,628 |
+10.53% |
| Cetera Investment Advisers |
24,499 |
26,047 |
+1,548 |
+6.32% |
| Truist Financial Corp |
12,413 |
12,941 |
+528 |
+4.25% |
| Commonwealth Equity Services LLC |
172,424 |
178,981 |
+6,557 |
+3.80% |
| Cetera Advisors LLC |
15,094 |
15,478 |
+384 |
+2.54% |
| Kestra Advisory Services LLC |
92,302 |
93,301 |
+999 |
+1.08% |
| 13F Filers Reporting New Positions In XJUL |
|---|
| MML Investors Services LLC |
0 |
10,404 |
+10,404 |
+100% |
| Citadel Advisors LLC |
0 |
9,067 |
+9,067 |
+100% |
| OLD Mission Capital LLC |
0 |
25,915 |
+25,915 |
+100% |
| Regal Investment Advisors LLC |
0 |
6,384 |
+6,384 |
+100% |
| Advisory Services Network LLC |
0 |
713 |
+713 |
+100% |
| Arlington Capital Management Inc. |
0 |
6,335 |
+6,335 |
+100% |
| Aurora Private Wealth Inc. |
0 |
8,561 |
+8,561 |
+100% |
| DHJJ Financial Advisors Ltd. |
0 |
391 |
+391 |
+100% |
| Bullseye Investment Management LLC |
0 |
81,867 |
+81,867 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Harbour Investments Inc. |
1,910 |
1,910 |
UNCH |
0.00% |
| Mariner LLC |
21,029 |
21,029 |
UNCH |
0.00% |
| Diligent Investors LLC |
26,687 |
26,687 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
1,787 |
1,787 |
UNCH |
0.00% |
| Aptus Capital Advisors LLC |
7,165 |
7,165 |
UNCH |
0.00% |
| Grant Street Asset Management Inc. |
7,025 |
7,025 |
UNCH |
0.00% |
| Guardian Wealth Advisors LLC NC |
7,165 |
7,165 |
UNCH |
0.00% |
| 13F Filers Decreasing XJUL Share Count |
|---|
| Crown Wealth Group LLC |
10,000 |
6,550 |
-3,450 |
-34.50% |
| PFS Partners LLC |
2,826 |
2,214 |
-612 |
-21.66% |
| SILVER OAK SECURITIES Inc |
29,715 |
27,952 |
-1,763 |
-5.93% |
| Cetera Advisor Networks LLC |
50,587 |
49,193 |
-1,394 |
-2.76% |
| Janney Montgomery Scott LLC |
85,008 |
83,473 |
-1,535 |
-1.81% |
| Proequities Inc. |
1,321 |
1,308 |
-13 |
-0.98% |
| Steward Partners Investment Advisory LLC |
24,250 |
24,100 |
-150 |
-0.62% |
| Stephens Inc. AR |
92,037 |
91,519 |
-518 |
-0.56% |
| Blue Bell Private Wealth Management LLC |
3,587 |
3,577 |
-10 |
-0.28% |
| 13F Filers Exiting XJUL |
|---|
| Cary Street Partners Investment Advisory LLC |
1,389 |
0 |
-1,389 |
-100.00% |
| Global Retirement Partners LLC |
650 |
0 |
-650 |
-100.00% |
| Sigma Planning Corp |
7,623 |
0 |
-7,623 |
-100.00% |
| First Heartland Consultants Inc. |
8,993 |
0 |
-8,993 |
-100.00% |
See Summary: Institutional Holders of XJUL
See Details: Top 10 Hedge Funds Holding XJUL
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