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This page summarizes the YDEC 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 YDEC 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 YDEC Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
29,731 |
178,378 |
+148,647 |
+499.97% |
| DHJJ Financial Advisors Ltd. |
4,235 |
11,190 |
+6,955 |
+164.23% |
| IFP Advisors Inc |
4,293 |
5,815 |
+1,522 |
+35.45% |
| 1776 Wealth LLC |
34,482 |
36,682 |
+2,200 |
+6.38% |
| 13F Filers Reporting New Positions In YDEC |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Altfest L J & Co. Inc. |
0 |
42,308 |
+42,308 |
+100% |
| Raymond James & Associates |
0 |
10,248 |
+10,248 |
+100% |
| Avantax Advisory Services Inc. |
0 |
20,167 |
+20,167 |
+100% |
| AlphaMark Advisors LLC |
0 |
11,600 |
+11,600 |
+100% |
| Cambridge Investment Research Advisors Inc. |
0 |
25,393 |
+25,393 |
+100% |
| Citadel Advisors LLC |
0 |
15,403 |
+15,403 |
+100% |
| Susquehanna International Group LLP |
0 |
8,987 |
+8,987 |
+100% |
| STA Wealth Management LLC |
0 |
13,436 |
+13,436 |
+100% |
| Cetera Advisor Networks LLC |
0 |
17,516 |
+17,516 |
+100% |
| Arlington Capital Management Inc. |
0 |
22,111 |
+22,111 |
+100% |
| Capital Analysts LLC |
0 |
949 |
+949 |
+100% |
| Resources Investment Advisors LLC. |
0 |
12,681 |
+12,681 |
+100% |
| AE Wealth Management LLC |
0 |
224,866 |
+224,866 |
+100% |
| Global Retirement Partners LLC |
0 |
122,962 |
+122,962 |
+100% |
| Integrity Financial Corp WA |
0 |
21,167 |
+21,167 |
+100% |
| Vima LLC |
0 |
111 |
+111 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
1,511 |
1,511 |
UNCH |
0.00% |
| Harbour Investments Inc. |
24,069 |
24,069 |
UNCH |
0.00% |
| Mariner LLC |
10,130 |
10,130 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
500 |
500 |
UNCH |
0.00% |
| Cypress Wealth Services LLC |
9,756 |
9,756 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
9,230 |
9,230 |
UNCH |
0.00% |
| SageView Advisory Group LLC |
14,360 |
14,360 |
UNCH |
0.00% |
| 13F Filers Decreasing YDEC Share Count |
|---|
| Advisor Group Holdings Inc. |
195,447 |
48,218 |
-147,229 |
-75.33% |
| Commonwealth Equity Services LLC |
907,319 |
252,608 |
-654,711 |
-72.16% |
| Prosperity Consulting Group LLC |
40,046 |
31,389 |
-8,657 |
-21.62% |
| Envestnet Asset Management Inc. |
25,562 |
21,402 |
-4,160 |
-16.27% |
| GWM Advisors LLC |
36,095 |
30,955 |
-5,140 |
-14.24% |
| Ifrah Financial Services Inc. |
12,820 |
12,137 |
-683 |
-5.33% |
| Cetera Investment Advisers |
36,217 |
35,632 |
-585 |
-1.62% |
| 13F Filers Exiting YDEC |
|---|
| Advisory Resource Group |
34,447 |
0 |
-34,447 |
-100.00% |
| Grant Street Asset Management Inc. |
708,501 |
0 |
-708,501 |
-100.00% |
| Mutual Advisors LLC |
11,475 |
0 |
-11,475 |
-100.00% |
| Vista Private Wealth Partners. LLC |
162,805 |
0 |
-162,805 |
-100.00% |
| UBS Group AG |
2,412 |
0 |
-2,412 |
-100.00% |
| Corrado Advisors LLC |
30,916 |
0 |
-30,916 |
-100.00% |
| OLD Mission Capital LLC |
34,941 |
0 |
-34,941 |
-100.00% |
| JPMorgan Chase & Co. |
38,813 |
0 |
-38,813 |
-100.00% |
See Summary: Institutional Holders of YDEC
See Details: Top 10 Hedge Funds Holding YDEC
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