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This page summarizes the YMAR 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 YMAR 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 YMAR Share Count |
|---|
| Raymond James & Associates |
13,773 |
56,023 |
+42,250 |
+306.76% |
| LPL Financial LLC |
9,725 |
15,270 |
+5,545 |
+57.02% |
| Raymond James Financial Services Advisors Inc. |
75,224 |
94,000 |
+18,776 |
+24.96% |
| Commonwealth Equity Services LLC |
109,240 |
133,711 |
+24,471 |
+22.40% |
| DHJJ Financial Advisors Ltd. |
5,575 |
6,743 |
+1,168 |
+20.95% |
| Advisor Group Holdings Inc. |
130,611 |
148,950 |
+18,339 |
+14.04% |
| Ifrah Financial Services Inc. |
22,350 |
25,243 |
+2,893 |
+12.94% |
| Atria Wealth Solutions Inc. |
17,785 |
18,640 |
+855 |
+4.81% |
| Envestnet Portfolio Solutions Inc. |
17,785 |
18,640 |
+855 |
+4.81% |
| 13F Filers Reporting New Positions In YMAR |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| JPMorgan Chase & Co. |
0 |
10,512 |
+10,512 |
+100% |
| Susquehanna International Group LLP |
0 |
42,245 |
+42,245 |
+100% |
| Private Advisor Group LLC |
0 |
8,967 |
+8,967 |
+100% |
| Financial Gravity Asset Management Inc. |
0 |
68 |
+68 |
+100% |
| SOA Wealth Advisors LLC. |
0 |
778 |
+778 |
+100% |
| Integrity Financial Corp WA |
0 |
79,399 |
+79,399 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Benjamin F. Edwards & Company Inc. |
235 |
235 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
1,300 |
1,300 |
UNCH |
0.00% |
| 13F Filers Decreasing YMAR Share Count |
|---|
| Principal Securities Inc. |
2,838 |
338 |
-2,500 |
-88.09% |
| Grant Street Asset Management Inc. |
209,354 |
115,106 |
-94,248 |
-45.02% |
| Fragasso Group Inc. |
14,233 |
10,981 |
-3,252 |
-22.85% |
| Spire Wealth Management |
12,996 |
10,615 |
-2,381 |
-18.32% |
| Main Street Financial Solutions LLC |
32,350 |
26,950 |
-5,400 |
-16.69% |
| Arkadios Wealth Advisors |
11,233 |
9,403 |
-1,830 |
-16.29% |
| Claro Advisors LLC |
27,772 |
24,172 |
-3,600 |
-12.96% |
| AlphaMark Advisors LLC |
10,028 |
9,083 |
-945 |
-9.42% |
| Cambridge Investment Research Advisors Inc. |
287,721 |
282,231 |
-5,490 |
-1.91% |
| Kestra Private Wealth Services LLC |
16,744 |
16,594 |
-150 |
-0.90% |
| 13F Filers Exiting YMAR |
|---|
| Iron Horse Wealth Management LLC |
546 |
0 |
-546 |
-100.00% |
| Legacy Capital Wealth Partners LLC |
231,737 |
0 |
-231,737 |
-100.00% |
| UBS Group AG |
544 |
0 |
-544 |
-100.00% |
| Wells Fargo & Company MN |
749 |
0 |
-749 |
-100.00% |
See Summary: Institutional Holders of YMAR
See Details: Top 10 Hedge Funds Holding YMAR
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