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Institutional Holders of YSEP
HolderAmountPosition Size
($ in 1000's)
 As of
LM Advisors LLC206,304$4,279 12/31/2023
     YSEP206,304$4,279 12/31/2023
Commonwealth Equity Services LLC190,835$3,958 12/31/2023
     YSEP190,835$3,958 12/31/2023
Brookstone Capital Management127,226$2,747 03/31/2024
     YSEP127,226$2,747 03/31/2024
Advisor Group Holdings Inc.110,769$2,297 12/31/2023
     YSEP110,769$2,297 12/31/2023
Raymond James Financial Services Advisors Inc.100,297$2,166 03/31/2024
     YSEP100,297$2,166 03/31/2024
Cambridge Investment Research Advisors Inc.62,581$1,351 03/31/2024
     YSEP62,581$1,351 03/31/2024
Envestnet Asset Management Inc.43,670$906 12/31/2023
     YSEP43,670$906 12/31/2023
Valmark Advisers Inc.37,609$780 12/31/2023
     YSEP37,609$780 12/31/2023
Susquehanna International Group LLP27,374$568 12/31/2023
     YSEP27,374$568 12/31/2023
Raymond James & Associates24,171$522 03/31/2024
     YSEP24,171$522 03/31/2024
CI Private Wealth LLC23,234$482 12/31/2023
     YSEP23,234$482 12/31/2023
SILVER OAK SECURITIES Inc23,201$481 12/31/2023
     YSEP23,201$481 12/31/2023
Cetera Investment Advisers23,036$478 12/31/2023
     YSEP23,036$478 12/31/2023
Proequities Inc.22,304$463 12/31/2023
     YSEP22,304$463 12/31/2023
OLD Mission Capital LLC19,204$398 12/31/2023
     YSEP19,204$398 12/31/2023
Prospera Financial Services Inc18,988$394 12/31/2023
     YSEP18,988$394 12/31/2023
Envestnet Portfolio Solutions Inc.17,481$363 12/31/2023
     YSEP17,481$363 12/31/2023
Cetera Advisor Networks LLC16,181$336 12/31/2023
     YSEP16,181$336 12/31/2023
1776 Wealth LLC13,763$285 12/31/2023
     YSEP13,763$285 12/31/2023
Atria Wealth Solutions Inc.10,213$212 12/31/2023
     YSEP10,213$212 12/31/2023
FinTrust Capital Advisors LLC6,385$132 12/31/2023
     YSEP6,385$132 12/31/2023
DHJJ Financial Advisors Ltd.5,600$121 03/31/2024
     YSEP5,600$121 03/31/2024
Harbour Investments Inc.3,649$76 12/31/2023
     YSEP3,649$76 12/31/2023
Ameritas Investment Partners Inc.3,470$72 12/31/2023
     YSEP3,470$72 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC1,932$40 12/31/2023
     YSEP1,932$40 12/31/2023
IFP Advisors Inc1,935$40 12/31/2023
     YSEP1,935$40 12/31/2023
SOA Wealth Advisors LLC.1,026$22 03/31/2024
     YSEP1,026$22 03/31/2024
Capital Analysts LLC634$13 12/31/2023
     YSEP634$13 12/31/2023
CWM LLC520$11 03/31/2024
     YSEP520$11 03/31/2024
UBS Group AG355$7 12/31/2023
     YSEP355$7 12/31/2023

See All: Funds Holding YSEP
See Details: Top 10 Hedge Funds Holding YSEP

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