Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing DBA Share Count | ||||
Truist Financial Corp | 10,007 | 437,059 | +427,052 | +4267.53% |
Citadel Advisors LLC | 727 | 7,564 | +6,837 | +940.44% |
Tower Research Capital LLC TRC | 56 | 121 | +65 | +116.07% |
Stifel Financial Corp | 47,538 | 99,002 | +51,464 | +108.26% |
Belvedere Trading LLC | 10,000 | 19,545 | +9,545 | +95.45% |
Foundations Investment Advisors LLC | 23,015 | 41,140 | +18,125 | +78.75% |
Perigon Wealth Management LLC | 37,186 | 51,928 | +14,742 | +39.64% |
Capital Wealth Alliance LLC | 131,085 | 178,663 | +47,578 | +36.30% |
Jane Street Group LLC | 73,091 | 99,538 | +26,447 | +36.18% |
Toroso Investments LLC | 28,455 | 37,277 | +8,822 | +31.00% |
The Manufacturers Life Insurance Company | 73,073 | 95,598 | +22,525 | +30.83% |
Savior LLC | 66,038 | 84,129 | +18,091 | +27.39% |
MML Investors Services LLC | 121,458 | 151,029 | +29,571 | +24.35% |
Insigneo Advisory Services LLC | 15,113 | 17,433 | +2,320 | +15.35% |
1832 Asset Management L.P. | 587,293 | 672,702 | +85,409 | +14.54% |
Pekin Hardy Strauss Inc. | 20,995 | 23,865 | +2,870 | +13.67% |
Moors & Cabot Inc. | 16,940 | 19,158 | +2,218 | +13.09% |
IFP Advisors Inc | 2,790 | 3,099 | +309 | +11.08% |
Adviser Investments LLC | 12,583 | 13,936 | +1,353 | +10.75% |
National Bank of Canada FI | 25,682 | 28,195 | +2,513 | +9.79% |
Larson Financial Group LLC | 1,162 | 1,273 | +111 | +9.55% |
UBS Group AG | 119,116 | 130,235 | +11,119 | +9.33% |
Passaic Partners LLC | 270,338 | 292,104 | +21,766 | +8.05% |
AlphaMark Advisors LLC | 21,590 | 23,290 | +1,700 | +7.87% |
Intellectus Partners LLC | 31,066 | 33,462 | +2,396 | +7.71% |
Cetera Advisor Networks LLC | 13,062 | 14,049 | +987 | +7.56% |
We Are One Seven LLC | 33,453 | 35,241 | +1,788 | +5.34% |
Cetera Advisors LLC | 53,599 | 56,229 | +2,630 | +4.91% |
Resurgent Financial Advisors LLC | 2,000 | 2,092 | +92 | +4.60% |
Key Financial Inc | 1,708 | 1,786 | +78 | +4.57% |
Daiwa Securities Group Inc. | 156,700 | 163,600 | +6,900 | +4.40% |
Northwest Capital Management Inc | 497 | 518 | +21 | +4.23% |
Avion Wealth | 143 | 149 | +6 | +4.20% |
HighTower Advisors LLC | 509,739 | 528,030 | +18,291 | +3.59% |
Steward Partners Investment Advisory LLC | 14,371 | 14,546 | +175 | +1.22% |
ARS Investment Partners LLC | 23,841 | 24,039 | +198 | +0.83% |
Kestra Advisory Services LLC | 44,531 | 44,868 | +337 | +0.76% |
Global Retirement Partners LLC | 7,712 | 7,766 | +54 | +0.70% |
Sage Capital Advisors llc | 11,507 | 11,577 | +70 | +0.61% |
Flagship Harbor Advisors LLC | 35,826 | 35,926 | +100 | +0.28% |
13F Filers Reporting New Positions In DBA | ||||
Activest Wealth Management | 0 | 0 | UNCH | 100% |
Principal Securities Inc. | 0 | 40 | +40 | +100% |
FMR LLC | 0 | 1 | +1 | +100% |
Citizens Financial Group Inc RI | 0 | 134,682 | +134,682 | +100% |
Wolverine Trading LLC | 0 | 17,698 | +17,698 | +100% |
Itau Unibanco Holding S.A. | 0 | 80,200 | +80,200 | +100% |
Cambria Investment Management L.P. | 0 | 459,792 | +459,792 | +100% |
Pensionmark Financial Group LLC | 0 | 10,550 | +10,550 | +100% |
Cetera Investment Advisers | 0 | 10,538 | +10,538 | +100% |
AE Wealth Management LLC | 0 | 16,100 | +16,100 | +100% |
Measured Wealth Private Client Group LLC | 0 | 14,501 | +14,501 | +100% |
Clear Creek Financial Management LLC | 0 | 47,241 | +47,241 | +100% |
Coppell Advisory Solutions LLC | 0 | 7,240 | +7,240 | +100% |
Cape Investment Advisory Inc. | 0 | 950 | +950 | +100% |
Impact Partnership Wealth LLC | 0 | 46 | +46 | +100% |
Custom Index Systems LLC | 0 | 29,264 | +29,264 | +100% |
Tyche Wealth Partners LLC | 0 | 13,681 | +13,681 | +100% |
BKM Wealth Management LLC | 0 | 150 | +150 | +100% |
Advantage Trust Co | 0 | 12,940 | +12,940 | +100% |
Creekmur Asset Management LLC | 0 | 8,380 | +8,380 | +100% |
Transcendent Capital Group LLC | 0 | 340 | +340 | +100% |
13F Filers With Unchanged Share Count | ||||
Fifth Third Bancorp | 12,800 | 12,800 | UNCH | 0.00% |
Huntington National Bank | 5,010 | 5,010 | UNCH | 0.00% |
Proequities Inc. | 240 | 240 | UNCH | 0.00% |
Duff & Phelps Investment Management Co. | 21,200 | 21,200 | UNCH | 0.00% |
NBC Securities Inc. | 500 | 500 | UNCH | 0.00% |
Harbour Investments Inc. | 133 | 133 | UNCH | 0.00% |
Clearstead Advisors LLC | 471 | 471 | UNCH | 0.00% |
Bank of Montreal Can | 5,424 | 5,424 | UNCH | 0.00% |
First National Bank Sioux Falls | 44,932 | 44,932 | UNCH | 0.00% |
Wade G W & Inc. | 22,935 | 22,935 | UNCH | 0.00% |
Thornburg Investment Management Inc. | 19,822 | 19,822 | UNCH | 0.00% |
Ancora Advisors LLC | 100 | 100 | UNCH | 0.00% |
Harbor Investment Advisory LLC | 3,033 | 3,033 | UNCH | 0.00% |
Asset Dedication LLC | 140 | 140 | UNCH | 0.00% |
Parallax Volatility Advisers L.P. | 51,921 | 51,921 | UNCH | 0.00% |
Picton Mahoney Asset Management | 3,990 | 3,990 | UNCH | 0.00% |
Gradient Investments LLC | 7 | 7 | UNCH | 0.00% |
Allworth Financial LP | 2,863 | 2,863 | UNCH | 0.00% |
Colonial Trust Advisors | 500 | 500 | UNCH | 0.00% |
Bogart Wealth LLC | 3,000 | 3,000 | UNCH | 0.00% |
Cresset Asset Management LLC | 16,957 | 16,957 | UNCH | 0.00% |
Weaver Consulting Group | 15,762 | 15,762 | UNCH | 0.00% |
Rosenberg Matthew Hamilton | 424 | 424 | UNCH | 0.00% |
OneAscent Wealth Management LLC | 10,527 | 10,527 | UNCH | 0.00% |
Amplius Wealth Advisors LLC | 10,840 | 10,840 | UNCH | 0.00% |
Oliver Lagore Vanvalin Investment Group | 1 | 1 | UNCH | 0.00% |
Sweet Financial Partners LLC | 15,000 | 15,000 | UNCH | 0.00% |
Armstrong Advisory Group Inc. | 1,350 | 1,350 | UNCH | 0.00% |
TD Waterhouse Canada Inc. | 546 | 546 | UNCH | 0.00% |
13F Filers Decreasing DBA Share Count | ||||
Castleview Partners LLC | 20,594 | 192 | -20,402 | -99.07% |
BNP Paribas Arbitrage SA | 2,962 | 200 | -2,762 | -93.25% |
GWM Advisors LLC | 1,034 | 95 | -939 | -90.81% |
Windmill Hill Asset Management Ltd | 834,900 | 142,205 | -692,695 | -82.97% |
Westside Investment Management Inc. | 42,332 | 7,514 | -34,818 | -82.25% |
Integrated Wealth Concepts LLC | 61,107 | 15,875 | -45,232 | -74.02% |
BOS Asset Management LLC | 45,314 | 20,911 | -24,403 | -53.85% |
Private Wealth Advisors LLC | 852,063 | 394,678 | -457,385 | -53.68% |
Barclays PLC | 94 | 47 | -47 | -50.00% |
Leavell Investment Management Inc. | 30,690 | 15,960 | -14,730 | -48.00% |
IHT Wealth Management LLC | 78,706 | 45,742 | -32,964 | -41.88% |
Qube Research & Technologies Ltd | 73,581 | 43,090 | -30,491 | -41.44% |
Sandy Spring Bank | 2,675 | 1,575 | -1,100 | -41.12% |
Oversea Chinese Banking CORP Ltd | 336,653 | 198,433 | -138,220 | -41.06% |
Comerica Bank | 3,884 | 2,615 | -1,269 | -32.67% |
Avantax Advisory Services Inc. | 30,368 | 20,644 | -9,724 | -32.02% |
LPL Financial LLC | 457,779 | 317,949 | -139,830 | -30.55% |
Invesco Ltd. | 648,100 | 478,900 | -169,200 | -26.11% |
Highlander Capital Management LLC | 4,300 | 3,300 | -1,000 | -23.26% |
Raymond James & Associates | 30,019 | 24,142 | -5,877 | -19.58% |
AdvisorNet Financial Inc | 8,179 | 6,709 | -1,470 | -17.97% |
Mid American Wealth Advisory Group Inc. | 12,944 | 10,749 | -2,195 | -16.96% |
Equitable Holdings Inc. | 73,696 | 61,267 | -12,429 | -16.87% |
CWM LLC | 6,690 | 5,620 | -1,070 | -15.99% |
Spire Wealth Management | 56,205 | 47,653 | -8,552 | -15.22% |
The PNC Financial Services Group Inc. | 21,104 | 18,031 | -3,073 | -14.56% |
Raymond James Financial Services Advisors Inc. | 70,240 | 60,363 | -9,877 | -14.06% |
Solstein Capital LLC | 3,187 | 2,809 | -378 | -11.86% |
Apollon Wealth Management LLC | 36,269 | 32,016 | -4,253 | -11.73% |
Sowa Financial Group Inc. | 87,538 | 77,311 | -10,227 | -11.68% |
PFG Investments LLC | 19,652 | 17,369 | -2,283 | -11.62% |
Morgan Stanley | 1,205,283 | 1,083,821 | -121,462 | -10.08% |
Ameriprise Financial Inc. | 381,452 | 344,122 | -37,330 | -9.79% |
Wells Fargo & Company MN | 887,795 | 802,916 | -84,879 | -9.56% |
Atria Wealth Solutions Inc. | 23,693 | 21,503 | -2,190 | -9.24% |
Advisor Group Holdings Inc. | 230,064 | 209,533 | -20,531 | -8.92% |
LexAurum Advisors LLC | 13,500 | 12,750 | -750 | -5.56% |
Advisory Services Network LLC | 237,657 | 225,279 | -12,378 | -5.21% |
Bank of America Corp DE | 865,630 | 824,988 | -40,642 | -4.70% |
Cambridge Investment Research Advisors Inc. | 61,839 | 59,130 | -2,709 | -4.38% |
Prospera Financial Services Inc | 63,890 | 61,280 | -2,610 | -4.09% |
Royal Bank of Canada | 144,329 | 138,503 | -5,826 | -4.04% |
Susquehanna International Group LLP | 234,055 | 224,782 | -9,273 | -3.96% |
Plan Group Financial LLC | 42,619 | 41,021 | -1,598 | -3.75% |
Knights of Columbus Asset Advisors LLC | 5,230 | 5,075 | -155 | -2.96% |
JPMorgan Chase & Co. | 690,513 | 674,070 | -16,443 | -2.38% |
Envestnet Asset Management Inc. | 140,773 | 138,145 | -2,628 | -1.87% |
Geneos Wealth Management Inc. | 17,667 | 17,439 | -228 | -1.29% |
National Asset Management Inc. | 43,306 | 43,028 | -278 | -0.64% |
Scotia Capital Inc. | 45,131 | 44,907 | -224 | -0.50% |
Rockefeller Capital Management L.P. | 371,755 | 370,063 | -1,692 | -0.46% |
Financial Advocates Investment Management | 53,203 | 52,977 | -226 | -0.42% |
Commonwealth Equity Services LLC | 94,877 | 94,480 | -397 | -0.42% |
Janney Montgomery Scott LLC | 11,836 | 11,820 | -16 | -0.14% |
Park Edge Advisors LLC | 124,590 | 124,517 | -73 | -0.06% |
13F Filers Exiting DBA | ||||
WCG Wealth Advisors LLC | 24,000 | 0 | -24,000 | -100.00% |
TCG Advisory Services LLC | 43,126 | 0 | -43,126 | -100.00% |
Legacy Financial Group LLC | 573 | 0 | -573 | -100.00% |
Eudaimonia Partners LLC | 9,360 | 0 | -9,360 | -100.00% |
EPG Wealth Management LLC | 5,822 | 0 | -5,822 | -100.00% |
Cary Street Partners Investment Advisory LLC | 10 | 0 | -10 | -100.00% |
Lake Street Advisors Group LLC | 87,156 | 0 | -87,156 | -100.00% |
Omnia Family Wealth LLC | 204,117 | 0 | -204,117 | -100.00% |
Proficio Capital Partners LLC | 51,580 | 0 | -51,580 | -100.00% |
Genesee Capital Advisors LLC | 105,719 | 0 | -105,719 | -100.00% |
GFG Capital LLC | 10,705 | 0 | -10,705 | -100.00% |
Stonebridge Capital Advisors LLC | 1,800 | 0 | -1,800 | -100.00% |
Creative Planning | 9,085 | 0 | -9,085 | -100.00% |
Barometer Capital Management Inc. | 39,200 | 0 | -39,200 | -100.00% |
Flow Traders U.S. LLC | 135,661 | 0 | -135,661 | -100.00% |
OLD Mission Capital LLC | 45,561 | 0 | -45,561 | -100.00% |
GTS Securities LLC | 63,238 | 0 | -63,238 | -100.00% |
Sigma Planning Corp | 43,392 | 0 | -43,392 | -100.00% |
Walleye Trading LLC | 9,762 | 0 | -9,762 | -100.00% |
Prelude Capital Management LLC | 15,000 | 0 | -15,000 | -100.00% |
Private Trust Co. NA | 1,951 | 0 | -1,951 | -100.00% |
Lazard Asset Management LLC | 99,857 | 0 | -99,857 | -100.00% |
Group One Trading L.P. | 59,092 | 0 | -59,092 | -100.00% |
Centaurus Financial Inc. | 49,381 | 0 | -49,381 | -100.00% |
Goldman Sachs Group Inc. | 156,042 | 0 | -156,042 | -100.00% |
Citigroup Inc. | 7,952 | 0 | -7,952 | -100.00% |
See Summary: Institutional Holders of DBA
See Details: Top 10 Hedge Funds Holding DBA