Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing DOCS Share Count |
Rise Advisors LLC |
50 |
506 |
+456 |
+912.00% |
Rakuten Securities Inc. |
425 |
2,566 |
+2,141 |
+503.76% |
Spire Wealth Management |
100 |
350 |
+250 |
+250.00% |
Smartleaf Asset Management LLC |
58 |
115 |
+57 |
+98.28% |
Mirae Asset Global Investments Co. Ltd. |
119,168 |
212,886 |
+93,718 |
+78.64% |
Capstone Investment Advisors LLC |
7,334 |
12,706 |
+5,372 |
+73.25% |
Huntington National Bank |
700 |
1,180 |
+480 |
+68.57% |
GSA Capital Partners LLP |
12,409 |
17,390 |
+4,981 |
+40.14% |
Equitable Trust Co. |
9,309 |
11,690 |
+2,381 |
+25.58% |
Apella Capital LLC |
39,217 |
46,843 |
+7,626 |
+19.45% |
Janney Montgomery Scott LLC |
17,716 |
20,802 |
+3,086 |
+17.42% |
Van ECK Associates Corp |
1,876 |
2,163 |
+287 |
+15.30% |
Private Trust Co. NA |
96 |
108 |
+12 |
+12.50% |
Fifth Third Bancorp |
1,013 |
1,139 |
+126 |
+12.44% |
SYSTM Wealth Solutions LLC |
205 |
228 |
+23 |
+11.22% |
Creative Financial Designs Inc. ADV |
3,301 |
3,596 |
+295 |
+8.94% |
Victory Capital Management Inc. |
32,863 |
34,950 |
+2,087 |
+6.35% |
Signaturefd LLC |
620 |
659 |
+39 |
+6.29% |
Louisiana State Employees Retirement System |
33,200 |
35,200 |
+2,000 |
+6.02% |
State of Michigan Retirement System |
28,300 |
30,000 |
+1,700 |
+6.01% |
RFG Advisory LLC |
23,325 |
24,726 |
+1,401 |
+6.01% |
Principal Financial Group Inc. |
436,451 |
460,444 |
+23,993 |
+5.50% |
Naples Money Management LLC |
22 |
23 |
+1 |
+4.55% |
Perigon Wealth Management LLC |
14,922 |
15,598 |
+676 |
+4.53% |
Rice Hall James & Associates LLC |
744,018 |
774,444 |
+30,426 |
+4.09% |
Retirement Systems of Alabama |
147,989 |
153,406 |
+5,417 |
+3.66% |
Linden Thomas Advisory Services LLC |
40,758 |
41,893 |
+1,135 |
+2.78% |
New York State Teachers Retirement System |
87,381 |
88,912 |
+1,531 |
+1.75% |
State of Alaska Department of Revenue |
13,070 |
13,255 |
+185 |
+1.42% |
PayPay Securities Corp |
72 |
73 |
+1 |
+1.39% |
Securian Asset Management Inc |
9,971 |
10,046 |
+75 |
+0.75% |
Yousif Capital Management LLC |
55,977 |
56,367 |
+390 |
+0.70% |
GAMMA Investing LLC |
1,472 |
1,480 |
+8 |
+0.54% |
Empower Advisory Group LLC |
14,400 |
14,416 |
+16 |
+0.11% |
13F Filers Reporting New Positions In DOCS |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Essex Investment Management Co. LLC |
0 |
2,723 |
+2,723 |
+100% |
Salem Investment Counselors Inc. |
0 |
9 |
+9 |
+100% |
UMB Bank N A MO |
0 |
34 |
+34 |
+100% |
Shaker Investments LLC OH |
0 |
75,355 |
+75,355 |
+100% |
Northwest Investment Counselors LLC |
0 |
16 |
+16 |
+100% |
Legato Capital Management LLC |
0 |
7,713 |
+7,713 |
+100% |
DekaBank Deutsche Girozentrale |
0 |
1,695 |
+1,695 |
+100% |
Sumitomo Mitsui Trust Holdings Inc. |
0 |
15,450 |
+15,450 |
+100% |
Mather Group LLC. |
0 |
8 |
+8 |
+100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
554 |
+554 |
+100% |
Sunbelt Securities Inc. |
0 |
905 |
+905 |
+100% |
MV Capital Management Inc. |
0 |
3 |
+3 |
+100% |
Mutual Advisors LLC |
0 |
7,586 |
+7,586 |
+100% |
First Command Advisory Services Inc. |
0 |
10 |
+10 |
+100% |
Oak Thistle LLC |
0 |
12,004 |
+12,004 |
+100% |
Avion Wealth |
0 |
18 |
+18 |
+100% |
Allspring Global Investments Holdings LLC |
0 |
21,653 |
+21,653 |
+100% |
Central Pacific Bank Trust Division |
0 |
4,550 |
+4,550 |
+100% |
13F Filers With Unchanged Share Count |
Valley National Advisers Inc. |
45 |
45 |
UNCH |
0.00% |
New Mexico Educational Retirement Board |
23,700 |
23,700 |
UNCH |
0.00% |
Nisa Investment Advisors LLC |
70 |
70 |
UNCH |
0.00% |
Fort Washington Investment Advisors Inc. OH |
232,470 |
232,470 |
UNCH |
0.00% |
Massmutual Trust Co. FSB ADV |
96 |
96 |
UNCH |
0.00% |
Northern Oak Wealth Management Inc. |
49,792 |
49,792 |
UNCH |
0.00% |
Farmers & Merchants Investments Inc. |
50 |
50 |
UNCH |
0.00% |
Whittier Trust Co. of Nevada Inc. |
300 |
300 |
UNCH |
0.00% |
GHP Investment Advisors Inc. |
75 |
75 |
UNCH |
0.00% |
Parkside Financial Bank & Trust |
329 |
329 |
UNCH |
0.00% |
State of New Jersey Common Pension Fund D |
103,840 |
103,840 |
UNCH |
0.00% |
Riggs Asset Managment Co. Inc. |
300 |
300 |
UNCH |
0.00% |
Summit Trail Advisors LLC |
52,932 |
52,932 |
UNCH |
0.00% |
Aubrey Capital Management Ltd |
4,688 |
4,688 |
UNCH |
0.00% |
Larson Financial Group LLC |
500 |
500 |
UNCH |
0.00% |
Rheos Capital Works Inc. |
172,800 |
172,800 |
UNCH |
0.00% |
Global Retirement Partners LLC |
87 |
87 |
UNCH |
0.00% |
Lindbrook Capital LLC |
223 |
223 |
UNCH |
0.00% |
Yarbrough Capital LLC |
8,572 |
8,572 |
UNCH |
0.00% |
Zhang Financial LLC |
10,000 |
10,000 |
UNCH |
0.00% |
Maryland State Retirement & Pension System |
8,787 |
8,787 |
UNCH |
0.00% |
PFG Private Wealth Management LLC |
12 |
12 |
UNCH |
0.00% |
Iron Horse Wealth Management LLC |
142 |
142 |
UNCH |
0.00% |
Lakehouse Capital Pty Ltd |
159,210 |
159,210 |
UNCH |
0.00% |
Kennicott Capital Management LLC |
20,000 |
20,000 |
UNCH |
0.00% |
Fortitude Family Office LLC |
191 |
191 |
UNCH |
0.00% |
Bear Mountain Capital Inc. |
25 |
25 |
UNCH |
0.00% |
Sachetta LLC |
51 |
51 |
UNCH |
0.00% |
13F Filers Decreasing DOCS Share Count |
Natixis Advisors L.P. |
522,115 |
19,496 |
-502,619 |
-96.27% |
Tritonpoint Wealth LLC |
21,286 |
1,724 |
-19,562 |
-91.90% |
Newbridge Financial Services Group Inc. |
4,010 |
1,625 |
-2,385 |
-59.48% |
PFS Partners LLC |
2,000 |
1,000 |
-1,000 |
-50.00% |
Caldwell Sutter Capital Inc. |
100 |
50 |
-50 |
-50.00% |
Kornitzer Capital Management Inc. KS |
290,000 |
149,924 |
-140,076 |
-48.30% |
Ronald Blue Trust Inc. |
315 |
192 |
-123 |
-39.05% |
Harel Insurance Investments & Financial Services Ltd. |
1,113 |
715 |
-398 |
-35.76% |
Raymond James & Associates |
196,334 |
157,944 |
-38,390 |
-19.55% |
Westside Investment Management Inc. |
800 |
700 |
-100 |
-12.50% |
Zurcher Kantonalbank Zurich Cantonalbank |
25,090 |
22,225 |
-2,865 |
-11.42% |
Amalgamated Bank |
75,213 |
67,129 |
-8,084 |
-10.75% |
Oregon Public Employees Retirement Fund |
33,400 |
30,200 |
-3,200 |
-9.58% |
Bank of New York Mellon Corp |
1,211,968 |
1,127,318 |
-84,650 |
-6.98% |
Allworth Financial LP |
176 |
165 |
-11 |
-6.25% |
NBC Securities Inc. |
14,511 |
13,644 |
-867 |
-5.97% |
Raymond James Financial Services Advisors Inc. |
22,247 |
20,950 |
-1,297 |
-5.83% |
CWM LLC |
5,340 |
5,077 |
-263 |
-4.93% |
Team Hewins LLC |
20,165 |
19,206 |
-959 |
-4.76% |
First Horizon Advisors Inc. |
995 |
950 |
-45 |
-4.52% |
Fortis Capital Management LLC |
222,358 |
212,653 |
-9,705 |
-4.36% |
California Public Employees Retirement System |
206,578 |
199,354 |
-7,224 |
-3.50% |
Renaissance Capital LLC |
76,507 |
74,179 |
-2,328 |
-3.04% |
Commonwealth Equity Services LLC |
21,525 |
21,003 |
-522 |
-2.43% |
Baillie Gifford & Co. |
6,299,503 |
6,216,319 |
-83,184 |
-1.32% |
Mutual of America Capital Management LLC |
72,985 |
72,788 |
-197 |
-0.27% |
13F Filers Exiting DOCS |
BKM Wealth Management LLC |
260 |
0 |
-260 |
-100.00% |
Turtle Creek Wealth Advisors LLC |
155 |
0 |
-155 |
-100.00% |
Lecap Asset Management Ltd. |
21,126 |
0 |
-21,126 |
-100.00% |
Your Advocates Ltd. LLP |
609 |
0 |
-609 |
-100.00% |
Glassman Wealth Services |
263 |
0 |
-263 |
-100.00% |
Sequoia Financial Advisors LLC |
11,584 |
0 |
-11,584 |
-100.00% |
Artemis Investment Management LLP |
8,145 |
0 |
-8,145 |
-100.00% |
Cutler Group LP |
4,515 |
0 |
-4,515 |
-100.00% |
Stephenson National Bank & Trust |
912 |
0 |
-912 |
-100.00% |