HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EWP Share Count | ||||
| Global Retirement Partners LLC | 37 | 2,072 | +2,035 | +5500.00% |
| JPMorgan Chase & Co. | 602 | 22,014 | +21,412 | +3556.81% |
| LPL Financial LLC | 28,550 | 395,453 | +366,903 | +1285.12% |
| Zurich Insurance Group Ltd FI | 1,800 | 18,530 | +16,730 | +929.44% |
| Susquehanna International Group LLP | 17,489 | 135,822 | +118,333 | +676.61% |
| Bank of America Corp DE | 20,513 | 144,492 | +123,979 | +604.39% |
| NewSquare Capital LLC | 53,217 | 178,189 | +124,972 | +234.83% |
| Jane Street Group LLC | 115,143 | 367,775 | +252,632 | +219.41% |
| Ameriprise Financial Inc. | 265,316 | 541,759 | +276,443 | +104.19% |
| Nisa Investment Advisors LLC | 400 | 790 | +390 | +97.50% |
| BlackRock Inc. | 1,631,224 | 2,371,425 | +740,201 | +45.38% |
| National Pension Service | 6,118,241 | 7,083,691 | +965,450 | +15.78% |
| Tower Research Capital LLC TRC | 77 | 87 | +10 | +12.99% |
| Idaho Trust Bank | 21,578 | 23,621 | +2,043 | +9.47% |
| HighTower Advisors LLC | 57,784 | 61,720 | +3,936 | +6.81% |
| Hexagon Capital Partners LLC | 602 | 610 | +8 | +1.33% |
| 13F Filers Reporting New Positions In EWP | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Financial Gravity Asset Management Inc. | 0 | 0 | UNCH | 100% |
| D. E. Shaw & Co. Inc. | 0 | 13,505 | +13,505 | +100% |
| Renaissance Technologies LLC | 0 | 57,000 | +57,000 | +100% |
| Raymond James & Associates | 0 | 70,464 | +70,464 | +100% |
| Rational Advisors LLC | 0 | 259,367 | +259,367 | +100% |
| Natixis | 0 | 213,108 | +213,108 | +100% |
| Mariner LLC | 0 | 30,580 | +30,580 | +100% |
| Arrow Investment Advisors LLC | 0 | 8,574 | +8,574 | +100% |
| Benjamin F. Edwards & Company Inc. | 0 | 14,669 | +14,669 | +100% |
| Simplex Trading LLC | 0 | 109 | +109 | +100% |
| Adviser Investments LLC | 0 | 10,952 | +10,952 | +100% |
| Advisory Services Network LLC | 0 | 333 | +333 | +100% |
| Perigon Wealth Management LLC | 0 | 27,109 | +27,109 | +100% |
| Penserra Capital Management LLC | 0 | 239 | +239 | +100% |
| Qube Research & Technologies Ltd | 0 | 28,028 | +28,028 | +100% |
| O Dell Group LLC | 0 | 325 | +325 | +100% |
| Innealta Capital LLC | 0 | 47,860 | +47,860 | +100% |
| Connectus Wealth LLC | 0 | 7,391 | +7,391 | +100% |
| ICA Group Wealth Management LLC | 0 | 168 | +168 | +100% |
| McGlone Suttner Wealth Management Inc. | 0 | 170 | +170 | +100% |
| KKM Financial LLC | 0 | 8,732 | +8,732 | +100% |
| Tidemark LLC | 0 | 84 | +84 | +100% |
| LM Advisors LLC | 0 | 400 | +400 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Citigroup Inc. | 198 | 198 | UNCH | 0.00% |
| Comerica Bank | 198 | 198 | UNCH | 0.00% |
| Trust Co. of Oklahoma | 15,683 | 15,683 | UNCH | 0.00% |
| GHP Investment Advisors Inc. | 4,370 | 4,370 | UNCH | 0.00% |
| Shayne & CO. LLC | 16,722 | 16,722 | UNCH | 0.00% |
| Global Endowment Management LP | 40,000 | 40,000 | UNCH | 0.00% |
| Horizon Investments LLC | 18 | 18 | UNCH | 0.00% |
| GWM Advisors LLC | 77 | 77 | UNCH | 0.00% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 900 | 900 | UNCH | 0.00% |
| PSI Advisors LLC | 345 | 345 | UNCH | 0.00% |
| Covestor Ltd | 27 | 27 | UNCH | 0.00% |
| 13F Filers Decreasing EWP Share Count | ||||
| Bank of Montreal Can | 51,482 | 1 | -51,481 | -100.00% |
| CX Institutional | 536,869 | 1,378 | -535,491 | -99.74% |
| Advisor Group Holdings Inc. | 12,919 | 1,825 | -11,094 | -85.87% |
| Private Trust Co. NA | 494 | 141 | -353 | -71.46% |
| BNP Paribas Arbitrage SA | 3,367 | 1,113 | -2,254 | -66.94% |
| Hsbc Holdings PLC | 14,873 | 7,576 | -7,297 | -49.06% |
| Cambridge Investment Research Advisors Inc. | 19,005 | 9,978 | -9,027 | -47.50% |
| Zacks Investment Management | 52,615 | 28,389 | -24,226 | -46.04% |
| Royal Bank of Canada | 2,533 | 1,407 | -1,126 | -44.45% |
| Sepio Capital LP | 165,880 | 105,886 | -59,994 | -36.17% |
| Wells Fargo & Company MN | 104,660 | 84,885 | -19,775 | -18.89% |
| Fisher Asset Management LLC | 30,752 | 25,134 | -5,618 | -18.27% |
| AlphaCentric Advisors LLC | 4,402 | 3,625 | -777 | -17.65% |
| Equitable Holdings Inc. | 100,421 | 88,721 | -11,700 | -11.65% |
| Catalyst Capital Advisors LLC | 292,728 | 259,367 | -33,361 | -11.40% |
| Millburn Ridgefield Corp | 292,728 | 259,367 | -33,361 | -11.40% |
| Tradewinds Capital Management LLC | 2,257 | 2,029 | -228 | -10.10% |
| EverSource Wealth Advisors LLC | 4,408 | 3,972 | -436 | -9.89% |
| DAVENPORT & Co LLC | 29,960 | 27,020 | -2,940 | -9.81% |
| Morgan Stanley | 299,909 | 274,832 | -25,077 | -8.36% |
| Mount Lucas Management LP | 25,856 | 24,167 | -1,689 | -6.53% |
| Bank of New York Mellon Corp | 8,420 | 8,148 | -272 | -3.23% |
| Integrated Wealth Concepts LLC | 31,885 | 30,991 | -894 | -2.80% |
| Nilsine Partners LLC | 180,391 | 177,531 | -2,860 | -1.59% |
| Whitcomb & Hess Inc. | 262,771 | 259,540 | -3,231 | -1.23% |
| CIBC World Markets Inc. | 232,649 | 230,274 | -2,375 | -1.02% |
| National Bank of Canada FI | 13,849 | 13,762 | -87 | -0.63% |
| UBS Group AG | 191,825 | 191,116 | -709 | -0.37% |
| 13F Filers Exiting EWP | ||||
| Coppell Advisory Solutions LLC | 6,062 | 0 | -6,062 | -100.00% |
| Coastal Investment Advisors Inc. | 146 | 0 | -146 | -100.00% |
| Cutler Group LP | 500 | 0 | -500 | -100.00% |
| Accuvest Global Advisors | 9,934 | 0 | -9,934 | -100.00% |
| Flow Traders U.S. LLC | 177,041 | 0 | -177,041 | -100.00% |
| OLD Mission Capital LLC | 51,322 | 0 | -51,322 | -100.00% |
| Citadel Advisors LLC | 28,061 | 0 | -28,061 | -100.00% |
| Assetmark Inc. | 21 | 0 | -21 | -100.00% |
| Founders Financial Securities LLC | 66,624 | 0 | -66,624 | -100.00% |
| SG Americas Securities LLC | 16,213 | 0 | -16,213 | -100.00% |
| Bessemer Group Inc. | 1,275 | 0 | -1,275 | -100.00% |
| FMR LLC | 31 | 0 | -31 | -100.00% |
See Summary: Institutional Holders of EWP
See Details: Top 10 Hedge Funds Holding EWP
