HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FIDU Share Count | ||||
| Ameriprise Financial Inc. | 5,782 | 105,341 | +99,559 | +1721.88% |
| KCM Investment Advisors LLC | 3,812 | 21,496 | +17,684 | +463.90% |
| American National Bank | 150 | 715 | +565 | +376.67% |
| Goldman Sachs Group Inc. | 13,569 | 46,592 | +33,023 | +243.37% |
| Colonial Trust Co SC | 296 | 689 | +393 | +132.77% |
| B.O.S.S. Retirement Advisors LLC | 4,156 | 7,158 | +3,002 | +72.23% |
| MML Investors Services LLC | 6,640 | 10,116 | +3,476 | +52.35% |
| Montag A & Associates Inc. | 5,291 | 7,636 | +2,345 | +44.32% |
| AGF Management Ltd. | 42,522 | 60,430 | +17,908 | +42.11% |
| AE Wealth Management LLC | 409,898 | 571,795 | +161,897 | +39.50% |
| Northwestern Mutual Wealth Management Co. | 439,298 | 591,822 | +152,524 | +34.72% |
| Wells Fargo & Company MN | 44,753 | 56,621 | +11,868 | +26.52% |
| FMR LLC | 31,481 | 37,384 | +5,903 | +18.75% |
| Morgan Stanley | 131,662 | 152,212 | +20,550 | +15.61% |
| Ameritas Advisory Services LLC | 6,681 | 7,527 | +846 | +12.66% |
| Kingdom Financial Group LLC. | 4,119 | 4,619 | +500 | +12.14% |
| Cambridge Investment Research Advisors Inc. | 27,738 | 31,059 | +3,321 | +11.97% |
| Royal Bank of Canada | 122,315 | 133,754 | +11,439 | +9.35% |
| Advisory Services Network LLC | 69,810 | 76,010 | +6,200 | +8.88% |
| Armor Investment Advisors LLC | 20,091 | 21,727 | +1,636 | +8.14% |
| Integrated Advisors Network LLC | 6,834 | 7,318 | +484 | +7.08% |
| Comerica Bank | 1,876 | 2,007 | +131 | +6.98% |
| Trust Co. of Oklahoma | 13,457 | 14,234 | +777 | +5.77% |
| HighTower Advisors LLC | 24,449 | 25,767 | +1,318 | +5.39% |
| Global Retirement Partners LLC | 899 | 944 | +45 | +5.01% |
| Kestra Private Wealth Services LLC | 24,952 | 26,070 | +1,118 | +4.48% |
| Valley Brook Capital Group | 4,536 | 4,721 | +185 | +4.08% |
| Snowden Capital Advisors LLC | 10,880 | 11,259 | +379 | +3.48% |
| JPMorgan Chase & Co. | 42,311 | 43,414 | +1,103 | +2.61% |
| Larson Financial Group LLC | 4,030 | 4,116 | +86 | +2.13% |
| J.W. Cole Advisors Inc. | 4,194 | 4,249 | +55 | +1.31% |
| Lifeworks Advisors LLC | 35,559 | 36,014 | +455 | +1.28% |
| Element Wealth LLC | 172 | 173 | +1 | +0.58% |
| Stifel Financial Corp | 95,454 | 95,781 | +327 | +0.34% |
| Kestra Advisory Services LLC | 39,044 | 39,059 | +15 | +0.04% |
| 13F Filers Reporting New Positions In FIDU | ||||
| Fifth Third Securities Inc. | 0 | 23,390 | +23,390 | +100% |
| Prudential Financial Inc. | 0 | 4,050 | +4,050 | +100% |
| Private Trust Co. NA | 0 | 91 | +91 | +100% |
| BOK Financial Private Wealth Inc. | 0 | 70 | +70 | +100% |
| Benjamin F. Edwards & Company Inc. | 0 | 50 | +50 | +100% |
| Signaturefd LLC | 0 | 66 | +66 | +100% |
| Flow Traders U.S. LLC | 0 | 7,900 | +7,900 | +100% |
| Tower Research Capital LLC TRC | 0 | 3,617 | +3,617 | +100% |
| Cetera Advisor Networks LLC | 0 | 4,501 | +4,501 | +100% |
| EP Wealth Advisors LLC | 0 | 1,671 | +1,671 | +100% |
| Allworth Financial LP | 0 | 1 | +1 | +100% |
| Advisors Preferred LLC | 0 | 1,814 | +1,814 | +100% |
| Ausdal Financial Partners Inc. | 0 | 3,304 | +3,304 | +100% |
| Sound Income Strategies LLC | 0 | 6 | +6 | +100% |
| We Are One Seven LLC | 0 | 29,063 | +29,063 | +100% |
| CX Institutional | 0 | 25,431 | +25,431 | +100% |
| Princeton Global Asset Management LLC | 0 | 518 | +518 | +100% |
| International Assets Investment Management LLC | 0 | 45,418 | +45,418 | +100% |
| Centennial Wealth Advisory LLC | 0 | 3,782 | +3,782 | +100% |
| SJS Investment Consulting Inc. | 0 | 104 | +104 | +100% |
| Raleigh Capital Management Inc. | 0 | 102 | +102 | +100% |
| Atria Wealth Solutions Inc. | 0 | 3,617 | +3,617 | +100% |
| VCI Wealth Management LLC | 0 | 46,064 | +46,064 | +100% |
| One Wealth Management Investment & Advisory Services LLC | 0 | 6,042 | +6,042 | +100% |
| Pathstone Holdings LLC | 0 | 5,266 | +5,266 | +100% |
| Creekmur Asset Management LLC | 0 | 1 | +1 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 300 | 300 | UNCH | 0.00% |
| Franklin Resources Inc. | 1,687 | 1,687 | UNCH | 0.00% |
| Proequities Inc. | 235 | 235 | UNCH | 0.00% |
| Stephens Inc. AR | 10,655 | 10,655 | UNCH | 0.00% |
| NBC Securities Inc. | 140 | 140 | UNCH | 0.00% |
| Creative Financial Designs Inc. ADV | 2,607 | 2,607 | UNCH | 0.00% |
| Godsey & Gibb Associates | 411 | 411 | UNCH | 0.00% |
| Bank of Montreal Can | 500 | 500 | UNCH | 0.00% |
| Whalerock Point Partners LLC | 5,890 | 5,890 | UNCH | 0.00% |
| Plante Moran Financial Advisors LLC | 207 | 207 | UNCH | 0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 185 | 185 | UNCH | 0.00% |
| UBS Group AG | 1,655 | 1,655 | UNCH | 0.00% |
| Bray Capital Advisors | 13,000 | 13,000 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 268 | 268 | UNCH | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | 50 | UNCH | 0.00% |
| Atlantic Trust LLC | 63 | 63 | UNCH | 0.00% |
| Bogart Wealth LLC | 2,295 | 2,295 | UNCH | 0.00% |
| Crumly & Associates Inc. | 4,175 | 4,175 | UNCH | 0.00% |
| Belmont Capital LLC | 784 | 784 | UNCH | 0.00% |
| Archer Investment Corp | 526 | 526 | UNCH | 0.00% |
| Continuum Advisory LLC | 8,376 | 8,376 | UNCH | 0.00% |
| CSM Advisors LLC | 16,900 | 16,900 | UNCH | 0.00% |
| Householder Group Estate & Retirement Specialist LLC | 145 | 145 | UNCH | 0.00% |
| Missouri Trust & Investment Co | 300 | 300 | UNCH | 0.00% |
| DecisionPoint Financial LLC | 108 | 108 | UNCH | 0.00% |
| Coston McIsaac & Partners | 9 | 9 | UNCH | 0.00% |
| 13F Filers Decreasing FIDU Share Count | ||||
| Susquehanna International Group LLP | 31,284 | 5,762 | -25,522 | -81.58% |
| Simplex Trading LLC | 676 | 139 | -537 | -79.44% |
| Connectus Wealth LLC | 147,304 | 40,492 | -106,812 | -72.51% |
| SYM FINANCIAL Corp | 1,265 | 365 | -900 | -71.15% |
| Janney Montgomery Scott LLC | 14,567 | 4,899 | -9,668 | -66.37% |
| Harbour Investments Inc. | 1,711 | 638 | -1,073 | -62.71% |
| Citadel Advisors LLC | 59,088 | 26,551 | -32,537 | -55.07% |
| Amplius Wealth Advisors LLC | 9,334 | 4,198 | -5,136 | -55.02% |
| Beaumont Financial Advisors LLC | 47,192 | 22,321 | -24,871 | -52.70% |
| Mariner LLC | 6,280 | 3,403 | -2,877 | -45.81% |
| Parallel Advisors LLC | 3,301 | 1,802 | -1,499 | -45.41% |
| Farther Finance Advisors LLC | 31 | 17 | -14 | -45.16% |
| Orion Portfolio Solutions LLC | 68,386 | 44,096 | -24,290 | -35.52% |
| Truist Financial Corp | 39,564 | 27,000 | -12,564 | -31.76% |
| Envestnet Asset Management Inc. | 125,880 | 86,426 | -39,454 | -31.34% |
| Boston Private Wealth LLC | 13,950 | 10,469 | -3,481 | -24.95% |
| Advisor Group Holdings Inc. | 147,128 | 112,912 | -34,216 | -23.26% |
| Canton Hathaway LLC | 2,900 | 2,300 | -600 | -20.69% |
| Citigroup Inc. | 397 | 315 | -82 | -20.65% |
| Rosenberg Matthew Hamilton | 3,562 | 2,886 | -676 | -18.98% |
| CWM LLC | 553 | 452 | -101 | -18.26% |
| LPL Financial LLC | 79,952 | 65,394 | -14,558 | -18.21% |
| Maltin Wealth Management Inc. | 7,975 | 6,862 | -1,113 | -13.96% |
| Personal CFO Solutions LLC | 94,839 | 84,783 | -10,056 | -10.60% |
| Cetera Investment Advisers | 10,377 | 9,312 | -1,065 | -10.26% |
| Brookstone Capital Management | 5,640 | 5,066 | -574 | -10.18% |
| GWM Advisors LLC | 82,621 | 74,559 | -8,062 | -9.76% |
| Mercer Global Advisors Inc. ADV | 5,948 | 5,411 | -537 | -9.03% |
| Traynor Capital Management Inc. | 67,535 | 62,030 | -5,505 | -8.15% |
| IFP Advisors Inc | 222 | 204 | -18 | -8.11% |
| Full Sail Capital LLC | 170,395 | 158,553 | -11,842 | -6.95% |
| EPG Wealth Management LLC | 37,937 | 35,513 | -2,424 | -6.39% |
| Stonebridge Financial Planning Group LLC | 13,838 | 13,040 | -798 | -5.77% |
| U.S. Capital Wealth Advisors LLC | 33,096 | 31,332 | -1,764 | -5.33% |
| Trail Ridge Investment Advisors LLC | 24,892 | 23,710 | -1,182 | -4.75% |
| Commonwealth Equity Services LLC | 262,594 | 253,569 | -9,025 | -3.44% |
| Yoder Wealth Management Inc. | 60,493 | 58,502 | -1,991 | -3.29% |
| Bank of America Corp DE | 77,329 | 74,783 | -2,546 | -3.29% |
| Exchange Capital Management Inc. | 34,291 | 33,350 | -941 | -2.74% |
| Townsquare Capital LLC | 5,188 | 5,077 | -111 | -2.14% |
| Lynch & Associates IN | 25,902 | 25,465 | -437 | -1.69% |
| Raymond James Financial Services Advisors Inc. | 9,479 | 9,337 | -142 | -1.50% |
| Lido Advisors LLC | 1,393,875 | 1,375,127 | -18,748 | -1.35% |
| Qube Research & Technologies Ltd | 2,118 | 2,090 | -28 | -1.32% |
| Centaurus Financial Inc. | 9,021 | 8,904 | -117 | -1.30% |
| Mutual Advisors LLC | 15,925 | 15,764 | -161 | -1.01% |
| Tucker Asset Management LLC | 508 | 503 | -5 | -0.98% |
| Essex Financial Services Inc. | 7,609 | 7,559 | -50 | -0.66% |
| Sunbelt Securities Inc. | 14,044 | 13,987 | -57 | -0.41% |
| Atlas Capital Advisors LLC | 42,247 | 42,085 | -162 | -0.38% |
| Level Four Advisory Services LLC | 14,183 | 14,133 | -50 | -0.35% |
| Smith Salley & Associates | 25,955 | 25,865 | -90 | -0.35% |
| 13F Filers Exiting FIDU | ||||
| Register Financial Advisors LLC | 8 | 0 | -8 | -100.00% |
| Beacon Capital Management LLC | 78 | 0 | -78 | -100.00% |
| Strengthening Families & Communities LLC | 206 | 0 | -206 | -100.00% |
| Birchcreek Wealth Management LLC | 4,076 | 0 | -4,076 | -100.00% |
| Concord Wealth Partners | 451 | 0 | -451 | -100.00% |
| Geneos Wealth Management Inc. | 115 | 0 | -115 | -100.00% |
| West Branch Capital LLC | 171 | 0 | -171 | -100.00% |
| Belpointe Asset Management LLC | 5,246 | 0 | -5,246 | -100.00% |
| Creative Planning | 120 | 0 | -120 | -100.00% |
| Sigma Planning Corp | 6,358 | 0 | -6,358 | -100.00% |
| Capital Investment Counsel Inc | 451 | 0 | -451 | -100.00% |
| Avantax Advisory Services Inc. | 3,696 | 0 | -3,696 | -100.00% |
| Clearstead Advisors LLC | 63 | 0 | -63 | -100.00% |
| Lincoln National Corp | 5,064 | 0 | -5,064 | -100.00% |
See Summary: Institutional Holders of FIDU
See Details: Top 10 Hedge Funds Holding FIDU
