HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ILTB Share Count | ||||
| Level Financial Advisors Inc. | 51 | 1,164 | +1,113 | +2182.35% |
| Citigroup Inc. | 110 | 1,146 | +1,036 | +941.82% |
| Royal Bank of Canada | 3,235 | 29,797 | +26,562 | +821.08% |
| Change Path LLC | 12,484 | 52,697 | +40,213 | +322.12% |
| FMR LLC | 143 | 425 | +282 | +197.20% |
| Renasant Bank | 5,962 | 14,477 | +8,515 | +142.82% |
| Park Place Capital Corp | 6,359 | 14,864 | +8,505 | +133.75% |
| National Asset Management Inc. | 8,589 | 15,432 | +6,843 | +79.67% |
| Envestnet Portfolio Solutions Inc. | 7,815 | 14,010 | +6,195 | +79.27% |
| Bank of America Corp DE | 11,569 | 20,061 | +8,492 | +73.40% |
| Citadel Advisors LLC | 9,309 | 15,969 | +6,660 | +71.54% |
| UBS Group AG | 28,041 | 42,235 | +14,194 | +50.62% |
| National Bank of Canada FI | 3,991 | 5,680 | +1,689 | +42.32% |
| Kingdom Financial Group LLC. | 15,426 | 21,370 | +5,944 | +38.53% |
| LPL Financial LLC | 36,660 | 49,644 | +12,984 | +35.42% |
| Wells Fargo & Company MN | 262,529 | 321,906 | +59,377 | +22.62% |
| Hilltop Partners LLC | 229,372 | 279,061 | +49,689 | +21.66% |
| Cetera Advisor Networks LLC | 26,505 | 31,782 | +5,277 | +19.91% |
| AE Wealth Management LLC | 642,742 | 714,838 | +72,096 | +11.22% |
| BlackRock Inc. | 1,717,959 | 1,889,947 | +171,988 | +10.01% |
| Atria Wealth Solutions Inc. | 80,017 | 87,862 | +7,845 | +9.80% |
| J.W. Cole Advisors Inc. | 22,368 | 24,001 | +1,633 | +7.30% |
| Rooted Wealth Advisors Inc. | 53,714 | 57,492 | +3,778 | +7.03% |
| Raymond James Financial Services Advisors Inc. | 120,240 | 125,462 | +5,222 | +4.34% |
| Mercer Global Advisors Inc. ADV | 5,450 | 5,581 | +131 | +2.40% |
| Creative Financial Designs Inc. ADV | 111 | 113 | +2 | +1.80% |
| Team Financial Group LLC | 150 | 152 | +2 | +1.33% |
| FinTrust Capital Advisors LLC | 261 | 262 | +1 | +0.38% |
| 13F Filers Reporting New Positions In ILTB | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| US Bancorp DE | 0 | 266 | +266 | +100% |
| Focus Financial Network Inc. ADV | 0 | 106,510 | +106,510 | +100% |
| BNP Paribas Arbitrage SA | 0 | 7,301 | +7,301 | +100% |
| Cetera Advisors LLC | 0 | 9,670 | +9,670 | +100% |
| Allworth Financial LP | 0 | 16 | +16 | +100% |
| Advisory Services Network LLC | 0 | 3,507 | +3,507 | +100% |
| Capital Analysts LLC | 0 | 123 | +123 | +100% |
| Sunbelt Securities Inc. | 0 | 1,498 | +1,498 | +100% |
| Sowell Financial Services LLC | 0 | 15,191 | +15,191 | +100% |
| Steward Partners Investment Advisory LLC | 0 | 250 | +250 | +100% |
| Global Retirement Partners LLC | 0 | 500 | +500 | +100% |
| Clarity Asset Management Inc. | 0 | 42 | +42 | +100% |
| Meeder Advisory Services Inc. | 0 | 9,150 | +9,150 | +100% |
| First Pacific Financial | 0 | 25 | +25 | +100% |
| Tennessee Valley Asset Management Partners | 0 | 52 | +52 | +100% |
| Stableford Capital II LLC | 0 | 56,353 | +56,353 | +100% |
| Connectus Wealth LLC | 0 | 140,265 | +140,265 | +100% |
| Peterson Financial Group Inc. | 0 | 4,074 | +4,074 | +100% |
| Vantage Financial Partners LLC | 0 | 8,764 | +8,764 | +100% |
| Secured Retirement Advisors LLC | 0 | 10,927 | +10,927 | +100% |
| Transcendent Capital Group LLC | 0 | 5,476 | +5,476 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Harbour Investments Inc. | 2,019 | 2,019 | UNCH | 0.00% |
| Bank of Montreal Can | 295 | 295 | UNCH | 0.00% |
| Qube Research & Technologies Ltd | 544 | 544 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 71 | 71 | UNCH | 0.00% |
| Founders Financial Alliance LLC | 33 | 33 | UNCH | 0.00% |
| Spire Wealth Management | 172 | 172 | UNCH | 0.00% |
| Clarity Financial LLC | 6,478 | 6,478 | UNCH | 0.00% |
| Cresta Advisors Ltd. | 16,570 | 16,570 | UNCH | 0.00% |
| 13F Filers Decreasing ILTB Share Count | ||||
| MML Investors Services LLC | 61,325 | 6,925 | -54,400 | -88.71% |
| Oliver Lagore Vanvalin Investment Group | 1,687 | 534 | -1,153 | -68.35% |
| Fermata Advisors LLC | 13,845 | 4,390 | -9,455 | -68.29% |
| Cambridge Investment Research Advisors Inc. | 31,100 | 10,286 | -20,814 | -66.93% |
| Beacon Bridge Wealth Partners LLC | 25,557 | 10,095 | -15,462 | -60.50% |
| Commonwealth Equity Services LLC | 8,932 | 5,731 | -3,201 | -35.84% |
| JPMorgan Chase & Co. | 55,543 | 38,998 | -16,545 | -29.79% |
| Advisor Group Holdings Inc. | 135,846 | 102,083 | -33,763 | -24.85% |
| Wealthfront Advisers LLC | 14,464 | 10,938 | -3,526 | -24.38% |
| Sound Income Strategies LLC | 730 | 563 | -167 | -22.88% |
| Centennial Wealth Advisory LLC | 47,394 | 37,182 | -10,212 | -21.55% |
| Stifel Financial Corp | 16,269 | 12,782 | -3,487 | -21.43% |
| Private Advisor Group LLC | 10,212 | 8,575 | -1,637 | -16.03% |
| Thrivent Financial for Lutherans | 255,589 | 218,537 | -37,052 | -14.50% |
| Ameriprise Financial Inc. | 1,571,805 | 1,355,781 | -216,024 | -13.74% |
| Charles Schwab Investment Management Inc. | 113,639 | 100,990 | -12,649 | -11.13% |
| Betterment LLC | 14,546 | 13,178 | -1,368 | -9.40% |
| Peak Financial Management Inc. | 173,938 | 158,516 | -15,422 | -8.87% |
| Verde Capital Management | 132,387 | 120,859 | -11,528 | -8.71% |
| Envestnet Asset Management Inc. | 135,954 | 124,616 | -11,338 | -8.34% |
| Morgan Stanley | 163,300 | 152,035 | -11,265 | -6.90% |
| Cetera Investment Advisers | 8,428 | 7,873 | -555 | -6.59% |
| B.O.S.S. Retirement Advisors LLC | 5,544 | 5,278 | -266 | -4.80% |
| Mutual Advisors LLC | 56,922 | 54,289 | -2,633 | -4.63% |
| Independent Wealth Network Inc. | 67,184 | 64,277 | -2,907 | -4.33% |
| GWM Advisors LLC | 10,530 | 10,142 | -388 | -3.68% |
| Resource Planning Group | 5,436 | 5,340 | -96 | -1.77% |
| Safeguard Investment Advisory Group LLC | 88,721 | 87,627 | -1,094 | -1.23% |
| McIlrath & Eck LLC | 481 | 476 | -5 | -1.04% |
| Truist Financial Corp | 5,266 | 5,227 | -39 | -0.74% |
| International Assets Investment Management LLC | 15,460 | 15,354 | -106 | -0.69% |
| 13F Filers Exiting ILTB | ||||
| BluePath Capital Management LLC | 1,284 | 0 | -1,284 | -100.00% |
| Optas LLC | 59,748 | 0 | -59,748 | -100.00% |
| Orion Portfolio Solutions LLC | 5,313 | 0 | -5,313 | -100.00% |
| Kingsview Wealth Management LLC | 9,570 | 0 | -9,570 | -100.00% |
| Foundations Investment Advisors LLC | 5,262 | 0 | -5,262 | -100.00% |
| Prime Capital Investment Advisors LLC | 5,432 | 0 | -5,432 | -100.00% |
| IFP Advisors Inc | 60 | 0 | -60 | -100.00% |
| Jane Street Group LLC | 123,632 | 0 | -123,632 | -100.00% |
| OLD Mission Capital LLC | 12,314 | 0 | -12,314 | -100.00% |
| Northwestern Mutual Wealth Management Co. | 154 | 0 | -154 | -100.00% |
| Comerica Bank | 1,165 | 0 | -1,165 | -100.00% |
See Summary: Institutional Holders of ILTB
See Details: Top 10 Hedge Funds Holding ILTB
