HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IUS Share Count | ||||
| Bank of America Corp DE | 729 | 16,974 | +16,245 | +2228.40% |
| Harbour Investments Inc. | 279 | 2,424 | +2,145 | +768.82% |
| Envestnet Asset Management Inc. | 5,472 | 46,906 | +41,434 | +757.20% |
| MML Investors Services LLC | 5,674 | 42,498 | +36,824 | +649.00% |
| Global Retirement Partners LLC | 1,649 | 4,198 | +2,549 | +154.58% |
| Kestra Advisory Services LLC | 32,708 | 64,713 | +32,005 | +97.85% |
| Commonwealth Equity Services LLC | 14,034 | 27,712 | +13,678 | +97.46% |
| Aveo Capital Partners LLC | 371,838 | 478,497 | +106,659 | +28.68% |
| CoreCap Advisors LLC | 24,362 | 29,571 | +5,209 | +21.38% |
| Advisor Group Holdings Inc. | 211,553 | 248,820 | +37,267 | +17.62% |
| LPL Financial LLC | 537,992 | 625,715 | +87,723 | +16.31% |
| McIlrath & Eck LLC | 89,877 | 100,623 | +10,746 | +11.96% |
| Wealth Enhancement Advisory Services LLC | 8,000 | 8,552 | +552 | +6.90% |
| Merit Financial Group LLC | 476,811 | 508,228 | +31,417 | +6.59% |
| PFG Advisors | 80,200 | 82,267 | +2,067 | +2.58% |
| Geneos Wealth Management Inc. | 76,713 | 76,775 | +62 | +0.08% |
| 13F Filers Reporting New Positions In IUS | ||||
| Wells Fargo & Company MN | 0 | 745 | +745 | +100% |
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 984 | +984 | +100% |
| Centaurus Financial Inc. | 0 | 2,380 | +2,380 | +100% |
| Morgan Stanley | 0 | 323 | +323 | +100% |
| Dynamic Advisor Solutions LLC | 0 | 4,915 | +4,915 | +100% |
| UBS Group AG | 0 | 1,202 | +1,202 | +100% |
| Cetera Investment Advisers | 0 | 7,244 | +7,244 | +100% |
| Fermata Advisors LLC | 0 | 22,187 | +22,187 | +100% |
| Signal Advisors Wealth LLC | 0 | 93,135 | +93,135 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| FMR LLC | 121 | 121 | UNCH | 0.00% |
| Citigroup Inc. | 120 | 120 | UNCH | 0.00% |
| Goldman Sachs Group Inc. | 14,603 | 14,603 | UNCH | 0.00% |
| Anchor Investment Management LLC | 940 | 940 | UNCH | 0.00% |
| WMG Financial Advisors LLC | 5,260 | 5,260 | UNCH | 0.00% |
| 13F Filers Decreasing IUS Share Count | ||||
| JPMorgan Chase & Co. | 4,900 | 900 | -4,000 | -81.63% |
| Raymond James & Associates | 43,768 | 11,048 | -32,720 | -74.76% |
| AdvisorNet Financial Inc | 552 | 335 | -217 | -39.31% |
| Cambridge Investment Research Advisors Inc. | 39,439 | 31,459 | -7,980 | -20.23% |
| Private Trust Co. NA | 185 | 151 | -34 | -18.38% |
| Equitable Holdings Inc. | 11,186 | 9,339 | -1,847 | -16.51% |
| Stratos Wealth Partners LTD. | 27,430 | 24,922 | -2,508 | -9.14% |
| Prosperity Wealth Management Inc. | 80,218 | 73,250 | -6,968 | -8.69% |
| Raymond James Financial Services Advisors Inc. | 120,039 | 112,289 | -7,750 | -6.46% |
| RVW Wealth LLC | 33,066 | 31,570 | -1,496 | -4.52% |
| Kingsview Wealth Management LLC | 117,122 | 114,986 | -2,136 | -1.82% |
| 13F Filers Exiting IUS | ||||
| Beacon Capital Management LLC | 1,324 | 0 | -1,324 | -100.00% |
| Axxcess Wealth Management LLC | 12,807 | 0 | -12,807 | -100.00% |
| AE Wealth Management LLC | 55,105 | 0 | -55,105 | -100.00% |
| Capital Asset Advisory Services LLC | 12,546 | 0 | -12,546 | -100.00% |
| Advisors Preferred LLC | 6,863 | 0 | -6,863 | -100.00% |
| Tower Research Capital LLC TRC | 5 | 0 | -5 | -100.00% |
| Sigma Planning Corp | 14,297 | 0 | -14,297 | -100.00% |
| Susquehanna International Group LLP | 20,533 | 0 | -20,533 | -100.00% |
| Citadel Advisors LLC | 19,536 | 0 | -19,536 | -100.00% |
| Royal Bank of Canada | 3,545 | 0 | -3,545 | -100.00% |
See Summary: Institutional Holders of IUS
See Details: Top 10 Hedge Funds Holding IUS
