IUSS Holdings Changes

This page summarizes the IUSS holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2022 period, comparing share count change from 9/30/2022 to 12/31/2022. Share count is compared over these two periods to provide an indication of whether IUSS is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	9/30/2022 Share Count	12/31/2022 Share Count	Change	% Change
13F Filers Increasing IUSS Share Count
Geneos Wealth Management Inc.	259	4,209	+3,950	+1525.10%
UBS Group AG	229	1,587	+1,358	+593.01%
LPL Financial LLC	74,230	174,523	+100,293	+135.11%
Advisor Group Holdings Inc.	16,160	32,806	+16,646	+103.01%
Private Trust Co. NA	3,150	4,878	+1,728	+54.86%
Raymond James Financial Services Advisors Inc.	61,349	80,460	+19,111	+31.15%
Avantax Advisory Services Inc.	15,517	19,297	+3,780	+24.36%
USAdvisors Wealth Management LLC	14,125	17,447	+3,322	+23.52%
Invesco Ltd.	88,841	109,388	+20,547	+23.13%
Commonwealth Equity Services LLC	12,973	14,775	+1,802	+13.89%
Financial Partners Group Inc	8,704	9,456	+752	+8.64%
Ameritas Investment Partners Inc.	13,881	14,798	+917	+6.61%
Financial Advocates Investment Management	31,795	32,465	+670	+2.11%
Thoroughbred Financial Services LLC	7,676	7,835	+159	+2.07%
PFS Investments Inc.	1,065,741	1,076,439	+10,698	+1.00%
Global Retirement Partners LLC	436	438	+2	+0.46%
13F Filers Reporting New Positions In IUSS
Proequities Inc.	0	0	UNCH	100%
FMR LLC	0	1	+1	+100%
Royal Bank of Canada	0	2,090	+2,090	+100%
Mariner LLC	0	127,497	+127,497	+100%
Advisory Services Network LLC	0	350	+350	+100%
Jane Street Group LLC	0	7,650	+7,650	+100%
Belpointe Asset Management LLC	0	62	+62	+100%
Resonant Capital Advisors LLC	0	83,506	+83,506	+100%
13F Filers With Unchanged Share Count
J.W. Cole Advisors Inc.	8,370	8,370	UNCH	0.00%
13F Filers Decreasing IUSS Share Count
AdvisorNet Financial Inc	248	177	-71	-28.63%
Raymond James & Associates	18,007	17,692	-315	-1.75%
Cambridge Investment Research Advisors Inc.	34,379	34,332	-47	-0.14%
13F Filers Exiting IUSS
BerganKDV Wealth Management LLC	664	0	-664	-100.00%

See Summary: Institutional Holders of IUSS
See Details: Top 10 Hedge Funds Holding IUSS

IUSS Holdings Changes | www.HoldingsChannel.com

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