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IYF Holdings Changes image
This page summarizes the IYF holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether IYF 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).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing IYF Share Count
AdvisorNet Financial Inc 37 1,142 +1,105 +2986.49%
Brookstone Capital Management 6,463 58,953 +52,490 +812.16%
Apeiron RIA LLC 3,367 8,485 +5,118 +152.00%
WESPAC Advisors LLC 5,027 9,545 +4,518 +89.87%
Global Trust Asset Management LLC 185 335 +150 +81.08%
Tritonpoint Wealth LLC 3,406 5,377 +1,971 +57.87%
Kesler Norman & Wride LLC 3,060 4,237 +1,177 +38.46%
Wealthcare Advisory Partners LLC 4,486 5,857 +1,371 +30.56%
Nikulski Financial Inc. 12,492 16,054 +3,562 +28.51%
Wealthstar Advisors LLC 17,212 21,037 +3,825 +22.22%
Congress Wealth Management LLC DE 2,516 3,047 +531 +21.10%
Raymond James & Associates 79,077 92,612 +13,535 +17.12%
Whitener Capital Management Inc. 3,324 3,773 +449 +13.51%
Atlas Brown Inc. 2,706 3,071 +365 +13.49%
Cambridge Investment Research Advisors Inc. 89,502 97,511 +8,009 +8.95%
CWM LLC 3,838 4,030 +192 +5.00%
Matthew Goff Investment Advisor LLC 9,446 9,845 +399 +4.22%
Eudaimonia Advisors LLC 5,082 5,261 +179 +3.52%
HF Advisory Group LLC 4,927 5,070 +143 +2.90%
WASHINGTON TRUST Co 253,194 256,799 +3,605 +1.42%
Founders Financial Securities LLC 18,354 18,425 +71 +0.39%
Criterion Capital Advisors LLC 563 565 +2 +0.36%
Cahaba Wealth Management Inc. 3,030 3,040 +10 +0.33%
SOA Wealth Advisors LLC. 4,102 4,115 +13 +0.32%
Rise Advisors LLC 399 400 +1 +0.25%
Financial Freedom LLC 4,777 4,787 +10 +0.21%
Key Client Fiduciary Advisors LLC 2,931 2,936 +5 +0.17%
13F Filers Reporting New Positions In IYF
Park Avenue Securities LLC 0 2,235 +2,235 +100%
Simplex Trading LLC 0 173 +173 +100%
Retirement Planning Group 0 2,581 +2,581 +100%
Kessler Investment Group LLC 0 3 +3 +100%
Dakota Wealth Management 0 4,870 +4,870 +100%
SeaCrest Wealth Management LLC 0 2,181 +2,181 +100%
EWG Elevate Inc. 0 40,183 +40,183 +100%
Coastal Investment Advisors Inc. 0 783 +783 +100%
Pacifica Partners Inc. 0 86 +86 +100%
waypoint wealth counsel 0 2,176 +2,176 +100%
Touchstone Capital Inc. 0 2,837 +2,837 +100%
Eagle Strategies LLC 0 3,835 +3,835 +100%
Focus Financial Network Inc. 0 3,372 +3,372 +100%
Cascade Wealth Advisors Inc 0 8,280 +8,280 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 480 480 UNCH 0.00%
Caldwell Sutter Capital Inc. 641 641 UNCH 0.00%
First Merchants Corp 3,304 3,304 UNCH 0.00%
Private Trust Co. NA 200 200 UNCH 0.00%
Acropolis Investment Management LLC 5,740 5,740 UNCH 0.00%
AlphaMark Advisors LLC 200 200 UNCH 0.00%
Hanson & Doremus Investment Management 1,108 1,108 UNCH 0.00%
Harbor Investment Advisory LLC 80 80 UNCH 0.00%
Allworth Financial LP 1,062 1,062 UNCH 0.00%
Sugarloaf Wealth Management LLC 380 380 UNCH 0.00%
Summit Trail Advisors LLC 3,134 3,134 UNCH 0.00%
Founders Capital Management 87 87 UNCH 0.00%
Bogart Wealth LLC 310 310 UNCH 0.00%
Global Retirement Partners LLC 137 137 UNCH 0.00%
Atticus Wealth Management LLC 269 269 UNCH 0.00%
CFM Wealth Partners LLC 4,122 4,122 UNCH 0.00%
Lpwm LLC 3,940 3,940 UNCH 0.00%
Magnolia Capital Management Ltd. 8,845 8,845 UNCH 0.00%
Center for Financial Planning Inc. 310 310 UNCH 0.00%
TrueWealth Advisors LLC 2,388 2,388 UNCH 0.00%
MTM Investment Management LLC 300 300 UNCH 0.00%
Hexagon Capital Partners LLC 600 600 UNCH 0.00%
DHJJ Financial Advisors Ltd. 593 593 UNCH 0.00%
HFG Advisors Inc. 7,631 7,631 UNCH 0.00%
High Net Worth Advisory Group LLC 2,500 2,500 UNCH 0.00%
Verum Partners LLC 3,000 3,000 UNCH 0.00%
Register Financial Advisors LLC 8 8 UNCH 0.00%
Compass Wealth Management LLC 1,000 1,000 UNCH 0.00%
Financial Perspectives Inc 345 345 UNCH 0.00%
Bear Mountain Capital Inc. 2,697 2,697 UNCH 0.00%
13F Filers Decreasing IYF Share Count
Newbridge Financial Services Group Inc. 1,986 531 -1,455 -73.26%
Dynamic Advisor Solutions LLC 6,481 3,328 -3,153 -48.65%
CX Institutional 48,691 25,115 -23,576 -48.42%
West Paces Advisors Inc. 550 295 -255 -46.36%
Fifth Third Bancorp 1,986 1,100 -886 -44.61%
Central Valley Advisors LLC 11,275 6,927 -4,348 -38.56%
Zimmermann Investment Management & Planning LLC 4,932 3,432 -1,500 -30.41%
Spire Wealth Management 719 546 -173 -24.06%
NBC Securities Inc. 2,638 2,098 -540 -20.47%
Westside Investment Management Inc. 466 375 -91 -19.53%
Capital Advisory Group Advisory Services LLC 4,060 3,435 -625 -15.39%
Raymond James Financial Services Advisors Inc. 99,135 86,705 -12,430 -12.54%
Capital Investment Advisors LLC 3,917 3,457 -460 -11.74%
Stillwater Capital Advisors LLC 62,958 56,283 -6,675 -10.60%
Independence Bank of Kentucky 615 555 -60 -9.76%
Davis Capital Management 303 280 -23 -7.59%
Meridian Wealth Management LLC 3,785 3,555 -230 -6.08%
Bank of New York Mellon Corp 2,651 2,557 -94 -3.55%
Ferguson Wellman Capital Management Inc. 2,720 2,625 -95 -3.49%
Raymond James Trust N.A. 3,642 3,566 -76 -2.09%
Wealth Enhancement Advisory Services LLC 9,632 9,434 -198 -2.06%
Adell Harriman & Carpenter Inc. 5,552 5,452 -100 -1.80%
GDS Wealth Management 150,722 148,294 -2,428 -1.61%
Ironwood Financial llc 5,745 5,657 -88 -1.53%
Sunbelt Securities Inc. 4,064 4,014 -50 -1.23%
Chicago Partners Investment Group LLC 6,856 6,772 -84 -1.23%
Carret Asset Management LLC 2,795 2,770 -25 -0.89%
Wealth Management Partners LLC 7,533 7,495 -38 -0.50%
Charter Oak Capital Management LLC 4,793 4,780 -13 -0.27%
Stratos Wealth Partners LTD. 5,215 5,203 -12 -0.23%
Kovack Advisors Inc. 21,164 21,153 -11 -0.05%
13F Filers Exiting IYF
WealthCare Investment Partners LLC 2,668 0 -2,668 -100.00%
Iron Horse Wealth Management LLC 80 0 -80 -100.00%
International Assets Investment Management LLC 82,684 0 -82,684 -100.00%
Apexium Financial LP 9,024 0 -9,024 -100.00%
Sound Income Strategies LLC 73 0 -73 -100.00%
Pinnacle Bank 601 0 -601 -100.00%
Gradient Investments LLC 38 0 -38 -100.00%

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

IYF Holdings Changes | www.HoldingsChannel.com

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