HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IYJ Share Count | ||||
| MinichMacGregor Wealth Management LLC | 3,699 | 68,825 | +65,126 | +1760.64% |
| Sunbelt Securities Inc. | 1,382 | 6,557 | +5,175 | +374.46% |
| Brookstone Capital Management | 22,772 | 39,857 | +17,085 | +75.03% |
| Stratos Wealth Partners LTD. | 2,106 | 2,455 | +349 | +16.57% |
| Royal Fund Management LLC | 16,391 | 17,441 | +1,050 | +6.41% |
| Wealth Enhancement Advisory Services LLC | 2,648 | 2,718 | +70 | +2.64% |
| CWM LLC | 6,223 | 6,363 | +140 | +2.25% |
| Modus Advisors LLC | 43,915 | 44,320 | +405 | +0.92% |
| Shulman DeMeo Asset Management LLC | 19,310 | 19,348 | +38 | +0.20% |
| Grey Fox Wealth Advisors LLC | 2,252 | 2,256 | +4 | +0.18% |
| Ignite Planners LLC | 3,921 | 3,926 | +5 | +0.13% |
| 13F Filers Reporting New Positions In IYJ | ||||
| Atlas Brown Inc. | 0 | 1,677 | +1,677 | +100% |
| Mather Group LLC. | 0 | 96 | +96 | +100% |
| Stratos Wealth Advisors LLC | 0 | 1,879 | +1,879 | +100% |
| Pacifica Partners Inc. | 0 | 181 | +181 | +100% |
| Apeiron RIA LLC | 0 | 1,756 | +1,756 | +100% |
| Cadent Capital Advisors LLC | 0 | 33,553 | +33,553 | +100% |
| Fiduciary Alliance LLC | 0 | 1,731 | +1,731 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 180 | 180 | UNCH | 0.00% |
| Summit Financial Group Inc. | 3,200 | 3,200 | UNCH | 0.00% |
| Norwood Financial Corp | 1,345 | 1,345 | UNCH | 0.00% |
| Optimum Investment Advisors | 400 | 400 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 975 | 975 | UNCH | 0.00% |
| Avondale Wealth Management | 500 | 500 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 313 | 313 | UNCH | 0.00% |
| CFM Wealth Partners LLC | 1,963 | 1,963 | UNCH | 0.00% |
| Magnolia Capital Management Ltd. | 22,010 | 22,010 | UNCH | 0.00% |
| Rise Advisors LLC | 64 | 64 | UNCH | 0.00% |
| Galvin Gaustad & Stein LLC | 1,800 | 1,800 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| Chemistry Wealth Management LLC | 2,149 | 2,149 | UNCH | 0.00% |
| Noble Family Wealth LLC | 3,600 | 3,600 | UNCH | 0.00% |
| West Paces Advisors Inc. | 390 | 390 | UNCH | 0.00% |
| 13F Filers Decreasing IYJ Share Count | ||||
| CX Institutional | 35,575 | 13,217 | -22,358 | -62.85% |
| Tsfg LLC | 379 | 254 | -125 | -32.98% |
| Wealth Management Partners LLC | 4,990 | 3,538 | -1,452 | -29.10% |
| Viewpoint Capital Management LLC | 325 | 235 | -90 | -27.69% |
| Patriot Investment Management Inc. | 2,892 | 2,670 | -222 | -7.68% |
| Davis Capital Management | 236 | 222 | -14 | -5.93% |
| Matthew Goff Investment Advisor LLC | 1,828 | 1,778 | -50 | -2.74% |
| Inspirion Wealth Advisors LLC | 2,794 | 2,744 | -50 | -1.79% |
| Stillwater Capital Advisors LLC | 13,834 | 13,596 | -238 | -1.72% |
| Ferguson Wellman Capital Management Inc. | 70,957 | 69,882 | -1,075 | -1.52% |
| Griffin Asset Management Inc. | 2,285 | 2,280 | -5 | -0.22% |
| 13F Filers Exiting IYJ | ||||
| Central Valley Advisors LLC | 5,256 | 0 | -5,256 | -100.00% |
| Iron Horse Wealth Management LLC | 3 | 0 | -3 | -100.00% |
| International Assets Investment Management LLC | 33,266 | 0 | -33,266 | -100.00% |
See Summary: Institutional Holders of IYJ
See Details: Top 10 Hedge Funds Holding IYJ
