HoldingsChannel.com
| Filer | 6/30/2023 Share Count | 9/30/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing LDEM Share Count | ||||
| Farther Finance Advisors LLC | 51 | 1,000 | +949 | +1860.78% |
| Global Retirement Partners LLC | 388 | 614 | +226 | +58.25% |
| High Falls Advisors Inc | 5,621 | 8,197 | +2,576 | +45.83% |
| Envestnet Asset Management Inc. | 4,714 | 6,028 | +1,314 | +27.87% |
| Bank of America Corp DE | 4,247 | 5,335 | +1,088 | +25.62% |
| JPMorgan Chase & Co. | 247,505 | 307,272 | +59,767 | +24.15% |
| Wealthsource Partners LLC | 27,429 | 33,305 | +5,876 | +21.42% |
| Commonwealth Equity Services LLC | 37,684 | 43,727 | +6,043 | +16.04% |
| CI Investments Inc. | 4,715 | 5,340 | +625 | +13.26% |
| Keebeck Wealth Management LLC | 25,494 | 28,813 | +3,319 | +13.02% |
| Values Added Financial LLC | 8,932 | 9,950 | +1,018 | +11.40% |
| Integrated Wealth Concepts LLC | 9,426 | 10,235 | +809 | +8.58% |
| Advisory Services Network LLC | 9,041 | 9,670 | +629 | +6.96% |
| CI Private Wealth LLC | 18,833 | 19,935 | +1,102 | +5.85% |
| Merit Financial Group LLC | 19,750 | 20,678 | +928 | +4.70% |
| Addison Advisors LLC | 4,170 | 4,245 | +75 | +1.80% |
| 13F Filers Reporting New Positions In LDEM | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| UBS Group AG | 0 | 1,821 | +1,821 | +100% |
| ONE Advisory Partners LLC | 0 | 9,125 | +9,125 | +100% |
| Mayflower Financial Advisors LLC | 0 | 7,495 | +7,495 | +100% |
| LGT Financial Advisors LLC | 0 | 329 | +329 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| National Bank of Canada FI | 1,142 | 1,142 | UNCH | 0.00% |
| 13F Filers Decreasing LDEM Share Count | ||||
| Advisor Group Holdings Inc. | 3,267 | 284 | -2,983 | -91.31% |
| Flow Traders U.S. LLC | 44,188 | 7,756 | -36,432 | -82.45% |
| Jane Street Group LLC | 149,890 | 80,943 | -68,947 | -46.00% |
| Tcwp LLC | 7,863 | 5,124 | -2,739 | -34.83% |
| Bank of Montreal Can | 144,279 | 94,161 | -50,118 | -34.74% |
| Goodwin Investment Advisory | 1,278 | 846 | -432 | -33.80% |
| My Legacy Advisors LLC | 8,602 | 6,353 | -2,249 | -26.15% |
| W Advisors LLC | 6,295 | 4,788 | -1,507 | -23.94% |
| Stratos Wealth Advisors LLC | 5,908 | 4,725 | -1,183 | -20.02% |
| Wealth Alliance | 14,556 | 12,294 | -2,262 | -15.54% |
| Glass Jacobson Investment Advisors llc | 10,558 | 8,985 | -1,573 | -14.90% |
| Royal Bank of Canada | 3,495 | 2,988 | -507 | -14.51% |
| EverSource Wealth Advisors LLC | 1,467 | 1,272 | -195 | -13.29% |
| One Wealth Advisors LLC | 49,767 | 43,837 | -5,930 | -11.92% |
| Cliftonlarsonallen Wealth Advisors LLC | 15,677 | 14,929 | -748 | -4.77% |
| Citadel Advisors LLC | 6,611 | 6,352 | -259 | -3.92% |
| 13F Filers Exiting LDEM | ||||
| Aprio Wealth Management LLC | 16,150 | 0 | -16,150 | -100.00% |
| OLD Mission Capital LLC | 50,334 | 0 | -50,334 | -100.00% |
| BLB&B Advisors LLC | 6,352 | 0 | -6,352 | -100.00% |
| Morgan Stanley | 318 | 0 | -318 | -100.00% |
See Summary: Institutional Holders of LDEM
See Details: Top 10 Hedge Funds Holding LDEM
