HoldingsChannel.com
| Filer | 12/31/2021 Share Count | 3/31/2022 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing LOUP Share Count | ||||
| Cambridge Investment Research Advisors Inc. | 25,328 | 46,755 | +21,427 | +84.60% |
| Envestnet Asset Management Inc. | 43,691 | 58,574 | +14,883 | +34.06% |
| Capstone Triton Financial Group LLC | 15,320 | 17,075 | +1,755 | +11.46% |
| Tradition Wealth Management LLC | 149,682 | 164,669 | +14,987 | +10.01% |
| Quantitative Advantage LLC | 6,723 | 7,247 | +524 | +7.79% |
| Epiq Partners LLC | 71,974 | 75,824 | +3,850 | +5.35% |
| Advisor Group Holdings Inc. | 21,724 | 21,761 | +37 | +0.17% |
| 13F Filers Reporting New Positions In LOUP | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Money Concepts Capital Corp | 0 | 230 | +230 | +100% |
| Northwestern Mutual Wealth Management Co. | 0 | 5 | +5 | +100% |
| STA Wealth Management LLC | 0 | 4,731 | +4,731 | +100% |
| Jane Street Group LLC | 0 | 11,169 | +11,169 | +100% |
| Toroso Investments LLC | 0 | 6,293 | +6,293 | +100% |
| GoalVest Advisory LLC | 0 | 2,110 | +2,110 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Creative Financial Designs Inc. ADV | 720 | 720 | UNCH | 0.00% |
| Blue Bell Private Wealth Management LLC | 300 | 300 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 100 | 100 | UNCH | 0.00% |
| Asset Dedication LLC | 436 | 436 | UNCH | 0.00% |
| Pillar Wealth Advisors LLC | 5,443 | 5,443 | UNCH | 0.00% |
| Clear Creek Financial Management LLC | 4,430 | 4,430 | UNCH | 0.00% |
| 13F Filers Decreasing LOUP Share Count | ||||
| Truist Financial Corp | 20,810 | 6,325 | -14,485 | -69.61% |
| Susquehanna International Group LLP | 42,119 | 14,000 | -28,119 | -66.76% |
| Raymond James Financial Services Advisors Inc. | 35,650 | 17,379 | -18,271 | -51.25% |
| UBS Group AG | 2,414 | 1,186 | -1,228 | -50.87% |
| Morgan Stanley | 422 | 257 | -165 | -39.10% |
| Raymond James & Associates | 24,397 | 19,188 | -5,209 | -21.35% |
| Rockefeller Capital Management L.P. | 10,926 | 8,727 | -2,199 | -20.13% |
| Sigma Planning Corp | 14,513 | 12,023 | -2,490 | -17.16% |
| LPL Financial LLC | 22,632 | 19,222 | -3,410 | -15.07% |
| Commonwealth Equity Services LLC | 13,552 | 12,558 | -994 | -7.33% |
| Triumph Capital Management | 26,482 | 24,807 | -1,675 | -6.33% |
| Wealthcare Advisory Partners LLC | 5,129 | 4,885 | -244 | -4.76% |
| Royal Bank of Canada | 81,959 | 80,035 | -1,924 | -2.35% |
| 13F Filers Exiting LOUP | ||||
| Snowden Capital Advisors LLC | 435 | 0 | -435 | -100.00% |
| CoreCap Advisors LLC | 50 | 0 | -50 | -100.00% |
| Elmwood Wealth Management Inc. | 900 | 0 | -900 | -100.00% |
| V Wealth Advisors LLC | 3,760 | 0 | -3,760 | -100.00% |
| SRS Capital Advisors Inc. | 182 | 0 | -182 | -100.00% |
| Simplex Trading LLC | 3 | 0 | -3 | -100.00% |
| Eaton Vance Management | 200 | 0 | -200 | -100.00% |
See Summary: Institutional Holders of LOUP
See Details: Top 10 Hedge Funds Holding LOUP
