Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing QUS Share Count | ||||
Raymond James & Associates | 1,684 | 75,812 | +74,128 | +4401.90% |
Susquehanna International Group LLP | 4,495 | 22,461 | +17,966 | +399.69% |
Cambridge Investment Research Advisors Inc. | 2,162 | 5,591 | +3,429 | +158.60% |
Private Advisor Group LLC | 9,730 | 24,456 | +14,726 | +151.35% |
Perennial Investment Advisors LLC | 52,585 | 106,276 | +53,691 | +102.10% |
FMR LLC | 264 | 491 | +227 | +85.98% |
US Bancorp DE | 200 | 330 | +130 | +65.00% |
Cerity Partners LLC | 67,461 | 110,206 | +42,745 | +63.36% |
Royal Bank of Canada | 50,693 | 75,289 | +24,596 | +48.52% |
ARQ Wealth Advisors LLC | 2,737 | 3,660 | +923 | +33.72% |
Bank of America Corp DE | 103,172 | 129,830 | +26,658 | +25.84% |
CWM LLC | 3,837 | 4,521 | +684 | +17.83% |
Morgan Stanley | 77,141 | 89,859 | +12,718 | +16.49% |
Howard Capital Management Inc. | 8,303 | 9,403 | +1,100 | +13.25% |
Envestnet Asset Management Inc. | 350,719 | 392,344 | +41,625 | +11.87% |
Garrett Wealth Advisory Group LLC | 137,219 | 152,370 | +15,151 | +11.04% |
Commonwealth Equity Services LLC | 34,339 | 37,834 | +3,495 | +10.18% |
HBW Advisory Services LLC | 14,212 | 15,580 | +1,368 | +9.63% |
GWM Advisors LLC | 26,745 | 28,684 | +1,939 | +7.25% |
Princeton Global Asset Management LLC | 9,281 | 9,811 | +530 | +5.71% |
Strategic Blueprint LLC | 67,341 | 70,829 | +3,488 | +5.18% |
Parsons Capital Management Inc. RI | 21,447 | 22,384 | +937 | +4.37% |
LPL Financial LLC | 461,888 | 481,564 | +19,676 | +4.26% |
Captrust Financial Advisors | 2,106 | 2,180 | +74 | +3.51% |
Theory Financial LLC | 29,095 | 29,838 | +743 | +2.55% |
Allred Capital Management LLC | 5,427 | 5,565 | +138 | +2.54% |
American Money Management LLC | 59,741 | 61,106 | +1,365 | +2.28% |
Sfmg LLC | 490,363 | 496,534 | +6,171 | +1.26% |
Vista Investment Management | 35,107 | 35,520 | +413 | +1.18% |
Creative Financial Designs Inc. ADV | 1,261 | 1,272 | +11 | +0.87% |
Aspire Wealth Management Corp | 693 | 699 | +6 | +0.87% |
New England Private Wealth Advisors LLC | 1,666 | 1,680 | +14 | +0.84% |
Lbmc Investment Advisors LLC | 9,716 | 9,784 | +68 | +0.70% |
Flagship Harbor Advisors LLC | 25,467 | 25,601 | +134 | +0.53% |
Stratos Wealth Partners LTD. | 5,339 | 5,363 | +24 | +0.45% |
John W. Brooker & Co. CPAs | 11,023 | 11,057 | +34 | +0.31% |
Sheets Smith Wealth Management | 8,165 | 8,183 | +18 | +0.22% |
Continuum Advisory LLC | 77,265 | 77,312 | +47 | +0.06% |
13F Filers Reporting New Positions In QUS | ||||
Proequities Inc. | 0 | 194 | +194 | +100% |
Principal Securities Inc. | 0 | 586 | +586 | +100% |
JPMorgan Chase & Co. | 0 | 1,080 | +1,080 | +100% |
MML Investors Services LLC | 0 | 6,501 | +6,501 | +100% |
Valley National Advisers Inc. | 0 | 1,168 | +1,168 | +100% |
NBC Securities Inc. | 0 | 3,687 | +3,687 | +100% |
Comerica Bank | 0 | 1,030 | +1,030 | +100% |
Focus Financial Network Inc. ADV | 0 | 1,926 | +1,926 | +100% |
UMB Bank N A MO | 0 | 40 | +40 | +100% |
American National Bank | 0 | 266 | +266 | +100% |
Avantax Advisory Services Inc. | 0 | 1,771 | +1,771 | +100% |
Janney Montgomery Scott LLC | 0 | 16,612 | +16,612 | +100% |
Mariner LLC | 0 | 4,102 | +4,102 | +100% |
Sandy Spring Bank | 0 | 9,207 | +9,207 | +100% |
Colony Group LLC | 0 | 1,576,382 | +1,576,382 | +100% |
Advisory Services Network LLC | 0 | 292 | +292 | +100% |
Sequoia Financial Advisors LLC | 0 | 1,883 | +1,883 | +100% |
CKW Financial Group | 0 | 635 | +635 | +100% |
Riverpoint Wealth Management Holdings LLC | 0 | 10,032 | +10,032 | +100% |
Waterloo Capital L.P. | 0 | 3,722 | +3,722 | +100% |
Criterion Capital Advisors LLC | 0 | 4,468 | +4,468 | +100% |
Enterprise Bank & Trust Co | 0 | 4,360 | +4,360 | +100% |
Epic Trust Investment Advisors LLC | 0 | 3,837 | +3,837 | +100% |
Vantage Financial Partners LLC | 0 | 2,510 | +2,510 | +100% |
Trifecta Capital Advisors LLC | 0 | 50 | +50 | +100% |
Values Added Financial LLC | 0 | 1,634 | +1,634 | +100% |
Integrity Wealth Solutions LLC | 0 | 36,532 | +36,532 | +100% |
Smartleaf Asset Management LLC | 0 | 7,338 | +7,338 | +100% |
13F Filers With Unchanged Share Count | ||||
Cullen Frost Bankers Inc. | 5,633 | 5,633 | UNCH | 0.00% |
King Luther Capital Management Corp | 5,349 | 5,349 | UNCH | 0.00% |
Harbour Investments Inc. | 350 | 350 | UNCH | 0.00% |
Goldman Sachs Group Inc. | 3,751 | 3,751 | UNCH | 0.00% |
Blair William & Co. IL | 615 | 615 | UNCH | 0.00% |
Baldwin Brothers Inc. MA | 176 | 176 | UNCH | 0.00% |
Private Trust Co. NA | 2,039 | 2,039 | UNCH | 0.00% |
AdvisorNet Financial Inc | 125 | 125 | UNCH | 0.00% |
O Shaughnessy Asset Management LLC | 38 | 38 | UNCH | 0.00% |
Naples Global Advisors LLC | 4,885 | 4,885 | UNCH | 0.00% |
First Horizon Advisors Inc. | 1,410 | 1,410 | UNCH | 0.00% |
Capital Investment Advisory Services LLC | 45 | 45 | UNCH | 0.00% |
Steward Partners Investment Advisory LLC | 218 | 218 | UNCH | 0.00% |
IFG Advisory LLC | 2,235 | 2,235 | UNCH | 0.00% |
Sound Income Strategies LLC | 55 | 55 | UNCH | 0.00% |
Versant Capital Management Inc | 4,159 | 4,159 | UNCH | 0.00% |
Global Retirement Partners LLC | 19 | 19 | UNCH | 0.00% |
JNB Advisors LLC | 2,499 | 2,499 | UNCH | 0.00% |
CFS Investment Advisory Services LLC | 2,511 | 2,511 | UNCH | 0.00% |
Financial Guidance Group Inc. | 3,596 | 3,596 | UNCH | 0.00% |
Drive Wealth Management LLC | 3,585 | 3,585 | UNCH | 0.00% |
Worth Financial Advisory Group LLC | 2,325 | 2,325 | UNCH | 0.00% |
Palo Alto Wealth Advisors LLC | 2,936 | 2,936 | UNCH | 0.00% |
True Wealth Design LLC | 3,601 | 3,601 | UNCH | 0.00% |
13F Filers Decreasing QUS Share Count | ||||
Eagle Strategies LLC | 286,561 | 77,548 | -209,013 | -72.94% |
Advisor Group Holdings Inc. | 51,869 | 31,629 | -20,240 | -39.02% |
Merit Financial Group LLC | 7,762 | 4,846 | -2,916 | -37.57% |
Kestra Advisory Services LLC | 12,689 | 8,330 | -4,359 | -34.35% |
Mercer Global Advisors Inc. ADV | 66,531 | 45,486 | -21,045 | -31.63% |
Resource Planning Group | 49,452 | 36,258 | -13,194 | -26.68% |
Gladstone Institutional Advisory LLC | 7,142 | 5,269 | -1,873 | -26.23% |
Raymond James Financial Services Advisors Inc. | 40,358 | 30,023 | -10,335 | -25.61% |
Cetera Investment Advisers | 4,276 | 3,215 | -1,061 | -24.81% |
Harbor Investment Advisory LLC | 5,103 | 3,916 | -1,187 | -23.26% |
Wealth Enhancement Advisory Services LLC | 4,086 | 3,203 | -883 | -21.61% |
National Asset Management Inc. | 2,169 | 1,708 | -461 | -21.25% |
Retirement Group LLC | 130 | 107 | -23 | -17.69% |
Catalyst Private Wealth LLC | 2,089 | 1,802 | -287 | -13.74% |
Stadion Money Management LLC | 232,340 | 200,655 | -31,685 | -13.64% |
Ameriprise Financial Inc. | 207,455 | 179,170 | -28,285 | -13.63% |
Sentinel Pension Advisors Inc. | 15,131 | 13,381 | -1,750 | -11.57% |
IFP Advisors Inc | 172 | 153 | -19 | -11.05% |
Geneos Wealth Management Inc. | 36,204 | 32,284 | -3,920 | -10.83% |
Hengehold Capital Management LLC | 8,505 | 7,690 | -815 | -9.58% |
Mezzasalma Advisors LLC | 2,401 | 2,182 | -219 | -9.12% |
Hobart Private Capital LLC | 44,855 | 40,901 | -3,954 | -8.82% |
Orion Portfolio Solutions LLC | 2,487 | 2,275 | -212 | -8.52% |
Redhawk Wealth Advisors Inc. | 1,970 | 1,805 | -165 | -8.38% |
J.W. Cole Advisors Inc. | 2,852 | 2,616 | -236 | -8.27% |
Royal Fund Management LLC | 47,315 | 43,451 | -3,864 | -8.17% |
Level Four Advisory Services LLC | 14,797 | 13,712 | -1,085 | -7.33% |
Householder Group Estate & Retirement Specialist LLC | 11,491 | 10,658 | -833 | -7.25% |
Connectus Wealth LLC | 14,665 | 13,604 | -1,061 | -7.23% |
Great Point Wealth Advisors LLC | 123,391 | 115,422 | -7,969 | -6.46% |
McAdam LLC | 15,467 | 14,519 | -948 | -6.13% |
Goodman Advisory Group LLC | 76,784 | 72,531 | -4,253 | -5.54% |
Blackston Financial Advisory Group LLC | 5,468 | 5,168 | -300 | -5.49% |
Tolleson Wealth Management Inc. | 828,315 | 784,951 | -43,364 | -5.24% |
Change Path LLC | 106,256 | 100,972 | -5,284 | -4.97% |
First Hawaiian Bank | 116,527 | 111,337 | -5,190 | -4.45% |
Envestnet Portfolio Solutions Inc. | 6,758 | 6,491 | -267 | -3.95% |
Coastal Investment Advisors Inc. | 2,404 | 2,326 | -78 | -3.24% |
Wealthcare Advisory Partners LLC | 5,808 | 5,625 | -183 | -3.15% |
Cetera Advisor Networks LLC | 4,978 | 4,831 | -147 | -2.95% |
Vicus Capital | 4,719 | 4,591 | -128 | -2.71% |
Valtinson Bruner Financial Planning LLC | 3,535 | 3,446 | -89 | -2.52% |
1620 Investment Advisors Inc. | 5,429 | 5,294 | -135 | -2.49% |
Integrated Wealth Concepts LLC | 1,973 | 1,925 | -48 | -2.43% |
GeoWealth Management LLC | 16,468 | 16,109 | -359 | -2.18% |
Cornerstone Wealth Management LLC | 9,793 | 9,598 | -195 | -1.99% |
Goldstein Advisors LLC | 11,717 | 11,488 | -229 | -1.95% |
Marotta Asset Management | 61,493 | 60,398 | -1,095 | -1.78% |
Collaborative Wealth Managment Inc. | 2,663 | 2,621 | -42 | -1.58% |
Integrated Advisors Network LLC | 4,160 | 4,097 | -63 | -1.51% |
Fort Point Capital Partners LLC | 7,708 | 7,644 | -64 | -0.83% |
Detalus Advisors LLC | 5,341 | 5,316 | -25 | -0.47% |
Sage Mountain Advisors LLC | 192,131 | 191,606 | -525 | -0.27% |
Fifth Third Securities Inc. | 11,839 | 11,819 | -20 | -0.17% |
13F Filers Exiting QUS | ||||
Authentikos Wealth Advisory LLC | 326 | 0 | -326 | -100.00% |
Raleigh Capital Management Inc. | 387 | 0 | -387 | -100.00% |
Ameritas Advisory Services LLC | 2,817 | 0 | -2,817 | -100.00% |
Cary Street Partners Investment Advisory LLC | 545 | 0 | -545 | -100.00% |
Smart Money Group LLC | 2,109 | 0 | -2,109 | -100.00% |
Clarkston Capital Partners LLC | 185 | 0 | -185 | -100.00% |
Tower Research Capital LLC TRC | 3,750 | 0 | -3,750 | -100.00% |
Citadel Advisors LLC | 28,896 | 0 | -28,896 | -100.00% |
Wells Fargo & Company MN | 1 | 0 | -1 | -100.00% |
See Summary: Institutional Holders of QUS
See Details: Top 10 Hedge Funds Holding QUS