ROUS Holdings Changes

This page summarizes the ROUS 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 ROUS 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).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing ROUS Share Count
Global Retirement Partners LLC	612	110,260	+109,648	+17916.34%
Raymond James Financial Services Advisors Inc.	69,157	100,929	+31,772	+45.94%
Commonwealth Equity Services LLC	24,689	30,753	+6,064	+24.56%
Allworth Financial LP	1,964	2,256	+292	+14.87%
Kathleen S. Wright Associates Inc.	6,146	6,336	+190	+3.09%
Raymond James & Associates	17,960	18,191	+231	+1.29%
Janney Montgomery Scott LLC	42,748	42,870	+122	+0.29%
13F Filers Reporting New Positions In ROUS
Proequities Inc.	0	0	UNCH	100%
13F Filers With Unchanged Share Count
CWM LLC	315	315	UNCH	0.00%
First PREMIER Bank	21,560	21,560	UNCH	0.00%
RAM Investment Partners LLC	5,750	5,750	UNCH	0.00%
13F Filers Decreasing ROUS Share Count
Wagner Wealth Management LLC	213,475	28,135	-185,340	-86.82%
Wealth Enhancement Advisory Services LLC	8,465	5,679	-2,786	-32.91%
Main Street Financial Solutions LLC	20,307	15,335	-4,972	-24.48%
Private Advisor Group LLC	11,415	10,614	-801	-7.02%
Fermata Advisors LLC	188,894	176,339	-12,555	-6.65%
13F Filers Exiting ROUS
International Assets Investment Management LLC	69,156	0	-69,156	-100.00%

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

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