| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SDY Share Count |
|---|
| Miracle Mile Advisors LLC |
1,868 |
56,964 |
+55,096 |
+2949.46% |
| Legacy Financial Group LLC |
23,500 |
393,594 |
+370,094 |
+1574.87% |
| Fifth Third Wealth Advisors LLC |
2,883 |
27,845 |
+24,962 |
+865.83% |
| CWM LLC |
57,994 |
118,784 |
+60,790 |
+104.82% |
| Stephens Consulting LLC |
548 |
1,115 |
+567 |
+103.47% |
| WFA Asset Management Corp |
158 |
319 |
+161 |
+101.90% |
| Wealthcare Advisory Partners LLC |
5,424 |
9,409 |
+3,985 |
+73.47% |
| Register Financial Advisors LLC |
67 |
108 |
+41 |
+61.19% |
| MCF Advisors LLC |
2,440 |
3,765 |
+1,325 |
+54.30% |
| Pallas Capital Advisors LLC |
5,079 |
7,563 |
+2,484 |
+48.91% |
| Aspiriant LLC |
11,430 |
15,766 |
+4,336 |
+37.94% |
| Weaver Consulting Group |
6,144 |
8,389 |
+2,245 |
+36.54% |
| Smith & Howard Wealth Management LLC |
2,217 |
2,851 |
+634 |
+28.60% |
| Salem Investment Counselors Inc. |
2,380 |
2,780 |
+400 |
+16.81% |
| Financial Synergies Wealth Advisors Inc. |
1,294 |
1,500 |
+206 |
+15.92% |
| O ROURKE & COMPANY Inc |
2,911 |
3,309 |
+398 |
+13.67% |
| Tompkins Financial Corp |
1,881 |
2,105 |
+224 |
+11.91% |
| Ehrlich Financial Group |
4,578 |
5,029 |
+451 |
+9.85% |
| Aurum Wealth Management Group LLC |
2,316 |
2,464 |
+148 |
+6.39% |
| Butensky & Cohen Financial Security Inc. |
7,792 |
8,169 |
+377 |
+4.84% |
| Kingswood Wealth Advisors LLC |
19,494 |
20,438 |
+944 |
+4.84% |
| Trilogy Capital Inc. |
42,386 |
44,370 |
+1,984 |
+4.68% |
| Kaydan Wealth Management Inc. |
5,118 |
5,349 |
+231 |
+4.51% |
| NBC Securities Inc. |
2,704 |
2,811 |
+107 |
+3.96% |
| Cornerstone Wealth Management LLC |
52,338 |
54,389 |
+2,051 |
+3.92% |
| OneAscent Financial Services LLC |
4,173 |
4,325 |
+152 |
+3.64% |
| Hyperion Partners LLC |
163,223 |
168,621 |
+5,398 |
+3.31% |
| Clarity Wealth Advisors LLC |
2,439 |
2,514 |
+75 |
+3.08% |
| Seamount Financial Group Inc. |
6,670 |
6,870 |
+200 |
+3.00% |
| Cooksen Wealth LLC |
11,325 |
11,628 |
+303 |
+2.68% |
| Albion Financial Group UT |
61,852 |
63,467 |
+1,615 |
+2.61% |
| International Assets Investment Management LLC |
9,078 |
9,271 |
+193 |
+2.13% |
| Ironwood Wealth Management Inc. |
81,911 |
83,084 |
+1,173 |
+1.43% |
| Key Client Fiduciary Advisors LLC |
2,575 |
2,605 |
+30 |
+1.17% |
| Ellis Investment Partners LLC |
4,404 |
4,446 |
+42 |
+0.95% |
| Kowal Investment Group LLC |
2,048 |
2,066 |
+18 |
+0.88% |
| Ferguson Wellman Capital Management Inc. |
19,195 |
19,343 |
+148 |
+0.77% |
| Investment Partners LTD. |
22,730 |
22,903 |
+173 |
+0.76% |
| Westside Investment Management Inc. |
30,901 |
31,132 |
+231 |
+0.75% |
| Bridge Advisory LLC |
14,233 |
14,311 |
+78 |
+0.55% |
| Sar Wealth Management Group LLC |
98,147 |
98,670 |
+523 |
+0.53% |
| LexAurum Advisors LLC |
4,742 |
4,766 |
+24 |
+0.51% |
| Wedmont Private Capital |
3,776 |
3,794 |
+18 |
+0.48% |
| Compass Ion Advisors LLC |
8,941 |
8,979 |
+38 |
+0.43% |
| O Brien Wealth Partners LLC |
6,907 |
6,936 |
+29 |
+0.42% |
| Atticus Wealth Management LLC |
8,963 |
8,992 |
+29 |
+0.32% |
| High Net Worth Advisory Group LLC |
9,366 |
9,396 |
+30 |
+0.32% |
| MPS Loria Financial Planners LLC |
11,757 |
11,794 |
+37 |
+0.31% |
| SeaCrest Wealth Management LLC |
3,494 |
3,504 |
+10 |
+0.29% |
| Private Capital Management LLC |
5,262 |
5,274 |
+12 |
+0.23% |
| PPS&V Asset Management Consultants Inc. |
12,152 |
12,171 |
+19 |
+0.16% |
| Lbmc Investment Advisors LLC |
2,642 |
2,644 |
+2 |
+0.08% |
| RWM Asset Management LLC |
71,348 |
71,375 |
+27 |
+0.04% |
| John W. Brooker & Co. CPAs |
2,865 |
2,866 |
+1 |
+0.03% |
| 13F Filers Reporting New Positions In SDY |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
11,999 |
+11,999 |
+100% |
| Toth Financial Advisory Corp |
0 |
117 |
+117 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
4,254 |
+4,254 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
1,177 |
+1,177 |
+100% |
| Farmers & Merchants Investments Inc. |
0 |
250 |
+250 |
+100% |
| Northwest Investment Counselors LLC |
0 |
1,048 |
+1,048 |
+100% |
| SMI Advisory Services LLC |
0 |
21,527 |
+21,527 |
+100% |
| Stony Point Wealth Management Inc. |
0 |
1,548 |
+1,548 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
1,600 |
+1,600 |
+100% |
| Cannon Global Investment Management LLC |
0 |
3,800 |
+3,800 |
+100% |
| Caerus Investment Advisors LLC |
0 |
1,600 |
+1,600 |
+100% |
| Global Assets Advisory LLC |
0 |
22,862 |
+22,862 |
+100% |
| Daymark Wealth Partners LLC |
0 |
2,095 |
+2,095 |
+100% |
| Emprise Bank |
0 |
4,295 |
+4,295 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Romano Brothers AND Company |
2,285 |
2,285 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
1,075 |
1,075 |
UNCH |
0.00% |
| First Hawaiian Bank |
12,664 |
12,664 |
UNCH |
0.00% |
| Chemung Canal Trust Co. |
2,184 |
2,184 |
UNCH |
0.00% |
| First National Corp MA ADV |
71,126 |
71,126 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
6,024 |
6,024 |
UNCH |
0.00% |
| Matrix Asset Advisors Inc. NY |
3,845 |
3,845 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
3,380 |
3,380 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
2,335 |
2,335 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
1,300 |
1,300 |
UNCH |
0.00% |
| Adirondack Trust Co. |
1,460 |
1,460 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
139 |
139 |
UNCH |
0.00% |
| Webster Bank N. A. |
1,316 |
1,316 |
UNCH |
0.00% |
| American National Bank |
3,560 |
3,560 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
340 |
340 |
UNCH |
0.00% |
| Bangor Savings Bank |
1,759 |
1,759 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
3,954 |
3,954 |
UNCH |
0.00% |
| West Oak Capital LLC |
425 |
425 |
UNCH |
0.00% |
| Gibson Capital LLC |
1,622 |
1,622 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
769 |
769 |
UNCH |
0.00% |
| Asset Dedication LLC |
2,978 |
2,978 |
UNCH |
0.00% |
| Sequent Asset Management LLC |
3,119 |
3,119 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
225 |
225 |
UNCH |
0.00% |
| Curbstone Financial Management Corp |
7,350 |
7,350 |
UNCH |
0.00% |
| MV Capital Management Inc. |
158 |
158 |
UNCH |
0.00% |
| Cambridge Advisors Inc. |
5,146 |
5,146 |
UNCH |
0.00% |
| Community Bank & Trust Waco Texas |
1,918 |
1,918 |
UNCH |
0.00% |
| Integrated Investment Consultants LLC |
2,409 |
2,409 |
UNCH |
0.00% |
| Harbour Capital Advisors LLC |
17,763 |
17,763 |
UNCH |
0.00% |
| Narus Financial Partners LLC |
2,200 |
2,200 |
UNCH |
0.00% |
| Pinnacle Bank |
1,180 |
1,180 |
UNCH |
0.00% |
| Founders Capital Management |
360 |
360 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
1,795 |
1,795 |
UNCH |
0.00% |
| APCM Wealth Management for Individuals |
605 |
605 |
UNCH |
0.00% |
| Versant Capital Management Inc |
1,292 |
1,292 |
UNCH |
0.00% |
| Pflug Koory LLC |
185 |
185 |
UNCH |
0.00% |
| S.E.E.D. Planning Group LLC |
2,687 |
2,687 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
861 |
861 |
UNCH |
0.00% |
| Occidental Asset Management LLC |
16,226 |
16,226 |
UNCH |
0.00% |
| Red Door Wealth Management LLC |
1,789 |
1,789 |
UNCH |
0.00% |
| Benchmark Wealth Management LLC |
5,686 |
5,686 |
UNCH |
0.00% |
| Kathmere Capital Management LLC |
1,689 |
1,689 |
UNCH |
0.00% |
| Epiq Partners LLC |
1,710 |
1,710 |
UNCH |
0.00% |
| Atlas Private Wealth Management |
1,701 |
1,701 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
7,124 |
7,124 |
UNCH |
0.00% |
| CVA Family Office LLC |
125 |
125 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
1,227 |
1,227 |
UNCH |
0.00% |
| Revolve Wealth Partners LLC |
2,856 |
2,856 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
685 |
685 |
UNCH |
0.00% |
| Garrett Investment Advisors LLC |
1,875 |
1,875 |
UNCH |
0.00% |
| Foster Group Inc. |
2,936 |
2,936 |
UNCH |
0.00% |
| West Financial Advisors LLC |
294 |
294 |
UNCH |
0.00% |
| Collective Family Office LLC |
1,948 |
1,948 |
UNCH |
0.00% |
| Hoffman Alan N Investment Management |
2,471 |
2,471 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
515 |
515 |
UNCH |
0.00% |
| Ridgecrest Wealth Partners LLC |
2,724 |
2,724 |
UNCH |
0.00% |
| City State Bank |
338 |
338 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
20 |
20 |
UNCH |
0.00% |
| Worth Asset Management LLC |
1,819 |
1,819 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
8,617 |
8,617 |
UNCH |
0.00% |
| Horizons Wealth Management |
850 |
850 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
500 |
500 |
UNCH |
0.00% |
| McGlone Suttner Wealth Management Inc. |
14,676 |
14,676 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
1,850 |
1,850 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
530 |
530 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
147 |
147 |
UNCH |
0.00% |
| Trivant Custom Portfolio Group LLC |
600 |
600 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
3,522 |
3,522 |
UNCH |
0.00% |
| GAMMA Investing LLC |
1,468 |
1,468 |
UNCH |
0.00% |
| New Century Financial Group LLC |
6,540 |
6,540 |
UNCH |
0.00% |
| Walden Wealth Partners LLC |
6,941 |
6,941 |
UNCH |
0.00% |
| 13F Filers Decreasing SDY Share Count |
|---|
| Nvest Financial LLC |
21,388 |
1,543 |
-19,845 |
-92.79% |
| Private Ocean LLC |
3,561 |
273 |
-3,288 |
-92.33% |
| Advisor Resource Council |
35,644 |
2,758 |
-32,886 |
-92.26% |
| AdvisorNet Financial Inc |
17,417 |
2,312 |
-15,105 |
-86.73% |
| Roble Belko & Company Inc |
139,393 |
19,153 |
-120,240 |
-86.26% |
| Hexagon Capital Partners LLC |
52 |
10 |
-42 |
-80.77% |
| Cadent Capital Advisors LLC |
106,760 |
26,384 |
-80,376 |
-75.29% |
| Allred Capital Management LLC |
4,971 |
1,972 |
-2,999 |
-60.33% |
| Denver Wealth Management Inc. |
79,579 |
33,390 |
-46,189 |
-58.04% |
| Fifth Third Securities Inc. |
26,196 |
11,645 |
-14,551 |
-55.55% |
| Mayfair Advisory Group LLC |
4,233 |
2,444 |
-1,789 |
-42.26% |
| Spinnaker Investment Group LLC |
8,239 |
5,111 |
-3,128 |
-37.97% |
| Charles Schwab Trust Co |
24,567 |
16,035 |
-8,532 |
-34.73% |
| Fiduciary Alliance LLC |
2,926 |
1,941 |
-985 |
-33.66% |
| AFG Fiduciary Services Limited Partnership |
2,326 |
1,569 |
-757 |
-32.55% |
| Lowe Wealth Advisors LLC |
196 |
136 |
-60 |
-30.61% |
| Oak Asset Management LLC |
3,325 |
2,425 |
-900 |
-27.07% |
| Horizon Bancorp Inc. IN |
2,281 |
1,746 |
-535 |
-23.45% |
| Compass Financial Group INC SD |
3,063 |
2,367 |
-696 |
-22.72% |
| Brookstone Capital Management |
2,287 |
1,785 |
-502 |
-21.95% |
| Tsfg LLC |
3,233 |
2,555 |
-678 |
-20.97% |
| Capital Asset Advisory Services LLC |
7,555 |
5,984 |
-1,571 |
-20.79% |
| Sunbelt Securities Inc. |
11,247 |
9,323 |
-1,924 |
-17.11% |
| Thrive Wealth Management LLC |
2,104 |
1,746 |
-358 |
-17.02% |
| Congress Wealth Management LLC DE |
10,463 |
8,748 |
-1,715 |
-16.39% |
| Disciplined Investments LLC |
5,501 |
4,688 |
-813 |
-14.78% |
| MKT Advisors LLC |
7,198 |
6,157 |
-1,041 |
-14.46% |
| Hillcrest Wealth Advisors NY LLC |
23,680 |
20,280 |
-3,400 |
-14.36% |
| Monterey Private Wealth Inc. |
2,192 |
1,885 |
-307 |
-14.01% |
| Massmutual Trust Co. FSB ADV |
1,878 |
1,619 |
-259 |
-13.79% |
| Flagship Harbor Advisors LLC |
53,018 |
45,808 |
-7,210 |
-13.60% |
| Ausdal Financial Partners Inc. |
6,750 |
5,939 |
-811 |
-12.01% |
| Capstone Wealth Management Group LLC |
39,647 |
35,143 |
-4,504 |
-11.36% |
| Elk River Wealth Management LLC |
406,741 |
362,805 |
-43,936 |
-10.80% |
| Wealth Enhancement Advisory Services LLC |
189,578 |
169,140 |
-20,438 |
-10.78% |
| Baugh & Associates LLC |
3,816 |
3,424 |
-392 |
-10.27% |
| Valley National Advisers Inc. |
2,488 |
2,233 |
-255 |
-10.25% |
| Integrity Wealth Solutions LLC |
6,749 |
6,074 |
-675 |
-10.00% |
| Mather Group LLC. |
3,660 |
3,301 |
-359 |
-9.81% |
| Simon Quick Advisors LLC |
39,327 |
35,761 |
-3,566 |
-9.07% |
| Diversified Trust Co |
11,349 |
10,449 |
-900 |
-7.93% |
| Acropolis Investment Management LLC |
4,058 |
3,747 |
-311 |
-7.66% |
| Saxon Interests Inc. |
8,392 |
7,776 |
-616 |
-7.34% |
| Johnson & White Wealth Management LLC |
58,426 |
54,150 |
-4,276 |
-7.32% |
| Heartwood Wealth Advisors LLC |
3,236 |
3,010 |
-226 |
-6.98% |
| Ballentine Partners LLC |
2,177 |
2,027 |
-150 |
-6.89% |
| Coastal Investment Advisors Inc. |
7,966 |
7,438 |
-528 |
-6.63% |
| Transform Wealth LLC |
10,254 |
9,587 |
-667 |
-6.50% |
| Kovack Advisors Inc. |
8,059 |
7,549 |
-510 |
-6.33% |
| Beese Fulmer Investment Management Inc. |
1,912 |
1,795 |
-117 |
-6.12% |
| Wallace Advisory Group LLC |
1,818 |
1,713 |
-105 |
-5.78% |
| New Hampshire Trust |
3,138 |
2,998 |
-140 |
-4.46% |
| Jeppson Wealth Management LLC |
12,595 |
12,045 |
-550 |
-4.37% |
| Marion Wealth Management |
1,776 |
1,700 |
-76 |
-4.28% |
| Dynamic Advisor Solutions LLC |
73,414 |
70,514 |
-2,900 |
-3.95% |
| Sageworth Trust Co |
4,892 |
4,717 |
-175 |
-3.58% |
| Valeo Financial Advisors LLC |
5,146 |
4,976 |
-170 |
-3.30% |
| Patriot Investment Management Inc. |
9,379 |
9,071 |
-308 |
-3.28% |
| Apexium Financial LP |
72,239 |
69,893 |
-2,346 |
-3.25% |
| Capital Investment Advisors LLC |
582,689 |
563,851 |
-18,838 |
-3.23% |
| RFG Advisory LLC |
6,139 |
5,967 |
-172 |
-2.80% |
| City Holding Co. |
1,691 |
1,644 |
-47 |
-2.78% |
| Mechanics Bank Trust Department |
30,258 |
29,422 |
-836 |
-2.76% |
| Stratos Wealth Partners LTD. |
55,172 |
53,721 |
-1,451 |
-2.63% |
| Agate Pass Investment Management LLC |
9,177 |
8,945 |
-232 |
-2.53% |
| Kwmg LLC |
5,869 |
5,724 |
-145 |
-2.47% |
| Southland Equity Partners LLC |
2,278 |
2,222 |
-56 |
-2.46% |
| Sandy Cove Advisors LLC |
6,999 |
6,827 |
-172 |
-2.46% |
| Triangle Securities Wealth Management |
6,624 |
6,461 |
-163 |
-2.46% |
| Park Avenue Securities LLC |
8,610 |
8,402 |
-208 |
-2.42% |
| Hubbell Strickland Wealth Management LLC |
112,456 |
110,242 |
-2,214 |
-1.97% |
| Appleton Partners Inc. MA |
5,750 |
5,642 |
-108 |
-1.88% |
| Shulman DeMeo Asset Management LLC |
47,870 |
46,987 |
-883 |
-1.84% |
| CX Institutional |
67,205 |
65,972 |
-1,233 |
-1.83% |
| Grimes & Company Inc. |
5,402 |
5,309 |
-93 |
-1.72% |
| Optimum Investment Advisors |
2,059 |
2,024 |
-35 |
-1.70% |
| Hengehold Capital Management LLC |
4,193 |
4,124 |
-69 |
-1.65% |
| Capital Advisors Ltd. LLC |
165,937 |
163,309 |
-2,628 |
-1.58% |
| Market Street Wealth Management Advisors LLC |
6,746 |
6,643 |
-103 |
-1.53% |
| Ellenbecker Investment Group |
16,296 |
16,049 |
-247 |
-1.52% |
| Dumont & Blake Investment Advisors LLC |
26,585 |
26,181 |
-404 |
-1.52% |
| TL Private Wealth |
47,521 |
46,817 |
-704 |
-1.48% |
| BKD Wealth Advisors LLC |
91,009 |
89,667 |
-1,342 |
-1.47% |
| DHJJ Financial Advisors Ltd. |
3,893 |
3,843 |
-50 |
-1.28% |
| CRA Financial Services LLC |
118,121 |
116,765 |
-1,356 |
-1.15% |
| Burns J W & Co. Inc. NY |
6,307 |
6,238 |
-69 |
-1.09% |
| Signature Securities Group Corporation |
9,408 |
9,328 |
-80 |
-0.85% |
| Selective Wealth Management Inc. |
4,098 |
4,066 |
-32 |
-0.78% |
| Capital Advisory Group Advisory Services LLC |
16,474 |
16,374 |
-100 |
-0.61% |
| Stratos Wealth Advisors LLC |
7,005 |
6,967 |
-38 |
-0.54% |
| Berger Financial Group Inc |
2,974 |
2,960 |
-14 |
-0.47% |
| Fulton Bank N.A. |
2,160 |
2,150 |
-10 |
-0.46% |
| Global Trust Asset Management LLC |
4,731 |
4,711 |
-20 |
-0.42% |
| Coston McIsaac & Partners |
14,867 |
14,806 |
-61 |
-0.41% |
| McNaughton Wealth Management LLC |
10,649 |
10,626 |
-23 |
-0.22% |
| Lake Street Financial LLC |
7,574 |
7,568 |
-6 |
-0.08% |
| Thomasville National Bank |
18,830 |
18,824 |
-6 |
-0.03% |
| Central Valley Advisors LLC |
4,070 |
4,069 |
-1 |
-0.02% |
| 13F Filers Exiting SDY |
|---|
| Voisard Asset Management Group Inc. |
97 |
0 |
-97 |
-100.00% |
| Astoria Portfolio Advisors LLC. |
2,923 |
0 |
-2,923 |
-100.00% |
| NorthCrest Asset Manangement LLC |
1,603 |
0 |
-1,603 |
-100.00% |
| Hennion & Walsh Asset Management Inc. |
32,604 |
0 |
-32,604 |
-100.00% |
| Koss Olinger Consulting LLC |
9,946 |
0 |
-9,946 |
-100.00% |
| Marshall Financial Group LLC |
2,131 |
0 |
-2,131 |
-100.00% |
| Bridgewealth Advisory Group LLC |
3,357 |
0 |
-3,357 |
-100.00% |
| Pacifica Partners Inc. |
267 |
0 |
-267 |
-100.00% |
| MinichMacGregor Wealth Management LLC |
2,150 |
0 |
-2,150 |
-100.00% |
| Martin Capital Partners LLC |
18,961 |
0 |
-18,961 |
-100.00% |
| WoodTrust Financial Corp |
1,894 |
0 |
-1,894 |
-100.00% |
| Tradewinds Capital Management LLC |
170 |
0 |
-170 |
-100.00% |
| Asset Allocation & Management Company LLC |
1,902 |
0 |
-1,902 |
-100.00% |
| AMI Asset Management Corp |
6,693 |
0 |
-6,693 |
-100.00% |
| Bourgeon Capital Management LLC |
436 |
0 |
-436 |
-100.00% |
| Calton & Associates Inc. |
2,211 |
0 |
-2,211 |
-100.00% |
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