HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing XBIL Share Count | ||||
| Private Trust Co. NA | 900 | 4,905 | +4,005 | +445.00% |
| Trivant Custom Portfolio Group LLC | 180 | 502 | +322 | +178.89% |
| Atticus Wealth Management LLC | 2,088 | 4,915 | +2,827 | +135.39% |
| Spinnaker Investment Group LLC | 8,871 | 19,556 | +10,685 | +120.45% |
| Ausdal Financial Partners Inc. | 4,992 | 10,257 | +5,265 | +105.47% |
| Wealthcare Advisory Partners LLC | 6,108 | 10,772 | +4,664 | +76.36% |
| Ritholtz Wealth Management | 7,557 | 11,662 | +4,105 | +54.32% |
| International Assets Investment Management LLC | 29,450 | 37,485 | +8,035 | +27.28% |
| Commonwealth Equity Services LLC | 184,843 | 215,927 | +31,084 | +16.82% |
| Denver Wealth Management Inc. | 95,822 | 108,812 | +12,990 | +13.56% |
| Walkner Condon Financial Advisors LLC | 4,470 | 5,028 | +558 | +12.48% |
| Private Advisor Group LLC | 204,625 | 227,912 | +23,287 | +11.38% |
| Inspire Advisors LLC | 123,117 | 127,163 | +4,046 | +3.29% |
| Manchester Financial Inc. | 17,968 | 18,407 | +439 | +2.44% |
| Stratos Wealth Advisors LLC | 61,529 | 61,842 | +313 | +0.51% |
| 13F Filers Reporting New Positions In XBIL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| AlphaMark Advisors LLC | 0 | 100 | +100 | +100% |
| Bank of New York Mellon Corp | 0 | 15,795 | +15,795 | +100% |
| WBI Investments | 0 | 4,981 | +4,981 | +100% |
| Susquehanna International Group LLP | 0 | 69,562 | +69,562 | +100% |
| B & T Capital Management DBA Alpha Capital Management | 0 | 10,085 | +10,085 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 12,825 | +12,825 | +100% |
| Good Life Advisors LLC | 0 | 9,144 | +9,144 | +100% |
| Great Valley Advisor Group Inc. | 0 | 7,881 | +7,881 | +100% |
| Revolve Wealth Partners LLC | 0 | 14,452 | +14,452 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Verus Financial Partners Inc. | 4,100 | 4,100 | UNCH | 0.00% |
| Thomasville National Bank | 5,000 | 5,000 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 200 | 200 | UNCH | 0.00% |
| 13F Filers Decreasing XBIL Share Count | ||||
| David Kennon Inc | 165,177 | 14,972 | -150,205 | -90.94% |
| Milestone Asset Management LLC | 279,542 | 103,801 | -175,741 | -62.87% |
| Stratos Wealth Partners LTD. | 79,958 | 55,565 | -24,393 | -30.51% |
| Benjamin F. Edwards & Company Inc. | 103,283 | 82,095 | -21,188 | -20.51% |
| Janney Montgomery Scott LLC | 148,131 | 117,772 | -30,359 | -20.49% |
| First Heartland Consultants Inc. | 26,554 | 21,772 | -4,782 | -18.01% |
| 13F Filers Exiting XBIL | ||||
| F M Investments LLC | 71,039 | 0 | -71,039 | -100.00% |
| Ferguson Shapiro LLC | 362,409 | 0 | -362,409 | -100.00% |
| Synergy Financial Management LLC | 42,145 | 0 | -42,145 | -100.00% |
| Perigon Wealth Management LLC | 4,250 | 0 | -4,250 | -100.00% |
See Summary: Institutional Holders of XBIL
See Details: Top 10 Hedge Funds Holding XBIL
