HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing XBJL Share Count | ||||
| Orion Capital Management LLC | 15,105 | 18,398 | +3,293 | +21.80% |
| Brookstone Capital Management | 7,074 | 8,607 | +1,533 | +21.67% |
| Millington Financial Advisors LLC | 28,546 | 34,140 | +5,594 | +19.60% |
| Steward Partners Investment Advisory LLC | 11,302 | 13,185 | +1,883 | +16.66% |
| Bank of Montreal Can | 15,900 | 18,500 | +2,600 | +16.35% |
| Commonwealth Equity Services LLC | 104,717 | 110,699 | +5,982 | +5.71% |
| WealthPLAN Partners LLC | 184,551 | 193,844 | +9,293 | +5.04% |
| Weaver Consulting Group | 98,185 | 100,102 | +1,917 | +1.95% |
| First Commonwealth Financial Corp PA | 25,819 | 25,877 | +58 | +0.22% |
| 13F Filers Reporting New Positions In XBJL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Susquehanna International Group LLP | 0 | 12,082 | +12,082 | +100% |
| Diligent Investors LLC | 0 | 6,800 | +6,800 | +100% |
| Arlington Capital Management Inc. | 0 | 22,719 | +22,719 | +100% |
| Arkadios Wealth Advisors | 0 | 7,762 | +7,762 | +100% |
| Caitlin John LLC | 0 | 11 | +11 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Allworth Financial LP | 4,189 | 4,189 | UNCH | 0.00% |
| Cambridge Advisors Inc. | 13,155 | 13,155 | UNCH | 0.00% |
| AE Wealth Management LLC | 7,145 | 7,145 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 6,015 | 6,015 | UNCH | 0.00% |
| Evolution Wealth Advisors LLC | 12,430 | 12,430 | UNCH | 0.00% |
| Visionary Wealth Advisors | 14,561 | 14,561 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 4,886 | 4,886 | UNCH | 0.00% |
| 13F Filers Decreasing XBJL Share Count | ||||
| UBS Group AG | 3,522 | 663 | -2,859 | -81.18% |
| Citadel Advisors LLC | 48,536 | 11,820 | -36,716 | -75.65% |
| Cambridge Investment Research Advisors Inc. | 134,393 | 112,442 | -21,951 | -16.33% |
| Advisor Group Holdings Inc. | 103,791 | 86,923 | -16,868 | -16.25% |
| Snowden Capital Advisors LLC | 87,716 | 78,651 | -9,065 | -10.33% |
| Wealth Enhancement Advisory Services LLC | 97,855 | 89,915 | -7,940 | -8.11% |
| Sunbelt Securities Inc. | 20,167 | 19,037 | -1,130 | -5.60% |
| Cetera Advisor Networks LLC | 216,716 | 211,602 | -5,114 | -2.36% |
| Blue Bell Private Wealth Management LLC | 78,013 | 76,929 | -1,084 | -1.39% |
| Kestra Advisory Services LLC | 26,270 | 26,119 | -151 | -0.57% |
| Centaurus Financial Inc. | 91,455 | 91,077 | -378 | -0.41% |
| Cetera Investment Advisers | 160,981 | 160,495 | -486 | -0.30% |
| Chicago Partners Investment Group LLC | 61,197 | 61,174 | -23 | -0.04% |
| 13F Filers Exiting XBJL | ||||
| WealthPlan Investment Management LLC | 184,551 | 0 | -184,551 | -100.00% |
| OLD Mission Capital LLC | 13,610 | 0 | -13,610 | -100.00% |
| Morgan Stanley | 2,000 | 0 | -2,000 | -100.00% |
See Summary: Institutional Holders of XBJL
See Details: Top 10 Hedge Funds Holding XBJL
