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IETC

Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 144 Institutional Holders
HolderSharesDateChange% Held
Gradient Investments LLC858.00KJun 30, 26+133.54K13.20%
Kozak & Associates, Inc.464.64KJun 30, 26-189.33K7.15%
LPL Financial LLC332.42KJun 30, 26+24.84K5.11%
UNITED CAPITAL FINANCIAL ADVISERS, LLC121.82KJun 30, 26+2.51K1.87%
RAYMOND JAMES FINANCIAL INC90.78KJun 30, 26+22.30K1.40%
Hoese & Co LLP76.76KJun 30, 26+3.13K1.18%
JPMORGAN CHASE & CO74.17KJun 30, 26-11.62K1.14%
Integrated Wealth Concepts LLC65.53KJun 30, 26-1.44K1.01%
Mattson Financial Services, LLC60.07KJun 30, 26+15.13K0.92%
STIFEL FINANCIAL CORP47.69KJun 30, 26+2.23K0.73%
TWO SIGMA INVESTMENTS, LP47.60KJun 30, 26-50.40K0.73%
CITADEL ADVISORS LLC38.69KJun 30, 26+24.37K0.60%
MML INVESTORS SERVICES, LLC37.53KJun 30, 26-59.19K0.58%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO37.16KJun 30, 26+2.10K0.57%
ENVESTNET ASSET MANAGEMENT INC36.37KJun 30, 26+2.59K0.56%
Oakwell Private Wealth Management, LLC35.36KJun 30, 26-17.17K0.54%
PRINCIPAL SECURITIES, INC.32.74KJun 30, 26+10.50%
Brown Financial Advisors30.23KJun 30, 26+1.27K0.47%
SUTTON PLACE INVESTORS LLC28.32KJun 30, 26+4580.44%
Paladin Wealth, LLC26.62KJun 30, 26+4.62K0.41%
GTS SECURITIES LLC26.42KJun 30, 26--0.41%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC26.40KJun 30, 26+7.62K0.41%
Advisors Capital Management, LLC22.11KJun 30, 26+4.27K0.34%
Cambridge Investment Research Advisors, Inc.21.98KJun 30, 26-9920.34%
Artesa Financial Group, LLC19.13KJun 30, 26+2.09K0.29%
Shira Ridge Wealth Management16.23KJun 30, 26-7330.25%
JONES FINANCIAL COMPANIES LLLP15.95KJun 30, 26-1.23K0.25%
Sigma Planning Corp15.68KJun 30, 26+2.09K0.24%
ADVISOR GROUP HOLDINGS, INC.15.09KJun 30, 26-10.15K0.23%
Global Retirement Partners, LLC13.08KJun 30, 26+13.08K0.20%
WILEY BROS.-AINTREE CAPITAL, LLC12.65KJun 30, 26+1170.19%
TRUIST FINANCIAL CORP12.32KJun 30, 26-26.67K0.19%
Lansing Street Advisors11.94KJun 30, 26-1420.18%
Steward Partners Investment Advisory, LLC11.31KJun 30, 26+3600.17%
KM Capital Management Ltd.11.05KJun 30, 26--0.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.10.97KJun 30, 26-7460.17%
Financial Perspectives, Inc10.43KJun 30, 26+870.16%
COMMONWEALTH EQUITY SERVICES, LLC10.38KJun 30, 26+1.46K0.16%
SUSQUEHANNA INTERNATIONAL GROUP, LLP10.37KJun 30, 26-13.15K0.16%
Ironwood Financial, llc10.21KJun 30, 26-500.16%
Equitable Holdings, Inc.10.08KJun 30, 26+3710.16%
Cetera Investment Advisers10.05KJun 30, 26+1.92K0.15%
KCM INVESTMENT ADVISORS LLC9.64KJun 30, 26--0.15%
IBEX WEALTH ADVISORS7.38KJun 30, 26-1240.11%
Glen Eagle Advisors, LLC6.87KJun 30, 26+8040.11%
Bay Harbor Wealth Management, LLC5.86KJun 30, 26+60.09%
HB Wealth Management, LLC5.72KJun 30, 26+1.50K0.09%
Creative Planning5.13KJun 30, 26+190.08%
Bawa N Mallick Trust5.00KJun 30, 26--0.08%
AMERIPRISE FINANCIAL INC4.95KJun 30, 26+4950.08%
UBS Group AG4.87KJun 30, 26-8280.07%
Stratos Wealth Partners, LTD.4.87KJun 30, 26+2240.07%
Ameritas Advisory Services, LLC4.83KJun 30, 26+2.20K0.07%
Regal Investment Advisors LLC4.75KJun 30, 26+480.07%
Icon Wealth Advisors, LLC4.73KJun 30, 26+50.07%
ROYAL BANK OF CANADA4.40KJun 30, 26-36.53K0.07%
Sanctuary Advisors, LLC4.00KJun 30, 26-970.06%
Cornerstone Wealth Management, LLC3.93KJun 30, 26-1000.06%
TFB Advisors LLC3.87KJun 30, 26--0.06%
MMBG INVESTMENT ADVISORS CO.3.77KJun 30, 26--0.06%
Janney Montgomery Scott LLC3.74KJun 30, 26-1420.06%
Comprehensive Financial Planning, Inc./PA3.56KJun 30, 26+30.05%
Haverford Trust Co3.12KJun 30, 26--0.05%
MORGAN STANLEY3.08KJun 30, 26+2690.05%
Nova Wealth Management, Inc.3.05KJun 30, 26-1520.05%
Hilltop Holdings Inc.3.04KJun 30, 26+3.04K0.05%
PARSONS CAPITAL MANAGEMENT INC/RI2.96KJun 30, 26-2500.05%
Advisory Services Network, LLC2.96KJun 30, 26+1.50K0.05%
Mariner, LLC2.75KJun 30, 26+2.75K0.04%
Kestra Advisory Services, LLC2.57KJun 30, 26-9460.04%
HRT FINANCIAL LP2.47KJun 30, 26+2.47K0.04%
Colony Group, LLC2.40KJun 30, 26+2.40K0.04%
Vise Technologies, Inc.2.27KJun 30, 26-80.03%
Cerity Partners LLC2.26KJun 30, 26+2.26K0.03%
Soundwatch Capital LLC2.20KJun 30, 26-2170.03%
Archer Investment Management, LLC2.18KJun 30, 26+2.18K0.03%
Root Financial Partners, LLC2.12KJun 30, 26--0.03%
Saxony Capital Management, LLC2.10KJun 30, 26-6720.03%
J.W. COLE ADVISORS, INC.2.04KJun 30, 26+2.04K0.03%
OPPENHEIMER & CO INC2.01KJun 30, 26+2.01K0.03%
MONEY CONCEPTS CAPITAL CORP1.96KJun 30, 26-4420.03%
CAPTRUST FINANCIAL ADVISORS1.92KJun 30, 26+1.92K0.03%
Guardian Asset Advisors, LLC1.90KJun 30, 26+1.90K0.03%
ASSETMARK, INC1.90KJun 30, 26-3.24K0.03%
AE Wealth Management LLC1.61KJun 30, 26-140.02%
Allworth Financial LP1.40KJun 30, 26--0.02%
Manchester Capital Management LLC945Jun 30, 26--0.01%
NewEdge Advisors, LLC700Jun 30, 26-500.01%
Richardson Capital Management LLC575Jun 30, 26-3940.01%
IFP Advisors, Inc558Jun 30, 26-3090.01%
Federation des caisses Desjardins du Quebec503Jun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV501Jun 30, 26+5010.01%
BLAIR WILLIAM & CO/IL479Jun 30, 26--0.01%
MONTAG A & ASSOCIATES INC459Jun 30, 26--0.01%
HARBOUR INVESTMENTS, INC.347Jun 30, 26+570.01%
Parkside Financial Bank & Trust295Jun 30, 26--0.00%
Private Wealth Asset Management, LLC267Jun 30, 26--0.00%
Kingdom Financial Group LLC.222Jun 30, 26--0.00%
SRS Capital Advisors, Inc.174Jun 30, 26+1740.00%
TD Waterhouse Canada Inc.162Jun 30, 26--0.00%
WELLS FARGO & COMPANY/MN132Jun 30, 26+1320.00%
MCGUIRE CAPITAL ADVISORS INC103Jun 30, 26+540.00%
TSFG, LLC101Jun 30, 26+10.00%
Concord Wealth Partners100Jun 30, 26+1000.00%
Central Pacific Bank - Trust Division99Jun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.82Jun 30, 26--0.00%
CBIZ Investment Advisory Services, LLC72Jun 30, 26--0.00%
BankPlus Trust Department71Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC68Jun 30, 26+680.00%
US BANCORP \DE\42Jun 30, 26-500.00%
Farther Finance Advisors, LLC36Jun 30, 26-3620.00%
NATIONAL BANK OF CANADA /FI/35Jun 30, 26--0.00%
Continuum Advisory, LLC33Jun 30, 26+330.00%
Spire Wealth Management20Jun 30, 26--0.00%
CoreCap Advisors, LLC19Jun 30, 26+190.00%
Signature Equity Partners, LLC13Jun 30, 26--0.00%
Institute for Wealth Management, LLC.10Jun 30, 26+100.00%
Rossby Financial, LCC8Jun 30, 26--0.00%
ZRC WEALTH MANAGEMENT, LLC1Jun 30, 26--0.00%
Activest Wealth Management--Jun 30, 26-1--
Sound Income Strategies, LLC--Jun 30, 26-65--
Meridian Wealth Management, LLC--Jun 30, 26-3.51K--
A4 Wealth Advisors LLC--Jun 30, 26-3.07K--
Financial Freedom, LLC--Jun 30, 26-629--
VESTOR CAPITAL, LLC--Jun 30, 26-11.09K--
Kesler, Norman & Wride, LLC--Jun 30, 26-4.93K--
Lloyd Advisory Services, LLC.--Jun 30, 26-222--
Financial Partners Group, Inc--Jun 30, 26-5.51K--
MAI Capital Management--Jun 30, 26-58--
Western Wealth Management, LLC--Jun 30, 26-1.53K--
CWM, LLC187Mar 31, 26--0.00%
McIlrath & Eck, LLC146Mar 31, 26--0.00%
CIBC Private Wealth Group, LLC623Dec 31, 25--0.01%
GPS Wealth Strategies Group, LLC--Dec 31, 25-50--
COMERICA BANK--Dec 31, 25-317--
Apexium Financial, LP89.17KSep 30, 25+22.23K1.37%
Moloney Securities Asset Management, LLC7.74KSep 30, 25--0.12%
Atria Wealth Solutions, Inc.55.77KJun 30, 25-2.57K0.86%
RAYMOND JAMES & ASSOCIATES73.40KSep 30, 24+3.77K1.13%
Raymond James Financial Services Advisors, Inc.6.43KSep 30, 24+350.10%
PATHSTONE FAMILY OFFICE, LLC17.45KSep 30, 23+17.45K0.27%
American Portfolios Advisors21Sep 30, 22--0.00%
NEXT Financial Group, Inc166Dec 31, 21--0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.2.91KDec 31, 19+2880.04%

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.