IEZ(IEZ)
IEZ
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 159 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CX Institutional | 375 | Sep 30, 26 | +375 | 0.01% |
| Phoenix Holdings Ltd. | 4.99M | Jun 30, 26 | +4.99M | 99.38% |
| MORGAN STANLEY | 825.00K | Jun 30, 26 | -185.12K | 16.43% |
| LPL Financial LLC | 294.73K | Jun 30, 26 | +171.97K | 5.87% |
| WELLS FARGO & COMPANY/MN | 228.01K | Jun 30, 26 | -198.34K | 4.54% |
| BANK OF AMERICA CORP /DE/ | 219.92K | Jun 30, 26 | -280.59K | 4.38% |
| ROYAL BANK OF CANADA | 188.49K | Jun 30, 26 | -330.86K | 3.75% |
| TWO SIGMA INVESTMENTS, LP | 177.30K | Jun 30, 26 | +177.30K | 3.53% |
| COMMONWEALTH EQUITY SERVICES, LLC | 172.23K | Jun 30, 26 | -2.72K | 3.43% |
| Van Cleef Asset Management,Inc | 171.13K | Jun 30, 26 | -2.60K | 3.41% |
| Advisory Services Network, LLC | 161.48K | Jun 30, 26 | -341.22K | 3.22% |
| D. E. Shaw & Co., Inc. | 144.81K | Jun 30, 26 | +144.81K | 2.88% |
| AMICA MUTUAL INSURANCE CO | 132.24K | Jun 30, 26 | -5.93K | 2.63% |
| UBS Group AG | 129.59K | Jun 30, 26 | -95.28K | 2.58% |
| Tower Research Capital LLC (TRC) | 106.32K | Jun 30, 26 | +90.06K | 2.12% |
| GOLDMAN SACHS GROUP INC | 100.94K | Jun 30, 26 | +74.34K | 2.01% |
| Prospera Financial Services Inc | 91.07K | Jun 30, 26 | -404.98K | 1.81% |
| INDEPENDENT FINANCIAL GROUP, LLC | 87.30K | Jun 30, 26 | -35.79K | 1.74% |
| Tudor Financial Inc. | 77.05K | Jun 30, 26 | -2.36K | 1.53% |
| Apollon Wealth Management, LLC | 51.94K | Jun 30, 26 | +51.94K | 1.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 50.90K | Jun 30, 26 | -12.80K | 1.01% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 50.39K | Jun 30, 26 | -74 | 1.00% |
| HRT FINANCIAL LP | 49.52K | Jun 30, 26 | +49.52K | 0.99% |
| Wealth Management Partners, LLC | 47.24K | Jun 30, 26 | -5.08K | 0.94% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46.43K | Jun 30, 26 | +7.08K | 0.92% |
| ENVESTNET ASSET MANAGEMENT INC | 44.38K | Jun 30, 26 | -17.32K | 0.88% |
| Financial Sense Advisors, Inc. | 43.51K | Jun 30, 26 | -1.22K | 0.87% |
| Brendel Financial Advisors LLC | 43.42K | Jun 30, 26 | -1.69K | 0.86% |
| TRUIST FINANCIAL CORP | 41.85K | Jun 30, 26 | -7.84K | 0.83% |
| FLOW TRADERS U.S. LLC | 40.59K | Jun 30, 26 | +40.59K | 0.81% |
| GTS SECURITIES LLC | 36.27K | Jun 30, 26 | +24.89K | 0.72% |
| Main Street Financial Solutions, LLC | 34.65K | Jun 30, 26 | -2.29K | 0.69% |
| JONES FINANCIAL COMPANIES LLLP | 32.19K | Jun 30, 26 | +15.49K | 0.64% |
| MML INVESTORS SERVICES, LLC | 30.00K | Jun 30, 26 | -1.04M | 0.60% |
| NewEdge Advisors, LLC | 29.84K | Jun 30, 26 | -- | 0.59% |
| Atria Investments, Inc | 26.95K | Jun 30, 26 | +26.95K | 0.54% |
| STIFEL FINANCIAL CORP | 26.81K | Jun 30, 26 | -149.85K | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 21.52K | Jun 30, 26 | -64.93K | 0.43% |
| Qube Research & Technologies Ltd | 20.42K | Jun 30, 26 | +20.42K | 0.41% |
| Sanctuary Advisors, LLC | 18.92K | Jun 30, 26 | +11.36K | 0.38% |
| Waldron Private Wealth LLC | 18.66K | Jun 30, 26 | -- | 0.37% |
| Great Diamond Partners, LLC | 17.16K | Jun 30, 26 | +17.16K | 0.34% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 16.36K | Jun 30, 26 | +138 | 0.33% |
| CI Private Wealth, LLC | 15.81K | Jun 30, 26 | -50 | 0.31% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14.82K | Jun 30, 26 | +14.82K | 0.30% |
| AMERIPRISE FINANCIAL INC | 14.62K | Jun 30, 26 | -96.83K | 0.29% |
| Global Wealth Management, LLC | 14.23K | Jun 30, 26 | +32 | 0.28% |
| Collaborative Capital Advisors LLC | 14.08K | Jun 30, 26 | +14.08K | 0.28% |
| Kesler, Norman & Wride, LLC | 13.69K | Jun 30, 26 | +13.69K | 0.27% |
| CITADEL ADVISORS LLC | 13.32K | Jun 30, 26 | -26.41K | 0.27% |
| Advisors Preferred, LLC | 12.88K | Jun 30, 26 | +11.51K | 0.26% |
| Strategic Investment Solutions, Inc. /IL | 12.45K | Jun 30, 26 | -2.44K | 0.25% |
| PATTEN & PATTEN INC/TN | 11.57K | Jun 30, 26 | -1.42K | 0.23% |
| XTX Topco Ltd | 10.95K | Jun 30, 26 | +10.95K | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 9.86K | Jun 30, 26 | -395.25K | 0.20% |
| Kovack Advisors, Inc. | 8.73K | Jun 30, 26 | -8.73K | 0.17% |
| JPMORGAN CHASE & CO | 8.72K | Jun 30, 26 | +394 | 0.17% |
| TWO SIGMA SECURITIES, LLC | 8.67K | Jun 30, 26 | +8.67K | 0.17% |
| MONEY CONCEPTS CAPITAL CORP | 8.54K | Jun 30, 26 | +8.54K | 0.17% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.31K | Jun 30, 26 | -99 | 0.17% |
| LPWM LLC | 7.90K | Jun 30, 26 | -- | 0.16% |
| Birchcreek Wealth Management, LLC | 7.69K | Jun 30, 26 | +7.69K | 0.15% |
| TOTH FINANCIAL ADVISORY CORP | 4.10K | Jun 30, 26 | -- | 0.08% |
| Global Retirement Partners, LLC | 3.22K | Jun 30, 26 | +3.22K | 0.06% |
| HARBOUR INVESTMENTS, INC. | 3.19K | Jun 30, 26 | +1 | 0.06% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 3.13K | Jun 30, 26 | -- | 0.06% |
| Allworth Financial LP | 2.31K | Jun 30, 26 | +270 | 0.05% |
| Rockefeller Capital Management L.P. | 2.30K | Jun 30, 26 | -- | 0.05% |
| Parallel Advisors, LLC | 2.24K | Jun 30, 26 | +2.24K | 0.04% |
| LOWE BROCKENBROUGH & CO INC | 2.06K | Jun 30, 26 | -- | 0.04% |
| Brentview Investment Management LLC | 2.00K | Jun 30, 26 | -- | 0.04% |
| Capital Advisor Network LLC | 1.99K | Jun 30, 26 | +1.99K | 0.04% |
| CITIGROUP INC | 1.80K | Jun 30, 26 | +1.80K | 0.04% |
| US BANCORP \DE\ | 1.58K | Jun 30, 26 | -- | 0.03% |
| FMR LLC | 1.45K | Jun 30, 26 | +250 | 0.03% |
| Founders Financial Alliance, LLC | 1.10K | Jun 30, 26 | +2 | 0.02% |
| Integrated Wealth Concepts LLC | 1.00K | Jun 30, 26 | +1.00K | 0.02% |
| Federation des caisses Desjardins du Quebec | 660 | Jun 30, 26 | +350 | 0.01% |
| Smartleaf Asset Management LLC | 371 | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 367 | Jun 30, 26 | +367 | 0.01% |
| SIMPLEX TRADING, LLC | 363 | Jun 30, 26 | +363 | 0.01% |
| NBC SECURITIES, INC. | 352 | Jun 30, 26 | +322 | 0.01% |
| BLAIR WILLIAM & CO/IL | 323 | Jun 30, 26 | -- | 0.01% |
| Clearstead Advisors, LLC | 320 | Jun 30, 26 | +1 | 0.01% |
| Steward Partners Investment Advisory, LLC | 293 | Jun 30, 26 | -20.71K | 0.01% |
| FIFTH THIRD BANCORP | 217 | Jun 30, 26 | +217 | 0.00% |
| IFG Advisory, LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| Cedar Mountain Advisors, LLC | 166 | Jun 30, 26 | +1 | 0.00% |
| AlphaCore Capital LLC | 149 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 148 | Jun 30, 26 | +148 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 144 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 137 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 137 | Jun 30, 26 | +89 | 0.00% |
| Cape Investment Advisory, Inc. | 103 | Jun 30, 26 | +103 | 0.00% |
| Allspring Global Investments Holdings, LLC | 87 | Jun 30, 26 | -- | 0.00% |
| DAVENPORT & Co LLC | -- | Jun 30, 26 | -30.61K | -- |
| Well Done, LLC | -- | Jun 30, 26 | -271.75K | -- |
| Cambridge Investment Research Advisors, Inc. | -- | Jun 30, 26 | -11.66K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.84K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -32.09K | -- |
| Cetera Investment Advisers | -- | Jun 30, 26 | -26.24K | -- |
| MinichMacGregor Wealth Management, LLC | -- | Jun 30, 26 | -686.40K | -- |
| Monument Capital Management | -- | Jun 30, 26 | -196.93K | -- |
| Genesee Capital Advisors, LLC | -- | Jun 30, 26 | -16.31K | -- |
| MARSHALL WACE, LLP | -- | Jun 30, 26 | -75.88K | -- |
| VestGen Advisors, LLC | -- | Jun 30, 26 | -110.06K | -- |
| TITLEIST ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -36.25K | -- |
| Wagner Wealth Management, Corp | -- | Jun 30, 26 | -57.82K | -- |
| HighTower Advisors, LLC | -- | Jun 30, 26 | -108.41K | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -1.79K | -- |
| Equitable Holdings, Inc. | -- | Jun 30, 26 | -408.83K | -- |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -60.13K | -- |
| Cadent Capital Advisors, LLC | -- | Jun 30, 26 | -17.35K | -- |
| Amundi | -- | Jun 30, 26 | -30.24K | -- |
| MUIRFIELD WEALTH ADVISORS LLC | -- | Jun 30, 26 | -31.49K | -- |
| LITTLEJOHN FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -67.55K | -- |
| Sunbelt Securities, Inc. | 6.97K | Mar 31, 26 | +4.63K | 0.14% |
| CWM, LLC | 598 | Mar 31, 26 | +130 | 0.01% |
| CIBC Private Wealth Group, LLC | 142 | Dec 31, 25 | -- | 0.00% |
| Amica Retiree Medical Trust | 14.29K | Sep 30, 25 | -- | 0.28% |
| Family Firm, Inc. | 13.42K | Jun 30, 25 | +59 | 0.27% |
| RAYMOND JAMES & ASSOCIATES | 58.24K | Sep 30, 24 | -5.86K | 1.16% |
| Raymond James Financial Services Advisors, Inc. | -- | Sep 30, 24 | -11.73K | -- |
| SUMMIT FINANCIAL GROUP, INC. | 8.91K | Mar 31, 24 | -220 | 0.18% |
| Cutler Group LLC / CA | 200 | Mar 31, 24 | +200 | 0.00% |
| Baystate Wealth Management LLC | 2.65K | Dec 31, 23 | +15 | 0.05% |
| Milestone Advisory Partners | 18.68K | Sep 30, 23 | +2.09K | 0.37% |
| Kore Private Wealth LLC | 24.38K | Sep 30, 22 | -3.23K | 0.49% |
| American Portfolios Advisors | 16.52K | Sep 30, 22 | +16.52K | 0.33% |
| DOWLING & YAHNKE LLC | 10.00K | Sep 30, 22 | -- | 0.20% |
| Covington Capital Management | 586 | Sep 30, 22 | -- | 0.01% |
| Stearns Financial Services Group | 11.88K | Sep 30, 20 | -- | 0.24% |
| Advisor Group, Inc. | 3.10K | Dec 31, 19 | -385 | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.73K | Dec 31, 19 | -1.00K | 0.05% |
| NEXT Financial Holdings | 122 | Mar 31, 19 | +122 | 0.00% |
| Lloyds Banking Group plc | 283 | Dec 31, 18 | -- | 0.01% |
| Patriot Wealth Management, Inc. | -- | Dec 31, 18 | -303.56K | -- |
| RAND WEALTH, LLC | -- | Sep 30, 18 | -92.30K | -- |
| Kabarec Financial Advisors, Ltd. | 130 | Jun 30, 18 | -- | 0.00% |
| DENVER INVESTMENT ADVISORS LLC | -- | Mar 31, 18 | -12.81K | -- |
| Commonwealth Equity Services, Inc | 11.45K | Jun 30, 17 | -308 | 0.23% |
| Virtu KCG Holdings LLC | 10.35K | Jun 30, 17 | +2.45K | 0.21% |
| MSI Financial Services Inc | 646 | Dec 31, 16 | +200 | 0.01% |
| SOCIETE GENERALE | 5.05K | Jun 30, 16 | +5.05K | 0.10% |
| Carnick & Kubik, LLC | 2.00K | Mar 31, 16 | +2.00K | 0.04% |
| Valentine Capital Asset Management, Inc. | 150 | Dec 31, 15 | +150 | 0.00% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -217 | -- |
| MANAGED ACCOUNT ADVISORS LLC | 70 | Jun 30, 15 | -- | 0.00% |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 625 | Mar 31, 15 | -200 | 0.01% |
| MDE Group | -- | Mar 31, 15 | -4.72K | -- |
| VALLEY NATIONAL BANCORP | 7.42K | Dec 31, 14 | +263 | 0.15% |
| SHAPIRO ROBERT N | 200 | Dec 31, 14 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 90 | Dec 31, 14 | -- | 0.00% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -14.66K | -- |
| UBS AG | 465.32K | Sep 30, 14 | +16.05K | 9.27% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -14.99K | -- |
| KNIGHT CAPITAL GROUP LLC | 4.36K | Jun 30, 13 | +4.36K | 0.09% |
| First Allied Securities, Inc. | 708 | Jun 30, 12 | -175 | 0.01% |
| RBC TRUSTEES (Jersey) LTD | -- | Sep 30, 09 | -250 | -- |
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