ITEQ(ITEQ)
ITEQ
Institutional Ownership
Top 64 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| RVW Wealth, LLC | 4.60K | Sep 30, 26 | +47 | 0.26% |
| Farther Finance Advisors, LLC | 400 | Sep 30, 26 | -50 | 0.02% |
| CoreCap Advisors, LLC | 23 | Sep 30, 26 | -- | 0.00% |
| CX Institutional | 10 | Sep 30, 26 | -161 | 0.00% |
| LPL Financial LLC | 129.39K | Jun 30, 26 | +3.69K | 7.39% |
| JANE STREET GROUP, LLC | 44.95K | Jun 30, 26 | -43.60K | 2.57% |
| FLOW TRADERS U.S. LLC | 24.39K | Jun 30, 26 | +3.48K | 1.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.39K | Jun 30, 26 | -4.11K | 0.77% |
| Thayer Partners, LLC / MA | 11.09K | Jun 30, 26 | +192 | 0.63% |
| SNS Financial Group, LLC | 8.00K | Jun 30, 26 | +8.00K | 0.46% |
| CITADEL ADVISORS LLC | 5.87K | Jun 30, 26 | -2.95K | 0.34% |
| CERTUITY, LLC | 5.79K | Jun 30, 26 | -- | 0.33% |
| Pathstone Holdings, LLC | 5.76K | Jun 30, 26 | -- | 0.33% |
| HighTower Advisors, LLC | 4.44K | Jun 30, 26 | +200 | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 4.09K | Jun 30, 26 | +23 | 0.23% |
| Vontobel Holding Ltd. | 3.85K | Jun 30, 26 | +3.85K | 0.22% |
| Ausdal Financial Partners, Inc. | 3.69K | Jun 30, 26 | +3.69K | 0.21% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.42K | Jun 30, 26 | +3.42K | 0.20% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.21K | Jun 30, 26 | -80 | 0.18% |
| MORGAN STANLEY | 2.20K | Jun 30, 26 | +230 | 0.13% |
| HARBOUR INVESTMENTS, INC. | 2.02K | Jun 30, 26 | -- | 0.12% |
| IFP Advisors, Inc | 1.92K | Jun 30, 26 | +123 | 0.11% |
| Glassman Wealth Services | 1.68K | Jun 30, 26 | -- | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 1.34K | Jun 30, 26 | +304 | 0.08% |
| BANK OF MONTREAL /CAN/ | 1.28K | Jun 30, 26 | -- | 0.07% |
| ROYAL BANK OF CANADA | 1.14K | Jun 30, 26 | -49 | 0.07% |
| BLAIR WILLIAM & CO/IL | 1.00K | Jun 30, 26 | -- | 0.06% |
| TD Waterhouse Canada Inc. | 703 | Jun 30, 26 | -- | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 655 | Jun 30, 26 | +655 | 0.04% |
| Steward Partners Investment Advisory, LLC | 500 | Jun 30, 26 | +200 | 0.03% |
| FMR LLC | 465 | Jun 30, 26 | -62 | 0.03% |
| Glass Jacobson Investment Advisors llc | 455 | Jun 30, 26 | -- | 0.03% |
| Ancora Advisors, LLC | 420 | Jun 30, 26 | -- | 0.02% |
| Activest Wealth Management | 381 | Jun 30, 26 | -- | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 355 | Jun 30, 26 | -- | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 280 | Jun 30, 26 | -- | 0.02% |
| US BANCORP \DE\ | 220 | Jun 30, 26 | -- | 0.01% |
| Key FInancial Inc | 167 | Jun 30, 26 | -- | 0.01% |
| VALLEY NATIONAL ADVISERS INC | 152 | Jun 30, 26 | -- | 0.01% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 150 | Jun 30, 26 | -- | 0.01% |
| MCF Advisors LLC | 141 | Jun 30, 26 | -- | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 130 | Jun 30, 26 | -- | 0.01% |
| Princeton Global Asset Management LLC | 125 | Jun 30, 26 | -- | 0.01% |
| Harbor Asset Planning, Inc. | 101 | Jun 30, 26 | -- | 0.01% |
| SOA Wealth Advisors, LLC. | 100 | Jun 30, 26 | -- | 0.01% |
| Financial Gravity Companies, Inc. | 4 | Jun 30, 26 | +4 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -37 | -- |
| UBS Group AG | -- | Jun 30, 26 | -1.11K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -3.74K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -961 | -- |
| Financial Gravity Asset Management, Inc. | 257 | Mar 31, 26 | +4 | 0.01% |
| McIlrath & Eck, LLC | 92 | Mar 31, 26 | -- | 0.01% |
| Legacy Investment Solutions, LLC | 953 | Jun 30, 25 | +953 | 0.05% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -2.17K | -- |
| PATHSTONE FAMILY OFFICE, LLC | 7.42K | Sep 30, 23 | -- | 0.42% |
| American Portfolios Advisors | 289 | Sep 30, 22 | -208 | 0.02% |
| NEXT Financial Group, Inc | 250 | Dec 31, 21 | -1.00K | 0.01% |
| Hoover Financial Advisors, Inc. | 147 | Jun 30, 21 | -- | 0.01% |
| Winslow, Evans & Crocker, Inc. | 1.79K | Dec 31, 20 | +250 | 0.10% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.36K | Dec 31, 19 | -1.48K | 0.25% |
| Advisor Group, Inc. | 1.43K | Dec 31, 19 | -2.04K | 0.08% |
| AVIANCE CAPITAL MANAGEMENT, LLC | -- | Mar 31, 19 | -2.68K | -- |
| Commonwealth Equity Services, Inc | 20.38K | Jun 30, 17 | +20.38K | 1.16% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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