— Know what they know.
Not Investment Advice

IQDY Institutional Ownership

Northern Trust International Quality Dividend Dynamic ETF
1W: -1.2% 1M: -2.5% 3M: -1.4% YTD: +13.8% 1Y: +24.8% 3Y: +94.0% 5Y: +77.0%
$42.30
+0.54 (+1.29%)
 
Weekly Expected Move ±2.2%
$40 $41 $42 $43 $44
ETF AMEX · AUM $108.8M

Institutional Ownership — IQDY

43
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
67M
Total Invested
7
New Positions
15
Increased
17
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 NORTHERN TRUST CORP 247,655 10M -36,790 -12.9% 52Q SEC ↗
2 BANK OF AMERICA CORP /DE 235,846 10M +2,362 +1.0% 15Q SEC ↗
3 Cetera Investment Advisers 140,491 6M +12,672 +9.9% 4Q SEC ↗
4 LPL Financial LLC 132,518 6M -101 -0.1% 25Q SEC ↗
5 Herold Advisors, Inc. 128,882 5M +15,449 +13.6% 12Q SEC ↗
6 UBS Group AG 120,829 5M +7,210 +6.3% 18Q SEC ↗
7 Synergy Asset Management, LLC NEW 70,048 3M — +0.0% 1Q SEC ↗
8 FLOW TRADERS U.S. LLC 67,935 3M +17,634 +35.1% 5Q SEC ↗
9 RFG Advisory, LLC 67,168 3M +497 +0.7% 6Q SEC ↗
10 CENTAURUS FINANCIAL, INC. 66,132 3M +26,037 +64.9% 22Q SEC ↗
11 Asset Allocation Strategies LLC 50,638 2M -3,229 -6.0% 15Q SEC ↗
12 Fifth Third Securities, Inc. 41,796 2M -2,309 -5.2% 7Q SEC ↗
13 STIFEL FINANCIAL CORP 36,882 2M -440 -1.2% 9Q SEC ↗
14 JANE STREET GROUP, LLC 26,528 1M +4,354 +19.6% 2Q SEC ↗
15 Navis Wealth Advisors, LLC 19,476 824K -12,350 -38.8% 3Q SEC ↗
16 OSAIC HOLDINGS, INC. 14,414 610K +4,751 +49.2% 12Q SEC ↗
17 WEALTH ENHANCEMENT ADVISORY SERVICES, 11,358 480K +2,503 +28.3% 7Q SEC ↗
18 RAYMOND JAMES FINANCIAL INC 11,310 478K -188 -1.6% 7Q SEC ↗
19 Kestra Advisory Services, LLC 9,620 407K +416 +4.5% 10Q SEC ↗
20 Southland Equity Partners LLC 9,319 394K -273 -2.8% 18Q SEC ↗
21 Capital Advisors, Ltd. LLC 8,798 372K — +0.0% 16Q SEC ↗
22 Dynamic Advisor Solutions LLC 6,569 278K -40 -0.6% 5Q SEC ↗
23 Reliant Wealth Planning 6,165 261K — +0.0% 4Q SEC ↗
24 MML INVESTORS SERVICES, LLC NEW 5,731 242K — +0.0% 1Q SEC ↗
25 Cambridge Investment Research Advisors 5,595 237K -17 -0.3% 4Q SEC ↗
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,382 228K -8,487 -61.2% 11Q SEC ↗
27 ENVESTNET ASSET MANAGEMENT INC NEW 5,007 212K — +0.0% 1Q SEC ↗
28 Brookwood Investment Group LLC NEW 4,851 205K — +0.0% 1Q SEC ↗
29 Bison Wealth, LLC 4,762 201K -667 -12.3% 4Q SEC ↗
30 PRIVATE TRUST CO NA 4,658 197K — +0.0% 17Q SEC ↗
31 MORGAN STANLEY 4,572 193K +28 +0.6% 31Q SEC ↗
32 IMA Advisory Services, Inc. NEW 4,479 189K — +0.0% 1Q SEC ↗
33 Global Retirement Partners, LLC NEW 1,944 82K — +0.0% 1Q SEC ↗
34 Leo H. Evart, Inc. 688 29K +9 +1.3% 2Q SEC ↗
35 BARTLETT & CO. WEALTH MANAGEMENT LLC 500 21K — +0.0% 5Q SEC ↗
36 Farther Finance Advisors, LLC 131 6K +2 +1.6% 4Q SEC ↗
37 Buck Wealth Strategies, LLC NEW 130 5K — +0.0% 1Q SEC ↗
38 Medallion Wealth Advisors, LLC 78 3K +1 +1.3% 7Q SEC ↗
39 Destiny Wealth Partners, LLC 0 0K -500 -100.0% 1Q SEC ↗
40 COMMONWEALTH EQUITY SERVICES, LLC 0 0K -13,071 -100.0% 4Q SEC ↗
41 Turning Point Benefit Group, Inc. 0 0K -45 -100.0% 2Q SEC ↗
42 SILVER OAK SECURITIES, INCORPORATED 0 0K -11,720 -100.0% 2Q SEC ↗
43 Western Wealth Management, LLC 0 0K -175 -100.0% 1Q SEC ↗
44 WELLS FARGO & COMPANY/MN 0 0K -120 -100.0% 11Q SEC ↗
45 Advisory Services Network, LLC 0 0K -1,588 -100.0% 1Q SEC ↗
Biggest Increases (15)
HolderAddedChange %Total Shares
CENTAURUS FINANCIAL, INC. +26,037 +64.9% 66,132
FLOW TRADERS U.S. LLC +17,634 +35.1% 67,935
Herold Advisors, Inc. +15,449 +13.6% 128,882
Cetera Investment Advisers +12,672 +9.9% 140,491
UBS Group AG +7,210 +6.3% 120,829
OSAIC HOLDINGS, INC. +4,751 +49.2% 14,414
JANE STREET GROUP, LLC +4,354 +19.6% 26,528
WEALTH ENHANCEMENT ADVISORY SERVICE +2,503 +28.3% 11,358
BANK OF AMERICA CORP /DE +2,362 +1.0% 235,846
RFG Advisory, LLC +497 +0.7% 67,168
Kestra Advisory Services, LLC +416 +4.5% 9,620
MORGAN STANLEY +28 +0.6% 4,572
Leo H. Evart, Inc. +9 +1.3% 688
Farther Finance Advisors, LLC +2 +1.6% 131
Medallion Wealth Advisors, LLC +1 +1.3% 78
Biggest Decreases (13)
HolderReducedChange %Total Shares
NORTHERN TRUST CORP -36,790 -12.9% 247,655
Navis Wealth Advisors, LLC -12,350 -38.8% 19,476
SUSQUEHANNA INTERNATIONAL GROUP, LL -8,487 -61.2% 5,382
Asset Allocation Strategies LLC -3,229 -6.0% 50,638
Fifth Third Securities, Inc. -2,309 -5.2% 41,796
Bison Wealth, LLC -667 -12.3% 4,762
STIFEL FINANCIAL CORP -440 -1.2% 36,882
Southland Equity Partners LLC -273 -2.8% 9,319
RAYMOND JAMES FINANCIAL INC -188 -1.6% 11,310
WELLS FARGO & COMPANY/MN -120 -100.0% 0
LPL Financial LLC -101 -0.1% 132,518
Dynamic Advisor Solutions LLC -40 -0.6% 6,569
Cambridge Investment Research Advis -17 -0.3% 5,595

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms