$49.80

+0.60 (+1.22%)

Weekly Expected Move ±1.7%

$48 $49 $50 $51 $51

ETF AMEX · AUM $13.5B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — IQLT

675

Institutional Holders

+3 vs prior quarter

0.0%

Ownership

+0.00pp

12B

Total Invested

New Positions

264

Increased

242

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (728 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	59,026,522	2.9B	+2,291,016	+4.0%	30Q	SEC ↗
2	PNC Financial Services Group, Inc.	17,152,533	$854M	-156,869	-0.9%	14Q	SEC ↗
3	ENVESTNET ASSET MANAGEMENT INC	14,377,913	$716M	+157,939	+1.1%	32Q	SEC ↗
4	AMERIPRISE FINANCIAL INC	11,077,862	$552M	+7,302,886	+193.5%	16Q	SEC ↗
5	Empirical Financial Services, LLC d.b.	7,891,119	$393M	+1,051,210	+15.4%	31Q	SEC ↗
6	BANK OF AMERICA CORP /DE	7,526,589	$375M	-246,647	-3.2%	15Q	SEC ↗
7	Cerity Partners LLC	6,252,224	$311M	+1,035,765	+19.9%	17Q	SEC ↗
8	MORGAN STANLEY	6,172,336	$307M	-31,326	-0.5%	29Q	SEC ↗
9	Capital Investment Advisors, LLC	6,123,953	$305M	+137,646	+2.3%	20Q	SEC ↗
10	Cetera Investment Advisers	4,713,571	$235M	+270,331	+6.1%	23Q	SEC ↗
11	LPL Financial LLC	4,314,368	$215M	+92,275	+2.2%	38Q	SEC ↗
12	UBS Group AG	4,130,838	$206M	-60,738	-1.4%	36Q	SEC ↗
13	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	3,181,448	$158M	-255,048	-7.4%	2Q	SEC ↗
14	Corient Private Wealth LP	2,789,127	$139M	+204,208	+7.9%	15Q	SEC ↗
15	MERCER GLOBAL ADVISORS INC /ADV	2,734,970	$136M	+5,597	+0.2%	30Q	SEC ↗
16	TIAA Wealth Investment Management LLC NEW	2,164,505	$108M	—	+0.0%	1Q	SEC ↗
17	HighTower Advisors, LLC	2,154,717	$107M	+15,706	+0.7%	27Q	SEC ↗
18	Cresset Asset Management, LLC	1,903,106	$95M	+24,615	+1.3%	17Q	SEC ↗
19	Sage Mountain Advisors LLC	1,706,820	$85M	+79,088	+4.9%	23Q	SEC ↗
20	Apollon Wealth Management, LLC	1,696,115	$84M	+561,963	+49.5%	13Q	SEC ↗
21	Catalyst Capital Advisors LLC	1,650,206	$82M	+79,014	+5.0%	12Q	SEC ↗
22	Millburn Ridgefield LLC /DE	1,650,206	$82M	+79,014	+5.0%	12Q	SEC ↗
23	RAYMOND JAMES FINANCIAL INC	1,566,816	$78M	+40,864	+2.7%	7Q	SEC ↗
24	Modern Wealth Management, LLC	1,564,321	$78M	+167,672	+12.0%	7Q	SEC ↗
25	ROYAL BANK OF CANADA	1,420,268	$71M	+117,305	+9.0%	32Q	SEC ↗
26	COMMONWEALTH EQUITY SERVICES, LLC	1,385,860	$69M	+152,727	+12.4%	28Q	SEC ↗
27	FMR LLC	1,369,264	$68M	+19,690	+1.5%	29Q	SEC ↗
28	Atlantic Union Bankshares Corp	1,345,944	$67M	+14,124	+1.1%	5Q	SEC ↗
29	WELLS FARGO & COMPANY/MN	1,276,333	$64M	+23,955	+1.9%	29Q	SEC ↗
30	Equitable Holdings, Inc.	1,155,220	$58M	-25,060	-2.1%	24Q	SEC ↗
31	MML INVESTORS SERVICES, LLC	1,142,286	$57M	-4,716	-0.4%	29Q	SEC ↗
32	Janney Montgomery Scott LLC	1,106,741	$55M	-9,171	-0.8%	26Q	SEC ↗
33	Haverford Trust Co	1,095,233	$55M	+229,082	+26.4%	9Q	SEC ↗
34	Mariner, LLC	1,076,926	$54M	-29,131	-2.6%	20Q	SEC ↗
35	TOBIAS FINANCIAL ADVISORS, INC.	1,061,444	$53M	+33,528	+3.3%	18Q	SEC ↗
36	Allen Capital Group, LLC	1,053,465	$52M	+36,819	+3.6%	14Q	SEC ↗
37	Carnegie Investment Counsel	1,014,957	$51M	+67,094	+7.1%	15Q	SEC ↗
38	Rockefeller Capital Management L.P.	974,936	$49M	-19,420	-2.0%	27Q	SEC ↗
39	RVW Wealth, LLC	958,361	$48M	+36,584	+4.0%	17Q	SEC ↗
40	Larson Financial Group LLC	945,496	$47M	+128,900	+15.8%	23Q	SEC ↗
41	D'Orazio & Associates, Inc.	906,626	$45M	-60,917	-6.3%	13Q	SEC ↗
42	Unison Advisors LLC	893,135	$44M	+23,904	+2.8%	21Q	SEC ↗
43	Harbor Group, Inc.	880,746	$44M	+40,898	+4.9%	7Q	SEC ↗
44	Silver Coast Investments LLC	874,412	$44M	-11,523	-1.3%	11Q	SEC ↗
45	Aptus Capital Advisors, LLC	822,310	$41M	+52,617	+6.8%	14Q	SEC ↗
46	Sunburst Financial Group, LLC	812,667	$40M	+51,982	+6.8%	14Q	SEC ↗
47	MASON STREET ADVISORS, LLC	792,666	$39M	+23,736	+3.1%	5Q	SEC ↗
48	Wharton Business Group, LLC	779,050	$39M	—	+0.0%	12Q	SEC ↗
49	OSAIC HOLDINGS, INC.	773,653	$39M	+12,114	+1.6%	26Q	SEC ↗
50	STIFEL FINANCIAL CORP	719,179	$36M	+21,084	+3.0%	27Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
TIAA Wealth Investment Management L	2,164,505	$108M
TriCert Investment Counsel Inc.	519,816	$26M
Kinetic Wealth Investment Advisors	227,789	$11M
Planning Strategies Inc.	206,966	$10M
Advisors Capital Management, LLC	59,217	$3M
Robertson Stephens Wealth Managemen	31,399	$2M
Global Retirement Partners, LLC	31,386	$2M
Bryant Woods Investment Advisors, L	29,447	$1M
Integrity Wealth Partners, LLC	26,761	$1M
SUSQUEHANNA INTERNATIONAL GROUP, LL	25,593	$1M
Jupiter Topco LLC	24,519	$1M
Y-Intercept (Hong Kong) Ltd	18,647	$929K
Orgel Wealth Management, LLC	17,691	$881K
IMA Advisory Services, Inc.	16,161	$805K
Orcam Financial Group	15,701	$782K
FIDUCIARY FINANCIAL ADVISORS	12,396	$617K
Concurrent Investment Advisors, LLC	12,269	$611K
GK Wealth Management LLC	10,323	$514K
Worth Financial Advisory Group, LLC	8,639	$430K
NICOLET BANKSHARES INC	8,593	$428K

Sold Out (20)

Holder	Prev Shares	Prev Value
Dynasty Wealth Management, LLC	1,633,151	$81M
JANE STREET GROUP, LLC	1,551,783	$77M
REGIMEN WEALTH, LLC	248,387	$12M
Bank of New York Mellon Corp	129,505	$6M
SEGALL BRYANT & HAMILL, LLC	112,294	$6M
BBR PARTNERS, LLC	85,430	$4M
Snider Financial Group	69,269	$3M
Purkiss Capital Advisors LLC	59,527	$3M
EHRLICH FINANCIAL GROUP	57,673	$3M
49 WEALTH MANAGEMENT, LLC	44,957	$2M
TD Asset Management Inc	43,257	$2M
OPAL CAPITAL LLC	43,254	$2M
Quadrature Capital Ltd	36,791	$2M
Veltria Advisors Corp.	26,165	$1M
FLAGSHIP HARBOR ADVISORS, LLC	26,139	$1M
RENAISSANCE TECHNOLOGIES LLC	25,200	$1M
Hilltop Holdings Inc.	22,149	$1M
EVOKE WEALTH, LLC	21,494	$1M
CALTON & ASSOCIATES, INC.	18,625	$928K
ARWA LLC	15,665	$780K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
AMERIPRISE FINANCIAL INC	+7,302,886	+193.5%	11,077,862
NORTHWESTERN MUTUAL WEALTH MANAGEME	+2,291,016	+4.0%	59,026,522
Empirical Financial Services, LLC d	+1,051,210	+15.4%	7,891,119
Cerity Partners LLC	+1,035,765	+19.9%	6,252,224
Apollon Wealth Management, LLC	+561,963	+49.5%	1,696,115
SOL Capital Management CO	+354,161	+257.1%	491,919
Ameritas Advisory Services, LLC	+289,608	+209.7%	427,701
Cetera Investment Advisers	+270,331	+6.1%	4,713,571
Haverford Trust Co	+229,082	+26.4%	1,095,233
Corient Private Wealth LP	+204,208	+7.9%	2,789,127
Abundance Wealth Counselors	+175,018	+79.8%	394,440
MGO ONE SEVEN LLC	+172,023	+207.7%	254,863
Modern Wealth Management, LLC	+167,672	+12.0%	1,564,321
ENVESTNET ASSET MANAGEMENT INC	+157,939	+1.1%	14,377,913
COMMONWEALTH EQUITY SERVICES, LLC	+152,727	+12.4%	1,385,860
Capital Investment Advisors, LLC	+137,646	+2.3%	6,123,953
Larson Financial Group LLC	+128,900	+15.8%	945,496
ROYAL BANK OF CANADA	+117,305	+9.0%	1,420,268
SVRN Asset Management, LLC	+94,554	+63.6%	243,304
LPL Financial LLC	+92,275	+2.2%	4,314,368

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Richard Bernstein Advisors LLC	-12,720,632	-99.8%	29,813
Independent Advisor Alliance	-545,949	-98.0%	10,862
LIFE LINE WEALTH MANAGEMENT LLC	-450,547	-47.8%	492,153
Valence8 US LP	-318,698	-37.7%	527,435
TIAA-CREF INDIVIDUAL & INSTITUTIONA	-255,048	-7.4%	3,181,448
BANK OF AMERICA CORP /DE	-246,647	-3.2%	7,526,589
Focus Financial Network, Inc.	-244,910	-97.7%	5,697
FLOW TRADERS U.S. LLC	-223,489	-51.0%	214,337
EASTERN BANK	-176,709	-50.1%	175,945
SCS Capital Management LLC	-174,441	-24.7%	532,178
Addison Advisors LLC	-167,067	-82.1%	36,489
OpenArc Corporate Advisory, LLC	-166,137	-20.6%	638,871
Genesis Wealth Advisors, LLC	-157,125	-94.0%	9,946
PNC Financial Services Group, Inc.	-156,869	-0.9%	17,152,533
CLIFTONLARSONALLEN WEALTH ADVISORS,	-105,025	-21.4%	385,398
Employees' Retirement Fund of the C	-99,900	-47.8%	109,000
AGF MANAGEMENT LTD	-93,847	-13.9%	583,195
Private Advisor Group, LLC	-87,479	-61.6%	54,448
Bleakley Financial Group, LLC	-79,520	-42.4%	107,814
Daybright Advisory Services, Inc.	-72,546	-71.8%	28,494

IQLT Institutional Ownership

Institutional Ownership — IQLT

Ownership Trends

Top Institutional Holders (728 total)

Recent Activity

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