$95.58

+1.07 (+1.13%)

Weekly Expected Move ±2.1%

$92 $94 $96 $98 $100

ETF NASDAQ · AUM $58.8B

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

Institutional Ownership — IXUS

1,095

Institutional Holders

+46 vs prior quarter

0.0%

Ownership

+0.00pp

50B

Total Invested

108

New Positions

454

Increased

344

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1141 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BlackRock, Inc.	274,117,987	26.2B	-4,339,383	-1.6%	8Q	SEC ↗
2	Acorns Advisers, LLC	37,327,069	3.6B	+853,391	+2.3%	24Q	SEC ↗
3	ALLIANCEBERNSTEIN L.P.	25,793,599	2.5B	+1,131,938	+4.6%	37Q	SEC ↗
4	ENVESTNET ASSET MANAGEMENT INC	12,009,882	1.1B	+245,993	+2.1%	39Q	SEC ↗
5	US BANCORP \DE	11,650,196	1.1B	+1,892,588	+19.4%	49Q	SEC ↗
6	CAPTRUST FINANCIAL ADVISORS	10,690,453	1.0B	-202,550	-1.9%	25Q	SEC ↗
7	MORGAN STANLEY	9,990,270	955M	-3,272,438	-24.7%	54Q	SEC ↗
8	BANK OF AMERICA CORP /DE	8,096,593	774M	-666,780	-7.6%	15Q	SEC ↗
9	D.A. DAVIDSON & CO.	7,913,764	756M	+150,120	+1.9%	34Q	SEC ↗
10	Focus Partners Wealth	6,980,418	667M	-16,604	-0.2%	11Q	SEC ↗
11	Sequoia Financial Advisors, LLC	6,296,845	602M	+247,729	+4.1%	40Q	SEC ↗
12	Pathstone Holdings, LLC	5,389,360	515M	+5,365,208	+22214.3%	11Q	SEC ↗
13	Mill Creek Capital Advisors, LLC	5,357,466	512M	+130,731	+2.5%	14Q	SEC ↗
14	LPL Financial LLC	5,023,941	480M	+527,196	+11.7%	54Q	SEC ↗
15	ADVENTIST HEALTH SYSTEM SUNBELT HEALTH	3,160,758	302M	-28	-0.0%	37Q	SEC ↗
16	AMICA MUTUAL INSURANCE CO	3,083,208	295M	-260,000	-7.8%	26Q	SEC ↗
17	Clark Capital Management Group, Inc.	2,941,250	281M	-33,818	-1.1%	13Q	SEC ↗
18	Waldron Private Wealth LLC	2,890,655	276M	-7,325	-0.3%	24Q	SEC ↗
19	UBS Group AG	2,513,209	240M	+49,165	+2.0%	47Q	SEC ↗
20	Mariner, LLC	2,455,521	235M	-23,676	-1.0%	27Q	SEC ↗
21	ROYAL BANK OF CANADA	2,335,950	223M	+40,885	+1.8%	55Q	SEC ↗
22	AMERIPRISE FINANCIAL INC	2,187,306	209M	+60,839	+2.9%	16Q	SEC ↗
23	Fund Evaluation Group, LLC	2,134,934	204M	-196,678	-8.4%	7Q	SEC ↗
24	DAVIDSON INVESTMENT ADVISORS	2,122,254	203M	+1,137	+0.1%	25Q	SEC ↗
25	WELLS FARGO & COMPANY/MN	2,061,566	197M	+83,989	+4.2%	49Q	SEC ↗
26	HighTower Advisors, LLC	1,909,445	183M	+52,735	+2.8%	47Q	SEC ↗
27	CAHABA WEALTH MANAGEMENT, INC.	1,807,604	173M	+39,484	+2.2%	36Q	SEC ↗
28	AMG National Trust Bank	1,799,901	172M	+77,312	+4.5%	27Q	SEC ↗
29	Cetera Investment Advisers	1,771,279	169M	+97,542	+5.8%	23Q	SEC ↗
30	Gerber Kawasaki Wealth & Investment Ma	1,680,304	161M	+105,012	+6.7%	11Q	SEC ↗
31	Hardy Reed LLC	1,585,303	152M	-508	-0.0%	25Q	SEC ↗
32	COMMONWEALTH EQUITY SERVICES, LLC	1,571,026	150M	+62,726	+4.2%	35Q	SEC ↗
33	Janney Montgomery Scott LLC	1,525,461	146M	+22,759	+1.5%	40Q	SEC ↗
34	RAYMOND JAMES FINANCIAL INC	1,521,349	145M	+107,847	+7.6%	7Q	SEC ↗
35	Prime Capital Investment Advisors, LLC	1,404,457	134M	+240,877	+20.7%	35Q	SEC ↗
36	Orion Porfolio Solutions, LLC	1,292,181	124M	-45,774	-3.4%	13Q	SEC ↗
37	Allworth Financial LP	1,232,210	118M	-189,221	-13.3%	48Q	SEC ↗
38	Compass Ion Advisors, LLC	1,152,135	110M	+21,475	+1.9%	12Q	SEC ↗
39	OSAIC HOLDINGS, INC.	1,147,148	110M	+182,063	+18.9%	26Q	SEC ↗
40	BANK OF HAWAII	1,137,805	109M	-19,839	-1.7%	42Q	SEC ↗
41	Clearstead Advisors, LLC	1,047,523	100M	-2,706	-0.3%	26Q	SEC ↗
42	JONES FINANCIAL COMPANIES LLLP	1,026,979	98M	+120,066	+13.2%	26Q	SEC ↗
43	JPMORGAN CHASE & CO	987,573	94M	+41,037	+4.3%	41Q	SEC ↗
44	AlphaCore Capital LLC	956,986	91M	+74,664	+8.5%	6Q	SEC ↗
45	Capstone Financial Advisors, Inc.	911,328	87M	+5,006	+0.6%	31Q	SEC ↗
46	Cambridge Investment Research Advisors	903,872	86M	+9,191	+1.0%	46Q	SEC ↗
47	TRUE Private Wealth Advisors	862,127	82M	-159,876	-15.6%	41Q	SEC ↗
48	ALERUS FINANCIAL NA	845,112	81M	-734	-0.1%	17Q	SEC ↗
49	Wealthspire Advisors, LLC	842,622	81M	+7,237	+0.9%	26Q	SEC ↗
50	LOWE BROCKENBROUGH & CO INC	760,416	73M	+24,965	+3.4%	20Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
FACTORY MUTUAL INSURANCE CO	524,000	50M
SWF LLC	412,419	39M
Graney & King, LLC	397,614	38M
ALONGSIDE, LLC	265,293	25M
Mirae Asset Global Investments Co.,	258,912	25M
SPINNAKER TRUST	184,159	18M
Global Retirement Partners, LLC	182,082	17M
SYKON CAPITAL LLC	132,289	13M
DV EQUITIES, LLC	100,000	10M
Diversify Advisory Services, LLC	92,686	9M
VAQUERO PRIVATE WEALTH, LTD	89,603	9M
AXXCESS WEALTH MANAGEMENT, LLC	53,427	5M
Coppell Advisory Solutions LLC	47,218	5M
IFG Advisory, LLC	44,556	4M
COMPASS FINANCIAL MANAGEMENT LLC	43,599	4M
CITADEL ADVISORS LLC	24,922	2M
QRG CAPITAL MANAGEMENT, INC.	24,902	2M
CANANDAIGUA NATIONAL BANK & TRUST C	22,443	2M
Ipswich Investment Management Co.,	21,176	2M
Bluespring Wealth Management, LLC	20,785	2M

Sold Out (20)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	1,825,415	174M
Nearwater Capital Markets, Ltd	1,413,600	135M
CAPITOLIS LIQUID GLOBAL MARKETS LLC	997,500	95M
Select Equity Group, L.P.	474,760	45M
DRW Securities, LLC	358,471	34M
BANK OF NOVA SCOTIA	263,700	25M
Independent Advisor Alliance	106,208	10M
Foster Victor Wealth Advisors, LLC	55,323	5M
Stratos Wealth Advisors, LLC	52,881	5M
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	30,460	3M
Baer Investment Advisory LLC	28,191	3M
Morningstar Investment Management L	23,543	2M
Headlands Technologies LLC	17,248	2M
Quadrature Capital Ltd	15,740	2M
Fourth Dimension Wealth, LLC	13,327	1M
TIAA TRUST, NATIONAL ASSOCIATION	12,150	1M
Global Assets Advisory, LLC	7,586	725K
Hilltop Holdings Inc.	7,575	724K
Qube Research & Technologies Ltd	6,855	655K
SOL Capital Management CO	6,526	624K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Pathstone Holdings, LLC	+5,365,208	+22214.3%	5,389,360
US BANCORP \DE	+1,892,588	+19.4%	11,650,196
ALLIANCEBERNSTEIN L.P.	+1,131,938	+4.6%	25,793,599
Acorns Advisers, LLC	+853,391	+2.3%	37,327,069
LPL Financial LLC	+527,196	+11.7%	5,023,941
MERCER GLOBAL ADVISORS INC /ADV	+378,182	+531.9%	449,280
Stone House Investment Management,	+324,966	+601788.9%	325,020
MARS JEWETT FINANCIAL GROUP, INC.	+311,893	+3493.8%	320,820
49 WEALTH MANAGEMENT, LLC	+258,743	+3950.3%	265,293
Sequoia Financial Advisors, LLC	+247,729	+4.1%	6,296,845
ENVESTNET ASSET MANAGEMENT INC	+245,993	+2.1%	12,009,882
Prime Capital Investment Advisors,	+240,877	+20.7%	1,404,457
OSAIC HOLDINGS, INC.	+182,063	+18.9%	1,147,148
Steward Partners Investment Advisor	+161,448	+37.3%	594,031
D.A. DAVIDSON & CO.	+150,120	+1.9%	7,913,764
Waverly Advisors, LLC	+149,585	+40.6%	518,215
Mill Creek Capital Advisors, LLC	+130,731	+2.5%	5,357,466
JONES FINANCIAL COMPANIES LLLP	+120,066	+13.2%	1,026,979
CITIGROUP INC	+112,559	+3994.3%	115,377
RAYMOND JAMES FINANCIAL INC	+107,847	+7.6%	1,521,349

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Gallagher Fiduciary Advisors, LLC	-7,164,450	-98.9%	77,355
BlackRock, Inc.	-4,339,383	-1.6%	274,117,987
MORGAN STANLEY	-3,272,438	-24.7%	9,990,270
NATIONAL BANK OF CANADA /FI	-2,087,189	-99.9%	1,519
BANK OF AMERICA CORP /DE	-666,780	-7.6%	8,096,593
AMICA MUTUAL INSURANCE CO	-260,000	-7.8%	3,083,208
IEQ CAPITAL, LLC	-237,976	-99.0%	2,409
CAPTRUST FINANCIAL ADVISORS	-202,550	-1.9%	10,690,453
Fund Evaluation Group, LLC	-196,678	-8.4%	2,134,934
Allworth Financial LP	-189,221	-13.3%	1,232,210
TRUE Private Wealth Advisors	-159,876	-15.6%	862,127
GOLDMAN SACHS GROUP INC	-117,703	-41.3%	166,979
PHILLIPS FINANCIAL MANAGEMENT, LLC	-81,127	-25.5%	237,405
Skyline Advisors, Inc.	-74,763	-36.2%	131,900
NORTHWESTERN MUTUAL WEALTH MANAGEME	-73,415	-10.4%	633,567
NBT BANK, N.A.	-67,758	-84.7%	12,280
Patriot Financial Group Insurance A	-59,150	-49.6%	59,988
COLDSTREAM CAPITAL MANAGEMENT INC	-57,363	-33.7%	112,820
KFA Private Wealth Group, LLC	-56,536	-45.7%	67,282
Goldstein Advisors, LLC	-55,020	-24.7%	168,051

IXUS Institutional Ownership

Institutional Ownership — IXUS

Ownership Trends

Top Institutional Holders (1141 total)

Recent Activity

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