$66.22

+0.24 (+0.36%)

Weekly Expected Move ±2.8%

$62 $64 $66 $68 $70

ETF AMEX · AUM $1.8B

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

Institutional Ownership — IYE

373

Institutional Holders

+18 vs prior quarter

0.0%

Ownership

+0.00pp

804M

Total Invested

New Positions

Increased

144

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (391 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	1,776,177	$118M	-27,867	-1.5%	60Q	SEC ↗
2	PGIM Custom Harvest LLC	1,567,303	$104M	+107,638	+7.4%	15Q	SEC ↗
3	BANK OF AMERICA CORP /DE	1,050,052	$70M	-476,932	-31.2%	15Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	895,697	$59M	-75,117	-7.7%	99Q	SEC ↗
5	GOLDMAN SACHS GROUP INC	735,680	$49M	+13,018	+1.8%	15Q	SEC ↗
6	LPL Financial LLC	671,026	$44M	+44,943	+7.2%	54Q	SEC ↗
7	UBS Group AG	594,593	$39M	-18,267	-3.0%	47Q	SEC ↗
8	Three Seasons Wealth, LLC	337,812	$22M	+273,118	+422.2%	2Q	SEC ↗
9	ROYAL BANK OF CANADA	325,427	$22M	-62,076	-16.0%	67Q	SEC ↗
10	AMERIPRISE FINANCIAL INC	311,726	$21M	+7,615	+2.5%	16Q	SEC ↗
11	Camarda Financial Advisors, LLC NEW	239,220	$16M	—	+0.0%	1Q	SEC ↗
12	MARSHALL WACE, LLP	178,824	$12M	+19,988	+12.6%	2Q	SEC ↗
13	Cetera Investment Advisers	172,521	$11M	+69,742	+67.9%	23Q	SEC ↗
14	RAYMOND JAMES FINANCIAL INC	161,359	$11M	-13,784	-7.9%	7Q	SEC ↗
15	OSAIC HOLDINGS, INC.	138,928	$9M	+19,739	+16.6%	26Q	SEC ↗
16	HighTower Advisors, LLC	133,593	$9M	+77,025	+136.2%	26Q	SEC ↗
17	Mariner, LLC	133,367	$9M	-6,144	-4.4%	21Q	SEC ↗
18	Summit Financial Consulting LLC NEW	131,435	$9M	—	+0.0%	1Q	SEC ↗
19	Cambridge Investment Research Advisors	127,315	$8M	+63,630	+99.9%	69Q	SEC ↗
20	JONES FINANCIAL COMPANIES LLLP	123,622	$8M	+13,271	+12.0%	10Q	SEC ↗
21	ENVESTNET ASSET MANAGEMENT INC	123,263	$8M	+17,095	+16.1%	65Q	SEC ↗
22	CITADEL ADVISORS LLC NEW	107,005	$7M	—	+0.0%	1Q	SEC ↗
23	CoreCap Advisors, LLC	104,254	$7M	+101,764	+4086.9%	8Q	SEC ↗
24	AMG National Trust Bank	103,852	$7M	-3,506	-3.3%	76Q	SEC ↗
25	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	100,000	$7M	-200,000	-66.7%	23Q	SEC ↗
26	USA FINANCIAL FORMULAS NEW	98,658	$7M	—	+0.0%	1Q	SEC ↗
27	COMMONWEALTH EQUITY SERVICES, LLC	96,022	$6M	-6,698	-6.5%	35Q	SEC ↗
28	JPMORGAN CHASE & CO	86,261	$6M	-93,145	-51.9%	89Q	SEC ↗
29	Banco Santander, S.A.	85,978	$6M	-109,319	-56.0%	5Q	SEC ↗
30	NewEdge Advisors, LLC	75,856	$5M	+3,428	+4.7%	22Q	SEC ↗
31	MML INVESTORS SERVICES, LLC	73,854	$5M	-173,166	-70.1%	37Q	SEC ↗
32	Zurich Insurance Group Ltd/FI	71,700	$5M	—	+0.0%	5Q	SEC ↗
33	TRUIST FINANCIAL CORP	67,450	$4M	+35,569	+111.6%	22Q	SEC ↗
34	Kestra Advisory Services, LLC	63,448	$4M	-4,765	-7.0%	22Q	SEC ↗
35	SUMITOMO MITSUI FINANCIAL GROUP, INC.	56,691	$4M	-2,938	-4.9%	37Q	SEC ↗
36	J.W. COLE ADVISORS, INC. NEW	56,210	$4M	—	+0.0%	1Q	SEC ↗
37	BlackRock, Inc.	54,785	$4M	+20,297	+58.9%	8Q	SEC ↗
38	ADVISORTRUST PARTNERS, LLC NEW	53,884	$4M	—	+0.0%	1Q	SEC ↗
39	Gerald Baker Financial Group LLC	53,521	$4M	-917	-1.7%	2Q	SEC ↗
40	D. E. Shaw & Co., Inc. NEW	53,335	$4M	—	+0.0%	1Q	SEC ↗
41	Hilltop Holdings Inc.	53,256	$4M	+2,116	+4.1%	8Q	SEC ↗
42	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	49,452	$3M	-76,402	-60.7%	42Q	SEC ↗
43	TUDOR INVESTMENT CORP ET AL	48,862	$3M	-123,904	-71.7%	3Q	SEC ↗
44	Qube Research & Technologies Ltd	48,772	$3M	+42,823	+719.8%	2Q	SEC ↗
45	Artesa Financial Group, LLC	48,308	$3M	+243	+0.5%	3Q	SEC ↗
46	Biondo Investment Advisors, LLC	47,234	$3M	+1,105	+2.4%	25Q	SEC ↗
47	Counterweight Ventures, LLC	45,886	$3M	-449	-1.0%	11Q	SEC ↗
48	FORTE ASSET MANAGEMENT LLC	45,786	$3M	-19,417	-29.8%	5Q	SEC ↗
49	Janney Montgomery Scott LLC	45,641	$3M	+3,177	+7.5%	43Q	SEC ↗
50	Pinnacle Financial Partners, Inc.	45,030	$3M	-185	-0.4%	3Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Camarda Financial Advisors, LLC	239,220	$16M
Summit Financial Consulting LLC	131,435	$9M
CITADEL ADVISORS LLC	107,005	$7M
USA FINANCIAL FORMULAS	98,658	$7M
J.W. COLE ADVISORS, INC.	56,210	$4M
ADVISORTRUST PARTNERS, LLC	53,884	$4M
D. E. Shaw & Co., Inc.	53,335	$4M
FLOW TRADERS U.S. LLC	41,234	$3M
CENTAURUS FINANCIAL, INC.	40,973	$3M
TWO SIGMA INVESTMENTS, LP	29,900	$2M
Point72 Asset Management, L.P.	27,904	$2M
Eddie Patel Inc	19,783	$1M
Balboa Wealth Partners	18,305	$1M
Brendel Financial Advisors LLC	17,948	$1M
Avior Wealth Management, LLC	17,365	$1M
Buck Wealth Strategies, LLC	13,126	$869K
HRT FINANCIAL LP	11,408	$755K
Foundations Investment Advisors, LL	11,124	$737K
Virtue Capital Management, LLC	10,059	$666K
NORTHERN TRUST CORP	7,161	$474K

Sold Out (20)

Holder	Prev Shares	Prev Value
Quadrature Capital Ltd	310,964	$21M
RPS ADVISORY SOLUTIONS LLC	133,941	$9M
WealthCare Asset Management, LLC	129,812	$9M
RENAISSANCE TECHNOLOGIES LLC	73,700	$5M
VestGen Advisors, LLC	56,629	$4M
Symphony Financial, Ltd. Co.	39,384	$3M
SOUTHERN CAPITAL ADVISORS, LLC	34,082	$2M
Apeiron RIA LLC	27,469	$2M
Capital Advisory Group Advisory Ser	23,950	$2M
XTX Topco Ltd	19,552	$1M
INTEGRITY ALLIANCE, LLC.	16,717	$1M
HARMONY ASSET MANAGEMENT LLC	16,509	$1M
PFG Advisors	11,757	$779K
Matthew Goff Investment Advisor, LL	9,669	$640K
Balyasny Asset Management L.P.	8,734	$578K
Lifestyle Asset Management, Inc.	8,360	$554K
Atria Investments, Inc	6,525	$432K
EVOKE WEALTH, LLC	5,762	$382K
ALLSTATE CORP	5,567	$369K
CORA CAPITAL ADVISORS LLC	5,500	$364K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Three Seasons Wealth, LLC	+273,118	+422.2%	337,812
PGIM Custom Harvest LLC	+107,638	+7.4%	1,567,303
CoreCap Advisors, LLC	+101,764	+4086.9%	104,254
HighTower Advisors, LLC	+77,025	+136.2%	133,593
Cetera Investment Advisers	+69,742	+67.9%	172,521
Cambridge Investment Research Advis	+63,630	+99.9%	127,315
LPL Financial LLC	+44,943	+7.2%	671,026
Qube Research & Technologies Ltd	+42,823	+719.8%	48,772
TRUIST FINANCIAL CORP	+35,569	+111.6%	67,450
Merit Financial Group, LLC	+23,605	+149.9%	39,354
BlackRock, Inc.	+20,297	+58.9%	54,785
MARSHALL WACE, LLP	+19,988	+12.6%	178,824
OSAIC HOLDINGS, INC.	+19,739	+16.6%	138,928
ENVESTNET ASSET MANAGEMENT INC	+17,095	+16.1%	123,263
Mutual Advisors, LLC	+14,646	+61.4%	38,505
JONES FINANCIAL COMPANIES LLLP	+13,271	+12.0%	123,622
GOLDMAN SACHS GROUP INC	+13,018	+1.8%	735,680
HARBOUR INVESTMENTS, INC.	+11,387	+497.7%	13,675
AMERIPRISE FINANCIAL INC	+7,615	+2.5%	311,726
Private Advisor Group, LLC	+6,933	+31.9%	28,690

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BNP PARIBAS FINANCIAL MARKETS	-800,786	-99.8%	1,910
BANK OF AMERICA CORP /DE	-476,932	-31.2%	1,050,052
BRIGHT ROCK CAPITAL MANAGEMENT, LLC	-200,000	-66.7%	100,000
MML INVESTORS SERVICES, LLC	-173,166	-70.1%	73,854
TUDOR INVESTMENT CORP ET AL	-123,904	-71.7%	48,862
Banco Santander, S.A.	-109,319	-56.0%	85,978
AE Wealth Management LLC	-103,523	-93.5%	7,180
JPMORGAN CHASE & CO	-93,145	-51.9%	86,261
Allianz Asset Management GmbH	-77,710	-65.5%	40,940
NORTHWESTERN MUTUAL WEALTH MANAGEME	-76,402	-60.7%	49,452
WELLS FARGO & COMPANY/MN	-75,117	-7.7%	895,697
Baird Financial Group, Inc.	-73,524	-73.4%	26,665
ROYAL BANK OF CANADA	-62,076	-16.0%	325,427
SUSQUEHANNA INTERNATIONAL GROUP, LL	-39,781	-76.5%	12,205
MORGAN STANLEY	-27,867	-1.5%	1,776,177
FORTE ASSET MANAGEMENT LLC	-19,417	-29.8%	45,786
UBS Group AG	-18,267	-3.0%	594,593
RAYMOND JAMES FINANCIAL INC	-13,784	-7.9%	161,359
Headlands Technologies LLC	-9,669	-38.8%	15,228
WEALTH ENHANCEMENT ADVISORY SERVICE	-6,729	-13.5%	43,048

IYE Institutional Ownership

Institutional Ownership — IYE

Ownership Trends

Top Institutional Holders (391 total)

Recent Activity

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