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IZRL Institutional Ownership

ARK Israel Innovative Technology ETF
1W: +0.7% 1M: -1.7% 3M: -8.6% YTD: -4.3% 1Y: -0.6% 3Y: +59.8% 5Y: -4.9%
$28.75
+0.19 (+0.68%)
 
Weekly Expected Move ±2.6%
$27 $28 $29 $29 $30
ETF CBOE · AUM $138.2M

Institutional Ownership — IZRL

61
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
12
New Positions
11
Increased
14
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (68 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FLOW TRADERS U.S. LLC NEW 54,825 2M — +0.0% 1Q SEC ↗
2 UBS Group AG 51,500 1M +5,053 +10.9% 34Q SEC ↗
3 STIFEL FINANCIAL CORP 42,592 1M -481 -1.1% 22Q SEC ↗
4 MORGAN STANLEY 38,221 1M +995 +2.7% 27Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 31,642 910K -49 -0.2% 2Q SEC ↗
6 LPL Financial LLC 24,608 707K -10,421 -29.7% 27Q SEC ↗
7 JANE STREET GROUP, LLC NEW 22,453 646K — +0.0% 1Q SEC ↗
8 BANK OF AMERICA CORP /DE 19,200 552K -1,478 -7.1% 15Q SEC ↗
9 Ackerman Asset Management, LLC 17,325 498K — +0.0% 6Q SEC ↗
10 Calydon Capital 16,750 482K — +0.0% 2Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC NEW 15,228 438K — +0.0% 1Q SEC ↗
12 Ethos Financial Group, LLC NEW 14,561 419K — +0.0% 1Q SEC ↗
13 WELLS FARGO & COMPANY/MN 11,063 318K +930 +9.2% 20Q SEC ↗
14 INSPIRION WEALTH ADVISORS, LLC NEW 10,000 288K — +0.0% 1Q SEC ↗
15 Beacon Pointe Advisors, LLC 9,189 264K — +0.0% 2Q SEC ↗
16 Corient Private Wealth LP NEW 7,570 218K — +0.0% 1Q SEC ↗
17 Cambridge Investment Research Advisors NEW 7,335 211K — +0.0% 1Q SEC ↗
18 Cetera Investment Advisers 7,317 210K -855 -10.5% 3Q SEC ↗
19 First National Trust Co NEW 6,720 193K — +0.0% 1Q SEC ↗
20 OSAIC HOLDINGS, INC. 5,532 159K -490 -8.1% 26Q SEC ↗
21 MERCER GLOBAL ADVISORS INC /ADV NEW 5,446 157K — +0.0% 1Q SEC ↗
22 PNC Financial Services Group, Inc. 5,045 145K +4,975 +7107.1% 15Q SEC ↗
23 IFP Advisors, Inc 4,105 118K +3,393 +476.5% 23Q SEC ↗
24 Rockefeller Capital Management L.P. 3,468 100K — +0.0% 4Q SEC ↗
25 Provenance Wealth Advisors, LLC 3,448 99K — +0.0% 2Q SEC ↗
26 WealthCollab, LLC 3,259 94K — +0.0% 11Q SEC ↗
27 BLAIR WILLIAM & CO/IL 2,990 86K — +0.0% 32Q SEC ↗
28 ROYAL BANK OF CANADA 2,752 79K +1,452 +111.7% 35Q SEC ↗
29 Steward Partners Investment Advisory, 1,697 49K +1,000 +143.5% 23Q SEC ↗
30 NATIONAL BANK OF CANADA /FI 1,687 49K +62 +3.8% 19Q SEC ↗
31 Signature Equity Partners, LLC 1,444 42K +87 +6.4% 2Q SEC ↗
32 Farther Finance Advisors, LLC 1,324 38K — +0.0% 7Q SEC ↗
33 VALLEY NATIONAL ADVISERS INC 1,312 38K -877 -40.1% 6Q SEC ↗
34 CX Institutional 1,206 35K — +0.0% 6Q SEC ↗
35 Arax Advisory Partners 1,200 34K +400 +50.0% 2Q SEC ↗
36 Activest Wealth Management 1,108 32K — +0.0% 12Q SEC ↗
37 Integrated Wealth Concepts LLC NEW 784 23K — +0.0% 1Q SEC ↗
38 Rialto Wealth Management, LLC 639 18K — +0.0% 2Q SEC ↗
39 Arlington Trust Co LLC 595 17K — +0.0% 6Q SEC ↗
40 SHP Wealth Management 533 15K +100 +23.1% 3Q SEC ↗
41 CoreCap Advisors, LLC 494 14K — +0.0% 5Q SEC ↗
42 Ashton Thomas Private Wealth, LLC 480 14K — +0.0% 2Q SEC ↗
43 AE Wealth Management LLC 412 12K — +0.0% 2Q SEC ↗
44 TD Waterhouse Canada Inc. 300 9K — +0.0% 10Q SEC ↗
45 CWM, LLC 252 7K — +0.0% 18Q SEC ↗
46 McIlrath & Eck, LLC 207 6K — +0.0% 22Q SEC ↗
47 Grove Bank & Trust NEW 200 6K — +0.0% 1Q SEC ↗
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 200 6K -3 -1.5% 9Q SEC ↗
49 Milestone Investment Advisors LLC 186 5K — +0.0% 4Q SEC ↗
50 SIMPLEX TRADING, LLC 141 4K -363 -72.0% 6Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
UBS Group AG +5,053 +10.9% 51,500
PNC Financial Services Group, Inc. +4,975 +7107.1% 5,045
IFP Advisors, Inc +3,393 +476.5% 4,105
ROYAL BANK OF CANADA +1,452 +111.7% 2,752
Steward Partners Investment Advisor +1,000 +143.5% 1,697
MORGAN STANLEY +995 +2.7% 38,221
WELLS FARGO & COMPANY/MN +930 +9.2% 11,063
Arax Advisory Partners +400 +50.0% 1,200
SHP Wealth Management +100 +23.1% 533
Signature Equity Partners, LLC +87 +6.4% 1,444
NATIONAL BANK OF CANADA /FI +62 +3.8% 1,687
Biggest Decreases (9)
HolderReducedChange %Total Shares
LPL Financial LLC -10,421 -29.7% 24,608
BANK OF AMERICA CORP /DE -1,478 -7.1% 19,200
VALLEY NATIONAL ADVISERS INC -877 -40.1% 1,312
Cetera Investment Advisers -855 -10.5% 7,317
OSAIC HOLDINGS, INC. -490 -8.1% 5,532
STIFEL FINANCIAL CORP -481 -1.1% 42,592
SIMPLEX TRADING, LLC -363 -72.0% 141
ENVESTNET ASSET MANAGEMENT INC -49 -0.2% 31,642
NORTHWESTERN MUTUAL WEALTH MANAGEME -3 -1.5% 200

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