JXI Institutional Ownership
iShares Global Utilities ETF
1W: +0.2%
1M: -4.2%
3M: -8.8%
YTD: -2.5%
1Y: +0.1%
3Y: +52.7%
5Y: +46.9%
$77.46
+0.52 (+0.68%)
Weekly Expected Move ±1.7%
$75
$76
$77
$79
$80
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — JXI
93
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
97M
Total Invested
12
New Positions
34
Increased
30
Reduced
9
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (99 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 171,606 | 13M | +40,214 | +30.6% | 54Q | SEC ↗ |
| 2 | MORGAN STANLEY | 155,230 | 12M | +13,929 | +9.9% | 60Q | SEC ↗ |
| 3 | Federation des caisses Desjardins du Q | 128,681 | 10M | -9,680 | -7.0% | 37Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 44,733 | 3M | -68,251 | -60.4% | 16Q | SEC ↗ |
| 5 | NTV Asset Management LLC | 40,845 | 3M | -1,015 | -2.4% | 70Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 39,776 | 3M | +6,766 | +20.5% | 15Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 36,814 | 3M | -14,730 | -28.6% | 6Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 34,280 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 9 | HRT FINANCIAL LP NEW | 33,568 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 32,320 | 3M | +9,560 | +42.0% | 4Q | SEC ↗ |
| 11 | FLOW TRADERS U.S. LLC | 30,309 | 2M | +18,533 | +157.4% | 2Q | SEC ↗ |
| 12 | GUARDIAN CAPITAL LP | 26,100 | 2M | -200 | -0.8% | 6Q | SEC ↗ |
| 13 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 23,331 | 2M | +1,282 | +5.8% | 9Q | SEC ↗ |
| 14 | Kestra Advisory Services, LLC | 22,666 | 2M | -28,939 | -56.1% | 11Q | SEC ↗ |
| 15 | UBS Group AG | 21,579 | 2M | +1,417 | +7.0% | 47Q | SEC ↗ |
| 16 | Solstein Capital, LLC | 21,341 | 2M | +20,881 | +4539.3% | 2Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 20,276 | 2M | +1,339 | +7.1% | 15Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 19,702 | 2M | +3,399 | +20.8% | 67Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 16,720 | 1M | -3,228 | -16.2% | 78Q | SEC ↗ |
| 20 | BARINGS LLC | 15,422 | 1M | -87,285 | -85.0% | 4Q | SEC ↗ |
| 21 | Cumberland Partners Ltd | 14,838 | 1M | +225 | +1.5% | 2Q | SEC ↗ |
| 22 | Private Advisor Group, LLC | 13,898 | 1M | +967 | +7.5% | 5Q | SEC ↗ |
| 23 | J. Safra Sarasin Holding AG | 12,631 | 978K | — | +0.0% | 3Q | SEC ↗ |
| 24 | Janney Montgomery Scott LLC | 12,609 | 977K | +1,683 | +15.4% | 5Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 12,358 | 957K | +1,107 | +9.8% | 26Q | SEC ↗ |
| 26 | Nova Wealth Management, Inc. | 11,539 | 894K | +3,327 | +40.5% | 7Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 10,868 | 842K | +3,842 | +54.7% | 9Q | SEC ↗ |
| 28 | Equitable Holdings, Inc. | 9,479 | 734K | -124 | -1.3% | 5Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 9,339 | 723K | +1,598 | +20.6% | 32Q | SEC ↗ |
| 30 | LOM Asset Management Ltd | 8,936 | 692K | +498 | +5.9% | 5Q | SEC ↗ |
| 31 | Steward Partners Investment Advisory, | 8,388 | 650K | +363 | +4.5% | 4Q | SEC ↗ |
| 32 | Nautilus Advisors LLC NEW | 7,408 | 574K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 5,533 | 429K | -288 | -4.9% | 5Q | SEC ↗ |
| 34 | Eagle Strategies LLC | 5,469 | 424K | +99 | +1.8% | 4Q | SEC ↗ |
| 35 | GLOBALT Investments LLC / GA | 5,438 | 421K | -283 | -4.9% | 11Q | SEC ↗ |
| 36 | J.W. COLE ADVISORS, INC. NEW | 5,351 | 414K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Gladstone Institutional Advisory LLC | 4,781 | 370K | +2,182 | +84.0% | 2Q | SEC ↗ |
| 38 | Sava Infond d.o.o. | 4,600 | 356K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Beacon Pointe Advisors, LLC | 4,373 | 339K | -3,556 | -44.8% | 3Q | SEC ↗ |
| 40 | Sightline Wealth Advisors, LLC | 4,062 | 315K | +23 | +0.6% | 3Q | SEC ↗ |
| 41 | Advisory Services Network, LLC | 3,755 | 291K | -208 | -5.2% | 30Q | SEC ↗ |
| 42 | Creative Planning | 3,751 | 291K | +5 | +0.1% | 6Q | SEC ↗ |
| 43 | CAPTRUST FINANCIAL ADVISORS NEW | 3,719 | 288K | — | +0.0% | 1Q | SEC ↗ |
| 44 | TRUIST FINANCIAL CORP | 3,551 | 275K | -69 | -1.9% | 20Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 2,881 | 223K | -4,656 | -61.8% | 35Q | SEC ↗ |
| 46 | SIMPLEX TRADING, LLC | 2,720 | 211K | +2,712 | +33900.0% | 2Q | SEC ↗ |
| 47 | HighTower Advisors, LLC NEW | 2,707 | 210K | — | +0.0% | 1Q | SEC ↗ |
| 48 | IEQ CAPITAL, LLC | 2,600 | 201K | — | +0.0% | 4Q | SEC ↗ |
| 49 | SBI Securities Co., Ltd. | 2,564 | 199K | +196 | +8.3% | 7Q | SEC ↗ |
| 50 | BESSEMER GROUP INC | 2,542 | 197K | — | +0.0% | 27Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 34,280 | 3M |
| HRT FINANCIAL LP | 33,568 | 3M |
| Nautilus Advisors LLC | 7,408 | 574K |
| J.W. COLE ADVISORS, INC. | 5,351 | 414K |
| CAPTRUST FINANCIAL ADVISORS | 3,719 | 288K |
| HighTower Advisors, LLC | 2,707 | 210K |
| Integrated Wealth Concepts LLC | 1,468 | 114K |
| IFG Advisory, LLC | 221 | 17K |
| SouthState Bank Corp | 160 | 12K |
| MERCER GLOBAL ADVISORS INC /ADV | 30 | 2K |
| Mondrian Investment Partners LTD | 20 | 2K |
| LAZARD ASSET MANAGEMENT LLC | 6 | 0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cambria Investment Management, L.P. | 129,313 | 10M |
| Guardian Partners Inc. | 52,100 | 4M |
| BANK OF NOVA SCOTIA | 30,880 | 2M |
| Corient Private Wealth LLC | 21,740 | 2M |
| OLD MISSION CAPITAL LLC | 9,505 | 736K |
| Financial & Tax Architects, LLC | 5,150 | 399K |
| Cresset Asset Management, LLC | 3,886 | 301K |
| Mirae Asset Global Investments Co., | 1,800 | 139K |
| MWA Asset Management | 1,295 | 100K |
| FLAGSHIP HARBOR ADVISORS, LLC | 850 | 66K |
| Western Wealth Management, LLC | 578 | 45K |
| Addison Advisors LLC | 260 | 20K |
| Estate Planners Group, LLC | 191 | 15K |
| Sound Income Strategies, LLC | 125 | 10K |
| Copia Wealth Management | 63 | 5K |
| VALLEY NATIONAL ADVISERS INC | 13 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +40,214 | +30.6% | 171,606 |
| Solstein Capital, LLC | +20,881 | +4539.3% | 21,341 |
| FLOW TRADERS U.S. LLC | +18,533 | +157.4% | 30,309 |
| MORGAN STANLEY | +13,929 | +9.9% | 155,230 |
| JANE STREET GROUP, LLC | +9,560 | +42.0% | 32,320 |
| Cetera Investment Advisers | +6,766 | +20.5% | 39,776 |
| JONES FINANCIAL COMPANIES LLLP | +3,842 | +54.7% | 10,868 |
| ROYAL BANK OF CANADA | +3,399 | +20.8% | 19,702 |
| Nova Wealth Management, Inc. | +3,327 | +40.5% | 11,539 |
| SIMPLEX TRADING, LLC | +2,712 | +33900.0% | 2,720 |
| Gladstone Institutional Advisory LL | +2,182 | +84.0% | 4,781 |
| Janney Montgomery Scott LLC | +1,683 | +15.4% | 12,609 |
| ENVESTNET ASSET MANAGEMENT INC | +1,598 | +20.6% | 9,339 |
| UBS Group AG | +1,417 | +7.0% | 21,579 |
| BANK OF AMERICA CORP /DE | +1,339 | +7.1% | 20,276 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +1,282 | +5.8% | 23,331 |
| OSAIC HOLDINGS, INC. | +1,107 | +9.8% | 12,358 |
| NATIONAL BANK OF CANADA /FI | +1,057 | +348.8% | 1,360 |
| Private Advisor Group, LLC | +967 | +7.5% | 13,898 |
| LOM Asset Management Ltd | +498 | +5.9% | 8,936 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BARINGS LLC | -87,285 | -85.0% | 15,422 |
| AMERIPRISE FINANCIAL INC | -68,251 | -60.4% | 44,733 |
| Kestra Advisory Services, LLC | -28,939 | -56.1% | 22,666 |
| RAYMOND JAMES FINANCIAL INC | -14,730 | -28.6% | 36,814 |
| Federation des caisses Desjardins d | -9,680 | -7.0% | 128,681 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,656 | -61.8% | 2,881 |
| MATHER GROUP, LLC. | -4,606 | -90.3% | 492 |
| Beacon Pointe Advisors, LLC | -3,556 | -44.8% | 4,373 |
| WELLS FARGO & COMPANY/MN | -3,228 | -16.2% | 16,720 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -1,172 | -79.1% | 310 |
| NTV Asset Management LLC | -1,015 | -2.4% | 40,845 |
| FIFTH THIRD BANCORP | -698 | -71.3% | 281 |
| AE Wealth Management LLC | -355 | -75.7% | 114 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -305 | -21.7% | 1,099 |
| Cambridge Investment Research Advis | -288 | -4.9% | 5,533 |
| GLOBALT Investments LLC / GA | -283 | -4.9% | 5,438 |
| Advisory Services Network, LLC | -208 | -5.2% | 3,755 |
| GUARDIAN CAPITAL LP | -200 | -0.8% | 26,100 |
| Equitable Holdings, Inc. | -124 | -1.3% | 9,479 |
| TRUIST FINANCIAL CORP | -69 | -1.9% | 3,551 |