KXI Institutional Ownership
iShares Global Consumer Staples ETF
1W: -2.2%
1M: -4.9%
3M: -4.8%
YTD: +0.9%
1Y: +2.9%
3Y: +22.6%
5Y: +18.7%
$65.15
+0.22 (+0.34%)
Weekly Expected Move ±1.6%
$63
$64
$65
$66
$67
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KXI
138
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
720M
Total Invested
11
New Positions
44
Increased
43
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (153 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 7,262,318 | 473M | +583,894 | +8.7% | 35Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,445,672 | 94M | -52,398 | -3.5% | 8Q | SEC ↗ |
| 3 | MORGAN STANLEY | 340,051 | 22M | +13,116 | +4.0% | 60Q | SEC ↗ |
| 4 | Morningstar Investment Management LLC | 260,487 | 17M | — | +0.0% | 5Q | SEC ↗ |
| 5 | LPL Financial LLC | 102,663 | 7M | +17,459 | +20.5% | 61Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 96,787 | 6M | -2,252 | -2.3% | 15Q | SEC ↗ |
| 7 | UBS Group AG | 92,761 | 6M | +4,828 | +5.5% | 47Q | SEC ↗ |
| 8 | Banco Santander, S.A. | 86,518 | 6M | +8,802 | +11.3% | 2Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 70,737 | 5M | +2,933 | +4.3% | 7Q | SEC ↗ |
| 10 | ICICI Prudential Asset Management Co L | 64,610 | 4M | — | +0.0% | 13Q | SEC ↗ |
| 11 | Creative Planning | 56,554 | 4M | -1,473 | -2.5% | 25Q | SEC ↗ |
| 12 | NORTHLAND SECURITIES, INC. | 54,033 | 4M | +5,303 | +10.9% | 3Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 49,691 | 3M | +942 | +1.9% | 78Q | SEC ↗ |
| 14 | Federation des caisses Desjardins du Q | 47,531 | 3M | -55,647 | -53.9% | 37Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 46,612 | 3M | +11,691 | +33.5% | 6Q | SEC ↗ |
| 16 | GTS SECURITIES LLC | 42,147 | 3M | +36,641 | +665.5% | 3Q | SEC ↗ |
| 17 | BESSEMER GROUP INC | 33,858 | 2M | -874 | -2.5% | 39Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 31,923 | 2M | -821 | -2.5% | 67Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 30,274 | 2M | -2,059 | -6.4% | 35Q | SEC ↗ |
| 20 | Northstar Financial Companies, Inc. | 26,415 | 2M | +2,982 | +12.7% | 3Q | SEC ↗ |
| 21 | NATIONAL BANK OF CANADA /FI | 26,231 | 2M | +111 | +0.4% | 19Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 19,728 | 1M | -16,385 | -45.4% | 43Q | SEC ↗ |
| 23 | TRUIST FINANCIAL CORP | 18,365 | 1M | -16,504 | -47.3% | 27Q | SEC ↗ |
| 24 | Y.D. More Investments Ltd | 17,500 | 1M | — | +0.0% | 2Q | SEC ↗ |
| 25 | PATRIOT INVESTMENT MANAGEMENT GROUP, I | 17,098 | 1M | +1,727 | +11.2% | 30Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 16,075 | 1M | +652 | +4.2% | 11Q | SEC ↗ |
| 27 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 14,112 | 919K | -1,934 | -12.1% | 9Q | SEC ↗ |
| 28 | Beacon Pointe Advisors, LLC NEW | 13,154 | 857K | — | +0.0% | 1Q | SEC ↗ |
| 29 | McKinley Carter Wealth Services, Inc. | 12,998 | 847K | -854 | -6.2% | 22Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 12,516 | 815K | +874 | +7.5% | 26Q | SEC ↗ |
| 31 | Gladstone Institutional Advisory LLC | 11,584 | 755K | +737 | +6.8% | 19Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 10,592 | 690K | +1,741 | +19.7% | 9Q | SEC ↗ |
| 33 | WealthBridge Capital Management, LLC | 10,550 | 687K | +300 | +2.9% | 31Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 10,479 | 683K | -8,648 | -45.2% | 2Q | SEC ↗ |
| 35 | Equitable Holdings, Inc. | 10,411 | 678K | +320 | +3.2% | 27Q | SEC ↗ |
| 36 | FMR LLC | 10,098 | 658K | +1,047 | +11.6% | 32Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 10,080 | 657K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Financial Perspectives, Inc | 8,822 | 575K | +3,189 | +56.6% | 2Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 8,610 | 561K | +733 | +9.3% | 21Q | SEC ↗ |
| 40 | Fortis Advisors, LLC | 8,516 | 555K | +103 | +1.2% | 2Q | SEC ↗ |
| 41 | Main Street Financial Solutions, LLC | 7,264 | 473K | +1,609 | +28.5% | 2Q | SEC ↗ |
| 42 | Focus Financial Network, Inc. | 6,676 | 435K | +78 | +1.2% | 10Q | SEC ↗ |
| 43 | MERCER GLOBAL ADVISORS INC /ADV | 6,609 | 431K | -4,720 | -41.7% | 2Q | SEC ↗ |
| 44 | SOA Wealth Advisors, LLC. | 6,270 | 408K | -1,077 | -14.7% | 23Q | SEC ↗ |
| 45 | LOM Asset Management Ltd | 6,000 | 391K | — | +0.0% | 5Q | SEC ↗ |
| 46 | SBI Securities Co., Ltd. | 5,475 | 357K | -264 | -4.6% | 7Q | SEC ↗ |
| 47 | Financial & Tax Architects, LLC NEW | 5,400 | 352K | — | +0.0% | 1Q | SEC ↗ |
| 48 | BARCLAYS PLC | 5,200 | 339K | — | +0.0% | 23Q | SEC ↗ |
| 49 | D. E. Shaw & Co., Inc. | 5,130 | 334K | +196 | +4.0% | 3Q | SEC ↗ |
| 50 | Focus Partners Wealth | 5,059 | 330K | +80 | +1.6% | 8Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Beacon Pointe Advisors, LLC | 13,154 | 857K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,080 | 657K |
| Financial & Tax Architects, LLC | 5,400 | 352K |
| WETZEL INVESTMENT ADVISORS, INC. | 2,968 | 193K |
| EP Wealth Advisors, LLC | 1,708 | 111K |
| Global Retirement Partners, LLC | 300 | 20K |
| Buck Wealth Strategies, LLC | 200 | 13K |
| IFG Advisory, LLC | 185 | 12K |
| LAZARD ASSET MANAGEMENT LLC | 59 | 4K |
| PRIVATE TRUST CO NA | 38 | 2K |
| Allspring Global Investments Holdin | 5 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 44,764 | 3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 38,526 | 3M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 29,872 | 2M |
| Independent Advisor Alliance | 22,046 | 1M |
| Crescent Grove Advisors, LLC | 20,700 | 1M |
| Cresset Asset Management, LLC | 14,425 | 940K |
| M3 Wealth Management, LLC | 14,081 | 917K |
| Clearstead Advisors, LLC | 14,048 | 915K |
| CALTON & ASSOCIATES, INC. | 11,937 | 778K |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,927 | 256K |
| NORTHERN TRUST CORP | 3,151 | 205K |
| Qube Research & Technologies Ltd | 3,122 | 203K |
| Mirae Asset Global Investments Co., | 2,200 | 143K |
| Kestra Advisory Services, LLC | 556 | 36K |
| Advisory Services Network, LLC | 500 | 33K |
| Kohmann Bosshard Financial Services | 426 | 28K |
| TCTC Holdings, LLC | 312 | 20K |
| Key Financial Inc | 257 | 17K |
| Synergy Investment Management, LLC | 200 | 13K |
| Global Trust Asset Management, LLC | 200 | 13K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fisher Asset Management, LLC | +583,894 | +8.7% | 7,262,318 |
| GTS SECURITIES LLC | +36,641 | +665.5% | 42,147 |
| LPL Financial LLC | +17,459 | +20.5% | 102,663 |
| MORGAN STANLEY | +13,116 | +4.0% | 340,051 |
| STIFEL FINANCIAL CORP | +11,691 | +33.5% | 46,612 |
| Banco Santander, S.A. | +8,802 | +11.3% | 86,518 |
| NORTHLAND SECURITIES, INC. | +5,303 | +10.9% | 54,033 |
| UBS Group AG | +4,828 | +5.5% | 92,761 |
| Financial Perspectives, Inc | +3,189 | +56.6% | 8,822 |
| Northstar Financial Companies, Inc. | +2,982 | +12.7% | 26,415 |
| RAYMOND JAMES FINANCIAL INC | +2,933 | +4.3% | 70,737 |
| JONES FINANCIAL COMPANIES LLLP | +1,741 | +19.7% | 10,592 |
| PATRIOT INVESTMENT MANAGEMENT GROUP | +1,727 | +11.2% | 17,098 |
| Main Street Financial Solutions, LL | +1,609 | +28.5% | 7,264 |
| FMR LLC | +1,047 | +11.6% | 10,098 |
| WELLS FARGO & COMPANY/MN | +942 | +1.9% | 49,691 |
| OSAIC HOLDINGS, INC. | +874 | +7.5% | 12,516 |
| Gladstone Institutional Advisory LL | +737 | +6.8% | 11,584 |
| Cetera Investment Advisers | +733 | +9.3% | 8,610 |
| HighTower Advisors, LLC | +652 | +4.2% | 16,075 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Federation des caisses Desjardins d | -55,647 | -53.9% | 47,531 |
| BlackRock, Inc. | -52,398 | -3.5% | 1,445,672 |
| TRUIST FINANCIAL CORP | -16,504 | -47.3% | 18,365 |
| ENVESTNET ASSET MANAGEMENT INC | -16,385 | -45.4% | 19,728 |
| JANE STREET GROUP, LLC | -8,648 | -45.2% | 10,479 |
| CX Institutional | -5,490 | -86.0% | 894 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,720 | -41.7% | 6,609 |
| BANK OF AMERICA CORP /DE | -2,252 | -2.3% | 96,787 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,059 | -6.4% | 30,274 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -1,934 | -12.1% | 14,112 |
| Creative Planning | -1,473 | -2.5% | 56,554 |
| SOA Wealth Advisors, LLC. | -1,077 | -14.7% | 6,270 |
| BESSEMER GROUP INC | -874 | -2.5% | 33,858 |
| McKinley Carter Wealth Services, In | -854 | -6.2% | 12,998 |
| ROYAL BANK OF CANADA | -821 | -2.5% | 31,923 |
| TD Waterhouse Canada Inc. | -600 | -27.2% | 1,605 |
| Steward Partners Investment Advisor | -592 | -18.3% | 2,637 |
| MAI Capital Management | -370 | -10.6% | 3,123 |
| Cambridge Investment Research Advis | -308 | -9.2% | 3,044 |
| Richard Bernstein Advisors LLC | -288 | -39.3% | 444 |