LCTU Institutional Ownership
iShares U.S. Carbon Transition Readiness Aware Active ETF
1W: -0.3%
1M: +0.2%
3M: +2.0%
YTD: +11.1%
1Y: +13.5%
3Y: +80.8%
5Y: +72.7%
$82.39
+0.61 (+0.75%)
Weekly Expected Move ±1.5%
$80
$81
$82
$84
$85
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LCTU
225
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
31
New Positions
67
Increased
108
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (242 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Varma Mutual Pension Insurance Co | 4,814,000 | $397M | — | +0.0% | 21Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 4,217,213 | $347M | -207,594 | -4.7% | 17Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,232,880 | $102M | +19,897 | +1.6% | 16Q | SEC ↗ |
| 4 | Envestnet Portfolio Solutions, Inc. | 803,987 | $66M | -39,630 | -4.7% | 12Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 730,454 | $60M | -16,777 | -2.2% | 15Q | SEC ↗ |
| 6 | PARK AVENUE SECURITIES LLC | 419,357 | $35M | -14,230 | -3.3% | 17Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 280,587 | $23M | -11,702 | -4.0% | 17Q | SEC ↗ |
| 8 | CWM, LLC | 254,071 | $21M | -14,114 | -5.3% | 16Q | SEC ↗ |
| 9 | MML INVESTORS SERVICES, LLC | 232,617 | $19M | +28,648 | +14.0% | 17Q | SEC ↗ |
| 10 | SOFI WEALTH, LLC | 148,576 | $12M | +27,094 | +22.3% | 7Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 142,890 | $12M | -633 | -0.4% | 17Q | SEC ↗ |
| 12 | One Wealth Advisors, LLC | 131,079 | $11M | -1,127 | -0.9% | 17Q | SEC ↗ |
| 13 | Thrivent Financial for Lutherans | 124,466 | $10M | +10,814 | +9.5% | 17Q | SEC ↗ |
| 14 | ASSETMARK, INC | 112,781 | $9M | -5,219 | -4.4% | 17Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 101,940 | $8M | +6,452 | +6.8% | 16Q | SEC ↗ |
| 16 | Avise Financial Cooperative, Inc. | 99,006 | $8M | -13,890 | -12.3% | 3Q | SEC ↗ |
| 17 | GeoWealth Management, LLC | 80,709 | $7M | +12,002 | +17.5% | 8Q | SEC ↗ |
| 18 | Advisory Services Network, LLC | 80,398 | $7M | -2,388 | -2.9% | 15Q | SEC ↗ |
| 19 | Archer Investment Management, LLC | 73,549 | $6M | -8,931 | -10.8% | 3Q | SEC ↗ |
| 20 | OneDigital Investment Advisors LLC | 66,569 | $5M | -3,778 | -5.4% | 14Q | SEC ↗ |
| 21 | Cerity Partners LLC | 65,142 | $5M | +4,356 | +7.2% | 21Q | SEC ↗ |
| 22 | Sanctuary Advisors, LLC | 63,936 | $5M | +2,441 | +4.0% | 9Q | SEC ↗ |
| 23 | Horst & Graben Wealth Management LLC | 58,722 | $5M | -5,856 | -9.1% | 17Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC | 58,519 | $5M | -2,382 | -3.9% | 17Q | SEC ↗ |
| 25 | Equitable Holdings, Inc. | 58,362 | $5M | -3,249 | -5.3% | 15Q | SEC ↗ |
| 26 | Perigon Wealth Management, LLC | 56,764 | $5M | +3,263 | +6.1% | 13Q | SEC ↗ |
| 27 | Merit Financial Group, LLC | 55,958 | $5M | +2,964 | +5.6% | 7Q | SEC ↗ |
| 28 | Sharkey, Howes & Javer | 55,810 | $5M | -1,137 | -2.0% | 17Q | SEC ↗ |
| 29 | Steward Partners Investment Advisory, | 54,877 | $5M | +2,328 | +4.4% | 17Q | SEC ↗ |
| 30 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 54,788 | $5M | -11,455 | -17.3% | 11Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 54,128 | $4M | -1,821 | -3.3% | 17Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 53,797 | $4M | +13,290 | +32.8% | 10Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 50,370 | $4M | -4,636 | -8.4% | 16Q | SEC ↗ |
| 34 | Orion Porfolio Solutions, LLC | 49,761 | $4M | +2,893 | +6.2% | 14Q | SEC ↗ |
| 35 | Davis Wealth Advisors, LLC | 49,046 | $4M | +4,636 | +10.4% | 4Q | SEC ↗ |
| 36 | SigFig Wealth Management, LLC | 45,034 | $4M | -2,015 | -4.3% | 17Q | SEC ↗ |
| 37 | MGO ONE SEVEN LLC | 42,703 | $4M | -2,333 | -5.2% | 11Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 41,482 | $3M | +880 | +2.2% | 17Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 41,397 | $3M | +18,489 | +80.7% | 7Q | SEC ↗ |
| 40 | Vise Technologies, Inc. NEW | 38,218 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 41 | OSAIC HOLDINGS, INC. | 37,718 | $3M | +2,677 | +7.6% | 21Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 32,407 | $3M | +2,191 | +7.3% | 15Q | SEC ↗ |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 31,598 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Concurrent Investment Advisors, LLC | 29,806 | $2M | +3,027 | +11.3% | 6Q | SEC ↗ |
| 45 | MA Private Wealth | 28,310 | $2M | -814 | -2.8% | 14Q | SEC ↗ |
| 46 | World Investment Advisors | 28,211 | $2M | -125 | -0.4% | 15Q | SEC ↗ |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,534 | $2M | -29,155 | -55.3% | 3Q | SEC ↗ |
| 48 | HighTower Advisors, LLC | 23,451 | $2M | +704 | +3.1% | 10Q | SEC ↗ |
| 49 | RFG Advisory, LLC | 22,932 | $2M | -1,065 | -4.4% | 8Q | SEC ↗ |
| 50 | SAGESPRING WEALTH PARTNERS, LLC | 22,907 | $2M | -65 | -0.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 38,218 | $3M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 31,598 | $3M |
| ZENITH SOLUTIONS, INC. | 16,521 | $1M |
| MERCER GLOBAL ADVISORS INC /ADV | 14,083 | $1M |
| Beacon Pointe Advisors, LLC | 13,214 | $1M |
| Diversify Advisory Services, LLC | 12,879 | $1M |
| Contango Wealth Management LLC | 9,257 | $763K |
| Arax Advisory Partners | 7,739 | $638K |
| AXXCESS WEALTH MANAGEMENT, LLC | 7,671 | $632K |
| Vantus Wealth LLC | 5,603 | $462K |
| PW Nova Financial Services LLC | 4,883 | $402K |
| Williams Financial, LLC | 4,463 | $368K |
| Russell Investments Group, Ltd. | 4,260 | $351K |
| Vestmark Advisory Solutions, Inc. | 4,013 | $331K |
| BARON SILVER STEVENS FINANCIAL ADVI | 3,503 | $289K |
| Two West Capital Advisors LLC | 3,031 | $250K |
| SAX WEALTH ADVISORS, LLC | 3,004 | $247K |
| ELEVATION POINT WEALTH PARTNERS, LL | 2,720 | $224K |
| Founders Financial Alliance, LLC | 2,651 | $218K |
| KELLY FINANCIAL GROUP LLC | 2,644 | $218K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 37,400 | $3M |
| Brendel Financial Advisors LLC | 13,056 | $1M |
| HRT FINANCIAL LP | 10,516 | $866K |
| J. Mark Nickell & Co. | 8,215 | $677K |
| ZACKS INVESTMENT MANAGEMENT | 7,843 | $646K |
| Talisman Wealth Advisors LLC | 6,190 | $510K |
| Mariner, LLC | 5,680 | $468K |
| Hilltop Holdings Inc. | 5,551 | $457K |
| GOLDMAN SACHS GROUP INC | 4,183 | $345K |
| Alta Wealth Advisors LLC | 3,848 | $317K |
| Emergent Wealth Advisors, LLC | 3,364 | $277K |
| Willow Financial LLC | 2,988 | $246K |
| Fairvoy Private Wealth, LLC | 2,859 | $236K |
| BESSEMER GROUP INC | 2,154 | $177K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,702 | $140K |
| BANK OF AMERICA CORP /DE | 982 | $81K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 896 | $74K |
| WFA of San Diego, LLC | 762 | $63K |
| Camelot Portfolios, LLC | 411 | $34K |
| Western Wealth Management, LLC | 392 | $32K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +28,648 | +14.0% | 232,617 |
| SOFI WEALTH, LLC | +27,094 | +22.3% | 148,576 |
| LPL Financial LLC | +19,897 | +1.6% | 1,232,880 |
| RAYMOND JAMES FINANCIAL INC | +18,489 | +80.7% | 41,397 |
| NewEdge Advisors, LLC | +13,290 | +32.8% | 53,797 |
| GeoWealth Management, LLC | +12,002 | +17.5% | 80,709 |
| Thrivent Financial for Lutherans | +10,814 | +9.5% | 124,466 |
| Ashton Thomas Private Wealth, LLC | +9,704 | +187.4% | 14,882 |
| ROYAL BANK OF CANADA | +6,452 | +6.8% | 101,940 |
| Davis Wealth Advisors, LLC | +4,636 | +10.4% | 49,046 |
| Cerity Partners LLC | +4,356 | +7.2% | 65,142 |
| Perigon Wealth Management, LLC | +3,263 | +6.1% | 56,764 |
| Focus Financial Network, Inc. | +3,192 | +61.7% | 8,369 |
| Skyline Advisors, Inc. | +3,181 | +17.7% | 21,141 |
| Concurrent Investment Advisors, LLC | +3,027 | +11.3% | 29,806 |
| Merit Financial Group, LLC | +2,964 | +5.6% | 55,958 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | +2,920 | +70.4% | 7,067 |
| Orion Porfolio Solutions, LLC | +2,893 | +6.2% | 49,761 |
| OSAIC HOLDINGS, INC. | +2,677 | +7.6% | 37,718 |
| AE Wealth Management LLC | +2,645 | +46.9% | 8,287 |