SECU Institutional Ownership
iShares Securitized Income Active ETF
1W: -0.1%
1M: -1.9%
3M: -2.8%
YTD: -2.7%
$48.33
-0.07 (-0.15%)
Weekly Expected Move ±0.4%
$48
$48
$48
$49
$49
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — SECU
111
Institutional Holders
+74 vs prior quarter
0.0%
Ownership
+0.00pp
849M
Total Invested
74
New Positions
20
Increased
14
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (111 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,182,224 | $202M | +240,903 | +6.1% | 2Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 2,416,325 | $117M | +2,122,871 | +723.4% | 2Q | SEC ↗ |
| 3 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 1,900,000 | $92M | — | +0.0% | 1Q | SEC ↗ |
| 4 | CAPTRUST FINANCIAL ADVISORS | 1,332,817 | $64M | -187,947 | -12.4% | 2Q | SEC ↗ |
| 5 | Permanens Capital L.P. | 1,103,409 | $53M | +281,056 | +34.2% | 2Q | SEC ↗ |
| 6 | LPL Financial LLC | 885,051 | $43M | +864,150 | +4134.5% | 2Q | SEC ↗ |
| 7 | FMR LLC NEW | 744,112 | $36M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 401,449 | $19M | +356,268 | +788.5% | 2Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 369,449 | $18M | -30,565 | -7.6% | 2Q | SEC ↗ |
| 10 | MORGAN STANLEY | 279,511 | $14M | +275,127 | +6275.7% | 2Q | SEC ↗ |
| 11 | Envestnet Portfolio Solutions, Inc. NEW | 276,466 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 12 | PNC Financial Services Group, Inc. | 252,901 | $12M | -397 | -0.2% | 2Q | SEC ↗ |
| 13 | ASSETMARK, INC NEW | 243,814 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 196,050 | $9M | +110,884 | +130.2% | 2Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 175,940 | $9M | +171,920 | +4276.6% | 2Q | SEC ↗ |
| 16 | OneDigital Investment Advisors LLC NEW | 149,693 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 144,480 | $7M | +86,141 | +147.7% | 2Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 139,892 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 19 | All Terrain Financial Advisors, LLC NEW | 122,105 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Kelly Financial Services LLC NEW | 117,403 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC NEW | 110,772 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Diversify Advisory Services, LLC NEW | 110,772 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Perigon Wealth Management, LLC | 105,067 | $5M | +4,081 | +4.0% | 2Q | SEC ↗ |
| 24 | Saxony Capital Management, LLC | 89,886 | $4M | -5,390 | -5.7% | 2Q | SEC ↗ |
| 25 | JB Capital LLC NEW | 85,247 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC NEW | 77,243 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 27 | PARK AVENUE SECURITIES LLC NEW | 74,822 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Tennessee Valley Asset Management Part | 70,414 | $3M | +7,384 | +11.7% | 2Q | SEC ↗ |
| 29 | Scarborough Advisors, LLC | 63,913 | $3M | -24,252 | -27.5% | 2Q | SEC ↗ |
| 30 | C2P Capital Advisory Group, LLC d.b.a. NEW | 58,133 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Triad Wealth Partners, LLC NEW | 45,041 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | RFG Advisory, LLC | 39,677 | $2M | +973 | +2.5% | 2Q | SEC ↗ |
| 33 | INDEPENDENT FINANCIAL GROUP, LLC | 36,057 | $2M | +1,416 | +4.1% | 2Q | SEC ↗ |
| 34 | Private Advisor Group, LLC NEW | 35,241 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 35 | TCP Asset Management, LLC NEW | 35,079 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | MERCER GLOBAL ADVISORS INC /ADV NEW | 32,697 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 37 | IHT Wealth Management, LLC | 29,513 | $1M | +948 | +3.3% | 2Q | SEC ↗ |
| 38 | Sanctuary Advisors, LLC NEW | 29,314 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | CreativeOne Wealth, LLC NEW | 24,563 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | TRUIST FINANCIAL CORP | 23,599 | $1M | +6,948 | +41.7% | 2Q | SEC ↗ |
| 41 | Orion Porfolio Solutions, LLC NEW | 22,088 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 20,519 | $992K | +18,709 | +1033.6% | 2Q | SEC ↗ |
| 43 | BEACON FINANCIAL GROUP NEW | 19,834 | $959K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Sequoia Financial Advisors, LLC NEW | 19,285 | $932K | — | +0.0% | 1Q | SEC ↗ |
| 45 | GOLDMAN SACHS GROUP INC NEW | 17,014 | $822K | — | +0.0% | 1Q | SEC ↗ |
| 46 | ShoreHaven Wealth Partners, LLC NEW | 16,889 | $816K | — | +0.0% | 1Q | SEC ↗ |
| 47 | OLD MISSION CAPITAL LLC NEW | 15,966 | $772K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Arkadios Wealth Advisors NEW | 15,676 | $758K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Simplicity Wealth,LLC NEW | 15,646 | $756K | — | +0.0% | 1Q | SEC ↗ |
| 50 | INSIGNEO ADVISORY SERVICES, LLC | 14,556 | $703K | -9 | -0.1% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE OF MICHIGAN RETIREMENT SYSTEM | 1,900,000 | $92M |
| FMR LLC | 744,112 | $36M |
| Envestnet Portfolio Solutions, Inc. | 276,466 | $13M |
| ASSETMARK, INC | 243,814 | $12M |
| OneDigital Investment Advisors LLC | 149,693 | $7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 139,892 | $7M |
| All Terrain Financial Advisors, LLC | 122,105 | $6M |
| Kelly Financial Services LLC | 117,403 | $6M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 110,772 | $5M |
| Diversify Advisory Services, LLC | 110,772 | $5M |
| JB Capital LLC | 85,247 | $4M |
| UNITED CAPITAL FINANCIAL ADVISORS, | 77,243 | $4M |
| PARK AVENUE SECURITIES LLC | 74,822 | $4M |
| C2P Capital Advisory Group, LLC d.b | 58,133 | $3M |
| Triad Wealth Partners, LLC | 45,041 | $2M |
| Private Advisor Group, LLC | 35,241 | $2M |
| TCP Asset Management, LLC | 35,079 | $2M |
| MERCER GLOBAL ADVISORS INC /ADV | 32,697 | $2M |
| Sanctuary Advisors, LLC | 29,314 | $1M |
| CreativeOne Wealth, LLC | 24,563 | $1M |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 251,988 | $12M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 28,356 | $1M |
| HRT FINANCIAL LP | 4,476 | $216K |
| MAI Capital Management | 37 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +2,122,871 | +723.4% | 2,416,325 |
| LPL Financial LLC | +864,150 | +4134.5% | 885,051 |
| Cetera Investment Advisers | +356,268 | +788.5% | 401,449 |
| Permanens Capital L.P. | +281,056 | +34.2% | 1,103,409 |
| MORGAN STANLEY | +275,127 | +6275.7% | 279,511 |
| BlackRock, Inc. | +240,903 | +6.1% | 4,182,224 |
| MML INVESTORS SERVICES, LLC | +171,920 | +4276.6% | 175,940 |
| JPMORGAN CHASE & CO | +110,884 | +130.2% | 196,050 |
| CITADEL ADVISORS LLC | +86,141 | +147.7% | 144,480 |
| OSAIC HOLDINGS, INC. | +18,709 | +1033.6% | 20,519 |
| Tennessee Valley Asset Management P | +7,384 | +11.7% | 70,414 |
| TRUIST FINANCIAL CORP | +6,948 | +41.7% | 23,599 |
| Perigon Wealth Management, LLC | +4,081 | +4.0% | 105,067 |
| RAYMOND JAMES FINANCIAL INC | +1,677 | +32.0% | 6,916 |
| INDEPENDENT FINANCIAL GROUP, LLC | +1,416 | +4.1% | 36,057 |
| BENJAMIN EDWARDS INC | +1,089 | +14.7% | 8,487 |
| Rossby Financial, LCC | +1,005 | +329.5% | 1,310 |
| RFG Advisory, LLC | +973 | +2.5% | 39,677 |
| IHT Wealth Management, LLC | +948 | +3.3% | 29,513 |
| AE Wealth Management LLC | +409 | +274.5% | 558 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | -187,947 | -12.4% | 1,332,817 |
| BANK OF AMERICA CORP /DE | -30,565 | -7.6% | 369,449 |
| Scarborough Advisors, LLC | -24,252 | -27.5% | 63,913 |
| UBS Group AG | -21,903 | -100.0% | 8 |
| AMERIPRISE FINANCIAL INC | -19,987 | -61.6% | 12,459 |
| FIFTH THIRD BANCORP | -7,121 | -72.3% | 2,722 |
| Saxony Capital Management, LLC | -5,390 | -5.7% | 89,886 |
| Icon Wealth Advisors, LLC | -884 | -17.5% | 4,167 |
| PNC Financial Services Group, Inc. | -397 | -0.2% | 252,901 |
| INSIGNEO ADVISORY SERVICES, LLC | -9 | -0.1% | 14,556 |