TECB Institutional Ownership
iShares U.S. Tech Breakthrough Multisector ETF
1W: -0.1%
1M: +5.8%
3M: +8.9%
YTD: +31.2%
1Y: +30.6%
3Y: +121.4%
5Y: +87.1%
$79.36
+0.43 (+0.54%)
Weekly Expected Move ±2.2%
$76
$78
$79
$81
$83
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TECB
100
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
336M
Total Invested
14
New Positions
22
Increased
36
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (114 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 3,569,668 | 283M | -382,770 | -9.7% | 25Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 281,811 | 22M | -15,807 | -5.3% | 15Q | SEC ↗ |
| 3 | NorthRock Partners, LLC | 94,698 | 8M | -192 | -0.2% | 4Q | SEC ↗ |
| 4 | LPL Financial LLC | 47,761 | 4M | -1,071 | -2.2% | 13Q | SEC ↗ |
| 5 | Advisory Services Network, LLC | 42,187 | 3M | +768 | +1.9% | 7Q | SEC ↗ |
| 6 | SHEETS SMITH WEALTH MANAGEMENT | 38,045 | 3M | +5 | +0.0% | 25Q | SEC ↗ |
| 7 | GTS SECURITIES LLC | 37,850 | 3M | — | +0.0% | 5Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 37,687 | 3M | +27,917 | +285.7% | 24Q | SEC ↗ |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 36,506 | 3M | -27,384 | -42.9% | 18Q | SEC ↗ |
| 10 | Stonebridge Financial Planning Group, | 35,170 | 3M | -1,034 | -2.9% | 10Q | SEC ↗ |
| 11 | Sigma Planning Corp | 30,574 | 2M | +6,249 | +25.7% | 19Q | SEC ↗ |
| 12 | VALLEY NATIONAL ADVISERS INC | 28,982 | 2M | -66 | -0.2% | 14Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,604 | 2M | +2,032 | +7.9% | 10Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 22,535 | 2M | +482 | +2.2% | 7Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 21,221 | 2M | +3,593 | +20.4% | 6Q | SEC ↗ |
| 16 | Austin Wealth Management, LLC | 17,383 | 1M | -45 | -0.3% | 12Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 17,345 | 1M | -1,020 | -5.6% | 25Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 16,441 | 1M | -98 | -0.6% | 12Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 16,281 | 1M | +815 | +5.3% | 4Q | SEC ↗ |
| 20 | Mariner, LLC | 15,639 | 1M | +613 | +4.1% | 11Q | SEC ↗ |
| 21 | Banque Transatlantique SA | 15,332 | 1M | -1,353 | -8.1% | 2Q | SEC ↗ |
| 22 | CWM, LLC | 14,605 | 1M | +216 | +1.5% | 12Q | SEC ↗ |
| 23 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 14,556 | 1M | +888 | +6.5% | 5Q | SEC ↗ |
| 24 | Dynamic Advisor Solutions LLC NEW | 13,020 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | PFG Investments, LLC | 13,012 | 1M | +2,304 | +21.5% | 10Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC | 12,439 | 987K | -14,327 | -53.5% | 8Q | SEC ↗ |
| 27 | Stratos Wealth Advisors, LLC | 11,803 | 937K | -433 | -3.5% | 24Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 11,411 | 906K | -643 | -5.3% | 10Q | SEC ↗ |
| 29 | FMR LLC | 10,049 | 797K | -324 | -3.1% | 21Q | SEC ↗ |
| 30 | BRASADA CAPITAL MANAGEMENT, LP | 9,077 | 720K | -478 | -5.0% | 20Q | SEC ↗ |
| 31 | CERTUITY, LLC | 8,552 | 679K | — | +0.0% | 4Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 8,237 | 654K | -5,430 | -39.7% | 13Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 7,745 | 615K | +916 | +13.4% | 12Q | SEC ↗ |
| 34 | Prime Capital Investment Advisors, LLC | 7,304 | 580K | -414 | -5.4% | 10Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 7,144 | 567K | +5,454 | +322.7% | 15Q | SEC ↗ |
| 36 | Fiduciary Alliance LLC | 6,507 | 516K | +110 | +1.7% | 5Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 6,013 | 477K | +2,032 | +51.0% | 3Q | SEC ↗ |
| 38 | Rehmann Capital Advisory Group | 5,337 | 424K | +134 | +2.6% | 5Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 4,852 | 385K | -101 | -2.0% | 6Q | SEC ↗ |
| 40 | AE Wealth Management LLC | 4,540 | 360K | -189 | -4.0% | 12Q | SEC ↗ |
| 41 | J.W. COLE ADVISORS, INC. | 4,468 | 355K | +218 | +5.1% | 5Q | SEC ↗ |
| 42 | Summit Financial, LLC | 4,180 | 332K | +45 | +1.1% | 2Q | SEC ↗ |
| 43 | Creative Planning | 4,158 | 330K | +65 | +1.6% | 4Q | SEC ↗ |
| 44 | SIGNET FINANCIAL MANAGEMENT, LLC | 4,135 | 328K | — | +0.0% | 10Q | SEC ↗ |
| 45 | United Advisor Group, LLC | 4,112 | 326K | -6,114 | -59.8% | 9Q | SEC ↗ |
| 46 | RFG Advisory, LLC | 4,041 | 321K | -281 | -6.5% | 3Q | SEC ↗ |
| 47 | Focus Partners Wealth | 4,038 | 320K | -471 | -10.4% | 6Q | SEC ↗ |
| 48 | StoneX Group Inc. NEW | 4,025 | 319K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Cambridge Investment Research Advisors | 4,017 | 319K | -214 | -5.1% | 5Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 3,928 | 312K | -2,862 | -42.2% | 13Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Dynamic Advisor Solutions LLC | 13,020 | 1M |
| StoneX Group Inc. | 4,025 | 319K |
| Baird Financial Group, Inc. | 3,666 | 291K |
| HRT FINANCIAL LP | 3,577 | 284K |
| OpenArc Corporate Advisory, LLC | 3,060 | 243K |
| Carl P. Sherr & Co., LLC | 2,943 | 234K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,868 | 148K |
| Integrated Wealth Concepts LLC | 659 | 52K |
| Global Retirement Partners, LLC | 360 | 29K |
| WELLS FARGO & COMPANY/MN | 220 | 17K |
| UBS Group AG | 197 | 16K |
| NBH Bank | 173 | 14K |
| Sunbelt Securities, Inc. | 157 | 12K |
| Synergy Investment Management, LLC | 150 | 12K |
| Russell Investments Group, Ltd. | 64 | 5K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Waterford Advisors, LLC | 12,548 | 996K |
| TWO SIGMA INVESTMENTS, LP | 11,200 | 889K |
| Marshall Financial Group, LLC | 4,085 | 324K |
| CORE WEALTH ADVISORS, LLC | 1,890 | 150K |
| DAGCO, INC. | 846 | 67K |
| Elyxium Wealth, LLC | 808 | 64K |
| Keating Financial Advisory Services | 659 | 52K |
| Western Wealth Management, LLC | 415 | 33K |
| Wealth Watch Advisors, INC | 382 | 30K |
| Sound Income Strategies, LLC | 268 | 21K |
| JONES FINANCIAL COMPANIES LLLP | 135 | 11K |
| SageView Advisory Group, LLC | 100 | 8K |
| AlphaCore Capital LLC | 62 | 5K |
| EXCHANGE TRADED CONCEPTS, LLC | 40 | 3K |
| Strategic Wealth Partners, Ltd. | 40 | 3K |
| FAS Wealth Partners, Inc. | 17 | 1K |
| Wealth Preservation Advisors, LLC | 15 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +27,917 | +285.7% | 37,687 |
| Sigma Planning Corp | +6,249 | +25.7% | 30,574 |
| NewEdge Advisors, LLC | +5,454 | +322.7% | 7,144 |
| GOLDMAN SACHS GROUP INC | +3,593 | +20.4% | 21,221 |
| PFG Investments, LLC | +2,304 | +21.5% | 13,012 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,032 | +7.9% | 27,604 |
| ENVESTNET ASSET MANAGEMENT INC | +2,032 | +51.0% | 6,013 |
| Rockefeller Capital Management L.P. | +1,769 | +106.4% | 3,431 |
| HighTower Advisors, LLC | +916 | +13.4% | 7,745 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, | +888 | +6.5% | 14,556 |
| Kestra Advisory Services, LLC | +815 | +5.3% | 16,281 |
| Advisory Services Network, LLC | +768 | +1.9% | 42,187 |
| Mariner, LLC | +613 | +4.1% | 15,639 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +501 | +363.0% | 639 |
| RAYMOND JAMES FINANCIAL INC | +482 | +2.2% | 22,535 |
| J.W. COLE ADVISORS, INC. | +218 | +5.1% | 4,468 |
| CWM, LLC | +216 | +1.5% | 14,605 |
| Rehmann Capital Advisory Group | +134 | +2.6% | 5,337 |
| Fiduciary Alliance LLC | +110 | +1.7% | 6,507 |
| Creative Planning | +65 | +1.6% | 4,158 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | -382,770 | -9.7% | 3,569,668 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -27,384 | -42.9% | 36,506 |
| BANK OF AMERICA CORP /DE | -15,807 | -5.3% | 281,811 |
| CITADEL ADVISORS LLC | -14,327 | -53.5% | 12,439 |
| United Advisor Group, LLC | -6,114 | -59.8% | 4,112 |
| Private Advisor Group, LLC | -5,430 | -39.7% | 8,237 |
| JPMORGAN CHASE & CO | -2,862 | -42.2% | 3,928 |
| Banque Transatlantique SA | -1,353 | -8.1% | 15,332 |
| LPL Financial LLC | -1,071 | -2.2% | 47,761 |
| Stonebridge Financial Planning Grou | -1,034 | -2.9% | 35,170 |
| ROYAL BANK OF CANADA | -1,020 | -5.6% | 17,345 |
| Cetera Investment Advisers | -643 | -5.3% | 11,411 |
| BRASADA CAPITAL MANAGEMENT, LP | -478 | -5.0% | 9,077 |
| Focus Partners Wealth | -471 | -10.4% | 4,038 |
| Stratos Wealth Advisors, LLC | -433 | -3.5% | 11,803 |
| Prime Capital Investment Advisors, | -414 | -5.4% | 7,304 |
| FMR LLC | -324 | -3.1% | 10,049 |
| RFG Advisory, LLC | -281 | -6.5% | 4,041 |
| Tower Research Capital LLC (TRC) | -261 | -93.5% | 18 |
| Cambridge Investment Research Advis | -214 | -5.1% | 4,017 |