IYZ — Institutional owners (13F)
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Focus Partners Wealth | $124,035,769 | 2,931,595 | 12.49% | Shares |
| BANK OF AMERICA CORP /DE/ | $94,776,135 | 2,240,041 | 9.54% | Shares |
| LPL Financial LLC | $85,999,029 | 2,032,593 | 8.66% | Shares |
| MORGAN STANLEY | $81,189,039 | 1,918,907 | 8.18% | Shares |
| WELLS FARGO & COMPANY/MN | $49,414,578 | 1,167,917 | 4.98% | Shares |
| MML INVESTORS SERVICES, LLC | $40,741,733 | 962,934 | 4.10% | Shares |
| RAYMOND JAMES FINANCIAL INC | $21,665,312 | 512,061 | 2.18% | Shares |
| MinichMacGregor Wealth Management, LLC | $21,013,938 | 496,666 | 2.12% | Shares |
| CITIGROUP INC | $20,372,900 | 481,515 | 2.05% | Shares |
| Advisory Services Network, LLC | $20,337,409 | 480,676 | 2.05% | Shares |
| OSAIC HOLDINGS, INC. | $16,828,871 | 397,755 | 1.69% | Shares |
| ROYAL BANK OF CANADA | $16,276,000 | 384,670 | 1.64% | Shares |
| Zurich Insurance Group Ltd/FI | $15,489,268 | 366,090 | 1.56% | Shares |
| Camarda Financial Advisors, LLC | $14,492,064 | 342,521 | 1.46% | Shares |
| Equitable Holdings, Inc. | $13,842,120 | 327,160 | 1.39% | Shares |
| Prospera Financial Services Inc | $13,778,405 | 325,656 | 1.39% | Shares |
| GOLDMAN SACHS GROUP INC | $13,705,140 | 323,922 | 1.38% | Shares |
| UBS Group AG | $10,571,196 | 249,851 | 1.06% | Shares |
| Three Seasons Wealth, LLC | $10,546,318 | 249,263 | 1.06% | Shares |
| Orion Porfolio Solutions, LLC | $10,506,462 | 248,321 | 1.06% | Shares |
| Orion Portfolio Solutions, LLC | $9,392,111 | 342,903 | 0.95% | Shares |
| Moloney Securities Asset Management, LLC | $9,288,110 | 287,914 | 0.94% | Shares |
| Well Done, LLC | $9,017,785 | 213,136 | 0.91% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $8,776,659 | 207,437 | 0.88% | Shares |
| ADVISORTRUST PARTNERS, LLC | $8,524,915 | 201,487 | 0.86% | Shares |
| Summit Financial Consulting LLC | $7,728,683 | 182,668 | 0.78% | Shares |
| ALTFEST L J & CO INC | $7,606,307 | 179,776 | 0.77% | Shares |
| Trek Financial, LLC | $7,479,012 | 176,767 | 0.75% | Shares |
| D. E. Shaw & Co., Inc. | $7,477,304 | 176,664 | 0.75% | Shares |
| Sharp Wealth Advisory, LLC | $7,246,941 | 171,282 | 0.73% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6,917,685 | 163,500 | 0.70% | Shares |
| Measured Wealth Private Client Group, LLC | $6,830,526 | 161,440 | 0.69% | Shares |
| Cadent Capital Advisors, LLC | $6,504,853 | 153,743 | 0.66% | Shares |
| IMC-Chicago, LLC | $6,262,811 | 148,022 | 0.63% | Shares |
| STIFEL FINANCIAL CORP | $6,243,359 | 147,562 | 0.63% | Shares |
| CoreCap Advisors, LLC | $6,176,368 | 145,979 | 0.62% | Shares |
| JANE STREET GROUP, LLC | $5,902,245 | 139,500 | 0.59% | Put option |
| Cetera Investment Advisers | $5,600,429 | 132,366 | 0.56% | Shares |
| Baker Avenue Asset Management, LP | $5,389,907 | 127,391 | 0.54% | Shares |
| Tower Research Capital LLC (TRC) | $5,004,554 | 118,283 | 0.50% | Shares |
| VestGen Advisors, LLC | $4,670,605 | 110,390 | 0.47% | Shares |
| EWG Elevate Inc. | $4,611,978 | 142,963 | 0.46% | Shares |
| CITADEL ADVISORS LLC | $4,573,711 | 108,100 | 0.46% | Call option |
| Integrated Advisors Network LLC | $3,759,921 | 88,866 | 0.38% | Shares |
| PGIM Custom Harvest LLC | $3,700,602 | 87,464 | 0.37% | Shares |
| Steward Partners Investment Advisory, LLC | $3,630,435 | 85,806 | 0.37% | Shares |
| TRUIST FINANCIAL CORP | $3,630,051 | 85,797 | 0.37% | Shares |
| JPMORGAN CHASE & CO | $3,337,547 | 78,586 | 0.34% | Shares |
| JANE STREET GROUP, LLC | $3,295,822 | 77,897 | 0.33% | Shares |
| Merit Financial Group, LLC | $3,279,617 | 77,514 | 0.33% | Shares |
| CROBAN | $3,208,902 | 75,844 | 0.32% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $3,188,408 | 75,358 | 0.32% | Shares |
| Destination Wealth Management | $2,950,298 | 69,731 | 0.30% | Shares |
| JANE STREET GROUP, LLC | $2,927,852 | 69,200 | 0.29% | Call option |
| Quadrature Capital Ltd | $2,812,726 | 66,479 | 0.28% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,788,229 | 65,900 | 0.28% | Call option |
| Empowered Funds, LLC | $2,764,789 | 65,346 | 0.28% | Shares |
| USA Financial Portformulas Corp | $2,741,968 | 80,884 | 0.28% | Shares |
| Financial Management Professionals, Inc. | $2,458,423 | 58,105 | 0.25% | Shares |
| Sanctuary Advisors, LLC | $2,374,214 | 56,115 | 0.24% | Shares |
| Concurrent Investment Advisors, LLC | $2,212,586 | 52,295 | 0.22% | Shares |
| AMERIPRISE FINANCIAL INC | $2,125,696 | 50,241 | 0.21% | Shares |
| Wealthstar Advisors, LLC | $2,085,134 | 49,282 | 0.21% | Shares |
| GTS SECURITIES LLC | $2,041,331 | 48,247 | 0.21% | Shares |
| Avior Wealth Management, LLC | $2,039,021 | 48,192 | 0.21% | Shares |
| Wagner Wealth Management, Corp | $2,009,598 | 47,497 | 0.20% | Shares |
| BANK OF MONTREAL /CAN/ | $1,805,622 | 42,676 | 0.18% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,796,407 | 42,458 | 0.18% | Shares |
| ST GERMAIN D J CO INC | $1,778,078 | 42,025 | 0.18% | Shares |
| HighTower Advisors, LLC | $1,710,134 | 40,419 | 0.17% | Shares |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $1,699,593 | 40,170 | 0.17% | Shares |
| IFG Advisory, LLC | $1,686,354 | 39,857 | 0.17% | Shares |
| Providence First Trust Co | $1,599,530 | 37,805 | 0.16% | Shares |
| Rockefeller Capital Management L.P. | $1,590,063 | 37,581 | 0.16% | Shares |
| NBT BANK, N.A. | $1,577,486 | 37,284 | 0.16% | Shares |
| Corient Private Wealth LP | $1,503,318 | 35,531 | 0.15% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,403,592 | 33,174 | 0.14% | Shares |
| WESPAC Advisors, LLC | $1,396,526 | 33,007 | 0.14% | Shares |
| Yeomans Consulting Group, Inc. | $1,344,813 | 39,670 | 0.14% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $1,324,599 | 31,307 | 0.13% | Shares |
| SHP Wealth Management | $1,318,743 | 31,169 | 0.13% | Shares |
| DAVENPORT & Co LLC | $1,294,728 | 30,601 | 0.13% | Shares |
| Lakeshore Capital Group, Inc. | $1,291,587 | 30,527 | 0.13% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,286,224 | 30,400 | 0.13% | Put option |
| Outlook Wealth Advisors, LLC | $1,262,668 | 29,843 | 0.13% | Shares |
| HARMONY ASSET MANAGEMENT LLC | $1,204,161 | 28,460 | 0.12% | Shares |
| Fiduciary Alliance LLC | $1,185,018 | 28,008 | 0.12% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $1,181,231 | 28,650 | 0.12% | Shares |
| GeoWealth Management, LLC | $1,169,745 | 27,647 | 0.12% | Shares |
| Kesler, Norman & Wride, LLC | $1,133,150 | 26,782 | 0.11% | Shares |
| Private Advisor Group, LLC | $1,119,824 | 26,467 | 0.11% | Shares |
| Koshinski Asset Management, Inc. | $1,098,758 | 25,969 | 0.11% | Shares |
| Retirement Planning Group, LLC | $1,093,629 | 25,848 | 0.11% | Shares |
| Ausdal Financial Partners, Inc. | $1,065,704 | 25,188 | 0.11% | Shares |
| Balboa Wealth Partners | $1,064,773 | 25,166 | 0.11% | Shares |
| Brendel Financial Advisors LLC | $1,047,935 | 24,768 | 0.11% | Shares |
| Rothschild Wealth LLC | $998,415 | 23,598 | 0.10% | Shares |
| MUIRFIELD WEALTH ADVISORS LLC | $927,351 | 21,918 | 0.09% | Shares |
| Integrated Wealth Concepts LLC | $919,782 | 21,739 | 0.09% | Shares |
| Alpha Cubed Investments, LLC | $908,418 | 26,797 | 0.09% | Shares |
| HARBOUR INVESTMENTS, INC. | $859,782 | 20,321 | 0.09% | Shares |
| Atria Investments, Inc | $858,131 | 20,282 | 0.09% | Shares |
| Baird Financial Group, Inc. | $858,089 | 20,281 | 0.09% | Shares |
| Buck Wealth Strategies, LLC | $834,323 | 19,719 | 0.08% | Shares |
| Pathstone Holdings, LLC | $829,741 | 19,611 | 0.08% | Shares |
| XTX Topco Ltd | $829,657 | 19,609 | 0.08% | Shares |
| Astoria Portfolio Advisors LLC. | $828,853 | 19,590 | 0.08% | Shares |
| Nikulski Financial, Inc. | $796,837 | 18,833 | 0.08% | Shares |
| TUDOR INVESTMENT CORP ET AL | $784,131 | 18,533 | 0.08% | Shares |
| APS Management Group, Inc. | $778,842 | 18,408 | 0.08% | Shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $665,409 | 15,727 | 0.07% | Shares |
| FIFTH THIRD BANCORP | $660,141 | 15,602 | 0.07% | Shares |
| MONEY CONCEPTS CAPITAL CORP | $647,639 | 15,307 | 0.07% | Shares |
| Clear Creek Financial Management, LLC | $647,639 | 15,307 | 0.07% | Shares |
| KKM Financial LLC | $633,931 | 14,983 | 0.06% | Shares |
| Snowden Capital Advisors LLC | $611,380 | 14,450 | 0.06% | Shares |
| Stratos Investment Management, LLC | $584,811 | 13,822 | 0.06% | Shares |
| SIMPLEX TRADING, LLC | $579,477 | 13,696 | 0.06% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $562,990 | 13,306 | 0.06% | Shares |
| Foundations Investment Advisors, LLC | $546,434 | 12,915 | 0.06% | Shares |
| Beacon Pointe Advisors, LLC | $532,287 | 12,581 | 0.05% | Shares |
| Wakefield Asset Management LLLP | $524,179 | 12,389 | 0.05% | Shares |
| J.W. COLE ADVISORS, INC. | $521,303 | 12,321 | 0.05% | Shares |
| Kovack Advisors, Inc. | $515,896 | 12,342 | 0.05% | Shares |
| Midwest Trust Co | $493,800 | 11,671 | 0.05% | Shares |
| COMMERCE BANK | $444,339 | 10,502 | 0.04% | Shares |
| Capital Investment Advisors, LLC | $433,586 | 10,248 | 0.04% | Shares |
| Family Firm, Inc. | $430,048 | 14,441 | 0.04% | Shares |
| Sunbelt Securities, Inc. | $429,128 | 10,914 | 0.04% | Shares |
| Strengthening Families & Communities, LLC | $428,937 | 10,138 | 0.04% | Shares |
| Greenspring Advisors, LLC | $421,450 | 9,961 | 0.04% | Shares |
| Quantinno Capital Management LP | $386,290 | 9,130 | 0.04% | Shares |
| BLAIR WILLIAM & CO/IL | $371,407 | 8,778 | 0.04% | Shares |
| Arkadios Wealth Advisors | $364,048 | 8,604 | 0.04% | Shares |
| Hexagon Capital Partners LLC | $363,866 | 8,600 | 0.04% | Shares |
| Mezzasalma Advisors, LLC | $362,049 | 8,557 | 0.04% | Shares |
| CHICAGO TRUST Co NA | $360,227 | 8,514 | 0.04% | Shares |
| Williams & Novak, LLC | $353,923 | 8,365 | 0.04% | Shares |
| Narus Financial Partners, LLC | $337,507 | 7,977 | 0.03% | Shares |
| Vigil Wealth Management, LLC | $324,433 | 7,668 | 0.03% | Shares |
| MGB Wealth Management, LLC | $313,594 | 9,235 | 0.03% | Shares |
| Farther Finance Advisors, LLC | $310,442 | 7,336 | 0.03% | Shares |
| Envestnet Portfolio Solutions, Inc. | $287,496 | 6,795 | 0.03% | Shares |
| Advanced Asset Management Advisors Inc | $282,927 | 6,687 | 0.03% | Shares |
| Belpointe Asset Management LLC | $275,556 | 6,512 | 0.03% | Shares |
| Concord Wealth Partners | $266,299 | 6,294 | 0.03% | Shares |
| WealthCare Asset Management, LLC | $264,158 | 6,244 | 0.03% | Shares |
| Concord Asset Management, LLC/VA | $262,787 | 6,211 | 0.03% | Shares |
| BRIGHTON JONES LLC | $262,661 | 6,208 | 0.03% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $260,524 | 6,157 | 0.03% | Shares |
| BENJAMIN EDWARDS INC | $257,485 | 6,086 | 0.03% | Shares |
| FOCUSED ALPHA, LLC | $255,891 | 6,048 | 0.03% | Shares |
| Freestone Capital Holdings, LLC | $252,421 | 5,966 | 0.03% | Shares |
| Alpine Global Management, LLC | $251,956 | 5,955 | 0.03% | Shares |
| PACIFIC FINANCIAL GROUP INC | $231,859 | 5,480 | 0.02% | Shares |
| True Freedom Investing, LLC | $228,594 | 5,814 | 0.02% | Shares |
| Mutual Advisors, LLC | $227,722 | 5,382 | 0.02% | Shares |
| Apollon Wealth Management, LLC | $222,043 | 5,248 | 0.02% | Shares |
| JOHNSON INVESTMENT COUNSEL INC | $220,520 | 5,212 | 0.02% | Shares |
| Y-Intercept (Hong Kong) Ltd | $211,635 | 5,002 | 0.02% | Shares |
| COMERICA BANK | $205,976 | 6,076 | 0.02% | Shares |
| FMR LLC | $191,557 | 4,527 | 0.02% | Shares |
| SILVER OAK SECURITIES, INCORPORATED | $177,448 | 4,194 | 0.02% | Shares |
| Arax Advisory Partners | $169,241 | 4,000 | 0.02% | Shares |
| CWM, LLC | $128,970 | 3,280 | 0.01% | Shares |
| Global Retirement Partners, LLC | $128,199 | 3,030 | 0.01% | Shares |
| Federation des caisses Desjardins du Quebec | $124,180 | 2,935 | 0.01% | Shares |
| Global Trust Asset Management, LLC | $104,506 | 2,470 | 0.01% | Shares |
| FARMERS & MERCHANTS INVESTMENTS INC | $90,628 | 2,142 | 0.01% | Shares |
| Strategic Wealth Partners, Ltd. | $71,927 | 1,700 | 0.01% | Shares |
| AlphaCore Capital LLC | $71,849 | 1,698 | 0.01% | Shares |
| BlackRock, Inc. | $70,742 | 1,672 | 0.01% | Shares |
| Capital Advisor Network LLC | $62,830 | 1,485 | 0.01% | Shares |
| FSA Wealth Management LLC | $47,245 | 1,465 | 0.00% | Shares |
| Fourth Dimension Wealth, LLC | $42,056 | 994 | 0.00% | Shares |
| Gen-Wealth Partners Inc | $35,673 | 843 | 0.00% | Shares |
| Smartleaf Asset Management LLC | $28,030 | 660 | 0.00% | Shares |
| PRIVATE TRUST CO NA | $26,740 | 632 | 0.00% | Shares |
| Curat Global, LLC | $22,255 | 526 | 0.00% | Shares |
| PNC Financial Services Group, Inc. | $21,156 | 500 | 0.00% | Shares |
| AE Wealth Management LLC | $21,155 | 500 | 0.00% | Shares |
| Migdal Insurance & Financial Holdings Ltd. | $20,943 | 495 | 0.00% | Shares |
| Godfrey Financial Associates, Inc. | $17,982 | 425 | 0.00% | Shares |
| First Pacific Financial | $17,644 | 417 | 0.00% | Shares |
| TUCKER ASSET MANAGEMENT LLC | $14,258 | 337 | 0.00% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $12,693 | 300 | 0.00% | Shares |
| OAKWORTH CAPITAL, INC. | $12,693 | 300 | 0.00% | Shares |
| Moisand Fitzgerald Tamayo, LLC | $12,693 | 300 | 0.00% | Shares |
| MTM Investment Management, LLC | $11,424 | 270 | 0.00% | Shares |
| SOUTH PLAINS FINANCIAL, INC. | $9,096 | 215 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $9,035 | 213,550 | 0.00% | Shares |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $6,346 | 150 | 0.00% | Shares |
| HUNTINGTON NATIONAL BANK | $5,374 | 127 | 0.00% | Shares |
| Princeton Global Asset Management LLC | $5,289 | 125 | 0.00% | Shares |
| CIBC Private Wealth Group LLC | $4,936 | 153 | 0.00% | Shares |
| ASSETMARK, INC | $4,866 | 115 | 0.00% | Shares |
| Rossby Financial, LCC | $4,400 | 104 | 0.00% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3,932 | 100 | 0.00% | Shares |
| Corsicana & Co. | $3,850 | 91 | 0.00% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,804 | 91 | 0.00% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3,723 | 88 | 0.00% | Shares |
| Capital Investment Advisory Services, LLC | $3,385 | 80 | 0.00% | Shares |
| EVERMAY WEALTH MANAGEMENT LLC | $3,131 | 74 | 0.00% | Shares |
| Nalls Sherbakoff Group, LLC | $2,539 | 60 | 0.00% | Shares |
| TD Waterhouse Canada Inc. | $2,496 | 59 | 0.00% | Shares |
| CENTAURUS FINANCIAL, INC. | $2,349 | 55,525 | 0.00% | Shares |
| Fortis Group Advisors, LLC | $1,903 | 45 | 0.00% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $1,721 | 41 | 0.00% | Shares |
| WHITTIER TRUST CO | $1,526 | 37 | 0.00% | Shares |
| Mountain Hill Investment Partners Corp. | $1,406 | 33 | 0.00% | Shares |
| Key Capital Management, INC | $1,396 | 33 | 0.00% | Shares |
| Insight Inv LLC | $1,227 | 29 | 0.00% | Shares |
| Tidemark, LLC | $1,100 | 26 | 0.00% | Shares |
| Silver Grove Financial Group, Inc. | $1,015 | 24 | 0.00% | Shares |
| IFP Advisors, Inc | $973 | 23 | 0.00% | Shares |
| Allspring Global Investments Holdings, LLC | $932 | 23 | 0.00% | Shares |
| Institute for Wealth Management, LLC. | $734 | 17 | 0.00% | Shares |
| Ritter Daniher Financial Advisory LLC / DE | $720 | 17 | 0.00% | Shares |
| HRT FINANCIAL LP | $593 | 14,031 | 0.00% | Shares |
| FLOW TRADERS U.S. LLC | $423 | 9,993 | 0.00% | Shares |
| CX Institutional | $112 | 2,713 | 0.00% | Shares |
| Triumph Capital Management | $85 | 2 | 0.00% | Shares |
| Farmers & Merchants Trust Co of Chambersburg PA | $6 | 150 | 0.00% | Shares |