Ticker: IYK CUSIP: 464287812 Class: US CONSM STAPLES
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| LITTLEJOHN FINANCIAL SERVICES, INC. | 40,601 | $2,717 |
| Aspen Wealth Strategies, LLC | 48,428 | $3,241 |
| Commonwealth Retirement Investments LLC | 10,625 | $711 |
| Leo Wealth, LLC | 32,014 | $2,142 |
| BCS Wealth Management | 18,000 | $1,205 |
| Virtue Capital Management, LLC | 12,423 | $829 |
| Key Client Fiduciary Advisors, LLC | 4,338 | $290 |
| BOSTON RESEARCH & MANAGEMENT INC | 10,500 | $1 |
| Welch Group, LLC | 11,467 | $767 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 831 | $56 |
| FOUNDERS FINANCIAL SECURITIES LLC | 4,945 | $331 |
| Mawer Investment Management Ltd. | 16,980 | $1,136 |
| Litman Gregory Wealth Management LLC | 1,809 | $121 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6,446 | $431 |
| Basepoint Wealth LLC | 280 | $19 |
| Cassaday & Co Wealth Management LLC | 3,553 | $238 |
| Qube Research & Technologies Ltd | 19,579 | $1,310 |
| EVOKE WEALTH, LLC | 3,126 | $209 |
| Sound Income Strategies, LLC | 1,497 | $104 |
| Ransom Advisory, Ltd | 300 | $20 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WealthSpring Partners, LLC | 60,785 | 97,204 | +36,419 (+59.9%) |
| AssuredPartners Investment Advisors, LLC | 6,264 | 30,305 | +24,041 (+383.8%) |
| Comprehensive Wealth Management, LLC | 15,956 | 18,179 | +2,223 (+13.9%) |
| Steward Partners Investment Advisory, LLC | 485,657 | 538,120 | +52,463 (+10.8%) |
| Nova Wealth Management, Inc. | 883 | 1,821 | +938 (+106.2%) |
| MONEY CONCEPTS CAPITAL CORP | 30,010 | 34,855 | +4,845 (+16.1%) |
| PARTNERS WEALTH MANAGEMENT, LLC | 8,307 | 8,457 | +150 (+1.8%) |
| Signal Advisors Wealth, LLC | 5,035 | 8,234 | +3,199 (+63.5%) |
| Tower Research Capital LLC (TRC) | 7 | 7,235 | +7,228 (+103257.1%) |
| Ameritas Advisory Services, LLC | 584 | 4,645 | +4,061 (+695.4%) |
| RAYMOND JAMES FINANCIAL INC | 134,010 | 294,001 | +159,991 (+119.4%) |
| LIBERTY WEALTH MANAGEMENT LLC | 10,211 | 11,524 | +1,313 (+12.9%) |
| CITADEL ADVISORS LLC | 27,429 | 267,854 | +240,425 (+876.5%) |
| Arkadios Wealth Advisors | 3,749 | 10,138 | +6,389 (+170.4%) |
| MGO ONE SEVEN LLC | 92,897 | 97,429 | +4,532 (+4.9%) |
| GARRISON POINT ADVISORS, LLC | 4,509 | 4,878 | +369 (+8.2%) |
| Sanctuary Advisors, LLC | 12,424 | 24,732 | +12,308 (+99.1%) |
| LPL Financial LLC | 863,163 | 945,393 | +82,230 (+9.5%) |
| Mutual Advisors, LLC | 10,479 | 13,605 | +3,126 (+29.8%) |
| MORGAN STANLEY | 615,089 | 669,862 | +54,773 (+8.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PGIM Custom Harvest LLC | 1,576,820 | 347,875 | -1,228,945 (-77.9%) |
| SFI Advisors, LLC | 61,668 | 45,732 | -15,936 (-25.8%) |
| FLP Wealth Management, LLC | 5,309 | 1,004 | -4,305 (-81.1%) |
| Wall Street Financial Group, Inc. | 22,348 | 20,772 | -1,576 (-7.1%) |
| WealthCare Investment Partners, LLC | 37,610 | 33,919 | -3,691 (-9.8%) |
| Adams Wealth Management | 24,596 | 16,279 | -8,317 (-33.8%) |
| CacheTech Inc. | 24,596 | 16,279 | -8,317 (-33.8%) |
| First Citizens Financial Corp | 39,595 | 38,666 | -929 (-2.3%) |
| PENOBSCOT WEALTH MANAGEMENT | 39,419 | 38,559 | -860 (-2.2%) |
| Novak & Powell Financial Services, Inc. | 4,932 | 3,401 | -1,531 (-31.0%) |
| Stonebridge Financial Planning Group, LLC | 17,303 | 16,104 | -1,199 (-6.9%) |
| CAPTRUST FINANCIAL ADVISORS | 176,748 | 13,041 | -163,707 (-92.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 260,660 | 42,074 | -218,586 (-83.9%) |
| GPS Wealth Strategies Group, LLC | 3,048 | 215 | -2,833 (-92.9%) |
| Accel Wealth Management | 8,687 | 7,256 | -1,431 (-16.5%) |
| MONECO Advisors, LLC | 19,856 | 15,740 | -4,116 (-20.7%) |
| AMERIPRISE FINANCIAL INC | 557,565 | 162,097 | -395,468 (-70.9%) |
| RETIREMENT PLANNING GROUP, LLC / NY | 6,692 | 6,419 | -273 (-4.1%) |
| B. Riley Wealth Advisors, Inc. | 26,025 | 21,722 | -4,303 (-16.5%) |
| BNP PARIBAS ARBITRAGE, SA | 249,432 | 99,504 | -149,928 (-60.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Wealthstar Advisors, LLC | 25,940 | $1,774 |
| DEEPWATER ASSET MANAGEMENT, LLC | 26,139 | $1,788 |
| Matthew Goff Investment Advisor, LLC | 26,135 | $1,787 |
| Nikulski Financial, Inc. | 15,993 | $1,094 |
| KKM Financial LLC | 10,682 | $731 |
| JIM SAULNIER & ASSOCIATES, LLC | 3,798 | $260 |
| Cercano Management LLC | 25,446 | $1,740 |
| TSA Wealth Managment LLC | 3,120 | $213 |
| OPPENHEIMER & CO INC | 47,669 | $3,260 |
| Advisors Capital Management, LLC | 50,219 | $3,435 |
| Quadrature Capital Ltd | 48,449 | $3,314 |
| Vertex Planning Partners, LLC | 3,282 | $224 |
| Affiance Financial, LLC | 3,675 | $251 |
| Millstone Evans Group, LLC | 1,105 | $76 |
| American Trust | 3,112 | $213 |
| Kovitz Investment Group Partners, LLC | 20,578 | $1,407 |
| Financial Life Planners | 358 | $24 |
| RFG Advisory, LLC | 3,947 | $270 |
| GRIMES & COMPANY, INC. | 3,330 | $228 |
| Valmark Advisers, Inc. | 3,997 | $273 |