Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 625,715 | $27,093 | 12/31/2023 |
IUS | 625,715 | $27,093 | 12/31/2023 |
Merit Financial Group LLC | 508,228 | $22,006 | 12/31/2023 |
IUS | 508,228 | $22,006 | 12/31/2023 |
Aveo Capital Partners LLC | 478,497 | $20,719 | 12/31/2023 |
IUS | 478,497 | $20,719 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 247,532 | $11,748 | 03/31/2024 |
IUS | 247,532 | $11,748 | 03/31/2024 |
Advisor Group Holdings Inc. | 248,820 | $10,775 | 12/31/2023 |
IUS | 248,820 | $10,775 | 12/31/2023 |
Zimmermann Investment Management & Planning LLC | 110,470 | $5,243 | 03/31/2024 |
IUS | 110,470 | $5,243 | 03/31/2024 |
Kingsview Wealth Management LLC | 114,986 | $4,979 | 12/31/2023 |
IUS | 114,986 | $4,979 | 12/31/2023 |
McIlrath & Eck LLC | 100,623 | $4,357 | 12/31/2023 |
IUS | 100,623 | $4,357 | 12/31/2023 |
Signal Advisors Wealth LLC | 86,985 | $4,128 | 03/31/2024 |
IUS | 86,985 | $4,128 | 03/31/2024 |
Foguth Wealth Management LLC. | 86,886 | $4,124 | 03/31/2024 |
IUS | 86,886 | $4,124 | 03/31/2024 |
Eaton Financial Holdings Company LLC | 85,701 | $4,067 | 03/31/2024 |
IUS | 85,701 | $4,067 | 03/31/2024 |
PFG Advisors | 82,267 | $3,562 | 12/31/2023 |
IUS | 82,267 | $3,562 | 12/31/2023 |
Geneos Wealth Management Inc. | 76,775 | $3,324 | 12/31/2023 |
IUS | 76,775 | $3,324 | 12/31/2023 |
Prosperity Wealth Management Inc. | 73,250 | $3,172 | 12/31/2023 |
IUS | 73,250 | $3,172 | 12/31/2023 |
Kestra Advisory Services LLC | 64,713 | $2,802 | 12/31/2023 |
IUS | 64,713 | $2,802 | 12/31/2023 |
Envestnet Asset Management Inc. | 46,906 | $2,031 | 12/31/2023 |
IUS | 46,906 | $2,031 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 39,174 | $1,859 | 03/31/2024 |
IUS | 39,174 | $1,859 | 03/31/2024 |
MML Investors Services LLC | 42,498 | $1,840 | 12/31/2023 |
IUS | 42,498 | $1,840 | 12/31/2023 |
RVW Wealth LLC | 28,786 | $1,366 | 03/31/2024 |
IUS | 28,786 | $1,366 | 03/31/2024 |
CoreCap Advisors LLC | 29,571 | $1,280 | 12/31/2023 |
IUS | 29,571 | $1,280 | 12/31/2023 |
Commonwealth Equity Services LLC | 27,712 | $1,200 | 12/31/2023 |
IUS | 27,712 | $1,200 | 12/31/2023 |
Stratos Wealth Partners LTD. | 17,690 | $840 | 03/31/2024 |
IUS | 17,690 | $840 | 03/31/2024 |
Bank of America Corp DE | 16,974 | $735 | 12/31/2023 |
IUS | 16,974 | $735 | 12/31/2023 |
Goldman Sachs Group Inc. | 14,603 | $632 | 12/31/2023 |
IUS | 14,603 | $632 | 12/31/2023 |
Equitable Holdings Inc. | 9,339 | $404 | 12/31/2023 |
IUS | 9,339 | $404 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 8,055 | $382 | 03/31/2024 |
IUS | 8,055 | $382 | 03/31/2024 |
Fermata Advisors LLC | 7,697 | $365 | 03/31/2024 |
IUS | 7,697 | $365 | 03/31/2024 |
Cetera Investment Advisers | 7,244 | $314 | 12/31/2023 |
IUS | 7,244 | $314 | 12/31/2023 |
WMG Financial Advisors LLC | 5,260 | $228 | 12/31/2023 |
IUS | 5,260 | $228 | 12/31/2023 |
Global Retirement Partners LLC | 4,550 | $216 | 03/31/2024 |
IUS | 4,550 | $216 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 4,534 | $215 | 03/31/2024 |
IUS | 4,534 | $215 | 03/31/2024 |
Harbour Investments Inc. | 2,424 | $105 | 12/31/2023 |
IUS | 2,424 | $105 | 12/31/2023 |
Centaurus Financial Inc. | 2,380 | $103 | 12/31/2023 |
IUS | 2,380 | $103 | 12/31/2023 |
UBS Group AG | 1,202 | $52 | 12/31/2023 |
IUS | 1,202 | $52 | 12/31/2023 |
Principal Securities Inc. | 984 | $43 | 12/31/2023 |
IUS | 984 | $43 | 12/31/2023 |
Anchor Investment Management LLC | 940 | $41 | 12/31/2023 |
IUS | 940 | $41 | 12/31/2023 |
JPMorgan Chase & Co. | 900 | $39 | 12/31/2023 |
IUS | 900 | $39 | 12/31/2023 |
Wells Fargo & Company MN | 745 | $32 | 12/31/2023 |
IUS | 745 | $32 | 12/31/2023 |
AdvisorNet Financial Inc | 335 | $16 | 03/31/2024 |
IUS | 335 | $16 | 03/31/2024 |
Morgan Stanley | 323 | $14 | 12/31/2023 |
IUS | 323 | $14 | 12/31/2023 |
Private Trust Co. NA | 123 | $6 | 03/31/2024 |
IUS | 123 | $6 | 03/31/2024 |
FMR LLC | 121 | $5 | 12/31/2023 |
IUS | 121 | $5 | 12/31/2023 |
Citigroup Inc. | 120 | $5 | 12/31/2023 |
IUS | 120 | $5 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 47 | $2 | 03/31/2024 |
IUS | 47 | $2 | 03/31/2024 |
See All: Funds Holding IUS
See Details: Top 10 Hedge Funds Holding IUS
Also See: IUS Holdings Changes
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