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Institutional Holders of IETC
HolderAmountPosition Size
($ in 1000's)
 As of
Kozak & Associates Inc.619,129$38,995 12/31/2023
     IETC619,129$38,995 12/31/2023
Truist Financial Corp92,542$5,772 12/31/2023
     IETC92,542$5,772 12/31/2023
Raymond James & Associates56,633$4,010 03/31/2024
     IETC56,633$4,010 03/31/2024
Cambridge Investment Research Advisors Inc.56,006$3,965 03/31/2024
     IETC56,006$3,965 03/31/2024
JPMorgan Chase & Co.38,159$2,380 12/31/2023
     IETC38,159$2,380 12/31/2023
Sutton Place Investors LLC25,000$1,770 03/31/2024
     IETC25,000$1,770 03/31/2024
KM Capital Management Ltd.27,474$1,714 12/31/2023
     IETC27,474$1,714 12/31/2023
Flow Traders U.S. LLC24,698$1,540 12/31/2023
     IETC24,698$1,540 12/31/2023
Shira Ridge Wealth Management17,935$1,270 03/31/2024
     IETC17,935$1,270 03/31/2024
Advisor Group Holdings Inc.17,731$1,106 12/31/2023
     IETC17,731$1,106 12/31/2023
Advisors Capital Management LLC13,517$843 12/31/2023
     IETC13,517$843 12/31/2023
Ironwood Financial llc11,191$792 03/31/2024
     IETC11,191$792 03/31/2024
Atria Wealth Solutions Inc.12,560$783 12/31/2023
     IETC12,560$783 12/31/2023
Patriot Investment Management Inc.10,766$762 03/31/2024
     IETC10,766$762 03/31/2024
LPL Financial LLC11,538$720 12/31/2023
     IETC11,538$720 12/31/2023
Financial Perspectives Inc10,126$717 03/31/2024
     IETC10,126$717 03/31/2024
Pallas Capital Advisors LLC9,574$678 03/31/2024
     IETC9,574$678 03/31/2024
KCM Investment Advisors LLC9,636$601 12/31/2023
     IETC9,636$601 12/31/2023
Pathstone Holdings LLC9,450$589 12/31/2023
     IETC9,450$589 12/31/2023
Raymond James Financial Services Advisors Inc.7,163$507 03/31/2024
     IETC7,163$507 03/31/2024
Goldman Sachs Group Inc.8,083$504 12/31/2023
     IETC8,083$504 12/31/2023
Commonwealth Equity Services LLC7,541$470 12/31/2023
     IETC7,541$470 12/31/2023
Lansing Street Advisors7,099$443 12/31/2023
     IETC7,099$443 12/31/2023
Bay Harbor Wealth Management LLC5,847$414 03/31/2024
     IETC5,847$414 03/31/2024
Moloney Securities Asset Management LLC6,480$404 12/31/2023
     IETC6,480$404 12/31/2023
Advisors Preferred LLC5,133$314 12/31/2023
     IETC5,133$314 12/31/2023
Cerity Partners LLC4,927$307 12/31/2023
     IETC4,927$307 12/31/2023
Creative Planning4,683$292 12/31/2023
     IETC4,683$292 12/31/2023
Regal Investment Advisors LLC4,411$275 12/31/2023
     IETC4,411$275 12/31/2023
Royal Bank of Canada4,396$274 12/31/2023
     IETC4,396$274 12/31/2023
Morgan Stanley3,000$187 12/31/2023
     IETC3,000$187 12/31/2023
Allworth Financial LP1,600$113 03/31/2024
     IETC1,600$113 03/31/2024
Tower Research Capital LLC TRC 962$60 12/31/2023
     IETC962$60 12/31/2023
Richardson Capital Management LLC768$54 03/31/2024
     IETC768$54 03/31/2024
GWM Advisors LLC500$31 12/31/2023
     IETC500$31 12/31/2023
Farther Finance Advisors LLC420$26 12/31/2023
     IETC420$26 12/31/2023
Principal Securities Inc.29$2 12/31/2023
     IETC29$2 12/31/2023
ZRC Wealth Management LLC1$0 03/31/2024
     IETC1$0 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     IETC1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IETC0$0 12/31/2023

See All: Funds Holding IETC
See Details: Top 10 Hedge Funds Holding IETC
Also See: IETC Holdings Changes

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