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IUS — Performance
Institutional Holders of IUS
HolderAmountPosition Size
($ in 1000's)		 As of
LPL Financial LLC625,715$27,093 12/31/2023
     IUS625,715$27,093 12/31/2023
Merit Financial Group LLC508,228$22,006 12/31/2023
     IUS508,228$22,006 12/31/2023
Aveo Capital Partners LLC478,497$20,719 12/31/2023
     IUS478,497$20,719 12/31/2023
Raymond James Financial Services Advisors Inc.247,532$11,748 03/31/2024
     IUS247,532$11,748 03/31/2024
Advisor Group Holdings Inc.248,820$10,775 12/31/2023
     IUS248,820$10,775 12/31/2023
Zimmermann Investment Management & Planning LLC110,470$5,243 03/31/2024
     IUS110,470$5,243 03/31/2024
Kingsview Wealth Management LLC114,986$4,979 12/31/2023
     IUS114,986$4,979 12/31/2023
McIlrath & Eck LLC100,623$4,357 12/31/2023
     IUS100,623$4,357 12/31/2023
Signal Advisors Wealth LLC86,985$4,128 03/31/2024
     IUS86,985$4,128 03/31/2024
Foguth Wealth Management LLC.86,886$4,124 03/31/2024
     IUS86,886$4,124 03/31/2024
Eaton Financial Holdings Company LLC85,701$4,067 03/31/2024
     IUS85,701$4,067 03/31/2024
PFG Advisors82,267$3,562 12/31/2023
     IUS82,267$3,562 12/31/2023
Geneos Wealth Management Inc.76,775$3,324 12/31/2023
     IUS76,775$3,324 12/31/2023
Prosperity Wealth Management Inc.73,250$3,172 12/31/2023
     IUS73,250$3,172 12/31/2023
Kestra Advisory Services LLC64,713$2,802 12/31/2023
     IUS64,713$2,802 12/31/2023
Envestnet Asset Management Inc.46,906$2,031 12/31/2023
     IUS46,906$2,031 12/31/2023
Cambridge Investment Research Advisors Inc.39,174$1,859 03/31/2024
     IUS39,174$1,859 03/31/2024
MML Investors Services LLC42,498$1,840 12/31/2023
     IUS42,498$1,840 12/31/2023
RVW Wealth LLC28,786$1,366 03/31/2024
     IUS28,786$1,366 03/31/2024
CoreCap Advisors LLC29,571$1,280 12/31/2023
     IUS29,571$1,280 12/31/2023
Commonwealth Equity Services LLC27,712$1,200 12/31/2023
     IUS27,712$1,200 12/31/2023
Stratos Wealth Partners LTD.17,690$840 03/31/2024
     IUS17,690$840 03/31/2024
Bank of America Corp DE16,974$735 12/31/2023
     IUS16,974$735 12/31/2023
Goldman Sachs Group Inc.14,603$632 12/31/2023
     IUS14,603$632 12/31/2023
Equitable Holdings Inc.9,339$404 12/31/2023
     IUS9,339$404 12/31/2023
Wealth Enhancement Advisory Services LLC8,055$382 03/31/2024
     IUS8,055$382 03/31/2024
Fermata Advisors LLC7,697$365 03/31/2024
     IUS7,697$365 03/31/2024
Cetera Investment Advisers7,244$314 12/31/2023
     IUS7,244$314 12/31/2023
WMG Financial Advisors LLC5,260$228 12/31/2023
     IUS5,260$228 12/31/2023
Global Retirement Partners LLC4,550$216 03/31/2024
     IUS4,550$216 03/31/2024
Dynamic Advisor Solutions LLC4,534$215 03/31/2024
     IUS4,534$215 03/31/2024
Harbour Investments Inc.2,424$105 12/31/2023
     IUS2,424$105 12/31/2023
Centaurus Financial Inc.2,380$103 12/31/2023
     IUS2,380$103 12/31/2023
UBS Group AG1,202$52 12/31/2023
     IUS1,202$52 12/31/2023
Principal Securities Inc.984$43 12/31/2023
     IUS984$43 12/31/2023
Anchor Investment Management LLC940$41 12/31/2023
     IUS940$41 12/31/2023
JPMorgan Chase & Co.900$39 12/31/2023
     IUS900$39 12/31/2023
Wells Fargo & Company MN745$32 12/31/2023
     IUS745$32 12/31/2023
AdvisorNet Financial Inc335$16 03/31/2024
     IUS335$16 03/31/2024
Morgan Stanley323$14 12/31/2023
     IUS323$14 12/31/2023
Private Trust Co. NA123$6 03/31/2024
     IUS123$6 03/31/2024
FMR LLC121$5 12/31/2023
     IUS121$5 12/31/2023
Citigroup Inc.120$5 12/31/2023
     IUS120$5 12/31/2023

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

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