α
AlphaSMO
/
→
Who Owns IUSG? 863 Institutional Investors | AlphaSMO
Who Owns IUSG? 863 Institutional Investors
863 institutions currently hold IUSG, ranked below by position value.
View full stock page for IUSG
Key Holders
Total Value
Avg Weight
Clearstead Advisors, LLC
$5.7M
0.05%
Rooted Wealth Advisors, Inc.
$5.7M
1.50%
Cornerstone Advisory, LLC
$5.6M
0.53%
HRT FINANCIAL LP
$5.6M
0.01%
First Heartland Consultants, Inc.
$5.5M
0.42%
Endowment Wealth Management, Inc.
$5.4M
2.41%
GREAT VALLEY ADVISOR GROUP, INC.
$5.4M
0.10%
COLDSTREAM CAPITAL MANAGEMENT INC
$5.4M
0.07%
Lido Advisors, LLC
$5.4M
0.02%
DEUTSCHE BANK AG\
$5.3M
0.00%
D.A. DAVIDSON & CO.
$5.3M
0.03%
BANK OF MONTREAL /CAN/
$5.2M
0.00%
1900 WEALTH MANAGEMENT LLC
$5.1M
0.33%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$5.1M
0.00%
OpenArc Corporate Advisory, LLC
$5.0M
0.07%
MCDONALD PARTNERS LLC
$5.0M
1.17%
Vestmark Advisory Solutions, Inc.
$5.0M
0.06%
ELEVATION POINT WEALTH PARTNERS, LLC
$5.0M
0.12%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
$4.8M
0.65%
Windward Private Wealth Management Inc.
$4.7M
1.64%
Essex Financial Services, Inc.
$4.7M
0.27%
AQR CAPITAL MANAGEMENT LLC
$4.7M
0.00%
Cornell Pochily Investment Advisors, Inc.
$4.7M
1.37%
Garde Capital, Inc.
$4.7M
0.28%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
$4.6M
0.02%
Quantinno Capital Management LP
$4.4M
0.01%
Stonebridge Financial Planning Group, LLC
$4.4M
1.62%
WealthShield Partners, LLC
$4.4M
0.49%
M&T Bank Corp
$4.3M
0.01%
Flagship Private Wealth, LLC
$4.3M
1.76%
Neumann Capital Management, LLC
$4.3M
1.27%
ASPIRIANT, LLC
$4.3M
0.12%
Thrivent Financial for Lutherans
$4.3M
0.01%
Greenline Partners, LLC
$4.3M
0.46%
US BANCORP \DE\
$4.2M
0.01%
JMG Financial Group, Ltd.
$4.1M
0.11%
Columbus Macro, LLC
$4.1M
0.44%
Midwest Trust Co
$4.0M
0.05%
INDEPENDENT FINANCIAL GROUP, LLC
$3.9M
0.09%
Omega Financial Group, LLC
$3.9M
1.26%
HB Wealth Management, LLC
$3.8M
0.02%
MERCER GLOBAL ADVISORS INC /ADV
$3.8M
0.01%
Golden State Wealth Management, LLC
$3.6M
0.39%
Stokes Family Office, LLC
$3.6M
0.37%
Valpey Financial Services, LLC
$3.6M
2.33%
TD Waterhouse Canada Inc.
$3.6M
0.01%
Americana Partners, LLC
$3.6M
0.09%
TRANSCEND CAPITAL ADVISORS, LLC
$3.6M
0.28%
CENTRAL TRUST Co
$3.5M
0.07%
William Howard & Co Financial Advisors Inc
$3.5M
3.02%
Steward Partners Investment Advisory, LLC
$3.5M
0.02%
Western Wealth Management, LLC
$3.5M
0.13%
BAILARD, INC.
$3.4M
0.08%
Colorado Capital Management, Inc.
$3.3M
1.25%
IEQ CAPITAL, LLC
$3.3M
0.02%
PARK AVENUE SECURITIES LLC
$3.3M
0.03%
Trek Financial, LLC
$3.3M
0.17%
EVOKE WEALTH, LLC
$3.3M
0.06%
Prospera Financial Services Inc
$3.2M
0.05%
Orion Porfolio Solutions, LLC
$3.2M
0.03%
Caprock Group, LLC
$3.2M
0.08%
Bulwark Capital Corp
$3.2M
1.95%
Wealthcare Advisory Partners LLC
$3.2M
0.06%
CIBC Bancorp USA Inc.
$3.1M
0.00%
Sovereign Financial Group, Inc.
$3.1M
0.53%
Sunbelt Securities, Inc.
$3.1M
0.19%
Kingsview Wealth Management, LLC
$3.0M
0.04%
Eagle Strategies LLC
$3.0M
0.36%
Caliber Wealth Management, LLC / KS
$3.0M
0.32%
NORTHERN TRUST CORP
$2.9M
0.00%
PRIVATE TRUST CO NA
$2.9M
0.26%
NEW WAVE WEALTH ADVISORS LLC
$2.9M
0.99%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
$2.8M
0.00%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
$2.8M
0.83%
RFG Advisory, LLC
$2.8M
0.05%
HARBOUR INVESTMENTS, INC.
$2.8M
0.04%
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
$2.7M
0.33%
Pathfinder Wealth Consulting, Inc.
$2.7M
1.74%
MLP3, LLC
$2.7M
2.95%
SEEDS INVESTOR LLC
$2.7M
0.36%
EP Wealth Advisors, LLC
$2.7M
0.01%
HighPoint Advisor Group LLC
$2.6M
0.11%
TriaGen Wealth Management LLC
$2.6M
0.72%
CAHILL FINANCIAL ADVISORS INC
$2.6M
0.28%
Summit Financial, LLC
$2.5M
0.03%
Keenan, LLC
$2.5M
2.13%
PFG Advisors
$2.5M
0.12%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$2.4M
0.01%
HOLLENCREST CAPITAL MANAGEMENT
$2.4M
0.09%
JANE STREET GROUP, LLC
$2.4M
0.00%
Sigma Planning Corp
$2.4M
0.07%
Watchman Group, Inc.
$2.4M
0.57%
NICOLET BANKSHARES INC
$2.3M
0.09%
MGO ONE SEVEN LLC
$2.3M
0.05%
Farther Finance Advisors, LLC
$2.3M
0.02%
Van Diest Capital, LLC
$2.3M
1.83%
PLANNING DIRECTIONS INC
$2.3M
1.17%
COLUMBIA ADVISORY PARTNERS LLC
$2.2M
1.41%
Clearbridge Investments, LLC
$2.2M
0.00%
Biondo Investment Advisors, LLC
$2.2M
0.28%
M Holdings Securities, Inc.
$2.2M
0.15%
OAK RIDGE INVESTMENTS LLC
$2.1M
0.14%
Topel & Distasi Wealth Management, LLC
$2.1M
1.09%
NewEdge Wealth, LLC
$2.1M
0.02%
BEAM WEALTH ADVISORS, INC.
$2.1M
0.51%
IFS Group,LLC
$2.0M
1.75%
Navigation Group, LLC
$2.0M
0.46%
EVOLVE PRIVATE WEALTH, LLC
$2.0M
0.10%
Sterling Investment Counsel, LLC
$2.0M
0.55%
RFG - Bristol Wealth Advisors, LLC
$1.9M
0.52%
Provenance Wealth Advisors, LLC
$1.9M
0.20%
ASHTON THOMAS SECURITIES, LLC
$1.9M
0.24%
White Lighthouse Investment Management Inc.
$1.9M
0.27%
OPPENHEIMER & CO INC
$1.9M
0.02%
Cerity Partners LLC
$1.9M
0.00%
FLAGSHIP HARBOR ADVISORS, LLC
$1.9M
0.08%
GC Wealth Management RIA, LLC
$1.9M
0.08%
BCS Wealth Management
$1.9M
0.38%
KINGSWOOD WEALTH ADVISORS, LLC
$1.8M
0.09%
Banque Cantonale Vaudoise
$1.8M
0.07%
Sequoia Financial Advisors, LLC
$1.8M
0.01%
MONETA GROUP INVESTMENT ADVISORS LLC
$1.8M
0.01%
GLENMEDE TRUST CO NA
$1.7M
0.01%
St. Clair Advisors, LLC
$1.7M
0.46%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
$1.7M
0.17%
PRESILIUM PRIVATE WEALTH, LLC
$1.7M
0.29%
MATAURO, LLC
$1.7M
0.24%
Patriot Financial Group Insurance Agency, LLC
$1.6M
0.09%
UPTICK PARTNERS, LLC
$1.6M
0.32%
Vise Technologies, Inc.
$1.6M
0.03%
GSG Advisors LLC
$1.6M
0.42%
Darden Wealth Group Inc
$1.6M
0.80%
CIM, LLC
$1.6M
0.23%
Hubbell Strickland Wealth Management, LLC
$1.6M
0.62%
SWEENEY & MICHEL, LLC
$1.6M
0.46%
Richmond Investment Services, LLC
$1.5M
0.25%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$1.5M
0.08%
MORRIS FINANCIAL CONCEPTS, INC.
$1.5M
0.52%
BECKER CAPITAL MANAGEMENT INC
$1.5M
0.04%
CATALYST PRIVATE WEALTH, LLC
$1.5M
0.82%
Heritage Wealth Management, Inc. /CA/
$1.5M
0.83%
Chicago Partners Investment Group LLC
$1.5M
0.03%
YHB Investment Advisors, Inc.
$1.5M
0.11%
ROBINSON SMITH WEALTH ADVISORS LLC
$1.5M
1.00%
Trilogy Capital Inc.
$1.5M
0.06%
COMMERCE BANK
$1.5M
0.01%
Van Hulzen Asset Management, LLC
$1.4M
0.11%
Carlton Hofferkamp & Jenks Wealth Management, LLC
$1.4M
0.47%
Crestwood Advisors Group, LLC
$1.4M
0.02%
Arax Advisory Partners
$1.4M
0.04%
Previous
2
Next