Stock

IYW

Ownership Count: 1746

Ownership

Manager Name % of Portfolio Recent Activity Share Value
ENVESTNET ASSET MANAGEMENT INC 0.54%
Reduced 5.07%
10,190,956 $1,625,661,000.0
MORGAN STANLEY 0.13%
Reduced 0.14%
5,772,116 $920,768,000.0
LPL Financial LLC 0.34%
Added 23.66%
5,111,322 $815,357,000.0
PGIM Custom Harvest LLC 13.52%
Reduced 4.06%
4,336,753 $691,798,000.0
JPMORGAN CHASE & CO 0.05%
Added 13.14%
2,608,365 $416,086,000.0
BANK OF AMERICA CORP /DE/ 0.07%
Added 0.08%
2,478,765 $395,412,000.0
UBS Group AG 0.1%
Reduced 2.83%
1,897,694 $302,720,000.0
RAYMOND JAMES FINANCIAL INC 0.1%
No Change
1,605,731 $256,146,000.0
Dynasty Wealth Management, LLC 3.93%
Added 54.80%
1,404,039 $223,972,000.0
Envestnet Portfolio Solutions, Inc. 0.69%
Reduced 1.50%
1,254,978 $200,194,000.0
AMERIPRISE FINANCIAL INC 0.06%
Reduced 3.51%
1,191,971 $190,060,000.0
CWM, LLC 0.73%
Reduced 2.18%
1,079,917 $172,268,000.0
BlackRock Inc. 0.01%
Added 7.01%
1,047,247 $157,610,000.0
Raymond James Financial Services Advisors, Inc. 0.2%
No Change
963,013 $146,012,000.0
PARK AVENUE SECURITIES LLC 1.55%
Added 2.01%
931,780 $148,638,000.0