IXC institutional holders

iShares Global Energy ETF · 346 reporting institutions · $947.3M reported value

Funds that can replace IXC · IXC return decomposition

Institutional holdings

Institutions reporting IXC, largest first
InstitutionReported positionAdvisors at firmReport period
Fisher Asset Management, LLC$143.4M2,9842026-06-30
Morgan Stanley$120.4M23,1852026-06-30
Bank of America Corp /de$52.1M02026-06-30
Focus Partners Wealth$38.4M1,0482026-06-30
Schroder Investment Management Group$37.7M02026-06-30
Evergreen Capital Management LLC$31.4M282026-06-30
Goldman Sachs Group Inc$28.8M02026-06-30
Verger Capital Management LLC$28M02026-06-30
Versant Capital Management, Inc.$24.5M112026-06-30
UBS Group AG$19.8M02026-06-30
Lpl Financial LLC$15.9M23,4582026-06-30
Mfa Wealth Advisors, LLC$15M82026-06-30
Royal Bank of Canada$14.2M02026-06-30
Ci Investments Inc.$14M02026-06-30
Cetera Investment Advisers$13.5M10,3702026-06-30
Van Cleef Asset Management, Inc$13.3M52026-06-30
Wells Fargo & Company/mn$11.6M02026-06-30
Financial Advisory Corporation$11.1M92026-06-30
Marshall Wace, LLP$10.4M02026-06-30
Ameriprise Financial Inc$10.2M02026-06-30
Federation Des Caisses Desjardins Du Quebec$8.9M02026-06-30
Morningstar Investment Management LLC$8.9M252026-06-30
Raymond James Financial Inc$8.8M02026-06-30
Commonwealth Equity Services, LLC$8.3M2,8632026-06-30
Strategic Wealth Investment Group, LLC$7.7M332026-06-30
Sigma Planning Corp$7M4742026-06-30
Alliancebernstein LP$6.7M5172026-06-30
Proficio Capital Partners LLC$6.7M22026-06-30
Cambria Investment Management, LP$6.5M12026-06-30
Susquehanna International Group, LLP$6.4M02026-06-30
Osaic Holdings, Inc.$5.9M02026-06-30
Client 1st Advisory Group, LLC$5.6M72026-06-30
Cullen/frost Bankers, Inc.$5.5M02026-06-30
Gentrust, LLC$5.2M222026-06-30
Banco Santander, S.A.$4.8M02026-06-30
Envestnet Pmc$4.8M602026-06-30
Stifel Financial Corp$4.7M02026-06-30
Pinnacle Associates, Ltd.$4.6M332026-06-30
Factor Wealth Management$4.6M52026-06-30
Jones Financial Companies LLLP$4.5M02026-06-30
Pgim Custom Harvest LLC$4.4M02026-06-30
Bank of Montreal /can$4.2M02026-06-30
Hightower Advisors, LLC$4.2M1,0462026-06-30
Envestnet Portfolio Solutions, Inc.$4.1M32026-06-30
Northland Securities, Inc.$3.8M422026-06-30
Sierra Summit Advisors LLC$3.5M32026-06-30
Prudential PLC$3.4M02026-06-30
Beacon Pointe Advisors, LLC$3.4M4662026-06-30
Advocate Investing Services$3.1M52026-06-30
Able Financial Group, LLC$3.1M92026-06-30
Jpmorgan Chase & Co$3M02026-06-30
Wealthfront Advisers LLC$3M402026-06-30
Elevation Point Wealth Partners, LLC$2.9M562026-06-30
Truist Financial Corp$2.9M02026-06-30
Snider Financial Group$2.6M92026-06-30
Vestmark Advisory Solutions, Inc.$2.6M82026-06-30
Gts Securities LLC$2.5M02026-06-30
Pinnacle Wealth Management Advisory Group, LLC$2.1M102026-06-30
Equitable Holdings, Inc.$2.1M02026-06-30
Dakota Wealth Management$2M02026-06-30
Alpha Financial Partners LLC$1.9M62026-06-30
Kestra Advisory Services, LLC$1.8M1,4792026-06-30
Icon Advisers Inc/co$1.8M32026-06-30
Rainier Family Wealth, Inc.$1.8M32026-06-30
J. Safra Sarasin Holding AG$1.7M02026-06-30
TD Waterhouse Canada Inc.$1.7M02026-06-30
Waverly Advisors, LLC$1.7M2312026-06-30
Psi Advisors, LLC$1.7M112026-06-30
Point72 Asset Management, LP$1.7M02026-06-30
Corient Private Wealth LP$1.6M6742026-06-30
Pathstone Holdings, LLC$1.6M02026-06-30
MML Investors Services, LLC$1.5M5,1202026-06-30
Squarepoint Ops LLC$1.5M02026-06-30
Dynasty Wealth Management, LLC$1.5M142026-06-30
Integrated Wealth Concepts LLC$1.5M4802026-06-30
Wellington Management Group LLP$1.5M02026-06-30
Chesley Taft & Associates LLC$1.4M62026-06-30
Creative Planning$1.3M1,1712026-06-30
Guerra Advisors Inc$1.3M172025-09-30
James Investment Research Inc$1.3M82026-06-30
Vontobel Holding Ltd.$1.2M02026-06-30
Affiance Financial, LLC$1.2M122026-06-30
Wealth Enhancement Advisory Services, LLC$1.2M1,0262026-06-30
Creativeone Wealth, LLC$1.2M2212026-06-30
Arax Advisory Partners$1.2M2322026-06-30
Aptus Capital Advisors, LLC$1.2M212026-06-30
Rathbones Group PLC$1.2M02026-06-30
Modern Wealth Management, LLC$1.2M1612026-06-30
MacKenzie Financial Corp$1.2M02026-06-30
Captrust Financial Advisors$1.1M9622026-06-30
Dara Capital US, Inc.$1.1M22026-06-30
U.S. Capital Wealth Advisors, LLC$1.1M02026-03-31
Climber Capital SA$1.1M02026-06-30
Brookwood Investment Group LLC$1M692026-06-30
Mai Capital Management$963K3082026-06-30
Qube Research & Technologies Ltd$932.9K02026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$923.5K1032026-06-30
Vantage Point Financial LLC$845.6K162026-06-30
Axxcess Wealth Management, LLC$839.4K382026-06-30
Citigroup Inc$815.5K02026-06-30
Abbot Financial Management, Inc$812.2K32026-06-30
Gotham Asset Management, LLC$808K52026-06-30
Kestra Private Wealth Services, LLC$798.1K2062026-06-30
Guardian Wealth Advisors, LLC / Nc$791.1K332026-06-30
Watershed Private Wealth LLC$777.4K32026-06-30
Icici Asset Management$774.1K02026-06-30
Wealth Management Associates, Inc.$766.9K112026-06-30
Ewing Morris & Co. Investment Partners Ltd.$748K02026-06-30
Scs Capital Management LLC$727K802026-06-30
Orion Porfolio Solutions, LLC$715K1992026-06-30
Newedge Advisors$701.7K6012026-06-30
Kovack Advisors, Inc.$665.1K2582026-06-30
Advisory Alpha, LLC$663.6K662026-06-30
Tudor Investment Corp Et Al$648.7K02026-06-30
Union Bancaire Privee, Ubp SA$648.2K02026-06-30
Concurrent Investment Advisors, LLC$637.7K3492026-06-30
Cubist Systematic Strategies, LLC$628.7K02025-09-30
Cwm, LLC$621K6672026-03-31
Farther Finance Advisors, LLC$611K3342026-06-30
Quantinno Capital Management LP$607.9K02026-06-30
Lynx Investment Advisory$603.7K112026-06-30
Schorn Wealth LLC$601.6K52026-06-30
Ameraudi Asset Management, Inc.$598.9K122026-06-30
Fmr LLC$592.1K02026-06-30
Tpg Advisors LLC$589.7K42026-06-30
Sowell Financial Services LLC$588.4K1082026-06-30
Bco Wealth Management, LLC$560K42026-06-30
Fort Sheridan Advisors LLC$556.6K82026-06-30
Ausdal Financial Partners, Inc.$549.4K1892026-06-30
Thepartners Wealth Management$548.6K372026-06-30
Cerity Partners LLC$544.1K7772026-06-30
Plancorp, LLC$540.3K522026-06-30
Rockefeller Capital Management LP$539.8K3462026-06-30
Wealth Management Partners, LLC$538.6K92026-06-30
Geneos Wealth Management, Inc.$522.7K1932026-06-30
Mercer Global Advisors Inc /adv$520.6K02026-06-30
Lom Asset Management Ltd$512.4K02026-06-30
J.safra Asset Management Corp$495.2K02026-06-30
Everett Harris & Co /ca$491.3K102026-06-30
Founders Financial Securities LLC$487K1172026-06-30
Steward Partners Investment Advisory, LLC$483.1K4812026-06-30
Scotia Capital Inc.$482.9K02026-06-30
Ifrah Financial Services, Inc.$457.5K92026-06-30
Brighton Jones LLC$456.9K1592026-06-30
Detalus Advisors, LLC$455.5K132026-06-30
Northwestern Mutual Wealth Management Co$436.5K02026-06-30
Legacy Wealth Managment, Llc/id$424.8K492026-06-30
First Heartland Consultants, Inc.$422.2K992026-06-30
Verity Asset Management$415.4K532026-06-30
Jefferies Financial Group Inc.$411.3K02026-06-30
Private Advisor Group, LLC$409.7K9272026-06-30
Clear Creek Financial Management, LLC$397.4K442026-06-30
Walkner Condon Financial Advisors LLC$395.5K152026-06-30
Baker Ellis Asset Management LLC$391.8K52026-06-30
Ifg Advisory, LLC$380.7K1102026-06-30
Ferguson Wellman Capital Management, Inc$361.8K272026-06-30
Global Retirement Partners LLC$358K4912026-06-30
Solstein Capital, LLC$357.8K22026-06-30
Procore Advisors, LLC$354.2K32026-06-30
Mesirow Financial Investment Management, Inc.$342.8K922026-06-30
Ieq Capital, LLC$333.1K1972026-06-30
Bfi Wealth Solutions, LLC$329.6K12026-06-30
Y-Intercept (hong Kong) Ltd$328.4K02026-06-30
J.W. Cole Advisors, Inc.$327.4K4992026-06-30
Sovran Advisors, LLC$321.9K702026-06-30
Sagespring Wealth Partners$321.1K1262026-06-30
Jane Street Group, LLC$319.3K02026-06-30
Baird Financial Group, Inc.$305.6K02026-06-30
Elmwood Wealth Management, Inc.$304.6K42026-06-30
Iht Wealth Management LLC$304.5K1592026-06-30
Mutual Advisors, LLC$295.2K1532026-06-30
Diversified Trust Co$292.2K02026-06-30
Corecap Advisors, LLC$291.1K1182026-06-30
Citadel Advisors LLC$284.7K02026-06-30
Anchor Investment Management, LLC$283.6K62026-03-31
Daiwa Securities Group Inc.$275.1K02026-06-30
Choreo, LLC$271.6K1482026-06-30
Capital Advisors Inc/ok$270.2K02026-06-30
1834 Investment Advisors Co$269.6K162026-06-30
Compound Planning, Inc.$266.4K752026-06-30
Corecam Pte. Ltd.$266.3K02026-06-30
Citizens Financial Group Inc/ri$264.3K02026-06-30
Maridea Wealth Management$257.6K382026-06-30
Mgo One Seven LLC$253.1K1182026-06-30
Salem Investment Counselors Inc$250.6K132026-06-30
Townsend & Associates, Inc$248K182026-06-30
Bright Financial Advisors, Inc.$245.7K32026-06-30
Stephens Inc /ar$245.7K2432026-06-30
Moors & Cabot, Inc.$244.9K822026-06-30
Sbi Securities Co., Ltd.$242K02026-06-30
Legacy Advisors, LLC$241.5K192026-06-30
Simon Quick Advisors, LLC$241.3K402026-06-30
Wealthspire Advisors, LLC$240.4K2372026-06-30
Liberty Wealth Management LLC$240.3K252026-06-30
Mba Advisors LLC$238.2K32026-06-30
Mariner, LLC$236.4K02026-06-30
Ameritas Advisory Services, LLC$234.5K5502026-06-30
Sanctuary Advisors, LLC$234K4012026-06-30
Fifth Third Bancorp$230.9K02026-06-30
Interchange Capital Partners, LLC$227.1K82026-06-30
Certus Wealth Management, LLC$223.5K02025-09-30
Millstone Evans Group, LLC$222.8K72026-06-30
Clifford Swan Investment Counsel LLC$221.1K172026-06-30
Turtle Creek Wealth Advisors, LLC$216.8K172026-06-30
Fort Point Capital Partners LLC$214.1K202026-06-30
Blair William & Co/il$212.6K3292026-06-30
Montecito Bank & Trust$212.5K02026-06-30
71 West Capital Partners$212.1K62026-06-30
Cura Wealth Advisors, LLC$211.3K12026-06-30
US Bancorp$207.6K02026-06-30
Valmark Advisers, Inc.$204.2K2952026-06-30
Rcw Management, LLC$203.7K22026-06-30
Krilogy$200.7K642026-06-30
Mather Group, Llc.$197.2K1102026-06-30
Spire Wealth Management$196.5K32026-06-30
Provenance Wealth Advisors$192.4K182026-06-30
Huntington National Bank$180.8K02026-06-30
Ae Wealth Management LLC$157.5K4712026-06-30
Clearstead; Clearstead Advisory Solutions$157.1K642026-06-30
CIBC Private Wealth Group LLC$138.5K02025-12-31
Provident Wealth Management, LLC$122.8K52026-06-30
Ascentis Independent Advisors$117.6K532026-06-30
Bartlett & Co. Wealth Management LLC$113.2K322026-06-30
Advanced Asset Management Advisors Inc$109.3K52026-06-30
Allworth Financial, LP$94.6K3172026-06-30
Kilter Group LLC$93.3K82026-06-30
Evelyn Partners Investment Management (europe) Ltd$92.4K02026-03-31
Ashton Thomas Private Wealth, LLC$89.8K962026-06-30
Rosenberg Matthew Hamilton$89.3K42026-06-30
Blue Trust, Inc.$84.6K02026-06-30
Comprehensive Financial Planning, Inc./pa$81K02026-06-30
Glenmede Trust Co NA$73K62026-06-30
Powell Investment Advisors, LLC$72.9K22026-06-30
Harbour Investments, Inc.$69.8K2472026-06-30
Comerica Bank$67.3K02025-12-31
Winch Financial$64.3K72026-06-30
O'Shaughnessy Asset Management, LLC$63.5K582026-06-30
The Nalls Sherbakoff Group, LLC$59.4K32026-06-30
Pinnacle Bancorp, Inc.$56.9K02026-06-30
Synergy Investment Management, LLC$53.2K192026-06-30
Bokf, NA$49.8K02026-06-30
Bank Julius Baer & Co. Ltd, Zurich$49.1K02026-06-30
Fortitude Family Office, LLC$48.5K142026-06-30
Concord Wealth Partners$48.5K112026-06-30
Elevated Capital Advisors, LLC$47.8K202026-06-30
Hyposwiss Advisors SA$46.4K12026-06-30
Dunhill Financial, LLC$46.4K122026-06-30
Img Wealth Management, Inc.$42.4K72026-06-30
Ifp Advisors, Inc$39.3K3182026-06-30
Nfsg Corp$37.9K752026-06-30

The 250 largest of 346 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30