ISHRS SECUR INCOM ACT ETF (SECU) Institutional Ownership Changes & 13F Activity

ISHRS SECUR INCOM ACT ETF (SECU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fmr Llc, Permanens Capital L.P., Morgan Stanley, Captrust Financial Advisors, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+7,5677,567$377.32KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+86,141+147.7%144,480$7.20MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+32,69732,697$1.63MQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcBuy+77,24377,243$3.84MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+14,01214,012$698.64KQ2 2026Aug 17, 2026
Permanens Capital L.P.Buy+281,056+34.2%1,103,409$55.02MQ2 2026Aug 14, 2026
Bank Of America CorpSell-30,565-7.6%369,449$18.42MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+22,08822,088$1.10MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+18,709+1033.6%20,519$1.02MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+17,01417,014$848.32KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+15,96615,966$796.06KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+12,45912,459$621.21KQ2 2026Aug 14, 2026
Invst, LlcBuy+10,93410,934$545.17KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+8,9378,937$445.60KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+8,9228,922$444.85KQ2 2026Aug 14, 2026
Gts Securities LlcBuy+5,2555,255$262.01KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+4,7954,795$239.09KQ2 2026Aug 14, 2026
Efg International AgBuy+3,4123,412$170.12KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,677+32.0%6,916$344.83KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+948+3.3%29,513$1.47MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+560560$27.92KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+8686$4.29KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+2828$1.40KQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcSell-9-0.1%14,556$725.77KQ2 2026Aug 14, 2026
Fmr LlcBuy+744,112744,112$37.10MQ2 2026Aug 13, 2026
Morgan StanleyBuy+275,127+6275.7%279,511$13.94MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-187,947-12.4%1,332,817$66.45MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+29,31429,314$1.46MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+24,56324,563$1.22MQ2 2026Aug 13, 2026
Ubs Group AgSell-21,903-100.0%8$399.00Q2 2026Aug 13, 2026
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Frequently asked questions about SECU activity

  • Which institutional owners are buying SECU?

    Institutional owners buying SECU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SECU activity?

    "Buy" means an investor increased their reported position in SECU compared to the prior reporting period. This reflects growing exposure to ISHRS SECUR INCOM ACT ETF (SECU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SECU increasing?

    Institutional interest in SECU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.