ISHRS SECUR INCOM ACT ETF SECU
$49.69
+0.1% 52w: $48.87 – $49.74
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data48.8749.3049.74
Jan 27, 2026 Jul 2, 2026
Institutional holders
37
13F value
$413.6M
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SECU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 3.9M | $196.3M | 0.0% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.5M | $75.8M | 0.1% | New |
| Permanens Capital L.P. | Wealth advisor | 822.4K | $41.0M | 5.3% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 400.0K | $19.9M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 293.5K | $14.6M | 0.0% | New |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 253.3K | $12.6M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 252.0K | $12.6M | 0.0% | New |
| Perigon Wealth Management, LLC | Wealth advisor | 101.0K | $5.0M | 0.1% | New |
| Saxony Capital Management, LLC | Wealth advisor | 95.3K | $4.7M | 2.8% | New |
| Scarborough Advisors, LLC | Wealth advisor | 88.2K | $4.4M | 0.5% | New |
| JPMORGAN CHASE & CO | Bank broker | 85.2K | $4.2M | 0.0% | New |
| Tennessee Valley Asset Management Partners | Wealth advisor | 63.0K | $3.1M | 0.4% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 58.3K | $2.9M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 45.2K | $2.3M | 0.0% | New |
| RFG Advisory, LLC | Wealth advisor | 38.7K | $1.9M | 0.0% | New |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 34.6K | $1.7M | 0.0% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 32.4K | $1.6M | 0.0% | New |
| IHT Wealth Management, LLC | Wealth advisor | 28.6K | $1.4M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 28.4K | $1.4M | 0.0% | New |
| UBS Group AG | Bank broker | 21.9K | $1.1M | 0.0% | New |
| LPL Financial LLC | Bank broker | 20.9K | $1.0M | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 16.7K | $829K | 0.0% | New |
| INSIGNEO ADVISORY SERVICES, LLC | Other | 14.6K | $726K | 0.1% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 9.8K | $490K | 0.0% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 7.4K | $368K | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.2K | $261K | 0.0% | New |
| Icon Wealth Advisors, LLC | Wealth advisor | 5.1K | $252K | 0.0% | New |
| HRT FINANCIAL LP | Diversified mechanical | 4.5K | $222K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 4.4K | $218K | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 4.2K | $207K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 4.0K | $200K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.8K | $90K | 0.0% | New |
| Measured Wealth Private Client Group, LLC | Wealth advisor | 334 | $17K | 0.0% | New |
| Rossby Financial, LCC | Wealth advisor | 305 | $15K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 149 | $7K | 0.0% | New |
| MAI Capital Management | Wealth advisor | 37 | $2K | 0.0% | New |
| NBC SECURITIES, INC. | Diversified mechanical | 17 | $865 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.