FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.860.16%
STOXX50E5,860.32-0.39%
XLF51.830.04%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV1.5
Feels35.3°C
Humidity59%
Wind10.8 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time5:34 PM
13F QoQ Ownership Changes

IEP Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 28 new · 37 added · 59 reduced · 20 exited

New Positions(28)

ManagerSharesΔ SharesValueΔ Value% Δ
Jump Financial, LLC179,207+179,207$1.4M+$1.4M
Invesco Ltd.142,308+142,308$1.1M+$1.1M
VIRTUS ADVISERS, LLC41,236+41,236$324.1K+$324.1K
CAPTRUST FINANCIAL ADVISORS41,505+41,505$313.4K+$313.4K
IMC-Chicago, LLC32,800+32,800$247.6K+$247.6K
NATIONAL BANK OF CANADA /FI/30,000+30,000$226.5K+$226.5K
Accuvest Global Advisors28,851+28,851$218.0K+$218.0K
PSI Advisors, LLC18,421+18,421$139.1K+$139.1K
PFG Investments, LLC17,526+17,526$132.3K+$132.3K
TWO SIGMA SECURITIES, LLC15,443+15,443$116.6K+$116.6K
Aventura Private Wealth, LLC12,826+12,826$107.0K+$107.0K
GAMCO INVESTORS, INC. ET AL14,000+14,000$105.7K+$105.7K
Hilton Head Capital Partners, LLC10,575+10,575$79.8K+$79.8K
Ancora Advisors LLC7,800+7,800$58.9K+$58.9K
Allworth Financial LP5,206+5,206$39.3K+$39.3K
Kestra Advisory Services, LLC4,622+4,622$34.9K+$34.9K
UMB Bank, n.a.3,141+3,141$23.7K+$23.7K
Cullen/Frost Bankers, Inc.2,673+2,673$20.2K+$20.2K
IFP Advisors, Inc1,525+1,525$12.5K+$12.5K
Westside Investment Management, Inc.1,220+1,220$9.1K+$9.1K
Lodestone Wealth Management LLC1,032+1,032$7.8K+$7.8K
TUCKER ASSET MANAGEMENT LLC832+832$6.3K+$6.3K
FLAGSHIP HARBOR ADVISORS, LLC792+792$6.0K+$6.0K
Atlantic Edge Private Wealth Management, LLC200+200$1.5K+$1.5K
SageView Advisory Group, LLC125+125$944+$944
Godfrey Financial Associates, Inc.108+108$812+$812
ELEVATION POINT WEALTH PARTNERS, LLC63+63$507+$507
Elevated Capital Advisors, LLC8+8$60+$60

Added To(37)

ManagerSharesΔ SharesValueΔ Value% Δ
ICAHN CARL C549,400,539+30,467,595$4.15B-$221.4M5.9%
MORGAN STANLEY3,957,018+2,971,629$29.9M+$21.6M301.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP3,782,880+2,402,280$28.6M+$16.9M174.0%
GROUP ONE TRADING LLC700,033+658,079$5.3M+$4.9M1568.6%
JANE STREET GROUP, LLC373,190+292,818$2.8M+$2.1M364.3%
SIMPLEX TRADING, LLC180,506+145,642$1.4M+$1.4M417.7%
CITIGROUP INC173,200+162,831$1.3M+$1.2M1570.4%
GEODE CAPITAL MANAGEMENT, LLC544,737+33,537$4.1M-$191.5K6.6%
CITADEL ADVISORS LLC708,422+54,145$5.3M-$160.4K8.3%
Koshinski Asset Management, Inc.34,000+17,800$256.7K+$120.3K109.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC29,380+9,639$228.9K+$64.0K48.8%
JONES FINANCIAL COMPANIES LLLP7,855+6,910$59.3K+$51.5K731.2%
WELLS FARGO & COMPANY/MN46,416+10,862$350.4K+$51.1K30.6%
Solutions 4 Wealth, Ltd21,087+6,922$159.2K+$39.9K48.9%
Moors & Cabot, Inc.47,943+509$362.0K-$37.4K1.1%
Mariner, LLC53,816+1,129$406.3K-$37.3K2.1%
BANK OF AMERICA CORP /DE/27,087+6,783$204.5K+$33.5K33.4%
HighPoint Advisor Group LLC25,299+11$191.0K-$21.9K0.0%
INSIGNEO ADVISORY SERVICES, LLC14,122+67$106.6K-$11.7K0.5%
OPPENHEIMER & CO INC24,086+1,318$181.8K-$9.9K5.8%
Meridian Wealth Management, LLC26,996+1,654$203.8K-$9.6K6.5%
Cetera Investment Advisers21,386+1,133$161.5K-$9.1K5.6%
EagleClaw Capital Managment, LLC13,065+797$98.6K-$4.7K6.5%
CAZ INVESTMENTS LP12,717+775$96.0K-$4.5K6.5%
Spire Wealth Management6,560+1,060$49.5K+$3.2K19.3%
M&T Bank Corp26,562+2,974$200.5K+$1.9K12.6%
MPWM ADVISORY SOLUTIONS, LLC4,557+277$34.4K-$1.6K6.5%
Merit Financial Group, LLC13,021+1,464$98.3K+$1.0K12.7%
NBC SECURITIES, INC.2,129+129$16.1K-$7596.5%
Steward Partners Investment Advisory, LLC1,290+78$9.7K-$4716.4%
Bangor Savings Bank730+50$5.5K-$2147.3%
Bogart Wealth, LLC303+18$2.3K-$1086.3%
LRI Investments, LLC153+9$1.2K-$576.3%
CWM, LLC2,921+2,780$22+$211971.6%
Janney Montgomery Scott LLC42,307+2,548$319-$166.4%
NVWM, LLC196+19$1.5K-$1110.7%
HANTZ FINANCIAL SERVICES, INC.85+5$1$06.3%

Reduced(59)

ManagerSharesΔ SharesValueΔ Value% Δ
FIRST TRUST ADVISORS LP782,636-77,801$5.9M-$1.3M-9.0%
UBS Group AG55,269-64,240$417.3K-$589.0K-53.8%
GOLDMAN SACHS GROUP INC176,889-44,305$1.3M-$526.9K-20.0%
MGO ONE SEVEN LLC18,658-30,660$140.9K-$274.4K-62.2%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC35,887-128,213$270.9K+$270.5K-78.1%
Royal Bank of Canada30,679-20,845$231.0K-$210.0K-40.5%
Crawford Fund Management, LLC110,000-12,000$830.5K-$196.7K-9.8%
Counterpoint Mutual Funds LLC36,752-26,035$333.0K-$195.7K-41.5%
PNC Financial Services Group, Inc.6,482-21,296$48.9K-$185.0K-76.7%
LPL Financial LLC147,882-4,801$1.1M-$169.1K-3.1%
COMMONWEALTH EQUITY SERVICES, LLC20,913-10,961$157.9K+$157.6K-34.4%
Key Client Fiduciary Advisors, LLC20,837-14,027$157.3K-$136.2K-40.2%
RAYMOND JAMES FINANCIAL INC109,354-4,358$825.6K-$131.8K-3.8%
OSAIC HOLDINGS, INC.26,166-11,136$197.6K-$118.3K-29.9%
BNP PARIBAS FINANCIAL MARKETS38,142-8,444$288.0K-$104.3K-18.1%
Corps Capital Advisors, LLC16,454-7,000$124.2K-$73.3K-29.8%
SUMMIT SECURITIES GROUP LLC3,355-7,945$25.3K-$69.8K-70.3%
Rockefeller Capital Management L.P.7,601-6,395$57.4K-$60.5K-45.7%
BARCLAYS PLC23,837-5,731$191.8K-$57.2K-19.4%
Triumph Capital Management14,535-4,610$109.7K-$51.5K-24.1%
Stablepoint Partners, LLC27,032-2,668$204.1K-$46.0K-9.0%
Arrow Investment Advisors, LLC18,799-3,417$141.9K-$45.1K-15.4%
Integrated Wealth Concepts LLC11,586-3,060$87.5K-$35.8K-20.9%
Advisory Services Network, LLC25,712-1,285$194.1K-$33.2K-4.8%
United Advisor Group, LLC33,333-292$251.7K-$31.5K-0.9%
Squarepoint Ops LLC22,5000$169.9K-$19.6K0.0%
Brookstone Capital Management20,4670$154.5K-$17.8K0.0%
Claro Advisors LLC17,0300$128.6K-$14.8K0.0%
Global Retirement Partners, LLC7,344-816$55.4K-$13.3K-10.0%
Beacon Harbor Wealth Advisors, Inc.11,3500$85.7K-$9.9K0.0%
Arax Advisory Partners221-1,000$1.7K-$8.6K-81.9%
Farther Finance Advisors, LLC1,217-448$9.2K-$4.8K-26.9%
Anfield Capital Management, LLC5,3130$40.1K-$4.6K0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO151-362$1.1K-$3.2K-70.6%
Limestone Investment Advisors LP250,0000$250.0K-$2.2K0.0%
EverSource Wealth Advisors, LLC1,7530$13.2K-$1.5K0.0%
CoreCap Advisors, LLC9-106$65-$903-92.2%
Wilmington Savings Fund Society, FSB6060$4.6K-$5280.0%
FIFTH THIRD BANCORP3-58$23-$491-95.1%
Harbor Asset Planning, Inc.4580$3.5K-$3980.0%
TRUST CO OF TOLEDO NA /OH/3420$2.6K-$2980.0%
Indiana Trust & Investment Management Co2570$1.9K-$2240.0%
American Capital Advisory, LLC2360$1.8K-$2060.0%
GPS Wealth Strategies Group, LLC71-15$536-$188-17.4%
NBT BANK N A /NY2000$1.5K-$1740.0%
Cambridge Investment Research Advisors, Inc.39,880-6,989$301-$94-14.9%
NewEdge Advisors, LLC1030$778-$890.0%
Colonial Trust Advisors1000$755-$870.0%
Clayton Financial Group LLC1000$755-$870.0%
MAI Capital Management830$627-$720.0%
DHJJ Financial Advisors, Ltd.100$76-$90.0%
Key Financial Inc90$68-$80.0%
HUNTINGTON NATIONAL BANK80$60-$70.0%
US BANCORP \DE\60$45-$60.0%
Parkside Financial Bank & Trust60$46-$50.0%
Plante Moran Financial Advisors, LLC30$23-$20.0%
Activest Wealth Management00$0-$1
HAZLETT, BURT & WATSON, INC.20$0$00.0%
American Wealth Advisors, LLC00$1$0

Sold Out(20)

ManagerSharesΔ SharesValueΔ Value% Δ
WOLVERINE TRADING, LLC0-177,564$0-$1.5M
Fort Point Capital Partners LLC0-80,100$0-$674.4K
Bramshill Investments, LLC0-50,774$0-$427.5K
Corient Private Wealth LLC0-39,226$0-$330.3K
DRW Securities, LLC0-24,084$0-$202.8K
Paragon Capital Management Ltd0-20,598$0-$173.4K
Arista Wealth Management, LLC0-20,000$0-$168.4K
KPP Advisory Services LLC0-12,091$0-$101.8K
AZZAD ASSET MANAGEMENT INC /ADV0-10,425$0-$87.8K
MML INVESTORS SERVICES, LLC0-10,196$0-$85.8K
VISION FINANCIAL MARKETS LLC0-1,600$0-$13.5K
HARBOUR INVESTMENTS, INC.0-1,067$0-$9.0K
Lantern Wealth Advisors, LLC0-1,000,000$0-$8.4K
Tower Research Capital LLC (TRC)0-582$0-$4.9K
Ameritas Advisory Services, LLC0-170$0-$1.4K
GSA CAPITAL PARTNERS LLP0-104,658$0-$881
Virtu Financial LLC0-57,584$0-$485
Strategic Wealth Partners, Ltd.0-25$0-$211
HRT FINANCIAL LP0-16,238$0-$136
Blue Trust, Inc.0-10$0-$84