Notice2025-23332

Self-Regulatory Organizations; Investors Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Modify the Handling of Incoming Post Only Orders

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Published
December 19, 2025

Issuing agencies

Securities and Exchange Commission

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<title>Federal Register, Volume 90 Issue 242 (Friday, December 19, 2025)</title>
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[Federal Register Volume 90, Number 242 (Friday, December 19, 2025)]
[Notices]
[Pages 59606-59608]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2025-23332]



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SECURITIES AND EXCHANGE COMMISSION

[Release No. 34-104411; File No. SR-IEX-2025-35]


Self-Regulatory Organizations; Investors Exchange LLC; Notice of 
Filing and Immediate Effectiveness of Proposed Rule Change To Modify 
the Handling of Incoming Post Only Orders

December 16, 2025.
    Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of 
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby 
given that on December 8, 2025, the Investors Exchange LLC (``IEX'' or 
the ``Exchange'') filed with the Securities and Exchange Commission 
(the ``Commission'') the proposed rule change as described in Items I, 
II and III below, which Items have been prepared by the self-regulatory 
organization. The Commission is publishing this notice to solicit 
comments on the proposed rule change from interested persons.
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    \1\ 15 U.S.C. 78s(b)(1).
    \2\ 15 U.S.C. 78a.
    \3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance 
of the Proposed Rule Change

    Pursuant to the provisions of Section 19(b)(1) under the Act \4\, 
and Rule 19b-4 thereunder,\5\ the Exchange is filing with the 
Commission a proposed rule change to modify IEX Rule 11.190(b)(20) to 
modify the handling of Post Only orders that at time of entry would 
lock or cross a Protected Quotation \6\ of an external market. The 
Exchange has designated this proposed rule change as ``non-
controversial'' under Section 19(b)(3)(A) of the Act \7\ and provided 
the Commission with the notice required by Rule 19b-4(f)(6) 
thereunder.\8\
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    \4\ 15 U.S.C. 78s(b)(1).
    \5\ 17 CFR 240.19b-4.
    \6\ See IEX Rule 1.160(bb).
    \7\ 15 U.S.C. 78s(b)(3)(A).
    \8\ 17 CFR 240.19b-4.
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    The text of the proposed rule change is available at the Exchange's 
website at <a href="https://www.iexexchange.io/resources/regulation/rule-filings">https://www.iexexchange.io/resources/regulation/rule-filings</a> 
and at the principal office of the Exchange.

II. Self-Regulatory Organization's Statement of the Purpose of, and the 
Statutory Basis for, the Proposed Rule Change

    In its filing with the Commission, the self-regulatory organization 
included statements concerning the purpose of and basis for the 
proposed rule change and discussed any comments it received on the 
proposed rule change. The text of these statements may be examined at 
the places specified in Item IV below. The self-regulatory organization 
has prepared summaries, set forth in Sections A, B, and C below, of the 
most significant aspects of such statements.

A. Self-Regulatory Organization's Statement of the Purpose of, and the 
Statutory Basis for, the Proposed Rule Change

1. Purpose
    The Exchange proposes to amend IEX Rule 11.190(b)(20) to provide 
that a Post Only order that at time of entry would lock or cross a 
Protected Quotation of an external market will be re-priced by the 
System \9\ before booking, in a manner consistent with the 
functionality of other exchanges that offer similar order types.
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    \9\ See IEX Rule 1.160(nn).
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    IEX defines a Post Only order as a displayed, non-routable order 
that will not remove liquidity from the IEX Order Book \10\ except in 
certain circumstances.\11\ Specifically, an order with a Post Only 
instruction will only remove liquidity if it is an order to trade a 
security priced below $1.00,\12\ or if it would receive price 
improvement (as measured against the less aggressive of the order's 
limit price or the contra-side Protected Quotation) of at least 
$0.01.\13\
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    \10\ See IEX Rule 1.160(p).
    \11\ See IEX Rule 11.190(b)(20).
    \12\ See IEX Rule 11.190(b)(20)(A).
    \13\ See IEX Rule 11.190(b)(20)(B).
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    If neither of the conditions in the preceding paragraph are met, 
the incoming Post Only order will post to the Order Book, unless there 
is a non-displayed order with a Trade Now instruction \14\ that locks 
the price of the incoming Post Only order, in which case the resting 
order will ``be converted to an executable order that removes liquidity 
against such incoming order.'' \15\ In that circumstance, the Post Only 
order would execute as a displayed liquidity adding order without 
having actually posted to the Order Book. All non-displayed limit 
orders (limit,\16\ reserve,\17\ and D-Limit \18\ orders) automatically 
include a Trade Now instruction, and certain non-displayed pegged 
orders (Midpoint,\19\ Offset,\20\ Market,\21\ and Fixed Midpoint \22\ 
Peg) may include a Trade Now instruction if selected by the User.
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    \14\ See IEX Rule 11.190(b)(21).
    \15\ Id.
    \16\ See IEX Rule 11.190(a)(1)(H).
    \17\ See IEX Rule 11.190(b)(2)(J).
    \18\ See IEX Rule 11.190(b)(7)(F)(xi).
    \19\ See IEX Rule 11.190(b)(9)(K).
    \20\ See IEX Rule 11.190(b)(13)(M).
    \21\ See IEX Rule 11.190(b)(18)(M).
    \22\ See IEX Rule 11.190(b)(19)(K).
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    Post Only orders that were not designated by the User to cancel are 
also subject to display-price sliding,\23\ so that a Post Only order 
that would lock or cross a Protected Quotation of an external market 
will be ranked and displayed by the System at one (1) minimum price 
variant (``MPV'') \24\ below the current NBO \25\ (for bids) or one (1) 
MPV above the current NBB \26\ (for offers). For example, under IEX's 
current rules, if the NBBO for a security is $10.10 x $10.20, and IEX 
does not have any resting interest to sell at $10.20, an incoming Post 
Only order to buy with a limit price of $10.20 would be re-priced and 
rest on the Order Book at $10.19 (one MPV below the NBO). However, if 
in the above example IEX had a non-displayed order to sell at $10.20 
with a Trade Now instruction resting on its Order Book, the incoming 
Post Only order would execute against the resting non-displayed order 
rather than re-price and post to the Order Book.
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    \23\ See IEX Rule 11.190(b)(20)(C)(``If not designated by the 
User to cancel, any untraded quantity of a Post Only order will be 
subject to display-price sliding as set forth in IEX Rule 
11.190(h)(1)'').
    \24\ See IEX Rule 11.210(a).
    \25\ See IEX Rule 1.160(u).
    \26\ See IEX Rule 1.160(u).
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    Based on informal feedback, IEX understands that Members who submit 
Post Only orders are typically employing a trading strategy that is 
contingent on them being able to be the provider of displayed 
liquidity. Consequently, they have expressed a preference that orders 
with a Post Only modifier remove liquidity as infrequently as possible 
(e.g., the order described above would re-price or cancel if it would 
lock the Protected Quotation of any external market). Based on this 
feedback, IEX is now proposing to change its Post Only rule in a manner 
consistent with Members' preferences that will continue to incentive 
Members to provide displayed liquidity to the market and thereby 
contribute to public price discovery in a manner that is consistent 
with the Act.
    Specifically, IEX proposes to amend IEX Rule 11.190(b)(20) by 
adding a new subparagraph (C) which will read in full:

    If not designated by the User to cancel, a Post Only order that, 
at time of entry, would lock or cross a Protected Quotation of an 
external market will be ranked and displayed by the System at one 
(1) MPV below the current NBO (for bids) or one (1) MPV above the 
current NBB (for offers).\27\
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    \27\ See proposed IEX Rule 11.190(b)(20)(C).

    Under this proposed rule change, Post Only orders will continue to 
execute on

[[Page 59607]]

entry as the liquidity adding order if they lock a resting non-
displayed order with a Trade Now instruction so long as the Post Only 
order does not also lock a Protected Quotation of an external market. 
Applying this rule change to the above example, if the NBBO for a 
security is $10.10 x $10.20, an incoming Post Only order to buy with a 
limit price of $10.20 that would lock the Protected Quotation of an 
external market would be re-priced to $10.19 (unless designated to 
cancel). However, if IEX also had a non-displayed order to sell at 
$10.19 with a Trade Now instruction resting on its Order Book, the 
incoming Post Only order would execute against the resting non-
displayed order at $10.19 and not post to the Order Book.
    IEX also proposes to renumber the current subparagraphs (C)-(F) of 
IEX Rule 11.190(b)(20) to be subparagraphs (D)-(G).
    IEX also notes that this proposed change to Post Only order 
functionality is consistent with how similar order types are handled by 
other exchanges. For example, the Nasdaq Stock Market LLC (``Nasdaq''), 
handles incoming post only orders that would lock or cross a Protected 
Quotation in the same manner as IEX now proposes to handle them; 
specifically, it would either cancel or re-price (depending on the 
order's instructions) the order to one MPV lower (higher) than the NBO 
(NBB) for bids (offers).\28\ And the New York Stock Exchange 
(``NYSE''), would either cancel or re-price (depending on the order's 
instructions) an incoming post only orders (called an ``ALO Order'') 
that would lock or cross a Protected Quotation to a price that is one 
MPV lower (higher) than the NBO (NBB) for bids (offers).\29\
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    \28\ See Nasdaq Equity 4, Rule 4702(b)(4)(A).
    \29\ See NYSE Rule 7.31(e)(2)(B)(ii). NYSE would re-price the 
``display price'' but not the ``working price'' which in this 
context is analogous to how IEX will retain the order's limit price 
even after it is re-priced.
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Implementation

    The Exchange will announce the implementation date of the proposed 
changes by Trader Alert at least ten days in advance of such 
implementation date and within 90 days of effectiveness of this 
proposed rule change.
2. Statutory Basis
    The Exchange believes that the proposed rule change is consistent 
with Section 6(b) of the Act,\30\ in general, and furthers the 
objectives of Section 6(b)(5),\31\ in particular, in that it is 
designed to prevent fraudulent and manipulative acts and practices, to 
promote just and equitable principles of trade, to foster cooperation 
and coordination with persons engaged in facilitating transactions in 
securities, and to remove impediments to and perfect the mechanism of a 
free and open market and a national market system, and, in general, to 
protect investors and the public interest.
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    \30\ 15 U.S.C. 78f(b).
    \31\ 15 U.S.C. 78f(b)(5).
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    Specifically, the Exchange believes that the proposed rule change 
is consistent with the public interest and protection of investors as 
it would better align IEX's Post Only order type handling with Members' 
preferences in a manner that will encourage Members to submit more Post 
Only orders to the exchange, thereby removing impediments to and 
perfecting the mechanism of a free and open market.
    Additionally, the Exchange believes that the proposed rule change 
is consistent with the protection of investors and the public interest, 
because it is designed to encourage Members to add displayed liquidity 
on the Exchange. As discussed above, this proposed rule change would 
better align IEX's Post Only order functionality with the expectations 
and trading strategies of IEX's Members seeking to add liquidity to the 
Exchange. This in turn is designed to encourage the posting of more 
displayed liquidity on the Exchange, and to the extent that such an 
incentive is successful in increasing the overall liquidity pool 
available at IEX, all market participants, including takers of 
liquidity, will benefit. Thus, IEX believes this proposal supports the 
purposes of the Act to remove impediments to and perfect the mechanism 
of a free and open market and a national market system, and in general, 
to protect investors and the public interest.
    In addition, as noted in the Purpose section, this proposed rule 
change would align IEX's Post Only order functionality with that of 
Nasdaq and NYSE.\32\ Thus, IEX does not believe that the proposed 
change raises any new or novel material issues that have not already 
been considered by the Commission in connection with existing order 
types offered by other national securities exchanges, which supports 
the purposes of the Act to remove impediments to and perfect the 
mechanism of a free and open market and a national market system, and 
in general, to protect investors and the public interest.
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    \32\ See supra notes 28 and 29.
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B. Self-Regulatory Organization's Statement on Burden on Competition

    The Exchange does not believe that the proposed rule change will 
impose any burden on competition that is not necessary or appropriate 
in furtherance of the purposes of the Act.
    The Exchange does not believe that the proposed rule change will 
impose any burden on intermarket competition that is not necessary or 
appropriate in furtherance of the purposes of the Act. To the contrary, 
the proposal is designed to enhance IEX's competitiveness with other 
markets by further incentivizing the posting of displayed liquidity on 
the Exchange. As noted above, the Exchange believes the proposed rule 
change would generally align order handling on IEX with trading 
functionality on other equity exchanges and thus would promote 
competition among exchanges by offering Members similar functionality 
and order handling to those available on other exchanges. The Exchange 
also believes that, to the extent the proposed change would increase 
opportunities for the posting of displayed orders to IEX's Order Book, 
the proposed change would promote competition by making the Exchange a 
more attractive venue for order flow and enhance market quality for all 
market participants. Moreover, competing exchanges have adopted and can 
continue to adopt the same functionality contained in this proposal, 
subject to the SEC rule change process, as discussed in the Purpose 
section.
    The Exchange also does not believe that the proposed rule change 
will impose any burden on intramarket competition that is not necessary 
or appropriate in furtherance of the purposes of the Act. All Members 
are eligible to submit Post Only orders. Moreover, the proposal would 
provide potential benefits to all Members to the extent that allowing 
Post Only orders incentivizes the provision of more displayed liquidity 
on IEX.

C. Self-Regulatory Organization's Statement on Comments on the Proposed 
Rule Change Received From Members, Participants, or Others

    Written comments were neither solicited nor received.

III. Date of Effectiveness of the Proposed Rule Change and Timing for 
Commission Action

    The Exchange has designated this rule filing as non-controversial 
under Section 19(b)(3)(A) \33\ of the Act and

[[Page 59608]]

Rule 19b-4(f)(6) \34\ thereunder. Because the proposed rule change does 
not: (i) significantly affect the protection of investors or the public 
interest; (ii) impose any significant burden on competition; and (iii) 
become operative for 30 days from the date on which it was filed, or 
such shorter time as the Commission may designate, it has become 
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6) thereunder.
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    \33\ 15 U.S.C. 78s(b)(3)(A).
    \34\ 17 CFR 240.19b-4(f)(6).
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    The Exchange believes that the proposed rule change meets the 
criteria of subparagraph (f)(6) of Rule 19b-4 \35\ because it would not 
significantly affect the protection of investors or the public 
interest. Rather, the proposed rule change neither significantly 
affects the protection of investors or the public interest, nor does it 
impose any burden on competition because it would merely adjust the 
functionality of Post Only orders so that it better aligns with the 
functionality with how Post Only orders work on other exchanges such as 
Nasdaq and NYSE, as discussed in the Purpose and Statutory Basis 
sections, and does not raise any new or novel material issues that have 
not already been considered by the Commission. Accordingly, IEX has 
designated this rule filing as non-controversial under Section 
19(b)(3)(A) of the Act \36\ and paragraph (f)(6) of Rule 19b-4 
thereunder.\37\
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    \35\ 17 CFR 240.19b-4(f)(6).
    \36\ 15 U.S.C. 78s(b)(3)(A).
    \37\ 17 CFR 240.19b-4(f)(6).
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    At any time within 60 days of the filing of the proposed rule 
change, the Commission summarily may temporarily suspend such rule 
change if it appears to the Commission that such action is necessary or 
appropriate in the public interest, for the protection of investors, or 
otherwise in furtherance of the purposes of the Act. If the Commission 
takes such action, the Commission shall institute proceedings under 
Section 19(b)(2)(B) \38\ of the Act to determine whether the proposed 
rule change should be approved or disapproved.
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    \38\ 15 U.S.C. 78s(b)(2)(B).
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IV. Solicitation of Comments

    Interested persons are invited to submit written data, views and 
arguments concerning the foregoing, including whether the proposed rule 
change is consistent with the Act. Comments may be submitted by any of 
the following methods:

Electronic Comments

    <bullet> Use the Commission's internet comment form (<a href="https://www.sec.gov/rules/sro.shtml">https://www.sec.gov/rules/sro.shtml</a>); or
    <bullet> Send an email to <a href="/cdn-cgi/l/email-protection#bbc9ced7de96d8d4d6d6ded5cfc8fbc8ded895dcd4cd"><span class="__cf_email__" data-cfemail="4331362f266e202c2e2e262d3730033026206d242c35">[email&#160;protected]</span></a>. Please include 
file number SR-IEX-2025-35 on the subject line.

Paper Comments

    <bullet> Send paper comments in triplicate to Secretary, Securities 
and Exchange Commission, 100 F Street NE, Washington, DC 20549-1090.

All submissions should refer to file number SR-IEX-2025-35. This file 
number should be included on the subject line if email is used. To help 
the Commission process and review your comments more efficiently, 
please use only one method. The Commission will post all comments on 
the Commission's internet website (<a href="https://www.sec.gov/rules/sro.shtml">https://www.sec.gov/rules/sro.shtml</a>). Copies of the filing will be available for inspection and 
copying at the principal office of the Exchange. Do not include 
personal identifiable information in submissions; you should submit 
only information that you wish to make available publicly. We may 
redact in part or withhold entirely from publication submitted material 
that is obscene or subject to copyright protection.
    All submissions should refer to file number SR-IEX-2025-35 and 
should be submitted on or before January 9, 2026.

    For the Commission, by the Division of Trading and Markets, 
pursuant to delegated authority.\39\
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    \39\ 17 CFR 200.30-3(a)(12).
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Sherry R. Haywood,
Assistant Secretary.
[FR Doc. 2025-23332 Filed 12-18-25; 8:45 am]
BILLING CODE 8011-01-P


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Indexed from Federal Register on December 19, 2025.

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