BGIG Institutional Ownership
Bahl & Gaynor Income Growth ETF
1W: -0.7%
1M: -3.0%
3M: -1.8%
YTD: +9.3%
1Y: +9.7%
3Y: +55.7%
$35.42
+0.18 (+0.51%)
Weekly Expected Move ±1.0%
$35
$35
$35
$36
$36
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — BGIG
105
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
27
New Positions
36
Increased
29
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (111 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 12,470,334 | 442M | +9,106,808 | +270.8% | 5Q | SEC ↗ |
| 2 | MORGAN STANLEY | 7,827,274 | 277M | +3,266,231 | +71.6% | 6Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 1,278,989 | 45M | +677,637 | +112.7% | 7Q | SEC ↗ |
| 4 | UBS Group AG NEW | 1,117,145 | 40M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 922,930 | 33M | +59,328 | +6.9% | 6Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 741,400 | 26M | +15,836 | +2.2% | 8Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 610,386 | 22M | +112,074 | +22.5% | 5Q | SEC ↗ |
| 8 | LPL Financial LLC | 570,340 | 20M | -1,431 | -0.3% | 2Q | SEC ↗ |
| 9 | Prime Capital Investment Advisors, LLC | 522,151 | 18M | -5,045 | -1.0% | 10Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 434,685 | 15M | +424,672 | +4241.2% | 3Q | SEC ↗ |
| 11 | TRUIST FINANCIAL CORP | 421,298 | 15M | -16,099 | -3.7% | 5Q | SEC ↗ |
| 12 | Quantinno Capital Management LP NEW | 381,239 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Sanctuary Advisors, LLC | 191,680 | 7M | -1,791 | -0.9% | 5Q | SEC ↗ |
| 14 | Corient Private Wealth LP | 161,610 | 6M | -30,733 | -16.0% | 2Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 137,368 | 5M | +72,053 | +110.3% | 5Q | SEC ↗ |
| 16 | Avidian Wealth Enterprises, LLC | 132,372 | 5M | -14,459 | -9.8% | 7Q | SEC ↗ |
| 17 | US BANCORP \DE | 119,446 | 4M | -597 | -0.5% | 12Q | SEC ↗ |
| 18 | U.S. Capital Wealth Advisors, LLC | 108,574 | 4M | +2,458 | +2.3% | 2Q | SEC ↗ |
| 19 | Arax Advisory Partners | 107,486 | 4M | +106,885 | +17784.5% | 2Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 106,299 | 4M | +16,115 | +17.9% | 5Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 88,582 | 3M | +37,740 | +74.2% | 5Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 81,767 | 3M | -1,741 | -2.1% | 5Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 77,498 | 3M | +66,832 | +626.6% | 2Q | SEC ↗ |
| 24 | TCFG Investment Advisors, LLC NEW | 75,567 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Cetera Investment Advisers NEW | 75,331 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 26 | MGO ONE SEVEN LLC NEW | 65,525 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Gryphon Financial Partners LLC | 61,547 | 2M | -30 | -0.0% | 2Q | SEC ↗ |
| 28 | D.A. DAVIDSON & CO. | 60,472 | 2M | +10,994 | +22.2% | 2Q | SEC ↗ |
| 29 | Steward Partners Investment Advisory, | 56,225 | 2M | +53,386 | +1880.5% | 2Q | SEC ↗ |
| 30 | Heritage Wealth Management, Inc. | 54,002 | 2M | +1,002 | +1.9% | 9Q | SEC ↗ |
| 31 | FIFTH THIRD BANCORP | 52,797 | 2M | +11,365 | +27.4% | 2Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC | 52,244 | 2M | +45,022 | +623.4% | 2Q | SEC ↗ |
| 33 | Centric Wealth Management | 50,163 | 2M | — | +0.0% | 6Q | SEC ↗ |
| 34 | KESTRA PRIVATE WEALTH SERVICES, LLC | 49,927 | 2M | -8,811 | -15.0% | 2Q | SEC ↗ |
| 35 | Main Street Financial Solutions, LLC | 48,795 | 2M | +639 | +1.3% | 2Q | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 44,833 | 2M | +36,873 | +463.2% | 2Q | SEC ↗ |
| 37 | CAPTRUST FINANCIAL ADVISORS | 39,850 | 1M | +305 | +0.8% | 2Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 39,233 | 1M | -3,082 | -7.3% | 2Q | SEC ↗ |
| 39 | Marble Wealth, LLC | 31,573 | 1M | -109 | -0.3% | 2Q | SEC ↗ |
| 40 | Janney Montgomery Scott LLC | 28,334 | 1M | +289 | +1.0% | 2Q | SEC ↗ |
| 41 | Intrua Financial, LLC NEW | 27,313 | 967K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Well Done, LLC NEW | 26,020 | 922K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Moors & Cabot, Inc. NEW | 25,947 | 919K | — | +0.0% | 1Q | SEC ↗ |
| 44 | N.E.W. Advisory Services LLC | 25,184 | 892K | +45 | +0.2% | 2Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 22,585 | 800K | -3,321 | -12.8% | 2Q | SEC ↗ |
| 46 | Haverford Trust Co | 21,982 | 779K | -2,091 | -8.7% | 2Q | SEC ↗ |
| 47 | HB Wealth Management, LLC | 17,674 | 626K | +7,801 | +79.0% | 2Q | SEC ↗ |
| 48 | Arkadios Wealth Advisors | 17,156 | 608K | -6,516 | -27.5% | 2Q | SEC ↗ |
| 49 | &PARTNERS | 16,607 | 588K | +49 | +0.3% | 2Q | SEC ↗ |
| 50 | Stratos Wealth Partners, LTD. | 15,412 | 546K | -1,263 | -7.6% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 1,117,145 | 40M |
| Quantinno Capital Management LP | 381,239 | 14M |
| TCFG Investment Advisors, LLC | 75,567 | 3M |
| Cetera Investment Advisers | 75,331 | 3M |
| MGO ONE SEVEN LLC | 65,525 | 2M |
| Intrua Financial, LLC | 27,313 | 967K |
| Well Done, LLC | 26,020 | 922K |
| Moors & Cabot, Inc. | 25,947 | 919K |
| Bank of New York Mellon Corp | 15,118 | 535K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11,625 | 412K |
| TruNorth Capital Management, LLC | 11,186 | 396K |
| LBMC INVESTMENT ADVISORS, LLC | 10,998 | 390K |
| Prospera Financial Services Inc | 8,994 | 319K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 8,155 | 289K |
| Northern Lights Advisors, Inc. | 7,841 | 278K |
| CWM, LLC | 7,298 | 258K |
| Snowden Capital Advisors LLC | 7,119 | 252K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,989 | 106K |
| AE Wealth Management LLC | 2,757 | 98K |
| Integrated Wealth Concepts LLC | 2,309 | 82K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 14,280 | 506K |
| B. Riley Wealth Advisors, Inc. | 10,400 | 368K |
| LCNB CORP | 7,000 | 248K |
| Kestra Advisory Services, LLC | 3,000 | 106K |
| Advisory Services Network, LLC | 1,082 | 38K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 414 | 15K |
| HARBOUR INVESTMENTS, INC. | 258 | 9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +9,106,808 | +270.8% | 12,470,334 |
| MORGAN STANLEY | +3,266,231 | +71.6% | 7,827,274 |
| RAYMOND JAMES FINANCIAL INC | +677,637 | +112.7% | 1,278,989 |
| ROYAL BANK OF CANADA | +424,672 | +4241.2% | 434,685 |
| WELLS FARGO & COMPANY/MN | +112,074 | +22.5% | 610,386 |
| Arax Advisory Partners | +106,885 | +17784.5% | 107,486 |
| HighTower Advisors, LLC | +72,053 | +110.3% | 137,368 |
| GOLDMAN SACHS GROUP INC | +66,832 | +626.6% | 77,498 |
| Rockefeller Capital Management L.P. | +59,328 | +6.9% | 922,930 |
| Steward Partners Investment Advisor | +53,386 | +1880.5% | 56,225 |
| CITADEL ADVISORS LLC | +45,022 | +623.4% | 52,244 |
| STIFEL FINANCIAL CORP | +37,740 | +74.2% | 88,582 |
| Baird Financial Group, Inc. | +36,873 | +463.2% | 44,833 |
| MML INVESTORS SERVICES, LLC | +16,115 | +17.9% | 106,299 |
| ENVESTNET ASSET MANAGEMENT INC | +15,836 | +2.2% | 741,400 |
| FIFTH THIRD BANCORP | +11,365 | +27.4% | 52,797 |
| D.A. DAVIDSON & CO. | +10,994 | +22.2% | 60,472 |
| JPMORGAN CHASE & CO | +9,419 | +368.8% | 11,973 |
| OSAIC HOLDINGS, INC. | +7,993 | +117.7% | 14,782 |
| HB Wealth Management, LLC | +7,801 | +79.0% | 17,674 |