$37.09

+0.30 (+0.82%)

Weekly Expected Move ±1.2%

$36 $37 $37 $38 $38

ETF AMEX · AUM $5.0B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — CGDG

298

Institutional Holders

+13 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

170

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (315 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Capital International Investors	18,119,994	672M	+844,098	+4.9%	12Q	SEC ↗
2	LPL Financial LLC	12,877,932	478M	+1,488,564	+13.1%	10Q	SEC ↗
3	ENVESTNET ASSET MANAGEMENT INC	12,307,351	456M	+1,546,549	+14.4%	11Q	SEC ↗
4	Capital Group Private Client Services,	6,193,883	230M	+256,365	+4.3%	11Q	SEC ↗
5	WELLS FARGO & COMPANY/MN	5,843,795	217M	+1,429,574	+32.4%	9Q	SEC ↗
6	RAYMOND JAMES FINANCIAL INC	5,138,553	191M	+39,152	+0.8%	7Q	SEC ↗
7	Cetera Investment Advisers	4,206,692	156M	+336,243	+8.7%	10Q	SEC ↗
8	MORGAN STANLEY	3,945,234	146M	-101,983	-2.5%	10Q	SEC ↗
9	Confluence Wealth Services, Inc.	3,252,599	121M	+1,195,707	+58.1%	11Q	SEC ↗
10	ROYAL BANK OF CANADA	2,780,635	103M	+182,957	+7.0%	11Q	SEC ↗
11	COMMONWEALTH EQUITY SERVICES, LLC	2,569,037	95M	+237,041	+10.2%	11Q	SEC ↗
12	Valmark Advisers, Inc.	2,149,433	80M	+70,089	+3.4%	11Q	SEC ↗
13	MML INVESTORS SERVICES, LLC	2,008,472	74M	+462,869	+29.9%	11Q	SEC ↗
14	JONES FINANCIAL COMPANIES LLLP	1,904,509	71M	+353,435	+22.8%	8Q	SEC ↗
15	Cambridge Investment Research Advisors	1,652,776	61M	+65,554	+4.1%	11Q	SEC ↗
16	SEI INVESTMENTS CO	1,519,511	56M	+331,320	+27.9%	6Q	SEC ↗
17	OSAIC HOLDINGS, INC.	1,451,076	54M	+248,702	+20.7%	11Q	SEC ↗
18	UBS Group AG	1,247,482	46M	+117,471	+10.4%	8Q	SEC ↗
19	BENJAMIN EDWARDS INC	1,193,341	44M	+269,024	+29.1%	8Q	SEC ↗
20	STIFEL FINANCIAL CORP	949,585	35M	+159,511	+20.2%	11Q	SEC ↗
21	Janney Montgomery Scott LLC	908,136	34M	+154,303	+20.5%	9Q	SEC ↗
22	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	807,269	30M	+7,981	+1.0%	10Q	SEC ↗
23	&PARTNERS	785,299	29M	+142,814	+22.2%	7Q	SEC ↗
24	J. Derek Lewis & Associates Inc.	760,192	28M	+84,027	+12.4%	3Q	SEC ↗
25	ROTHSCHILD INVESTMENT LLC	682,462	25M	+21,530	+3.3%	11Q	SEC ↗
26	ASSETMARK, INC	677,053	25M	+51,273	+8.2%	11Q	SEC ↗
27	Private Advisor Group, LLC	668,071	25M	-158,421	-19.2%	10Q	SEC ↗
28	Compton Financial Group, LLC	642,179	24M	+342,856	+114.5%	3Q	SEC ↗
29	Vestmark Advisory Solutions, Inc.	571,601	21M	+22,974	+4.2%	8Q	SEC ↗
30	Onyx Bridge Wealth Group LLC	437,428	16M	+13,362	+3.2%	5Q	SEC ↗
31	Kestra Advisory Services, LLC	427,680	16M	+110,318	+34.8%	11Q	SEC ↗
32	TRUIST FINANCIAL CORP	402,980	15M	+57,063	+16.5%	8Q	SEC ↗
33	NewEdge Advisors, LLC	400,573	15M	+70,013	+21.2%	10Q	SEC ↗
34	Smartleaf Asset Management LLC	397,851	15M	—	+0.0%	8Q	SEC ↗
35	Integrated Wealth Concepts LLC	366,288	14M	+74,775	+25.7%	7Q	SEC ↗
36	WEALTH ENHANCEMENT ADVISORY SERVICES,	364,737	14M	+16,082	+4.6%	10Q	SEC ↗
37	HARBOUR INVESTMENTS, INC.	357,254	13M	-6,942	-1.9%	11Q	SEC ↗
38	RM Financial Services, LLC	319,974	12M	+12,334	+4.0%	3Q	SEC ↗
39	Boyer Financial Services, Inc.	316,839	12M	+19,670	+6.6%	3Q	SEC ↗
40	SWEENEY & MICHEL, LLC	282,222	10M	-3,905	-1.4%	6Q	SEC ↗
41	BANK OF AMERICA CORP /DE NEW	273,856	10M	—	+0.0%	1Q	SEC ↗
42	Orion Porfolio Solutions, LLC	269,282	10M	-6,771	-2.5%	8Q	SEC ↗
43	Cullen/Frost Bankers, Inc.	262,721	10M	+18,141	+7.4%	9Q	SEC ↗
44	CAPTRUST FINANCIAL ADVISORS	248,434	9M	+16,352	+7.0%	11Q	SEC ↗
45	Concurrent Investment Advisors, LLC	229,567	9M	+4,523	+2.0%	9Q	SEC ↗
46	Apollon Wealth Management, LLC	227,691	8M	+40,334	+21.5%	5Q	SEC ↗
47	Swisher Financial Concepts, Inc.	220,758	8M	-1,641	-0.7%	6Q	SEC ↗
48	Envestnet Portfolio Solutions, Inc.	218,709	8M	+31,673	+16.9%	9Q	SEC ↗
49	Arax Advisory Partners	218,224	8M	+210,201	+2620.0%	6Q	SEC ↗
50	Entruity Wealth, LLC	211,729	8M	-5,108	-2.4%	7Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
BANK OF AMERICA CORP /DE	273,856	10M
Elequin Capital, LP	93,703	3M
Global Retirement Partners, LLC	62,823	2M
J.W. COLE ADVISORS, INC.	44,239	2M
R2 Capital Strategies, LLC	36,592	1M
Diversify Advisory Services, LLC	20,396	756K
Vantus Wealth LLC	19,574	726K
IFG Advisory, LLC	18,142	673K
Savant Capital, LLC	17,924	665K
PUFF WEALTH MANAGEMENT, LLC	13,285	493K
Capital Investment Advisory Service	12,881	478K
LANGLEY WEALTH MANAGEMENT, LLC	9,861	366K
Professional Financial Advisors, LL	9,428	350K
StoneX Group Inc.	9,408	349K
Brookwood Investment Group LLC	9,157	340K
FLOW TRADERS U.S. LLC	8,980	333K
Keystone Financial Group	7,391	274K
BlackRock, Inc.	7,294	271K
TCFG Investment Advisors, LLC	6,444	239K
FLORIDA FINANCIAL ADVISORS, LLC	6,377	237K

Sold Out (20)

Holder	Prev Shares	Prev Value
FOURPATH CAPITAL MANAGEMENT, LLC	764,106	28M
SUSQUEHANNA INTERNATIONAL GROUP, LL	338,371	13M
Independent Advisor Alliance	116,581	4M
Quadrature Capital Ltd	61,948	2M
SFG Wealth Management, LLC.	47,951	2M
Qube Research & Technologies Ltd	25,847	959K
WealthSpring Partners, LLC	22,902	849K
LRI Investments, LLC	22,000	816K
RPS ADVISORY SOLUTIONS LLC	17,470	648K
INSIGNEO ADVISORY SERVICES, LLC	16,278	604K
RENAISSANCE TECHNOLOGIES LLC	16,200	601K
AE Wealth Management LLC	11,413	423K
CONTINENTAL INVESTORS SERVICES, INC	11,298	419K
FIRST TRUST ADVISORS LP	10,167	377K
Creative Planning	8,107	301K
Concorde Asset Management, LLC	7,944	295K
SARD WEALTH MANAGEMENT GROUP, LLC	7,896	293K
Advisory Services Network, LLC	4,674	173K
Vermillion & White Wealth Managemen	3,675	136K
Western Wealth Management, LLC	3,518	130K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
ENVESTNET ASSET MANAGEMENT INC	+1,546,549	+14.4%	12,307,351
LPL Financial LLC	+1,488,564	+13.1%	12,877,932
WELLS FARGO & COMPANY/MN	+1,429,574	+32.4%	5,843,795
Confluence Wealth Services, Inc.	+1,195,707	+58.1%	3,252,599
Capital International Investors	+844,098	+4.9%	18,119,994
MML INVESTORS SERVICES, LLC	+462,869	+29.9%	2,008,472
JONES FINANCIAL COMPANIES LLLP	+353,435	+22.8%	1,904,509
Compton Financial Group, LLC	+342,856	+114.5%	642,179
Cetera Investment Advisers	+336,243	+8.7%	4,206,692
SEI INVESTMENTS CO	+331,320	+27.9%	1,519,511
BENJAMIN EDWARDS INC	+269,024	+29.1%	1,193,341
Capital Group Private Client Servic	+256,365	+4.3%	6,193,883
OSAIC HOLDINGS, INC.	+248,702	+20.7%	1,451,076
COMMONWEALTH EQUITY SERVICES, LLC	+237,041	+10.2%	2,569,037
Arax Advisory Partners	+210,201	+2620.0%	218,224
ROYAL BANK OF CANADA	+182,957	+7.0%	2,780,635
STIFEL FINANCIAL CORP	+159,511	+20.2%	949,585
Janney Montgomery Scott LLC	+154,303	+20.5%	908,136
&PARTNERS	+142,814	+22.2%	785,299
UBS Group AG	+117,471	+10.4%	1,247,482

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JANE STREET GROUP, LLC	-1,096,826	-88.5%	142,014
CITADEL ADVISORS LLC	-393,923	-87.3%	57,395
Private Advisor Group, LLC	-158,421	-19.2%	668,071
MORGAN STANLEY	-101,983	-2.5%	3,945,234
Gateway Wealth Partners, LLC	-87,507	-32.4%	182,567
Arkadios Wealth Advisors	-83,240	-92.6%	6,631
Patriot Financial Group Insurance A	-66,075	-49.3%	68,073
Kingsview Wealth Management, LLC	-57,514	-27.9%	148,943
Merited Wealth, LLC	-52,262	-59.3%	35,846
Steward Partners Investment Advisor	-27,797	-16.3%	143,225
National Wealth Management Group, L	-21,949	-20.3%	86,138
Mariner, LLC	-17,512	-47.7%	19,177
Merit Financial Group, LLC	-8,270	-4.1%	193,720
Advance Capital Management, Inc.	-7,976	-3.8%	202,650
HARBOUR INVESTMENTS, INC.	-6,942	-1.9%	357,254
Orion Porfolio Solutions, LLC	-6,771	-2.5%	269,282
Entruity Wealth, LLC	-5,108	-2.4%	211,729
FOUNDERS FINANCIAL SECURITIES LLC	-3,951	-2.7%	144,349
SWEENEY & MICHEL, LLC	-3,905	-1.4%	282,222
BNB Wealth Management, LLC	-3,723	-3.0%	118,932

CGDG Institutional Ownership

Institutional Ownership — CGDG

Ownership Trends

Top Institutional Holders (315 total)

Recent Activity

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