$46.56

+0.41 (+0.89%)

Weekly Expected Move ±2.3%

$44 $45 $46 $47 $48

ETF AMEX · AUM $25.9B

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

Institutional Ownership — CGGR

687

Institutional Holders

+37 vs prior quarter

0.0%

Ownership

+0.00pp

19B

Total Invested

New Positions

369

Increased

166

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (724 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	59,907,998	2.8B	+7,346,421	+14.0%	17Q	SEC ↗
2	MORGAN STANLEY	32,389,025	1.5B	+2,646,518	+8.9%	15Q	SEC ↗
3	Capital Group Private Client Services,	28,132,325	1.3B	+974,251	+3.6%	18Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	17,573,566	818M	+1,813,794	+11.5%	15Q	SEC ↗
5	ENVESTNET ASSET MANAGEMENT INC	16,561,408	771M	+1,224,946	+8.0%	18Q	SEC ↗
6	RAYMOND JAMES FINANCIAL INC	16,206,980	755M	+2,089,569	+14.8%	7Q	SEC ↗
7	BANK OF AMERICA CORP /DE	14,478,055	674M	+284,219	+2.0%	13Q	SEC ↗
8	COMMONWEALTH EQUITY SERVICES, LLC	13,948,665	649M	+396,101	+2.9%	18Q	SEC ↗
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	13,105,474	610M	+158,468	+1.2%	17Q	SEC ↗
10	JONES FINANCIAL COMPANIES LLLP	11,551,154	538M	+1,940,647	+20.2%	12Q	SEC ↗
11	Cetera Investment Advisers	10,594,267	493M	+793,340	+8.1%	16Q	SEC ↗
12	OSAIC HOLDINGS, INC.	9,164,905	427M	+1,455,967	+18.9%	18Q	SEC ↗
13	ROYAL BANK OF CANADA	8,268,130	385M	-159,930	-1.9%	17Q	SEC ↗
14	SUSQUEHANNA INTERNATIONAL GROUP, LLP	5,918,375	276M	+5,080,998	+606.8%	2Q	SEC ↗
15	Forge Financial Services LLC	5,516,760	257M	+122,112	+2.3%	7Q	SEC ↗
16	UBS Group AG	5,452,603	254M	+11,640	+0.2%	17Q	SEC ↗
17	Cambridge Investment Research Advisors	5,096,748	237M	+538,935	+11.8%	18Q	SEC ↗
18	MML INVESTORS SERVICES, LLC	4,179,335	195M	+966,763	+30.1%	18Q	SEC ↗
19	Kestra Advisory Services, LLC	4,018,181	187M	+996,758	+33.0%	18Q	SEC ↗
20	STIFEL FINANCIAL CORP	2,911,584	136M	+477,680	+19.6%	17Q	SEC ↗
21	Advance Capital Management, Inc.	2,846,782	133M	-13,366	-0.5%	11Q	SEC ↗
22	Kestra Investment Management, LLC	2,824,513	132M	-987,243	-25.9%	9Q	SEC ↗
23	BENJAMIN EDWARDS INC	2,733,600	127M	+98,824	+3.8%	8Q	SEC ↗
24	JPMORGAN CHASE & CO	2,602,111	121M	-546,561	-17.4%	11Q	SEC ↗
25	&PARTNERS	2,262,117	105M	+22,663	+1.0%	15Q	SEC ↗
26	SIGNATURE ESTATE & INVESTMENT ADVISORS	2,228,768	104M	-262,614	-10.5%	15Q	SEC ↗
27	Baird Financial Group, Inc.	2,187,427	102M	+188,068	+9.4%	16Q	SEC ↗
28	Private Advisor Group, LLC	2,055,511	96M	-37,675	-1.8%	17Q	SEC ↗
29	SEI INVESTMENTS CO	2,022,745	94M	+185,931	+10.1%	9Q	SEC ↗
30	CWM, LLC	2,002,105	93M	-253,232	-11.2%	12Q	SEC ↗
31	WNY Asset Management, LLC	1,986,506	92M	+181,536	+10.1%	2Q	SEC ↗
32	Merit Financial Group, LLC	1,930,814	90M	+20,243	+1.1%	16Q	SEC ↗
33	Valmark Advisers, Inc.	1,728,825	80M	+105,763	+6.5%	17Q	SEC ↗
34	NewEdge Advisors, LLC	1,604,940	75M	+95,388	+6.3%	17Q	SEC ↗
35	New England Capital Financial Advisors	1,531,893	71M	+138,256	+9.9%	15Q	SEC ↗
36	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,444,828	67M	+44,150	+3.2%	12Q	SEC ↗
37	JSF Financial, LLC	1,439,179	67M	+375,379	+35.3%	7Q	SEC ↗
38	Johnson Bixby & Associates, LLC	1,430,786	67M	+6,667	+0.5%	11Q	SEC ↗
39	Janney Montgomery Scott LLC	1,412,527	66M	+196,847	+16.2%	17Q	SEC ↗
40	Prospera Financial Services Inc	1,405,335	65M	-35,043	-2.4%	15Q	SEC ↗
41	GREAT VALLEY ADVISOR GROUP, INC.	1,396,166	65M	+71,647	+5.4%	9Q	SEC ↗
42	Confluence Wealth Services, Inc.	1,340,317	62M	+177,267	+15.2%	18Q	SEC ↗
43	Aprio Wealth Management, LLC	1,340,131	62M	-113,222	-7.8%	4Q	SEC ↗
44	Rockefeller Capital Management L.P.	1,324,736	62M	-65,184	-4.7%	12Q	SEC ↗
45	CAPTRUST FINANCIAL ADVISORS	1,316,937	61M	+5,077	+0.4%	14Q	SEC ↗
46	Concurrent Investment Advisors, LLC	1,116,891	52M	+104,830	+10.4%	9Q	SEC ↗
47	ADAMSBROWN WEALTH CONSULTANTS LLC	1,113,600	52M	+35,828	+3.3%	17Q	SEC ↗
48	Summit Investment Advisory Services, L	934,072	43M	+3,953	+0.4%	8Q	SEC ↗
49	HARBOUR INVESTMENTS, INC.	925,166	43M	+50,758	+5.8%	17Q	SEC ↗
50	AA Financial Advisors, LLC	889,658	41M	+156,174	+21.3%	11Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Global Retirement Partners, LLC	885,322	41M
BESSEMER GROUP INC	618,015	29M
Panoramic Capital Partners, LLC	284,658	13M
QUANTUM FINANCIAL PARTNERS LLC	247,649	12M
Waverly Advisors, LLC	227,039	11M
HSBC HOLDINGS PLC	222,317	10M
McCarthy Asset Management, Inc.	214,639	10M
Fulton Bank, N.A.	208,231	10M
AXXCESS WEALTH MANAGEMENT, LLC	177,670	8M
Equity Wealth Partners, LLC	168,796	8M
IFG Advisory, LLC	153,394	7M
LANGLEY WEALTH MANAGEMENT, LLC	140,494	7M
PEAPACK GLADSTONE FINANCIAL CORP	94,671	4M
Elequin Capital, LP	91,935	4M
FLOW TRADERS U.S. LLC	81,717	4M
LeClair Wealth Partners LLC	78,654	4M
KELLEHER FINANCIAL ADVISORS	74,082	3M
Diversify Advisory Services, LLC	68,294	3M
D. E. Shaw & Co., Inc.	53,698	3M
Harborfront Financial Group LLC	31,686	1M

Sold Out (20)

Holder	Prev Shares	Prev Value
Independent Advisor Alliance	2,196,342	102M
NATIONAL BANK OF CANADA /FI	800,000	37M
OLD NATIONAL BANCORP /IN	443,655	21M
Strategic Equity Management	240,497	11M
Qube Research & Technologies Ltd	206,516	10M
MARSHALL INVESTMENT MANAGEMENT, LLC	194,848	9M
WJ Wealth Management, LLC	150,615	7M
Boulder Wealth Advisors, LLC	143,890	7M
MONEYWISE, INC.	112,986	5M
GOLDMAN SACHS GROUP INC	105,956	5M
TrueWealth Financial Partners	86,835	4M
TWO SIGMA INVESTMENTS, LP	81,700	4M
Accent Capital Management, LLC	70,645	3M
CITADEL ADVISORS LLC	48,875	2M
Richmond Investment Services, LLC	44,977	2M
WIN ADVISORS, INC	41,773	2M
Strategic Financial Concepts, LLC	40,578	2M
Lifeworks Advisors, LLC	35,481	2M
Canandaigua National Trust Co of Fl	32,960	2M
HRT FINANCIAL LP	30,462	1M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+7,346,421	+14.0%	59,907,998
SUSQUEHANNA INTERNATIONAL GROUP, LL	+5,080,998	+606.8%	5,918,375
MORGAN STANLEY	+2,646,518	+8.9%	32,389,025
RAYMOND JAMES FINANCIAL INC	+2,089,569	+14.8%	16,206,980
JONES FINANCIAL COMPANIES LLLP	+1,940,647	+20.2%	11,551,154
WELLS FARGO & COMPANY/MN	+1,813,794	+11.5%	17,573,566
OSAIC HOLDINGS, INC.	+1,455,967	+18.9%	9,164,905
ENVESTNET ASSET MANAGEMENT INC	+1,224,946	+8.0%	16,561,408
Kestra Advisory Services, LLC	+996,758	+33.0%	4,018,181
Capital Group Private Client Servic	+974,251	+3.6%	28,132,325
MML INVESTORS SERVICES, LLC	+966,763	+30.1%	4,179,335
Cetera Investment Advisers	+793,340	+8.1%	10,594,267
Cambridge Investment Research Advis	+538,935	+11.8%	5,096,748
Ameritas Advisory Services, LLC	+489,207	+456.9%	596,270
STIFEL FINANCIAL CORP	+477,680	+19.6%	2,911,584
COMMONWEALTH EQUITY SERVICES, LLC	+396,101	+2.9%	13,948,665
Savant Capital, LLC	+391,270	+5185.1%	398,816
JSF Financial, LLC	+375,379	+35.3%	1,439,179
BANK OF AMERICA CORP /DE	+284,219	+2.0%	14,478,055
Focus Partners Wealth	+277,556	+46.1%	879,733

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Kestra Investment Management, LLC	-987,243	-25.9%	2,824,513
JPMORGAN CHASE & CO	-546,561	-17.4%	2,602,111
SIGNATURE ESTATE & INVESTMENT ADVIS	-262,614	-10.5%	2,228,768
CWM, LLC	-253,232	-11.2%	2,002,105
Mariner, LLC	-231,439	-62.3%	139,778
ROYAL BANK OF CANADA	-159,930	-1.9%	8,268,130
KESTRA PRIVATE WEALTH SERVICES, LLC	-120,368	-25.4%	352,779
Mutual Advisors, LLC	-113,404	-22.1%	399,796
Aprio Wealth Management, LLC	-113,222	-7.8%	1,340,131
Gateway Wealth Partners, LLC	-106,732	-42.9%	142,181
D.A. DAVIDSON & CO.	-96,902	-10.7%	808,798
Equitable Holdings, Inc.	-92,457	-9.4%	888,354
BEACON FINANCIAL GROUP	-67,096	-27.2%	179,197
Rockefeller Capital Management L.P.	-65,184	-4.7%	1,324,736
Merited Wealth, LLC	-56,635	-72.0%	22,074
Sanctuary Advisors, LLC	-50,888	-9.6%	480,715
Colonial River Investments, LLC	-47,098	-53.7%	40,663
Entruity Wealth, LLC	-44,616	-41.4%	63,164
AMERIPRISE FINANCIAL INC	-44,409	-18.9%	191,144
SG Americas Securities, LLC	-43,300	-39.1%	67,400

CGGR Institutional Ownership

Institutional Ownership — CGGR

Ownership Trends

Top Institutional Holders (724 total)

Recent Activity

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