$36.88

+0.47 (+1.29%)

Weekly Expected Move ±2.5%

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ETF AMEX · AUM $2.9B

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

Institutional Ownership — CGNG

261

Institutional Holders

+29 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

163

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (266 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	8,814,822	325M	+1,781,205	+25.3%	7Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	5,377,346	198M	+1,983,506	+58.4%	8Q	SEC ↗
3	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	4,074,362	150M	+920,568	+29.2%	5Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	3,880,847	143M	+2,328,952	+150.1%	7Q	SEC ↗
5	Capital Group Private Client Services,	3,657,623	135M	+462,690	+14.5%	9Q	SEC ↗
6	RAYMOND JAMES FINANCIAL INC	3,304,930	122M	+491,701	+17.5%	7Q	SEC ↗
7	Cetera Investment Advisers	2,875,984	106M	+475,889	+19.8%	7Q	SEC ↗
8	BENJAMIN EDWARDS INC	1,578,663	58M	+237,296	+17.7%	8Q	SEC ↗
9	BANK OF AMERICA CORP /DE	1,481,536	55M	+178,745	+13.7%	4Q	SEC ↗
10	Bank of New York Mellon Corp	1,120,083	41M	+72,073	+6.9%	4Q	SEC ↗
11	COMMONWEALTH EQUITY SERVICES, LLC	1,076,909	40M	+245,973	+29.6%	8Q	SEC ↗
12	OSAIC HOLDINGS, INC.	1,065,080	39M	+289,674	+37.4%	8Q	SEC ↗
13	MML INVESTORS SERVICES, LLC	956,911	35M	+372,446	+63.7%	8Q	SEC ↗
14	JONES FINANCIAL COMPANIES LLLP	926,273	34M	+351,707	+61.2%	6Q	SEC ↗
15	NewEdge Advisors, LLC	795,666	29M	+76,473	+10.6%	5Q	SEC ↗
16	STIFEL FINANCIAL CORP	769,367	28M	+359,422	+87.7%	6Q	SEC ↗
17	ROYAL BANK OF CANADA	751,258	28M	+138,435	+22.6%	8Q	SEC ↗
18	CAPTRUST FINANCIAL ADVISORS	722,533	27M	+7,311	+1.0%	8Q	SEC ↗
19	UBS Group AG	669,558	25M	+112,879	+20.3%	4Q	SEC ↗
20	Confluence Wealth Services, Inc.	663,785	24M	+150,877	+29.4%	8Q	SEC ↗
21	Garrett Wealth Advisory Group, LLC	628,204	23M	+26,478	+4.4%	5Q	SEC ↗
22	ASSETMARK, INC	621,294	23M	+195,412	+45.9%	5Q	SEC ↗
23	Waverly Advisors, LLC	558,863	21M	-323	-0.1%	4Q	SEC ↗
24	Merit Financial Group, LLC	557,268	21M	+27,545	+5.2%	6Q	SEC ↗
25	Capital Analysts, LLC	519,389	19M	+77,730	+17.6%	7Q	SEC ↗
26	PETREDIS INVESTMENT ADVISORS LLC	513,997	19M	+12,694	+2.5%	5Q	SEC ↗
27	Baird Financial Group, Inc.	508,549	19M	+119,487	+30.7%	7Q	SEC ↗
28	Johnson Bixby & Associates, LLC	499,265	18M	+17,146	+3.6%	8Q	SEC ↗
29	Janney Montgomery Scott LLC NEW	484,885	18M	—	+0.0%	1Q	SEC ↗
30	Presper Financial Architects, LLC	473,897	17M	+202	+0.0%	2Q	SEC ↗
31	&PARTNERS	461,393	17M	+170,887	+58.8%	7Q	SEC ↗
32	Cambridge Investment Research Advisors	400,252	15M	+16,210	+4.2%	8Q	SEC ↗
33	Private Advisor Group, LLC	364,909	13M	+36,048	+11.0%	7Q	SEC ↗
34	WEALTH ENHANCEMENT ADVISORY SERVICES,	337,820	12M	-79,317	-19.0%	8Q	SEC ↗
35	Beacon Pointe Advisors, LLC	309,207	11M	+2,897	+0.9%	5Q	SEC ↗
36	Concurrent Investment Advisors, LLC	307,935	11M	+59,861	+24.1%	6Q	SEC ↗
37	Rockefeller Capital Management L.P.	305,557	11M	+52,347	+20.7%	3Q	SEC ↗
38	HighTower Advisors, LLC	300,495	11M	+202,541	+206.8%	2Q	SEC ↗
39	SilverOak Wealth Management LLC	300,157	11M	+2,609	+0.9%	4Q	SEC ↗
40	Compton Financial Group, LLC	288,762	11M	+202,952	+236.5%	2Q	SEC ↗
41	Quadcap Wealth Management, LLC	281,070	10M	+20,064	+7.7%	8Q	SEC ↗
42	STEPHENS INC /AR	265,986	10M	+29,795	+12.6%	5Q	SEC ↗
43	Sentinel Advisory Group, LLC	251,196	9M	+7,657	+3.1%	2Q	SEC ↗
44	LINCOLN CAPITAL CORP	242,499	9M	+6,917	+2.9%	6Q	SEC ↗
45	TRUIST FINANCIAL CORP	236,331	9M	+14,970	+6.8%	6Q	SEC ↗
46	Orion Porfolio Solutions, LLC	235,595	9M	+21,205	+9.9%	6Q	SEC ↗
47	NATIXIS ADVISORS, LLC	226,605	8M	+96,326	+73.9%	4Q	SEC ↗
48	Armor Investment Advisors, LLC	224,769	8M	+6,714	+3.1%	5Q	SEC ↗
49	Atria Investments, Inc	204,064	8M	+33,081	+19.3%	3Q	SEC ↗
50	EWA, LLC	201,323	7M	+16,318	+8.8%	2Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Janney Montgomery Scott LLC	484,885	18M
Equity Wealth Partners, LLC	114,173	4M
DMKC Advisory Services, LLC	110,126	4M
Continuum Advisory, LLC	109,227	4M
Global Retirement Partners, LLC	44,084	2M
IFG Advisory, LLC	43,282	2M
PARK AVENUE SECURITIES LLC	35,064	1M
HB Wealth Management, LLC	28,175	1M
Vise Technologies, Inc.	27,862	1M
QUANTUM FINANCIAL PARTNERS LLC	23,515	867K
Ameritas Advisory Services, LLC	22,073	814K
GOLDMAN SACHS GROUP INC	20,667	762K
KINTRA WEALTH, LLC	17,630	650K
Diversify Advisory Services, LLC	17,182	634K
Vantus Wealth LLC	16,983	626K
AQR CAPITAL MANAGEMENT LLC	15,524	573K
INSPIRION WEALTH ADVISORS, LLC	13,970	515K
HUNTER ASSOCIATES INVESTMENT MANAGE	12,700	468K
FLAGSHIP HARBOR ADVISORS, LLC	12,245	452K
MARSHALL WACE, LLP	10,519	388K

Sold Out (17)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	440,000	16M
CITADEL ADVISORS LLC	132,940	5M
FLOW TRADERS U.S. LLC	90,348	3M
Capital International Investors	41,670	2M
TrueWealth Financial Partners	24,341	898K
MOTCO	18,178	670K
Richmond Investment Services, LLC	12,504	461K
Canandaigua National Trust Co of Fl	9,565	353K
HRT FINANCIAL LP	8,571	316K
INTERNATIONAL ASSETS INVESTMENT MAN	7,505	277K
Perigon Wealth Management, LLC	7,194	265K
Wellington Grp LLC	240	9K
FMR LLC	154	6K
Financial Life Planners	108	4K
MassMutual Private Wealth & Trust,	105	4K
FINANCIAL CONSULATE, INC	33	1K
EXCHANGE TRADED CONCEPTS, LLC	21	1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
WELLS FARGO & COMPANY/MN	+2,328,952	+150.1%	3,880,847
ENVESTNET ASSET MANAGEMENT INC	+1,983,506	+58.4%	5,377,346
LPL Financial LLC	+1,781,205	+25.3%	8,814,822
NORTHWESTERN MUTUAL WEALTH MANAGEME	+920,568	+29.2%	4,074,362
RAYMOND JAMES FINANCIAL INC	+491,701	+17.5%	3,304,930
Cetera Investment Advisers	+475,889	+19.8%	2,875,984
Capital Group Private Client Servic	+462,690	+14.5%	3,657,623
MML INVESTORS SERVICES, LLC	+372,446	+63.7%	956,911
STIFEL FINANCIAL CORP	+359,422	+87.7%	769,367
JONES FINANCIAL COMPANIES LLLP	+351,707	+61.2%	926,273
OSAIC HOLDINGS, INC.	+289,674	+37.4%	1,065,080
COMMONWEALTH EQUITY SERVICES, LLC	+245,973	+29.6%	1,076,909
BENJAMIN EDWARDS INC	+237,296	+17.7%	1,578,663
Compton Financial Group, LLC	+202,952	+236.5%	288,762
HighTower Advisors, LLC	+202,541	+206.8%	300,495
ASSETMARK, INC	+195,412	+45.9%	621,294
BANK OF AMERICA CORP /DE	+178,745	+13.7%	1,481,536
&PARTNERS	+170,887	+58.8%	461,393
Confluence Wealth Services, Inc.	+150,877	+29.4%	663,785
ROYAL BANK OF CANADA	+138,435	+22.6%	751,258

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL	-105,413	-46.6%	120,567
WEALTH ENHANCEMENT ADVISORY SERVICE	-79,317	-19.0%	337,820
National Wealth Management Group, L	-50,889	-29.7%	120,375
Kingsview Wealth Management, LLC	-24,329	-22.2%	85,378
Aprio Wealth Management, LLC	-21,470	-9.7%	199,059
Merited Wealth, LLC	-20,754	-64.3%	11,506
STEWARDSHIP CONCEPTS FINANCIAL SERV	-8,625	-9.9%	78,854
Mariner, LLC	-7,536	-16.7%	37,702
Lodestone Wealth Management LLC	-6,777	-19.2%	28,494
Western Wealth Management, LLC	-6,639	-6.3%	97,959
LongView Wealth Management	-6,483	-15.9%	34,193
Armstrong, Fleming & Moore, Inc	-2,517	-2.9%	85,002
Beta Wealth Group, Inc.	-2,487	-4.9%	48,113
FORTRESS FINANCIAL GROUP, LLC	-2,431	-29.0%	5,950
Equitable Holdings, Inc.	-1,913	-3.8%	48,366
Eagle Bay Advisors LLC	-1,479	-1.0%	150,172
Main Street Financial Solutions, LL	-470	-1.0%	46,483
Clearview Wealth Management LLC	-412	-1.6%	25,031
Pines Wealth Management, LLC	-401	-0.9%	44,294
LaSalle St. Investment Advisors, LL	-346	-1.2%	29,340

CGNG Institutional Ownership

Institutional Ownership — CGNG

Ownership Trends

Top Institutional Holders (266 total)

Recent Activity

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