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ESGG Institutional Ownership

Northern Trust STOXX Global ESG Select ETF
1W: -1.1% 1M: -0.4% 3M: +2.3% YTD: +15.7% 1Y: +20.9% 3Y: +84.1% 5Y: +77.1%
$238.53
+1.00 (+0.42%)
 
Weekly Expected Move ±1.7%
$231 $235 $239 $243 $247
ETF CBOE · AUM $113.4M

Institutional Ownership — ESGG

38
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
36M
Total Invested
4
New Positions
14
Increased
13
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (43 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SK Wealth Management, LLC 31,160 $7M -2,344 -7.0% 8Q SEC ↗
2 Forefront Analytics, LLC 21,669 $5M -22,570 -51.0% 4Q SEC ↗
3 FLOW TRADERS U.S. LLC NEW 18,140 $4M — +0.0% 1Q SEC ↗
4 AMERIPRISE FINANCIAL INC 10,395 $2M +488 +4.9% 16Q SEC ↗
5 CoreCap Advisors, LLC 9,228 $2M +494 +5.7% 13Q SEC ↗
6 LPL Financial LLC 7,865 $2M +184 +2.4% 22Q SEC ↗
7 Cetera Investment Advisers 6,004 $1M +213 +3.7% 10Q SEC ↗
8 CITADEL ADVISORS LLC 5,401 $1M -20,377 -79.0% 5Q SEC ↗
9 HighTower Advisors, LLC 5,224 $1M +564 +12.1% 11Q SEC ↗
10 Fort Point Capital Partners LLC 4,905 $1M — +0.0% 11Q SEC ↗
11 COMMONWEALTH EQUITY SERVICES, LLC 4,508 $1M -26 -0.6% 29Q SEC ↗
12 UBS Group AG 4,233 $1M +174 +4.3% 32Q SEC ↗
13 Well Done, LLC 3,563 $850K — +0.0% 34Q SEC ↗
14 Thrivent Financial for Lutherans 2,718 $648K +220 +8.8% 3Q SEC ↗
15 Cambridge Investment Research Advisors 2,311 $551K -439 -16.0% 9Q SEC ↗
16 RAYMOND JAMES FINANCIAL INC 2,141 $511K -1,511 -41.4% 2Q SEC ↗
17 CENTAURUS FINANCIAL, INC. 1,920 $458K -1,446 -43.0% 12Q SEC ↗
18 Milestone Investment Advisors LLC 1,890 $451K -45 -2.3% 15Q SEC ↗
19 OSAIC HOLDINGS, INC. 1,859 $443K -27 -1.4% 26Q SEC ↗
20 HALL CAPITAL MANAGEMENT CO INC 1,632 $389K — +0.0% 7Q SEC ↗
21 Sigma Planning Corp 1,549 $369K +33 +2.2% 5Q SEC ↗
22 JANE STREET GROUP, LLC NEW 1,531 $365K — +0.0% 1Q SEC ↗
23 BSW Wealth Partners 1,407 $336K — +0.0% 11Q SEC ↗
24 BANK OF AMERICA CORP /DE 1,119 $267K +50 +4.7% 15Q SEC ↗
25 HIGHLINE WEALTH PARTNERS LLC 564 $135K +3 +0.5% 16Q SEC ↗
26 Farther Finance Advisors, LLC 393 $94K +348 +773.3% 4Q SEC ↗
27 Carolina Wealth Advisors, LLC 247 $59K — +0.0% 24Q SEC ↗
28 JPMORGAN CHASE & CO 239 $57K -70 -22.7% 8Q SEC ↗
29 Steward Partners Investment Advisory, NEW 154 $37K — +0.0% 1Q SEC ↗
30 Wealth Enhancement Trust Services, Inc 82 $20K — +0.0% 3Q SEC ↗
31 ASSETMARK, INC NEW 68 $16K — +0.0% 1Q SEC ↗
32 Triumph Capital Management 66 $16K +7 +11.9% 4Q SEC ↗
33 FMR LLC 65 $16K +21 +47.7% 13Q SEC ↗
34 Asset Dedication, LLC 28 $7K — +0.0% 11Q SEC ↗
35 WELLS FARGO & COMPANY/MN 1 $0K +1 — 14Q SEC ↗
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -14,962 -100.0% 7Q SEC ↗
37 Allworth Financial LP 0 $0K -16 -100.0% 11Q SEC ↗
38 Scarborough Advisors, LLC 0 $0K -24 -100.0% 4Q SEC ↗
39 NORTHERN TRUST CORP 0 $0K -16,733 -100.0% 1Q SEC ↗
40 Kestra Advisory Services, LLC 0 $0K -159 -100.0% 1Q SEC ↗
41 Western Wealth Management, LLC 0 $0K -221 -100.0% 1Q SEC ↗
42 WEALTH ENHANCEMENT ADVISORY SERVICES, 0 $0K -1,025 -100.0% 3Q SEC ↗
43 MORGAN STANLEY 0 $0K -1 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
FLOW TRADERS U.S. LLC 18,140 $4M
JANE STREET GROUP, LLC 1,531 $365K
Steward Partners Investment Advisor 154 $37K
ASSETMARK, INC 68 $16K
Biggest Increases (14)
HolderAddedChange %Total Shares
HighTower Advisors, LLC +564 +12.1% 5,224
CoreCap Advisors, LLC +494 +5.7% 9,228
AMERIPRISE FINANCIAL INC +488 +4.9% 10,395
Farther Finance Advisors, LLC +348 +773.3% 393
Thrivent Financial for Lutherans +220 +8.8% 2,718
Cetera Investment Advisers +213 +3.7% 6,004
LPL Financial LLC +184 +2.4% 7,865
UBS Group AG +174 +4.3% 4,233
BANK OF AMERICA CORP /DE +50 +4.7% 1,119
Sigma Planning Corp +33 +2.2% 1,549
FMR LLC +21 +47.7% 65
Triumph Capital Management +7 +11.9% 66
HIGHLINE WEALTH PARTNERS LLC +3 +0.5% 564
WELLS FARGO & COMPANY/MN +1 — 1
Biggest Decreases (10)
HolderReducedChange %Total Shares
Forefront Analytics, LLC -22,570 -51.0% 21,669
CITADEL ADVISORS LLC -20,377 -79.0% 5,401
SK Wealth Management, LLC -2,344 -7.0% 31,160
RAYMOND JAMES FINANCIAL INC -1,511 -41.4% 2,141
CENTAURUS FINANCIAL, INC. -1,446 -43.0% 1,920
Cambridge Investment Research Advis -439 -16.0% 2,311
JPMORGAN CHASE & CO -70 -22.7% 239
Milestone Investment Advisors LLC -45 -2.3% 1,890
OSAIC HOLDINGS, INC. -27 -1.4% 1,859
COMMONWEALTH EQUITY SERVICES, LLC -26 -0.6% 4,508

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms