GAL Institutional Ownership
State Street Global Allocation ETF
1W: -0.7%
1M: -1.9%
3M: -0.8%
YTD: +5.8%
1Y: +6.8%
3Y: +45.8%
5Y: +33.6%
$52.65
+0.21 (+0.41%)
Weekly Expected Move ±1.3%
$51
$52
$53
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GAL
81
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
164M
Total Invested
8
New Positions
29
Increased
33
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (84 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 540,883 | 28M | -15,630 | -2.8% | 7Q | SEC ↗ |
| 2 | Mesirow Financial Investment Managemen | 490,514 | 26M | +5,071 | +1.0% | 11Q | SEC ↗ |
| 3 | FIRST FOUNDATION ADVISORS | 233,578 | 12M | +620 | +0.3% | 25Q | SEC ↗ |
| 4 | Manske Wealth Management | 230,349 | 12M | -3,170 | -1.4% | 7Q | SEC ↗ |
| 5 | 46 Peaks LLC | 175,486 | 9M | +1,003 | +0.6% | 3Q | SEC ↗ |
| 6 | BRIGHT FINANCIAL ADVISORS, INC. | 171,020 | 9M | -4,109 | -2.3% | 10Q | SEC ↗ |
| 7 | Phil A. Younker & Associates, Ltd. | 163,610 | 9M | -1,085 | -0.7% | 7Q | SEC ↗ |
| 8 | LPL Financial LLC | 161,639 | 9M | -1,602 | -1.0% | 50Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 96,512 | 5M | +17,261 | +21.8% | 44Q | SEC ↗ |
| 10 | MORGAN STANLEY | 86,968 | 5M | -904 | -1.0% | 54Q | SEC ↗ |
| 11 | Taylor Financial Group, Inc. | 81,670 | 4M | +3,144 | +4.0% | 11Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 69,886 | 4M | -7,810 | -10.1% | 15Q | SEC ↗ |
| 13 | Geneos Wealth Management Inc. | 61,605 | 3M | +30,960 | +101.0% | 4Q | SEC ↗ |
| 14 | HANCOCK WHITNEY CORP | 47,824 | 3M | -635 | -1.3% | 15Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 47,788 | 3M | +10,038 | +26.6% | 26Q | SEC ↗ |
| 16 | Robinswood Financial LLC | 44,991 | 2M | +1,284 | +2.9% | 13Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 33,710 | 2M | +29,065 | +625.7% | 2Q | SEC ↗ |
| 18 | Ameritas Advisory Services, LLC | 29,963 | 2M | +7,359 | +32.6% | 19Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 22,039 | 1M | — | +0.0% | 11Q | SEC ↗ |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 19,926 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | IFG Advisory, LLC NEW | 18,980 | 999K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Rossmore Private Capital | 18,952 | 998K | -1,890 | -9.1% | 25Q | SEC ↗ |
| 23 | PDS Planning, Inc | 16,335 | 860K | -12 | -0.1% | 35Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 14,640 | 771K | +9,454 | +182.3% | 8Q | SEC ↗ |
| 25 | Golden State Wealth Management, LLC | 14,272 | 751K | -221 | -1.5% | 7Q | SEC ↗ |
| 26 | Creative Planning | 13,327 | 702K | -2,777 | -17.2% | 21Q | SEC ↗ |
| 27 | Busey Bank | 13,028 | 686K | — | +0.0% | 4Q | SEC ↗ |
| 28 | UBS Group AG | 12,817 | 675K | +1,894 | +17.3% | 47Q | SEC ↗ |
| 29 | Focus Partners Wealth | 12,382 | 652K | +91 | +0.7% | 3Q | SEC ↗ |
| 30 | Johnson & White Wealth Management, LLC | 12,129 | 639K | +104 | +0.9% | 6Q | SEC ↗ |
| 31 | Gateway Wealth Partners, LLC | 11,945 | 629K | -10,425 | -46.6% | 3Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 11,256 | 593K | -193 | -1.7% | 7Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 10,854 | 571K | +201 | +1.9% | 56Q | SEC ↗ |
| 34 | Cerity Partners LLC | 10,087 | 531K | +5,336 | +112.3% | 8Q | SEC ↗ |
| 35 | BROWN BROTHERS HARRIMAN & CO | 9,706 | 511K | — | +0.0% | 5Q | SEC ↗ |
| 36 | Cetera Investment Advisers | 8,480 | 446K | +375 | +4.6% | 4Q | SEC ↗ |
| 37 | Advocate Investing Services LLC | 8,150 | 429K | — | +0.0% | 3Q | SEC ↗ |
| 38 | LANARK FINANCIAL, INC. | 7,653 | 403K | +29 | +0.4% | 12Q | SEC ↗ |
| 39 | Cambridge Investment Research Advisors | 7,625 | 401K | +15 | +0.2% | 35Q | SEC ↗ |
| 40 | Advisory Services Network, LLC | 6,738 | 355K | — | +0.0% | 15Q | SEC ↗ |
| 41 | OneAscent Financial Services LLC NEW | 6,419 | 338K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Kestra Advisory Services, LLC | 5,966 | 314K | +13 | +0.2% | 5Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 5,860 | 308K | +1,328 | +29.3% | 5Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC NEW | 5,272 | 278K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Valtinson Bruner Financial Planning LL | 4,225 | 222K | — | +0.0% | 4Q | SEC ↗ |
| 46 | N.E.W. Advisory Services LLC | 3,467 | 183K | +3 | +0.1% | 6Q | SEC ↗ |
| 47 | JPMORGAN CHASE & CO | 3,279 | 173K | -3,026 | -48.0% | 9Q | SEC ↗ |
| 48 | GGM Financial LLC | 2,881 | 152K | +785 | +37.5% | 4Q | SEC ↗ |
| 49 | JONES FINANCIAL COMPANIES LLLP | 2,646 | 139K | +643 | +32.1% | 8Q | SEC ↗ |
| 50 | Key Financial Inc | 2,472 | 130K | +521 | +26.7% | 10Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 19,926 | 1M |
| IFG Advisory, LLC | 18,980 | 999K |
| OneAscent Financial Services LLC | 6,419 | 338K |
| CITADEL ADVISORS LLC | 5,272 | 278K |
| Integrated Wealth Concepts LLC | 2,184 | 115K |
| AE Wealth Management LLC | 82 | 4K |
| Rockefeller Capital Management L.P. | 65 | 3K |
| MERCER GLOBAL ADVISORS INC /ADV | 2 | 0K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WIN ADVISORS, INC | 181,914 | 10M |
| Ascentis Independent Advisors | 26,572 | 1M |
| OLD NATIONAL BANCORP /IN | 13,858 | 730K |
| Mariner, LLC | 10,217 | 538K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,957 | 472K |
| SILVER OAK SECURITIES, INCORPORATED | 8,465 | 446K |
| Retireful, LLC | 7,136 | 376K |
| Ducere Wealth Management LLC | 6,151 | 324K |
| Stratos Wealth Partners, LTD. | 6,041 | 318K |
| WealthShield Partners, LLC | 4,483 | 236K |
| Western Wealth Management, LLC | 2,465 | 130K |
| Destiny Wealth Partners, LLC | 1,969 | 104K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,148 | 60K |
| US BANCORP \DE | 511 | 27K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 201 | 11K |
| Lloyd Advisory Services, LLC. | 39 | 2K |
| Kingdom Financial Group LLC. | 39 | 2K |
| Legacy Wealth Managment, LLC/ID | 39 | 2K |
| FMR LLC | 3 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Geneos Wealth Management Inc. | +30,960 | +101.0% | 61,605 |
| HighTower Advisors, LLC | +29,065 | +625.7% | 33,710 |
| WELLS FARGO & COMPANY/MN | +17,261 | +21.8% | 96,512 |
| OSAIC HOLDINGS, INC. | +10,038 | +26.6% | 47,788 |
| Private Advisor Group, LLC | +9,454 | +182.3% | 14,640 |
| Ameritas Advisory Services, LLC | +7,359 | +32.6% | 29,963 |
| Cerity Partners LLC | +5,336 | +112.3% | 10,087 |
| Mesirow Financial Investment Manage | +5,071 | +1.0% | 490,514 |
| Taylor Financial Group, Inc. | +3,144 | +4.0% | 81,670 |
| UBS Group AG | +1,894 | +17.3% | 12,817 |
| Farther Finance Advisors, LLC | +1,328 | +29.3% | 5,860 |
| Robinswood Financial LLC | +1,284 | +2.9% | 44,991 |
| 46 Peaks LLC | +1,003 | +0.6% | 175,486 |
| GGM Financial LLC | +785 | +37.5% | 2,881 |
| JONES FINANCIAL COMPANIES LLLP | +643 | +32.1% | 2,646 |
| FIRST FOUNDATION ADVISORS | +620 | +0.3% | 233,578 |
| Key Financial Inc | +521 | +26.7% | 2,472 |
| Cetera Investment Advisers | +375 | +4.6% | 8,480 |
| ROYAL BANK OF CANADA | +201 | +1.9% | 10,854 |
| Johnson & White Wealth Management, | +104 | +0.9% | 12,129 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -15,630 | -2.8% | 540,883 |
| Gateway Wealth Partners, LLC | -10,425 | -46.6% | 11,945 |
| BANK OF AMERICA CORP /DE | -7,810 | -10.1% | 69,886 |
| BRIGHT FINANCIAL ADVISORS, INC. | -4,109 | -2.3% | 171,020 |
| Manske Wealth Management | -3,170 | -1.4% | 230,349 |
| JPMORGAN CHASE & CO | -3,026 | -48.0% | 3,279 |
| Creative Planning | -2,777 | -17.2% | 13,327 |
| Rossmore Private Capital | -1,890 | -9.1% | 18,952 |
| LPL Financial LLC | -1,602 | -1.0% | 161,639 |
| Phil A. Younker & Associates, Ltd. | -1,085 | -0.7% | 163,610 |
| MORGAN STANLEY | -904 | -1.0% | 86,968 |
| HANCOCK WHITNEY CORP | -635 | -1.3% | 47,824 |
| PRIVATE TRUST CO NA | -597 | -98.4% | 10 |
| Golden State Wealth Management, LLC | -221 | -1.5% | 14,272 |
| COMMONWEALTH EQUITY SERVICES, LLC | -193 | -1.7% | 11,256 |
| PDS Planning, Inc | -12 | -0.1% | 16,335 |