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GLDB Institutional Ownership

IDX Alternative FIAT ETF
1W: -3.1% 1M: -1.0% 3M: +11.1% YTD: -9.5%
$22.36
-0.20 (-0.86%)
 
Weekly Expected Move ±4.0%
$21 $21 $22 $23 $24
ETF NASDAQ · AUM $16.6M

Institutional Ownership — GLDB

11
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
25M
Total Invested
1
New Positions
4
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (11 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Faithward Advisors, LLC 517,674 $12M +13,616 +2.7% 3Q SEC ↗
2 HFG Wealth Management, LLC 249,280 $6M +87,448 +54.0% 2Q SEC ↗
3 CPR Investments Inc. 192,419 $4M +10,544 +5.8% 3Q SEC ↗
4 PALLADIEM, LLC 161,705 $4M -1,150 -0.7% 3Q SEC ↗
5 Encompass More Asset Management 148,518 $3M +7,395 +5.2% 2Q SEC ↗
6 KINGSWOOD WEALTH ADVISORS, LLC 36,662 $820K -17,229 -32.0% 2Q SEC ↗
7 FLOW TRADERS U.S. LLC 21,811 $488K -623 -2.8% 2Q SEC ↗
8 Smallwood Wealth Investment Management NEW 1,731 $39K — +0.0% 1Q SEC ↗
9 UBS Group AG 199 $4K -636 -76.2% 2Q SEC ↗
10 OLD MISSION CAPITAL LLC 0 $0K -28,810 -100.0% 1Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -150,118 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
Smallwood Wealth Investment Managem 1,731 $39K
Sold Out (2)
HolderPrev SharesPrev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL 150,118 $3M
OLD MISSION CAPITAL LLC 28,810 $644K
Biggest Increases (4)
HolderAddedChange %Total Shares
HFG Wealth Management, LLC +87,448 +54.0% 249,280
Faithward Advisors, LLC +13,616 +2.7% 517,674
CPR Investments Inc. +10,544 +5.8% 192,419
Encompass More Asset Management +7,395 +5.2% 148,518
Biggest Decreases (4)
HolderReducedChange %Total Shares
KINGSWOOD WEALTH ADVISORS, LLC -17,229 -32.0% 36,662
PALLADIEM, LLC -1,150 -0.7% 161,705
UBS Group AG -636 -76.2% 199
FLOW TRADERS U.S. LLC -623 -2.8% 21,811

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