GLOF Institutional Ownership
iShares Global Equity Factor ETF
1W: -0.6%
1M: -0.0%
3M: +3.0%
YTD: +15.3%
1Y: +18.9%
3Y: +89.7%
5Y: +77.9%
$61.09
+0.44 (+0.73%)
Weekly Expected Move ±1.7%
$59
$60
$61
$62
$63
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GLOF
75
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
119M
Total Invested
10
New Positions
19
Increased
33
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (80 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Goldstone Financial Group, LLC | 338,741 | $21M | +182,375 | +116.6% | 2Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 240,806 | $15M | -20,401 | -7.8% | 6Q | SEC ↗ |
| 3 | Waverly Advisors, LLC | 237,226 | $14M | -20,557 | -8.0% | 3Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 180,446 | $11M | +164,929 | +1062.9% | 6Q | SEC ↗ |
| 5 | Empowered Funds, LLC | 172,322 | $11M | +6,197 | +3.7% | 2Q | SEC ↗ |
| 6 | DGS Capital Management, LLC | 149,243 | $9M | -1,588 | -1.1% | 18Q | SEC ↗ |
| 7 | Ignite Planners, LLC | 84,960 | $5M | +2,645 | +3.2% | 5Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 57,649 | $4M | +45,565 | +377.1% | 7Q | SEC ↗ |
| 9 | HSBC HOLDINGS PLC | 49,167 | $3M | +2,616 | +5.6% | 3Q | SEC ↗ |
| 10 | DAYMARK WEALTH PARTNERS, LLC | 41,261 | $3M | -734 | -1.7% | 5Q | SEC ↗ |
| 11 | 5T Wealth, LLC | 41,242 | $3M | -1,727 | -4.0% | 5Q | SEC ↗ |
| 12 | 3Chopt Investment Partners, LLC | 38,369 | $2M | -173 | -0.4% | 5Q | SEC ↗ |
| 13 | SHP Wealth Management | 35,499 | $2M | +17,854 | +101.2% | 2Q | SEC ↗ |
| 14 | Camarda Financial Advisors, LLC | 34,810 | $2M | -2,881 | -7.6% | 30Q | SEC ↗ |
| 15 | Composition Wealth, LLC | 32,475 | $2M | -825 | -2.5% | 4Q | SEC ↗ |
| 16 | Creative Planning | 31,850 | $2M | -288 | -0.9% | 34Q | SEC ↗ |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 30,380 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Darwin Wealth Management, LLC | 30,379 | $2M | -1,078 | -3.4% | 25Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC NEW | 29,158 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | LPL Financial LLC | 28,417 | $2M | +1,915 | +7.2% | 38Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 26,578 | $2M | -26,203 | -49.6% | 3Q | SEC ↗ |
| 22 | LifeGoal Investments, LLC | 24,288 | $1M | -1,088 | -4.3% | 7Q | SEC ↗ |
| 23 | MLG Wealth Management DBA Pine Grove F | 21,332 | $1M | -910 | -4.1% | 3Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 16,473 | $1M | +678 | +4.3% | 35Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 16,363 | $1000K | +15,057 | +1152.9% | 2Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 15,568 | $951K | -1,163 | -7.0% | 3Q | SEC ↗ |
| 27 | Modern Wealth Management, LLC | 15,136 | $925K | +126 | +0.8% | 8Q | SEC ↗ |
| 28 | Vise Technologies, Inc. NEW | 14,258 | $871K | — | +0.0% | 1Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 12,669 | $774K | -16,253 | -56.2% | 4Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 12,586 | $769K | -38,392 | -75.3% | 15Q | SEC ↗ |
| 31 | JMN Financial LLC | 9,852 | $602K | +660 | +7.2% | 3Q | SEC ↗ |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 9,088 | $555K | -852 | -8.6% | 3Q | SEC ↗ |
| 33 | LAKE STREET PRIVATE WEALTH, LLC | 8,952 | $547K | -553 | -5.8% | 5Q | SEC ↗ |
| 34 | Triad Wealth Partners, LLC | 7,661 | $468K | +324 | +4.4% | 4Q | SEC ↗ |
| 35 | SYM FINANCIAL Corp | 6,415 | $392K | — | +0.0% | 33Q | SEC ↗ |
| 36 | Worth Financial Advisory Group, LLC NEW | 6,011 | $367K | — | +0.0% | 1Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 5,308 | $324K | +1,848 | +53.4% | 26Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors | 4,855 | $297K | +746 | +18.2% | 2Q | SEC ↗ |
| 39 | WADDELL & ASSOCIATES, LLC | 4,591 | $280K | — | +0.0% | 31Q | SEC ↗ |
| 40 | WBH ADVISORY INC | 4,348 | $266K | -1,524 | -26.0% | 2Q | SEC ↗ |
| 41 | NorthRock Partners, LLC | 4,326 | $264K | — | +0.0% | 3Q | SEC ↗ |
| 42 | Sankala Group LLC | 4,300 | $263K | +3,042 | +241.8% | 3Q | SEC ↗ |
| 43 | Cohalo Advisory LLC | 4,026 | $246K | -38 | -0.9% | 5Q | SEC ↗ |
| 44 | M Wealth Management, LLC | 4,009 | $245K | -2,588 | -39.2% | 7Q | SEC ↗ |
| 45 | WealthPlan Investment Management, LLC | 3,965 | $242K | -290 | -6.8% | 2Q | SEC ↗ |
| 46 | ARQ WEALTH ADVISORS, LLC | 3,691 | $225K | -889 | -19.4% | 26Q | SEC ↗ |
| 47 | MORGAN STANLEY | 3,230 | $197K | -120 | -3.6% | 5Q | SEC ↗ |
| 48 | Kroeger Financial Partners NEW | 3,149 | $192K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 2,840 | $173K | +2,386 | +525.6% | 5Q | SEC ↗ |
| 50 | Integrated Wealth Concepts LLC NEW | 2,827 | $173K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 30,380 | $2M |
| CITADEL ADVISORS LLC | 29,158 | $2M |
| Vise Technologies, Inc. | 14,258 | $871K |
| Worth Financial Advisory Group, LLC | 6,011 | $367K |
| Kroeger Financial Partners | 3,149 | $192K |
| Integrated Wealth Concepts LLC | 2,827 | $173K |
| COMPASS FINANCIAL MANAGEMENT LLC | 2,224 | $136K |
| Steward Partners Investment Advisor | 264 | $16K |
| MERCER GLOBAL ADVISORS INC /ADV | 126 | $8K |
| Davis Capital Management | 63 | $4K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,082 | $1M |
| Independent Wealth Network Inc. | 9,250 | $565K |
| ASHTON THOMAS SECURITIES, LLC | 8,500 | $519K |
| FLOW TRADERS U.S. LLC | 5,382 | $329K |
| Bay Colony Advisory Group, Inc d/b/ | 4,908 | $300K |
| Advisory Services Network, LLC | 1,371 | $84K |
| MAI Capital Management | 600 | $37K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 263 | $16K |
| Ascentis Independent Advisors | 84 | $5K |
| NATIONAL BANK OF CANADA /FI | 78 | $5K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Goldstone Financial Group, LLC | +182,375 | +116.6% | 338,741 |
| AMERIPRISE FINANCIAL INC | +164,929 | +1062.9% | 180,446 |
| WELLS FARGO & COMPANY/MN | +45,565 | +377.1% | 57,649 |
| SHP Wealth Management | +17,854 | +101.2% | 35,499 |
| Rockefeller Capital Management L.P. | +15,057 | +1152.9% | 16,363 |
| Empowered Funds, LLC | +6,197 | +3.7% | 172,322 |
| Sankala Group LLC | +3,042 | +241.8% | 4,300 |
| Ignite Planners, LLC | +2,645 | +3.2% | 84,960 |
| HSBC HOLDINGS PLC | +2,616 | +5.6% | 49,167 |
| Farther Finance Advisors, LLC | +2,386 | +525.6% | 2,840 |
| LPL Financial LLC | +1,915 | +7.2% | 28,417 |
| OSAIC HOLDINGS, INC. | +1,848 | +53.4% | 5,308 |
| Cambridge Investment Research Advis | +746 | +18.2% | 4,855 |
| COMMONWEALTH EQUITY SERVICES, LLC | +678 | +4.3% | 16,473 |
| JMN Financial LLC | +660 | +7.2% | 9,852 |
| FMR LLC | +365 | +96.3% | 744 |
| Triad Wealth Partners, LLC | +324 | +4.4% | 7,661 |
| Modern Wealth Management, LLC | +126 | +0.8% | 15,136 |
| Spire Wealth Management | +1 | +0.5% | 190 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -38,392 | -75.3% | 12,586 |
| RAYMOND JAMES FINANCIAL INC | -26,203 | -49.6% | 26,578 |
| Waverly Advisors, LLC | -20,557 | -8.0% | 237,226 |
| JPMORGAN CHASE & CO | -20,401 | -7.8% | 240,806 |
| JANE STREET GROUP, LLC | -16,253 | -56.2% | 12,669 |
| Camarda Financial Advisors, LLC | -2,881 | -7.6% | 34,810 |
| M Wealth Management, LLC | -2,588 | -39.2% | 4,009 |
| 5T Wealth, LLC | -1,727 | -4.0% | 41,242 |
| DGS Capital Management, LLC | -1,588 | -1.1% | 149,243 |
| WBH ADVISORY INC | -1,524 | -26.0% | 4,348 |
| NewEdge Advisors, LLC | -1,163 | -7.0% | 15,568 |
| LifeGoal Investments, LLC | -1,088 | -4.3% | 24,288 |
| Darwin Wealth Management, LLC | -1,078 | -3.4% | 30,379 |
| MLG Wealth Management DBA Pine Grov | -910 | -4.1% | 21,332 |
| ARQ WEALTH ADVISORS, LLC | -889 | -19.4% | 3,691 |
| ENVESTNET ASSET MANAGEMENT INC | -852 | -8.6% | 9,088 |
| Composition Wealth, LLC | -825 | -2.5% | 32,475 |
| DAYMARK WEALTH PARTNERS, LLC | -734 | -1.7% | 41,261 |
| LAKE STREET PRIVATE WEALTH, LLC | -553 | -5.8% | 8,952 |
| FIFTH THIRD BANCORP | -295 | -11.5% | 2,266 |