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GLRY Institutional Ownership

Inspire Growth ETF
1W: +1.7% 1M: -0.2% 3M: -8.4% YTD: +6.4% 1Y: +3.8% 3Y: +54.8% 5Y: +34.8%
$38.67
+0.38 (+0.98%)
 
Weekly Expected Move ±2.2%
$37 $38 $39 $40 $40
ETF AMEX · AUM $157.6M

Institutional Ownership — GLRY

58
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
104M
Total Invested
17
New Positions
17
Increased
14
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (62 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Faithward Advisors, LLC 736,729 28M -4,852 -0.7% 23Q SEC ↗
2 CREATIVE FINANCIAL DESIGNS INC /ADV 521,556 20M -65,909 -11.2% 18Q SEC ↗
3 Inspire Advisors, LLC 215,325 8M -97,409 -31.1% 22Q SEC ↗
4 OneAscent Financial Services LLC 180,940 7M +7,751 +4.5% 7Q SEC ↗
5 LPL Financial LLC 174,884 7M +64,116 +57.9% 8Q SEC ↗
6 JONES FINANCIAL COMPANIES LLLP 140,290 5M +16,861 +13.7% 7Q SEC ↗
7 PFG Advisors 69,547 3M +3,560 +5.4% 9Q SEC ↗
8 AE Wealth Management LLC 48,362 2M +3,880 +8.7% 8Q SEC ↗
9 CARLSON FINANCIAL, INC. 29,767 1M +1,467 +5.2% 3Q SEC ↗
10 Valmark Advisers, Inc. 25,244 976K +64 +0.3% 3Q SEC ↗
11 CWM, LLC 23,528 910K -69,842 -74.8% 7Q SEC ↗
12 Pinnacle Financial Partners, Inc. 20,392 789K +11,205 +122.0% 2Q SEC ↗
13 OSAIC HOLDINGS, INC. 16,352 632K +1,183 +7.8% 19Q SEC ↗
14 GTS SECURITIES LLC 15,256 590K -18,710 -55.1% 13Q SEC ↗
15 Cambridge Investment Research Advisors 15,080 583K +523 +3.6% 10Q SEC ↗
16 COMMONWEALTH EQUITY SERVICES, LLC 14,902 576K +3,430 +29.9% 13Q SEC ↗
17 OneAscent Wealth Management LLC 14,036 543K -3,835 -21.5% 4Q SEC ↗
18 SUMMIT WEALTH GROUP LLC / CO 11,184 433K +719 +6.9% 3Q SEC ↗
19 Focus Financial Network, Inc. 11,156 431K +428 +4.0% 4Q SEC ↗
20 Thrivent Financial for Lutherans NEW 10,623 411K — +0.0% 1Q SEC ↗
21 Revisor Wealth Management LLC 10,555 408K +3,291 +45.3% 2Q SEC ↗
22 Howard Capital Management, LLC NEW 10,496 406K — +0.0% 1Q SEC ↗
23 CITADEL ADVISORS LLC NEW 10,330 400K — +0.0% 1Q SEC ↗
24 Cyndeo Wealth Partners, LLC 7,761 300K +153 +2.0% 5Q SEC ↗
25 Delta Investment Management, LLC NEW 7,677 297K — +0.0% 1Q SEC ↗
26 EverSource Wealth Advisors, LLC 7,336 284K +1,278 +21.1% 6Q SEC ↗
27 Cetera Investment Advisers 7,045 272K -1,361 -16.2% 3Q SEC ↗
28 Cornerstone Wealth Management, LLC NEW 6,643 257K — +0.0% 1Q SEC ↗
29 TWO SIGMA INVESTMENTS, LP NEW 6,600 255K — +0.0% 1Q SEC ↗
30 Independent Advisor Alliance 6,577 254K -2,656 -28.8% 2Q SEC ↗
31 Harvest Investment Services, LLC 6,568 254K +108 +1.7% 8Q SEC ↗
32 First Heartland Consultants, Inc. NEW 5,292 205K — +0.0% 1Q SEC ↗
33 Spartan Wealth Advisory Services LLC NEW 5,253 203K — +0.0% 1Q SEC ↗
34 MML INVESTORS SERVICES, LLC NEW 4,905 190K — +0.0% 1Q SEC ↗
35 LITTLEJOHN FINANCIAL SERVICES, INC. NEW 4,845 187K — +0.0% 1Q SEC ↗
36 HARBOUR INVESTMENTS, INC. 2,803 108K -1,438 -33.9% 17Q SEC ↗
37 Geneos Wealth Management Inc. 2,317 90K — +0.0% 16Q SEC ↗
38 Ameritas Advisory Services, LLC NEW 1,932 75K — +0.0% 1Q SEC ↗
39 AdvisorNet Financial, Inc NEW 1,896 73K — +0.0% 1Q SEC ↗
40 Steward Partners Investment Advisory, NEW 1,492 58K — +0.0% 1Q SEC ↗
41 ASSETMARK, INC 1,433 55K -420 -22.7% 4Q SEC ↗
42 Inspire Investing, LLC 1,115 43K — +0.0% 3Q SEC ↗
43 Continuum Advisory, LLC NEW 858 33K — +0.0% 1Q SEC ↗
44 IFP Advisors, Inc 693 27K — +0.0% 9Q SEC ↗
45 SHP Wealth Management 298 12K — +0.0% 3Q SEC ↗
46 Farther Finance Advisors, LLC NEW 286 11K — +0.0% 1Q SEC ↗
47 IFG Advisory, LLC NEW 173 7K — +0.0% 1Q SEC ↗
48 JPMORGAN CHASE & CO 140 5K — +0.0% 3Q SEC ↗
49 Integrated Wealth Concepts LLC NEW 96 4K — +0.0% 1Q SEC ↗
50 WELLS FARGO & COMPANY/MN 90 3K — +0.0% 2Q SEC ↗
Biggest Increases (17)
HolderAddedChange %Total Shares
LPL Financial LLC +64,116 +57.9% 174,884
JONES FINANCIAL COMPANIES LLLP +16,861 +13.7% 140,290
Pinnacle Financial Partners, Inc. +11,205 +122.0% 20,392
OneAscent Financial Services LLC +7,751 +4.5% 180,940
AE Wealth Management LLC +3,880 +8.7% 48,362
PFG Advisors +3,560 +5.4% 69,547
COMMONWEALTH EQUITY SERVICES, LLC +3,430 +29.9% 14,902
Revisor Wealth Management LLC +3,291 +45.3% 10,555
CARLSON FINANCIAL, INC. +1,467 +5.2% 29,767
EverSource Wealth Advisors, LLC +1,278 +21.1% 7,336
OSAIC HOLDINGS, INC. +1,183 +7.8% 16,352
SUMMIT WEALTH GROUP LLC / CO +719 +6.9% 11,184
Cambridge Investment Research Advis +523 +3.6% 15,080
Focus Financial Network, Inc. +428 +4.0% 11,156
Cyndeo Wealth Partners, LLC +153 +2.0% 7,761
Harvest Investment Services, LLC +108 +1.7% 6,568
Valmark Advisers, Inc. +64 +0.3% 25,244
Biggest Decreases (11)
HolderReducedChange %Total Shares
Inspire Advisors, LLC -97,409 -31.1% 215,325
CWM, LLC -69,842 -74.8% 23,528
CREATIVE FINANCIAL DESIGNS INC /ADV -65,909 -11.2% 521,556
GTS SECURITIES LLC -18,710 -55.1% 15,256
Faithward Advisors, LLC -4,852 -0.7% 736,729
OneAscent Wealth Management LLC -3,835 -21.5% 14,036
Independent Advisor Alliance -2,656 -28.8% 6,577
HARBOUR INVESTMENTS, INC. -1,438 -33.9% 2,803
Cetera Investment Advisers -1,361 -16.2% 7,045
ASSETMARK, INC -420 -22.7% 1,433
MORGAN STANLEY -7 -87.5% 1

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