$20.06

-0.10 (-0.50%)

Weekly Expected Move ±2.8%

$19 $20 $20 $21 $21

ETF CBOE · AUM $504.5M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — IGLD

163

Institutional Holders

+27 vs prior quarter

0.0%

Ownership

+0.00pp

331M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (166 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	3,010,754	$60M	+628,689	+26.4%	9Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	1,341,776	$27M	+118,777	+9.7%	11Q	SEC ↗
3	TRUIST FINANCIAL CORP	1,243,278	$25M	+139,480	+12.6%	6Q	SEC ↗
4	Kestra Advisory Services, LLC	777,249	$16M	+26,298	+3.5%	14Q	SEC ↗
5	Cetera Investment Advisers	719,977	$14M	+167,158	+30.2%	11Q	SEC ↗
6	COMMONWEALTH EQUITY SERVICES, LLC	607,096	$12M	+45,510	+8.1%	20Q	SEC ↗
7	Hilton Capital Management, LLC	602,983	$12M	+6,760	+1.1%	4Q	SEC ↗
8	OSAIC HOLDINGS, INC.	429,350	$9M	-17,325	-3.9%	22Q	SEC ↗
9	Cavalier Investments, LLC	323,655	$6M	—	+0.0%	4Q	SEC ↗
10	XML Financial, LLC	323,020	$6M	+14,037	+4.5%	20Q	SEC ↗
11	THOR TRADING ADVISORS, LLC NEW	294,537	$6M	—	+0.0%	1Q	SEC ↗
12	HFG Wealth Management, LLC	240,859	$5M	-176,097	-42.2%	11Q	SEC ↗
13	Thrive Capital Management, LLC	230,760	$5M	-50,835	-18.1%	5Q	SEC ↗
14	Bullseye Investment Management, LLC	219,709	$4M	+217,188	+8615.2%	1Q	SEC ↗
15	Integrated Wealth Concepts LLC	218,594	$4M	+107,221	+96.3%	8Q	SEC ↗
16	Cambridge Investment Research Advisors	209,742	$4M	-10,357	-4.7%	13Q	SEC ↗
17	ARQ WEALTH ADVISORS, LLC NEW	206,520	$4M	—	+0.0%	1Q	SEC ↗
18	PRINCIPAL SECURITIES, INC. NEW	202,438	$4M	—	+0.0%	1Q	SEC ↗
19	Sanctuary Advisors, LLC	183,777	$4M	+4,272	+2.4%	9Q	SEC ↗
20	Janney Montgomery Scott LLC NEW	168,854	$3M	—	+0.0%	1Q	SEC ↗
21	Insight Advisors, LLC/ PA	165,895	$3M	-1,463	-0.9%	21Q	SEC ↗
22	Snowden Capital Advisors LLC	156,008	$3M	+8,319	+5.6%	9Q	SEC ↗
23	3EDGE Asset Management, LP	151,527	$3M	+10,282	+7.3%	15Q	SEC ↗
24	RETIREMENT GUYS FORMULA LLC NEW	142,918	$3M	—	+0.0%	1Q	SEC ↗
25	Mission Financial Group, LLC NEW	141,149	$3M	—	+0.0%	1Q	SEC ↗
26	FORESIGHT CAPITAL MANAGEMENT ADVISORS,	133,196	$3M	+21,928	+19.7%	2Q	SEC ↗
27	CARY STREET PARTNERS FINANCIAL LLC	118,222	$2M	+16,099	+15.8%	7Q	SEC ↗
28	Prostatis Group LLC	114,496	$2M	+14,341	+14.3%	13Q	SEC ↗
29	Asset One Wealth Management LLC	107,763	$2M	+16,555	+18.2%	3Q	SEC ↗
30	WEALTH ENHANCEMENT ADVISORY SERVICES,	105,094	$2M	-22,729	-17.8%	7Q	SEC ↗
31	HighTower Advisors, LLC	101,376	$2M	+27,919	+38.0%	18Q	SEC ↗
32	SHP Wealth Management	100,621	$2M	+18,895	+23.1%	3Q	SEC ↗
33	Bison Wealth, LLC	98,586	$2M	+16,459	+20.0%	4Q	SEC ↗
34	Delta Investment Management, LLC	96,364	$2M	+14,498	+17.7%	3Q	SEC ↗
35	Ameritas Advisory Services, LLC	87,337	$2M	+49,233	+129.2%	8Q	SEC ↗
36	CORRADO ADVISORS, LLC	86,787	$2M	+1,867	+2.2%	21Q	SEC ↗
37	Rockport Wealth LLC	81,420	$2M	+14,659	+22.0%	2Q	SEC ↗
38	NewEdge Advisors, LLC	76,743	$2M	+36,353	+90.0%	3Q	SEC ↗
39	Marion Wealth Management	76,289	$2M	+2,516	+3.4%	11Q	SEC ↗
40	Mutual Advisors, LLC	72,221	$1M	+19,702	+37.5%	19Q	SEC ↗
41	INDEPENDENT FINANCIAL GROUP, LLC	71,303	$1M	-66,646	-48.3%	5Q	SEC ↗
42	KINGSWOOD WEALTH ADVISORS, LLC	64,668	$1M	+11,011	+20.5%	2Q	SEC ↗
43	Gladstone Institutional Advisory LLC	63,849	$1M	-1,380	-2.1%	3Q	SEC ↗
44	MTM Investment Management, LLC	61,855	$1M	-800	-1.3%	20Q	SEC ↗
45	World Investment Advisors	61,377	$1M	-77	-0.1%	3Q	SEC ↗
46	Orion Porfolio Solutions, LLC	55,606	$1M	+12,593	+29.3%	4Q	SEC ↗
47	SBI Securities Co., Ltd.	55,267	$1M	+26,755	+93.8%	7Q	SEC ↗
48	Clear Creek Financial Management, LLC	50,554	$1M	+10,211	+25.3%	4Q	SEC ↗
49	Foundations Investment Advisors, LLC	47,363	$950K	-28,130	-37.3%	12Q	SEC ↗
50	HARBOUR INVESTMENTS, INC.	47,020	$943K	-14,544	-23.6%	11Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
THOR TRADING ADVISORS, LLC	294,537	$6M
ARQ WEALTH ADVISORS, LLC	206,520	$4M
PRINCIPAL SECURITIES, INC.	202,438	$4M
Janney Montgomery Scott LLC	168,854	$3M
RETIREMENT GUYS FORMULA LLC	142,918	$3M
Mission Financial Group, LLC	141,149	$3M
MAI Capital Management	37,222	$747K
American Institute for Advanced Inv	30,750	$617K
OLD MISSION CAPITAL LLC	28,838	$578K
Arax Advisory Partners	22,673	$455K
TRANSCEND CAPITAL ADVISORS, LLC	21,500	$431K
WEDBUSH SECURITIES INC	15,021	$301K
Global Assets Advisory, LLC	14,689	$295K
IFG Advisory, LLC	13,138	$264K
Manhattan West Asset Management, LL	12,937	$260K
Stirlingshire Investments, Inc.	12,731	$255K
Kovack Advisors, Inc.	12,122	$243K
CHIRON CAPITAL MANAGEMENT, LLC	11,771	$236K
Accurate Wealth Management, LLC	11,090	$222K
Sulzberger Capital Advisors, Inc.	10,440	$209K

Sold Out (18)

Holder	Prev Shares	Prev Value
Aptus Capital Advisors, LLC	938,512	$19M
Sigma Planning Corp	37,222	$747K
Compound Planning, Inc.	27,174	$545K
Independent Advisor Alliance	17,900	$359K
SteelPeak Wealth, LLC	17,500	$351K
CROSSPOINT FINANCIAL, LLC	16,750	$336K
Garden State Investment Advisory Se	15,550	$312K
Balboa Wealth Partners	13,955	$280K
Merit Financial Group, LLC	9,940	$199K
STEINBERGANNA WEALTH MANAGEMENT	8,819	$177K
Annex Advisory Services, LLC	8,667	$174K
CALTON & ASSOCIATES, INC.	8,576	$172K
SMITH, MOORE & CO.	8,107	$163K
HB Wealth Management, LLC	8,020	$161K
Western Wealth Management, LLC	2,971	$60K
STANCE CAPITAL LLC	2,031	$41K
United Community Bank	650	$13K
Merkkuri Wealth Advisors LLC	511	$10K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+628,689	+26.4%	3,010,754
Bullseye Investment Management, LLC	+217,188	+8615.2%	219,709
Cetera Investment Advisers	+167,158	+30.2%	719,977
TRUIST FINANCIAL CORP	+139,480	+12.6%	1,243,278
ENVESTNET ASSET MANAGEMENT INC	+118,777	+9.7%	1,341,776
Integrated Wealth Concepts LLC	+107,221	+96.3%	218,594
Ameritas Advisory Services, LLC	+49,233	+129.2%	87,337
COMMONWEALTH EQUITY SERVICES, LLC	+45,510	+8.1%	607,096
NewEdge Advisors, LLC	+36,353	+90.0%	76,743
HighTower Advisors, LLC	+27,919	+38.0%	101,376
SBI Securities Co., Ltd.	+26,755	+93.8%	55,267
Kestra Advisory Services, LLC	+26,298	+3.5%	777,249
FORESIGHT CAPITAL MANAGEMENT ADVISO	+21,928	+19.7%	133,196
GREENWOOD CAPITAL ASSOCIATES LLC	+20,992	+103.2%	41,328
SUSQUEHANNA INTERNATIONAL GROUP, LL	+20,252	+88.7%	43,073
Mutual Advisors, LLC	+19,702	+37.5%	72,221
SHP Wealth Management	+18,895	+23.1%	100,621
Asset One Wealth Management LLC	+16,555	+18.2%	107,763
Bison Wealth, LLC	+16,459	+20.0%	98,586
CARY STREET PARTNERS FINANCIAL LLC	+16,099	+15.8%	118,222

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Luken Investment Analytics, LLC	-725,889	-97.1%	22,026
HFG Wealth Management, LLC	-176,097	-42.2%	240,859
RiverTree Advisors, LLC	-94,496	-84.0%	17,995
INDEPENDENT FINANCIAL GROUP, LLC	-66,646	-48.3%	71,303
Thrive Capital Management, LLC	-50,835	-18.1%	230,760
Mariner, LLC	-40,602	-58.5%	28,757
Foundations Investment Advisors, LL	-28,130	-37.3%	47,363
WEALTH ENHANCEMENT ADVISORY SERVICE	-22,729	-17.8%	105,094
Private Advisor Group, LLC	-20,405	-49.5%	20,795
Pinnacle Financial Partners, Inc.	-18,803	-46.0%	22,058
OSAIC HOLDINGS, INC.	-17,325	-3.9%	429,350
HARBOUR INVESTMENTS, INC.	-14,544	-23.6%	47,020
GREAT VALLEY ADVISOR GROUP, INC.	-12,903	-30.4%	29,553
Hamilton Wealth, LLC	-12,155	-36.3%	21,376
Cambridge Investment Research Advis	-10,357	-4.7%	209,742
BOS Asset Management, LLC	-8,005	-18.3%	35,715
INSIGNEO ADVISORY SERVICES, LLC	-8,000	-31.7%	17,200
Prospera Financial Services Inc	-7,909	-29.3%	19,074
Prime Capital Investment Advisors,	-6,304	-22.8%	21,343
BENJAMIN EDWARDS INC	-5,967	-14.5%	35,116

IGLD Institutional Ownership

Institutional Ownership — IGLD

Ownership Trends

Top Institutional Holders (166 total)

Recent Activity

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