$88.52

+0.61 (+0.69%)

Weekly Expected Move ±1.7%

$86 $87 $89 $90 $91

ETF CBOE · AUM $1.2B

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

Institutional Ownership — IGRO

245

Institutional Holders

+7 vs prior quarter

0.0%

Ownership

+0.00pp

789M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (257 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	835,440	$74M	+51,746	+6.6%	26Q	SEC ↗
2	BANK OF AMERICA CORP /DE	774,943	$69M	+18,097	+2.4%	15Q	SEC ↗
3	OSAIC HOLDINGS, INC.	627,160	$56M	-108,328	-14.7%	26Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	487,782	$43M	+28,719	+6.3%	7Q	SEC ↗
5	LPL Financial LLC	483,697	$43M	+3,204	+0.7%	36Q	SEC ↗
6	AJ Advisors, LLC	462,543	$41M	+19,037	+4.3%	15Q	SEC ↗
7	COMMONWEALTH EQUITY SERVICES, LLC	393,335	$35M	-7,052	-1.8%	35Q	SEC ↗
8	JPMORGAN CHASE & CO	227,356	$20M	+36,595	+19.2%	17Q	SEC ↗
9	ENVESTNET ASSET MANAGEMENT INC	215,044	$19M	-38,621	-15.2%	22Q	SEC ↗
10	Janney Montgomery Scott LLC	196,083	$17M	+969	+0.5%	18Q	SEC ↗
11	Baltimore-Washington Financial Advisor	195,039	$17M	+12,720	+7.0%	13Q	SEC ↗
12	Sanctuary Advisors, LLC	172,637	$15M	+5,548	+3.3%	9Q	SEC ↗
13	UBS Group AG	163,096	$14M	-7,371	-4.3%	26Q	SEC ↗
14	Fifth Third Securities, Inc.	157,792	$14M	+2,077	+1.3%	17Q	SEC ↗
15	Confluence Wealth Services, Inc.	141,962	$13M	-1,311	-0.9%	17Q	SEC ↗
16	Beacon Pointe Advisors, LLC	137,484	$12M	+4,635	+3.5%	18Q	SEC ↗
17	Rothschild Wealth LLC	119,607	$11M	-4,972	-4.0%	3Q	SEC ↗
18	Thrivent Financial for Lutherans	116,883	$10M	-97	-0.1%	4Q	SEC ↗
19	Cetera Investment Advisers	107,530	$10M	+106	+0.1%	18Q	SEC ↗
20	JANE STREET GROUP, LLC	102,283	$9M	-42,516	-29.4%	3Q	SEC ↗
21	ROYAL BANK OF CANADA	100,476	$9M	+6,448	+6.9%	26Q	SEC ↗
22	Lynx Investment Advisory	99,813	$9M	+2,600	+2.7%	9Q	SEC ↗
23	MAI Capital Management	99,079	$9M	+3,770	+4.0%	7Q	SEC ↗
24	Cambridge Investment Research Advisors	94,273	$8M	+318	+0.3%	31Q	SEC ↗
25	Concord Wealth Partners	90,312	$8M	-975	-1.1%	10Q	SEC ↗
26	TrueWealth Advisors, LLC	88,626	$8M	+325	+0.4%	14Q	SEC ↗
27	Concord Asset Management, LLC/VA	88,570	$8M	-1,152	-1.3%	9Q	SEC ↗
28	Atria Investments, Inc	85,001	$8M	+5,275	+6.6%	2Q	SEC ↗
29	RIVER'S EDGE WEALTH MANAGEMENT, LLC	77,946	$7M	+3,404	+4.6%	3Q	SEC ↗
30	WealthPlan Investment Management, LLC	77,215	$7M	-16,396	-17.5%	16Q	SEC ↗
31	BAILARD, INC.	76,869	$7M	+1,538	+2.0%	15Q	SEC ↗
32	TRUIST FINANCIAL CORP	71,587	$6M	-1,743	-2.4%	27Q	SEC ↗
33	CAPTRUST FINANCIAL ADVISORS	71,182	$6M	+3,818	+5.7%	23Q	SEC ↗
34	ADG Wealth Management Group, LLC	63,668	$6M	+785	+1.2%	7Q	SEC ↗
35	Rockefeller Capital Management L.P.	58,211	$5M	-172	-0.3%	11Q	SEC ↗
36	JONES FINANCIAL COMPANIES LLLP	55,874	$5M	+5,819	+11.6%	7Q	SEC ↗
37	GHP Investment Advisors, Inc.	55,095	$5M	-1,124	-2.0%	31Q	SEC ↗
38	MML INVESTORS SERVICES, LLC	51,509	$5M	+14,078	+37.6%	18Q	SEC ↗
39	CITADEL ADVISORS LLC	51,006	$5M	+25,749	+101.9%	8Q	SEC ↗
40	WealthPLAN Partners, LLC	47,586	$4M	-19,391	-29.0%	15Q	SEC ↗
41	Sunbelt Securities, Inc.	45,510	$4M	+443	+1.0%	14Q	SEC ↗
42	Prime Capital Investment Advisors, LLC	44,963	$4M	+375	+0.8%	13Q	SEC ↗
43	Mariner, LLC	44,933	$4M	-1,022	-2.2%	16Q	SEC ↗
44	DIVERSIFY WEALTH MANAGEMENT, LLC	44,587	$4M	-12,169	-21.4%	2Q	SEC ↗
45	Diversify Advisory Services, LLC NEW	44,587	$4M	—	+0.0%	1Q	SEC ↗
46	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	44,460	$4M	-21,452	-32.5%	18Q	SEC ↗
47	Goepper Burkhardt LLC	42,746	$4M	+6,069	+16.5%	5Q	SEC ↗
48	McKinley Carter Wealth Services, Inc.	41,852	$4M	+3,275	+8.5%	6Q	SEC ↗
49	CORNERSTONE ADVISORS ASSET MANAGEMENT,	41,041	$4M	—	+0.0%	6Q	SEC ↗
50	Intrua Financial, LLC	40,154	$4M	+1,280	+3.3%	9Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Diversify Advisory Services, LLC	44,587	$4M
VAQUERO PRIVATE WEALTH, LTD	23,047	$2M
ZENITH SOLUTIONS, INC.	15,620	$1M
HRT FINANCIAL LP	5,026	$445K
Triad Wealth Partners, LLC	4,600	$407K
Tempo Wealth, LLC	4,370	$387K
Ameritas Advisory Services, LLC	3,710	$328K
Apollon Financial, LLC	3,229	$286K
Quantinno Capital Management LP	3,154	$279K
CHANNEL WEALTH LLC	2,719	$241K
Global Retirement Partners, LLC	2,569	$227K
ARWA LLC	2,504	$222K
Dorsey & Whitney Trust CO LLC	2,356	$209K
Kinetic Wealth Investment Advisors	2,308	$204K
StoneX Group Inc.	2,292	$203K
EXCHANGE TRADED CONCEPTS, LLC	2,041	$181K
IFG Advisory, LLC	539	$48K
Federation des caisses Desjardins d	481	$43K
Commonwealth Retirement Investments	465	$41K
IMA Advisory Services, Inc.	401	$35K

Sold Out (20)

Holder	Prev Shares	Prev Value
Northwest & Ethical Investments L.P	73,862	$7M
Independent Advisor Alliance	45,864	$4M
OLD NATIONAL BANCORP /IN	13,253	$1M
Arete Wealth Advisors, LLC	8,854	$784K
FLOW TRADERS U.S. LLC	8,261	$731K
GTS SECURITIES LLC	5,360	$474K
C2P Capital Advisory Group, LLC d.b	5,359	$474K
Virtu Financial LLC	4,892	$433K
Envestnet Portfolio Solutions, Inc.	4,245	$376K
True Wealth Design, LLC	2,940	$260K
Waterloo Capital, L.P.	2,863	$253K
EAGLE ROCK INVESTMENT COMPANY, LLC	2,781	$246K
Perennial Investment Advisors, LLC	2,521	$223K
Orion Porfolio Solutions, LLC	2,444	$216K
THOROUGHBRED FINANCIAL SERVICES, LL	2,423	$214K
CITIGROUP INC	2,280	$202K
MidAtlantic Capital Management, Inc	1,959	$173K
HARBOUR INVESTMENTS, INC.	1,944	$172K
Merkkuri Wealth Advisors LLC	1,124	$99K
Western Wealth Management, LLC	972	$86K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+51,746	+6.6%	835,440
JPMORGAN CHASE & CO	+36,595	+19.2%	227,356
RAYMOND JAMES FINANCIAL INC	+28,719	+6.3%	487,782
CITADEL ADVISORS LLC	+25,749	+101.9%	51,006
AJ Advisors, LLC	+19,037	+4.3%	462,543
BANK OF AMERICA CORP /DE	+18,097	+2.4%	774,943
MML INVESTORS SERVICES, LLC	+14,078	+37.6%	51,509
Baltimore-Washington Financial Advi	+12,720	+7.0%	195,039
Arax Advisory Partners	+7,729	+102.0%	15,308
WELLS FARGO & COMPANY/MN	+7,391	—	7,391
ROYAL BANK OF CANADA	+6,448	+6.9%	100,476
Goepper Burkhardt LLC	+6,069	+16.5%	42,746
Kestra Advisory Services, LLC	+5,977	+19.0%	37,445
JONES FINANCIAL COMPANIES LLLP	+5,819	+11.6%	55,874
Sanctuary Advisors, LLC	+5,548	+3.3%	172,637
John W. Brooker & Co., CPAs	+5,280	+59.0%	14,231
Atria Investments, Inc	+5,275	+6.6%	85,001
LifeGoal Investments, LLC	+4,973	+20.8%	28,861
Dynasty Wealth Management, LLC	+4,857	+45.1%	15,615
Beacon Pointe Advisors, LLC	+4,635	+3.5%	137,484

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
OSAIC HOLDINGS, INC.	-108,328	-14.7%	627,160
JANE STREET GROUP, LLC	-42,516	-29.4%	102,283
ENVESTNET ASSET MANAGEMENT INC	-38,621	-15.2%	215,044
NORTHWESTERN MUTUAL WEALTH MANAGEME	-21,452	-32.5%	44,460
WealthPLAN Partners, LLC	-19,391	-29.0%	47,586
WealthPlan Investment Management, L	-16,396	-17.5%	77,215
DIVERSIFY WEALTH MANAGEMENT, LLC	-12,169	-21.4%	44,587
CFS Investment Advisory Services, L	-9,677	-59.3%	6,638
UBS Group AG	-7,371	-4.3%	163,096
COMMONWEALTH EQUITY SERVICES, LLC	-7,052	-1.8%	393,335
CreativeOne Wealth, LLC	-6,131	-14.1%	37,294
Rothschild Wealth LLC	-4,972	-4.0%	119,607
PARK AVENUE SECURITIES LLC	-2,802	-51.6%	2,632
Heck Capital Advisors, LLC	-2,557	-10.4%	22,015
PRINCIPAL SECURITIES, INC.	-2,542	-33.4%	5,058
Annex Advisory Services, LLC	-1,961	-39.6%	2,987
Kraft, Davis & Associates, LLC	-1,830	-7.2%	23,557
Farther Finance Advisors, LLC	-1,777	-38.5%	2,834
TRUIST FINANCIAL CORP	-1,743	-2.4%	71,587
Private Advisor Group, LLC	-1,381	-20.1%	5,503

IGRO Institutional Ownership

Institutional Ownership — IGRO

Ownership Trends

Top Institutional Holders (257 total)

Recent Activity

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