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MILN Institutional Ownership

Global X - Millennial Consumer ETF
1W: -1.5% 1M: -8.0% 3M: -5.5% YTD: -9.6% 1Y: -14.5% 3Y: +41.3% 5Y: -5.2%
$42.23
+0.05 (+0.12%)
 
Weekly Expected Move ±2.3%
$40 $41 $42 $43 $44
ETF NASDAQ · AUM $91.4M

Institutional Ownership — MILN

42
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
36M
Total Invested
6
New Positions
9
Increased
16
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (51 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 655,299 $28M +117,289 +21.8% 15Q SEC ↗
2 Moran Wealth Management, LLC 44,204 $2M +7,335 +19.9% 6Q SEC ↗
3 LPL Financial LLC 28,541 $1M +653 +2.3% 33Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 26,628 $1M -165 -0.6% 31Q SEC ↗
5 MORGAN STANLEY 19,408 $820K -27,927 -59.0% 30Q SEC ↗
6 HRT FINANCIAL LP NEW 10,428 $440K — +0.0% 1Q SEC ↗
7 NORTHBRIDGE FINANCIAL GROUP, LLC 7,315 $309K -122 -1.6% 3Q SEC ↗
8 Stratos Wealth Partners, LTD. 7,298 $308K -5,088 -41.1% 29Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,166 $260K -16,284 -72.5% 4Q SEC ↗
10 HBW ADVISORY SERVICES LLC 5,204 $220K +156 +3.1% 17Q SEC ↗
11 Cetera Investment Advisers 4,704 $199K -1,460 -23.7% 23Q SEC ↗
12 Integrated Wealth Concepts LLC NEW 4,000 $169K — +0.0% 1Q SEC ↗
13 ROYAL BANK OF CANADA 3,704 $156K +16 +0.4% 32Q SEC ↗
14 OSAIC HOLDINGS, INC. 3,478 $147K -3,403 -49.5% 26Q SEC ↗
15 HARBOUR INVESTMENTS, INC. 2,880 $122K — +0.0% 17Q SEC ↗
16 FMR LLC 1,710 $72K -488 -22.2% 21Q SEC ↗
17 Plante Moran Financial Advisors, LLC NEW 1,400 $59K — +0.0% 1Q SEC ↗
18 JPMORGAN CHASE & CO 897 $38K -2,694 -75.0% 11Q SEC ↗
19 CREATIVE FINANCIAL DESIGNS INC /ADV 757 $32K +4 +0.5% 24Q SEC ↗
20 NATIONAL BANK OF CANADA /FI 586 $25K — +0.0% 19Q SEC ↗
21 WELLS FARGO & COMPANY/MN 450 $19K +450 — 22Q SEC ↗
22 ROTHSCHILD INVESTMENT LLC 375 $16K — +0.0% 11Q SEC ↗
23 NewEdge Advisors, LLC 250 $11K — +0.0% 15Q SEC ↗
24 Steigerwald, Gordon & Koch Inc. 206 $9K — +0.0% 4Q SEC ↗
25 Golden State Wealth Management, LLC 202 $9K — +0.0% 7Q SEC ↗
26 Burnham & Co LLC NEW 180 $8K — +0.0% 1Q SEC ↗
27 Trask Adam Roland NEW 180 $8K — +0.0% 1Q SEC ↗
28 SBI Securities Co., Ltd. 164 $7K -20 -10.9% 7Q SEC ↗
29 MERCER GLOBAL ADVISORS INC /ADV NEW 147 $6K — +0.0% 1Q SEC ↗
30 UBS Group AG 142 $6K -4,348 -96.8% 5Q SEC ↗
31 VANGUARD ADVISERS INC 97 $4K +63 +185.3% 2Q SEC ↗
32 Rossby Financial, LCC 88 $4K +85 +2833.3% 2Q SEC ↗
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 74 $3K -8 -9.8% 5Q SEC ↗
34 BLAIR WILLIAM & CO/IL 50 $2K — +0.0% 10Q SEC ↗
35 AE Wealth Management LLC 30 $1K — +0.0% 7Q SEC ↗
36 TD Waterhouse Canada Inc. NEW 25 $1K — +0.0% 1Q SEC ↗
37 AlphaCore Capital LLC 11 $0K — +0.0% 4Q SEC ↗
38 ASSETMARK, INC 9 $0K — +0.0% 7Q SEC ↗
39 DHJJ Financial Advisors, Ltd. 2 $0K — +0.0% 12Q SEC ↗
40 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0 $0K -14 -100.0% 4Q SEC ↗
41 STIFEL FINANCIAL CORP 0 $0K -4,295 -100.0% 3Q SEC ↗
42 CITIGROUP INC 0 $0K -1 -100.0% 2Q SEC ↗
43 SageView Advisory Group, LLC 0 $0K -121 -100.0% 1Q SEC ↗
44 Archford Capital Strategies, LLC 0 $0K -11,336 -100.0% 24Q SEC ↗
45 Western Wealth Management, LLC 0 $0K -50 -100.0% 1Q SEC ↗
46 NewEdge Wealth, LLC 0 $0K -37,200 -100.0% 6Q SEC ↗
47 Game Plan Financial Advisors, LLC 0 $0K -2 -100.0% 1Q SEC ↗
48 Steward Partners Investment Advisory, 0 $0K -223 -100.0% 4Q SEC ↗
49 Aviso Financial Inc. 0 $0K -240 -100.0% 1Q SEC ↗
50 TWO SIGMA INVESTMENTS, LP 0 $0K -5,700 -100.0% 3Q SEC ↗
Biggest Increases (9)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +117,289 +21.8% 655,299
Moran Wealth Management, LLC +7,335 +19.9% 44,204
LPL Financial LLC +653 +2.3% 28,541
WELLS FARGO & COMPANY/MN +450 — 450
HBW ADVISORY SERVICES LLC +156 +3.1% 5,204
Rossby Financial, LCC +85 +2833.3% 88
VANGUARD ADVISERS INC +63 +185.3% 97
ROYAL BANK OF CANADA +16 +0.4% 3,704
CREATIVE FINANCIAL DESIGNS INC /ADV +4 +0.5% 757
Biggest Decreases (12)
HolderReducedChange %Total Shares
MORGAN STANLEY -27,927 -59.0% 19,408
SUSQUEHANNA INTERNATIONAL GROUP, LL -16,284 -72.5% 6,166
Stratos Wealth Partners, LTD. -5,088 -41.1% 7,298
UBS Group AG -4,348 -96.8% 142
OSAIC HOLDINGS, INC. -3,403 -49.5% 3,478
JPMORGAN CHASE & CO -2,694 -75.0% 897
Cetera Investment Advisers -1,460 -23.7% 4,704
FMR LLC -488 -22.2% 1,710
COMMONWEALTH EQUITY SERVICES, LLC -165 -0.6% 26,628
NORTHBRIDGE FINANCIAL GROUP, LLC -122 -1.6% 7,315
SBI Securities Co., Ltd. -20 -10.9% 164
NORTHWESTERN MUTUAL WEALTH MANAGEME -8 -9.8% 74

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