— Know what they know.
Not Investment Advice

RBLD Institutional Ownership

First Trust Alerian U.S. NextGen Infrastructure ETF
1W: +0.6% 1M: -0.9% 3M: -5.7% YTD: +10.7% 1Y: +11.3% 3Y: +70.6% 5Y: +62.8%
$84.00
+0.81 (+0.98%)
 
Weekly Expected Move ±1.9%
$81 $82 $84 $86 $87
ETF AMEX · AUM $54.6M

Institutional Ownership — RBLD

32
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
6
New Positions
8
Increased
10
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (33 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cooper Capital Advisors LLC NEW 154,945 13M — +0.0% 1Q SEC ↗
2 Performance Wealth Partners, LLC NEW 38,113 3M — +0.0% 1Q SEC ↗
3 ROYAL BANK OF CANADA 31,129 3M +28,088 +923.6% 67Q SEC ↗
4 LPL Financial LLC 25,043 2M +2,602 +11.6% 12Q SEC ↗
5 Sanctuary Advisors, LLC 8,052 676K +1,794 +28.7% 5Q SEC ↗
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,715 480K -15,751 -73.4% 16Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 4,319 363K -529 -10.9% 2Q SEC ↗
8 Sterling Investment Advisors, Ltd. 3,695 310K +100 +2.8% 2Q SEC ↗
9 KESTRA PRIVATE WEALTH SERVICES, LLC 3,500 294K +6 +0.2% 7Q SEC ↗
10 INTERNATIONAL ASSETS INVESTMENT MANAGE 3,347 281K — +0.0% 7Q SEC ↗
11 MORGAN STANLEY 3,209 270K -47 -1.4% 51Q SEC ↗
12 Cambridge Investment Research Advisors 3,053 256K +232 +8.2% 5Q SEC ↗
13 Optivise Advisory Services LLC 2,783 234K -34 -1.2% 3Q SEC ↗
14 Dynamic Advisor Solutions LLC NEW 2,760 232K — +0.0% 1Q SEC ↗
15 JANE STREET GROUP, LLC 2,307 194K -4,583 -66.5% 3Q SEC ↗
16 Keystone Financial Group, Inc. 1,804 152K +3 +0.2% 6Q SEC ↗
17 Institute for Wealth Management, LLC. NEW 855 72K — +0.0% 1Q SEC ↗
18 NewEdge Advisors, LLC 800 67K — +0.0% 2Q SEC ↗
19 OSAIC HOLDINGS, INC. 716 60K +286 +66.5% 26Q SEC ↗
20 NATIONAL BANK OF CANADA /FI 600 50K — +0.0% 19Q SEC ↗
21 HARBOUR INVESTMENTS, INC. 380 32K — +0.0% 13Q SEC ↗
22 Integrated Wealth Concepts LLC NEW 260 22K — +0.0% 1Q SEC ↗
23 Geneos Wealth Management Inc. 175 15K — +0.0% 7Q SEC ↗
24 CREATIVE FINANCIAL DESIGNS INC /ADV 91 8K — +0.0% 5Q SEC ↗
25 Global Retirement Partners, LLC NEW 60 5K — +0.0% 1Q SEC ↗
26 Independent Advisor Alliance 0 0K -3,104 -100.0% 1Q SEC ↗
27 Innovative Asset Advisors Group, LLC 0 0K -301 -100.0% 1Q SEC ↗
28 Western Wealth Management, LLC 0 0K -112 -100.0% 1Q SEC ↗
29 Sound Income Strategies, LLC 0 0K -276 -100.0% 2Q SEC ↗
30 Forty-three Eighteen Advisors, LLC 0 0K -22,163 -100.0% 2Q SEC ↗
31 JPMORGAN CHASE & CO 0 0K — — 7Q SEC ↗
32 TWIN PEAKS WEALTH ADVISORS, LLC 0 0K — — 1Q SEC ↗
33 Kestra Advisory Services, LLC 0 0K -450 -100.0% 1Q SEC ↗
Biggest Increases (8)
HolderAddedChange %Total Shares
ROYAL BANK OF CANADA +28,088 +923.6% 31,129
LPL Financial LLC +2,602 +11.6% 25,043
Sanctuary Advisors, LLC +1,794 +28.7% 8,052
OSAIC HOLDINGS, INC. +286 +66.5% 716
Cambridge Investment Research Advis +232 +8.2% 3,053
Sterling Investment Advisors, Ltd. +100 +2.8% 3,695
KESTRA PRIVATE WEALTH SERVICES, LLC +6 +0.2% 3,500
Keystone Financial Group, Inc. +3 +0.2% 1,804
Biggest Decreases (5)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -15,751 -73.4% 5,715
JANE STREET GROUP, LLC -4,583 -66.5% 2,307
RAYMOND JAMES FINANCIAL INC -529 -10.9% 4,319
MORGAN STANLEY -47 -1.4% 3,209
Optivise Advisory Services LLC -34 -1.2% 2,783

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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