TGLR Institutional Ownership
Wedbush Laffer Tengler New Era Value ETF
1W: +0.1%
1M: -2.0%
3M: -2.9%
YTD: +7.6%
1Y: +10.3%
3Y: +74.0%
$39.25
+0.32 (+0.83%)
Weekly Expected Move ±1.6%
$38
$39
$39
$40
$40
Overview
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Institutional Ownership — TGLR
12
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
12
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LAFFER TENGLER INVESTMENTS, INC. NEW | 86,177 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 2 | GTS SECURITIES LLC NEW | 22,260 | $874K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Garden State Investment Advisory Servi NEW | 20,029 | $786K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Per Stirling Capital Management, LLC. NEW | 17,995 | $706K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Seelaus Asset Management LLC NEW | 10,410 | $409K | — | +0.0% | 1Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO NEW | 7,382 | $290K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Sigma Planning Corp NEW | 5,789 | $227K | — | +0.0% | 1Q | SEC ↗ |
| 8 | NewEdge Advisors, LLC NEW | 550 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Caldwell Trust Co NEW | 250 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 10 | AE Wealth Management LLC NEW | 170 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 11 | MERCER GLOBAL ADVISORS INC /ADV NEW | 50 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| LAFFER TENGLER INVESTMENTS, INC. | 86,177 | $3M |
| GTS SECURITIES LLC | 22,260 | $874K |
| Garden State Investment Advisory Se | 20,029 | $786K |
| Per Stirling Capital Management, LL | 17,995 | $706K |
| Seelaus Asset Management LLC | 10,410 | $409K |
| JPMORGAN CHASE & CO | 7,382 | $290K |
| Sigma Planning Corp | 5,789 | $227K |
| NewEdge Advisors, LLC | 550 | $22K |
| Caldwell Trust Co | 250 | $10K |
| AE Wealth Management LLC | 170 | $7K |
| MERCER GLOBAL ADVISORS INC /ADV | 50 | $2K |
| WELLS FARGO & COMPANY/MN | 1 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.