DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHANGE-TRADED FD (IGLD)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
148
Reporting holders
$339.8M
Reported value
0.0%
Calls
0.0%
Puts
+20
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $63.4M | 3,010,754 | 0.01% | 9q | +26.4%+$13.2M |
| ENVESTNET ASSET MANAGEMENT INC | $28.3M | 1,341,776 | 0.01% | 11q | +9.7%+$2.5M |
| TRUIST FINANCIAL CORP | $26.2M | 1,243,278 | 0.03% | 6q | +12.6%+$2.9M |
| Kestra Advisory Services, LLC | $16.4M | 777,249 | 0.05% | 14q | +3.5%+$553.8K |
| Cetera Investment Advisers | $15.2M | 719,977 | 0.01% | 11q | +30.2%+$3.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 607,096 | 0.02% | 20q | +8.1%+$958.4K |
| Hilton Capital Management, LLC | $12.7M | 602,983 | 0.86% | 4q | +1.1%+$142.4K |
| OSAIC HOLDINGS, INC. | $9.0M | 429,350 | 0.01% | 22q | -3.9%-$364.9K |
| Cambridge Investment Research Advisors, Inc. | $8.8M | 419,484 | 0.01% | 13q | +90.6%+$4.2M |
| Cavalier Investments, LLC | $6.8M | 323,655 | 0.28% | 4q | HELD |
| XML Financial, LLC | $6.8M | 323,020 | 0.49% | 20q | +4.5%+$295.6K |
| THOR TRADING ADVISORS, LLC | $6.2M | 294,537 | 1.95% | new | NEW |
| HFG Wealth Management, LLC | $5.1M | 240,859 | 5.10% | 12q | -42.2%-$3.7M |
| Thrive Capital Management, LLC | $4.9M | 230,760 | 0.92% | 5q | -18.1%-$1.1M |
| Bullseye Investment Management, LLC | $4.6M | 219,709 | 2.27% | 7q | +8615.2%+$4.6M |
| Integrated Wealth Concepts LLC | $4.6M | 218,594 | 0.03% | 8q | +96.3%+$2.3M |
| ARQ WEALTH ADVISORS, LLC | $4.4M | 206,520 | 0.54% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $4.3M | 202,438 | 0.05% | new | NEW |
| Sanctuary Advisors, LLC | $3.9M | 183,777 | 0.02% | 9q | +2.4%+$90.0K |
| Janney Montgomery Scott LLC | $3.6M | 168,854 | 0.01% | new | NEW |
| Insight Advisors, LLC/ PA | $3.5M | 165,895 | 0.62% | 21q | -0.9%-$30.8K |
| Snowden Capital Advisors LLC | $3.3M | 156,008 | 0.08% | 9q | +5.6%+$175.2K |
| 3EDGE Asset Management, LP | $3.2M | 151,527 | 0.14% | 15q | +7.3%+$216.5K |
| RETIREMENT GUYS FORMULA LLC | $3.0M | 142,918 | 1.13% | new | NEW |
| Mission Financial Group, LLC | $3.0M | 141,149 | 2.47% | 3q | +1.6%+$47.6K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $2.8M | 133,196 | 1.36% | 2q | +19.7%+$461.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $2.5M | 118,222 | 0.05% | 7q | +15.8%+$339.0K |
| Prostatis Group LLC | $2.4M | 114,496 | 0.56% | 13q | +14.3%+$302.0K |
| Asset One Wealth Management LLC | $2.2M | 107,763 | 0.24% | 3q | +18.2%+$344.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 105,094 | 0.00% | 7q | -17.8%-$477.8K |
| HighTower Advisors, LLC | $2.1M | 101,376 | 0.00% | 18q | +38.0%+$588.0K |
| SHP Wealth Management | $2.1M | 100,621 | 0.15% | 3q | +23.1%+$397.9K |
| Bison Wealth, LLC | $2.1M | 98,586 | 0.19% | 4q | +20.0%+$350.2K |
| Delta Investment Management, LLC | $2.0M | 96,364 | 0.33% | 3q | +17.7%+$305.3K |
| Ameritas Advisory Services, LLC | $1.8M | 87,337 | 0.04% | 8q | +129.2%+$1.0M |
| CORRADO ADVISORS, LLC | $1.8M | 86,787 | 0.84% | 21q | +2.2%+$39.3K |
| Rockport Wealth LLC | $1.7M | 81,420 | 0.29% | 2q | +22.0%+$308.7K |
| NewEdge Advisors, LLC | $1.6M | 76,743 | 0.00% | 3q | +90.0%+$765.6K |
| Marion Wealth Management | $1.6M | 76,289 | 0.33% | 11q | +3.4%+$53.0K |
| Mutual Advisors, LLC | $1.5M | 72,221 | 0.03% | 19q | +37.5%+$414.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 71,303 | 0.03% | 5q | -48.3%-$1.4M |
| World Investment Advisors | $1.4M | 61,377 | 0.02% | 3q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.4M | 64,668 | 0.05% | 2q | +20.5%+$231.9K |
| Gladstone Institutional Advisory LLC | $1.3M | 63,849 | 0.04% | 3q | -2.1%-$29.1K |
| MTM Investment Management, LLC | $1.3M | 61,855 | 0.37% | 20q | -1.3%-$16.8K |
| Orion Porfolio Solutions, LLC | $1.2M | 55,606 | 0.01% | 4q | +29.3%+$265.2K |
| SBI Securities Co., Ltd. | $1.2M | 55,267 | 0.03% | 7q | +93.8%+$563.5K |
| Clear Creek Financial Management, LLC | $1.1M | 50,554 | 0.07% | 4q | +25.3%+$215.0K |
| Foundations Investment Advisors, LLC | $997.5K | 47,363 | 0.01% | 12q | -37.3%-$592.4K |
| HARBOUR INVESTMENTS, INC. | $990.2K | 47,020 | 0.01% | 11q | -23.6%-$306.3K |
| D.A. DAVIDSON & CO. | $978.8K | 46,474 | 0.01% | 17q | +2.4%+$22.6K |
| NORTHCAPE WEALTH MANAGEMENT, LLC | $945.8K | 44,908 | 0.25% | 13q | +1.4%+$13.5K |
| Walser Wealth Management Company, A Ltd Liability Co | $928.6K | 44,093 | 0.39% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $907.1K | 43,073 | 0.00% | 2q | +88.7%+$426.5K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $870.4K | 41,328 | 0.09% | 4q | +103.2%+$442.1K |
| FIRST TRUST ADVISORS LP | $853.9K | 40,545 | 0.00% | 4q | +5.5%+$44.7K |
| MAI Capital Management | $783.9K | 37,222 | 0.00% | new | NEW |
| BOS Asset Management, LLC | $752.2K | 35,715 | 0.17% | 15q | -18.3%-$168.6K |
| BENJAMIN EDWARDS INC | $739.4K | 35,116 | 0.01% | 4q | -14.5%-$125.6K |
| CENTAURUS FINANCIAL, INC. | $722.0K | 34,303 | 0.03% | 7q | +8.7%+$58.1K |
| Archer Investment Corp | $674.6K | 32,032 | 0.07% | 21q | +107.3%+$349.1K |
| Triumph Capital Management | $674.5K | 32,027 | 0.12% | 3q | +15.8%+$91.8K |
| American Institute for Advanced Investment Management, LLP | $647.6K | 30,750 | 0.37% | new | NEW |
| MML INVESTORS SERVICES, LLC | $632.7K | 30,042 | 0.00% | 4q | +23.6%+$120.8K |
| Kingsview Wealth Management, LLC | $631.8K | 29,999 | 0.01% | 22q | +17.9%+$95.9K |
| OPPENHEIMER & CO INC | $624.7K | 29,665 | 0.01% | 7q | +12.8%+$70.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $622.4K | 29,553 | 0.01% | 3q | -30.4%-$271.7K |
| OLD MISSION CAPITAL LLC | $607.3K | 28,838 | 0.01% | new | NEW |
| Mariner, LLC | $605.6K | 28,757 | 0.00% | 3q | -58.5%-$855.1K |
| Sloy Dahl & Holst, LLC | $605.5K | 28,750 | 0.07% | 16q | HELD |
| Encompass More Asset Management | $602.0K | 28,583 | 0.09% | 3q | +23.5%+$114.6K |
| Independent Wealth Network Inc. | $508.2K | 24,131 | 0.13% | 9q | +0.9%+$4.5K |
| 180 WEALTH ADVISORS, LLC | $480.1K | 22,798 | 0.05% | 4q | +31.7%+$115.7K |
| Arax Advisory Partners | $477.5K | 22,673 | 0.00% | new | NEW |
| Collaborative Wealth Managment Inc. | $471.0K | 22,366 | 0.20% | 3q | +26.3%+$98.1K |
| Brookstone Capital Management | $470.2K | 22,325 | 0.00% | 4q | +21.1%+$82.0K |
| Pine Valley Investments Ltd Liability Co | $470.1K | 22,322 | 0.02% | 9q | -4.0%-$19.8K |
| Legacy Wealth Managment, LLC/ID | $466.8K | 22,164 | 0.19% | 8q | +20.6%+$79.7K |
| Pinnacle Financial Partners, Inc. | $464.6K | 22,058 | 0.00% | 3q | -46.0%-$396.0K |
| Luken Investment Analytics, LLC | $463.9K | 22,026 | 0.16% | 6q | -97.1%-$15.3M |
| TRANSCEND CAPITAL ADVISORS, LLC | $452.8K | 21,500 | 0.03% | new | NEW |
| Hamilton Wealth, LLC | $450.2K | 21,376 | 0.08% | 15q | -36.3%-$256.0K |
| Prime Capital Investment Advisors, LLC | $449.5K | 21,343 | 0.00% | 9q | -22.8%-$132.8K |
| Cherry Creek Investment Advisors, Inc. | $447.3K | 21,237 | 0.18% | 17q | -14.4%-$75.3K |
| Private Advisor Group, LLC | $438.0K | 20,795 | 0.00% | 3q | -49.5%-$429.7K |
| Prospera Financial Services Inc | $401.8K | 19,074 | 0.01% | 3q | -29.3%-$166.6K |
| Novak & Powell Financial Services, Inc. | $391.7K | 18,600 | 0.18% | 4q | +1.1%+$4.2K |
| Envestnet Portfolio Solutions, Inc. | $381.1K | 18,095 | 0.00% | 3q | -4.8%-$19.1K |
| RiverTree Advisors, LLC | $379.0K | 17,995 | 0.22% | 7q | -84.0%-$2.0M |
| &PARTNERS | $378.3K | 17,961 | 0.00% | 3q | -0.7%-$2.8K |
| Cambridge Advisors Inc. | $377.3K | 17,914 | 0.06% | 11q | +3.3%+$11.9K |
| Capital Investment Advisory Services, LLC | $372.9K | 17,707 | 0.02% | 13q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $362.2K | 17,200 | 0.01% | 2q | -31.7%-$168.5K |
| Arkadios Wealth Advisors | $360.2K | 17,102 | 0.01% | 8q | -7.6%-$29.6K |
| MGO ONE SEVEN LLC | $356.3K | 16,918 | 0.01% | 5q | +45.7%+$111.7K |
| WEDBUSH SECURITIES INC | $316.0K | 15,021 | 0.01% | new | NEW |
| Global Assets Advisory, LLC | $305.4K | 14,689 | 0.07% | new | NEW |
| Exit Wealth Advisors, LLC. | $304.1K | 14,438 | 0.14% | 4q | -16.8%-$61.6K |
| Intrua Financial, LLC | $303.5K | 14,410 | 0.03% | 3q | +7.5%+$21.1K |
| Horizon Advisory Services, Inc. | $278.9K | 13,241 | 0.12% | 10q | +4.6%+$12.3K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-22 | 13G/A | TRUIST FINANCIAL CORP | 3.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 56 | $70.6M | 3,470,947 | 8 | 28 | 11 | 0.0% |
| Q2 2026 | 148 | $339.8M | 16,127,192 | 34 | 66 | 36 | 0.0% |
| Q1 2026 | 128 | $382.5M | 14,990,361 | 20 | 63 | 37 | 0.0% |
| Q4 2025 | 118 | $307.5M | 12,272,525 | 21 | 62 | 20 | 0.0% |
| Q3 2025 | 97 | $236.9M | 9,933,801 | 25 | 37 | 20 | 0.0% |
| Q2 2025 | 76 | $182.7M | 8,431,631 | 9 | 40 | 14 | 0.0% |
| Q1 2025 | 68 | $127.9M | 6,120,073 | 4 | 36 | 15 | 0.0% |
| Q4 2024 | 68 | $102.9M | 5,369,206 | 12 | 22 | 18 | 0.0% |
| Q3 2024 | 58 | $95.6M | 4,468,790 | 8 | 27 | 11 | 0.0% |
| Q2 2024 | 51 | $80.4M | 4,013,188 | 9 | 15 | 10 | 0.0% |
| Q1 2024 | 43 | $70.6M | 3,585,800 | 5 | 20 | 9 | 0.0% |
| Q4 2023 | 43 | $66.6M | 3,464,620 | 9 | 16 | 13 | 0.0% |
| Q3 2023 | 36 | $48.8M | 2,693,090 | 5 | 13 | 10 | 0.0% |
| Q2 2023 | 35 | $48.7M | 2,548,265 | 11 | 12 | 8 | 0.0% |
| Q1 2023 | 28 | $35.4M | 1,789,677 | 6 | 9 | 6 | 0.0% |
| Q4 2022 | 23 | $23.9M | 1,253,352 | 4 | 7 | 8 | 0.0% |
| Q3 2022 | 23 | $128.1M | 7,030,217 | 3 | 7 | 8 | 0.0% |
| Q2 2022 | 21 | $138.7M | 6,993,328 | 5 | 7 | 8 | 0.0% |
| Q1 2022 | 15 | $19.8M | 929,052 | 2 | 8 | 2 | 0.0% |
| Q4 2021 | 15 | $120.3M | 5,873,574 | 3 | 6 | 3 | 0.0% |
| Q3 2021 | 12 | $112.6M | 5,675,729 | 4 | 5 | 3 | 0.0% |
| Q2 2021 | 10 | $156.2M | 7,780,735 | 6 | 3 | 1 | 0.0% |
| Q1 2021 | 4 | $2.6M | 133,331 | 4 | 0 | 0 | 0.0% |
| Q2 2019 | 9 | $972.0K | 3,147,341 | 3 | 2 | 2 | 0.0% |
| Q1 2019 | 7 | $2.2M | 3,844,617 | 3 | 3 | 0 | 0.0% |
| Q4 2018 | 5 | $1.6M | 1,028,295 | 0 | 1 | 0 | 0.0% |