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Disclosery

IGLD FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

67 managers (68 13F filers) reported a position in IGLD shares at 2024-12-31, 5,366,595 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
67
13F filers
68
New
12
Added
24
Reduced
18
Sold out
4
Shares held by filers
5,366,595

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kestra Advisory Services, LLCgroup of 2 filers holding859,416$16.2M+88,276Timeline
COMMONWEALTH EQUITY SERVICES, LLC651,258$12.3M0.02%+17,43313F-HRTimeline
HFG Wealth Management, LLC528,269$11.4M7.39%-14,19013F-HRTimeline
Aptus Capital Advisors, LLC489,665$9.24M0.11%new13F-HRTimeline
XML Financial, LLC226,258$4.27M0.39%-4,53813F-HRTimeline
Thrive Capital Management, LLC192,181$3.63M1.66%+96,24513F-HRTimeline
Sanctuary Advisors, LLC168,052$3.28M0.02%+20,92013F-HRTimeline
3EDGE Asset Management, LP161,561$3.05M0.19%+5,41513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.148,228$2.8M0.02%+48,56013F-HRTimeline
Insight Advisors, LLC/ PA137,374$2.58M0.44%-6,44813F-HRTimeline
Prostatis Group LLC125,558$2.37M0.69%+6,36213F-HRTimeline
Foundations Investment Advisors, LLC107,530$2.03M0.04%+6,10713F-HRTimeline
CORRADO ADVISORS, LLC104,128$1.97M1.28%-3,85713F-HRTimeline
Cetera Investment Advisers98,631$1.86M<0.01%-38,53413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,194$1.7M<0.01%+7,25513F-HR/ATimelineGroup
Snowden Capital Advisors LLC84,775$1.6M0.05%+14,10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…84,332$1.59M<0.01%+64,96713F-HRTimelineGroup
Cambridge Investment Research Advisors,…80,924$1.53M0.01%+5,84613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…75,083$1.42M0.05%+61,88213F-HRTimelineGroup
HighTower Advisors, LLC71,399$1.35M<0.01%+56113F-HRTimeline
Marion Wealth Management67,958$1.28M0.34%+1,84613F-HRTimeline
MTM Investment Management, LLC63,130$1.19M0.46%-1,25013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,779$1.15M<0.01%-48,50713F-HRTimelineGroup
Kingsview Wealth Management, LLC52,428$990K0.02%+88713F-HRTimeline
RiverTree Advisors, LLC47,988$906K0.6%new13F-HRTimeline
Janney Montgomery Scott LLC47,566$898K<0.01%+10713F-HRTimeline
BOS Asset Management, LLC46,808$884K0.32%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC44,463$839K0.27%-1,00813F-HRTimeline
Bullseye Investment Management, LLC36,022$681K0.45%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding32,841$620K+22,087Timeline
Integrated Wealth Concepts LLC29,861$564K0.01%+13,84013F-HRTimeline
Hamilton Wealth, LLC26,144$494K0.12%-1913F-HRTimeline
Cherry Creek Investment Advisors, Inc.25,950$490K0.24%+3,21813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,617$484K<0.01%new13F-HR/ATimeline
Sloy Dahl & Holst, LLC25,125$474K0.06%-55013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC24,812$468K0.44%-38513F-HRTimeline
Independent Wealth Network Inc.22,428$423K0.17%-8,11613F-HRTimeline
Mutual Advisors, LLC21,073$404K0.01%+7513F-HRTimeline
Pine Valley Investments Ltd Liability Co19,638$371K0.02%+6,75013F-HRTimeline
D.A. DAVIDSON & CO.18,362$347K<0.01%013F-HRTimeline
Cambridge Advisors Inc.17,828$337K0.08%+3,71913F-HRTimeline
Arkadios Wealth Advisors17,275$326K0.02%+2,43613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,239$325K<0.01%new13F-HRTimelineGroup
LPL Financial LLC15,841$299K<0.01%-61,95813F-HRTimeline
Horizon Advisory Services, Inc.12,671$239K0.14%+38113F-HRTimeline
OneDigital Investment Advisors LLC11,000$208K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC10,575$200K<0.01%-1,92513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,393$196K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.7,111$134K0.01%new13F-HRTimeline
Archer Investment Corp5,877$111K0.03%013F-HRTimeline
IFP Advisors, Inc5,720$108K<0.01%-1,30013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,491$84.8K<0.01%-1,47913F-HRTimeline
Geneos Wealth Management Inc.2,337$44.1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,566$29.6K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.966$18.2K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC749$14.1K<0.01%013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC520$9.82K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…150$2.83K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT139$2.62K<0.01%new13F-HRTimeline
COMERICA BANK104$1.96K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC100$1.89K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC90$1.7K<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC20$398<0.01%-1213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$398<0.01%-1213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3$68<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$24<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.