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Disclosery

IGLD FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

68 managers (68 13F filers) reported a position in IGLD shares at 2025-03-31, 6,119,009 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
68
13F filers
68
New
4
Added
34
Reduced
17
Sold out
4
Shares held by filers
6,119,009

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding810,017$17M-49,399Timeline
COMMONWEALTH EQUITY SERVICES, LLC683,531$14.3M0.02%+32,27313F-HRTimeline
Aptus Capital Advisors, LLC537,853$11.3M0.13%+48,18813F-HRTimeline
HFG Wealth Management, LLC472,732$8.93M5.41%-55,53713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC360,956$7.57M<0.01%+300,17713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP263,984$5.54M0.01%new13F-HRTimelineGroup
XML Financial, LLC254,177$5.33M0.5%+27,91913F-HRTimeline
Cetera Investment Advisers193,029$4.05M0.01%+94,39813F-HRTimeline
Sanctuary Advisors, LLC170,843$3.58M0.03%+2,79113F-HRTimeline
Mission Financial Group, LLC138,890$3.55M3.27%13F-HRTimeline
3EDGE Asset Management, LP156,728$3.29M0.22%-4,83313F-HRTimeline
Insight Advisors, LLC/ PA140,715$2.95M0.52%+3,34113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136,162$2.86M0.01%+45,96813F-HRTimelineGroup
Prostatis Group LLC128,107$2.69M0.85%+2,54913F-HRTimeline
CORRADO ADVISORS, LLC102,287$2.14M1.43%-1,84113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.98,103$2.06M0.01%-50,12513F-HRTimeline
Cambridge Investment Research Advisors,…95,574$2M0.01%+14,65013F-HRTimeline
Foundations Investment Advisors, LLC94,611$1.98M0.04%-12,91913F-HRTimeline
Snowden Capital Advisors LLC92,411$1.94M0.06%+7,63613F-HRTimeline
Kingsview Wealth Management, LLC82,967$1.74M0.03%+30,53913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…82,628$1.66M0.07%+7,54513F-HRTimelineGroup
Marion Wealth Management73,823$1.55M0.41%+5,86513F-HRTimeline
HighTower Advisors, LLC72,638$1.52M<0.01%+1,23913F-HRTimeline
MTM Investment Management, LLC63,130$1.31M0.51%013F-HRTimeline
Janney Montgomery Scott LLC60,240$1.26M<0.01%+12,67413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,137$1.07M<0.01%-33,19513F-HRTimelineGroup
RiverTree Advisors, LLC47,529$997K0.67%-45913F-HRTimeline
BOS Asset Management, LLC46,808$982K0.34%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…44,340$930K0.03%+11,49913F-HRTimelineGroup
NORTHCAPE WEALTH MANAGEMENT, LLC44,323$929K0.3%-14013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,500$828K<0.01%+13,88313F-HRTimeline
Bullseye Investment Management, LLC38,688$811K0.49%+2,66613F-HRTimeline
LPL Financial LLC37,054$777K<0.01%+21,21313F-HRTimeline
Integrated Wealth Concepts LLC32,498$681K0.01%+2,63713F-HRTimeline
Sloy Dahl & Holst, LLC29,325$615K0.11%+4,20013F-HRTimeline
Cherry Creek Investment Advisors, Inc.26,422$554K0.29%+47213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC24,802$520K0.45%-1013F-HRTimeline
D.A. DAVIDSON & CO.23,277$488K<0.01%+4,91513F-HRTimeline
Mutual Advisors, LLC20,970$457K0.01%-10313F-HRTimeline
Independent Wealth Network Inc.21,500$451K0.18%-92813F-HRTimeline
Pine Valley Investments Ltd Liability Co20,631$433K0.03%+99313F-HRTimeline
Hamilton Wealth, LLC17,223$361K0.09%-8,92113F-HRTimeline
CROSSPOINT FINANCIAL, LLC16,416$344K1%13F-HRTimeline
Cambridge Advisors Inc.16,409$344K0.08%-1,41913F-HRTimeline
Prime Capital Investment Advisors, LLC15,588$327K<0.01%+5,01313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,178$297K<0.01%-3,06113F-HR/ATimelineGroup
Arkadios Wealth Advisors13,838$290K0.01%-3,43713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,721$288K<0.01%+3,32813F-HRTimelineGroup
Horizon Advisory Services, Inc.13,236$278K0.16%+56513F-HRTimeline
OneDigital Investment Advisors LLC12,200$256K<0.01%+1,20013F-HRTimeline
Advisory Services Network, LLC10,132$212K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,742$204K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.9,692$203K<0.01%+7,35513F-HRTimeline
HARBOUR INVESTMENTS, INC.9,471$199K0.01%+4,98013F-HRTimeline
Luken Investment Analytics, LLC8,178$171K0.08%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.6,795$142K0.01%-31613F-HRTimeline
Archer Investment Corp5,877$123K0.03%013F-HRTimeline
IFP Advisors, Inc5,720$120K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,604$33.6K<0.01%+1,60113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,566$32.8K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.1,358$28.5K<0.01%+39213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC749$14.1K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…150$3.15K<0.01%013F-HRTimeline
COMERICA BANK104$2.18K<0.01%013F-HRTimeline
CoreCap Advisors, LLC100$2.1K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$428<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$49<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.