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Disclosery

IGLD FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

116 managers (117 13F filers) reported a position in IGLD shares at 2025-12-31, 12,270,483 shares in all. 21 filers opened a position and 5 filers sold out during the quarter.

Managers
116
13F filers
117
New
21
Added
63
Reduced
20
Sold out
5
Shares held by filers
12,270,483

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC1,522,405$38.1M0.01%+405,52213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,256,281$31.4M+232,704Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP903,290$22.6M0.03%+16,38513F-HRTimelineGroup
Luken Investment Analytics, LLC849,185$21.2M8.38%+5,42813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC751,169$18.8M0.08%+19,81013F-HRTimelineGroup
Hilton Capital Management, LLC603,486$15.1M1.14%+369,13013F-HRTimeline
Cetera Investment Advisers461,088$11.5M0.01%+80,62413F-HRTimeline
HFG Wealth Management, LLC421,007$10.5M5.8%-25,58013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC378,815$9.47M0.01%+339,62113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.350,999$8.78M0.01%+23,44913F-HRTimelineGroup
Thrive Capital Management, LLC298,224$7.46M1.66%-8,78213F-HRTimeline
XML Financial, LLC284,164$7.11M0.58%+18,25313F-HRTimeline
Cavalier Investments, LLC235,347$5.89M1.83%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…204,404$5.27M0.01%+50,72013F-HRTimeline
Sanctuary Advisors, LLC201,204$5.03M0.03%+4,91513F-HRTimeline
Cambridge Investment Research Advisors,…169,572$4.24M0.01%+30,91313F-HRTimeline
Janney Montgomery Scott LLC164,698$4.12M0.01%+39,75313F-HRTimeline
Insight Advisors, LLC/ PA162,555$4.07M0.62%+14,35413F-HRTimeline
3EDGE Asset Management, LP153,053$3.83M0.2%+7,62813F-HRTimeline
Snowden Capital Advisors LLC141,841$3.55M0.09%+34,78813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC140,287$3.51M0.08%+72,65213F-HRTimeline
Prostatis Group LLC109,101$2.73M0.65%-14,93213F-HRTimeline
RiverTree Advisors, LLC108,338$2.71M1.73%+1,99913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…99,089$2.48M0.06%+13,89713F-HRTimelineGroup
CORRADO ADVISORS, LLC94,722$2.37M1.19%-10,87813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC93,972$2.35M0.03%+78,17613F-HRTimelineGroup
Asset One Wealth Management LLC90,938$2.34M0.32%13F-HRTimeline
Marion Wealth Management76,052$2.13M0.47%+33913F-HRTimeline
Bison Wealth, LLC80,350$2.12M0.24%+39,19213F-HRTimeline
SHP Wealth Management79,708$1.99M0.16%13F-HRTimeline
Foundations Investment Advisors, LLC77,386$1.94M0.03%+8,04213F-HRTimeline
HighTower Advisors, LLC75,095$1.88M<0.01%+1,21713F-HRTimeline
Delta Investment Management, LLC68,769$1.72M0.3%new13F-HRTimeline
MTM Investment Management, LLC63,055$1.58M0.5%-7513F-HRTimeline
Integrated Wealth Concepts LLC59,869$1.5M0.02%+16,81813F-HRTimeline
Sigma Planning Corp53,472$1.34M0.04%+5,75313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …53,354$1.33M0.01%13F-HR/ATimelineGroup
Walser Wealth Management Company, A Ltd…47,803$1.2M0.63%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…44,747$1.12M0.02%new13F-HRTimelineGroup
BOS Asset Management, LLC43,668$1.09M0.29%013F-HRTimeline
World Investment Advisors43,547$1.09M0.02%new13F-HR/ATimeline
NORTHCAPE WEALTH MANAGEMENT, LLC42,219$1.06M0.3%-1,07813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,035$1.05M0.04%+9,68413F-HRTimelineGroup
D.A. DAVIDSON & CO.41,460$1.04M0.01%+9,09313F-HRTimeline
Mutual Advisors, LLC40,961$1.02M0.02%+17,39313F-HRTimeline
Orion Porfolio Solutions, LLC39,820$996K0.01%+22,99213F-HRTimeline
Hamilton Wealth, LLC38,240$956K0.18%+2,20813F-HR/ATimeline
OLD MISSION CAPITAL LLC37,355$934K0.04%+7,02113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP33,454$837K<0.01%+14,29113F-HRTimelineGroup
Kingsview Wealth Management, LLC32,743$819K0.01%+1,36013F-HRTimeline
Mariner, LLCin group Mariner, LLC32,230$806K<0.01%new13F-HRTimelineGroup
Sloy Dahl & Holst, LLC30,350$759K0.09%013F-HRTimeline
CENTAURUS FINANCIAL, INC.29,611$741K0.03%+5,19513F-HRTimeline
Gladstone Institutional Advisory LLC27,413$686K0.03%new13F-HRTimeline
Compound Planning, Inc.26,363$659K0.02%-1,51913F-HRTimeline
Prime Capital Investment Advisors, LLC25,523$638K0.01%+95813F-HRTimeline
Cherry Creek Investment Advisors, Inc.25,177$630K0.27%+1,31713F-HRTimeline
Encompass More Asset Management24,389$610K0.11%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.24,218$606K0.01%+1,63313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,548$564K0.01%-10,60513F-HRTimelineGroup
Independent Wealth Network Inc.22,341$559K0.17%-85113F-HRTimeline
Pine Valley Investments Ltd Liability Co22,320$558K0.03%+36313F-HRTimeline
Clear Creek Financial Management, LLC22,095$553K0.05%+1,57513F-HRTimeline
MML INVESTORS SERVICES, LLC20,525$513K<0.01%+6,19913F-HRTimeline
Novak & Powell Financial Services, Inc.18,600$465K0.24%+4,30013F-HRTimeline
SteelPeak Wealth, LLC17,500$438K0.01%-2,77713F-HRTimeline
&PARTNERS17,090$427K<0.01%new13F-HRTimeline
Cambridge Advisors Inc.16,982$425K0.08%+42413F-HRTimeline
Arkadios Wealth Advisors16,841$421K0.01%+2,56413F-HRTimeline
CROSSPOINT FINANCIAL, LLC16,646$416K0.98%+14013F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,288$407K0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.16,062$402K0.14%new13F-HRTimeline
180 WEALTH ADVISORS, LLC16,028$401K0.05%+2,31713F-HRTimeline
Private Advisor Group, LLC15,789$395K<0.01%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC15,679$392K0.04%+3,19313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC15,669$392K0.27%-50513F-HRTimeline
Balboa Wealth Partners14,347$359K0.06%-61013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,007$350K<0.01%+3,89913F-HRTimelineGroup
Prospera Financial Services Inc13,593$340K0.01%new13F-HRTimeline
Horizon Advisory Services, Inc.13,549$339K0.17%+29113F-HRTimeline
Intrua Financial, LLC13,201$330K0.04%new13F-HRTimeline
QP WEALTH MANAGEMENT, LLC11,993$300K0.26%13F-HRTimeline
Archer Investment Corp11,921$298K0.07%+6,04413F-HRTimeline
Advisory Services Network, LLC11,829$296K<0.01%+99813F-HRTimeline
Global Assets Advisory, LLC11,827$296K0.08%+2,76213F-HRTimeline
OneDigital Investment Advisors LLC10,765$269K<0.01%-1,16513F-HRTimeline
Exit Wealth Advisors, LLC.10,410$260K0.15%-32913F-HRTimeline
MGO ONE SEVEN LLC10,055$251K0.01%+11013F-HRTimeline
Merit Financial Group, LLC9,940$249K<0.01%+52013F-HRTimeline
GPS Wealth Strategies Group, LLC9,267$232K0.2%-2,94713F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT8,989$225K0.11%new13F-HRTimeline
G&S Capital LLC8,828$221K0.08%new13F-HRTimeline
Annex Advisory Services, LLC8,667$217K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.8,637$216K0.01%+6,33713F-HRTimeline
CALTON & ASSOCIATES, INC.8,297$207K0.03%-38113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,241$206K0.01%-1813F-HRTimeline
NewEdge Advisors, LLC7,100$178K<0.01%new13F-HRTimeline
IFP Advisors, Inc5,280$132K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…5,045$126K0.01%+4,63513F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,263$81.6K0.01%13F-HRTimeline
Geneos Wealth Management Inc.2,258$56.5K<0.01%-1,21513F-HRTimeline
Bullseye Investment Management, LLC2,177$54.4K0.03%-36,51113F-HRTimeline
Triumph Capital Management2,023$50.6K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,975$49.4K<0.01%+1,97213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,789$44.7K<0.01%+10013F-HR/ATimelineGroup
COMERICA BANK592$14.8K<0.01%+29113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…500$12.5K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…368$9.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC306$7.65K<0.01%+28213F-HRTimeline
Allworth Financial LP210$5.25K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.200$5K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN157$3.92K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC100$2.5K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC80$2K<0.01%-3,90913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…22$558<0.01%+113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$55<0.01%+113F-HR/ATimelineGroup