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Disclosery

OGIG ALPS ETF TR

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OSHS GBL INTER (fund)

51 managers (51 13F filers) reported a position in OGIG shares at 2024-12-31, 564,296 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
51
13F filers
51
New
8
Added
8
Reduced
18
Sold out
9
Shares held by filers
564,296

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
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,164$3.41M0.01%-17,22513F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC65,600$3.02M0.02%+34,30013F-HRTimelineGroup
Beacon Pointe Advisors, LLC52,138$2.4M0.03%-2,35313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,776$1.92M<0.01%-10,07013F-HRTimelineGroup
LPL Financial LLC33,822$1.56M<0.01%-2,61213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,401$1.49M0.02%-1,88213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,847$1.33M<0.01%-6,78913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,360$1.17M<0.01%-2,75713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21,315$980K<0.01%-51613F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…20,810$957K0.19%+4,55613F-HRTimeline
Clay Northam Wealth Management, LLC15,326$705K0.46%-2,09013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,091$602K<0.01%13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,878$592K<0.01%+42613F-HRTimelineGroup
Diligent Investors, LLC11,686$537K0.12%013F-HRTimeline
Cambridge Investment Research Advisors,…11,352$522K<0.01%-38813F-HRTimeline
Private Portfolio Partners LLC9,771$449K0.08%-1,16013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,542$439K<0.01%+1,65913F-HR/ATimelineGroup
Goldstone Financial Group, LLC9,426$434K0.07%-1,71813F-HRTimeline
Consolidated Portfolio Review Corp9,374$431K0.07%-1,23813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,140$420K<0.01%-3,23313F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,330$383K<0.01%+13513F-HRTimelineGroup
PRIVATE TRUST CO NA7,071$325K0.03%013F-HRTimeline
USA FINANCIAL FORMULAS6,746$310K0.05%+113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,734$218K<0.01%new13F-HRTimeline
Triumph Capital Management4,492$207K0.07%new13F-HRTimeline
Parallel Advisors, LLC4,175$192K<0.01%-13513F-HRTimeline
Capital Advisors, Ltd. LLC4,035$186K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG3,612$166K<0.01%+1,02413F-HRTimelineGroup
Financial Perspectives, Inc3,193$147K0.05%-28613F-HRTimeline
Golden State Wealth Management, LLC3,124$144K0.02%13F-HRTimeline
Steward Partners Investment Advisory, L…1,300$59.8K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning1,247$57.4K<0.01%new13F-HRTimelineGroup
Rise Advisors, LLC975$44.8K0.02%-22513F-HRTimeline
FMR LLCin group FMR LLC957$44K<0.01%+4013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC604$27.8K<0.01%013F-HRTimelineGroup
Runnymede Capital Advisors, Inc.600$27.6K0.02%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.300$14K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC269$12.4K<0.01%013F-HRTimelineGroup
MAI Capital Management100$4.6K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC100$4.6K<0.01%-45513F-HRTimeline
ORG Partners LLC100$4.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC95$4.37K<0.01%new13F-HRTimeline
Transce3nd, LLC95$4.37K<0.01%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/75$3.45K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38$1.75K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC38$1.75K<0.01%013F-HRTimeline
Allworth Financial LP35$1.69K<0.01%013F-HRTimeline
COUNTRY TRUST BANK16$736<0.01%new13F-HRTimeline
AE Wealth Management LLC16$736<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.5$230<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.