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+0.28 (+1.35%)

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Institutional ownership· 13F filers holding IGLD · 2026-Q1 methodology → sources →

127 holders

FUNDFIRST TR EXCHANGE-TRADED FDA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

14,970,207

Reporting holders

127

% of shares outstanding is not shown for IGLD: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register99.6%126 active filers

Index / screened out0.4%1 filers

Reporting holders1272026-Q1

Top-10 concentration62.1%

HHI0.0553

Effective holders18.1

Crowding percentile—

Crowding percentile withheld — no market cap for IGLD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 127 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	2,382,0652.4M	$61M	—	ADD 56%
2	ENVESTNET ASSET MANAGEMENT INC	1,222,9991.2M	$31M	—	—
3	TRUIST FINANCIAL CORP	1,103,7981.1M	$28M	—	ADD 22%
4	Aptus Capital Advisors, LLC	938,512938,512	$24M	—	NEW
5	Kestra Advisory Services, LLC	750,951750,951	$19M	—	—
6	Luken Investment Analytics, LLC	747,915747,915	$19M	—	TRIM -12%
7	Hilton Capital Management, LLC	596,223596,223	$15M	—	—
8	COMMONWEALTH EQUITY SERVICES, LLC	561,586561,586	$14M	—	ADD 48%
9	Cetera Investment Advisers	552,819552,819	$14M	—	ADD 20%
10	OSAIC HOLDINGS, INC.	446,675446,675	$11M	—	ADD 27%
11	HFG Wealth Management, LLC	416,956416,956	$11M	—	—
12	Cavalier Investments, LLC	323,655323,655	$8M	—	ADD 38%
13	XML Financial, LLC	308,983308,983	$8M	—	ADD 9%
14	Thrive Capital Management, LLC	281,595281,595	$7M	—	TRIM -6%
15	Cambridge Investment Research Advisors, Inc.	220,099220,099	$6M	—	ADD 30%
16	Sanctuary Advisors, LLC	179,505179,505	$5M	—	TRIM -11%
17	Insight Advisors, LLC/ PA	167,358167,358	$4M	—	ADD 3%
18	Snowden Capital Advisors LLC	147,689147,689	$4M	—	ADD 4%
19	3EDGE Asset Management, LP	141,245141,245	$4M	—	TRIM -8%
20	INDEPENDENT FINANCIAL GROUP, LLC	137,949137,949	$4M	—	—
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	127,823127,823	$3M	—	TRIM -37%
22	RiverTree Advisors, LLC	112,491112,491	$3M	—	ADD 4%
23	Integrated Wealth Concepts LLC	111,373111,373	$3M	—	ADD 86%
24	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	111,268111,268	$3M	—	NEW
25	CARY STREET PARTNERS FINANCIAL LLC	102,123102,123	$3M	—	ADD 3%
26	Prostatis Group LLC	100,155100,155	$3M	—	TRIM -8%
27	Asset One Wealth Management LLC	91,20891,208	$2M	—	—
28	CORRADO ADVISORS, LLC	84,92084,920	$2M	—	TRIM -10%
29	Delta Investment Management, LLC	81,86681,866	$2M	—	ADD 19%
30	SHP Wealth Management	81,72681,726	$2M	—	ADD 3%
31	Bison Wealth, LLC	82,12782,127	$2M	—	ADD 2%
32	Foundations Investment Advisors, LLC	75,49375,493	$2M	—	TRIM -2%
33	Marion Wealth Management	73,77373,773	$2M	—	TRIM -3%
34	HighTower Advisors, LLC	73,45773,457	$2M	—	TRIM -2%
35	Mariner, LLC	69,35969,359	$2M	—	ADD 115%
36	Hamilton Wealth, LLC	67,06267,062	$2M	—	ADD 75%
37	Rockport Wealth LLC	66,76166,761	$2M	—	NEW
38	Gladstone Institutional Advisory LLC	65,22965,229	$2M	—	ADD 138%
39	MTM Investment Management, LLC	62,65562,655	$2M	—	—
40	HARBOUR INVESTMENTS, INC.	61,56461,564	$2M	—	ADD 154%
41	World Investment Advisors	61,45461,454	$2M	—	ADD 41%
42	KINGSWOOD WEALTH ADVISORS, LLC	53,65753,657	$1M	—	NEW
43	Mutual Advisors, LLC	52,51952,519	$1M	—	ADD 28%
44	D.A. DAVIDSON & CO.	45,40045,400	$1M	—	ADD 10%
45	NORTHCAPE WEALTH MANAGEMENT, LLC	44,26744,267	$1M	—	ADD 5%
46	Walser Wealth Management Company, A Ltd Liability Co	44,16344,163	$1M	—	TRIM -8%
47	BOS Asset Management, LLC	43,72043,720	$1M	—	—
48	Orion Porfolio Solutions, LLC	43,01343,013	$1M	—	ADD 8%
49	GREAT VALLEY ADVISOR GROUP, INC.	42,45642,456	$1M	—	TRIM -5%
50	Private Advisor Group, LLC	41,20041,200	$1M	—	ADD 161%
51	BENJAMIN EDWARDS INC	41,08341,083	$1M	—	TRIM -56%
52	Pinnacle Financial Partners, Inc.	40,86140,861	$1M	—	TRIM -23%
53	Clear Creek Financial Management, LLC	40,34340,343	$1M	—	ADD 83%
54	FIRST TRUST ADVISORS LP	38,42138,421	$980,888	—	ADD 15%
55	Ameritas Advisory Services, LLC	38,10438,104	$972,801	—	TRIM -9%
56	Sigma Planning Corp	37,22237,222	$950,271	—	TRIM -30%
57	CENTAURUS FINANCIAL, INC.	31,54331,543	$805,000	—	ADD 7%
58	NewEdge Advisors, LLC	9,5159,515	$797,758	—	ADD 34%
59	Sloy Dahl & Holst, LLC	28,75028,750	$733,988	—	TRIM -5%
60	SBI Securities Co., Ltd.	28,51228,512	$727,911	—	ADD 230%
61	Triumph Capital Management	27,66627,666	$706,313	—	ADD 1268%
62	Prime Capital Investment Advisors, LLC	27,64727,647	$705,836	—	ADD 8%
63	Compound Planning, Inc.	27,17427,174	$693,752	—	ADD 3%
64	Prospera Financial Services Inc	26,98326,983	$689,082	—	ADD 99%
65	OPPENHEIMER & CO INC	26,30526,305	$671,567	—	ADD 17%
66	Kingsview Wealth Management, LLC	25,44625,446	$649,636	—	TRIM -22%
67	INSIGNEO ADVISORY SERVICES, LLC	25,20025,200	$643,356	—	NEW
68	Cherry Creek Investment Advisors, Inc.	24,81124,811	$633,434	—	—
69	MML INVESTORS SERVICES, LLC	24,30424,304	$620,488	—	ADD 18%
70	Independent Wealth Network Inc.	23,91823,918	$610,637	—	ADD 7%
71	Encompass More Asset Management	23,14023,140	$590,764	—	TRIM -5%
72	SUSQUEHANNA INTERNATIONAL GROUP, LLP	22,82122,821	$582,620	—	NEW
73	GREENWOOD CAPITAL ASSOCIATES LLC	20,33620,336	$519,178	—	ADD 30%
74	U.S. Capital Wealth Advisors, LLC	19,41319,413	$495,624	—	ADD 19%
75	Envestnet Portfolio Solutions, Inc.	19,00219,002	$485,121	—	TRIM -9%
76	Arkadios Wealth Advisors	18,50718,507	$472,480	—	ADD 10%
77	Brookstone Capital Management	18,43018,430	$470,528	—	ADD 32%
78	Novak & Powell Financial Services, Inc.	18,40018,400	$469,752	—	—
79	Legacy Wealth Managment, LLC/ID	18,38118,381	$469,271	—	ADD 83450%
80	&PARTNERS	18,09518,095	$461,977	—	ADD 6%
81	Independent Advisor Alliance	17,90017,900	$456,989	—	NEW
82	Capital Investment Advisory Services, LLC	17,79317,793	$454,255	—	ADD 253%
83	Collaborative Wealth Managment Inc.	17,70917,709	$452,111	—	ADD 10%
84	Exit Wealth Advisors, LLC.	17,36117,361	$443,227	—	ADD 67%
85	Cambridge Advisors Inc.	17,34917,349	$442,929	—	ADD 2%
86	180 WEALTH ADVISORS, LLC	17,30417,304	$441,771	—	ADD 8%
87	CROSSPOINT FINANCIAL, LLC	16,75016,750	$427,630	—	—
88	Garden State Investment Advisory Services LLC	15,55015,550	$396,992	—	NEW
89	Archer Investment Corp	15,45415,454	$394,552	—	ADD 30%
90	Balboa Wealth Partners	13,95513,955	$356,271	—	TRIM -3%
91	Intrua Financial, LLC	13,40613,406	$342,261	—	—
92	Horizon Advisory Services, Inc.	12,65712,657	$323,133	—	TRIM -7%
93	COLUMBIA ADVISORY PARTNERS LLC	12,62712,627	$322,367	—	TRIM -19%
94	Advisory Services Network, LLC	12,28112,281	$313,523	—	ADD 4%
95	STEPHENS INC /AR/	11,84811,848	$302,479	—	NEW
96	MGO ONE SEVEN LLC	11,61311,613	$296,500	—	ADD 15%
97	QP WEALTH MANAGEMENT, LLC	11,43211,432	$291,859	—	TRIM -5%
98	G&S Capital LLC	11,16611,166	$285,070	—	ADD 26%
99	OneDigital Investment Advisors LLC	10,90110,901	$278,303	—	—
100	IHT Wealth Management, LLC	10,16210,162	$259,430	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 85 bought / 47 sold · net +2,701,901 shares · 7.6d of ADV

Bought85 filers

Shares: 3,366,665
Value: $86M
Opened: 21 · 1,311,003 sh
Days of ADV: 9.4d

Sold47 filers

Shares: 664,764
Value: $17M
Closed: 10 · 274,079 sh
Days of ADV: 1.9d

Net (all filers) +2,701,901 sh · $69M · 22.0% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

16K

37K

420K

1.1M

1.5M

2.4M

$61M

ENVESTNET ASSET MANAGEMENT INC

61K

361K

322K

1.0M

1.2M

$31M

TRUIST FINANCIAL CORP

—

264K

288K

887K

903K

1.1M

$28M

Aptus Capital Advisors, LLC

490K

538K

1.2M

—

939K

$24M

Kestra Advisory Services, LLC

855K

810K

741K

731K

751K

$19M

Luken Investment Analytics, LLC

—

697K

844K

849K

748K

$19M

Hilton Capital Management, LLC

—

234K

603K

596K

$15M

COMMONWEALTH EQUITY SERVICES, LLC

651K

684K

698K

39K

379K

562K

$14M

Cetera Investment Advisers

99K

193K

180K

380K

461K

553K

$14M

OSAIC HOLDINGS, INC.

90K

136K

249K

328K

351K

447K

$11M

HFG Wealth Management, LLC

528K

473K

447K

421K

417K

$11M

Cavalier Investments, LLC

—

235K

324K

$8M

XML Financial, LLC

226K

254K

263K

266K

284K

309K

$8M

Thrive Capital Management, LLC

192K

—

248K

307K

298K

282K

$7M

Cambridge Investment Research Advisors, Inc.

81K

96K

110K

139K

170K

220K

$6M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding IGLD · 2026-Q1 methodology → sources →

127 holders

% of shares outstanding held

—

Shares held (13F)

14,970,207

Reporting holders

127

Active share of register99.6%126 active filers

Index / screened out0.4%1 filers

Reporting holders1272026-Q1

Top-10 concentration62.1%

HHI0.0553

Effective holders18.1

Crowding percentile—

Crowding percentile withheld — no market cap for IGLD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 127 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	2,382,0652.4M	$61M	—	ADD 56%
2	ENVESTNET ASSET MANAGEMENT INC	1,222,9991.2M	$31M	—	—
3	TRUIST FINANCIAL CORP	1,103,7981.1M	$28M	—	ADD 22%
4	Aptus Capital Advisors, LLC	938,512938,512	$24M	—	NEW
5	Kestra Advisory Services, LLC	750,951750,951	$19M	—	—
6	Luken Investment Analytics, LLC	747,915747,915	$19M	—	TRIM -12%
7	Hilton Capital Management, LLC	596,223596,223	$15M	—	—
8	COMMONWEALTH EQUITY SERVICES, LLC	561,586561,586	$14M	—	ADD 48%
9	Cetera Investment Advisers	552,819552,819	$14M	—	ADD 20%
10	OSAIC HOLDINGS, INC.	446,675446,675	$11M	—	ADD 27%
11	HFG Wealth Management, LLC	416,956416,956	$11M	—	—
12	Cavalier Investments, LLC	323,655323,655	$8M	—	ADD 38%
13	XML Financial, LLC	308,983308,983	$8M	—	ADD 9%
14	Thrive Capital Management, LLC	281,595281,595	$7M	—	TRIM -6%
15	Cambridge Investment Research Advisors, Inc.	220,099220,099	$6M	—	ADD 30%
16	Sanctuary Advisors, LLC	179,505179,505	$5M	—	TRIM -11%
17	Insight Advisors, LLC/ PA	167,358167,358	$4M	—	ADD 3%
18	Snowden Capital Advisors LLC	147,689147,689	$4M	—	ADD 4%
19	3EDGE Asset Management, LP	141,245141,245	$4M	—	TRIM -8%
20	INDEPENDENT FINANCIAL GROUP, LLC	137,949137,949	$4M	—	—
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	127,823127,823	$3M	—	TRIM -37%
22	RiverTree Advisors, LLC	112,491112,491	$3M	—	ADD 4%
23	Integrated Wealth Concepts LLC	111,373111,373	$3M	—	ADD 86%
24	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	111,268111,268	$3M	—	NEW
25	CARY STREET PARTNERS FINANCIAL LLC	102,123102,123	$3M	—	ADD 3%
26	Prostatis Group LLC	100,155100,155	$3M	—	TRIM -8%
27	Asset One Wealth Management LLC	91,20891,208	$2M	—	—
28	CORRADO ADVISORS, LLC	84,92084,920	$2M	—	TRIM -10%
29	Delta Investment Management, LLC	81,86681,866	$2M	—	ADD 19%
30	SHP Wealth Management	81,72681,726	$2M	—	ADD 3%
31	Bison Wealth, LLC	82,12782,127	$2M	—	ADD 2%
32	Foundations Investment Advisors, LLC	75,49375,493	$2M	—	TRIM -2%
33	Marion Wealth Management	73,77373,773	$2M	—	TRIM -3%
34	HighTower Advisors, LLC	73,45773,457	$2M	—	TRIM -2%
35	Mariner, LLC	69,35969,359	$2M	—	ADD 115%
36	Hamilton Wealth, LLC	67,06267,062	$2M	—	ADD 75%
37	Rockport Wealth LLC	66,76166,761	$2M	—	NEW
38	Gladstone Institutional Advisory LLC	65,22965,229	$2M	—	ADD 138%
39	MTM Investment Management, LLC	62,65562,655	$2M	—	—
40	HARBOUR INVESTMENTS, INC.	61,56461,564	$2M	—	ADD 154%
41	World Investment Advisors	61,45461,454	$2M	—	ADD 41%
42	KINGSWOOD WEALTH ADVISORS, LLC	53,65753,657	$1M	—	NEW
43	Mutual Advisors, LLC	52,51952,519	$1M	—	ADD 28%
44	D.A. DAVIDSON & CO.	45,40045,400	$1M	—	ADD 10%
45	NORTHCAPE WEALTH MANAGEMENT, LLC	44,26744,267	$1M	—	ADD 5%
46	Walser Wealth Management Company, A Ltd Liability Co	44,16344,163	$1M	—	TRIM -8%
47	BOS Asset Management, LLC	43,72043,720	$1M	—	—
48	Orion Porfolio Solutions, LLC	43,01343,013	$1M	—	ADD 8%
49	GREAT VALLEY ADVISOR GROUP, INC.	42,45642,456	$1M	—	TRIM -5%
50	Private Advisor Group, LLC	41,20041,200	$1M	—	ADD 161%
51	BENJAMIN EDWARDS INC	41,08341,083	$1M	—	TRIM -56%
52	Pinnacle Financial Partners, Inc.	40,86140,861	$1M	—	TRIM -23%
53	Clear Creek Financial Management, LLC	40,34340,343	$1M	—	ADD 83%
54	FIRST TRUST ADVISORS LP	38,42138,421	$980,888	—	ADD 15%
55	Ameritas Advisory Services, LLC	38,10438,104	$972,801	—	TRIM -9%
56	Sigma Planning Corp	37,22237,222	$950,271	—	TRIM -30%
57	CENTAURUS FINANCIAL, INC.	31,54331,543	$805,000	—	ADD 7%
58	NewEdge Advisors, LLC	9,5159,515	$797,758	—	ADD 34%
59	Sloy Dahl & Holst, LLC	28,75028,750	$733,988	—	TRIM -5%
60	SBI Securities Co., Ltd.	28,51228,512	$727,911	—	ADD 230%
61	Triumph Capital Management	27,66627,666	$706,313	—	ADD 1268%
62	Prime Capital Investment Advisors, LLC	27,64727,647	$705,836	—	ADD 8%
63	Compound Planning, Inc.	27,17427,174	$693,752	—	ADD 3%
64	Prospera Financial Services Inc	26,98326,983	$689,082	—	ADD 99%
65	OPPENHEIMER & CO INC	26,30526,305	$671,567	—	ADD 17%
66	Kingsview Wealth Management, LLC	25,44625,446	$649,636	—	TRIM -22%
67	INSIGNEO ADVISORY SERVICES, LLC	25,20025,200	$643,356	—	NEW
68	Cherry Creek Investment Advisors, Inc.	24,81124,811	$633,434	—	—
69	MML INVESTORS SERVICES, LLC	24,30424,304	$620,488	—	ADD 18%
70	Independent Wealth Network Inc.	23,91823,918	$610,637	—	ADD 7%
71	Encompass More Asset Management	23,14023,140	$590,764	—	TRIM -5%
72	SUSQUEHANNA INTERNATIONAL GROUP, LLP	22,82122,821	$582,620	—	NEW
73	GREENWOOD CAPITAL ASSOCIATES LLC	20,33620,336	$519,178	—	ADD 30%
74	U.S. Capital Wealth Advisors, LLC	19,41319,413	$495,624	—	ADD 19%
75	Envestnet Portfolio Solutions, Inc.	19,00219,002	$485,121	—	TRIM -9%
76	Arkadios Wealth Advisors	18,50718,507	$472,480	—	ADD 10%
77	Brookstone Capital Management	18,43018,430	$470,528	—	ADD 32%
78	Novak & Powell Financial Services, Inc.	18,40018,400	$469,752	—	—
79	Legacy Wealth Managment, LLC/ID	18,38118,381	$469,271	—	ADD 83450%
80	&PARTNERS	18,09518,095	$461,977	—	ADD 6%
81	Independent Advisor Alliance	17,90017,900	$456,989	—	NEW
82	Capital Investment Advisory Services, LLC	17,79317,793	$454,255	—	ADD 253%
83	Collaborative Wealth Managment Inc.	17,70917,709	$452,111	—	ADD 10%
84	Exit Wealth Advisors, LLC.	17,36117,361	$443,227	—	ADD 67%
85	Cambridge Advisors Inc.	17,34917,349	$442,929	—	ADD 2%
86	180 WEALTH ADVISORS, LLC	17,30417,304	$441,771	—	ADD 8%
87	CROSSPOINT FINANCIAL, LLC	16,75016,750	$427,630	—	—
88	Garden State Investment Advisory Services LLC	15,55015,550	$396,992	—	NEW
89	Archer Investment Corp	15,45415,454	$394,552	—	ADD 30%
90	Balboa Wealth Partners	13,95513,955	$356,271	—	TRIM -3%
91	Intrua Financial, LLC	13,40613,406	$342,261	—	—
92	Horizon Advisory Services, Inc.	12,65712,657	$323,133	—	TRIM -7%
93	COLUMBIA ADVISORY PARTNERS LLC	12,62712,627	$322,367	—	TRIM -19%
94	Advisory Services Network, LLC	12,28112,281	$313,523	—	ADD 4%
95	STEPHENS INC /AR/	11,84811,848	$302,479	—	NEW
96	MGO ONE SEVEN LLC	11,61311,613	$296,500	—	ADD 15%
97	QP WEALTH MANAGEMENT, LLC	11,43211,432	$291,859	—	TRIM -5%
98	G&S Capital LLC	11,16611,166	$285,070	—	ADD 26%
99	OneDigital Investment Advisors LLC	10,90110,901	$278,303	—	—
100	IHT Wealth Management, LLC	10,16210,162	$259,430	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 85 bought / 47 sold · net +2,701,901 shares · 7.6d of ADV

Bought85 filers

Shares: 3,366,665
Value: $86M
Opened: 21 · 1,311,003 sh
Days of ADV: 9.4d

Sold47 filers

Shares: 664,764
Value: $17M
Closed: 10 · 274,079 sh
Days of ADV: 1.9d

Net (all filers) +2,701,901 sh · $69M · 22.0% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

16K

37K

420K

1.1M

1.5M

2.4M

$61M

ENVESTNET ASSET MANAGEMENT INC

61K

361K

322K

1.0M

1.2M

$31M

TRUIST FINANCIAL CORP

—

264K

288K

887K

903K

1.1M

$28M

Aptus Capital Advisors, LLC

490K

538K

1.2M

—

939K

$24M

Kestra Advisory Services, LLC

855K

810K

741K

731K

751K

$19M

Luken Investment Analytics, LLC

—

697K

844K

849K

748K

$19M

Hilton Capital Management, LLC

—

234K

603K

596K

$15M

COMMONWEALTH EQUITY SERVICES, LLC

651K

684K

698K

39K

379K

562K

$14M

Cetera Investment Advisers

99K

193K

180K

380K

461K

553K

$14M

OSAIC HOLDINGS, INC.

90K

136K

249K

328K

351K

447K

$11M

HFG Wealth Management, LLC

528K

473K

447K

421K

417K

$11M

Cavalier Investments, LLC

—

235K

324K

$8M

XML Financial, LLC

226K

254K

263K

266K

284K

309K

$8M

Thrive Capital Management, LLC

192K

—

248K

307K

298K

282K

$7M

Cambridge Investment Research Advisors, Inc.

81K

96K

110K

139K

170K

220K

$6M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Short interest has its own tab now — open SI →

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13F

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	127	14,970,207	—	$383M
2025-Q4	116	12,268,306	—	$307M
2025-Q3	96	9,932,737	—	$237M
2025-Q2	75	8,430,567	—	$183M
2025-Q1	67	6,119,009	—	$128M
2024-Q4	67	5,366,595	—	$103M
2024-Q3	58	4,468,790	—	$96M
2024-Q2	51	4,013,188	—	$80M
2024-Q1	42	3,569,837	—	$70M
2023-Q4	43	3,464,620	—	$67M
2023-Q3	36	2,693,090	—	$49M
2023-Q2	36	3,435,493	—	$50M
2023-Q1	28	1,789,677	—	$35M
2022-Q4	23	1,253,352	—	$24M
2022-Q3	23	1,159,094	—	$21M
2022-Q2	21	1,122,205	—	$22M
2022-Q1	16	967,824	—	$21M
2021-Q4	15	901,551	—	$19M
2021-Q3	12	703,706	—	$14M
2021-Q2	10	496,027	—	$10M
2021-Q1	5	133,336	—	$3M

IGLD☆

Institutional ownership· 13F filers holding IGLD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding IGLD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

IGLD