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This page summarizes the IGE holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IGE is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IGE Share Count |
|---|
| Courage Miller Partners LLC |
31,732 |
34,401 |
+2,669 |
+8.41% |
| Parkside Financial Bank & Trust |
17,554 |
18,427 |
+873 |
+4.97% |
| Spire Wealth Management |
966 |
1,006 |
+40 |
+4.14% |
| Janney Montgomery Scott LLC |
9,593 |
9,943 |
+350 |
+3.65% |
| Outlook Wealth Advisors LLC |
10,062 |
10,339 |
+277 |
+2.75% |
| Commonwealth Equity Services LLC |
67,669 |
68,614 |
+945 |
+1.40% |
| Family Firm Inc. |
264,427 |
268,139 |
+3,712 |
+1.40% |
| GFS Advisors LLC |
10,282 |
10,369 |
+87 |
+0.85% |
| Rise Advisors LLC |
284 |
286 |
+2 |
+0.70% |
| Global Retirement Partners LLC |
3,721 |
3,740 |
+19 |
+0.51% |
| BNP Paribas Arbitrage SA |
100,588 |
101,088 |
+500 |
+0.50% |
| Congress Wealth Management LLC DE |
58,439 |
58,538 |
+99 |
+0.17% |
| Bank of New York Mellon Corp |
9,102 |
9,108 |
+6 |
+0.07% |
| Pure Financial Advisors Inc. |
110,281 |
110,325 |
+44 |
+0.04% |
| 13F Filers Reporting New Positions In IGE |
|---|
| Mcdaniel Terry & Co. |
0 |
5,853 |
+5,853 |
+100% |
| Founders Financial Securities LLC |
0 |
4,680 |
+4,680 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
7,051 |
+7,051 |
+100% |
| David R. Rahn & Associates Inc. |
0 |
79,074 |
+79,074 |
+100% |
| Lunt Capital Management Inc. |
0 |
8,844 |
+8,844 |
+100% |
| Omnia Family Wealth LLC |
0 |
99,287 |
+99,287 |
+100% |
| Advisor Resource Council |
0 |
37,030 |
+37,030 |
+100% |
| Sage Mountain Advisors LLC |
0 |
91 |
+91 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Proequities Inc. |
1,524 |
1,524 |
UNCH |
0.00% |
| Creative Financial Designs Inc. ADV |
748 |
748 |
UNCH |
0.00% |
| Tompkins Financial Corp |
4,000 |
4,000 |
UNCH |
0.00% |
| First Interstate Bank |
7,184 |
7,184 |
UNCH |
0.00% |
| Regions Financial Corp |
5,200 |
5,200 |
UNCH |
0.00% |
| Blue Bell Private Wealth Management LLC |
132 |
132 |
UNCH |
0.00% |
| Stratos Wealth Partners LTD. |
6,275 |
6,275 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
19,635 |
19,635 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
148 |
148 |
UNCH |
0.00% |
| Bogart Wealth LLC |
16 |
16 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
5 |
5 |
UNCH |
0.00% |
| Key Financial Inc |
202 |
202 |
UNCH |
0.00% |
| Apeiron RIA LLC |
5,602 |
5,602 |
UNCH |
0.00% |
| Sowa Financial Group Inc. |
49,825 |
49,825 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
63 |
63 |
UNCH |
0.00% |
| Sweet Financial Partners LLC |
8,834 |
8,834 |
UNCH |
0.00% |
| Financial Freedom LLC |
147 |
147 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| Sachetta LLC |
131,213 |
131,213 |
UNCH |
0.00% |
| 13F Filers Decreasing IGE Share Count |
|---|
| Newbridge Financial Services Group Inc. |
190 |
4 |
-186 |
-97.89% |
| Raymond James Financial Services Advisors Inc. |
60,865 |
20,847 |
-40,018 |
-65.75% |
| Allworth Financial LP |
277 |
99 |
-178 |
-64.26% |
| Principal Financial Group Inc. |
105,325 |
39,325 |
-66,000 |
-62.66% |
| Kesler Norman & Wride LLC |
16,884 |
11,086 |
-5,798 |
-34.34% |
| Fifth Third Securities Inc. |
14,380 |
11,772 |
-2,608 |
-18.14% |
| CWM LLC |
302,554 |
249,574 |
-52,980 |
-17.51% |
| Cambridge Investment Research Advisors Inc. |
81,673 |
68,846 |
-12,827 |
-15.71% |
| Leavell Investment Management Inc. |
12,598 |
10,632 |
-1,966 |
-15.61% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,853 |
2,417 |
-436 |
-15.28% |
| Beacon Financial Advisory LLC |
6,753 |
5,907 |
-846 |
-12.53% |
| Raymond James & Associates |
8,240 |
7,514 |
-726 |
-8.81% |
| CX Institutional |
7,284 |
6,923 |
-361 |
-4.96% |
| Phillips Financial Management LLC |
19,516 |
19,151 |
-365 |
-1.87% |
| Wealth Enhancement Advisory Services LLC |
18,721 |
18,709 |
-12 |
-0.06% |
| Nations Financial Group Inc. IA ADV |
29,350 |
29,347 |
-3 |
-0.01% |
| 13F Filers Exiting IGE |
|---|
| Cary Street Partners Investment Advisory LLC |
11,628 |
0 |
-11,628 |
-100.00% |
| LVZ Advisors Inc. |
19,702 |
0 |
-19,702 |
-100.00% |
| Gradient Investments LLC |
44 |
0 |
-44 |
-100.00% |
| Dumont & Blake Investment Advisors LLC |
8,186 |
0 |
-8,186 |
-100.00% |
| Peoples Financial Services CORP. |
500 |
0 |
-500 |
-100.00% |
| ST Germain D J Co. Inc. |
200 |
0 |
-200 |
-100.00% |
| Fifth Third Bancorp |
71 |
0 |
-71 |
-100.00% |
See Summary: Institutional Holders of IGE
See Details: Top 10 Hedge Funds Holding IGE
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