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CAGE · Holdings ETF

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$28.78 +0.16 (+0.56%)
Volume · Oct 1 97.54K Avg daily vol (3M) 108.15K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 38
Total Value: $23,440,092
Total Shares: 845,908

Holder Concentration

Across 38 13F filers
Top Holder
18.8%
of institutional value
Top 5
54.4%
of institutional value
Top 10
71.8%
of institutional value
HHI
817
Broadly held
Showing 38 of 38
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
HUB Investment Partners, LLC $4,409,436 18.81% 159,128
INDEPENDENT FINANCIAL GROUP, LLC $3,012,852 12.85% 108,728
Gladstone Institutional Advisory LLC $2,560,043 10.92% 92,387
COMMONWEALTH EQUITY SERVICES, LLC $1,399,936 5.97% 50,521
Calamos Wealth Management LLC $1,367,349 5.83% 49,345
Claro Advisors Inc. $1,176,760 5.02% 42,467
Essex Financial Services, Inc. $978,717 4.18% 35,320
Snowden Capital Advisors LLC $781,809 3.34% 28,214
Diversify Advisory Services, LLC $575,786 2.46% 20,779
DIVERSIFY WEALTH MANAGEMENT, LLC $575,786 2.46% 20,779
Chicago Partners Investment Group LLC $550,126 2.35% 19,853
Millington Financial Advisors, LLC $518,426 2.21% 18,709
SILVER OAK SECURITIES, INCORPORATED $502,964 2.15% 18,151
Estate Planners Group, LLC $469,601 2.00% 16,947
JPMORGAN CHASE & CO $434,631 1.85% 15,685
Commerce Advisors, LLC $394,673 1.68% 14,243
&PARTNERS $373,475 1.59% 13,478
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $339,946 1.45% 12,268
Onyx Bridge Wealth Group LLC $328,114 1.40% 11,841
Innovative Asset Advisors Group, LLC $309,077 1.32% 11,154
OLD MISSION CAPITAL LLC $286,382 1.22% 10,335
Strategic Blueprint, LLC $282,309 1.20% 10,188
Kingsview Wealth Management, LLC $279,787 1.19% 10,097
CAPTRUST FINANCIAL ADVISORS $248,004 1.06% 8,950
Beaumont Financial Advisors, LLC $240,217 1.02% 8,669
Family Office Research LLC $229,327 0.98% 8,276
Brookstone Capital Management $226,917 0.97% 8,189
WEDBUSH SECURITIES INC $226,917 0.97% 8,189
SHP Wealth Management $100,088 0.43% 3,612
Steward Partners Investment Advisory, LLC $89,143 0.38% 3,217
WOLFF WIESE MAGANA LLC $62,873 0.27% 2,269
Essential Investment Partners LLC $42,119 0.18% 1,520
TUCKER ASSET MANAGEMENT LLC $17,485 0.07% 631
High Note Wealth, LLC $14,132 0.06% 510
Realta Investment Advisors $12,746 0.05% 460
CONSULTIVA WEALTH MANAGEMENT, CORP. $11,084 0.05% 400
Institute for Wealth Management, LLC. $10,363 0.04% 374
Acumen Wealth Advisors, LLC $692 0.00% 25