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TGLR · LAFFER TENGLER Equity Income ETF ETF

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$40.29 -0.12 (-0.29%) At close · Sep 4

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 →
Holders: 6
Total Value: $2,962,542
Total Shares: 107,549

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2024
Top Holder
41.8%
Sep 2023 → Jun 2024 · range 41.8% – 100.0%
−6.3 pts
Top 5
100.0%
Sep 2023 → Jun 2024 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2023 → Jun 2024 · range 100.0% – 100.0%
0.0 pts
HHI
3,678
Sep 2023 → Jun 2024 · range 3,620 – 10,000
Highly concentrated+58

Quarterly Activity

vs Mar 31, 2024
New
1
Increased
4
Decreased
0
Sold Out
1
Unchanged
1
Holder count: 0
Institutional value: +112.7%
Shares held: +111.2%

Top Buyers

vs Mar 31, 2024
Institution Added Now Holds Open
GTS SECURITIES LLC +36,047 43,552
LAFFER TENGLER INVESTMENTS, INC. +20,445 44,961
Garden State Investment Advisory Services LLC +1,673 18,324
UBS Group AG +562 712

Top Sellers

vs Mar 31, 2024
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2024
Institution Acquired Value (USD) Open
WELLS FARGO & COMPANY/MN 0 $0

Top Sold-Out Positions

vs Mar 31, 2024
Institution Previously Held Last Value (USD) Open
Parkside Financial Bank & Trust 2,110 $57,691
Filter: New 1 Increased 4 Reduced 0 Sold out 1 Unchanged 1
Showing 6 of 6
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LAFFER TENGLER INVESTMENTS, INC. TGLR $1,238,495 41.81% 44,961
GTS SECURITIES LLC TGLR $1,199,683 40.50% 43,552
Garden State Investment Advisory Services LLC TGLR $504,752 17.04% 18,324
UBS Group AG TGLR $19,612 0.66% 712
WELLS FARGO & COMPANY/MN TGLR $0 0.00% 0
PROEQUITIES, INC. TGLR $0 0.00% 0