IGLD · FT Vest Gold Strategy Target Income ETF ETF

$21.47 -0.25 (-1.15%) 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 →

Quarter:

Holders: 127

Total Value: $382,189,319

Total Shares: 14,970,207

Showing 1–100 of 127 holdings by value · page 1 of 2

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 127 13F filers · Δ vs Dec 31, 2025

Top Holder

15.9%

+3.5 pts

Top 5

42.7%

−0.1 pts

Top 10

62.1%

+1.2 pts

HHI

553

Broadly held+50

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +11

Institutional value: +24.6%

Shares held: +22.0%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega LPL Financial LLC	+859,660	2,382,065
Large TRUIST FINANCIAL CORP	+200,508	1,103,798
Large COMMONWEALTH EQUITY SERVICES, LLC	+182,771	561,586
Large OSAIC HOLDINGS, INC.	+95,676	446,675
Large Cetera Investment Advisers	+91,731	552,819

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Micro Luken Investment Analytics, LLC	−101,270	747,915
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	−76,581	127,823
Mid BENJAMIN EDWARDS INC	−52,889	41,083
Large Sanctuary Advisors, LLC	−21,699	179,505
Small Thrive Capital Management, LLC	−16,629	281,595

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mid Aptus Capital Advisors, LLC	938,512	$23,960,211
Small FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	111,268	$2,840,672
Small Rockport Wealth LLC	66,761	$1,704,408
Mid KINGSWOOD WEALTH ADVISORS, LLC	53,657	$1,369,863
Mid INSIGNEO ADVISORY SERVICES, LLC	25,200	$643,356

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Large Janney Montgomery Scott LLC	164,698	$4,119,096
Mid OLD MISSION CAPITAL LLC	37,355	$934,248
Mid Pine Valley Investments Ltd Liability Co	22,320	$558,223
Mid SteelPeak Wealth, LLC	17,500	$437,675
Small Global Assets Advisory, LLC	11,827	$295,793

Filter: New 21 Increased 64 Reduced 37 Sold out 10 Unchanged 5

Showing 100 of 127

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LPL Financial LLC IGLD

$60,814,119

15.91%

2,382,065

ENVESTNET ASSET MANAGEMENT INC IGLD

$31,223,164

8.17%

1,222,999

TRUIST FINANCIAL CORP IGLD

$28,179,962

7.37%

1,103,798

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	1,103,798	$28,179,962	100.0%	Defined

Aptus Capital Advisors, LLC IGLD

$23,960,211

6.27%

938,512

Kestra Advisory Services, LLC IGLD

$19,171,779

5.02%

750,951

Luken Investment Analytics, LLC IGLD

$19,094,269

5.00%

747,915

Hilton Capital Management, LLC IGLD

$15,221,573

3.98%

596,223

COMMONWEALTH EQUITY SERVICES, LLC IGLD

$14,337,290

3.75%

561,586

Cetera Investment Advisers IGLD

$14,113,469

3.69%

552,819

OSAIC HOLDINGS, INC. IGLD

$11,403,612

2.98%

446,675

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	372,482	$9,509,465	83.4%	Defined
Osaic Advisory Services, LLC	74,193	$1,894,147	16.6%	Defined

HFG Wealth Management, LLC IGLD

$10,644,886

2.79%

416,956

Cavalier Investments, LLC IGLD

$8,262,912

2.16%

323,655

XML Financial, LLC IGLD

$7,888,335

2.06%

308,983

Thrive Capital Management, LLC IGLD

$7,189,120

1.88%

281,595

Cambridge Investment Research Advisors, Inc. IGLD

$5,619,127

1.47%

220,099

Sanctuary Advisors, LLC IGLD

$4,582,762

1.20%

179,505

Insight Advisors, LLC/ PA IGLD

$4,272,649

1.12%

167,358

Snowden Capital Advisors LLC IGLD

$3,770,500

0.99%

147,689

3EDGE Asset Management, LP IGLD

$3,605,984

0.94%

141,245

INDEPENDENT FINANCIAL GROUP, LLC IGLD

$3,521,837

0.92%

137,949

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IGLD

$3,263,321

0.85%

127,823

RiverTree Advisors, LLC IGLD

$2,871,895

0.75%

112,491

Integrated Wealth Concepts LLC IGLD

$2,843,352

0.74%

111,373

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. IGLD

$2,840,672

0.74%

111,268

CARY STREET PARTNERS FINANCIAL LLC IGLD

$2,607,200

0.68%

102,123

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	102,123	$2,607,200	100.0%	Defined

Prostatis Group LLC IGLD

$2,556,957

0.67%

100,155

Asset One Wealth Management LLC IGLD

$2,328,540

0.61%

91,208

CORRADO ADVISORS, LLC IGLD

$2,168,007

0.57%

84,920

Bison Wealth, LLC IGLD

$2,096,702

0.55%

82,127

Delta Investment Management, LLC IGLD

$2,090,038

0.55%

81,866

SHP Wealth Management IGLD

$2,086,464

0.55%

81,726

Foundations Investment Advisors, LLC IGLD

$1,927,336

0.50%

75,493

Marion Wealth Management IGLD

$1,883,424

0.49%

73,773

HighTower Advisors, LLC IGLD

$1,875,357

0.49%

73,457

Mariner, LLC IGLD

$1,770,734

0.46%

69,359

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	46,495	$1,187,017	67.0%	Other
Held directly	22,864	$583,717	33.0%	Sole

Hamilton Wealth, LLC IGLD

$1,712,092

0.45%

67,062

Rockport Wealth LLC IGLD

$1,704,408

0.45%

66,761

Gladstone Institutional Advisory LLC IGLD

$1,665,296

0.44%

65,229

MTM Investment Management, LLC IGLD

$1,599,582

0.42%

62,655

HARBOUR INVESTMENTS, INC. IGLD

$1,571,728

0.41%

61,564

World Investment Advisors IGLD

$1,568,920

0.41%

61,454

KINGSWOOD WEALTH ADVISORS, LLC IGLD

$1,369,863

0.36%

53,657

Mutual Advisors, LLC IGLD

$1,340,810

0.35%

52,519

D.A. DAVIDSON & CO. IGLD

$1,159,062

0.30%

45,400

NORTHCAPE WEALTH MANAGEMENT, LLC IGLD

$1,130,136

0.30%

44,267

Walser Wealth Management Company, A Ltd Liability Co IGLD

$1,127,481

0.30%

44,163

BOS Asset Management, LLC IGLD

$1,116,171

0.29%

43,720

Orion Porfolio Solutions, LLC IGLD

$1,098,121

0.29%

43,013

GREAT VALLEY ADVISOR GROUP, INC. IGLD

$1,083,901

0.28%

42,456

Private Advisor Group, LLC IGLD

$1,051,836

0.28%

41,200

BENJAMIN EDWARDS INC IGLD

$1,048,848

0.27%

41,083

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	18,802	$480,015	45.8%	Defined
Benjamin F. Edwards Wealth Management, LLC	22,281	$568,833	54.2%	Defined

Pinnacle Financial Partners, Inc. IGLD

$1,043,181

0.27%

40,861

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Synovus Securities, Inc.	40,861	$1,043,181	100.0%	Defined

Clear Creek Financial Management, LLC IGLD

$1,029,956

0.27%

40,343

FIRST TRUST ADVISORS LP IGLD

$980,888

0.26%

38,421

Ameritas Advisory Services, LLC IGLD

$972,795

0.25%

38,104

Sigma Planning Corp IGLD

$950,277

0.25%

37,222

CENTAURUS FINANCIAL, INC. IGLD

$805,292

0.21%

31,543

Sloy Dahl & Holst, LLC IGLD

$733,987

0.19%

28,750

SBI Securities Co., Ltd. IGLD

$727,911

0.19%

28,512

Triumph Capital Management IGLD

$706,312

0.18%

27,666

Prime Capital Investment Advisors, LLC IGLD

$705,827

0.18%

27,647

Compound Planning, Inc. IGLD

$693,752

0.18%

27,174

Prospera Financial Services Inc IGLD

$688,875

0.18%

26,983

OPPENHEIMER & CO INC IGLD

$671,566

0.18%

26,305

Kingsview Wealth Management, LLC IGLD

$649,636

0.17%

25,446

INSIGNEO ADVISORY SERVICES, LLC IGLD

$643,356

0.17%

25,200

Cherry Creek Investment Advisors, Inc. IGLD

$633,424

0.17%

24,811

MML INVESTORS SERVICES, LLC IGLD

$620,481

0.16%

24,304

Independent Wealth Network Inc. IGLD

$610,626

0.16%

23,918

Encompass More Asset Management IGLD

$590,764

0.15%

23,140

SUSQUEHANNA INTERNATIONAL GROUP, LLP IGLD

$582,620

0.15%

22,821

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	22,821	$582,620	100.0%	Other

GREENWOOD CAPITAL ASSOCIATES LLC IGLD

$519,178

0.14%

20,336

U.S. Capital Wealth Advisors, LLC IGLD

$495,613

0.13%

19,413

Envestnet Portfolio Solutions, Inc. IGLD

$485,121

0.13%

19,002

Arkadios Wealth Advisors IGLD

$472,483

0.12%

18,507

Brookstone Capital Management IGLD

$470,517

0.12%

18,430

Novak & Powell Financial Services, Inc. IGLD

$469,752

0.12%

18,400

Legacy Wealth Managment, LLC/ID IGLD

$469,266

0.12%

18,381

&PARTNERS IGLD

$461,965

0.12%

18,095

Independent Advisor Alliance IGLD

$456,987

0.12%

17,900

Capital Investment Advisory Services, LLC IGLD

$454,255

0.12%

17,793

Collaborative Wealth Managment Inc. IGLD

$452,110

0.12%

17,709

Exit Wealth Advisors, LLC. IGLD

$443,226

0.12%

17,361

Cambridge Advisors Inc. IGLD

$442,919

0.12%

17,349

180 WEALTH ADVISORS, LLC IGLD

$441,771

0.12%

17,304

CROSSPOINT FINANCIAL, LLC IGLD

$427,627

0.11%

16,750

Garden State Investment Advisory Services LLC IGLD

$396,991

0.10%

15,550

Archer Investment Corp IGLD

$394,540

0.10%

15,454

Balboa Wealth Partners IGLD

$356,271

0.09%

13,955

Intrua Financial, LLC IGLD

$342,255

0.09%

13,406

Horizon Advisory Services, Inc. IGLD

$323,133

0.08%

12,657

COLUMBIA ADVISORY PARTNERS LLC IGLD

$322,367

0.08%

12,627

Advisory Services Network, LLC IGLD

$313,533

0.08%

12,281

STEPHENS INC /AR/ IGLD

$302,479

0.08%

11,848

MGO ONE SEVEN LLC IGLD

$296,479

0.08%

11,613

QP WEALTH MANAGEMENT, LLC IGLD

$291,858

0.08%

11,432

G&S Capital LLC IGLD

$285,067

0.07%

11,166

OneDigital Investment Advisors LLC IGLD

$278,302

0.07%

10,901

IHT Wealth Management, LLC IGLD

$259,435

0.07%

10,162

NewEdge Advisors, LLC IGLD

$242,917

0.06%

9,515