Skip to main content
Equibles
TGLR logo

TGLR · LAFFER TENGLER Equity Income ETF ETF

Alerts for TGLR

Use TGLR with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$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: 7
Total Value: $3,228,030
Total Shares: 89,340

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 7 13F filers · Δ vs Sep 30, 2025
Top Holder
48.1%
Sep 2023 → Dec 2025 · range 35.4% – 100.0%
+5.0 pts
Top 5
99.8%
Sep 2023 → Dec 2025 · range 98.1% – 100.0%
+1.7 pts
Top 10
100.0%
Sep 2023 → Dec 2025 · range 100.0% – 100.0%
0.0 pts
HHI
3,215
Sep 2023 → Dec 2025 · range 2,394 – 10,000
Highly concentrated+340

Quarterly Activity

vs Sep 30, 2025
New
1
Increased
2
Decreased
1
Sold Out
2
Unchanged
3
Holder count: -1
Institutional value: -7.8%
Shares held: -9.4%

Top Buyers

vs Sep 30, 2025
Institution Added Now Holds Open
Garden State Investment Advisory Services LLC +1,869 18,776
LAFFER TENGLER INVESTMENTS, INC. +524 43,008

Top Sellers

vs Sep 30, 2025
Institution Sold Now Holds Open
Per Stirling Capital Management, LLC. −6,907 16,772

Top New Positions

vs Sep 30, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 8,933 $322,767

Top Sold-Out Positions

vs Sep 30, 2025
Institution Previously Held Last Value (USD) Open
GTS SECURITIES LLC 11,591 $411,712
UBS Group AG 2,047 $72,709
Filter: New 1 Increased 2 Reduced 1 Sold out 2 Unchanged 3
Showing 7 of 7
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LAFFER TENGLER INVESTMENTS, INC. TGLR $1,553,965 48.14% 43,008
Garden State Investment Advisory Services LLC TGLR $678,414 21.02% 18,776
Per Stirling Capital Management, LLC. TGLR $606,005 18.77% 16,772
CITADEL ADVISORS LLC TGLR $322,767 10.00% 8,933
HARBOR INVESTMENT ADVISORY, LLC TGLR $60,701 1.88% 1,680
AE Wealth Management LLC TGLR $6,142 0.19% 170
WELLS FARGO & COMPANY/MN TGLR $36 0.00% 1