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IGLB Holdings Changes image
This page summarizes the IGLB holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether IGLB 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).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing IGLB Share Count
Advisory Services Network LLC 14 54,536 +54,522 +389442.86%
Coastal Investment Advisors Inc. 120 2,415 +2,295 +1912.50%
Commonwealth Equity Services LLC 5,895 82,342 +76,447 +1296.81%
Astor Investment Management LLC 1,928 9,596 +7,668 +397.72%
Sowell Financial Services LLC 56 181 +125 +223.21%
Patten Group Inc. 4,513 12,558 +8,045 +178.26%
CWM LLC 126 249 +123 +97.62%
Fifth Third Bancorp 145 272 +127 +87.59%
NorthCoast Asset Management LLC 384,361 714,010 +329,649 +85.77%
Benjamin Edwards Inc. 5,608 9,961 +4,353 +77.62%
Oppenheimer Asset Management Inc. 4,653 7,229 +2,576 +55.36%
Bank of New York Mellon Corp 68,497 105,626 +37,129 +54.21%
ETRADE Capital Management LLC 68,236 104,321 +36,085 +52.88%
PFS Investments Inc. 130,214 197,383 +67,169 +51.58%
Prudential PLC 2,679,574 4,051,997 +1,372,423 +51.22%
PNC Financial Services Group Inc. 99,669 150,166 +50,497 +50.66%
Envestnet Asset Management Inc. 292,817 437,249 +144,432 +49.33%
Sage Advisory Services Ltd.Co. 11,221 16,603 +5,382 +47.96%
Sawtooth Solutions LLC 7,258 10,641 +3,383 +46.61%
Concorde Asset Management LLC 6,222 9,119 +2,897 +46.56%
Royal Bank of Canada 430,444 618,876 +188,432 +43.78%
Voya Financial Advisors Inc. 29,984 42,846 +12,862 +42.90%
Raymond James & Associates 39,157 51,676 +12,519 +31.97%
Kemper Corp Master Retirement Trust 491,803 641,056 +149,253 +30.35%
Confluence Investment Management LLC 56,118 72,629 +16,511 +29.42%
FDx Advisors Inc. 147,148 189,233 +42,085 +28.60%
Benjamin F. Edwards & Company Inc. 103,885 129,640 +25,755 +24.79%
Comerica Bank 3,066 3,646 +580 +18.92%
Wells Fargo & Company MN 298,551 350,680 +52,129 +17.46%
Garrison Point Advisors LLC 3,630 4,250 +620 +17.08%
Advisor Group Inc. 24,956 29,096 +4,140 +16.59%
Stifel Financial Corp 514,633 597,021 +82,388 +16.01%
US Bancorp DE 56,315 64,575 +8,260 +14.67%
Insight Wealth Strategies LLC 33,998 38,416 +4,418 +12.99%
Bank of America Corp DE 452,628 501,968 +49,340 +10.90%
LPL Financial LLC 100,886 111,176 +10,290 +10.20%
FMR LLC 1,029 1,121 +92 +8.94%
Northern Trust Corp 31,955 34,714 +2,759 +8.63%
1 North Wealth Services LLC 41,278 44,457 +3,179 +7.70%
First Allied Advisory Services Inc. 12,807 13,551 +744 +5.81%
Cetera Advisor Networks LLC 3,351 3,532 +181 +5.40%
Assetmark Inc. 468,160 491,862 +23,702 +5.06%
Advisors Asset Management Inc. 4,150 4,299 +149 +3.59%
Ladenburg Thalmann Financial Services Inc. 28,769 29,633 +864 +3.00%
Bailard Inc. 48,203 48,890 +687 +1.43%
Cobblestone Capital Advisors LLC NY 3,490 3,540 +50 +1.43%
Pinnacle Family Advisors LLC 10,544 10,653 +109 +1.03%
Betterment LLC 8,979 9,064 +85 +0.95%
NEXT Financial Group Inc 2,795 2,814 +19 +0.68%
Morgan Stanley 168,621 169,220 +599 +0.36%
BerganKDV Wealth Management LLC 5,497 5,507 +10 +0.18%
13F Filers Reporting New Positions In IGLB
Proequities Inc. 0 989 +989 +100%
Truist Financial Corp 0 62,665 +62,665 +100%
MML Investors Services LLC 0 3,954 +3,954 +100%
Vaughan AND Company Securities Inc. 0 493 +493 +100%
Blair William & Co. IL 0 215 +215 +100%
Alliancebernstein L.P. 0 37,703 +37,703 +100%
Northwestern Mutual Wealth Management Co. 0 117 +117 +100%
Raymond James Financial Services Advisors Inc. 0 4,014 +4,014 +100%
Atria Investments LLC 0 3,476 +3,476 +100%
Sunbelt Securities Inc. 0 232 +232 +100%
Baird Financial Group Inc. 0 14,235 +14,235 +100%
Capital Asset Advisory Services LLC 0 14 +14 +100%
Laurel Wealth Advisors Inc. 0 5,328 +5,328 +100%
Independent Advisor Alliance 0 6,664 +6,664 +100%
TFO TDC LLC 0 868 +868 +100%
Belpointe Asset Management LLC 0 6,517 +6,517 +100%
Squar Milner Financial Services LLC 0 10 +10 +100%
Emerald Investment Partners LLC 0 177 +177 +100%
Qube Research & Technologies Ltd 0 4,187 +4,187 +100%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 0 5,884 +5,884 +100%
Vectors Research Management LLC 0 186 +186 +100%
Retirement Network 0 5,601 +5,601 +100%
Carolina Wealth Advisors LLC 0 60,176 +60,176 +100%
Lineweaver Wealth Advisors LLC 0 79,083 +79,083 +100%
Meadow Creek Wealth Advisors LLC 0 8,005 +8,005 +100%
Orion Portfolio Solutions LLC 0 30 +30 +100%
Visionary Wealth Advisors 0 3,983 +3,983 +100%
EPG Wealth Management LLC 0 74 +74 +100%
Capital Advisory Group Advisory Services LLC 0 86 +86 +100%
Wealth Quarterback LLC 0 326 +326 +100%
13F Filers With Unchanged Share Count
Conning Inc. 28,569 28,569 UNCH 0.00%
James Investment Research Inc. 8 8 UNCH 0.00%
Haverford Trust Co. 4,210 4,210 UNCH 0.00%
KEMPER Corp 1,045,000 1,045,000 UNCH 0.00%
Bank of Montreal Can 377 377 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 318,615 318,615 UNCH 0.00%
First Interstate Bank 243 243 UNCH 0.00%
Vigilant Capital Management LLC 100 100 UNCH 0.00%
Litman Gregory Asset Management LLC 31 31 UNCH 0.00%
Allworth Financial LP 635 635 UNCH 0.00%
Carroll Financial Associates Inc. 9 9 UNCH 0.00%
LifePlan Financial Group Inc 2,026 2,026 UNCH 0.00%
TCI Wealth Advisors Inc. 781 781 UNCH 0.00%
Capital Investment Advisory Services LLC 81 81 UNCH 0.00%
Larson Financial Group LLC 26 26 UNCH 0.00%
Tsfg LLC 863 863 UNCH 0.00%
13F Filers Decreasing IGLB Share Count
IFP Advisors Inc 314 88 -226 -71.97%
River & Mercantile LLC 80,675 43,185 -37,490 -46.47%
Cambridge Investment Research Advisors Inc. 50,014 27,092 -22,922 -45.83%
Jane Street Group LLC 496,538 296,247 -200,291 -40.34%
JPMorgan Chase & Co. 634,624 467,860 -166,764 -26.28%
BlackRock Inc. 3,925,575 3,208,891 -716,684 -18.26%
NYL Investors LLC 625,029 529,044 -95,985 -15.36%
Private Advisory Group LLC 6,790 5,884 -906 -13.34%
Ameriprise Financial Inc. 3,430,331 3,131,243 -299,088 -8.72%
UBS Group AG 90,219 84,905 -5,314 -5.89%
AdvisorNet Financial Inc 394 375 -19 -4.82%
Ameritas Investment Partners Inc. 689 665 -24 -3.48%
Keybank National Association OH 491,062 477,446 -13,616 -2.77%
Cibc Bank USA 7,639 7,583 -56 -0.73%
13F Filers Exiting IGLB
Strategic Blueprint LLC 74 0 -74 -100.00%
KCS Wealth Advisory 51 0 -51 -100.00%
Capital Analysts LLC 73 0 -73 -100.00%
HighTower Advisors LLC 3,016 0 -3,016 -100.00%
OLD Mission Capital LLC 3,585 0 -3,585 -100.00%
UBS Asset Management Americas Inc. 440 0 -440 -100.00%
Citigroup Inc. 198 0 -198 -100.00%
M&T Bank Corp 4,677 0 -4,677 -100.00%

See Summary: Institutional Holders of IGLB
See Details: Top 10 Hedge Funds Holding IGLB

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