FIRST TR EXCHANGE-TRADED FD (BGLD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$36.9M
Reported value
12.3%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $7.4M | 452,638 | 0.01% | 22q | +3.5%+$252.2K |
| Sequent Planning LLC | $4.7M | 291,198 | 1.01% | 7q | +98.4%+$2.4M |
| Maia Wealth LLC | $4.5M | 273,341 | 0.66% | 2q | HELD |
| Cetera Investment Advisers | $2.4M | 149,754 | 0.00% | 15q | +8.7%+$194.3K |
| IMC-Chicago, LLC | $2.3M | options only | 0.00% | 2q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 137,401 | 0.00% | 16q | -0.7%-$16.6K |
| SIMPLEX TRADING, LLC | $2.1M | options only | 0.00% | 17q | OPTIONS |
| Advisory Services Network, LLC | $1.7M | 104,347 | 0.02% | 10q | +6.1%+$98.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 85,085 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $914.1K | 56,113 | 0.00% | 6q | +20.5%+$155.2K |
| Integrated Wealth Concepts LLC | $912.4K | 56,010 | 0.00% | 8q | -10.5%-$107.3K |
| Sigma Planning Corp | $741.8K | 45,540 | 0.02% | 8q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $517.9K | 31,795 | 0.00% | 6q | +1.9%+$9.9K |
| Mission Financial Group, LLC | $505.4K | 31,028 | 0.42% | 3q | +8.4%+$39.3K |
| SECURED RETIREMENT ADVISORS, LLC | $500.4K | 30,717 | 0.26% | 11q | +4.5%+$21.5K |
| Synergy Asset Management, LLC | $471.5K | 28,945 | 0.04% | new | NEW |
| Capital Investment Advisory Services, LLC | $457.2K | 28,064 | 0.03% | 3q | -5.1%-$24.4K |
| HARBOUR INVESTMENTS, INC. | $447.7K | 27,485 | 0.01% | 21q | -3.0%-$13.7K |
| ARQ WEALTH ADVISORS, LLC | $435.8K | 26,415 | 0.05% | new | NEW |
| Kovack Advisors, Inc. | $351.4K | 21,489 | 0.02% | 3q | +6.6%+$21.7K |
| Capital Asset Advisory Services LLC | $315.9K | 19,394 | 0.01% | 7q | +45.4%+$98.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $315.9K | 19,394 | 0.01% | new | NEW |
| Csenge Advisory Group | $299.9K | 18,413 | 0.01% | 6q | +74.3%+$127.8K |
| Arlington Capital Management, Inc. | $283.8K | 17,422 | 0.18% | 14q | -89.2%-$2.4M |
| COMPASS CAPITAL CORP /MA/ /ADV | $227.6K | 13,293 | 0.07% | 3q | +7.9%+$16.7K |
| Optivise Advisory Services LLC | $181.6K | 11,147 | 0.09% | new | NEW |
| GROUP ONE TRADING LLC | $177.9K | options only | 0.00% | 2q | OPTIONS |
| Regatta Research & Money Management | $84.7K | 5,202 | 0.08% | new | FIRST |
| Noble Wealth Management PBC | $23.6K | 1,450 | 0.01% | 4q | HELD |
| Financial Network Wealth Advisors LLC | $19.0K | 1,166 | 0.02% | 5q | HELD |
| AE Wealth Management LLC | $16.5K | 1,013 | 0.00% | 4q | +35.6%+$4.3K |
| JONES FINANCIAL COMPANIES LLLP | $7.8K | 476 | 0.00% | 2q | -49.9%-$7.8K |
| Integrity Financial Corp /WA | $4.5K | 277 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 137,937 | 0.00% | 11q | -27.9% |
| Aptus Capital Advisors, LLC | $1.6K | 100 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $912 | 56 | 0.00% | 3q | -1.8% |
| Park Square Financial Group, LLC | $586 | 36 | 0.01% | 7q | -94.9%-$10.9K |
| PARK AVENUE SECURITIES LLC | $561 | 34,453 | 0.00% | 4q | +13.6% |
| MORGAN STANLEY | $457 | 28 | 0.00% | 10q | -98.9%-$39.6K |
| Capital Analysts, LLC | $8 | 508 | 0.00% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $36.9M | 1,986,232 | 7 | 13 | 9 | 12.3% |
| Q1 2026 | 32 | $32.3M | 1,772,484 | 11 | 13 | 9 | 5.8% |
| Q4 2025 | 33 | $27.7M | 1,519,530 | 7 | 13 | 4 | 3.1% |
| Q3 2025 | 26 | $29.1M | 1,243,203 | 6 | 5 | 9 | 0.1% |
| Q2 2025 | 28 | $51.0M | 2,372,941 | 6 | 7 | 9 | 0.1% |
| Q1 2025 | 27 | $53.6M | 2,534,889 | 6 | 12 | 4 | 0.7% |
| Q4 2024 | 27 | $39.7M | 2,140,799 | 11 | 8 | 7 | 1.0% |
| Q3 2024 | 22 | $28.3M | 1,255,855 | 8 | 7 | 2 | 0.0% |
| Q2 2024 | 17 | $22.6M | 797,888 | 3 | 5 | 6 | 28.0% |
| Q1 2024 | 17 | $15.5M | 538,896 | 4 | 2 | 4 | 31.4% |
| Q4 2023 | 21 | $34.3M | 1,372,875 | 6 | 6 | 3 | 25.2% |
| Q3 2023 | 15 | $21.5M | 504,969 | 3 | 5 | 4 | 55.3% |
| Q2 2023 | 19 | $30.1M | 714,743 | 6 | 7 | 5 | 53.5% |
| Q1 2023 | 17 | $39.3M | 560,604 | 8 | 4 | 3 | 65.6% |
| Q4 2022 | 13 | $28.1M | 363,082 | 1 | 2 | 6 | 76.2% |
| Q3 2022 | 14 | $54.5M | 508,036 | 4 | 4 | 2 | 83.9% |
| Q2 2022 | 15 | $86.5M | 139,849 | 12 | 4 | 3 | 97.0% |
| Q1 2022 | 10 | $22.7M | 134,269 | 3 | 2 | 2 | 88.5% |
| Q4 2021 | 14 | $32.4M | 395,300 | 4 | 0 | 4 | 83.3% |
| Q3 2021 | 11 | $10.1M | 119,116 | 3 | 0 | 2 | 77.8% |
| Q2 2021 | 9 | $11.8M | 201,758 | 3 | 2 | 0 | 66.9% |
| Q1 2021 | 9 | $17.7M | 59,580 | 6 | 0 | 0 | 98.5% |
| Q4 2020 | 2 | $12.6M | 0 | 1 | 0 | 0 | 100.0% |
| Q3 2020 | 1 | $27.4M | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2020 | 1 | $24.3M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2020 | 1 | $10.8M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2019 | 1 | $6.8M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2019 | 1 | $2.8M | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2019 | 1 | $3.2M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2019 | 3 | $11.7M | 34,707 | 2 | 0 | 0 | 100.0% |
| Q4 2018 | 1 | $2.3M | 0 | 0 | 0 | 0 | 100.0% |