Who Owns 1st Trust Exchange/Vest Gold Strategy (IGLD)? -- Institutional Holders (2026-06-30)

162 institutions reported holding $334.9M of 1st Trust Exchange/Vest Gold Strategy (IGLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($63.4M), ENVESTNET ASSET MANAGEMENT INC ($28.3M), TRUIST FINANCIAL CORP ($26.2M), Kestra Advisory Services, LLC ($16.4M), Cetera Investment Advisers ($15.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$63.4M	3.0M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$28.3M	1.3M	Added
3	TRUIST FINANCIAL CORP	$26.2M	1.2M	Added
4	Kestra Advisory Services, LLC	$16.4M	777,249	Added
5	Cetera Investment Advisers	$15.2M	719,977	Added
6	COMMONWEALTH EQUITY SERVICES, LLC	$12.8M	607,096	Added
7	Hilton Capital Management, LLC	$12.7M	602,983	Added
8	OSAIC HOLDINGS, INC.	$9.0M	429,350	Trimmed
9	Cavalier Investments, LLC	$6.8M	323,655	Hold
10	XML Financial, LLC	$6.8M	323,020	Added
11	THOR TRADING ADVISORS, LLC	$6.2M	294,537	New
12	HFG Wealth Management, LLC	$5.1M	240,859	Trimmed
13	Thrive Capital Management, LLC	$4.9M	230,760	Trimmed
14	Bullseye Investment Management, LLC	$4.6M	219,709	Added
15	Integrated Wealth Concepts LLC	$4.6M	218,594	Added
16	Cambridge Investment Research Advisors, Inc.	$4.4M	209,742	Trimmed
17	ARQ WEALTH ADVISORS, LLC	$4.4M	206,520	New
18	PRINCIPAL SECURITIES, INC.	$4.3M	202,438	New
19	Sanctuary Advisors, LLC	$3.9M	183,777	Added
20	Janney Montgomery Scott LLC	$3.6M	168,854	New
21	Insight Advisors, LLC/ PA	$3.5M	165,895	Trimmed
22	Snowden Capital Advisors LLC	$3.3M	156,008	Added
23	3EDGE Asset Management, LP	$3.2M	151,527	Added
24	RETIREMENT GUYS FORMULA LLC	$3.0M	142,918	New
25	Mission Financial Group, LLC	$3.0M	141,149	Added

Source: SEC Form 13F filings · as of 2026-06-30