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First Eagle GL Equity ETF (FEGE)

CUSIP: 75526L886 | NYSE | 232 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC1,599,541
0.1% of portfolio›$81.0M
Mesirow Financial Investment Management, Inc.1,315,915
1.0% of portfolio›$66.0M
D.A. Davidson & Co.857,343
0.2% of portfolio›$43.0M
Commonwealth Equity Services, LLC659,152
0.0% of portfolio›$33.1M
Elevation Point Wealth Partners, LLC515,946
0.4% of portfolio›$26.0M
LifeGoal Investments, LLC365,643
5.6% of portfolio›$18.4M
Equitable Trust Co315,416
0.7% of portfolio›$15.8M
MN Wealth Advisors, LLC312,619
6.4% of portfolio›$15.7M
NBZ Investment Advisors LLC255,740
5.0% of portfolio›$12.8M
Hidden Cove Wealth Management, LLC248,317
6.7% of portfolio›$12.5M
Cambridge Investment Research Advisors, Inc.244,027
0.0% of portfolio›$12.2K
Oppenheimer & Co Inc236,309
0.1% of portfolio›$11.9M
Provident Living Financial Services, Inc.233,741
11.8% of portfolio›$12.1M
Frontier Asset Management, LLC175,883
1.7% of portfolio›$8.8M
Novem Group168,521
0.8% of portfolio›$8.5M
Compass Ion Advisors, LLC149,157
0.6% of portfolio›$7.5M
Schneider Downs Wealth Management Advisors, LP139,199
0.6% of portfolio›$7.0M
Focused Alpha, LLC132,985
1.7% of portfolio›$6.7M
Wedbush Securities Inc128,541
0.0% of portfolio›$6.5K
Apollon Wealth Management, LLC127,522
0.1% of portfolio›$6.4M
Visionary Wealth Advisors123,064
0.2% of portfolio›$6.2M
Financial Partners Group, Inc111,849
0.6% of portfolio›$5.6M
Asset One Wealth Management LLC100,330
0.4% of portfolio›$5.0M
Truist Financial Corp97,138
0.0% of portfolio›$4.9M
Chemistry Wealth Management LLC95,716
0.8% of portfolio›$4.8M
Davenport & Co LLC92,265
0.0% of portfolio›$4.6M
New England Private Wealth Advisors LLC85,133
0.4% of portfolio›$4.3M
Prospera Financial Services Inc74,245
0.0% of portfolio›$3.8M
Focus Financial Network, Inc.72,913
0.1% of portfolio›$3.7M
Advisortrust Partners, LLC61,810
1.0% of portfolio›$3.1M
Pettinga Financial Advisors LLC59,727
0.5% of portfolio›$3.0M
BlueChip Wealth Advisors LLC57,649
1.0% of portfolio›$2.9M
Perigon Wealth Management, LLC57,215
0.0% of portfolio›$2.9M
NavPoint Financial, Inc.49,305
0.9% of portfolio›$2.5M
ARQ Wealth Advisors, LLC46,470
0.3% of portfolio›$2.3M
Kestra Advisory Services, LLC43,734
0.0% of portfolio›$2.2M
Midwest Financial Group LLC40,347
0.7% of portfolio›$2.0M
Nautilus Advisors LLC40,347
1.2% of portfolio›$2.0M
First Pacific Financial35,112
0.2% of portfolio›$1.8M
Lighthouse Wealth Management Inc.34,957
1.1% of portfolio›$1.8M
IFP Advisors, Inc33,266
0.0% of portfolio›$1.7M
Spire Wealth Management32,065
0.0% of portfolio›$1.6M
SeaCrest Wealth Management, LLC31,843
0.2% of portfolio›$1.6M
Alchemi Wealth, LLC31,581
0.7% of portfolio›$1.6M
Sard Wealth Management Group, LLC30,685
0.6% of portfolio›$1.5M
Richards, Merrill & Peterson, Inc.30,655
0.5% of portfolio›$1.5M
Waterfront Wealth Inc.30,500
0.3% of portfolio›$1.6M
Sprinkle Financial Consultants LLC29,671
0.6% of portfolio›$1.5M
Bensler, LLC26,997
0.1% of portfolio›$1.4M
Bill Few Associates, Inc.25,392
0.3% of portfolio›$1.3M
Bright Financial Advisors, Inc.23,612
0.5% of portfolio›$1.2M
Robertson Stephens Wealth Management, LLC23,167
0.0% of portfolio›$1.2M
Independent Financial Group, LLC22,863
0.0% of portfolio›$1.1M
Atria Investments, Inc22,855
0.0% of portfolio›$1.1M
Titleist Asset Management, LLC22,356
0.1% of portfolio›$1.1M
Key FInancial Inc21,720
0.2% of portfolio›$1.1M
Sigma Planning Corp21,239
0.0% of portfolio›$1.1M
Intelligent Financial Strategies21,206
0.5% of portfolio›$1.1M
Beacon Financial Advisory LLC20,273
0.2% of portfolio›$1.0M
Walker Asset Management, LLC19,403
0.5% of portfolio›$973.8K
KWB Wealth19,125
0.1% of portfolio›$959.9K
LongView Wealth Management18,908
0.2% of portfolio›$949.0K
Signature Estate & Investment Advisors LLC17,712
0.0% of portfolio›$889.0K
Arnhold LLC17,145
0.1% of portfolio›$860.5K
Uhlmann Price Securities, LLC15,497
0.0% of portfolio›$777.8K
Creative Planning15,135
0.0% of portfolio›$759.6K
Ballast Rock Private Wealth LLC15,128
0.4% of portfolio›$759.3K
MJT & Associates Financial Advisory Group, Inc.14,463
0.5% of portfolio›$725.9K
Strategic Blueprint, LLC13,984
0.0% of portfolio›$701.9K
Stegent Equity Advisors, Inc.12,917
0.5% of portfolio›$648.3K
Legacy Capital Wealth Partners, LLC11,671
0.1% of portfolio›$585.8K
Professional Financial Advisors, LLC11,341
0.1% of portfolio›$569.2K
Certior Financial Group, LLC10,363
0.3% of portfolio›$520.1K
AdvisorNet Financial, Inc10,220
0.0% of portfolio›$523.8K
PKS Advisory Services, LLC9,988
0.1% of portfolio›$488.6K
Boyum Wealth Architects LLC9,808
0.2% of portfolio›$492.2K
CLG LLC9,635
0.1% of portfolio›$483.6K
Forteris Wealth Management Inc.8,770
0.4% of portfolio›$440.2K
Entrewealth, LLC8,706
0.2% of portfolio›$437.0K
Kingswood Wealth Advisors, LLC8,335
0.0% of portfolio›$418.3K
Claro Advisors Inc.8,325
0.0% of portfolio›$417.8K
Kestra Private Wealth Services, LLC8,201
0.0% of portfolio›$411.6K
Dean, Jacobson Financial Services, LLC7,785
0.2% of portfolio›$390.7K
Mascagni Wealth Management, Inc.7,779
0.2% of portfolio›$390.4K
Lakeside Advisors, Inc.6,330
0.2% of portfolio›$317.7K
Gradient Capital Advisors, LLC6,274
0.1% of portfolio›$314.9K
Presilium Private Wealth, LLC5,444
0.0% of portfolio›$273.2K
Bank of New York Mellon Corp5,009
0.0% of portfolio›$251.4K
Private Trust Co NA4,356
0.0% of portfolio›$218.6K
StrongBox Wealth, LLC4,169
0.1% of portfolio›$209.2K
Todd Wealth Management, LLC4,130
0.2% of portfolio›$207.3K
Tortuga Wealth Management, Inc4,000
0.1% of portfolio›$200.8K
Farther Finance Advisors, LLC3,823
0.0% of portfolio›$191.9K
WPG Advisers, LLC3,192
0.1% of portfolio›$160.2K
Barrett & Company, Inc.2,200
0.0% of portfolio›$110.4K
Hilton Head Capital Partners, LLC1,746
0.0% of portfolio›$87.6K
Harbor Investment Advisory, LLC1,656
0.0% of portfolio›$83.1K
Adkins Seale Capital Management LLC1,553
0.1% of portfolio›$77.9K
Legacies Wealth LLC1,129
0.0% of portfolio›$56.7K
Country Trust Bank525
0.0% of portfolio›$26.4K
Rossby Financial, LCC323
0.0% of portfolio›$16.2K
Birchwood Financial Partners, Inc.307
0.0% of portfolio›$15.4K
Golden State Wealth Management, LLC100
0.0% of portfolio›$5.0K
Thurston, Springer, Miller, Herd & Titak, Inc.20
0.0% of portfolio›$1.0K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
1,599,541$81.0M0.1%CoreLowPlymouth, MN2026-10-13
Mesirow Financial Investment Management, Inc.
1,315,915$66.0M1.0%CoreLowChicago, IL2026-11-05
D.A. Davidson & Co.
857,343$43.0M0.2%CoreLowGreat Falls, MT2026-10-28
Commonwealth Equity Services, LLC
659,152$33.1M0.0%ETFLowWaltham, MA2026-11-02
Elevation Point Wealth Partners, LLC
515,946$26.0M0.4%CoreHighDenver, CO2026-11-05
LifeGoal Investments, LLC
365,643$18.4M5.6%ETFLowSaratoga Springs, NY2026-10-09
Equitable Trust Co
315,416$15.8M0.7%CoreLowNashville, TN2026-10-13
MN Wealth Advisors, LLC
312,619$15.7M6.4%ETFMediumOverland Park, KS2026-10-23
NBZ Investment Advisors LLC
255,740$12.8M5.0%ETFLowKnoxville, TN2026-10-30
Hidden Cove Wealth Management, LLC
248,317$12.5M6.7%GrowthHighBainbridge Island, WA2026-10-19
Cambridge Investment Research Advisors, Inc.
244,027$12.2K0.0%ETFLowFairfield, IA2026-11-02
Oppenheimer & Co Inc
236,309$11.9M0.1%CoreLowNew York, NY2026-10-26
Provident Living Financial Services, Inc.
233,741$12.1M11.8%GARPLowLehi, UT2026-11-03
Frontier Asset Management, LLC
175,883$8.8M1.7%ETFLowSheridan, WY2026-10-28
Novem Group
168,521$8.5M0.8%ETFMediumRochester, NY2026-10-19
Compass Ion Advisors, LLC
149,157$7.5M0.6%ETFVery LowConshohocken, PA2026-10-23
Schneider Downs Wealth Management Advisors, LP
139,199$7.0M0.6%ETFVery LowPittsburgh, PA2026-10-27
Focused Alpha, LLC
132,985$6.7M1.7%CoreMediumDenver, CO2026-10-20
Wedbush Securities Inc
128,541$6.5K0.0%CoreLowPasadena, CA2026-10-22
Apollon Wealth Management, LLC
127,522$6.4M0.1%GrowthLowMount Pleasant, SC2026-10-23
Visionary Wealth Advisors
123,064$6.2M0.2%ETFLowO'Fallon, IL2026-11-04
Financial Partners Group, Inc
111,849$5.6M0.6%ETFLowOverland Park, KS2026-10-19
Asset One Wealth Management LLC
100,330$5.0M0.4%GrowthLowBellevue, WA2026-11-02
Truist Financial Corp
97,138$4.9M0.0%CoreLowCharlotte, NC2026-10-30
Chemistry Wealth Management LLC
95,716$4.8M0.8%CoreLowNew York, NY2026-10-16
Davenport & Co LLC
92,265$4.6M0.0%CoreMediumRichmond, VA2026-10-14
New England Private Wealth Advisors LLC
85,133$4.3M0.4%ETFVery LowWellesley, MA2026-10-19
Prospera Financial Services Inc
74,245$3.8M0.0%CoreMediumDallas, TX2026-11-04
Focus Financial Network, Inc.
72,913$3.7M0.1%ETFLowMinneapolis, MN2026-10-14
Advisortrust Partners, LLC
61,810$3.1M1.0%CoreHighRaleigh, NC2026-11-02
Pettinga Financial Advisors LLC
59,727$3.0M0.5%ETFMediumEvansville, IN2026-10-13
BlueChip Wealth Advisors LLC
57,649$2.9M1.0%ETFMediumMilton, GA2026-11-03
Perigon Wealth Management, LLC
57,215$2.9M0.0%GrowthLowSan Francisco, CA2026-10-22
NavPoint Financial, Inc.
49,305$2.5M0.9%ETFVery LowPrior Lake, MN2026-10-21
ARQ Wealth Advisors, LLC
46,470$2.3M0.3%ETFLowScottsdale, AZ2026-10-29
Kestra Advisory Services, LLC
43,734$2.2M0.0%CoreLowAustin, TX2026-11-02
Midwest Financial Group LLC
40,347$2.0M0.7%ETFLowOverland Park, KS2026-10-15
Nautilus Advisors LLC
40,347$2.0M1.2%GrowthLowLa Jolla, CA2026-10-07
First Pacific Financial
35,112$1.8M0.2%ETFLowVancouver, WA2026-10-14
Lighthouse Wealth Management Inc.
34,957$1.8M1.1%ETFLowAshland, OH2026-10-13
IFP Advisors, Inc
33,266$1.7M0.0%GrowthLowTampa, FL2026-10-16
Spire Wealth Management
32,065$1.6M0.0%GrowthMediumMclean, VA2026-10-30
SeaCrest Wealth Management, LLC
31,843$1.6M0.2%GrowthLowPurchase, NY2026-10-21
Alchemi Wealth, LLC
31,581$1.6M0.7%CoreLowEssex, CT2026-11-04
Sard Wealth Management Group, LLC
30,685$1.5M0.6%ETFVery LowAtlanta, GA2026-10-16
Richards, Merrill & Peterson, Inc.
30,655$1.5M0.5%GrowthLowSpokane, WA2026-10-19
Waterfront Wealth Inc.
30,500$1.6M0.3%ValueLowOverland Park, KS2026-11-03
Sprinkle Financial Consultants LLC
29,671$1.5M0.6%ETFLowLittleton, CO2026-10-09
Bensler, LLC
26,997$1.4M0.1%MomentumMediumBellevue, WA2026-11-05
Bill Few Associates, Inc.
25,392$1.3M0.3%CoreVery LowSewickley, PA2026-10-09
Bright Financial Advisors, Inc.
23,612$1.2M0.5%ETFVery LowPortage, MI2026-10-23
Robertson Stephens Wealth Management, LLC
23,167$1.2M0.0%ETFMediumSan Francisco, CA2026-10-16
Independent Financial Group, LLC
22,863$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
Atria Investments, Inc
22,855$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Titleist Asset Management, LLC
22,356$1.1M0.1%ETFLowSan Antonio, TX2026-10-08
Key FInancial Inc
21,720$1.1M0.2%ETFLowWest Chester, PA2026-11-02
Sigma Planning Corp
21,239$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Intelligent Financial Strategies
21,206$1.1M0.5%ETFVery LowExcelsior, MN2026-10-16
Beacon Financial Advisory LLC
20,273$1.0M0.2%ETFLowCleveland, OH2026-10-16
Walker Asset Management, LLC
19,403$973.8K0.5%CoreVery LowSpringfield, MO2026-10-13
KWB Wealth
19,125$959.9K0.1%ETFMediumRedlands, CA2026-10-16
LongView Wealth Management
18,908$949.0K0.2%ETFLowAtlanta, GA2026-10-19
Signature Estate & Investment Advisors LLC
17,712$889.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Arnhold LLC
17,145$860.5K0.1%GARPLowNew York, NY2026-10-26
Uhlmann Price Securities, LLC
15,497$777.8K0.0%Agg GrowthLowSkokie, IL2026-11-03
Creative Planning
15,135$759.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Ballast Rock Private Wealth LLC
15,128$759.3K0.4%ETFMediumCharleston, SC2026-10-26
MJT & Associates Financial Advisory Group, Inc.
14,463$725.9K0.5%ETFLowMontevideo, MN2026-10-07
Strategic Blueprint, LLC
13,984$701.9K0.0%ETFLowAtlanta, GA2026-10-22
Stegent Equity Advisors, Inc.
12,917$648.3K0.5%ETFHighHouston, TX2026-10-13
Legacy Capital Wealth Partners, LLC
11,671$585.8K0.1%CoreMediumLittle Rock, AR2026-10-21
Professional Financial Advisors, LLC
11,341$569.2K0.1%ETFMediumNorth Platte, NE2026-10-13
Certior Financial Group, LLC
10,363$520.1K0.3%ETFMediumKing Of Prussia, PA2026-10-19
AdvisorNet Financial, Inc
10,220$523.8K0.0%ETFLowMinnetonka, MN2026-10-15
PKS Advisory Services, LLC
9,988$488.6K0.1%ETFMediumAlbany, NY2026-10-26
Boyum Wealth Architects LLC
9,808$492.2K0.2%ETFLowBloomington, MN2026-10-06
CLG LLC
9,635$483.6K0.1%ETFMediumLong Beach, CA2026-10-13
Forteris Wealth Management Inc.
8,770$440.2K0.4%ETFVery LowArmonk, NY2026-10-13
Entrewealth, LLC
8,706$437.0K0.2%ETFLowAustin, TX2026-10-14
Kingswood Wealth Advisors, LLC
8,335$418.3K0.0%GrowthLowSan Diego, CA2026-10-23
Claro Advisors Inc.
8,325$417.8K0.0%CoreLowBoston, MA2026-11-02
Kestra Private Wealth Services, LLC
8,201$411.6K0.0%GrowthLowAustin, TX2026-10-30
Dean, Jacobson Financial Services, LLC
7,785$390.7K0.2%ETFLowFort Worth, TX2026-10-29
Mascagni Wealth Management, Inc.
7,779$390.4K0.2%ETFLowClinton, MS2026-10-23
Lakeside Advisors, Inc.
6,330$317.7K0.2%CoreVery LowSeattle, WA2026-10-20
Gradient Capital Advisors, LLC
6,274$314.9K0.1%ETFLowSan Diego, CA2026-10-21
Presilium Private Wealth, LLC
5,444$273.2K0.0%ETFVery LowRadnor, PA2026-10-26
Bank of New York Mellon Corp
5,009$251.4K0.0%CoreLowNew York, NY2026-11-05
Private Trust Co NA
4,356$218.6K0.0%CoreLowCleveland, OH2026-10-20
StrongBox Wealth, LLC
4,169$209.2K0.1%GrowthLowLee'S Summit, MO2026-11-02
Todd Wealth Management, LLC
4,130$207.3K0.2%GARPVery LowVenice, FL2026-10-19
Tortuga Wealth Management, Inc
4,000$200.8K0.1%CoreLowTorrance, CA2026-10-27
Farther Finance Advisors, LLC
3,823$191.9K0.0%IndexLowSan Francisco, CA2026-10-08
WPG Advisers, LLC
3,192$160.2K0.1%CoreLowBaltimore, MD2026-10-27
Barrett & Company, Inc.
2,200$110.4K0.0%ETFLowProvidence, RI2026-10-22
Hilton Head Capital Partners, LLC
1,746$87.6K0.0%CoreMediumHilton Head Island, SC2026-10-23
Harbor Investment Advisory, LLC
1,656$83.1K0.0%GrowthLowLutherville, MD2026-10-13
Adkins Seale Capital Management LLC
1,553$77.9K0.1%CoreVery LowShreveport, LA2026-10-27
Legacies Wealth LLC
1,129$56.7K0.0%ETFLowMinnetonka, MN2026-11-02
Country Trust Bank
525$26.4K0.0%GrowthLowBloomington, IL2026-10-30
Rossby Financial, LCC
323$16.2K0.0%ETFMediumMelbourne, FL2026-11-05
Birchwood Financial Partners, Inc.
307$15.4K0.0%ETFVery LowBloomington, MN2026-11-02
Golden State Wealth Management, LLC
100$5.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
20$1.0K0.0%GrowthMediumIndianapolis, IN2026-10-14