First Trust Rba American IndAIRRETF
13F holders, Q1 2025 (March 31)334holders +28
64new positions
33sold out
3famous investors
$68.26avg. 13F price*
At the end of Q1 2025, 334 institutions reported holding First Trust Rba American Ind (AIRR) in their 13F filings, up 28 from Q4 2024. 64 opened new positions and 33 sold out. The largest holders were Bank of America Corp. ($398.7M), Morgan Stanley ($284.1M) and LPL Financial LLC ($228.8M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Rba American Ind
- CUSIP
- 33738R704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $84.5M |
| Exits | 33 | $98.2M |
All 13F filers, Q4 2024 → Q1 2025: 8,120,277 shares bought and 2,075,201 shares sold, net +6,045,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 334 holders
| Bank of America Corp. | 0.04% | Add +65.4% | 5,845,141 | $398.7M |
| Morgan Stanley | 0.02% | Add +7.0% | 4,165,052 | $284.1M |
| LPL Financial LLC | 0.09% | Add +26.4% | 3,354,942 | $228.8M |
| UBS Group AG | 0.03% | Add +34.0% | 1,799,851 | $122.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -8.8% | 1,633,600 | $111.4M |
| Wells Fargo & Company | 0.02% | Add +46.3% | 1,325,951 | $90.4M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +36.7% | 813,423 | $55.5M |
| Royal Bank of Canada | 0.01% | Add +29.1% | 802,079 | $54.7M |
| Osaic Holdings, Inc. | 0.08% | Add +39.9% | 502,918 | $34.3M |
| Kestra Advisory Services, LLC | 0.16% | Add +21.5% | 489,553 | $33.4M |
| Parcion Private Wealth LLC | 2.36% | New | 424,996 | $29.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +48.4% | 406,770 | $27.7M |
| HighTower Advisors, LLC | 0.03% | Add +31.9% | 310,500 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +69.1% | 295,482 | $20.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -0.3% | 281,793 | $19.2M |
| IHT Wealth Management, LLC | 0.56% | Add +5.3% | 262,675 | $17.9M |
| Pictet North America Advisors SA | 1.73% | Reduce -2.8% | 253,251 | $17.3M |
| Cetera Investment Advisers | 0.03% | Add +7.2% | 241,611 | $16.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +47.0% | 238,938 | $16.3M |
| Stifel Financial Corp. | 0.02% | Add +44.2% | 232,166 | $15.8M |
| MML Investors Services, LLC | 0.05% | Add +45.9% | 206,239 | $14.1M |
| Sage Private Wealth Group, LLC | 9.18% | Add +1.5% | 177,835 | $12.1M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.99% | No change | 177,688 | $12.1M |
| Private Advisor Group, LLC | 0.07% | Add +52.1% | 170,172 | $11.6M |
| Next Level Private LLC | 4.13% | Add +61.0% | 162,698 | $11.1M |
| Parkside Investments, LLC | 1.63% | Add +38.7% | 162,635 | $11.1M |
| Harbour Investments, Inc. | 0.31% | Add +3.7% | 158,175 | $10.8M |
| Avantax Advisory Services, Inc. | 0.06% | Add +36.0% | 156,508 | $10.7M |
| Presidio Capital Management, LLC | 4.14% | New | 145,612 | $9.9M |
| Equitable Holdings, Inc. | 0.09% | Add +11.7% | 145,535 | $9.9M |
| Frederick Financial Consultants, LLC | 6.43% | Add +53.5% | 130,603 | $8.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +25.4% | 126,122 | $8.6M |
| N.E.W. Advisory Services LLC | 0.63% | Add +107.8% | 120,006 | $8.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +17.8% | 119,801 | $8.2M |
| Sigma Planning Corp | 0.26% | Add +13.2% | 119,093 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Add +34.0% | 115,111 | $7.9M |
| GWN Securities Inc. | 0.42% | Add +604.2% | 97,469 | $7.5M |
| Black Swift Group, LLC | 1.53% | Add +125.3% | 98,815 | $6.7M |
| Atlas Wealth LLC | 3.64% | Add +0.1% | 97,762 | $6.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +40.3% | 89,765 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +32.3% | 88,965 | $6.1M |
| Schorn Wealth LLC | 1.98% | Add +7.7% | 87,934 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +29.4% | 84,611 | $5.8M |
| Prospera Financial Services Inc | 0.13% | Add +15.8% | 82,392 | $5.6M |
| Crumly & Associates Inc. | 1.55% | Add +39.6% | 82,399 | $5.6M |
| Cwm, LLC | 0.02% | Add +27.3% | 74,467 | $5.1M |
| Nwam LLC | 0.43% | Reduce -18.4% | 73,233 | $5.0M |
| Jaffetilchin Investment Partners, LLC | 0.36% | Reduce -9.2% | 72,657 | $5.0M |
| US Bancorp \de | 0.01% | Add +18.9% | 69,314 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Add +31.7% | 68,525 | $4.7M |
| SPC Financial, Inc. | 0.41% | Add +4.5% | 68,483 | $4.7M |
| Symphony Financial Services, Inc. | 2.95% | New | 66,307 | $4.5M |
| Fischer Investment Strategies, LLC | 3.29% | New | 65,431 | $4.5M |
| Ameritas Advisory Services, LLC | 0.18% | Add +17.2% | 59,308 | $4.4M |
| Prudential PLC | 0.02% | No change | 64,500 | $4.4M |
| Rehmann Capital Advisory Group | 0.27% | New | 62,685 | $4.3M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.05% | No change | 61,712 | $4.2M |
| Fagan Associates, Inc. | 0.69% | Add +2.1% | 60,614 | $4.1M |
| Arkadios Wealth Advisors | 0.15% | Add +781.9% | 57,629 | $3.9M |
| Fortis Advisors, LLC | 2.51% | Add +5.4% | 56,534 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +38.3% | 55,527 | $3.8M |
| Marshall Investment Management, LLC | 2.34% | Reduce -36.9% | 55,253 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +55.5% | 55,213 | $3.8M |
| RFG Advisory, LLC | 0.10% | Reduce -21.5% | 54,244 | $3.7M |
| Smith, Moore & Co. | 0.34% | Add +5.8% | 53,896 | $3.7M |
| IFG Advisory, LLC | 0.20% | Add +71.3% | 53,795 | $3.7M |
| Global Assets Advisory, LLC | 0.67% | Add +200.0% | 53,595 | $3.6M |
| Lokken Investment Group LLC | 1.50% | Add +2.8% | 52,076 | $3.6M |
| tru Independence LLC | 1.10% | Add +1065.2% | 51,827 | $3.5M |
| Quadcap Wealth Management, LLC | 0.50% | Add +9.6% | 50,362 | $3.4M |
| Focus Financial Network, Inc. | 0.14% | New | 50,249 | $3.4M |
| Riggs Asset Managment Co. Inc. | 0.97% | Reduce -72.5% | 49,618 | $3.4M |
| Mach-1 Financial Group, LLC | 1.01% | Add +1109.0% | 49,278 | $3.4M |
| Prosperity Financial Group, Inc. | 1.61% | Reduce -9.8% | 47,477 | $3.2M |
| Garden State Investment Advisory Services LLC | 1.03% | Add +65.1% | 47,089 | $3.2M |
| Precedent Wealth Partners, LLC | 0.88% | Add +68.0% | 46,609 | $3.2M |
| Hobart Private Capital, LLC | 0.79% | Reduce -0.6% | 46,092 | $3.1M |
| PCG Wealth Advisors, LLC | 1.09% | Add +20.2% | 45,587 | $3.1M |
| Elmwood Wealth Management, Inc. | 1.27% | Add +91.4% | 45,555 | $3.1M |
| Cascade Financial Partners, LLC | 0.39% | Add +1473.9% | 44,855 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 44,341 | $3.0M |
| Atria Investments, Inc | 0.04% | Add +27.3% | 43,747 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -1.4% | 43,026 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +18.9% | 42,132 | $2.9M |
| Valley Wealth Managers, Inc. | 0.21% | Add +1.1% | 41,295 | $2.8M |
| Arq Wealth Advisors, LLC | 1.04% | Add +50.9% | 40,960 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -19.6% | 40,709 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.6% | 40,598 | $2.8M |
| GPS Wealth Strategies Group, LLC | 0.36% | Add +120.1% | 39,407 | $2.7M |
| Arvest Investments, Inc. | 0.42% | Add +31.8% | 39,340 | $2.7M |
| MRA Advisory Group | 1.41% | Add +4.1% | 38,642 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +4.3% | 38,397 | $2.6M |
| Puff Wealth Management, LLC | 4.62% | Add +8.4% | 38,340 | $2.6M |
| Advisory Services Network, LLC | 0.05% | Reduce -13.9% | 37,282 | $2.5M |
| Good Life Advisors, LLC | 0.18% | Add +136.4% | 37,234 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Add +6.2% | 36,374 | $2.5M |
| Genesis Private Wealth, LLC | 1.31% | Add +10.5% | 36,102 | $2.5M |
| TradeWell Securities, LLC. | 1.35% | Add +278.0% | 35,824 | $2.4M |
| Spire Wealth Management | 0.08% | Add +4.4% | 35,294 | $2.4M |
| Proactive Wealth Strategies LLC | 1.28% | Add +17.1% | 35,206 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +10.7% | 34,044 | $2.3M |
| Western Wealth Management, LLC | 0.15% | Add +10.0% | 32,887 | $2.2M |
| AssuredPartners Investment Advisors, LLC | 0.42% | Add +10.9% | 31,535 | $2.2M |
| &partners | 0.02% | Add +44.3% | 31,402 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +11.8% | 30,506 | $2.1M |
| Axxcess Wealth Management, LLC | 0.06% | Add +9.4% | 30,524 | $2.1M |
| WealthBridge Capital Management, LLC | 0.59% | Add +9.8% | 30,460 | $2.1M |
| Strive Asset Management, LLC | 1.43% | New | 30,127 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +41.3% | 29,751 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +0.3% | 29,364 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Add +9.8% | 29,083 | $2.0M |
| RiverTree Advisors, LLC | 1.31% | Reduce -3.7% | 28,628 | $2.0M |
| Virtue Capital Management, LLC | 0.23% | New | 28,282 | $1.9M |
| GoalVest Advisory LLC | 0.53% | Add +7.5% | 28,237 | $1.9M |
| Comerica Bank | 0.01% | Add +8.3% | 27,681 | $1.9M |
| Fiduciary Trust Co | 0.02% | New | 27,252 | $1.9M |
| Main Street Financial Solutions, LLC | 0.16% | New | 27,188 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +76.9% | 27,133 | $1.9M |
| Banque Cantonale Vaudoise | 0.08% | — | 26,070 | $1.8M |
| JBR Co Financial Management Inc | 1.03% | Add +56.2% | 25,897 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | New | 25,007 | $1.7M |
| Smith Thornton Advisors LLC | 1.04% | Add +6.3% | 24,593 | $1.7M |
| Viawealth, LLC | 1.01% | New | 24,035 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +10.2% | 24,009 | $1.6M |
| Comprehensive Wealth Management, LLC | 1.11% | New | 23,291 | $1.6M |
| Stegent Equity Advisors, Inc. | 1.57% | Reduce -3.1% | 22,668 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +21.9% | 22,073 | $1.5M |
| First Heartland Consultants, Inc. | 0.15% | Add +14.1% | 21,190 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +26.5% | 20,967 | $1.4M |
| Creative Planning | 0.00% | Add +15.5% | 20,806 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Add +8.0% | 20,386 | $1.4M |
| Daymark Wealth Partners, LLC | 0.06% | Add +528.5% | 19,106 | $1.3M |
| International Assets Investment Management, LLC | 0.11% | Add +42.6% | 18,888 | $1.3M |
| Stephens Inc. | 0.02% | Add +140.5% | 18,868 | $1.3M |
| Seaview Investment Managers LLC | 0.31% | Add +3.2% | 18,840 | $1.3M |
| Concentrum Wealth Management | 0.47% | Add +210.7% | 18,784 | $1.3M |
| Rooted Wealth Advisors, Inc. | 0.54% | New | 19,963 | $1.2M |
| Key Client Fiduciary Advisors, LLC | 0.57% | New | 18,278 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +115.9% | 17,464 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +31.4% | 17,361 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +17.1% | 16,957 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +12.9% | 16,816 | $1.1M |
| Creekside Partners | 0.60% | Add +21.8% | 16,696 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | New | 15,884 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +66.9% | 15,738 | $1.1M |
| Creative Financial Designs Inc. | 0.09% | Add +3537.1% | 15,676 | $1.1M |
| Gentry Private Wealth, LLC | 0.86% | Add +121.8% | 15,368 | $1.0M |
| Afg Fiduciary Services Limited Partnership | 0.77% | Add +102.5% | 15,314 | $1.0M |
| Well Done, LLC | 0.19% | No change | 13,344 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.07% | New | 14,881 | $1.0M |
| ORG Partners LLC | 0.26% | Reduce -65.6% | 11,410 | $1.0M |
| Bearing Point Capital, LLC | 0.21% | Add +53.0% | 14,281 | $974K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +33.4% | 14,011 | $956K |
| Total Clarity Wealth Management, Inc. | 0.31% | Reduce -0.3% | 12,186 | $939K |
| Silver Oak Securities, Incorporated | 0.09% | Add +23.0% | 13,655 | $932K |
| Peddock Capital Advisors, LLC | 0.23% | Add +4.2% | 13,385 | $913K |
| Insight Wealth Partners, LLC | 0.55% | Add +4.5% | 13,327 | $909K |
| Maridea Wealth Management LLC | 0.30% | Add +12.9% | 13,260 | $904K |
| Harvest Investment Services, LLC | 0.25% | Reduce -11.3% | 13,238 | $903K |
| TCFG Wealth Management, LLC | 0.45% | Add +109.9% | 12,981 | $885K |
| Belpointe Asset Management LLC | 0.05% | New | 12,696 | $866K |
| Guerra Pan Advisors, LLC | 0.67% | Add +75.4% | 12,506 | $853K |
| Heritage Wealth Management, Inc. | 0.29% | Add +172.9% | 12,445 | $849K |
| Fearless Solutions, LLC dba Best Invest | 0.65% | New | 12,203 | $832K |
| Bleakley Financial Group, LLC | 0.03% | Reduce -39.6% | 12,118 | $827K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -9.3% | 11,697 | $798K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -30.1% | 11,610 | $792K |
| Integrity Alliance, Llc. | 0.03% | New | 11,442 | $780K |
| Citadel Advisors | 0.00% | Reduce -64.7% | 11,303 | $771K |
| Cresset Asset Management, LLC | 0.00% | Add +0.7% | 11,125 | $759K |
| Brown Advisory Inc. | 0.00% | Add +52.8% | 11,001 | $750K |
| Per Stirling Capital Management, LLC. | 0.11% | Reduce -85.0% | 10,955 | $747K |
| Tyler-Stone Wealth Management | 0.13% | Add +0.1% | 10,806 | $737K |
| D. E. Shaw & Co. | 0.00% | Reduce -69.6% | 10,699 | $730K |
| Hanover Advisors Inc. | 0.32% | Reduce -0.7% | 10,652 | $727K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -5.3% | 10,614 | $724K |
| Arax Advisory Partners | 0.05% | Add +11.4% | 10,380 | $708K |
| Mgo One Seven LLC | 0.03% | Add +57.7% | 10,260 | $700K |
| Global View Capital Management LLC | 0.25% | Add +1.5% | 10,145 | $692K |
| Financial Advocates Investment Management | 0.05% | Add +38.5% | 10,056 | $686K |
| Capital Wealth Alliance, LLC | 0.41% | Reduce -46.0% | 9,963 | $680K |
| Sovran Advisors, LLC | 0.09% | New | 10,100 | $679K |
| World Investment Advisors | 0.02% | Reduce -4.0% | 9,524 | $650K |
| WPG Advisers, LLC | 0.59% | Add +11402.5% | 9,317 | $636K |
| NewEdge Wealth, LLC | 0.01% | No change | 9,184 | $626K |
| Perissos Private Wealth Management, LLC | 0.56% | Add +45.8% | 8,952 | $611K |
| Cascade Investment Group, Inc. | 0.46% | Reduce -3.8% | 8,851 | $604K |
| Balyasny Asset Management L.P. | 0.00% | New | 8,805 | $601K |
| Trueblood Wealth Management, LLC | 0.28% | Add +3.3% | 8,695 | $593K |
| Sierra Capital LLC | 0.07% | No change | 8,685 | $592K |
| Quad-Cities Investment Group, LLC | 0.29% | Add +38.1% | 8,639 | $589K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +141.9% | 8,366 | $571K |
| HBW Advisory Services LLC | 0.08% | New | 8,248 | $563K |
| Ignite Planners, LLC | 0.11% | Add +27.3% | 7,922 | $562K |
| BlueChip Wealth Advisors LLC | 0.27% | Reduce -6.4% | 8,075 | $551K |
| Altus Wealth Group LLC | 0.25% | Add +19.7% | 7,937 | $541K |
| Synovus Financial Corp. | 0.01% | New | 7,925 | $541K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +62.8% | 7,706 | $526K |
| Ferguson Shapiro LLC | 0.19% | Reduce -8.8% | 7,557 | $515K |
| Archford Capital Strategies, LLC | 0.07% | Add +4.3% | 7,394 | $504K |
| Centaurus Financial, Inc. | 0.03% | Add +17.8% | 7,363 | $502K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,236 | $494K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +160.3% | 7,201 | $491K |
| Strategic Financial Concepts, LLC | 0.09% | Add +24.9% | 7,039 | $480K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 6,933 | $473K |
| National Bank of Canada | 0.00% | New | 6,815 | $464K |
| Snowden Capital Advisors LLC | 0.01% | Add +28.9% | 6,627 | $452K |
| Gotham Asset Management | 0.00% | Add +60.3% | 6,471 | $441K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -0.8% | 6,456 | $440K |
| Obsidian Cio, LLC | 0.07% | Add +24.0% | 6,429 | $439K |
| Dunhill Financial, LLC | 0.20% | Add +35.5% | 6,358 | $434K |
| Principal Securities, Inc. | 0.01% | No change | 5,481 | $422K |
| American Institute for Advanced Investment Management, LLP | 0.31% | Reduce -57.3% | 5,916 | $403K |
| Csenge Advisory Group | 0.02% | Reduce -95.2% | 5,978 | $402K |
| Townsquare Capital LLC | 0.00% | New | 5,829 | $398K |
| Parallel Advisors, LLC | 0.01% | Add +211.7% | 5,798 | $396K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -40.9% | 5,753 | $392K |
| Waterfront Wealth Inc. | 0.10% | Add +7.1% | 5,712 | $390K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +96.8% | 5,619 | $383K |
| Nova Wealth Management, Inc. | 0.33% | Add +15.0% | 5,608 | $383K |
| Sowell Financial Services LLC | 0.02% | New | 5,140 | $351K |
| Geneos Wealth Management Inc. | 0.01% | Add +47.0% | 5,100 | $348K |
| OneDigital Investment Advisors LLC | 0.00% | Add +86.7% | 5,088 | $347K |
| Lanark Financial, Inc. | 0.03% | — | 5,100 | $347K |
| Darden Wealth Group Inc | 0.27% | Reduce -3.6% | 5,050 | $345K |
| Independent Wealth Network Inc. | 0.13% | Reduce -18.0% | 4,938 | $337K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +10.4% | 4,908 | $335K |
| Flagstar Securities, Inc. | 0.09% | New | 4,877 | $333K |
| ACT Advisors, LLC. | 0.18% | New | 4,838 | $330K |
| Stonebridge Financial Planning Group, LLC | 0.15% | New | 4,820 | $329K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,700 | $321K |
| Level Four Advisory Services, LLC | 0.01% | Add +24.5% | 4,681 | $319K |
| Accel Wealth Management | 0.12% | Add +45.6% | 4,680 | $319K |
| Investor's Fiduciary Advisor Network, LLC | 0.15% | Add +13.4% | 4,654 | $317K |
| Southland Equity Partners LLC | 0.07% | No change | 4,523 | $309K |
| TrueWealth Advisors, LLC | 0.10% | New | 4,455 | $304K |
| Tidemark, LLC | 0.11% | Add +97.2% | 4,426 | $302K |
| DAVENPORT & Co LLC | 0.00% | New | 4,412 | $301K |
| Herold Advisors, Inc. | 0.07% | Add +14.7% | 4,368 | $299K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +52.4% | 4,283 | $292K |
| Condor Capital Management | 0.03% | Add +4.0% | 4,213 | $287K |
| Bank of New York Mellon Corp | 0.00% | Add +52.6% | 4,109 | $280K |
| Legacy Wealth Managment, LLC | 0.20% | Add +8.2% | 4,045 | $276K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +27.6% | 3,988 | $272K |
| Second Line Capital, LLC | 0.07% | No change | 3,976 | $271K |
| Sunbelt Securities, Inc. | 0.02% | Add +622.3% | 3,886 | $265K |
| FMR LLC | 0.00% | Add +12.2% | 3,884 | $265K |
| Mariner, LLC | 0.00% | Add +12.7% | 3,875 | $264K |
| Hilltop Holdings Inc. | 0.02% | Add +7.5% | 3,869 | $264K |
| Merit Financial Group, LLC | 0.00% | New | 3,855 | $263K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 3,827 | $261K |
| Quantum Private Wealth, LLC | 0.10% | New | 3,810 | $260K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | New | 3,715 | $253K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -8.6% | 3,700 | $252K |
| Willner & Heller, LLC | 0.23% | Add +25.3% | 3,631 | $248K |
| Y.D. More Investments Ltd | 0.02% | No change | 3,600 | $246K |
| Wealth Watch Advisors, INC | 0.20% | New | 3,570 | $244K |
| Measured Wealth Private Client Group, LLC | 0.08% | Reduce -32.4% | 3,509 | $239K |
| Two Sigma Securities, LLC | 0.04% | New | 3,449 | $235K |
| World Equity Group, Inc. | 0.07% | Add +22.9% | 3,195 | $234K |
| StoneX Group Inc. | 0.01% | Reduce -40.4% | 3,410 | $233K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 3,375 | $230K |
| EPG Wealth Management LLC | 0.06% | Add +0.1% | 3,355 | $229K |
| Pacific Sun Financial Corp | 0.13% | New | 3,323 | $227K |
| First Trust Advisors LP | 0.00% | Reduce -4.1% | 3,259 | $222K |
| Aurora Private Wealth, Inc. | 0.18% | Add +4.5% | 3,255 | $222K |
| Private Advisory Group LLC | 0.03% | Reduce -1.9% | 3,210 | $219K |
| Barnes Wealth Management Group, Inc | 0.14% | New | 3,209 | $219K |
| Cutter & CO Brokerage, Inc. | 0.05% | New | 3,141 | $214K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -4.3% | 3,110 | $212K |
| Grantvest Financial Group LLC | 0.17% | New | 3,064 | $209K |
| Stratos Investment Management, LLC | 0.01% | Add +15.9% | 3,038 | $207K |
| Procyon Advisors, LLC | 0.01% | New | 3,033 | $207K |
| Register Financial Advisors LLC | 0.09% | Reduce -8.1% | 2,560 | $175K |
| CoreCap Advisors, LLC | 0.01% | Add +895.9% | 2,191 | $149K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.7% | 1,911 | $130K |
| Lazard Asset Management LLC | 0.00% | New | 1,800 | $122K |
| Private Trust Co. NA | 0.01% | Add +68.8% | 1,519 | $104K |
| Financial Network Wealth Advisors LLC | 0.14% | New | 1,518 | $104K |
| REAP Financial Group, LLC | 0.02% | No change | 1,270 | $87K |
| Park Square Financial Group, LLC | 0.07% | Reduce -9.0% | 1,262 | $86K |
| Stonebridge Financial Group, LLC | 0.01% | Add +104.1% | 1,198 | $82K |
| IFP Advisors, Inc | 0.00% | Add +46.6% | 1,116 | $76K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,101 | $75K |
| Archer Investment Corp | 0.01% | No change | 750 | $51K |
| Morse Asset Management, Inc | 0.01% | Reduce -16.9% | 741 | $51K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 720 | $49K |
| Continuum Advisory, LLC | 0.01% | No change | 623 | $42K |
| Rothschild Investment LLC | 0.00% | Add +159.5% | 558 | $38K |
| Signaturefd, LLC | 0.00% | Reduce -62.1% | 557 | $38K |
| Centricity Wealth Management, LLC | 0.03% | New | 484 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +84.0% | 460 | $31K |
| Tsfg, LLC | 0.01% | Add +0.2% | 462 | $31K |
| Ameriflex Group, Inc. | 0.01% | No change | 451 | $31K |
| Allworth Financial LP | 0.00% | No change | 428 | $30K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 419 | $29K |
| Capital Analysts, LLC | 0.00% | Add +53.2% | 409 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 400 | $27K |
| Salomon & Ludwin, LLC | 0.00% | New | 400 | $27K |
| TD Capital Management LLC | 0.00% | New | 392 | $27K |
| Farther Finance Advisors, LLC | 0.00% | No change | 350 | $24K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 345 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 345 | $24K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 330 | $23K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 304 | $21K |
| Golden State Wealth Management, LLC | 0.00% | No change | 300 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 288 | $20K |
| Pacifica Partners Inc. | 0.01% | No change | 250 | $16K |
| Larson Financial Group LLC | 0.00% | New | 222 | $15K |
| Chilton Capital Management LLC | 0.00% | No change | 208 | $14K |
| Sage Mountain Advisors LLC | 0.00% | New | 197 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 168 | $11K |
| Nemes Rush Group LLC | 0.00% | New | 133 | $9K |
| Blue Trust, Inc. | 0.00% | New | 130 | $9K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 125 | $9K |
| BlackRock, Inc. | 0.00% | Add +19.2% | 124 | $8K |
| Hexagon Capital Partners LLC | 0.00% | No change | 117 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -84.6% | 107 | $7K |
| Howe & Rusling Inc. | 0.00% | Reduce -68.8% | 106 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 103 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 101 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 93 | $6K |
| Clark Wealth Partners | 0.00% | New | 83 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 82 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 81 | $5K |
| Transce3nd, LLC | 0.00% | New | 72 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 60 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 55 | $4K |
| Covestor Ltd | 0.00% | No change | 46 | $3K |
| Rossby Financial, LCC | 0.00% | New | 38 | $3K |
| American National Bank & Trust | 0.00% | New | 36 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -97.2% | 38 | $2K |
| Aspect Partners, LLC | 0.00% | New | 8 | $546 |
| MCF Advisors LLC | 0.00% | No change | 3 | $205 |
"% of holder's portfolio" is AIRR's weight in each manager's 13F, not the share of First Trust Rba American Ind the manager owns.