First Trust Rba American IndAIRRETF
13F holders, Q3 2025 (September 30)385holders +39
63new positions
22sold out
3famous investors
$96.61avg. 13F price*
At the end of Q3 2025, 385 institutions reported holding First Trust Rba American Ind (AIRR) in their 13F filings, up 39 from Q2 2025. 63 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($686.6M), Morgan Stanley ($454.8M) and LPL Financial LLC ($394.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Rba American Ind
- CUSIP
- 33738R704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $70.4M |
| Exits | 22 | $10.4M |
All 13F filers, Q2 2025 → Q3 2025: 6,581,809 shares bought and 519,820 shares sold, net +6,061,989 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 385 holders
| Bank of America Corp. | 0.05% | Add +17.1% | 7,102,044 | $686.6M |
| Morgan Stanley | 0.03% | Add +11.3% | 4,703,815 | $454.8M |
| LPL Financial LLC | 0.12% | Add +20.6% | 4,079,879 | $394.4M |
| UBS Group AG | 0.04% | Add +7.9% | 1,917,883 | $185.4M |
| Raymond James Financial Inc. | 0.06% | Add +10.3% | 1,816,953 | $175.7M |
| Wells Fargo & Company | 0.03% | Add +27.6% | 1,761,511 | $170.3M |
| Royal Bank of Canada | 0.02% | Add +16.7% | 1,011,495 | $97.8M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +9.8% | 986,237 | $95.3M |
| Parcion Private Wealth LLC | 3.76% | Reduce -4.7% | 622,862 | $60.2M |
| Osaic Holdings, Inc. | 0.08% | Add +21.0% | 639,885 | $59.1M |
| Kestra Advisory Services, LLC | 0.26% | Add +5.2% | 580,107 | $56.1M |
| FIL Ltd | 0.04% | Add +853.2% | 564,184 | $54.5M |
| BNP Paribas Financial Markets | 0.03% | Add +800.0% | 450,000 | $43.5M |
| Commonwealth Equity Services, LLC | 0.06% | Add +3.1% | 442,786 | $42.8M |
| Cetera Investment Advisers | 0.05% | Add +74.9% | 435,512 | $42.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +38.7% | 389,315 | $37.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +33.6% | 377,267 | $36.5M |
| Stifel Financial Corp. | 0.03% | Add +21.4% | 376,364 | $36.4M |
| HighTower Advisors, LLC | 0.03% | Add +7.2% | 308,209 | $29.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | No change | 289,793 | $28.0M |
| Private Advisor Group, LLC | 0.12% | Add +11.2% | 241,860 | $23.4M |
| MML Investors Services, LLC | 0.06% | Add +7.0% | 240,833 | $23.3M |
| IHT Wealth Management, LLC | 0.55% | Reduce -8.6% | 226,669 | $21.9M |
| Pictet North America Advisors SA | 2.04% | Reduce -6.4% | 224,832 | $21.7M |
| Harbour Investments, Inc. | 0.45% | Add +15.4% | 207,352 | $20.0M |
| Sage Private Wealth Group, LLC | 10.46% | Add +16.6% | 194,528 | $18.8M |
| Next Level Private LLC | 5.35% | Add +6.8% | 187,587 | $18.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.16% | No change | 177,688 | $17.1M |
| Equitable Holdings, Inc. | 0.12% | Add +21.4% | 168,459 | $16.3M |
| Oppenheimer & Co. Inc. | 0.18% | Add +134.6% | 150,190 | $14.5M |
| Presidio Capital Management, LLC | 4.93% | Reduce -4.6% | 145,494 | $14.1M |
| Sanctuary Advisors, LLC | 0.08% | Add +5.9% | 145,140 | $14.0M |
| Parkside Investments, LLC | 1.72% | Reduce -10.9% | 142,285 | $13.8M |
| Proficio Capital Partners LLC | 0.93% | New | 140,196 | $13.6M |
| Frederick Financial Consultants, LLC | 7.50% | Add +1.1% | 138,385 | $13.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +27.0% | 136,427 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Add +15.1% | 133,873 | $12.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -0.9% | 116,474 | $11.3M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +110.5% | 110,305 | $10.7M |
| NewEdge Advisors, LLC | 0.05% | Add +55.8% | 105,078 | $10.2M |
| Crumly & Associates Inc. | 2.16% | Add +2.5% | 102,163 | $9.9M |
| US Bancorp \de | 0.01% | Add +1.8% | 100,776 | $9.7M |
| Advisory Services Network, LLC | 0.14% | Add +81.9% | 99,328 | $9.6M |
| Atlas Wealth LLC | 4.09% | Reduce -0.1% | 99,259 | $9.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.0% | 92,341 | $8.9M |
| Prospera Financial Services Inc | 0.15% | Reduce -0.8% | 90,694 | $8.8M |
| Schorn Wealth LLC | 2.53% | Add +1.7% | 85,760 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +4.7% | 81,884 | $7.9M |
| Strive Asset Management, LLC | 4.15% | Add +20.6% | 79,075 | $7.6M |
| SPC Financial, Inc. | 0.59% | Add +8.5% | 77,696 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +72.0% | 77,427 | $7.5M |
| Cwm, LLC | 0.02% | Reduce -1.0% | 77,021 | $7.4M |
| Symphony Financial Services, Inc. | 4.00% | Add +0.3% | 76,936 | $7.4M |
| Flputnam Investment Management Co. | 0.11% | Reduce -24.8% | 73,328 | $7.1M |
| Comprehensive Wealth Management, LLC | 5.02% | Add +36.8% | 73,274 | $7.1M |
| Jaffetilchin Investment Partners, LLC | 0.42% | Reduce -0.9% | 72,758 | $7.0M |
| Arkadios Wealth Advisors | 0.16% | Add +3.8% | 67,600 | $6.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Add +53.9% | 67,186 | $6.5M |
| Fagan Associates, Inc. | 0.88% | Add +10.8% | 66,231 | $6.4M |
| Smith, Moore & Co. | 0.48% | Add +9.8% | 65,036 | $6.3M |
| Prudential PLC | 0.05% | No change | 64,500 | $6.2M |
| Rehmann Capital Advisory Group | 0.34% | Reduce -0.3% | 64,092 | $6.2M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +60.5% | 63,583 | $6.1M |
| Independent Financial Group, LLC | 0.15% | Add +92.3% | 63,512 | $6.1M |
| Precedent Wealth Partners, LLC | 1.34% | Add +24.3% | 62,772 | $6.1M |
| Daymark Wealth Partners, LLC | 0.20% | Add +32.0% | 62,253 | $6.0M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.22% | No change | 61,712 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.7% | 60,912 | $5.9M |
| Citigroup Inc. | 0.00% | Add +33.4% | 60,072 | $5.8M |
| Quadcap Wealth Management, LLC | 0.67% | Add +3.2% | 58,310 | $5.6M |
| Sovran Advisors, LLC | 0.50% | Add +149.6% | 56,629 | $5.6M |
| Elmwood Wealth Management, Inc. | 1.95% | Add +1.8% | 56,990 | $5.5M |
| TradeWell Securities, LLC. | 2.28% | Add +14.7% | 56,091 | $5.4M |
| Fischer Investment Strategies, LLC | 3.23% | Add +0.5% | 55,771 | $5.4M |
| Guided Capital Wealth Management, LLC | 4.61% | New | 55,599 | $5.4M |
| Riggs Asset Managment Co. Inc. | 1.16% | Add +11.6% | 55,445 | $5.4M |
| Lokken Investment Group LLC | 1.79% | Reduce -0.7% | 53,893 | $5.2M |
| Flagship Harbor Advisors, LLC | 0.23% | Reduce -19.4% | 53,832 | $5.2M |
| tru Independence LLC | 1.35% | Add +0.5% | 53,681 | $5.2M |
| WPG Advisers, LLC | 3.97% | Add +268.0% | 52,998 | $5.1M |
| PCG Wealth Advisors, LLC | 1.48% | Add +3.5% | 52,621 | $5.1M |
| Cascade Financial Partners, LLC | 0.58% | Add +7.9% | 52,306 | $5.1M |
| Prosperity Financial Group, Inc. | 1.76% | Reduce -0.7% | 49,680 | $4.8M |
| Merit Financial Group, LLC | 0.04% | Add +72.1% | 49,484 | $4.8M |
| Advyzon Investment Management, LLC | 0.81% | New | 48,517 | $4.7M |
| Fortis Advisors, LLC | 2.66% | Reduce -13.5% | 48,248 | $4.7M |
| Garden State Investment Advisory Services LLC | 1.18% | Add +0.6% | 48,234 | $4.7M |
| Pecaut & Co. | 1.49% | New | 47,914 | $4.6M |
| HBW Advisory Services LLC | 0.52% | Add +235.3% | 47,872 | $4.6M |
| Focus Financial Network, Inc. | 0.16% | Reduce -8.6% | 47,670 | $4.6M |
| Concorde Asset Management, LLC | 1.90% | — | 46,917 | $4.5M |
| MRA Advisory Group | 1.98% | Reduce -9.0% | 46,895 | $4.5M |
| GPS Wealth Strategies Group, LLC | 0.48% | Reduce -2.9% | 46,741 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -14.9% | 45,583 | $4.4M |
| Sigma Planning Corp | 0.12% | Reduce -16.9% | 45,349 | $4.4M |
| Valley Wealth Managers, Inc. | 0.28% | Add +1.5% | 43,928 | $4.2M |
| WealthBridge Capital Management, LLC | 0.96% | Add +16.0% | 42,109 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +2.1% | 41,984 | $4.1M |
| Nwam LLC | 0.22% | Reduce -31.3% | 41,199 | $4.0M |
| Arvest Investments, Inc. | 0.58% | Reduce -19.4% | 41,565 | $4.0M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -17.7% | 41,407 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +106.3% | 40,283 | $3.9M |
| Hobart Private Capital, LLC | 0.80% | Reduce -3.2% | 39,739 | $3.8M |
| Apollon Wealth Management, LLC | 0.07% | Add +100.2% | 39,140 | $3.8M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +25.0% | 38,670 | $3.7M |
| Spire Wealth Management | 0.13% | Add +9.2% | 38,286 | $3.7M |
| Western Wealth Management, LLC | 0.20% | Add +6.5% | 38,217 | $3.7M |
| Genesis Private Wealth, LLC | 1.53% | Add +1.2% | 37,739 | $3.6M |
| GTS Securities LLC | 0.14% | New | 37,736 | $3.6M |
| Marshall Investment Management, LLC | 1.92% | New | 37,531 | $3.6M |
| &partners | 0.02% | Add +1.1% | 37,431 | $3.6M |
| Axxcess Wealth Management, LLC | 0.08% | Add +0.0% | 36,986 | $3.6M |
| World Equity Group, Inc. | 0.80% | Add +1148.3% | 36,426 | $3.5M |
| Proactive Wealth Strategies LLC | 1.49% | Reduce -0.4% | 35,728 | $3.5M |
| Sunbelt Securities, Inc. | 0.24% | Add +6490.1% | 35,455 | $3.4M |
| Mutual Advisors, LLC | 0.08% | Add +10.6% | 35,229 | $3.4M |
| Benjamin Edwards Inc. | 0.04% | Add +4.3% | 34,222 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.4% | 34,078 | $3.3M |
| Arq Wealth Advisors, LLC | 0.94% | Reduce -20.0% | 32,756 | $3.2M |
| Clear Creek Financial Management, LLC | 0.27% | Add +36.2% | 32,748 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | New | 32,127 | $3.1M |
| Tower Research Capital LLC (TRC) | 0.09% | New | 31,856 | $3.1M |
| JBR Co Financial Management Inc | 1.30% | Add +19.3% | 31,806 | $3.1M |
| Comerica Bank | 0.01% | Reduce -5.8% | 31,661 | $3.1M |
| Assetmark, Inc. | 0.01% | Add +0.8% | 31,542 | $3.0M |
| Puff Wealth Management, LLC | 4.59% | Reduce -7.4% | 31,228 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +1.0% | 30,893 | $3.0M |
| Maridea Wealth Management LLC | 0.46% | Add +13.2% | 30,309 | $3.0M |
| Main Street Financial Solutions, LLC | 0.18% | Add +0.7% | 29,691 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +48.1% | 29,255 | $2.8M |
| ABLE Financial Group, LLC | 0.60% | New | 28,784 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +61.1% | 27,399 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.14% | Add +39.1% | 26,771 | $2.6M |
| Stephens Inc. | 0.03% | Add +35.8% | 26,323 | $2.5M |
| Banque Pictet & Cie SA | 0.02% | New | 25,000 | $2.4M |
| Maltin Wealth Management, Inc. | 1.00% | Add +6.0% | 24,908 | $2.4M |
| Park National Corp. | 0.08% | New | 24,903 | $2.4M |
| APS Management Group, Inc. | 2.12% | — | 24,744 | $2.4M |
| International Assets Investment Management, LLC | 0.19% | No change | 28,413 | $2.3M |
| First Heartland Consultants, Inc. | 0.19% | Reduce -21.4% | 24,061 | $2.3M |
| Smith Thornton Advisors LLC | 1.22% | Add +0.7% | 24,016 | $2.3M |
| Rooted Wealth Advisors, Inc. | 0.71% | Add +5.1% | 23,850 | $2.3M |
| Integrity Alliance, Llc. | 0.11% | Add +309.6% | 23,815 | $2.3M |
| Viawealth, LLC | 1.25% | Reduce -6.1% | 23,625 | $2.3M |
| Principal Securities, Inc. | 0.04% | Add +235.2% | 23,372 | $2.3M |
| Stegent Equity Advisors, Inc. | 1.79% | Add +2.1% | 22,759 | $2.2M |
| Heritage Wealth Management, Inc. | 0.64% | Add +2.2% | 22,490 | $2.2M |
| AE Wealth Management LLC | 0.01% | Add +30.6% | 22,238 | $2.1M |
| Wedbush Securities Inc. | 0.07% | Reduce -18.3% | 21,215 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -1.6% | 21,094 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.3% | 21,004 | $2.0M |
| Essex Financial Services, Inc. | 0.12% | Add +3.2% | 20,755 | $2.0M |
| Renaissance Technologies | 0.00% | Add +666.7% | 20,700 | $2.0M |
| Symphony Financial, Ltd. Co. | 0.23% | Add +3.5% | 20,010 | $1.9M |
| Key Client Fiduciary Advisors, LLC | 0.64% | Reduce -0.5% | 19,515 | $1.9M |
| Creative Planning | 0.00% | Reduce -3.0% | 19,215 | $1.9M |
| World Investment Advisors | 0.04% | Add +103.7% | 19,079 | $1.8M |
| Creekside Partners | 0.81% | Add +1.6% | 19,008 | $1.8M |
| Creative Financial Designs Inc. | 0.12% | Add +11.6% | 18,905 | $1.8M |
| RFG Advisory, LLC | 0.04% | Reduce -12.8% | 18,902 | $1.8M |
| GWN Securities Inc. | 0.41% | Reduce -2.3% | 18,375 | $1.8M |
| Intrua Financial, LLC | 0.20% | New | 17,976 | $1.7M |
| Global Assets Advisory, LLC | 0.50% | Add +1.1% | 17,548 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +64.3% | 17,230 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.36% | New | 16,198 | $1.6M |
| Liberty Wealth Management LLC | 0.22% | Add +1.6% | 15,901 | $1.5M |
| Silver Oak Securities, Incorporated | 0.12% | Add +19.3% | 15,885 | $1.5M |
| Insight Wealth Partners, LLC | 0.67% | Add +9.7% | 15,780 | $1.5M |
| Brown Advisory Inc. | 0.00% | Add +1.2% | 15,722 | $1.5M |
| IFG Advisory, LLC | 0.07% | Reduce -72.0% | 15,479 | $1.5M |
| Fearless Solutions, LLC dba Best Invest | 0.90% | Add +9.9% | 14,528 | $1.4M |
| N.E.W. Advisory Services LLC | 0.13% | Add +28.4% | 14,482 | $1.4M |
| AQR Capital Management | 0.00% | New | 14,450 | $1.4M |
| Peddock Capital Advisors, LLC | 0.30% | Add +4.4% | 14,334 | $1.4M |
| Arista Wealth Management, LLC | 0.17% | New | 14,178 | $1.4M |
| PKS Advisory Services, LLC | 0.32% | Add +73.6% | 14,107 | $1.4M |
| Harvest Investment Services, LLC | 0.27% | Reduce -1.1% | 13,897 | $1.3M |
| Mgo One Seven LLC | 0.03% | Add +30.7% | 13,754 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | Reduce -1.2% | 13,673 | $1.3M |
| Guerra Pan Advisors, LLC | 0.79% | No change | 13,429 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +38.7% | 13,178 | $1.3M |
| Well Done, LLC | 0.22% | Reduce -1.3% | 13,174 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.33% | Reduce -5.1% | 12,809 | $1.2M |
| RiverTree Advisors, LLC | 0.77% | Reduce -9.0% | 12,378 | $1.2M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -0.8% | 11,795 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | New | 11,770 | $1.1M |
| Hanover Advisors Inc. | 0.44% | Add +4.1% | 11,704 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +125.2% | 11,540 | $1.1M |
| Afg Fiduciary Services Limited Partnership | 0.63% | Reduce -0.6% | 11,246 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +4.9% | 10,804 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.3% | 10,705 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.12% | Reduce -0.2% | 10,616 | $1.0M |
| Calton & Associates, Inc. | 0.15% | Add +80.8% | 10,437 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | Reduce -16.6% | 10,396 | $1.0M |
| Perissos Private Wealth Management, LLC | 0.73% | Add +3.1% | 10,304 | $996K |
| Sowell Financial Services LLC | 0.04% | Reduce -2.6% | 10,196 | $986K |
| Mariner, LLC | 0.00% | Add +124.4% | 10,159 | $982K |
| TCFG Wealth Management, LLC | 0.39% | Reduce -20.3% | 10,144 | $981K |
| Geneos Wealth Management Inc. | 0.02% | Add +8.7% | 9,938 | $961K |
| Ignite Planners, LLC | 0.16% | Add +20.4% | 9,832 | $951K |
| Stonebridge Financial Planning Group, LLC | 0.36% | Add +93.6% | 9,829 | $950K |
| Fulcrum Equity Management | 0.95% | New | 9,694 | $937K |
| Banque Cantonale Vaudoise | 0.04% | Reduce -57.3% | 9,650 | $933K |
| Atria Investments, Inc | 0.01% | Reduce -46.7% | 9,294 | $899K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.9% | 9,102 | $898K |
| Quadrature Capital Ltd | 0.01% | New | 9,237 | $894K |
| Trueblood Wealth Management, LLC | 0.35% | Add +0.0% | 9,209 | $890K |
| Cambridge Advisors Inc. | 0.17% | Add +32.2% | 9,205 | $890K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +80.4% | 9,082 | $878K |
| Tempus Wealth Planning, LLC | 0.20% | Add +51.2% | 9,070 | $877K |
| Global View Capital Management LLC | 0.19% | Add +1.4% | 9,021 | $872K |
| Ameriprise Financial Inc. | 0.00% | New | 9,008 | $871K |
| Quad-Cities Investment Group, LLC | 0.37% | Add +1.9% | 8,914 | $862K |
| Warner Group LLC | 0.58% | — | 8,765 | $847K |
| Altus Wealth Group LLC | 0.35% | Add +5.3% | 8,756 | $847K |
| Sierra Capital LLC | 0.09% | No change | 8,685 | $840K |
| Byrne Financial Freedom, LLC | 0.41% | New | 8,575 | $829K |
| Summit Financial, LLC | 0.01% | New | 8,517 | $823K |
| Boyce & Associates Wealth Consulting, Inc. | 0.67% | New | 8,503 | $822K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -0.7% | 8,300 | $802K |
| FMR LLC | 0.00% | Add +69.1% | 8,273 | $800K |
| Level Four Advisory Services, LLC | 0.03% | Add +51.2% | 8,128 | $786K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -0.4% | 8,065 | $780K |
| Mirador Capital Partners LP | 0.11% | New | 7,959 | $769K |
| Capital Wealth Alliance, LLC | 0.38% | Reduce -18.5% | 7,903 | $764K |
| Gateway Wealth Partners, LLC | 0.10% | Add +39.8% | 7,796 | $754K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +3.0% | 7,763 | $751K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.3% | 7,733 | $748K |
| Accel Wealth Management | 0.22% | Add +43.5% | 7,713 | $746K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 7,706 | $745K |
| Trust Co. of Toledo NA | 0.07% | Add +10.0% | 7,613 | $736K |
| Snowden Capital Advisors LLC | 0.02% | Add +11.1% | 7,602 | $735K |
| Bearing Point Capital, LLC | 0.12% | Add +1.0% | 7,351 | $711K |
| Centaurus Financial, Inc. | 0.03% | Reduce -3.6% | 7,313 | $707K |
| Barnes Pettey Financial Advisors, LLC | 0.37% | Add +151.5% | 6,953 | $672K |
| Bank of New York Mellon Corp | 0.00% | Add +39.8% | 6,799 | $657K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -62.8% | 6,756 | $653K |
| SteelPeak Wealth, LLC | 0.02% | Add +25.3% | 6,684 | $646K |
| Obsidian Cio, LLC | 0.08% | Add +0.0% | 6,678 | $646K |
| Parallel Advisors, LLC | 0.01% | Add +6.4% | 6,668 | $645K |
| StoneX Group Inc. | 0.03% | Add +84.8% | 6,618 | $640K |
| Gotham Asset Management | 0.00% | No change | 6,471 | $626K |
| Inscription Capital, LLC | 0.07% | New | 6,350 | $614K |
| TrueWealth Advisors, LLC | 0.17% | Add +14.0% | 6,348 | $614K |
| Legacy Wealth Managment, LLC | 0.27% | Add +13.8% | 6,180 | $597K |
| Waterfront Wealth Inc. | 0.12% | Add +1.0% | 6,232 | $593K |
| Fiduciary Trust Co | 0.01% | Reduce -77.6% | 6,107 | $590K |
| Cascade Investment Group, Inc. | 0.39% | No change | 6,057 | $586K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +41.7% | 6,050 | $585K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +27.0% | 6,013 | $581K |
| Csenge Advisory Group | 0.03% | Reduce -0.7% | 5,812 | $562K |
| Curran Financial Partners, LLC | 0.11% | Add +54.4% | 5,638 | $545K |
| ACT Advisors, LLC. | 0.22% | No change | 5,621 | $543K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -1.6% | 5,617 | $543K |
| Independent Wealth Network Inc. | 0.17% | Add +8.3% | 5,608 | $542K |
| CoreCap Advisors, LLC | 0.02% | Add +46.0% | 5,579 | $539K |
| AssuredPartners Investment Advisors, LLC | 0.12% | New | 5,554 | $537K |
| Continuum Advisory, LLC | 0.05% | New | 5,257 | $508K |
| Willner & Heller, LLC | 0.39% | Add +46.4% | 5,225 | $505K |
| Farther Finance Advisors, LLC | 0.01% | Add +1388.3% | 5,209 | $504K |
| Synovus Financial Corp. | 0.01% | Reduce -1.2% | 5,095 | $493K |
| Lanark Financial, Inc. | 0.04% | Reduce -60.1% | 4,989 | $482K |
| Moors & Cabot, Inc. | 0.02% | Add +55.5% | 4,977 | $481K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,700 | $454K |
| National Bank of Canada | 0.00% | Reduce -32.1% | 4,665 | $451K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | Add +18.0% | 4,652 | $450K |
| Darden Wealth Group Inc | 0.24% | No change | 4,650 | $450K |
| Richmond Investment Services, LLC | 0.08% | Add +1.0% | 4,566 | $441K |
| Investor's Fiduciary Advisor Network, LLC | 0.15% | Add +1.6% | 4,504 | $435K |
| Founders Financial Securities LLC | 0.03% | Add +39.7% | 4,473 | $432K |
| Betterment LLC | 0.00% | Add +36.4% | 4,366 | $422K |
| Condor Capital Management | 0.03% | Add +0.8% | 4,330 | $419K |
| Hilltop Holdings Inc. | 0.02% | Add +7.1% | 4,146 | $401K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -16.0% | 4,141 | $400K |
| Tidemark, LLC | 0.12% | Reduce -4.6% | 4,135 | $400K |
| WealthTrust Asset Management, LLC | 0.27% | New | 3,963 | $383K |
| Pacific Sun Financial Corp | 0.18% | Add +3.8% | 3,945 | $381K |
| Quantum Private Wealth, LLC | 0.11% | Add +26.1% | 3,870 | $374K |
| Grantvest Financial Group LLC | 0.26% | Add +12.7% | 3,832 | $370K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,827 | $370K |
| Capital Analysts, LLC | 0.01% | Add +707.7% | 3,772 | $365K |
| Apeiron RIA LLC | 0.08% | New | 3,785 | $365K |
| Y.D. More Investments Ltd | 0.02% | No change | 3,600 | $348K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1732.0% | 3,554 | $344K |
| Second Line Capital, LLC | 0.07% | No change | 3,516 | $340K |
| Compound Planning, Inc. | 0.01% | Reduce -32.8% | 3,513 | $340K |
| Nova Wealth Management, Inc. | 0.24% | Reduce -31.8% | 3,462 | $335K |
| Evolution Wealth Management Inc. | 0.34% | Reduce -9.6% | 3,448 | $333K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 3,375 | $326K |
| Private Advisory Group LLC | 0.03% | Add +10.3% | 3,365 | $325K |
| Signal Advisors Wealth, LLC | 0.03% | New | 3,271 | $316K |
| Barnes Wealth Management Group, Inc | 0.17% | Reduce -2.3% | 3,250 | $314K |
| Narus Financial Partners, LLC | 0.08% | New | 3,191 | $309K |
| Exit Wealth Advisors, LLC. | 0.20% | — | 3,081 | $298K |
| Kovack Advisors, Inc. | 0.03% | No change | 3,045 | $294K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,026 | $293K |
| Corient Private Wealth LP | 0.00% | New | 3,000 | $290K |
| FSB Premier Wealth Management, Inc. | 0.09% | New | 2,965 | $287K |
| Integrity Wealth Advisors, Inc. | 0.10% | Add +4.7% | 2,938 | $284K |
| Silver Grove Financial Group, Inc. | 0.27% | — | 2,915 | $282K |
| Visionary Wealth Advisors | 0.01% | Reduce -9.3% | 2,890 | $279K |
| Golden State Wealth Management, LLC | 0.03% | No change | 2,883 | $279K |
| First Trust Advisors LP | 0.00% | Add +6.3% | 2,850 | $276K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 2,816 | $272K |
| Kingsview Wealth Management, LLC | 0.00% | New | 2,808 | $271K |
| Lincoln Capital LLC | 0.05% | No change | 2,767 | $269K |
| Wealth Watch Advisors, INC | 0.11% | Reduce -33.0% | 2,777 | $268K |
| KKM Financial LLC | 0.08% | New | 2,769 | $268K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,767 | $268K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 2,758 | $267K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,755 | $266K |
| Strategic Financial Concepts, LLC | 0.04% | Add +10.9% | 2,785 | $262K |
| DAVENPORT & Co LLC | 0.00% | Reduce -40.1% | 2,634 | $255K |
| RIA Advisory Group LLC | 0.06% | New | 2,530 | $245K |
| Procyon Advisors, LLC | 0.01% | Reduce -0.6% | 2,498 | $242K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,494 | $241K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,373 | $229K |
| Owen LaRue, LLC | 0.09% | New | 2,314 | $224K |
| Register Financial Advisors LLC | 0.09% | No change | 2,285 | $221K |
| Summit Investment Advisory Services, LLC | 0.09% | New | 2,282 | $221K |
| Saxony Capital Management, LLC | 0.15% | New | 2,280 | $220K |
| Southland Equity Partners LLC | 0.04% | Reduce -47.0% | 2,264 | $219K |
| Flynn Zito Capital Management, LLC | 0.08% | New | 2,216 | $214K |
| Kestra Investment Management, LLC | 0.01% | New | 2,192 | $212K |
| Captrust Financial Advisors | 0.00% | New | 2,173 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,140 | $207K |
| QRG Capital Management, Inc. | 0.00% | New | 2,096 | $203K |
| Uptick Partners, LLC | 0.05% | New | 2,074 | $201K |
| Optiver Holding B.V. | 0.00% | New | 2,065 | $200K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +155.3% | 2,017 | $195K |
| Tsfg, LLC | 0.03% | Add +318.2% | 1,932 | $187K |
| IFP Advisors, Inc | 0.00% | Add +42.2% | 1,750 | $169K |
| Archer Investment Corp | 0.04% | No change | 1,700 | $164K |
| Private Trust Co. NA | 0.01% | Add +128.1% | 1,357 | $131K |
| Bank of Montreal | 0.00% | Add +3.1% | 1,270 | $123K |
| REAP Financial Group, LLC | 0.03% | Reduce -4.3% | 1,216 | $118K |
| Barometer Capital Management Inc. | 0.03% | New | 1,200 | $116K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,134 | $110K |
| ORG Partners LLC | 0.02% | Reduce -17.1% | 1,450 | $97K |
| Ameriflex Group, Inc. | 0.03% | Add +100.0% | 902 | $87K |
| Clearstead Advisors, LLC | 0.00% | No change | 883 | $85K |
| Clark Wealth Partners | 0.05% | Add +881.9% | 815 | $80K |
| Founders Financial Alliance, LLC | 0.02% | New | 827 | $80K |
| Morse Asset Management, Inc | 0.01% | Add +0.4% | 738 | $71K |
| Main Street Group, LTD | 0.02% | New | 662 | $64K |
| Signaturefd, LLC | 0.00% | Add +12.4% | 626 | $61K |
| Financial Network Wealth Advisors LLC | 0.07% | Reduce -16.7% | 619 | $60K |
| North Star Investment Management Corp. | 0.00% | No change | 509 | $49K |
| CIBC Private Wealth Group LLC | 0.00% | Add +107.4% | 502 | $49K |
| BlackRock, Inc. | 0.00% | Add +307.0% | 407 | $39K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 400 | $39K |
| TD Capital Management LLC | 0.00% | No change | 393 | $38K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +200.0% | 360 | $36K |
| Rothschild Investment LLC | 0.00% | Reduce -32.2% | 365 | $35K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 345 | $33K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 337 | $33K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 330 | $32K |
| GAMMA Investing LLC | 0.00% | No change | 288 | $28K |
| Field & Main Bank | 0.01% | New | 229 | $22K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 228 | $22K |
| Painted Porch Advisors LLC | 0.01% | New | 225 | $22K |
| Larson Financial Group LLC | 0.00% | No change | 222 | $21K |
| Mb, Levis & Associates, LLC | 0.01% | Add +20.0% | 150 | $15K |
| Blue Trust, Inc. | 0.00% | No change | 130 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | New | 125 | $12K |
| Realta Investment Advisors | 0.00% | No change | 125 | $12K |
| Howe & Rusling Inc. | 0.00% | No change | 106 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Add +11.8% | 104 | $10K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 103 | $10K |
| Barrett & Company, Inc. | 0.00% | No change | 101 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 93 | $9K |
| Clear Investment Research, LLC | 0.01% | New | 73 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 60 | $6K |
| MAI Capital Management | 0.00% | No change | 59 | $6K |
| Wolff Wiese Magana LLC | 0.00% | New | 57 | $6K |
| Davis Capital Management | 0.00% | — | 56 | $5K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 55 | $5K |
| GoalVest Advisory LLC | 0.00% | New | 50 | $5K |
| Covestor Ltd | 0.00% | No change | 46 | $4K |
| American National Bank & Trust | 0.00% | No change | 36 | $3K |
| Salem Investment Counselors Inc. | 0.00% | New | 23 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.3% | 15 | $1K |
| MCF Advisors LLC | 0.00% | No change | 3 | $291 |
| Guerra Advisors Inc | 0.00% | New | 3 | $290 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 2 | $194 |
"% 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.