First Trust Rba American IndAIRRETF

13F holders, Q1 2026 (March 31)
502holders +45
66new positions
20sold out
5famous investors
$110.75avg. 13F price*

At the end of Q1 2026, 502 institutions reported holding First Trust Rba American Ind (AIRR) in their 13F filings, up 45 from Q4 2025. 66 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($653.7M) and LPL Financial LLC ($572.0M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
First Trust Rba American Ind
CUSIP
33738R704
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 140Q1 2024Q2 2024: 189Q2 2024Q3 2024: 207Q3 2024Q4 2024: 306Q4 2024Q1 2025: 334Q1 2025Q2 2025: 346Q2 2025Q3 2025: 385Q3 2025Q4 2025: 457Q4 2025Q1 2026: 502Q1 2026Q2 2026: 569Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions66$95.8M
Exits20$19.3M

All 13F filers, Q4 2025 → Q1 2026: 7,462,893 shares bought and 1,500,698 shares sold, net +5,962,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 502 holders

Bank of America Corp. 0.08% Add +11.6% 9,675,697 $1.1B
Morgan Stanley 0.04% Add +11.8% 5,900,858 $653.7M
LPL Financial LLC 0.15% Add +13.0% 5,163,455 $572.0M
Raymond James Financial Inc. 0.09% Add +12.6% 2,617,712 $290.0M
UBS Group AG 0.05% Add +11.3% 2,345,173 $259.8M
Wells Fargo & Company 0.05% Add +9.7% 2,292,383 $254.0M
Royal Bank of Canada 0.03% Add +19.7% 1,430,725 $158.5M
Cambridge Investment Research Advisors, Inc. 0.31% Add +10.6% 1,096,735 $121.5M
Osaic Holdings, Inc. 0.14% Add +25.0% 873,587 $96.8M
Envestnet Asset Management Inc. 0.02% Add +58.5% 784,859 $86.9M
Cetera Investment Advisers 0.09% Add +28.8% 767,824 $85.1M
Commonwealth Equity Services, LLC 0.10% Add +16.5% 622,159 $68.9M
Kestra Advisory Services, LLC 0.25% Reduce -3.1% 599,696 $66.4M
Parcion Private Wealth LLC 3.54% Reduce -15.3% 516,187 $57.2M
BNP Paribas Financial Markets 0.04% Add +25.0% 500,900 $55.5M
Northwestern Mutual Wealth Management Co. 0.03% Add +7.7% 482,881 $53.5M
Stifel Financial Corp. 0.05% Add +11.3% 458,357 $50.8M
HighTower Advisors, LLC 0.05% Add +47.1% 447,548 $49.6M
Rockefeller Capital Management L.P. 0.06% Add +7.7% 295,214 $32.7M
MML Investors Services, LLC 0.09% Add +10.3% 284,465 $31.5M
Sanctuary Advisors, LLC 0.17% Add +10.1% 277,294 $30.7M
Harbour Investments, Inc. 0.45% Add +21.7% 265,067 $29.4M
Ameriprise Financial Inc. 0.01% Add +575.2% 258,484 $28.6M
Private Advisor Group, LLC 0.13% Add +16.5% 251,084 $27.8M
Janney Montgomery Scott LLC 0.06% Add +9.9% 235,602 $26.1M
Comprehensive Wealth Management, LLC 12.61% Add +67.1% 225,184 $24.9M
Next Level Private LLC 5.57% Add +10.1% 222,741 $24.7M
Equitable Holdings, Inc. 0.16% Add +21.1% 248,255 $24.4M
Proficio Capital Partners LLC 1.30% Add +59.5% 219,481 $24.3M
NewEdge Advisors, LLC 0.08% Add +42.2% 208,896 $23.1M
JPMorgan Chase & Co. 0.00% Add +39.0% 216,248 $22.9M
Sage Private Wealth Group, LLC 11.00% Reduce -0.3% 197,355 $21.9M
Truist Financial Corp. 0.03% Add +58.3% 184,649 $20.5M
Independent Advisor Alliance 0.22% New 181,096 $20.1M
Great Valley Advisor Group, Inc. 0.36% Add +513.0% 179,182 $19.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.29% No change 177,688 $19.7M
Oppenheimer & Co. Inc. 0.21% Add +1.3% 157,150 $17.4M
Pictet North America Advisors SA 1.71% Reduce -30.7% 155,764 $17.3M
Presidio Capital Management, LLC 4.77% Add +2.5% 148,090 $16.4M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -48.1% 140,000 $15.5M
Frederick Financial Consultants, LLC 7.38% Reduce -2.2% 133,935 $14.8M
FIL Ltd 0.01% Reduce -72.0% 132,522 $14.7M
Stratos Wealth Partners, LTD. 0.17% Add +8.7% 130,884 $14.5M
Steward Partners Investment Advisory, LLC 0.07% Add +1.8% 125,252 $13.9M
Parkside Investments, LLC 1.68% Reduce -10.6% 124,622 $13.8M
Foundations Investment Advisors, LLC 0.17% Add +649.0% 122,934 $13.6M
Citigroup Inc. 0.01% Add +40.3% 112,834 $12.5M
Riggs Asset Managment Co. Inc. 2.49% Add +12.4% 109,166 $12.1M
D. E. Shaw & Co. 0.01% Add +1036.1% 103,741 $11.5M
Arkadios Wealth Advisors 0.19% Add +46.9% 102,512 $11.4M
Precedent Wealth Partners, LLC 2.20% Add +18.9% 99,086 $11.0M
Atlas Wealth LLC 4.31% Reduce -2.7% 97,710 $10.8M
Cwm, LLC 0.03% Add +24.6% 97,369 $10.8M
Crumly & Associates Inc. 2.26% Reduce -9.8% 97,205 $10.8M
Valley Wealth Managers, Inc. 0.68% Add +117.0% 94,851 $10.5M
Advisory Services Network, LLC 0.14% Add +14.4% 93,268 $10.3M
Kestra Private Wealth Services, LLC 0.13% Add +25.5% 92,534 $10.3M
Prudential PLC 0.08% No change 92,426 $10.2M
Rockport Wealth LLC 1.86% Reduce -5.2% 92,308 $10.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.29% New 92,000 $10.2M
Symphony Financial Services, Inc. 5.18% Add +5.7% 91,061 $10.1M
US Bancorp \de 0.01% Reduce -11.7% 88,851 $9.8M
Prospera Financial Services Inc 0.16% Add +4.5% 88,487 $9.8M
HBW Advisory Services LLC 1.03% Add +11.8% 88,116 $9.8M
Redstone Wealth Management, LLC 7.67% Add +1.7% 86,859 $9.6M
N.E.W. Advisory Services LLC 0.72% Reduce -12.6% 86,740 $9.6M
Thryve Wealth Management LLC 6.29% Add +2.8% 85,052 $9.4M
Schorn Wealth LLC 2.84% Reduce -0.9% 84,799 $9.4M
Merit Financial Group, LLC 0.07% Add +16.3% 80,726 $8.9M
PTM Wealth Management, LLC 4.71% New 78,274 $8.9M
Daymark Wealth Partners, LLC 0.28% Add +6.5% 79,227 $8.8M
Hobart Private Capital, LLC 1.70% Add +95.1% 77,901 $8.6M
Fagan Associates, Inc. 1.20% Add +14.3% 77,595 $8.6M
Clear Creek Financial Management, LLC 0.65% Add +103.8% 77,035 $8.5M
AlphaCore Capital LLC 0.19% Reduce -8.6% 71,407 $7.9M
Southern Capital Services Inc. 5.04% Add +7.3% 70,737 $7.8M
TradeWell Securities, LLC. 3.25% Add +13.4% 70,343 $7.7M
Independent Financial Group, LLC 0.17% Add +11.4% 69,602 $7.7M
Proactive Wealth Strategies LLC 1.44% Add +97.1% 69,270 $7.7M
Investors Portfolio Services LLC 7.08% Reduce -8.4% 68,878 $7.6M
Elmwood Wealth Management, Inc. 2.08% Add +16.9% 68,025 $7.5M
WPG Advisers, LLC 5.41% Add +13.3% 66,230 $7.3M
Meitav Investment House Ltd. 0.08% New 64,450 $7.1M
Apollon Wealth Management, LLC 0.12% Add +24.1% 63,986 $7.1M
Sovran Advisors, LLC 0.55% Add +2.3% 55,333 $7.0M
Flagship Harbor Advisors, LLC 0.31% Reduce -12.8% 63,341 $7.0M
Fischer Investment Strategies, LLC 4.02% Add +8.9% 62,239 $6.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.39% Reduce -4.8% 61,937 $6.9M
&partners 0.03% Reduce -3.8% 61,849 $6.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.35% No change 61,712 $6.8M
Guided Capital Wealth Management, LLC 4.49% Reduce -0.8% 61,393 $6.8M
Smith, Moore & Co. 0.48% Reduce -9.3% 59,076 $6.5M
Sigma Planning Corp 0.18% Add +19.0% 57,276 $6.3M
Tidemark, LLC 1.60% Add +1175.5% 56,899 $6.3M
Quadcap Wealth Management, LLC 0.71% Reduce -6.8% 56,338 $6.2M
PCG Wealth Advisors, LLC 1.57% Add +3.8% 56,147 $6.2M
Western Wealth Management, LLC 0.23% Add +4.7% 55,593 $6.2M
Cascade Financial Partners, LLC 0.63% Reduce -1.8% 55,568 $6.2M
Cooper Investors PTY Ltd. 2.50% New 55,441 $6.1M
Rehmann Capital Advisory Group 0.32% Reduce -13.5% 55,185 $6.1M
Dakota Wealth Management 0.13% Add +3.4% 55,052 $6.1M
Pecaut & Co. 1.98% Add +16.1% 54,986 $6.1M
IHT Wealth Management, LLC 0.14% Reduce -64.5% 54,806 $6.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -33.0% 53,183 $6.0M
Fourpath Capital Management, LLC 0.85% Reduce -50.8% 53,504 $5.9M
Balyasny Asset Management L.P. 0.01% New 52,700 $5.8M
tru Independence LLC 2.84% Reduce -4.9% 51,836 $5.7M
Purewater Capital LLC 5.29% — 49,806 $5.5M
Gaddis Premier Wealth Advisors LLC 4.04% Add +1.2% 49,347 $5.5M
Stephens Inc. 0.07% Add +29.5% 49,050 $5.4M
Macro Advisors, Inc. 2.24% — 49,042 $5.4M
Spire Wealth Management 0.18% Add +8.8% 48,603 $5.4M
ABLE Financial Group, LLC 1.04% Add +65.6% 48,156 $5.3M
Principal Securities, Inc. 0.08% Add +7.9% 47,956 $5.3M
Thoroughbred Financial Services, LLC 0.32% Add +16.1% 47,859 $5.3M
Wealthcare Advisory Partners LLC 0.10% Add +24.4% 47,618 $5.3M
Bank of New York Mellon Corp 0.00% Reduce -2.8% 47,528 $5.3M
Nwam LLC 0.30% Add +0.0% 47,135 $5.2M
Focus Financial Network, Inc. 0.19% Add +4.1% 46,987 $5.2M
Mach-1 Financial Group, LLC 1.80% Reduce -13.5% 46,155 $5.1M
Prosperity Financial Group, Inc. 1.87% Reduce -10.8% 45,648 $5.1M
Portfolio Strategies, Inc. 0.62% New 45,583 $5.0M
WealthBridge Capital Management, LLC 1.16% Reduce -5.0% 45,524 $5.0M
Kingswood Wealth Advisors, LLC 0.23% Add +156.6% 44,357 $4.9M
Atria Investments, Inc 0.05% Reduce -0.9% 43,684 $4.8M
Assetmark, Inc. 0.01% Reduce -4.3% 43,150 $4.8M
J.W. Cole Advisors, Inc. 0.16% Add +5.5% 43,001 $4.8M
MRA Advisory Group 1.94% Reduce -6.1% 42,989 $4.8M
Wedbush Securities Inc. 0.14% Add +30.4% 42,672 $4.7M
Fortis Advisors, LLC 2.33% Reduce -10.4% 41,923 $4.6M
Mutual Advisors, LLC 0.10% Add +14.0% 41,335 $4.6M
Signature Estate & Investment Advisors LLC 0.09% Reduce -1.3% 41,261 $4.6M
Sunbelt Securities, Inc. 0.29% Reduce -4.9% 40,796 $4.5M
Concurrent Investment Advisors, LLC 0.05% Add +13.2% 40,488 $4.5M
Concorde Asset Management, LLC 2.20% Reduce -6.4% 40,421 $4.5M
Ameritas Advisory Services, LLC 0.17% Reduce -2.0% 39,566 $4.4M
Genesis Private Wealth, LLC 1.37% Reduce -1.3% 39,271 $4.4M
Axxcess Wealth Management, LLC 0.14% Add +2.0% 38,900 $4.3M
International Assets Investment Management, LLC 0.30% Add +7.4% 38,034 $4.3M
Arvest Investments, Inc. 0.57% Reduce -11.3% 37,974 $4.2M
Integrated Wealth Concepts LLC 0.03% Add +14.4% 37,706 $4.2M
Cornerstone Wealth Management, LLC 0.21% Add +11.8% 37,399 $4.1M
Garden State Investment Advisory Services LLC 0.98% Reduce -0.0% 36,954 $4.1M
Arq Wealth Advisors, LLC 0.73% Add +2.8% 36,518 $4.0M
Susquehanna International Group, LLP 0.01% Add +18.1% 36,373 $4.0M
VestGen Advisors, LLC 0.11% Reduce -10.2% 30,973 $4.0M
Baird Financial Group, Inc. 0.01% Add +8.6% 35,968 $4.0M
Oxford Wealth Group, LLC 2.13% Reduce -17.7% 35,195 $3.9M
Marshall Investment Management, LLC 1.87% Reduce -2.7% 35,103 $3.9M
D.A. Davidson & Co. 0.02% Add +9.7% 34,907 $3.9M
Benjamin Edwards Inc. 0.04% Reduce -1.8% 34,797 $3.9M
Hutchens & Kramer Investment Management Group, LLC 1.21% Add +584.3% 34,460 $3.8M
Rooted Wealth Advisors, Inc. 1.00% Add +4.9% 30,758 $3.8M
Cerity Partners LLC 0.01% Add +83.3% 34,164 $3.8M
MAI Capital Management 0.02% Add +21.4% 34,082 $3.8M
Keating Financial Advisory Services, Inc. 0.61% Reduce -1.6% 33,987 $3.8M
Foundry Financial Group, Inc. 1.82% New 33,196 $3.7M
Main Street Financial Solutions, LLC 0.26% Add +4.3% 32,427 $3.6M
Park National Corp. 0.11% Add +10.2% 31,894 $3.5M
Banque Cantonale Vaudoise 0.13% Reduce -2.4% 31,375 $3.5M
Fifth Third Bancorp 0.01% New 31,246 $3.5M
Jaffetilchin Investment Partners, LLC 0.21% Reduce -57.0% 31,241 $3.5M
Flputnam Investment Management Co. 0.05% Reduce -24.6% 31,024 $3.4M
AE Wealth Management LLC 0.02% Add +13.7% 30,509 $3.4M
JBR Co Financial Management Inc 1.41% No change 34,345 $3.4M
Banque Pictet & Cie SA 0.04% No change 30,000 $3.3M
Maridea Wealth Management LLC 0.47% Reduce -5.6% 29,053 $3.2M
Federation des caisses Desjardins du Quebec 0.01% Add +241.8% 28,991 $3.2M
First Heartland Consultants, Inc. 0.24% Add +9.8% 27,755 $3.1M
Maltin Wealth Management, Inc. 1.17% Add +3.9% 27,542 $3.1M
Sun Financial Inc 1.52% Add +8.5% 23,106 $3.0M
Ausdal Financial Partners, Inc. 0.14% Add +17.2% 27,303 $3.0M
Lane Brothers & Co. Inc. 2.16% Reduce -14.3% 26,794 $3.0M
Silver Oak Securities, Incorporated 0.22% Add +22.3% 26,650 $3.0M
Gateway Wealth Partners, LLC 0.12% Add +186.3% 26,638 $3.0M
Investment Advisory Services Group LLC 2.56% Add +7.1% 26,525 $2.9M
SageGuard Financial Group, LLC 0.45% New 26,076 $2.9M
StoneX Group Inc. 0.15% Add +98.0% 25,504 $2.8M
Mgo One Seven LLC 0.06% Add +68.4% 25,483 $2.8M
Warner Group LLC 1.84% Add +34.9% 25,376 $2.8M
Fearless Solutions, LLC dba Best Invest 1.69% Add +14.8% 25,276 $2.8M
APS Management Group, Inc. 2.35% Reduce -2.2% 24,824 $2.8M
Stegent Equity Advisors, Inc. 2.30% Add +4.5% 24,364 $2.7M
Rhodes Investment Advisors Inc. 2.32% Add +6.9% 24,277 $2.7M
Gladstone Institutional Advisory LLC 0.10% Add +159.0% 24,154 $2.7M
Smith Thornton Advisors LLC 1.33% Reduce -0.6% 23,898 $2.6M
Carlson Financial, Inc. 1.55% Add +2.6% 23,807 $2.6M
Traction Financial Partners, LLC 1.62% New 23,752 $2.6M
Viawealth, LLC 1.45% Reduce -0.6% 23,479 $2.6M
Mariner, LLC 0.00% Add +49.2% 23,380 $2.6M
Heritage Wealth Management, Inc. 1.27% Add +1.0% 23,230 $2.6M
Essex Financial Services, Inc. 0.14% Add +3.6% 22,928 $2.5M
Per Stirling Capital Management, LLC. 0.27% Reduce -3.9% 22,329 $2.5M
Gallagher Fiduciary Advisors, LLC 0.10% Reduce -8.4% 22,318 $2.5M
Creative Planning 0.00% Add +0.2% 22,182 $2.5M
CreativeOne Wealth, LLC 0.06% Add +63.5% 21,906 $2.4M
Qube Research & Technologies Ltd 0.00% New 21,245 $2.4M
Triumph Capital Management 0.48% Reduce -0.8% 21,088 $2.3M
GWN Securities Inc. 0.45% Add +3.3% 21,061 $2.3M
Benson Wealth Management INC 3.18% Add +148.7% 20,962 $2.3M
Key Client Fiduciary Advisors, LLC 0.79% Reduce -7.0% 20,796 $2.3M
Gotham Asset Management 0.01% Add +24.2% 20,683 $2.3M
RFG Advisory, LLC 0.04% Reduce -46.7% 20,675 $2.3M
RiverTree Advisors, LLC 1.43% Add +8.0% 20,433 $2.3M
Integrity Alliance, Llc. 0.08% Add +7.9% 19,434 $2.2M
Symphony Financial, Ltd. Co. 0.28% Reduce -0.7% 19,815 $2.1M
DAVENPORT & Co LLC 0.01% Add +380.4% 19,293 $2.1M
Tempus Wealth Planning, LLC 0.48% Add +51.0% 19,031 $2.1M
Creekside Partners 0.87% No change 19,019 $2.1M
Asset One Wealth Management LLC 0.23% Reduce -2.5% 17,054 $2.1M
Benchmark Financial, LLC 1.88% Add +20.9% 18,899 $2.1M
Hyposwiss Advisors SA 2.05% Add +5.9% 18,714 $2.1M
Park Avenue Securities LLC 0.02% Reduce -2.5% 18,633 $2.1M
Calton & Associates, Inc. 0.29% Add +57.9% 18,448 $2.0M
Snowden Capital Advisors LLC 0.05% Add +108.0% 18,320 $2.0M
PKS Advisory Services, LLC 0.47% Add +5.8% 18,224 $2.0M
World Investment Advisors 0.03% Reduce -1.6% 17,961 $2.0M
Perissos Private Wealth Management, LLC 1.71% Add +56.5% 17,783 $2.0M
Aptus Capital Advisors, LLC 0.02% Add +16.8% 17,716 $2.0M
Insight Wealth Partners, LLC 0.78% Add +8.6% 17,529 $1.9M
Cambridge Advisors Inc. 0.37% Add +13.0% 17,116 $1.9M
Harvest Investment Services, LLC 0.35% Add +8.9% 17,113 $1.9M
Intrua Financial, LLC 0.20% Reduce -5.8% 16,929 $1.9M
Summit Financial, LLC 0.02% Add +54.8% 16,822 $1.9M
Arax Advisory Partners 0.05% Reduce -3.4% 16,761 $1.9M
Inscription Capital, LLC 0.19% Add +17.9% 16,205 $1.8M
Citizens Financial Group Inc. 0.02% New 15,888 $1.8M
Moors & Cabot, Inc. 0.07% Add +121.8% 15,758 $1.7M
Barnes Pettey Financial Advisors, LLC 0.75% Add +66.0% 15,468 $1.7M
Brown Advisory Inc. 0.00% Reduce -1.8% 15,439 $1.7M
Liberty Wealth Management LLC 0.21% Reduce -10.5% 15,017 $1.7M
Stonebridge Financial Planning Group, LLC 0.60% Add +3.3% 14,842 $1.6M
Beacon Pointe Advisors, LLC 0.01% New 14,828 $1.6M
Boyce & Associates Wealth Consulting, Inc. 1.24% Add +69.7% 14,752 $1.6M
Allworth Financial LP 0.01% Reduce -4.4% 14,543 $1.6M
HighPoint Advisor Group LLC 0.07% Add +22.0% 14,537 $1.6M
Total Clarity Wealth Management, Inc. 0.38% Reduce -1.4% 14,531 $1.6M
Fig Financial Advisory Services Inc. 1.00% Reduce -38.0% 14,475 $1.6M
Peddock Capital Advisors, LLC 0.35% Add +3.1% 14,327 $1.6M
Hanover Advisors Inc. 0.64% Add +8.7% 14,218 $1.6M
EP Wealth Advisors, LLC 0.01% Reduce -15.5% 14,150 $1.6M
Ignite Planners, LLC 0.24% Add +9.3% 13,878 $1.6M
Guerra Pan Advisors, LLC 0.95% Add +2.5% 13,879 $1.5M
Belpointe Asset Management LLC 0.06% Add +33.1% 13,864 $1.5M
B. Riley Wealth Advisors, Inc. 0.10% Add +9.0% 14,151 $1.5M
Kintra Wealth, LLC 0.11% Add +24.4% 13,493 $1.5M
Waverly Advisors, LLC 0.01% Add +56.2% 13,247 $1.5M
Well Done, LLC 0.21% No change 13,174 $1.5M
Eldridge Investment Advisors, Inc. 0.32% Reduce -21.9% 13,143 $1.5M
Nations Financial Group Inc, /Ia/ 0.07% Add +32.4% 12,920 $1.4M
Centaurus Financial, Inc. 0.07% Add +67.8% 12,634 $1.4M
U.S. Capital Wealth Advisors, LLC 0.03% Add +133.1% 12,292 $1.4M
Renaissance Technologies 0.00% Add +2.5% 12,200 $1.4M
Kovack Advisors, Inc. 0.07% Add +184.5% 10,529 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -9.4% 11,925 $1.3M
Geneos Wealth Management Inc. 0.03% Add +7.1% 11,656 $1.3M
Capital Analysts, LLC 0.03% Add +41.1% 11,640 $1.3M
AQR Capital Management 0.00% Reduce -3.1% 11,619 $1.3M
Sequent Planning LLC 0.31% Add +4.4% 11,483 $1.3M
Owen LaRue, LLC 0.49% Add +333.9% 11,432 $1.3M
TRUE Private Wealth Advisors 0.12% New 11,421 $1.3M
Wealth Watch Advisors, INC 0.53% Reduce -21.9% 11,403 $1.3M
Mirador Capital Partners LP 0.18% Add +15.6% 11,319 $1.3M
Sound View Wealth Advisors Group, LLC 0.08% Add +11.7% 11,263 $1.2M
Bearing Point Capital, LLC 0.19% Add +13.4% 11,126 $1.2M
Accel Wealth Management 0.32% Reduce -1.3% 11,002 $1.2M
Signature Equity Partners, LLC 0.65% Add +32.6% 10,953 $1.2M
Bleakley Financial Group, LLC 0.02% Reduce -14.3% 10,541 $1.2M
Sowell Financial Services LLC 0.04% Reduce -4.0% 10,270 $1.1M
Global View Capital Management LLC 0.30% Add +11.2% 10,068 $1.1M
Quad-Cities Investment Group, LLC 0.44% Add +7.5% 10,062 $1.1M
TCFG Wealth Management, LLC 0.42% Reduce -0.9% 9,979 $1.1M
TCFG Investment Advisors, LLC 0.42% — 9,979 $1.1M
Titleist Asset Management, LLC 0.08% Add +2.5% 9,968 $1.1M
Strategic Financial Concepts, LLC 0.27% Add +71.8% 9,968 $1.1M
Legacy Wealth Managment, LLC 0.55% Reduce -8.1% 9,929 $1.1M
AssuredPartners Investment Advisors, LLC 0.12% Reduce -66.4% 9,668 $1.1M
Flagstar Securities, Inc. 0.40% Add +221.6% 9,891 $1.1M
TrueWealth Advisors, LLC 0.28% Add +5.8% 9,891 $1.1M
Level Four Advisory Services, LLC 0.04% Add +17.2% 9,827 $1.1M
Kingsview Wealth Management, LLC 0.01% Add +17.8% 9,798 $1.1M
Richmond Investment Services, LLC 0.18% Add +7.8% 9,787 $1.1M
Signal Advisors Wealth, LLC 0.07% Add +177.9% 9,551 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +7.6% 9,470 $1.0M
Guardian Capital, LLC 1.00% Add +8.2% 9,435 $1.0M
Continuum Advisory, LLC 0.10% Add +32.5% 9,419 $1.0M
Robertson Stephens Wealth Management, LLC 0.03% Add +8.2% 9,341 $1.0M
Trueblood Wealth Management, LLC 0.40% Add +1.3% 9,327 $1.0M
Goldman Sachs Group Inc. 0.00% New 9,175 $1.0M
Afg Fiduciary Services Limited Partnership 0.60% Reduce -0.1% 8,923 $1.0M
Stratos Wealth Advisors, LLC 0.06% Reduce -20.3% 8,994 $996K
NewEdge Wealth, LLC 0.01% Reduce -0.9% 8,957 $992K
Altus Wealth Group LLC 0.40% Add +1.0% 8,884 $984K
Sierra Capital LLC 0.10% No change 8,685 $962K
Plan Group Financial, LLC 0.22% Add +160.6% 8,600 $953K
Curran Financial Partners, LLC 0.17% Add +12.6% 8,504 $942K
Trust Co. of Toledo NA 0.09% Add +2.4% 8,345 $924K
National Bank of Canada 0.00% Add +29.6% 7,989 $885K
Independent Wealth Network Inc. 0.26% Add +27.9% 7,918 $877K
FMR LLC 0.00% Add +30.5% 7,917 $877K
Visionary Wealth Advisors 0.04% Add +15.0% 7,866 $871K
Byrne Financial Freedom, LLC 0.42% Reduce -6.1% 7,836 $868K
Capital Investment Advisory Services, LLC 0.06% Add +69.9% 7,683 $851K
Cambria Investment Management, L.P. 0.05% Reduce -7.0% 7,567 $838K
Empowered Funds, LLC 0.01% Reduce -7.0% 7,567 $838K
Capital Wealth Alliance, LLC 0.38% Reduce -0.4% 7,543 $836K
Lido Advisors, LLC 0.00% Reduce -0.9% 7,439 $824K
Crusonia Wealth Advisors LLC 0.17% Add +2.4% 7,401 $820K
FSB Premier Wealth Management, Inc. 0.26% Add +82.7% 7,400 $820K
Farther Finance Advisors, LLC 0.01% Add +45.4% 7,175 $812K
CoreCap Advisors, LLC 0.03% Add +10.3% 7,332 $812K
Envision Financial Transparency, LLC 0.77% — 7,182 $796K
Grantvest Financial Group LLC 0.51% Add +22.0% 7,167 $794K
Savvy Advisors, Inc. 0.02% Add +132.2% 7,137 $791K
Aurora Private Wealth, Inc. 0.55% Reduce -48.2% 7,891 $776K
Tudor Investment Corporation 0.00% New 6,947 $770K
Wagner Wealth Management, Corp 0.68% Add +19.8% 6,867 $761K
Founders Financial Securities LLC 0.04% Add +10.4% 6,253 $754K
Redhawk Wealth Advisors, Inc. 0.08% Reduce -4.2% 6,681 $740K
Regal Investment Advisors LLC 0.04% Add +11.7% 6,657 $738K
Insigneo Advisory Services, LLC 0.05% Add +160.9% 6,567 $728K
Waterfront Wealth Inc. 0.13% Add +3.7% 6,512 $721K
Parallel Advisors, LLC 0.01% Reduce -2.8% 6,487 $719K
Cascade Investment Group, Inc. 0.46% Add +3.9% 6,292 $697K
Willner & Heller, LLC 0.52% Add +3.6% 6,245 $692K
Sandbox Financial Partners, LLC 0.19% New 6,244 $692K
Purus Wealth Management, LLC 0.22% New 6,231 $690K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -22.7% 6,138 $680K
Neuberger Berman Group LLC 0.00% Add +9.1% 6,073 $673K
Csenge Advisory Group 0.03% Add +1.0% 6,065 $672K
Hourglass Capital, LLC 0.14% New 6,000 $665K
Orion Porfolio Solutions, LLC 0.01% Add +69.6% 5,956 $660K
Summit Wealth Group LLC / Co. 0.07% Add +21.0% 5,952 $659K
IFP Advisors, Inc 0.01% Add +7.8% 5,857 $649K
Concentrum Wealth Management 0.19% Add +30.4% 5,854 $648K
QRG Capital Management, Inc. 0.01% Add +150.2% 5,849 $648K
Financial Futures Ltd Liability Co. 0.28% New 5,779 $640K
McKinney Capital Management, LLC 0.55% — 5,777 $640K
Fiduciary Trust Co 0.01% Reduce -8.8% 5,571 $617K
Cornerstone Wealth, LLC 0.35% — 4,993 $617K
Creative Financial Designs Inc. 0.04% Reduce -22.6% 5,514 $611K
Pinnacle Financial Partners, Inc. 0.00% New 5,464 $605K
Pacific Sun Financial Corp 0.29% Add +21.8% 5,420 $600K
O'shaughnessy Asset Management, LLC 0.00% Add +59.1% 5,391 $597K
Lanark Financial, Inc. 0.04% Reduce -3.0% 5,295 $587K
Chicago Partners Investment Group LLC 0.01% Add +15.7% 4,685 $581K
Quantum Private Wealth, LLC 0.18% Add +0.6% 5,166 $572K
Simplicity Wealth,LLC 0.03% New 5,083 $563K
Kestra Investment Management, LLC 0.01% Add +77.3% 5,063 $561K
Nova Wealth Management, Inc. 0.36% Add +54.2% 4,967 $550K
Insight Advisors, LLC/ PA 0.10% New 4,897 $543K
Comprehensive Financial Consultants Institutional, Inc. 0.16% Add +1.1% 4,839 $536K
Archford Capital Strategies, LLC 0.06% Reduce -15.6% 4,834 $536K
Investor's Fiduciary Advisor Network, LLC 0.16% No change 4,714 $522K
Darden Wealth Group Inc 0.26% Reduce -2.1% 4,601 $510K
Blackhawk Capital Partners, LLC 0.19% New 4,586 $508K
OneDigital Investment Advisors LLC 0.00% Reduce -15.7% 4,529 $502K
Condor Capital Management 0.04% Add +1.1% 4,470 $495K
Innovative Asset Advisors Group, LLC 0.28% — 4,376 $485K
Spruce Point Capital Management, LLC 0.64% No change 4,347 $482K
Private Trust Co. NA 0.04% Add +7.1% 4,331 $480K
Vontobel Holding Ltd. 0.00% No change 4,300 $476K
Uptick Partners, LLC 0.09% Add +25.3% 4,249 $471K
Betterment LLC 0.00% Reduce -13.9% 4,120 $456K
WealthTrust Asset Management, LLC 0.27% Add +25.7% 4,100 $454K
Compound Planning, Inc. 0.01% Add +27.5% 4,070 $451K
Hilltop Holdings Inc. 0.04% Reduce -6.4% 4,035 $447K
Brookstone Capital Management 0.01% Add +65.2% 4,028 $446K
Second Line Capital, LLC 0.08% No change 3,516 $446K
Cedrus Wealth Group LLC 0.49% Reduce -0.8% 3,982 $441K
Stirlingshire Investments, Inc. 0.38% Add +35.3% 3,962 $439K
Nomura Asset Management Co. Ltd. 0.00% No change 3,827 $424K
Cardinal Point Capital Management ULC 0.03% New 3,770 $418K
Revisor Wealth Management LLC 0.11% Add +92.8% 3,710 $411K
Prime Capital Investment Advisors, LLC 0.00% Reduce -3.3% 3,639 $403K
Auxano Advisors, LLC 0.08% New 3,593 $398K
Exit Wealth Advisors, LLC. 0.20% Add +11.4% 3,588 $397K
Captrust Financial Advisors 0.00% Reduce -3.3% 3,523 $390K
Evolution Wealth Management Inc. 0.28% Add +0.4% 3,462 $384K
KKM Financial LLC 0.07% No change 3,882 $382K
Capital Advisors, Ltd. LLC 0.04% No change 3,375 $374K
Barnes Wealth Management Group, Inc 0.19% Add +6.6% 3,353 $371K
Golden State Wealth Management, LLC 0.04% Add +0.2% 3,316 $367K
PNC Financial Services Group, Inc. 0.00% Add +17.8% 3,316 $367K
Savior LLC 1.27% Add +24.1% 3,213 $356K
Pioneer Family Office, LLC 0.25% Reduce -97.7% 3,190 $353K
Westco Advisory Services Inc. 0.23% No change 3,188 $353K
Tsfg, LLC 0.05% Add +3.4% 3,135 $347K
Silver Grove Financial Group, Inc. 0.28% Add +6.9% 3,116 $345K
Pacific Excel Wealth Advisors, Inc. 0.35% Add +46.7% 3,037 $336K
Corient Private Wealth LP 0.00% Reduce -1.0% 3,268 $332K
Rothschild Investment LLC 0.02% Add +486.5% 2,991 $331K
Medallion Wealth Advisors, LLC 0.10% New 2,903 $322K
First Trust Advisors LP 0.00% Reduce -25.2% 2,901 $321K
Strategic Blueprint, LLC 0.02% New 2,760 $306K
Lincoln Capital LLC 0.06% No change 2,747 $304K
Gilpin Wealth Management, LLC 0.23% Add +9.3% 2,653 $294K
Procyon Advisors, LLC 0.01% Add +6.2% 2,652 $294K
Summit Investment Advisory Services, LLC 0.11% Add +8.1% 2,605 $289K
Private Advisory Group LLC 0.02% Reduce -6.7% 2,592 $287K
Tobias Financial Advisors, Inc. 0.04% No change 2,536 $281K
Cresset Asset Management, LLC 0.00% Add +16.1% 2,522 $279K
Cary Street Partners Financial LLC 0.01% New 2,500 $277K
Mercer Global Advisors Inc. 0.00% New 2,391 $265K
Brown Brothers Harriman & Co. 0.00% No change 2,373 $263K
Simon Quick Advisors, LLC 0.01% New 2,357 $261K
CPR Investments Inc. 0.17% New 2,347 $260K
Avidian Wealth Enterprises, LLC 0.01% New 2,333 $258K
Register Financial Advisors LLC 0.09% Add +2.8% 2,317 $257K
Southland Equity Partners LLC 0.05% No change 2,283 $253K
Meridian Wealth Partners, LLC 0.03% New 2,280 $253K
Narus Financial Partners, LLC 0.06% Reduce -30.8% 2,231 $247K
SteelPeak Wealth, LLC 0.01% Reduce -49.9% 2,207 $245K
Flynn Zito Capital Management, LLC 0.08% No change 2,205 $244K
Cozad Asset Management Inc. 0.02% Add +4.6% 2,189 $242K
Koshinski Asset Management, Inc. 0.02% Add +3.9% 2,186 $242K
Garde Capital, Inc. 0.01% New 2,168 $240K
BOS Asset Management, LLC 0.06% New 2,164 $240K
J. Safra Sarasin Holding AG 0.00% New 2,131 $236K
Belvedere Trading LLC 0.03% New 2,100 $233K
Impact Partnership Wealth, LLC 0.03% New 2,096 $232K
Patron Partners, LLC 0.10% Reduce -9.0% 2,011 $223K
Herbst Group, LLC 0.14% New 2,000 $222K
Lee Financial Co 0.03% New 2,000 $222K
Zacks Investment Management 0.00% New 2,000 $222K
Keel Point, LLC 0.01% New 1,987 $220K
World Equity Group, Inc. 0.06% Reduce -20.8% 1,971 $218K
BlackRock, Inc. 0.00% Add +218.5% 1,927 $213K
Huntleigh Advisors, Inc. 0.04% New 1,925 $213K
Balboa Wealth Partners 0.03% Reduce -21.1% 1,856 $206K
Stratos Investment Management, LLC 0.01% New 1,844 $204K
Manchester Capital Management LLC 0.03% Add +41.0% 1,678 $186K
Wolff Wiese Magana LLC 0.10% Add +39.6% 1,649 $183K
Bank of Montreal 0.00% Add +21.0% 1,588 $176K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +935.6% 1,512 $167K
Petix & Botte Co 0.06% New 1,299 $144K
Founders Financial Alliance, LLC 0.03% Add +901.6% 1,252 $139K
Ameriflex Group, Inc. 0.07% Add +161.4% 1,179 $131K
Twin Peaks Wealth Advisors, LLC 0.03% New 1,112 $123K
REAP Financial Group, LLC 0.02% No change 1,109 $123K
Archer Investment Corp 0.03% Reduce -35.3% 1,100 $122K
Jones Financial Companies LLLP 0.00% Add +11488.9% 1,043 $114K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Reduce -2.0% 987 $109K
Clark Wealth Partners 0.07% Add +18.6% 967 $107K
Sound Income Strategies, LLC 0.01% Add +10.8% 927 $105K
Clearstead Advisors, LLC 0.00% Reduce -9.4% 800 $89K
Ankerstar Wealth, LLC 0.09% Add +10.3% 784 $87K
Caldwell Trust Co 0.01% No change 700 $78K
Morse Asset Management, Inc 0.02% Reduce -5.0% 698 $77K
Financial Network Wealth Advisors LLC 0.08% Add +11.3% 692 $77K
Realta Investment Advisors 0.03% New 655 $73K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 645 $71K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -14.9% 583 $65K
Hazlett, Burt & Watson, Inc. 0.02% No change 510 $57K
North Star Investment Management Corp. 0.00% No change 509 $56K
IFG Advisory, LLC 0.16% Reduce -95.9% 495 $55K
Truvestments Capital LLC 0.01% Add +56.2% 492 $55K
Steigerwald, Gordon & Koch Inc. 0.01% Add +105.7% 469 $52K
TD Capital Management LLC 0.00% No change 444 $49K
Smartleaf Asset Management LLC 0.00% Reduce -19.7% 437 $46K
Bravera Wealth 0.02% Add +92.5% 385 $43K
Torren Management, LLC 0.02% New 384 $43K
Cherry Tree Wealth Management, LLC 0.01% No change 345 $38K
Armstrong Advisory Group, Inc. 0.00% No change 337 $37K
Fourth Dimension Wealth, LLC 0.01% No change 330 $37K
Edmond DE Rothschild Holding S.A. 0.00% New 310 $34K
Pinnacle Bancorp, Inc. 0.01% Reduce -29.4% 309 $34K
GAMMA Investing LLC 0.00% No change 288 $32K
Sankala Group LLC 0.02% No change 256 $28K
Meramec Financial Planners, LLC 0.01% No change 219 $27K
Beacon Investment Advisory Services, Inc. 0.00% New 231 $26K
Field & Main Bank 0.01% No change 229 $25K
Larson Financial Group LLC 0.00% Add +0.5% 223 $25K
Wellington-Altus USA Inc. 0.01% Add +48.3% 175 $23K
GoalVest Advisory LLC 0.00% Reduce -89.4% 189 $21K
Russell Investments Group, Ltd. 0.00% Add +1033.3% 170 $19K
EverSource Wealth Advisors, LLC 0.00% No change 147 $16K
Raffa Wealth Management, LLC 0.00% New 143 $16K
SBI Securities Co., Ltd. 0.00% Add +45.8% 140 $16K
Colonial Trust Co / SC 0.00% Add +283.9% 119 $13K
Simplex Trading, LLC 0.00% New 117 $13K
CBIZ Investment Advisory Services, LLC 0.00% No change 103 $11K
Mb, Levis & Associates, LLC 0.00% Reduce -36.8% 103 $11K
Holos Integrated Wealth LLC 0.01% New 100 $11K
Barrett & Company, Inc. 0.00% No change 101 $11K
10Elms LLP 0.01% New 100 $11K
Lodestone Wealth Management LLC 0.00% No change 98 $11K
Atlantic Union Bankshares Corp 0.00% New 92 $10K
Mosley Wealth Management 0.00% New 100 $10K
Wiser Advisor Group LLC 0.01% No change 70 $8K
Decker Retirement Planning Inc. 0.00% New 67 $7K
Davis Capital Management 0.00% No change 56 $6K
Hollencrest Capital Management 0.00% New 52 $6K
Synergy Investment Management, LLC 0.00% New 50 $6K
Clear Investment Research, LLC 0.01% New 46 $5K
Covestor Ltd 0.00% No change 46 $5K
Financial Consulate, Inc. 0.00% New 44 $5K
Merkkuri Wealth Advisors LLC 0.00% New 41 $5K
First Command Advisory Services, Inc. 0.00% New 34 $4K
Fortitude Family Office, LLC 0.00% Reduce -90.1% 22 $2K
Financial Gravity Asset Management, Inc. 0.00% Reduce -96.9% 9 $997
MCF Advisors LLC 0.00% No change 3 $333

"% 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.