First Trust Rba American IndAIRRETF
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $95.8M |
| Exits | 20 | $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.