First Trust Rba American IndAIRRETF
13F holders, Q2 2026 (June 30)569holders +67
82new positions
17sold out
5famous investors
$133.15avg. 13F price*
At the end of Q2 2026, 569 institutions reported holding First Trust Rba American Ind (AIRR) in their 13F filings, up 67 from Q1 2026. 82 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($882.5M) and LPL Financial LLC ($810.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Rba American Ind
- CUSIP
- 33738R704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $249.0M |
| Exits | 17 | $28.0M |
All 13F filers, Q1 2026 → Q2 2026: 8,747,630 shares bought and 973,717 shares sold, net +7,773,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 569 holders
| Bank of America Corp. | 0.09% | Add +7.8% | 10,426,985 | $1.4B |
| Morgan Stanley | 0.05% | Add +12.2% | 6,622,518 | $882.5M |
| LPL Financial LLC | 0.18% | Add +17.8% | 6,080,121 | $810.2M |
| Raymond James Financial Inc. | 0.10% | Add +8.7% | 2,844,303 | $379.0M |
| Wells Fargo & Company | 0.06% | Add +16.9% | 2,679,410 | $357.0M |
| UBS Group AG | 0.05% | Add +1.5% | 2,379,873 | $317.1M |
| Royal Bank of Canada | 0.03% | Add +3.9% | 1,486,312 | $198.1M |
| Menora Mivtachim Holdings LTD. | 0.70% | New | 1,350,500 | $180.0M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Add +5.3% | 1,154,779 | $153.9M |
| Osaic Holdings, Inc. | 0.17% | Add +27.8% | 1,116,658 | $148.8M |
| Cetera Investment Advisers | 0.11% | Add +15.9% | 889,881 | $118.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +4.1% | 816,728 | $108.8M |
| Commonwealth Equity Services, LLC | 0.13% | Add +21.6% | 756,258 | $100.8M |
| Kestra Advisory Services, LLC | 0.25% | Reduce -2.3% | 585,644 | $78.0M |
| Stifel Financial Corp. | 0.06% | Add +20.2% | 550,874 | $73.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.7% | 510,524 | $68.0M |
| Parcion Private Wealth LLC | 3.70% | Reduce -3.2% | 499,778 | $66.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.0% | 442,987 | $59.0M |
| Ameriprise Financial Inc. | 0.01% | Add +65.3% | 427,150 | $56.9M |
| MML Investors Services, LLC | 0.09% | Add +20.8% | 343,640 | $45.8M |
| Proficio Capital Partners LLC | 1.60% | Add +52.1% | 333,906 | $44.5M |
| Rockefeller Capital Management L.P. | 0.07% | Add +8.0% | 318,869 | $42.5M |
| Harbour Investments, Inc. | 0.54% | Add +13.9% | 301,864 | $40.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +104.3% | 286,000 | $38.1M |
| Equitable Holdings, Inc. | 0.21% | Add +8.3% | 268,920 | $35.8M |
| Janney Montgomery Scott LLC | 0.07% | Add +11.6% | 263,029 | $35.0M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -7.3% | 257,146 | $34.3M |
| NewEdge Advisors, LLC | 0.10% | Add +22.1% | 255,007 | $34.0M |
| FIL Ltd | 0.02% | Add +89.4% | 250,947 | $33.4M |
| BNP Paribas Financial Markets | 0.02% | Reduce -50.0% | 250,356 | $33.4M |
| Comprehensive Wealth Management, LLC | 14.96% | Add +9.1% | 245,734 | $32.7M |
| JPMorgan Chase & Co. | 0.00% | Add +14.3% | 247,170 | $32.5M |
| Next Level Private LLC | 6.12% | Add +5.2% | 234,279 | $31.2M |
| Private Advisor Group, LLC | 0.14% | Reduce -11.1% | 223,243 | $29.7M |
| Sage Private Wealth Group, LLC | 12.37% | Add +4.7% | 206,553 | $27.5M |
| Truist Financial Corp. | 0.03% | Add +4.2% | 192,461 | $25.6M |
| TRUE Private Wealth Advisors | 2.18% | Add +1557.1% | 189,260 | $25.2M |
| Great Valley Advisor Group, Inc. | 0.40% | Add +5.0% | 188,078 | $25.1M |
| Oppenheimer & Co. Inc. | 0.26% | Add +14.6% | 180,118 | $24.0M |
| Arkadios Wealth Advisors | 0.36% | Add +73.4% | 177,746 | $23.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.97% | No change | 177,688 | $23.7M |
| Presidio Capital Management, LLC | 5.82% | Add +17.9% | 174,591 | $23.3M |
| Gateway Wealth Partners, LLC | 1.28% | Add +500.4% | 159,922 | $21.3M |
| Creative Financial Designs Inc. | 1.01% | Add +2791.0% | 159,408 | $21.2M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +20.1% | 150,473 | $20.1M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +13.0% | 147,885 | $19.7M |
| Pictet North America Advisors SA | 1.72% | Reduce -6.1% | 146,319 | $19.5M |
| Foundations Investment Advisors, LLC | 0.20% | Add +18.3% | 145,468 | $19.4M |
| Citigroup Inc. | 0.01% | Add +22.7% | 138,497 | $18.5M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +45.8% | 134,943 | $18.0M |
| Frederick Financial Consultants, LLC | 7.22% | Reduce -4.6% | 127,802 | $17.0M |
| Parkside Investments, LLC | 1.75% | Reduce -4.7% | 118,742 | $15.8M |
| Advisory Services Network, LLC | 0.17% | Add +20.1% | 112,011 | $14.9M |
| Wealth Watch Advisors, INC | 4.83% | Add +877.4% | 111,447 | $14.9M |
| Precedent Wealth Partners, LLC | 2.47% | Add +12.3% | 111,326 | $14.8M |
| HBW Advisory Services LLC | 1.33% | Add +25.5% | 110,606 | $14.7M |
| Riggs Asset Managment Co. Inc. | 2.58% | Reduce -0.7% | 108,427 | $14.4M |
| Prospera Financial Services Inc | 0.20% | Add +17.5% | 103,952 | $13.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +373.1% | 100,505 | $13.4M |
| Fourpath Capital Management, LLC | 1.76% | Add +87.1% | 100,089 | $13.3M |
| Crumly & Associates Inc. | 2.55% | Add +2.8% | 99,934 | $13.3M |
| RIA Advisory Group LLC | 2.82% | New | 95,263 | $12.7M |
| Symphony Financial Services, Inc. | 5.55% | Add +1.8% | 92,672 | $12.3M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1.61% | No change | 92,000 | $12.3M |
| Integrated Wealth Concepts LLC | 0.08% | Add +141.3% | 90,964 | $12.1M |
| Merit Financial Group, LLC | 0.07% | Add +11.4% | 89,936 | $12.0M |
| N.E.W. Advisory Services LLC | 0.80% | Add +3.6% | 89,828 | $12.0M |
| US Bancorp \de | 0.01% | Add +0.9% | 89,676 | $12.0M |
| Atlas Wealth LLC | 1.93% | Reduce -8.2% | 89,657 | $11.9M |
| Redstone Wealth Management, LLC | 7.77% | Add +2.9% | 89,380 | $11.9M |
| Thryve Wealth Management LLC | 6.65% | Add +5.0% | 89,308 | $11.9M |
| Rockport Wealth LLC | 1.93% | Reduce -6.8% | 86,026 | $11.5M |
| Schorn Wealth LLC | 2.98% | Add +0.8% | 85,495 | $11.4M |
| Valley Wealth Managers, Inc. | 0.65% | Reduce -10.5% | 84,896 | $11.3M |
| Fagan Associates, Inc. | 1.38% | Add +8.7% | 84,326 | $11.2M |
| Beaumont Financial Advisors, LLC | 0.69% | New | 81,672 | $10.9M |
| Daymark Wealth Partners, LLC | 0.26% | Add +2.5% | 81,197 | $10.8M |
| Purewater Capital LLC | 7.81% | Add +62.9% | 81,151 | $10.8M |
| Hobart Private Capital, LLC | 1.83% | Add +2.6% | 79,942 | $10.7M |
| WPG Advisers, LLC | 6.05% | Add +16.6% | 77,228 | $10.3M |
| TradeWell Securities, LLC. | 3.64% | Add +8.8% | 76,538 | $10.2M |
| PTM Wealth Management, LLC | 4.50% | Add +5.5% | 82,567 | $10.0M |
| Prudential PLC | 0.07% | Reduce -19.0% | 74,857 | $10.0M |
| Investors Portfolio Services LLC | 7.59% | Add +8.3% | 74,630 | $9.9M |
| Warner Group LLC | 2.41% | Add +189.7% | 73,502 | $9.8M |
| &partners | 0.04% | Add +17.6% | 72,738 | $9.7M |
| Flagship Harbor Advisors, LLC | 0.37% | Add +14.4% | 72,447 | $9.7M |
| Independent Financial Group, LLC | 0.18% | Add +1.9% | 70,891 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +42.6% | 75,832 | $9.4M |
| Southern Capital Services Inc. | 5.25% | Reduce -0.7% | 70,214 | $9.4M |
| Proactive Wealth Strategies LLC | 1.49% | Add +0.6% | 69,651 | $9.3M |
| Elmwood Wealth Management, Inc. | 2.27% | Add +0.2% | 68,155 | $9.1M |
| Sigma Planning Corp | 0.23% | Add +17.6% | 67,384 | $9.0M |
| AlphaCore Capital LLC | 0.16% | Reduce -6.4% | 66,862 | $8.9M |
| Fischer Investment Strategies, LLC | 4.20% | Add +6.1% | 66,045 | $8.8M |
| Meitav Investment House Ltd. | 0.06% | No change | 64,450 | $8.6M |
| Prosperity Financial Group, Inc. | 2.66% | Add +40.9% | 64,320 | $8.6M |
| Smith, Moore & Co. | 0.55% | Add +7.6% | 63,550 | $8.5M |
| Tidemark, LLC | 1.90% | Add +11.2% | 63,294 | $8.4M |
| Clear Creek Financial Management, LLC | 0.54% | Reduce -18.6% | 62,725 | $8.4M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.02% | No change | 61,712 | $8.2M |
| Ameritas Advisory Services, LLC | 0.17% | Add +55.7% | 61,610 | $8.2M |
| Guided Capital Wealth Management, LLC | 4.79% | Add +0.0% | 61,417 | $8.2M |
| Western Wealth Management, LLC | 0.26% | Add +8.8% | 60,506 | $8.1M |
| Nwam LLC | 0.40% | Add +27.4% | 60,032 | $8.0M |
| Rehmann Capital Advisory Group | 0.36% | Add +7.0% | 59,059 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +45.2% | 58,793 | $7.8M |
| PCG Wealth Advisors, LLC | 1.74% | Add +4.5% | 58,678 | $7.8M |
| Quadcap Wealth Management, LLC | 0.76% | Add +3.3% | 58,189 | $7.8M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -9.4% | 57,975 | $7.7M |
| Richmond Investment Services, LLC | 2.43% | Add +489.0% | 57,648 | $7.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Reduce -7.9% | 57,037 | $7.6M |
| Spire Wealth Management | 0.23% | Add +17.2% | 56,966 | $7.6M |
| Cascade Financial Partners, LLC | 0.65% | Add +1.9% | 56,594 | $7.5M |
| Per Stirling Capital Management, LLC. | 0.71% | Add +150.4% | 55,921 | $7.5M |
| Stephens Inc. | 0.08% | Add +12.4% | 55,120 | $7.3M |
| Pecaut & Co. | 2.23% | Reduce -0.2% | 54,856 | $7.3M |
| IHT Wealth Management, LLC | 0.16% | Reduce -0.1% | 54,738 | $7.3M |
| Benson Wealth Management INC | 7.32% | Add +160.5% | 54,608 | $7.3M |
| Cooper Investors PTY Ltd. | 3.32% | Reduce -2.1% | 54,269 | $7.2M |
| Macro Advisors, Inc. | 2.25% | Add +8.0% | 52,953 | $7.1M |
| Gaddis Premier Wealth Advisors LLC | 4.26% | Add +6.3% | 52,460 | $7.0M |
| WealthBridge Capital Management, LLC | 1.38% | Add +14.1% | 51,937 | $6.9M |
| tru Independence LLC | 3.02% | Add +0.1% | 51,864 | $6.9M |
| Portfolio Strategies, Inc. | 0.68% | Add +13.8% | 51,849 | $6.9M |
| ABLE Financial Group, LLC | 1.15% | Add +6.8% | 51,409 | $6.9M |
| SageGuard Financial Group, LLC | 0.96% | Add +96.6% | 51,272 | $6.8M |
| Bearing Point Capital, LLC | 0.92% | Add +359.6% | 51,131 | $6.8M |
| Thoroughbred Financial Services, LLC | 0.32% | Add +5.7% | 50,598 | $6.7M |
| Perissos Private Wealth Management, LLC | 4.47% | Add +179.2% | 49,654 | $6.6M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +8.8% | 48,283 | $6.4M |
| Dakota Wealth Management | 0.12% | Reduce -12.4% | 48,207 | $6.4M |
| Concorde Asset Management, LLC | 3.66% | Add +17.4% | 47,451 | $6.3M |
| Mutual Advisors, LLC | 0.12% | Add +14.4% | 47,272 | $6.3M |
| International Assets Investment Management, LLC | 0.37% | Add +25.5% | 47,749 | $6.2M |
| Principal Securities, Inc. | 0.07% | Reduce -5.5% | 45,302 | $6.0M |
| Wedbush Securities Inc. | 0.15% | Add +5.0% | 44,813 | $6.0M |
| Arax Advisory Partners | 0.04% | Add +161.4% | 43,818 | $5.8M |
| Arq Wealth Advisors, LLC | 0.71% | Add +27.7% | 46,640 | $5.8M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -0.1% | 42,975 | $5.7M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +14.8% | 42,947 | $5.7M |
| Focus Financial Network, Inc. | 0.18% | Reduce -9.2% | 42,647 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +17.9% | 42,407 | $5.7M |
| Park National Corp. | 0.16% | Add +31.6% | 41,987 | $5.6M |
| MAI Capital Management | 0.02% | Add +22.4% | 41,730 | $5.6M |
| MRA Advisory Group | 2.00% | Reduce -3.6% | 41,421 | $5.5M |
| Mach-1 Financial Group, LLC | 2.14% | Reduce -10.3% | 41,417 | $5.5M |
| Axxcess Wealth Management, LLC | 0.09% | Add +6.0% | 41,214 | $5.5M |
| JBR Co Financial Management Inc | 1.99% | Add +19.0% | 40,880 | $5.4M |
| Fortis Advisors, LLC | 2.55% | Reduce -2.5% | 40,880 | $5.4M |
| Genesis Private Wealth, LLC | 1.52% | Add +3.5% | 40,635 | $5.4M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -1.6% | 40,585 | $5.4M |
| Atria Investments, Inc | 0.05% | Reduce -7.6% | 40,375 | $5.4M |
| Mgo One Seven LLC | 0.09% | Add +58.0% | 40,257 | $5.4M |
| Stonebridge Financial Group, LLC | 0.74% | — | 40,091 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -17.4% | 39,264 | $5.2M |
| Arvest Investments, Inc. | 0.63% | Add +3.3% | 39,229 | $5.2M |
| Cerity Partners LLC | 0.01% | Add +14.2% | 39,002 | $5.2M |
| Silver Oak Securities, Incorporated | 0.31% | Add +45.7% | 38,826 | $5.2M |
| Marshall Investment Management, LLC | 2.12% | Add +9.3% | 38,381 | $5.1M |
| Oxford Wealth Group, LLC | 2.28% | Add +8.8% | 38,288 | $5.1M |
| Prairie Advisory, LLC | 1.21% | — | 37,828 | $5.0M |
| Susquehanna International Group, LLP | 0.00% | Add +0.6% | 36,575 | $4.9M |
| Sovran Advisors, LLC | 0.36% | Reduce -24.6% | 41,732 | $4.8M |
| D.A. Davidson & Co. | 0.03% | Add +4.0% | 36,318 | $4.8M |
| Foundry Financial Group, Inc. | 2.05% | Add +7.1% | 35,548 | $4.7M |
| Garden State Investment Advisory Services LLC | 0.92% | Reduce -4.6% | 35,265 | $4.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +20.5% | 34,924 | $4.7M |
| Hutchens & Kramer Investment Management Group, LLC | 1.24% | Add +1.2% | 34,865 | $4.6M |
| Benjamin Edwards Inc. | 0.04% | Reduce -0.7% | 34,539 | $4.6M |
| Keating Financial Advisory Services, Inc. | 0.59% | Reduce -1.1% | 33,606 | $4.5M |
| Main Street Financial Solutions, LLC | 0.28% | Add +2.6% | 33,283 | $4.4M |
| Assetmark, Inc. | 0.01% | Reduce -22.9% | 33,274 | $4.4M |
| AE Wealth Management LLC | 0.02% | Add +7.6% | 32,824 | $4.4M |
| Maltin Wealth Management, Inc. | 1.45% | Add +18.3% | 32,580 | $4.3M |
| VestGen Advisors, LLC | 0.13% | Add +3.9% | 32,192 | $4.3M |
| Banque Cantonale Vaudoise | 0.18% | Add +1.6% | 31,860 | $4.2M |
| Rooted Wealth Advisors, Inc. | 1.03% | Add +2.9% | 31,643 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +14.7% | 31,309 | $4.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | New | 31,201 | $4.1M |
| Triad Wealth Partners, LLC | 0.24% | New | 34,082 | $4.1M |
| BOS Asset Management, LLC | 0.95% | Add +1312.7% | 30,570 | $4.1M |
| Fifth Third Bancorp | 0.01% | Reduce -3.0% | 30,316 | $4.0M |
| Banque Pictet & Cie SA | 0.04% | No change | 30,000 | $4.0M |
| StoneX Group Inc. | 0.16% | Add +16.7% | 29,771 | $4.0M |
| First Heartland Consultants, Inc. | 0.25% | Add +3.3% | 28,676 | $3.8M |
| Savvy Advisors, Inc. | 0.08% | Add +300.0% | 28,549 | $3.8M |
| Investment Advisory Services Group LLC | 2.75% | Add +6.3% | 28,206 | $3.8M |
| Flputnam Investment Management Co. | 0.04% | Reduce -10.8% | 27,689 | $3.7M |
| Fearless Solutions, LLC dba Best Invest | 1.92% | Add +7.7% | 27,220 | $3.6M |
| Rhodes Investment Advisors Inc. | 2.62% | Add +10.3% | 26,777 | $3.6M |
| Maridea Wealth Management LLC | 0.38% | Reduce -8.6% | 26,549 | $3.5M |
| Puff Wealth Management, LLC | 3.60% | — | 26,506 | $3.5M |
| Traction Financial Partners, LLC | 1.87% | Add +11.1% | 26,394 | $3.5M |
| CreativeOne Wealth, LLC | 0.07% | Add +17.8% | 25,809 | $3.4M |
| Fiduciary Alliance LLC | 0.23% | New | 25,745 | $3.4M |
| Triumph Capital Management | 0.62% | Add +21.8% | 25,690 | $3.4M |
| Inscription Capital, LLC | 0.30% | Add +57.9% | 25,586 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +5.8% | 25,554 | $3.4M |
| Stegent Equity Advisors, Inc. | 2.39% | Add +2.5% | 24,984 | $3.3M |
| Lane Brothers & Co. Inc. | 2.17% | Reduce -7.3% | 24,848 | $3.3M |
| RFG Advisory, LLC | 0.05% | Add +20.0% | 24,802 | $3.3M |
| Sun Financial Inc | 1.56% | Add +16.7% | 26,974 | $3.3M |
| Carlson Financial, Inc. | 1.67% | Add +3.4% | 24,605 | $3.3M |
| Aptus Capital Advisors, LLC | 0.02% | Add +38.4% | 24,511 | $3.3M |
| Barnes Pettey Financial Advisors, LLC | 1.00% | Add +55.3% | 24,019 | $3.2M |
| Tempus Wealth Planning, LLC | 0.62% | Add +25.2% | 23,831 | $3.2M |
| Symphony Financial, Ltd. Co. | 0.35% | Add +21.1% | 24,002 | $3.2M |
| APS Management Group, Inc. | 2.42% | Reduce -4.6% | 23,675 | $3.2M |
| Great Diamond Partners, LLC | 0.53% | New | 23,338 | $3.1M |
| Essex Financial Services, Inc. | 0.15% | Add +1.5% | 23,281 | $3.1M |
| Heritage Wealth Management, Inc. | 0.77% | Add +0.0% | 23,232 | $3.1M |
| Summit Financial, LLC | 0.03% | Add +34.7% | 22,664 | $3.0M |
| Smith Thornton Advisors LLC | 1.32% | Add +3.1% | 24,631 | $3.0M |
| Moors & Cabot, Inc. | 0.11% | Add +39.1% | 21,925 | $2.9M |
| Viawealth, LLC | 1.47% | Reduce -6.7% | 21,915 | $2.9M |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Reduce -2.8% | 21,695 | $2.9M |
| Integrity Alliance, Llc. | 0.09% | Add +11.2% | 21,605 | $2.9M |
| PKS Advisory Services, LLC | 0.46% | Add +18.5% | 21,588 | $2.9M |
| Plan Group Financial, LLC | 0.58% | Add +145.6% | 21,120 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +76.2% | 21,015 | $2.8M |
| Renaissance Technologies | 0.00% | Add +67.2% | 20,400 | $2.7M |
| Signal Advisors Wealth, LLC | 0.14% | Add +110.0% | 20,060 | $2.7M |
| Insight Wealth Partners, LLC | 0.36% | Add +14.4% | 20,058 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +6.2% | 19,786 | $2.6M |
| Global Assets Advisory, LLC | 0.57% | New | 20,087 | $2.6M |
| Benchmark Financial, LLC | 2.11% | Add +3.0% | 19,474 | $2.6M |
| Aurora Private Wealth, Inc. | 1.65% | Add +146.6% | 19,458 | $2.6M |
| Insigneo Advisory Services, LLC | 0.10% | Add +194.2% | 19,321 | $2.6M |
| Cardinal Point Capital Management ULC | 0.15% | Add +410.5% | 19,245 | $2.6M |
| Creekside Partners | 0.92% | Add +0.6% | 19,129 | $2.5M |
| Key Client Fiduciary Advisors, LLC | 0.74% | Reduce -8.4% | 19,053 | $2.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +93.4% | 18,948 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | Add +3.2% | 18,901 | $2.5M |
| Hyposwiss Advisors SA | 2.36% | No change | 18,714 | $2.5M |
| Cambridge Advisors Inc. | 0.42% | Add +8.2% | 18,511 | $2.5M |
| Belpointe Asset Management LLC | 0.08% | Add +33.0% | 18,442 | $2.5M |
| RiverTree Advisors, LLC | 1.45% | Reduce -10.1% | 18,372 | $2.4M |
| Creative Planning | 0.00% | Reduce -17.2% | 18,371 | $2.4M |
| Global Retirement Partners, LLC | 0.04% | — | 18,335 | $2.4M |
| Bleakley Financial Group, LLC | 0.03% | Add +73.5% | 18,284 | $2.4M |
| Harvest Investment Services, LLC | 0.37% | Add +6.3% | 18,191 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +21.6% | 18,039 | $2.4M |
| Citizens Financial Group Inc. | 0.03% | Add +13.4% | 18,024 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -7.0% | 17,944 | $2.4M |
| Financial Futures Ltd Liability Co. | 0.90% | Add +205.8% | 17,673 | $2.4M |
| Intrua Financial, LLC | 0.22% | Add +2.1% | 17,282 | $2.3M |
| Centaurus Financial, Inc. | 0.09% | Add +33.7% | 16,889 | $2.3M |
| GWN Securities Inc. | 0.37% | Reduce -20.1% | 16,823 | $2.2M |
| WESPAC Advisors SoCal, LLC | 0.40% | New | 16,731 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -28.9% | 16,635 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -84.1% | 16,528 | $2.2M |
| Sound View Wealth Advisors Group, LLC | 0.13% | Add +44.1% | 16,227 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 0.68% | Add +8.1% | 16,038 | $2.1M |
| Brown Advisory Inc. | 0.00% | Add +3.6% | 16,000 | $2.1M |
| Fiduciary Financial Advisors | 0.22% | New | 15,921 | $2.1M |
| HighPoint Advisor Group LLC | 0.07% | Add +8.8% | 15,810 | $2.1M |
| Calton & Associates, Inc. | 0.31% | Reduce -14.6% | 15,751 | $2.1M |
| Accel Wealth Management | 0.47% | Add +42.7% | 15,696 | $2.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.44% | Add +5.3% | 15,535 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +10.9% | 15,699 | $2.1M |
| World Investment Advisors | 0.03% | Add +1.4% | 18,210 | $2.1M |
| Peddock Capital Advisors, LLC | 0.41% | Add +6.9% | 15,313 | $2.0M |
| Eldridge Investment Advisors, Inc. | 0.40% | Add +16.2% | 15,271 | $2.0M |
| AssuredPartners Investment Advisors, LLC | 0.20% | Add +56.7% | 15,154 | $2.0M |
| Flow Traders U.S. LLC | 0.08% | New | 14,980 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +14.8% | 14,830 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -69.3% | 14,618 | $1.9M |
| Ignite Planners, LLC | 0.27% | Add +4.5% | 14,495 | $1.9M |
| Hanover Advisors Inc. | 0.69% | Add +1.3% | 14,396 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Add +7.7% | 14,265 | $1.9M |
| Level Four Advisory Services, LLC | 0.05% | Add +45.1% | 14,264 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -3.2% | 14,084 | $1.9M |
| Guerra Pan Advisors, LLC | 1.03% | Reduce -0.4% | 13,822 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +78.2% | 13,689 | $1.8M |
| Asset One Wealth Management LLC | 0.19% | Reduce -14.1% | 14,642 | $1.8M |
| Gotham Asset Management | 0.00% | Reduce -35.9% | 13,262 | $1.8M |
| Well Done, LLC | 0.24% | No change | 13,174 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +11.5% | 12,995 | $1.7M |
| Providence First Trust Co | 0.47% | New | 12,626 | $1.7M |
| Legacy Wealth Managment, LLC | 0.69% | Add +26.1% | 12,518 | $1.7M |
| Flagstar Securities, Inc. | 0.50% | Add +26.4% | 12,501 | $1.7M |
| Total Clarity Wealth Management, Inc. | 0.32% | Reduce -14.4% | 12,431 | $1.7M |
| Liberty Wealth Management LLC | 0.21% | No change | 15,017 | $1.7M |
| Capital Analysts, LLC | 0.04% | Add +6.1% | 12,345 | $1.6M |
| Signature Equity Partners, LLC | 0.74% | Add +11.1% | 12,168 | $1.6M |
| Mirador Capital Partners LP | 0.20% | Add +6.3% | 12,035 | $1.6M |
| Owen LaRue, LLC | 0.55% | Add +4.0% | 11,885 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -18.1% | 11,587 | $1.5M |
| Savior LLC | 4.39% | Add +257.7% | 11,493 | $1.5M |
| Curran Financial Partners, LLC | 0.22% | Add +29.9% | 11,048 | $1.5M |
| Global View Capital Management LLC | 0.30% | Add +9.6% | 11,030 | $1.5M |
| Continuum Advisory, LLC | 0.12% | Add +15.9% | 10,914 | $1.5M |
| Fig Financial Advisory Services Inc. | 0.84% | Reduce -25.5% | 10,787 | $1.4M |
| Purus Wealth Management, LLC | 0.39% | Add +71.5% | 10,686 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +2.1% | 10,489 | $1.4M |
| Titleist Asset Management, LLC | 0.09% | Add +4.6% | 10,428 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.2% | 10,385 | $1.4M |
| TCFG Investment Advisors, LLC | 0.46% | Add +1.7% | 10,151 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +5.4% | 9,984 | $1.3M |
| TrueWealth Advisors, LLC | 0.30% | Add +0.5% | 9,940 | $1.3M |
| Quad-Cities Investment Group, LLC | 0.47% | Reduce -1.5% | 9,912 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +5.8% | 9,885 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +143.1% | 9,791 | $1.3M |
| Concentrum Wealth Management | 0.31% | Add +65.4% | 9,685 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +7.0% | 9,623 | $1.3M |
| AQR Capital Management | 0.00% | Reduce -18.1% | 9,514 | $1.3M |
| Trueblood Wealth Management, LLC | 0.43% | Reduce -0.2% | 9,311 | $1.2M |
| Tudor Investment Corporation | 0.01% | Add +33.9% | 9,304 | $1.2M |
| FMR LLC | 0.00% | Add +16.4% | 9,218 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.35% | Add +24.4% | 9,205 | $1.2M |
| IFG Advisory, LLC | 0.04% | Add +1751.5% | 9,165 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Add +16.4% | 9,157 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Add +0.3% | 8,986 | $1.2M |
| Independent Wealth Network Inc. | 0.30% | Add +13.4% | 8,981 | $1.2M |
| Chicago Partners Investment Group LLC | 0.02% | Add +99.5% | 9,345 | $1.2M |
| Sierra Capital LLC | 0.11% | No change | 8,685 | $1.2M |
| Langley Wealth Management, LLC | 1.10% | — | 8,435 | $1.1M |
| Waterfront Wealth Inc. | 0.17% | Add +38.8% | 9,036 | $1.1M |
| PFG Advisors | 0.06% | New | 8,351 | $1.1M |
| Avise Financial Cooperative, Inc. | 0.79% | New | 8,341 | $1.1M |
| Sequent Planning LLC | 0.23% | Reduce -29.1% | 8,146 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | Add +21.6% | 8,094 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +11.2% | 7,979 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -0.6% | 7,940 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +18.7% | 7,931 | $1.1M |
| Guardian Capital, LLC | 0.85% | Reduce -17.4% | 7,790 | $1.0M |
| Trust Co. of Toledo NA | 0.09% | Reduce -7.1% | 7,755 | $1.0M |
| Clark Wealth Partners | 0.58% | Add +699.6% | 7,732 | $1.0M |
| Vise Technologies, Inc. | 0.01% | New | 7,682 | $1.0M |
| Crusonia Wealth Advisors LLC | 0.17% | Add +3.7% | 7,676 | $1.0M |
| Afg Fiduciary Services Limited Partnership | 0.80% | Reduce -10.0% | 8,031 | $1.0M |
| Byrne Financial Freedom, LLC | 0.39% | Reduce -3.2% | 7,586 | $1.0M |
| Capital Wealth Alliance, LLC | 0.47% | No change | 7,543 | $1.0M |
| Cambria Investment Management, L.P. | 0.05% | Reduce -0.9% | 7,501 | $1000K |
| Empowered Funds, LLC | 0.01% | Reduce -0.9% | 7,501 | $1000K |
| CoreCap Advisors, LLC | 0.03% | Add +0.8% | 7,391 | $985K |
| Capital CS Group, LLC | 1.43% | New | 7,375 | $983K |
| Grantvest Financial Group LLC | 0.57% | Add +2.8% | 7,366 | $982K |
| Wagner Wealth Management, Corp | 0.78% | Add +5.6% | 7,253 | $966K |
| Summit Wealth Group LLC / Co. | 0.08% | Add +20.9% | 7,196 | $959K |
| Founders Financial Securities LLC | 0.05% | Add +10.4% | 6,903 | $920K |
| IFP Advisors, Inc | 0.02% | Add +14.5% | 6,705 | $893K |
| Revisor Wealth Management LLC | 0.21% | Add +77.9% | 6,600 | $879K |
| PNC Financial Services Group, Inc. | 0.00% | Add +98.8% | 6,591 | $878K |
| CPR Investments Inc. | 0.67% | Add +179.9% | 6,569 | $875K |
| McKinney Capital Management, LLC | 0.34% | Add +13.6% | 6,560 | $874K |
| Willner & Heller, LLC | 0.54% | Add +3.3% | 6,453 | $860K |
| Lanark Financial, Inc. | 0.06% | Add +19.9% | 6,350 | $846K |
| Cascade Investment Group, Inc. | 0.47% | Reduce -1.1% | 6,222 | $829K |
| Advyzon Investment Management, LLC | 0.06% | New | 6,221 | $829K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.4% | 6,203 | $827K |
| Ameritas Investment Partners, Inc. | 0.02% | New | 6,165 | $821K |
| Neuberger Berman Group LLC | 0.00% | No change | 6,073 | $809K |
| Altus Wealth Group LLC | 0.29% | Reduce -31.8% | 6,056 | $807K |
| Hourglass Capital, LLC | 0.16% | No change | 6,000 | $800K |
| Csenge Advisory Group | 0.03% | Reduce -1.1% | 5,997 | $799K |
| Lido Advisors, LLC | 0.00% | Reduce -19.6% | 5,984 | $797K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -4.4% | 5,868 | $782K |
| Kovack Advisors, Inc. | 0.04% | Reduce -45.4% | 5,751 | $747K |
| Simplicity Wealth,LLC | 0.03% | Add +9.2% | 5,549 | $739K |
| Fiduciary Trust Co | 0.01% | Reduce -0.5% | 5,541 | $738K |
| Pacific Sun Financial Corp | 0.30% | Add +1.3% | 5,490 | $732K |
| Quantum Private Wealth, LLC | 0.18% | Add +2.9% | 5,315 | $708K |
| Uptick Partners, LLC | 0.11% | Add +24.2% | 5,277 | $703K |
| Blackhawk Capital Partners, LLC | 0.23% | Add +14.8% | 5,267 | $702K |
| GoalVest Advisory LLC | 0.13% | Add +2669.8% | 5,235 | $698K |
| Betterment LLC | 0.00% | Add +26.7% | 5,220 | $696K |
| Nova Wealth Management, Inc. | 0.38% | Add +3.7% | 5,150 | $686K |
| Insight Advisors, LLC/ PA | 0.12% | Add +3.2% | 5,053 | $673K |
| Archford Capital Strategies, LLC | 0.07% | Add +4.0% | 5,030 | $670K |
| Cozad Asset Management Inc. | 0.04% | Add +127.5% | 4,979 | $663K |
| Private Trust Co. NA | 0.05% | Add +13.3% | 4,905 | $654K |
| Allied Private Wealth LLC | 0.41% | — | 5,254 | $644K |
| Stirlingshire Investments, Inc. | 0.48% | Add +21.6% | 4,818 | $642K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | No change | 4,714 | $628K |
| Granite Bay Wealth Management, LLC | 0.06% | New | 4,711 | $628K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.16% | Reduce -3.6% | 4,665 | $622K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +38.2% | 4,664 | $621K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.9% | 4,660 | $621K |
| Darden Wealth Group Inc | 0.24% | No change | 4,601 | $613K |
| WealthTrust Asset Management, LLC | 0.33% | Add +11.9% | 4,587 | $611K |
| Cornerstone Wealth, LLC | 0.31% | Reduce -1.3% | 4,927 | $607K |
| TD Waterhouse Canada Inc. | 0.00% | New | 4,555 | $589K |
| Condor Capital Management | 0.04% | Reduce -1.4% | 4,405 | $587K |
| Spruce Point Capital Management, LLC | 1.07% | No change | 4,347 | $579K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,300 | $573K |
| Hilltop Holdings Inc. | 0.05% | Add +4.2% | 4,206 | $560K |
| Evolution Wealth Management Inc. | 0.33% | Add +21.1% | 4,191 | $558K |
| Kintra Wealth, LLC | 0.03% | Reduce -66.4% | 4,530 | $556K |
| Innovative Asset Advisors Group, LLC | 0.24% | Reduce -5.7% | 4,126 | $550K |
| Compound Planning, Inc. | 0.01% | Add +1.3% | 4,121 | $549K |
| Impact Partnership Wealth, LLC | 0.05% | Add +96.3% | 4,114 | $548K |
| Captrust Financial Advisors | 0.00% | Add +11.2% | 3,916 | $522K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,827 | $510K |
| HB Wealth Management, LLC | 0.00% | New | 3,792 | $505K |
| KKM Financial LLC | 0.07% | Reduce -3.1% | 3,762 | $501K |
| Keel Point, LLC | 0.03% | Add +88.4% | 3,743 | $499K |
| Kestra Investment Management, LLC | 0.01% | Reduce -28.0% | 3,646 | $486K |
| Resurgent Financial Advisors LLC | 0.14% | New | 3,641 | $485K |
| Hunter Associates Investment Management LLC | 0.06% | New | 3,609 | $484K |
| Auxano Advisors, LLC | 0.09% | No change | 3,593 | $479K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -33.4% | 3,588 | $478K |
| Barnes Wealth Management Group, Inc | 0.22% | Add +6.5% | 3,570 | $476K |
| Exit Wealth Advisors, LLC. | 0.21% | Reduce -1.9% | 3,518 | $469K |
| Balboa Wealth Partners | 0.06% | Add +88.4% | 3,496 | $466K |
| Summit Investment Advisory Services, LLC | 0.12% | Add +33.9% | 3,487 | $465K |
| Wood Tarver Financial Group, LLC | 0.11% | New | 3,470 | $462K |
| Strategic Blueprint, LLC | 0.02% | Add +24.2% | 3,427 | $457K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -37.5% | 3,415 | $455K |
| Tsfg, LLC | 0.06% | Add +8.3% | 3,395 | $452K |
| Cary Street Partners Financial LLC | 0.01% | Add +35.6% | 3,390 | $452K |
| Fulcrum Equity Management | 0.36% | New | 3,377 | $450K |
| Clear Harbor Asset Management, LLC | 0.03% | New | 3,350 | $446K |
| Golden State Wealth Management, LLC | 0.04% | Add +0.1% | 3,318 | $442K |
| Certified Advisory Corp | 0.04% | New | 3,307 | $441K |
| Corient Private Wealth LP | 0.00% | No change | 3,268 | $436K |
| Mercer Global Advisors Inc. | 0.00% | Add +36.4% | 3,262 | $435K |
| Medallion Wealth Advisors, LLC | 0.13% | Add +10.2% | 3,198 | $426K |
| Westco Advisory Services Inc. | 0.26% | No change | 3,188 | $425K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -68.5% | 3,137 | $418K |
| Silver Grove Financial Group, Inc. | 0.22% | No change | 3,116 | $415K |
| Rothschild Investment LLC | 0.01% | Add +1.0% | 3,021 | $403K |
| Herbst Group, LLC | 0.22% | Add +50.0% | 3,000 | $400K |
| First Trust Advisors LP | 0.00% | Reduce -1.7% | 2,851 | $380K |
| Private Advisory Group LLC | 0.02% | Add +7.9% | 2,796 | $373K |
| Procyon Advisors, LLC | 0.02% | Add +0.6% | 2,669 | $356K |
| Quantinno Capital Management LP | 0.00% | New | 2,629 | $350K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,616 | $349K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +741.9% | 2,610 | $348K |
| Gilpin Wealth Management, LLC | 0.24% | Reduce -1.9% | 2,603 | $347K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +0.1% | 2,539 | $338K |
| Petix & Botte Co | 0.07% | Add +94.0% | 2,520 | $336K |
| Compass Financial Management LLC | 0.04% | — | 2,527 | $335K |
| Mattern Wealth Management LLC | 0.05% | New | 2,500 | $333K |
| Optivise Advisory Services LLC | 0.17% | New | 2,444 | $326K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,373 | $316K |
| Wealthspan Partners, LLC | 0.10% | New | 2,369 | $316K |
| Boyer Financial Services, Inc. | 0.27% | New | 2,496 | $314K |
| Register Financial Advisors LLC | 0.09% | No change | 2,317 | $309K |
| Southland Equity Partners LLC | 0.05% | No change | 2,283 | $304K |
| Koshinski Asset Management, Inc. | 0.02% | Add +4.2% | 2,278 | $304K |
| Patron Partners, LLC | 0.11% | Add +11.4% | 2,241 | $299K |
| Pinion Investment Advisors, LLC | 0.06% | New | 2,236 | $298K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,212 | $295K |
| Advisor Resource Council | 0.10% | New | 2,320 | $295K |
| Cresset Asset Management, LLC | 0.00% | Reduce -12.4% | 2,208 | $294K |
| SteelPeak Wealth, LLC | 0.01% | No change | 2,207 | $294K |
| Lincoln Capital LLC | 0.05% | Reduce -19.7% | 2,207 | $294K |
| Flynn Zito Capital Management, LLC | 0.08% | No change | 2,205 | $294K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -6.9% | 2,194 | $292K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -40.2% | 2,176 | $290K |
| Berkeley Capital Partners, LLC | 0.06% | New | 2,170 | $289K |
| Garde Capital, Inc. | 0.01% | No change | 2,168 | $289K |
| Second Line Capital, LLC | 0.05% | Reduce -38.4% | 2,165 | $288K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -7.4% | 2,160 | $288K |
| Gentry Private Wealth, LLC | 0.15% | New | 2,145 | $286K |
| Larson Financial Group LLC | 0.01% | Add +852.9% | 2,125 | $283K |
| Thompson Davis & Co., Inc. | 0.17% | New | 2,110 | $281K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -65.7% | 2,043 | $272K |
| Lee Financial Co | 0.03% | No change | 2,000 | $267K |
| World Equity Group, Inc. | 0.06% | Add +1.0% | 1,991 | $265K |
| Clearstead Advisors, LLC | 0.00% | Add +146.1% | 1,969 | $262K |
| BlackRock, Inc. | 0.00% | Add +0.8% | 1,942 | $259K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 1,925 | $257K |
| Zacks Investment Management | 0.00% | Reduce -5.0% | 1,900 | $253K |
| Mission Financial Group, LLC | 0.21% | — | 1,883 | $251K |
| GK Wealth Management LLC | 0.15% | New | 1,873 | $250K |
| Reliant Investment Partners, LLC | 0.17% | New | 1,864 | $248K |
| Brookwood Investment Group LLC | 0.03% | New | 1,862 | $248K |
| Cedrus Wealth Group LLC | 0.22% | Reduce -53.5% | 1,850 | $247K |
| Stratos Investment Management, LLC | 0.01% | No change | 1,844 | $246K |
| Blue Trust, Inc. | 0.00% | New | 1,842 | $245K |
| Naviter Wealth, LLC | 0.02% | New | 1,819 | $242K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 1,783 | $238K |
| Formidable Asset Management, LLC | 0.04% | New | 2,143 | $237K |
| XTX Topco Ltd | 0.00% | New | 1,772 | $236K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 2,131 | $236K |
| Busey Bank | 0.01% | New | 1,750 | $233K |
| Northern Trust Corp. | 0.00% | New | 1,741 | $232K |
| QRG Capital Management, Inc. | 0.00% | Reduce -70.3% | 1,739 | $232K |
| Thrivent Financial for Lutherans | 0.00% | New | 1,723 | $230K |
| Manchester Capital Management LLC | 0.03% | Add +2.7% | 1,724 | $230K |
| Segment Wealth Management, LLC | 0.01% | New | 1,700 | $227K |
| MBE Wealth Management, LLC | 0.08% | New | 1,688 | $225K |
| Wolff Wiese Magana LLC | 0.10% | Add +2.3% | 1,687 | $225K |
| Great Point Wealth Advisors, LLC | 0.04% | New | 1,667 | $222K |
| PVG Asset Management Corp. | 0.13% | New | 1,652 | $220K |
| Magnolia Capital Advisors LLC | 0.04% | New | 1,641 | $219K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 1,640 | $219K |
| Narus Financial Partners, LLC | 0.06% | Reduce -26.7% | 1,636 | $218K |
| Manhattan West Asset Management, LLC | 0.04% | New | 1,589 | $212K |
| Sound Income Strategies, LLC | 0.01% | Add +68.8% | 1,565 | $209K |
| Traphagen Investment Advisors LLC | 0.01% | New | 1,546 | $206K |
| PGIM Custom Harvest LLC | 0.00% | New | 1,526 | $203K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,512 | $201K |
| SP Asset Management LLC | 0.02% | New | 1,504 | $200K |
| Lazard Asset Management LLC | 0.00% | New | 1,400 | $187K |
| Bank of Montreal | 0.00% | Reduce -17.3% | 1,313 | $175K |
| Founders Financial Alliance, LLC | 0.02% | No change | 1,252 | $167K |
| Ameriflex Group, Inc. | 0.07% | Add +3.9% | 1,225 | $163K |
| Archer Investment Corp | 0.03% | No change | 1,100 | $147K |
| REAP Financial Group, LLC | 0.02% | Reduce -3.2% | 1,074 | $143K |
| Hills Bank & Trust Co | 0.01% | New | 1,008 | $134K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 990 | $132K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | No change | 987 | $132K |
| Ankerstar Wealth, LLC | 0.10% | Add +9.8% | 861 | $115K |
| Ni Acquisitions Company, LLC | 0.05% | — | 803 | $107K |
| Morse Asset Management, Inc | 0.02% | Add +14.6% | 800 | $107K |
| North Star Investment Management Corp. | 0.01% | Add +49.1% | 759 | $101K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 750 | $100K |
| Financial Network Wealth Advisors LLC | 0.09% | Add +0.1% | 693 | $92K |
| Belvedere Trading LLC | 0.01% | Reduce -68.2% | 668 | $89K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 645 | $86K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +15.7% | 590 | $79K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 500 | $67K |
| Truvestments Capital LLC | 0.01% | No change | 492 | $66K |
| 10Elms LLP | 0.03% | Add +387.0% | 487 | $65K |
| SBI Securities Co., Ltd. | 0.00% | Add +242.9% | 480 | $64K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 469 | $62K |
| Bravera Wealth | 0.02% | Add +15.6% | 445 | $59K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +34.9% | 445 | $59K |
| TD Capital Management LLC | 0.00% | No change | 444 | $59K |
| Smartleaf Asset Management LLC | 0.00% | No change | 437 | $58K |
| Colonial Trust Co / SC | 0.01% | Add +246.2% | 412 | $55K |
| Torren Management, LLC | 0.03% | No change | 384 | $51K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 345 | $46K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +10.0% | 340 | $45K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 337 | $45K |
| Rossby Financial, LCC | 0.01% | New | 297 | $40K |
| GAMMA Investing LLC | 0.00% | No change | 288 | $38K |
| Russell Investments Group, Ltd. | 0.00% | Add +48.8% | 253 | $34K |
| First Pacific Financial | 0.00% | New | 252 | $34K |
| Downshift Financial, LLC | 0.02% | New | 250 | $33K |
| Mather Group, Llc. | 0.00% | New | 248 | $33K |
| Abound Wealth Management | 0.01% | New | 244 | $33K |
| Sankala Group LLC | 0.02% | No change | 256 | $31K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 231 | $31K |
| Field & Main Bank | 0.01% | No change | 229 | $31K |
| Point Nemo Capital, LLC | 0.01% | New | 212 | $28K |
| Meramec Financial Planners, LLC | 0.01% | No change | 219 | $26K |
| Financial Gravity Companies, Inc. | 0.00% | — | 186 | $25K |
| Rakuten Securities, Inc. | 0.01% | New | 185 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 147 | $20K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -2.1% | 140 | $19K |
| Front Row Advisors LLC | 0.00% | New | 129 | $16K |
| Jones Financial Companies LLLP | 0.00% | Reduce -88.7% | 118 | $15K |
| Barrett & Company, Inc. | 0.00% | No change | 101 | $13K |
| Mb, Levis & Associates, LLC | 0.00% | Reduce -2.9% | 100 | $13K |
| Lodestone Wealth Management LLC | 0.00% | No change | 98 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 100 | $12K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 103 | $11K |
| Davis Capital Management | 0.01% | Add +50.0% | 84 | $11K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 77 | $10K |
| Vision Retirement, LLC | 0.00% | New | 72 | $10K |
| Wiser Advisor Group LLC | 0.01% | No change | 70 | $9K |
| Vanguard Advisers Inc. | 0.00% | New | 57 | $8K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 55 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 52 | $7K |
| Synergy Investment Management, LLC | 0.00% | No change | 50 | $7K |
| Covestor Ltd | 0.00% | No change | 46 | $6K |
| Financial Consulate, Inc. | 0.00% | No change | 44 | $6K |
| Concord Wealth Partners | 0.00% | New | 25 | $3K |
| Oakworth Capital, Inc. | 0.00% | New | 23 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 22 | $3K |
| Realta Investment Advisors | 0.00% | Reduce -97.0% | 20 | $3K |
| IAG Wealth Partners, LLC | 0.00% | New | 13 | $2K |
| MCF Advisors LLC | 0.00% | No change | 3 | $400 |
| Hantz Financial Services, Inc. | 0.00% | New | 3 | $0 |
"% 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.