First Trust Nasdaq CybersecuCIBRETF
13F holders, Q4 2024 (December 31)606holders +58
52new positions
34sold out
3famous investors
$63.44avg. 13F price*
At the end of Q4 2024, 606 institutions reported holding First Trust Nasdaq Cybersecu (CIBR) in their 13F filings, up 58 from Q3 2024. 52 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($708.1M), Bank of America Corp. ($446.1M) and UBS Group AG ($367.9M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Nasdaq Cybersecu
- CUSIP
- 33734X846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $40.0M |
| Exits | 34 | $24.4M |
All 13F filers, Q3 2024 → Q4 2024: 4,276,969 shares bought and 849,965 shares sold, net +3,427,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 606 holders
| Morgan Stanley | 0.05% | Add +1.7% | 11,160,360 | $708.1M |
| Bank of America Corp. | 0.04% | Reduce -0.7% | 7,030,817 | $446.1M |
| UBS Group AG | 0.08% | Add +6.6% | 5,798,584 | $367.9M |
| LPL Financial LLC | 0.10% | Add +10.6% | 3,687,276 | $234.0M |
| Wells Fargo & Company | 0.05% | Add +32.0% | 3,040,140 | $192.9M |
| Royal Bank of Canada | 0.03% | Add +8.4% | 1,833,646 | $116.3M |
| Raymond James Financial Inc. | 0.04% | — | 1,699,492 | $107.8M |
| Ameriprise Financial Inc. | 0.02% | Add +7.7% | 1,361,138 | $86.3M |
| JPMorgan Chase & Co. | 0.01% | Add +16.1% | 1,031,749 | $65.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +0.5% | 889,207 | $56.4M |
| First Trust Advisors LP | 0.04% | Add +12.4% | 788,773 | $50.0M |
| Capital Asset Advisory Services LLC | 1.84% | Add +5.7% | 582,235 | $37.5M |
| Axxcess Wealth Management, LLC | 0.91% | Add +5.3% | 576,526 | $36.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 568,494 | $36.1M |
| Osaic Holdings, Inc. | 0.07% | Add +14.8% | 511,088 | $32.4M |
| Cetera Investment Advisers | 0.06% | Add +3.6% | 480,847 | $30.5M |
| Stifel Financial Corp. | 0.03% | Add +5.4% | 460,129 | $29.2M |
| Private Advisor Group, LLC | 0.14% | Reduce -1.4% | 400,190 | $25.4M |
| Cwm, LLC | 0.10% | Add +88.1% | 393,573 | $25.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +2.3% | 391,789 | $24.9M |
| Citigroup Inc. | 0.02% | Reduce -16.3% | 383,756 | $24.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +5.0% | 383,220 | $24.3M |
| Kestra Advisory Services, LLC | 0.13% | Add +14.8% | 360,998 | $22.9M |
| Pinnacle Associates Ltd. | 0.24% | Add +7.3% | 283,678 | $18.0M |
| CX Institutional | 0.68% | Add +7.4% | 267,927 | $17.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.4% | 264,545 | $16.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +4.3% | 257,817 | $16.4M |
| MML Investors Services, LLC | 0.05% | Add +1.1% | 243,376 | $15.4M |
| American Financial Advisors, LLC | 2.14% | Reduce -2.2% | 239,360 | $15.2M |
| Truist Financial Corp. | 0.02% | Add +4.6% | 233,515 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.5% | 226,517 | $14.4M |
| Modern Wealth Management, LLC | 0.53% | New | 222,466 | $14.1M |
| Clearwater Capital Advisors, LLC | 1.29% | Reduce -1.9% | 207,158 | $13.1M |
| HighTower Advisors, LLC | 0.02% | Add +23.1% | 204,612 | $13.0M |
| Sargent Investment Group, LLC | 2.07% | Reduce -3.9% | 200,381 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +5.2% | 193,140 | $12.3M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Add +5.3% | 165,406 | $10.5M |
| Legacy Edge Advisors, LLC | 1.62% | Reduce -2.2% | 160,046 | $10.2M |
| Joseph Group Capital Management | 3.99% | Reduce -2.9% | 159,494 | $10.1M |
| D.A. Davidson & Co. | 0.08% | Add +57.8% | 157,839 | $10.0M |
| Procyon Advisors, LLC | 0.63% | Reduce -2.5% | 155,552 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +32.4% | 155,495 | $9.9M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +2.3% | 149,094 | $9.5M |
| Appleton Partners Inc. | 0.68% | Add +4.7% | 145,452 | $9.2M |
| Silverleafe Capital Partners, LLC | 2.90% | Add +20.5% | 144,221 | $9.2M |
| Enclave Advisors LLC | 1.50% | Add +107.9% | 143,523 | $9.1M |
| &partners | 0.10% | Add +32.1% | 133,688 | $8.6M |
| Destiny Wealth Partners, LLC | 1.40% | Add +2.2% | 134,912 | $8.6M |
| Equitable Holdings, Inc. | 0.08% | Add +1.2% | 126,185 | $8.0M |
| Florin Court Capital LLP | 8.07% | Add +73.8% | 122,500 | $7.8M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -1.1% | 112,689 | $7.6M |
| Benjamin Edwards Inc. | 0.11% | Reduce -5.5% | 117,857 | $7.5M |
| Independent Financial Group, LLC | 0.25% | Reduce -4.8% | 117,762 | $7.5M |
| Hobart Private Capital, LLC | 1.83% | Add +1.1% | 116,137 | $7.4M |
| Plotkin Financial Advisors, LLC | 4.33% | Reduce -1.4% | 114,920 | $7.3M |
| National Bank of Canada | 0.01% | Add +238.8% | 114,818 | $7.3M |
| Avestar Capital, LLC | 0.65% | Add +1.5% | 113,536 | $7.2M |
| Obsidian Personal Planning Solutions LLC | 3.44% | Add +3.9% | 105,465 | $7.1M |
| Oppenheimer & Co. Inc. | 0.10% | Add +10.9% | 110,504 | $7.0M |
| Mutual Advisors, LLC | 0.19% | Reduce -6.0% | 102,719 | $6.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -3.3% | 104,199 | $6.6M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Add +9.4% | 104,115 | $6.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.61% | Add +2.1% | 102,403 | $6.5M |
| Prudential PLC | 0.03% | New | 99,237 | $6.3M |
| Creative Planning | 0.01% | Reduce -1.5% | 98,680 | $6.3M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -1.1% | 96,375 | $6.1M |
| NTV Asset Management LLC | 0.80% | Add +0.3% | 95,885 | $6.1M |
| StoneCrest Wealth Management, Inc. | 3.97% | Add +4.1% | 95,766 | $6.1M |
| Kingsview Wealth Management, LLC | 0.12% | Add +156.2% | 95,045 | $6.0M |
| Mariner, LLC | 0.01% | Add +14.1% | 91,413 | $5.8M |
| EPG Wealth Management LLC | 1.52% | Reduce -6.9% | 90,995 | $5.8M |
| SFI Advisors, LLC | 4.04% | Add +1.3% | 90,647 | $5.8M |
| IAM Advisory, LLC | 1.40% | Reduce -1.6% | 87,045 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -10.6% | 86,700 | $5.5M |
| Frisch Financial Group, Inc. | 1.66% | Reduce -1.3% | 86,428 | $5.5M |
| Cibc World Market Inc. | 0.01% | Add +8.2% | 86,179 | $5.5M |
| Jaffetilchin Investment Partners, LLC | 0.39% | Reduce -5.3% | 85,577 | $5.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -0.6% | 84,336 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +30.3% | 83,170 | $5.3M |
| Stephens Inc. | 0.07% | Add +31.0% | 82,635 | $5.2M |
| Sigma Planning Corp | 0.16% | Add +1.1% | 81,629 | $5.2M |
| Waverly Advisors, LLC | 0.08% | Add +0.3% | 79,205 | $5.0M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +5.8% | 78,517 | $5.0M |
| Concentrum Wealth Management | 1.71% | Add +1.2% | 76,408 | $4.8M |
| Arkadios Wealth Advisors | 0.26% | Add +15.5% | 75,156 | $4.8M |
| RFG Advisory, LLC | 0.13% | Add +5.8% | 74,623 | $4.7M |
| Beck Capital Management, LLC | 1.26% | Add +0.5% | 74,603 | $4.7M |
| Twin Peaks Wealth Advisors, LLC | 1.98% | Reduce -1.0% | 73,371 | $4.7M |
| Prospera Financial Services Inc | 0.11% | Add +0.7% | 73,118 | $4.6M |
| Independent Advisor Alliance | 0.06% | New | 73,081 | $4.6M |
| Kiker Wealth Management, LLC | 3.73% | — | 72,497 | $4.6M |
| Buska Wealth Management, LLC | 1.46% | Reduce -8.9% | 72,011 | $4.6M |
| LFA - Lugano Financial Advisors SA | 2.96% | Reduce -8.8% | 71,425 | $4.5M |
| Bank Hapoalim BM | 0.77% | Reduce -8.5% | 71,409 | $4.5M |
| Granite Investment Partners, LLC | 0.20% | No change | 71,145 | $4.5M |
| Strategic Blueprint, LLC | 0.26% | Add +3.7% | 68,943 | $4.4M |
| Pecaut & Co. | 1.43% | Add +6.4% | 65,026 | $4.1M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +0.1% | 64,793 | $4.1M |
| Comerica Bank | 0.02% | Add +10.4% | 63,783 | $4.0M |
| Vivid Wealth Management, LLC | 2.05% | Reduce -3.8% | 63,724 | $4.0M |
| Meridian Wealth Management, LLC | 0.19% | Add +20.9% | 63,351 | $4.0M |
| Prosperity Financial Group, Inc. | 2.00% | Reduce -13.7% | 62,886 | $4.0M |
| Laurel Wealth Advisors LLC | 0.62% | Add +0.9% | 62,385 | $4.0M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.89% | Reduce -0.2% | 61,132 | $3.9M |
| Integrated Wealth Concepts LLC | 0.04% | Add +3.1% | 60,357 | $3.8M |
| Dunhill Financial, LLC | 1.76% | Add +15.6% | 59,604 | $3.8M |
| Arax Advisory Partners | 0.24% | Add +263.7% | 59,206 | $3.8M |
| Good Life Advisors, LLC | 0.27% | Add +19.3% | 59,030 | $3.7M |
| Cascade Investment Group, Inc. | 2.67% | Reduce -0.1% | 58,853 | $3.7M |
| WealthCare Investment Partners, LLC | 1.62% | Add +3.6% | 58,413 | $3.7M |
| Cerro Pacific Wealth Advisors LLC | 1.21% | Add +38.8% | 61,774 | $3.7M |
| Ameritas Advisory Services, LLC | 0.13% | Add +2.8% | 57,098 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +0.5% | 56,338 | $3.6M |
| Pacific Sun Financial Corp | 1.94% | Reduce -0.7% | 55,993 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +25.5% | 54,849 | $3.5M |
| Grey Ledge Advisors, LLC | 0.83% | Add +5.2% | 50,751 | $3.2M |
| Floyd Financial Group LLC | 2.59% | — | 49,663 | $3.2M |
| Blair William & Co. | 0.01% | Add +16.1% | 49,020 | $3.1M |
| Mainsail Financial Group, LLC | 1.79% | Add +3.0% | 48,811 | $3.1M |
| Wedbush Securities Inc. | 0.11% | Reduce -5.0% | 46,978 | $3.0M |
| Principal Securities, Inc. | 0.07% | Add +15.0% | 46,896 | $3.0M |
| Accordant Advisory Group Inc | 2.83% | Add +3.0% | 46,204 | $2.9M |
| Spectrum Wealth Advisory Group, LLC | 1.36% | Reduce -12.4% | 45,599 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +0.6% | 45,549 | $2.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -9.6% | 45,379 | $2.9M |
| Sfmg, LLC | 0.22% | Reduce -11.6% | 44,621 | $2.8M |
| Sandbox Financial Partners, LLC | 0.93% | Add +0.0% | 43,794 | $2.8M |
| WESPAC Advisors SoCal, LLC | 0.62% | Add +31.1% | 43,122 | $2.7M |
| Corrado Advisors, LLC | 1.77% | Add +3.0% | 42,912 | $2.7M |
| Savoie Capital LLC | 0.32% | No change | 42,829 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +71.3% | 42,543 | $2.7M |
| O'Connor Financial Group LLC | 1.39% | Add +6.3% | 42,063 | $2.7M |
| Advantage Trust Co | 1.57% | Reduce -18.8% | 42,058 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +13.8% | 41,675 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +8.5% | 41,657 | $2.6M |
| Harbour Investments, Inc. | 0.08% | Add +10.4% | 41,597 | $2.6M |
| Moors & Cabot, Inc. | 0.12% | Add +3.5% | 41,109 | $2.6M |
| Garden State Investment Advisory Services LLC | 0.80% | Add +1.0% | 41,013 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +26.6% | 40,287 | $2.6M |
| Abbot Financial Management, Inc. | 1.25% | Add +0.0% | 39,555 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +8.4% | 39,467 | $2.5M |
| Sherman Asset Management, Inc. | 2.25% | — | 38,706 | $2.5M |
| Rathbones Group PLC | 0.01% | Reduce -2.0% | 38,583 | $2.4M |
| Fiduciary Alliance LLC | 0.24% | Add +0.9% | 37,911 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +73.9% | 37,323 | $2.4M |
| First Heartland Consultants, Inc. | 0.24% | Reduce -0.8% | 36,916 | $2.3M |
| Old Second National Bank of Aurora | 0.53% | Reduce -0.1% | 36,684 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +4.2% | 36,483 | $2.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Add +6.2% | 36,254 | $2.3M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.83% | — | 36,068 | $2.3M |
| Rooted Wealth Advisors, Inc. | 0.87% | Add +8.8% | 34,908 | $2.2M |
| Scotia Capital Inc. | 0.01% | Reduce -3.5% | 34,740 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +4.4% | 34,225 | $2.2M |
| Great Diamond Partners, LLC | 0.55% | Add +0.1% | 33,491 | $2.1M |
| Fulton Bank, N.A. | 0.08% | Reduce -2.2% | 32,885 | $2.1M |
| IHT Wealth Management, LLC | 0.07% | Reduce -15.7% | 32,521 | $2.1M |
| Crescent Grove Advisors, LLC | 0.20% | Reduce -3.2% | 32,485 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.21% | Reduce -5.8% | 32,122 | $2.0M |
| Sage Capital Management, LLC | 1.02% | Reduce -9.9% | 31,830 | $2.0M |
| Capstone Investment Advisors, LLC | 0.03% | New | 31,829 | $2.0M |
| Cutter & CO Brokerage, Inc. | 0.49% | Add +1.3% | 31,559 | $2.0M |
| Proactive Wealth Strategies LLC | 1.03% | Add +5.0% | 31,294 | $2.0M |
| Vontobel Holding Ltd. | 0.01% | No change | 30,610 | $1.9M |
| Flagstar Securities, Inc. | 0.48% | Add +0.8% | 30,349 | $1.9M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.38% | Add +60.5% | 29,897 | $1.9M |
| Purus Wealth Management, LLC | 0.74% | Reduce -1.2% | 29,371 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +24.4% | 27,910 | $1.8M |
| Peterson Wealth Management | 1.04% | Add +5.3% | 27,502 | $1.7M |
| International Assets Investment Management, LLC | 0.14% | New | 27,059 | $1.7M |
| Belpointe Asset Management LLC | 0.10% | Reduce -0.1% | 28,955 | $1.7M |
| Neville Rodie & Shaw Inc. | 0.12% | Add +29.4% | 26,730 | $1.7M |
| Mark Sheptoff Financial Planning, LLC | 0.90% | Add +8.7% | 26,305 | $1.7M |
| Parallel Advisors, LLC | 0.04% | Add +4.6% | 26,260 | $1.7M |
| Burke & Herbert Bank & Trust Co. | 0.38% | Reduce -0.4% | 25,437 | $1.6M |
| Ironsides Asset Advisors, LLC | 0.46% | Add +7.5% | 25,240 | $1.6M |
| Melone Private Wealth, LLC | 0.81% | Reduce -2.0% | 24,779 | $1.6M |
| Callan Family Office, LLC | 0.10% | No change | 24,500 | $1.6M |
| Smith, Moore & Co. | 0.14% | Add +1.8% | 24,180 | $1.5M |
| Financial Advocates Investment Management | 0.09% | Reduce -2.5% | 24,075 | $1.5M |
| Citizens Financial Group Inc. | 0.03% | Add +2.6% | 23,999 | $1.5M |
| DHK Financial Advisors, Inc. | 0.92% | Add +0.1% | 23,971 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Reduce -0.1% | 23,831 | $1.5M |
| HBK Sorce Advisory LLC | 0.05% | Add +0.1% | 23,739 | $1.5M |
| Merkkuri Wealth Advisors LLC | 1.19% | Reduce -5.3% | 23,726 | $1.5M |
| Edge Capital Group, LLC | 0.07% | Add +29.7% | 23,550 | $1.5M |
| Stegent Equity Advisors, Inc. | 1.51% | Add +16.2% | 23,412 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.1% | 23,387 | $1.5M |
| Institute for Wealth Management, LLC. | 0.19% | Add +1.1% | 23,340 | $1.5M |
| Capstone Wealth Management Group, LLC | 0.77% | Add +8.0% | 22,535 | $1.4M |
| Forefront Wealth Partners, LLC | 1.06% | — | 22,387 | $1.4M |
| Apollon Financial, LLC | 0.35% | Add +0.6% | 22,192 | $1.4M |
| O'ROURKE & COMPANY, Inc | 0.69% | Add +2.1% | 22,067 | $1.4M |
| Anson Capital, Inc. | 1.22% | Reduce -2.1% | 22,005 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +9.7% | 21,637 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +11.2% | 21,494 | $1.4M |
| Sovran Advisors, LLC | 0.19% | — | 21,266 | $1.4M |
| Main Street Financial Solutions, LLC | 0.13% | Reduce -35.5% | 21,280 | $1.4M |
| Bank of Montreal | 0.00% | Add +2.1% | 21,031 | $1.3M |
| Private Portfolio Partners LLC | 0.24% | Add +1.7% | 20,904 | $1.3M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -3.1% | 20,181 | $1.3M |
| FMR LLC | 0.00% | Add +2.7% | 20,151 | $1.3M |
| Sunbelt Securities, Inc. | 0.11% | Add +4.9% | 20,028 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.12% | No change | 20,139 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +9.2% | 20,096 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +7.8% | 19,968 | $1.3M |
| Castle Rock Wealth Management, LLC | 0.30% | Add +4.8% | 17,658 | $1.3M |
| TPG Advisors LLC | 0.96% | Reduce -0.6% | 19,305 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +64.4% | 19,268 | $1.2M |
| PFG Advisors | 0.07% | Add +4.2% | 19,240 | $1.2M |
| CoreCap Advisors, LLC | 0.06% | Reduce -5.5% | 19,202 | $1.2M |
| Valtrion Capital Management, LLC | 2.58% | — | 19,068 | $1.2M |
| IFP Advisors, Inc | 0.04% | Reduce -1.8% | 18,587 | $1.2M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +172.1% | 18,399 | $1.2M |
| Richard W. Paul & Associates, LLC | 0.40% | Reduce -0.5% | 17,431 | $1.1M |
| James Investment Research, Inc. | 0.13% | Reduce -0.4% | 16,873 | $1.1M |
| Emerald Advisors, LLC | 0.15% | Add +1.8% | 16,831 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +7.2% | 16,769 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +18.3% | 16,705 | $1.1M |
| Ellis Investment Partners, LLC | 0.21% | Add +1.7% | 16,569 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -6.6% | 16,464 | $1.0M |
| Meitav Investment House Ltd. | 0.02% | No change | 16,386 | $1.0M |
| TD Capital Management LLC | 0.10% | Add +2.8% | 16,155 | $1.0M |
| Fearless Solutions, LLC dba Best Invest | 0.78% | — | 16,036 | $1.0M |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +5.4% | 15,950 | $1.0M |
| Beacon Financial Advisory LLC | 0.33% | Add +2.5% | 15,899 | $1.0M |
| Avior Wealth Management, LLC | 0.04% | Add +0.1% | 15,779 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Add +1.3% | 15,638 | $992K |
| Key Client Fiduciary Advisors, LLC | 0.44% | Reduce -1.8% | 15,457 | $981K |
| Northwest Financial Advisors | 0.81% | Add +4.1% | 15,453 | $981K |
| WealthBridge Capital Management, LLC | 0.27% | Reduce -1.1% | 15,331 | $973K |
| Wisconsin Wealth Advisors, LLC | 1.43% | — | 15,272 | $969K |
| Gateway Wealth Partners, LLC | 0.25% | Reduce -7.5% | 14,954 | $949K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.8% | 14,894 | $945K |
| Lido Advisors, LLC | 0.01% | Add +148.8% | 14,851 | $942K |
| Global Retirement Partners, LLC | 0.03% | Add +13.3% | 14,741 | $935K |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -0.3% | 14,499 | $920K |
| Mgo One Seven LLC | 0.04% | Reduce -1.8% | 14,376 | $912K |
| One Capital Management, LLC | 0.03% | Add +6.2% | 14,329 | $909K |
| TrinityPoint Wealth, LLC | 0.13% | Add +0.2% | 14,311 | $908K |
| Dynamic Advisor Solutions LLC | 0.04% | Add +9.0% | 14,142 | $897K |
| HB Wealth Management, LLC | 0.01% | Reduce -5.5% | 14,018 | $890K |
| Crown Wealth Group, LLC | 0.36% | Reduce -0.1% | 13,992 | $888K |
| Jacobi Capital Management LLC | 0.07% | Reduce -1.2% | 13,735 | $871K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -3.0% | 13,689 | $869K |
| Townsquare Capital LLC | 0.01% | New | 13,633 | $865K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.8% | 13,388 | $849K |
| L.M. Kohn & Company | 0.22% | Reduce -6.9% | 13,353 | $847K |
| Caprock Group, LLC | 0.03% | Add +10.7% | 13,331 | $846K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 13,100 | $831K |
| Western Wealth Management, LLC | 0.04% | Add +1.8% | 13,098 | $831K |
| PFG Investments, LLC | 0.05% | Add +36.2% | 12,913 | $819K |
| Aster Capital Management (DIFC) Ltd | 0.31% | New | 12,855 | $816K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +4.3% | 12,847 | $815K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +16.0% | 12,618 | $801K |
| Moloney Securities Asset Management, LLC | 0.11% | Add +1.2% | 12,383 | $786K |
| Rye Brook Capital LLC | 0.92% | Reduce -0.8% | 12,100 | $768K |
| Gotham Asset Management | 0.01% | New | 11,980 | $760K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -32.9% | 11,899 | $755K |
| James J. Burns & Company, LLC | 0.13% | Add +4.3% | 11,692 | $742K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +179.7% | 11,667 | $740K |
| DeDora Capital, Inc. | 0.20% | Add +0.2% | 11,661 | $740K |
| Mirador Capital Partners LP | 0.13% | Reduce -2.4% | 11,621 | $737K |
| LM Advisors LLC | 0.13% | Reduce -8.1% | 11,321 | $718K |
| Keystone Wealth Services, LLC | 0.19% | Add +13.7% | 11,200 | $711K |
| Uniting Wealth Partners, LLC | 0.34% | — | 11,163 | $708K |
| Pursue Wealth Partners LLC | 0.41% | No change | 11,158 | $708K |
| Medallion Wealth Advisors, LLC | 0.34% | — | 10,931 | $693K |
| Triumph Capital Management | 0.24% | Reduce -1.9% | 10,867 | $690K |
| Apeiron RIA LLC | 0.19% | Reduce -0.6% | 10,815 | $686K |
| Richmond Investment Services, LLC | 0.38% | — | 10,765 | $683K |
| YANKCOM Partnership | 0.36% | — | 10,754 | $682K |
| Global Financial Private Client, LLC | 0.25% | Add +38.5% | 10,637 | $675K |
| Laidlaw Wealth Management LLC | 0.29% | Reduce -19.4% | 10,625 | $674K |
| SFG Wealth Management, LLC. | 0.35% | No change | 10,581 | $671K |
| Pallas Capital Advisors LLC | 0.03% | Add +3.9% | 10,535 | $668K |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 10,513 | $667K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -0.6% | 10,363 | $658K |
| Cerity Partners LLC | 0.00% | Reduce -16.3% | 10,349 | $656K |
| StoneX Group Inc. | 0.04% | Add +1.7% | 10,315 | $655K |
| Bensler, LLC | 0.08% | Reduce -1.8% | 10,244 | $650K |
| Morey & Quinn Wealth Partners, LLC | 0.55% | — | 10,179 | $646K |
| Fortis Advisors, LLC | 0.42% | Add +7.6% | 10,097 | $641K |
| Wellington Shields Capital Management, LLC | 0.11% | Add +219.7% | 31,808 | $631K |
| Beaumont Asset Management, L.L.C. | 0.37% | Add +39.4% | 9,948 | $631K |
| Apollon Wealth Management, LLC | 0.01% | Add +23.0% | 9,884 | $627K |
| RoundAngle Advisors LLC | 0.59% | — | 9,817 | $623K |
| American Institute for Advanced Investment Management, LLP | 0.46% | Reduce -10.1% | 9,726 | $617K |
| Alteri Wealth LLC | 0.17% | — | 9,577 | $608K |
| Kraematon Investment Advisors, Inc. | 0.60% | Reduce -2.6% | 9,490 | $602K |
| FFG Partners, LLC | 0.21% | Reduce -6.0% | 9,245 | $587K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.1% | 9,052 | $586K |
| CW Advisors, LLC | 0.01% | Add +103.5% | 9,212 | $585K |
| Prosperity Consulting Group, LLC | 0.04% | Add +31.9% | 9,123 | $579K |
| Koshinski Asset Management, Inc. | 0.05% | Add +0.1% | 9,119 | $579K |
| Altus Wealth Group LLC | 0.25% | Add +50.1% | 9,055 | $575K |
| Glass Jacobson Investment Advisors llc | 0.19% | Add +5.2% | 9,029 | $573K |
| River Street Advisors LLC | 0.29% | Add +11.8% | 9,016 | $572K |
| Valley National Advisers Inc. | 0.10% | Reduce -1.1% | 8,838 | $560K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.7% | 8,784 | $557K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +8.8% | 8,732 | $554K |
| OneAscent Financial Services LLC | 0.05% | New | 8,674 | $550K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.6% | 8,617 | $547K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.5% | 8,564 | $543K |
| Kaizen Financial Strategies | 0.31% | Add +2.4% | 8,545 | $542K |
| Goldstone Financial Group, LLC | 0.08% | Add +148.7% | 8,517 | $540K |
| Focus Partners Wealth | 0.00% | Add +31.5% | 8,468 | $537K |
| Atria Investments, Inc | 0.01% | Reduce -9.2% | 8,383 | $532K |
| Glenmede Trust Co. NA | 0.00% | Add +3.9% | 8,261 | $524K |
| Northeast Financial Consultants Inc | 0.02% | Add +5.0% | 8,246 | $523K |
| Barclays PLC | 0.00% | Reduce -19.7% | 8,201 | $520K |
| PKS Advisory Services, LLC | 0.13% | — | 8,084 | $513K |
| Davis R M Inc. | 0.01% | No change | 8,060 | $511K |
| Resurgent Financial Advisors LLC | 0.30% | Reduce -1.1% | 7,946 | $504K |
| Solutions 4 Wealth, Ltd | 0.91% | Add +0.0% | 7,937 | $504K |
| Westshore Wealth, LLC | 0.20% | No change | 7,897 | $501K |
| United Advisor Group, LLC | 0.10% | Add +2.6% | 7,836 | $497K |
| Consolidated Portfolio Review Corp | 0.08% | Add +17.2% | 7,797 | $495K |
| Y.D. More Investments Ltd | 0.04% | Add +31.3% | 7,807 | $494K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -2.4% | 7,681 | $487K |
| Triton Wealth Management, PLLC | 0.25% | Add +17.3% | 7,707 | $486K |
| Arq Wealth Advisors, LLC | 0.18% | Add +0.1% | 7,548 | $479K |
| Interchange Capital Partners, LLC | 0.17% | Reduce -11.5% | 7,410 | $470K |
| Investment Management Corp. /Va/ | 0.41% | — | 7,195 | $457K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +11.7% | 7,190 | $456K |
| MAI Capital Management | 0.00% | Add +42.2% | 7,186 | $456K |
| Wealthspire Advisors, LLC | 0.00% | Add +16.1% | 7,154 | $454K |
| Quantum Private Wealth, LLC | 0.14% | Reduce -18.9% | 7,121 | $452K |
| Caldwell Trust Co | 0.05% | No change | 7,069 | $449K |
| Wagner Wealth Management, LLC | 0.12% | Reduce -5.0% | 7,050 | $447K |
| Golden State Wealth Management, LLC | 0.07% | — | 7,011 | $445K |
| Commerce Bank | 0.00% | Reduce -8.9% | 6,949 | $441K |
| Cottonwood Capital Advisors, LLC | 0.32% | Reduce -8.6% | 6,946 | $441K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +6.3% | 6,873 | $436K |
| MMBG Investment Advisors Co. | 0.05% | Reduce -41.9% | 6,836 | $434K |
| Spire Wealth Management | 0.01% | Add +0.6% | 6,817 | $433K |
| Essential Planning, LLC. | 0.00% | New | 7,030 | $432K |
| Compound Planning, Inc. | 0.02% | Add +0.0% | 6,741 | $428K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.15% | New | 6,703 | $425K |
| Kercheville Advisors, LLC | 0.17% | New | 6,700 | $425K |
| Fiduciary Trust Co | 0.01% | Add +2.5% | 6,618 | $420K |
| Apexium Financial, LP | 0.03% | No change | 6,605 | $419K |
| IFG Advisory, LLC | 0.02% | New | 6,552 | $416K |
| Rothschild Investment LLC | 0.03% | No change | 6,549 | $416K |
| Merit Financial Group, LLC | 0.01% | Reduce -28.0% | 6,543 | $415K |
| Glen Eagle Advisors, LLC | 0.07% | Add +67.3% | 6,524 | $414K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -3.5% | 6,516 | $413K |
| Tidemark, LLC | 0.16% | Add +4.5% | 6,456 | $410K |
| Castleview Partners, LLC | 0.22% | Add +1.1% | 6,397 | $408K |
| Legacy Investment Solutions, LLC | 0.27% | Add +147.2% | 5,854 | $406K |
| Legacy Wealth Managment, LLC | 0.27% | Add +147.2% | 5,854 | $406K |
| Pure Financial Advisors, LLC | 0.01% | New | 6,360 | $404K |
| KPP Advisory Services LLC | 0.09% | Add +3.9% | 6,330 | $402K |
| KFG Wealth Management, LLC | 0.07% | Reduce -0.7% | 6,304 | $400K |
| Mason & Associates Inc | 0.09% | Reduce -6.3% | 6,256 | $397K |
| Gilman Hill Asset Management, LLC | 0.07% | Reduce -2.0% | 6,225 | $395K |
| Global Trust Asset Management, LLC | 0.15% | Add +53.8% | 6,215 | $394K |
| Americana Partners, LLC | 0.02% | New | 6,185 | $392K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Add +0.1% | 6,107 | $387K |
| Alliancebernstein L.P. | 0.00% | No change | 6,100 | $387K |
| Unconventional Investor, LLC | 0.23% | No change | 6,073 | $385K |
| Nilsine Partners, LLC | 0.04% | Add +67.0% | 6,065 | $385K |
| Sunpointe, LLC | 0.19% | New | 5,934 | $377K |
| Plan Group Financial, LLC | 0.20% | Add +4.8% | 5,929 | $376K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -18.8% | 5,899 | $374K |
| US Bancorp \de | 0.00% | Add +41.5% | 5,872 | $373K |
| Greenwood Capital Associates LLC | 0.05% | Reduce -26.2% | 5,833 | $370K |
| Tradition Wealth Management, LLC | 0.03% | Add +1.3% | 5,831 | $370K |
| Claro Advisors Inc. | 0.05% | Reduce -3.4% | 5,826 | $370K |
| Householder Group Estate & Retirement Specialist, LLC | 0.27% | Reduce -44.6% | 5,705 | $361K |
| Obermeyer Wealth Partners | 0.02% | No change | 5,682 | $361K |
| Global Assets Advisory, LLC | 0.20% | No change | 5,586 | $356K |
| Legacy Advisors, LLC | 0.03% | New | 5,600 | $355K |
| Valmark Advisers, Inc. | 0.01% | Add +0.0% | 5,568 | $353K |
| Northern Trust Corp. | 0.00% | Add +13.4% | 5,556 | $353K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,482 | $348K |
| Evelyn Partners Asset Management Ltd | 0.09% | — | 5,461 | $347K |
| PCG Wealth Advisors, LLC | 0.13% | Reduce -1.3% | 5,401 | $343K |
| Kovack Advisors, Inc. | 0.03% | Reduce -14.4% | 5,363 | $340K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.8% | 5,351 | $340K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -0.6% | 5,274 | $335K |
| Visionary Wealth Advisors | 0.02% | Add +3.2% | 5,232 | $332K |
| Modera Wealth Management, LLC | 0.00% | Add +23.6% | 5,222 | $331K |
| HSBC Holdings PLC | 0.00% | No change | 5,200 | $330K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.0% | 5,195 | $330K |
| Balboa Wealth Partners | 0.08% | Add +43.6% | 5,183 | $329K |
| Corient Private Wealth LP | 0.00% | Reduce -4.1% | 17,120 | $322K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.4% | 5,035 | $319K |
| Afg Fiduciary Services Limited Partnership | 0.23% | Add +0.1% | 4,913 | $318K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +6.2% | 4,950 | $314K |
| Financial Counselors Inc. | 0.00% | Reduce -6.2% | 4,945 | $314K |
| Bison Wealth, LLC | 0.04% | — | 4,928 | $313K |
| Claris Financial LLC | 0.20% | — | 4,851 | $308K |
| Focus Financial Network, Inc. | 0.01% | Add +0.0% | 4,815 | $305K |
| Magnus Financial Group LLC | 0.03% | Add +29.4% | 4,806 | $305K |
| Ieq Capital, LLC | 0.00% | No change | 4,778 | $303K |
| Allworth Financial LP | 0.00% | Add +13.0% | 4,513 | $302K |
| Debussy Capital Management LP | 0.05% | Add +10.6% | 4,615 | $302K |
| BCS Wealth Management | 0.07% | No change | 4,750 | $301K |
| Marshall Wace, LLP | 0.00% | Reduce -62.7% | 4,643 | $295K |
| Keystone Financial Group | 0.03% | Add +0.1% | 4,631 | $294K |
| Ally Invest Advisors Inc. | 0.03% | Add +10.5% | 4,620 | $293K |
| Prepared Retirement Institute LLC | 0.17% | Add +29.8% | 4,609 | $292K |
| MTM Investment Management, LLC | 0.11% | No change | 4,600 | $292K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -1.1% | 4,523 | $287K |
| TrueWealth Advisors, LLC | 0.10% | Add +18.5% | 4,516 | $287K |
| IPG Investment Advisors LLC | 0.07% | No change | 4,505 | $286K |
| Chapin Davis, Inc. | 0.09% | No change | 4,770 | $283K |
| Wealth Effects LLC | 0.10% | Add +0.0% | 4,447 | $282K |
| Founders Financial Alliance, LLC | 0.08% | Add +0.1% | 4,407 | $280K |
| Savant Capital, LLC | 0.00% | Reduce -28.1% | 4,392 | $279K |
| EP Wealth Advisors, LLC | 0.00% | Add +15.9% | 4,391 | $279K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -1.8% | 4,160 | $278K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,373 | $277K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 4,373 | $277K |
| Advyzon Investment Management, LLC | 0.11% | — | 4,323 | $274K |
| Rwa Wealth Partners, LLC | 0.00% | Add +0.1% | 4,303 | $273K |
| Madison Wealth Partners, Inc | 0.08% | Add +2.4% | 4,275 | $271K |
| Stablepoint Partners, LLC | 0.05% | No change | 4,261 | $270K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -6.3% | 4,232 | $268K |
| Tidal Investments LLC | 0.00% | No change | 4,200 | $266K |
| Macroview Investment Management LLC | 0.27% | Reduce -17.5% | 4,184 | $265K |
| Allie Family Office LLC | 0.15% | No change | 4,158 | $264K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +9.2% | 4,063 | $258K |
| Ignite Planners, LLC | 0.06% | Reduce -3.7% | 3,976 | $256K |
| Brookstone Capital Management | 0.00% | Add +1.3% | 3,958 | $251K |
| AlphaMark Advisors, LLC | 0.11% | Add +3.7% | 3,936 | $250K |
| Aspen Investment Management Inc | 0.12% | Add +5.1% | 3,928 | $249K |
| Synergy Investment Management, LLC | 0.11% | — | 3,902 | $248K |
| Private Trust Co. NA | 0.03% | Add +2.0% | 3,855 | $245K |
| World Investment Advisors | 0.01% | Add +3.6% | 3,852 | $244K |
| Fisher Asset Management | 0.00% | New | 3,809 | $242K |
| NewEdge Wealth, LLC | 0.00% | No change | 3,809 | $242K |
| Princeton Global Asset Management LLC | 0.05% | No change | 3,800 | $241K |
| Moseley Investment Management Inc. | 0.09% | No change | 3,728 | $237K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 3,713 | $236K |
| Symphony Financial Services, Inc. | 0.19% | No change | 3,706 | $235K |
| Huntleigh Advisors, Inc. | 0.05% | — | 3,689 | $234K |
| Park Avenue Securities LLC | 0.00% | New | 3,680 | $233K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -2.1% | 3,646 | $231K |
| tru Independence LLC | 0.07% | Add +0.1% | 3,625 | $230K |
| Choice Wealth Advisors LLC | 0.12% | No change | 3,612 | $229K |
| Alpine Woods Capital Investors, LLC | 0.04% | No change | 3,600 | $228K |
| Evoke Wealth, LLC | 0.01% | New | 3,600 | $228K |
| Perennial Investment Advisors, LLC | 0.03% | Add +2.5% | 3,589 | $228K |
| Post Resch Tallon Group Inc. | 0.22% | — | 3,550 | $226K |
| Intellectus Partners, LLC | 0.05% | New | 3,563 | $226K |
| MinichMacGregor Wealth Management, LLC | 0.05% | New | 3,561 | $226K |
| Obsidian Cio, LLC | 0.04% | Reduce -4.8% | 3,539 | $225K |
| Paragon Private Wealth Management, LLC | 0.10% | Reduce -6.7% | 3,531 | $224K |
| Trexquant Investment LP | 0.00% | Reduce -19.4% | 3,530 | $224K |
| Centricity Wealth Management, LLC | 0.21% | — | 3,526 | $224K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -13.9% | 3,462 | $220K |
| Prosperity Wealth Management, Inc. | 0.09% | Reduce -20.9% | 3,426 | $217K |
| Signet Financial Management, LLC | 0.03% | Reduce -0.3% | 3,418 | $217K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,383 | $215K |
| Herold Advisors, Inc. | 0.05% | New | 3,376 | $214K |
| FineMark National Bank & Trust | 0.01% | New | 3,375 | $214K |
| Bulltick Wealth Management, LLC | 0.05% | New | 3,371 | $214K |
| WNY Asset Management, LLC | 0.03% | New | 3,354 | $213K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,296 | $211K |
| Integrity Wealth Advisors, Inc. | 0.16% | — | 3,333 | $211K |
| Cozad Asset Management Inc. | 0.02% | New | 3,323 | $211K |
| Cypress Wealth Services, LLC | 0.04% | New | 3,320 | $211K |
| Birchcreek Wealth Management, LLC | 0.13% | New | 3,307 | $210K |
| Means Investment Co., Inc. | 0.02% | New | 3,279 | $208K |
| Plum Street Advisors, LLC | 0.10% | New | 3,277 | $208K |
| WMG Financial Advisors, LLC | 0.09% | New | 3,256 | $207K |
| Corbyn Investment Management Inc. | 0.09% | Reduce -13.1% | 3,204 | $203K |
| Creative Financial Designs Inc. | 0.02% | Reduce -3.0% | 3,201 | $203K |
| Breakthru Advisory Services, LLC | 0.18% | — | 3,199 | $203K |
| Wolverine Trading, LLC | 0.00% | New | 3,162 | $202K |
| Banco Santander, S.A. | 0.00% | Reduce -24.9% | 3,170 | $201K |
| Transcend Capital Advisors, LLC | 0.01% | New | 3,165 | $201K |
| Collier Financial | 0.17% | — | 3,038 | $193K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 3,016 | $191K |
| Accredited Wealth Management, LLC | 0.16% | — | 2,813 | $178K |
| Hemington Wealth Management | 0.04% | Add +7.0% | 2,711 | $172K |
| CENTRAL TRUST Co | 0.00% | Add +1.3% | 2,583 | $164K |
| Tsfg, LLC | 0.03% | Add +142.1% | 2,557 | $162K |
| REAP Financial Group, LLC | 0.04% | Reduce -1.5% | 2,380 | $151K |
| Balefire, LLC | 0.05% | New | 2,366 | $151K |
| Citadel Advisors | 0.00% | Reduce -93.3% | 2,121 | $135K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,094 | $133K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +48.0% | 1,942 | $123K |
| Realta Investment Advisors | 0.05% | Add +1750.0% | 1,850 | $119K |
| Ameriflex Group, Inc. | 0.05% | — | 1,739 | $118K |
| WealthShield Partners, LLC | 0.02% | Reduce -5.1% | 1,835 | $116K |
| Financial Freedom, LLC | 0.06% | Add +0.2% | 1,789 | $113K |
| Front Row Advisors LLC | 0.04% | Add +1.7% | 1,766 | $112K |
| Fairscale Capital, LLC | 0.09% | No change | 1,728 | $110K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +106.1% | 1,711 | $109K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,710 | $108K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,569 | $100K |
| WFA Asset Management Corp | 0.05% | New | 1,414 | $90K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6.9% | 1,388 | $88K |
| Murphy & Mullick Capital Management Corp | 0.08% | — | 1,384 | $88K |
| Archer Investment Corp | 0.02% | Add +2479.3% | 1,367 | $87K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,320 | $84K |
| ORG Partners LLC | 0.01% | Add +4.8% | 1,299 | $83K |
| McIlrath & Eck, LLC | 0.01% | Add +0.2% | 1,264 | $80K |
| Register Financial Advisors LLC | 0.04% | No change | 1,244 | $79K |
| New England Asset Management Inc. | 0.01% | No change | 1,150 | $73K |
| CIBC Private Wealth Group LLC | 0.00% | Add +17.0% | 1,103 | $71K |
| Bangor Savings Bank | 0.01% | No change | 1,100 | $70K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,084 | $69K |
| New Wave Wealth Advisors LLC | 0.03% | New | 1,068 | $68K |
| Creekmur Asset Management LLC | 0.01% | Reduce -22.8% | 1,034 | $66K |
| JFS Wealth Advisors, LLC | 0.00% | New | 1,032 | $66K |
| Smithfield Trust Co | 0.00% | No change | 1,000 | $63K |
| Continuum Advisory, LLC | 0.01% | No change | 887 | $56K |
| Westside Investment Management, Inc. | 0.01% | No change | 857 | $54K |
| First Horizon Advisors, Inc. | 0.00% | New | 857 | $54K |
| Bell Investment Advisors, Inc | 0.01% | Add +7.2% | 850 | $54K |
| Bfsg, LLC | 0.01% | No change | 750 | $48K |
| Transce3nd, LLC | 0.02% | — | 738 | $47K |
| WASHINGTON TRUST Co | 0.00% | No change | 710 | $45K |
| Zions Bancorporation, N.A. | 0.00% | No change | 700 | $44K |
| Modus Advisors, LLC | 0.01% | New | 671 | $43K |
| Eastern Bank | 0.00% | No change | 652 | $41K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 635 | $40K |
| Whittier Trust Co. | 0.00% | No change | 600 | $38K |
| Hilltop National Bank | 0.01% | No change | 585 | $37K |
| Noble Wealth Management PBC | 0.03% | — | 575 | $36K |
| Stephens Consulting, LLC | 0.01% | No change | 540 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +133.3% | 539 | $34K |
| Roxbury Financial LLC | 0.03% | — | 519 | $33K |
| Fairfield Financial Advisors, LTD | 0.01% | No change | 500 | $32K |
| Wellington Shields & Co., LLC | 0.01% | No change | 500 | $32K |
| Fifth Third Bancorp | 0.00% | Reduce -69.0% | 449 | $28K |
| Financial Life Planners | 0.02% | — | 434 | $28K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -49.4% | 416 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 406 | $26K |
| Ransom Advisory, Ltd | 0.01% | No change | 400 | $25K |
| Quadrant Capital Group LLC | 0.00% | No change | 400 | $25K |
| Hopwood Financial Services, Inc. | 0.02% | — | 395 | $25K |
| Wintrust Investments LLC | 0.02% | Reduce -70.5% | 395 | $25K |
| GW&K Investment Management, LLC | 0.00% | New | 400 | $25K |
| Key Financial Inc | 0.01% | No change | 392 | $25K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 388 | $25K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 384 | $24K |
| Marshall Investment Management, LLC | 0.01% | — | 406 | $24K |
| Nova Wealth Management, Inc. | 0.02% | — | 357 | $23K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 300 | $19K |
| Webster Bank, N. A. | 0.00% | No change | 300 | $19K |
| MV Capital Management, Inc. | 0.00% | No change | 300 | $19K |
| Tucker Asset Management LLC | 0.00% | Add +1.0% | 291 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 262 | $17K |
| Crewe Advisors LLC | 0.00% | New | 238 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 235 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 201 | $13K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 204 | $13K |
| Russell Investments Group, Ltd. | 0.00% | Add +105.0% | 203 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 200 | $13K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 192 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 191 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 206 | $12K |
| Copia Wealth Management | 0.01% | — | 177 | $11K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -7.9% | 175 | $11K |
| JDM Financial Group LLC | 0.01% | No change | 170 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 170 | $11K |
| Coastline Trust Co | 0.00% | No change | 168 | $11K |
| NFSG Corp | 0.00% | Add +0.6% | 163 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 150 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 150 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | New | 140 | $9K |
| Aventura Private Wealth, LLC | 0.00% | — | 138 | $9K |
| HighMark Wealth Management LLC | 0.00% | No change | 135 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 134 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -72.5% | 133 | $8K |
| Pathway Financial Advisers, LLC | 0.00% | Add +0.8% | 126 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 125 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 125 | $8K |
| Kestra Investment Management, LLC | 0.00% | New | 121 | $8K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -40.5% | 113 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 112 | $7K |
| Abound Wealth Management | 0.00% | No change | 109 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 104 | $7K |
| HM Payson & Co. | 0.00% | New | 99 | $6K |
| Trust Co | 0.00% | No change | 92 | $6K |
| Whipplewood Advisors, LLC | 0.00% | — | 90 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 90 | $6K |
| Nemes Rush Group LLC | 0.00% | Reduce -34.1% | 85 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 78 | $5K |
| WPG Advisers, LLC | 0.00% | — | 78 | $5K |
| SRH Advisors, LLC | 0.00% | No change | 75 | $5K |
| Morse Asset Management, Inc | 0.00% | No change | 75 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 67 | $4K |
| Lanark Financial, Inc. | 0.38% | — | 66 | $4K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 63 | $4K |
| Synergy Asset Management, LLC | 0.00% | New | 60 | $4K |
| Denver PWM, LLC | 0.00% | Reduce -80.8% | 54 | $3K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 51 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 36 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 36 | $2K |
| Caitlin John, LLC | 0.00% | No change | 34 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 30 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -89.1% | 30 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 20 | $1K |
| Navigoe, LLC | 0.00% | — | 21 | $1K |
| Legend Financial Advisors, Inc. | 0.00% | New | 14 | $888 |
| Glassman Wealth Services | 0.00% | No change | 12 | $774 |
| Bridge Generations Wealth Management LLC | 0.00% | — | 9 | $572 |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -91.7% | 3 | $191 |
| Future Financial Wealth Managment LLC | 0.00% | No change | 3 | $190 |
| Main Street Group, LTD | 0.00% | No change | 2 | $127 |
| Pineridge Advisors LLC | 0.00% | No change | 1 | $63 |
"% of holder's portfolio" is CIBR's weight in each manager's 13F, not the share of First Trust Nasdaq Cybersecu the manager owns.