First Trust Nasdaq CybersecuCIBRETF

13F holders, Q1 2025 (March 31)
618holders +12
67new positions
48sold out
3famous investors
$63.02avg. 13F price*

At the end of Q1 2025, 618 institutions reported holding First Trust Nasdaq Cybersecu (CIBR) in their 13F filings, up 12 from Q4 2024. 67 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($738.0M), Bank of America Corp. ($457.8M) and UBS Group AG ($341.1M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium 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

02004006008001,000 Q1 2024: 516Q1 2024Q2 2024: 531Q2 2024Q3 2024: 548Q3 2024Q4 2024: 606Q4 2024Q1 2025: 618Q1 2025Q2 2025: 714Q2 2025Q3 2025: 719Q3 2025Q4 2025: 786Q4 2025Q1 2026: 749Q1 2026Q2 2026: 845Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions67$142.6M
Exits48$18.3M

All 13F filers, Q4 2024 → Q1 2025: 7,259,863 shares bought and 1,618,967 shares sold, net +5,640,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 618 holders

Morgan Stanley 0.05% Add +5.0% 11,714,057 $738.0M
Bank of America Corp. 0.04% Add +3.4% 7,267,167 $457.8M
UBS Group AG 0.08% Reduce -6.6% 5,414,898 $341.1M
LPL Financial LLC 0.10% Add +12.5% 4,147,552 $261.3M
Wells Fargo & Company 0.06% Add +21.6% 3,697,792 $233.0M
Raymond James Financial Inc. 0.05% Add +15.5% 1,963,628 $123.7M
Royal Bank of Canada 0.03% Add +4.3% 1,911,605 $120.4M
Ameriprise Financial Inc. 0.02% Reduce -3.5% 1,313,512 $82.7M
JPMorgan Chase & Co. 0.00% Reduce -2.4% 1,006,705 $63.4M
Commonwealth Equity Services, LLC 0.09% Add +9.2% 971,283 $61.2M
First Trust Advisors LP 0.05% Add +4.4% 823,744 $51.9M
Cwm, LLC 0.18% Add +81.1% 712,658 $44.9M
Capital Asset Advisory Services LLC 2.02% Add +5.4% 613,671 $39.6M
Axxcess Wealth Management, LLC 1.05% Add +6.1% 611,833 $38.5M
Envestnet Asset Management Inc. 0.01% Add +7.6% 611,499 $38.5M
Osaic Holdings, Inc. 0.08% Add +12.0% 572,286 $36.1M
Cetera Investment Advisers 0.07% Add +11.8% 537,631 $33.9M
Stifel Financial Corp. 0.03% Add +8.1% 497,473 $31.3M
Flow Traders U.S. LLC 1.28% New 481,607 $30.3M
Rockefeller Capital Management L.P. 0.07% Add +23.7% 474,133 $29.9M
Private Advisor Group, LLC 0.17% Add +14.7% 459,058 $28.9M
Cambridge Investment Research Advisors, Inc. 0.09% Add +13.6% 444,886 $28.0M
Jane Street Group, LLC 0.05% New 430,521 $27.1M
Citigroup Inc. 0.02% Add +2.6% 393,688 $24.8M
Prudential PLC 0.11% Add +250.9% 348,187 $21.9M
Janney Montgomery Scott LLC 0.06% Add +21.6% 313,644 $19.8M
Kestra Advisory Services, LLC 0.09% Reduce -17.1% 299,211 $18.9M
Pinnacle Associates Ltd. 0.27% Add +4.3% 295,735 $18.6M
HighTower Advisors, LLC 0.02% Add +34.3% 274,756 $17.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +16.8% 264,532 $16.7M
Truist Financial Corp. 0.03% Add +9.8% 256,517 $16.2M
PNC Financial Services Group, Inc. 0.01% Reduce -3.5% 255,244 $16.1M
MML Investors Services, LLC 0.05% Reduce -3.5% 234,892 $14.8M
American Financial Advisors, LLC 2.14% Reduce -2.0% 234,671 $14.8M
Enclave Advisors LLC 2.49% Add +61.7% 232,022 $14.6M
Modern Wealth Management, LLC 0.45% Add +1.1% 224,951 $14.2M
Old Mission Capital LLC 0.26% New 213,625 $13.5M
Clearwater Capital Advisors, LLC 1.27% Add +1.0% 209,251 $13.2M
Two Sigma Investments, LP 0.03% New 199,100 $12.5M
Kestra Private Wealth Services, LLC 0.21% Add +1.2% 195,441 $12.3M
Sargent Investment Group, LLC 1.95% Reduce -3.4% 193,566 $12.2M
Ashton Thomas Private Wealth, LLC 0.41% Add +1.6% 168,071 $10.6M
D.A. Davidson & Co. 0.08% Add +2.8% 162,207 $10.2M
Legacy Edge Advisors, LLC 1.57% Reduce -0.4% 159,477 $10.0M
Procyon Advisors, LLC 0.61% Add +1.7% 158,266 $10.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +1.4% 157,652 $9.9M
Appleton Partners Inc. 0.72% Add +1.7% 147,928 $9.3M
Capitolis Liquid Global Markets LLC 0.08% New 147,600 $9.3M
Joseph Group Capital Management 3.48% Reduce -9.3% 144,604 $9.1M
Destiny Wealth Partners, LLC 1.43% Add +6.2% 143,259 $9.0M
Silverleafe Capital Partners, LLC 3.09% Reduce -1.1% 142,650 $9.0M
Equitable Holdings, Inc. 0.08% Add +12.3% 141,756 $8.9M
Rockport Wealth LLC 3.14% New 141,025 $8.9M
Arkadios Wealth Advisors 0.32% Add +78.2% 133,934 $8.4M
&partners 0.09% Reduce -3.1% 129,499 $8.2M
Florin Court Capital LLP 8.47% Add +5.8% 129,600 $8.2M
Quadrature Capital Ltd 0.18% New 126,303 $8.0M
NewEdge Advisors, LLC 0.05% Add +20.5% 125,545 $7.9M
Susquehanna International Group, LLP 0.01% Add +679.4% 116,078 $7.3M
Obsidian Personal Planning Solutions LLC 3.26% Add +4.1% 109,785 $7.3M
Hobart Private Capital, LLC 1.82% Reduce -0.8% 115,224 $7.3M
Plotkin Financial Advisors, LLC 4.46% Add +0.2% 115,118 $7.3M
Oppenheimer & Co. Inc. 0.11% Add +4.0% 114,891 $7.2M
Marshall Wace, LLP 0.01% Add +2372.1% 114,778 $7.2M
U.S. Capital Wealth Advisors, LLC 0.22% Add +9.7% 114,254 $7.2M
Benjamin Edwards Inc. 0.10% Reduce -5.0% 112,007 $7.1M
Sanctuary Advisors, LLC 0.05% Reduce -1.4% 111,164 $7.0M
Pinnacle Wealth Management Advisory Group, LLC 0.65% Add +7.5% 110,118 $6.9M
Independent Financial Group, LLC 0.24% Reduce -6.7% 109,896 $6.9M
Avestar Capital, LLC 0.66% Reduce -3.5% 109,532 $6.9M
Mutual Advisors, LLC 0.20% Add +1.5% 104,245 $6.8M
LeConte Wealth Management, LLC 3.93% — 97,906 $6.2M
Avantax Advisory Services, Inc. 0.04% Add +1.1% 97,476 $6.1M
NTV Asset Management LLC 0.82% Add +1.4% 97,190 $6.1M
Mariner, LLC 0.01% Add +5.9% 96,794 $6.1M
Sigma Planning Corp 0.19% Add +18.3% 96,600 $6.1M
Pine Valley Investments Ltd Liability Co 0.39% Add +2250.7% 95,510 $6.0M
GTS Securities LLC 0.26% New 94,858 $6.0M
Creative Planning 0.01% Reduce -4.0% 94,730 $6.0M
Sumitomo Mitsui Financial Group, Inc. 0.11% Add +12.2% 94,624 $6.0M
SFI Advisors, LLC 4.19% Reduce -0.6% 90,070 $5.7M
Steward Partners Investment Advisory, LLC 0.05% Add +62.7% 89,256 $5.6M
IAM Advisory, LLC 1.45% Add +2.0% 88,792 $5.6M
Integrated Wealth Concepts LLC 0.06% Add +43.8% 86,820 $5.5M
Frisch Financial Group, Inc. 1.52% Reduce -0.7% 85,827 $5.4M
Cibc World Market Inc. 0.01% Reduce -2.0% 84,438 $5.3M
Baird Financial Group, Inc. 0.01% Reduce -3.1% 83,965 $5.3M
Buska Wealth Management, LLC 1.65% Add +16.2% 83,693 $5.3M
Jaffetilchin Investment Partners, LLC 0.38% Reduce -2.6% 83,327 $5.2M
J.W. Cole Advisors, Inc. 0.16% Add +5.7% 82,969 $5.2M
CX Institutional 0.19% Reduce -69.9% 80,545 $5.1M
Waverly Advisors, LLC 0.06% Add +0.8% 79,836 $5.0M
Concentrum Wealth Management 1.82% Add +2.1% 78,022 $4.9M
StoneCrest Wealth Management, Inc. 3.09% Reduce -19.4% 77,232 $4.9M
Stephens Inc. 0.07% Reduce -8.6% 75,554 $4.8M
Comerica Bank 0.02% Add +16.3% 74,165 $4.7M
Beck Capital Management, LLC 1.36% Reduce -1.4% 73,554 $4.6M
Good Life Advisors, LLC 0.33% Add +24.2% 73,306 $4.6M
Twin Peaks Wealth Advisors, LLC 2.08% Reduce -1.6% 72,164 $4.6M
LFA - Lugano Financial Advisors SA 3.10% Add +1.4% 72,413 $4.6M
Atria Wealth Solutions, Inc. 0.05% Reduce -13.1% 72,289 $4.6M
National Bank of Canada 0.01% Reduce -37.1% 72,269 $4.6M
Prospera Financial Services Inc 0.10% Reduce -1.5% 72,021 $4.5M
Pecaut & Co. 1.54% Add +10.6% 71,938 $4.5M
Granite Investment Partners, LLC 0.23% No change 71,145 $4.5M
Kiker Wealth Management, LLC 3.05% Reduce -2.1% 70,939 $4.5M
Strategic Blueprint, LLC 0.24% Add +2.4% 70,623 $4.4M
Jones Financial Companies LLLP 0.00% Add +64.4% 69,926 $4.4M
EPG Wealth Management LLC 1.23% Reduce -23.2% 69,852 $4.4M
Meridian Wealth Management, LLC 0.21% Add +9.4% 69,308 $4.4M
Dunhill Financial, LLC 1.93% Add +13.1% 67,390 $4.2M
Prosperity Financial Group, Inc. 2.08% Add +5.3% 66,201 $4.2M
Lanark Financial, Inc. 0.35% — 65,939 $4.2M
O'Connor Financial Group LLC 2.15% Add +56.1% 65,679 $4.1M
WealthCare Investment Partners, LLC 1.72% Add +15.4% 67,439 $4.1M
NORTHSTAR ASSET MANAGEMENT Co 0.93% Reduce -0.4% 60,912 $3.8M
Prime Capital Investment Advisors, LLC 0.04% Reduce -6.2% 60,768 $3.8M
Laurel Wealth Advisors LLC 0.59% Reduce -3.4% 60,260 $3.8M
Blair William & Co. 0.01% Add +22.8% 60,190 $3.8M
Cascade Investment Group, Inc. 2.87% Add +0.6% 59,195 $3.7M
Vivid Wealth Management, LLC 1.82% Reduce -9.4% 57,702 $3.6M
Bank Hapoalim BM 0.55% Reduce -19.2% 57,680 $3.6M
Wedbush Securities Inc. 0.13% Add +20.5% 56,628 $3.6M
Stratos Wealth Partners, LTD. 0.05% Add +0.1% 56,402 $3.6M
Ameritas Advisory Services, LLC 0.14% Reduce -1.7% 56,123 $3.6M
Pacific Sun Financial Corp 2.00% Reduce -0.1% 55,933 $3.5M
BNP Paribas Financial Markets 0.00% Add +20.7% 54,997 $3.5M
Grey Ledge Advisors, LLC 0.86% Add +2.8% 52,165 $3.3M
Cerro Pacific Wealth Advisors LLC 1.04% Reduce -18.4% 50,402 $3.2M
Floyd Financial Group LLC 2.87% Add +1.5% 50,391 $3.2M
Mainsail Financial Group, LLC 1.80% Add +3.0% 50,300 $3.2M
Neville Rodie & Shaw Inc. 0.25% Add +86.3% 49,809 $3.1M
Harbour Investments, Inc. 0.09% Add +18.1% 49,127 $3.1M
Millennium Management 0.00% New 48,888 $3.1M
Qube Research & Technologies Ltd 0.00% New 47,831 $3.0M
Wealthfront Advisers LLC 0.01% Add +14.3% 47,641 $3.0M
Principal Securities, Inc. 0.07% No change 46,896 $3.0M
Assetmark, Inc. 0.01% Add +18.4% 46,720 $2.9M
Financial Enhancement Group LLC 0.46% New 47,609 $2.9M
Accordant Advisory Group Inc 2.84% Reduce -0.1% 46,165 $2.9M
Cresset Asset Management, LLC 0.01% Add +13.3% 45,653 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Add +286.9% 45,141 $2.8M
WESPAC Advisors SoCal, LLC 0.73% Add +3.3% 44,563 $2.8M
Gladstone Institutional Advisory LLC 0.13% Add +30.0% 44,480 $2.8M
Spectrum Wealth Advisory Group, LLC 1.33% Reduce -3.6% 43,947 $2.8M
Evelyn Partners Investment Management (Europe) Ltd 1.03% Add +21.2% 43,716 $2.8M
Moors & Cabot, Inc. 0.14% Add +5.9% 43,524 $2.7M
Nations Financial Group Inc, /Ia/ 0.21% Add +4.3% 43,432 $2.7M
Savoie Capital LLC 0.32% No change 42,829 $2.7M
Sandbox Financial Partners, LLC 0.95% Reduce -2.0% 42,900 $2.7M
Corrado Advisors, LLC 1.80% Reduce -0.3% 42,794 $2.7M
Brevan Howard Capital Management LP 0.07% New 41,748 $2.6M
Nomura Asset Management Co. Ltd. 0.01% New 41,600 $2.6M
Abbot Financial Management, Inc. 1.33% Add +3.2% 40,815 $2.6M
PCG Wealth Advisors, LLC 0.89% Add +653.2% 40,680 $2.6M
Sfmg, LLC 0.20% Reduce -9.7% 40,302 $2.5M
Kingsview Wealth Management, LLC 0.05% Reduce -57.8% 40,074 $2.5M
Sherman Asset Management, Inc. 2.39% Add +2.8% 39,769 $2.5M
Arax Advisory Partners 0.16% Reduce -33.2% 39,537 $2.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.41% Add +30.0% 38,869 $2.4M
Rathbones Group PLC 0.01% Reduce -0.2% 38,513 $2.4M
Fiduciary Alliance LLC 0.23% Reduce -0.8% 37,603 $2.4M
Old Second National Bank of Aurora 0.55% Add +1.8% 37,349 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.35% Add +1.2% 36,673 $2.3M
RFG Advisory, LLC 0.06% Reduce -50.6% 36,885 $2.3M
Gateway Wealth Partners, LLC 0.52% Add +144.5% 36,563 $2.3M
IHT Wealth Management, LLC 0.07% Add +9.8% 35,709 $2.2M
First Heartland Consultants, Inc. 0.23% Reduce -4.4% 35,291 $2.2M
Migdal Insurance & Financial Holdings Ltd. 0.03% Reduce -22.4% 35,228 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -5.6% 35,222 $2.2M
Scotia Capital Inc. 0.01% Reduce -0.5% 34,577 $2.2M
Rooted Wealth Advisors, Inc. 0.94% Add +8.4% 37,840 $2.2M
Wealthcare Advisory Partners LLC 0.06% Reduce -6.7% 34,044 $2.1M
Great Diamond Partners, LLC 0.58% Add +1.4% 33,946 $2.1M
Cutter & CO Brokerage, Inc. 0.49% Add +4.3% 32,918 $2.1M
Sage Capital Management, LLC 1.11% Add +2.4% 32,602 $2.1M
Crescent Grove Advisors, LLC 0.21% Add +0.3% 32,566 $2.1M
Proactive Wealth Strategies LLC 1.08% Add +3.1% 32,269 $2.0M
Main Street Financial Solutions, LLC 0.18% Add +50.8% 32,091 $2.0M
Advantage Trust Co 1.23% Reduce -23.7% 32,086 $2.0M
Flagstar Securities, Inc. 0.51% Add +3.5% 31,415 $2.0M
SeaCrest Wealth Management, LLC 0.22% Reduce -2.4% 31,359 $2.0M
Kingswood Wealth Advisors, LLC 0.18% Add +61.6% 31,138 $2.0M
US Bancorp \de 0.00% Add +429.7% 31,103 $2.0M
Mgo One Seven LLC 0.07% Add +109.7% 30,152 $1.9M
Vontobel Holding Ltd. 0.01% Reduce -2.0% 30,010 $1.9M
International Assets Investment Management, LLC 0.17% Add +10.4% 29,881 $1.9M
Beacon Pointe Advisors, LLC 0.02% Reduce -80.0% 29,808 $1.9M
Burke & Herbert Bank & Trust Co. 0.44% Add +15.2% 29,305 $1.8M
Ironsides Asset Advisors, LLC 0.54% Add +15.9% 29,255 $1.8M
Capital Investment Advisory Services, LLC 0.16% Add +43.6% 28,911 $1.8M
Purus Wealth Management, LLC 0.77% Reduce -1.8% 28,833 $1.8M
Synovus Financial Corp. 0.02% Add +2.6% 28,647 $1.8M
Bank of Montreal 0.00% Add +35.9% 28,571 $1.8M
Belpointe Asset Management LLC 0.09% Reduce -2.7% 28,170 $1.8M
Level Four Advisory Services, LLC 0.07% Add +130.4% 27,421 $1.7M
Forefront Wealth Partners, LLC 1.17% Add +22.0% 27,309 $1.7M
Fulton Bank, N.A. 0.07% Reduce -17.1% 27,251 $1.7M
HB Wealth Management, LLC 0.01% Add +91.9% 26,903 $1.7M
Parallel Advisors, LLC 0.04% Add +0.8% 26,474 $1.7M
MPWM Advisory Solutions, LLC 1.20% Add +131015.0% 26,223 $1.7M
Mark Sheptoff Financial Planning, LLC 0.90% Reduce -1.3% 25,955 $1.6M
Institute for Wealth Management, LLC. 0.21% Add +9.7% 25,606 $1.6M
Sovran Advisors, LLC 0.21% Add +20.9% 25,706 $1.6M
SCS Capital Management LLC 0.02% New 25,046 $1.6M
Melone Private Wealth, LLC 0.82% Add +0.0% 24,780 $1.6M
Financial Advocates Investment Management 0.11% Add +2.5% 24,682 $1.6M
Citizens Financial Group Inc. 0.03% Add +2.7% 24,648 $1.6M
Callan Family Office, LLC 0.12% No change 24,500 $1.5M
Valley National Advisers Inc. 0.28% Add +176.0% 24,395 $1.5M
IFP Advisors, Inc 0.05% Add +30.6% 24,281 $1.5M
DHK Financial Advisors, Inc. 0.83% Add +0.0% 23,972 $1.5M
HBK Sorce Advisory LLC 0.04% Add +0.3% 23,814 $1.5M
FMR LLC 0.00% Add +18.1% 23,798 $1.5M
Smith, Moore & Co. 0.14% Reduce -2.2% 23,644 $1.5M
Clear Creek Financial Management, LLC 0.15% Reduce -1.0% 23,588 $1.5M
Snowden Capital Advisors LLC 0.05% Add +8.4% 23,302 $1.5M
OneDigital Investment Advisors LLC 0.02% Reduce -0.5% 23,268 $1.5M
Concurrent Investment Advisors, LLC 0.04% Add +171.0% 23,207 $1.5M
Anson Capital, Inc. 1.22% Add +2.3% 22,516 $1.4M
Stegent Equity Advisors, Inc. 1.42% Reduce -4.8% 22,281 $1.4M
O'ROURKE & COMPANY, Inc 0.69% Reduce -0.3% 21,995 $1.4M
Merkkuri Wealth Advisors LLC 1.18% Reduce -7.5% 21,947 $1.4M
Apollon Financial, LLC 0.33% Reduce -1.5% 21,859 $1.4M
Sowell Financial Services LLC 0.06% Add +32.4% 21,802 $1.4M
Captrust Financial Advisors 0.00% Add +7.3% 21,561 $1.4M
Mayflower Financial Advisors, LLC 0.21% Add +28.9% 21,537 $1.4M
Peterson Wealth Management 0.91% Reduce -21.9% 21,479 $1.4M
PFG Advisors 0.08% Add +11.3% 21,405 $1.3M
AE Wealth Management LLC 0.01% Reduce -1.5% 21,318 $1.3M
Garden State Investment Advisory Services LLC 0.42% Reduce -49.6% 20,687 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -0.1% 19,958 $1.3M
Williams Jones Wealth Management, LLC. 0.02% Add +24.3% 19,820 $1.2M
TPG Advisors LLC 0.97% Add +1.3% 19,553 $1.2M
Sunbelt Securities, Inc. 0.11% Reduce -3.1% 19,415 $1.2M
Valtrion Capital Management, LLC 1.61% Reduce -0.4% 18,985 $1.2M
CoreCap Advisors, LLC 0.05% Reduce -2.2% 18,774 $1.2M
Y-Intercept (Hong Kong) Ltd 0.08% New 18,195 $1.1M
Emerald Advisors, LLC 0.15% Add +6.4% 17,906 $1.1M
GeoWealth Management, LLC 0.04% New 17,278 $1.1M
Geneos Wealth Management Inc. 0.04% Add +1.9% 17,089 $1.1M
Daymark Wealth Partners, LLC 0.05% Reduce -16.6% 16,834 $1.1M
Essex Financial Services, Inc. 0.08% Add +7.1% 16,753 $1.1M
TD Capital Management LLC 0.11% Add +2.3% 16,533 $1.0M
One Capital Management, LLC 0.04% Add +15.4% 16,533 $1.0M
Clarius Group, LLC 0.07% New 16,513 $1.0M
James Investment Research, Inc. 0.13% Reduce -2.6% 16,430 $1.0M
Great Valley Advisor Group, Inc. 0.02% Add +27.7% 16,407 $1.0M
Meitav Investment House Ltd. 0.02% No change 16,386 $1.0M
PFG Investments, LLC 0.07% Add +26.8% 16,375 $1.0M
Global Assets Advisory, LLC 0.19% Add +200.0% 16,758 $1.0M
Fearless Solutions, LLC dba Best Invest 0.80% Add +1.5% 16,276 $1.0M
Richard W. Paul & Associates, LLC 0.39% Reduce -8.4% 15,964 $1.0M
Ellis Investment Partners, LLC 0.21% Reduce -3.9% 15,924 $1.0M
Wisconsin Wealth Advisors, LLC 1.42% Add +3.1% 15,743 $992K
Cornerstone Wealth Management, LLC 0.07% Add +24.3% 15,688 $988K
Beacon Financial Advisory LLC 0.30% Reduce -2.3% 15,540 $979K
WealthBridge Capital Management, LLC 0.27% Add +0.7% 15,433 $972K
Harbor Investment Advisory, LLC 0.09% Add +5.7% 15,329 $966K
L.M. Kohn & Company 0.25% Add +13.3% 15,122 $953K
Dynamic Advisor Solutions LLC 0.03% Add +6.3% 15,037 $947K
Northwest Financial Advisors 0.79% Reduce -2.8% 15,028 $947K
Avior Wealth Management, LLC 0.04% Reduce -6.4% 14,765 $930K
Signature Estate & Investment Advisors LLC 0.02% Add +8.7% 14,554 $917K
Lido Advisors, LLC 0.01% Reduce -3.0% 14,412 $908K
Crown Wealth Group, LLC 0.47% Add +2.7% 14,376 $906K
Castle Rock Wealth Management, LLC 0.24% Reduce -19.4% 14,229 $901K
Jacobi Capital Management LLC 0.07% Add +2.2% 14,038 $884K
Western Wealth Management, LLC 0.06% Add +5.4% 13,809 $870K
Northern Trust Corp. 0.00% Add +136.1% 13,119 $826K
LM Advisors LLC 0.15% Add +15.8% 13,111 $826K
Fairview Capital Investment Management, LLC 0.04% No change 13,100 $825K
Medallion Wealth Advisors, LLC 0.37% Add +17.8% 12,871 $817K
Advisory Services Network, LLC 0.02% Add +22.6% 12,885 $812K
Caprock Group, LLC 0.02% Reduce -5.3% 12,631 $796K
Bison Wealth, LLC 0.07% Add +148.0% 12,223 $785K
James J. Burns & Company, LLC 0.14% Add +5.4% 12,321 $776K
Gotham Asset Management 0.01% Add +0.5% 12,045 $759K
Marshall Investment Management, LLC 0.47% Add +2854.4% 11,995 $756K
DeDora Capital, Inc. 0.22% Add +2.0% 11,895 $749K
Moloney Securities Asset Management, LLC 0.10% Reduce -4.5% 11,829 $745K
Mirador Capital Partners LP 0.13% Reduce -0.3% 11,587 $730K
Pursue Wealth Partners LLC 0.43% No change 11,158 $703K
Cerity Partners LLC 0.00% Add +6.8% 11,049 $696K
Goldstone Financial Group, LLC 0.10% Add +28.4% 10,939 $689K
SFG Wealth Management, LLC. 0.33% Add +2.5% 10,848 $683K
Global Financial Private Client, LLC 0.26% Add +2.0% 10,845 $683K
YANKCOM Partnership 0.37% No change 10,754 $678K
Keystone Wealth Services, LLC 0.18% Reduce -5.1% 10,630 $670K
Financial Counselors Inc. 0.01% Add +112.2% 10,495 $661K
RoundAngle Advisors LLC 0.60% Add +6.3% 10,435 $657K
Triumph Capital Management 0.22% Reduce -4.4% 10,387 $654K
American Institute for Advanced Investment Management, LLP 0.50% Add +5.9% 10,300 $649K
Fortis Advisors, LLC 0.42% Add +1.6% 10,260 $646K
Morey & Quinn Wealth Partners, LLC 0.53% Add +0.1% 10,190 $642K
Beaumont Asset Management, L.L.C. 0.39% Add +2.4% 10,184 $642K
Kraematon Investment Advisors, Inc. 0.65% Add +6.6% 10,114 $637K
Prosperity Consulting Group, LLC 0.05% Add +10.7% 10,103 $636K
StoneX Group Inc. 0.03% Reduce -2.2% 10,089 $636K
Magnus Financial Group LLC 0.06% Add +109.6% 10,075 $635K
Richmond Investment Services, LLC 0.34% Reduce -7.4% 9,969 $628K
Wellington Shields Capital Management, LLC 0.11% Reduce -68.7% 9,950 $627K
Alteri Wealth LLC 0.27% Add +3.0% 9,866 $622K
Townsquare Capital LLC 0.01% Reduce -27.7% 9,862 $621K
Sage Mountain Advisors LLC 0.05% Add +191.2% 9,852 $621K
Apeiron RIA LLC 0.19% Reduce -9.8% 9,753 $614K
River Street Advisors LLC 0.30% Add +7.5% 9,695 $611K
Centaurus Financial, Inc. 0.04% Add +8.2% 9,505 $599K
Apollon Wealth Management, LLC 0.01% Reduce -3.8% 9,504 $599K
Altus Wealth Group LLC 0.28% Add +4.8% 9,488 $598K
FineMark National Bank & Trust 0.02% Add +180.7% 9,472 $597K
Bensler, LLC 0.07% Reduce -7.8% 9,442 $595K
Pallas Capital Advisors LLC 0.02% Reduce -10.8% 9,402 $592K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Add +40.2% 9,398 $592K
Perigon Wealth Management, LLC 0.01% Add +2.2% 9,250 $583K
Focus Partners Advisor Solutions, LLC 0.01% Add +7.2% 9,235 $582K
TD Waterhouse Canada Inc. 0.00% Add +116.0% 9,142 $581K
Citadel Advisors 0.00% Add +329.9% 9,119 $574K
Koshinski Asset Management, Inc. 0.05% Reduce -0.2% 9,097 $573K
Glass Jacobson Investment Advisors llc 0.19% No change 9,029 $573K
Arq Wealth Advisors, LLC 0.21% Add +19.9% 9,047 $570K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -12.9% 9,027 $569K
CW Advisors, LLC 0.01% Reduce -3.3% 8,913 $564K
Plan Group Financial, LLC 0.20% Add +48.7% 8,818 $556K
Insigneo Advisory Services, LLC 0.06% Add +13.7% 8,734 $550K
PKS Advisory Services, LLC 0.15% Add +6.6% 8,619 $543K
Kaizen Financial Strategies 0.31% No change 8,545 $538K
Atria Investments, Inc 0.01% Add +1.5% 8,511 $536K
MAI Capital Management 0.00% Add +17.0% 8,405 $530K
United Advisor Group, LLC 0.11% Add +6.6% 8,354 $526K
Barclays PLC 0.00% Add +1.2% 8,296 $523K
Northeast Financial Consultants Inc 0.02% No change 8,246 $519K
Focus Partners Wealth 0.00% Reduce -2.9% 8,219 $518K
Ignite Planners, LLC 0.10% Add +93.5% 7,692 $512K
Davis R M Inc. 0.01% No change 8,060 $508K
Glenmede Trust Co. NA 0.00% Reduce -2.6% 8,043 $507K
Integrity Alliance, Llc. 0.02% New 8,002 $504K
Rye Brook Capital LLC 0.63% Reduce -33.9% 8,000 $504K
Resurgent Financial Advisors LLC 0.30% Add +0.3% 7,973 $502K
Solutions 4 Wealth, Ltd 0.88% No change 7,937 $500K
Westshore Wealth, LLC 0.21% No change 7,897 $498K
Balance Wealth Partners LLC 0.32% — 7,895 $497K
Global Trust Asset Management, LLC 0.30% Add +26.1% 7,835 $494K
FFG Partners, LLC 0.20% Reduce -16.7% 7,697 $485K
Ameritas Investment Partners, Inc. 0.02% Add +6.3% 7,643 $481K
Flagship Harbor Advisors, LLC 0.03% Reduce -12.8% 7,619 $480K
Consolidated Portfolio Review Corp 0.08% Reduce -2.9% 7,570 $477K
Investment Management Corp. /Va/ 0.43% Add +5.0% 7,558 $476K
Virtue Capital Management, LLC 0.06% New 7,505 $473K
Interchange Capital Partners, LLC 0.13% Reduce -1.0% 7,333 $462K
Integrity Wealth Advisors, Inc. 0.34% Add +119.7% 7,322 $461K
Wealthspire Advisors, LLC 0.00% Add +1.6% 7,269 $458K
Glen Eagle Advisors, LLC 0.07% Add +9.3% 7,134 $449K
Quantum Private Wealth, LLC 0.17% No change 7,121 $449K
Wagner Wealth Management, LLC 0.11% Add +1.0% 7,119 $448K
Debussy Capital Management LP 0.07% Add +52.0% 7,016 $442K
Commerce Bank 0.00% No change 6,949 $438K
Cottonwood Capital Advisors, LLC 0.32% No change 6,946 $438K
Cyndeo Wealth Partners, LLC 0.03% No change 6,873 $433K
Prepared Retirement Institute LLC 0.28% Add +48.4% 6,839 $431K
MMBG Investment Advisors Co. 0.05% No change 6,836 $431K
Pinnacle Family Advisors, LLC 0.23% New 6,797 $428K
Y.D. More Investments Ltd 0.04% Reduce -12.9% 6,798 $428K
Tidemark, LLC 0.16% Add +5.2% 6,792 $428K
Caldwell Trust Co 0.05% Reduce -4.2% 6,771 $427K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -50.9% 6,718 $423K
Compound Planning, Inc. 0.02% Reduce -0.6% 6,701 $422K
Spire Wealth Management 0.01% Reduce -2.1% 6,671 $420K
Apexium Financial, LP 0.02% No change 6,605 $416K
Rothschild Investment LLC 0.03% No change 6,549 $413K
Fiduciary Trust Co 0.01% Reduce -1.1% 6,545 $412K
IFG Advisory, LLC 0.02% Reduce -0.2% 6,539 $412K
Legacy Wealth Managment, LLC 0.30% Add +11.6% 6,530 $411K
Park Avenue Securities LLC 0.01% Add +73.6% 6,389 $403K
Pure Financial Advisors, LLC 0.01% No change 6,360 $401K
KFG Wealth Management, LLC 0.07% Add +0.5% 6,334 $399K
Gilman Hill Asset Management, LLC 0.07% Add +1.7% 6,330 $399K
Golden State Wealth Management, LLC 0.06% Reduce -10.3% 6,286 $396K
Mason & Associates Inc 0.10% No change 6,256 $394K
Americana Partners, LLC 0.02% Reduce -0.1% 6,182 $389K
Merit Financial Group, LLC 0.01% Reduce -5.8% 6,165 $388K
Arete Wealth Advisors, LLC 0.03% New 6,138 $387K
KPP Advisory Services LLC 0.07% Reduce -3.1% 6,134 $386K
Farther Finance Advisors, LLC 0.01% Add +2.9% 6,067 $385K
Stonebridge Financial Planning Group, LLC 0.18% No change 6,107 $385K
Alliancebernstein L.P. 0.00% No change 6,100 $384K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -6.7% 6,080 $383K
Unconventional Investor, LLC 0.23% No change 6,073 $383K
Moran Wealth Management, LLC 0.01% New 6,027 $380K
Castleview Partners, LLC 0.26% Reduce -6.5% 5,981 $377K
Larson Financial Group LLC 0.02% New 5,959 $375K
Sunpointe, LLC 0.20% Add +0.3% 5,951 $375K
OneAscent Financial Services LLC 0.02% Reduce -31.8% 5,912 $374K
Nilsine Partners, LLC 0.04% Reduce -2.6% 5,910 $372K
Aurora Private Wealth, Inc. 0.30% New 5,897 $372K
Tsfg, LLC 0.08% Add +131.0% 5,907 $372K
Tradition Wealth Management, LLC 0.03% Add +0.1% 5,840 $368K
Claro Advisors Inc. 0.05% No change 5,826 $367K
Corient Private Wealth LP 0.00% Reduce -66.2% 5,780 $364K
Kickstand Ventures, Llc. 0.09% Add +9.2% 5,758 $363K
Balboa Wealth Partners 0.09% Add +10.4% 5,724 $361K
Thrive Capital Management, LLC 0.21% New 5,768 $358K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.9% 5,640 $355K
Valmark Advisers, Inc. 0.01% Add +0.0% 5,569 $351K
Focus Financial Network, Inc. 0.01% Add +8.1% 5,207 $328K
HSBC Holdings PLC 0.00% No change 5,200 $328K
Johnson Investment Counsel Inc. 0.00% No change 5,195 $327K
Visionary Wealth Advisors 0.02% Reduce -1.4% 5,156 $325K
Ieq Capital, LLC 0.00% Add +6.5% 5,088 $321K
Mercer Global Advisors Inc. 0.00% Reduce -0.6% 5,004 $315K
Acorn Wealth Advisors, LLC 0.13% No change 4,950 $312K
Claris Financial LLC 0.20% No change 4,851 $308K
Afg Fiduciary Services Limited Partnership 0.23% Reduce -1.6% 4,836 $306K
BCS Wealth Management 0.08% No change 4,750 $299K
Allworth Financial LP 0.00% Add +2.3% 4,617 $299K
IPG Investment Advisors LLC 0.07% Add +4.9% 4,727 $298K
Herold Advisors, Inc. 0.07% Add +39.4% 4,706 $297K
MTM Investment Management, LLC 0.11% No change 4,600 $292K
Keystone Financial Group 0.03% No change 4,631 $292K
Archford Capital Strategies, LLC 0.04% New 4,580 $289K
Orion Porfolio Solutions, LLC 0.00% Add +4.6% 4,574 $288K
Orion Portfolio Solutions, LLC 0.00% Add +4.6% 4,574 $288K
NewEdge Wealth, LLC 0.01% Add +18.4% 4,509 $284K
Aspen Investment Management Inc 0.13% Add +14.9% 4,514 $284K
Brookstone Capital Management 0.00% Add +13.9% 4,507 $284K
Aptus Capital Advisors, LLC 0.00% Reduce -15.9% 4,498 $283K
PTM Wealth Management, LLC 0.30% — 4,922 $283K
ORG Partners LLC 0.07% Add +242.3% 4,446 $282K
Wealth Effects LLC 0.12% No change 4,447 $280K
Intellectus Partners, LLC 0.07% Add +24.1% 4,421 $279K
Ally Invest Advisors Inc. 0.02% Reduce -4.4% 4,417 $278K
Founders Financial Alliance, LLC 0.07% No change 4,407 $278K
EP Wealth Advisors, LLC 0.00% No change 4,391 $277K
Choice Wealth Advisors LLC 0.14% Add +21.5% 4,387 $276K
Chapin Davis, Inc. 0.09% Reduce -8.8% 4,348 $274K
Rwa Wealth Partners, LLC 0.00% No change 4,303 $271K
Madison Wealth Partners, Inc 0.07% No change 4,275 $269K
Stablepoint Partners, LLC 0.05% No change 4,261 $268K
Tempus Wealth Planning, LLC 0.08% Reduce -6.3% 4,239 $267K
Modera Wealth Management, LLC 0.00% Reduce -19.1% 4,226 $266K
TrueWealth Advisors, LLC 0.09% Reduce -7.3% 4,188 $264K
Allie Family Office LLC 0.14% No change 4,158 $262K
Valeo Financial Advisors, LLC 0.01% New 4,094 $258K
Aveo Capital Partners, LLC 0.04% New 3,693 $252K
NWF Advisory Services Inc. 0.04% New 3,981 $251K
Crestwood Advisors Group, LLC 0.00% Add +6.9% 3,970 $250K
Post Resch Tallon Group Inc. 0.26% Add +11.3% 3,950 $249K
World Investment Advisors 0.01% Add +1.8% 3,922 $247K
Wedmont Private Capital 0.01% New 3,901 $244K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,832 $241K
Princeton Global Asset Management LLC 0.05% No change 3,800 $239K
Gitterman Wealth Management, LLC 0.06% New 3,796 $239K
Plum Street Advisors, LLC 0.11% Add +15.3% 3,777 $238K
Moseley Investment Management Inc. 0.09% Add +0.9% 3,761 $237K
Cozad Asset Management Inc. 0.02% Add +12.9% 3,753 $236K
Owen LaRue, LLC 0.12% New 3,711 $234K
Symphony Financial Services, Inc. 0.15% No change 3,706 $233K
Endowment Wealth Management, Inc. 0.15% New 3,706 $233K
Edmond DE Rothschild Holding S.A. 0.00% Add +0.3% 3,656 $230K
Huntleigh Advisors, Inc. 0.04% Reduce -1.0% 3,652 $230K
tru Independence LLC 0.07% No change 3,625 $228K
Alpine Woods Capital Investors, LLC 0.06% No change 3,600 $227K
Evoke Wealth, LLC 0.01% No change 3,600 $227K
Perennial Investment Advisors, LLC 0.03% No change 3,589 $226K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 3,301 $225K
MinichMacGregor Wealth Management, LLC 0.05% No change 3,561 $224K
Obsidian Cio, LLC 0.04% Add +0.4% 3,553 $224K
Centricity Wealth Management, LLC 0.20% No change 3,526 $222K
KMG Fiduciary Partners, LLC 0.02% No change 3,462 $218K
Kovack Advisors, Inc. 0.02% Reduce -35.5% 3,457 $218K
WMG Financial Advisors, LLC 0.09% Add +3.8% 3,381 $213K
Bulltick Wealth Management, LLC 0.06% No change 3,371 $212K
Evelyn Partners Asset Management Ltd 0.06% Reduce -38.5% 3,361 $212K
WNY Asset Management, LLC 0.03% No change 3,354 $211K
HRT Financial LP 0.00% New 3,362 $211K
CreativeOne Wealth, LLC 0.01% New 3,338 $210K
Cypress Wealth Services, LLC 0.04% No change 3,320 $209K
Brown Advisory Inc. 0.00% New 3,317 $209K
Birchcreek Wealth Management, LLC 0.13% No change 3,307 $208K
Sharpepoint LLC 0.18% New 3,133 $208K
Signet Financial Management, LLC 0.03% Reduce -3.9% 3,286 $207K
LJI Wealth Management, LLC 0.04% New 3,267 $206K
JBR Co Financial Management Inc 0.12% New 3,244 $204K
Curran Financial Partners, LLC 0.05% New 3,196 $201K
Collier Financial 0.16% No change 3,038 $191K
Guardian Wealth Advisors, LLC / NC 0.02% No change 3,016 $190K
Creative Financial Designs Inc. 0.01% Reduce -7.2% 2,972 $187K
Opal Wealth Advisors, LLC 0.06% New 2,971 $187K
Capital Analysts, LLC 0.01% Add +967.6% 2,797 $176K
Private Trust Co. NA 0.02% Reduce -28.3% 2,765 $174K
Synergy Investment Management, LLC 0.07% Reduce -30.8% 2,702 $170K
Hemington Wealth Management 0.03% No change 2,711 $170K
CENTRAL TRUST Co 0.00% No change 2,583 $163K
Banque Cantonale Vaudoise 0.01% — 2,560 $161K
REAP Financial Group, LLC 0.04% No change 2,380 $150K
Front Row Advisors LLC 0.06% Add +29.4% 2,286 $144K
Archer Investment Corp 0.04% Add +56.7% 2,142 $135K
Blue Bell Private Wealth Management, LLC 0.03% No change 2,094 $132K
Accredited Wealth Management, LLC 0.11% Reduce -26.1% 2,078 $131K
Pinnacle Bancorp, Inc. 0.04% Reduce -0.1% 1,941 $122K
O'shaughnessy Asset Management, LLC 0.00% Add +18.2% 1,855 $117K
WealthShield Partners, LLC 0.01% No change 1,835 $116K
Friedenthal Financial 0.07% New 1,802 $114K
Financial Freedom, LLC 0.06% No change 1,789 $113K
Ameriflex Group, Inc. 0.04% No change 1,739 $110K
Fairscale Capital, LLC 0.10% No change 1,728 $109K
Hanson & Doremus Investment Management 0.02% No change 1,710 $108K
N.E.W. Advisory Services LLC 0.01% New 1,567 $99K
Eastern Bank 0.00% Add +120.9% 1,440 $91K
Brown Brothers Harriman & Co. 0.00% No change 1,388 $87K
Murphy & Mullick Capital Management Corp 0.08% No change 1,384 $87K
GPS Wealth Strategies Group, LLC 0.01% New 1,335 $84K
McIlrath & Eck, LLC 0.01% No change 1,264 $80K
Register Financial Advisors LLC 0.04% No change 1,244 $78K
New England Asset Management Inc. 0.01% No change 1,150 $72K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -15.2% 1,120 $71K
Bangor Savings Bank 0.01% No change 1,100 $69K
SBI Securities Co., Ltd. 0.00% Add +1.5% 1,100 $69K
Creekmur Asset Management LLC 0.01% No change 1,034 $65K
Coldstream Capital Management Inc. 0.00% New 1,012 $64K
Smithfield Trust Co 0.00% No change 1,000 $63K
Russell Investments Group, Ltd. 0.00% Add +345.8% 905 $57K
Continuum Advisory, LLC 0.01% Add +0.6% 892 $56K
Westside Investment Management, Inc. 0.01% No change 857 $54K
Bell Investment Advisors, Inc 0.01% No change 850 $54K
Investment Research & Advisory Group, Inc. 0.02% New 840 $53K
Inlight Wealth Management, LLC 0.03% New 839 $53K
BOK Financial Private Wealth, Inc. 0.00% Reduce -51.5% 830 $52K
Bfsg, LLC 0.01% No change 750 $47K
Private Wealth Asset Management, LLC 0.01% — 735 $46K
Noble Wealth Management PBC 0.03% Add +26.1% 725 $46K
Glassman Wealth Services 0.01% Add +5650.0% 690 $43K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 635 $40K
Whittier Trust Co. 0.00% No change 600 $38K
Transce3nd, LLC 0.02% Reduce -20.1% 590 $37K
Stonebridge Financial Group, LLC 0.00% New 560 $35K
Crews Bank & Trust 0.01% New 555 $35K
Roxbury Financial LLC 0.03% Add +0.4% 521 $34K
Armstrong Advisory Group, Inc. 0.00% No change 539 $34K
Stephens Consulting, LLC 0.01% No change 540 $34K
DHJJ Financial Advisors, Ltd. 0.01% Add +30.5% 501 $32K
Wellington Shields & Co., LLC 0.01% No change 500 $32K
SVB Wealth LLC 0.00% New 500 $32K
Fifth Third Bancorp 0.00% Reduce -4.7% 428 $27K
BlackRock, Inc. 0.00% New 419 $26K
Asset Dedication, LLC 0.00% No change 406 $26K
Hopwood Financial Services, Inc. 0.02% No change 395 $25K
Key Financial Inc 0.01% No change 392 $25K
New England Capital Financial Advisors LLC 0.01% No change 388 $24K
Smallwood Wealth Investment Management, LLC 0.02% New 385 $24K
Hazlett, Burt & Watson, Inc. 0.01% Add +74.6% 351 $23K
Nova Wealth Management, Inc. 0.02% No change 357 $22K
Rosenberg Matthew Hamilton 0.01% Add +128.6% 320 $20K
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
CIBC Private Wealth Group LLC 0.00% Reduce -71.2% 318 $18K
Activest Wealth Management 0.00% Add +0.0% 281 $18K
Quadrant Capital Group LLC 0.00% Reduce -30.3% 279 $18K
GW&K Investment Management, LLC 0.00% Reduce -32.5% 270 $17K
Crowley Wealth Management, Inc. 0.01% New 250 $16K
Crewe Advisors LLC 0.00% No change 238 $15K
DiNuzzo Private Wealth, Inc. 0.00% No change 235 $15K
Ascentis Wealth Management, LLC 0.00% New 230 $15K
Pin Oak Investment Advisors Inc. 0.01% No change 206 $13K
Versant Capital Management, Inc 0.00% No change 200 $13K
Halbert Hargrove Global Advisors, LLC 0.00% No change 192 $12K
Vermillion & White Wealth Management Group, LLC 0.01% No change 191 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -6.4% 191 $12K
Ameliora Wealth Management Ltd. 0.00% New 190 $12K
Nemes Rush Group LLC 0.00% Add +117.7% 185 $12K
Copia Wealth Management 0.01% No change 177 $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% No change 163 $10K
AdvisorNet Financial, Inc 0.00% No change 150 $9K
Pacifica Partners Inc. 0.00% No change 150 $9K
Aventura Private Wealth, LLC 0.00% No change 138 $9K
HighMark Wealth Management LLC 0.01% No change 135 $9K
Quest 10 Wealth Builders, Inc. 0.01% No change 134 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 125 $8K
JNBA Financial Advisors 0.00% No change 125 $8K
Wolff Wiese Magana LLC 0.00% No change 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
SouthState Bank Corp 0.00% New 104 $7K
Financial Network Wealth Advisors LLC 0.01% New 100 $6K
Realta Investment Advisors 0.00% Reduce -94.6% 100 $6K
Trust Co 0.00% No change 92 $6K
Whipplewood Advisors, LLC 0.00% Add +2411.1% 2,260 $6K
Salomon & Ludwin, LLC 0.00% No change 90 $6K
GAMMA Investing LLC 0.00% New 80 $5K
Carolinas Wealth Consulting LLC 0.00% Reduce -54.9% 79 $5K
Strengthening Families & Communities, LLC 0.00% No change 78 $5K
WPG Advisers, LLC 0.00% No change 78 $5K
Garde Capital, Inc. 0.00% New 77 $5K
SRH Advisors, LLC 0.00% No change 75 $5K
Morse Asset Management, Inc 0.00% No change 75 $5K
Headlands Technologies LLC 0.00% New 71 $4K
Highline Wealth Partners LLC 0.00% No change 67 $4K
Runnymede Capital Advisors, Inc. 0.00% No change 63 $4K
Clearstead Advisors, LLC 0.00% Add +47.2% 53 $3K
Cornerstone National Bank & Trust Co 0.00% No change 51 $3K
Fourth Dimension Wealth, LLC 0.00% New 50 $3K
Albion Financial Group 0.00% New 43 $3K
West Paces Advisors Inc. 0.00% No change 36 $2K
Park Square Financial Group, LLC 0.00% No change 30 $2K
Prestige Wealth Management Group LLC 0.00% New 30 $2K
Signaturefd, LLC 0.00% No change 30 $2K
Navigoe, LLC 0.00% No change 21 $1K
Sandy Spring Bank 0.00% New 15 $945
Bridge Generations Wealth Management LLC 0.00% No change 9 $567
Concord Wealth Partners 0.00% New 8 $520
Future Financial Wealth Managment LLC 0.00% No change 3 $189
Main Street Group, LTD 0.00% No change 2 $126
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.