First Trust Nasdaq CybersecuCIBRETF

13F holders, Q2 2025 (June 30)
714holders +96
128new positions
34sold out
8famous investors
$75.56avg. 13F price*

At the end of Q2 2025, 714 institutions reported holding First Trust Nasdaq Cybersecu (CIBR) in their 13F filings, up 96 from Q1 2025. 128 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($932.1M), Bank of America Corp. ($588.6M) and UBS Group AG ($420.6M). 8 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions128$107.7M
Exits34$102.5M

All 13F filers, Q1 2025 → Q2 2025: 6,933,880 shares bought and 3,042,987 shares sold, net +3,890,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 714 holders

Morgan Stanley 0.06% Add +5.3% 12,333,143 $932.1M
Bank of America Corp. 0.05% Add +7.2% 7,788,366 $588.6M
UBS Group AG 0.09% Add +2.8% 5,564,735 $420.6M
LPL Financial LLC 0.12% Add +17.2% 4,859,814 $367.3M
Wells Fargo & Company 0.06% Add +4.4% 3,861,331 $291.8M
Royal Bank of Canada 0.03% Add +20.1% 2,296,382 $173.6M
Raymond James Financial Inc. 0.05% Add +4.1% 2,043,480 $154.4M
Ameriprise Financial Inc. 0.03% Add +5.4% 1,384,855 $104.6M
Commonwealth Equity Services, LLC 0.10% Add +5.2% 1,021,316 $77.2M
First Trust Advisors LP 0.06% Add +14.9% 946,172 $71.6M
JPMorgan Chase & Co. 0.00% Reduce -23.2% 773,101 $58.4M
Cwm, LLC 0.19% Add +0.6% 716,543 $54.2M
Envestnet Asset Management Inc. 0.01% Add +8.9% 665,804 $50.3M
Osaic Holdings, Inc. 0.09% Add +15.5% 660,905 $49.9M
Axxcess Wealth Management, LLC 1.19% Add +6.9% 653,877 $49.4M
Capital Asset Advisory Services LLC 2.29% Add +7.2% 657,869 $49.0M
Cetera Investment Advisers 0.08% Add +14.3% 614,539 $46.4M
Stifel Financial Corp. 0.05% Add +23.3% 613,237 $46.4M
Cambridge Investment Research Advisors, Inc. 0.12% Add +19.0% 529,578 $40.0M
Rockefeller Capital Management L.P. 0.08% Add +3.0% 488,475 $38.4M
Private Advisor Group, LLC 0.20% Add +8.5% 497,903 $37.6M
Prudential PLC 0.18% Add +12.9% 393,187 $29.7M
Citigroup Inc. 0.02% Reduce -3.0% 381,955 $28.9M
HighTower Advisors, LLC 0.03% Add +26.8% 348,240 $26.3M
Janney Montgomery Scott LLC 0.07% Add +8.9% 341,479 $25.8M
Northwestern Mutual Wealth Management Co. 0.02% Add +23.7% 327,325 $24.7M
Pinnacle Associates Ltd. 0.34% Add +4.7% 309,681 $23.4M
Kestra Advisory Services, LLC 0.11% Add +0.3% 300,065 $22.7M
Enclave Advisors LLC 3.62% Add +27.9% 296,637 $22.4M
MML Investors Services, LLC 0.06% Add +23.2% 289,337 $21.9M
Parker Investment Management, LLC 3.16% New 272,577 $20.6M
Truist Financial Corp. 0.03% Add +0.6% 258,138 $19.5M
Marks Wealth, LLC 6.05% New 246,900 $18.7M
Modern Wealth Management, LLC 0.46% Add +9.0% 245,253 $18.5M
&partners 0.14% Add +88.8% 244,492 $18.5M
Rockport Wealth LLC 4.24% Add +71.8% 242,212 $18.3M
American Financial Advisors, LLC 2.41% Reduce -2.7% 228,300 $17.3M
PNC Financial Services Group, Inc. 0.01% Reduce -13.9% 219,714 $16.6M
Clearwater Capital Advisors, LLC 1.40% Reduce -3.1% 202,681 $15.3M
Kestra Private Wealth Services, LLC 0.22% Add +1.1% 197,632 $14.9M
Sargent Investment Group, LLC 1.97% Add +2.9% 199,181 $14.5M
Equitable Holdings, Inc. 0.11% Add +22.4% 173,470 $13.1M
NewEdge Advisors, LLC 0.07% Add +37.2% 172,215 $13.0M
Ashton Thomas Private Wealth, LLC 0.44% Reduce -1.0% 166,436 $12.6M
Appleton Partners Inc. 0.87% Add +10.2% 163,057 $12.3M
Qube Research & Technologies Ltd 0.02% Add +235.1% 160,290 $12.1M
Legacy Edge Advisors, LLC 1.61% Reduce -0.2% 159,155 $12.0M
Arkadios Wealth Advisors 0.35% Add +15.8% 155,155 $11.7M
Destiny Wealth Partners, LLC 1.57% Add +8.1% 154,823 $11.7M
Procyon Advisors, LLC 1.10% Reduce -2.5% 154,302 $11.7M
D.A. Davidson & Co. 0.08% Reduce -6.8% 151,109 $11.4M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -6.5% 147,361 $11.2M
Joseph Group Capital Management 3.64% Reduce -0.8% 143,405 $10.8M
Silverleafe Capital Partners, LLC 3.60% Reduce -4.2% 136,686 $10.3M
Jones Financial Companies LLLP 0.01% Add +90.6% 133,301 $9.9M
Good Life Advisors, LLC 0.61% Add +77.4% 130,049 $9.8M
Sanctuary Advisors, LLC 0.06% Add +13.3% 125,967 $9.5M
Avestar Capital, LLC 0.69% Add +14.5% 125,371 $9.5M
Independent Financial Group, LLC 0.26% Add +13.7% 124,987 $9.4M
Mutual Advisors, LLC 0.23% Add +15.9% 120,853 $9.0M
Plotkin Financial Advisors, LLC 4.80% Add +0.1% 115,237 $8.7M
Avantax Advisory Services, Inc. 0.05% Add +15.9% 112,936 $8.5M
Pinnacle Wealth Management Advisory Group, LLC 0.71% Add +2.3% 112,647 $8.5M
Obsidian Personal Planning Solutions LLC 3.42% Add +1.9% 111,837 $8.5M
Susquehanna International Group, LLP 0.01% Reduce -6.1% 109,012 $8.2M
Prospera Financial Services Inc 0.15% Add +49.8% 107,879 $8.2M
IAM Advisory, LLC 1.95% Add +21.3% 107,663 $8.1M
Hobart Private Capital, LLC 1.80% Reduce -8.8% 105,094 $7.9M
Cary Street Partners Financial LLC 0.22% New 101,602 $7.7M
Kiker Wealth Management, LLC 4.30% Add +42.3% 100,945 $7.6M
Sigma Planning Corp 0.23% Add +3.5% 99,998 $7.6M
Steward Partners Investment Advisory, LLC 0.06% Add +10.9% 99,027 $7.5M
Oppenheimer & Co. Inc. 0.10% Reduce -14.1% 98,743 $7.5M
NTV Asset Management LLC 0.88% Add +0.0% 97,212 $7.3M
Creative Planning 0.01% Add +2.1% 96,682 $7.3M
U.S. Capital Wealth Advisors, LLC 0.21% Reduce -16.0% 95,933 $7.3M
Federation des caisses Desjardins du Quebec 0.03% Add +111.0% 95,243 $7.2M
Pine Valley Investments Ltd Liability Co 0.42% Reduce -0.4% 95,131 $7.2M
Sumitomo Mitsui Financial Group, Inc. 0.12% Reduce -0.8% 93,825 $7.1M
Robertson Stephens Wealth Management, LLC 0.24% Add +1422.6% 92,574 $7.0M
Quaker Wealth Management, LLC 2.32% — 91,798 $6.9M
WESPAC Advisors SoCal, LLC 1.53% Add +103.9% 90,881 $6.9M
TD Waterhouse Canada Inc. 0.05% Add +902.2% 91,625 $6.8M
Baird Financial Group, Inc. 0.01% Add +6.2% 89,170 $6.7M
Benjamin Edwards Inc. 0.08% Reduce -21.7% 87,678 $6.6M
Cibc World Market Inc. 0.01% Add +2.5% 86,560 $6.5M
Frisch Financial Group, Inc. 1.60% Add +0.7% 86,442 $6.5M
SFI Advisors, LLC 4.50% Reduce -4.4% 86,109 $6.5M
Cubist Systematic Strategies, LLC 0.07% New 85,824 $6.5M
J.W. Cole Advisors, Inc. 0.13% Add +0.9% 83,696 $6.3M
Stratos Wealth Partners, LTD. 0.09% Add +46.2% 82,451 $6.2M
Comerica Bank 0.02% Add +10.0% 81,605 $6.2M
Stephens Inc. 0.08% Add +7.7% 81,388 $6.2M
Mariner, LLC 0.01% Reduce -16.0% 81,330 $6.1M
Concentrum Wealth Management 1.91% Add +3.3% 80,623 $6.1M
Waverly Advisors, LLC 0.07% Add +0.1% 79,923 $6.0M
Meridian Wealth Management, LLC 0.26% Add +14.7% 79,508 $6.0M
Jaffetilchin Investment Partners, LLC 0.39% Reduce -4.7% 79,390 $6.0M
Dunhill Financial, LLC 1.73% Add +17.6% 79,217 $6.0M
O'Connor Financial Group LLC 2.63% Add +19.8% 78,658 $6.0M
Integrated Wealth Concepts LLC 0.06% Reduce -9.1% 78,894 $6.0M
National Bank of Canada 0.01% Add +5.4% 76,198 $5.8M
Pecaut & Co. 1.83% Add +1.4% 72,954 $5.5M
LeConte Wealth Management, LLC 3.67% Reduce -26.8% 71,669 $5.4M
StoneCrest Wealth Management, Inc. 2.56% Reduce -7.8% 71,167 $5.4M
Granite Investment Partners, LLC 0.26% No change 71,145 $5.4M
Strategic Blueprint, LLC 0.26% Reduce -1.2% 69,807 $5.3M
WealthCare Investment Partners, LLC 1.84% Reduce -0.2% 67,334 $5.1M
Twin Peaks Wealth Advisors, LLC 1.65% Reduce -2.1% 70,633 $5.1M
Beck Capital Management, LLC 1.26% Reduce -9.4% 66,656 $5.0M
Neville Rodie & Shaw Inc. 0.37% Add +30.8% 65,144 $4.9M
Blair William & Co. 0.01% Add +6.3% 63,970 $4.8M
Lanark Financial, Inc. 0.40% Reduce -3.4% 63,677 $4.8M
Wedbush Securities Inc. 0.16% Add +8.2% 61,246 $4.6M
Laurel Wealth Advisors LLC 0.68% Reduce -0.4% 60,010 $4.5M
Cascade Investment Group, Inc. 3.11% Reduce -0.3% 58,994 $4.5M
NORTHSTAR ASSET MANAGEMENT Co 1.01% Reduce -4.9% 57,912 $4.4M
Prime Capital Investment Advisors, LLC 0.06% Reduce -6.9% 56,596 $4.3M
Principal Securities, Inc. 0.08% Add +19.2% 55,885 $4.2M
Pacific Sun Financial Corp 2.20% Reduce -0.6% 55,623 $4.2M
Grey Ledge Advisors, LLC 1.02% Add +5.5% 55,053 $4.2M
Vivid Wealth Management, LLC 1.81% Reduce -5.7% 54,411 $4.1M
BNP Paribas Financial Markets 0.00% Reduce -1.2% 54,344 $4.1M
Bank Hapoalim BM 0.59% Reduce -5.8% 54,335 $4.1M
Renaissance Technologies 0.01% New 53,200 $4.0M
Wealthfront Advisers LLC 0.01% Add +10.5% 52,641 $4.0M
Harbour Investments, Inc. 0.10% Add +5.4% 51,766 $3.9M
Assetmark, Inc. 0.01% Add +7.5% 50,244 $3.8M
Prosperity Financial Group, Inc. 1.61% Reduce -24.5% 49,982 $3.8M
Gladstone Institutional Advisory LLC 0.16% Add +12.0% 49,823 $3.8M
EPG Wealth Management LLC 1.12% Reduce -29.5% 49,215 $3.7M
Florin Court Capital LLP 3.78% Reduce -62.3% 48,900 $3.7M
Cerro Pacific Wealth Advisors LLC 0.98% Reduce -7.2% 46,772 $3.5M
Sandbox Financial Partners, LLC 1.11% Add +8.8% 46,683 $3.5M
Mgo One Seven LLC 0.11% Add +52.4% 45,954 $3.5M
Floyd Financial Group LLC 3.20% Reduce -9.4% 45,634 $3.5M
Nations Financial Group Inc, /Ia/ 0.24% Add +5.3% 45,740 $3.5M
Cresset Asset Management, LLC 0.02% Add +0.1% 45,683 $3.5M
US Bancorp \de 0.00% Add +46.7% 45,642 $3.4M
Corrado Advisors, LLC 2.10% Add +6.2% 45,466 $3.4M
Financial Enhancement Group LLC 0.49% Reduce -1.6% 46,839 $3.4M
Rathbones Group PLC 0.01% Add +16.4% 44,824 $3.4M
Moors & Cabot, Inc. 0.16% Add +2.7% 44,698 $3.4M
Arax Advisory Partners 0.15% Add +12.3% 44,403 $3.4M
Bank of Montreal 0.00% Add +55.4% 44,401 $3.4M
Atria Wealth Solutions, Inc. 0.08% Reduce -38.8% 44,216 $3.3M
Ameritas Advisory Services, LLC 0.17% Reduce -21.3% 44,174 $3.3M
Mainsail Financial Group, LLC 1.53% Reduce -10.9% 44,815 $3.3M
Spectrum Wealth Advisory Group, LLC 1.52% Reduce -1.9% 43,135 $3.3M
Abbot Financial Management, Inc. 1.50% Add +5.5% 43,053 $3.3M
Savoie Capital LLC 0.40% No change 42,829 $3.2M
Kingsview Wealth Management, LLC 0.05% Add +6.8% 42,796 $3.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.44% Add +15.8% 42,477 $3.2M
Perigon Wealth Management, LLC 0.07% Add +356.4% 42,221 $3.2M
PCG Wealth Advisors, LLC 1.63% Add +3.5% 42,120 $3.2M
Rooted Wealth Advisors, Inc. 1.09% Add +14.8% 43,425 $3.2M
Fiduciary Alliance LLC 0.23% Add +9.9% 41,310 $3.1M
Sfmg, LLC 0.23% Add +0.6% 40,531 $3.1M
Phoenix Financial Ltd. 0.04% New 39,725 $3.0M
Concurrent Investment Advisors, LLC 0.06% Add +66.9% 38,742 $2.9M
Evelyn Partners Investment Management (Europe) Ltd 1.05% Reduce -11.7% 38,625 $2.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.38% Reduce -1.0% 38,466 $2.9M
Sherman Asset Management, Inc. 2.48% Reduce -6.9% 37,042 $2.8M
Nomura Asset Management Co. Ltd. 0.01% Reduce -11.1% 37,000 $2.8M
Gateway Wealth Partners, LLC 0.53% Add +0.8% 36,845 $2.8M
Old Second National Bank of Aurora 0.61% Reduce -1.7% 36,726 $2.8M
Scotia Capital Inc. 0.01% Add +6.0% 36,666 $2.8M
LFA - Lugano Financial Advisors SA 1.62% Reduce -50.0% 36,186 $2.7M
IHT Wealth Management, LLC 0.07% Reduce -0.5% 35,528 $2.7M
Main Street Financial Solutions, LLC 0.19% Add +9.7% 35,218 $2.7M
Migdal Insurance & Financial Holdings Ltd. 0.03% Reduce -0.1% 35,191 $2.7M
First Heartland Consultants, Inc. 0.24% Reduce -0.6% 35,075 $2.7M
Wealthcare Advisory Partners LLC 0.06% Add +1.4% 34,538 $2.6M
Focus Partners Wealth 0.01% Add +318.4% 34,391 $2.6M
Crescent Grove Advisors, LLC 0.25% Add +5.2% 34,247 $2.6M
Vontobel Holding Ltd. 0.01% Add +12.8% 33,850 $2.6M
Kingswood Wealth Advisors, LLC 0.20% Add +8.3% 33,738 $2.5M
RFG Advisory, LLC 0.06% Reduce -9.3% 33,447 $2.5M
Sage Capital Management, LLC 1.21% Add +2.4% 33,368 $2.5M
Integrity Wealth Advisors, Inc. 1.75% Add +351.0% 33,024 $2.5M
Great Diamond Partners, LLC 0.52% Reduce -4.9% 32,292 $2.4M
Goldman Sachs Group Inc. 0.00% Reduce -8.5% 32,232 $2.4M
Proactive Wealth Strategies LLC 1.15% Reduce -0.4% 32,146 $2.4M
Advantage Trust Co 1.19% Reduce -0.7% 31,853 $2.4M
Sage Mountain Advisors LLC 0.15% Add +219.8% 31,512 $2.4M
Flagstar Securities, Inc. 0.66% Reduce -0.2% 31,354 $2.4M
Parallel Advisors, LLC 0.05% Add +18.4% 31,331 $2.4M
Sovran Advisors, LLC 0.25% Add +20.6% 30,996 $2.3M
Beacon Pointe Advisors, LLC 0.02% Add +2.2% 30,474 $2.3M
Capital Investment Advisory Services, LLC 0.19% Add +4.3% 30,160 $2.3M
SeaCrest Wealth Management, LLC 0.24% Reduce -4.9% 29,821 $2.3M
Williams Jones Wealth Management, LLC. 0.03% Add +49.7% 29,673 $2.2M
Purus Wealth Management, LLC 0.77% Add +2.2% 29,479 $2.2M
Burke & Herbert Bank & Trust Co. 0.49% Reduce -1.1% 28,980 $2.2M
Ironsides Asset Advisors, LLC 0.63% Reduce -2.0% 28,674 $2.2M
Forefront Wealth Partners, LLC 1.46% Add +16.2% 31,723 $2.1M
Belpointe Asset Management LLC 0.09% Reduce -0.3% 28,093 $2.1M
MPWM Advisory Solutions, LLC 1.33% Add +6.0% 27,791 $2.1M
Synovus Financial Corp. 0.03% Reduce -4.2% 27,435 $2.1M
Level Four Advisory Services, LLC 0.08% Reduce -0.1% 27,380 $2.1M
Fulton Bank, N.A. 0.08% Reduce -0.6% 27,094 $2.0M
Watts Gwilliam & Co., LLC 0.33% New 26,193 $2.0M
IFP Advisors, Inc 0.06% Add +9.5% 26,584 $2.0M
Sowell Financial Services LLC 0.08% Add +20.6% 26,288 $2.0M
Apollon Financial, LLC 0.42% Add +19.8% 26,177 $2.0M
Institute for Wealth Management, LLC. 0.22% Add +2.2% 26,167 $2.0M
International Assets Investment Management, LLC 0.16% Reduce -13.4% 25,888 $2.0M
Mark Sheptoff Financial Planning, LLC 1.04% Reduce -0.3% 25,864 $2.0M
Smith, Moore & Co. 0.16% Add +8.4% 25,642 $1.9M
SCS Capital Management LLC 0.02% Add +0.9% 25,284 $1.9M
Captrust Financial Advisors 0.00% Add +15.8% 24,969 $1.9M
Callan Family Office, LLC 0.06% No change 24,500 $1.9M
Transcendent Capital Group LLC 0.94% New 24,218 $1.8M
FMR LLC 0.00% Add +1.2% 24,076 $1.8M
DHK Financial Advisors, Inc. 1.04% Add +0.1% 24,001 $1.8M
HBK Sorce Advisory LLC 0.05% Add +0.1% 23,826 $1.8M
Snowden Capital Advisors LLC 0.05% Add +2.1% 23,796 $1.8M
Valley National Advisers Inc. 0.29% Reduce -2.4% 23,805 $1.8M
Melone Private Wealth, LLC 0.92% Reduce -2.8% 24,082 $1.8M
Financial Advocates Investment Management 0.15% Reduce -4.4% 23,596 $1.8M
Clear Creek Financial Management, LLC 0.17% Reduce -0.6% 23,447 $1.8M
OneDigital Investment Advisors LLC 0.02% Add +0.7% 23,422 $1.8M
Private Wealth Asset Management, LLC 0.23% Add +3054.4% 23,185 $1.8M
Mayflower Financial Advisors, LLC 0.24% Add +6.3% 22,900 $1.7M
GeoWealth Management, LLC 0.07% Add +32.1% 22,830 $1.7M
PFG Advisors 0.08% Add +6.4% 22,769 $1.7M
Fagan Associates, Inc. 0.25% New 21,750 $1.6M
O'ROURKE & COMPANY, Inc 0.77% Reduce -1.2% 21,732 $1.6M
Essex Financial Services, Inc. 0.11% Add +28.4% 21,504 $1.6M
Tidal Investments LLC 0.01% New 21,482 $1.6M
Citizens Financial Group Inc. 0.03% Reduce -15.1% 20,926 $1.6M
Thrivent Financial for Lutherans 0.00% Add +2.6% 20,478 $1.5M
Tradewinds, LLC. 1.17% New 20,425 $1.5M
Merkkuri Wealth Advisors LLC 1.17% Reduce -6.9% 20,425 $1.5M
Geneos Wealth Management Inc. 0.04% Add +19.4% 20,401 $1.5M
Stegent Equity Advisors, Inc. 1.35% Reduce -9.3% 20,209 $1.5M
Valtrion Capital Management, LLC 1.80% Add +4.6% 19,864 $1.5M
Private Advisory Group LLC 0.14% New 19,541 $1.5M
Coastal Bridge Advisors, LLC 0.12% New 19,393 $1.5M
TPG Advisors LLC 1.06% Reduce -1.0% 19,366 $1.5M
CoreCap Advisors, LLC 0.06% Add +0.2% 18,814 $1.4M
D. E. Shaw & Co. 0.00% New 18,710 $1.4M
AE Wealth Management LLC 0.01% Reduce -12.5% 18,651 $1.4M
Mesirow Financial Investment Management, Inc. 0.03% New 18,475 $1.4M
Emerald Advisors, LLC 0.18% Add +3.0% 18,443 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +12.3% 18,419 $1.4M
Seaview Investment Managers LLC 0.29% New 17,907 $1.4M
Magnus Financial Group LLC 0.12% Add +77.7% 17,904 $1.4M
Anson Capital, Inc. 1.09% Reduce -20.8% 17,826 $1.3M
Daymark Wealth Partners, LLC 0.05% Add +4.3% 17,562 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Add +19.2% 17,348 $1.3M
PFG Investments, LLC 0.08% Add +5.1% 17,211 $1.3M
One Capital Management, LLC 0.04% Add +4.0% 17,189 $1.3M
Corient Private Wealth LP 0.00% Add +191.6% 16,857 $1.3M
Sunbelt Securities, Inc. 0.11% Add +3.3% 20,051 $1.3M
Beacon Financial Advisory LLC 0.33% Add +7.0% 16,629 $1.3M
Meitav Investment House Ltd. 0.02% Add +1.2% 16,586 $1.3M
Clarius Group, LLC 0.07% Add +0.1% 16,533 $1.2M
TD Capital Management LLC 0.12% Reduce -0.7% 16,425 $1.2M
Bison Wealth, LLC 0.10% Add +36.7% 16,713 $1.2M
Fearless Solutions, LLC dba Best Invest 0.86% No change 16,276 $1.2M
James Investment Research, Inc. 0.15% Reduce -1.4% 16,206 $1.2M
WealthBridge Capital Management, LLC 0.31% Add +3.9% 16,033 $1.2M
Ellis Investment Partners, LLC 0.24% Add +0.7% 16,030 $1.2M
Cornerstone Wealth Management, LLC 0.07% Add +1.4% 15,909 $1.2M
Northeast Financial Consultants Inc 0.05% Add +92.4% 15,867 $1.2M
Harbor Investment Advisory, LLC 0.11% Add +2.7% 15,744 $1.2M
PMG Wealth Management, Inc. 0.96% New 15,468 $1.2M
Dynamic Advisor Solutions LLC 0.04% Add +2.6% 15,425 $1.2M
Avior Wealth Management, LLC 0.04% Add +4.2% 15,379 $1.2M
Cerity Partners LLC 0.00% Add +38.9% 15,351 $1.2M
Jacobi Capital Management LLC 0.08% Add +8.9% 15,285 $1.2M
Wisconsin Wealth Advisors, LLC 1.32% Reduce -3.3% 15,232 $1.2M
OneAscent Financial Services LLC 0.08% Add +156.6% 15,172 $1.1M
Citadel Advisors 0.00% Add +64.4% 14,991 $1.1M
Advisory Services Network, LLC 0.02% Add +20.1% 15,469 $1.1M
Garden State Investment Advisory Services LLC 0.30% Reduce -28.1% 14,871 $1.1M
Lido Advisors, LLC 0.01% Add +2.4% 14,756 $1.1M
Redhawk Wealth Advisors, Inc. 0.14% New 14,593 $1.1M
Prosperity Consulting Group, LLC 0.08% Add +44.3% 14,583 $1.1M
Flagship Harbor Advisors, LLC 0.05% Add +91.1% 14,561 $1.1M
Northwest Financial Advisors 1.52% Reduce -4.0% 14,432 $1.1M
Richmond Investment Services, LLC 0.23% Add +44.7% 14,427 $1.1M
Global Retirement Partners, LLC 0.03% — 14,376 $1.1M
Insigneo Advisory Services, LLC 0.09% Add +64.4% 14,356 $1.1M
Horizon Wealth Management, LLC 0.19% New 14,281 $1.1M
Capital Fund Management S.A. 0.01% New 14,100 $1.1M
Richard W. Paul & Associates, LLC 0.38% Reduce -11.8% 14,088 $1.1M
Western Wealth Management, LLC 0.06% Add +1.6% 14,029 $1.1M
Crown Wealth Group, LLC 0.39% Reduce -3.4% 13,894 $1.1M
L.M. Kohn & Company 0.28% Reduce -8.3% 13,863 $1.0M
Koshinski Asset Management, Inc. 0.08% Add +51.0% 13,739 $1.0M
Triumph Capital Management 0.31% Add +31.3% 13,634 $1.0M
Centaurus Financial, Inc. 0.06% Add +40.7% 13,371 $1.0M
LM Advisors LLC 0.13% No change 13,111 $991K
Fairview Capital Investment Management, LLC 0.05% No change 13,100 $990K
Merit Financial Group, LLC 0.01% Add +108.4% 12,850 $971K
Comprehensive Financial Consultants Institutional, Inc. 0.32% Add +36.1% 12,787 $966K
Beaumont Asset Management, L.L.C. 0.51% Add +23.9% 12,618 $954K
DeDora Capital, Inc. 0.25% Add +5.6% 12,560 $949K
Valeo Financial Advisors, LLC 0.02% Add +205.7% 12,515 $946K
Goldstone Financial Group, LLC 0.12% Add +13.2% 12,379 $940K
James J. Burns & Company, LLC 0.15% No change 12,321 $931K
Gotham Asset Management 0.01% Add +1.4% 12,215 $923K
Williams & Novak, LLC 0.78% New 12,210 $923K
Moloney Securities Asset Management, LLC 0.11% Add +0.0% 11,834 $894K
GPS Wealth Strategies Group, LLC 0.10% Add +785.6% 11,823 $894K
Mirador Capital Partners LP 0.14% Reduce -0.1% 11,571 $875K
CX Institutional 0.03% Reduce -86.0% 11,312 $855K
StoneX Group Inc. 0.04% Add +11.7% 11,270 $852K
Investment Management Corp. /Va/ 0.77% Add +48.8% 11,243 $850K
Medallion Wealth Advisors, LLC 0.33% Reduce -11.9% 11,335 $846K
Pursue Wealth Partners LLC 0.48% No change 11,158 $843K
Intellus Advisors LLC 0.12% New 10,955 $828K
Global Financial Private Client, LLC 0.31% Add +0.8% 10,926 $826K
Moran Wealth Management, LLC 0.03% Add +80.9% 10,905 $824K
Plan Group Financial, LLC 0.27% Add +23.6% 10,897 $824K
SFG Wealth Management, LLC. 0.50% Add +0.2% 10,868 $821K
RoundAngle Advisors LLC 0.68% Add +3.6% 10,812 $817K
YANKCOM Partnership 0.40% No change 10,754 $813K
Natixis Advisors, LLC 0.00% New 10,688 $808K
American Institute for Advanced Investment Management, LLP 0.57% Add +3.3% 10,635 $804K
Midwest Trust Co 0.01% — 10,625 $803K
River Street Advisors LLC 0.34% Add +9.0% 10,570 $799K
Focus Partners Advisor Solutions, LLC 0.01% Add +13.3% 10,464 $791K
Bensler, LLC 0.09% Add +8.8% 10,270 $776K
Morey & Quinn Wealth Partners, LLC 0.61% Reduce -0.3% 10,162 $768K
Alteri Wealth LLC 0.30% Add +2.1% 10,078 $762K
Kraematon Investment Advisors, Inc. 0.71% Reduce -1.7% 9,939 $751K
Global Trust Asset Management, LLC 0.40% Add +25.6% 9,840 $744K
FSM Wealth Advisors, LLC 0.12% New 9,680 $733K
Wellington Shields Capital Management, LLC 0.12% Reduce -3.5% 9,600 $726K
Ignite Planners, LLC 0.13% Add +26.3% 9,711 $721K
Fortis Advisors, LLC 0.46% Reduce -7.2% 9,523 $720K
Brevan Howard Capital Management LP 0.01% Reduce -77.2% 9,504 $718K
Altus Wealth Group LLC 0.31% Reduce -1.5% 9,349 $707K
Apollon Wealth Management, LLC 0.01% Reduce -3.6% 9,165 $693K
Apeiron RIA LLC 0.18% Reduce -6.0% 9,163 $693K
Castle Rock Wealth Management, LLC 0.16% Reduce -35.5% 9,183 $688K
CW Advisors, LLC 0.01% Add +0.7% 8,973 $678K
FineMark National Bank & Trust 0.02% Reduce -5.3% 8,972 $678K
Glass Jacobson Investment Advisors llc 0.26% Reduce -0.7% 8,968 $678K
Efficient Advisors, LLC 0.04% New 8,921 $674K
Wealthspire Advisors, LLC 0.00% Add +22.6% 8,912 $674K
PKS Advisory Services, LLC 0.17% Add +3.1% 8,886 $672K
Tranquilli Financial Advisor LLC 0.42% New 8,876 $671K
Harvest Investment Services, LLC 0.15% New 8,842 $668K
Tradition Wealth Management, LLC 0.05% Add +51.2% 8,830 $667K
Glenmede Investment Management, LP 0.00% — 8,818 $666K
Ergawealth Advisors, Inc. 0.30% New 8,749 $661K
EP Wealth Advisors, LLC 0.00% Add +99.0% 8,736 $660K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -3.9% 8,672 $655K
Solutions 4 Wealth, Ltd 1.09% Add +9.1% 8,657 $654K
Kaizen Financial Strategies 0.33% Add +1.3% 8,656 $654K
MAI Capital Management 0.00% Add +1.6% 8,536 $645K
United Advisor Group, LLC 0.11% Add +1.0% 8,439 $638K
Farther Finance Advisors, LLC 0.01% Add +38.2% 8,382 $633K
Spectrum Asset Management, Inc. (NB/CA) 0.27% New 8,295 $627K
Legacy Investment Solutions, LLC 0.33% — 8,202 $620K
Legacy Wealth Managment, LLC 0.33% Add +25.6% 8,202 $620K
Davis R M Inc. 0.01% No change 8,060 $609K
Balance Wealth Partners LLC 0.35% Add +1.4% 8,006 $605K
Rye Brook Capital LLC 0.63% No change 8,000 $605K
Resurgent Financial Advisors LLC 0.33% Reduce -0.7% 7,916 $598K
Westshore Wealth, LLC 0.23% No change 7,897 $597K
Compound Planning, Inc. 0.02% Add +17.7% 7,886 $596K
Intellectus Partners, LLC 0.13% Add +77.8% 7,860 $594K
FFG Partners, LLC 0.20% Add +1.7% 7,829 $592K
Integrity Alliance, Llc. 0.03% Reduce -3.1% 7,755 $586K
Y.D. More Investments Ltd 0.04% Add +14.0% 7,748 $584K
Park Avenue Securities LLC 0.01% Add +20.5% 7,698 $582K
Ameritas Investment Partners, Inc. 0.02% Add +0.2% 7,660 $579K
Arq Wealth Advisors, LLC 0.20% No change 9,047 $570K
Arete Wealth Advisors, LLC 0.04% Add +20.0% 7,364 $557K
Glen Eagle Advisors, LLC 0.09% Add +2.6% 7,319 $553K
Commerce Bank 0.00% Add +5.0% 7,299 $552K
Triton Wealth Management, PLLC 0.24% — 7,407 $551K
Tudor Investment Corporation 0.00% New 7,265 $549K
Old Mission Capital LLC 0.01% Reduce -96.6% 7,264 $549K
Barclays PLC 0.00% Reduce -12.5% 7,256 $548K
Interchange Capital Partners, LLC 0.13% Reduce -1.5% 7,222 $546K
Millennium Management 0.00% Reduce -85.2% 7,216 $545K
Prepared Retirement Institute LLC 0.32% Add +3.8% 7,097 $536K
Afg Fiduciary Services Limited Partnership 0.34% Add +47.6% 7,138 $531K
Quantum Private Wealth, LLC 0.17% Reduce -1.4% 7,021 $531K
Atria Investments, Inc 0.01% Reduce -18.5% 6,940 $525K
Focus Financial Network, Inc. 0.02% Add +32.6% 6,905 $522K
Boreal Capital Management LLC 0.50% — 6,875 $520K
HB Wealth Management, LLC 0.00% Reduce -74.5% 6,870 $519K
MMBG Investment Advisors Co. 0.05% No change 6,836 $517K
Debussy Capital Management LP 0.08% Reduce -2.6% 6,835 $517K
KPP Advisory Services LLC 0.08% Add +11.1% 6,813 $515K
Cottonwood Capital Advisors, LLC 0.35% Reduce -2.0% 6,810 $515K
GTS Securities LLC 0.02% Reduce -92.8% 6,790 $513K
Aurora Private Wealth, Inc. 0.38% Add +14.3% 6,739 $509K
Golden State Wealth Management, LLC 0.06% Add +7.1% 6,730 $509K
Castleview Partners, LLC 0.33% Add +12.2% 6,710 $507K
Spire Wealth Management 0.02% Add +0.2% 6,687 $505K
Caldwell Trust Co 0.05% Reduce -1.5% 6,671 $504K
Global Assets Advisory, LLC 0.20% Reduce -59.8% 6,731 $501K
Apexium Financial, LP 0.03% No change 6,605 $499K
Keystone Wealth Services, LLC 0.12% Reduce -38.1% 6,580 $497K
IFG Advisory, LLC 0.02% Add +0.4% 6,568 $496K
Rothschild Investment LLC 0.03% No change 6,549 $495K
Fiduciary Trust Co 0.01% No change 6,545 $495K
Trademark Financial Management, LLC 0.30% New 6,523 $493K
Consolidated Portfolio Review Corp 0.07% Reduce -14.0% 6,512 $492K
Alliancebernstein L.P. 0.00% Add +6.0% 6,465 $489K
Balboa Wealth Partners 0.10% Add +12.9% 6,465 $489K
Wagner Wealth Management, LLC 0.11% Reduce -9.3% 6,455 $488K
KFG Wealth Management, LLC 0.08% Add +1.1% 6,402 $484K
Larson Financial Group LLC 0.02% Add +6.8% 6,364 $481K
Pure Financial Advisors, LLC 0.01% Reduce -0.6% 6,323 $478K
Mason & Associates Inc 0.11% No change 6,256 $473K
Keystone Financial Group 0.04% Add +33.9% 6,200 $469K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +9.9% 6,199 $469K
Americana Partners, LLC 0.02% Reduce -0.4% 6,155 $465K
Unconventional Investor, LLC 0.25% No change 6,073 $459K
Maridea Wealth Management LLC 0.12% New 6,067 $459K
Tsfg, LLC 0.08% Add +2.4% 6,050 $457K
Kickstand Ventures, Llc. 0.11% Add +5.0% 6,044 $457K
Tidemark, LLC 0.15% Reduce -11.2% 6,032 $456K
Barometer Capital Management Inc. 0.13% New 6,000 $453K
Sunpointe, LLC 0.18% No change 5,951 $450K
Mercer Global Advisors Inc. 0.00% Add +18.6% 5,937 $449K
Claro Advisors Inc. 0.07% Add +1.3% 5,900 $446K
Ieq Capital, LLC 0.00% Add +15.1% 5,854 $442K
Cozad Asset Management Inc. 0.04% Add +53.0% 5,744 $434K
Buska Wealth Management, LLC 0.12% Reduce -93.2% 5,665 $428K
Orion Porfolio Solutions, LLC 0.00% Add +23.4% 5,645 $427K
Owen LaRue, LLC 0.18% Add +50.7% 5,594 $423K
Valmark Advisers, Inc. 0.01% Add +0.1% 5,572 $421K
Nilsine Partners, LLC 0.04% Reduce -5.9% 5,560 $420K
J2 Capital Management Inc 0.33% New 5,515 $417K
Sequoia Financial Advisors, LLC 0.00% New 5,338 $403K
Johnson Investment Counsel Inc. 0.00% Add +2.1% 5,302 $401K
HSBC Holdings PLC 0.00% No change 5,200 $393K
Visionary Wealth Advisors 0.02% Add +0.1% 5,159 $390K
Newman Dignan & Sheerar, Inc. 0.09% New 5,138 $388K
Aspen Investment Management Inc 0.16% Add +12.2% 5,064 $383K
Brookstone Capital Management 0.01% Add +12.0% 5,048 $382K
Founders Financial Alliance, LLC 0.09% Add +14.0% 5,024 $380K
Ausdal Financial Partners, Inc. 0.02% New 4,907 $371K
Acorn Wealth Advisors, LLC 0.14% Reduce -1.4% 4,880 $369K
Princeton Global Asset Management LLC 0.07% Add +26.3% 4,800 $363K
Madison Wealth Partners, Inc 0.08% Add +11.7% 4,775 $361K
BCS Wealth Management 0.08% No change 4,750 $359K
Calton & Associates, Inc. 0.06% New 4,729 $357K
IPG Investment Advisors LLC 0.07% No change 4,727 $357K
Gilman Hill Asset Management, LLC 0.06% Reduce -26.1% 4,680 $354K
Silver Oak Securities, Incorporated 0.03% New 4,654 $352K
Allworth Financial LP 0.00% Add +0.4% 4,635 $350K
Leigh Baldwin & Co., LLC 0.23% New 4,631 $350K
ORG Partners LLC 0.08% Add +5.5% 4,692 $349K
Aptus Capital Advisors, LLC 0.00% Add +2.6% 4,615 $349K
Herbst Group, LLC 0.21% New 4,600 $348K
MTM Investment Management, LLC 0.12% No change 4,600 $348K
Ally Invest Advisors Inc. 0.03% Add +4.1% 4,599 $348K
CreativeOne Wealth, LLC 0.01% Add +37.8% 4,598 $348K
Archford Capital Strategies, LLC 0.04% Add +0.1% 4,583 $346K
Brown Advisory Inc. 0.00% Add +37.6% 4,563 $345K
First Citizens Bank & Trust Co. 0.01% New 4,541 $343K
Symphony Financial Services, Inc. 0.20% Add +21.6% 4,506 $341K
Endowment Wealth Management, Inc. 0.17% Add +20.6% 4,471 $338K
Manufacturers Life Insurance Company, The 0.00% New 4,390 $332K
Choice Wealth Advisors LLC 0.15% No change 4,387 $332K
Herold Advisors, Inc. 0.07% Reduce -6.8% 4,384 $331K
Chapin Davis, Inc. 0.09% No change 4,348 $329K
Rwa Wealth Partners, LLC 0.00% Add +0.1% 4,309 $326K
Valued Retirements, Inc. 0.37% New 4,293 $324K
Stablepoint Partners, LLC 0.05% No change 4,261 $322K
World Investment Advisors 0.01% Add +8.4% 4,252 $321K
Tempus Wealth Planning, LLC 0.08% No change 4,239 $320K
Modera Wealth Management, LLC 0.00% Add +0.1% 4,228 $320K
TrueWealth Advisors, LLC 0.09% Add +0.6% 4,212 $318K
Moneta Group Investment Advisors LLC 0.00% New 4,197 $317K
Northern Trust Corp. 0.00% Reduce -68.2% 4,173 $315K
Allie Family Office LLC 0.16% No change 4,158 $314K
NWF Advisory Services Inc. 0.04% Add +4.3% 4,151 $314K
Curran Financial Partners, LLC 0.07% Add +29.6% 4,143 $313K
Private Trust Co. NA 0.03% Add +48.8% 4,115 $311K
AdvisorNet Financial, Inc 0.02% Add +2619.3% 4,079 $308K
AQR Capital Management 0.00% New 4,022 $304K
Gitterman Wealth Management, LLC 0.07% Add +5.1% 3,991 $302K
Stonebridge Financial Planning Group, LLC 0.13% Reduce -34.8% 3,985 $301K
Crestwood Advisors Group, LLC 0.01% No change 3,970 $300K
Wealth Management Associates, Inc. 0.12% New 3,952 $299K
Wedmont Private Capital 0.01% No change 3,901 $298K
DAVENPORT & Co LLC 0.00% New 3,932 $297K
Simplex Trading, LLC 0.01% New 3,919 $296K
Guyasuta Investment Advisors Inc. 0.02% New 3,825 $289K
Centricity Wealth Management, LLC 0.23% Add +8.4% 3,821 $289K
LJI Wealth Management, LLC 0.05% Add +16.8% 3,817 $288K
Obsidian Cio, LLC 0.04% Add +6.8% 3,793 $287K
Moseley Investment Management Inc. 0.10% No change 3,761 $284K
Traction Financial Partners, LLC 0.19% New 3,707 $280K
Perennial Investment Advisors, LLC 0.03% Add +2.2% 3,669 $277K
Omega Financial Group, LLC 0.10% New 3,631 $274K
tru Independence LLC 0.08% Add +0.1% 3,629 $274K
WMG Financial Advisors, LLC 0.10% Add +7.2% 3,624 $274K
Thrive Capital Management, LLC 0.09% Reduce -37.6% 3,600 $272K
Alpine Woods Capital Investors, LLC 0.06% No change 3,600 $272K
Evoke Wealth, LLC 0.01% No change 3,600 $272K
Unique Wealth, LLC 0.04% New 3,555 $269K
Bulltick Wealth Management, LLC 0.07% Add +4.8% 3,534 $267K
Wolverine Trading, LLC 0.01% New 3,545 $264K
Advisor OS, LLC 0.03% New 3,489 $264K
WESPAC Advisors, LLC 0.18% New 3,488 $264K
KMG Fiduciary Partners, LLC 0.02% No change 3,462 $262K
Signet Financial Management, LLC 0.03% Add +5.2% 3,456 $261K
Wealth Effects LLC 0.10% Reduce -22.5% 3,448 $261K
Pallas Capital Advisors LLC 0.01% Reduce -63.6% 3,423 $259K
Evelyn Partners Asset Management Ltd 0.06% No change 3,361 $254K
Trilogy Capital Inc. 0.01% New 3,351 $253K
Huntleigh Advisors, Inc. 0.05% Reduce -8.5% 3,342 $253K
Cypress Wealth Services, LLC 0.04% No change 3,320 $251K
Birchcreek Wealth Management, LLC 0.14% No change 3,307 $250K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -9.6% 3,306 $250K
Plum Street Advisors, LLC 0.11% Reduce -13.2% 3,278 $248K
Chicago Partners Investment Group LLC 0.01% Reduce -0.1% 3,296 $245K
Evolution Wealth Advisors, LLC 0.04% New 3,240 $245K
Onyx Bridge Wealth Group LLC 0.03% New 3,229 $244K
WNY Asset Management, LLC 0.03% Reduce -5.0% 3,185 $241K
Quantinno Capital Management LP 0.00% New 3,176 $240K
Narus Financial Partners, LLC 0.07% New 3,176 $240K
Macroview Investment Management LLC 0.20% New 3,173 $240K
Transcend Capital Advisors, LLC 0.02% New 3,168 $239K
Private Capital Management, LLC 0.02% New 3,135 $237K
Allen Capital Group, LLC 0.02% New 3,127 $236K
Trexquant Investment LP 0.00% New 3,100 $234K
Composition Wealth, LLC 0.00% New 3,090 $234K
Fisher Asset Management 0.00% New 3,075 $232K
Summit Financial Wealth Advisors, LLC 0.04% New 3,075 $232K
Prosperity Wealth Management, Inc. 0.09% New 3,070 $232K
Clarendon Private LLC 0.22% New 3,061 $231K
Tiaa Trust, National Association 0.00% New 3,056 $231K
Banco Santander, S.A. 0.00% New 3,050 $231K
Guardian Wealth Advisors, LLC / NC 0.02% No change 3,016 $228K
Venture Visionary Partners LLC 0.01% New 3,007 $227K
Clarity Capital Partners LLC 0.08% New 3,002 $227K
JBR Co Financial Management Inc 0.11% Reduce -7.7% 2,994 $226K
Bernard Wealth Management Corp. 0.10% New 2,990 $226K
Keel Point, LLC 0.01% New 2,978 $225K
Baldwin Wealth Partners LLC 0.02% New 2,977 $225K
Choate Investment Advisors 0.00% New 2,933 $222K
Darden Wealth Group Inc 0.13% New 2,930 $221K
Roberts Glore & Co. Inc. 0.06% New 2,925 $221K
MBE Wealth Management, LLC 0.10% New 2,919 $221K
Prospect Financial Services LLC 0.14% New 2,917 $220K
Mayfair Advisory Group, LLC 0.10% New 3,099 $220K
Mirae Asset Global Investments Co., Ltd. 0.00% New 2,900 $219K
William Mack & Associates, Inc. 0.14% New 2,899 $219K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -56.9% 2,894 $219K
Opal Wealth Advisors, LLC 0.06% Reduce -3.1% 2,880 $218K
Accredited Investors Inc. 0.01% New 2,830 $214K
Brown Brothers Harriman & Co. 0.00% Add +102.3% 2,808 $212K
Capital Analysts, LLC 0.01% Add +0.0% 2,798 $211K
One Charles Private Wealth Services, LLC 0.06% New 2,781 $210K
Creative Financial Designs Inc. 0.02% Reduce -6.7% 2,772 $210K
Viawealth, LLC 0.12% New 2,754 $208K
Betterment LLC 0.00% New 2,751 $208K
Fortress Private Ledger, LLC 0.09% New 2,729 $206K
Financial Partners Group, Inc 0.03% New 2,707 $205K
Synergy Investment Management, LLC 0.12% No change 2,702 $204K
Hemington Wealth Management 0.03% No change 2,711 $204K
Financial Engines Advisors L.L.C. 0.00% New 2,701 $204K
Crux Wealth Advisors 0.09% New 2,697 $204K
Wealth Watch Advisors, INC 0.12% New 2,696 $204K
Quadcap Wealth Management, LLC 0.03% New 2,694 $204K
NewEdge Wealth, LLC 0.00% Reduce -36.8% 2,850 $203K
Fusion Capital, LLC 0.07% New 2,677 $202K
ExodusPoint Capital Management, LP 0.00% New 2,669 $202K
Riverview Capital Advisers, LLC 0.06% New 2,669 $202K
Nwam LLC 0.01% New 2,764 $201K
Pines Wealth Management, LLC 0.07% New 2,645 $201K
BlackRock, Inc. 0.00% Add +493.1% 2,485 $188K
Group One Trading LLC 0.01% New 2,468 $187K
REAP Financial Group, LLC 0.04% Add +0.0% 2,381 $180K
Front Row Advisors LLC 0.06% Add +1.3% 2,316 $175K
Accredited Wealth Management, LLC 0.13% Add +0.7% 2,093 $158K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -0.8% 2,078 $157K
Archer Investment Corp 0.04% Reduce -5.1% 2,033 $154K
Pinnacle Bancorp, Inc. 0.05% No change 1,941 $147K
WealthShield Partners, LLC 0.02% Add +0.1% 1,836 $139K
Clark Wealth Partners 0.09% New 1,802 $136K
Financial Freedom, LLC 0.07% Add +0.1% 1,791 $135K
Banque Cantonale Vaudoise 0.01% Reduce -31.8% 1,745 $132K
Hanson & Doremus Investment Management 0.02% No change 1,710 $129K
Strategic Wealth Partners, Ltd. 0.01% — 1,672 $126K
Friedenthal Financial 0.07% Reduce -7.3% 1,671 $126K
Fairscale Capital, LLC 0.09% No change 1,728 $126K
Evolution Wealth Management Inc. 0.15% — 1,647 $124K
Salomon & Ludwin, LLC 0.01% Add +1738.9% 1,655 $123K
O'shaughnessy Asset Management, LLC 0.00% Reduce -13.5% 1,604 $121K
Trust Co. of Toledo NA 0.01% New 1,520 $115K
Team Financial Group, LLC 0.06% New 1,494 $113K
Biltmore Family Office, LLC 0.02% New 1,289 $97K
Smithfield Trust Co 0.00% Add +27.5% 1,275 $97K
Advisors Preferred, LLC 0.02% New 1,296 $96K
McIlrath & Eck, LLC 0.01% Add +0.2% 1,266 $96K
Register Financial Advisors LLC 0.04% No change 1,244 $94K
Clearstead Advisors, LLC 0.00% Add +2137.7% 1,186 $90K
Russell Investments Group, Ltd. 0.00% Add +30.9% 1,185 $90K
Murphy & Mullick Capital Management Corp 0.07% Reduce -14.4% 1,184 $89K
New England Asset Management Inc. 0.01% No change 1,150 $87K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,120 $85K
SBI Securities Co., Ltd. 0.00% Add +0.5% 1,105 $84K
Bangor Savings Bank 0.01% No change 1,100 $83K
Creekmur Asset Management LLC 0.01% No change 1,034 $78K
Westside Investment Management, Inc. 0.01% No change 857 $65K
Bell Investment Advisors, Inc 0.01% No change 850 $64K
Investment Research & Advisory Group, Inc. 0.02% No change 840 $63K
Inlight Wealth Management, LLC 0.03% No change 839 $63K
BOK Financial Private Wealth, Inc. 0.00% No change 830 $63K
Hazlett, Burt & Watson, Inc. 0.03% Add +130.8% 810 $62K
Stonehage Fleming Financial Services Holdings Ltd 0.00% Add +27.7% 811 $61K
N.E.W. Advisory Services LLC 0.01% Reduce -48.7% 804 $61K
Bfsg, LLC 0.01% No change 750 $57K
Wilmington Savings Fund Society, FSB 0.00% New 736 $56K
Eastern Bank 0.00% Reduce -54.7% 652 $49K
Whittier Trust Co. 0.00% No change 600 $45K
Hilltop National Bank 0.01% — 585 $44K
Crews Bank & Trust 0.01% No change 555 $42K
Stephens Consulting, LLC 0.01% No change 540 $41K
Armstrong Advisory Group, Inc. 0.00% No change 539 $41K
Brooklyn Investment Group 0.01% New 523 $40K
Transce3nd, LLC 0.02% Reduce -13.1% 513 $39K
Accordant Advisory Group Inc 0.03% Reduce -98.9% 502 $38K
Winnacle Wealth LLC 0.03% New 502 $38K
DHJJ Financial Advisors, Ltd. 0.01% No change 501 $38K
Blue Trust, Inc. 0.00% New 501 $38K
Wellington Shields & Co., LLC 0.01% No change 500 $38K
Roxbury Financial LLC 0.04% Reduce -5.6% 492 $37K
Avalon Trust Co 0.00% New 475 $36K
Elevation Point Wealth Partners, LLC 0.00% New 453 $34K
CIBC Private Wealth Group LLC 0.00% Add +41.5% 450 $34K
Ameriflex Group, Inc. 0.02% Reduce -74.8% 439 $33K
Fifth Third Bancorp 0.00% No change 428 $32K
Asset Dedication, LLC 0.00% No change 406 $31K
Key Financial Inc 0.01% No change 392 $30K
New England Capital Financial Advisors LLC 0.01% Add +0.3% 389 $29K
Smallwood Wealth Investment Management, LLC 0.02% No change 385 $29K
Hollencrest Capital Management 0.00% New 379 $29K
Nova Wealth Management, Inc. 0.02% No change 357 $27K
Hopwood Financial Services, Inc. 0.02% Reduce -12.7% 345 $26K
BankPlus Trust Department 0.01% New 340 $26K
Colonial Trust Advisors 0.00% New 325 $25K
Riggs Asset Managment Co. Inc. 0.01% No change 300 $23K
Webster Bank, N. A. 0.00% No change 300 $23K
MV Capital Management, Inc. 0.00% No change 300 $23K
Sound Income Strategies, LLC 0.00% New 292 $22K
Activest Wealth Management 0.01% No change 281 $21K
JDM Financial Group LLC 0.01% Add +58.8% 270 $20K
GW&K Investment Management, LLC 0.00% No change 270 $20K
Crowley Wealth Management, Inc. 0.02% No change 250 $19K
Realta Investment Advisors 0.01% Add +145.0% 245 $19K
Crewe Advisors LLC 0.00% No change 238 $18K
DiNuzzo Private Wealth, Inc. 0.00% No change 235 $18K
Mountain Hill Investment Partners Corp. 0.01% New 231 $17K
Ascentis Wealth Management, LLC 0.00% No change 230 $17K
Versant Capital Management, Inc 0.00% No change 200 $15K
Financial Network Wealth Advisors LLC 0.02% Add +93.0% 193 $15K
Halbert Hargrove Global Advisors, LLC 0.00% No change 192 $15K
Vermillion & White Wealth Management Group, LLC 0.01% No change 191 $14K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 191 $14K
Ameliora Wealth Management Ltd. 0.01% No change 190 $14K
Nemes Rush Group LLC 0.00% No change 185 $14K
CENTRAL TRUST Co 0.00% Reduce -92.9% 183 $14K
POM Investment Strategies, LLC 0.01% New 182 $14K
Total Investment Management Inc. 0.00% New 181 $14K
Copia Wealth Management 0.01% No change 177 $13K
Strategic Investment Solutions, Inc. 0.00% No change 170 $13K
Coastline Trust Co 0.00% No change 168 $13K
NFSG Corp 0.00% No change 163 $12K
Pin Oak Investment Advisors Inc. 0.01% No change 206 $12K
Pacifica Partners Inc. 0.00% No change 150 $11K
Rosenberg Matthew Hamilton 0.00% Reduce -56.3% 140 $11K
Aventura Private Wealth, LLC 0.00% No change 138 $10K
Kilter Group LLC 0.01% New 137 $10K
HighMark Wealth Management LLC 0.01% No change 135 $10K
Quest 10 Wealth Builders, Inc. 0.01% No change 134 $10K
JNBA Financial Advisors 0.00% No change 125 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 125 $9K
Whipplewood Advisors, LLC 0.00% Reduce -95.0% 114 $9K
Wolff Wiese Magana LLC 0.01% No change 113 $9K
FSA Wealth Management LLC 0.00% No change 112 $8K
Missouri Trust & Investment Co 0.00% New 110 $8K
Abound Wealth Management 0.00% No change 109 $8K
FAS Wealth Partners, Inc. 0.00% No change 104 $8K
SouthState Bank Corp 0.00% No change 104 $8K
Keystone Global Partners, LLC 0.00% New 96 $7K
Trust Co 0.00% No change 92 $7K
GAMMA Investing LLC 0.00% No change 80 $6K
Signaturefd, LLC 0.00% Add +166.7% 80 $6K
WPG Advisers, LLC 0.01% No change 78 $6K
Garde Capital, Inc. 0.00% No change 77 $6K
Morse Asset Management, Inc 0.00% No change 75 $6K
Strengthening Families & Communities, LLC 0.00% Reduce -11.5% 69 $5K
Highline Wealth Partners LLC 0.00% No change 67 $5K
Cornerstone National Bank & Trust Co 0.00% No change 51 $4K
Fourth Dimension Wealth, LLC 0.00% No change 50 $4K
Proathlete Wealth Management LLC 0.00% New 45 $3K
Albion Financial Group 0.00% No change 43 $3K
Park Square Financial Group, LLC 0.00% No change 30 $2K
SOA Wealth Advisors, LLC. 0.00% New 27 $2K
Hantz Financial Services, Inc. 0.00% New 26 $2K
Atlantic Union Bankshares Corp 0.00% New 15 $1K
Navigoe, LLC 0.00% No change 21 $1K
Glassman Wealth Services 0.00% Reduce -98.3% 12 $923
Bridge Generations Wealth Management LLC 0.00% No change 9 $681
Future Financial Wealth Managment LLC 0.00% No change 3 $227
DB Fitzpatrick & Co, Inc 0.00% New 3 $227
Main Street Group, LTD 0.00% No change 2 $151
Pineridge Advisors LLC 0.00% No change 1 $76

"% of holder's portfolio" is CIBR's weight in each manager's 13F, not the share of First Trust Nasdaq Cybersecu the manager owns.