First Trust Nasdaq CybersecuCIBRETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $107.7M |
| Exits | 34 | $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.