First Trust Nasdaq CybersecuCIBRETF

13F holders, Q3 2025 (September 30)
719holders +5
56new positions
48sold out
5famous investors
$76.00avg. 13F price*

At the end of Q3 2025, 719 institutions reported holding First Trust Nasdaq Cybersecu (CIBR) in their 13F filings, up 5 from Q2 2025. 56 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($1.0B) and UBS Group AG ($425.9M). 5 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions56$35.9M
Exits48$70.5M

All 13F filers, Q2 2025 → Q3 2025: 12,723,293 shares bought and 1,641,299 shares sold, net +11,081,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 719 holders

Bank of America Corp. 0.08% Add +90.8% 14,860,424 $1.1B
Morgan Stanley 0.06% Add +6.7% 13,162,306 $1.0B
UBS Group AG 0.08% Add +0.7% 5,603,139 $425.9M
LPL Financial LLC 0.12% Add +10.7% 5,379,159 $408.9M
Wells Fargo & Company 0.07% Add +11.1% 4,291,023 $326.2M
Royal Bank of Canada 0.03% Add +6.5% 2,445,378 $185.9M
Raymond James Financial Inc. 0.06% Add +10.3% 2,253,927 $171.3M
Ameriprise Financial Inc. 0.03% Add +20.0% 1,661,705 $126.3M
Commonwealth Equity Services, LLC 0.11% Add +7.5% 1,098,197 $83.5M
First Trust Advisors LP 0.06% Add +8.6% 1,027,731 $78.1M
Cetera Investment Advisers 0.07% Add +34.4% 825,878 $62.8M
JPMorgan Chase & Co. 0.00% Add +3.4% 799,438 $60.8M
Envestnet Asset Management Inc. 0.02% Add +12.7% 750,335 $57.0M
Osaic Holdings, Inc. 0.08% Add +16.1% 767,459 $56.8M
Cwm, LLC 0.17% Add +2.3% 732,707 $55.7M
Axxcess Wealth Management, LLC 1.10% Add +4.3% 682,151 $51.9M
Stifel Financial Corp. 0.05% Add +10.6% 678,292 $51.6M
Capital Asset Advisory Services LLC 2.21% Add +2.5% 674,230 $51.2M
Cambridge Investment Research Advisors, Inc. 0.13% Add +15.0% 608,927 $46.3M
Private Advisor Group, LLC 0.20% Add +5.4% 524,769 $39.9M
Rockefeller Capital Management L.P. 0.07% Reduce -0.1% 488,173 $37.1M
HighTower Advisors, LLC 0.04% Add +25.3% 436,450 $33.2M
Citigroup Inc. 0.02% Add +7.2% 409,450 $31.1M
Northwestern Mutual Wealth Management Co. 0.02% Add +15.4% 377,844 $28.7M
Janney Montgomery Scott LLC 0.06% Add +4.6% 357,318 $27.2M
Enclave Advisors LLC 4.05% Add +17.6% 348,729 $26.5M
Prudential PLC 0.18% Reduce -16.0% 330,187 $25.1M
Pinnacle Associates Ltd. 0.32% Add +1.7% 314,842 $23.9M
Kestra Advisory Services, LLC 0.11% Add +2.1% 306,258 $23.3M
MML Investors Services, LLC 0.06% Reduce -2.8% 281,367 $21.4M
Truist Financial Corp. 0.03% Add +5.5% 272,254 $20.7M
Rockport Wealth LLC 4.15% Add +10.9% 268,535 $20.4M
&partners 0.13% Add +8.3% 264,831 $20.1M
Modern Wealth Management, LLC 0.37% Add +1.1% 248,047 $18.9M
Bank Hapoalim BM 2.33% Add +338.7% 238,355 $18.1M
Kestra Private Wealth Services, LLC 0.22% Add +11.4% 220,146 $16.7M
PNC Financial Services Group, Inc. 0.01% Reduce -1.3% 216,954 $16.5M
American Financial Advisors, LLC 2.07% Reduce -7.5% 211,211 $16.1M
Jones Financial Companies LLLP 0.01% Add +56.8% 209,035 $15.8M
Equitable Holdings, Inc. 0.11% Add +18.5% 205,571 $15.6M
NewEdge Advisors, LLC 0.07% Add +19.1% 205,189 $15.6M
Clearwater Capital Advisors, LLC 1.28% Reduce -2.8% 196,969 $15.0M
Sargent Investment Group, LLC 2.13% Reduce -1.3% 196,676 $14.9M
D.A. Davidson & Co. 0.09% Add +20.0% 181,365 $13.8M
Independent Financial Group, LLC 0.32% Add +39.8% 174,775 $13.3M
Legacy Edge Advisors, LLC 1.55% Add +8.8% 173,121 $13.2M
Appleton Partners Inc. 0.83% Add +0.0% 163,119 $12.4M
Procyon Advisors, LLC 0.73% Add +5.5% 162,856 $12.4M
Destiny Wealth Partners, LLC 1.46% Add +1.4% 157,067 $11.9M
Ashton Thomas Private Wealth, LLC 0.31% Reduce -5.9% 156,577 $11.9M
Arkadios Wealth Advisors 0.28% Reduce -2.3% 151,628 $11.5M
Mutual Advisors, LLC 0.25% Add +19.8% 144,727 $11.2M
Silverleafe Capital Partners, LLC 3.44% Add +7.2% 146,546 $11.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.7% 144,859 $11.0M
Joseph Group Capital Management 3.11% Add +1.1% 144,932 $11.0M
Sanctuary Advisors, LLC 0.06% Add +2.5% 129,169 $9.8M
Steward Partners Investment Advisory, LLC 0.06% Add +27.6% 126,391 $9.6M
Oppenheimer & Co. Inc. 0.12% Add +25.8% 124,247 $9.4M
Prospera Financial Services Inc 0.16% Add +12.7% 121,527 $9.2M
Baird Financial Group, Inc. 0.01% Add +36.4% 121,636 $9.2M
Plotkin Financial Advisors, LLC 4.40% Add +1.7% 117,180 $8.9M
Avestar Capital, LLC 0.63% Reduce -6.9% 116,764 $8.9M
Pinnacle Wealth Management Advisory Group, LLC 0.66% Add +3.4% 116,449 $8.9M
Obsidian Personal Planning Solutions LLC 3.06% Add +2.0% 114,079 $8.8M
Creative Planning 0.01% Add +12.0% 108,270 $8.2M
Sigma Planning Corp 0.23% Add +6.7% 106,697 $8.1M
IAM Advisory, LLC 1.79% Reduce -2.8% 104,615 $8.0M
Hobart Private Capital, LLC 1.64% Reduce -1.7% 103,337 $7.9M
Beacon Pointe Advisors, LLC 0.07% Add +232.9% 101,455 $7.7M
Pine Valley Investments Ltd Liability Co 0.39% Add +4.6% 99,530 $7.6M
TD Waterhouse Canada Inc. 0.05% Add +6.6% 97,679 $7.5M
Kiker Wealth Management, LLC 3.76% Reduce -2.9% 98,045 $7.5M
Federation des caisses Desjardins du Quebec 0.03% Add +2.2% 97,323 $7.4M
J.W. Cole Advisors, Inc. 0.14% Add +15.7% 96,822 $7.4M
Cary Street Partners Financial LLC 0.19% Reduce -5.7% 95,780 $7.3M
NTV Asset Management LLC 0.79% Reduce -2.0% 95,305 $7.2M
Dunhill Financial, LLC 2.42% Add +19.9% 94,997 $7.2M
Stratos Wealth Partners, LTD. 0.08% Add +11.5% 91,901 $7.0M
Cibc World Market Inc. 0.01% Add +5.7% 91,451 $7.0M
National Bank of Canada 0.01% Add +19.3% 90,922 $6.9M
Frisch Financial Group, Inc. 1.60% Add +4.3% 90,203 $6.9M
Stephens Inc. 0.09% Add +10.6% 90,009 $6.8M
Benjamin Edwards Inc. 0.08% Add +2.6% 89,925 $6.8M
U.S. Capital Wealth Advisors, LLC 0.18% Reduce -6.6% 89,593 $6.8M
Pecaut & Co. 2.18% Add +22.3% 89,255 $6.8M
WESPAC Advisors SoCal, LLC 1.37% Reduce -2.6% 88,498 $6.7M
Quaker Wealth Management, LLC 2.17% Reduce -4.5% 87,649 $6.7M
Sumitomo Mitsui Financial Group, Inc. 0.12% Reduce -7.7% 86,615 $6.6M
SFI Advisors, LLC 4.09% Reduce -1.9% 84,452 $6.4M
Integrated Wealth Concepts LLC 0.06% Add +6.3% 83,887 $6.4M
Waverly Advisors, LLC 0.06% Add +3.1% 82,435 $6.3M
Mariner, LLC 0.01% Add +0.5% 81,771 $6.2M
O'Connor Financial Group LLC 2.60% Add +3.6% 81,465 $6.2M
Jaffetilchin Investment Partners, LLC 0.36% Add +0.2% 79,569 $6.0M
Qube Research & Technologies Ltd 0.01% Reduce -51.2% 78,229 $5.9M
Bank of Montreal 0.00% Add +69.2% 75,132 $5.7M
Warner Group LLC 3.88% — 74,194 $5.6M
Concorde Asset Management, LLC 2.35% — 73,047 $5.6M
Harbour Investments, Inc. 0.13% Add +41.8% 73,402 $5.6M
StoneCrest Wealth Management, Inc. 2.42% Add +2.0% 72,571 $5.5M
Robertson Stephens Wealth Management, LLC 0.17% Reduce -22.0% 72,245 $5.5M
Lanark Financial, Inc. 0.42% Add +12.1% 71,402 $5.4M
Granite Investment Partners, LLC 0.31% No change 71,145 $5.4M
WealthCare Investment Partners, LLC 1.75% Add +4.9% 70,629 $5.4M
Twin Peaks Wealth Advisors, LLC 1.84% Add +0.3% 70,822 $5.4M
Comerica Bank 0.02% Reduce -14.1% 70,100 $5.3M
Neville Rodie & Shaw Inc. 0.38% Add +5.9% 68,985 $5.2M
Prime Capital Investment Advisors, LLC 0.07% Add +21.6% 68,848 $5.2M
Kingswood Wealth Advisors, LLC 0.31% Add +101.9% 68,111 $5.2M
Blair William & Co. 0.01% Add +6.4% 68,068 $5.2M
Integrity Wealth Advisors, Inc. 1.84% Add +104.5% 67,539 $5.1M
Beck Capital Management, LLC 1.16% Reduce -0.6% 66,263 $5.0M
Meridian Wealth Management, LLC 0.19% Reduce -18.1% 65,101 $4.9M
Wedbush Securities Inc. 0.16% Add +4.1% 63,771 $4.8M
Concentrum Wealth Management 1.36% Reduce -23.3% 61,869 $4.7M
Laurel Wealth Advisors LLC 0.64% Reduce -0.3% 59,805 $4.5M
Cascade Investment Group, Inc. 3.00% Add +1.1% 59,630 $4.5M
Principal Securities, Inc. 0.07% Add +6.4% 59,465 $4.5M
Grey Ledge Advisors, LLC 1.02% Add +7.4% 59,141 $4.5M
Assetmark, Inc. 0.01% Add +15.0% 57,759 $4.4M
NORTHSTAR ASSET MANAGEMENT Co 0.93% Reduce -1.1% 57,262 $4.4M
Pacific Sun Financial Corp 2.08% Add +1.8% 56,623 $4.3M
Mgo One Seven LLC 0.09% Add +16.8% 53,680 $4.1M
Rathbones Group PLC 0.02% Add +19.3% 53,491 $4.1M
LeConte Wealth Management, LLC 2.71% Reduce -25.4% 53,486 $4.1M
Csenge Advisory Group 0.19% New 52,699 $4.0M
Wealthfront Advisers LLC 0.01% Reduce -0.7% 52,249 $4.0M
Fiduciary Alliance LLC 0.27% Add +25.9% 51,993 $4.0M
Prosperity Financial Group, Inc. 1.45% Add +3.7% 51,851 $3.9M
Rooted Wealth Advisors, Inc. 1.20% Add +18.2% 51,345 $3.9M
Gladstone Institutional Advisory LLC 0.15% Add +1.8% 50,705 $3.9M
Simon Quick Advisors, LLC 0.17% New 50,467 $3.8M
Cresset Asset Management, LLC 0.02% Add +10.4% 50,428 $3.8M
Concurrent Investment Advisors, LLC 0.07% Add +28.0% 49,607 $3.8M
Cerro Pacific Wealth Advisors LLC 1.03% Add +6.0% 49,579 $3.8M
Vivid Wealth Management, LLC 1.50% Reduce -9.0% 49,523 $3.8M
Moors & Cabot, Inc. 0.16% Add +9.4% 48,899 $3.7M
Corrado Advisors, LLC 1.96% Add +5.7% 48,044 $3.7M
US Bancorp \de 0.00% Add +4.3% 47,587 $3.6M
Sandbox Financial Partners, LLC 1.03% Add +1.7% 47,464 $3.6M
Strategic Blueprint, LLC 0.16% Reduce -32.0% 47,444 $3.6M
Nations Financial Group Inc, /Ia/ 0.22% Add +1.1% 46,268 $3.5M
PCG Wealth Advisors, LLC 1.02% Add +9.4% 46,078 $3.5M
Floyd Financial Group LLC 2.58% Reduce -0.7% 45,338 $3.5M
Mainsail Financial Group, LLC 1.50% Add +2.4% 45,878 $3.5M
EPG Wealth Management LLC 0.92% Reduce -10.3% 44,130 $3.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.39% Add +3.3% 43,868 $3.3M
Migdal Insurance & Financial Holdings Ltd. 0.04% Add +23.9% 43,592 $3.3M
Kingsview Wealth Management, LLC 0.05% Add +0.9% 43,204 $3.3M
Perigon Wealth Management, LLC 0.07% Add +2.1% 43,106 $3.3M
Abbot Financial Management, Inc. 1.38% Reduce -1.1% 42,588 $3.2M
Williams Jones Wealth Management, LLC. 0.04% Add +42.7% 42,355 $3.2M
Spectrum Wealth Advisory Group, LLC 1.32% Reduce -2.8% 41,937 $3.2M
Sfmg, LLC 0.22% Add +3.1% 41,789 $3.2M
BNP Paribas Financial Markets 0.00% Reduce -23.3% 41,667 $3.2M
Florin Court Capital LLP 2.42% Reduce -17.0% 40,600 $3.1M
Ameritas Advisory Services, LLC 0.20% Reduce -10.1% 39,712 $3.0M
Bogart Wealth, LLC 0.12% New 39,411 $3.0M
Evelyn Partners Investment Management (Europe) Ltd 1.03% Add +1.0% 39,006 $3.0M
LFA - Lugano Financial Advisors SA 1.55% Add +6.7% 38,609 $2.9M
Gateway Wealth Partners, LLC 0.39% Add +3.8% 38,229 $2.9M
Great Valley Advisor Group, Inc. 0.06% Add +105.4% 37,839 $2.9M
Geneos Wealth Management Inc. 0.07% Add +85.4% 37,832 $2.9M
Summit Financial, LLC 0.04% New 37,750 $2.9M
Scotia Capital Inc. 0.01% Add +2.7% 37,656 $2.9M
Sherman Asset Management, Inc. 2.43% Reduce -0.0% 37,035 $2.8M
Level Four Advisory Services, LLC 0.10% Add +35.1% 37,001 $2.8M
IHT Wealth Management, LLC 0.07% Add +4.0% 36,953 $2.8M
Forefront Wealth Partners, LLC 0.70% Add +14.6% 36,349 $2.8M
Corient Private Wealth LP 0.00% Add +115.5% 36,322 $2.8M
Old Second National Bank of Aurora 0.57% Reduce -1.4% 36,216 $2.8M
Main Street Financial Solutions, LLC 0.17% Reduce -0.1% 35,179 $2.7M
Focus Partners Wealth 0.00% Add +2.0% 35,083 $2.7M
Phoenix Financial Ltd. 0.03% Reduce -11.8% 35,049 $2.7M
Mark Sheptoff Financial Planning, LLC 1.26% Add +34.3% 34,739 $2.6M
Wealthcare Advisory Partners LLC 0.06% Add +0.4% 34,691 $2.6M
World Equity Group, Inc. 0.60% New 34,631 $2.6M
Apollon Financial, LLC 0.44% Add +32.0% 34,545 $2.6M
Vontobel Holding Ltd. 0.01% Add +1.0% 34,200 $2.6M
Crescent Grove Advisors, LLC 0.24% Reduce -2.0% 33,554 $2.6M
FMR LLC 0.00% Add +39.2% 33,519 $2.5M
Sage Capital Management, LLC 1.14% No change 33,368 $2.5M
Sovran Advisors, LLC 0.22% Add +6.6% 33,047 $2.5M
Sunbelt Securities, Inc. 0.17% Add +63.1% 32,704 $2.5M
Great Diamond Partners, LLC 0.48% Add +0.4% 32,431 $2.5M
Proactive Wealth Strategies LLC 1.05% Reduce -0.6% 31,965 $2.4M
RFG Advisory, LLC 0.05% Reduce -4.5% 31,952 $2.4M
Capital Investment Advisory Services, LLC 0.19% Add +5.1% 31,691 $2.4M
Sage Mountain Advisors LLC 0.14% No change 31,512 $2.4M
Parallel Advisors, LLC 0.04% Add +0.1% 31,374 $2.4M
Institute for Wealth Management, LLC. 0.24% Add +16.0% 30,345 $2.3M
Summit Trail Advisors, LLC 0.03% New 30,290 $2.3M
Captrust Financial Advisors 0.00% Add +20.3% 30,035 $2.3M
Advantage Trust Co 1.02% Reduce -6.5% 29,778 $2.3M
MPWM Advisory Solutions, LLC 1.33% Add +6.1% 29,481 $2.2M
Snowden Capital Advisors LLC 0.06% Add +23.9% 29,481 $2.2M
SeaCrest Wealth Management, LLC 0.24% Reduce -4.4% 28,516 $2.2M
Purus Wealth Management, LLC 0.71% Reduce -1.2% 29,130 $2.2M
Burke & Herbert Bank & Trust Co. 0.47% Reduce -0.3% 28,886 $2.2M
Citizens Financial Group Inc. 0.03% Add +36.2% 28,493 $2.2M
IFP Advisors, Inc 0.06% Add +5.7% 28,107 $2.1M
Smith, Moore & Co. 0.16% Add +9.3% 28,017 $2.1M
Capital Fund Management S.A. 0.02% Add +97.2% 27,800 $2.1M
Belpointe Asset Management LLC 0.08% Reduce -1.6% 27,641 $2.1M
Synovus Financial Corp. 0.02% Reduce -0.1% 27,396 $2.1M
Ironsides Asset Advisors, LLC 0.54% Reduce -4.7% 27,326 $2.1M
Fulton Bank, N.A. 0.07% Reduce -0.1% 27,064 $2.1M
HBK Sorce Advisory LLC 0.05% Add +14.0% 27,155 $2.1M
Goldman Sachs Group Inc. 0.00% Reduce -16.2% 27,020 $2.1M
Essex Financial Services, Inc. 0.12% Add +25.0% 26,881 $2.0M
Watts Gwilliam & Co., LLC 0.33% Add +1.8% 26,666 $2.0M
Flagstar Securities, Inc. 0.61% Reduce -15.8% 26,383 $2.0M
StoneX Group Inc. 0.09% Add +128.2% 25,718 $2.0M
Sowell Financial Services LLC 0.07% Reduce -2.6% 25,597 $1.9M
Private Wealth Asset Management, LLC 0.23% Add +9.8% 25,451 $1.9M
International Assets Investment Management, LLC 0.16% No change 25,888 $1.9M
SCS Capital Management LLC 0.02% No change 25,284 $1.9M
Valley National Advisers Inc. 0.29% Add +5.3% 25,065 $1.9M
OneDigital Investment Advisors LLC 0.02% Add +5.3% 24,667 $1.9M
AE Wealth Management LLC 0.01% Add +32.0% 24,615 $1.9M
Callan Family Office, LLC 0.06% No change 24,500 $1.9M
Melone Private Wealth, LLC 0.83% Add +0.1% 24,096 $1.8M
Coastal Bridge Advisors, LLC 0.14% Add +23.8% 24,013 $1.8M
Bison Wealth, LLC 0.17% Add +40.0% 23,401 $1.8M
Merkkuri Wealth Advisors LLC 1.30% Add +15.7% 23,621 $1.8M
Clear Creek Financial Management, LLC 0.15% Reduce -0.1% 23,416 $1.8M
Millennium Management 0.00% Add +224.2% 23,393 $1.8M
HB Wealth Management, LLC 0.01% Add +229.1% 22,611 $1.7M
PFG Advisors 0.07% Reduce -0.9% 22,566 $1.7M
Fifth Third Securities, Inc. 0.12% New 22,542 $1.7M
Condor Capital Management 0.14% New 22,407 $1.7M
Stegent Equity Advisors, Inc. 1.37% Add +9.6% 22,151 $1.7M
Fagan Associates, Inc. 0.23% Add +1.1% 22,000 $1.7M
Prosperity Consulting Group, LLC 0.08% Add +48.2% 21,608 $1.6M
Thrivent Financial for Lutherans 0.00% Add +4.0% 21,302 $1.6M
O'ROURKE & COMPANY, Inc 0.68% Reduce -2.2% 21,252 $1.6M
Wealth Watch Advisors, INC 0.65% Add +671.9% 20,811 $1.6M
Magnus Financial Group LLC 0.13% Add +16.2% 20,798 $1.6M
Cerity Partners LLC 0.00% Add +35.1% 20,743 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +12.2% 20,720 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -81.1% 20,602 $1.6M
Mayflower Financial Advisors, LLC 0.19% Reduce -11.5% 20,263 $1.5M
Guardian Asset Advisors, LLC 0.82% New 20,170 $1.5M
Moran Wealth Management, LLC 0.05% Add +83.7% 20,027 $1.5M
Emerald Advisors, LLC 0.20% Add +6.5% 19,649 $1.5M
Fig Financial Advisory Services Inc. 0.94% New 19,636 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Add +13.0% 19,604 $1.5M
Valtrion Capital Management, LLC 1.59% Reduce -2.0% 19,465 $1.5M
TPG Advisors LLC 0.97% Add +0.5% 19,458 $1.5M
Castle Rock Wealth Management, LLC 0.32% Add +107.4% 19,047 $1.5M
Kropog Financial Group, LLC 1.18% New 18,969 $1.4M
Daymark Wealth Partners, LLC 0.05% Add +7.9% 18,950 $1.4M
PFG Investments, LLC 0.07% Add +9.2% 18,796 $1.4M
Brevan Howard Capital Management LP 0.02% Add +95.6% 18,592 $1.4M
Y.D. More Investments Ltd 0.08% Add +139.1% 18,523 $1.4M
First Heartland Consultants, Inc. 0.11% Reduce -48.8% 17,953 $1.4M
Ethos Financial Group, LLC 0.11% New 17,951 $1.4M
Advisory Services Network, LLC 0.02% Add +13.9% 17,616 $1.3M
Beacon Financial Advisory LLC 0.31% Add +5.6% 17,556 $1.3M
TD Capital Management LLC 0.12% Add +5.5% 17,334 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +11.8% 17,251 $1.3M
Goldstone Financial Group, LLC 0.15% Add +38.8% 17,179 $1.3M
Fearless Solutions, LLC dba Best Invest 0.83% Add +5.0% 17,092 $1.3M
Anson Capital, Inc. 0.96% Reduce -5.0% 16,926 $1.3M
One Capital Management, LLC 0.04% Reduce -2.1% 16,824 $1.3M
Seaview Investment Managers LLC 0.47% Reduce -7.0% 16,660 $1.3M
Clarius Group, LLC 0.07% No change 16,533 $1.3M
Mercer Global Advisors Inc. 0.00% Add +178.0% 16,507 $1.3M
Ellis Investment Partners, LLC 0.23% Add +2.5% 16,437 $1.2M
Meitav Investment House Ltd. 0.02% Reduce -1.2% 16,386 $1.2M
WealthBridge Capital Management, LLC 0.29% Add +1.4% 16,257 $1.2M
Intellus Advisors LLC 0.17% Add +47.9% 16,200 $1.2M
Cornerstone Wealth Management, LLC 0.07% Add +1.4% 16,125 $1.2M
Jacobi Capital Management LLC 0.07% Add +4.7% 16,001 $1.2M
Silver Oak Securities, Incorporated 0.09% Add +241.8% 15,905 $1.2M
Harbor Investment Advisory, LLC 0.10% Add +0.5% 15,822 $1.2M
PMG Wealth Management, Inc. 0.90% No change 15,468 $1.2M
Avior Wealth Management, LLC 0.04% Reduce -0.0% 15,378 $1.2M
James Investment Research, Inc. 0.13% Reduce -5.2% 15,365 $1.2M
Richmond Investment Services, LLC 0.22% Add +6.2% 15,325 $1.2M
Koshinski Asset Management, Inc. 0.08% Add +10.4% 15,162 $1.2M
Garden State Investment Advisory Services LLC 0.29% Add +1.5% 15,095 $1.1M
Wisconsin Wealth Advisors, LLC 1.09% Reduce -1.4% 15,026 $1.1M
Western Wealth Management, LLC 0.06% Add +5.6% 14,820 $1.1M
Northwest Financial Advisors 1.44% Add +2.2% 14,752 $1.1M
Merit Financial Group, LLC 0.01% Add +14.1% 14,659 $1.1M
Insigneo Advisory Services, LLC 0.08% Add +2.0% 14,648 $1.1M
Global Retirement Partners, LLC 0.02% Add +0.8% 14,490 $1.1M
Centaurus Financial, Inc. 0.05% Add +8.2% 14,470 $1.1M
Richard W. Paul & Associates, LLC 0.37% Add +2.2% 14,393 $1.1M
Lido Advisors, LLC 0.00% Reduce -3.1% 14,301 $1.1M
CoreCap Advisors, LLC 0.04% Reduce -24.1% 14,286 $1.1M
Triumph Capital Management 0.29% Add +4.0% 14,184 $1.1M
Redhawk Wealth Advisors, Inc. 0.12% Reduce -5.5% 13,795 $1.0M
Flagship Harbor Advisors, LLC 0.04% Reduce -6.8% 13,573 $1.0M
Comprehensive Financial Consultants Institutional, Inc. 0.32% Add +5.8% 13,524 $1.0M
D. E. Shaw & Co. 0.00% Reduce -28.4% 13,399 $1.0M
GPS Wealth Strategies Group, LLC 0.11% Add +12.7% 13,322 $1.0M
Crown Wealth Group, LLC 0.30% Reduce -5.3% 13,160 $1.0M
LM Advisors LLC 0.14% No change 13,111 $997K
Fairview Capital Investment Management, LLC 0.05% No change 13,100 $996K
Compound Planning, Inc. 0.03% Add +58.9% 12,532 $953K
Beaumont Asset Management, L.L.C. 0.48% Reduce -1.4% 12,435 $945K
Gotham Asset Management 0.00% Add +1.3% 12,377 $941K
Ignite Planners, LLC 0.15% Add +26.6% 12,296 $935K
Resurgent Financial Advisors LLC 0.45% Add +53.5% 12,149 $923K
Valeo Financial Advisors, LLC 0.02% Reduce -3.5% 12,080 $918K
OneAscent Financial Services LLC 0.06% Reduce -21.2% 11,949 $908K
Marshall Investment Management, LLC 0.48% New 11,812 $898K
James J. Burns & Company, LLC 0.13% Reduce -4.7% 11,739 $892K
Calton & Associates, Inc. 0.13% Add +146.8% 11,673 $887K
Moloney Securities Asset Management, LLC 0.11% Reduce -2.0% 11,602 $882K
GeoWealth Management, LLC 0.03% Reduce -49.9% 11,433 $869K
Farther Finance Advisors, LLC 0.01% Add +36.4% 11,436 $869K
Investment Management Corp. /Va/ 0.75% Add +1.6% 11,425 $868K
DeDora Capital, Inc. 0.21% Reduce -9.3% 11,386 $865K
Tradition Wealth Management, LLC 0.06% Add +28.7% 11,364 $864K
Mirador Capital Partners LP 0.12% Reduce -2.0% 11,336 $862K
Global Financial Private Client, LLC 0.31% Add +3.6% 11,325 $861K
Apeiron RIA LLC 0.19% Add +19.7% 10,970 $844K
River Street Advisors LLC 0.32% Add +4.3% 11,020 $838K
Natixis Advisors, LLC 0.00% Add +3.1% 11,015 $837K
Medallion Wealth Advisors, LLC 0.29% Reduce -3.8% 10,904 $829K
Morey & Quinn Wealth Partners, LLC 0.61% Add +7.0% 10,872 $826K
RoundAngle Advisors LLC 0.64% Add +0.6% 10,871 $826K
Alteri Wealth LLC 0.28% Add +7.7% 10,852 $825K
IFG Advisory, LLC 0.04% Add +64.3% 10,791 $820K
Orion Porfolio Solutions, LLC 0.01% Add +90.8% 10,772 $819K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +24.2% 10,771 $819K
American Institute for Advanced Investment Management, LLP 0.54% Add +1.3% 10,770 $819K
YANKCOM Partnership 0.37% No change 10,754 $817K
SFG Wealth Management, LLC. 0.35% Reduce -1.9% 10,663 $810K
Apollon Wealth Management, LLC 0.01% Add +16.2% 10,652 $810K
Caprock Group, LLC 0.02% — 10,969 $802K
Bensler, LLC 0.08% Add +2.2% 10,499 $798K
Harvest Investment Services, LLC 0.16% Add +17.1% 10,354 $787K
Thoroughbred Financial Services, LLC 0.05% New 10,281 $781K
CX Institutional 0.02% Reduce -9.2% 10,270 $781K
PKS Advisory Services, LLC 0.18% Add +15.4% 10,254 $779K
APS Management Group, Inc. 0.69% — 10,209 $777K
FSM Wealth Advisors, LLC 0.11% Add +4.6% 10,129 $770K
Plan Group Financial, LLC 0.21% Reduce -7.1% 10,125 $770K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -3.6% 10,090 $770K
Tranquilli Financial Advisor LLC 0.45% Add +13.3% 10,061 $765K
Brookstone Capital Management 0.01% Add +98.6% 10,024 $762K
Arq Wealth Advisors, LLC 0.22% Add +7.4% 9,716 $739K
Altus Wealth Group LLC 0.30% Add +3.6% 9,682 $736K
Wellington Shields Capital Management, LLC 0.11% No change 9,600 $730K
Fortis Advisors, LLC 0.41% Add +0.0% 9,524 $724K
Kraematon Investment Advisors, Inc. 0.61% Reduce -5.1% 9,434 $717K
Global Trust Asset Management, LLC 0.32% Reduce -4.6% 9,390 $714K
United Advisor Group, LLC 0.10% Add +11.0% 9,369 $712K
Legacy Wealth Managment, LLC 0.32% Add +13.8% 9,332 $709K
Williams & Novak, LLC 0.54% Reduce -23.9% 9,291 $706K
Midwest Trust Co 0.01% Reduce -13.2% 9,225 $701K
Wealthspire Advisors, LLC 0.00% Add +2.9% 9,174 $697K
Glass Jacobson Investment Advisors llc 0.25% Add +0.1% 8,981 $683K
Group One Trading LLC 0.02% Add +262.8% 8,954 $681K
FineMark National Bank & Trust 0.02% Reduce -0.3% 8,948 $680K
Apexium Financial, LP 0.03% Add +34.5% 8,882 $675K
Unique Wealth, LLC 0.10% Add +148.4% 8,830 $671K
Nomura Asset Management Co. Ltd. 0.00% Reduce -76.5% 8,700 $661K
Solutions 4 Wealth, Ltd 1.02% No change 8,657 $658K
Ausdal Financial Partners, Inc. 0.03% Add +74.4% 8,557 $650K
Paragon Private Wealth Management, LLC 0.21% New 8,418 $640K
Spectrum Asset Management, Inc. (NB/CA) 0.22% Add +0.1% 8,301 $631K
Integrity Alliance, Llc. 0.03% Add +5.8% 8,201 $623K
Kaizen Financial Strategies 0.28% Reduce -3.5% 8,354 $623K
Ameritas Investment Partners, Inc. 0.02% Add +7.0% 8,197 $623K
AQR Capital Management 0.00% Add +100.7% 8,073 $614K
MAI Capital Management 0.00% Reduce -5.5% 8,067 $613K
Rye Brook Capital LLC 0.51% No change 8,000 $608K
Davis R M Inc. 0.01% Reduce -1.2% 7,960 $605K
Westshore Wealth, LLC 0.21% No change 7,897 $600K
Intellectus Partners, LLC 0.12% No change 7,860 $597K
Balance Wealth Partners LLC 0.15% Reduce -2.9% 7,773 $591K
Glen Eagle Advisors, LLC 0.08% Add +4.5% 7,649 $581K
Simplex Trading, LLC 0.01% Add +95.1% 7,645 $581K
Park Avenue Securities LLC 0.00% Reduce -2.1% 7,539 $573K
Triton Wealth Management, PLLC 0.22% No change 7,407 $571K
Maridea Wealth Management LLC 0.09% Add +22.3% 7,418 $567K
Atria Investments, Inc 0.01% Add +7.0% 7,429 $565K
Composition Wealth, LLC 0.01% Add +140.2% 7,421 $564K
Prepared Retirement Institute LLC 0.29% Add +4.5% 7,417 $564K
DAVENPORT & Co LLC 0.00% Add +88.0% 7,391 $562K
GTS Securities LLC 0.02% Add +8.4% 7,362 $560K
Manufacturers Life Insurance Company, The 0.00% Add +67.4% 7,350 $559K
Commerce Bank 0.00% No change 7,299 $555K
Cozad Asset Management Inc. 0.04% Add +26.9% 7,286 $554K
Barclays PLC 0.00% Reduce -0.1% 7,246 $551K
Global Assets Advisory, LLC 0.16% Add +7.4% 7,231 $550K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +16.4% 7,215 $548K
HSBC Holdings PLC 0.00% Add +38.5% 7,200 $547K
Afg Fiduciary Services Limited Partnership 0.32% Reduce -0.4% 7,109 $544K
Interchange Capital Partners, LLC 0.11% Reduce -1.5% 7,114 $541K
Glenmede Investment Management, LP 0.00% Reduce -19.9% 7,068 $537K
Debussy Capital Management LP 0.08% Add +3.1% 7,049 $536K
Quantum Private Wealth, LLC 0.16% Add +0.0% 7,023 $534K
Castleview Partners, LLC 0.29% Add +4.4% 7,005 $532K
Arete Wealth Advisors, LLC 0.03% Reduce -4.9% 7,004 $532K
Curran Financial Partners, LLC 0.10% Add +67.0% 6,921 $526K
Boreal Capital Management LLC 0.50% No change 6,875 $523K
MMBG Investment Advisors Co. 0.05% No change 6,836 $520K
Citadel Advisors 0.00% Reduce -54.4% 6,832 $519K
FFG Partners, LLC 0.14% Reduce -13.0% 6,808 $518K
KFG Wealth Management, LLC 0.07% Add +6.3% 6,806 $517K
Focus Financial Network, Inc. 0.02% Reduce -1.4% 6,805 $517K
KPP Advisory Services LLC 0.08% Reduce -0.3% 6,794 $516K
Cottonwood Capital Advisors, LLC 0.37% Reduce -0.8% 6,758 $514K
Fiduciary Trust Co 0.01% Add +2.5% 6,711 $510K
Spire Wealth Management 0.02% Add +0.2% 6,698 $509K
Caldwell Trust Co 0.05% No change 6,671 $507K
Sequoia Financial Advisors, LLC 0.00% Add +24.0% 6,620 $503K
Solstein Capital, LLC 0.23% New 6,564 $499K
Rothschild Investment LLC 0.03% No change 6,549 $498K
Consolidated Portfolio Review Corp 0.06% Add +0.1% 6,518 $495K
Wagner Wealth Management, LLC 0.11% Add +0.2% 6,467 $492K
Keystone Wealth Services, LLC 0.11% Reduce -2.3% 6,431 $489K
Betterment LLC 0.00% Add +132.7% 6,402 $487K
Visionary Wealth Advisors 0.02% Add +23.1% 6,351 $483K
Pure Financial Advisors, LLC 0.01% No change 6,323 $481K
Mason & Associates Inc 0.10% No change 6,256 $476K
Tidemark, LLC 0.14% Add +2.8% 6,201 $471K
Ieq Capital, LLC 0.00% Add +5.4% 6,168 $469K
Americana Partners, LLC 0.01% No change 6,155 $468K
Balboa Wealth Partners 0.08% Reduce -5.6% 6,103 $464K
Alliancebernstein L.P. 0.00% Reduce -5.7% 6,100 $464K
Unconventional Investor, LLC 0.23% No change 6,073 $462K
Tsfg, LLC 0.07% No change 6,050 $460K
Summit Financial Wealth Advisors, LLC 0.07% Add +95.3% 6,005 $460K
Kickstand Ventures, Llc. 0.10% No change 6,044 $459K
Sunpointe, LLC 0.16% No change 5,951 $452K
Allworth Financial LP 0.00% Add +28.1% 5,937 $451K
Claro Advisors Inc. 0.07% Add +0.5% 5,928 $451K
Aspen Investment Management Inc 0.17% Add +14.6% 5,802 $441K
Golden State Wealth Management, LLC 0.05% Reduce -15.3% 5,702 $433K
Endowment Wealth Management, Inc. 0.20% Add +27.4% 5,697 $433K
Valmark Advisers, Inc. 0.01% No change 5,572 $424K
Nilsine Partners, LLC 0.04% Reduce -0.1% 5,557 $422K
World Investment Advisors 0.01% Add +28.7% 5,472 $416K
Owen LaRue, LLC 0.16% Reduce -4.5% 5,344 $406K
Trademark Financial Management, LLC 0.24% Reduce -18.3% 5,331 $405K
Johnson Investment Counsel Inc. 0.00% Reduce -1.3% 5,232 $398K
Newman Dignan & Sheerar, Inc. 0.09% Add +1.2% 5,201 $395K
AdvisorNet Financial, Inc 0.02% Add +27.5% 5,199 $395K
Private Advisory Group LLC 0.03% Reduce -74.3% 5,017 $381K
Acorn Wealth Advisors, LLC 0.12% Add +2.5% 5,004 $380K
ORG Partners LLC 0.07% Add +5.8% 4,966 $378K
Buska Wealth Management, LLC 0.11% Reduce -12.6% 4,954 $377K
Gilman Hill Asset Management, LLC 0.06% Add +5.3% 4,930 $375K
Founders Financial Alliance, LLC 0.07% Reduce -2.3% 4,911 $373K
Wealth Management Associates, Inc. 0.13% Add +22.9% 4,858 $369K
Narus Financial Partners, LLC 0.10% Add +51.9% 4,825 $367K
Symphony Financial Services, Inc. 0.20% Add +6.7% 4,806 $365K
JBR Co Financial Management Inc 0.15% Add +59.9% 4,788 $364K
Madison Wealth Partners, Inc 0.07% No change 4,775 $363K
BCS Wealth Management 0.08% No change 4,750 $361K
Leigh Baldwin & Co., LLC 0.20% Add +2.1% 4,730 $360K
IPG Investment Advisors LLC 0.06% No change 4,727 $359K
Herbst Group, LLC 0.22% Add +2.2% 4,700 $357K
Wealth Effects LLC 0.11% Add +36.1% 4,693 $357K
Ally Invest Advisors Inc. 0.03% Add +1.5% 4,669 $355K
Aptus Capital Advisors, LLC 0.00% No change 4,615 $351K
Banque Cantonale Vaudoise 0.01% Add +163.3% 4,595 $350K
Black Swift Group, LLC 0.06% New 4,603 $350K
Stonebridge Financial Planning Group, LLC 0.13% Add +15.4% 4,600 $350K
MTM Investment Management, LLC 0.11% No change 4,600 $350K
Archford Capital Strategies, LLC 0.04% Reduce -0.8% 4,547 $346K
First Citizens Bank & Trust Co. 0.01% No change 4,541 $345K
CreativeOne Wealth, LLC 0.01% Reduce -3.1% 4,455 $339K
Choice Wealth Advisors LLC 0.14% No change 4,387 $333K
Chapin Davis, Inc. 0.08% No change 4,348 $330K
Moneta Group Investment Advisors LLC 0.00% Add +2.8% 4,316 $328K
Retirement Planning Group, LLC 0.01% New 4,309 $328K
Rwa Wealth Partners, LLC 0.00% No change 4,309 $327K
Fusion Capital, LLC 0.10% Add +57.9% 4,227 $327K
NewEdge Wealth, LLC 0.00% Add +51.0% 4,303 $325K
Valued Retirements, Inc. 0.37% No change 4,293 $324K
Stablepoint Partners, LLC 0.05% No change 4,261 $324K
TrueWealth Advisors, LLC 0.09% Add +0.5% 4,234 $322K
Brown Advisory Inc. 0.00% Reduce -7.3% 4,230 $322K
Modera Wealth Management, LLC 0.00% No change 4,228 $321K
Capital Analysts, LLC 0.01% Add +50.6% 4,214 $320K
Tidal Investments LLC 0.00% Reduce -80.5% 4,200 $319K
Allie Family Office LLC 0.15% No change 4,158 $316K
Private Trust Co. NA 0.03% Add +0.5% 4,135 $314K
Savvy Advisors, Inc. 0.01% New 4,118 $313K
Tempus Wealth Planning, LLC 0.07% Reduce -3.0% 4,112 $313K
Princeton Global Asset Management LLC 0.05% Reduce -14.6% 4,100 $312K
Wedmont Private Capital 0.01% No change 3,901 $297K
Gitterman Wealth Management, LLC 0.07% Reduce -2.4% 3,894 $296K
Horizon Wealth Management, LLC 0.04% Reduce -72.9% 3,874 $294K
Quantinno Capital Management LP 0.00% Add +21.9% 3,872 $294K
Crestwood Advisors Group, LLC 0.01% Reduce -2.7% 3,863 $294K
Obsidian Cio, LLC 0.04% Reduce -0.4% 3,779 $287K
Northern Trust Corp. 0.00% Reduce -9.7% 3,767 $286K
Moseley Investment Management Inc. 0.09% No change 3,761 $286K
WMG Financial Advisors, LLC 0.10% Add +3.7% 3,759 $286K
LJI Wealth Management, LLC 0.05% Reduce -2.8% 3,710 $282K
Evolution Wealth Advisors, LLC 0.04% Add +14.5% 3,710 $282K
tru Independence LLC 0.07% Add +1.1% 3,668 $279K
Wolverine Trading, LLC 0.01% Add +3.2% 3,658 $278K
Omega Financial Group, LLC 0.09% Reduce -0.5% 3,612 $275K
Alpine Woods Capital Investors, LLC 0.06% No change 3,600 $274K
Evoke Wealth, LLC 0.01% No change 3,600 $274K
Barnes Wealth Management Group, Inc 0.15% New 3,541 $269K
Trilogy Capital Inc. 0.01% Add +5.1% 3,521 $268K
Chicago Partners Investment Group LLC 0.01% Add +3.5% 3,411 $266K
KMG Fiduciary Partners, LLC 0.02% No change 3,462 $263K
MWA Asset Management 0.14% New 3,451 $262K
Cottage Street Advisors LLC 0.11% New 3,429 $261K
Bulltick Wealth Management, LLC 0.06% Reduce -3.1% 3,424 $260K
WESPAC Advisors, LLC 0.15% Reduce -2.6% 3,398 $258K
Banco Santander, S.A. 0.00% Add +11.2% 3,390 $258K
Evelyn Partners Asset Management Ltd 0.06% No change 3,361 $255K
Huntleigh Advisors, Inc. 0.04% No change 3,342 $254K
Rehmann Capital Advisory Group 0.01% New 3,335 $254K
Cypress Wealth Services, LLC 0.04% No change 3,320 $252K
Perennial Investment Advisors, LLC 0.02% Reduce -9.7% 3,313 $252K
Allen Capital Group, LLC 0.02% Add +5.8% 3,308 $251K
Birchcreek Wealth Management, LLC 0.13% No change 3,307 $251K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,306 $251K
Plum Street Advisors, LLC 0.10% No change 3,278 $249K
Onyx Bridge Wealth Group LLC 0.03% Add +0.3% 3,239 $246K
Traction Financial Partners, LLC 0.15% Reduce -14.0% 3,187 $242K
WNY Asset Management, LLC 0.02% No change 3,185 $242K
Macroview Investment Management LLC 0.18% No change 3,173 $241K
Transcend Capital Advisors, LLC 0.02% No change 3,168 $241K
Darden Wealth Group Inc 0.13% Add +7.8% 3,160 $240K
Mayfair Advisory Group, LLC 0.10% Add +1.6% 3,149 $239K
Choreo, LLC 0.00% New 3,138 $239K
Private Capital Management, LLC 0.02% No change 3,135 $238K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +6.9% 3,100 $236K
Byrne Financial Freedom, LLC 0.12% New 3,077 $234K
MBE Wealth Management, LLC 0.10% Add +5.0% 3,066 $233K
Clarendon Private LLC 0.21% No change 3,061 $233K
Pallas Capital Advisors LLC 0.01% Reduce -11.5% 3,029 $230K
Tiaa Trust, National Association 0.00% Reduce -1.2% 3,019 $229K
Guardian Wealth Advisors, LLC / NC 0.01% No change 3,016 $229K
B. Riley Wealth Advisors, Inc. 0.01% Add +4.1% 3,013 $229K
Bernard Wealth Management Corp. 0.10% Add +0.1% 2,992 $227K
Signet Financial Management, LLC 0.03% Reduce -13.7% 2,983 $227K
Venture Visionary Partners LLC 0.01% Reduce -0.9% 2,979 $226K
Keel Point, LLC 0.01% No change 2,978 $226K
Florida Trust Wealth Management Co 0.01% New 2,944 $224K
Fortress Private Ledger, LLC 0.08% Add +7.4% 2,932 $223K
Collier Financial 0.17% — 2,931 $223K
Roberts Glore & Co. Inc. 0.06% No change 2,925 $222K
William Mack & Associates, Inc. 0.12% No change 2,899 $220K
Financial Partners Group, Inc 0.03% Add +6.8% 2,891 $220K
Silverlake Wealth Management LLC 0.05% New 2,874 $218K
Opal Wealth Advisors, LLC 0.06% Reduce -0.6% 2,864 $218K
Synergy Investment Management, LLC 0.08% Add +5.5% 2,852 $217K
Accredited Investors Inc. 0.01% No change 2,830 $215K
M&T Bank Corp 0.00% New 2,828 $215K
J2 Capital Management Inc 0.16% Reduce -48.9% 2,819 $214K
Kovack Advisors, Inc. 0.02% New 2,815 $214K
Viawealth, LLC 0.12% Add +2.0% 2,809 $213K
Brown Brothers Harriman & Co. 0.00% No change 2,808 $213K
One Charles Private Wealth Services, LLC 0.06% No change 2,781 $211K
Prospect Financial Services LLC 0.12% Reduce -5.2% 2,766 $210K
Creative Financial Designs Inc. 0.01% Reduce -0.5% 2,759 $210K
Prosperity Wealth Management, Inc. 0.07% Reduce -11.1% 2,728 $207K
Envestnet Portfolio Solutions, Inc. 0.00% New 2,710 $206K
Quadcap Wealth Management, LLC 0.02% No change 2,694 $205K
Crux Wealth Advisors 0.08% Reduce -0.5% 2,684 $204K
Riverview Capital Advisers, LLC 0.06% No change 2,669 $203K
Pines Wealth Management, LLC 0.07% No change 2,645 $201K
Beacon Bank & Trust 0.04% New 2,640 $201K
HBW Advisory Services LLC 0.02% New 2,635 $200K
Larson Financial Group LLC 0.01% Reduce -60.5% 2,514 $191K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.37% Reduce -93.5% 2,490 $189K
Team Financial Group, LLC 0.09% Add +63.6% 2,444 $186K
Evolution Wealth Management Inc. 0.19% Add +47.5% 2,429 $185K
Balentine LLC 0.01% New 2,410 $183K
NBT Bank, N.A. 0.01% New 2,400 $182K
Archer Investment Corp 0.04% Add +16.6% 2,370 $180K
REAP Financial Group, LLC 0.04% Reduce -2.5% 2,321 $176K
Hazlett, Burt & Watson, Inc. 0.06% Add +186.4% 2,320 $176K
Marshall & Sterling Wealth Advisors Inc. 0.11% Add +1066.0% 2,227 $169K
Avalon Trust Co 0.01% Add +361.3% 2,191 $167K
Blue Bell Private Wealth Management, LLC 0.02% Add +3.4% 2,148 $163K
Pinnacle Bancorp, Inc. 0.04% No change 1,941 $148K
Front Row Advisors LLC 0.05% Reduce -16.4% 1,936 $147K
Greykasell Wealth Strategies, Inc. 0.06% New 1,874 $142K
O'shaughnessy Asset Management, LLC 0.00% Add +15.2% 1,847 $140K
WealthShield Partners, LLC 0.02% No change 1,836 $140K
Clark Wealth Partners 0.08% Add +7.9% 1,944 $139K
SBI Securities Co., Ltd. 0.00% Add +62.6% 1,797 $137K
Financial Freedom, LLC 0.07% No change 1,791 $136K
Fairscale Capital, LLC 0.09% No change 1,728 $131K
Hanson & Doremus Investment Management 0.02% No change 1,710 $130K
Clearstead Advisors, LLC 0.00% Add +42.2% 1,687 $128K
Ameriflex Group, Inc. 0.05% Add +282.2% 1,678 $128K
Salomon & Ludwin, LLC 0.01% No change 1,655 $127K
Hemington Wealth Management 0.02% Reduce -40.0% 1,628 $123K
Accredited Wealth Management, LLC 0.09% Reduce -82.7% 363 $118K
Allspring Global Investments Holdings, LLC 0.00% New 1,520 $116K
Trust Co. of Toledo NA 0.01% No change 1,520 $116K
SG Americas Securities, LLC 0.00% New 1,401 $106K
KERR FINANCIAL PLANNING Corp 0.14% — 1,347 $101K
Providence Capital Advisors, LLC 0.02% New 1,300 $99K
Smithfield Trust Co 0.00% No change 1,275 $97K
Register Financial Advisors LLC 0.04% No change 1,244 $95K
Russell Investments Group, Ltd. 0.00% Add +2.1% 1,210 $92K
Fifth Third Bancorp 0.00% Add +178.5% 1,192 $91K
Murphy & Mullick Capital Management Corp 0.07% No change 1,184 $90K
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
Bangor Savings Bank 0.01% No change 1,100 $84K
Biltmore Family Office, LLC 0.01% Reduce -16.4% 1,077 $82K
Creekmur Asset Management LLC 0.01% Reduce -0.7% 1,027 $78K
Groupe la Francaise 0.00% New 1,200 $78K
Noble Wealth Management PBC 0.04% — 925 $70K
Stonehage Fleming Financial Services Holdings Ltd 0.00% Add +8.0% 876 $67K
N.E.W. Advisory Services LLC 0.01% Add +6.8% 859 $65K
Westside Investment Management, Inc. 0.01% No change 857 $65K
Bell Investment Advisors, Inc 0.01% No change 850 $65K
Investment Research & Advisory Group, Inc. 0.02% No change 840 $64K
Inlight Wealth Management, LLC 0.03% No change 839 $64K
BOK Financial Private Wealth, Inc. 0.00% No change 830 $63K
Main Street Group, LTD 0.02% Add +38200.0% 766 $58K
Bfsg, LLC 0.01% No change 750 $57K
Eastern Bank 0.00% No change 652 $50K
Whittier Trust Co. 0.00% No change 600 $46K
Hilltop National Bank 0.01% No change 585 $44K
Steigerwald, Gordon & Koch Inc. 0.00% New 579 $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
Natixis 0.00% New 522 $40K
Accordant Advisory Group Inc 0.03% No change 502 $38K
DHJJ Financial Advisors, Ltd. 0.01% No change 501 $38K
Wellington Shields & Co., LLC 0.01% No change 500 $38K
Roxbury Financial LLC 0.03% No change 492 $37K
Ancora Advisors LLC 0.00% New 463 $35K
Rossby Financial, LCC 0.01% New 456 $35K
CIBC Private Wealth Group LLC 0.00% Add +1.8% 458 $35K
BlackRock, Inc. 0.00% Reduce -83.1% 419 $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% No change 389 $30K
Smallwood Wealth Investment Management, LLC 0.01% No change 385 $29K
Sound Income Strategies, LLC 0.00% Add +28.1% 374 $29K
Salem Investment Counselors Inc. 0.00% New 363 $28K
Realta Investment Advisors 0.01% Add +40.8% 345 $26K
BankPlus Trust Department 0.01% No change 340 $26K
Colonial Trust Advisors 0.00% No change 325 $25K
Strategic Wealth Partners, Ltd. 0.00% Reduce -80.7% 323 $25K
Hopwood Financial Services, Inc. 0.02% Reduce -12.8% 301 $23K
Webster Bank, N. A. 0.00% No change 300 $23K
MV Capital Management, Inc. 0.00% No change 300 $23K
Activest Wealth Management 0.00% No change 281 $21K
Raffa Wealth Management, LLC 0.00% New 277 $21K
GW&K Investment Management, LLC 0.00% No change 270 $21K
Crowley Wealth Management, Inc. 0.02% No change 250 $19K
Root Financial Partners, LLC 0.00% New 248 $19K
Crewe Advisors LLC 0.00% No change 238 $18K
Tortoise Investment Management, LLC 0.00% New 237 $18K
Ascentis Wealth Management, LLC 0.00% No change 230 $18K
DiNuzzo Private Wealth, Inc. 0.00% No change 235 $17K
JDM Financial Group LLC 0.01% Reduce -18.5% 220 $17K
Pin Oak Investment Advisors Inc. 0.01% No change 206 $16K
Painted Porch Advisors LLC 0.01% New 200 $15K
Versant Capital Management, Inc 0.00% No change 200 $15K
Nova Wealth Management, Inc. 0.01% Reduce -45.4% 195 $15K
Smartleaf Asset Management LLC 0.00% New 193 $15K
Financial Network Wealth Advisors LLC 0.02% No change 193 $15K
Halbert Hargrove Global Advisors, LLC 0.00% No change 192 $15K
Vermillion & White Wealth Management Group, LLC 0.01% No change 191 $15K
Ameliora Wealth Management Ltd. 0.00% No change 190 $14K
Nemes Rush Group LLC 0.00% No change 185 $14K
CENTRAL TRUST Co 0.00% No change 183 $14K
Imprint Wealth LLC 0.04% — 176 $13K
Financial Consulate, Inc. 0.00% New 175 $13K
Strategic Investment Solutions, Inc. 0.00% No change 170 $13K
UMB Bank, n.a. 0.00% New 170 $13K
Coastline Trust Co 0.00% No change 168 $13K
NFSG Corp 0.00% No change 163 $12K
Pathway Financial Advisers, LLC 0.00% New 157 $12K
Rosenberg Matthew Hamilton 0.00% No change 140 $11K
Aventura Private Wealth, LLC 0.00% No change 138 $10K
Kilter Group LLC 0.00% No change 137 $10K
HighMark Wealth Management LLC 0.00% No change 135 $10K
Quest 10 Wealth Builders, Inc. 0.01% No change 134 $10K
Blue Trust, Inc. 0.00% Reduce -74.8% 126 $10K
JNBA Financial Advisors 0.00% No change 125 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 125 $9K
Whipplewood Advisors, LLC 0.01% No change 114 $9K
Wolff Wiese Magana LLC 0.00% No change 113 $9K
FSA Wealth Management LLC 0.00% No change 112 $9K
Missouri Trust & Investment Co 0.00% No change 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
Copia Wealth Management 0.01% Reduce -43.5% 100 $8K
Trust Co 0.00% No change 92 $7K
GAMMA Investing LLC 0.00% No change 80 $6K
Signaturefd, LLC 0.00% No change 80 $6K
Morse Asset Management, Inc 0.00% No change 75 $6K
First Horizon Corp. 0.00% — 75 $6K
Pittenger & Anderson Inc. 0.00% New 70 $5K
Strengthening Families & Communities, LLC 0.00% No change 69 $5K
Highline Wealth Partners LLC 0.00% No change 67 $5K
Bessemer Group Inc. 0.00% New 59 $4K
Cornerstone National Bank & Trust Co 0.00% No change 51 $4K
Pacifica Partners Inc. 0.00% Reduce -66.7% 50 $4K
WPG Advisers, LLC 0.00% Reduce -35.9% 50 $4K
Fourth Dimension Wealth, LLC 0.00% No change 50 $4K
Proathlete Wealth Management LLC 0.00% No change 45 $3K
McIlrath & Eck, LLC 0.00% Reduce -96.7% 42 $3K
Caitlin John, LLC 0.00% New 34 $3K
Hantz Financial Services, Inc. 0.00% No change 26 $2K
Guerra Advisors Inc 0.00% New 20 $2K
Glassman Wealth Services 0.00% No change 12 $929
Bridge Generations Wealth Management LLC 0.00% No change 9 $685
DB Fitzpatrick & Co, Inc 0.00% No change 3 $228
Future Financial Wealth Managment LLC 0.00% No change 3 $228
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.