First Trust Nasdaq CybersecuCIBRETF

13F holders, Q4 2025 (December 31)
786holders +67
68new positions
40sold out
6famous investors
$71.42avg. 13F price*

At the end of Q4 2025, 786 institutions reported holding First Trust Nasdaq Cybersecu (CIBR) in their 13F filings, up 67 from Q3 2025. 68 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($968.7M) and LPL Financial LLC ($415.1M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions68$56.2M
Exits40$50.6M

All 13F filers, Q3 2025 → Q4 2025: 5,911,868 shares bought and 1,391,253 shares sold, net +4,520,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 786 holders

Bank of America Corp. 0.08% Add +4.0% 15,457,943 $1.1B
Morgan Stanley 0.06% Add +3.0% 13,557,064 $968.7M
LPL Financial LLC 0.11% Add +8.0% 5,810,145 $415.1M
UBS Group AG 0.08% Reduce -0.0% 5,602,461 $400.3M
Wells Fargo & Company 0.07% Add +9.7% 4,708,419 $336.4M
Raymond James Financial Inc. 0.05% Add +8.3% 2,441,650 $174.5M
Royal Bank of Canada 0.03% Reduce -6.2% 2,293,935 $163.9M
Ameriprise Financial Inc. 0.03% Add +7.7% 1,788,894 $127.8M
Commonwealth Equity Services, LLC 0.11% Add +6.8% 1,172,628 $83.8M
First Trust Advisors LP 0.05% Add +2.5% 1,053,364 $75.3M
Cetera Investment Advisers 0.07% Add +8.5% 895,765 $64.0M
JPMorgan Chase & Co. 0.00% Add +5.6% 844,512 $60.3M
Osaic Holdings, Inc. 0.09% Add +10.0% 844,045 $60.3M
Cambridge Investment Research Advisors, Inc. 0.15% Add +29.6% 788,964 $56.4M
Cwm, LLC 0.14% Reduce -0.3% 730,867 $52.2M
Axxcess Wealth Management, LLC 0.93% Add +7.0% 729,589 $52.1M
Envestnet Asset Management Inc. 0.02% Reduce -5.0% 713,158 $51.0M
Stifel Financial Corp. 0.05% Add +4.8% 710,823 $50.8M
Capital Asset Advisory Services LLC 2.02% Add +3.3% 696,254 $50.3M
Rockefeller Capital Management L.P. 0.08% Add +31.3% 640,759 $45.8M
Private Advisor Group, LLC 0.18% Add +4.6% 549,045 $39.2M
HighTower Advisors, LLC 0.04% Add +12.9% 492,718 $35.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +19.0% 449,471 $32.1M
Citigroup Inc. 0.02% Add +4.2% 426,746 $30.5M
Edmond DE Rothschild Holding S.A. 0.41% Add +12261.3% 408,663 $29.2M
Janney Montgomery Scott LLC 0.06% Add +5.3% 376,346 $26.9M
Kestra Advisory Services, LLC 0.10% Add +7.9% 330,548 $23.6M
Enclave Advisors LLC 3.34% Reduce -5.4% 329,755 $23.6M
Pinnacle Associates Ltd. 0.30% Add +3.5% 325,709 $23.3M
&partners 0.12% Add +21.8% 322,441 $23.0M
MML Investors Services, LLC 0.06% Add +14.1% 321,068 $22.9M
Rockport Wealth LLC 3.97% Add +6.5% 285,990 $20.4M
Jones Financial Companies LLLP 0.01% Add +32.3% 276,482 $19.8M
Truist Financial Corp. 0.03% Add +1.5% 276,391 $19.7M
Modern Wealth Management, LLC 0.33% Add +1.9% 252,821 $18.1M
PNC Financial Services Group, Inc. 0.01% Add +9.2% 236,819 $16.9M
Equitable Holdings, Inc. 0.11% Add +8.4% 222,780 $15.9M
Kestra Private Wealth Services, LLC 0.20% Add +1.0% 222,254 $15.9M
Bank Hapoalim BM 1.38% Reduce -9.6% 215,600 $15.4M
NewEdge Advisors, LLC 0.05% Reduce -1.2% 202,727 $14.5M
American Financial Advisors, LLC 1.84% Reduce -5.3% 200,035 $14.3M
Clearwater Capital Advisors, LLC 1.19% Add +1.0% 199,021 $14.2M
Sava Penzisko Drushtvo A.D. Skopje 4.50% New 194,800 $13.9M
Sargent Investment Group, LLC 1.71% Reduce -2.9% 191,021 $13.6M
D.A. Davidson & Co. 0.08% Add +4.6% 189,731 $13.6M
Legacy Edge Advisors, LLC 1.43% Add +5.7% 183,006 $13.1M
Independent Financial Group, LLC 0.29% Add +3.5% 180,982 $12.9M
Destiny Wealth Partners, LLC 1.37% Add +5.4% 165,513 $11.9M
Procyon Advisors, LLC 0.59% Add +2.1% 166,236 $11.9M
Appleton Partners Inc. 0.76% Reduce -0.4% 162,489 $11.6M
Ashton Thomas Private Wealth, LLC 0.27% Add +0.3% 157,049 $11.2M
Mutual Advisors, LLC 0.24% Add +7.0% 154,807 $11.1M
Arkadios Wealth Advisors 0.22% Add +0.2% 151,966 $10.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.2% 149,478 $10.8M
Beacon Pointe Advisors, LLC 0.08% Add +48.0% 150,166 $10.7M
Joseph Group Capital Management 2.74% Add +0.7% 145,991 $10.4M
Silverleafe Capital Partners, LLC 3.05% Reduce -2.0% 143,673 $10.3M
EFG International AG 0.18% — 133,215 $9.5M
Merit Financial Group, LLC 0.08% Add +807.2% 132,983 $9.5M
Steward Partners Investment Advisory, LLC 0.05% Add +3.3% 130,609 $9.3M
Sanctuary Advisors, LLC 0.05% Add +0.8% 130,182 $9.3M
Pinnacle Wealth Management Advisory Group, LLC 0.61% Add +7.2% 124,777 $8.9M
Oppenheimer & Co. Inc. 0.13% Reduce -0.8% 123,253 $8.8M
Prospera Financial Services Inc 0.14% Reduce -1.5% 119,691 $8.6M
Avestar Capital, LLC 0.58% Add +1.7% 118,727 $8.5M
Plotkin Financial Advisors, LLC 4.13% Add +1.0% 118,359 $8.5M
Federation des caisses Desjardins du Quebec 0.03% Add +16.2% 113,128 $8.1M
Baird Financial Group, Inc. 0.01% Reduce -7.0% 113,098 $8.1M
Sigma Planning Corp 0.21% Add +0.8% 107,597 $7.7M
Waverly Advisors, LLC 0.06% Add +28.1% 105,590 $7.5M
Creative Planning 0.01% Reduce -2.9% 105,083 $7.5M
Dunhill Financial, LLC 2.35% Add +8.7% 103,229 $7.5M
IAM Advisory, LLC 1.65% Reduce -0.5% 104,112 $7.4M
Bank of Montreal 0.00% Add +37.4% 103,225 $7.4M
Pine Valley Investments Ltd Liability Co 0.37% Add +3.0% 102,549 $7.3M
Hobart Private Capital, LLC 1.43% Reduce -0.8% 102,526 $7.3M
Phoenix Financial Ltd. 0.08% Add +267.5% 128,803 $7.3M
TD Waterhouse Canada Inc. 0.04% Add +2.8% 100,423 $7.2M
J.W. Cole Advisors, Inc. 0.17% Add +4.8% 101,451 $7.2M
NTV Asset Management LLC 0.74% Add +2.0% 97,228 $6.9M
Cibc World Market Inc. 0.01% Add +4.1% 95,181 $6.8M
National Bank of Canada 0.01% Add +4.2% 94,702 $6.8M
D. E. Shaw & Co. 0.01% Add +596.2% 93,283 $6.7M
Mariner, LLC 0.01% Add +13.1% 92,466 $6.6M
Frisch Financial Group, Inc. 1.48% Add +2.3% 92,250 $6.6M
Hengehold Capital Management LLC 0.55% New 91,526 $6.5M
Stephens Inc. 0.08% Add +1.0% 90,869 $6.5M
Pecaut & Co. 2.08% Add +1.1% 90,213 $6.4M
Cary Street Partners Financial LLC 0.16% Reduce -6.3% 89,697 $6.4M
U.S. Capital Wealth Advisors, LLC 0.17% Reduce -0.2% 89,420 $6.4M
Benjamin Edwards Inc. 0.07% Reduce -0.7% 89,291 $6.4M
Quaker Wealth Management, LLC 2.02% Add +1.7% 89,159 $6.4M
Stratos Wealth Partners, LTD. 0.07% Reduce -4.4% 87,836 $6.3M
WESPAC Advisors SoCal, LLC 1.25% Reduce -2.3% 86,506 $6.2M
Qube Research & Technologies Ltd 0.01% Add +9.8% 85,854 $6.1M
SFI Advisors, LLC 3.84% Reduce -0.7% 83,826 $6.0M
O'Connor Financial Group LLC 2.36% Add +2.6% 83,581 $5.9M
Rooted Wealth Advisors, Inc. 1.64% Add +70.8% 87,696 $5.8M
Comerica Bank 0.02% Add +13.7% 79,712 $5.7M
Jaffetilchin Investment Partners, LLC 0.33% Reduce -1.2% 78,603 $5.6M
StoneCrest Wealth Management, Inc. 2.25% Add +7.3% 77,872 $5.6M
Blair William & Co. 0.01% Add +12.2% 76,402 $5.5M
Sumitomo Mitsui Financial Group, Inc. 0.10% Reduce -12.5% 75,779 $5.4M
Robertson Stephens Wealth Management, LLC 0.15% Add +4.2% 75,251 $5.4M
Concorde Asset Management, LLC 2.13% Add +1.9% 74,410 $5.3M
Harbour Investments, Inc. 0.11% Add +0.5% 73,763 $5.3M
WealthCare Investment Partners, LLC 1.51% Add +3.7% 73,227 $5.2M
Mgo One Seven LLC 0.11% Add +34.6% 72,275 $5.2M
Susquehanna International Group, LLP 0.01% Add +246.1% 71,302 $5.1M
Granite Investment Partners, LLC 0.30% No change 71,145 $5.1M
Neville Rodie & Shaw Inc. 0.36% Add +2.6% 70,775 $5.1M
Kingswood Wealth Advisors, LLC 0.24% Add +3.5% 70,467 $5.0M
Prime Capital Investment Advisors, LLC 0.06% Add +2.0% 70,249 $5.0M
Lanark Financial, Inc. 0.38% Reduce -2.3% 69,729 $5.0M
Captrust Financial Advisors 0.01% Add +127.7% 68,392 $4.9M
Beck Capital Management, LLC 1.14% Add +1.2% 67,043 $4.8M
Wedbush Securities Inc. 0.14% Add +5.0% 66,986 $4.8M
Twin Peaks Wealth Advisors, LLC 1.39% Reduce -1.3% 69,939 $4.8M
Warner Group LLC 2.91% Reduce -10.9% 66,103 $4.7M
Concentrum Wealth Management 1.29% Add +4.6% 64,702 $4.6M
Gaddis Premier Wealth Advisors LLC 3.47% — 63,974 $4.6M
Grey Ledge Advisors, LLC 0.99% Add +3.2% 61,046 $4.4M
Green Ridge Wealth Planning LLC 2.22% — 60,732 $4.3M
Principal Securities, Inc. 0.07% Add +1.8% 60,531 $4.3M
Laurel Wealth Advisors LLC 0.56% Reduce -0.8% 59,342 $4.2M
Integrated Wealth Concepts LLC 0.05% Reduce -29.5% 59,115 $4.2M
Cascade Investment Group, Inc. 2.82% Reduce -0.9% 59,108 $4.2M
Pacific Sun Financial Corp 2.01% Add +3.2% 58,456 $4.2M
NORTHSTAR ASSET MANAGEMENT Co 0.87% Reduce -0.3% 57,112 $4.1M
High Point Wealth Management, LLC 3.85% — 56,291 $4.0M
Fiduciary Alliance LLC 0.26% Add +6.0% 55,133 $3.9M
Concurrent Investment Advisors, LLC 0.04% Add +10.8% 54,946 $3.9M
US Bancorp \de 0.00% Add +12.6% 53,562 $3.8M
Csenge Advisory Group 0.17% Add +1.4% 53,439 $3.8M
Arax Advisory Partners 0.11% New 53,122 $3.8M
Moors & Cabot, Inc. 0.16% Add +8.1% 52,864 $3.8M
Wealthfront Advisers LLC 0.01% Add +1.1% 52,848 $3.8M
Nations Financial Group Inc, /Ia/ 0.20% Add +13.2% 52,372 $3.7M
IHT Wealth Management, LLC 0.09% Add +39.9% 51,708 $3.6M
PCG Wealth Advisors, LLC 1.03% Add +10.3% 50,827 $3.6M
Rathbones Group PLC 0.01% Reduce -5.8% 50,370 $3.6M
Corrado Advisors, LLC 1.80% Add +4.5% 50,192 $3.6M
Vivid Wealth Management, LLC 1.38% Add +0.2% 49,615 $3.5M
Sandbox Financial Partners, LLC 0.98% Add +4.0% 49,377 $3.5M
Assetmark, Inc. 0.01% Reduce -15.7% 48,679 $3.5M
Cresset Asset Management, LLC 0.01% Reduce -4.2% 48,323 $3.5M
Williams Jones Wealth Management, LLC. 0.04% Add +13.3% 48,005 $3.4M
Mainsail Financial Group, LLC 1.42% Add +3.9% 47,657 $3.4M
LeConte Wealth Management, LLC 2.22% Reduce -11.3% 47,471 $3.4M
Cerro Pacific Wealth Advisors LLC 0.90% Reduce -5.5% 46,836 $3.3M
Gladstone Institutional Advisory LLC 0.13% Reduce -8.4% 46,422 $3.3M
Simon Quick Advisors, LLC 0.14% Reduce -8.6% 46,119 $3.3M
WCG Wealth Advisors LLC 0.09% New 45,913 $3.3M
Triumph Capital Management 0.70% Add +220.6% 45,470 $3.2M
Ameritas Advisory Services, LLC 0.12% Add +13.6% 45,126 $3.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.38% Add +1.7% 44,617 $3.2M
Sunbelt Securities, Inc. 0.21% Add +36.0% 44,492 $3.2M
EPG Wealth Management LLC 0.85% Add +0.4% 44,300 $3.2M
Abbot Financial Management, Inc. 1.30% Add +2.8% 43,775 $3.1M
BIP Wealth, LLC 0.11% New 43,734 $3.1M
Gateway Wealth Partners, LLC 0.34% Add +12.6% 43,058 $3.1M
Evelyn Partners Investment Management (Europe) Ltd 0.99% Add +9.4% 42,694 $3.1M
Private Wealth Asset Management, LLC 0.33% Add +67.7% 42,678 $3.0M
Kingsview Wealth Management, LLC 0.04% Reduce -2.0% 42,330 $3.0M
Sfmg, LLC 0.20% Add +0.4% 41,965 $3.0M
Floyd Financial Group LLC 2.00% Add +2.0% 46,264 $3.0M
Bogart Wealth, LLC 0.12% Add +4.9% 41,341 $3.0M
Apollon Financial, LLC 0.43% Add +18.5% 40,926 $2.9M
Spectrum Wealth Advisory Group, LLC 1.06% Reduce -3.4% 40,531 $2.9M
Prosperity Financial Group, Inc. 1.04% Reduce -21.9% 40,510 $2.9M
Summit Financial, LLC 0.04% Add +6.2% 40,072 $2.9M
BNP Paribas Financial Markets 0.00% Reduce -4.5% 39,793 $2.8M
Independent Advisor Alliance 0.07% New 39,748 $2.8M
Forefront Wealth Partners, LLC 1.34% Add +9.0% 39,635 $2.8M
Corient Private Wealth LP 0.00% Add +8.3% 39,325 $2.8M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -10.1% 39,179 $2.8M
Snowden Capital Advisors LLC 0.07% Add +32.0% 38,930 $2.8M
Great Valley Advisor Group, Inc. 0.05% Add +1.8% 38,500 $2.8M
Level Four Advisory Services, LLC 0.09% Add +3.1% 38,152 $2.7M
Geneos Wealth Management Inc. 0.07% Add +0.4% 37,986 $2.7M
Sherman Asset Management, Inc. 2.24% Reduce -0.0% 37,020 $2.6M
LFA - Lugano Financial Advisors SA 1.36% Reduce -4.4% 36,927 $2.6M
VestGen Advisors, LLC 0.11% New 36,256 $2.6M
Old Second National Bank of Aurora 0.52% Reduce -0.1% 36,177 $2.6M
Flow Traders U.S. LLC 0.08% New 35,925 $2.6M
Scotia Capital Inc. 0.01% Reduce -4.7% 35,896 $2.6M
Great Diamond Partners, LLC 0.49% Add +10.0% 35,673 $2.5M
Redhawk Wealth Advisors, Inc. 0.29% Add +158.5% 35,661 $2.5M
Moran Wealth Management, LLC 0.08% Add +77.5% 35,553 $2.5M
Wealthcare Advisory Partners LLC 0.05% Add +2.1% 35,407 $2.5M
Integrity Wealth Advisors, Inc. 1.77% Reduce -47.8% 35,272 $2.5M
FMR LLC 0.00% Add +3.9% 34,819 $2.5M
Mark Sheptoff Financial Planning, LLC 1.18% Add +0.0% 34,754 $2.5M
Capital Investment Advisory Services, LLC 0.17% Add +8.8% 34,485 $2.5M
Renaissance Technologies 0.00% New 34,300 $2.5M
Crown Wealth Group, LLC 0.68% Add +159.0% 34,088 $2.4M
Focus Partners Wealth 0.00% Reduce -3.1% 33,987 $2.4M
Crescent Grove Advisors, LLC 0.22% Reduce -1.8% 32,958 $2.4M
Sage Capital Management, LLC 1.08% Reduce -1.8% 32,760 $2.3M
Investment Advisory Services Group LLC 2.06% — 32,551 $2.3M
Parallel Advisors, LLC 0.04% Add +2.1% 32,050 $2.3M
Vontobel Holding Ltd. 0.01% Reduce -7.5% 31,650 $2.3M
Sage Mountain Advisors LLC 0.12% No change 31,512 $2.3M
International Assets Investment Management, LLC 0.15% Add +19.6% 30,976 $2.2M
Fulton Bank, N.A. 0.08% Add +14.4% 30,971 $2.2M
Main Street Financial Solutions, LLC 0.17% Reduce -12.0% 30,958 $2.2M
Institute for Wealth Management, LLC. 0.23% Add +1.5% 30,800 $2.2M
Farther Finance Advisors, LLC 0.02% Add +169.2% 30,789 $2.2M
RFG Advisory, LLC 0.04% Reduce -4.3% 30,567 $2.2M
Dala Group, LLC 1.89% — 30,485 $2.2M
Smith, Moore & Co. 0.16% Add +8.5% 30,408 $2.2M
MPWM Advisory Solutions, LLC 1.20% Add +2.1% 30,098 $2.2M
Genesis Financial Group, LLC 1.25% — 30,040 $2.1M
Wealth Watch Advisors, INC 0.79% Add +43.5% 29,869 $2.1M
Advantage Trust Co 0.96% No change 29,778 $2.1M
SeaCrest Wealth Management, LLC 0.21% Add +0.9% 28,761 $2.1M
AE Wealth Management LLC 0.01% Add +19.9% 29,517 $2.1M
SCS Capital Management LLC 0.02% Add +15.5% 29,206 $2.1M
Citizens Financial Group Inc. 0.03% Add +2.0% 29,078 $2.1M
Coastal Bridge Advisors, LLC 0.15% Add +20.8% 29,000 $2.1M
Purus Wealth Management, LLC 0.65% Reduce -0.6% 28,966 $2.1M
SHP Wealth Management 0.16% — 28,522 $2.0M
Proactive Wealth Strategies LLC 0.81% Reduce -11.0% 28,454 $2.0M
IFP Advisors, Inc 0.04% Reduce -0.1% 28,083 $2.0M
Belpointe Asset Management LLC 0.07% Add +0.6% 27,810 $2.0M
Sovran Advisors, LLC 0.17% Reduce -16.7% 27,530 $2.0M
Flagstar Securities, Inc. 0.66% Add +4.9% 27,666 $2.0M
Bison Wealth, LLC 0.22% Add +31.9% 30,868 $2.0M
Ironsides Asset Advisors, LLC 0.50% Add +0.1% 27,343 $2.0M
StoneX Group Inc. 0.08% Add +5.2% 27,056 $1.9M
OneDigital Investment Advisors LLC 0.02% Add +9.7% 27,049 $1.9M
Essex Financial Services, Inc. 0.11% Add +0.6% 27,041 $1.9M
Goldman Sachs Group Inc. 0.00% Reduce 0.0% 27,019 $1.9M
Laurel Oak Wealth Management, LLC 0.32% — 26,903 $1.9M
Pinnacle Financial Partners, Inc. 0.01% — 26,866 $1.9M
Ethos Financial Group, LLC 0.14% Add +48.3% 26,627 $1.9M
Cerity Partners LLC 0.00% Add +27.4% 26,428 $1.9M
Daymark Wealth Partners, LLC 0.06% Add +39.2% 26,372 $1.9M
Capital Fund Management S.A. 0.02% Reduce -6.1% 26,100 $1.9M
Valley National Advisers Inc. 0.26% Add +3.3% 25,899 $1.9M
Marshall Investment Management, LLC 0.91% Add +114.7% 25,354 $1.8M
HBK Sorce Advisory LLC 0.04% Reduce -1.1% 26,867 $1.8M
Sowell Financial Services LLC 0.07% Reduce -1.6% 25,175 $1.8M
Merkkuri Wealth Advisors LLC 1.22% Add +6.5% 25,147 $1.8M
Bravera Wealth 0.88% — 24,591 $1.8M
Callan Family Office, LLC 0.04% No change 24,500 $1.8M
Melone Private Wealth, LLC 0.73% Add +0.1% 24,131 $1.7M
PFG Investments, LLC 0.08% Add +27.6% 23,975 $1.7M
Y.D. More Investments Ltd 0.08% Add +28.6% 23,823 $1.7M
Gotham Asset Management 0.01% Add +92.2% 23,785 $1.7M
Fifth Third Securities, Inc. 0.11% Add +5.4% 23,751 $1.7M
Guardian Asset Advisors, LLC 0.88% Add +17.6% 23,710 $1.7M
Clear Creek Financial Management, LLC 0.14% Add +0.2% 23,462 $1.7M
Stegent Equity Advisors, Inc. 1.29% Add +4.6% 23,167 $1.7M
Goldstone Financial Group, LLC 0.18% Add +33.8% 22,980 $1.6M
NewEdge Wealth, LLC 0.02% Add +432.6% 22,917 $1.6M
HB Wealth Management, LLC 0.01% Add +0.3% 22,677 $1.6M
Condor Capital Management 0.13% Add +1.0% 22,621 $1.6M
Prosperity Consulting Group, LLC 0.07% Add +3.8% 22,426 $1.6M
Thrivent Financial for Lutherans 0.00% Add +4.6% 22,284 $1.6M
Carlson Financial, Inc. 0.89% — 21,528 $1.5M
Fagan Associates, Inc. 0.20% Reduce -2.9% 21,370 $1.5M
PFG Advisors 0.07% Reduce -6.0% 21,202 $1.5M
O'ROURKE & COMPANY, Inc 0.58% Reduce -1.0% 21,047 $1.5M
Magnus Financial Group LLC 0.11% Add +0.5% 20,895 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Add +5.8% 20,731 $1.5M
Anson Capital, Inc. 1.07% Add +21.1% 20,505 $1.5M
Kropog Financial Group, LLC 1.12% Add +6.7% 20,230 $1.4M
Mayflower Financial Advisors, LLC 0.17% Reduce -1.2% 20,017 $1.4M
Dynamic Advisor Solutions LLC 0.05% Add +15.8% 19,974 $1.4M
Miramontes Capital, LLC 0.49% — 19,931 $1.4M
DAVENPORT & Co LLC 0.01% Add +167.2% 19,747 $1.4M
Western Wealth Management, LLC 0.06% Add +32.5% 19,629 $1.4M
Castle Rock Wealth Management, LLC 0.30% Add +10.6% 21,072 $1.4M
Intellus Advisors LLC 0.19% Add +20.6% 19,539 $1.4M
TPG Advisors LLC 0.86% Reduce -0.4% 19,384 $1.4M
Bluedoor Private Wealth, LLC 0.64% — 19,296 $1.4M
Advisory Services Network, LLC 0.02% Add +8.9% 19,179 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +75.6% 18,915 $1.4M
Lido Advisors, LLC 0.01% Add +29.0% 18,450 $1.3M
Midwest Financial Group LLC 0.58% New 18,518 $1.3M
Flagship Harbor Advisors, LLC 0.06% Add +34.7% 18,284 $1.3M
Global Retirement Partners, LLC 0.02% Add +24.8% 18,079 $1.3M
Beacon Financial Advisory LLC 0.30% Add +2.6% 18,015 $1.3M
Valtrion Capital Management, LLC 1.28% Reduce -7.8% 17,952 $1.3M
Emerald Advisors, LLC 0.17% Reduce -9.3% 17,817 $1.3M
One Capital Management, LLC 0.04% Add +5.9% 17,814 $1.3M
Cornerstone Wealth Management, LLC 0.07% Add +9.8% 17,713 $1.3M
First Heartland Consultants, Inc. 0.10% Reduce -1.4% 17,695 $1.3M
TD Capital Management LLC 0.11% Add +1.2% 17,544 $1.3M
Fearless Solutions, LLC dba Best Invest 0.75% Add +0.7% 17,217 $1.2M
Ignite Planners, LLC 0.19% Add +44.3% 17,743 $1.2M
Millennium Management 0.00% Reduce -27.5% 16,953 $1.2M
Mercer Global Advisors Inc. 0.00% Add +2.2% 16,870 $1.2M
Clarius Group, LLC 0.07% Add +0.3% 16,581 $1.2M
OneAscent Financial Services LLC 0.11% Add +38.7% 16,572 $1.2M
Silver Oak Securities, Incorporated 0.08% Add +2.9% 16,368 $1.2M
Jacobi Capital Management LLC 0.07% Add +2.4% 16,387 $1.2M
Meitav Investment House Ltd. 0.01% No change 16,386 $1.2M
WealthBridge Capital Management, LLC 0.26% Add +0.0% 16,263 $1.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +50.4% 16,199 $1.2M
Harbor Investment Advisory, LLC 0.09% Add +1.7% 16,084 $1.1M
Seaview Investment Managers LLC 0.43% Reduce -3.8% 16,021 $1.1M
Ellis Investment Partners, LLC 0.20% Reduce -2.7% 15,993 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -24.4% 15,663 $1.1M
Richmond Investment Services, LLC 0.19% Add +1.9% 15,617 $1.1M
PMG Wealth Management, Inc. 0.81% No change 15,468 $1.1M
Perigon Wealth Management, LLC 0.02% Reduce -64.5% 15,323 $1.1M
Garden State Investment Advisory Services LLC 0.26% Add +1.2% 15,279 $1.1M
Wisconsin Wealth Advisors, LLC 1.06% Add +0.4% 15,085 $1.1M
Koshinski Asset Management, Inc. 0.07% Reduce -0.7% 15,054 $1.1M
James Investment Research, Inc. 0.12% Reduce -2.0% 15,053 $1.1M
Barclays PLC 0.00% Add +104.1% 14,792 $1.1M
Legacy Wealth Managment, LLC 0.51% Add +58.3% 14,776 $1.1M
PKS Advisory Services, LLC 0.24% Add +44.0% 14,761 $1.1M
CoreCap Advisors, LLC 0.04% Reduce -0.2% 14,257 $1.0M
Avior Wealth Management, LLC 0.03% Reduce -7.7% 14,201 $1.0M
Richard W. Paul & Associates, LLC 0.33% Reduce -2.0% 14,109 $1.0M
Chicago Partners Investment Group LLC 0.02% Add +317.3% 14,235 $1.0M
Comprehensive Financial Consultants Institutional, Inc. 0.30% Add +4.3% 14,105 $1.0M
Golden State Wealth Management, LLC 0.10% Add +143.1% 13,863 $991K
SageGuard Financial Group, LLC 0.15% — 13,560 $969K
Centaurus Financial, Inc. 0.04% Reduce -8.3% 13,267 $948K
Pitcairn Wealth Advisors LLC 0.09% — 13,220 $945K
Brookstone Capital Management 0.01% Add +31.6% 13,192 $943K
Integrity Alliance, Llc. 0.03% Add +60.6% 13,172 $941K
Apollon Wealth Management, LLC 0.02% Add +23.2% 13,124 $938K
Fairview Capital Investment Management, LLC 0.05% No change 13,100 $936K
Insigneo Advisory Services, LLC 0.07% Reduce -10.6% 13,099 $936K
Natixis Advisors, LLC 0.00% Add +17.4% 12,937 $924K
James J. Burns & Company, LLC 0.13% Add +9.5% 12,850 $918K
Aurora Private Wealth, Inc. 0.60% — 12,794 $914K
Koa Wealth Management, LLC 0.62% New 12,629 $902K
Calton & Associates, Inc. 0.13% Add +8.1% 12,619 $902K
Ausdal Financial Partners, Inc. 0.04% Add +43.2% 12,257 $876K
Beaumont Asset Management, L.L.C. 0.43% Reduce -2.3% 12,145 $868K
Resurgent Financial Advisors LLC 0.43% Reduce -0.4% 12,099 $864K
Valeo Financial Advisors, LLC 0.02% No change 12,080 $863K
Unique Wealth, LLC 0.12% Add +35.5% 11,964 $855K
RoundAngle Advisors LLC 0.62% Add +9.2% 11,869 $848K
Trademark Financial Management, LLC 0.46% Add +121.8% 11,825 $845K
Fullerton Advisors, LLC 0.84% — 11,773 $841K
GM Advisory Group, LLC 0.03% New 11,714 $837K
HighPoint Advisor Group LLC 0.02% New 11,641 $832K
Caprock Group, LLC 0.02% Add +5.4% 11,559 $826K
SG Americas Securities, LLC 0.00% Add +723.3% 11,534 $824K
American Institute for Advanced Investment Management, LLP 0.53% Add +6.7% 11,488 $819K
Investment Management Corp. /Va/ 0.69% Add +0.1% 11,434 $817K
Tradition Wealth Management, LLC 0.06% Add +0.1% 11,380 $813K
River Street Advisors LLC 0.30% Add +2.6% 11,304 $808K
Arq Wealth Advisors, LLC 0.22% Add +15.4% 11,213 $801K
Global Financial Private Client, LLC 0.28% Reduce -1.1% 11,195 $800K
Beam Wealth Advisors, Inc. 0.22% New 11,193 $800K
Alteri Wealth LLC 0.26% Add +2.9% 11,171 $798K
Morey & Quinn Wealth Partners, LLC 0.57% Add +2.5% 11,141 $796K
Harvest Investment Services, LLC 0.15% Add +7.2% 11,100 $793K
Mirador Capital Partners LP 0.11% Reduce -2.5% 11,052 $790K
FSM Wealth Advisors, LLC 0.11% Add +7.8% 10,923 $780K
Bensler, LLC 0.08% Add +3.6% 10,878 $777K
World Investment Advisors 0.01% Add +98.0% 10,836 $774K
Southern Financial Group, LLC 0.21% — 10,508 $751K
YANKCOM Partnership 0.32% Reduce -2.5% 10,490 $750K
Medallion Wealth Advisors, LLC 0.25% Reduce -4.1% 10,453 $747K
SFG Wealth Management, LLC. 0.29% Reduce -3.3% 10,309 $737K
CX Institutional 0.02% Reduce -0.3% 10,244 $732K
DeDora Capital, Inc. 0.17% Reduce -10.1% 10,234 $731K
United Advisor Group, LLC 0.09% Add +8.1% 10,131 $724K
Prepared Retirement Institute LLC 0.36% Add +35.8% 10,072 $720K
MAI Capital Management 0.00% Add +22.1% 9,854 $704K
Northbridge Financial Group, LLC 0.32% — 9,820 $702K
Altus Wealth Group LLC 0.28% Add +0.9% 9,767 $698K
Symphony Financial, Ltd. Co. 0.09% New 9,763 $698K
United Capital Financial Advisors, LLC 0.00% New 9,681 $692K
Paragon Private Wealth Management, LLC 0.21% Add +15.0% 9,680 $692K
Apeiron RIA LLC 0.14% Reduce -9.8% 9,890 $688K
Curran Financial Partners, LLC 0.13% Add +38.8% 9,608 $686K
Wellington Shields Capital Management, LLC 0.10% No change 9,600 $686K
IFG Advisory, LLC 0.03% Reduce -11.4% 9,559 $683K
Spectrum Asset Management, Inc. (NB/CA) 0.23% Add +14.4% 9,500 $679K
BCS Wealth Management 0.07% Add +100.0% 9,500 $679K
Fortis Advisors, LLC 0.37% Reduce -1.1% 9,418 $673K
Wealthspire Advisors, LLC 0.01% Add +2.3% 9,387 $671K
FineMark National Bank & Trust 0.02% Add +4.5% 9,348 $668K
Kraematon Investment Advisors, Inc. 0.53% Reduce -0.9% 9,346 $668K
RPS Advisory Solutions LLC 0.31% New 9,321 $666K
Brevan Howard Capital Management LP 0.01% Reduce -50.3% 9,240 $660K
Midwest Trust Co 0.01% No change 9,225 $659K
APS Management Group, Inc. 0.56% Reduce -10.6% 9,130 $652K
MMBG Investment Advisors Co. 0.05% Add +31.7% 9,002 $643K
Aspen Investment Management Inc 0.19% Add +52.2% 8,832 $631K
Nomura Asset Management Co. Ltd. 0.00% No change 8,700 $622K
Solutions 4 Wealth, Ltd 0.93% Add +0.0% 8,660 $619K
Juno Financial Group LLC 0.25% — 8,633 $617K
Glen Eagle Advisors, LLC 0.08% Add +12.0% 8,566 $612K
Atria Investments, Inc 0.01% Add +15.2% 8,558 $611K
Regal Investment Advisors LLC 0.04% New 8,554 $611K
Sun Financial Inc 0.34% — 8,552 $611K
Park Avenue Securities LLC 0.01% Add +13.3% 8,545 $611K
Ameritas Investment Partners, Inc. 0.02% Add +4.1% 8,536 $610K
Visionary Wealth Advisors 0.03% Add +33.8% 8,498 $607K
Worthington Financial Partners, LLC 0.53% — 8,405 $601K
Kaizen Financial Strategies 0.26% Add +0.3% 8,378 $599K
Intellectus Partners, LLC 0.11% Add +4.5% 8,218 $587K
Burke & Herbert Bank & Trust Co. 0.16% Reduce -71.6% 8,206 $586K
Fiduciary Trust Co 0.01% Add +22.0% 8,186 $585K
Balance Wealth Partners LLC 0.18% Add +3.3% 8,026 $573K
Rye Brook Capital LLC 0.53% No change 8,000 $572K
Ieq Capital, LLC 0.00% Add +29.8% 8,005 $572K
Davis R M Inc. 0.01% No change 7,960 $569K
Northwest Financial Advisors 1.16% Reduce -46.5% 7,893 $564K
Plan Group Financial, LLC 0.15% Reduce -22.1% 7,882 $563K
Westshore Wealth, LLC 0.18% Reduce -1.7% 7,761 $555K
Thoroughbred Financial Services, LLC 0.03% Reduce -25.5% 7,662 $547K
KFG Wealth Management, LLC 0.07% Add +11.8% 7,607 $544K
Maridea Wealth Management LLC 0.08% Add +1.4% 7,519 $537K
Focus Financial Network, Inc. 0.02% Add +9.8% 7,472 $534K
Debussy Capital Management LP 0.07% Add +5.7% 7,448 $532K
Glass Jacobson Investment Advisors llc 0.19% Reduce -17.6% 7,397 $529K
BlackRock, Inc. 0.00% Add +1664.9% 7,395 $528K
Glenmede Trust Co. NA 0.00% — 7,359 $526K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.18% Add +195.3% 7,352 $525K
Compound Planning, Inc. 0.02% Reduce -41.7% 7,302 $522K
Commerce Bank 0.00% No change 7,299 $522K
Cozad Asset Management Inc. 0.04% Add +0.0% 7,287 $521K
Tsfg, LLC 0.08% Add +20.0% 7,262 $519K
Composition Wealth, LLC 0.01% Reduce -2.4% 7,242 $517K
Global Assets Advisory, LLC 0.15% No change 7,231 $517K
Endowment Wealth Management, Inc. 0.24% Add +26.9% 7,229 $516K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 7,215 $516K
HSBC Holdings PLC 0.00% No change 7,200 $514K
Castleview Partners, LLC 0.25% Add +2.6% 7,188 $514K
Spire Wealth Management 0.02% Add +7.2% 7,177 $513K
Quantum Private Wealth, LLC 0.15% Add +1.4% 7,123 $509K
Symphony Financial Services, Inc. 0.26% Add +47.9% 7,106 $508K
Interchange Capital Partners, LLC 0.09% Reduce -0.1% 7,104 $508K
EP Wealth Advisors, LLC 0.00% — 7,104 $508K
Sequoia Financial Advisors, LLC 0.00% Add +6.6% 7,055 $504K
Fortune Financial Group, Inc. 0.49% — 6,627 $503K
Keystone Wealth Services, LLC 0.10% Add +8.4% 6,974 $498K
Balboa Wealth Partners 0.08% Add +14.0% 6,959 $497K
Betterment LLC 0.00% Add +8.1% 6,918 $494K
Triton Wealth Management, PLLC 0.19% No change 7,407 $493K
Boreal Capital Management LLC 0.45% No change 6,875 $491K
Titleist Asset Management, LLC 0.04% New 6,806 $486K
KPP Advisory Services LLC 0.07% Reduce -0.1% 6,787 $485K
Cottonwood Capital Advisors, LLC 0.34% Reduce -0.1% 6,749 $482K
Savvy Advisors, Inc. 0.02% Add +62.3% 6,683 $478K
GFS Advisors, LLC 0.06% New 6,667 $476K
Caldwell Trust Co 0.04% Reduce -1.5% 6,568 $469K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -35.0% 6,554 $468K
Rothschild Investment LLC 0.03% No change 6,549 $468K
Rehmann Capital Advisory Group 0.02% Add +95.0% 6,503 $465K
Wagner Wealth Management, LLC 0.10% Add +0.3% 6,486 $463K
Kickstand Ventures, Llc. 0.10% Add +6.6% 6,442 $460K
FFG Partners, LLC 0.13% Reduce -5.7% 6,418 $459K
Newman Dignan & Sheerar, Inc. 0.09% Add +21.0% 6,294 $450K
Sunpointe, LLC 0.15% Add +5.5% 6,278 $449K
Mason & Associates Inc 0.08% No change 6,256 $447K
TrueWealth Advisors, LLC 0.12% Add +47.7% 6,255 $447K
Afg Fiduciary Services Limited Partnership 0.27% Reduce -11.1% 6,321 $447K
Keystone Financial Group 0.03% New 6,209 $444K
Tidemark, LLC 0.13% Reduce -0.4% 6,175 $441K
Americana Partners, LLC 0.01% No change 6,155 $440K
Manufacturers Life Insurance Company, The 0.00% Reduce -16.9% 6,105 $436K
Alliancebernstein L.P. 0.00% No change 6,100 $436K
Unconventional Investor, LLC 0.21% No change 6,073 $434K
AQR Capital Management 0.00% Reduce -25.1% 6,043 $432K
CreativeOne Wealth, LLC 0.01% Add +35.2% 6,023 $430K
Summit Financial Wealth Advisors, LLC 0.06% Reduce -0.8% 5,955 $425K
Williams & Novak, LLC 0.32% Reduce -36.0% 5,947 $425K
Claro Advisors Inc. 0.06% Add +0.1% 5,935 $424K
Stonebridge Financial Planning Group, LLC 0.15% Add +28.6% 5,916 $423K
Tempo Wealth, LLC 0.07% — 5,861 $419K
Johnson Investment Counsel Inc. 0.00% Add +10.0% 5,753 $411K
Barnes Wealth Management Group, Inc 0.22% Add +61.2% 5,709 $408K
Y-Intercept (Hong Kong) Ltd 0.01% New 5,651 $404K
Foundations Investment Advisors, LLC 0.01% New 5,636 $403K
Nilsine Partners, LLC 0.03% Reduce -1.4% 5,477 $391K
AdvisorNet Financial, Inc 0.02% Add +5.0% 5,459 $390K
Choreo, LLC 0.00% Add +65.4% 5,190 $376K
Prosperity Wealth Management, Inc. 0.13% Add +92.7% 5,257 $376K
Group One Trading LLC 0.01% Reduce -41.6% 5,229 $374K
Citadel Advisors 0.00% Reduce -25.9% 5,066 $362K
Simplicity Wealth,LLC 0.02% New 5,058 $361K
Wealth Management Associates, Inc. 0.13% Add +4.1% 5,058 $361K
Summit Wealth Group LLC / Co. 0.05% New 4,998 $357K
Capital Analysts, LLC 0.01% Add +18.6% 4,996 $357K
71 West Capital Partners 0.02% — 4,982 $356K
Acorn Wealth Advisors, LLC 0.11% Reduce -0.8% 4,964 $355K
Narus Financial Partners, LLC 0.10% Add +2.1% 4,925 $352K
Founders Financial Alliance, LLC 0.07% Add +0.2% 4,920 $352K
Allworth Financial LP 0.00% Reduce -17.3% 4,909 $351K
Leigh Baldwin & Co., LLC 0.23% Add +1.4% 4,796 $343K
First Citizens Bank & Trust Co. 0.01% Add +4.9% 4,765 $340K
Valued Retirements, Inc. 0.33% Add +9.6% 4,706 $336K
Sharpepoint LLC 0.20% New 4,676 $334K
Wealth Effects LLC 0.10% Reduce -0.6% 4,663 $333K
Ally Invest Advisors Inc. 0.02% Reduce -0.6% 4,643 $332K
Rubicon Advisors, GP 0.31% — 4,637 $331K
Intesa Sanpaolo Wealth Management 0.07% — 4,620 $330K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 4,619 $330K
Banque Cantonale Vaudoise 0.01% No change 4,595 $329K
MTM Investment Management, LLC 0.10% No change 4,600 $329K
Gilman Hill Asset Management, LLC 0.05% Reduce -7.2% 4,575 $327K
Archford Capital Strategies, LLC 0.04% Add +0.1% 4,553 $325K
Strategic Blueprint, LLC 0.02% Reduce -90.5% 4,515 $323K
IPG Investment Advisors LLC 0.06% Reduce -4.7% 4,505 $322K
Black Swift Group, LLC 0.05% Reduce -2.2% 4,500 $322K
Pure Financial Advisors, LLC 0.00% Reduce -29.2% 4,476 $320K
Private Trust Co. NA 0.03% Add +7.5% 4,445 $318K
Choice Wealth Advisors LLC 0.12% No change 4,387 $313K
Perryman Financial Advisory Inc. 0.05% — 4,369 $312K
Chapin Davis, Inc. 0.07% No change 4,348 $311K
Allen Capital Group, LLC 0.03% Add +30.9% 4,330 $309K
Rwa Wealth Partners, LLC 0.00% Add +0.3% 4,321 $309K
Kovack Advisors, Inc. 0.01% Add +53.5% 4,320 $309K
Retirement Planning Group, LLC 0.01% Add +0.2% 4,317 $308K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.1% 4,311 $308K
Brown Advisory Inc. 0.00% Add +1.7% 4,303 $307K
Buska Wealth Management, LLC 0.11% Reduce -13.8% 4,270 $305K
Stablepoint Partners, LLC 0.05% No change 4,261 $304K
Fusion Capital, LLC 0.09% Add +0.3% 4,239 $303K
Modera Wealth Management, LLC 0.00% Add +0.1% 4,232 $302K
OpenArc Corporate Advisory, LLC 0.01% — 4,227 $302K
Princeton Global Asset Management LLC 0.05% Add +3.0% 4,221 $302K
B. Riley Wealth Advisors, Inc. 0.01% Add +40.0% 4,217 $301K
Tidal Investments LLC 0.00% No change 4,200 $300K
Advisors Capital Management, LLC 0.00% New 4,179 $299K
Allie Family Office LLC 0.14% No change 4,158 $297K
Financial Partners Group, Inc 0.03% Add +47.4% 4,262 $294K
Wedmont Private Capital 0.01% Add +2.6% 4,002 $294K
Perennial Investment Advisors, LLC 0.02% Add +22.6% 4,060 $290K
Tempus Wealth Planning, LLC 0.07% Reduce -1.7% 4,041 $289K
Global Endowment Management, LP 0.04% New 4,000 $286K
Navis Wealth Advisors, LLC 0.12% New 3,993 $285K
Crestwood Advisors Group, LLC 0.00% Add +3.3% 3,989 $285K
Banco Santander, S.A. 0.00% Add +15.9% 3,930 $281K
Sound Income Strategies, LLC 0.01% Add +939.8% 3,889 $280K
ProCore Advisors, LLC 0.28% — 3,884 $278K
Horizon Wealth Management, LLC 0.04% No change 3,874 $277K
Owen LaRue, LLC 0.11% Reduce -27.6% 3,867 $276K
Envestnet Portfolio Solutions, Inc. 0.00% Add +42.4% 3,859 $276K
FSB Premier Wealth Management, Inc. 0.09% New 3,849 $275K
Venture Visionary Partners LLC 0.01% Add +28.9% 3,839 $274K
JBR Co Financial Management Inc 0.11% Reduce -20.6% 3,802 $272K
Marshall & Sterling Wealth Advisors Inc. 0.18% Add +70.7% 3,801 $272K
Madison Wealth Partners, Inc 0.05% Reduce -20.5% 3,797 $271K
REAP Financial Group, LLC 0.05% Add +63.0% 3,783 $270K
Briggs Wealth Management, Inc 0.29% — 3,780 $270K
Pincus Capital Management, LP 0.18% — 3,775 $270K
Trilogy Capital Inc. 0.01% Add +7.2% 3,774 $270K
Moseley Investment Management Inc. 0.08% No change 3,761 $269K
LJI Wealth Management, LLC 0.04% Add +1.4% 3,760 $269K
Evelyn Partners Asset Management Ltd 0.06% Add +11.8% 3,758 $269K
Hazlett, Burt & Watson, Inc. 0.09% Add +62.7% 3,775 $268K
Advocate Investing Services LLC 0.24% — 3,708 $265K
Russell Investments Group, Ltd. 0.00% Add +202.7% 3,663 $262K
Granville Capital, Inc. 0.14% — 3,648 $261K
tru Independence LLC 0.07% Reduce -0.8% 3,637 $260K
Baldwin Wealth Partners LLC 0.02% New 3,627 $259K
Omega Financial Group, LLC 0.09% Add +0.2% 3,620 $259K
Evolution Wealth Advisors, LLC 0.03% Reduce -2.6% 3,615 $258K
Alpine Woods Capital Investors, LLC 0.06% No change 3,600 $257K
Evoke Wealth, LLC 0.00% No change 3,600 $257K
KMG Fiduciary Partners, LLC 0.02% No change 3,462 $247K
Huntleigh Advisors, Inc. 0.04% Add +2.4% 3,421 $244K
MBE Wealth Management, LLC 0.10% Add +11.0% 3,404 $243K
WESPAC Advisors, LLC 0.13% No change 3,398 $243K
Byrne Financial Freedom, LLC 0.11% Add +10.1% 3,387 $242K
Quantinno Capital Management LP 0.00% Reduce -13.5% 3,351 $239K
MWA Asset Management 0.13% Reduce -2.9% 3,351 $239K
Bulltick Wealth Management, LLC 0.05% Reduce -2.4% 3,343 $239K
Cypress Wealth Services, LLC 0.03% No change 3,320 $237K
Plum Street Advisors, LLC 0.08% Add +0.1% 3,280 $234K
Stewardship Concepts Financial Services LLC 0.19% — 3,217 $230K
Astoria Portfolio Advisors LLC. 0.05% New 3,729 $229K
HUB Investment Partners, LLC 0.01% New 3,197 $228K
Avalon Trust Co 0.01% Add +45.6% 3,191 $228K
Cottage Street Advisors LLC 0.10% Reduce -6.9% 3,191 $228K
Macroview Investment Management LLC 0.16% Add +0.0% 3,174 $227K
Second Half Financial Partners, LLC 0.10% New 3,156 $225K
Silverlake Wealth Management LLC 0.05% Add +9.6% 3,151 $225K
Global Trust Asset Management, LLC 0.09% Reduce -66.7% 3,130 $224K
Walker Asset Management, LLC 0.12% New 3,124 $223K
Bearing Point Capital, LLC 0.03% New 3,124 $223K
Mayfair Advisory Group, LLC 0.09% No change 3,149 $223K
Traction Financial Partners, LLC 0.13% Reduce -2.5% 3,108 $222K
Maripau Wealth Management LLC 0.10% New 3,107 $222K
Private Capital Management, LLC 0.02% Reduce -1.1% 3,100 $221K
Clarendon Private LLC 0.19% Add +0.3% 3,070 $219K
Private Advisory Group LLC 0.02% Reduce -39.0% 3,061 $219K
HBW Advisory Services LLC 0.02% Add +15.6% 3,047 $218K
Onyx Bridge Wealth Group LLC 0.02% Reduce -6.4% 3,032 $217K
Pallas Capital Advisors LLC 0.01% No change 3,029 $216K
Meridian Wealth Management, LLC 0.01% Reduce -95.4% 3,021 $216K
Tiaa Trust, National Association 0.00% No change 3,019 $216K
Guardian Wealth Advisors, LLC / NC 0.01% No change 3,016 $216K
ORG Partners LLC 0.04% Reduce -39.6% 2,998 $214K
Valmark Advisers, Inc. 0.00% Reduce -46.2% 2,998 $214K
Meridian Financial Advisors, LLC 0.12% New 2,993 $214K
Bernard Wealth Management Corp. 0.09% No change 2,992 $214K
Arwa LLC 0.12% — 2,986 $213K
One Charles Private Wealth Services, LLC 0.06% Add +7.1% 2,978 $213K
Keel Point, LLC 0.01% No change 2,978 $213K
Darden Wealth Group Inc 0.10% Reduce -6.3% 2,960 $212K
W1M Asset Management Ltd 0.00% New 2,955 $211K
Opal Wealth Advisors, LLC 0.05% Add +2.5% 2,935 $210K
Collier Financial 0.16% Reduce -0.0% 2,930 $209K
Urban Wealth Management, LLC 0.19% — 2,930 $209K
Roberts Glore & Co. Inc. 0.06% No change 2,925 $209K
Creative Financial Designs Inc. 0.01% Add +5.2% 2,902 $207K
Crux Wealth Advisors 0.08% Add +8.1% 2,902 $207K
William Mack & Associates, Inc. 0.10% No change 2,899 $207K
Allspring Global Investments Holdings, LLC 0.00% Add +88.8% 2,870 $207K
Z3 Capital Partners, LLC 0.05% — 2,879 $206K
Fortress Private Ledger, LLC 0.07% Reduce -2.2% 2,867 $205K
Larson Financial Group LLC 0.01% Add +13.6% 2,855 $204K
Synergy Investment Management, LLC 0.07% No change 2,852 $204K
Accredited Investors Inc. 0.01% No change 2,830 $202K
Viawealth, LLC 0.11% Add +0.8% 2,830 $202K
Pinnacle Bancorp, Inc. 0.06% Add +44.4% 2,802 $200K
Team Financial Group, LLC 0.09% Add +8.5% 2,651 $189K
NBT Bank, N.A. 0.01% No change 2,400 $171K
Investors Portfolio Services LLC 0.15% — 2,311 $165K
Blue Bell Private Wealth Management, LLC 0.02% No change 2,148 $153K
Archer Investment Corp 0.03% Reduce -9.8% 2,139 $153K
Brown Brothers Harriman & Co. 0.00% Reduce -26.3% 2,069 $148K
Trust Co. of Toledo NA 0.01% Add +32.9% 2,020 $144K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,975 $141K
Clark Wealth Partners 0.08% No change 1,944 $139K
O'shaughnessy Asset Management, LLC 0.00% Add +4.3% 1,927 $138K
Deutsche Bank AG 0.00% New 1,900 $136K
Greykasell Wealth Strategies, Inc. 0.05% Add +0.3% 1,879 $134K
Valor Advisors LLC 0.11% — 1,860 $133K
Walsh & Associates, LLC 0.13% — 1,852 $132K
Front Row Advisors LLC 0.04% Reduce -4.4% 1,851 $132K
Manchester Capital Management LLC 0.02% New 1,840 $131K
WealthShield Partners, LLC 0.01% Add +0.2% 1,839 $131K
Kingdom Financial Group LLC. 0.04% New 1,827 $131K
RMG Wealth Management LLC 0.02% New 493 $128K
Financial Freedom, LLC 0.06% Add +0.3% 1,796 $128K
Fairscale Capital, LLC 0.08% No change 1,728 $123K
Benson Wealth Management INC 0.14% — 1,714 $122K
Murphy & Mullick Capital Management Corp 0.09% Add +44.4% 1,710 $122K
Hanson & Doremus Investment Management 0.01% No change 1,710 $122K
N.E.W. Advisory Services LLC 0.01% Add +75.1% 1,504 $107K
Clearstead Advisors, LLC 0.00% Reduce -14.8% 1,437 $103K
Quadrant Capital Group LLC 0.00% New 1,300 $93K
Evolution Wealth Management Inc. 0.08% Reduce -46.7% 1,294 $92K
Smithfield Trust Co 0.00% No change 1,275 $91K
Key Financial Inc 0.02% Add +216.1% 1,239 $89K
KERR FINANCIAL PLANNING Corp 0.12% Add +0.2% 1,350 $88K
SBI Securities Co., Ltd. 0.00% Reduce -32.0% 1,222 $87K
Register Financial Advisors LLC 0.03% Reduce -2.5% 1,213 $87K
MCF Advisors LLC 0.00% New 1,210 $86K
Fifth Third Bancorp 0.00% Add +0.6% 1,199 $86K
New England Asset Management Inc. 0.01% No change 1,150 $82K
Bangor Savings Bank 0.01% No change 1,100 $79K
Biltmore Family Office, LLC 0.01% No change 1,077 $77K
Whipplewood Advisors, LLC 0.05% Add +835.1% 1,066 $76K
SageView Advisory Group, LLC 0.00% New 1,036 $74K
Simplex Trading, LLC 0.00% Reduce -87.0% 994 $71K
Elyxium Wealth, LLC 0.02% New 969 $69K
Smartleaf Asset Management LLC 0.00% Add +390.7% 947 $68K
Asset Dedication, LLC 0.00% Add +134.5% 952 $68K
Noble Wealth Management PBC 0.03% No change 925 $66K
Providence Capital Advisors, LLC 0.01% Reduce -31.9% 885 $63K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 876 $63K
Westside Investment Management, Inc. 0.01% Add +0.1% 858 $61K
Solstein Capital, LLC 0.02% Reduce -87.0% 856 $61K
Accordant Advisory Group Inc 0.04% Add +69.7% 852 $61K
Bell Investment Advisors, Inc 0.01% No change 850 $61K
Investment Research & Advisory Group, Inc. 0.02% No change 840 $60K
Steigerwald, Gordon & Koch Inc. 0.01% Add +45.1% 840 $60K
Ameriflex Group, Inc. 0.03% Reduce -50.0% 839 $60K
Inlight Wealth Management, LLC 0.02% No change 839 $60K
BOK Financial Private Wealth, Inc. 0.00% No change 830 $59K
Bfsg, LLC 0.01% No change 750 $54K
Modus Advisors, LLC 0.01% New 671 $48K
Eastern Bank 0.00% No change 652 $47K
Signature Equity Partners, LLC 0.03% — 632 $45K
Angeles Wealth Management, LLC 0.00% New 625 $45K
Whittier Trust Co. 0.00% No change 600 $43K
Hilltop National Bank 0.01% No change 585 $42K
AlphaCore Capital LLC 0.00% New 571 $41K
NFSG Corp 0.01% Add +245.4% 563 $40K
Strategic Wealth Partners, Ltd. 0.00% Add +73.4% 560 $40K
Crews Bank & Trust 0.01% No change 555 $40K
Armstrong Advisory Group, Inc. 0.00% Add +0.4% 541 $39K
Stephens Consulting, LLC 0.01% No change 540 $39K
Ankerstar Wealth, LLC 0.04% — 536 $38K
Ancora Advisors LLC 0.00% Add +14.5% 530 $38K
Natixis 0.00% Add +0.2% 523 $38K
Rossby Financial, LCC 0.01% Add +14.7% 523 $37K
Godfrey Financial Associates, Inc. 0.03% — 507 $36K
DHJJ Financial Advisors, Ltd. 0.01% No change 501 $36K
Wellington Shields & Co., LLC 0.01% No change 500 $36K
Roxbury Financial LLC 0.03% Add +0.4% 494 $35K
Tucker Asset Management LLC 0.01% New 482 $34K
CIBC Private Wealth Group LLC 0.00% Reduce -5.9% 431 $31K
Truvestments Capital LLC 0.01% New 406 $29K
Ransom Advisory, Ltd 0.01% New 400 $29K
Gilpin Wealth Management, LLC 0.02% — 395 $28K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -65.2% 390 $28K
New England Capital Financial Advisors LLC 0.01% Add +0.3% 390 $28K
Smallwood Wealth Investment Management, LLC 0.01% No change 385 $28K
Nemes Rush Group LLC 0.00% Add +94.0% 359 $26K
eCIO, Inc. 0.01% New 345 $25K
Realta Investment Advisors 0.01% No change 345 $25K
Vermillion & White Wealth Management Group, LLC 0.01% Add +78.5% 341 $24K
BankPlus Trust Department 0.01% No change 340 $24K
Colonial Trust Advisors 0.00% No change 325 $23K
Ameliora Wealth Management Ltd. 0.01% Add +67.9% 319 $23K
Hyposwiss Advisors SA 0.02% — 300 $21K
MV Capital Management, Inc. 0.00% No change 300 $21K
Webster Bank, N. A. 0.00% No change 300 $21K
Activest Wealth Management 0.00% Add +0.4% 282 $20K
Raffa Wealth Management, LLC 0.00% No change 277 $20K
Bayban 0.02% — 242 $17K
Pension & Wealth Management Advisors, Inc. 0.01% New 240 $17K
DiNuzzo Private Wealth, Inc. 0.00% No change 235 $17K
Ascentis Wealth Management, LLC 0.00% No change 230 $16K
Navalign, LLC 0.00% New 221 $16K
JDM Financial Group LLC 0.01% No change 220 $16K
Versant Capital Management, Inc 0.00% No change 200 $14K
Pin Oak Investment Advisors Inc. 0.01% No change 206 $14K
Nova Wealth Management, Inc. 0.01% No change 195 $14K
Financial Consulate, Inc. 0.00% Add +11.4% 195 $14K
Financial Network Wealth Advisors LLC 0.01% No change 193 $14K
Halbert Hargrove Global Advisors, LLC 0.00% No change 192 $14K
LM Advisors LLC 0.05% Reduce -92.8% 937 $13K
Imprint Wealth LLC 0.06% No change 176 $13K
UMB Bank, n.a. 0.00% No change 170 $12K
Strategic Investment Solutions, Inc. 0.00% No change 170 $12K
Coastline Trust Co 0.00% No change 168 $12K
CENTRAL TRUST Co 0.00% Reduce -18.6% 149 $11K
Financial Perspectives, Inc 0.00% New 145 $10K
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% Add +0.7% 136 $10K
Wellington-Altus USA Inc. 0.01% — 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
Key Capital Management, INC 0.01% — 114 $8K
Wolff Wiese Magana LLC 0.00% No change 113 $8K
Missouri Trust & Investment Co 0.00% No change 110 $8K
First Horizon Corp. 0.00% Add +46.7% 110 $8K
Abound Wealth Management 0.00% No change 109 $8K
FAS Wealth Partners, Inc. 0.00% Add +1.0% 105 $7K
Copia Wealth Management 0.01% No change 100 $7K
Fourth Dimension Wealth, LLC 0.00% Add +100.0% 100 $7K
GW&K Investment Management, LLC 0.00% Reduce -62.6% 101 $7K
Trust Co 0.00% No change 92 $7K
Salomon & Ludwin, LLC 0.00% Reduce -94.6% 90 $6K
Blue Trust, Inc. 0.00% Reduce -31.8% 86 $6K
GAMMA Investing LLC 0.00% No change 80 $6K
Signaturefd, LLC 0.00% No change 80 $6K
Rosenberg Matthew Hamilton 0.00% Reduce -43.6% 79 $6K
Morse Asset Management, Inc 0.00% No change 75 $5K
LRI Investments, LLC 0.00% New 72 $5K
Pittenger & Anderson Inc. 0.00% No change 70 $5K
Proathlete Wealth Management LLC 0.00% Add +51.1% 68 $5K
Highline Wealth Partners LLC 0.00% No change 67 $5K
Colonial Trust Co / SC 0.00% New 66 $5K
Strengthening Families & Communities, LLC 0.00% Reduce -5.8% 65 $5K
Bartlett & Co. Wealth Management LLC 0.00% New 56 $4K
Bessemer Group Inc. 0.00% No change 59 $4K
Cornerstone National Bank & Trust Co 0.00% No change 51 $4K
WPG Advisers, LLC 0.00% No change 50 $4K
Gables Capital Management Inc. 0.00% New 50 $4K
Hilton Head Capital Partners, LLC 0.00% — 50 $4K
Pacifica Partners Inc. 0.00% No change 50 $4K
Pinnacle Wealth Planning Services, Inc. 0.00% New 46 $3K
Strive Financial Group ,LLC 0.00% — 44 $3K
WealthCollab, LLC 0.00% New 44 $3K
McIlrath & Eck, LLC 0.00% No change 42 $3K
Caitlin John, LLC 0.00% No change 34 $2K
Hantz Financial Services, Inc. 0.00% No change 26 $2K
Garton & Associates Financial Advisors LLC 0.00% — 22 $2K
Maseco LLP 0.00% New 14 $1K
Glassman Wealth Services 0.00% No change 12 $875
Bridge Generations Wealth Management LLC 0.00% No change 9 $644
SJS Investment Consulting Inc. 0.00% New 9 $644
Howe & Rusling Inc. 0.00% New 8 $572
DB Fitzpatrick & Co, Inc 0.00% No change 3 $214

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