First Trust Nasdaq CybersecuCIBRETF

13F holders, Q1 2026 (March 31)
749holders −37
63new positions
100sold out
6famous investors
$62.76avg. 13F price*

At the end of Q1 2026, 749 institutions reported holding First Trust Nasdaq Cybersecu (CIBR) in their 13F filings, down 37 from Q4 2025. 63 opened new positions and 100 sold out. The largest holders were Bank of America Corp. ($905.8M), Morgan Stanley ($842.4M) and LPL Financial LLC ($382.3M). 6 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Nasdaq Cybersecu
CUSIP
33734X846
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions63$135.8M
Exits100$137.2M

All 13F filers, Q4 2025 → Q1 2026: 5,248,144 shares bought and 6,241,909 shares sold, net −993,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 749 holders

Bank of America Corp. 0.07% Reduce -6.5% 14,451,187 $905.8M
Morgan Stanley 0.05% Reduce -0.9% 13,438,915 $842.4M
LPL Financial LLC 0.10% Add +5.0% 6,099,024 $382.3M
UBS Group AG 0.06% Add +1.4% 5,677,864 $355.9M
Wells Fargo & Company 0.06% Reduce -4.8% 4,484,649 $281.1M
Raymond James Financial Inc. 0.04% Reduce -4.7% 2,327,262 $145.9M
Royal Bank of Canada 0.03% Reduce -8.0% 2,110,490 $132.3M
Ameriprise Financial Inc. 0.03% Add +6.4% 1,904,033 $119.4M
First Trust Advisors LP 0.05% Add +12.4% 1,184,040 $74.2M
Commonwealth Equity Services, LLC 0.10% Reduce -1.8% 1,152,045 $72.2M
Cetera Investment Advisers 0.06% Add +1.6% 910,185 $57.1M
JPMorgan Chase & Co. 0.00% Reduce -1.9% 828,008 $50.3M
HighTower Advisors, LLC 0.05% Add +59.8% 787,385 $49.4M
Envestnet Asset Management Inc. 0.01% Add +9.8% 783,087 $49.1M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -2.0% 773,002 $48.5M
Osaic Holdings, Inc. 0.07% Reduce -14.0% 726,052 $45.5M
Stifel Financial Corp. 0.04% Add +1.6% 722,140 $45.3M
Capital Asset Advisory Services LLC 1.72% Reduce -4.2% 667,303 $44.7M
Quadrature Capital Ltd 0.46% New 613,656 $38.5M
Rockefeller Capital Management L.P. 0.06% Reduce -12.2% 562,513 $35.3M
Private Advisor Group, LLC 0.16% Reduce -0.3% 547,102 $34.3M
Cwm, LLC 0.08% Reduce -34.7% 477,063 $29.9M
Citigroup Inc. 0.02% Add +10.9% 473,348 $29.7M
Northwestern Mutual Wealth Management Co. 0.02% Add +0.9% 453,724 $28.4M
Edmond DE Rothschild Holding S.A. 0.38% Add +2.5% 418,922 $26.3M
Kestra Advisory Services, LLC 0.10% Add +21.9% 402,837 $25.2M
Rockport Wealth LLC 4.22% Add +29.1% 369,306 $23.2M
Pinnacle Associates Ltd. 0.27% Add +3.4% 336,826 $21.1M
Truist Financial Corp. 0.03% Add +13.1% 312,704 $19.6M
Jones Financial Companies LLLP 0.01% Add +15.5% 319,355 $19.4M
MML Investors Services, LLC 0.05% Reduce -11.8% 283,088 $17.7M
Janney Montgomery Scott LLC 0.04% Reduce -26.5% 276,687 $17.3M
Equitable Holdings, Inc. 0.11% Add +8.5% 241,711 $17.2M
Modern Wealth Management, LLC 0.29% Add +6.3% 268,661 $17.0M
&partners 0.08% Reduce -20.3% 257,130 $16.2M
NewEdge Advisors, LLC 0.05% Add +15.3% 233,645 $14.6M
Sava Penzisko Drushtvo A.D. Skopje 4.40% Add +17.9% 229,770 $14.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.79% New 226,000 $14.2M
Kestra Private Wealth Services, LLC 0.17% Reduce -1.8% 218,213 $13.7M
Clearwater Capital Advisors, LLC 1.07% Add +6.3% 211,602 $13.3M
Legacy Edge Advisors, LLC 1.36% Add +13.1% 207,037 $13.0M
Procyon Advisors, LLC 0.64% Add +24.4% 206,860 $13.0M
American Financial Advisors, LLC 1.68% Add +0.2% 200,392 $12.6M
Sargent Investment Group, LLC 1.53% Reduce -3.0% 185,266 $11.6M
Mgo One Seven LLC 0.22% Add +145.4% 177,366 $11.1M
Independent Financial Group, LLC 0.25% Reduce -2.2% 177,059 $11.1M
Two Sigma Investments, LP 0.01% New 175,500 $11.0M
Destiny Wealth Partners, LLC 1.17% Add +2.7% 170,016 $10.7M
Appleton Partners Inc. 0.71% Add +0.6% 163,495 $10.2M
PNC Financial Services Group, Inc. 0.01% Reduce -31.5% 162,282 $10.2M
Mutual Advisors, LLC 0.21% Add +2.5% 158,614 $9.9M
Ashton Thomas Private Wealth, LLC 0.23% Add +0.5% 157,780 $9.9M
Key Client Fiduciary Advisors, LLC 3.28% New 152,412 $9.6M
Arkadios Wealth Advisors 0.15% Reduce -3.8% 146,207 $9.2M
Merit Financial Group, LLC 0.06% Add +2.1% 135,776 $8.5M
Independent Advisor Alliance 0.09% Add +240.3% 135,261 $8.5M
D.A. Davidson & Co. 0.05% Reduce -29.8% 133,216 $8.3M
Sanctuary Advisors, LLC 0.04% Add +0.9% 131,413 $8.2M
Pinnacle Wealth Management Advisory Group, LLC 0.56% Add +5.2% 131,216 $8.2M
Peterson Wealth Management 4.76% New 131,061 $8.2M
Mariner, LLC 0.01% Add +40.4% 129,774 $8.1M
Kiker Wealth Management, LLC 3.86% New 129,012 $8.1M
Prospera Financial Services Inc 0.13% Add +4.2% 124,670 $7.8M
Steward Partners Investment Advisory, LLC 0.04% Reduce -6.2% 122,508 $7.7M
PTM Wealth Management, LLC 4.05% New 118,989 $7.6M
Scotia Capital Inc. 0.03% Add +238.8% 121,601 $7.6M
Federation des caisses Desjardins du Quebec 0.03% Add +6.3% 120,249 $7.5M
Plotkin Financial Advisors, LLC 3.77% Add +1.3% 119,904 $7.5M
Hengehold Capital Management LLC 0.65% Add +28.9% 117,991 $7.4M
Dunhill Financial, LLC 1.74% Add +14.0% 117,655 $7.4M
Pine Valley Investments Ltd Liability Co 0.34% Add +7.9% 110,644 $6.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -28.3% 107,192 $6.9M
Baird Financial Group, Inc. 0.01% Reduce -6.1% 106,226 $6.7M
Maniro Ltd 1.99% New 104,780 $6.6M
Hobart Private Capital, LLC 1.29% Add +2.1% 104,671 $6.6M
Creative Planning 0.00% Reduce -0.9% 104,180 $6.5M
IAM Advisory, LLC 1.44% Reduce -1.2% 102,844 $6.4M
National Bank of Canada 0.01% Add +6.3% 100,698 $6.3M
Bank of Montreal 0.00% Reduce -3.5% 99,624 $6.2M
Rooted Wealth Advisors, Inc. 1.64% Add +5.9% 92,840 $6.2M
HRT Financial LP 0.02% New 98,748 $6.2M
J.W. Cole Advisors, Inc. 0.21% Reduce -3.6% 97,806 $6.1M
Frisch Financial Group, Inc. 1.24% Add +2.8% 94,855 $5.9M
NTV Asset Management LLC 0.65% Reduce -2.5% 94,809 $5.9M
Cibc World Market Inc. 0.01% Reduce -1.4% 93,851 $5.9M
Cary Street Partners Financial LLC 0.14% Add +2.2% 91,656 $5.7M
Beacon Pointe Advisors, LLC 0.03% Reduce -39.5% 90,829 $5.7M
Stephens Inc. 0.07% Reduce -2.2% 88,895 $5.6M
Gateway Wealth Partners, LLC 0.21% Add +104.2% 87,929 $5.5M
Waverly Advisors, LLC 0.04% Reduce -16.9% 87,774 $5.5M
O'Connor Financial Group LLC 2.22% Add +3.7% 86,640 $5.4M
Integrated Wealth Concepts LLC 0.04% Add +46.0% 86,338 $5.4M
Phoenix Financial Ltd. 0.05% Reduce -36.4% 81,875 $5.4M
Jaffetilchin Investment Partners, LLC 0.32% Add +9.2% 85,861 $5.4M
CX Institutional 0.16% Add +737.0% 85,744 $5.4M
Oppenheimer & Co. Inc. 0.07% Reduce -30.7% 85,469 $5.4M
Fagan Associates, Inc. 0.71% Add +279.9% 81,175 $5.1M
U.S. Capital Wealth Advisors, LLC 0.13% Reduce -9.8% 80,630 $5.1M
StoneCrest Wealth Management, Inc. 2.10% Add +1.5% 79,013 $5.0M
Blair William & Co. 0.01% Add +3.0% 78,663 $4.9M
TD Waterhouse Canada Inc. 0.01% Reduce -22.3% 78,018 $4.9M
Sigma Planning Corp 0.13% Reduce -28.5% 76,980 $4.8M
Dala Group, LLC 4.02% Add +151.6% 76,684 $4.8M
Cresset Asset Management, LLC 0.02% Add +56.9% 75,797 $4.8M
Benjamin Edwards Inc. 0.05% Reduce -16.0% 75,037 $4.7M
Twin Peaks Wealth Advisors, LLC 1.18% Add +6.5% 74,503 $4.7M
BNP Paribas Financial Markets 0.00% Add +87.0% 74,402 $4.7M
Principal Securities, Inc. 0.07% Add +22.7% 74,256 $4.7M
Harbour Investments, Inc. 0.07% Reduce -0.4% 73,492 $4.6M
ABLE Financial Group, LLC 0.90% New 73,242 $4.6M
Stratos Wealth Partners, LTD. 0.05% Reduce -17.1% 72,820 $4.6M
Qube Research & Technologies Ltd 0.01% Reduce -15.3% 72,685 $4.6M
Laurel Wealth Advisors LLC 0.45% Add +1.5% 60,227 $4.5M
Prime Capital Investment Advisors, LLC 0.05% Add +3.0% 72,347 $4.5M
WealthCare Investment Partners, LLC 1.25% Reduce -3.1% 70,960 $4.5M
Captrust Financial Advisors 0.01% Add +3.1% 70,516 $4.4M
Wedbush Securities Inc. 0.13% Add +5.1% 70,413 $4.4M
Granite Investment Partners, LLC 0.27% Reduce -1.6% 70,045 $4.4M
Beck Capital Management, LLC 0.97% Add +1.3% 67,894 $4.3M
Gaddis Premier Wealth Advisors LLC 3.14% Add +5.8% 67,667 $4.2M
Kingswood Wealth Advisors, LLC 0.20% Reduce -5.7% 66,430 $4.2M
Neville Rodie & Shaw Inc. 0.30% Reduce -6.2% 66,365 $4.2M
Sumitomo Mitsui Financial Group, Inc. 0.08% Reduce -12.9% 65,967 $4.1M
Fifth Third Bancorp 0.01% Add +5342.9% 65,260 $4.1M
Concentrum Wealth Management 1.19% Reduce -0.5% 64,368 $4.0M
Grey Ledge Advisors, LLC 0.89% Add +3.3% 63,068 $4.0M
Moss Adams Wealth Advisors LLC 0.28% New 60,917 $3.8M
Pacific Sun Financial Corp 1.84% Add +3.8% 60,646 $3.8M
Meitav Investment House Ltd. 0.04% Add +268.3% 60,346 $3.8M
Warner Group LLC 2.46% Reduce -9.1% 60,086 $3.8M
Assetmark, Inc. 0.01% Add +22.6% 59,706 $3.7M
Private Wealth Asset Management, LLC 0.40% Add +39.6% 59,596 $3.7M
IHT Wealth Management, LLC 0.09% Add +13.9% 58,900 $3.7M
Wealthfront Advisers LLC 0.01% Add +11.1% 58,725 $3.7M
Moors & Cabot, Inc. 0.16% Add +10.0% 58,131 $3.6M
Mainsail Financial Group, LLC 1.50% Add +20.3% 57,328 $3.6M
Cascade Investment Group, Inc. 2.35% Reduce -3.8% 56,880 $3.6M
Arax Advisory Partners 0.10% Add +6.6% 56,635 $3.5M
Simon Quick Advisors, LLC 0.16% Add +22.6% 56,526 $3.5M
NORTHSTAR ASSET MANAGEMENT Co 0.79% Reduce -1.4% 56,327 $3.5M
Cerity Partners LLC 0.00% Add +108.7% 55,142 $3.5M
Proactive Wealth Strategies LLC 0.64% Add +91.2% 54,409 $3.4M
Nations Financial Group Inc, /Ia/ 0.18% Add +3.6% 54,268 $3.4M
High Point Wealth Management, LLC 3.33% Reduce -4.4% 53,790 $3.4M
McCollum Christoferson Group LLC 1.01% New 53,390 $3.3M
SFI Advisors, LLC 3.51% Reduce -36.4% 53,320 $3.3M
Moran Wealth Management, LLC 0.10% Add +49.6% 53,201 $3.3M
PCG Wealth Advisors, LLC 0.83% Add +3.5% 52,630 $3.3M
Vivid Wealth Management, LLC 1.33% Add +5.6% 52,406 $3.3M
VestGen Advisors, LLC 0.09% Add +18.5% 42,973 $3.2M
WESPAC Advisors SoCal, LLC 0.68% Reduce -41.0% 51,076 $3.2M
Rathbones Group PLC 0.01% Add +1.3% 51,024 $3.2M
Kingsview Wealth Management, LLC 0.04% Add +18.8% 50,297 $3.2M
Sunbelt Securities, Inc. 0.19% Add +10.2% 49,024 $3.1M
EFG International AG 0.07% Reduce -63.5% 48,665 $3.1M
Concorde Asset Management, LLC 1.47% Reduce -35.6% 47,900 $3.0M
Floyd Financial Group LLC 2.00% Add +0.5% 46,513 $3.0M
Triumph Capital Management 0.60% Add +3.1% 46,860 $2.9M
LeConte Wealth Management, LLC 1.89% Reduce -1.5% 46,752 $2.9M
Cerro Pacific Wealth Advisors LLC 0.76% Reduce -0.8% 46,480 $2.9M
EPG Wealth Management LLC 0.79% Add +4.6% 46,342 $2.9M
Bogart Wealth, LLC 0.11% Add +11.5% 46,106 $2.9M
Concurrent Investment Advisors, LLC 0.03% Reduce -17.4% 45,399 $2.8M
Gladstone Institutional Advisory LLC 0.10% Reduce -2.8% 45,113 $2.8M
Sfmg, LLC 0.19% Add +7.5% 45,090 $2.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.34% Reduce -0.3% 44,491 $2.8M
Ameritas Advisory Services, LLC 0.11% Reduce -2.2% 44,113 $2.8M
Sandbox Financial Partners, LLC 0.78% Reduce -10.7% 44,073 $2.8M
SageGuard Financial Group, LLC 0.43% Add +223.4% 43,852 $2.7M
Abbot Financial Management, Inc. 1.17% Add +0.2% 43,845 $2.7M
BIP Wealth, LLC 0.11% Add +0.1% 43,795 $2.7M
Snowden Capital Advisors LLC 0.07% Add +9.5% 42,612 $2.7M
Lanark Financial, Inc. 0.20% Reduce -39.4% 42,272 $2.6M
Pinnacle Financial Partners, Inc. 0.02% Add +56.2% 41,970 $2.6M
Bison Wealth, LLC 0.25% Add +10.9% 34,224 $2.6M
Evelyn Partners Investment Management (Europe) Ltd 0.88% Reduce -4.4% 40,824 $2.6M
Susquehanna International Group, LLP 0.00% Reduce -42.9% 40,695 $2.6M
LFA - Lugano Financial Advisors SA 1.30% Add +10.2% 40,680 $2.5M
Integrity Wealth Advisors, Inc. 1.53% Add +15.2% 40,625 $2.5M
Spectrum Wealth Advisory Group, LLC 0.92% Reduce -3.0% 39,303 $2.5M
Williams Jones Wealth Management, LLC. 0.03% Reduce -20.2% 38,295 $2.4M
Coastal Bridge Advisors, LLC 0.17% Add +30.4% 37,820 $2.4M
Capital Investment Advisory Services, LLC 0.17% Add +9.0% 37,590 $2.4M
Sherman Asset Management, Inc. 2.15% Add +0.8% 37,334 $2.3M
Mark Sheptoff Financial Planning, LLC 1.24% Reduce -5.2% 32,939 $2.3M
Geneos Wealth Management Inc. 0.05% Reduce -2.4% 37,094 $2.3M
RFG Advisory, LLC 0.04% Add +21.3% 37,080 $2.3M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -51.1% 36,776 $2.3M
Old Second National Bank of Aurora 0.47% Add +1.1% 36,577 $2.3M
Investment Advisory Services Group LLC 1.97% Add +11.1% 36,170 $2.3M
Summit Financial, LLC 0.03% Reduce -11.0% 35,665 $2.2M
FMR LLC 0.00% Add +2.0% 35,521 $2.2M
SHP Wealth Management 0.17% Add +23.8% 35,305 $2.2M
AE Wealth Management LLC 0.01% Add +19.3% 35,204 $2.2M
Condor Capital Management 0.18% Add +53.6% 34,752 $2.2M
Ethos Financial Group, LLC 0.16% Add +29.9% 34,597 $2.2M
Clearstead Advisors, LLC 0.02% Add +2304.4% 34,551 $2.2M
Golden State Wealth Management, LLC 0.24% Add +147.5% 34,314 $2.2M
Wealthcare Advisory Partners LLC 0.04% Reduce -3.5% 34,164 $2.1M
Focus Partners Wealth 0.00% Reduce -0.6% 33,776 $2.1M
Apollon Wealth Management, LLC 0.03% Add +154.1% 33,344 $2.1M
Parallel Advisors, LLC 0.04% Add +3.9% 33,306 $2.1M
Smith, Moore & Co. 0.15% Add +9.4% 33,265 $2.1M
Apollon Financial, LLC 0.29% Reduce -19.0% 33,132 $2.1M
Sage Capital Management, LLC 0.97% Add +0.1% 32,804 $2.1M
International Assets Investment Management, LLC 0.14% Add +3.9% 32,179 $2.0M
Farther Finance Advisors, LLC 0.02% Add +4.1% 32,041 $2.0M
HBK Sorce Advisory LLC 0.04% Reduce -0.4% 26,767 $2.0M
Flagstar Securities, Inc. 0.73% Add +15.8% 32,032 $2.0M
Daymark Wealth Partners, LLC 0.06% Add +20.3% 31,713 $2.0M
OneDigital Investment Advisors LLC 0.02% Add +16.8% 31,602 $2.0M
Forefront Wealth Partners, LLC 0.83% Reduce -20.6% 31,487 $2.0M
Renaissance Technologies 0.00% Reduce -8.8% 31,300 $2.0M
Wealth Watch Advisors, INC 0.81% Add +3.8% 30,990 $1.9M
StoneX Group Inc. 0.10% Add +14.4% 30,948 $1.9M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -21.1% 30,909 $1.9M
Jane Street Group, LLC 0.00% New 30,757 $1.9M
Ironsides Asset Advisors, LLC 0.48% Add +11.3% 30,432 $1.9M
Genesis Financial Group, LLC 1.27% Add +0.7% 30,257 $1.9M
Goldman Sachs Group Inc. 0.00% Add +11.6% 30,158 $1.9M
Fulton Bank, N.A. 0.07% Reduce -2.8% 30,119 $1.9M
Advantage Trust Co 0.84% Reduce -0.0% 29,774 $1.9M
MPWM Advisory Solutions, LLC 0.98% Reduce -2.0% 29,508 $1.8M
Corient Private Wealth LP 0.00% Add +0.2% 39,414 $1.8M
Bravera Wealth 0.82% Add +18.3% 29,078 $1.8M
Purus Wealth Management, LLC 0.58% Add +0.4% 29,069 $1.8M
Level Four Advisory Services, LLC 0.06% Reduce -24.0% 29,000 $1.8M
SG Americas Securities, LLC 0.00% Add +147.9% 28,590 $1.8M
WCG Wealth Advisors LLC 0.05% Reduce -38.1% 28,409 $1.8M
Vontobel Holding Ltd. 0.01% Reduce -10.3% 28,400 $1.8M
Sage Mountain Advisors LLC 0.12% Reduce -10.2% 28,312 $1.8M
IFP Advisors, Inc 0.04% Add +0.7% 28,285 $1.8M
Crescent Grove Advisors, LLC 0.17% Reduce -14.8% 28,071 $1.8M
Laurel Oak Wealth Management, LLC 0.29% Add +4.0% 27,969 $1.8M
SCS Capital Management LLC 0.02% Reduce -5.9% 27,494 $1.7M
SeaCrest Wealth Management, LLC 0.18% Reduce -6.3% 26,937 $1.7M
Belpointe Asset Management LLC 0.06% Reduce -3.3% 26,904 $1.7M
Mercer Global Advisors Inc. 0.00% Add +58.6% 26,756 $1.7M
Clear Creek Financial Management, LLC 0.13% Add +12.1% 26,308 $1.6M
Callan Family Office, LLC 0.04% Add +7.1% 26,229 $1.6M
Merkkuri Wealth Advisors LLC 1.09% Add +4.1% 26,188 $1.6M
Capital Fund Management S.A. 0.01% Reduce -1.1% 25,800 $1.6M
Thrivent Financial for Lutherans 0.00% Add +13.1% 25,211 $1.6M
Anson Capital, Inc. 1.08% Add +22.7% 25,162 $1.6M
Citizens Financial Group Inc. 0.02% Reduce -14.0% 24,999 $1.6M
Sovran Advisors, LLC 0.12% Reduce -16.2% 23,067 $1.6M
PFG Investments, LLC 0.07% Add +3.4% 24,799 $1.6M
Bank Hapoalim BM 0.25% Reduce -88.5% 24,685 $1.5M
Gotham Asset Management 0.00% Add +1.9% 24,248 $1.5M
Melone Private Wealth, LLC 0.62% Add +0.1% 24,153 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Add +14.9% 23,825 $1.5M
Fifth Third Securities, Inc. 0.10% Reduce -0.7% 23,597 $1.5M
Mesirow Financial Investment Management, Inc. 0.02% Add +49.4% 23,401 $1.5M
Prosperity Consulting Group, LLC 0.06% Add +0.9% 22,618 $1.4M
Sowell Financial Services LLC 0.05% Reduce -11.1% 22,392 $1.4M
Goldstone Financial Group, LLC 0.15% Reduce -3.2% 22,246 $1.4M
DAVENPORT & Co LLC 0.01% Add +9.8% 21,685 $1.4M
Valley National Advisers Inc. 0.18% Reduce -16.3% 21,673 $1.4M
NewEdge Wealth, LLC 0.02% Reduce -5.6% 21,639 $1.4M
Carlson Financial, Inc. 0.80% Add +0.1% 21,552 $1.4M
Magnus Financial Group LLC 0.11% Add +2.0% 21,307 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +6.6% 21,297 $1.3M
O'ROURKE & COMPANY, Inc 0.51% Reduce -1.9% 20,652 $1.3M
VectorGlobal IAG, Inc. 0.33% — 20,532 $1.3M
Kropog Financial Group, LLC 1.04% Add +1.1% 20,445 $1.3M
TPG Advisors LLC 0.79% Add +4.4% 20,237 $1.3M
Western Wealth Management, LLC 0.05% Add +2.4% 20,093 $1.3M
Miramontes Capital, LLC 0.43% No change 19,931 $1.2M
Midwest Financial Group LLC 0.53% Add +7.4% 19,894 $1.2M
Mayflower Financial Advisors, LLC 0.15% Reduce -0.7% 19,882 $1.2M
Great Valley Advisor Group, Inc. 0.02% Reduce -48.7% 19,739 $1.2M
Flow Traders U.S. LLC 0.04% Reduce -45.4% 19,614 $1.2M
Flagship Harbor Advisors, LLC 0.05% Add +6.5% 19,474 $1.2M
Essex Financial Services, Inc. 0.07% Reduce -28.4% 19,354 $1.2M
Valtrion Capital Management, LLC 1.14% Add +7.6% 19,315 $1.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Add +19.0% 19,275 $1.2M
Cornerstone Wealth Management, LLC 0.06% Add +7.9% 19,105 $1.2M
Aster Capital Management (DIFC) Ltd 0.38% New 18,653 $1.2M
Barclays PLC 0.00% Add +26.1% 18,652 $1.2M
Macro Advisors, Inc. 0.48% — 18,584 $1.2M
Jacobi Capital Management LLC 0.06% Add +12.2% 18,388 $1.2M
MMBG Investment Advisors Co. 0.10% Add +102.1% 18,192 $1.1M
One Capital Management, LLC 0.03% Add +1.8% 18,129 $1.1M
TD Capital Management LLC 0.10% Add +2.8% 18,040 $1.1M
Citadel Advisors 0.00% Add +256.0% 18,033 $1.1M
Advisory Services Network, LLC 0.01% Reduce -6.5% 17,940 $1.1M
Prosperity Financial Group, Inc. 0.41% Reduce -56.2% 17,726 $1.1M
Seaview Investment Managers LLC 0.40% Add +10.4% 17,693 $1.1M
Ignite Planners, LLC 0.17% Reduce -0.7% 17,628 $1.1M
Solutions 4 Wealth, Ltd 1.65% Add +102.3% 17,521 $1.1M
Crown Wealth Group, LLC 0.32% Reduce -49.3% 17,289 $1.1M
OneAscent Financial Services LLC 0.06% Add +4.3% 17,277 $1.1M
Y-Intercept (Hong Kong) Ltd 0.02% Add +203.6% 17,154 $1.1M
Main Street Financial Solutions, LLC 0.08% Reduce -44.7% 17,106 $1.1M
Fearless Solutions, LLC dba Best Invest 0.64% Reduce -1.1% 17,031 $1.1M
Koshinski Asset Management, Inc. 0.07% Add +10.5% 16,638 $1.0M
AQR Capital Management 0.00% Add +171.5% 16,408 $1.0M
Ayalon Insurance Comp Ltd. 0.21% New 16,350 $1.0M
HB Wealth Management, LLC 0.01% Reduce -29.0% 16,097 $1.0M
Ellis Investment Partners, LLC 0.17% Add +0.4% 16,060 $1.0M
Emerald Advisors, LLC 0.12% Reduce -10.8% 15,894 $996K
Wisconsin Wealth Advisors, LLC 0.98% Add +5.3% 15,886 $996K
PKS Advisory Services, LLC 0.23% Add +7.5% 15,867 $995K
Legacy Wealth Managment, LLC 0.49% Add +5.5% 15,589 $977K
Commerce Bank 0.00% Add +113.3% 15,570 $976K
Visionary Wealth Advisors 0.04% Add +82.3% 15,493 $971K
Garden State Investment Advisory Services LLC 0.23% Add +0.5% 15,350 $963K
WealthBridge Capital Management, LLC 0.22% Reduce -5.7% 15,339 $961K
Harbor Investment Advisory, LLC 0.08% Reduce -4.8% 15,305 $959K
Pitcairn Wealth Advisors LLC 0.09% No change 13,220 $945K
PFG Advisors 0.05% Reduce -29.1% 15,022 $942K
Beacon Financial Advisory LLC 0.21% Reduce -16.9% 14,975 $939K
Natixis Advisors, LLC 0.00% Add +15.4% 14,930 $936K
James J. Burns & Company, LLC 0.13% Add +15.5% 14,840 $930K
Brookstone Capital Management 0.01% Add +11.7% 14,736 $924K
Avior Wealth Management, LLC 0.03% Add +3.4% 14,684 $920K
James Investment Research, Inc. 0.10% Reduce -2.8% 14,633 $917K
Richard W. Paul & Associates, LLC 0.31% Add +3.0% 14,529 $911K
CoreCap Advisors, LLC 0.03% Add +1.1% 14,408 $903K
Bluedoor Private Wealth, LLC 0.41% Reduce -26.9% 14,115 $885K
FSM Wealth Advisors, LLC 0.11% Add +27.6% 13,937 $874K
Integrity Alliance, Llc. 0.03% Add +5.3% 13,869 $869K
Centaurus Financial, Inc. 0.04% Add +4.4% 13,856 $868K
Atria Investments, Inc 0.01% Add +60.8% 13,761 $863K
Redhawk Wealth Advisors, Inc. 0.09% Reduce -61.5% 13,714 $860K
Orion Porfolio Solutions, LLC 0.01% Reduce -27.9% 13,638 $855K
Lido Advisors, LLC 0.00% Reduce -26.5% 13,566 $850K
Keystone Wealth Services, LLC 0.18% Add +94.3% 13,553 $849K
Richmond Investment Services, LLC 0.13% Reduce -15.3% 13,236 $830K
Perigon Wealth Management, LLC 0.01% Reduce -14.1% 13,169 $825K
RoundAngle Advisors LLC 0.62% Add +10.6% 13,131 $823K
Fairview Capital Investment Management, LLC 0.04% No change 13,100 $821K
Ausdal Financial Partners, Inc. 0.04% Add +6.2% 13,011 $816K
Insigneo Advisory Services, LLC 0.06% Reduce -0.8% 12,998 $815K
Signal Advisors Wealth, LLC 0.05% New 12,744 $799K
GM Advisory Group, LLC 0.03% Add +8.7% 12,735 $798K
HighPoint Advisor Group LLC 0.03% Add +8.8% 12,663 $794K
PMG Wealth Management, Inc. 0.57% Reduce -18.2% 12,646 $793K
Beaumont Asset Management, L.L.C. 0.35% Add +3.5% 12,569 $788K
Curran Financial Partners, LLC 0.14% Add +29.2% 12,413 $778K
River Street Advisors LLC 0.26% Add +9.1% 12,336 $773K
Aurora Private Wealth, Inc. 0.55% Reduce -12.4% 11,202 $773K
Koa Wealth Management, LLC 0.56% Reduce -2.5% 12,317 $772K
Southern Financial Group, LLC 0.22% Add +16.9% 12,286 $770K
CreativeOne Wealth, LLC 0.02% Add +103.0% 12,224 $766K
Valeo Financial Advisors, LLC 0.02% No change 12,080 $757K
Sun Financial Inc 0.38% Add +13.0% 9,662 $757K
Unique Wealth, LLC 0.10% Add +0.4% 12,017 $753K
Global Financial Private Client, LLC 0.25% Add +6.9% 11,971 $750K
Newman Dignan & Sheerar, Inc. 0.16% Add +89.6% 11,932 $748K
United Advisor Group, LLC 0.09% Add +16.2% 11,772 $738K
WealthPlan Investment Management, LLC 0.04% New 11,726 $735K
Alteri Wealth LLC 0.24% Add +4.9% 11,721 $735K
Harvest Investment Services, LLC 0.13% Add +5.6% 11,717 $734K
Caprock Group, LLC 0.02% Add +0.6% 11,626 $729K
Investment Management Corp. /Va/ 0.62% Add +0.9% 11,536 $723K
Cornerstone Wealth, LLC 0.41% — 10,722 $720K
Fullerton Advisors, LLC 0.74% Reduce -2.6% 11,467 $719K
Morey & Quinn Wealth Partners, LLC 0.51% Add +2.6% 11,431 $717K
US Bancorp \de 0.00% Reduce -78.9% 11,304 $709K
Foundations Investment Advisors, LLC 0.01% Add +99.4% 11,238 $704K
Prepared Retirement Institute LLC 0.35% Add +11.2% 11,200 $702K
Beam Wealth Advisors, Inc. 0.17% Add +0.1% 11,199 $702K
Y.D. More Investments Ltd 0.03% Reduce -52.7% 11,273 $702K
American Institute for Advanced Investment Management, LLP 0.45% Reduce -2.6% 11,193 $702K
Mirador Capital Partners LP 0.10% Reduce -1.4% 10,895 $683K
Altus Wealth Group LLC 0.28% Add +11.3% 10,875 $682K
Chicago Partners Investment Group LLC 0.02% Reduce -31.3% 9,775 $674K
Old National Bancorp 0.01% New 10,579 $663K
YANKCOM Partnership 0.27% No change 10,490 $658K
Medallion Wealth Advisors, LLC 0.21% Reduce -0.2% 10,428 $654K
Paragon Private Wealth Management, LLC 0.20% Add +7.7% 10,425 $653K
World Investment Advisors 0.01% Reduce -5.2% 10,277 $644K
DeDora Capital, Inc. 0.16% Add +0.2% 10,257 $643K
Symphony Financial, Ltd. Co. 0.08% Add +3.4% 10,092 $633K
Northbridge Financial Group, LLC 0.27% Add +1.8% 10,001 $632K
Retirement Planning Group, LLC 0.02% Add +133.1% 10,062 $631K
Wealthspire Advisors, LLC 0.00% Add +6.6% 10,008 $627K
Simplicity Wealth,LLC 0.03% Add +93.2% 9,772 $613K
SFG Wealth Management, LLC. 0.25% Reduce -5.6% 9,733 $610K
MAI Capital Management 0.00% Reduce -1.7% 9,689 $607K
LJI Wealth Management, LLC 0.10% Add +156.7% 9,653 $605K
Aspen Investment Management Inc 0.18% Add +8.3% 9,565 $600K
KFG Wealth Management, LLC 0.08% Add +25.8% 9,571 $600K
Silver Oak Securities, Incorporated 0.04% Reduce -42.1% 9,469 $594K
Kraematon Investment Advisors, Inc. 0.48% Add +0.1% 9,353 $586K
APS Management Group, Inc. 0.50% Add +2.1% 9,323 $584K
Marshall & Sterling Wealth Advisors Inc. 0.38% Add +144.5% 9,294 $583K
Dakota Wealth Management 0.01% New 9,294 $583K
Bensler, LLC 0.06% Reduce -14.7% 9,280 $582K
Intellectus Partners, LLC 0.12% Add +11.4% 9,154 $574K
Fortis Advisors, LLC 0.28% Reduce -3.9% 9,052 $567K
Institute for Wealth Management, LLC. 0.06% Reduce -71.0% 8,923 $559K
Strategic Advisors LLC 0.09% New 8,877 $556K
Park Avenue Securities LLC 0.00% Add +3.7% 8,859 $555K
Kaizen Financial Strategies 0.23% Add +0.1% 8,384 $553K
Endowment Wealth Management, Inc. 0.24% Add +21.6% 8,789 $551K
Glen Eagle Advisors, LLC 0.08% Add +2.5% 8,776 $550K
Glass Jacobson Investment Advisors llc 0.19% Add +18.3% 8,750 $548K
Kickstand Ventures, Llc. 0.12% Add +35.3% 8,718 $546K
Midwest Trust Co 0.01% Reduce -5.9% 8,680 $544K
Calton & Associates, Inc. 0.08% Reduce -31.5% 8,648 $542K
Juno Financial Group LLC 0.21% Add +0.1% 8,642 $542K
Savvy Advisors, Inc. 0.01% Add +29.2% 8,635 $541K
Worthington Financial Partners, LLC 0.46% Add +2.6% 8,628 $541K
Afg Fiduciary Services Limited Partnership 0.32% Add +31.7% 8,327 $534K
Fiduciary Trust Co 0.01% No change 8,186 $513K
Burke & Herbert Bank & Trust Co. 0.14% Reduce -0.8% 8,136 $510K
Joseph Group Capital Management 0.13% Reduce -94.5% 8,058 $505K
Balance Wealth Partners LLC 0.16% Add +0.4% 8,056 $505K
Debussy Capital Management LP 0.07% Add +7.9% 8,035 $504K
Davis R M Inc. 0.01% Add +0.6% 8,006 $502K
Rye Brook Capital LLC 0.46% No change 8,000 $501K
Global Endowment Management, LP 0.06% Add +100.0% 8,000 $501K
Stonebridge Financial Planning Group, LLC 0.18% Add +34.5% 7,956 $499K
Tradition Wealth Management, LLC 0.04% Reduce -30.7% 7,883 $494K
Betterment LLC 0.00% Add +12.5% 7,785 $488K
Compass Capital Corp. /Ma/ 0.17% New 6,576 $476K
Castleview Partners, LLC 0.24% Add +4.8% 7,532 $472K
Balboa Wealth Partners 0.08% Add +8.1% 7,519 $471K
Triton Wealth Management, PLLC 0.17% No change 7,407 $470K
BlackRock, Inc. 0.00% No change 7,395 $464K
Interchange Capital Partners, LLC 0.15% Add +3.2% 7,333 $462K
Symphony Financial Services, Inc. 0.24% Add +3.5% 7,356 $461K
Alliancebernstein L.P. 0.00% Add +5.8% 6,453 $461K
Focus Financial Network, Inc. 0.02% Reduce -1.6% 7,350 $461K
Compound Planning, Inc. 0.01% Add +0.5% 7,335 $460K
Wellington Shields Capital Management, LLC 0.07% Reduce -24.0% 7,300 $458K
Cozad Asset Management Inc. 0.04% Add +0.0% 7,288 $457K
Ieq Capital, LLC 0.00% Reduce -9.4% 7,255 $455K
United Capital Financial Advisors, LLC 0.00% Reduce -25.5% 7,215 $452K
Spire Wealth Management 0.02% Add +0.4% 7,208 $452K
KPP Advisory Services LLC 0.07% Add +6.2% 7,207 $452K
HSBC Holdings PLC 0.00% No change 7,200 $451K
Rehmann Capital Advisory Group 0.02% Add +9.1% 7,096 $445K
Grantvest Financial Group LLC 0.29% New 7,081 $444K
Glenmede Trust Co. NA 0.00% Reduce -4.3% 7,046 $442K
EP Wealth Advisors, LLC 0.00% Reduce -1.2% 7,018 $440K
Two Sigma Securities, LLC 0.05% New 7,006 $439K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.9% 6,933 $435K
Composition Wealth, LLC 0.01% Reduce -4.5% 6,920 $434K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.9% 6,919 $434K
Kintra Wealth, LLC 0.03% New 6,919 $434K
Boreal Capital Management LLC 0.42% No change 6,875 $431K
Titleist Asset Management, LLC 0.03% Add +0.1% 6,816 $427K
GFS Advisors, LLC 0.03% Add +1.5% 6,769 $424K
Cottonwood Capital Advisors, LLC 0.30% Reduce -0.1% 6,744 $423K
Astoria Portfolio Advisors LLC. 0.09% Add +66.5% 6,208 $419K
Westshore Wealth, LLC 0.15% Reduce -13.8% 6,686 $419K
Barnes Wealth Management Group, Inc 0.21% Add +16.1% 6,631 $416K
Keystone Financial Group 0.03% Add +6.7% 6,625 $415K
Plan Group Financial, LLC 0.10% Reduce -16.3% 6,595 $413K
Rothschild Investment LLC 0.02% Reduce -0.8% 6,499 $407K
Wagner Wealth Management, LLC 0.08% Add +0.2% 6,498 $407K
Northwest Financial Advisors 0.78% Reduce -18.1% 6,468 $405K
Quantum Private Wealth, LLC 0.12% Reduce -9.8% 6,423 $403K
Capital Analysts, LLC 0.01% Add +27.5% 6,371 $399K
TrueWealth Advisors, LLC 0.10% Add +1.7% 6,361 $399K
FFG Partners, LLC 0.16% Reduce -2.1% 6,284 $394K
Sunpointe, LLC 0.13% Add +0.1% 6,283 $394K
Stegent Equity Advisors, Inc. 0.34% Reduce -72.9% 6,271 $393K
Caldwell Trust Co 0.03% Reduce -5.3% 6,223 $390K
Unconventional Investor, LLC 0.18% No change 6,073 $381K
Mason & Associates Inc 0.07% No change 6,256 $380K
Ameritas Investment Partners, Inc. 0.01% Reduce -29.9% 5,988 $375K
Continuum Advisory, LLC 0.04% New 5,983 $375K
Wealth Management Associates, Inc. 0.13% Add +18.0% 5,970 $374K
Capital Square, LLC 0.17% New 5,502 $370K
Tempo Wealth, LLC 0.06% Add +0.2% 5,871 $368K
Kovack Advisors, Inc. 0.02% Add +33.8% 5,780 $364K
Johnson Investment Counsel Inc. 0.00% No change 5,753 $361K
Tidemark, LLC 0.09% Reduce -8.7% 5,640 $354K
Claro Advisors Inc. 0.04% Reduce -5.0% 5,636 $353K
Arwa LLC 0.17% Add +87.4% 5,597 $353K
Private Trust Co. NA 0.03% Add +25.4% 5,575 $349K
Pacific Excel Wealth Advisors, Inc. 0.36% New 5,476 $343K
Choreo, LLC 0.00% Add +4.2% 5,407 $339K
Cyndeo Wealth Partners, LLC 0.02% New 5,376 $337K
Perryman Financial Advisory Inc. 0.05% Add +23.0% 5,373 $337K
Gilman Hill Asset Management, LLC 0.05% Add +16.4% 5,325 $334K
Nilsine Partners, LLC 0.03% Reduce -11.7% 4,836 $327K
Maridea Wealth Management LLC 0.05% Reduce -31.5% 5,150 $323K
Herbst Group, LLC 0.20% New 5,100 $320K
Ally Invest Advisors Inc. 0.02% Add +9.8% 5,098 $320K
Strategic Blueprint, LLC 0.02% Add +12.7% 5,089 $319K
Elmwood Wealth Management, Inc. 0.09% New 5,066 $318K
Allworth Financial LP 0.00% Add +2.9% 5,050 $317K
Summit Wealth Group LLC / Co. 0.03% Add +0.0% 5,000 $313K
71 West Capital Partners 0.01% No change 4,982 $312K
Founders Financial Alliance, LLC 0.06% Add +0.1% 4,926 $309K
Fusion Capital, LLC 0.08% Add +16.1% 4,920 $308K
Aptus Capital Advisors, LLC 0.00% Add +5.6% 4,879 $306K
Valued Retirements, Inc. 0.30% Add +3.5% 4,871 $305K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +144.6% 4,831 $303K
B. Riley Wealth Advisors, Inc. 0.02% Add +17.9% 4,973 $302K
BCS Wealth Management 0.06% Reduce -50.0% 4,750 $298K
Sonoma Allocations LLC 0.10% New 4,540 $296K
Sharpepoint LLC 0.17% Add +0.1% 4,683 $294K
Acorn Wealth Advisors, LLC 0.09% Reduce -5.9% 4,671 $293K
Wealth Effects LLC 0.10% No change 4,663 $292K
Marex Group Ltd 0.00% New 4,649 $291K
Intesa Sanpaolo Wealth Management 0.07% No change 4,620 $290K
MTM Investment Management, LLC 0.09% No change 4,600 $288K
Thoroughbred Financial Services, LLC 0.02% Reduce -40.0% 4,598 $288K
Banque Cantonale Vaudoise 0.01% No change 4,595 $288K
Archford Capital Strategies, LLC 0.03% Add +0.1% 4,557 $286K
Byrne Financial Freedom, LLC 0.14% Add +34.2% 4,545 $285K
First Citizens Bank & Trust Co. 0.01% Reduce -4.7% 4,541 $285K
Atlas Wealth LLC 0.11% New 4,518 $283K
Brown Advisory Inc. 0.00% Add +4.9% 4,512 $283K
IPG Investment Advisors LLC 0.05% No change 4,505 $282K
Pure Financial Advisors, LLC 0.00% Reduce -0.5% 4,453 $279K
Choice Wealth Advisors LLC 0.11% No change 4,387 $275K
Navis Wealth Advisors, LLC 0.14% Add +9.0% 4,353 $273K
Chapin Davis, Inc. 0.06% No change 4,348 $273K
JBR Co Financial Management Inc 0.11% No change 3,802 $272K
Rwa Wealth Partners, LLC 0.00% Add +0.2% 4,329 $271K
Leigh Baldwin & Co., LLC 0.17% Reduce -10.4% 4,297 $269K
Fiduciary Alliance LLC 0.02% Reduce -92.5% 4,125 $266K
Financial Partners Group, Inc 0.03% Reduce -0.6% 4,236 $266K
Modera Wealth Management, LLC 0.00% Add +0.1% 4,234 $265K
Princeton Global Asset Management LLC 0.04% No change 4,221 $265K
Moneta Group Investment Advisors LLC 0.00% Reduce -3.3% 4,167 $261K
Perennial Investment Advisors, LLC 0.02% Add +2.6% 4,166 $261K
Millennium Management 0.00% Reduce -75.4% 4,164 $261K
Allie Family Office LLC 0.11% No change 4,158 $261K
Stablepoint Partners, LLC 0.04% Reduce -3.3% 4,121 $258K
Silverleafe Capital Partners, LLC 0.08% Reduce -97.1% 4,104 $257K
MBE Wealth Management, LLC 0.11% Add +20.6% 4,104 $257K
Wedmont Private Capital 0.01% Reduce -2.5% 3,900 $256K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,040 $253K
Quantinno Capital Management LP 0.00% Add +19.5% 4,004 $251K
Allen Capital Group, LLC 0.02% Reduce -7.8% 3,992 $250K
Crestwood Advisors Group, LLC 0.00% Reduce -0.7% 3,962 $248K
CPR Investments Inc. 0.16% New 3,879 $243K
Briggs Wealth Management, Inc 0.26% Add +2.4% 3,872 $243K
Hazlett, Burt & Watson, Inc. 0.08% Add +1.1% 3,815 $242K
Sound Income Strategies, LLC 0.01% Reduce -2.2% 3,804 $240K
W1M Asset Management Ltd 0.00% Add +29.6% 3,831 $240K
FSB Premier Wealth Management, Inc. 0.07% Reduce -1.1% 3,807 $239K
REAP Financial Group, LLC 0.05% Add +0.1% 3,788 $237K
Pincus Capital Management, LP 0.16% No change 3,775 $237K
Madison Wealth Partners, Inc 0.04% Reduce -0.6% 3,775 $237K
Moseley Investment Management Inc. 0.08% No change 3,761 $236K
Evelyn Partners Asset Management Ltd 0.06% No change 3,758 $236K
First Heartland Consultants, Inc. 0.02% Reduce -78.8% 3,743 $235K
HUB Investment Partners, LLC 0.01% Add +16.6% 3,728 $234K
Americana Partners, LLC 0.01% Reduce -39.9% 3,700 $232K
Granville Capital, Inc. 0.12% Add +0.1% 3,651 $229K
tru Independence LLC 0.11% Add +0.1% 3,642 $228K
Omega Financial Group, LLC 0.07% Add +0.2% 3,626 $227K
Maripau Wealth Management LLC 0.10% Add +16.3% 3,613 $226K
Alpine Woods Capital Investors, LLC 0.05% No change 3,600 $226K
Evoke Wealth, LLC 0.00% No change 3,600 $226K
Macroview Investment Management LLC 0.16% Add +13.0% 3,587 $225K
ProCore Advisors, LLC 0.34% Reduce -7.7% 3,586 $225K
Team Financial Group, LLC 0.10% Add +34.0% 3,552 $223K
Z3 Capital Partners, LLC 0.06% Add +22.8% 3,536 $222K
KMG Fiduciary Partners, LLC 0.02% No change 3,462 $217K
Tempus Wealth Planning, LLC 0.05% Reduce -14.4% 3,460 $217K
Opal Wealth Advisors, LLC 0.05% Add +17.8% 3,457 $217K
MWA Asset Management 0.12% Add +3.1% 3,456 $217K
Onyx Bridge Wealth Group LLC 0.02% Add +14.0% 3,456 $217K
AdvisorNet Financial, Inc 0.01% Reduce -37.1% 3,435 $215K
Trexquant Investment LP 0.00% New 3,425 $215K
Nemes Rush Group LLC 0.02% Add +849.9% 3,410 $214K
Corecam Pte. Ltd. 0.09% New 3,400 $213K
Walker Asset Management, LLC 0.11% Add +6.4% 3,324 $208K
Silverlake Wealth Management LLC 0.04% Add +5.4% 3,321 $208K
Cypress Wealth Services, LLC 0.03% No change 3,320 $208K
Advisors Capital Management, LLC 0.00% Reduce -20.6% 3,320 $208K
Point72 Asset Management 0.00% New 3,318 $208K
Plum Street Advisors, LLC 0.07% Add +0.0% 3,281 $206K
Comprehensive Financial Consultants Institutional, Inc. 0.06% Reduce -76.9% 3,261 $204K
Magnolia Capital Advisors LLC 0.04% New 3,242 $203K
Bulltick Wealth Management, LLC 0.04% Reduce -3.2% 3,236 $203K
O'shaughnessy Asset Management, LLC 0.00% Add +64.7% 3,173 $199K
Private Capital Management, LLC 0.02% No change 3,100 $194K
Guardian Wealth Advisors, LLC / NC 0.01% No change 3,016 $189K
Pinnacle Bancorp, Inc. 0.06% Add +7.4% 3,010 $189K
Collier Financial 0.14% Add +0.0% 2,931 $184K
Allspring Global Investments Holdings, LLC 0.00% No change 2,870 $183K
Advocate Investing Services LLC 0.15% Reduce -21.7% 2,902 $182K
Synergy Investment Management, LLC 0.06% Add +0.0% 2,853 $179K
Bernard Wealth Management Corp. 0.07% Reduce -9.5% 2,707 $170K
Creative Financial Designs Inc. 0.01% Reduce -7.8% 2,676 $168K
Keating Financial Advisory Services, Inc. 0.03% New 2,598 $163K
Root Financial Partners, LLC 0.01% New 2,595 $163K
NBT Bank, N.A. 0.01% No change 2,400 $150K
Lloyd Advisory Services, LLC. 0.04% New 2,383 $149K
Kingdom Financial Group LLC. 0.04% Add +30.4% 2,383 $149K
Blue Bell Private Wealth Management, LLC 0.02% No change 2,148 $135K
Valor Advisors LLC 0.11% No change 1,860 $133K
Ameriflex Group, Inc. 0.06% Add +141.7% 2,028 $127K
Trust Co. of Toledo NA 0.01% No change 2,020 $127K
Archer Investment Corp 0.03% Reduce -7.0% 1,990 $125K
Brown Brothers Harriman & Co. 0.00% Reduce -4.6% 1,973 $124K
Clark Wealth Partners 0.08% Add +0.2% 1,948 $122K
Russell Investments Group, Ltd. 0.00% Reduce -47.1% 1,937 $121K
Greykasell Wealth Strategies, Inc. 0.05% Add +0.2% 1,883 $118K
WealthShield Partners, LLC 0.01% Add +1.5% 1,866 $117K
Investors Portfolio Services LLC 0.11% Reduce -19.6% 1,857 $116K
Walsh & Associates, LLC 0.12% No change 1,852 $116K
Front Row Advisors LLC 0.04% No change 1,851 $116K
Trask Adam Roland 0.10% — 1,758 $110K
Fairscale Capital, LLC 0.07% No change 1,728 $108K
Benson Wealth Management INC 0.15% No change 1,714 $107K
Murphy & Mullick Capital Management Corp 0.08% No change 1,710 $107K
Hanson & Doremus Investment Management 0.01% No change 1,710 $107K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -79.0% 1,545 $97K
Deutsche Bank AG 0.00% Reduce -19.6% 1,527 $96K
Whipplewood Advisors, LLC 0.05% Add +39.9% 1,491 $93K
KERR FINANCIAL PLANNING Corp 0.06% Add +0.2% 1,353 $91K
Signature Equity Partners, LLC 0.04% Add +108.5% 1,318 $83K
Quadrant Capital Group LLC 0.00% No change 1,300 $81K
SBI Securities Co., Ltd. 0.00% Add +4.8% 1,280 $80K
Smithfield Trust Co 0.00% No change 1,275 $80K
Evolution Wealth Management Inc. 0.06% Reduce -2.8% 1,258 $79K
Key Financial Inc 0.01% No change 1,239 $78K
Register Financial Advisors LLC 0.03% No change 1,213 $76K
MCF Advisors LLC 0.00% Reduce -0.4% 1,205 $76K
AlphaCore Capital LLC 0.00% Add +93.2% 1,103 $69K
Bangor Savings Bank 0.01% No change 1,100 $69K
Biltmore Family Office, LLC 0.01% No change 1,077 $68K
Wellington-Altus USA Inc. 0.04% Add +455.6% 750 $67K
North Star Investment Management Corp. 0.00% New 1,058 $66K
Global Trust Asset Management, LLC 0.03% Reduce -66.5% 1,050 $66K
Gilpin Wealth Management, LLC 0.05% Add +163.0% 1,039 $65K
Blue Trust, Inc. 0.00% Add +1108.1% 1,039 $65K
Forum Finance Group S.A. 0.03% — 1,205 $63K
N.E.W. Advisory Services LLC 0.00% Reduce -33.3% 1,003 $63K
Plante Moran Financial Advisors, LLC 0.00% New 940 $59K
Noble Wealth Management PBC 0.03% No change 925 $58K
Smartleaf Asset Management LLC 0.00% Add +0.3% 950 $58K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 876 $55K
Westside Investment Management, Inc. 0.01% No change 858 $54K
Solstein Capital, LLC 0.02% No change 856 $54K
Bell Investment Advisors, Inc 0.01% No change 850 $53K
Investment Research & Advisory Group, Inc. 0.02% No change 840 $53K
BOK Financial Private Wealth, Inc. 0.00% No change 830 $52K
Larson Financial Group LLC 0.00% Reduce -71.2% 821 $51K
Natixis 0.00% Add +58.3% 828 $51K
Group One Trading LLC 0.00% Reduce -85.2% 774 $49K
True Link Financial Advisors, LLC 0.00% New 763 $48K
Bfsg, LLC 0.00% No change 750 $47K
Community Bank, N.A. 0.01% New 728 $46K
Gill Capital Partners, LLC 0.01% New 721 $45K
Arlington Trust Co LLC 0.00% New 695 $44K
Eastern Bank 0.00% Add +2.0% 665 $42K
NFSG Corp 0.01% Add +17.9% 664 $42K
Innovative Asset Advisors Group, LLC 0.02% — 660 $41K
Whittier Trust Co. 0.00% No change 600 $38K
Rossby Financial, LCC 0.01% Add +13.8% 595 $38K
Ancora Advisors LLC 0.00% Add +10.8% 587 $37K
Hilltop National Bank 0.01% No change 585 $37K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -31.1% 579 $36K
Strategic Wealth Partners, Ltd. 0.00% No change 560 $35K
Crews Bank & Trust 0.01% No change 555 $35K
Armstrong Advisory Group, Inc. 0.00% Add +0.2% 542 $34K
Atlantic Union Bankshares Corp 0.00% New 541 $34K
Ankerstar Wealth, LLC 0.04% No change 536 $34K
Godfrey Financial Associates, Inc. 0.03% No change 507 $32K
Wellington Shields & Co., LLC 0.01% No change 500 $31K
Roxbury Financial LLC 0.03% No change 494 $31K
TIAA Wealth Investment Management LLC 0.00% — 500 $30K
Avalon Trust Co 0.00% Reduce -85.1% 475 $30K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -11.2% 445 $28K
RMG Wealth Management LLC 0.00% Reduce -27.4% 358 $27K
Asset Dedication, LLC 0.00% Reduce -57.4% 406 $25K
Central Pacific Bank - Trust Division 0.00% New 400 $25K
Truvestments Capital LLC 0.00% Reduce -3.7% 391 $25K
New England Capital Financial Advisors LLC 0.01% No change 390 $24K
Smallwood Wealth Investment Management, LLC 0.01% No change 385 $24K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 390 $24K
BankPlus Trust Department 0.01% No change 340 $21K
Ameliora Wealth Management Ltd. 0.01% No change 319 $20K
Hyposwiss Advisors SA 0.02% No change 300 $19K
Webster Bank, N. A. 0.00% No change 300 $19K
MV Capital Management, Inc. 0.00% No change 300 $19K
Financial Network Wealth Advisors LLC 0.02% Add +43.5% 277 $17K
Raffa Wealth Management, LLC 0.00% No change 277 $17K
Strategic Investment Solutions, Inc. 0.00% Add +58.8% 270 $17K
Financial Consulate, Inc. 0.00% Add +37.4% 268 $17K
Protective Life Corp. 0.06% New 265 $17K
Colonial Trust Advisors 0.00% Reduce -24.6% 245 $15K
DiNuzzo Private Wealth, Inc. 0.00% No change 235 $15K
JDM Financial Group LLC 0.01% No change 220 $14K
Wolff Wiese Magana LLC 0.01% Add +88.5% 213 $13K
PlanVest Financial, Inc 0.01% — 210 $13K
Pin Oak Investment Advisors Inc. 0.01% No change 206 $13K
Versant Capital Management, Inc 0.00% No change 200 $13K
LM Advisors LLC 0.07% Reduce -16.6% 781 $12K
Halbert Hargrove Global Advisors, LLC 0.00% No change 192 $12K
CENTRAL TRUST Co 0.00% Add +26.9% 189 $12K
Marshall Investment Management, LLC 0.01% Reduce -99.3% 184 $12K
Beacon Investment Advisory Services, Inc. 0.00% New 179 $11K
Imprint Wealth LLC 0.05% No change 176 $11K
Coastline Trust Co 0.00% No change 168 $11K
Quaker Wealth Management, LLC 0.00% Reduce -99.8% 163 $10K
Financial Perspectives, Inc 0.00% No change 145 $9K
Kilter Group LLC 0.00% No change 137 $9K
HighMark Wealth Management LLC 0.00% No change 136 $9K
Ascentis Wealth Management, LLC 0.00% Reduce -43.5% 130 $8K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -3.0% 130 $8K
JNBA Financial Advisors 0.00% No change 125 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 125 $8K
Key Capital Management, INC 0.00% No change 114 $7K
Missouri Trust & Investment Co 0.00% No change 110 $7K
Abound Wealth Management 0.00% No change 109 $7K
FAS Wealth Partners, Inc. 0.00% No change 105 $7K
Main Street Group, LTD 0.00% New 102 $6K
Copia Wealth Management 0.00% No change 100 $6K
Fourth Dimension Wealth, LLC 0.00% No change 100 $6K
Realta Investment Advisors 0.00% Reduce -71.0% 100 $6K
GW&K Investment Management, LLC 0.00% No change 101 $6K
Salomon & Ludwin, LLC 0.00% No change 90 $6K
Trust Co 0.00% No change 92 $6K
Signaturefd, LLC 0.00% Add +12.5% 90 $6K
Proathlete Wealth Management LLC 0.00% Add +30.9% 89 $6K
Physician Wealth Advisors, Inc. 0.00% New 88 $6K
Hollencrest Capital Management 0.00% New 88 $6K
Wilmington Savings Fund Society, FSB 0.00% New 86 $5K
Pacific Center for Financial Services 0.00% New 81 $5K
Avion Wealth 0.00% New 85 $5K
Rosenberg Matthew Hamilton 0.00% No change 79 $5K
Morse Asset Management, Inc 0.00% No change 75 $5K
Activest Wealth Management 0.00% Reduce -73.8% 74 $5K
Highline Wealth Partners LLC 0.00% Add +1.5% 68 $4K
Colonial Trust Co / SC 0.00% No change 66 $4K
Strengthening Families & Communities, LLC 0.00% No change 65 $4K
Ascentis Independent Advisors 0.00% New 60 $4K
Cornerstone National Bank & Trust Co 0.00% No change 51 $3K
WPG Advisers, LLC 0.00% No change 50 $3K
Gables Capital Management Inc. 0.00% No change 50 $3K
Pacifica Partners Inc. 0.00% No change 50 $3K
Strive Financial Group ,LLC 0.00% Add +11.4% 49 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 46 $3K
Nova Wealth Management, Inc. 0.00% Reduce -76.9% 45 $3K
Howe & Rusling Inc. 0.00% Add +462.5% 45 $3K
Salem Investment Counselors Inc. 0.00% New 43 $3K
McIlrath & Eck, LLC 0.00% No change 42 $3K
Addison Advisors LLC 0.00% New 40 $3K
GHP Investment Advisors, Inc. 0.00% New 34 $2K
Caitlin John, LLC 0.00% No change 34 $2K
Hantz Financial Services, Inc. 0.00% No change 26 $2K
High Note Wealth, LLC 0.00% New 30 $2K
GAMMA Investing LLC 0.00% Reduce -66.3% 27 $2K
Tower Research Capital LLC (TRC) 0.00% New 19 $1K
Glassman Wealth Services 0.00% No change 12 $769

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