First Trust Nasdaq CybersecuCIBRETF

13F holders, Q2 2026 (June 30)
845holders +96
151new positions
51sold out
3famous investors
$89.82avg. 13F price*

At the end of Q2 2026, 845 institutions reported holding First Trust Nasdaq Cybersecu (CIBR) in their 13F filings, up 96 from Q1 2026. 151 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($1.2B) and LPL Financial LLC ($568.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions151$202.9M
Exits51$89.7M

All 13F filers, Q1 2026 → Q2 2026: 8,409,722 shares bought and 3,635,462 shares sold, net +4,774,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 845 holders

Bank of America Corp. 0.09% Add +1.6% 14,684,507 $1.3B
Morgan Stanley 0.06% Add +0.4% 13,493,839 $1.2B
LPL Financial LLC 0.13% Add +3.7% 6,324,451 $568.3M
UBS Group AG 0.08% Add +3.4% 5,868,755 $527.3M
Wells Fargo & Company 0.07% Add +4.7% 4,695,411 $421.9M
JPMorgan Chase & Co. 0.02% Add +318.0% 3,461,122 $306.3M
Royal Bank of Canada 0.03% Add +4.7% 2,209,858 $198.6M
Raymond James Financial Inc. 0.05% Reduce -5.3% 2,202,840 $197.9M
Ameriprise Financial Inc. 0.04% Add +4.5% 1,990,479 $178.9M
First Trust Advisors LP 0.06% Add +3.6% 1,227,217 $110.2M
Commonwealth Equity Services, LLC 0.13% Add +0.1% 1,153,710 $103.7M
HighTower Advisors, LLC 0.09% Add +33.7% 1,052,664 $94.6M
Cetera Investment Advisers 0.08% Add +9.5% 996,780 $89.6M
Cambridge Investment Research Advisors, Inc. 0.16% Add +2.2% 790,075 $71.0M
Envestnet Asset Management Inc. 0.02% Add +0.8% 789,156 $70.9M
Osaic Holdings, Inc. 0.08% Add +2.6% 744,792 $66.9M
Stifel Financial Corp. 0.05% Add +1.5% 732,893 $65.9M
Axxcess Wealth Management, LLC 0.96% New 674,848 $60.6M
Capital Asset Advisory Services LLC 2.19% Add +1.0% 674,005 $60.6M
Rockefeller Capital Management L.P. 0.08% Reduce -1.3% 555,088 $49.9M
Citigroup Inc. 0.02% Add +3.5% 489,978 $44.0M
Private Advisor Group, LLC 0.19% Reduce -13.6% 472,791 $42.5M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -3.3% 438,772 $39.4M
Kestra Advisory Services, LLC 0.12% Add +5.5% 424,814 $38.2M
Rockport Wealth LLC 5.30% Reduce -4.8% 351,463 $31.6M
Jones Financial Companies LLLP 0.01% Add +13.2% 361,569 $30.9M
Pinnacle Associates Ltd. 0.33% Add +1.3% 341,020 $30.6M
MML Investors Services, LLC 0.06% Add +20.0% 339,713 $30.5M
Truist Financial Corp. 0.03% Reduce -2.3% 305,589 $27.5M
Janney Montgomery Scott LLC 0.05% Add +5.4% 291,507 $26.2M
Modern Wealth Management, LLC 0.27% Reduce -5.8% 253,046 $22.7M
Intellus Advisors LLC 2.63% New 241,259 $21.7M
Kestra Private Wealth Services, LLC 0.23% Add +8.8% 237,312 $21.3M
Equitable Holdings, Inc. 0.12% Reduce -5.3% 229,012 $20.6M
Marks Wealth, LLC 4.36% New 223,913 $20.1M
Procyon Advisors, LLC 0.86% Add +6.9% 221,110 $19.9M
Clearwater Capital Advisors, LLC 1.40% Add +0.5% 212,657 $19.1M
NewEdge Advisors, LLC 0.05% Reduce -13.8% 201,338 $18.1M
PNC Financial Services Group, Inc. 0.01% Add +23.6% 200,608 $18.0M
Mgo One Seven LLC 0.30% Add +12.8% 199,990 $18.0M
American Financial Advisors, LLC 2.14% Reduce -1.1% 198,104 $17.8M
Legacy Edge Advisors, LLC 1.63% Reduce -4.6% 197,558 $17.8M
Blair William & Co. 0.05% Add +147.9% 194,996 $17.5M
Goldman Sachs Group Inc. 0.00% Add +539.0% 192,718 $17.3M
&partners 0.07% Reduce -26.6% 188,709 $17.0M
Sargent Investment Group, LLC 1.94% Reduce -3.0% 179,786 $16.2M
Integrated Wealth Concepts LLC 0.10% Add +94.7% 168,076 $15.1M
D.A. Davidson & Co. 0.08% Add +25.2% 166,788 $15.0M
Maniro Ltd 3.34% Add +58.2% 165,740 $14.9M
Mutual Advisors, LLC 0.27% Add +1.8% 161,395 $14.5M
Arax Advisory Partners 0.10% Add +183.1% 160,318 $14.4M
Independent Financial Group, LLC 0.27% Reduce -10.0% 159,417 $14.3M
Parker Investment Management, LLC 1.69% New 155,120 $13.9M
Appleton Partners Inc. 0.85% Reduce -5.6% 154,397 $13.9M
Prudential PLC 0.09% New 154,000 $13.8M
Ashton Thomas Private Wealth, LLC 0.29% Reduce -3.5% 152,188 $13.7M
Key Client Fiduciary Advisors, LLC 3.84% Reduce -3.6% 146,871 $13.2M
Sanctuary Advisors, LLC 0.06% Add +9.1% 143,310 $12.9M
Susquehanna International Group, LLP 0.01% Add +251.3% 142,943 $12.8M
Arkadios Wealth Advisors 0.20% Reduce -3.2% 141,543 $12.7M
Merit Financial Group, LLC 0.08% Add +2.1% 138,670 $12.5M
Destiny Wealth Partners, LLC 1.73% Reduce -21.6% 133,375 $12.2M
Prospera Financial Services Inc 0.18% Add +8.3% 135,021 $12.1M
Pinnacle Wealth Management Advisory Group, LLC 0.71% Add +0.8% 132,296 $11.9M
Steward Partners Investment Advisory, LLC 0.06% Add +1.8% 124,658 $11.2M
Hengehold Capital Management LLC 0.87% Add +5.5% 124,520 $11.2M
Kiker Wealth Management, LLC 4.34% Reduce -4.1% 123,750 $11.1M
PTM Wealth Management, LLC 4.95% Add +4.4% 124,276 $11.0M
Plotkin Financial Advisors, LLC 4.49% Add +0.3% 120,316 $10.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +8.5% 116,333 $10.7M
Dunhill Financial, LLC 2.18% Add +0.3% 118,022 $10.6M
Pine Valley Investments Ltd Liability Co 0.44% Add +3.1% 114,095 $10.3M
Bank of Montreal 0.00% Add +13.9% 113,484 $10.2M
Creative Planning 0.01% Add +6.2% 110,683 $9.9M
Baird Financial Group, Inc. 0.01% Add +1.1% 107,368 $9.6M
IAM Advisory, LLC 1.87% Add +3.9% 106,887 $9.6M
Hobart Private Capital, LLC 1.64% Add +1.9% 106,622 $9.6M
Warner Group LLC 2.36% Add +77.3% 106,545 $9.6M
Scotia Capital Inc. 0.04% Reduce -13.6% 105,101 $9.4M
Federation des caisses Desjardins du Quebec 0.03% Reduce -13.1% 104,513 $9.4M
Frisch Financial Group, Inc. 1.58% Add +8.3% 102,751 $9.2M
National Bank of Canada 0.01% Add +1.0% 101,698 $9.1M
Cibc World Market Inc. 0.01% Add +2.8% 96,478 $8.7M
NTV Asset Management LLC 0.85% Add +1.5% 96,201 $8.6M
J.W. Cole Advisors, Inc. 0.15% Reduce -1.7% 96,165 $8.6M
Waverly Advisors, LLC 0.05% Add +5.8% 92,862 $8.3M
Cary Street Partners Financial LLC 0.17% Reduce -3.7% 88,264 $7.9M
O'Connor Financial Group LLC 2.80% Add +1.6% 88,038 $7.9M
Stephens Inc. 0.09% Reduce -1.9% 87,162 $7.8M
Sigma Planning Corp 0.20% Add +13.1% 87,095 $7.8M
BIP Wealth, LLC 0.22% Add +97.1% 86,330 $7.8M
Captrust Financial Advisors 0.01% Add +20.8% 85,166 $7.7M
Phoenix Financial Ltd. 0.05% No change 81,875 $7.4M
Fagan Associates, Inc. 0.90% Add +0.8% 81,789 $7.3M
Rooted Wealth Advisors, Inc. 1.78% Reduce -12.9% 80,833 $7.3M
Dala Group, LLC 5.97% Add +5.1% 80,587 $7.2M
CX Institutional 0.21% Reduce -6.7% 79,988 $7.2M
StoneCrest Wealth Management, Inc. 2.30% Add +1.2% 79,976 $7.2M
Oppenheimer & Co. Inc. 0.08% Reduce -7.6% 78,949 $7.1M
SG Americas Securities, LLC 0.00% Add +175.4% 78,732 $7.1M
ABLE Financial Group, LLC 1.18% Add +6.6% 78,075 $7.0M
SageGuard Financial Group, LLC 0.98% Add +76.9% 77,590 $7.0M
Stratos Wealth Partners, LTD. 0.07% Add +4.7% 76,258 $6.9M
Benjamin Edwards Inc. 0.06% Add +1.5% 76,156 $6.8M
Cresset Asset Management, LLC 0.02% Reduce -0.7% 75,247 $6.8M
BNP Paribas Financial Markets 0.00% Reduce -1.0% 73,655 $6.6M
Snowden Capital Advisors LLC 0.16% Add +71.6% 73,129 $6.6M
Gaddis Premier Wealth Advisors LLC 3.96% Add +7.0% 72,397 $6.5M
Twin Peaks Wealth Advisors, LLC 1.47% Reduce -3.2% 72,138 $6.5M
Harbour Investments, Inc. 0.09% Reduce -1.9% 72,122 $6.5M
Beacon Pointe Advisors, LLC 0.03% Reduce -21.6% 71,175 $6.4M
Independent Advisor Alliance 0.15% Reduce -47.4% 71,107 $6.4M
Ameritas Advisory Services, LLC 0.13% Add +59.5% 70,338 $6.3M
Granite Investment Partners, LLC 0.32% No change 70,045 $6.3M
Wedbush Securities Inc. 0.16% Reduce -1.3% 69,526 $6.2M
Principal Securities, Inc. 0.07% Reduce -7.5% 68,725 $6.2M
Grey Ledge Advisors, LLC 1.22% Add +7.4% 67,727 $6.1M
Beck Capital Management, LLC 1.11% Reduce -1.7% 66,747 $6.0M
Concentrum Wealth Management 1.42% Add +2.4% 65,900 $5.9M
Sumitomo Mitsui Financial Group, Inc. 0.11% Reduce -0.8% 65,414 $5.9M
WealthCare Investment Partners, LLC 1.41% Reduce -9.2% 64,437 $5.8M
Mainsail Financial Group, LLC 1.95% Add +11.3% 63,814 $5.7M
Concurrent Investment Advisors, LLC 0.05% Add +40.0% 63,566 $5.7M
Kingsview Wealth Management, LLC 0.07% Add +23.8% 62,270 $5.6M
Insigneo Advisory Services, LLC 0.21% Add +370.8% 61,198 $5.5M
Private Wealth Asset Management, LLC 0.52% Add +1.1% 60,230 $5.4M
Wealthfront Advisers LLC 0.01% Add +2.5% 60,180 $5.4M
Fifth Third Bancorp 0.01% Reduce -8.0% 60,070 $5.4M
Laurel Wealth Advisors LLC 0.52% Reduce -0.6% 59,892 $5.4M
Assetmark, Inc. 0.01% Reduce -1.8% 58,664 $5.3M
Pacific Sun Financial Corp 2.17% Reduce -3.6% 58,451 $5.3M
Simon Quick Advisors, LLC 0.20% Reduce -0.4% 56,299 $5.1M
Nations Financial Group Inc, /Ia/ 0.24% Add +2.9% 55,833 $5.0M
Cascade Investment Group, Inc. 2.81% Reduce -2.0% 55,714 $5.0M
Vise Technologies, Inc. 0.06% New 55,219 $5.0M
NORTHSTAR ASSET MANAGEMENT Co 0.92% Reduce -1.7% 55,377 $4.9M
Neville Rodie & Shaw Inc. 0.32% Reduce -17.9% 54,465 $4.9M
Proactive Wealth Strategies LLC 0.78% Reduce -1.1% 53,815 $4.8M
PCG Wealth Advisors, LLC 1.07% Add +1.6% 53,448 $4.8M
SFI Advisors, LLC 4.10% Reduce -0.8% 52,896 $4.8M
McCollum Christoferson Group LLC 1.37% Reduce -1.6% 52,536 $4.7M
Moors & Cabot, Inc. 0.18% Reduce -10.0% 52,330 $4.7M
Vivid Wealth Management, LLC 1.65% Reduce -0.5% 52,138 $4.7M
Moran Wealth Management, LLC 0.13% Reduce -3.6% 51,258 $4.6M
High Point Wealth Management, LLC 3.82% Reduce -5.3% 50,935 $4.6M
Cerity Partners LLC 0.01% Reduce -7.7% 50,918 $4.6M
Abbot Financial Management, Inc. 1.68% Add +15.9% 50,823 $4.6M
WESPAC Advisors SoCal, LLC 0.80% Reduce -2.9% 49,600 $4.5M
Geneos Wealth Management Inc. 0.09% Add +33.7% 49,589 $4.5M
Rathbones Group PLC 0.02% Reduce -3.4% 49,317 $4.4M
Meitav Investment House Ltd. 0.03% Reduce -18.6% 49,135 $4.4M
Floyd Financial Group LLC 2.87% Reduce -0.2% 46,418 $4.4M
Cerro Pacific Wealth Advisors LLC 0.98% Add +3.9% 48,298 $4.3M
EPG Wealth Management LLC 1.04% Add +4.0% 48,203 $4.3M
Jane Street Group, LLC 0.00% Add +56.5% 48,136 $4.3M
Sfmg, LLC 0.26% Add +5.5% 47,580 $4.3M
Gladstone Institutional Advisory LLC 0.13% Add +5.0% 47,385 $4.3M
RFG Advisory, LLC 0.06% Add +23.7% 45,861 $4.1M
Pinnacle Financial Partners, Inc. 0.03% Add +8.5% 45,542 $4.1M
Prime Capital Investment Advisors, LLC 0.04% Reduce -37.1% 45,470 $4.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.45% Add +0.8% 44,857 $4.0M
Florin Court Capital LLP 6.56% New 44,700 $4.0M
Gateway Wealth Partners, LLC 0.24% Reduce -49.2% 44,678 $4.0M
Golden State Wealth Management, LLC 0.36% Add +29.6% 44,462 $4.0M
IHT Wealth Management, LLC 0.08% Reduce -24.8% 44,318 $4.0M
LeConte Wealth Management, LLC 2.16% Reduce -5.8% 44,045 $4.0M
VestGen Advisors, LLC 0.12% Add +2.5% 44,041 $4.0M
Herbst Group, LLC 2.09% Add +736.5% 42,661 $3.8M
Triumph Capital Management 0.69% Reduce -10.0% 42,166 $3.8M
Lanark Financial, Inc. 0.26% Reduce -0.9% 41,890 $3.8M
Concorde Asset Management, LLC 2.18% Reduce -12.6% 41,875 $3.8M
Coastal Bridge Advisors, LLC 0.23% Add +7.7% 40,723 $3.7M
Capital Investment Advisory Services, LLC 0.22% Add +7.6% 40,453 $3.6M
FMR LLC 0.00% Add +13.3% 40,248 $3.6M
StoneX Group Inc. 0.15% Add +30.1% 40,275 $3.6M
Williams Jones Wealth Management, LLC. 0.04% Add +4.7% 40,088 $3.6M
Intrinsic Edge Capital Management LLC 0.44% New 40,000 $3.6M
Sava Penzisko Drushtvo A.D. Skopje 0.96% Reduce -93.0% 16,029 $3.6M
Spectrum Wealth Advisory Group, LLC 1.00% Reduce -0.9% 38,955 $3.5M
AE Wealth Management LLC 0.02% Add +7.7% 37,902 $3.4M
Investment Advisory Services Group LLC 2.49% Add +4.7% 37,851 $3.4M
Summit Financial, LLC 0.04% Add +3.6% 36,959 $3.3M
SHP Wealth Management 0.23% Add +4.6% 36,917 $3.3M
Focus Partners Wealth 0.00% Add +9.3% 36,913 $3.3M
Robertson Stephens Wealth Management, LLC 0.08% Reduce -1.4% 36,276 $3.3M
Flagstar Securities, Inc. 0.98% Add +12.8% 36,125 $3.2M
LFA - Lugano Financial Advisors SA 1.94% Reduce -8.9% 37,074 $3.2M
Granite Bay Wealth Management, LLC 0.30% New 35,836 $3.2M
EFG International AG 0.06% Reduce -26.5% 35,770 $3.2M
Markowski Investments 0.70% — 35,607 $3.2M
Smith, Moore & Co. 0.21% Add +6.6% 35,468 $3.2M
Victory Financial Group, LLC 0.33% New 35,252 $3.2M
International Assets Investment Management, LLC 0.19% Add +7.8% 34,684 $3.2M
Old Second National Bank of Aurora 0.60% Reduce -3.9% 35,159 $3.2M
OneDigital Investment Advisors LLC 0.03% Add +10.6% 34,962 $3.1M
Condor Capital Management 0.23% Reduce 0.0% 34,751 $3.1M
Bison Wealth, LLC 0.29% Reduce -2.1% 33,504 $3.1M
Clear Creek Financial Management, LLC 0.20% Add +30.9% 34,434 $3.1M
Wealthspire Advisors, LLC 0.02% Add +243.8% 34,403 $3.1M
Wealthcare Advisory Partners LLC 0.06% Add +0.5% 34,318 $3.1M
Sage Capital Management, LLC 1.20% Add +4.4% 34,239 $3.1M
Bravera Wealth 1.14% Add +14.2% 33,218 $3.0M
Daymark Wealth Partners, LLC 0.07% Add +4.7% 33,214 $3.0M
Mark Sheptoff Financial Planning, LLC 1.56% Reduce -0.5% 32,789 $2.9M
Sherman Asset Management, Inc. 2.27% Reduce -12.7% 32,577 $2.9M
MPWM Advisory Solutions, LLC 1.33% Add +9.9% 32,437 $2.9M
Tidal Investments LLC 0.01% New 32,381 $2.9M
Merkkuri Wealth Advisors LLC 1.80% Add +23.1% 32,233 $2.9M
Capital Fund Management S.A. 0.02% Add +21.3% 31,293 $2.8M
Apollon Financial, LLC 0.33% Reduce -6.3% 31,035 $2.8M
Fulton Bank, N.A. 0.08% Add +2.5% 30,880 $2.8M
SeaCrest Wealth Management, LLC 0.30% Add +13.8% 30,643 $2.8M
Ironsides Asset Advisors, LLC 0.64% Reduce -0.7% 30,215 $2.7M
Parallel Advisors, LLC 0.04% Reduce -9.3% 30,201 $2.7M
Advantage Trust Co 0.95% Add +1.0% 30,074 $2.7M
Belpointe Asset Management LLC 0.09% Add +9.5% 29,465 $2.6M
HBK Sorce Advisory LLC 0.05% Add +0.5% 26,899 $2.6M
Elequin Capital, LP 0.45% New 29,029 $2.6M
Purus Wealth Management, LLC 0.72% Reduce -0.2% 29,015 $2.6M
Fiduciary Alliance LLC 0.18% Add +603.2% 29,008 $2.6M
Signal Advisors Wealth, LLC 0.13% Add +124.8% 28,652 $2.6M
WCG Wealth Advisors LLC 0.06% Reduce -1.1% 28,084 $2.5M
Crescent Grove Advisors, LLC 0.21% Reduce -0.1% 28,050 $2.5M
Laurel Oak Wealth Management, LLC 0.37% Reduce -0.1% 27,956 $2.5M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -9.6% 27,928 $2.5M
Sowell Financial Services LLC 0.08% Add +23.0% 27,536 $2.5M
SCS Capital Management LLC 0.02% No change 27,494 $2.5M
Level Four Advisory Services, LLC 0.07% Reduce -5.3% 27,476 $2.5M
Dynamic Advisor Solutions LLC 0.07% Add +26.7% 26,985 $2.4M
Mariner, LLC 0.00% Reduce -79.3% 26,873 $2.4M
Vontobel Holding Ltd. 0.01% Reduce -8.3% 26,055 $2.3M
PFG Investments, LLC 0.09% Add +5.0% 26,047 $2.3M
Thrivent Financial for Lutherans 0.00% Add +2.8% 25,923 $2.3M
Creative Financial Designs Inc. 0.11% Add +858.8% 25,658 $2.3M
Mercer Global Advisors Inc. 0.00% Reduce -4.4% 25,568 $2.3M
Flagship Harbor Advisors, LLC 0.09% Add +30.6% 25,435 $2.3M
Stegent Equity Advisors, Inc. 1.63% Add +302.8% 25,260 $2.3M
DAVENPORT & Co LLC 0.01% Add +16.3% 25,228 $2.3M
IFP Advisors, Inc 0.04% Reduce -12.5% 24,760 $2.2M
Global Retirement Partners, LLC 0.03% — 24,520 $2.2M
Guardian Asset Advisors, LLC 1.01% New 24,486 $2.2M
Citizens Financial Group Inc. 0.03% Reduce -2.8% 24,296 $2.2M
Melone Private Wealth, LLC 0.83% Add +0.1% 24,166 $2.2M
Western Wealth Management, LLC 0.07% Add +17.0% 23,506 $2.1M
NewEdge Wealth, LLC 0.02% Add +7.5% 23,256 $2.1M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -0.8% 23,220 $2.1M
Callan Family Office, LLC 0.04% Reduce -12.2% 23,041 $2.1M
Signature Estate & Investment Advisors LLC 0.04% Reduce -3.5% 22,997 $2.1M
Nomura Asset Management Co. Ltd. 0.00% New 22,900 $2.1M
TD Waterhouse Canada Inc. 0.01% Reduce -75.0% 19,516 $2.1M
Fifth Third Securities, Inc. 0.12% Reduce -3.9% 22,687 $2.0M
Transcendent Capital Group LLC 0.79% New 22,683 $2.0M
Visionary Wealth Advisors 0.08% Add +46.0% 22,622 $2.0M
Corient Private Wealth LP 0.00% Reduce -43.4% 22,326 $2.0M
Sovran Advisors, LLC 0.15% Reduce -2.2% 22,566 $2.0M
Prosperity Consulting Group, LLC 0.08% Reduce -2.3% 22,104 $2.0M
Cornerstone Wealth Management, LLC 0.08% Add +15.1% 21,988 $2.0M
Carlson Financial, Inc. 1.00% Add +1.6% 21,886 $2.0M
Forefront Wealth Partners, LLC 0.61% Reduce -30.8% 21,793 $2.0M
Magnus Financial Group LLC 0.14% Add +1.8% 21,692 $1.9M
Ethos Financial Group, LLC 0.13% Reduce -37.0% 21,805 $1.9M
Valley National Advisers Inc. 0.22% Reduce -0.6% 21,540 $1.9M
Kropog Financial Group, LLC 1.36% Add +4.8% 21,433 $1.9M
Great Valley Advisor Group, Inc. 0.03% Add +6.6% 21,037 $1.9M
Goldstone Financial Group, LLC 0.17% Reduce -6.6% 20,772 $1.9M
Midwest Financial Group LLC 0.65% Add +4.1% 20,707 $1.9M
Sage Mountain Advisors LLC 0.11% Reduce -27.3% 20,591 $1.9M
Brookstone Capital Management 0.02% Add +39.2% 20,517 $1.8M
O'ROURKE & COMPANY, Inc 0.63% Reduce -2.7% 20,096 $1.8M
TPG Advisors LLC 0.99% Reduce -0.8% 20,077 $1.8M
Seaview Investment Managers LLC 0.54% Add +12.8% 19,956 $1.8M
GFS Advisors, LLC 0.19% Reduce -1.9% 6,641 $1.8M
Miramontes Capital, LLC 0.55% Reduce -1.4% 19,642 $1.8M
Kingswood Wealth Advisors, LLC 0.07% Reduce -70.6% 19,556 $1.8M
Valtrion Capital Management, LLC 1.30% Add +0.9% 19,492 $1.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Reduce -0.2% 19,234 $1.7M
HSBC Holdings PLC 0.00% Add +163.9% 19,000 $1.7M
Essex Financial Services, Inc. 0.08% Reduce -2.5% 18,879 $1.7M
Fearless Solutions, LLC dba Best Invest 0.89% Add +10.3% 18,793 $1.7M
MMBG Investment Advisors Co. 0.13% Add +1.9% 18,532 $1.7M
Atria Investments, Inc 0.02% Add +34.3% 18,482 $1.7M
Mayflower Financial Advisors, LLC 0.14% Reduce -7.2% 18,456 $1.7M
Farther Finance Advisors, LLC 0.01% Reduce -43.4% 18,145 $1.6M
TD Capital Management LLC 0.13% Add +0.4% 18,113 $1.6M
Jacobi Capital Management LLC 0.08% Reduce -1.6% 18,095 $1.6M
Ignite Planners, LLC 0.22% Add +2.2% 18,020 $1.6M
Legacy Wealth Managment, LLC 0.67% Add +15.4% 17,991 $1.6M
OneAscent Financial Services LLC 0.08% Add +3.1% 17,817 $1.6M
Bank Hapoalim BM 0.11% Reduce -27.9% 17,802 $1.6M
Koa Wealth Management, LLC 1.07% Add +42.7% 17,580 $1.6M
Prosperity Financial Group, Inc. 0.49% Reduce -1.1% 17,538 $1.6M
Macro Advisors, Inc. 0.49% Reduce -7.2% 17,249 $1.5M
Solutions 4 Wealth, Ltd 1.99% Reduce -1.9% 17,197 $1.5M
Curran Financial Partners, LLC 0.23% Add +37.5% 17,065 $1.5M
Wealth Watch Advisors, INC 0.50% Reduce -45.1% 17,015 $1.5M
Main Street Financial Solutions, LLC 0.10% Reduce -1.0% 16,936 $1.5M
Koshinski Asset Management, Inc. 0.08% Add +1.7% 16,920 $1.5M
AQR Capital Management 0.00% Add +2.8% 16,862 $1.5M
Strategic Financial Concepts, LLC 0.45% New 16,780 $1.5M
Emerald Advisors, LLC 0.19% Add +4.7% 16,637 $1.5M
Crown Wealth Group, LLC 0.38% Reduce -4.0% 16,600 $1.5M
Ayalon Insurance Comp Ltd. 0.18% No change 16,350 $1.5M
Burke & Herbert Bank & Trust Co. 0.36% Add +30.4% 10,609 $1.5M
HB Wealth Management, LLC 0.01% Add +1.3% 16,312 $1.5M
Gotham Asset Management 0.00% Reduce -32.8% 16,307 $1.5M
Aster Capital Management (DIFC) Ltd 0.31% Reduce -13.2% 16,200 $1.5M
Wisconsin Wealth Advisors, LLC 1.22% Add +0.1% 15,904 $1.4M
Advisory Services Network, LLC 0.02% Reduce -12.2% 15,754 $1.4M
Ellis Investment Partners, LLC 0.21% Reduce -2.3% 15,699 $1.4M
Moss Adams Wealth Advisors LLC 0.09% Reduce -74.3% 15,684 $1.4M
Compass Financial Management LLC 0.17% — 14,790 $1.4M
Garden State Investment Advisory Services LLC 0.27% Add +0.4% 15,409 $1.4M
WealthBridge Capital Management, LLC 0.27% Add +0.0% 15,341 $1.4M
James J. Burns & Company, LLC 0.15% Add +3.4% 15,338 $1.4M
Centaurus Financial, Inc. 0.05% Add +9.2% 15,134 $1.4M
Spire Wealth Management 0.04% Add +106.9% 14,912 $1.3M
Integrity Alliance, Llc. 0.04% Add +6.5% 14,773 $1.3M
WealthPlan Investment Management, LLC 0.07% Add +25.8% 14,749 $1.3M
PFG Advisors 0.07% Reduce -2.2% 14,692 $1.3M
Richard W. Paul & Associates, LLC 0.40% Add +0.6% 14,615 $1.3M
PKS Advisory Services, LLC 0.21% Reduce -8.4% 14,526 $1.3M
Commerce Bank 0.01% Reduce -7.6% 14,385 $1.3M
Intellectus Partners, LLC 0.22% Add +57.0% 14,373 $1.3M
Endowment Wealth Management, Inc. 0.50% Add +63.1% 14,331 $1.3M
Perigon Wealth Management, LLC 0.02% Add +8.4% 14,273 $1.3M
Harbor Investment Advisory, LLC 0.09% Reduce -7.6% 14,139 $1.3M
Avior Wealth Management, LLC 0.03% Reduce -4.3% 14,045 $1.3M
James Investment Research, Inc. 0.13% Reduce -4.8% 13,930 $1.3M
IMC-Chicago, LLC 0.01% New 13,928 $1.3M
FSM Wealth Advisors, LLC 0.13% Reduce -0.1% 13,922 $1.3M
Ausdal Financial Partners, Inc. 0.05% Add +6.8% 13,890 $1.2M
Harvest Investment Services, LLC 0.19% Add +18.2% 13,853 $1.2M
Lido Advisors, LLC 0.00% Add +1.8% 13,808 $1.2M
CreativeOne Wealth, LLC 0.03% Add +11.5% 13,631 $1.2M
Redhawk Wealth Advisors, Inc. 0.12% Reduce -2.0% 13,437 $1.2M
United Advisor Group, LLC 0.13% Add +13.3% 13,344 $1.2M
MAI Capital Management 0.00% Add +37.0% 13,269 $1.2M
Natixis Advisors, LLC 0.00% Reduce -11.4% 13,226 $1.2M
Pitcairn Wealth Advisors LLC 0.13% No change 13,220 $1.2M
Apollon Wealth Management, LLC 0.01% Reduce -60.5% 13,179 $1.2M
Fairview Capital Investment Management, LLC 0.06% Add +0.2% 13,130 $1.2M
Valeo Financial Advisors, LLC 0.02% Add +8.6% 13,114 $1.2M
Arrowroot Family Office, LLC 0.34% New 13,045 $1.2M
River Street Advisors LLC 0.34% Add +3.9% 12,819 $1.2M
CoreCap Advisors, LLC 0.03% Reduce -11.3% 12,779 $1.1M
BlackRock, Inc. 0.00% Add +72.4% 12,746 $1.1M
Foundations Investment Advisors, LLC 0.01% Add +13.0% 12,701 $1.1M
Newman Dignan & Sheerar, Inc. 0.22% Add +6.0% 12,652 $1.1M
One Capital Management, LLC 0.03% No change 18,129 $1.1M
Beacon Financial Advisory LLC 0.22% Reduce -15.6% 12,640 $1.1M
Alteri Wealth LLC 0.31% Add +6.9% 12,535 $1.1M
Mattern Wealth Management LLC 0.18% New 12,417 $1.1M
Southern Financial Group, LLC 0.28% Add +0.9% 12,400 $1.1M
Keating Financial Advisory Services, Inc. 0.15% Add +374.4% 12,326 $1.1M
Beaumont Asset Management, L.L.C. 0.43% Reduce -2.3% 12,275 $1.1M
Global Financial Private Client, LLC 0.30% Add +1.6% 12,164 $1.1M
Prepared Retirement Institute LLC 0.46% Add +8.3% 12,130 $1.1M
Fullerton Advisors, LLC 1.02% Add +5.8% 12,127 $1.1M
HighPoint Advisor Group LLC 0.04% Reduce -4.7% 12,067 $1.1M
IFG Advisory, LLC 0.04% New 12,063 $1.1M
Astoria Portfolio Advisors LLC. 0.18% Add +93.8% 12,034 $1.1M
Cyndeo Wealth Partners, LLC 0.05% Add +122.2% 11,945 $1.1M
Calton & Associates, Inc. 0.16% Add +36.9% 11,841 $1.1M
Sun Financial Inc 0.50% Add +8.0% 10,432 $1.0M
Simplex Trading, LLC 0.03% New 11,626 $1.0M
CPR Investments Inc. 0.80% Add +199.1% 11,600 $1.0M
Vista Investment Partners Ii, LLC 0.40% New 11,379 $1.0M
Park Avenue Securities LLC 0.01% Add +27.8% 11,323 $1.0M
Morey & Quinn Wealth Partners, LLC 0.64% Reduce -2.5% 11,143 $1.0M
American Institute for Advanced Investment Management, LLP 0.58% Reduce -0.7% 11,113 $999K
Continuum Advisory, LLC 0.08% Add +85.4% 11,091 $997K
Bramshill Investments, LLC 0.08% New 11,000 $988K
Rehmann Capital Advisory Group 0.05% Add +54.4% 10,954 $984K
Mirador Capital Partners LP 0.12% Add +0.1% 10,904 $980K
Paragon Private Wealth Management, LLC 0.25% Add +4.2% 10,867 $976K
Aspen Investment Management Inc 0.26% Add +13.4% 10,849 $975K
APS Management Group, Inc. 0.74% Add +15.0% 10,722 $963K
Ieq Capital, LLC 0.00% Add +47.1% 10,669 $959K
Y.D. More Investments Ltd 0.03% Reduce -6.0% 10,592 $952K
Old National Bancorp 0.02% Reduce -0.7% 10,505 $944K
YANKCOM Partnership 0.34% No change 10,490 $943K
Arwa LLC 0.38% Add +78.7% 10,002 $919K
Chicago Partners Investment Group LLC 0.02% Add +6.3% 10,388 $911K
Symphony Financial, Ltd. Co. 0.10% Add +0.2% 10,111 $908K
Cornerstone Wealth, LLC 0.45% Reduce -10.1% 9,644 $898K
EP Wealth Advisors, LLC 0.00% Add +40.9% 9,886 $888K
DeDora Capital, Inc. 0.19% Reduce -3.7% 9,882 $888K
KFG Wealth Management, LLC 0.10% Add +3.2% 9,877 $887K
Northbridge Financial Group, LLC 0.34% Reduce -1.9% 9,815 $882K
Compound Planning, Inc. 0.02% Add +33.0% 9,755 $876K
Keystone Financial Group 0.05% Add +46.5% 9,703 $872K
SFG Wealth Management, LLC. 0.31% Reduce -0.9% 9,647 $867K
Bluedoor Private Wealth, LLC 0.36% Reduce -32.0% 9,600 $863K
LJI Wealth Management, LLC 0.12% Reduce -1.6% 9,499 $853K
Kickstand Ventures, Llc. 0.15% Add +8.9% 9,493 $853K
Keystone Wealth Services, LLC 0.16% Reduce -30.3% 9,452 $849K
Kraematon Investment Advisors, Inc. 0.63% Add +0.0% 9,357 $841K
Dakota Wealth Management 0.02% Add +0.6% 9,346 $840K
Simplicity Wealth,LLC 0.03% Reduce -5.4% 9,241 $830K
Byrne Financial Freedom, LLC 0.32% Add +101.2% 9,143 $822K
IPG Investment Advisors LLC 0.12% Add +102.8% 9,137 $821K
Silver Oak Securities, Incorporated 0.05% Reduce -3.6% 9,126 $820K
Medallion Wealth Advisors, LLC 0.26% Reduce -12.9% 9,081 $818K
Triad Wealth Partners, LLC 0.05% New 8,688 $816K
Institute for Wealth Management, LLC. 0.07% Add +1.7% 9,073 $815K
Fortis Advisors, LLC 0.38% Add +0.1% 9,059 $814K
Barclays PLC 0.00% Reduce -51.8% 8,989 $808K
Capital Analysts, LLC 0.02% Add +39.1% 8,861 $796K
Worthington Financial Partners, LLC 0.65% Add +1.3% 8,740 $785K
Quantinno Capital Management LP 0.00% Add +117.5% 8,709 $783K
Midwest Trust Co 0.01% No change 8,680 $780K
Glass Jacobson Investment Advisors llc 0.24% Reduce -1.4% 8,627 $775K
Columbus Macro, LLC 0.08% New 8,621 $775K
Strategic Advisors LLC 0.17% Reduce -3.7% 8,549 $768K
Kaizen Financial Strategies 0.30% Add +0.1% 8,390 $764K
Bensler, LLC 0.07% Reduce -8.4% 8,502 $764K
Fiduciary Trust Co 0.01% Add +3.3% 8,456 $760K
Kintra Wealth, LLC 0.04% Add +7.1% 7,412 $757K
Savvy Advisors, Inc. 0.02% Reduce -2.7% 8,404 $755K
Caprock Group, LLC 0.01% Reduce -27.8% 8,397 $754K
Barnes Wealth Management Group, Inc 0.34% Add +23.7% 8,202 $737K
GoalVest Advisory LLC 0.14% New 8,199 $737K
World Investment Advisors 0.01% Reduce -4.7% 9,799 $731K
Realta Investment Advisors 0.23% Add +8025.0% 8,125 $730K
Global Assets Advisory, LLC 0.16% New 7,931 $726K
Fortune Financial Group, Inc. 0.57% New 8,021 $721K
Rye Brook Capital LLC 0.50% No change 8,000 $719K
Juno Financial Group LLC 0.25% Reduce -7.5% 7,994 $718K
Davis R M Inc. 0.01% Reduce -0.5% 7,965 $716K
Retirement Planning Group, LLC 0.02% Reduce -21.5% 7,900 $710K
Balboa Wealth Partners 0.10% Add +4.7% 7,872 $707K
Balance Wealth Partners LLC 0.19% Reduce -3.0% 7,811 $702K
Intesa Sanpaolo Wealth Management 0.14% Add +68.8% 7,800 $701K
Allied Private Wealth LLC 0.45% — 7,595 $696K
Castleview Partners, LLC 0.31% Add +2.8% 7,743 $696K
Glenmede Trust Co. NA 0.00% Add +9.2% 7,696 $691K
Brown Advisory Inc. 0.00% Add +69.5% 7,649 $687K
Grantvest Financial Group LLC 0.40% Add +7.9% 7,643 $687K
Afg Fiduciary Services Limited Partnership 0.54% Reduce -9.7% 7,523 $682K
Compass Capital Corp. /Ma/ 0.22% Add +2.1% 6,714 $676K
Triton Wealth Management, PLLC 0.21% Reduce -1.6% 7,289 $668K
Presilium Private Wealth, LLC 0.10% New 7,375 $663K
Symphony Financial Services, Inc. 0.30% Add +0.2% 7,373 $662K
Wellington Shields Capital Management, LLC 0.08% No change 7,300 $656K
HBW Advisory Services LLC 0.06% New 7,257 $652K
Focus Financial Network, Inc. 0.02% Reduce -1.3% 7,256 $652K
Stonebridge Financial Planning Group, LLC 0.21% Reduce -9.3% 7,219 $649K
United Capital Financial Advisors, LLC 0.00% No change 7,215 $648K
Altus Wealth Group LLC 0.23% Reduce -33.7% 7,206 $647K
Richmond Investment Services, LLC 0.20% Reduce -45.8% 7,179 $645K
Cozad Asset Management Inc. 0.04% Reduce -2.3% 7,121 $640K
Composition Wealth, LLC 0.01% Add +2.8% 7,116 $639K
Claro Advisors Inc. 0.07% Add +25.2% 7,054 $634K
Wealth Management Associates, Inc. 0.17% Add +17.0% 6,986 $628K
Betterment LLC 0.00% Reduce -10.5% 6,966 $626K
Crestwood Advisors Group, LLC 0.01% Add +75.1% 6,937 $623K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 6,933 $623K
Boreal Capital Management LLC 0.53% No change 6,875 $618K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.6% 6,811 $612K
TrueWealth Advisors, LLC 0.14% Add +6.8% 6,791 $610K
Kovack Advisors, Inc. 0.03% Add +16.4% 6,725 $610K
Interchange Capital Partners, LLC 0.11% Reduce -8.3% 6,723 $604K
Cottonwood Capital Advisors, LLC 0.36% Reduce -1.5% 6,641 $597K
Titleist Asset Management, LLC 0.04% Reduce -2.7% 6,633 $596K
Wagner Wealth Management, LLC 0.11% Add +1.2% 6,574 $591K
Westshore Wealth, LLC 0.18% Reduce -1.9% 6,560 $589K
Delta Investment Management, LLC 0.10% New 6,539 $588K
US Bancorp \de 0.00% Reduce -42.5% 6,501 $584K
Glen Eagle Advisors, LLC 0.07% Reduce -26.0% 6,491 $583K
Northwest Financial Advisors 0.08% Add +0.0% 6,469 $581K
Ameritas Investment Partners, Inc. 0.02% Add +8.0% 6,464 $581K
Capital Square, LLC 0.26% Add +14.9% 6,320 $581K
Northern Trust Corp. 0.00% New 6,419 $577K
Marshall & Sterling Wealth Advisors Inc. 0.34% Reduce -31.0% 6,414 $576K
Rothschild Investment LLC 0.02% Reduce -2.1% 6,359 $571K
Capital CS Group, LLC 0.82% New 6,293 $565K
Sunpointe, LLC 0.16% Reduce -0.3% 6,266 $563K
Mason & Associates Inc 0.09% No change 6,256 $562K
Resurgent Financial Advisors LLC 0.16% New 6,210 $558K
Tradition Wealth Management, LLC 0.03% Reduce -21.8% 6,165 $554K
Unconventional Investor, LLC 0.23% No change 6,073 $546K
Caldwell Trust Co 0.04% Reduce -3.7% 5,990 $538K
Onyx Bridge Wealth Group LLC 0.05% Add +72.8% 5,973 $537K
Tempo Wealth, LLC 0.08% Add +0.1% 5,876 $528K
Johnson Investment Counsel Inc. 0.00% Add +1.2% 5,821 $523K
Financial Partners Group, Inc 0.05% Add +37.4% 5,820 $523K
Tidemark, LLC 0.12% Add +1.5% 5,723 $514K
Choreo, LLC 0.01% Add +4.2% 5,633 $506K
Quantum Private Wealth, LLC 0.13% Reduce -13.1% 5,581 $501K
Gilman Hill Asset Management, LLC 0.07% Add +4.7% 5,575 $501K
Perryman Financial Advisory Inc. 0.07% Add +3.5% 5,563 $500K
Strategic Blueprint, LLC 0.02% Add +5.3% 5,357 $481K
Aptus Capital Advisors, LLC 0.00% Add +9.6% 5,348 $481K
Private Trust Co. NA 0.04% Reduce -6.4% 5,217 $469K
Allworth Financial LP 0.00% Add +1.7% 5,135 $461K
Perennial Investment Advisors, LLC 0.03% Add +22.9% 5,119 $460K
Cottage Street Advisors LLC 0.18% New 5,096 $458K
Banque Cantonale Vaudoise 0.02% Add +10.4% 5,073 $456K
Elmwood Wealth Management, Inc. 0.11% No change 5,066 $455K
B. Riley Wealth Advisors, Inc. 0.02% Add +3.0% 5,121 $453K
Maridea Wealth Management LLC 0.05% Reduce -2.5% 5,023 $451K
Summit Wealth Group LLC / Co. 0.04% Add +0.2% 5,011 $450K
71 West Capital Partners 0.02% No change 4,982 $448K
Joseph Group Capital Management 0.09% Reduce -38.7% 4,937 $444K
Founders Financial Alliance, LLC 0.06% Add +0.0% 4,928 $443K
Atlas Wealth LLC 0.07% Add +8.9% 4,920 $442K
Valmark Advisers, Inc. 0.00% New 4,861 $437K
Wealth Effects LLC 0.12% Add +3.8% 4,842 $435K
Nilsine Partners, LLC 0.03% Add +0.0% 4,837 $435K
BCS Wealth Management 0.08% No change 4,750 $427K
MBE Wealth Management, LLC 0.15% Add +15.6% 4,742 $426K
First Citizens Bank & Trust Co. 0.01% Add +1.6% 4,613 $414K
MTM Investment Management, LLC 0.12% No change 4,600 $413K
Sharpepoint LLC 0.21% Reduce -2.7% 4,556 $409K
Archford Capital Strategies, LLC 0.04% Reduce -0.1% 4,553 $409K
Moneta Group Investment Advisors LLC 0.00% Add +8.4% 4,518 $406K
Ally Invest Advisors Inc. 0.02% Reduce -13.0% 4,435 $398K
Fusion Capital, LLC 0.09% Reduce -10.3% 4,412 $396K
Pure Financial Advisors, LLC 0.01% Reduce -1.2% 4,398 $395K
Kingdom Financial Group LLC. 0.10% Add +84.5% 4,396 $395K
Choice Wealth Advisors LLC 0.14% No change 4,387 $394K
Opal Wealth Advisors, LLC 0.09% Add +26.9% 4,386 $394K
ProCore Advisors, LLC 0.49% Add +21.5% 4,358 $392K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -9.8% 4,356 $391K
Chapin Davis, Inc. 0.07% No change 4,348 $391K
Rwa Wealth Partners, LLC 0.00% Add +0.1% 4,332 $389K
GK Wealth Management LLC 0.23% New 4,323 $388K
XTX Topco Ltd 0.01% New 4,315 $388K
Modera Wealth Management, LLC 0.00% Add +1.8% 4,311 $387K
Alliancebernstein L.P. 0.00% Reduce -4.6% 6,158 $386K
Evelyn Partners Group Ltd 0.01% — 4,278 $384K
Stablepoint Partners, LLC 0.05% Add +3.6% 4,271 $384K
Plan Group Financial, LLC 0.08% Reduce -35.5% 4,257 $382K
Indivisible Partners 0.02% New 4,255 $382K
Advyzon Investment Management, LLC 0.03% New 4,174 $375K
Americana Partners, LLC 0.01% Add +11.9% 4,142 $372K
Sculati Wealth Management, LLC 0.12% New 4,000 $369K
HUB Investment Partners, LLC 0.01% Add +10.3% 4,111 $369K
Walker Asset Management, LLC 0.18% Add +22.6% 4,074 $366K
Silverleafe Capital Partners, LLC 0.10% Reduce -1.8% 4,030 $362K
First County Bank 0.17% New 4,000 $359K
Wedmont Private Capital 0.01% No change 3,900 $358K
Sound Income Strategies, LLC 0.02% Add +3.6% 3,940 $354K
Aurora Private Wealth, Inc. 0.22% Reduce -65.0% 3,921 $352K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.13% Add +151.6% 3,887 $349K
Madison Wealth Partners, Inc 0.04% Add +2.6% 3,875 $348K
Thoroughbred Financial Services, LLC 0.02% Reduce -15.7% 3,878 $348K
Stirlingshire Investments, Inc. 0.26% New 3,844 $345K
W1M Asset Management Ltd 0.00% No change 3,831 $344K
FSB Premier Wealth Management, Inc. 0.10% Add +0.3% 3,819 $343K
REAP Financial Group, LLC 0.06% Add +0.1% 3,790 $341K
Z3 Capital Partners, LLC 0.07% Add +6.4% 3,762 $338K
Kestra Investment Management, LLC 0.01% New 3,718 $334K
Acorn Wealth Advisors, LLC 0.08% Reduce -20.7% 3,703 $333K
Hazlett, Burt & Watson, Inc. 0.09% Reduce -3.0% 3,702 $332K
Leigh Baldwin & Co., LLC 0.18% Reduce -14.2% 3,687 $331K
tru Independence LLC 0.14% Add +0.1% 3,644 $327K
Omega Financial Group, LLC 0.10% Add +0.1% 3,628 $326K
Alpine Woods Capital Investors, LLC 0.07% No change 3,600 $323K
Facet Wealth, Inc. 0.00% New 3,596 $323K
Macroview Investment Management LLC 0.20% No change 3,587 $322K
Pinnacle Family Advisors, LLC 0.13% New 3,555 $319K
Fortis Capital Advisors, LLC 0.04% New 3,539 $318K
ExodusPoint Capital Management, LP 0.00% New 3,500 $314K
Granville Capital, Inc. 0.14% Reduce -4.3% 3,493 $314K
Absolute Capital Management, LLC 0.08% New 3,476 $312K
Valued Retirements, Inc. 0.28% Reduce -28.7% 3,473 $312K
Impact Partnership Wealth, LLC 0.03% New 3,468 $312K
KMG Fiduciary Partners, LLC 0.03% No change 3,462 $311K
DRW Securities, LLC 0.02% New 3,458 $311K
Team Financial Group, LLC 0.13% Reduce -2.7% 3,457 $311K
Meridian Financial Advisors, LLC 0.15% New 3,443 $309K
Pinion Investment Advisors, LLC 0.06% New 3,427 $308K
Xcelsior Advisor Partners LLC 0.04% New 3,427 $308K
JBR Co Financial Management Inc 0.11% Reduce -10.1% 3,417 $307K
Comprehensive Financial Consultants Institutional, Inc. 0.08% Add +3.2% 3,366 $302K
Pincus Capital Management, LP 0.18% Reduce -11.1% 3,356 $302K
Silverlake Wealth Management LLC 0.06% Add +0.5% 3,336 $300K
Cypress Wealth Services, LLC 0.04% No change 3,320 $298K
Sonoma Allocations LLC 0.09% Reduce -28.4% 3,253 $298K
Bulltick Wealth Management, LLC 0.06% Add +2.4% 3,312 $298K
Gentry Private Wealth, LLC 0.15% New 3,289 $296K
Plum Street Advisors, LLC 0.09% Add +0.0% 3,282 $295K
Russell Investments Group, Ltd. 0.00% Add +68.0% 3,254 $292K
WealthTrust Asset Management, LLC 0.16% New 3,245 $292K
LFG Wealth Partners, LLC 0.14% New 3,228 $290K
AdvisorNet Financial, Inc 0.01% Reduce -6.2% 3,222 $289K
Maripau Wealth Management LLC 0.10% Reduce -11.3% 3,204 $288K
KPP Advisory Services LLC 0.04% Reduce -55.6% 3,200 $288K
Briggs Wealth Management, Inc 0.26% Reduce -17.4% 3,200 $287K
Navis Wealth Advisors, LLC 0.11% Reduce -26.6% 3,193 $287K
Fisher Asset Management 0.00% New 3,188 $286K
Viawealth, LLC 0.14% New 3,185 $286K
Avidian Wealth Enterprises, LLC 0.01% New 3,160 $284K
Argyle Capital Partners, LLC 0.18% New 3,128 $281K
Owen LaRue, LLC 0.10% New 3,113 $280K
Private Capital Management, LLC 0.03% No change 3,100 $279K
Clarendon Private LLC 0.18% New 3,078 $277K
Chancellor Financial Group WB LP 0.17% New 3,075 $276K
Van Diest Capital, LLC 0.25% New 3,072 $276K
Guardian Wealth Advisors, LLC / NC 0.02% Add +1.6% 3,064 $275K
Exit Wealth Advisors, LLC. 0.13% New 3,052 $274K
Crux Wealth Advisors 0.09% New 3,047 $274K
Transcend Capital Advisors, LLC 0.02% New 3,031 $272K
Venture Visionary Partners LLC 0.01% New 3,023 $272K
Stewardship Concepts Financial Services LLC 0.18% New 3,019 $271K
Investment Planning Advisors, Inc. 0.06% New 3,014 $271K
Towneley Capital Management, Inc / DE 0.05% New 3,000 $270K
Evolution Wealth Advisors, LLC 0.03% New 2,985 $268K
Baldwin Wealth Partners LLC 0.02% New 2,979 $268K
One Charles Private Wealth Services, LLC 0.06% New 2,978 $268K
Darden Wealth Group Inc 0.11% New 2,970 $267K
Trilogy Capital Inc. 0.01% New 2,956 $266K
FLC Capital Advisors 0.04% New 2,950 $265K
Frederick Financial Consultants, LLC 0.11% New 2,941 $264K
Urban Wealth Management, LLC 0.23% New 2,930 $263K
Boyer Financial Services, Inc. 0.22% New 2,902 $263K
Roberts Glore & Co. Inc. 0.07% New 2,925 $263K
William Mack & Associates, Inc. 0.09% New 2,899 $260K
Huntleigh Advisors, Inc. 0.04% New 2,895 $260K
Allspring Global Investments Holdings, LLC 0.00% No change 2,870 $260K
Collier Financial 0.18% Reduce -1.7% 2,881 $259K
Revisor Wealth Management LLC 0.06% New 2,869 $258K
Nwam LLC 0.01% New 2,832 $254K
Kennedy Investment Group, Inc. 0.09% New 2,828 $254K
Focus Partners Advisor Solutions, LLC 0.00% New 2,796 $251K
Quadcap Wealth Management, LLC 0.02% New 2,794 $251K
WNY Asset Management, LLC 0.02% New 2,779 $250K
Synergy Investment Management, LLC 0.06% Reduce -3.5% 2,753 $247K
Buck Wealth Strategies, LLC 0.03% New 2,749 $247K
Brighton Jones LLC 0.00% New 2,734 $246K
Eagle Wealth Strategies LLC 0.09% New 2,733 $246K
Bernard Wealth Management Corp. 0.09% No change 2,707 $243K
MWA Asset Management 0.11% Reduce -21.8% 2,702 $243K
Marex Group Ltd 0.00% Reduce -42.0% 2,695 $242K
Apella Capital, LLC 0.00% New 2,610 $241K
Traction Financial Partners, LLC 0.13% New 2,669 $240K
Yarger Wealth Strategies, LLC 0.09% New 2,600 $239K
Advocate Investing Services LLC 0.18% Reduce -8.6% 2,653 $238K
Pines Wealth Management, LLC 0.07% New 2,645 $238K
Tempus Wealth Planning, LLC 0.05% Reduce -24.4% 2,614 $235K
Anson Capital, Inc. 0.15% Reduce -89.8% 2,567 $231K
OpenArc Corporate Advisory, LLC 0.00% New 2,556 $230K
Summa Corp. 0.07% New 2,500 $230K
Pinnacle Bancorp, Inc. 0.06% Reduce -15.1% 2,555 $230K
Plimoth Trust Co. LLC 0.05% New 2,542 $228K
Choate Investment Advisors 0.00% New 2,513 $226K
GR Financial Group, LLC 0.03% New 2,504 $225K
Pursue Wealth Partners LLC 0.13% New 2,500 $225K
Kathmere Capital Management, LLC 0.01% New 2,500 $225K
WJ Financial Advisors LLC 0.16% New 2,490 $224K
Prospect Financial Services LLC 0.11% New 2,485 $223K
Advisors Capital Management, LLC 0.00% Reduce -25.2% 2,482 $223K
Corecam Pte. Ltd. 0.08% Reduce -27.9% 2,450 $220K
Ankerstar Wealth, LLC 0.18% Add +356.2% 2,445 $220K
Florida Trust Wealth Management Co 0.01% New 2,444 $220K
Birchcreek Wealth Management, LLC 0.09% New 2,443 $220K
Princeton Global Asset Management LLC 0.03% Reduce -42.6% 2,421 $218K
Daiichi Life International Holdings LLC 6.86% New 2,408 $216K
Harbour Trust & Investment Management Co 0.02% New 2,400 $216K
NBT Bank, N.A. 0.01% No change 2,400 $216K
Stenger Family Office, LLC 0.03% New 2,541 $215K
Alliance Wealth Advisors, LLC 0.09% New 2,388 $215K
Stratos Wealth Advisors, LLC 0.01% New 2,375 $213K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 2,371 $211K
Fortis Capital Management LLC 0.02% New 2,346 $211K
Brown Brothers Harriman & Co. 0.00% Add +18.3% 2,334 $210K
Allen Capital Group, LLC 0.02% Reduce -41.7% 2,329 $209K
Worth Financial Advisory Group, LLC 0.09% New 2,326 $209K
Evercore Wealth Management, LLC 0.00% New 2,318 $208K
Stonebridge Financial Group, LLC 0.03% — 2,322 $208K
EverSource Wealth Advisors, LLC 0.01% New 2,307 $207K
Impact Capital Partners LLC 0.06% New 2,300 $207K
Econ Financial Services Corp 0.10% New 2,295 $206K
Front Row Advisors LLC 0.06% Add +11.0% 2,054 $205K
Buska Wealth Management, LLC 0.07% New 2,283 $205K
Deutsche Bank AG 0.00% Add +49.3% 2,279 $205K
Integrity Investment Advisors, LLC 0.09% New 2,253 $202K
Silvercrest Asset Management Group LLC 0.00% New 2,250 $202K
Magnolia Capital Advisors LLC 0.03% Reduce -30.8% 2,243 $202K
Ameriflex Group, Inc. 0.08% Add +5.9% 2,148 $193K
Balentine LLC 0.01% New 2,110 $190K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -3.1% 2,082 $187K
O'shaughnessy Asset Management, LLC 0.00% Reduce -34.4% 2,081 $187K
Friedenthal Financial 0.09% New 2,047 $184K
Trust Co. of Toledo NA 0.02% No change 2,020 $181K
Archer Investment Corp 0.03% Add +0.1% 1,991 $179K
Clark Wealth Partners 0.10% Add +0.1% 1,949 $175K
Greykasell Wealth Strategies, Inc. 0.06% Add +0.1% 1,884 $169K
Walsh & Associates, LLC 0.14% No change 1,852 $166K
Burnham & Co LLC 0.13% — 1,758 $158K
Advisors Preferred, LLC 0.02% New 1,714 $155K
Fairscale Capital, LLC 0.09% No change 1,728 $155K
Benson Wealth Management INC 0.15% No change 1,714 $154K
Hanson & Doremus Investment Management 0.02% No change 1,710 $154K
Murphy & Mullick Capital Management Corp 0.10% No change 1,710 $154K
Anchor Bay Capital, Inc. 0.08% — 1,500 $151K
Investors Portfolio Services LLC 0.11% Reduce -10.1% 1,669 $150K
SBI Securities Co., Ltd. 0.00% Add +23.4% 1,579 $142K
Belvedere Trading LLC 0.01% New 1,551 $139K
Biltmore Family Office, LLC 0.02% Add +41.8% 1,527 $137K
Forum Finance Group S.A. 0.05% Add +53.9% 1,854 $135K
KERR FINANCIAL PLANNING Corp 0.14% No change 1,353 $122K
Signature Equity Partners, LLC 0.06% Add +2.2% 1,347 $121K
Clearstead Advisors, LLC 0.00% Reduce -96.2% 1,331 $120K
Smithfield Trust Co 0.00% No change 1,275 $115K
Key Financial Inc 0.02% No change 1,239 $111K
Register Financial Advisors LLC 0.03% No change 1,213 $109K
Peterson Wealth Management 0.05% Reduce -99.1% 1,165 $105K
New England Asset Management Inc. 0.01% New 1,150 $103K
Bessemer Group Inc. 0.00% New 1,133 $102K
Gilpin Wealth Management, LLC 0.07% Add +6.3% 1,104 $99K
Bangor Savings Bank 0.01% No change 1,100 $99K
Whipplewood Advisors, LLC 0.06% Reduce -31.9% 1,015 $91K
Franklin Resources Inc. 0.00% New 1,002 $90K
MCF Advisors LLC 0.00% Reduce -18.6% 981 $88K
Smartleaf Asset Management LLC 0.00% No change 950 $84K
Noble Wealth Management PBC 0.04% No change 925 $83K
Providence Capital Advisors, LLC 0.01% New 885 $80K
North Star Investment Management Corp. 0.00% Reduce -16.4% 885 $80K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 876 $79K
Westside Investment Management, Inc. 0.01% No change 858 $77K
Solstein Capital, LLC 0.03% No change 856 $77K
Evolution Wealth Management Inc. 0.04% Reduce -32.5% 849 $76K
Investment Research & Advisory Group, Inc. 0.02% No change 840 $75K
BOK Financial Private Wealth, Inc. 0.00% No change 830 $75K
Allianz SE 0.00% New 797 $72K
Bell Investment Advisors, Inc 0.01% Reduce -6.7% 793 $71K
Bfsg, LLC 0.01% No change 750 $67K
N.E.W. Advisory Services LLC 0.00% Reduce -25.9% 743 $67K
Tower Research Capital LLC (TRC) 0.00% Add +3768.4% 735 $66K
Community Bank, N.A. 0.01% No change 728 $65K
Gill Capital Partners, LLC 0.02% No change 721 $65K
NFSG Corp 0.01% No change 664 $60K
Eastern Bank 0.00% Reduce -1.9% 652 $59K
Larson Financial Group LLC 0.00% Reduce -21.8% 642 $58K
Ancora Advisors LLC 0.00% Add +5.8% 621 $56K
Whittier Trust Co. 0.00% No change 600 $56K
Steigerwald, Gordon & Koch Inc. 0.01% No change 579 $52K
Fiduciary Financial Advisors 0.01% New 574 $51K
Strategic Wealth Partners, Ltd. 0.00% No change 560 $50K
Crews Bank & Trust 0.01% No change 555 $50K
WPG Advisers, LLC 0.03% Add +1000.0% 550 $49K
Armstrong Advisory Group, Inc. 0.00% No change 542 $49K
JDM Financial Group LLC 0.02% Add +141.4% 531 $48K
Natixis 0.00% Reduce -37.1% 521 $47K
Rakuten Securities, Inc. 0.01% New 500 $45K
Wellington Shields & Co., LLC 0.01% No change 500 $45K
Roxbury Financial LLC 0.04% Add +0.2% 495 $44K
Avalon Trust Co 0.00% No change 475 $43K
Godfrey Financial Associates, Inc. 0.03% Reduce -8.3% 465 $42K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -99.9% 451 $41K
DHJJ Financial Advisors, Ltd. 0.01% No change 445 $40K
Tucker Asset Management LLC 0.01% New 432 $39K
Bogart Wealth, LLC 0.00% Reduce -99.1% 431 $39K
Asset Dedication, LLC 0.00% No change 406 $36K
Hilltop National Bank 0.01% Reduce -31.6% 400 $36K
New England Capital Financial Advisors LLC 0.01% Add +0.3% 391 $35K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 390 $35K
Smallwood Wealth Investment Management, LLC 0.02% No change 385 $35K
Wellington-Altus USA Inc. 0.02% Reduce -28.7% 535 $34K
AlphaCore Capital LLC 0.00% Reduce -66.5% 370 $33K
Nemes Rush Group LLC 0.00% Reduce -89.4% 360 $32K
Strategic Investment Solutions, Inc. 0.01% Add +29.6% 350 $31K
TFC Financial Management, Inc. 0.00% New 344 $31K
BankPlus Trust Department 0.01% No change 340 $31K
Truvestments Capital LLC 0.00% Reduce -14.3% 335 $30K
Ameliora Wealth Management Ltd. 0.01% No change 319 $29K
Howe & Rusling Inc. 0.00% Add +555.6% 295 $27K
Rossby Financial, LCC 0.00% Reduce -50.8% 293 $26K
Financial Network Wealth Advisors LLC 0.03% No change 277 $25K
Raffa Wealth Management, LLC 0.00% Reduce -2.2% 271 $24K
Financial Consulate, Inc. 0.00% Reduce -7.5% 248 $22K
Colonial Trust Advisors 0.00% No change 245 $22K
DiNuzzo Private Wealth, Inc. 0.00% No change 235 $21K
Financial Gravity Companies, Inc. 0.00% — 222 $20K
Decker Retirement Planning Inc. 0.01% New 219 $20K
Wolff Wiese Magana LLC 0.01% No change 213 $19K
Pin Oak Investment Advisors Inc. 0.01% No change 206 $19K
Brown, Lisle/Cummings, Inc. 0.00% New 200 $18K
Versant Capital Management, Inc 0.00% No change 200 $18K
Halbert Hargrove Global Advisors, LLC 0.00% No change 192 $17K
CENTRAL TRUST Co 0.00% No change 189 $17K
Marshall Investment Management, LLC 0.01% No change 184 $17K
Beacon Investment Advisory Services, Inc. 0.00% No change 179 $16K
Imprint Wealth LLC 0.06% No change 176 $16K
Coastline Trust Co 0.00% No change 168 $15K
Quaker Wealth Management, LLC 0.00% No change 163 $15K
MV Capital Management, Inc. 0.00% Reduce -50.0% 150 $13K
Financial Perspectives, Inc 0.00% No change 145 $13K
HighMark Wealth Management LLC 0.00% Add +1.5% 138 $12K
Glassman Wealth Services 0.00% Add +1041.7% 137 $12K
Kilter Group LLC 0.00% No change 137 $12K
Ascentis Wealth Management, LLC 0.00% Reduce -1.5% 128 $12K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -3.1% 126 $11K
JNBA Financial Advisors 0.00% No change 125 $11K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 125 $11K
Key Capital Management, INC 0.01% No change 114 $10K
Signaturefd, LLC 0.00% Add +26.7% 114 $10K
Abound Wealth Management 0.00% No change 109 $10K
FAS Wealth Partners, Inc. 0.00% No change 105 $9K
Copia Wealth Management 0.01% No change 100 $9K
Downshift Financial, LLC 0.00% New 100 $9K
Fourth Dimension Wealth, LLC 0.00% No change 100 $9K
Proathlete Wealth Management LLC 0.00% Add +7.9% 96 $9K
Vision Retirement, LLC 0.00% New 92 $8K
Trust Co 0.00% No change 92 $8K
Salomon & Ludwin, LLC 0.00% No change 90 $8K
Physician Wealth Advisors, Inc. 0.00% No change 88 $8K
Hollencrest Capital Management 0.00% No change 88 $8K
GHP Investment Advisors, Inc. 0.00% Add +150.0% 85 $8K
Costello Asset Management, INC 0.00% New 81 $7K
Rosenberg Matthew Hamilton 0.00% No change 79 $7K
Blue Trust, Inc. 0.00% Reduce -92.4% 79 $7K
Avion Wealth 0.00% No change 85 $7K
Hantz Financial Services, Inc. 0.00% Add +192.3% 76 $7K
Morse Asset Management, Inc 0.00% No change 75 $7K
Highline Wealth Partners LLC 0.00% No change 68 $6K
Colonial Trust Co / SC 0.00% No change 66 $6K
Strengthening Families & Communities, LLC 0.00% No change 65 $6K
Mosley Wealth Management 0.00% New 60 $5K
NBH Bank 0.00% — 53 $5K
Cornerstone National Bank & Trust Co 0.00% No change 51 $5K
Pacifica Partners Inc. 0.00% No change 50 $5K
Gables Capital Management Inc. 0.00% No change 50 $4K
Global Trust Asset Management, LLC 0.00% Reduce -95.2% 50 $4K
WealthCollab, LLC 0.00% New 49 $4K
Strive Financial Group ,LLC 0.00% Reduce -4.1% 47 $4K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 46 $4K
Salem Investment Counselors Inc. 0.00% No change 43 $4K
HM Payson & Co. 0.00% New 40 $4K
Trust Co. of Vermont 0.00% — 38 $3K
West Paces Advisors Inc. 0.00% New 36 $3K
Caitlin John, LLC 0.00% No change 34 $3K
LifeSteps Financial, Inc. 0.00% New 30 $3K
High Note Wealth, LLC 0.00% No change 30 $3K
1 North Wealth Services LLC 0.00% New 27 $2K
GAMMA Investing LLC 0.00% No change 27 $2K
Heritage Wealth Advisors 0.00% New 26 $2K
TOP Private Wealth LLC. 0.00% — 25 $2K
Hilton Head Capital Partners, LLC 0.00% New 15 $1K
LM Advisors LLC 0.01% Add +1577.3% 13,100 $1K
Mechanics Financial Corp 0.00% New 6 $539
Bear Mountain Capital, Inc. 0.00% New 5 $474
Main Street Group, LTD 0.00% Reduce -98.0% 2 $180

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