First TRST Nasd Class Edg SgiifGRIDETF
13F holders, Q1 2026 (March 31)545holders +80
110new positions
29sold out
4famous investors
$162.34avg. 13F price*
At the end of Q1 2026, 545 institutions reported holding First TRST Nasd Class Edg Sgiif (GRID) in their 13F filings, up 80 from Q4 2025. 110 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($530.9M), LPL Financial LLC ($349.9M) and Bank of America Corp. ($347.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- First TRST Nasd Class Edg Sgiif
- CUSIP
- 33737A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $182.2M |
| Exits | 29 | $276.3M |
All 13F filers, Q4 2025 → Q1 2026: 6,483,499 shares bought and 2,106,967 shares sold, net +4,376,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 545 holders
| Morgan Stanley | 0.03% | Add +10.1% | 3,245,231 | $530.9M |
| LPL Financial LLC | 0.09% | Add +25.8% | 2,138,732 | $349.9M |
| Bank of America Corp. | 0.03% | Add +19.1% | 2,121,584 | $347.0M |
| UBS Group AG | 0.05% | Add +26.8% | 1,608,027 | $263.0M |
| Wells Fargo & Company | 0.04% | Add +27.8% | 1,308,056 | $214.0M |
| Raymond James Financial Inc. | 0.05% | Add +35.8% | 962,414 | $157.4M |
| Ameriprise Financial Inc. | 0.03% | Add +57.8% | 853,686 | $139.7M |
| Cetera Investment Advisers | 0.10% | Add +160.5% | 568,057 | $92.9M |
| Royal Bank of Canada | 0.01% | Add +62.1% | 441,118 | $72.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +106.0% | 384,487 | $62.9M |
| Commonwealth Equity Services, LLC | 0.08% | Add +35.3% | 360,420 | $59.0M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +59.2% | 340,004 | $55.6M |
| HighTower Advisors, LLC | 0.06% | Add +5.4% | 325,130 | $53.2M |
| FIL Ltd | 0.04% | Add +13.9% | 303,882 | $49.7M |
| Independent Advisor Alliance | 0.51% | New | 292,512 | $47.8M |
| Traphagen Investment Advisors LLC | 3.71% | Reduce -21.4% | 280,152 | $45.8M |
| Stifel Financial Corp. | 0.04% | Add +6.0% | 276,970 | $45.3M |
| Osaic Holdings, Inc. | 0.06% | Add +23.2% | 246,169 | $40.3M |
| Perigon Wealth Management, LLC | 0.68% | Reduce -7.0% | 228,834 | $37.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +37.0% | 218,109 | $35.7M |
| Nan Shan Life Insurance Co., Ltd. | 1.29% | New | 217,775 | $35.6M |
| Arlington Financial Advisors, LLC | 4.93% | Reduce -8.8% | 211,491 | $34.6M |
| Meitav Investment House Ltd. | 0.38% | Add +7.2% | 211,340 | $34.6M |
| Jones Financial Companies LLLP | 0.02% | Add +52.7% | 203,908 | $32.5M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.10% | No change | 198,000 | $32.4M |
| Atria Investments, Inc | 0.36% | Add +591.9% | 197,827 | $32.4M |
| MML Investors Services, LLC | 0.09% | Add +53.6% | 189,273 | $31.0M |
| Van Eck Associates Corp. | 0.02% | Add +392.0% | 166,108 | $27.2M |
| Citigroup Inc. | 0.02% | Add +37.6% | 162,585 | $26.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +29.4% | 160,050 | $26.2M |
| Captrust Financial Advisors | 0.04% | Add +2.7% | 140,026 | $22.9M |
| Aprio Wealth Management, LLC | 1.18% | Add +21.1% | 132,078 | $21.6M |
| Edmond DE Rothschild Holding S.A. | 0.28% | Add +6.4% | 120,133 | $19.7M |
| Private Advisor Group, LLC | 0.09% | Add +44.4% | 118,191 | $19.3M |
| Janney Montgomery Scott LLC | 0.05% | Add +7.7% | 112,069 | $18.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.20% | No change | 111,625 | $18.3M |
| Truist Financial Corp. | 0.02% | Add +65.2% | 100,209 | $16.4M |
| Jane Street Group, LLC | 0.02% | Reduce -1.0% | 99,022 | $16.2M |
| Presidio Capital Management, LLC | 4.70% | Add +4.2% | 98,939 | $16.2M |
| CacheTech Inc. | 3.09% | Reduce -2.0% | 98,024 | $16.0M |
| Legacy Edge Advisors, LLC | 1.65% | Add +1.6% | 95,789 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Add +234.8% | 97,751 | $15.4M |
| Adams Wealth Management | 3.33% | Reduce -2.8% | 92,636 | $15.2M |
| Snowden Capital Advisors LLC | 0.35% | Add +14.8% | 81,165 | $13.3M |
| McKinley Carter Wealth Services, Inc. | 0.75% | Add +286.9% | 79,446 | $13.0M |
| BFI Infinity Ltd. | 6.72% | Add +4.8% | 73,260 | $12.0M |
| First Heartland Consultants, Inc. | 0.91% | Reduce -22.6% | 72,329 | $11.8M |
| Equitable Holdings, Inc. | 0.07% | Add +20.7% | 73,474 | $11.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +154.5% | 67,714 | $11.1M |
| WESPAC Advisors SoCal, LLC | 2.34% | Add +27.7% | 67,149 | $11.0M |
| Baird Financial Group, Inc. | 0.02% | Add +1546.2% | 64,760 | $10.6M |
| Black Swift Group, LLC | 1.86% | Add +5.5% | 64,712 | $10.6M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +160.4% | 63,949 | $10.5M |
| Fiduciary Alliance LLC | 0.62% | Add +3.8% | 57,171 | $10.3M |
| Susquehanna International Group, LLP | 0.01% | Add +21.6% | 61,937 | $10.1M |
| Modern Wealth Management, LLC | 0.17% | Reduce -0.2% | 60,466 | $10.1M |
| Assetmark, Inc. | 0.02% | Add +78.5% | 60,597 | $9.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +11.8% | 58,206 | $9.5M |
| D.A. Davidson & Co. | 0.06% | Add +12.7% | 56,455 | $9.2M |
| Alaska Permanent Capital Management, LLC | 0.63% | Add +7.7% | 54,841 | $8.9M |
| Prudential PLC | 0.07% | Reduce -47.2% | 54,300 | $8.9M |
| WCG Wealth Advisors LLC | 0.25% | Add +47.3% | 53,921 | $8.8M |
| Thryve Wealth Management LLC | 5.75% | Add +3.5% | 52,652 | $8.6M |
| Park Avenue Securities LLC | 0.07% | Add +23.9% | 52,450 | $8.6M |
| Pecaut & Co. | 2.65% | Add +1.5% | 49,962 | $8.2M |
| PFG Investments, LLC | 0.37% | Add +0.2% | 48,442 | $7.9M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +0.7% | 48,395 | $7.9M |
| Richard P Slaughter Associates Inc | 1.71% | Reduce -1.7% | 48,360 | $7.9M |
| Old Mission Capital LLC | 0.18% | Add +24.2% | 47,616 | $7.8M |
| Hutchens & Kramer Investment Management Group, LLC | 2.45% | Add +331.0% | 47,417 | $7.8M |
| NewEdge Advisors, LLC | 0.03% | Add +52.4% | 47,263 | $7.7M |
| Crumly & Associates Inc. | 1.61% | Reduce -4.4% | 46,975 | $7.7M |
| Harbour Investments, Inc. | 0.12% | Add +51.6% | 46,439 | $7.6M |
| Citadel Advisors | 0.01% | New | 45,794 | $7.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.3% | 45,579 | $7.5M |
| Kingsview Wealth Management, LLC | 0.10% | Add +18.3% | 45,000 | $7.4M |
| Ameliora Wealth Management Ltd. | 2.32% | Reduce -1.0% | 44,520 | $7.3M |
| Bogart Wealth, LLC | 0.27% | Add +5.0% | 43,384 | $7.1M |
| Bank of New York Mellon Corp | 0.00% | New | 43,019 | $7.0M |
| Oppenheimer & Co. Inc. | 0.08% | Add +9.2% | 41,400 | $6.8M |
| Maniro Ltd | 2.01% | New | 40,603 | $6.6M |
| HMS Capital Management, LLC | 2.56% | New | 40,471 | $6.6M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +16.2% | 39,462 | $6.5M |
| Manchester Financial Inc. | 1.22% | Reduce -3.1% | 38,968 | $6.4M |
| WealthBridge Capital Management, LLC | 1.44% | Add +5.8% | 38,270 | $6.3M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.23% | No change | 37,976 | $6.2M |
| MAI Capital Management | 0.04% | Add +15.7% | 37,769 | $6.2M |
| Ferguson Shapiro LLC | 1.85% | Add +9.2% | 37,076 | $6.1M |
| PCG Wealth Advisors, LLC | 1.50% | Add +6.6% | 36,256 | $5.9M |
| KPP Advisory Services LLC | 0.83% | Add +66.0% | 34,808 | $5.7M |
| Waycross Investment Management Co | 5.41% | Add +119.8% | 34,633 | $5.7M |
| Rathbones Group PLC | 0.02% | Add +0.6% | 34,603 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +27.4% | 34,579 | $5.7M |
| Waverly Advisors, LLC | 0.04% | Add +96.2% | 34,266 | $5.6M |
| Elequin Capital, LP | 1.66% | New | 216,061 | $5.3M |
| Kickstand Ventures, Llc. | 1.11% | Add +0.0% | 32,137 | $5.3M |
| HBW Advisory Services LLC | 0.54% | Add +279.7% | 31,394 | $5.1M |
| Kingswood Wealth Advisors, LLC | 0.24% | Add +21.4% | 31,310 | $5.1M |
| Mariner, LLC | 0.01% | Add +173.7% | 31,069 | $5.1M |
| Gaddis Premier Wealth Advisors LLC | 3.73% | Add +2.5% | 30,881 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.2% | 29,743 | $4.9M |
| WPG Advisers, LLC | 3.57% | Add +409.9% | 29,648 | $4.8M |
| SKY-Mountain Capital Management, Inc. | 3.44% | Reduce -15.7% | 29,328 | $4.8M |
| ABLE Financial Group, LLC | 0.94% | New | 29,325 | $4.8M |
| Graney & King, LLC | 2.52% | Add +3611.2% | 28,576 | $4.7M |
| Eagle Strategies LLC | 0.56% | Add +8.1% | 28,517 | $4.7M |
| Independent Financial Group, LLC | 0.10% | Add +52.5% | 28,326 | $4.6M |
| Southern Capital Services Inc. | 2.86% | Add +60.0% | 27,213 | $4.5M |
| &partners | 0.02% | Reduce -0.3% | 27,016 | $4.4M |
| N.E.W. Advisory Services LLC | 0.32% | Add +328.4% | 26,502 | $4.3M |
| Dunhill Financial, LLC | 1.02% | Add +51.1% | 35,637 | $4.3M |
| Owen LaRue, LLC | 1.64% | Reduce -23.7% | 26,079 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +30.2% | 26,063 | $4.3M |
| International Assets Investment Management, LLC | 0.30% | Add +9.7% | 25,473 | $4.2M |
| TCFG Wealth Management, LLC | 1.56% | Reduce -13.9% | 25,351 | $4.1M |
| TCFG Investment Advisors, LLC | 1.56% | — | 25,351 | $4.1M |
| Arax Advisory Partners | 0.12% | Add +52.2% | 25,086 | $4.1M |
| Concorde Asset Management, LLC | 1.99% | Add +867.1% | 24,835 | $4.1M |
| Wedbush Securities Inc. | 0.11% | Add +5.0% | 23,933 | $3.9M |
| Hedeker Wealth, LLC | 0.82% | Add +10.2% | 23,692 | $3.9M |
| Arch Global Advisors, LLC | 2.01% | — | 23,558 | $3.9M |
| Mgo One Seven LLC | 0.08% | Add +56.6% | 23,154 | $3.8M |
| Oxford Wealth Group, LLC | 2.05% | Reduce -14.0% | 22,941 | $3.8M |
| Redhawk Wealth Advisors, Inc. | 0.41% | Reduce -5.4% | 22,906 | $3.7M |
| BIP Wealth, LLC | 0.15% | Add +7.3% | 22,884 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +108.1% | 22,874 | $3.7M |
| Benjamin Edwards Inc. | 0.04% | Reduce -9.2% | 22,850 | $3.7M |
| Mutual Advisors, LLC | 0.08% | Add +14.2% | 22,775 | $3.7M |
| Norris Financial Group, LLC | 1.22% | Add +3.0% | 22,763 | $3.7M |
| Sigma Planning Corp | 0.10% | Add +64.4% | 22,758 | $3.7M |
| Cumberland Partners Ltd | 0.28% | New | 22,591 | $3.7M |
| Gateway Wealth Partners, LLC | 0.14% | Add +235.0% | 22,560 | $3.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +1.6% | 21,865 | $3.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +127.6% | 21,725 | $3.6M |
| Principal Securities, Inc. | 0.05% | Add +33.8% | 21,383 | $3.5M |
| Deane Retirement Strategies, Inc. | 1.39% | New | 21,203 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +9.1% | 20,822 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +34.2% | 20,693 | $3.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.41% | Add +106.8% | 20,649 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -5.0% | 20,132 | $3.3M |
| Merit Financial Group, LLC | 0.02% | Add +81.4% | 20,040 | $3.3M |
| Clear Creek Financial Management, LLC | 0.25% | Add +51.5% | 19,577 | $3.2M |
| Sage Advisory Services, Ltd.Co. | 1.71% | New | 19,134 | $3.1M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +15.8% | 18,122 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +28.0% | 18,072 | $3.0M |
| HighPoint Advisor Group LLC | 0.12% | Add +7.8% | 17,919 | $2.9M |
| Alaska Wealth Advisors, LLC | 0.35% | Add +12.4% | 17,775 | $2.9M |
| Journey Beyond Wealth, LLC | 2.40% | Add +70.9% | 17,099 | $2.8M |
| AE Wealth Management LLC | 0.01% | Add +37.7% | 16,912 | $2.8M |
| StoneX Group Inc. | 0.15% | Add +111.5% | 16,693 | $2.7M |
| SageGuard Financial Group, LLC | 0.42% | New | 16,691 | $2.7M |
| William John Sempolinski | 1.37% | Add +52.9% | 16,640 | $2.7M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +41.9% | 15,969 | $2.6M |
| VestGen Advisors, LLC | 0.07% | Reduce -8.0% | 13,251 | $2.6M |
| RFG Advisory, LLC | 0.05% | Add +42.3% | 15,556 | $2.5M |
| Arvest Investments, Inc. | 0.34% | Reduce -1.7% | 15,045 | $2.5M |
| WealthCare Investment Partners, LLC | 0.67% | Add +23.2% | 14,287 | $2.4M |
| Sage Capital Management, LLC | 1.13% | Reduce -0.6% | 14,662 | $2.4M |
| VVR Holdings LLC | 1.24% | New | 14,636 | $2.4M |
| Sunbelt Securities, Inc. | 0.15% | Add +20.9% | 14,529 | $2.4M |
| Golden State Wealth Management, LLC | 0.26% | Add +208.0% | 14,517 | $2.4M |
| Apollon Wealth Management, LLC | 0.04% | Add +296.4% | 14,443 | $2.4M |
| Corrado Advisors, LLC | 1.22% | Add +10.3% | 14,277 | $2.3M |
| Kraematon Investment Advisors, Inc. | 1.89% | Reduce -2.0% | 14,180 | $2.3M |
| Csenge Advisory Group | 0.10% | Add +8.2% | 13,694 | $2.2M |
| Triumph Capital Management | 0.46% | Reduce -0.3% | 13,693 | $2.2M |
| Private Wealth Advisors, LLC | 0.63% | New | 13,659 | $2.2M |
| Provident Co of the Employees of the Hebrew University LTD | 3.50% | No change | 13,578 | $2.2M |
| Forefront Wealth Partners, LLC | 0.92% | Add +19.9% | 13,378 | $2.2M |
| Montis Financial, LLC | 0.44% | Reduce -3.0% | 13,124 | $2.1M |
| Avior Wealth Management, LLC | 0.06% | Add +77.3% | 13,065 | $2.1M |
| Balyasny Asset Management L.P. | 0.00% | New | 13,014 | $2.1M |
| American Institute for Advanced Investment Management, LLP | 1.37% | Reduce -0.3% | 17,379 | $2.1M |
| Spire Wealth Management | 0.07% | Add +742.2% | 12,961 | $2.1M |
| Flaharty Asset Management, LLC | 0.26% | Reduce -2.8% | 12,874 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +51.0% | 12,748 | $2.1M |
| Wiser Advisor Group LLC | 2.51% | Reduce -0.1% | 12,718 | $2.1M |
| Stegent Equity Advisors, Inc. | 1.76% | Add +7.0% | 12,640 | $2.1M |
| Summit Financial, LLC | 0.02% | Add +35.3% | 11,844 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Add +39.6% | 11,822 | $1.9M |
| GTS Securities LLC | 0.07% | Reduce -9.8% | 11,723 | $1.9M |
| RFG - Bristol Wealth Advisors, LLC | 0.51% | Add +551.9% | 11,597 | $1.9M |
| IFP Advisors, Inc | 0.04% | Add +82.1% | 11,336 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +200.4% | 11,177 | $1.8M |
| Dakota Wealth Management | 0.04% | New | 11,098 | $1.8M |
| Quantum Private Wealth, LLC | 0.56% | Add +60.5% | 11,020 | $1.8M |
| Visionary Wealth Advisors | 0.08% | Add +42.9% | 10,951 | $1.8M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.93% | New | 10,786 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +60.8% | 10,771 | $1.8M |
| Moran Wealth Management, LLC | 0.05% | Add +36.1% | 10,679 | $1.7M |
| Biltmore Family Office, LLC | 0.24% | Add +10.1% | 10,653 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +610.4% | 10,315 | $1.7M |
| Cambridge Advisors Inc. | 0.33% | Add +10.7% | 10,299 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.22% | Add +43.1% | 10,076 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.17% | Add +16.2% | 9,991 | $1.6M |
| ARS Investment Partners, LLC | 0.08% | Add +1.8% | 9,911 | $1.6M |
| Bright Futures Wealth Management, LLC. | 1.11% | Reduce -1.7% | 9,877 | $1.6M |
| Marshall Investment Management, LLC | 0.76% | Add +9.8% | 9,686 | $1.6M |
| Cwm, LLC | 0.00% | Add +9.0% | 9,659 | $1.6M |
| Liberty One Investment Management, LLC | 0.16% | New | 9,624 | $1.6M |
| Stonebridge Financial Planning Group, LLC | 0.58% | Add +5.4% | 9,598 | $1.6M |
| Fifth Third Bancorp | 0.00% | New | 9,326 | $1.5M |
| Alpha Financial Partners LLC | 0.90% | New | 9,308 | $1.5M |
| Acropolis Investment Management, LLC | 0.07% | Add +315.1% | 9,208 | $1.5M |
| Cibc World Market Inc. | 0.00% | Add +227.3% | 9,203 | $1.5M |
| Alexis Investment Partners, LLC | 1.03% | New | 9,468 | $1.5M |
| Moors & Cabot, Inc. | 0.06% | Add +81.5% | 8,939 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +21.0% | 8,931 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +7.9% | 8,922 | $1.5M |
| VectorGlobal IAG, Inc. | 0.38% | — | 8,906 | $1.5M |
| Meixler Investment Management, Ltd. | 0.78% | Reduce -10.2% | 8,740 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Add +128.9% | 8,812 | $1.4M |
| Prosperity Financial Group, Inc. | 0.53% | Add +35.0% | 8,802 | $1.4M |
| Strategic Financial Concepts, LLC | 0.35% | Add +128.4% | 8,699 | $1.4M |
| Signal Advisors Wealth, LLC | 0.10% | Reduce -3.4% | 8,608 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -20.5% | 8,590 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 8,581 | $1.4M |
| Benson Wealth Management INC | 1.92% | New | 8,560 | $1.4M |
| Sovran Advisors, LLC | 0.10% | Add +1.3% | 6,972 | $1.3M |
| FDx Advisors, Inc. | 0.42% | New | 7,993 | $1.3M |
| Proactive Wealth Strategies LLC | 0.24% | Add +96.4% | 7,877 | $1.3M |
| Sequent Planning LLC | 0.31% | Add +4.9% | 7,872 | $1.3M |
| Heritage Oak Wealth Advisors LLC | 0.41% | Reduce -10.2% | 7,837 | $1.3M |
| Integrity Investment Advisors, LLC | 0.68% | Add +18.3% | 7,704 | $1.3M |
| Legacy Wealth Managment, LLC | 0.62% | Add +12.1% | 7,557 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.6% | 7,428 | $1.2M |
| Blair William & Co. | 0.00% | Add +4.6% | 7,380 | $1.2M |
| Titleist Asset Management, LLC | 0.09% | Add +9.7% | 7,359 | $1.2M |
| Seaview Investment Managers LLC | 0.43% | Add +8.0% | 7,349 | $1.2M |
| Arrowroot Family Office, LLC | 0.39% | New | 7,244 | $1.2M |
| TradeWell Securities, LLC. | 0.49% | New | 7,283 | $1.2M |
| Cottage Street Advisors LLC | 0.50% | Add +2.7% | 7,134 | $1.2M |
| Tradition Wealth Management, LLC | 0.08% | Add +28.1% | 7,118 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -15.8% | 7,068 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -0.7% | 7,062 | $1.2M |
| Scarborough Advisors, LLC | 0.13% | Reduce -5.6% | 7,049 | $1.2M |
| United Advisor Group, LLC | 0.14% | Add +11.1% | 6,986 | $1.1M |
| Signature Equity Partners, LLC | 0.60% | Add +67.6% | 6,800 | $1.1M |
| Uniting Wealth Partners, LLC | 0.23% | New | 6,688 | $1.1M |
| Cornerstone Planning Group LLC | 0.15% | New | 5,651 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +59.0% | 6,579 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Add +46.4% | 6,501 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Add +54.8% | 6,334 | $1.0M |
| Greenwich Wealth Management LLC | 0.04% | Add +162.2% | 6,322 | $1.0M |
| First Growth Capital LLC | 0.93% | Reduce -4.0% | 6,164 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +288.7% | 6,250 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.0% | 6,103 | $1.0M |
| Trivium Point Advisory, LLC | 0.18% | Reduce -76.2% | 6,169 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +21.1% | 6,102 | $998K |
| Sound Financial Strategies Group, LLC | 0.68% | Reduce -31.9% | 6,057 | $991K |
| Gotham Asset Management | 0.00% | Reduce -0.8% | 6,008 | $983K |
| Flagstar Securities, Inc. | 0.35% | Add +33.1% | 5,930 | $970K |
| FMR LLC | 0.00% | Add +65.8% | 5,871 | $960K |
| Tandem Capital Management Corp. | 0.48% | Add +52.1% | 5,855 | $958K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -68.9% | 5,830 | $954K |
| PKS Advisory Services, LLC | 0.22% | Add +7.1% | 5,776 | $947K |
| Wealthspan Partners, LLC | 0.33% | Add +31.9% | 5,707 | $934K |
| Kovack Advisors, Inc. | 0.05% | Add +47.0% | 6,087 | $933K |
| Smith, Moore & Co. | 0.07% | Add +52.4% | 5,648 | $924K |
| Pinnacle Financial Partners, Inc. | 0.01% | New | 5,644 | $923K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +11.5% | 5,595 | $915K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.4% | 5,480 | $909K |
| Keystone Financial Group | 0.06% | Add +0.7% | 5,504 | $900K |
| Concentrum Wealth Management | 0.26% | Add +27.0% | 5,438 | $890K |
| Wealthcare Capital Partners, LLC | 0.41% | Reduce -3.8% | 5,409 | $885K |
| OneDigital Investment Advisors LLC | 0.01% | Add +135.3% | 5,369 | $878K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +4.3% | 5,334 | $873K |
| Western Wealth Management, LLC | 0.03% | Reduce -3.8% | 5,211 | $852K |
| Maridea Wealth Management LLC | 0.12% | Reduce -3.6% | 5,209 | $852K |
| SGL Investment Advisors, Inc. | 0.32% | Reduce -2.1% | 4,236 | $846K |
| Intellectus Partners, LLC | 0.17% | Add +2.1% | 4,987 | $816K |
| Fire Capital Management LLC | 0.38% | New | 4,957 | $811K |
| Equitable Trust Co. | 0.04% | No change | 4,939 | $808K |
| Advisory Services Network, LLC | 0.01% | Add +9.5% | 4,919 | $805K |
| Symphony Financial Services, Inc. | 0.41% | Add +5.4% | 4,916 | $804K |
| Outlook Wealth Advisors, LLC | 0.19% | Add +7.0% | 4,896 | $801K |
| Calton & Associates, Inc. | 0.11% | Reduce -4.7% | 4,885 | $799K |
| REAP Financial Group, LLC | 0.16% | Reduce -9.3% | 4,875 | $797K |
| Ameritas Advisory Services, LLC | 0.03% | Add +19.2% | 4,829 | $790K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +27.1% | 4,749 | $777K |
| AQR Capital Management | 0.00% | New | 4,749 | $777K |
| Savvy Advisors, Inc. | 0.02% | Add +199.8% | 4,728 | $773K |
| Brown Advisory Inc. | 0.00% | Reduce -0.7% | 4,663 | $763K |
| Addison Advisors LLC | 0.17% | New | 4,582 | $750K |
| Solutions 4 Wealth, Ltd | 1.12% | New | 4,556 | $745K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,540 | $743K |
| Creative Planning | 0.00% | Add +54.1% | 4,515 | $739K |
| Quad-Cities Investment Group, LLC | 0.29% | Add +16.1% | 4,496 | $735K |
| Fsa Wealth Partners, Inc. | 0.35% | Add +2.5% | 4,476 | $732K |
| Carlson Financial, Inc. | 0.42% | Add +114.8% | 4,346 | $711K |
| Koshinski Asset Management, Inc. | 0.04% | Add +20.1% | 4,315 | $706K |
| Intrua Financial, LLC | 0.07% | Reduce -11.2% | 4,293 | $702K |
| Tudor Investment Corporation | 0.00% | New | 4,259 | $697K |
| CoreCap Advisors, LLC | 0.02% | Reduce -4.9% | 4,238 | $693K |
| Mason & Associates Inc | 0.13% | Reduce -1.6% | 4,359 | $687K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,182 | $684K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +6.8% | 4,146 | $678K |
| KFG Wealth Management, LLC | 0.09% | Reduce -0.1% | 4,098 | $670K |
| Stephens Inc. | 0.01% | Add +36.1% | 4,083 | $668K |
| Simplicity Wealth,LLC | 0.04% | New | 4,075 | $667K |
| Debussy Capital Management LP | 0.09% | Reduce -1.6% | 4,056 | $663K |
| Legacy Capital Wealth Partners, LLC | 0.14% | New | 4,034 | $660K |
| Sowell Financial Services LLC | 0.02% | Reduce -5.7% | 4,021 | $658K |
| McKinney Capital Management, LLC | 0.56% | — | 3,971 | $650K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -12.3% | 3,840 | $628K |
| Capital Square, LLC | 0.29% | Add +151.9% | 3,348 | $627K |
| Kraft, Davis & Associates, LLC | 0.13% | Add +18.7% | 3,235 | $617K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,767 | $616K |
| DAVENPORT & Co LLC | 0.00% | Reduce -14.8% | 3,709 | $607K |
| Resurgent Financial Advisors LLC | 0.22% | Reduce -2.3% | 3,689 | $603K |
| Scotia Capital Inc. | 0.00% | Add +12.1% | 3,675 | $601K |
| Ignite Planners, LLC | 0.09% | Add +3.1% | 3,644 | $596K |
| Financial Partners Group, Inc | 0.07% | Add +1.5% | 3,632 | $594K |
| Rothschild Wealth LLC | 0.05% | Add +0.6% | 3,608 | $590K |
| Vontobel Holding Ltd. | 0.00% | Add +15.3% | 3,566 | $583K |
| Madison Wealth Partners, Inc | 0.09% | Add +137.6% | 3,548 | $580K |
| Richmond Investment Services, LLC | 0.09% | Add +2.3% | 3,502 | $573K |
| MCF Advisors LLC | 0.02% | Add +17165.0% | 3,453 | $565K |
| WealthPlan Investment Management, LLC | 0.03% | Add +22.2% | 3,444 | $563K |
| Summit Wealth Group LLC / Co. | 0.06% | Add +0.5% | 3,410 | $558K |
| Nilsine Partners, LLC | 0.04% | Reduce -19.0% | 2,971 | $557K |
| Arkansas Financial Group, Inc. | 0.08% | Add +68.3% | 3,180 | $556K |
| Foguth Wealth Management, LLC. | 0.06% | Reduce -20.1% | 2,875 | $555K |
| Riggs Asset Managment Co. Inc. | 0.11% | Add +56.0% | 3,384 | $554K |
| Rehmann Capital Advisory Group | 0.03% | Add +21.5% | 3,381 | $553K |
| Belvedere Trading LLC | 0.07% | Reduce -35.5% | 3,302 | $540K |
| Wealth Watch Advisors, INC | 0.23% | Reduce -19.9% | 3,292 | $539K |
| APS Management Group, Inc. | 0.46% | Reduce -6.8% | 3,260 | $533K |
| KCM Investment Advisors LLC | 0.02% | Add +44.8% | 3,256 | $533K |
| Clearwater Capital Advisors, LLC | 0.04% | Add +21.7% | 3,250 | $532K |
| Banque Transatlantique SA | 0.01% | New | 3,243 | $530K |
| Pacific Excel Wealth Advisors, Inc. | 0.56% | Add +59.2% | 3,231 | $529K |
| Focus Financial Network, Inc. | 0.02% | Add +66.6% | 3,217 | $526K |
| Global View Capital Management LLC | 0.14% | Add +38.1% | 3,185 | $521K |
| Princeton Global Asset Management LLC | 0.08% | Add +0.0% | 3,177 | $520K |
| Apollon Financial, LLC | 0.07% | New | 3,088 | $505K |
| CI Investments Inc. | 0.00% | Add +3.4% | 3,077 | $503K |
| FSB Premier Wealth Management, Inc. | 0.16% | Add +47.6% | 3,057 | $500K |
| FWL Investment Management, LLC | 0.11% | Reduce -10.3% | 3,056 | $500K |
| BOS Asset Management, LLC | 0.12% | New | 2,975 | $487K |
| Silvia McColl Wealth Management, LLC | 0.31% | No change | 2,875 | $470K |
| Salem Investment Counselors Inc. | 0.01% | Add +96.2% | 2,845 | $465K |
| Perennial Investment Advisors, LLC | 0.04% | Add +1.2% | 2,759 | $451K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +51.5% | 2,403 | $451K |
| Lanark Financial, Inc. | 0.03% | Reduce -15.0% | 2,609 | $427K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -83.2% | 2,606 | $426K |
| Kapstone Financial Advisors LLC | 0.20% | New | 2,511 | $411K |
| Share Andrew L. | 0.19% | No change | 2,490 | $407K |
| Insight Advisors, LLC/ PA | 0.08% | Add +11.6% | 2,463 | $403K |
| Principle Wealth Partners LLC | 0.02% | No change | 2,458 | $402K |
| PNC Financial Services Group, Inc. | 0.00% | Add +38.0% | 2,441 | $399K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.2% | 2,425 | $397K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +19.6% | 2,418 | $396K |
| Private Trust Co. NA | 0.04% | Add +12.8% | 2,413 | $395K |
| Purus Wealth Management, LLC | 0.13% | Add +79.6% | 2,407 | $394K |
| Unique Wealth, LLC | 0.05% | New | 2,393 | $391K |
| Sacks & Associates, LLC | 0.29% | No change | 2,357 | $386K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -2.4% | 2,335 | $382K |
| Barnes Pettey Financial Advisors, LLC | 0.17% | New | 2,319 | $379K |
| Cascade Investment Group, Inc. | 0.25% | Add +39.2% | 2,306 | $377K |
| Factor Wealth Management LTD | 0.07% | Reduce -18.0% | 2,301 | $376K |
| Everstar Asset Management, LLC | 0.20% | New | 2,291 | $375K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -24.4% | 2,285 | $374K |
| Apeiron RIA LLC | 0.09% | Reduce -54.4% | 2,267 | $371K |
| Trademark Financial Management, LLC | 0.18% | New | 2,234 | $365K |
| Barometer Capital Management Inc. | 0.12% | New | 2,200 | $360K |
| Continuum Advisory, LLC | 0.03% | Add +27.5% | 2,197 | $359K |
| Facet Wealth, Inc. | 0.01% | New | 2,166 | $354K |
| 4J Wealth Management LLC | 0.20% | New | 2,162 | $354K |
| TrueWealth Advisors, LLC | 0.09% | No change | 2,159 | $353K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,153 | $352K |
| Balboa Wealth Partners | 0.06% | New | 2,150 | $352K |
| Entelevest, LLC | 0.36% | New | 2,144 | $351K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 2,143 | $351K |
| World Equity Group, Inc. | 0.09% | Add +10.7% | 2,128 | $348K |
| Cadent Capital Advisors, LLC | 0.09% | Reduce -52.9% | 2,126 | $348K |
| Geneos Wealth Management Inc. | 0.01% | Add +61.5% | 2,106 | $344K |
| Natural Investments, LLC | 0.08% | Add +2.4% | 2,067 | $338K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,059 | $337K |
| Savant Capital, LLC | 0.00% | New | 2,057 | $336K |
| 180 Wealth Advisors, LLC | 0.04% | Add +28.1% | 2,054 | $336K |
| Armstrong Advisory Group, Inc. | 0.02% | New | 2,042 | $334K |
| Intesa Sanpaolo Wealth Management | 0.08% | Add +37.4% | 2,022 | $331K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.8% | 2,010 | $329K |
| Sonoma Allocations LLC | 0.11% | New | 1,966 | $328K |
| Silver Oak Securities, Incorporated | 0.02% | Add +60.8% | 1,989 | $325K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -5.8% | 1,971 | $322K |
| Meridian Wealth Management, LLC | 0.01% | New | 1,954 | $320K |
| Columbus Macro, LLC | 0.03% | Add +13.7% | 1,928 | $315K |
| Beacon Financial Advisory LLC | 0.07% | New | 1,928 | $315K |
| Cary Street Partners Financial LLC | 0.01% | Add +2.3% | 1,907 | $312K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +12.1% | 1,885 | $308K |
| Strategic Blueprint, LLC | 0.02% | Add +5.9% | 1,874 | $307K |
| MJP Associates Inc. | 0.04% | Add +6.5% | 1,860 | $304K |
| Advisor OS, LLC | 0.02% | Add +6.5% | 1,860 | $304K |
| Palisades Hudson Asset Management, L.P. | 0.12% | Add +17.5% | 1,861 | $304K |
| Wealth Management Associates, Inc. | 0.10% | New | 1,856 | $304K |
| TrinityBridge Ltd | 0.01% | Reduce -2.6% | 1,855 | $303K |
| Certified Advisory Corp | 0.03% | New | 1,851 | $303K |
| Northern Trust Corp. | 0.00% | New | 1,798 | $294K |
| Revisor Wealth Management LLC | 0.08% | Add +8.5% | 1,788 | $293K |
| Annex Advisory Services, LLC | 0.01% | New | 1,786 | $292K |
| Private Advisory Group LLC | 0.02% | Add +13.6% | 1,758 | $288K |
| Voya Financial Advisors, Inc. | 0.03% | New | 1,779 | $284K |
| Great Diamond Partners, LLC | 0.05% | Add +2.0% | 1,706 | $279K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 1,504 | $277K |
| One Day In July LLC | 0.02% | Reduce -2.7% | 1,689 | $276K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | New | 1,685 | $276K |
| Retirement Planning Group, LLC | 0.01% | New | 1,683 | $275K |
| Narus Financial Partners, LLC | 0.07% | Reduce -34.3% | 1,677 | $274K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 1,650 | $273K |
| Fortress Private Ledger, LLC | 0.08% | New | 1,643 | $269K |
| Franklin Resources Inc. | 0.00% | Add +22.4% | 1,640 | $268K |
| National Bank of Canada | 0.00% | Add +62.9% | 1,635 | $267K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,622 | $265K |
| Arwa LLC | 0.13% | New | 1,485 | $262K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.6% | 1,597 | $261K |
| Baron Financial Group, LLC | 0.14% | Add +8.9% | 1,595 | $261K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +40.5% | 1,554 | $254K |
| Claris Financial LLC | 0.14% | New | 1,548 | $253K |
| Ascentis Independent Advisors | 0.02% | New | 1,547 | $253K |
| Clarendon Private LLC | 0.19% | Add +0.1% | 1,533 | $251K |
| Guardian Capital, LLC | 0.24% | New | 1,520 | $249K |
| Tempus Wealth Planning, LLC | 0.06% | New | 1,519 | $248K |
| Adamsbrown Wealth Consultants LLC | 0.07% | Add +8.9% | 1,515 | $248K |
| CPR Investments Inc. | 0.17% | New | 1,514 | $248K |
| IMC-Chicago, LLC | 0.00% | New | 1,513 | $247K |
| Nautilus Advisors LLC | 0.17% | No change | 1,500 | $245K |
| Gentry Private Wealth, LLC | 0.14% | No change | 1,465 | $240K |
| GoalVest Advisory LLC | 0.05% | No change | 1,465 | $240K |
| Stablepoint Partners, LLC | 0.04% | No change | 1,441 | $236K |
| Essex Financial Services, Inc. | 0.01% | Add +1.4% | 1,421 | $233K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 1,410 | $231K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 1,400 | $229K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +6.2% | 1,375 | $225K |
| Purewater Capital LLC | 0.21% | — | 1,369 | $224K |
| Portland Financial Advisors Inc | 0.46% | No change | 1,356 | $222K |
| HBK Sorce Advisory LLC | 0.00% | New | 1,123 | $221K |
| QRG Capital Management, Inc. | 0.00% | New | 1,334 | $218K |
| Keating Financial Advisory Services, Inc. | 0.04% | New | 1,329 | $217K |
| Victory Financial Group, LLC | 0.03% | New | 1,326 | $217K |
| Citizens Financial Group Inc. | 0.00% | New | 1,321 | $216K |
| Hunter Associates Investment Management LLC | 0.03% | New | 1,312 | $216K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 1,362 | $215K |
| Bison Wealth, LLC | 0.02% | New | 1,087 | $214K |
| Impact Partnership Wealth, LLC | 0.03% | New | 1,301 | $213K |
| Centaurus Financial, Inc. | 0.01% | Add +38.3% | 1,289 | $211K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 1,273 | $208K |
| Barrett & Company, Inc. | 0.07% | Reduce -66.9% | 1,268 | $208K |
| Tudor Financial Inc. | 0.11% | New | 1,257 | $206K |
| Rossby Financial, LCC | 0.04% | Add +1.5% | 1,168 | $195K |
| Innovative Asset Advisors Group, LLC | 0.11% | — | 1,154 | $189K |
| US Bancorp \de | 0.00% | Add +21.3% | 1,149 | $188K |
| Financial Network Wealth Advisors LLC | 0.19% | Add +8.1% | 1,148 | $188K |
| Bank of Montreal | 0.00% | No change | 1,131 | $185K |
| Blue Trust, Inc. | 0.00% | Add +0.3% | 1,107 | $181K |
| Greykasell Wealth Strategies, Inc. | 0.07% | New | 1,085 | $177K |
| Westfuller Advisors, LLC | 0.08% | No change | 1,083 | $177K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,048 | $171K |
| Manchester Capital Management LLC | 0.02% | Add +34.8% | 954 | $156K |
| Allworth Financial LP | 0.00% | Add +146.0% | 947 | $155K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 900 | $147K |
| Ogorek Anthony Joseph /NY/ | 0.04% | Add +450.3% | 886 | $145K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -3.8% | 814 | $133K |
| Wellington-Altus USA Inc. | 0.07% | New | 658 | $126K |
| JNBA Financial Advisors | 0.01% | Add +24.9% | 768 | $126K |
| Ameriflex Group, Inc. | 0.06% | Add +239.6% | 720 | $118K |
| Gilpin Wealth Management, LLC | 0.09% | Add +31.4% | 716 | $117K |
| Eastern Bank | 0.00% | No change | 666 | $109K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -51.2% | 625 | $104K |
| Operose Advisors LLC | 0.02% | Add +0.2% | 610 | $100K |
| Qube Research & Technologies Ltd | 0.00% | New | 565 | $92K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 554 | $91K |
| Simplex Trading, LLC | 0.00% | New | 552 | $90K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.6% | 504 | $82K |
| Main Management LLC | 0.01% | No change | 488 | $80K |
| Osbon Capital Management LLC | 0.06% | New | 479 | $78K |
| Ancora Advisors LLC | 0.00% | Add +14.6% | 464 | $76K |
| Truvestments Capital LLC | 0.01% | Add +36.2% | 459 | $75K |
| TD Capital Management LLC | 0.01% | Add +441.5% | 444 | $73K |
| Essential Investment Partners LLC | 0.06% | Add +6.3% | 425 | $70K |
| NBT Bank, N.A. | 0.00% | Add +169.9% | 413 | $68K |
| Bravera Wealth | 0.03% | Add +44.6% | 405 | $66K |
| Dagco, Inc. | 0.01% | No change | 375 | $61K |
| Creative Financial Designs Inc. | 0.00% | Reduce -66.6% | 352 | $58K |
| SBI Securities Co., Ltd. | 0.00% | Add +352.6% | 344 | $56K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +146.6% | 323 | $53K |
| Russell Investments Group, Ltd. | 0.00% | Add +242.4% | 315 | $52K |
| WealthCollab, LLC | 0.02% | No change | 303 | $50K |
| Hilltop National Bank | 0.01% | No change | 260 | $43K |
| Rothschild Investment LLC | 0.00% | No change | 250 | $41K |
| Y.D. More Investments Ltd | 0.00% | Add +152.5% | 303 | $39K |
| Capital Analysts, LLC | 0.00% | Add +113.8% | 233 | $38K |
| RHL Group, LLC | 0.03% | New | 222 | $36K |
| Hantz Financial Services, Inc. | 0.00% | New | 205 | $34K |
| Merkkuri Wealth Advisors LLC | 0.02% | New | 206 | $34K |
| Nalls Sherbakoff Group, LLC | 0.02% | Reduce -2.4% | 200 | $33K |
| Atlantic Union Bankshares Corp | 0.00% | New | 191 | $31K |
| BlackRock, Inc. | 0.00% | New | 148 | $24K |
| Larson Financial Group LLC | 0.00% | Reduce -31.6% | 145 | $24K |
| PFS Partners, LLC | 0.01% | Add +34.6% | 140 | $23K |
| Oakworth Capital, Inc. | 0.00% | New | 119 | $19K |
| SHP Wealth Management | 0.00% | New | 114 | $19K |
| Clearstead Advisors, LLC | 0.00% | No change | 108 | $18K |
| Fortitude Family Office, LLC | 0.00% | No change | 104 | $17K |
| Mascoma Wealth Management LLC | 0.00% | No change | 99 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 97 | $16K |
| SJS Investment Consulting Inc. | 0.00% | New | 90 | $15K |
| Bellevue Asset Management, LLC | 0.01% | No change | 90 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.1% | 93 | $15K |
| Sound Income Strategies, LLC | 0.00% | Add +32.8% | 81 | $14K |
| CX Institutional | 0.00% | No change | 81 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -79.1% | 72 | $12K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 70 | $11K |
| Archer Investment Corp | 0.00% | No change | 66 | $11K |
| Financial Freedom, LLC | 0.01% | New | 64 | $10K |
| Ares Financial Consulting, LLC | 0.01% | No change | 62 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 63 | $10K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 59 | $10K |
| Purpose Unlimited Inc. | 0.00% | No change | 57 | $9K |
| Roxbury Financial LLC | 0.01% | No change | 55 | $9K |
| Your Advocates Ltd., LLP | 0.00% | No change | 49 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 44 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $5K |
| Parkside Financial Bank & Trust | 0.00% | New | 30 | $5K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 30 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 30 | $5K |
| Main Street Group, LTD | 0.00% | New | 30 | $5K |
| Sunrise Financial Services, LLC | 0.00% | No change | 29 | $5K |
| IFS Advisors, LLC | 0.00% | No change | 29 | $5K |
| Signaturefd, LLC | 0.00% | No change | 25 | $4K |
| Longview Financial Advisors, Inc. | 0.00% | New | 25 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 25 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 22 | $4K |
| CVA Family Office, LLC | 0.00% | New | 16 | $3K |
| Lodestone Wealth Management LLC | 0.00% | New | 12 | $2K |
| Trust Co | 0.00% | No change | 10 | $2K |
| Accordant Advisory Group Inc | 0.00% | New | 8 | $1K |
| LRI Investments, LLC | 0.00% | No change | 8 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 8 | $1K |
| Avion Wealth | 0.00% | New | 10 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 5 | $818 |
| Ankerstar Wealth, LLC | 0.00% | No change | 3 | $492 |
| Dogwood Wealth Management LLC | 0.00% | No change | 2 | $327 |
| IMG Wealth Management, Inc. | 0.00% | No change | 1 | $164 |
"% of holder's portfolio" is GRID's weight in each manager's 13F, not the share of First TRST Nasd Class Edg Sgiif the manager owns.