FIRST TR EXCHANGE TRADED FD (CIBR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
813
Reporting holders
$7.8B
Reported value
0.8%
Held as options
+101
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $1.3B | 14,684,507 | 0.09% | 31q | +1.6%+$21.0M |
| MORGAN STANLEY | $1.2B | 13,493,839 | 0.06% | 35q | HELD |
| LPL Financial LLC | $568.3M | 6,324,451 | 0.13% | 31q | +3.7%+$20.3M |
| UBS Group AG | $527.3M | 5,868,755 | 0.07% | 31q | +3.4%+$17.2M |
| WELLS FARGO & COMPANY/MN | $421.9M | 4,695,411 | 0.07% | 31q | -47.7%-$384.0M |
| JPMORGAN CHASE & CO | $306.3M | 3,461,122 | 0.02% | 31q | +318.0%+$233.0M |
| ROYAL BANK OF CANADA | $198.6M | 2,209,858 | 0.03% | 31q | +4.7%+$8.9M |
| RAYMOND JAMES FINANCIAL INC | $197.9M | 2,202,840 | 0.05% | 7q | -5.3%-$11.2M |
| AMERIPRISE FINANCIAL INC | $178.9M | 1,990,479 | 0.04% | 31q | -47.7%-$163.4M |
| FIRST TRUST ADVISORS LP | $110.2M | 1,227,217 | 0.06% | 22q | +3.6%+$3.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $103.7M | 1,153,710 | 0.13% | 31q | HELD |
| HighTower Advisors, LLC | $94.6M | 1,052,664 | 0.09% | 28q | +33.7%+$23.8M |
| Cetera Investment Advisers | $89.6M | 996,780 | 0.08% | 31q | +9.5%+$7.8M |
| ENVESTNET ASSET MANAGEMENT INC | $70.9M | 789,156 | 0.02% | 28q | +0.8%+$545.3K |
| OSAIC HOLDINGS, INC. | $66.9M | 744,792 | 0.08% | 26q | +2.6%+$1.7M |
| STIFEL FINANCIAL CORP | $65.9M | 732,893 | 0.05% | 31q | +1.5%+$966.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $60.6M | 674,848 | 0.97% | new | NEW |
| Capital Asset Advisory Services LLC | $60.6M | 674,005 | 2.19% | 9q | +1.0%+$602.2K |
| Rockefeller Capital Management L.P. | $49.9M | 555,088 | 0.08% | 26q | -1.3%-$667.1K |
| CITIGROUP INC | $44.0M | 489,978 | 0.01% | 31q | +3.5%+$1.5M |
| Private Advisor Group, LLC | $42.5M | 472,791 | 0.19% | 31q | -13.6%-$6.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.4M | 438,772 | 0.02% | 31q | -3.3%-$1.3M |
| Kestra Advisory Services, LLC | $38.2M | 424,814 | 0.12% | 24q | +5.5%+$2.0M |
| Rockport Wealth LLC | $31.6M | 351,463 | 5.31% | 6q | -4.8%-$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31.0M | 142,943 | 0.00% | 28q | +251.3%+$22.2M |
| JONES FINANCIAL COMPANIES LLLP | $30.9M | 361,569 | 0.01% | 11q | +13.2%+$3.6M |
| PINNACLE ASSOCIATES LTD | $30.6M | 341,020 | 0.33% | 28q | +1.2%+$376.8K |
| MML INVESTORS SERVICES, LLC | $30.5M | 339,713 | 0.06% | 31q | +20.0%+$5.1M |
| Legacy Edge Advisors, LLC | $29.8M | 356,713 | 1.62% | 10q | +72.3%+$12.5M |
| TRUIST FINANCIAL CORP | $27.5M | 305,589 | 0.03% | 25q | -2.3%-$639.3K |
| Merit Financial Group, LLC | $24.9M | 277,340 | 0.08% | 13q | +104.3%+$12.7M |
| Modern Wealth Management, LLC | $22.7M | 253,046 | 0.27% | 7q | -5.8%-$1.4M |
| Intellus Advisors LLC | $21.7M | 241,259 | 2.63% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $21.3M | 237,312 | 0.23% | 24q | +8.8%+$1.7M |
| Equitable Holdings, Inc. | $20.6M | 229,012 | 0.12% | 27q | -5.3%-$1.1M |
| Marks Wealth, LLC | $20.1M | 223,913 | 4.36% | new | NEW |
| Procyon Advisors, LLC | $19.9M | 221,110 | 0.86% | 17q | +6.9%+$1.3M |
| Clearwater Capital Advisors, LLC | $19.1M | 212,657 | 1.40% | 31q | HELD |
| NewEdge Advisors, LLC | $18.1M | 201,338 | 0.05% | 22q | -4.9%-$936.8K |
| PNC Financial Services Group, Inc. | $18.0M | 200,608 | 0.01% | 31q | +23.6%+$3.4M |
| MGO ONE SEVEN LLC | $18.0M | 199,990 | 0.30% | 19q | +12.8%+$2.0M |
| American Financial Advisors, LLC | $17.8M | 198,104 | 2.14% | 16q | -1.1%-$205.6K |
| BLAIR WILLIAM & CO/IL | $17.5M | 194,996 | 0.05% | 25q | +147.9%+$10.5M |
| GOLDMAN SACHS GROUP INC | $17.3M | 192,718 | 0.00% | 22q | +539.0%+$14.6M |
| Integrated Wealth Concepts LLC | $17.2M | 190,877 | 0.08% | 22q | +121.1%+$9.4M |
| &PARTNERS | $17.0M | 188,709 | 0.07% | 11q | -26.6%-$6.2M |
| Sargent Investment Group, LLC | $16.2M | 179,786 | 1.94% | 30q | -3.0%-$492.4K |
| Point72 Asset Management, L.P. | $15.9M | options only | 0.02% | 3q | OPTIONS |
| D.A. DAVIDSON & CO. | $15.0M | 166,788 | 0.08% | 29q | +25.2%+$3.0M |
| Maniro Ltd | $14.9M | 165,740 | 3.34% | 2q | +58.2%+$5.5M |
| Mutual Advisors, LLC | $14.5M | 161,395 | 0.27% | 31q | +1.8%+$249.9K |
| Arax Advisory Partners | $14.4M | 160,318 | 0.10% | 3q | +183.1%+$9.3M |
| INDEPENDENT FINANCIAL GROUP, LLC | $14.3M | 159,417 | 0.27% | 6q | -10.0%-$1.6M |
| Parker Investment Management, LLC | $13.9M | 155,120 | 1.06% | new | NEW |
| PRUDENTIAL PLC | $13.8M | 154,000 | 0.08% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $13.7M | 152,188 | 0.29% | 23q | -3.5%-$502.4K |
| Key Client Fiduciary Advisors, LLC | $13.2M | 146,871 | 3.81% | 2q | -3.6%-$497.9K |
| Sanctuary Advisors, LLC | $12.9M | 143,310 | 0.06% | 9q | +9.1%+$1.1M |
| Arkadios Wealth Advisors | $12.7M | 141,543 | 0.19% | 27q | -3.2%-$419.1K |
| Destiny Wealth Partners, LLC | $12.2M | 133,375 | 1.73% | 23q | -21.6%-$3.4M |
| Prospera Financial Services Inc | $12.1M | 135,021 | 0.18% | 31q | +8.3%+$930.6K |
| JANE STREET GROUP, LLC | $12.0M | 48,136 | 0.00% | 6q | +56.5%+$4.3M |
| Pinnacle Wealth Management Advisory Group, LLC | $11.9M | 132,296 | 0.71% | 21q | +0.8%+$97.0K |
| CITADEL ADVISORS LLC | $11.7M | options only | 0.00% | 25q | OPTIONS |
| Steward Partners Investment Advisory, LLC | $11.2M | 124,658 | 0.06% | 29q | +1.8%+$193.2K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $11.2M | 124,520 | 0.87% | 3q | +5.5%+$586.6K |
| Kiker Wealth Management, LLC | $11.1M | 123,750 | 4.34% | 2q | -4.1%-$472.8K |
| PTM WEALTH MANAGEMENT, LLC | $11.0M | 124,276 | 4.95% | 2q | +4.4%+$467.4K |
| Plotkin Financial Advisors, LLC | $10.8M | 120,316 | 4.49% | 27q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.7M | 116,333 | 0.02% | 12q | +8.5%+$839.9K |
| Dunhill Financial, LLC | $10.6M | 118,022 | 2.18% | 13q | HELD |
| Pine Valley Investments Ltd Liability Co | $10.3M | 114,095 | 0.40% | 10q | +11.3%+$1.0M |
| BANK OF MONTREAL /CAN/ | $10.2M | 113,484 | 0.00% | 31q | +13.9%+$1.2M |
| Creative Planning | $9.9M | 110,683 | 0.01% | 24q | +6.2%+$584.3K |
| Baird Financial Group, Inc. | $9.6M | 107,368 | 0.01% | 29q | +1.1%+$102.6K |
| IAM Advisory, LLC | $9.6M | 106,887 | 1.87% | 20q | +3.9%+$363.3K |
| Hobart Private Capital, LLC | $9.6M | 106,622 | 1.64% | 10q | +1.9%+$175.3K |
| Warner Group LLC | $9.6M | 106,545 | 2.36% | 4q | +77.3%+$4.2M |
| SCOTIA CAPITAL INC. | $9.4M | 105,101 | 0.04% | 25q | -13.6%-$1.5M |
| Federation des caisses Desjardins du Quebec | $9.4M | 104,513 | 0.03% | 30q | -13.1%-$1.4M |
| PEAK6 LLC | $9.4M | options only | 0.02% | 7q | OPTIONS |
| Frisch Financial Group, Inc. | $9.2M | 102,751 | 1.58% | 18q | +8.3%+$709.5K |
| NATIONAL BANK OF CANADA /FI/ | $9.1M | 101,698 | 0.01% | 19q | +1.0%+$89.8K |
| CIBC WORLD MARKET INC. | $8.7M | 96,478 | 0.01% | 27q | +2.8%+$236.0K |
| NTV Asset Management LLC | $8.6M | 96,201 | 0.85% | 26q | +1.5%+$125.1K |
| J.W. COLE ADVISORS, INC. | $8.6M | 96,165 | 0.15% | 19q | -1.7%-$147.4K |
| Waverly Advisors, LLC | $8.3M | 92,862 | 0.05% | 22q | +5.8%+$457.2K |
| CARY STREET PARTNERS FINANCIAL LLC | $7.9M | 88,264 | 0.17% | 5q | -3.7%-$304.8K |
| O'Connor Financial Group LLC | $7.9M | 88,038 | 2.80% | 14q | +1.6%+$125.6K |
| STEPHENS INC /AR/ | $7.8M | 87,162 | 0.09% | 31q | -1.9%-$155.7K |
| Sigma Planning Corp | $7.8M | 87,095 | 0.20% | 25q | +13.1%+$908.8K |
| BIP Wealth, LLC | $7.8M | 86,330 | 0.22% | 3q | +97.1%+$3.8M |
| CAPTRUST FINANCIAL ADVISORS | $7.7M | 85,166 | 0.01% | 25q | +20.8%+$1.3M |
| Phoenix Financial Ltd. | $7.4M | 81,875 | 0.05% | 5q | HELD |
| FAGAN ASSOCIATES, INC. | $7.3M | 81,789 | 0.90% | 5q | +0.8%+$55.2K |
| Rooted Wealth Advisors, Inc. | $7.3M | 80,833 | 1.78% | 8q | -12.9%-$1.1M |
| Dala Group, LLC | $7.2M | 80,587 | 5.97% | new | FIRST |
| StoneCrest Wealth Management, Inc. | $7.2M | 79,976 | 2.30% | 11q | +1.2%+$86.5K |
| OPPENHEIMER & CO INC | $7.1M | 78,949 | 0.08% | 30q | -7.6%-$585.8K |
| ABLE Financial Group, LLC | $7.0M | 78,075 | 1.18% | 2q | +6.6%+$434.2K |
Showing the largest 100 of 846 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 813 | $7.8B | 86,552,424 | 150 | 273 | 234 | 0.8% |
| Q1 2026 | 712 | $5.6B | 88,268,466 | 58 | 283 | 211 | 0.6% |
| Q4 2025 | 753 | $5.9B | 82,323,348 | 68 | 317 | 152 | 0.2% |
| Q3 2025 | 688 | $5.9B | 77,172,342 | 55 | 296 | 152 | 0.8% |
| Q2 2025 | 677 | $5.2B | 68,249,247 | 122 | 254 | 149 | 1.1% |
| Q1 2025 | 584 | $3.9B | 61,234,091 | 65 | 231 | 131 | 1.0% |
| Q4 2024 | 569 | $3.6B | 56,428,909 | 48 | 208 | 132 | 0.5% |
| Q3 2024 | 509 | $3.2B | 53,658,930 | 45 | 187 | 137 | 0.5% |
| Q2 2024 | 496 | $3.2B | 56,688,145 | 57 | 173 | 134 | 0.5% |
| Q1 2024 | 481 | $4.5B | 79,341,853 | 74 | 197 | 110 | 0.8% |
| Q4 2023 | 445 | $3.5B | 63,996,155 | 65 | 123 | 130 | 1.0% |
| Q3 2023 | 387 | $2.3B | 50,762,470 | 39 | 119 | 130 | 0.5% |
| Q2 2023 | 365 | $2.3B | 50,884,431 | 29 | 108 | 140 | 0.6% |
| Q1 2023 | 358 | $2.2B | 51,254,264 | 41 | 96 | 138 | 0.5% |
| Q4 2022 | 327 | $2.1B | 52,823,636 | 27 | 85 | 130 | 0.4% |
| Q3 2022 | 387 | $2.4B | 61,132,587 | 42 | 143 | 115 | 0.3% |
| Q2 2022 | 385 | $2.5B | 61,305,799 | 36 | 155 | 111 | 0.5% |
| Q1 2022 | 426 | $3.3B | 60,248,169 | 74 | 195 | 83 | 2.2% |
| Q4 2021 | 401 | $2.9B | 53,653,130 | 62 | 169 | 58 | 2.1% |
| Q3 2021 | 326 | $2.3B | 47,111,836 | 57 | 151 | 47 | 0.9% |
| Q2 2021 | 303 | $1.9B | 41,274,528 | 52 | 137 | 52 | 0.3% |
| Q1 2021 | 263 | $1.7B | 39,398,307 | 43 | 120 | 50 | 0.4% |
| Q4 2020 | 235 | $1.5B | 34,435,332 | 45 | 109 | 31 | 0.5% |
| Q3 2020 | 191 | $1.0B | 29,878,002 | 22 | 100 | 32 | 0.1% |
| Q2 2020 | 184 | $901.3M | 27,223,255 | 46 | 92 | 15 | 0.1% |
| Q1 2020 | 152 | $552.5M | 21,299,809 | 27 | 67 | 32 | 0.0% |
| Q4 2019 | 147 | $522.5M | 17,360,875 | 21 | 59 | 26 | 0.0% |
| Q3 2019 | 124 | $421.5M | 15,199,516 | 17 | 59 | 15 | 0.0% |
| Q2 2019 | 121 | $380.4M | 13,256,932 | 29 | 53 | 18 | 0.1% |
| Q1 2019 | 112 | $318.3M | 11,289,411 | 22 | 31 | 26 | 0.0% |
| Q4 2018 | 99 | $268.3M | 11,445,248 | 1 | 2 | 4 | 0.1% |