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Disclosery

CIBR FIRST TR EXCHANGE-TRADED FD

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NASDAQ CYB ETF (fund)

600 managers (607 13F filers) reported a position in CIBR shares at 2024-12-31, 59,402,174 shares in all. 52 filers opened a position and 34 filers sold out during the quarter.

Managers
600
13F filers
607
New
52
Added
253
Reduced
151
Sold out
34
Shares held by filers
59,402,174

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sunbelt Securities, Inc.20,028$1.28M0.11%+93513F-HRTimeline
Capital Investment Advisory Services, L…20,139$1.28M0.12%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,096$1.28M<0.01%+1,68413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,968$1.27M<0.01%+1,43713F-HRTimelineGroup
Castle Rock Wealth Management, LLC17,658$1.26M0.3%+80913F-HRTimeline
TPG Advisors LLC19,305$1.22M0.96%-10613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,268$1.22M0.09%+7,54513F-HRTimeline
PFG Advisors19,240$1.22M0.07%+78213F-HRTimeline
CoreCap Advisors, LLC19,202$1.22M0.06%-1,12913F-HRTimeline
Valtrion Capital Management, LLC19,068$1.21M1.59%13F-HRTimeline
IFP Advisors, Inc18,587$1.18M0.04%-34313F-HRTimeline
Cubist Systematic Strategies, LLC18,399$1.17M0.02%+11,63713F-HRTimeline
Richard W. Paul & Associates, LLC17,431$1.11M0.4%-8813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,085$1.08M+1,891Timeline
JAMES INVESTMENT RESEARCH, INC.16,873$1.07M0.13%-6413F-HRTimeline
Emerald Advisors, LLC16,831$1.07M0.15%+30413F-HRTimeline
Geneos Wealth Management Inc.16,769$1.06M0.04%+1,12413F-HRTimeline
Mayflower Financial Advisors, LLC16,705$1.06M0.16%+2,58413F-HRTimeline
Ellis Investment Partners, LLC16,569$1.05M0.21%+27513F-HRTimeline
Sowell Financial Services LLC16,464$1.04M0.05%-1,15713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD16,386$1.04M0.02%013F-HRTimelineGroup
TD Capital Management LLC16,155$1.03M0.1%+43813F-HRTimeline
Fearless Solutions, LLC dba Best Invest16,036$1.02M0.78%13F-HRTimeline
Williams Jones Wealth Management, LLC.15,950$1.01M0.01%+82013F-HRTimeline
Beacon Financial Advisory LLC15,899$1.01M0.33%+38013F-HRTimeline
Avior Wealth Management, LLC15,779$1M0.04%+1813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,638$992K0.07%+19313F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC15,457$981K0.44%-27913F-HRTimeline
Northwest Financial Advisors15,453$981K0.81%+60413F-HRTimeline
WealthBridge Capital Management, LLC15,331$973K0.27%-17613F-HRTimeline
Wisconsin Wealth Advisors, LLC15,272$969K1.43%13F-HRTimeline
Gateway Wealth Partners, LLC14,954$949K0.25%-1,20413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,894$945K<0.01%-26,28913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC14,851$942K0.01%+8,88213F-HRTimelineGroup
Global Retirement Partners, LLC14,741$935K0.03%+1,72613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,499$920K0.09%-5113F-HRTimeline
MGO ONE SEVEN LLC14,376$912K0.04%-26013F-HRTimeline
One Capital Management, LLC14,329$909K0.03%+84013F-HRTimeline
TrinityPoint Wealth, LLC14,311$908K0.13%+2613F-HRTimeline
Dynamic Advisor Solutions LLC14,142$897K0.04%+1,17213F-HRTimeline
HB Wealth Management, LLC14,018$890K0.01%-82313F-HRTimeline
Crown Wealth Group, LLC13,992$888K0.36%-1313F-HRTimeline
Jacobi Capital Management LLC13,735$871K0.07%-16113F-HRTimeline
B. Riley Wealth Advisors, Inc.13,689$869K0.03%-41813F-HRTimeline
TOWNSQUARE CAPITAL LLC13,633$865K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,388$849K0.02%+11213F-HRTimelineGroup
L.M. KOHN & COMPANY13,353$847K0.22%-98513F-HRTimeline
Caprock Group, LLC13,331$846K0.03%+1,28713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…13,100$831K0.04%013F-HRTimeline
Western Wealth Management, LLC13,098$831K0.05%+23613F-HR/ATimeline
PFG Investments, LLC12,913$819K0.05%+3,43013F-HRTimeline
Aster Capital Management (DIFC) Ltd12,855$816K0.31%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,847$815K0.02%+52713F-HRTimelineGroup
Cornerstone Wealth Management, LLC12,618$801K0.05%+1,74013F-HRTimeline
Moloney Securities Asset Management, LLC12,383$786K0.11%+15213F-HRTimeline
Rye Brook Capital LLC12,100$768K0.92%-10013F-HRTimeline
Gotham Asset Management, LLC11,980$760K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,899$755K0.03%-5,83613F-HRTimelineGroup
James J. Burns & Company, LLC11,692$742K0.13%+48313F-HRTimeline
Federation des caisses Desjardins du Qu…11,667$740K<0.01%+7,49513F-HRTimeline
DeDora Capital, Inc.11,661$740K0.2%+2613F-HRTimeline
Mirador Capital Partners LP11,621$737K0.13%-28213F-HRTimeline
LM Advisors LLC11,321$718K0.13%-1,00113F-HR/ATimeline
Keystone Wealth Services, LLC11,200$711K0.19%+1,35313F-HRTimeline
Uniting Wealth Partners, LLC11,163$708K0.34%13F-HRTimeline
PURSUE WEALTH PARTNERS LLC11,158$708K0.41%013F-HRTimeline
Medallion Wealth Advisors, LLC10,931$693K0.34%13F-HRTimeline
Triumph Capital Management10,867$690K0.24%-21013F-HRTimeline
Apeiron RIA LLC10,815$686K0.19%-6913F-HRTimeline
Richmond Investment Services, LLC10,765$683K0.38%13F-HRTimeline
YANKCOM Partnership10,754$682K0.36%13F-HRTimeline
Global Financial Private Client, LLC10,637$675K0.25%+2,95613F-HRTimeline
Laidlaw Wealth Management LLC10,625$674K0.29%-2,55113F-HRTimeline
SFG Wealth Management, LLC.10,581$671K0.35%013F-HRTimeline
Pallas Capital Advisors LLC10,535$668K0.03%+39713F-HRTimeline
Advisory Services Network, LLC10,513$667K0.01%+2113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding32,308$663K+21,858Timeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …10,363$658K0.02%-6013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,349$656K<0.01%-2,01113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,315$655K0.04%+17513F-HR/ATimelineGroup
Bensler, LLC10,244$650K0.08%-18813F-HRTimeline
Morey & Quinn Wealth Partners, LLC10,179$646K0.55%13F-HRTimeline
Fortis Advisors, LLC10,097$641K0.42%+71013F-HRTimeline
Beaumont Asset Management, L.L.C.9,948$631K0.37%+2,81313F-HRTimeline
RoundAngle Advisors LLC9,817$623K0.59%13F-HRTimeline
American Institute for Advanced Investm…9,726$617K0.46%-1,09013F-HRTimeline
Alteri Wealth LLC9,577$608K0.17%13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC9,490$602K0.6%-24913F-HRTimeline
FFG Partners, LLC9,245$587K0.21%-58813F-HRTimeline
Perigon Wealth Management, LLC9,052$586K0.01%-38613F-HRTimeline
CW Advisors, LLC9,212$585K0.01%+4,68413F-HRTimeline
Prosperity Consulting Group, LLC9,123$579K0.04%+2,20513F-HRTimeline
Koshinski Asset Management, Inc.9,119$579K0.05%+813F-HRTimeline
Altus Wealth Group LLC9,055$575K0.25%+3,02413F-HRTimeline
Glass Jacobson Investment Advisors llc9,029$573K0.19%+44413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
River Street Advisors LLC9,016$572K0.29%+94913F-HRTimeline
VALLEY NATIONAL ADVISERS INC8,838$560K0.1%-10313F-HRTimeline
CENTAURUS FINANCIAL, INC.8,784$557K0.03%-15513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,732$554K0.03%+70513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,674$550K0.05%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,564$543K0.01%+36513F-HRTimelineGroup
Kaizen Financial Strategies8,545$542K0.31%+20013F-HRTimeline
Goldstone Financial Group, LLC8,517$540K0.08%+5,09213F-HRTimeline
Atria Investments, Inc8,383$532K0.01%-84913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,261$524K<0.01%+31313F-HRTimelineGroup
Northeast Financial Consultants Inc8,246$523K0.02%+39313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,201$520K<0.01%-2,01013F-HR/ATimelineGroup
PKS Advisory Services, LLC8,084$513K0.13%13F-HRTimeline
DAVIS R M INC8,060$511K0.01%013F-HRTimeline
Resurgent Financial Advisors LLC7,946$504K0.3%-8613F-HRTimeline
Solutions 4 Wealth, Ltd7,937$504K0.91%+113F-HRTimeline
Westshore Wealth, LLC7,897$501K0.2%013F-HRTimeline
United Advisor Group, LLC7,836$497K0.1%+19913F-HRTimeline
Consolidated Portfolio Review Corp7,797$495K0.08%+1,14213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,807$494K0.04%+1,86313F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC7,681$487K0.05%-18813F-HRTimeline
Triton Wealth Management, PLLC7,707$486K0.25%+1,13913F-HRTimeline
ARQ WEALTH ADVISORS, LLC7,548$479K0.18%+613F-HRTimeline
Interchange Capital Partners, LLC7,410$470K0.17%-96713F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV7,195$457K0.41%13F-HRTimeline
MAI Capital Management7,186$456K<0.01%+2,13313F-HRTimeline
Wealthspire Advisors, LLC7,154$454K<0.01%+99113F-HRTimeline
Quantum Private Wealth, LLC7,121$452K0.14%-1,65513F-HRTimeline
Caldwell Trust Co7,069$449K0.05%013F-HRTimeline
Wagner Wealth Management, LLC7,050$447K0.12%-36713F-HRTimeline
Golden State Wealth Management, LLC7,011$445K0.07%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,949$441K<0.01%-68313F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC6,946$441K0.32%-65013F-HRTimeline
Cyndeo Wealth Partners, LLC6,873$436K0.03%+40913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,836$434K0.05%-4,93413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,817$433K0.01%+4313F-HRTimelineGroup
Essential Planning, LLC.7,030$432K<0.01%new13F-HRTimeline
Compound Planning, Inc.6,741$428K0.02%+213F-HRTimeline
Comprehensive Financial Consultants Ins…6,703$425K0.15%new13F-HRTimeline
Kercheville Advisors, LLC6,700$425K0.16%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,618$420K0.01%+16013F-HRTimelineGroup
Apexium Financial, LP6,605$419K0.03%013F-HRTimeline
IFG Advisory, LLC6,552$416K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,549$416K0.03%013F-HRTimeline
Merit Financial Group, LLC6,543$415K0.01%-2,54313F-HRTimeline
Glen Eagle Advisors, LLC6,524$414K0.07%+2,62513F-HRTimeline
Robertson Stephens Wealth Management, L…6,516$413K0.01%-23713F-HRTimeline
Tidemark, LLC6,456$410K0.16%+28013F-HRTimeline
Castleview Partners, LLC6,397$408K0.22%+6713F-HR/ATimeline
Legacy Investment Solutions, LLC5,854$406K0.27%+3,48613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5,854$406K0.27%+3,48613F-HRTimelineGroup
Pure Financial Advisors, LLC6,360$404K0.01%new13F-HRTimeline
KPP Advisory Services LLC6,330$402K0.09%+23713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC6,304$400K0.07%-4513F-HRTimeline
Mason & Associates Inc6,256$397K0.09%-42413F-HRTimeline
Gilman Hill Asset Management, LLC6,225$395K0.07%-12513F-HRTimeline
Global Trust Asset Management, LLC6,215$394K0.15%+2,17513F-HRTimeline
Americana Partners, LLC6,185$392K0.02%new13F-HRTimeline
Stonebridge Financial Planning Group, L…6,107$387K0.17%+313F-HRTimeline
ALLIANCEBERNSTEIN L.P.6,100$387K<0.01%013F-HRTimeline
Unconventional Investor, LLC6,073$385K0.23%013F-HRTimeline
Nilsine Partners, LLC6,065$385K0.04%+2,43313F-HRTimeline
Sunpointe, LLC5,934$377K0.19%new13F-HRTimeline
Plan Group Financial, LLC5,929$376K0.2%+27113F-HRTimeline
Farther Finance Advisors, LLC5,899$374K0.01%-1,36713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,872$373K<0.01%+1,72213F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC5,833$370K0.05%-2,07113F-HRTimeline
Tradition Wealth Management, LLC5,831$370K0.03%+7313F-HRTimeline
Claro Advisors Inc.5,826$370K0.05%-20413F-HRTimeline
Householder Group Estate & Retirement S…5,705$361K0.27%-4,59613F-HRTimeline
Obermeyer Wealth Partners5,682$361K0.02%013F-HRTimeline
Global Assets Advisory, LLC5,586$356K0.2%013F-HRTimeline
Legacy Advisors, LLC5,600$355K0.03%new13F-HRTimeline
Valmark Advisers, Inc.5,568$353K0.01%+213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,556$353K<0.01%+65513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…5,482$348K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd5,461$346K0.09%13F-HRTimelineGroup
PCG Wealth Advisors, LLC5,401$343K0.13%-7213F-HRTimeline
Kovack Advisors, Inc.5,363$340K0.03%-90313F-HRTimeline
Aptus Capital Advisors, LLC5,351$340K<0.01%-64713F-HRTimeline
KICKSTAND VENTURES, LLC.5,274$335K0.09%-3413F-HRTimeline
Visionary Wealth Advisors5,232$332K0.02%+16313F-HRTimeline
Modera Wealth Management, LLC5,222$331K<0.01%+99813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,200$330K<0.01%013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC5,195$330K<0.01%+10013F-HRTimeline
Balboa Wealth Partners5,183$329K0.08%+1,57413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,120$322K<0.01%-73813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,035$319K<0.01%-78013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…4,913$318K0.23%+413F-HRTimeline
Acorn Wealth Advisors, LLC4,950$314K0.13%+29013F-HRTimeline
FINANCIAL COUNSELORS INC4,945$314K<0.01%-32513F-HRTimeline
Bison Wealth, LLC4,928$313K0.04%13F-HRTimeline
Claris Financial LLC4,851$308K0.2%13F-HRTimeline
Focus Financial Network, Inc.4,815$305K0.01%+113F-HRTimeline
Magnus Financial Group LLC4,806$305K0.03%+1,09213F-HRTimeline
IEQ CAPITAL, LLC4,778$303K<0.01%013F-HRTimeline
Allworth Financial LP4,513$302K<0.01%+52013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,615$302K0.05%+44113F-HRTimeline
BCS Wealth Management4,750$301K0.07%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,643$295K<0.01%-7,80413F-HRTimelineGroup
Keystone Financial Group4,631$294K0.03%+413F-HRTimeline
Ally Invest Advisors Inc.4,620$293K0.03%+43913F-HRTimeline
Prepared Retirement Institute LLC4,609$292K0.17%+1,05813F-HRTimeline
MTM Investment Management, LLC4,600$292K0.11%013F-HRTimeline
Tempus Wealth Planning, LLC4,523$287K0.09%-5113F-HRTimeline