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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
TrueWealth Advisors, LLC4,516$287K0.1%+70613F-HRTimeline
IPG Investment Advisors LLC4,505$286K0.07%013F-HRTimeline
CHAPIN DAVIS, INC.4,770$283K0.09%013F-HRTimeline
WEALTH EFFECTS LLC4,447$282K0.1%+113F-HRTimeline
Founders Financial Alliance, LLC4,407$280K0.08%+413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,392$279K<0.01%-1,71513F-HRTimelineGroup
EP Wealth Advisors, LLC4,391$279K<0.01%+60413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,160$278K0.02%-7713F-HRTimeline
Orion Porfolio Solutions, LLC4,373$277K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC4,373$277K<0.01%new13F-HRTimeline
Advyzon Investment Management, LLC4,323$274K0.11%13F-HRTimeline
RWA WEALTH PARTNERS, LLC4,303$273K<0.01%+513F-HRTimeline
Madison Wealth Partners, Inc4,275$271K0.08%+10013F-HRTimeline
Stablepoint Partners, LLC4,261$270K0.05%013F-HRTimeline
TD Waterhouse Canada Inc.4,232$268K<0.01%-28513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,200$266K<0.01%013F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC4,184$265K0.27%-88513F-HRTimeline
Allie Family Office LLC4,158$264K0.15%013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,063$258K0.02%+34213F-HRTimeline
Ignite Planners, LLC3,976$256K0.06%-15413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,958$251K<0.01%+5013F-HRTimelineGroup
AlphaMark Advisors, LLC3,936$250K0.11%+14013F-HRTimeline
Aspen Investment Management Inc3,928$249K0.12%+19113F-HRTimeline
Synergy Investment Management, LLC3,902$248K0.11%13F-HRTimeline
PRIVATE TRUST CO NA3,855$245K0.03%+7713F-HRTimeline
World Investment Advisors3,852$244K0.01%+13513F-HRTimeline
Fisher Asset Management, LLC3,809$242K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC3,809$242K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC3,800$241K0.05%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,728$237K0.09%013F-HRTimeline
Crestwood Advisors Group, LLC3,713$236K<0.01%013F-HRTimeline
Symphony Financial Services, Inc.3,706$235K0.19%013F-HRTimeline
Huntleigh Advisors, Inc.3,689$234K0.05%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,680$233K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,646$231K<0.01%-8013F-HRTimelineGroup
tru Independence LLC3,625$230K0.07%+313F-HRTimeline
Choice Wealth Advisors LLC3,612$229K0.12%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,600$228K0.04%013F-HRTimelineGroup
EVOKE WEALTH, LLC3,600$228K0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC3,589$228K0.03%+8913F-HRTimeline
Post Resch Tallon Group Inc.3,550$226K0.22%13F-HRTimeline
Intellectus Partners, LLC3,563$226K0.05%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC3,561$226K0.05%new13F-HRTimeline
OBSIDIAN CIO, LLC3,539$225K0.04%-18013F-HRTimeline
Paragon Private Wealth Management, LLC3,531$224K0.1%-25213F-HRTimeline
Trexquant Investment LP3,530$224K<0.01%-85213F-HRTimeline
Centricity Wealth Management, LLC3,526$224K0.21%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,462$220K0.02%-56013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,418$217K0.03%-1213F-HRTimeline
Sage Mountain Advisors LLC3,383$215K0.02%013F-HRTimeline
Herold Advisors, Inc.3,376$214K0.05%new13F-HRTimeline
FineMark National Bank & Trust3,375$214K0.01%new13F-HRTimeline
Bulltick Wealth Management, LLC3,371$214K0.05%new13F-HRTimeline
WNY Asset Management, LLC3,354$213K0.03%new13F-HRTimeline
Chicago Partners Investment Group LLC3,296$211K0.01%new13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.3,333$211K0.16%13F-HRTimeline
COZAD ASSET MANAGEMENT INC3,323$211K0.02%new13F-HRTimeline
Cypress Wealth Services, LLC3,320$211K0.04%new13F-HRTimeline
Birchcreek Wealth Management, LLC3,307$210K0.13%new13F-HRTimeline
MEANS INVESTMENT CO., INC.3,279$208K0.02%new13F-HRTimeline
Plum Street Advisors, LLC3,277$208K0.1%new13F-HRTimeline
WMG Financial Advisors, LLC3,256$207K0.09%new13F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD3,204$203K0.07%-48313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,201$203K0.02%-9913F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC3,199$203K0.18%13F-HRTimeline
WOLVERINE TRADING, LLC3,162$202K<0.01%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,170$201K<0.01%-1,05013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC3,165$201K0.01%new13F-HRTimeline
Collier Financial3,038$193K0.17%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,016$191K0.02%013F-HRTimeline
Accredited Wealth Management, LLC2,813$178K0.16%13F-HRTimeline
Hemington Wealth Management2,711$172K0.04%+17713F-HRTimeline
CENTRAL TRUST Co2,583$164K<0.01%+3413F-HRTimeline
TSFG, LLC2,557$162K0.03%+1,50113F-HRTimeline
REAP Financial Group, LLC2,380$151K0.04%-3613F-HRTimeline
Balefire, LLC2,366$151K0.05%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,121$135K<0.01%-29,50013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,094$133K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.1,942$123K0.04%+63013F-HRTimeline
Realta Investment Advisors1,850$119K0.05%+1,75013F-HRTimeline
AMERIFLEX GROUP, INC.1,739$118K0.05%13F-HRTimeline
WealthShield Partners, LLC1,835$116K0.02%-9913F-HRTimeline
Financial Freedom, LLC1,789$113K0.06%+313F-HRTimeline
Front Row Advisors LLC1,766$112K0.04%+3013F-HRTimeline
Fairscale Capital, LLC1,728$110K0.09%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,711$109K0.01%+88113F-HRTimeline
Hanson & Doremus Investment Management1,710$108K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,569$99.6K<0.01%013F-HRTimeline
WFA Asset Management Corp1,414$89.7K0.05%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,388$88.1K<0.01%+9013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,384$87.8K0.08%13F-HRTimeline
Archer Investment Corp1,367$86.7K0.02%+1,31413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,320$84K<0.01%013F-HRTimelineGroup
ORG Partners LLC1,299$82.5K0.01%+6013F-HRTimeline
McIlrath & Eck, LLC1,264$80.2K0.01%+213F-HRTimeline
Register Financial Advisors LLC1,244$79K0.04%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC1,150$73K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,103$70.8K<0.01%+16013F-HRTimelineGroup
Bangor Savings Bank1,100$69.8K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,084$68.8K<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,068$67.8K0.03%new13F-HRTimeline
Creekmur Asset Management LLC1,034$65.6K0.02%-30613F-HRTimeline
JFS WEALTH ADVISORS, LLC1,032$65.5K<0.01%new13F-HRTimeline
Smithfield Trust Co1,000$63K<0.01%013F-HRTimeline
Continuum Advisory, LLC887$56.3K0.01%013F-HRTimeline
Westside Investment Management, Inc.857$54.4K0.01%013F-HRTimeline
First Horizon Advisors, Inc.857$54.4K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc850$53.9K0.01%+5713F-HRTimeline
BFSG, LLC750$47.6K0.01%013F-HRTimeline
Transce3nd, LLC738$46.8K0.02%13F-HRTimeline
WASHINGTON TRUST Co710$45K<0.01%013F-HRTimeline
Zions Bancorporation, N.A.700$44.4K<0.01%013F-HRTimeline
Modus Advisors, LLC671$42.6K0.01%new13F-HRTimeline
EASTERN BANK652$41.4K<0.01%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…635$40.3K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO600$38.1K<0.01%013F-HRTimeline
Hilltop National Bank585$37.1K0.01%013F-HRTimeline
Noble Wealth Management PBC575$36.5K0.03%13F-HRTimeline
Stephens Consulting, LLC540$34.3K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC539$34.2K<0.01%+30813F-HRTimeline
Roxbury Financial LLC519$32.8K0.03%13F-HRTimeline
Fairfield Financial Advisors, LTD500$31.7K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…449$28.5K<0.01%-1,00013F-HRTimelineGroup
Financial Life Planners434$27.6K0.02%13F-HRTimeline
Venturi Wealth Management, LLC416$26.4K<0.01%-40613F-HRTimeline
Asset Dedication, LLC406$25.8K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC400$25.4K<0.01%013F-HRTimeline
Ransom Advisory, Ltd400$25.4K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.395$25K0.02%13F-HRTimeline
GW&K Investment Management, LLC400$25K<0.01%new13F-HRTimeline
WINTRUST INVESTMENTS LLC395$25K0.02%-94513F-HRTimeline
Key Financial Inc392$24.9K0.01%013F-HRTimeline
New England Capital Financial Advisors …388$24.6K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.384$24.4K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC406$24.1K0.01%13F-HRTimeline
Nova Wealth Management, Inc.357$22.7K0.02%13F-HRTimeline
Riggs Asset Managment Co. Inc.300$19.1K0.01%013F-HRTimeline
WEBSTER BANK, N. A.300$19K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.300$19K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC291$18.5K<0.01%+313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC262$17K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC238$15.1K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.235$14.9K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.201$13K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.204$12.9K0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…203$12.9K<0.01%+10413F-HRTimelineGroup
Versant Capital Management, Inc200$12.7K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC192$12.2K<0.01%new13F-HR/ATimeline
Vermillion & White Wealth Management Gr…191$12.1K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC206$12K0.01%013F-HRTimeline
Copia Wealth Management177$11.2K0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC175$11.1K<0.01%-1513F-HRTimeline
JDM Financial Group LLC170$10.8K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL170$10.8K<0.01%013F-HRTimeline
Coastline Trust Co168$10.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NFSG Corp163$10.3K<0.01%+113F-HRTimeline
Pacifica Partners Inc.150$9.56K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc150$9.52K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton140$8.88K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC138$8.76K<0.01%13F-HRTimeline
HighMark Wealth Management LLC135$8.58K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.134$8.5K0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.133$8.44K<0.01%-35113F-HRTimelineGroup
Pathway Financial Advisers, LLC126$7.94K<0.01%+113F-HRTimeline
JNBA Financial Advisors125$7.93K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…125$7.93K<0.01%013F-HR/ATimeline
WOLFF WIESE MAGANA LLC113$7.14K<0.01%-7713F-HRTimeline
FSA Wealth Management LLC112$7.11K<0.01%013F-HRTimeline
Abound Wealth Management109$6.92K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.104$6.6K<0.01%013F-HRTimeline
HM PAYSON & CO99$6.28K<0.01%new13F-HRTimeline
Trust Co92$5.84K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC90$5.71K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC90$5.71K<0.01%13F-HRTimeline
Nemes Rush Group LLC85$5.4K<0.01%-4413F-HRTimeline
Strengthening Families & Communities, L…78$5K<0.01%013F-HRTimeline
WPG Advisers, LLC78$4.95K<0.01%13F-HRTimeline
SRH ADVISORS, LLC75$4.76K<0.01%013F-HRTimeline
Morse Asset Management, Inc75$4.76K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC67$4.26K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.66$4.19K0.38%-66,97513F-HRTimeline
Runnymede Capital Advisors, Inc.63$4K<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC60$3.55K<0.01%new13F-HRTimelineGroup
Denver PWM, LLC54$3.43K<0.01%-22713F-HRTimeline
Cornerstone National Bank & Trust Co51$3.24K<0.01%013F-HRTimeline
Clearstead Advisors, LLC36$2.3K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.36$2.28K<0.01%013F-HRTimeline
Caitlin John, LLC34$2.16K<0.01%013F-HRTimeline
SIGNATUREFD, LLC30$1.9K<0.01%-24613F-HRTimeline
Park Square Financial Group, LLC30$1.9K<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$1.27K<0.01%13F-HRTimeline
Navigoe, LLC21$1K<0.01%13F-HRTimeline
Legend Financial Advisors, Inc.14$888<0.01%new13F-HRTimeline
Glassman Wealth Services12$774<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC9$572<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC3$191<0.01%-3313F-HRTimeline
Future Financial Wealth Managment LLC3$190<0.01%013F-HRTimeline
Main Street Group, LTD2$127<0.01%013F-HRTimeline
Pineridge Advisors LLC1$63<0.01%013F-HRTimeline
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.