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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
MORGAN STANLEYin group MORGAN STANLEY11,160,360$708M0.05%+188,28613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,030,817$446M0.04%-50,04213F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,798,584$368M0.08%+357,20713F-HRTimelineGroup
LPL Financial LLC3,687,276$234M0.1%+353,84813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,040,140$193M0.05%+736,93213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,833,646$116M0.03%+142,58613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,699,492$108M0.04%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,361,138$86.3M0.02%+97,16413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,031,749$65.5M0.01%+143,40013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC889,207$56.4M0.08%+4,53913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP788,773$50M0.04%+87,14313F-HRTimelineGroup
Capital Asset Advisory Services LLC582,235$37.5M1.84%+31,13213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC576,526$36.6M0.91%+28,94313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC568,494$36.1M0.01%-3,03713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding554,259$35.2M+56,251Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.511,088$32.4M0.07%+66,04913F-HR/ATimelineGroup
Cetera Investment Advisers480,847$30.5M0.06%+16,51613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP460,129$29.2M0.03%+23,69713F-HRTimelineGroup
Private Advisor Group, LLC400,190$25.4M0.14%-5,45613F-HRTimeline
CWM, LLCin group CWM, LLC393,573$25M0.1%+184,36313F-HRTimelineGroup
Cambridge Investment Research Advisors,…391,789$24.9M0.08%+8,93213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC383,756$24.3M0.02%-74,51113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…383,220$24.3M0.06%+18,20013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD283,678$18M0.24%+19,22113F-HRTimeline
CX Institutional267,927$17M0.68%+18,51713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…264,545$16.8M0.01%-1,09213F-HRTimelineGroup
Janney Montgomery Scott LLC257,817$16.4M0.05%+10,62713F-HRTimeline
MML INVESTORS SERVICES, LLC243,376$15.4M0.05%+2,54913F-HRTimeline
American Financial Advisors, LLC239,360$15.2M2.14%-5,29413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP233,515$14.8M0.02%+10,26613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…226,517$14.4M0.01%+26,90713F-HRTimelineGroup
Modern Wealth Management, LLC222,466$14.1M0.53%new13F-HR/ATimeline
Clearwater Capital Advisors, LLC207,158$13.1M1.29%-4,10413F-HRTimeline
HighTower Advisors, LLC204,612$13M0.02%+38,35413F-HRTimeline
Sargent Investment Group, LLC200,381$12.7M2.07%-8,08513F-HRTimeline
Ashton Thomas Private Wealth, LLC165,406$10.5M0.41%+8,26013F-HRTimeline
Legacy Edge Advisors, LLC160,046$10.2M1.62%-3,63013F-HRTimeline
Joseph Group Capital Management159,494$10.1M3.99%-4,74413F-HRTimeline
D.A. DAVIDSON & CO.157,839$10M0.08%+57,79813F-HRTimeline
Procyon Advisors, LLC155,552$9.87M0.63%-3,90213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…155,495$9.87M0.02%+38,05013F-HR/ATimeline
Beacon Pointe Advisors, LLC149,094$9.46M0.1%+3,27713F-HRTimeline
APPLETON PARTNERS INC/MA145,452$9.23M0.68%+6,57513F-HRTimeline
Silverleafe Capital Partners, LLC144,221$9.15M2.9%+24,54313F-HRTimeline
Enclave Advisors LLC143,523$9.11M1.5%+74,49313F-HRTimeline
&PARTNERS133,688$8.6M0.1%+32,48813F-HRTimeline
Destiny Wealth Partners, LLC134,912$8.56M1.4%+2,90113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.126,185$8.01M0.08%+1,46413F-HRTimelineGroup
Florin Court Capital LLP122,500$7.77M8.07%+52,00013F-HRTimeline
Sanctuary Advisors, LLC112,689$7.62M0.05%-1,20713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC117,857$7.48M0.11%-6,85313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC117,762$7.47M0.25%-5,89013F-HRTimeline
Hobart Private Capital, LLC116,137$7.37M1.83%+1,27013F-HRTimeline
Plotkin Financial Advisors, LLC114,920$7.29M4.33%-1,66313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/114,818$7.29M0.01%+80,92613F-HRTimelineGroup
Avestar Capital, LLC113,536$7.2M0.65%+1,68613F-HRTimeline
Obsidian Personal Planning Solutions LLC105,465$7.13M3.44%+3,99213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …110,504$7.01M0.1%+10,82913F-HRTimelineGroup
Mutual Advisors, LLC102,719$6.65M0.19%-6,51613F-HRTimeline
NewEdge Advisors, LLC104,199$6.61M0.04%-3,54413F-HRTimeline
U.S. Capital Wealth Advisors, LLC104,115$6.61M0.2%+8,93813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…102,403$6.5M0.61%+2,13313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC99,237$6.3M0.03%new13F-HRTimelineGroup
Creative Planningin group Creative Planning98,680$6.26M0.01%-1,46713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.96,375$6.12M0.04%-1,07713F-HRTimeline
NTV Asset Management LLC95,885$6.08M0.8%+30813F-HRTimeline
StoneCrest Wealth Management, Inc.95,766$6.08M3.97%+3,73813F-HRTimeline
Kingsview Wealth Management, LLC95,045$6.03M0.12%+57,94413F-HRTimeline
Mariner, LLCin group Mariner, LLC91,413$5.8M0.01%+11,31713F-HRTimelineGroup
EPG Wealth Management LLC90,995$5.77M1.52%-6,78613F-HRTimeline
SFI Advisors, LLC90,647$5.75M4.04%+1,13213F-HRTimeline
IAM Advisory, LLC87,045$5.52M1.4%-1,39513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,700$5.5M0.01%-10,31713F-HRTimelineGroup
Frisch Financial Group, Inc.86,428$5.48M1.66%-1,17113F-HRTimeline
CIBC WORLD MARKET INC.86,179$5.47M0.01%+6,50113F-HRTimeline
Jaffetilchin Investment Partners, LLC85,577$5.43M0.39%-4,80913F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…84,336$5.35M0.07%-52913F-HRTimelineGroup
Atria Wealth Solutions, Inc.83,170$5.28M0.06%+19,31413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…82,635$5.24M0.07%+19,56013F-HRTimelineGroup
Sigma Planning Corp81,629$5.18M0.16%+85913F-HRTimeline
Waverly Advisors, LLC79,205$5.03M0.08%+25113F-HRTimeline
J.W. COLE ADVISORS, INC.78,517$4.98M0.2%+4,29513F-HRTimeline
Concentrum Wealth Management76,408$4.85M1.71%+91413F-HRTimeline
Arkadios Wealth Advisors75,156$4.77M0.26%+10,06613F-HRTimeline
RFG Advisory, LLC74,623$4.73M0.13%+4,08113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC74,603$4.73M1.26%+33113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC73,371$4.66M1.98%-75713F-HRTimeline
Prospera Financial Services Inc73,118$4.64M0.11%+48813F-HRTimeline
Independent Advisor Alliance73,081$4.64M0.06%new13F-HRTimeline
Kiker Wealth Management, LLC72,497$4.6M3.73%13F-HRTimeline
Buska Wealth Management, LLC72,011$4.57M1.46%-7,02913F-HRTimeline
LFA - Lugano Financial Advisors SA71,425$4.53M2.96%-6,91413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM71,409$4.53M0.73%-6,65013F-HRTimelineGroup
Granite Investment Partners, LLC71,145$4.51M0.2%013F-HRTimeline
Strategic Blueprint, LLC68,943$4.37M0.26%+2,47013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding66,312$4.21M-10,873Timeline
PECAUT & CO.65,026$4.13M1.42%+3,93013F-HRTimeline
Prime Capital Investment Advisors, LLC64,793$4.11M0.06%+5913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding64,288$4.08M+2,312Timeline
COMERICA BANK63,783$4.05M0.02%+6,02013F-HR/ATimeline
Vivid Wealth Management, LLC63,724$4.04M2.05%-2,54513F-HRTimeline
Meridian Wealth Management, LLC63,351$4.02M0.19%+10,93113F-HRTimeline
Laurel Wealth Advisors LLC62,385$3.96M0.62%+58513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co61,132$3.88M0.89%-10013F-HRTimeline
Integrated Wealth Concepts LLC60,357$3.83M0.04%+1,82113F-HRTimeline
Dunhill Financial, LLC59,604$3.78M1.76%+8,05613F-HRTimeline
Arax Advisory Partners59,206$3.76M0.24%+42,92913F-HRTimeline
Good Life Advisors, LLC59,030$3.75M0.27%+9,55813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.58,853$3.73M2.67%-8313F-HRTimeline
WealthCare Investment Partners, LLC58,413$3.72M1.62%+2,03913F-HRTimeline
Cerro Pacific Wealth Advisors LLC61,774$3.66M1.21%+17,25613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.56,338$3.57M0.05%+25013F-HRTimelineGroup
Pacific Sun Financial Corp55,993$3.55M1.94%-39513F-HRTimeline
Steward Partners Investment Advisory, L…54,849$3.48M0.03%+11,13113F-HRTimeline
Grey Ledge Advisors, LLC50,751$3.22M0.83%+2,51413F-HRTimeline
FLOYD FINANCIAL GROUP LLC49,663$3.16M2.59%13F-HRTimeline
BLAIR WILLIAM & CO/IL49,020$3.11M0.01%+6,78813F-HRTimeline
Mainsail Financial Group, LLC48,811$3.1M1.79%+1,42113F-HRTimeline
WEDBUSH SECURITIES INC46,978$2.98M0.11%-2,45413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC46,896$2.98M0.07%+6,12113F-HRTimelineGroup
Accordant Advisory Group Inc46,204$2.93M2.83%+1,34213F-HRTimeline
Spectrum Wealth Advisory Group, LLC45,599$2.89M1.36%-6,47013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS45,549$2.89M<0.01%+26913F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …45,379$2.88M0.04%-4,80413F-HRTimelineGroup
SFMG, LLC44,621$2.83M0.22%-5,85213F-HRTimeline
Sandbox Financial Partners, LLC43,794$2.78M0.93%+313F-HRTimeline
WESPAC Advisors SoCal, LLC43,122$2.74M0.62%+10,23113F-HRTimeline
CORRADO ADVISORS, LLC42,912$2.72M1.77%+1,23313F-HRTimeline
Savoie Capital LLC42,829$2.72M0.32%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,543$2.7M<0.01%+17,70313F-HRTimelineGroup
O'Connor Financial Group LLC42,063$2.67M1.39%+2,49413F-HRTimeline
Advantage Trust Co42,058$2.67M1.57%-9,73513F-HRTimeline
Wealthfront Advisers LLC41,675$2.64M0.01%+5,05713F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41,657$2.64M0.19%+3,25413F-HRTimeline
HARBOUR INVESTMENTS, INC.41,597$2.64M0.08%+3,91113F-HRTimeline
Moors & Cabot, Inc.41,109$2.61M0.12%+1,40113F-HRTimeline
Garden State Investment Advisory Servic…41,013$2.6M0.8%+41013F-HRTimeline
Cresset Asset Management, LLC40,287$2.56M0.01%+8,45613F-HRTimeline
Abbot Financial Management, Inc.39,555$2.51M1.25%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC39,467$2.5M0.01%+3,05913F-HRTimelineGroup
Sherman Asset Management, Inc.38,706$2.46M2.25%13F-HRTimeline
Rathbones Group PLC38,583$2.45M0.01%-80213F-HRTimeline
Fiduciary Alliance LLC37,911$2.41M0.24%+35713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,323$2.37M<0.01%+15,86013F-HRTimelineGroup
First Heartland Consultants, Inc.36,916$2.34M0.24%-29813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA36,684$2.33M0.53%-4713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,483$2.31M0.06%+1,46213F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…36,254$2.3M0.34%+2,10013F-HRTimeline
Evelyn Partners Investment Management (…36,068$2.29M0.83%13F-HRTimeline
Rooted Wealth Advisors, Inc.34,908$2.23M0.87%+2,82413F-HRTimeline
SCOTIA CAPITAL INC.34,740$2.2M0.01%-1,24713F-HRTimeline
Gladstone Institutional Advisory LLC34,225$2.17M0.1%+1,45613F-HRTimeline
Great Diamond Partners, LLC33,491$2.13M0.55%+3413F-HRTimeline
Fulton Bank, N.A.32,885$2.09M0.08%-75013F-HRTimeline
IHT Wealth Management, LLC32,521$2.06M0.07%-6,04213F-HRTimeline
Crescent Grove Advisors, LLC32,485$2.06M0.2%-1,07413F-HRTimeline
SeaCrest Wealth Management, LLC32,122$2.04M0.21%-1,97713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding32,076$2.04M+1,983Timeline
Sage Capital Management, LLC31,830$2.02M1.02%-3,51013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…31,829$2.02M0.02%new13F-HRTimelineGroup
Cutter & CO Brokerage, Inc.31,559$2M0.49%+39013F-HRTimeline
Proactive Wealth Strategies LLC31,294$1.99M1.03%+1,49113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.30,610$1.94M0.01%013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC30,349$1.93M0.48%+25713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…29,897$1.9M0.38%+11,27013F-HRTimeline
Purus Wealth Management, LLC29,371$1.86M0.74%-36213F-HRTimeline
SYNOVUS FINANCIAL CORP27,910$1.77M0.02%+5,48213F-HRTimeline
PETERSON WEALTH MANAGEMENT27,502$1.74M1.04%+1,37313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,059$1.73M0.14%new13F-HRTimeline
Belpointe Asset Management LLC28,955$1.72M0.1%-1513F-HRTimeline
NEVILLE RODIE & SHAW INC26,730$1.7M0.12%+6,07513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC26,305$1.67M0.9%+2,10013F-HRTimeline
Parallel Advisors, LLC26,260$1.67M0.04%+1,15313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO25,437$1.61M0.38%-10013F-HRTimeline
Ironsides Asset Advisors, LLC25,240$1.6M0.46%+1,75413F-HRTimeline
Melone Private Wealth, LLC24,779$1.57M0.81%-49513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC24,500$1.55M0.1%013F-HRTimelineGroup
SMITH, MOORE & CO.24,180$1.53M0.14%+43013F-HRTimeline
Financial Advocates Investment Manageme…24,075$1.53M0.09%-60613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…23,999$1.52M0.03%+60513F-HRTimelineGroup
DHK Financial Advisors, Inc.23,971$1.52M0.92%+3113F-HRTimeline
Clear Creek Financial Management, LLC23,831$1.51M0.16%-1913F-HRTimeline
HBK Sorce Advisory LLC23,739$1.51M0.05%+1213F-HRTimeline
Merkkuri Wealth Advisors LLC23,726$1.51M1.19%-1,33913F-HRTimeline
Edge Capital Group, LLC23,550$1.49M0.08%+5,38813F-HRTimeline
Stegent Equity Advisors, Inc.23,412$1.49M1.51%+3,25913F-HRTimeline
OneDigital Investment Advisors LLC23,387$1.48M0.02%-25213F-HRTimeline
Institute for Wealth Management, LLC.23,340$1.48M0.19%+25713F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC22,535$1.43M0.77%+1,66713F-HRTimeline
Forefront Wealth Partners, LLC22,387$1.42M1.06%13F-HRTimeline
O'ROURKE & COMPANY, Inc22,067$1.4M0.69%+45813F-HRTimeline
Anson Capital, Inc.22,005$1.4M1.22%-46213F-HRTimeline
AE Wealth Management LLC21,637$1.37M0.01%+1,90613F-HRTimeline
Snowden Capital Advisors LLC21,494$1.36M0.04%+2,16513F-HRTimeline
Sovran Advisors, LLC21,266$1.35M0.19%13F-HRTimeline
Main Street Financial Solutions, LLC21,280$1.35M0.13%-11,73013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,031$1.33M<0.01%+43713F-HRTimelineGroup
Private Portfolio Partners LLC20,904$1.33M0.24%+35713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC20,181$1.28M0.05%-63613F-HR/ATimeline
FMR LLCin group FMR LLC20,151$1.28M<0.01%+52313F-HRTimelineGroup