Skip to content
Disclosery

NXTG FIRST TR EXCHANGE-TRADED FD

Follow

INDXX NEXTG ETF (fund)

145 managers (147 13F filers) reported a position in NXTG shares at 2026-06-30, 1,815,140 shares in all. 22 filers opened a position and 12 filers sold out during the quarter.

Managers
145
13F filers
147
New
22
Added
32
Reduced
57
Sold out
12
Shares held by filers
1,815,140

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC222,381$34.1M0.01%+12,18213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY217,390$33.3M<0.01%+3,94113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding132,516$20.3M-5,420Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC125,753$19.3M0.01%+34,41713F-HRTimelineGroup
Cetera Investment Advisers77,652$11.9M0.01%-83413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,807$11.2M<0.01%-7,03513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN68,305$10.5M<0.01%+7,03913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding65,607$10.1M-909Timeline
Janney Montgomery Scott LLC62,397$9.57M0.02%-4,32113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,631$8.68M<0.01%-2,02313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,849$4.88M<0.01%-31813F-HRTimelineGroup
Private Advisor Group, LLC31,736$4.87M0.02%+10,63813F-HRTimeline
FLOW TRADERS U.S. LLC29,336$4.5M0.18%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,175$4.32M<0.01%+9,91513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,649$3.48M0.03%-3,03213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,506$3.45M<0.01%+4,47013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,941$3.36M<0.01%-1,05013F-HRTimeline
Sigma Planning Corp20,968$3.22M0.08%+9,42213F-HRTimeline
NewEdge Advisors, LLC19,731$3.03M0.01%-17613F-HRTimeline
First PREMIER Bank19,541$3M0.48%013F-HRTimeline
Perigon Wealth Management, LLC19,503$2.99M0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,614$2.85M0.05%-62513F-HRTimeline
Cambridge Investment Research Advisors,…17,758$2.72M0.01%+24213F-HR/ATimeline
WealthCare Investment Partners, LLC16,606$2.55M0.62%-19413F-HRTimeline
Pacific Sun Financial Corp16,246$2.49M1.03%-84513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,535$2.23M<0.01%-18,95113F-HRTimelineGroup
NewEdge Wealth, LLC14,189$2.18M0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,304$2.04M<0.01%-1,61713F-HRTimelineGroup
Proactive Wealth Strategies LLC12,895$1.98M0.32%+43713F-HRTimeline
Sanctuary Advisors, LLC10,745$1.65M0.01%+50613F-HRTimeline
HighPoint Advisor Group LLC9,701$1.49M0.05%-4713F-HRTimeline
D.A. DAVIDSON & CO.9,650$1.48M0.01%-37513F-HRTimeline
Belpointe Asset Management LLC9,553$1.47M0.05%-7013F-HRTimeline
Modern Wealth Management, LLC8,823$1.35M0.02%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,468$1.3M<0.01%+1413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,801$1.2M0.02%-20813F-HRTimeline
Prospera Financial Services Inc7,695$1.18M0.02%-30213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,644$1.17M0.02%-17013F-HRTimeline
Forefront Wealth Partners, LLC7,465$1.14M0.35%-3,09213F-HRTimeline
Stonebridge Financial Planning Group, L…7,275$1.12M0.36%+113F-HRTimeline
Private Advisory Group LLC7,183$1.1M0.06%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,078$1.09M0.01%-12213F-HRTimelineGroup
OpenArc Corporate Advisory, LLC6,737$1.03M0.01%+10713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,732$1.03M0.01%+313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,832$1.02M0.06%+113F-HRTimeline
1776 Wealth LLC6,514$999K0.35%013F-HRTimeline
Stelac Advisory Services LLC6,389$980K0.18%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,953$913K<0.01%-1,35213F-HRTimelineGroup
Warner Group LLC5,430$833K0.21%+2,54013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,359$822K+2,672Timeline
Advyzon Investment Management, LLC5,052$775K0.06%-76413F-HRTimeline
Capital Investment Advisory Services, L…5,018$769K0.05%013F-HRTimeline
Cornerstone Wealth Management, LLC4,917$754K0.03%-1213F-HRTimeline
Aptus Capital Advisors, LLC4,761$730K0.01%+53113F-HRTimeline
Steward Partners Investment Advisory, L…4,726$725K<0.01%-12513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,720$724K<0.01%-25213F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC4,470$685K0.44%-15013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,408$676K<0.01%-19013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,347$667K<0.01%-43013F-HRTimelineGroup
AE Wealth Management LLC4,266$654K<0.01%-32713F-HRTimeline
Moors & Cabot, Inc.4,234$649K0.03%-78413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,230$649K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.4,226$648K0.04%-14813F-HRTimeline
Marks Group Wealth Management, Inc4,000$613K0.05%013F-HRTimeline
Z3 Capital Partners, LLC3,989$612K0.13%-33913F-HRTimeline
Stirlingshire Investments, Inc.3,451$529K0.39%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,408$523K<0.01%-3,22213F-HR/ATimeline
Mariner, LLCin group Mariner, LLC3,401$522K<0.01%-22,97013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,359$515K<0.01%-31713F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC3,227$495K0.23%013F-HRTimeline
Atria Investments, Inc3,207$492K<0.01%-3,26013F-HRTimeline
Financial & Tax Architects, LLC2,909$446K0.09%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,640$401K<0.01%+1,47013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.2,530$388K<0.01%-18013F-HRTimelineGroup
MGO ONE SEVEN LLC2,401$368K0.01%-12913F-HRTimeline
Ashton Thomas Private Wealth, LLC2,322$356K0.01%-23913F-HRTimeline
CoreCap Advisors, LLC2,180$334K0.01%-5013F-HRTimeline
Kraft, Davis & Associates, LLC2,174$323K0.07%+1513F-HRTimeline
MONECO ADVISORS, LLC2,100$322K0.02%013F-HRTimeline
Prasad Wealth Partners, LLC2,016$309K0.07%+813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,998$306K<0.01%-3713F-HRTimelineGroup
&PARTNERS1,911$293K<0.01%+613F-HRTimeline
SIMPLEX TRADING, LLC1,894$290K0.01%+1,72913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,873$287K0.01%+413F-HRTimeline
Vestmark Advisory Solutions, Inc.1,873$287K<0.01%+513F-HRTimeline
HRT FINANCIAL LP1,847$283K<0.01%new13F-HRTimeline
CHOREO, LLC1,832$281K<0.01%013F-HRTimeline
October Effect Ltd1,800$276K0.26%013F-HRTimeline
PCG Wealth Advisors, LLC1,787$274K0.06%013F-HRTimeline
Prepared Retirement Institute LLC1,756$269K0.11%new13F-HRTimeline
Kovack Advisors, Inc.1,764$266K0.01%new13F-HRTimeline
HighTower Advisors, LLC1,707$262K<0.01%new13F-HRTimeline
HBK Sorce Advisory LLC1,737$260K0.01%-1513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,660$255K0.01%new13F-HRTimeline
Arkadios Wealth Advisors1,605$246K<0.01%-32113F-HRTimeline
Gateway Wealth Partners, LLC1,567$240K0.01%-1,74313F-HRTimeline
Sequoia Financial Advisors, LLC1,556$239K<0.01%new13F-HRTimeline
Merit Financial Group, LLC1,554$238K<0.01%new13F-HR/ATimeline
WINEBRENNER CAPITAL MANAGEMENT LLC1,477$227K0.14%new13F-HRTimeline
RFG Advisory, LLC1,440$221K<0.01%new13F-HRTimeline
Western Wealth Management, LLC1,375$211K0.01%new13F-HRTimeline
IFG Advisory, LLC1,363$209K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC1,355$208K<0.01%-60313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,329$204K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,300$199K<0.01%-6013F-HRTimelineGroup
SIGNATUREFD, LLC1,241$190K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,065$163K<0.01%+62113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…953$146K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc740$113K<0.01%-113F-HRTimeline
Integrated Wealth Concepts LLC704$108K<0.01%new13F-HRTimeline
Highland Investment Advisors LLC699$107K0.05%13F-HRTimeline
Global Retirement Partners, LLC652$99.9K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.651$99.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC610$93.5K<0.01%+17613F-HRTimeline
Arax Advisory Partners495$75.9K<0.01%013F-HRTimeline
BFSG, LLC457$70.1K0.01%013F-HRTimeline
CENTRAL TRUST Co410$62.9K<0.01%013F-HRTimeline
Rossby Financial, LCC400$61.3K0.01%013F-HRTimeline
GAMMA Investing LLC285$43.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\270$41.4K<0.01%new13F-HRTimelineGroup
New England Capital Financial Advisors …264$40.5K0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV256$39.3K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…236$36.2K<0.01%-1213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC222$34K<0.01%-4413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC217$33.3K<0.01%+15613F-HRTimelineGroup
Downshift Financial, LLC200$30.7K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT185$28.3K<0.01%+113F-HRTimeline
Larson Financial Group LLC173$26.5K<0.01%-2613F-HRTimeline
Golden State Wealth Management, LLC138$21.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100$15.3K<0.01%-7813F-HRTimelineGroup
Allworth Financial LP98$15.1K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK98$15K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC93$14K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd77$11.8K<0.01%-5513F-HRTimeline
Nova Wealth Management, Inc.77$11.8K0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC76$11.7K<0.01%013F-HRTimeline
Bank & Trust Co67$10.3K0.01%013F-HRTimeline
Security National Bank65$9.97K<0.01%-7313F-HRTimeline
Asset Dedication, LLC60$9.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60$9.2K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/58$8.86K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co40$6.13K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC33$5.18K<0.01%-2913F-HRTimeline
Richard W. Paul & Associates, LLC16$2.45K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2$307<0.01%013F-HRTimeline