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Disclosery

QCLN FIRST TR EXCHANGE-TRADED FD

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NAS CLNEDG GREEN (fund)

144 managers (147 13F filers) reported a position in QCLN shares at 2025-06-30, 2,569,985 shares in all. 11 filers opened a position and 19 filers sold out during the quarter.

Managers
144
13F filers
147
New
11
Added
22
Reduced
68
Sold out
19
Shares held by filers
2,569,985

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY323,740$10.6M<0.01%-11,89513F-HRTimelineGroup
LPL Financial LLC188,386$6.16M<0.01%-27,74113F-HRTimeline
UBS Group AGin group UBS Group AG165,790$5.42M<0.01%+17,97913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/153,367$5.01M<0.01%-4,48713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC104,096$3.4M<0.01%+60,03313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN98,154$3.21M<0.01%-12,25013F-HRTimelineGroup
Wealthspire Advisors, LLC95,966$3.14M0.02%-16,03313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,092$3.08M<0.01%-35,33613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP92,787$3.04M<0.01%-88,26513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.91,872$3M0.01%-34,96613F-HRTimelineGroup
Money Design Co.,Ltd.77,420$2.53M0.12%-10,13113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,004$1.93M<0.01%-4,90313F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS53,997$1.77M<0.01%-1,65513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,244$1.64M<0.01%-16,59413F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.38,714$1.27M<0.01%-15,30013F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,359$1.25M<0.01%-14,80113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,825$1.24M<0.01%-4,03013F-HR/ATimelineGroup
Cetera Investment Advisers37,781$1.24M<0.01%-4,24813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,747$1.2M<0.01%-2,13913F-HRTimelineGroup
Wealthfront Advisers LLC35,402$1.16M<0.01%+18,35913F-HRTimeline
Evelyn Partners Investment Management (…35,179$1.15M0.41%013F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,888$1.06M<0.01%-2,72713F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding25,353$829K-12,978Timeline
HighTower Advisors, LLC25,171$823K<0.01%-4,53013F-HRTimeline
GTS SECURITIES LLC25,046$819K0.04%-2,82513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,035$720K<0.01%+1,79313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,848$682K<0.01%+42313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,814$679K<0.01%+2,77413F-HRTimelineGroup
Walkner Condon Financial Advisors LLC20,599$673K0.12%+29113F-HRTimeline
NewEdge Advisors, LLC19,861$649K<0.01%+1,42713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,241$629K<0.01%-25,48413F-HRTimelineGroup
Colorado Capital Management, Inc.19,158$626K0.27%-1,36613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,928$619K<0.01%-58,75113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,766$581K<0.01%-23,54413F-HRTimelineGroup
NWAM LLC17,555$574K0.03%new13F-HR/ATimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD17,528$573K0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC13,862$453K0.02%-8,58713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,698$415K<0.01%-23,71813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,688$415K<0.01%-1,65713F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,310$402K<0.01%+99913F-HRTimeline
Onyx Bridge Wealth Group LLC12,081$395K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC11,609$380K<0.01%+15013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,844$354K0.01%-7313F-HRTimeline
PFG Investments, LLC10,436$341K0.02%-9,58813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,824$340K<0.01%+27713F-HRTimeline
MML INVESTORS SERVICES, LLC10,049$329K<0.01%-51813F-HRTimeline
Pine Valley Investments Ltd Liability Co8,916$291K0.02%-30013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,881$290K0.01%-31,51713F-HRTimelineGroup
Prosperity Consulting Group, LLC8,788$287K0.02%-45813F-HRTimeline
NATURAL INVESTMENTS, LLC8,436$275K0.07%-14713F-HRTimeline
APPLETON PARTNERS INC/MA8,365$273K0.02%-10013F-HRTimeline
Creative Planningin group Creative Planning8,273$270K<0.01%-1,11913F-HRTimelineGroup
Janney Montgomery Scott LLC8,104$265K<0.01%-81113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,082$264K<0.01%-88413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,942$260K<0.01%-90713F-HRTimelineGroup
Legacy Edge Advisors, LLC7,718$252K0.03%new13F-HRTimeline
PARK NATIONAL CORP /OH/7,692$251K0.01%-6,79813F-HRTimeline
PFG Advisors7,643$250K0.01%+38413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,249$237K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,188$235K<0.01%013F-HRTimelineGroup
Bigelow Investment Advisors, LLC7,042$230K0.1%-7,14713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,035$230K<0.01%-1,01013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…6,284$205K<0.01%+1,65113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,963$195K<0.01%013F-HRTimelineGroup
CX Institutional5,926$194K0.01%-46,51113F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,784$189K<0.01%-2,56413F-HRTimelineGroup
First PREMIER Bank5,425$177K0.04%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding5,340$175K+507Timeline
FRANKLIN RESOURCES INCin group Franklin Resources4,950$162K<0.01%013F-HRTimelineGroup
MAI Capital Management4,870$159K<0.01%+7613F-HRTimeline
SBI Securities Co., Ltd.3,871$127K<0.01%-21913F-HRTimeline
COMERICA BANK3,518$115K<0.01%+15113F-HRTimeline
LANARK FINANCIAL, INC.2,915$95K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,775$90.7K<0.01%-77913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,262$74K<0.01%-4313F-HRTimelineGroup
Farther Finance Advisors, LLC2,084$68.1K<0.01%+1,25013F-HRTimeline
MOTCO1,874$66.1K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,976$64.6K<0.01%-62313F-HRTimeline
Rossby Financial, LCC1,792$58.6K0.02%+113F-HRTimeline
Arax Advisory Partners1,752$57.3K<0.01%-27513F-HRTimeline
AE Wealth Management LLC1,644$53.7K<0.01%-92913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,629$53.3K<0.01%-5613F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC1,398$50.5K0.02%new13F-HRTimeline
Tidemark, LLC1,323$43.3K0.01%+5213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,311$42.9K0.01%013F-HRTimeline
Larson Financial Group LLC1,228$40.2K<0.01%-12513F-HRTimeline
TD Waterhouse Canada Inc.1,204$39.4K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO1,030$33.7K0.01%-6113F-HRTimeline
NFSG Corp1,000$32.7K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC960$31.4K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC901$29.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\839$27.4K<0.01%+14713F-HRTimelineGroup
Global Retirement Partners, LLC820$26.8K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC763$24.9K0.01%013F-HRTimeline
Allworth Financial LP751$24.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/752$24.5K<0.01%new13F-HR/ATimelineGroup
Geneos Wealth Management Inc.665$21.7K<0.01%-1,80313F-HRTimeline
CITY HOLDING CO665$21.7K<0.01%-64513F-HRTimeline
Garde Capital, Inc.620$20.3K<0.01%new13F-HRTimeline
Parallel Advisors, LLC605$19.8K<0.01%013F-HRTimeline
Pacific Center for Financial Services525$17.2K<0.01%013F-HRTimeline
North Capital, Inc.485$15.9K0.01%013F-HRTimeline
IFP Advisors, Inc459$15K<0.01%-15013F-HRTimeline
IAG Wealth Partners, LLC420$13.7K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp410$13.4K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…378$12.4K<0.01%-29913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/368$12K<0.01%-77713F-HRTimelineGroup
Blume Capital Management, Inc.250$8.17K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC247$8.08K<0.01%-26813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…217$7.09K<0.01%-20713F-HRTimelineGroup
BARRETT & COMPANY, INC.200$6.54K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$6.54K<0.01%013F-HRTimeline
Financial Perspectives, Inc153$5.01K<0.01%-10113F-HRTimeline
Choate Investment Advisors150$4.9K<0.01%new13F-HRTimeline
Copia Wealth Management146$4.77K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd122$3.99K<0.01%new13F-HRTimeline
SYNTAX RESEARCH, INC.100$3.27K<0.01%013F-HRTimeline
CoreCap Advisors, LLC95$3.11K<0.01%-5013F-HRTimeline
TSFG, LLC106$3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.84$2.75K<0.01%-50013F-HRTimeline
Prestige Wealth Management Group LLC75$2.45K<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL74$2.42K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.71$2.32K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC89$2K<0.01%+3113F-HRTimeline
Eukles Asset Management55$1.8K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$1.76K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC51$1.67K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…50$1.64K<0.01%013F-HRTimeline
Sound Income Strategies, LLC50$1.64K<0.01%-1013F-HRTimeline
Fourth Dimension Wealth, LLC50$1.64K<0.01%013F-HRTimeline
Winch Advisory Services, LLC47$1.53K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35$1.14K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.35$1.14K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT33$1.09K<0.01%013F-HRTimeline
SIGNATUREFD, LLC31$1.01K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…28$915<0.01%013F-HRTimeline
JNBA Financial Advisors27$883<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC27$883<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc25$817<0.01%013F-HRTimeline
Founders Financial Alliance, LLC13$425<0.01%-20313F-HRTimeline
Dunhill Financial, LLC8$261<0.01%-12813F-HRTimeline
Transce3nd, LLC4$131<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.1$33<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.