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Disclosery

QCLN FIRST TR EXCHANGE-TRADED FD

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NAS CLNEDG GREEN (fund)

154 managers (158 13F filers) reported a position in QCLN shares at 2025-12-31, 3,212,095 shares in all. 24 filers opened a position and 19 filers sold out during the quarter.

Managers
154
13F filers
158
New
24
Added
37
Reduced
55
Sold out
19
Shares held by filers
3,212,095

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY501,345$22.4M<0.01%-58,74913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN292,986$13.1M<0.01%+85,90213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding270,300$12.1M+156,333Timeline
LPL Financial LLC250,739$11.2M<0.01%+54,28613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA179,386$8M<0.01%+64,16513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP155,500$6.93M0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/123,994$5.53M<0.01%-10,26613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.90,880$4.05M0.01%+84913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …90,738$4.05M0.06%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP82,961$3.7M<0.01%-3,26213F-HRTimelineGroup
Wealthspire Advisors, LLC75,681$3.37M0.03%-3,36313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,289$3.13M<0.01%-15,37013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,121$2.46M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,939$2.41M<0.01%+15,53613F-HRTimelineGroup
Cambridge Investment Research Advisors,…50,821$2.27M0.01%-15,53313F-HRTimeline
Cetera Investment Advisers46,722$2.08M<0.01%+4,86913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,610$1.99M<0.01%-3,21513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,620$1.63M<0.01%+7,65913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,719$1.59M<0.01%+2,47913F-HRTimelineGroup
Evelyn Partners Investment Management (…35,109$1.57M0.51%+80013F-HRTimeline
Wealthfront Advisers LLC34,388$1.53M<0.01%-75313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,377$1.35M<0.01%-6,27113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,039$1.29M<0.01%+5,93013F-HRTimelineGroup
HighTower Advisors, LLC23,582$1.05M<0.01%-83513F-HRTimeline
NewEdge Advisors, LLC23,489$1.05M<0.01%-63413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.21,858$975K<0.01%-1,60013F-HRTimelineGroup
Private Advisory Group LLC20,979$936K0.07%new13F-HRTimeline
Walkner Condon Financial Advisors LLC20,058$894K0.12%+1,43913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,898$887K<0.01%-4513F-HR/ATimelineGroup
NWAM LLC18,964$846K0.05%-33713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,274$815K<0.01%-22,73413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,200$812K<0.01%+12,30913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding17,717$790K+16,814Timeline
Colorado Capital Management, Inc.17,564$783K0.29%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,498$646K<0.01%-44613F-HRTimelineGroup
Janney Montgomery Scott LLC13,016$580K<0.01%+22013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,692$566K<0.01%-28,23413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,043$532K<0.01%+1,47913F-HRTimeline
CWM, LLCin group CWM, LLC11,169$498K<0.01%-29113F-HRTimelineGroup
Onyx Bridge Wealth Group LLC10,382$463K0.05%-72413F-HRTimeline
BETO FINANCIAL GROUP, LLC9,117$451K0.3%13F-HRTimeline
PFG Investments, LLC10,042$448K0.02%-21813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,118$407K<0.01%-2,32813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth9,061$404K<0.01%+2,02613F-HRTimelineGroup
Creative Planningin group Creative Planning9,003$401K<0.01%-15113F-HRTimelineGroup
Prosperity Consulting Group, LLC8,470$378K0.02%-10113F-HRTimeline
Steward Partners Investment Advisory, L…8,110$362K<0.01%-2,42613F-HRTimeline
NATURAL INVESTMENTS, LLC8,039$358K0.09%new13F-HRTimeline
Legacy Edge Advisors, LLC7,796$348K0.04%-30213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,562$337K0.01%-1,30213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,188$321K<0.01%013F-HRTimelineGroup
PARK NATIONAL CORP /OH/7,008$313K0.01%+4013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,843$305K<0.01%-1,23913F-HRTimelineGroup
WEDBUSH SECURITIES INC6,548$292K0.01%+2313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,538$292K<0.01%+60413F-HRTimelineGroup
Financial Partners Group, Inc5,665$279K0.03%013F-HRTimeline
PFG Advisors6,162$275K0.01%-1,04313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC5,990$267K0.08%-10013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,833$260K<0.01%-13013F-HRTimelineGroup
CAMDEN NATIONAL BANK5,788$258K0.04%new13F-HRTimeline
Leo Wealth, LLC5,681$253K0.02%+6213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…5,641$252K<0.01%-21813F-HRTimelineGroup
Sanctuary Advisors, LLC5,626$251K<0.01%-40013F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding5,147$230K-491Timeline
Arbor Investment Advisors, LLC5,109$228K0.03%+313F-HRTimeline
Mariner, LLCin group Mariner, LLC5,107$228K<0.01%new13F-HRTimelineGroup
SVB WEALTH LLC5,104$228K0.01%-3513F-HRTimeline
United Asset Strategies, Inc.5,079$226K0.02%-21213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,050$225K<0.01%+10013F-HRTimelineGroup
CX Institutional4,904$219K0.01%-7313F-HRTimeline
MAI Capital Management4,859$217K<0.01%-3013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,667$208K0.07%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,064$181K<0.01%-68913F-HR/ATimelineGroup
Silver Grove Financial Group, Inc.4,019$179K0.16%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,885$173K<0.01%-50,11213F-HRTimelineGroup
SBI Securities Co., Ltd.3,719$166K<0.01%-1913F-HRTimeline
COMERICA BANK3,601$161K<0.01%+17913F-HRTimeline
Farther Finance Advisors, LLC3,117$139K<0.01%+97213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,019$135K<0.01%-17213F-HRTimelineGroup
FMR LLCin group FMR LLC2,742$122K<0.01%-6613F-HRTimelineGroup
LANARK FINANCIAL, INC.2,124$94.7K0.01%+5613F-HRTimeline
AE Wealth Management LLC2,045$91.2K<0.01%+29013F-HRTimeline
BLAIR WILLIAM & CO/IL1,931$86.1K<0.01%-4513F-HRTimeline
Rossby Financial, LCC1,888$84.2K0.03%+15113F-HRTimeline
MOTCO1,809$80.7K0.01%-6513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,761$79K<0.01%+19213F-HR/ATimelineGroup
First PREMIER Bank1,674$75K0.02%-3,47613F-HRTimeline
Elevated Capital Advisors, LLC1,682$75K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,630$72.7K<0.01%013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp1,364$64.9K0.09%-1,13613F-HR/ATimeline
Global Retirement Partners, LLC1,344$59.9K<0.01%+1113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,311$58.5K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,282$57.2K<0.01%new13F-HRTimeline
Tidemark, LLC1,204$53.7K0.02%-11913F-HRTimeline
TD Waterhouse Canada Inc.1,108$49.4K<0.01%013F-HRTimeline
NFSG Corp1,000$44.6K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC962$42.9K0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC901$40.2K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO882$39.3K0.01%-14813F-HRTimeline
Medallion Wealth Advisors, LLC763$34K0.01%013F-HRTimeline
Allworth Financial LP752$33.5K<0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\692$30.9K<0.01%-3013F-HRTimelineGroup
CDKV HOLDINGS LLC675$30.1K0.03%13F-HRTimeline
PRIVATE TRUST CO NA644$28.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC605$27K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…604$26.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC561$25K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp560$25K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services525$22K0.01%013F-HRTimeline
IAG Wealth Partners, LLC420$18.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…378$16.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.369$16.5K0.01%-36913F-HRTimeline
CITY HOLDING CO365$16.3K<0.01%-9013F-HRTimeline
IFP Advisors, Inc358$16K<0.01%-10013F-HRTimeline
Topsail Wealth Management, LLC344$15.3K<0.01%new13F-HRTimeline
Ransom Advisory, Ltd300$13.4K0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC295$13.2K0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC272$12.6K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC243$12K<0.01%+19313F-HRTimeline
Blume Capital Management, Inc.250$11.1K<0.01%013F-HRTimeline
SageView Advisory Group, LLC233$10.4K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC220$9.81K0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…217$9.68K<0.01%-3013F-HRTimelineGroup
BARRETT & COMPANY, INC.200$8.92K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$8.92K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.200$8.92K<0.01%new13F-HRTimelineGroup
Godfrey Financial Associates, Inc.192$8.58K0.01%13F-HRTimeline
SIMPLEX TRADING, LLC188$8.38K<0.01%new13F-HRTimeline
Arax Advisory Partners182$8.12K<0.01%new13F-HRTimeline
Financial Perspectives, Inc154$6.85K<0.01%+113F-HRTimeline
Copia Wealth Management146$6.51K<0.01%013F-HRTimeline
Westfuller Advisors, LLC142$6.33K<0.01%013F-HRTimeline
TSFG, LLC107$5K<0.01%+113F-HRTimeline
SYNTAX RESEARCH, INC.100$4.46K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100$4.46K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC95$4.24K<0.01%013F-HRTimeline
Westside Investment Management, Inc.84$3.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…76$3.39K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC75$3.35K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL74$3.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.65$2.9K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.61$2.72K<0.01%new13F-HRTimeline
Eukles Asset Management55$2.45K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54$2.4K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC51$2.27K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC50$2.23K<0.01%013F-HRTimeline
Winch Advisory Services, LLC47$2.09K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.45$1.56K<0.01%+313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35$1.56K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC31$1.38K<0.01%013F-HRTimeline
JNBA Financial Advisors27$1.2K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc23$1.03K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC13$580<0.01%-20113F-HRTimeline
Dunhill Financial, LLC8$357<0.01%013F-HRTimeline