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RBLD FIRST TR EXCHANGE-TRADED FD

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ALERIAN US NXTGN (fund)

26 managers (26 13F filers) reported a position in RBLD shares at 2026-06-30, 297,711 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
26
13F filers
26
New
5
Added
8
Reduced
5
Sold out
5
Shares held by filers
297,711

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
Cooper Capital Advisors LLC154,945$13.9M6.05%new13F-HRTimeline
Performance Wealth Partners, LLC38,113$3.43M0.09%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,129$2.8M<0.01%+28,08813F-HRTimelineGroup
LPL Financial LLC25,043$2.25M<0.01%+2,60213F-HRTimeline
Sanctuary Advisors, LLC8,052$725K<0.01%+1,79413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,715$514K<0.01%-15,75113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,319$389K<0.01%-52913F-HRTimelineGroup
Sterling Investment Advisors, Ltd.3,695$333K0.06%+10013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC3,500$315K<0.01%+613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,347$296K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,209$289K<0.01%-4713F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,053$275K<0.01%+23213F-HR/ATimeline
Optivise Advisory Services LLC2,783$250K0.13%-3413F-HRTimeline
Dynamic Advisor Solutions LLC2,760$248K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,307$208K<0.01%-4,58313F-HRTimelineGroup
Keystone Financial Group, Inc.1,804$162K0.09%+313F-HRTimeline
Institute for Wealth Management, LLC.855$77K0.01%new13F-HRTimeline
NewEdge Advisors, LLC800$72K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.716$64.5K<0.01%+28613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/600$53.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.380$34.2K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC260$23.4K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.175$15.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV91$8.21K<0.01%013F-HRTimeline
Global Retirement Partners, LLC60$5.4K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$23<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.