CAAA institutional holders
FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2
| Managers holding | 21 |
|---|---|
| Shares held | 1,581,520 |
| Reported value | $32.1m |
| Quarter flows | 1 new, 11 added, 5 trimmed, 1 exited |
Top 21 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| STAR Financial Bank | 626,482 | $12.7m | 5.2% |
| Prospera Financial Services Inc | 295,916 | $6.0m | 0.1% |
| Platform Technology Partners | 169,633 | $3.4m | 0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 137,011 | $2.8m | 0.0% |
| Farther Finance Advisors, LLC | 77,040 | $1.6m | 0.0% |
| FIRST TRUST ADVISORS LP | 67,790 | $1.4m | 0.0% |
| Kestra Advisory Services, LLC | 54,601 | $1.1m | 0.0% |
| INSPIRION WEALTH ADVISORS, LLC | 29,959 | $608,617 | 0.1% |
| Fearless Solutions, LLC dba Best Invest | 29,212 | $593,302 | 0.3% |
| Belpointe Asset Management LLC | 24,765 | $502,988 | 0.0% |
| JANE STREET GROUP, LLC | 14,884 | $302,297 | 0.0% |
| GOLDMAN SACHS GROUP INC | 13,289 | $269,902 | 0.0% |
| United Advisor Group, LLC | 12,480 | $253,480 | 0.0% |
| Ashton Thomas Private Wealth, LLC | 11,042 | $224,265 | 0.0% |
| OSAIC HOLDINGS, INC. | 6,122 | $124,395 | 0.0% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,750 | $76,181 | 0.0% |
| Financial Network Wealth Advisors LLC | 3,312 | $67,267 | 0.1% |
| Geneos Wealth Management Inc. | 3,000 | $60,930 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 968 | $19,660 | 0.0% |
| UBS Group AG | 215 | $4,367 | 0.0% |
| Rossby Financial, LCC | 49 | $995 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CAAA"). CAAA price history · All 13F data