EWM institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding142
Shares held30,215,821
Reported value$845.3m
Quarter flows29 new, 60 added, 31 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC4,630,172$129.3m0.0%
Forge Financial Services LLC4,256,825$118.9m10.2%
RAYMOND JAMES FINANCIAL INC3,878,407$108.3m0.0%
OSAIC HOLDINGS, INC.1,553,382$43.4m0.1%
ENVESTNET ASSET MANAGEMENT INC1,361,973$38.0m0.0%
Coppell Advisory Solutions LLC1,277,163$37.0m3.6%
Cetera Investment Advisers1,111,417$31.0m0.0%
Kestra Advisory Services, LLC1,086,392$30.3m0.1%
Jacobi Capital Management LLC943,844$26.4m1.3%
COMMONWEALTH EQUITY SERVICES, LLC905,535$25.3m0.0%
TRUIST FINANCIAL CORP856,887$23.9m0.0%
Rise Advisors, LLC706,069$19.7m5.5%
KESTRA PRIVATE WEALTH SERVICES, LLC660,799$18.5m0.2%
Geneos Wealth Management Inc.485,389$13.6m0.3%
CreativeOne Wealth, LLC431,458$12.1m0.3%
ARQ WEALTH ADVISORS, LLC425,045$11.9m1.5%
Kingsview Wealth Management, LLC238,562$6.7m0.1%
Cambridge Investment Research Advisors, Inc.225,909$6.3m0.0%
HARBOUR INVESTMENTS, INC.212,660$5.9m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC207,503$5.8m0.0%
Integrated Wealth Concepts LLC197,288$5.5m0.0%
BOS Asset Management, LLC189,273$5.3m1.2%
Richmond Investment Services, LLC170,429$4.8m1.5%
AdvisorNet Financial, Inc165,122$4.6m0.2%
MML INVESTORS SERVICES, LLC160,860$4.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EWM"). EWM price history · All 13F data

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