NTRL institutional holders

FIRST TR EXCH TRADED FD III · 13F, 2026Q2

Managers holding30
Shares held653,861
Reported value$13.5m
Quarter flows4 new, 6 added, 9 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cambridge Investment Research Advisors, Inc.139,046$2.9m0.0%
LPL Financial LLC127,310$2.6m0.0%
FAS Wealth Partners, Inc.74,598$1.5m0.1%
Frederick Financial Consultants, LLC58,719$1.2m0.5%
Clear Harbor Asset Management, LLC41,264$851,6560.1%
AE Wealth Management LLC40,326$832,2960.0%
Stratos Wealth Advisors, LLC38,909$803,0590.0%
Owen LaRue, LLC33,078$682,7130.2%
WORLD EQUITY GROUP, INC.16,375$337,9700.1%
ASSETMARK, INC16,167$333,6740.0%
WEDBUSH SECURITIES INC14,647$302,0000.0%
Cetera Investment Advisers10,296$212,5000.0%
ROYAL BANK OF CANADA10,218$211,0000.0%
ENVESTNET ASSET MANAGEMENT INC10,206$210,6400.0%
OSAIC HOLDINGS, INC.6,555$135,2840.0%
Cassaday & Co Wealth Management LLC3,777$77,9550.0%
HARBOUR INVESTMENTS, INC.2,996$61,8350.0%
PRIVATE TRUST CO NA2,449$50,5450.0%
HIGHLINE WEALTH PARTNERS LLC2,129$43,9440.0%
Ascentis Independent Advisors1,234$25,4680.1%
UBS Group AG1,130$23,3220.0%
Integrated Wealth Concepts LLC881$18,1820.0%
Arax Advisory Partners470$9,7010.0%
CALDWELL SUTTER CAPITAL, INC.440$9,0810.0%
MCGUIRE CAPITAL ADVISORS INC192$3,9630.0%

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

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