EIPI institutional holders

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

Managers holding166
Shares held18,163,716
Reported value$396.9m
Quarter flows29 new, 58 added, 51 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY2,766,909$60.4m0.0%
Arvest Bank Trust Division1,760,193$38.4m1.9%
LPL Financial LLC1,284,660$28.1m0.0%
Coastal Bridge Advisors, LLC1,023,734$22.4m1.4%
ROYAL BANK OF CANADA917,037$20.0m0.0%
UBS Group AG886,810$19.4m0.0%
Modern Wealth Management, LLC809,233$17.7m0.2%
Wealthspire Advisors, LLC727,590$15.9m0.1%
RAYMOND JAMES FINANCIAL INC683,567$14.9m0.0%
ARVEST INVESTMENTS, INC.610,463$13.3m1.6%
Cambridge Investment Research Advisors, Inc.602,302$13.2m0.0%
STIFEL FINANCIAL CORP444,159$9.7m0.0%
OSAIC HOLDINGS, INC.319,994$7.0m0.0%
WELLS FARGO & COMPANY/MN275,480$6.0m0.0%
Summit Financial, LLC215,192$4.7m0.1%
HB Wealth Management, LLC208,232$4.5m0.0%
Triad Wealth Partners, LLC186,543$4.2m0.2%
Paller Financial Services Inc173,202$3.8m2.8%
Z3 Capital Partners, LLC154,621$3.4m0.7%
Cetera Investment Advisers147,894$3.2m0.0%
Retirement Planning Co of New England, Inc.146,441$3.2m1.2%
NOTTINGHAM ADVISORS, INC.140,901$3.2m0.4%
Cambridge Advisors Inc.142,258$3.1m0.5%
NWF Advisory Services Inc.136,989$3.0m0.3%
Sowell Financial Services LLC133,949$2.9m0.1%

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

Get a free API keySee history bundlesDownload free samples