Who Owns 1ST TR DJS MCROCP IDX COM SHS (FDM)? -- Institutional Holders (2026-06-30)

99 institutions reported holding $160.4M of 1ST TR DJS MCROCP IDX COM SHS (FDM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($20.1M), Chicago Partners Investment Group LLC ($17.4M), ARKANSAS FINANCIAL GROUP, INC. ($15.1M), Baird Financial Group, Inc. ($13.4M), Private Advisory Group LLC ($12.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$20.1M215,856Added
2Chicago Partners Investment Group LLC$17.4M192,679Added
3ARKANSAS FINANCIAL GROUP, INC.$15.1M162,503Trimmed
4Baird Financial Group, Inc.$13.4M143,758Added
5Private Advisory Group LLC$12.8M137,561Trimmed
6MORGAN STANLEY$10.5M112,881Added
7WELLS FARGO & COMPANY/MN$7.1M76,614Trimmed
8HB Wealth Management, LLC$4.2M45,000Hold
9&PARTNERS$4.0M43,752Added
10Urban Financial Advisory Corp$3.5M37,366Added
11Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$3.3M35,391Trimmed
12RAYMOND JAMES FINANCIAL INC$3.2M34,600Trimmed
13Kendall Capital Management$2.3M24,307Hold
14JONES FINANCIAL COMPANIES LLLP$2.2M23,912Added
15Envision Financial LLC$2.0M20,984Added
16WESCAP Management Group, Inc.$1.8M19,536Trimmed
17Virtu Financial LLC$1.8M19,441New
18GOLDMAN SACHS GROUP INC$1.4M15,395New
19SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M14,792New
20Bristlecone Value Partners, LLC$1.4M14,565Trimmed
21TWO SIGMA INVESTMENTS, LP$1.4M14,500Added
22Noble Family Wealth, LLC$1.3M14,205Hold
23OSAIC HOLDINGS, INC.$1.3M13,790Added
24Integrated Wealth Concepts LLC$1.2M13,231New
25NORTHBRIDGE FINANCIAL GROUP, LLC$1.2M12,565Trimmed

Source: SEC Form 13F filings · as of 2026-06-30