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.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$20.1M	215,856	Added
2	Chicago Partners Investment Group LLC	$17.4M	192,679	Added
3	ARKANSAS FINANCIAL GROUP, INC.	$15.1M	162,503	Trimmed
4	Baird Financial Group, Inc.	$13.4M	143,758	Added
5	Private Advisory Group LLC	$12.8M	137,561	Trimmed
6	MORGAN STANLEY	$10.5M	112,881	Added
7	WELLS FARGO & COMPANY/MN	$7.1M	76,614	Trimmed
8	HB Wealth Management, LLC	$4.2M	45,000	Hold
9	&PARTNERS	$4.0M	43,752	Added
10	Urban Financial Advisory Corp	$3.5M	37,366	Added
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$3.3M	35,391	Trimmed
12	RAYMOND JAMES FINANCIAL INC	$3.2M	34,600	Trimmed
13	Kendall Capital Management	$2.3M	24,307	Hold
14	JONES FINANCIAL COMPANIES LLLP	$2.2M	23,912	Added
15	Envision Financial LLC	$2.0M	20,984	Added
16	WESCAP Management Group, Inc.	$1.8M	19,536	Trimmed
17	Virtu Financial LLC	$1.8M	19,441	New
18	GOLDMAN SACHS GROUP INC	$1.4M	15,395	New
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.4M	14,792	New
20	Bristlecone Value Partners, LLC	$1.4M	14,565	Trimmed
21	TWO SIGMA INVESTMENTS, LP	$1.4M	14,500	Added
22	Noble Family Wealth, LLC	$1.3M	14,205	Hold
23	OSAIC HOLDINGS, INC.	$1.3M	13,790	Added
24	Integrated Wealth Concepts LLC	$1.2M	13,231	New
25	NORTHBRIDGE FINANCIAL GROUP, LLC	$1.2M	12,565	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30