Who Owns FIRST (FJP)? -- Institutional Holders (2026-06-30)

109 institutions reported holding $211.1M of FIRST (FJP) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSAIC HOLDINGS, INC. ($55.3M), LPL Financial LLC ($21.7M), MORGAN STANLEY ($18.4M), ENVESTNET ASSET MANAGEMENT INC ($17.1M), Cetera Investment Advisers ($9.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OSAIC HOLDINGS, INC.$55.3M724,625Trimmed
2LPL Financial LLC$21.7M284,735Added
3MORGAN STANLEY$18.4M241,098Trimmed
4ENVESTNET ASSET MANAGEMENT INC$17.1M224,636Added
5Cetera Investment Advisers$9.9M129,232Added
6Rathbones Group PLC$7.4M97,284Added
7RAYMOND JAMES FINANCIAL INC$7.2M94,787Added
8ASSETMARK, INC$7.1M93,075Added
9Farther Finance Advisors, LLC$6.5M84,743Added
10Guild Investment Management, Inc.$4.3M56,990New
11Cambridge Investment Research Advisors, Inc.$4.2M54,887Trimmed
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M52,877Trimmed
13Holistic Financial Partners$3.2M41,735Trimmed
14BENJAMIN EDWARDS INC$3.0M39,196Added
15STIFEL FINANCIAL CORP$2.9M38,071Added
16FLOW TRADERS U.S. LLC$2.4M30,808New
17CITADEL ADVISORS LLC$2.2M28,635Added
18Prospera Financial Services Inc$1.9M24,315Trimmed
19Janney Montgomery Scott LLC$1.8M23,891Added
20IFP Advisors, Inc$1.8M23,791Trimmed
21Gateway Wealth Partners, LLC$1.8M23,222Trimmed
22Transamerica Financial Advisors, LLC$1.7M22,399Trimmed
23Bank of New York Mellon Corp$1.6M20,564Added
24HighTower Advisors, LLC$1.4M18,676Trimmed
25Atria Investments, Inc$1.2M16,319Added

来源：SEC 13F 申报文件 · 截至 2026-06-30