XMARFIRST TR EXCHNG TRADED FD VI
CUSIP 33740F474 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchng Traded Fd Vi (XMAR) has 69 institutional holders in Filings Flow’s 13F database, together reporting 2.52M shares worth $102M as of Q1 2026. The largest reported holders are Pfs Partners, LLC, Osaic Holdings, Inc., and Cetera Investment Advisers.
Institutional Holders
69
Q1 2026
Reported Value
$102M
Ticker
XMAR
Quarters Tracked
14
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PFS Partners, LLC$218M AUM | 5.44% | $12M | 293.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 265.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 226.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 213.3K | Q1 2026 |
| Financial Guidance Group, Inc.$249M AUM | 2.43% | $6M | 149.5K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.05% | $6M | 149.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 121.1K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.61% | $4M | 104.8K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.28% | $4M | 93.6K | Q2 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.04% | $3M | 73.5K | Q1 2026 |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.93% | $2M | 62.4K | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.47% | $2M | 59.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 56.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 54.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 52.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 47.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 45.1K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.11% | $2M | 38.5K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 36.5K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.03% | $1M | 33.6K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 32.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 32.0K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 31.6K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 29.5K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 28.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 28.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 28.4K | Q4 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.03% | $1M | 24.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 24.0K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.09% | $948,357 | 23.4K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $877,702 | 21.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $798,625 | 19.7K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $794,333 | 19.6K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $756,554 | 18.9K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.05% | $674,482 | 16.7K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $652,132 | 16.1K | Q1 2026 |
| VestGen Investment Management$181M AUM | 0.31% | $553,150 | 13.9K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $524,467 | 13.0K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $521,229 | 14.2K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.20% | $480,889 | 11.5K | Q1 2026 |
| SageGuard Financial Group, LLC$646M AUM | 0.07% | $437,090 | 10.8K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $429,000 | 10.6K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.27% | $417,047 | 10.3K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $405,629 | 10.0K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $399,300 | 10.0K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.05% | $376,544 | 9.6K | Q3 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.04% | $365,827 | 9.0K | Q1 2026 |
| Bullseye Investment Management, LLC$164M AUM | 0.22% | $365,153 | 9.9K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $361,373 | 8.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $346,432 | 8.6K | Q1 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 0.13% | $287,263 | 7.2K | Q4 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $280,758 | 6.9K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $273,065 | 6.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $273,000 | 6.8K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.07% | $271,647 | 6.7K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.05% | $242,940 | 6.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $241,816 | 6.1K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $240,439 | 6.1K | Q3 2025OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.12% | $236,484 | 6.1K | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $228,229 | 6.0K | Q2 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $224,355 | 5.5K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.08% | $218,646 | 5.4K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.07% | $217,431 | 5.4K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.05% | $216,243 | 5.6K | Q2 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.04% | $207,676 | 5.2K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $202,329 | 5.0K | Q1 2026 |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.08% | $201,155 | 5.3K | Q2 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.05% | $149,328 | 3.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $147,505 | 3.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $145,465 | 3.6K | Q4 2025OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.05% | $133,617 | 3.3K | Q1 2026 |
| Benson Wealth Management INC$73M AUM | 0.14% | $101,225 | 2.5K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $54,123 | 1.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $47,583 | 1.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $39,599 | 978 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $37,009 | 925 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $34,011 | 840 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $33,621 | 842 | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $31,663 | 782 | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.01% | $31,379 | 800 | Q3 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.01% | $28,829 | 712 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $27,533 | 680 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $20,690 | 511 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $19,233 | 475 | Q1 2026 |
| LM Advisors LLC$6M AUM | 0.24% | $15,380 | 615 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $11,661 | 288 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $9,151 | 226 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $9,100 | 232 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6,154 | 152 | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 0.00% | $5,000 | 148 | Q2 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $4,707 | 120 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4,000 | 96 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $68 | 0 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.