Security record · archived quarter
FTCB
First Trust Core Investment Grade ETF · Financial Services · Asset Management - Bonds
29Tracked holders
+8Δ holders
39.41MShares held
$825.99MReported value
+9New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +15.9% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -5 | 44.73M | $932.90M | +2 | −7 |
| Q1 2026 | 29 | +8 | 39.41M | $825.99M | +9 | −1 |
| Q4 2025 | 21 | -1 | 34.01M | $722.04M | — | −1 |
| Q3 2025 | 3 | 0 | 5.38M | $114.65M | — | — |
| Q2 2025 | 1 | 0 | 55.62K | $1.17M | — | — |
| Q1 2025 | 1 | 0 | 12.58K | $264,033 | — | — |
| Q4 2024 | 1 | 0 | 66.39K | $1.37M | — | — |
| Q3 2024 | 1 | +1 | 38.30K | $828,411 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 15.06M | +21.3% | $315.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.97M | +12.4% | $146.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 6.97M | +12.4% | $146.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 5.13M | +10.9% | $107.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 2.75M | +30.5% | $57.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 2.44M | +14.0% | $51.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | First Trust Advisors Lp | 1.23M | +45.4% | $25.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.22M | +9.3% | $25.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 1.22M | +9.3% | $25.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.19M | +1052.3% | $24.99M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 720.04K | +169.8% | $15.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 663.53K | +4.6% | $13.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 566.23K | +27.1% | $11.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 566.23K | +27.1% | $11.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 488.59K | +1.8% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 488.59K | +1.8% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 376.44K | +108.6% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 224.41K | +16091.6% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 107.61K | New | $2.26M | 0.0% | New | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 64.68K | -13.1% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 57.85K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 57.19K | -97.5% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 57.19K | -97.5% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 30.32K | +63.1% | $635,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 19.27K | +14.8% | $403,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 15.24K | New | $319,490 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 9.05K | 0.0% | $189,646 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 4.10K | New | $86,020 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 2.66K | New | $55,237 | 0.0% | New | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 1.86K | New | $39,007 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 334 | New | $7,001 | 0.0% | New | 1 | SEC ↗ |
| 32 | UBS Group AG | 324 | New | $6,791 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 58 | -99.9% | $1,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 58 | -99.9% | $1,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 15 | New | $314 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $2.26M | 0.0% |
| Jane Street Group, Llc | $1.21M | 0.0% |
| HighTower Advisors, LLC | $319,490 | 0.0% |
| Fifth Third Bancorp | $86,020 | 0.0% |
| Jones Financial Companies Lllp | $55,237 | 0.0% |
| Northwestern Mutual Wealth… | $39,007 | 0.0% |
| Fidelity (FMR) | $7,001 | 0.0% |
| UBS Group AG | $6,791 | 0.0% |
| Bnp Paribas Financial Markets | $314 | 0.0% |
Exited
| Qube Research & Technologies… | $69,592 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 190 holders, 81.74M shares, $1.62B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API