FIIG

—

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$20.35

-0.10 (-0.48%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding FIIG · 2026-Q1 methodology → sources →

126 holders

FUNDFIRST TR EXCHANGE-TRADED FDA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

25,667,417

Reporting holders

126

% of shares outstanding is not shown for FIIG: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register99.2%124 active filers

Index / screened out0.8%2 filers

Reporting holders1262026-Q1

Top-10 concentration67.6%

HHI0.0700

Effective holders14.3

Crowding percentile—

Crowding percentile withheld — no market cap for FIIG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 126 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	4,852,1674.9M	$101M	—	ADD 10%
2	MORGAN STANLEY	2,546,4862.5M	$53M	—	ADD 3%
3	COMMONWEALTH EQUITY SERVICES, LLC	1,856,6121.9M	$39M	—	TRIM -11%
4	Cetera Investment Advisers	1,729,7811.7M	$36M	—	—
5	ENVESTNET ASSET MANAGEMENT INC	1,693,0161.7M	$35M	—	ADD 13%
6	TCP Asset Management, LLC	1,397,2781.4M	$29M	—	ADD 47%
7	MANCHESTER FINANCIAL INC	1,068,0621.1M	$22M	—	ADD 12%
8	Per Stirling Capital Management, LLC.	880,325880,325	$18M	—	ADD 19%
9	STEPHENS INC /AR/	761,660761,660	$16M	—	ADD 80%
10	Kestra Advisory Services, LLC	571,903571,903	$12M	—	ADD 6%
11	Cambridge Investment Research Advisors, Inc.	537,691537,691	$11M	—	ADD 12%
12	Rehmann Capital Advisory Group	489,871489,871	$10M	—	ADD 32%
13	FIRST TRUST ADVISORS LP	462,533462,533	$10M	—	ADD 34%
14	&PARTNERS	411,271411,271	$9M	—	ADD 5%
15	HighTower Advisors, LLC	389,839389,839	$8M	—	ADD 16%
16	BENJAMIN EDWARDS INC	366,373366,373	$8M	—	ADD 15%
17	Mach-1 Financial Group, LLC	360,331360,331	$7M	—	ADD 15%
18	Owen LaRue, LLC	290,546290,546	$6M	—	TRIM -10%
19	ASSETMARK, INC	238,285238,285	$5M	—	ADD 14%
20	Csenge Advisory Group	237,188237,188	$5M	—	ADD 5%
21	Janney Montgomery Scott LLC	210,854210,854	$4M	—	ADD 15%
22	Bank of New York Mellon Corp	205,029205,029	$4M	—	ADD 11%
23	Avior Wealth Management, LLC	180,401180,401	$4M	—	NEW
24	Sequent Planning LLC	175,186175,186	$4M	—	—
25	Gateway Wealth Partners, LLC	167,614167,614	$3M	—	ADD 127%
26	Orion Porfolio Solutions, LLC	147,927147,927	$3M	—	ADD 3%
27	Kingsview Wealth Management, LLC	138,701138,701	$3M	—	TRIM -5%
28	Prospera Financial Services Inc	132,762132,762	$3M	—	ADD 8%
29	TWIN PEAKS WEALTH ADVISORS, LLC	132,222132,222	$3M	—	ADD 140%
30	IFP Advisors, Inc	131,685131,685	$3M	—	ADD 8%
31	INDEPENDENT FINANCIAL GROUP, LLC	130,652130,652	$3M	—	ADD 568%
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP	116,652116,652	$2M	—	ADD 847%
33	OSAIC HOLDINGS, INC.	114,715114,715	$2M	—	TRIM -24%
34	FSB PREMIER WEALTH MANAGEMENT, INC.	111,209111,209	$2M	—	TRIM -7%
35	GREAT VALLEY ADVISOR GROUP, INC.	96,06696,066	$2M	—	TRIM -5%
36	NewEdge Advisors, LLC	294,545294,545	$2M	—	ADD 140%
37	MML INVESTORS SERVICES, LLC	84,80984,809	$2M	—	TRIM -49%
38	Equitable Holdings, Inc.	78,61178,611	$2M	—	ADD 2%
39	Sanctuary Advisors, LLC	79,24179,241	$2M	—	ADD 5%
40	PARK AVENUE SECURITIES LLC	77,60077,600	$2M	—	ADD 59%
41	AE Wealth Management LLC	72,89372,893	$2M	—	—
42	CITADEL ADVISORS LLC	71,53771,537	$1M	—	ADD 13%
43	IAMS WEALTH MANAGEMENT, LLC	67,52767,527	$1M	—	ADD 14%
44	Pacific Excel Wealth Advisors, Inc.	65,43765,437	$1M	—	ADD 88%
45	Atria Investments, Inc	58,92858,928	$1M	—	ADD 12%
46	ROYAL BANK OF CANADA	52,35052,350	$1M	—	ADD 116%
47	NewEdge Wealth, LLC	51,99751,997	$1M	—	—
48	Envestnet Portfolio Solutions, Inc.	51,21451,214	$1M	—	ADD 9%
49	Independent Advisor Alliance	45,89045,890	$952,258	—	NEW
50	Private Advisor Group, LLC	45,56445,564	$945,449	—	ADD 12%
51	Everest Financial Group LLC	45,00045,000	$933,750	—	NEW
52	Snowden Capital Advisors LLC	43,73943,739	$907,584	—	TRIM -29%
53	DAYMARK WEALTH PARTNERS, LLC	43,25043,250	$897,429	—	ADD 45%
54	Impact Partnership Wealth, LLC	38,46538,465	$798,149	—	TRIM -5%
55	WINEBRENNER CAPITAL MANAGEMENT LLC	36,30736,307	$753,370	—	—
56	Concurrent Investment Advisors, LLC	36,27836,278	$752,760	—	TRIM -95%
57	Harvest Investment Services, LLC	35,92635,926	$745,465	—	—
58	Sigma Planning Corp	34,10434,104	$707,667	—	ADD 17%
59	KESTRA PRIVATE WEALTH SERVICES, LLC	33,12733,127	$687,384	—	TRIM -45%
60	Mutual Advisors, LLC	32,77832,778	$680,144	—	TRIM -42%
61	Perigon Wealth Management, LLC	31,78831,788	$659,601	—	ADD 6%
62	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	30,64630,646	$635,905	—	TRIM -6%
63	RFG Advisory, LLC	30,56630,566	$634,246	—	ADD 18%
64	Pinnacle Family Advisors, LLC	30,53230,532	$633,539	—	ADD 5%
65	BAM Wealth Management, LLC	30,45330,453	$631,900	—	ADD 50%
66	Ignite Planners, LLC	26,78226,782	$569,568	—	ADD 79%
67	LaSalle St. Investment Advisors, LLC	27,43327,433	$569,248	—	—
68	Spire Wealth Management	26,81526,815	$556,411	—	ADD 12%
69	OPPENHEIMER & CO INC	26,21526,215	$543,961	—	NEW
70	HARBOUR INVESTMENTS, INC.	25,66025,660	$532,445	—	ADD 4%
71	HBW ADVISORY SERVICES LLC	25,19125,191	$522,713	—	ADD 8%
72	NOVEM GROUP	22,68822,688	$470,770	—	NEW
73	BlueChip Wealth Advisors LLC	21,28921,289	$441,747	—	ADD 20%
74	Keystone Wealth Services, LLC	21,00021,000	$435,750	—	—
75	Farther Finance Advisors, LLC	20,98420,984	$435,418	—	NEW
76	Asset Allocation Strategies LLC	20,58120,581	$427,056	—	ADD 6%
77	Apollon Wealth Management, LLC	18,85518,855	$391,241	—	—
78	MGO ONE SEVEN LLC	18,02718,027	$374,060	—	NEW
79	World Investment Advisors	17,88817,888	$371,182	—	ADD 11%
80	Arkadios Wealth Advisors	17,04117,041	$353,595	—	NEW
81	D.A. DAVIDSON & CO.	16,38916,389	$340,072	—	ADD 41%
82	Foundations Investment Advisors, LLC	16,26016,260	$337,396	—	TRIM -5%
83	Betterment LLC	16,06716,067	$333,000	—	ADD 19%
84	Rossby Financial, LCC	15,76615,766	$327,140	—	ADD 13%
85	GeoWealth Management, LLC	15,62715,627	$324,260	—	ADD 6%
86	Omnitrust Wealth Management, Inc	15,22815,228	$315,981	—	ADD 6%
87	Triad Wealth Partners, LLC	14,86214,862	$308,392	—	NEW
88	BARRETT & COMPANY, INC.	14,33214,332	$297,389	—	NEW
89	PRIVATE CLIENT SERVICES, LLC	13,84813,848	$287,346	—	—
90	OneAscent Financial Services LLC	13,76013,760	$285,520	—	ADD 19%
91	Lido Advisors, LLC	13,50613,506	$280,247	—	—
92	SILVER OAK SECURITIES, INCORPORATED	13,22113,221	$274,336	—	NEW
93	Milestones Private Investment Advisors LLC	11,56811,568	$240,036	—	—
94	Advisory Alpha, LLC	9,9389,938	$206,232	—	TRIM -23%
95	Independent Wealth Network Inc.	9,6679,667	$200,590	—	TRIM -10%
96	Capital Analysts, LLC	8,4598,459	$176,000	—	TRIM -35%
97	Synergy Investment Management, LLC	7,9377,937	$164,693	—	TRIM -28%
98	EVOLUTION WEALTH MANAGEMENT INC.	5,0855,085	$105,514	—	ADD 16%
99	Triumph Capital Management	4,2004,200	$87,150	—	NEW
100	PRIVATE TRUST CO NA	4,0254,025	$83,519	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 94 bought / 39 sold · net +1,821,650 shares · 10.4d of ADV

Bought94 filers

Shares: 3,564,766
Value: $74M
Opened: 24 · 438,529 sh
Days of ADV: 20.3d

Sold39 filers

Shares: 1,743,116
Value: $36M
Closed: 15 · 612,036 sh
Days of ADV: 9.9d

Net (all filers) +1,821,650 sh · $38M · 7.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

3.0M

3.5M

3.4M

3.8M

4.4M

4.9M

$101M

MORGAN STANLEY

1.4M

2.0M

2.2M

2.3M

2.5M

$53M

COMMONWEALTH EQUITY SERVICES, LLC

333K

384K

375K

453K

2.1M

1.9M

$39M

Cetera Investment Advisers

1.3M

1.4M

1.6M

1.7M

$36M

ENVESTNET ASSET MANAGEMENT INC

1.4M

1.5M

1.7M

$35M

TCP Asset Management, LLC

—

891K

953K

1.4M

$29M

MANCHESTER FINANCIAL INC

296K

467K

502K

584K

957K

1.1M

$22M

Per Stirling Capital Management, LLC.

634K

643K

678K

717K

743K

880K

$18M

STEPHENS INC /AR/

292K

452K

401K

410K

422K

762K

$16M

Kestra Advisory Services, LLC

317K

422K

454K

510K

537K

572K

$12M

Cambridge Investment Research Advisors, Inc.

404K

413K

379K

444K

479K

538K

$11M

Rehmann Capital Advisory Group

258K

301K

317K

333K

371K

490K

$10M

FIRST TRUST ADVISORS LP

165K

229K

235K

268K

345K

463K

$10M

&PARTNERS

—

213K

285K

370K

393K

411K

$9M

HighTower Advisors, LLC

182K

195K

191K

325K

337K

390K

$8M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	126	25,667,417	—	$528M
2025-Q4	117	23,845,767	—	$506M
2025-Q3	111	20,412,441	—	$433M
2025-Q2	112	18,052,587	—	$379M
2025-Q1	105	17,823,536	—	$370M
2024-Q4	104	15,930,197	—	$326M
2024-Q3	82	12,216,748	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding FIIG · 2026-Q1 methodology → sources →

126 holders

% of shares outstanding held

—

Shares held (13F)

25,667,417

Reporting holders

126

Active share of register99.2%124 active filers

Index / screened out0.8%2 filers

Reporting holders1262026-Q1

Top-10 concentration67.6%

HHI0.0700

Effective holders14.3

Crowding percentile—

Crowding percentile withheld — no market cap for FIIG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 126 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	4,852,1674.9M	$101M	—	ADD 10%
2	MORGAN STANLEY	2,546,4862.5M	$53M	—	ADD 3%
3	COMMONWEALTH EQUITY SERVICES, LLC	1,856,6121.9M	$39M	—	TRIM -11%
4	Cetera Investment Advisers	1,729,7811.7M	$36M	—	—
5	ENVESTNET ASSET MANAGEMENT INC	1,693,0161.7M	$35M	—	ADD 13%
6	TCP Asset Management, LLC	1,397,2781.4M	$29M	—	ADD 47%
7	MANCHESTER FINANCIAL INC	1,068,0621.1M	$22M	—	ADD 12%
8	Per Stirling Capital Management, LLC.	880,325880,325	$18M	—	ADD 19%
9	STEPHENS INC /AR/	761,660761,660	$16M	—	ADD 80%
10	Kestra Advisory Services, LLC	571,903571,903	$12M	—	ADD 6%
11	Cambridge Investment Research Advisors, Inc.	537,691537,691	$11M	—	ADD 12%
12	Rehmann Capital Advisory Group	489,871489,871	$10M	—	ADD 32%
13	FIRST TRUST ADVISORS LP	462,533462,533	$10M	—	ADD 34%
14	&PARTNERS	411,271411,271	$9M	—	ADD 5%
15	HighTower Advisors, LLC	389,839389,839	$8M	—	ADD 16%
16	BENJAMIN EDWARDS INC	366,373366,373	$8M	—	ADD 15%
17	Mach-1 Financial Group, LLC	360,331360,331	$7M	—	ADD 15%
18	Owen LaRue, LLC	290,546290,546	$6M	—	TRIM -10%
19	ASSETMARK, INC	238,285238,285	$5M	—	ADD 14%
20	Csenge Advisory Group	237,188237,188	$5M	—	ADD 5%
21	Janney Montgomery Scott LLC	210,854210,854	$4M	—	ADD 15%
22	Bank of New York Mellon Corp	205,029205,029	$4M	—	ADD 11%
23	Avior Wealth Management, LLC	180,401180,401	$4M	—	NEW
24	Sequent Planning LLC	175,186175,186	$4M	—	—
25	Gateway Wealth Partners, LLC	167,614167,614	$3M	—	ADD 127%
26	Orion Porfolio Solutions, LLC	147,927147,927	$3M	—	ADD 3%
27	Kingsview Wealth Management, LLC	138,701138,701	$3M	—	TRIM -5%
28	Prospera Financial Services Inc	132,762132,762	$3M	—	ADD 8%
29	TWIN PEAKS WEALTH ADVISORS, LLC	132,222132,222	$3M	—	ADD 140%
30	IFP Advisors, Inc	131,685131,685	$3M	—	ADD 8%
31	INDEPENDENT FINANCIAL GROUP, LLC	130,652130,652	$3M	—	ADD 568%
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP	116,652116,652	$2M	—	ADD 847%
33	OSAIC HOLDINGS, INC.	114,715114,715	$2M	—	TRIM -24%
34	FSB PREMIER WEALTH MANAGEMENT, INC.	111,209111,209	$2M	—	TRIM -7%
35	GREAT VALLEY ADVISOR GROUP, INC.	96,06696,066	$2M	—	TRIM -5%
36	NewEdge Advisors, LLC	294,545294,545	$2M	—	ADD 140%
37	MML INVESTORS SERVICES, LLC	84,80984,809	$2M	—	TRIM -49%
38	Equitable Holdings, Inc.	78,61178,611	$2M	—	ADD 2%
39	Sanctuary Advisors, LLC	79,24179,241	$2M	—	ADD 5%
40	PARK AVENUE SECURITIES LLC	77,60077,600	$2M	—	ADD 59%
41	AE Wealth Management LLC	72,89372,893	$2M	—	—
42	CITADEL ADVISORS LLC	71,53771,537	$1M	—	ADD 13%
43	IAMS WEALTH MANAGEMENT, LLC	67,52767,527	$1M	—	ADD 14%
44	Pacific Excel Wealth Advisors, Inc.	65,43765,437	$1M	—	ADD 88%
45	Atria Investments, Inc	58,92858,928	$1M	—	ADD 12%
46	ROYAL BANK OF CANADA	52,35052,350	$1M	—	ADD 116%
47	NewEdge Wealth, LLC	51,99751,997	$1M	—	—
48	Envestnet Portfolio Solutions, Inc.	51,21451,214	$1M	—	ADD 9%
49	Independent Advisor Alliance	45,89045,890	$952,258	—	NEW
50	Private Advisor Group, LLC	45,56445,564	$945,449	—	ADD 12%
51	Everest Financial Group LLC	45,00045,000	$933,750	—	NEW
52	Snowden Capital Advisors LLC	43,73943,739	$907,584	—	TRIM -29%
53	DAYMARK WEALTH PARTNERS, LLC	43,25043,250	$897,429	—	ADD 45%
54	Impact Partnership Wealth, LLC	38,46538,465	$798,149	—	TRIM -5%
55	WINEBRENNER CAPITAL MANAGEMENT LLC	36,30736,307	$753,370	—	—
56	Concurrent Investment Advisors, LLC	36,27836,278	$752,760	—	TRIM -95%
57	Harvest Investment Services, LLC	35,92635,926	$745,465	—	—
58	Sigma Planning Corp	34,10434,104	$707,667	—	ADD 17%
59	KESTRA PRIVATE WEALTH SERVICES, LLC	33,12733,127	$687,384	—	TRIM -45%
60	Mutual Advisors, LLC	32,77832,778	$680,144	—	TRIM -42%
61	Perigon Wealth Management, LLC	31,78831,788	$659,601	—	ADD 6%
62	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	30,64630,646	$635,905	—	TRIM -6%
63	RFG Advisory, LLC	30,56630,566	$634,246	—	ADD 18%
64	Pinnacle Family Advisors, LLC	30,53230,532	$633,539	—	ADD 5%
65	BAM Wealth Management, LLC	30,45330,453	$631,900	—	ADD 50%
66	Ignite Planners, LLC	26,78226,782	$569,568	—	ADD 79%
67	LaSalle St. Investment Advisors, LLC	27,43327,433	$569,248	—	—
68	Spire Wealth Management	26,81526,815	$556,411	—	ADD 12%
69	OPPENHEIMER & CO INC	26,21526,215	$543,961	—	NEW
70	HARBOUR INVESTMENTS, INC.	25,66025,660	$532,445	—	ADD 4%
71	HBW ADVISORY SERVICES LLC	25,19125,191	$522,713	—	ADD 8%
72	NOVEM GROUP	22,68822,688	$470,770	—	NEW
73	BlueChip Wealth Advisors LLC	21,28921,289	$441,747	—	ADD 20%
74	Keystone Wealth Services, LLC	21,00021,000	$435,750	—	—
75	Farther Finance Advisors, LLC	20,98420,984	$435,418	—	NEW
76	Asset Allocation Strategies LLC	20,58120,581	$427,056	—	ADD 6%
77	Apollon Wealth Management, LLC	18,85518,855	$391,241	—	—
78	MGO ONE SEVEN LLC	18,02718,027	$374,060	—	NEW
79	World Investment Advisors	17,88817,888	$371,182	—	ADD 11%
80	Arkadios Wealth Advisors	17,04117,041	$353,595	—	NEW
81	D.A. DAVIDSON & CO.	16,38916,389	$340,072	—	ADD 41%
82	Foundations Investment Advisors, LLC	16,26016,260	$337,396	—	TRIM -5%
83	Betterment LLC	16,06716,067	$333,000	—	ADD 19%
84	Rossby Financial, LCC	15,76615,766	$327,140	—	ADD 13%
85	GeoWealth Management, LLC	15,62715,627	$324,260	—	ADD 6%
86	Omnitrust Wealth Management, Inc	15,22815,228	$315,981	—	ADD 6%
87	Triad Wealth Partners, LLC	14,86214,862	$308,392	—	NEW
88	BARRETT & COMPANY, INC.	14,33214,332	$297,389	—	NEW
89	PRIVATE CLIENT SERVICES, LLC	13,84813,848	$287,346	—	—
90	OneAscent Financial Services LLC	13,76013,760	$285,520	—	ADD 19%
91	Lido Advisors, LLC	13,50613,506	$280,247	—	—
92	SILVER OAK SECURITIES, INCORPORATED	13,22113,221	$274,336	—	NEW
93	Milestones Private Investment Advisors LLC	11,56811,568	$240,036	—	—
94	Advisory Alpha, LLC	9,9389,938	$206,232	—	TRIM -23%
95	Independent Wealth Network Inc.	9,6679,667	$200,590	—	TRIM -10%
96	Capital Analysts, LLC	8,4598,459	$176,000	—	TRIM -35%
97	Synergy Investment Management, LLC	7,9377,937	$164,693	—	TRIM -28%
98	EVOLUTION WEALTH MANAGEMENT INC.	5,0855,085	$105,514	—	ADD 16%
99	Triumph Capital Management	4,2004,200	$87,150	—	NEW
100	PRIVATE TRUST CO NA	4,0254,025	$83,519	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 94 bought / 39 sold · net +1,821,650 shares · 10.4d of ADV

Bought94 filers

Shares: 3,564,766
Value: $74M
Opened: 24 · 438,529 sh
Days of ADV: 20.3d

Sold39 filers

Shares: 1,743,116
Value: $36M
Closed: 15 · 612,036 sh
Days of ADV: 9.9d

Net (all filers) +1,821,650 sh · $38M · 7.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

3.0M

3.5M

3.4M

3.8M

4.4M

4.9M

$101M

MORGAN STANLEY

1.4M

2.0M

2.2M

2.3M

2.5M

$53M

COMMONWEALTH EQUITY SERVICES, LLC

333K

384K

375K

453K

2.1M

1.9M

$39M

Cetera Investment Advisers

1.3M

1.4M

1.6M

1.7M

$36M

ENVESTNET ASSET MANAGEMENT INC

1.4M

1.5M

1.7M

$35M

TCP Asset Management, LLC

—

891K

953K

1.4M

$29M

MANCHESTER FINANCIAL INC

296K

467K

502K

584K

957K

1.1M

$22M

Per Stirling Capital Management, LLC.

634K

643K

678K

717K

743K

880K

$18M

STEPHENS INC /AR/

292K

452K

401K

410K

422K

762K

$16M

Kestra Advisory Services, LLC

317K

422K

454K

510K

537K

572K

$12M

Cambridge Investment Research Advisors, Inc.

404K

413K

379K

444K

479K

538K

$11M

Rehmann Capital Advisory Group

258K

301K

317K

333K

371K

490K

$10M

FIRST TRUST ADVISORS LP

165K

229K

235K

268K

345K

463K

$10M

&PARTNERS

—

213K

285K

370K

393K

411K

$9M

HighTower Advisors, LLC

182K

195K

191K

325K

337K

390K

$8M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	126	25,667,417	—	$528M
2025-Q4	117	23,845,767	—	$506M
2025-Q3	111	20,412,441	—	$433M
2025-Q2	112	18,052,587	—	$379M
2025-Q1	105	17,823,536	—	$370M
2024-Q4	104	15,930,197	—	$326M
2024-Q3	82	12,216,748	—

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13F

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Institutional ownership· 13F filers holding FIIG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding FIIG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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FIIG