AIRR Institutional Ownership & Shareholders
FIRST TRUST RBA AMERICAN IND (AIRR) is currently held by 542 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.34B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of AIRR tracked by InsiderSet, reporting ownership valued at approximately $1.39B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.03B, representing an estimated loss of -26.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed AIRR value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST RBA AMERICAN IND (AIRR).
This page ranks the largest institutional AIRR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
542
Total Reported Value
$7.34B
Largest Holder
Bank Of America Corp
Largest Position
$1.39B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.09% | 10,426,985 | $1,389,395,794 | $1,027,787,911 | -$361,607,883 | -26.03% | |
| Morgan Stanley | 0.05% | 6,622,518 | $882,450,811 | $652,781,599 | -$229,669,212 | -26.03% | |
| Lpl Financial Llc | 0.18% | 6,080,121 | $810,176,017 | $599,317,527 | -$210,858,490 | -26.03% | |
| Raymond James Financial Inc | 0.10% | 2,844,303 | $379,003,349 | $280,362,947 | -$98,640,402 | -26.03% | |
| Wells Fargo & Company/Mn | 0.06% | 2,679,410 | $357,031,441 | $264,109,444 | -$92,921,997 | -26.03% | |
| Ubs Group Ag | 0.05% | 2,379,873 | $317,118,078 | $234,584,082 | -$82,533,996 | -26.03% | |
| Royal Bank Of Canada | 0.03% | 1,486,312 | $198,052,000 | $146,505,774 | -$51,546,226 | -26.03% | |
| Menora Mivtachim Holdings Ltd. | 0.70% | 1,350,500 | $179,954,125 | $133,118,785 | -$46,835,340 | -26.03% | |
| Osaic Holdings, Inc. | 0.17% | 1,116,658 | $148,810,841 | $110,068,979 | -$38,741,862 | -26.03% | |
| Cetera Investment Advisers | 0.11% | 889,881 | $118,576,571 | $87,715,570 | -$30,861,001 | -26.03% | |
| Envestnet Asset Management Inc | 0.03% | 816,728 | $108,829,031 | $80,504,879 | -$28,324,152 | -26.03% | |
| Commonwealth Equity Services, Llc | 0.10% | 776,963 | $80,213,622 | $76,585,243 | -$3,628,379 | -4.52% | |
| Stifel Financial Corp | 0.06% | 550,874 | $73,410,459 | $54,299,650 | -$19,110,809 | -26.03% | |
| Kestra Advisory Services, Llc | 0.18% | 602,812 | $62,234,362 | $59,419,179 | -$2,815,183 | -4.52% | |
| Ameriprise Financial Inc | 0.01% | 427,150 | $56,902,780 | $42,104,176 | -$14,798,605 | -26.01% | |
| Parcion Private Wealth Llc | 2.76% | 493,820 | $50,981,936 | $48,675,837 | -$2,306,099 | -4.52% | |
| Mml Investors Services, Llc | 0.09% | 343,640 | $45,790,050 | $33,872,595 | -$11,917,455 | -26.03% | |
| Proficio Capital Partners Llc | 1.60% | 333,906 | $44,492,974 | $32,913,114 | -$11,579,860 | -26.03% | |
| Rockefeller Capital Management L.P. | 0.07% | 318,869 | $42,489,373 | $31,430,917 | -$11,058,456 | -26.03% | |
| Harbour Investments, Inc. | 0.54% | 301,864 | $40,223,441 | $29,754,734 | -$10,468,707 | -26.03% | |
| Equitable Holdings, Inc. | 0.21% | 268,920 | $35,833,583 | $26,507,444 | -$9,326,139 | -26.03% | |
| Janney Montgomery Scott Llc | 0.07% | 263,029 | $35,049,000 | $25,926,769 | -$9,122,231 | -26.03% | |
| Sanctuary Advisors, Llc | 0.16% | 257,146 | $34,264,687 | $25,346,881 | -$8,917,806 | -26.03% | |
| Newedge Advisors, Llc | 0.10% | 255,007 | $33,979,781 | $25,136,040 | -$8,843,741 | -26.03% | |
| Fil Ltd | 0.02% | 250,947 | $33,438,688 | $24,735,846 | -$8,702,842 | -26.03% | |
| Bnp Paribas Financial Markets | 0.02% | 250,356 | $33,359,937 | $24,677,591 | -$8,682,346 | -26.03% | |
| Jpmorgan Chase & Co | 0.00% | 247,170 | $32,522,761 | $24,363,547 | -$8,159,214 | -25.09% | |
| Comprehensive Wealth Management, Llc | 13.86% | 296,558 | $30,616,632 | $29,231,722 | -$1,384,910 | -4.52% | |
| Private Advisor Group, Llc | 0.14% | 223,243 | $29,747,690 | $22,005,063 | -$7,742,627 | -26.03% | |
| Truist Financial Corp | 0.03% | 266,416 | $27,504,769 | $26,260,625 | -$1,244,144 | -4.52% | |
| Great Valley Advisor Group, Inc. | 0.40% | 188,078 | $25,061,299 | $18,538,848 | -$6,522,451 | -26.03% | |
| Next Level Private Llc | 4.70% | 236,724 | $24,439,383 | $23,333,885 | -$1,105,498 | -4.52% | |
| Arkadios Wealth Advisors | 0.36% | 177,746 | $23,684,691 | $17,520,423 | -$6,164,268 | -26.03% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.97% | 177,688 | $23,676,926 | $17,514,706 | -$6,162,220 | -26.03% | |
| Presidio Capital Management, Llc | 5.82% | 174,591 | $23,264,294 | $17,209,435 | -$6,054,859 | -26.03% | |
| Sage Private Wealth Group, Llc | 7.58% | 218,529 | $22,561,070 | $21,540,404 | -$1,020,666 | -4.52% | |
| Gateway Wealth Partners, Llc | 1.28% | 159,922 | $21,309,814 | $15,763,512 | -$5,546,302 | -26.03% | |
| Creative Financial Designs Inc | 1.01% | 159,408 | $21,241,107 | $15,712,847 | -$5,528,260 | -26.03% | |
| True Private Wealth Advisors | 1.76% | 200,997 | $20,751,005 | $19,812,274 | -$938,731 | -4.52% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 150,473 | $20,050,478 | $14,832,124 | -$5,218,354 | -26.03% | |
| Stratos Wealth Partners, Ltd. | 0.20% | 147,885 | $19,705,706 | $14,577,024 | -$5,128,682 | -26.03% | |
| Oppenheimer & Co Inc | 0.20% | 188,066 | $19,415,934 | $18,537,666 | -$878,268 | -4.52% | |
| Foundations Investment Advisors, Llc | 0.20% | 145,468 | $19,383,651 | $14,338,781 | -$5,044,870 | -26.03% | |
| Citigroup Inc | 0.01% | 138,497 | $18,454,757 | $13,651,649 | -$4,803,108 | -26.03% | |
| Pictet North America Advisors Sa | 1.53% | 176,311 | $18,202,348 | $17,378,975 | -$823,373 | -4.52% | |
| Hbw Advisory Services Llc | 1.51% | 147,742 | $15,252,858 | $14,562,929 | -$689,929 | -4.52% | |
| Kestra Private Wealth Services, Llc | 0.16% | 145,416 | $15,012,754 | $14,333,655 | -$679,099 | -4.52% | |
| Advisory Services Network, Llc | 0.17% | 112,011 | $14,925,514 | $11,040,924 | -$3,884,590 | -26.03% | |
| Wealth Watch Advisors, Inc | 4.83% | 111,447 | $14,850,313 | $10,985,331 | -$3,864,982 | -26.03% | |
| Riggs Asset Managment Co. Inc. | 2.58% | 108,427 | $14,447,898 | $10,687,649 | -$3,760,249 | -26.03% |
Frequently asked questions about AIRR
Who are the largest institutional holders of AIRR?
The largest institutional holders of AIRR reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported AIRR position.
What is AIRR institutional ownership?
This page tracks AIRR positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST RBA AMERICAN IND (AIRR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AIRR?
InsiderSet currently tracks 542 institutional managers reporting AIRR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AIRR shareholders.
How much AIRR stock do institutions own?
Institutional investment managers disclosed approximately $7.34B in AIRR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AIRR institutional ownership last updated?
The latest AIRR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AIRR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AIRR position after the reporting date.
Are institutions buying or selling AIRR?
Institutional buying and selling can be analyzed by comparing AIRR positions across consecutive 13F reporting periods. InsiderSet's AIRR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AIRR ownership changes.
How has AIRR institutional ownership changed over time?
InsiderSet tracks AIRR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.