SS SPDR S&P Regional BankKREETF
13F holders, Q4 2024 (December 31)551holders +92
122new positions
51sold out
4famous investors
$60.35avg. 13F price*
At the end of Q4 2024, 551 institutions reported holding SS SPDR S&P Regional Bank (KRE) in their 13F filings, up 92 from Q3 2024. 122 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($651.1M), Goldman Sachs Group Inc. ($279.2M) and JPMorgan Chase & Co. ($223.4M). 4 famous investors held it, including Stanley Druckenmiller (0.9% of Duquesne Family Office's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR S&P Regional Bank
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $447.8M |
| Exits | 51 | $195.4M |
All 13F filers, Q3 2024 → Q4 2024: 23,947,906 shares bought and 21,497,757 shares sold, net +2,450,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 551 holders
| Morgan Stanley | 0.05% | Add +22.2% | 10,788,991 | $651.1M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -32.5% | 4,627,035 | $279.2M |
| JPMorgan Chase & Co. | 0.02% | Add +1861.5% | 3,701,950 | $223.4M |
| Citigroup Inc. | 0.20% | Add +12.0% | 3,363,987 | $203.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.33% | Reduce -57.6% | 2,522,000 | $152.2M |
| BNP Paribas Financial Markets | 0.11% | Add +268.8% | 2,424,094 | $146.3M |
| Bank of America Corp. | 0.01% | Reduce -14.8% | 2,389,480 | $144.2M |
| UBS Group AG | 0.03% | Reduce -52.3% | 1,867,875 | $112.7M |
| Bessemer Group Inc. | 0.18% | Add +28.3% | 1,852,585 | $111.8M |
| Migdal Insurance & Financial Holdings Ltd. | 1.58% | Add +11843.8% | 1,827,400 | $110.3M |
| Wells Fargo & Company | 0.03% | Add +43.7% | 1,813,616 | $109.5M |
| Moore Capital Management, LP | 2.19% | Add +89.3% | 1,798,314 | $108.5M |
| LPL Financial LLC | 0.04% | Add +10.8% | 1,469,149 | $88.7M |
| Two Sigma Investments, LP | 0.20% | Reduce -30.8% | 1,343,700 | $81.1M |
| Jane Street Group, LLC | 0.11% | Add +439.3% | 1,157,448 | $69.9M |
| Susquehanna International Group, LLP | 0.10% | Add +88.1% | 1,088,746 | $65.7M |
| Ensign Peak Advisors, Inc | 0.11% | Add +32.8% | 1,046,360 | $63.1M |
| Hudson Bay Capital Management LP | 0.43% | Add +226.6% | 979,716 | $59.1M |
| Main Management ETF Advisors, LLC | 2.64% | New | 966,600 | $58.3M |
| Royal Bank of Canada | 0.01% | Reduce -16.6% | 927,143 | $56.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.32% | New | 882,884 | $53.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.75% | No change | 757,000 | $45.7M |
| Toronto Dominion Bank | 0.09% | Add +0.1% | 752,923 | $45.5M |
| Ameriprise Financial Inc. | 0.01% | Add +6.0% | 719,194 | $43.4M |
| Alliancebernstein L.P. | 0.01% | New | 710,200 | $42.9M |
| Sculptor Capital LP | 0.86% | Add +301.7% | 600,500 | $36.2M |
| Samlyn Capital, LLC | 0.56% | New | 583,469 | $35.2M |
| Marshall Wace, LLP | 0.04% | Reduce -35.6% | 555,788 | $33.5M |
| Duquesne Family Office | 0.94% | Reduce -73.0% | 554,138 | $33.4M |
| EP Wealth Advisors, LLC | 0.22% | Reduce -1.6% | 442,505 | $26.7M |
| Balyasny Asset Management L.P. | 0.06% | Add +41.1% | 431,392 | $26.0M |
| Verition Fund Management LLC | 0.13% | New | 427,305 | $25.8M |
| Capstone Investment Advisors, LLC | 0.31% | Add +17.0% | 399,539 | $24.1M |
| ADAPT Investment Managers SA | 11.09% | — | 395,233 | $23.9M |
| Rokos Capital Management LLP | 0.53% | Reduce -10.2% | 393,497 | $23.8M |
| First Financial Bankshares Inc | 0.51% | Reduce -0.6% | 387,001 | $23.4M |
| Holocene Advisors, LP | 0.08% | Reduce -27.1% | 385,627 | $23.3M |
| Huntington National Bank | 0.22% | Add +14.6% | 384,988 | $23.2M |
| Jefferies Financial Group Inc. | 0.26% | Reduce -25.6% | 367,370 | $22.2M |
| Raymond James Financial Inc. | 0.01% | — | 360,548 | $21.8M |
| BlackRock, Inc. | 0.00% | New | 346,603 | $20.9M |
| Terril Brothers, Inc. | 5.96% | Add +82.5% | 324,660 | $19.6M |
| DE Burlo Group Inc. | 2.37% | Add +46.7% | 294,800 | $17.8M |
| Rhino Investment Partners, Inc | 3.88% | New | 290,356 | $17.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +1334.1% | 282,944 | $17.1M |
| Ocean Park Asset Management, LLC | 0.57% | Add +33.0% | 276,744 | $16.7M |
| Parcion Private Wealth LLC | 1.23% | Add +6.4% | 266,690 | $16.1M |
| Gendell Jeffrey L | 0.49% | Reduce -62.2% | 258,409 | $15.6M |
| Main Management LLC | 1.27% | Add +9675.2% | 257,771 | $15.6M |
| DAVENPORT & Co LLC | 0.09% | New | 246,371 | $14.9M |
| Stifel Financial Corp. | 0.01% | Add +75.4% | 231,752 | $14.0M |
| Tocqueville Asset Management L.P. | 0.22% | Reduce -0.1% | 228,274 | $13.8M |
| Goodman Financial Corp | 2.94% | Reduce -38.6% | 228,042 | $13.8M |
| Parallax Volatility Advisers, L.P. | 0.34% | Reduce -83.6% | 220,063 | $13.3M |
| Bank of Montreal | 0.01% | Reduce -47.6% | 215,662 | $13.0M |
| Alyeska Investment Group, L.P. | 0.05% | New | 203,480 | $12.3M |
| One Capital Management, LLC | 0.40% | Reduce -4.1% | 200,285 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +48.2% | 196,013 | $11.8M |
| Truist Financial Corp. | 0.02% | Add +2.0% | 187,948 | $11.3M |
| Barclays PLC | 0.01% | Reduce -72.2% | 181,972 | $11.0M |
| Montag A & Associates Inc. | 0.52% | Reduce -0.7% | 181,685 | $11.0M |
| Walleye Capital LLC | 0.11% | Add +23.8% | 180,336 | $10.9M |
| Chicago Wealth Management, Inc. | 5.60% | Add +10.7% | 178,690 | $10.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 9.75% | No change | 174,383 | $10.5M |
| Alaska Permanent Fund Corp | 0.16% | Reduce -32.6% | 173,248 | $10.5M |
| Integrated Wealth Concepts LLC | 0.12% | Add +5.7% | 166,866 | $10.1M |
| Oak Harvest Investment Services | 1.40% | Add +57.9% | 166,618 | $10.1M |
| Soros Capital Management LLC | 1.57% | New | 166,200 | $10.0M |
| Perbak Capital Partners LLP | 5.32% | New | 165,127 | $10.0M |
| Lighthouse Investment Partners, LLC | 0.37% | Reduce -44.7% | 159,802 | $9.6M |
| NewSquare Capital LLC | 0.77% | Add +0.1% | 159,595 | $9.6M |
| Lingotto Investment Management LLP | 0.26% | New | 159,000 | $9.6M |
| SMI Advisory Services, LLC | 2.17% | Reduce -57.2% | 159,245 | $9.4M |
| Patten & Patten Inc. | 0.58% | Add +79.8% | 146,100 | $8.8M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +34.6% | 144,578 | $8.7M |
| Cetera Investment Advisers | 0.02% | Reduce -50.6% | 142,897 | $8.6M |
| Castleark Management LLC | 0.28% | New | 135,000 | $8.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +5.2% | 130,164 | $7.9M |
| Dupont Capital Management Corp. | 0.68% | New | 120,570 | $7.3M |
| Annandale Capital, LLC | 1.43% | Reduce -14.3% | 120,000 | $7.2M |
| CX Institutional | 0.29% | Reduce -1.7% | 119,135 | $7.2M |
| Parkside Investments, LLC | 1.03% | Add +0.4% | 113,740 | $6.9M |
| Caption Management, LLC | 0.28% | Reduce -90.2% | 110,700 | $6.7M |
| Graypoint LLC | 0.40% | Reduce -10.3% | 109,441 | $6.6M |
| Carnegie Investment Counsel | 0.19% | Reduce -7.5% | 108,951 | $6.6M |
| Venture Visionary Partners LLC | 0.28% | Add +1.2% | 108,185 | $6.5M |
| Adams Wealth Management | 1.24% | New | 107,765 | $6.5M |
| CacheTech Inc. | 1.22% | New | 107,765 | $6.5M |
| D. Scott Neal, Inc. | 3.56% | New | 107,501 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +23.9% | 105,881 | $6.4M |
| Oppenheimer & Co. Inc. | 0.09% | Add +4.7% | 103,908 | $6.3M |
| Private Advisory Group LLC | 0.69% | Add +133.6% | 101,754 | $6.1M |
| Members Advisory Group LLC | 2.50% | New | 101,066 | $6.1M |
| Arvest Bank Trust Division | 0.35% | Reduce -7.2% | 95,713 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.4% | 89,041 | $5.4M |
| Banque Pictet & Cie SA | 0.05% | New | 88,826 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.5% | 84,943 | $5.1M |
| Cerity Partners LLC | 0.01% | Add +2.8% | 84,748 | $5.1M |
| First Interstate Bank | 0.31% | New | 83,658 | $5.0M |
| Integrated Advisors Network LLC | 0.24% | Add +37.0% | 83,212 | $5.0M |
| Ulysses Management LLC | 1.12% | No change | 80,000 | $4.8M |
| Prescott Group Capital Management, L.L.C. | 0.66% | No change | 80,000 | $4.8M |
| Scholtz & Company, LLC | 2.30% | New | 79,689 | $4.8M |
| National Bank of Canada | 0.01% | Add +84.9% | 78,562 | $4.7M |
| Cibc World Market Inc. | 0.01% | Add +71.0% | 77,581 | $4.7M |
| Michelson Medical Research Foundation, Inc. | 3.90% | Reduce -32.8% | 77,100 | $4.7M |
| Country Club Bank | 0.31% | Reduce -1.3% | 76,193 | $4.6M |
| Cercano Management LLC | 0.12% | New | 75,718 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +21.4% | 70,576 | $4.5M |
| Brant Point Investment Management LLC | 1.07% | No change | 74,833 | $4.5M |
| Riggs Asset Managment Co. Inc. | 1.17% | Add +6052.3% | 72,782 | $4.4M |
| Quantbot Technologies LP | 0.16% | Add +908.1% | 72,597 | $4.4M |
| SG Capital Management LLC | 0.48% | New | 72,539 | $4.4M |
| Flputnam Investment Management Co. | 0.08% | Reduce -3.3% | 70,026 | $4.2M |
| New York Life Investment Management LLC | 0.04% | New | 69,298 | $4.2M |
| Fortis Group Advisors, LLC | 0.77% | New | 68,688 | $4.1M |
| Maven Securities LTD | 0.66% | Add +346.0% | 68,119 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -10.0% | 61,652 | $3.7M |
| Jump Financial, LLC | 0.08% | New | 61,618 | $3.7M |
| Blair William & Co. | 0.01% | Add +1690.1% | 61,526 | $3.7M |
| SAM Advisors, LLC | 1.33% | Reduce -1.3% | 61,037 | $3.7M |
| Bright Futures Wealth Management, LLC. | 3.28% | Reduce -24.5% | 57,328 | $3.6M |
| EJF Capital LP | 2.36% | New | 56,853 | $3.4M |
| Optiver Holding B.V. | 0.11% | New | 56,326 | $3.4M |
| Consolidated Investment Group LLC | 0.47% | No change | 55,700 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +276.3% | 54,426 | $3.3M |
| NTV Asset Management LLC | 0.42% | Add +2.5% | 53,251 | $3.2M |
| LMR Partners LLP | 0.07% | New | 53,190 | $3.2M |
| Altfest L J & Co. Inc. | 0.40% | Reduce -28.1% | 52,134 | $3.1M |
| Sowell Financial Services LLC | 0.16% | Reduce -0.6% | 50,670 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +178.0% | 49,524 | $3.0M |
| First American Bank | 0.21% | Add +95.8% | 49,442 | $3.0M |
| NBT Bank, N.A. | 0.20% | Reduce -1.0% | 48,069 | $2.9M |
| Cary Street Partners Financial LLC | 0.09% | — | 45,060 | $2.7M |
| EverSource Wealth Advisors, LLC | 0.15% | New | 44,697 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -45.4% | 44,344 | $2.7M |
| Independent Financial Group, LLC | 0.09% | Add +7.3% | 43,769 | $2.6M |
| Yarbrough Capital, LLC | 0.10% | No change | 43,363 | $2.6M |
| Millennium Management | 0.00% | Reduce -65.9% | 43,333 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +951.6% | 42,369 | $2.6M |
| Sandy Spring Bank | 0.10% | Reduce -3.6% | 41,833 | $2.5M |
| Greenland Capital Management LP | 0.49% | Add +124.1% | 40,283 | $2.4M |
| Game Plan Financial Advisors, LLC | 1.22% | Add +92.8% | 38,174 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +48.7% | 37,135 | $2.2M |
| 1248 Management, LLC | 0.96% | — | 37,078 | $2.2M |
| World Investment Advisors | 0.06% | Add +28.2% | 36,702 | $2.2M |
| Pinnacle Wealth Management, LLC | 2.44% | New | 36,291 | $2.2M |
| Proffitt & Goodson Inc. | 0.36% | Reduce -0.6% | 36,137 | $2.2M |
| Arvest Investments, Inc. | 0.35% | Reduce -9.4% | 35,984 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -61.3% | 35,464 | $2.1M |
| Synovus Financial Corp. | 0.03% | Reduce -50.3% | 35,084 | $2.1M |
| TFR Capital, LLC. | 1.03% | — | 34,482 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -6.3% | 34,109 | $2.1M |
| Shepherd Financial Partners LLC | 0.24% | Add +0.4% | 33,442 | $2.0M |
| Symmetry Investments LP | 0.12% | New | 33,200 | $2.0M |
| GAMCO Investors | 0.02% | Reduce -20.0% | 32,000 | $1.9M |
| Banco BTG Pactual S.A. | 0.45% | New | 32,000 | $1.9M |
| Calton & Associates, Inc. | 0.81% | Add +11.0% | 30,500 | $1.8M |
| Geneos Wealth Management Inc. | 0.06% | Add +1.8% | 30,259 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | New | 29,882 | $1.8M |
| CTC LLC | 0.18% | New | 29,811 | $1.8M |
| Cypress Capital Management LLC (WY) | 2.05% | New | 29,611 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +24889.0% | 29,487 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -44.6% | 28,967 | $1.7M |
| Eisler Capital Management Ltd. | 0.06% | — | 28,467 | $1.7M |
| Grandview Asset Management LLC | 0.60% | New | 27,015 | $1.6M |
| Rothschild Investment LLC | 0.11% | No change | 26,797 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +8.0% | 26,793 | $1.6M |
| Stephens Inc. | 0.02% | Add +2.9% | 26,525 | $1.6M |
| HSBC Holdings PLC | 0.00% | Reduce -32.6% | 26,210 | $1.6M |
| Empowered Funds, LLC | 0.02% | New | 25,691 | $1.6M |
| Cowa, LLC | 0.75% | Reduce -1.2% | 25,456 | $1.5M |
| Wolverine Trading, LLC | 0.03% | Add +28.4% | 25,019 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +40.4% | 24,805 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Add +580.4% | 24,278 | $1.5M |
| Berger Financial Group, Inc | 0.10% | Reduce -30.8% | 24,204 | $1.5M |
| Aragon Global Management, LP | 0.54% | New | 24,200 | $1.5M |
| Capital Investment Counsel, Inc | 0.21% | Reduce -18.9% | 23,523 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Reduce -2.3% | 23,226 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -49.1% | 22,883 | $1.4M |
| IFG Advisory, LLC | 0.08% | Add +72.8% | 22,840 | $1.4M |
| Wedmont Private Capital | 0.07% | New | 23,447 | $1.4M |
| Robinson Value Management, Ltd. | 0.89% | Reduce -9.4% | 22,391 | $1.4M |
| GTS Securities LLC | 0.07% | Reduce -67.7% | 22,223 | $1.3M |
| Franklin Resources Inc. | 0.00% | Reduce -12.0% | 22,000 | $1.3M |
| Kovack Advisors, Inc. | 0.13% | Reduce -9.3% | 21,927 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.8% | 21,607 | $1.3M |
| KG Capital Management | 0.42% | Add +0.5% | 21,477 | $1.3M |
| Mariner, LLC | 0.00% | Add +4.3% | 21,437 | $1.3M |
| Intrepid Financial Planning Group LLC | 0.55% | Reduce -2.5% | 21,430 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +24.2% | 21,139 | $1.3M |
| Skylands Capital, LLC | 0.18% | New | 21,100 | $1.3M |
| Nkcfo LLC | 0.56% | New | 21,000 | $1.3M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -38.8% | 20,800 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | No change | 20,718 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | New | 20,328 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce 0.0% | 20,160 | $1.2M |
| Harbour Trust & Investment Management Co | 0.13% | Reduce -1.7% | 19,597 | $1.2M |
| Taylor & Morgan Wealth Management, LLC | 0.83% | Reduce -21.5% | 19,505 | $1.2M |
| Simplex Trading, LLC | 0.03% | New | 19,067 | $1.1M |
| Prudent Man Advisors, LLC | 0.42% | Reduce -10.0% | 18,997 | $1.1M |
| SOL Capital Management CO | 0.13% | No change | 18,790 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.49% | Add +2.0% | 18,300 | $1.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.03% | No change | 18,022 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -22.7% | 17,532 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.7% | 17,427 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 17,129 | $1.0M |
| IFP Advisors, Inc | 0.03% | Add +9.0% | 17,010 | $1.0M |
| City Holding Co. | 0.15% | Reduce -17.2% | 16,989 | $1.0M |
| James Investment Research, Inc. | 0.12% | Reduce -2.2% | 16,901 | $1.0M |
| Credit Agricole S A | 0.00% | Add +0.5% | 16,805 | $1.0M |
| Sig Brokerage, LP | 0.47% | — | 16,772 | $1.0M |
| TD Asset Management Inc | 0.00% | No change | 16,493 | $995K |
| Leuthold Group, LLC | 0.12% | Reduce -14.0% | 16,473 | $994K |
| 1858 Wealth Management, LLC | 0.79% | Add +7.6% | 16,444 | $992K |
| Benchmark Investment Advisors LLC | 0.63% | Add +1.6% | 16,143 | $974K |
| Connective Portfolio Management, LLC | 1.44% | New | 16,000 | $966K |
| Tidal Investments LLC | 0.01% | New | 15,800 | $954K |
| Jones Financial Companies LLLP | 0.00% | Add +192.2% | 15,371 | $928K |
| IHT Wealth Management, LLC | 0.03% | Add +46.0% | 15,040 | $908K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +50.0% | 14,973 | $904K |
| Group One Trading LLC | 0.03% | New | 14,874 | $898K |
| Global Retirement Partners, LLC | 0.03% | Add +22.8% | 14,806 | $894K |
| Institute for Wealth Management, LLC. | 0.11% | Add +3.1% | 14,780 | $892K |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.1% | 14,696 | $887K |
| Mutual Advisors, LLC | 0.03% | Add +3.2% | 13,935 | $866K |
| LJI Wealth Management, LLC | 0.17% | Reduce -14.5% | 14,298 | $863K |
| Focus Financial Network, Inc. | 0.03% | New | 14,278 | $862K |
| Avondale Wealth Management | 0.53% | Reduce -26.0% | 13,800 | $833K |
| Independent Advisor Alliance | 0.01% | New | 13,638 | $823K |
| Silver Oak Securities, Incorporated | 0.08% | Add +243.8% | 13,570 | $820K |
| Caprock Group, LLC | 0.03% | New | 13,455 | $812K |
| US Bancorp \de | 0.00% | Add +33.1% | 13,132 | $793K |
| Fifth Lane Capital, LP | 2.36% | New | 13,031 | $786K |
| Creative Planning | 0.00% | Add +1.7% | 12,985 | $784K |
| White Pine Capital LLC | 0.26% | Reduce -2.8% | 12,960 | $782K |
| Centaurus Financial, Inc. | 0.05% | Add +27.6% | 12,578 | $759K |
| Black Maple Capital Management LP | 0.57% | Add +13.6% | 12,500 | $754K |
| Quintet Private Bank (Europe) S.A. | 0.04% | New | 12,342 | $745K |
| SPC Financial, Inc. | 0.06% | Reduce -2.4% | 12,200 | $736K |
| North Star Asset Management Inc. | 0.03% | Reduce -3.2% | 11,997 | $724K |
| Kestra Advisory Services, LLC | 0.00% | Add +27.4% | 11,831 | $714K |
| Strive Asset Management, LLC | 0.53% | — | 11,708 | $707K |
| Millennium Capital Advisors, LLC | 0.48% | Add +0.1% | 11,592 | $700K |
| Prospera Financial Services Inc | 0.02% | Add +29.7% | 11,538 | $697K |
| Atria Investments, Inc | 0.01% | New | 11,280 | $681K |
| Corient Private Wealth LP | 0.00% | Reduce -26.8% | 11,201 | $676K |
| Barometer Capital Management Inc. | 0.27% | New | 11,140 | $672K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +25.4% | 11,096 | $670K |
| Citizens Financial Group Inc. | 0.01% | Reduce -41.0% | 11,066 | $668K |
| Horizon Family Wealth, Inc. | 0.43% | New | 10,822 | $653K |
| Atom Investors LP | 0.08% | Reduce -86.2% | 10,814 | $653K |
| Arkadios Wealth Advisors | 0.04% | Add +14.2% | 10,695 | $645K |
| Gries Financial LLC | 0.11% | New | 10,615 | $641K |
| Salem Investment Counselors Inc. | 0.02% | No change | 10,552 | $637K |
| Savant Capital, LLC | 0.00% | Add +0.8% | 10,289 | $621K |
| Wolverine Asset Management LLC | 0.05% | Reduce -61.5% | 10,131 | $611K |
| Jupiter Wealth Management LLC | 0.30% | New | 10,000 | $604K |
| Juncture Wealth Strategies, LLC | 0.22% | New | 9,668 | $583K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -75.2% | 9,628 | $581K |
| DRW Securities, LLC | 0.04% | Reduce -93.8% | 9,379 | $566K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,207 | $556K |
| Summit Securities Group LLC | 0.21% | New | 9,100 | $549K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.2% | 9,025 | $545K |
| GFG Capital, LLC | 0.15% | New | 8,944 | $540K |
| Waverly Advisors, LLC | 0.01% | Add +11.3% | 8,926 | $539K |
| XML Financial, LLC | 0.05% | Add +0.6% | 8,814 | $532K |
| Viewpoint Capital Management LLC | 0.28% | No change | 8,810 | $532K |
| Stableford Capital II LLC | 0.21% | Reduce -6.4% | 8,782 | $530K |
| Wealthfront Advisers LLC | 0.00% | Add +10.9% | 8,547 | $516K |
| Simon Quick Advisors, LLC | 0.03% | No change | 8,500 | $513K |
| GFS Advisors, LLC | 0.08% | Add +0.9% | 8,475 | $511K |
| HBW Advisory Services LLC | 0.05% | Add +21.4% | 8,373 | $505K |
| Blue Capital, Inc. | 0.35% | — | 8,325 | $502K |
| Sage Capital Management, LLC | 0.25% | Reduce -0.3% | 8,259 | $498K |
| Meriwether Wealth & Planning, LLC | 0.35% | — | 8,218 | $496K |
| Apexium Financial, LP | 0.03% | Add +0.5% | 8,032 | $485K |
| Focus Partners Wealth | 0.00% | New | 8,017 | $484K |
| Flagship Private Wealth, LLC | 0.23% | New | 8,007 | $483K |
| Carr Financial Group Corp | 0.15% | New | 8,000 | $483K |
| Integrity Alliance, Llc. | 0.05% | — | 7,930 | $479K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -50.6% | 7,923 | $478K |
| Grassi Investment Management | 0.04% | Reduce -75.7% | 7,800 | $471K |
| Comerica Bank | 0.00% | Add +11.7% | 7,668 | $463K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -1.3% | 7,578 | $457K |
| Detalus Advisors, LLC | 0.15% | No change | 7,400 | $447K |
| Pinnacle Family Advisors, LLC | 0.21% | Add +0.8% | 7,360 | $444K |
| Hamel Associates, Inc. | 0.14% | No change | 7,250 | $438K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -18.2% | 7,225 | $436K |
| GM Advisory Group, LLC | 0.02% | Add +6.7% | 7,205 | $435K |
| Bremer Bank National Association | 0.09% | Reduce -97.2% | 7,160 | $432K |
| Wealth Forward, LLC | 0.30% | Reduce -10.1% | 7,117 | $430K |
| Northern Trust Corp. | 0.00% | No change | 7,090 | $428K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -73.7% | 7,000 | $422K |
| FMR LLC | 0.00% | Reduce -16.6% | 6,984 | $421K |
| WESPAC Advisors, LLC | 0.31% | New | 6,933 | $418K |
| Kazazian Asset Management, LLC | 0.33% | — | 6,845 | $413K |
| Quantum Portfolio Management LLC | 0.22% | New | 6,835 | $412K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -9.8% | 6,806 | $411K |
| Narus Financial Partners, LLC | 0.14% | New | 6,775 | $409K |
| Toth Financial Advisory Corp. | 0.05% | Add +56.9% | 6,700 | $404K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -10.4% | 6,659 | $402K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 6,579 | $397K |
| NorthCoast Asset Management LLC | 0.00% | Add +19.0% | 6,574 | $397K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +20.9% | 6,446 | $389K |
| M&T Bank Corp | 0.00% | New | 6,391 | $386K |
| Madison Wealth Partners, Inc | 0.11% | Add +0.0% | 6,377 | $385K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 6,314 | $381K |
| Daymark Wealth Partners, LLC | 0.02% | New | 6,304 | $380K |
| Lansing Street Advisors | 0.13% | New | 6,296 | $380K |
| Sigma Planning Corp | 0.01% | Add +68.8% | 6,283 | $379K |
| Capital Analysts, LLC | 0.02% | Add +0.6% | 6,265 | $378K |
| Guerra Pan Advisors, LLC | 0.27% | New | 6,219 | $375K |
| First Bancorp, Inc | 0.26% | No change | 6,194 | $374K |
| Samalin Investment Counsel, LLC | 0.16% | Add +0.6% | 6,193 | $374K |
| Accel Wealth Management | 0.14% | New | 6,129 | $370K |
| Retirement Planning Co of New England, Inc. | 0.18% | Add +0.3% | 6,110 | $369K |
| Simmons Bank | 0.03% | Add +0.2% | 6,104 | $368K |
| Maxi Investments CY Ltd | 0.07% | New | 6,050 | $365K |
| Principal Securities, Inc. | 0.01% | Add +5.0% | 6,035 | $364K |
| CI Investments Inc. | 0.00% | No change | 6,036 | $364K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 6,000 | $362K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,960 | $358K |
| KWB Wealth | 0.04% | Reduce -27.6% | 6,307 | $357K |
| MAI Capital Management | 0.00% | Add +0.4% | 5,906 | $356K |
| Cascade Financial Partners, LLC | 0.05% | Add +7.3% | 5,878 | $355K |
| FNY Investment Advisers, LLC | 0.19% | New | 5,860 | $353K |
| Duncker Streett & Co. Inc. | 0.07% | Reduce -14.7% | 5,820 | $351K |
| Absolute Gestao de Investimentos Ltda. | 0.15% | New | 5,770 | $348K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -46.0% | 5,727 | $346K |
| McDaniel Terry & Co. | 0.03% | No change | 5,638 | $340K |
| Formidable Asset Management, LLC | 0.05% | No change | 5,500 | $332K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.5% | 5,489 | $331K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 5,465 | $330K |
| Equitable Holdings, Inc. | 0.00% | Add +16.9% | 5,452 | $329K |
| Sanders Morris Harris LLC | 0.05% | No change | 5,433 | $328K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +156.8% | 5,405 | $326K |
| Hickory Point Bank & Trust | 0.29% | — | 5,400 | $326K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.9% | 5,390 | $325K |
| CM Wealth Advisors LLC | 0.10% | No change | 5,288 | $319K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 5,233 | $316K |
| Apollon Wealth Management, LLC | 0.01% | New | 5,211 | $314K |
| Keystone Financial Group | 0.03% | Add +19.9% | 4,989 | $304K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 5,000 | $302K |
| Edgestream Partners, L.P. | 0.01% | New | 4,895 | $295K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,866 | $294K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +18.5% | 4,805 | $290K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 4,688 | $283K |
| Composition Wealth, LLC | 0.01% | Reduce -26.8% | 4,599 | $278K |
| KCM Investment Advisors LLC | 0.01% | New | 4,575 | $276K |
| Eldridge Investment Advisors, Inc. | 0.06% | No change | 4,575 | $276K |
| Viawealth, LLC | 0.16% | Reduce -7.6% | 4,518 | $273K |
| Journey Strategic Wealth LLC | 0.01% | New | 4,429 | $267K |
| Moors & Cabot, Inc. | 0.01% | Reduce -1.1% | 4,376 | $264K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -25.7% | 4,330 | $261K |
| John G Ullman & Associates Inc. | 0.04% | No change | 4,300 | $260K |
| Trust Co. of Toledo NA | 0.03% | Add +4.7% | 4,299 | $259K |
| Magnus Financial Group LLC | 0.02% | New | 4,238 | $256K |
| Whitener Capital Management, Inc. | 0.07% | Reduce -33.8% | 4,215 | $254K |
| Mgo One Seven LLC | 0.01% | Add +5.0% | 4,178 | $252K |
| Diversify Advisory Services, LLC | 0.01% | Add +26.3% | 4,318 | $252K |
| Delta Financial Group, Inc. | 0.06% | Add +3.0% | 4,129 | $249K |
| Holderness Investments Co. | 0.05% | New | 4,125 | $249K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.5% | 4,122 | $249K |
| Chilton Investment Co. Inc. | 0.01% | New | 4,098 | $247K |
| Capital Square, LLC | 0.14% | Reduce -1.2% | 3,877 | $246K |
| Parallel Advisors, LLC | 0.01% | Reduce -21.8% | 4,057 | $245K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -4.0% | 4,041 | $244K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 4,027 | $243K |
| Farmers Trust Co. | 0.04% | No change | 3,989 | $241K |
| &partners | 0.00% | New | 3,955 | $239K |
| Rockingstone Advisors LLC | 0.11% | New | 3,950 | $238K |
| Elevation Wealth Partners, LLC | 0.10% | No change | 3,950 | $238K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.9% | 3,891 | $235K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,870 | $234K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 3,866 | $233K |
| Arete Wealth Advisors, LLC | 0.02% | New | 3,867 | $233K |
| Baird Financial Group, Inc. | 0.00% | New | 3,844 | $232K |
| GeoWealth Management, LLC | 0.01% | No change | 3,828 | $231K |
| Engineers Gate Manager LP | 0.00% | New | 3,824 | $231K |
| Kolinsky Wealth Management, LLC | 0.14% | No change | 3,807 | $230K |
| Titleist Asset Management, LLC | 0.03% | New | 3,774 | $228K |
| BlackDiamond Wealth Management, LLC | 0.13% | Reduce -9.3% | 3,744 | $226K |
| Berkeley Capital Partners, LLC | 0.06% | New | 3,730 | $225K |
| Financial Counselors Inc. | 0.00% | Add +2.0% | 3,725 | $225K |
| Carl P. Sherr & Co., LLC | 0.12% | Reduce -0.0% | 3,721 | $225K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -7.8% | 3,699 | $223K |
| IPG Investment Advisors LLC | 0.05% | New | 3,676 | $222K |
| Blue Sky Capital Consultants Group, Inc. | 0.13% | — | 3,672 | $222K |
| Courier Capital LLC | 0.02% | Reduce -0.4% | 3,653 | $220K |
| Whittier Trust Co. | 0.00% | Add +441.6% | 3,618 | $218K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 3,600 | $217K |
| Next Level Private LLC | 0.09% | No change | 3,556 | $215K |
| Itau Unibanco Holding S.A. | 0.01% | Reduce -94.6% | 3,552 | $214K |
| Vectors Research Management, LLC | 0.07% | New | 3,480 | $210K |
| RB Capital Management, LLC | 0.05% | New | 3,416 | $206K |
| Picton Mahoney Asset Management | 0.01% | New | 3,400 | $206K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,406 | $205K |
| Global Wealth Management, LLC | 0.13% | New | 3,374 | $204K |
| Wedbush Securities Inc. | 0.01% | Reduce -40.7% | 3,367 | $203K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -56.8% | 3,326 | $201K |
| MGB Wealth Management, LLC | 0.06% | Reduce -2.8% | 3,286 | $198K |
| Murphy & Mullick Capital Management Corp | 0.18% | — | 3,286 | $198K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,167 | $191K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.7% | 3,159 | $191K |
| Crews Bank & Trust | 0.03% | — | 3,110 | $188K |
| North Star Investment Management Corp. | 0.01% | Reduce -97.0% | 3,107 | $188K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 2,999 | $181K |
| Valley National Advisers Inc. | 0.03% | Add +135.9% | 2,982 | $179K |
| AE Wealth Management LLC | 0.00% | New | 2,930 | $177K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 2,672 | $161K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,610 | $158K |
| Register Financial Advisors LLC | 0.08% | Reduce -1.9% | 2,570 | $155K |
| Advantage Trust Co | 0.09% | No change | 2,500 | $151K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,450 | $148K |
| HM Payson & Co. | 0.00% | No change | 2,300 | $139K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +57.8% | 2,140 | $129K |
| Horrell Capital Management, Inc. | 0.04% | New | 2,137 | $129K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -47.8% | 2,106 | $127K |
| Stonebridge Financial Group, LLC | 0.01% | — | 2,104 | $127K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,000 | $121K |
| Missouri Trust & Investment Co | 0.04% | Reduce -12.3% | 1,930 | $116K |
| CENTRAL TRUST Co | 0.00% | Add +28.6% | 1,923 | $116K |
| Key Financial Inc | 0.03% | Add +3.0% | 1,915 | $116K |
| Western Pacific Wealth Management, LP | 0.09% | No change | 1,849 | $112K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -33.6% | 1,817 | $110K |
| Friedenthal Financial | 0.06% | Reduce -14.8% | 1,800 | $109K |
| City State Bank | 0.04% | No change | 1,800 | $109K |
| Tompkins Financial Corp. | 0.01% | No change | 1,800 | $109K |
| Cwm, LLC | 0.00% | Add +9.7% | 1,794 | $108K |
| Allworth Financial LP | 0.00% | Add +97.6% | 1,701 | $107K |
| Nemes Rush Group LLC | 0.01% | No change | 1,775 | $107K |
| MPWM Advisory Solutions, LLC | 0.07% | — | 1,684 | $102K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 1,645 | $99K |
| Harbor Investment Advisory, LLC | 0.01% | Add +50.0% | 1,500 | $91K |
| Ransom Advisory, Ltd | 0.04% | No change | 1,450 | $88K |
| West Paces Advisors Inc. | 0.02% | No change | 1,440 | $87K |
| DT Investment Partners, LLC | 0.01% | No change | 1,400 | $84K |
| Clearstead Advisors, LLC | 0.00% | Reduce -44.0% | 1,306 | $79K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +25.7% | 1,246 | $75K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,210 | $73K |
| Founders Financial Alliance, LLC | 0.02% | No change | 1,200 | $72K |
| Fourth Dimension Wealth, LLC | 0.04% | — | 1,161 | $70K |
| Caxton Associates LP | 0.00% | New | 1,109 | $67K |
| New Wave Wealth Advisors LLC | 0.03% | New | 1,108 | $67K |
| Element Wealth, LLC | 0.03% | Reduce -8.5% | 1,072 | $65K |
| Versant Capital Management, Inc | 0.01% | No change | 1,000 | $60K |
| Glenmede Trust Co. NA | 0.00% | Reduce -77.9% | 1,000 | $60K |
| NFSG Corp | 0.02% | Reduce -0.2% | 994 | $60K |
| JFS Wealth Advisors, LLC | 0.00% | Add +295.4% | 945 | $57K |
| Horizon Investments, LLC | 0.00% | Reduce -99.8% | 935 | $56K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 904 | $55K |
| Lee Danner & Bass Inc. | 0.00% | New | 900 | $54K |
| Johnson Financial Group, Inc. | 0.00% | Add +14.3% | 800 | $51K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 820 | $49K |
| Wintrust Investments LLC | 0.04% | Reduce -71.9% | 783 | $47K |
| Ingalls & Snyder LLC | 0.00% | No change | 715 | $43K |
| Fifth Third Bancorp | 0.00% | Reduce -71.0% | 701 | $42K |
| Longview Financial Advisors LLC | 0.03% | — | 700 | $42K |
| Investors Research Corp | 0.01% | No change | 666 | $40K |
| Ancora Advisors LLC | 0.00% | Reduce -13.3% | 650 | $39K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 614 | $37K |
| Bollard Group LLC | 0.00% | Add +0.8% | 618 | $37K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 596 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 567 | $34K |
| AlphaMark Advisors, LLC | 0.01% | No change | 550 | $33K |
| Heck Capital Advisors, LLC | 0.00% | New | 533 | $32K |
| Future Financial Wealth Managment LLC | 0.02% | Reduce -48.5% | 531 | $32K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 529 | $32K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 500 | $30K |
| Legend Financial Advisors, Inc. | 0.02% | Add +16.9% | 491 | $30K |
| Private Capital Management LLC | 0.01% | Reduce -86.5% | 480 | $29K |
| Valley Wealth Managers, Inc. | 0.00% | Add +22750.0% | 457 | $28K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 453 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.2% | 443 | $27K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 435 | $26K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 413 | $25K |
| Global Trust Asset Management, LLC | 0.01% | No change | 400 | $24K |
| TCTC Holdings, LLC | 0.00% | No change | 400 | $24K |
| Larson Financial Group LLC | 0.00% | Reduce -61.6% | 390 | $24K |
| Beacon Capital Management, LLC | 0.00% | Add +0.3% | 384 | $23K |
| Pineridge Advisors LLC | 0.01% | Reduce -99.6% | 379 | $23K |
| Adirondack Trust Co. | 0.01% | Add +400.0% | 375 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 360 | $22K |
| Spire Wealth Management | 0.00% | No change | 349 | $21K |
| Realta Investment Advisors | 0.01% | Reduce -97.2% | 300 | $18K |
| Oarsman Capital, Inc. | 0.00% | Reduce -25.0% | 300 | $18K |
| Laurel Wealth Advisors LLC | 0.00% | New | 300 | $18K |
| United Community Bank | 0.01% | New | 294 | $18K |
| Optimum Investment Advisors | 0.01% | No change | 290 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 280 | $17K |
| Golden State Wealth Management, LLC | 0.00% | — | 275 | $17K |
| PSI Advisors, LLC | 0.00% | Add +37.5% | 275 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 259 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.8% | 251 | $15K |
| Winch Advisory Services, LLC | 0.00% | Reduce -65.3% | 249 | $15K |
| Cardinal Strategic Wealth Guidance | 0.00% | New | 239 | $14K |
| Financially Speaking Inc | 0.01% | — | 236 | $14K |
| Hollencrest Capital Management | 0.00% | New | 231 | $14K |
| Arax Advisory Partners | 0.00% | Add +0.4% | 229 | $14K |
| Runnymede Capital Advisors, Inc. | 0.01% | — | 215 | $13K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.4% | 213 | $13K |
| HighMark Wealth Management LLC | 0.01% | Add +0.5% | 204 | $12K |
| Assetmark, Inc. | 0.00% | Add +426.3% | 200 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 191 | $12K |
| Horizon Bancorp Inc. | 0.01% | No change | 176 | $11K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 180 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -97.2% | 161 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 150 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 130 | $8K |
| Painted Porch Advisors LLC | 0.00% | Add +0.8% | 127 | $8K |
| Mather Group, Llc. | 0.00% | No change | 125 | $8K |
| Fairscale Capital, LLC | 0.01% | No change | 110 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 110 | $7K |
| Financial Freedom, LLC | 0.00% | Add +0.9% | 106 | $6K |
| Byrne Asset Management LLC | 0.00% | New | 100 | $6K |
| Rogco, LP | 0.00% | No change | 100 | $6K |
| Citadel Advisors | 0.00% | Reduce -100.0% | 100 | $6K |
| Coston, McIsaac & Partners | 0.00% | New | 100 | $6K |
| New Republic Capital, LLC | 0.00% | No change | 82 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +16.4% | 78 | $5K |
| Orion Capital Management LLC | 0.00% | New | 76 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 73 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 72 | $4K |
| Pacifica Partners Inc. | 0.00% | Reduce -22.2% | 70 | $4K |
| Morling Financial Advisors, LLC | 0.00% | New | 60 | $4K |
| Financial Connections Group, Inc. | 0.00% | New | 62 | $3K |
| Elequin Capital, LP | 0.00% | New | 45 | $3K |
| Howe & Rusling Inc. | 0.00% | New | 43 | $3K |
| Copia Wealth Management | 0.00% | — | 43 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 39 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 37 | $2K |
| Transce3nd, LLC | 0.00% | — | 35 | $2K |
| Activest Wealth Management | 0.00% | No change | 34 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 26 | $2K |
| Kiker Wealth Management, LLC | 0.00% | — | 32 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 30 | $2K |
| Private Trust Co. NA | 0.00% | New | 30 | $2K |
| Bokf, NA | 0.00% | No change | 30 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 28 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 23 | $1K |
| Global Financial Private Client, LLC | 0.00% | No change | 23 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 24 | $1K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 17 | $966 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 10 | $604 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 9 | $543 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 6 | $383 |
| Lanark Financial, Inc. | 0.03% | — | 6 | $373 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 6 | $363 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $68 |
| Tsfg, LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is KRE's weight in each manager's 13F, not the share of SS SPDR S&P Regional Bank the manager owns.