SS SPDR S&P Regional BankKREETF
13F holders, Q2 2026 (June 30)547holders +38
92new positions
56sold out
7famous investors
$74.83avg. 13F price*
At the end of Q2 2026, 547 institutions reported holding SS SPDR S&P Regional Bank (KRE) in their 13F filings, up 38 from Q1 2026. 92 opened new positions and 56 sold out. The largest holders were Goldman Sachs Group Inc. ($988.2M), Morgan Stanley ($912.3M) and Healthcare of Ontario Pension Plan Trust Fund ($786.2M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- SS SPDR S&P Regional Bank
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $371.7M |
| Exits | 56 | $118.8M |
All 13F filers, Q1 2026 → Q2 2026: 17,748,624 shares bought and 28,643,584 shares sold, net −10,894,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 547 holders
| Goldman Sachs Group Inc. | 0.10% | Reduce -43.8% | 13,201,780 | $988.2M |
| Morgan Stanley | 0.05% | Reduce -25.0% | 12,188,686 | $912.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.13% | Add +39.8% | 10,504,000 | $786.2M |
| Citigroup Inc. | 0.23% | Reduce -23.6% | 6,651,077 | $497.8M |
| Bank of America Corp. | 0.02% | Reduce -19.9% | 3,818,374 | $285.8M |
| Bank of Montreal | 0.10% | Reduce -0.1% | 3,568,740 | $267.1M |
| Menora Mivtachim Holdings LTD. | 0.97% | Add +52.0% | 3,318,000 | $248.4M |
| Wells Fargo & Company | 0.04% | Reduce -37.9% | 3,227,625 | $241.6M |
| UBS Group AG | 0.04% | Add +54.3% | 3,107,724 | $232.6M |
| Two Sigma Investments, LP | 0.16% | Add +7.8% | 2,711,300 | $202.9M |
| Susquehanna International Group, LLP | 0.15% | Reduce -33.6% | 2,212,799 | $165.6M |
| Bessemer Group Inc. | 0.22% | Reduce -5.2% | 2,147,844 | $160.8M |
| Brevan Howard Capital Management LP | 2.19% | Add +12702.1% | 1,978,054 | $148.1M |
| LPL Financial LLC | 0.03% | Add +36.3% | 1,851,280 | $138.6M |
| Crake Asset Management LLP | 3.13% | No change | 1,750,000 | $131.0M |
| Fiduciary Trust Co | 1.25% | Add +19.5% | 1,538,563 | $115.2M |
| TD Asset Management Inc | 0.09% | Add +142.7% | 1,346,182 | $100.8M |
| JPMorgan Chase & Co. | 0.01% | Add +2941.7% | 1,290,450 | $96.5M |
| Clal Insurance Enterprises Holdings Ltd | 0.43% | No change | 1,280,000 | $95.8M |
| Barclays PLC | 0.03% | Reduce -47.9% | 1,231,581 | $92.2M |
| Kapitalo Investimentos Ltda | 5.92% | New | 1,006,900 | $75.4M |
| FIL Ltd | 0.04% | Reduce -2.5% | 813,543 | $60.9M |
| Toronto Dominion Bank | 0.10% | Add +1.8% | 804,101 | $60.2M |
| Verition Fund Management LLC | 0.42% | Add +18.3% | 735,334 | $55.0M |
| Royal Bank of Canada | 0.01% | Reduce -22.0% | 687,030 | $51.4M |
| Jane Street Group, LLC | 0.03% | Add +27.9% | 633,968 | $47.5M |
| Ameriprise Financial Inc. | 0.01% | Add +11.2% | 608,990 | $45.6M |
| IMC-Chicago, LLC | 0.39% | Add +164.2% | 568,491 | $42.6M |
| Trust Point Inc. | 3.55% | Add +4.0% | 558,058 | $41.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.1% | 557,900 | $41.8M |
| First Financial Bankshares Inc | 0.67% | Add +2.6% | 481,339 | $36.0M |
| Huntington National Bank | 0.23% | Add +1.2% | 471,154 | $35.3M |
| Renaissance Technologies | 0.05% | Add +230.8% | 469,373 | $35.1M |
| Horizon Investments, LLC | 0.38% | Add +29.5% | 465,687 | $34.9M |
| Quantitative Investment Management, LLC | 3.63% | New | 444,460 | $33.3M |
| Qube Research & Technologies Ltd | 0.03% | New | 418,985 | $31.4M |
| Caption Management, LLC | 1.08% | New | 394,944 | $29.6M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -22.7% | 391,022 | $29.3M |
| Squarepoint Ops LLC | 0.05% | New | 342,307 | $25.6M |
| Interval Partners, LP | 0.81% | Add +96.4% | 338,280 | $25.3M |
| Jefferies Financial Group Inc. | 0.24% | Reduce -15.5% | 337,951 | $25.3M |
| BlackRock, Inc. | 0.00% | Reduce -7.9% | 337,746 | $25.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.7% | 272,354 | $20.4M |
| Graham Capital Management, L.P. | 0.78% | Add +436.0% | 268,000 | $20.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +83.2% | 256,477 | $19.2M |
| SG Americas Securities, LLC | 0.01% | Reduce -0.8% | 255,125 | $19.1M |
| Insight Wealth Strategies, LLC | 1.84% | New | 247,026 | $18.8M |
| Truist Financial Corp. | 0.02% | Reduce -1.8% | 243,444 | $18.2M |
| Curi Capital, LLC | 0.28% | Reduce -24.0% | 239,556 | $17.9M |
| First Eagle Investment Management, LLC | 0.03% | Add +34.3% | 236,569 | $17.7M |
| University of Illinois Foundation | 3.05% | New | 227,780 | $17.0M |
| Stifel Financial Corp. | 0.01% | Reduce -10.8% | 213,704 | $16.0M |
| Itau Unibanco Holding S.A. | 0.31% | New | 208,089 | $15.6M |
| Patten & Patten Inc. | 0.79% | Add +0.3% | 198,510 | $14.9M |
| Carrera Capital Advisors | 2.19% | Add +1.6% | 197,820 | $14.8M |
| Cullen/Frost Bankers, Inc. | 0.15% | Add +3.9% | 197,756 | $14.8M |
| New Harbor Financial Group, LLC | 2.32% | New | 195,047 | $14.6M |
| Agave Capital Management Ltd | 1.58% | Add +1.8% | 193,526 | $14.5M |
| Capital Fund Management S.A. | 0.10% | Reduce -14.8% | 193,109 | $14.5M |
| Cetera Investment Advisers | 0.01% | Reduce -29.5% | 192,571 | $14.4M |
| Hudson Bay Capital Management LP | 0.08% | Reduce -16.2% | 190,676 | $14.3M |
| Tidal Investments LLC | 0.03% | Add +279.3% | 185,869 | $13.9M |
| Integrated Wealth Concepts LLC | 0.09% | Add +5.5% | 182,769 | $13.7M |
| D. E. Shaw & Co. | 0.01% | New | 177,296 | $13.3M |
| Point72 Asset Management | 0.02% | New | 176,300 | $13.2M |
| Community Trust & Investment Co. | 0.67% | Reduce -1.0% | 173,366 | $13.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.08% | Add +44.8% | 161,987 | $12.1M |
| Altfest L J & Co. Inc. | 1.17% | Reduce -12.3% | 161,570 | $12.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.3% | 155,167 | $11.6M |
| Banco BTG Pactual S.A. | 1.49% | No change | 150,000 | $11.2M |
| Capula Management Ltd | 0.05% | Add +139.5% | 147,388 | $11.0M |
| Simplex Trading, LLC | 0.27% | New | 139,288 | $10.4M |
| Riggs Asset Managment Co. Inc. | 1.81% | Add +261.5% | 135,570 | $10.1M |
| Venture Visionary Partners LLC | 0.27% | Add +11.1% | 130,371 | $9.8M |
| Valley Wealth Managers, Inc. | 0.56% | Reduce -7.0% | 128,780 | $9.6M |
| Cibc World Market Inc. | 0.02% | Reduce -41.7% | 126,552 | $9.5M |
| NewSquare Capital LLC | 0.69% | Add +4.3% | 124,185 | $9.3M |
| Strategic Wealth Partners, Ltd. | 0.57% | Reduce -1.2% | 124,056 | $9.3M |
| Parkside Investments, LLC | 1.00% | Reduce -1.2% | 121,086 | $9.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 115,879 | $8.7M |
| Brick & Kyle, Associates | 2.83% | No change | 131,601 | $8.6M |
| Y-Intercept (Hong Kong) Ltd | 0.16% | Add +1663.7% | 109,120 | $8.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.1% | 107,675 | $8.1M |
| OPTIMAS CAPITAL Ltd | 12.00% | New | 104,200 | $7.8M |
| Prescott Group Capital Management, L.L.C. | 0.67% | No change | 103,492 | $7.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 103,217 | $7.7M |
| Cerity Partners LLC | 0.01% | Add +5.7% | 100,699 | $7.5M |
| Capstone Investment Advisors, LLC | 0.07% | Reduce -74.4% | 97,629 | $7.3M |
| Walleye Capital LLC | 0.04% | Add +8.9% | 97,164 | $7.3M |
| Rosenthal | Henry Capital Advisors, Inc. | 6.24% | Reduce -27.6% | 95,280 | $7.1M |
| SG Capital Management LLC | 0.63% | Reduce -45.2% | 93,482 | $7.0M |
| Eldridge Investment Advisors, Inc. | 1.27% | Add +5.9% | 85,418 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +0.5% | 78,119 | $5.8M |
| IAM Advisory, LLC | 1.14% | Add +6.6% | 77,844 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -43.4% | 75,821 | $5.7M |
| Millennium Management | 0.00% | New | 71,700 | $5.4M |
| First Interstate Bank | 0.28% | Reduce -2.0% | 70,749 | $5.3M |
| Aster Capital Management (DIFC) Ltd | 1.12% | New | 70,410 | $5.3M |
| Annandale Capital, LLC | 0.77% | Reduce -7.6% | 69,300 | $5.2M |
| Jain Global LLC | 0.07% | Reduce -83.0% | 68,327 | $5.1M |
| SAM Advisors, LLC | 1.31% | Add +1.8% | 63,984 | $4.8M |
| Captrust Financial Advisors | 0.01% | Reduce -58.2% | 63,817 | $4.8M |
| Michelson Medical Research Foundation, Inc. | 4.39% | No change | 63,510 | $4.8M |
| Brant Point Investment Management LLC | 1.03% | No change | 61,858 | $4.6M |
| North Star Investment Management Corp. | 0.25% | Add +3.0% | 61,284 | $4.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.3% | 61,247 | $4.6M |
| First American Bank | 0.24% | Reduce -13.5% | 56,964 | $4.3M |
| National Bank of Canada | 0.00% | Add +329.3% | 56,300 | $4.2M |
| Lumbard & Kellner, LLC | 1.25% | Add +0.6% | 55,017 | $4.1M |
| Genesee Capital Advisors, LLC | 1.30% | New | 55,010 | $4.1M |
| Centiva Capital, LP | 0.14% | Reduce -56.4% | 54,490 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.3% | 53,514 | $4.0M |
| Anderson Hoagland & Co. | 0.31% | Add +16.1% | 52,760 | $3.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.7% | 52,743 | $3.9M |
| Citadel Advisors | 0.00% | Reduce -22.3% | 52,407 | $3.9M |
| Westview Management dba Westview Investment Advisors | 1.87% | Reduce -8.2% | 51,139 | $3.8M |
| Lido Advisors, LLC | 0.01% | Reduce -4.9% | 50,945 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +6.3% | 48,113 | $3.6M |
| Prospera Financial Services Inc | 0.05% | Add +60.3% | 47,423 | $3.6M |
| Clear Creek Financial Management, LLC | 0.23% | New | 47,309 | $3.5M |
| Valicenti Advisory Services Inc. | 0.66% | Add +2.2% | 46,580 | $3.5M |
| NTV Asset Management LLC | 0.34% | Reduce -0.7% | 45,718 | $3.4M |
| SIH Partners, LLLP | 0.14% | Reduce -71.9% | 44,957 | $3.4M |
| Man Group plc | 0.01% | New | 43,753 | $3.3M |
| Banque Pictet & Cie SA | 0.03% | No change | 43,300 | $3.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +100.3% | 41,681 | $3.2M |
| NBT Bank, N.A. | 0.21% | Reduce -1.7% | 41,828 | $3.1M |
| Mariner, LLC | 0.00% | Add +101.6% | 40,810 | $3.1M |
| IFG Advisory, LLC | 0.11% | New | 40,503 | $3.0M |
| Banque Cantonale Vaudoise | 0.13% | No change | 40,000 | $3.0M |
| Founders Financial Securities LLC | 0.15% | Add +35.5% | 39,526 | $3.0M |
| Flputnam Investment Management Co. | 0.04% | Reduce -12.5% | 39,300 | $2.9M |
| DRW Securities, LLC | 0.18% | New | 39,207 | $2.9M |
| Shepherd Financial Partners LLC | 0.24% | Add +10.9% | 38,861 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.5% | 38,786 | $2.9M |
| ION Fund Management Ltd | 0.34% | New | 38,460 | $2.9M |
| World Investment Advisors | 0.05% | Reduce -1.8% | 43,529 | $2.9M |
| Sowell Financial Services LLC | 0.09% | Add +541.8% | 37,940 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.6% | 35,172 | $2.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +1.2% | 34,835 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +744.3% | 33,382 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -43.3% | 32,266 | $2.4M |
| Absolute Capital Management, LLC | 0.60% | No change | 31,900 | $2.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -23.0% | 31,606 | $2.4M |
| Montag A & Associates Inc. | 0.10% | No change | 31,599 | $2.4M |
| Sweeney & Michel, LLC | 0.62% | Reduce -19.8% | 30,823 | $2.3M |
| CWA Asset Management Group, LLC | 0.07% | Reduce -7.0% | 29,742 | $2.2M |
| Amica Mutual Insurance Co. | 0.18% | New | 29,545 | $2.2M |
| Fosun International Ltd | 0.53% | Add +7.0% | 29,324 | $2.2M |
| Credit Industriel Et Commercial | 0.39% | Reduce -65.6% | 28,280 | $2.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.07% | Reduce -81.1% | 28,000 | $2.1M |
| Castle Hook Partners LP | 0.02% | New | 27,590 | $2.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -3.9% | 27,331 | $2.0M |
| Merit Financial Group, LLC | 0.01% | Add +0.4% | 27,236 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Reduce -50.6% | 26,709 | $2.0M |
| Rothschild Investment LLC | 0.07% | Reduce -1.6% | 26,462 | $2.0M |
| Old Mission Capital LLC | 0.05% | New | 26,410 | $2.0M |
| Kovack Advisors, Inc. | 0.09% | Reduce -0.4% | 25,555 | $1.9M |
| Game Plan Financial Advisors, LLC | 0.77% | Add +64.0% | 25,613 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +11.7% | 25,533 | $1.9M |
| Grandview Asset Management LLC | 0.47% | Reduce -4.4% | 25,136 | $1.9M |
| GAMCO Investors | 0.02% | No change | 25,000 | $1.9M |
| Novem Group | 0.19% | No change | 24,954 | $1.9M |
| Cowa, LLC | 0.50% | Add +27.0% | 24,632 | $1.8M |
| Stephens Inc. | 0.02% | Add +1.3% | 22,397 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -64.2% | 22,050 | $1.7M |
| Greenland Capital Management LP | 0.34% | New | 21,418 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -39.4% | 21,188 | $1.6M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -17.3% | 20,688 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | New | 20,647 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +41.6% | 20,603 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.3% | 20,030 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.50% | Reduce -1.9% | 19,754 | $1.5M |
| Robinson Value Management, Ltd. | 0.79% | Reduce -7.8% | 19,632 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +6.6% | 19,087 | $1.4M |
| Proffitt & Goodson Inc. | 0.20% | Reduce -8.4% | 19,032 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | New | 18,945 | $1.4M |
| Inscription Capital, LLC | 0.12% | Reduce -9.6% | 18,800 | $1.4M |
| Wesbanco Bank Inc. | 0.03% | No change | 18,737 | $1.4M |
| Quintet Private Bank (Europe) S.A. | 0.09% | No change | 18,391 | $1.4M |
| Creative Planning | 0.00% | Reduce -8.7% | 18,298 | $1.4M |
| Savant Capital, LLC | 0.00% | Add +102.1% | 19,444 | $1.4M |
| Harbor Investment Advisory, LLC | 0.09% | New | 17,838 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Reduce -20.8% | 17,774 | $1.3M |
| Marshall Wace, LLP | 0.00% | Reduce -83.0% | 17,559 | $1.3M |
| One Capital Management, LLC | 0.04% | No change | 19,641 | $1.3M |
| Stevens Capital Management LP | 0.30% | Reduce -31.7% | 16,856 | $1.3M |
| Marathon Trading Investment Management LLC | 0.14% | Reduce -23.7% | 16,800 | $1.3M |
| Taylor & Morgan Wealth Management, LLC | 0.62% | Reduce -0.2% | 16,732 | $1.3M |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -0.9% | 16,196 | $1.2M |
| Sykon Capital LLC | 0.37% | New | 16,174 | $1.2M |
| Cladis Investment Advisory, LLC | 0.56% | Add +0.3% | 16,100 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +15.6% | 16,048 | $1.2M |
| Cane Capital Partners, LLC | 0.46% | Reduce -5.7% | 15,382 | $1.2M |
| Holderness Investments Co. | 0.19% | Add +17.4% | 15,126 | $1.1M |
| James Investment Research, Inc. | 0.11% | Reduce -1.5% | 15,004 | $1.1M |
| Bramshill Investments, LLC | 0.09% | No change | 15,000 | $1.1M |
| Blair William & Co. | 0.00% | Add +257.8% | 14,937 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | New | 14,720 | $1.1M |
| Smartleaf Asset Management LLC | 0.04% | No change | 14,677 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +50.9% | 14,618 | $1.1M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 14,600 | $1.1M |
| Harbour Trust & Investment Management Co | 0.10% | Reduce -3.0% | 14,520 | $1.1M |
| Prudent Man Advisors, LLC | 0.25% | Reduce -1.7% | 14,458 | $1.1M |
| Caldwell Investment Management Ltd. | 0.70% | New | 14,300 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +66.7% | 14,083 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +1.1% | 13,910 | $1.0M |
| Capital Investment Counsel, Inc | 0.11% | Reduce -38.6% | 13,697 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -37.5% | 13,650 | $1.0M |
| City Holding Co. | 0.12% | Reduce -0.9% | 13,612 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +15.1% | 13,421 | $1.0M |
| DV Trading LLC | 0.08% | Add +317.9% | 13,274 | $994K |
| LJI Wealth Management, LLC | 0.14% | No change | 13,239 | $991K |
| Creative Financial Designs Inc. | 0.05% | Add +1948.2% | 13,129 | $983K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +56.0% | 12,840 | $961K |
| Silphium Asset Management Ltd | 0.32% | No change | 12,718 | $952K |
| Fort Point Capital Partners LLC | 0.10% | No change | 12,713 | $952K |
| AlphaCore Capital LLC | 0.02% | Reduce -19.2% | 12,600 | $943K |
| Joseph P. Lucia & Associates, LLC | 0.28% | Reduce -1.3% | 12,506 | $936K |
| Vanguard Capital Wealth Advisors | 0.63% | New | 12,482 | $934K |
| DAVENPORT & Co LLC | 0.00% | Reduce -13.9% | 12,422 | $930K |
| Westfield Capital Management Co. LP | 0.00% | New | 12,330 | $923K |
| Vigilare Wealth Management | 0.28% | New | 11,988 | $897K |
| Appalachian Capital Management Ltd | 0.65% | Add +0.3% | 11,944 | $894K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.3% | 11,855 | $887K |
| Mezzasalma Advisors, LLC | 0.18% | New | 11,663 | $873K |
| Freestone Capital Holdings, LLC | 0.02% | New | 11,662 | $873K |
| Byrne Asset Management LLC | 0.47% | Reduce -2.0% | 11,557 | $865K |
| White Pine Capital LLC | 0.20% | No change | 11,260 | $843K |
| Sig Brokerage, LP | 0.13% | Reduce -78.0% | 11,227 | $840K |
| North Star Asset Management Inc. | 0.03% | Reduce -2.0% | 11,080 | $829K |
| Waverly Advisors, LLC | 0.00% | Reduce -87.1% | 11,066 | $828K |
| VestGen Advisors, LLC | 0.02% | Add +38.0% | 10,718 | $802K |
| Carnegie Investment Counsel | 0.02% | Reduce -88.8% | 10,630 | $796K |
| Berger Financial Group, Inc | 0.04% | Reduce -4.4% | 10,626 | $795K |
| Edgestream Partners, L.P. | 0.02% | New | 10,610 | $794K |
| Centaurus Financial, Inc. | 0.03% | Add +0.2% | 10,541 | $789K |
| Shelton Capital Management | 0.01% | Reduce -3.0% | 10,459 | $783K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +32.6% | 10,430 | $781K |
| Nwam LLC | 0.04% | New | 10,405 | $779K |
| Brian Low Financial Group, LLC | 0.45% | Add +2.5% | 10,274 | $769K |
| Horizon Family Wealth, Inc. | 0.35% | Reduce -0.1% | 10,227 | $766K |
| First National Bank of Omaha | 0.02% | Reduce -11.6% | 10,083 | $754K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.22% | New | 10,000 | $749K |
| Pitcairn Wealth Advisors LLC | 0.08% | No change | 10,000 | $749K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.03% | No change | 10,000 | $749K |
| Quantinno Capital Management LP | 0.00% | Add +0.2% | 9,962 | $746K |
| Nvwm, LLC | 0.15% | Reduce -3.8% | 9,851 | $737K |
| Clark Capital Management Group, Inc. | 0.00% | New | 9,798 | $733K |
| Principal Securities, Inc. | 0.01% | Add +34.5% | 9,791 | $733K |
| Sanchez Gaunt Capital Management, LLC | 0.41% | Reduce -3.5% | 9,773 | $732K |
| Bank of New York Mellon Corp | 0.00% | Add +13.0% | 9,630 | $721K |
| Integrity Alliance, Llc. | 0.02% | Reduce -0.2% | 9,487 | $710K |
| Integrated Advisors Network LLC | 0.03% | Reduce -31.2% | 9,392 | $703K |
| Toth Financial Advisory Corp. | 0.07% | Add +3.9% | 9,355 | $700K |
| Natixis | 0.00% | Reduce -38.8% | 9,334 | $699K |
| Farther Finance Advisors, LLC | 0.01% | Add +111.4% | 9,265 | $693K |
| CX Institutional | 0.02% | Add +0.6% | 9,218 | $690K |
| Snowden Capital Advisors LLC | 0.02% | Add +6.5% | 9,060 | $678K |
| Focus Partners Wealth | 0.00% | Reduce -26.1% | 8,939 | $669K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -19.9% | 8,851 | $663K |
| PenderFund Capital Management Ltd. | 0.30% | New | 8,850 | $662K |
| Fifth Third Bancorp | 0.00% | Add +29.7% | 8,776 | $657K |
| Alexander Labrunerie & Co., Inc. | 0.23% | Add +16.8% | 8,741 | $654K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -6.6% | 8,737 | $654K |
| Governors Lane LP | 0.06% | Reduce -61.2% | 8,566 | $641K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.2% | 8,559 | $640K |
| Kingsview Wealth Management, LLC | 0.01% | Add +19.8% | 8,544 | $639K |
| Black Maple Capital Management LP | 0.40% | No change | 8,000 | $599K |
| Maridea Wealth Management LLC | 0.06% | New | 7,974 | $597K |
| Global Retirement Partners, LLC | 0.01% | — | 7,936 | $594K |
| Jump Financial, LLC | 0.01% | New | 7,904 | $592K |
| FMR LLC | 0.00% | Add +16.3% | 7,886 | $590K |
| Millennium Capital Advisors, LLC | 0.32% | Add +0.0% | 7,884 | $590K |
| Marble Harbor Investment Counsel, LLC | 0.06% | No change | 7,700 | $576K |
| Cary Street Partners Financial LLC | 0.01% | Add +11.3% | 7,648 | $572K |
| Sage Capital Management, LLC | 0.22% | Add +2.3% | 7,572 | $567K |
| Meridian Wealth Management, LLC | 0.02% | Add +31.9% | 7,576 | $567K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +33.0% | 7,475 | $560K |
| Lanark Financial, Inc. | 0.04% | Reduce -11.8% | 7,451 | $558K |
| Quantessence Capital LLC | 1.64% | New | 7,446 | $557K |
| Providence First Trust Co | 0.16% | Reduce -20.2% | 7,417 | $555K |
| StoneX Group Inc. | 0.02% | Reduce -17.4% | 7,409 | $555K |
| Detalus Advisors, LLC | 0.11% | No change | 7,400 | $554K |
| HSBC Holdings PLC | 0.00% | Reduce -30.5% | 7,264 | $543K |
| Accredited Investors Inc. | 0.02% | New | 7,246 | $542K |
| Advantage Trust Co | 0.19% | Add +376.7% | 7,150 | $535K |
| Garden State Investment Advisory Services LLC | 0.10% | Add +0.0% | 7,002 | $524K |
| Samalin Investment Counsel, LLC | 0.17% | Add +0.5% | 7,001 | $524K |
| AQR Capital Management | 0.00% | Reduce -18.6% | 6,908 | $517K |
| Tranquilli Financial Advisor LLC | 0.28% | Add +33.5% | 6,892 | $516K |
| Trexquant Investment LP | 0.00% | Add +35.5% | 6,873 | $514K |
| Warner Group LLC | 0.13% | Add +100.0% | 6,850 | $513K |
| Bank of Nova Scotia | 0.00% | Reduce -16.9% | 6,824 | $511K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 6,776 | $507K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 6,659 | $498K |
| Odyssey Capital Advisors, Inc. | 0.35% | Add +64.5% | 6,578 | $492K |
| IHT Wealth Management, LLC | 0.01% | Reduce -48.9% | 6,556 | $491K |
| Viewpoint Capital Management LLC | 0.25% | Reduce -19.4% | 6,460 | $484K |
| Fifth Third Securities, Inc. | 0.03% | Add +0.3% | 6,408 | $480K |
| M&T Bank Corp | 0.00% | No change | 6,391 | $478K |
| Cordoba Advisory Partners LLC | 0.10% | No change | 6,358 | $476K |
| MAI Capital Management | 0.00% | Reduce -3.0% | 6,301 | $472K |
| Avondale Wealth Management | 0.19% | Reduce -26.9% | 6,250 | $468K |
| Princeton Global Asset Management LLC | 0.07% | Add +0.3% | 6,229 | $466K |
| Guerra Pan Advisors, LLC | 0.26% | No change | 6,219 | $465K |
| Keating Financial Advisory Services, Inc. | 0.06% | No change | 6,145 | $460K |
| Composition Wealth, LLC | 0.01% | Add +19.3% | 6,139 | $459K |
| Copper Harbor Investment Advisors, LLC | 0.10% | — | 6,110 | $457K |
| Neuberger Berman Group LLC | 0.00% | No change | 6,060 | $454K |
| Atria Investments, Inc | 0.00% | Add +21.4% | 6,055 | $453K |
| Bright Futures Wealth Management, LLC. | 0.29% | Add +60.6% | 6,047 | $453K |
| Oppenheimer & Co. Inc. | 0.00% | Add +3.3% | 6,009 | $450K |
| Private Capital Management, LLC | 0.04% | No change | 5,995 | $449K |
| Wealthfront Advisers LLC | 0.00% | Reduce -40.3% | 5,969 | $447K |
| &partners | 0.00% | Reduce -27.3% | 5,926 | $443K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.3% | 5,878 | $440K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | Add +14.9% | 5,876 | $440K |
| Midwest Trust Co | 0.00% | No change | 5,713 | $428K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 5,635 | $422K |
| Cape Investment Advisory, Inc. | 0.11% | Add +2.0% | 5,488 | $411K |
| Murphy & Mullick Capital Management Corp | 0.25% | Add +0.3% | 5,476 | $410K |
| Sovereign Investment Advisors, LLC | 0.08% | No change | 5,424 | $406K |
| Wealth Forward, LLC | 0.20% | No change | 5,419 | $406K |
| D.A. Davidson & Co. | 0.00% | Reduce -76.6% | 5,368 | $402K |
| Retirement Planning Co of New England, Inc. | 0.14% | Reduce -3.1% | 5,365 | $402K |
| KCM Investment Advisors LLC | 0.01% | No change | 5,345 | $400K |
| Arnold Financial Planning LLC | 0.30% | New | 5,317 | $398K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,309 | $397K |
| Evansbrook LLC | 0.24% | No change | 5,290 | $396K |
| CreativeOne Wealth, LLC | 0.01% | Add +10.0% | 5,253 | $393K |
| First Manhattan Co. Llc. | 0.00% | Reduce -22.6% | 5,125 | $384K |
| US Bancorp \de | 0.00% | Add +10.5% | 5,075 | $380K |
| Credit Agricole S A | 0.00% | Reduce -82.8% | 5,053 | $378K |
| Northland Securities, Inc. | 0.22% | No change | 5,038 | $377K |
| Eurizon Asset Management Hungary Ltd. | 0.40% | No change | 5,000 | $374K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 5,000 | $374K |
| IFP Advisors, Inc | 0.01% | Reduce -49.1% | 4,937 | $370K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,927 | $369K |
| Formidable Asset Management, LLC | 0.06% | No change | 5,500 | $358K |
| CI Investments Inc. | 0.00% | No change | 4,772 | $357K |
| Bravera Wealth | 0.14% | Reduce -0.6% | 4,767 | $357K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 5,461 | $356K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -5.7% | 4,742 | $355K |
| Continuum Wealth Advisors, LLC | 0.12% | New | 4,712 | $353K |
| Advisory Advocates, LLC | 0.30% | No change | 4,698 | $352K |
| Simmons Bank | 0.02% | No change | 4,694 | $351K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 4,688 | $351K |
| First Bancorp, Inc | 0.14% | Reduce -13.2% | 4,619 | $346K |
| TMB Capital Partners, LLC | 0.11% | Add +0.5% | 4,597 | $344K |
| Primoris Wealth Advisors, LLC | 0.16% | Add +4.6% | 4,550 | $341K |
| Mgo One Seven LLC | 0.01% | Add +27.2% | 4,533 | $339K |
| Carl P. Sherr & Co., LLC | 0.14% | Reduce -1.4% | 4,440 | $332K |
| Whittier Trust Co. | 0.00% | No change | 4,359 | $329K |
| Financial Symmetry Inc | 0.11% | Add +0.6% | 4,356 | $326K |
| John G Ullman & Associates Inc. | 0.04% | No change | 4,300 | $322K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -10.8% | 4,291 | $321K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 4,242 | $318K |
| Northern Trust Corp. | 0.00% | New | 4,236 | $317K |
| Marex Group Ltd | 0.00% | Reduce -82.3% | 4,230 | $317K |
| Smith, Moore & Co. | 0.02% | Reduce -14.3% | 4,120 | $308K |
| Trust Co. of Toledo NA | 0.03% | No change | 4,106 | $307K |
| Waterloo Capital, L.P. | 0.02% | Reduce -11.5% | 4,102 | $307K |
| NorthRock Partners, LLC | 0.00% | No change | 4,100 | $307K |
| Citizens Financial Group Inc. | 0.00% | Reduce -4.0% | 4,074 | $305K |
| Parallel Advisors, LLC | 0.00% | No change | 4,032 | $302K |
| Nicolet Bankshares Inc. | 0.01% | No change | 4,000 | $299K |
| Magnus Financial Group LLC | 0.02% | Add +0.0% | 3,998 | $299K |
| Leigh Baldwin & Co., LLC | 0.16% | Reduce -5.9% | 3,991 | $299K |
| XML Financial, LLC | 0.02% | Reduce -0.7% | 3,984 | $298K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -2.5% | 3,900 | $292K |
| Money Concepts Capital Corp. | 0.01% | Add +3.1% | 3,875 | $290K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +48.9% | 3,865 | $289K |
| Koshinski Asset Management, Inc. | 0.02% | Add +5.0% | 3,823 | $286K |
| Brighton Jones LLC | 0.01% | Add +15.6% | 3,735 | $280K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,730 | $279K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 3,680 | $275K |
| UMB Bank, n.a. | 0.00% | Add +15.3% | 3,674 | $275K |
| PFG Advisors | 0.01% | Reduce -15.2% | 3,661 | $274K |
| Maxele Advisors, LLC | 0.19% | — | 3,652 | $273K |
| Advisors Capital Management, LLC | 0.00% | New | 3,645 | $273K |
| Bluesphere Advisors LLC | 0.08% | No change | 3,640 | $272K |
| Waratah Capital Advisors Ltd. | 0.02% | Reduce -80.1% | 3,573 | $267K |
| Next Level Private LLC | 0.05% | Add +0.1% | 3,568 | $267K |
| Visionary Horizons, LLC | 0.11% | Reduce -82.5% | 3,550 | $266K |
| Symmetry Partners, LLC | 0.01% | No change | 3,550 | $266K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -2.4% | 3,518 | $263K |
| Massar Capital Management, LP | 0.09% | New | 3,503 | $262K |
| Vectors Research Management, LLC | 0.07% | No change | 3,480 | $260K |
| Courier Capital LLC | 0.01% | No change | 3,480 | $260K |
| PFG Investments, LLC | 0.01% | New | 3,430 | $257K |
| KG Capital Management | 0.15% | Reduce -1.7% | 3,372 | $252K |
| E&G Advisors, LLC | 0.05% | Reduce -7.0% | 3,330 | $249K |
| Evolution Wealth Advisors, LLC | 0.03% | No change | 3,300 | $247K |
| Fairfield, Bush & Co. | 0.12% | Reduce -0.6% | 3,277 | $245K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.6% | 3,277 | $245K |
| Chicago Partners Investment Group LLC | 0.00% | No change | 3,228 | $243K |
| International Assets Investment Management, LLC | 0.01% | No change | 3,170 | $241K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 3,225 | $241K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.8% | 3,203 | $240K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.1% | 3,089 | $231K |
| Twin Tree Management, LP | 0.04% | New | 3,049 | $228K |
| Benjamin Edwards Inc. | 0.00% | New | 3,047 | $228K |
| PVG Asset Management Corp. | 0.13% | New | 3,017 | $226K |
| Western Wealth Management, LLC | 0.01% | Reduce -2.3% | 3,002 | $225K |
| Panoramic Investment Advisors, LLC | 0.11% | New | 3,000 | $225K |
| Whitener Capital Management, Inc. | 0.05% | New | 2,990 | $224K |
| Sargent Investment Group, LLC | 0.03% | New | 2,987 | $224K |
| Benchmark Investment Advisors LLC | 0.10% | New | 2,964 | $222K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 2,934 | $220K |
| German American Bancorp, Inc. | 0.02% | New | 2,932 | $219K |
| Old National Bancorp | 0.00% | New | 2,885 | $216K |
| Perigon Wealth Management, LLC | 0.00% | New | 2,878 | $215K |
| J2 Capital Management Inc | 0.14% | New | 2,834 | $212K |
| Fortis Capital Advisors, LLC | 0.02% | Reduce -73.5% | 2,826 | $212K |
| Belpointe Asset Management LLC | 0.01% | Reduce -73.5% | 2,826 | $212K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 2,829 | $211K |
| Essex Financial Services, Inc. | 0.01% | New | 2,806 | $210K |
| Bank Pictet & Cie (Europe) AG | 0.00% | New | 2,793 | $209K |
| Simon Quick Advisors, LLC | 0.01% | New | 2,776 | $208K |
| LaSalle St. Investment Advisors, LLC | 0.03% | New | 2,773 | $208K |
| CV Advisors LLC | 0.04% | New | 2,750 | $206K |
| Peak Asset Management, LLC | 0.03% | New | 2,720 | $204K |
| Wellspring Financial Advisors, LLC | 0.01% | New | 2,720 | $204K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 2,720 | $204K |
| Summit Trail Advisors, LLC | 0.00% | New | 2,709 | $203K |
| Kraft, Davis & Associates, LLC | 0.04% | New | 2,753 | $202K |
| Value Investment Professionals, LLC | 0.17% | New | 2,700 | $202K |
| Group One Trading LLC | 0.01% | Reduce -95.2% | 2,691 | $201K |
| Register Financial Advisors LLC | 0.06% | Reduce -1.2% | 2,669 | $200K |
| Independence Bank of Kentucky | 0.02% | No change | 2,665 | $199K |
| Valley National Advisers Inc. | 0.02% | Reduce -6.2% | 2,394 | $179K |
| HM Payson & Co. | 0.00% | Add +0.5% | 2,312 | $173K |
| Wellington-Altus USA Inc. | 0.12% | No change | 2,531 | $165K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.7% | 2,159 | $162K |
| Crews Bank & Trust | 0.02% | Reduce -4.3% | 2,120 | $159K |
| Horrell Capital Management, Inc. | 0.07% | No change | 2,119 | $159K |
| Anchor Bay Capital, Inc. | 0.08% | — | 1,980 | $151K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -42.5% | 1,935 | $145K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -19.5% | 1,901 | $142K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,894 | $142K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 1,891 | $141K |
| Key Financial Inc | 0.02% | No change | 1,815 | $136K |
| City State Bank | 0.03% | No change | 1,800 | $135K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +32.0% | 1,791 | $134K |
| Nemes Rush Group LLC | 0.01% | No change | 1,775 | $133K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1186.6% | 1,724 | $131K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,574 | $118K |
| Private Trust Co. NA | 0.01% | Add +0.4% | 1,550 | $116K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +18.9% | 1,513 | $113K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.4% | 1,488 | $111K |
| West Paces Advisors Inc. | 0.02% | No change | 1,440 | $108K |
| Spire Wealth Management | 0.00% | Add +22.7% | 1,353 | $101K |
| Vima LLC | 0.10% | — | 1,333 | $100K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -17.6% | 1,286 | $96K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -0.9% | 1,273 | $95K |
| Parkside Financial Bank & Trust | 0.01% | Add +36.6% | 1,272 | $95K |
| Allworth Financial LP | 0.00% | Add +0.2% | 1,268 | $95K |
| Arax Advisory Partners | 0.00% | Add +240.8% | 1,227 | $92K |
| KERR FINANCIAL PLANNING Corp | 0.10% | Add +20.6% | 1,206 | $90K |
| Private Wealth Management Group, LLC | 0.02% | New | 1,200 | $90K |
| Blue Trust, Inc. | 0.00% | Add +637.3% | 1,187 | $89K |
| Trust Co. of Vermont | 0.00% | — | 1,150 | $86K |
| GAMMA Investing LLC | 0.00% | No change | 975 | $73K |
| NFSG Corp | 0.01% | No change | 960 | $72K |
| Provident Wealth Management, LLC | 0.02% | No change | 900 | $67K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 820 | $61K |
| Assetmark, Inc. | 0.00% | Reduce -19.1% | 802 | $60K |
| Oakworth Capital, Inc. | 0.00% | No change | 779 | $59K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +41.5% | 737 | $55K |
| Ingalls & Snyder LLC | 0.00% | No change | 715 | $54K |
| Longview Financial Advisors LLC | 0.03% | No change | 700 | $52K |
| Signaturefd, LLC | 0.00% | Reduce -12.7% | 671 | $50K |
| Bollard Group LLC | 0.00% | Add +0.6% | 641 | $48K |
| AE Wealth Management LLC | 0.00% | Reduce -77.3% | 633 | $47K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 627 | $47K |
| Innovative Asset Advisors Group, LLC | 0.02% | No change | 600 | $45K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 567 | $43K |
| Salem Investment Counselors Inc. | 0.00% | No change | 550 | $41K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.6% | 549 | $41K |
| Capital Analysts, LLC | 0.00% | Reduce -16.5% | 506 | $38K |
| Founders Financial Alliance, LLC | 0.01% | No change | 500 | $37K |
| Clearstead Advisors, LLC | 0.00% | Reduce -66.5% | 465 | $35K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 435 | $33K |
| Franklin Resources Inc. | 0.00% | No change | 400 | $30K |
| Activest Wealth Management | 0.01% | Add +0.6% | 366 | $27K |
| Concord Wealth Partners | 0.00% | New | 352 | $26K |
| Manchester Capital Management LLC | 0.00% | New | 338 | $25K |
| Fiduciary Financial Advisors | 0.00% | New | 330 | $24K |
| SYM FINANCIAL Corp | 0.00% | Add +0.7% | 307 | $23K |
| Continuum Advisory, LLC | 0.00% | New | 303 | $23K |
| Adirondack Trust Co. | 0.01% | No change | 300 | $22K |
| Gill Capital Partners, LLC | 0.01% | No change | 300 | $22K |
| United Community Bank | 0.01% | No change | 294 | $22K |
| John A. Wolfe & Associates, Inc. | 0.03% | Add +0.7% | 281 | $21K |
| Caitlin John, LLC | 0.01% | No change | 270 | $20K |
| Winch Advisory Services, LLC | 0.00% | Add +0.4% | 258 | $19K |
| St Germain D J Co. Inc. | 0.00% | No change | 250 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 246 | $18K |
| Horizon Financial Services, LLC | 0.01% | No change | 220 | $16K |
| HighMark Wealth Management LLC | 0.01% | Add +0.5% | 212 | $16K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 200 | $15K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 200 | $15K |
| Anchor Investment Management, LLC | 0.00% | New | 200 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 198 | $15K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.6% | 180 | $13K |
| Horizon Bancorp Inc. | 0.01% | No change | 176 | $13K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +36.0% | 170 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -6.1% | 154 | $12K |
| Bullock Wealth Management Group | 0.00% | No change | 143 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 130 | $10K |
| Napier Financial, LLC | 0.00% | No change | 129 | $10K |
| Mather Group, Llc. | 0.00% | No change | 127 | $10K |
| Cheviot Value Management, LLC | 0.00% | No change | 125 | $9K |
| Chesapeake Asset Management LLC | 0.01% | No change | 113 | $9K |
| Fairscale Capital, LLC | 0.00% | No change | 110 | $8K |
| LOM Asset Management Ltd | 0.00% | No change | 110 | $8K |
| Hickory Point Bank & Trust | 0.00% | No change | 100 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 90 | $7K |
| New Republic Capital, LLC | 0.00% | New | 79 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 78 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 72 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 71 | $5K |
| Nova Wealth Management, Inc. | 0.00% | No change | 70 | $5K |
| CDKV Holdings LLC | 0.00% | No change | 64 | $5K |
| Evolution Wealth Management Inc. | 0.00% | No change | 60 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 54 | $4K |
| Downshift Financial, LLC | 0.00% | New | 54 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 51 | $4K |
| PlanVest Financial, Inc | 0.00% | Add +2.5% | 41 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 34 | $3K |
| Ankerstar Wealth, LLC | 0.00% | No change | 38 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 35 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Tidemark, LLC | 0.00% | New | 20 | $1K |
| Boreal Capital Management LLC | 0.00% | No change | 19 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 19 | $1K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 17 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 15 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 9 | $674 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 10 | $652 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 6 | $450 |
| Morse Asset Management, Inc | 0.00% | No change | 6 | $449 |
| Sage Mountain Advisors LLC | 0.00% | No change | 3 | $225 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 1 | $75 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.2% | 1 | $75 |
"% 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.