Global X US InfrastructurePAVEETF
13F holders, Q3 2024 (September 30)548holders +22
64new positions
46sold out
4famous investors
$41.15avg. 13F price*
At the end of Q3 2024, 548 institutions reported holding Global X US Infrastructure (PAVE) in their 13F filings, up 22 from Q2 2024. 64 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($927.7M), Bank of Montreal ($823.0M) and Morgan Stanley ($358.3M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Global X US Infrastructure
- CUSIP
- 37954Y673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $105.1M |
| Exits | 46 | $65.5M |
All 13F filers, Q2 2024 → Q3 2024: 11,724,960 shares bought and 7,158,011 shares sold, net +4,566,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 548 holders
| Bank of America Corp. | 0.08% | Add +11.6% | 22,537,979 | $927.7M |
| Bank of Montreal | 0.39% | Add +3.0% | 20,077,534 | $823.0M |
| Morgan Stanley | 0.03% | Add +5.6% | 8,706,110 | $358.3M |
| Harel Insurance Investments & Financial Services Ltd. | 4.85% | No change | 6,833,801 | $281.3M |
| Clal Insurance Enterprises Holdings Ltd | 2.17% | Reduce -0.8% | 5,954,750 | $245.1M |
| LPL Financial LLC | 0.10% | Reduce -1.5% | 5,584,797 | $229.9M |
| T. Rowe Price Associates Inc. | 0.02% | Add +1.8% | 3,236,115 | $133.2M |
| CIBC Private Wealth Group LLC | 0.22% | Add +1.1% | 3,033,549 | $124.9M |
| Meitav Investment House Ltd. | 1.83% | Reduce -1.4% | 2,659,366 | $109.5M |
| Principal Financial Group Inc. | 0.06% | Reduce -4.0% | 2,485,000 | $102.3M |
| Wells Fargo & Company | 0.02% | Reduce -2.8% | 2,335,556 | $96.1M |
| UBS Group AG | 0.02% | Add +2.5% | 1,890,556 | $77.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +91.8% | 1,889,676 | $77.8M |
| CW Advisors, LLC | 0.96% | Reduce -25.6% | 1,754,330 | $72.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +2.2% | 1,645,549 | $67.7M |
| Royal Bank of Canada | 0.01% | Add +16.1% | 1,637,722 | $67.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +19.9% | 1,386,938 | $57.1M |
| First Interstate Bank | 2.77% | Add +47.6% | 1,109,398 | $45.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -2.1% | 1,069,426 | $44.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Add +30.0% | 1,073,601 | $44.0M |
| Mariner, LLC | 0.07% | Reduce -4.8% | 1,013,604 | $41.7M |
| Moss Adams Wealth Advisors LLC | 4.35% | Add +3.3% | 965,642 | $39.7M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5.30% | No change | 939,000 | $38.6M |
| Cetera Investment Advisers | 0.08% | Add +3.5% | 910,028 | $37.5M |
| Osaic Holdings, Inc. | 0.07% | Add +3.3% | 789,817 | $32.5M |
| Raymond James & Associates | 0.02% | Add +64.3% | 781,038 | $32.1M |
| Evolution Wealth Advisors, LLC | 5.73% | Reduce -0.8% | 771,578 | $31.8M |
| EP Wealth Advisors, LLC | 0.27% | New | 753,239 | $31.0M |
| Ameriprise Financial Inc. | 0.01% | Add +13.6% | 751,512 | $30.9M |
| RiverFront Investment Group, LLC | 0.66% | New | 684,764 | $28.2M |
| Axxcess Wealth Management, LLC | 0.70% | Add +1243.3% | 678,063 | $27.9M |
| Prudential PLC | 0.14% | Add +84.8% | 670,830 | $27.6M |
| JPMorgan Chase & Co. | 0.00% | Add +10.9% | 657,342 | $27.1M |
| Destination Wealth Management | 0.84% | Reduce -1.7% | 656,661 | $27.0M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.21% | No change | 647,770 | $26.7M |
| Capital Asset Advisory Services LLC | 1.32% | Add +9.2% | 643,691 | $26.3M |
| Bensler, LLC | 3.07% | Reduce -7.8% | 592,156 | $24.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.9% | 583,103 | $24.0M |
| Stratos Wealth Partners, LTD. | 0.30% | Add +10.6% | 503,508 | $20.7M |
| Cooper Financial Group | 2.53% | Add +7.9% | 473,038 | $19.5M |
| Great Valley Advisor Group, Inc. | 0.48% | Add +2.8% | 472,375 | $19.4M |
| Kestra Advisory Services, LLC | 0.10% | Add +3.0% | 456,310 | $18.8M |
| Riggs Asset Managment Co. Inc. | 4.76% | Reduce -4.5% | 423,200 | $17.4M |
| Blair William & Co. | 0.05% | Add +4.1% | 407,741 | $16.8M |
| Ameritas Advisory Services, LLC | 0.72% | Add +28.7% | 404,528 | $16.7M |
| HBW Advisory Services LLC | 2.18% | Add +132.0% | 362,258 | $14.9M |
| Cwm, LLC | 0.06% | Add +12.3% | 355,828 | $14.6M |
| Eagle Strategies LLC | 2.44% | Add +24.4% | 327,572 | $13.5M |
| 360 Financial, Inc. | 4.87% | Add +2.2% | 319,990 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +8.2% | 318,862 | $13.1M |
| MML Investors Services, LLC | 0.05% | Add +3.5% | 318,280 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +11.7% | 317,420 | $13.1M |
| WCG Wealth Advisors LLC | 0.87% | Add +0.9% | 313,004 | $12.9M |
| Vishria Bird Financial Group, LLC | 4.88% | Reduce -0.3% | 312,666 | $12.9M |
| IHT Wealth Management, LLC | 0.35% | Add +19.0% | 302,575 | $12.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +286.7% | 301,890 | $12.4M |
| Mfa Wealth Advisors, LLC | 2.71% | Reduce -10.3% | 301,109 | $12.4M |
| Ogorek Anthony Joseph /NY/ | 4.10% | Reduce -2.3% | 290,195 | $11.9M |
| Jmac Enterprises LLC | 1.81% | Add +4.9% | 275,316 | $11.3M |
| Cibc World Market Inc. | 0.03% | Add +5.8% | 270,952 | $11.2M |
| Financial Advocates Investment Management | 0.62% | Add +1.7% | 264,767 | $10.9M |
| Private Advisor Group, LLC | 0.06% | Add +8.4% | 252,919 | $10.4M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.0% | 250,835 | $10.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.47% | Reduce -1.3% | 249,576 | $10.3M |
| Equitable Holdings, Inc. | 0.10% | Reduce -3.9% | 248,208 | $10.2M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +6.9% | 240,006 | $9.9M |
| Robertson Stephens Wealth Management, LLC | 0.36% | New | 236,635 | $9.7M |
| MAI Capital Management | 0.09% | Reduce -9.7% | 235,880 | $9.7M |
| Sage Capital Management, LLC | 4.54% | Add +0.4% | 229,720 | $9.5M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.37% | No change | 229,190 | $9.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -40.9% | 223,208 | $9.2M |
| Chicago Wealth Management, Inc. | 4.64% | Add +1.5% | 211,333 | $8.7M |
| Marks Wealth, LLC | 3.70% | New | 209,591 | $8.6M |
| New England Private Wealth Advisors LLC | 1.37% | Add +0.2% | 205,686 | $8.5M |
| Royal Harbor Partners, LLC | 3.26% | Add +1.1% | 203,574 | $8.4M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -2.4% | 180,310 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +124.9% | 190,131 | $7.8M |
| National Philanthropic Trust | 0.14% | Add +8.0% | 188,004 | $7.7M |
| Pecaut & Co. | 2.70% | Add +3.6% | 185,003 | $7.6M |
| Symphony Financial Services, Inc. | 6.38% | Add +1.5% | 182,845 | $7.5M |
| Zimmermann Investment Management & Planning LLC | 2.28% | Add +4.3% | 180,263 | $7.4M |
| LWM Advisory Services, LLC | 5.44% | Reduce -2.3% | 178,423 | $7.3M |
| Cerity Partners LLC | 0.02% | Reduce -0.3% | 173,012 | $7.1M |
| Centaurus Financial, Inc. | 0.44% | Reduce -7.8% | 167,883 | $6.9M |
| Prudential Financial Inc. | 0.01% | Add +7.8% | 166,594 | $6.9M |
| Kickstand Ventures, Llc. | 1.70% | Reduce -21.8% | 162,298 | $6.7M |
| Goldstein Advisors, LLC | 1.01% | New | 161,072 | $6.6M |
| Quadrant Private Wealth Management, LLC | 1.63% | Add +9.2% | 159,629 | $6.6M |
| Financial Partners Group, Inc | 0.88% | Reduce -0.1% | 144,097 | $5.9M |
| Aspire Capital Advisors LLC | 1.67% | Add +1.4% | 135,747 | $5.6M |
| NTV Asset Management LLC | 0.73% | Reduce -0.4% | 132,203 | $5.4M |
| Elyxium Wealth, LLC | 2.93% | — | 129,532 | $5.3M |
| Castle Wealth Management LLC | 2.08% | Add +690.4% | 126,547 | $5.2M |
| Adapt Wealth Advisors, LLC | 2.69% | Add +111.0% | 122,229 | $5.0M |
| Ameraudi Asset Management, Inc. | 2.27% | Reduce -51.5% | 121,076 | $5.0M |
| Systelligence, LLC | 1.21% | Reduce -4.8% | 118,286 | $4.9M |
| Montag A & Associates Inc. | 0.23% | Reduce -6.2% | 117,898 | $4.9M |
| Snowden Capital Advisors LLC | 0.15% | Reduce -7.2% | 117,606 | $4.8M |
| CX Institutional | 0.21% | Add +0.6% | 117,581 | $4.8M |
| Bank Hapoalim BM | 0.74% | Reduce -72.8% | 113,850 | $4.7M |
| National Bank of Canada | 0.01% | Reduce -74.7% | 112,122 | $4.6M |
| Ameritas Investment Partners, Inc. | 0.15% | Add +7.2% | 109,469 | $4.5M |
| Harbour Investments, Inc. | 0.13% | Reduce -1.4% | 108,874 | $4.5M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +321.2% | 107,182 | $4.4M |
| Van Eck Associates Corp. | 0.01% | Add +0.2% | 103,183 | $4.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +22.1% | 103,469 | $4.3M |
| Oppenheimer & Co. Inc. | 0.06% | Add +3.7% | 98,611 | $4.1M |
| CreativeOne Wealth, LLC | 0.14% | Add +8.8% | 98,217 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -2.1% | 97,055 | $4.0M |
| Austin Wealth Management, LLC | 0.86% | Reduce -0.8% | 96,492 | $3.9M |
| Perennial Investment Advisors, LLC | 0.51% | Add +6.2% | 94,679 | $3.9M |
| Fifth Third Securities, Inc. | 0.37% | Add +5.3% | 94,042 | $3.9M |
| Peddock Capital Advisors, LLC | 0.89% | Add +7.3% | 90,001 | $3.7M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -7.2% | 89,187 | $3.7M |
| Capital Advantage, Inc. | 0.70% | Add +5.3% | 88,461 | $3.6M |
| Focus Partners Wealth | 0.01% | Reduce -92.1% | 43,363 | $3.4M |
| Meridian Wealth Management, LLC | 0.17% | Add +8.1% | 81,460 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +4.6% | 81,205 | $3.3M |
| Ewa, LLC | 1.16% | Reduce -0.7% | 73,716 | $3.3M |
| IAM Advisory, LLC | 0.81% | Reduce -3.4% | 78,182 | $3.2M |
| Truist Financial Corp. | 0.01% | Add +64.1% | 77,743 | $3.2M |
| Paladin Advisory Group, LLC | 2.34% | Add +4.6% | 77,028 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.32% | Add +2.9% | 74,454 | $3.1M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +8.3% | 73,952 | $3.0M |
| Investors Research Corp | 0.64% | Add +44.2% | 71,620 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +0.0% | 70,818 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.18% | Add +1155.0% | 70,266 | $2.9M |
| Sharkey, Howes & Javer | 0.40% | Reduce -71.3% | 67,955 | $2.8M |
| Northern Trust Corp. | 0.00% | Add +34.4% | 67,532 | $2.8M |
| Citadel Advisors | 0.00% | Add +24.7% | 66,130 | $2.7M |
| Transamerica Financial Advisors, LLC | 0.26% | Reduce -41.9% | 64,965 | $2.7M |
| SFI Advisors, LLC | 1.90% | Add +48.0% | 64,528 | $2.7M |
| PFG Advisors | 0.17% | Add +4.4% | 63,918 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +7.7% | 61,444 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -17.0% | 60,846 | $2.5M |
| Merit Financial Group, LLC | 0.06% | Reduce -3.5% | 59,778 | $2.5M |
| Avid Wealth Partners LLC | 1.74% | Add +12.4% | 59,697 | $2.5M |
| Western Wealth Management, LLC | 0.14% | Add +0.9% | 59,642 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +34.9% | 59,343 | $2.4M |
| Burke & Herbert Bank & Trust Co. | 0.56% | Reduce -1.0% | 58,805 | $2.4M |
| WT Wealth Management | 0.77% | Add +3.0% | 56,763 | $2.4M |
| Park Avenue Securities LLC | 0.03% | Reduce -3.5% | 57,364 | $2.4M |
| Laurel Wealth Advisors LLC | 0.38% | Add +1.8% | 57,108 | $2.4M |
| Seaview Investment Managers LLC | 0.69% | Reduce -17.1% | 55,487 | $2.3M |
| Independent Financial Group, LLC | 0.08% | Add +2.6% | 54,663 | $2.2M |
| Arvest Investments, Inc. | 0.33% | Add +14.9% | 53,841 | $2.2M |
| &partners | 0.04% | Add +21.1% | 53,151 | $2.2M |
| Congress Asset Management Co. | 0.01% | Reduce -25.1% | 53,014 | $2.2M |
| WealthCare Investment Partners, LLC | 0.96% | Add +40.7% | 53,127 | $2.2M |
| KWB Wealth | 0.28% | Add +13.2% | 57,633 | $2.1M |
| AIFG Consultants Ltd. | 1.53% | New | 48,858 | $2.0M |
| Transatlantique Private Wealth LLC | 0.76% | Add +15.0% | 48,264 | $2.0M |
| Comerica Bank | 0.01% | Add +16.4% | 47,852 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +367.1% | 47,518 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -28.1% | 47,423 | $2.0M |
| ARS Investment Partners, LLC | 0.17% | Add +0.1% | 47,387 | $2.0M |
| REDW Wealth LLC | 0.50% | Reduce -14.1% | 47,323 | $1.9M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5.22% | No change | 47,110 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.6% | 47,068 | $1.9M |
| Y.D. More Investments Ltd | 0.20% | Add +30.1% | 46,168 | $1.9M |
| Prospera Financial Services Inc | 0.05% | Reduce -7.3% | 45,305 | $1.9M |
| Nvwm, LLC | 0.47% | Add +1.3% | 45,309 | $1.9M |
| WealthBridge Capital Management, LLC | 0.53% | Add +23.6% | 44,958 | $1.9M |
| Evoke Wealth, LLC | 0.05% | Add +15.8% | 44,531 | $1.8M |
| BigSur Wealth Management LLC | 0.50% | No change | 44,410 | $1.8M |
| Lido Advisors, LLC | 0.01% | Reduce -11.6% | 43,880 | $1.8M |
| American Institute for Advanced Investment Management, LLP | 1.28% | Reduce -0.7% | 43,560 | $1.8M |
| MGB Wealth Management, LLC | 0.65% | Add +1.5% | 43,428 | $1.8M |
| Ethos Financial Group, LLC | 0.29% | New | 43,001 | $1.8M |
| Creative Planning | 0.00% | Add +3.4% | 42,709 | $1.8M |
| CIC Wealth, LLC | 0.44% | Add +8.8% | 41,452 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.3% | 40,446 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -74.0% | 40,334 | $1.7M |
| CVA Family Office, LLC | 0.27% | No change | 40,086 | $1.6M |
| Security Financial Services, INC. | 0.33% | Add +7.6% | 39,897 | $1.6M |
| Strategy Asset Managers LLC | 0.31% | New | 39,661 | $1.6M |
| Tudor Investment Corporation | 0.02% | Add +78.4% | 38,932 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.74% | Add +23.2% | 39,091 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -16.8% | 38,679 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +35.3% | 38,246 | $1.6M |
| Mgo One Seven LLC | 0.07% | Reduce -32.2% | 37,628 | $1.5M |
| Clarus Group, Inc. | 0.64% | Reduce -15.1% | 36,602 | $1.5M |
| FMR LLC | 0.00% | Add +18.2% | 36,497 | $1.5M |
| TAP Consulting, LLC | 0.29% | Add +3.8% | 36,220 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +0.3% | 35,960 | $1.5M |
| WBH Advisory Inc. | 0.14% | Reduce -0.3% | 35,772 | $1.5M |
| Princeton Global Asset Management LLC | 0.29% | Add +138.8% | 35,769 | $1.5M |
| Koa Wealth Management, LLC | 1.14% | Reduce -3.5% | 35,723 | $1.5M |
| Prelude Capital Management, LLC | 0.11% | Add +301.6% | 35,620 | $1.5M |
| Tsfg, LLC | 0.32% | Add +0.4% | 35,387 | $1.5M |
| Financial Freedom, LLC | 0.77% | Add +0.1% | 35,388 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Reduce -3.8% | 35,273 | $1.5M |
| Tidemark, LLC | 0.59% | Add +14.6% | 35,101 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.18% | Reduce -0.1% | 34,651 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +70.5% | 34,596 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +302.3% | 34,201 | $1.4M |
| Ocean Park Asset Management, LLC | 0.06% | No change | 33,512 | $1.4M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.2% | 33,019 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +0.8% | 32,965 | $1.4M |
| Fortem Financial Group, LLC | 0.55% | New | 32,936 | $1.4M |
| Beacon Financial Advisory LLC | 0.46% | Add +19.6% | 32,904 | $1.4M |
| JFS Wealth Advisors, LLC | 0.09% | New | 32,260 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +294.1% | 32,118 | $1.3M |
| Clear Creek Financial Management, LLC | 0.15% | Reduce -3.1% | 31,963 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -4.0% | 31,923 | $1.3M |
| Kraematon Investment Advisors, Inc. | 1.29% | Add +12.3% | 31,882 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.65% | Add +2.5% | 31,631 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +15.9% | 31,296 | $1.3M |
| Key Client Fiduciary Advisors, LLC | 0.59% | Add +23.0% | 31,270 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +32.4% | 31,148 | $1.3M |
| Dumont & Blake Investment Advisors LLC | 0.34% | Reduce -50.3% | 30,960 | $1.3M |
| Powell Investment Advisors, LLC | 0.59% | Reduce -10.3% | 30,819 | $1.3M |
| Autumn Glory Partners, LLC | 0.48% | Reduce -2.8% | 30,620 | $1.3M |
| Cascade Financial Partners, LLC | 0.15% | Add +7.1% | 29,553 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +9.3% | 29,585 | $1.2M |
| IFP Advisors, Inc | 0.04% | Reduce -1.2% | 28,760 | $1.2M |
| Barings LLC | 0.03% | No change | 28,426 | $1.2M |
| Level Four Advisory Services, LLC | 0.05% | Add +117.0% | 28,217 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -23.5% | 28,166 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -23.5% | 28,166 | $1.2M |
| Cookson Peirce & Co. Inc. | 0.05% | Reduce -2.9% | 28,039 | $1.2M |
| Wealthspire Retirement, LLC | 0.09% | Add +1.5% | 27,989 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.3% | 28,082 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.27% | Add +2.9% | 27,842 | $1.1M |
| Insight Advisors, LLC/ PA | 0.20% | Add +1.0% | 27,583 | $1.1M |
| Legacy PCG, LLC | 0.80% | Reduce -68.8% | 27,201 | $1.1M |
| Sowell Financial Services LLC | 0.05% | New | 26,989 | $1.1M |
| Brookstone Capital Management | 0.02% | Add +1.6% | 26,679 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.08% | New | 26,645 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -7.6% | 26,519 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -12.2% | 26,248 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -3.4% | 25,780 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.0% | 26,023 | $1.1M |
| Cobblestone Asset Management LLC | 0.63% | Add +4.9% | 25,540 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | New | 25,197 | $1.0M |
| Harbor Investment Advisory, LLC | 0.10% | No change | 25,077 | $1.0M |
| Advisor Resource Council | 0.46% | Add +16.0% | 24,848 | $1.0M |
| Financial Counselors Inc. | 0.01% | Reduce -4.2% | 24,129 | $993K |
| Providence First Trust Co | 0.41% | No change | 23,628 | $973K |
| Lanark Financial, Inc. | 0.08% | Add +2.2% | 23,557 | $969K |
| Ellis Investment Partners, LLC | 0.19% | Add +0.0% | 23,374 | $962K |
| Intrepid Financial Planning Group LLC | 0.41% | Reduce -3.6% | 23,146 | $953K |
| GeoWealth Management, LLC | 0.03% | Add +39.5% | 22,684 | $934K |
| Principal Securities, Inc. | 0.02% | Reduce -15.0% | 22,673 | $933K |
| Citigroup Inc. | 0.00% | Add +9.9% | 22,623 | $931K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.1% | 22,605 | $930K |
| GenTrust, LLC | 0.04% | Reduce -98.3% | 22,048 | $907K |
| SlateStone Wealth, LLC | 0.08% | New | 21,418 | $882K |
| Magnus Financial Group LLC | 0.09% | Add +129.2% | 21,079 | $868K |
| Fort Point Capital Partners LLC | 0.11% | Reduce -0.1% | 20,826 | $857K |
| First Heartland Consultants, Inc. | 0.09% | Add +17.2% | 20,730 | $853K |
| Prosperity Financial Group, Inc. | 0.47% | Reduce -53.3% | 20,532 | $845K |
| Essex Financial Services, Inc. | 0.06% | Reduce -39.8% | 20,212 | $844K |
| Arkadios Wealth Advisors | 0.05% | Add +31.4% | 20,136 | $829K |
| Bard Associates Inc. | 0.28% | Reduce -0.5% | 20,075 | $826K |
| Atria Investments, Inc | 0.01% | Reduce -50.5% | 19,749 | $813K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.2% | 19,739 | $812K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +1.2% | 19,304 | $795K |
| Apollon Wealth Management, LLC | 0.02% | Add +82.7% | 19,292 | $794K |
| Raymond James Trust N.A. | 0.02% | Reduce -32.5% | 18,903 | $778K |
| Pekin Hardy Strauss, Inc. | 0.10% | Add +13.0% | 18,855 | $776K |
| Citizens Financial Group Inc. | 0.02% | Add +0.2% | 18,455 | $760K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +25.0% | 18,426 | $758K |
| Okabena Investment Services Inc. | 0.21% | New | 18,000 | $741K |
| Choreo, LLC | 0.01% | Add +1.3% | 18,040 | $739K |
| Valued Retirements, Inc. | 1.00% | No change | 17,597 | $724K |
| Barometer Capital Management Inc. | 0.21% | New | 17,450 | $718K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.33% | Reduce -2.7% | 17,447 | $718K |
| Accel Wealth Management | 0.26% | Reduce -1.6% | 17,256 | $710K |
| Sage Mountain Advisors LLC | 0.06% | No change | 16,793 | $691K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -95.1% | 16,733 | $689K |
| Caprock Group, LLC | 0.03% | Add +43.0% | 16,715 | $688K |
| Mutual Advisors, LLC | 0.02% | Add +2.6% | 16,529 | $685K |
| Stephen J. Garry & Associates, LLC | 0.65% | Reduce -1.8% | 16,600 | $683K |
| BCGM Wealth Management, LLC | 0.22% | Add +1.2% | 16,588 | $683K |
| Mechanics Bank Trust Department | 0.09% | Add +56.7% | 16,575 | $682K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.6% | 16,492 | $679K |
| Captrust Financial Advisors | 0.00% | Reduce -14.4% | 16,412 | $676K |
| Willner & Heller, LLC | 0.59% | Add +3.4% | 16,205 | $667K |
| Archford Capital Strategies, LLC | 0.10% | Reduce -3.6% | 15,545 | $655K |
| Private Trust Co. NA | 0.07% | Reduce -12.0% | 15,920 | $655K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.9% | 15,911 | $655K |
| Good Life Advisors, LLC | 0.04% | Add +111.4% | 15,680 | $645K |
| Tandem Capital Management Corp. | 0.34% | Reduce -3.7% | 15,670 | $645K |
| Pinnacle Wealth Management Group, Inc. | 0.41% | Reduce -76.0% | 15,649 | $644K |
| Interactive Financial Advisors, Inc. | 0.33% | Add +0.6% | 15,605 | $642K |
| Strategic Advisors LLC | 0.12% | Reduce -49.7% | 15,444 | $636K |
| World Investment Advisors | 0.02% | Add +23.1% | 15,403 | $634K |
| RPg Family Wealth Advisory, LLC | 0.20% | Add +5.1% | 15,371 | $633K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.5% | 14,945 | $615K |
| Wellington Shields Capital Management, LLC | 0.11% | Reduce -25.2% | 14,875 | $612K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.5% | 14,657 | $603K |
| Finivi Inc. | 0.49% | Add +1.0% | 14,558 | $599K |
| 1858 Wealth Management, LLC | 0.49% | Add +0.2% | 14,482 | $596K |
| Claro Advisors Inc. | 0.08% | Reduce -0.0% | 14,264 | $587K |
| Moneco Advisors, LLC | 0.07% | Reduce -62.7% | 14,197 | $584K |
| Realta Investment Advisors | 0.27% | Add +275.1% | 13,821 | $583K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 13,828 | $569K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +9.3% | 13,732 | $565K |
| Prosperity Wealth Management, Inc. | 0.22% | Add +8.9% | 13,558 | $558K |
| Stephens Inc. | 0.01% | Reduce -7.1% | 13,524 | $557K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.9% | 13,316 | $548K |
| 1776 Wealth LLC | 0.25% | No change | 13,310 | $548K |
| Ancora Advisors LLC | 0.01% | Add +2.2% | 13,274 | $546K |
| Thrive Capital Management, LLC | 0.25% | Reduce -4.6% | 13,143 | $541K |
| Vestcor Inc | 0.02% | No change | 12,940 | $533K |
| WJ Wealth Management, LLC | 0.18% | No change | 12,600 | $519K |
| Private Portfolio Partners LLC | 0.10% | Add +7.7% | 12,413 | $511K |
| Stamos Capital Partners, L.P. | 0.12% | Reduce -26.4% | 12,160 | $501K |
| MADDEN SECURITIES Corp | 0.22% | Add +19.7% | 12,150 | $500K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.5% | 12,100 | $498K |
| Legacy Edge Advisors, LLC | 0.08% | Add +13.5% | 12,092 | $498K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +0.1% | 11,997 | $494K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -5.6% | 11,914 | $490K |
| Diversified, LLC | 0.05% | Reduce -11.6% | 11,871 | $489K |
| Diversified Enterprises, LLC | 0.05% | — | 11,871 | $489K |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.8% | 11,798 | $486K |
| Core Wealth Advisors, Inc. | 0.15% | No change | 11,712 | $482K |
| Investment Partners Asset Management, Inc. | 0.39% | Reduce -4.0% | 11,693 | $481K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.0% | 11,513 | $474K |
| Swisher Financial Concepts, Inc. | 0.30% | Reduce -3.9% | 11,599 | $471K |
| Eagle Wealth Strategies LLC | 0.34% | Reduce -1.1% | 11,347 | $467K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -16.6% | 11,127 | $458K |
| Secure Asset Management, LLC | 0.08% | Add +5.1% | 10,880 | $448K |
| Conservest Capital Advisors, Inc. | 0.05% | New | 11,107 | $442K |
| Valmark Advisers, Inc. | 0.01% | Add +5.1% | 10,705 | $441K |
| Jacobi Capital Management LLC | 0.03% | Add +7.2% | 10,660 | $439K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -2.2% | 10,447 | $430K |
| Premier Path Wealth Partners, LLC | 0.07% | Reduce -0.5% | 10,397 | $428K |
| Journey Advisory Group, LLC | 0.05% | No change | 11,391 | $422K |
| Cascade Investment Group, Inc. | 0.31% | Reduce -0.5% | 10,243 | $422K |
| Creative Financial Designs Inc. | 0.04% | Reduce -2.6% | 10,154 | $418K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -4.6% | 10,111 | $416K |
| DHK Financial Advisors, Inc. | 0.25% | No change | 10,000 | $412K |
| Merkkuri Wealth Advisors LLC | 0.32% | Add +0.2% | 9,984 | $411K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,976 | $408K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.4% | 9,765 | $402K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -7.8% | 9,763 | $402K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.3% | 9,512 | $401K |
| Kovack Advisors, Inc. | 0.04% | Reduce -4.3% | 9,725 | $400K |
| Great Diamond Partners, LLC | 0.10% | Add +1.1% | 9,527 | $392K |
| Arete Wealth Advisors, LLC | 0.03% | Add +10.3% | 9,579 | $392K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +156.7% | 9,518 | $392K |
| Whittier Trust Co. | 0.01% | No change | 9,189 | $378K |
| Werba Rubin Papier Wealth Management | 0.09% | Reduce -32.3% | 9,185 | $378K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +13.9% | 9,093 | $374K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 9,086 | $374K |
| Trustmark Bank Trust Department | 0.03% | Add +37.3% | 9,057 | $373K |
| Tyler-Stone Wealth Management | 0.07% | Add +100.0% | 9,046 | $372K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,900 | $366K |
| RFG Advisory, LLC | 0.01% | Add +2.8% | 8,786 | $362K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -1.9% | 8,742 | $360K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -7.8% | 8,687 | $358K |
| Townsquare Capital LLC | 0.00% | Add +35.7% | 8,506 | $350K |
| PVG Asset Management Corp. | 1.40% | New | 8,487 | $349K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.1% | 8,468 | $349K |
| Wealthspan Partners, LLC | 0.17% | No change | 8,461 | $348K |
| Purus Wealth Management, LLC | 0.15% | Reduce -0.1% | 8,446 | $348K |
| Heritage Wealth Management, Inc. | 0.11% | No change | 8,435 | $347K |
| Source Financial Advisors LLC | 0.10% | New | 8,326 | $343K |
| 5th Street Advisors, LLC | 0.17% | New | 8,300 | $342K |
| Avondale Wealth Management | 0.22% | No change | 8,158 | $336K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.9% | 8,051 | $331K |
| Advisors Management Group Inc. | 0.08% | Reduce -5.7% | 8,002 | $329K |
| Planning Directions Inc. | 0.20% | Add +0.1% | 7,988 | $329K |
| Wealthcare Capital Management LLC | 0.03% | New | 7,979 | $328K |
| Executive Wealth Management, LLC | 0.03% | Reduce -2.1% | 7,978 | $328K |
| Peoples Bank | 0.22% | Add +114.3% | 7,930 | $326K |
| Trust Point Inc. | 0.02% | New | 7,880 | $324K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +7.2% | 7,847 | $323K |
| Altus Wealth Group LLC | 0.14% | Reduce -10.4% | 7,750 | $319K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +9.3% | 7,742 | $319K |
| Avitas Wealth Management LLC | 0.04% | Reduce -1.7% | 7,717 | $318K |
| Holderness Investments Co. | 0.07% | Add +6.4% | 7,693 | $317K |
| GSG Advisors LLC | 0.10% | Add +0.2% | 7,712 | $316K |
| Warner Financial, Inc. | 0.14% | Add +0.1% | 7,647 | $315K |
| Provident Co of the Employees of the Hebrew University LTD | 0.35% | No change | 7,650 | $315K |
| Independent Advisor Alliance | 0.01% | Add +1.3% | 7,628 | $314K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -0.8% | 7,591 | $312K |
| Grandview Asset Management LLC | 0.18% | Reduce -5.0% | 7,529 | $310K |
| Global Financial Private Client, LLC | 0.12% | New | 7,500 | $309K |
| Csenge Advisory Group | 0.02% | Add +9.5% | 7,351 | $308K |
| Marcum Wealth, LLC | 0.03% | New | 7,407 | $305K |
| Lindbrook Capital, LLC | 0.03% | No change | 7,322 | $301K |
| Means Investment Co., Inc. | 0.03% | Reduce -0.5% | 7,183 | $296K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.0% | 7,179 | $295K |
| Fisher Asset Management | 0.00% | New | 7,165 | $295K |
| Berger Financial Group, Inc | 0.02% | Reduce -29.4% | 7,084 | $292K |
| Channel Wealth LLC | 0.09% | No change | 6,973 | $287K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 6,923 | $285K |
| Financial Sense Advisors, Inc. | 0.08% | Add +8.3% | 6,906 | $284K |
| Avior Wealth Management, LLC | 0.01% | Add +3.9% | 6,848 | $282K |
| L & S Advisors Inc | 0.03% | New | 6,814 | $280K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 6,812 | $280K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -0.0% | 6,730 | $277K |
| US Bancorp \de | 0.00% | Add +3.0% | 6,727 | $277K |
| Unique Wealth Strategies, LLC | 0.12% | Add +3.5% | 6,688 | $275K |
| TD Private Client Wealth LLC | 0.01% | Add +44.1% | 6,603 | $272K |
| Fairscale Capital, LLC | 0.24% | Reduce -0.6% | 6,588 | $271K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 6,515 | $268K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 6,490 | $267K |
| Whalen Wealth Management Inc. | 0.18% | Add +1.5% | 6,243 | $257K |
| Capital Insight Partners, LLC | 0.04% | No change | 6,209 | $256K |
| One Capital Management, LLC | 0.01% | Reduce -3.5% | 6,200 | $255K |
| Stonebridge Financial Planning Group, LLC | 0.12% | No change | 6,120 | $252K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.4% | 6,046 | $249K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -9.8% | 7,170 | $247K |
| Bison Wealth, LLC | 0.04% | Reduce -83.5% | 5,975 | $246K |
| Simplicity Wealth,LLC | 0.02% | Reduce -64.0% | 5,947 | $245K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -90.9% | 5,931 | $244K |
| Vontobel Holding Ltd. | 0.00% | New | 5,912 | $243K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 5,828 | $240K |
| HBK Sorce Advisory LLC | 0.01% | New | 5,723 | $236K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -4.4% | 5,722 | $236K |
| Elios Financial Group Inc. | 0.11% | — | 5,582 | $230K |
| Centurion Wealth Management LLC | 0.07% | — | 5,443 | $224K |
| Fifth Third Bancorp | 0.00% | New | 5,406 | $223K |
| Colonial Trust Co / SC | 0.03% | Add +170.0% | 5,400 | $222K |
| AE Wealth Management LLC | 0.00% | Reduce -4.2% | 5,371 | $221K |
| Endowment Wealth Management, Inc. | 0.14% | Reduce -22.0% | 5,254 | $216K |
| Embree Financial Group | 0.04% | New | 5,240 | $216K |
| Destiny Wealth Partners, LLC | 0.04% | New | 5,219 | $215K |
| Texas Yale Capital Corp. | 0.01% | New | 5,200 | $214K |
| Apollon Financial, LLC | 0.06% | New | 5,182 | $213K |
| Summit Trail Advisors, LLC | 0.01% | New | 5,125 | $211K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 5,092 | $210K |
| HB Wealth Management, LLC | 0.00% | New | 5,032 | $207K |
| WR Wealth Planners, LLC | 0.06% | Add +12.1% | 5,024 | $207K |
| Creekside Partners | 0.11% | New | 5,015 | $206K |
| NCM Capital Management, LLC | 0.10% | New | 5,006 | $206K |
| Point72 Hong Kong Ltd | 0.01% | New | 5,000 | $206K |
| Edge Capital Group, LLC | 0.01% | New | 4,886 | $201K |
| Gallacher Capital Management LLC | 0.09% | New | 4,885 | $201K |
| Castleview Partners, LLC | 0.11% | Reduce -47.9% | 4,618 | $190K |
| Cornerstone Planning Group LLC | 0.05% | No change | 4,521 | $188K |
| Parallel Advisors, LLC | 0.00% | Add +1.9% | 4,432 | $182K |
| Richardson Capital Management LLC | 0.12% | Add +8.3% | 4,276 | $176K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,110 | $169K |
| Garde Capital, Inc. | 0.01% | No change | 3,800 | $156K |
| Bokf, NA | 0.00% | No change | 3,800 | $155K |
| Valley National Advisers Inc. | 0.03% | Reduce -50.0% | 3,626 | $149K |
| Anchor Investment Management, LLC | 0.01% | New | 3,400 | $140K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,381 | $139K |
| Global Retirement Partners, LLC | 0.00% | Reduce -44.3% | 3,124 | $129K |
| Signaturefd, LLC | 0.00% | Reduce -5.5% | 3,076 | $127K |
| Capital Analysts, LLC | 0.01% | Reduce -93.0% | 3,002 | $123K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -32.8% | 2,971 | $122K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,852 | $117K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,785 | $115K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,766 | $114K |
| Concord Wealth Partners | 0.02% | Reduce -13.3% | 2,638 | $109K |
| Macroview Investment Management LLC | 0.11% | Add +0.2% | 2,615 | $108K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +21.4% | 2,535 | $104K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 2,367 | $97K |
| Banque Cantonale Vaudoise | 0.00% | No change | 2,313 | $95K |
| Russell Investments Group, Ltd. | 0.00% | Add +394.8% | 2,088 | $86K |
| Chilton Capital Management LLC | 0.00% | New | 2,054 | $85K |
| Beacon Capital Management, LLC | 0.01% | No change | 2,013 | $83K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,873 | $77K |
| Register Financial Advisors LLC | 0.04% | No change | 1,841 | $76K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -2.0% | 1,705 | $70K |
| Crewe Advisors LLC | 0.01% | Reduce -8.9% | 1,683 | $69K |
| Darwin Wealth Management, LLC | 0.02% | New | 1,659 | $68K |
| First United Bank & Trust | 0.02% | No change | 1,565 | $64K |
| New Millennium Group LLC | 0.04% | Reduce -8.8% | 1,513 | $62K |
| AllSquare Wealth Management LLC | 0.04% | Add +50.0% | 1,500 | $62K |
| Main Management LLC | 0.00% | New | 1,439 | $59K |
| Assetmark, Inc. | 0.00% | Add +401.5% | 1,359 | $56K |
| Rothschild Investment LLC | 0.00% | New | 1,300 | $54K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,300 | $54K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,167 | $48K |
| Clear Point Advisors Inc. | 0.03% | No change | 1,070 | $44K |
| Mather Group, Llc. | 0.00% | Add +0.2% | 1,057 | $44K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,054 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,044 | $43K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,041 | $43K |
| Covestor Ltd | 0.03% | Reduce -28.6% | 992 | $41K |
| First PREMIER Bank | 0.01% | New | 937 | $39K |
| Howe & Rusling Inc. | 0.00% | New | 938 | $39K |
| Winch Advisory Services, LLC | 0.01% | Add +0.2% | 921 | $38K |
| Sandy Spring Bank | 0.00% | No change | 807 | $33K |
| Addison Advisors LLC | 0.01% | Reduce -38.5% | 800 | $33K |
| Bank of New Hampshire | 0.01% | No change | 800 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 767 | $32K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -3.5% | 723 | $30K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 723 | $30K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.1% | 701 | $29K |
| VitalStone Financial, LLC | 0.02% | Add +1.8% | 611 | $25K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -38.9% | 550 | $23K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 542 | $22K |
| Archer Investment Corp | 0.01% | Add +0.2% | 513 | $21K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 500 | $21K |
| Spire Wealth Management | 0.00% | Reduce -50.0% | 491 | $20K |
| Blue Trust, Inc. | 0.00% | Reduce -37.8% | 508 | $19K |
| Trust Co. of Vermont | 0.00% | No change | 455 | $19K |
| Pacific Center for Financial Services | 0.00% | Add +0.2% | 444 | $18K |
| Truvestments Capital LLC | 0.00% | New | 429 | $18K |
| MCF Advisors LLC | 0.00% | No change | 420 | $17K |
| Main Street Group, LTD | 0.01% | No change | 403 | $17K |
| UMB Bank, n.a. | 0.00% | Add +171.2% | 396 | $16K |
| Bogart Wealth, LLC | 0.00% | Add +8.3% | 390 | $16K |
| Country Trust Bank | 0.00% | No change | 390 | $16K |
| M&R Capital Management Inc. | 0.00% | No change | 350 | $14K |
| Creekmur Asset Management LLC | 0.00% | Add +0.3% | 321 | $13K |
| Operose Advisors LLC | 0.00% | New | 312 | $13K |
| Gen-Wealth Partners Inc | 0.01% | No change | 275 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | New | 250 | $10K |
| Dunhill Financial, LLC | 0.01% | New | 245 | $10K |
| FSA Wealth Management LLC | 0.00% | — | 229 | $9K |
| PFS Partners, LLC | 0.01% | No change | 218 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | New | 215 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 210 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -23.8% | 205 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 203 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 203 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 195 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 189 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 187 | $8K |
| Horizon Financial Services, LLC | 0.00% | New | 182 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 151 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 148 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 125 | $5K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 120 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 119 | $5K |
| Key Financial Inc | 0.00% | No change | 106 | $4K |
| NorthRock Partners, LLC | 0.00% | New | 102 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 100 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 111 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 95 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 93 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 76 | $3K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -13.3% | 65 | $3K |
| Syntrinsic LLC | 0.00% | No change | 66 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 66 | $3K |
| Morse Asset Management, Inc | 0.00% | New | 55 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 50 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 50 | $2K |
| Pflug Koory, LLC | 0.00% | — | 50 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 36 | $1K |
| BlackRock, Inc. | 0.00% | — | 35 | $1K |
| Red Tortoise LLC | 0.00% | No change | 30 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 28 | $1K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 26 | $1K |
| Belpointe Asset Management LLC | 0.00% | Reduce -3.9% | 25 | $1K |
| FWL Investment Management, LLC | 0.00% | New | 21 | $880 |
| St Germain D J Co. Inc. | 0.00% | No change | 10 | $412 |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 7 | $289 |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $124 |
"% of holder's portfolio" is PAVE's weight in each manager's 13F, not the share of Global X US Infrastructure the manager owns.