Global X US InfrastructurePAVEETF

13F holders, Q3 2025 (September 30)
619holders +13
60new positions
41sold out
3famous investors
$47.61avg. 13F price*

At the end of Q3 2025, 619 institutions reported holding Global X US Infrastructure (PAVE) in their 13F filings, up 13 from Q2 2025. 60 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($1.2B), Bank of Montreal ($1.1B) and Morgan Stanley ($473.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Global X US Infrastructure
CUSIP
37954Y673
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 520Q1 2024Q2 2024: 526Q2 2024Q3 2024: 548Q3 2024Q4 2024: 595Q4 2024Q1 2025: 584Q1 2025Q2 2025: 606Q2 2025Q3 2025: 619Q3 2025Q4 2025: 679Q4 2025Q1 2026: 737Q1 2026Q2 2026: 821Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions60$38.4M
Exits41$26.8M

All 13F filers, Q2 2025 → Q3 2025: 8,341,244 shares bought and 2,931,546 shares sold, net +5,409,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 619 holders

Bank of America Corp. 0.09% Add +7.2% 24,259,423 $1.2B
Bank of Montreal 0.48% Add +4.4% 23,774,892 $1.1B
Morgan Stanley 0.03% Add +2.7% 9,929,784 $473.0M
LPL Financial LLC 0.10% Add +4.2% 7,287,974 $347.1M
Harel Insurance Investments & Financial Services Ltd. 1.94% Reduce -0.0% 4,544,331 $216.4M
JPMorgan Chase & Co. 0.01% Add +4.2% 3,630,122 $172.9M
CIBC Private Wealth Group LLC 0.28% Add +5.8% 3,422,644 $163.0M
Wells Fargo & Company 0.03% Reduce -2.3% 3,035,848 $144.6M
Clal Insurance Enterprises Holdings Ltd 0.91% No change 2,493,750 $118.8M
UBS Group AG 0.02% Add +4.3% 2,242,293 $106.8M
Osaic Holdings, Inc. 0.15% Add +162.4% 2,252,639 $106.5M
Envestnet Asset Management Inc. 0.03% Add +5.2% 2,117,699 $100.9M
Northwestern Mutual Wealth Management Co. 0.06% Add +13.8% 1,928,003 $91.8M
Waddell & Associates, LLC 7.67% Add +3.6% 1,892,168 $90.1M
Royal Bank of Canada 0.01% Add +7.8% 1,506,135 $71.7M
RiverFront Investment Group, LLC 1.21% Add +4.6% 1,444,152 $68.8M
Raymond James Financial Inc. 0.02% Reduce -9.3% 1,414,943 $67.4M
First Interstate Bank 3.15% Add +0.3% 1,197,751 $57.0M
Commonwealth Equity Services, LLC 0.07% Reduce -5.0% 1,145,707 $54.6M
Moss Adams Wealth Advisors LLC 4.18% Add +8.2% 1,126,103 $53.6M
Principal Financial Group Inc. 0.03% No change 1,073,400 $51.1M
Meitav Investment House Ltd. 0.64% Reduce -46.2% 1,011,204 $48.2M
Axxcess Wealth Management, LLC 1.00% Add +16.7% 989,652 $47.1M
Capital Asset Advisory Services LLC 1.95% Add +22.1% 948,966 $45.2M
Ameriprise Financial Inc. 0.01% Reduce -1.5% 899,483 $42.9M
Cetera Investment Advisers 0.05% Add +19.4% 897,981 $42.8M
Mariner, LLC 0.05% Reduce -1.4% 883,118 $42.1M
HighTower Advisors, LLC 0.04% Add +1.1% 749,278 $35.7M
Kestra Advisory Services, LLC 0.14% Add +7.7% 652,437 $31.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.07% No change 647,770 $30.8M
Destination Wealth Management 0.84% Reduce -0.6% 638,731 $30.4M
Evolution Wealth Advisors, LLC 3.86% Add +1.1% 603,857 $28.8M
Focus Partners Wealth 0.04% Add +1.1% 559,358 $26.6M
MML Investors Services, LLC 0.07% Add +4.4% 550,508 $26.2M
Stratos Wealth Partners, LTD. 0.31% Reduce -2.3% 543,411 $25.9M
Cooper Financial Group 2.86% Add +0.2% 541,720 $25.8M
Mirae Asset Global Investments Co., Ltd. 0.08% No change 540,000 $25.7M
Great Valley Advisor Group, Inc. 0.50% Add +1.9% 524,383 $25.0M
Evergreen Capital Management LLC 0.58% Add +2.1% 515,937 $24.6M
Van Eck Associates Corp. 0.02% Add +67.7% 458,224 $21.8M
Eagle Strategies LLC 2.44% Add +4.7% 383,456 $18.3M
Thrivent Financial for Lutherans 0.04% Add +10.9% 380,969 $18.1M
Cwm, LLC 0.05% Reduce -0.3% 380,581 $18.1M
360 Financial, Inc. 5.62% Add +3.3% 366,930 $17.5M
HBW Advisory Services LLC 1.94% Reduce -1.4% 361,174 $17.2M
Cambridge Investment Research Advisors, Inc. 0.04% Add +9.4% 344,237 $16.4M
Janney Montgomery Scott LLC 0.04% Add +11.9% 336,358 $16.0M
Goldman Sachs Group Inc. 0.00% Reduce -3.1% 333,470 $15.9M
Stifel Financial Corp. 0.01% Add +1.6% 331,951 $15.8M
Riggs Asset Managment Co. Inc. 3.41% Add +0.4% 330,581 $15.7M
Rockefeller Capital Management L.P. 0.03% Add +8.3% 318,421 $15.2M
Mfa Wealth Advisors, LLC 3.25% Reduce -0.1% 312,029 $14.9M
Vishria Bird Financial Group, LLC 2.82% Reduce -0.4% 302,058 $14.4M
Private Advisor Group, LLC 0.07% Reduce -1.6% 278,477 $13.3M
Gerber Kawasaki Wealth & Investment Management 0.45% Add +3.3% 276,250 $13.2M
Cibc World Market Inc. 0.03% Reduce -0.5% 275,506 $13.1M
CX Institutional 0.36% Add +2.2% 249,259 $11.9M
Altfest L J & Co. Inc. 1.31% Add +2.3% 245,973 $11.7M
Robertson Stephens Wealth Management, LLC 0.35% Add +3.5% 245,734 $11.7M
Marshall Financial Group, LLC 2.26% Add +3.7% 243,885 $11.6M
Equitable Holdings, Inc. 0.08% Add +5.5% 234,924 $11.2M
Sanctuary Advisors, LLC 0.06% Add +8.6% 232,991 $11.1M
Ogorek Anthony Joseph /NY/ 3.14% Reduce -1.4% 230,453 $11.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.24% No change 229,190 $10.9M
Blair William & Co. 0.03% Add +2.6% 225,265 $10.7M
Sage Capital Management, LLC 4.75% Reduce -2.3% 221,524 $10.6M
MAI Capital Management 0.07% Add +0.5% 218,598 $10.4M
Wealthcare Advisory Partners LLC 0.21% Add +1.3% 209,140 $10.0M
Jmac Enterprises LLC 1.96% Reduce -0.2% 207,758 $9.9M
New England Private Wealth Advisors LLC 1.29% No change 206,204 $9.8M
Adapt Wealth Advisors, LLC 3.59% Add +2.6% 204,207 $9.7M
Symphony Financial Services, Inc. 5.14% Add +5.9% 200,491 $9.5M
National Philanthropic Trust 0.10% Reduce -0.1% 194,403 $9.3M
Deane Retirement Strategies, Inc. 3.98% New 194,181 $9.2M
Financial Partners Group, Inc 1.08% Add +2.1% 181,952 $8.7M
Clarus Group, Inc. 3.01% Add +2.1% 181,675 $8.7M
Steward Partners Investment Advisory, LLC 0.05% Add +1.0% 166,495 $7.9M
Investors Research Corp 1.42% Add +10.9% 161,518 $7.7M
5th Street Advisors, LLC 3.68% Add +1.0% 156,052 $7.4M
IHT Wealth Management, LLC 0.19% Add +3.3% 155,229 $7.4M
Exchange Traded Concepts, LLC 0.07% Reduce -13.9% 152,896 $7.3M
Quadrant Private Wealth Management, LLC 1.32% Reduce -0.9% 151,692 $7.2M
Strive Asset Management, LLC 3.87% Add +22.8% 149,773 $7.1M
Jones Financial Companies LLLP 0.00% Add +26.1% 149,973 $7.1M
Cascade Financial Partners, LLC 0.73% Add +6.3% 134,313 $6.4M
NewEdge Advisors, LLC 0.03% Add +19.1% 133,261 $6.3M
Ameritas Investment Partners, Inc. 0.19% Add +6.5% 128,401 $6.1M
NTV Asset Management LLC 0.66% Reduce -3.0% 127,217 $6.1M
Castle Wealth Management LLC 2.00% Reduce -0.6% 124,323 $5.9M
Ausdal Financial Partners, Inc. 0.28% Add +7.8% 119,978 $5.7M
Fortem Financial Group, LLC 1.64% Add +2.4% 119,713 $5.7M
Y.D. More Investments Ltd 0.32% Add +30.6% 118,989 $5.7M
Retirement Planning Group, LLC / NY 4.13% Add +0.7% 115,849 $5.5M
Washington Growth Strategies LLC 3.83% Reduce -0.7% 112,708 $5.4M
Capital Advantage, Inc. 0.81% Add +7.2% 112,440 $5.4M
Montag A & Associates Inc. 0.24% Reduce -2.0% 110,030 $5.2M
Snowden Capital Advisors LLC 0.14% Add +2.0% 107,221 $5.1M
Phoenix Financial Ltd. 0.06% New 131,000 $5.1M
National Bank of Canada 0.01% Reduce -1.5% 107,026 $5.1M
Aspire Capital Advisors LLC 1.24% Add +24.0% 105,747 $5.0M
Arq Wealth Advisors, LLC 1.42% Add +36.0% 100,855 $4.8M
Harbour Investments, Inc. 0.10% Add +1.8% 96,037 $4.6M
Peddock Capital Advisors, LLC 0.97% Add +2.1% 94,957 $4.5M
Merit Financial Group, LLC 0.04% Reduce -24.5% 94,645 $4.5M
Austin Wealth Management, LLC 0.71% Add +0.8% 95,277 $4.5M
Allworth Financial LP 0.02% Add +7.2% 94,322 $4.5M
Orion Porfolio Solutions, LLC 0.03% Add +1.8% 93,712 $4.5M
Independent Financial Group, LLC 0.11% Add +18.2% 92,739 $4.4M
Fifth Third Securities, Inc. 0.30% Reduce -23.1% 92,155 $4.4M
WT Wealth Management 1.26% Reduce -4.6% 91,970 $4.4M
Northern Trust Corp. 0.00% Add +50.9% 91,191 $4.3M
PMG Wealth Management, Inc. 3.28% Add +0.7% 90,586 $4.3M
Bank Hapoalim BM 0.55% Reduce -2.0% 90,066 $4.3M
Bleakley Financial Group, LLC 0.10% Reduce -9.5% 89,949 $4.3M
Oppenheimer & Co. Inc. 0.05% Add +5.6% 86,238 $4.1M
MRA Advisory Group 1.78% Reduce -2.8% 85,660 $4.1M
Citigroup Inc. 0.00% Add +6.4% 85,162 $4.1M
NorthCrest Asset Manangement, LLC 0.10% Add +0.0% 83,784 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.7% 81,294 $3.9M
Kingsview Wealth Management, LLC 0.06% Add +9.5% 80,957 $3.9M
WealthBridge Capital Management, LLC 0.89% Add +11.1% 79,196 $3.8M
Evoke Wealth, LLC 0.08% Add +40.8% 78,954 $3.8M
PFG Advisors 0.15% Add +3.8% 78,305 $3.7M
Elyxium Wealth, LLC 1.28% Reduce -14.0% 77,069 $3.7M
Truist Financial Corp. 0.00% Add +3.8% 76,533 $3.6M
Paladin Advisory Group, LLC 2.76% Reduce -1.1% 74,413 $3.5M
Russell Investments Group, Ltd. 0.00% Add +231.3% 74,345 $3.5M
Creative Planning 0.00% Add +16.4% 73,106 $3.5M
Summit Trail Advisors, LLC 0.05% Add +0.2% 70,571 $3.4M
Systelligence, LLC 0.64% Reduce -64.3% 70,525 $3.4M
Cary Street Partners Financial LLC 0.09% Add +75.4% 70,149 $3.3M
FMR LLC 0.00% Add +19.5% 68,607 $3.3M
Byrne Financial Freedom, LLC 1.57% Add +12.5% 66,384 $3.2M
First Heartland Consultants, Inc. 0.25% Add +51.0% 65,045 $3.1M
SFI Advisors, LLC 1.97% Reduce -2.0% 64,886 $3.1M
Provident Co of the Employees of the Hebrew University LTD 3.08% No change 64,850 $3.1M
Apollon Wealth Management, LLC 0.05% Add +13.8% 64,101 $3.1M
Transatlantique Private Wealth LLC 0.99% Add +8.4% 63,552 $3.0M
Laurel Wealth Advisors LLC 0.42% Add +1.9% 62,978 $3.0M
Meridian Wealth Management, LLC 0.11% Reduce -3.6% 62,805 $3.0M
Nations Financial Group Inc, /Ia/ 0.18% Reduce -3.3% 62,288 $3.0M
Sovran Advisors, LLC 0.26% Add +138.8% 61,668 $3.0M
Arvest Investments, Inc. 0.41% Reduce -8.1% 59,733 $2.8M
D.A. Davidson & Co. 0.02% Add +16.4% 59,650 $2.8M
Burke & Herbert Bank & Trust Co. 0.61% Reduce -0.7% 59,595 $2.8M
Prosperity Financial Group, Inc. 1.04% Add +12.5% 59,471 $2.8M
Magnus Financial Group LLC 0.21% Add +8.2% 55,910 $2.7M
Prime Capital Investment Advisors, LLC 0.03% Reduce -1.5% 55,114 $2.6M
Comerica Bank 0.01% Reduce -2.1% 53,399 $2.5M
APS Management Group, Inc. 2.24% — 53,147 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Add +6.8% 52,979 $2.5M
AAFMAA Wealth Management & Trust LLC 1.00% Add +0.3% 52,800 $2.5M
Farther Finance Advisors, LLC 0.04% Add +7.1% 51,752 $2.5M
Hazlett, Burt & Watson, Inc. 0.86% Add +7.3% 51,190 $2.4M
REDW Wealth LLC 0.89% Reduce -0.2% 49,221 $2.3M
Main Street Financial Solutions, LLC 0.15% Add +0.0% 47,691 $2.3M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 6.35% No change 47,110 $2.2M
NorthRock Partners, LLC 0.04% New 46,621 $2.2M
Peck Wealth Management, LLC 2.10% — 46,142 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.6% 45,317 $2.2M
WealthCare Investment Partners, LLC 0.70% Reduce -7.7% 45,273 $2.2M
Foresight Capital Management Advisors, Inc. 1.21% Reduce -10.4% 45,196 $2.2M
Diversify Advisory Services, LLC 0.07% Add +53.9% 44,691 $2.2M
CreativeOne Wealth, LLC 0.05% Reduce -0.4% 44,441 $2.1M
Wealthfront Advisers LLC 0.00% Add +21.2% 43,958 $2.1M
Nvwm, LLC 0.46% Reduce -10.8% 42,983 $2.0M
US Bancorp \de 0.00% Add +4.9% 42,529 $2.0M
Moneco Advisors, LLC 0.17% Add +34.9% 42,507 $2.0M
Strategy Asset Managers LLC 0.36% Reduce -4.6% 42,207 $2.0M
Transamerica Financial Advisors, LLC 0.16% Add +1.8% 41,689 $2.0M
Royal Harbor Partners, LLC 0.67% Add +0.8% 41,275 $2.0M
Kraematon Investment Advisors, Inc. 1.65% Add +1.5% 40,577 $1.9M
American Institute for Advanced Investment Management, LLP 1.26% Reduce -1.9% 40,539 $1.9M
Marshall Investment Management, LLC 1.02% New 40,492 $1.9M
Lido Advisors, LLC 0.01% Add +28.2% 40,330 $1.9M
MGB Wealth Management, LLC 0.52% Reduce -7.7% 39,080 $1.9M
Key Client Fiduciary Advisors, LLC 0.62% Add +3.0% 38,687 $1.8M
Quantum Portfolio Management LLC 0.54% New 38,335 $1.8M
Foronjy Financial LLC 0.80% Reduce -2.2% 38,159 $1.8M
Baird Financial Group, Inc. 0.00% Add +1.4% 37,700 $1.8M
Focus Financial Network, Inc. 0.06% Add +7.4% 37,693 $1.8M
Capital Advisors, Ltd. LLC 0.20% Add +5.5% 37,336 $1.8M
CVA Family Office, LLC 0.23% Reduce -8.3% 36,771 $1.8M
World Investment Advisors 0.04% Reduce -2.0% 36,747 $1.8M
Koshinski Asset Management, Inc. 0.12% Add +4.7% 36,521 $1.7M
Mutual Advisors, LLC 0.04% Add +43.6% 36,263 $1.7M
Stamos Capital Partners, L.P. 0.33% Reduce -35.1% 36,359 $1.7M
Moneta Group Investment Advisors LLC 0.01% Reduce -8.4% 36,179 $1.7M
Atria Investments, Inc 0.02% Add +124.5% 36,074 $1.7M
JFS Wealth Advisors, LLC 0.10% No change 35,890 $1.7M
Western Wealth Management, LLC 0.09% Reduce -7.1% 35,620 $1.7M
Norris Financial Group, LLC 0.61% New 35,026 $1.7M
Beacon Financial Advisory LLC 0.38% Add +2.6% 34,861 $1.7M
Princeton Global Asset Management LLC 0.27% Add +0.9% 34,666 $1.7M
Koa Wealth Management, LLC 1.20% Reduce -4.6% 34,036 $1.6M
Spire Wealth Management 0.05% Add +6.0% 33,820 $1.6M
Perennial Investment Advisors, LLC 0.13% Reduce -14.0% 33,401 $1.6M
Joel Isaacson & Co., LLC 0.06% Add +0.3% 33,213 $1.6M
Prospera Financial Services Inc 0.03% Reduce -0.4% 32,911 $1.6M
Congress Asset Management Co. 0.01% Reduce -4.4% 32,723 $1.6M
O'ROURKE & COMPANY, Inc 0.64% Reduce -0.4% 32,284 $1.5M
WBH Advisory Inc. 0.12% Add +0.0% 32,016 $1.5M
&partners 0.01% Reduce -30.8% 32,004 $1.5M
Cornerstone Wealth Management, LLC 0.08% Add +10.3% 31,290 $1.5M
Financial Freedom, LLC 0.74% Reduce -1.5% 31,206 $1.5M
Trivium Point Advisory, LLC 0.15% Add +2.2% 31,104 $1.5M
Bison Wealth, LLC 0.14% Add +42.1% 30,779 $1.5M
BigSur Wealth Management LLC 0.36% Reduce -30.6% 30,810 $1.5M
Sigma Planning Corp 0.04% Add +6.0% 30,645 $1.5M
Comprehensive Money Management Services LLC 1.03% Reduce -2.8% 30,627 $1.5M
Kestra Private Wealth Services, LLC 0.02% Add +3.9% 30,492 $1.5M
Dumont & Blake Investment Advisors LLC 0.35% Reduce -0.5% 30,098 $1.4M
Citizens Financial Group Inc. 0.02% Reduce -13.3% 29,581 $1.4M
PNC Financial Services Group, Inc. 0.00% Reduce -4.3% 29,557 $1.4M
Insight Advisors, LLC/ PA 0.22% Add +2.5% 29,457 $1.4M
Mercer Global Advisors Inc. 0.00% Add +13.7% 29,325 $1.4M
Centaurus Financial, Inc. 0.07% Reduce -1.3% 29,095 $1.4M
ORG Partners LLC 0.26% Add +40.4% 28,937 $1.4M
IFP Advisors, Inc 0.04% Reduce -7.2% 28,773 $1.4M
Owen LaRue, LLC 0.54% New 28,743 $1.4M
Seaview Investment Managers LLC 0.51% Reduce -5.9% 28,742 $1.4M
LRI Investments, LLC 0.11% No change 28,657 $1.4M
Park Avenue Securities LLC 0.01% New 28,116 $1.3M
Cyndeo Wealth Partners, LLC 0.07% Reduce -1.5% 27,942 $1.3M
Cathy Pareto & Associates, Inc. 0.99% Add +6.4% 27,655 $1.3M
NewEdge Wealth, LLC 0.02% Add +4.3% 27,488 $1.3M
Kingswood Wealth Advisors, LLC 0.08% Add +4.1% 27,345 $1.3M
Pekin Hardy Strauss, Inc. 0.13% Reduce -0.7% 27,015 $1.3M
Wealthspire Advisors, LLC 0.01% Add +0.0% 26,540 $1.3M
Invst, LLC 0.14% Add +1.5% 26,484 $1.3M
Lanark Financial, Inc. 0.10% Add +18.8% 26,378 $1.3M
Trilogy Capital Inc. 0.06% Add +408.9% 26,222 $1.2M
Corient Private Wealth LP 0.00% Add +2.2% 26,076 $1.2M
Ameritas Advisory Services, LLC 0.08% Reduce -93.7% 25,997 $1.2M
Wedbush Securities Inc. 0.04% Reduce -12.4% 25,929 $1.2M
Dynamic Advisor Solutions LLC 0.04% Reduce -2.8% 25,811 $1.2M
Allodium Investment Consultants, LLC 0.68% Reduce -4.0% 25,371 $1.2M
HSBC Holdings PLC 0.00% Add +44.4% 25,301 $1.2M
Intrepid Financial Planning Group LLC 0.45% Reduce -0.6% 25,037 $1.2M
Brown Brothers Harriman & Co. 0.01% Reduce -13.3% 25,016 $1.2M
Cresset Asset Management, LLC 0.01% Add +0.0% 24,787 $1.2M
Perigon Wealth Management, LLC 0.02% Reduce -1.2% 24,388 $1.2M
Benjamin Edwards Inc. 0.01% Reduce -1.8% 24,176 $1.2M
Harbor Investment Advisory, LLC 0.09% Reduce -6.5% 23,882 $1.1M
Entrewealth, LLC 0.57% Add +4.7% 23,435 $1.1M
Kickstand Ventures, Llc. 0.24% Reduce -1.2% 23,102 $1.1M
Arkadios Wealth Advisors 0.03% Add +5.7% 22,989 $1.1M
Wealthcare Capital Partners, LLC 0.49% Add +7.2% 22,306 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +68.9% 21,961 $1.0M
Powell Investment Advisors, LLC 0.36% Reduce -0.4% 21,750 $1.0M
Ellis Investment Partners, LLC 0.18% Reduce -2.7% 21,388 $1.0M
First International Bank of Israel Ltd. 0.57% Reduce -0.2% 21,136 $1.0M
Wealthspire Retirement, LLC 0.06% Reduce -2.5% 20,884 $995K
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -8.7% 20,705 $986K
Nvest Financial, LLC 0.56% Reduce -3.3% 20,639 $983K
Bard Associates Inc. 0.26% Add +1.3% 20,503 $977K
Castleview Partners, LLC 0.53% Add +81.9% 20,389 $971K
Level Four Advisory Services, LLC 0.03% Add +14.4% 20,369 $970K
Sowell Financial Services LLC 0.04% Reduce -1.3% 20,346 $969K
Essex Financial Services, Inc. 0.06% Reduce -0.4% 20,342 $969K
Bensler, LLC 0.10% Add +1.7% 20,197 $962K
Sharkey, Howes & Javer 0.12% Reduce -14.6% 19,923 $949K
Parallel Advisors, LLC 0.02% Add +49.8% 19,776 $942K
Concurrent Investment Advisors, LLC 0.02% Add +12.7% 19,511 $929K
Clear Creek Financial Management, LLC 0.08% Reduce -7.3% 19,250 $917K
AIFG Consultants Ltd. 1.60% Reduce -6.5% 19,005 $905K
NorthCoast Asset Management LLC 0.00% Add +0.1% 18,373 $875K
Choreo, LLC 0.01% Reduce -0.6% 17,909 $853K
Avidian Wealth Enterprises, LLC 0.03% Reduce -13.7% 17,629 $840K
Vontobel Holding Ltd. 0.00% No change 17,252 $822K
SlateStone Wealth, LLC 0.07% Reduce -1.3% 17,239 $821K
TD Waterhouse Canada Inc. 0.01% Add +90.6% 17,146 $817K
Midwest Trust Co 0.01% Reduce -9.2% 17,086 $814K
Beaumont Financial Advisors, LLC 0.05% Add +0.1% 17,043 $812K
Captrust Financial Advisors 0.00% Add +9.0% 16,821 $801K
Sage Mountain Advisors LLC 0.05% No change 16,793 $800K
Cookson Peirce & Co. Inc. 0.03% Reduce -21.5% 16,543 $788K
Sequoia Financial Advisors, LLC 0.00% Reduce -8.7% 16,401 $781K
Sierra Capital LLC 0.09% No change 16,305 $777K
Twin Focus Capital Partners, LLC 0.10% New 16,301 $776K
Valued Retirements, Inc. 0.87% No change 17,597 $767K
Smith, Moore & Co. 0.06% New 16,060 $765K
Fort Point Capital Partners LLC 0.10% Reduce -12.5% 15,933 $759K
Connecticut Wealth Management, LLC 0.03% New 15,697 $748K
Brookstone Capital Management 0.01% Reduce -8.3% 15,590 $743K
Accel Wealth Management 0.21% Add +0.1% 15,518 $739K
Mine & Arao Wealth Creation & Management, LLC. 0.30% Reduce -1.2% 15,517 $739K
Willner & Heller, LLC 0.56% Add +11.9% 15,445 $736K
Autumn Glory Partners, LLC 0.30% Add +2.2% 15,381 $733K
Chicago Partners Investment Group LLC 0.02% Reduce -7.3% 15,038 $726K
Finivi Inc. 0.45% Add +0.4% 14,966 $713K
Tower Research Capital LLC (TRC) 0.02% New 14,962 $713K
Cabana LLC 4.33% Reduce -20.8% 14,870 $708K
O'shaughnessy Asset Management, LLC 0.00% Add +13.1% 14,365 $684K
OneDigital Investment Advisors LLC 0.01% Add +1.4% 14,342 $683K
Matauro, LLC 0.11% Add +3.8% 14,253 $679K
Ameraudi Asset Management, Inc. 0.41% No change 14,224 $677K
Stephens Inc. 0.01% Reduce -1.7% 14,108 $672K
Tandem Capital Management Corp. 0.31% Add +0.7% 13,970 $665K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -16.0% 13,886 $661K
Trustmark Bank Trust Department 0.04% Add +51.6% 13,811 $658K
Summit Financial, LLC 0.01% New 13,531 $644K
Citadel Advisors 0.00% New 13,161 $627K
Private Trust Co. NA 0.05% Reduce -10.9% 13,075 $623K
LWM Advisory Services, LLC 0.36% Reduce -0.3% 12,878 $613K
Fifth Third Bancorp 0.00% Add +177.4% 12,807 $610K
Signature Estate & Investment Advisors LLC 0.01% Add +0.7% 12,787 $609K
Jacobi Capital Management LLC 0.04% Add +0.6% 12,776 $609K
Barings LLC 0.01% No change 12,744 $607K
Ancora Advisors LLC 0.01% Reduce -2.9% 12,743 $607K
RFG Advisory, LLC 0.01% Add +13.2% 12,737 $607K
Stephen J. Garry & Associates, LLC 0.48% No change 12,690 $604K
Flagship Harbor Advisors, LLC 0.03% Add +16.2% 12,674 $604K
Pinnacle Wealth Management Group, Inc. 0.31% Reduce -2.0% 12,530 $597K
Gladstone Institutional Advisory LLC 0.02% Add +3.6% 12,418 $591K
Principal Securities, Inc. 0.01% Add +129.6% 12,357 $589K
Savant Capital, LLC 0.00% Add +1.7% 12,137 $578K
Claro Advisors Inc. 0.08% Reduce -2.0% 12,010 $572K
Okabena Investment Services Inc. 0.11% No change 12,000 $572K
Core Wealth Advisors, Inc. 0.15% No change 11,712 $558K
Tradition Wealth Management, LLC 0.04% Add +0.0% 11,524 $549K
Kovack Advisors, Inc. 0.05% Reduce -2.5% 11,330 $540K
Synovus Financial Corp. 0.01% Add +15.6% 11,272 $537K
Journey Advisory Group, LLC 0.04% Reduce -2.6% 11,225 $535K
Wellington Shields Capital Management, LLC 0.08% Reduce -25.2% 11,125 $530K
Sofi Wealth, LLC 0.03% Add +40.9% 11,115 $529K
Cerity Partners LLC 0.00% Add +129.3% 11,058 $527K
Compound Planning, Inc. 0.02% Reduce -35.3% 11,041 $526K
Acorn Wealth Advisors, LLC 0.16% Reduce -2.0% 11,037 $526K
Grandview Asset Management LLC 0.15% Add +5.5% 10,973 $523K
Investment Partners Asset Management, Inc. 0.34% Reduce -3.6% 10,904 $519K
BNP Paribas Financial Markets 0.00% Reduce -77.0% 10,829 $516K
Hilltop Holdings Inc. 0.03% Add +5.1% 10,798 $514K
Secure Asset Management, LLC 0.08% Add +8.2% 10,750 $512K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +0.9% 10,680 $509K
Geneos Wealth Management Inc. 0.01% Reduce -13.3% 10,466 $499K
Premier Path Wealth Partners, LLC 0.06% Add +0.3% 10,412 $496K
Qube Research & Technologies Ltd 0.00% Add +4813.7% 10,368 $494K
Strategic Advisors LLC 0.08% No change 10,367 $494K
Diversified Enterprises, LLC 0.03% Add +0.1% 10,305 $491K
Mgo One Seven LLC 0.01% Reduce -1.3% 10,217 $487K
Mechanics Bank Trust Department 0.07% Reduce -6.4% 10,200 $486K
Mill Creek Capital Advisors, LLC 0.01% Add +0.2% 10,169 $484K
Alteri Wealth LLC 0.17% Add +11.9% 10,154 $484K
Leavell Investment Management, Inc. 0.02% New 9,971 $475K
Visionary Wealth Advisors 0.02% No change 9,928 $473K
Pinnacle Associates Ltd. 0.01% No change 9,881 $471K
Johnson Investment Counsel Inc. 0.00% New 9,763 $465K
Whittier Trust Co. 0.01% Add +5.4% 9,689 $465K
Bank of New York Mellon Corp 0.00% Add +13.7% 9,727 $463K
Cardinal Point Capital Management ULC 0.03% New 9,816 $462K
Legacy PCG, LLC 0.28% Reduce -17.8% 9,658 $460K
Astoria Portfolio Advisors LLC. 0.12% Add +0.9% 9,480 $458K
Quantinno Capital Management LP 0.00% Add +5.0% 9,574 $456K
Valmark Advisers, Inc. 0.01% Add +4.9% 9,569 $456K
Alpha Financial Partners LLC 0.29% Reduce -3.7% 9,320 $444K
Great Diamond Partners, LLC 0.09% No change 9,319 $444K
Advisory Services Network, LLC 0.01% Add +22.7% 9,275 $442K
International Assets Investment Management, LLC 0.04% Add +1.9% 10,026 $441K
Werba Rubin Papier Wealth Management 0.07% No change 9,185 $437K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -33.4% 9,131 $435K
Foundations Investment Advisors, LLC 0.01% Reduce -13.0% 9,127 $435K
Ferguson Wellman Capital Management, Inc. 0.01% New 9,087 $433K
Interactive Financial Advisors, Inc. 0.23% Reduce -42.7% 8,970 $427K
Richardson Capital Management LLC 0.20% Reduce -0.3% 8,834 $421K
SeaCrest Wealth Management, LLC 0.04% Add +59.7% 8,701 $420K
Beacon Pointe Advisors, LLC 0.00% Add +32.1% 8,713 $415K
Scotia Capital Inc. 0.00% Add +14.3% 8,665 $413K
Keystone Financial Group 0.03% Add +12.8% 8,628 $411K
Vestcor Inc 0.01% No change 8,495 $405K
Purus Wealth Management, LLC 0.13% Reduce -1.8% 8,298 $395K
IFG Advisory, LLC 0.02% Reduce -0.6% 8,297 $395K
Stonebridge Financial Group, LLC 0.03% Add +6.3% 8,268 $394K
Total Clarity Wealth Management, Inc. 0.10% Reduce -2.8% 8,110 $386K
Planning Directions Inc. 0.20% Add +0.1% 8,011 $382K
Cullen/Frost Bankers, Inc. 0.00% Reduce -0.9% 7,975 $380K
AQR Capital Management 0.00% New 7,961 $379K
Pine Valley Investments Ltd Liability Co 0.02% Add +3.6% 7,804 $372K
Wealthspan Partners, LLC 0.14% No change 7,784 $371K
GSG Advisors LLC 0.10% Add +0.3% 7,758 $369K
Advisors Management Group Inc. 0.06% No change 7,740 $369K
Cascade Investment Group, Inc. 0.24% No change 7,704 $367K
Eagle Wealth Strategies LLC 0.18% Reduce -2.1% 7,692 $366K
Altus Wealth Group LLC 0.15% No change 7,650 $364K
GPS Wealth Strategies Group, LLC 0.04% Add +6.9% 7,606 $362K
Merkkuri Wealth Advisors LLC 0.26% Add +0.2% 7,584 $361K
Global Financial Private Client, LLC 0.13% No change 7,500 $357K
Ballentine Partners, LLC 0.01% No change 7,500 $357K
Valley National Advisers Inc. 0.05% No change 7,436 $354K
GeoWealth Management, LLC 0.01% Reduce -65.5% 7,398 $352K
Flaharty Asset Management, LLC 0.04% No change 7,385 $352K
DSG Capital Advisors, LLC 0.06% New 7,336 $349K
Claris Financial LLC 0.20% Reduce -2.4% 7,330 $349K
Silver Oak Securities, Incorporated 0.03% Add +15.1% 7,194 $343K
StoneX Group Inc. 0.01% Add +2.9% 7,130 $340K
Harbor Asset Planning, Inc. 0.29% Add +0.2% 6,832 $325K
Brandywine Oak Private Wealth LLC 0.03% No change 6,812 $324K
Mach-1 Financial Group, LLC 0.05% New 6,663 $317K
Integrity Advisory Solutions, LLC 0.05% — 6,663 $317K
Exchange Bank 0.22% No change 6,651 $317K
PFG Investments, LLC 0.02% Add +6.5% 6,650 $317K
Cheviot Value Management, LLC 0.03% No change 6,500 $314K
Fairscale Capital, LLC 0.22% No change 6,575 $313K
Susquehanna International Group, LLP 0.00% New 6,555 $312K
Crewe Advisors LLC 0.03% Add +164.7% 6,545 $312K
Ashton Thomas Private Wealth, LLC 0.01% New 6,536 $311K
Integrity Investment Advisors, LLC 0.21% New 6,512 $310K
FRG Family Wealth Advisors LLC 0.05% No change 6,490 $309K
Old National Bancorp 0.01% Reduce -1.8% 6,488 $309K
Sei Investments Co. 0.00% New 6,474 $308K
Neuberger Berman Group LLC 0.00% Add +27.0% 6,465 $308K
Heritage Oak Wealth Advisors LLC 0.11% Reduce -15.7% 6,451 $307K
Whittier Trust Co. of Nevada Inc. 0.01% Add +35.6% 6,382 $306K
Clark Asset Management, LLC 0.04% No change 6,396 $305K
Avondale Wealth Management 0.16% No change 6,308 $300K
1858 Wealth Management, LLC 0.21% No change 6,270 $299K
Caprock Group, LLC 0.01% — 6,383 $297K
Global Retirement Partners, LLC 0.01% Reduce -4.2% 6,216 $296K
Embree Financial Group 0.04% Reduce -19.9% 6,198 $295K
MADDEN SECURITIES Corp 0.09% No change 6,150 $293K
Heritage Wealth Management, Inc. 0.09% No change 6,125 $292K
Milestones Private Investment Advisors LLC 0.20% Add +2.9% 6,096 $290K
Conservest Capital Advisors, Inc. 0.03% Add +0.0% 6,086 $290K
Capital Insight Partners, LLC 0.05% No change 6,059 $289K
Archford Capital Strategies, LLC 0.03% Reduce -40.2% 6,044 $288K
HB Wealth Management, LLC 0.00% Add +7.7% 6,038 $288K
Barnes Wealth Management Group, Inc 0.16% Add +5.5% 6,024 $287K
Stratos Investment Management, LLC 0.01% Reduce -88.2% 5,979 $285K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 5,861 $279K
AE Wealth Management LLC 0.00% Add +31.5% 5,817 $277K
Warner Financial, Inc. 0.10% Add +0.1% 5,825 $277K
ProVise Management Group, LLC 0.02% New 5,691 $271K
HBK Sorce Advisory LLC 0.01% Reduce -1.2% 5,566 $266K
J.W. Cole Advisors, Inc. 0.01% Reduce -13.9% 5,567 $265K
Midland Wealth Advisors, LLC 0.01% New 5,562 $265K
Apollon Financial, LLC 0.04% Reduce -0.5% 5,552 $264K
DAVENPORT & Co LLC 0.00% Reduce -0.5% 5,510 $262K
Global View Capital Management LLC 0.06% New 5,495 $262K
GenTrust, LLC 0.01% Reduce -25.8% 5,481 $261K
Unique Wealth Strategies, LLC 0.10% Add +0.5% 5,463 $260K
Advisors Capital Management, LLC 0.00% Add +0.7% 5,452 $260K
First Business Financial Services, Inc. 0.02% No change 5,401 $257K
Colonial Trust Co / SC 0.03% No change 5,400 $257K
IMG Wealth Management, Inc. 0.17% Reduce -0.6% 5,366 $256K
Elevated Capital Advisors, LLC 0.06% Add +0.2% 5,360 $255K
Prosperity Wealth Management, Inc. 0.09% No change 5,256 $250K
TD Private Client Wealth LLC 0.01% Add +27.2% 5,223 $249K
Texas Yale Capital Corp. 0.01% No change 5,200 $248K
Kilter Group LLC 0.12% No change 5,170 $246K
Independent Advisor Alliance 0.01% New 5,118 $244K
Investment Partners, LTD. 0.09% New 5,099 $243K
Destiny Wealth Partners, LLC 0.03% Reduce -2.6% 5,082 $242K
Endowment Wealth Management, Inc. 0.11% Add +8.3% 5,018 $239K
Creekside Partners 0.11% No change 5,015 $239K
NCM Capital Management, LLC 0.09% No change 5,006 $238K
AlphaCore Capital LLC 0.01% Add +2.1% 5,001 $238K
Renaissance Technologies 0.00% New 5,000 $238K
Gateway Wealth Partners, LLC 0.03% Add +2.1% 4,986 $238K
Legacy Edge Advisors, LLC 0.03% Reduce -1.5% 4,980 $237K
Berger Financial Group, Inc 0.01% Add +7.9% 4,974 $237K
Arete Wealth Advisors, LLC 0.01% Reduce -23.8% 4,872 $232K
Black Diamond Financial, LLC 0.03% Reduce -2.8% 4,811 $229K
Apeiron RIA LLC 0.05% No change 4,800 $229K
Moors & Cabot, Inc. 0.01% No change 4,796 $228K
Silvia McColl Wealth Management, LLC 0.15% No change 4,784 $228K
Signal Advisors Wealth, LLC 0.02% New 4,775 $227K
Sandbox Financial Partners, LLC 0.06% Add +0.2% 4,745 $226K
Holderness Investments Co. 0.05% Add +2.6% 4,743 $226K
Barnes Pettey Financial Advisors, LLC 0.12% No change 4,722 $225K
Instrumental Wealth, LLC 0.16% New 4,668 $224K
Founders Financial Securities LLC 0.02% New 4,702 $224K
Navis Wealth Advisors, LLC 0.17% New 4,691 $223K
Wealthcare Capital Management LLC 0.02% New 4,670 $222K
Patten & Patten Inc. 0.01% No change 4,655 $222K
GK Wealth Management LLC 0.16% New 4,600 $219K
Stonebridge Financial Planning Group, LLC 0.08% Reduce -13.3% 4,570 $218K
Helium Advisors LLC 0.18% Reduce -45.2% 4,565 $217K
Means Investment Co., Inc. 0.02% New 4,534 $216K
First Manhattan Co. Llc. 0.00% Reduce -27.4% 4,500 $214K
Gries Financial LLC 0.03% New 4,497 $214K
Avantax Planning Partners, Inc. 0.01% Reduce -24.1% 4,486 $214K
Associated Banc-Corp 0.01% New 4,481 $213K
City Center Advisors, LLC 0.21% New 4,476 $213K
Simon Quick Advisors, LLC 0.01% New 4,470 $213K
Capstone Wealth Management Group LLC 0.13% Reduce -4.3% 4,429 $211K
Ieq Capital, LLC 0.00% New 4,424 $211K
Trust Point Inc. 0.02% New 4,420 $211K
Stratos Wealth Advisors, LLC 0.01% Reduce -7.2% 4,348 $207K
Arista Wealth Management, LLC 0.03% New 4,330 $206K
Envision Financial LLC 0.12% Reduce -66.0% 4,325 $206K
Transcend Capital Advisors, LLC 0.01% New 4,231 $202K
Gentry Private Wealth, LLC 0.14% New 4,224 $201K
Boreal Capital Management LLC 0.18% No change 4,000 $191K
Ameliora Wealth Management Ltd. 0.06% No change 4,000 $191K
Capital Investment Advisory Services, LLC 0.01% Add +17.4% 3,752 $179K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 3,749 $179K
Security National Bank 0.03% No change 3,700 $176K
Tidemark, LLC 0.05% Reduce -7.3% 3,465 $165K
Anchor Investment Management, LLC 0.01% No change 3,400 $162K
Golden State Wealth Management, LLC 0.02% Reduce -8.1% 3,328 $159K
Creative Financial Designs Inc. 0.01% Reduce -45.4% 3,237 $154K
Cornerstone Planning Group LLC 0.02% No change 3,026 $145K
Aptus Capital Advisors, LLC 0.00% Reduce -4.1% 3,033 $144K
Barclays PLC 0.00% No change 3,000 $143K
FWL Investment Management, LLC 0.04% Reduce -23.0% 2,996 $143K
Signaturefd, LLC 0.00% Reduce -4.2% 2,995 $143K
Capital Analysts, LLC 0.00% Reduce -11.0% 2,811 $134K
Edmond DE Rothschild Holding S.A. 0.00% No change 2,785 $133K
Horizon Investments, LLC 0.00% New 2,692 $128K
AdvisorNet Financial, Inc 0.01% Reduce -12.0% 2,562 $122K
Flagship Wealth Advisors, LLC 0.04% No change 2,545 $121K
Knuff & Co LLC 0.03% No change 2,500 $119K
Evolution Wealth Management Inc. 0.12% No change 2,443 $116K
Concord Wealth Partners 0.02% Reduce -16.4% 2,443 $116K
Blue Bell Private Wealth Management, LLC 0.02% No change 2,320 $111K
Westside Investment Management, Inc. 0.02% No change 2,205 $105K
Assetmark, Inc. 0.00% Add +10.7% 2,095 $100K
Sunbelt Securities, Inc. 0.01% Add +53.0% 2,042 $97K
IMA Advisory Services, Inc. 0.01% New 1,943 $93K
Rothschild Investment LLC 0.01% Add +40.4% 1,911 $91K
BankPlus Trust Department 0.02% No change 1,880 $90K
Register Financial Advisors LLC 0.03% No change 1,841 $88K
Tsfg, LLC 0.01% Reduce -1.5% 1,825 $87K
Trust Co. of Vermont 0.00% Reduce -34.4% 1,692 $81K
Avalon Trust Co 0.01% Add +149.0% 1,671 $80K
GAMMA Investing LLC 0.00% No change 1,632 $78K
New Millennium Group LLC 0.04% Reduce -98.7% 1,617 $77K
First United Bank & Trust 0.02% No change 1,565 $75K
AllSquare Wealth Management LLC 0.04% No change 1,500 $71K
Global Trust Asset Management, LLC 0.03% Add +75.0% 1,400 $67K
Main Street Group, LTD 0.02% No change 1,313 $63K
Glenmede Investment Management, LP 0.00% No change 1,300 $62K
Trust Co. of Toledo NA 0.01% No change 1,221 $58K
Elevation Wealth Partners, LLC 0.02% Add +0.3% 1,197 $57K
Glass Jacobson Investment Advisors llc 0.02% No change 1,182 $56K
Banque Cantonale Vaudoise 0.00% No change 1,157 $55K
Franklin Resources Inc. 0.00% Add +122.6% 1,133 $54K
Sound Income Strategies, LLC 0.00% No change 1,094 $52K
Founders Financial Alliance, LLC 0.01% Add +472.9% 1,014 $48K
Key Financial Inc 0.01% No change 959 $46K
LOM Asset Management Ltd 0.01% No change 940 $45K
Fourth Dimension Wealth, LLC 0.02% No change 891 $42K
Main Management LLC 0.00% Reduce -40.4% 858 $41K
Arlington Trust Co LLC 0.01% No change 850 $40K
Larson Financial Group LLC 0.00% Add +28.1% 833 $40K
Hanson & Doremus Investment Management 0.00% No change 827 $39K
Wealth Watch Advisors, INC 0.02% New 810 $39K
Addison Advisors LLC 0.01% No change 800 $38K
Bank of New Hampshire 0.01% No change 800 $38K
Wilmington Savings Fund Society, FSB 0.00% Reduce -81.8% 800 $38K
Salomon & Ludwin, LLC 0.00% No change 767 $37K
BlackRock, Inc. 0.00% Reduce -84.1% 769 $37K
Webster Bank, N. A. 0.00% No change 768 $37K
Winch Advisory Services, LLC 0.01% Reduce -7.9% 762 $36K
Motco 0.00% New 716 $34K
Crowley Wealth Management, Inc. 0.03% No change 700 $33K
UMB Bank, n.a. 0.00% No change 675 $32K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.3% 670 $32K
Ameriflex Group, Inc. 0.01% Reduce -54.8% 610 $29K
Atlantic Union Bankshares Corp 0.00% Reduce -5.0% 572 $27K
Operose Advisors LLC 0.01% No change 545 $26K
Morgan Dempsey Capital Management LLC 0.01% No change 545 $26K
Howe & Rusling Inc. 0.00% No change 538 $26K
Root Financial Partners, LLC 0.00% New 532 $25K
Archer Investment Corp 0.01% Add +0.2% 516 $25K
Hurley Capital, LLC 0.01% Add +0.4% 515 $25K
JNBA Financial Advisors 0.00% New 507 $24K
Consultiva Wealth Management, Corp. 0.07% No change 500 $24K
Comprehensive Financial Planning, Inc. 0.02% Add +0.7% 462 $22K
Pacific Center for Financial Services 0.01% Add +0.2% 446 $21K
Bogart Wealth, LLC 0.00% Reduce -10.0% 432 $21K
Darwin Wealth Management, LLC 0.01% Reduce -24.2% 429 $20K
MCF Advisors LLC 0.00% No change 420 $20K
KERR FINANCIAL PLANNING Corp 0.03% — 411 $19K
VSM Wealth Advisory, LLC 0.00% No change 334 $16K
Deutsche Bank AG 0.00% Add +3150.0% 325 $15K
Creekmur Asset Management LLC 0.00% Add +0.3% 323 $15K
Blue Trust, Inc. 0.00% Add +9.4% 280 $13K
Gen-Wealth Partners Inc 0.00% No change 275 $13K
Steigerwald, Gordon & Koch Inc. 0.00% New 273 $13K
Nemes Rush Group LLC 0.00% Add +37.8% 248 $12K
Vermillion Wealth Management, Inc. 0.00% No change 240 $11K
Signature Resources Capital Management, LLC 0.01% No change 235 $11K
Richard W. Paul & Associates, LLC 0.00% Reduce -51.8% 228 $11K
Frazier Financial Advisors, LLC 0.01% New 219 $10K
Pinnacle Bancorp, Inc. 0.00% No change 210 $10K
Bellevue Asset Management, LLC 0.00% No change 204 $10K
Asset Dedication, LLC 0.00% No change 203 $10K
SWAN Capital LLC 0.00% New 200 $10K
BOK Financial Private Wealth, Inc. 0.00% No change 200 $10K
Prestige Wealth Management Group LLC 0.00% No change 195 $9K
Bessemer Group Inc. 0.00% Add +768.2% 191 $9K
SBI Securities Co., Ltd. 0.00% Add +64.2% 174 $8K
RMG Wealth Management LLC 0.00% No change 154 $7K
FSA Wealth Management LLC 0.00% Reduce -34.8% 150 $7K
Future Financial Wealth Managment LLC 0.00% No change 150 $7K
PFS Partners, LLC 0.00% No change 145 $7K
Truvestments Capital LLC 0.00% Reduce -76.7% 100 $5K
Armstrong Advisory Group, Inc. 0.00% No change 95 $5K
American National Bank & Trust 0.00% No change 88 $4K
Group One Trading LLC 0.00% No change 83 $4K
Aspect Partners, LLC 0.00% No change 76 $4K
Activest Wealth Management 0.00% No change 76 $4K
Turning Point Benefit Group, Inc. 0.00% New 67 $3K
SouthState Bank Corp 0.00% No change 62 $3K
Barrett & Company, Inc. 0.00% Reduce -80.3% 59 $3K
Morse Asset Management, Inc 0.00% No change 56 $3K
McIlrath & Eck, LLC 0.00% No change 50 $2K
Salem Investment Counselors Inc. 0.00% No change 50 $2K
Duncker Streett & Co. Inc. 0.00% No change 43 $2K
CENTRAL TRUST Co 0.00% No change 41 $2K
Hager Investment Management Services, LLC 0.00% No change 35 $2K
Red Tortoise LLC 0.00% No change 30 $1K
Logan Capital Management Inc. 0.00% No change 28 $1K
Bridge Generations Wealth Management LLC 0.00% No change 23 $1K
St Germain D J Co. Inc. 0.00% No change 10 $476
Bernard Wealth Management Corp. 0.00% New 4 $191
Beacon Capital Management, Inc. 0.00% No change 1 $38
Guerra Advisors Inc 0.00% New 1 $38

"% of holder's portfolio" is PAVE's weight in each manager's 13F, not the share of Global X US Infrastructure the manager owns.