Global X US InfrastructurePAVEETF
13F holders, Q4 2025 (December 31)679holders +60
62new positions
39sold out
2famous investors
$47.83avg. 13F price*
At the end of Q4 2025, 679 institutions reported holding Global X US Infrastructure (PAVE) in their 13F filings, up 60 from Q3 2025. 62 opened new positions and 39 sold out. The largest holders were Bank of Montreal ($1.2B), Bank of America Corp. ($1.2B) and Morgan Stanley ($488.3M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $77.1M |
| Exits | 39 | $26.2M |
All 13F filers, Q3 2025 → Q4 2025: 12,171,617 shares bought and 2,384,232 shares sold, net +9,787,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 679 holders
| Bank of Montreal | 0.49% | Add +3.6% | 24,643,304 | $1.2B |
| Bank of America Corp. | 0.09% | Add +1.4% | 24,595,877 | $1.2B |
| Morgan Stanley | 0.03% | Add +2.9% | 10,218,475 | $488.3M |
| LPL Financial LLC | 0.10% | Add +4.7% | 7,627,988 | $364.5M |
| Harel Insurance Investments & Financial Services Ltd. | 2.59% | Add +37.3% | 6,239,139 | $299.1M |
| JPMorgan Chase & Co. | 0.02% | Add +30.5% | 4,736,398 | $226.4M |
| CIBC Private Wealth Group LLC | 0.29% | Add +6.7% | 3,652,125 | $174.5M |
| Wells Fargo & Company | 0.03% | Add +0.0% | 3,036,877 | $145.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +37.6% | 2,914,895 | $139.3M |
| Osaic Holdings, Inc. | 0.16% | Reduce -1.1% | 2,227,937 | $106.5M |
| UBS Group AG | 0.02% | Reduce -6.3% | 2,100,906 | $100.4M |
| Waddell & Associates, LLC | 6.18% | Add +1.3% | 1,917,540 | $91.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.58% | Reduce -24.9% | 1,871,750 | $89.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -5.3% | 1,826,796 | $87.3M |
| Moss Adams Wealth Advisors LLC | 6.15% | Add +56.7% | 1,764,263 | $84.8M |
| RiverFront Investment Group, LLC | 1.18% | Add +3.5% | 1,494,057 | $71.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.0% | 1,490,565 | $71.2M |
| Raymond James Financial Inc. | 0.02% | Add +3.8% | 1,467,981 | $70.2M |
| First Interstate Bank | 3.11% | Add +1.3% | 1,212,934 | $58.0M |
| Meitav Investment House Ltd. | 0.67% | Add +19.2% | 1,205,295 | $57.6M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -5.8% | 1,079,818 | $51.6M |
| Principal Financial Group Inc. | 0.03% | No change | 1,073,400 | $51.3M |
| Capital Asset Advisory Services LLC | 1.99% | Add +4.4% | 990,479 | $49.5M |
| Axxcess Wealth Management, LLC | 0.88% | Add +3.8% | 1,027,225 | $49.1M |
| Cetera Investment Advisers | 0.05% | Add +9.7% | 985,469 | $47.1M |
| Ameriprise Financial Inc. | 0.01% | Add +8.0% | 971,422 | $46.5M |
| Mariner, LLC | 0.05% | Reduce -0.5% | 878,453 | $42.0M |
| HighTower Advisors, LLC | 0.04% | Add +4.7% | 784,502 | $37.5M |
| Kestra Advisory Services, LLC | 0.15% | Add +14.8% | 749,234 | $35.8M |
| EP Wealth Advisors, LLC | 0.19% | — | 748,464 | $35.8M |
| Kestra Investment Management, LLC | 0.79% | New | 673,808 | $32.2M |
| MML Investors Services, LLC | 0.08% | Add +19.0% | 655,062 | $31.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.03% | No change | 647,770 | $31.2M |
| Van Eck Associates Corp. | 0.03% | Add +40.2% | 642,409 | $30.7M |
| Destination Wealth Management | 0.80% | Reduce -0.3% | 636,681 | $30.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +2031.1% | 624,954 | $29.9M |
| Evolution Wealth Advisors, LLC | 2.91% | Reduce -0.0% | 603,680 | $28.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +6.0% | 572,300 | $27.4M |
| Focus Partners Wealth | 0.03% | Add +1.2% | 566,157 | $27.0M |
| Great Valley Advisor Group, Inc. | 0.49% | Add +2.2% | 535,835 | $25.6M |
| Cooper Financial Group | 2.71% | Reduce -1.6% | 533,293 | $25.5M |
| Evergreen Capital Management LLC | 0.56% | Add +0.3% | 517,209 | $24.9M |
| Thrivent Financial for Lutherans | 0.04% | Add +29.1% | 491,637 | $23.5M |
| Stratos Wealth Partners, LTD. | 0.26% | Reduce -12.8% | 473,975 | $22.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +47.3% | 468,911 | $22.4M |
| Cwm, LLC | 0.05% | Add +3.4% | 393,561 | $18.8M |
| Eagle Strategies LLC | 2.34% | Add +0.1% | 383,744 | $18.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.5% | 373,390 | $17.8M |
| Private Advisor Group, LLC | 0.08% | Add +33.4% | 371,496 | $17.8M |
| 360 Financial, Inc. | 5.35% | Add +1.0% | 370,663 | $17.7M |
| Ameritas Advisory Services, LLC | 0.65% | Add +1302.2% | 364,538 | $17.4M |
| HBW Advisory Services LLC | 1.83% | Reduce -2.3% | 352,975 | $16.9M |
| Stifel Financial Corp. | 0.01% | Add +3.9% | 344,718 | $16.5M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.2% | 332,329 | $15.9M |
| Riggs Asset Managment Co. Inc. | 3.16% | Reduce -0.8% | 327,859 | $15.7M |
| Mfa Wealth Advisors, LLC | 3.24% | Add +2.8% | 320,636 | $15.3M |
| Stonebridge Financial Group, LLC | 1.24% | Add +3578.3% | 304,126 | $14.5M |
| Destiny Wealth Partners, LLC | 1.65% | Add +5445.1% | 281,803 | $14.4M |
| Cibc World Market Inc. | 0.02% | Reduce -1.5% | 271,371 | $13.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.45% | Reduce -2.3% | 269,811 | $12.9M |
| Robertson Stephens Wealth Management, LLC | 0.35% | Add +5.0% | 258,026 | $12.4M |
| CX Institutional | 0.36% | Add +0.9% | 251,534 | $12.0M |
| Equitable Holdings, Inc. | 0.08% | Add +6.2% | 249,551 | $11.9M |
| Marshall Financial Group, LLC | 2.30% | Add +1.8% | 248,382 | $11.9M |
| Altfest L J & Co. Inc. | 1.29% | Add +0.6% | 247,497 | $11.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.16% | No change | 229,190 | $11.0M |
| Blair William & Co. | 0.03% | Add +1.3% | 228,197 | $10.9M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -5.3% | 220,671 | $10.5M |
| Adapt Wealth Advisors, LLC | 3.52% | Add +4.8% | 214,036 | $10.2M |
| Sage Capital Management, LLC | 4.70% | Reduce -3.9% | 212,866 | $10.2M |
| Jmac Enterprises LLC | 1.91% | Add +0.6% | 208,958 | $10.0M |
| Jones Financial Companies LLLP | 0.01% | Add +38.4% | 207,482 | $9.9M |
| Rothschild Investment LLC | 0.54% | Add +10700.4% | 206,396 | $9.9M |
| Symphony Financial Services, Inc. | 5.04% | Add +2.6% | 205,781 | $9.8M |
| New England Private Wealth Advisors LLC | 1.22% | Reduce -0.5% | 205,164 | $9.8M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -1.9% | 205,129 | $9.8M |
| Financial Partners Group, Inc | 1.09% | Add +2.3% | 186,054 | $9.4M |
| MAI Capital Management | 0.05% | Reduce -12.9% | 190,473 | $9.1M |
| National Philanthropic Trust | 0.09% | Reduce -2.8% | 188,895 | $9.0M |
| IHT Wealth Management, LLC | 0.21% | Add +17.4% | 182,221 | $8.8M |
| Clarus Group, Inc. | 3.03% | Reduce -3.0% | 176,236 | $8.4M |
| Ogorek Anthony Joseph /NY/ | 2.31% | Reduce -23.7% | 175,925 | $8.4M |
| Investors Research Corp | 1.54% | Add +8.6% | 175,465 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +3.4% | 172,104 | $8.2M |
| Thryve Wealth Management LLC | 3.72% | — | 157,346 | $7.5M |
| Cascade Financial Partners, LLC | 0.74% | Add +13.5% | 152,446 | $7.3M |
| 5th Street Advisors, LLC | 3.39% | Reduce -2.8% | 151,727 | $7.3M |
| Quadrant Private Wealth Management, LLC | 1.19% | Reduce -0.7% | 150,592 | $7.2M |
| Tidal Investments LLC | 0.03% | New | 149,684 | $7.2M |
| WCG Wealth Advisors LLC | 0.19% | New | 145,005 | $6.9M |
| Y.D. More Investments Ltd | 0.32% | Add +16.2% | 138,273 | $6.6M |
| Ameritas Investment Partners, Inc. | 0.19% | Add +1.8% | 130,665 | $6.2M |
| &partners | 0.03% | Add +307.0% | 130,254 | $6.2M |
| Lake Hills Wealth Management, LLC | 3.21% | New | 128,792 | $6.2M |
| Washington Growth Strategies LLC | 3.94% | Add +13.0% | 127,402 | $6.1M |
| Copley Financial Group, Inc. | 3.72% | New | 125,750 | $6.0M |
| NTV Asset Management LLC | 0.64% | Reduce -1.4% | 125,466 | $6.0M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +3.8% | 124,489 | $5.9M |
| Castle Wealth Management LLC | 1.91% | Reduce -3.2% | 120,300 | $5.8M |
| Retirement Planning Group, LLC / NY | 3.91% | Add +2.7% | 118,986 | $5.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -10.4% | 119,410 | $5.7M |
| Fortem Financial Group, LLC | 1.52% | Reduce -0.4% | 119,245 | $5.7M |
| Independent Financial Group, LLC | 0.13% | Add +27.4% | 118,140 | $5.6M |
| Capital Advantage, Inc. | 0.76% | Add +4.8% | 117,846 | $5.6M |
| Guilbault Capital LLC | 6.13% | — | 114,563 | $5.5M |
| Cordoba Advisory Partners LLC | 1.34% | — | 112,400 | $5.4M |
| Arq Wealth Advisors, LLC | 1.41% | Add +8.6% | 109,509 | $5.2M |
| National Bank of Canada | 0.01% | Add +1.4% | 108,502 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -67.6% | 108,089 | $5.2M |
| Snowden Capital Advisors LLC | 0.13% | Reduce -0.1% | 107,127 | $5.2M |
| Aspire Capital Advisors LLC | 1.20% | Add +1.4% | 107,178 | $5.1M |
| Phoenix Financial Ltd. | 0.06% | No change | 131,000 | $5.1M |
| Montag A & Associates Inc. | 0.23% | Reduce -6.1% | 103,337 | $5.0M |
| Austin Wealth Management, LLC | 0.71% | Add +2.5% | 97,614 | $4.8M |
| Systelligence, LLC | 0.89% | Add +38.9% | 97,973 | $4.7M |
| Harbour Investments, Inc. | 0.09% | Add +0.6% | 96,627 | $4.6M |
| Oppenheimer & Co. Inc. | 0.07% | Add +11.5% | 96,157 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.2% | 95,741 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.8% | 89,284 | $4.5M |
| Fifth Third Securities, Inc. | 0.29% | Add +2.1% | 94,108 | $4.5M |
| Citigroup Inc. | 0.00% | Add +10.1% | 93,798 | $4.5M |
| Stamos Capital Partners, L.P. | 0.71% | Add +155.8% | 93,008 | $4.4M |
| PMG Wealth Management, Inc. | 3.22% | Add +1.6% | 92,007 | $4.4M |
| Allworth Financial LP | 0.02% | Reduce -3.0% | 91,447 | $4.4M |
| Bleakley Financial Group, LLC | 0.08% | Add +1.3% | 91,123 | $4.4M |
| WT Wealth Management | 1.23% | Reduce -2.8% | 89,393 | $4.3M |
| MRA Advisory Group | 1.78% | Add +3.9% | 88,957 | $4.3M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +1.8% | 85,267 | $4.2M |
| Bank Hapoalim BM | 0.38% | Reduce -2.5% | 87,842 | $4.2M |
| Peddock Capital Advisors, LLC | 0.87% | Reduce -8.6% | 86,784 | $4.1M |
| WealthBridge Capital Management, LLC | 0.92% | Add +6.5% | 84,373 | $4.0M |
| Merit Financial Group, LLC | 0.03% | Reduce -11.2% | 84,060 | $4.0M |
| EFG International AG | 0.08% | — | 83,500 | $4.0M |
| Carlson Financial, Inc. | 2.30% | — | 82,932 | $4.0M |
| Northern Trust Corp. | 0.00% | Reduce -11.7% | 80,567 | $3.9M |
| PFG Advisors | 0.18% | Add +1.1% | 79,173 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Add +32.0% | 78,715 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +708.3% | 78,627 | $3.8M |
| Truist Financial Corp. | 0.01% | Add +2.7% | 78,605 | $3.8M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -3.4% | 78,190 | $3.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.4% | 77,605 | $3.7M |
| Oxford Wealth Group, LLC | 1.78% | — | 76,454 | $3.7M |
| Lane Brothers & Co. Inc. | 2.57% | — | 74,309 | $3.6M |
| FMR LLC | 0.00% | Add +7.9% | 74,053 | $3.5M |
| Creative Planning | 0.00% | Reduce -0.2% | 72,969 | $3.5M |
| Paladin Advisory Group, LLC | 2.53% | Reduce -2.4% | 72,598 | $3.5M |
| Summit Trail Advisors, LLC | 0.06% | Reduce -0.2% | 70,409 | $3.4M |
| Byrne Financial Freedom, LLC | 1.52% | Add +4.4% | 69,286 | $3.3M |
| First Heartland Consultants, Inc. | 0.24% | Add +3.5% | 67,318 | $3.2M |
| Transatlantique Private Wealth LLC | 1.00% | Add +4.7% | 66,543 | $3.2M |
| Arvest Investments, Inc. | 0.44% | Add +10.0% | 65,730 | $3.1M |
| Apollon Wealth Management, LLC | 0.05% | Add +2.1% | 65,481 | $3.1M |
| Provident Co of the Employees of the Hebrew University LTD | 3.24% | No change | 64,850 | $3.1M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +17.5% | 64,736 | $3.1M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -7.8% | 64,692 | $3.1M |
| SFI Advisors, LLC | 1.96% | Reduce -1.3% | 64,060 | $3.1M |
| Elyxium Wealth, LLC | 0.85% | Reduce -17.0% | 63,998 | $3.1M |
| Meridian Wealth Management, LLC | 0.11% | Add +1.6% | 63,814 | $3.0M |
| Laurel Wealth Advisors LLC | 0.40% | Reduce 0.0% | 62,975 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +0.3% | 62,475 | $3.0M |
| Prosperity Financial Group, Inc. | 1.06% | Add +3.3% | 61,431 | $2.9M |
| NorthRock Partners, LLC | 0.05% | Add +26.7% | 59,087 | $2.8M |
| Waystone Advisors LLC | 2.40% | — | 58,446 | $2.8M |
| Magnus Financial Group LLC | 0.21% | Add +4.3% | 58,324 | $2.8M |
| Comerica Bank | 0.01% | Add +8.3% | 57,823 | $2.8M |
| Evoke Wealth, LLC | 0.05% | Reduce -27.9% | 56,891 | $2.7M |
| Moneco Advisors, LLC | 0.21% | Add +30.1% | 55,295 | $2.6M |
| Game Plan Financial Advisors, LLC | 1.15% | New | 55,250 | $2.6M |
| Hazlett, Burt & Watson, Inc. | 0.84% | Add +7.7% | 55,122 | $2.6M |
| Diversify Advisory Services, LLC | 0.08% | Add +11.2% | 49,678 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +72.1% | 52,489 | $2.5M |
| Connecticut Wealth Management, LLC | 0.11% | Add +232.1% | 52,133 | $2.5M |
| Farther Finance Advisors, LLC | 0.03% | Add +0.1% | 51,805 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -3.5% | 51,122 | $2.4M |
| REDW Wealth LLC | 0.92% | Add +2.2% | 50,315 | $2.4M |
| Main Street Financial Solutions, LLC | 0.18% | Add +3.8% | 49,520 | $2.4M |
| US Bancorp \de | 0.00% | Add +13.9% | 48,454 | $2.3M |
| Peck Wealth Management, LLC | 2.15% | Add +3.3% | 47,666 | $2.3M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5.19% | No change | 47,110 | $2.3M |
| Kovack Advisors, Inc. | 0.11% | Add +312.7% | 46,759 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +4.8% | 46,577 | $2.2M |
| Bison Wealth, LLC | 0.24% | Add +41.3% | 43,502 | $2.1M |
| Verity Asset Management, Inc. | 0.91% | New | 44,550 | $2.1M |
| WealthCare Investment Partners, LLC | 0.61% | Reduce -5.4% | 42,824 | $2.1M |
| Nvwm, LLC | 0.45% | Add +1.0% | 43,412 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.6% | 43,255 | $2.1M |
| AAFMAA Wealth Management & Trust LLC | 0.81% | Reduce -18.1% | 43,219 | $2.1M |
| Strategy Asset Managers LLC | 0.33% | Add +0.7% | 42,503 | $2.0M |
| Northbridge Financial Group, LLC | 0.91% | — | 42,455 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +3.8% | 41,875 | $2.0M |
| Transamerica Financial Advisors, LLC | 0.17% | Reduce -0.7% | 41,390 | $2.0M |
| Marshall Investment Management, LLC | 0.99% | Add +2.2% | 41,383 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Add +7.3% | 40,431 | $1.9M |
| Foresight Capital Management Advisors, Inc. | 1.05% | Reduce -10.1% | 40,654 | $1.9M |
| American Institute for Advanced Investment Management, LLP | 1.25% | Reduce -0.2% | 40,469 | $1.9M |
| World Investment Advisors | 0.03% | Add +9.8% | 40,360 | $1.9M |
| Kraematon Investment Advisors, Inc. | 1.53% | Reduce -1.1% | 40,145 | $1.9M |
| Royal Harbor Partners, LLC | 0.63% | Reduce -3.5% | 39,813 | $1.9M |
| MGB Wealth Management, LLC | 0.54% | No change | 39,080 | $1.9M |
| Western Wealth Management, LLC | 0.09% | Add +9.9% | 39,156 | $1.9M |
| Owen LaRue, LLC | 0.70% | Add +34.8% | 38,756 | $1.9M |
| Foronjy Financial LLC | 0.77% | Add +1.4% | 38,694 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +6.5% | 38,431 | $1.8M |
| APS Management Group, Inc. | 1.56% | Reduce -28.2% | 38,154 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +1.9% | 38,061 | $1.8M |
| Nvest Financial, LLC | 0.73% | Add +78.7% | 36,885 | $1.8M |
| Valley Wealth Managers, Inc. | 0.11% | New | 36,850 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.4% | 36,788 | $1.8M |
| CVA Family Office, LLC | 0.20% | No change | 36,771 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.38% | New | 36,610 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Add +1105.5% | 36,563 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +0.6% | 36,490 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +16.3% | 36,376 | $1.7M |
| Key Client Fiduciary Advisors, LLC | 0.60% | Reduce -6.4% | 36,208 | $1.7M |
| JFS Wealth Advisors, LLC | 0.10% | No change | 35,890 | $1.7M |
| HSBC Holdings PLC | 0.00% | Add +41.7% | 35,855 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.9% | 35,848 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.8% | 35,410 | $1.7M |
| Princeton Global Asset Management LLC | 0.27% | Add +1.9% | 35,318 | $1.7M |
| Norris Financial Group, LLC | 0.57% | Add +0.1% | 35,072 | $1.7M |
| Twin Focus Capital Partners, LLC | 0.19% | Add +114.1% | 34,900 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +4.5% | 34,387 | $1.6M |
| Beacon Financial Advisory LLC | 0.38% | Reduce -1.8% | 34,246 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +20.6% | 33,900 | $1.6M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -7.6% | 33,747 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -0.8% | 33,534 | $1.6M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.4% | 33,333 | $1.6M |
| O'ROURKE & COMPANY, Inc | 0.62% | Add +3.2% | 33,324 | $1.6M |
| Koa Wealth Management, LLC | 1.07% | Reduce -4.1% | 32,637 | $1.6M |
| WBH Advisory Inc. | 0.11% | No change | 32,016 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +62.4% | 31,683 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +2.2% | 31,322 | $1.5M |
| ORG Partners LLC | 0.27% | Add +7.6% | 31,131 | $1.5M |
| Centaurus Financial, Inc. | 0.07% | Add +6.9% | 31,105 | $1.5M |
| BigSur Wealth Management LLC | 0.36% | Add +0.1% | 30,855 | $1.5M |
| Advisor Resource Council | 0.52% | New | 28,409 | $1.5M |
| Comprehensive Money Management Services LLC | 1.00% | Reduce -0.5% | 30,477 | $1.5M |
| Financial Freedom, LLC | 0.72% | Reduce -3.0% | 30,253 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +9.7% | 29,997 | $1.4M |
| Congress Asset Management Co. | 0.01% | Reduce -8.7% | 29,892 | $1.4M |
| Insight Advisors, LLC/ PA | 0.21% | Add +0.7% | 29,669 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -11.5% | 29,573 | $1.4M |
| Dumont & Blake Investment Advisors LLC | 0.34% | Reduce -1.9% | 29,538 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Reduce -0.1% | 29,542 | $1.4M |
| Quantum Portfolio Management LLC | 0.62% | Reduce -23.0% | 29,532 | $1.4M |
| Trivium Point Advisory, LLC | 0.14% | Reduce -5.2% | 29,475 | $1.4M |
| LRI Investments, LLC | 0.11% | No change | 28,657 | $1.4M |
| Cathy Pareto & Associates, Inc. | 0.94% | Add +2.7% | 28,405 | $1.4M |
| Entrewealth, LLC | 0.60% | Add +4.7% | 24,543 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -0.8% | 27,721 | $1.3M |
| Pekin Hardy Strauss, Inc. | 0.12% | Add +2.4% | 27,665 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +9.9% | 27,254 | $1.3M |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.2% | 27,437 | $1.3M |
| IFP Advisors, Inc | 0.03% | Reduce -4.8% | 27,407 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +4.9% | 27,201 | $1.3M |
| Allodium Investment Consultants, LLC | 0.66% | Add +6.9% | 27,117 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +1.1% | 26,839 | $1.3M |
| Invst, LLC | 0.14% | Add +1.1% | 26,765 | $1.3M |
| Lanark Financial, Inc. | 0.09% | Reduce -1.1% | 26,092 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +6.8% | 25,827 | $1.2M |
| Breachway Investments LLC | 1.30% | — | 25,814 | $1.2M |
| Harbor Investment Advisory, LLC | 0.09% | Add +7.9% | 25,770 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.47% | Add +2.9% | 25,764 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Add +2.4% | 24,968 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -6.0% | 24,499 | $1.2M |
| Seaview Investment Managers LLC | 0.44% | Reduce -14.8% | 24,487 | $1.2M |
| Kickstand Ventures, Llc. | 0.24% | Add +1.4% | 23,428 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +0.1% | 23,012 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.30% | Reduce -62.1% | 22,575 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.49% | Reduce -1.2% | 22,035 | $1.1M |
| Powell Investment Advisors, LLC | 0.36% | No change | 21,750 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +27.1% | 21,381 | $1.0M |
| Ellis Investment Partners, LLC | 0.18% | Reduce -1.3% | 21,109 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +22.5% | 21,002 | $1.0M |
| First International Bank of Israel Ltd. | 0.48% | Reduce -0.9% | 20,935 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Add +1.9% | 20,737 | $991K |
| Bensler, LLC | 0.10% | Add +1.8% | 20,559 | $983K |
| Essex Financial Services, Inc. | 0.06% | Add +0.3% | 20,397 | $975K |
| Sovran Advisors, LLC | 0.08% | Reduce -69.9% | 18,576 | $955K |
| Gotham Asset Management | 0.00% | New | 19,933 | $953K |
| Brown Advisory Inc. | 0.00% | New | 19,916 | $952K |
| Clear Creek Financial Management, LLC | 0.08% | No change | 19,250 | $920K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -8.0% | 19,213 | $918K |
| AIFG Consultants Ltd. | 1.58% | Add +1.0% | 19,194 | $917K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +26.7% | 18,957 | $906K |
| Parallel Advisors, LLC | 0.02% | Reduce -5.9% | 18,610 | $889K |
| Sharkey, Howes & Javer | 0.11% | Reduce -7.7% | 18,387 | $879K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -29.1% | 18,312 | $875K |
| Brookstone Capital Management | 0.01% | Add +16.8% | 18,214 | $870K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +44.9% | 17,989 | $860K |
| Integrity Investment Advisors, LLC | 0.47% | Add +171.8% | 17,698 | $846K |
| Valued Retirements, Inc. | 0.82% | No change | 17,597 | $841K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Reduce -15.0% | 17,595 | $841K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -14.7% | 17,369 | $830K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -2.0% | 17,269 | $825K |
| Vontobel Holding Ltd. | 0.00% | No change | 17,252 | $824K |
| SlateStone Wealth, LLC | 0.07% | Reduce -0.6% | 17,139 | $819K |
| Quantinno Capital Management LP | 0.00% | Add +78.3% | 17,075 | $816K |
| Chicago Partners Investment Group LLC | 0.02% | Add +5.0% | 15,788 | $807K |
| Sage Mountain Advisors LLC | 0.04% | No change | 16,793 | $803K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -1.6% | 16,769 | $801K |
| Cookson Peirce & Co. Inc. | 0.03% | Add +0.0% | 16,544 | $791K |
| Willner & Heller, LLC | 0.56% | Add +6.5% | 16,450 | $786K |
| HighPoint Advisor Group LLC | 0.02% | New | 16,320 | $780K |
| Smith, Moore & Co. | 0.06% | Add +1.5% | 16,305 | $779K |
| Sierra Capital LLC | 0.08% | No change | 16,305 | $779K |
| Bard Associates Inc. | 0.20% | Reduce -21.0% | 16,203 | $776K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.9% | 16,089 | $769K |
| Midwest Trust Co | 0.01% | Reduce -6.7% | 15,947 | $762K |
| Granville Capital, Inc. | 0.40% | — | 15,916 | $761K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.3% | 15,707 | $751K |
| Fort Point Capital Partners LLC | 0.09% | Reduce -8.8% | 14,529 | $747K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.29% | Reduce -0.6% | 15,417 | $737K |
| Autumn Glory Partners, LLC | 0.26% | No change | 15,381 | $735K |
| Choreo, LLC | 0.01% | Reduce -16.1% | 15,027 | $726K |
| Accel Wealth Management | 0.20% | Reduce -2.4% | 15,142 | $724K |
| Finivi Inc. | 0.42% | Add +0.8% | 15,090 | $721K |
| Tandem Capital Management Corp. | 0.33% | Add +7.2% | 14,970 | $715K |
| AQR Capital Management | 0.00% | Add +83.0% | 14,572 | $696K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.2% | 14,512 | $694K |
| Sofi Wealth, LLC | 0.03% | Add +27.4% | 14,163 | $677K |
| Ameraudi Asset Management, Inc. | 0.37% | Reduce -0.6% | 14,143 | $676K |
| Stephens Inc. | 0.01% | No change | 14,108 | $674K |
| Indivisible Partners | 0.07% | — | 14,104 | $674K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +1.4% | 14,086 | $673K |
| Trustmark Bank Trust Department | 0.04% | No change | 13,811 | $660K |
| LWM Advisory Services, LLC | 0.38% | Add +6.6% | 13,724 | $656K |
| Summit Financial, LLC | 0.01% | Add +0.7% | 13,619 | $655K |
| Matauro, LLC | 0.10% | Reduce -5.3% | 13,497 | $645K |
| Private Trust Co. NA | 0.06% | Add +3.2% | 13,494 | $645K |
| Ancora Advisors LLC | 0.01% | Add +4.7% | 13,336 | $637K |
| RFG Advisory, LLC | 0.01% | Add +3.8% | 13,224 | $632K |
| Qube Research & Technologies Ltd | 0.00% | Add +27.4% | 13,213 | $631K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.8% | 13,147 | $628K |
| Principal Securities, Inc. | 0.01% | Add +6.1% | 13,106 | $626K |
| Jacobi Capital Management LLC | 0.04% | Add +0.9% | 12,896 | $616K |
| Advisory Services Network, LLC | 0.01% | Add +38.0% | 12,803 | $612K |
| StoneX Group Inc. | 0.03% | Add +76.6% | 12,590 | $610K |
| Barings LLC | 0.01% | No change | 12,744 | $609K |
| Capital Analysts, LLC | 0.02% | Add +353.5% | 12,748 | $609K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.2% | 12,696 | $607K |
| Bluedoor Private Wealth, LLC | 0.28% | — | 12,623 | $603K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 12,583 | $601K |
| Savant Capital, LLC | 0.00% | Add +2.8% | 12,472 | $598K |
| Conservest Capital Advisors, Inc. | 0.05% | Add +102.1% | 12,301 | $588K |
| Susquehanna International Group, LLP | 0.00% | Add +86.9% | 12,252 | $586K |
| Stephen J. Garry & Associates, LLC | 0.46% | Reduce -4.7% | 12,090 | $578K |
| Secure Asset Management, LLC | 0.09% | Add +12.1% | 12,050 | $576K |
| Pinnacle Wealth Management Group, Inc. | 0.29% | Reduce -4.0% | 12,030 | $575K |
| Okabena Investment Services Inc. | 0.11% | No change | 12,000 | $573K |
| Index Technologies Group LLC | 0.60% | — | 11,971 | $572K |
| Castleview Partners, LLC | 0.28% | Reduce -41.8% | 11,864 | $567K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -35.6% | 11,835 | $566K |
| Claro Advisors Inc. | 0.08% | Reduce -2.4% | 11,717 | $560K |
| Core Wealth Advisors, Inc. | 0.15% | No change | 11,712 | $560K |
| Tradition Wealth Management, LLC | 0.04% | No change | 11,524 | $551K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -54.9% | 11,279 | $539K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +2.1% | 11,270 | $539K |
| Wellington Shields Capital Management, LLC | 0.08% | No change | 11,125 | $532K |
| Johnson Investment Counsel Inc. | 0.00% | Add +13.6% | 11,088 | $530K |
| Diversified Enterprises, LLC | 0.03% | Add +7.1% | 11,038 | $527K |
| Journey Advisory Group, LLC | 0.04% | Reduce -1.8% | 11,021 | $527K |
| Leavell Investment Management, Inc. | 0.02% | Add +8.3% | 10,804 | $520K |
| Investment Partners Asset Management, Inc. | 0.32% | Reduce -0.6% | 10,841 | $518K |
| Cerity Partners LLC | 0.00% | Reduce -2.1% | 10,820 | $517K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.1% | 10,789 | $516K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +0.5% | 10,729 | $513K |
| Alteri Wealth LLC | 0.17% | Add +5.5% | 10,709 | $512K |
| Hilltop Holdings Inc. | 0.03% | Reduce -0.9% | 10,701 | $511K |
| Grandview Asset Management LLC | 0.14% | Reduce -3.0% | 10,640 | $508K |
| Natixis Advisors, LLC | 0.00% | New | 10,554 | $504K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 10,349 | $495K |
| High Point Wealth Management, LLC | 0.47% | — | 10,257 | $490K |
| Mgo One Seven LLC | 0.01% | Add +0.0% | 10,221 | $488K |
| Mechanics Bank Trust Department | 0.06% | No change | 10,200 | $487K |
| Strategic Advisors LLC | 0.08% | Reduce -1.6% | 10,199 | $487K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 10,169 | $486K |
| Whittier Trust Co. | 0.01% | No change | 9,689 | $484K |
| CrossGen Wealth, LLC | 0.43% | — | 10,100 | $483K |
| Fifth Third Bancorp | 0.00% | Reduce -22.3% | 9,957 | $476K |
| Pinnacle Associates Ltd. | 0.01% | No change | 9,881 | $472K |
| Valmark Advisers, Inc. | 0.01% | Add +2.2% | 9,778 | $467K |
| Asset One Wealth Management LLC | 0.06% | — | 9,080 | $467K |
| International Assets Investment Management, LLC | 0.03% | Reduce -2.8% | 9,749 | $466K |
| Legacy PCG, LLC | 0.28% | Reduce -2.2% | 9,443 | $451K |
| Alpha Financial Partners LLC | 0.27% | No change | 9,320 | $445K |
| Compound Planning, Inc. | 0.01% | Reduce -16.0% | 9,279 | $443K |
| Elm3 Financial Group, LLC | 0.37% | New | 9,212 | $440K |
| Great Diamond Partners, LLC | 0.08% | Reduce -1.3% | 9,202 | $440K |
| Werba Rubin Papier Wealth Management | 0.12% | No change | 9,185 | $439K |
| Visionary Wealth Advisors | 0.02% | Reduce -8.2% | 9,116 | $436K |
| Keystone Financial Group | 0.03% | Add +5.5% | 9,103 | $435K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 9,092 | $435K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.7% | 9,024 | $431K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 8,974 | $429K |
| Vestcor Inc | 0.01% | Add +4.7% | 8,895 | $425K |
| Greenline Wealth Management LLC | 0.44% | — | 8,837 | $422K |
| Scotia Capital Inc. | 0.00% | Add +1.4% | 8,784 | $420K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | New | 8,715 | $419K |
| Richardson Capital Management LLC | 0.21% | Reduce -0.9% | 8,752 | $418K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 8,713 | $416K |
| Caprock Group, LLC | 0.01% | Add +34.6% | 8,589 | $413K |
| IFG Advisory, LLC | 0.02% | Add +2.3% | 8,491 | $406K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +7.7% | 8,404 | $403K |
| Purus Wealth Management, LLC | 0.12% | No change | 8,298 | $397K |
| Guardian Capital, LLC | 0.35% | — | 8,220 | $393K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +19.8% | 7,983 | $382K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,975 | $381K |
| OakTrust Wealth Advisors, LLC | 0.35% | — | 7,939 | $379K |
| Wealthspan Partners, LLC | 0.14% | No change | 7,784 | $372K |
| Signal Advisors Wealth, LLC | 0.03% | Add +62.7% | 7,768 | $371K |
| GSG Advisors LLC | 0.10% | No change | 7,758 | $371K |
| Eagle Wealth Strategies LLC | 0.17% | Add +0.4% | 7,724 | $369K |
| Cascade Investment Group, Inc. | 0.25% | No change | 7,704 | $368K |
| Trilogy Capital Inc. | 0.02% | Reduce -70.7% | 7,677 | $367K |
| Global View Capital Management LLC | 0.07% | Add +39.7% | 7,676 | $367K |
| Altus Wealth Group LLC | 0.15% | No change | 7,650 | $366K |
| Advisors Management Group Inc. | 0.07% | Reduce -2.9% | 7,519 | $359K |
| Global Financial Private Client, LLC | 0.13% | No change | 7,500 | $358K |
| Ballentine Partners, LLC | 0.01% | No change | 7,500 | $358K |
| Brandywine Oak Private Wealth LLC | 0.03% | Add +9.9% | 7,487 | $358K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -8.0% | 7,458 | $356K |
| Valley National Advisers Inc. | 0.05% | No change | 7,436 | $355K |
| Flaharty Asset Management, LLC | 0.04% | No change | 7,385 | $353K |
| Claris Financial LLC | 0.19% | No change | 7,330 | $350K |
| GenTrust, LLC | 0.02% | Add +32.9% | 7,285 | $350K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -18.0% | 7,135 | $349K |
| Legacy Edge Advisors, LLC | 0.04% | Add +44.9% | 7,215 | $345K |
| Planning Directions Inc. | 0.17% | Reduce -12.3% | 7,027 | $336K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -3.8% | 6,921 | $334K |
| AMJ Financial Wealth Management | 0.08% | New | 6,994 | $334K |
| Cheviot Value Management, LLC | 0.03% | No change | 6,500 | $331K |
| ProCore Advisors, LLC | 0.34% | — | 6,882 | $329K |
| AE Wealth Management LLC | 0.00% | Add +17.7% | 6,844 | $327K |
| Harbor Asset Planning, Inc. | 0.28% | No change | 6,832 | $327K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,382 | $319K |
| Exchange Bank | 0.22% | No change | 6,651 | $318K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.6% | 6,572 | $316K |
| Fairscale Capital, LLC | 0.21% | Reduce -0.7% | 6,528 | $314K |
| Avondale Wealth Management | 0.16% | Add +4.1% | 6,568 | $314K |
| PFG Investments, LLC | 0.01% | Reduce -1.5% | 6,549 | $313K |
| Crewe Advisors LLC | 0.03% | No change | 6,545 | $313K |
| Clark Asset Management, LLC | 0.03% | Add +1.7% | 6,502 | $311K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 6,490 | $310K |
| Neuberger Berman Group LLC | 0.00% | No change | 6,465 | $309K |
| Aurora Private Wealth, Inc. | 0.20% | — | 6,453 | $308K |
| Global Retirement Partners, LLC | 0.01% | Add +1.6% | 6,318 | $302K |
| Madrid Wealth Management, LLC | 0.24% | — | 6,290 | $301K |
| Savvy Advisors, Inc. | 0.01% | New | 6,215 | $297K |
| Archford Capital Strategies, LLC | 0.03% | Add +2.4% | 6,189 | $296K |
| Barnes Wealth Management Group, Inc | 0.16% | Add +2.6% | 6,181 | $295K |
| MADDEN SECURITIES Corp | 0.09% | No change | 6,150 | $294K |
| Parkway Wealth Management Group, LLC | 0.04% | — | 6,126 | $293K |
| Berger Financial Group, Inc | 0.02% | Add +22.9% | 6,115 | $292K |
| Stone Wealth Partners | 0.26% | — | 6,062 | $292K |
| Milestones Private Investment Advisors LLC | 0.20% | No change | 6,096 | $291K |
| Investment Partners, LTD. | 0.10% | Add +18.5% | 6,041 | $289K |
| Embree Financial Group | 0.04% | Reduce -3.3% | 5,992 | $286K |
| DAVENPORT & Co LLC | 0.00% | Add +8.5% | 5,979 | $286K |
| Instrumental Wealth, LLC | 0.17% | Add +9.6% | 5,117 | $283K |
| Heritage Wealth Management, Inc. | 0.08% | Reduce -3.4% | 5,915 | $283K |
| ProVise Management Group, LLC | 0.02% | Add +3.2% | 5,874 | $281K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 5,861 | $280K |
| Entelevest, LLC | 0.29% | — | 5,829 | $279K |
| Warner Financial, Inc. | 0.10% | No change | 5,825 | $278K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.5% | 5,763 | $275K |
| New Millennium Group LLC | 0.12% | Add +255.2% | 5,744 | $275K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 5,562 | $266K |
| Apollon Financial, LLC | 0.04% | No change | 5,552 | $265K |
| Fund Advisors of America Inc | 0.24% | — | 5,540 | $265K |
| Copia Wealth Management | 0.19% | New | 5,514 | $264K |
| Garton & Associates Financial Advisors LLC | 0.15% | — | 5,510 | $263K |
| Oakmont Investment Advisors, Inc. | 0.19% | — | 5,480 | $262K |
| Astoria Portfolio Advisors LLC. | 0.06% | Reduce -49.7% | 4,767 | $262K |
| Unique Wealth Strategies, LLC | 0.10% | Add +0.1% | 5,466 | $261K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -75.1% | 5,460 | $261K |
| Advisors Capital Management, LLC | 0.00% | Reduce -0.7% | 5,415 | $259K |
| First Business Financial Services, Inc. | 0.02% | No change | 5,401 | $258K |
| Colonial Trust Co / SC | 0.03% | No change | 5,400 | $258K |
| IMG Wealth Management, Inc. | 0.16% | No change | 5,366 | $256K |
| City Center Advisors, LLC | 0.23% | Add +18.2% | 5,289 | $253K |
| Prosperity Wealth Management, Inc. | 0.08% | Add +0.4% | 5,279 | $252K |
| Endowment Wealth Management, Inc. | 0.12% | Add +5.1% | 5,272 | $252K |
| Independent Advisor Alliance | 0.01% | Add +2.1% | 5,226 | $250K |
| Texas Yale Capital Corp. | 0.01% | No change | 5,200 | $249K |
| Kilter Group LLC | 0.11% | No change | 5,170 | $247K |
| Gateway Wealth Partners, LLC | 0.03% | Add +3.7% | 5,169 | $247K |
| AlphaCore Capital LLC | 0.01% | Add +1.5% | 5,077 | $244K |
| Stratos Investment Management, LLC | 0.01% | Reduce -14.7% | 5,102 | $244K |
| Silvia McColl Wealth Management, LLC | 0.16% | Add +6.3% | 5,084 | $243K |
| 180 Wealth Advisors, LLC | 0.03% | New | 5,068 | $242K |
| Moors & Cabot, Inc. | 0.01% | Add +5.3% | 5,052 | $241K |
| TD Private Client Wealth LLC | 0.01% | Reduce -3.6% | 5,037 | $241K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -6.2% | 5,028 | $240K |
| Creekside Partners | 0.10% | No change | 5,015 | $240K |
| NCM Capital Management, LLC | 0.09% | No change | 5,006 | $239K |
| Merkkuri Wealth Advisors LLC | 0.16% | Reduce -34.4% | 4,976 | $238K |
| Whalen Wealth Management Inc. | 0.13% | New | 4,973 | $238K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +75.4% | 4,885 | $233K |
| Helium Advisors LLC | 0.23% | Add +6.1% | 4,845 | $232K |
| Barnes Pettey Financial Advisors, LLC | 0.11% | Add +1.7% | 4,804 | $230K |
| Apeiron RIA LLC | 0.05% | No change | 4,800 | $229K |
| Navis Wealth Advisors, LLC | 0.10% | Add +1.9% | 4,781 | $229K |
| Sandbox Financial Partners, LLC | 0.06% | No change | 4,745 | $227K |
| Kraft, Davis & Associates, LLC | 0.05% | New | 4,454 | $226K |
| Holderness Investments Co. | 0.05% | Reduce -0.3% | 4,727 | $226K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -0.4% | 4,652 | $222K |
| Trust Point Inc. | 0.02% | Add +3.5% | 4,576 | $219K |
| Stonebridge Financial Planning Group, LLC | 0.08% | No change | 4,570 | $218K |
| Means Investment Co., Inc. | 0.02% | No change | 4,534 | $217K |
| First Manhattan Co. Llc. | 0.00% | No change | 4,500 | $217K |
| Tiaa Trust, National Association | 0.00% | New | 4,521 | $216K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 4,486 | $214K |
| Sheets Smith Wealth Management | 0.02% | New | 4,485 | $214K |
| GK Wealth Management LLC | 0.16% | Reduce -2.6% | 4,480 | $214K |
| Menora Mivtachim Holdings LTD. | 0.00% | New | 4,471 | $214K |
| Simon Quick Advisors, LLC | 0.01% | No change | 4,470 | $214K |
| Triad Wealth Partners, LLC | 0.02% | New | 4,460 | $213K |
| Lynx Investment Advisory | 0.12% | New | 4,445 | $212K |
| ZEGA Investments, LLC | 0.04% | New | 4,432 | $212K |
| Capstone Wealth Management Group LLC | 0.13% | No change | 4,429 | $212K |
| Associated Banc-Corp | 0.01% | Reduce -1.4% | 4,419 | $211K |
| GWN Securities Inc. | 0.04% | New | 4,390 | $210K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -58.2% | 4,351 | $208K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 4,348 | $208K |
| Arista Wealth Management, LLC | 0.03% | No change | 4,330 | $207K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +13.6% | 4,262 | $204K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 4,231 | $202K |
| Gentry Private Wealth, LLC | 0.13% | No change | 4,224 | $202K |
| GoalVest Advisory LLC | 0.04% | New | 4,224 | $202K |
| Vise Technologies, Inc. | 0.00% | New | 4,211 | $201K |
| GeoWealth Management, LLC | 0.01% | Reduce -44.3% | 4,121 | $197K |
| Boreal Capital Management LLC | 0.18% | No change | 4,000 | $192K |
| Ameliora Wealth Management Ltd. | 0.06% | No change | 4,000 | $191K |
| Security National Bank | 0.03% | Add +3.2% | 3,817 | $182K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | No change | 3,749 | $179K |
| Assetmark, Inc. | 0.00% | Add +75.8% | 3,682 | $176K |
| BlackRock, Inc. | 0.00% | Add +371.1% | 3,623 | $173K |
| FWL Investment Management, LLC | 0.04% | Add +13.8% | 3,410 | $163K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,400 | $162K |
| Horizon Investments, LLC | 0.00% | Add +25.4% | 3,377 | $161K |
| Tidemark, LLC | 0.04% | Reduce -7.8% | 3,195 | $153K |
| SHP Wealth Management | 0.01% | — | 3,125 | $149K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.9% | 3,110 | $149K |
| Arax Advisory Partners | 0.00% | New | 3,074 | $147K |
| Signaturefd, LLC | 0.00% | No change | 2,995 | $143K |
| Bravera Wealth | 0.06% | — | 2,684 | $128K |
| Triumph Capital Management | 0.03% | New | 2,570 | $123K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,562 | $122K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 2,545 | $122K |
| Knuff & Co LLC | 0.04% | No change | 2,500 | $119K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -25.4% | 2,483 | $119K |
| Evolution Wealth Management Inc. | 0.10% | No change | 2,443 | $117K |
| Concord Wealth Partners | 0.02% | No change | 2,443 | $117K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -1.3% | 2,290 | $109K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,205 | $105K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,042 | $98K |
| Register Financial Advisors LLC | 0.04% | Add +8.2% | 1,992 | $95K |
| IMA Advisory Services, Inc. | 0.01% | No change | 1,943 | $93K |
| BankPlus Trust Department | 0.02% | No change | 1,880 | $90K |
| Tsfg, LLC | 0.01% | Reduce -0.6% | 1,815 | $87K |
| Avalon Trust Co | 0.01% | No change | 1,671 | $80K |
| GAMMA Investing LLC | 0.00% | No change | 1,632 | $78K |
| Trust Co. of Vermont | 0.00% | Reduce -4.4% | 1,617 | $77K |
| Quattro Advisors LLC | 0.06% | — | 1,607 | $77K |
| First United Bank & Trust | 0.02% | No change | 1,565 | $75K |
| Tucker Asset Management LLC | 0.02% | New | 1,392 | $67K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,221 | $58K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 1,197 | $57K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,182 | $56K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,094 | $56K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,157 | $55K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,140 | $55K |
| Signature Equity Partners, LLC | 0.03% | — | 1,107 | $53K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,025 | $49K |
| Key Financial Inc | 0.01% | No change | 959 | $46K |
| LOM Asset Management Ltd | 0.01% | No change | 940 | $45K |
| United Community Bank | 0.02% | New | 931 | $44K |
| Strive Financial Group ,LLC | 0.02% | — | 918 | $44K |
| KERR FINANCIAL PLANNING Corp | 0.06% | Add +97.8% | 813 | $43K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 891 | $43K |
| Parvin Asset Management, LLC | 0.03% | New | 865 | $41K |
| Main Management LLC | 0.00% | No change | 858 | $41K |
| Larson Financial Group LLC | 0.00% | Reduce -1.0% | 825 | $39K |
| Wealth Watch Advisors, INC | 0.01% | No change | 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% | No change | 800 | $38K |
| Bayban | 0.03% | — | 787 | $38K |
| NFSG Corp | 0.01% | New | 781 | $37K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +220.8% | 770 | $37K |
| Salomon & Ludwin, LLC | 0.00% | No change | 767 | $37K |
| Webster Bank, N. A. | 0.00% | No change | 768 | $37K |
| Winch Advisory Services, LLC | 0.01% | No change | 762 | $36K |
| Sunrise Financial Services, LLC | 0.03% | — | 759 | $36K |
| Clearstead Advisors, LLC | 0.00% | New | 718 | $34K |
| JNBA Financial Advisors | 0.00% | Add +40.4% | 712 | $34K |
| Motco | 0.00% | Reduce -2.8% | 696 | $33K |
| Millstone Evans Group, LLC | 0.02% | New | 688 | $33K |
| Fortitude Family Office, LLC | 0.01% | New | 686 | $33K |
| UMB Bank, n.a. | 0.00% | No change | 675 | $32K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 670 | $32K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 637 | $30K |
| Ameriflex Group, Inc. | 0.01% | Reduce -0.8% | 605 | $29K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 572 | $27K |
| eCIO, Inc. | 0.01% | New | 571 | $27K |
| Howe & Rusling Inc. | 0.00% | Add +4.8% | 564 | $27K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 545 | $26K |
| Operose Advisors LLC | 0.01% | No change | 545 | $26K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -35.1% | 537 | $26K |
| Archer Investment Corp | 0.01% | No change | 516 | $25K |
| Hurley Capital, LLC | 0.01% | No change | 515 | $25K |
| Darwin Wealth Management, LLC | 0.01% | Add +16.8% | 501 | $24K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 500 | $24K |
| Chilton Capital Management LLC | 0.00% | New | 450 | $22K |
| Pacific Center for Financial Services | 0.01% | No change | 446 | $21K |
| MCF Advisors LLC | 0.00% | No change | 420 | $20K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -94.5% | 421 | $20K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 420 | $20K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -10.2% | 415 | $20K |
| Monetary Solutions, Ltd | 0.02% | — | 357 | $17K |
| Sankala Group LLC | 0.01% | — | 302 | $17K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 334 | $16K |
| Deutsche Bank AG | 0.00% | Reduce -1.5% | 320 | $15K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -78.6% | 300 | $14K |
| Ankerstar Wealth, LLC | 0.01% | — | 294 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 280 | $13K |
| Gen-Wealth Partners Inc | 0.00% | No change | 275 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 273 | $13K |
| Gilpin Wealth Management, LLC | 0.01% | — | 262 | $13K |
| Arlington Trust Co LLC | 0.00% | Reduce -70.6% | 250 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 248 | $12K |
| CoreCap Advisors, LLC | 0.00% | New | 235 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 219 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -0.9% | 208 | $10K |
| DecisionPoint Financial, LLC | 0.00% | New | 205 | $10K |
| Bellevue Asset Management, LLC | 0.00% | No change | 204 | $10K |
| Asset Dedication, LLC | 0.00% | No change | 203 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 203 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 200 | $10K |
| SWAN Capital LLC | 0.00% | No change | 200 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 195 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 191 | $9K |
| Waverly Advisors, LLC | 0.00% | New | 185 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -82.5% | 177 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 176 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.3% | 170 | $8K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 151 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -54.0% | 105 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | New | 104 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 100 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 100 | $5K |
| Root Financial Partners, LLC | 0.00% | Reduce -82.0% | 96 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 95 | $5K |
| WealthCollab, LLC | 0.00% | New | 93 | $4K |
| Clayton Financial Group LLC | 0.00% | New | 92 | $4K |
| Simplex Trading, LLC | 0.00% | New | 92 | $4K |
| American National Bank & Trust | 0.00% | No change | 88 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 76 | $4K |
| Activest Wealth Management | 0.00% | No change | 76 | $4K |
| Lummis Asset Management, LP | 0.00% | New | 70 | $3K |
| Barrett & Company, Inc. | 0.00% | Add +6.8% | 63 | $3K |
| SouthState Bank Corp | 0.00% | No change | 62 | $3K |
| Morse Asset Management, Inc | 0.00% | No change | 56 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 50 | $2K |
| Maseco LLP | 0.00% | New | 46 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 43 | $2K |
| Motiv8 Investments LLC | 0.00% | New | 49 | $2K |
| Red Tortoise LLC | 0.00% | No change | 30 | $1K |
| Toth Financial Advisory Corp. | 0.00% | New | 30 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 29 | $1K |
| Atlas Capital Advisors Inc. | 0.00% | — | 26 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 23 | $1K |
| Evermay Wealth Management LLC | 0.00% | New | 23 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -95.7% | 10 | $478 |
| St Germain D J Co. Inc. | 0.00% | No change | 10 | $478 |
| Bernard Wealth Management Corp. | 0.00% | No change | 4 | $192 |
| Rossby Financial, LCC | 0.00% | New | 4 | $191 |
| Beacon Capital Management, Inc. | 0.00% | No change | 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.