Global X US InfrastructurePAVEETF
13F holders, Q1 2026 (March 31)737holders +58
98new positions
39sold out
5famous investors
$50.75avg. 13F price*
At the end of Q1 2026, 737 institutions reported holding Global X US Infrastructure (PAVE) in their 13F filings, up 58 from Q4 2025. 98 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($1.3B), Bank of Montreal ($1.2B) and Morgan Stanley ($541.7M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Global X US Infrastructure
- CUSIP
- 37954Y673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $95.9M |
| Exits | 39 | $22.3M |
All 13F filers, Q4 2025 → Q1 2026: 17,880,397 shares bought and 4,031,147 shares sold, net +13,849,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 737 holders
| Bank of America Corp. | 0.09% | Add +3.7% | 25,499,439 | $1.3B |
| Bank of Montreal | 0.51% | Reduce -1.8% | 24,209,769 | $1.2B |
| Morgan Stanley | 0.03% | Add +4.3% | 10,660,740 | $541.7M |
| Harel Insurance Investments & Financial Services Ltd. | 3.08% | Add +43.3% | 8,938,139 | $454.1M |
| LPL Financial LLC | 0.12% | Add +13.7% | 8,675,381 | $440.8M |
| JPMorgan Chase & Co. | 0.02% | Add +35.4% | 6,410,678 | $315.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +40.2% | 4,087,573 | $207.7M |
| CIBC Bancorp USA Inc. | 0.27% | — | 3,935,893 | $199.8M |
| Wells Fargo & Company | 0.03% | Add +8.3% | 3,288,479 | $167.1M |
| Kestra Investment Management, LLC | 2.36% | Add +300.0% | 2,695,326 | $136.9M |
| UBS Group AG | 0.02% | Add +17.2% | 2,462,236 | $125.1M |
| Osaic Holdings, Inc. | 0.15% | Reduce -10.2% | 2,000,566 | $101.7M |
| Waddell & Associates, LLC | 5.64% | Add +2.7% | 1,968,466 | $100.0M |
| Clal Insurance Enterprises Holdings Ltd | 0.58% | No change | 1,871,750 | $95.1M |
| Moss Adams Wealth Advisors LLC | 6.75% | Add +3.0% | 1,816,958 | $92.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -4.9% | 1,737,960 | $88.3M |
| RiverFront Investment Group, LLC | 1.28% | Add +8.8% | 1,625,956 | $82.6M |
| Royal Bank of Canada | 0.02% | Add +8.1% | 1,610,656 | $81.8M |
| Principal Financial Group Inc. | 0.04% | Add +46.0% | 1,567,475 | $79.6M |
| Raymond James Financial Inc. | 0.02% | Add +4.7% | 1,536,445 | $78.1M |
| Van Eck Associates Corp. | 0.06% | Add +132.5% | 1,493,832 | $75.9M |
| Cetera Investment Advisers | 0.07% | Add +31.7% | 1,297,545 | $65.9M |
| Meitav Investment House Ltd. | 0.68% | Add +1.3% | 1,221,025 | $62.0M |
| Ameriprise Financial Inc. | 0.01% | Add +23.8% | 1,202,779 | $61.1M |
| Capital Asset Advisory Services LLC | 2.09% | Reduce -0.7% | 983,958 | $54.6M |
| Axxcess Wealth Management, LLC | 1.66% | Reduce -0.9% | 1,018,309 | $51.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -6.0% | 1,015,483 | $51.6M |
| Mariner, LLC | 0.05% | Add +3.8% | 911,557 | $46.3M |
| Evergreen Capital Management LLC | 0.97% | Add +69.5% | 876,826 | $44.6M |
| Kestra Advisory Services, LLC | 0.17% | Add +16.9% | 875,996 | $44.5M |
| HighTower Advisors, LLC | 0.05% | Add +6.7% | 837,150 | $42.5M |
| First Interstate Bank | 2.18% | Reduce -37.1% | 763,387 | $38.8M |
| EP Wealth Advisors, LLC | 0.19% | Reduce -0.6% | 743,935 | $37.8M |
| MML Investors Services, LLC | 0.09% | Add +1.6% | 665,439 | $33.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.16% | No change | 647,770 | $32.9M |
| Destination Wealth Management | 0.83% | Reduce -0.9% | 630,654 | $32.0M |
| Evolution Wealth Advisors, LLC | 3.14% | Add +0.4% | 606,022 | $30.8M |
| Focus Partners Wealth | 0.03% | Add +4.3% | 590,378 | $30.0M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +6.0% | 567,871 | $28.9M |
| Cooper Financial Group | 2.83% | Add +3.4% | 551,407 | $28.0M |
| Rockefeller Capital Management L.P. | 0.05% | Add +16.1% | 544,594 | $27.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -14.2% | 490,952 | $24.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +28.5% | 479,784 | $24.4M |
| Cwm, LLC | 0.06% | Add +17.0% | 460,523 | $23.4M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -10.3% | 440,804 | $22.4M |
| Eagle Strategies LLC | 2.39% | Add +2.4% | 393,120 | $20.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +14.5% | 380,581 | $19.3M |
| Private Advisor Group, LLC | 0.09% | Add +2.3% | 379,930 | $19.3M |
| 360 Financial, Inc. | 5.76% | Add +1.4% | 375,953 | $19.1M |
| Stifel Financial Corp. | 0.02% | Add +5.1% | 362,195 | $18.4M |
| Teamwork Financial Advisors, LLC | 2.03% | New | 359,306 | $18.3M |
| Ameritas Advisory Services, LLC | 0.69% | Reduce -3.8% | 350,534 | $17.8M |
| Mfa Wealth Advisors, LLC | 3.36% | Add +4.8% | 335,872 | $17.1M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +93.7% | 333,425 | $16.9M |
| Riggs Asset Managment Co. Inc. | 3.41% | Reduce -0.6% | 325,811 | $16.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -48.9% | 319,338 | $16.2M |
| Equitable Holdings, Inc. | 0.09% | Add +22.0% | 304,508 | $14.6M |
| HBW Advisory Services LLC | 1.53% | Reduce -19.3% | 284,878 | $14.5M |
| Destiny Wealth Partners, LLC | 1.57% | Add +0.3% | 282,611 | $14.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.44% | Add +1.6% | 274,026 | $13.9M |
| Blair William & Co. | 0.04% | Add +19.7% | 273,213 | $13.9M |
| Jones Financial Companies LLLP | 0.01% | Add +32.1% | 274,142 | $13.6M |
| Cibc World Market Inc. | 0.02% | Reduce -2.2% | 265,338 | $13.5M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +1.3% | 261,279 | $13.3M |
| Altfest L J & Co. Inc. | 1.39% | Add +3.4% | 255,977 | $13.0M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.30% | No change | 229,190 | $11.6M |
| Rothschild Investment LLC | 0.57% | Add +3.3% | 213,107 | $10.8M |
| Adapt Wealth Advisors, LLC | 3.91% | Reduce -0.8% | 212,367 | $10.8M |
| Sage Capital Management, LLC | 5.04% | Reduce -0.8% | 211,277 | $10.7M |
| Jmac Enterprises LLC | 2.05% | Add +0.7% | 210,477 | $10.7M |
| Symphony Financial Services, Inc. | 5.44% | Add +1.4% | 208,658 | $10.6M |
| New England Private Wealth Advisors LLC | 1.21% | Add +0.8% | 206,896 | $10.5M |
| Wealthcare Advisory Partners LLC | 0.20% | Reduce -0.4% | 204,254 | $10.4M |
| Chicago Wealth Management, Inc. | 3.96% | New | 195,365 | $9.9M |
| Investors Research Corp | 1.88% | Add +10.5% | 193,855 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -59.6% | 191,549 | $9.7M |
| National Philanthropic Trust | 0.10% | Reduce -0.9% | 187,277 | $9.5M |
| MAI Capital Management | 0.05% | Reduce -2.4% | 185,826 | $9.4M |
| Financial Partners Group, Inc | 1.12% | Reduce -0.8% | 184,555 | $9.4M |
| IHT Wealth Management, LLC | 0.22% | Add +1.1% | 184,315 | $9.4M |
| WCG Wealth Advisors LLC | 0.26% | Add +25.2% | 181,548 | $9.2M |
| Citigroup Inc. | 0.01% | Add +91.4% | 179,531 | $9.1M |
| Clarus Group, Inc. | 3.14% | Reduce -2.3% | 172,227 | $8.8M |
| Ogorek Anthony Joseph /NY/ | 2.34% | Reduce -4.3% | 168,318 | $8.6M |
| Aptus Capital Advisors, LLC | 0.07% | Add +353.7% | 165,898 | $8.4M |
| Thryve Wealth Management LLC | 5.53% | Add +3.6% | 162,940 | $8.3M |
| CX Institutional | 0.25% | Reduce -35.5% | 162,205 | $8.2M |
| 5th Street Advisors, LLC | 3.49% | Add +4.4% | 158,430 | $8.0M |
| Cascade Financial Partners, LLC | 0.82% | Add +2.8% | 156,752 | $8.0M |
| Quadrant Private Wealth Management, LLC | 1.21% | Add +2.0% | 153,554 | $7.8M |
| Ameritas Investment Partners, Inc. | 0.22% | Add +5.4% | 137,777 | $7.0M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -38.2% | 136,414 | $6.9M |
| Y.D. More Investments Ltd | 0.27% | Reduce -0.4% | 137,667 | $6.9M |
| &partners | 0.03% | Add +2.9% | 133,962 | $6.9M |
| Copley Financial Group, Inc. | 4.06% | Add +5.2% | 132,333 | $6.7M |
| NTV Asset Management LLC | 0.72% | Add +2.9% | 129,135 | $6.6M |
| Independent Financial Group, LLC | 0.15% | Add +8.7% | 128,447 | $6.5M |
| Ausdal Financial Partners, Inc. | 0.29% | Add +2.9% | 128,131 | $6.5M |
| Washington Growth Strategies LLC | 4.21% | Reduce -0.5% | 126,737 | $6.4M |
| NewEdge Advisors, LLC | 0.02% | Add +5.0% | 125,347 | $6.4M |
| Castle Wealth Management LLC | 1.99% | Add +0.4% | 120,731 | $6.1M |
| Aspire Capital Advisors LLC | 1.37% | Add +11.8% | 119,783 | $6.1M |
| Retirement Planning Group, LLC / NY | 3.88% | Reduce -0.4% | 118,537 | $6.0M |
| Capital Advantage, Inc. | 0.79% | Add +0.5% | 118,443 | $6.0M |
| Bank Hapoalim BM | 0.98% | Add +34.1% | 117,840 | $6.0M |
| Arq Wealth Advisors, LLC | 1.06% | Add +5.9% | 115,992 | $5.9M |
| Guilbault Capital LLC | 6.42% | Add +0.6% | 115,273 | $5.9M |
| Snowden Capital Advisors LLC | 0.15% | Add +5.9% | 113,448 | $5.8M |
| Harbour Investments, Inc. | 0.09% | Add +16.4% | 112,472 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.1% | 109,269 | $5.6M |
| Lake Hills Wealth Management, LLC | 3.10% | Reduce -15.2% | 109,212 | $5.5M |
| National Bank of Canada | 0.01% | Reduce -2.1% | 106,187 | $5.4M |
| Provident Co of the Employees of the Hebrew University LTD | 8.33% | Add +60.3% | 103,955 | $5.3M |
| Kingsview Wealth Management, LLC | 0.07% | Add +30.8% | 102,288 | $5.2M |
| Montag A & Associates Inc. | 0.24% | Reduce -1.2% | 102,051 | $5.2M |
| WT Wealth Management | 1.52% | Add +12.8% | 100,857 | $5.1M |
| Cordoba Advisory Partners LLC | 1.42% | Reduce -10.3% | 100,776 | $5.1M |
| Phoenix Financial Ltd. | 0.05% | No change | 131,000 | $5.1M |
| Deane Retirement Strategies, Inc. | 2.03% | New | 99,448 | $5.0M |
| Creative Planning | 0.00% | Add +32.1% | 96,428 | $4.9M |
| PMG Wealth Management, Inc. | 3.50% | Add +3.7% | 95,387 | $4.8M |
| Stamos Capital Partners, L.P. | 0.75% | Add +1.2% | 94,151 | $4.8M |
| Assetmark, Inc. | 0.01% | Add +2375.9% | 91,163 | $4.6M |
| D.A. Davidson & Co. | 0.03% | Add +15.6% | 90,990 | $4.6M |
| Allworth Financial LP | 0.02% | Reduce -0.6% | 90,936 | $4.6M |
| WealthBridge Capital Management, LLC | 1.05% | Add +6.5% | 89,846 | $4.6M |
| Peddock Capital Advisors, LLC | 1.00% | Add +3.0% | 89,379 | $4.5M |
| MRA Advisory Group | 1.84% | Reduce -0.2% | 88,760 | $4.5M |
| Banque Transatlantique SA | 0.11% | New | 94,045 | $4.4M |
| Carlson Financial, Inc. | 2.57% | Add +3.3% | 85,668 | $4.4M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.3% | 83,786 | $4.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +135.1% | 83,250 | $4.2M |
| Fifth Third Securities, Inc. | 0.27% | Reduce -11.9% | 82,869 | $4.2M |
| Fortem Financial Group, LLC | 1.06% | Reduce -30.6% | 82,787 | $4.2M |
| PFG Advisors | 0.20% | Add +4.4% | 82,632 | $4.2M |
| FMR LLC | 0.00% | Add +11.3% | 82,421 | $4.2M |
| Northern Trust Corp. | 0.00% | Add +2.1% | 82,279 | $4.2M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -9.9% | 82,125 | $4.2M |
| EFG International AG | 0.09% | Reduce -1.8% | 82,000 | $4.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.9% | 81,439 | $4.1M |
| Madison Asset Management, LLC | 0.05% | New | 81,054 | $4.1M |
| Lido Advisors, LLC | 0.02% | Add +89.0% | 79,127 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +45.3% | 129,724 | $4.0M |
| Alaska Permanent Capital Management, LLC | 0.28% | New | 78,898 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +43.9% | 75,537 | $3.8M |
| Meridian Wealth Management, LLC | 0.14% | Add +17.3% | 74,833 | $3.8M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -25.2% | 71,887 | $3.7M |
| Truist Financial Corp. | 0.00% | Reduce -9.2% | 71,395 | $3.6M |
| Austin Wealth Management, LLC | 0.82% | Reduce -28.1% | 70,233 | $3.6M |
| Park Avenue Securities LLC | 0.03% | Add +108.5% | 70,693 | $3.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +33.8% | 69,338 | $3.6M |
| Waystone Advisors LLC | 3.20% | Add +20.6% | 70,507 | $3.6M |
| Paladin Advisory Group, LLC | 2.72% | Reduce -3.0% | 70,397 | $3.6M |
| Laurel Wealth Advisors LLC | 0.35% | Reduce -0.1% | 62,890 | $3.6M |
| Lane Brothers & Co. Inc. | 2.56% | Reduce -6.8% | 69,248 | $3.5M |
| Elyxium Wealth, LLC | 1.13% | Add +7.9% | 69,067 | $3.5M |
| Moneco Advisors, LLC | 0.27% | Add +24.6% | 68,903 | $3.5M |
| Fifth Third Bancorp | 0.01% | Add +581.8% | 67,889 | $3.4M |
| Flow Traders U.S. LLC | 0.11% | New | 65,343 | $3.3M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.2% | 65,321 | $3.3M |
| Connecticut Wealth Management, LLC | 0.14% | Add +24.2% | 64,740 | $3.3M |
| Oxford Wealth Group, LLC | 1.80% | Reduce -15.4% | 64,692 | $3.3M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -0.7% | 64,272 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +1.6% | 63,480 | $3.2M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5.93% | Add +33.4% | 62,840 | $3.2M |
| Arvest Investments, Inc. | 0.43% | Reduce -4.8% | 62,541 | $3.2M |
| Magnus Financial Group LLC | 0.26% | Add +6.5% | 62,123 | $3.2M |
| Baird Financial Group, Inc. | 0.00% | Add +68.2% | 61,885 | $3.1M |
| Evoke Wealth, LLC | 0.06% | Add +6.8% | 60,779 | $3.1M |
| Parallel Advisors, LLC | 0.05% | Add +220.8% | 59,691 | $3.0M |
| Byrne Financial Freedom, LLC | 1.44% | Reduce -14.4% | 59,279 | $3.0M |
| NorthRock Partners, LLC | 0.05% | Reduce -1.8% | 58,015 | $2.9M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -18.3% | 57,537 | $2.9M |
| Hazlett, Burt & Watson, Inc. | 0.91% | Add +3.6% | 57,115 | $2.9M |
| Prosperity Financial Group, Inc. | 1.04% | Reduce -10.1% | 55,260 | $2.8M |
| Diversify Wealth Management, LLC | 0.05% | New | 50,560 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 53,800 | $2.7M |
| Western Wealth Management, LLC | 0.10% | Add +35.4% | 53,000 | $2.7M |
| Steelhead Wealth Management LLC | 1.36% | — | 52,836 | $2.7M |
| Bison Wealth, LLC | 0.26% | Add +8.6% | 47,247 | $2.7M |
| REDW Wealth LLC | 1.06% | Add +4.1% | 52,364 | $2.7M |
| NorthCrest Asset Manangement, LLC | 0.08% | Reduce -39.6% | 51,505 | $2.6M |
| Main Street Financial Solutions, LLC | 0.19% | Add +3.3% | 51,176 | $2.6M |
| CreativeOne Wealth, LLC | 0.06% | Add +9.4% | 50,974 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -21.3% | 50,925 | $2.6M |
| Kovack Advisors, Inc. | 0.14% | Add +29.1% | 60,379 | $2.6M |
| Sowell Financial Services LLC | 0.09% | Add +142.0% | 50,184 | $2.5M |
| Tudor Investment Corporation | 0.01% | New | 49,547 | $2.5M |
| Peck Wealth Management, LLC | 2.48% | Add +2.3% | 48,740 | $2.5M |
| Nvest Financial, LLC | 0.91% | Add +31.0% | 48,323 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -5.5% | 48,300 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Add +11.6% | 48,292 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -2.5% | 47,269 | $2.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +88.0% | 46,950 | $2.4M |
| First Heartland Consultants, Inc. | 0.18% | Reduce -31.2% | 46,328 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +52.3% | 45,683 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.26% | Add +18.9% | 45,237 | $2.3M |
| Northbridge Financial Group, LLC | 0.99% | Reduce -1.7% | 41,729 | $2.3M |
| Marshall Investment Management, LLC | 1.08% | Add +6.8% | 44,201 | $2.2M |
| Clark Capital Management Group, Inc. | 0.01% | New | 43,988 | $2.2M |
| Strategy Asset Managers LLC | 0.36% | Add +1.9% | 43,328 | $2.2M |
| Vectors Research Management, LLC | 0.64% | New | 43,213 | $2.2M |
| World Investment Advisors | 0.04% | Add +7.0% | 43,186 | $2.2M |
| Verity Asset Management, Inc. | 0.90% | Reduce -5.2% | 42,244 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +16.3% | 41,712 | $2.1M |
| WealthCare Investment Partners, LLC | 0.58% | Reduce -4.5% | 40,910 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -57.3% | 40,899 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +28.9% | 40,854 | $2.1M |
| Conservest Capital Advisors, Inc. | 0.19% | Add +230.5% | 40,658 | $2.1M |
| Arkadios Wealth Advisors | 0.03% | Add +76.7% | 40,656 | $2.1M |
| American Institute for Advanced Investment Management, LLP | 1.33% | Add +0.0% | 40,474 | $2.1M |
| Foronjy Financial LLC | 0.85% | Add +3.9% | 40,219 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Reduce -0.7% | 40,144 | $2.0M |
| Kraematon Investment Advisors, Inc. | 1.65% | Reduce -0.5% | 39,934 | $2.0M |
| PCG Wealth Advisors, LLC | 0.51% | New | 39,847 | $2.0M |
| Owen LaRue, LLC | 0.78% | Add +2.6% | 39,756 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +8.3% | 39,410 | $2.0M |
| Foresight Capital Management Advisors, Inc. | 1.11% | Reduce -3.5% | 39,243 | $2.0M |
| SFI Advisors, LLC | 2.08% | Reduce -39.1% | 39,031 | $2.0M |
| Private Wealth Advisors, LLC | 0.56% | New | 38,895 | $2.0M |
| Level Four Advisory Services, LLC | 0.06% | Add +118.7% | 37,983 | $1.9M |
| Key Client Fiduciary Advisors, LLC | 0.66% | Add +3.9% | 37,615 | $1.9M |
| Royal Harbor Partners, LLC | 0.65% | Reduce -5.5% | 37,602 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.16% | Reduce -9.2% | 37,567 | $1.9M |
| Princeton Global Asset Management LLC | 0.31% | Add +5.2% | 37,141 | $1.9M |
| Prospera Financial Services Inc | 0.03% | Add +7.9% | 37,098 | $1.9M |
| Systelligence, LLC | 0.37% | Reduce -62.2% | 37,032 | $1.9M |
| Ascentis Independent Advisors | 0.14% | New | 36,593 | $1.9M |
| TD Private Client Wealth LLC | 0.04% | Add +624.1% | 36,475 | $1.9M |
| Norris Financial Group, LLC | 0.60% | Add +3.8% | 36,420 | $1.9M |
| Beacon Financial Advisory LLC | 0.41% | Add +5.2% | 36,029 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +558.4% | 35,947 | $1.8M |
| Koshinski Asset Management, Inc. | 0.11% | Add +6.3% | 35,890 | $1.8M |
| APS Management Group, Inc. | 1.52% | Reduce -8.1% | 35,060 | $1.8M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -3.3% | 34,703 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Reduce -8.0% | 33,558 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -6.7% | 33,461 | $1.7M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.0% | 33,336 | $1.7M |
| O'ROURKE & COMPANY, Inc | 0.66% | Reduce -2.0% | 32,667 | $1.7M |
| WBH Advisory Inc. | 0.12% | Reduce -0.1% | 31,972 | $1.7M |
| ZEGA Investments, LLC | 0.31% | Add +627.3% | 32,235 | $1.6M |
| Valley Wealth Managers, Inc. | 0.10% | Reduce -13.7% | 31,813 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +1.3% | 31,724 | $1.6M |
| Courier Capital LLC | 0.09% | New | 31,432 | $1.6M |
| AQR Capital Management | 0.00% | Add +112.0% | 30,885 | $1.6M |
| BigSur Wealth Management LLC | 0.44% | No change | 30,855 | $1.6M |
| Koa Wealth Management, LLC | 1.13% | Reduce -5.5% | 30,844 | $1.6M |
| Ballentine Partners, LLC | 0.02% | Add +307.3% | 30,548 | $1.6M |
| Advisor Resource Council | 0.60% | Add +5.9% | 30,084 | $1.5M |
| Insight Advisors, LLC/ PA | 0.29% | Add +1.4% | 30,081 | $1.5M |
| Financial Freedom, LLC | 0.76% | Reduce -1.1% | 29,934 | $1.5M |
| GFS Advisors, LLC | 0.10% | New | 7,355 | $1.5M |
| Comprehensive Money Management Services LLC | 0.99% | Reduce -2.6% | 29,684 | $1.5M |
| Citizens Financial Group Inc. | 0.02% | Add +0.0% | 29,544 | $1.5M |
| VectorGlobal IAG, Inc. | 0.39% | — | 29,312 | $1.5M |
| Cathy Pareto & Associates, Inc. | 0.99% | Add +2.4% | 29,078 | $1.5M |
| CVA Family Office, LLC | 0.15% | Reduce -21.3% | 28,941 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Add +11.3% | 28,758 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +4.3% | 28,586 | $1.5M |
| Congress Asset Management Co. | 0.01% | Reduce -4.8% | 28,467 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +4.2% | 28,351 | $1.4M |
| Dumont & Blake Investment Advisors LLC | 0.36% | Reduce -4.2% | 28,303 | $1.4M |
| Harbor Investment Advisory, LLC | 0.11% | Add +9.6% | 28,243 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +122.9% | 28,053 | $1.4M |
| Arax Advisory Partners | 0.04% | Add +811.9% | 28,032 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +0.2% | 27,772 | $1.4M |
| Cornerstone Wealth, LLC | 0.79% | — | 25,296 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.15% | Reduce -0.4% | 27,565 | $1.4M |
| Allodium Investment Consultants, LLC | 0.67% | Add +1.4% | 27,502 | $1.4M |
| Uniting Wealth Partners, LLC | 0.30% | New | 27,436 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Reduce -0.0% | 27,430 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +43.7% | 27,247 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -9.3% | 26,832 | $1.4M |
| Nvwm, LLC | 0.30% | Reduce -38.3% | 26,775 | $1.4M |
| Centaurus Financial, Inc. | 0.06% | Reduce -14.4% | 26,616 | $1.4M |
| Breachway Investments LLC | 1.29% | Add +0.6% | 25,969 | $1.3M |
| LRI Investments, LLC | 0.12% | Reduce -7.9% | 26,392 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Add +0.9% | 26,329 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 26,310 | $1.3M |
| Seaview Investment Managers LLC | 0.48% | Add +7.3% | 26,275 | $1.3M |
| Invst, LLC | 0.15% | Reduce -2.5% | 26,106 | $1.3M |
| Kickstand Ventures, Llc. | 0.28% | Add +10.5% | 25,880 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 25,866 | $1.3M |
| Independent Advisor Alliance | 0.01% | Add +394.0% | 25,817 | $1.3M |
| Copia Wealth Management | 0.90% | Add +365.1% | 25,648 | $1.3M |
| Intrepid Financial Planning Group LLC | 0.52% | Reduce -0.9% | 25,543 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 25,129 | $1.3M |
| Rothschild Capital Partners, LLC | 0.30% | New | 24,353 | $1.2M |
| Entrewealth, LLC | 0.55% | Reduce -1.8% | 24,109 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +124.6% | 24,099 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +11.4% | 23,829 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -13.3% | 23,639 | $1.2M |
| Summit Financial, LLC | 0.01% | Add +69.9% | 23,133 | $1.2M |
| Burke & Herbert Bank & Trust Co. | 0.32% | No change | 22,575 | $1.1M |
| Integrity Investment Advisors, LLC | 0.62% | Add +26.2% | 22,339 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -72.0% | 22,014 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +13.4% | 27,781 | $1.1M |
| Powell Investment Advisors, LLC | 0.38% | Add +0.4% | 21,834 | $1.1M |
| High Point Wealth Management, LLC | 1.09% | Add +112.7% | 21,818 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.52% | Reduce -1.8% | 21,642 | $1.1M |
| Alaska Wealth Advisors, LLC | 0.13% | New | 21,337 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +73.5% | 21,260 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +67.1% | 21,217 | $1.1M |
| Quantum Portfolio Management LLC | 0.46% | Reduce -30.0% | 20,682 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | New | 20,268 | $1.0M |
| Ellis Investment Partners, LLC | 0.18% | Reduce -2.5% | 20,575 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Reduce -0.4% | 20,308 | $1.0M |
| Bensler, LLC | 0.11% | Reduce -2.0% | 20,156 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +10.5% | 20,129 | $1.0M |
| Twin Focus Capital Partners, LLC | 0.12% | Reduce -42.5% | 20,070 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Add +55.0% | 19,848 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +7.9% | 19,410 | $986K |
| Brown Advisory Inc. | 0.00% | Reduce -2.7% | 19,386 | $985K |
| Gotham Asset Management | 0.00% | Reduce -2.9% | 19,361 | $984K |
| Clear Creek Financial Management, LLC | 0.08% | Add +0.3% | 19,310 | $981K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | New | 19,102 | $971K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +3.4% | 18,931 | $962K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -30.3% | 18,706 | $950K |
| Principal Securities, Inc. | 0.01% | Add +42.7% | 18,702 | $950K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -4.1% | 18,417 | $936K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -14.5% | 17,955 | $928K |
| Renaissance Technologies | 0.00% | New | 18,200 | $925K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.7% | 18,171 | $923K |
| Smith, Moore & Co. | 0.07% | Add +10.3% | 17,993 | $914K |
| Keystone Financial Group | 0.06% | Add +94.8% | 17,730 | $901K |
| Valued Retirements, Inc. | 0.87% | No change | 17,597 | $894K |
| Quantinno Capital Management LP | 0.00% | Add +2.5% | 17,496 | $889K |
| Regions Financial Corp. | 0.01% | New | 17,372 | $883K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +4.2% | 17,245 | $876K |
| Sonoma Allocations LLC | 0.30% | New | 17,013 | $875K |
| HighPoint Advisor Group LLC | 0.04% | Add +5.2% | 17,160 | $872K |
| Atria Investments, Inc | 0.01% | Reduce -55.4% | 17,141 | $871K |
| Commerce Advisors, LLC | 0.73% | — | 17,107 | $869K |
| Willner & Heller, LLC | 0.65% | Add +3.9% | 17,084 | $868K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +1.1% | 16,949 | $861K |
| Sage Mountain Advisors LLC | 0.06% | No change | 16,793 | $853K |
| Savant Capital, LLC | 0.00% | Add +33.9% | 16,695 | $848K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -3.3% | 15,268 | $842K |
| Sofi Wealth, LLC | 0.04% | Add +16.9% | 16,557 | $841K |
| Trustmark Bank Trust Department | 0.05% | Add +19.6% | 16,519 | $839K |
| Sharkey, Howes & Javer | 0.11% | Reduce -10.5% | 16,462 | $836K |
| Sierra Capital LLC | 0.09% | No change | 16,305 | $828K |
| SlateStone Wealth, LLC | 0.07% | Reduce -5.8% | 16,141 | $820K |
| RFG Advisory, LLC | 0.02% | Add +21.9% | 16,118 | $819K |
| Stonebridge Financial Group, LLC | 0.07% | Reduce -94.7% | 16,068 | $816K |
| Granville Capital, Inc. | 0.42% | Add +0.4% | 15,984 | $812K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.4% | 15,861 | $806K |
| Accel Wealth Management | 0.21% | Add +3.7% | 15,703 | $798K |
| Greenline Wealth Management LLC | 0.92% | Add +76.8% | 15,620 | $794K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.33% | Reduce -0.7% | 15,317 | $778K |
| International Assets Investment Management, LLC | 0.05% | Add +54.3% | 15,039 | $777K |
| Indivisible Partners | 0.07% | Add +8.3% | 15,279 | $776K |
| Autumn Glory Partners, LLC | 0.28% | Reduce -0.7% | 15,267 | $776K |
| Natixis Advisors, LLC | 0.00% | Add +44.6% | 15,260 | $775K |
| Finivi Inc. | 0.42% | Add +0.0% | 15,093 | $767K |
| Private Trust Co. NA | 0.07% | Add +9.3% | 14,756 | $750K |
| Choreo, LLC | 0.01% | Reduce -2.0% | 14,723 | $748K |
| Jacobi Capital Management LLC | 0.04% | Add +13.4% | 14,629 | $743K |
| Midwest Trust Co | 0.01% | Reduce -8.4% | 14,612 | $742K |
| Sovran Advisors, LLC | 0.06% | Reduce -29.8% | 13,047 | $741K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 14,524 | $738K |
| Fort Point Capital Partners LLC | 0.10% | Reduce -0.2% | 14,502 | $737K |
| Stephens Inc. | 0.01% | Add +1.4% | 14,302 | $727K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +26.5% | 14,259 | $725K |
| Bard Associates Inc. | 0.18% | Reduce -12.7% | 14,141 | $719K |
| Leavell Investment Management, Inc. | 0.03% | Add +30.6% | 14,114 | $717K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.20% | New | 14,042 | $714K |
| Cerity Partners LLC | 0.00% | Add +28.6% | 13,918 | $707K |
| Bluedoor Private Wealth, LLC | 0.32% | Add +9.2% | 13,788 | $701K |
| Matauro, LLC | 0.10% | Add +0.4% | 13,549 | $688K |
| Lifestyle Asset Management, Inc. | 0.22% | New | 13,451 | $683K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -22.7% | 13,348 | $678K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.6% | 13,226 | $672K |
| Tandem Capital Management Corp. | 0.34% | Reduce -12.0% | 13,170 | $669K |
| Barings LLC | 0.01% | No change | 12,744 | $648K |
| Global View Capital Management LLC | 0.17% | Add +66.0% | 12,742 | $647K |
| Capital Analysts, LLC | 0.02% | Reduce -0.1% | 12,729 | $647K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1116.3% | 12,467 | $633K |
| Claris Financial LLC | 0.34% | Add +66.6% | 12,213 | $621K |
| Ancora Advisors LLC | 0.01% | Reduce -8.5% | 12,201 | $620K |
| Realta Investment Advisors | 0.21% | New | 12,071 | $613K |
| Atlanta Consulting Group Advisors, LLC | 0.13% | Add +38.4% | 12,063 | $613K |
| Okabena Investment Services Inc. | 0.12% | No change | 12,000 | $610K |
| Marshall Financial Group, LLC | 0.10% | Reduce -95.2% | 11,916 | $605K |
| Stephen J. Garry & Associates, LLC | 0.49% | Reduce -1.6% | 11,890 | $604K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.3% | 11,806 | $600K |
| Core Wealth Advisors, Inc. | 0.14% | No change | 11,712 | $595K |
| Tradition Wealth Management, LLC | 0.04% | Add +1.3% | 11,677 | $593K |
| AMJ Financial Wealth Management | 0.14% | Add +66.4% | 11,636 | $591K |
| Verdence Capital Advisors LLC | 0.03% | New | 11,474 | $583K |
| Johnson Investment Counsel Inc. | 0.00% | Add +3.3% | 11,456 | $582K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Reduce -35.5% | 11,349 | $577K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 11,279 | $573K |
| Claro Advisors Inc. | 0.07% | Reduce -3.8% | 11,277 | $573K |
| Grandview Asset Management LLC | 0.17% | Add +4.7% | 11,136 | $566K |
| Wellington Shields Capital Management, LLC | 0.08% | No change | 11,125 | $565K |
| Pinnacle Associates Ltd. | 0.01% | Add +12.1% | 11,081 | $563K |
| Exchange Bank | 0.38% | Add +63.8% | 10,894 | $554K |
| Journey Advisory Group, LLC | 0.05% | Reduce -1.3% | 10,876 | $553K |
| First International Bank of Israel Ltd. | 0.16% | Reduce -48.1% | 10,862 | $552K |
| Pinnacle Wealth Management Group, Inc. | 0.26% | Reduce -12.5% | 10,530 | $535K |
| Investment Partners Asset Management, Inc. | 0.33% | Reduce -3.4% | 10,469 | $532K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +2.1% | 10,378 | $527K |
| Spire Wealth Management | 0.02% | Reduce -69.2% | 10,336 | $525K |
| Diversified Enterprises, LLC | 0.03% | Reduce -6.7% | 10,300 | $523K |
| Castleview Partners, LLC | 0.27% | Reduce -13.4% | 10,273 | $522K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +21.9% | 10,248 | $521K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -1.2% | 10,224 | $519K |
| Elm3 Financial Group, LLC | 0.44% | Add +10.9% | 10,212 | $519K |
| Mechanics Bank Trust Department | 0.07% | No change | 10,200 | $518K |
| Mgo One Seven LLC | 0.01% | Reduce -0.2% | 10,198 | $518K |
| CrossGen Wealth, LLC | 0.45% | Add +0.5% | 10,151 | $516K |
| Alteri Wealth LLC | 0.17% | Reduce -6.2% | 10,049 | $511K |
| Vontobel Holding Ltd. | 0.00% | Reduce -42.0% | 10,000 | $508K |
| Laffer Tengler Investments, Inc. | 0.09% | New | 10,000 | $508K |
| Great Diamond Partners, LLC | 0.10% | Add +8.2% | 9,958 | $506K |
| StoneX Group Inc. | 0.03% | Reduce -20.8% | 9,972 | $501K |
| Stableford Capital II LLC | 0.19% | New | 9,809 | $498K |
| Whittier Trust Co. | 0.01% | No change | 9,689 | $498K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +22.6% | 9,775 | $497K |
| Gateway Wealth Partners, LLC | 0.02% | Add +88.8% | 9,761 | $496K |
| BNP Paribas Financial Markets | 0.00% | Add +7.0% | 9,658 | $491K |
| Strategic Advisors LLC | 0.08% | Reduce -5.6% | 9,628 | $489K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.1% | 9,576 | $487K |
| Alpha Financial Partners LLC | 0.28% | Add +0.7% | 9,382 | $477K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +4.1% | 9,344 | $475K |
| Savvy Advisors, Inc. | 0.01% | Add +50.1% | 9,330 | $474K |
| Werba Rubin Papier Wealth Management | 0.07% | No change | 9,185 | $467K |
| Vestcor Inc | 0.01% | Add +3.1% | 9,170 | $466K |
| Trilogy Capital Inc. | 0.02% | Add +18.7% | 9,116 | $463K |
| Petra Financial Advisors Inc. | 0.29% | New | 9,073 | $461K |
| Kintra Wealth, LLC | 0.03% | New | 9,031 | $459K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -16.5% | 9,007 | $458K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -35.0% | 9,155 | $450K |
| Richardson Capital Management LLC | 0.21% | Reduce -0.5% | 8,705 | $442K |
| Ameraudi Asset Management, Inc. | 0.24% | Reduce -39.8% | 8,519 | $433K |
| Caprock Group, LLC | 0.01% | Reduce -1.2% | 8,488 | $431K |
| Guardian Capital, LLC | 0.41% | Add +3.0% | 8,470 | $430K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +6.0% | 8,460 | $430K |
| Signal Advisors Wealth, LLC | 0.03% | Add +8.2% | 8,406 | $427K |
| Purus Wealth Management, LLC | 0.13% | Add +0.1% | 8,304 | $422K |
| Scotia Capital Inc. | 0.00% | Reduce -5.7% | 8,284 | $421K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.0% | 8,189 | $416K |
| WESPAC Advisors SoCal, LLC | 0.09% | New | 8,147 | $414K |
| Compound Planning, Inc. | 0.01% | Reduce -12.8% | 8,092 | $411K |
| Wealthspan Partners, LLC | 0.14% | Add +2.5% | 7,978 | $405K |
| Index Technologies Group LLC | 0.44% | Reduce -33.6% | 7,951 | $404K |
| Hilltop Holdings Inc. | 0.04% | Reduce -25.9% | 7,933 | $403K |
| OakTrust Wealth Advisors, LLC | 0.37% | Reduce -0.6% | 7,895 | $401K |
| Altus Wealth Group LLC | 0.16% | Add +2.6% | 7,850 | $399K |
| Cascade Investment Group, Inc. | 0.26% | Add +1.5% | 7,820 | $397K |
| GSG Advisors LLC | 0.10% | Add +0.7% | 7,809 | $397K |
| SHP Wealth Management | 0.03% | Add +149.3% | 7,790 | $396K |
| Asset One Wealth Management LLC | 0.04% | Reduce -21.3% | 7,143 | $395K |
| 180 Wealth Advisors, LLC | 0.04% | Add +51.5% | 7,678 | $390K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +2.7% | 7,659 | $389K |
| Eagle Wealth Strategies LLC | 0.17% | Reduce -0.9% | 7,651 | $389K |
| Clark Asset Management, LLC | 0.04% | Add +17.5% | 7,640 | $388K |
| Entelevest, LLC | 0.40% | Add +29.9% | 7,575 | $385K |
| Global Financial Private Client, LLC | 0.12% | No change | 7,500 | $381K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +4.8% | 7,481 | $380K |
| Flaharty Asset Management, LLC | 0.05% | No change | 7,385 | $375K |
| Valley National Advisers Inc. | 0.05% | Reduce -0.9% | 7,367 | $374K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 7,265 | $369K |
| LWM Advisory Services, LLC | 0.39% | Reduce -47.2% | 7,249 | $368K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -0.6% | 7,175 | $365K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -21.5% | 7,135 | $363K |
| Visionary Wealth Advisors | 0.02% | Reduce -22.3% | 7,088 | $360K |
| Harbor Asset Planning, Inc. | 0.30% | Add +3.3% | 7,057 | $359K |
| Planning Directions Inc. | 0.18% | Reduce -0.5% | 6,992 | $355K |
| Neuberger Berman Group LLC | 0.00% | Add +7.0% | 6,918 | $352K |
| Advyzon Investment Management, LLC | 0.03% | New | 6,904 | $351K |
| Avondale Wealth Management | 0.17% | Add +4.0% | 6,828 | $347K |
| Brandywine Oak Private Wealth LLC | 0.03% | Reduce -9.0% | 6,812 | $346K |
| Advisors Management Group Inc. | 0.06% | Reduce -9.7% | 6,787 | $344K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,765 | $344K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -3.5% | 6,680 | $339K |
| ProCore Advisors, LLC | 0.52% | Reduce -3.6% | 6,636 | $337K |
| Crewe Advisors LLC | 0.03% | No change | 6,545 | $333K |
| Fairscale Capital, LLC | 0.23% | No change | 6,528 | $332K |
| Cheviot Value Management, LLC | 0.03% | No change | 6,500 | $330K |
| Apollon Financial, LLC | 0.05% | Add +16.9% | 6,492 | $330K |
| Investment Partners, LTD. | 0.12% | Add +6.5% | 6,432 | $327K |
| Foguth Wealth Management, LLC. | 0.04% | New | 5,800 | $327K |
| Archford Capital Strategies, LLC | 0.04% | Add +2.1% | 6,320 | $321K |
| Barnes Wealth Management Group, Inc | 0.16% | Add +1.8% | 6,292 | $320K |
| PFG Investments, LLC | 0.01% | Reduce -4.0% | 6,289 | $320K |
| ProVise Management Group, LLC | 0.02% | Add +7.0% | 6,286 | $319K |
| Embree Financial Group | 0.04% | Add +3.3% | 6,191 | $315K |
| MADDEN SECURITIES Corp | 0.09% | No change | 6,150 | $312K |
| Berger Financial Group, Inc | 0.02% | Add +0.2% | 6,129 | $311K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -7.0% | 6,113 | $311K |
| Aurora Private Wealth, Inc. | 0.22% | Reduce -5.5% | 6,097 | $310K |
| FRG Family Wealth Advisors LLC | 0.05% | Reduce -6.9% | 6,040 | $307K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 6,028 | $306K |
| Associated Banc-Corp | 0.01% | Add +36.3% | 6,022 | $306K |
| Highview Capital Management LLC | 0.11% | New | 5,992 | $304K |
| Heritage Wealth Management, Inc. | 0.15% | No change | 5,915 | $301K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.6% | 5,898 | $300K |
| Warner Financial, Inc. | 0.10% | Add +0.3% | 5,843 | $297K |
| HB Wealth Management, LLC | 0.00% | Add +0.1% | 5,768 | $293K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -12.1% | 5,613 | $289K |
| Icon Wealth Advisors, LLC | 0.02% | New | 5,192 | $286K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 5,556 | $282K |
| Flagstar Securities, Inc. | 0.10% | New | 5,541 | $282K |
| Fund Advisors of America Inc | 0.28% | Reduce -0.5% | 5,512 | $280K |
| Endowment Wealth Management, Inc. | 0.12% | Add +3.3% | 5,447 | $277K |
| Avantax Planning Partners, Inc. | 0.01% | Add +21.2% | 5,437 | $276K |
| First Business Financial Services, Inc. | 0.02% | No change | 5,401 | $274K |
| Instrumental Wealth, LLC | 0.17% | Add +4.6% | 5,352 | $272K |
| IMG Wealth Management, Inc. | 0.17% | Reduce -0.5% | 5,337 | $271K |
| Madrid Wealth Management, LLC | 0.20% | Reduce -15.2% | 5,332 | $271K |
| Eley Financial Management, Inc | 0.10% | New | 5,315 | $270K |
| DAVENPORT & Co LLC | 0.00% | Reduce -11.7% | 5,281 | $268K |
| Astoria Portfolio Advisors LLC. | 0.06% | No change | 4,767 | $268K |
| Texas Yale Capital Corp. | 0.01% | No change | 5,200 | $264K |
| Kilter Group LLC | 0.11% | No change | 5,170 | $263K |
| Stone Wealth Partners | 0.24% | Reduce -14.9% | 5,158 | $262K |
| Stratos Investment Management, LLC | 0.01% | Add +0.7% | 5,135 | $261K |
| GoalVest Advisory LLC | 0.05% | Add +21.4% | 5,130 | $261K |
| Advisor OS, LLC | 0.02% | New | 5,115 | $260K |
| Advisors Capital Management, LLC | 0.00% | Reduce -5.8% | 5,099 | $259K |
| Silvia McColl Wealth Management, LLC | 0.17% | No change | 5,084 | $258K |
| City Center Advisors, LLC | 0.24% | Reduce -4.1% | 5,071 | $258K |
| Elevated Capital Advisors, LLC | 0.06% | Add +0.6% | 5,056 | $257K |
| Moors & Cabot, Inc. | 0.01% | No change | 5,052 | $257K |
| Horizon Investments, LLC | 0.00% | Add +49.1% | 5,034 | $256K |
| Unique Wealth Strategies, LLC | 0.10% | Reduce -8.1% | 5,023 | $255K |
| Creekside Partners | 0.10% | No change | 5,015 | $255K |
| NCM Capital Management, LLC | 0.09% | No change | 5,006 | $254K |
| Colonial Trust Co / SC | 0.03% | Reduce -7.4% | 5,000 | $254K |
| Merkkuri Wealth Advisors LLC | 0.17% | Add +0.5% | 4,999 | $254K |
| Strategic Financial Concepts, LLC | 0.06% | New | 4,947 | $251K |
| Kraft, Davis & Associates, LLC | 0.05% | Reduce -0.7% | 4,424 | $251K |
| Helium Advisors LLC | 0.24% | Add +1.4% | 4,915 | $250K |
| Founders Financial Securities LLC | 0.01% | New | 4,525 | $247K |
| Apeiron RIA LLC | 0.06% | No change | 4,800 | $244K |
| Holderness Investments Co. | 0.05% | Add +0.7% | 4,761 | $242K |
| Sandbox Financial Partners, LLC | 0.07% | Add +0.3% | 4,759 | $242K |
| Register Financial Advisors LLC | 0.09% | Add +138.1% | 4,742 | $241K |
| AlphaCore Capital LLC | 0.01% | Reduce -7.9% | 4,677 | $238K |
| Stonebridge Financial Planning Group, LLC | 0.09% | Add +2.2% | 4,669 | $237K |
| Transcend Capital Advisors, LLC | 0.02% | Add +9.6% | 4,637 | $236K |
| GTS Securities LLC | 0.01% | New | 4,602 | $234K |
| Beacon Capital Management, LLC | 0.04% | New | 4,579 | $233K |
| BlackRock, Inc. | 0.00% | Add +26.2% | 4,571 | $232K |
| Tucker Asset Management LLC | 0.07% | Add +226.6% | 4,546 | $231K |
| Means Investment Co., Inc. | 0.02% | Add +0.1% | 4,539 | $231K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -2.6% | 4,532 | $230K |
| First Manhattan Co. Llc. | 0.00% | No change | 4,500 | $229K |
| Sheets Smith Wealth Management | 0.03% | Add +0.1% | 4,490 | $228K |
| Lynx Investment Advisory | 0.11% | Add +0.6% | 4,473 | $227K |
| Simon Quick Advisors, LLC | 0.01% | No change | 4,470 | $227K |
| Garton & Associates Financial Advisors LLC | 0.18% | Reduce -19.4% | 4,443 | $226K |
| Capstone Wealth Management Group LLC | 0.14% | No change | 4,429 | $225K |
| Trust Point Inc. | 0.02% | Reduce -3.4% | 4,420 | $225K |
| GWN Securities Inc. | 0.04% | Add +0.4% | 4,408 | $224K |
| GenTrust, LLC | 0.01% | Reduce -39.6% | 4,400 | $224K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -10.2% | 4,385 | $223K |
| Black Diamond Financial, LLC | 0.02% | New | 4,383 | $223K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.1% | 4,350 | $221K |
| GeoWealth Management, LLC | 0.01% | Add +5.4% | 4,344 | $221K |
| Arista Wealth Management, LLC | 0.03% | No change | 4,330 | $220K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.5% | 4,285 | $218K |
| Hunter Associates Investment Management LLC | 0.03% | New | 4,257 | $215K |
| Connecticut Capital Management Group, LLC | 0.20% | New | 4,226 | $215K |
| Gentry Private Wealth, LLC | 0.13% | No change | 4,224 | $215K |
| Navis Wealth Advisors, LLC | 0.11% | Reduce -12.2% | 4,196 | $213K |
| Joseph P. Lucia & Associates, LLC | 0.08% | New | 4,155 | $211K |
| Walleye Trading LLC | 0.00% | New | 4,155 | $211K |
| Channel Wealth LLC | 0.05% | New | 4,096 | $208K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -6.1% | 4,087 | $208K |
| NWF Advisory Services Inc. | 0.02% | New | 4,060 | $206K |
| Peoples Bank | 0.21% | New | 4,050 | $206K |
| Fortress Private Ledger, LLC | 0.06% | New | 4,031 | $205K |
| Lakewood Asset Management LLC | 0.13% | New | 4,027 | $205K |
| Csenge Advisory Group | 0.01% | New | 4,027 | $205K |
| Private Client Services, LLC | 0.06% | New | 4,025 | $205K |
| Ameliora Wealth Management Ltd. | 0.06% | No change | 4,000 | $203K |
| Boreal Capital Management LLC | 0.20% | No change | 4,000 | $203K |
| Parkway Wealth Management Group, LLC | 0.03% | Reduce -39.4% | 3,715 | $203K |
| Valeo Financial Advisors, LLC | 0.00% | New | 3,969 | $202K |
| Novem Group | 0.02% | New | 3,963 | $201K |
| Vise Technologies, Inc. | 0.00% | No change | 4,211 | $201K |
| Krilogy Financial LLC | 0.01% | New | 3,738 | $201K |
| Quattro Financial Advisors LLC | 0.06% | New | 3,937 | $200K |
| FWL Investment Management, LLC | 0.04% | Add +11.8% | 3,814 | $194K |
| Security National Bank | 0.03% | Reduce -0.7% | 3,790 | $193K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.0% | 3,750 | $191K |
| AE Wealth Management LLC | 0.00% | Reduce -45.5% | 3,728 | $189K |
| Tidemark, LLC | 0.04% | Add +2.2% | 3,265 | $166K |
| Creative Financial Designs Inc. | 0.01% | Add +0.8% | 3,134 | $159K |
| Anchor Investment Management, LLC | 0.01% | Reduce -11.8% | 3,000 | $152K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 3,000 | $152K |
| Bravera Wealth | 0.06% | No change | 2,684 | $136K |
| Knuff & Co LLC | 0.04% | No change | 2,500 | $127K |
| Evolution Wealth Management Inc. | 0.09% | No change | 2,443 | $124K |
| Triumph Capital Management | 0.02% | Reduce -7.8% | 2,370 | $120K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,290 | $116K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -12.2% | 2,250 | $114K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,205 | $112K |
| Flagship Wealth Advisors, LLC | 0.05% | No change | 2,545 | $111K |
| True Link Financial Advisors, LLC | 0.01% | New | 2,110 | $107K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 2,044 | $104K |
| IMA Advisory Services, Inc. | 0.01% | No change | 1,943 | $99K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +181.2% | 1,884 | $96K |
| BankPlus Trust Department | 0.03% | No change | 1,880 | $96K |
| Tsfg, LLC | 0.01% | Add +0.1% | 1,816 | $92K |
| GAMMA Investing LLC | 0.00% | Add +3.7% | 1,692 | $86K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -33.3% | 1,657 | $84K |
| UMB Bank, n.a. | 0.00% | Add +140.0% | 1,620 | $82K |
| First United Bank & Trust | 0.03% | No change | 1,565 | $80K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,221 | $62K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.7% | 1,205 | $61K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,182 | $60K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,157 | $59K |
| Wellington-Altus USA Inc. | 0.03% | New | 1,000 | $59K |
| Franklin Resources Inc. | 0.00% | New | 1,133 | $58K |
| Signature Equity Partners, LLC | 0.03% | No change | 1,107 | $56K |
| JNBA Financial Advisors | 0.00% | Add +54.2% | 1,098 | $56K |
| Founders Financial Alliance, LLC | 0.01% | Add +509.6% | 1,079 | $55K |
| Sound Income Strategies, LLC | 0.00% | Reduce -3.7% | 1,054 | $54K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +142.6% | 1,019 | $52K |
| Main Street Group, LTD | 0.02% | New | 1,013 | $51K |
| Solstein Capital, LLC | 0.02% | New | 1,005 | $51K |
| HHM Wealth Advisors, LLC | 0.01% | New | 925 | $47K |
| Key Financial Inc | 0.01% | Reduce -7.1% | 891 | $45K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 891 | $45K |
| Parvin Asset Management, LLC | 0.03% | No change | 865 | $44K |
| Bank of New Hampshire | 0.01% | No change | 800 | $41K |
| Addison Advisors LLC | 0.01% | No change | 800 | $41K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 800 | $41K |
| Bayban | 0.03% | No change | 787 | $40K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.8% | 776 | $39K |
| Webster Bank, N. A. | 0.00% | No change | 768 | $39K |
| Winch Advisory Services, LLC | 0.01% | Add +0.7% | 767 | $39K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 767 | $39K |
| Sunrise Financial Services, LLC | 0.03% | No change | 759 | $39K |
| Clearstead Advisors, LLC | 0.00% | Add +5.6% | 758 | $39K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -3.0% | 744 | $38K |
| LOM Asset Management Ltd | 0.01% | Reduce -21.3% | 740 | $38K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +12.6% | 717 | $36K |
| Motco | 0.00% | No change | 696 | $35K |
| Millstone Evans Group, LLC | 0.02% | No change | 688 | $35K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Reduce -24.5% | 614 | $34K |
| Avalon Trust Co | 0.00% | Reduce -59.8% | 671 | $34K |
| SBI Securities Co., Ltd. | 0.00% | Add +294.7% | 671 | $34K |
| Larson Financial Group LLC | 0.00% | Reduce -21.1% | 651 | $33K |
| Ameriflex Group, Inc. | 0.02% | Add +0.3% | 607 | $31K |
| Clearstead Trust, LLC | 0.01% | New | 604 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 572 | $29K |
| NBT Bank, N.A. | 0.00% | New | 570 | $29K |
| Axiom Investment Management LLC | 0.02% | — | 556 | $28K |
| Operose Advisors LLC | 0.01% | No change | 545 | $28K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 545 | $28K |
| Howe & Rusling Inc. | 0.00% | Reduce -4.6% | 538 | $27K |
| Forum Finance Group S.A. | 0.01% | — | 650 | $27K |
| Hanson & Doremus Investment Management | 0.00% | No change | 537 | $27K |
| Archer Investment Corp | 0.01% | Add +0.8% | 520 | $26K |
| Hurley Capital, LLC | 0.01% | Add +0.6% | 518 | $26K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 500 | $25K |
| 2UniFi Bank | 0.01% | New | 500 | $25K |
| NFSG Corp | 0.00% | Reduce -37.8% | 486 | $25K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 470 | $24K |
| North Star Investment Management Corp. | 0.00% | New | 455 | $23K |
| Chilton Capital Management LLC | 0.00% | No change | 450 | $23K |
| Pacific Center for Financial Services | 0.01% | Add +0.5% | 448 | $23K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -14.6% | 428 | $22K |
| MCF Advisors LLC | 0.00% | No change | 420 | $21K |
| Monetary Solutions, Ltd | 0.02% | No change | 357 | $18K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 334 | $17K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -20.7% | 329 | $17K |
| Hughes Financial Services, LLC | 0.00% | New | 309 | $16K |
| Trask Adam Roland | 0.01% | — | 300 | $15K |
| Global Trust Asset Management, LLC | 0.01% | No change | 300 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +45.3% | 295 | $15K |
| SJS Investment Consulting Inc. | 0.00% | Add +913.8% | 294 | $15K |
| Ankerstar Wealth, LLC | 0.02% | No change | 294 | $15K |
| Zions Bancorporation, National Association | 0.00% | New | 281 | $14K |
| Gen-Wealth Partners Inc | 0.00% | No change | 275 | $14K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 273 | $14K |
| Cornerstone Planning Group LLC | 0.00% | New | 234 | $13K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 262 | $13K |
| Arlington Trust Co LLC | 0.00% | No change | 250 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 235 | $12K |
| Purpose Unlimited Inc. | 0.00% | New | 228 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -18.6% | 228 | $12K |
| YANKCOM Partnership | 0.00% | New | 226 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -92.5% | 225 | $11K |
| Deutsche Bank AG | 0.00% | Reduce -31.3% | 220 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 219 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 208 | $11K |
| Bellevue Asset Management, LLC | 0.01% | Add +1.0% | 206 | $10K |
| DecisionPoint Financial, LLC | 0.00% | Add +0.5% | 206 | $10K |
| Asset Dedication, LLC | 0.00% | No change | 203 | $10K |
| SWAN Capital LLC | 0.00% | Add +1.0% | 202 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 200 | $10K |
| Accordant Advisory Group Inc | 0.01% | New | 199 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 195 | $10K |
| Waverly Advisors, LLC | 0.00% | No change | 185 | $9K |
| Nemes Rush Group LLC | 0.00% | Reduce -26.6% | 182 | $9K |
| Evermay Wealth Management LLC | 0.00% | Add +687.0% | 181 | $9K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 176 | $9K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 156 | $8K |
| Avion Wealth | 0.00% | New | 144 | $7K |
| Strive Financial Group ,LLC | 0.00% | Reduce -88.0% | 110 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 120 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 105 | $5K |
| Root Financial Partners, LLC | 0.00% | Add +5.2% | 101 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 100 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 100 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 95 | $5K |
| Quadrant Capital Group LLC | 0.00% | New | 94 | $5K |
| Clayton Financial Group LLC | 0.00% | No change | 92 | $5K |
| American National Bank & Trust | 0.00% | No change | 88 | $4K |
| McIlrath & Eck, LLC | 0.00% | Add +72.0% | 86 | $4K |
| High Note Wealth, LLC | 0.00% | New | 80 | $4K |
| Morse Asset Management, Inc | 0.00% | Add +35.7% | 76 | $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% | No change | 70 | $4K |
| Rossby Financial, LCC | 0.00% | Add +1475.0% | 63 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 63 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 63 | $3K |
| First Community Trust NA | 0.00% | New | 62 | $3K |
| Toth Financial Advisory Corp. | 0.00% | Add +100.0% | 60 | $3K |
| Heritage Wealth Advisors | 0.00% | New | 55 | $3K |
| Salem Investment Counselors Inc. | 0.00% | New | 50 | $3K |
| Eastern Bank | 0.00% | New | 44 | $2K |
| Ballast Advisors LLC | 0.00% | New | 43 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 43 | $2K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 35 | $2K |
| Red Tortoise LLC | 0.00% | No change | 30 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 26 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 20 | $984 |
| St Germain D J Co. Inc. | 0.00% | No change | 10 | $508 |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is PAVE's weight in each manager's 13F, not the share of Global X US Infrastructure the manager owns.