Global X US InfrastructurePAVEETF

13F holders, Q2 2026 (June 30)
821holders +84
120new positions
37sold out
5famous investors
$58.88avg. 13F price*

At the end of Q2 2026, 821 institutions reported holding Global X US Infrastructure (PAVE) in their 13F filings, up 84 from Q1 2026. 120 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($1.5B), Bank of Montreal ($1.4B) and Morgan Stanley ($686.1M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions120$253.0M
Exits37$21.1M

All 13F filers, Q1 2026 → Q2 2026: 19,526,226 shares bought and 5,507,368 shares sold, net +14,018,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 821 holders

Bank of America Corp. 0.10% Reduce -1.3% 25,173,381 $1.5B
Bank of Montreal 0.53% Add +1.1% 24,488,508 $1.4B
Morgan Stanley 0.04% Add +9.2% 11,645,278 $686.1M
LPL Financial LLC 0.13% Add +10.8% 9,616,218 $566.6M
Harel Insurance Investments & Financial Services Ltd. 2.57% No change 8,938,139 $527.3M
Envestnet Asset Management Inc. 0.07% Add +24.5% 5,089,117 $299.9M
JPMorgan Chase & Co. 0.02% Reduce -29.9% 4,495,049 $263.4M
CIBC Bancorp USA Inc. 0.31% Add +7.1% 4,214,610 $248.1M
Wells Fargo & Company 0.04% Add +9.4% 3,597,436 $212.0M
Focus Partners Wealth 0.18% Add +418.5% 3,061,202 $180.4M
Meitav Investment House Ltd. 1.12% Add +131.9% 2,832,025 $167.0M
RiverFront Investment Group, LLC 2.12% Add +67.5% 2,722,598 $160.4M
UBS Group AG 0.02% Reduce -3.9% 2,365,466 $139.4M
Principal Financial Group Inc. 0.07% Add +48.4% 2,326,475 $137.1M
Osaic Holdings, Inc. 0.15% Add +11.4% 2,228,495 $131.3M
Royal Bank of Canada 0.02% Add +22.3% 1,969,091 $116.0M
Waddell & Associates, LLC 5.73% Reduce -0.2% 1,964,140 $115.7M
Clal Insurance Enterprises Holdings Ltd 0.50% No change 1,871,750 $110.3M
Raymond James Financial Inc. 0.03% Add +21.2% 1,861,776 $109.7M
Northwestern Mutual Wealth Management Co. 0.06% Add +6.8% 1,856,098 $109.4M
Moss Adams Wealth Advisors LLC 6.81% Add +1.7% 1,847,570 $109.0M
Cetera Investment Advisers 0.09% Add +31.0% 1,699,405 $100.1M
Kestra Investment Management, LLC 1.88% Reduce -38.9% 1,646,301 $97.0M
Ameriprise Financial Inc. 0.02% Add +17.0% 1,406,849 $82.9M
Axxcess Wealth Management, LLC 0.99% Add +4.0% 1,058,974 $62.4M
Capital Asset Advisory Services LLC 2.19% Add +4.5% 1,028,101 $60.6M
Kestra Advisory Services, LLC 0.20% Add +16.9% 1,023,893 $60.3M
Commonwealth Equity Services, LLC 0.07% Reduce -0.9% 1,006,445 $59.3M
Evergreen Capital Management LLC 0.95% Add +4.7% 918,222 $54.2M
Treasurer of the State of North Carolina 0.14% New 904,346 $53.3M
Mariner, LLC 0.05% Reduce -3.6% 878,989 $51.8M
HighTower Advisors, LLC 0.05% Add +4.1% 871,355 $51.3M
MML Investors Services, LLC 0.10% Add +26.9% 844,313 $49.7M
Van Eck Associates Corp. 0.03% Reduce -47.6% 782,638 $46.1M
First Interstate Bank 2.32% Reduce -1.0% 755,645 $44.5M
EP Wealth Advisors, LLC 0.17% Reduce -0.0% 743,811 $43.8M
Composition Wealth, LLC 0.50% New 728,078 $42.9M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +43.3% 703,288 $41.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.57% No change 647,770 $38.2M
Destination Wealth Management 0.85% Reduce -1.5% 621,076 $36.6M
Evolution Wealth Advisors, LLC 4.20% Add +0.6% 609,894 $35.9M
Pacific Life Fund Advisors LLC 3.85% New 594,414 $35.0M
Great Valley Advisor Group, Inc. 0.54% Add +1.8% 577,813 $34.0M
Cooper Financial Group 2.82% Add +4.5% 576,388 $34.0M
Rockefeller Capital Management L.P. 0.05% Add +4.7% 570,265 $33.6M
Cambridge Investment Research Advisors, Inc. 0.07% Add +12.7% 540,666 $31.9M
Stifel Financial Corp. 0.02% Add +38.6% 501,911 $29.6M
Steward Partners Investment Advisory, LLC 0.15% Add +48.0% 493,294 $29.1M
Ameritas Advisory Services, LLC 0.56% Add +34.8% 472,633 $27.8M
Janney Montgomery Scott LLC 0.05% Add +23.6% 470,344 $27.7M
Equitable Holdings, Inc. 0.16% Add +47.5% 449,071 $26.5M
Teamwork Financial Advisors, LLC 2.22% Add +12.2% 403,005 $23.7M
Jones Financial Companies LLLP 0.01% Add +45.0% 397,534 $23.4M
Thrivent Financial for Lutherans 0.04% Reduce -12.6% 385,411 $22.7M
360 Financial, Inc. 5.61% Reduce -0.3% 374,735 $22.1M
Rockport Wealth LLC 3.64% New 367,703 $21.7M
Mfa Wealth Advisors, LLC 3.29% Reduce -2.5% 327,596 $19.3M
Riggs Asset Managment Co. Inc. 3.38% Reduce -1.4% 321,358 $18.9M
Private Advisor Group, LLC 0.09% Reduce -15.7% 320,363 $18.9M
Blair William & Co. 0.05% Add +15.7% 316,206 $18.6M
Tidal Investments LLC 0.04% New 312,551 $18.4M
HBW Advisory Services LLC 1.53% Add +0.8% 287,085 $16.9M
Gerber Kawasaki Wealth & Investment Management 0.43% Reduce -0.0% 274,009 $16.1M
Citigroup Inc. 0.01% Add +48.8% 267,076 $15.7M
Cibc World Market Inc. 0.03% Reduce -0.1% 265,157 $15.6M
Destiny Wealth Partners, LLC 2.13% Reduce -5.4% 267,397 $15.1M
Altfest L J & Co. Inc. 1.45% Reduce -1.1% 253,259 $14.9M
MAI Capital Management 0.06% Add +32.4% 246,013 $14.5M
Robertson Stephens Wealth Management, LLC 0.36% Reduce -6.5% 244,424 $14.4M
Eagle Strategies LLC 1.40% Reduce -39.0% 239,684 $14.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.67% No change 229,190 $13.5M
Symphony Financial Services, Inc. 5.77% Add +4.4% 217,871 $12.8M
New England Private Wealth Advisors LLC 1.23% Add +6.6% 220,583 $12.7M
Rothschild Investment LLC 0.47% Add +0.8% 214,811 $12.7M
Sage Capital Management, LLC 4.90% Add +0.9% 213,126 $12.6M
Wealthcare Advisory Partners LLC 0.24% Add +3.5% 211,492 $12.5M
Adapt Wealth Advisors, LLC 4.06% Reduce -0.7% 210,835 $12.4M
Chicago Wealth Management, Inc. 4.20% Add +2.8% 200,760 $11.8M
Stratos Wealth Partners, LTD. 0.12% Add +4.0% 199,180 $11.7M
Investors Research Corp 2.05% Add +0.2% 194,312 $11.4M
National Philanthropic Trust 0.16% Add +2.9% 192,783 $11.4M
Jmac Enterprises LLC 1.91% Reduce -8.8% 192,070 $11.3M
Financial Partners Group, Inc 1.10% Reduce -0.8% 183,114 $10.8M
Mercer Global Advisors Inc. 0.01% Reduce -43.3% 181,068 $10.7M
Thryve Wealth Management LLC 5.72% Add +6.6% 173,705 $10.2M
Valley Wealth Managers, Inc. 0.57% Add +430.7% 168,842 $9.9M
Clarus Group, Inc. 3.37% Reduce -2.0% 168,759 $9.9M
Ogorek Anthony Joseph /NY/ 2.46% Reduce -0.2% 167,987 $9.9M
Cascade Financial Partners, LLC 0.85% Add +6.6% 167,112 $9.8M
Aptus Capital Advisors, LLC 0.07% Add +0.1% 166,066 $9.8M
IHT Wealth Management, LLC 0.21% Reduce -11.0% 164,041 $9.7M
CX Institutional 0.27% Reduce -2.1% 158,718 $9.4M
Quadrant Private Wealth Management, LLC 2.03% Add +0.0% 153,589 $9.1M
&partners 0.04% Add +12.3% 150,459 $8.9M
Y.D. More Investments Ltd 0.27% Add +9.0% 149,999 $8.8M
Sanctuary Advisors, LLC 0.04% Add +8.2% 147,572 $8.7M
5th Street Advisors, LLC 3.34% Reduce -7.7% 146,296 $8.6M
Ameritas Investment Partners, Inc. 0.22% Add +4.0% 143,226 $8.4M
Independent Financial Group, LLC 0.16% Add +10.7% 142,152 $8.4M
Ausdal Financial Partners, Inc. 0.33% Add +10.6% 141,738 $8.4M
Copley Financial Group, Inc. 4.83% Add +2.3% 135,421 $8.0M
WCG Wealth Advisors LLC 0.18% Reduce -27.8% 131,020 $7.7M
Phoenix Financial Ltd. 0.05% No change 131,000 $7.7M
Arq Wealth Advisors, LLC 0.95% Add +16.1% 134,699 $7.6M
NewEdge Advisors, LLC 0.02% Add +3.0% 129,111 $7.6M
NTV Asset Management LLC 0.74% Reduce -0.5% 128,553 $7.6M
Capital Advantage, Inc. 0.92% Add +8.4% 128,370 $7.6M
Snowden Capital Advisors LLC 0.18% Add +12.3% 127,441 $7.5M
Washington Growth Strategies LLC 4.12% Reduce -0.6% 125,968 $7.4M
San Luis Wealth Advisors LLC 1.09% New 123,193 $7.3M
Retirement Planning Group, LLC / NY 3.87% Add +1.6% 120,474 $7.1M
Aspire Capital Advisors LLC 1.37% Add +0.0% 119,828 $7.1M
Castle Wealth Management LLC 2.04% Reduce -3.0% 117,147 $6.9M
Guilbault Capital LLC 6.90% Add +1.2% 116,676 $6.9M
Bank Hapoalim BM 0.47% Reduce -1.8% 115,725 $6.8M
Harbour Investments, Inc. 0.09% Add +1.4% 114,046 $6.7M
Park Avenue Securities LLC 0.04% Add +59.2% 112,518 $6.6M
Lake Hills Wealth Management, LLC 3.01% Add +2.9% 112,343 $6.6M
Elyxium Wealth, LLC 0.69% Add +62.2% 112,054 $6.6M
Assetmark, Inc. 0.01% Add +18.7% 108,182 $6.4M
Kestra Private Wealth Services, LLC 0.07% Add +43.2% 108,153 $6.4M
Farther Finance Advisors, LLC 0.05% Add +54.5% 107,163 $6.3M
Kingsview Wealth Management, LLC 0.08% Add +3.1% 105,470 $6.2M
PNC Financial Services Group, Inc. 0.00% Add +25.9% 104,767 $6.2M
Provident Co of the Employees of the Hebrew University LTD 4.69% No change 103,955 $6.1M
Cordoba Advisory Partners LLC 1.28% Add +1.5% 102,307 $6.0M
WealthBridge Capital Management, LLC 1.19% Add +13.6% 102,030 $6.0M
WT Wealth Management 1.66% Add +0.6% 101,491 $6.0M
Oppenheimer & Co. Inc. 0.06% Add +40.4% 100,944 $5.9M
Tenet Wealth Partners, LLC 4.42% — 103,461 $5.9M
National Bank of Canada 0.01% Reduce -5.4% 100,409 $5.9M
Montag A & Associates Inc. 0.25% Reduce -2.2% 99,806 $5.9M
Allworth Financial LP 0.03% Add +9.9% 99,925 $5.9M
D.A. Davidson & Co. 0.03% Add +8.3% 98,580 $5.8M
PMG Wealth Management, Inc. 3.59% Add +3.3% 98,567 $5.8M
Goldman Sachs Group Inc. 0.00% Reduce -9.9% 98,464 $5.8M
Truist Financial Corp. 0.01% Add +33.6% 95,378 $5.6M
Northern Trust Corp. 0.00% Add +13.8% 93,647 $5.5M
FMR LLC 0.00% Add +12.8% 92,965 $5.5M
Peddock Capital Advisors, LLC 1.08% Add +3.2% 92,211 $5.4M
Stamos Capital Partners, L.P. 0.83% Reduce -2.4% 91,892 $5.4M
Creative Planning 0.00% Reduce -4.9% 91,673 $5.4M
Vectors Research Management, LLC 1.40% Add +110.2% 90,821 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +13.5% 147,238 $5.3M
Fifth Third Securities, Inc. 0.30% Add +8.1% 89,564 $5.3M
Analyst IMS Investment Management Services Ltd. 0.12% New 88,770 $5.2M
Clark Capital Management Group, Inc. 0.03% Add +99.5% 87,772 $5.2M
MRA Advisory Group 1.86% Reduce -1.8% 87,157 $5.1M
AQR Capital Management 0.00% Add +180.2% 86,536 $5.1M
Carlson Financial, Inc. 2.59% Add +0.4% 86,025 $5.1M
Meridian Wealth Management, LLC 0.16% Add +14.0% 85,334 $5.0M
PFG Advisors 0.25% Add +3.2% 85,259 $5.0M
Moneco Advisors, LLC 0.30% Add +21.0% 83,344 $4.9M
Fortem Financial Group, LLC 1.00% Add +0.2% 82,975 $4.9M
Merit Financial Group, LLC 0.03% Reduce -1.5% 82,494 $4.9M
EFG International AG 0.09% No change 82,000 $4.8M
Madison Asset Management, LLC 0.06% Add +0.2% 81,210 $4.8M
Russell Investments Group, Ltd. 0.00% Reduce -1.3% 80,387 $4.7M
Bleakley Financial Group, LLC 0.06% Reduce -4.1% 78,726 $4.6M
Fifth Third Bancorp 0.01% Add +12.2% 76,156 $4.5M
Integrated Wealth Concepts LLC 0.03% Add +111.0% 75,832 $4.5M
Perigon Wealth Management, LLC 0.07% Add +59.8% 75,003 $4.4M
Alaska Permanent Capital Management, LLC 0.28% Reduce -6.3% 73,952 $4.4M
Oxford Wealth Group, LLC 1.94% Add +13.8% 73,639 $4.3M
Waystone Advisors LLC 3.22% Add +3.9% 73,223 $4.3M
Wealthfront Advisers LLC 0.01% Add +51.3% 73,087 $4.3M
Lido Advisors, LLC 0.02% Reduce -7.9% 72,853 $4.3M
Banque Transatlantique SA 0.09% Reduce -22.9% 72,530 $4.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 71,536 $4.2M
Geneos Wealth Management Inc. 0.09% Add +687.9% 70,970 $4.2M
Paladin Advisory Group, LLC 2.77% Add +0.7% 70,891 $4.2M
Magnus Financial Group LLC 0.30% Add +14.1% 70,866 $4.2M
Insigneo Advisory Services, LLC 0.16% New 70,524 $4.2M
Tudor Investment Corporation 0.02% Add +38.9% 68,816 $4.1M
Austin Wealth Management, LLC 0.85% Add +2.1% 71,734 $4.0M
Private Wealth Advisors, LLC 1.20% Add +75.7% 68,336 $4.0M
Arvest Investments, Inc. 0.48% Add +8.6% 67,907 $4.0M
Apollon Wealth Management, LLC 0.05% Add +3.0% 67,296 $4.0M
Summit Trail Advisors, LLC 0.05% Add +13.9% 65,521 $3.9M
HSBC Holdings PLC 0.00% Add +56.3% 65,179 $3.8M
Lane Brothers & Co. Inc. 2.50% Reduce -6.2% 64,929 $3.8M
Cary Street Partners Financial LLC 0.08% Add +0.8% 64,804 $3.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.19% Add +167.4% 64,450 $3.8M
BIP Wealth, LLC 0.11% New 64,378 $3.8M
Conservest Capital Advisors, Inc. 0.30% Add +57.8% 64,173 $3.8M
Nations Financial Group Inc, /Ia/ 0.18% Add +0.7% 63,904 $3.8M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2.58% No change 62,840 $3.7M
NorthRock Partners, LLC 0.05% Add +7.8% 62,520 $3.7M
Baird Financial Group, Inc. 0.01% Add +0.4% 62,115 $3.7M
Laurel Wealth Advisors LLC 0.35% Reduce -1.8% 61,740 $3.6M
Summit Financial, LLC 0.04% Add +166.4% 61,621 $3.6M
Connecticut Wealth Management, LLC 0.13% Reduce -5.3% 61,318 $3.6M
Byrne Financial Freedom, LLC 1.35% Reduce -0.8% 58,780 $3.5M
Parallel Advisors, LLC 0.05% Reduce -3.0% 57,927 $3.4M
Hazlett, Burt & Watson, Inc. 0.91% Add +1.5% 57,986 $3.4M
Western Wealth Management, LLC 0.11% Add +7.8% 57,134 $3.4M
Peck Wealth Management, LLC 2.83% Add +16.8% 56,913 $3.4M
US Bancorp \de 0.00% Add +13.5% 53,667 $3.2M
Kovack Advisors, Inc. 0.15% Reduce -11.1% 53,677 $3.2M
Renaissance Technologies 0.00% Add +193.4% 53,400 $3.1M
Prosperity Financial Group, Inc. 0.98% Reduce -3.4% 53,394 $3.1M
Measured Wealth Private Client Group, LLC 0.75% New 52,983 $3.1M
Steelhead Wealth Management LLC 1.25% Reduce -0.3% 52,699 $3.1M
Main Street Financial Solutions, LLC 0.20% Add +2.4% 52,416 $3.1M
CreativeOne Wealth, LLC 0.07% Add +2.8% 52,412 $3.1M
REDW Wealth LLC 1.10% Reduce -0.1% 52,339 $3.1M
GPM Growth Investors, Inc. 1.29% New 52,312 $3.1M
McCollum Christoferson Group LLC 0.89% New 52,120 $3.1M
Courier Capital LLC 0.15% Add +65.8% 52,100 $3.1M
Prime Capital Investment Advisors, LLC 0.03% Add +1.2% 51,554 $3.0M
Nvest Financial, LLC 0.95% Add +6.0% 51,223 $3.0M
NorthCrest Asset Manangement, LLC 0.08% Add +3.7% 53,413 $3.0M
ZEGA Investments, LLC 0.50% Add +57.0% 50,616 $3.0M
Capital Advisors, Ltd. LLC 0.30% Add +10.5% 49,972 $2.9M
Diversify Advisory Services, LLC 0.05% New 51,086 $2.9M
Diversify Wealth Management, LLC 0.05% Add +1.0% 51,086 $2.9M
Focus Partners Advisor Solutions, LLC 0.02% Add +96.8% 49,445 $2.9M
Concurrent Investment Advisors, LLC 0.02% Add +19.7% 48,920 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Add +1.3% 48,946 $2.9M
World Investment Advisors 0.05% Add +26.6% 54,670 $2.9M
Advisor Resource Council 0.95% Add +64.2% 49,393 $2.9M
Focus Financial Network, Inc. 0.09% Add +20.3% 48,304 $2.9M
Sowell Financial Services LLC 0.09% Reduce -4.0% 48,189 $2.8M
Norris Financial Group, LLC 1.11% Add +30.4% 47,491 $2.8M
Level Four Advisory Services, LLC 0.08% Add +24.1% 47,127 $2.8M
Acorn Wealth Advisors, LLC 0.68% Add +230.1% 47,075 $2.8M
First Heartland Consultants, Inc. 0.18% Add +1.3% 46,951 $2.8M
Principal Securities, Inc. 0.03% Add +149.6% 46,685 $2.8M
Kingswood Wealth Advisors, LLC 0.11% Add +2.1% 46,664 $2.7M
Maridea Wealth Management LLC 0.30% New 46,500 $2.7M
Owen LaRue, LLC 0.93% Add +14.5% 45,515 $2.7M
Integrity Investment Advisors, LLC 1.15% Add +101.0% 44,902 $2.6M
Cornerstone Wealth Management, LLC 0.11% Add +13.0% 44,530 $2.6M
Bison Wealth, LLC 0.24% Reduce -4.9% 44,938 $2.6M
Strategy Asset Managers LLC 0.39% Add +1.1% 43,793 $2.6M
Arax Advisory Partners 0.02% Add +53.3% 42,982 $2.5M
Marshall Investment Management, LLC 1.03% Reduce -4.4% 42,268 $2.5M
Benjamin Edwards Inc. 0.02% Add +46.4% 42,102 $2.5M
Arkadios Wealth Advisors 0.04% Add +2.8% 41,799 $2.5M
PCG Wealth Advisors, LLC 0.54% Add +3.8% 41,346 $2.4M
WealthCare Investment Partners, LLC 0.59% Add +0.8% 41,234 $2.4M
Veridan Wealth LLC 0.84% New 40,879 $2.4M
American Institute for Advanced Investment Management, LLP 1.39% Add +0.7% 40,759 $2.4M
Verity Asset Management, Inc. 0.90% Reduce -4.2% 40,492 $2.4M
Kraematon Investment Advisors, Inc. 1.75% Reduce -0.1% 39,904 $2.4M
Beacon Pointe Advisors, LLC 0.01% Add +379.9% 39,299 $2.3M
TD Private Client Wealth LLC 0.04% Add +7.2% 39,089 $2.3M
Key Client Fiduciary Advisors, LLC 0.67% Add +3.2% 38,828 $2.3M
Foundations Investment Advisors, LLC 0.02% New 38,802 $2.3M
SFI Advisors, LLC 1.97% Reduce -0.8% 38,723 $2.3M
Princeton Global Asset Management LLC 0.33% Add +3.8% 38,556 $2.3M
Mutual Advisors, LLC 0.04% Add +14.1% 38,299 $2.3M
Foronjy Financial LLC 0.83% Reduce -5.2% 38,136 $2.2M
Koshinski Asset Management, Inc. 0.12% Add +5.0% 37,666 $2.2M
Foresight Capital Management Advisors, Inc. 1.07% Reduce -4.3% 37,538 $2.2M
Beacon Financial Advisory LLC 0.43% Add +3.8% 37,403 $2.2M
Northbridge Financial Group, LLC 0.84% Reduce -11.2% 37,070 $2.2M
Systelligence, LLC 0.36% No change 37,032 $2.2M
Prospera Financial Services Inc 0.03% Reduce -1.1% 36,690 $2.2M
Royal Harbor Partners, LLC 0.67% Reduce -2.9% 36,503 $2.2M
Ciovacco Capital Management LLC 0.95% New 36,178 $2.1M
Moneta Group Investment Advisors LLC 0.02% Add +6.4% 35,610 $2.1M
Empowered Funds, LLC 0.01% New 35,503 $2.1M
JFS Wealth Advisors, LLC 0.10% No change 34,703 $2.0M
APS Management Group, Inc. 1.57% Reduce -1.3% 34,621 $2.0M
Natixis Advisors, LLC 0.00% Add +126.0% 34,488 $2.0M
Joel Isaacson & Co., LLC 0.06% No change 33,336 $2.0M
Highview Capital Management LLC 0.56% Add +447.7% 32,818 $1.9M
Sigma Planning Corp 0.05% Add +2.8% 32,624 $1.9M
WBH Advisory Inc. 0.13% Add +0.7% 32,194 $1.9M
O'ROURKE & COMPANY, Inc 0.66% Reduce -1.8% 32,091 $1.9M
Simmons Bank 0.11% New 31,572 $1.9M
Cyndeo Wealth Partners, LLC 0.09% Add +13.2% 31,435 $1.9M
Transamerica Financial Advisors, LLC 0.16% Reduce -17.0% 31,167 $1.8M
BigSur Wealth Management LLC 0.44% No change 30,855 $1.8M
Copia Wealth Management 1.09% Add +20.2% 30,818 $1.8M
Atria Investments, Inc 0.02% Add +78.6% 30,607 $1.8M
Ballentine Partners, LLC 0.02% No change 30,548 $1.8M
Insight Advisors, LLC/ PA 0.32% Add +1.2% 30,439 $1.8M
Cathy Pareto & Associates, Inc. 1.05% Add +4.2% 30,297 $1.8M
Wedbush Securities Inc. 0.05% Add +6.6% 30,233 $1.8M
Koa Wealth Management, LLC 1.20% Reduce -2.8% 29,996 $1.8M
Financial Freedom, LLC 0.81% No change 29,934 $1.8M
Purpose Unlimited Inc. 0.07% Add +12985.1% 29,834 $1.8M
Trivium Point Advisory, LLC 0.16% New 29,288 $1.7M
Citizens Financial Group Inc. 0.02% Reduce -1.9% 28,969 $1.7M
CVA Family Office, LLC 0.15% No change 28,941 $1.7M
Comprehensive Money Management Services LLC 1.07% Reduce -2.9% 28,834 $1.7M
Seaview Investment Managers LLC 0.50% Add +8.3% 28,442 $1.7M
TD Waterhouse Canada Inc. 0.00% Add +57.7% 28,311 $1.7M
IFP Advisors, Inc 0.03% Reduce -1.4% 28,186 $1.7M
Sonoma Allocations LLC 0.52% Add +67.1% 28,422 $1.7M
Pekin Hardy Strauss, Inc. 0.14% Add +1.0% 27,840 $1.6M
Dumont & Blake Investment Advisors LLC 0.37% Reduce -2.3% 27,653 $1.6M
NewEdge Wealth, LLC 0.02% Reduce -0.0% 27,428 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +50.9% 27,426 $1.6M
Harbor Investment Advisory, LLC 0.11% Reduce -3.1% 27,368 $1.6M
Allodium Investment Consultants, LLC 0.68% Reduce -0.6% 27,337 $1.6M
BlackRock, Inc. 0.00% Add +497.3% 27,304 $1.6M
Kickstand Ventures, Llc. 0.29% Add +5.3% 27,259 $1.6M
Congress Asset Management Co. 0.01% Reduce -4.4% 27,215 $1.6M
Lanark Financial, Inc. 0.11% Add +0.5% 26,466 $1.6M
Uniting Wealth Partners, LLC 0.32% Reduce -3.9% 26,364 $1.6M
LRI Investments, LLC 0.12% No change 26,392 $1.6M
Mezzasalma Advisors, LLC 0.31% New 25,992 $1.5M
Keystone Financial Group 0.09% Add +45.0% 25,711 $1.5M
Captrust Financial Advisors 0.00% Add +7.6% 25,630 $1.5M
Leavell Investment Management, Inc. 0.06% Add +81.1% 25,565 $1.5M
Intrepid Financial Planning Group LLC 0.51% Add +0.3% 25,606 $1.5M
Quantinno Capital Management LP 0.00% Add +44.2% 25,236 $1.5M
Invst, LLC 0.14% Reduce -3.7% 25,131 $1.5M
Entrewealth, LLC 0.54% Add +2.8% 24,794 $1.4M
Rothschild Capital Partners, LLC 0.31% No change 24,353 $1.4M
Regions Financial Corp. 0.01% Add +38.8% 24,105 $1.4M
Nwam LLC 0.07% New 23,852 $1.4M
Cresset Asset Management, LLC 0.01% Add +0.5% 23,767 $1.4M
Burke & Herbert Bank & Trust Co. 0.34% Add +3.5% 23,375 $1.4M
High Point Wealth Management, LLC 1.11% Add +3.4% 22,565 $1.3M
Gotham Asset Management 0.00% Add +16.1% 22,484 $1.3M
Alaska Wealth Advisors, LLC 0.14% Add +4.6% 22,323 $1.3M
Flagship Harbor Advisors, LLC 0.05% Add +4.5% 22,172 $1.3M
Bard Associates Inc. 0.29% Add +55.5% 21,996 $1.3M
Perennial Investment Advisors, LLC 0.09% Reduce -18.1% 21,965 $1.3M
Brookstone Capital Management 0.01% Add +8.7% 21,874 $1.3M
Powell Investment Advisors, LLC 0.41% No change 21,834 $1.3M
Bank of New York Mellon Corp 0.00% Reduce -1.0% 21,787 $1.3M
Wealthcare Capital Partners, LLC 0.52% Reduce -0.8% 21,471 $1.3M
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +11.1% 21,230 $1.3M
Gladstone Institutional Advisory LLC 0.04% Add +7.6% 20,878 $1.2M
Quantum Portfolio Management LLC 0.44% Add +0.7% 20,835 $1.2M
Ellis Investment Partners, LLC 0.18% Add +0.1% 20,598 $1.2M
Essex Financial Services, Inc. 0.06% Add +0.3% 20,368 $1.2M
Centaurus Financial, Inc. 0.05% Reduce -24.2% 20,174 $1.2M
Smith, Moore & Co. 0.08% Add +9.8% 19,755 $1.2M
Dynamic Advisor Solutions LLC 0.03% Add +4.0% 19,685 $1.2M
Bensler, LLC 0.10% Reduce -2.6% 19,631 $1.2M
Clear Creek Financial Management, LLC 0.07% Add +1.2% 19,540 $1.2M
Advisory Services Network, LLC 0.01% Reduce -1.9% 19,472 $1.1M
Brown Advisory Inc. 0.00% No change 19,386 $1.1M
Wealthspire Advisors, LLC 0.01% Add +3.1% 19,283 $1.1M
Greenline Wealth Management LLC 0.91% Add +20.7% 18,856 $1.1M
Sofi Wealth, LLC 0.04% Add +12.7% 18,666 $1.1M
Accel Wealth Management 0.25% Add +18.9% 18,663 $1.1M
Valued Retirements, Inc. 0.96% Add +2.7% 18,065 $1.1M
Bridges Investment Management Inc. 0.01% New 17,939 $1.1M
Wealthspire Retirement, LLC 0.06% Reduce -3.1% 17,847 $1.1M
Cookson Peirce & Co. Inc. 0.03% Add +2.3% 17,633 $1.0M
Beaumont Financial Advisors, LLC 0.07% Add +3.5% 17,549 $1.0M
Willner & Heller, LLC 0.65% Add +2.5% 17,513 $1.0M
Corient Private Wealth LP 0.00% Reduce -37.2% 17,453 $1.0M
Cornerstone Wealth, LLC 0.51% Reduce -29.3% 17,881 $1.0M
Commerce Advisors, LLC 0.55% Add +0.1% 17,115 $1.0M
HighPoint Advisor Group LLC 0.04% Reduce -0.9% 17,010 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +16.0% 16,849 $993K
SteelPeak Wealth, LLC 0.03% New 16,811 $992K
Sage Mountain Advisors LLC 0.06% No change 16,793 $989K
Private Trust Co. NA 0.08% Add +13.4% 16,734 $986K
Sovran Advisors, LLC 0.07% Add +37.4% 17,924 $986K
Simplicity Wealth,LLC 0.03% New 16,500 $972K
Sharkey, Howes & Javer 0.12% No change 16,462 $970K
Sierra Capital LLC 0.09% Add +0.5% 16,392 $966K
Lifestyle Asset Management, Inc. 0.26% Add +21.0% 16,274 $959K
Verdence Capital Advisors LLC 0.05% Add +41.4% 16,225 $956K
Indivisible Partners 0.05% Add +6.0% 16,201 $955K
RFG Advisory, LLC 0.01% Add +0.2% 16,150 $952K
SlateStone Wealth, LLC 0.07% No change 16,141 $951K
Mission Wealth Management, LP 0.01% New 16,099 $949K
Granville Capital, Inc. 0.42% No change 15,984 $942K
Sequoia Financial Advisors, LLC 0.00% No change 15,861 $935K
Bluedoor Private Wealth, LLC 0.39% Add +14.9% 15,840 $933K
Savant Capital, LLC 0.00% Reduce -5.3% 15,812 $932K
International Assets Investment Management, LLC 0.06% Add +6.6% 16,038 $925K
Choreo, LLC 0.01% Add +5.1% 15,471 $913K
Pathstone Holdings, LLC 0.00% New 15,484 $912K
Mine & Arao Wealth Creation & Management, LLC. 0.33% No change 15,317 $903K
Autumn Glory Partners, LLC 0.25% No change 15,267 $900K
Pinnacle Financial Partners, Inc. 0.01% Add +62.6% 15,197 $895K
Modern Wealth Management, LLC 0.01% Reduce -25.1% 15,179 $894K
Trustmark Bank Trust Department 0.05% Reduce -9.7% 14,914 $879K
Finivi Inc. 0.45% Reduce -1.2% 14,909 $878K
Spire Wealth Management 0.03% Add +43.6% 14,839 $874K
Ascent Advisors, LLC 1.01% New 15,128 $873K
Jacobi Capital Management LLC 0.04% No change 14,629 $862K
Fort Point Capital Partners LLC 0.09% No change 14,502 $856K
Vontobel Holding Ltd. 0.00% Add +45.1% 14,510 $854K
Chicago Partners Investment Group LLC 0.02% Reduce -3.9% 14,668 $844K
Nvwm, LLC 0.17% Reduce -47.2% 14,130 $833K
J.W. Cole Advisors, Inc. 0.01% Add +108.6% 14,114 $832K
Global Retirement Partners, LLC 0.01% — 14,098 $831K
IFG Advisory, LLC 0.03% New 14,037 $827K
Tandem Capital Management Corp. 0.35% Add +6.5% 14,020 $826K
Grandview Asset Management LLC 0.21% Add +25.9% 14,015 $826K
Stephens Inc. 0.01% Reduce -2.1% 14,002 $825K
Henrickson Nauta Wealth Advisors, Inc. 0.20% Reduce -0.9% 13,917 $821K
Midwest Trust Co 0.01% Reduce -5.3% 13,832 $815K
Matauro, LLC 0.11% No change 13,549 $798K
Orion Porfolio Solutions, LLC 0.01% Reduce -67.0% 13,480 $794K
Blue Jean Financial LLC 0.55% New 13,399 $789K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.0% 13,347 $786K
Global View Capital Management LLC 0.16% Add +4.1% 13,267 $782K
Signature Estate & Investment Advisors LLC 0.01% No change 13,226 $779K
Quadrature Capital Ltd 0.01% New 13,189 $777K
Atlanta Consulting Group Advisors, LLC 0.12% Add +5.9% 12,771 $754K
Barings LLC 0.01% No change 12,744 $751K
Johnson Investment Counsel Inc. 0.01% Add +8.3% 12,402 $731K
Sanchez Gaunt Capital Management, LLC 0.41% New 12,397 $730K
180 Wealth Advisors, LLC 0.07% Add +58.2% 12,148 $716K
Ancora Advisors LLC 0.01% Reduce -0.5% 12,138 $715K
Primoris Wealth Advisors, LLC 0.32% New 12,000 $707K
Okabena Investment Services Inc. 0.13% No change 12,000 $707K
NorthCoast Asset Management LLC 0.02% Add +0.8% 11,902 $701K
Stephen J. Garry & Associates, LLC 0.51% No change 11,890 $701K
Signal Advisors Wealth, LLC 0.04% Add +41.0% 11,848 $698K
Mgo One Seven LLC 0.01% Add +15.4% 11,769 $693K
Stonebridge Financial Group, LLC 0.05% Reduce -27.0% 11,730 $691K
Envestnet Portfolio Solutions, Inc. 0.00% New 11,723 $691K
Core Wealth Advisors, Inc. 0.14% No change 11,712 $690K
BNP Paribas Financial Markets 0.00% Add +19.4% 11,533 $680K
Capital Analysts, LLC 0.02% Reduce -10.0% 11,461 $675K
Tradition Wealth Management, LLC 0.04% Reduce -2.2% 11,417 $673K
Marshall Financial Group, LLC 0.10% Reduce -4.6% 11,370 $670K
Pine Valley Investments Ltd Liability Co 0.03% Add +10.6% 11,338 $669K
Brown Brothers Harriman & Co. 0.00% No change 11,279 $665K
Claro Advisors Inc. 0.07% Reduce -0.0% 11,272 $664K
Wellington Shields Capital Management, LLC 0.08% No change 11,125 $655K
Pinnacle Associates Ltd. 0.01% No change 11,081 $653K
OpenArc Corporate Advisory, LLC 0.01% Add +7.4% 10,984 $647K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -11.9% 10,982 $647K
AlphaCore Capital LLC 0.01% Add +134.4% 10,961 $647K
Simplex Trading, LLC 0.02% New 10,904 $642K
Hilltop Holdings Inc. 0.05% Add +37.4% 10,902 $642K
Exchange Bank 0.40% No change 10,894 $642K
First International Bank of Israel Ltd. 0.17% No change 10,862 $640K
Castleview Partners, LLC 0.28% Add +5.7% 10,858 $640K
Alteri Wealth LLC 0.18% Add +7.1% 10,761 $634K
Barometer Capital Management Inc. 0.17% New 10,600 $625K
Marshall Wace, LLP 0.00% New 10,600 $625K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -6.8% 10,577 $623K
WESPAC Advisors SoCal, LLC 0.11% Add +28.9% 10,504 $619K
Stableford Capital II LLC 0.21% Add +5.7% 10,370 $611K
CrossGen Wealth, LLC 0.47% Add +1.5% 10,306 $607K
Diversified Enterprises, LLC 0.03% Reduce -0.0% 10,296 $607K
Kintra Wealth, LLC 0.03% Add +14.4% 10,332 $602K
Investment Partners Asset Management, Inc. 0.34% Reduce -2.7% 10,182 $600K
StoneX Group Inc. 0.02% Add +1.1% 10,080 $594K
AMJ Financial Wealth Management 0.14% No change 11,636 $591K
Laffer Tengler Investments, Inc. 0.09% No change 10,000 $589K
Great Diamond Partners, LLC 0.10% Reduce -0.8% 9,876 $582K
Journey Advisory Group, LLC 0.04% Reduce -9.2% 9,876 $582K
Vise Technologies, Inc. 0.01% Add +134.3% 9,866 $581K
Trilogy Capital Inc. 0.02% Add +8.0% 9,849 $580K
Mechanics Bank Trust Department 0.07% Reduce -3.6% 9,833 $579K
Cullen/Frost Bankers, Inc. 0.01% No change 9,775 $576K
Elm3 Financial Group, LLC 0.39% Reduce -4.8% 9,727 $573K
Pinnacle Wealth Management Group, Inc. 0.26% Reduce -9.0% 9,580 $564K
Valmark Advisers, Inc. 0.01% Reduce -0.4% 9,534 $562K
Tucker Asset Management LLC 0.14% Add +108.4% 9,472 $558K
Alpha Financial Partners LLC 0.29% No change 9,382 $553K
Cerity Partners LLC 0.00% Reduce -32.6% 9,378 $553K
Integrity Advisory Solutions, LLC 0.06% Add +8.4% 9,171 $540K
Werba Rubin Papier Wealth Management 0.07% Reduce -0.2% 9,166 $540K
Vestcor Inc 0.01% No change 9,170 $540K
Clear Street Group Inc. 0.00% New 9,010 $531K
Bluespring Wealth Management, LLC 0.01% New 8,988 $530K
Caprock Group, LLC 0.01% Add +5.7% 8,969 $529K
Petra Financial Advisors Inc. 0.24% Reduce -2.3% 8,866 $522K
Advisors Preferred, LLC 0.08% New 9,000 $514K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -4.2% 8,775 $514K
Hunter Associates Investment Management LLC 0.06% Add +104.6% 8,708 $514K
Blue Trust, Inc. 0.01% Add +3660.5% 8,574 $505K
Richardson Capital Management LLC 0.21% Reduce -2.5% 8,486 $500K
Investment Partners, LTD. 0.15% Add +30.6% 8,402 $495K
Avantax Planning Partners, Inc. 0.01% Add +54.5% 8,401 $495K
Flagstar Securities, Inc. 0.15% Add +50.6% 8,343 $492K
Waverly Advisors, LLC 0.00% Add +4413.5% 8,350 $492K
Scotia Capital Inc. 0.00% Add +0.3% 8,309 $490K
Purus Wealth Management, LLC 0.13% Reduce -0.1% 8,297 $489K
Wealthspan Partners, LLC 0.15% Add +2.0% 8,138 $479K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +13.7% 8,115 $478K
Entelevest, LLC 0.42% Add +6.3% 8,054 $475K
Eaton Financial Holdings Company, LLC 0.13% New 8,024 $473K
South Shore Capital Advisors 0.32% New 8,000 $471K
Index Technologies Group LLC 0.38% Add +0.3% 7,978 $470K
Total Clarity Wealth Management, Inc. 0.09% Add +3.5% 7,930 $467K
OakTrust Wealth Advisors, LLC 0.40% No change 7,895 $465K
Susquehanna International Group, LLP 0.00% Reduce -63.0% 7,872 $464K
Crewe Advisors LLC 0.03% Add +20.1% 7,864 $463K
Compound Planning, Inc. 0.01% Reduce -2.9% 7,854 $463K
SHP Wealth Management 0.03% Add +0.7% 7,843 $462K
Eagle Wealth Strategies LLC 0.18% Add +2.4% 7,835 $462K
Cascade Investment Group, Inc. 0.26% No change 7,820 $461K
GSG Advisors LLC 0.10% No change 7,809 $460K
Clark Asset Management, LLC 0.04% No change 7,640 $450K
Visionary Wealth Advisors 0.02% Add +7.3% 7,602 $448K
SeaCrest Wealth Management, LLC 0.05% Add +1.4% 7,584 $447K
HB Wealth Management, LLC 0.00% Add +30.8% 7,547 $445K
Strategic Advisors LLC 0.10% Reduce -21.8% 7,526 $443K
Guardian Capital, LLC 0.36% Reduce -11.4% 7,500 $442K
Global Financial Private Client, LLC 0.12% No change 7,500 $442K
Valley National Advisers Inc. 0.05% No change 7,367 $434K
Whittier Trust Co. 0.00% Reduce -22.6% 7,500 $434K
Altus Wealth Group LLC 0.16% Reduce -6.4% 7,350 $433K
Advyzon Investment Management, LLC 0.03% Add +6.0% 7,320 $431K
Menora Mivtachim Holdings LTD. 0.00% New 7,275 $429K
Legacy Edge Advisors, LLC 0.04% No change 7,175 $423K
Port Capital LLC 0.02% New 7,135 $420K
Avondale Wealth Management 0.17% Add +3.8% 7,088 $418K
ProCore Advisors, LLC 0.52% Add +6.7% 7,080 $417K
Planning Directions Inc. 0.19% No change 6,992 $412K
Neuberger Berman Group LLC 0.00% No change 6,918 $408K
Transcend Capital Advisors, LLC 0.03% Add +49.0% 6,908 $407K
Integras Partners LLC 0.22% New 6,889 $406K
Brandywine Oak Private Wealth LLC 0.03% No change 6,812 $401K
ProVise Management Group, LLC 0.03% Add +8.0% 6,789 $400K
Advisors Management Group Inc. 0.07% Reduce -0.3% 6,769 $398K
Fortis Capital Advisors, LLC 0.04% New 6,748 $398K
Belpointe Asset Management LLC 0.01% New 6,748 $398K
Archford Capital Strategies, LLC 0.04% Add +6.0% 6,698 $395K
Harbor Asset Planning, Inc. 0.29% Reduce -6.5% 6,596 $389K
First Business Financial Services, Inc. 0.03% Add +22.0% 6,591 $388K
Asset One Wealth Management LLC 0.04% Reduce -5.1% 6,776 $384K
Ashton Thomas Private Wealth, LLC 0.01% Add +6.5% 6,508 $383K
Apollon Financial, LLC 0.05% Add +0.2% 6,504 $383K
Cheviot Value Management, LLC 0.04% No change 6,500 $383K
Lakeridge Wealth Management LLC 0.14% New 6,457 $380K
Silver Oak Securities, Incorporated 0.02% Reduce -3.6% 6,438 $379K
Fairscale Capital, LLC 0.22% Reduce -2.5% 6,365 $376K
FAS Wealth Partners, Inc. 0.02% Add +7.2% 6,324 $373K
Foguth Wealth Management, LLC. 0.04% Add +15.1% 6,678 $372K
PFG Investments, LLC 0.01% No change 6,289 $371K
Heritage Wealth Management, Inc. 0.09% Add +5.5% 6,243 $368K
Embree Financial Group 0.04% Add +0.5% 6,224 $367K
Barnes Wealth Management Group, Inc 0.17% Reduce -1.9% 6,171 $364K
MADDEN SECURITIES Corp 0.10% No change 6,150 $362K
Jane Street Group, LLC 0.00% Reduce -76.4% 6,104 $360K
Independent Advisor Alliance 0.01% Reduce -76.5% 6,063 $357K
Instrumental Wealth, LLC 0.18% Add +12.5% 6,021 $355K
Gateway Wealth Partners, LLC 0.02% Reduce -39.0% 5,957 $351K
DAVENPORT & Co LLC 0.00% Add +12.6% 5,947 $350K
Connecticut Capital Management Group, LLC 0.28% Add +39.4% 5,891 $347K
Berger Financial Group, Inc 0.02% Reduce -3.9% 5,889 $347K
GWN Securities Inc. 0.06% Add +33.4% 5,880 $346K
Endowment Wealth Management, Inc. 0.13% Add +7.9% 5,875 $346K
Warner Financial, Inc. 0.10% No change 5,843 $344K
Associated Banc-Corp 0.01% Reduce -3.6% 5,802 $342K
Moors & Cabot, Inc. 0.01% Add +11.4% 5,626 $331K
Savvy Advisors, Inc. 0.01% Reduce -39.7% 5,623 $331K
Unique Wealth Strategies, LLC 0.12% Add +11.7% 5,609 $330K
Mesirow Financial Investment Management, Inc. 0.01% No change 5,556 $327K
Capstone Wealth Management Group, Inc. 0.20% — 5,539 $326K
Aurora Private Wealth, Inc. 0.21% Reduce -9.3% 5,527 $326K
Fund Advisors of America Inc 0.29% No change 5,512 $325K
Twin Focus Capital Partners, LLC 0.03% Reduce -73.0% 5,410 $319K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,613 $317K
Eley Financial Management, Inc 0.10% Add +0.8% 5,355 $316K
IMG Wealth Management, Inc. 0.18% No change 5,337 $314K
City Center Advisors, LLC 0.25% Add +4.6% 5,304 $313K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -81.2% 5,269 $310K
Lynx Investment Advisory 0.10% Add +16.5% 5,213 $307K
Icon Wealth Advisors, LLC 0.02% No change 5,192 $306K
Kilter Group LLC 0.11% No change 5,170 $305K
Stone Wealth Partners 0.22% Reduce -0.0% 5,157 $304K
AE Wealth Management LLC 0.00% Add +38.3% 5,156 $304K
Stratos Investment Management, LLC 0.01% No change 5,135 $303K
GoalVest Advisory LLC 0.06% No change 5,130 $302K
Silvia McColl Wealth Management, LLC 0.18% No change 5,084 $300K
Private Client Services, LLC 0.08% Add +26.3% 5,082 $299K
Elevated Capital Advisors, LLC 0.08% No change 5,056 $298K
Integrity Wealth Solutions LLC 0.11% New 5,028 $296K
Creekside Partners 0.11% No change 5,015 $295K
Advisors Capital Management, LLC 0.00% Reduce -1.7% 5,012 $295K
NCM Capital Management, LLC 0.09% No change 5,006 $295K
Colonial Trust Co / SC 0.04% No change 5,000 $295K
Texas Yale Capital Corp. 0.01% Reduce -3.9% 5,000 $295K
Sheets Smith Wealth Management 0.03% Add +9.5% 4,916 $290K
Register Financial Advisors LLC 0.09% Add +3.5% 4,907 $289K
Cardinal Point Capital Management ULC 0.02% New 4,877 $288K
Helium Advisors LLC 0.24% Reduce -0.8% 4,875 $287K
Holderness Investments Co. 0.05% Add +2.3% 4,869 $287K
Navis Wealth Advisors, LLC 0.11% Add +15.5% 4,846 $286K
Fisher Asset Management 0.00% New 4,844 $285K
GK Wealth Management LLC 0.17% New 4,836 $285K
Chicago Capital, LLC 0.01% New 4,776 $281K
Astoria Portfolio Advisors LLC. 0.05% No change 4,767 $281K
Keel Point, LLC 0.02% New 4,713 $278K
Pure Financial Advisors, LLC 0.00% New 4,693 $277K
Stonebridge Financial Planning Group, LLC 0.09% No change 4,669 $275K
Csenge Advisory Group 0.01% Add +14.4% 4,607 $271K
Sovereign Financial Group, Inc. 0.04% New 4,594 $271K
Means Investment Co., Inc. 0.02% No change 4,539 $267K
Founders Financial Securities LLC 0.01% Reduce -0.0% 4,523 $266K
Beacon Capital Management, LLC 0.04% Reduce -1.3% 4,521 $266K
First Manhattan Co. Llc. 0.00% No change 4,500 $266K
Black Diamond Financial, LLC 0.02% Add +2.3% 4,483 $264K
Simon Quick Advisors, LLC 0.01% No change 4,470 $263K
Trust Point Inc. 0.02% No change 4,420 $260K
Wealthcare Capital Management LLC 0.02% Reduce -2.8% 4,407 $260K
Clearstead Advisors, LLC 0.00% Add +478.1% 4,382 $258K
Creative Financial Designs Inc. 0.01% Add +39.2% 4,363 $257K
Rollins Financial Advisors, LLC 0.03% New 4,336 $255K
Arista Wealth Management, LLC 0.03% No change 4,330 $255K
Capital Investment Advisory Services, LLC 0.02% Add +0.4% 4,303 $254K
Ameraudi Asset Management, Inc. 0.11% Reduce -49.8% 4,278 $252K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -3.1% 4,250 $250K
Gentry Private Wealth, LLC 0.13% No change 4,224 $249K
Kraft, Davis & Associates, LLC 0.05% No change 4,424 $247K
GeoWealth Management, LLC 0.01% Reduce -3.6% 4,188 $247K
NWF Advisory Services Inc. 0.02% Add +2.7% 4,169 $246K
Joseph P. Lucia & Associates, LLC 0.07% No change 4,155 $245K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -44.0% 4,070 $240K
Belvedere Trading LLC 0.02% New 4,065 $240K
Everstar Asset Management, LLC 0.12% New 4,060 $239K
Fortress Private Ledger, LLC 0.06% No change 4,031 $238K
Lakewood Asset Management LLC 0.13% No change 4,027 $237K
Boreal Capital Management LLC 0.20% No change 4,000 $236K
Ameliora Wealth Management Ltd. 0.07% No change 4,000 $235K
GenTrust, LLC 0.01% Reduce -11.5% 3,893 $230K
Madison Wealth Partners, Inc 0.03% New 3,845 $227K
First National Trust Co 0.01% New 3,829 $226K
Axis Wealth Partners, LLC 0.11% New 3,817 $225K
Allspring Global Investments Holdings, LLC 0.00% New 3,926 $225K
Beacon Hill Wealth Management LTD. 0.16% — 3,800 $224K
Garde Capital, Inc. 0.01% New 3,800 $224K
Valeo Financial Advisors, LLC 0.00% Reduce -4.4% 3,794 $224K
Security National Bank 0.03% No change 3,790 $223K
Midland Wealth Advisors, LLC 0.01% New 3,782 $223K
FWL Investment Management, LLC 0.04% Reduce -1.2% 3,769 $222K
Jackson, Grant Investment Advisers, Inc. 0.07% No change 3,750 $221K
Parkway Wealth Management Group, LLC 0.03% No change 3,715 $219K
Premier Path Wealth Partners, LLC 0.03% Reduce -9.2% 3,712 $219K
Uptick Partners, LLC 0.03% New 3,700 $218K
DSG Capital Advisors, LLC 0.03% New 3,838 $218K
Stratos Wealth Advisors, LLC 0.01% Reduce -15.2% 3,690 $217K
Balboa Wealth Partners 0.03% New 3,665 $216K
PGIM Custom Harvest LLC 0.00% New 3,665 $216K
Peoples Bank 0.21% Reduce -9.8% 3,655 $215K
Griffin Asset Management, Inc. 0.02% New 3,639 $214K
Intellectus Partners, LLC 0.04% New 3,621 $214K
Merkkuri Wealth Advisors LLC 0.13% Reduce -27.5% 3,625 $214K
Ramsay, Stattman, Vela & Price, Inc. 0.04% New 3,620 $213K
Three Cord True Wealth Management, LLC 0.10% New 3,568 $210K
Sierra Ocean, LLC 0.14% New 3,510 $207K
Sentinel Pension Advisors, LLC 0.03% New 3,657 $206K
Prelude Capital Management, LLC 0.02% New 3,490 $206K
Old National Bancorp 0.00% New 3,488 $206K
Plan Group Financial, LLC 0.04% New 3,488 $205K
Lewis Asset Management, LLC 0.07% New 3,475 $205K
Yarger Wealth Strategies, LLC 0.07% New 3,596 $204K
Commerce Bank 0.00% New 3,434 $202K
Ethos Financial Group, LLC 0.01% New 3,651 $201K
Summit Wealth Group LLC / Co. 0.02% New 3,403 $201K
IPG Investment Advisors LLC 0.03% New 3,397 $201K
Spartan Wealth Advisory Services LLC 0.02% New 3,400 $200K
Tidemark, LLC 0.04% Add +3.4% 3,375 $199K
Anchor Investment Management, LLC 0.01% No change 3,000 $177K
Bravera Wealth 0.06% No change 2,684 $158K
Concord Wealth Partners 0.02% New 2,618 $154K
Flagship Wealth Advisors, LLC 0.03% No change 2,545 $150K
Swisher Financial Concepts, Inc. 0.09% New 2,504 $148K
Knuff & Co LLC 0.04% No change 2,500 $147K
Horizon Investments, LLC 0.00% Reduce -50.3% 2,500 $147K
Evolution Wealth Management Inc. 0.09% Add +1.0% 2,468 $145K
Turtle Creek Wealth Advisors, LLC 0.01% Reduce -18.3% 2,450 $144K
Anchor Bay Capital, Inc. 0.07% — 2,352 $137K
Blue Bell Private Wealth Management, LLC 0.02% No change 2,290 $135K
AdvisorNet Financial, Inc 0.01% No change 2,250 $133K
Triumph Capital Management 0.02% Reduce -5.3% 2,244 $132K
Westside Investment Management, Inc. 0.02% No change 2,205 $130K
Tsfg, LLC 0.02% Add +13.0% 2,052 $121K
Reicon Wealth Advisors, LLC 0.07% New 1,950 $115K
IMA Advisory Services, Inc. 0.01% No change 1,943 $114K
Farmers & Merchants Investments Inc. 0.00% No change 1,884 $111K
BankPlus Trust Department 0.03% No change 1,880 $111K
SBI Securities Co., Ltd. 0.00% Add +179.3% 1,874 $110K
Benson Wealth Management INC 0.11% New 1,849 $109K
St Germain D J Co. Inc. 0.00% Add +18340.0% 1,844 $109K
Markowski Investments 0.02% — 1,750 $103K
Ritter Daniher Financial Advisory LLC / DE 0.02% New 1,718 $101K
GAMMA Investing LLC 0.00% No change 1,692 $100K
Trust Co. of Vermont 0.00% — 1,617 $95K
Global Trust Asset Management, LLC 0.03% Add +433.3% 1,600 $94K
UMB Bank, n.a. 0.00% Reduce -2.2% 1,585 $93K
First United Bank & Trust 0.03% No change 1,565 $92K
Golden State Wealth Management, LLC 0.01% Reduce -22.1% 1,290 $76K
Realta Investment Advisors 0.02% Reduce -89.5% 1,270 $75K
Trust Co. of Toledo NA 0.01% No change 1,221 $72K
Elevation Wealth Partners, LLC 0.02% No change 1,205 $71K
Signature Equity Partners, LLC 0.03% Add +4.4% 1,156 $68K
Banque Cantonale Vaudoise 0.00% No change 1,157 $68K
TIAA Wealth Investment Management LLC 0.00% New 1,107 $65K
JNBA Financial Advisors 0.00% No change 1,098 $65K
Axiom Investment Management LLC 0.04% Add +89.9% 1,056 $62K
Allied Private Wealth LLC 0.04% — 1,093 $61K
Basecamp Wealth Advisors LLC 0.01% No change 1,019 $60K
Founders Financial Alliance, LLC 0.01% Reduce -6.0% 1,014 $60K
Glass Jacobson Investment Advisors llc 0.02% Reduce -14.8% 1,007 $59K
Solstein Capital, LLC 0.02% No change 1,005 $59K
Parkside Financial Bank & Trust 0.00% New 1,000 $59K
Main Street Group, LTD 0.01% Reduce -2.9% 984 $58K
Activest Wealth Management 0.01% Add +1151.3% 951 $56K
HHM Wealth Advisors, LLC 0.01% No change 925 $55K
Fourth Dimension Wealth, LLC 0.02% No change 891 $52K
Key Financial Inc 0.01% No change 891 $52K
Parvin Asset Management, LLC 0.04% No change 865 $51K
Atlantic Union Bankshares Corp 0.00% Add +41.1% 807 $48K
Addison Advisors LLC 0.02% No change 800 $47K
Bank of New Hampshire 0.01% No change 800 $47K
Wilmington Savings Fund Society, FSB 0.00% No change 800 $47K
Bayban 0.04% No change 787 $46K
Vermillion Wealth Management, Inc. 0.01% No change 776 $46K
Winch Advisory Services, LLC 0.01% No change 767 $45K
Sunrise Financial Services, LLC 0.03% No change 759 $45K
Mather Group, Llc. 0.00% New 758 $45K
NBH Bank 0.02% — 750 $44K
LOM Asset Management Ltd 0.01% No change 740 $44K
Salomon & Ludwin, LLC 0.00% No change 744 $43K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 717 $42K
Cape Investment Advisory, Inc. 0.01% New 707 $42K
Motco 0.00% No change 696 $41K
Archer Investment Corp 0.01% Add +33.3% 693 $41K
Millstone Evans Group, LLC 0.02% No change 688 $41K
JDM Financial Group LLC 0.01% New 619 $36K
Howe & Rusling Inc. 0.00% Add +15.1% 619 $36K
Hurley Capital, LLC 0.02% Add +19.3% 618 $36K
Ameriflex Group, Inc. 0.01% No change 607 $36K
Clearstead Trust, LLC 0.00% No change 604 $36K
Caldwell Trust Co 0.00% New 600 $35K
Regatta Research & Money Management 0.03% — 592 $35K
Larson Financial Group LLC 0.00% Reduce -9.7% 588 $35K
Quarry LP 0.01% New 570 $34K
NBT Bank, N.A. 0.00% No change 570 $34K
Morgan Dempsey Capital Management LLC 0.01% No change 545 $32K
Operose Advisors LLC 0.01% No change 545 $32K
Hanson & Doremus Investment Management 0.00% No change 537 $32K
Forum Finance Group S.A. 0.01% No change 650 $31K
Franklin Resources Inc. 0.00% Reduce -55.1% 509 $30K
Consultiva Wealth Management, Corp. 0.07% No change 500 $29K
NFSG Corp 0.00% No change 486 $29K
Compass Financial Management LLC 0.00% — 472 $28K
Beacon Investment Advisory Services, Inc. 0.00% No change 470 $28K
SJS Investment Consulting Inc. 0.00% Add +58.5% 466 $27K
Chilton Capital Management LLC 0.00% No change 450 $27K
Pacific Center for Financial Services 0.01% No change 448 $26K
MCF Advisors LLC 0.00% No change 420 $25K
KERR FINANCIAL PLANNING Corp 0.03% Reduce -32.6% 414 $24K
Avalon Trust Co 0.00% Reduce -40.4% 400 $24K
Monetary Solutions, Ltd 0.02% No change 357 $21K
Comprehensive Financial Planning, Inc. 0.01% Add +5.8% 348 $20K
VSM Wealth Advisory, LLC 0.01% No change 334 $20K
Burnham & Co LLC 0.01% — 300 $18K
Keating Financial Advisory Services, Inc. 0.00% Add +1.0% 298 $18K
Ankerstar Wealth, LLC 0.01% No change 294 $17K
Steigerwald, Gordon & Koch Inc. 0.00% No change 273 $16K
Gen-Wealth Partners Inc 0.00% Reduce -1.4% 271 $16K
Gilpin Wealth Management, LLC 0.01% No change 262 $15K
Darwin Wealth Management, LLC 0.00% Reduce -41.1% 252 $15K
Arlington Trust Co LLC 0.00% No change 250 $15K
CoreCap Advisors, LLC 0.00% Add +5.5% 248 $15K
Signaturefd, LLC 0.00% Add +4.4% 235 $14K
Acumen Wealth Advisors, LLC 0.00% New 227 $13K
YANKCOM Partnership 0.00% No change 226 $13K
Frazier Financial Advisors, LLC 0.01% No change 219 $13K
Birchbrook, Inc. 0.01% New 215 $13K
Highland Investment Advisors LLC 0.01% — 209 $12K
Bellevue Asset Management, LLC 0.01% No change 206 $12K
Glassman Wealth Services 0.00% New 206 $12K
Pinnacle Bancorp, Inc. 0.00% Reduce -2.4% 203 $12K
Asset Dedication, LLC 0.00% No change 203 $12K
DecisionPoint Financial, LLC 0.00% No change 206 $12K
SWAN Capital LLC 0.00% No change 202 $12K
BOK Financial Private Wealth, Inc. 0.00% No change 200 $12K
Murphy & Mullick Capital Management Corp 0.01% Add +100.0% 200 $12K
Highline Wealth Partners LLC 0.00% New 200 $12K
Accordant Advisory Group Inc 0.01% No change 199 $12K
Cornerstone Planning Group LLC 0.00% Reduce -12.0% 206 $12K
Prestige Wealth Management Group LLC 0.00% No change 195 $12K
Salem Investment Counselors Inc. 0.00% Add +278.0% 189 $11K
Nemes Rush Group LLC 0.00% No change 182 $11K
Continuum Advisory, LLC 0.00% New 154 $9K
RMG Wealth Management LLC 0.00% New 155 $9K
Byrne Asset Management LLC 0.00% New 150 $9K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 140 $8K
Avion Wealth 0.00% No change 144 $8K
Silver Grove Financial Group, Inc. 0.00% New 120 $7K
Cassaday & Co Wealth Management LLC 0.00% New 119 $7K
Hantz Financial Services, Inc. 0.00% No change 120 $7K
Strive Financial Group ,LLC 0.00% No change 110 $6K
MPWM Advisory Solutions, LLC 0.00% New 106 $6K
Richard W. Paul & Associates, LLC 0.00% No change 105 $6K
Truvestments Capital LLC 0.00% No change 100 $6K
Armstrong Advisory Group, Inc. 0.00% No change 95 $6K
WealthCollab, LLC 0.00% New 94 $6K
1 North Wealth Services LLC 0.00% New 89 $5K
Hilton Head Capital Partners, LLC 0.00% Reduce -50.0% 88 $5K
High Note Wealth, LLC 0.00% No change 80 $5K
Harborfront Financial Group LLC 0.02% — 79 $5K
Morse Asset Management, Inc 0.00% No change 76 $4K
Aspect Partners, LLC 0.00% No change 76 $4K
Lummis Asset Management, LP 0.00% No change 70 $4K
LifeSteps Financial, Inc. 0.00% New 70 $4K
Rossby Financial, LCC 0.00% Add +7.9% 68 $4K
Barrett & Company, Inc. 0.00% No change 63 $4K
Heritage Wealth Advisors 0.00% No change 55 $3K
Financial Consulate, Inc. 0.00% New 53 $3K
Pflug Koory, LLC 0.00% New 50 $3K
American National Bank & Trust 0.00% Reduce -50.0% 44 $3K
Duncker Streett & Co. Inc. 0.00% No change 43 $3K
Oxford Financial Group, LTD. LLC 0.00% No change 35 $2K
Toth Financial Advisory Corp. 0.00% Reduce -50.0% 30 $2K
Atlas Capital Advisors Inc. 0.00% No change 26 $2K
Aventura Private Wealth, LLC 0.00% New 25 $1K
Basepoint Wealth LLC 0.00% New 24 $1K
WealthShield Partners, LLC 0.00% New 23 $1K
Evermay Wealth Management LLC 0.00% Reduce -87.3% 23 $1K
Smartleaf Asset Management LLC 0.00% No change 20 $1K
Institute for Wealth Management, LLC. 0.00% New 18 $1K
Mechanics Financial Corp 0.00% New 15 $884
Signature Resources Capital Management, LLC 0.00% New 8 $471
Deutsche Bank AG 0.00% Reduce -97.7% 5 $295
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 2 $118
Beacon Capital Management, Inc. 0.00% No change 1 $47

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