Vaneck Semiconductor ETFSMHETF

13F holders, Q1 2025 (March 31)
918holders −51
94new positions
134sold out
8famous investors
$202.41avg. 13F price*

At the end of Q1 2025, 918 institutions reported holding Vaneck Semiconductor ETF (SMH) in their 13F filings, down 51 from Q4 2024. 94 opened new positions and 134 sold out. The largest holders were Bank of America Corp. ($2.7B), Goldman Sachs Group Inc. ($565.9M) and UBS Group AG ($453.9M). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
Vaneck Semiconductor ETF
CUSIP
92189F676
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 773Q1 2024Q2 2024: 857Q2 2024Q3 2024: 881Q3 2024Q4 2024: 969Q4 2024Q1 2025: 918Q1 2025Q2 2025: 1,016Q2 2025Q3 2025: 1,061Q3 2025Q4 2025: 1,209Q4 2025Q1 2026: 1,304Q1 2026Q2 2026: 1,557Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions94$281.6M
Exits134$580.5M

All 13F filers, Q4 2024 → Q1 2025: 9,296,091 shares bought and 8,586,295 shares sold, net +709,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 918 holders

Bank of America Corp. 0.24% Add +9.7% 12,902,767 $2.7B
Goldman Sachs Group Inc. 0.11% Add +25.8% 2,676,085 $565.9M
UBS Group AG 0.10% Add +21.8% 2,146,435 $453.9M
BNP Paribas Financial Markets 0.33% Add +53.7% 1,991,703 $421.2M
LPL Financial LLC 0.16% Reduce -0.5% 1,903,252 $402.5M
Morgan Stanley 0.03% Add +12.4% 1,800,040 $380.7M
Healthcare of Ontario Pension Plan Trust Fund 0.83% Add +34.3% 1,764,000 $373.0M
Jane Street Group, LLC 0.44% Reduce -20.5% 1,147,817 $242.7M
JPMorgan Chase & Co. 0.01% Reduce -47.5% 754,596 $159.6M
Main Management ETF Advisors, LLC 6.79% Add +188.2% 2,803,140 $139.6M
Citigroup Inc. 0.10% Add +108.9% 642,537 $135.9M
Wells Fargo & Company 0.03% Reduce -2.6% 618,245 $130.7M
Menora Mivtachim Holdings LTD. 0.68% Add +48.1% 496,500 $105.0M
Raymond James Financial Inc. 0.04% Reduce -17.1% 494,158 $104.5M
Royal Bank of Canada 0.02% Reduce -10.3% 459,250 $97.1M
Northwestern Mutual Wealth Management Co. 0.08% Add +24.3% 447,294 $94.6M
Cetera Investment Advisers 0.16% Add +4.8% 389,916 $82.5M
Millennium Management 0.08% Add +1213.9% 384,765 $81.4M
Meitav Investment House Ltd. 1.47% Reduce -39.6% 377,391 $79.8M
Main Management Fund Advisors LLC 11.48% Add +9.4% 370,500 $78.3M
Harel Insurance Investments & Financial Services Ltd. 0.99% Add +3.7% 356,017 $75.3M
Main Management LLC 5.56% Reduce -4.7% 298,421 $63.1M
Ameriprise Financial Inc. 0.02% Reduce -23.0% 286,493 $60.6M
Envestnet Asset Management Inc. 0.02% Add +2.7% 282,967 $59.8M
Rockefeller Capital Management L.P. 0.14% Add +16.0% 276,602 $58.5M
MML Investors Services, LLC 0.18% Reduce -0.1% 256,579 $54.3M
Renaissance Technologies 0.08% Add +200.2% 252,067 $53.3M
Osaic Holdings, Inc. 0.12% Add +26.1% 249,662 $52.8M
Commonwealth Equity Services, LLC 0.07% Reduce -9.3% 230,496 $48.7M
Portfolio Strategies, Inc. 7.49% Reduce -11.4% 228,751 $48.4M
Fisher Asset Management 0.02% Reduce -66.8% 209,917 $44.4M
Mirae Asset Securities (usa) Inc. 1.82% New 200,478 $42.4M
Parallax Volatility Advisers, L.P. 1.60% Add +211.5% 195,378 $41.3M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -16.8% 192,786 $40.8M
Diversified Enterprises, LLC 3.23% Add +5.3% 181,361 $38.4M
Verition Fund Management LLC 0.22% Add +1746.1% 172,906 $36.6M
BlackRock, Inc. 0.00% Reduce -42.6% 163,808 $34.6M
Moss Adams Wealth Advisors LLC 3.59% Reduce -0.8% 161,208 $34.1M
Walleye Trading LLC 0.95% Add +72.9% 157,948 $33.4M
Capital Fund Management S.A. 0.42% New 154,955 $32.8M
Stifel Financial Corp. 0.03% Add +13.2% 143,515 $30.4M
Susquehanna International Group, LLP 0.05% Reduce -44.8% 136,499 $28.9M
Capula Management Ltd 0.20% New 128,713 $27.2M
Aragon Global Management, LP 9.97% No change 122,630 $25.9M
Miller Investment Management, LP 2.78% Reduce -0.1% 118,907 $25.1M
NewEdge Wealth, LLC 0.45% Reduce -5.0% 118,450 $25.0M
Jump Financial, LLC 0.38% Add +160.7% 116,164 $24.6M
TruWealth Advisors, LLC 1.34% Add +5.0% 105,306 $22.3M
Quadrature Capital Ltd 0.49% New 104,105 $22.0M
Nan Shan Life Insurance Co., Ltd. 0.51% Reduce -59.2% 103,051 $21.8M
Two Sigma Investments, LP 0.05% New 102,986 $21.8M
Thrivent Financial for Lutherans 0.05% Reduce -73.9% 84,972 $21.5M
J.Safra Asset Management Corp 1.73% Add +2.5% 100,898 $21.3M
Gerber Kawasaki Wealth & Investment Management 0.90% Add +18.4% 95,117 $20.1M
Squarepoint Ops LLC 0.05% Reduce -68.9% 94,863 $20.1M
RiverFront Investment Group, LLC 0.44% Add +4.0% 93,493 $19.8M
Rezny Wealth Management, Inc. 5.51% Add +1.4% 93,098 $19.7M
Tudor Investment Corporation 0.17% Reduce -21.4% 91,937 $19.4M
Private Advisor Group, LLC 0.12% Reduce -11.1% 89,964 $19.0M
Round Rock Advisors LLC 3.50% Add +14.0% 89,236 $18.9M
Citadel Advisors 0.02% Add +75.4% 88,687 $18.8M
Twin Tree Management, LP 0.41% Reduce -68.6% 88,369 $18.7M
Bank of Montreal 0.01% Reduce -83.8% 86,616 $18.3M
Blair William & Co. 0.06% Add +11.7% 86,391 $18.3M
Atria Wealth Solutions, Inc. 0.22% Reduce -8.9% 84,545 $17.9M
Jones Financial Companies LLLP 0.02% Add +41.3% 83,919 $17.8M
Qube Research & Technologies Ltd 0.03% New 82,024 $17.3M
Kestra Advisory Services, LLC 0.08% Reduce -18.0% 81,415 $17.2M
Yarbrough Capital, LLC 0.74% Add +40.4% 81,148 $17.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.39% Reduce -32.3% 80,191 $16.9M
Mariner, LLC 0.03% Add +59.5% 78,193 $16.5M
Marshall Wace, LLP 0.02% Add +12.5% 76,654 $16.2M
Wealthfront Advisers LLC 0.04% Reduce -10.1% 74,900 $15.8M
Principle Wealth Partners LLC 1.07% Add +14.3% 70,695 $15.0M
Kozak & Associates, Inc. 3.71% Add +5.7% 73,741 $14.9M
Barclays PLC 0.01% Reduce -39.9% 69,389 $14.7M
Lyell Wealth Management, LP 1.35% Add +9.4% 68,495 $14.5M
TD Waterhouse Canada Inc. 0.12% Reduce -1.7% 68,042 $14.4M
Meridian Wealth Management, LLC 0.69% Reduce -1.8% 67,739 $14.3M
D. E. Shaw & Co. 0.02% Reduce -86.5% 67,553 $14.3M
WESPAC Advisors SoCal, LLC 3.68% Reduce -12.4% 66,720 $14.1M
Janney Montgomery Scott LLC 0.04% Reduce -2.3% 65,847 $13.9M
Great Valley Advisor Group, Inc. 0.30% Add +22.1% 65,265 $13.8M
Horizon Wealth Management, LLC 2.32% Add +1.5% 65,139 $13.8M
IMC-Chicago, LLC 0.52% Add +189.8% 63,702 $13.5M
Lido Advisors, LLC 0.07% Add +7.7% 58,758 $12.4M
Cavalier Investments, LLC 4.21% Add +170.1% 58,532 $12.4M
Prospera Financial Services Inc 0.28% Reduce -0.6% 57,191 $12.1M
Rothschild Capital Partners, LLC 3.03% Add +4.7% 54,664 $11.6M
Woodline Partners LP 0.07% Add +639.8% 54,006 $11.4M
Harbour Investments, Inc. 0.33% Reduce -7.8% 53,804 $11.4M
Sowell Financial Services LLC 0.51% Add +7.7% 53,262 $11.3M
IFP Advisors, Inc 0.34% Add +3.0% 52,881 $11.2M
Focus Partners Wealth 0.03% Add +128.4% 52,872 $11.2M
Merit Financial Group, LLC 0.17% Add +11.4% 52,156 $11.0M
Avantax Advisory Services, Inc. 0.07% Add +33.5% 51,955 $11.0M
Concurrent Investment Advisors, LLC 0.27% Reduce -3.7% 51,867 $11.0M
Scotia Capital Inc. 0.06% Add +4.2% 51,790 $11.0M
Mason & Associates Inc 2.71% Reduce -6.0% 51,563 $10.9M
Pine Ridge Advisers LLC 0.92% Add +109.4% 50,665 $10.7M
Fifth Third Securities, Inc. 0.85% Add +1.4% 47,521 $10.0M
Schorn Wealth LLC 3.27% Add +12.6% 46,880 $9.9M
EHP Funds Inc. 11.03% Reduce -17.5% 46,800 $9.9M
FIL Ltd 0.01% New 46,076 $9.7M
Kraft, Davis & Associates, LLC 3.11% Reduce -23.5% 50,516 $9.6M
MMBG Investment Advisors Co. 1.09% Add +7.2% 45,436 $9.6M
Park Avenue Securities LLC 0.12% Add +8.1% 44,978 $9.5M
Equitable Holdings, Inc. 0.09% Add +13.6% 44,093 $9.3M
Truist Financial Corp. 0.01% Reduce -9.8% 43,378 $9.2M
Orion Porfolio Solutions, LLC 0.09% Add +34.4% 42,760 $9.0M
Orion Portfolio Solutions, LLC 0.09% Add +34.4% 42,760 $9.0M
Petredis Investment Advisors LLC 0.93% Add +7.4% 41,908 $8.9M
Apexium Financial, LP 0.53% Add +18.7% 41,796 $8.8M
Absolute Capital Management, LLC 5.09% Reduce 0.0% 41,625 $8.8M
Cibc World Market Inc. 0.02% Reduce -23.7% 40,908 $8.7M
Independent Financial Group, LLC 0.29% Reduce -26.7% 39,692 $8.4M
Spire Wealth Management 0.27% Add +3.6% 39,151 $8.3M
NFSG Corp 1.96% Add +23.3% 38,266 $8.1M
Steward Partners Investment Advisory, LLC 0.07% Add +18.3% 37,877 $8.0M
Jackson Wealth Management, LLC 0.97% Add +47.6% 37,824 $8.0M
Surience Private Wealth LLC 13.86% New 37,561 $7.9M
Joseph P. Lucia & Associates, LLC 3.61% Reduce -2.8% 37,356 $7.9M
U.S. Capital Wealth Advisors, LLC 0.24% Add +19.2% 36,711 $7.8M
Headlands Technologies LLC 0.88% New 36,560 $7.7M
Phoenix Financial Ltd. 0.12% Reduce -26.3% 36,392 $7.7M
HighTower Advisors, LLC 0.01% Add +8.0% 36,154 $7.6M
HSBC Holdings PLC 0.01% Add +1001.3% 36,156 $7.5M
Apollon Wealth Management, LLC 0.17% Add +111.2% 35,612 $7.5M
Plotkin Financial Advisors, LLC 4.62% Add +1.6% 35,535 $7.5M
Creative Planning 0.01% Reduce -0.8% 35,316 $7.5M
CreativeOne Wealth, LLC 0.22% Reduce -3.1% 35,111 $7.4M
Kingsview Wealth Management, LLC 0.14% Add +52.1% 35,052 $7.4M
Eisler Capital Management Ltd. 0.22% Add +5.5% 34,452 $7.3M
TCP Asset Management, LLC 1.59% Add +3.0% 33,691 $7.1M
SBI Securities Co., Ltd. 0.24% Reduce -8.0% 33,671 $7.1M
Baird Financial Group, Inc. 0.01% Reduce -17.5% 32,714 $6.9M
Penobscot Investment Management Company, Inc. 0.65% Reduce -1.6% 32,655 $6.9M
Sanctuary Advisors, LLC 0.05% Reduce -2.0% 32,406 $6.9M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +103.2% 32,110 $6.8M
Yong Rong (HK) Asset Management Ltd 1.58% New 32,000 $6.8M
Csenge Advisory Group 0.38% Add +3.1% 34,900 $6.7M
Woodmont Investment Counsel LLC 0.47% Add +493.6% 30,537 $6.5M
Rye Brook Capital LLC 8.04% Add +27.0% 30,350 $6.4M
IAM Advisory, LLC 1.64% Add +0.6% 29,877 $6.3M
Kwmg, LLC 0.64% Add +0.9% 29,689 $6.3M
WT Wealth Management 2.02% Add +21.0% 29,444 $6.2M
Tamar Securities, LLC 0.84% Add +7.7% 29,303 $6.2M
Ring Mountain Capital, LLC 4.59% Add +6.8% 28,868 $6.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.51% Reduce -31.1% 28,681 $6.1M
Oppenheimer & Co. Inc. 0.09% Add +50.4% 28,493 $6.0M
Group One Trading LLC 0.25% New 28,197 $6.0M
Beacon Pointe Advisors, LLC 0.07% Reduce -6.5% 28,044 $5.9M
Snowden Capital Advisors LLC 0.19% Reduce -2.3% 27,872 $5.9M
Madrona Financial Services, LLC 1.62% Add +90.9% 27,867 $5.9M
IHT Wealth Management, LLC 0.18% Reduce -0.3% 27,260 $5.8M
PFG Advisors 0.32% Reduce -52.8% 27,127 $5.7M
Guerra Advisors Inc 3.18% Add +2.6% 26,877 $5.7M
Allianz Asset Management GmbH 0.01% New 26,400 $5.6M
EP Wealth Advisors, LLC 0.04% Add +1.7% 26,284 $5.6M
Principal Securities, Inc. 0.12% Add +0.4% 22,582 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -7.1% 25,645 $5.4M
Van Eck Associates Corp. 0.01% Add +191.7% 25,307 $5.4M
Level Four Advisory Services, LLC 0.22% Reduce -8.1% 24,913 $5.3M
Greenland Capital Management LP 0.93% New 24,751 $5.2M
Integrated Wealth Concepts LLC 0.06% Add +46.7% 24,555 $5.2M
Sigma Planning Corp 0.17% Reduce -4.1% 24,501 $5.2M
Wellington Shields Capital Management, LLC 0.93% Add +67.2% 24,124 $5.1M
Ameritas Advisory Services, LLC 0.20% Reduce -5.8% 23,171 $5.0M
Mercer Global Advisors Inc. 0.01% Add +29.6% 23,790 $5.0M
Perkins Coie Trust Co 1.14% Add +0.3% 23,769 $5.0M
J.W. Cole Advisors, Inc. 0.15% Reduce -43.3% 23,615 $5.0M
AlphaStar Capital Management, LLC 0.50% Add +10.8% 23,608 $5.0M
Schonfeld Strategic Advisors LLC 0.03% Reduce -76.8% 23,393 $4.9M
Edmond DE Rothschild Holding S.A. 0.08% Reduce -58.9% 22,684 $4.8M
Kestra Private Wealth Services, LLC 0.08% Add +0.9% 22,538 $4.8M
Stratos Wealth Partners, LTD. 0.07% Reduce -11.9% 22,147 $4.7M
Pennsylvania Capital Management Inc. 1.71% Reduce -0.0% 21,898 $4.6M
FMR LLC 0.00% Add +3.7% 21,757 $4.6M
One Capital Management, LLC 0.16% Reduce -47.6% 21,690 $4.6M
Capstone Investment Advisors, LLC 0.05% New 20,776 $4.4M
Cornerstone Enterprises, LLC 2.66% Reduce -40.3% 20,653 $4.4M
Itau Unibanco Holding S.A. 0.17% New 20,462 $4.3M
Balyasny Asset Management L.P. 0.01% Reduce -52.7% 20,326 $4.3M
Bay Rivers Group 2.25% Reduce -2.6% 20,266 $4.3M
Virtue Capital Management, LLC 0.50% Add +495.5% 20,276 $4.3M
D.A. Davidson & Co. 0.03% Reduce -14.9% 20,172 $4.3M
Credit Industriel Et Commercial 0.96% New 20,048 $4.2M
Orleans Capital Management Corp. 2.49% Add +0.4% 20,019 $4.2M
StoneCrest Wealth Management, Inc. 2.69% Reduce -13.3% 19,984 $4.2M
Mfa Wealth Advisors, LLC 1.04% Reduce -41.6% 19,784 $4.2M
Bank of New York Mellon Corp 0.00% Reduce -23.9% 19,714 $4.2M
Atria Investments, Inc 0.05% Add +104.4% 19,260 $4.1M
Cresset Asset Management, LLC 0.02% Reduce -3.4% 19,125 $4.0M
ARS Investment Partners, LLC 0.36% Reduce -0.1% 16,648 $4.0M
Caption Management, LLC 0.18% New 19,000 $4.0M
Institute for Wealth Management, LLC. 0.52% Add +3.7% 18,997 $4.0M
Means Investment Co., Inc. 0.42% Reduce -2.8% 18,866 $4.0M
Alliancebernstein L.P. 0.00% Add +56.7% 18,844 $4.0M
Financial Freedom, LLC 2.28% Reduce -0.9% 18,792 $4.0M
SCS Capital Management LLC 0.05% New 18,778 $4.0M
KCM Investment Advisors LLC 0.14% Add +365.1% 18,647 $3.9M
Lowery Thomas, LLC 2.70% Reduce -3.3% 18,637 $3.9M
World Investment Advisors 0.10% Reduce -1.3% 18,640 $3.9M
Cornerstone Wealth Management, LLC 0.27% Add +25.3% 18,577 $3.9M
Ayalon Insurance Comp Ltd. 1.26% No change 18,501 $3.9M
AE Wealth Management LLC 0.03% Add +10.2% 18,420 $3.9M
Ciovacco Capital Management LLC 2.68% Reduce -39.7% 18,116 $3.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.58% Add +1.7% 17,955 $3.8M
Hudock, Inc. 0.66% Add +21.0% 17,859 $3.8M
Tower Research Capital LLC (TRC) 0.11% Add +13123.0% 17,851 $3.8M
B. Riley Wealth Advisors, Inc. 0.11% Add +11.9% 17,659 $3.7M
Assetmark, Inc. 0.01% Add +21.7% 17,542 $3.7M
Peterson Wealth Management 2.49% Add +4.4% 17,489 $3.7M
Vontobel Holding Ltd. 0.01% Add +18.6% 17,160 $3.6M
Galaxy Group Investments LLC 0.78% New 17,050 $3.6M
NewEdge Advisors, LLC 0.02% Reduce -38.7% 16,995 $3.6M
Westwood Wealth Management 1.51% Add +4.6% 16,515 $3.5M
Mutual Advisors, LLC 0.10% Add +83.8% 16,250 $3.4M
TKG Advisors, LLC 1.67% Add +3.0% 15,985 $3.4M
Consolidated Capital Management, LLC 1.38% Add +8.2% 15,730 $3.3M
Advisory Services Network, LLC 0.06% Reduce -0.6% 15,694 $3.3M
Y.D. More Investments Ltd 0.28% Reduce -8.2% 15,387 $3.3M
Kickstand Ventures, Llc. 0.83% Reduce -0.5% 15,196 $3.2M
Jefferies Financial Group Inc. 0.06% Reduce -11.2% 15,101 $3.2M
Bosman Wealth Management, LLC 3.24% New 15,086 $3.2M
Garda Capital Partners LP 1.79% New 15,054 $3.2M
Capital Markets Trading UK LLP 3.62% Add +179.5% 15,011 $3.2M
Wedbush Securities Inc. 0.12% Add +11.9% 14,885 $3.1M
Centaurus Financial, Inc. 0.19% Add +32.0% 14,806 $3.1M
MRA Advisory Group 1.65% Add +10.6% 14,602 $3.1M
Chemung Canal Trust Co. 0.67% Reduce -11.8% 14,391 $3.0M
Castle Rock Wealth Management, LLC 0.81% Add +2.2% 14,260 $3.0M
NTV Asset Management LLC 0.39% Reduce -4.9% 13,990 $3.0M
Peapack Gladstone Financial Corp. 0.04% Add +4.0% 13,931 $2.9M
Concentrum Wealth Management 1.08% Add +44.0% 13,842 $2.9M
SG Americas Securities, LLC 0.01% Add +186.5% 13,630 $2.9M
Destination Wealth Management 0.09% New 13,253 $2.8M
Cibc World Markets Corp. 0.02% New 13,250 $2.8M
Foguth Wealth Management, LLC. 0.67% Reduce -50.6% 13,113 $2.8M
Quantbot Technologies LP 0.09% New 13,041 $2.8M
Aft, Forsyth & Sober, LLC 0.96% No change 13,000 $2.7M
Money Concepts Capital Corp. 0.21% Add +8.3% 12,966 $2.7M
Signal Advisors Wealth, LLC 0.27% Reduce -47.6% 12,959 $2.7M
PFG Investments, LLC 0.17% Reduce -4.4% 12,897 $2.7M
McGuire Investment Group, LLC 0.40% Reduce -4.1% 12,859 $2.7M
Hall Capital Management Co. Inc. 1.26% Add +20.9% 12,830 $2.7M
Larson Financial Group LLC 0.13% Add +43.0% 12,665 $2.7M
Stevens Capital Management LP 0.66% New 12,631 $2.7M
Krilogy Financial LLC 0.17% Add +11.6% 12,565 $2.7M
Waverly Advisors, LLC 0.03% Add +2.5% 12,462 $2.6M
Financial Advocates Investment Management 0.18% Reduce -25.6% 12,399 $2.6M
Pinnacle Associates Ltd. 0.04% Reduce -31.8% 12,326 $2.6M
Eclectic Associates Inc. 0.70% Add +3.0% 12,317 $2.6M
Western Wealth Management, LLC 0.17% Reduce -12.3% 12,225 $2.6M
Alexis Investment Partners, LLC 1.20% Add +2.5% 11,849 $2.5M
Empowered Funds, LLC 0.04% Add +32.5% 11,789 $2.5M
Integrity Alliance, Llc. 0.10% New 11,767 $2.5M
Kaizen Financial Strategies 1.42% Add +2.1% 11,591 $2.5M
Flagship Harbor Advisors, LLC 0.13% Reduce -7.3% 11,467 $2.4M
G&S Capital LLC 1.03% Reduce -0.1% 11,465 $2.4M
Nwam LLC 0.21% Reduce -55.5% 11,441 $2.4M
Kingswood Wealth Advisors, LLC 0.22% Reduce -19.4% 11,190 $2.4M
Quattro Financial Advisors LLC 0.81% Add +99.1% 11,184 $2.4M
Brookstone Capital Management 0.03% Reduce -38.0% 10,912 $2.3M
Novare Capital Management LLC 0.20% Reduce -1.2% 10,676 $2.3M
Mgo One Seven LLC 0.09% Reduce -28.1% 10,536 $2.2M
5th Street Advisors, LLC 1.07% New 10,490 $2.2M
Ausdal Financial Partners, Inc. 0.17% Reduce -11.1% 10,466 $2.2M
Wealth Quarterback LLC 1.24% Add +51.8% 10,398 $2.2M
Arete Wealth Advisors, LLC 0.17% Add +2.9% 10,347 $2.2M
Bogart Wealth, LLC 0.10% Add +7.0% 10,138 $2.1M
Parallel Advisors, LLC 0.05% Reduce -2.1% 10,090 $2.1M
Comerica Bank 0.01% Add +19.2% 10,083 $2.1M
Nomura Asset Management Co. Ltd. 0.01% Reduce -42.6% 10,055 $2.1M
Avalon Capital Management 0.62% Reduce -68.6% 10,046 $2.1M
Garden State Investment Advisory Services LLC 0.66% Reduce -1.4% 9,770 $2.1M
Modern Wealth Management, LLC 0.07% Add +10.0% 9,715 $2.1M
1248 Management, LLC 0.88% Reduce -51.7% 9,715 $2.1M
Moneco Advisors, LLC 0.21% Add +2.3% 9,662 $2.0M
Fluent Financial, LLC 0.89% Reduce -60.2% 9,620 $2.0M
Concord Asset Management, LLC 0.44% Add +113.8% 10,045 $2.0M
Sims Investment Management, LLC 0.88% Add +22.8% 9,360 $2.0M
Arkadios Wealth Advisors 0.07% Add +39.1% 9,318 $2.0M
Cwm, LLC 0.01% Add +21.6% 9,297 $2.0M
Concord Wealth Partners 0.32% Add +97.0% 9,263 $2.0M
HB Wealth Management, LLC 0.02% Reduce -7.1% 9,221 $2.0M
Canoe Financial LP 0.03% New 1,665 $1.9M
Paragon Advisors, LLC 0.73% Add +13.9% 9,184 $1.9M
Belpointe Asset Management LLC 0.10% Add +18.7% 9,168 $1.9M
National Bank of Canada 0.00% Add +51.0% 9,118 $1.9M
Shay Capital LLC 0.55% Reduce -28.7% 8,918 $1.9M
RWQ Financial Management Services, Inc. 1.24% Reduce -79.2% 8,855 $1.9M
Mezzasalma Advisors, LLC 0.65% Add +3.7% 8,838 $1.9M
Tsfg, LLC 0.38% Reduce -15.5% 8,790 $1.9M
HBW Advisory Services LLC 0.26% Add +15.3% 8,787 $1.9M
Crown Wealth Group, LLC 0.96% Reduce -36.5% 8,721 $1.8M
Westside Investment Management, Inc. 0.39% Add +21.3% 8,600 $1.8M
Arcataur Capital Management LLC 0.62% Reduce -8.8% 8,591 $1.8M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -59.8% 8,574 $1.8M
Insigneo Advisory Services, LLC 0.19% Reduce -10.6% 8,539 $1.8M
SteelPeak Wealth, LLC 0.08% Reduce -6.0% 8,507 $1.8M
MADDEN SECURITIES Corp 0.69% Add +311.4% 8,455 $1.8M
Perigon Wealth Management, LLC 0.05% Reduce -6.3% 8,401 $1.8M
Valley National Advisers Inc. 0.32% Add +256.7% 8,400 $1.8M
Three Magnolias Financial Advisors, LLC 1.49% Add +25.5% 8,335 $1.8M
Burke & Herbert Bank & Trust Co. 0.42% Reduce -6.2% 8,290 $1.8M
Prairie Wealth Advisors, Inc. 0.85% Reduce -2.4% 8,197 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +31.8% 8,024 $1.7M
Future Financial Wealth Managment LLC 1.24% Add +15.1% 7,993 $1.7M
Claro Advisors Inc. 0.23% Add +4.0% 7,974 $1.7M
Great Diamond Partners, LLC 0.45% Add +4.8% 7,833 $1.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% No change 7,615 $1.6M
Choreo, LLC 0.02% Add +0.8% 7,574 $1.6M
StoneX Group Inc. 0.09% Reduce -15.7% 7,504 $1.6M
Bramshill Investments, LLC 0.16% Reduce -28.6% 7,500 $1.6M
Symphony Financial Services, Inc. 1.03% Reduce -2.2% 7,492 $1.6M
Synovus Financial Corp. 0.02% Add +13.8% 7,455 $1.6M
Marex Group Ltd 0.03% Add +96.1% 7,445 $1.6M
Global Assets Advisory, LLC 0.30% Add +223.2% 7,822 $1.6M
SeaCrest Wealth Management, LLC 0.18% Reduce -13.9% 7,428 $1.6M
Delos Wealth Advisors, LLC 1.24% Add +0.6% 7,402 $1.6M
Mascagni Wealth Management, Inc. 1.53% No change 7,291 $1.5M
WealthBridge Investment Counsel Inc. 0.56% Add +83.8% 7,240 $1.5M
Bluesphere Advisors LLC 0.87% Reduce -82.0% 7,205 $1.5M
International Assets Investment Management, LLC 0.13% Add +70.9% 7,202 $1.5M
CoreCap Advisors, LLC 0.07% Add +32.3% 7,170 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +11.3% 7,143 $1.5M
Beaumont Asset Management, L.L.C. 0.90% Add +41.4% 7,053 $1.5M
&partners 0.02% Reduce -38.7% 6,993 $1.5M
Thoroughbred Financial Services, LLC 0.09% Add +9.7% 7,009 $1.5M
Prelude Capital Management, LLC 0.15% Add +6.7% 6,992 $1.5M
PCG Wealth Advisors, LLC 0.51% Add +26.6% 6,966 $1.5M
New Insight Wealth Advisors 0.67% Add +8.7% 6,959 $1.5M
CenterStar Asset Management, LLC 2.07% Reduce -6.8% 6,824 $1.4M
Calton & Associates, Inc. 0.33% Add +371.6% 6,787 $1.4M
Providence First Trust Co 0.58% No change 6,781 $1.4M
Dumont & Blake Investment Advisors LLC 0.40% Reduce -17.4% 6,764 $1.4M
Joel Isaacson & Co., LLC 0.06% No change 6,731 $1.4M
Sovereign Financial Group, Inc. 0.33% Reduce -11.8% 6,710 $1.4M
Klingenstein Fields & Co. LP 0.06% Reduce -7.3% 6,636 $1.4M
Ignite Planners, LLC 0.27% Add +18.5% 6,591 $1.4M
Northern Trust Corp. 0.00% Add +26.8% 6,583 $1.4M
Cerity Partners LLC 0.00% Reduce -12.3% 6,564 $1.4M
Gladstone Institutional Advisory LLC 0.06% Add +6.5% 6,489 $1.4M
GPS Wealth Strategies Group, LLC 0.18% Reduce -59.8% 6,367 $1.3M
Berbice Capital Management LLC 1.15% Add +5.3% 6,337 $1.3M
Advisors Management Group Inc. 0.29% Add +11.2% 6,337 $1.3M
Regal Investment Advisors LLC 0.11% Reduce -15.7% 6,304 $1.3M
American Institute for Advanced Investment Management, LLP 0.99% Reduce -1.6% 6,110 $1.3M
Two Sigma Securities, LLC 0.20% New 6,031 $1.3M
Piscataqua Savings Bank 1.12% Add +1.4% 5,988 $1.3M
Copia Wealth Management 1.17% Reduce -4.7% 5,966 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -19.5% 5,898 $1.2M
Moloney Securities Asset Management, LLC 0.17% Reduce -12.4% 5,886 $1.2M
MGB Wealth Management, LLC 0.45% Add +8.9% 5,859 $1.2M
Horizon Investments, LLC 0.04% Reduce -30.0% 5,858 $1.2M
Heritage Oak Wealth Advisors LLC 0.54% Reduce -21.7% 5,820 $1.2M
Geneos Wealth Management Inc. 0.04% Add +112.3% 5,794 $1.2M
Quantum Portfolio Management LLC 0.62% Reduce -21.7% 5,760 $1.2M
Oxford Financial Group, LTD. LLC 0.08% No change 5,650 $1.2M
Able Wealth Management LLC 0.70% Add +18.5% 5,609 $1.2M
Grantvest Financial Group LLC 0.96% Add +0.5% 5,601 $1.2M
Seaview Investment Managers LLC 0.28% Add +6.3% 5,533 $1.2M
Wisconsin Wealth Advisors, LLC 1.66% Add +11.2% 5,480 $1.2M
HRT Financial LP 0.01% Reduce -84.8% 5,468 $1.2M
Foundations Investment Advisors, LLC 0.02% Reduce -97.2% 5,377 $1.1M
Lodestar Private Asset Management LLC 0.14% Reduce -2.9% 5,350 $1.1M
Composition Wealth, LLC 0.02% Add +30.8% 5,302 $1.1M
Captrust Financial Advisors 0.00% Add +26.5% 5,268 $1.1M
MAI Capital Management 0.01% Add +0.3% 5,262 $1.1M
Townsquare Capital LLC 0.01% Add +12.1% 5,247 $1.1M
FRG Family Wealth Advisors LLC 0.21% Add +50.5% 5,108 $1.1M
Acorn Creek Capital LLC 0.54% Reduce -16.6% 5,069 $1.1M
Carmel Capital Management L.L.C. 0.43% Reduce -1.0% 5,062 $1.1M
Corient Private Wealth LP 0.00% Reduce -24.7% 5,026 $1.1M
Ashton Thomas Private Wealth, LLC 0.04% New 5,014 $1.1M
DAVENPORT & Co LLC 0.01% Add +41.1% 4,913 $1.0M
Strategic Blueprint, LLC 0.06% Add +19.4% 4,901 $1.0M
Dearborn Partners LLC 0.05% Reduce -12.7% 4,894 $1.0M
Private Trust Co. NA 0.11% Add +1.1% 4,875 $1.0M
Sage Mountain Advisors LLC 0.08% Add +0.8% 4,819 $1.0M
Retirement Income Solutions, Inc. 0.21% Add +1.2% 4,815 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Add +369.1% 4,771 $1.0M
Lindbrook Capital, LLC 0.09% No change 4,750 $1.0M
US Bancorp \de 0.00% Add +3.9% 4,747 $1.0M
SWS Partners 0.32% No change 4,652 $984K
Edgestream Partners, L.P. 0.03% Reduce -26.6% 4,637 $981K
WJ Wealth Management, LLC 0.34% No change 4,592 $971K
Atom Investors LP 0.12% Reduce -67.6% 4,587 $970K
Avidian Wealth Enterprises, LLC 0.04% Add +2.0% 4,563 $965K
HBK Sorce Advisory LLC 0.03% Reduce -17.7% 4,553 $963K
SeaBridge Investment Advisors LLC 0.21% Reduce -2.6% 4,532 $958K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +14.3% 4,502 $957K
Bank of Nova Scotia 0.00% Reduce -99.3% 4,527 $957K
Trexquant Investment LP 0.01% Reduce -11.7% 4,508 $953K
Rappaport Reiches Capital Management, LLC 0.24% Reduce -27.1% 4,477 $947K
Liberty Square Wealth Partners LLC 0.36% No change 4,463 $944K
Flagship Wealth Advisors, LLC 0.40% Add +144.4% 4,450 $941K
Calamos Wealth Management LLC 0.05% New 4,448 $941K
OneAscent Financial Services LLC 0.06% Reduce -9.7% 4,417 $934K
Kesler, Norman & Wride, LLC 0.18% Reduce -1.7% 4,370 $924K
Intrua Financial, LLC 0.14% Reduce -2.3% 4,340 $918K
Wealthcare Advisory Partners LLC 0.02% Reduce -12.3% 4,319 $913K
Dynamic Advisor Solutions LLC 0.03% New 4,317 $913K
Game Plan Financial Advisors, LLC 0.51% Add +6.2% 4,306 $911K
DHK Financial Advisors, Inc. 0.50% No change 4,290 $907K
Inspire Advisors, LLC 0.10% Reduce -2.7% 4,233 $895K
Cheviot Value Management, LLC 0.11% New 4,100 $892K
Founders Financial Alliance, LLC 0.22% Add +2844.8% 4,211 $891K
Toronto Dominion Bank 0.00% Add +5146.3% 4,197 $887K
Clarus Wealth Advisors 0.47% Add +22.2% 4,199 $885K
B.O.S.S. Retirement Advisors, LLC 0.26% Add +17.5% 4,178 $884K
First Heartland Consultants, Inc. 0.09% Add +9.9% 4,167 $881K
Silverlake Wealth Management LLC 0.34% Reduce -3.3% 4,166 $881K
Apriem Advisors 0.10% No change 4,165 $881K
AdvisorNet Financial, Inc 0.07% Add +6.1% 4,147 $877K
Altfest L J & Co. Inc. 0.11% Reduce -91.8% 4,115 $870K
Interactive Financial Advisors, Inc. 0.46% Add +6.1% 4,073 $861K
Greenwich Wealth Management LLC 0.07% Reduce -12.5% 4,060 $859K
Safeguard Financial, LLC 0.19% Add +79.8% 4,059 $858K
OneDigital Investment Advisors LLC 0.01% Reduce -0.7% 4,058 $858K
Adirondack Trust Co. 0.33% Add +4.7% 4,053 $857K
Fox Hill Wealth Management 0.50% Add +2.6% 4,043 $855K
Apollon Financial, LLC 0.20% Add +91.7% 4,014 $849K
Florida Financial Advisors, LLC 0.33% Add +14.8% 3,999 $844K
Signature Estate & Investment Advisors LLC 0.02% Add +1.2% 3,990 $844K
Evolution Wealth Advisors, LLC 0.14% Add +1.3% 3,936 $832K
SFI Advisors, LLC 0.61% New 3,933 $832K
Global Financial Private Client, LLC 0.32% Reduce -0.7% 3,920 $829K
Milestone Asset Management, LLC 0.17% Add +9.5% 3,863 $817K
Berkshire Asset Management LLC 0.04% Add +86.0% 3,678 $816K
Perennial Investment Advisors, LLC 0.09% Add +10.9% 3,836 $811K
Moneta Group Investment Advisors LLC 0.01% Add +12.3% 3,811 $806K
Sterling Investment Advisors, Ltd. 0.19% Reduce -1.3% 3,797 $803K
Magnus Financial Group LLC 0.08% Add +20.6% 3,783 $800K
Ascentis Independent Advisors 0.16% Add +2.1% 3,771 $798K
Transcend Capital Advisors, LLC 0.06% Add +119.0% 3,753 $794K
Axecap Investments, LLC 0.67% Reduce -4.8% 3,746 $792K
Quantinno Capital Management LP 0.01% Add +21.1% 3,745 $792K
Bawa N Mallick Trust 0.37% No change 3,714 $785K
Napa Wealth Management 0.44% Reduce -17.7% 3,692 $781K
Roof Eidam Maycock Peralta, LLC 0.21% No change 3,682 $779K
Avior Wealth Management, LLC 0.03% Reduce -29.8% 3,631 $768K
Jackson Hole Capital Partners, LLC 0.15% No change 3,612 $764K
Moors & Cabot, Inc. 0.04% Reduce -3.0% 3,610 $764K
Triumph Capital Management 0.25% Reduce -16.4% 3,581 $757K
Flagstar Securities, Inc. 0.19% Reduce -1.9% 3,577 $756K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -40.2% 3,532 $747K
Sound View Wealth Advisors Group, LLC 0.06% Add +1.3% 3,511 $742K
Dymon Asia Capital (singapore) Pte. LTD. 0.59% New 3,500 $740K
Deltec Asset Management LLC 0.16% No change 3,500 $740K
Tandem Capital Management Corp. 0.41% No change 3,480 $736K
NorthCoast Asset Management LLC 0.00% Reduce -74.5% 3,467 $733K
PGIM Custom Harvest LLC 0.02% Add +57.9% 3,452 $730K
Premier Path Wealth Partners, LLC 0.11% Add +9.2% 3,451 $730K
RMR Wealth Builders 0.08% Reduce -18.8% 3,445 $728K
Iams Wealth Management, LLC 0.33% Reduce -2.6% 3,443 $728K
Gateway Wealth Partners, LLC 0.16% Reduce -1.1% 3,431 $725K
Sfmg, LLC 0.06% Reduce -2.8% 3,422 $724K
Sawgrass Asset Management LLC 0.09% Reduce -19.1% 3,400 $719K
Rwa Wealth Partners, LLC 0.01% Add +28.3% 3,400 $719K
City Center Advisors, LLC 0.84% Reduce -4.6% 3,399 $719K
Richmond Investment Services, LLC 0.39% Add +41.2% 3,397 $718K
Ancora Advisors LLC 0.02% Reduce -3.2% 3,396 $718K
Snider Financial Group 0.23% Reduce -1.2% 3,371 $713K
Millington Financial Advisors, LLC 0.44% New 3,540 $713K
Inscription Capital, LLC 0.12% — 3,165 $712K
Cambridge Advisors Inc. 0.16% Add +12.9% 3,354 $709K
Smith Anglin Financial, LLC 0.07% Reduce -5.5% 3,351 $709K
Wbi Investments, LLC 0.19% Add +21.6% 3,326 $703K
Smith, Moore & Co. 0.06% No change 3,293 $696K
Keudell/Morrison Wealth Management 0.16% No change 3,290 $696K
Darden Wealth Group Inc 0.54% Reduce -1.8% 3,285 $695K
Scientech Research LLC 0.18% Add +141.5% 3,282 $694K
Gotham Asset Management 0.01% Add +48.6% 3,249 $687K
Trilogy Capital Inc. 0.04% Add +32.6% 3,189 $674K
Hudson Value Partners, LLC 0.25% Add +7.3% 3,184 $673K
Mystic Asset Management, Inc. 0.18% Reduce -6.3% 3,173 $671K
Titleist Asset Management, LLC 0.08% Reduce -8.2% 3,172 $671K
Iron Gate Global Advisors LLC 0.09% Add +11.7% 3,171 $671K
Jacobi Capital Management LLC 0.05% Reduce -7.3% 3,165 $669K
Aspire Capital Advisors LLC 0.20% New 3,139 $664K
Bessemer Group Inc. 0.00% Reduce -62.7% 3,107 $657K
KG Capital Management 0.21% Add +23.9% 3,102 $656K
LVM Capital Management Ltd. 0.07% Reduce -1.1% 3,090 $653K
SOA Wealth Advisors, LLC. 0.14% Add +1.8% 3,083 $652K
Independence Bank of Kentucky 0.10% Reduce -27.9% 3,080 $651K
Allspring Global Investments Holdings, LLC 0.00% No change 3,069 $649K
O'shaughnessy Asset Management, LLC 0.01% Reduce -1.7% 3,030 $641K
Biltmore Family Office, LLC 0.11% Reduce -1.6% 3,000 $634K
Nwi Management LP 0.08% No change 3,000 $634K
Diversify Advisory Services, LLC 0.04% Reduce -62.8% 2,984 $627K
Pines Wealth Management, LLC 0.29% Add +36.5% 3,482 $627K
Prosperity Wealth Management, Inc. 0.29% Reduce -40.9% 2,949 $624K
Peak Planning Group, LLC 0.26% New 2,893 $612K
O'ROURKE & COMPANY, Inc 0.30% Add +86.2% 2,879 $609K
IFG Advisory, LLC 0.03% Add +5.1% 2,875 $608K
Summit Trail Advisors, LLC 0.02% No change 2,869 $607K
Kera Capital Partners, Inc. 0.18% Add +2.2% 2,842 $601K
Brass Tax Wealth Management, Inc. 0.13% Add +0.1% 2,824 $597K
Midwest Financial Group LLC 0.35% No change 2,815 $595K
Riggs Asset Managment Co. Inc. 0.17% Add +2.5% 2,805 $593K
T. Rowe Price Associates Inc. 0.00% No change 2,800 $593K
Purus Wealth Management, LLC 0.25% Add +25.5% 2,802 $593K
Sequoia Financial Advisors, LLC 0.00% Add +33.5% 2,795 $591K
Maridea Wealth Management LLC 0.19% Reduce -15.1% 2,786 $589K
Total Clarity Wealth Management, Inc. 0.19% No change 2,432 $589K
Winch Advisory Services, LLC 0.15% Add +4.0% 2,765 $585K
Cornerstone Advisory, LLC 0.07% Add +38.2% 2,696 $581K
American Financial Advisors, LLC 0.08% Add +2.6% 2,736 $579K
MPS Loria Financial Planners, LLC 0.17% No change 2,721 $575K
Schnieders Capital Management LLC 0.12% Reduce -4.1% 2,709 $573K
Financial Perspectives, Inc 0.20% No change 2,693 $569K
PCG Asset Management, LLC 0.52% Add +9.6% 2,652 $561K
E&G Advisors, LLC 0.16% No change 2,629 $556K
Bright Futures Wealth Management, LLC. 0.61% Add +59.1% 2,941 $552K
Tidal Investments LLC 0.00% Reduce -72.5% 2,600 $550K
Brown Brothers Harriman & Co. 0.00% Reduce -5.3% 2,593 $548K
Greater Midwest Financial Group, LLC 0.38% Reduce -6.0% 2,572 $544K
Mathes Company, Inc. 0.22% Reduce -19.0% 2,555 $540K
Investment Management Corp. /Va/ 0.49% Add +3.5% 2,551 $539K
Carnegie Investment Counsel 0.01% Add +11.6% 2,902 $536K
SMART Wealth LLC 0.19% Reduce -9.7% 2,496 $528K
Tritonpoint Wealth, LLC 0.05% New 2,482 $525K
Advisory Alpha, LLC 0.02% Reduce -1.5% 2,472 $523K
Fort Point Capital Partners LLC 0.06% No change 2,472 $523K
Stonebridge Financial Planning Group, LLC 0.24% Add +22.8% 2,470 $522K
Runnymede Capital Advisors, Inc. 0.50% Reduce -40.4% 2,468 $522K
Peak Asset Management, LLC 0.10% Reduce -1.0% 2,455 $519K
Tradition Wealth Management, LLC 0.05% Reduce -8.0% 2,433 $514K
Kovack Advisors, Inc. 0.05% Reduce -3.9% 2,422 $512K
CIBC Private Wealth Group LLC 0.00% Reduce -19.3% 2,841 $511K
Clear Creek Financial Management, LLC 0.05% Reduce -42.8% 2,414 $510K
Focus Financial Network, Inc. 0.02% Add +12.4% 2,395 $506K
Maripau Wealth Management LLC 0.29% Add +22.4% 2,392 $506K
AQR Capital Management 0.00% Add +4.8% 2,381 $504K
AlphaCore Capital LLC 0.04% Add +4.7% 2,380 $503K
Dakota Wealth Management 0.01% New 2,370 $501K
Matauro, LLC 0.10% Reduce -95.6% 2,357 $498K
Insight Advisors, LLC/ PA 0.09% No change 2,344 $496K
Greystone Financial Group, LLC 0.09% Add +0.6% 2,343 $495K
Cyndeo Wealth Partners, LLC 0.03% Add +0.4% 2,341 $495K
Welch Group, LLC 0.02% No change 2,333 $495K
Sovran Advisors, LLC 0.06% Add +28.3% 2,558 $492K
Sunbelt Securities, Inc. 0.04% Reduce -11.1% 2,322 $491K
Clarity Financial LLC 0.06% Reduce -87.2% 2,312 $489K
Annex Advisory Services, LLC 0.01% No change 2,310 $489K
Pinnacle Family Advisors, LLC 0.26% New 2,304 $487K
Summit Financial, LLC 0.01% New 2,290 $484K
Nvwm, LLC 0.13% Reduce -12.0% 2,289 $484K
Ellevest, Inc. 0.03% No change 2,288 $484K
NWF Advisory Services Inc. 0.07% Reduce -71.0% 2,202 $466K
Stephens Inc. 0.01% Add +12.7% 2,201 $465K
Aptus Capital Advisors, LLC 0.01% Reduce -4.0% 2,160 $457K
Madden Advisory Services, Inc. 0.21% Reduce -4.0% 2,148 $454K
Cary Street Partners Financial LLC 0.01% Add +4.3% 2,131 $451K
Argyle Capital Partners, LLC 0.39% Add +28.2% 2,125 $449K
Guardian Asset Advisors, LLC 0.29% Add +13.2% 2,121 $449K
Silver Oak Securities, Incorporated 0.04% Add +23.3% 2,114 $449K
Forefront Wealth Partners, LLC 0.30% Reduce -59.2% 2,117 $448K
LaSalle St. Investment Advisors, LLC 0.10% No change 2,095 $443K
HHM Wealth Advisors, LLC 0.06% No change 2,073 $438K
Lion Street Advisors, LLC 0.14% Add +4.0% 2,070 $438K
Claris Financial LLC 0.29% No change 1,801 $436K
Private Client Services, LLC 0.22% Reduce -0.1% 2,063 $436K
TCFG Wealth Management, LLC 0.22% No change 2,060 $436K
Valeo Financial Advisors, LLC 0.01% Reduce -3.9% 2,051 $434K
LJI Wealth Management, LLC 0.09% Reduce -8.9% 2,034 $430K
Strengthening Families & Communities, LLC 0.26% Add +11.8% 1,794 $429K
Venture Visionary Partners LLC 0.02% Add +0.5% 2,012 $426K
Abound Financial, LLC 0.21% Add +27.3% 2,003 $424K
ORBA Wealth Advisors, L.L.C. 0.21% No change 2,000 $423K
Clark Capital Management Group, Inc. 0.00% Add +80.8% 1,991 $421K
VestGen Advisors, LLC 0.02% — 1,981 $419K
Betterment LLC 0.00% Add +7.7% 1,977 $418K
Glen Eagle Advisors, LLC 0.07% Add +9.6% 1,965 $416K
Focus Partners Advisor Solutions, LLC 0.01% Add +29.3% 1,945 $411K
Advisor OS, LLC 0.05% Add +12.3% 1,924 $407K
CWS Financial Advisors, LLC 0.13% No change 1,920 $406K
Pachira Investments Inc. 0.28% Add +73.7% 1,905 $404K
Red Door Wealth Management, LLC 0.06% Reduce -5.0% 1,908 $403K
Concorde Asset Management, LLC 0.22% Reduce -1.5% 1,907 $402K
Circle Wealth Management, LLC 0.01% Reduce -44.1% 1,899 $402K
Ieq Capital, LLC 0.00% New 1,888 $399K
One River Asset Management, LLC 1.45% New 1,880 $393K
GK Wealth Management LLC 0.49% New 1,842 $390K
Lanark Financial, Inc. 0.03% — 1,840 $389K
Ranch Capital Advisors Inc. 0.18% Reduce -6.2% 1,838 $389K
MJP Associates Inc. 0.07% Add +13.0% 1,820 $385K
Creative Financial Designs Inc. 0.03% Reduce -4.6% 1,818 $384K
Wilmington Savings Fund Society, FSB 0.01% Add +1.5% 1,801 $381K
Farther Finance Advisors, LLC 0.01% Reduce -40.6% 1,789 $380K
FourThought Financial Partners, LLC 0.04% No change 1,787 $378K
Elm3 Financial Group, LLC 0.33% Reduce -13.5% 1,786 $378K
Brown Advisory Inc. 0.00% Reduce -4.3% 1,764 $373K
Resurgent Financial Advisors LLC 0.22% Reduce -4.0% 1,752 $370K
Canvas Wealth Advisors, LLC 0.09% Add +37.9% 1,901 $365K
Wedmont Private Capital 0.02% Add +2.4% 1,810 $364K
Gsa Capital Partners LLP 0.03% New 1,717 $363K
Franklin Resources Inc. 0.00% Add +6.2% 1,715 $363K
Visionary Wealth Advisors 0.02% Add +0.7% 1,701 $360K
Polymer Capital Management (HK) LTD 0.06% Reduce -55.3% 1,700 $359K
J Hagan Capital, Inc. 0.29% — 1,481 $359K
Tyler-Stone Wealth Management 0.06% Reduce -34.8% 1,696 $359K
Clarity Capital Partners LLC 0.14% Add +7.9% 1,695 $358K
Freedom Financial Partners LLC 0.16% Reduce -24.7% 1,665 $352K
WealthCare Investment Partners, LLC 0.15% Add +2.1% 1,869 $351K
Compound Planning, Inc. 0.02% Reduce -4.0% 1,658 $351K
M&T Bank Corp 0.00% Add +7.2% 1,601 $339K
Connecticut Wealth Management, LLC 0.02% No change 1,594 $337K
Savant Capital, LLC 0.00% Reduce -4.8% 1,585 $335K
Nova Wealth Management, Inc. 0.29% Reduce -4.3% 1,580 $334K
Lewis Asset Management, LLC 0.28% Add +0.2% 1,578 $334K
Forte Capital LLC 0.04% Add +3.1% 1,572 $332K
Legacy Financial Strategies, LLC 0.07% Reduce -45.2% 1,566 $331K
Integras Partners LLC 0.32% Reduce -18.3% 1,565 $331K
Berger Financial Group, Inc 0.02% Add +5.6% 1,564 $331K
Pathstone Holdings, LLC 0.00% New 1,562 $330K
Endowment Wealth Management, Inc. 0.21% Add +28.4% 1,556 $329K
Sandbox Financial Partners, LLC 0.12% Reduce -11.6% 1,549 $327K
Accretive Wealth Partners, LLC 0.11% New 1,507 $325K
PKS Advisory Services, LLC 0.09% Reduce -6.5% 1,529 $324K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -3.4% 1,531 $324K
Summit X, LLC 0.07% Add +1.3% 1,521 $322K
GWN Securities Inc. 0.02% New 1,334 $320K
Financial Partners Group, Inc 0.05% Reduce -1.1% 1,507 $319K
Seamount Financial Group Inc. 0.22% Add +9.8% 1,505 $318K
Capital Analysts, LLC 0.01% Add +2.6% 1,501 $317K
Meredith Wealth Planning 0.14% No change 1,496 $316K
Credit Agricole S A 0.00% Add +80.4% 1,494 $316K
Unique Wealth, LLC 0.06% New 1,485 $314K
Montecito Bank & Trust 0.06% Reduce -7.2% 1,485 $314K
Union Bancaire Privee, UBP SA 0.01% Add +37.0% 1,480 $314K
Signaturefd, LLC 0.01% Add +119.5% 1,484 $314K
LMR Partners LLP 0.01% No change 1,474 $312K
Kane Investment Management, Inc. 0.15% Reduce -31.2% 1,472 $311K
Tennessee Valley Asset Management Partners 0.05% Add +38.4% 1,470 $311K
Park Square Financial Group, LLC 0.25% Reduce -11.3% 1,460 $309K
Pine Valley Investments Ltd Liability Co 0.02% Add +4.8% 1,433 $303K
Cooper Financial Group 0.04% Add +0.4% 1,428 $302K
Arlington Capital Management, Inc. 0.23% Reduce -15.9% 1,424 $301K
RDA Financial Network 0.09% Add +30.8% 1,424 $301K
Ascent Wealth Partners, LLC 0.04% Add +13.0% 1,424 $301K
New Century Financial Group, LLC 0.35% Add +8.3% 1,421 $301K
Cape Cod Five Cents Savings Bank 0.03% No change 1,220 $299K
Detalus Advisors, LLC 0.09% New 1,402 $296K
Guyasuta Investment Advisors Inc. 0.02% Reduce -14.1% 1,400 $296K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +15.4% 1,392 $294K
Caprock Group, LLC 0.01% Add +2.2% 1,383 $293K
ProVise Management Group, LLC 0.02% Reduce -9.8% 1,382 $292K
Alaska Permanent Fund Corp 0.00% No change 1,375 $291K
Somerset Group LLC 0.26% Add +0.1% 1,368 $289K
Tradewinds, LLC. 0.08% Reduce -42.7% 1,357 $287K
Chicago Partners Investment Group LLC 0.01% New 1,298 $286K
17 Capital Partners, LLC 0.18% Add +2.0% 1,348 $285K
Trueblood Wealth Management, LLC 0.13% No change 1,342 $284K
RFG Advisory, LLC 0.01% Add +4.9% 1,329 $281K
Westbourne Investments, Inc. 0.17% Reduce -14.0% 1,325 $280K
Integrity Investment Advisors, LLC 0.25% — 1,319 $279K
Fortress Private Ledger, LLC 0.15% New 1,312 $277K
Fairfield Financial Advisors, LTD 0.10% Add +43.4% 1,311 $277K
Sharpepoint LLC 0.24% Add +4.2% 1,317 $277K
Curran Financial Partners, LLC 0.07% New 1,306 $276K
Octavia Wealth Advisors, LLC 0.03% Add +3.4% 1,304 $276K
Birch Hill Investment Advisors LLC 0.01% No change 1,293 $274K
Brady Martz Wealth Solutions, LLC 0.06% No change 1,292 $273K
QRG Capital Management, Inc. 0.00% Reduce -11.6% 1,285 $272K
JB Capital LLC 0.01% Add +5.5% 1,269 $268K
Winthrop Advisory Group LLC 0.03% Add +5.6% 1,263 $267K
Alteri Wealth LLC 0.12% Reduce -9.9% 1,257 $266K
Beaumont Financial Advisors, LLC 0.02% No change 1,253 $265K
HF Advisory Group, LLC 0.11% Add +1.6% 1,236 $261K
IMG Wealth Management, Inc. 0.23% Reduce -0.1% 1,229 $260K
Bell Investment Advisors, Inc 0.05% No change 1,223 $259K
Summit Financial Consulting LLC 0.24% — 1,210 $256K
Allworth Financial LP 0.00% Reduce -2.2% 1,223 $255K
CMT Capital Markets Trading GmbH 0.11% Reduce -80.1% 1,205 $255K
Leeward Financial Partners, LLC 0.10% Reduce -10.3% 1,203 $254K
Vestmark Advisory Solutions, Inc. 0.01% New 1,202 $254K
Accurate Wealth Management, LLC 0.05% New 1,260 $254K
Zhang Financial LLC 0.01% New 1,198 $253K
Bluefin Capital Management, LLC 0.21% — 1,194 $252K
Silvercrest Asset Management Group LLC 0.00% New 1,193 $252K
Advance Capital Management, Inc. 0.01% No change 1,186 $251K
Rollins Financial Advisors, LLC 0.04% Reduce -3.0% 1,185 $251K
Seros Financial, LLC 0.19% New 1,240 $250K
LM Advisors LLC 0.05% New 1,176 $249K
Americana Partners, LLC 0.01% Reduce -2.1% 1,164 $246K
Capital Investment Advisors, LLC 0.00% Add +0.3% 1,162 $246K
Tempus Wealth Planning, LLC 0.07% New 1,160 $245K
Pallas Capital Advisors LLC 0.01% Reduce -7.5% 1,156 $244K
Wealth Dimensions Group, Ltd. 0.06% No change 1,153 $244K
KFA Private Wealth Group, LLC 0.09% New 1,149 $243K
WESPAC Advisors, LLC 0.20% No change 1,146 $242K
EdgeRock Capital LLC 0.17% Reduce -34.0% 1,144 $242K
Cascade Investment Group, Inc. 0.19% Reduce -28.0% 1,142 $241K
Kathmere Capital Management, LLC 0.02% Reduce -6.3% 1,132 $239K
Angeles Wealth Management, LLC 0.02% No change 1,132 $239K
Archvest Wealth Advisors, Inc. 0.20% New 1,129 $239K
Alpha Cubed Investments, LLC 0.01% New 1,125 $238K
Welch & Forbes LLC 0.00% No change 1,118 $236K
Palo Alto Wealth Advisors, LLC 0.09% No change 955 $235K
Optivise Advisory Services LLC 0.13% New 1,104 $233K
Sequent Asset Management, LLC 0.13% Add +6.8% 1,100 $233K
1832 Asset Management L.P. 0.00% No change 1,100 $233K
Dale Q Rice Investment Management Ltd 0.12% New 1,090 $231K
Duncker Streett & Co. Inc. 0.05% No change 1,081 $229K
Mma Asset Management LLC 0.10% New 1,078 $228K
Marcum Wealth, LLC 0.02% Add +20.3% 1,069 $226K
Valmark Advisers, Inc. 0.00% Add +0.3% 1,064 $225K
Westshore Wealth, LLC 0.10% No change 1,060 $224K
Avaii Wealth Management, LLC 0.12% New 1,046 $221K
Ridgepath Capital Management LLC 0.11% No change 1,039 $220K
Leigh Baldwin & Co., LLC 0.18% New 1,038 $220K
Armstrong Advisory Group, Inc. 0.02% No change 901 $218K
Charter Oak Capital Management, LLC 0.02% Reduce -1.7% 1,022 $216K
Main Street Financial Solutions, LLC 0.02% Reduce -26.4% 1,022 $216K
Kanawha Capital Management LLC 0.02% No change 1,021 $216K
Semus Wealth Partners LLC 0.15% Reduce -28.3% 1,017 $215K
Harvest Investment Services, LLC 0.06% New 1,012 $214K
Wealthspire Advisors, LLC 0.00% Add +1.4% 1,008 $213K
Schmidt P J Investment Management Inc. 0.04% Reduce -10.3% 1,006 $213K
M3 Advisory Group, LLC 0.17% Add +1.8% 1,004 $212K
Nations Financial Group Inc, /Ia/ 0.02% Add +6.2% 1,001 $212K
Gruss & Co., LLC 0.92% Reduce -50.0% 1,000 $211K
FAS Wealth Partners, Inc. 0.02% Reduce -4.8% 1,000 $211K
WealthPlan Investment Management, LLC 0.02% Add +15.9% 999 $211K
FSA Advisors, Inc. 0.17% Add +3.4% 998 $211K
CI Investments Inc. 0.00% New 1,000 $211K
Gitterman Wealth Management, LLC 0.06% New 989 $209K
Mission Financial Group, LLC 0.19% — 537 $206K
AlTi Global, Inc. 0.01% No change 971 $205K
Diversified Trust Co. 0.01% New 970 $205K
Howe & Rusling Inc. 0.02% Reduce -4.5% 965 $204K
Legacy Advisory Services, LLC 0.17% Reduce -87.5% 965 $204K
Bravias Capital Group, LLC 0.16% Reduce -25.6% 960 $203K
RFG - Bristol Wealth Advisors, LLC 0.07% No change 958 $203K
McDonald Partners LLC 0.05% New 955 $202K
Legacy PCG, LLC 0.14% Add +6.7% 954 $202K
Evanson Asset Management, LLC 0.01% Reduce -9.5% 952 $201K
Quartz Partners, LLC 0.12% Reduce -53.3% 948 $200K
First Horizon Advisors, Inc. 0.01% Reduce -5.5% 923 $195K
Murphy & Mullick Capital Management Corp 0.19% Add +4.6% 911 $193K
Red Lighthouse Investment Management, LLC 0.08% No change 838 $189K
Blue Bell Private Wealth Management, LLC 0.04% No change 887 $188K
Atlantic Private Wealth, LLC 0.14% New 869 $184K
GeoWealth Management, LLC 0.01% Reduce -6.1% 868 $184K
Tidemark, LLC 0.07% Add +16.1% 867 $183K
Abound Wealth Management 0.06% No change 814 $172K
Webster Bank, N. A. 0.02% Add +14.3% 792 $167K
Sandy Spring Bank 0.01% Add +0.6% 788 $167K
Golden State Wealth Management, LLC 0.02% Reduce -31.3% 783 $166K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 775 $164K
Anfield Capital Management, LLC 0.06% Reduce -98.5% 771 $163K
Richards, Merrill & Peterson, Inc. 0.08% New 720 $152K
DiNuzzo Private Wealth, Inc. 0.02% No change 717 $152K
Goodman Advisory Group, LLC 0.05% New 714 $151K
Atlas Capital Advisors Inc. 0.02% Add +40.0% 700 $148K
Glenmede Trust Co. NA 0.00% Reduce -0.9% 682 $144K
Princeton Global Asset Management LLC 0.03% Add +175.7% 648 $137K
SVB Wealth LLC 0.01% New 624 $132K
Register Financial Advisors LLC 0.06% No change 580 $123K
Icon Wealth Advisors, LLC 0.01% Add +31.5% 563 $119K
Pacific Center for Financial Services 0.03% No change 561 $119K
Costello Asset Management, INC 0.05% New 554 $117K
Washington Trust Advisors, Inc. 0.01% No change 540 $114K
Coldstream Capital Management Inc. 0.00% New 537 $114K
Elevation Wealth Partners, LLC 0.05% Reduce -1.9% 531 $112K
HM Payson & Co. 0.00% No change 520 $110K
CNB Bank 0.06% Reduce -28.8% 516 $109K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -80.5% 500 $106K
Comprehensive Financial Planning, Inc. 0.10% No change 500 $106K
Marathon Trading Investment Management LLC 0.06% Add +79.2% 491 $104K
Lowe Wealth Advisors, LLC 0.04% Reduce -75.8% 471 $100K
Provenance Wealth Advisors, LLC 0.01% No change 450 $95K
Global Trust Asset Management, LLC 0.06% Reduce -77.2% 440 $93K
Oakworth Capital, Inc. 0.01% No change 434 $92K
Cullen/Frost Bankers, Inc. 0.00% Add +56.1% 412 $87K
Pandora Wealth, Inc. 0.06% — 400 $85K
North Star Investment Management Corp. 0.01% Add +193.4% 399 $84K
EverSource Wealth Advisors, LLC 0.00% Reduce -27.1% 371 $78K
Ameriflex Group, Inc. 0.03% Reduce -1.6% 368 $78K
Whittier Trust Co. of Nevada Inc. 0.00% New 355 $75K
Garde Capital, Inc. 0.00% Reduce -24.1% 352 $74K
Montag A & Associates Inc. 0.00% No change 350 $74K
GAMMA Investing LLC 0.01% Reduce -0.6% 348 $74K
TD Private Client Wealth LLC 0.00% No change 338 $71K
Deutsche Bank AG 0.00% No change 330 $70K
AllSquare Wealth Management LLC 0.04% No change 329 $70K
Cape Investment Advisory, Inc. 0.03% Reduce -48.2% 322 $68K
Activest Wealth Management 0.02% Reduce -41.3% 318 $67K
Capital Investment Advisory Services, LLC 0.01% Add +46.1% 317 $67K
Bartlett & Co. Wealth Management LLC 0.00% No change 315 $67K
Robinswood Financial LLC 0.02% Reduce -29.4% 309 $65K
Salomon & Ludwin, LLC 0.01% New 300 $63K
LRI Investments, LLC 0.01% No change 300 $63K
Fairscale Capital, LLC 0.06% Add +7.2% 297 $63K
Bokf, NA 0.00% No change 288 $61K
Hollencrest Capital Management 0.00% Reduce -8.8% 280 $59K
Blue Trust, Inc. 0.00% Add +103.7% 275 $58K
Front Row Advisors LLC 0.02% No change 273 $58K
Kiker Wealth Management, LLC 0.04% No change 270 $57K
Greykasell Wealth Strategies, Inc. 0.03% New 268 $57K
Joseph Group Capital Management 0.02% No change 260 $55K
Cypress Capital Management LLC (WY) 0.06% Reduce -2.7% 250 $53K
Archer Investment Corp 0.01% Add +0.8% 239 $51K
Russell Investments Group, Ltd. 0.00% Reduce -8.1% 237 $50K
EPG Wealth Management LLC 0.01% Reduce -1.7% 232 $49K
Capital A Wealth Management, LLC 0.05% Reduce -22.5% 231 $49K
Hughes Financial Services, LLC 0.01% New 228 $48K
Pinnacle Financial Partners Inc 0.00% No change 190 $46K
Cary Street Partners Investment Advisory LLC 0.03% Add +34.4% 215 $45K
Smithfield Trust Co 0.00% Add +73.6% 217 $45K
Davis Capital Management 0.04% Reduce -0.9% 210 $44K
SouthState Bank Corp 0.00% New 209 $44K
Centennial Bank 0.02% No change 200 $42K
Addison Advisors LLC 0.01% No change 200 $42K
TFC Financial Management, Inc. 0.01% No change 200 $42K
Avalon Trust Co 0.00% New 200 $42K
Breakwater Investment Management 0.02% No change 185 $39K
Arlington Trust Co LLC 0.01% Add +775.0% 175 $37K
Halbert Hargrove Global Advisors, LLC 0.00% No change 157 $33K
Salem Investment Counselors Inc. 0.00% No change 153 $32K
Signature Resources Capital Management, LLC 0.03% No change 150 $32K
Cardiff Park Advisors, LLC 0.00% No change 144 $30K
Guardian Wealth Advisors, LLC / NC 0.00% No change 138 $29K
Darwin Wealth Management, LLC 0.01% No change 118 $29K
Hemington Wealth Management 0.00% No change 131 $27K
Pineridge Advisors LLC 0.01% Reduce -46.3% 124 $26K
Olistico Wealth, LLC 0.02% No change 124 $26K
Glass Jacobson Investment Advisors llc 0.01% No change 107 $26K
Carolinas Wealth Consulting LLC 0.01% Add +29.0% 120 $25K
Powell Investment Advisors, LLC 0.01% Add +62.5% 117 $25K
Arax Advisory Partners 0.00% New 114 $24K
Creekmur Asset Management LLC 0.01% No change 113 $24K
Financial Management Professionals, Inc. 0.00% No change 113 $24K
Silicon Valley Capital Partners 0.00% No change 112 $24K
Painted Porch Advisors LLC 0.01% Add +250.0% 112 $24K
TD Capital Management LLC 0.00% No change 110 $23K
Evelyn Partners Asset Management Ltd 0.01% No change 104 $22K
Fifth Third Bancorp 0.00% Reduce -32.9% 104 $22K
Hartford Financial Management Inc. 0.00% No change 102 $22K
Trust Co. of Vermont 0.00% No change 102 $22K
Clark Wealth Partners 0.02% Reduce -41.3% 101 $21K
Kathleen S. Wright Associates Inc. 0.01% No change 100 $21K
Key Financial Inc 0.00% No change 98 $21K
JFS Wealth Advisors, LLC 0.00% Reduce -32.1% 95 $20K
Luminist Capital LLC 0.02% Reduce -22.8% 95 $20K
Northwest Capital Management Inc 0.01% No change 87 $18K
Central Pacific Bank - Trust Division 0.00% No change 85 $18K
Roxbury Financial LLC 0.02% Reduce -6.1% 77 $18K
Physician Wealth Advisors, Inc. 0.00% No change 84 $18K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 82 $17K
Tucker Asset Management LLC 0.01% Add +19.1% 81 $17K
Wolff Wiese Magana LLC 0.01% Add +138.2% 81 $17K
Running Point Capital Advisors, LLC 0.01% No change 80 $17K
Mather Group, Llc. 0.00% Reduce -23.8% 80 $17K
Crewe Advisors LLC 0.00% No change 79 $17K
Rosenberg Matthew Hamilton 0.00% New 79 $17K
Horizon Financial Services, LLC 0.01% Reduce -62.6% 77 $16K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 73 $15K
CENTRAL TRUST Co 0.00% No change 72 $15K
Hazlett, Burt & Watson, Inc. 0.01% Add +20.0% 72 $15K
Barrett & Company, Inc. 0.01% No change 70 $15K
Bellwether Advisors, LLC 0.00% No change 62 $13K
Quest 10 Wealth Builders, Inc. 0.01% No change 60 $13K
Center for Financial Planning, Inc. 0.00% No change 56 $12K
Nemes Rush Group LLC 0.00% No change 56 $12K
Peoples Bank 0.01% No change 52 $11K
BankPlus Trust Department 0.00% Add +225.0% 52 $11K
Clearstead Advisors, LLC 0.00% Reduce -99.0% 50 $11K
Stonebridge Financial Group, LLC 0.00% New 46 $10K
Chesapeake Asset Management LLC 0.01% No change 46 $10K
Realta Investment Advisors 0.00% Reduce -45.8% 45 $10K
Harbor Investment Advisory, LLC 0.00% Reduce -31.8% 45 $10K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 39 $8K
Main Street Group, LTD 0.00% No change 37 $8K
Aspect Partners, LLC 0.00% No change 36 $8K
Global Wealth Strategies & Associates 0.00% New 34 $7K
Cornerstone National Bank & Trust Co 0.00% No change 32 $7K
N.E.W. Advisory Services LLC 0.00% New 30 $6K
City State Bank 0.00% Reduce -44.4% 25 $5K
TruNorth Capital Management, LLC 0.00% No change 25 $5K
Whittier Trust Co. 0.00% No change 25 $5K
Beacon Capital Management, LLC 0.00% No change 24 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $5K
Continuum Advisory, LLC 0.00% No change 23 $5K
Accredited Wealth Management, LLC 0.00% No change 20 $4K
Albion Financial Group 0.00% No change 20 $4K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 20 $4K
CVA Family Office, LLC 0.00% No change 20 $4K
Stone House Investment Management, LLC 0.00% New 19 $4K
VSM Wealth Advisory, LLC 0.00% Add +125.0% 18 $4K
Gould Capital, LLC 0.00% No change 15 $3K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -100.0% 14 $3K
Logan Capital Management Inc. 0.00% No change 14 $3K
Medallion Wealth Advisors, LLC 0.00% No change 14 $3K
Transce3nd, LLC 0.00% Add +16.7% 14 $3K
Elequin Capital, LP 0.00% Reduce -76.7% 14 $3K
Private Wealth Management Group, LLC 0.00% No change 11 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 11 $2K
MPWM Advisory Solutions, LLC 0.00% Reduce -90.9% 10 $2K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 10 $2K
Pittenger & Anderson Inc. 0.00% No change 10 $2K
Vision Financial Markets LLC 0.00% New 8 $2K
New England Capital Financial Advisors LLC 0.00% No change 6 $1K
Atticus Wealth Management, LLC 0.00% No change 6 $1K
Horrell Capital Management, Inc. 0.00% No change 5 $1K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 5 $1K
Bangor Savings Bank 0.00% No change 4 $846
Atwood & Palmer Inc. 0.00% No change 4 $764
Fortitude Family Office, LLC 0.00% No change 3 $634
PEAK6 LLC 0.00% Reduce -100.0% 3 $566
Ritter Daniher Financial Advisory LLC / DE 0.00% New 2 $431
Gold Investment Management Ltd. 0.00% Reduce -50.0% 2 $423
Quadrant Capital Group LLC 0.00% Reduce -94.7% 2 $423

"% of holder's portfolio" is SMH's weight in each manager's 13F, not the share of Vaneck Semiconductor ETF the manager owns.