Vaneck Semiconductor ETFSMHETF

13F holders, Q2 2025 (June 30)
1,016holders +98
180new positions
86sold out
7famous investors
$278.94avg. 13F price*

At the end of Q2 2025, 1,016 institutions reported holding Vaneck Semiconductor ETF (SMH) in their 13F filings, up 98 from Q1 2025. 180 opened new positions and 86 sold out. The largest holders were Bank of America Corp. ($3.5B), BNP Paribas Financial Markets ($593.4M) and LPL Financial LLC ($576.9M). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions180$698.6M
Exits86$344.6M

All 13F filers, Q1 2025 → Q2 2025: 8,102,979 shares bought and 8,377,744 shares sold, net −274,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,016 holders

Bank of America Corp. 0.28% Reduce -3.4% 12,469,904 $3.5B
BNP Paribas Financial Markets 0.47% Add +6.8% 2,127,915 $593.4M
LPL Financial LLC 0.19% Add +8.7% 2,068,774 $576.9M
Morgan Stanley 0.03% Add +1.7% 1,830,670 $510.5M
UBS Group AG 0.10% Reduce -22.1% 1,672,076 $466.3M
JPMorgan Chase & Co. 0.03% Add +93.3% 1,458,395 $406.7M
Goldman Sachs Group Inc. 0.06% Reduce -48.2% 1,386,710 $386.7M
Jane Street Group, LLC 0.63% Add +19.6% 1,373,335 $383.0M
Healthcare of Ontario Pension Plan Trust Fund 0.65% Reduce -34.8% 1,150,000 $320.7M
Main Management ETF Advisors, LLC 10.97% Reduce -66.3% 946,155 $263.9M
Wells Fargo & Company 0.05% Add +20.5% 745,205 $207.8M
Citigroup Inc. 0.14% Add +11.7% 717,809 $200.2M
Bank of Montreal 0.09% Add +657.6% 656,227 $183.0M
Saudi Central Bank 6.85% New 602,006 $167.9M
Royal Bank of Canada 0.03% Add +26.0% 578,587 $161.4M
Menora Mivtachim Holdings LTD. 0.92% Add +15.5% 573,500 $159.9M
Raymond James Financial Inc. 0.05% Add +8.3% 534,989 $149.2M
Northwestern Mutual Wealth Management Co. 0.10% Add +8.5% 485,249 $135.3M
Meitav Investment House Ltd. 1.79% Add +25.9% 475,332 $132.6M
Migdal Insurance & Financial Holdings Ltd. 1.50% Add +3235614.3% 453,000 $126.3M
Barclays PLC 0.05% Add +502.3% 417,913 $116.5M
Cetera Investment Advisers 0.19% Add +3.9% 405,109 $113.0M
Main Management Fund Advisors LLC 13.40% Add +8.8% 403,000 $112.4M
Harel Insurance Investments & Financial Services Ltd. 1.21% Add +7.0% 380,768 $106.2M
Belvedere Trading LLC 8.31% New 378,298 $105.5M
Main Management LLC 6.86% Add +4.8% 312,654 $87.2M
Nwi Management LP 7.91% Add +10200.0% 309,000 $86.2M
Twin Tree Management, LP 2.01% Add +224.0% 286,282 $79.8M
Ameriprise Financial Inc. 0.02% Reduce -0.6% 284,681 $79.4M
Envestnet Asset Management Inc. 0.02% Add +0.6% 284,591 $79.4M
MML Investors Services, LLC 0.23% Add +9.4% 280,701 $78.3M
Susquehanna International Group, LLP 0.12% Add +100.3% 273,339 $76.2M
Rockefeller Capital Management L.P. 0.17% Reduce -2.3% 270,370 $75.4M
Osaic Holdings, Inc. 0.13% Add +2.3% 255,415 $71.1M
Commonwealth Equity Services, LLC 0.09% Add +6.3% 245,052 $68.3M
Clal Insurance Enterprises Holdings Ltd 0.62% New 225,000 $62.7M
Portfolio Strategies, Inc. 8.08% Reduce -2.7% 222,509 $62.0M
Allianz SE 1.31% New 199,097 $55.5M
FIL Ltd 0.05% Add +331.2% 198,696 $55.4M
Cambridge Investment Research Advisors, Inc. 0.16% Reduce -0.7% 191,449 $53.4M
Diversified Enterprises, LLC 3.98% Add +5.5% 191,324 $53.4M
Balyasny Asset Management L.P. 0.12% Add +822.5% 187,505 $52.3M
Fisher Asset Management 0.02% Reduce -17.5% 173,139 $48.3M
Moss Adams Wealth Advisors LLC 4.25% Add +4.2% 167,949 $46.8M
BlackRock, Inc. 0.00% Add +0.8% 165,095 $46.0M
Thrivent Financial for Lutherans 0.10% Add +85.1% 157,280 $43.9M
LMR Partners LLP 0.99% Add +10500.8% 156,256 $43.6M
Stifel Financial Corp. 0.04% Add +1.6% 145,863 $40.7M
Phoenix Financial Ltd. 0.50% Add +273.2% 135,801 $37.9M
NewEdge Wealth, LLC 0.56% Add +3.8% 122,969 $35.8M
Miller Investment Management, LP 3.49% Add +0.1% 119,031 $33.2M
Soros Capital Management LLC 9.61% New 113,100 $31.5M
Jones Financial Companies LLLP 0.02% Add +30.1% 109,213 $30.4M
RiverFront Investment Group, LLC 0.59% Add +16.1% 108,535 $30.3M
TruWealth Advisors, LLC 1.65% Add +2.1% 107,517 $30.0M
Tudor Investment Corporation 0.23% Add +16.0% 106,668 $29.7M
J.Safra Asset Management Corp 1.99% Add +1.3% 102,228 $28.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.05% Add +26.6% 101,511 $28.3M
Private Advisor Group, LLC 0.15% Add +11.8% 100,553 $28.0M
Rezny Wealth Management, Inc. 6.50% Add +2.2% 95,120 $26.5M
Mariner, LLC 0.04% Add +15.3% 90,144 $25.1M
Round Rock Advisors LLC 4.32% Add +0.7% 89,856 $25.1M
Verition Fund Management LLC 0.15% Reduce -49.2% 87,797 $24.5M
Wealthfront Advisers LLC 0.06% Add +16.3% 87,077 $24.3M
D. E. Shaw & Co. 0.02% Add +21.4% 82,035 $22.9M
Kraft, Davis & Associates, LLC 6.23% Add +54.1% 77,868 $22.7M
Yarbrough Capital, LLC 0.81% No change 81,148 $22.6M
Kestra Advisory Services, LLC 0.11% Reduce -0.5% 81,032 $22.6M
Kozak & Associates, Inc. 4.35% Add +1.3% 74,706 $21.3M
Focus Partners Wealth 0.04% Add +39.4% 73,695 $20.6M
Lyell Wealth Management, LP 1.60% Add +6.2% 72,746 $20.3M
Black Swift Group, LLC 3.98% New 70,631 $19.7M
Marks Wealth, LLC 6.23% New 68,859 $19.2M
Blair William & Co. 0.05% Reduce -20.3% 68,856 $19.2M
Pine Ridge Advisers LLC 1.21% Add +34.5% 68,165 $19.0M
Cibc World Market Inc. 0.04% Add +65.0% 67,485 $18.8M
TD Waterhouse Canada Inc. 0.13% Reduce -0.2% 67,921 $18.7M
Janney Montgomery Scott LLC 0.05% Add +1.3% 66,694 $18.6M
WESPAC Advisors SoCal, LLC 4.10% Reduce -1.4% 65,820 $18.4M
Parallax Volatility Advisers, L.P. 0.88% Reduce -67.0% 64,457 $18.0M
Principle Wealth Partners LLC 1.11% Reduce -9.6% 63,913 $17.8M
Nan Shan Life Insurance Co., Ltd. 0.40% Reduce -38.0% 63,871 $17.8M
Prospera Financial Services Inc 0.33% Add +9.9% 62,878 $17.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2.63% New 61,300 $17.1M
Harbour Investments, Inc. 0.42% Add +11.8% 60,157 $16.8M
Lido Advisors, LLC 0.09% Add +0.7% 59,184 $16.5M
Atria Wealth Solutions, Inc. 0.36% Reduce -31.7% 57,735 $16.1M
Scotia Capital Inc. 0.07% Add +6.6% 55,194 $15.4M
Prudential PLC 0.09% New 54,850 $15.3M
Rothschild Capital Partners, LLC 4.00% No change 54,664 $15.2M
Avantax Advisory Services, Inc. 0.08% Add +1.9% 52,924 $14.8M
Independent Financial Group, LLC 0.41% Add +33.2% 52,861 $14.7M
Cavalier Investments, LLC 4.33% Reduce -12.5% 51,232 $14.3M
Concurrent Investment Advisors, LLC 0.28% Reduce -1.6% 51,010 $14.2M
Altfest L J & Co. Inc. 1.67% Add +1132.7% 50,724 $14.1M
Apexium Financial, LP 0.75% Add +21.1% 50,611 $14.1M
Mason & Associates Inc 3.25% Reduce -2.0% 50,512 $14.1M
Orion Porfolio Solutions, LLC 0.12% Add +17.8% 50,377 $14.0M
Sowell Financial Services LLC 0.57% Reduce -6.2% 49,961 $13.9M
Fifth Third Securities, Inc. 1.04% Add +4.9% 49,862 $13.9M
Steward Partners Investment Advisory, LLC 0.11% Add +31.3% 49,716 $13.9M
AE Wealth Management LLC 0.10% Add +168.8% 49,509 $13.8M
Equitable Holdings, Inc. 0.11% Add +11.9% 49,361 $13.8M
Park Avenue Securities LLC 0.13% Add +9.4% 49,205 $13.7M
Truist Financial Corp. 0.02% Add +7.4% 46,605 $13.0M
Baird Financial Group, Inc. 0.02% Add +39.5% 45,647 $12.7M
Apollon Wealth Management, LLC 0.25% Add +28.1% 45,606 $12.7M
Parker Investment Management, LLC 1.92% New 45,022 $12.6M
NFSG Corp 2.02% Add +16.6% 44,600 $12.4M
Petredis Investment Advisors LLC 1.09% Add +5.9% 44,392 $12.4M
Schorn Wealth LLC 4.05% Reduce -6.4% 43,862 $12.2M
MMBG Investment Advisors Co. 1.22% Reduce -3.6% 43,818 $12.2M
Absolute Capital Management, LLC 5.97% Add +2.4% 42,624 $11.9M
Merit Financial Group, LLC 0.13% Reduce -18.5% 42,529 $11.9M
Avalon Capital Management 3.12% Add +314.0% 41,588 $11.6M
HAP Trading, LLC 4.97% New 40,961 $11.4M
Jump Financial, LLC 0.14% Reduce -65.5% 40,089 $11.2M
Noked Israel Ltd 2.06% New 40,000 $11.2M
University of Illinois Foundation 4.39% New 39,502 $11.0M
Valence8 US LP 4.56% New 38,886 $10.8M
Great Valley Advisor Group, Inc. 0.24% Reduce -41.4% 38,268 $10.7M
Jackson Wealth Management, LLC 1.14% Reduce -0.3% 37,717 $10.5M
U.S. Capital Wealth Advisors, LLC 0.31% Add +2.2% 37,519 $10.5M
Woodline Partners LP 0.05% Reduce -31.1% 37,223 $10.4M
Polymer Capital Management (US) LLC 1.69% New 37,000 $10.3M
Diversify Advisory Services, LLC 0.39% Add +1050.3% 34,326 $10.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.26% Add +28.5% 36,861 $10.3M
Joseph P. Lucia & Associates, LLC 4.18% Reduce -1.9% 36,654 $10.2M
Mfa Wealth Advisors, LLC 2.40% Add +85.2% 36,632 $10.2M
Creative Planning 0.01% Add +3.1% 36,415 $10.2M
Millennium Management 0.01% Reduce -90.8% 35,471 $9.9M
Plotkin Financial Advisors, LLC 5.45% Reduce -0.3% 35,432 $9.9M
Horizon Wealth Management, LLC 1.73% Reduce -45.6% 35,411 $9.9M
TCP Asset Management, LLC 1.96% Add +5.1% 35,408 $9.9M
Rye Brook Capital LLC 10.28% Add +16.5% 35,350 $9.9M
Kingsview Wealth Management, LLC 0.17% Add +0.8% 35,331 $9.9M
J.W. Cole Advisors, Inc. 0.21% Add +46.9% 34,701 $9.7M
SBI Securities Co., Ltd. 0.28% Add +2.9% 34,639 $9.7M
HighTower Advisors, LLC 0.01% Reduce -4.8% 34,402 $9.6M
Sanctuary Advisors, LLC 0.06% Add +2.6% 33,236 $9.3M
Ring Mountain Capital, LLC 5.58% Add +9.3% 31,554 $9.2M
NewEdge Advisors, LLC 0.05% Add +87.0% 31,787 $8.9M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -1.0% 31,780 $8.9M
Penobscot Investment Management Company, Inc. 0.76% Reduce -2.9% 31,705 $8.8M
CreativeOne Wealth, LLC 0.23% Reduce -10.1% 31,574 $8.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +19.9% 30,737 $8.7M
Principal Securities, Inc. 0.16% Add +37.5% 31,053 $8.7M
Man Group plc 0.02% New 30,709 $8.6M
Csenge Advisory Group 0.45% Add +1.9% 35,561 $8.5M
Tamar Securities, LLC 1.04% Add +4.3% 30,554 $8.5M
Ferguson Wellman Capital Management, Inc. 0.15% New 30,530 $8.5M
Kwmg, LLC 0.79% Add +1.4% 30,099 $8.4M
IAM Advisory, LLC 1.98% Reduce -1.0% 29,571 $8.2M
Decker Retirement Planning Inc. 4.70% New 29,116 $8.1M
WT Wealth Management 2.37% Reduce -2.5% 28,695 $8.0M
Mercer Global Advisors Inc. 0.02% Add +20.5% 28,660 $8.0M
Woodmont Investment Counsel LLC 0.52% Reduce -7.4% 28,271 $7.9M
Nwam LLC 0.45% Add +140.3% 27,491 $7.8M
Global Retirement Partners, LLC 0.19% — 27,532 $7.7M
Wealthcare Advisory Partners LLC 0.17% Add +535.2% 27,436 $7.7M
Concentrum Wealth Management 2.36% Add +94.6% 26,942 $7.5M
Madrona Financial Services, LLC 1.80% Reduce -3.3% 26,942 $7.5M
Integrated Wealth Concepts LLC 0.07% Add +8.0% 26,527 $7.4M
Optiver Holding B.V. 0.20% New 26,507 $7.4M
Kickstand Ventures, Llc. 1.71% Add +72.5% 26,217 $7.3M
Snowden Capital Advisors LLC 0.22% Reduce -6.5% 26,057 $7.3M
Mutual Advisors, LLC 0.18% Add +54.7% 25,139 $7.2M
Level Four Advisory Services, LLC 0.27% Add +3.8% 25,857 $7.2M
Guerra Advisors Inc 3.41% Reduce -3.9% 25,843 $7.2M
Strategic Wealth Partners, Ltd. 0.57% — 25,759 $7.2M
D.A. Davidson & Co. 0.05% Add +27.7% 25,752 $7.2M
Beacon Pointe Advisors, LLC 0.08% Reduce -8.2% 25,751 $7.2M
Hudock, Inc. 1.14% Add +42.6% 25,474 $7.1M
EHP Funds Inc. 8.13% Reduce -45.7% 25,400 $7.1M
EP Wealth Advisors, LLC 0.05% Reduce -4.8% 25,017 $7.0M
AJ Advisors, LLC 3.09% New 24,867 $6.9M
IHT Wealth Management, LLC 0.19% Reduce -9.6% 24,638 $6.9M
Kestra Private Wealth Services, LLC 0.10% Add +7.1% 24,136 $6.7M
Waverly Advisors, LLC 0.07% Add +92.3% 23,962 $6.7M
Perkins Coie Trust Co 1.13% Add +0.3% 23,837 $6.6M
PFG Advisors 0.30% Reduce -15.1% 23,038 $6.4M
Stratos Wealth Partners, LTD. 0.09% Add +2.0% 22,599 $6.3M
Brookstone Capital Management 0.08% Add +105.0% 22,368 $6.2M
Edmond DE Rothschild Holding S.A. 0.10% Reduce -2.4% 22,145 $6.2M
Assetmark, Inc. 0.01% Add +24.2% 21,780 $6.1M
Crown Wealth Group, LLC 2.28% Add +149.5% 21,755 $6.1M
Cresset Asset Management, LLC 0.03% Add +11.2% 21,269 $5.9M
Atria Investments, Inc 0.07% Add +9.8% 21,156 $5.9M
Flagship Harbor Advisors, LLC 0.28% Add +82.4% 20,913 $5.8M
Orleans Capital Management Corp. 3.09% Add +4.3% 20,869 $5.8M
Cornerstone Wealth Management, LLC 0.35% Add +11.8% 20,772 $5.8M
Bay Rivers Group 2.64% Add +1.9% 20,660 $5.8M
Graham Capital Management, L.P. 0.17% New 20,500 $5.7M
FMR LLC 0.00% Reduce -7.3% 20,158 $5.6M
Symmetry Investments LP 0.47% New 20,100 $5.6M
Wealth Quarterback LLC 2.65% Add +93.0% 20,064 $5.6M
Sigma Planning Corp 0.16% Reduce -20.0% 19,596 $5.5M
Milestones Private Investment Advisors LLC 3.90% — 18,879 $5.3M
Financial Freedom, LLC 2.82% Reduce -0.3% 18,733 $5.2M
StoneCrest Wealth Management, Inc. 2.49% Reduce -6.3% 18,731 $5.2M
World Investment Advisors 0.12% Add +0.2% 18,683 $5.2M
Aragon Global Management, LP 2.09% Reduce -84.8% 18,600 $5.2M
Ayalon Insurance Comp Ltd. 1.49% No change 18,501 $5.2M
Jefferies Financial Group Inc. 0.09% Add +21.8% 18,390 $5.1M
SCS Capital Management LLC 0.06% Reduce -2.2% 18,364 $5.1M
Consolidated Capital Management, LLC 1.83% Add +15.3% 18,142 $5.1M
Institute for Wealth Management, LLC. 0.56% Reduce -6.1% 17,833 $5.0M
Sig Brokerage, LP 1.32% New 17,261 $4.8M
Y.D. More Investments Ltd 0.33% Add +10.5% 17,003 $4.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.65% Reduce -5.5% 16,968 $4.7M
Oppenheimer & Co. Inc. 0.06% Reduce -40.5% 16,965 $4.7M
Lowery Thomas, LLC 2.99% Reduce -10.1% 16,749 $4.7M
Means Investment Co., Inc. 0.44% Reduce -11.3% 16,727 $4.7M
SFI Advisors, LLC 3.12% Add +310.7% 16,154 $4.5M
B. Riley Wealth Advisors, Inc. 0.22% Reduce -9.6% 15,964 $4.5M
Westwood Wealth Management 1.48% Reduce -4.2% 15,815 $4.4M
Advisory Services Network, LLC 0.07% Reduce -2.8% 15,253 $4.4M
Tower Research Capital LLC (TRC) 0.12% Reduce -12.9% 15,540 $4.3M
Ameritas Advisory Services, LLC 0.22% Reduce -34.3% 15,216 $4.2M
Waterloo Capital, L.P. 0.34% New 15,178 $4.2M
Stephens Inc. 0.06% Add +578.8% 14,940 $4.2M
ARS Investment Partners, LLC 0.30% Reduce -10.3% 14,934 $4.2M
Spire Wealth Management 0.15% Reduce -62.0% 14,872 $4.1M
Larson Financial Group LLC 0.16% Add +15.9% 14,679 $4.1M
Signal Advisors Wealth, LLC 0.32% Add +13.0% 14,639 $4.1M
Wedbush Securities Inc. 0.14% Reduce -1.8% 14,621 $4.1M
Pennsylvania Capital Management Inc. 1.30% Reduce -33.4% 14,579 $4.1M
Centaurus Financial, Inc. 0.24% Reduce -1.6% 14,575 $4.1M
Wolverine Trading, LLC 0.10% New 14,430 $4.0M
NTV Asset Management LLC 0.48% Add +2.2% 14,297 $4.0M
BLVD Private Wealth, LLC 3.72% — 14,165 $4.0M
Peapack Gladstone Financial Corp. 0.06% Add +1.3% 14,114 $3.9M
Wellington Shields Capital Management, LLC 0.66% Reduce -42.3% 13,911 $3.9M
Ashton Thomas Private Wealth, LLC 0.13% Add +173.3% 13,701 $3.8M
Krilogy Financial LLC 0.22% Add +7.8% 13,550 $3.8M
McGuire Investment Group, LLC 0.48% Add +4.8% 13,477 $3.8M
Schonfeld Strategic Advisors LLC 0.03% Reduce -42.7% 13,408 $3.7M
Flow Traders U.S. LLC 0.14% New 13,273 $3.7M
Destination Wealth Management 0.11% Reduce -0.1% 13,236 $3.7M
Castle Rock Wealth Management, LLC 0.86% Reduce -11.9% 12,563 $3.7M
Aft, Forsyth & Sober, LLC 1.22% No change 13,000 $3.6M
Hall Capital Management Co. Inc. 1.52% Add +0.3% 12,867 $3.6M
Ausdal Financial Partners, Inc. 0.24% Add +22.5% 12,821 $3.6M
Western Wealth Management, LLC 0.21% Add +4.4% 12,760 $3.6M
Money Concepts Capital Corp. 0.24% Reduce -2.2% 12,680 $3.5M
Cibc World Markets Corp. 0.02% Reduce -5.1% 12,575 $3.5M
PFG Investments, LLC 0.20% Reduce -3.5% 12,443 $3.5M
Credit Industriel Et Commercial 0.74% Reduce -38.3% 12,377 $3.5M
Pinnacle Associates Ltd. 0.05% Reduce -0.1% 12,314 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Add +22.4% 12,305 $3.4M
Sims Investment Management, LLC 1.35% Add +28.9% 12,069 $3.4M
Capstone Investment Advisors, LLC 0.03% Reduce -42.0% 12,040 $3.4M
KCM Investment Advisors LLC 0.11% Reduce -35.8% 11,964 $3.3M
HRT Financial LP 0.01% Add +118.0% 11,923 $3.3M
Foguth Wealth Management, LLC. 0.71% Reduce -9.7% 11,846 $3.3M
Kingswood Wealth Advisors, LLC 0.26% Add +5.7% 11,832 $3.3M
Kaizen Financial Strategies 1.64% Reduce -0.7% 11,511 $3.2M
Empowered Funds, LLC 0.03% Reduce -6.1% 11,069 $3.1M
MADDEN SECURITIES Corp 1.04% Add +28.8% 10,889 $3.0M
Telos Capital Management, Inc. 0.31% New 10,813 $3.0M
Alexis Investment Partners, LLC 1.29% Reduce -9.6% 10,718 $3.0M
Creative Financial Designs Inc. 0.21% Add +488.1% 10,692 $3.0M
CoreCap Advisors, LLC 0.12% Add +48.8% 10,668 $3.0M
Cannon Advisors, Inc. 2.37% New 10,544 $2.9M
HSBC Holdings PLC 0.00% Reduce -70.9% 10,534 $2.9M
Paragon Advisors, LLC 0.76% Add +14.1% 10,483 $2.9M
5th Street Advisors, LLC 1.45% Reduce -0.1% 10,481 $2.9M
Quattro Financial Advisors LLC 1.03% Reduce -6.3% 10,478 $2.9M
Richmond Investment Services, LLC 0.62% Add +208.0% 10,462 $2.9M
CMT Capital Markets Trading GmbH 1.40% Add +766.1% 10,437 $2.9M
Westside Investment Management, Inc. 0.54% Add +20.7% 10,380 $2.9M
Comerica Bank 0.01% Add +1.9% 10,271 $2.9M
Capital Markets Trading UK LLP 3.22% Reduce -32.3% 10,169 $2.8M
Sage Mountain Advisors LLC 0.18% Add +110.3% 10,136 $2.8M
Modern Wealth Management, LLC 0.07% Add +3.4% 10,044 $2.8M
Belpointe Asset Management LLC 0.12% Add +9.4% 10,026 $2.8M
Quaker Wealth Management, LLC 0.94% — 10,012 $2.8M
HBW Advisory Services LLC 0.34% Add +13.5% 9,971 $2.8M
National Bank of Canada 0.00% Add +8.7% 9,907 $2.8M
Advyzon Investment Management, LLC 0.61% New 9,844 $2.7M
Parallel Advisors, LLC 0.05% Reduce -3.5% 9,732 $2.7M
Cwm, LLC 0.01% Add +4.5% 9,720 $2.7M
1248 Management, LLC 1.00% No change 9,715 $2.7M
Quantbot Technologies LP 0.07% Reduce -25.6% 9,697 $2.7M
Arkadios Wealth Advisors 0.08% Add +3.4% 9,639 $2.7M
Eclectic Associates Inc. 0.58% Reduce -21.9% 9,625 $2.7M
Kera Capital Partners, Inc. 0.52% Add +235.2% 9,526 $2.7M
Moneco Advisors, LLC 0.24% Reduce -2.8% 9,395 $2.6M
Insigneo Advisory Services, LLC 0.22% Add +6.8% 9,119 $2.5M
Ciovacco Capital Management LLC 1.38% Reduce -49.9% 9,069 $2.5M
Mezzasalma Advisors, LLC 0.75% Add +1.6% 8,978 $2.5M
PCG Wealth Advisors, LLC 1.27% Add +27.8% 8,902 $2.5M
WealthBridge Investment Counsel Inc. 0.80% Add +21.9% 8,825 $2.5M
Valley National Advisers Inc. 0.40% Add +5.0% 8,821 $2.5M
Snider Financial Group 0.71% Add +160.1% 8,768 $2.4M
International Assets Investment Management, LLC 0.20% Add +20.7% 8,692 $2.4M
Robertson Stephens Wealth Management, LLC 0.08% Add +1.3% 8,687 $2.4M
Atom Investors LP 0.21% Add +89.4% 8,686 $2.4M
StoneX Group Inc. 0.12% Add +15.6% 8,671 $2.4M
Arcataur Capital Management LLC 0.75% No change 8,591 $2.4M
Burke & Herbert Bank & Trust Co. 0.54% Add +3.5% 8,580 $2.4M
Innealta Capital, LLC 1.26% New 8,557 $2.4M
Tsfg, LLC 0.43% Reduce -3.3% 8,501 $2.4M
Shay Capital LLC 0.54% Reduce -5.3% 8,450 $2.4M
Mgo One Seven LLC 0.08% Reduce -20.8% 8,348 $2.3M
Future Financial Wealth Managment LLC 1.57% Add +3.7% 8,287 $2.3M
FRG Family Wealth Advisors LLC 0.40% Add +60.6% 8,203 $2.3M
Federation des caisses Desjardins du Quebec 0.01% Add +2.0% 8,185 $2.3M
Prairie Wealth Advisors, Inc. 0.97% Reduce -0.4% 8,162 $2.3M
Concord Asset Management, LLC 0.34% Reduce -18.9% 8,141 $2.3M
Concord Wealth Partners 0.33% Reduce -12.1% 8,141 $2.3M
Cerity Partners LLC 0.00% Add +23.7% 8,118 $2.3M
SteelPeak Wealth, LLC 0.09% Reduce -6.0% 7,995 $2.2M
One Capital Management, LLC 0.08% Reduce -63.2% 7,986 $2.2M
Vontobel Holding Ltd. 0.01% Reduce -54.0% 7,896 $2.2M
Claro Advisors Inc. 0.36% Reduce -1.2% 7,876 $2.2M
Calton & Associates, Inc. 0.38% Add +15.7% 7,849 $2.2M
Foundations Investment Advisors, LLC 0.03% Add +46.0% 7,848 $2.2M
Scientech Research LLC 0.53% Add +138.8% 7,837 $2.2M
Three Magnolias Financial Advisors, LLC 1.52% Reduce -6.3% 7,808 $2.2M
XTX Topco Ltd 0.09% New 7,728 $2.2M
Perigon Wealth Management, LLC 0.05% Reduce -9.0% 7,645 $2.1M
Symphony Financial Services, Inc. 1.27% Add +1.7% 7,617 $2.1M
Bluesphere Advisors LLC 1.05% Add +4.9% 7,559 $2.1M
Transcendent Capital Group LLC 1.08% New 7,550 $2.1M
Choreo, LLC 0.03% Reduce -3.5% 7,310 $2.0M
Walleye Capital LLC 0.02% New 7,298 $2.0M
Advisor Resource Council 1.00% New 7,278 $2.0M
Van Eck Associates Corp. 0.00% Reduce -71.9% 7,101 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -1.3% 7,051 $2.0M
Schear Investment Advisers, LLC 0.97% New 7,027 $2.0M
Ignite Planners, LLC 0.34% Add +2.0% 6,721 $2.0M
Delos Wealth Advisors, LLC 1.52% Reduce -5.5% 6,994 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.08% Reduce -92.7% 6,966 $1.9M
Independent Advisor Alliance 0.06% New 6,840 $1.9M
Carnegie Investment Counsel 0.04% Add +134.4% 6,802 $1.9M
Dumont & Blake Investment Advisors LLC 0.49% Reduce -0.2% 6,752 $1.9M
Joel Isaacson & Co., LLC 0.08% No change 6,731 $1.9M
Tactive Advisors, LLC 0.60% — 6,649 $1.9M
SeaCrest Wealth Management, LLC 0.20% Reduce -11.0% 6,610 $1.8M
Able Wealth Management LLC 0.92% Add +17.2% 6,575 $1.8M
Garden State Investment Advisory Services LLC 0.49% Reduce -33.4% 6,511 $1.8M
Providence First Trust Co 0.64% Reduce -4.1% 6,501 $1.8M
Klingenstein Fields & Co. LP 0.07% Reduce -2.3% 6,486 $1.8M
Beaumont Financial Advisors, LLC 0.13% Add +416.6% 6,473 $1.8M
Advisors Management Group Inc. 0.34% Add +2.0% 6,465 $1.8M
Integrity Alliance, Llc. 0.10% Reduce -45.8% 6,375 $1.8M
Geneos Wealth Management Inc. 0.04% Add +7.8% 6,246 $1.7M
Financial Advocates Investment Management 0.14% Reduce -50.8% 6,107 $1.7M
HB Wealth Management, LLC 0.01% Reduce -34.2% 6,070 $1.7M
Mascagni Wealth Management, Inc. 1.43% Reduce -17.5% 6,015 $1.7M
Piscataqua Savings Bank 1.39% Reduce -0.6% 5,955 $1.7M
Summit Financial, LLC 0.04% Add +156.2% 5,867 $1.6M
Wisconsin Wealth Advisors, LLC 1.87% Add +6.6% 5,840 $1.6M
Regal Investment Advisors LLC 0.12% Reduce -7.4% 5,835 $1.6M
Greenwood Gearhart LLC 0.10% New 5,813 $1.6M
Heritage Oak Wealth Advisors LLC 0.64% Reduce -0.3% 5,803 $1.6M
MAI Capital Management 0.01% Add +10.2% 5,797 $1.6M
Hilltop Holdings Inc. 0.10% New 5,786 $1.6M
Two Sigma Investments, LP 0.00% Reduce -94.5% 5,716 $1.6M
HBK Sorce Advisory LLC 0.04% Add +25.4% 5,707 $1.6M
MGB Wealth Management, LLC 0.52% Reduce -2.7% 5,699 $1.6M
Oxford Financial Group, LTD. LLC 0.09% No change 5,650 $1.6M
Meridian Wealth Management, LLC 0.07% Reduce -91.7% 5,643 $1.6M
Copia Wealth Management 1.30% Reduce -7.3% 5,531 $1.5M
Northern Trust Corp. 0.00% Reduce -16.4% 5,501 $1.5M
Grantvest Financial Group LLC 1.13% Reduce -2.1% 5,481 $1.5M
Wexford Capital LP 0.42% New 5,431 $1.5M
New Insight Wealth Advisors 0.62% Reduce -22.4% 5,401 $1.5M
Apex Wealth Management, LLC 1.17% New 5,250 $1.5M
Capula Management Ltd 0.02% Reduce -96.0% 5,208 $1.5M
Quadrature Capital Ltd 0.02% Reduce -95.0% 5,192 $1.4M
Composition Wealth, LLC 0.02% Reduce -3.2% 5,130 $1.4M
Sassicaia Capital Advisers LLC 0.89% New 5,086 $1.4M
Evolution Wealth Advisors, LLC 0.21% Add +29.2% 5,086 $1.4M
Carmel Capital Management L.L.C. 0.48% No change 5,062 $1.4M
Brevan Howard Capital Management LP 0.02% New 5,060 $1.4M
US Bancorp \de 0.00% Add +6.4% 5,049 $1.4M
Dearborn Partners LLC 0.07% Add +2.4% 5,009 $1.4M
Two Sigma Securities, LLC 0.17% Reduce -18.3% 4,928 $1.4M
B.O.S.S. Retirement Advisors, LLC 0.34% Add +17.9% 4,925 $1.4M
Apollon Financial, LLC 0.29% Add +22.4% 4,912 $1.4M
Corient Private Wealth LP 0.00% Reduce -2.3% 4,909 $1.4M
Clarus Wealth Advisors 0.63% Add +14.7% 4,818 $1.4M
Acorn Creek Capital LLC 0.56% Reduce -4.3% 4,851 $1.4M
Thoroughbred Financial Services, LLC 0.09% Reduce -30.9% 4,843 $1.4M
Private Trust Co. NA 0.13% Reduce -1.4% 4,808 $1.3M
Magnus Financial Group LLC 0.12% Add +27.0% 4,803 $1.3M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 4.34% New 4,800 $1.3M
Retirement Income Solutions, Inc. 0.24% Reduce -2.7% 4,686 $1.3M
&partners 0.01% Reduce -33.1% 4,675 $1.3M
SWS Partners 0.35% No change 4,652 $1.3M
Kovack Advisors, Inc. 0.13% Add +89.6% 4,593 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Add +0.6% 4,590 $1.3M
Dakota Wealth Management 0.03% Add +93.6% 4,588 $1.3M
Flagship Wealth Advisors, LLC 0.48% Add +2.6% 4,568 $1.3M
Sterling Investment Advisors, Ltd. 0.28% Add +20.1% 4,560 $1.3M
Peak Planning Group, LLC 0.80% Add +55.8% 4,508 $1.3M
Lodestar Private Asset Management LLC 0.14% Reduce -15.8% 4,507 $1.3M
Forefront Wealth Partners, LLC 0.86% Add +145.0% 5,187 $1.3M
Calamos Wealth Management LLC 0.05% Add +1.1% 4,498 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +3.5% 4,469 $1.2M
Farther Finance Advisors, LLC 0.02% Add +147.3% 4,424 $1.2M
Quantinno Capital Management LP 0.01% Add +17.6% 4,404 $1.2M
Liberty Square Wealth Partners LLC 0.42% Reduce -2.0% 4,373 $1.2M
Florida Financial Advisors, LLC 0.30% Add +9.2% 4,366 $1.2M
Synovus Financial Corp. 0.01% Reduce -41.7% 4,345 $1.2M
Summit X, LLC 0.23% Add +184.8% 4,332 $1.2M
Axecap Investments, LLC 0.79% Add +15.7% 4,333 $1.2M
Cheviot Value Management, LLC 0.14% No change 4,100 $1.2M
DHK Financial Advisors, Inc. 0.69% No change 4,290 $1.2M
Oliver Lagore Vanvalin Investment Group 0.47% — 5,608 $1.2M
Kesler, Norman & Wride, LLC 0.21% Reduce -2.9% 4,245 $1.2M
Virtue Capital Management, LLC 0.22% Reduce -79.2% 4,223 $1.2M
Founders Financial Alliance, LLC 0.27% No change 4,211 $1.2M
IFP Advisors, Inc 0.03% Reduce -92.0% 4,202 $1.2M
GPS Wealth Strategies Group, LLC 0.13% Reduce -34.0% 4,202 $1.2M
Inspire Advisors, LLC 0.12% Reduce -1.0% 4,192 $1.2M
Toronto Dominion Bank 0.00% Reduce -0.4% 4,181 $1.2M
Perennial Investment Advisors, LLC 0.11% Add +8.9% 4,176 $1.2M
Moneta Group Investment Advisors LLC 0.01% Add +9.3% 4,167 $1.2M
Apriem Advisors 0.12% No change 4,165 $1.2M
Fox Hill Wealth Management 0.60% Add +2.8% 4,156 $1.2M
First Heartland Consultants, Inc. 0.10% Reduce -0.6% 4,141 $1.2M
Legacy Financial Strategies, LLC 0.23% Add +163.9% 4,133 $1.2M
Milestone Asset Management, LLC 0.24% Add +5.9% 4,090 $1.1M
Adirondack Trust Co. 0.41% Add +0.3% 4,066 $1.1M
Interactive Financial Advisors, Inc. 0.55% Reduce -0.8% 4,040 $1.1M
Silverlake Wealth Management LLC 0.33% Reduce -3.8% 4,009 $1.1M
Bramshill Investments, LLC 0.12% Reduce -46.7% 4,000 $1.1M
GAMCO Investors 0.01% New 4,000 $1.1M
Group One Trading LLC 0.04% Reduce -85.9% 3,984 $1.1M
Sovereign Financial Group, Inc. 0.23% Reduce -41.0% 3,959 $1.1M
Wealthspire Advisors, LLC 0.01% Add +292.0% 3,951 $1.1M
Traynor Capital Management, Inc. 0.08% New 3,993 $1.1M
Trilogy Capital Inc. 0.05% Add +23.1% 3,927 $1.1M
Inscription Capital, LLC 0.16% Add +23.8% 3,917 $1.1M
Global Financial Private Client, LLC 0.41% Reduce -0.1% 3,915 $1.1M
Novare Capital Management LLC 0.09% Reduce -63.4% 3,910 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +28.4% 3,889 $1.1M
Greenwich Wealth Management LLC 0.05% Reduce -5.2% 3,850 $1.1M
Carter Financial Group, INC. 0.70% — 3,843 $1.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -50.0% 3,805 $1.1M
American Institute for Advanced Investment Management, LLP 0.75% Reduce -37.8% 3,800 $1.1M
Game Plan Financial Advisors, LLC 0.46% Reduce -11.9% 3,795 $1.1M
WJ Wealth Management, LLC 0.33% Reduce -17.4% 3,792 $1.1M
Pines Wealth Management, LLC 0.37% Add +6.6% 3,712 $1.1M
Captrust Financial Advisors 0.00% Reduce -28.6% 3,760 $1.0M
Ascentis Independent Advisors 0.19% Reduce -0.6% 3,748 $1.0M
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +5.6% 3,731 $1.0M
Bawa N Mallick Trust 0.43% No change 3,714 $1.0M
Roof Eidam Maycock Peralta, LLC 0.25% No change 3,682 $1.0M
Intrua Financial, LLC 0.15% Reduce -15.4% 3,672 $1.0M
Wbi Investments, LLC 0.27% Add +10.1% 3,661 $1.0M
Flagstar Securities, Inc. 0.28% Add +2.2% 3,655 $1.0M
Jackson Hole Capital Partners, LLC 0.18% No change 3,612 $1.0M
Moors & Cabot, Inc. 0.05% Reduce -1.8% 3,546 $989K
PGIM Custom Harvest LLC 0.02% Add +2.7% 3,544 $988K
Signature Estate & Investment Advisors LLC 0.02% Reduce -11.6% 3,528 $984K
Trexquant Investment LP 0.01% Reduce -22.0% 3,516 $981K
NorthCoast Asset Management LLC 0.00% Add +1.2% 3,510 $979K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -0.8% 3,483 $971K
Mystic Asset Management, Inc. 0.23% Add +9.8% 3,483 $971K
Tandem Capital Management Corp. 0.49% No change 3,480 $971K
Allspring Global Investments Holdings, LLC 0.00% Add +13.0% 3,469 $967K
AQR Capital Management 0.00% Add +45.4% 3,463 $966K
Ancora Advisors LLC 0.02% Add +1.1% 3,434 $958K
Sfmg, LLC 0.07% No change 3,422 $954K
Avior Wealth Management, LLC 0.03% Reduce -6.0% 3,415 $952K
Premier Path Wealth Partners, LLC 0.13% Reduce -1.3% 3,406 $950K
Moloney Securities Asset Management, LLC 0.12% Reduce -42.2% 3,400 $948K
Sawgrass Asset Management LLC 0.11% No change 3,400 $948K
IFG Advisory, LLC 0.05% Add +17.9% 3,389 $945K
Iron Gate Global Advisors LLC 0.11% Add +6.7% 3,383 $943K
Darden Wealth Group Inc 0.57% Add +2.7% 3,375 $941K
Gotham Asset Management 0.01% Add +1.5% 3,299 $920K
Smith, Moore & Co. 0.08% No change 3,293 $918K
Keudell/Morrison Wealth Management 0.20% No change 3,290 $918K
Jacobi Capital Management LLC 0.06% Add +3.9% 3,289 $917K
Allworth Financial LP 0.00% Add +168.5% 3,284 $916K
Rwa Wealth Partners, LLC 0.01% Reduce -3.9% 3,266 $911K
Wedmont Private Capital 0.04% Add +76.1% 3,187 $910K
Sovran Advisors, LLC 0.10% Add +25.3% 3,204 $908K
Cambridge Advisors Inc. 0.19% Reduce -3.0% 3,254 $908K
Riggs Asset Managment Co. Inc. 0.22% Add +16.0% 3,254 $907K
Integrity Wealth Advisors, Inc. 0.63% New 3,216 $897K
Transcend Capital Advisors, LLC 0.07% Reduce -14.5% 3,209 $895K
Titleist Asset Management, LLC 0.09% No change 3,172 $885K
SG Americas Securities, LLC 0.00% Reduce -76.8% 3,166 $883K
Aspire Capital Advisors LLC 0.24% Add +0.8% 3,163 $882K
Marex Group Ltd 0.02% Reduce -57.7% 3,148 $878K
Greystone Financial Group, LLC 0.14% Add +33.0% 3,117 $869K
Napa Wealth Management 0.42% Reduce -15.7% 3,112 $868K
Brian Low Financial Group, LLC 0.81% — 3,097 $864K
Hudson Value Partners, LLC 0.30% Reduce -3.2% 3,082 $860K
RMR Wealth Builders 0.08% Reduce -10.6% 3,080 $859K
Strategic Blueprint, LLC 0.04% Reduce -37.5% 3,064 $855K
Gladstone Institutional Advisory LLC 0.04% Reduce -52.9% 3,054 $852K
Maripau Wealth Management LLC 0.43% Add +26.8% 3,032 $846K
Clarity Financial LLC 0.09% Add +30.5% 3,018 $842K
American Financial Advisors, LLC 0.12% Add +10.2% 3,015 $841K
Bank of Nova Scotia 0.00% Reduce -33.5% 3,010 $839K
KG Capital Management 0.25% Reduce -3.1% 3,006 $838K
SeaBridge Investment Advisors LLC 0.16% Reduce -33.7% 3,006 $838K
OneAscent Financial Services LLC 0.06% Reduce -32.2% 2,995 $835K
LVM Capital Management Ltd. 0.09% Reduce -4.0% 2,965 $827K
Brass Tax Wealth Management, Inc. 0.16% Add +4.0% 2,937 $819K
Tradition Wealth Management, LLC 0.07% Add +20.6% 2,933 $818K
Midwest Financial Group LLC 0.43% Add +3.5% 2,915 $813K
Purus Wealth Management, LLC 0.28% Add +2.5% 2,871 $801K
Summit Trail Advisors, LLC 0.01% No change 2,869 $800K
Pachira Investments Inc. 0.60% Add +50.0% 2,857 $797K
Berkshire Asset Management LLC 0.04% Reduce -22.4% 2,853 $796K
Regency Capital Management Inc.\DE 0.42% New 2,850 $795K
Biltmore Family Office, LLC 0.13% Reduce -5.0% 2,850 $795K
Welch Group, LLC 0.03% Add +21.5% 2,834 $790K
Smith Anglin Financial, LLC 0.07% Reduce -15.9% 2,818 $786K
O'ROURKE & COMPANY, Inc 0.37% Reduce -2.4% 2,810 $784K
Gateway Wealth Partners, LLC 0.15% Reduce -18.2% 2,808 $783K
T. Rowe Price Associates Inc. 0.00% No change 2,800 $781K
Winch Advisory Services, LLC 0.19% Add +1.1% 2,794 $779K
PCG Asset Management, LLC 0.66% Add +4.2% 2,762 $770K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -38.7% 2,760 $770K
MPS Loria Financial Planners, LLC 0.22% Add +0.6% 2,736 $763K
Schnieders Capital Management LLC 0.13% No change 2,709 $755K
Global Assets Advisory, LLC 0.29% Reduce -65.0% 2,736 $755K
Cornerstone Advisory, LLC 0.08% No change 2,696 $752K
Financial Perspectives, Inc 0.23% Add +0.0% 2,694 $751K
Triumph Capital Management 0.23% Reduce -24.8% 2,692 $751K
SMART Wealth LLC 0.23% Add +7.5% 2,683 $748K
Comprehensive Financial Planning, Inc. 0.59% Add +436.2% 2,681 $748K
Advisory Alpha, LLC 0.02% Add +8.3% 2,676 $746K
Tennessee Valley Asset Management Partners 0.19% Add +80.6% 2,655 $740K
Focus Financial Network, Inc. 0.03% Add +9.3% 2,617 $730K
Compound Planning, Inc. 0.03% Add +57.4% 2,609 $728K
Fiduciary Alliance LLC 0.05% New 2,601 $725K
City Center Advisors, LLC 0.78% Reduce -23.6% 2,597 $724K
Investment Management Corp. /Va/ 0.66% Add +1.6% 2,593 $723K
Prosperity Wealth Management, Inc. 0.27% Reduce -12.7% 2,576 $718K
Seaview Investment Managers LLC 0.15% Reduce -53.5% 2,574 $718K
Accurate Wealth Management, LLC 0.11% Add +97.7% 2,491 $716K
Mathes Company, Inc. 0.27% No change 2,555 $713K
Brown Brothers Harriman & Co. 0.00% Reduce -2.1% 2,538 $708K
Clear Creek Financial Management, LLC 0.07% Add +4.3% 2,518 $702K
NWF Advisory Services Inc. 0.08% Add +13.7% 2,504 $698K
Deltec Asset Management LLC 0.12% Reduce -28.6% 2,500 $697K
Cinctive Capital Management LP 0.04% New 2,500 $697K
OneDigital Investment Advisors LLC 0.01% Reduce -38.5% 2,497 $696K
SOA Wealth Advisors, LLC. 0.13% Reduce -19.2% 2,490 $694K
E&G Advisors, LLC 0.18% Reduce -5.3% 2,489 $694K
Elevate Capital Advisors, LLC 0.55% New 2,484 $693K
Hamilton Wealth, LLC 0.15% New 2,484 $693K
Fort Point Capital Partners LLC 0.07% No change 2,472 $689K
Arete Wealth Advisors, LLC 0.05% Reduce -76.2% 2,461 $686K
Greater Midwest Financial Group, LLC 0.52% Reduce -4.3% 2,460 $686K
Total Clarity Wealth Management, Inc. 0.20% Add +1.1% 2,459 $686K
Independence Bank of Kentucky 0.10% Reduce -20.8% 2,440 $680K
Peak Asset Management, LLC 0.12% Reduce -0.9% 2,434 $679K
Sequoia Financial Advisors, LLC 0.00% Reduce -14.6% 2,388 $666K
Runnymede Capital Advisors, Inc. 0.61% Reduce -4.0% 2,368 $660K
Cyndeo Wealth Partners, LLC 0.04% No change 2,341 $653K
Point72 Hong Kong Ltd 0.05% New 2,336 $651K
Stonebridge Financial Planning Group, LLC 0.27% Reduce -5.5% 2,335 $651K
Quantum Portfolio Management LLC 0.31% Reduce -59.5% 2,334 $651K
CIBC Private Wealth Group LLC 0.00% Reduce -17.9% 2,333 $651K
Founders Financial Securities LLC 0.05% New 2,306 $643K
Insight Advisors, LLC/ PA 0.10% Reduce -1.7% 2,305 $643K
Ellevest, Inc. 0.10% No change 2,288 $638K
Prime Capital Investment Advisors, LLC 0.01% Reduce -52.2% 2,280 $636K
Nvwm, LLC 0.15% Reduce -0.5% 2,278 $635K
Unique Wealth, LLC 0.10% Add +53.1% 2,274 $634K
Sunbelt Securities, Inc. 0.06% Add +12.5% 2,613 $633K
Nikulski Financial, Inc. 0.17% New 2,252 $628K
PKS Advisory Services, LLC 0.15% Add +45.3% 2,222 $620K
Abound Financial, LLC 0.27% Add +9.8% 2,200 $614K
Advisor OS, LLC 0.06% Add +13.7% 2,188 $610K
Aptus Capital Advisors, LLC 0.01% Add +0.7% 2,175 $607K
Silver Oak Securities, Incorporated 0.05% Add +1.5% 2,146 $598K
Guardian Asset Advisors, LLC 0.34% Add +0.7% 2,136 $596K
Venture Visionary Partners LLC 0.02% Add +5.7% 2,126 $593K
Madden Advisory Services, Inc. 0.25% Reduce -1.7% 2,112 $589K
TCFG Wealth Management, LLC 0.27% Add +2.4% 2,110 $588K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +51.2% 2,105 $587K
Lanark Financial, Inc. 0.05% Add +14.1% 2,099 $585K
HHM Wealth Advisors, LLC 0.07% No change 2,073 $578K
Nations Financial Group Inc, /Ia/ 0.04% Add +104.4% 2,046 $571K
LaSalle St. Investment Advisors, LLC 0.16% Reduce -2.8% 2,036 $568K
LJI Wealth Management, LLC 0.10% No change 2,034 $567K
Valeo Financial Advisors, LLC 0.01% Reduce -1.0% 2,031 $567K
Focus Partners Advisor Solutions, LLC 0.01% Add +3.1% 2,005 $559K
Vaughan David Investments LLC 0.01% New 1,998 $557K
Glen Eagle Advisors, LLC 0.09% Add +1.5% 1,995 $556K
Argyle Capital Partners, LLC 0.45% Reduce -7.1% 1,975 $551K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -66.8% 1,959 $546K
Gries Financial LLC 0.10% New 1,949 $544K
Ranch Capital Advisors Inc. 0.23% Add +4.9% 1,928 $538K
CWS Financial Advisors, LLC 0.16% No change 1,920 $535K
Annex Advisory Services, LLC 0.01% Reduce -17.1% 1,915 $534K
WealthCare Investment Partners, LLC 0.19% Reduce -0.2% 1,866 $529K
Matauro, LLC 0.10% Reduce -19.8% 1,891 $527K
GK Wealth Management LLC 0.52% Add +2.5% 1,889 $527K
Berbice Capital Management LLC 0.37% Reduce -70.2% 1,887 $526K
Chevy Chase Trust Holdings, LLC 0.00% New 1,885 $526K
Private Client Services, LLC 0.20% Reduce -8.7% 1,884 $525K
Lion Street Advisors, LLC 0.16% Reduce -9.1% 1,882 $525K
MJP Associates Inc. 0.08% Add +2.9% 1,872 $522K
Canvas Wealth Advisors, LLC 0.10% Reduce -6.5% 1,778 $518K
Betterment LLC 0.00% Reduce -6.3% 1,853 $517K
Resurgent Financial Advisors LLC 0.28% Add +5.7% 1,851 $516K
Pathstone Holdings, LLC 0.00% Add +18.5% 1,851 $516K
FourThought Financial Partners, LLC 0.05% Add +1.3% 1,811 $505K
Endowment Wealth Management, Inc. 0.26% Add +16.1% 1,806 $504K
Clarity Capital Partners LLC 0.18% Add +6.5% 1,806 $504K
Chicago Partners Investment Group LLC 0.01% Add +34.9% 1,751 $502K
Brown Advisory Inc. 0.00% Add +0.5% 1,773 $494K
Savant Capital, LLC 0.00% Add +11.3% 1,764 $492K
Financial Partners Group, Inc 0.07% Add +16.5% 1,755 $489K
Strategies Wealth Advisors, LLC 0.05% New 1,732 $483K
AlphaCore Capital LLC 0.02% Reduce -27.5% 1,725 $481K
Franklin Resources Inc. 0.00% No change 1,715 $478K
Elm3 Financial Group, LLC 0.39% Reduce -4.7% 1,702 $475K
Polymer Capital Management (HK) LTD 0.07% No change 1,700 $474K
Ieq Capital, LLC 0.00% Reduce -10.1% 1,698 $473K
Curran Financial Partners, LLC 0.10% Add +29.5% 1,691 $472K
Wilmington Savings Fund Society, FSB 0.01% Reduce -6.5% 1,683 $469K
Tritonpoint Wealth, LLC 0.04% Reduce -32.2% 1,682 $469K
Visionary Wealth Advisors 0.02% Reduce -1.3% 1,679 $468K
AdvisorNet Financial, Inc 0.03% Reduce -59.7% 1,670 $466K
Cary Street Partners Financial LLC 0.01% Reduce -21.9% 1,665 $464K
Soltis Investment Advisors LLC 0.04% New 1,658 $462K
Lewis Asset Management, LLC 0.22% Add +4.1% 1,642 $458K
17 Capital Partners, LLC 0.26% Add +19.1% 1,606 $448K
M&T Bank Corp 0.00% No change 1,601 $446K
Northstar Advisory Group, LLC 0.22% New 1,598 $446K
Tyler-Stone Wealth Management 0.07% Reduce -5.9% 1,596 $445K
Ellis Investment Partners, LLC 0.09% New 1,579 $440K
Connecticut Wealth Management, LLC 0.02% Reduce -1.1% 1,577 $440K
DAVENPORT & Co LLC 0.00% Reduce -67.9% 1,576 $440K
Forte Capital LLC 0.05% No change 1,572 $438K
Moran Wealth Management, LLC 0.01% New 1,571 $438K
TD Private Client Wealth LLC 0.01% Add +364.8% 1,571 $438K
FineMark National Bank & Trust 0.01% New 1,562 $436K
Strengthening Families & Communities, LLC 0.24% Add +0.2% 1,798 $433K
Savvy Advisors, Inc. 0.03% New 1,549 $432K
Berger Financial Group, Inc 0.03% Reduce -1.7% 1,537 $429K
Chilton Investment Co. Inc. 0.01% New 1,528 $426K
RDA Financial Network 0.11% Add +7.0% 1,524 $425K
RFG Advisory, LLC 0.01% Add +13.5% 1,509 $421K
Maridea Wealth Management LLC 0.11% Reduce -45.9% 1,508 $421K
Accretive Wealth Partners, LLC 0.14% No change 1,507 $420K
Armstrong Advisory Group, Inc. 0.03% Add +67.3% 1,507 $420K
Seamount Financial Group Inc. 0.22% No change 1,505 $420K
Meredith Wealth Planning 0.15% Add +0.6% 1,505 $420K
Trueblood Wealth Management, LLC 0.17% Add +11.1% 1,491 $416K
Capital Analysts, LLC 0.01% Reduce -1.0% 1,486 $414K
Signaturefd, LLC 0.01% No change 1,484 $414K
Brighton Jones LLC 0.01% New 1,483 $413K
Union Bancaire Privee, UBP SA 0.01% No change 1,480 $412K
May Hill Capital, LLC 0.13% New 1,466 $409K
Winthrop Advisory Group LLC 0.04% Add +15.4% 1,457 $406K
Seros Financial, LLC 0.26% Add +17.0% 1,451 $405K
Alteri Wealth LLC 0.16% Add +15.3% 1,450 $404K
Capital Investment Advisors, LLC 0.01% Add +24.1% 1,442 $402K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 1,436 $401K
Zhang Financial LLC 0.02% Add +19.4% 1,431 $399K
GTS Securities LLC 0.02% New 1,431 $399K
Park Square Financial Group, LLC 0.29% Reduce -2.5% 1,423 $397K
Arlington Capital Management, Inc. 0.34% Reduce -0.2% 1,421 $396K
Leigh Baldwin & Co., LLC 0.26% Add +36.1% 1,413 $394K
Red Door Wealth Management, LLC 0.05% Reduce -26.5% 1,403 $391K
Detalus Advisors, LLC 0.11% No change 1,402 $391K
Guyasuta Investment Advisors Inc. 0.02% No change 1,400 $390K
KMG Fiduciary Partners, LLC 0.03% New 1,394 $389K
Wealth Advisory Team LLC 0.36% — 1,391 $388K
ProVise Management Group, LLC 0.03% Add +0.3% 1,386 $387K
HF Advisory Group, LLC 0.15% Add +11.8% 1,382 $385K
1832 Asset Management L.P. 0.00% Add +23.6% 1,360 $379K
GC Wealth Management RIA, LLC 0.03% New 1,345 $375K
Thrive Capital Management, LLC 0.12% New 1,343 $375K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -6.3% 1,343 $374K
WESPAC Advisors, LLC 0.26% Add +17.0% 1,341 $374K
Somerset Group LLC 0.32% Reduce -2.0% 1,340 $374K
First Trust Advisors LP 0.00% New 1,327 $370K
Octavia Wealth Advisors, LLC 0.04% Add +1.4% 1,322 $369K
MRA Advisory Group 0.17% Reduce -91.0% 1,320 $368K
Fairfield Financial Advisors, LTD 0.13% No change 1,311 $366K
Lantern Wealth Advisors, LLC 0.22% — 1,296 $361K
Birch Hill Investment Advisors LLC 0.02% No change 1,293 $361K
Brady Martz Wealth Solutions, LLC 0.07% No change 1,292 $360K
Bosman Wealth Management, LLC 0.32% Reduce -91.5% 1,290 $360K
Integrity Investment Advisors, LLC 0.27% Reduce -3.4% 1,274 $355K
Kane Investment Management, Inc. 0.19% Reduce -13.6% 1,272 $355K
JB Capital LLC 0.02% No change 1,269 $354K
LM Advisors LLC 0.04% Add +4.8% 1,233 $344K
Nova Wealth Management, Inc. 0.25% Reduce -22.0% 1,233 $344K
Vestmark Advisory Solutions, Inc. 0.01% Add +2.5% 1,232 $344K
IMG Wealth Management, Inc. 0.27% No change 1,229 $343K
Bell Investment Advisors, Inc 0.06% No change 1,223 $341K
Archvest Wealth Advisors, Inc. 0.29% Add +6.6% 1,204 $336K
Clark Capital Management Group, Inc. 0.00% Reduce -39.7% 1,200 $335K
Silvercrest Asset Management Group LLC 0.00% No change 1,193 $333K
Meriwether Wealth & Planning, LLC 0.21% New 1,186 $331K
Advance Capital Management, Inc. 0.01% No change 1,186 $331K
Leeward Financial Partners, LLC 0.10% Reduce -2.4% 1,174 $327K
Bryn Mawr Trust Advisors, LLC 0.02% New 1,173 $327K
Brand Asset Management Group, Inc. 0.12% New 1,171 $327K
Americana Partners, LLC 0.01% No change 1,164 $325K
Tempus Wealth Planning, LLC 0.08% No change 1,160 $324K
CW Advisors, LLC 0.00% New 1,159 $323K
Wealth Dimensions Group, Ltd. 0.07% No change 1,153 $322K
Sequent Asset Management, LLC 0.26% Add +4.5% 1,150 $321K
First Horizon Advisors, Inc. 0.01% Add +24.5% 1,149 $321K
Harvest Investment Services, LLC 0.07% Add +13.3% 1,147 $320K
Greenline Partners, LLC 0.04% New 1,147 $320K
Bank of New York Mellon Corp 0.00% Reduce -94.2% 1,146 $320K
Fortress Private Ledger, LLC 0.14% Reduce -13.0% 1,142 $318K
Alpha Cubed Investments, LLC 0.01% Add +1.5% 1,142 $318K
Ascent Wealth Partners, LLC 0.04% Reduce -20.0% 1,139 $318K
Angeles Wealth Management, LLC 0.02% No change 1,132 $316K
Cascade Investment Group, Inc. 0.22% Reduce -1.4% 1,126 $314K
Welch & Forbes LLC 0.00% No change 1,118 $312K
KFA Private Wealth Group, LLC 0.10% Reduce -3.3% 1,111 $310K
Facet Wealth, Inc. 0.01% New 1,069 $309K
Sandbox Financial Partners, LLC 0.10% Reduce -29.1% 1,099 $306K
Verus Capital Partners, LLC 0.03% New 1,093 $305K
Duncker Streett & Co. Inc. 0.06% No change 1,081 $301K
Main Street Financial Solutions, LLC 0.02% Add +5.7% 1,080 $301K
Evanson Asset Management, LLC 0.02% Add +13.4% 1,080 $301K
Mma Asset Management LLC 0.12% No change 1,078 $301K
Avaii Wealth Management, LLC 0.13% Add +2.7% 1,074 $300K
Cape Cod Five Cents Savings Bank 0.03% No change 1,220 $299K
Klingman & Associates, LLC 0.02% New 1,071 $299K
Gitterman Wealth Management, LLC 0.07% Add +8.0% 1,068 $298K
Westshore Wealth, LLC 0.11% No change 1,060 $296K
HUB Investment Partners, LLC 0.01% New 1,056 $295K
Westbourne Investments, Inc. 0.16% Reduce -20.4% 1,055 $294K
QRG Capital Management, Inc. 0.00% Reduce -18.5% 1,047 $292K
Ridgepath Capital Management LLC 0.13% No change 1,039 $290K
FSA Advisors, Inc. 0.24% Add +3.9% 1,037 $289K
Valmark Advisers, Inc. 0.00% Reduce -3.9% 1,023 $285K
GeoWealth Management, LLC 0.01% Add +17.6% 1,021 $285K
Kanawha Capital Management LLC 0.02% No change 1,021 $285K
Kathmere Capital Management, LLC 0.02% Reduce -10.1% 1,018 $284K
Semus Wealth Partners LLC 0.18% No change 1,017 $284K
Gruss & Co., LLC 1.30% No change 1,000 $279K
Sage Financial Group Inc. 0.02% New 1,000 $279K
AlTi Global, Inc. 0.01% Add +2.1% 991 $276K
Charter Oak Capital Management, LLC 0.02% Reduce -3.1% 990 $276K
M3 Advisory Group, LLC 0.19% Reduce -1.5% 989 $276K
Howe & Rusling Inc. 0.02% Add +2.3% 987 $275K
Quantum Private Wealth, LLC 0.09% New 984 $274K
Sargent Investment Group, LLC 0.04% New 945 $271K
Freedom Financial Partners LLC 0.11% Reduce -41.7% 971 $271K
RFG - Bristol Wealth Advisors, LLC 0.08% Add +0.4% 962 $268K
Legacy PCG, LLC 0.17% Add +0.4% 958 $267K
Palo Alto Wealth Advisors, LLC 0.10% No change 955 $266K
McDonald Partners LLC 0.06% Reduce -0.4% 951 $266K
Financial Engines Advisors L.L.C. 0.00% New 948 $264K
Pacific Sun Financial Corp 0.14% New 943 $263K
Stratos Wealth Advisors, LLC 0.01% New 942 $263K
Zullo Investment Group, Inc. 0.11% New 941 $263K
Bravias Capital Group, LLC 0.19% Reduce -2.4% 937 $261K
Burney Co./ 0.01% New 932 $260K
Aurora Private Wealth, Inc. 0.19% New 924 $258K
Insight Wealth Strategies, LLC 0.03% New 932 $257K
Global Wealth Management Investment Advisory, Inc. 0.05% New 920 $257K
Secure Asset Management, LLC 0.05% New 919 $256K
Outlook Wealth Advisors, LLC 0.07% New 909 $253K
BXM Wealth LLC 0.30% New 908 $253K
Redhawk Wealth Advisors, Inc. 0.03% New 906 $253K
Motley Fool Wealth Management, LLC 0.02% New 900 $251K
Heritage Wealth Management, Inc. 0.08% New 900 $251K
Key Client Fiduciary Advisors, LLC 0.10% New 898 $250K
EdgeRock Capital LLC 0.08% Reduce -21.7% 896 $250K
Carr Financial Group Corp 0.07% New 893 $249K
Blue Bell Private Wealth Management, LLC 0.04% No change 887 $247K
Howard Financial Services, LTD. 0.03% New 885 $247K
Atlantic Union Bankshares Corp 0.01% New 881 $246K
Evoke Wealth, LLC 0.01% New 880 $245K
J. L. Bainbridge & Co., Inc. 0.02% New 878 $245K
Murphy & Mullick Capital Management Corp 0.20% Add +0.6% 916 $245K
Northstar Group, Inc. 0.04% New 873 $243K
Obsidian Cio, LLC 0.04% New 871 $243K
JSF Financial, LLC 0.06% New 869 $242K
Atlantic Private Wealth, LLC 0.16% No change 869 $242K
Elevation Point Wealth Partners, LLC 0.02% New 864 $241K
Benchmark Financial Wealth Advisors, LLC 0.08% New 856 $239K
Trek Financial, LLC 0.02% New 855 $238K
Princeton Global Asset Management LLC 0.04% Add +31.5% 852 $238K
LRI Investments, LLC 0.02% Add +182.0% 846 $236K
Weaver Consulting Group 0.07% New 845 $236K
Clare Market Investments LLC 0.05% New 844 $235K
United Asset Strategies, Inc. 0.02% New 843 $235K
Cornerstone Enterprises, LLC 0.13% Reduce -95.9% 840 $234K
Total Wealth Planning & Management, Inc. 0.20% New 835 $233K
Retirement Planning Co of New England, Inc. 0.10% New 829 $231K
GWN Securities Inc. 0.04% Reduce -38.1% 826 $231K
Sweeney & Michel, LLC 0.08% New 800 $230K
Oakwell Private Wealth Management, LLC 0.05% New 818 $228K
Johnson Investment Counsel Inc. 0.00% New 815 $227K
Abound Wealth Management 0.06% No change 814 $227K
Instrumental Wealth, LLC 0.18% New 778 $226K
Dymon Asia Capital (singapore) Pte. LTD. 0.16% Reduce -76.8% 811 $226K
Encompass More Asset Management 0.05% New 809 $226K
Clark Asset Management, LLC 0.03% New 809 $226K
Kingsman Wealth Management, Inc. 0.14% New 808 $225K
Optivise Advisory Services LLC 0.11% Reduce -27.1% 805 $224K
Tidemark, LLC 0.07% Reduce -7.3% 804 $224K
Mission Wealth Management, LP 0.00% New 803 $224K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.4% 801 $224K
Hendershot Investments Inc. 0.03% New 800 $223K
Ameriflex Group, Inc. 0.12% Add +117.7% 801 $222K
Seelaus Asset Management LLC 0.20% New 795 $222K
Vertex Planning Partners, LLC 0.05% New 792 $221K
Webster Bank, N. A. 0.02% No change 792 $221K
Riverchase Wealth Management, LLC 0.14% New 786 $219K
GSG Advisors LLC 0.06% New 786 $219K
Pinnacle Wealth Planning Services, Inc. 0.03% New 785 $219K
Matisse Capital 0.10% New 780 $218K
AAFMAA Wealth Management & Trust LLC 0.09% New 772 $215K
Anfield Capital Management, LLC 0.07% No change 771 $215K
Sharp Wealth Advisory, LLC 0.14% New 761 $212K
Palumbo Wealth Management LLC 0.07% New 759 $212K
Hengehold Capital Management LLC 0.02% New 754 $210K
Smith Salley Wealth Management 0.01% New 754 $210K
NorthCrest Asset Manangement, LLC 0.01% New 740 $210K
BIP Wealth, LLC 0.01% New 751 $209K
Hemenway Trust Co LLC 0.02% New 750 $209K
Pure Financial Advisors, LLC 0.00% New 744 $208K
High Falls Advisors, Inc 0.05% New 732 $204K
Regions Financial Corp. 0.00% New 730 $204K
Curi Capital, LLC 0.00% New 728 $203K
BTG Pactual Asset Management US LLC 0.03% New 726 $202K
Bluefin Capital Management, LLC 0.16% Reduce -39.8% 719 $201K
DiNuzzo Private Wealth, Inc. 0.02% No change 717 $200K
Glenmede Investment Management, LP 0.00% — 682 $190K
Activest Wealth Management 0.04% Add +105.7% 654 $182K
Golden State Wealth Management, LLC 0.02% Reduce -25.5% 583 $163K
Register Financial Advisors LLC 0.07% No change 580 $162K
Cardiff Park Advisors, LLC 0.01% Add +298.6% 574 $160K
Pacific Center for Financial Services 0.04% No change 561 $156K
Costello Asset Management, INC 0.06% Reduce -1.8% 544 $152K
Washington Trust Advisors, Inc. 0.01% No change 540 $151K
Elevation Wealth Partners, LLC 0.06% No change 531 $148K
Reyes Financial Architecture, Inc. 0.13% New 522 $146K
HM Payson & Co. 0.00% No change 520 $145K
Salomon & Ludwin, LLC 0.01% Add +66.7% 500 $141K
Atlas Capital Advisors Inc. 0.02% Reduce -28.6% 500 $139K
Lowe Wealth Advisors, LLC 0.05% Add +2.8% 484 $135K
EverSource Wealth Advisors, LLC 0.01% Add +28.6% 477 $133K
Eisler Capital Management Ltd. 0.00% Reduce -98.7% 455 $127K
Provenance Wealth Advisors, LLC 0.02% No change 450 $125K
Horizon Bancorp Inc. 0.06% New 447 $125K
Oakworth Capital, Inc. 0.01% No change 434 $121K
Icon Wealth Advisors, LLC 0.01% Reduce -24.0% 428 $119K
Goodman Advisory Group, LLC 0.04% Reduce -42.0% 414 $115K
Cullen/Frost Bankers, Inc. 0.00% No change 412 $115K
Global Trust Asset Management, LLC 0.06% Reduce -8.0% 405 $113K
Pandora Wealth, Inc. 0.07% No change 400 $112K
Bokf, NA 0.00% Add +38.9% 400 $112K
Bessemer Group Inc. 0.00% Reduce -87.5% 389 $108K
Evolution Wealth Management Inc. 0.12% — 362 $101K
Montag A & Associates Inc. 0.00% Add +3.4% 362 $101K
Natixis 0.00% New 355 $99K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -30.0% 350 $98K
Deutsche Bank AG 0.00% No change 330 $92K
AllSquare Wealth Management LLC 0.05% No change 329 $92K
Capital Investment Advisory Services, LLC 0.01% Add +3.1% 327 $91K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -8.2% 326 $91K
Fairscale Capital, LLC 0.06% Add +4.0% 309 $89K
Bartlett & Co. Wealth Management LLC 0.00% No change 315 $88K
Silicon Valley Capital Partners 0.01% Add +174.1% 307 $86K
Investment Research & Advisory Group, Inc. 0.03% New 304 $85K
Fifth Third Bancorp 0.00% Add +188.5% 300 $84K
Robinswood Financial LLC 0.03% Reduce -4.2% 296 $83K
Blue Trust, Inc. 0.00% Add +5.5% 290 $81K
Kilter Group LLC 0.04% New 282 $79K
Front Row Advisors LLC 0.03% No change 273 $76K
Cape Investment Advisory, Inc. 0.03% Reduce -15.5% 272 $76K
Greykasell Wealth Strategies, Inc. 0.04% No change 268 $75K
Joseph Group Capital Management 0.02% No change 260 $73K
Roble, Belko & Company, Inc 0.01% New 258 $72K
Smithfield Trust Co 0.00% Add +16.6% 253 $71K
Opal Wealth Advisors, LLC 0.02% New 254 $71K
Hollencrest Capital Management 0.00% Reduce -10.0% 252 $70K
RMG Wealth Management LLC 0.01% — 241 $70K
Kiker Wealth Management, LLC 0.04% Reduce -7.4% 250 $70K
Archer Investment Corp 0.02% No change 239 $67K
Cypress Capital Management LLC (WY) 0.07% Reduce -4.4% 239 $67K
First Command Advisory Services, Inc. 0.00% New 237 $66K
Russell Investments Group, Ltd. 0.00% Reduce -0.8% 235 $66K
Hughes Financial Services, LLC 0.01% No change 228 $65K
EPG Wealth Management LLC 0.02% No change 232 $65K
Horizon Investments, LLC 0.00% Reduce -96.1% 229 $64K
Cary Street Partners Investment Advisory LLC 0.03% No change 215 $60K
SouthState Bank Corp 0.00% No change 209 $58K
LOM Asset Management Ltd 0.02% — 200 $56K
Centennial Bank 0.02% No change 200 $56K
Addison Advisors LLC 0.01% No change 200 $56K
TFC Financial Management, Inc. 0.01% No change 200 $56K
Team Financial Group, LLC 0.03% New 200 $56K
North Star Investment Management Corp. 0.00% Reduce -50.4% 198 $55K
Harbor Asset Planning, Inc. 0.05% — 194 $54K
Pinnacle Financial Partners Inc 0.00% No change 190 $53K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +126.8% 186 $52K
Breakwater Investment Management 0.02% No change 185 $52K
Arlington Trust Co LLC 0.01% No change 175 $49K
Arax Advisory Partners 0.00% Add +50.9% 172 $48K
Halbert Hargrove Global Advisors, LLC 0.00% No change 157 $44K
Nemes Rush Group LLC 0.00% Add +176.8% 155 $43K
Garde Capital, Inc. 0.00% Reduce -56.8% 152 $42K
Signature Resources Capital Management, LLC 0.03% No change 150 $42K
Guardian Wealth Advisors, LLC / NC 0.00% No change 138 $39K
FAS Wealth Partners, Inc. 0.00% Reduce -86.5% 135 $38K
Luminist Capital LLC 0.04% Add +42.1% 135 $37K
Private Wealth Asset Management, LLC 0.00% New 130 $36K
Hemington Wealth Management 0.01% No change 131 $36K
Salem Investment Counselors Inc. 0.00% Reduce -18.3% 125 $35K
Olistico Wealth, LLC 0.02% No change 124 $35K
Powell Investment Advisors, LLC 0.01% No change 117 $33K
Creekmur Asset Management LLC 0.01% No change 113 $32K
Financial Management Professionals, Inc. 0.00% No change 113 $32K
Dunhill Financial, LLC 0.01% New 112 $31K
Hazlett, Burt & Watson, Inc. 0.01% Add +61.1% 116 $31K
TD Capital Management LLC 0.00% No change 110 $31K
Evelyn Partners Asset Management Ltd 0.01% No change 104 $29K
Hartford Financial Management Inc. 0.01% No change 102 $28K
Trust Co. of Vermont 0.00% No change 102 $28K
Clark Wealth Partners 0.02% No change 101 $28K
Fourth Dimension Wealth, LLC 0.01% New 100 $28K
Kathleen S. Wright Associates Inc. 0.01% No change 100 $28K
Hilltop National Bank 0.01% — 100 $28K
UMB Bank, n.a. 0.00% New 100 $28K
Bogart Wealth, LLC 0.00% Reduce -99.0% 99 $28K
JFS Wealth Advisors, LLC 0.00% No change 95 $26K
CENTRAL TRUST Co 0.00% Add +26.4% 91 $25K
Trust Co. of Toledo NA 0.00% New 90 $25K
Grove Bank & Trust 0.00% New 89 $25K
GAMMA Investing LLC 0.00% Reduce -74.4% 89 $25K
Central Pacific Bank - Trust Division 0.00% No change 85 $24K
Physician Wealth Advisors, Inc. 0.00% No change 84 $23K
Running Point Capital Advisors, LLC 0.01% No change 80 $22K
Crewe Advisors LLC 0.00% No change 79 $22K
Rosenberg Matthew Hamilton 0.01% No change 79 $22K
Pineridge Advisors LLC 0.01% Reduce -37.9% 77 $22K
Roxbury Financial LLC 0.02% No change 77 $21K
Horizon Financial Services, LLC 0.01% No change 77 $21K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 73 $20K
Elequin Capital, LP 0.01% Add +421.4% 73 $20K
Barrett & Company, Inc. 0.01% No change 70 $20K
Bellwether Advisors, LLC 0.00% No change 62 $17K
American National Bank & Trust 0.00% New 62 $17K
Quest 10 Wealth Builders, Inc. 0.02% No change 60 $17K
IAG Wealth Partners, LLC 0.00% New 60 $17K
Center for Financial Planning, Inc. 0.00% No change 56 $16K
MPWM Advisory Solutions, LLC 0.01% Add +450.0% 55 $15K
Darwin Wealth Management, LLC 0.01% Reduce -54.2% 54 $15K
BankPlus Trust Department 0.00% No change 52 $15K
JNBA Financial Advisors 0.00% New 51 $14K
Smartleaf Asset Management LLC 0.00% New 51 $14K
Clearstead Advisors, LLC 0.00% No change 50 $14K
Beacon Capital Management, LLC 0.00% Add +91.7% 46 $13K
Realta Investment Advisors 0.01% No change 45 $13K
Harbor Investment Advisory, LLC 0.00% No change 45 $13K
Bulwark Capital Corp 0.01% — 43 $12K
Boreal Capital Management LLC 0.01% — 40 $11K
Eastern Bank 0.00% New 40 $11K
Main Street Group, LTD 0.00% No change 37 $10K
Aspect Partners, LLC 0.00% No change 36 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 32 $10K
Wolff Wiese Magana LLC 0.01% Reduce -58.0% 34 $9K
Sound Income Strategies, LLC 0.00% New 33 $9K
Cornerstone National Bank & Trust Co 0.00% No change 32 $9K
Painted Porch Advisors LLC 0.00% Reduce -71.4% 32 $9K
St Germain D J Co. Inc. 0.00% New 27 $8K
CX Institutional 0.00% New 26 $7K
New Millennium Group LLC 0.00% New 25 $7K
City State Bank 0.00% No change 25 $7K
TruNorth Capital Management, LLC 0.00% No change 25 $7K
Whittier Trust Co. 0.00% No change 25 $7K
MTM Investment Management, LLC 0.00% New 24 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $6K
Accredited Wealth Management, LLC 0.00% No change 20 $6K
Albion Financial Group 0.00% No change 20 $6K
Scarborough Advisors, LLC 0.00% New 20 $6K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 20 $6K
CVA Family Office, LLC 0.00% No change 20 $6K
Glass Jacobson Investment Advisors llc 0.00% Reduce -83.2% 18 $5K
Financial Connections Group, Inc. 0.00% New 20 $5K
Hoey Investments, Inc. 0.00% New 17 $5K
Strategic Investment Solutions, Inc. 0.00% New 16 $4K
Proathlete Wealth Management LLC 0.00% New 16 $4K
Gould Capital, LLC 0.00% No change 15 $4K
Strategic Wealth Investment Group, LLC 0.01% New 15 $4K
Logan Capital Management Inc. 0.00% No change 14 $4K
Medallion Wealth Advisors, LLC 0.00% No change 14 $4K
Family Legacy Financial Solutions, LLC 0.00% — 13 $4K
Smallwood Wealth Investment Management, LLC 0.00% New 13 $4K
Transce3nd, LLC 0.00% Reduce -14.3% 12 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 11 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 10 $3K
Pittenger & Anderson Inc. 0.00% No change 10 $3K
Frazier Financial Advisors, LLC 0.00% New 8 $2K
VSM Wealth Advisory, LLC 0.00% Reduce -55.6% 8 $2K
New England Capital Financial Advisors LLC 0.00% Add +16.7% 7 $2K
Atticus Wealth Management, LLC 0.00% No change 6 $2K
Keystone Global Partners, LLC 0.00% New 6 $2K
Horrell Capital Management, Inc. 0.00% No change 5 $1K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 5 $1K
Atwood & Palmer Inc. 0.00% No change 4 $1K
Fortitude Family Office, LLC 0.00% No change 3 $837
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 2 $569
Gold Investment Management Ltd. 0.00% No change 2 $552
Colonial Trust Advisors 0.00% New 1 $280
Northwest Capital Management Inc 0.00% Reduce -98.8% 1 $144

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