Vaneck Semiconductor ETFSMHETF

13F holders, Q3 2025 (September 30)
1,061holders +45
127new positions
73sold out
8famous investors
$326.38avg. 13F price*

At the end of Q3 2025, 1,061 institutions reported holding Vaneck Semiconductor ETF (SMH) in their 13F filings, up 45 from Q2 2025. 127 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($4.1B), Morgan Stanley ($827.6M) and LPL Financial LLC ($784.6M). 8 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), George Soros (0.3% of Soros Fund 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions127$504.7M
Exits73$336.7M

All 13F filers, Q2 2025 → Q3 2025: 5,715,000 shares bought and 7,654,850 shares sold, net −1,939,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,061 holders

Bank of America Corp. 0.31% Add +1.5% 12,654,464 $4.1B
Morgan Stanley 0.05% Add +38.5% 2,535,725 $827.6M
LPL Financial LLC 0.23% Add +16.2% 2,404,115 $784.6M
UBS Group AG 0.10% Reduce -2.9% 1,623,733 $529.9M
BNP Paribas Financial Markets 0.37% Reduce -32.2% 1,441,965 $470.6M
Goldman Sachs Group Inc. 0.06% Reduce -12.4% 1,214,573 $396.4M
JPMorgan Chase & Co. 0.03% Reduce -17.0% 1,210,753 $395.1M
Wells Fargo & Company 0.05% Add +9.2% 813,723 $265.6M
Healthcare of Ontario Pension Plan Trust Fund 0.49% Reduce -30.4% 800,000 $261.1M
Bank of Nova Scotia 0.44% Add +24986.6% 755,107 $246.4M
Citigroup Inc. 0.16% Reduce -2.1% 702,404 $229.2M
Royal Bank of Canada 0.04% Add +4.1% 602,125 $196.5M
Saudi Central Bank 7.47% No change 602,006 $196.5M
Menora Mivtachim Holdings LTD. 0.95% Add +0.4% 576,000 $188.0M
Meitav Investment House Ltd. 2.40% Add +17.0% 556,289 $181.3M
Northwestern Mutual Wealth Management Co. 0.11% Add +8.5% 526,529 $171.8M
Raymond James Financial Inc. 0.05% Reduce -6.0% 503,111 $164.2M
Cetera Investment Advisers 0.18% Add +17.8% 477,115 $155.7M
Harel Insurance Investments & Financial Services Ltd. 1.36% Add +21.7% 463,472 $151.3M
Main Management ETF Advisors, LLC 5.41% Reduce -52.7% 447,627 $146.1M
Balyasny Asset Management L.P. 0.24% Add +89.8% 355,880 $116.1M
Ameriprise Financial Inc. 0.03% Add +17.4% 334,173 $109.0M
Capula Management Ltd 0.80% Add +6186.0% 327,375 $106.8M
Renaissance Technologies 0.12% New 289,367 $94.4M
Rockefeller Capital Management L.P. 0.18% Add +6.3% 287,444 $93.8M
Envestnet Asset Management Inc. 0.03% Reduce -0.6% 282,771 $92.3M
Main Management Fund Advisors LLC 8.88% Reduce -30.3% 280,900 $91.7M
MML Investors Services, LLC 0.24% Reduce -2.9% 272,480 $88.9M
Osaic Holdings, Inc. 0.12% Add +6.9% 273,092 $83.3M
Commonwealth Equity Services, LLC 0.11% Add +3.4% 253,397 $82.7M
Migdal Insurance & Financial Holdings Ltd. 0.82% Reduce -48.4% 233,715 $76.3M
Susquehanna International Group, LLP 0.11% Reduce -16.6% 228,115 $74.4M
PEAK6 LLC 1.83% New 222,741 $72.7M
Portfolio Strategies, Inc. 8.17% Reduce -3.2% 215,468 $70.3M
Cambridge Investment Research Advisors, Inc. 0.19% Add +9.7% 209,932 $68.5M
Quadrature Capital Ltd 0.69% Add +3365.8% 179,946 $58.7M
Diversified Enterprises, LLC 3.95% Reduce -6.0% 179,770 $58.7M
Moss Adams Wealth Advisors LLC 4.56% Add +6.7% 179,175 $58.5M
FIL Ltd 0.05% Reduce -10.3% 178,264 $58.2M
Nan Shan Life Insurance Co., Ltd. 1.22% Add +176.4% 176,537 $57.6M
Clal Insurance Enterprises Holdings Ltd 0.44% Reduce -22.2% 175,000 $57.1M
Main Management LLC 3.95% Reduce -47.1% 165,357 $54.0M
Fisher Asset Management 0.02% Reduce -6.0% 162,708 $53.1M
D. E. Shaw & Co. 0.04% Add +80.9% 148,431 $48.4M
Hudson Bay Capital Management LP 0.32% New 140,342 $45.8M
NewEdge Wealth, LLC 0.64% Add +0.8% 123,913 $44.5M
Stifel Financial Corp. 0.04% Reduce -7.5% 134,966 $44.1M
Tudor Investment Corporation 0.29% Add +26.0% 134,396 $43.9M
Jones Financial Companies LLLP 0.03% Add +23.3% 134,635 $43.3M
Miller Investment Management, LP 3.84% Reduce -1.6% 117,189 $38.2M
RiverFront Investment Group, LLC 0.66% Add +5.3% 114,228 $37.7M
BlackRock, Inc. 0.00% Reduce -31.5% 113,037 $36.9M
Private Advisor Group, LLC 0.18% Add +11.2% 111,824 $36.5M
Jain Global LLC 0.50% New 109,335 $35.7M
J.Safra Asset Management Corp 2.10% Add +3.6% 105,909 $34.6M
Verition Fund Management LLC 0.20% Add +16.2% 102,046 $33.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.23% No change 101,511 $33.0M
Mariner, LLC 0.04% Add +5.3% 94,900 $31.0M
Rezny Wealth Management, Inc. 6.80% Reduce -2.7% 92,531 $30.2M
Wealthfront Advisers LLC 0.07% Add +5.1% 91,510 $29.9M
Twin Tree Management, LP 1.37% Reduce -68.5% 90,212 $29.4M
Round Rock Advisors LLC 4.65% Add +0.1% 89,946 $29.4M
Jane Street Group, LLC 0.03% Reduce -93.5% 89,148 $29.1M
Bank of Montreal 0.01% Reduce -86.6% 87,673 $28.6M
Kestra Advisory Services, LLC 0.12% Add +1.6% 82,316 $26.9M
Kraft, Davis & Associates, LLC 6.51% Reduce -0.0% 77,838 $26.8M
Yarbrough Capital, LLC 0.82% No change 81,148 $26.5M
Lyell Wealth Management, LP 1.87% Add +6.2% 77,269 $25.2M
Focus Partners Wealth 0.04% Add +0.5% 74,095 $24.2M
FMR LLC 0.00% Add +261.7% 72,918 $23.8M
Cibc World Market Inc. 0.05% Add +6.1% 71,601 $23.4M
Summit Financial, LLC 0.35% Add +1111.4% 71,074 $23.2M
TD Waterhouse Canada Inc. 0.15% Add +1.0% 68,597 $22.9M
Kozak & Associates, Inc. 4.45% Reduce -11.2% 66,345 $22.6M
Janney Montgomery Scott LLC 0.05% Add +3.1% 68,783 $22.4M
WESPAC Advisors SoCal, LLC 4.52% Add +3.7% 68,253 $22.3M
Pine Ridge Advisers LLC 1.52% No change 68,165 $22.2M
NewEdge Advisors, LLC 0.10% Add +109.2% 66,509 $21.7M
Harbour Investments, Inc. 0.48% Add +8.8% 65,480 $21.4M
Barclays PLC 0.01% Reduce -84.4% 65,212 $21.3M
Principle Wealth Partners LLC 1.24% Add +2.0% 65,172 $21.3M
Maven Securities LTD 3.99% New 63,824 $20.8M
Equitable Holdings, Inc. 0.15% Add +26.0% 62,203 $20.3M
Independent Financial Group, LLC 0.46% Add +11.3% 58,824 $19.2M
Prospera Financial Services Inc 0.32% Reduce -8.6% 57,495 $18.8M
Scotia Capital Inc. 0.08% Add +2.7% 56,701 $18.5M
Lido Advisors, LLC 0.08% Reduce -4.7% 56,428 $18.4M
Apexium Financial, LP 0.88% Add +9.5% 55,420 $18.1M
Gemsstock Ltd. 3.70% New 55,100 $18.0M
HRT Financial LP 0.07% Add +359.7% 54,809 $17.9M
Rothschild Capital Partners, LLC 4.21% Reduce -0.1% 54,612 $17.8M
Baird Financial Group, Inc. 0.03% Add +18.8% 54,223 $17.7M
Orion Porfolio Solutions, LLC 0.14% Add +6.7% 53,741 $17.5M
HighTower Advisors, LLC 0.02% Add +56.1% 53,708 $17.5M
Steward Partners Investment Advisory, LLC 0.10% Add +6.6% 52,983 $17.3M
Stevens Capital Management LP 2.28% New 52,732 $17.2M
MIG Capital, LLC 2.50% New 52,336 $17.1M
Mason & Associates Inc 3.36% Add +1.3% 51,150 $16.7M
Altfest L J & Co. Inc. 1.85% Add +0.1% 50,765 $16.6M
Assetmark, Inc. 0.04% Add +129.6% 50,007 $16.3M
Squarepoint Ops LLC 0.03% New 50,000 $16.3M
Park Avenue Securities LLC 0.12% Reduce -0.7% 48,885 $16.0M
Parallax Volatility Advisers, L.P. 0.53% Reduce -25.0% 48,366 $15.8M
Fifth Third Securities, Inc. 1.06% Reduce -4.2% 47,782 $15.6M
Absolute Capital Management, LLC 6.55% Add +9.9% 46,832 $15.3M
Apollon Wealth Management, LLC 0.27% Add +2.2% 46,621 $15.2M
AE Wealth Management LLC 0.10% Reduce -6.2% 46,439 $15.2M
Petredis Investment Advisors LLC 1.20% Add +3.0% 45,747 $14.9M
NFSG Corp 2.20% Add +1.3% 45,182 $14.7M
Schorn Wealth LLC 4.47% Add +2.0% 44,760 $14.6M
Concurrent Investment Advisors, LLC 0.25% Reduce -14.3% 43,688 $14.3M
Sowell Financial Services LLC 0.55% Reduce -12.7% 43,640 $14.2M
Cavalier Investments, LLC 5.67% Reduce -5.5% 48,390 $14.1M
Merit Financial Group, LLC 0.13% Reduce -0.5% 42,319 $13.8M
Great Valley Advisor Group, Inc. 0.27% Add +8.2% 41,406 $13.5M
Avalon Capital Management 3.30% Reduce -0.8% 41,259 $13.5M
MMBG Investment Advisors Co. 1.19% Reduce -6.2% 41,113 $13.4M
Creative Planning 0.01% Add +12.8% 41,081 $13.4M
Truist Financial Corp. 0.02% Reduce -12.8% 40,625 $13.3M
University of Illinois Foundation 4.55% No change 39,502 $12.9M
Valence8 US LP 4.35% No change 38,886 $12.7M
Mutual Advisors, LLC 0.28% Add +44.1% 36,222 $12.5M
Jackson Wealth Management, LLC 1.24% Add +0.5% 37,891 $12.4M
Potomac Fund Management Inc. 0.52% New 37,627 $12.3M
Soros Fund Management 0.28% New 37,500 $12.2M
U.S. Capital Wealth Advisors, LLC 0.33% Reduce -0.5% 37,316 $12.2M
Joseph P. Lucia & Associates, LLC 4.57% Add +1.3% 37,143 $12.1M
World Investment Advisors 0.25% Add +98.5% 37,084 $12.1M
GM Advisory Group, LLC 0.51% New 37,010 $12.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.46% No change 36,861 $12.0M
CreativeOne Wealth, LLC 0.29% Add +16.0% 36,636 $12.0M
Mfa Wealth Advisors, LLC 2.59% Reduce -0.7% 36,363 $11.9M
Plotkin Financial Advisors, LLC 5.83% Add +2.0% 36,159 $11.8M
Black Swift Group, LLC 2.07% Reduce -49.1% 35,931 $11.7M
Walleye Trading LLC 0.19% New 35,926 $11.7M
Rye Brook Capital LLC 9.87% Add +1.6% 35,925 $11.7M
Sanctuary Advisors, LLC 0.07% Add +8.0% 35,905 $11.7M
Phoenix Financial Ltd. 0.14% Reduce -73.7% 35,704 $11.7M
Horizon Wealth Management, LLC 1.71% Add +0.8% 35,691 $11.6M
Kingsview Wealth Management, LLC 0.18% Reduce -0.1% 35,292 $11.5M
ADAPT Investment Managers SA 2.36% New 34,434 $11.2M
SBI Securities Co., Ltd. 0.29% Reduce -1.5% 34,132 $11.1M
TCP Asset Management, LLC 1.96% Reduce -5.0% 33,623 $11.0M
Ring Mountain Capital, LLC 6.07% Add +6.5% 33,599 $11.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +5.4% 32,403 $10.9M
Csenge Advisory Group 0.52% Reduce -6.8% 33,146 $10.8M
Principal Securities, Inc. 0.18% Add +5.7% 32,810 $10.7M
Penobscot Investment Management Company, Inc. 0.80% Add +0.6% 31,885 $10.4M
J.W. Cole Advisors, Inc. 0.20% Reduce -8.3% 31,836 $10.4M
Level Four Advisory Services, LLC 0.36% Add +23.0% 31,810 $10.4M
LMR Partners LLP 0.20% Reduce -79.8% 31,647 $10.3M
EHP Funds Inc. 13.23% Add +21.3% 30,800 $10.1M
Tamar Securities, LLC 1.14% Add +0.5% 30,695 $10.0M
Ferguson Wellman Capital Management, Inc. 0.16% Reduce -1.2% 30,161 $9.8M
Kwmg, LLC 0.86% Reduce -0.1% 30,074 $9.8M
Woodline Partners LP 0.05% Reduce -19.7% 29,879 $9.8M
Thrivent Financial for Lutherans 0.02% Reduce -81.1% 29,686 $9.7M
SG Americas Securities, LLC 0.04% Add +821.7% 29,182 $9.5M
Concentrum Wealth Management 2.74% Add +8.1% 29,121 $9.5M
Integrated Wealth Concepts LLC 0.08% Add +7.6% 28,539 $9.3M
Momentum Wealth Planning, LLC 7.28% New 28,210 $9.2M
IAM Advisory, LLC 2.05% Reduce -5.6% 27,922 $9.1M
Global Retirement Partners, LLC 0.20% Add +0.8% 27,750 $9.1M
Wealthcare Advisory Partners LLC 0.18% Reduce -0.9% 27,201 $8.9M
Madrona Financial Services, LLC 1.93% Reduce -0.4% 26,842 $8.8M
Nwam LLC 0.47% Reduce -6.0% 25,834 $8.7M
WT Wealth Management 2.50% Reduce -7.3% 26,590 $8.7M
Blair William & Co. 0.02% Reduce -61.4% 26,549 $8.7M
Strategic Wealth Partners, Ltd. 0.64% Add +2.4% 26,373 $8.6M
Kickstand Ventures, Llc. 1.86% Reduce -1.4% 25,864 $8.4M
Hudock, Inc. 1.28% Add +1.4% 25,835 $8.4M
IHT Wealth Management, LLC 0.21% Add +3.6% 25,530 $8.3M
Snowden Capital Advisors LLC 0.23% Reduce -2.5% 25,394 $8.3M
Perkins Coie Trust Co 1.55% Add +5.7% 25,200 $8.2M
Stratos Wealth Partners, LTD. 0.10% Add +10.6% 24,983 $8.2M
AJ Advisors, LLC 3.34% Add +0.5% 24,981 $8.2M
Woodmont Investment Counsel LLC 0.54% Reduce -12.3% 24,785 $8.1M
Crown Wealth Group, LLC 2.40% Add +12.7% 24,510 $8.0M
Waverly Advisors, LLC 0.08% Add +1.6% 24,344 $7.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% New 24,284 $7.9M
PFG Advisors 0.32% Add +4.3% 24,031 $7.8M
Mercer Global Advisors Inc. 0.01% Reduce -18.3% 23,426 $7.6M
DRW Securities, LLC 0.39% New 23,318 $7.6M
Jefferies Financial Group Inc. 0.07% Add +25.3% 23,039 $7.5M
Advyzon Investment Management, LLC 1.28% Add +131.6% 22,803 $7.4M
Cornerstone Wealth Management, LLC 0.41% Add +9.2% 22,689 $7.4M
Guerra Advisors Inc 2.71% Reduce -13.0% 22,492 $7.3M
Cresset Asset Management, LLC 0.03% Add +4.6% 22,238 $7.3M
Edmond DE Rothschild Holding S.A. 0.11% No change 22,145 $7.2M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -31.7% 21,692 $7.1M
Sigma Planning Corp 0.20% Add +9.3% 21,410 $7.0M
Kestra Private Wealth Services, LLC 0.09% Reduce -11.8% 21,296 $7.0M
Man Group plc 0.01% Reduce -30.8% 21,267 $6.9M
D.A. Davidson & Co. 0.04% Reduce -18.2% 21,071 $6.9M
Reyes Financial Architecture, Inc. 4.65% Add +3916.3% 20,965 $6.8M
Ausdal Financial Partners, Inc. 0.33% Add +60.7% 20,605 $6.7M
Vontobel Holding Ltd. 0.02% Add +159.9% 20,519 $6.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +5759.4% 20,508 $6.7M
Waterloo Capital, L.P. 0.49% Add +34.3% 20,377 $6.7M
Wealth Quarterback LLC 2.56% Add +1.2% 20,312 $6.6M
Lake Hills Wealth Management, LLC 3.53% New 20,252 $6.6M
Financial Freedom, LLC 3.21% Add +5.4% 19,746 $6.4M
Atria Investments, Inc 0.07% Reduce -7.5% 19,559 $6.4M
Atom Investors LP 0.48% Add +125.2% 19,557 $6.4M
Cooper Capital Advisors LLC 4.07% New 19,281 $6.3M
StoneCrest Wealth Management, Inc. 2.72% Add +1.6% 19,035 $6.2M
Milestones Private Investment Advisors LLC 4.20% Reduce -0.2% 18,840 $6.1M
Aragon Global Management, LP 1.87% No change 18,600 $6.1M
Bay Rivers Group 2.55% Reduce -10.2% 18,564 $6.1M
Ayalon Insurance Comp Ltd. 1.53% No change 18,501 $6.0M
Y.D. More Investments Ltd 0.34% Add +8.0% 18,363 $6.0M
Beacon Pointe Advisors, LLC 0.05% Reduce -28.9% 18,321 $6.0M
Institute for Wealth Management, LLC. 0.62% Add +2.4% 18,264 $6.0M
Lowery Thomas, LLC 3.38% Add +7.0% 17,920 $5.8M
B. Riley Wealth Advisors, Inc. 0.27% Add +6.4% 16,986 $5.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.65% Reduce -1.2% 16,764 $5.5M
Spire Wealth Management 0.19% Add +12.6% 16,752 $5.5M
SCS Capital Management LLC 0.06% Reduce -9.6% 16,595 $5.4M
Oppenheimer & Co. Inc. 0.07% Reduce -2.6% 16,515 $5.4M
Adapt Wealth Advisors, LLC 1.97% New 16,370 $5.3M
KCM Investment Advisors LLC 0.17% Add +36.8% 16,362 $5.3M
Brookstone Capital Management 0.06% Reduce -27.6% 16,204 $5.3M
SFI Advisors, LLC 3.25% Reduce -3.3% 15,628 $5.1M
Advisory Services Network, LLC 0.07% Add +1.3% 15,443 $5.0M
Stephens Inc. 0.06% Add +2.5% 15,309 $5.0M
Capstone Investment Advisors, LLC 0.05% Add +27.1% 15,304 $5.0M
Means Investment Co., Inc. 0.43% Reduce -8.7% 15,267 $5.0M
Diversify Advisory Services, LLC 0.17% Reduce -60.5% 13,558 $5.0M
HSBC Holdings PLC 0.00% Add +44.6% 15,228 $4.9M
Orleans Capital Management Corp. 3.17% Reduce -27.9% 15,041 $4.9M
FRG Family Wealth Advisors LLC 0.78% Add +81.6% 14,900 $4.9M
HBW Advisory Services LLC 0.55% Add +49.3% 14,885 $4.9M
Centaurus Financial, Inc. 0.23% Add +2.0% 14,866 $4.9M
Richmond Investment Services, LLC 0.90% Add +41.3% 14,782 $4.8M
Massar Capital Management, LP 1.71% New 14,614 $4.8M
Quantinno Capital Management LP 0.01% Add +231.2% 14,588 $4.8M
Wedbush Securities Inc. 0.15% Reduce -1.3% 14,431 $4.7M
NTV Asset Management LLC 0.51% Add +0.9% 14,431 $4.7M
Pennsylvania Capital Management Inc. 1.37% Reduce -1.3% 14,389 $4.7M
Larson Financial Group LLC 0.16% Reduce -2.4% 14,324 $4.7M
Legacy Financial Strategies, LLC 0.83% Add +241.4% 14,109 $4.6M
Peapack Gladstone Financial Corp. 0.06% Reduce -0.2% 14,085 $4.6M
Westwood Wealth Management 1.68% Reduce -11.3% 14,025 $4.6M
NRI Wealth Management LC 2.44% New 13,975 $4.6M
Belpointe Asset Management LLC 0.17% Add +38.2% 13,852 $4.5M
Consolidated Capital Management, LLC 1.59% Reduce -24.1% 13,761 $4.5M
Quantitative Investment Management, LLC 0.62% New 13,678 $4.5M
TruWealth Advisors, LLC 0.22% Reduce -87.4% 13,557 $4.4M
Money Concepts Capital Corp. 0.27% Add +6.5% 13,507 $4.4M
Krilogy Financial LLC 0.17% Reduce -9.8% 12,222 $4.4M
Decker Retirement Planning Inc. 2.41% Reduce -53.9% 13,420 $4.4M
McGuire Investment Group, LLC 0.49% Reduce -0.9% 13,360 $4.4M
Castle Rock Wealth Management, LLC 0.96% Add +2.4% 12,864 $4.4M
Pinnacle Associates Ltd. 0.06% Add +8.1% 13,310 $4.3M
Destination Wealth Management 0.12% No change 13,236 $4.3M
Hall Capital Management Co. Inc. 1.69% Add +2.2% 13,152 $4.3M
Wellington Shields Capital Management, LLC 0.65% Reduce -5.5% 13,150 $4.3M
Aft, Forsyth & Sober, LLC 1.32% No change 13,000 $4.2M
Paragon Advisors, LLC 1.08% Add +22.0% 12,790 $4.2M
Western Wealth Management, LLC 0.22% Reduce -1.7% 12,539 $4.1M
BLVD Private Wealth, LLC 3.51% Reduce -11.5% 12,536 $4.1M
Alexis Investment Partners, LLC 0.35% Add +16.7% 12,506 $4.0M
ARS Investment Partners, LLC 0.26% Reduce -17.7% 12,284 $4.0M
PFG Investments, LLC 0.21% Reduce -1.5% 12,255 $4.0M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -11.3% 12,146 $4.0M
Sims Investment Management, LLC 1.43% Add +0.1% 12,081 $3.9M
Cannon Advisors, Inc. 2.58% Add +5.6% 11,138 $3.8M
Integrity Alliance, Llc. 0.18% Add +84.0% 11,731 $3.8M
Kingswood Wealth Advisors, LLC 0.23% Reduce -1.0% 11,713 $3.8M
5th Street Advisors, LLC 1.86% Add +9.8% 11,510 $3.8M
One Capital Management, LLC 0.11% Add +37.8% 11,005 $3.6M
Schonfeld Strategic Advisors LLC 0.02% Reduce -18.6% 10,908 $3.6M
MADDEN SECURITIES Corp 1.09% No change 10,889 $3.6M
PCG Wealth Advisors, LLC 1.03% Add +21.6% 10,827 $3.5M
Telos Capital Management, Inc. 0.34% Reduce -0.7% 10,733 $3.5M
Creative Financial Designs Inc. 0.23% Reduce -1.5% 10,535 $3.4M
Farther Finance Advisors, LLC 0.05% Add +136.2% 10,450 $3.4M
Traynor Capital Management, Inc. 0.20% Add +161.4% 10,439 $3.4M
Northern Trust Corp. 0.00% Add +89.3% 10,415 $3.4M
Quattro Financial Advisors LLC 1.07% Reduce -1.0% 10,376 $3.4M
CoreCap Advisors, LLC 0.12% Reduce -2.8% 10,372 $3.4M
Westside Investment Management, Inc. 0.54% Reduce -0.4% 10,340 $3.4M
Edgestream Partners, L.P. 0.10% New 10,323 $3.4M
Kaizen Financial Strategies 1.51% Reduce -17.3% 9,523 $3.3M
Moneco Advisors, LLC 0.28% Add +8.8% 10,218 $3.3M
Cwm, LLC 0.01% Add +5.0% 10,211 $3.3M
National Bank of Canada 0.00% Add +3.0% 10,200 $3.3M
Sage Mountain Advisors LLC 0.19% No change 10,136 $3.3M
Regal Investment Advisors LLC 0.21% Add +68.7% 9,846 $3.2M
Able Wealth Management LLC 1.20% Add +49.1% 9,806 $3.2M
StoneX Group Inc. 0.14% Add +12.7% 9,775 $3.2M
Cerity Partners LLC 0.01% Add +20.1% 9,751 $3.2M
Manufacturers Life Insurance Company, The 0.00% New 9,742 $3.2M
Kera Capital Partners, Inc. 0.48% Add +2.0% 9,715 $3.2M
Comerica Bank 0.01% Reduce -5.9% 9,664 $3.2M
Parallel Advisors, LLC 0.06% Reduce -0.9% 9,642 $3.1M
IFP Advisors, Inc 0.08% Add +127.3% 9,549 $3.1M
Ciovacco Capital Management LLC 1.57% Add +5.1% 9,529 $3.1M
Graham Capital Management, L.P. 0.17% Reduce -53.6% 9,501 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Add +15.2% 9,431 $3.1M
Wolverine Trading, LLC 0.06% Reduce -35.2% 9,347 $3.0M
Insigneo Advisory Services, LLC 0.21% Add +1.0% 9,210 $3.0M
Mezzasalma Advisors, LLC 0.75% Add +0.6% 9,029 $2.9M
Valley National Advisers Inc. 0.45% Add +1.9% 8,989 $2.9M
Moulton Wealth Management, Inc. 2.12% New 8,932 $2.9M
Snider Financial Group 0.79% Add +1.7% 8,918 $2.9M
Calton & Associates, Inc. 0.43% Add +12.8% 8,856 $2.9M
PNC Financial Services Group, Inc. 0.00% Add +23.5% 8,711 $2.8M
WealthBridge Investment Counsel Inc. 0.87% Reduce -1.7% 8,675 $2.8M
Pachira Investments Inc. 1.59% Add +203.2% 8,663 $2.8M
Arkadios Wealth Advisors 0.07% Reduce -10.4% 8,640 $2.8M
Van Eck Associates Corp. 0.00% Add +20.4% 8,549 $2.8M
Arcataur Capital Management LLC 0.82% Reduce -0.9% 8,516 $2.8M
Perigon Wealth Management, LLC 0.06% Add +10.7% 8,466 $2.8M
Mgo One Seven LLC 0.06% Add +1.0% 8,430 $2.8M
Three Magnolias Financial Advisors, LLC 1.71% Add +7.5% 8,397 $2.7M
Meridian Wealth Management, LLC 0.10% Add +46.9% 8,288 $2.7M
Claro Advisors Inc. 0.39% Add +5.1% 8,281 $2.7M
Robertson Stephens Wealth Management, LLC 0.08% Reduce -5.0% 8,251 $2.7M
Eclectic Associates Inc. 0.49% Reduce -14.6% 8,221 $2.7M
Flagship Harbor Advisors, LLC 0.12% Reduce -60.7% 8,212 $2.7M
Shay Capital LLC 0.48% Reduce -3.0% 8,192 $2.7M
Tsfg, LLC 0.42% Reduce -3.7% 8,185 $2.7M
SteelPeak Wealth, LLC 0.09% Add +2.2% 8,171 $2.7M
Prairie Wealth Advisors, Inc. 1.08% Reduce -1.2% 8,065 $2.6M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 7.43% Add +67.7% 8,048 $2.6M
Old Mission Capital LLC 0.09% New 7,958 $2.6M
Burke & Herbert Bank & Trust Co. 0.56% Reduce -7.3% 7,950 $2.6M
Concord Wealth Partners 0.36% Reduce -2.5% 7,938 $2.6M
Concord Asset Management, LLC 0.47% Reduce -2.6% 7,932 $2.6M
Maridea Wealth Management LLC 0.40% Add +390.3% 7,394 $2.6M
Hilltop Holdings Inc. 0.13% Add +32.8% 7,683 $2.5M
Symphony Financial Services, Inc. 1.35% Add +0.7% 7,667 $2.5M
Choreo, LLC 0.03% Add +4.6% 7,645 $2.5M
Foundations Investment Advisors, LLC 0.04% Reduce -2.6% 7,645 $2.5M
SeaCrest Wealth Management, LLC 0.26% Add +9.0% 7,204 $2.5M
Future Financial Wealth Managment LLC 1.55% Reduce -9.1% 7,532 $2.5M
Apollon Financial, LLC 0.41% Add +52.5% 7,490 $2.4M
Delos Wealth Advisors, LLC 1.64% Add +6.4% 7,443 $2.4M
International Assets Investment Management, LLC 0.19% Add +0.3% 8,717 $2.4M
GC Wealth Management RIA, LLC 0.08% Add +445.8% 7,341 $2.4M
Bluesphere Advisors LLC 1.06% Reduce -6.2% 7,092 $2.3M
Schear Investment Advisers, LLC 1.02% No change 7,027 $2.3M
Garden State Investment Advisory Services LLC 0.57% Add +5.6% 6,874 $2.2M
&partners 0.01% Add +46.3% 6,840 $2.2M
Joel Isaacson & Co., LLC 0.08% No change 6,731 $2.2M
Tactive Advisors, LLC 0.62% Add +1.2% 6,727 $2.2M
Headlands Technologies LLC 0.18% New 6,719 $2.2M
Dumont & Blake Investment Advisors LLC 0.53% Reduce -0.6% 6,709 $2.2M
Carnegie Investment Counsel 0.04% Reduce -1.4% 6,710 $2.2M
HB Wealth Management, LLC 0.01% Add +10.2% 6,687 $2.2M
Ignite Planners, LLC 0.36% Reduce -0.8% 6,664 $2.2M
Florida Financial Advisors, LLC 0.65% Add +48.6% 6,488 $2.1M
Beaumont Financial Advisors, LLC 0.14% Add +0.2% 6,488 $2.1M
Klingenstein Fields & Co. LP 0.08% No change 6,486 $2.1M
Napa Wealth Management 0.99% Add +108.3% 6,484 $2.1M
Advisors Management Group Inc. 0.37% Reduce -0.7% 6,418 $2.1M
Integrity Wealth Advisors, Inc. 0.74% Add +109.0% 6,723 $2.1M
MAI Capital Management 0.01% Add +6.7% 6,187 $2.0M
Thoroughbred Financial Services, LLC 0.12% Add +27.6% 6,180 $2.0M
Empowered Funds, LLC 0.02% Reduce -44.6% 6,137 $2.0M
Mascagni Wealth Management, Inc. 1.54% Add +1.6% 6,108 $2.0M
HBK Sorce Advisory LLC 0.05% Add +2.2% 5,830 $2.0M
IFG Advisory, LLC 0.09% Add +80.1% 6,104 $2.0M
Ieq Capital, LLC 0.01% Add +257.3% 6,067 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.07% Reduce -13.6% 6,018 $2.0M
Independent Advisor Alliance 0.05% Reduce -13.0% 5,952 $1.9M
Peak Planning Group, LLC 1.01% Add +31.6% 5,933 $1.9M
Bright Futures Wealth Management, LLC. 1.53% — 5,927 $1.9M
Arete Wealth Advisors, LLC 0.12% Add +138.1% 5,860 $1.9M
Piscataqua Savings Bank 1.48% Reduce -2.1% 5,828 $1.9M
Corient Private Wealth LP 0.00% Add +18.6% 5,824 $1.9M
Greenwood Gearhart LLC 0.11% No change 5,813 $1.9M
Wisconsin Wealth Advisors, LLC 1.78% Reduce -1.9% 5,728 $1.9M
Signal Advisors Wealth, LLC 0.17% Reduce -60.9% 5,725 $1.9M
Heritage Oak Wealth Advisors LLC 0.69% Reduce -1.6% 5,709 $1.9M
Providence First Trust Co 0.64% Reduce -12.9% 5,664 $1.8M
Oxford Financial Group, LTD. LLC 0.10% No change 5,650 $1.8M
Grantvest Financial Group LLC 1.25% Add +1.3% 5,552 $1.8M
Delta Financial Advisors LLC 0.51% New 5,543 $1.8M
Copia Wealth Management 1.33% Reduce -1.1% 5,473 $1.8M
Chemung Canal Trust Co. 0.36% New 5,464 $1.8M
MGB Wealth Management, LLC 0.49% Reduce -6.0% 5,358 $1.7M
Regency Capital Management Inc.\DE 0.82% Add +86.1% 5,305 $1.7M
Two Sigma Securities, LLC 0.25% Add +7.4% 5,293 $1.7M
Composition Wealth, LLC 0.03% Add +3.1% 5,291 $1.7M
Wbi Investments, LLC 0.44% Add +43.2% 5,241 $1.7M
Magnus Financial Group LLC 0.13% Add +8.6% 5,215 $1.7M
Evolution Wealth Advisors, LLC 0.23% Add +2.0% 5,190 $1.7M
Allworth Financial LP 0.01% Add +56.1% 5,126 $1.7M
New Insight Wealth Advisors 0.63% Reduce -5.4% 5,107 $1.7M
Private Trust Co. NA 0.15% Add +5.8% 5,088 $1.7M
Apex Wealth Management, LLC 1.18% Reduce -3.3% 5,075 $1.7M
Carmel Capital Management L.L.C. 0.50% No change 5,062 $1.7M
Ritholtz Wealth Management 0.03% New 5,052 $1.6M
Wealthspire Advisors, LLC 0.01% Add +27.7% 5,045 $1.6M
Dearborn Partners LLC 0.08% Add +0.5% 5,034 $1.6M
Clarus Wealth Advisors 0.73% Add +1.2% 4,874 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Add +80.5% 4,981 $1.6M
Nomura Asset Management Co. Ltd. 0.00% Reduce -60.6% 4,848 $1.6M
B.O.S.S. Retirement Advisors, LLC 0.37% Reduce -2.6% 4,797 $1.6M
GPS Wealth Strategies Group, LLC 0.17% Add +13.9% 4,788 $1.6M
US Bancorp \de 0.00% Reduce -5.7% 4,761 $1.6M
Calamos Wealth Management LLC 0.06% Add +5.7% 4,753 $1.6M
Acorn Creek Capital LLC 0.58% Reduce -2.4% 4,734 $1.5M
Avidian Wealth Enterprises, LLC 0.06% Add +2.8% 4,717 $1.5M
Retirement Income Solutions, Inc. 0.26% No change 4,686 $1.5M
Optiver Holding B.V. 0.02% Reduce -82.4% 4,677 $1.5M
Liberty Square Wealth Partners LLC 0.47% Add +5.7% 4,624 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +18.8% 4,618 $1.5M
Cheviot Value Management, LLC 0.16% No change 4,100 $1.5M
Credit Industriel Et Commercial 0.33% Reduce -63.6% 4,503 $1.5M
Dynamic Advisor Solutions LLC 0.04% Add +0.5% 4,492 $1.5M
SWS Partners 0.35% Reduce -4.4% 4,448 $1.5M
Founders Financial Alliance, LLC 0.27% Add +5.1% 4,426 $1.4M
Ameritas Advisory Services, LLC 0.09% Reduce -71.0% 4,415 $1.4M
Axecap Investments, LLC 0.89% Add +1.9% 4,415 $1.4M
Wedmont Private Capital 0.05% Add +34.0% 4,269 $1.4M
Sterling Investment Advisors, Ltd. 0.28% Reduce -3.8% 4,385 $1.4M
Capital Markets Trading UK LLP 1.44% Reduce -57.5% 4,319 $1.4M
Synovus Financial Corp. 0.02% Reduce -1.0% 4,301 $1.4M
Captrust Financial Advisors 0.00% Add +13.8% 4,279 $1.4M
Flagship Wealth Advisors, LLC 0.46% Reduce -7.1% 4,243 $1.4M
First Heartland Consultants, Inc. 0.11% Add +2.1% 4,229 $1.4M
Sfmg, LLC 0.10% Add +23.2% 4,217 $1.4M
Apriem Advisors 0.13% No change 4,165 $1.4M
Moneta Group Investment Advisors LLC 0.01% Reduce -0.1% 4,163 $1.4M
Fox Hill Wealth Management 0.64% Add +0.1% 4,160 $1.4M
Silverlake Wealth Management LLC 0.33% Add +3.5% 4,149 $1.4M
AQR Capital Management 0.00% Add +19.2% 4,128 $1.3M
Dakota Wealth Management 0.03% Reduce -10.3% 4,114 $1.3M
Inspire Advisors, LLC 0.13% Reduce -2.5% 4,087 $1.3M
Adirondack Trust Co. 0.44% Reduce -0.3% 4,052 $1.3M
PGIM Custom Harvest LLC 0.02% Add +13.6% 4,026 $1.3M
Avior Wealth Management, LLC 0.04% Add +17.3% 4,007 $1.3M
American Institute for Advanced Investment Management, LLP 0.85% Add +5.1% 3,994 $1.3M
Carter Financial Group, INC. 0.78% Add +3.5% 3,977 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +6.1% 3,960 $1.3M
Global Financial Private Client, LLC 0.46% Add +0.8% 3,947 $1.3M
Maripau Wealth Management LLC 0.64% Add +29.0% 3,911 $1.3M
Nikulski Financial, Inc. 0.32% Add +72.4% 3,883 $1.3M
Modern Wealth Management, LLC 0.03% Reduce -61.4% 3,881 $1.3M
NorthCoast Asset Management LLC 0.00% Add +10.3% 3,871 $1.3M
Ascentis Independent Advisors 0.21% Add +3.3% 3,870 $1.3M
Inscription Capital, LLC 0.14% Reduce -1.9% 3,843 $1.3M
Perennial Investment Advisors, LLC 0.10% Reduce -8.4% 3,824 $1.2M
Accurate Wealth Management, LLC 0.17% Add +50.0% 3,736 $1.2M
Sovran Advisors, LLC 0.11% Add +5.9% 3,394 $1.2M
Game Plan Financial Advisors, LLC 0.56% Reduce -0.7% 3,770 $1.2M
Pines Wealth Management, LLC 0.41% Add +1.0% 3,748 $1.2M
Sovereign Financial Group, Inc. 0.23% Reduce -5.4% 3,746 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Add +7.6% 3,732 $1.2M
Groupe la Francaise 0.02% New 4,420 $1.2M
Bawa N Mallick Trust 0.46% No change 3,714 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +13.7% 3,713 $1.2M
Wealth Watch Advisors, INC 0.50% New 3,685 $1.2M
Roof Eidam Maycock Peralta, LLC 0.29% No change 3,682 $1.2M
Darden Wealth Group Inc 0.63% Add +8.5% 3,663 $1.2M
Forefront Wealth Partners, LLC 0.30% Reduce -29.8% 3,644 $1.2M
Jackson Hole Capital Partners, LLC 0.20% No change 3,612 $1.2M
Trilogy Capital Inc. 0.05% Reduce -8.4% 3,596 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Add +1.6% 3,586 $1.2M
Unique Wealth, LLC 0.17% Add +56.5% 3,560 $1.2M
Venture Visionary Partners LLC 0.04% Add +66.3% 3,536 $1.2M
Mystic Asset Management, Inc. 0.26% Add +1.1% 3,523 $1.1M
Flagstar Securities, Inc. 0.35% Reduce -3.9% 3,514 $1.1M
Bramshill Investments, LLC 0.08% Reduce -12.5% 3,500 $1.1M
Tandem Capital Management Corp. 0.53% No change 3,480 $1.1M
Sound View Wealth Advisors Group, LLC 0.08% Reduce -0.6% 3,462 $1.1M
Q3 Asset Management 0.39% New 3,433 $1.1M
TD Private Client Wealth LLC 0.03% Add +116.6% 3,403 $1.1M
Sawgrass Asset Management LLC 0.14% No change 3,400 $1.1M
Premier Path Wealth Partners, LLC 0.14% Reduce -0.5% 3,388 $1.1M
Eagle Capital Management, LLC 0.41% New 3,340 $1.1M
Gotham Asset Management 0.00% Add +1.2% 3,339 $1.1M
Novare Capital Management LLC 0.08% Reduce -14.7% 3,335 $1.1M
Iron Gate Global Advisors LLC 0.11% Reduce -1.9% 3,317 $1.1M
Ancora Advisors LLC 0.02% Reduce -3.8% 3,303 $1.1M
Transcend Capital Advisors, LLC 0.08% Add +2.9% 3,303 $1.1M
Kesler, Norman & Wride, LLC 0.21% Add +4.7% 4,446 $1.1M
Smith, Moore & Co. 0.08% No change 3,293 $1.1M
Cambridge Advisors Inc. 0.21% Add +0.3% 3,265 $1.1M
Strategic Blueprint, LLC 0.05% Add +5.8% 3,243 $1.1M
Intrua Financial, LLC 0.12% Reduce -11.8% 3,238 $1.1M
Tradition Wealth Management, LLC 0.08% Add +10.2% 3,233 $1.1M
Aspire Capital Advisors LLC 0.26% Add +1.3% 3,203 $1.0M
Cornerstone Advisory, LLC 0.10% Add +18.6% 3,196 $1.0M
Titleist Asset Management, LLC 0.09% Reduce -0.5% 3,156 $1.0M
KG Capital Management 0.28% Add +4.9% 3,153 $1.0M
RMR Wealth Builders 0.09% Add +2.2% 3,147 $1.0M
Milestone Asset Management, LLC 0.19% Reduce -23.4% 3,131 $1.0M
Purus Wealth Management, LLC 0.32% Add +7.8% 3,094 $1.0M
Prosperity Wealth Management, Inc. 0.34% Add +18.5% 3,053 $997K
Brian Low Financial Group, LLC 0.77% Reduce -1.6% 3,046 $994K
American Financial Advisors, LLC 0.13% No change 3,015 $984K
NWF Advisory Services Inc. 0.11% Add +20.0% 3,005 $981K
Nwi Management LP 0.10% Reduce -99.0% 3,000 $979K
Hamilton Wealth, LLC 0.20% Add +20.0% 2,980 $973K
Strategic Financial Concepts, LLC 0.14% New 2,971 $970K
Winch Advisory Services, LLC 0.22% Add +5.0% 2,934 $957K
SVB Wealth LLC 0.05% New 2,927 $955K
Midwest Financial Group LLC 0.46% Add +0.3% 2,925 $955K
Tennessee Valley Asset Management Partners 0.13% Add +9.9% 2,917 $952K
LVM Capital Management Ltd. 0.09% Reduce -2.5% 2,890 $943K
Welch Group, LLC 0.04% Add +1.4% 2,873 $938K
Summit Trail Advisors, LLC 0.01% No change 2,869 $936K
CMT Capital Markets Trading GmbH 0.39% Reduce -72.6% 2,858 $933K
Biltmore Family Office, LLC 0.13% No change 2,850 $930K
Accel Wealth Management 0.27% New 2,844 $928K
XTX Topco Ltd 0.05% Reduce -63.3% 2,837 $926K
O'ROURKE & COMPANY, Inc 0.39% Add +0.8% 2,832 $924K
Fsa Wealth Partners, Inc. 0.35% New 2,817 $919K
PCG Asset Management, LLC 0.74% Add +1.7% 2,810 $917K
Millennium Management 0.00% Reduce -92.1% 2,799 $913K
Interactive Financial Advisors, Inc. 0.49% Reduce -30.9% 2,792 $911K
Jacobi Capital Management LLC 0.06% Reduce -15.2% 2,790 $911K
Geneos Wealth Management Inc. 0.02% Reduce -55.4% 2,786 $909K
CIBC Private Wealth Group LLC 0.00% Add +18.9% 2,773 $905K
PKS Advisory Services, LLC 0.21% Add +24.0% 2,756 $899K
Thompson Davis & Co., Inc. 0.55% New 2,750 $897K
Sequoia Financial Advisors, LLC 0.01% Add +15.0% 2,747 $897K
Advisory Alpha, LLC 0.02% Reduce -1.2% 2,645 $895K
MPS Loria Financial Planners, LLC 0.24% No change 2,736 $893K
Gateway Wealth Partners, LLC 0.12% Reduce -2.8% 2,729 $891K
Greenwich Wealth Management LLC 0.04% Reduce -29.3% 2,721 $888K
Zhang Financial LLC 0.04% Add +89.5% 2,712 $885K
Schnieders Capital Management, Llc. 0.14% — 2,709 $884K
Riggs Asset Managment Co. Inc. 0.19% Reduce -16.9% 2,705 $883K
Vestmark Advisory Solutions, Inc. 0.02% Add +119.5% 2,704 $882K
Runnymede Capital Advisors, Inc. 0.73% Add +14.2% 2,703 $882K
Focus Financial Network, Inc. 0.03% Add +3.1% 2,697 $880K
Global Assets Advisory, LLC 0.26% Reduce -1.5% 2,696 $880K
Clear Creek Financial Management, LLC 0.08% Add +7.0% 2,695 $880K
Comprehensive Financial Planning, Inc. 0.60% Add +0.5% 2,694 $879K
Financial Perspectives, Inc 0.24% No change 2,694 $879K
Fiduciary Alliance LLC 0.06% Add +3.4% 2,689 $877K
Moran Wealth Management, LLC 0.03% Add +70.6% 2,680 $875K
Brass Tax Wealth Management, Inc. 0.14% Reduce -9.4% 2,660 $868K
T. Rowe Price Associates Inc. 0.00% Reduce -5.4% 2,650 $865K
OneAscent Financial Services LLC 0.06% Reduce -12.0% 2,635 $860K
Gladstone Institutional Advisory LLC 0.03% Reduce -13.8% 2,633 $859K
Investment Management Corp. /Va/ 0.74% Add +1.5% 2,632 $859K
Quantum Portfolio Management LLC 0.25% Add +12.5% 2,625 $857K
Moors & Cabot, Inc. 0.04% Reduce -26.1% 2,620 $855K
Capital Wealth Alliance, LLC 0.42% New 2,619 $855K
City Center Advisors, LLC 0.83% Add +0.2% 2,603 $850K
Aptus Capital Advisors, LLC 0.01% Add +18.9% 2,586 $844K
Greystone Financial Group, LLC 0.13% Reduce -17.5% 2,572 $839K
Moloney Securities Asset Management, LLC 0.10% Reduce -24.5% 2,568 $838K
Mathes Company, Inc. 0.30% No change 2,555 $834K
Sunbelt Securities, Inc. 0.06% Reduce -2.3% 2,554 $833K
Prime Capital Investment Advisors, LLC 0.01% Add +11.9% 2,551 $832K
Patten & Patten Inc. 0.05% New 2,537 $828K
Brown Brothers Harriman & Co. 0.01% Reduce -0.8% 2,517 $821K
Deltec Asset Management LLC 0.13% No change 2,500 $816K
SOA Wealth Advisors, LLC. 0.13% Add +0.3% 2,497 $815K
Total Clarity Wealth Management, Inc. 0.22% Add +0.9% 2,482 $810K
Fort Point Capital Partners LLC 0.10% No change 2,472 $807K
VestGen Advisors, LLC 0.03% New 2,465 $804K
Chevy Chase Trust Holdings, LLC 0.00% Add +30.3% 2,456 $802K
Peak Asset Management, LLC 0.14% Add +0.8% 2,454 $801K
OneDigital Investment Advisors LLC 0.01% Reduce -1.8% 2,451 $800K
KERR FINANCIAL PLANNING Corp 1.13% — 2,317 $799K
Greater Midwest Financial Group, LLC 0.52% Reduce -0.5% 2,448 $799K
Focus Partners Advisor Solutions, LLC 0.01% Add +18.4% 2,373 $792K
Curran Financial Partners, LLC 0.16% Add +43.6% 2,428 $792K
E&G Advisors, LLC 0.18% Reduce -3.3% 2,407 $786K
Independence Bank of Kentucky 0.10% Reduce -1.4% 2,405 $785K
Insight Advisors, LLC/ PA 0.12% Add +4.0% 2,396 $783K
Elevate Capital Advisors, LLC 0.54% Reduce -3.9% 2,388 $779K
Stonebridge Financial Planning Group, LLC 0.29% Add +1.7% 2,375 $775K
Madden Advisory Services, Inc. 0.32% Add +12.0% 2,366 $772K
Trexquant Investment LP 0.01% Reduce -33.4% 2,343 $765K
Cyndeo Wealth Partners, LLC 0.04% No change 2,341 $764K
Founders Financial Securities LLC 0.05% Add +1.1% 2,332 $761K
Compound Planning, Inc. 0.02% Reduce -11.3% 2,313 $755K
LaSalle St. Investment Advisors, LLC 0.14% Add +13.5% 2,310 $754K
Symmetry Investments LP 0.06% Reduce -88.6% 2,300 $751K
Clarity Financial LLC 0.07% Reduce -23.9% 2,298 $750K
Seaview Investment Managers LLC 0.28% Reduce -11.3% 2,283 $745K
Advisor OS, LLC 0.06% Add +3.9% 2,274 $742K
SeaBridge Investment Advisors LLC 0.12% Reduce -25.8% 2,231 $728K
Cadent Capital Advisors, LLC 0.19% New 2,230 $728K
Quantbot Technologies LP 0.02% Reduce -77.0% 2,228 $727K
Ellevest, Inc. 0.10% Reduce -3.0% 2,220 $725K
Silver Oak Securities, Incorporated 0.05% Add +2.9% 2,209 $721K
Abound Financial, LLC 0.29% No change 2,200 $718K
Lodestar Private Asset Management LLC 0.07% Reduce -51.6% 2,182 $712K
MJP Associates Inc. 0.09% Add +15.4% 2,160 $705K
Concorde Asset Management, LLC 0.29% — 2,075 $703K
Nvwm, LLC 0.15% Reduce -7.3% 2,112 $689K
TCFG Wealth Management, LLC 0.27% No change 2,110 $689K
WJ Wealth Management, LLC 0.30% Reduce -50.0% 1,896 $688K
Glen Eagle Advisors, LLC 0.10% Add +5.3% 2,100 $685K
Soltis Investment Advisors LLC 0.05% Add +26.0% 2,089 $682K
HHM Wealth Advisors, LLC 0.08% Add +0.4% 2,081 $679K
Endowment Wealth Management, Inc. 0.31% Add +14.9% 2,075 $677K
Chicago Partners Investment Group LLC 0.02% Add +6.4% 1,863 $677K
Lanark Financial, Inc. 0.05% Reduce -3.2% 2,032 $663K
Valeo Financial Advisors, LLC 0.02% No change 2,031 $663K
LJI Wealth Management, LLC 0.12% Reduce -0.3% 2,029 $662K
Kovack Advisors, Inc. 0.06% Reduce -55.9% 2,026 $661K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -2.0% 2,006 $655K
Matauro, LLC 0.10% Add +5.5% 1,996 $651K
Montis Financial, LLC 0.15% New 1,979 $646K
Berkshire Asset Management LLC 0.03% Reduce -30.7% 1,978 $646K
Credit Agricole S A 0.00% — 1,974 $644K
Tritonpoint Wealth, LLC 0.05% Add +14.9% 1,932 $631K
Ranch Capital Advisors Inc. 0.24% Add +0.2% 1,932 $630K
CWS Financial Advisors, LLC 0.17% No change 1,920 $627K
Annex Advisory Services, LLC 0.01% No change 1,915 $625K
Guardian Asset Advisors, LLC 0.34% Reduce -10.4% 1,913 $625K
GK Wealth Management LLC 0.46% Add +0.1% 1,891 $617K
Clark Capital Management Group, Inc. 0.00% Add +57.5% 1,890 $617K
Berbice Capital Management LLC 0.38% Add +0.1% 1,889 $616K
Vaughan David Investments LLC 0.01% Reduce -6.0% 1,879 $613K
Cary Street Partners Financial LLC 0.02% Add +12.2% 1,868 $610K
1832 Asset Management L.P. 0.00% Add +36.8% 1,860 $607K
Pine Valley Investments Ltd Liability Co 0.03% Add +38.0% 1,853 $605K
Pathstone Holdings, LLC 0.00% No change 1,851 $604K
WealthCare Investment Partners, LLC 0.20% Reduce -3.4% 1,803 $602K
Strategies Wealth Advisors, LLC 0.06% Add +6.3% 1,842 $601K
RFG Advisory, LLC 0.01% Add +20.5% 1,818 $593K
FourThought Financial Partners, LLC 0.05% No change 1,811 $591K
Lewis Asset Management, LLC 0.24% Add +9.1% 1,792 $585K
RPS Advisory Solutions LLC 0.29% New 1,790 $584K
Canvas Wealth Advisors, LLC 0.11% Reduce -3.2% 1,721 $579K
Visionary Wealth Advisors 0.03% Add +5.7% 1,774 $579K
Brown Advisory Inc. 0.00% No change 1,773 $579K
Savant Capital, LLC 0.00% Add +0.1% 1,766 $576K
Betterment LLC 0.00% Reduce -4.8% 1,765 $576K
17 Capital Partners, LLC 0.31% Add +9.7% 1,761 $575K
Brighton Jones LLC 0.01% Add +18.7% 1,760 $575K
Financial Partners Group, Inc 0.07% No change 1,755 $573K
Seros Financial, LLC 0.34% Add +19.0% 1,727 $564K
Franklin Resources Inc. 0.00% No change 1,715 $560K
AlphaCore Capital LLC 0.02% Reduce -0.6% 1,714 $559K
Argyle Capital Partners, LLC 0.40% Reduce -13.8% 1,702 $555K
Polymer Capital Management (HK) LTD 0.08% No change 1,700 $555K
AlTi Global, Inc. 0.01% Add +70.3% 1,688 $551K
DAVENPORT & Co LLC 0.00% Add +5.8% 1,668 $544K
Elm3 Financial Group, LLC 0.45% Reduce -2.3% 1,663 $543K
Harvest Investment Services, LLC 0.11% Add +43.5% 1,646 $537K
Alteri Wealth LLC 0.18% Add +13.1% 1,640 $535K
Capital Analysts, LLC 0.02% Add +10.3% 1,639 $535K
SHUTTLEWORTH & Co 0.48% — 1,631 $532K
Kane Investment Management, Inc. 0.26% Add +26.8% 1,613 $526K
Armstrong Advisory Group, Inc. 0.04% Add +5.8% 1,595 $520K
J Hagan Capital, Inc. 0.31% New 1,585 $517K
Capital Investment Advisors, LLC 0.01% Add +9.6% 1,581 $516K
Element Wealth, LLC 0.22% New 1,579 $515K
Berger Financial Group, Inc 0.03% Add +1.7% 1,563 $510K
Secure Asset Management, LLC 0.08% Add +65.8% 1,524 $509K
M&T Bank Corp 0.00% Reduce -3.1% 1,551 $506K
Resurgent Financial Advisors LLC 0.25% Reduce -16.2% 1,551 $506K
Strengthening Families & Communities, LLC 0.11% Reduce -0.3% 1,792 $503K
Chilton Investment Co. Inc. 0.01% No change 1,528 $499K
Victory Financial Group, LLC 0.07% New 1,527 $498K
AdvisorNet Financial, Inc 0.03% Reduce -8.9% 1,522 $497K
RDA Financial Network 0.12% Reduce -0.9% 1,510 $493K
SMART Wealth LLC 0.19% Reduce -43.8% 1,509 $492K
Accretive Wealth Partners, LLC 0.15% No change 1,507 $492K
FineMark National Bank & Trust 0.02% Reduce -3.6% 1,506 $491K
Meredith Wealth Planning 0.15% Reduce -0.6% 1,496 $488K
Seamount Financial Group Inc. 0.23% Reduce -0.8% 1,493 $487K
Trueblood Wealth Management, LLC 0.19% No change 1,491 $487K
Main Street Financial Solutions, LLC 0.03% Add +36.4% 1,473 $481K
Gitterman Wealth Management, LLC 0.11% Add +36.2% 1,455 $475K
FSA Investment Group, LLC 0.29% New 1,410 $471K
Winthrop Advisory Group LLC 0.04% Reduce -2.1% 1,427 $466K
Leigh Baldwin & Co., LLC 0.26% Add +0.7% 1,423 $465K
Arlington Capital Management, Inc. 0.30% Reduce -0.2% 1,418 $463K
Montecito Bank & Trust 0.07% — 1,418 $463K
Union Bancaire Privee, UBP SA 0.01% No change 1,480 $461K
Detalus Advisors, LLC 0.12% No change 1,402 $458K
LM Advisors LLC 0.07% Add +13.5% 1,399 $457K
Guyasuta Investment Advisors Inc. 0.03% No change 1,400 $457K
Advisors Capital Management, LLC 0.01% New 1,399 $457K
Signaturefd, LLC 0.01% Reduce -5.7% 1,399 $456K
ProVise Management Group, LLC 0.03% Add +0.5% 1,393 $455K
HF Advisory Group, LLC 0.17% Add +0.4% 1,387 $453K
Northstar Advisory Group, LLC 0.18% Reduce -13.6% 1,381 $451K
MRA Advisory Group 0.19% Add +1.9% 1,345 $439K
Private Client Services, LLC 0.15% Reduce -29.3% 1,333 $435K
Red Door Wealth Management, LLC 0.05% Reduce -5.3% 1,328 $433K
WESPAC Advisors, LLC 0.25% Reduce -1.1% 1,326 $433K
Leeward Financial Partners, LLC 0.12% Add +12.6% 1,322 $431K
Somerset Group LLC 0.34% Reduce -1.5% 1,320 $431K
Octavia Wealth Advisors, LLC 0.04% Reduce -0.2% 1,319 $431K
GTS Securities LLC 0.02% Reduce -7.9% 1,318 $430K
Brand Asset Management Group, Inc. 0.12% Add +11.5% 1,306 $426K
Birch Hill Investment Advisors LLC 0.02% No change 1,293 $422K
JB Capital LLC 0.02% Add +1.8% 1,292 $422K
Brady Martz Wealth Solutions, LLC 0.08% No change 1,292 $422K
Bosman Wealth Management, LLC 0.32% Reduce -3.0% 1,251 $408K
Advance Capital Management, Inc. 0.02% Add +5.3% 1,249 $408K
Magnolia Capital Advisors LLC 0.11% New 1,236 $403K
Sandbox Financial Partners, LLC 0.12% Add +12.4% 1,235 $403K
IMG Wealth Management, Inc. 0.27% No change 1,229 $401K
Fairfield Financial Advisors, LTD 0.13% Reduce -6.6% 1,225 $400K
Integrity Investment Advisors, LLC 0.26% Reduce -4.1% 1,222 $399K
Redhawk Wealth Advisors, Inc. 0.05% Add +33.8% 1,212 $396K
Fortress Private Ledger, LLC 0.14% Add +5.6% 1,206 $394K
Archvest Wealth Advisors, Inc. 0.35% No change 1,204 $393K
Tempus Wealth Planning, LLC 0.09% Add +3.5% 1,200 $392K
Bryn Mawr Trust Advisors, LLC 0.02% Add +2.0% 1,197 $391K
Evoke Wealth, LLC 0.01% Add +35.8% 1,195 $390K
Welch & Forbes LLC 0.00% Add +6.7% 1,193 $389K
Silvercrest Asset Management Group LLC 0.00% No change 1,193 $389K
Meriwether Wealth & Planning, LLC 0.22% No change 1,186 $387K
Alpha Cubed Investments, LLC 0.01% Add +2.5% 1,170 $382K
Americana Partners, LLC 0.01% No change 1,164 $380K
Wealth Dimensions Group, Ltd. 0.08% No change 1,153 $376K
Bank of New York Mellon Corp 0.00% Add +0.3% 1,149 $375K
Greenline Partners, LLC 0.05% No change 1,147 $374K
Angeles Wealth Management, LLC 0.02% Add +1.3% 1,147 $374K
Triumph Capital Management 0.10% Reduce -57.4% 1,146 $374K
Atlantic Union Bankshares Corp 0.01% Add +30.0% 1,145 $374K
Verus Capital Partners, LLC 0.03% Add +4.3% 1,140 $372K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -20.7% 1,139 $372K
Ascent Wealth Partners, LLC 0.04% No change 1,139 $372K
Cascade Investment Group, Inc. 0.25% Add +0.9% 1,136 $371K
Facet Wealth, Inc. 0.01% Add +6.1% 1,134 $370K
Bell Investment Advisors, Inc 0.06% Reduce -7.4% 1,133 $370K
Sharp Wealth Advisory, LLC 0.20% Add +48.0% 1,126 $367K
Duncker Streett & Co. Inc. 0.06% Add +3.6% 1,120 $366K
Bravias Capital Group, LLC 0.24% Add +19.5% 1,120 $366K
Sequent Asset Management, LLC 0.17% Reduce -3.0% 1,116 $364K
Klingman & Associates, LLC 0.02% Add +2.7% 1,100 $359K
IPG Investment Advisors LLC 0.06% New 1,085 $354K
Evanson Asset Management, LLC 0.02% No change 1,080 $352K
Mma Asset Management LLC 0.12% No change 1,078 $352K
KMG Fiduciary Partners, LLC 0.02% Reduce -23.0% 1,074 $351K
Avaii Wealth Management, LLC 0.13% Reduce -0.1% 1,073 $350K
First Trust Advisors LP 0.00% Reduce -20.0% 1,062 $347K
Westshore Wealth, LLC 0.12% No change 1,060 $346K
Trademark Financial Management, LLC 0.20% New 1,057 $345K
Valmark Advisers, Inc. 0.00% Add +2.6% 1,050 $343K
Eisler Capital Management Ltd. 0.01% Add +130.6% 1,049 $341K
Ridgepath Capital Management LLC 0.14% No change 1,039 $339K
M3 Advisory Group, LLC 0.21% Add +4.8% 1,037 $338K
Baker Avenue Asset Management, LP 0.01% New 1,032 $337K
Embree Financial Group 0.05% New 1,030 $336K
Palo Alto Wealth Advisors, LLC 0.10% No change 955 $335K
Murphy & Mullick Capital Management Corp 0.25% Add +1.1% 926 $334K
Kanawha Capital Management LLC 0.02% No change 1,021 $333K
Semus Wealth Partners LLC 0.19% No change 1,017 $332K
Stratos Wealth Advisors, LLC 0.02% Add +7.9% 1,016 $332K
Pacific Sun Financial Corp 0.16% Add +7.4% 1,013 $331K
BTG Pactual Asset Management US LLC 0.04% Add +37.9% 1,001 $327K
Gruss & Co., LLC 0.85% No change 1,000 $326K
ELCO Management Co., LLC 0.17% New 1,000 $326K
Sage Financial Group Inc. 0.02% No change 1,000 $326K
KFA Private Wealth Group, LLC 0.09% Reduce -10.2% 998 $326K
Quantum Private Wealth, LLC 0.09% Add +1.0% 994 $324K
Caprock Group, LLC 0.01% — 1,115 $324K
Cathy Pareto & Associates, Inc. 0.24% New 990 $323K
Charter Oak Capital Management, LLC 0.03% No change 990 $323K
Clark Asset Management, LLC 0.04% Add +21.1% 980 $320K
Instrumental Wealth, LLC 0.22% Add +12.1% 872 $317K
Curi Capital, LLC 0.01% Add +33.0% 968 $316K
RFG - Bristol Wealth Advisors, LLC 0.09% No change 962 $314K
Zullo Investment Group, Inc. 0.11% Add +1.0% 950 $310K
JSF Financial, LLC 0.07% Add +9.0% 947 $309K
Insight Wealth Strategies, LLC 0.04% No change 932 $304K
Outlook Wealth Advisors, LLC 0.08% Add +2.3% 930 $304K
Burney Co./ 0.01% Reduce -0.8% 925 $302K
Legacy PCG, LLC 0.18% Reduce -3.5% 924 $302K
Mission Wealth Management, LP 0.01% Add +15.1% 924 $301K
United Advisor Group, LLC 0.04% New 923 $301K
Freedom Financial Partners LLC 0.11% Reduce -5.2% 921 $301K
Kathmere Capital Management, LLC 0.02% Reduce -9.5% 921 $301K
EdgeRock Capital LLC 0.08% Add +2.6% 919 $300K
Westbourne Investments, Inc. 0.14% Reduce -21.8% 825 $299K
Cape Cod Five Cents Savings Bank 0.03% No change 1,220 $299K
Brooklyn Investment Group 0.04% New 1,066 $297K
BXM Wealth LLC 0.28% No change 908 $296K
Tradewinds, LLC. 0.07% New 902 $294K
Motley Fool Wealth Management, LLC 0.02% No change 900 $294K
Heritage Wealth Management, Inc. 0.09% No change 900 $294K
Key Client Fiduciary Advisors, LLC 0.10% No change 898 $293K
Trek Financial, LLC 0.02% Add +4.4% 893 $291K
Howard Financial Services, LTD. 0.04% Add +0.7% 891 $291K
Thrive Capital Management, LLC 0.07% Reduce -33.8% 889 $290K
Blue Bell Private Wealth Management, LLC 0.04% No change 887 $289K
J. L. Bainbridge & Co., Inc. 0.02% No change 878 $287K
Northstar Group, Inc. 0.04% No change 873 $285K
Atlantic Private Wealth, LLC 0.18% No change 869 $283K
Fort Sheridan Advisors LLC 0.04% New 868 $283K
Virtue Capital Management, LLC 0.04% Reduce -77.6% 947 $282K
Retirement Planning Co of New England, Inc. 0.11% Add +4.2% 864 $282K
Benchmark Financial Wealth Advisors, LLC 0.08% No change 856 $280K
Optivise Advisory Services LLC 0.17% Add +5.8% 852 $278K
Syntegra Private Wealth Group, LLC 0.03% New 849 $277K
Abound Wealth Management 0.07% Add +4.2% 848 $277K
Weaver Consulting Group 0.07% Add +0.1% 846 $276K
LRI Investments, LLC 0.02% No change 846 $276K
Tidemark, LLC 0.08% Add +5.1% 845 $276K
Seelaus Asset Management LLC 0.22% Add +6.3% 845 $276K
Global Wealth Management Investment Advisory, Inc. 0.05% Reduce -8.4% 843 $275K
United Asset Strategies, Inc. 0.02% No change 843 $275K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -57.0% 842 $275K
Cornerstone Enterprises, LLC 0.13% No change 840 $274K
Avalon Trust Co 0.02% New 830 $271K
Princeton Global Asset Management LLC 0.04% Reduce -2.7% 829 $271K
STAR Financial Bank 0.16% New 823 $269K
Oakwell Private Wealth Management, LLC 0.05% No change 818 $267K
Johnson Investment Counsel Inc. 0.00% No change 815 $266K
Citizens Financial Group Inc. 0.00% New 813 $265K
Encompass More Asset Management 0.05% Add +0.3% 811 $265K
Financial Engines Advisors L.L.C. 0.00% Reduce -14.6% 810 $264K
McDonald Partners LLC 0.08% Reduce -15.0% 808 $264K
Obsidian Cio, LLC 0.03% Reduce -7.2% 808 $264K
GSG Advisors LLC 0.07% No change 786 $262K
HUB Investment Partners, LLC 0.01% Reduce -24.0% 803 $262K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 801 $262K
Riverchase Wealth Management, LLC 0.15% Add +1.9% 801 $262K
Hendershot Investments Inc. 0.03% No change 800 $261K
Aspen Investment Management Inc 0.10% New 799 $261K
Roehl & Yi Investment Advisors, LLC 0.11% New 796 $260K
Vertex Planning Partners, LLC 0.05% No change 792 $259K
Asset Planning Services Inc. /La/ 0.11% New 791 $258K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 785 $256K
Clare Market Investments LLC 0.05% Reduce -7.1% 784 $256K
Matisse Capital 0.11% No change 780 $255K
Hengehold Capital Management LLC 0.02% Add +3.0% 777 $254K
AAFMAA Wealth Management & Trust LLC 0.10% No change 772 $252K
Anfield Capital Management, LLC 0.07% No change 771 $252K
HM Payson & Co. 0.00% Add +48.1% 770 $251K
Richards, Merrill & Peterson, Inc. 0.11% New 768 $251K
BIP Wealth, LLC 0.01% Add +2.3% 768 $251K
Cardiff Park Advisors, LLC 0.02% Add +31.4% 754 $246K
Smith Salley Wealth Management 0.01% No change 754 $246K
High Falls Advisors, Inc 0.05% Add +2.9% 753 $246K
Soundwatch Capital LLC 0.04% New 750 $245K
Hemenway Trust Co LLC 0.02% No change 750 $245K
Howe & Rusling Inc. 0.02% Reduce -25.1% 739 $241K
May Hill Capital, LLC 0.07% Reduce -50.0% 733 $239K
Mirador Capital Partners LP 0.03% New 732 $239K
Regions Financial Corp. 0.00% Reduce -0.6% 726 $237K
Triad Wealth Partners, LLC 0.03% New 724 $236K
Vienna Asset Management LLC 0.14% New 722 $236K
Pure Financial Advisors, LLC 0.00% Reduce -3.1% 721 $235K
Vise Technologies, Inc. 0.01% New 719 $235K
Stiles Financial Services Inc 0.07% New 716 $234K
Integrated Advisors Network LLC 0.01% New 703 $229K
Farnam Financial LLC 0.18% New 700 $228K
Nova Wealth Management, Inc. 0.16% Reduce -43.2% 700 $228K
Sweeney & Michel, LLC 0.08% Reduce -12.5% 700 $228K
Pinnacle Financial Partners Inc 0.01% Add +266.3% 696 $227K
Webster Bank, N. A. 0.02% Reduce -12.5% 693 $226K
SP Asset Management LLC 0.02% New 692 $226K
Empower Advisory Group, LLC 0.00% New 690 $225K
CV Advisors LLC 0.06% New 684 $223K
Northern Capital Management, Inc. 0.12% New 682 $223K
McAdam, LLC 0.01% New 680 $222K
Atlas Wealth LLC 0.09% New 679 $222K
Blue Fin Capital, Inc. 0.03% New 675 $220K
XML Financial, LLC 0.02% New 675 $220K
Family Office Research LLC 0.10% New 674 $220K
Jaffetilchin Investment Partners, LLC 0.01% New 672 $219K
44 Wealth Management LLC 0.07% New 660 $215K
Modus Advisors, LLC 0.06% New 660 $215K
WealthPlan Investment Management, LLC 0.01% New 660 $215K
Acorn Wealth Advisors, LLC 0.07% New 650 $212K
Independent Wealth Network Inc. 0.07% New 645 $211K
Rockwood Wealth Management, LLC 0.02% New 645 $210K
Russell Investments Group, Ltd. 0.00% Add +173.6% 643 $210K
Carr Financial Group Corp 0.06% Reduce -28.0% 643 $210K
Schmidt P J Investment Management Inc. 0.03% New 641 $209K
Lantern Wealth Advisors, LLC 0.11% Reduce -50.6% 640 $209K
KDT Advisors, LLC 0.31% New 640 $209K
DiNuzzo Private Wealth, Inc. 0.02% No change 717 $208K
Pettyjohn, Wood & White, Inc. 0.03% New 630 $206K
Cahill Financial Advisors Inc. 0.02% New 628 $205K
Searle & Co. 0.05% New 627 $205K
Bowman & Co S.C. 0.09% New 625 $204K
New Republic Capital, LLC 0.06% New 625 $204K
Thrive Wealth Management, LLC 0.03% New 619 $202K
J. Safra Sarasin Holding AG 0.00% New 625 $202K
QTR Family Wealth, LLC 0.10% New 617 $202K
Sterling Wealth Management, Inc. 0.06% New 614 $200K
Avion Wealth 0.04% New 600 $195K
Glenmede Investment Management, LP 0.00% Reduce -14.7% 582 $190K
Register Financial Advisors LLC 0.07% No change 580 $189K
Measured Wealth Private Client Group, LLC 0.05% New 572 $187K
Pacific Center for Financial Services 0.05% No change 561 $183K
EverSource Wealth Advisors, LLC 0.01% Add +17.4% 560 $183K
Costello Asset Management, INC 0.06% No change 544 $177K
Washington Trust Advisors, Inc. 0.01% No change 540 $176K
Elevation Wealth Partners, LLC 0.06% No change 531 $173K
Bokf, NA 0.00% Add +24.5% 498 $163K
Freestone Capital Holdings, LLC 0.00% New 492 $161K
Activest Wealth Management 0.03% Reduce -26.9% 478 $156K
Lowe Wealth Advisors, LLC 0.06% Reduce -2.9% 470 $153K
Montag A & Associates Inc. 0.01% Add +26.0% 456 $149K
Provenance Wealth Advisors, LLC 0.02% No change 450 $147K
Fairway Wealth LLC 0.04% New 440 $144K
Whittier Trust Co. of Nevada Inc. 0.00% Add +30.7% 426 $143K
Oakworth Capital, Inc. 0.01% No change 434 $142K
Icon Wealth Advisors, LLC 0.01% No change 428 $140K
Pandora Wealth, Inc. 0.08% No change 400 $131K
Capital Investment Advisory Services, LLC 0.01% Add +20.5% 394 $129K
Natixis 0.00% Add +9.9% 390 $127K
Blue Trust, Inc. 0.00% Add +33.5% 387 $126K
Goodman Advisory Group, LLC 0.03% Reduce -9.4% 375 $122K
Evolution Wealth Management Inc. 0.12% No change 362 $118K
Global Trust Asset Management, LLC 0.05% Reduce -12.3% 355 $116K
Cordgrass Capital Advisors, LLC 0.03% New 350 $114K
First Horizon Corp. 0.01% — 343 $112K
Abich Financial Wealth Management LLC 0.04% — 338 $110K
Deutsche Bank AG 0.00% No change 330 $108K
AllSquare Wealth Management LLC 0.06% No change 329 $107K
RMG Wealth Management LLC 0.01% Add +30.7% 315 $106K
Bessemer Group Inc. 0.00% Reduce -17.2% 322 $105K
Bartlett & Co. Wealth Management LLC 0.00% No change 315 $103K
Fairscale Capital, LLC 0.07% No change 309 $101K
Investment Research & Advisory Group, Inc. 0.03% Add +0.3% 305 $99K
Cullen/Frost Bankers, Inc. 0.00% Reduce -26.7% 302 $98K
Fifth Third Bancorp 0.00% No change 300 $98K
Robinswood Financial LLC 0.03% No change 296 $97K
Kilter Group LLC 0.04% No change 282 $92K
Avestar Capital, LLC 0.01% New 280 $91K
Battery Global Advisors, LLC 0.04% New 273 $89K
Front Row Advisors LLC 0.03% No change 273 $89K
Greykasell Wealth Strategies, Inc. 0.04% No change 268 $87K
Horizon Investments, LLC 0.00% Add +16.6% 267 $87K
Kiker Wealth Management, LLC 0.04% Add +2.0% 255 $83K
Hughes Financial Services, LLC 0.01% No change 228 $82K
Archer Investment Corp 0.02% No change 239 $78K
First Command Advisory Services, Inc. 0.00% No change 237 $77K
EPG Wealth Management LLC 0.02% No change 232 $76K
Cypress Capital Management LLC (WY) 0.08% Reduce -3.4% 231 $75K
Golden State Wealth Management, LLC 0.01% Reduce -60.5% 230 $75K
Cary Street Partners Investment Advisory LLC 0.03% No change 215 $70K
Smithfield Trust Co 0.00% Reduce -14.2% 217 $70K
Davis Capital Management 0.05% — 207 $68K
Salomon & Ludwin, LLC 0.01% Reduce -60.0% 200 $67K
Noble Wealth Management PBC 0.03% — 200 $65K
Centennial Bank 0.03% No change 200 $65K
Addison Advisors LLC 0.02% No change 200 $65K
TFC Financial Management, Inc. 0.01% No change 200 $65K
Team Financial Group, LLC 0.03% No change 200 $65K
LOM Asset Management Ltd 0.02% No change 200 $65K
North Star Investment Management Corp. 0.00% No change 198 $65K
Harbor Asset Planning, Inc. 0.06% No change 194 $63K
Clearstead Advisors, LLC 0.00% Add +284.0% 192 $63K
Toronto Dominion Bank 0.00% Reduce -95.5% 189 $62K
Wilmington Savings Fund Society, FSB 0.00% Reduce -89.0% 186 $61K
Breakwater Investment Management 0.02% No change 185 $60K
Powell Investment Advisors, LLC 0.02% Add +53.9% 180 $59K
Hollencrest Capital Management 0.00% Reduce -28.6% 180 $59K
Arlington Trust Co LLC 0.01% No change 175 $57K
SouthState Bank Corp 0.00% Reduce -23.0% 161 $53K
HighMark Wealth Management LLC 0.02% New 159 $52K
Halbert Hargrove Global Advisors, LLC 0.00% No change 157 $51K
Signature Resources Capital Management, LLC 0.03% No change 150 $49K
UMB Bank, n.a. 0.00% Add +50.0% 150 $49K
Hazlett, Burt & Watson, Inc. 0.02% Add +24.1% 144 $46K
Hartford Financial Management Inc. 0.01% Add +34.3% 137 $45K
Nemes Rush Group LLC 0.00% Reduce -12.3% 136 $44K
Caitlin John, LLC 0.03% New 135 $44K
FAS Wealth Partners, Inc. 0.00% No change 135 $44K
Private Wealth Asset Management, LLC 0.01% No change 130 $42K
Hemington Wealth Management 0.01% No change 131 $42K
Salem Investment Counselors Inc. 0.00% No change 125 $41K
Root Financial Partners, LLC 0.00% New 121 $39K
Creekmur Asset Management LLC 0.01% No change 113 $37K
Financial Management Professionals, Inc. 0.00% No change 113 $37K
Silicon Valley Capital Partners 0.00% Reduce -63.5% 112 $37K
Dunhill Financial, LLC 0.01% No change 112 $37K
Clark Wealth Partners 0.02% No change 101 $36K
Pathway Financial Advisers, LLC 0.01% New 111 $36K
TD Capital Management LLC 0.00% No change 110 $36K
GAMMA Investing LLC 0.00% Add +21.4% 108 $35K
Evelyn Partners Asset Management Ltd 0.01% No change 104 $34K
Trust Co. of Vermont 0.00% No change 102 $33K
CX Institutional 0.00% Add +288.5% 101 $33K
Fourth Dimension Wealth, LLC 0.01% No change 100 $33K
Kathleen S. Wright Associates Inc. 0.01% No change 100 $33K
Hilltop National Bank 0.01% No change 100 $33K
Grove Bank & Trust 0.00% Add +12.4% 100 $33K
Walleye Capital LLC 0.00% Reduce -98.6% 100 $33K
Sound Income Strategies, LLC 0.00% Add +175.8% 91 $31K
JFS Wealth Advisors, LLC 0.00% No change 95 $31K
Physician Wealth Advisors, Inc. 0.00% Add +11.9% 94 $31K
Grey Fox Wealth Advisors, LLC 0.01% New 94 $31K
Luminist Capital LLC 0.03% Reduce -34.1% 89 $30K
Central Pacific Bank - Trust Division 0.00% Add +5.9% 90 $29K
Trust Co. of Toledo NA 0.00% No change 90 $29K
Tucker Asset Management LLC 0.01% New 87 $28K
Realta Investment Advisors 0.01% Add +84.4% 83 $27K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -55.9% 82 $27K
Crewe Advisors LLC 0.00% Add +2.5% 81 $26K
Running Point Capital Advisors, LLC 0.01% No change 80 $26K
Rosenberg Matthew Hamilton 0.01% No change 79 $26K
Roxbury Financial LLC 0.02% No change 77 $25K
Horizon Financial Services, LLC 0.01% No change 77 $25K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 73 $24K
CENTRAL TRUST Co 0.00% Reduce -20.9% 72 $23K
Barrett & Company, Inc. 0.01% No change 70 $23K
Toth Financial Advisory Corp. 0.00% New 65 $21K
Roble, Belko & Company, Inc 0.00% Reduce -75.2% 64 $21K
American National Bank & Trust 0.00% No change 62 $20K
Bogart Wealth, LLC 0.00% Reduce -37.4% 62 $20K
Quest 10 Wealth Builders, Inc. 0.02% No change 60 $20K
IAG Wealth Partners, LLC 0.00% No change 60 $20K
Center for Financial Planning, Inc. 0.00% No change 56 $18K
Darwin Wealth Management, LLC 0.01% No change 54 $18K
BankPlus Trust Department 0.00% No change 52 $17K
JNBA Financial Advisors 0.00% No change 51 $17K
Smartleaf Asset Management LLC 0.00% No change 51 $16K
Harbor Investment Advisory, LLC 0.00% No change 45 $15K
Westfuller Advisors, LLC 0.01% New 44 $14K
Bulwark Capital Corp 0.01% No change 43 $14K
Eastern Bank 0.00% No change 40 $13K
Tortoise Investment Management, LLC 0.00% New 38 $12K
Main Street Group, LTD 0.00% No change 37 $12K
Aspect Partners, LLC 0.01% No change 36 $12K
MassMutual Private Wealth & Trust, FSB 0.00% New 36 $12K
Pineridge Advisors LLC 0.00% Reduce -55.8% 34 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -98.4% 34 $11K
Wolff Wiese Magana LLC 0.01% No change 34 $11K
Cornerstone National Bank & Trust Co 0.00% No change 32 $10K
Painted Porch Advisors LLC 0.00% No change 32 $10K
New England Capital Financial Advisors LLC 0.00% Add +314.3% 29 $9K
Glass Jacobson Investment Advisors llc 0.00% Add +55.6% 28 $9K
St Germain D J Co. Inc. 0.00% No change 27 $9K
Whittier Trust Co. 0.00% No change 25 $8K
City State Bank 0.00% No change 25 $8K
TruNorth Capital Management, LLC 0.00% No change 25 $8K
Marathon Trading Investment Management LLC 0.00% New 24 $8K
MTM Investment Management, LLC 0.00% No change 24 $8K
Accredited Wealth Management, LLC 0.00% Add +1415.0% 303 $7K
Albion Financial Group 0.00% No change 20 $7K
Scarborough Advisors, LLC 0.00% No change 20 $7K
CVA Family Office, LLC 0.00% No change 20 $7K
Financial Connections Group, Inc. 0.00% No change 20 $6K
Rialto Wealth Management, LLC 0.00% New 18 $6K
Gould Capital, LLC 0.00% No change 15 $5K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -34.8% 15 $5K
Logan Capital Management Inc. 0.00% No change 14 $5K
Medallion Wealth Advisors, LLC 0.00% No change 14 $5K
Smallwood Wealth Investment Management, LLC 0.00% No change 13 $4K
Essential Partners LLC 0.00% New 11 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 11 $4K
MPWM Advisory Solutions, LLC 0.00% Reduce -81.8% 10 $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
Financial Consulate, Inc. 0.00% New 8 $3K
Frazier Financial Advisors, LLC 0.00% No change 8 $3K
VSM Wealth Advisory, LLC 0.00% No change 8 $3K
Horrell Capital Management, Inc. 0.00% No change 5 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 5 $2K
Atwood & Palmer Inc. 0.00% No change 4 $1K
Fortitude Family Office, LLC 0.00% No change 3 $979
Bernard Wealth Management Corp. 0.00% New 2 $653
Gold Investment Management Ltd. 0.00% No change 2 $653
Colonial Trust Advisors 0.00% No change 1 $328
Proathlete Wealth Management LLC 0.00% Reduce -93.8% 1 $326

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