Vaneck Semiconductor ETFSMHETF

13F holders, Q4 2025 (December 31)
1,209holders +148
152new positions
71sold out
7famous investors
$359.95avg. 13F price*

At the end of Q4 2025, 1,209 institutions reported holding Vaneck Semiconductor ETF (SMH) in their 13F filings, up 148 from Q3 2025. 152 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($4.4B), LPL Financial LLC ($975.9M) and Morgan Stanley ($957.1M). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions152$637.9M
Exits71$498.8M

All 13F filers, Q3 2025 → Q4 2025: 7,136,381 shares bought and 5,629,819 shares sold, net +1,506,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,209 holders

Bank of America Corp. 0.32% Reduce -3.8% 12,174,182 $4.4B
LPL Financial LLC 0.27% Add +12.7% 2,709,875 $975.9M
Morgan Stanley 0.06% Add +4.8% 2,657,540 $957.1M
UBS Group AG 0.11% Reduce -6.6% 1,517,287 $546.4M
Citigroup Inc. 0.35% Add +104.9% 1,439,349 $518.4M
Harel Insurance Investments & Financial Services Ltd. 3.74% Add +158.7% 1,198,897 $431.8M
JPMorgan Chase & Co. 0.03% Reduce -8.5% 1,107,724 $398.9M
Goldman Sachs Group Inc. 0.05% Reduce -22.0% 947,804 $341.3M
BNP Paribas Financial Markets 0.21% Reduce -36.2% 919,713 $331.2M
Wells Fargo & Company 0.06% Add +4.4% 849,685 $306.0M
Meitav Investment House Ltd. 3.21% Add +38.8% 771,825 $278.0M
Focus Partners Wealth 0.31% Add +906.5% 745,768 $268.6M
Two Sigma Investments, LP 0.36% New 636,751 $229.3M
Saudi Central Bank 8.10% No change 602,006 $216.8M
Royal Bank of Canada 0.04% Reduce -1.7% 591,663 $213.1M
Raymond James Financial Inc. 0.06% Add +12.7% 567,016 $204.2M
Bank of Nova Scotia 0.30% Reduce -26.1% 558,217 $201.0M
Northwestern Mutual Wealth Management Co. 0.12% Add +4.1% 548,017 $197.4M
Envestnet Asset Management Inc. 0.06% Add +89.4% 535,482 $192.8M
Menora Mivtachim Holdings LTD. 0.87% Reduce -10.7% 514,280 $185.2M
Cetera Investment Advisers 0.19% Add +3.7% 494,813 $178.2M
Balyasny Asset Management L.P. 0.34% Add +37.6% 489,873 $176.4M
Healthcare of Ontario Pension Plan Trust Fund 0.28% Reduce -43.8% 450,000 $162.1M
Ameriprise Financial Inc. 0.03% Add +25.9% 420,737 $151.6M
Migdal Insurance & Financial Holdings Ltd. 1.25% Add +72.6% 403,452 $145.3M
RiverFront Investment Group, LLC 2.37% Add +249.6% 399,345 $143.8M
Rockefeller Capital Management L.P. 0.22% Add +17.8% 338,536 $121.9M
Osaic Holdings, Inc. 0.15% Add +3.0% 281,329 $101.4M
MML Investors Services, LLC 0.25% Add +3.0% 280,608 $101.1M
Clal Insurance Enterprises Holdings Ltd 0.64% Add +57.1% 275,000 $99.0M
Commonwealth Equity Services, LLC 0.13% Add +6.2% 269,157 $96.9M
Cambridge Investment Research Advisors, Inc. 0.20% Reduce -0.0% 209,848 $75.6M
Portfolio Strategies, Inc. 8.64% Reduce -3.8% 207,260 $74.6M
Squarepoint Ops LLC 0.13% Add +265.8% 182,905 $65.9M
Diversified Enterprises, LLC 3.81% Reduce -1.0% 177,986 $64.1M
Moss Adams Wealth Advisors LLC 4.63% Reduce -1.0% 177,432 $63.9M
FIL Ltd 0.04% Reduce -9.7% 161,023 $58.0M
Susquehanna International Group, LLP 0.08% Reduce -30.1% 159,370 $57.4M
Citadel Advisors 0.04% New 159,063 $57.3M
Jones Financial Companies LLLP 0.03% Add +16.8% 157,199 $56.6M
Fisher Asset Management 0.02% Reduce -3.9% 156,354 $56.3M
Barclays PLC 0.02% Add +124.4% 146,312 $52.7M
PEAK6 LLC 1.42% Reduce -35.1% 144,466 $52.0M
Cornerstone Advisors, LLC 1.67% New 138,925 $50.0M
Stifel Financial Corp. 0.04% Reduce -1.0% 133,609 $48.1M
NewEdge Wealth, LLC 0.50% Reduce -0.9% 122,796 $44.2M
Private Advisor Group, LLC 0.20% Add +3.5% 115,784 $41.7M
BlackRock, Inc. 0.00% Add +1.0% 114,194 $41.1M
Thrivent Financial for Lutherans 0.07% Add +280.3% 112,899 $40.7M
ADAPT Investment Managers SA 7.95% Add +217.3% 109,241 $39.3M
J.Safra Asset Management Corp 2.06% Add +3.1% 109,174 $39.3M
Mariner, LLC 0.04% Add +9.6% 104,035 $37.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.38% No change 101,511 $36.6M
Gemsstock Ltd. 4.53% Add +81.1% 99,800 $35.9M
Miller Investment Management, LP 3.40% Reduce -17.5% 96,645 $34.8M
Rezny Wealth Management, Inc. 7.42% Add +3.3% 95,596 $34.4M
Concurrent Investment Advisors, LLC 0.39% Add +117.9% 95,212 $34.3M
Daiichi Life Insurance Co., Ltd. 0.87% New 94,112 $33.9M
Wealthfront Advisers LLC 0.08% Add +2.5% 93,804 $33.8M
Prudential PLC 0.27% New 93,590 $33.7M
HRT Financial LP 0.10% Add +65.6% 90,747 $32.7M
Janney Montgomery Scott LLC 0.07% Add +31.3% 90,322 $32.5M
Round Rock Advisors LLC 4.78% Reduce -1.9% 88,265 $31.8M
Kraft, Davis & Associates, LLC 6.95% Add +1.8% 79,271 $31.0M
Yarbrough Capital, LLC 0.91% No change 81,148 $29.2M
Kestra Advisory Services, LLC 0.12% Reduce -3.1% 79,724 $28.7M
Tudor Investment Corporation 0.16% Reduce -42.2% 77,736 $28.0M
Lyell Wealth Management, LP 2.03% Add +0.5% 77,668 $28.0M
Simplex Trading, LLC 0.79% New 77,626 $28.0M
FMR LLC 0.00% Add +4.5% 76,171 $27.4M
Summit Financial, LLC 0.38% Add +2.0% 72,486 $26.1M
Kozak & Associates, Inc. 4.97% Reduce -0.4% 66,090 $25.7M
WESPAC Advisors SoCal, LLC 5.12% Add +3.3% 70,504 $25.4M
Agave Capital Management Ltd 4.18% — 68,949 $25.0M
Bank of Montreal 0.01% Reduce -21.2% 69,095 $24.9M
NewEdge Advisors, LLC 0.09% Add +3.3% 68,726 $24.8M
Pine Ridge Advisers LLC 1.69% No change 68,165 $24.5M
Main Management ETF Advisors, LLC 0.87% Reduce -84.8% 67,846 $24.4M
Equitable Holdings, Inc. 0.17% Add +9.0% 67,795 $24.4M
Harbour Investments, Inc. 0.49% Add +1.7% 66,592 $24.0M
RWQ Financial Management Services, Inc. 10.96% New 66,200 $23.8M
TD Waterhouse Canada Inc. 0.14% Reduce -8.1% 63,066 $22.7M
Assetmark, Inc. 0.05% Add +24.9% 62,474 $22.5M
Scotia Capital Inc. 0.09% Add +4.1% 59,038 $21.3M
Principle Wealth Partners LLC 1.19% Reduce -9.9% 58,702 $21.1M
Independent Financial Group, LLC 0.47% Reduce -0.3% 58,625 $21.1M
Allianz Asset Management GmbH 0.02% New 57,700 $20.8M
GM Advisory Group, LLC 0.81% Add +55.2% 57,423 $20.7M
Prospera Financial Services Inc 0.34% Reduce -0.8% 57,040 $20.5M
United Capital Financial Advisors, LLC 0.12% New 56,361 $20.3M
HighTower Advisors, LLC 0.02% Add +4.5% 56,124 $20.2M
Mason & Associates Inc 3.73% Add +7.7% 55,067 $19.8M
Kingsview Wealth Management, LLC 0.28% Add +54.4% 54,499 $19.6M
Baird Financial Group, Inc. 0.03% Add +0.5% 54,480 $19.6M
Steward Partners Investment Advisory, LLC 0.11% Add +2.4% 54,262 $19.5M
Valence8 US LP 5.67% Add +36.6% 53,133 $19.1M
Orion Porfolio Solutions, LLC 0.14% Reduce -1.9% 52,733 $19.0M
MIG Capital, LLC 3.20% No change 52,336 $18.8M
Lido Advisors, LLC 0.07% Add +0.5% 56,710 $18.6M
Bouchey Financial Group, Ltd. 1.37% New 50,823 $18.3M
Mirae Asset Securities (usa) Inc. 0.72% New 50,414 $18.2M
Avalon Capital Management 4.31% Add +21.2% 50,002 $18.0M
Park Avenue Securities LLC 0.15% Add +2.3% 49,998 $18.0M
Altfest L J & Co. Inc. 1.94% Reduce -2.8% 49,333 $17.8M
Old Mission Capital LLC 0.68% Add +514.7% 48,917 $17.6M
NFSG Corp 2.70% Add +6.7% 48,217 $17.4M
Apollon Wealth Management, LLC 0.30% Add +2.9% 47,977 $17.3M
Rothschild Capital Partners, LLC 4.07% Reduce -12.4% 47,844 $17.2M
Absolute Capital Management, LLC 6.14% Reduce -0.0% 46,821 $16.9M
Fifth Third Securities, Inc. 1.09% Reduce -2.8% 46,447 $16.7M
Great Valley Advisor Group, Inc. 0.31% Add +9.8% 45,446 $16.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Add +85.3% 45,004 $16.3M
Petredis Investment Advisors LLC 1.27% Reduce -1.6% 45,027 $16.2M
Schorn Wealth LLC 4.75% Reduce -3.0% 43,439 $15.6M
&partners 0.08% Add +526.1% 42,829 $15.4M
Millennium Management 0.01% Add +1385.2% 41,572 $15.0M
Creative Planning 0.01% Add +0.5% 41,292 $14.9M
Cibc World Market Inc. 0.03% Reduce -42.4% 41,221 $14.8M
Merit Financial Group, LLC 0.12% Reduce -3.5% 40,834 $14.7M
Woodline Partners LP 0.06% Add +36.4% 40,767 $14.7M
Horizon Wealth Management, LLC 2.28% Add +14.1% 40,707 $14.7M
Sowell Financial Services LLC 0.53% Reduce -7.5% 40,367 $14.5M
MMBG Investment Advisors Co. 1.22% Reduce -2.4% 40,148 $14.5M
University of Illinois Foundation 4.89% No change 39,502 $14.2M
Potomac Fund Management Inc. 0.52% Add +3.5% 38,939 $14.0M
Ring Mountain Capital, LLC 7.19% Add +4.2% 35,017 $14.0M
Jackson Wealth Management, LLC 1.34% Add +1.1% 38,323 $13.8M
CreativeOne Wealth, LLC 0.33% Add +3.7% 37,978 $13.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +8.2% 35,073 $13.6M
World Investment Advisors 0.22% Add +1.4% 37,608 $13.5M
Edmond DE Rothschild Holding S.A. 0.19% Add +69.1% 37,456 $13.5M
Black Swift Group, LLC 2.23% Add +3.2% 37,074 $13.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.61% No change 36,861 $13.3M
Cavalier Investments, LLC 4.11% Reduce -24.1% 36,732 $13.2M
Joseph P. Lucia & Associates, LLC 4.75% Reduce -1.5% 36,598 $13.2M
Plotkin Financial Advisors, LLC 6.42% Add +1.1% 36,550 $13.2M
Csenge Advisory Group 0.59% Add +9.0% 36,133 $13.0M
Phoenix Financial Ltd. 0.14% Add +0.3% 35,814 $12.9M
Level Four Advisory Services, LLC 0.42% Add +12.0% 35,613 $12.8M
Truist Financial Corp. 0.02% Reduce -12.3% 35,610 $12.8M
Mfa Wealth Advisors, LLC 2.70% Reduce -2.3% 35,531 $12.8M
Sanctuary Advisors, LLC 0.07% Reduce -2.0% 35,178 $12.7M
Mutual Advisors, LLC 0.27% Reduce -4.7% 34,528 $12.4M
Capula Management Ltd 0.08% Reduce -89.7% 33,844 $12.2M
Rye Brook Capital LLC 11.28% Reduce -6.7% 33,525 $12.1M
SBI Securities Co., Ltd. 0.31% Reduce -2.5% 33,295 $12.0M
Principal Securities, Inc. 0.18% Add +1.1% 33,177 $11.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +58.4% 32,481 $11.7M
TCP Asset Management, LLC 1.96% Reduce -3.7% 32,366 $11.7M
U.S. Capital Wealth Advisors, LLC 0.30% Reduce -14.8% 31,776 $11.4M
Tamar Securities, LLC 1.19% Add +1.7% 31,219 $11.2M
Penobscot Investment Management Company, Inc. 0.84% Reduce -3.3% 30,825 $11.1M
Oasis Advisors, LLC 5.85% — 30,648 $11.0M
Ferguson Wellman Capital Management, Inc. 0.17% Reduce -1.1% 29,833 $10.7M
Concentrum Wealth Management 2.91% Reduce -0.8% 28,904 $10.4M
Global Retirement Partners, LLC 0.18% Add +4.0% 28,869 $10.4M
Kwmg, LLC 0.89% Reduce -5.0% 28,577 $10.3M
EP Wealth Advisors, LLC 0.05% — 28,539 $10.3M
ARP Global Capital Ltd 3.09% — 28,452 $10.2M
Wealthcare Advisory Partners LLC 0.20% Add +3.4% 28,133 $10.1M
IAM Advisory, LLC 2.17% Reduce -2.8% 27,153 $9.8M
Verition Fund Management LLC 0.06% Reduce -73.4% 27,107 $9.8M
Nwam LLC 0.55% Reduce -0.5% 25,713 $9.8M
Snowden Capital Advisors LLC 0.25% Add +4.1% 26,441 $9.5M
Measured Wealth Private Client Group, LLC 2.51% Add +4512.2% 26,382 $9.5M
Ausdal Financial Partners, Inc. 0.44% Add +27.8% 26,327 $9.5M
Madrona Financial Services, LLC 2.02% Reduce -2.2% 26,261 $9.5M
Hudock, Inc. 1.38% Add +0.5% 25,962 $9.3M
Cornerstone Wealth Management, LLC 0.47% Add +11.6% 25,330 $9.1M
Perkins Coie Trust Co 1.70% Add +0.5% 25,315 $9.1M
Woodmont Investment Counsel LLC 0.57% Add +2.0% 25,273 $9.1M
Mercer Global Advisors Inc. 0.01% Add +7.9% 25,273 $9.1M
LMR Partners LLP 0.12% Reduce -20.3% 25,218 $9.1M
Stratos Wealth Partners, LTD. 0.10% Add +0.9% 25,207 $9.1M
Cresset Asset Management, LLC 0.04% Add +13.2% 25,176 $9.1M
AJ Advisors, LLC 3.27% Reduce -1.5% 24,601 $8.9M
Advisory Services Network, LLC 0.12% Add +58.2% 24,428 $8.8M
Consolidated Portfolio Review Corp 0.75% New 24,195 $8.7M
Blair William & Co. 0.02% Reduce -10.0% 23,891 $8.6M
Retirement Management Systems Inc. 2.20% — 23,847 $8.6M
Waverly Advisors, LLC 0.07% Reduce -2.6% 23,720 $8.5M
Kestra Private Wealth Services, LLC 0.11% Add +10.9% 23,622 $8.5M
Sigma Planning Corp 0.23% Add +3.4% 22,130 $8.4M
URS Advisory LLC 6.97% — 23,303 $8.4M
Tower Research Capital LLC (TRC) 0.20% New 23,231 $8.4M
Strategic Wealth Partners, Ltd. 0.57% Reduce -12.0% 23,213 $8.4M
WT Wealth Management 2.40% Reduce -13.0% 23,135 $8.3M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +6.1% 23,023 $8.3M
RH Tailwind Management, LLC 8.33% — 23,000 $8.3M
Kickstand Ventures, Llc. 1.74% Reduce -11.2% 22,975 $8.3M
AE Wealth Management LLC 0.05% Reduce -51.1% 22,729 $8.2M
Quantinno Capital Management LP 0.02% Add +55.5% 22,679 $8.2M
J.W. Cole Advisors, Inc. 0.20% Add +2.5% 32,641 $8.1M
IHT Wealth Management, LLC 0.20% Reduce -12.3% 22,398 $8.1M
Quadrature Capital Ltd 0.08% Reduce -87.8% 21,945 $7.9M
Advyzon Investment Management, LLC 0.91% Reduce -4.3% 21,813 $7.9M
D.A. Davidson & Co. 0.05% Add +1.9% 21,481 $7.7M
Integrated Wealth Concepts LLC 0.09% Reduce -25.4% 21,305 $7.7M
Atria Investments, Inc 0.09% Add +7.8% 21,084 $7.6M
PFG Advisors 0.37% Reduce -12.9% 20,937 $7.5M
KCM Investment Advisors LLC 0.24% Add +26.6% 20,711 $7.5M
GTS Securities LLC 0.25% Add +1465.7% 20,636 $7.4M
StoneCrest Wealth Management, Inc. 2.93% Add +5.8% 20,140 $7.3M
Wealth Quarterback LLC 2.57% Reduce -2.3% 19,845 $7.1M
Belpointe Asset Management LLC 0.26% Add +43.0% 19,813 $7.1M
Y.D. More Investments Ltd 0.34% Add +7.9% 19,813 $7.1M
Spire Wealth Management 0.24% Add +16.9% 19,576 $7.1M
Galvin, Gaustad & Stein, LLC 0.56% New 19,472 $7.0M
Waterloo Capital, L.P. 0.51% Reduce -4.6% 19,432 $7.0M
Cooper Capital Advisors LLC 4.40% Add +0.6% 19,405 $7.0M
Financial Freedom, LLC 3.43% Reduce -2.8% 19,201 $6.9M
B. Riley Wealth Advisors, Inc. 0.32% Add +12.3% 19,072 $6.9M
Point72 Asset Management 0.01% New 19,000 $6.8M
Aragon Global Management, LP 2.03% No change 18,600 $6.7M
Ayalon Insurance Comp Ltd. 1.62% No change 18,501 $6.7M
Money Concepts Capital Corp. 0.37% Add +36.7% 18,465 $6.6M
Bay Rivers Group 2.67% Reduce -1.1% 18,362 $6.6M
Crown Wealth Group, LLC 1.84% Reduce -25.3% 18,310 $6.6M
Credit Industriel Et Commercial 1.51% Add +305.7% 18,268 $6.6M
Lowery Thomas, LLC 3.66% Add +0.5% 18,003 $6.5M
Richmond Investment Services, LLC 1.11% Add +20.6% 17,819 $6.4M
HBW Advisory Services LLC 0.70% Add +19.6% 17,798 $6.4M
Institute for Wealth Management, LLC. 0.67% Reduce -3.5% 17,618 $6.3M
Main Management LLC 0.45% Reduce -89.5% 17,409 $6.3M
Legacy Financial Strategies, LLC 1.11% Add +23.2% 17,380 $6.3M
FRG Family Wealth Advisors LLC 0.96% Add +15.4% 17,196 $6.2M
Adapt Wealth Advisors, LLC 2.12% Add +4.7% 17,145 $6.2M
Beacon Pointe Advisors, LLC 0.04% Reduce -6.5% 17,122 $6.2M
Center for Wealth Management Advisory 4.54% — 17,107 $6.2M
Means Investment Co., Inc. 0.52% Add +11.7% 17,050 $6.1M
Federation des caisses Desjardins du Quebec 0.02% Add +75.1% 16,510 $5.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.71% Reduce -1.6% 16,496 $5.9M
Wedbush Securities Inc. 0.17% Add +13.6% 16,399 $5.9M
Van Eck Associates Corp. 0.00% Add +86.2% 15,916 $5.7M
Ameritas Advisory Services, LLC 0.21% Add +257.1% 15,765 $5.7M
SCS Capital Management LLC 0.06% Reduce -6.6% 15,497 $5.6M
SFI Advisors, LLC 3.57% Reduce -1.1% 15,450 $5.6M
Sbe LLC Dba Cedar Cove Wealth Partners 2.88% — 15,324 $5.5M
Parallel Advisors, LLC 0.10% Add +58.3% 15,260 $5.5M
Oppenheimer & Co. Inc. 0.08% Reduce -8.3% 15,147 $5.5M
Milestones Private Investment Advisors LLC 3.73% Reduce -20.1% 15,055 $5.4M
Power Alpha Investment Ltd 0.56% — 15,000 $5.4M
NRI Wealth Management LC 2.74% Add +6.6% 14,903 $5.4M
Diversify Advisory Services, LLC 0.17% Reduce -2.2% 13,258 $5.3M
Larson Financial Group LLC 0.18% Add +2.3% 14,650 $5.3M
Pachira Investments Inc. 2.56% Add +68.3% 14,580 $5.3M
Castle Rock Wealth Management, LLC 1.13% Add +3.5% 13,318 $5.2M
Centaurus Financial, Inc. 0.24% Reduce -2.4% 14,508 $5.2M
Group One Trading LLC 0.15% New 14,455 $5.2M
NTV Asset Management LLC 0.55% Add +0.0% 14,437 $5.2M
Vontobel Holding Ltd. 0.02% Reduce -30.0% 14,364 $5.2M
Dymon Asia Capital (singapore) Pte. LTD. 1.14% New 14,329 $5.2M
Peapack Gladstone Financial Corp. 0.06% Add +0.8% 14,192 $5.1M
TruWealth Advisors, LLC 0.24% Add +2.3% 13,869 $5.0M
Pennsylvania Capital Management Inc. 1.36% Reduce -4.5% 13,740 $4.9M
Western Wealth Management, LLC 0.23% Add +9.5% 13,725 $4.9M
Destination Wealth Management 0.13% Add +0.6% 13,315 $4.8M
Farther Finance Advisors, LLC 0.05% Add +26.9% 13,257 $4.8M
Brookstone Capital Management 0.05% Reduce -18.4% 13,230 $4.8M
Pinnacle Associates Ltd. 0.06% Reduce -1.0% 13,181 $4.7M
Stephens Inc. 0.06% Reduce -14.1% 13,148 $4.7M
Hall Capital Management Co. Inc. 1.82% Reduce -0.2% 13,127 $4.7M
Wellington Shields Capital Management, LLC 0.69% Reduce -0.4% 13,095 $4.7M
Aft, Forsyth & Sober, LLC 1.42% No change 13,000 $4.7M
Alexis Investment Partners, LLC 1.72% Add +2.0% 12,754 $4.6M
Krilogy Financial LLC 0.16% Reduce -5.2% 11,587 $4.6M
Urban Wealth Management, LLC 4.23% — 12,635 $4.6M
Ashton Thomas Private Wealth, LLC 0.11% Add +4.0% 12,635 $4.6M
VMS Asset Management Limited 1.75% — 12,625 $4.5M
Orleans Capital Management Corp. 2.76% Reduce -17.9% 12,341 $4.4M
Odyssey Capital Advisors, Inc. 3.94% — 12,304 $4.4M
Kingswood Wealth Advisors, LLC 0.21% Add +4.6% 12,247 $4.4M
Headlands Technologies LLC 0.36% Add +80.4% 12,123 $4.4M
BLVD Private Wealth, LLC 3.79% Reduce -3.4% 12,105 $4.4M
McGuire Investment Group, LLC 0.47% Reduce -9.5% 12,093 $4.4M
ARS Investment Partners, LLC 0.25% Reduce -1.8% 12,064 $4.3M
International Assets Investment Management, LLC 0.30% Add +38.3% 12,057 $4.3M
Nikulski Financial, Inc. 1.03% Add +209.6% 12,020 $4.3M
Moneco Advisors, LLC 0.34% Add +17.4% 11,993 $4.3M
Sims Investment Management, LLC 1.53% Reduce -0.8% 11,990 $4.3M
Meridian Wealth Management, LLC 0.15% Add +44.4% 11,967 $4.3M
Guardian Capital, LLC 3.80% — 11,800 $4.2M
Cwm, LLC 0.01% Add +14.6% 11,699 $4.2M
Union Bancaire Privee, UBP SA 0.05% Add +862.5% 14,245 $4.2M
Sig Brokerage, LP 1.41% New 11,639 $4.2M
Edgestream Partners, L.P. 0.12% Add +12.3% 11,597 $4.2M
PCG Wealth Advisors, LLC 1.15% Add +4.4% 11,306 $4.1M
5th Street Advisors, LLC 1.89% Reduce -2.3% 11,250 $4.1M
Cannon Advisors, Inc. 2.80% Reduce -8.1% 10,239 $4.0M
One Capital Management, LLC 0.12% Add +0.3% 11,036 $4.0M
Kera Capital Partners, Inc. 0.49% Add +1.4% 9,850 $4.0M
AQR Capital Management 0.00% Add +164.4% 10,914 $3.9M
MADDEN SECURITIES Corp 1.20% No change 10,889 $3.9M
Sacks & Associates, LLC 2.88% — 10,887 $3.9M
Telos Capital Management, Inc. 0.36% Add +0.9% 10,834 $3.9M
Perigon Wealth Management, LLC 0.07% Add +27.6% 10,801 $3.9M
Graham Capital Management, L.P. 0.19% Add +13.7% 10,800 $3.9M
Traynor Capital Management, Inc. 0.21% Add +3.3% 10,780 $3.9M
IFP Advisors, Inc 0.09% Add +12.9% 10,778 $3.9M
PNC Financial Services Group, Inc. 0.00% Add +23.0% 10,711 $3.9M
HSBC Holdings PLC 0.00% Reduce -30.7% 10,555 $3.8M
National Bank of Canada 0.00% Add +3.7% 10,573 $3.8M
VestGen Advisors, LLC 0.16% Add +327.9% 10,549 $3.8M
Quattro Financial Advisors LLC 1.12% Add +0.7% 10,450 $3.8M
Westside Investment Management, Inc. 0.60% Add +0.5% 10,395 $3.7M
Comerica Bank 0.01% Add +7.2% 10,364 $3.7M
Kovack Advisors, Inc. 0.18% Add +409.2% 10,316 $3.7M
Able Wealth Management LLC 1.17% Add +5.1% 10,303 $3.7M
Creative Financial Designs Inc. 0.23% Reduce -2.5% 10,267 $3.7M
PW Nova Financial Services LLC 1.38% — 9,736 $3.6M
Integrity Alliance, Llc. 0.13% Reduce -14.9% 9,982 $3.6M
Cerity Partners LLC 0.01% Add +1.4% 9,884 $3.6M
Flagship Harbor Advisors, LLC 0.17% Add +20.4% 9,885 $3.6M
NWF Advisory Services Inc. 0.39% Add +226.9% 9,822 $3.5M
Sage Mountain Advisors LLC 0.19% Reduce -3.9% 9,739 $3.5M
Jefferies Financial Group Inc. 0.03% Reduce -57.8% 9,732 $3.5M
Valley National Advisers Inc. 0.48% Add +7.6% 9,675 $3.5M
Apollon Financial, LLC 0.50% Add +28.5% 9,628 $3.5M
IFG Advisory, LLC 0.15% Add +57.5% 9,613 $3.5M
Maridea Wealth Management LLC 0.52% Add +29.3% 9,559 $3.4M
Kaizen Financial Strategies 1.52% Add +0.1% 9,528 $3.4M
Estate Planners Group, LLC 1.48% — 9,496 $3.4M
Mezzasalma Advisors, LLC 0.81% Add +67.9% 15,159 $3.4M
Ciovacco Capital Management LLC 1.69% Reduce -1.6% 9,380 $3.4M
Robertson Stephens Wealth Management, LLC 0.09% Add +13.2% 9,341 $3.4M
Calton & Associates, Inc. 0.49% Add +5.3% 9,326 $3.4M
Hudson Bay Capital Management LP 0.02% Reduce -93.4% 9,280 $3.3M
Paragon Advisors, LLC 0.89% Reduce -28.8% 9,105 $3.3M
Snider Financial Group 0.86% Add +1.1% 9,013 $3.2M
SG Americas Securities, LLC 0.00% Reduce -69.2% 8,990 $3.2M
CoreCap Advisors, LLC 0.11% Reduce -13.4% 8,980 $3.2M
Claro Advisors Inc. 0.44% Add +8.0% 8,945 $3.2M
Foundations Investment Advisors, LLC 0.04% Add +16.7% 8,920 $3.2M
Allspring Global Investments Holdings, LLC 0.01% Add +128.0% 8,510 $3.2M
Insigneo Advisory Services, LLC 0.23% Reduce -5.5% 8,708 $3.1M
WealthBridge Investment Counsel Inc. 0.94% No change 8,675 $3.1M
Arkadios Wealth Advisors 0.06% Add +0.3% 8,670 $3.1M
Delta Financial Advisors LLC 0.81% Add +55.2% 8,603 $3.1M
Northern Trust Corp. 0.00% Reduce -17.5% 8,588 $3.1M
Three Magnolias Financial Advisors, LLC 1.90% Add +1.2% 8,495 $3.1M
Arcataur Capital Management LLC 0.87% Reduce -1.3% 8,408 $3.0M
Garden State Investment Advisory Services LLC 0.72% Add +22.1% 8,392 $3.0M
Peak Planning Group, LLC 0.84% Add +40.7% 8,350 $3.0M
Ignite Planners, LLC 0.45% Add +10.5% 7,362 $3.0M
SeaCrest Wealth Management, LLC 0.30% Add +7.0% 7,707 $3.0M
Hilltop Holdings Inc. 0.18% Add +7.0% 8,218 $3.0M
Titiun Yejiel 3.64% — 8,214 $3.0M
Shay Capital LLC 0.47% Reduce -1.3% 8,087 $2.9M
Choreo, LLC 0.04% Add +4.7% 8,003 $2.9M
HBK Sorce Advisory LLC 0.07% Add +23.1% 7,176 $2.9M
Summit Securities Group LLC 0.51% New 8,000 $2.9M
Wbi Investments, LLC 0.75% Add +51.5% 7,941 $2.9M
Sequoia Financial Advisors, LLC 0.02% Add +183.4% 7,785 $2.8M
Concord Wealth Partners 0.36% Reduce -2.3% 7,753 $2.8M
Symphony Financial Services, Inc. 1.43% Add +1.0% 7,743 $2.8M
Moulton Wealth Management, Inc. 2.64% Reduce -16.6% 7,448 $2.8M
PFG Investments, LLC 0.13% Reduce -37.0% 7,715 $2.8M
Concord Asset Management, LLC 0.48% Reduce -3.1% 7,685 $2.8M
Flow Traders U.S. LLC 0.09% New 7,598 $2.7M
TD Private Client Wealth LLC 0.06% Add +121.0% 7,519 $2.7M
Ulysses Management LLC 0.71% New 7,500 $2.7M
Mgo One Seven LLC 0.05% Reduce -12.3% 7,397 $2.7M
Future Financial Wealth Managment LLC 1.79% Reduce -9.6% 6,810 $2.7M
StoneX Group Inc. 0.12% Reduce -24.6% 7,374 $2.7M
SteelPeak Wealth, LLC 0.09% Reduce -10.2% 7,335 $2.6M
Delos Wealth Advisors, LLC 1.74% Reduce -1.7% 7,316 $2.6M
Florida Financial Advisors, LLC 0.71% Add +11.9% 7,263 $2.6M
Bluesphere Advisors LLC 1.14% Add +0.9% 7,157 $2.6M
Schear Investment Advisers, LLC 1.09% No change 7,027 $2.5M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5.81% Reduce -12.8% 7,022 $2.5M
Brevan Howard Capital Management LP 0.05% New 6,843 $2.5M
MAI Capital Management 0.01% Add +11.2% 6,878 $2.5M
Tsfg, LLC 0.37% Reduce -16.6% 6,822 $2.5M
Carnegie Investment Counsel 0.05% Add +1.4% 6,807 $2.5M
EHP Funds Inc. 5.61% Reduce -77.9% 6,800 $2.4M
Corient Private Wealth LP 0.00% Add +16.4% 6,777 $2.4M
Regal Investment Advisors LLC 0.15% Reduce -31.4% 6,759 $2.4M
Joel Isaacson & Co., LLC 0.08% Add +0.3% 6,748 $2.4M
Tactive Advisors, LLC 0.71% Add +0.2% 6,738 $2.4M
HB Wealth Management, LLC 0.02% Add +0.1% 6,691 $2.4M
Thoroughbred Financial Services, LLC 0.14% Add +7.5% 6,644 $2.4M
Beaumont Financial Advisors, LLC 0.16% Add +2.2% 6,630 $2.4M
Dumont & Blake Investment Advisors LLC 0.57% Reduce -2.1% 6,568 $2.4M
Cassady Wealth & Retirement Planning, LLC 1.53% — 6,533 $2.4M
GC Wealth Management RIA, LLC 0.09% Reduce -11.4% 6,506 $2.3M
Klingenstein Fields & Co. LP 0.09% No change 6,486 $2.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Add +29.4% 6,443 $2.3M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +6.8% 6,428 $2.3M
Flagship Wealth Advisors, LLC 0.66% Add +49.3% 6,333 $2.3M
Advisors Management Group Inc. 0.41% Reduce -1.7% 6,307 $2.3M
Chemung Canal Trust Co. 0.45% Add +14.3% 6,244 $2.2M
Vision Retirement, LLC 0.60% — 6,218 $2.2M
Mascagni Wealth Management, Inc. 1.67% Add +1.6% 6,203 $2.2M
Signal Advisors Wealth, LLC 0.17% Add +6.6% 6,104 $2.2M
Flagstar Securities, Inc. 0.71% Add +68.2% 5,910 $2.1M
Allworth Financial LP 0.01% Add +14.9% 5,891 $2.1M
Accurate Wealth Management, LLC 0.27% Add +44.8% 5,411 $2.1M
Greenwood Gearhart LLC 0.12% No change 5,813 $2.1M
Piscataqua Savings Bank 1.47% Reduce -0.3% 5,810 $2.1M
Apex Wealth Management, LLC 2.10% Add +1.6% 5,158 $2.1M
DV Trading LLC 0.18% — 5,724 $2.1M
Heritage Oak Wealth Advisors LLC 0.76% Add +0.1% 5,713 $2.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -41.4% 5,711 $2.1M
Wisconsin Wealth Advisors, LLC 2.01% Reduce -0.6% 5,692 $2.0M
Consolidated Capital Management, LLC 0.62% Reduce -58.9% 5,663 $2.0M
Magnus Financial Group LLC 0.16% Add +8.2% 5,640 $2.0M
Bright Futures Wealth Management, LLC. 1.51% Reduce -5.0% 5,628 $2.0M
Asset One Wealth Management LLC 0.28% — 4,931 $2.0M
Wealthspire Advisors, LLC 0.02% Add +9.9% 5,547 $2.0M
Private Trust Co. NA 0.17% Add +8.2% 5,506 $2.0M
Osbon Capital Management LLC 1.84% — 5,448 $2.0M
OpenArc Corporate Advisory, LLC 0.03% — 5,394 $1.9M
Empowered Funds, LLC 0.03% Reduce -12.9% 5,348 $1.9M
Calamos Wealth Management LLC 0.07% Add +12.3% 5,338 $1.9M
Grantvest Financial Group LLC 1.23% Reduce -4.0% 5,331 $1.9M
Composition Wealth, LLC 0.03% Add +0.1% 5,299 $1.9M
Integrated Advisors Network LLC 0.08% Add +640.8% 5,208 $1.9M
Providence First Trust Co 0.64% Reduce -8.8% 5,168 $1.9M
US Bancorp \de 0.00% Add +8.0% 5,140 $1.9M
Independent Advisor Alliance 0.04% Reduce -13.8% 5,133 $1.8M
MGB Wealth Management, LLC 0.53% Reduce -5.0% 5,090 $1.8M
Copia Wealth Management 1.31% Reduce -6.8% 5,099 $1.8M
Captrust Financial Advisors 0.00% Add +18.8% 5,085 $1.8M
Ritholtz Wealth Management 0.03% Add +0.6% 5,084 $1.8M
Carmel Capital Management L.L.C. 0.55% No change 5,062 $1.8M
Clarus Wealth Advisors 0.75% Reduce -5.0% 4,632 $1.8M
Dearborn Partners LLC 0.09% No change 5,034 $1.8M
Evolution Wealth Advisors, LLC 0.18% Reduce -3.6% 5,004 $1.8M
Cibc World Markets Corp. 0.01% — 5,000 $1.8M
Ieq Capital, LLC 0.01% Reduce -17.6% 4,997 $1.8M
Nomura Asset Management Co. Ltd. 0.00% Add +1.8% 4,936 $1.8M
Wedmont Private Capital 0.06% Add +7.7% 4,598 $1.8M
Gotham Asset Management 0.01% Add +46.0% 4,876 $1.8M
New Insight Wealth Advisors 0.63% Reduce -4.6% 4,874 $1.8M
Badgley Phelps Wealth Managers, LLC 0.03% New 4,813 $1.7M
Cheviot Value Management, LLC 0.17% No change 4,100 $1.7M
Avidian Wealth Enterprises, LLC 0.06% Add +0.5% 4,740 $1.7M
Sovran Advisors, LLC 0.14% Add +25.4% 4,256 $1.7M
KERR FINANCIAL PLANNING Corp 2.29% Add +100.3% 4,640 $1.7M
Pinnacle Financial Partners, Inc. 0.01% — 4,674 $1.7M
Harbour Wealth Management Group, Inc. 1.31% — 4,641 $1.7M
Aptus Capital Advisors, LLC 0.01% Add +79.4% 4,639 $1.7M
Guggenheim Capital LLC 0.01% New 4,634 $1.7M
Liberty Square Wealth Partners LLC 0.47% No change 4,624 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.1% 4,611 $1.7M
Kintra Wealth, LLC 0.23% New 4,548 $1.6M
Founders Financial Alliance, LLC 0.31% Add +2.4% 4,532 $1.6M
Regency Capital Management Inc.\DE 0.68% Reduce -14.6% 4,530 $1.6M
Foguth Wealth Management, LLC. 0.25% — 4,348 $1.6M
First Heartland Consultants, Inc. 0.12% Add +6.3% 4,496 $1.6M
Virtue Capital Management, LLC 0.25% Add +353.2% 4,292 $1.6M
Bulltick Wealth Management, LLC 0.34% New 4,427 $1.6M
Teucrium Investment Advisors, LLC 1.75% — 4,417 $1.6M
Darden Wealth Group Inc 0.77% Add +20.3% 4,405 $1.6M
Carter Financial Group, INC. 0.92% Add +8.4% 4,310 $1.6M
Moneta Group Investment Advisors LLC 0.01% Add +3.1% 4,294 $1.5M
Inspire Advisors, LLC 0.14% Add +5.0% 4,291 $1.5M
B.O.S.S. Retirement Advisors, LLC 0.48% Reduce -11.3% 4,257 $1.5M
Sfmg, LLC 0.10% Add +0.9% 4,255 $1.5M
Acorn Creek Capital LLC 0.55% Reduce -10.4% 4,242 $1.5M
Sterling Investment Advisors, Ltd. 0.28% Reduce -3.3% 4,241 $1.5M
PGIM Custom Harvest LLC 0.02% Add +4.8% 4,219 $1.5M
Adirondack Trust Co. 0.50% Add +3.6% 4,198 $1.5M
Retirement Income Solutions, Inc. 0.26% Reduce -10.8% 4,181 $1.5M
Apriem Advisors 0.14% Add +0.1% 4,167 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Add +16.2% 4,167 $1.5M
Fox Hill Wealth Management 0.70% Add +0.1% 4,164 $1.5M
Kesler, Norman & Wride, LLC 0.26% Reduce -6.8% 4,146 $1.5M
Perennial Investment Advisors, LLC 0.12% Add +7.3% 4,103 $1.5M
Dakota Wealth Management 0.03% Reduce -0.4% 4,097 $1.5M
Avior Wealth Management, LLC 0.05% Add +1.6% 4,070 $1.5M
American Institute for Advanced Investment Management, LLP 0.94% Add +1.3% 4,047 $1.5M
SWS Partners 0.35% Reduce -8.9% 4,053 $1.5M
Unique Wealth, LLC 0.20% Add +13.7% 4,046 $1.5M
Silverlake Wealth Management LLC 0.33% Reduce -2.5% 4,044 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +375.9% 4,007 $1.4M
Bramshill Investments, LLC 0.08% Add +14.3% 4,000 $1.4M
Caxton Associates LLP 0.03% New 3,993 $1.4M
Box Hill Private Wealth LLC 1.45% — 3,987 $1.4M
Dynamic Advisor Solutions LLC 0.05% Reduce -12.0% 3,951 $1.4M
HighPoint Advisor Group LLC 0.03% New 3,943 $1.4M
Keating Financial Advisory Services, Inc. 0.19% — 3,918 $1.4M
Burke & Herbert Bank & Trust Co. 0.39% Reduce -51.0% 3,897 $1.4M
Keystone Global Partners, LLC 0.62% New 3,892 $1.4M
Ascentis Independent Advisors 0.22% No change 3,870 $1.4M
Global Financial Private Client, LLC 0.48% Reduce -3.5% 3,809 $1.4M
Inscription Capital, LLC 0.14% Reduce -1.0% 3,806 $1.4M
XTX Topco Ltd 0.04% Add +33.5% 3,786 $1.4M
Maripau Wealth Management LLC 0.63% Reduce -2.7% 3,807 $1.4M
Capital Wealth Alliance, LLC 0.58% Add +27.8% 3,347 $1.4M
Game Plan Financial Advisors, LLC 0.59% Add +0.2% 3,779 $1.4M
Axecap Investments, LLC 0.84% Reduce -14.4% 3,777 $1.4M
Pines Wealth Management, LLC 0.44% Add +0.4% 3,763 $1.4M
Milestone Asset Management, LLC 0.25% Add +18.9% 3,724 $1.3M
Prosperity Wealth Management, Inc. 0.45% Add +21.9% 3,720 $1.3M
Bawa N Mallick Trust 0.50% Add +0.1% 3,718 $1.3M
Accel Wealth Management 0.36% Add +30.2% 3,704 $1.3M
Roof Eidam Maycock Peralta, LLC 0.30% No change 3,682 $1.3M
Sovereign Financial Group, Inc. 0.24% Reduce -1.7% 3,681 $1.3M
Trilogy Capital Inc. 0.06% Add +2.1% 3,673 $1.3M
Eclectic Associates Inc. 0.20% Reduce -55.8% 3,636 $1.3M
Jackson Hole Capital Partners, LLC 0.22% Add +0.0% 3,613 $1.3M
KG Capital Management 0.33% Add +14.3% 3,604 $1.3M
Forefront Wealth Partners, LLC 0.61% Reduce -1.9% 3,575 $1.3M
Mystic Asset Management, Inc. 0.29% Add +0.2% 3,529 $1.3M
Moran Wealth Management, LLC 0.04% Add +30.5% 3,498 $1.3M
Tandem Capital Management Corp. 0.57% No change 3,480 $1.3M
Smith, Moore & Co. 0.09% Add +5.3% 3,467 $1.2M
Founders Financial Securities LLC 0.07% Add +47.4% 3,438 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -7.8% 3,425 $1.2M
Sawgrass Asset Management LLC 0.15% No change 3,400 $1.2M
Pinnacle Wealth Management Advisory Group, LLC 0.08% Reduce -14.1% 3,400 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +38.4% 3,391 $1.2M
Eagle Capital Management, LLC 0.44% Add +1.5% 3,390 $1.2M
Gladstone Institutional Advisory LLC 0.05% Add +28.5% 3,384 $1.2M
Wealth Watch Advisors, INC 0.45% Reduce -8.4% 3,374 $1.2M
Seaview Investment Managers LLC 0.46% Add +47.6% 3,369 $1.2M
Berkshire Money Management, Inc. 0.12% New 3,347 $1.2M
Cambridge Advisors Inc. 0.23% Add +2.0% 3,332 $1.2M
Tennessee Valley Asset Management Partners 0.15% Add +13.5% 3,310 $1.2M
Iron Gate Global Advisors LLC 0.12% Reduce -0.5% 3,300 $1.2M
Keudell/Morrison Wealth Management 0.25% — 3,290 $1.2M
Denver Wealth Management, Inc. 0.42% New 3,257 $1.2M
Transcend Capital Advisors, LLC 0.09% Reduce -2.0% 3,236 $1.2M
Purus Wealth Management, LLC 0.36% Add +4.6% 3,235 $1.2M
Titleist Asset Management, LLC 0.09% Add +1.7% 3,209 $1.2M
Aspire Capital Advisors LLC 0.27% Add +0.1% 3,205 $1.2M
Cornerstone Advisory, LLC 0.11% Add +0.3% 3,204 $1.2M
Laurel Oak Wealth Management, LLC 0.19% — 3,177 $1.1M
HUB Investment Partners, LLC 0.03% Add +295.3% 3,174 $1.1M
Modern Wealth Management, LLC 0.02% Reduce -18.9% 3,147 $1.1M
Tradition Wealth Management, LLC 0.08% Reduce -2.8% 3,144 $1.1M
Comprehensive Financial Planning, Inc. 0.74% Add +15.4% 3,109 $1.1M
Sound View Wealth Advisors Group, LLC 0.07% Reduce -10.8% 3,088 $1.1M
Venture Visionary Partners LLC 0.04% Reduce -14.0% 3,040 $1.1M
Zhang Financial LLC 0.04% Add +12.0% 3,038 $1.1M
Focus Financial Network, Inc. 0.04% Add +12.1% 3,023 $1.1M
Cordoba Advisory Partners LLC 0.27% — 3,023 $1.1M
American Financial Advisors, LLC 0.14% Add +0.2% 3,022 $1.1M
Summit Trail Advisors, LLC 0.02% Add +4.8% 3,007 $1.1M
Hamilton Wealth, LLC 0.21% Add +0.8% 3,004 $1.1M
Intrua Financial, LLC 0.12% Reduce -7.3% 3,003 $1.1M
Novare Capital Management LLC 0.08% Reduce -10.0% 3,000 $1.1M
Nwi Management LP 0.07% No change 3,000 $1.1M
Ancora Advisors LLC 0.02% Reduce -9.7% 2,984 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +17.0% 2,984 $1.1M
Curran Financial Partners, LLC 0.20% Add +22.2% 2,966 $1.1M
Winch Advisory Services, LLC 0.23% Add +0.3% 2,942 $1.1M
LaSalle St. Investment Advisors, LLC 0.17% Add +26.8% 2,929 $1.1M
Midwest Financial Group LLC 0.47% No change 2,925 $1.1M
Advisory Alpha, LLC 0.03% Add +9.9% 2,908 $1.0M
Vestmark Advisory Solutions, Inc. 0.01% Add +7.1% 2,895 $1.0M
Clear Creek Financial Management, LLC 0.09% Add +7.3% 2,893 $1.0M
Gateway Wealth Partners, LLC 0.12% Add +5.2% 2,871 $1.0M
Alchemi Wealth, LLC 0.56% — 2,868 $1.0M
Geneos Wealth Management Inc. 0.03% Add +2.9% 2,866 $1.0M
Biltmore Family Office, LLC 0.14% No change 2,850 $1.0M
JB Capital LLC 0.04% Add +117.7% 2,812 $1.0M
Q3 Asset Management 0.23% Reduce -18.9% 2,784 $1.0M
Kingdom Financial Group LLC. 0.31% New 2,801 $1.0M
O'ROURKE & COMPANY, Inc 0.39% Reduce -1.8% 2,782 $1.0M
Thompson Davis & Co., Inc. 0.59% Add +0.0% 2,751 $991K
Riggs Asset Managment Co. Inc. 0.20% Add +1.6% 2,749 $990K
LVM Capital Management Ltd. 0.09% Reduce -5.0% 2,745 $989K
PCG Asset Management, LLC 0.79% Reduce -2.7% 2,735 $988K
MPS Loria Financial Planners, LLC 0.25% Add +0.2% 2,742 $987K
Berbice Capital Management LLC 0.59% Add +45.0% 2,739 $986K
Welch Group, LLC 0.04% Reduce -4.8% 2,735 $985K
Fort Point Capital Partners LLC 0.12% No change 2,472 $980K
Global Assets Advisory, LLC 0.28% No change 2,696 $971K
Schnieders Capital Management, Llc. 0.15% Reduce -0.6% 2,694 $970K
Financial Perspectives, Inc 0.26% No change 2,694 $970K
OneAscent Financial Services LLC 0.09% Add +2.2% 2,693 $970K
Fortis Group Advisors, LLC 0.16% New 2,401 $969K
Kane Investment Management, Inc. 0.47% Add +66.7% 2,689 $968K
Cadent Capital Advisors, LLC 0.26% Add +20.4% 2,686 $967K
Fiduciary Alliance LLC 0.06% Reduce -0.4% 2,679 $965K
J. Goldman & Co LP 0.04% New 2,674 $963K
Fsa Wealth Partners, Inc. 0.34% Reduce -5.9% 2,651 $955K
Investment Management Corp. /Va/ 0.80% Add +0.1% 2,634 $949K
Stonebridge Financial Planning Group, LLC 0.34% Add +10.6% 2,626 $946K
PKS Advisory Services, LLC 0.21% Reduce -5.4% 2,607 $939K
City Center Advisors, LLC 0.86% Add +0.1% 2,606 $939K
T. Rowe Price Associates Inc. 0.00% Reduce -1.9% 2,600 $937K
E&G Advisors, LLC 0.21% Add +6.2% 2,557 $921K
Mathes Company, Inc. 0.33% No change 2,555 $920K
CDM Financial Counseling Services, Inc. 0.86% — 2,540 $915K
Greystone Financial Group, LLC 0.14% Reduce -1.2% 2,540 $915K
Total Clarity Wealth Management, Inc. 0.22% Add +2.3% 2,540 $915K
Brown Brothers Harriman & Co. 0.00% No change 2,517 $906K
Deltec Asset Management LLC 0.15% No change 2,500 $900K
Greenwich Wealth Management LLC 0.04% Reduce -8.8% 2,483 $894K
Tritonpoint Wealth, LLC 0.09% Add +27.5% 2,463 $887K
Greater Midwest Financial Group, LLC 0.49% Add +0.3% 2,454 $884K
Cane Capital Partners, LLC 0.37% — 2,436 $877K
Sunbelt Securities, Inc. 0.06% Reduce -5.1% 2,424 $873K
CIBC Private Wealth Group LLC 0.00% Reduce -13.3% 2,403 $865K
Peak Asset Management, LLC 0.15% Reduce -2.4% 2,396 $863K
Cfo Capital Management LLC 0.65% — 2,391 $861K
Brian Low Financial Group, LLC 0.61% Reduce -21.5% 2,391 $861K
Insight Advisors, LLC/ PA 0.13% Reduce -0.8% 2,378 $857K
Independence Bank of Kentucky 0.11% Reduce -1.9% 2,360 $850K
Advisor OS, LLC 0.07% Add +3.2% 2,347 $845K
Moors & Cabot, Inc. 0.04% Reduce -10.5% 2,346 $845K
Cyndeo Wealth Partners, LLC 0.05% No change 2,341 $843K
17 Capital Partners, LLC 0.44% Add +32.0% 2,324 $837K
Madden Advisory Services, Inc. 0.33% Reduce -2.9% 2,298 $828K
Lanark Financial, Inc. 0.06% Add +13.0% 2,296 $827K
Clarity Financial LLC 0.08% Reduce -0.7% 2,281 $821K
Fortis Capital Management LLC 0.11% New 2,273 $819K
Value Investment Professionals, LLC 0.85% — 2,255 $812K
DAVENPORT & Co LLC 0.00% Add +35.1% 2,253 $811K
Whittier Trust Co. of Nevada Inc. 0.02% Add +390.6% 2,090 $810K
Victory Financial Group, LLC 0.10% Add +47.1% 2,247 $809K
Endowment Wealth Management, Inc. 0.37% Add +7.2% 2,224 $801K
Silver Oak Securities, Incorporated 0.05% Reduce -0.4% 2,201 $800K
Ellevest, Inc. 0.11% No change 2,220 $799K
SeaBridge Investment Advisors LLC 0.13% Reduce -0.6% 2,218 $799K
Compound Planning, Inc. 0.02% Reduce -4.3% 2,214 $797K
MJP Associates Inc. 0.10% Add +2.3% 2,210 $796K
Abound Financial, LLC 0.31% No change 2,200 $792K
Black Diamond Financial, LLC 0.08% New 2,200 $792K
Element Wealth, LLC 0.33% Add +38.3% 2,184 $787K
Arax Advisory Partners 0.02% New 2,173 $782K
CenterStar Asset Management, LLC 1.23% New 2,166 $780K
AlTi Global, Inc. 0.02% Add +28.4% 2,167 $780K
Glen Eagle Advisors, LLC 0.11% Add +2.2% 2,147 $773K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -10.1% 2,134 $769K
Lodestar Private Asset Management LLC 0.08% Reduce -2.2% 2,134 $768K
Nvwm, LLC 0.17% Add +0.9% 2,132 $768K
COFG Advisors, LLC 0.19% — 2,129 $767K
Two Sigma Securities, LLC 0.11% Reduce -59.8% 2,129 $767K
TCFG Wealth Management, LLC 0.30% Add +0.2% 2,115 $762K
Soltis Investment Advisors LLC 0.05% Add +1.1% 2,111 $760K
Sankala Group LLC 0.60% — 1,861 $756K
Chicago Partners Investment Group LLC 0.02% Add +0.5% 1,872 $749K
Strategic Blueprint, LLC 0.04% Reduce -35.9% 2,079 $749K
Concorde Asset Management, LLC 0.30% Reduce -0.1% 2,073 $747K
Berkshire Asset Management LLC 0.03% Add +4.3% 2,064 $743K
Seros Financial, LLC 0.43% Add +19.1% 2,056 $740K
Guardian Asset Advisors, LLC 0.38% Add +7.1% 2,049 $740K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -16.7% 2,046 $737K
Signature Equity Partners, LLC 0.41% — 2,045 $736K
Valeo Financial Advisors, LLC 0.02% Add +0.1% 2,033 $732K
LJI Wealth Management, LLC 0.11% No change 2,029 $731K
Secure Asset Management, LLC 0.11% Add +31.8% 2,009 $724K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -0.3% 2,001 $721K
HHM Wealth Advisors, LLC 0.08% Reduce -4.8% 1,981 $713K
AlphaCore Capital LLC 0.02% Add +15.0% 1,971 $710K
Annex Advisory Services, LLC 0.01% Add +2.9% 1,970 $709K
Savant Capital, LLC 0.00% Add +11.4% 1,967 $708K
Brown Advisory Inc. 0.00% Add +10.7% 1,963 $707K
Patten & Patten Inc. 0.04% Reduce -22.7% 1,962 $707K
Financial Partners Group, Inc 0.08% Reduce -0.3% 1,750 $706K
FineMark National Bank & Trust 0.02% Add +29.6% 1,952 $703K
Montis Financial, LLC 0.14% Reduce -2.5% 1,930 $695K
CWS Financial Advisors, LLC 0.19% Add +0.3% 1,926 $694K
Clark Capital Management Group, Inc. 0.00% Add +0.9% 1,908 $687K
Fortress Private Ledger, LLC 0.23% Add +57.9% 1,904 $686K
Ranch Capital Advisors Inc. 0.25% Reduce -1.5% 1,903 $685K
Integrity Wealth Advisors, Inc. 0.48% Reduce -71.7% 1,901 $685K
WJ Wealth Management, LLC 0.30% No change 1,896 $683K
Visionary Wealth Advisors 0.03% Add +6.1% 1,883 $678K
Vaughan David Investments LLC 0.01% No change 1,879 $677K
GK Wealth Management LLC 0.49% Reduce -1.1% 1,870 $674K
WealthCare Investment Partners, LLC 0.20% Reduce -0.1% 1,801 $672K
Jefferson Bridge Capital, LLC 0.68% — 1,862 $671K
Pathstone Holdings, LLC 0.00% Add +0.5% 1,861 $670K
WESPAC Advisors, LLC 0.36% Add +40.4% 1,861 $670K
SOA Wealth Advisors, LLC. 0.11% Reduce -25.5% 1,861 $670K
1832 Asset Management L.P. 0.00% No change 1,860 $670K
Strengthening Families & Communities, LLC 0.24% Add +3.6% 1,856 $668K
KPP Advisory Services LLC 0.10% New 1,840 $663K
NorthRock Partners, LLC 0.01% New 1,829 $659K
Capital Analysts, LLC 0.02% Add +11.5% 1,827 $658K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -1.4% 1,827 $658K
FourThought Financial Partners, LLC 0.06% Add +0.3% 1,817 $654K
RFG Advisory, LLC 0.01% Reduce -0.6% 1,807 $651K
Aspen Investment Management Inc 0.20% Add +125.9% 1,805 $650K
Argyle Capital Partners, LLC 0.47% Add +4.8% 1,783 $642K
Trademark Financial Management, LLC 0.35% Add +67.8% 1,774 $639K
Navis Wealth Advisors, LLC 0.27% New 1,772 $638K
Harvest Investment Services, LLC 0.12% Add +7.5% 1,769 $637K
Granite Group Advisors, LLC 0.36% New 1,762 $635K
Venturi Wealth Management, LLC 0.03% New 1,751 $631K
Matauro, LLC 0.09% Reduce -12.3% 1,751 $631K
Larry Mathis Financial Planning, LLC 0.55% — 1,744 $628K
BIP Wealth, LLC 0.02% Add +127.0% 1,743 $628K
W1M Asset Management Ltd 0.01% New 1,717 $618K
Franklin Resources Inc. 0.00% No change 1,715 $618K
Alteri Wealth LLC 0.20% Add +4.4% 1,712 $616K
Cary Street Partners Financial LLC 0.02% Reduce -8.4% 1,711 $616K
Bluefin Capital Management, LLC 0.17% New 1,700 $612K
Polymer Capital Management (HK) LTD 0.10% No change 1,700 $612K
Toronto Dominion Bank 0.00% Add +787.8% 1,678 $604K
Canvas Wealth Advisors, LLC 0.10% Reduce -2.6% 1,676 $604K
Lewis Asset Management, LLC 0.24% Reduce -7.0% 1,666 $600K
Owen LaRue, LLC 0.23% New 1,665 $600K
Berger Financial Group, Inc 0.03% Add +4.8% 1,638 $590K
Colonial River Investments, LLC 0.21% New 1,628 $586K
Axxcess Wealth Management, LLC 0.01% New 1,628 $586K
Main Street Financial Solutions, LLC 0.04% Add +10.4% 1,627 $586K
SHUTTLEWORTH & Co 0.54% Reduce -0.3% 1,627 $586K
Armstrong Advisory Group, Inc. 0.04% Add +1.8% 1,624 $585K
Vise Technologies, Inc. 0.01% Add +125.7% 1,623 $584K
Elm3 Financial Group, LLC 0.47% Reduce -4.6% 1,586 $571K
Beaumont Asset Management, L.L.C. 0.28% New 1,581 $569K
RDA Financial Network 0.14% Add +4.5% 1,578 $568K
Integrity Investment Advisors, LLC 0.31% Add +28.6% 1,571 $566K
Quantum Portfolio Management LLC 0.25% Reduce -41.0% 1,548 $557K
Koenig Investment Advisory, LLC 0.45% — 1,339 $552K
Chilton Investment Co. Inc. 0.01% No change 1,528 $550K
Advisor Resource Council 0.20% New 1,343 $548K
Hutchens & Kramer Investment Management Group, LLC 0.19% New 1,516 $546K
Orgel Wealth Management, LLC 0.01% New 1,509 $543K
Accretive Wealth Partners, LLC 0.16% No change 1,507 $543K
Winthrop Advisory Group LLC 0.05% Add +5.0% 1,499 $540K
Jacobi Capital Management LLC 0.03% Reduce -46.3% 1,497 $539K
Meredith Wealth Planning 0.16% No change 1,496 $539K
Trueblood Wealth Management, LLC 0.21% Add +0.3% 1,496 $539K
AdvisorNet Financial, Inc 0.03% Reduce -2.0% 1,492 $537K
Advisors Capital Management, LLC 0.01% Add +6.6% 1,491 $537K
Lane Brothers & Co. Inc. 0.39% — 1,488 $536K
Capital Investment Advisors, LLC 0.01% Reduce -5.9% 1,488 $536K
Seamount Financial Group Inc. 0.24% Reduce -0.5% 1,485 $535K
Investment Insight Wealth Management, LLC 0.52% — 1,483 $534K
Betterment LLC 0.00% Reduce -16.1% 1,480 $533K
Sageworth Trust Co 0.02% New 1,476 $532K
Facet Wealth, Inc. 0.01% Add +12.3% 1,273 $531K
RMR Wealth Builders 0.04% Reduce -53.2% 1,473 $530K
Murphy & Mullick Capital Management Corp 0.38% Add +57.2% 1,456 $524K
Trexquant Investment LP 0.00% Reduce -38.1% 1,451 $523K
IPG Investment Advisors LLC 0.09% Add +32.4% 1,436 $517K
FSA Investment Group, LLC 0.31% Add +1.1% 1,425 $513K
Leigh Baldwin & Co., LLC 0.34% Add +0.1% 1,425 $513K
Bank of New York Mellon Corp 0.00% Add +23.8% 1,422 $512K
Redhawk Wealth Advisors, Inc. 0.06% Add +16.7% 1,414 $509K
Interactive Financial Advisors, Inc. 0.33% Reduce -49.5% 1,410 $508K
Brand Asset Management Group, Inc. 0.14% Add +7.8% 1,408 $507K
May Hill Capital, LLC 0.14% Add +92.0% 1,407 $507K
Premier Path Wealth Partners, LLC 0.07% Reduce -58.5% 1,407 $507K
Detalus Advisors, LLC 0.12% No change 1,402 $505K
ProVise Management Group, LLC 0.04% Add +0.6% 1,401 $505K
Guyasuta Investment Advisors Inc. 0.03% No change 1,400 $504K
Signaturefd, LLC 0.01% No change 1,399 $504K
Wealth Advisory Team LLC 0.44% — 1,395 $502K
Magnolia Capital Advisors LLC 0.11% Add +12.3% 1,388 $500K
Alpha Cubed Investments, LLC 0.02% Add +18.6% 1,388 $500K
Caprock Group, LLC 0.01% Add +23.1% 1,372 $494K
M&T Bank Corp 0.00% Reduce -11.9% 1,366 $492K
American Trust 0.04% New 1,364 $491K
Trek Financial, LLC 0.03% Add +51.7% 1,355 $488K
Montecito Bank & Trust 0.08% Reduce -4.6% 1,353 $487K
Private Client Services, LLC 0.15% Add +0.4% 1,338 $482K
Somerset Group LLC 0.36% Reduce -5.7% 1,245 $479K
Procyon Advisors, LLC 0.02% New 1,329 $479K
Leeward Financial Partners, LLC 0.13% Reduce -0.4% 1,317 $474K
Northwest Wealth Advisors, LLC 0.36% — 1,296 $467K
Birch Hill Investment Advisors LLC 0.02% No change 1,293 $466K
Northstar Advisory Group, LLC 0.17% Reduce -6.4% 1,293 $466K
Red Door Wealth Management, LLC 0.05% Reduce -3.8% 1,278 $460K
Valmark Advisers, Inc. 0.01% Add +21.7% 1,278 $460K
HF Advisory Group, LLC 0.16% Reduce -8.2% 1,274 $459K
J Hagan Capital, Inc. 0.25% Reduce -19.8% 1,272 $458K
Arlington Capital Management, Inc. 0.28% Reduce -11.1% 1,261 $454K
Leo Wealth, LLC 0.03% New 1,257 $453K
Verus Capital Partners, LLC 0.03% Add +10.1% 1,255 $452K
Sandbox Financial Partners, LLC 0.12% Add +1.5% 1,253 $451K
Encompass More Asset Management 0.08% Add +54.3% 1,251 $451K
Atlantic Union Bankshares Corp 0.01% Add +8.7% 1,245 $448K
Meriwether Wealth & Planning, LLC 0.25% Add +4.8% 1,243 $448K
Octavia Wealth Advisors, LLC 0.04% Reduce -6.1% 1,239 $446K
Silvercrest Asset Management Group LLC 0.00% Add +3.3% 1,232 $444K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +8.1% 1,231 $443K
IMG Wealth Management, Inc. 0.28% No change 1,229 $443K
Fairfield Financial Advisors, LTD 0.14% Add +0.2% 1,228 $442K
Resurgent Financial Advisors LLC 0.22% Reduce -21.2% 1,222 $440K
Cathy Pareto & Associates, Inc. 0.30% Add +22.9% 1,217 $438K
Brooklyn Investment Group 0.02% Add +11.8% 1,192 $434K
Walleye Capital LLC 0.00% Add +1100.0% 1,200 $432K
Bryn Mawr Trust Advisors, LLC 0.02% No change 1,197 $431K
SMART Wealth LLC 0.13% Reduce -20.8% 1,195 $430K
Bravias Capital Group, LLC 0.26% Add +6.6% 1,194 $430K
Welch & Forbes LLC 0.01% No change 1,193 $430K
J. Derek Lewis & Associates Inc. 0.10% — 1,188 $428K
SHP Wealth Management 0.03% — 1,187 $428K
BBR Partners, LLC 0.02% New 1,187 $427K
Cascade Investment Group, Inc. 0.28% Add +3.1% 1,171 $422K
EdgeRock Capital LLC 0.11% Add +27.2% 1,169 $421K
Pinnacle Family Advisors, LLC 0.18% New 1,160 $418K
Evanson Asset Management, LLC 0.02% Add +7.4% 1,160 $418K
Elevate Capital Advisors, LLC 0.28% Reduce -51.5% 1,159 $417K
Brady Martz Wealth Solutions, LLC 0.07% Reduce -10.4% 1,157 $417K
Richards, Merrill & Peterson, Inc. 0.16% Add +50.5% 1,156 $416K
Wealth Dimensions Group, Ltd. 0.08% No change 1,153 $415K
Archvest Wealth Advisors, Inc. 0.26% Reduce -4.6% 1,149 $414K
Greenline Partners, LLC 0.05% No change 1,147 $413K
Angeles Wealth Management, LLC 0.02% No change 1,147 $413K
Tempus Wealth Planning, LLC 0.09% Reduce -4.8% 1,142 $411K
Credit Agricole S A 0.00% Reduce -42.2% 1,141 $411K
Ascent Wealth Partners, LLC 0.05% No change 1,139 $410K
Advance Capital Management, Inc. 0.02% Reduce -9.1% 1,136 $409K
Sharp Wealth Advisory, LLC 0.20% No change 1,126 $406K
James J. Burns & Company, LLC 0.06% New 1,124 $405K
Rollins Financial Advisors, LLC 0.06% New 1,120 $403K
Duncker Streett & Co. Inc. 0.07% No change 1,120 $403K
Sequent Asset Management, LLC 0.18% No change 1,116 $402K
Index Technologies Group LLC 0.42% — 1,108 $399K
Mission Wealth Management, LP 0.01% Add +19.9% 1,108 $399K
M3 Advisory Group, LLC 0.24% Add +6.3% 1,102 $397K
Bell Investment Advisors, Inc 0.06% Reduce -2.8% 1,101 $397K
MRA Advisory Group 0.17% Reduce -18.3% 1,099 $396K
FSA Advisors, Inc. 0.27% New 1,097 $395K
Pacific Sun Financial Corp 0.19% Add +7.9% 1,093 $394K
Tortuga Wealth Management, Inc 0.41% — 1,088 $392K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,087 $391K
Instrumental Wealth, LLC 0.23% Add +8.7% 948 $391K
Mma Asset Management LLC 0.14% No change 1,078 $388K
Outlook Wealth Advisors, LLC 0.09% Add +15.7% 1,076 $388K
Triumph Capital Management 0.08% Reduce -6.1% 1,076 $388K
Benjamin Edwards Inc. 0.00% New 1,072 $386K
Arwa LLC 0.23% — 1,070 $385K
First Trust Advisors LP 0.00% Add +0.5% 1,067 $384K
Klingman & Associates, LLC 0.02% Reduce -3.0% 1,067 $384K
Westshore Wealth, LLC 0.13% No change 1,060 $382K
Simon Quick Advisors, LLC 0.02% New 1,059 $381K
Clark Asset Management, LLC 0.04% Add +7.5% 1,054 $379K
EverSource Wealth Advisors, LLC 0.01% Add +86.8% 1,046 $377K
Mirador Capital Partners LP 0.05% Add +42.8% 1,045 $376K
Cardiff Park Advisors, LLC 0.03% Add +38.6% 1,045 $376K
JSF Financial, LLC 0.08% Add +10.1% 1,043 $376K
KMG Fiduciary Partners, LLC 0.03% Reduce -3.3% 1,039 $374K
Citizens Financial Group Inc. 0.01% Add +27.1% 1,033 $372K
Embree Financial Group 0.05% No change 1,030 $371K
Avaii Wealth Management, LLC 0.13% Reduce -4.6% 1,024 $369K
Semus Wealth Partners LLC 0.20% Add +0.2% 1,019 $367K
Sharpepoint LLC 0.22% New 1,015 $365K
Stratos Wealth Advisors, LLC 0.02% Reduce -0.3% 1,013 $365K
Baker Avenue Asset Management, LP 0.01% Reduce -2.0% 1,011 $364K
Curi Capital, LLC 0.01% Add +4.3% 1,010 $364K
Welch Financial Planning, LLC 0.26% — 1,010 $364K
Gruss & Co., LLC 0.79% No change 1,000 $360K
Charles Schwab Trust Co 0.02% New 1,000 $360K
KFA Private Wealth Group, LLC 0.09% Reduce -0.2% 996 $359K
Burney Co./ 0.01% Add +7.7% 996 $359K
Quantum Private Wealth, LLC 0.10% No change 994 $358K
Liberty Wealth Management LLC 0.05% New 993 $357K
Tradewinds, LLC. 0.09% Add +9.9% 991 $357K
Charter Oak Capital Management, LLC 0.03% No change 990 $357K
Strive Financial Group ,LLC 0.19% — 987 $355K
United Advisor Group, LLC 0.05% Add +6.6% 984 $354K
Activest Wealth Management 0.07% Add +105.7% 983 $354K
Bosman Wealth Management, LLC 0.29% Reduce -21.6% 981 $353K
Pure Financial Advisors, LLC 0.01% Add +34.7% 971 $350K
Kanawha Capital Management LLC 0.02% Reduce -4.9% 971 $350K
RFG - Bristol Wealth Advisors, LLC 0.10% Reduce -0.1% 961 $346K
Aurora Private Wealth, Inc. 0.23% — 958 $345K
Daviman Financial, LLC 0.20% — 951 $342K
Zullo Investment Group, Inc. 0.12% Reduce -0.7% 943 $340K
Jaffetilchin Investment Partners, LLC 0.02% Add +40.3% 943 $340K
Ridgepath Capital Management LLC 0.16% No change 1,039 $339K
Insight Wealth Strategies, LLC 0.04% Add +0.3% 935 $337K
High Point Wealth Management, LLC 0.32% — 931 $335K
Roehl & Yi Investment Advisors, LLC 0.13% Add +15.9% 923 $332K
Benchmark Financial Wealth Advisors, LLC 0.10% Add +7.7% 922 $332K
Freedom Financial Partners LLC 0.12% Add +0.1% 922 $332K
Kathmere Capital Management, LLC 0.02% No change 921 $332K
SmartHarvest Portfolios, LLC 0.11% — 905 $326K
Legacy PCG, LLC 0.20% Reduce -2.2% 904 $326K
Motley Fool Wealth Management, LLC 0.03% Add +0.3% 903 $325K
Key Client Fiduciary Advisors, LLC 0.11% No change 898 $323K
Howard Financial Services, LTD. 0.04% Add +0.3% 894 $322K
Americana Partners, LLC 0.01% Reduce -23.4% 892 $321K
Bokf, NA 0.00% Add +78.3% 888 $320K
XML Financial, LLC 0.03% Add +31.6% 888 $320K
Blue Bell Private Wealth Management, LLC 0.05% No change 887 $319K
Teamwork Financial Advisors, LLC 0.03% New 882 $317K
J. L. Bainbridge & Co., Inc. 0.03% No change 878 $316K
Soundwatch Capital LLC 0.05% Add +16.8% 876 $315K
Cambria Investment Management, L.P. 0.02% New 874 $315K
Retirement Planning Co of New England, Inc. 0.13% Add +1.2% 874 $315K
Northstar Group, Inc. 0.04% No change 873 $314K
Atlantic Private Wealth, LLC 0.20% No change 869 $313K
Sargent Investment Group, LLC 0.04% New 863 $311K
Kirtland Hills Capital Management, LLC 0.11% New 862 $310K
Miller Capital Partners, Inc. 0.16% — 856 $308K
BXM Wealth LLC 0.24% Add +5269.2% 48,752 $308K
Cornerstone Enterprises, LLC 0.15% Add +1.8% 855 $308K
SB Capital Management Inc 0.11% — 855 $308K
Syntegra Private Wealth Group, LLC 0.03% No change 849 $306K
Weaver Consulting Group 0.07% No change 846 $305K
Stiles Financial Services Inc 0.09% Add +18.0% 845 $304K
Seelaus Asset Management LLC 0.25% No change 845 $304K
Johnson Investment Counsel Inc. 0.00% Add +3.6% 844 $304K
United Asset Strategies, Inc. 0.02% No change 843 $304K
Cape Cod Five Cents Savings Bank 0.03% No change 1,220 $299K
Natixis 0.00% Add +113.1% 831 $299K
Heritage Wealth Management, Inc. 0.08% Reduce -8.3% 825 $297K
Total Wealth Planning & Management, Inc. 0.24% — 824 $297K
Tidemark, LLC 0.08% Reduce -3.0% 820 $295K
Oakwell Private Wealth Management, LLC 0.06% No change 818 $295K
Abound Wealth Management 0.07% Reduce -4.0% 814 $293K
Riverchase Wealth Management, LLC 0.16% Add +1.1% 810 $292K
Sweeney & Michel, LLC 0.09% No change 700 $290K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.1% 802 $289K
Bank & Trust Co 0.20% New 800 $288K
Hendershot Investments Inc. 0.04% No change 800 $288K
Two West Capital Advisors LLC 0.17% New 798 $287K
Vertex Planning Partners, LLC 0.07% Add +0.4% 795 $286K
GSG Advisors LLC 0.07% No change 786 $283K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 785 $283K
Asset Planning Services Inc. /La/ 0.12% Reduce -0.9% 784 $282K
Atomic Invest LLC 0.16% — 769 $279K
AAFMAA Wealth Management & Trust LLC 0.11% No change 772 $278K
Optivise Advisory Services LLC 0.16% Reduce -9.7% 769 $277K
Palumbo Wealth Management LLC 0.07% New 759 $273K
Russell Investments Group, Ltd. 0.00% Add +17.7% 757 $273K
Smith Salley Wealth Management 0.01% Add +0.3% 756 $272K
Altura Wealth Advisors Inc. 0.12% New 755 $272K
Retirement Planning Group, LLC / NY 0.18% New 753 $271K
Evergreen Wealth Partners LLC 0.23% — 752 $271K
Shelter Rock Management, LLC 0.27% — 752 $271K
Man Group plc 0.00% Reduce -96.5% 750 $270K
Xcelsior Advisor Partners LLC 0.13% — 748 $270K
Platform Technology Partners 0.06% New 747 $269K
Obermeyer Wealth Partners 0.01% New 747 $269K
High Falls Advisors, Inc 0.05% Reduce -1.2% 744 $268K
Carr Financial Group Corp 0.07% Add +14.3% 735 $265K
Independent Wealth Network Inc. 0.08% Add +13.2% 730 $263K
Hemenway Trust Co LLC 0.02% Reduce -2.7% 730 $263K
Westbourne Investments, Inc. 0.12% Reduce -12.1% 725 $261K
McDonald Partners LLC 0.08% Reduce -10.4% 724 $261K
Sequent Planning LLC 0.07% New 724 $261K
DLD Asset Management, LP 0.09% New 723 $260K
DiNuzzo Private Wealth, Inc. 0.03% No change 717 $258K
Pacific Park Financial, Inc. 0.16% — 712 $256K
Sage Financial Group Inc. 0.02% Reduce -28.9% 711 $256K
CV Advisors LLC 0.07% Add +3.6% 709 $255K
Tiaa Trust, National Association 0.00% New 708 $255K
GenTrust, LLC 0.01% New 707 $255K
Evoke Wealth, LLC 0.00% Reduce -41.3% 701 $252K
Indivisible Partners 0.03% — 701 $252K
Farnam Financial LLC 0.19% No change 700 $252K
Avion Wealth 0.05% Add +16.7% 700 $252K
Regions Financial Corp. 0.00% Reduce -4.3% 695 $250K
Nova Wealth Management, Inc. 0.17% Reduce -0.9% 694 $250K
Keybank National Association 0.00% New 694 $250K
Condor Capital Management 0.02% New 689 $248K
Capital Advisors Inc. 0.00% New 688 $248K
Family Office Research LLC 0.10% Add +0.3% 676 $247K
Northern Capital Management, Inc. 0.13% No change 682 $246K
Camden National Bank 0.03% New 680 $245K
Atlas Wealth LLC 0.10% No change 679 $245K
Zacks Investment Management 0.00% New 676 $244K
Blue Fin Capital, Inc. 0.04% No change 675 $243K
Barnes Pettey Financial Advisors, LLC 0.12% New 671 $242K
HCR Wealth Advisors 0.02% New 668 $241K
KWB Wealth 0.02% New 666 $240K
Bank Hapoalim BM 0.02% New 663 $239K
Atom Investors LP 0.02% Reduce -96.6% 663 $239K
44 Wealth Management LLC 0.08% No change 660 $238K
Thrive Capital Management, LLC 0.05% Reduce -26.9% 650 $234K
CLG LLC 0.06% New 649 $234K
Schmidt P J Investment Management Inc. 0.04% Add +0.6% 645 $232K
Rockwood Wealth Management, LLC 0.02% Reduce -0.2% 644 $232K
Lantern Wealth Advisors, LLC 0.12% Add +0.3% 642 $231K
Diversified Management Inc. 0.05% — 642 $231K
KDT Advisors, LLC 0.32% No change 640 $230K
Allium Financial Advisors, LLC 0.18% New 631 $227K
J. Safra Sarasin Holding AG 0.00% No change 625 $227K
Pettyjohn, Wood & White, Inc. 0.04% No change 630 $227K
Avalon Trust Co 0.01% Reduce -24.1% 630 $227K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +1750.0% 629 $227K
Cahill Financial Advisors Inc. 0.02% Add +0.2% 629 $227K
Empower Advisory Group, LLC 0.00% Reduce -8.8% 629 $227K
Searle & Co. 0.06% No change 627 $226K
Bowman & Co S.C. 0.10% Add +0.3% 627 $226K
Thrive Wealth Management, LLC 0.03% Add +1.0% 625 $225K
Center For Asset Management LLC 0.12% New 623 $224K
QRG Capital Management, Inc. 0.00% New 614 $221K
Surience Private Wealth LLC 0.25% New 613 $221K
GWN Securities Inc. 0.04% New 611 $220K
Sandy Cove Advisors, LLC 0.07% New 611 $220K
Moment Partners, LLC 0.05% New 610 $220K
Capital Markets Trading UK LLP 0.26% Reduce -85.9% 609 $219K
Princeton Global Asset Management LLC 0.04% Reduce -26.7% 608 $219K
QTR Family Wealth, LLC 0.10% Reduce -12.5% 540 $219K
Holderness Investments Co. 0.04% New 606 $218K
Linscomb Wealth, Inc. 0.01% New 606 $218K
Elevatus Welath Management 0.06% New 601 $216K
Sulzberger Capital Advisors, Inc. 0.22% New 600 $216K
NavPoint Financial, Inc. 0.09% New 600 $216K
L. Roy Papp & Associates, LLP 0.02% New 600 $216K
Eagle Bay Advisors LLC 0.16% New 597 $215K
Illumine Investment Management, LLC 0.16% New 596 $215K
EFG International AG 0.00% — 594 $214K
Bison Wealth, LLC 0.02% New 554 $213K
Merkkuri Wealth Advisors LLC 0.15% New 592 $213K
Traphagen Investment Advisors LLC 0.02% New 591 $213K
Freestone Capital Holdings, LLC 0.01% Add +19.9% 590 $212K
WealthPlan Investment Management, LLC 0.01% Reduce -10.9% 588 $212K
Howe & Rusling Inc. 0.01% Reduce -20.6% 587 $212K
Maia Wealth LLC 0.04% New 519 $211K
eCIO, Inc. 0.10% New 584 $210K
Essex Financial Services, Inc. 0.01% New 584 $210K
Glenmede Trust Co. NA 0.00% — 582 $210K
Client First Investment Management LLC 0.11% New 580 $209K
Register Financial Advisors LLC 0.08% No change 580 $209K
Bright Financial Advisors, Inc. 0.10% New 578 $208K
Resolute Wealth Strategies, LLC 0.09% New 579 $208K
Webster Bank, N. A. 0.02% Reduce -16.9% 576 $207K
Simplicity Wealth,LLC 0.01% New 576 $207K
Sterling Wealth Management, Inc. 0.06% Reduce -6.5% 574 $207K
Quantbot Technologies LP 0.01% Reduce -74.2% 574 $207K
Global Wealth Management Investment Advisory, Inc. 0.03% Reduce -32.4% 570 $205K
KKM Financial LLC 0.04% New 566 $204K
GR Financial Group, LLC 0.05% New 562 $202K
DUTCH ASSET Corp 0.16% — 561 $202K
Van Hulzen Asset Management, LLC 0.01% New 556 $200K
GeoWealth Management, LLC 0.01% New 551 $199K
LRI Investments, LLC 0.02% Reduce -35.5% 546 $197K
Twin Tree Management, LP 0.02% Reduce -99.4% 540 $194K
Washington Trust Advisors, Inc. 0.01% No change 540 $194K
Elevation Wealth Partners, LLC 0.07% Add +0.4% 533 $192K
HM Payson & Co. 0.00% Reduce -32.5% 520 $187K
Pacific Center for Financial Services 0.05% No change 561 $183K
Horizon Investments, LLC 0.00% Add +84.6% 493 $178K
Capital Investment Advisory Services, LLC 0.01% Add +22.1% 481 $173K
Costello Asset Management, INC 0.06% Reduce -14.5% 465 $167K
Evolution Wealth Management Inc. 0.14% Add +28.2% 464 $167K
Modus Advisors, LLC 0.04% Reduce -30.3% 460 $166K
Montag A & Associates Inc. 0.01% No change 456 $164K
Bartlett & Co. Wealth Management LLC 0.00% Add +41.3% 445 $160K
Monetary Solutions, Ltd 0.16% — 444 $160K
Fairway Wealth LLC 0.04% No change 440 $158K
Oakworth Capital, Inc. 0.01% No change 434 $156K
Friedenthal Financial 0.08% New 414 $149K
Bayban 0.13% — 410 $148K
Pandora Wealth, Inc. 0.09% No change 400 $144K
Kohmann Bosshard Financial Services, LLC 0.01% New 400 $144K
MidFirst Bank 0.01% — 400 $144K
Golden State Wealth Management, LLC 0.01% Add +63.5% 376 $135K
Cary Street Partners Investment Advisory LLC 0.04% Add +69.8% 365 $131K
Global Trust Asset Management, LLC 0.05% No change 355 $128K
Clearstead Advisors, LLC 0.00% Add +84.4% 354 $127K
Cordgrass Capital Advisors, LLC 0.03% No change 350 $126K
Fifth Third Bancorp 0.00% Add +15.7% 347 $125K
RMG Wealth Management LLC 0.02% Reduce -1.9% 309 $124K
First Horizon Corp. 0.01% No change 343 $124K
Signature Resources Capital Management, LLC 0.06% Add +128.0% 342 $123K
Cape Investment Advisory, Inc. 0.04% New 337 $121K
Deutsche Bank AG 0.00% No change 330 $119K
Blue Trust, Inc. 0.00% Reduce -14.7% 330 $119K
Greykasell Wealth Strategies, Inc. 0.05% Add +22.4% 328 $118K
Garner Asset Management Corp 0.04% New 322 $116K
Fairscale Capital, LLC 0.07% Add +0.7% 311 $112K
Root Financial Partners, LLC 0.01% Add +152.9% 306 $110K
Investment Research & Advisory Group, Inc. 0.04% No change 305 $110K
Garton & Associates Financial Advisors LLC 0.06% — 302 $109K
Hilton Head Capital Partners, LLC 0.06% — 298 $107K
Goodman Advisory Group, LLC 0.03% Reduce -21.3% 295 $106K
GPS Wealth Strategies Group, LLC 0.09% Reduce -93.8% 295 $106K
Bessemer Group Inc. 0.00% Reduce -9.0% 293 $106K
Advocate Investing Services LLC 0.09% — 280 $101K
Battery Global Advisors, LLC 0.05% No change 273 $98K
Front Row Advisors LLC 0.03% No change 273 $98K
First Command Advisory Services, Inc. 0.00% Add +15.2% 273 $98K
Robinswood Financial LLC 0.03% Reduce -9.5% 268 $97K
REAP Financial Group, LLC 0.02% New 251 $90K
Kilter Group LLC 0.04% Reduce -12.8% 246 $89K
Powell Investment Advisors, LLC 0.03% Add +35.0% 243 $88K
Archer Investment Corp 0.02% No change 239 $86K
SWAN Capital LLC 0.03% New 236 $85K
Provenance Wealth Advisors, LLC 0.01% Reduce -48.0% 234 $84K
EPG Wealth Management LLC 0.02% No change 232 $84K
Hughes Financial Services, LLC 0.01% No change 228 $82K
Cypress Capital Management LLC (WY) 0.08% Reduce -1.7% 227 $82K
Tucker Asset Management LLC 0.02% Add +155.2% 222 $80K
Reyes Financial Architecture, Inc. 0.05% Reduce -99.0% 221 $80K
Noble Wealth Management PBC 0.04% Add +10.0% 220 $79K
Quattro Advisors LLC 0.06% — 211 $76K
Davis Capital Management 0.05% No change 207 $75K
WealthShield Partners, LLC 0.01% New 201 $72K
UMB Bank, n.a. 0.00% Add +33.3% 200 $72K
Centennial Bank 0.03% No change 200 $72K
LOM Asset Management Ltd 0.02% No change 200 $72K
Addison Advisors LLC 0.02% No change 200 $72K
North Star Investment Management Corp. 0.00% No change 198 $71K
Harbor Asset Planning, Inc. 0.06% No change 194 $70K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +126.8% 186 $67K
Wilmington Savings Fund Society, FSB 0.00% No change 186 $67K
Breakwater Investment Management 0.02% No change 185 $67K
Harbor Investment Advisory, LLC 0.01% Add +308.9% 184 $66K
Pioneer Family Office, LLC 0.04% — 180 $65K
Hollencrest Capital Management 0.00% No change 180 $65K
Anfield Capital Management, LLC 0.02% Reduce -77.6% 173 $62K
Greenline Wealth Management LLC 0.06% — 168 $61K
Bullock Wealth Management Group 0.03% — 167 $60K
SouthState Bank Corp 0.00% No change 161 $58K
Arlington Trust Co LLC 0.01% Reduce -8.6% 160 $58K
HighMark Wealth Management LLC 0.02% Add +0.6% 160 $58K
Smartleaf Asset Management LLC 0.00% Add +207.8% 157 $57K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -3.8% 151 $55K
Hilltop National Bank 0.01% Add +50.0% 150 $54K
Hartford Financial Management Inc. 0.01% No change 137 $49K
Nemes Rush Group LLC 0.00% Reduce -2.9% 132 $48K
Bogart Wealth, LLC 0.00% Add +112.9% 132 $48K
Private Wealth Asset Management, LLC 0.01% No change 130 $47K
Smithfield Trust Co 0.00% Reduce -42.4% 125 $45K
Olistico Wealth, LLC 0.02% New 121 $44K
CENTRAL TRUST Co 0.00% Add +66.7% 120 $43K
Financial Management Professionals, Inc. 0.00% No change 113 $41K
Silicon Valley Capital Partners 0.00% Add +0.9% 113 $41K
Dunhill Financial, LLC 0.01% No change 112 $40K
Jessup Wealth Management, Inc 0.01% New 111 $40K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -20.8% 114 $40K
TD Capital Management LLC 0.00% No change 110 $40K
GAMMA Investing LLC 0.00% No change 108 $39K
Evelyn Partners Asset Management Ltd 0.01% No change 104 $37K
Clark Wealth Partners 0.02% No change 101 $36K
CX Institutional 0.00% No change 101 $36K
Investment Counsel Co. of Nevada 0.08% New 98 $35K
JFS Wealth Advisors, LLC 0.00% No change 95 $34K
Physician Wealth Advisors, Inc. 0.00% No change 94 $34K
Go Invest LLC 0.01% — 91 $33K
Central Pacific Bank - Trust Division 0.00% No change 90 $32K
Trust Co. of Toledo NA 0.00% No change 90 $32K
Luminist Capital LLC 0.04% No change 89 $32K
Realta Investment Advisors 0.01% No change 83 $30K
Crewe Advisors LLC 0.00% Reduce -1.2% 80 $29K
Running Point Capital Advisors, LLC 0.01% No change 80 $29K
Rosenberg Matthew Hamilton 0.01% No change 79 $28K
WealthCollab, LLC 0.01% New 77 $28K
Horizon Financial Services, LLC 0.01% No change 77 $28K
Decker Retirement Planning Inc. 0.01% Reduce -99.4% 75 $27K
FAS Wealth Partners, Inc. 0.00% Reduce -44.4% 75 $27K
Darwin Wealth Management, LLC 0.01% Add +35.2% 73 $26K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 73 $26K
Roxbury Financial LLC 0.02% Reduce -5.2% 73 $26K
Caitlin John, LLC 0.02% Reduce -51.1% 66 $24K
NBT Bank, N.A. 0.00% New 360 $23K
Frazier Financial Advisors, LLC 0.01% Add +700.0% 64 $23K
Ares Financial Consulting, LLC 0.02% — 62 $22K
American National Bank & Trust 0.00% No change 62 $22K
Quest 10 Wealth Builders, Inc. 0.02% No change 60 $22K
Wellington-Altus USA Inc. 0.02% — 60 $22K
Barrett & Company, Inc. 0.01% Reduce -14.3% 60 $22K
Purpose Unlimited Inc. 0.00% — 59 $21K
IFC & Insurance Marketing, Inc. 0.02% — 58 $21K
Obsidian Cio, LLC 0.03% Reduce -92.8% 58 $21K
Transamerica Financial Advisors, LLC 0.00% New 56 $20K
Center for Financial Planning, Inc. 0.00% No change 56 $20K
Sound Income Strategies, LLC 0.00% Reduce -46.1% 49 $20K
Rossby Financial, LCC 0.01% New 52 $19K
BankPlus Trust Department 0.00% No change 52 $19K
JNBA Financial Advisors 0.00% No change 51 $18K
Redwood Family Wealth LLC 0.02% — 50 $18K
Laurel Wealth Advisors LLC 0.00% New 49 $18K
Trust Co. of Vermont 0.00% Reduce -52.0% 49 $18K
Toth Financial Advisory Corp. 0.00% Reduce -26.1% 48 $17K
Westfuller Advisors, LLC 0.01% No change 44 $16K
Bulwark Capital Corp 0.01% No change 43 $16K
DecisionPoint Financial, LLC 0.00% New 38 $14K
Optima Capital LLC 0.01% New 36 $13K
Aspect Partners, LLC 0.01% No change 36 $13K
Wealth Enhancement Trust Services, Inc. 0.00% — 36 $13K
MassMutual Private Wealth & Trust, FSB 0.00% No change 36 $13K
Wolff Wiese Magana LLC 0.01% No change 34 $12K
Gen-Wealth Partners Inc 0.00% New 34 $12K
Tompkins Financial Corp. 0.00% New 33 $12K
Cornerstone National Bank & Trust Co 0.00% No change 32 $12K
SageView Advisory Group, LLC 0.00% New 30 $11K
New England Capital Financial Advisors LLC 0.00% No change 29 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 28 $10K
MPWM Advisory Solutions, LLC 0.01% Add +180.0% 28 $10K
GGM Financial LLC 0.00% New 27 $10K
St Germain D J Co. Inc. 0.00% No change 27 $10K
Whittier Trust Co. 0.00% No change 25 $10K
Keystone Financial Group, Inc. 0.00% New 25 $9K
City State Bank 0.00% No change 25 $9K
MTM Investment Management, LLC 0.00% No change 24 $9K
Maseco LLP 0.00% New 23 $8K
Motiv8 Investments LLC 0.00% New 23 $8K
Albion Financial Group 0.00% No change 20 $7K
MCF Advisors LLC 0.00% New 20 $7K
Scarborough Advisors, LLC 0.00% No change 20 $7K
Gould Capital, LLC 0.00% No change 15 $5K
N.E.W. Advisory Services LLC 0.00% New 15 $5K
Medallion Wealth Advisors, LLC 0.00% No change 14 $5K
SJS Investment Consulting Inc. 0.00% New 14 $5K
Smallwood Wealth Investment Management, LLC 0.00% No change 13 $5K
Lodestone Wealth Management LLC 0.00% New 12 $4K
Essential Partners LLC 0.00% No change 11 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 11 $4K
Collier Financial 0.00% New 11 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 10 $4K
Pittenger & Anderson Inc. 0.00% No change 10 $4K
Berkshire Capital Holdings Inc. 0.00% No change 10 $4K
Financial Consulate, Inc. 0.00% No change 8 $3K
VSM Wealth Advisory, LLC 0.00% No change 8 $3K
Proathlete Wealth Management LLC 0.00% Add +500.0% 6 $2K
Horrell Capital Management, Inc. 0.00% No change 5 $2K
Elevated Capital Advisors, LLC 0.00% New 5 $2K
LM Advisors LLC 0.01% Reduce -59.0% 574 $2K
Atwood & Palmer Inc. 0.00% No change 4 $1K
Fortitude Family Office, LLC 0.00% No change 3 $1K
Bernard Wealth Management Corp. 0.00% No change 2 $721
POM Investment Strategies, LLC 0.00% New 2 $720
Gold Investment Management Ltd. 0.00% No change 2 $720

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