Vaneck Semiconductor ETFSMHETF

13F holders, Q1 2026 (March 31)
1,304holders +95
174new positions
83sold out
9famous investors
$367.85avg. 13F price*

At the end of Q1 2026, 1,304 institutions reported holding Vaneck Semiconductor ETF (SMH) in their 13F filings, up 95 from Q4 2025. 174 opened new positions and 83 sold out. The largest holders were Bank of America Corp. ($4.0B), Morgan Stanley ($2.1B) and LPL Financial LLC ($1.1B). 9 famous investors held it, including Dan Loeb (0.7% of Third Point's portfolio), Leopold Aschenbrenner (0.3% of Situational Awareness's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions174$904.9M
Exits83$330.6M

All 13F filers, Q4 2025 → Q1 2026: 12,265,892 shares bought and 8,401,492 shares sold, net +3,864,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,304 holders

Bank of America Corp. 0.29% Reduce -14.1% 10,459,469 $4.0B
Morgan Stanley 0.13% Add +105.6% 5,462,872 $2.1B
LPL Financial LLC 0.29% Add +4.2% 2,824,700 $1.1B
JPMorgan Chase & Co. 0.04% Add +64.2% 1,819,285 $659.5M
UBS Group AG 0.09% Reduce -11.5% 1,342,701 $514.8M
Menora Mivtachim Holdings LTD. 2.17% Add +132.6% 1,196,360 $458.7M
BNP Paribas Financial Markets 0.29% Add +23.1% 1,132,514 $434.2M
Citigroup Inc. 0.23% Reduce -35.1% 934,355 $358.2M
Wells Fargo & Company 0.07% Add +8.2% 918,973 $352.3M
Meitav Investment House Ltd. 3.81% Add +17.3% 905,426 $347.1M
Migdal Insurance & Financial Holdings Ltd. 2.53% Add +88.5% 760,447 $291.5M
Envestnet Asset Management Inc. 0.08% Add +39.4% 746,218 $286.1M
Goldman Sachs Group Inc. 0.03% Reduce -32.0% 644,796 $247.2M
Raymond James Financial Inc. 0.07% Add +9.5% 620,983 $238.1M
Saudi Central Bank 4.88% No change 602,006 $230.8M
Clal Insurance Enterprises Holdings Ltd 1.32% Add +107.3% 570,000 $218.5M
Royal Bank of Canada 0.04% Reduce -6.0% 556,272 $213.3M
Hel Ved Capital Management Ltd 35.56% New 536,200 $205.6M
Northwestern Mutual Wealth Management Co. 0.13% Reduce -2.3% 535,281 $205.2M
Harel Insurance Investments & Financial Services Ltd. 1.39% Reduce -55.4% 534,268 $204.8M
Cetera Investment Advisers 0.21% Add +3.4% 511,623 $196.2M
Susquehanna International Group, LLP 0.23% Add +187.9% 458,822 $175.9M
RiverFront Investment Group, LLC 2.53% Add +7.0% 427,354 $163.8M
Renaissance Technologies 0.22% New 369,487 $141.7M
Ameriprise Financial Inc. 0.03% Reduce -13.9% 362,136 $138.5M
Squarepoint Ops LLC 0.29% Add +92.1% 351,287 $134.7M
Osaic Holdings, Inc. 0.18% Add +13.1% 318,266 $122.1M
Rockefeller Capital Management L.P. 0.21% Reduce -10.3% 303,533 $116.4M
MML Investors Services, LLC 0.28% Reduce -7.8% 258,729 $99.2M
Mirae Asset Global Investments Co., Ltd. 0.23% Add +548.6% 210,660 $80.8M
D. E. Shaw & Co. 0.06% New 199,461 $76.5M
Howard Capital Management, LLC 1.24% New 197,200 $75.6M
Cambridge Investment Research Advisors, Inc. 0.19% Reduce -7.7% 193,697 $74.3M
Barclays PLC 0.03% Add +30.4% 190,843 $73.2M
Jones Financial Companies LLLP 0.03% Add +23.1% 193,451 $72.4M
Commonwealth Equity Services, LLC 0.10% Reduce -30.3% 187,658 $71.9M
Cornerstone Advisors, LLC 2.50% Add +27.8% 177,495 $68.1M
Marshall Wace, LLP 0.07% New 176,757 $67.8M
Moss Adams Wealth Advisors LLC 4.86% Reduce -2.2% 173,466 $66.5M
Portfolio Strategies, Inc. 7.72% Reduce -21.2% 163,291 $62.6M
Private Advisor Group, LLC 0.29% Add +40.9% 163,100 $62.5M
Prudential PLC 0.45% Add +64.0% 153,470 $58.8M
Kestra Advisory Services, LLC 0.21% Add +82.3% 145,358 $55.7M
Fisher Asset Management 0.02% Reduce -7.5% 144,575 $55.4M
Stifel Financial Corp. 0.05% Add +3.5% 138,216 $53.0M
NewEdge Wealth, LLC 0.55% Reduce -1.6% 120,894 $46.4M
BlackRock, Inc. 0.00% Add +4.4% 119,253 $45.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.86% Add +12.3% 114,041 $43.7M
J.Safra Asset Management Corp 2.35% Add +4.1% 113,602 $43.6M
Mariner, LLC 0.05% Add +3.4% 107,566 $41.2M
Thrivent Financial for Lutherans 0.08% Reduce -5.0% 107,252 $41.1M
Bank of Montreal 0.02% Add +48.6% 102,699 $39.4M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -77.8% 100,000 $38.3M
Janney Montgomery Scott LLC 0.09% Add +9.3% 98,733 $37.9M
Wealthfront Advisers LLC 0.08% Add +4.9% 98,371 $37.7M
Kraft, Davis & Associates, LLC 7.93% Reduce -7.1% 73,667 $37.2M
Miller Investment Management, LP 3.61% Reduce -1.8% 94,907 $36.4M
Simplex Trading, LLC 1.11% Add +20.7% 93,701 $35.9M
Focus Partners Wealth 0.04% Reduce -87.5% 93,437 $35.8M
GM Advisory Group, LLC 1.38% Add +62.3% 93,217 $35.7M
Two Sigma Investments, LP 0.03% Reduce -85.5% 92,301 $35.4M
Bouchey Financial Group, Ltd. 2.58% Add +61.0% 81,823 $35.2M
Jane Street Group, LLC 0.04% New 91,801 $35.2M
Rezny Wealth Management, Inc. 8.05% Reduce -4.5% 91,282 $35.0M
Concurrent Investment Advisors, LLC 0.37% Reduce -6.8% 88,688 $34.0M
Round Rock Advisors LLC 5.09% Reduce -1.7% 86,792 $33.3M
Yarbrough Capital, LLC 1.09% No change 81,148 $31.1M
Summit Financial, LLC 0.40% Add +11.6% 80,906 $31.0M
University of Illinois Foundation 6.15% Add +98.1% 78,244 $30.0M
Assetmark, Inc. 0.06% Add +25.0% 78,087 $29.9M
Lyell Wealth Management, LP 2.19% Add +0.3% 77,905 $29.9M
FMR LLC 0.00% Add +1.1% 77,020 $29.5M
Kozak & Associates, Inc. 5.63% Reduce -1.4% 65,171 $28.9M
Parker Investment Management, LLC 4.38% New 75,165 $28.8M
SG Americas Securities, LLC 0.03% Add +687.4% 70,788 $27.1M
Allianz Asset Management GmbH 0.03% Add +22.1% 70,460 $27.0M
EP Wealth Advisors, LLC 0.13% Add +139.5% 68,353 $26.2M
Pine Ridge Advisers LLC 1.86% Add +0.1% 68,235 $26.2M
NewEdge Advisors, LLC 0.09% Reduce -1.2% 67,884 $26.0M
Navigation Group, LLC 6.05% — 67,411 $25.8M
Great Valley Advisor Group, Inc. 0.45% Add +43.3% 65,128 $25.0M
Horizon Wealth Management, LLC 3.63% Add +58.5% 64,522 $24.7M
CTC LLC 1.98% New 64,420 $24.7M
WESPAC Advisors SoCal, LLC 4.99% Reduce -13.3% 61,157 $23.4M
Agave Capital Management Ltd 3.76% Reduce -8.7% 62,958 $23.4M
Park Avenue Securities LLC 0.18% Add +21.0% 60,517 $23.2M
TD Waterhouse Canada Inc. 0.07% Reduce -6.2% 59,146 $23.2M
Prospera Financial Services Inc 0.37% Add +5.0% 59,880 $23.0M
Independent Financial Group, LLC 0.51% Add +0.2% 58,751 $22.5M
Steward Partners Investment Advisory, LLC 0.11% Add +6.3% 57,672 $22.1M
HighTower Advisors, LLC 0.02% Add +1.7% 57,058 $21.9M
Principle Wealth Partners LLC 1.25% Reduce -3.2% 56,849 $21.8M
United Capital Financial Advisors, LLC 0.13% Reduce -1.4% 55,575 $21.3M
Equitable Holdings, Inc. 0.13% Reduce -14.3% 58,123 $20.9M
Scotia Capital Inc. 0.08% Reduce -9.8% 53,261 $20.4M
Valence8 US LP 7.12% No change 53,133 $20.4M
Tudor Investment Corporation 0.11% Reduce -31.9% 52,927 $20.3M
Mason & Associates Inc 3.93% Add +1.3% 55,784 $20.2M
Rothschild Capital Partners, LLC 4.96% Add +9.8% 52,533 $20.1M
Exchange Traded Concepts, LLC 0.15% New 52,336 $20.1M
Condor Capital Management 1.64% Add +7324.8% 51,157 $19.6M
Jackson Wealth Management, LLC 1.98% Add +30.9% 50,170 $19.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Add +12.0% 50,403 $18.7M
Altfest L J & Co. Inc. 1.98% Reduce -1.9% 48,382 $18.5M
FIL Ltd 0.01% Reduce -70.0% 48,273 $18.5M
Capital Fund Management S.A. 0.17% New 48,075 $18.4M
NFSG Corp 3.02% Reduce -0.8% 47,850 $18.3M
Old Mission Capital LLC 0.43% Reduce -2.6% 47,627 $18.3M
Baird Financial Group, Inc. 0.03% Reduce -12.9% 47,433 $18.2M
Avalon Capital Management 5.05% Reduce -6.6% 46,684 $17.9M
Petredis Investment Advisors LLC 1.45% Add +2.6% 46,188 $17.7M
Creative Planning 0.01% Add +9.8% 45,355 $17.4M
Spider Management Company, LLC 4.93% New 45,099 $17.3M
Sowell Financial Services LLC 0.64% Add +11.6% 45,037 $17.3M
Fifth Third Securities, Inc. 1.11% Reduce -3.8% 44,695 $17.1M
&partners 0.08% Add +0.4% 42,995 $16.5M
Schorn Wealth LLC 4.96% Reduce -1.3% 42,858 $16.4M
Black Swift Group, LLC 2.80% Add +12.4% 41,676 $16.0M
Merit Financial Group, LLC 0.12% Add +1.9% 41,616 $16.0M
Advyzon Investment Management, LLC 1.42% Add +89.3% 41,298 $15.8M
Potomac Fund Management Inc. 0.55% Add +5.8% 41,200 $15.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.12% Add +11.6% 41,131 $15.8M
Third Point 0.74% New 40,000 $15.3M
Blue Zone Wealth Advisors, LLC 3.11% New 39,850 $15.3M
Kingsview Wealth Management, LLC 0.21% Reduce -27.2% 39,662 $15.2M
MMBG Investment Advisors Co. 1.38% Reduce -2.2% 39,263 $15.1M
Truist Financial Corp. 0.02% Add +10.2% 39,232 $15.0M
World Investment Advisors 0.24% Add +1.7% 38,241 $14.7M
Apollon Wealth Management, LLC 0.24% Reduce -20.4% 38,200 $14.6M
TCP Asset Management, LLC 1.88% Add +18.0% 38,195 $14.6M
U.S. Capital Wealth Advisors, LLC 0.36% Add +18.6% 37,697 $14.5M
Diversified Enterprises, LLC 0.79% Reduce -79.0% 37,452 $14.4M
Cibc World Market Inc. 0.03% Reduce -9.2% 37,428 $14.3M
Edmond DE Rothschild Holding S.A. 0.21% Reduce -0.1% 37,426 $14.3M
Level Four Advisory Services, LLC 0.47% Add +5.0% 37,408 $14.3M
Woodline Partners LP 0.05% Reduce -8.7% 37,223 $14.3M
Sanctuary Advisors, LLC 0.08% Add +4.5% 36,770 $14.1M
RWQ Financial Management Services, Inc. 9.18% Reduce -44.5% 36,740 $14.1M
Plotkin Financial Advisors, LLC 7.02% Reduce -0.3% 36,448 $14.0M
Nan Shan Life Insurance Co., Ltd. 0.51% New 36,387 $14.0M
Ring Mountain Capital, LLC 7.60% Add +3.4% 36,221 $13.9M
Joseph P. Lucia & Associates, LLC 4.93% Reduce -1.7% 35,988 $13.8M
Richmond Investment Services, LLC 2.21% Add +99.7% 35,580 $13.6M
Y.D. More Investments Ltd 0.53% Add +78.9% 35,446 $13.6M
J.W. Cole Advisors, Inc. 0.45% Add +7.0% 34,927 $13.4M
Mfa Wealth Advisors, LLC 2.61% Reduce -2.7% 34,583 $13.3M
SBI Securities Co., Ltd. 0.36% Add +1.9% 33,920 $13.0M
Ausdal Financial Partners, Inc. 0.56% Add +25.0% 32,902 $12.6M
Waterloo Capital, L.P. 0.88% Add +68.8% 32,797 $12.6M
Penobscot Investment Management Company, Inc. 0.97% Add +4.7% 32,269 $12.4M
AE Wealth Management LLC 0.07% Add +40.1% 31,848 $12.2M
Harbour Investments, Inc. 0.19% Reduce -52.6% 31,547 $12.1M
DV Trading LLC 1.07% Add +437.8% 30,781 $11.8M
Cavalier Investments, LLC 3.02% Reduce -16.7% 30,595 $11.7M
Atria Investments, Inc 0.13% Add +43.4% 30,241 $11.6M
Integrated Wealth Concepts LLC 0.09% Add +41.9% 30,236 $11.6M
XTX Topco Ltd 0.20% Add +679.9% 29,527 $11.3M
Ferguson Wellman Capital Management, Inc. 0.15% Reduce -1.1% 29,507 $11.3M
Principal Securities, Inc. 0.16% Reduce -12.0% 29,194 $11.2M
RH Tailwind Management, LLC 5.75% Add +26.1% 29,000 $11.1M
B. Riley Wealth Advisors, Inc. 0.72% Add +60.5% 30,619 $11.1M
Diversify Wealth Management, LLC 0.20% New 22,207 $11.1M
Avior Wealth Management, LLC 0.31% Add +606.2% 28,741 $11.0M
Concentrum Wealth Management 3.24% Reduce -0.8% 28,657 $11.0M
Mercer Global Advisors Inc. 0.02% Add +12.6% 28,460 $10.9M
Mutual Advisors, LLC 0.23% Reduce -17.9% 28,356 $10.9M
Kwmg, LLC 0.91% Reduce -0.8% 28,350 $10.9M
Oasis Advisors, LLC 2.09% Add +6893.5% 2,143,356 $10.6M
O'Connor Alternative Investments LLC 0.60% — 27,500 $10.5M
Situational Awareness 0.27% New 26,950 $10.3M
Measured Wealth Private Client Group, LLC 2.82% Add +2.1% 26,937 $10.3M
Independent Advisor Alliance 0.11% Add +422.8% 26,837 $10.3M
Cornerstone Wealth Management, LLC 0.51% Add +5.5% 26,713 $10.2M
Kestra Private Wealth Services, LLC 0.12% Add +11.7% 26,393 $10.1M
Snowden Capital Advisors LLC 0.27% Reduce -0.3% 26,372 $10.1M
Phoenix Financial Ltd. 0.09% Reduce -27.3% 26,023 $10.0M
Csenge Advisory Group 0.46% Reduce -28.0% 26,008 $10.0M
Perkins Coie Trust Co 1.91% Add +2.2% 25,870 $9.9M
Lido Advisors, LLC 0.04% Reduce -54.5% 25,815 $9.9M
Wealthcare Advisory Partners LLC 0.19% Reduce -9.0% 25,605 $9.8M
Cresset Asset Management, LLC 0.04% Add +1.3% 25,505 $9.8M
Beacon Pointe Advisors, LLC 0.05% Add +48.8% 25,478 $9.8M
Rye Brook Capital LLC 8.93% Reduce -24.7% 25,250 $9.7M
Woodmont Investment Counsel LLC 0.60% Reduce -0.1% 25,250 $9.7M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.22% New 25,200 $9.7M
Waverly Advisors, LLC 0.07% Add +6.2% 25,199 $9.7M
IAM Advisory, LLC 2.16% Reduce -7.4% 25,145 $9.6M
Nwam LLC 0.55% Reduce -2.5% 25,084 $9.6M
Bank of Nova Scotia 0.02% Reduce -95.5% 25,022 $9.6M
Caption Management, LLC 0.47% New 24,820 $9.5M
Strategic Wealth Partners, Ltd. 0.65% Add +5.8% 24,554 $9.4M
Quantinno Capital Management LP 0.02% Add +7.9% 24,461 $9.4M
Tamar Securities, LLC 1.00% Reduce -21.8% 24,416 $9.4M
Sigma Planning Corp 0.26% Add +10.3% 24,404 $9.4M
Retirement Management Systems Inc. 2.24% Add +1.8% 24,284 $9.3M
Consolidated Portfolio Review Corp 0.85% Add +0.3% 24,265 $9.3M
Van Eck Associates Corp. 0.01% Add +51.0% 24,038 $9.2M
AJ Advisors, LLC 3.41% Reduce -2.6% 23,972 $9.2M
URS Advisory LLC 6.69% Add +2.4% 23,856 $9.1M
Advisory Services Network, LLC 0.12% Reduce -3.2% 23,646 $9.1M
Guardian Capital, LLC 8.61% Add +99.0% 23,481 $9.0M
WT Wealth Management 2.67% Add +1.1% 23,391 $9.0M
Blair William & Co. 0.03% Reduce -4.0% 22,924 $8.8M
Balyasny Asset Management L.P. 0.02% Reduce -95.4% 22,731 $8.7M
Kickstand Ventures, Llc. 1.83% Reduce -1.3% 22,672 $8.7M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -37.0% 22,092 $8.7M
KCM Investment Advisors LLC 0.29% Add +8.4% 22,459 $8.6M
Stratos Wealth Partners, LTD. 0.10% Reduce -11.3% 22,363 $8.6M
D.A. Davidson & Co. 0.05% Add +1.7% 21,854 $8.4M
IHT Wealth Management, LLC 0.19% Reduce -2.8% 21,763 $8.3M
Galvin, Gaustad & Stein, LLC 0.66% Add +8.9% 21,197 $8.1M
Madrona Financial Services, LLC 1.76% Reduce -20.2% 20,958 $8.0M
Spire Wealth Management 0.27% Add +6.7% 20,885 $8.0M
HBW Advisory Services LLC 0.84% Add +16.4% 20,715 $7.9M
PFG Advisors 0.38% Reduce -2.8% 20,360 $7.8M
Federation des caisses Desjardins du Quebec 0.03% Add +23.0% 20,314 $7.8M
Hudock, Inc. 1.14% Reduce -21.9% 20,278 $7.8M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -11.9% 20,276 $7.8M
Brevan Howard Capital Management LP 0.08% Add +193.7% 20,100 $7.7M
Lotus Technology Management, LP 28.42% New 20,041 $7.7M
CreativeOne Wealth, LLC 0.18% Reduce -47.5% 19,949 $7.6M
Cooper Capital Advisors LLC 5.29% Add +1.7% 19,736 $7.6M
StoneCrest Wealth Management, Inc. 3.20% Reduce -2.1% 19,717 $7.6M
Crown Wealth Group, LLC 2.18% Add +5.6% 19,340 $7.4M
AQR Capital Management 0.00% Add +85.4% 20,237 $7.3M
Financial Freedom, LLC 3.65% Reduce -0.5% 19,107 $7.3M
Ayalon Insurance Comp Ltd. 1.49% Add +2.7% 19,001 $7.3M
Pachira Investments Inc. 3.36% Add +28.7% 18,769 $7.2M
Money Concepts Capital Corp. 0.40% Add +1.3% 18,705 $7.2M
Aragon Global Management, LP 4.98% No change 18,600 $7.1M
FRG Family Wealth Advisors LLC 1.16% Add +7.8% 18,529 $7.1M
Legacy Financial Strategies, LLC 1.28% Add +6.3% 18,476 $7.1M
Lowery Thomas, LLC 3.97% Add +0.8% 18,144 $6.9M
Itau Unibanco Holding S.A. 0.17% New 18,086 $6.9M
Means Investment Co., Inc. 0.60% Add +5.4% 17,977 $6.9M
Western Wealth Management, LLC 0.25% Add +26.6% 17,376 $6.7M
Center for Wealth Management Advisory 4.72% Add +0.0% 17,110 $6.6M
HSBC Holdings PLC 0.00% Add +61.9% 17,092 $6.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.78% Add +0.4% 16,567 $6.4M
VestGen Advisors, LLC 0.18% Add +7.1% 11,299 $6.3M
Vontobel Holding Ltd. 0.02% Add +14.7% 16,480 $6.3M
Parallel Advisors, LLC 0.11% Add +6.9% 16,318 $6.3M
Quantitative Investment Management, LLC 0.65% New 16,290 $6.2M
Wealth Quarterback LLC 2.45% Reduce -18.3% 16,208 $6.2M
Bay Rivers Group 2.55% Reduce -13.0% 15,981 $6.1M
Wedbush Securities Inc. 0.18% Reduce -2.8% 15,939 $6.1M
Credit Industriel Et Commercial 1.06% Reduce -13.7% 15,769 $6.0M
Milestones Private Investment Advisors LLC 5.26% Add +3.4% 15,569 $6.0M
Adapt Wealth Advisors, LLC 2.12% Reduce -10.9% 15,272 $5.9M
Jefferies Financial Group Inc. 0.07% Add +56.1% 15,189 $5.8M
Power Alpha Investment Ltd 0.66% No change 15,000 $5.8M
Dymon Asia Capital (singapore) Pte. LTD. 1.26% Add +4.1% 14,916 $5.7M
Larson Financial Group LLC 0.18% Add +1.7% 14,903 $5.7M
Farther Finance Advisors, LLC 0.05% Add +9.4% 14,506 $5.7M
Hall Capital Management Co. Inc. 2.03% Reduce -14.6% 11,207 $5.7M
NTV Asset Management LLC 0.62% Add +2.0% 14,724 $5.6M
Peapack Gladstone Financial Corp. 0.07% Add +3.2% 14,651 $5.6M
Ameritas Advisory Services, LLC 0.21% Reduce -9.5% 14,265 $5.5M
ARS Investment Partners, LLC 0.28% Add +18.0% 14,234 $5.5M
Westwood Wealth Management 2.11% New 14,025 $5.4M
TruWealth Advisors, LLC 0.26% Add +0.5% 13,942 $5.3M
Pennsylvania Capital Management Inc. 1.53% Add +1.2% 13,902 $5.3M
Pinnacle Associates Ltd. 0.07% Add +4.8% 13,816 $5.3M
Castle Rock Wealth Management, LLC 1.14% Add +0.7% 13,408 $5.3M
Destination Wealth Management 0.14% Add +2.9% 13,698 $5.3M
Sig Brokerage, LP 1.48% Add +17.3% 13,652 $5.2M
Sbe LLC Dba Cedar Cove Wealth Partners 2.74% Reduce -11.2% 13,606 $5.2M
Belpointe Asset Management LLC 0.19% Reduce -32.5% 13,370 $5.1M
Centaurus Financial, Inc. 0.24% Reduce -8.3% 13,301 $5.1M
Oppenheimer & Co. Inc. 0.06% Reduce -12.4% 13,268 $5.1M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 9.40% Add +88.0% 13,203 $5.1M
One Capital Management, LLC 0.14% Add +18.9% 13,123 $5.0M
Moneco Advisors, LLC 0.39% Add +8.5% 13,015 $5.0M
Aft, Forsyth & Sober, LLC 1.52% No change 13,000 $5.0M
PNC Financial Services Group, Inc. 0.00% Add +21.2% 12,982 $5.0M
Kaizen Financial Strategies 2.10% Add +14.5% 10,910 $5.0M
Cerity Partners LLC 0.01% Add +30.7% 12,915 $5.0M
Founders Financial Securities LLC 0.28% Add +232.2% 11,420 $4.9M
Ashton Thomas Private Wealth, LLC 0.12% Add +0.8% 12,737 $4.9M
Odyssey Capital Advisors, Inc. 4.35% Add +2.9% 12,663 $4.9M
Meridian Wealth Management, LLC 0.17% Add +5.5% 12,620 $4.8M
Wellington Shields Capital Management, LLC 0.72% Reduce -4.4% 12,520 $4.8M
Kingswood Wealth Advisors, LLC 0.23% Add +2.0% 12,491 $4.8M
Brookstone Capital Management 0.05% Reduce -5.8% 12,468 $4.8M
Schonfeld Strategic Advisors LLC 0.04% New 12,447 $4.8M
Nikulski Financial, Inc. 1.17% Add +3.2% 12,404 $4.8M
Mizuho Markets Americas LLC 0.13% New 12,300 $4.7M
PCG Wealth Advisors, LLC 1.19% Add +8.4% 12,260 $4.7M
Urban Wealth Management, LLC 4.69% Reduce -5.4% 11,954 $4.6M
Alexis Investment Partners, LLC 3.14% Reduce -1.3% 12,589 $4.6M
Mgo One Seven LLC 0.09% Add +60.3% 11,857 $4.5M
Fifth Third Bancorp 0.01% Add +3245.2% 11,608 $4.5M
Cwm, LLC 0.01% Reduce -1.3% 11,543 $4.4M
Quattro Financial Advisors LLC 1.33% Add +9.3% 11,421 $4.4M
Sims Investment Management, LLC 1.59% Reduce -5.7% 11,306 $4.3M
Westside Investment Management, Inc. 0.66% Add +8.3% 11,254 $4.3M
Krilogy Financial LLC 0.14% Reduce -18.4% 9,458 $4.3M
Clear Creek Financial Management, LLC 0.32% Add +281.8% 11,044 $4.2M
5th Street Advisors, LLC 1.83% Reduce -2.2% 11,006 $4.2M
SCS Capital Management LLC 0.04% Reduce -29.0% 11,000 $4.2M
Bluesphere Advisors LLC 1.48% Add +52.2% 10,891 $4.2M
Absolute Capital Management, LLC 1.38% Reduce -76.9% 10,831 $4.2M
Telos Capital Management, Inc. 0.40% Reduce -0.4% 10,787 $4.1M
Perigon Wealth Management, LLC 0.07% Reduce -0.3% 10,764 $4.1M
NWF Advisory Services Inc. 0.46% Add +9.1% 10,719 $4.1M
Apollon Financial, LLC 0.57% Add +10.7% 10,660 $4.1M
Kovack Advisors, Inc. 0.22% Reduce -4.3% 9,878 $4.1M
HBK Sorce Advisory LLC 0.08% Reduce -0.1% 7,171 $4.1M
Orleans Capital Management Corp. 2.75% Reduce -14.2% 10,591 $4.1M
National Bank of Canada 0.00% Reduce -0.1% 10,563 $4.0M
Sacks & Associates, LLC 2.97% Reduce -4.3% 10,414 $4.0M
Fort Baker Capital Management LP 0.42% New 10,409 $4.0M
MADDEN SECURITIES Corp 1.20% Reduce -4.6% 10,387 $4.0M
PFG Investments, LLC 0.18% Add +33.4% 10,292 $3.9M
Provident Co of the Employees of the Hebrew University LTD 6.22% New 10,285 $3.9M
Cassady Wealth & Retirement Planning, LLC 2.04% Add +18.8% 7,760 $3.9M
IFP Advisors, Inc 0.08% Reduce -4.9% 10,249 $3.9M
Traynor Capital Management, Inc. 0.23% Add +0.1% 10,792 $3.9M
Foundations Investment Advisors, LLC 0.05% Add +14.1% 10,180 $3.9M
BLVD Private Wealth, LLC 3.34% Reduce -17.1% 10,038 $3.8M
Peak Planning Group, LLC 1.07% Add +20.2% 10,037 $3.8M
Valley National Advisers Inc. 0.50% Add +3.6% 10,028 $3.8M
Evergreen Quality Fund GP, Ltd. 0.09% New 10,000 $3.8M
TD Private Client Wealth LLC 0.08% Add +32.7% 9,981 $3.8M
Kera Capital Partners, Inc. 0.47% Add +1.1% 9,959 $3.8M
Estate Planners Group, LLC 1.83% Add +4.5% 9,928 $3.8M
Integrity Alliance, Llc. 0.14% Reduce -0.8% 9,902 $3.8M
PW Nova Financial Services LLC 1.02% Add +0.3% 9,763 $3.7M
Sage Mountain Advisors LLC 0.26% No change 9,739 $3.7M
Toronto Dominion Bank 0.01% Add +478.4% 9,705 $3.7M
Allspring Global Investments Holdings, LLC 0.01% Add +11.1% 9,458 $3.7M
Ciovacco Capital Management LLC 2.14% Add +2.0% 9,568 $3.7M
Nomura Asset Management Co. Ltd. 0.01% Add +93.8% 9,566 $3.7M
Northern Trust Corp. 0.00% Add +11.3% 9,556 $3.7M
Cornerstone Enterprises, LLC 1.81% Add +1012.2% 9,509 $3.6M
Dakota Wealth Management 0.08% Add +130.8% 9,457 $3.6M
Hutchens & Kramer Investment Management Group, LLC 1.14% Add +522.6% 9,439 $3.6M
Insigneo Advisory Services, LLC 0.26% Add +8.1% 9,409 $3.6M
Stephens Inc. 0.04% Reduce -29.1% 9,323 $3.6M
Claro Advisors Inc. 0.42% Add +2.2% 9,139 $3.5M
Altura Wealth Advisors Inc. 1.51% Add +1094.0% 9,015 $3.5M
Mezzasalma Advisors, LLC 0.88% Add +4.3% 15,813 $3.4M
International Assets Investment Management, LLC 0.24% Reduce -27.7% 8,714 $3.4M
Graham Capital Management, L.P. 0.15% Reduce -18.5% 8,800 $3.4M
Flagship Harbor Advisors, LLC 0.15% Reduce -11.3% 8,765 $3.4M
Calton & Associates, Inc. 0.48% Reduce -6.2% 8,745 $3.4M
WealthBridge Investment Counsel Inc. 1.02% No change 8,675 $3.3M
Three Magnolias Financial Advisors, LLC 2.12% Add +2.1% 8,674 $3.3M
Snider Financial Group 1.00% Reduce -4.1% 8,640 $3.3M
Delta Financial Advisors LLC 0.86% No change 8,603 $3.3M
Arcataur Capital Management LLC 0.91% Add +1.7% 8,548 $3.3M
Fortis Group Advisors, LLC 0.54% Add +167.5% 6,423 $3.3M
Arkadios Wealth Advisors 0.05% Reduce -2.9% 8,415 $3.2M
Ieq Capital, LLC 0.01% Add +64.6% 8,224 $3.2M
Garden State Investment Advisory Services LLC 0.75% Reduce -2.0% 8,221 $3.2M
Titiun Yejiel 3.19% No change 8,214 $3.1M
Game Plan Financial Advisors, LLC 1.46% Add +116.6% 8,184 $3.1M
Future Financial Wealth Managment LLC 2.02% Add +1.6% 6,921 $3.1M
Gotham Asset Management 0.01% Add +67.2% 8,152 $3.1M
Maridea Wealth Management LLC 0.46% Reduce -14.8% 8,146 $3.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -84.5% 8,145 $3.1M
Allworth Financial LP 0.01% Add +38.0% 8,129 $3.1M
SeaCrest Wealth Management, LLC 0.33% Add +3.8% 8,002 $3.1M
Symphony Financial Services, Inc. 1.57% Add +2.8% 7,963 $3.1M
AlTi Global, Inc. 0.07% Add +266.9% 7,951 $3.0M
CoreCap Advisors, LLC 0.10% Reduce -11.5% 7,945 $3.0M
McGuire Investment Group, LLC 0.34% Reduce -34.4% 7,929 $3.0M
Surience Private Wealth LLC 3.22% Add +1174.9% 7,815 $3.0M
StoneX Group Inc. 0.16% Add +4.4% 7,696 $2.9M
Ascentis Independent Advisors 0.22% Add +97.3% 7,634 $2.9M
Paragon Advisors, LLC 0.79% Reduce -16.5% 7,601 $2.9M
Sovran Advisors, LLC 0.23% Add +34.5% 5,723 $2.9M
Accurate Wealth Management, LLC 0.35% Add +22.7% 6,639 $2.9M
Florida Financial Advisors, LLC 0.69% Add +3.6% 7,528 $2.9M
Leeward Financial Partners, LLC 0.86% Add +470.1% 7,508 $2.9M
Choreo, LLC 0.04% Reduce -6.3% 7,501 $2.9M
BlueCrest Capital Management Ltd 0.39% New 7,500 $2.9M
Bramshill Investments, LLC 0.25% Add +87.5% 7,500 $2.9M
Delos Wealth Advisors, LLC 1.63% Add +1.7% 7,441 $2.9M
Ignite Planners, LLC 0.44% Add +0.6% 7,404 $2.8M
Concord Wealth Partners 0.36% Reduce -6.6% 7,244 $2.8M
GC Wealth Management RIA, LLC 0.11% Add +11.2% 7,236 $2.8M
Vision Retirement, LLC 0.79% Add +16.2% 7,227 $2.8M
Robertson Stephens Wealth Management, LLC 0.08% Reduce -22.6% 7,226 $2.8M
Tactive Advisors, LLC 0.77% Add +6.0% 7,145 $2.7M
HB Wealth Management, LLC 0.02% Add +5.8% 7,081 $2.7M
Envision Financial Transparency, LLC 2.64% — 7,081 $2.7M
Schear Investment Advisers, LLC 1.19% No change 7,027 $2.7M
Concord Asset Management, LLC 0.46% Reduce -8.6% 7,025 $2.7M
CMT Capital Markets Trading GmbH 1.24% New 7,006 $2.7M
Great Diamond Partners, LLC 0.51% New 6,961 $2.7M
Regal Investment Advisors LLC 0.15% Add +2.1% 6,902 $2.6M
NorthRock Partners, LLC 0.04% Add +276.6% 6,889 $2.6M
Tsfg, LLC 0.40% No change 6,822 $2.6M
Captrust Financial Advisors 0.00% Add +34.0% 6,813 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +69.3% 6,783 $2.6M
Joel Isaacson & Co., LLC 0.09% Add +0.1% 6,757 $2.6M
Thoroughbred Financial Services, LLC 0.15% Add +1.2% 6,725 $2.6M
Heritage Oak Wealth Advisors LLC 0.81% Add +16.3% 6,643 $2.5M
Beaumont Financial Advisors, LLC 0.17% No change 6,630 $2.5M
MAI Capital Management 0.01% Reduce -5.3% 6,515 $2.5M
Klingenstein Fields & Co. LP 0.10% No change 6,486 $2.5M
Chemung Canal Trust Co. 0.50% Add +2.8% 6,416 $2.5M
Dumont & Blake Investment Advisors LLC 0.61% Reduce -2.7% 6,391 $2.5M
Asset One Wealth Management LLC 0.27% Add +6.7% 5,259 $2.4M
Advisors Management Group Inc. 0.45% Add +1.0% 6,369 $2.4M
Mascagni Wealth Management, Inc. 1.74% Add +2.4% 6,354 $2.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -18.6% 6,336 $2.4M
Capital Markets Trading UK LLP 2.17% Add +935.6% 6,307 $2.4M
Guggenheim Capital LLC 0.02% Add +35.8% 6,293 $2.4M
Wbi Investments, LLC 0.67% Reduce -20.8% 6,288 $2.4M
Millington Securities, LLC 0.67% — 6,288 $2.4M
Flagstar Securities, Inc. 0.86% Add +4.6% 6,181 $2.4M
Gerber Kawasaki Wealth & Investment Management 0.07% Reduce -4.5% 6,139 $2.4M
Wealthspire Advisors, LLC 0.02% Add +10.4% 6,122 $2.3M
Shay Capital LLC 0.33% Reduce -24.4% 6,110 $2.3M
Hanseatic Management Services Inc. 2.20% — 5,990 $2.3M
Foguth Wealth Management, LLC. 0.27% Reduce -12.3% 3,811 $2.3M
SteelPeak Wealth, LLC 0.07% Reduce -19.2% 5,926 $2.3M
SFI Advisors, LLC 2.38% Reduce -61.8% 5,906 $2.3M
Piscataqua Savings Bank 1.57% Add +0.4% 5,835 $2.2M
Calamos Wealth Management LLC 0.08% Add +8.6% 5,799 $2.2M
Calamos Advisors LLC 0.01% New 5,799 $2.2M
Wisconsin Wealth Advisors, LLC 2.17% Add +1.2% 5,758 $2.2M
Providence First Trust Co 0.78% Add +11.3% 5,751 $2.2M
Private Trust Co. NA 0.20% Add +4.2% 5,737 $2.2M
Gateway Wealth Partners, LLC 0.09% Add +99.5% 5,727 $2.2M
Bright Futures Wealth Management, LLC. 1.50% Add +1.3% 5,703 $2.2M
Able Wealth Management LLC 0.58% Reduce -44.7% 5,699 $2.2M
Trademark Financial Management, LLC 1.07% Add +220.1% 5,678 $2.2M
Magnus Financial Group LLC 0.18% Add +0.3% 5,660 $2.2M
Fortis Capital Management LLC 0.29% Add +148.7% 5,652 $2.2M
Ritholtz Wealth Management 0.04% Add +10.7% 5,626 $2.2M
Cannon Advisors, Inc. 1.60% Reduce -45.2% 5,611 $2.2M
JB Capital LLC 0.09% Add +99.2% 5,602 $2.1M
Cornerstone Select Advisors, LLC 1.34% New 5,576 $2.1M
Berbice Capital Management LLC 1.40% Add +103.5% 5,574 $2.1M
Verition Fund Management LLC 0.02% Reduce -79.6% 5,540 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +19.0% 5,487 $2.1M
OpenArc Corporate Advisory, LLC 0.03% Reduce -0.2% 5,381 $2.1M
Pinnacle Financial Partners, Inc. 0.02% Add +14.9% 5,369 $2.1M
Composition Wealth, LLC 0.03% Add +1.0% 5,351 $2.1M
Kintra Wealth, LLC 0.14% Add +16.9% 5,317 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +389.1% 5,316 $2.0M
Corient Private Wealth LP 0.00% Reduce -3.8% 6,518 $2.0M
Grantvest Financial Group LLC 1.30% Reduce -1.5% 5,249 $2.0M
Carnegie Investment Counsel 0.04% Reduce -23.0% 5,243 $2.0M
Vestmark Advisory Solutions, Inc. 0.02% Add +80.8% 5,235 $2.0M
Liberty Square Wealth Partners LLC 0.55% Add +10.3% 5,099 $2.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Reduce -21.9% 5,035 $1.9M
Dearborn Partners LLC 0.10% No change 5,034 $1.9M
Carmel Capital Management L.L.C. 0.54% Reduce -2.5% 4,937 $1.9M
Capstone Investment Advisors, LLC 0.02% New 4,880 $1.9M
Aptus Capital Advisors, LLC 0.02% Add +4.8% 4,860 $1.9M
New Insight Wealth Advisors 0.67% Reduce -0.4% 4,854 $1.9M
Payne Capital LLC 1.71% New 4,846 $1.9M
Osbon Capital Management LLC 1.51% Reduce -11.2% 4,838 $1.9M
Badgley Phelps Wealth Managers, LLC 0.04% No change 4,813 $1.8M
First Heartland Consultants, Inc. 0.14% Add +6.2% 4,776 $1.8M
Evolution Wealth Advisors, LLC 0.19% Reduce -5.2% 4,744 $1.8M
Wedmont Private Capital 0.06% Reduce -6.9% 4,282 $1.8M
Avidian Wealth Enterprises, LLC 0.06% Reduce -0.4% 4,720 $1.8M
Empowered Funds, LLC 0.01% Reduce -12.2% 4,697 $1.8M
Signal Advisors Wealth, LLC 0.12% Reduce -23.2% 4,690 $1.8M
Accel Wealth Management 0.46% Add +25.4% 4,645 $1.8M
Keystone Global Partners, LLC 0.79% Add +19.0% 4,632 $1.8M
Ascent Advisors, LLC 3.25% — 4,620 $1.8M
Founders Financial Alliance, LLC 0.32% Add +1.6% 4,603 $1.8M
Advisor OS, LLC 0.13% Add +95.6% 4,590 $1.8M
Darden Wealth Group Inc 0.90% Add +3.9% 4,575 $1.8M
Box Hill Private Wealth LLC 1.73% Add +14.6% 4,568 $1.8M
Greenwood Gearhart LLC 0.09% Reduce -22.1% 4,531 $1.7M
Banco BTG Pactual S.A. 0.34% New 4,529 $1.7M
Point72 Asset Management 0.00% Reduce -76.3% 4,498 $1.7M
Perennial Investment Advisors, LLC 0.13% Add +7.0% 4,390 $1.7M
Clarus Wealth Advisors 0.72% Reduce -9.4% 4,198 $1.7M
Moneta Group Investment Advisors LLC 0.01% Add +1.7% 4,366 $1.7M
Rwa Wealth Partners, LLC 0.02% Add +27.1% 4,355 $1.7M
Carter Financial Group, INC. 1.03% Add +0.7% 4,341 $1.7M
Signature Estate & Investment Advisors LLC 0.03% Add +3.4% 4,307 $1.7M
Brighton Jones LLC 0.04% New 4,291 $1.6M
Unique Wealth, LLC 0.23% Add +5.6% 4,272 $1.6M
Inspire Advisors, LLC 0.13% Reduce -0.8% 4,256 $1.6M
Sfmg, LLC 0.11% No change 4,255 $1.6M
Adirondack Trust Co. 0.55% Add +0.9% 4,237 $1.6M
Silverlake Wealth Management LLC 0.34% Add +4.1% 4,208 $1.6M
Retirement Income Solutions, Inc. 0.27% No change 4,181 $1.6M
Tennessee Valley Asset Management Partners 0.21% Add +26.2% 4,178 $1.6M
Apriem Advisors 0.15% No change 4,167 $1.6M
Fox Hill Wealth Management 0.77% Reduce -0.2% 4,156 $1.6M
HighPoint Advisor Group LLC 0.07% Add +4.7% 4,129 $1.6M
Kesler, Norman & Wride, LLC 0.27% Reduce -0.6% 4,123 $1.6M
Cheviot Value Management, LLC 0.16% No change 4,100 $1.6M
Flow Traders U.S. LLC 0.05% Reduce -46.1% 4,096 $1.6M
Copia Wealth Management 1.07% Reduce -20.3% 4,065 $1.6M
Acorn Creek Capital LLC 0.55% Reduce -5.0% 4,031 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +0.8% 3,981 $1.5M
Regency Capital Management Inc.\DE 0.68% Reduce -12.1% 3,980 $1.5M
Capstone Wealth Management Group, LLC 0.64% New 3,973 $1.5M
American Institute for Advanced Investment Management, LLP 0.99% Reduce -1.9% 3,972 $1.5M
VectorGlobal IAG, Inc. 0.39% — 3,954 $1.5M
Gladstone Institutional Advisory LLC 0.06% Add +16.8% 3,951 $1.5M
SWS Partners 0.37% Reduce -2.7% 3,943 $1.5M
Sterling Investment Advisors, Ltd. 0.27% Reduce -7.1% 3,941 $1.5M
GTS Securities LLC 0.05% Reduce -81.0% 3,927 $1.5M
B.O.S.S. Retirement Advisors, LLC 0.46% Reduce -8.0% 3,916 $1.5M
Burke & Herbert Bank & Trust Co. 0.41% Reduce -0.2% 3,889 $1.5M
Focus Partners Advisor Solutions, LLC 0.01% Add +81.3% 3,869 $1.5M
Maripau Wealth Management LLC 0.65% Add +1.6% 3,867 $1.5M
Marex Group Ltd 0.02% New 3,817 $1.5M
Inscription Capital, LLC 0.15% No change 3,806 $1.5M
US Bancorp \de 0.00% Reduce -26.1% 3,801 $1.5M
Global Financial Private Client, LLC 0.48% Reduce -0.4% 3,794 $1.5M
Titleist Asset Management, LLC 0.11% Add +17.5% 3,771 $1.4M
Comprehensive Financial Planning, Inc. 0.98% Add +19.2% 3,707 $1.4M
Roof Eidam Maycock Peralta, LLC 0.32% No change 3,682 $1.4M
Trilogy Capital Inc. 0.06% No change 3,673 $1.4M
Apex Wealth Management, LLC 0.97% Reduce -28.9% 3,669 $1.4M
Moulton Wealth Management, Inc. 0.96% Reduce -51.6% 3,607 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +22.8% 3,664 $1.4M
Kirtland Hills Capital Management, LLC 0.45% Add +241.3% 2,942 $1.4M
Blue Fin Capital, Inc. 0.23% Add +440.9% 3,651 $1.4M
Denver Wealth Management, Inc. 0.48% Add +11.8% 3,642 $1.4M
Sovereign Financial Group, Inc. 0.24% Reduce -1.2% 3,638 $1.4M
WealthBridge Capital Management, LLC 0.32% New 3,634 $1.4M
Jackson Hole Capital Partners, LLC 0.23% No change 3,613 $1.4M
Virtue Capital Management, LLC 0.21% Reduce -11.1% 3,816 $1.4M
Seaview Investment Managers LLC 0.50% Add +6.5% 3,588 $1.4M
Curran Financial Partners, LLC 0.24% Add +19.4% 3,542 $1.4M
Harbour Wealth Management Group, Inc. 1.02% Reduce -23.9% 3,534 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% New 3,500 $1.3M
HUB Investment Partners, LLC 0.03% Add +9.8% 3,484 $1.3M
Element Wealth, LLC 0.55% Add +59.4% 3,481 $1.3M
Smith, Moore & Co. 0.10% No change 3,467 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +1.5% 3,451 $1.3M
OneDigital Investment Advisors LLC 0.01% Add +1.7% 3,450 $1.3M
Forefront Wealth Partners, LLC 0.55% Reduce -3.5% 3,449 $1.3M
Pines Wealth Management, LLC 0.43% Reduce -8.5% 3,443 $1.3M
Summit Trail Advisors, LLC 0.02% Add +14.1% 3,432 $1.3M
Sawgrass Asset Management LLC 0.20% No change 3,400 $1.3M
PGIM Custom Harvest LLC 0.02% Reduce -19.4% 3,399 $1.3M
Keating Financial Advisory Services, Inc. 0.21% Reduce -13.7% 3,381 $1.3M
Cambridge Advisors Inc. 0.25% No change 3,332 $1.3M
Advisory Alpha, LLC 0.03% Add +14.4% 3,327 $1.3M
Eagle Capital Management, LLC 0.50% Reduce -1.9% 3,324 $1.3M
Iron Gate Global Advisors LLC 0.13% No change 3,300 $1.3M
Keudell/Morrison Wealth Management 0.26% No change 3,290 $1.3M
Alchemi Wealth, LLC 0.69% Add +13.8% 3,263 $1.3M
Mather Group, Llc. 0.01% New 3,260 $1.2M
Milestone Asset Management, LLC 0.23% Reduce -12.5% 3,257 $1.2M
Purus Wealth Management, LLC 0.39% Reduce -0.7% 3,213 $1.2M
Fiduciary Alliance LLC 0.07% Add +1.3% 2,713 $1.2M
Aspire Capital Advisors LLC 0.28% No change 3,205 $1.2M
Cornerstone Advisory, LLC 0.12% No change 3,204 $1.2M
Wealth Watch Advisors, INC 0.51% Reduce -5.4% 3,193 $1.2M
Kane Investment Management, Inc. 0.63% Add +18.7% 3,192 $1.2M
Modern Wealth Management, LLC 0.02% Reduce -0.9% 3,118 $1.2M
Integrity Wealth Advisors, Inc. 0.71% Add +63.1% 3,100 $1.2M
Alpine Global Management, LLC 0.21% New 3,097 $1.2M
Laurel Oak Wealth Management, LLC 0.20% Reduce -2.9% 3,085 $1.2M
Tradition Wealth Management, LLC 0.08% Reduce -2.1% 3,079 $1.2M
Zhang Financial LLC 0.04% No change 3,038 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% Reduce -1.8% 3,032 $1.2M
Venture Visionary Partners LLC 0.04% Reduce -0.3% 3,030 $1.2M
LaSalle St. Investment Advisors, LLC 0.16% Add +3.4% 3,027 $1.2M
Nwi Management LP 0.07% No change 3,000 $1.1M
Focus Financial Network, Inc. 0.04% Reduce -0.8% 2,999 $1.1M
Mystic Asset Management, Inc. 0.27% Reduce -15.2% 2,994 $1.1M
Ancora Advisors LLC 0.02% Add +0.3% 2,992 $1.1M
KERR FINANCIAL PLANNING Corp 0.81% Reduce -49.4% 2,349 $1.1M
American Financial Advisors, LLC 0.15% Reduce -1.5% 2,978 $1.1M
Winch Advisory Services, LLC 0.26% Add +0.3% 2,951 $1.1M
Novare Capital Management LLC 0.09% Reduce -1.7% 2,950 $1.1M
Strategic Financial Concepts, LLC 0.28% New 2,941 $1.1M
Midwest Financial Group LLC 0.48% No change 2,925 $1.1M
Intrua Financial, LLC 0.12% Reduce -2.8% 2,919 $1.1M
Eclectic Associates Inc. 0.15% Reduce -20.6% 2,886 $1.1M
WBH Advisory Inc. 0.08% New 2,813 $1.1M
Riggs Asset Managment Co. Inc. 0.23% Add +4.2% 2,864 $1.1M
Runnymede Capital Advisors, Inc. 0.94% New 2,854 $1.1M
Biltmore Family Office, LLC 0.15% No change 2,850 $1.1M
Transcend Capital Advisors, LLC 0.09% Reduce -12.1% 2,846 $1.1M
Credit Agricole S A 0.00% Add +145.6% 2,802 $1.1M
Flagship Wealth Advisors, LLC 0.46% Reduce -39.2% 3,850 $1.1M
Benson Wealth Management INC 1.46% New 2,788 $1.1M
CDM Financial Counseling Services, Inc. 1.01% Add +6.9% 2,715 $1.1M
Thompson Davis & Co., Inc. 0.70% No change 2,751 $1.1M
MPS Loria Financial Planners, LLC 0.28% No change 2,742 $1.1M
Fortress Private Ledger, LLC 0.33% Add +43.0% 2,723 $1.0M
PKS Advisory Services, LLC 0.24% Add +4.4% 2,721 $1.0M
Welch Group, LLC 0.04% Reduce -0.6% 2,719 $1.0M
PCG Asset Management, LLC 0.83% Reduce -0.7% 2,715 $1.0M
LVM Capital Management Ltd. 0.10% Reduce -1.5% 2,705 $1.0M
Stonebridge Financial Planning Group, LLC 0.38% Add +2.8% 2,700 $1.0M
Schnieders Capital Management, Llc. 0.16% No change 2,694 $1.0M
Financial Perspectives, Inc 0.29% No change 2,694 $1.0M
Geneos Wealth Management Inc. 0.02% Reduce -6.1% 2,691 $1.0M
Madden Advisory Services, Inc. 0.40% Add +16.6% 2,680 $1.0M
O'ROURKE & COMPANY, Inc 0.41% Reduce -3.7% 2,678 $1.0M
Global Assets Advisory, LLC 0.29% Reduce -0.8% 2,673 $1.0M
Investment Management Corp. /Va/ 0.88% Add +0.9% 2,657 $1.0M
COFG Advisors, LLC 0.25% Add +24.4% 2,648 $1.0M
Lloyd Advisory Services, LLC. 0.29% New 2,638 $1.0M
Kingdom Financial Group LLC. 0.29% Reduce -5.8% 2,638 $1.0M
Strategic Blueprint, LLC 0.06% Add +26.6% 2,632 $1.0M
Cpwa, LLC 1.19% — 1,731 $998K
T. Rowe Price Associates Inc. 0.00% No change 2,600 $997K
OneAscent Financial Services LLC 0.05% Reduce -4.3% 2,577 $988K
Total Clarity Wealth Management, Inc. 0.23% Add +1.1% 2,567 $984K
Mathes Company, Inc. 0.36% No change 2,555 $980K
Elevation Advisory Partners LLC 0.91% — 2,401 $978K
Cane Capital Partners, LLC 0.43% Add +4.6% 2,547 $977K
Secure Asset Management, LLC 0.15% Add +26.7% 2,545 $976K
Natixis 0.00% Add +205.9% 2,542 $975K
Victory Financial Group, LLC 0.12% Add +12.9% 2,536 $972K
Cyndeo Wealth Partners, LLC 0.05% Add +7.5% 2,517 $965K
Independent Solutions Wealth Management, LLC 0.14% New 2,515 $964K
Lanark Financial, Inc. 0.07% Add +9.4% 2,513 $963K
RFG Advisory, LLC 0.02% Add +39.0% 2,512 $963K
17 Capital Partners, LLC 0.50% Add +8.0% 2,509 $962K
Brian Low Financial Group, LLC 0.65% Add +4.8% 2,507 $961K
Bawa N Mallick Trust 0.39% Reduce -32.8% 2,500 $959K
Fort Point Capital Partners LLC 0.12% Reduce -0.0% 2,471 $947K
Betterment LLC 0.00% Add +66.9% 2,470 $947K
E&G Advisors, LLC 0.21% Reduce -3.6% 2,464 $945K
Tritonpoint Wealth, LLC 0.10% No change 2,463 $944K
Sunbelt Securities, Inc. 0.06% Add +1.4% 2,459 $943K
Insight Advisors, LLC/ PA 0.18% Add +3.4% 2,459 $943K
American Trust 0.08% Add +78.8% 2,439 $935K
Elevation Point Wealth Partners, LLC 0.02% New 2,428 $931K
Seros Financial, LLC 0.59% Add +18.0% 2,426 $930K
Moors & Cabot, Inc. 0.04% Add +3.0% 2,416 $926K
Brooklyn Investment Group 0.03% Add +101.8% 2,406 $922K
Endowment Wealth Management, Inc. 0.41% Add +8.1% 2,405 $922K
Independence Bank of Kentucky 0.12% Add +1.7% 2,400 $920K
Edgestream Partners, L.P. 0.03% Reduce -79.3% 2,395 $918K
Greater Midwest Financial Group, LLC 0.49% Reduce -2.7% 2,388 $915K
Signature Equity Partners, LLC 0.49% Add +16.7% 2,387 $915K
Cfo Capital Management LLC 0.75% Reduce -0.2% 2,386 $915K
Peak Asset Management, LLC 0.16% Reduce -1.0% 2,372 $909K
CIBC Bancorp USA Inc. 0.00% — 2,368 $908K
City Center Advisors, LLC 0.84% Reduce -9.2% 2,366 $907K
Greenwich Wealth Management LLC 0.04% Reduce -5.0% 2,359 $904K
Richards, Merrill & Peterson, Inc. 0.33% Add +102.5% 2,341 $898K
Capital Advisor Network LLC 1.25% — 2,332 $894K
Procyon Advisors, LLC 0.04% Add +75.2% 2,329 $893K
Valeo Financial Advisors, LLC 0.02% Add +14.3% 2,323 $891K
Q3 Asset Management 0.21% Reduce -19.6% 2,237 $857K
Chicago Partners Investment Group LLC 0.02% Reduce -4.0% 1,797 $857K
Ellevest, Inc. 0.12% Reduce -0.1% 2,219 $851K
SeaBridge Investment Advisors LLC 0.14% Reduce -0.4% 2,210 $847K
Hunting Hill Global Capital, LLC 1.01% New 2,203 $845K
Abound Financial, LLC 0.37% No change 2,200 $843K
Glen Eagle Advisors, LLC 0.12% Add +2.0% 2,190 $840K
Beacon Financial Planning, Inc. 0.32% New 2,186 $838K
DAVENPORT & Co LLC 0.00% Reduce -3.8% 2,168 $831K
Concorde Asset Management, LLC 0.40% Add +2.8% 2,130 $817K
TCFG Wealth Management, LLC 0.31% Add +0.5% 2,125 $815K
TCFG Investment Advisors, LLC 0.31% — 2,125 $815K
Nvwm, LLC 0.18% Reduce -0.8% 2,116 $811K
Soltis Investment Advisors LLC 0.05% Reduce -1.0% 2,090 $801K
Owen LaRue, LLC 0.31% Add +25.5% 2,090 $801K
Sankala Group LLC 0.66% Add +13.6% 2,114 $800K
Berkshire Asset Management LLC 0.03% Add +1.0% 2,084 $799K
Princeton Global Asset Management LLC 0.13% Add +242.4% 2,082 $798K
Nations Financial Group Inc, /Ia/ 0.04% Add +3.9% 2,079 $797K
Financial Partners Group, Inc 0.10% Add +18.6% 2,075 $796K
Clark Capital Management Group, Inc. 0.00% Add +8.2% 2,065 $792K
Lodestar Private Asset Management LLC 0.08% Reduce -3.6% 2,057 $789K
FSA Investment Group, LLC 0.32% Add +43.8% 2,049 $786K
MJP Associates Inc. 0.09% Reduce -8.1% 2,030 $778K
LJI Wealth Management, LLC 0.12% Reduce -0.1% 2,027 $777K
Savant Capital, LLC 0.00% Add +3.0% 2,026 $777K
Consolidated Capital Management, LLC 0.25% Reduce -64.3% 2,023 $775K
Liberty One Investment Management, LLC 0.08% New 2,019 $774K
Black Maple Capital Management LP 0.59% New 2,000 $767K
Settian Capital LP 0.54% New 2,000 $767K
HHM Wealth Advisors, LLC 0.09% No change 1,981 $760K
Elm3 Financial Group, LLC 0.64% Add +24.9% 1,981 $759K
Annex Advisory Services, LLC 0.01% No change 1,970 $755K
Group One Trading LLC 0.02% Reduce -86.4% 1,964 $753K
1832 Asset Management L.P. 0.00% Add +5.6% 1,964 $753K
Patten & Patten Inc. 0.05% No change 1,962 $752K
Clearstead Advisors, LLC 0.01% Add +452.3% 1,955 $749K
Caprock Group, LLC 0.02% Add +41.4% 1,940 $744K
SOA Wealth Advisors, LLC. 0.14% Add +4.0% 1,936 $742K
Investment Insight Wealth Management, LLC 0.80% Add +30.3% 1,932 $741K
Clarity Financial LLC 0.08% Reduce -15.4% 1,929 $739K
CWS Financial Advisors, LLC 0.19% No change 1,926 $739K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -11.7% 1,846 $731K
Murphy & Mullick Capital Management Corp 0.54% Add +30.9% 1,906 $731K
Tidal Investments LLC 0.00% New 1,900 $728K
WJ Wealth Management, LLC 0.34% No change 1,896 $727K
WealthCare Investment Partners, LLC 0.20% No change 1,801 $719K
Jefferson Bridge Capital, LLC 0.71% Add +0.6% 1,873 $718K
Pathstone Holdings, LLC 0.00% Add +0.5% 1,871 $717K
Bank of New York Mellon Corp 0.00% Add +30.9% 1,862 $714K
BIP Wealth, LLC 0.03% Add +6.6% 1,858 $712K
KPP Advisory Services LLC 0.10% Add +0.9% 1,857 $712K
Howard Financial Services, LTD. 0.08% Add +107.7% 1,857 $712K
Silver Oak Securities, Incorporated 0.05% Reduce -15.9% 1,851 $710K
Guardian Asset Advisors, LLC 0.41% Reduce -9.8% 1,848 $709K
Franklin Resources Inc. 0.00% Add +7.3% 1,840 $705K
Granite Group Advisors, LLC 0.43% No change 1,762 $705K
Argyle Capital Partners, LLC 0.51% Add +2.6% 1,829 $701K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -10.8% 1,826 $700K
Capital Analysts, LLC 0.02% Reduce -0.1% 1,825 $700K
Harvest Investment Services, LLC 0.13% Add +3.2% 1,825 $700K
FourThought Financial Partners, LLC 0.06% Add +0.2% 1,821 $698K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -0.4% 1,820 $698K
Alteri Wealth LLC 0.23% Add +6.0% 1,814 $696K
RDA Financial Network 0.17% Add +14.6% 1,808 $693K
SHUTTLEWORTH & Co 0.62% Add +10.1% 1,792 $687K
AlphaCore Capital LLC 0.02% Reduce -9.1% 1,791 $687K
Visionary Wealth Advisors 0.03% Reduce -5.5% 1,780 $683K
Encompass More Asset Management 0.12% Add +42.1% 1,778 $682K
Brown Advisory Inc. 0.00% Reduce -9.7% 1,773 $680K
WESPAC Advisors, LLC 0.37% Reduce -5.4% 1,761 $675K
Aspen Investment Management Inc 0.21% Reduce -2.8% 1,755 $673K
Venturi Wealth Management, LLC 0.03% No change 1,751 $671K
Commerce Bank 0.00% New 1,750 $671K
Arwa LLC 0.33% Add +45.7% 1,559 $671K
Canvas Wealth Advisors, LLC 0.11% Add +3.9% 1,741 $667K
Rollins Financial Advisors, LLC 0.10% Add +54.5% 1,731 $664K
Union Bancaire Privee, UBP SA 0.01% Reduce -86.9% 1,870 $663K
Matauro, LLC 0.10% Reduce -1.5% 1,725 $661K
Advisor Resource Council 0.26% Add +28.3% 1,723 $661K
Brown Brothers Harriman & Co. 0.00% Reduce -32.2% 1,707 $654K
Brand Asset Management Group, Inc. 0.17% Add +21.1% 1,705 $654K
Polymer Capital Management (HK) LTD 0.09% No change 1,700 $652K
Vaughan David Investments LLC 0.01% Reduce -10.0% 1,691 $648K
Integrity Investment Advisors, LLC 0.35% Add +7.6% 1,690 $648K
Cordoba Advisory Partners LLC 0.18% Reduce -44.8% 1,668 $640K
Lewis Asset Management, LLC 0.26% No change 1,666 $639K
Colonial River Investments, LLC 0.23% Add +1.9% 1,659 $636K
Berger Financial Group, Inc 0.04% Add +1.3% 1,659 $636K
Greystone Financial Group, LLC 0.18% Reduce -35.2% 1,645 $631K
Retirement Planning Group, LLC / NY 0.40% Add +117.7% 1,639 $628K
Obermeyer Wealth Partners 0.03% Add +118.5% 1,632 $626K
Armstrong Advisory Group, Inc. 0.04% No change 1,624 $623K
Invst, LLC 0.07% New 1,617 $620K
Ranch Capital Advisors Inc. 0.23% Reduce -15.1% 1,616 $619K
Beaumont Asset Management, L.L.C. 0.28% Add +1.1% 1,599 $613K
Quantum Portfolio Management LLC 0.27% Add +3.2% 1,597 $612K
Larry Mathis Financial Planning, LLC 0.55% Reduce -8.8% 1,591 $610K
Trexquant Investment LP 0.00% Add +9.4% 1,587 $608K
Mirador Capital Partners LP 0.09% Add +51.7% 1,585 $608K
Cary Street Partners Financial LLC 0.01% Reduce -7.4% 1,584 $607K
Central Valley Advisors, LLC 0.16% New 1,562 $599K
GWN Securities Inc. 0.11% Add +152.7% 1,544 $592K
Main Street Financial Solutions, LLC 0.04% Reduce -6.1% 1,528 $586K
Chilton Investment Co. Inc. 0.01% No change 1,528 $586K
Vise Technologies, Inc. 0.01% No change 1,623 $584K
Capital Investment Advisors, LLC 0.01% Add +2.4% 1,524 $584K
Simplicity Wealth,LLC 0.03% Add +164.4% 1,523 $584K
Magnolia Capital Advisors LLC 0.11% Add +9.5% 1,520 $583K
Atlantic Union Bankshares Corp 0.01% Add +21.7% 1,515 $581K
Stevens Capital Management LP 0.09% New 1,509 $579K
Accretive Wealth Partners, LLC 0.16% No change 1,507 $578K
Jacobi Capital Management LLC 0.03% Add +0.7% 1,507 $578K
TRB Wealth Management, LLC 0.08% — 1,500 $575K
Meredith Wealth Planning 0.16% No change 1,496 $574K
Orographic Financial Advisors, LLC 0.41% — 1,497 $573K
Advisors Capital Management, LLC 0.01% No change 1,491 $572K
Winthrop Advisory Group LLC 0.05% Reduce -1.0% 1,484 $569K
Lane Brothers & Co. Inc. 0.41% Reduce -0.5% 1,480 $567K
Somerset Group LLC 0.42% Reduce -2.0% 1,220 $566K
Sageworth Trust Co 0.02% No change 1,476 $566K
Seamount Financial Group Inc. 0.25% Reduce -1.2% 1,467 $562K
Leigh Baldwin & Co., LLC 0.36% Add +2.1% 1,455 $558K
KG Capital Management 0.40% Reduce -59.7% 1,454 $558K
GeoWealth Management, LLC 0.02% Add +162.1% 1,444 $554K
AdvisorNet Financial, Inc 0.03% Reduce -3.4% 1,441 $553K
W1M Asset Management Ltd 0.01% Reduce -16.4% 1,435 $550K
IPG Investment Advisors LLC 0.09% Reduce -0.5% 1,429 $548K
Montis Financial, LLC 0.11% Reduce -26.3% 1,423 $545K
Signaturefd, LLC 0.01% Add +1.2% 1,416 $543K
RMR Wealth Builders 0.04% Reduce -3.9% 1,415 $543K
Facet Wealth, Inc. 0.01% Add +10.7% 1,409 $540K
May Hill Capital, LLC 0.14% No change 1,407 $539K
Trueblood Wealth Management, LLC 0.21% Reduce -6.2% 1,403 $538K
Detalus Advisors, LLC 0.12% No change 1,402 $538K
Guyasuta Investment Advisors Inc. 0.03% No change 1,400 $537K
ProVise Management Group, LLC 0.04% Reduce -0.3% 1,397 $536K
Sonoma Allocations LLC 0.18% New 1,321 $527K
Navis Wealth Advisors, LLC 0.27% Reduce -22.6% 1,372 $526K
M&T Bank Corp 0.00% No change 1,366 $524K
Walleye Capital LLC 0.00% Add +13.1% 1,357 $520K
Two West Capital Advisors LLC 0.28% Add +30.4% 1,041 $520K
Montecito Bank & Trust 0.09% No change 1,353 $519K
Private Client Services, LLC 0.15% No change 1,338 $513K
Premier Path Wealth Partners, LLC 0.07% Reduce -5.8% 1,325 $508K
Bryn Mawr Trust Advisors, LLC 0.02% Add +10.5% 1,323 $507K
Triumph Capital Management 0.10% Add +22.2% 1,315 $504K
J. Derek Lewis & Associates Inc. 0.11% Add +10.3% 1,310 $502K
Red Door Wealth Management, LLC 0.05% Add +2.1% 1,305 $500K
Fusion Capital, LLC 0.13% New 1,296 $497K
Birch Hill Investment Advisors LLC 0.02% No change 1,293 $496K
Mission Wealth Management, LP 0.01% Add +16.3% 1,288 $494K
J Hagan Capital, Inc. 0.27% Add +1.2% 1,287 $493K
Cathy Pareto & Associates, Inc. 0.33% Add +5.4% 1,283 $492K
Cardiff Park Advisors, LLC 0.04% Add +22.3% 1,278 $490K
Octavia Wealth Advisors, LLC 0.05% Add +3.0% 1,276 $489K
Stratos Wealth Advisors, LLC 0.03% Add +25.3% 1,269 $487K
Leo Wealth, LLC 0.04% Add +0.3% 1,261 $483K
Meriwether Wealth & Planning, LLC 0.26% Add +0.6% 1,250 $479K
Sandbox Financial Partners, LLC 0.13% Reduce -0.2% 1,250 $479K
Interactive Financial Advisors, Inc. 0.31% Reduce -12.1% 1,240 $476K
SHP Wealth Management 0.04% Add +4.0% 1,235 $474K
Pioneer Family Office, LLC 0.34% Add +586.1% 1,235 $473K
Tower Bridge Advisors 0.05% New 1,232 $472K
Silvercrest Asset Management Group LLC 0.00% No change 1,232 $472K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.1% 1,232 $472K
Resurgent Financial Advisors LLC 0.17% Add +0.7% 1,231 $472K
Hilltop Holdings Inc. 0.04% Reduce -85.0% 1,230 $472K
IMG Wealth Management, Inc. 0.30% No change 1,229 $471K
Valmark Advisers, Inc. 0.01% Reduce -3.9% 1,228 $471K
Fairfield Financial Advisors, LTD 0.16% No change 1,228 $471K
Welch & Forbes LLC 0.01% Add +0.6% 1,200 $460K
BBR Partners, LLC 0.03% No change 1,187 $455K
Arlington Capital Management, Inc. 0.26% Reduce -6.3% 1,181 $453K
FSA Advisors, Inc. 0.30% Add +6.9% 1,173 $450K
Cascade Investment Group, Inc. 0.30% No change 1,171 $449K
Northstar Advisory Group, LLC 0.17% Reduce -9.4% 1,171 $449K
Advance Capital Management, Inc. 0.02% Add +3.1% 1,171 $449K
Patriot Financial Group Insurance Agency, LLC 0.03% New 1,166 $447K
Brady Martz Wealth Solutions, LLC 0.08% No change 1,157 $444K
Cadent Capital Advisors, LLC 0.12% Reduce -57.0% 1,154 $443K
Wealth Dimensions Group, Ltd. 0.09% No change 1,153 $442K
Outlook Wealth Advisors, LLC 0.11% Add +7.2% 1,153 $442K
Greenline Partners, LLC 0.05% No change 1,147 $440K
Angeles Wealth Management, LLC 0.02% No change 1,147 $440K
Verus Capital Partners, LLC 0.03% Reduce -9.0% 1,142 $438K
United Advisor Group, LLC 0.05% Add +16.0% 1,141 $437K
Index Technologies Group LLC 0.47% Add +2.3% 1,133 $434K
Evanson Asset Management, LLC 0.02% Reduce -2.3% 1,133 $434K
Tempus Wealth Planning, LLC 0.10% Reduce -1.3% 1,127 $432K
Simon Quick Advisors, LLC 0.02% Add +6.3% 1,126 $432K
Sharp Wealth Advisory, LLC 0.21% No change 1,126 $432K
James J. Burns & Company, LLC 0.06% No change 1,124 $431K
Duncker Streett & Co. Inc. 0.08% No change 1,120 $429K
M3 Advisory Group, LLC 0.26% Add +1.6% 1,120 $429K
Trek Financial, LLC 0.02% Reduce -17.6% 1,116 $428K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -21.1% 1,116 $428K
Axecap Investments, LLC 0.29% Reduce -70.5% 1,113 $427K
Pure Financial Advisors, LLC 0.01% Add +14.2% 1,109 $425K
Archvest Wealth Advisors, Inc. 0.27% Reduce -4.3% 1,099 $421K
Quantum Private Wealth, LLC 0.13% Add +10.1% 1,094 $419K
QRG Capital Management, Inc. 0.00% Add +77.4% 1,089 $418K
Creative Financial Designs Inc. 0.03% Reduce -89.4% 1,088 $417K
Pacific Sun Financial Corp 0.20% Reduce -0.6% 1,087 $417K
Mma Asset Management LLC 0.15% No change 1,078 $413K
JSF Financial, LLC 0.08% Add +2.7% 1,071 $411K
MRA Advisory Group 0.17% Reduce -2.9% 1,067 $409K
Tortuga Wealth Management, Inc 0.38% Reduce -2.6% 1,060 $407K
Westshore Wealth, LLC 0.14% No change 1,060 $406K
Capital Wealth Alliance, LLC 0.18% Reduce -68.5% 1,056 $405K
Northwest Wealth Advisors, LLC 0.29% Reduce -18.7% 1,054 $404K
Clark Asset Management, LLC 0.04% No change 1,054 $404K
HF Advisory Group, LLC 0.14% Reduce -17.7% 1,048 $402K
Bravias Capital Group, LLC 0.26% Reduce -12.3% 1,047 $401K
Ascent Wealth Partners, LLC 0.05% Reduce -8.1% 1,047 $401K
Klingman & Associates, LLC 0.02% Reduce -2.1% 1,045 $401K
Bell Investment Advisors, Inc 0.06% Reduce -5.2% 1,044 $400K
KFA Private Wealth Group, LLC 0.10% Add +4.4% 1,040 $399K
Ridgepath Capital Management LLC 0.20% No change 1,039 $398K
Citizens Financial Group Inc. 0.01% No change 1,033 $396K
Embree Financial Group 0.05% No change 1,030 $395K
Russell Investments Group, Ltd. 0.00% Add +34.4% 1,017 $390K
Synergy Asset Management, LLC 0.04% New 1,015 $389K
Baker Avenue Asset Management, LP 0.01% Add +0.3% 1,014 $389K
Northern Capital Management, Inc. 0.19% Add +48.1% 1,010 $387K
Welch Financial Planning, LLC 0.28% No change 1,010 $387K
Twin Tree Management, LP 0.08% Add +86.8% 1,009 $387K
Sharpepoint LLC 0.23% Reduce -0.7% 1,008 $386K
Vertex Planning Partners, LLC 0.07% Add +26.7% 1,007 $386K
Carr Financial Group Corp 0.10% Add +36.9% 1,006 $386K
Gruss & Co., LLC 0.90% No change 1,000 $383K
Fifth Lane Capital, LP 0.47% New 1,000 $383K
Charles Schwab Trust Co 0.02% No change 1,000 $383K
Charter Oak Capital Management, LLC 0.03% No change 990 $380K
Avantax Planning Partners, Inc. 0.01% New 989 $379K
Semus Wealth Partners LLC 0.21% Reduce -2.9% 989 $379K
Caxton Associates LLP 0.01% Reduce -75.3% 987 $378K
Strive Financial Group ,LLC 0.20% Reduce -0.2% 985 $378K
Fort Sheridan Advisors LLC 0.05% New 983 $377K
Bosman Wealth Management, LLC 0.33% Reduce -1.0% 971 $372K
Kanawha Capital Management LLC 0.03% No change 971 $372K
RFG - Bristol Wealth Advisors, LLC 0.10% No change 961 $368K
Instrumental Wealth, LLC 0.23% Add +1.3% 960 $368K
Stiles Financial Services Inc 0.11% Add +13.5% 959 $368K
BXM Wealth LLC 0.28% Reduce -98.0% 958 $367K
Keybank National Association 0.00% Add +37.5% 954 $366K
EdgeRock Capital LLC 0.10% Reduce -18.4% 954 $366K
Glenmede Trust Co. NA 0.00% Add +63.1% 949 $364K
Key Client Fiduciary Advisors, LLC 0.12% Add +4.8% 941 $361K
Coldstream Capital Management Inc. 0.00% New 939 $360K
Insight Wealth Strategies, LLC 0.04% No change 935 $358K
Curi Capital, LLC 0.01% Reduce -8.2% 927 $355K
Roehl & Yi Investment Advisors, LLC 0.13% No change 923 $354K
Syntegra Private Wealth Group, LLC 0.03% Add +8.7% 923 $354K
Freedom Financial Partners LLC 0.13% No change 922 $354K
Kathmere Capital Management, LLC 0.02% No change 921 $353K
Seelaus Asset Management LLC 0.26% Add +8.9% 920 $353K
Benchmark Financial Wealth Advisors, LLC 0.10% Reduce -0.7% 916 $351K
Bison Wealth, LLC 0.03% Add +10.5% 612 $350K
Riverchase Wealth Management, LLC 0.18% Add +12.7% 913 $350K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 911 $349K
Zullo Investment Group, Inc. 0.13% Reduce -3.5% 910 $349K
GSG Advisors LLC 0.09% Add +15.5% 908 $348K
SmartHarvest Portfolios, LLC 0.14% No change 905 $347K
Sequent Asset Management, LLC 0.17% Reduce -19.0% 904 $347K
Motley Fool Wealth Management, LLC 0.04% No change 903 $346K
Financial Solutions Advisory Group, Inc. 0.05% — 902 $346K
Daviman Financial, LLC 0.20% Reduce -5.3% 901 $345K
Aurora Private Wealth, Inc. 0.25% No change 958 $345K
Sweeney & Michel, LLC 0.10% Add +11.0% 777 $344K
KMG Fiduciary Partners, LLC 0.03% Reduce -14.2% 892 $342K
First Trust Advisors LP 0.00% Reduce -16.6% 890 $341K
Blue Bell Private Wealth Management, LLC 0.05% No change 887 $340K
VVR Holdings LLC 0.17% New 883 $339K
Retirement Planning Co of New England, Inc. 0.14% Add +0.8% 881 $338K
J. L. Bainbridge & Co., Inc. 0.03% No change 878 $337K
Northstar Group, Inc. 0.05% No change 873 $335K
Atlantic Private Wealth, LLC 0.22% No change 869 $333K
Sargent Investment Group, LLC 0.04% No change 863 $331K
Redwood Investment Management, LLC 0.04% New 857 $329K
Miller Capital Partners, Inc. 0.16% No change 856 $328K
Register Financial Advisors LLC 0.12% Add +46.9% 852 $327K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 848 $325K
Arax Advisory Partners 0.01% Reduce -61.1% 846 $324K
Weaver Consulting Group 0.08% No change 846 $324K
Barnes Pettey Financial Advisors, LLC 0.14% Add +25.8% 844 $324K
Red Lighthouse Investment Management, LLC 0.11% New 838 $321K
United Asset Strategies, Inc. 0.03% Reduce -0.8% 836 $321K
Optivise Advisory Services LLC 0.19% Add +8.4% 834 $320K
Wealthgarden F.S. LLC 0.22% New 834 $320K
Quantbot Technologies LP 0.01% Add +44.1% 827 $317K
Heritage Wealth Management, Inc. 0.16% No change 825 $316K
Horizon Investments, LLC 0.00% Add +66.7% 822 $315K
Oakwell Private Wealth Management, LLC 0.06% No change 818 $314K
Smith Salley Wealth Management 0.02% Add +8.1% 817 $313K
Abound Wealth Management 0.07% No change 814 $312K
Investment Management Trust, LLC 0.30% — 811 $311K
Indivisible Partners 0.03% Add +15.1% 807 $309K
Avaii Wealth Management, LLC 0.11% Reduce -21.4% 805 $309K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 802 $308K
Bank & Trust Co 0.21% No change 800 $307K
Oak Grove Capital LLC 0.05% New 800 $307K
Hendershot Investments Inc. 0.04% No change 800 $307K
Holderness Investments Co. 0.06% Add +30.2% 789 $303K
Asset Planning Services Inc. /La/ 0.13% No change 784 $301K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 785 $301K
Zacks Investment Management 0.00% Add +15.7% 782 $300K
AAFMAA Wealth Management & Trust LLC 0.11% No change 772 $296K
GenTrust, LLC 0.01% Add +8.8% 769 $295K
Victrix Investment Advisors 0.11% New 768 $294K
Costello Asset Management, INC 0.10% Add +64.5% 765 $293K
Empower Advisory Group, LLC 0.00% Add +21.5% 764 $293K
Palumbo Wealth Management LLC 0.07% No change 759 $291K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -19.7% 757 $290K
Center For Asset Management LLC 0.14% Add +21.4% 756 $290K
Financial Engines Advisors L.L.C. 0.00% New 756 $290K
Vertrix Wealth Management, LLC 0.11% — 754 $289K
J. Goldman & Co LP 0.01% Reduce -72.0% 750 $288K
Xcelsior Advisor Partners LLC 0.11% No change 748 $287K
Platform Technology Partners 0.06% No change 747 $287K
McDonald Partners LLC 0.07% Add +1.8% 737 $283K
Financial Insights, Inc. 0.09% New 736 $282K
Total Wealth Planning & Management, Inc. 0.22% Reduce -10.8% 735 $282K
Pinnacle Family Advisors, LLC 0.13% Reduce -36.6% 735 $282K
Sandy Cove Advisors, LLC 0.08% Add +19.5% 730 $280K
Tidemark, LLC 0.07% Reduce -11.2% 728 $279K
Sequent Planning LLC 0.07% Reduce -0.1% 723 $277K
Camden National Bank 0.04% Add +5.7% 719 $276K
Evergreen Wealth Partners LLC 0.21% Reduce -4.5% 718 $275K
DiNuzzo Private Wealth, Inc. 0.03% No change 717 $275K
Rockwood Wealth Management, LLC 0.02% Add +10.9% 714 $274K
Independent Wealth Network Inc. 0.08% Reduce -2.6% 711 $273K
Sage Financial Group Inc. 0.02% No change 711 $273K
Liberty Wealth Management LLC 0.03% Reduce -29.1% 704 $270K
Regions Financial Corp. 0.00% Add +0.3% 697 $267K
Hemenway Trust Co LLC 0.02% Reduce -4.8% 695 $266K
HCR Wealth Advisors 0.03% Add +3.7% 693 $266K
Fulton Breakefield Broenniman LLC 0.02% New 693 $266K
Bokf, NA 0.00% Reduce -22.5% 688 $264K
BlueSky Wealth Advisors, LLC 0.03% New 685 $263K
First Manhattan Co. Llc. 0.00% New 680 $261K
Atlas Wealth LLC 0.10% No change 679 $260K
Family Office Research LLC 0.11% Add +0.1% 677 $260K
Burney Co./ 0.01% Reduce -32.1% 676 $259K
Westbourne Investments, Inc. 0.12% Reduce -6.9% 675 $259K
XML Financial, LLC 0.02% Reduce -24.0% 675 $259K
Savvy Advisors, Inc. 0.01% New 672 $257K
Nova Wealth Management, Inc. 0.17% Reduce -4.2% 665 $255K
44 Wealth Management LLC 0.09% No change 660 $253K
Clare Market Investments LLC 0.05% — 660 $253K
Cahill Financial Advisors Inc. 0.03% Add +3.8% 653 $250K
Balboa Wealth Partners 0.04% New 652 $250K
Westhampton Capital, LLC 0.12% New 652 $250K
Kapstone Financial Advisors LLC 0.12% New 651 $250K
Freestone Capital Holdings, LLC 0.01% Add +10.3% 651 $250K
Threadgill Financial, LLC 0.07% New 647 $248K
CV Advisors LLC 0.07% Reduce -9.2% 644 $247K
EFG International AG 0.01% Add +8.4% 644 $247K
Thrive Capital Management, LLC 0.05% Reduce -1.4% 641 $246K
KDT Advisors, LLC 0.39% No change 640 $245K
Catalina Capital Group, LLC 0.15% New 635 $243K
Allium Financial Advisors, LLC 0.19% No change 631 $242K
Pettyjohn, Wood & White, Inc. 0.04% No change 630 $242K
Thrive Wealth Management, LLC 0.04% Add +0.8% 630 $241K
MPWM Advisory Solutions, LLC 0.13% Add +2146.4% 629 $241K
Clearwater Capital Advisors, LLC 0.02% New 629 $241K
Blue Water Asset Management 0.08% New 629 $241K
LeClair Wealth Partners LLC 0.08% New 629 $241K
Searle & Co. 0.06% No change 627 $240K
Schmidt P J Investment Management Inc. 0.04% Reduce -2.8% 627 $240K
AlphaStar Capital Management, LLC 0.02% New 625 $240K
Integrated Advisors Network LLC 0.01% Reduce -88.0% 625 $240K
LongView Wealth Management 0.06% New 526 $238K
Apella Capital, LLC 0.00% New 512 $238K
Marathon Trading Investment Management LLC 0.07% New 620 $238K
Howe & Rusling Inc. 0.02% Add +4.3% 612 $235K
Pacific Excel Wealth Advisors, Inc. 0.25% New 610 $234K
KWB Wealth 0.02% Reduce -2.9% 647 $233K
Linscomb Wealth, Inc. 0.01% No change 606 $232K
Chancellor Financial Group WB LP 0.17% New 606 $232K
North Star Investment Management Corp. 0.01% Add +204.6% 603 $231K
Verdence Capital Advisors LLC 0.01% New 603 $231K
Bank Hapoalim BM 0.04% Reduce -9.1% 603 $231K
Sulzberger Capital Advisors, Inc. 0.23% No change 600 $230K
Rhodes Investment Advisors Inc. 0.20% New 600 $230K
NavPoint Financial, Inc. 0.09% No change 600 $230K
L. Roy Papp & Associates, LLP 0.03% No change 600 $230K
Symphony Financial, Ltd. Co. 0.03% New 610 $227K
Merkkuri Wealth Advisors LLC 0.15% No change 592 $227K
J. Safra Sarasin Holding AG 0.00% No change 625 $227K
Bartlett & Co. Wealth Management LLC 0.00% No change 445 $226K
Illumine Investment Management, LLC 0.17% Reduce -2.4% 582 $223K
Bright Financial Advisors, Inc. 0.10% No change 578 $222K
Resolute Wealth Strategies, LLC 0.10% No change 579 $222K
Traphagen Investment Advisors LLC 0.02% Reduce -2.4% 577 $221K
Webster Bank, N. A. 0.02% No change 576 $221K
Sterling Wealth Management, Inc. 0.06% No change 574 $220K
Diversified Management Inc. 0.04% Reduce -10.8% 573 $220K
Everstar Asset Management, LLC 0.12% New 572 $219K
Global Wealth Management Investment Advisory, Inc. 0.03% No change 570 $219K
Main Management LLC 0.02% Reduce -96.7% 568 $218K
Essex Financial Services, Inc. 0.01% Reduce -3.3% 565 $216K
Provenance Wealth Advisors, LLC 0.02% Add +140.2% 562 $215K
DUTCH ASSET Corp 0.14% No change 561 $215K
Pacific Center for Financial Services 0.05% No change 561 $215K
Convergence Financial, LLC 0.02% New 504 $214K
Braeburn Wealth Management LLC 0.12% New 557 $214K
Activest Wealth Management 0.04% Reduce -43.3% 557 $213K
Sonoma Private Wealth LLC 0.26% New 556 $213K
Van Hulzen Asset Management, LLC 0.02% No change 556 $213K
Manchester Financial Inc. 0.04% New 555 $213K
Headinvest, LLC 0.04% New 553 $212K
SP Asset Management LLC 0.02% New 552 $212K
Kaydan Wealth Management, Inc. 0.07% New 552 $212K
Neuberger Berman Group LLC 0.00% New 549 $210K
Compound Planning, Inc. 0.01% Reduce -75.3% 548 $210K
Retirement Planning Group, LLC 0.01% New 547 $210K
LRI Investments, LLC 0.02% No change 546 $209K
Dale Q Rice Investment Management Ltd 0.16% New 545 $209K
SMART Wealth LLC 0.06% Reduce -54.5% 544 $209K
Discipline Wealth Solutions, LLC 0.02% New 543 $208K
Washington Trust Advisors, Inc. 0.02% No change 540 $207K
D'Orazio & Associates, Inc. 0.03% New 537 $206K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 537 $206K
Elevatus Welath Management 0.11% Reduce -10.7% 537 $206K
Harbor Group, Inc. 0.03% New 536 $206K
Marathon Wealth Advisors LLC 0.08% New 535 $205K
Smartleaf Asset Management LLC 0.01% Add +259.9% 565 $205K
Elevation Wealth Partners, LLC 0.07% No change 533 $204K
KKM Financial LLC 0.04% No change 566 $204K
United Capital Management of KS, Inc. 0.03% New 530 $203K
Chesley Taft & Associates LLC 0.01% New 529 $203K
Axis Wealth Partners, LLC 0.11% New 528 $203K
Maia Wealth LLC 0.03% Add +1.5% 527 $202K
Crux Wealth Advisors 0.08% New 524 $201K
QTR Family Wealth, LLC 0.08% Reduce -17.8% 444 $201K
Keystone Financial Group 0.01% New 523 $200K
HM Payson & Co. 0.00% No change 520 $199K
Evolution Wealth Management Inc. 0.15% Add +11.6% 518 $199K
EverSource Wealth Advisors, LLC 0.01% Reduce -50.8% 515 $198K
High Point Wealth Management, LLC 0.19% Reduce -45.0% 512 $196K
Capital Investment Advisory Services, LLC 0.01% Add +6.2% 511 $196K
HighMark Wealth Management LLC 0.08% Add +209.4% 495 $190K
Highline Wealth Partners LLC 0.05% New 483 $185K
Financial Management Professionals, Inc. 0.02% Add +322.1% 477 $183K
RMG Wealth Management LLC 0.02% No change 309 $178K
Montag A & Associates Inc. 0.01% No change 456 $175K
Golden State Wealth Management, LLC 0.02% Add +18.6% 446 $171K
Monetary Solutions, Ltd 0.16% No change 444 $170K
Fairway Wealth LLC 0.04% No change 440 $169K
Oakworth Capital, Inc. 0.01% No change 434 $166K
Bayban 0.14% No change 410 $157K
Cassaday & Co Wealth Management LLC 0.00% New 409 $157K
ZEGA Investments, LLC 0.03% New 402 $154K
MidFirst Bank 0.01% No change 400 $153K
Avalon Trust Co 0.01% Reduce -36.5% 400 $153K
Root Financial Partners, LLC 0.01% Add +23.5% 378 $145K
Destiny Wealth Partners, LLC 0.02% New 367 $141K
Transamerica Financial Advisors, LLC 0.01% Add +546.4% 362 $139K
Cordgrass Capital Advisors, LLC 0.03% No change 350 $134K
First Horizon Corp. 0.01% No change 343 $132K
Investment Research & Advisory Group, Inc. 0.04% Add +10.2% 336 $129K
Deutsche Bank AG 0.00% No change 330 $127K
Greykasell Wealth Strategies, Inc. 0.05% No change 328 $126K
Goodman Advisory Group, LLC 0.03% Add +7.8% 318 $122K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Reduce -49.6% 317 $122K
Fairscale Capital, LLC 0.08% No change 311 $119K
Global Trust Asset Management, LLC 0.05% Reduce -12.7% 310 $119K
Powell Investment Advisors, LLC 0.04% Add +25.9% 306 $117K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -16.4% 305 $117K
Hilton Head Capital Partners, LLC 0.06% Reduce -2.7% 290 $111K
Advocate Investing Services LLC 0.09% No change 280 $107K
Battery Global Advisors, LLC 0.06% No change 273 $105K
Front Row Advisors LLC 0.04% No change 273 $105K
First Command Advisory Services, Inc. 0.00% No change 273 $104K
Reyes Financial Architecture, Inc. 0.08% Add +19.5% 264 $101K
Blue Trust, Inc. 0.00% Reduce -21.2% 260 $100K
Rossmore Private Capital 0.01% New 254 $97K
REAP Financial Group, LLC 0.02% No change 251 $96K
Kiker Wealth Management, LLC 0.05% New 250 $96K
Robinswood Financial LLC 0.03% Reduce -7.5% 248 $95K
Kilter Group LLC 0.04% No change 246 $94K
Archer Investment Corp 0.02% Reduce -0.8% 237 $91K
SWAN Capital LLC 0.03% Add +0.4% 237 $91K
EPG Wealth Management LLC 0.02% No change 232 $89K
Hughes Financial Services, LLC 0.01% No change 228 $87K
Cypress Capital Management LLC (WY) 0.08% No change 227 $87K
UMB Bank, n.a. 0.00% Add +12.5% 225 $86K
Bullock Wealth Management Group 0.04% Add +30.5% 218 $85K
Noble Wealth Management PBC 0.04% No change 220 $84K
Guardian Wealth Advisors, LLC / NC 0.01% New 218 $84K
Signature Resources Capital Management, LLC 0.04% Reduce -37.7% 213 $82K
Tucker Asset Management LLC 0.02% Reduce -5.4% 210 $81K
Davis Capital Management 0.05% No change 207 $79K
Wall Street Financial Group, Inc. 0.05% New 206 $79K
CENTRAL TRUST Co 0.00% Add +70.8% 205 $79K
Centennial Bank 0.03% No change 200 $77K
LOM Asset Management Ltd 0.02% No change 200 $77K
Addison Advisors LLC 0.02% No change 200 $77K
Rossby Financial, LCC 0.02% Add +267.3% 191 $75K
Harbor Asset Planning, Inc. 0.06% No change 194 $75K
Bessemer Group Inc. 0.00% Reduce -33.8% 194 $74K
Opal Wealth Advisors, LLC 0.02% New 192 $74K
Ameliora Wealth Management Ltd. 0.02% New 190 $73K
Federated Hermes, Inc. 0.00% New 188 $72K
Key Capital Management, INC 0.05% New 186 $71K
Wilmington Savings Fund Society, FSB 0.00% No change 186 $71K
Breakwater Investment Management 0.03% No change 185 $71K
Hollencrest Capital Management 0.00% No change 180 $69K
Salem Investment Counselors Inc. 0.00% New 175 $67K
Anfield Capital Management, LLC 0.02% No change 173 $66K
CNB Bank 0.03% New 172 $66K
SouthState Bank Corp 0.00% No change 161 $62K
Vanguard National Trust Co 0.00% — 158 $61K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -1.3% 149 $57K
Brown, Lisle/Cummings, Inc. 0.01% New 140 $54K
Arlington Trust Co LLC 0.00% Reduce -12.5% 140 $54K
Hartford Financial Management Inc. 0.01% No change 137 $53K
Nemes Rush Group LLC 0.01% Add +3.0% 136 $52K
True Link Financial Advisors, LLC 0.00% New 136 $52K
Bogart Wealth, LLC 0.00% Add +0.8% 133 $51K
Peterson Wealth Management 0.03% New 130 $50K
Private Wealth Asset Management, LLC 0.01% No change 130 $50K
Integrity Financial Corp 0.02% New 129 $49K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -30.6% 129 $49K
Smithfield Trust Co 0.00% No change 125 $48K
Hazlett, Burt & Watson, Inc. 0.01% No change 114 $45K
Dunhill Financial, LLC 0.01% Add +3.6% 116 $44K
FWL Investment Management, LLC 0.01% New 116 $44K
Silicon Valley Capital Partners 0.00% No change 113 $43K
TD Capital Management LLC 0.00% No change 110 $42K
GAMMA Investing LLC 0.00% No change 108 $41K
Forum Finance Group S.A. 0.02% — 125 $40K
Obsidian Cio, LLC 0.04% Add +79.3% 104 $40K
Evelyn Partners Asset Management Ltd 0.01% No change 104 $40K
Wellington-Altus USA Inc. 0.02% No change 60 $39K
Avion Wealth 0.01% Reduce -85.4% 102 $39K
CX Institutional 0.00% No change 101 $39K
Clark Wealth Partners 0.03% No change 101 $39K
Intesa Sanpaolo Wealth Management 0.01% New 100 $38K
Hilltop National Bank 0.01% Reduce -33.3% 100 $38K
Manchester Capital Management LLC 0.01% New 100 $38K
Colonial Trust Advisors 0.00% Add +0.0% 100 $38K
Resources Management Corp. /CT/ 0.01% New 100 $38K
Go Invest LLC 0.01% Add +8.8% 99 $38K
NBT Bank, N.A. 0.00% Reduce -73.6% 95 $36K
JFS Wealth Advisors, LLC 0.00% No change 95 $36K
Physician Wealth Advisors, Inc. 0.01% No change 94 $36K
Central Pacific Bank - Trust Division 0.00% No change 90 $35K
Trust Co. of Toledo NA 0.00% No change 90 $35K
Napier Financial, LLC 0.01% New 87 $33K
Harbor Investment Advisory, LLC 0.00% Reduce -53.8% 85 $33K
Realta Investment Advisors 0.01% No change 83 $32K
Rosenberg Matthew Hamilton 0.01% No change 79 $30K
Horizon Financial Services, LLC 0.01% No change 77 $30K
Decker Retirement Planning Inc. 0.01% No change 75 $29K
Crewe Advisors LLC 0.00% Reduce -6.3% 75 $29K
FAS Wealth Partners, Inc. 0.00% No change 75 $29K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 73 $28K
Roxbury Financial LLC 0.03% No change 73 $28K
PlanVest Financial, Inc 0.02% — 69 $26K
Plante Moran Financial Advisors, LLC 0.00% New 68 $26K
Strengthening Families & Communities, LLC 0.01% Reduce -96.4% 66 $25K
Twin Peaks Wealth Advisors, LLC 0.01% New 65 $25K
Frazier Financial Advisors, LLC 0.01% No change 64 $24K
Ares Financial Consulting, LLC 0.02% No change 62 $24K
American National Bank & Trust 0.00% No change 62 $24K
Quest 10 Wealth Builders, Inc. 0.02% No change 60 $23K
Barrett & Company, Inc. 0.01% No change 60 $23K
GoalVest Advisory LLC 0.00% New 60 $23K
Darwin Wealth Management, LLC 0.01% Reduce -19.2% 59 $23K
Purpose Unlimited Inc. 0.00% No change 59 $23K
Center for Financial Planning, Inc. 0.00% No change 56 $21K
WealthShield Partners, LLC 0.00% Reduce -72.1% 56 $21K
Hickory Point Bank & Trust 0.01% New 53 $20K
Mosley Wealth Management 0.01% New 62 $20K
BankPlus Trust Department 0.01% No change 52 $20K
JNBA Financial Advisors 0.00% No change 51 $20K
Sound Income Strategies, LLC 0.00% No change 49 $19K
Strategic Investment Solutions, Inc. 0.00% New 50 $19K
Capula Management Ltd 0.00% Reduce -99.9% 49 $19K
Toth Financial Advisory Corp. 0.00% No change 48 $18K
Westfuller Advisors, LLC 0.01% No change 44 $17K
Bulwark Capital Corp 0.01% No change 43 $17K
High Note Wealth, LLC 0.00% New 40 $15K
Main Street Group, LTD 0.00% New 37 $14K
Johnson Financial Group, Inc. 0.00% New 36 $14K
YANKCOM Partnership 0.01% New 36 $14K
Aspect Partners, LLC 0.01% No change 36 $14K
Wealth Enhancement Trust Services, Inc. 0.00% No change 36 $14K
Wolff Wiese Magana LLC 0.01% No change 34 $13K
Gen-Wealth Partners Inc 0.00% No change 34 $13K
Tompkins Financial Corp. 0.00% No change 33 $13K
Cornerstone National Bank & Trust Co 0.00% No change 32 $13K
Beacon Investment Advisory Services, Inc. 0.00% New 32 $12K
Olistico Wealth, LLC 0.01% Reduce -74.4% 31 $12K
Aventura Private Wealth, LLC 0.00% New 30 $12K
New England Capital Financial Advisors LLC 0.00% No change 29 $11K
Glass Jacobson Investment Advisors llc 0.00% No change 28 $11K
Strategic Advocates LLC 0.05% New 27 $10K
GGM Financial LLC 0.00% No change 27 $10K
St Germain D J Co. Inc. 0.00% No change 27 $10K
GHP Investment Advisors, Inc. 0.00% New 27 $10K
Whittier Trust Co. 0.00% No change 25 $10K
Keystone Financial Group, Inc. 0.01% No change 25 $10K
IFG Advisory, LLC 0.03% Reduce -99.7% 25 $10K
City State Bank 0.00% No change 25 $10K
Colonial Trust Co / SC 0.00% New 25 $10K
Rothschild Investment LLC 0.00% New 25 $10K
MCF Advisors LLC 0.00% Add +20.0% 24 $9K
LGT Financial Advisors LLC 0.05% New 24 $9K
MTM Investment Management, LLC 0.00% No change 24 $9K
First Community Trust NA 0.01% New 23 $9K
Albion Financial Group 0.00% No change 20 $8K
Scarborough Advisors, LLC 0.00% No change 20 $8K
CVA Family Office, LLC 0.00% New 18 $7K
Eastern Bank 0.00% New 16 $6K
Gould Capital, LLC 0.00% No change 15 $6K
N.E.W. Advisory Services LLC 0.00% No change 15 $6K
Medallion Wealth Advisors, LLC 0.00% No change 14 $5K
Smallwood Wealth Investment Management, LLC 0.00% No change 13 $5K
Lodestone Wealth Management LLC 0.00% No change 12 $5K
Parkside Financial Bank & Trust 0.00% New 12 $5K
Essential Partners LLC 0.00% No change 11 $4K
Proathlete Wealth Management LLC 0.00% Add +83.3% 11 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 11 $4K
Collier Financial 0.00% No change 11 $4K
Cornerstone Planning Group LLC 0.00% New 8 $4K
Fairman Group, LLC 0.00% New 10 $4K
Berkshire Capital Holdings Inc. 0.00% No change 10 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 10 $4K
Pittenger & Anderson Inc. 0.00% No change 10 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 10 $4K
Financial Consulate, Inc. 0.00% No change 8 $3K
Ballast Advisors LLC 0.00% New 8 $3K
VSM Wealth Advisory, LLC 0.00% No change 8 $3K
Graney & King, LLC 0.00% New 6 $2K
Hantz Financial Services, Inc. 0.00% New 6 $2K
Horrell Capital Management, Inc. 0.00% No change 5 $2K
Park Place Capital Corp 0.00% New 5 $2K
LM Advisors LLC 0.01% Add +11.8% 642 $2K
Leo H. Evart, Inc. 0.00% — 4 $2K
Elevated Capital Advisors, LLC 0.00% Reduce -20.0% 4 $2K
POM Investment Strategies, LLC 0.00% Add +50.0% 3 $1K
Gill Capital Partners, LLC 0.00% New 3 $1K
Fortitude Family Office, LLC 0.00% No change 3 $1K
Vanguard Advisers Inc. 0.00% — 3 $1K
Optiver Holding B.V. 0.00% New 3 $1K
PEAK6 LLC 0.00% Reduce -100.0% 2 $929
Sunrise Financial Services, LLC 0.00% New 2 $767
Bernard Wealth Management Corp. 0.00% No change 2 $767
Gold Investment Management Ltd. 0.00% No change 2 $767
Steigerwald, Gordon & Koch Inc. 0.00% New 2 $767
Quent Capital, LLC 0.00% New 2 $767
Caitlin John, LLC 0.00% Reduce -98.5% 1 $386
LMR Partners LLP 0.00% Reduce -100.0% 1 $383
Atwood & Palmer Inc. 0.00% Reduce -75.0% 1 $235

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