iShares Semiconductor ETFSOXXETF
13F holders, Q1 2024 (March 31)688holders
2famous investors
$225.96avg. 13F price*
At the end of Q1 2024, 688 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings. The largest holders were Bank of America Corp. ($531.9M), JPMorgan Chase & Co. ($475.5M) and Goldman Sachs Group Inc. ($441.4M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Semiconductor ETF
- CUSIP
- 464287523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $202.8M |
| Exits | 61 | $121.5M |
Ownership 688 holders
| Bank of America Corp. | 0.05% | Add +4.6% | 2,354,240 | $531.9M |
| JPMorgan Chase & Co. | 0.04% | Add +8.2% | 2,104,757 | $475.5M |
| Goldman Sachs Group Inc. | 0.09% | Add +229.3% | 1,953,975 | $441.4M |
| Morgan Stanley | 0.03% | Add +8.2% | 1,695,369 | $383.0M |
| Mercer Global Advisors Inc. | 0.92% | Add +1.6% | 1,431,305 | $323.3M |
| BNP Paribas Financial Markets | 0.40% | Add +51.4% | 1,427,465 | $322.5M |
| Wells Fargo & Company | 0.06% | Add +40.6% | 1,007,713 | $227.7M |
| UBS Group AG | 0.07% | Add +24.6% | 945,333 | $213.6M |
| Citigroup Inc. | 0.22% | Add +232.8% | 894,689 | $202.1M |
| LPL Financial LLC | 0.09% | Add +19.3% | 727,407 | $164.3M |
| Royal Bank of Canada | 0.02% | Add +10.9% | 390,356 | $88.2M |
| Ameriprise Financial Inc. | 0.02% | Add +18.3% | 295,116 | $66.6M |
| Osaic Holdings, Inc. | 0.14% | Reduce -10.1% | 281,965 | $63.7M |
| Commonwealth Equity Services, LLC | 0.10% | Add +22.4% | 262,774 | $59.4M |
| Donaldson Capital Management, LLC | 2.32% | Add +636.0% | 246,737 | $55.7M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +42.0% | 244,955 | $55.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.19% | No change | 240,000 | $54.2M |
| Twin Tree Management, LP | 1.14% | Add +19102.8% | 222,369 | $50.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +19.5% | 217,663 | $49.2M |
| Schroder Investment Management Group | 0.05% | New | 203,500 | $46.0M |
| Greenwoods Asset Management Hong Kong Ltd. | 1.42% | New | 202,260 | $45.7M |
| MML Investors Services, LLC | 0.18% | Add +8.8% | 195,894 | $44.3M |
| Rockefeller Capital Management L.P. | 0.12% | Add +13.8% | 185,256 | $41.9M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.0% | 169,252 | $38.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +21.8% | 167,798 | $37.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +21.0% | 157,761 | $35.6M |
| Avalon Trust Co | 2.81% | Add +0.5% | 151,795 | $34.3M |
| Cetera Investment Advisers | 0.08% | Add +320.9% | 146,981 | $33.2M |
| Stifel Financial Corp. | 0.04% | Add +8.1% | 139,863 | $31.6M |
| Affinity Wealth Management LLC | 5.35% | Reduce -1.1% | 127,928 | $28.9M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +43.7% | 127,734 | $28.9M |
| SPC Financial, Inc. | 2.48% | Reduce -1.1% | 116,740 | $26.4M |
| Integrated Wealth Concepts LLC | 0.37% | Reduce -7.8% | 113,782 | $25.7M |
| Corient Private Wealth LP | 0.05% | Add +2.2% | 111,926 | $25.3M |
| Barclays PLC | 0.01% | Add +316.6% | 110,731 | $25.0M |
| Raymond James & Associates | 0.02% | Add +12.1% | 105,143 | $23.8M |
| Bulltick Wealth Management, LLC | 4.58% | Reduce -4.2% | 97,362 | $22.0M |
| Advisory Services Network, LLC | 0.47% | Reduce -2.3% | 93,290 | $21.1M |
| Jump Financial, LLC | 0.57% | Add +263.1% | 92,000 | $20.8M |
| Greenwood Gearhart LLC | 1.94% | Add +0.7% | 87,888 | $19.9M |
| Yarbrough Capital, LLC | 0.81% | No change | 82,383 | $18.6M |
| Truist Financial Corp. | 0.03% | Add +5.4% | 81,319 | $18.4M |
| Susquehanna International Group, LLP | 0.03% | Add +1973.3% | 76,008 | $17.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.93% | Add +164.1% | 75,829 | $17.1M |
| TD Waterhouse Canada Inc. | 0.13% | Add +23.7% | 69,033 | $16.8M |
| Oppenheimer & Co. Inc. | 0.28% | Reduce -0.8% | 73,676 | $16.6M |
| Analyst IMS Investment Management Services Ltd. | 0.66% | Add +14.0% | 66,980 | $15.1M |
| Kestra Advisory Services, LLC | 0.10% | Add +8.5% | 65,768 | $14.9M |
| GM Advisory Group, LLC | 1.03% | Add +4.5% | 65,285 | $14.7M |
| Bank Hapoalim BM | 1.93% | Add +8.2% | 63,341 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -17.5% | 63,330 | $14.3M |
| FIL Ltd | 0.01% | Reduce -36.4% | 60,745 | $13.7M |
| Jane Street Group, LLC | 0.02% | Reduce -91.0% | 60,408 | $13.6M |
| Surience Private Wealth LLC | 12.84% | New | 59,993 | $13.6M |
| Mariner, LLC | 0.03% | Add +9.8% | 59,671 | $13.5M |
| SG Americas Securities, LLC | 0.07% | Reduce -9.6% | 57,733 | $13.0M |
| 360 Financial, Inc. | 5.02% | Add +3.0% | 57,164 | $12.9M |
| Gray Foundation | 3.97% | No change | 56,301 | $12.7M |
| Legend Financial Advisors, Inc. | 8.98% | Add +0.7% | 54,858 | $12.4M |
| Portfolio Strategies, Inc. | 0.80% | Add +2.2% | 52,005 | $11.7M |
| MinichMacGregor Wealth Management, LLC | 2.87% | Add +19.1% | 48,952 | $11.3M |
| Montag A & Associates Inc. | 0.54% | Add +4.1% | 47,448 | $10.7M |
| Valley Wealth Managers, Inc. | 0.80% | Reduce -10.6% | 46,769 | $10.6M |
| Commerce Bank | 0.07% | Add +0.6% | 46,527 | $10.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.12% | Reduce -22.9% | 45,417 | $10.3M |
| Toth Financial Advisory Corp. | 1.28% | Reduce -1.1% | 45,225 | $10.2M |
| CMH Wealth Management LLC | 2.56% | Reduce -8.8% | 44,588 | $10.1M |
| Capital Investment Counsel, LLC | 2.14% | Add +86.8% | 44,171 | $10.0M |
| Chicago Wealth Management, Inc. | 5.89% | Reduce -8.6% | 43,902 | $9.9M |
| Clark Capital Management Group, Inc. | 0.07% | Add +389.8% | 41,198 | $9.3M |
| Financial Partners Group, Inc | 1.46% | Add +3.6% | 40,615 | $9.2M |
| Turim 21 Investimentos Ltda. | 2.33% | Reduce -65.5% | 40,578 | $9.2M |
| Barings LLC | 0.23% | New | 40,146 | $9.1M |
| Bank of Montreal | 0.00% | Add +677.5% | 40,144 | $9.1M |
| First National Corp. /Ma/ | 2.19% | Reduce -66.7% | 15,496 | $8.9M |
| Fulton Bank, N.A. | 0.36% | No change | 39,150 | $8.8M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.27% | New | 38,000 | $8.6M |
| Wellington Shields Capital Management, LLC | 1.58% | Add +20.1% | 37,077 | $8.4M |
| Kestra Private Wealth Services, LLC | 0.19% | Reduce -2.0% | 37,005 | $8.4M |
| Legacy Edge Advisors, LLC | 1.72% | Add +5.5% | 36,486 | $8.2M |
| Woodmont Investment Counsel LLC | 0.68% | No change | 35,850 | $8.1M |
| Novare Capital Management LLC | 0.71% | No change | 34,673 | $7.8M |
| Traynor Capital Management, Inc. | 0.73% | Reduce -4.3% | 34,137 | $7.7M |
| Lindbrook Capital, LLC | 0.71% | Reduce -1.6% | 33,768 | $7.6M |
| Meridian Wealth Management, LLC | 1.27% | Reduce -1.3% | 33,749 | $7.6M |
| Royal Fund Management, LLC | 0.85% | Add +0.1% | 32,807 | $7.4M |
| Strategic Blueprint, LLC | 0.51% | Add +4.7% | 31,587 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +10.8% | 30,512 | $6.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +23.2% | 30,483 | $6.9M |
| GTS Securities LLC | 0.18% | Add +58.0% | 29,678 | $6.7M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +25.7% | 28,915 | $6.5M |
| Sterling Manor Financial, LLC | 4.90% | Reduce -17.3% | 28,909 | $6.5M |
| KKM Financial LLC | 3.16% | Add +76.8% | 28,735 | $6.5M |
| Fisher Asset Management | 0.00% | Reduce -19.1% | 28,304 | $6.4M |
| Private Advisor Group, LLC | 0.05% | Add +7.3% | 28,091 | $6.3M |
| NewEdge Advisors, LLC | 0.05% | Reduce -3.3% | 27,295 | $6.2M |
| Independent Financial Group, LLC | 0.28% | Add +13.2% | 27,276 | $6.2M |
| Eagle Strategies LLC | 1.34% | New | 26,757 | $6.0M |
| David J Yvars Group | 4.07% | Add +4.3% | 26,713 | $6.0M |
| Avantax Advisory Services, Inc. | 0.05% | Add +21.9% | 26,579 | $6.0M |
| Spire Wealth Management | 0.11% | Add +16.0% | 25,995 | $5.9M |
| Focus Partners Wealth | 0.05% | Add +2092.9% | 25,723 | $5.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -45.3% | 25,661 | $5.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.18% | Reduce -93.7% | 25,631 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.1% | 24,705 | $5.6M |
| Lowe Brockenbrough & Co. Inc. | 0.38% | Reduce -16.3% | 24,631 | $5.6M |
| Alexander Labrunerie & Co., Inc. | 3.12% | — | 24,338 | $5.5M |
| Cresta Advisors, Ltd. | 3.47% | Add +2.0% | 24,247 | $5.5M |
| Concentrum Wealth Management | 2.48% | Add +2.1% | 23,749 | $5.4M |
| Florin Court Capital LLP | 4.62% | Reduce -11.2% | 23,700 | $5.4M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -9.4% | 23,664 | $5.3M |
| Absolute Capital Management, LLC | 3.40% | New | 23,550 | $5.3M |
| Well Done, LLC | 1.03% | Reduce -5.5% | 23,195 | $5.2M |
| Martin & Co. Inc. | 1.27% | Reduce -5.6% | 23,047 | $5.2M |
| Cadent Capital Advisors, LLC | 2.07% | Add +0.7% | 22,877 | $5.2M |
| IMC-Chicago, LLC | 0.18% | Reduce -86.6% | 22,739 | $5.1M |
| Kelly Financial Services LLC | 1.96% | Reduce -5.8% | 22,695 | $5.1M |
| Concord Investment Counsel Inc. | 1.79% | — | 21,962 | $5.0M |
| Cottonwood Capital Advisors, LLC | 3.79% | Reduce -4.7% | 22,176 | $4.8M |
| Blair William & Co. | 0.01% | Reduce -0.4% | 19,979 | $4.5M |
| Adams Wealth Management | 1.07% | Reduce -33.7% | 19,443 | $4.4M |
| Comerica Bank | 0.02% | Add +1.3% | 19,119 | $4.3M |
| Theory Financial LLC | 2.20% | Reduce -14.8% | 19,101 | $4.3M |
| Bristlecone Advisors, LLC | 0.38% | Add +10.8% | 19,062 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +1.7% | 18,498 | $4.2M |
| Prospera Financial Services Inc | 0.12% | Add +5.7% | 18,320 | $4.1M |
| Quadrature Capital Ltd | 0.07% | Add +644.4% | 18,289 | $4.1M |
| Cibc World Market Inc. | 0.01% | Add +9.8% | 18,276 | $4.1M |
| Creative Planning | 0.00% | Add +18.3% | 18,163 | $4.1M |
| Elevation Point Wealth Partners, LLC | 0.31% | Reduce -5.9% | 17,990 | $4.1M |
| Prostatis Group LLC | 1.51% | New | 17,603 | $4.0M |
| Jaffetilchin Investment Partners, LLC | 0.35% | Reduce -2.9% | 17,205 | $3.9M |
| Harbor Advisory Corp. | 1.32% | Reduce -1.5% | 17,145 | $3.9M |
| KFG Wealth Management, LLC | 1.58% | Add +985.8% | 16,971 | $3.8M |
| Norris Financial Group, LLC | 2.10% | Add +7.2% | 16,970 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -8.4% | 16,846 | $3.8M |
| Anchor Investment Management, LLC | 0.39% | Add +6.7% | 16,570 | $3.7M |
| Fermata Advisors, LLC | 0.83% | New | 16,318 | $3.7M |
| Northstar Advisory Group, LLC | 2.19% | Add +9.1% | 16,590 | $3.6M |
| Grant/GrossMendelsohn, LLC | 1.68% | New | 16,065 | $3.6M |
| Ratio Wealth Group | 0.66% | Add +3.7% | 15,636 | $3.5M |
| Sigma Planning Corp | 0.11% | Add +90.8% | 15,575 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.1% | 15,566 | $3.5M |
| Cutler Group LLC / CA | 1.77% | Add +52.9% | 15,533 | $3.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.30% | New | 15,423 | $3.5M |
| PFG Investments, LLC | 0.21% | Add +11.8% | 15,091 | $3.4M |
| Herbst Group, LLC | 2.02% | Add +3.6% | 14,444 | $3.3M |
| Lee Johnson Capital Management, LLC | 1.68% | New | 14,276 | $3.2M |
| Lido Advisors, LLC | 0.03% | Reduce -6.3% | 14,113 | $3.2M |
| Ewa, LLC | 1.43% | Reduce -22.6% | 14,434 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.9% | 14,003 | $3.2M |
| Credit Suisse AG/ | 0.00% | Add +212.9% | 13,828 | $3.1M |
| Wolverine Trading, LLC | 0.03% | Reduce -42.9% | 13,764 | $3.1M |
| Klingman & Associates, LLC | 0.21% | No change | 13,200 | $3.0M |
| Centaurus Financial, Inc. | 0.20% | Add +157.1% | 12,763 | $2.9M |
| Armor Investment Advisors, LLC | 1.35% | Reduce -1.9% | 12,442 | $2.8M |
| Bank of Nova Scotia | 0.01% | Reduce -17.8% | 12,355 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Add +16.8% | 12,247 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.9% | 12,238 | $2.8M |
| Retirement Planning Group, LLC | 0.21% | New | 12,068 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -2.2% | 12,039 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +12.1% | 11,981 | $2.7M |
| Magnus Financial Group LLC | 0.32% | Add +9.5% | 11,972 | $2.7M |
| Pennsylvania Capital Management Inc. | 1.11% | Reduce -23.1% | 11,891 | $2.7M |
| Gold Investment Management Ltd. | 1.08% | Add +0.7% | 11,776 | $2.7M |
| Sowell Financial Services LLC | 0.12% | New | 11,388 | $2.6M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -4.0% | 11,269 | $2.5M |
| Mirabella Financial Services LLP | 0.18% | New | 11,191 | $2.5M |
| Vienna Asset Management LLC | 2.30% | New | 11,178 | $2.5M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -30.1% | 11,113 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -3.9% | 11,068 | $2.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -1.2% | 11,012 | $2.5M |
| Money Concepts Capital Corp. | 0.22% | Add +31.8% | 10,737 | $2.4M |
| PFG Advisors | 0.18% | Reduce -1.9% | 10,697 | $2.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.29% | Reduce -2.8% | 10,677 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +1.0% | 10,625 | $2.4M |
| JPL Wealth Management, LLC | 1.32% | Add +19.0% | 10,566 | $2.4M |
| Freedom Investment Management, Inc. | 0.19% | Reduce -49.0% | 10,544 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +6.7% | 10,509 | $2.4M |
| Maven Securities LTD | 0.14% | Add +97.5% | 10,496 | $2.4M |
| Park Avenue Securities LLC | 0.03% | Add +470.9% | 10,361 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.02% | New | 10,220 | $2.3M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -3.6% | 10,132 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +23.1% | 9,961 | $2.3M |
| Composition Wealth, LLC | 0.06% | Reduce -2.6% | 9,957 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -61.6% | 9,930 | $2.2M |
| FMR LLC | 0.00% | Add +10.6% | 9,911 | $2.2M |
| First Financial Bank - Trust Division | 0.21% | Reduce -21.1% | 9,714 | $2.2M |
| EP Wealth Advisors, LLC | 0.03% | Add +4.1% | 9,616 | $2.2M |
| National Bank of Canada | 0.00% | Add +69.2% | 9,782 | $2.2M |
| Condor Capital Management | 0.21% | Reduce -0.2% | 9,527 | $2.2M |
| Tidal Investments LLC | 0.04% | Add +5.2% | 9,519 | $2.2M |
| Family Legacy, Inc. | 0.77% | Add +9.7% | 9,482 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +38.7% | 9,074 | $2.1M |
| Merit Financial Group, LLC | 0.05% | New | 9,427 | $2.0M |
| Avior Wealth Management, LLC | 0.09% | Add +34.3% | 8,892 | $2.0M |
| Twin Focus Capital Partners, LLC | 0.37% | No change | 8,655 | $2.0M |
| Banque Cantonale Vaudoise | 0.08% | Reduce -35.2% | 8,624 | $1.9M |
| Stonebridge Financial Planning Group, LLC | 1.03% | Reduce -2.7% | 8,625 | $1.9M |
| Y.D. More Investments Ltd | 0.34% | Add +1.9% | 8,562 | $1.9M |
| Stephens Inc. | 0.03% | Add +0.9% | 8,537 | $1.9M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +38.6% | 8,398 | $1.9M |
| Brookstone Capital Management | 0.03% | Add +24.1% | 8,229 | $1.9M |
| Sunbelt Securities, Inc. | 0.21% | Reduce -2.2% | 8,210 | $1.9M |
| Essex Financial Services, Inc. | 0.17% | Add +6.5% | 8,181 | $1.8M |
| Forte Asset Management LLC | 1.09% | Reduce -6.1% | 7,977 | $1.8M |
| Rockland Trust Co. | 0.09% | Reduce -21.0% | 7,929 | $1.8M |
| City Holding Co. | 0.27% | Reduce -19.6% | 7,914 | $1.8M |
| Quantbot Technologies LP | 0.10% | Reduce -34.0% | 7,862 | $1.8M |
| Roman Butler Fullerton & Co. | 0.66% | Reduce -13.7% | 8,694 | $1.8M |
| Apeiron RIA LLC | 0.50% | Reduce -1.6% | 7,702 | $1.7M |
| Creative Financial Designs Inc. | 0.16% | Add +41.9% | 7,649 | $1.7M |
| Mirabaud & Cie SA | 0.60% | No change | 7,500 | $1.7M |
| NewEdge Wealth, LLC | 0.04% | Reduce -6.0% | 7,939 | $1.7M |
| Matrix Trust Co | 0.38% | New | 7,341 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -15.9% | 7,287 | $1.6M |
| Gimbal Financial | 1.31% | Reduce -35.7% | 7,107 | $1.6M |
| Harmony Asset Management LLC | 0.66% | Add +30.5% | 7,035 | $1.6M |
| Nikulski Financial, Inc. | 0.51% | Add +15.4% | 6,861 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -79.1% | 6,747 | $1.5M |
| Verde Servicos Internacionais S.A. | 0.58% | New | 6,730 | $1.5M |
| Howard Capital Management, LLC | 0.16% | Add +18.9% | 6,671 | $1.5M |
| Main Management LLC | 0.13% | Add +8.5% | 6,602 | $1.5M |
| Vontobel Holding Ltd. | 0.01% | Reduce -7.9% | 6,420 | $1.5M |
| Capital Market Strategies LLC | 1.11% | Add +0.5% | 6,403 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +124.1% | 6,373 | $1.4M |
| Intellectus Partners, LLC | 0.38% | No change | 6,354 | $1.4M |
| Robinson Value Management, Ltd. | 0.94% | Reduce -0.9% | 6,224 | $1.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +159.3% | 6,193 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.40% | Reduce -0.7% | 6,141 | $1.4M |
| Safeguard Investment Advisory Group, LLC | 0.46% | Reduce -11.9% | 6,033 | $1.4M |
| Beacon Financial Planning, Inc. | 0.95% | Add +92.0% | 5,996 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Reduce -2.5% | 5,957 | $1.3M |
| Lokken Investment Group LLC | 0.67% | New | 5,956 | $1.3M |
| Insight Wealth Partners, LLC | 0.87% | Add +19.7% | 5,937 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -1.8% | 5,888 | $1.3M |
| Washburn Capital Management, Inc. | 0.98% | Reduce -8.4% | 5,865 | $1.3M |
| Keel Point, LLC | 0.13% | Reduce -3.9% | 5,717 | $1.3M |
| InterOcean Capital Group, LLC | 0.03% | Reduce -0.8% | 5,610 | $1.3M |
| Lincoln National Corp. | 0.02% | Add +42.1% | 5,559 | $1.3M |
| Prosperity Financial Group, Inc. | 0.78% | Reduce -26.0% | 5,556 | $1.3M |
| Corrado Advisors, LLC | 0.82% | New | 5,494 | $1.2M |
| Kovack Advisors, Inc. | 0.15% | Reduce -1.7% | 5,448 | $1.2M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -1.4% | 5,360 | $1.2M |
| Avitas Wealth Management LLC | 0.18% | Reduce -1.2% | 5,357 | $1.2M |
| Steele Capital Management, Inc. | 0.07% | Add +12.5% | 5,302 | $1.2M |
| Scotia Capital Inc. | 0.01% | Reduce -27.3% | 5,289 | $1.2M |
| Sargent Investment Group, LLC | 0.26% | No change | 5,250 | $1.2M |
| Wealthstream Advisors, Inc. | 0.45% | Add +0.1% | 5,236 | $1.2M |
| Continuum Advisory, LLC | 0.18% | Add +13.1% | 5,405 | $1.2M |
| Retirement Capital Strategies | 0.48% | New | 5,171 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.50% | Add +2.0% | 5,144 | $1.2M |
| NorthStar Asset Management LLC | 0.87% | Add +0.7% | 5,080 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -11.6% | 5,026 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 5,031 | $1.1M |
| Valeo Financial Advisors, LLC | 0.04% | Add +25.1% | 5,436 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +273.6% | 4,987 | $1.1M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -1.2% | 4,974 | $1.1M |
| Monetary Management Group Inc. | 0.31% | Add +6.5% | 4,890 | $1.1M |
| Walleye Trading LLC | 0.02% | Reduce -56.6% | 4,887 | $1.1M |
| Townsquare Capital LLC | 0.02% | Reduce -7.8% | 4,885 | $1.1M |
| Hartline Investment Corp./ | 0.19% | New | 4,824 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +2.4% | 4,824 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +9.4% | 4,729 | $1.1M |
| Keystone Financial Group | 0.15% | Reduce -1.4% | 4,672 | $1.1M |
| Realta Investment Advisors | 0.22% | Add +167.2% | 4,658 | $1.1M |
| Principle Wealth Partners LLC | 0.08% | Add +1.8% | 4,645 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +1.0% | 4,631 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.06% | No change | 4,611 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -7.0% | 4,594 | $1.0M |
| Allworth Financial LP | 0.01% | Add +9.6% | 4,590 | $1.0M |
| Telos Capital Management, Inc. | 0.12% | Reduce -0.7% | 4,565 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +45.0% | 4,553 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Add +100.3% | 4,549 | $1.0M |
| Bison Wealth, LLC | 0.17% | Reduce -4.0% | 4,518 | $1.0M |
| StoneCrest Wealth Management, Inc. | 0.88% | Reduce -1.0% | 4,509 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.9% | 4,449 | $1.0M |
| Triton Financial Group Inc | 0.71% | Add +0.7% | 4,445 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +9.6% | 4,431 | $1.0M |
| IHT Wealth Management, LLC | 0.04% | Add +13.7% | 4,388 | $991K |
| Muirfield Wealth Advisors LLC | 0.95% | Reduce -15.6% | 4,359 | $985K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +0.3% | 4,266 | $964K |
| First Horizon Advisors, Inc. | 0.03% | Reduce -0.6% | 4,245 | $959K |
| Afg Fiduciary Services Limited Partnership | 0.70% | Reduce -20.0% | 4,200 | $943K |
| Kesler, Norman & Wride, LLC | 0.20% | Reduce -26.0% | 4,152 | $938K |
| Western Wealth Management, LLC | 0.07% | Reduce -0.8% | 4,114 | $929K |
| Bank of New York Mellon Corp | 0.00% | Add +38.6% | 4,016 | $907K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -51.3% | 1,903 | $905K |
| Genesee Capital Advisors, LLC | 0.49% | Add +7.0% | 3,966 | $896K |
| Spinnaker Trust | 0.06% | Add +42.2% | 3,941 | $890K |
| Equitable Trust Co. | 0.06% | No change | 3,936 | $889K |
| Perigon Wealth Management, LLC | 0.03% | Reduce -11.7% | 3,912 | $884K |
| Blue Chip Partners, LLC | 0.09% | Add +0.1% | 3,908 | $883K |
| Mackenzie Financial Corp. | 0.00% | New | 3,880 | $877K |
| Financial Management Professionals, Inc. | 0.13% | Reduce -5.7% | 3,877 | $876K |
| Balyasny Asset Management L.P. | 0.00% | Add +31.2% | 3,873 | $875K |
| Great Valley Advisor Group, Inc. | 0.03% | Add +41.3% | 3,865 | $873K |
| Resolute Wealth Strategies, LLC | 0.52% | Add +4.3% | 3,766 | $851K |
| International Assets Investment Management, LLC | 0.09% | Reduce -2.3% | 3,708 | $847K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -18.6% | 3,747 | $847K |
| D.A. Davidson & Co. | 0.01% | New | 3,731 | $843K |
| Synovus Financial Corp. | 0.01% | Reduce -3.8% | 3,687 | $835K |
| HSBC Holdings PLC | 0.00% | New | 3,679 | $831K |
| Ironwood Financial, llc | 0.19% | Reduce -1.0% | 3,633 | $821K |
| Joseph P. Lucia & Associates, LLC | 0.44% | Add +10.2% | 3,620 | $818K |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.2% | 3,618 | $817K |
| Beacon Financial Advisory LLC | 0.40% | Reduce -11.3% | 3,599 | $813K |
| Cwm, LLC | 0.00% | Add +90.4% | 3,587 | $810K |
| Trexquant Investment LP | 0.02% | Reduce -11.8% | 3,578 | $808K |
| Symmetry Investments LP | 0.08% | New | 3,560 | $804K |
| Mutual Advisors, LLC | 0.03% | Reduce -52.8% | 3,556 | $803K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 3,534 | $798K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -5.1% | 3,459 | $781K |
| National Philanthropic Trust | 0.02% | No change | 3,447 | $779K |
| Capital Management Associates | 0.92% | Add +30.9% | 3,420 | $773K |
| First Heartland Consultants, Inc. | 0.08% | Add +13.1% | 3,418 | $772K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -20.5% | 3,342 | $755K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +39.0% | 3,336 | $754K |
| Founders Financial Securities LLC | 0.08% | Add +2.6% | 3,318 | $750K |
| Phoenix Financial Ltd. | 0.01% | New | 3,303 | $746K |
| Pacific Center for Financial Services | 0.21% | Add +53.8% | 3,289 | $743K |
| McAdam, LLC | 0.05% | Add +29.5% | 3,279 | $741K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +0.7% | 3,276 | $740K |
| Albion Financial Group | 0.06% | Reduce -3.0% | 3,239 | $732K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +21346.7% | 3,217 | $727K |
| Advisory Alpha, LLC | 0.03% | Reduce -7.3% | 3,205 | $724K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +39.3% | 3,189 | $720K |
| Midwest Financial Group LLC | 0.48% | New | 3,176 | $717K |
| Citadel Advisors | 0.00% | Reduce -98.9% | 3,163 | $715K |
| Independent Wealth Network Inc. | 0.33% | Add +22.5% | 3,113 | $703K |
| Savant Capital, LLC | 0.01% | Reduce -3.6% | 3,110 | $703K |
| Davis Investment Partners, LLC | 0.30% | Add +24.2% | 3,149 | $694K |
| MAI Capital Management | 0.01% | No change | 3,049 | $689K |
| SpiderRock Advisors, LLC | 0.02% | — | 3,120 | $682K |
| RDA Financial Network | 0.23% | No change | 2,991 | $676K |
| WealthCare Investment Partners, LLC | 0.32% | Add +72.8% | 2,966 | $670K |
| Fortitude Advisory Group L.L.C. | 0.38% | Reduce -1.1% | 2,957 | $668K |
| GSG Advisors LLC | 0.25% | Add +0.1% | 2,961 | $668K |
| Insigneo Advisory Services, LLC | 0.08% | Add +3.2% | 2,913 | $658K |
| Northeast Financial Consultants Inc | 0.03% | Add +84.9% | 2,873 | $649K |
| NorthCoast Asset Management LLC | 0.01% | New | 2,871 | $649K |
| Ellis Investment Partners, LLC | 0.14% | New | 2,854 | $645K |
| Kraematon Investment Advisors, Inc. | 0.65% | New | 2,840 | $642K |
| Signet Financial Management, LLC | 0.09% | Add +2.2% | 2,806 | $634K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -13.8% | 2,803 | $633K |
| Westside Investment Management, Inc. | 0.15% | Reduce -1.0% | 2,778 | $628K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -98.1% | 2,757 | $623K |
| Csenge Advisory Group | 0.03% | Reduce -35.8% | 2,754 | $622K |
| Concentric Wealth Management, LLC | 0.17% | New | 2,745 | $620K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 2,736 | $618K |
| Cresset Asset Management, LLC | 0.00% | Reduce -41.7% | 2,734 | $618K |
| Goldstream Capital Management Ltd | 0.35% | New | 2,730 | $617K |
| CIBC Private Wealth Group LLC | 0.00% | Add +85.3% | 2,691 | $614K |
| Ehrlich Financial Group | 0.52% | New | 2,715 | $613K |
| Verus Capital Partners, LLC | 0.07% | Reduce -8.5% | 2,690 | $608K |
| Principal Securities, Inc. | 0.02% | Add +60.2% | 2,687 | $607K |
| Independence Bank of Kentucky | 0.18% | Reduce -3.0% | 2,662 | $601K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +7.8% | 2,637 | $596K |
| Focus Financial Network, Inc. | 0.03% | — | 2,865 | $592K |
| Apollon Financial, LLC | 0.20% | Add +0.3% | 2,618 | $592K |
| Cookson Peirce & Co. Inc. | 0.03% | No change | 2,618 | $591K |
| Global Retirement Partners, LLC | 0.02% | Reduce -14.5% | 2,613 | $590K |
| Allie Family Office LLC | 0.34% | Reduce -14.7% | 2,529 | $571K |
| Goodman Advisory Group, LLC | 0.18% | New | 2,461 | $556K |
| Brown Advisory Inc. | 0.00% | Add +34.9% | 2,432 | $549K |
| Obermeyer Wealth Partners | 0.03% | Add +24.5% | 2,406 | $544K |
| Raymond James Trust N.A. | 0.01% | Reduce -3.0% | 2,406 | $544K |
| Accredited Investors Inc. | 0.03% | Add +0.4% | 2,362 | $534K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +7.5% | 2,361 | $533K |
| Atom Investors LP | 0.07% | Add +24.8% | 2,354 | $532K |
| Gsa Capital Partners LLP | 0.04% | Reduce -22.4% | 2,352 | $531K |
| Oxinas Partners, LLC | 0.34% | New | 2,328 | $526K |
| Lodestar Private Asset Management LLC | 0.07% | Add +4.2% | 2,322 | $525K |
| Carnegie Investment Counsel | 0.02% | Reduce -1.8% | 2,319 | $524K |
| Red Spruce Capital, LLC | 0.24% | New | 2,280 | $515K |
| Paragon Private Wealth Management, LLC | 0.30% | Add +13.5% | 2,268 | $512K |
| Delta Investment Management, LLC | 0.12% | Reduce -0.1% | 2,241 | $506K |
| PSI Advisors, LLC | 0.18% | Reduce -8.7% | 2,236 | $505K |
| World Investment Advisors | 0.07% | New | 2,217 | $501K |
| National Wealth Management Group, LLC | 0.39% | Add +4.7% | 2,205 | $498K |
| Waverly Advisors, LLC | 0.01% | Reduce -8.8% | 2,191 | $495K |
| Private Wealth Advisors, LLC | 0.21% | Reduce -1.8% | 2,190 | $495K |
| New England Private Wealth Advisors LLC | 0.09% | New | 2,184 | $493K |
| Biondo Investment Advisors, LLC | 0.08% | New | 2,175 | $491K |
| SOA Wealth Advisors, LLC. | 0.10% | Reduce -0.2% | 2,168 | $490K |
| Blackston Financial Advisory Group, LLC | 0.32% | New | 2,136 | $483K |
| Summit X, LLC | 0.12% | Reduce -20.9% | 2,121 | $479K |
| SVB Wealth LLC | 0.01% | New | 2,112 | $477K |
| Global Assets Advisory, LLC | 0.29% | New | 2,082 | $475K |
| HB Wealth Management, LLC | 0.01% | No change | 2,100 | $474K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -44.0% | 2,100 | $474K |
| Edgestream Partners, L.P. | 0.02% | Reduce -42.6% | 2,096 | $474K |
| Bay Harbor Wealth Management, LLC | 0.17% | No change | 2,082 | $470K |
| Kathmere Capital Management, LLC | 0.05% | New | 2,040 | $461K |
| Rathbones Group PLC | 0.00% | No change | 2,019 | $456K |
| Financial Advocates Investment Management | 0.03% | Reduce -62.1% | 13,291 | $453K |
| Apexium Financial, LP | 0.03% | No change | 2,001 | $452K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -9.5% | 1,957 | $442K |
| SageView Advisory Group, LLC | 0.02% | Add +281.4% | 14,781 | $441K |
| Apella Capital, LLC | 0.02% | Add +9.2% | 1,950 | $438K |
| Trilogy Capital Inc. | 0.03% | Add +51.5% | 1,932 | $436K |
| Eudaimonia Partners, LLC | 0.10% | Reduce -2.6% | 1,925 | $435K |
| ProVise Management Group, LLC | 0.04% | Add +0.3% | 1,920 | $434K |
| Spectrum Wealth Counsel, LLC | 0.05% | Reduce -93.6% | 1,905 | $430K |
| CX Institutional | 0.02% | Add +6907.4% | 1,892 | $427K |
| Arkadios Wealth Advisors | 0.03% | Add +5.5% | 1,887 | $426K |
| Spreng Capital Management, Inc. | 0.23% | No change | 1,884 | $426K |
| Madrona Financial Services, LLC | 0.15% | No change | 1,881 | $425K |
| BNP Paribas | 0.02% | — | 1,874 | $423K |
| IFP Advisors, Inc | 0.02% | Add +29.8% | 1,858 | $420K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -6.1% | 1,851 | $418K |
| Caprock Group, LLC | 0.02% | No change | 1,836 | $415K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 1,836 | $415K |
| Front Row Advisors LLC | 0.15% | Add +2.2% | 1,791 | $405K |
| Walleye Capital LLC | 0.00% | Reduce -81.2% | 1,786 | $403K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -26.5% | 1,779 | $402K |
| Strategic Financial Concepts, LLC | 0.10% | New | 1,779 | $402K |
| Pine Harbor Wealth Management, LLC | 0.25% | Add +0.1% | 1,772 | $400K |
| RB Capital Management, LLC | 0.11% | Add +0.1% | 1,772 | $400K |
| Empower Advisory Group, LLC | 0.00% | Add +1.6% | 1,737 | $392K |
| AE Wealth Management LLC | 0.00% | Reduce -94.8% | 1,730 | $391K |
| Diversified Trust Co. | 0.01% | New | 1,728 | $390K |
| Retirement Group, LLC | 0.14% | Add +77.6% | 1,726 | $390K |
| First Manhattan Co. Llc. | 0.00% | Add +131.7% | 1,710 | $386K |
| Wealthstar Advisors, LLC | 0.13% | Add +6.3% | 1,680 | $380K |
| Virtue Capital Management, LLC | 0.07% | Reduce -51.9% | 1,727 | $379K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.2% | 1,677 | $379K |
| American Institute for Advanced Investment Management, LLP | 0.30% | Add +3.3% | 1,664 | $376K |
| Banque Pictet & Cie SA | 0.00% | No change | 1,650 | $373K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -5.2% | 1,644 | $371K |
| Choreo, LLC | 0.01% | No change | 1,641 | $371K |
| White Lighthouse Investment Management Inc. | 0.08% | Reduce -2.7% | 1,641 | $371K |
| Essex LLC | 0.09% | Reduce -3.5% | 1,635 | $369K |
| Secure Asset Management, LLC | 0.09% | New | 1,632 | $369K |
| Executive Wealth Management, LLC | 0.03% | Reduce -0.3% | 1,613 | $368K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.1% | 1,625 | $367K |
| Keebeck Wealth Management | 0.05% | No change | 1,620 | $366K |
| Natixis | 0.00% | New | 1,600 | $361K |
| Ignite Planners, LLC | 0.10% | Reduce -46.4% | 1,574 | $359K |
| Psagot Value Holdings Ltd. / (Israel) | 3.26% | Reduce -4.5% | 1,587 | $359K |
| Continental Investors Services, Inc. | 0.85% | No change | 1,564 | $357K |
| N.E.W. Advisory Services LLC | 0.04% | New | 1,572 | $355K |
| HF Advisory Group, LLC | 0.20% | Add +4.2% | 1,563 | $353K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 1,560 | $352K |
| Sycomore Asset Management | 0.08% | New | 1,540 | $351K |
| Activest Wealth Management | 0.17% | No change | 1,552 | $351K |
| Avaii Wealth Management, LLC | 0.21% | Reduce -1.0% | 1,551 | $350K |
| Buttonwood Financial Advisors Inc. | 0.16% | Reduce -0.6% | 1,544 | $349K |
| Terra Nova Asset Management LLC | 0.28% | Add +24.3% | 1,536 | $347K |
| Hilltop Holdings Inc. | 0.04% | Reduce -1.9% | 1,527 | $345K |
| Assetmark, Inc. | 0.00% | Reduce -99.5% | 1,511 | $341K |
| Holderness Investments Co. | 0.08% | No change | 1,509 | $341K |
| Merrion Investment Management Co, LLC | 0.24% | No change | 1,500 | $339K |
| Graham Capital Management, L.P. | 0.02% | New | 1,500 | $339K |
| RFG Advisory, LLC | 0.01% | Add +0.7% | 1,495 | $338K |
| Brighton Jones LLC | 0.01% | Add +12.4% | 1,491 | $337K |
| Modera Wealth Management, LLC | 0.01% | No change | 1,446 | $327K |
| Stelac Advisory Services LLC | 0.15% | No change | 1,425 | $322K |
| Aviance Capital Partners, LLC | 0.05% | Add +26.7% | 1,422 | $321K |
| Willner & Heller, LLC | 0.32% | Add +34.6% | 1,421 | $321K |
| LM Advisors LLC | 0.06% | No change | 1,416 | $320K |
| Welch & Forbes LLC | 0.00% | No change | 1,398 | $316K |
| Whalerock Point Partners, LLC | 0.09% | No change | 1,395 | $315K |
| Sweeney & Michel, LLC | 0.14% | — | 1,375 | $309K |
| XTX Topco Ltd | 0.04% | New | 1,363 | $308K |
| Regal Investment Advisors LLC | 0.02% | Reduce -24.5% | 1,362 | $308K |
| Strategic Wealth Partners, Ltd. | 0.03% | New | 1,362 | $308K |
| KCM Investment Advisors LLC | 0.01% | Reduce -4.4% | 1,359 | $307K |
| Novak & Powell Financial Services, Inc. | 0.23% | No change | 1,350 | $305K |
| Basso Capital Management, L.P. | 0.29% | Reduce -20.0% | 1,347 | $304K |
| Rinkey Investments | 0.11% | No change | 1,347 | $304K |
| Pathway Financial Advisers, LLC | 0.11% | Add +3.5% | 1,323 | $299K |
| Concorde Asset Management, LLC | 0.20% | New | 1,308 | $297K |
| Financial Counselors Inc. | 0.01% | Add +3.6% | 1,305 | $295K |
| Trust Point Inc. | 0.02% | No change | 1,296 | $293K |
| Gerber, LLC | 0.25% | Reduce -38.5% | 1,292 | $292K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -66.7% | 506 | $292K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,284 | $290K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -98.5% | 1,284 | $289K |
| Heirloom Wealth Management | 0.10% | Reduce -3.9% | 1,277 | $289K |
| Busey Bank | 0.01% | No change | 1,272 | $287K |
| Liberty Wealth Management LLC | 0.06% | Add +12.9% | 1,257 | $284K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,245 | $281K |
| Pathstone Holdings, LLC | 0.00% | Reduce -41.7% | 1,213 | $274K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 1,206 | $272K |
| WBH Advisory Inc. | 0.03% | No change | 1,200 | $271K |
| Dakota Wealth Management | 0.01% | New | 1,200 | $271K |
| Capital CS Group, LLC | 0.27% | New | 1,196 | $270K |
| Nwam LLC | 0.02% | No change | 1,222 | $270K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -2.0% | 1,194 | $270K |
| WFA Asset Management Corp | 0.14% | Add +247.4% | 1,188 | $268K |
| Colonial Trust Co / SC | 0.05% | No change | 1,188 | $268K |
| O'ROURKE & COMPANY, Inc | 0.16% | New | 1,186 | $268K |
| Choate Investment Advisors | 0.01% | No change | 1,185 | $268K |
| AllSquare Wealth Management LLC | 0.15% | No change | 1,170 | $264K |
| Journey Advisory Group, LLC | 0.03% | Reduce -3.3% | 1,160 | $262K |
| Hazlett, Burt & Watson, Inc. | 0.16% | No change | 1,145 | $259K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 1,135 | $256K |
| Uptick Partners, LLC | 0.20% | Reduce -7.8% | 1,134 | $256K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -1.3% | 1,125 | $254K |
| Councilmark Asset Management, LLC | 0.18% | — | 1,125 | $254K |
| Outlook Wealth Advisors, LLC | 0.08% | New | 1,125 | $254K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 1,124 | $254K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 1,113 | $251K |
| Obsidian Cio, LLC | 0.06% | New | 1,113 | $251K |
| Fielder Capital Group LLC | 0.11% | No change | 1,104 | $249K |
| Jacobi Capital Management LLC | 0.02% | Reduce -2.6% | 1,101 | $249K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 1,080 | $247K |
| MWA Asset Management | 0.18% | Add +4.4% | 1,090 | $246K |
| NorthRock Partners, LLC | 0.01% | No change | 1,084 | $245K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,078 | $243K |
| Cypress Wealth Services, LLC | 0.06% | No change | 1,074 | $243K |
| Waldron Private Wealth LLC | 0.01% | Reduce -3.1% | 1,070 | $242K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -17.4% | 1,071 | $242K |
| One Capital Management, LLC | 0.01% | New | 1,065 | $241K |
| Tandem Capital Management Corp. | 0.14% | Reduce -6.6% | 1,059 | $239K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 1,043 | $236K |
| Heritage Wealth Management, LLC | 0.12% | New | 1,035 | $234K |
| Glenview Trust Co | 0.01% | Reduce -15.6% | 1,030 | $233K |
| Cedar Wealth Management, LLC | 0.08% | New | 1,025 | $232K |
| Mission Wealth Management, LP | 0.01% | New | 1,022 | $231K |
| Neuberger Berman Group LLC | 0.00% | New | 1,014 | $229K |
| Astoria Portfolio Advisors LLC. | 0.09% | New | 1,056 | $227K |
| Patten & Patten Inc. | 0.02% | Reduce -9.5% | 1,005 | $227K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -33.3% | 1,000 | $226K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -28.9% | 999 | $226K |
| Interchange Capital Partners, LLC | 0.15% | New | 973 | $225K |
| Southern Capital Advisors, LLC | 0.14% | New | 989 | $224K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -7.2% | 988 | $223K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +47.5% | 978 | $221K |
| Sandy Spring Bank | 0.01% | Reduce -0.1% | 968 | $219K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -70.7% | 967 | $218K |
| Tempus Wealth Planning, LLC | 0.10% | New | 963 | $218K |
| CreativeOne Wealth, LLC | 0.01% | New | 960 | $217K |
| Cedar Brook Financial Partners, LLC | 0.04% | New | 957 | $216K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 955 | $216K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -39.0% | 953 | $215K |
| Wbi Investments, LLC | 0.04% | New | 942 | $213K |
| Yarger Wealth Strategies, LLC | 0.14% | New | 941 | $213K |
| Chicago Capital, LLC | 0.01% | New | 939 | $212K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 936 | $212K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 936 | $212K |
| Shared Vision Wealth Group LLC | 0.13% | New | 927 | $209K |
| Boston Financial Mangement LLC | 0.01% | New | 920 | $208K |
| Essex Bank | 0.06% | Reduce -66.7% | 358 | $206K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | New | 911 | $206K |
| Princeton Capital Management LLC | 0.07% | Reduce -18.5% | 910 | $206K |
| Legacy Financial Group, Inc. | 0.08% | New | 900 | $203K |
| Arrowroot Family Office, LLC | 0.13% | New | 900 | $203K |
| Lowery Thomas, LLC | 0.16% | New | 899 | $203K |
| Leo Wealth, LLC | 0.02% | New | 885 | $201K |
| Procyon Advisors, LLC | 0.02% | New | 888 | $201K |
| Swisher Financial Concepts, Inc. | 0.17% | New | 905 | $200K |
| Fernwood Investment Management, LLC | 0.06% | New | 885 | $200K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4816.7% | 885 | $200K |
| Sound Income Strategies, LLC | 0.01% | New | 881 | $199K |
| Private Trust Co. NA | 0.02% | Add +29.5% | 843 | $191K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 827 | $187K |
| Capital Analysts, LLC | 0.01% | Add +221.0% | 809 | $182K |
| CoreCap Advisors, LLC | 0.01% | New | 799 | $181K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.1% | 751 | $170K |
| Vestor Capital, LLC | 0.01% | No change | 702 | $159K |
| CENTRAL TRUST Co | 0.00% | No change | 645 | $146K |
| Tyler-Stone Wealth Management | 0.06% | Add +2.5% | 621 | $140K |
| Carmichael Hill & Associates, Inc. | 0.06% | Add +0.2% | 604 | $136K |
| Elevate Wealth Advisory, Inc. | 0.12% | No change | 600 | $136K |
| Oakworth Capital, Inc. | 0.01% | No change | 600 | $136K |
| NFSG Corp | 0.06% | Reduce -12.6% | 582 | $132K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.8% | 566 | $128K |
| Hollencrest Capital Management | 0.01% | Reduce -0.2% | 557 | $126K |
| Silicon Valley Capital Partners | 0.02% | Reduce -47.8% | 551 | $125K |
| Archer Investment Corp | 0.04% | No change | 543 | $123K |
| Tacita Capital Inc | 0.08% | No change | 540 | $122K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 540 | $122K |
| Valley National Advisers Inc. | 0.02% | New | 536 | $121K |
| Matrix Private Capital Group LLC | 0.08% | Add +26.2% | 530 | $120K |
| Trust Co. of Vermont | 0.01% | Reduce -12.5% | 525 | $119K |
| Ancora Advisors LLC | 0.00% | New | 511 | $116K |
| Arax Advisory Partners | 0.01% | Reduce -5.6% | 507 | $115K |
| Farther Finance Advisors, LLC | 0.01% | Add +54.2% | 495 | $113K |
| Global Wealth Strategies & Associates | 0.04% | Add +10.0% | 495 | $112K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -49.2% | 486 | $110K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -66.2% | 471 | $106K |
| Credit Agricole S A | 0.00% | Add +172.3% | 482 | $100K |
| Avondale Wealth Management | 0.07% | New | 411 | $93K |
| JTC Employer Solutions Trustee Ltd | 0.01% | New | 400 | $90K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | New | 384 | $87K |
| Salem Investment Counselors Inc. | 0.00% | No change | 378 | $85K |
| Clear Investment Research, LLC | 0.11% | No change | 363 | $82K |
| Canton Hathaway, LLC | 0.02% | No change | 348 | $79K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -66.7% | 134 | $77K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +17.2% | 320 | $72K |
| Wellington Shields & Co., LLC | 0.02% | No change | 309 | $70K |
| WASHINGTON TRUST Co | 0.00% | Add +37.3% | 309 | $70K |
| Advanced Asset Management Advisors Inc | 0.02% | Reduce -0.3% | 308 | $70K |
| Element Wealth, LLC | 0.04% | No change | 300 | $68K |
| Ransom Advisory, Ltd | 0.04% | — | 300 | $68K |
| Manchester Capital Management LLC | 0.01% | No change | 300 | $68K |
| Creekmur Asset Management LLC | 0.02% | No change | 297 | $67K |
| Clear Point Advisors Inc. | 0.05% | New | 282 | $64K |
| Macroview Investment Management LLC | 0.07% | Add +74.2% | 277 | $63K |
| TruNorth Capital Management, LLC | 0.02% | — | 269 | $61K |
| Barometer Capital Management Inc. | 0.02% | Reduce -89.6% | 282 | $60K |
| Howe & Rusling Inc. | 0.01% | Reduce -4.3% | 264 | $60K |
| Gradient Investments LLC | 0.00% | No change | 255 | $58K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 250 | $56K |
| Lanark Financial, Inc. | 0.01% | No change | 249 | $56K |
| Vima LLC | 0.06% | Reduce -56.6% | 125 | $56K |
| Cambridge Trust Co. | 0.00% | No change | 240 | $54K |
| Beacon Capital Management, LLC | 0.01% | Add +9.3% | 236 | $53K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.2% | 236 | $53K |
| Heritage Wealth Advisors | 0.00% | Reduce -27.8% | 234 | $53K |
| Optimum Investment Advisors | 0.02% | No change | 231 | $52K |
| Biltmore Family Office, LLC | 0.01% | New | 230 | $52K |
| Asset Dedication, LLC | 0.00% | No change | 225 | $51K |
| Pittenger & Anderson Inc. | 0.00% | No change | 225 | $51K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +30.4% | 219 | $49K |
| Signaturefd, LLC | 0.00% | Add +44.7% | 217 | $49K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 213 | $48K |
| EPG Wealth Management LLC | 0.01% | No change | 210 | $47K |
| Tsfg, LLC | 0.01% | Reduce -3.0% | 192 | $43K |
| GAMMA Investing LLC | 0.01% | No change | 186 | $42K |
| Tortoise Investment Management, LLC | 0.00% | New | 177 | $40K |
| VitalStone Financial, LLC | 0.03% | Add +406.1% | 167 | $38K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +16.7% | 168 | $38K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 165 | $37K |
| Highline Wealth Partners LLC | 0.01% | New | 162 | $37K |
| Impact Partnership Wealth, LLC | 0.01% | No change | 150 | $34K |
| LRI Investments, LLC | 0.01% | — | 150 | $34K |
| Duncker Streett & Co. Inc. | 0.01% | New | 150 | $34K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $34K |
| Morling Financial Advisors, LLC | 0.02% | No change | 126 | $28K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | No change | 114 | $26K |
| Blue Trust, Inc. | 0.00% | Reduce -5.1% | 111 | $25K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -12.2% | 108 | $24K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 108 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.0% | 105 | $24K |
| SJS Investment Consulting Inc. | 0.00% | New | 105 | $24K |
| BlackRock Inc. | 0.00% | No change | 105 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +18.5% | 96 | $22K |
| SouthState Bank Corp | 0.00% | No change | 96 | $22K |
| Integrity Financial Corp | 0.01% | Add +30.6% | 94 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 90 | $20K |
| Venturi Wealth Management, LLC | 0.00% | Add +440.0% | 81 | $18K |
| First PREMIER Bank | 0.00% | No change | 75 | $17K |
| Central Pacific Bank - Trust Division | 0.00% | — | 73 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -21.9% | 75 | $16K |
| Mma Asset Management LLC | 0.01% | New | 71 | $16K |
| Clearstead Advisors, LLC | 0.00% | No change | 66 | $15K |
| Gould Capital, LLC | 0.01% | Reduce -83.2% | 63 | $14K |
| Joseph Group Capital Management | 0.01% | New | 60 | $14K |
| AlphaCore Capital LLC | 0.00% | Reduce -90.8% | 57 | $13K |
| Tidemark, LLC | 0.01% | No change | 54 | $12K |
| FSA Wealth Management LLC | 0.01% | No change | 54 | $12K |
| Parallel Advisors, LLC | 0.00% | Reduce -73.8% | 51 | $12K |
| McClarren Financial Advisors, Inc. | 0.01% | No change | 45 | $10K |
| Coston, McIsaac & Partners | 0.00% | New | 47 | $10K |
| Family Manage LLC | 0.00% | New | 42 | $9K |
| Russell Investments Group, Ltd. | 0.00% | No change | 42 | $9K |
| Mather Group, Llc. | 0.00% | New | 16 | $9K |
| CVA Family Office, LLC | 0.00% | No change | 39 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +2.8% | 37 | $8K |
| Aspect Partners, LLC | 0.01% | No change | 36 | $8K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 33 | $7K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 34 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 27 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 24 | $6K |
| Field & Main Bank | 0.00% | New | 24 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 24 | $5K |
| Bollard Group LLC | 0.00% | Add +9.5% | 23 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 18 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 18 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -77.8% | 16 | $4K |
| Abound Wealth Management | 0.00% | New | 12 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 12 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 9 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $1K |
| FWL Investment Management, LLC | 0.00% | No change | 6 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | New | 6 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 6 | $1K |
| West Branch Capital LLC | 0.00% | Reduce -95.2% | 3 | $704 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 3 | $685 |
| Balefire, LLC | 0.00% | New | 3 | $678 |
| Horizon Investments, LLC | 0.00% | New | 3 | $678 |
| PEAK6 Investments LLC | 0.00% | Reduce -77.8% | 2 | $517 |
| Macquarie Group Ltd. | 0.00% | New | 3 | $1 |
"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.