iShares Semiconductor ETFSOXXETF
13F holders, Q2 2024 (June 30)738holders +50
101new positions
54sold out
4famous investors
$243.77avg. 13F price*
At the end of Q2 2024, 738 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, up 50 from Q1 2024. 101 opened new positions and 54 sold out. The largest holders were Goldman Sachs Group Inc. ($639.6M), Bank of America Corp. ($609.3M) and Healthcare of Ontario Pension Plan Trust Fund ($495.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Semiconductor ETF
- CUSIP
- 464287523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $136.8M |
| Exits | 54 | $88.0M |
All 13F filers, Q1 2024 → Q2 2024: 4,975,947 shares bought and 3,445,895 shares sold, net +1,530,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 738 holders
| Goldman Sachs Group Inc. | 0.13% | Add +32.7% | 2,593,444 | $639.6M |
| Bank of America Corp. | 0.06% | Add +4.9% | 2,470,530 | $609.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.47% | Add +737.5% | 2,010,000 | $495.7M |
| Morgan Stanley | 0.03% | Add +6.8% | 1,811,045 | $446.7M |
| Mercer Global Advisors Inc. | 0.94% | Add +1.8% | 1,456,901 | $345.7M |
| JPMorgan Chase & Co. | 0.03% | Reduce -42.0% | 1,220,485 | $301.0M |
| UBS Group AG | 0.08% | Add +10.8% | 1,046,952 | $258.2M |
| Wells Fargo & Company | 0.07% | Add +1.8% | 1,026,025 | $253.0M |
| BNP Paribas Financial Markets | 0.27% | Reduce -30.5% | 991,764 | $244.6M |
| LPL Financial LLC | 0.10% | Add +6.8% | 776,634 | $191.5M |
| Royal Bank of Canada | 0.02% | Add +0.0% | 390,405 | $96.3M |
| Barclays PLC | 0.04% | Add +209.6% | 342,872 | $84.6M |
| Ameriprise Financial Inc. | 0.02% | Add +6.4% | 314,028 | $77.4M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -0.3% | 262,008 | $64.6M |
| Osaic Holdings, Inc. | 0.15% | Reduce -11.1% | 250,797 | $61.9M |
| Mirae Asset Securities (usa) Inc. | 3.96% | — | 250,000 | $61.7M |
| Donaldson Capital Management, LLC | 2.58% | Add +1.0% | 249,179 | $61.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -1.5% | 241,234 | $59.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.2% | 233,248 | $57.5M |
| Rockefeller Capital Management L.P. | 0.16% | Add +22.9% | 227,739 | $56.2M |
| MML Investors Services, LLC | 0.21% | Add +5.2% | 206,099 | $50.8M |
| Citigroup Inc. | 0.05% | Reduce -77.4% | 201,908 | $49.8M |
| Schroder Investment Management Group | 0.05% | Reduce -4.4% | 194,500 | $48.0M |
| Cetera Investment Advisers | 0.10% | Add +21.0% | 177,880 | $43.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +12.0% | 176,633 | $43.6M |
| LMR Partners LLP | 1.13% | New | 167,250 | $41.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.7% | 166,308 | $40.9M |
| Affinity Wealth Management LLC | 6.41% | Add +11.4% | 142,466 | $35.1M |
| Quadrature Capital Ltd | 0.58% | Add +670.2% | 140,860 | $34.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +9.8% | 140,271 | $34.6M |
| Stifel Financial Corp. | 0.04% | Reduce -4.3% | 133,824 | $33.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Reduce -21.4% | 131,973 | $32.2M |
| SPC Financial, Inc. | 2.66% | Reduce -0.3% | 116,407 | $28.7M |
| Bank of Montreal | 0.01% | Add +186.3% | 114,932 | $28.3M |
| Corient Private Wealth LP | 0.05% | Add +1.1% | 113,191 | $27.9M |
| Integrated Wealth Concepts LLC | 0.38% | Reduce -1.2% | 112,392 | $27.7M |
| Raymond James & Associates | 0.02% | Add +3.1% | 108,419 | $26.7M |
| Advisory Services Network, LLC | 0.51% | Add +8.0% | 100,728 | $24.8M |
| GM Advisory Group, LLC | 1.46% | Add +40.8% | 91,907 | $22.7M |
| Greenwood Gearhart LLC | 2.04% | Reduce -0.5% | 87,472 | $21.6M |
| Truist Financial Corp. | 0.03% | Add +7.1% | 87,120 | $21.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.07% | Add +14.4% | 86,757 | $21.4M |
| Yarbrough Capital, LLC | 0.84% | No change | 82,383 | $20.3M |
| Focus Partners Wealth | 0.06% | Add +186.8% | 73,776 | $18.7M |
| Susquehanna International Group, LLP | 0.03% | Reduce -0.7% | 75,482 | $18.6M |
| Oppenheimer & Co. Inc. | 0.29% | Add +1.6% | 74,817 | $18.5M |
| Analyst IMS Investment Management Services Ltd. | 0.73% | Add +8.0% | 72,356 | $17.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +26.9% | 83,477 | $17.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.11% | New | 71,600 | $17.7M |
| Edmond DE Rothschild Holding S.A. | 0.29% | Add +2400.8% | 68,947 | $17.0M |
| SG Americas Securities, LLC | 0.11% | Add +15.5% | 66,667 | $16.4M |
| TD Waterhouse Canada Inc. | 0.14% | Reduce -5.8% | 64,999 | $16.0M |
| Mariner, LLC | 0.03% | Add +7.1% | 63,924 | $15.8M |
| Greenwoods Asset Management Hong Kong Ltd. | 0.39% | Reduce -70.0% | 60,600 | $14.9M |
| Citadel Advisors | 0.01% | Add +1754.4% | 58,656 | $14.5M |
| Jump Financial, LLC | 0.29% | Reduce -36.5% | 58,435 | $14.4M |
| Bank Hapoalim BM | 2.12% | Reduce -8.2% | 58,132 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -8.3% | 58,042 | $14.3M |
| 360 Financial, Inc. | 5.31% | Reduce -0.4% | 56,958 | $14.0M |
| Nissay Asset Management Corp. /Japan | 0.09% | Add +450.4% | 56,249 | $13.9M |
| Clark Capital Management Group, Inc. | 0.10% | Add +34.1% | 55,240 | $13.6M |
| Portfolio Strategies, Inc. | 1.74% | Reduce -0.6% | 51,719 | $12.7M |
| Legend Financial Advisors, Inc. | 9.04% | Reduce -5.9% | 51,632 | $12.7M |
| Commerce Bank | 0.08% | Add +2.1% | 47,509 | $11.7M |
| Montag A & Associates Inc. | 0.59% | Reduce -0.4% | 47,262 | $11.7M |
| MinichMacGregor Wealth Management, LLC | 2.84% | Reduce -4.2% | 46,914 | $11.7M |
| Capital Investment Counsel, LLC | 2.20% | Add +3.1% | 45,546 | $11.2M |
| Chicago Wealth Management, Inc. | 6.40% | Add +2.8% | 45,146 | $11.1M |
| CMH Wealth Management LLC | 2.71% | Add +0.0% | 44,604 | $11.0M |
| Toth Financial Advisory Corp. | 1.39% | Reduce -1.8% | 44,423 | $11.0M |
| Financial Partners Group, Inc | 1.65% | Add +4.5% | 42,459 | $10.5M |
| Legacy Edge Advisors, LLC | 1.91% | Add +15.1% | 42,004 | $10.4M |
| NewEdge Advisors, LLC | 0.07% | Add +50.0% | 40,951 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +8.6% | 40,179 | $9.9M |
| Barings LLC | 0.24% | No change | 40,146 | $9.9M |
| Wellington Shields Capital Management, LLC | 1.70% | Add +2.1% | 37,874 | $9.3M |
| Woodmont Investment Counsel LLC | 0.74% | Add +2.0% | 36,584 | $9.0M |
| FIL Ltd | 0.01% | Reduce -40.4% | 36,184 | $8.9M |
| Private Advisor Group, LLC | 0.06% | Add +28.3% | 36,047 | $8.9M |
| Squarepoint Ops LLC | 0.03% | New | 34,871 | $8.6M |
| Gray Foundation | 2.59% | Reduce -39.0% | 34,371 | $8.5M |
| Traynor Capital Management, Inc. | 0.71% | Reduce -0.6% | 33,942 | $8.4M |
| Fulton Bank, N.A. | 0.34% | Reduce -14.2% | 33,592 | $8.3M |
| Royal Fund Management, LLC | 1.10% | Add +0.8% | 33,071 | $8.2M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.24% | Reduce -13.6% | 32,850 | $8.1M |
| Strategic Blueprint, LLC | 0.55% | Add +3.7% | 32,755 | $8.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.5% | 32,198 | $7.9M |
| Novare Capital Management LLC | 0.71% | Reduce -7.3% | 32,148 | $7.9M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +3.0% | 29,772 | $7.3M |
| Spire Wealth Management | 0.26% | Add +13.4% | 29,488 | $7.3M |
| Lindbrook Capital, LLC | 0.68% | Reduce -13.7% | 29,157 | $7.2M |
| Jones Financial Companies LLLP | 0.01% | Add +482.4% | 29,047 | $7.2M |
| Avantax Advisory Services, Inc. | 0.05% | Add +8.1% | 28,738 | $7.1M |
| David J Yvars Group | 4.43% | Add +7.5% | 28,727 | $7.1M |
| Turim 21 Investimentos Ltda. | 1.74% | Reduce -32.0% | 27,599 | $6.8M |
| Sanctuary Advisors, LLC | 0.05% | — | 31,187 | $6.8M |
| KKM Financial LLC | 3.20% | Reduce -17.6% | 23,663 | $6.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -11.7% | 26,903 | $6.6M |
| Sterling Manor Financial, LLC | 4.98% | Reduce -8.2% | 26,542 | $6.5M |
| Independent Financial Group, LLC | 0.25% | Reduce -6.6% | 25,464 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.1% | 25,463 | $6.3M |
| Alexander Labrunerie & Co., Inc. | 3.40% | Add +3.9% | 25,286 | $6.2M |
| FSC Wealth Advisors, LLC | 4.60% | New | 25,257 | $6.2M |
| Wealthfront Advisers LLC | 0.02% | Add +78.6% | 25,005 | $6.2M |
| Lowe Brockenbrough & Co. Inc. | 0.41% | Add +1.0% | 24,869 | $6.1M |
| Cresta Advisors, Ltd. | 3.63% | Add +2.3% | 24,814 | $6.1M |
| MAI Capital Management | 0.06% | Add +696.9% | 24,296 | $6.0M |
| Kingsview Wealth Management, LLC | 0.14% | Add +2.1% | 24,156 | $6.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.19% | Reduce -5.9% | 24,129 | $6.0M |
| Cottonwood Capital Advisors, LLC | 4.55% | Add +1.2% | 22,438 | $5.8M |
| Absolute Capital Management, LLC | 3.52% | No change | 23,550 | $5.8M |
| First National Corp. /Ma/ | 1.37% | Add +50.6% | 23,343 | $5.8M |
| First Interstate Bank | 0.38% | New | 23,278 | $5.7M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +37.6% | 23,183 | $5.7M |
| Florin Court Capital LLP | 7.84% | Reduce -2.5% | 23,100 | $5.7M |
| Prospera Financial Services Inc | 0.16% | Add +25.9% | 23,067 | $5.7M |
| Martin & Co. Inc. | 1.42% | Reduce -0.4% | 22,952 | $5.7M |
| Well Done, LLC | 1.18% | Reduce -1.1% | 22,933 | $5.7M |
| Cadent Capital Advisors, LLC | 2.26% | Reduce -1.6% | 22,515 | $5.6M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -13.3% | 22,258 | $5.5M |
| Concentrum Wealth Management | 2.30% | Reduce -6.6% | 22,171 | $5.5M |
| Apollon Wealth Management, LLC | 0.16% | Add +94.8% | 21,948 | $5.4M |
| Avaii Wealth Management, LLC | 3.00% | Add +1312.9% | 21,914 | $5.4M |
| Kelly Financial Services LLC | 1.88% | Reduce -6.2% | 21,298 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | New | 20,852 | $5.1M |
| Spinnaker Trust | 0.33% | Add +426.7% | 20,756 | $5.1M |
| Creative Planning | 0.01% | Add +13.3% | 20,587 | $5.1M |
| AJ Advisors, LLC | 2.79% | New | 20,478 | $5.1M |
| Blair William & Co. | 0.01% | Reduce -1.4% | 19,689 | $4.9M |
| Bristlecone Advisors, LLC | 0.41% | Add +1.7% | 19,378 | $4.8M |
| Theory Financial LLC | 2.24% | Add +0.8% | 19,257 | $4.7M |
| Rakuten Investment Management, Inc. | 0.03% | New | 19,352 | $4.7M |
| Comerica Bank | 0.02% | Reduce -0.1% | 19,092 | $4.7M |
| Adams Wealth Management | 1.08% | Reduce -2.4% | 18,969 | $4.7M |
| CacheTech Inc. | 1.08% | — | 18,969 | $4.7M |
| Elevation Point Wealth Partners, LLC | 0.37% | Add +5.4% | 18,969 | $4.7M |
| Cibc World Market Inc. | 0.01% | Add +3.6% | 18,931 | $4.7M |
| One Capital Management, LLC | 0.16% | Add +1669.2% | 18,842 | $4.6M |
| Outlook Wealth Advisors, LLC | 1.41% | Add +2.2% | 1,150 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -3.4% | 17,869 | $4.4M |
| Northstar Advisory Group, LLC | 2.53% | Add +7.7% | 17,866 | $4.4M |
| Jaffetilchin Investment Partners, LLC | 0.37% | Add +2.4% | 17,620 | $4.3M |
| Fisher Asset Management | 0.00% | Reduce -38.4% | 17,445 | $4.3M |
| Harbor Advisory Corp. | 1.46% | Reduce -0.2% | 17,105 | $4.2M |
| Sigma Planning Corp | 0.13% | Add +9.6% | 17,063 | $4.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +2860.1% | 16,754 | $4.1M |
| Wall Street Financial Group, Inc. | 6.94% | — | 16,566 | $4.1M |
| Fermata Advisors, LLC | 0.94% | Add +1.3% | 16,524 | $4.1M |
| Anchor Investment Management, LLC | 0.41% | Reduce -1.6% | 16,312 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +248.5% | 16,011 | $3.9M |
| KFG Wealth Management, LLC | 1.56% | Reduce -6.1% | 15,929 | $3.9M |
| Sowell Financial Services LLC | 0.19% | Add +38.9% | 15,822 | $3.9M |
| Grant/GrossMendelsohn, LLC | 1.78% | Reduce -1.9% | 15,755 | $3.9M |
| PFG Investments, LLC | 0.28% | Add +3.8% | 15,660 | $3.9M |
| DRW Securities, LLC | 0.24% | New | 15,654 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 15,601 | $3.8M |
| Lido Advisors, LLC | 0.03% | Add +9.5% | 15,452 | $3.8M |
| Norris Financial Group, LLC | 1.96% | Reduce -9.9% | 15,289 | $3.8M |
| Hudson Bay Capital Management LP | 0.03% | New | 15,000 | $3.7M |
| Herbst Group, LLC | 2.17% | Add +0.3% | 14,493 | $3.6M |
| Equitable Holdings, Inc. | 0.04% | Add +15.3% | 14,121 | $3.5M |
| Retirement Planning Group, LLC | 0.22% | Add +14.4% | 13,811 | $3.4M |
| Banque Cantonale Vaudoise | 0.13% | Add +57.3% | 13,569 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 13,500 | $3.3M |
| PFG Advisors | 0.22% | Add +24.6% | 13,323 | $3.3M |
| Ewa, LLC | 1.35% | Reduce -6.8% | 13,449 | $3.3M |
| Klingman & Associates, LLC | 0.22% | Add +0.1% | 13,212 | $3.3M |
| Park Avenue Securities LLC | 0.04% | Add +26.7% | 13,123 | $3.2M |
| National Bank of Canada | 0.01% | Add +32.3% | 12,943 | $3.2M |
| US Bancorp \de | 0.00% | Add +5.9% | 12,745 | $3.1M |
| Magnus Financial Group LLC | 0.35% | Add +6.0% | 12,693 | $3.1M |
| Armor Investment Advisors, LLC | 1.41% | Reduce -0.6% | 12,368 | $3.1M |
| Scotia Capital Inc. | 0.02% | Add +127.0% | 12,008 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.8% | 11,898 | $2.9M |
| Pennsylvania Capital Management Inc. | 1.13% | Add +0.1% | 11,897 | $2.9M |
| Gold Investment Management Ltd. | 1.23% | Add +0.1% | 11,790 | $2.9M |
| Family Legacy, Inc. | 1.04% | Add +23.8% | 11,741 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +5.6% | 11,688 | $2.9M |
| Stephens Inc. | 0.04% | Add +36.2% | 11,626 | $2.9M |
| Weiss Asset Management LP | 0.23% | New | 11,601 | $2.9M |
| Ashton Thomas Securities, LLC | 0.69% | — | 10,957 | $2.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +2.8% | 11,317 | $2.8M |
| Roman Butler Fullerton & Co. | 0.90% | Add +20.4% | 10,472 | $2.8M |
| IMC-Chicago, LLC | 0.09% | Reduce -50.7% | 11,204 | $2.8M |
| JPL Wealth Management, LLC | 1.35% | Add +5.6% | 11,160 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +245.8% | 11,123 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +1.7% | 10,802 | $2.7M |
| Vontobel Holding Ltd. | 0.01% | Add +65.0% | 10,591 | $2.6M |
| Wealthspire Advisors, LLC | 0.03% | Add +214.9% | 10,524 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.29% | Reduce -1.7% | 10,494 | $2.6M |
| Creative Financial Designs Inc. | 0.23% | Add +35.7% | 10,380 | $2.6M |
| Merit Financial Group, LLC | 0.06% | Add +10.1% | 10,380 | $2.6M |
| Baird Financial Group, Inc. | 0.01% | Add +127.3% | 10,340 | $2.6M |
| FMR LLC | 0.00% | Add +4.0% | 10,309 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -14.3% | 10,273 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +3.1% | 10,270 | $2.5M |
| Koshinski Asset Management, Inc. | 0.23% | Reduce -12.6% | 9,716 | $2.5M |
| EP Wealth Advisors, LLC | 0.03% | Add +5.8% | 10,176 | $2.5M |
| Money Concepts Capital Corp. | 0.21% | Reduce -6.8% | 10,009 | $2.5M |
| Y.D. More Investments Ltd | 0.25% | Add +15.9% | 9,923 | $2.4M |
| Composition Wealth, LLC | 0.06% | Reduce -0.5% | 9,912 | $2.4M |
| Prostatis Group LLC | 0.86% | Reduce -43.7% | 9,904 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +6.2% | 9,635 | $2.4M |
| Valley Wealth Managers, Inc. | 0.19% | Reduce -79.5% | 9,589 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -9.1% | 9,558 | $2.4M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -5.9% | 9,537 | $2.3M |
| Condor Capital Management | 0.22% | Reduce -1.1% | 9,417 | $2.3M |
| Vienna Asset Management LLC | 1.85% | Reduce -18.9% | 9,070 | $2.2M |
| Twin Focus Capital Partners, LLC | 0.35% | Add +3.5% | 8,955 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 8,949 | $2.2M |
| First Financial Bank - Trust Division | 0.21% | Reduce -10.8% | 8,665 | $2.1M |
| Stonebridge Financial Planning Group, LLC | 1.07% | Reduce -0.3% | 8,601 | $2.1M |
| Avior Wealth Management, LLC | 0.09% | Reduce -5.0% | 8,452 | $2.1M |
| NewEdge Wealth, LLC | 0.04% | Add +5.9% | 8,410 | $2.1M |
| Beacon Financial Planning, Inc. | 1.40% | Add +39.7% | 8,376 | $2.1M |
| Sunbelt Securities, Inc. | 0.21% | Reduce -0.6% | 8,160 | $2.0M |
| Rockland Trust Co. | 0.10% | Reduce -0.1% | 7,925 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -5.4% | 7,784 | $1.9M |
| Principal Securities, Inc. | 0.05% | Add +183.3% | 7,613 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -23.8% | 7,563 | $1.9M |
| Essex Financial Services, Inc. | 0.14% | Add +6.8% | 8,733 | $1.9M |
| Forte Asset Management LLC | 1.10% | Reduce -5.5% | 7,534 | $1.9M |
| Apeiron RIA LLC | 0.57% | Reduce -2.5% | 7,507 | $1.9M |
| Mirabaud & Cie SA | 0.63% | No change | 7,500 | $1.8M |
| Matrix Trust Co | 0.41% | Add +1.0% | 7,412 | $1.8M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -11.8% | 7,404 | $1.8M |
| Lokken Investment Group LLC | 0.83% | Add +20.8% | 7,196 | $1.8M |
| Nikulski Financial, Inc. | 0.56% | Add +4.4% | 7,161 | $1.8M |
| City Holding Co. | 0.26% | Reduce -10.3% | 7,095 | $1.7M |
| Insight Wealth Partners, LLC | 1.12% | Add +17.9% | 7,001 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -4.9% | 6,933 | $1.7M |
| Harmony Asset Management LLC | 0.70% | Reduce -3.2% | 6,810 | $1.7M |
| Tsfg, LLC | 0.39% | Add +3437.0% | 6,791 | $1.7M |
| Howard Capital Management, LLC | 0.16% | Add +0.7% | 6,719 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +13.7% | 6,696 | $1.7M |
| Main Management LLC | 0.13% | No change | 6,602 | $1.6M |
| Capital Market Strategies LLC | 1.02% | Add +2.2% | 6,544 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +103.5% | 6,489 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +570.0% | 6,479 | $1.6M |
| Centaurus Financial, Inc. | 0.11% | Reduce -49.3% | 6,469 | $1.6M |
| Prosperity Financial Group, Inc. | 1.00% | Add +15.4% | 6,413 | $1.6M |
| Intellectus Partners, LLC | 0.42% | Reduce -1.7% | 6,248 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +3.8% | 6,183 | $1.5M |
| Midwest Financial Group LLC | 0.97% | Add +93.9% | 6,157 | $1.5M |
| Belpointe Asset Management LLC | 0.11% | New | 6,143 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +217.0% | 6,033 | $1.5M |
| Safeguard Investment Advisory Group, LLC | 0.45% | Reduce -1.9% | 5,920 | $1.5M |
| Washburn Capital Management, Inc. | 1.04% | Add +0.7% | 5,905 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +21.7% | 5,757 | $1.4M |
| Geneos Wealth Management Inc. | 0.06% | Add +6.8% | 5,724 | $1.4M |
| Corrado Advisors, LLC | 0.91% | Add +4.1% | 5,721 | $1.4M |
| Trek Financial, LLC | 0.11% | New | 5,720 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.39% | Reduce -7.8% | 5,661 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | Add +96.8% | 5,654 | $1.4M |
| National Philanthropic Trust | 0.03% | Add +63.9% | 5,649 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +26.9% | 5,646 | $1.4M |
| Gimbal Financial | 1.01% | Reduce -24.7% | 5,351 | $1.4M |
| Kovack Advisors, Inc. | 0.15% | Add +1.7% | 5,541 | $1.4M |
| Steele Capital Management, Inc. | 0.08% | Add +4.2% | 5,523 | $1.4M |
| Continuum Advisory, LLC | 0.20% | Add +2.1% | 5,518 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +42.1% | 5,493 | $1.4M |
| TRUE Private Wealth Advisors | 0.15% | New | 5,491 | $1.4M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.8% | 5,481 | $1.4M |
| Avitas Wealth Management LLC | 0.20% | Add +0.9% | 5,407 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +34.4% | 5,398 | $1.3M |
| Triton Financial Group Inc | 0.93% | Add +20.3% | 5,347 | $1.3M |
| Robinson Value Management, Ltd. | 0.92% | Reduce -14.2% | 5,341 | $1.3M |
| Western Wealth Management, LLC | 0.10% | Add +29.0% | 5,306 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Add +6.4% | 5,291 | $1.3M |
| Sargent Investment Group, LLC | 0.26% | No change | 5,250 | $1.3M |
| Wealthstream Advisors, Inc. | 0.47% | Add +0.1% | 5,242 | $1.3M |
| Prudential PLC | 0.01% | New | 5,240 | $1.3M |
| Retirement Capital Strategies | 0.51% | Reduce -0.0% | 5,169 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.53% | Reduce -0.8% | 5,101 | $1.3M |
| NorthStar Asset Management LLC | 0.87% | Reduce -0.4% | 5,061 | $1.2M |
| Townsquare Capital LLC | 0.02% | Add +2.1% | 4,987 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -91.8% | 4,979 | $1.2M |
| New Wave Wealth Advisors LLC | 0.66% | — | 4,951 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +5.1% | 4,866 | $1.2M |
| Flow Traders U.S. LLC | 0.06% | New | 4,824 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Reduce -0.0% | 4,823 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -23.8% | 4,717 | $1.2M |
| McAdam, LLC | 0.07% | Add +42.5% | 4,671 | $1.2M |
| Telos Capital Management, Inc. | 0.13% | Add +1.8% | 4,647 | $1.1M |
| Cwm, LLC | 0.01% | Add +28.9% | 4,622 | $1.1M |
| Founders Financial Securities LLC | 0.11% | Add +37.6% | 4,565 | $1.1M |
| Principle Wealth Partners LLC | 0.09% | Reduce -1.8% | 4,561 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -1.5% | 4,543 | $1.1M |
| Muirfield Wealth Advisors LLC | 1.03% | Add +1.9% | 4,443 | $1.1M |
| Monetary Management Group Inc. | 0.29% | Reduce -9.2% | 4,440 | $1.1M |
| Allworth Financial LP | 0.01% | Add +0.7% | 4,620 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.2% | 4,380 | $1.1M |
| Realta Investment Advisors | 0.21% | Reduce -7.3% | 4,319 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -5.8% | 4,288 | $1.1M |
| StoneCrest Wealth Management, Inc. | 0.81% | Reduce -5.0% | 4,284 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -0.3% | 4,251 | $1.0M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -0.9% | 4,207 | $1.0M |
| Afg Fiduciary Services Limited Partnership | 0.72% | Add +0.1% | 4,205 | $1.0M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +24.9% | 4,166 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -16.4% | 4,208 | $1.0M |
| Blue Chip Partners, LLC | 0.09% | Add +6.5% | 4,164 | $1.0M |
| Bison Wealth, LLC | 0.17% | No change | 4,518 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +7.3% | 4,005 | $988K |
| Gruss & Co., LLC | 5.35% | New | 4,000 | $987K |
| Genesee Capital Advisors, LLC | 0.48% | Add +0.3% | 3,976 | $981K |
| Equitable Trust Co. | 0.07% | No change | 3,936 | $971K |
| Trexquant Investment LP | 0.01% | Add +9.8% | 3,929 | $969K |
| Kesler, Norman & Wride, LLC | 0.21% | Reduce -5.6% | 3,919 | $967K |
| Joseph P. Lucia & Associates, LLC | 0.49% | Add +8.2% | 3,917 | $966K |
| Phoenix Financial Ltd. | 0.01% | Add +18.5% | 3,914 | $965K |
| Csenge Advisory Group | 0.05% | Add +40.5% | 3,868 | $954K |
| Financial Management Professionals, Inc. | 0.13% | Reduce -1.1% | 3,835 | $946K |
| Resolute Wealth Strategies, LLC | 0.54% | Add +0.1% | 3,770 | $930K |
| Capital Investment Advisory Services, LLC | 0.09% | Add +13.7% | 3,725 | $919K |
| International Assets Investment Management, LLC | 0.09% | No change | 3,708 | $915K |
| DAVENPORT & Co LLC | 0.01% | Add +2.2% | 3,698 | $912K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -2.3% | 3,661 | $903K |
| Pacific Center for Financial Services | 0.25% | Add +10.9% | 3,649 | $900K |
| Franklin Resources Inc. | 0.00% | Reduce -28.3% | 3,605 | $889K |
| WealthCare Investment Partners, LLC | 0.41% | Add +21.2% | 3,595 | $887K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +281.6% | 3,572 | $881K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +281.6% | 3,572 | $881K |
| Ironwood Financial, llc | 0.20% | Reduce -2.5% | 3,541 | $873K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 3,534 | $872K |
| Synovus Financial Corp. | 0.01% | Reduce -4.1% | 3,535 | $872K |
| Beaumont Financial Advisors, LLC | 0.07% | Add +65.3% | 3,472 | $856K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -45.5% | 3,472 | $856K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -11.3% | 3,468 | $855K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -48.9% | 3,451 | $851K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -92.5% | 3,394 | $845K |
| Credit Agricole S A | 0.01% | Add +602.7% | 3,387 | $835K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -0.9% | 3,387 | $835K |
| Independent Wealth Network Inc. | 0.39% | Add +7.7% | 3,351 | $827K |
| Global Retirement Partners, LLC | 0.03% | Add +27.6% | 3,333 | $822K |
| Lynx Investment Advisory | 0.60% | — | 3,311 | $817K |
| Capital Management Associates | 0.96% | Reduce -3.9% | 3,286 | $810K |
| Beacon Financial Advisory LLC | 0.30% | Reduce -8.9% | 3,278 | $808K |
| Northern Trust Corp. | 0.00% | Reduce -26.4% | 3,261 | $804K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -6.1% | 3,247 | $801K |
| Albion Financial Group | 0.06% | No change | 3,239 | $799K |
| Advisory Alpha, LLC | 0.03% | Add +0.4% | 3,219 | $794K |
| IFG Advisory, LLC | 0.05% | New | 3,213 | $792K |
| Focus Financial Network, Inc. | 0.03% | Add +13.7% | 3,258 | $792K |
| Tidal Investments LLC | 0.01% | Reduce -66.8% | 3,165 | $781K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +11.8% | 3,134 | $773K |
| SpiderRock Advisors, LLC | 0.02% | No change | 3,120 | $769K |
| AE Wealth Management LLC | 0.01% | Add +79.4% | 3,104 | $766K |
| Ellis Investment Partners, LLC | 0.16% | Add +8.7% | 3,102 | $765K |
| Polymer Capital Management (HK) LTD | 0.15% | New | 3,097 | $764K |
| Bright Financial Advisors, Inc. | 0.53% | New | 3,067 | $756K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +10.5% | 3,023 | $746K |
| Two Sigma Securities, LLC | 0.04% | New | 3,012 | $743K |
| GSG Advisors LLC | 0.26% | Add +0.1% | 2,965 | $731K |
| Mutual Advisors, LLC | 0.02% | Reduce -10.7% | 3,177 | $727K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +22.8% | 2,899 | $715K |
| Signet Financial Management, LLC | 0.10% | Add +3.2% | 2,896 | $714K |
| Fortitude Advisory Group L.L.C. | 0.42% | Reduce -2.8% | 2,875 | $709K |
| Kraematon Investment Advisors, Inc. | 0.71% | Add +0.0% | 2,841 | $701K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -73.1% | 2,834 | $699K |
| Cresset Asset Management, LLC | 0.00% | Add +3.7% | 2,834 | $699K |
| Waverly Advisors, LLC | 0.01% | Add +29.1% | 2,828 | $698K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.7% | 2,821 | $696K |
| Twin Tree Management, LP | 0.02% | Reduce -98.7% | 2,801 | $691K |
| Edgestream Partners, L.P. | 0.03% | Add +33.1% | 2,789 | $688K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.6% | 2,649 | $688K |
| Westside Investment Management, Inc. | 0.16% | No change | 2,778 | $685K |
| HB Wealth Management, LLC | 0.01% | Add +31.8% | 2,768 | $683K |
| RDA Financial Network | 0.22% | Reduce -7.5% | 2,766 | $682K |
| Concentric Wealth Management, LLC | 0.18% | No change | 2,745 | $677K |
| Trust Co. of Oklahoma | 0.23% | New | 2,666 | $658K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +0.8% | 2,657 | $655K |
| Apollon Financial, LLC | 0.21% | Add +0.0% | 2,619 | $646K |
| Paragon Private Wealth Management, LLC | 0.36% | Add +15.4% | 2,617 | $645K |
| Apexium Financial, LP | 0.05% | Add +30.4% | 2,610 | $644K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -0.6% | 2,603 | $642K |
| Summit X, LLC | 0.14% | Add +20.5% | 2,556 | $632K |
| Independence Bank of Kentucky | 0.17% | Reduce -4.5% | 2,541 | $627K |
| Allie Family Office LLC | 0.38% | No change | 2,529 | $624K |
| Keel Point, LLC | 0.06% | Reduce -51.6% | 2,769 | $614K |
| Brown Advisory Inc. | 0.00% | Add +1.8% | 2,475 | $610K |
| Activest Wealth Management | 0.20% | Add +58.3% | 2,457 | $606K |
| Obermeyer Wealth Partners | 0.03% | No change | 2,406 | $593K |
| Capital CS Group, LLC | 0.68% | Add +99.8% | 2,389 | $589K |
| Accredited Investors Inc. | 0.04% | Add +0.0% | 2,363 | $583K |
| Davis Investment Partners, LLC | 0.24% | Reduce -29.0% | 2,237 | $581K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.0% | 2,357 | $581K |
| PSI Advisors, LLC | 0.18% | Add +5.3% | 2,354 | $581K |
| Avalon Trust Co | 0.05% | Reduce -98.5% | 2,350 | $580K |
| National Wealth Management Group, LLC | 0.44% | Add +6.3% | 2,345 | $578K |
| Oxinas Partners, LLC | 0.38% | Add +0.3% | 2,335 | $576K |
| Lodestar Private Asset Management LLC | 0.08% | No change | 2,322 | $573K |
| Choreo, LLC | 0.01% | Add +41.3% | 2,319 | $572K |
| Carnegie Investment Counsel | 0.02% | Reduce -0.8% | 2,301 | $567K |
| Rathbones Group PLC | 0.00% | Add +13.9% | 2,299 | $567K |
| Goodman Advisory Group, LLC | 0.17% | Reduce -7.5% | 2,277 | $562K |
| Trilogy Capital Inc. | 0.03% | Add +17.3% | 2,267 | $559K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +931.5% | 2,259 | $557K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -6.1% | 2,736 | $556K |
| Interchange Capital Partners, LLC | 0.20% | Add +130.9% | 2,247 | $554K |
| Delta Investment Management, LLC | 0.12% | Add +0.1% | 2,244 | $553K |
| Mackenzie Financial Corp. | 0.00% | Reduce -42.8% | 2,220 | $548K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +12.2% | 2,196 | $542K |
| Private Wealth Advisors, LLC | 0.24% | No change | 2,190 | $540K |
| New England Private Wealth Advisors LLC | 0.09% | Add +0.1% | 2,187 | $539K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +0.1% | 2,170 | $535K |
| Biondo Investment Advisors, LLC | 0.08% | Reduce -1.4% | 2,145 | $529K |
| Bay Harbor Wealth Management, LLC | 0.18% | No change | 2,082 | $513K |
| Global Assets Advisory, LLC | 0.82% | Reduce -0.1% | 2,079 | $513K |
| Apella Capital, LLC | 0.02% | Add +0.1% | 1,951 | $506K |
| WFA Asset Management Corp | 0.29% | Add +72.5% | 2,049 | $505K |
| Kathmere Capital Management, LLC | 0.05% | No change | 2,040 | $503K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +89.2% | 1,973 | $487K |
| O'ROURKE & COMPANY, Inc | 0.27% | Add +66.3% | 1,972 | $486K |
| N.E.W. Advisory Services LLC | 0.05% | Add +23.3% | 1,938 | $478K |
| Verus Capital Partners, LLC | 0.05% | Reduce -28.3% | 1,930 | $476K |
| IFP Advisors, Inc | 0.02% | Add +1.6% | 1,888 | $465K |
| Empower Advisory Group, LLC | 0.00% | Add +8.6% | 1,886 | $465K |
| CX Institutional | 0.02% | Reduce -2.5% | 1,845 | $455K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -0.4% | 1,844 | $455K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 1,839 | $454K |
| Coldstream Capital Management Inc. | 0.01% | Add +9.7% | 1,839 | $454K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 1,836 | $453K |
| Front Row Advisors LLC | 0.16% | Add +2.4% | 1,833 | $452K |
| Caprock Group, LLC | 0.02% | Reduce -2.1% | 1,798 | $443K |
| Pine Harbor Wealth Management, LLC | 0.26% | Add +0.1% | 1,774 | $438K |
| RB Capital Management, LLC | 0.12% | Add +0.1% | 1,773 | $437K |
| Diversified Trust Co. | 0.01% | No change | 1,728 | $426K |
| Evolution Wealth Advisors, LLC | 0.08% | New | 1,722 | $425K |
| Willner & Heller, LLC | 0.40% | Add +20.5% | 1,712 | $422K |
| Avondale Wealth Management | 0.29% | Add +316.3% | 1,711 | $422K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -4.4% | 1,701 | $420K |
| Fort Sheridan Advisors LLC | 0.07% | New | 1,698 | $419K |
| Modera Wealth Management, LLC | 0.01% | Add +16.7% | 1,687 | $416K |
| White Lighthouse Investment Management Inc. | 0.08% | Add +2.7% | 1,686 | $416K |
| KCM Investment Advisors LLC | 0.01% | Add +23.7% | 1,681 | $415K |
| ProVise Management Group, LLC | 0.04% | Reduce -12.5% | 1,680 | $414K |
| Waterloo Capital, L.P. | 0.05% | New | 1,671 | $412K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +1.3% | 1,666 | $411K |
| American Institute for Advanced Investment Management, LLP | 0.31% | No change | 1,664 | $410K |
| Flagstar Securities, Inc. | 0.11% | New | 1,664 | $410K |
| Banque Pictet & Cie SA | 0.00% | No change | 1,650 | $407K |
| Pathstone Holdings, LLC | 0.00% | Add +35.6% | 1,645 | $406K |
| Madrona Financial Services, LLC | 0.12% | Reduce -12.8% | 1,641 | $405K |
| Ignite Planners, LLC | 0.10% | Add +0.6% | 1,584 | $404K |
| Spreng Capital Management, Inc. | 0.21% | Reduce -13.2% | 1,635 | $403K |
| Essex LLC | 0.09% | No change | 1,635 | $403K |
| Level Four Advisory Services, LLC | 0.02% | Add +221.9% | 1,629 | $402K |
| Arkadios Wealth Advisors | 0.03% | Reduce -13.8% | 1,627 | $401K |
| Continental Investors Services, Inc. | 0.89% | Add +4.0% | 1,626 | $401K |
| Keebeck Wealth Management | 0.06% | No change | 1,620 | $400K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -1.0% | 1,609 | $397K |
| Buttonwood Financial Advisors Inc. | 0.18% | Add +1.9% | 1,573 | $388K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 1,560 | $385K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +840.0% | 1,551 | $383K |
| Jacobi Capital Management LLC | 0.03% | Add +40.5% | 1,547 | $382K |
| &partners | 0.02% | New | 1,544 | $381K |
| Selective Wealth Management, Inc. | 0.17% | New | 1,461 | $379K |
| Terra Nova Asset Management LLC | 0.30% | No change | 1,536 | $379K |
| Brighton Jones LLC | 0.01% | Add +1.9% | 1,520 | $375K |
| XTX Topco Ltd | 0.03% | Add +11.3% | 1,517 | $374K |
| Pathway Financial Advisers, LLC | 0.13% | Add +15.4% | 1,527 | $372K |
| Holderness Investments Co. | 0.09% | No change | 1,509 | $372K |
| Merrion Investment Management Co, LLC | 0.25% | No change | 1,500 | $370K |
| Red Spruce Capital, LLC | 0.17% | Reduce -34.3% | 1,498 | $369K |
| HF Advisory Group, LLC | 0.19% | Reduce -5.1% | 1,483 | $366K |
| RFG Advisory, LLC | 0.01% | Reduce -0.9% | 1,482 | $365K |
| Hilltop Holdings Inc. | 0.04% | Reduce -3.3% | 1,477 | $364K |
| Welch & Forbes LLC | 0.00% | No change | 1,398 | $363K |
| Gsa Capital Partners LLP | 0.03% | Reduce -37.5% | 1,469 | $362K |
| Ascentis Independent Advisors | 0.07% | — | 1,452 | $358K |
| Sweeney & Michel, LLC | 0.15% | Add +0.1% | 1,377 | $357K |
| Assetmark, Inc. | 0.00% | Reduce -4.5% | 1,443 | $356K |
| Secure Asset Management, LLC | 0.07% | Reduce -11.7% | 1,441 | $355K |
| Commonwealth Financial Services, LLC | 0.07% | New | 1,357 | $352K |
| Stelac Advisory Services LLC | 0.15% | No change | 1,425 | $351K |
| LM Advisors LLC | 0.07% | Add +0.1% | 1,417 | $349K |
| Tudor Investment Corporation | 0.00% | New | 1,415 | $349K |
| Rinkey Investments | 0.12% | Add +3.7% | 1,397 | $345K |
| Snowden Capital Advisors LLC | 0.01% | Add +8.6% | 1,395 | $344K |
| Whalerock Point Partners, LLC | 0.09% | No change | 1,395 | $344K |
| Strategic Wealth Partners, Ltd. | 0.04% | No change | 1,362 | $336K |
| Fragasso Financial Advisors Inc | 0.03% | Add +19.6% | 1,358 | $335K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +1308.3% | 1,352 | $333K |
| Novak & Powell Financial Services, Inc. | 0.21% | No change | 1,350 | $333K |
| Basso Capital Management, L.P. | 0.30% | No change | 1,347 | $332K |
| Obsidian Cio, LLC | 0.08% | Add +19.7% | 1,332 | $329K |
| Liberty Wealth Management LLC | 0.06% | Add +5.0% | 1,320 | $326K |
| Verdence Capital Advisors LLC | 0.03% | New | 1,311 | $323K |
| Linscomb Wealth, Inc. | 0.02% | Add +5.3% | 1,311 | $323K |
| Regal Investment Advisors LLC | 0.02% | Reduce -4.1% | 1,306 | $322K |
| Financial Counselors Inc. | 0.01% | No change | 1,305 | $322K |
| Wbi Investments, LLC | 0.08% | Add +38.0% | 1,300 | $321K |
| Trust Point Inc. | 0.03% | No change | 1,296 | $320K |
| Gerber, LLC | 0.25% | Add +0.1% | 1,293 | $319K |
| Prosperity Wealth Management, Inc. | 0.16% | New | 1,287 | $318K |
| Perennial Investment Advisors, LLC | 0.05% | New | 1,280 | $316K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | No change | 1,284 | $315K |
| Busey Bank | 0.01% | No change | 1,272 | $314K |
| Cypress Wealth Services, LLC | 0.07% | Add +16.9% | 1,256 | $310K |
| Alterna Wealth Management, Inc. | 0.27% | New | 1,236 | $305K |
| Harvest Fund Management Co., Ltd | 0.02% | New | 1,227 | $303K |
| First Manhattan Co. Llc. | 0.00% | Reduce -28.3% | 1,227 | $303K |
| Aviance Capital Partners, LLC | 0.04% | Reduce -14.0% | 1,223 | $302K |
| Icon Wealth Advisors, LLC | 0.03% | Add +6.2% | 1,281 | $302K |
| Johnson Investment Counsel Inc. | 0.00% | New | 1,207 | $298K |
| WBH Advisory Inc. | 0.03% | No change | 1,200 | $296K |
| Dakota Wealth Management | 0.01% | No change | 1,200 | $296K |
| Wealthgarden F.S. LLC | 0.31% | — | 1,188 | $293K |
| Choate Investment Advisors | 0.01% | No change | 1,185 | $292K |
| AQR Capital Management | 0.00% | New | 1,179 | $291K |
| HBW Advisory Services LLC | 0.05% | New | 1,175 | $290K |
| AllSquare Wealth Management LLC | 0.17% | No change | 1,170 | $289K |
| Hamilton Wealth, LLC | 0.08% | New | 1,170 | $289K |
| Colonial Trust Co / SC | 0.05% | Reduce -1.5% | 1,170 | $289K |
| Heirloom Wealth Management | 0.09% | Reduce -8.8% | 1,165 | $287K |
| Savant Capital, LLC | 0.00% | Reduce -62.7% | 1,159 | $286K |
| Virtue Capital Management, LLC | 0.05% | Reduce -31.8% | 1,178 | $286K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +9.4% | 1,155 | $285K |
| Savvy Advisors, Inc. | 0.09% | New | 1,155 | $285K |
| Hazlett, Burt & Watson, Inc. | 0.15% | No change | 1,145 | $282K |
| L & S Advisors Inc | 0.04% | New | 1,143 | $282K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +1.6% | 1,142 | $282K |
| Boston Financial Mangement LLC | 0.01% | Add +23.6% | 1,137 | $280K |
| Councilmark Asset Management, LLC | 0.20% | No change | 1,125 | $277K |
| Good Life Advisors, LLC | 0.02% | New | 1,124 | $277K |
| Capital Analysts, LLC | 0.01% | Add +38.1% | 1,117 | $276K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 1,113 | $274K |
| Leo Wealth, LLC | 0.03% | Add +25.4% | 1,110 | $274K |
| MWA Asset Management | 0.19% | Add +1.7% | 1,109 | $274K |
| Lion Street Advisors, LLC | 0.10% | New | 1,107 | $273K |
| Fielder Capital Group LLC | 0.10% | No change | 1,104 | $272K |
| Accurate Wealth Management, LLC | 0.06% | New | 1,036 | $270K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +714.9% | 1,092 | $269K |
| HSBC Holdings PLC | 0.00% | Reduce -70.5% | 1,086 | $268K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 1,080 | $266K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 1,074 | $265K |
| Essex Bank | 0.07% | Add +200.0% | 1,074 | $265K |
| Oliver Lagore Vanvalin Investment Group | 0.08% | Add +16.5% | 1,061 | $262K |
| Journey Advisory Group, LLC | 0.03% | Reduce -8.6% | 1,060 | $261K |
| Waldron Private Wealth LLC | 0.01% | Reduce -1.9% | 1,050 | $259K |
| Uptick Partners, LLC | 0.20% | No change | 1,134 | $256K |
| Quantbot Technologies LP | 0.01% | Reduce -86.8% | 1,035 | $255K |
| Wintrust Investments LLC | 0.02% | New | 1,035 | $255K |
| Glenview Trust Co | 0.01% | No change | 1,030 | $254K |
| Strategic Investment Solutions, Inc. | 0.08% | — | 1,078 | $254K |
| 17 Capital Partners, LLC | 0.18% | New | 1,028 | $254K |
| Prudential Financial Inc. | 0.00% | New | 1,020 | $252K |
| Mgo One Seven LLC | 0.01% | New | 1,009 | $249K |
| Patten & Patten Inc. | 0.02% | No change | 1,005 | $248K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.1% | 1,003 | $247K |
| Heritage Wealth Management, LLC | 0.14% | Reduce -3.2% | 1,002 | $247K |
| Heritage Family Offices, LLP | 0.14% | — | 1,002 | $247K |
| Calydon Capital | 0.04% | New | 1,000 | $247K |
| Tiaa Trust, National Association | 0.00% | New | 995 | $245K |
| Southern Capital Advisors, LLC | 0.15% | Add +0.1% | 990 | $244K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -7.6% | 990 | $244K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 988 | $244K |
| Yarger Wealth Strategies, LLC | 0.15% | Add +4.8% | 986 | $243K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 978 | $241K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -18.3% | 976 | $241K |
| Cedar Wealth Management, LLC | 0.08% | Reduce -4.9% | 975 | $240K |
| Tempus Wealth Planning, LLC | 0.10% | No change | 963 | $238K |
| World Investment Advisors | 0.01% | Reduce -56.8% | 958 | $236K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 955 | $236K |
| Sandy Spring Bank | 0.01% | Reduce -2.1% | 948 | $234K |
| Chicago Capital, LLC | 0.01% | No change | 939 | $232K |
| Arrowroot Family Office, LLC | 0.15% | Add +3.6% | 932 | $230K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 931 | $230K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 927 | $229K |
| OneDigital Investment Advisors LLC | 0.00% | New | 927 | $229K |
| Fernwood Investment Management, LLC | 0.07% | Add +4.2% | 922 | $227K |
| SVB Wealth LLC | 0.01% | Reduce -56.4% | 921 | $227K |
| Peak Planning Group, LLC | 0.11% | New | 919 | $227K |
| Physician Wealth Advisors, Inc. | 0.04% | New | 861 | $225K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -19.0% | 911 | $225K |
| Certified Advisory Corp | 0.03% | New | 910 | $224K |
| Swisher Financial Concepts, Inc. | 0.23% | Reduce -1.2% | 894 | $224K |
| Zhang Financial LLC | 0.02% | New | 904 | $223K |
| Rice Partnership, LLC | 0.05% | New | 902 | $222K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 901 | $222K |
| Philadelphia Trust Co. | 0.02% | New | 899 | $222K |
| Legacy Financial Group, Inc. | 0.08% | No change | 900 | $222K |
| Marex Group Ltd | 0.01% | New | 892 | $220K |
| Freestone Capital Holdings, LLC | 0.01% | New | 890 | $220K |
| Procyon Advisors, LLC | 0.02% | No change | 888 | $219K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.7% | 879 | $217K |
| Cedrus LLC | 0.11% | New | 870 | $215K |
| Lowery Thomas, LLC | 0.16% | Reduce -3.2% | 870 | $215K |
| Private Trust Co. NA | 0.02% | Add +1.5% | 856 | $211K |
| Winthrop Advisory Group LLC | 0.03% | New | 855 | $211K |
| Beacon Capital Management, LLC | 0.04% | Add +260.6% | 851 | $210K |
| Farther Finance Advisors, LLC | 0.01% | Add +70.7% | 845 | $208K |
| Alpha Cubed Investments, LLC | 0.01% | New | 843 | $208K |
| Chicago Partners Investment Group LLC | 0.01% | New | 940 | $207K |
| Arete Wealth Advisors, LLC | 0.02% | New | 838 | $206K |
| Advisors Capital Management, LLC | 0.00% | New | 837 | $206K |
| Consolidated Portfolio Review Corp | 0.05% | New | 832 | $205K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 828 | $204K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -13.4% | 825 | $203K |
| Crestwood Advisors Group, LLC | 0.00% | New | 821 | $202K |
| Almanack Investment Partners, LLC. | 0.03% | New | 821 | $202K |
| Concorde Asset Management, LLC | 0.12% | Reduce -37.9% | 812 | $200K |
| Mfa Wealth Advisors, LLC | 0.04% | New | 786 | $194K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -3.2% | 727 | $179K |
| NorthRock Partners, LLC | 0.01% | Reduce -34.4% | 711 | $175K |
| Vestor Capital, LLC | 0.01% | No change | 702 | $173K |
| Strategic Financial Concepts, LLC | 0.10% | Add +14795.3% | 264,988 | $173K |
| Elevate Wealth Advisory, Inc. | 0.14% | Add +16.2% | 697 | $172K |
| Angeles Wealth Management, LLC | 0.02% | Add +42.0% | 690 | $170K |
| NFSG Corp | 0.06% | Add +13.1% | 658 | $162K |
| CENTRAL TRUST Co | 0.00% | No change | 645 | $159K |
| Olistico Wealth, LLC | 0.10% | New | 627 | $155K |
| ORG Partners LLC | 0.02% | New | 621 | $153K |
| Valley National Advisers Inc. | 0.02% | Add +13.6% | 609 | $150K |
| Carmichael Hill & Associates, Inc. | 0.06% | No change | 604 | $149K |
| Oakworth Capital, Inc. | 0.01% | No change | 600 | $148K |
| Clear Point Advisors Inc. | 0.11% | Add +97.9% | 558 | $138K |
| Silicon Valley Capital Partners | 0.02% | No change | 551 | $136K |
| Tacita Capital Inc | 0.09% | No change | 540 | $133K |
| Matrix Private Capital Group LLC | 0.08% | No change | 530 | $131K |
| Trust Co. of Vermont | 0.01% | No change | 525 | $129K |
| Archer Investment Corp | 0.04% | Reduce -4.2% | 520 | $128K |
| Ancora Advisors LLC | 0.00% | No change | 511 | $126K |
| Walleye Trading LLC | 0.00% | Reduce -90.2% | 479 | $118K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 471 | $116K |
| TruNorth Capital Management, LLC | 0.04% | Add +73.2% | 466 | $115K |
| Signature Resources Capital Management, LLC | 0.09% | New | 450 | $111K |
| Global Wealth Strategies & Associates | 0.04% | Reduce -11.1% | 440 | $109K |
| Arax Advisory Partners | 0.01% | Reduce -17.2% | 420 | $104K |
| Clear Investment Research, LLC | 0.13% | Add +13.2% | 411 | $101K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 400 | $99K |
| Duncker Streett & Co. Inc. | 0.02% | Add +163.3% | 395 | $97K |
| Optimum Investment Advisors | 0.04% | Add +56.3% | 361 | $89K |
| BlackRock Inc. | 0.00% | Add +242.9% | 360 | $89K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -81.3% | 357 | $88K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 384 | $87K |
| Canton Hathaway, LLC | 0.02% | No change | 348 | $86K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -7.9% | 348 | $86K |
| Howe & Rusling Inc. | 0.01% | Add +29.9% | 343 | $85K |
| Tyler-Stone Wealth Management | 0.03% | Reduce -45.9% | 336 | $83K |
| Macroview Investment Management LLC | 0.09% | Add +17.7% | 326 | $81K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.3% | 321 | $79K |
| Wellington Shields & Co., LLC | 0.02% | No change | 309 | $76K |
| WASHINGTON TRUST Co | 0.00% | No change | 309 | $76K |
| Advanced Asset Management Advisors Inc | 0.02% | No change | 308 | $76K |
| Triad Wealth Partners, LLC | 0.04% | New | 306 | $75K |
| Mather Group, Llc. | 0.00% | Add +1987.5% | 334 | $75K |
| Element Wealth, LLC | 0.04% | No change | 300 | $74K |
| Ransom Advisory, Ltd | 0.04% | No change | 300 | $74K |
| Provident Wealth Management, LLC | 0.03% | New | 300 | $74K |
| Manchester Capital Management LLC | 0.01% | No change | 300 | $74K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -44.4% | 300 | $74K |
| Creekmur Asset Management LLC | 0.02% | No change | 297 | $73K |
| AdvisorNet Financial, Inc | 0.01% | Add +19.5% | 282 | $70K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +61.9% | 272 | $67K |
| VitalStone Financial, LLC | 0.05% | Add +54.5% | 258 | $64K |
| Gradient Investments LLC | 0.00% | No change | 255 | $63K |
| Lanark Financial, Inc. | 0.01% | Add +2.0% | 254 | $62K |
| Family Firm, Inc. | 0.01% | New | 246 | $61K |
| Asset Dedication, LLC | 0.00% | Add +8.9% | 245 | $60K |
| Windsor Advisory Group, LLC | 0.12% | New | 243 | $60K |
| Biltmore Family Office, LLC | 0.01% | No change | 230 | $57K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 213 | $53K |
| IAG Wealth Partners, LLC | 0.01% | New | 209 | $52K |
| Heritage Wealth Advisors | 0.00% | Reduce -19.2% | 189 | $47K |
| GAMMA Investing LLC | 0.01% | No change | 186 | $46K |
| Walleye Capital LLC | 0.00% | Reduce -89.6% | 186 | $46K |
| Opal Wealth Advisors, LLC | 0.01% | New | 182 | $45K |
| Tortoise Investment Management, LLC | 0.01% | No change | 177 | $44K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 161 | $40K |
| Integrity Financial Corp | 0.02% | Add +63.8% | 154 | $38K |
| Signaturefd, LLC | 0.00% | Reduce -30.4% | 151 | $37K |
| Cultivar Capital, Inc. | 0.03% | New | 150 | $37K |
| LRI Investments, LLC | 0.00% | No change | 150 | $37K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +84.0% | 138 | $32K |
| Transcendent Capital Group LLC | 0.02% | New | 126 | $31K |
| Morling Financial Advisors, LLC | 0.01% | No change | 126 | $31K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 108 | $27K |
| Hollencrest Capital Management | 0.00% | Reduce -80.8% | 107 | $26K |
| SJS Investment Consulting Inc. | 0.01% | No change | 105 | $26K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 105 | $26K |
| Highline Wealth Partners LLC | 0.01% | Reduce -37.0% | 102 | $25K |
| Blue Trust, Inc. | 0.00% | No change | 111 | $25K |
| SouthState Bank Corp | 0.00% | No change | 96 | $24K |
| SYM FINANCIAL Corp | 0.00% | New | 83 | $20K |
| First PREMIER Bank | 0.00% | No change | 75 | $18K |
| Cardiff Park Advisors, LLC | 0.00% | New | 67 | $17K |
| WFA of San Diego, LLC | 0.01% | — | 66 | $16K |
| Clearstead Advisors, LLC | 0.00% | No change | 66 | $16K |
| Gould Capital, LLC | 0.01% | No change | 63 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | — | 53 | $13K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 50 | $12K |
| American Capital Advisory, LLC | 0.01% | New | 21 | $12K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.8% | 45 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 47 | $11K |
| Russell Investments Group, Ltd. | 0.00% | No change | 42 | $10K |
| Aspect Partners, LLC | 0.01% | Add +11.1% | 40 | $10K |
| First United Bank & Trust | 0.00% | New | 40 | $10K |
| CVA Family Office, LLC | 0.00% | No change | 39 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +2.7% | 38 | $9K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +41.7% | 34 | $9K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 33 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -60.3% | 29 | $7K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 29 | $7K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.7% | 28 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 24 | $6K |
| Bollard Group LLC | 0.00% | No change | 23 | $6K |
| Field & Main Bank | 0.00% | No change | 24 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -97.3% | 24 | $6K |
| Allianz SE | 0.00% | New | 24 | $6K |
| Sawyer & Company, Inc | 0.00% | New | 21 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 18 | $4K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -83.3% | 18 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 18 | $4K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -79.0% | 17 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 16 | $4K |
| RFP Financial Group LLC | 0.00% | New | 15 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 15 | $3K |
| Abound Wealth Management | 0.00% | No change | 12 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 10 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 9 | $2K |
| 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% | No change | 6 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 6 | $1K |
| Horizon Investments, LLC | 0.00% | Add +66.7% | 5 | $1K |
| West Branch Capital LLC | 0.00% | No change | 3 | $751 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 3 | $749 |
| Balefire, LLC | 0.00% | No change | 3 | $740 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -98.8% | 3 | $740 |
| PEAK6 Investments LLC | 0.00% | Add +50.0% | 3 | $625 |
| Toronto Dominion Bank | 0.00% | New | 2 | $493 |
| West Paces Advisors Inc. | 0.00% | New | 1 | $247 |
| McClarren Financial Advisors, Inc. | 0.00% | Add +446.7% | 246 | $10 |
"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.