iShares Semiconductor ETFSOXXETF

13F holders, Q3 2024 (September 30)
744holders +6
84new positions
80sold out
5famous investors
$182.30avg. 13F price*

At the end of Q3 2024, 744 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, up 6 from Q2 2024. 84 opened new positions and 80 sold out. The largest holders were Goldman Sachs Group Inc. ($748.4M), Healthcare of Ontario Pension Plan Trust Fund ($682.5M) and Bank of America Corp. ($603.1M). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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

05001,0001,500 Q1 2024: 688Q1 2024Q2 2024: 738Q2 2024Q3 2024: 744Q3 2024Q4 2024: 763Q4 2024Q1 2025: 718Q1 2025Q2 2025: 749Q2 2025Q3 2025: 785Q3 2025Q4 2025: 880Q4 2025Q1 2026: 932Q1 2026Q2 2026: 1,188Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions84$240.4M
Exits80$185.2M

All 13F filers, Q2 2024 → Q3 2024: 12,787,835 shares bought and 3,300,938 shares sold, net +9,486,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 744 holders

Goldman Sachs Group Inc. 0.14% Add +25.1% 3,245,706 $748.4M
Healthcare of Ontario Pension Plan Trust Fund 1.67% Add +47.3% 2,960,000 $682.5M
Bank of America Corp. 0.05% Add +5.9% 2,615,269 $603.1M
Morgan Stanley 0.04% Add +28.4% 2,325,798 $536.3M
Mercer Global Advisors Inc. 0.77% Add +500.0% 8,741,416 $327.2M
JPMorgan Chase & Co. 0.02% Add +2.0% 1,244,540 $287.0M
Wells Fargo & Company 0.05% Reduce -7.3% 951,403 $219.4M
UBS Group AG 0.05% Reduce -24.9% 786,132 $181.3M
LPL Financial LLC 0.08% Reduce -1.5% 765,304 $176.5M
Barclays PLC 0.04% Add +24.3% 426,035 $98.2M
Royal Bank of Canada 0.02% Add +4.0% 406,202 $93.7M
Mirae Asset Securities (usa) Inc. 5.33% Add +60.0% 400,000 $92.2M
Jane Street Group, LLC 0.11% Add +5987.8% 303,113 $69.9M
Donaldson Capital Management, LLC 2.68% Add +21.2% 301,936 $69.6M
Ameriprise Financial Inc. 0.02% Reduce -9.2% 285,243 $65.8M
Millennium Management 0.06% New 268,968 $62.0M
BNP Paribas Financial Markets 0.06% Reduce -74.7% 251,077 $57.9M
Rockefeller Capital Management L.P. 0.15% Add +5.5% 240,367 $55.4M
Commonwealth Equity Services, LLC 0.08% Reduce -13.5% 226,732 $52.3M
Osaic Holdings, Inc. 0.12% Reduce -10.5% 224,368 $51.8M
Cambridge Investment Research Advisors, Inc. 0.17% Reduce -10.6% 215,559 $49.7M
Northwestern Mutual Wealth Management Co. 0.04% Add +19.8% 211,511 $48.8M
LMR Partners LLP 1.30% Add +19.6% 200,000 $46.1M
MML Investors Services, LLC 0.17% Reduce -4.6% 196,583 $45.3M
Cetera Investment Advisers 0.10% Add +8.4% 192,873 $44.5M
Raymond James Financial Services Advisors, Inc. 0.06% Add +29.1% 181,082 $41.8M
Raymond James & Associates 0.02% Add +50.1% 162,706 $37.5M
Bank of Nova Scotia 0.07% New 160,750 $37.1M
HighTower Advisors, LLC 0.05% Reduce -5.2% 157,628 $36.4M
Affinity Wealth Management LLC 5.78% Reduce -0.8% 141,307 $32.6M
Edmond DE Rothschild Holding S.A. 0.52% Add +104.1% 140,703 $32.4M
Citigroup Inc. 0.03% Reduce -32.1% 137,052 $31.6M
Gerber Kawasaki Wealth & Investment Management 1.38% Add +50.3% 130,420 $30.1M
Royal Fund Management, LLC 1.98% Add +266.4% 121,170 $27.9M
Envestnet Asset Management Inc. 0.01% Reduce -49.4% 118,129 $27.2M
Corient Private Wealth LP 0.04% Reduce -0.8% 112,252 $25.8M
Analyst IMS Investment Management Services Ltd. 0.97% Add +51.2% 109,408 $25.2M
Integrated Wealth Concepts LLC 0.31% Reduce -3.0% 108,983 $25.1M
Advisory Services Network, LLC 0.51% No change 100,728 $24.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Add +37.3% 98,300 $22.7M
Truist Financial Corp. 0.04% Add +10.7% 96,411 $22.2M
GM Advisory Group, LLC 1.33% Add +4.5% 96,078 $22.2M
Greenwood Gearhart LLC 1.84% Add +9.6% 95,861 $22.1M
First Manhattan Co. Llc. 0.06% Add +7342.3% 91,317 $21.1M
SG Americas Securities, LLC 0.08% Add +33.5% 88,971 $20.5M
Wharton Business Group, LLC 0.86% New 82,889 $19.1M
Yarbrough Capital, LLC 0.77% No change 82,383 $19.0M
Stifel Financial Corp. 0.02% Reduce -40.8% 79,289 $18.3M
Oppenheimer & Co. Inc. 0.26% Reduce -2.4% 72,993 $16.8M
Jump Financial, LLC 0.35% Add +24.6% 72,840 $16.8M
Kestra Advisory Services, LLC 0.09% Reduce -15.5% 70,547 $16.3M
Turim 21 Investimentos Ltda. 4.42% Add +152.6% 69,704 $16.1M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -50.3% 65,571 $15.3M
International Assets Investment Management, LLC 1.24% Add +10298.8% 385,588 $15.2M
Mariner, LLC 0.03% Add +0.4% 64,204 $14.8M
Albar Capital Ltd 3.07% New 59,259 $13.7M
Susquehanna International Group, LLP 0.02% Reduce -22.0% 58,862 $13.6M
Atria Wealth Solutions, Inc. 0.15% Reduce -0.1% 57,968 $13.4M
TD Waterhouse Canada Inc. 0.11% Reduce -8.9% 59,217 $13.3M
Quantitative Investment Management, LLC 1.30% New 57,147 $13.2M
360 Financial, Inc. 4.83% Reduce -0.4% 56,730 $13.1M
Walleye Trading LLC 0.30% Add +11232.8% 54,284 $12.5M
Bank Hapoalim BM 1.94% Reduce -8.6% 53,107 $12.2M
Provida Pension Fund Administrator 0.26% New 52,560 $12.1M
Portfolio Strategies, Inc. 1.58% Reduce -1.8% 50,774 $11.7M
Legend Financial Advisors, Inc. 8.04% Reduce -2.2% 50,508 $11.6M
Jones Financial Companies LLLP 0.01% Add +67.8% 48,732 $11.3M
Commerce Bank 0.07% Add +0.4% 47,713 $11.0M
Bank of Montreal 0.01% Reduce -58.9% 47,233 $11.0M
Legacy Edge Advisors, LLC 1.76% Add +13.4% 47,654 $11.0M
Nissay Asset Management Corp. /Japan 0.07% Reduce -15.4% 47,594 $11.0M
Twin Tree Management, LP 0.25% Add +1571.4% 46,815 $10.8M
Capital Investment Counsel, LLC 1.82% Reduce -0.1% 45,508 $10.5M
Toth Financial Advisory Corp. 1.22% Add +1.0% 44,881 $10.3M
Woodmont Investment Counsel LLC 0.77% Add +21.3% 44,388 $10.2M
Montag A & Associates Inc. 0.48% Reduce -6.9% 44,002 $10.1M
Financial Partners Group, Inc 1.47% Add +1.2% 42,982 $9.9M
Kestra Private Wealth Services, LLC 0.17% Add +0.9% 40,555 $9.4M
NewEdge Advisors, LLC 0.06% Reduce -1.6% 40,300 $9.3M
Wellington Shields Capital Management, LLC 1.56% Add +3.0% 38,999 $9.0M
Aster Capital Management (DIFC) Ltd 1.90% — 38,024 $8.8M
GTS Securities LLC 0.17% New 37,609 $8.7M
Private Advisor Group, LLC 0.05% Add +3.8% 37,425 $8.6M
Traynor Capital Management, Inc. 0.69% Add +7.5% 36,488 $8.4M
HRT Financial LP 0.04% New 36,475 $8.4M
Cadent Capital Advisors, LLC 2.81% Add +59.5% 35,915 $8.3M
First National Corp. /Ma/ 1.80% Add +50.5% 35,133 $8.1M
Gray Foundation 2.35% No change 34,371 $7.9M
Meridian Wealth Management, LLC 0.38% New 33,713 $7.8M
Wealthfront Advisers LLC 0.02% Add +33.0% 33,253 $7.7M
Fulton Bank, N.A. 0.29% Reduce -3.3% 32,492 $7.5M
Lowe Brockenbrough & Co. Inc. 0.47% Add +28.9% 32,059 $7.4M
Novare Capital Management LLC 0.62% Reduce -0.8% 31,888 $7.4M
RFG Advisory, LLC 0.22% Add +2037.6% 31,679 $7.3M
Strategic Blueprint, LLC 0.44% Reduce -5.8% 30,838 $7.1M
David J Yvars Group 4.24% Add +3.4% 29,715 $6.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -7.8% 29,689 $6.8M
Cibc World Market Inc. 0.02% Add +56.6% 29,656 $6.8M
SPC Financial, Inc. 0.59% Reduce -74.9% 29,176 $6.7M
CMH Wealth Management LLC 1.58% Reduce -34.9% 29,044 $6.7M
Lindbrook Capital, LLC 0.57% Reduce -3.6% 28,106 $6.5M
Sanctuary Advisors, LLC 0.04% Reduce -5.2% 29,564 $6.4M
Schonfeld Strategic Advisors LLC 0.05% Add +207.3% 27,499 $6.3M
Thrivent Financial for Lutherans 0.01% Reduce -1.3% 26,553 $6.1M
Parallax Volatility Advisers, L.P. 0.18% Add +1331.0% 26,317 $6.1M
First Interstate Bank 0.36% Add +11.8% 26,027 $6.0M
Janney Montgomery Scott LLC 0.02% Add +0.8% 25,658 $5.9M
Dynamic Advisor Solutions LLC 0.18% Reduce -14.1% 25,572 $5.9M
Alexander Labrunerie & Co., Inc. 2.71% Add +0.3% 25,367 $5.8M
MAI Capital Management 0.05% Add +2.4% 24,874 $5.7M
Avaii Wealth Management, LLC 2.83% Add +10.7% 24,268 $5.6M
Kingsview Wealth Management, LLC 0.12% Add +0.2% 24,206 $5.6M
Wall Street Financial Group, Inc. 5.85% Add +45.4% 24,078 $5.6M
Cottonwood Capital Advisors, LLC 4.05% Add +6.6% 23,913 $5.5M
Federation des caisses Desjardins du Quebec 0.03% Add +2.6% 23,787 $5.5M
Absolute Capital Management, LLC 3.23% No change 23,550 $5.4M
Independent Financial Group, LLC 0.20% Reduce -8.4% 23,316 $5.4M
Sumitomo Mitsui Financial Group, Inc. 0.12% Reduce -3.7% 23,233 $5.4M
Hudson Bay Capital Management LP 0.04% Add +53.3% 23,000 $5.3M
Symmetry Investments LP 1.11% New 22,700 $5.2M
IPG Investment Advisors LLC 1.14% New 22,631 $5.2M
Martin & Co. Inc. 1.22% Reduce -1.8% 22,541 $5.2M
Concentrum Wealth Management 2.01% Add +1.0% 22,386 $5.2M
Apollon Wealth Management, LLC 0.15% Add +1.5% 22,276 $5.1M
Kelly Financial Services LLC 1.88% Add +4.5% 22,256 $5.1M
United Capital Financial Advisors, LLC 0.04% Reduce -1.1% 22,007 $5.1M
AJ Advisors, LLC 2.58% Add +6.6% 21,829 $5.0M
T. Rowe Price Associates Inc. 0.00% Add +4.2% 21,728 $5.0M
Spire Wealth Management 0.17% Reduce -26.8% 21,591 $5.0M
Spinnaker Trust 0.30% Add +2.1% 21,200 $4.9M
Blair William & Co. 0.01% Add +6.5% 20,964 $4.8M
Sigma Planning Corp 0.15% Add +22.3% 20,871 $4.8M
Theory Financial LLC 2.01% Add +8.7% 20,924 $4.6M
Adams Wealth Management 0.98% Add +4.1% 19,755 $4.6M
CacheTech Inc. 0.98% Add +4.1% 19,755 $4.6M
KKM Financial LLC 2.21% Reduce -18.0% 19,410 $4.5M
Creative Planning 0.00% Reduce -6.3% 19,290 $4.4M
Squarepoint Ops LLC 0.01% Reduce -45.1% 19,134 $4.4M
Comerica Bank 0.02% Reduce -0.4% 19,012 $4.4M
Bristlecone Advisors, LLC 0.35% Reduce -2.3% 18,924 $4.4M
Jaffetilchin Investment Partners, LLC 0.31% Reduce -0.6% 17,518 $4.0M
Prostatis Group LLC 1.32% Add +76.4% 17,469 $4.0M
Elevation Point Wealth Partners, LLC 0.39% Reduce -8.2% 17,423 $4.0M
Cubist Systematic Strategies, LLC 0.06% New 17,378 $4.0M
Anchor Investment Management, LLC 0.38% Add +5.6% 17,232 $4.0M
Harbor Advisory Corp. 1.29% No change 17,105 $3.9M
Beacon Pointe Advisors, LLC 0.05% Reduce -4.9% 16,991 $3.9M
Avantax Advisory Services, Inc. 0.03% Reduce -41.6% 16,785 $3.9M
Clear Street Derivatives LLC 0.07% New 16,442 $3.8M
PFG Advisors 0.24% Add +23.3% 16,420 $3.8M
Robertson Stephens Wealth Management, LLC 0.14% Add +255.6% 16,153 $3.7M
Scotia Capital Inc. 0.02% Add +34.2% 16,111 $3.7M
One Capital Management, LLC 0.12% Reduce -14.6% 16,087 $3.7M
Stratos Wealth Partners, LTD. 0.05% Add +36.1% 15,912 $3.7M
PFG Investments, LLC 0.23% Reduce -0.3% 15,614 $3.6M
Marshall Wace, LLP 0.00% New 15,564 $3.6M
FIL Ltd 0.00% Reduce -57.4% 15,429 $3.6M
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 15,378 $3.5M
Aprio Wealth Management, LLC 0.56% New 15,128 $3.5M
Vienna Asset Management LLC 2.53% Add +64.1% 14,882 $3.4M
Chicago Wealth Management, Inc. 1.82% Reduce -67.2% 14,788 $3.4M
Sowell Financial Services LLC 0.16% Reduce -6.5% 14,785 $3.4M
B. Riley Wealth Advisors, Inc. 0.09% Add +145.9% 14,833 $3.4M
Geneos Wealth Management Inc. 0.13% Add +155.6% 14,632 $3.4M
Citadel Advisors 0.00% Reduce -75.1% 14,581 $3.4M
Lido Advisors, LLC 0.03% Reduce -6.0% 14,528 $3.4M
Herbst Group, LLC 2.04% Reduce -1.4% 14,289 $3.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% Add +312.3% 14,230 $3.3M
Ewa, LLC 1.17% Add +11.7% 15,026 $3.3M
Prosperity Consulting Group, LLC 0.26% New 14,179 $3.3M
Stephens Inc. 0.05% Add +19.4% 13,882 $3.2M
KFG Wealth Management, LLC 0.69% Reduce -13.9% 13,715 $3.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +781.5% 13,672 $3.2M
National Bank of Canada 0.00% Add +4.4% 13,515 $3.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 13,500 $3.1M
Vontobel Holding Ltd. 0.01% Add +27.2% 13,467 $3.1M
US Bancorp \de 0.00% Add +4.6% 13,331 $3.1M
Retirement Planning Group, LLC 0.17% Reduce -4.1% 13,243 $3.1M
Klingman & Associates, LLC 0.19% Reduce -0.1% 13,200 $3.0M
Rakuten Investment Management, Inc. 0.02% Reduce -33.8% 12,819 $3.0M
Magnus Financial Group LLC 0.30% Add +1.6% 12,899 $3.0M
Park Avenue Securities LLC 0.03% Reduce -4.2% 12,568 $2.9M
Family Legacy, Inc. 0.94% Add +4.4% 12,257 $2.8M
Pennsylvania Capital Management Inc. 1.00% Add +1.4% 12,058 $2.8M
Gold Investment Management Ltd. 1.15% Add +0.6% 11,862 $2.7M
FMR LLC 0.00% Add +15.6% 11,914 $2.7M
Armor Investment Advisors, LLC 1.12% Reduce -5.4% 11,696 $2.7M
Weiss Asset Management LP 0.10% No change 11,601 $2.7M
Trek Financial, LLC 0.20% Add +101.8% 11,546 $2.7M
Wellington Management Group LLP 0.00% New 11,445 $2.6M
Beacon Financial Planning, Inc. 1.62% Add +36.0% 11,395 $2.6M
Prime Capital Investment Advisors, LLC 0.04% Add +10.3% 11,335 $2.6M
Ashton Thomas Securities, LLC 0.50% Add +1.1% 11,076 $2.6M
Baird Financial Group, Inc. 0.00% Add +5.0% 10,858 $2.5M
Merit Financial Group, LLC 0.06% Add +4.5% 10,849 $2.5M
Ausdal Financial Partners, Inc. 0.26% Add +0.4% 10,846 $2.5M
Equitable Holdings, Inc. 0.02% Reduce -23.6% 10,792 $2.5M
Fisher Asset Management 0.00% Reduce -38.4% 10,751 $2.5M
Creative Financial Designs Inc. 0.21% Add +2.7% 10,660 $2.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% Reduce -0.5% 10,442 $2.4M
Wealthcare Advisory Partners LLC 0.07% Add +7.8% 10,384 $2.4M
EP Wealth Advisors, LLC 0.02% Add +0.3% 10,204 $2.4M
J.W. Cole Advisors, Inc. 0.10% Reduce -1.2% 10,145 $2.3M
Forte Asset Management LLC 1.24% Add +34.1% 10,105 $2.3M
Koshinski Asset Management, Inc. 0.20% Add +2.7% 9,979 $2.3M
Money Concepts Capital Corp. 0.17% Reduce -0.4% 9,969 $2.3M
Composition Wealth, LLC 0.05% No change 9,912 $2.3M
Steward Partners Investment Advisory, LLC 0.02% Reduce -17.5% 9,821 $2.3M
Wealthspire Advisors, LLC 0.02% Reduce -7.4% 9,745 $2.2M
Condor Capital Management 0.20% Add +1.9% 9,601 $2.2M
Valley Wealth Managers, Inc. 0.16% Reduce -0.8% 9,508 $2.2M
Evolution Wealth Advisors, LLC 0.40% Add +451.8% 9,502 $2.2M
Twin Focus Capital Partners, LLC 0.34% Add +3.7% 9,285 $2.1M
Pallas Capital Advisors LLC 0.09% Reduce -3.9% 9,170 $2.1M
Northstar Advisory Group, LLC 1.08% Reduce -49.6% 9,009 $2.1M
Harmony Asset Management LLC 0.73% Add +26.7% 8,629 $2.0M
Tsfg, LLC 0.43% Add +26.2% 8,571 $2.0M
NewEdge Wealth, LLC 0.04% Add +0.0% 8,413 $1.9M
Concurrent Investment Advisors, LLC 0.06% Add +141.7% 8,391 $1.9M
Credit Agricole S A 0.01% Add +143.8% 8,256 $1.9M
First Financial Bank - Trust Division 0.17% Reduce -4.9% 8,239 $1.9M
Keel Point, LLC 0.16% Add +196.7% 8,216 $1.9M
Stonebridge Financial Planning Group, LLC 0.90% Reduce -4.6% 8,202 $1.9M
Avior Wealth Management, LLC 0.08% Reduce -3.0% 8,199 $1.9M
Focus Partners Wealth 0.01% Reduce -88.9% 8,177 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +140.5% 8,164 $1.9M
Banque Cantonale Vaudoise 0.08% Reduce -40.8% 8,038 $1.9M
Trust Co. of Oklahoma 0.60% Add +199.8% 7,993 $1.8M
Rockland Trust Co. 0.09% No change 7,925 $1.8M
Albion Financial Group 0.13% Add +143.2% 7,876 $1.8M
Y.D. More Investments Ltd 0.19% Reduce -22.5% 7,688 $1.8M
Altfest L J & Co. Inc. 0.23% New 7,636 $1.8M
Optiver Holding B.V. 0.04% New 7,611 $1.8M
DRW Securities, LLC 0.10% Reduce -51.5% 7,599 $1.8M
Apeiron RIA LLC 0.50% Add +0.3% 7,530 $1.7M
Mirabaud & Cie SA 0.50% No change 7,500 $1.7M
Essex Financial Services, Inc. 0.12% Reduce -13.6% 7,543 $1.7M
Tudor Investment Corporation 0.02% Add +423.0% 7,400 $1.7M
Insight Wealth Partners, LLC 1.03% Add +5.0% 7,353 $1.7M
Lokken Investment Group LLC 0.71% Add +2.0% 7,338 $1.7M
Wexford Capital LP 0.40% New 7,278 $1.7M
Matrix Trust Co 0.31% Reduce -1.9% 7,271 $1.7M
IHT Wealth Management, LLC 0.05% Add +67.2% 7,324 $1.7M
Benjamin Edwards Inc. 0.02% New 7,068 $1.6M
Main Management LLC 0.13% Add +5.6% 6,974 $1.6M
Franklin Resources Inc. 0.00% Add +84.5% 6,650 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +6.2% 6,890 $1.6M
Sunbelt Securities, Inc. 0.15% Reduce -16.5% 6,810 $1.6M
Midwest Financial Group LLC 0.90% Add +7.9% 6,644 $1.5M
Howard Capital Management, LLC 0.03% Reduce -1.2% 6,638 $1.5M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -41.5% 6,619 $1.5M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -13.5% 6,541 $1.5M
Capital Market Strategies LLC 0.91% Reduce -0.2% 6,530 $1.5M
Transcendent Capital Group LLC 0.77% Add +5078.6% 6,525 $1.5M
Wedbush Securities Inc. 0.06% Add +12.9% 6,502 $1.5M
Nikulski Financial, Inc. 0.45% Reduce -9.3% 6,497 $1.5M
Northeast Financial Consultants Inc 0.06% Add +13.8% 6,436 $1.5M
Corrado Advisors, LLC 0.93% Add +12.4% 6,433 $1.5M
Trivium Point Advisory, LLC 0.21% New 6,771 $1.5M
City Holding Co. 0.20% Reduce -9.8% 6,402 $1.5M
Washburn Capital Management, Inc. 1.06% Add +8.4% 6,400 $1.5M
Harbour Investments, Inc. 0.04% Add +3.0% 6,370 $1.5M
Avitas Wealth Management LLC 0.21% Add +17.7% 6,362 $1.5M
Western Wealth Management, LLC 0.08% Add +18.1% 6,267 $1.4M
Prosperity Financial Group, Inc. 0.81% Reduce -3.0% 6,222 $1.4M
Brookstone Capital Management 0.02% Reduce -20.4% 6,199 $1.4M
Intellectus Partners, LLC 0.37% Reduce -1.0% 6,186 $1.4M
Cerity Partners LLC 0.00% Add +43.5% 6,151 $1.4M
Farther Finance Advisors, LLC 0.05% Add +625.7% 6,132 $1.4M
New Wave Wealth Advisors LLC 0.65% Add +23.8% 6,129 $1.4M
Heritage Oak Wealth Advisors LLC 0.65% New 6,129 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +8.8% 5,979 $1.4M
Balyasny Asset Management L.P. 0.00% New 5,940 $1.4M
Freedom Investment Management, Inc. 0.11% Add +107.5% 5,881 $1.4M
Integrated Advisors Network LLC 0.07% New 5,874 $1.4M
TRUE Private Wealth Advisors 0.16% Add +6.7% 5,857 $1.4M
Safeguard Investment Advisory Group, LLC 0.38% Reduce -1.4% 5,838 $1.3M
Valeo Financial Advisors, LLC 0.04% Add +5.3% 5,773 $1.3M
National Philanthropic Trust 0.02% No change 5,649 $1.3M
Transcend Capital Advisors, LLC 0.09% Add +5.9% 5,602 $1.3M
Kovack Advisors, Inc. 0.14% Reduce -0.2% 5,532 $1.3M
McAdam, LLC 0.07% Add +15.3% 5,386 $1.2M
HSBC Holdings PLC 0.00% Add +395.9% 5,385 $1.2M
Sargent Investment Group, LLC 0.22% Add +2.1% 5,360 $1.2M
Triton Financial Group Inc 0.79% Reduce -0.1% 5,340 $1.2M
Wealthstream Advisors, Inc. 0.22% Add +0.2% 5,254 $1.2M
Continuum Advisory, LLC 0.15% Reduce -0.5% 5,491 $1.2M
Keystone Financial Group 0.15% New 5,096 $1.2M
Juncture Wealth Strategies, LLC 0.45% Reduce -1.3% 5,035 $1.2M
Townsquare Capital LLC 0.01% Add +0.2% 4,995 $1.2M
Joseph P. Lucia & Associates, LLC 0.53% Add +27.4% 4,992 $1.2M
Captrust Financial Advisors 0.00% Reduce -69.2% 4,925 $1.1M
NorthStar Asset Management LLC 0.76% Reduce -2.8% 4,921 $1.1M
Cwm, LLC 0.00% Add +5.1% 4,857 $1.1M
Avondale Wealth Management 0.72% Add +181.8% 4,821 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Reduce -0.3% 4,806 $1.1M
Telos Capital Management, Inc. 0.11% Add +1.6% 4,723 $1.1M
Atria Investments, Inc 0.01% Reduce -50.8% 4,699 $1.1M
Savant Capital, LLC 0.01% Add +302.4% 4,664 $1.1M
D.A. Davidson & Co. 0.01% Add +15.3% 4,618 $1.1M
Principle Wealth Partners LLC 0.07% Add +0.0% 4,563 $1.1M
Werba Rubin Papier Wealth Management 0.25% Reduce -19.4% 4,561 $1.1M
Principal Securities, Inc. 0.03% Reduce -40.3% 4,542 $1.0M
Allworth Financial LP 0.01% Reduce -1.8% 4,539 $1.0M
AE Wealth Management LLC 0.01% Add +45.8% 4,527 $1.0M
Stratos Wealth Advisors, LLC 0.05% Reduce -7.6% 4,496 $1.0M
Pacific Center for Financial Services 0.27% Add +22.1% 4,456 $1.0M
Trexquant Investment LP 0.01% Add +12.6% 4,424 $1.0M
Perigon Wealth Management, LLC 0.03% Add +24.6% 4,322 $997K
Polymer Capital Management (HK) LTD 0.23% Add +38.8% 4,300 $992K
Afg Fiduciary Services Limited Partnership 0.66% Reduce -0.9% 4,165 $981K
Activest Wealth Management 0.30% Add +71.7% 4,219 $973K
Savvy Advisors, Inc. 0.20% Add +264.9% 4,215 $972K
Financial Management Professionals, Inc. 0.12% Add +8.8% 4,171 $962K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -2.6% 4,141 $955K
First Horizon Advisors, Inc. 0.03% Reduce -1.6% 4,140 $955K
Monetary Management Group Inc. 0.25% Reduce -6.8% 4,140 $955K
Strategic Wealth Partners, Ltd. 0.09% Add +199.8% 4,084 $942K
Independent Wealth Network Inc. 0.42% Add +21.8% 4,080 $941K
Tudor Financial Inc. 0.57% — 3,987 $919K
WealthCare Investment Partners, LLC 0.40% Add +10.3% 3,964 $914K
Equitable Trust Co. 0.06% No change 3,936 $908K
Blue Chip Partners, LLC 0.08% Reduce -5.8% 3,923 $905K
Capital Investment Advisory Services, LLC 0.09% Add +4.7% 3,900 $899K
Phoenix Financial Ltd. 0.01% Reduce -2.3% 3,825 $882K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 3,775 $878K
Resolute Wealth Strategies, LLC 0.45% Add +0.2% 3,778 $871K
StoneCrest Wealth Management, Inc. 0.63% Reduce -11.8% 3,777 $871K
Founders Financial Securities LLC 0.08% Reduce -17.8% 3,753 $865K
Florin Court Capital LLP 0.69% Reduce -84.0% 3,700 $853K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -34.6% 3,694 $852K
Cyndeo Wealth Partners, LLC 0.06% New 3,650 $842K
Global Retirement Partners, LLC 0.03% Add +9.2% 3,640 $839K
Beaumont Financial Advisors, LLC 0.06% Add +2.1% 3,545 $818K
Bank of New York Mellon Corp 0.00% Reduce -34.4% 3,541 $816K
Connecticut Wealth Management, LLC 0.04% No change 3,534 $815K
Apexium Financial, LP 0.05% Add +35.3% 3,531 $814K
Ironwood Financial, llc 0.17% Reduce -0.4% 3,528 $814K
IFP Advisors, Inc 0.03% Add +86.0% 3,511 $810K
Advisory Alpha, LLC 0.03% Add +8.8% 3,502 $808K
Beacon Financial Advisory LLC 0.27% Add +5.2% 3,448 $795K
Northern Trust Corp. 0.00% Add +5.5% 3,439 $793K
SpiderRock Advisors, LLC 0.02% Add +9.1% 3,405 $785K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -7.6% 3,384 $780K
Synovus Financial Corp. 0.01% Reduce -5.0% 3,358 $774K
Lynx Investment Advisory 0.55% Add +0.9% 3,342 $771K
ExodusPoint Capital Management, LP 0.01% New 3,336 $769K
Capital Management Associates 0.84% No change 3,286 $758K
Insigneo Advisory Services, LLC 0.08% Add +19.8% 3,277 $756K
O'ROURKE & COMPANY, Inc 0.38% Add +65.9% 3,271 $754K
Moneta Group Investment Advisors LLC 0.01% Add +3.0% 3,228 $744K
Cassaday & Co Wealth Management LLC 0.02% Add +6.0% 3,205 $739K
Thoroughbred Financial Services, LLC 0.05% Reduce -52.2% 3,203 $738K
First Heartland Consultants, Inc. 0.08% Reduce -5.7% 3,193 $736K
Ellis Investment Partners, LLC 0.14% Add +2.5% 3,180 $733K
Exencial Wealth Advisors, LLC 0.03% Reduce -3.0% 3,151 $726K
Zhang Financial LLC 0.04% Add +239.7% 3,071 $708K
Bright Financial Advisors, Inc. 0.45% No change 3,067 $707K
Gladstone Institutional Advisory LLC 0.03% Add +39.4% 3,062 $706K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -56.5% 3,017 $696K
Cresset Asset Management, LLC 0.00% Add +3.6% 2,935 $677K
GSG Advisors LLC 0.22% Add +0.2% 2,972 $666K
Manufacturers Life Insurance Company, The 0.00% Reduce -55.5% 2,881 $664K
Fortitude Advisory Group L.L.C. 0.42% No change 2,875 $663K
Signet Financial Management, LLC 0.08% Reduce -1.6% 2,850 $657K
HB Wealth Management, LLC 0.01% Add +2.2% 2,828 $652K
NorthCoast Asset Management LLC 0.00% Add +10.5% 3,118 $646K
Westside Investment Management, Inc. 0.14% No change 2,778 $641K
Centaurus Financial, Inc. 0.04% Reduce -57.4% 2,757 $636K
RDA Financial Network 0.20% Reduce -0.3% 2,758 $636K
Concentric Wealth Management, LLC 0.15% No change 2,745 $633K
Capital CS Group, LLC 0.76% Add +14.4% 2,733 $630K
Kesler, Norman & Wride, LLC 0.12% Reduce -30.3% 2,731 $630K
Kingswood Wealth Advisors, LLC 0.04% Add +60.3% 2,727 $629K
Patriot Investment Management Group, Inc. 0.05% Add +1.7% 2,702 $623K
CIBC Private Wealth Group LLC 0.00% Add +0.6% 2,665 $614K
Summit X, LLC 0.15% Reduce -3.2% 2,474 $610K
Flagstar Securities, Inc. 0.15% Add +58.2% 2,633 $607K
Cookson Peirce & Co. Inc. 0.03% Reduce -2.6% 2,534 $584K
Allie Family Office LLC 0.31% No change 2,529 $583K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -12.8% 2,529 $583K
Csenge Advisory Group 0.03% Reduce -36.1% 2,470 $582K
Paragon Private Wealth Management, LLC 0.29% Reduce -3.7% 2,521 $581K
PSI Advisors, LLC 0.17% Add +6.9% 2,517 $580K
Allstate Corp. 0.05% New 2,500 $576K
Apollon Financial, LLC 0.17% Reduce -5.2% 2,484 $573K
Brown Advisory Inc. 0.00% No change 2,475 $571K
Independence Bank of Kentucky 0.12% Reduce -3.0% 2,466 $569K
Lodestar Private Asset Management LLC 0.07% Add +4.8% 2,434 $561K
Focus Financial Network, Inc. 0.02% Reduce -25.4% 2,430 $560K
Obermeyer Wealth Partners 0.03% No change 2,406 $555K
Trilogy Capital Inc. 0.03% Add +4.4% 2,367 $546K
Accredited Investors Inc. 0.03% Add +0.1% 2,365 $545K
O'shaughnessy Asset Management, LLC 0.00% Add +0.1% 2,262 $542K
Avalon Trust Co 0.04% No change 2,350 $542K
WFA Asset Management Corp 0.29% Add +14.6% 2,348 $541K
Carnegie Investment Counsel 0.02% No change 2,301 $531K
Rathbones Group PLC 0.00% Reduce -0.9% 2,279 $526K
Journey Strategic Wealth LLC 0.02% New 2,265 $522K
Bay Harbor Wealth Management, LLC 0.17% Add +8.2% 2,252 $519K
Peapack Gladstone Financial Corp. 0.01% Add +44.2% 2,249 $519K
Kraematon Investment Advisors, Inc. 0.51% Reduce -21.2% 2,239 $516K
National Wealth Management Group, LLC 0.35% Reduce -4.7% 2,235 $515K
Delta Investment Management, LLC 0.10% Reduce -1.0% 2,221 $512K
New England Private Wealth Advisors LLC 0.08% Add +1.0% 2,208 $509K
Choreo, LLC 0.01% Reduce -2.4% 2,264 $508K
SOA Wealth Advisors, LLC. 0.10% Add +0.2% 2,175 $502K
Good Life Advisors, LLC 0.03% Add +93.6% 2,176 $502K
N.E.W. Advisory Services LLC 0.05% Add +12.2% 2,174 $501K
Wbi Investments, LLC 0.12% Add +66.3% 2,162 $499K
Snowden Capital Advisors LLC 0.01% Add +54.6% 2,157 $497K
Biondo Investment Advisors, LLC 0.07% Add +0.5% 2,155 $497K
Mutual Advisors, LLC 0.01% Reduce -31.4% 2,181 $496K
Private Wealth Advisors, LLC 0.20% Add +0.1% 2,191 $491K
Madison Wealth Partners, Inc 0.14% New 2,116 $488K
Davis Investment Partners, LLC 0.20% Reduce -4.6% 2,134 $485K
Prospera Financial Services Inc 0.01% Reduce -91.1% 2,062 $476K
Global Assets Advisory, LLC 0.26% No change 2,079 $466K
Mackenzie Financial Corp. 0.00% Reduce -9.5% 2,010 $463K
PEAK6 Investments LLC 0.02% Add +66366.7% 1,994 $460K
Virtue Capital Management, LLC 0.09% Add +68.9% 1,990 $459K
RB Capital Management, LLC 0.11% Add +11.4% 1,976 $456K
Banque Pictet & Cie SA 0.00% Add +18.2% 1,950 $450K
Apella Capital, LLC 0.02% Add +1.2% 1,975 $449K
Assetmark, Inc. 0.00% Add +34.8% 1,945 $448K
Interchange Capital Partners, LLC 0.16% Reduce -14.2% 1,928 $445K
Jacobi Capital Management LLC 0.03% Add +24.1% 1,919 $443K
Verus Capital Partners, LLC 0.04% Reduce -0.7% 1,916 $442K
Fermata Advisors, LLC 0.09% Reduce -88.5% 1,899 $438K
Goodman Advisory Group, LLC 0.12% Reduce -18.2% 1,863 $430K
Swisher Financial Concepts, Inc. 0.27% Add +100.1% 1,789 $428K
FourThought Financial Partners, LLC 0.05% Add +0.1% 1,846 $426K
Baker Avenue Asset Management, LP 0.01% No change 1,836 $423K
Willner & Heller, LLC 0.38% Add +7.0% 1,832 $422K
Empower Advisory Group, LLC 0.00% Reduce -3.1% 1,828 $422K
Pathway Financial Advisers, LLC 0.19% Add +19.4% 1,823 $420K
Glenmede Trust Co. NA 0.00% New 1,815 $419K
Quantbot Technologies LP 0.02% Add +74.5% 1,806 $416K
Marex Group Ltd 0.01% Add +102.3% 1,805 $416K
Brighton Jones LLC 0.02% Add +18.4% 1,799 $415K
Diversified Trust Co. 0.01% Add +4.1% 1,799 $415K
CX Institutional 0.02% Reduce -3.4% 1,782 $411K
Raymond James Trust N.A. 0.01% Reduce -24.5% 1,779 $410K
Pine Harbor Wealth Management, LLC 0.20% Add +0.2% 1,778 $410K
Front Row Advisors LLC 0.14% Reduce -4.6% 1,748 $403K
KCM Investment Advisors LLC 0.01% Add +3.5% 1,740 $401K
Coldstream Capital Management Inc. 0.01% Reduce -6.0% 1,728 $398K
ProVise Management Group, LLC 0.03% Add +0.7% 1,692 $390K
White Lighthouse Investment Management Inc. 0.07% Add +0.1% 1,687 $389K
Gallagher Fiduciary Advisors, LLC 0.08% No change 1,666 $384K
American Institute for Advanced Investment Management, LLP 0.27% No change 1,664 $384K
Pacific Sun Financial Corp 0.21% New 1,649 $380K
&partners 0.01% Add +6.3% 1,641 $378K
Selective Wealth Management, Inc. 0.16% Add +11.2% 1,625 $378K
Executive Wealth Management, LLC 0.03% New 1,637 $377K
Essex LLC 0.08% No change 1,635 $377K
Cypress Wealth Services, LLC 0.08% Add +29.8% 1,630 $376K
Peak Planning Group, LLC 0.16% Add +76.9% 1,626 $375K
XML Financial, LLC 0.03% New 1,623 $374K
Keebeck Wealth Management 0.05% No change 1,620 $374K
Private Capital Management LLC 0.07% New 1,592 $367K
Colonial River Investments, LLC 0.18% New 1,590 $367K
Axxcess Wealth Management, LLC 0.01% New 1,590 $367K
Madrona Financial Services, LLC 0.10% Reduce -3.7% 1,581 $365K
Ignite Planners, LLC 0.08% Reduce -0.6% 1,574 $363K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -3.7% 1,549 $357K
Buttonwood Financial Advisors Inc. 0.16% Reduce -1.9% 1,543 $356K
Terra Nova Asset Management LLC 0.26% Reduce -0.5% 1,528 $352K
Continental Investors Services, Inc. 0.72% Reduce -3.5% 1,569 $352K
Holderness Investments Co. 0.08% No change 1,509 $348K
Manchester Capital Management LLC 0.04% Add +402.3% 1,507 $348K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 1,500 $346K
Merrion Investment Management Co, LLC 0.23% No change 1,500 $346K
Rehmann Capital Advisory Group 0.02% New 1,484 $342K
Level Four Advisory Services, LLC 0.01% Reduce -4.0% 1,563 $341K
Waverly Advisors, LLC 0.01% Reduce -47.7% 1,478 $341K
HBW Advisory Services LLC 0.05% Add +24.9% 1,468 $339K
Hilltop Holdings Inc. 0.02% Reduce -0.6% 1,468 $339K
GPS Wealth Strategies Group, LLC 0.04% Add +8.3% 1,464 $338K
LM Advisors LLC 0.07% No change 1,417 $327K
Ascentis Independent Advisors 0.05% Reduce -2.4% 1,417 $327K
Red Spruce Capital, LLC 0.15% Reduce -6.7% 1,398 $322K
Welch & Forbes LLC 0.00% No change 1,398 $322K
Rinkey Investments 0.10% No change 1,397 $322K
Whalerock Point Partners, LLC 0.08% No change 1,395 $322K
Two Sigma Securities, LLC 0.03% Reduce -54.0% 1,387 $320K
Astoria Portfolio Advisors LLC. 0.11% Add +16.6% 1,347 $317K
17 Capital Partners, LLC 0.21% Add +33.3% 1,370 $316K
Syntegra Private Wealth Group, LLC 0.04% Add +22.9% 1,368 $315K
Moors & Cabot, Inc. 0.02% New 1,366 $315K
Fragasso Financial Advisors Inc 0.02% Add +0.2% 1,361 $314K
Secure Asset Management, LLC 0.05% Reduce -5.8% 1,357 $313K
Novak & Powell Financial Services, Inc. 0.18% No change 1,350 $311K
Spreng Capital Management, Inc. 0.15% Reduce -18.6% 1,330 $307K
Obsidian Cio, LLC 0.06% Reduce -0.7% 1,323 $305K
Verdence Capital Advisors LLC 0.02% No change 1,311 $302K
Linscomb Wealth, Inc. 0.01% No change 1,311 $302K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +2.6% 1,317 $302K
Financial Counselors Inc. 0.00% No change 1,305 $301K
Pathstone Holdings, LLC 0.00% Reduce -20.9% 1,301 $300K
Dakota Wealth Management 0.01% Add +8.3% 1,299 $300K
Trust Point Inc. 0.02% No change 1,296 $299K
Prosperity Wealth Management, Inc. 0.12% Add +0.2% 1,290 $297K
Icon Wealth Advisors, LLC 0.02% No change 1,281 $295K
Lake Street Advisors Group, LLC 0.01% New 1,281 $295K
Busey Bank 0.01% No change 1,272 $293K
Fort Sheridan Advisors LLC 0.04% Reduce -25.1% 1,272 $293K
Perennial Investment Advisors, LLC 0.04% Reduce -1.4% 1,262 $291K
Gerber, LLC 0.21% Reduce -2.5% 1,261 $291K
Aviance Capital Partners, LLC 0.04% Add +2.9% 1,259 $290K
Black Swift Group, LLC 0.06% New 1,250 $288K
Boston Financial Mangement LLC 0.01% Add +9.6% 1,246 $287K
Kathmere Capital Management, LLC 0.03% Reduce -39.4% 1,236 $285K
Wealthgarden F.S. LLC 0.28% Add +3.7% 1,232 $284K
Nwam LLC 0.02% New 1,222 $282K
Cresta Advisors, Ltd. 0.15% Reduce -95.1% 1,212 $279K
Liberty Wealth Management LLC 0.05% Reduce -9.5% 1,195 $276K
Financial Advocates Investment Management 0.02% New 1,835 $275K
Choate Investment Advisors 0.01% No change 1,185 $273K
Johnson Investment Counsel Inc. 0.00% Reduce -2.4% 1,178 $272K
AQR Capital Management 0.00% Reduce -0.3% 1,176 $271K
MinichMacGregor Wealth Management, LLC 0.06% Reduce -98.3% 804 $270K
AllSquare Wealth Management LLC 0.15% No change 1,170 $270K
Colonial Trust Co / SC 0.04% No change 1,170 $270K
Sweeney & Michel, LLC 0.11% Reduce -15.5% 1,163 $267K
Outlook Wealth Advisors, LLC 0.08% No change 1,150 $265K
Strategic Financial Concepts, LLC 0.08% Reduce -99.6% 1,148 $265K
WBH Advisory Inc. 0.03% Reduce -4.5% 1,146 $264K
Hazlett, Burt & Watson, Inc. 0.12% No change 1,145 $264K
Key Client Fiduciary Advisors, LLC 0.12% New 1,142 $263K
Sharper & Granite LLC 0.12% New 1,137 $262K
MWA Asset Management 0.17% Add +2.3% 1,134 $261K
Signature Estate & Investment Advisors LLC 0.01% Add +4.9% 1,127 $260K
Councilmark Asset Management, LLC 0.17% No change 1,125 $259K
Sculati Wealth Management, LLC 0.10% New 1,125 $259K
Freestone Capital Holdings, LLC 0.01% Add +25.4% 1,116 $257K
L & S Advisors Inc 0.03% Reduce -2.5% 1,114 $257K
Journey Advisory Group, LLC 0.03% Reduce -1.9% 1,040 $256K
Integrated Capital Management, LLC 0.14% — 1,111 $256K
Becker Capital Management Inc. 0.01% New 1,110 $256K
North Star Investment Management Corp. 0.02% Add +33.5% 1,105 $255K
Fielder Capital Group LLC 0.08% No change 1,104 $255K
Natixis 0.00% New 1,100 $254K
Rosenberg Matthew Hamilton 0.07% No change 1,080 $249K
Arkadios Wealth Advisors 0.01% Reduce -33.8% 1,077 $248K
Essex Bank 0.06% No change 1,074 $248K
Calydon Capital 0.04% No change 1,000 $247K
Well Done, LLC 0.04% Reduce -95.3% 1,069 $247K
Cozad Asset Management Inc. 0.02% New 1,065 $246K
Heirloom Wealth Management 0.08% Reduce -9.0% 1,060 $244K
Oxler Private Wealth LLC 0.09% New 1,060 $244K
Waldron Private Wealth LLC 0.01% Add +0.1% 1,051 $242K
Commonwealth Financial Services, LLC 0.05% Reduce -20.3% 1,081 $242K
Mgo One Seven LLC 0.01% Add +4.1% 1,050 $242K
Alpha Cubed Investments, LLC 0.01% Add +23.8% 1,044 $241K
Modera Wealth Management, LLC 0.00% Reduce -38.9% 1,030 $238K
Glenview Trust Co 0.00% No change 1,030 $238K
Main Street Financial Solutions, LLC 0.02% Add +3.1% 1,019 $235K
QCM Cayman, Ltd. 6.46% New 1,018 $235K
LRI Investments, LLC 0.02% Add +612.0% 1,068 $233K
Physician Wealth Advisors, Inc. 0.04% Add +18.4% 1,019 $232K
Fernwood Investment Management, LLC 0.08% Add +8.9% 1,004 $232K
Neuberger Berman Group LLC 0.00% No change 1,003 $231K
Accurate Wealth Management, LLC 0.05% Reduce -2.8% 1,007 $229K
Southern Capital Advisors, LLC 0.13% Add +0.2% 992 $229K
Cornerstone Wealth Management, LLC 0.02% No change 990 $228K
Patten & Patten Inc. 0.02% Reduce -1.5% 990 $228K
Cascade Financial Partners, LLC 0.03% New 1,000 $228K
Yarger Wealth Strategies, LLC 0.13% Add +0.3% 989 $228K
HF Advisory Group, LLC 0.11% Reduce -33.4% 988 $228K
Moloney Securities Asset Management, LLC 0.03% Reduce -50.0% 986 $227K
Sequoia Financial Advisors, LLC 0.00% New 977 $225K
Tempus Wealth Planning, LLC 0.08% No change 963 $222K
Summa Corp. 0.10% New 950 $219K
Sandy Spring Bank 0.01% No change 948 $219K
Lowery Thomas, LLC 0.15% Add +8.8% 947 $218K
Arrowroot Family Office, LLC 0.13% Add +1.4% 945 $218K
Strategic Family Wealth Counselors, L.L.C. 0.08% New 939 $217K
Chicago Capital, LLC 0.01% No change 939 $217K
Chicago Partners Investment Group LLC 0.01% Add +1.8% 957 $216K
Certified Advisory Corp 0.02% Add +3.0% 937 $216K
Cedrus LLC 0.08% Add +7.4% 934 $215K
Stock Yards Bank & Trust Co. 0.01% No change 931 $215K
Shared Vision Wealth Group LLC 0.11% No change 927 $214K
Cedar Wealth Management, LLC 0.07% Reduce -5.1% 925 $213K
Consolidated Portfolio Review Corp 0.05% Add +10.5% 919 $212K
Armstrong Advisory Group, Inc. 0.02% Reduce -17.0% 906 $209K
Concourse Financial Group Securities, Inc. 0.01% Add +9.4% 903 $208K
Rice Partnership, LLC 0.04% No change 902 $208K
Philadelphia Trust Co. 0.01% No change 899 $207K
Heritage Family Offices, LLP 0.11% Reduce -11.0% 892 $206K
Leo Wealth, LLC 0.02% Reduce -20.1% 887 $205K
DAVENPORT & Co LLC 0.00% Reduce -76.0% 886 $204K
CreativeOne Wealth, LLC 0.01% New 885 $204K
Blackston Financial Advisory Group, LLC 0.11% New 884 $204K
Orion Porfolio Solutions, LLC 0.00% Reduce -75.3% 883 $204K
Orion Portfolio Solutions, LLC 0.00% Reduce -75.3% 883 $204K
World Investment Advisors 0.01% Reduce -8.8% 874 $202K
RiverFront Investment Group, LLC 0.00% New 870 $201K
Oliver Lagore Vanvalin Investment Group 0.05% Reduce -20.4% 845 $195K
Elevate Wealth Advisory, Inc. 0.14% Add +14.6% 799 $184K
Olistico Wealth, LLC 0.11% Add +25.5% 787 $182K
Brown Brothers Harriman & Co. 0.00% Reduce -11.9% 774 $178K
Beacon Capital Management, LLC 0.03% Reduce -10.2% 764 $176K
Stelac Advisory Services LLC 0.07% Reduce -48.0% 741 $171K
Founders Financial Alliance, LLC 0.05% Add +0.1% 728 $168K
NorthRock Partners, LLC 0.01% No change 711 $164K
Vestor Capital, LLC 0.01% No change 702 $162K
Private Trust Co. NA 0.02% Reduce -21.4% 673 $155K
TruNorth Capital Management, LLC 0.05% Add +44.0% 671 $155K
CENTRAL TRUST Co 0.00% No change 645 $149K
Mfa Wealth Advisors, LLC 0.03% Reduce -18.3% 642 $148K
CoreCap Advisors, LLC 0.01% New 633 $146K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -35.6% 630 $145K
AdvisorNet Financial, Inc 0.01% Add +119.9% 620 $143K
ORG Partners LLC 0.02% Reduce -1.8% 610 $141K
Carmichael Hill & Associates, Inc. 0.05% Add +0.3% 606 $140K
Oakworth Capital, Inc. 0.01% No change 600 $138K
Luken Investment Analytics, LLC 0.06% New 582 $134K
Basso Capital Management, L.P. 0.12% Reduce -59.0% 553 $128K
Silicon Valley Capital Partners 0.02% Add +0.2% 552 $127K
Signaturefd, LLC 0.00% Add +264.9% 551 $127K
Tacita Capital Inc 0.08% No change 540 $125K
Matrix Private Capital Group LLC 0.07% No change 530 $122K
Householder Group Estate & Retirement Specialist, LLC 0.04% Add +94.5% 529 $121K
Archer Investment Corp 0.03% No change 520 $120K
Eastern Bank 0.00% New 498 $115K
Angeles Wealth Management, LLC 0.01% Reduce -29.1% 489 $113K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 412 $113K
Clear Investment Research, LLC 0.14% Add +15.8% 476 $110K
FAS Wealth Partners, Inc. 0.01% No change 471 $109K
Arax Advisory Partners 0.01% Add +10.7% 465 $107K
Strategic Investment Solutions, Inc. 0.03% Reduce -57.6% 457 $106K
Clear Point Advisors Inc. 0.08% Reduce -19.2% 451 $104K
Signature Resources Capital Management, LLC 0.09% No change 450 $104K
Western Pacific Wealth Management, LP 0.07% New 450 $104K
Global Wealth Strategies & Associates 0.03% No change 440 $101K
Mather Group, Llc. 0.00% Add +22.5% 409 $94K
Trust Co. of Vermont 0.00% Reduce -23.8% 400 $92K
JTC Employer Solutions Trustee Ltd 0.01% No change 400 $92K
Wilmington Savings Fund Society, FSB 0.00% New 398 $92K
Duncker Streett & Co. Inc. 0.02% No change 395 $91K
Parallel Advisors, LLC 0.00% Add +755.6% 385 $89K
Ascentis Wealth Management, LLC 0.03% — 375 $87K
VitalStone Financial, LLC 0.06% Add +45.0% 374 $86K
Realta Investment Advisors 0.04% Reduce -92.0% 347 $83K
Optimum Investment Advisors 0.04% No change 361 $83K
Spectrum Wealth Counsel, LLC 0.01% No change 357 $82K
Salem Investment Counselors Inc. 0.00% No change 348 $80K
Canton Hathaway, LLC 0.02% No change 348 $80K
Howe & Rusling Inc. 0.01% No change 343 $79K
IAG Wealth Partners, LLC 0.01% Add +62.2% 339 $78K
Advanced Asset Management Advisors Inc 0.02% No change 308 $76K
Capital Analysts, LLC 0.00% Reduce -71.0% 324 $75K
Fifth Third Bancorp 0.00% New 315 $73K
Wellington Shields & Co., LLC 0.02% No change 309 $71K
WASHINGTON TRUST Co 0.00% No change 309 $71K
Fortitude Family Office, LLC 0.03% New 306 $71K
Ransom Advisory, Ltd 0.03% No change 300 $69K
Creekmur Asset Management LLC 0.02% No change 297 $68K
Macroview Investment Management LLC 0.06% Reduce -12.6% 285 $66K
Koesten, Hirschmann & Crabtree, INC. 0.04% Reduce -26.0% 284 $65K
Provident Wealth Management, LLC 0.02% Reduce -5.7% 283 $65K
EverSource Wealth Advisors, LLC 0.00% Add +104.3% 282 $65K
Qube Research & Technologies Ltd 0.00% Reduce -98.4% 267 $62K
Lanark Financial, Inc. 0.00% No change 254 $58K
Aptus Capital Advisors, LLC 0.00% Add +767.9% 243 $56K
Biltmore Family Office, LLC 0.01% No change 230 $53K
Raffa Wealth Management, LLC 0.01% New 228 $52K
Hamilton Point Investment Advisors, LLC 0.01% No change 213 $49K
EPG Wealth Management LLC 0.01% Add +0.0% 210 $48K
Integrity Financial Corp 0.03% Add +34.4% 207 $48K
Carolinas Wealth Consulting LLC 0.01% Reduce -37.4% 201 $46K
GAMMA Investing LLC 0.00% No change 186 $43K
Walleye Capital LLC 0.00% No change 186 $43K
Morse Asset Management, Inc 0.01% New 184 $42K
Robinswood Financial LLC 0.02% New 180 $42K
Tortoise Investment Management, LLC 0.00% No change 177 $41K
Hollencrest Capital Management 0.00% Add +56.1% 167 $39K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 161 $37K
Wintrust Investments LLC 0.03% Reduce -84.2% 164 $37K
Truvestments Capital LLC 0.01% New 150 $35K
BOK Financial Private Wealth, Inc. 0.00% No change 150 $35K
Morling Financial Advisors, LLC 0.01% No change 126 $29K
Clearstead Advisors, LLC 0.00% Add +83.3% 121 $28K
Blue Trust, Inc. 0.00% No change 111 $27K
Global Trust Asset Management, LLC 0.01% New 118 $27K
Cape Investment Advisory, Inc. 0.01% Add +1030.0% 113 $26K
Bokf, NA 0.00% New 110 $25K
Blue Bell Private Wealth Management, LLC 0.00% No change 108 $25K
SJS Investment Consulting Inc. 0.00% No change 105 $24K
Glen Eagle Advisors, LLC 0.00% No change 105 $24K
BlackRock, Inc. 0.00% — 105 $24K
Highline Wealth Partners LLC 0.01% No change 102 $24K
FSA Wealth Management LLC 0.01% — 100 $23K
Heritage Wealth Advisors 0.00% Reduce -47.1% 100 $23K
Dogwood Wealth Management LLC 0.01% New 85 $20K
SYM FINANCIAL Corp 0.00% No change 83 $19K
First PREMIER Bank 0.00% No change 75 $17K
American Capital Advisory, LLC 0.01% Add +242.9% 72 $17K
Glass Jacobson Investment Advisors llc 0.01% Add +89.5% 72 $17K
Anfield Capital Management, LLC 0.01% New 70 $16K
Cardiff Park Advisors, LLC 0.00% No change 67 $16K
WFA of San Diego, LLC 0.01% No change 66 $15K
Gould Capital, LLC 0.01% No change 63 $15K
Aspect Partners, LLC 0.01% Add +52.5% 61 $14K
FWL Investment Management, LLC 0.01% Add +916.7% 61 $14K
FinTrust Capital Advisors, LLC 0.00% New 53 $12K
Coppell Advisory Solutions LLC 0.00% Reduce -9.4% 48 $11K
Valley National Advisers Inc. 0.00% Reduce -91.6% 51 $11K
Element Wealth, LLC 0.01% Reduce -85.0% 45 $10K
Coston, McIsaac & Partners 0.00% No change 47 $10K
Russell Investments Group, Ltd. 0.00% Reduce -2.4% 41 $9K
CVA Family Office, LLC 0.00% No change 39 $9K
Cassady Schiller Wealth Management, LLC 0.00% No change 33 $8K
Centerpoint Advisors, LLC 0.00% No change 30 $7K
Princeton Global Asset Management LLC 0.00% No change 30 $7K
Central Pacific Bank - Trust Division 0.00% No change 29 $7K
Elevation Wealth Partners, LLC 0.00% New 28 $6K
Washington Growth Strategies LLC 0.23% — 1,393 $6K
Capital Advisors, Ltd. LLC 0.00% No change 24 $6K
Field & Main Bank 0.00% No change 24 $6K
Allianz SE 0.00% No change 24 $6K
Plante Moran Financial Advisors, LLC 0.00% New 22 $5K
Sawyer & Company, Inc 0.00% No change 21 $5K
Bollard Group LLC 0.00% No change 23 $5K
Sound Income Strategies, LLC 0.00% Reduce -12.5% 21 $5K
Asset Dedication, LLC 0.00% Reduce -91.8% 20 $5K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 18 $4K
Venturi Wealth Management, LLC 0.00% Add +5.9% 18 $4K
Larson Financial Group LLC 0.00% No change 18 $4K
Toronto Dominion Bank 0.00% Add +700.0% 16 $4K
Abound Wealth Management 0.00% No change 12 $3K
Foster Dykema Cabot & Partners, LLC 0.00% New 11 $3K
Northwest Financial Advisors 0.00% New 6 $1K
Caldwell Sutter Capital, Inc. 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
Mb, Levis & Associates, LLC 0.00% New 5 $1K
Financial Gravity Companies, Inc. 0.00% — 5 $1K
Horizon Investments, LLC 0.00% Reduce -20.0% 4 $922
West Branch Capital LLC 0.00% No change 3 $704
Guardian Wealth Advisors, LLC / NC 0.00% No change 3 $702
West Paces Advisors Inc. 0.00% No change 1 $231

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