iShares Semiconductor ETFSOXXETF
13F holders, Q4 2024 (December 31)763holders +19
66new positions
77sold out
5famous investors
$215.53avg. 13F price*
At the end of Q4 2024, 763 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, up 19 from Q3 2024. 66 opened new positions and 77 sold out. The largest holders were Goldman Sachs Group Inc. ($645.5M), Healthcare of Ontario Pension Plan Trust Fund ($558.1M) and Bank of America Corp. ($478.6M). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Semiconductor ETF
- CUSIP
- 464287523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $471.5M |
| Exits | 77 | $178.0M |
All 13F filers, Q3 2024 → Q4 2024: 4,637,352 shares bought and 12,910,490 shares sold, net −8,273,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 763 holders
| Goldman Sachs Group Inc. | 0.12% | Reduce -7.7% | 2,995,613 | $645.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.20% | Reduce -12.5% | 2,590,000 | $558.1M |
| Bank of America Corp. | 0.04% | Reduce -15.1% | 2,221,180 | $478.6M |
| Morgan Stanley | 0.03% | Reduce -12.8% | 2,027,043 | $436.8M |
| UBS Group AG | 0.07% | Add +75.6% | 1,380,696 | $297.5M |
| Clal Insurance Enterprises Holdings Ltd | 2.61% | New | 1,343,000 | $289.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -10.7% | 1,111,330 | $239.5M |
| LPL Financial LLC | 0.07% | Add +2.8% | 786,645 | $169.5M |
| Wells Fargo & Company | 0.04% | Reduce -21.0% | 751,370 | $161.9M |
| Royal Bank of Canada | 0.02% | Add +9.8% | 445,806 | $96.1M |
| D. E. Shaw & Co. | 0.11% | New | 443,158 | $95.5M |
| Millennium Management | 0.07% | Add +32.5% | 356,490 | $76.8M |
| Raymond James Financial Inc. | 0.03% | — | 323,086 | $69.6M |
| Donaldson Capital Management, LLC | 2.57% | Add +3.5% | 312,449 | $67.3M |
| Susquehanna International Group, LLP | 0.10% | Add +430.0% | 311,947 | $67.2M |
| Barclays PLC | 0.03% | Reduce -26.9% | 311,536 | $67.1M |
| BNP Paribas Financial Markets | 0.05% | Add +20.4% | 302,395 | $65.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.2% | 278,935 | $60.1M |
| Bank of Nova Scotia | 0.10% | Add +64.5% | 264,372 | $57.0M |
| Twin Tree Management, LP | 1.36% | Add +458.9% | 261,652 | $56.4M |
| LMR Partners LLP | 1.28% | Add +30.0% | 260,000 | $56.0M |
| Provida Pension Fund Administrator | 1.07% | Add +364.0% | 243,875 | $52.6M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce 0.0% | 240,364 | $51.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +3.5% | 234,645 | $50.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -0.9% | 213,610 | $46.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -2.4% | 206,366 | $44.5M |
| Squarepoint Ops LLC | 0.11% | Add +963.2% | 203,436 | $43.8M |
| Mirae Asset Securities (usa) Inc. | 2.02% | Reduce -49.9% | 200,247 | $43.2M |
| Citigroup Inc. | 0.04% | Add +44.1% | 197,562 | $42.6M |
| Osaic Holdings, Inc. | 0.09% | Reduce -15.9% | 188,761 | $40.7M |
| Cetera Investment Advisers | 0.07% | Reduce -20.1% | 154,119 | $33.2M |
| HighTower Advisors, LLC | 0.04% | Reduce -4.7% | 150,220 | $32.4M |
| Affinity Wealth Management LLC | 5.35% | Reduce -0.9% | 140,084 | $30.2M |
| IMC-Chicago, LLC | 0.79% | New | 135,309 | $29.2M |
| Edmond DE Rothschild Holding S.A. | 0.47% | Reduce -9.5% | 127,310 | $27.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 117,672 | $25.4M |
| Analyst IMS Investment Management Services Ltd. | 0.92% | Add +6.5% | 116,475 | $25.1M |
| Corient Private Wealth LP | 0.04% | Add +0.1% | 112,338 | $24.2M |
| Integrated Wealth Concepts LLC | 0.27% | Add +0.6% | 109,635 | $23.6M |
| Greenwood Gearhart LLC | 1.59% | Add +11.8% | 107,139 | $23.1M |
| GM Advisory Group, LLC | 1.21% | Add +5.2% | 101,075 | $21.8M |
| First Manhattan Co. Llc. | 0.06% | Add +9.3% | 99,786 | $21.5M |
| MML Investors Services, LLC | 0.07% | Reduce -51.2% | 96,000 | $20.7M |
| Truist Financial Corp. | 0.03% | Reduce -1.5% | 94,991 | $20.5M |
| Yarbrough Capital, LLC | 0.68% | No change | 82,383 | $17.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +15.5% | 81,486 | $17.6M |
| Jones Financial Companies LLLP | 0.02% | Add +61.0% | 78,479 | $16.9M |
| Stifel Financial Corp. | 0.02% | Reduce -5.9% | 74,583 | $16.1M |
| Oppenheimer & Co. Inc. | 0.23% | Reduce -1.5% | 71,927 | $15.5M |
| J. Goldman & Co LP | 0.53% | New | 69,200 | $14.9M |
| SG Americas Securities, LLC | 0.06% | Reduce -23.6% | 67,952 | $14.6M |
| Turim 21 Investimentos Ltda. | 3.79% | Reduce -4.4% | 66,633 | $14.5M |
| Jump Financial, LLC | 0.29% | Reduce -14.1% | 62,541 | $13.5M |
| Mariner, LLC | 0.02% | Reduce -2.6% | 62,538 | $13.5M |
| TD Waterhouse Canada Inc. | 0.10% | Reduce -4.9% | 56,310 | $12.1M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -10.6% | 51,801 | $11.2M |
| Focus Partners Wealth | 0.03% | Add +514.4% | 50,243 | $10.8M |
| Legend Financial Advisors, Inc. | 7.60% | Reduce -1.0% | 50,014 | $10.8M |
| Bank Hapoalim BM | 1.81% | Reduce -6.2% | 49,808 | $10.7M |
| National Bank of Canada | 0.01% | Add +266.1% | 49,479 | $10.7M |
| Symmetry Investments LP | 0.63% | Add +116.9% | 49,241 | $10.6M |
| Commerce Bank | 0.06% | Add +0.2% | 47,809 | $10.3M |
| Legacy Edge Advisors, LLC | 1.62% | Reduce -1.1% | 47,105 | $10.2M |
| Advisory Services Network, LLC | 0.19% | Reduce -53.0% | 47,353 | $10.2M |
| Woodmont Investment Counsel LLC | 0.72% | Add +1.5% | 45,044 | $9.7M |
| Capital Investment Counsel, LLC | 1.61% | Reduce -1.8% | 44,669 | $9.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.41% | Reduce -66.3% | 43,990 | $9.5M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +8.2% | 43,870 | $9.5M |
| Toth Financial Advisory Corp. | 1.11% | Reduce -2.5% | 43,783 | $9.4M |
| Royal Fund Management, LLC | 1.02% | Reduce -64.1% | 43,545 | $9.4M |
| Bank of Montreal | 0.00% | Reduce -9.6% | 42,686 | $9.2M |
| Citadel Advisors | 0.01% | Add +187.0% | 41,841 | $9.0M |
| Financial Partners Group, Inc | 1.29% | Reduce -4.3% | 41,131 | $8.9M |
| Wellington Shields Capital Management, LLC | 1.56% | Add +5.0% | 40,950 | $8.8M |
| Curi Capital, LLC | 0.19% | New | 38,392 | $8.3M |
| NewEdge Advisors, LLC | 0.05% | Reduce -5.1% | 38,234 | $8.2M |
| Private Advisor Group, LLC | 0.05% | Add +2.0% | 38,176 | $8.2M |
| Walleye Trading LLC | 0.16% | Reduce -29.8% | 38,110 | $8.2M |
| RFG Advisory, LLC | 0.22% | Add +15.6% | 36,621 | $7.9M |
| Gray Foundation | 2.11% | No change | 34,371 | $7.4M |
| Meridian Wealth Management, LLC | 0.34% | Reduce -1.0% | 33,383 | $7.2M |
| Traynor Capital Management, Inc. | 0.55% | Reduce -10.2% | 32,773 | $7.1M |
| Novare Capital Management LLC | 0.59% | Add +2.6% | 32,715 | $7.0M |
| Lowe Brockenbrough & Co. Inc. | 0.45% | Add +1.7% | 32,616 | $7.0M |
| Fulton Bank, N.A. | 0.26% | Reduce -2.3% | 31,762 | $6.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -99.7% | 30,571 | $6.6M |
| Cibc World Market Inc. | 0.01% | Add +0.5% | 29,801 | $6.4M |
| David J Yvars Group | 3.90% | Reduce -0.1% | 29,672 | $6.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.4% | 29,577 | $6.4M |
| Flow Traders U.S. LLC | 0.25% | New | 29,448 | $6.3M |
| CMH Wealth Management LLC | 1.45% | Add +1.0% | 29,327 | $6.3M |
| Credit Agricole S A | 0.02% | Add +253.4% | 29,181 | $6.3M |
| Wealthfront Advisers LLC | 0.02% | Reduce -12.4% | 29,115 | $6.3M |
| MAI Capital Management | 0.05% | Add +16.5% | 28,978 | $6.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +12.4% | 28,837 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.2% | 28,187 | $6.1M |
| Alpha Cubed Investments, LLC | 0.28% | Add +2615.5% | 28,350 | $6.1M |
| Strategic Blueprint, LLC | 0.36% | Reduce -8.9% | 28,077 | $6.1M |
| Wall Street Financial Group, Inc. | 5.88% | Add +16.1% | 27,942 | $6.0M |
| Lindbrook Capital, LLC | 0.53% | Reduce -2.2% | 27,489 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -8.7% | 27,004 | $5.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Add +231.7% | 27,083 | $5.9M |
| Absolute Capital Management, LLC | 3.20% | Add +14.0% | 26,850 | $5.8M |
| Polymer Capital Management (HK) LTD | 1.01% | Add +524.3% | 26,846 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.25% | Add +4.4% | 26,698 | $5.8M |
| First Interstate Bank | 0.35% | Add +2.0% | 26,557 | $5.7M |
| Portfolio Strategies, Inc. | 0.81% | Reduce -48.1% | 26,328 | $5.7M |
| Avaii Wealth Management, LLC | 2.71% | Add +5.3% | 25,564 | $5.5M |
| Alexander Labrunerie & Co., Inc. | 2.45% | Add +0.4% | 25,461 | $5.5M |
| Adams Wealth Management | 1.04% | Add +27.7% | 25,222 | $5.4M |
| CacheTech Inc. | 1.02% | Add +27.7% | 25,222 | $5.4M |
| GTS Securities LLC | 0.26% | Reduce -33.4% | 25,036 | $5.4M |
| Cottonwood Capital Advisors, LLC | 3.82% | Add +3.5% | 24,738 | $5.3M |
| Spinnaker Trust | 0.33% | Add +13.9% | 24,148 | $5.2M |
| Independent Financial Group, LLC | 0.17% | Add +3.2% | 24,061 | $5.2M |
| 360 Financial, Inc. | 1.86% | Reduce -57.8% | 23,930 | $5.2M |
| Apollon Wealth Management, LLC | 0.12% | Add +7.4% | 23,925 | $5.2M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -3.0% | 23,488 | $5.1M |
| Sigma Planning Corp | 0.16% | Add +12.5% | 23,480 | $5.1M |
| Kelly Financial Services LLC | 1.81% | Add +4.6% | 23,282 | $5.0M |
| AJ Advisors, LLC | 2.59% | Add +6.2% | 23,175 | $5.0M |
| First National Corp. /Ma/ | 1.12% | Reduce -34.4% | 23,052 | $5.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -3.5% | 22,964 | $4.9M |
| Clear Street Derivatives LLC | 0.07% | Add +39.6% | 22,958 | $4.9M |
| Theory Financial LLC | 1.95% | Add +3.6% | 21,673 | $4.7M |
| Blair William & Co. | 0.01% | Add +2.8% | 21,554 | $4.6M |
| Martin & Co. Inc. | 1.15% | Reduce -4.6% | 21,496 | $4.6M |
| Concentrum Wealth Management | 1.59% | Reduce -6.2% | 21,003 | $4.5M |
| Creative Planning | 0.00% | Add +8.7% | 20,974 | $4.5M |
| Aprio Wealth Management, LLC | 0.66% | Add +38.1% | 20,895 | $4.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Reduce -12.6% | 20,307 | $4.4M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -8.7% | 20,086 | $4.3M |
| Vontobel Holding Ltd. | 0.01% | Add +49.1% | 20,075 | $4.3M |
| KKM Financial LLC | 1.78% | Add +1.9% | 19,789 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Add +82.3% | 19,789 | $4.3M |
| Montag A & Associates Inc. | 0.20% | Reduce -55.1% | 19,768 | $4.3M |
| Comerica Bank | 0.02% | Add +1.9% | 19,371 | $4.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -71.4% | 18,782 | $4.1M |
| Elevation Point Wealth Partners, LLC | 0.33% | Add +9.1% | 19,006 | $4.1M |
| Bristlecone Advisors, LLC | 0.32% | Reduce -0.5% | 18,827 | $4.1M |
| Independent Advisor Alliance | 0.05% | New | 18,542 | $4.0M |
| Anchor Investment Management, LLC | 0.36% | Add +4.4% | 17,991 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +2.4% | 17,390 | $3.7M |
| PFG Advisors | 0.23% | Add +4.5% | 17,161 | $3.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +2.1% | 17,132 | $3.7M |
| Harbor Advisory Corp. | 1.20% | Reduce -0.9% | 16,958 | $3.7M |
| 1 North Wealth Services LLC | 1.52% | — | 16,601 | $3.6M |
| Jaffetilchin Investment Partners, LLC | 0.26% | Reduce -5.3% | 16,587 | $3.6M |
| JPL Wealth Management, LLC | 1.01% | — | 16,410 | $3.5M |
| Tower Research Capital LLC (TRC) | 0.07% | New | 16,074 | $3.5M |
| Spire Wealth Management | 0.11% | Reduce -25.8% | 16,032 | $3.5M |
| PFG Investments, LLC | 0.21% | Add +2.3% | 15,977 | $3.4M |
| Park Avenue Securities LLC | 0.04% | Add +26.0% | 15,840 | $3.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +15.7% | 15,819 | $3.4M |
| Prosperity Consulting Group, LLC | 0.25% | Add +10.3% | 15,637 | $3.4M |
| Integrated Capital Management, LLC | 1.79% | Add +1302.8% | 15,585 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Add +42.8% | 15,407 | $3.3M |
| Ewa, LLC | 1.23% | Add +1.4% | 15,237 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 14,495 | $3.1M |
| NewEdge Wealth, LLC | 0.05% | Add +71.2% | 14,401 | $3.1M |
| Lido Advisors, LLC | 0.02% | Reduce -3.4% | 14,036 | $3.0M |
| One Capital Management, LLC | 0.10% | Reduce -13.7% | 13,882 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -13.3% | 13,792 | $3.0M |
| IFP Advisors, Inc | 0.10% | Add +288.9% | 13,654 | $2.9M |
| US Bancorp \de | 0.00% | Add +1.9% | 13,585 | $2.9M |
| Herbst Group, LLC | 1.81% | Reduce -5.6% | 13,488 | $2.9M |
| Altfest L J & Co. Inc. | 0.37% | Add +74.6% | 13,334 | $2.9M |
| Klingman & Associates, LLC | 0.18% | Add +0.7% | 13,295 | $2.9M |
| Magnus Financial Group LLC | 0.28% | Add +3.0% | 13,287 | $2.9M |
| Stephens Inc. | 0.04% | Reduce -4.8% | 13,220 | $2.8M |
| Family Legacy, Inc. | 0.96% | Add +3.2% | 12,650 | $2.8M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -13.8% | 12,607 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +28.4% | 12,606 | $2.7M |
| Pennsylvania Capital Management Inc. | 0.89% | Reduce -0.5% | 11,999 | $2.6M |
| Beacon Financial Planning, Inc. | 1.50% | Add +4.8% | 11,945 | $2.6M |
| Brookstone Capital Management | 0.04% | Add +92.4% | 11,928 | $2.6M |
| Scotia Capital Inc. | 0.01% | Reduce -26.4% | 11,863 | $2.6M |
| Whitford Management LLC | 0.75% | New | 11,830 | $2.5M |
| Armor Investment Advisors, LLC | 1.05% | Add +1.0% | 11,812 | $2.5M |
| Wellington Management Group LLP | 0.00% | Add +2.9% | 11,780 | $2.5M |
| Gold Investment Management Ltd. | 1.07% | Reduce -0.8% | 11,768 | $2.5M |
| Merit Financial Group, LLC | 0.05% | Add +8.1% | 11,725 | $2.5M |
| FMR LLC | 0.00% | Reduce -1.9% | 11,685 | $2.5M |
| Fisher Asset Management | 0.00% | Add +7.8% | 11,586 | $2.5M |
| Blue Chip Partners, LLC | 0.21% | Add +190.8% | 11,406 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -1.3% | 11,192 | $2.4M |
| Creative Financial Designs Inc. | 0.20% | Add +4.9% | 11,182 | $2.4M |
| Money Concepts Capital Corp. | 0.18% | Add +10.7% | 11,032 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | Add +55.8% | 11,009 | $2.4M |
| Prostatis Group LLC | 0.69% | Reduce -37.0% | 11,014 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -49.5% | 10,975 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +5.5% | 10,952 | $2.4M |
| Composition Wealth, LLC | 0.05% | Add +10.1% | 10,911 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -0.0% | 10,845 | $2.3M |
| Maxele Advisors, LLC | 2.20% | — | 10,699 | $2.3M |
| &partners | 0.03% | Add +531.0% | 10,355 | $2.3M |
| Transcendent Capital Group LLC | 1.16% | Add +59.9% | 10,436 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +1.3% | 10,274 | $2.2M |
| Koshinski Asset Management, Inc. | 0.19% | Add +1.1% | 10,093 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -32.4% | 10,026 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Reduce -4.2% | 10,001 | $2.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +2.5% | 9,987 | $2.2M |
| Wharton Business Group, LLC | 0.10% | Reduce -88.0% | 9,969 | $2.1M |
| Forte Asset Management LLC | 1.13% | Reduce -2.1% | 9,896 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -4.1% | 9,783 | $2.1M |
| Wealth Watch Advisors, INC | 1.31% | — | 9,737 | $2.1M |
| Valley Wealth Managers, Inc. | 0.16% | Add +2.4% | 9,732 | $2.1M |
| Matrix Trust Co | 0.36% | Add +33.6% | 9,712 | $2.1M |
| Condor Capital Management | 0.18% | Add +0.9% | 9,687 | $2.1M |
| Marshall Wace, LLP | 0.00% | Reduce -38.8% | 9,524 | $2.1M |
| Tsfg, LLC | 0.42% | Add +10.8% | 9,498 | $2.0M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.74% | — | 9,494 | $2.0M |
| Comprehensive Financial Planning, Inc. | 1.72% | — | 9,425 | $2.0M |
| Twin Focus Capital Partners, LLC | 0.30% | Add +1.1% | 9,385 | $2.0M |
| Keel Point, LLC | 0.16% | Add +13.8% | 9,348 | $2.0M |
| Focus Financial Network, Inc. | 0.08% | Add +283.8% | 9,326 | $2.0M |
| Vienna Asset Management LLC | 1.34% | Reduce -38.0% | 9,224 | $2.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.06% | Reduce -37.2% | 8,940 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +5.8% | 8,882 | $1.9M |
| Pallas Capital Advisors LLC | 0.08% | Reduce -4.1% | 8,796 | $1.9M |
| Optiver Holding B.V. | 0.06% | Add +13.2% | 8,616 | $1.9M |
| Retirement Planning Group, LLC | 0.09% | Reduce -37.6% | 8,261 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.79% | Add +0.5% | 8,243 | $1.8M |
| First Financial Bank - Trust Division | 0.16% | Reduce -1.4% | 8,123 | $1.8M |
| HRT Financial LP | 0.01% | Reduce -77.8% | 8,100 | $1.7M |
| Nikulski Financial, Inc. | 0.51% | Add +24.0% | 8,055 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Reduce -1.9% | 8,039 | $1.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +30.6% | 8,010 | $1.7M |
| Barings LLC | 0.04% | New | 7,968 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -51.3% | 7,861 | $1.7M |
| Capstone Wealth Management Group LLC | 1.27% | — | 7,732 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +13.7% | 7,560 | $1.6M |
| Mirabaud & Cie SA | 0.52% | No change | 7,500 | $1.6M |
| Rockland Trust Co. | 0.08% | Reduce -5.7% | 7,475 | $1.6M |
| Albion Financial Group | 0.11% | Reduce -5.3% | 7,462 | $1.6M |
| Essex Financial Services, Inc. | 0.11% | Reduce -1.7% | 7,413 | $1.6M |
| Insight Wealth Partners, LLC | 1.01% | Add +0.4% | 7,382 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.27% | Reduce -22.4% | 7,372 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +15.4% | 7,352 | $1.6M |
| New Wave Wealth Advisors LLC | 0.64% | Add +18.8% | 7,281 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +9.6% | 7,168 | $1.5M |
| Y.D. More Investments Ltd | 0.14% | Reduce -7.0% | 7,153 | $1.5M |
| Trivium Point Advisory, LLC | 0.19% | Add +5.4% | 7,134 | $1.5M |
| Ibex Wealth Advisors | 0.18% | New | 7,085 | $1.5M |
| Howard Capital Management, LLC | 0.02% | Add +5.7% | 7,017 | $1.5M |
| Main Management LLC | 0.12% | No change | 6,974 | $1.5M |
| Allworth Financial LP | 0.01% | Add +40.1% | 6,358 | $1.5M |
| Midwest Financial Group LLC | 0.86% | Add +4.6% | 6,947 | $1.5M |
| Corrado Advisors, LLC | 0.97% | Add +6.9% | 6,874 | $1.5M |
| Two Sigma Securities, LLC | 0.27% | Add +393.9% | 6,850 | $1.5M |
| Parallax Volatility Advisers, L.P. | 0.04% | Reduce -74.6% | 6,684 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -3.6% | 6,645 | $1.4M |
| City Holding Co. | 0.20% | Add +3.6% | 6,635 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +1.6% | 6,603 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +6.2% | 6,531 | $1.4M |
| Capital Market Strategies LLC | 0.81% | Reduce -0.1% | 6,521 | $1.4M |
| Trust Co. of Oklahoma | 0.45% | Reduce -18.8% | 6,492 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Add +548.1% | 6,202 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +9.3% | 6,422 | $1.4M |
| Prosperity Financial Group, Inc. | 0.69% | Add +2.1% | 6,352 | $1.4M |
| Washburn Capital Management, Inc. | 0.84% | Reduce -1.6% | 6,300 | $1.4M |
| Intellectus Partners, LLC | 0.30% | Add +0.3% | 6,207 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +33.3% | 6,157 | $1.3M |
| Avitas Wealth Management LLC | 0.18% | Reduce -5.0% | 6,046 | $1.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -10.0% | 5,956 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | New | 5,946 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Add +5.8% | 5,924 | $1.3M |
| Apeiron RIA LLC | 0.35% | Reduce -22.0% | 5,874 | $1.3M |
| McAdam, LLC | 0.07% | Add +8.5% | 5,844 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.2% | 5,761 | $1.2M |
| Bayesian Capital Management, LP | 0.15% | New | 5,739 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.55% | Add +14.1% | 5,695 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.34% | Reduce -2.8% | 5,676 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 5,649 | $1.2M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -17.8% | 5,601 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +22.6% | 5,570 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +10.6% | 5,524 | $1.2M |
| Continuum Advisory, LLC | 0.15% | Add +0.1% | 5,498 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -9.8% | 5,390 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.43% | Add +6.9% | 5,384 | $1.2M |
| Wealthstream Advisors, Inc. | 0.21% | No change | 5,254 | $1.1M |
| Triton Financial Group Inc | 0.70% | Reduce -2.5% | 5,206 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Reduce -7.2% | 5,136 | $1.1M |
| Cwm, LLC | 0.00% | Add +5.7% | 5,134 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -30.0% | 5,126 | $1.1M |
| Keystone Financial Group | 0.11% | Add +0.0% | 5,097 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +83.9% | 5,015 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -20.8% | 4,966 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 4,856 | $1.0M |
| SPC Financial, Inc. | 0.09% | Reduce -83.5% | 4,827 | $1.0M |
| Telos Capital Management, Inc. | 0.11% | Add +1.7% | 4,805 | $1.0M |
| World Investment Advisors | 0.03% | Add +446.9% | 4,780 | $1.0M |
| NorthStar Asset Management LLC | 0.64% | Reduce -4.8% | 4,684 | $1.0M |
| FIL Ltd | 0.00% | Reduce -69.8% | 4,654 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -3.9% | 4,617 | $995K |
| Principle Wealth Partners LLC | 0.07% | Add +0.0% | 4,564 | $984K |
| Werba Rubin Papier Wealth Management | 0.23% | No change | 4,561 | $983K |
| Independent Wealth Network Inc. | 0.39% | Add +10.2% | 4,495 | $969K |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +6.4% | 4,345 | $968K |
| Perigon Wealth Management, LLC | 0.02% | No change | 4,322 | $966K |
| Pacific Center for Financial Services | 0.25% | Add +0.2% | 4,463 | $962K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -84.4% | 4,300 | $927K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +3.0% | 4,266 | $919K |
| Savvy Advisors, Inc. | 0.11% | Add +1.1% | 4,261 | $918K |
| AE Wealth Management LLC | 0.01% | Reduce -6.1% | 4,250 | $916K |
| Monetary Management Group Inc. | 0.24% | Add +2.4% | 4,240 | $914K |
| Savant Capital, LLC | 0.01% | Reduce -9.2% | 4,236 | $913K |
| Activest Wealth Management | 0.25% | Add +0.2% | 4,229 | $911K |
| Atom Investors LP | 0.11% | New | 4,212 | $908K |
| NorthCoast Asset Management LLC | 0.00% | Add +33.8% | 4,173 | $899K |
| WealthCare Investment Partners, LLC | 0.39% | Add +3.9% | 4,117 | $893K |
| Global Retirement Partners, LLC | 0.03% | Add +13.4% | 4,127 | $889K |
| O'ROURKE & COMPANY, Inc | 0.43% | Add +25.8% | 4,115 | $887K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -0.8% | 4,105 | $885K |
| Independence Bank of Kentucky | 0.14% | Add +66.1% | 4,096 | $883K |
| Afg Fiduciary Services Limited Partnership | 0.62% | Reduce -5.8% | 3,925 | $876K |
| McHugh Group, LLC | 0.66% | — | 4,033 | $869K |
| Sigma Investment Counselors Inc. | 0.05% | New | 4,012 | $864K |
| Equitable Trust Co. | 0.05% | No change | 3,936 | $848K |
| Weiss Asset Management LP | 0.03% | Reduce -66.4% | 3,901 | $841K |
| International Assets Investment Management, LLC | 0.07% | Reduce -99.0% | 3,848 | $834K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -0.8% | 3,868 | $834K |
| Prospera Financial Services Inc | 0.02% | Add +86.7% | 3,850 | $830K |
| Northern Trust Corp. | 0.00% | Add +10.8% | 3,810 | $821K |
| HSBC Holdings PLC | 0.00% | Reduce -29.9% | 3,776 | $817K |
| Marex Group Ltd | 0.01% | Add +108.5% | 3,764 | $811K |
| Resolute Wealth Strategies, LLC | 0.41% | Reduce -1.2% | 3,731 | $804K |
| Phoenix Financial Ltd. | 0.01% | Reduce -2.6% | 3,727 | $803K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +1.5% | 3,704 | $798K |
| Insigneo Advisory Services, LLC | 0.08% | Add +12.6% | 3,690 | $795K |
| Advisory Alpha, LLC | 0.03% | Add +4.5% | 3,658 | $788K |
| KCM Investment Advisors LLC | 0.03% | Add +109.3% | 3,642 | $785K |
| StoneCrest Wealth Management, Inc. | 0.51% | Reduce -3.7% | 3,637 | $784K |
| Mutual Advisors, LLC | 0.02% | Add +58.8% | 3,464 | $774K |
| Natixis | 0.01% | Add +224.6% | 3,570 | $769K |
| Beacon Financial Advisory LLC | 0.25% | Add +3.2% | 3,559 | $767K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 3,534 | $762K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +4.3% | 3,531 | $761K |
| Apexium Financial, LP | 0.05% | No change | 3,531 | $761K |
| RoundAngle Advisors LLC | 0.72% | — | 3,513 | $757K |
| Ironwood Financial, llc | 0.16% | Reduce -0.7% | 3,504 | $755K |
| Sargent Investment Group, LLC | 0.12% | Reduce -35.6% | 3,450 | $751K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +8.4% | 3,473 | $748K |
| Pacific Sun Financial Corp | 0.40% | Add +108.8% | 3,443 | $742K |
| Banque Pictet & Cie SA | 0.01% | Add +74.4% | 3,400 | $733K |
| Synovus Financial Corp. | 0.01% | Add +0.9% | 3,390 | $731K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +16.5% | 3,357 | $723K |
| Lynx Investment Advisory | 0.49% | Add +0.1% | 3,347 | $721K |
| 10Elms LLP | 0.89% | — | 3,310 | $713K |
| Alteri Wealth LLC | 0.20% | — | 3,269 | $704K |
| Ellis Investment Partners, LLC | 0.14% | Add +2.4% | 3,257 | $702K |
| Chicago Wealth Management, Inc. | 0.36% | Reduce -78.0% | 3,250 | $700K |
| First Heartland Consultants, Inc. | 0.07% | Add +1.7% | 3,248 | $700K |
| IFG Advisory, LLC | 0.04% | New | 3,212 | $692K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -0.8% | 3,176 | $684K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +0.4% | 3,165 | $682K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +24.4% | 3,146 | $678K |
| Bright Financial Advisors, Inc. | 0.42% | No change | 3,067 | $661K |
| CW Advisors, LLC | 0.01% | New | 3,034 | $654K |
| Cadent Capital Advisors, LLC | 0.23% | Reduce -91.6% | 3,026 | $652K |
| Wbi Investments, LLC | 0.16% | Add +39.8% | 3,022 | $651K |
| Caption Management, LLC | 0.03% | New | 3,000 | $646K |
| GSG Advisors LLC | 0.20% | Add +0.2% | 2,977 | $642K |
| Atria Investments, Inc | 0.01% | Reduce -36.8% | 2,968 | $640K |
| Arrowroot Family Office, LLC | 0.33% | Add +213.8% | 2,965 | $639K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -8.8% | 2,945 | $635K |
| Tudor Financial Inc. | 0.37% | Reduce -26.3% | 2,940 | $634K |
| Carnegie Investment Counsel | 0.02% | Add +26.2% | 2,904 | $626K |
| Fortitude Advisory Group L.L.C. | 0.37% | No change | 2,875 | $619K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -6.4% | 2,866 | $618K |
| Avondale Wealth Management | 0.39% | Reduce -41.4% | 2,825 | $609K |
| Signet Financial Management, LLC | 0.08% | Reduce -1.1% | 2,819 | $607K |
| Trexquant Investment LP | 0.01% | Reduce -36.4% | 2,812 | $606K |
| Summit X, LLC | 0.13% | Add +13.5% | 2,808 | $605K |
| Westside Investment Management, Inc. | 0.13% | No change | 2,778 | $599K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +213.5% | 2,768 | $597K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +213.5% | 2,768 | $597K |
| PSI Advisors, LLC | 0.18% | Add +9.3% | 2,752 | $593K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -22.9% | 2,733 | $589K |
| Biondo Investment Advisors, LLC | 0.08% | Add +26.0% | 2,715 | $585K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 2,702 | $582K |
| HB Wealth Management, LLC | 0.01% | Reduce -4.9% | 2,690 | $580K |
| Flagstar Securities, Inc. | 0.14% | Add +1.2% | 2,665 | $574K |
| Zhang Financial LLC | 0.03% | Reduce -14.7% | 2,620 | $565K |
| BlackRock, Inc. | 0.00% | Add +2385.7% | 2,610 | $562K |
| Paragon Private Wealth Management, LLC | 0.26% | Add +3.0% | 2,596 | $559K |
| Edgestream Partners, L.P. | 0.02% | New | 2,551 | $550K |
| Quantbot Technologies LP | 0.02% | Add +40.9% | 2,545 | $548K |
| Allie Family Office LLC | 0.30% | No change | 2,529 | $545K |
| Allstate Corp. | 0.02% | No change | 2,500 | $539K |
| Apollon Financial, LLC | 0.13% | Add +0.0% | 2,485 | $535K |
| Brown Advisory Inc. | 0.00% | No change | 2,475 | $533K |
| Cresset Asset Management, LLC | 0.00% | Reduce -15.8% | 2,472 | $533K |
| Sharper & Granite LLC | 0.23% | Add +116.5% | 2,462 | $531K |
| Snowden Capital Advisors LLC | 0.02% | Add +13.7% | 2,453 | $529K |
| Lodestar Private Asset Management LLC | 0.07% | No change | 2,434 | $525K |
| N.E.W. Advisory Services LLC | 0.05% | Add +10.5% | 2,403 | $518K |
| Obermeyer Wealth Partners | 0.03% | Reduce -0.9% | 2,384 | $514K |
| RDA Financial Network | 0.15% | Reduce -13.6% | 2,383 | $514K |
| WFA Asset Management Corp | 0.28% | Add +0.9% | 2,370 | $511K |
| Accredited Investors Inc. | 0.03% | No change | 2,365 | $510K |
| Avalon Trust Co | 0.04% | No change | 2,350 | $506K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -36.5% | 2,344 | $505K |
| Toronto Dominion Bank | 0.00% | Add +14143.8% | 2,279 | $491K |
| Bay Harbor Wealth Management, LLC | 0.16% | No change | 2,252 | $485K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -3.0% | 2,196 | $473K |
| New England Private Wealth Advisors LLC | 0.07% | Reduce -0.5% | 2,196 | $473K |
| Pines Wealth Management, LLC | 0.21% | — | 2,160 | $471K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.2% | 2,179 | $469K |
| Private Wealth Advisors, LLC | 0.20% | Reduce -0.8% | 2,174 | $468K |
| Davis Investment Partners, LLC | 0.20% | Add +0.1% | 2,135 | $466K |
| Finley Financial, LLC | 0.24% | — | 2,085 | $465K |
| Rathbones Group PLC | 0.00% | Reduce -5.7% | 2,150 | $463K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.0% | 2,149 | $463K |
| National Wealth Management Group, LLC | 0.31% | Reduce -3.9% | 2,147 | $463K |
| Sovran Advisors, LLC | 0.07% | — | 2,112 | $462K |
| Madison Wealth Partners, Inc | 0.13% | Add +1.0% | 2,137 | $461K |
| Centaurus Financial, Inc. | 0.03% | Reduce -22.5% | 2,136 | $460K |
| Dale Q Rice Investment Management Ltd | 0.20% | — | 2,131 | $459K |
| Golden State Wealth Management, LLC | 0.07% | — | 2,094 | $451K |
| Global Assets Advisory, LLC | 0.25% | Reduce -0.1% | 2,076 | $450K |
| Baker Avenue Asset Management, LP | 0.01% | Add +12.8% | 2,072 | $446K |
| Strategic Financial Concepts, LLC | 0.09% | Add +79.4% | 2,060 | $444K |
| Delta Investment Management, LLC | 0.09% | Reduce -8.6% | 2,031 | $438K |
| Trilogy Capital Inc. | 0.02% | Reduce -14.7% | 2,018 | $435K |
| Itau Unibanco Holding S.A. | 0.01% | New | 2,000 | $435K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -10.7% | 2,009 | $433K |
| Wealthstar Advisors, LLC | 0.19% | — | 2,006 | $432K |
| Florin Court Capital LLP | 0.45% | Reduce -46.0% | 2,000 | $431K |
| Bawa N Mallick Trust | 0.19% | — | 2,000 | $431K |
| CVFG LLC | 0.39% | — | 1,986 | $428K |
| Apella Capital, LLC | 0.02% | Add +0.3% | 1,980 | $427K |
| RB Capital Management, LLC | 0.10% | Add +0.1% | 1,978 | $426K |
| Neuberger Berman Group LLC | 0.00% | Add +96.9% | 1,975 | $426K |
| Diversified Trust Co. | 0.01% | Add +7.2% | 1,928 | $415K |
| Pathway Financial Advisers, LLC | 0.14% | Add +5.5% | 1,923 | $414K |
| Selective Wealth Management, Inc. | 0.17% | Add +15.5% | 1,877 | $411K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -57.9% | 1,893 | $408K |
| Choreo, LLC | 0.01% | Reduce -16.6% | 1,889 | $408K |
| Interchange Capital Partners, LLC | 0.14% | Reduce -3.9% | 1,852 | $399K |
| CreativeOne Wealth, LLC | 0.01% | Add +107.1% | 1,833 | $395K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.1% | 1,826 | $394K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,815 | $391K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -2.5% | 1,800 | $388K |
| Liberty Square Wealth Partners LLC | 0.14% | — | 1,731 | $386K |
| Verus Capital Partners, LLC | 0.04% | Reduce -6.7% | 1,788 | $385K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -41.0% | 1,781 | $384K |
| Pine Harbor Wealth Management, LLC | 0.15% | Add +0.2% | 1,781 | $384K |
| Front Row Advisors LLC | 0.13% | Add +1.1% | 1,768 | $381K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +80.3% | 1,762 | $380K |
| Caprock Group, LLC | 0.01% | New | 1,730 | $373K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,728 | $372K |
| Northeast Financial Consultants Inc | 0.02% | Reduce -73.3% | 1,721 | $371K |
| Wealthgarden F.S. LLC | 0.35% | Add +39.4% | 1,717 | $370K |
| Waverly Advisors, LLC | 0.01% | Add +14.1% | 1,686 | $363K |
| White Lighthouse Investment Management Inc. | 0.06% | Reduce -0.7% | 1,675 | $361K |
| Accurate Wealth Management, LLC | 0.07% | Add +64.2% | 1,653 | $361K |
| Park Square Financial Group, LLC | 0.25% | — | 1,646 | $355K |
| Brighton Jones LLC | 0.01% | Reduce -8.7% | 1,642 | $354K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Reduce -1.8% | 1,636 | $353K |
| Cypress Wealth Services, LLC | 0.07% | No change | 1,630 | $351K |
| XML Financial, LLC | 0.03% | Add +0.1% | 1,625 | $350K |
| Ignite Planners, LLC | 0.08% | No change | 1,574 | $350K |
| IPG Investment Advisors LLC | 0.08% | Reduce -92.8% | 1,622 | $350K |
| Essex LLC | 0.07% | Reduce -0.9% | 1,621 | $349K |
| Keebeck Wealth Management | 0.05% | No change | 1,620 | $349K |
| American Institute for Advanced Investment Management, LLP | 0.26% | Reduce -2.7% | 1,619 | $349K |
| Executive Wealth Management, LLC | 0.03% | Reduce -1.2% | 1,618 | $349K |
| Kraematon Investment Advisors, Inc. | 0.34% | Reduce -28.1% | 1,611 | $347K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -42.3% | 1,539 | $344K |
| Jacobi Capital Management LLC | 0.03% | Reduce -17.1% | 1,590 | $343K |
| Willner & Heller, LLC | 0.30% | Reduce -14.1% | 1,573 | $339K |
| Colonial River Investments, LLC | 0.16% | Reduce -1.1% | 1,572 | $339K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.1% | 1,572 | $339K |
| Continental Investors Services, Inc. | 0.67% | Add +0.2% | 1,572 | $339K |
| Peak Planning Group, LLC | 0.14% | Reduce -3.7% | 1,566 | $337K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.1% | 1,550 | $334K |
| Arax Advisory Partners | 0.02% | Add +232.7% | 1,547 | $333K |
| Buttonwood Financial Advisors Inc. | 0.15% | No change | 1,543 | $333K |
| StoneX Group Inc. | 0.02% | New | 1,539 | $332K |
| Terra Nova Asset Management LLC | 0.25% | Add +0.1% | 1,529 | $329K |
| KFG Wealth Management, LLC | 0.06% | Reduce -88.9% | 1,525 | $329K |
| Madrona Financial Services, LLC | 0.09% | Reduce -3.8% | 1,521 | $328K |
| Holderness Investments Co. | 0.07% | No change | 1,509 | $325K |
| Manchester Capital Management LLC | 0.04% | No change | 1,507 | $325K |
| 17 Capital Partners, LLC | 0.21% | Add +10.0% | 1,507 | $325K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +2.7% | 1,504 | $324K |
| Merrion Investment Management Co, LLC | 0.22% | No change | 1,500 | $323K |
| Mackenzie Financial Corp. | 0.00% | Reduce -25.4% | 1,500 | $323K |
| Rinkey Investments | 0.10% | Add +7.2% | 1,497 | $323K |
| HBW Advisory Services LLC | 0.03% | No change | 1,468 | $316K |
| Scientech Research LLC | 0.09% | New | 1,447 | $312K |
| Titleist Asset Management, LLC | 0.04% | New | 1,447 | $312K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -3.0% | 1,440 | $310K |
| World Equity Group, Inc. | 0.07% | New | 1,434 | $309K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +4.2% | 1,426 | $307K |
| WealthBridge Capital Management, LLC | 0.09% | New | 1,419 | $306K |
| Grant Private Wealth Management Inc | 0.33% | — | 1,417 | $305K |
| LM Advisors LLC | 0.06% | No change | 1,417 | $305K |
| Welch & Forbes LLC | 0.00% | Add +1.1% | 1,414 | $305K |
| Johnson Investment Counsel Inc. | 0.00% | Add +19.1% | 1,403 | $302K |
| Whalerock Point Partners, LLC | 0.07% | No change | 1,395 | $301K |
| GWN Securities Inc. | 0.08% | — | 1,389 | $300K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +5.5% | 1,389 | $298K |
| Hilltop Holdings Inc. | 0.02% | Reduce -6.7% | 1,369 | $295K |
| Secure Asset Management, LLC | 0.04% | Add +0.5% | 1,364 | $294K |
| Conservest Capital Advisors, Inc. | 0.03% | New | 1,364 | $294K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.1% | 1,363 | $294K |
| Ascentis Independent Advisors | 0.06% | Reduce -4.2% | 1,358 | $293K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 1,350 | $291K |
| PKS Advisory Services, LLC | 0.07% | — | 1,345 | $290K |
| Bravias Capital Group, LLC | 0.23% | — | 1,315 | $287K |
| Pathstone Holdings, LLC | 0.00% | Add +1.6% | 1,322 | $286K |
| Verdence Capital Advisors LLC | 0.02% | No change | 1,311 | $283K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,311 | $283K |
| Obsidian Cio, LLC | 0.05% | Reduce -1.1% | 1,308 | $282K |
| Financial Counselors Inc. | 0.00% | No change | 1,305 | $281K |
| Cresta Advisors, Ltd. | 0.15% | No change | 1,212 | $279K |
| Trust Point Inc. | 0.02% | No change | 1,296 | $279K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 1,281 | $276K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 1,281 | $276K |
| Busey Bank | 0.01% | No change | 1,272 | $274K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 1,272 | $274K |
| Assetmark, Inc. | 0.00% | Reduce -34.6% | 1,272 | $274K |
| Gerber, LLC | 0.20% | Add +0.1% | 1,262 | $272K |
| Aviance Capital Partners, LLC | 0.04% | Add +0.2% | 1,261 | $272K |
| Boston Financial Mangement LLC | 0.01% | Add +0.8% | 1,256 | $271K |
| Spreng Capital Management, Inc. | 0.12% | Reduce -5.6% | 1,255 | $270K |
| Citizens & Northern Corp. | 0.07% | New | 1,251 | $270K |
| North Star Investment Management Corp. | 0.02% | Add +13.2% | 1,251 | $270K |
| AssuredPartners Investment Advisors, LLC | 0.05% | — | 1,250 | $269K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.10% | New | 1,241 | $267K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,236 | $266K |
| Moors & Cabot, Inc. | 0.01% | Reduce -9.7% | 1,233 | $266K |
| Global View Capital Management LLC | 0.09% | — | 1,219 | $264K |
| Capital Management Associates | 0.31% | Reduce -62.7% | 1,225 | $264K |
| AQR Capital Management | 0.00% | Add +3.5% | 1,217 | $262K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -12.4% | 1,180 | $258K |
| MinichMacGregor Wealth Management, LLC | 0.05% | Add +48.9% | 1,197 | $258K |
| Prosperity Wealth Management, Inc. | 0.11% | Reduce -7.7% | 1,191 | $257K |
| Journey Advisory Group, LLC | 0.03% | No change | 1,040 | $256K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -53.0% | 1,190 | $256K |
| Rosenberg Matthew Hamilton | 0.07% | Add +9.6% | 1,184 | $255K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,172 | $253K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Add +1.7% | 1,161 | $250K |
| Liberty Wealth Management LLC | 0.04% | Reduce -3.1% | 1,158 | $250K |
| Choate Investment Advisors | 0.01% | Reduce -2.5% | 1,155 | $249K |
| Bank of New York Mellon Corp | 0.00% | Reduce -67.5% | 1,150 | $248K |
| Dakota Wealth Management | 0.01% | Reduce -11.6% | 1,149 | $248K |
| Hazlett, Burt & Watson, Inc. | 0.11% | No change | 1,145 | $247K |
| WBH Advisory Inc. | 0.02% | Reduce -0.2% | 1,144 | $247K |
| Well Done, LLC | 0.05% | No change | 1,069 | $247K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.1% | 1,140 | $246K |
| MWA Asset Management | 0.16% | Reduce -0.1% | 1,133 | $244K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 1,130 | $243K |
| Councilmark Asset Management, LLC | 0.16% | No change | 1,125 | $242K |
| Sculati Wealth Management, LLC | 0.10% | No change | 1,125 | $242K |
| Becker Capital Management Inc. | 0.01% | No change | 1,110 | $239K |
| Brown Brothers Harriman & Co. | 0.00% | Add +43.0% | 1,107 | $239K |
| Nwam LLC | 0.01% | Reduce -9.4% | 1,107 | $238K |
| Fielder Capital Group LLC | 0.07% | No change | 1,104 | $238K |
| Fermata Advisors, LLC | 0.04% | Reduce -42.3% | 1,095 | $236K |
| Independent Solutions Wealth Management, LLC | 0.05% | New | 1,089 | $235K |
| Darden Wealth Group Inc | 0.16% | New | 1,083 | $233K |
| Legacy PCG, LLC | 0.17% | New | 1,079 | $233K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +5.8% | 1,078 | $232K |
| HUB Investment Partners, LLC | 0.01% | New | 1,075 | $232K |
| Good Life Advisors, LLC | 0.02% | Reduce -50.6% | 1,075 | $232K |
| Essex Bank | 0.06% | No change | 1,074 | $231K |
| LRI Investments, LLC | 0.02% | No change | 1,068 | $230K |
| AllSquare Wealth Management LLC | 0.13% | Reduce -9.0% | 1,065 | $229K |
| Financial Advocates Investment Management | 0.01% | Add +18.5% | 2,175 | $228K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,058 | $228K |
| Clearbridge Investments, LLC | 0.00% | New | 1,054 | $227K |
| Waldron Private Wealth LLC | 0.01% | Add +0.1% | 1,052 | $227K |
| Silver Oak Securities, Incorporated | 0.02% | New | 1,043 | $227K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 1,050 | $226K |
| Main Street Financial Solutions, LLC | 0.02% | Add +1.3% | 1,032 | $222K |
| Stonebrook Private Inc. | 0.06% | New | 1,031 | $222K |
| Glenview Trust Co | 0.00% | No change | 1,030 | $222K |
| Tyche Wealth Partners LLC | 0.05% | New | 1,025 | $221K |
| Colonial Trust Co / SC | 0.03% | Reduce -12.8% | 1,020 | $220K |
| Quantinno Capital Management LP | 0.00% | New | 1,009 | $217K |
| Calydon Capital | 0.04% | Add +0.4% | 1,004 | $216K |
| Arkadios Wealth Advisors | 0.01% | Reduce -7.1% | 1,001 | $216K |
| Cascade Financial Partners, LLC | 0.03% | No change | 1,000 | $215K |
| Fernwood Investment Management, LLC | 0.07% | Reduce -0.8% | 996 | $215K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.6% | 996 | $215K |
| Southern Capital Advisors, LLC | 0.12% | Add +0.1% | 993 | $214K |
| Johnson Financial Group, Inc. | 0.01% | New | 980 | $214K |
| Yarger Wealth Strategies, LLC | 0.12% | Add +0.1% | 990 | $213K |
| Patten & Patten Inc. | 0.01% | No change | 990 | $213K |
| First Financial Group Corp | 0.24% | — | 989 | $213K |
| L & S Advisors Inc | 0.03% | Reduce -11.4% | 987 | $213K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +115.0% | 886 | $211K |
| Tempus Wealth Planning, LLC | 0.06% | No change | 963 | $208K |
| SeaBridge Investment Advisors LLC | 0.04% | New | 951 | $205K |
| Summa Corp. | 0.10% | No change | 950 | $205K |
| Milestone Asset Management Group, LLC | 0.18% | — | 950 | $205K |
| Ameritas Advisory Services, LLC | 0.01% | New | 949 | $205K |
| Lowery Thomas, LLC | 0.13% | Add +0.2% | 949 | $204K |
| Sandy Spring Bank | 0.01% | No change | 948 | $204K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | Add +0.1% | 940 | $202K |
| Chicago Capital, LLC | 0.01% | No change | 939 | $202K |
| Certified Advisory Corp | 0.02% | Reduce -0.2% | 935 | $202K |
| Bison Wealth, LLC | 0.04% | New | 933 | $201K |
| Outlook Wealth Advisors, LLC | 0.06% | Reduce -19.1% | 930 | $200K |
| Flagship Wealth Advisors, LLC | 0.12% | — | 929 | $200K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 906 | $195K |
| Rice Partnership, LLC | 0.04% | No change | 902 | $194K |
| Angeles Wealth Management, LLC | 0.01% | Add +65.0% | 807 | $174K |
| Elevate Wealth Advisory, Inc. | 0.13% | Add +0.1% | 800 | $172K |
| Olistico Wealth, LLC | 0.10% | Add +0.1% | 788 | $170K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 750 | $163K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.1% | 729 | $157K |
| Qube Research & Technologies Ltd | 0.00% | Add +167.4% | 714 | $154K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Reduce -17.6% | 696 | $150K |
| Eastern Bank | 0.00% | Add +39.2% | 693 | $149K |
| TruNorth Capital Management, LLC | 0.04% | No change | 671 | $145K |
| Beacon Capital Management, LLC | 0.02% | Reduce -12.6% | 668 | $144K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -33.3% | 602 | $142K |
| NFSG Corp | 0.04% | New | 649 | $140K |
| CENTRAL TRUST Co | 0.00% | No change | 645 | $139K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 630 | $136K |
| Oakworth Capital, Inc. | 0.01% | No change | 600 | $129K |
| Signaturefd, LLC | 0.00% | Add +8.0% | 595 | $128K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -4.8% | 590 | $127K |
| Private Trust Co. NA | 0.01% | Reduce -17.8% | 553 | $119K |
| Silicon Valley Capital Partners | 0.01% | Add +0.2% | 553 | $119K |
| Basso Capital Management, L.P. | 0.10% | No change | 553 | $119K |
| Stelac Advisory Services LLC | 0.05% | Reduce -26.3% | 546 | $118K |
| Tacita Capital Inc | 0.08% | No change | 540 | $116K |
| CoreCap Advisors, LLC | 0.01% | Reduce -16.1% | 531 | $114K |
| Matrix Private Capital Group LLC | 0.07% | No change | 530 | $114K |
| Capital Analysts, LLC | 0.00% | Add +62.6% | 527 | $114K |
| Archer Investment Corp | 0.03% | Add +0.2% | 521 | $112K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 456 | $112K |
| Crowley Wealth Management, Inc. | 0.10% | — | 510 | $110K |
| Safe Harbor Fiduciary, LLC | 0.11% | New | 500 | $108K |
| Clear Investment Research, LLC | 0.13% | No change | 476 | $103K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 471 | $101K |
| Parallel Advisors, LLC | 0.00% | Add +21.0% | 466 | $100K |
| Global Wealth Strategies & Associates | 0.03% | Add +4.5% | 460 | $99K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +60.3% | 452 | $97K |
| Signature Resources Capital Management, LLC | 0.09% | No change | 450 | $97K |
| Aptus Capital Advisors, LLC | 0.00% | Add +70.0% | 413 | $89K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 400 | $87K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $86K |
| Kieckhefer Group LLC | 0.05% | — | 399 | $86K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.3% | 399 | $86K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 395 | $85K |
| Wintrust Investments LLC | 0.07% | Add +128.1% | 374 | $80K |
| Mather Group, Llc. | 0.00% | Reduce -9.3% | 371 | $80K |
| Optimum Investment Advisors | 0.03% | No change | 361 | $78K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 357 | $77K |
| Powell Investment Advisors, LLC | 0.04% | New | 350 | $75K |
| Canton Hathaway, LLC | 0.02% | No change | 348 | $75K |
| Salem Investment Counselors Inc. | 0.00% | No change | 348 | $75K |
| Ascentis Wealth Management, LLC | 0.03% | Reduce -11.7% | 331 | $71K |
| Synergy Asset Management, LLC | 0.01% | New | 306 | $71K |
| Advanced Asset Management Advisors Inc | 0.02% | Add +0.7% | 310 | $67K |
| WASHINGTON TRUST Co | 0.00% | No change | 309 | $67K |
| Fortitude Family Office, LLC | 0.02% | No change | 306 | $66K |
| Fifth Third Bancorp | 0.00% | Reduce -3.8% | 303 | $65K |
| Cordant, Inc. | 0.03% | New | 300 | $65K |
| Ransom Advisory, Ltd | 0.03% | No change | 300 | $65K |
| Creekmur Asset Management LLC | 0.01% | No change | 297 | $64K |
| Valley National Advisers Inc. | 0.01% | Add +484.3% | 298 | $64K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 284 | $61K |
| Provident Wealth Management, LLC | 0.02% | No change | 283 | $61K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 272 | $59K |
| Russell Investments Group, Ltd. | 0.00% | Add +548.8% | 266 | $57K |
| Raffa Wealth Management, LLC | 0.01% | Add +10.1% | 251 | $54K |
| Roxbury Financial LLC | 0.05% | — | 248 | $53K |
| Howe & Rusling Inc. | 0.00% | Reduce -36.4% | 218 | $47K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 213 | $46K |
| EPG Wealth Management LLC | 0.01% | No change | 210 | $45K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -38.4% | 209 | $45K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 201 | $43K |
| AlphaMark Advisors, LLC | 0.02% | New | 195 | $42K |
| GAMMA Investing LLC | 0.00% | No change | 186 | $40K |
| Robinswood Financial LLC | 0.01% | No change | 180 | $39K |
| Biltmore Family Office, LLC | 0.01% | Reduce -21.7% | 180 | $39K |
| Morse Asset Management, Inc | 0.01% | Reduce -2.7% | 179 | $39K |
| Tortoise Investment Management, LLC | 0.00% | No change | 177 | $38K |
| Transce3nd, LLC | 0.01% | — | 176 | $38K |
| Truvestments Capital LLC | 0.01% | Add +8.0% | 162 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 161 | $35K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $32K |
| Hopwood Financial Services, Inc. | 0.02% | — | 140 | $30K |
| Morling Financial Advisors, LLC | 0.01% | No change | 126 | $27K |
| Compass Financial Services Inc | 0.01% | — | 116 | $25K |
| Anfield Capital Management, LLC | 0.01% | Add +58.6% | 111 | $24K |
| Blue Trust, Inc. | 0.00% | No change | 111 | $24K |
| Hollencrest Capital Management | 0.00% | Reduce -34.1% | 110 | $24K |
| Copia Wealth Management | 0.02% | — | 108 | $23K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 108 | $23K |
| Bokf, NA | 0.00% | Reduce -4.5% | 105 | $23K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.9% | 106 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 105 | $23K |
| FWL Investment Management, LLC | 0.01% | Add +72.1% | 105 | $23K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 105 | $23K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -15.3% | 100 | $22K |
| Highline Wealth Partners LLC | 0.01% | Reduce -9.8% | 92 | $20K |
| VSM Wealth Advisory, LLC | 0.01% | — | 90 | $19K |
| Dogwood Wealth Management LLC | 0.01% | No change | 85 | $18K |
| Birchbrook, Inc. | 0.01% | New | 84 | $18K |
| SYM FINANCIAL Corp | 0.00% | No change | 83 | $18K |
| Topsail Wealth Management, LLC | 0.00% | — | 75 | $16K |
| First PREMIER Bank | 0.00% | No change | 75 | $16K |
| American Capital Advisory, LLC | 0.01% | No change | 72 | $16K |
| Integrity Financial Corp | 0.01% | Reduce -65.2% | 72 | $15K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $15K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -40.7% | 67 | $14K |
| Clearstead Advisors, LLC | 0.00% | Reduce -45.5% | 66 | $14K |
| UMB Bank, n.a. | 0.00% | New | 65 | $14K |
| Aspect Partners, LLC | 0.01% | No change | 61 | $13K |
| Center for Financial Planning, Inc. | 0.00% | New | 61 | $13K |
| Heritage Wealth Advisors | 0.00% | Reduce -40.0% | 60 | $13K |
| Gould Capital, LLC | 0.01% | Reduce -7.9% | 58 | $12K |
| Financial Life Planners | 0.01% | — | 53 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 48 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 47 | $10K |
| Element Wealth, LLC | 0.01% | No change | 45 | $10K |
| HM Payson & Co. | 0.00% | New | 43 | $9K |
| McClarren Financial Advisors, Inc. | 0.03% | New | 44 | $9K |
| Kiker Wealth Management, LLC | 0.01% | — | 40 | $9K |
| Painted Porch Advisors LLC | 0.00% | New | 40 | $9K |
| CVA Family Office, LLC | 0.00% | No change | 39 | $8K |
| Allianz SE | 0.00% | Add +58.3% | 38 | $8K |
| Nemes Rush Group LLC | 0.00% | New | 37 | $8K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | — | 36 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -52.8% | 34 | $7K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 33 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $6K |
| New Millennium Group LLC | 0.00% | New | 29 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $6K |
| St Germain D J Co. Inc. | 0.00% | New | 29 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 28 | $6K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $6K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 27 | $6K |
| Whittier Trust Co. | 0.00% | New | 27 | $6K |
| Field & Main Bank | 0.00% | No change | 24 | $5K |
| Sawyer & Company, Inc | 0.00% | No change | 21 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 24 | $5K |
| Bollard Group LLC | 0.00% | No change | 23 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 22 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 20 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 18 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 18 | $4K |
| Noble Wealth Management PBC | 0.00% | — | 15 | $3K |
| Abound Wealth Management | 0.00% | No change | 12 | $3K |
| Crews Bank & Trust | 0.00% | — | 9 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | Add +60.0% | 8 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 6 | $1K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -66.7% | 6 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 4 | $862 |
| Horizon Investments, LLC | 0.00% | No change | 4 | $862 |
| West Branch Capital LLC | 0.00% | No change | 3 | $659 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 3 | $657 |
| Walleye Capital LLC | 0.00% | Reduce -98.9% | 2 | $431 |
| West Paces Advisors Inc. | 0.00% | No change | 1 | $215 |
"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.