iShares Semiconductor ETFSOXXETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 718 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, down 45 from Q4 2024. 60 opened new positions and 101 sold out. The largest holders were Goldman Sachs Group Inc. ($467.8M), Bank of America Corp. ($414.4M) and Healthcare of Ontario Pension Plan Trust Fund ($393.3M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Semiconductor ETF
- CUSIP
- 464287523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $104.1M |
| Exits | 101 | $113.2M |
All 13F filers, Q4 2024 → Q1 2025: 2,697,485 shares bought and 6,543,171 shares sold, net −3,845,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 718 holders
| Goldman Sachs Group Inc. | 0.09% | Reduce -17.0% | 2,485,942 | $467.8M |
| Bank of America Corp. | 0.04% | Reduce -0.8% | 2,202,316 | $414.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.88% | Reduce -19.3% | 2,090,000 | $393.3M |
| Morgan Stanley | 0.02% | Reduce -10.4% | 1,816,097 | $341.7M |
| UBS Group AG | 0.04% | Reduce -27.9% | 996,109 | $187.4M |
| BNP Paribas Financial Markets | 0.14% | Add +220.2% | 968,262 | $182.2M |
| LPL Financial LLC | 0.06% | Add +7.3% | 843,995 | $158.8M |
| Wells Fargo & Company | 0.03% | Reduce -7.0% | 698,539 | $131.4M |
| Barclays PLC | 0.03% | Add +26.1% | 392,881 | $73.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -67.3% | 363,434 | $68.4M |
| Raymond James Financial Inc. | 0.02% | Add +7.0% | 345,761 | $65.1M |
| Royal Bank of Canada | 0.01% | Reduce -23.9% | 339,402 | $63.9M |
| Rockefeller Capital Management L.P. | 0.15% | Add +33.4% | 320,646 | $60.3M |
| Donaldson Capital Management, LLC | 2.27% | Add +2.2% | 319,441 | $60.1M |
| Millennium Management | 0.06% | Reduce -17.2% | 295,310 | $55.6M |
| Ameriprise Financial Inc. | 0.01% | Add +1.8% | 284,042 | $53.4M |
| FIL Ltd | 0.05% | Add +5938.3% | 281,024 | $52.9M |
| LMR Partners LLP | 1.46% | Add +7.7% | 280,000 | $52.7M |
| Citadel Advisors | 0.05% | Add +549.8% | 271,889 | $51.2M |
| Quadrature Capital Ltd | 1.09% | New | 261,752 | $49.2M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -1.7% | 230,679 | $43.4M |
| Citigroup Inc. | 0.03% | Add +13.9% | 225,083 | $42.4M |
| Twin Tree Management, LP | 0.92% | Reduce -14.9% | 222,529 | $41.9M |
| Corient Private Wealth LP | 0.07% | Add +95.0% | 219,028 | $41.2M |
| Susquehanna International Group, LLP | 0.06% | Reduce -34.5% | 204,276 | $38.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -3.9% | 198,310 | $37.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -10.4% | 191,426 | $36.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -1.2% | 186,578 | $35.1M |
| Cetera Investment Advisers | 0.06% | Add +13.3% | 174,594 | $32.9M |
| Edmond DE Rothschild Holding S.A. | 0.51% | Add +20.4% | 153,218 | $28.8M |
| HighTower Advisors, LLC | 0.04% | Add +1.0% | 151,681 | $28.5M |
| Analyst IMS Investment Management Services Ltd. | 1.05% | Add +22.7% | 142,893 | $26.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.0% | 129,461 | $24.4M |
| IMC-Chicago, LLC | 0.81% | Reduce -18.3% | 110,586 | $20.8M |
| GM Advisory Group, LLC | 1.11% | Add +8.0% | 109,200 | $20.5M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -0.8% | 108,764 | $20.5M |
| Greenwood Gearhart LLC | 1.40% | Add +0.7% | 107,850 | $20.3M |
| SG Americas Securities, LLC | 0.07% | Add +49.9% | 101,860 | $19.2M |
| First Manhattan Co. Llc. | 0.06% | Add +1.6% | 101,375 | $19.1M |
| Mirae Asset Securities (usa) Inc. | 0.81% | Reduce -50.1% | 100,000 | $18.8M |
| Truist Financial Corp. | 0.03% | Reduce -0.9% | 94,137 | $17.7M |
| MML Investors Services, LLC | 0.06% | Reduce -3.0% | 93,069 | $17.5M |
| Jones Financial Companies LLLP | 0.02% | Add +14.6% | 89,966 | $17.0M |
| Jump Financial, LLC | 0.25% | Add +40.3% | 87,712 | $16.5M |
| Yarbrough Capital, LLC | 0.67% | No change | 82,383 | $15.5M |
| Oppenheimer & Co. Inc. | 0.21% | Add +0.4% | 72,215 | $13.6M |
| Stifel Financial Corp. | 0.01% | Reduce -3.7% | 71,793 | $13.5M |
| Mariner, LLC | 0.02% | Reduce -10.0% | 56,296 | $10.6M |
| Group One Trading LLC | 0.43% | New | 55,327 | $10.4M |
| Legend Financial Advisors, Inc. | 7.62% | Add +10.3% | 55,146 | $10.4M |
| Bank of Montreal | 0.01% | Add +25.9% | 53,761 | $10.1M |
| TD Waterhouse Canada Inc. | 0.08% | Reduce -5.3% | 53,303 | $10.0M |
| Advisory Services Network, LLC | 0.18% | Add +3.6% | 49,049 | $9.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.09% | Add +83.6% | 49,731 | $9.2M |
| Focus Partners Wealth | 0.02% | Reduce -3.4% | 48,531 | $9.1M |
| Commerce Bank | 0.06% | Add +0.1% | 47,840 | $9.0M |
| Bank Hapoalim BM | 1.30% | Reduce -8.1% | 45,773 | $8.6M |
| Legacy Edge Advisors, LLC | 1.34% | Reduce -3.1% | 45,634 | $8.6M |
| Wealthfront Advisers LLC | 0.02% | Add +55.4% | 45,231 | $8.5M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -13.3% | 44,911 | $8.5M |
| Wellington Shields Capital Management, LLC | 1.51% | Add +7.8% | 44,126 | $8.3M |
| Financial Partners Group, Inc | 1.26% | Add +5.8% | 43,501 | $8.2M |
| Credit Agricole S A | 0.03% | Add +49.0% | 43,489 | $8.2M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -1.6% | 43,177 | $8.1M |
| Capital Investment Counsel, LLC | 1.34% | Reduce -3.6% | 43,063 | $8.1M |
| National Bank of Canada | 0.01% | Reduce -15.2% | 41,965 | $7.9M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -50.3% | 40,462 | $7.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +108.3% | 39,128 | $7.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.33% | Reduce -12.2% | 38,635 | $7.3M |
| Marshall Wace, LLP | 0.01% | Add +292.1% | 37,341 | $7.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.3% | 36,145 | $6.8M |
| NewEdge Advisors, LLC | 0.04% | Reduce -5.8% | 36,037 | $6.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -92.1% | 34,815 | $6.6M |
| Gray Foundation | 2.02% | No change | 34,371 | $6.5M |
| Meridian Wealth Management, LLC | 0.31% | Add +0.4% | 33,503 | $6.3M |
| Novare Capital Management LLC | 0.54% | Add +0.9% | 33,004 | $6.2M |
| Lowe Brockenbrough & Co. Inc. | 0.41% | Add +1.1% | 32,966 | $6.2M |
| Clark Capital Management Group, Inc. | 0.04% | New | 32,680 | $6.1M |
| Cibc World Market Inc. | 0.01% | Add +6.7% | 31,806 | $6.0M |
| Traynor Capital Management, Inc. | 0.50% | Reduce -3.6% | 31,586 | $5.9M |
| Vontobel Holding Ltd. | 0.02% | Add +56.1% | 31,330 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.0% | 30,000 | $5.6M |
| CMH Wealth Management LLC | 1.38% | Reduce 0.0% | 29,326 | $5.5M |
| Toth Financial Advisory Corp. | 0.66% | Reduce -33.1% | 29,300 | $5.5M |
| MAI Capital Management | 0.04% | Reduce -1.3% | 28,603 | $5.4M |
| Stephens Inc. | 0.08% | Add +115.7% | 28,511 | $5.4M |
| Fulton Bank, N.A. | 0.22% | Reduce -10.7% | 28,350 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.3% | 27,433 | $5.2M |
| Lindbrook Capital, LLC | 0.47% | Reduce -0.8% | 27,256 | $5.1M |
| Tudor Investment Corporation | 0.05% | New | 27,251 | $5.1M |
| Absolute Capital Management, LLC | 2.92% | No change | 26,850 | $5.1M |
| Wall Street Financial Group, Inc. | 5.14% | Reduce -5.6% | 26,380 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -1.4% | 26,327 | $5.0M |
| Cottonwood Capital Advisors, LLC | 3.62% | Add +5.8% | 26,181 | $4.9M |
| Walleye Trading LLC | 0.14% | Reduce -31.4% | 26,128 | $4.9M |
| First Interstate Bank | 0.29% | Reduce -1.7% | 26,104 | $4.9M |
| Credit Industriel Et Commercial | 1.10% | New | 25,950 | $4.9M |
| Portfolio Strategies, Inc. | 0.74% | Reduce -3.0% | 25,538 | $4.8M |
| Spinnaker Trust | 0.31% | Add +5.5% | 25,473 | $4.8M |
| Alexander Labrunerie & Co., Inc. | 2.08% | Reduce -1.1% | 25,182 | $4.7M |
| Bremer Bank National Association | 0.84% | New | 25,166 | $4.7M |
| Kelly Financial Services LLC | 1.64% | Add +7.7% | 25,064 | $4.7M |
| AJ Advisors, LLC | 2.41% | Add +8.1% | 25,056 | $4.7M |
| Avaii Wealth Management, LLC | 2.45% | Reduce -4.5% | 24,406 | $4.6M |
| Renaissance Technologies | 0.01% | New | 24,200 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -11.3% | 23,954 | $4.5M |
| Adams Wealth Management | 0.88% | Reduce -5.7% | 23,795 | $4.5M |
| CacheTech Inc. | 0.87% | Reduce -5.7% | 23,795 | $4.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +2.0% | 23,418 | $4.4M |
| Sigma Planning Corp | 0.14% | Reduce -0.6% | 23,331 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -24.3% | 23,143 | $4.4M |
| PFG Advisors | 0.24% | Add +30.9% | 22,464 | $4.2M |
| Strategic Blueprint, LLC | 0.23% | Reduce -20.5% | 22,319 | $4.2M |
| Independent Financial Group, LLC | 0.14% | Reduce -7.3% | 22,298 | $4.2M |
| Martin & Co. Inc. | 0.80% | Add +3.0% | 22,137 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +10.7% | 21,908 | $4.1M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +23.7% | 19,881 | $4.0M |
| Blair William & Co. | 0.01% | Reduce -1.9% | 21,137 | $4.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -89.8% | 20,678 | $3.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Add +0.9% | 20,497 | $3.9M |
| Creative Planning | 0.00% | Reduce -5.0% | 19,932 | $3.8M |
| Aprio Wealth Management, LLC | 0.47% | Reduce -5.0% | 19,860 | $3.7M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +4.4% | 19,840 | $3.7M |
| Montag A & Associates Inc. | 0.19% | No change | 19,768 | $3.7M |
| Equitable Holdings, Inc. | 0.04% | Add +28.2% | 19,745 | $3.7M |
| Bristlecone Advisors, LLC | 0.30% | Add +2.9% | 19,379 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.3% | 18,829 | $3.5M |
| Park Avenue Securities LLC | 0.04% | Add +18.2% | 18,721 | $3.5M |
| Anchor Investment Management, LLC | 0.32% | Add +2.3% | 18,399 | $3.5M |
| StoneX Group Inc. | 0.19% | Add +1083.6% | 18,215 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +4.6% | 18,191 | $3.4M |
| KKM Financial LLC | 1.43% | Reduce -9.8% | 17,850 | $3.4M |
| Harbor Advisory Corp. | 1.13% | Add +5.2% | 17,843 | $3.4M |
| Lido Advisors, LLC | 0.02% | Add +26.9% | 17,814 | $3.4M |
| Family Legacy, Inc. | 1.15% | Add +40.4% | 17,754 | $3.3M |
| Woodmont Investment Counsel LLC | 0.24% | Reduce -60.7% | 17,684 | $3.3M |
| JPL Wealth Management, LLC | 0.95% | Add +7.6% | 17,658 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.9% | 17,283 | $3.3M |
| First National Corp. /Ma/ | 0.70% | Reduce -26.7% | 16,898 | $3.2M |
| Parallax Volatility Advisers, L.P. | 0.12% | Add +148.3% | 16,597 | $3.1M |
| Comerica Bank | 0.01% | Reduce -15.0% | 16,467 | $3.1M |
| Transcend Capital Advisors, LLC | 0.22% | Add +175.6% | 16,325 | $3.1M |
| Jaffetilchin Investment Partners, LLC | 0.22% | Reduce -2.1% | 16,235 | $3.1M |
| Wharton Business Group, LLC | 0.14% | Add +62.0% | 16,154 | $3.0M |
| PFG Investments, LLC | 0.19% | Add +0.8% | 16,101 | $3.0M |
| Integrated Capital Management, LLC | 1.66% | Add +3.0% | 16,054 | $3.0M |
| Concentrum Wealth Management | 1.11% | Reduce -24.1% | 15,941 | $3.0M |
| Ewa, LLC | 1.10% | Add +3.1% | 15,707 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -50.6% | 13,915 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | — | 14,710 | $2.8M |
| Composition Wealth, LLC | 0.06% | Add +34.6% | 14,689 | $2.8M |
| Midwest Financial Group LLC | 1.60% | Add +111.2% | 14,675 | $2.8M |
| Spire Wealth Management | 0.09% | Reduce -8.5% | 14,665 | $2.8M |
| 360 Financial, Inc. | 0.99% | Reduce -39.0% | 14,585 | $2.7M |
| RFG Advisory, LLC | 0.07% | Reduce -60.3% | 14,556 | $2.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -8.2% | 14,525 | $2.7M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Add +118.4% | 14,510 | $2.7M |
| Klingman & Associates, LLC | 0.16% | Add +6.7% | 14,185 | $2.7M |
| 1 North Wealth Services LLC | 1.23% | Reduce -14.7% | 14,160 | $2.7M |
| US Bancorp \de | 0.00% | Add +1.9% | 13,840 | $2.6M |
| Moss Adams Wealth Advisors LLC | 0.27% | New | 13,820 | $2.6M |
| IFP Advisors, Inc | 0.08% | Add +0.1% | 13,669 | $2.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.07% | Add +51.9% | 13,583 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +31.6% | 13,524 | $2.5M |
| One Capital Management, LLC | 0.09% | Reduce -3.3% | 13,431 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +18.5% | 13,266 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.2% | 12,877 | $2.4M |
| Forte Asset Management LLC | 1.21% | Add +29.1% | 12,771 | $2.4M |
| Prosperity Consulting Group, LLC | 0.19% | Reduce -18.4% | 12,754 | $2.4M |
| &partners | 0.03% | Add +21.8% | 12,613 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -8.4% | 12,637 | $2.4M |
| Banque Cantonale Vaudoise | 0.10% | — | 12,558 | $2.4M |
| FMR LLC | 0.00% | Add +3.0% | 12,030 | $2.3M |
| Gold Investment Management Ltd. | 0.95% | Add +1.6% | 11,952 | $2.2M |
| Armor Investment Advisors, LLC | 0.92% | Add +0.4% | 11,861 | $2.2M |
| Magnus Financial Group LLC | 0.22% | Reduce -11.0% | 11,828 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +215.9% | 11,928 | $2.2M |
| Merit Financial Group, LLC | 0.03% | Add +0.2% | 11,744 | $2.2M |
| Provida Pension Fund Administrator | 0.04% | Reduce -95.2% | 11,611 | $2.2M |
| Pennsylvania Capital Management Inc. | 0.80% | Reduce -3.7% | 11,559 | $2.2M |
| Evolution Wealth Advisors, LLC | 0.36% | Add +56.3% | 11,519 | $2.2M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.79% | Add +17.5% | 11,154 | $2.1M |
| Money Concepts Capital Corp. | 0.16% | Add +0.5% | 11,090 | $2.1M |
| Beacon Financial Planning, Inc. | 1.20% | Reduce -7.3% | 11,071 | $2.1M |
| Transcendent Capital Group LLC | 1.16% | Add +4.9% | 10,950 | $2.1M |
| Theory Financial LLC | 0.87% | Reduce -49.5% | 10,945 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -53.6% | 10,890 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +8.1% | 10,837 | $2.0M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -54.8% | 10,824 | $2.0M |
| Polymer Capital Management (HK) LTD | 0.35% | Reduce -59.9% | 10,760 | $2.0M |
| Sowell Financial Services LLC | 0.09% | New | 10,755 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -2.3% | 10,599 | $2.0M |
| Farther Finance Advisors, LLC | 0.05% | Add +31.7% | 10,549 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +18.8% | 10,554 | $2.0M |
| Maxele Advisors, LLC | 1.92% | Reduce -1.6% | 10,533 | $2.0M |
| Bank of Nova Scotia | 0.00% | Reduce -96.0% | 10,517 | $2.0M |
| Koshinski Asset Management, Inc. | 0.17% | Add +3.0% | 10,396 | $2.0M |
| Tsfg, LLC | 0.39% | Add +5.9% | 10,056 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -21.2% | 9,935 | $1.9M |
| Condor Capital Management | 0.17% | Add +1.5% | 9,833 | $1.9M |
| Matrix Trust Co | 0.31% | No change | 9,712 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Add +3.2% | 9,627 | $1.8M |
| Fisher Asset Management | 0.00% | Reduce -17.2% | 9,598 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce -19.2% | 9,588 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +55.0% | 9,542 | $1.8M |
| KCM Investment Advisors LLC | 0.06% | Add +159.3% | 9,444 | $1.8M |
| Twin Focus Capital Partners, LLC | 0.27% | No change | 9,385 | $1.8M |
| Wealth Watch Advisors, INC | 1.41% | Reduce -5.6% | 9,191 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 9,167 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Reduce -10.1% | 8,991 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -19.9% | 8,821 | $1.7M |
| Valley Wealth Managers, Inc. | 0.12% | Reduce -11.6% | 8,600 | $1.6M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -2.7% | 8,558 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Add +149.9% | 8,658 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +72.3% | 8,366 | $1.6M |
| GWN Securities Inc. | 0.09% | Add +499.7% | 8,330 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | Reduce -42.5% | 8,288 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +7.2% | 8,105 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -20.2% | 7,971 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.68% | Reduce -4.5% | 7,869 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +8.4% | 7,773 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +5.3% | 7,742 | $1.5M |
| Insight Wealth Partners, LLC | 0.87% | Add +3.9% | 7,670 | $1.4M |
| Corrado Advisors, LLC | 0.96% | Add +10.6% | 7,602 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -30.6% | 7,595 | $1.4M |
| Mirabaud & Cie SA | 0.48% | No change | 7,500 | $1.4M |
| Trivium Point Advisory, LLC | 0.17% | Add +2.6% | 7,322 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Reduce -2.2% | 7,248 | $1.4M |
| Rockland Trust Co. | 0.07% | Reduce -4.5% | 7,139 | $1.3M |
| Avondale Wealth Management | 0.84% | Add +152.2% | 7,125 | $1.3M |
| Afg Fiduciary Services Limited Partnership | 0.98% | Add +85.3% | 7,275 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -11.0% | 6,999 | $1.3M |
| Y.D. More Investments Ltd | 0.11% | Reduce -2.5% | 6,973 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Reduce -14.0% | 6,913 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -29.8% | 6,871 | $1.3M |
| Jain Global LLC | 0.03% | New | 6,780 | $1.3M |
| Capital Market Strategies LLC | 0.83% | Add +0.3% | 6,537 | $1.2M |
| First Financial Bank - Trust Division | 0.12% | Reduce -20.5% | 6,460 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +0.8% | 5,615 | $1.2M |
| Washburn Capital Management, Inc. | 0.77% | Reduce -0.8% | 6,250 | $1.2M |
| Intellectus Partners, LLC | 0.29% | Add +0.4% | 6,230 | $1.2M |
| Barings LLC | 0.03% | Reduce -24.4% | 6,027 | $1.1M |
| Capstone Wealth Management Group LLC | 0.89% | Reduce -23.2% | 5,937 | $1.1M |
| Access Financial Services, Inc. | 0.45% | New | 5,914 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -4.4% | 6,079 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Add +401.4% | 5,876 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.7% | 5,858 | $1.1M |
| Global Assets Advisory, LLC | 0.21% | Add +199.6% | 6,219 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | Reduce -31.3% | 5,679 | $1.1M |
| City Holding Co. | 0.15% | Reduce -14.7% | 5,660 | $1.1M |
| National Philanthropic Trust | 0.02% | No change | 5,649 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -52.9% | 5,624 | $1.1M |
| Keystone Financial Group | 0.11% | Add +10.2% | 5,615 | $1.1M |
| Main Management LLC | 0.09% | Reduce -19.9% | 5,586 | $1.1M |
| Juncture Wealth Strategies, LLC | 0.41% | Add +3.1% | 5,550 | $1.0M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -56.1% | 5,540 | $1.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -7.1% | 5,535 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.0% | 5,499 | $1.0M |
| Joseph P. Lucia & Associates, LLC | 0.47% | Reduce -3.9% | 5,474 | $1.0M |
| Marex Group Ltd | 0.02% | Add +44.5% | 5,438 | $1.0M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -3.6% | 5,400 | $1.0M |
| Safeguard Investment Advisory Group, LLC | 0.28% | Reduce -5.1% | 5,387 | $1.0M |
| World Investment Advisors | 0.03% | Add +12.1% | 5,356 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -18.3% | 5,335 | $1.0M |
| Wealthstream Advisors, Inc. | 0.18% | No change | 5,254 | $989K |
| Continuum Advisory, LLC | 0.13% | Reduce -4.7% | 5,242 | $986K |
| Kovack Advisors, Inc. | 0.10% | Reduce -0.0% | 5,135 | $966K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +2.0% | 5,118 | $963K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +19.6% | 5,102 | $960K |
| Telos Capital Management, Inc. | 0.10% | Add +5.8% | 5,084 | $957K |
| Townsquare Capital LLC | 0.01% | Reduce -8.2% | 5,070 | $954K |
| Monetary Management Group Inc. | 0.26% | Add +18.8% | 5,035 | $947K |
| HITE Hedge Asset Management LLC | 0.06% | New | 5,010 | $943K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -20.3% | 4,946 | $940K |
| Prostatis Group LLC | 0.30% | Reduce -54.7% | 4,988 | $939K |
| Pacific Sun Financial Corp | 0.53% | Add +44.2% | 4,964 | $934K |
| Apeiron RIA LLC | 0.28% | Reduce -16.0% | 4,936 | $929K |
| Western Wealth Management, LLC | 0.06% | Reduce -0.8% | 4,925 | $927K |
| Greenberg Financial Group | 0.38% | — | 2,793 | $918K |
| Cwm, LLC | 0.00% | Reduce -6.6% | 4,797 | $903K |
| BlackRock, Inc. | 0.00% | Add +81.4% | 4,734 | $891K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -0.3% | 4,602 | $868K |
| Nikulski Financial, Inc. | 0.26% | Reduce -42.7% | 4,614 | $868K |
| NorthStar Asset Management LLC | 0.53% | Reduce -3.0% | 4,542 | $855K |
| Wedbush Securities Inc. | 0.03% | Reduce -32.7% | 4,445 | $836K |
| Weiss Asset Management LP | 0.03% | Add +12.8% | 4,401 | $828K |
| Apexium Financial, LP | 0.05% | Add +23.6% | 4,365 | $821K |
| Lionshead Wealth Management, LLC | 0.85% | New | 4,360 | $820K |
| SPC Financial, Inc. | 0.07% | Reduce -10.0% | 4,344 | $817K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.0% | 4,323 | $813K |
| AE Wealth Management LLC | 0.01% | Add +1.5% | 4,312 | $811K |
| International Assets Investment Management, LLC | 0.07% | Add +11.9% | 4,305 | $810K |
| Two Sigma Securities, LLC | 0.12% | Reduce -37.8% | 4,262 | $802K |
| Conservest Capital Advisors, Inc. | 0.08% | Add +211.6% | 4,250 | $800K |
| O'ROURKE & COMPANY, Inc | 0.40% | Add +3.1% | 4,244 | $799K |
| WealthCare Investment Partners, LLC | 0.34% | Add +18.3% | 4,870 | $797K |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | Reduce -99.7% | 4,222 | $794K |
| Blue Chip Partners, LLC | 0.07% | Reduce -63.0% | 4,214 | $793K |
| RoundAngle Advisors LLC | 0.72% | Add +19.1% | 4,185 | $787K |
| Bayesian Capital Management, LP | 0.13% | Reduce -28.6% | 4,100 | $771K |
| Alteri Wealth LLC | 0.34% | Add +25.0% | 4,086 | $769K |
| Howard Capital Management, LLC | 0.02% | Reduce -41.9% | 4,076 | $767K |
| Northern Trust Corp. | 0.00% | Add +7.0% | 4,075 | $767K |
| McHugh Group, LLC | 0.58% | No change | 4,033 | $759K |
| Pacific Center for Financial Services | 0.20% | Reduce -10.8% | 3,981 | $749K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -5.2% | 3,955 | $744K |
| Equitable Trust Co. | 0.04% | No change | 3,936 | $741K |
| Ignite Planners, LLC | 0.14% | Add +153.7% | 3,993 | $733K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +412.9% | 3,847 | $726K |
| Independent Wealth Network Inc. | 0.29% | Reduce -14.8% | 3,829 | $720K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -1.6% | 3,804 | $716K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +20.7% | 3,798 | $715K |
| Connecticut Wealth Management, LLC | 0.04% | Add +6.8% | 3,775 | $710K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +0.7% | 3,730 | $702K |
| Resolute Wealth Strategies, LLC | 0.39% | Reduce -1.1% | 3,692 | $695K |
| Werba Rubin Papier Wealth Management | 0.15% | Reduce -19.3% | 3,679 | $692K |
| Csenge Advisory Group | 0.04% | New | 4,125 | $687K |
| Trust Co. of Oklahoma | 0.24% | Reduce -43.9% | 3,641 | $685K |
| Phoenix Financial Ltd. | 0.01% | Reduce -2.4% | 3,639 | $685K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -11.4% | 3,635 | $684K |
| Albion Financial Group | 0.05% | Reduce -51.8% | 3,596 | $677K |
| Comprehensive Financial Planning, Inc. | 0.66% | Reduce -62.0% | 3,586 | $675K |
| Activest Wealth Management | 0.18% | Reduce -15.4% | 3,579 | $673K |
| Advisory Alpha, LLC | 0.02% | Reduce -3.3% | 3,538 | $666K |
| Beacon Financial Advisory LLC | 0.20% | Reduce -1.5% | 3,506 | $660K |
| Ironwood Financial, llc | 0.14% | Reduce -0.3% | 3,494 | $657K |
| Ascentis Wealth Management, LLC | 0.21% | Add +950.1% | 3,476 | $655K |
| Waverly Advisors, LLC | 0.01% | Add +106.0% | 3,473 | $653K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.2% | 3,465 | $652K |
| Sargent Investment Group, LLC | 0.10% | No change | 3,450 | $649K |
| IHT Wealth Management, LLC | 0.02% | Reduce -32.8% | 3,446 | $648K |
| Quantbot Technologies LP | 0.02% | Add +35.4% | 3,445 | $648K |
| Qube Research & Technologies Ltd | 0.00% | Add +381.9% | 3,441 | $647K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -1.7% | 3,413 | $642K |
| Synovus Financial Corp. | 0.01% | Add +0.7% | 3,412 | $642K |
| Lynx Investment Advisory | 0.42% | Add +1.2% | 3,386 | $637K |
| Prospera Financial Services Inc | 0.01% | Reduce -12.4% | 3,374 | $635K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -8.8% | 3,364 | $633K |
| 10Elms LLP | 0.75% | Add +1.5% | 3,360 | $632K |
| Cadent Capital Advisors, LLC | 0.23% | Add +7.5% | 3,254 | $612K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -0.3% | 3,238 | $609K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +1.4% | 3,222 | $606K |
| Sovran Advisors, LLC | 0.08% | Add +70.5% | 3,600 | $600K |
| Chicago Wealth Management, Inc. | 0.31% | Reduce -2.3% | 3,174 | $597K |
| Ellis Investment Partners, LLC | 0.12% | Reduce -2.7% | 3,168 | $596K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 3,139 | $591K |
| McAdam, LLC | 0.04% | Reduce -46.6% | 3,118 | $587K |
| Headlands Technologies LLC | 0.07% | New | 3,075 | $579K |
| Bright Financial Advisors, Inc. | 0.35% | No change | 3,067 | $577K |
| IFG Advisory, LLC | 0.03% | Reduce -5.1% | 3,049 | $574K |
| N.E.W. Advisory Services LLC | 0.04% | Add +25.6% | 3,019 | $568K |
| Finley Financial, LLC | 0.31% | Add +48.0% | 3,085 | $563K |
| GTS Securities LLC | 0.02% | Reduce -88.3% | 2,927 | $551K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.1% | 2,912 | $548K |
| GSG Advisors LLC | 0.18% | Add +0.1% | 2,981 | $547K |
| Flagstar Securities, Inc. | 0.14% | Add +9.0% | 2,904 | $546K |
| Florin Court Capital LLP | 0.57% | Add +45.0% | 2,900 | $546K |
| Banque Pictet & Cie SA | 0.01% | Reduce -14.7% | 2,900 | $546K |
| Snowden Capital Advisors LLC | 0.02% | Add +17.9% | 2,891 | $544K |
| Tudor Financial Inc. | 0.33% | Reduce -2.0% | 2,880 | $542K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.4% | 2,878 | $542K |
| Sharper & Granite LLC | 0.22% | Add +16.9% | 2,877 | $541K |
| Principle Wealth Partners LLC | 0.04% | Reduce -37.0% | 2,876 | $541K |
| Summit X, LLC | 0.11% | Add +2.2% | 2,871 | $540K |
| StoneCrest Wealth Management, Inc. | 0.34% | Reduce -21.8% | 2,845 | $535K |
| Westside Investment Management, Inc. | 0.11% | Add +1.4% | 2,818 | $530K |
| Edgestream Partners, L.P. | 0.02% | Add +9.9% | 2,804 | $528K |
| Avalon Trust Co | 0.04% | Add +19.1% | 2,800 | $527K |
| Verus Capital Partners, LLC | 0.05% | Add +56.3% | 2,794 | $526K |
| Ehrlich Financial Group | 0.38% | New | 2,789 | $525K |
| Wealth Management Partners, LLC | 0.24% | New | 2,776 | $522K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +2.1% | 2,759 | $519K |
| PSI Advisors, LLC | 0.17% | Reduce -1.1% | 2,723 | $512K |
| HB Wealth Management, LLC | 0.00% | Add +1.1% | 2,720 | $512K |
| Signet Financial Management, LLC | 0.07% | Reduce -3.5% | 2,719 | $512K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -3.7% | 2,632 | $495K |
| Apollon Financial, LLC | 0.12% | Add +4.2% | 2,590 | $487K |
| Fortitude Advisory Group L.L.C. | 0.35% | No change | 2,875 | $481K |
| Biondo Investment Advisors, LLC | 0.07% | Reduce -6.1% | 2,550 | $480K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.0% | 2,531 | $476K |
| CenterStar Asset Management, LLC | 0.68% | New | 2,523 | $475K |
| Pines Wealth Management, LLC | 0.22% | Add +41.7% | 3,060 | $474K |
| Allstate Corp. | 0.01% | No change | 2,500 | $470K |
| Independence Bank of Kentucky | 0.07% | Reduce -39.1% | 2,496 | $470K |
| Natixis | 0.00% | Reduce -28.9% | 2,540 | $470K |
| Carnegie Investment Counsel | 0.01% | No change | 2,904 | $468K |
| Brown Advisory Inc. | 0.00% | No change | 2,475 | $466K |
| Curi Capital, LLC | 0.01% | Reduce -93.7% | 2,416 | $455K |
| Gsa Capital Partners LLP | 0.04% | New | 2,395 | $451K |
| Journey Strategic Wealth LLC | 0.02% | Add +8.7% | 2,387 | $449K |
| Obermeyer Wealth Partners | 0.02% | No change | 2,384 | $449K |
| RDA Financial Network | 0.13% | No change | 2,383 | $448K |
| Interchange Capital Partners, LLC | 0.12% | Add +24.9% | 2,313 | $441K |
| Paragon Private Wealth Management, LLC | 0.20% | Reduce -10.0% | 2,336 | $440K |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.8% | 2,304 | $434K |
| Atria Investments, Inc | 0.01% | Reduce -22.7% | 2,294 | $432K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -91.9% | 2,286 | $430K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -6.4% | 2,279 | $429K |
| Bay Harbor Wealth Management, LLC | 0.13% | No change | 2,252 | $424K |
| AQR Capital Management | 0.00% | Add +83.9% | 2,238 | $421K |
| New Wave Wealth Advisors LLC | 0.19% | Reduce -69.4% | 2,227 | $419K |
| Atom Investors LP | 0.05% | Reduce -47.6% | 2,207 | $415K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.1% | 2,199 | $414K |
| Zhang Financial LLC | 0.02% | Reduce -16.3% | 2,194 | $413K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.1% | 2,181 | $410K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +8.5% | 2,180 | $410K |
| Private Wealth Advisors, LLC | 0.17% | No change | 2,174 | $409K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.7% | 2,163 | $407K |
| CVFG LLC | 0.37% | Add +8.3% | 2,150 | $405K |
| National Wealth Management Group, LLC | 0.27% | Reduce -0.1% | 2,146 | $404K |
| Madison Wealth Partners, Inc | 0.10% | Add +0.1% | 2,140 | $403K |
| Dale Q Rice Investment Management Ltd | 0.21% | No change | 2,131 | $401K |
| Rathbones Group PLC | 0.00% | Reduce -3.3% | 2,080 | $391K |
| Summit Financial, LLC | 0.01% | New | 2,075 | $390K |
| QRG Capital Management, Inc. | 0.00% | New | 2,060 | $388K |
| Wealthstar Advisors, LLC | 0.18% | Add +2.5% | 2,057 | $387K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -1.4% | 2,044 | $385K |
| Choreo, LLC | 0.01% | Add +6.8% | 2,018 | $380K |
| Accredited Investors Inc. | 0.02% | Reduce -14.8% | 2,016 | $379K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +6.1% | 2,009 | $378K |
| Arkadios Wealth Advisors | 0.01% | Add +100.4% | 2,006 | $377K |
| Bawa N Mallick Trust | 0.18% | No change | 2,000 | $376K |
| Empower Advisory Group, LLC | 0.00% | Add +9.0% | 1,991 | $375K |
| Apella Capital, LLC | 0.01% | Add +2.6% | 2,031 | $373K |
| RB Capital Management, LLC | 0.09% | Add +0.1% | 1,980 | $373K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -4.1% | 1,975 | $372K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 1,975 | $372K |
| Pathway Financial Advisers, LLC | 0.13% | Add +2.4% | 1,970 | $371K |
| Silver Oak Securities, Incorporated | 0.03% | Add +87.3% | 1,954 | $369K |
| Delta Investment Management, LLC | 0.07% | Reduce -3.8% | 1,954 | $368K |
| WealthBridge Capital Management, LLC | 0.10% | Add +35.0% | 1,916 | $360K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,900 | $358K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -31.7% | 1,890 | $356K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -31.7% | 1,890 | $356K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -47.4% | 1,857 | $349K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,815 | $342K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.6% | 1,803 | $339K |
| FourThought Financial Partners, LLC | 0.04% | Add +0.1% | 1,802 | $339K |
| Pine Harbor Wealth Management, LLC | 0.14% | Add +1.1% | 1,801 | $339K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.2% | 1,800 | $339K |
| White Lighthouse Investment Management Inc. | 0.06% | Add +7.4% | 1,799 | $339K |
| Front Row Advisors LLC | 0.13% | Add +1.5% | 1,794 | $338K |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.5% | 1,768 | $333K |
| Rehmann Capital Advisory Group | 0.02% | Add +22.1% | 1,759 | $331K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +6.7% | 1,746 | $329K |
| WBH Advisory Inc. | 0.03% | Add +52.5% | 1,744 | $328K |
| Selective Wealth Management, Inc. | 0.14% | Add +1.1% | 1,897 | $327K |
| Liberty Square Wealth Partners LLC | 0.12% | No change | 1,731 | $326K |
| Schnieders Capital Management LLC | 0.07% | New | 1,725 | $325K |
| Aviance Capital Partners, LLC | 0.05% | Add +36.7% | 1,724 | $324K |
| Northeast Financial Consultants Inc | 0.01% | No change | 1,721 | $324K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.11% | Add +38.0% | 1,713 | $322K |
| Cypress Wealth Services, LLC | 0.07% | Add +4.8% | 1,708 | $321K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +12.1% | 1,686 | $317K |
| Continental Investors Services, Inc. | 0.63% | Add +6.8% | 1,679 | $316K |
| Wealthgarden F.S. LLC | 0.30% | Reduce -2.6% | 1,672 | $315K |
| Brighton Jones LLC | 0.01% | Add +0.1% | 1,644 | $309K |
| Caprock Group, LLC | 0.01% | Reduce -5.3% | 1,638 | $308K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.7% | 1,629 | $306K |
| XML Financial, LLC | 0.03% | Add +0.1% | 1,627 | $306K |
| Bravias Capital Group, LLC | 0.25% | Add +23.0% | 1,618 | $304K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +4.3% | 1,617 | $304K |
| Park Square Financial Group, LLC | 0.24% | Reduce -3.1% | 1,595 | $300K |
| Marcum Wealth, LLC | 0.03% | New | 1,595 | $300K |
| Assetmark, Inc. | 0.00% | Add +24.4% | 1,582 | $298K |
| Colonial River Investments, LLC | 0.16% | Add +0.1% | 1,573 | $296K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.1% | 1,573 | $296K |
| Mullooly Asset Management, Inc. | 0.13% | — | 1,568 | $295K |
| RiverFront Investment Group, LLC | 0.01% | New | 1,567 | $295K |
| Diversified Trust Co. | 0.01% | Reduce -19.0% | 1,561 | $294K |
| Arax Advisory Partners | 0.02% | Add +0.2% | 1,550 | $292K |
| BluePointe Capital Management, LLC | 0.11% | New | 1,548 | $291K |
| Buttonwood Financial Advisors Inc. | 0.13% | No change | 1,543 | $290K |
| TruNorth Capital Management, LLC | 0.07% | Add +129.7% | 1,541 | $290K |
| 17 Capital Partners, LLC | 0.19% | Add +2.1% | 1,539 | $290K |
| American Institute for Advanced Investment Management, LLP | 0.22% | Reduce -4.9% | 1,539 | $290K |
| KFG Wealth Management, LLC | 0.05% | Add +0.7% | 1,535 | $289K |
| Accurate Wealth Management, LLC | 0.06% | Add +1.3% | 1,675 | $289K |
| Holderness Investments Co. | 0.07% | No change | 1,509 | $284K |
| Manchester Capital Management LLC | 0.03% | No change | 1,507 | $284K |
| Merrion Investment Management Co, LLC | 0.20% | No change | 1,500 | $282K |
| Walleye Capital LLC | 0.00% | Add +74900.0% | 1,500 | $282K |
| Fragasso Financial Advisors Inc | 0.02% | Add +9.1% | 1,487 | $280K |
| CW Advisors, LLC | 0.00% | Reduce -51.6% | 1,468 | $279K |
| Rinkey Investments | 0.09% | Reduce -1.7% | 1,472 | $277K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -63.6% | 1,461 | $275K |
| Jacobi Capital Management LLC | 0.02% | Reduce -8.4% | 1,456 | $274K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +2.0% | 1,454 | $274K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -19.1% | 1,440 | $271K |
| PKS Advisory Services, LLC | 0.07% | Add +6.8% | 1,437 | $270K |
| LM Advisors LLC | 0.05% | Add +0.8% | 1,429 | $269K |
| WFA Asset Management Corp | 0.14% | Reduce -49.9% | 1,188 | $268K |
| Welch & Forbes LLC | 0.00% | No change | 1,414 | $266K |
| Quantinno Capital Management LP | 0.00% | Add +39.5% | 1,408 | $265K |
| Itau Unibanco Holding S.A. | 0.01% | Reduce -30.0% | 1,400 | $263K |
| Whalerock Point Partners, LLC | 0.06% | No change | 1,395 | $262K |
| Hilltop Holdings Inc. | 0.02% | Add +1.8% | 1,393 | $262K |
| Savvy Advisors, Inc. | 0.03% | Reduce -67.9% | 1,367 | $257K |
| Willner & Heller, LLC | 0.24% | Reduce -13.2% | 1,365 | $257K |
| Secure Asset Management, LLC | 0.05% | Reduce -0.6% | 1,356 | $255K |
| Lowery Thomas, LLC | 0.17% | Add +42.4% | 1,351 | $254K |
| Novak & Powell Financial Services, Inc. | 0.16% | No change | 1,350 | $254K |
| Verdence Capital Advisors LLC | 0.02% | Add +2.8% | 1,348 | $254K |
| Allie Family Office LLC | 0.14% | Reduce -47.1% | 1,338 | $252K |
| Shelton Capital Management | 0.01% | New | 1,336 | $251K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -3.5% | 1,341 | $251K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Add +14.2% | 1,326 | $250K |
| Well Done, LLC | 0.04% | Add +7.7% | 1,151 | $248K |
| Citizens Financial Group Inc. | 0.00% | New | 1,315 | $247K |
| Icon Wealth Advisors, LLC | 0.02% | Add +2.5% | 1,313 | $247K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,311 | $247K |
| Madrona Financial Services, LLC | 0.07% | Reduce -14.0% | 1,308 | $246K |
| Financial Counselors Inc. | 0.00% | No change | 1,305 | $246K |
| FNY Investment Advisers, LLC | 0.15% | New | 1,300 | $244K |
| Trust Point Inc. | 0.02% | No change | 1,296 | $244K |
| PTM Wealth Management, LLC | 0.25% | — | 1,563 | $242K |
| Creative Financial Designs Inc. | 0.02% | Reduce -88.6% | 1,278 | $241K |
| Busey Bank | 0.01% | No change | 1,272 | $239K |
| HBW Advisory Services LLC | 0.03% | Reduce -13.6% | 1,268 | $239K |
| Scientech Research LLC | 0.06% | Reduce -12.6% | 1,265 | $238K |
| Gerber, LLC | 0.20% | Add +0.1% | 1,263 | $238K |
| Affinity Wealth Management LLC | 0.04% | Reduce -99.1% | 1,261 | $237K |
| Sound Income Strategies, LLC | 0.01% | New | 1,255 | $236K |
| Spreng Capital Management, Inc. | 0.11% | Reduce -0.7% | 1,246 | $234K |
| North Star Investment Management Corp. | 0.02% | Reduce -0.6% | 1,244 | $234K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,236 | $233K |
| Rosenberg Matthew Hamilton | 0.06% | Add +4.0% | 1,231 | $232K |
| Ascentis Independent Advisors | 0.05% | Reduce -9.4% | 1,230 | $231K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -41.4% | 1,227 | $231K |
| Dakota Wealth Management | 0.01% | Add +5.9% | 1,217 | $229K |
| Cresta Advisors, Ltd. | 0.12% | No change | 1,212 | $228K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.4% | 1,203 | $226K |
| Essex LLC | 0.05% | Reduce -26.2% | 1,196 | $225K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +4.7% | 1,194 | $225K |
| Tyche Wealth Partners LLC | 0.05% | Add +16.1% | 1,190 | $224K |
| Colonial Trust Co / SC | 0.03% | Add +16.2% | 1,185 | $223K |
| Prosperity Wealth Management, Inc. | 0.10% | Reduce -1.3% | 1,176 | $221K |
| MWA Asset Management | 0.15% | Add +3.4% | 1,171 | $220K |
| Grant Private Wealth Management Inc | 0.24% | Reduce -17.4% | 1,171 | $220K |
| Crowley Wealth Management, Inc. | 0.21% | Add +126.5% | 1,155 | $217K |
| Liberty Wealth Management LLC | 0.04% | Reduce -0.5% | 1,152 | $217K |
| Outlook Wealth Advisors, LLC | 0.06% | Add +23.9% | 1,152 | $217K |
| Hazlett, Burt & Watson, Inc. | 0.10% | No change | 1,145 | $216K |
| Advisor Resource Council | 0.02% | New | 1,139 | $214K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 1,137 | $214K |
| Global View Capital Management LLC | 0.08% | Reduce -7.6% | 1,126 | $212K |
| Councilmark Asset Management, LLC | 0.14% | No change | 1,125 | $212K |
| Sculati Wealth Management, LLC | 0.09% | No change | 1,125 | $212K |
| Choate Investment Advisors | 0.01% | Reduce -2.6% | 1,125 | $212K |
| Fort Sheridan Advisors LLC | 0.03% | Reduce -11.9% | 1,121 | $211K |
| Keel Point, LLC | 0.02% | Reduce -88.0% | 1,120 | $211K |
| Becker Capital Management Inc. | 0.01% | No change | 1,110 | $209K |
| Fielder Capital Group LLC | 0.06% | No change | 1,104 | $208K |
| Mgo One Seven LLC | 0.01% | New | 1,101 | $207K |
| Banco Santander, S.A. | 0.00% | New | 1,100 | $207K |
| Riverbend Wealth Management, LLC | 0.18% | New | 1,084 | $204K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -22.8% | 1,083 | $204K |
| Titleist Asset Management, LLC | 0.02% | Reduce -25.3% | 1,081 | $203K |
| Essex Bank | 0.05% | No change | 1,074 | $202K |
| Stratos Investment Management, LLC | 0.01% | New | 1,071 | $202K |
| LRI Investments, LLC | 0.02% | No change | 1,068 | $201K |
| Roman Butler Fullerton & Co. | 0.08% | New | 1,152 | $201K |
| AllSquare Wealth Management LLC | 0.12% | No change | 1,065 | $200K |
| Flagship Wealth Advisors, LLC | 0.08% | Add +14.3% | 1,062 | $200K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 906 | $195K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -5.9% | 1,014 | $191K |
| Sandy Spring Bank | 0.01% | Add +0.1% | 949 | $179K |
| Rice Partnership, LLC | 0.03% | No change | 902 | $170K |
| Angeles Wealth Management, LLC | 0.01% | No change | 807 | $152K |
| Elevate Wealth Advisory, Inc. | 0.11% | Add +0.1% | 801 | $151K |
| Olistico Wealth, LLC | 0.09% | No change | 788 | $148K |
| Basso Capital Management, L.P. | 0.12% | Add +33.6% | 739 | $139K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -4.3% | 698 | $131K |
| CoreCap Advisors, LLC | 0.01% | Add +27.3% | 676 | $127K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.8% | 660 | $124K |
| CENTRAL TRUST Co | 0.00% | Add +2.0% | 658 | $124K |
| Oakworth Capital, Inc. | 0.01% | No change | 600 | $113K |
| Cardiff Park Advisors, LLC | 0.01% | Add +794.0% | 599 | $113K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 599 | $113K |
| Graybill Wealth Management, LTD. | 0.04% | — | 575 | $108K |
| Silicon Valley Capital Partners | 0.01% | Add +0.2% | 554 | $105K |
| Tacita Capital Inc | 0.07% | No change | 540 | $102K |
| Provident Wealth Management, LLC | 0.03% | Add +89.8% | 537 | $101K |
| Centaurus Financial, Inc. | 0.01% | Reduce -74.9% | 536 | $101K |
| Matrix Private Capital Group LLC | 0.06% | No change | 530 | $100K |
| Private Trust Co. NA | 0.01% | Reduce -5.6% | 522 | $98K |
| Archer Investment Corp | 0.03% | No change | 521 | $98K |
| Safe Harbor Fiduciary, LLC | 0.10% | No change | 500 | $94K |
| Eastern Bank | 0.00% | Reduce -28.1% | 498 | $94K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -61.1% | 598 | $93K |
| Clear Investment Research, LLC | 0.12% | No change | 476 | $90K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 471 | $89K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.8% | 469 | $88K |
| Global Wealth Strategies & Associates | 0.03% | No change | 460 | $87K |
| Beacon Capital Management, LLC | 0.01% | Reduce -32.6% | 450 | $85K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 450 | $85K |
| NFSG Corp | 0.02% | Reduce -31.0% | 448 | $84K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $75K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 399 | $75K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 400 | $75K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.0% | 396 | $75K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 395 | $74K |
| Capital Analysts, LLC | 0.00% | Reduce -28.6% | 376 | $70K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -38.5% | 363 | $68K |
| Optimum Investment Advisors | 0.03% | No change | 361 | $68K |
| Goodman Advisory Group, LLC | 0.02% | New | 353 | $66K |
| Salem Investment Counselors Inc. | 0.00% | No change | 348 | $65K |
| Roxbury Financial LLC | 0.06% | Add +26.2% | 313 | $65K |
| Canton Hathaway, LLC | 0.01% | No change | 348 | $65K |
| IAG Wealth Partners, LLC | 0.01% | Add +63.6% | 342 | $64K |
| Mather Group, Llc. | 0.00% | Reduce -8.9% | 338 | $64K |
| Valley National Advisers Inc. | 0.01% | Add +11.7% | 333 | $62K |
| Advanced Asset Management Advisors Inc | 0.02% | No change | 310 | $58K |
| WASHINGTON TRUST Co | 0.00% | No change | 309 | $58K |
| Fortitude Family Office, LLC | 0.02% | No change | 306 | $58K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -16.0% | 300 | $56K |
| Creekmur Asset Management LLC | 0.01% | Reduce -8.1% | 273 | $51K |
| Raffa Wealth Management, LLC | 0.01% | No change | 251 | $47K |
| Lanark Financial, Inc. | 0.00% | — | 254 | $47K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.4% | 249 | $47K |
| FWL Investment Management, LLC | 0.02% | Add +131.4% | 243 | $46K |
| Parkside Financial Bank & Trust | 0.01% | New | 240 | $45K |
| Clearstead Advisors, LLC | 0.00% | Add +227.3% | 216 | $41K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Reduce -24.6% | 214 | $40K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 213 | $40K |
| Hopwood Financial Services, Inc. | 0.03% | Add +50.0% | 210 | $40K |
| EPG Wealth Management LLC | 0.01% | No change | 210 | $40K |
| Ameriflex Group, Inc. | 0.02% | New | 198 | $37K |
| GAMMA Investing LLC | 0.00% | No change | 186 | $35K |
| Robinswood Financial LLC | 0.01% | No change | 180 | $34K |
| Morse Asset Management, Inc | 0.01% | Reduce -1.1% | 177 | $33K |
| Tortoise Investment Management, LLC | 0.00% | No change | 177 | $33K |
| Tradewinds Capital Management, LLC | 0.01% | Add +2600.0% | 162 | $30K |
| Truvestments Capital LLC | 0.01% | No change | 162 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 161 | $30K |
| Opal Wealth Advisors, LLC | 0.01% | New | 157 | $30K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -85.9% | 156 | $29K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -23.4% | 154 | $29K |
| Private Wealth Asset Management, LLC | 0.00% | — | 150 | $28K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $28K |
| Allianz SE | 0.00% | Add +236.8% | 128 | $24K |
| Morling Financial Advisors, LLC | 0.01% | No change | 126 | $24K |
| Compass Financial Services Inc | 0.01% | No change | 116 | $22K |
| SJS Investment Consulting Inc. | 0.00% | Add +5.7% | 112 | $21K |
| Anfield Capital Management, LLC | 0.01% | No change | 111 | $21K |
| Blue Trust, Inc. | 0.00% | No change | 111 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 110 | $21K |
| Copia Wealth Management | 0.02% | No change | 108 | $20K |
| Garde Capital, Inc. | 0.00% | New | 107 | $20K |
| HM Payson & Co. | 0.00% | Add +146.5% | 106 | $20K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 105 | $20K |
| Bokf, NA | 0.00% | No change | 105 | $20K |
| Biltmore Family Office, LLC | 0.00% | Reduce -44.4% | 100 | $19K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -6.7% | 98 | $18K |
| Transce3nd, LLC | 0.01% | Reduce -45.5% | 96 | $18K |
| Highline Wealth Partners LLC | 0.01% | No change | 92 | $17K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 90 | $17K |
| Dogwood Wealth Management LLC | 0.01% | No change | 85 | $16K |
| SYM FINANCIAL Corp | 0.00% | No change | 83 | $16K |
| Rise Advisors, LLC | 0.01% | New | 78 | $15K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -27.8% | 78 | $15K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 75 | $14K |
| Topsail Wealth Management, LLC | 0.00% | No change | 75 | $14K |
| First PREMIER Bank | 0.00% | No change | 75 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 72 | $14K |
| Integrity Financial Corp | 0.01% | No change | 72 | $14K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 67 | $13K |
| Realta Investment Advisors | 0.01% | New | 61 | $12K |
| Aspect Partners, LLC | 0.01% | No change | 61 | $11K |
| Joseph Group Capital Management | 0.00% | New | 60 | $11K |
| Heritage Wealth Advisors | 0.00% | No change | 60 | $11K |
| Gould Capital, LLC | 0.01% | No change | 58 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 57 | $11K |
| Deutsche Bank AG | 0.00% | New | 55 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 47 | $8K |
| Toronto Dominion Bank | 0.00% | Reduce -98.2% | 42 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -89.8% | 42 | $8K |
| Kiker Wealth Management, LLC | 0.01% | No change | 40 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 34 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 39 | $7K |
| CX Institutional | 0.00% | New | 36 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 37 | $7K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 36 | $7K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $6K |
| New Millennium Group LLC | 0.00% | No change | 29 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 28 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 28 | $5K |
| Aventura Private Wealth, LLC | 0.00% | New | 27 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 24 | $5K |
| Field & Main Bank | 0.00% | No change | 24 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 22 | $4K |
| Sawyer & Company, Inc | 0.00% | No change | 21 | $4K |
| Bollard Group LLC | 0.00% | No change | 23 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +16.7% | 21 | $4K |
| WealthShield Partners, LLC | 0.00% | New | 20 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 20 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 18 | $3K |
| Abound Wealth Management | 0.00% | Add +41.7% | 17 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 16 | $3K |
| Noble Wealth Management PBC | 0.00% | No change | 15 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +333.3% | 13 | $2K |
| Winch Advisory Services, LLC | 0.00% | New | 12 | $2K |
| Painted Porch Advisors LLC | 0.00% | Reduce -77.5% | 9 | $2K |
| Hexagon Capital Partners LLC | 0.00% | New | 9 | $2K |
| Crews Bank & Trust | 0.00% | No change | 9 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $1K |
| Bessemer Group Inc. | 0.00% | New | 5 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 5 | $941 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 5 | $941 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 4 | $862 |
| PEAK6 LLC | 0.00% | New | 4 | $668 |
| Washington Growth Strategies LLC | 0.58% | — | 188 | $651 |
| West Branch Capital LLC | 0.00% | No change | 3 | $576 |
| Fifth Third Bancorp | 0.00% | Reduce -99.0% | 3 | $565 |
| Arcadia Investment Management Corp. | 0.00% | New | 2 | $377 |
| West Paces Advisors Inc. | 0.00% | No change | 1 | $188 |
"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.