iShares Semiconductor ETFSOXXETF

13F holders, Q1 2025 (March 31)
718holders −45
60new positions
101sold out
7famous investors
$188.18avg. 13F price*

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

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions60$104.1M
Exits101$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.