iShares Semiconductor ETFSOXXETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 749 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, up 31 from Q1 2025. 100 opened new positions and 66 sold out. The largest holders were Morgan Stanley ($912.4M), Goldman Sachs Group Inc. ($760.6M) and BNP Paribas Financial Markets ($653.8M). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $150.5M |
| Exits | 66 | $76.3M |
All 13F filers, Q1 2025 → Q2 2025: 8,980,403 shares bought and 2,363,349 shares sold, net +6,617,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 749 holders
| Morgan Stanley | 0.06% | Add +110.5% | 3,822,469 | $912.4M |
| Goldman Sachs Group Inc. | 0.12% | Add +28.2% | 3,186,240 | $760.6M |
| BNP Paribas Financial Markets | 0.52% | Add +182.9% | 2,738,823 | $653.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.18% | Add +16.8% | 2,440,000 | $582.4M |
| Bank of America Corp. | 0.05% | Add +7.1% | 2,357,919 | $562.8M |
| UBS Group AG | 0.11% | Add +126.8% | 2,258,781 | $539.2M |
| LPL Financial LLC | 0.08% | Add +20.9% | 1,020,400 | $243.6M |
| Wells Fargo & Company | 0.05% | Add +25.2% | 874,262 | $208.7M |
| Citigroup Inc. | 0.09% | Add +137.2% | 533,880 | $127.4M |
| Citadel Advisors | 0.10% | Add +75.5% | 477,105 | $113.9M |
| Rockefeller Capital Management L.P. | 0.21% | Add +12.7% | 361,353 | $94.2M |
| Royal Bank of Canada | 0.02% | Add +7.5% | 364,688 | $87.1M |
| LMR Partners LLP | 1.80% | Add +17.9% | 330,000 | $78.8M |
| Ameriprise Financial Inc. | 0.02% | Add +6.1% | 301,244 | $71.9M |
| Donaldson Capital Management, LLC | 2.58% | Reduce -7.9% | 294,297 | $70.2M |
| Commonwealth Equity Services, LLC | 0.09% | Add +20.7% | 278,397 | $66.5M |
| Twin Tree Management, LP | 1.60% | Add +19.9% | 266,911 | $63.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -24.5% | 260,945 | $62.3M |
| Susquehanna International Group, LLP | 0.08% | Add +8.7% | 222,015 | $53.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +10.7% | 219,510 | $52.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.47% | Add +4677.9% | 201,722 | $48.2M |
| Millennium Management | 0.04% | Reduce -31.9% | 201,064 | $48.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -2.0% | 182,804 | $43.5M |
| Barclays PLC | 0.02% | Reduce -54.1% | 180,446 | $43.1M |
| GM Advisory Group, LLC | 2.08% | Add +61.1% | 175,953 | $42.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -11.9% | 168,632 | $40.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.9% | 167,631 | $40.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.5% | 165,116 | $39.4M |
| Gerber Kawasaki Wealth & Investment Management | 1.44% | Add +304.6% | 156,338 | $37.3M |
| Analyst IMS Investment Management Services Ltd. | 1.24% | Add +6.5% | 152,158 | $36.3M |
| Cetera Investment Advisers | 0.06% | Reduce -14.7% | 148,931 | $35.5M |
| Edmond DE Rothschild Holding S.A. | 0.55% | Reduce -6.4% | 143,400 | $34.2M |
| Greenwood Gearhart LLC | 1.91% | Add +19.1% | 128,477 | $30.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -20.6% | 120,371 | $28.7M |
| Jones Financial Companies LLLP | 0.02% | Add +30.2% | 117,145 | $28.0M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -0.3% | 108,470 | $25.9M |
| Wellspring Financial Advisors, LLC | 2.29% | New | 107,874 | $25.7M |
| Corient Private Wealth LP | 0.03% | Reduce -50.7% | 107,936 | $25.7M |
| SG Americas Securities, LLC | 0.11% | Add +0.2% | 102,048 | $24.4M |
| First Manhattan Co. Llc. | 0.07% | Reduce -0.6% | 100,795 | $24.1M |
| Mirae Asset Securities (usa) Inc. | 1.05% | No change | 100,000 | $23.9M |
| L & S Advisors Inc | 2.66% | New | 99,199 | $23.7M |
| MML Investors Services, LLC | 0.06% | Reduce -1.0% | 92,112 | $22.0M |
| Truist Financial Corp. | 0.03% | Reduce -9.7% | 85,045 | $20.3M |
| Yarbrough Capital, LLC | 0.70% | No change | 82,383 | $19.7M |
| Stifel Financial Corp. | 0.02% | Add +5.6% | 75,783 | $18.1M |
| Oppenheimer & Co. Inc. | 0.23% | Add +1.1% | 73,021 | $17.4M |
| Parallax Volatility Advisers, L.P. | 0.73% | Add +278.0% | 62,741 | $15.0M |
| Focus Partners Wealth | 0.03% | Add +27.2% | 61,719 | $14.7M |
| Mariner, LLC | 0.02% | Add +8.2% | 60,916 | $14.5M |
| TD Waterhouse Canada Inc. | 0.10% | Add +9.3% | 58,268 | $13.8M |
| Legend Financial Advisors, Inc. | 8.88% | Add +1.6% | 56,025 | $13.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +43.1% | 55,975 | $13.4M |
| FIL Ltd | 0.01% | Reduce -80.1% | 55,842 | $13.3M |
| Bank Hapoalim BM | 1.86% | Add +19.4% | 54,666 | $13.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +32.1% | 53,467 | $12.8M |
| Group One Trading LLC | 0.41% | Reduce -4.2% | 53,027 | $12.7M |
| United Asset Strategies, Inc. | 1.03% | New | 50,744 | $12.1M |
| Financial Partners Group, Inc | 1.63% | Add +13.8% | 49,486 | $11.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.11% | Reduce -0.8% | 49,352 | $11.8M |
| Legacy Edge Advisors, LLC | 1.51% | Add +4.1% | 47,513 | $11.3M |
| Commerce Bank | 0.07% | Reduce -1.5% | 47,116 | $11.2M |
| Avondale Wealth Management | 5.97% | Add +528.7% | 44,796 | $10.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +57.8% | 43,283 | $10.5M |
| Bank of Montreal | 0.01% | Reduce -18.8% | 43,641 | $10.4M |
| Capital Investment Counsel, LLC | 1.55% | Reduce -2.9% | 41,799 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -6.8% | 40,236 | $9.6M |
| Squarepoint Ops LLC | 0.02% | Add +86.8% | 38,634 | $9.2M |
| KCM Investment Advisors LLC | 0.30% | Add +295.3% | 37,330 | $8.9M |
| Harbor Advisory Corp. | 2.82% | Add +107.6% | 37,040 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +268.5% | 36,611 | $8.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.4% | 34,901 | $8.3M |
| Gray Foundation | 2.32% | No change | 34,371 | $8.2M |
| Meridian Wealth Management, LLC | 0.34% | Reduce -0.8% | 33,245 | $7.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +9.9% | 32,980 | $7.9M |
| Lowe Brockenbrough & Co. Inc. | 0.44% | Reduce -0.6% | 32,770 | $7.8M |
| NewEdge Advisors, LLC | 0.04% | Reduce -9.9% | 32,481 | $7.8M |
| Wealthfront Advisers LLC | 0.02% | Reduce -28.6% | 32,306 | $7.7M |
| Toth Financial Advisory Corp. | 0.88% | Add +8.2% | 31,703 | $7.6M |
| Commonwealth Financial Services, LLC | 1.43% | New | 31,064 | $7.4M |
| Traynor Capital Management, Inc. | 0.51% | Reduce -3.5% | 30,478 | $7.2M |
| Blair William & Co. | 0.02% | Add +39.7% | 29,531 | $7.0M |
| MAI Capital Management | 0.05% | Add +1.6% | 29,067 | $6.9M |
| CMH Wealth Management LLC | 1.61% | Reduce -1.4% | 28,913 | $6.9M |
| Independent Financial Group, LLC | 0.19% | Add +26.5% | 28,201 | $6.7M |
| Fulton Bank, N.A. | 0.25% | Reduce -1.1% | 28,050 | $6.7M |
| Advisory Services Network, LLC | 0.11% | Reduce -43.8% | 27,546 | $6.6M |
| Avaii Wealth Management, LLC | 2.94% | Add +13.4% | 27,671 | $6.6M |
| Adams Wealth Management | 1.23% | Add +13.9% | 27,112 | $6.5M |
| CacheTech Inc. | 1.19% | Add +13.9% | 27,112 | $6.5M |
| Kelly Financial Services LLC | 1.87% | Add +5.9% | 26,540 | $6.3M |
| Cottonwood Capital Advisors, LLC | 4.24% | Add +1.0% | 26,454 | $6.3M |
| Spinnaker Trust | 0.38% | Add +3.8% | 26,447 | $6.3M |
| Alexander Labrunerie & Co., Inc. | 2.60% | Add +4.3% | 26,278 | $6.3M |
| First Interstate Bank | 0.36% | Reduce -1.5% | 25,702 | $6.1M |
| Surience Private Wealth LLC | 5.69% | New | 25,382 | $6.1M |
| Lake Hills Wealth Management, LLC | 3.43% | New | 25,105 | $6.0M |
| Portfolio Strategies, Inc. | 0.77% | Reduce -3.1% | 24,735 | $5.9M |
| Equitable Holdings, Inc. | 0.05% | Add +23.8% | 24,450 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -9.1% | 23,934 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -1.2% | 23,660 | $5.6M |
| Elevation Point Wealth Partners, LLC | 0.44% | Add +19.1% | 23,620 | $5.6M |
| Wellington Shields Capital Management, LLC | 0.95% | Reduce -46.5% | 23,605 | $5.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +0.7% | 23,577 | $5.6M |
| Absolute Capital Management, LLC | 2.83% | Reduce -12.3% | 23,550 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Add +6.0% | 23,217 | $5.5M |
| Martin & Co. Inc. | 0.96% | Reduce -1.1% | 21,885 | $5.2M |
| Woodmont Investment Counsel LLC | 0.34% | Add +21.8% | 21,534 | $5.1M |
| KADENSA CAPITAL Ltd | 0.81% | New | 21,327 | $5.1M |
| Walleye Trading LLC | 0.12% | Reduce -18.9% | 21,176 | $5.1M |
| Polymer Capital Management (US) LLC | 0.82% | New | 21,100 | $5.0M |
| Anchor Investment Management, LLC | 0.43% | Add +10.5% | 20,325 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -15.2% | 19,618 | $4.7M |
| Silverleafe Capital Partners, LLC | 1.61% | New | 19,400 | $4.6M |
| Bristlecone Advisors, LLC | 0.39% | Reduce -0.6% | 19,260 | $4.6M |
| Creative Planning | 0.00% | Reduce -3.5% | 19,232 | $4.6M |
| JPL Wealth Management, LLC | 1.20% | Add +5.4% | 18,614 | $4.4M |
| Maxi Investments CY Ltd | 0.74% | New | 18,600 | $4.4M |
| Wall Street Financial Group, Inc. | 3.98% | Reduce -29.9% | 18,498 | $4.4M |
| Integrated Capital Management, LLC | 2.11% | Add +11.2% | 17,855 | $4.4M |
| Park Avenue Securities LLC | 0.04% | Reduce -2.2% | 18,308 | $4.4M |
| Family Legacy, Inc. | 1.41% | Add +2.2% | 18,144 | $4.3M |
| Strategic Blueprint, LLC | 0.21% | Reduce -18.8% | 18,116 | $4.3M |
| Lido Advisors, LLC | 0.02% | Add +1.5% | 18,077 | $4.3M |
| Polymer Capital Management (HK) LTD | 0.66% | Add +64.1% | 17,660 | $4.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +1.8% | 17,592 | $4.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.27% | Add +93.1% | 17,358 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -4.8% | 17,322 | $4.1M |
| Vontobel Holding Ltd. | 0.01% | Reduce -44.7% | 17,314 | $4.1M |
| Comerica Bank | 0.02% | Add +3.5% | 17,038 | $4.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -18.1% | 16,785 | $4.0M |
| Sowell Financial Services LLC | 0.16% | Add +52.7% | 16,419 | $3.9M |
| Wharton Business Group, LLC | 0.16% | Add +1.2% | 16,349 | $3.9M |
| Ewa, LLC | 1.22% | Add +3.6% | 16,270 | $3.9M |
| Cibc World Market Inc. | 0.01% | Reduce -49.5% | 16,078 | $3.8M |
| Jaffetilchin Investment Partners, LLC | 0.25% | Reduce -2.1% | 15,895 | $3.8M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -15.6% | 15,892 | $3.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +7.1% | 15,555 | $3.7M |
| Arete Wealth Advisors, LLC | 0.26% | New | 15,556 | $3.7M |
| PFG Investments, LLC | 0.22% | Reduce -4.0% | 15,456 | $3.7M |
| Kingsview Wealth Management, LLC | 0.06% | Add +40.3% | 15,278 | $3.6M |
| Midwest Financial Group LLC | 1.89% | Add +2.7% | 15,067 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +10.3% | 14,921 | $3.6M |
| Benjamin Edwards Inc. | 0.04% | Add +66.1% | 14,655 | $3.5M |
| US Bancorp \de | 0.00% | Add +5.9% | 14,655 | $3.5M |
| Jump Financial, LLC | 0.04% | Reduce -83.3% | 14,610 | $3.5M |
| HRT Financial LP | 0.02% | New | 14,571 | $3.5M |
| Klingman & Associates, LLC | 0.19% | No change | 14,185 | $3.4M |
| 360 Financial, Inc. | 1.06% | Reduce -3.1% | 14,131 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -68.8% | 14,002 | $3.4M |
| IFP Advisors, Inc | 0.09% | Add +0.7% | 13,769 | $3.3M |
| Transcend Capital Advisors, LLC | 0.25% | Reduce -15.9% | 13,721 | $3.3M |
| First National Corp. /Ma/ | 0.65% | Reduce -19.6% | 13,586 | $3.2M |
| Gallagher Fiduciary Advisors, LLC | 0.12% | Add +674.5% | 13,523 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +486.2% | 13,448 | $3.2M |
| Theory Financial LLC | 1.20% | Add +20.8% | 13,219 | $3.2M |
| Composition Wealth, LLC | 0.05% | Reduce -10.1% | 13,211 | $3.2M |
| One Capital Management, LLC | 0.11% | Reduce -2.3% | 13,122 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +3.0% | 13,022 | $3.1M |
| Two Sigma Securities, LLC | 0.38% | Add +203.8% | 12,950 | $3.1M |
| Moss Adams Wealth Advisors LLC | 0.28% | Reduce -6.5% | 12,923 | $3.1M |
| Money Concepts Capital Corp. | 0.21% | Add +15.9% | 12,856 | $3.1M |
| Banque Cantonale Vaudoise | 0.12% | Add +1.8% | 12,781 | $3.1M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +294.2% | 12,701 | $3.0M |
| &partners | 0.02% | Reduce -0.1% | 12,604 | $3.0M |
| KKM Financial LLC | 1.02% | Reduce -31.4% | 12,247 | $2.9M |
| FMR LLC | 0.00% | Add +1.6% | 12,218 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 12,124 | $2.9M |
| Merit Financial Group, LLC | 0.03% | Add +2.7% | 12,063 | $2.9M |
| Magnus Financial Group LLC | 0.25% | Reduce -0.2% | 11,800 | $2.8M |
| Novare Capital Management LLC | 0.23% | Reduce -64.6% | 11,669 | $2.8M |
| TRUE Private Wealth Advisors | 0.31% | New | 11,662 | $2.8M |
| Provida Pension Fund Administrator | 0.05% | No change | 11,611 | $2.8M |
| Armor Investment Advisors, LLC | 1.04% | Reduce -2.2% | 11,604 | $2.8M |
| Point72 Asset Management | 0.01% | New | 11,500 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +48.6% | 11,290 | $2.7M |
| National Bank of Canada | 0.00% | Reduce -73.2% | 11,265 | $2.7M |
| Bank of Nova Scotia | 0.01% | Add +5.3% | 11,077 | $2.6M |
| Farther Finance Advisors, LLC | 0.05% | Add +4.6% | 11,030 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +3.4% | 10,962 | $2.6M |
| Apollon Wealth Management, LLC | 0.05% | Add +1.1% | 10,944 | $2.6M |
| Wealthspire Advisors, LLC | 0.01% | Add +36.8% | 10,901 | $2.6M |
| Beacon Financial Planning, Inc. | 1.44% | Reduce -2.2% | 10,824 | $2.6M |
| Maxele Advisors, LLC | 2.24% | Add +2.3% | 10,776 | $2.6M |
| 1 North Wealth Services LLC | 1.02% | Reduce -24.0% | 10,765 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -0.0% | 10,551 | $2.5M |
| Matrix Trust Co | 0.40% | Add +7.2% | 10,406 | $2.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.07% | Reduce -23.8% | 10,353 | $2.5M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.88% | Reduce -8.1% | 10,253 | $2.4M |
| Focus Financial Network, Inc. | 0.10% | Add +5.7% | 10,178 | $2.4M |
| Aprio Wealth Management, LLC | 0.27% | Reduce -49.0% | 10,129 | $2.4M |
| Evolution Wealth Advisors, LLC | 0.35% | Reduce -12.1% | 10,124 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -24.6% | 9,996 | $2.4M |
| Spire Wealth Management | 0.09% | Reduce -32.0% | 9,968 | $2.4M |
| StoneX Group Inc. | 0.12% | Reduce -45.3% | 9,960 | $2.4M |
| Condor Capital Management | 0.20% | Add +0.4% | 9,876 | $2.4M |
| Sigma Planning Corp | 0.07% | Reduce -57.8% | 9,839 | $2.3M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -7.2% | 9,644 | $2.3M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -70.7% | 9,593 | $2.3M |
| Summit Financial, LLC | 0.05% | Add +358.5% | 9,513 | $2.3M |
| Concentrum Wealth Management | 0.71% | Reduce -40.4% | 9,508 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.8% | 9,467 | $2.3M |
| Prosperity Consulting Group, LLC | 0.16% | Reduce -26.1% | 9,419 | $2.2M |
| Gallo Partners, LP | 1.46% | New | 9,358 | $2.2M |
| Scotia Capital Inc. | 0.01% | Reduce -3.1% | 9,290 | $2.2M |
| Quantinno Capital Management LP | 0.01% | Add +559.5% | 9,286 | $2.2M |
| Keybank National Association | 0.01% | New | 9,251 | $2.2M |
| Valley Wealth Managers, Inc. | 0.16% | Add +5.9% | 9,109 | $2.2M |
| Forte Asset Management LLC | 1.09% | Reduce -30.1% | 8,930 | $2.1M |
| Mutual Advisors, LLC | 0.05% | Add +0.4% | 8,691 | $2.1M |
| Pennsylvania Capital Management Inc. | 0.67% | Reduce -24.7% | 8,704 | $2.1M |
| Harbour Investments, Inc. | 0.05% | Add +12.2% | 8,685 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -38.5% | 8,565 | $2.0M |
| Corrado Advisors, LLC | 1.24% | Add +12.1% | 8,525 | $2.0M |
| Fisher Asset Management | 0.00% | Reduce -11.3% | 8,515 | $2.0M |
| Quantbot Technologies LP | 0.05% | Add +146.0% | 8,476 | $2.0M |
| Franklin Resources Inc. | 0.00% | Add +4.6% | 8,475 | $2.0M |
| Stephens Inc. | 0.03% | Reduce -70.7% | 8,355 | $2.0M |
| KFG Wealth Management, LLC | 0.32% | Add +442.7% | 8,330 | $2.0M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Reduce -43.5% | 8,198 | $2.0M |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 8,196 | $2.0M |
| Transcendent Capital Group LLC | 1.00% | Reduce -25.6% | 8,142 | $1.9M |
| J. Goldman & Co LP | 0.06% | New | 7,996 | $1.9M |
| Intellectus Partners, LLC | 0.41% | Add +28.2% | 7,986 | $1.9M |
| NewEdge Wealth, LLC | 0.03% | Reduce -4.7% | 7,902 | $1.9M |
| Insight Wealth Partners, LLC | 1.05% | Add +3.9% | 7,966 | $1.9M |
| Tudor Investment Corporation | 0.01% | Reduce -71.4% | 7,796 | $1.9M |
| Mirabaud & Cie SA | 0.57% | No change | 7,500 | $1.8M |
| Oasis Management Co Ltd. | 0.43% | New | 7,500 | $1.8M |
| RFG Advisory, LLC | 0.04% | Reduce -49.4% | 7,365 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.73% | Reduce -7.3% | 7,293 | $1.7M |
| Greenberg Financial Group | 0.65% | Reduce -3.8% | 2,688 | $1.7M |
| Essex Financial Services, Inc. | 0.11% | Reduce -1.5% | 7,142 | $1.7M |
| Y.D. More Investments Ltd | 0.12% | Add +2.2% | 7,125 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +2.9% | 7,068 | $1.7M |
| New York Life Investment Management LLC | 0.02% | New | 6,886 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -12.6% | 6,797 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Reduce -1.7% | 6,796 | $1.6M |
| Gold Investment Management Ltd. | 0.60% | Reduce -43.9% | 6,711 | $1.6M |
| Ibex Wealth Advisors | 0.16% | New | 6,429 | $1.5M |
| Northeast Financial Consultants Inc | 0.06% | Add +270.4% | 6,374 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -9.5% | 6,334 | $1.5M |
| DRW Securities, LLC | 0.11% | New | 6,269 | $1.5M |
| Allworth Financial LP | 0.01% | Add +1.8% | 6,189 | $1.5M |
| First Financial Bank - Trust Division | 0.13% | Reduce -4.7% | 6,154 | $1.5M |
| Global Wealth Strategies & Associates | 0.41% | Add +1209.3% | 6,023 | $1.4M |
| Symmetry Investments LP | 0.12% | New | 5,960 | $1.4M |
| Comprehensive Financial Planning, Inc. | 1.12% | Add +66.1% | 5,956 | $1.4M |
| Sharper & Granite LLC | 0.54% | Add +103.1% | 5,842 | $1.4M |
| City Holding Co. | 0.18% | Add +4.5% | 5,914 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.57% | Add +7.5% | 5,883 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +9.0% | 5,817 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +263.0% | 5,743 | $1.4M |
| Pacific Sun Financial Corp | 0.71% | Add +15.0% | 5,709 | $1.4M |
| Washburn Capital Management, Inc. | 0.80% | Reduce -9.0% | 5,690 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +2.2% | 5,663 | $1.4M |
| National Philanthropic Trust | 0.02% | No change | 5,649 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +19.2% | 5,642 | $1.3M |
| Kovack Advisors, Inc. | 0.13% | Add +9.5% | 5,621 | $1.3M |
| Twin Focus Capital Partners, LLC | 0.19% | Reduce -40.3% | 5,601 | $1.3M |
| Main Management LLC | 0.10% | No change | 5,586 | $1.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -0.2% | 5,523 | $1.3M |
| Florin Court Capital LLP | 1.34% | Add +89.7% | 5,500 | $1.3M |
| Retirement Planning Group, LLC | 0.06% | Reduce -3.2% | 5,497 | $1.3M |
| World Investment Advisors | 0.03% | Reduce -0.5% | 5,330 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.45% | Reduce -4.9% | 5,279 | $1.3M |
| Wealthstream Advisors, Inc. | 0.21% | Add +0.3% | 5,269 | $1.3M |
| Telos Capital Management, Inc. | 0.13% | Add +2.5% | 5,211 | $1.2M |
| Capstone Wealth Management Group LLC | 0.90% | Reduce -13.1% | 5,160 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -8.5% | 5,136 | $1.2M |
| Sunbelt Securities, Inc. | 0.11% | Add +4.5% | 5,643 | $1.2M |
| Prostatis Group LLC | 0.35% | Add +2.0% | 5,087 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.30% | Reduce -6.3% | 5,045 | $1.2M |
| Monetary Management Group Inc. | 0.30% | No change | 5,035 | $1.2M |
| Howard Capital Management, LLC | 0.02% | Add +23.4% | 5,029 | $1.2M |
| Trek Financial, LLC | 0.08% | New | 5,015 | $1.2M |
| Continuum Advisory, LLC | 0.14% | Reduce -4.5% | 5,006 | $1.2M |
| GWN Securities Inc. | 0.22% | Reduce -40.5% | 4,956 | $1.2M |
| LOM Asset Management Ltd | 0.40% | — | 4,903 | $1.2M |
| Cwm, LLC | 0.00% | Add +1.0% | 4,846 | $1.2M |
| Brookstone Capital Management | 0.01% | Reduce -14.9% | 4,785 | $1.1M |
| Credit Industriel Et Commercial | 0.24% | Reduce -81.7% | 4,755 | $1.1M |
| Keystone Financial Group | 0.10% | Reduce -15.4% | 4,749 | $1.1M |
| Apeiron RIA LLC | 0.29% | Reduce -4.0% | 4,740 | $1.1M |
| Cadent Capital Advisors, LLC | 0.37% | Add +44.2% | 4,691 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -21.5% | 4,599 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -0.2% | 4,591 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -17.0% | 4,563 | $1.1M |
| Grandview Asset Management LLC | 0.34% | New | 4,484 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +2.1% | 4,413 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 4,413 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -10.6% | 4,402 | $1.1M |
| NorthStar Asset Management LLC | 0.55% | Reduce -3.7% | 4,373 | $1.0M |
| Lionshead Wealth Management, LLC | 0.96% | No change | 4,360 | $1.0M |
| RoundAngle Advisors LLC | 0.86% | Add +3.4% | 4,329 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -16.0% | 4,286 | $1.0M |
| Quadrature Capital Ltd | 0.02% | Reduce -98.4% | 4,260 | $1.0M |
| Insigneo Advisory Services, LLC | 0.09% | Add +26.2% | 4,244 | $1.0M |
| Pines Wealth Management, LLC | 0.36% | Add +35.8% | 4,155 | $1.0M |
| Independent Wealth Network Inc. | 0.36% | Add +9.0% | 4,174 | $996K |
| Alteri Wealth LLC | 0.38% | Add +0.8% | 4,118 | $983K |
| AE Wealth Management LLC | 0.01% | Reduce -5.5% | 4,073 | $972K |
| McHugh Group, LLC | 0.65% | No change | 4,033 | $963K |
| Capital Market Strategies LLC | 0.67% | Reduce -38.4% | 4,029 | $962K |
| International Assets Investment Management, LLC | 0.08% | Reduce -7.8% | 3,968 | $947K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +15.7% | 3,949 | $943K |
| Strategic Wealth Partners, Ltd. | 0.07% | — | 3,935 | $939K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -21.6% | 3,877 | $939K |
| Montag A & Associates Inc. | 0.05% | Reduce -80.1% | 3,928 | $938K |
| Activest Wealth Management | 0.23% | Add +9.4% | 3,916 | $935K |
| Pacific Center for Financial Services | 0.25% | Reduce -2.4% | 3,884 | $927K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +1.4% | 3,858 | $921K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +0.8% | 3,828 | $914K |
| O'ROURKE & COMPANY, Inc | 0.43% | Reduce -9.9% | 3,823 | $913K |
| Werba Rubin Papier Wealth Management | 0.17% | Add +3.7% | 3,816 | $911K |
| Natixis | 0.00% | Add +50.2% | 3,814 | $910K |
| Midwest Trust Co | 0.01% | — | 3,736 | $892K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +0.1% | 3,734 | $891K |
| WealthCare Investment Partners, LLC | 0.32% | Reduce -24.9% | 3,659 | $890K |
| First Horizon Advisors, Inc. | 0.02% | Add +1.4% | 3,684 | $880K |
| Phoenix Financial Ltd. | 0.01% | Add +0.9% | 3,672 | $876K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +42.1% | 3,597 | $859K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -6.3% | 3,537 | $844K |
| CW Advisors, LLC | 0.01% | Add +140.5% | 3,530 | $843K |
| Advisory Alpha, LLC | 0.03% | Reduce -0.3% | 3,528 | $842K |
| Apexium Financial, LP | 0.04% | Reduce -19.3% | 3,522 | $841K |
| Independence Bank of Kentucky | 0.12% | Add +40.1% | 3,496 | $834K |
| Schnieders Capital Management LLC | 0.15% | Add +102.6% | 3,495 | $834K |
| Northern Trust Corp. | 0.00% | Reduce -14.5% | 3,485 | $832K |
| Amundi | 0.00% | New | 3,430 | $831K |
| Washington Growth Strategies LLC | 0.63% | — | 3,461 | $826K |
| Blue Chip Partners, LLC | 0.07% | Reduce -18.3% | 3,441 | $821K |
| Sargent Investment Group, LLC | 0.11% | No change | 3,450 | $817K |
| Lynx Investment Advisory | 0.53% | Add +0.2% | 3,392 | $810K |
| 10Elms LLP | 0.89% | Add +0.1% | 3,365 | $803K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.3% | 3,329 | $796K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.2% | 3,294 | $786K |
| Albion Financial Group | 0.05% | Reduce -8.8% | 3,278 | $782K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.9% | 3,276 | $782K |
| Synovus Financial Corp. | 0.01% | Reduce -4.4% | 3,261 | $780K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -1.2% | 3,200 | $764K |
| Principle Wealth Partners LLC | 0.05% | Add +11.2% | 3,199 | $764K |
| Partners Capital Investment Group, LLP | 0.03% | New | 3,183 | $760K |
| Equitable Trust Co. | 0.04% | Reduce -19.4% | 3,174 | $758K |
| Sovran Advisors, LLC | 0.08% | Reduce -14.5% | 3,077 | $749K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -19.5% | 3,097 | $740K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -2.3% | 3,095 | $739K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +43.1% | 3,095 | $739K |
| Finley Financial, LLC | 0.37% | No change | 3,085 | $736K |
| Resolute Wealth Strategies, LLC | 0.39% | Reduce -16.9% | 3,069 | $733K |
| Bright Financial Advisors, Inc. | 0.41% | No change | 3,067 | $732K |
| Tudor Financial Inc. | 0.41% | Add +5.8% | 3,046 | $727K |
| Snowden Capital Advisors LLC | 0.02% | Add +5.0% | 3,035 | $725K |
| GSG Advisors LLC | 0.21% | Add +0.2% | 2,987 | $713K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +2.4% | 2,982 | $712K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -26.5% | 2,906 | $694K |
| CTC Alternative Strategies, Ltd. | 0.61% | New | 2,900 | $692K |
| Fortitude Advisory Group L.L.C. | 0.39% | No change | 2,875 | $686K |
| Westside Investment Management, Inc. | 0.13% | Add +1.9% | 2,873 | $686K |
| Trust Co. of Oklahoma | 0.22% | Reduce -21.3% | 2,864 | $684K |
| Afg Fiduciary Services Limited Partnership | 0.44% | Reduce -60.5% | 2,870 | $682K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.8% | 2,856 | $682K |
| Csenge Advisory Group | 0.04% | Reduce -19.4% | 3,323 | $681K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -73.8% | 2,834 | $676K |
| Verus Capital Partners, LLC | 0.06% | Add +1.4% | 2,834 | $676K |
| Summit X, LLC | 0.13% | Reduce -1.5% | 2,829 | $675K |
| Signet Financial Management, LLC | 0.08% | Add +3.6% | 2,818 | $673K |
| Trexquant Investment LP | 0.01% | New | 2,810 | $671K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +1.5% | 2,800 | $668K |
| Banque Pictet & Cie SA | 0.01% | Reduce -3.5% | 2,800 | $668K |
| Manchester Capital Management LLC | 0.09% | Add +85.7% | 2,798 | $668K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -20.8% | 2,778 | $663K |
| McAdam, LLC | 0.04% | Reduce -11.2% | 2,770 | $661K |
| Ironwood Financial, llc | 0.14% | No change | 3,494 | $657K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | New | 2,696 | $644K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +41.4% | 2,673 | $638K |
| SPC Financial, Inc. | 0.05% | Reduce -38.8% | 2,657 | $634K |
| Biondo Investment Advisors, LLC | 0.08% | Add +3.9% | 2,650 | $633K |
| IFG Advisory, LLC | 0.03% | Reduce -14.6% | 2,604 | $622K |
| Apollon Financial, LLC | 0.13% | Add +0.0% | 2,591 | $618K |
| Carnegie Investment Counsel | 0.01% | Reduce -11.4% | 2,573 | $614K |
| StoneCrest Wealth Management, Inc. | 0.29% | Reduce -9.9% | 2,564 | $612K |
| Allstate Corp. | 0.04% | No change | 2,500 | $597K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -5.2% | 2,495 | $596K |
| PSI Advisors, LLC | 0.29% | Reduce -9.7% | 2,459 | $587K |
| Lion Street Advisors, LLC | 0.17% | New | 2,401 | $573K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -23.9% | 2,390 | $570K |
| Obermeyer Wealth Partners | 0.03% | No change | 2,384 | $569K |
| CVFG LLC | 0.45% | Add +9.8% | 2,360 | $563K |
| Selective Wealth Management, Inc. | 0.20% | Add +21.1% | 2,298 | $561K |
| Ignite Planners, LLC | 0.10% | Reduce -43.5% | 2,257 | $557K |
| Conservest Capital Advisors, Inc. | 0.05% | Reduce -45.8% | 2,303 | $550K |
| Lifeworks Advisors, LLC | 0.08% | New | 2,300 | $549K |
| Brown Advisory Inc. | 0.00% | Reduce -7.4% | 2,291 | $547K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.2% | 2,203 | $546K |
| N.E.W. Advisory Services LLC | 0.05% | Reduce -24.2% | 2,288 | $546K |
| Lodestar Private Asset Management LLC | 0.06% | Add +0.0% | 2,280 | $544K |
| Paragon Private Wealth Management, LLC | 0.22% | Reduce -2.7% | 2,272 | $542K |
| XTX Topco Ltd | 0.02% | New | 2,268 | $541K |
| RDA Financial Network | 0.15% | Reduce -5.3% | 2,258 | $539K |
| Arrowroot Family Office, LLC | 0.24% | — | 2,255 | $538K |
| Bay Harbor Wealth Management, LLC | 0.16% | No change | 2,252 | $538K |
| Crestwood Advisors Group, LLC | 0.01% | New | 2,242 | $535K |
| HB Wealth Management, LLC | 0.00% | Reduce -19.6% | 2,187 | $522K |
| Private Wealth Advisors, LLC | 0.20% | Add +0.1% | 2,175 | $519K |
| National Wealth Management Group, LLC | 0.29% | Add +1.2% | 2,172 | $518K |
| Madison Wealth Partners, Inc | 0.11% | Add +1.2% | 2,165 | $517K |
| Balboa Wealth Partners | 0.10% | New | 2,128 | $508K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.17% | Add +23.6% | 2,118 | $506K |
| WFA Asset Management Corp | 0.29% | Add +72.5% | 2,049 | $505K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -7.4% | 2,116 | $505K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +4.5% | 2,099 | $501K |
| Silver Oak Securities, Incorporated | 0.04% | Add +7.1% | 2,093 | $500K |
| Rathbones Group PLC | 0.00% | No change | 2,080 | $496K |
| Global Assets Advisory, LLC | 0.19% | Reduce -66.5% | 2,081 | $494K |
| Choreo, LLC | 0.01% | Add +1.7% | 2,053 | $490K |
| Pathway Financial Advisers, LLC | 0.16% | Add +4.2% | 2,053 | $490K |
| Mainstay Capital Management LLC | 0.02% | New | 2,046 | $488K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.9% | 2,041 | $487K |
| Tsfg, LLC | 0.09% | Reduce -79.7% | 2,041 | $487K |
| Harbor Asset Planning, Inc. | 0.46% | — | 2,035 | $486K |
| CreativeOne Wealth, LLC | 0.01% | Add +12.8% | 2,033 | $485K |
| RB Capital Management, LLC | 0.11% | Add +2.7% | 2,033 | $485K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +9.4% | 2,032 | $485K |
| Accredited Investors Inc. | 0.03% | Add +0.1% | 2,017 | $481K |
| Patten & Patten Inc. | 0.03% | New | 2,015 | $481K |
| Calydon Capital | 0.05% | New | 2,014 | $481K |
| SOA Wealth Advisors, LLC. | 0.09% | Reduce -7.7% | 2,013 | $481K |
| Arkadios Wealth Advisors | 0.01% | Add +0.3% | 2,013 | $481K |
| Bawa N Mallick Trust | 0.20% | No change | 2,000 | $477K |
| Apella Capital, LLC | 0.01% | Reduce -2.5% | 1,981 | $473K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -10.8% | 1,944 | $464K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.7% | 1,938 | $463K |
| CX Institutional | 0.02% | Add +5205.6% | 1,910 | $456K |
| Wealthstar Advisors, LLC | 0.17% | Reduce -7.7% | 1,899 | $453K |
| Carrera Capital Advisors | 0.09% | New | 1,878 | $448K |
| 17 Capital Partners, LLC | 0.26% | Add +21.1% | 1,863 | $445K |
| Bravias Capital Group, LLC | 0.32% | Add +14.3% | 1,849 | $441K |
| Cypress Wealth Services, LLC | 0.08% | Add +6.7% | 1,822 | $435K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -4.3% | 1,819 | $434K |
| AQR Capital Management | 0.00% | Reduce -18.8% | 1,817 | $434K |
| Glenmede Investment Management, LP | 0.00% | — | 1,815 | $433K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -64.5% | 1,815 | $433K |
| Front Row Advisors LLC | 0.15% | Add +0.9% | 1,810 | $432K |
| Pine Harbor Wealth Management, LLC | 0.15% | Add +0.2% | 1,804 | $431K |
| White Lighthouse Investment Management Inc. | 0.07% | Add +0.3% | 1,805 | $431K |
| FourThought Financial Partners, LLC | 0.04% | Add +0.1% | 1,804 | $431K |
| Rehmann Capital Advisory Group | 0.03% | Add +2.4% | 1,801 | $430K |
| Avalon Trust Co | 0.03% | Reduce -37.5% | 1,750 | $418K |
| X-Square Capital, LLC | 0.15% | New | 1,746 | $417K |
| WBH Advisory Inc. | 0.04% | No change | 1,744 | $416K |
| Empower Advisory Group, LLC | 0.00% | Reduce -12.6% | 1,740 | $415K |
| Liberty Square Wealth Partners LLC | 0.14% | No change | 1,731 | $413K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -0.1% | 1,673 | $412K |
| Simplex Trading, LLC | 0.01% | New | 1,718 | $410K |
| Jacobi Capital Management LLC | 0.03% | Add +17.4% | 1,709 | $408K |
| Johnson Investment Counsel Inc. | 0.00% | Add +57.6% | 1,707 | $407K |
| Chicago Wealth Management, Inc. | 0.19% | Reduce -46.4% | 1,703 | $406K |
| Wealthgarden F.S. LLC | 0.34% | Add +0.8% | 1,686 | $405K |
| Rwa Wealth Partners, LLC | 0.01% | New | 1,675 | $400K |
| Savvy Advisors, Inc. | 0.03% | Add +20.8% | 1,651 | $394K |
| Brighton Jones LLC | 0.01% | Add +0.2% | 1,648 | $393K |
| XML Financial, LLC | 0.03% | Add +0.2% | 1,630 | $389K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,629 | $389K |
| Arax Advisory Partners | 0.02% | Add +4.7% | 1,623 | $388K |
| PTM Wealth Management, LLC | 0.25% | Add +0.3% | 1,567 | $381K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -1.7% | 1,589 | $379K |
| Diversified Trust Co. | 0.01% | Add +1.7% | 1,587 | $379K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -6.2% | 1,582 | $378K |
| Colonial River Investments, LLC | 0.16% | Reduce -3.2% | 1,523 | $375K |
| Mullooly Asset Management, Inc. | 0.16% | Add +0.1% | 1,570 | $375K |
| Delta Investment Management, LLC | 0.07% | Reduce -19.9% | 1,566 | $374K |
| Buttonwood Financial Advisors Inc. | 0.15% | Reduce -0.1% | 1,541 | $368K |
| TruNorth Capital Management, LLC | 0.08% | No change | 1,541 | $368K |
| Rinkey Investments | 0.11% | Add +4.3% | 1,535 | $366K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -3.2% | 1,523 | $363K |
| Hilltop Holdings Inc. | 0.02% | Add +9.1% | 1,519 | $363K |
| Welch & Forbes LLC | 0.00% | Add +6.7% | 1,509 | $360K |
| Holderness Investments Co. | 0.08% | No change | 1,509 | $360K |
| Merrion Investment Management Co, LLC | 0.23% | No change | 1,500 | $358K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.5% | 1,494 | $357K |
| Wedbush Securities Inc. | 0.01% | Reduce -66.4% | 1,493 | $356K |
| Continental Investors Services, Inc. | 0.64% | Reduce -11.7% | 1,482 | $354K |
| Strategic Investment Solutions, Inc. | 0.11% | Add +2478.9% | 1,470 | $351K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 1,454 | $347K |
| Greenland Capital Management LP | 0.05% | New | 1,440 | $344K |
| LM Advisors LLC | 0.04% | No change | 1,429 | $341K |
| Dakota Wealth Management | 0.01% | Add +17.0% | 1,424 | $340K |
| Whalerock Point Partners, LLC | 0.07% | No change | 1,395 | $333K |
| Flagstar Securities, Inc. | 0.09% | Reduce -52.2% | 1,387 | $331K |
| Calton & Associates, Inc. | 0.06% | New | 1,385 | $331K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -42.0% | 1,384 | $330K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -13.2% | 1,361 | $325K |
| Lowery Thomas, LLC | 0.21% | Add +0.2% | 1,354 | $323K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.4% | 1,353 | $323K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Add +1.7% | 1,349 | $322K |
| Consolidated Portfolio Review Corp | 0.04% | New | 1,348 | $322K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -41.9% | 1,345 | $321K |
| Allie Family Office LLC | 0.16% | No change | 1,338 | $319K |
| Shelton Capital Management | 0.01% | No change | 1,336 | $319K |
| Mgo One Seven LLC | 0.01% | Add +20.5% | 1,327 | $317K |
| MWA Asset Management | 0.19% | Add +13.1% | 1,324 | $316K |
| Trust Point Inc. | 0.03% | No change | 1,296 | $309K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +7.8% | 1,287 | $307K |
| Busey Bank | 0.01% | No change | 1,272 | $304K |
| Regal Investment Advisors LLC | 0.02% | New | 1,270 | $303K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.7% | 1,269 | $303K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,268 | $303K |
| Gerber, LLC | 0.21% | Add +0.1% | 1,264 | $302K |
| Neuberger Berman Group LLC | 0.00% | Reduce -29.0% | 1,255 | $299K |
| Summa Corp. | 0.15% | New | 1,250 | $298K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -7.8% | 1,236 | $294K |
| Soltis Investment Advisors LLC | 0.02% | New | 1,230 | $294K |
| Ascentis Independent Advisors | 0.05% | No change | 1,230 | $294K |
| Golden State Wealth Management, LLC | 0.04% | Add +0.1% | 1,228 | $293K |
| North Star Investment Management Corp. | 0.02% | Reduce -1.4% | 1,227 | $293K |
| Madrona Financial Services, LLC | 0.07% | Reduce -7.6% | 1,209 | $289K |
| Colonial Trust Co / SC | 0.04% | Add +1.9% | 1,207 | $288K |
| Smartleaf Asset Management LLC | 0.03% | New | 1,200 | $287K |
| Foundations Investment Advisors, LLC | 0.00% | New | 1,200 | $286K |
| Jefferies Financial Group Inc. | 0.00% | New | 1,196 | $285K |
| Main Street Financial Solutions, LLC | 0.02% | New | 1,196 | $285K |
| Titleist Asset Management, LLC | 0.03% | Add +10.4% | 1,194 | $285K |
| Tyche Wealth Partners LLC | 0.06% | Add +0.1% | 1,191 | $284K |
| Affinity Wealth Management LLC | 0.05% | Reduce -5.9% | 1,187 | $283K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -4.5% | 1,180 | $282K |
| Crowley Wealth Management, Inc. | 0.25% | Add +0.9% | 1,165 | $278K |
| Liberty Wealth Management LLC | 0.04% | Add +1.0% | 1,164 | $278K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -5.5% | 1,163 | $278K |
| Choate Investment Advisors | 0.01% | Add +2.5% | 1,153 | $275K |
| Outlook Wealth Advisors, LLC | 0.07% | No change | 1,152 | $275K |
| Well Done, LLC | 0.05% | No change | 1,151 | $275K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +0.4% | 1,150 | $274K |
| American Institute for Advanced Investment Management, LLP | 0.19% | Reduce -25.7% | 1,143 | $273K |
| Winthrop Advisory Group LLC | 0.03% | New | 1,142 | $273K |
| Dale Q Rice Investment Management Ltd | 0.22% | Reduce -48.2% | 1,103 | $271K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -21.7% | 1,128 | $269K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -80.8% | 1,126 | $269K |
| Councilmark Asset Management, LLC | 0.17% | No change | 1,125 | $269K |
| Becker Capital Management Inc. | 0.01% | No change | 1,110 | $265K |
| Riverbend Wealth Management, LLC | 0.20% | Add +1.9% | 1,105 | $264K |
| Fielder Capital Group LLC | 0.07% | No change | 1,104 | $264K |
| Banco Santander, S.A. | 0.00% | No change | 1,100 | $263K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 1,088 | $260K |
| Keel Point, LLC | 0.02% | Reduce -3.2% | 1,084 | $259K |
| Waldron Private Wealth LLC | 0.01% | New | 1,083 | $258K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -18.1% | 1,075 | $256K |
| Essex Bank | 0.06% | No change | 1,074 | $256K |
| Park Square Financial Group, LLC | 0.18% | Reduce -33.0% | 1,068 | $255K |
| LRI Investments, LLC | 0.02% | No change | 1,068 | $255K |
| AllSquare Wealth Management LLC | 0.14% | No change | 1,065 | $254K |
| Fort Sheridan Advisors LLC | 0.04% | Reduce -5.2% | 1,063 | $254K |
| Sweeney & Michel, LLC | 0.09% | New | 1,028 | $253K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,058 | $253K |
| Cresset Asset Management, LLC | 0.00% | Reduce -54.2% | 1,055 | $252K |
| Global View Capital Management LLC | 0.08% | Reduce -6.4% | 1,054 | $252K |
| Novak & Powell Financial Services, Inc. | 0.17% | Reduce -22.2% | 1,050 | $251K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 1,050 | $251K |
| IPG Investment Advisors LLC | 0.05% | New | 1,042 | $249K |
| PKS Advisory Services, LLC | 0.06% | Reduce -27.6% | 1,041 | $249K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -47.3% | 1,040 | $248K |
| Glenview Trust Co | 0.00% | New | 1,030 | $246K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -29.7% | 1,027 | $245K |
| Moors & Cabot, Inc. | 0.01% | Reduce -16.0% | 1,011 | $241K |
| ABLE Financial Group, LLC | 0.06% | New | 1,010 | $241K |
| Cascade Financial Partners, LLC | 0.03% | New | 1,000 | $239K |
| Flagship Wealth Advisors, LLC | 0.09% | Reduce -6.2% | 996 | $238K |
| Southern Capital Advisors, LLC | 0.12% | New | 995 | $237K |
| Wealth Management Partners, LLC | 0.08% | Reduce -65.3% | 964 | $230K |
| Modera Wealth Management, LLC | 0.00% | New | 963 | $230K |
| Atlantic Union Bankshares Corp | 0.01% | New | 949 | $227K |
| Yarger Wealth Strategies, LLC | 0.12% | New | 944 | $225K |
| Cresta Advisors, Ltd. | 0.11% | Reduce -22.5% | 939 | $224K |
| Chicago Capital, LLC | 0.01% | New | 939 | $224K |
| Certified Advisory Corp | 0.02% | New | 937 | $224K |
| Willner & Heller, LLC | 0.19% | Reduce -31.6% | 934 | $223K |
| DAVENPORT & Co LLC | 0.00% | New | 926 | $221K |
| JT Stratford LLC | 0.03% | New | 917 | $219K |
| Spreng Capital Management, Inc. | 0.09% | Reduce -26.5% | 916 | $219K |
| HBW Advisory Services LLC | 0.03% | Reduce -28.1% | 911 | $217K |
| Rice Partnership, LLC | 0.04% | No change | 902 | $215K |
| Philadelphia Trust Co. | 0.02% | New | 899 | $215K |
| Leo Wealth, LLC | 0.02% | New | 917 | $211K |
| Acorn Wealth Advisors, LLC | 0.08% | New | 882 | $211K |
| First Financial Group Corp | 0.20% | New | 873 | $208K |
| Cary Street Partners Financial LLC | 0.01% | New | 868 | $207K |
| Citizens Financial Group Inc. | 0.00% | Reduce -34.2% | 865 | $206K |
| Valmark Advisers, Inc. | 0.00% | New | 864 | $206K |
| MinichMacGregor Wealth Management, LLC | 0.04% | New | 516 | $206K |
| Sculati Wealth Management, LLC | 0.08% | Reduce -23.3% | 863 | $206K |
| Roman Butler Fullerton & Co. | 0.06% | Reduce -26.1% | 851 | $205K |
| HF Advisory Group, LLC | 0.08% | New | 856 | $204K |
| BCS Wealth Management | 0.04% | New | 855 | $204K |
| Integrated Advisors Network LLC | 0.01% | New | 854 | $204K |
| Jane Street Group, LLC | 0.00% | Reduce -90.7% | 850 | $203K |
| Ariadne Wealth Management, LP | 0.10% | New | 795 | $202K |
| Davis Investment Partners, LLC | 0.07% | New | 845 | $201K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 840 | $200K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -17.5% | 837 | $200K |
| Ameritas Advisory Services, LLC | 0.01% | New | 814 | $194K |
| Elevate Wealth Advisory, Inc. | 0.14% | Add +0.3% | 803 | $192K |
| Olistico Wealth, LLC | 0.10% | Add +0.1% | 789 | $188K |
| Teachers Insurance & Annuity Association of America | 0.22% | New | 750 | $179K |
| Signaturefd, LLC | 0.00% | Add +25.0% | 749 | $179K |
| Basso Capital Management, L.P. | 0.13% | No change | 739 | $176K |
| Private Trust Co. NA | 0.02% | Add +36.4% | 712 | $170K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.1% | 699 | $167K |
| Larson Financial Group LLC | 0.01% | Add +3666.7% | 678 | $162K |
| AlphaCore Capital LLC | 0.01% | New | 674 | $161K |
| J.Safra Asset Management Corp | 0.01% | New | 665 | $159K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 660 | $158K |
| Optiver Holding B.V. | 0.00% | New | 659 | $157K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -18.6% | 657 | $157K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.3% | 636 | $152K |
| Oakworth Capital, Inc. | 0.01% | No change | 600 | $143K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.2% | 600 | $143K |
| Silicon Valley Capital Partners | 0.01% | Reduce -0.9% | 549 | $131K |
| Tacita Capital Inc | 0.08% | No change | 540 | $129K |
| Eastern Bank | 0.00% | Add +8.0% | 538 | $128K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | — | 677 | $127K |
| Matrix Private Capital Group LLC | 0.07% | No change | 530 | $127K |
| Archer Investment Corp | 0.03% | No change | 521 | $124K |
| Parallel Advisors, LLC | 0.00% | Add +29.6% | 513 | $122K |
| Ancora Advisors LLC | 0.00% | New | 501 | $120K |
| Safe Harbor Fiduciary, LLC | 0.11% | No change | 500 | $119K |
| CENTRAL TRUST Co | 0.00% | Reduce -24.6% | 496 | $118K |
| Provident Wealth Management, LLC | 0.04% | Reduce -7.6% | 496 | $118K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.5% | 490 | $117K |
| Clear Investment Research, LLC | 0.14% | No change | 476 | $114K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -0.2% | 470 | $112K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 450 | $107K |
| Trust Co. of Toledo NA | 0.01% | New | 450 | $107K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -50.9% | 445 | $106K |
| Morling Financial Advisors, LLC | 0.03% | Add +227.8% | 413 | $99K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.3% | 400 | $96K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $95K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 400 | $95K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 395 | $94K |
| Capital Analysts, LLC | 0.00% | No change | 376 | $90K |
| WFA of San Diego, LLC | 0.06% | — | 366 | $87K |
| Optimum Investment Advisors | 0.04% | No change | 361 | $86K |
| Salem Investment Counselors Inc. | 0.00% | No change | 348 | $83K |
| Canton Hathaway, LLC | 0.02% | No change | 348 | $83K |
| IAG Wealth Partners, LLC | 0.01% | No change | 342 | $82K |
| NFSG Corp | 0.01% | Reduce -24.6% | 338 | $81K |
| Valley National Advisers Inc. | 0.01% | No change | 333 | $79K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -90.5% | 332 | $79K |
| Roxbury Financial LLC | 0.08% | Add +4.5% | 327 | $78K |
| Advanced Asset Management Advisors Inc | 0.02% | Add +0.3% | 311 | $74K |
| Fortitude Family Office, LLC | 0.02% | No change | 306 | $73K |
| Lanark Financial, Inc. | 0.01% | Add +21.6% | 309 | $73K |
| Clearstead Advisors, LLC | 0.00% | Add +39.8% | 302 | $72K |
| Creekmur Asset Management LLC | 0.01% | No change | 273 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -27.6% | 263 | $63K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 261 | $62K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.4% | 252 | $60K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 247 | $59K |
| Parkside Financial Bank & Trust | 0.01% | No change | 240 | $57K |
| Aptus Capital Advisors, LLC | 0.00% | Add +430.9% | 223 | $53K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 214 | $51K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 213 | $51K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 210 | $50K |
| EPG Wealth Management LLC | 0.02% | No change | 210 | $50K |
| Ameriflex Group, Inc. | 0.02% | No change | 198 | $47K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -22.9% | 192 | $46K |
| GAMMA Investing LLC | 0.00% | No change | 186 | $44K |
| Tortoise Investment Management, LLC | 0.00% | No change | 177 | $42K |
| Beacon Capital Management, LLC | 0.01% | Reduce -61.3% | 174 | $42K |
| Morse Asset Management, Inc | 0.01% | Reduce -5.7% | 167 | $40K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 162 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 161 | $38K |
| Crews Bank & Trust | 0.01% | Add +1666.7% | 159 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 156 | $37K |
| CoreCap Advisors, LLC | 0.00% | Reduce -77.5% | 152 | $36K |
| Truvestments Capital LLC | 0.01% | Reduce -7.4% | 150 | $36K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 150 | $36K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $36K |
| Johnson Financial Group, Inc. | 0.00% | New | 135 | $32K |
| GFG Capital, LLC | 0.01% | New | 135 | $32K |
| Hollencrest Capital Management | 0.00% | Add +20.9% | 133 | $32K |
| Allianz SE | 0.00% | No change | 128 | $31K |
| Compass Financial Services Inc | 0.01% | No change | 116 | $28K |
| SJS Investment Consulting Inc. | 0.00% | No change | 112 | $27K |
| Anfield Capital Management, LLC | 0.01% | No change | 111 | $26K |
| Blue Trust, Inc. | 0.00% | No change | 111 | $26K |
| Copia Wealth Management | 0.02% | No change | 108 | $26K |
| Garde Capital, Inc. | 0.00% | No change | 107 | $26K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -31.9% | 107 | $26K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 105 | $25K |
| Bokf, NA | 0.00% | No change | 105 | $25K |
| Bogart Wealth, LLC | 0.00% | New | 100 | $24K |
| Transce3nd, LLC | 0.01% | No change | 96 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 95 | $23K |
| HM Payson & Co. | 0.00% | Reduce -14.2% | 91 | $22K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 90 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +12.8% | 88 | $21K |
| SYM FINANCIAL Corp | 0.00% | No change | 83 | $20K |
| Rise Advisors, LLC | 0.01% | No change | 78 | $19K |
| First PREMIER Bank | 0.00% | No change | 75 | $18K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 75 | $18K |
| Topsail Wealth Management, LLC | 0.00% | No change | 75 | $18K |
| American Capital Advisory, LLC | 0.01% | No change | 72 | $17K |
| Integrity Financial Corp | 0.01% | No change | 72 | $17K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 67 | $16K |
| Toronto Dominion Bank | 0.00% | Add +50.0% | 63 | $15K |
| Joseph Group Capital Management | 0.00% | No change | 60 | $14K |
| Gould Capital, LLC | 0.01% | Add +1.7% | 59 | $14K |
| Sawyer & Company, Inc | 0.00% | No change | 21 | $13K |
| Evolution Wealth Management Inc. | 0.01% | — | 50 | $12K |
| Biltmore Family Office, LLC | 0.00% | Reduce -50.0% | 50 | $12K |
| Coston, McIsaac & Partners | 0.00% | No change | 47 | $11K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 42 | $10K |
| Highline Wealth Partners LLC | 0.00% | Reduce -54.4% | 42 | $10K |
| Kiker Wealth Management, LLC | 0.01% | No change | 40 | $10K |
| CVA Family Office, LLC | 0.00% | No change | 39 | $9K |
| Nemes Rush Group LLC | 0.00% | No change | 37 | $9K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 36 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 33 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $7K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $7K |
| New Millennium Group LLC | 0.00% | No change | 29 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $7K |
| St Germain D J Co. Inc. | 0.00% | New | 29 | $7K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 28 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 24 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 21 | $5K |
| Bollard Group LLC | 0.00% | No change | 23 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 20 | $5K |
| Deutsche Bank AG | 0.00% | Reduce -63.6% | 20 | $5K |
| SouthState Bank Corp | 0.00% | New | 19 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 16 | $4K |
| Realta Investment Advisors | 0.00% | Reduce -75.4% | 15 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 13 | $3K |
| Goodman Advisory Group, LLC | 0.00% | Reduce -96.3% | 13 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 13 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $3K |
| Abound Wealth Management | 0.00% | Reduce -29.4% | 12 | $3K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -55.6% | 12 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -91.8% | 8 | $2K |
| FWL Investment Management, LLC | 0.00% | Reduce -97.1% | 7 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 5 | $1K |
| Aspect Partners, LLC | 0.00% | Reduce -93.4% | 4 | $955 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 4 | $862 |
| West Branch Capital LLC | 0.00% | No change | 3 | $649 |
| PEAK6 LLC | 0.00% | Reduce -25.0% | 3 | $636 |
| Arcadia Investment Management Corp. | 0.00% | No change | 2 | $478 |
| West Paces Advisors Inc. | 0.00% | No change | 1 | $239 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $239 |
"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.