iShares Semiconductor ETFSOXXETF

13F holders, Q2 2025 (June 30)
749holders +31
100new positions
66sold out
6famous investors
$238.99avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions100$150.5M
Exits66$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.