iShares Semiconductor ETFSOXXETF
13F holders, Q4 2025 (December 31)880holders +95
104new positions
51sold out
4famous investors
$302.41avg. 13F price*
At the end of Q4 2025, 880 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, up 95 from Q3 2025. 104 opened new positions and 51 sold out. The largest holders were Goldman Sachs Group Inc. ($874.7M), Bank of America Corp. ($776.1M) and Morgan Stanley ($713.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Semiconductor ETF
- CUSIP
- 464287523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $357.6M |
| Exits | 51 | $82.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,884,255 shares bought and 3,113,342 shares sold, net +1,770,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 880 holders
| Goldman Sachs Group Inc. | 0.12% | Add +48.0% | 2,904,638 | $874.7M |
| Bank of America Corp. | 0.06% | Add +11.1% | 2,577,153 | $776.1M |
| Morgan Stanley | 0.04% | Add +30.0% | 2,368,608 | $713.3M |
| UBS Group AG | 0.09% | Add +13.3% | 1,439,483 | $433.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.61% | Reduce -25.6% | 1,180,000 | $355.4M |
| BNP Paribas Financial Markets | 0.23% | Add +3.7% | 1,169,180 | $352.1M |
| LPL Financial LLC | 0.09% | Add +1.9% | 1,041,783 | $313.7M |
| Wells Fargo & Company | 0.06% | Add +14.4% | 963,663 | $290.2M |
| Bank of Nova Scotia | 0.20% | Add +5159.3% | 451,617 | $136.0M |
| Foundations Investment Advisors, LLC | 1.60% | Add +22.8% | 406,107 | $122.3M |
| Rockefeller Capital Management L.P. | 0.22% | Reduce -0.6% | 397,656 | $119.8M |
| Citigroup Inc. | 0.07% | Add +38.8% | 343,269 | $103.4M |
| Royal Bank of Canada | 0.02% | Reduce -3.1% | 342,815 | $103.2M |
| Raymond James Financial Inc. | 0.03% | Add +18.8% | 301,700 | $90.9M |
| Donaldson Capital Management, LLC | 2.86% | Reduce -0.6% | 298,148 | $89.8M |
| LMR Partners LLP | 1.07% | Reduce -15.0% | 280,432 | $84.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.9% | 252,252 | $76.0M |
| Susquehanna International Group, LLP | 0.10% | Add +739.4% | 250,753 | $75.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.2% | 248,185 | $74.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -14.1% | 240,689 | $72.5M |
| Osaic Holdings, Inc. | 0.10% | Add +23.1% | 226,384 | $68.2M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -19.0% | 219,836 | $66.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.0% | 217,577 | $65.5M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -1.5% | 210,355 | $63.3M |
| Alkeon Capital Management LLC | 0.25% | New | 192,600 | $58.0M |
| Edmond DE Rothschild Holding S.A. | 0.77% | Add +26.2% | 179,837 | $54.2M |
| Gemsstock Ltd. | 6.83% | New | 10,634 | $54.2M |
| Barclays PLC | 0.02% | Reduce -45.0% | 179,208 | $54.0M |
| Cetera Investment Advisers | 0.06% | Add +0.3% | 169,154 | $50.9M |
| Elo Mutual Pension Insurance Co | 0.72% | New | 156,760 | $47.2M |
| Analyst IMS Investment Management Services Ltd. | 1.37% | Reduce -1.7% | 156,431 | $47.1M |
| Simplex Trading, LLC | 1.32% | New | 156,093 | $47.0M |
| Jones Financial Companies LLLP | 0.03% | Add +16.1% | 155,263 | $46.8M |
| MML Investors Services, LLC | 0.11% | Add +82.0% | 151,013 | $45.5M |
| Wellspring Financial Advisors, LLC | 3.57% | Add +3.4% | 150,012 | $45.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.53% | Add +2.6% | 145,143 | $43.7M |
| GM Advisory Group, LLC | 1.71% | Reduce -1.7% | 145,014 | $43.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.0% | 143,228 | $43.1M |
| Corient Private Wealth LP | 0.05% | Add +485.9% | 127,123 | $38.3M |
| Citadel Advisors | 0.03% | New | 125,205 | $37.7M |
| National Bank of Canada | 0.04% | Add +234.1% | 117,802 | $35.5M |
| Greenwood Gearhart LLC | 1.95% | Reduce -8.2% | 117,606 | $35.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.4% | 115,601 | $34.8M |
| Stifel Financial Corp. | 0.03% | Add +38.1% | 108,680 | $32.7M |
| First Manhattan Co. Llc. | 0.08% | Add +0.2% | 101,086 | $30.4M |
| Truist Financial Corp. | 0.03% | Add +3.5% | 86,469 | $26.0M |
| Yarbrough Capital, LLC | 0.77% | No change | 82,383 | $24.8M |
| Focus Partners Wealth | 0.03% | Add +10.1% | 78,812 | $23.7M |
| Anfield Capital Management, LLC | 7.37% | Reduce -6.3% | 77,542 | $23.4M |
| Advisory Services Network, LLC | 0.32% | Add +150.3% | 74,566 | $22.5M |
| Oppenheimer & Co. Inc. | 0.30% | Add +3.4% | 71,067 | $21.4M |
| TD Waterhouse Canada Inc. | 0.13% | Add +20.0% | 68,786 | $20.7M |
| Mariner, LLC | 0.02% | Add +5.1% | 68,378 | $20.6M |
| TRUE Private Wealth Advisors | 1.94% | Add +305.5% | 64,459 | $19.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.13% | Add +103.0% | 59,718 | $18.1M |
| United Asset Strategies, Inc. | 1.37% | Reduce -0.6% | 58,811 | $17.7M |
| Two Sigma Investments, LP | 0.03% | New | 58,209 | $17.5M |
| FIL Ltd | 0.01% | Add +9.2% | 56,170 | $16.9M |
| Bank Hapoalim BM | 1.51% | Reduce -3.5% | 55,896 | $16.8M |
| Financial Partners Group, Inc | 1.94% | Reduce -2.0% | 48,471 | $16.8M |
| Kestra Advisory Services, LLC | 0.07% | Add +4.4% | 55,218 | $16.6M |
| Commerce Bank | 0.09% | Add +8.3% | 54,985 | $16.6M |
| Redstone Wealth Management, LLC | 12.94% | — | 54,372 | $16.4M |
| Maxi Investments CY Ltd | 2.87% | New | 52,400 | $15.8M |
| Legacy Edge Advisors, LLC | 1.68% | Add +0.4% | 50,860 | $15.3M |
| Legend Financial Advisors, Inc. | 8.85% | Reduce -6.7% | 48,559 | $14.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.2% | 44,260 | $14.5M |
| Weiss Asset Management LP | 0.25% | New | 46,567 | $14.0M |
| Chicago Wealth Management, Inc. | 5.57% | Add +1.4% | 46,034 | $13.9M |
| Galvin, Gaustad & Stein, LLC | 1.02% | New | 42,618 | $12.8M |
| Sava Penzisko Drushtvo A.D. Skopje | 4.08% | Reduce -7.4% | 41,940 | $12.6M |
| Alaska Permanent Capital Management, LLC | 0.94% | Reduce -33.9% | 41,267 | $12.4M |
| Capital Investment Counsel, LLC | 1.72% | Reduce -0.7% | 41,016 | $12.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.8% | 40,911 | $12.3M |
| Wealthfront Advisers LLC | 0.03% | Add +14.7% | 40,158 | $12.1M |
| Bank of Montreal | 0.01% | Reduce -3.3% | 40,131 | $12.1M |
| Toth Financial Advisory Corp. | 1.30% | Reduce -1.5% | 39,604 | $11.9M |
| Cadent Capital Advisors, LLC | 3.13% | Add +86.7% | 39,357 | $11.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +5.8% | 37,824 | $11.4M |
| Private Advisor Group, LLC | 0.05% | Add +5.2% | 37,210 | $11.2M |
| KCM Investment Advisors LLC | 0.35% | Reduce -6.1% | 36,067 | $10.9M |
| Avondale Wealth Management | 5.56% | Reduce -17.0% | 35,923 | $10.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -2.1% | 35,615 | $10.7M |
| Kingsview Wealth Management, LLC | 0.15% | Add +223.2% | 35,196 | $10.6M |
| Gray Foundation | 2.60% | No change | 34,371 | $10.4M |
| Harbor Advisory Corp. | 3.13% | Reduce -6.8% | 34,345 | $10.3M |
| Lowe Brockenbrough & Co. Inc. | 0.50% | Add +1.8% | 33,584 | $10.1M |
| Geremia Financial Services, LLC | 8.21% | — | 33,043 | $10.0M |
| Equitable Holdings, Inc. | 0.07% | Add +8.8% | 32,119 | $9.7M |
| Mackenzie Financial Corp. | 0.01% | Reduce -20.1% | 31,591 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -10.4% | 31,617 | $9.5M |
| Squarepoint Ops LLC | 0.02% | Reduce -59.9% | 30,881 | $9.3M |
| Meridian Wealth Management, LLC | 0.32% | Reduce -6.7% | 30,096 | $9.1M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +743900.0% | 29,760 | $9.0M |
| Traynor Capital Management, Inc. | 0.49% | Reduce -0.4% | 29,749 | $9.0M |
| New York Life Investment Management LLC | 0.08% | Add +115.0% | 29,557 | $8.9M |
| Blair William & Co. | 0.02% | Reduce -0.2% | 28,284 | $8.5M |
| Arete Wealth Advisors, LLC | 0.59% | Add +49.1% | 28,252 | $8.5M |
| SG Americas Securities, LLC | 0.01% | Reduce -75.3% | 28,198 | $8.5M |
| Fulton Bank, N.A. | 0.29% | Reduce -0.1% | 28,084 | $8.5M |
| Absolute Capital Management, LLC | 3.06% | Add +18.3% | 27,850 | $8.4M |
| MAI Capital Management | 0.05% | Reduce -3.3% | 27,757 | $8.4M |
| Perbak Capital Partners LLP | 2.55% | Reduce -24.4% | 27,706 | $8.3M |
| Spinnaker Trust | 0.44% | Add +1.5% | 27,586 | $8.3M |
| Avaii Wealth Management, LLC | 2.98% | Reduce -4.1% | 27,312 | $8.2M |
| CMH Wealth Management LLC | 1.75% | Reduce -4.1% | 27,199 | $8.2M |
| Twin Tree Management, LP | 0.82% | Reduce -71.3% | 26,448 | $8.0M |
| Cottonwood Capital Advisors, LLC | 5.66% | Reduce -1.8% | 26,375 | $7.9M |
| Rakuten Investment Management, Inc. | 0.03% | No change | 28,484 | $7.7M |
| Independent Financial Group, LLC | 0.17% | Reduce -2.3% | 25,368 | $7.6M |
| First Interstate Bank | 0.40% | Reduce -2.5% | 24,749 | $7.5M |
| AdvisorNet Financial, Inc | 0.40% | Add +9283.3% | 24,678 | $7.4M |
| Silverleafe Capital Partners, LLC | 2.15% | Reduce -0.6% | 24,065 | $7.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.7% | 23,967 | $7.2M |
| Alexander Labrunerie & Co., Inc. | 2.57% | Reduce -11.0% | 23,384 | $7.0M |
| PFG Advisors | 0.34% | Reduce -4.2% | 23,358 | $7.0M |
| Lido Advisors, LLC | 0.03% | Add +2.4% | 24,634 | $6.9M |
| Dynamic Advisor Solutions LLC | 0.22% | Reduce -5.1% | 22,402 | $6.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.40% | Reduce -12.7% | 22,303 | $6.7M |
| Concord Investment Counsel Inc. | 2.17% | Reduce -3.2% | 22,234 | $6.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -24.1% | 22,058 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.9% | 21,808 | $6.6M |
| Creative Planning | 0.00% | Add +1.0% | 21,756 | $6.6M |
| Banque Cantonale Vaudoise | 0.23% | Add +7.2% | 21,658 | $6.5M |
| Park Avenue Securities LLC | 0.06% | Add +4.4% | 21,642 | $6.5M |
| Wellington Shields Capital Management, LLC | 0.93% | Reduce -0.6% | 21,180 | $6.4M |
| Woodmont Investment Counsel LLC | 0.40% | Reduce -0.4% | 21,006 | $6.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.7% | 20,743 | $6.2M |
| IMC-Chicago, LLC | 0.11% | Reduce -25.9% | 20,511 | $6.2M |
| Theory Financial LLC | 1.97% | Add +1.6% | 17,075 | $5.9M |
| Adams Wealth Management | 1.21% | Reduce -14.9% | 18,768 | $5.7M |
| CacheTech Inc. | 1.05% | Reduce -14.9% | 18,768 | $5.7M |
| Commonwealth Financial Services, LLC | 0.90% | Reduce -11.4% | 18,201 | $5.5M |
| IFP Advisors, Inc | 0.12% | Add +26.4% | 18,166 | $5.5M |
| Family Legacy, Inc. | 1.62% | Reduce -0.2% | 17,989 | $5.4M |
| United Capital Financial Advisors, LLC | 0.03% | Add +18.1% | 17,916 | $5.4M |
| Wall Street Financial Group, Inc. | 3.92% | Reduce -3.1% | 17,873 | $5.4M |
| Strategic Blueprint, LLC | 0.32% | Reduce -0.1% | 17,847 | $5.4M |
| Cibc World Market Inc. | 0.01% | Add +3.9% | 17,709 | $5.3M |
| Anchor Investment Management, LLC | 0.42% | Reduce -12.5% | 17,214 | $5.2M |
| Integrated Capital Management, LLC | 2.21% | Reduce -2.5% | 17,104 | $5.2M |
| JPL Wealth Management, LLC | 1.25% | Reduce -6.6% | 17,067 | $5.1M |
| XTX Topco Ltd | 0.13% | Add +292.1% | 16,322 | $4.9M |
| Wharton Business Group, LLC | 0.18% | Reduce -0.6% | 16,139 | $4.9M |
| Sowell Financial Services LLC | 0.18% | Add +1.6% | 16,011 | $4.8M |
| Martin & Co. Inc. | 0.82% | Add +3.0% | 15,924 | $4.8M |
| US Bancorp \de | 0.01% | Add +0.2% | 15,603 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +9.8% | 15,563 | $4.7M |
| Midwest Financial Group LLC | 2.07% | Add +1.2% | 15,533 | $4.7M |
| Benjamin Edwards Inc. | 0.05% | Add +4.2% | 15,509 | $4.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +10.5% | 15,444 | $4.7M |
| BlackRock, Inc. | 0.00% | Add +9.1% | 15,360 | $4.6M |
| KKM Financial LLC | 0.82% | Add +30.8% | 15,278 | $4.6M |
| Ewa, LLC | 1.11% | Reduce -5.2% | 15,070 | $4.5M |
| &partners | 0.02% | Add +8.6% | 15,034 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.8% | 14,531 | $4.4M |
| Jaffetilchin Investment Partners, LLC | 0.25% | Reduce -4.9% | 14,366 | $4.3M |
| 1 North Wealth Services LLC | 1.50% | Add +34.1% | 14,141 | $4.3M |
| Alaska Wealth Advisors, LLC | 0.54% | New | 14,120 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -0.6% | 14,973 | $4.2M |
| Sharper & Granite LLC | 1.49% | Reduce -1.1% | 14,020 | $4.2M |
| Klingman & Associates, LLC | 0.20% | No change | 13,969 | $4.2M |
| Destination Wealth Management | 0.11% | New | 13,899 | $4.2M |
| Transcend Capital Advisors, LLC | 0.32% | Add +1.0% | 13,860 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +6.8% | 13,846 | $4.2M |
| Money Concepts Capital Corp. | 0.23% | Reduce -1.0% | 13,776 | $4.1M |
| SteelPeak Wealth, LLC | 0.13% | Add +642.9% | 13,327 | $4.0M |
| Thoroughbred Financial Services, LLC | 0.24% | Reduce -2.6% | 13,222 | $4.0M |
| Merit Financial Group, LLC | 0.03% | Add +5.8% | 12,913 | $3.9M |
| One Capital Management, LLC | 0.12% | Reduce -4.0% | 12,656 | $3.8M |
| Composition Wealth, LLC | 0.05% | Reduce -1.6% | 12,530 | $3.8M |
| 360 Financial, Inc. | 1.14% | Reduce -7.5% | 12,530 | $3.8M |
| FMR LLC | 0.00% | Reduce -4.8% | 12,528 | $3.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -15.6% | 12,483 | $3.8M |
| Moss Adams Wealth Advisors LLC | 0.27% | Reduce -2.6% | 12,479 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +5.0% | 12,470 | $3.8M |
| Krilogy Financial LLC | 0.13% | Add +6.8% | 10,859 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +2.3% | 12,312 | $3.7M |
| Polymer Capital Management (HK) LTD | 0.57% | Add +12.0% | 12,056 | $3.6M |
| Magnus Financial Group LLC | 0.27% | Add +0.0% | 11,828 | $3.6M |
| Aprio Wealth Management, LLC | 0.20% | Add +6.5% | 11,064 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 11,611 | $3.5M |
| Provida Pension Fund Administrator | 0.06% | No change | 11,611 | $3.5M |
| Quadrature Capital Ltd | 0.04% | Reduce -95.6% | 11,569 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -10.5% | 11,567 | $3.5M |
| Spire Wealth Management | 0.12% | Add +25.5% | 11,546 | $3.5M |
| PFG Investments, LLC | 0.16% | Reduce -24.1% | 11,459 | $3.5M |
| Evolution Wealth Advisors, LLC | 0.34% | Add +5.7% | 11,301 | $3.4M |
| Harbour Investments, Inc. | 0.07% | Add +0.1% | 11,270 | $3.4M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.10% | Add +7.1% | 11,266 | $3.4M |
| Beacon Financial Planning, Inc. | 1.62% | Add +1.6% | 11,166 | $3.4M |
| VestGen Advisors, LLC | 0.14% | Add +1276.8% | 11,111 | $3.3M |
| Maxele Advisors, LLC | 2.69% | Add +1.4% | 11,006 | $3.3M |
| Focus Financial Network, Inc. | 0.11% | Add +3.7% | 10,942 | $3.3M |
| Comerica Bank | 0.01% | Add +6.7% | 10,913 | $3.3M |
| Walleye Trading LLC | 0.05% | Add +231.1% | 10,853 | $3.3M |
| Global Wealth Strategies & Associates | 0.81% | Add +8.2% | 10,847 | $3.3M |
| Banco Santander, S.A. | 0.02% | New | 10,430 | $3.1M |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Reduce -20.7% | 10,318 | $3.1M |
| Laurel Oak Wealth Management, LLC | 0.52% | — | 10,200 | $3.1M |
| Valley Wealth Managers, Inc. | 0.20% | Reduce -12.5% | 10,177 | $3.1M |
| Summit Financial, LLC | 0.04% | Add +8.3% | 10,105 | $3.0M |
| Vision Retirement, LLC | 0.81% | — | 10,084 | $3.0M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -6.7% | 10,083 | $3.0M |
| Scotia Capital Inc. | 0.01% | Add +3.0% | 9,988 | $3.0M |
| Osbon Capital Management LLC | 2.78% | — | 9,875 | $3.0M |
| Koshinski Asset Management, Inc. | 0.19% | Add +1.8% | 9,863 | $3.0M |
| Florin Court Capital LLP | 4.07% | Reduce -14.9% | 9,700 | $2.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.0% | 9,579 | $2.9M |
| Novare Capital Management LLC | 0.22% | Reduce -4.5% | 9,527 | $2.9M |
| Quantbot Technologies LP | 0.10% | Add +323.5% | 9,525 | $2.9M |
| Matrix Trust Co | 0.47% | Reduce -0.9% | 9,382 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.1% | 9,334 | $2.8M |
| Prosperity Consulting Group, LLC | 0.13% | Reduce -1.6% | 9,277 | $2.8M |
| Keybank National Association | 0.01% | No change | 9,251 | $2.8M |
| Condor Capital Management | 0.22% | Reduce -5.1% | 9,214 | $2.8M |
| Kovack Advisors, Inc. | 0.13% | Add +49.3% | 9,184 | $2.8M |
| Corrado Advisors, LLC | 1.37% | Add +1.8% | 9,086 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -92.0% | 9,062 | $2.7M |
| Armor Investment Advisors, LLC | 0.96% | Reduce -9.1% | 8,693 | $2.6M |
| Concentrum Wealth Management | 0.71% | Reduce -8.7% | 8,501 | $2.6M |
| Washington Growth Strategies LLC | 1.63% | Add +170.3% | 8,351 | $2.5M |
| Stephens Inc. | 0.03% | Reduce -0.0% | 8,266 | $2.5M |
| Moulton Wealth Management, Inc. | 2.35% | New | 19,171 | $2.5M |
| Edgestream Partners, L.P. | 0.07% | Add +241.2% | 8,099 | $2.4M |
| RFG Advisory, LLC | 0.05% | Reduce -3.3% | 8,003 | $2.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -7.7% | 7,996 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 7,931 | $2.4M |
| Essex Financial Services, Inc. | 0.13% | Add +0.0% | 7,867 | $2.4M |
| Intellectus Partners, LLC | 0.45% | Reduce -3.9% | 7,783 | $2.3M |
| Pennsylvania Capital Management Inc. | 0.64% | Reduce -11.1% | 7,741 | $2.3M |
| Insight Wealth Partners, LLC | 0.97% | Reduce -3.6% | 7,718 | $2.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -0.7% | 7,703 | $2.3M |
| Forte Asset Management LLC | 1.04% | Add +0.3% | 7,638 | $2.3M |
| Ibex Wealth Advisors | 0.22% | Reduce -4.8% | 7,589 | $2.3M |
| CoreCap Advisors, LLC | 0.08% | Add +8.3% | 7,518 | $2.3M |
| Mirabaud & Cie SA | 0.73% | No change | 7,500 | $2.3M |
| Modern Wealth Management, LLC | 0.04% | New | 7,497 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 0.80% | Add +1.8% | 7,358 | $2.2M |
| Group One Trading LLC | 0.06% | New | 7,260 | $2.2M |
| Chicago Partners Investment Group LLC | 0.05% | Add +46.9% | 6,315 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.0% | 7,165 | $2.2M |
| Franklin Resources Inc. | 0.00% | Reduce -17.0% | 7,048 | $2.1M |
| Grandview Asset Management LLC | 0.58% | Add +15.9% | 6,972 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +3.1% | 6,961 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +3.2% | 8,550 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | — | 6,731 | $2.0M |
| Avior Wealth Management, LLC | 0.06% | Reduce -0.4% | 6,679 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -19.6% | 6,662 | $2.0M |
| Fisher Asset Management | 0.00% | Reduce -5.1% | 6,618 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Reduce -24.2% | 6,606 | $2.0M |
| Flow Traders U.S. LLC | 0.07% | New | 6,581 | $2.0M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -19.7% | 6,572 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -0.5% | 6,563 | $2.0M |
| Gold Investment Management Ltd. | 0.63% | Reduce -1.4% | 6,526 | $2.0M |
| Orser Capital Management, LLC | 1.11% | Reduce -0.2% | 6,515 | $2.0M |
| Comprehensive Financial Planning, Inc. | 1.30% | Add +2.2% | 6,513 | $2.0M |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | Reduce -92.1% | 6,477 | $2.0M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Reduce -19.8% | 6,421 | $1.9M |
| Twin Focus Capital Partners, LLC | 0.22% | Add +2.6% | 6,216 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -3.3% | 6,147 | $1.9M |
| Apeiron RIA LLC | 0.38% | Add +26.6% | 5,247 | $1.8M |
| Wallace Hart LLC | 1.36% | Add +2106.8% | 6,135 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -0.8% | 6,078 | $1.8M |
| Intellus Advisors LLC | 0.24% | Add +1.5% | 5,996 | $1.8M |
| AAFMAA Wealth Management & Trust LLC | 0.70% | New | 5,961 | $1.8M |
| Pacific Sun Financial Corp | 0.86% | Add +1.4% | 5,957 | $1.8M |
| Dedeker Financial LLC | 1.59% | — | 5,882 | $1.8M |
| Cwm, LLC | 0.00% | Reduce -2.5% | 5,798 | $1.7M |
| Assetmark, Inc. | 0.00% | Reduce -2.3% | 5,737 | $1.7M |
| First Financial Bank - Trust Division | 0.14% | Reduce -5.9% | 5,687 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -7.7% | 5,656 | $1.7M |
| National Philanthropic Trust | 0.02% | No change | 5,649 | $1.7M |
| Robinson Value Management, Ltd. | 0.91% | Add +0.3% | 5,618 | $1.7M |
| Two Sigma Securities, LLC | 0.23% | Reduce -50.8% | 5,592 | $1.7M |
| Transcendent Capital Group LLC | 0.76% | Reduce -3.7% | 5,588 | $1.7M |
| Western Wealth Management, LLC | 0.08% | Add +51.9% | 5,579 | $1.7M |
| Washburn Capital Management, Inc. | 0.92% | Reduce -2.5% | 5,550 | $1.7M |
| Joseph P. Lucia & Associates, LLC | 0.60% | Reduce -5.8% | 5,528 | $1.7M |
| Dala Group, LLC | 1.44% | — | 5,525 | $1.7M |
| Keystone Financial Group | 0.12% | Add +13.7% | 5,437 | $1.6M |
| AQR Capital Management | 0.00% | Reduce -34.4% | 5,428 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | Add +2.7% | 5,398 | $1.6M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -3.2% | 5,349 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -0.0% | 5,346 | $1.6M |
| Sovran Advisors, LLC | 0.14% | Add +0.2% | 4,758 | $1.6M |
| Greenspring Advisors, LLC | 0.10% | New | 5,296 | $1.6M |
| Principal Securities, Inc. | 0.02% | Reduce -1.4% | 5,180 | $1.6M |
| Continuum Advisory, LLC | 0.16% | Add +0.5% | 5,145 | $1.5M |
| Monetary Management Group Inc. | 0.36% | No change | 5,135 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +135.6% | 5,030 | $1.5M |
| Capstone Wealth Management Group LLC | 0.91% | Reduce -0.1% | 4,996 | $1.5M |
| William John Sempolinski | 0.74% | — | 4,986 | $1.5M |
| High Point Wealth Management, LLC | 1.42% | — | 4,940 | $1.5M |
| CDM Financial Counseling Services, Inc. | 1.39% | — | 4,911 | $1.5M |
| Brookstone Capital Management | 0.02% | Add +1.7% | 4,842 | $1.5M |
| Telos Capital Management, Inc. | 0.13% | Reduce -0.3% | 4,764 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | Add +6.5% | 4,753 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.1% | 4,686 | $1.4M |
| Arax Advisory Partners | 0.04% | New | 4,683 | $1.4M |
| City Holding Co. | 0.17% | Reduce -2.1% | 4,636 | $1.4M |
| Independent Wealth Network Inc. | 0.42% | Add +3.8% | 4,584 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -1.5% | 4,578 | $1.4M |
| Ehrlich Financial Group | 0.78% | Reduce -3.6% | 4,541 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.4% | 4,536 | $1.4M |
| Juncture Wealth Strategies, LLC | 0.45% | Reduce -8.0% | 4,526 | $1.4M |
| Nikulski Financial, Inc. | 0.33% | New | 4,518 | $1.4M |
| First International Bank of Israel Ltd. | 0.65% | Reduce -26.4% | 4,500 | $1.4M |
| LOM Asset Management Ltd | 0.39% | Reduce -7.7% | 4,500 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +13.5% | 4,484 | $1.4M |
| Vise Technologies, Inc. | 0.03% | New | 4,484 | $1.4M |
| RoundAngle Advisors LLC | 0.98% | Add +6.7% | 4,463 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +33.5% | 4,423 | $1.3M |
| Westwood Wealth Management | 1.00% | New | 4,413 | $1.3M |
| Lionshead Wealth Management, LLC | 1.00% | No change | 4,413 | $1.3M |
| GWN Securities Inc. | 0.26% | Reduce -8.4% | 4,338 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +50.0% | 4,308 | $1.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -15.5% | 4,301 | $1.3M |
| NorthStar Asset Management LLC | 0.58% | Reduce -1.1% | 4,283 | $1.3M |
| Pacific Center for Financial Services | 0.33% | No change | 4,742 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.50% | Add +2.1% | 4,240 | $1.3M |
| Ionic Capital Management LLC | 1.48% | Add +32.3% | 4,215 | $1.3M |
| Pines Wealth Management, LLC | 0.41% | No change | 4,186 | $1.3M |
| Northland Securities, Inc. | 1.20% | — | 4,134 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +20.4% | 4,132 | $1.2M |
| Alteri Wealth LLC | 0.40% | Add +0.2% | 4,111 | $1.2M |
| Montag A & Associates Inc. | 0.06% | No change | 4,109 | $1.2M |
| Howard Capital Management, LLC | 0.02% | Reduce -8.6% | 4,107 | $1.2M |
| Lee Johnson Capital Management, LLC | 0.42% | New | 4,052 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.31% | Reduce -9.8% | 4,051 | $1.2M |
| McHugh Group, LLC | 0.70% | No change | 4,033 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +5.3% | 4,016 | $1.2M |
| Partners Capital Investment Group, LLP | 0.05% | Add +25.9% | 4,016 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +15.9% | 3,981 | $1.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -45.1% | 3,918 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 3,909 | $1.2M |
| Pinnacle Associates Ltd. | 0.01% | Add +96.6% | 3,886 | $1.2M |
| International Assets Investment Management, LLC | 0.08% | Reduce -3.2% | 3,841 | $1.2M |
| Retirement Planning Group, LLC | 0.04% | Reduce -18.8% | 3,797 | $1.1M |
| Sepio Capital, LP | 0.06% | New | 3,785 | $1.1M |
| Schnieders Capital Management, Llc. | 0.18% | No change | 3,760 | $1.1M |
| Advisory Alpha, LLC | 0.03% | Add +3.1% | 3,733 | $1.1M |
| Y.D. More Investments Ltd | 0.05% | Reduce -45.8% | 3,719 | $1.1M |
| Signature Equity Partners, LLC | 0.62% | — | 3,708 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +1.7% | 3,692 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -3.8% | 3,681 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +17.9% | 3,672 | $1.1M |
| Selective Wealth Management, Inc. | 0.34% | Add +16.4% | 3,270 | $1.1M |
| Midwest Trust Co | 0.01% | No change | 3,574 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.29% | Add +0.1% | 3,567 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +3.9% | 3,565 | $1.1M |
| Blue Chip Partners, LLC | 0.08% | Add +3.3% | 3,563 | $1.1M |
| Phoenix Financial Ltd. | 0.01% | Add +0.8% | 3,563 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +116.7% | 3,545 | $1.1M |
| KFG Wealth Management, LLC | 0.14% | Reduce -41.3% | 3,507 | $1.1M |
| Ironwood Financial, llc | 0.18% | Reduce -2.1% | 3,191 | $1.1M |
| Sargent Investment Group, LLC | 0.13% | New | 3,450 | $1.0M |
| SBI Okasan Asset Management Co.Ltd. | 0.06% | — | 3,400 | $1.0M |
| Integrity Alliance, Llc. | 0.04% | New | 3,438 | $1.0M |
| Activest Wealth Management | 0.19% | Reduce -7.7% | 3,437 | $1.0M |
| Tempo Wealth, LLC | 0.18% | — | 3,422 | $1.0M |
| Tudor Financial Inc. | 0.52% | Add +2.1% | 3,371 | $1.0M |
| First Heartland Consultants, Inc. | 0.08% | Add +1.1% | 3,295 | $992K |
| Finley Financial, LLC | 0.45% | Add +6.4% | 3,282 | $988K |
| Snowden Capital Advisors LLC | 0.03% | Add +4.5% | 3,281 | $988K |
| ATX Financial Planning, LLC | 0.76% | — | 3,270 | $985K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 3,258 | $983K |
| Harmony Asset Management LLC | 0.33% | New | 3,248 | $978K |
| Independence Bank of Kentucky | 0.12% | Reduce -0.8% | 3,241 | $976K |
| 10Elms LLP | 1.01% | Reduce -4.5% | 3,215 | $968K |
| WealthCare Investment Partners, LLC | 0.28% | Reduce -8.4% | 3,083 | $967K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -17.3% | 3,190 | $961K |
| Equitable Trust Co. | 0.04% | No change | 3,174 | $956K |
| Lynx Investment Advisory | 0.52% | Reduce -7.0% | 3,162 | $952K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -35.4% | 3,097 | $944K |
| PSI Advisors, LLC | 0.24% | Add +194.3% | 6,355 | $941K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -2.9% | 3,125 | $941K |
| Somerset Trust Co | 0.29% | Add +4.3% | 3,125 | $941K |
| Oasis Management Co Ltd. | 0.14% | Reduce -43.6% | 3,100 | $934K |
| Ellis Investment Partners, LLC | 0.16% | Add +0.0% | 3,098 | $933K |
| Bright Financial Advisors, Inc. | 0.44% | No change | 3,067 | $924K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -0.4% | 3,060 | $921K |
| Fortitude Advisory Group L.L.C. | 0.39% | Add +6.3% | 3,056 | $920K |
| Resolute Wealth Strategies, LLC | 0.40% | Add +0.1% | 3,047 | $918K |
| McAdam, LLC | 0.04% | Add +1.6% | 3,047 | $918K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +3.1% | 3,032 | $913K |
| GSG Advisors LLC | 0.23% | Add +0.1% | 2,998 | $903K |
| 17 Capital Partners, LLC | 0.47% | Add +40.9% | 2,983 | $898K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.6% | 2,975 | $896K |
| Silver Oak Securities, Incorporated | 0.06% | Add +41.3% | 2,921 | $891K |
| Arkadios Wealth Advisors | 0.02% | Add +41.0% | 2,942 | $886K |
| Westside Investment Management, Inc. | 0.14% | No change | 2,895 | $872K |
| CreativeOne Wealth, LLC | 0.02% | Add +25.4% | 2,894 | $871K |
| IFG Advisory, LLC | 0.04% | Add +9.1% | 2,889 | $870K |
| Root Financial Partners, LLC | 0.04% | Add +537.1% | 2,886 | $869K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -4.9% | 2,885 | $869K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.3% | 2,866 | $863K |
| N.E.W. Advisory Services LLC | 0.06% | Add +17.3% | 2,865 | $863K |
| Whitford Management LLC | 0.87% | New | 2,840 | $855K |
| Verus Capital Partners, LLC | 0.06% | Reduce -0.3% | 2,840 | $855K |
| Beacon Financial Advisory LLC | 0.20% | Add +0.7% | 2,812 | $847K |
| Principle Wealth Partners LLC | 0.05% | Reduce -3.2% | 2,806 | $845K |
| Greenberg Financial Group | 0.35% | — | 2,798 | $843K |
| Keating Financial Advisory Services, Inc. | 0.11% | — | 2,731 | $822K |
| Carnegie Investment Counsel | 0.01% | Add +9.6% | 2,666 | $803K |
| Millennium Management | 0.00% | Reduce -99.8% | 2,660 | $801K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -87.7% | 2,619 | $789K |
| Apollon Financial, LLC | 0.11% | Add +0.0% | 2,609 | $786K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 2,595 | $781K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +1.3% | 2,583 | $778K |
| White Lighthouse Investment Management Inc. | 0.11% | Add +46.4% | 2,581 | $777K |
| AlphaCore Capital LLC | 0.02% | Add +281.6% | 2,572 | $775K |
| Conservest Capital Advisors, Inc. | 0.07% | Add +3.4% | 2,555 | $769K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +3.9% | 2,542 | $766K |
| HB Wealth Management, LLC | 0.01% | Add +1.8% | 2,538 | $764K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,532 | $763K |
| StoneCrest Wealth Management, Inc. | 0.31% | Reduce -0.9% | 2,529 | $762K |
| Ignite Planners, LLC | 0.11% | Reduce -2.3% | 2,165 | $750K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -0.4% | 2,474 | $745K |
| SIH Partners, LLLP | 0.04% | New | 2,468 | $743K |
| Obermeyer Wealth Partners | 0.03% | No change | 2,384 | $718K |
| National Wealth Management Group, LLC | 0.25% | Add +8.0% | 2,370 | $714K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -0.3% | 2,368 | $713K |
| First Horizon Corp. | 0.03% | Reduce -0.9% | 2,363 | $712K |
| HRT Financial LP | 0.00% | Reduce -88.8% | 2,338 | $704K |
| Connecticut Wealth Management, LLC | 0.03% | No change | 2,334 | $703K |
| PEAK6 LLC | 0.02% | Reduce -25.1% | 2,314 | $697K |
| Hilltop Holdings Inc. | 0.04% | Add +26.8% | 2,308 | $695K |
| CVFG LLC | 0.48% | Reduce -0.4% | 2,305 | $694K |
| Trust Co. of Oklahoma | 0.20% | Reduce -4.9% | 2,284 | $688K |
| Fortune Financial Group, Inc. | 0.67% | — | 2,066 | $686K |
| Rathbones Group PLC | 0.00% | Add +9.4% | 2,275 | $685K |
| HighPoint Advisor Group LLC | 0.02% | New | 2,275 | $685K |
| Choreo, LLC | 0.01% | Reduce -2.0% | 2,231 | $680K |
| RDA Financial Network | 0.16% | No change | 2,258 | $680K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.3% | 2,255 | $679K |
| VVR Holdings LLC | 0.35% | — | 2,252 | $678K |
| Bay Harbor Wealth Management, LLC | 0.18% | No change | 2,252 | $678K |
| Signet Financial Management, LLC | 0.07% | Reduce -9.1% | 2,226 | $670K |
| Acorn Wealth Advisors, LLC | 0.20% | Add +17.6% | 2,223 | $669K |
| Capital Developers, LLC | 0.60% | — | 2,218 | $668K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.1% | 2,211 | $666K |
| Madison Wealth Partners, Inc | 0.12% | Add +1.7% | 2,206 | $664K |
| Oak Barrel Wealth Advisory LLC | 0.39% | — | 2,193 | $660K |
| Marex Group Ltd | 0.01% | Reduce -15.1% | 2,180 | $657K |
| Accurate Wealth Management, LLC | 0.08% | Add +19.4% | 1,996 | $656K |
| Wedbush Securities Inc. | 0.02% | Add +18.4% | 2,178 | $656K |
| Private Wealth Advisors, LLC | 0.24% | No change | 2,176 | $655K |
| Brown Advisory Inc. | 0.00% | Reduce -6.9% | 2,158 | $650K |
| Harbor Asset Planning, Inc. | 0.55% | Add +4.3% | 2,152 | $649K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -6.0% | 2,151 | $648K |
| Annex Advisory Services, LLC | 0.01% | New | 2,140 | $645K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.19% | No change | 2,118 | $638K |
| Pathway Financial Advisers, LLC | 0.18% | Reduce -2.2% | 2,102 | $633K |
| Savvy Advisors, Inc. | 0.02% | Add +37.3% | 2,092 | $630K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -17.9% | 2,080 | $626K |
| Global Assets Advisory, LLC | 0.18% | Add +0.1% | 2,079 | $626K |
| Apella Capital, LLC | 0.01% | Add +4.5% | 2,071 | $624K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,041 | $615K |
| Afg Fiduciary Services Limited Partnership | 0.37% | Reduce -28.5% | 1,945 | $610K |
| Bawa N Mallick Trust | 0.22% | No change | 2,000 | $602K |
| Blue Jean Financial LLC | 0.49% | — | 1,997 | $601K |
| Mgo One Seven LLC | 0.01% | Add +7.3% | 1,995 | $601K |
| SOA Wealth Advisors, LLC. | 0.10% | Add +0.1% | 1,990 | $599K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -13.2% | 1,980 | $596K |
| RB Capital Management, LLC | 0.12% | Reduce -1.9% | 1,953 | $588K |
| Rwa Wealth Partners, LLC | 0.01% | Add +2.4% | 1,950 | $587K |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.06% | New | 1,940 | $584K |
| Asset One Wealth Management LLC | 0.08% | — | 1,653 | $583K |
| Paragon Private Wealth Management, LLC | 0.18% | Reduce -5.3% | 1,932 | $582K |
| Roman Butler Fullerton & Co. | 0.15% | Add +62.6% | 1,662 | $580K |
| Wealthgarden F.S. LLC | 0.38% | Reduce -1.7% | 1,687 | $579K |
| Bravias Capital Group, LLC | 0.35% | Add +3.8% | 1,902 | $573K |
| Urban Wealth Management, LLC | 0.53% | — | 1,894 | $570K |
| AIMZ Investment Advisors, LLC | 0.16% | New | 1,877 | $565K |
| Continental Investors Services, Inc. | 0.72% | Add +0.2% | 1,621 | $561K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 1,857 | $559K |
| Coldstream Capital Management Inc. | 0.01% | Add +9.6% | 1,819 | $548K |
| Glenmede Trust Co. NA | 0.00% | — | 1,815 | $547K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 1,810 | $545K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -0.2% | 1,798 | $541K |
| Regal Investment Advisors LLC | 0.03% | Add +37.6% | 1,787 | $538K |
| X-Square Capital, LLC | 0.18% | Add +2.9% | 1,778 | $536K |
| L & S Advisors Inc | 0.05% | Reduce -6.4% | 1,776 | $535K |
| Realta Investment Advisors | 0.18% | Add +2811.5% | 1,776 | $535K |
| Jain Global LLC | 0.01% | New | 1,758 | $529K |
| Wagner Wealth Management, Corp | 0.52% | — | 1,754 | $528K |
| Cypress Wealth Services, LLC | 0.07% | No change | 1,752 | $528K |
| Avalon Trust Co | 0.03% | No change | 1,750 | $527K |
| Eagle Strategies LLC | 0.07% | New | 1,748 | $526K |
| COFG Advisors, LLC | 0.13% | — | 1,747 | $526K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +73.2% | 1,618 | $526K |
| WBH Advisory Inc. | 0.04% | No change | 1,744 | $525K |
| Liberty Square Wealth Partners LLC | 0.15% | No change | 1,731 | $521K |
| Capstone Investment Advisors, LLC | 0.01% | Add +59.2% | 1,710 | $515K |
| BCS Wealth Management | 0.05% | Add +100.0% | 1,698 | $512K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -24.8% | 1,698 | $511K |
| Fiduciary Alliance LLC | 0.03% | Reduce -12.2% | 1,675 | $504K |
| Wealthstar Advisors, LLC | 0.27% | Reduce -3.3% | 1,667 | $502K |
| Front Row Advisors LLC | 0.17% | Reduce -0.3% | 1,666 | $502K |
| PTM Wealth Management, LLC | 0.28% | Add +0.1% | 1,572 | $500K |
| Welch Financial Planning, LLC | 0.36% | — | 1,639 | $494K |
| Madrid Wealth Management, LLC | 0.40% | — | 1,636 | $493K |
| KERR FINANCIAL PLANNING Corp | 0.67% | Add +82.1% | 1,597 | $491K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -13.2% | 1,627 | $490K |
| Natixis | 0.00% | Reduce -10.2% | 1,624 | $489K |
| Pine Harbor Wealth Management, LLC | 0.15% | Reduce -10.3% | 1,620 | $488K |
| Citizens Financial Group Inc. | 0.01% | Add +2.0% | 1,615 | $486K |
| Dakota Wealth Management | 0.01% | Add +20.6% | 1,611 | $485K |
| Alpine Global Management, LLC | 0.11% | New | 1,600 | $482K |
| Caprock Group, LLC | 0.01% | Reduce -3.2% | 1,589 | $479K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -13.5% | 1,587 | $478K |
| Rinkey Investments | 0.12% | Add +2.4% | 1,571 | $473K |
| StoneX Group Inc. | 0.02% | Add +0.2% | 1,558 | $470K |
| Delta Investment Management, LLC | 0.08% | Reduce -0.5% | 1,560 | $470K |
| IPG Investment Advisors LLC | 0.08% | Add +35.3% | 1,554 | $468K |
| Bauman Advisory Group, LLC | 0.38% | — | 1,552 | $467K |
| Empower Advisory Group, LLC | 0.00% | Reduce -30.7% | 1,549 | $467K |
| Mullooly Asset Management, Inc. | 0.17% | Reduce -2.0% | 1,543 | $465K |
| Buttonwood Financial Advisors Inc. | 0.15% | No change | 1,541 | $464K |
| Wedmont Private Capital | 0.02% | New | 1,404 | $456K |
| Calton & Associates, Inc. | 0.07% | Add +0.1% | 1,509 | $455K |
| Merrion Investment Management Co, LLC | 0.24% | No change | 1,500 | $452K |
| Banque Pictet & Cie SA | 0.00% | Reduce -46.4% | 1,500 | $452K |
| Fragasso Financial Advisors Inc | 0.03% | Add +0.2% | 1,500 | $452K |
| Holderness Investments Co. | 0.09% | Reduce -1.1% | 1,492 | $449K |
| Aspiriant, LLC | 0.01% | No change | 1,483 | $447K |
| Ballast Financial Advisors LLC | 0.46% | — | 1,467 | $442K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 1,454 | $438K |
| Soltis Investment Advisors LLC | 0.03% | Add +21.7% | 1,442 | $434K |
| Welch & Forbes LLC | 0.01% | Reduce -5.0% | 1,434 | $432K |
| Andina Capital Management, LLC | 0.26% | New | 1,426 | $429K |
| JT Stratford LLC | 0.06% | Add +18.4% | 1,422 | $428K |
| Diversified Trust Co. | 0.01% | No change | 1,407 | $424K |
| Madrona Financial Services, LLC | 0.09% | No change | 1,405 | $423K |
| RiverFront Investment Group, LLC | 0.01% | No change | 1,361 | $410K |
| XML Financial, LLC | 0.03% | Reduce -17.2% | 1,352 | $407K |
| Lowery Thomas, LLC | 0.23% | Reduce -1.3% | 1,338 | $403K |
| Allie Family Office LLC | 0.19% | No change | 1,338 | $403K |
| Colonial Trust Co / SC | 0.05% | Add +10.8% | 1,337 | $403K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.5% | 1,336 | $402K |
| Key Client Fiduciary Advisors, LLC | 0.14% | Reduce -2.6% | 1,329 | $400K |
| Smartleaf Asset Management LLC | 0.02% | Add +8.8% | 1,306 | $398K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.7% | 1,312 | $395K |
| Trust Point Inc. | 0.03% | No change | 1,296 | $390K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +25.3% | 1,289 | $388K |
| Choate Investment Advisors | 0.01% | Add +5.0% | 1,287 | $388K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.6% | 1,282 | $386K |
| Interchange Capital Partners, LLC | 0.07% | No change | 1,282 | $386K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +72.2% | 1,276 | $384K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.2% | 1,274 | $384K |
| Busey Bank | 0.01% | No change | 1,272 | $383K |
| Gerber, LLC | 0.21% | No change | 1,266 | $381K |
| MWA Asset Management | 0.21% | Reduce -4.5% | 1,265 | $381K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -14.9% | 1,263 | $380K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -2.4% | 1,259 | $379K |
| Regions Financial Corp. | 0.00% | Add +19.6% | 1,258 | $379K |
| Titleist Asset Management, LLC | 0.03% | Add +4.2% | 1,255 | $378K |
| Ascentis Independent Advisors | 0.06% | No change | 1,252 | $377K |
| Winthrop Advisory Group LLC | 0.03% | Add +8.5% | 1,240 | $374K |
| Sweeney & Michel, LLC | 0.11% | Add +0.1% | 1,031 | $371K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -72.3% | 1,230 | $370K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,236 | $370K |
| North Star Investment Management Corp. | 0.02% | Reduce -0.2% | 1,227 | $370K |
| Summa Corp. | 0.16% | New | 1,220 | $367K |
| Larson Financial Group LLC | 0.01% | Reduce -20.0% | 1,214 | $366K |
| Golden State Wealth Management, LLC | 0.04% | Add +0.2% | 1,211 | $365K |
| Creative Financial Designs Inc. | 0.02% | Add +0.1% | 1,202 | $362K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.19% | — | 1,196 | $360K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,191 | $359K |
| Global View Capital Management LLC | 0.07% | Add +6.9% | 1,190 | $358K |
| American Institute for Advanced Investment Management, LLP | 0.23% | No change | 1,183 | $356K |
| Liberty Wealth Management LLC | 0.05% | Add +1.1% | 1,182 | $356K |
| Willner & Heller, LLC | 0.25% | Add +11.3% | 1,170 | $352K |
| Trexquant Investment LP | 0.00% | Reduce -51.5% | 1,165 | $351K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 1,163 | $350K |
| Hazlett, Burt & Watson, Inc. | 0.11% | No change | 1,150 | $347K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -27.6% | 1,150 | $347K |
| Cary Street Partners Financial LLC | 0.01% | Add +33.3% | 1,145 | $345K |
| Arrowroot Family Office, LLC | 0.12% | Reduce -3.1% | 1,137 | $342K |
| Cornerstone Planning, LLC | 0.08% | — | 1,137 | $342K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +29350.0% | 7,068 | $340K |
| Councilmark Asset Management, LLC | 0.19% | No change | 1,125 | $339K |
| Becker Capital Management Inc. | 0.01% | No change | 1,110 | $334K |
| Riverbend Wealth Management, LLC | 0.21% | Add +0.1% | 1,106 | $333K |
| Fielder Capital Group LLC | 0.07% | No change | 1,104 | $333K |
| Integrated Advisors Network LLC | 0.01% | Reduce -70.7% | 1,103 | $332K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +23.4% | 1,102 | $332K |
| Kingdom Financial Group LLC. | 0.10% | New | 1,101 | $332K |
| Whalerock Point Partners, LLC | 0.06% | Reduce -21.5% | 1,095 | $330K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 1,093 | $329K |
| ABLE Financial Group, LLC | 0.07% | Add +4.4% | 1,092 | $329K |
| Saxon Interests, Inc. | 0.12% | Reduce -3.0% | 1,087 | $327K |
| S Harris Financial Group, LLC | 0.31% | — | 1,085 | $327K |
| Well Done, LLC | 0.05% | Reduce -13.2% | 1,083 | $326K |
| Genesee Capital Advisors, LLC | 0.13% | New | 1,078 | $324K |
| Keel Point, LLC | 0.02% | No change | 1,078 | $324K |
| Essex Bank | 0.07% | No change | 1,074 | $323K |
| LRI Investments, LLC | 0.03% | No change | 1,068 | $322K |
| Grant Private Wealth Management Inc | 0.19% | Reduce -1.8% | 1,066 | $321K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -7.5% | 1,065 | $321K |
| Novak & Powell Financial Services, Inc. | 0.16% | No change | 1,050 | $316K |
| Balboa Wealth Partners | 0.05% | New | 1,049 | $316K |
| TruNorth Capital Management, LLC | 0.06% | Reduce -32.3% | 1,044 | $314K |
| Ithaka Group LLC | 0.06% | New | 1,040 | $313K |
| PKS Advisory Services, LLC | 0.07% | Reduce -25.4% | 1,036 | $312K |
| Glenview Trust Co | 0.00% | No change | 1,030 | $310K |
| Marshall & Sterling Wealth Advisors Inc. | 0.20% | Add +66.1% | 1,025 | $309K |
| Patten & Patten Inc. | 0.02% | Reduce -51.6% | 1,025 | $309K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | — | 1,024 | $308K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -3.4% | 1,022 | $308K |
| Ameriflex Group, Inc. | 0.16% | Reduce -50.0% | 1,021 | $307K |
| Accredited Investors Inc. | 0.02% | Reduce -48.4% | 1,020 | $307K |
| Modera Wealth Management, LLC | 0.00% | Add +1.6% | 1,019 | $307K |
| Calydon Capital | 0.05% | Add +0.1% | 1,011 | $304K |
| Virtue Capital Management, LLC | 0.05% | New | 970 | $304K |
| Dale Q Rice Investment Management Ltd | 0.22% | No change | 1,003 | $302K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.04% | New | 1,000 | $301K |
| Cascade Financial Partners, LLC | 0.03% | No change | 1,000 | $301K |
| Southern Capital Advisors, LLC | 0.14% | Add +0.1% | 997 | $300K |
| Procyon Advisors, LLC | 0.01% | New | 987 | $297K |
| Waldron Private Wealth LLC | 0.01% | Reduce -9.1% | 984 | $296K |
| Sculati Wealth Management, LLC | 0.10% | No change | 983 | $296K |
| Wealth Management Partners, LLC | 0.08% | Reduce -4.9% | 981 | $295K |
| Jump Financial, LLC | 0.00% | New | 981 | $295K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -2.2% | 967 | $291K |
| Triad Wealth Partners, LLC | 0.03% | New | 962 | $290K |
| Flagship Wealth Advisors, LLC | 0.08% | Add +52.6% | 954 | $287K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.1% | 950 | $286K |
| Yarger Wealth Strategies, LLC | 0.12% | Add +0.1% | 946 | $285K |
| Chicago Capital, LLC | 0.01% | No change | 939 | $283K |
| Kelly Financial Services LLC | 0.07% | Reduce -96.3% | 933 | $281K |
| Ariadne Wealth Management, LP | 0.12% | No change | 795 | $279K |
| Certified Advisory Corp | 0.03% | Reduce -1.2% | 927 | $279K |
| Detalus Advisors, LLC | 0.07% | Add +0.5% | 924 | $278K |
| Acropolis Investment Management, LLC | 0.01% | No change | 923 | $278K |
| Spreng Capital Management, Inc. | 0.11% | No change | 916 | $276K |
| M&T Bank Corp | 0.00% | No change | 915 | $276K |
| Sage Mountain Advisors LLC | 0.01% | New | 913 | $275K |
| Rice Partnership, LLC | 0.04% | No change | 902 | $272K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -14.3% | 900 | $271K |
| Strategic Financial Concepts, LLC | 0.25% | Add +2.9% | 900 | $271K |
| Philadelphia Trust Co. | 0.02% | No change | 899 | $271K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 892 | $269K |
| Milestone Asset Management Group, LLC | 0.15% | Add +14.4% | 884 | $266K |
| Davis Investment Partners, LLC | 0.09% | Add +0.1% | 847 | $266K |
| HF Advisory Group, LLC | 0.09% | Reduce -3.4% | 875 | $263K |
| Neuberger Berman Group LLC | 0.00% | No change | 872 | $262K |
| Secure Asset Management, LLC | 0.04% | Add +4.6% | 871 | $262K |
| HBW Advisory Services LLC | 0.03% | Reduce -2.9% | 865 | $260K |
| Heartwood Wealth Advisors LLC | 0.02% | Add +13.5% | 857 | $258K |
| Stewardship Concepts Financial Services LLC | 0.21% | — | 835 | $252K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -22.3% | 836 | $252K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.2% | 836 | $252K |
| Clarus Group, Inc. | 0.09% | No change | 835 | $251K |
| Astoria Portfolio Advisors LLC. | 0.06% | Reduce -12.9% | 704 | $251K |
| First Financial Group Corp | 0.21% | Reduce -4.0% | 833 | $251K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 833 | $251K |
| DAVENPORT & Co LLC | 0.00% | No change | 826 | $249K |
| KTF Investments, LLC | 0.04% | — | 824 | $248K |
| Institute for Wealth Management, LLC. | 0.03% | Add +0.1% | 823 | $248K |
| JB Capital LLC | 0.01% | Add +10.5% | 823 | $248K |
| GK Wealth Management LLC | 0.18% | Add +0.5% | 817 | $246K |
| Freestone Capital Holdings, LLC | 0.01% | Add +2.4% | 816 | $246K |
| Private Trust Co. NA | 0.02% | Reduce -4.7% | 813 | $245K |
| Heritage Family Offices, LLP | 0.11% | No change | 811 | $244K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +183.9% | 741 | $243K |
| Signal Advisors Wealth, LLC | 0.02% | New | 805 | $242K |
| Betterment LLC | 0.00% | Add +6.1% | 803 | $242K |
| Warren Street Wealth Advisors, LLC | 0.07% | No change | 800 | $241K |
| Kane Investment Management, Inc. | 0.12% | Add +0.6% | 795 | $239K |
| Tsfg, LLC | 0.04% | Reduce -38.9% | 789 | $238K |
| Clear Creek Financial Management, LLC | 0.02% | New | 787 | $237K |
| Olistico Wealth, LLC | 0.12% | No change | 785 | $236K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | No change | 783 | $236K |
| Main Street Research LLC | 0.01% | No change | 771 | $232K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 771 | $232K |
| Brooklyn FI, LLC | 0.05% | No change | 767 | $231K |
| Carrera Capital Advisors | 0.04% | Reduce -17.9% | 762 | $230K |
| FOCUS Wealth Advisors, LLC | 0.11% | No change | 753 | $227K |
| Wilkins Investment Counsel Inc. | 0.03% | No change | 750 | $226K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 748 | $225K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 744 | $224K |
| Centaurus Financial, Inc. | 0.01% | Add +22.9% | 740 | $223K |
| Swisher Financial Concepts, Inc. | 0.13% | New | 736 | $222K |
| Sig Brokerage, LP | 0.07% | New | 733 | $221K |
| Florida Trust Wealth Management Co | 0.01% | New | 730 | $220K |
| Omega Financial Group, LLC | 0.07% | New | 729 | $220K |
| Cresta Advisors, Ltd. | 0.09% | Reduce -27.4% | 726 | $219K |
| Affinity Wealth Management LLC | 0.03% | New | 726 | $219K |
| Ritholtz Wealth Management | 0.00% | New | 724 | $218K |
| HCR Wealth Advisors | 0.02% | No change | 723 | $218K |
| Elevate Wealth Advisory, Inc. | 0.15% | Add +0.1% | 722 | $218K |
| Journey Advisory Group, LLC | 0.02% | New | 720 | $217K |
| Bowman & Co S.C. | 0.09% | New | 718 | $216K |
| ProVise Management Group, LLC | 0.02% | New | 717 | $216K |
| Founders Financial Alliance, LLC | 0.04% | Add +1.9% | 715 | $215K |
| Main Management LLC | 0.02% | Reduce -85.7% | 715 | $215K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -9.3% | 714 | $215K |
| Fiduciary Financial Group, LLC | 0.03% | New | 713 | $215K |
| Three Cord True Wealth Management, LLC | 0.12% | New | 711 | $214K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 710 | $214K |
| Zhang Financial LLC | 0.01% | New | 704 | $212K |
| Capital Squared Financial LLC | 0.17% | New | 703 | $212K |
| Breakwater Capital Group | 0.03% | New | 703 | $212K |
| BCO Wealth Management LLC | 0.13% | New | 700 | $211K |
| Shared Vision Wealth Group LLC | 0.08% | New | 606 | $208K |
| Keebeck Wealth Management | 0.02% | New | 690 | $208K |
| Appalachian Capital Management Ltd | 0.17% | — | 688 | $207K |
| Crosspoint Financial, LLC | 0.49% | New | 685 | $206K |
| Darden Wealth Group Inc | 0.10% | New | 683 | $206K |
| Charter Capital Management, LLC\DE | 0.11% | New | 682 | $205K |
| Round Rock Advisors LLC | 0.03% | Reduce -11.0% | 681 | $205K |
| Fortis Capital Advisors, LLC | 0.03% | New | 679 | $204K |
| Belpointe Asset Management LLC | 0.01% | New | 679 | $204K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +2.6% | 677 | $204K |
| Almanack Investment Partners, LLC. | 0.03% | New | 676 | $203K |
| Cresset Asset Management, LLC | 0.00% | Reduce -36.0% | 675 | $203K |
| Legacy PCG, LLC | 0.13% | Reduce -23.7% | 674 | $203K |
| Kesler, Norman & Wride, LLC | 0.03% | New | 674 | $203K |
| Strategic Family Wealth Counselors, L.L.C. | 0.04% | New | 594 | $200K |
| J.Safra Asset Management Corp | 0.01% | No change | 665 | $200K |
| Angeles Wealth Management, LLC | 0.01% | No change | 657 | $198K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 645 | $194K |
| Basso Capital Management, L.P. | 0.11% | Reduce -13.3% | 641 | $193K |
| Signaturefd, LLC | 0.00% | No change | 607 | $183K |
| Oakworth Capital, Inc. | 0.01% | No change | 600 | $181K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 600 | $181K |
| Parallel Advisors, LLC | 0.00% | Add +19.7% | 584 | $176K |
| Tucker Asset Management LLC | 0.05% | No change | 562 | $169K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 555 | $167K |
| Silicon Valley Capital Partners | 0.02% | Add +0.2% | 551 | $166K |
| Tacita Capital Inc | 0.09% | No change | 540 | $163K |
| Matrix Private Capital Group LLC | 0.08% | No change | 530 | $160K |
| Archer Investment Corp | 0.04% | No change | 521 | $157K |
| Ancora Advisors LLC | 0.00% | No change | 501 | $151K |
| Eastern Bank | 0.00% | No change | 498 | $150K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 483 | $145K |
| SWAN Capital LLC | 0.05% | New | 468 | $141K |
| Provident Wealth Management, LLC | 0.04% | Reduce -6.5% | 464 | $140K |
| Credit Agricole S A | 0.00% | Reduce -96.4% | 459 | $138K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 450 | $136K |
| Trust Co. of Toledo NA | 0.01% | No change | 450 | $136K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 445 | $134K |
| Parkside Financial Bank & Trust | 0.01% | Add +83.3% | 440 | $133K |
| IAG Wealth Partners, LLC | 0.02% | Add +24.5% | 437 | $132K |
| WFA of San Diego, LLC | 0.09% | No change | 426 | $128K |
| EFG International AG | 0.00% | — | 424 | $128K |
| FAS Wealth Partners, Inc. | 0.01% | Add +10.5% | 420 | $126K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -30.9% | 410 | $124K |
| Sound Income Strategies, LLC | 0.01% | New | 359 | $123K |
| Trust Co. of Vermont | 0.01% | No change | 400 | $120K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 400 | $120K |
| Benson Wealth Management INC | 0.13% | — | 379 | $114K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 377 | $114K |
| Arbor Wealth Management LLC\AZ | 0.08% | — | 354 | $107K |
| Canton Hathaway, LLC | 0.02% | No change | 348 | $105K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.6% | 340 | $102K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 332 | $100K |
| Valley National Advisers Inc. | 0.01% | No change | 333 | $100K |
| Roxbury Financial LLC | 0.09% | No change | 327 | $98K |
| NFSG Corp | 0.01% | Reduce -7.4% | 314 | $95K |
| Fortitude Family Office, LLC | 0.02% | No change | 306 | $92K |
| Ransom Advisory, Ltd | 0.04% | New | 300 | $90K |
| Manchester Capital Management LLC | 0.01% | Reduce -89.3% | 300 | $90K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.4% | 253 | $76K |
| Jessup Wealth Management, Inc | 0.02% | New | 240 | $72K |
| Clearstead Advisors, LLC | 0.00% | Reduce -21.9% | 236 | $71K |
| Intesa Sanpaolo Wealth Management | 0.01% | — | 231 | $70K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 222 | $67K |
| Key Financial Inc | 0.01% | New | 217 | $65K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 213 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.4% | 212 | $64K |
| EPG Wealth Management LLC | 0.02% | No change | 210 | $63K |
| Strategic Advocates LLC | 0.02% | Add +57.3% | 206 | $63K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -39.9% | 206 | $62K |
| Bessemer Group Inc. | 0.00% | New | 206 | $62K |
| Basepoint Wealth LLC | 0.04% | New | 204 | $61K |
| CX Institutional | 0.00% | Add +2.5% | 202 | $61K |
| GAMMA Investing LLC | 0.00% | No change | 186 | $56K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.2% | 184 | $55K |
| Blue Trust, Inc. | 0.00% | Add +13.6% | 176 | $53K |
| Morse Asset Management, Inc | 0.01% | No change | 167 | $50K |
| HM Payson & Co. | 0.00% | No change | 166 | $50K |
| Align Financial, LLC | 0.03% | — | 49,719 | $50K |
| Crews Bank & Trust | 0.01% | No change | 159 | $48K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 156 | $47K |
| Wellington-Altus USA Inc. | 0.03% | — | 150 | $45K |
| Garner Asset Management Corp | 0.02% | New | 150 | $45K |
| Wellington Shields & Co., LLC | 0.01% | No change | 150 | $45K |
| Truvestments Capital LLC | 0.01% | No change | 150 | $45K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 150 | $45K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $45K |
| Rossby Financial, LCC | 0.01% | New | 140 | $42K |
| Turim 21 Investimentos Ltda. | 0.02% | No change | 2,450 | $41K |
| Optima Capital LLC | 0.02% | New | 135 | $41K |
| Compass Financial Services Inc | 0.02% | Add +15.5% | 134 | $40K |
| Hollencrest Capital Management | 0.00% | Reduce -2.3% | 130 | $39K |
| Allianz SE | 0.00% | No change | 128 | $39K |
| Financial Consulate, Inc. | 0.01% | No change | 127 | $38K |
| SHP Wealth Management | 0.00% | — | 125 | $38K |
| Wealth Watch Advisors, INC | 0.01% | Add +278.6% | 106 | $32K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 105 | $32K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 105 | $32K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $30K |
| Bokf, NA | 0.00% | New | 100 | $30K |
| Copia Wealth Management | 0.02% | No change | 96 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | Add +159.5% | 96 | $29K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 91 | $27K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 90 | $27K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.5% | 89 | $27K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 88 | $27K |
| SYM FINANCIAL Corp | 0.00% | No change | 83 | $25K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -95.9% | 81 | $24K |
| Glassman Wealth Services | 0.00% | No change | 81 | $24K |
| Gould Capital, LLC | 0.01% | Add +58.0% | 79 | $24K |
| First PREMIER Bank | 0.01% | No change | 75 | $23K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 75 | $23K |
| Topsail Wealth Management, LLC | 0.00% | No change | 75 | $23K |
| Evolution Wealth Management Inc. | 0.02% | Add +46.0% | 73 | $22K |
| American Capital Advisory, LLC | 0.01% | No change | 72 | $22K |
| Abound Wealth Management | 0.00% | Reduce -10.3% | 70 | $21K |
| ORG Partners LLC | 0.00% | Add +7.7% | 70 | $21K |
| Triumph Capital Management | 0.00% | New | 67 | $20K |
| Go Invest LLC | 0.01% | — | 66 | $20K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 60 | $19K |
| First Command Advisory Services, Inc. | 0.00% | No change | 62 | $19K |
| Hyposwiss Advisors SA | 0.02% | — | 60 | $18K |
| Quent Capital, LLC | 0.00% | New | 60 | $18K |
| Greenline Wealth Management LLC | 0.02% | — | 54 | $16K |
| Integrity Financial Corp | 0.01% | Reduce -26.4% | 53 | $16K |
| Biltmore Family Office, LLC | 0.00% | No change | 50 | $15K |
| Perkins Coie Trust Co | 0.00% | No change | 46 | $14K |
| Noble Wealth Management PBC | 0.01% | Add +200.0% | 45 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 39 | $12K |
| Atomic Invest LLC | 0.01% | — | 38 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 37 | $11K |
| Coston, McIsaac & Partners | 0.00% | Reduce -23.4% | 36 | $11K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 36 | $11K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 35 | $11K |
| First United Bank & Trust | 0.00% | New | 35 | $11K |
| Credit Industriel Et Commercial | 0.00% | Reduce -98.8% | 31 | $9K |
| Gen-Wealth Partners Inc | 0.00% | No change | 30 | $9K |
| Caitlin John, LLC | 0.01% | New | 30 | $9K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +138.5% | 31 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 28 | $9K |
| Toronto Dominion Bank | 0.00% | Reduce -66.3% | 27 | $8K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -81.5% | 25 | $8K |
| Highline Wealth Partners LLC | 0.00% | No change | 23 | $7K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 23 | $7K |
| CENTRAL TRUST Co | 0.00% | Reduce -95.6% | 22 | $7K |
| Sawyer & Company, Inc | 0.00% | No change | 21 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 20 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -79.0% | 20 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 18 | $5K |
| Bollard Group LLC | 0.00% | Reduce -26.1% | 17 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 16 | $5K |
| CrossGen Wealth, LLC | 0.00% | — | 15 | $5K |
| Gilpin Wealth Management, LLC | 0.00% | — | 15 | $5K |
| SageView Advisory Group, LLC | 0.00% | New | 15 | $5K |
| Monetary Solutions, Ltd | 0.00% | — | 15 | $5K |
| Camelot Portfolios, LLC | 0.00% | New | 15 | $5K |
| Goodman Advisory Group, LLC | 0.00% | No change | 13 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $4K |
| Tompkins Financial Corp. | 0.00% | New | 11 | $3K |
| Investors Portfolio Services LLC | 0.00% | — | 9 | $3K |
| Nvwm, LLC | 0.00% | No change | 9 | $3K |
| FWL Investment Management, LLC | 0.00% | No change | 7 | $2K |
| LM Advisors LLC | 0.01% | Reduce -58.2% | 597 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -96.3% | 6 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 4 | $1K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 4 | $1K |
| Albion Financial Group | 0.00% | Reduce -99.9% | 3 | $904 |
| Arcadia Investment Management Corp. | 0.00% | No change | 2 | $603 |
| New Millennium Group LLC | 0.00% | Reduce -94.7% | 2 | $602 |
"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.