iShares Semiconductor ETFSOXXETF
13F holders, Q1 2026 (March 31)932holders +52
111new positions
55sold out
7famous investors
$328.51avg. 13F price*
At the end of Q1 2026, 932 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, up 52 from Q4 2025. 111 opened new positions and 55 sold out. The largest holders were Goldman Sachs Group Inc. ($1.1B), Bank of America Corp. ($1.0B) and Morgan Stanley ($734.3M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Semiconductor ETF
- CUSIP
- 464287523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $666.9M |
| Exits | 55 | $164.7M |
All 13F filers, Q4 2025 → Q1 2026: 8,726,649 shares bought and 2,497,210 shares sold, net +6,229,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 932 holders
| Goldman Sachs Group Inc. | 0.15% | Add +16.7% | 3,388,810 | $1.1B |
| Bank of America Corp. | 0.07% | Add +20.9% | 3,115,278 | $1.0B |
| Morgan Stanley | 0.04% | Reduce -5.7% | 2,234,319 | $734.3M |
| BNP Paribas Financial Markets | 0.41% | Add +58.4% | 1,851,369 | $608.5M |
| Susquehanna International Group, LLP | 0.61% | Add +475.9% | 1,443,988 | $474.6M |
| UBS Group AG | 0.07% | Reduce -19.3% | 1,162,182 | $382.0M |
| LPL Financial LLC | 0.09% | Add +3.5% | 1,078,141 | $354.3M |
| Bank of Nova Scotia | 0.49% | Add +88.5% | 851,229 | $279.8M |
| Wells Fargo & Company | 0.05% | Reduce -22.6% | 746,397 | $245.3M |
| Jane Street Group, LLC | 0.21% | New | 594,867 | $195.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.32% | Reduce -50.0% | 590,000 | $193.9M |
| Citigroup Inc. | 0.12% | Add +65.2% | 566,893 | $186.3M |
| Royal Bank of Canada | 0.03% | Add +26.4% | 433,384 | $142.4M |
| FIL Ltd | 0.11% | Add +657.0% | 425,183 | $139.7M |
| Foundations Investment Advisors, LLC | 1.70% | Add +2.5% | 416,193 | $136.8M |
| Rockefeller Capital Management L.P. | 0.24% | Add +2.4% | 407,179 | $133.8M |
| Noked Israel Ltd | 16.95% | New | 349,070 | $114.7M |
| D. E. Shaw & Co. | 0.09% | New | 322,500 | $106.0M |
| Alkeon Capital Management LLC | 0.46% | Add +61.3% | 310,700 | $102.1M |
| Elo Mutual Pension Insurance Co | 1.66% | Add +95.7% | 306,800 | $100.8M |
| Donaldson Capital Management, LLC | 3.21% | Add +1.1% | 301,410 | $99.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -3.9% | 289,889 | $95.3M |
| LMR Partners LLP | 1.07% | Reduce -2.6% | 273,000 | $89.7M |
| Osaic Holdings, Inc. | 0.13% | Add +15.3% | 261,121 | $85.9M |
| Bank of Montreal | 0.03% | Add +511.6% | 245,454 | $80.7M |
| Barclays PLC | 0.03% | Add +32.9% | 238,223 | $78.3M |
| Howard Capital Management, LLC | 1.25% | Add +5562.9% | 232,576 | $76.4M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -4.1% | 230,814 | $75.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.7% | 229,211 | $75.4M |
| Sumitomo Mitsui Financial Group, Inc. | 1.38% | Add +1557.8% | 206,941 | $68.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -5.3% | 206,136 | $67.7M |
| Analyst IMS Investment Management Services Ltd. | 2.01% | Add +28.8% | 201,536 | $66.2M |
| Cetera Investment Advisers | 0.06% | Add +7.1% | 181,101 | $59.5M |
| Jones Financial Companies LLLP | 0.03% | Add +17.7% | 182,779 | $59.1M |
| Edmond DE Rothschild Holding S.A. | 0.85% | Reduce -0.7% | 178,588 | $58.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.5% | 187,881 | $58.2M |
| National Bank of Canada | 0.06% | Add +47.3% | 173,514 | $57.0M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -17.8% | 173,014 | $56.9M |
| MML Investors Services, LLC | 0.15% | Add +11.4% | 168,220 | $55.3M |
| Y.D. More Investments Ltd | 2.05% | Add +4175.2% | 158,996 | $52.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.7% | 154,192 | $50.7M |
| Wellspring Financial Advisors, LLC | 3.74% | Add +1.2% | 151,791 | $49.9M |
| GM Advisory Group, LLC | 1.84% | Add +0.3% | 145,424 | $47.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.30% | Add +3334.9% | 134,580 | $44.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.40% | Reduce -7.8% | 133,860 | $44.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | Add +260.9% | 128,535 | $42.2M |
| Corient Private Wealth LP | 0.06% | Reduce -0.7% | 126,240 | $41.5M |
| HighTower Advisors, LLC | 0.04% | Add +2.5% | 118,520 | $39.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.27% | Add +103.2% | 121,364 | $38.6M |
| Greenwood Gearhart LLC | 2.09% | Reduce -0.1% | 117,444 | $38.6M |
| Simplex Trading, LLC | 1.18% | Reduce -25.5% | 116,273 | $38.2M |
| Integrated Wealth Concepts LLC | 0.29% | Add +1141.4% | 112,497 | $37.0M |
| Schroder Investment Management Group | 0.03% | New | 116,200 | $36.0M |
| First Manhattan Co. Llc. | 0.09% | Add +0.2% | 101,272 | $33.3M |
| Quadrature Capital Ltd | 0.38% | Add +742.9% | 97,514 | $32.0M |
| Stifel Financial Corp. | 0.03% | Reduce -10.6% | 97,200 | $31.9M |
| Truist Financial Corp. | 0.04% | Add +10.9% | 95,861 | $31.5M |
| Jump Financial, LLC | 0.49% | Add +9215.8% | 91,388 | $30.0M |
| Focus Partners Wealth | 0.03% | Add +11.9% | 88,166 | $29.0M |
| Anfield Capital Management, LLC | 7.65% | Add +9.1% | 84,607 | $27.8M |
| SG Americas Securities, LLC | 0.03% | Add +194.9% | 83,156 | $27.3M |
| Yarbrough Capital, LLC | 0.95% | No change | 82,383 | $27.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.16% | New | 80,851 | $26.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.16% | Add +1111.6% | 78,477 | $25.8M |
| Mariner, LLC | 0.03% | Add +13.9% | 77,891 | $25.6M |
| Oppenheimer & Co. Inc. | 0.28% | Add +0.0% | 71,091 | $23.4M |
| Captrust Financial Advisors | 0.04% | Add +785.3% | 70,211 | $23.1M |
| TRUE Private Wealth Advisors | 2.11% | Add +4.5% | 67,357 | $22.1M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -6.1% | 64,611 | $21.9M |
| Advisory Services Network, LLC | 0.29% | Reduce -11.2% | 66,209 | $21.8M |
| MinichMacGregor Wealth Management, LLC | 3.49% | New | 59,899 | $19.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +29.9% | 57,515 | $19.5M |
| United Asset Strategies, Inc. | 1.54% | Add +0.2% | 58,924 | $19.4M |
| Commerce Bank | 0.09% | Add +0.1% | 55,026 | $18.1M |
| Redstone Wealth Management, LLC | 14.21% | Reduce -0.2% | 54,255 | $17.8M |
| Bank Hapoalim BM | 2.91% | Reduce -3.0% | 54,208 | $17.8M |
| Equitable Holdings, Inc. | 0.11% | Add +67.0% | 53,633 | $17.1M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -9.4% | 50,050 | $16.4M |
| Cadent Capital Advisors, LLC | 4.35% | Add +27.1% | 50,011 | $16.4M |
| Provida Pension Fund Administrator | 0.27% | Add +322.3% | 49,036 | $16.1M |
| Financial Partners Group, Inc | 1.91% | Reduce -0.0% | 48,463 | $15.9M |
| Wealthfront Advisers LLC | 0.03% | Add +20.4% | 48,342 | $15.9M |
| Rakuten Investment Management, Inc. | 0.03% | Add +100.0% | 56,968 | $15.3M |
| Legacy Edge Advisors, LLC | 1.60% | Reduce -8.7% | 46,414 | $15.3M |
| Galvin, Gaustad & Stein, LLC | 1.23% | Add +8.4% | 46,186 | $15.2M |
| Chicago Wealth Management, Inc. | 6.03% | Reduce -0.1% | 45,978 | $15.1M |
| Discovery Capital Management, LLC / CT | 0.76% | New | 44,200 | $14.5M |
| Legend Financial Advisors, Inc. | 9.17% | Reduce -10.9% | 43,273 | $14.2M |
| Qube Research & Technologies Ltd | 0.02% | New | 42,419 | $13.9M |
| Sava Penzisko Drushtvo A.D. Skopje | 4.22% | Add +0.1% | 42,000 | $13.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +5.0% | 39,715 | $13.1M |
| Balyasny Asset Management L.P. | 0.03% | New | 39,615 | $13.0M |
| Private Advisor Group, LLC | 0.06% | Add +5.4% | 39,219 | $12.9M |
| Prospera Financial Services Inc | 0.21% | Add +786.5% | 39,209 | $12.9M |
| Capital Investment Counsel, LLC | 1.76% | Reduce -4.7% | 39,098 | $12.8M |
| Nissay Asset Management Corp. /Japan | 0.07% | New | 39,005 | $12.8M |
| Toth Financial Advisory Corp. | 1.39% | Reduce -2.6% | 38,554 | $12.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -11.4% | 36,252 | $11.9M |
| KCM Investment Advisors LLC | 0.39% | Reduce -0.5% | 35,873 | $11.8M |
| Gray Foundation | 2.85% | No change | 34,371 | $11.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -41.4% | 34,116 | $11.2M |
| Novare Capital Management LLC | 0.88% | Add +254.9% | 33,812 | $11.1M |
| Geremia Financial Services, LLC | 8.82% | Reduce -0.3% | 32,958 | $10.8M |
| Lowe Brockenbrough & Co. Inc. | 0.54% | Reduce -2.7% | 32,692 | $10.7M |
| Lake Hills Wealth Management, LLC | 5.89% | New | 32,033 | $10.5M |
| Independent Financial Group, LLC | 0.24% | Add +25.8% | 31,915 | $10.5M |
| XTX Topco Ltd | 0.18% | Add +95.3% | 31,884 | $10.5M |
| Mackenzie Financial Corp. | 0.01% | Add +0.3% | 31,701 | $10.4M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -0.7% | 31,389 | $10.3M |
| Harbor Advisory Corp. | 3.07% | Reduce -9.5% | 31,072 | $10.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +45.7% | 30,228 | $9.9M |
| Meridian Wealth Management, LLC | 0.34% | Reduce -4.5% | 28,733 | $9.4M |
| Traynor Capital Management, Inc. | 0.56% | Add +1.4% | 30,154 | $9.3M |
| Blair William & Co. | 0.03% | Add +0.3% | 28,374 | $9.3M |
| Fulton Bank, N.A. | 0.33% | Add +0.6% | 28,252 | $9.3M |
| Independent Advisor Alliance | 0.10% | New | 28,144 | $9.2M |
| Spinnaker Trust | 0.51% | Add +1.1% | 27,903 | $9.2M |
| Absolute Capital Management, LLC | 3.04% | No change | 27,850 | $9.2M |
| Cottonwood Capital Advisors, LLC | 6.23% | Add +1.9% | 26,881 | $8.8M |
| CMH Wealth Management LLC | 1.49% | Reduce -3.1% | 26,361 | $8.7M |
| Spire Wealth Management | 0.29% | Add +126.8% | 26,185 | $8.6M |
| MAI Capital Management | 0.05% | Reduce -7.4% | 25,700 | $8.4M |
| Avaii Wealth Management, LLC | 2.86% | Reduce -8.7% | 24,942 | $8.2M |
| 111 Capital | 2.02% | New | 24,935 | $8.2M |
| AdvisorNet Financial, Inc | 0.42% | Add +0.9% | 24,904 | $8.2M |
| SBI Okasan Asset Management Co.Ltd. | 0.33% | Add +672.9% | 26,280 | $8.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +3.3% | 24,754 | $8.1M |
| Silverleafe Capital Partners, LLC | 2.35% | Reduce -1.5% | 23,695 | $7.8M |
| Creative Planning | 0.01% | Add +6.4% | 23,150 | $7.6M |
| Alexander Labrunerie & Co., Inc. | 2.86% | Reduce -1.4% | 23,067 | $7.6M |
| Wellington Shields Capital Management, LLC | 1.14% | Add +8.8% | 23,046 | $7.6M |
| NewEdge Advisors, LLC | 0.03% | Add +4.4% | 23,030 | $7.6M |
| IFP Advisors, Inc | 0.15% | Add +24.1% | 22,541 | $7.4M |
| Millennium Management | 0.01% | Add +740.3% | 22,353 | $7.3M |
| IMC-Chicago, LLC | 0.11% | Add +8.0% | 22,161 | $7.3M |
| Diversify Wealth Management, LLC | 0.13% | New | 16,089 | $7.2M |
| Concord Investment Counsel Inc. | 2.43% | Reduce -1.1% | 21,987 | $7.2M |
| PFG Advisors | 0.35% | Reduce -5.9% | 21,979 | $7.2M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -1.9% | 21,967 | $7.2M |
| Well Done, LLC | 1.04% | Add +1887.9% | 21,529 | $7.1M |
| Cibc World Market Inc. | 0.01% | Add +21.5% | 21,518 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.8% | 21,198 | $7.0M |
| Park Avenue Securities LLC | 0.05% | Reduce -2.1% | 21,196 | $7.0M |
| Woodmont Investment Counsel LLC | 0.42% | Reduce -1.0% | 20,803 | $6.8M |
| Maniro Ltd | 1.97% | New | 19,746 | $6.5M |
| SteelPeak Wealth, LLC | 0.20% | Add +45.7% | 19,420 | $6.4M |
| Alaska Permanent Capital Management, LLC | 0.44% | Reduce -53.9% | 19,042 | $6.3M |
| Avondale Wealth Management | 3.02% | Reduce -47.9% | 18,723 | $6.2M |
| Adams Wealth Management | 1.32% | Reduce -2.6% | 18,281 | $6.0M |
| CacheTech Inc. | 1.16% | Reduce -2.6% | 18,281 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +24.1% | 18,029 | $5.9M |
| Anchor Investment Management, LLC | 0.48% | Add +2.6% | 17,671 | $5.8M |
| Elevation Point Wealth Partners, LLC | 0.14% | Add +570.5% | 17,559 | $5.8M |
| Strategic Blueprint, LLC | 0.33% | Reduce -1.9% | 17,510 | $5.8M |
| Lido Advisors, LLC | 0.02% | Reduce -29.2% | 17,433 | $5.7M |
| Wall Street Financial Group, Inc. | 3.26% | Reduce -6.3% | 16,753 | $5.5M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -52.6% | 16,686 | $5.5M |
| Benjamin Edwards Inc. | 0.05% | Add +6.5% | 16,525 | $5.4M |
| JPL Wealth Management, LLC | 1.24% | Reduce -4.0% | 16,379 | $5.4M |
| Commonwealth Financial Services, LLC | 0.85% | Reduce -10.2% | 16,342 | $5.4M |
| Martin & Co. Inc. | 0.91% | Add +2.4% | 16,311 | $5.4M |
| Integrated Capital Management, LLC | 2.24% | Reduce -5.6% | 16,145 | $5.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -10.4% | 16,049 | $5.3M |
| Wharton Business Group, LLC | 0.20% | Reduce -1.6% | 15,874 | $5.2M |
| Midwest Financial Group LLC | 2.21% | Add +1.4% | 15,750 | $5.2M |
| Family Legacy, Inc. | 1.54% | Reduce -13.3% | 15,588 | $5.1M |
| Banque Cantonale Vaudoise | 0.19% | Reduce -29.2% | 15,329 | $5.0M |
| Sowell Financial Services LLC | 0.19% | Reduce -4.6% | 15,275 | $5.0M |
| Beacon Financial Planning, Inc. | 1.94% | Add +36.7% | 15,263 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -93.1% | 15,222 | $5.0M |
| Quantinno Capital Management LP | 0.01% | Add +20.8% | 15,060 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -3.3% | 15,054 | $4.9M |
| Walleye Capital LLC | 0.03% | New | 15,021 | $4.9M |
| Sharper & Granite LLC | 1.68% | Add +6.5% | 14,925 | $4.9M |
| VestGen Advisors, LLC | 0.14% | Reduce -14.8% | 9,464 | $4.9M |
| Dala Group, LLC | 4.06% | Add +167.5% | 14,777 | $4.9M |
| &partners | 0.02% | Reduce -3.7% | 14,478 | $4.8M |
| Merit Financial Group, LLC | 0.04% | Add +11.9% | 14,447 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +3.3% | 14,296 | $4.7M |
| Conservest Capital Advisors, Inc. | 0.42% | Add +454.3% | 14,162 | $4.7M |
| Harbour Investments, Inc. | 0.07% | Add +25.6% | 14,155 | $4.7M |
| US Bancorp \de | 0.01% | Reduce -10.1% | 14,026 | $4.6M |
| Krilogy Financial LLC | 0.15% | Add +4.5% | 11,344 | $4.6M |
| Transcend Capital Advisors, LLC | 0.37% | Add +1.1% | 14,011 | $4.6M |
| KKM Financial LLC | 0.82% | No change | 15,278 | $4.6M |
| Quantitative Investment Management, LLC | 0.48% | New | 13,996 | $4.6M |
| Klingman & Associates, LLC | 0.22% | No change | 13,969 | $4.6M |
| Polymer Capital Management (HK) LTD | 0.64% | Add +15.8% | 13,959 | $4.6M |
| Flow Traders U.S. LLC | 0.15% | Add +111.8% | 13,940 | $4.6M |
| Destination Wealth Management | 0.12% | No change | 13,899 | $4.6M |
| 1 North Wealth Services LLC | 1.64% | Reduce -2.1% | 13,842 | $4.5M |
| Perbak Capital Partners LLP | 1.12% | Reduce -50.1% | 13,812 | $4.5M |
| Jaffetilchin Investment Partners, LLC | 0.27% | Reduce -4.0% | 13,789 | $4.5M |
| FMR LLC | 0.00% | Add +9.6% | 13,733 | $4.5M |
| New York Life Investment Management LLC | 0.04% | Reduce -54.0% | 13,600 | $4.5M |
| Money Concepts Capital Corp. | 0.25% | Reduce -1.9% | 13,518 | $4.4M |
| Global Wealth Strategies & Associates | 1.08% | Add +23.2% | 13,360 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.9% | 13,338 | $4.4M |
| Theory Financial LLC | 1.54% | Reduce -22.0% | 13,323 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +0.3% | 13,256 | $4.4M |
| Ewa, LLC | 0.99% | Reduce -12.1% | 13,243 | $4.4M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +7.1% | 13,187 | $4.3M |
| Green Ridge Wealth Planning LLC | 2.26% | New | 13,093 | $4.3M |
| Parallax Volatility Advisers, L.P. | 0.24% | New | 12,988 | $4.3M |
| One Capital Management, LLC | 0.12% | Add +2.6% | 12,985 | $4.3M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -18.9% | 12,526 | $4.2M |
| Aprio Wealth Management, LLC | 0.23% | Add +16.1% | 12,846 | $4.2M |
| BlackRock, Inc. | 0.00% | Reduce -18.7% | 12,490 | $4.1M |
| Moss Adams Wealth Advisors LLC | 0.30% | Reduce -0.0% | 12,475 | $4.1M |
| 360 Financial, Inc. | 1.21% | Reduce -2.2% | 12,250 | $4.0M |
| Alaska Wealth Advisors, LLC | 0.47% | Reduce -15.8% | 11,882 | $3.9M |
| Magnus Financial Group LLC | 0.32% | Reduce -0.9% | 11,721 | $3.9M |
| Summit Financial, LLC | 0.05% | Add +15.8% | 11,707 | $3.8M |
| AQR Capital Management | 0.00% | Add +113.9% | 11,612 | $3.8M |
| Valley Wealth Managers, Inc. | 0.24% | Add +12.6% | 11,458 | $3.8M |
| Evolution Wealth Advisors, LLC | 0.38% | Add +0.1% | 11,309 | $3.7M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.27% | Reduce -0.4% | 11,219 | $3.7M |
| Composition Wealth, LLC | 0.05% | Reduce -11.3% | 11,116 | $3.7M |
| Fifth Third Bancorp | 0.01% | New | 10,900 | $3.6M |
| Atria Investments, Inc | 0.04% | Reduce -5.8% | 10,897 | $3.6M |
| Tudor Investment Corporation | 0.02% | New | 10,896 | $3.6M |
| First International Bank of Israel Ltd. | 1.05% | Add +141.3% | 10,860 | $3.6M |
| Banco Santander, S.A. | 0.03% | Add +4.1% | 10,855 | $3.6M |
| PFG Investments, LLC | 0.17% | Reduce -5.4% | 10,844 | $3.6M |
| Vision Retirement, LLC | 1.00% | Add +6.6% | 10,747 | $3.5M |
| Wealthspire Advisors, LLC | 0.03% | Add +11.2% | 10,656 | $3.5M |
| Cavalier Investments, LLC | 0.90% | New | 10,637 | $3.5M |
| GTS Securities LLC | 0.12% | New | 10,553 | $3.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | Reduce -53.6% | 10,344 | $3.4M |
| Focus Financial Network, Inc. | 0.12% | Reduce -6.3% | 10,255 | $3.4M |
| Grandview Asset Management LLC | 0.98% | Add +43.8% | 10,026 | $3.4M |
| Laurel Oak Wealth Management, LLC | 0.56% | Add +0.3% | 10,226 | $3.4M |
| Scotia Capital Inc. | 0.01% | Add +1.9% | 10,178 | $3.3M |
| Koshinski Asset Management, Inc. | 0.21% | Add +1.9% | 10,046 | $3.3M |
| Osbon Capital Management LLC | 2.65% | No change | 9,875 | $3.2M |
| Matrix Trust Co | 0.54% | Add +4.9% | 9,841 | $3.2M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -3.9% | 9,691 | $3.2M |
| Prosperity Consulting Group, LLC | 0.14% | Add +3.3% | 9,581 | $3.1M |
| Gallagher Fiduciary Advisors, LLC | 0.12% | Reduce -9.5% | 9,339 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Add +0.0% | 9,338 | $3.1M |
| Keybank National Association | 0.01% | Add +0.8% | 9,328 | $3.1M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Add +45.2% | 9,324 | $3.1M |
| Mutual Advisors, LLC | 0.07% | Add +40.1% | 9,257 | $3.0M |
| Washington Growth Strategies LLC | 1.99% | Add +10.8% | 9,249 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +46.8% | 9,023 | $3.0M |
| Condor Capital Management | 0.25% | Reduce -3.1% | 8,929 | $2.9M |
| Tudor Financial Inc. | 1.47% | Add +160.2% | 8,771 | $2.9M |
| Credit Industriel Et Commercial | 0.50% | Add +27809.7% | 8,652 | $2.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Add +97.6% | 8,500 | $2.8M |
| Stephens Inc. | 0.03% | Add +0.0% | 8,267 | $2.7M |
| Snowden Capital Advisors LLC | 0.07% | Add +149.3% | 8,180 | $2.7M |
| Truxt Investmentos Ltda. | 1.72% | — | 8,172 | $2.7M |
| Walleye Trading LLC | 0.06% | Reduce -25.1% | 8,132 | $2.7M |
| Armor Investment Advisors, LLC | 0.96% | Reduce -6.9% | 8,094 | $2.7M |
| Cwm, LLC | 0.01% | Add +39.2% | 8,071 | $2.7M |
| Pennsylvania Capital Management Inc. | 0.76% | Add +3.6% | 8,021 | $2.6M |
| Insight Wealth Partners, LLC | 1.04% | Add +1.4% | 7,828 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +37.0% | 7,747 | $2.5M |
| Kovack Advisors, Inc. | 0.14% | Reduce -17.4% | 7,582 | $2.5M |
| Sunbelt Securities, Inc. | 0.16% | Add +44.0% | 7,705 | $2.5M |
| Essex Financial Services, Inc. | 0.14% | Reduce -2.7% | 7,654 | $2.5M |
| NewEdge Wealth, LLC | 0.03% | Reduce -0.7% | 7,649 | $2.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 7,638 | $2.5M |
| Concentrum Wealth Management | 0.74% | Reduce -10.2% | 7,633 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +13.0% | 7,604 | $2.5M |
| Forte Asset Management LLC | 1.09% | Reduce -0.6% | 7,589 | $2.5M |
| Modern Wealth Management, LLC | 0.04% | Reduce -1.9% | 7,352 | $2.5M |
| Fisher Asset Management | 0.00% | Add +13.9% | 7,535 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.0% | 7,525 | $2.5M |
| Corrado Advisors, LLC | 1.29% | Reduce -17.3% | 7,518 | $2.5M |
| Mirabaud & Cie SA | 1.00% | No change | 7,500 | $2.5M |
| AAFMAA Wealth Management & Trust LLC | 0.95% | Add +24.8% | 7,438 | $2.4M |
| Ashton Thomas Securities, LLC | 0.31% | New | 7,422 | $2.4M |
| Quantbot Technologies LP | 0.10% | Reduce -22.2% | 7,411 | $2.4M |
| Intellectus Partners, LLC | 0.50% | Reduce -5.1% | 7,383 | $2.4M |
| Ibex Wealth Advisors | 0.22% | Reduce -3.3% | 7,340 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +69.4% | 7,296 | $2.4M |
| Avior Wealth Management, LLC | 0.07% | Add +8.5% | 7,248 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 0.87% | Reduce -1.8% | 7,223 | $2.4M |
| Sovran Advisors, LLC | 0.19% | Add +7.7% | 5,126 | $2.4M |
| William John Sempolinski | 1.17% | Add +42.5% | 7,106 | $2.3M |
| Twin Focus Capital Partners, LLC | 0.27% | Add +14.3% | 7,106 | $2.3M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 7,053 | $2.3M |
| Comprehensive Financial Planning, Inc. | 1.57% | Add +6.0% | 6,907 | $2.3M |
| HRT Financial LP | 0.01% | Add +194.9% | 6,896 | $2.3M |
| Cerity Partners LLC | 0.00% | Reduce -1.6% | 6,852 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +1.9% | 6,791 | $2.2M |
| High Point Wealth Management, LLC | 2.20% | Add +37.1% | 6,772 | $2.2M |
| S&A Financial Services, Inc. | 1.53% | — | 6,763 | $2.2M |
| Keystone Financial Group | 0.15% | Add +24.1% | 6,747 | $2.2M |
| Gold Investment Management Ltd. | 0.69% | Add +3.2% | 6,734 | $2.2M |
| Pacific Sun Financial Corp | 1.03% | Add +8.6% | 6,471 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +56.2% | 6,454 | $2.1M |
| Dedeker Financial LLC | 1.84% | Add +9.1% | 6,415 | $2.1M |
| Vontobel Holding Ltd. | 0.01% | Reduce -19.9% | 6,405 | $2.1M |
| DRW Securities, LLC | 0.11% | New | 6,401 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -3.6% | 6,328 | $2.1M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -25.0% | 4,737 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 6,110 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +5.4% | 6,048 | $2.0M |
| Intellus Advisors LLC | 0.27% | Add +0.1% | 6,004 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -1.8% | 5,969 | $2.0M |
| Western Wealth Management, LLC | 0.07% | Add +4.7% | 5,840 | $1.9M |
| HSBC Holdings PLC | 0.00% | New | 5,804 | $1.9M |
| Keel Point, LLC | 0.13% | Add +436.0% | 5,778 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.67% | Add +3.0% | 5,693 | $1.9M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -14.2% | 5,637 | $1.9M |
| Apeiron RIA LLC | 0.42% | Add +6.3% | 5,576 | $1.8M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +90.4% | 5,897 | $1.8M |
| Washburn Capital Management, Inc. | 1.06% | No change | 5,550 | $1.8M |
| National Philanthropic Trust | 0.02% | Reduce -1.9% | 5,541 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +13.9% | 5,514 | $1.8M |
| Independent Wealth Network Inc. | 0.54% | Add +19.3% | 5,470 | $1.8M |
| World Investment Advisors | 0.03% | Add +1.4% | 5,423 | $1.8M |
| Moran Wealth Management, LLC | 0.05% | New | 5,420 | $1.8M |
| First Financial Bank - Trust Division | 0.14% | Reduce -5.9% | 5,349 | $1.8M |
| Greenspring Advisors, LLC | 0.11% | No change | 5,296 | $1.7M |
| CDM Financial Counseling Services, Inc. | 1.66% | Add +7.7% | 5,287 | $1.7M |
| Robinson Value Management, Ltd. | 0.96% | Reduce -6.6% | 5,249 | $1.7M |
| Continuum Advisory, LLC | 0.17% | Add +1.7% | 5,234 | $1.7M |
| Transcendent Capital Group LLC | 0.78% | Reduce -7.1% | 5,193 | $1.7M |
| Credit Agricole S A | 0.01% | Add +1028.3% | 5,179 | $1.7M |
| Monetary Management Group Inc. | 0.40% | No change | 5,135 | $1.7M |
| Principal Securities, Inc. | 0.02% | Reduce -1.1% | 5,122 | $1.7M |
| Lee Johnson Capital Management, LLC | 0.59% | Add +24.2% | 5,031 | $1.7M |
| Capstone Wealth Management Group LLC | 1.01% | Reduce -0.0% | 4,995 | $1.6M |
| Golden State Wealth Management, LLC | 0.18% | Add +309.4% | 4,958 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -2.2% | 4,918 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.0% | 4,871 | $1.6M |
| Fairvoy Private Wealth, LLC | 0.38% | New | 4,867 | $1.6M |
| Pacific Center for Financial Services | 0.40% | Add +0.5% | 4,766 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -12.2% | 4,740 | $1.6M |
| PW Nova Financial Services LLC | 0.42% | New | 4,689 | $1.5M |
| Northstar Advisory Group, LLC | 0.59% | New | 4,682 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +4.4% | 4,681 | $1.5M |
| RoundAngle Advisors LLC | 1.14% | Add +3.9% | 4,638 | $1.5M |
| RFG Advisory, LLC | 0.03% | Reduce -42.7% | 4,586 | $1.5M |
| Telos Capital Management, Inc. | 0.14% | Reduce -4.0% | 4,576 | $1.5M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 4,536 | $1.5M |
| LOM Asset Management Ltd | 0.43% | No change | 4,500 | $1.5M |
| Root Financial Partners, LLC | 0.07% | Add +55.1% | 4,475 | $1.5M |
| Nikulski Financial, Inc. | 0.36% | Reduce -1.3% | 4,459 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +114.1% | 4,454 | $1.5M |
| Sig Brokerage, LP | 0.41% | Add +504.8% | 4,433 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Reduce -3.2% | 4,431 | $1.5M |
| City Holding Co. | 0.18% | Reduce -4.7% | 4,419 | $1.5M |
| Lionshead Wealth Management, LLC | 1.07% | No change | 4,413 | $1.5M |
| Advisory Alpha, LLC | 0.04% | Add +16.7% | 4,357 | $1.4M |
| Juncture Wealth Strategies, LLC | 0.47% | Reduce -6.5% | 4,233 | $1.4M |
| GWN Securities Inc. | 0.26% | Reduce -3.4% | 4,192 | $1.4M |
| Northland Securities, Inc. | 1.30% | Add +0.3% | 4,148 | $1.4M |
| Crestwood Advisors Group, LLC | 0.02% | Add +102.5% | 4,134 | $1.4M |
| O'ROURKE & COMPANY, Inc | 0.54% | Reduce -3.0% | 4,115 | $1.4M |
| Montag A & Associates Inc. | 0.06% | No change | 4,109 | $1.4M |
| Selective Wealth Management, Inc. | 0.40% | Reduce -8.2% | 3,001 | $1.4M |
| Vise Technologies, Inc. | 0.03% | No change | 4,484 | $1.4M |
| Alteri Wealth LLC | 0.43% | Reduce -1.4% | 4,055 | $1.3M |
| Ionic Capital Management LLC | 1.34% | Reduce -4.0% | 4,048 | $1.3M |
| McHugh Group, LLC | 0.79% | No change | 4,033 | $1.3M |
| Partners Capital Investment Group, LLP | 0.05% | Add +0.1% | 4,018 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +38.6% | 4,012 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -54.1% | 3,924 | $1.3M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 3,909 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | No change | 3,886 | $1.3M |
| 10Elms LLP | 0.88% | Add +20.8% | 3,885 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +4.9% | 3,861 | $1.3M |
| Safeguard Investment Advisory Group, LLC | 0.35% | Reduce -5.6% | 3,825 | $1.3M |
| Schnieders Capital Management, Llc. | 0.20% | Add +1.7% | 3,825 | $1.3M |
| Tempo Wealth, LLC | 0.22% | Add +11.2% | 3,804 | $1.3M |
| VVR Holdings LLC | 0.62% | Add +61.9% | 3,646 | $1.2M |
| Whitford Management LLC | 1.22% | Add +28.4% | 3,645 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +1.0% | 3,601 | $1.2M |
| Activest Wealth Management | 0.21% | Add +4.6% | 3,595 | $1.2M |
| Midwest Trust Co | 0.01% | No change | 3,574 | $1.2M |
| Phoenix Financial Ltd. | 0.01% | Add +0.3% | 3,574 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.16% | Add +0.0% | 3,568 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -3.7% | 3,554 | $1.2M |
| NorthStar Asset Management LLC | 0.56% | Reduce -17.1% | 3,549 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | No change | 3,545 | $1.2M |
| Silver Oak Securities, Incorporated | 0.08% | Add +20.2% | 3,510 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -13.2% | 3,455 | $1.1M |
| Sargent Investment Group, LLC | 0.15% | No change | 3,450 | $1.1M |
| Blue Chip Partners, LLC | 0.08% | Reduce -5.6% | 3,365 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -9.0% | 3,340 | $1.1M |
| Bulltick Wealth Management, LLC | 0.24% | New | 3,333 | $1.1M |
| Wedmont Private Capital | 0.04% | Add +110.4% | 2,954 | $1.1M |
| 17 Capital Partners, LLC | 0.56% | Add +10.4% | 3,294 | $1.1M |
| Finley Financial, LLC | 0.51% | No change | 3,282 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.26% | Add +1485.9% | 3,267 | $1.1M |
| Signature Equity Partners, LLC | 0.58% | Reduce -12.0% | 3,263 | $1.1M |
| Ground Swell Capital, LLC | 2.22% | New | 3,261 | $1.1M |
| Somerset Trust Co | 0.33% | Add +3.8% | 3,245 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -0.6% | 3,239 | $1.1M |
| Independence Bank of Kentucky | 0.13% | No change | 3,241 | $1.1M |
| First Heartland Consultants, Inc. | 0.08% | Reduce -1.9% | 3,233 | $1.1M |
| Lynx Investment Advisory | 0.50% | Add +1.4% | 3,207 | $1.1M |
| Ironwood Financial, llc | 0.18% | Add +0.5% | 3,206 | $1.1M |
| Equitable Trust Co. | 0.05% | No change | 3,174 | $1.0M |
| McAdam, LLC | 0.05% | Add +3.4% | 3,149 | $1.0M |
| N.E.W. Advisory Services LLC | 0.08% | Add +9.6% | 3,139 | $1.0M |
| Brighton Jones LLC | 0.02% | New | 3,138 | $1.0M |
| WealthCare Investment Partners, LLC | 0.29% | Reduce -3.5% | 2,976 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +2.9% | 3,119 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -22.5% | 3,111 | $1.0M |
| Ellis Investment Partners, LLC | 0.18% | Add +0.0% | 3,099 | $1.0M |
| KFG Wealth Management, LLC | 0.13% | Reduce -12.4% | 3,073 | $1.0M |
| Bright Financial Advisors, Inc. | 0.46% | No change | 3,067 | $1.0M |
| ATX Financial Planning, LLC | 0.76% | Reduce -6.8% | 3,049 | $1.0M |
| Resolute Wealth Strategies, LLC | 0.43% | Reduce -0.3% | 3,039 | $999K |
| Fortitude Advisory Group L.L.C. | 0.45% | Reduce -0.8% | 3,032 | $996K |
| Florin Court Capital LLP | 3.72% | Reduce -69.1% | 3,000 | $986K |
| GSG Advisors LLC | 0.26% | Add +0.1% | 3,000 | $986K |
| Apella Capital, LLC | 0.01% | Add +14.5% | 2,371 | $986K |
| Arkadios Wealth Advisors | 0.02% | Add +1.9% | 2,997 | $985K |
| Obermeyer Wealth Partners | 0.05% | Add +25.0% | 2,979 | $979K |
| Westside Investment Management, Inc. | 0.15% | Add +2.7% | 2,973 | $977K |
| Sepio Capital, LP | 0.05% | Reduce -21.5% | 2,970 | $976K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -5.2% | 2,964 | $975K |
| Savvy Advisors, Inc. | 0.03% | Add +41.5% | 2,961 | $973K |
| Brendel Financial Advisors LLC | 0.48% | New | 2,939 | $966K |
| Harmony Asset Management LLC | 0.29% | Reduce -10.8% | 2,896 | $952K |
| Beacon Financial Advisory LLC | 0.21% | Add +2.7% | 2,889 | $949K |
| Ascentis Independent Advisors | 0.07% | Add +130.7% | 2,888 | $949K |
| Strategic Wealth Partners, Ltd. | 0.07% | No change | 2,885 | $948K |
| Carnegie Investment Counsel | 0.02% | Add +6.7% | 2,844 | $935K |
| Verus Capital Partners, LLC | 0.06% | No change | 2,840 | $933K |
| Virtue Capital Management, LLC | 0.14% | Add +206.6% | 2,974 | $932K |
| Hudson Bay Capital Management LP | 0.01% | New | 2,826 | $929K |
| Pines Wealth Management, LLC | 0.30% | Reduce -32.5% | 2,824 | $928K |
| Principle Wealth Partners LLC | 0.05% | No change | 2,806 | $922K |
| Integrity Alliance, Llc. | 0.04% | Reduce -18.5% | 2,803 | $921K |
| Berbice Capital Management LLC | 0.60% | New | 2,800 | $920K |
| Madison Wealth Partners, Inc | 0.14% | Add +20.9% | 2,668 | $877K |
| Gotham Asset Management | 0.00% | New | 2,659 | $874K |
| Continental Investors Services, Inc. | 0.82% | Add +0.1% | 1,622 | $864K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +3.1% | 2,620 | $861K |
| Retirement Planning Group, LLC | 0.03% | Reduce -31.0% | 2,619 | $861K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -0.4% | 2,585 | $850K |
| HB Wealth Management, LLC | 0.01% | Add +1.6% | 2,578 | $847K |
| Muirfield Wealth Advisors LLC | 0.62% | New | 2,569 | $844K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.1% | 2,555 | $840K |
| White Lighthouse Investment Management Inc. | 0.12% | Reduce -1.1% | 2,554 | $839K |
| Apollon Financial, LLC | 0.12% | Reduce -2.3% | 2,549 | $838K |
| CVFG LLC | 0.10% | Add +10.5% | 2,546 | $837K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -20.4% | 2,538 | $834K |
| Bank of New York Mellon Corp | 0.00% | New | 2,537 | $834K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.9% | 2,508 | $824K |
| International Assets Investment Management, LLC | 0.06% | Reduce -37.1% | 2,417 | $817K |
| StoneCrest Wealth Management, Inc. | 0.34% | Reduce -2.3% | 2,471 | $812K |
| National Wealth Management Group, LLC | 0.30% | Add +3.8% | 2,461 | $809K |
| Wedbush Securities Inc. | 0.02% | Add +12.2% | 2,443 | $803K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -1.3% | 2,441 | $802K |
| CoreCap Advisors, LLC | 0.03% | Reduce -67.5% | 2,440 | $802K |
| First Horizon Corp. | 0.03% | Add +3.2% | 2,438 | $801K |
| Afg Fiduciary Services Limited Partnership | 0.47% | Add +18.0% | 2,295 | $790K |
| AlphaCore Capital LLC | 0.02% | Reduce -6.6% | 2,402 | $790K |
| Regal Investment Advisors LLC | 0.04% | Add +31.4% | 2,349 | $772K |
| Signet Financial Management, LLC | 0.09% | Add +5.4% | 2,347 | $771K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -1.6% | 1,965 | $760K |
| Lyell Wealth Management, LP | 0.06% | New | 2,309 | $759K |
| HighPoint Advisor Group LLC | 0.03% | Add +0.7% | 2,291 | $753K |
| Brown Advisory Inc. | 0.00% | Add +5.9% | 2,285 | $751K |
| Acorn Wealth Advisors, LLC | 0.22% | Add +2.6% | 2,280 | $749K |
| Rathbones Group PLC | 0.00% | No change | 2,275 | $748K |
| Marex Group Ltd | 0.01% | Add +4.2% | 2,272 | $747K |
| RDA Financial Network | 0.19% | No change | 2,258 | $742K |
| Bay Harbor Wealth Management, LLC | 0.19% | No change | 2,252 | $740K |
| Choreo, LLC | 0.01% | No change | 2,231 | $733K |
| Capital Developers, LLC | 0.66% | No change | 2,218 | $729K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.1% | 2,212 | $727K |
| Annex Advisory Services, LLC | 0.01% | Add +2.6% | 2,195 | $721K |
| Trust Co. of Oklahoma | 0.21% | Reduce -4.2% | 2,188 | $719K |
| Ignite Planners, LLC | 0.11% | Add +1.0% | 2,187 | $719K |
| Harbor Asset Planning, Inc. | 0.60% | Add +0.8% | 2,170 | $713K |
| Fortune Financial Group, Inc. | 0.64% | Add +4.9% | 2,168 | $713K |
| Florida Financial Advisors, LLC | 0.17% | Add +202.7% | 2,161 | $710K |
| PSI Advisors, LLC | 0.17% | Reduce -66.2% | 2,146 | $705K |
| Marshall & Sterling Wealth Advisors Inc. | 0.46% | Add +108.6% | 2,138 | $703K |
| Pathway Financial Advisers, LLC | 0.20% | Add +1.6% | 2,135 | $702K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.6% | 2,129 | $700K |
| Bravias Capital Group, LLC | 0.46% | Add +11.6% | 2,123 | $698K |
| Private Wealth Advisors, LLC | 0.20% | Reduce -2.9% | 2,114 | $695K |
| Hilltop Holdings Inc. | 0.06% | Reduce -8.8% | 2,105 | $692K |
| Global Assets Advisory, LLC | 0.20% | No change | 2,079 | $683K |
| Mgo One Seven LLC | 0.01% | Add +2.8% | 2,050 | $674K |
| Lodestar Private Asset Management LLC | 0.07% | Add +1.3% | 2,006 | $659K |
| Bawa N Mallick Trust | 0.27% | No change | 2,000 | $657K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -8.5% | 1,969 | $647K |
| OneDigital Investment Advisors LLC | 0.01% | Add +53.5% | 1,968 | $647K |
| Glenmede Trust Co. NA | 0.00% | Add +8.0% | 1,960 | $644K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 1,950 | $641K |
| Citizens Financial Group Inc. | 0.01% | Add +20.1% | 1,940 | $638K |
| DAVENPORT & Co LLC | 0.00% | Add +133.5% | 1,929 | $634K |
| SOA Wealth Advisors, LLC. | 0.12% | Reduce -3.3% | 1,925 | $633K |
| Fairview Capital Investment Management, LLC | 0.03% | New | 1,903 | $625K |
| Arax Advisory Partners | 0.02% | Reduce -59.7% | 1,889 | $621K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 1,857 | $610K |
| RB Capital Management, LLC | 0.13% | Reduce -5.1% | 1,853 | $609K |
| Urban Wealth Management, LLC | 0.61% | Reduce -3.6% | 1,825 | $600K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,819 | $598K |
| Cypress Wealth Services, LLC | 0.08% | Add +3.7% | 1,817 | $597K |
| Paragon Private Wealth Management, LLC | 0.19% | Reduce -6.4% | 1,808 | $594K |
| Wagner Wealth Management, Corp | 0.53% | Add +2.6% | 1,800 | $592K |
| FourThought Financial Partners, LLC | 0.05% | Add +0.1% | 1,799 | $591K |
| WBH Advisory Inc. | 0.04% | No change | 1,744 | $590K |
| X-Square Capital, LLC | 0.20% | Add +0.6% | 1,789 | $588K |
| Eagle Strategies LLC | 0.07% | Add +1.9% | 1,781 | $585K |
| Strategic Financial Concepts, LLC | 0.14% | Add +97.2% | 1,775 | $583K |
| Jacobi Capital Management LLC | 0.03% | Reduce -2.7% | 1,761 | $579K |
| Avalon Trust Co | 0.04% | No change | 1,750 | $575K |
| Merrion Investment Management Co, LLC | 0.31% | Add +16.7% | 1,750 | $575K |
| Fiduciary Alliance LLC | 0.03% | Reduce -14.9% | 1,426 | $573K |
| L & S Advisors Inc | 0.07% | Reduce -2.4% | 1,733 | $570K |
| Liberty Square Wealth Partners LLC | 0.16% | No change | 1,731 | $569K |
| Kesler, Norman & Wride, LLC | 0.10% | Add +155.8% | 1,724 | $567K |
| Aspiriant, LLC | 0.02% | Add +13.5% | 1,683 | $553K |
| Welch Financial Planning, LLC | 0.40% | Add +2.5% | 1,680 | $552K |
| Asset One Wealth Management LLC | 0.06% | Reduce -21.0% | 1,306 | $549K |
| Wealthgarden F.S. LLC | 0.37% | Reduce -1.2% | 1,667 | $548K |
| Front Row Advisors LLC | 0.18% | Reduce -0.6% | 1,656 | $544K |
| Dakota Wealth Management | 0.01% | Add +2.7% | 1,655 | $544K |
| Bauman Advisory Group, LLC | 0.38% | Add +6.5% | 1,653 | $543K |
| Squarepoint Ops LLC | 0.00% | Reduce -94.7% | 1,650 | $542K |
| PTM Wealth Management, LLC | 0.29% | Add +0.1% | 1,573 | $541K |
| Natixis | 0.00% | Add +0.9% | 1,639 | $539K |
| Madrid Wealth Management, LLC | 0.41% | No change | 1,636 | $538K |
| Capital Investment Advisors, LLC | 0.01% | New | 1,635 | $537K |
| Pine Harbor Wealth Management, LLC | 0.16% | Add +0.1% | 1,621 | $533K |
| Wealthstar Advisors, LLC | 0.32% | Reduce -2.9% | 1,618 | $532K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -2.0% | 1,586 | $521K |
| Titleist Asset Management, LLC | 0.04% | Add +25.9% | 1,580 | $519K |
| Fragasso Financial Advisors Inc | 0.03% | Add +0.1% | 1,501 | $516K |
| Rinkey Investments | 0.13% | No change | 1,571 | $516K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -3.6% | 1,569 | $516K |
| Delta Investment Management, LLC | 0.09% | Add +0.1% | 1,561 | $513K |
| COFG Advisors, LLC | 0.13% | Reduce -11.1% | 1,553 | $510K |
| Madrona Financial Services, LLC | 0.11% | Add +10.0% | 1,545 | $508K |
| Buttonwood Financial Advisors Inc. | 0.17% | No change | 1,541 | $506K |
| RiverFront Investment Group, LLC | 0.01% | Add +11.0% | 1,511 | $497K |
| Two Sigma Securities, LLC | 0.06% | Reduce -73.1% | 1,502 | $494K |
| Mullooly Asset Management, Inc. | 0.18% | Reduce -2.7% | 1,501 | $493K |
| Prelude Capital Management, LLC | 0.04% | New | 1,500 | $493K |
| Banque Pictet & Cie SA | 0.01% | No change | 1,500 | $493K |
| Holderness Investments Co. | 0.10% | No change | 1,492 | $490K |
| Charter Capital Management, LLC\DE | 0.25% | Add +118.8% | 1,492 | $490K |
| Ballast Financial Advisors LLC | 0.50% | Add +0.9% | 1,481 | $487K |
| IPG Investment Advisors LLC | 0.08% | Reduce -4.7% | 1,481 | $487K |
| AIMZ Investment Advisors, LLC | 0.15% | Reduce -21.3% | 1,477 | $485K |
| JT Stratford LLC | 0.06% | Add +2.7% | 1,460 | $480K |
| Aster Capital Management (DIFC) Ltd | 0.16% | New | 2,545 | $479K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -8.3% | 1,455 | $478K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 1,454 | $478K |
| StoneX Group Inc. | 0.03% | Reduce -6.7% | 1,454 | $477K |
| Centerpoint Advisory Group | 0.36% | New | 1,441 | $474K |
| Betterment LLC | 0.00% | Add +78.7% | 1,435 | $472K |
| Welch & Forbes LLC | 0.01% | No change | 1,434 | $471K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Add +6.5% | 1,415 | $465K |
| Parker Investment Management, LLC | 0.07% | New | 1,409 | $463K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 1,401 | $460K |
| Roman Butler Fullerton & Co. | 0.13% | Reduce -25.4% | 1,240 | $459K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +8.1% | 1,393 | $458K |
| Calton & Associates, Inc. | 0.07% | Reduce -7.9% | 1,390 | $457K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | Reduce -34.6% | 1,386 | $456K |
| First Interstate Bank | 0.03% | Reduce -94.4% | 1,382 | $454K |
| Willner & Heller, LLC | 0.33% | Add +15.7% | 1,354 | $445K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -6.5% | 1,349 | $443K |
| Allie Family Office LLC | 0.19% | No change | 1,338 | $440K |
| Andina Capital Management, LLC | 0.39% | Reduce -6.2% | 1,337 | $439K |
| Colonial Trust Co / SC | 0.06% | No change | 1,337 | $439K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -21.8% | 1,337 | $439K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +16.3% | 1,337 | $439K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -53.6% | 1,331 | $437K |
| Founders Financial Alliance, LLC | 0.08% | Add +86.2% | 1,331 | $437K |
| Choate Investment Advisors | 0.01% | Add +3.2% | 1,328 | $436K |
| Caprock Group, LLC | 0.01% | Reduce -17.9% | 1,305 | $429K |
| Trust Point Inc. | 0.04% | No change | 1,296 | $426K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +17.5% | 1,295 | $426K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -1.7% | 1,290 | $424K |
| Investment Management Trust, LLC | 0.41% | — | 1,285 | $422K |
| MWA Asset Management | 0.23% | Add +0.9% | 1,277 | $420K |
| Wealth Management Partners, LLC | 0.12% | Add +30.1% | 1,276 | $419K |
| Busey Bank | 0.01% | No change | 1,272 | $418K |
| Gerber, LLC | 0.24% | Add +0.1% | 1,267 | $416K |
| Fort Sheridan Advisors LLC | 0.05% | Add +15.8% | 1,266 | $416K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.1% | 1,264 | $415K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +1.5% | 1,255 | $411K |
| Quadrant Private Wealth Management, LLC | 0.06% | New | 1,249 | $411K |
| Winthrop Advisory Group LLC | 0.03% | Add +0.1% | 1,241 | $408K |
| Lowery Thomas, LLC | 0.23% | Reduce -7.4% | 1,239 | $407K |
| Sweeney & Michel, LLC | 0.12% | Add +0.1% | 1,032 | $406K |
| Florida Trust Wealth Management Co | 0.01% | Add +69.0% | 1,234 | $406K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -2.0% | 1,234 | $406K |
| Creative Financial Designs Inc. | 0.02% | Add +2.3% | 1,230 | $404K |
| North Star Investment Management Corp. | 0.02% | Add +0.1% | 1,228 | $404K |
| XML Financial, LLC | 0.03% | Reduce -9.3% | 1,226 | $403K |
| Liberty Wealth Management LLC | 0.05% | Add +3.5% | 1,223 | $402K |
| Global View Capital Management LLC | 0.10% | Add +0.8% | 1,199 | $394K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.8% | 1,269 | $393K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,191 | $392K |
| Cary Street Partners Financial LLC | 0.01% | Add +3.4% | 1,184 | $389K |
| Riverbend Wealth Management, LLC | 0.24% | Add +6.2% | 1,174 | $386K |
| Point72 Asset Management | 0.00% | New | 1,170 | $385K |
| American Institute for Advanced Investment Management, LLP | 0.25% | Reduce -1.3% | 1,168 | $384K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 1,163 | $382K |
| Milestone Asset Management Group, LLC | 0.22% | Add +31.6% | 1,163 | $382K |
| Parallel Advisors, LLC | 0.01% | Add +97.1% | 1,151 | $378K |
| Hazlett, Burt & Watson, Inc. | 0.12% | No change | 1,150 | $378K |
| Cornerstone Planning, LLC | 0.08% | No change | 1,137 | $374K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -51.4% | 1,134 | $373K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 827 | $372K |
| Councilmark Asset Management, LLC | 0.21% | No change | 1,125 | $370K |
| Fifth Third Securities, Inc. | 0.02% | New | 1,124 | $369K |
| Summa Corp. | 0.15% | Reduce -8.2% | 1,120 | $368K |
| Sonoma Allocations LLC | 0.13% | New | 1,057 | $366K |
| Becker Capital Management Inc. | 0.01% | No change | 1,110 | $365K |
| Grant Private Wealth Management Inc | 0.19% | Add +3.8% | 1,106 | $363K |
| Arrowroot Family Office, LLC | 0.12% | Reduce -2.8% | 1,105 | $363K |
| Whalerock Point Partners, LLC | 0.07% | No change | 1,095 | $360K |
| ABLE Financial Group, LLC | 0.07% | No change | 1,092 | $359K |
| S Harris Financial Group, LLC | 0.33% | Add +0.1% | 1,086 | $357K |
| Saxon Interests, Inc. | 0.12% | Reduce -0.3% | 1,084 | $356K |
| Essex Bank | 0.08% | No change | 1,074 | $353K |
| Accredited Investors Inc. | 0.02% | Add +5.1% | 1,072 | $352K |
| LRI Investments, LLC | 0.03% | No change | 1,068 | $351K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 1,062 | $349K |
| Kingdom Financial Group LLC. | 0.10% | Reduce -3.5% | 1,062 | $349K |
| Novak & Powell Financial Services, Inc. | 0.19% | No change | 1,050 | $345K |
| Genesee Capital Advisors, LLC | 0.14% | Reduce -3.1% | 1,045 | $344K |
| Kane Investment Management, Inc. | 0.18% | Add +31.4% | 1,045 | $343K |
| TruNorth Capital Management, LLC | 0.07% | No change | 1,044 | $343K |
| Independent Solutions Wealth Management, LLC | 0.05% | New | 1,040 | $342K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -22.2% | 1,040 | $342K |
| Glenview Trust Co | 0.01% | Add +0.7% | 1,037 | $341K |
| HBW Advisory Services LLC | 0.04% | Add +19.1% | 1,030 | $339K |
| Keating Financial Advisory Services, Inc. | 0.05% | Reduce -62.4% | 1,027 | $338K |
| Patten & Patten Inc. | 0.02% | No change | 1,025 | $337K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,022 | $336K |
| Ameriflex Group, Inc. | 0.17% | No change | 1,021 | $336K |
| Clear Creek Financial Management, LLC | 0.03% | Add +29.4% | 1,018 | $335K |
| Waldron Private Wealth LLC | 0.01% | Add +3.0% | 1,014 | $333K |
| Calydon Capital | 0.05% | Add +0.1% | 1,012 | $332K |
| Diversified Trust Co. | 0.01% | Reduce -28.4% | 1,007 | $331K |
| Shay Capital LLC | 0.05% | New | 1,000 | $329K |
| Southern Capital Advisors, LLC | 0.15% | Add +0.1% | 998 | $328K |
| Private Trust Co. NA | 0.03% | Add +21.5% | 988 | $325K |
| Empower Advisory Group, LLC | 0.00% | Reduce -36.4% | 985 | $324K |
| Astoria Portfolio Advisors LLC. | 0.07% | Add +0.8% | 710 | $323K |
| Sculati Wealth Management, LLC | 0.12% | No change | 983 | $323K |
| Certified Advisory Corp | 0.03% | Add +5.8% | 981 | $322K |
| Modera Wealth Management, LLC | 0.00% | Reduce -3.9% | 979 | $322K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -23.6% | 973 | $320K |
| Tobias Financial Advisors, Inc. | 0.04% | New | 967 | $318K |
| Dale Q Rice Investment Management Ltd | 0.24% | Reduce -4.4% | 959 | $315K |
| Toronto Dominion Bank | 0.00% | Add +3444.4% | 957 | $315K |
| Procyon Advisors, LLC | 0.02% | Reduce -3.0% | 957 | $315K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 950 | $312K |
| Yarger Wealth Strategies, LLC | 0.13% | Add +0.1% | 947 | $311K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -2.4% | 944 | $310K |
| Ieq Capital, LLC | 0.00% | New | 941 | $309K |
| Chicago Capital, LLC | 0.01% | No change | 939 | $309K |
| Balboa Wealth Partners | 0.05% | Reduce -10.5% | 939 | $309K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -2.5% | 660 | $305K |
| Acropolis Investment Management, LLC | 0.01% | No change | 923 | $303K |
| Detalus Advisors, LLC | 0.07% | Reduce -0.8% | 917 | $301K |
| Rice Partnership, LLC | 0.04% | Add +1.7% | 917 | $301K |
| Spreng Capital Management, Inc. | 0.14% | No change | 916 | $301K |
| M&T Bank Corp | 0.00% | No change | 915 | $301K |
| Sage Mountain Advisors LLC | 0.02% | No change | 913 | $300K |
| Signal Advisors Wealth, LLC | 0.02% | Add +13.3% | 912 | $300K |
| Samara Investment Management, LLC | 0.31% | — | 900 | $296K |
| Philadelphia Trust Co. | 0.02% | No change | 899 | $295K |
| Neuberger Berman Group LLC | 0.00% | Add +2.9% | 897 | $295K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -6.8% | 697 | $293K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +4.5% | 874 | $287K |
| Warren Street Wealth Advisors, LLC | 0.07% | Add +7.4% | 859 | $282K |
| Goelzer Investment Management, Inc. | 0.01% | New | 853 | $280K |
| Blue Trust, Inc. | 0.00% | Add +384.7% | 853 | $280K |
| BCS Wealth Management | 0.06% | Reduce -50.1% | 848 | $279K |
| Davis Investment Partners, LLC | 0.10% | No change | 847 | $278K |
| Heartwood Wealth Advisors LLC | 0.02% | Reduce -1.6% | 843 | $277K |
| SIH Partners, LLLP | 0.01% | Reduce -66.0% | 840 | $276K |
| Clarus Group, Inc. | 0.10% | No change | 835 | $274K |
| First Financial Group Corp | 0.22% | Add +0.1% | 834 | $274K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -22.3% | 828 | $272K |
| Clearstead Advisors, LLC | 0.00% | Add +250.4% | 827 | $272K |
| Wick Capital Partners, LLC | 0.05% | New | 825 | $271K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -8.3% | 825 | $271K |
| KTF Investments, LLC | 0.05% | No change | 824 | $271K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 823 | $271K |
| TAGStone Capital, Inc. | 0.10% | New | 820 | $270K |
| JB Capital LLC | 0.01% | Reduce -0.5% | 819 | $269K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 816 | $268K |
| HF Advisory Group, LLC | 0.09% | Reduce -7.2% | 812 | $267K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -36.8% | 807 | $265K |
| Fielder Capital Group LLC | 0.06% | Reduce -27.2% | 804 | $264K |
| Stewardship Concepts Financial Services LLC | 0.21% | Reduce -4.3% | 799 | $263K |
| Regions Financial Corp. | 0.00% | Reduce -36.6% | 797 | $262K |
| Three Cord True Wealth Management, LLC | 0.15% | Add +11.8% | 795 | $261K |
| Ariadne Wealth Management, LP | 0.12% | No change | 795 | $261K |
| Interchange Capital Partners, LLC | 0.08% | Add +5.2% | 1,349 | $260K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Add +0.9% | 790 | $260K |
| Kelly Financial Services LLC | 0.06% | Reduce -15.3% | 790 | $259K |
| Olistico Wealth, LLC | 0.13% | No change | 785 | $258K |
| BCO Wealth Management LLC | 0.15% | Add +12.0% | 784 | $258K |
| Park Place Capital Corp | 0.05% | New | 782 | $257K |
| Bigelow Investment Advisors, LLC | 0.10% | New | 781 | $257K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 741 | $255K |
| Hyposwiss Advisors SA | 0.25% | Add +1190.0% | 774 | $254K |
| Main Street Research LLC | 0.01% | No change | 771 | $254K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 771 | $253K |
| Brooklyn FI, LLC | 0.05% | No change | 767 | $252K |
| Carrera Capital Advisors | 0.04% | Reduce -0.4% | 759 | $250K |
| Larson Financial Group LLC | 0.01% | Reduce -37.9% | 754 | $248K |
| FOCUS Wealth Advisors, LLC | 0.12% | No change | 753 | $247K |
| HCR Wealth Advisors | 0.03% | Add +4.0% | 752 | $247K |
| Commerce Advisors, LLC | 0.21% | — | 750 | $246K |
| Wilkins Investment Counsel Inc. | 0.04% | No change | 750 | $246K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +5.5% | 749 | $246K |
| Southeast Asset Advisors, LLC | 0.03% | New | 745 | $245K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -22.6% | 745 | $245K |
| Leo Wealth, LLC | 0.02% | New | 737 | $242K |
| KERR FINANCIAL PLANNING Corp | 0.17% | Reduce -65.3% | 555 | $242K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -17.7% | 734 | $241K |
| Edgestream Partners, L.P. | 0.01% | Reduce -91.0% | 731 | $240K |
| Swisher Financial Concepts, Inc. | 0.13% | Reduce -0.8% | 730 | $240K |
| Fiduciary Financial Group, LLC | 0.03% | Add +2.4% | 730 | $240K |
| Omega Financial Group, LLC | 0.08% | No change | 729 | $240K |
| Cresta Advisors, Ltd. | 0.10% | No change | 726 | $239K |
| Heritage Family Offices, LLP | 0.11% | Reduce -10.8% | 723 | $238K |
| Elevate Wealth Advisory, Inc. | 0.15% | Add +0.1% | 723 | $238K |
| Journey Advisory Group, LLC | 0.02% | No change | 720 | $237K |
| Ritholtz Wealth Management | 0.00% | Reduce -0.7% | 719 | $236K |
| Regatta Capital Group, LLC | 0.04% | New | 714 | $235K |
| ProVise Management Group, LLC | 0.02% | Reduce -1.0% | 710 | $233K |
| Empirical Asset Management, LLC | 0.06% | New | 709 | $233K |
| Prostatis Group LLC | 0.06% | New | 705 | $232K |
| Zhang Financial LLC | 0.01% | No change | 704 | $231K |
| Capital Squared Financial LLC | 0.18% | Add +0.1% | 704 | $231K |
| Integrated Advisors Network LLC | 0.01% | Reduce -36.6% | 699 | $230K |
| Breakwater Capital Group | 0.03% | Reduce -1.4% | 693 | $228K |
| Kiley Juergens Wealth Management, LLC | 0.04% | New | 692 | $227K |
| Keebeck Wealth Management | 0.03% | No change | 690 | $227K |
| Appalachian Capital Management Ltd | 0.18% | Add +0.1% | 689 | $226K |
| Crosspoint Financial, LLC | 0.57% | No change | 685 | $225K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -18.0% | 683 | $225K |
| Darden Wealth Group Inc | 0.11% | No change | 683 | $225K |
| Fortis Capital Advisors, LLC | 0.03% | Add +0.6% | 683 | $224K |
| Belpointe Asset Management LLC | 0.01% | Add +0.6% | 683 | $224K |
| Round Rock Advisors LLC | 0.03% | No change | 681 | $224K |
| Farringdon Capital, Ltd. | 0.05% | New | 680 | $223K |
| Cresset Asset Management, LLC | 0.00% | Add +0.4% | 678 | $223K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 676 | $222K |
| J.Safra Asset Management Corp | 0.01% | No change | 665 | $219K |
| Tritonpoint Wealth, LLC | 0.02% | New | 660 | $217K |
| GenTrust, LLC | 0.01% | New | 660 | $217K |
| Angeles Wealth Management, LLC | 0.01% | No change | 657 | $216K |
| Performance Wealth Partners, LLC | 0.01% | New | 654 | $215K |
| Friedenthal Financial | 0.11% | New | 648 | $213K |
| Riverchase Wealth Management, LLC | 0.11% | New | 647 | $213K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 645 | $212K |
| Facet Wealth, Inc. | 0.00% | New | 645 | $212K |
| Basso Capital Management, L.P. | 0.13% | No change | 641 | $211K |
| Centaurus Financial, Inc. | 0.01% | Reduce -13.7% | 639 | $210K |
| BIP Wealth, LLC | 0.01% | New | 634 | $208K |
| Curi Capital, LLC | 0.00% | New | 634 | $208K |
| MPS Loria Financial Planners, LLC | 0.05% | New | 628 | $206K |
| Plotkin Financial Advisors, LLC | 0.10% | New | 624 | $205K |
| Tsfg, LLC | 0.03% | Reduce -20.8% | 625 | $205K |
| Moors & Cabot, Inc. | 0.01% | New | 621 | $204K |
| Geometric Wealth Advisors | 0.03% | New | 615 | $202K |
| Forum Finance Group S.A. | 0.11% | — | 725 | $201K |
| Oakworth Capital, Inc. | 0.01% | No change | 600 | $197K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 600 | $197K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +18.2% | 571 | $188K |
| Tucker Asset Management LLC | 0.06% | No change | 562 | $185K |
| NFSG Corp | 0.03% | Add +77.4% | 557 | $183K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 555 | $182K |
| Silicon Valley Capital Partners | 0.02% | Add +0.2% | 552 | $181K |
| Signaturefd, LLC | 0.00% | Reduce -9.4% | 550 | $181K |
| Matrix Private Capital Group LLC | 0.09% | Add +2.5% | 543 | $178K |
| Tacita Capital Inc | 0.11% | No change | 540 | $177K |
| Archer Investment Corp | 0.04% | Add +0.2% | 522 | $171K |
| CENTRAL TRUST Co | 0.00% | Add +2245.4% | 516 | $170K |
| Clear Investment Research, LLC | 0.26% | New | 509 | $167K |
| Ancora Advisors LLC | 0.00% | No change | 501 | $165K |
| Petix & Botte Co | 0.07% | New | 500 | $164K |
| Stelac Advisory Services LLC | 0.03% | New | 500 | $164K |
| Eastern Bank | 0.00% | No change | 498 | $164K |
| SWAN Capital LLC | 0.06% | No change | 468 | $154K |
| IAG Wealth Partners, LLC | 0.02% | Add +5.7% | 462 | $152K |
| EFG International AG | 0.00% | Add +6.1% | 450 | $148K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 450 | $148K |
| Trust Co. of Toledo NA | 0.01% | No change | 450 | $148K |
| Parkside Financial Bank & Trust | 0.01% | No change | 440 | $145K |
| Provident Wealth Management, LLC | 0.04% | Reduce -5.4% | 439 | $144K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 400 | $131K |
| Mather Group, Llc. | 0.00% | New | 387 | $127K |
| Intesa Sanpaolo Wealth Management | 0.03% | Add +64.9% | 381 | $125K |
| Benson Wealth Management INC | 0.17% | No change | 379 | $125K |
| Capital Analysts, LLC | 0.00% | No change | 377 | $124K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -63.4% | 375 | $123K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -10.7% | 375 | $123K |
| Innovative Asset Advisors Group, LLC | 0.07% | — | 373 | $123K |
| Lanark Financial, Inc. | 0.01% | Add +4.4% | 355 | $117K |
| Canton Hathaway, LLC | 0.02% | No change | 348 | $114K |
| Salem Investment Counselors Inc. | 0.00% | New | 348 | $114K |
| Valley National Advisers Inc. | 0.01% | No change | 333 | $109K |
| Fortitude Family Office, LLC | 0.02% | No change | 306 | $101K |
| Roxbury Financial LLC | 0.09% | Reduce -6.7% | 305 | $100K |
| Solstein Capital, LLC | 0.04% | New | 300 | $99K |
| Manchester Capital Management LLC | 0.01% | No change | 300 | $99K |
| Wellington-Altus USA Inc. | 0.06% | No change | 150 | $96K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -38.2% | 275 | $90K |
| Russell Investments Group, Ltd. | 0.00% | Add +44.6% | 266 | $87K |
| Raffa Wealth Management, LLC | 0.01% | No change | 253 | $83K |
| Flagship Wealth Advisors, LLC | 0.04% | Reduce -63.7% | 346 | $83K |
| Aventura Private Wealth, LLC | 0.03% | New | 248 | $82K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -26.8% | 243 | $80K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 222 | $73K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.7% | 222 | $73K |
| Key Financial Inc | 0.01% | No change | 217 | $71K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 213 | $70K |
| EPG Wealth Management LLC | 0.02% | No change | 210 | $69K |
| Bessemer Group Inc. | 0.00% | No change | 206 | $68K |
| Sound Income Strategies, LLC | 0.00% | Reduce -44.6% | 199 | $67K |
| Basepoint Wealth LLC | 0.04% | No change | 204 | $67K |
| Barnes Dennig Private Wealth Management LLC | 0.07% | Add +119.8% | 200 | $66K |
| GAMMA Investing LLC | 0.00% | Add +3.8% | 193 | $63K |
| CX Institutional | 0.00% | Reduce -11.4% | 179 | $59K |
| Opal Wealth Advisors, LLC | 0.01% | New | 179 | $59K |
| Align Financial, LLC | 0.03% | Reduce -99.7% | 165 | $54K |
| Morse Asset Management, Inc | 0.01% | Reduce -3.0% | 162 | $53K |
| Wellington Shields & Co., LLC | 0.01% | No change | 150 | $49K |
| Truvestments Capital LLC | 0.01% | No change | 150 | $49K |
| Crews Bank & Trust | 0.01% | Reduce -5.7% | 150 | $49K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 150 | $49K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $49K |
| Rossby Financial, LCC | 0.01% | Reduce -5.0% | 133 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.5% | 137 | $45K |
| Hollencrest Capital Management | 0.00% | No change | 130 | $43K |
| Allianz SE | 0.00% | No change | 128 | $42K |
| Financial Consulate, Inc. | 0.01% | No change | 127 | $42K |
| WFA of San Diego, LLC | 0.03% | Reduce -70.4% | 126 | $41K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -25.0% | 117 | $38K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +28.4% | 113 | $37K |
| Gould Capital, LLC | 0.02% | Add +39.2% | 110 | $36K |
| Turim 21 Investimentos Ltda. | 0.01% | No change | 2,450 | $35K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 105 | $35K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $33K |
| Destiny Wealth Partners, LLC | 0.00% | New | 98 | $32K |
| Copia Wealth Management | 0.02% | No change | 96 | $32K |
| SHP Wealth Management | 0.00% | Reduce -24.8% | 94 | $31K |
| PlanVest Financial, Inc | 0.02% | — | 93 | $31K |
| MPWM Advisory Solutions, LLC | 0.02% | New | 90 | $30K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 90 | $30K |
| SJS Investment Consulting Inc. | 0.00% | No change | 89 | $29K |
| SYM FINANCIAL Corp | 0.00% | No change | 83 | $27K |
| Glassman Wealth Services | 0.00% | No change | 81 | $27K |
| Evolution Wealth Management Inc. | 0.02% | Add +4.1% | 76 | $25K |
| First PREMIER Bank | 0.01% | No change | 75 | $25K |
| Tradewinds Capital Management, LLC | 0.01% | Add +1166.7% | 76 | $25K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 75 | $25K |
| Topsail Wealth Management, LLC | 0.00% | No change | 75 | $25K |
| HM Payson & Co. | 0.00% | Reduce -54.8% | 75 | $25K |
| American Capital Advisory, LLC | 0.01% | No change | 72 | $24K |
| Hanson & Doremus Investment Management | 0.00% | New | 70 | $23K |
| Trask Adam Roland | 0.02% | — | 69 | $23K |
| Go Invest LLC | 0.01% | Add +3.0% | 68 | $22K |
| Realta Investment Advisors | 0.01% | Reduce -96.3% | 66 | $22K |
| First Command Advisory Services, Inc. | 0.00% | No change | 62 | $20K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 60 | $20K |
| Quent Capital, LLC | 0.00% | No change | 60 | $20K |
| Integrity Financial Corp | 0.01% | No change | 53 | $17K |
| Red Reef Advisors LLC | 0.02% | New | 50 | $16K |
| Perkins Coie Trust Co | 0.00% | No change | 46 | $15K |
| Triumph Capital Management | 0.00% | Reduce -32.8% | 45 | $15K |
| Abound Wealth Management | 0.00% | Reduce -38.6% | 43 | $14K |
| Nemes Rush Group LLC | 0.00% | Add +13.5% | 42 | $14K |
| Asset Dedication, LLC | 0.00% | Add +100.0% | 40 | $13K |
| Kiker Wealth Management, LLC | 0.01% | New | 40 | $13K |
| St Germain D J Co. Inc. | 0.00% | Add +31.0% | 38 | $12K |
| Coston, McIsaac & Partners | 0.00% | No change | 36 | $12K |
| Financial Life Planners | 0.01% | New | 36 | $12K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 36 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 34 | $11K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $10K |
| Hantz Financial Services, Inc. | 0.00% | No change | 31 | $10K |
| Gen-Wealth Partners Inc | 0.00% | No change | 30 | $10K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 30 | $10K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 28 | $9K |
| Fortis Group Advisors, LLC | 0.00% | New | 28 | $9K |
| Portus Wealth Advisors, LLC | 0.01% | New | 27 | $9K |
| Financially Speaking Inc | 0.04% | New | 25 | $8K |
| First United Bank & Trust | 0.00% | Reduce -28.6% | 25 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | New | 25 | $8K |
| Biltmore Family Office, LLC | 0.00% | Reduce -50.0% | 25 | $8K |
| Johnson Financial Group, Inc. | 0.00% | No change | 25 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -99.7% | 24 | $8K |
| Highline Wealth Partners LLC | 0.00% | No change | 23 | $8K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 23 | $7K |
| Gill Capital Partners, LLC | 0.00% | New | 22 | $7K |
| Sawyer & Company, Inc | 0.00% | No change | 21 | $7K |
| Southern Michigan Bank & Trust | 0.00% | — | 21 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 20 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 18 | $6K |
| Chesapeake Asset Management LLC | 0.00% | New | 17 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 16 | $5K |
| CrossGen Wealth, LLC | 0.00% | No change | 15 | $5K |
| Monetary Solutions, Ltd | 0.00% | No change | 15 | $5K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 15 | $5K |
| Grand Wealth Management, LLC | 0.00% | New | 15 | $5K |
| Noble Wealth Management PBC | 0.00% | Reduce -68.9% | 14 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 13 | $4K |
| Goodman Advisory Group, LLC | 0.00% | No change | 13 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $4K |
| Investors Portfolio Services LLC | 0.00% | No change | 9 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 9 | $3K |
| Nvwm, LLC | 0.00% | No change | 9 | $3K |
| FWL Investment Management, LLC | 0.00% | No change | 7 | $2K |
| Bollard Group LLC | 0.00% | Reduce -70.6% | 5 | $2K |
| LM Advisors LLC | 0.01% | Add +9.1% | 651 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 4 | $1K |
| Albion Financial Group | 0.00% | No change | 3 | $986 |
| PEAK6 LLC | 0.00% | Reduce -99.9% | 2 | $750 |
| ZEGA Investments, LLC | 0.00% | New | 2 | $659 |
| Arcadia Investment Management Corp. | 0.00% | No change | 2 | $658 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 1 | $329 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $329 |
| Napier Financial, LLC | 0.00% | New | 1 | $329 |
"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.