Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q1 2024 (March 31)687holders
4famous investors
$65.86avg. 13F price*
At the end of Q1 2024, 687 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings. The largest holders were Morgan Stanley ($839.5M), Bank of America Corp. ($527.8M) and Dow Chemical Co. ($263.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco S&P 500 Low Volatili
- CUSIP
- 46138E354
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $77.2M |
| Exits | 71 | $86.1M |
Ownership 687 holders
| Morgan Stanley | 0.07% | Add +22.1% | 12,744,933 | $839.5M |
| Bank of America Corp. | 0.05% | Add +43.4% | 8,012,336 | $527.8M |
| Dow Chemical Co. | 41.28% | No change | 3,998,479 | $263.4M |
| Bank of Montreal | 0.07% | Add +59.6% | 3,117,979 | $205.5M |
| Alaska Permanent Fund Corp | 2.94% | Add +7.6% | 3,027,451 | $199.4M |
| LPL Financial LLC | 0.09% | Reduce -13.9% | 2,551,090 | $168.0M |
| FMR LLC | 0.01% | Add +10.3% | 2,502,575 | $164.8M |
| Invesco Ltd. | 0.02% | Reduce -81.3% | 1,671,215 | $110.1M |
| Wells Fargo & Company | 0.03% | Reduce -13.7% | 1,669,225 | $110.0M |
| Commonwealth Equity Services, LLC | 0.17% | Add +0.7% | 1,562,444 | $102.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.7% | 1,348,141 | $88.8M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.6% | 1,286,521 | $84.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.3% | 1,243,669 | $82.0M |
| Bank of New York Mellon Corp | 0.01% | Add +8.3% | 1,165,217 | $76.8M |
| UBS Group AG | 0.02% | Reduce -0.6% | 984,450 | $64.8M |
| Royal Bank of Canada | 0.01% | Reduce -21.6% | 868,707 | $57.2M |
| Equitable Holdings, Inc. | 0.55% | Add +0.2% | 745,761 | $49.1M |
| Securian Asset Management, Inc. | 1.33% | No change | 690,000 | $45.5M |
| Kestra Advisory Services, LLC | 0.29% | Add +4.3% | 665,728 | $43.9M |
| Brookstone Capital Management | 0.77% | Reduce -4.8% | 651,227 | $42.9M |
| Osaic Holdings, Inc. | 0.09% | Reduce -9.6% | 632,493 | $41.7M |
| Two Sigma Advisers, LP | 0.09% | New | 577,700 | $38.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -1.1% | 533,967 | $35.2M |
| Dynasty Wealth Management, LLC | 1.06% | — | 505,943 | $33.3M |
| Sei Investments Co. | 0.05% | Reduce -4.8% | 489,750 | $32.3M |
| NewSquare Capital LLC | 2.78% | Add +28.2% | 476,660 | $31.4M |
| Genworth Financial Inc | 8.71% | Add +0.7% | 458,287 | $30.2M |
| Armbruster Capital Management, Inc. | 5.73% | Add +0.4% | 409,120 | $26.9M |
| Hantz Financial Services, Inc. | 0.52% | Reduce -9.4% | 408,685 | $26.9M |
| Credit Suisse AG/ | 0.03% | Add +251.7% | 402,783 | $26.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.57% | Reduce -2.0% | 378,212 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.1% | 377,467 | $24.9M |
| New England Private Wealth Advisors LLC | 4.30% | Reduce -0.1% | 372,667 | $24.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -70.1% | 369,828 | $24.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.4% | 355,328 | $23.4M |
| Raymond James & Associates | 0.02% | Reduce -4.8% | 346,176 | $22.8M |
| Private Advisor Group, LLC | 0.16% | Add +3.8% | 346,015 | $22.8M |
| Qube Research & Technologies Ltd | 0.04% | Add +60.4% | 345,779 | $22.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -5.3% | 330,057 | $21.7M |
| Lido Advisors, LLC | 0.18% | Reduce -8.7% | 307,132 | $20.2M |
| Cetera Investment Advisers | 0.05% | Add +256.7% | 306,767 | $20.2M |
| HRT Financial LP | 0.12% | New | 289,604 | $19.1M |
| Prospera Financial Services Inc | 0.56% | Reduce -5.3% | 287,488 | $18.9M |
| Lockheed Martin Investment Management Co. | 1.24% | Add +44.1% | 258,900 | $17.1M |
| Painted Porch Advisors LLC | 9.76% | Add +15.2% | 242,385 | $16.0M |
| FineMark National Bank & Trust | 0.56% | Add +2.6% | 226,755 | $14.9M |
| Stifel Financial Corp. | 0.02% | Reduce -1.3% | 221,507 | $14.6M |
| Capital Advisors, Ltd. LLC | 1.79% | Reduce -4.2% | 208,614 | $13.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.8% | 204,873 | $13.5M |
| NewEdge Advisors, LLC | 0.11% | Add +1.0% | 194,671 | $12.8M |
| Ballast, Inc. | 3.77% | Add +1.3% | 181,028 | $11.9M |
| Citigroup Inc. | 0.01% | Add +99.7% | 177,690 | $11.7M |
| JFS Wealth Advisors, LLC | 0.92% | Reduce -21.2% | 176,616 | $11.6M |
| Sykon Capital LLC | 4.11% | Add +102.9% | 172,382 | $11.4M |
| Banco BTG Pactual S.A. | 3.52% | Reduce -3.5% | 171,982 | $11.3M |
| Householder Group Estate & Retirement Specialist, LLC | 3.29% | Reduce -0.9% | 168,075 | $11.1M |
| Waterloo Capital, L.P. | 1.41% | Add +61.5% | 167,493 | $11.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.2% | 165,528 | $10.9M |
| Picton Mahoney Asset Management | 0.44% | Reduce -31.0% | 158,249 | $10.4M |
| Bell Investment Advisors, Inc | 1.95% | Reduce -1.6% | 151,496 | $10.0M |
| Csenge Advisory Group | 0.55% | Reduce -39.0% | 150,160 | $9.9M |
| Sowell Financial Services LLC | 0.45% | Reduce -4.3% | 143,677 | $9.5M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -9.3% | 142,040 | $9.4M |
| O'ROURKE & COMPANY, Inc | 5.23% | Add +0.7% | 136,896 | $9.0M |
| Avantax Advisory Services, Inc. | 0.08% | Add +4.3% | 135,863 | $8.9M |
| Spinnaker Trust | 0.57% | Reduce -51.4% | 134,701 | $8.9M |
| Tower Research Capital LLC (TRC) | 0.20% | Add +690.5% | 129,043 | $8.5M |
| Mariner, LLC | 0.02% | Add +0.8% | 127,721 | $8.4M |
| Nilsine Partners, LLC | 1.10% | Add +97.9% | 122,589 | $8.1M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +833.4% | 121,931 | $8.0M |
| Dominguez Wealth Management Solutions, Inc. | 6.01% | Add +2.9% | 115,906 | $7.6M |
| Squarepoint Ops LLC | 0.03% | Reduce -32.8% | 114,154 | $7.5M |
| Creative Planning | 0.01% | Reduce -0.6% | 111,386 | $7.3M |
| Lake Hills Wealth Management, LLC | 6.59% | Reduce -8.0% | 111,215 | $7.3M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.3% | 110,087 | $7.3M |
| Cwm, LLC | 0.04% | Reduce -6.2% | 109,287 | $7.2M |
| Cherry Tree Wealth Management, LLC | 1.78% | Reduce -5.3% | 107,328 | $7.1M |
| Hyperion Partners, LLC | 5.09% | Reduce -0.8% | 105,536 | $7.0M |
| Advisors Preferred, LLC | 1.16% | Add +4.6% | 104,801 | $6.9M |
| Jackson, Grant Investment Advisers, Inc. | 2.75% | Add +10.0% | 101,784 | $6.7M |
| American Financial & Tax Strategies Inc. | 3.58% | Reduce -1.8% | 101,188 | $6.7M |
| Opes Wealth Management LLC | 1.53% | Add +20.2% | 100,846 | $6.6M |
| Transamerica Financial Advisors, LLC | 0.68% | Add +32.2% | 100,695 | $6.6M |
| Truist Financial Corp. | 0.01% | Reduce -5.1% | 98,681 | $6.5M |
| First PREMIER Bank | 1.70% | Reduce -3.0% | 97,583 | $6.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.12% | Reduce -13.6% | 96,814 | $6.4M |
| Crestline Management, L.P. | 0.58% | Reduce -22.7% | 92,782 | $6.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.7% | 92,463 | $6.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.40% | Reduce -0.3% | 92,338 | $6.1M |
| MML Investors Services, LLC | 0.02% | Reduce -31.3% | 90,755 | $6.0M |
| Essex Financial Services, Inc. | 0.55% | Reduce -3.5% | 90,043 | $5.9M |
| Burns Matteson Capital Management, LLC | 3.77% | Reduce -17.6% | 88,488 | $5.8M |
| J.W. Cole Advisors, Inc. | 0.29% | Add +67.9% | 87,392 | $5.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.9% | 86,035 | $5.7M |
| Avestar Capital, LLC | 0.65% | Add +123.8% | 85,754 | $5.6M |
| UMB Bank, n.a. | 0.09% | Reduce -3.4% | 84,684 | $5.6M |
| Integrated Advisors Network LLC | 0.27% | Add +4.5% | 81,492 | $5.4M |
| Citadel Advisors | 0.01% | Add +63.4% | 81,425 | $5.4M |
| Financial Advocates Investment Management | 0.31% | Reduce -1.2% | 81,591 | $5.3M |
| Geneos Wealth Management Inc. | 0.24% | Reduce -26.9% | 78,141 | $5.1M |
| Sovereign Investment Advisors, LLC | 1.77% | Add +0.3% | 78,036 | $5.1M |
| Curi Capital, LLC | 0.12% | Add +1.4% | 77,602 | $5.1M |
| Sard Wealth Management Group, LLC | 4.62% | Reduce -0.1% | 77,570 | $5.1M |
| Stephens Inc. | 0.08% | Reduce -27.6% | 76,792 | $5.1M |
| Vigilare Wealth Management | 2.48% | Reduce -21.1% | 76,459 | $5.0M |
| XML Financial, LLC | 0.51% | Reduce -2.2% | 76,140 | $5.0M |
| Benjamin F. Edwards & Company, Inc. | 0.09% | Add +12486.2% | 75,517 | $5.0M |
| PFG Investments, LLC | 0.29% | Add +177.1% | 73,401 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.2% | 71,962 | $4.7M |
| Ellis Investment Partners, LLC | 1.03% | Reduce -2.1% | 71,795 | $4.7M |
| Tennessee Valley Asset Management Partners | 1.14% | Reduce -46.6% | 71,548 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.2% | 71,076 | $4.7M |
| Flagship Harbor Advisors, LLC | 0.29% | Reduce -13.0% | 68,796 | $4.5M |
| Pacific Center for Financial Services | 1.29% | Add +0.5% | 68,515 | $4.5M |
| Northwest Capital Management Inc | 1.40% | Reduce -0.1% | 66,470 | $4.4M |
| Client First Capital LLC | 3.06% | Add +114.7% | 66,395 | $4.4M |
| Cozad Asset Management Inc. | 0.44% | Reduce -7.0% | 63,843 | $4.2M |
| Jane Street Group, LLC | 0.01% | Reduce -66.2% | 61,393 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.42% | Add +9.9% | 59,582 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -0.6% | 59,212 | $3.9M |
| Focus Financial Network, Inc. | 0.19% | — | 61,814 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +44.3% | 58,476 | $3.9M |
| Klingman & Associates, LLC | 0.28% | Reduce -1.7% | 58,411 | $3.8M |
| Geller Advisors LLC | 0.30% | No change | 55,257 | $3.6M |
| Corient Private Wealth LP | 0.01% | Reduce -54.9% | 53,566 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.41% | Reduce -7.7% | 53,123 | $3.5M |
| Milestone Investment Advisors LLC | 0.87% | Reduce -0.8% | 49,211 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +0.4% | 48,899 | $3.2M |
| Birinyi Associates Inc. | 1.05% | New | 48,858 | $3.2M |
| Scotia Capital Inc. | 0.02% | Add +43.1% | 48,566 | $3.2M |
| Petra Financial Advisors Inc. | 2.32% | Add +4.0% | 48,000 | $3.2M |
| Creekmur Asset Management LLC | 1.06% | Reduce -6.6% | 46,836 | $3.1M |
| Trust Point Inc. | 0.24% | Reduce -98.0% | 46,450 | $3.1M |
| Signify Wealth | 5.06% | Add +13.4% | 46,324 | $3.1M |
| Johnson & White Wealth Management, LLC | 2.17% | Reduce -8.1% | 45,281 | $3.0M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -8.6% | 44,769 | $2.9M |
| G&S Capital LLC | 1.31% | Add +2.2% | 44,650 | $2.9M |
| Ameritas Advisory Services, LLC | 0.12% | Add +86.4% | 44,597 | $2.9M |
| Millennium Management | 0.00% | Add +479.3% | 42,205 | $2.8M |
| Eagle Strategies LLC | 0.61% | New | 42,007 | $2.8M |
| Waverly Advisors, LLC | 0.06% | Add +16.4% | 41,099 | $2.7M |
| Western Wealth Management, LLC | 0.21% | Reduce -16.0% | 41,018 | $2.7M |
| First Horizon Advisors, Inc. | 0.08% | Reduce -8.7% | 40,812 | $2.7M |
| Syntegra Private Wealth Group, LLC | 0.34% | Reduce -3.1% | 39,701 | $2.6M |
| Parallel Advisors, LLC | 0.07% | Add +9.3% | 39,612 | $2.6M |
| WCG Wealth Advisors LLC | 0.22% | Add +6.7% | 39,394 | $2.6M |
| John W. Brooker & Co., CPAs | 1.39% | Reduce -2.8% | 39,375 | $2.6M |
| Trek Financial, LLC | 0.20% | New | 39,280 | $2.6M |
| Corundum Group, Inc. | 1.24% | Add +38.3% | 38,929 | $2.6M |
| Harvest Investment Services, LLC | 1.02% | Reduce -0.2% | 38,716 | $2.6M |
| WT Wealth Management | 0.91% | Reduce -1.4% | 38,692 | $2.5M |
| Mgo One Seven LLC | 0.13% | Add +8.3% | 38,168 | $2.5M |
| Global Assets Advisory, LLC | 1.50% | Reduce -1.4% | 38,172 | $2.5M |
| High Net Worth Advisory Group LLC | 0.77% | Add +5.7% | 37,351 | $2.5M |
| Acorn Wealth Advisors, LLC | 1.28% | Add +3.6% | 37,190 | $2.4M |
| Schaeffer Financial LLC | 2.43% | Reduce -0.6% | 37,079 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +8.1% | 41,417 | $2.4M |
| Flow Traders U.S. LLC | 0.13% | New | 36,634 | $2.4M |
| Tradition Wealth Management, LLC | 0.24% | Add +0.6% | 36,342 | $2.4M |
| Lincoln National Corp. | 0.04% | Reduce -1.7% | 36,028 | $2.4M |
| Adero Partners, LLC | 0.18% | Reduce -7.4% | 35,755 | $2.4M |
| Liberty One Investment Management, LLC | 0.26% | Reduce -2.6% | 35,339 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +0.1% | 35,310 | $2.3M |
| PFG Advisors | 0.17% | Reduce -3.9% | 34,584 | $2.3M |
| TAP Consulting, LLC | 0.50% | Reduce -26.3% | 34,342 | $2.3M |
| WealthBridge Capital Management, LLC | 0.76% | Reduce -1.3% | 34,090 | $2.2M |
| Clear Creek Financial Management, LLC | 0.28% | Add +288.9% | 33,636 | $2.2M |
| Sheets Smith Wealth Management | 0.25% | Reduce -0.9% | 33,444 | $2.2M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -4.0% | 32,801 | $2.2M |
| Independent Financial Group, LLC | 0.10% | Reduce -2.0% | 32,637 | $2.1M |
| Wealthspire Retirement, LLC | 0.18% | Add +3.1% | 32,299 | $2.1M |
| Jaffetilchin Investment Partners, LLC | 0.19% | Reduce -7.2% | 32,009 | $2.1M |
| Weaver Capital Management LLC | 0.59% | Reduce -0.6% | 31,534 | $2.1M |
| Investors Research Corp | 0.48% | Reduce -0.6% | 31,429 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -2.0% | 30,884 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +4157.0% | 30,778 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +32.3% | 30,748 | $2.0M |
| Verdence Capital Advisors LLC | 0.18% | Reduce -0.5% | 29,986 | $2.0M |
| Ridgewood Investments LLC | 1.04% | Add +0.0% | 29,743 | $2.0M |
| TruWealth Advisors, LLC | 0.14% | Add +1.8% | 29,728 | $2.0M |
| Redwood Wealth Management Group, LLC | 2.06% | Reduce -5.4% | 29,540 | $1.9M |
| Nikulski Financial, Inc. | 0.64% | Reduce -6.7% | 29,522 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -80.4% | 29,466 | $1.9M |
| HSBC Holdings PLC | 0.00% | Add +173.4% | 29,288 | $1.9M |
| Woodmont Investment Counsel LLC | 0.16% | Reduce -0.5% | 29,180 | $1.9M |
| IFG Advisory, LLC | 0.14% | Reduce -5.0% | 28,388 | $1.9M |
| Paragon Private Wealth Management, LLC | 1.10% | Reduce -0.1% | 28,190 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +52.0% | 27,940 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Reduce -15.3% | 27,240 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -18.9% | 27,041 | $1.8M |
| Laurel Wealth Planning LLC | 1.16% | Reduce -6.4% | 26,430 | $1.7M |
| Trinity Wealth Management, LLC | 0.89% | Add +0.9% | 26,167 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -2.7% | 25,912 | $1.7M |
| Amplius Wealth Advisors, LLC | 0.19% | Reduce -30.9% | 25,338 | $1.7M |
| MorganRosel Wealth Management, LLC | 0.59% | Reduce -1.4% | 25,220 | $1.7M |
| Northcape Wealth Management, LLC | 0.59% | Reduce -4.5% | 24,757 | $1.6M |
| Great Waters Wealth Management | 0.27% | Reduce -0.3% | 24,671 | $1.6M |
| Advisory Services Network, LLC | 0.04% | Reduce -7.8% | 24,606 | $1.6M |
| Old North State Trust, LLC | 1.36% | — | 24,374 | $1.6M |
| Advisory Alpha, LLC | 0.07% | Reduce -1.2% | 24,284 | $1.6M |
| CreativeOne Wealth, LLC | 0.06% | Add +6.7% | 24,154 | $1.6M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -19.3% | 24,000 | $1.6M |
| Uptick Partners, LLC | 1.20% | Reduce -10.4% | 23,945 | $1.6M |
| Fifth Third Securities, Inc. | 0.15% | Add +0.2% | 23,874 | $1.6M |
| GPS Wealth Strategies Group, LLC | 0.25% | Reduce -32.5% | 23,473 | $1.5M |
| Perigon Wealth Management, LLC | 0.05% | Add +118.3% | 23,351 | $1.5M |
| Tranquility Partners, LLC | 0.59% | Reduce -2.5% | 23,198 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -8.3% | 23,178 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +6.0% | 23,111 | $1.5M |
| Comerica Bank | 0.01% | Reduce -85.1% | 23,100 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.14% | Reduce -16.0% | 22,887 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.13% | Add +3.1% | 22,635 | $1.5M |
| Wellington Management Group LLP | 0.00% | Reduce -78.1% | 22,277 | $1.5M |
| Tempus Wealth Planning, LLC | 0.64% | Reduce -4.4% | 21,970 | $1.4M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -6.6% | 21,882 | $1.4M |
| SteelPeak Wealth, LLC | 0.07% | Add +218.0% | 21,860 | $1.4M |
| IHT Wealth Management, LLC | 0.06% | Reduce -6.5% | 21,839 | $1.4M |
| Transatlantique Private Wealth LLC | 0.63% | Reduce -16.0% | 21,812 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -0.3% | 21,731 | $1.4M |
| Long Island Wealth Management, Inc. | 1.01% | Add +0.6% | 21,691 | $1.4M |
| Visionary Wealth Advisors | 0.09% | Add +1.6% | 21,257 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.6% | 21,373 | $1.4M |
| Boston Financial Mangement LLC | 0.04% | No change | 20,698 | $1.4M |
| SC&H Financial Advisors, Inc. | 0.35% | Reduce -5.0% | 20,177 | $1.3M |
| Raymond James Trust N.A. | 0.03% | No change | 20,119 | $1.3M |
| Townsquare Capital LLC | 0.02% | Reduce -72.5% | 19,879 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.4% | 19,649 | $1.3M |
| &partners | 0.18% | Add +138.2% | 19,485 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -22.4% | 19,340 | $1.3M |
| MGB Wealth Management, LLC | 0.52% | Reduce -1.9% | 19,299 | $1.3M |
| Santori & Peters, Inc. | 0.55% | Reduce -5.1% | 19,264 | $1.3M |
| Harfst & Associates, Inc. | 0.30% | Reduce -6.6% | 19,256 | $1.3M |
| Winthrop Capital Management, LLC | 0.57% | Add +9.0% | 18,752 | $1.2M |
| Trueblood Wealth Management, LLC | 0.70% | Reduce -0.8% | 18,547 | $1.2M |
| Midwest Financial Group LLC | 0.82% | Add +1.0% | 18,539 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 18,417 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +69.0% | 18,393 | $1.2M |
| Spire Wealth Management | 0.02% | Reduce -1.3% | 18,234 | $1.2M |
| Laraway Financial Advisors Inc | 1.05% | Add +4.4% | 18,135 | $1.2M |
| Monterey Private Wealth, Inc. | 0.47% | Reduce -0.6% | 17,909 | $1.2M |
| Aptus Capital Advisors, LLC | 0.03% | Add +194.5% | 17,726 | $1.2M |
| Trilogy Capital Inc. | 0.07% | Reduce -36.2% | 17,699 | $1.2M |
| Derbend Asset Management | 0.57% | Reduce -36.5% | 17,671 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.4% | 17,382 | $1.1M |
| Moneywise, Inc. | 0.62% | Reduce -6.3% | 17,356 | $1.1M |
| GTS Securities LLC | 0.03% | Add +220.1% | 17,105 | $1.1M |
| Sequent Planning LLC | 0.40% | — | 16,888 | $1.1M |
| HBW Advisory Services LLC | 0.21% | No change | 17,758 | $1.1M |
| American Capital Advisory, LLC | 0.96% | Add +15.3% | 17,632 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -12.7% | 16,296 | $1.1M |
| Seamount Financial Group Inc. | 0.93% | Reduce -9.6% | 16,140 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -20.8% | 16,080 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | — | 15,725 | $1.0M |
| Principle Wealth Partners LLC | 0.08% | No change | 15,621 | $1.0M |
| Keybank National Association | 0.00% | Reduce -0.7% | 15,454 | $1.0M |
| Round Rock Advisors LLC | 0.24% | Reduce -23.3% | 15,408 | $1.0M |
| Onyx Bridge Wealth Group LLC | 0.18% | Reduce -1.7% | 15,820 | $1.0M |
| Barclays PLC | 0.00% | Reduce -1.2% | 15,250 | $1.0M |
| Patten & Patten Inc. | 0.07% | Add +9.6% | 15,231 | $1.0M |
| Smith Salley Wealth Management | 0.08% | New | 15,227 | $1.0M |
| St. Louis Trust Co | 0.16% | No change | 15,574 | $1.0M |
| Measured Wealth Private Client Group, LLC | 0.35% | Reduce -17.0% | 15,079 | $993K |
| Perennial Investment Advisors, LLC | 0.15% | Reduce -7.1% | 15,077 | $993K |
| Lodestar Private Asset Management LLC | 0.14% | Add +0.3% | 14,818 | $976K |
| Brown Wealth Management, LLC | 0.40% | Reduce -1.2% | 14,803 | $975K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +49.0% | 14,721 | $970K |
| DHJJ Financial Advisors, Ltd. | 0.43% | Reduce -0.0% | 14,695 | $968K |
| Continuum Wealth Advisors, LLC | 0.55% | Reduce -12.7% | 14,638 | $964K |
| MTM Investment Management, LLC | 0.39% | Reduce -2.8% | 14,471 | $953K |
| Merit Financial Group, LLC | 0.02% | Reduce -1.8% | 14,867 | $952K |
| Cambridge Trust Co. | 0.04% | Reduce -8.9% | 14,445 | $951K |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Add +476.7% | 14,401 | $949K |
| Centaurus Financial, Inc. | 0.07% | Reduce -5.1% | 14,303 | $942K |
| Moneco Advisors, LLC | 0.15% | Add +13.5% | 14,274 | $940K |
| Ancora Advisors LLC | 0.02% | Reduce -1.3% | 14,140 | $931K |
| Symphony Financial, Ltd. Co. | 0.22% | Add +0.2% | 14,118 | $930K |
| Landaas & Co. /Wi | 0.30% | Add +0.1% | 14,081 | $928K |
| Keystone Financial Group | 0.14% | Reduce -71.3% | 14,044 | $925K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.6% | 14,024 | $924K |
| Tompkins Financial Corp. | 0.10% | Add +31.2% | 14,013 | $923K |
| Rede Wealth, LLC | 0.38% | Reduce -1.5% | 13,876 | $914K |
| Legacy Private Trust Co. | 0.07% | Add +3.9% | 13,818 | $910K |
| Meridian Financial Advisors, LLC | 0.67% | Reduce -0.8% | 13,605 | $896K |
| Patriot Investment Management Group, Inc. | 0.07% | No change | 13,592 | $895K |
| MAI Capital Management | 0.01% | Add +4.0% | 13,562 | $893K |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -11.9% | 13,395 | $882K |
| Magnus Financial Group LLC | 0.10% | Reduce -1.6% | 13,251 | $873K |
| National Bank of Canada | 0.00% | Reduce -24.3% | 13,268 | $868K |
| International Assets Investment Management, LLC | 0.09% | Reduce -21.5% | 13,169 | $862K |
| Grey Fox Wealth Advisors, LLC | 0.32% | Reduce -8.0% | 13,079 | $861K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 13,000 | $854K |
| Orca Investment Management, LLC | 0.80% | No change | 12,918 | $851K |
| Global Retirement Partners, LLC | 0.03% | Reduce -14.0% | 12,880 | $848K |
| Synovus Financial Corp. | 0.01% | Reduce -8.7% | 12,833 | $846K |
| Sigma Planning Corp | 0.03% | Add +107.0% | 12,823 | $845K |
| Consolidated Portfolio Review Corp | 0.22% | Reduce -21.8% | 12,746 | $840K |
| Sage Mountain Advisors LLC | 0.09% | No change | 12,651 | $833K |
| Choreo, LLC | 0.02% | Reduce -12.0% | 12,389 | $816K |
| Brighton Jones LLC | 0.03% | Add +10.6% | 12,348 | $813K |
| Wolff Financial Management LLC | 0.24% | Add +0.4% | 12,268 | $808K |
| Allied Investment Advisors, LLC | 0.19% | No change | 12,200 | $804K |
| SouthState Bank Corp | 0.06% | Reduce -7.6% | 12,141 | $800K |
| Viawealth, LLC | 0.50% | Reduce -3.0% | 12,111 | $798K |
| Summit Trail Advisors, LLC | 0.02% | No change | 12,102 | $797K |
| Brick & Kyle, Associates | 0.34% | Reduce -3.0% | 11,884 | $772K |
| MMBG Investment Advisors Co. | 0.08% | No change | 11,636 | $766K |
| TFG Advisers LLC | 0.30% | Reduce -11.0% | 11,553 | $761K |
| Moloney Securities Asset Management, LLC | 0.11% | Reduce -4.1% | 11,492 | $757K |
| Engineers Gate Manager LP | 0.02% | Add +43.8% | 11,353 | $748K |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -1.7% | 11,351 | $748K |
| Venture Visionary Partners LLC | 0.04% | Reduce -14.7% | 11,340 | $747K |
| RFG Advisory, LLC | 0.03% | Add +48.4% | 11,330 | $746K |
| Wedbush Securities Inc. | 0.03% | Reduce -14.8% | 11,269 | $742K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +2.9% | 11,228 | $740K |
| Clark Asset Management, LLC | 0.23% | Add +0.4% | 11,200 | $738K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -6.1% | 11,066 | $729K |
| Graypoint LLC | 0.05% | Add +0.4% | 11,064 | $729K |
| BlackRock Inc. | 0.00% | No change | 11,054 | $728K |
| Intrepid Financial Planning Group LLC | 0.31% | Reduce -2.3% | 11,035 | $727K |
| Flagship Private Wealth, LLC | 0.47% | Reduce -77.2% | 11,002 | $725K |
| Blue Door Asset Management, LLC | 0.49% | No change | 11,000 | $725K |
| Highland Capital Management, LLC | 0.04% | Add +8.8% | 10,875 | $716K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -31.0% | 10,799 | $711K |
| Bedel Financial Consulting, Inc. | 0.11% | Reduce -6.5% | 10,666 | $703K |
| Lanark Financial, Inc. | 0.07% | Reduce -2.6% | 10,607 | $698K |
| Gray Wealth Management Inc. | 0.31% | Reduce -8.3% | 10,577 | $697K |
| Realta Investment Advisors | 0.14% | Reduce -12.2% | 10,545 | $695K |
| Wellspring Financial Advisors, LLC | 0.11% | Reduce -20.3% | 10,538 | $694K |
| Allred Capital Management, LLC | 0.27% | Reduce -1.1% | 10,541 | $694K |
| Sensible Money, LLC | 0.37% | No change | 10,453 | $689K |
| Warner Financial, Inc. | 0.34% | No change | 10,450 | $688K |
| Citizens Financial Group Inc. | 0.02% | Add +0.2% | 10,404 | $685K |
| Arrowroot Family Office, LLC | 0.44% | Reduce -14.9% | 10,395 | $685K |
| Summit Wealth Partners, LLC | 0.14% | No change | 10,287 | $678K |
| Arkadios Wealth Advisors | 0.05% | Add +12.8% | 10,189 | $671K |
| Lane & Associates LLC | 0.42% | Reduce -3.4% | 10,165 | $670K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,120 | $667K |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -12.2% | 10,027 | $661K |
| Yarbrough Capital, LLC | 0.03% | No change | 10,000 | $659K |
| Townsend Asset Management Corp. /NC/ | 0.26% | Reduce -1.3% | 9,992 | $658K |
| Cardiff Park Advisors, LLC | 0.06% | New | 9,986 | $658K |
| GYL Financial Synergies, LLC | 0.05% | Add +0.1% | 9,783 | $644K |
| Hilltop Holdings Inc. | 0.07% | Add +17.6% | 9,744 | $642K |
| Joseph P. Lucia & Associates, LLC | 0.34% | Reduce -2.3% | 9,611 | $633K |
| LMCG Investments, LLC | 0.04% | Reduce -2.6% | 9,567 | $630K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.3% | 9,290 | $612K |
| OneAscent Wealth Management LLC | 0.23% | Add +4.1% | 9,268 | $610K |
| Red Door Wealth Management, LLC | 0.12% | No change | 9,199 | $606K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.9% | 9,076 | $604K |
| Cedar Brook Financial Partners, LLC | 0.12% | Add +0.2% | 9,135 | $602K |
| Prosperity Wealth Management, Inc. | 0.28% | Reduce -14.2% | 8,951 | $590K |
| Gratus Capital, LLC | 0.03% | No change | 8,857 | $583K |
| Tyler-Stone Wealth Management | 0.26% | Add +0.2% | 8,799 | $580K |
| Berger Financial Group, Inc | 0.05% | Add +8.6% | 8,774 | $578K |
| Kendall Capital Management | 0.20% | Reduce -7.9% | 8,750 | $576K |
| Capital Advisors Inc. | 0.01% | Reduce -0.0% | 8,707 | $574K |
| Trust Co. of Oklahoma | 0.20% | Add +106.1% | 8,624 | $568K |
| Level Four Advisory Services, LLC | 0.03% | No change | 8,951 | $561K |
| Tanglewood Legacy Advisors, LLC | 0.27% | Reduce -6.2% | 8,450 | $557K |
| Brown Advisory Inc. | 0.00% | No change | 8,321 | $548K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.3% | 8,309 | $547K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.6% | 8,265 | $544K |
| Compass Advisory Group LLC | 0.24% | Add +0.6% | 8,243 | $543K |
| Independent Wealth Network Inc. | 0.25% | Add +0.5% | 8,135 | $536K |
| Wambolt & Associates, LLC | 0.16% | Reduce -33.4% | 8,161 | $534K |
| Faithward Advisors, LLC | 0.10% | Add +0.1% | 8,067 | $531K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -61.9% | 7,979 | $526K |
| NorthCoast Asset Management LLC | 0.01% | New | 7,978 | $526K |
| Private Advisory Group LLC | 0.07% | Add +13.6% | 7,947 | $523K |
| Bokf, NA | 0.01% | No change | 7,944 | $520K |
| Olistico Wealth, LLC | 0.37% | Reduce -14.6% | 7,857 | $518K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +33.4% | 7,841 | $516K |
| US Bancorp \de | 0.00% | Reduce -18.8% | 7,828 | $516K |
| TKG Advisors, LLC | 0.29% | Reduce -3.0% | 7,825 | $515K |
| Rothschild Investment LLC | 0.04% | No change | 7,807 | $514K |
| Rockingstone Advisors LLC | 0.26% | Reduce -4.0% | 7,790 | $513K |
| Albion Financial Group | 0.04% | Reduce -85.4% | 7,734 | $509K |
| Panoramic Investment Advisors, LLC | 0.37% | Add +0.5% | 7,635 | $503K |
| Redwood Financial Network Corp | 0.44% | Reduce -6.4% | 7,607 | $501K |
| Quantbot Technologies LP | 0.03% | New | 7,542 | $497K |
| Simplex Trading, LLC | 0.01% | Reduce -81.9% | 7,352 | $484K |
| BlueChip Wealth Advisors LLC | 0.31% | No change | 7,199 | $474K |
| East Coast Asset Management, LLC. | 0.17% | No change | 7,191 | $474K |
| Cox Capital Mgt LLC | 0.29% | Add +9.5% | 7,175 | $473K |
| BluePointe Capital Management, LLC | 0.32% | No change | 7,082 | $466K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Reduce -8.2% | 7,070 | $466K |
| Guerra Pan Advisors, LLC | 0.43% | Reduce -0.0% | 7,013 | $462K |
| Merrion Investment Management Co, LLC | 0.33% | No change | 7,000 | $461K |
| Sfmg, LLC | 0.04% | Reduce -8.6% | 6,881 | $453K |
| Arkos Global Advisors | 0.08% | No change | 6,876 | $453K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -49.4% | 6,867 | $452K |
| Jacobi Capital Management LLC | 0.04% | Reduce -9.1% | 6,859 | $452K |
| Biltmore Family Office, LLC | 0.09% | No change | 6,840 | $451K |
| StoneX Group Inc. | 0.04% | Reduce -1.0% | 6,774 | $446K |
| Life Line Wealth Management LLC | 0.17% | Add +1.8% | 6,742 | $444K |
| Gradient Capital Advisors, LLC | 0.16% | Reduce -0.2% | 6,693 | $441K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -6.1% | 6,693 | $441K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -9.2% | 6,637 | $437K |
| Trust Co. of Vermont | 0.02% | No change | 6,630 | $437K |
| HTG Investment Advisors, Inc. | 0.25% | No change | 6,610 | $435K |
| Family Capital Management, Inc. | 0.30% | No change | 6,547 | $431K |
| Segment Wealth Management, LLC | 0.03% | Reduce -1.3% | 6,520 | $429K |
| Flagstar Securities, Inc. | 0.12% | Add +2.9% | 6,459 | $425K |
| Wetzel Investment Advisors, Inc. | 0.25% | Reduce -4.2% | 6,708 | $423K |
| CFO4Life Group, LLC | 0.08% | Add +28.0% | 6,414 | $422K |
| Wesbanco Bank Inc. | 0.02% | No change | 6,390 | $421K |
| Heritage Wealth Management, LLC | 0.21% | Add +0.2% | 6,338 | $418K |
| Prelude Capital Management, LLC | 0.03% | New | 6,316 | $416K |
| Mutual Advisors, LLC | 0.01% | Add +13.2% | 6,301 | $415K |
| Apollon Financial, LLC | 0.14% | Reduce -11.2% | 6,244 | $411K |
| Capstone Wealth Management Group, LLC | 0.29% | Add +88.8% | 6,237 | $411K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.3% | 6,233 | $411K |
| Northwest Financial Advisors | 0.45% | Add +0.0% | 6,175 | $407K |
| Roman Butler Fullerton & Co. | 0.15% | Add +0.0% | 6,207 | $398K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +61.6% | 6,028 | $397K |
| TLWM | 0.09% | No change | 6,013 | $396K |
| Summit Financial, LLC | 0.02% | Add +18.6% | 5,981 | $394K |
| High Falls Advisors, Inc | 0.10% | Add +0.2% | 5,966 | $393K |
| Emergent Wealth Advisors, LLC | 0.34% | Add +11.6% | 5,946 | $392K |
| Flaharty Asset Management, LLC | 0.06% | No change | 5,920 | $390K |
| Tudor Investment Corporation | 0.00% | Reduce -22.2% | 5,920 | $390K |
| Lakeridge Wealth Management LLC | 0.25% | Add +1.3% | 5,903 | $389K |
| Valmark Advisers, Inc. | 0.01% | Add +2.9% | 5,899 | $389K |
| Dakota Wealth Management | 0.01% | New | 5,879 | $387K |
| Providence First Trust Co | 0.17% | Reduce -1.7% | 5,869 | $387K |
| Romano Brothers and Company | 0.05% | No change | 5,850 | $385K |
| Pacific Sun Financial Corp | 0.22% | No change | 5,826 | $384K |
| Jones Financial Companies LLLP | 0.00% | Add +812.7% | 5,814 | $383K |
| Aspiriant, LLC | 0.02% | Add +66.4% | 5,764 | $380K |
| Novak & Powell Financial Services, Inc. | 0.28% | Reduce -0.8% | 5,725 | $377K |
| Seneca House Advisors | 0.16% | Add +0.3% | 5,705 | $376K |
| Journey Strategic Wealth LLC | 0.02% | No change | 5,702 | $376K |
| Cross Staff Investments Inc | 0.32% | No change | 5,684 | $374K |
| Darwin Wealth Management, LLC | 0.10% | Reduce -3.8% | 5,684 | $374K |
| Gen-Wealth Partners Inc | 0.19% | — | 5,676 | $374K |
| Revisor Wealth Management LLC | 0.17% | New | 5,727 | $368K |
| One Capital Management, LLC | 0.01% | Reduce -42.8% | 5,545 | $365K |
| Focus Partners Wealth | 0.00% | New | 5,544 | $365K |
| Snowden Capital Advisors LLC | 0.01% | Add +19.6% | 5,387 | $355K |
| Harbour Investments, Inc. | 0.01% | Reduce -19.0% | 5,344 | $352K |
| WBH Advisory Inc. | 0.04% | Add +0.0% | 5,330 | $351K |
| Balentine LLC | 0.01% | Reduce -99.9% | 5,315 | $350K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 5,204 | $343K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -1.1% | 5,186 | $342K |
| Mission Creek Capital Partners, Inc. | 0.09% | Reduce -2.7% | 5,175 | $341K |
| HCR Wealth Advisors | 0.05% | No change | 5,097 | $336K |
| Edgestream Partners, L.P. | 0.02% | Reduce -27.0% | 5,092 | $335K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 5,043 | $332K |
| Main Street Group, LTD | 0.16% | Add +2.6% | 5,045 | $330K |
| Choate Investment Advisors | 0.01% | No change | 4,994 | $329K |
| Apollon Wealth Management, LLC | 0.01% | No change | 4,939 | $325K |
| Peninsula Wealth, LLC | 0.06% | No change | 4,918 | $324K |
| Investment Partners, LTD. | 0.15% | Add +0.4% | 4,918 | $324K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +13.0% | 4,908 | $323K |
| Transform Wealth, LLC | 0.03% | New | 4,900 | $323K |
| Imprint Wealth LLC | 0.08% | Add +10.0% | 4,920 | $322K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -68.6% | 4,878 | $321K |
| Castle Wealth Management LLC | 0.17% | Reduce -5.1% | 4,865 | $320K |
| SFG Wealth Management, LLC. | 0.19% | Add +0.2% | 4,853 | $320K |
| Wealth Management Associates, Inc. | 0.15% | Add +0.2% | 4,916 | $319K |
| ETF Store, Inc. | 0.18% | Add +45.2% | 4,842 | $319K |
| Lodestone Wealth Management LLC | 0.17% | Add +1.5% | 4,840 | $319K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.8% | 4,792 | $316K |
| Atlas Private Wealth Advisors | 0.11% | Reduce -61.9% | 4,785 | $315K |
| Balyasny Asset Management L.P. | 0.00% | New | 4,781 | $315K |
| AQR Capital Management | 0.00% | New | 4,774 | $314K |
| TrueWealth Advisors, LLC | 0.12% | Reduce -1.4% | 4,769 | $314K |
| Levy Wealth Management Group, LLC | 0.09% | No change | 4,996 | $313K |
| Colonial River Investments, LLC | 0.18% | Reduce -19.1% | 4,731 | $312K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +0.1% | 4,724 | $311K |
| DAVENPORT & Co LLC | 0.00% | Reduce -29.9% | 4,719 | $311K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.9% | 4,703 | $310K |
| Divergent Planning, LLC | 0.13% | No change | 4,706 | $308K |
| Arkansas Financial Group, Inc. | 0.05% | No change | 4,668 | $307K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +15.3% | 4,625 | $305K |
| Clearview Wealth Advisors LLC | 0.31% | Reduce -7.9% | 4,615 | $304K |
| IAM Advisory, LLC | 0.08% | Reduce -4.0% | 4,573 | $301K |
| NBT Bank, N.A. | 0.02% | No change | 4,572 | $301K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -13.5% | 4,539 | $299K |
| Integral Investment Advisors, Inc. | 0.12% | New | 4,500 | $295K |
| OneDigital Investment Advisors LLC | 0.00% | Add +14.5% | 4,424 | $291K |
| Private Trust Co. NA | 0.03% | No change | 4,414 | $291K |
| Principal Securities, Inc. | 0.01% | Reduce -8.4% | 4,407 | $290K |
| Falcon Wealth Planning | 0.05% | No change | 4,396 | $290K |
| Prairie Wealth Advisors, Inc. | 0.14% | — | 4,375 | $288K |
| Fifth Third Bancorp | 0.00% | Reduce -46.5% | 4,317 | $284K |
| CRA Financial Services, LLC | 0.06% | Add +0.1% | 4,287 | $282K |
| IFP Advisors, Inc | 0.01% | Reduce -0.2% | 4,279 | $282K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.1% | 4,270 | $281K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -77.1% | 4,272 | $281K |
| Horan Securities, Inc. | 0.13% | Reduce -28.4% | 4,256 | $280K |
| Appleton Partners Inc. | 0.02% | Reduce -9.1% | 4,247 | $280K |
| Worth Financial Advisory Group, LLC | 0.19% | Add +0.2% | 4,244 | $280K |
| Zhang Financial LLC | 0.02% | No change | 4,227 | $278K |
| Advisor Resource Council | 0.12% | Add +19.9% | 4,413 | $278K |
| Compass Financial Group, INC | 0.06% | Add +0.5% | 4,208 | $277K |
| Creative Financial Designs Inc. | 0.03% | No change | 4,202 | $277K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 4,200 | $277K |
| Merriman Wealth Management, LLC | 0.01% | Add +4.8% | 4,189 | $276K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -95.2% | 4,153 | $274K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.1% | 4,154 | $274K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.1% | 4,154 | $274K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.6% | 4,151 | $273K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -2.6% | 4,323 | $271K |
| Intellectus Partners, LLC | 0.07% | Reduce -15.3% | 4,117 | $271K |
| Boston Family Office LLC | 0.02% | Add +0.2% | 4,117 | $271K |
| ICA Group Wealth Management, LLC | 0.05% | Reduce -9.4% | 4,084 | $269K |
| HBK Sorce Advisory LLC | 0.01% | Add +20.2% | 4,082 | $269K |
| Bailard, Inc. | 0.01% | No change | 4,069 | $268K |
| EPG Wealth Management LLC | 0.07% | Add +0.3% | 4,045 | $266K |
| Newman Dignan & Sheerar, Inc. | 0.07% | No change | 4,028 | $265K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -2.5% | 3,996 | $263K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 3,985 | $262K |
| WJ Wealth Management, LLC | 0.10% | Reduce -14.3% | 3,950 | $260K |
| Essex Bank | 0.07% | No change | 4,105 | $257K |
| Estate Counselors, LLC | 0.03% | No change | 3,900 | $257K |
| Cibc World Market Inc. | 0.00% | Reduce -24.4% | 3,874 | $255K |
| Moseley Investment Management Inc. | 0.13% | Reduce -3.5% | 3,864 | $255K |
| World Investment Advisors | 0.04% | Reduce -22.3% | 3,860 | $254K |
| Tyche Wealth Partners LLC | 0.06% | No change | 3,720 | $245K |
| GenTrust, LLC | 0.01% | Reduce -12.4% | 3,705 | $244K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -72.9% | 3,694 | $243K |
| Stephen J. Garry & Associates, LLC | 0.25% | Add +0.1% | 3,677 | $242K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -83.4% | 3,677 | $242K |
| First Financial Bankshares Inc | 0.01% | No change | 3,667 | $242K |
| Legacy PCG, LLC | 0.15% | Reduce -10.8% | 3,651 | $241K |
| PCA Investment Advisory Services Inc. | 0.13% | Reduce -2.2% | 3,622 | $239K |
| Berkeley Capital Partners, LLC | 0.07% | New | 3,613 | $238K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -6.2% | 3,713 | $237K |
| Richwood Investment Advisors, LLC | 0.21% | No change | 3,569 | $235K |
| Money Concepts Capital Corp. | 0.02% | Reduce -3.5% | 3,561 | $235K |
| KKM Financial LLC | 0.11% | Reduce -50.0% | 3,559 | $234K |
| Lake Street Advisors Group, LLC | 0.01% | Add +0.1% | 3,547 | $234K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -6.0% | 3,538 | $233K |
| Manhattan West Asset Management, LLC | 0.06% | Add +1.0% | 3,534 | $233K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -34.2% | 3,521 | $232K |
| Fort Point Capital Partners LLC | 0.03% | Add +0.1% | 3,514 | $231K |
| Schrum Private Wealth Management LLC | 0.21% | Add +1.6% | 3,510 | $231K |
| HFG Advisors, Inc. | 0.20% | No change | 3,500 | $231K |
| Diversified, LLC | 0.03% | New | 3,485 | $230K |
| Northwest Bancshares, Inc. | 0.04% | Reduce -1.3% | 3,463 | $228K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,454 | $228K |
| Davies Financial Advisors, Inc. | 0.23% | — | 3,449 | $227K |
| Apriem Advisors | 0.03% | No change | 3,418 | $225K |
| Joule Financial, LLC | 0.09% | No change | 3,404 | $224K |
| Carnegie Investment Counsel | 0.01% | Reduce -4.5% | 3,400 | $224K |
| Tiaa Trust, National Association | 0.00% | No change | 3,354 | $221K |
| Detalus Advisors, LLC | 0.08% | Reduce -21.0% | 3,344 | $220K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -57.9% | 3,337 | $220K |
| LVZ, Inc. | 0.03% | No change | 3,323 | $219K |
| Coombe, Bender & Co LLC | 0.13% | Reduce -0.6% | 3,314 | $218K |
| Balboa Wealth Partners | 0.07% | Reduce -7.5% | 3,300 | $217K |
| Stokes Family Office, LLC | 0.03% | No change | 3,281 | $216K |
| Evernest Financial Advisors, LLC | 0.10% | Reduce -49.5% | 3,391 | $216K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +30.2% | 3,266 | $215K |
| Investment Partners Asset Management, Inc. | 0.19% | Reduce -21.7% | 3,253 | $214K |
| Mather Group, Llc. | 0.00% | No change | 3,406 | $213K |
| Vicus Capital | 0.02% | No change | 3,208 | $211K |
| West Coast Financial LLC | 0.03% | New | 3,182 | $210K |
| Pinnacle Financial Partners Inc | 0.00% | New | 3,173 | $209K |
| Second Line Capital, LLC | 0.07% | Reduce -17.4% | 3,173 | $209K |
| Simplicity Wealth,LLC | 0.01% | New | 3,161 | $208K |
| WealthTrust Asset Management, LLC | 0.16% | New | 3,154 | $208K |
| D.B. Root & Company, LLC | 0.07% | Reduce -1.5% | 3,145 | $207K |
| Eudaimonia Partners, LLC | 0.05% | Reduce -47.4% | 3,132 | $206K |
| Intelligence Driven Advisers, LLC | 0.03% | Reduce -23.3% | 3,131 | $206K |
| Alta Wealth Advisors LLC | 0.10% | Reduce -17.7% | 3,129 | $206K |
| Whitcomb & Hess, Inc. | 0.07% | New | 3,120 | $206K |
| Basepoint Wealth LLC | 0.15% | New | 3,109 | $205K |
| 49 Wealth Management, LLC | 0.04% | Reduce -12.3% | 3,123 | $204K |
| Kaizen Financial Strategies | 0.14% | Reduce -18.7% | 3,050 | $201K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -7.2% | 2,900 | $190K |
| Avalon Trust Co | 0.01% | No change | 2,730 | $180K |
| WealthShield Partners, LLC | 0.03% | Reduce -6.5% | 2,697 | $178K |
| Blue Trust, Inc. | 0.00% | Add +443.7% | 2,686 | $177K |
| Capital Analysts, LLC | 0.01% | Add +0.6% | 2,573 | $169K |
| Carmichael Hill & Associates, Inc. | 0.07% | Add +0.4% | 2,530 | $167K |
| Archer Investment Corp | 0.04% | No change | 2,262 | $149K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -41.4% | 2,198 | $145K |
| Glassman Wealth Services | 0.03% | Add +100.5% | 2,181 | $144K |
| Provident Wealth Management, LLC | 0.05% | No change | 2,106 | $139K |
| CVA Family Office, LLC | 0.02% | Add +0.6% | 2,068 | $136K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,043 | $135K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.06% | No change | 1,948 | $128K |
| First Personal Financial Services | 0.03% | No change | 1,935 | $127K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,929 | $127K |
| Front Row Advisors LLC | 0.05% | No change | 1,897 | $125K |
| Nvwm, LLC | 0.03% | Reduce -16.7% | 1,873 | $123K |
| Glen Eagle Advisors, LLC | 0.02% | Add +0.4% | 1,859 | $122K |
| Dagco, Inc. | 0.05% | New | 1,800 | $119K |
| Smithfield Trust Co | 0.01% | No change | 1,778 | $117K |
| Atlantic Private Wealth, LLC | 0.10% | No change | 1,775 | $117K |
| Valley National Advisers Inc. | 0.02% | No change | 1,700 | $111K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,684 | $111K |
| CENTRAL TRUST Co | 0.00% | No change | 1,675 | $110K |
| Gradient Investments LLC | 0.00% | Reduce -56.7% | 1,651 | $109K |
| Glenmede Trust Co. NA | 0.00% | Reduce -40.4% | 1,621 | $107K |
| Pineridge Advisors LLC | 0.04% | Add +16.2% | 1,600 | $105K |
| Founders Capital Management | 0.07% | Reduce -4.3% | 1,590 | $105K |
| Clear Investment Research, LLC | 0.14% | Add +0.3% | 1,545 | $102K |
| Signaturefd, LLC | 0.00% | Add +13.5% | 1,443 | $95K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 1,350 | $89K |
| Castleview Partners, LLC | 0.05% | No change | 1,266 | $83K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,230 | $81K |
| Arax Advisory Partners | 0.01% | Reduce -14.8% | 1,219 | $80K |
| JNBA Financial Advisors | 0.01% | No change | 1,182 | $78K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,174 | $77K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -85.0% | 1,094 | $72K |
| McIlrath & Eck, LLC | 0.01% | Reduce -11.4% | 1,084 | $71K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,008 | $66K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 988 | $65K |
| Avior Wealth Management, LLC | 0.00% | Reduce -34.3% | 1,077 | $65K |
| HM Payson & Co. | 0.00% | No change | 959 | $63K |
| DT Investment Partners, LLC | 0.01% | No change | 955 | $63K |
| First Manhattan Co. Llc. | 0.00% | New | 930 | $61K |
| Sound Income Strategies, LLC | 0.00% | Reduce -4.8% | 913 | $60K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 850 | $56K |
| PSI Advisors, LLC | 0.02% | Add +0.2% | 838 | $55K |
| Wagner Wealth Management, LLC | 0.02% | New | 822 | $54K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 813 | $54K |
| Larson Financial Group LLC | 0.00% | No change | 793 | $52K |
| Delta Asset Management LLC | 0.00% | No change | 739 | $49K |
| Stephens Consulting, LLC | 0.01% | No change | 736 | $48K |
| Avondale Wealth Management | 0.03% | No change | 724 | $48K |
| Quadrant Capital Group LLC | 0.00% | No change | 713 | $47K |
| Spotlight Asset Group, Inc. | 0.03% | No change | 649 | $43K |
| Farther Finance Advisors, LLC | 0.00% | No change | 652 | $43K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -24.4% | 646 | $43K |
| Tsfg, LLC | 0.01% | Reduce -80.0% | 625 | $41K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 610 | $40K |
| IAG Wealth Partners, LLC | 0.01% | No change | 570 | $38K |
| Friedenthal Financial | 0.02% | No change | 547 | $36K |
| Sandy Spring Bank | 0.00% | No change | 537 | $35K |
| Laurel Wealth Advisors LLC | 0.01% | New | 536 | $35K |
| Solstein Capital, LLC | 0.02% | Reduce -75.8% | 524 | $35K |
| Global Trust Asset Management, LLC | 0.01% | Add +149.3% | 501 | $33K |
| Tidemark, LLC | 0.02% | Reduce -9.1% | 491 | $32K |
| NFSG Corp | 0.01% | Reduce -33.1% | 477 | $31K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -1.2% | 476 | $31K |
| Scarborough Advisors, LLC | 0.01% | Reduce -0.4% | 463 | $31K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -25.3% | 448 | $30K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 444 | $29K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 405 | $27K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $26K |
| Assetmark, Inc. | 0.00% | Add +512.3% | 398 | $26K |
| TruNorth Capital Management, LLC | 0.01% | — | 367 | $24K |
| Missouri Trust & Investment Co | 0.01% | No change | 364 | $24K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 319 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 279 | $18K |
| Whittier Trust Co. | 0.00% | No change | 255 | $17K |
| Colonial Trust Advisors | 0.00% | New | 242 | $16K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | No change | 234 | $15K |
| Russell Investments Group, Ltd. | 0.00% | New | 229 | $15K |
| Gables Capital Management Inc. | 0.01% | New | 206 | $14K |
| Financial Freedom, LLC | 0.01% | Add +0.5% | 204 | $13K |
| RFP Financial Group LLC | 0.01% | No change | 203 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 203 | $13K |
| Bogart Wealth, LLC | 0.00% | Add +640.7% | 200 | $13K |
| NorthRock Partners, LLC | 0.00% | Reduce -44.4% | 200 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -91.9% | 200 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 194 | $12K |
| Continuum Advisory, LLC | 0.00% | New | 180 | $12K |
| Northwest Investment Counselors, LLC | 0.00% | New | 162 | $11K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 161 | $11K |
| Crewe Advisors LLC | 0.00% | New | 149 | $10K |
| Chelsea Counsel Co. | 0.01% | New | 147 | $10K |
| MCF Advisors LLC | 0.00% | No change | 140 | $9K |
| Optimum Investment Advisors | 0.00% | Add +0.8% | 125 | $8K |
| Caitlin John, LLC | 0.01% | Add +2.7% | 115 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 106 | $7K |
| Ransom Advisory, Ltd | 0.00% | — | 105 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $7K |
| Key Financial Inc | 0.00% | No change | 64 | $4K |
| Bangor Savings Bank | 0.00% | No change | 58 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 59 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 53 | $3K |
| Caldwell Trust Co | 0.00% | No change | 53 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | Add +1633.3% | 52 | $3K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 47 | $3K |
| Nemes Rush Group LLC | 0.00% | Add +3.0% | 34 | $2K |
| GAMMA Investing LLC | 0.00% | Reduce -3.3% | 29 | $2K |
| Princeton Global Asset Management LLC | 0.00% | No change | 24 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 19 | $1K |
| VitalStone Financial, LLC | 0.00% | No change | 22 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -99.2% | 15 | $988 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -92.9% | 8 | $527 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is SPLV's weight in each manager's 13F, not the share of Invesco S&P 500 Low Volatili the manager owns.