Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q2 2025 (June 30)766holders −4
69new positions
77sold out
5famous investors
$72.82avg. 13F price*
At the end of Q2 2025, 766 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, down 4 from Q1 2025. 69 opened new positions and 77 sold out. The largest holders were Bank of America Corp. ($501.7M), Morgan Stanley ($442.8M) and LPL Financial LLC ($309.8M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $208.3M |
| Exits | 77 | $389.4M |
All 13F filers, Q1 2025 → Q2 2025: 8,717,900 shares bought and 10,381,134 shares sold, net −1,663,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 766 holders
| Bank of America Corp. | 0.04% | Reduce -10.0% | 6,889,395 | $501.7M |
| Morgan Stanley | 0.03% | Reduce -8.2% | 6,080,259 | $442.8M |
| LPL Financial LLC | 0.10% | Add +18.7% | 4,253,984 | $309.8M |
| FMR LLC | 0.01% | Add +29.9% | 2,603,284 | $189.6M |
| Ameriprise Financial Inc. | 0.04% | Add +26.6% | 2,016,453 | $147.3M |
| Wells Fargo & Company | 0.03% | Add +3.6% | 1,929,587 | $140.5M |
| Royal Bank of Canada | 0.03% | Add +24.8% | 1,762,194 | $128.3M |
| Invesco Ltd. | 0.02% | Add +15.9% | 1,487,724 | $108.3M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -4.2% | 1,367,310 | $99.6M |
| Raymond James Financial Inc. | 0.03% | Add +2.8% | 1,146,904 | $83.5M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -5.2% | 1,140,794 | $83.1M |
| UBS Group AG | 0.01% | Reduce -1.0% | 848,094 | $61.8M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 800,204 | $58.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.3% | 778,889 | $56.7M |
| AdvisorShares Investments LLC | 9.83% | New | 748,955 | $54.5M |
| Osaic Holdings, Inc. | 0.09% | Add +21.6% | 711,822 | $51.8M |
| Securian Asset Management, Inc. | 1.43% | No change | 690,000 | $50.2M |
| Equitable Holdings, Inc. | 0.38% | Add +3.0% | 639,987 | $46.6M |
| Cetera Investment Advisers | 0.07% | Add +95.8% | 599,039 | $43.6M |
| Brookstone Capital Management | 0.55% | Reduce -7.0% | 575,598 | $41.9M |
| Private Advisor Group, LLC | 0.21% | Add +36.4% | 528,091 | $38.5M |
| Dynasty Wealth Management, LLC | 0.65% | Add +655.2% | 521,591 | $38.0M |
| Genworth Financial Inc | 8.39% | Add +0.6% | 469,772 | $34.2M |
| Armbruster Capital Management, Inc. | 6.05% | Add +5.5% | 458,863 | $33.4M |
| NewSquare Capital LLC | 2.44% | Reduce -3.2% | 450,761 | $32.8M |
| Vestmark Advisory Solutions, Inc. | 0.47% | New | 447,398 | $32.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -23.3% | 417,852 | $30.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +25.4% | 408,215 | $29.7M |
| New England Private Wealth Advisors LLC | 4.06% | Add +4.1% | 381,317 | $27.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.46% | Add +0.4% | 374,000 | $27.2M |
| Qube Research & Technologies Ltd | 0.04% | Add +1097.5% | 371,371 | $27.0M |
| Two Sigma Investments, LP | 0.05% | Add +129.9% | 359,800 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +45.4% | 351,784 | $25.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +14.0% | 347,559 | $25.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.1% | 334,539 | $24.4M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -25.0% | 325,492 | $23.7M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -1.1% | 320,603 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +27.7% | 310,068 | $22.6M |
| Hantz Financial Services, Inc. | 0.36% | Reduce -3.5% | 307,507 | $22.4M |
| Painted Porch Advisors LLC | 9.12% | Add +1.2% | 305,312 | $22.2M |
| Fluent Financial, LLC | 8.83% | Add +151.2% | 294,330 | $21.4M |
| Sei Investments Co. | 0.02% | Reduce -3.6% | 279,516 | $20.4M |
| Prospera Financial Services Inc | 0.35% | Add +13.6% | 258,645 | $18.8M |
| Jones Financial Companies LLLP | 0.01% | Add +56.6% | 249,480 | $18.0M |
| Cwm, LLC | 0.06% | Add +52.3% | 247,047 | $18.0M |
| FineMark National Bank & Trust | 0.60% | Reduce -0.6% | 240,971 | $17.5M |
| Potomac Fund Management Inc. | 0.96% | New | 230,966 | $16.8M |
| Lido Advisors, LLC | 0.09% | Add +0.0% | 228,170 | $16.6M |
| Capital Investment Advisory Services, LLC | 1.33% | Reduce -0.1% | 222,262 | $16.2M |
| Avantax Advisory Services, Inc. | 0.08% | Add +1.5% | 209,168 | $15.2M |
| Ballast, Inc. | 3.78% | Add +1.1% | 198,447 | $14.5M |
| Capital Advisors, Ltd. LLC | 1.74% | Add +2.9% | 193,776 | $14.1M |
| Wellington Management Group LLP | 0.00% | New | 183,521 | $13.4M |
| Banco BTG Pactual S.A. | 2.68% | Add +6.8% | 180,963 | $13.2M |
| GTS Securities LLC | 0.56% | Add +252.1% | 172,986 | $12.6M |
| JFS Wealth Advisors, LLC | 0.76% | Reduce -0.7% | 164,724 | $12.0M |
| Bell Investment Advisors, Inc | 2.02% | Add +6.3% | 161,196 | $11.7M |
| Corient Private Wealth LP | 0.02% | Reduce -0.9% | 159,091 | $11.6M |
| PFG Advisors | 0.53% | Add +7.9% | 157,849 | $11.5M |
| MML Investors Services, LLC | 0.03% | Add +59.6% | 145,175 | $10.6M |
| Sowell Financial Services LLC | 0.43% | Reduce -26.4% | 143,357 | $10.4M |
| MAI Capital Management | 0.07% | Add +7.2% | 143,310 | $10.4M |
| Bank of Montreal | 0.01% | Add +371.5% | 142,708 | $10.4M |
| HighTower Advisors, LLC | 0.01% | Add +6.3% | 140,045 | $10.2M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | No change | 140,000 | $10.2M |
| Dominguez Wealth Management Solutions, Inc. | 6.86% | Add +6.2% | 135,833 | $9.9M |
| O'ROURKE & COMPANY, Inc | 4.60% | Add +0.2% | 135,431 | $9.9M |
| Atticus Wealth Management, LLC | 2.49% | Add +20.9% | 126,623 | $9.2M |
| NewEdge Advisors, LLC | 0.05% | Reduce -42.2% | 124,743 | $9.1M |
| Creative Planning | 0.01% | Reduce -5.8% | 122,860 | $8.9M |
| Mariner, LLC | 0.01% | Add +4.0% | 121,736 | $8.9M |
| Opes Wealth Management LLC | 1.51% | Add +5.3% | 117,107 | $8.5M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -33.1% | 114,917 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +2.5% | 112,391 | $8.2M |
| Jackson, Grant Investment Advisers, Inc. | 2.84% | Add +0.5% | 106,081 | $7.7M |
| Geneos Wealth Management Inc. | 0.19% | Add +10.0% | 105,818 | $7.7M |
| Nilsine Partners, LLC | 0.76% | Reduce -28.8% | 103,608 | $7.5M |
| Avidian Wealth Enterprises, LLC | 0.31% | New | 103,028 | $7.5M |
| FSC Wealth Advisors, LLC | 4.70% | Add +1.2% | 102,316 | $7.5M |
| Focus Partners Wealth | 0.02% | Add +46.1% | 98,544 | $7.2M |
| Kovack Advisors, Inc. | 0.70% | Add +648.8% | 97,522 | $7.1M |
| First PREMIER Bank | 1.69% | Add +4.9% | 96,009 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +38.8% | 94,328 | $6.9M |
| Franklin Resources Inc. | 0.00% | New | 93,792 | $6.8M |
| Trek Financial, LLC | 0.45% | Add +38.9% | 92,307 | $6.7M |
| American Financial & Tax Strategies Inc. | 3.38% | Reduce -5.8% | 89,922 | $6.5M |
| Lake Hills Wealth Management, LLC | 3.74% | New | 89,756 | $6.5M |
| Flagship Harbor Advisors, LLC | 0.31% | Add +80.6% | 89,436 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | New | 89,099 | $6.5M |
| Strategic Family Wealth Counselors, L.L.C. | 1.84% | Reduce -1.0% | 88,533 | $6.4M |
| Seaview Investment Managers LLC | 1.33% | New | 86,404 | $6.3M |
| Allworth Financial LP | 0.03% | Add +0.9% | 85,996 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +28.9% | 85,461 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.2% | 81,366 | $5.9M |
| Essex Financial Services, Inc. | 0.39% | Reduce -2.1% | 80,789 | $5.9M |
| Petra Financial Advisors Inc. | 3.71% | Reduce -41.7% | 80,228 | $5.8M |
| HB Wealth Management, LLC | 0.05% | Reduce -21.7% | 79,124 | $5.8M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -45.6% | 78,453 | $5.7M |
| Curi Capital, LLC | 0.11% | Add +11.8% | 77,404 | $5.6M |
| Sovereign Investment Advisors, LLC | 1.48% | Reduce -5.4% | 73,800 | $5.4M |
| Cherry Tree Wealth Management, LLC | 1.24% | Reduce -3.2% | 73,278 | $5.3M |
| Glenmede Investment Management, LP | 0.03% | — | 72,480 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +9.7% | 70,876 | $5.2M |
| Stephens Inc. | 0.07% | Add +2.1% | 70,580 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.7% | 70,020 | $5.1M |
| Merit Financial Group, LLC | 0.06% | Reduce -87.5% | 69,392 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +0.8% | 69,127 | $5.0M |
| Farther Finance Advisors, LLC | 0.10% | Add +2.0% | 67,006 | $4.9M |
| Fulcrum Equity Management | 4.98% | New | 66,540 | $4.8M |
| Fifth Third Securities, Inc. | 0.36% | Add +167.8% | 65,765 | $4.8M |
| Cozad Asset Management Inc. | 0.40% | Add +2.3% | 63,062 | $4.6M |
| Park Edge Advisors, LLC | 1.15% | Add +50.3% | 61,575 | $4.5M |
| Captrust Financial Advisors | 0.01% | Reduce -2.6% | 61,552 | $4.5M |
| PFG Investments, LLC | 0.26% | Add +0.6% | 60,480 | $4.4M |
| Chicago Wealth Management, Inc. | 2.09% | New | 60,232 | $4.4M |
| UMB Bank, n.a. | 0.07% | Reduce -11.1% | 59,814 | $4.4M |
| Citigroup Inc. | 0.00% | Add +83.9% | 59,330 | $4.3M |
| Advisors Preferred, LLC | 0.71% | Reduce -12.9% | 58,753 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.2% | 59,046 | $4.3M |
| Pinnacle Wealth Management Group, Inc. | 2.46% | Add +3.7% | 58,926 | $4.3M |
| Burns Matteson Capital Management, LLC | 2.07% | Reduce -1.3% | 58,905 | $4.3M |
| G&S Capital LLC | 1.69% | Add +1.9% | 58,507 | $4.3M |
| Pacific Center for Financial Services | 1.14% | Add +0.1% | 57,476 | $4.2M |
| Klingman & Associates, LLC | 0.23% | No change | 57,181 | $4.2M |
| Focus Financial Network, Inc. | 0.16% | Add +6.5% | 57,124 | $4.2M |
| Integrated Advisors Network LLC | 0.18% | Reduce -11.1% | 55,724 | $4.1M |
| Amundi | 0.00% | Add +16.0% | 55,002 | $4.0M |
| Meriwether Wealth & Planning, LLC | 2.49% | New | 54,598 | $4.0M |
| Ausdal Financial Partners, Inc. | 0.26% | Add +2.4% | 54,043 | $3.9M |
| Convergence Financial, LLC | 0.67% | Add +9.5% | 53,626 | $3.9M |
| Independent Financial Group, LLC | 0.11% | Reduce -17.6% | 53,184 | $3.9M |
| Scotia Capital Inc. | 0.02% | Add +16.9% | 52,912 | $3.9M |
| Summit Financial, LLC | 0.09% | Add +547.0% | 52,441 | $3.8M |
| Asset Allocation Strategies LLC | 0.84% | New | 52,089 | $3.8M |
| Arrow Investment Advisors, LLC | 3.66% | Reduce -3.4% | 51,863 | $3.8M |
| Clear Creek Financial Management, LLC | 0.36% | Add +12.1% | 51,317 | $3.7M |
| Ellis Investment Partners, LLC | 0.72% | Reduce -1.8% | 51,220 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.35% | Reduce -5.0% | 50,915 | $3.7M |
| Diametric Capital, LP | 1.93% | New | 49,685 | $3.6M |
| D. E. Shaw & Co. | 0.00% | Add +527.6% | 49,599 | $3.6M |
| Vigilare Wealth Management | 1.34% | Reduce -75.3% | 49,103 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Add +8.2% | 48,917 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -3.4% | 48,770 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.23% | Add +87.0% | 48,043 | $3.5M |
| IFG Advisory, LLC | 0.17% | Add +8.5% | 47,639 | $3.5M |
| Mgo One Seven LLC | 0.11% | Add +8.0% | 47,361 | $3.4M |
| Johnson & White Wealth Management, LLC | 1.73% | Add +2.9% | 47,221 | $3.4M |
| Squarepoint Ops LLC | 0.01% | New | 46,850 | $3.4M |
| Milestone Investment Advisors LLC | 0.89% | Reduce -0.0% | 46,766 | $3.4M |
| Peterson Wealth Management | 1.97% | Add +1075.8% | 45,561 | $3.3M |
| Creekmur Asset Management LLC | 0.58% | Add +0.0% | 45,348 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -4.7% | 44,940 | $3.3M |
| Arkadios Wealth Advisors | 0.10% | Reduce -0.9% | 44,860 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -59.3% | 43,642 | $3.2M |
| TruWealth Advisors, LLC | 0.17% | Add +6.3% | 42,583 | $3.1M |
| Global Assets Advisory, LLC | 1.20% | Reduce -64.6% | 42,082 | $3.1M |
| First American Trust, FSB | 0.25% | New | 42,367 | $3.1M |
| Sard Wealth Management Group, LLC | 1.87% | Add +0.9% | 41,707 | $3.0M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.1% | 41,669 | $3.0M |
| First Horizon Advisors, Inc. | 0.08% | Add +0.7% | 41,257 | $3.0M |
| WFA of San Diego, LLC | 2.20% | — | 40,878 | $3.0M |
| Western Wealth Management, LLC | 0.18% | Reduce -4.5% | 40,820 | $3.0M |
| Berkshire Money Management, Inc. | 0.31% | New | 40,223 | $2.9M |
| Corundum Group, Inc. | 1.28% | Reduce -0.1% | 39,747 | $2.9M |
| High Net Worth Advisory Group LLC | 0.76% | Add +10.6% | 39,370 | $2.9M |
| Genesee Capital Advisors, LLC | 1.23% | New | 37,719 | $2.7M |
| Global Retirement Partners, LLC | 0.07% | — | 37,000 | $2.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Reduce -62.5% | 36,701 | $2.7M |
| Tradition Wealth Management, LLC | 0.21% | Reduce -1.4% | 36,355 | $2.6M |
| Schaeffer Financial LLC | 2.58% | Add +0.2% | 36,271 | $2.6M |
| Dorsey Wright & Associates | 0.62% | Add +5.1% | 35,909 | $2.6M |
| WCG Wealth Advisors LLC | 0.17% | Reduce -5.6% | 35,358 | $2.6M |
| Prosperity Consulting Group, LLC | 0.18% | Reduce -0.3% | 34,174 | $2.5M |
| Syntegra Private Wealth Group, LLC | 0.25% | Reduce -0.8% | 34,122 | $2.5M |
| Liberty One Investment Management, LLC | 0.25% | Reduce -2.5% | 34,022 | $2.5M |
| WT Wealth Management | 0.72% | Add +1.7% | 33,599 | $2.4M |
| LMCG Investments, LLC | 0.15% | Add +13.0% | 33,295 | $2.4M |
| Avant Capital LLC | 1.86% | Reduce -5.1% | 32,922 | $2.4M |
| WealthBridge Capital Management, LLC | 0.60% | Reduce -0.6% | 32,726 | $2.4M |
| Weaver Capital Management LLC | 0.58% | Reduce -0.7% | 32,323 | $2.4M |
| Trinity Wealth Management, LLC | 0.93% | Add +22.1% | 32,009 | $2.3M |
| Cerity Partners LLC | 0.00% | Reduce -17.1% | 30,967 | $2.3M |
| Clear Harbor Asset Management, LLC | 0.17% | Add +5.8% | 30,956 | $2.3M |
| &partners | 0.02% | Add +8.9% | 30,632 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -73.3% | 30,356 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Reduce -1.4% | 30,117 | $2.2M |
| Verdence Capital Advisors LLC | 0.15% | Reduce -0.7% | 29,928 | $2.2M |
| XML Financial, LLC | 0.19% | Add +2.5% | 29,662 | $2.2M |
| Sheets Smith Wealth Management | 0.25% | Reduce -9.6% | 29,627 | $2.2M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -3.3% | 29,200 | $2.1M |
| Investors Research Corp | 0.42% | Reduce -4.6% | 29,152 | $2.1M |
| Comerica Bank | 0.01% | Add +33.8% | 28,902 | $2.1M |
| AQR Capital Management | 0.00% | Add +109.7% | 28,800 | $2.1M |
| Moran Wealth Management, LLC | 0.06% | New | 28,662 | $2.1M |
| Ridgewood Investments LLC | 0.89% | Reduce -1.2% | 28,237 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Add +2.1% | 27,991 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +10.7% | 27,911 | $2.0M |
| Optima Capital LLC | 1.08% | Reduce -42.4% | 27,692 | $2.0M |
| Financial Advocates Investment Management | 0.16% | Add +0.6% | 27,683 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +21.4% | 27,654 | $2.0M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Add +0.4% | 27,252 | $2.0M |
| Acorn Wealth Advisors, LLC | 0.73% | Add +3.8% | 26,983 | $2.0M |
| Silverlake Wealth Management LLC | 0.58% | Reduce -2.0% | 26,922 | $2.0M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -3.9% | 26,899 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -1.0% | 26,167 | $1.9M |
| Woodmont Investment Counsel LLC | 0.13% | Reduce -1.1% | 26,146 | $1.9M |
| Nikulski Financial, Inc. | 0.52% | Reduce -1.0% | 26,070 | $1.9M |
| Advisory Alpha, LLC | 0.06% | Reduce -2.7% | 25,775 | $1.9M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -5.7% | 25,397 | $1.8M |
| Laurel Wealth Planning LLC | 1.02% | Reduce -2.7% | 24,551 | $1.8M |
| MorganRosel Wealth Management, LLC | 0.49% | Reduce -0.4% | 24,527 | $1.8M |
| Graham Capital Management, L.P. | 0.05% | Reduce -65.0% | 24,500 | $1.8M |
| Tompkins Financial Corp. | 0.16% | No change | 24,187 | $1.8M |
| Old North State Trust, LLC | 1.20% | Reduce -0.4% | 24,174 | $1.8M |
| ORG Partners LLC | 0.38% | Add +23.1% | 23,942 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -28.1% | 23,844 | $1.7M |
| Hilltop Holdings Inc. | 0.11% | Add +35.7% | 23,663 | $1.7M |
| Northwest Capital Management Inc | 0.93% | Reduce -25.5% | 23,657 | $1.7M |
| Consolidated Portfolio Review Corp | 0.24% | Add +5.0% | 23,562 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 23,413 | $1.7M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -0.9% | 22,982 | $1.7M |
| Golden State Wealth Management, LLC | 0.20% | Add +1113.8% | 22,735 | $1.7M |
| Amplius Wealth Advisors, LLC | 0.15% | Add +0.0% | 22,673 | $1.7M |
| Johnson Investment Counsel Inc. | 0.01% | Add +13.2% | 22,622 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Add +24.7% | 22,086 | $1.6M |
| Great Waters Wealth Management | 0.21% | Reduce -1.3% | 22,135 | $1.6M |
| Transatlantique Private Wealth LLC | 0.59% | Add +4.6% | 21,929 | $1.6M |
| Long Island Wealth Management, Inc. | 0.82% | Add +0.3% | 21,723 | $1.6M |
| Seamount Financial Group Inc. | 0.81% | Add +13.8% | 21,613 | $1.6M |
| Paragon Private Wealth Management, LLC | 0.63% | Reduce -9.2% | 21,565 | $1.6M |
| Millennium Management | 0.00% | New | 21,207 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -5.3% | 20,315 | $1.5M |
| IFP Advisors, Inc | 0.04% | Add +120.4% | 20,157 | $1.5M |
| Tranquility Partners, LLC | 0.52% | Reduce -0.3% | 20,006 | $1.5M |
| Visionary Wealth Advisors | 0.07% | Reduce -6.6% | 19,489 | $1.4M |
| Prelude Capital Management, LLC | 0.14% | New | 19,439 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +0.1% | 19,152 | $1.4M |
| Northcape Wealth Management, LLC | 0.42% | Reduce -7.0% | 19,103 | $1.4M |
| Santori & Peters, Inc. | 0.50% | Reduce -0.1% | 19,100 | $1.4M |
| Tempus Wealth Planning, LLC | 0.34% | Reduce -0.8% | 18,905 | $1.4M |
| Tyler-Stone Wealth Management | 0.22% | Add +21.3% | 18,885 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.2% | 18,868 | $1.4M |
| MGB Wealth Management, LLC | 0.45% | Reduce -3.4% | 18,829 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.0% | 18,793 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +2.0% | 18,775 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -3.6% | 18,646 | $1.4M |
| Money Concepts Capital Corp. | 0.09% | Add +359.5% | 18,421 | $1.3M |
| SageView Advisory Group, LLC | 0.05% | Reduce -5.1% | 18,368 | $1.3M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -1.1% | 18,229 | $1.3M |
| Midwest Financial Group LLC | 0.70% | Reduce -1.5% | 18,244 | $1.3M |
| Winthrop Capital Management, LLC | 0.34% | No change | 18,228 | $1.3M |
| Trilogy Capital Inc. | 0.06% | Add +0.3% | 17,879 | $1.3M |
| Laraway Financial Advisors Inc | 0.98% | Reduce -0.7% | 17,682 | $1.3M |
| Kingstone Capital Partners Texas, LLC | 0.84% | Reduce -34.4% | 17,592 | $1.3M |
| TPG Advisors LLC | 0.92% | Reduce -0.8% | 17,509 | $1.3M |
| Harfst & Associates, Inc. | 0.26% | Reduce -3.8% | 17,503 | $1.3M |
| Capstone Wealth Management Group LLC | 0.92% | Reduce -3.1% | 17,409 | $1.3M |
| Creative Financial Designs Inc. | 0.09% | Add +33.5% | 17,289 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.60% | New | 16,997 | $1.2M |
| Flagship Private Wealth, LLC | 0.51% | Add +5.1% | 16,579 | $1.2M |
| Trueblood Wealth Management, LLC | 0.50% | Reduce -1.4% | 16,519 | $1.2M |
| Financial Life Advisors | 0.40% | Add +46.3% | 16,103 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.5% | 15,756 | $1.1M |
| City Center Advisors, LLC | 1.23% | Add +12.5% | 15,747 | $1.1M |
| SC&H Financial Advisors, Inc. | 0.19% | Reduce -0.5% | 15,514 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +5.4% | 15,428 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -11.9% | 15,373 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +6.8% | 15,256 | $1.1M |
| Sollinda Capital Management LLC | 0.29% | New | 15,228 | $1.1M |
| HBW Advisory Services LLC | 0.14% | Add +0.3% | 15,223 | $1.1M |
| GC Wealth Management RIA, LLC | 0.09% | New | 15,155 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +0.3% | 15,097 | $1.1M |
| Vise Technologies, Inc. | 0.05% | — | 15,034 | $1.1M |
| Perennial Investment Advisors, LLC | 0.11% | Add +0.5% | 14,989 | $1.1M |
| Principle Wealth Partners LLC | 0.07% | Add +0.0% | 14,837 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -2.4% | 14,676 | $1.1M |
| Brown Wealth Management, LLC | 0.33% | Reduce -1.1% | 14,641 | $1.1M |
| SouthState Bank Corp | 0.05% | Reduce -20.6% | 14,410 | $1.0M |
| Lodestar Private Asset Management LLC | 0.12% | Add +0.1% | 14,337 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +9.3% | 14,241 | $1.0M |
| Virtus Wealth Solutions LLC | 0.21% | Reduce -15.8% | 14,151 | $1.0M |
| BlackRock, Inc. | 0.00% | Add +13.6% | 14,121 | $1.0M |
| AG Asset Advisory, LLC | 0.89% | No change | 14,037 | $1.0M |
| Meridian Financial Advisors, LLC | 0.66% | Add +7.7% | 14,009 | $1.0M |
| Ancora Advisors LLC | 0.02% | Reduce -0.5% | 13,973 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -50.5% | 13,887 | $1.0M |
| Sound Financial Strategies Group, LLC | 0.85% | Reduce -0.9% | 13,883 | $1.0M |
| Variant Private Wealth, LLC | 1.04% | Reduce -1.6% | 13,775 | $1.0M |
| Patten & Patten Inc. | 0.06% | Reduce -3.4% | 13,639 | $993K |
| DAVENPORT & Co LLC | 0.01% | Add +39.7% | 13,601 | $990K |
| American Capital Advisory, LLC | 0.49% | Reduce -2.6% | 13,586 | $989K |
| PMG Wealth Management, Inc. | 0.81% | No change | 13,455 | $980K |
| Moneywise, Inc. | 0.46% | Reduce -18.1% | 13,399 | $976K |
| Brookwood Investment Group LLC | 0.16% | Reduce -1.7% | 13,288 | $968K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -1.6% | 13,256 | $965K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -18.9% | 13,122 | $956K |
| JTC Employer Solutions Trustee Ltd | 0.09% | No change | 13,000 | $947K |
| Wood Tarver Financial Group, LLC | 0.28% | Reduce -0.8% | 12,979 | $945K |
| Continuum Wealth Advisors, LLC | 0.45% | Reduce -1.1% | 12,960 | $944K |
| GPS Wealth Strategies Group, LLC | 0.11% | Reduce -1.5% | 12,946 | $943K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.6% | 12,918 | $941K |
| Orca Investment Management, LLC | 0.85% | No change | 12,918 | $941K |
| Brighton Jones LLC | 0.03% | Reduce -0.4% | 12,847 | $936K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 12,766 | $930K |
| Northwest & Ethical Investments L.P. | 0.02% | Reduce -73.4% | 12,847 | $928K |
| MTM Investment Management, LLC | 0.31% | Reduce -6.4% | 12,693 | $924K |
| Round Rock Advisors LLC | 0.16% | Reduce -2.8% | 12,672 | $923K |
| Belpointe Asset Management LLC | 0.04% | Reduce -31.8% | 12,665 | $922K |
| VestGen Advisors, LLC | 0.04% | Add +225.4% | 12,650 | $921K |
| Sage Mountain Advisors LLC | 0.06% | No change | 12,635 | $920K |
| WESPAC Advisors SoCal, LLC | 0.21% | Add +273.1% | 12,627 | $919K |
| Gotham Asset Management | 0.01% | New | 12,610 | $918K |
| Landaas & Co. /Wi | 0.22% | Add +0.2% | 12,608 | $918K |
| Symphony Financial, Ltd. Co. | 0.12% | New | 12,602 | $917K |
| Legacy Private Trust Co. | 0.06% | Reduce -0.6% | 12,593 | $917K |
| Moneco Advisors, LLC | 0.09% | Reduce -1.7% | 12,590 | $917K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.8% | 12,513 | $911K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -1.2% | 12,299 | $896K |
| Choreo, LLC | 0.01% | Add +7.1% | 12,246 | $892K |
| Allied Investment Advisors, LLC | 0.16% | No change | 12,200 | $888K |
| Uptick Partners, LLC | 0.25% | Reduce -0.7% | 12,107 | $882K |
| Summit Trail Advisors, LLC | 0.02% | No change | 12,102 | $881K |
| Journey Strategic Wealth LLC | 0.03% | Add +16.7% | 11,965 | $871K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.99% | No change | 11,958 | $871K |
| WealthShield Partners, LLC | 0.10% | Add +437.0% | 11,911 | $867K |
| Magnus Financial Group LLC | 0.08% | Add +4.1% | 11,897 | $866K |
| Keybank National Association | 0.00% | No change | 11,678 | $850K |
| Wolff Financial Management LLC | 0.22% | Add +0.4% | 11,628 | $847K |
| Runnymede Capital Advisors, Inc. | 0.78% | Reduce -77.8% | 11,579 | $843K |
| Citadel Advisors | 0.00% | Reduce -77.8% | 11,572 | $843K |
| Efficient Advisors, LLC | 0.05% | New | 11,524 | $839K |
| Eastern Bank | 0.02% | Add +0.5% | 11,506 | $838K |
| Whittier Trust Co. | 0.01% | No change | 11,405 | $830K |
| Clearwater Capital Advisors, LLC | 0.08% | No change | 11,351 | $827K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -2.2% | 11,220 | $817K |
| Clark Asset Management, LLC | 0.11% | No change | 11,200 | $816K |
| Asset Dedication, LLC | 0.06% | No change | 11,169 | $813K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -1.4% | 11,127 | $810K |
| Arrowroot Family Office, LLC | 0.36% | — | 11,128 | $810K |
| Synovus Financial Corp. | 0.01% | Reduce -1.2% | 11,049 | $805K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -5.4% | 10,981 | $800K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.5% | 10,947 | $797K |
| Grey Fox Wealth Advisors, LLC | 0.19% | Add +0.3% | 10,906 | $794K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -8.4% | 10,890 | $793K |
| Verity Asset Management, Inc. | 0.38% | New | 10,878 | $792K |
| Westbourne Investments, Inc. | 0.42% | Add +2.1% | 10,836 | $789K |
| Hicks Capital Management LLC | 1.24% | Add +0.0% | 10,721 | $781K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +0.0% | 10,681 | $778K |
| Harvest Investment Services, LLC | 0.17% | Add +0.3% | 10,587 | $771K |
| Allred Capital Management, LLC | 0.29% | Add +9.1% | 10,591 | $770K |
| Waterloo Capital, L.P. | 0.06% | Reduce -89.4% | 10,571 | $770K |
| Sensible Money, LLC | 0.29% | No change | 10,453 | $761K |
| Smith Salley Wealth Management | 0.04% | Add +0.1% | 10,374 | $755K |
| L.M. Kohn & Company | 0.20% | New | 10,361 | $754K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -18.4% | 10,348 | $754K |
| NorthCoast Asset Management LLC | 0.00% | Add +76.4% | 10,345 | $753K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -14.6% | 10,257 | $747K |
| Park Avenue Securities LLC | 0.01% | Reduce -9.8% | 10,187 | $742K |
| Brick & Kyle, Associates | 0.33% | Add +0.3% | 10,065 | $740K |
| World Investment Advisors | 0.02% | Reduce -70.5% | 10,151 | $739K |
| International Assets Investment Management, LLC | 0.06% | Add +36.5% | 10,150 | $739K |
| Capital Advisors Inc. | 0.01% | No change | 10,122 | $737K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,120 | $737K |
| Whipplewood Advisors, LLC | 0.40% | Reduce -50.7% | 10,102 | $736K |
| TFG Advisers LLC | 0.25% | Reduce -0.1% | 10,087 | $735K |
| Viawealth, LLC | 0.43% | Reduce -10.9% | 10,057 | $732K |
| Yarbrough Capital, LLC | 0.03% | No change | 10,000 | $728K |
| Optivise Advisory Services LLC | 0.37% | Add +2.3% | 9,976 | $726K |
| Apex Wealth Management, LLC | 0.58% | New | 9,938 | $724K |
| US Bancorp \de | 0.00% | Add +16.4% | 9,843 | $717K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -15.9% | 9,730 | $709K |
| Intrepid Financial Planning Group LLC | 0.29% | No change | 9,402 | $685K |
| Symmetry Partners, LLC | 0.08% | Add +31.5% | 9,354 | $681K |
| Graypoint LLC | 0.04% | Reduce -1.9% | 9,226 | $672K |
| Red Door Wealth Management, LLC | 0.08% | No change | 9,199 | $670K |
| Barclays PLC | 0.00% | Add +9.0% | 9,050 | $659K |
| TKG Advisors, LLC | 0.29% | Add +9.7% | 8,963 | $653K |
| Ascentis Independent Advisors | 0.12% | Add +7.2% | 8,950 | $652K |
| Rede Wealth, LLC | 0.24% | Reduce -1.1% | 8,949 | $652K |
| Woodside Wealth Management LLC | 0.56% | No change | 8,948 | $652K |
| StoneX Group Inc. | 0.03% | Add +16.4% | 8,928 | $650K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -20.3% | 8,870 | $646K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 8,825 | $643K |
| Private Advisory Group LLC | 0.06% | Add +121.0% | 8,743 | $637K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -6.9% | 8,670 | $635K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +2.9% | 8,717 | $635K |
| Snowden Capital Advisors LLC | 0.02% | Add +39.5% | 8,689 | $633K |
| 111 Capital | 0.11% | New | 8,684 | $632K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -51.0% | 8,630 | $628K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -18.9% | 8,588 | $625K |
| Smartleaf Asset Management LLC | 0.05% | Add +171.4% | 8,567 | $619K |
| Summit Wealth Partners, LLC | 0.12% | No change | 8,445 | $615K |
| Townsend Asset Management Corp. /NC/ | 0.22% | Add +0.3% | 8,277 | $603K |
| Faithward Advisors, LLC | 0.09% | Add +0.1% | 8,096 | $590K |
| Mission Creek Capital Partners, Inc. | 0.13% | Add +2.0% | 8,079 | $588K |
| Tradewinds, LLC. | 0.44% | New | 8,009 | $583K |
| Merkkuri Wealth Advisors LLC | 0.44% | Add +0.5% | 8,009 | $583K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,007 | $583K |
| Mullooly Asset Management, Inc. | 0.24% | Add +0.4% | 8,000 | $583K |
| Atria Investments, Inc | 0.01% | Reduce -1.2% | 7,958 | $580K |
| Prosperity Wealth Management, Inc. | 0.21% | Add +1.6% | 7,930 | $577K |
| Panoramic Investment Advisors, LLC | 0.35% | Add +0.8% | 7,818 | $569K |
| Centurion Wealth Management LLC | 0.16% | No change | 7,755 | $565K |
| Two Sigma Securities, LLC | 0.07% | Reduce -55.3% | 7,747 | $564K |
| Xponance LLC | 0.00% | New | 7,715 | $562K |
| FSM Wealth Advisors, LLC | 0.09% | New | 7,649 | $558K |
| Trust Co. of Vermont | 0.03% | No change | 7,630 | $556K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.0% | 7,606 | $554K |
| Redwood Financial Network Corp | 0.37% | Reduce -0.6% | 7,579 | $552K |
| Lakeridge Wealth Management LLC | 0.25% | Reduce -9.0% | 7,538 | $549K |
| Joseph P. Lucia & Associates, LLC | 0.22% | Reduce -2.0% | 7,506 | $547K |
| Benjamin Edwards Inc. | 0.01% | Reduce -7.9% | 7,446 | $542K |
| Highland Capital Management, LLC | 0.03% | Reduce -11.4% | 7,444 | $542K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -2.8% | 7,387 | $538K |
| Dakota Wealth Management | 0.01% | Add +44.8% | 7,311 | $532K |
| Rothschild Investment LLC | 0.03% | Reduce -7.7% | 7,207 | $525K |
| East Coast Asset Management, LLC. | 0.17% | No change | 7,191 | $524K |
| Simplex Trading, LLC | 0.01% | Reduce -68.9% | 7,184 | $523K |
| Ascentis Wealth Management, LLC | 0.14% | Add +19.9% | 7,068 | $518K |
| Wedbush Securities Inc. | 0.02% | Reduce -6.6% | 7,077 | $515K |
| Venture Visionary Partners LLC | 0.02% | Reduce -1.0% | 7,049 | $513K |
| Heck Capital Advisors, LLC | 0.04% | Add +1318.2% | 7,034 | $512K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.5% | 7,027 | $512K |
| Aspiriant, LLC | 0.02% | No change | 7,014 | $511K |
| Guerra Pan Advisors, LLC | 0.34% | No change | 7,013 | $511K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | Reduce -7.7% | 6,992 | $509K |
| Sequent Planning LLC | 0.16% | Add +5.7% | 6,891 | $502K |
| Creekside Partners | 0.24% | No change | 6,842 | $498K |
| Olistico Wealth, LLC | 0.28% | No change | 6,835 | $498K |
| Tanglewood Legacy Advisors, LLC | 0.20% | No change | 6,811 | $496K |
| RFG Advisory, LLC | 0.01% | Reduce -34.0% | 6,777 | $494K |
| CENTRAL TRUST Co | 0.01% | Reduce -33.9% | 6,775 | $493K |
| Harbour Investments, Inc. | 0.01% | Add +2.6% | 6,766 | $493K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.8% | 6,696 | $488K |
| Rockingstone Advisors LLC | 0.26% | Reduce -11.8% | 6,690 | $487K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 6,652 | $484K |
| Life Line Wealth Management LLC | 0.16% | Add +0.5% | 6,651 | $484K |
| Berger Financial Group, Inc | 0.03% | Reduce -11.2% | 6,610 | $481K |
| OneAscent Wealth Management LLC | 0.18% | Add +1.9% | 6,601 | $481K |
| Compass Advisory Group LLC | 0.15% | Add +0.5% | 6,577 | $479K |
| Family Capital Management, Inc. | 0.25% | No change | 6,547 | $477K |
| VestGen Investment Management | 0.34% | Reduce -10.8% | 6,534 | $476K |
| Harbor Asset Planning, Inc. | 0.45% | — | 6,494 | $473K |
| Legacy Capital Group California, Inc. | 0.13% | New | 6,487 | $472K |
| CFO4Life Group, LLC | 0.07% | Add +0.1% | 6,447 | $469K |
| Northwest Financial Advisors | 0.65% | Reduce -1.1% | 6,380 | $465K |
| Trust Point Inc. | 0.04% | Reduce -6.3% | 6,373 | $464K |
| Regal Investment Advisors LLC | 0.03% | Reduce -3.3% | 6,370 | $464K |
| Bravias Capital Group, LLC | 0.34% | Add +14.8% | 6,363 | $463K |
| Segment Wealth Management, LLC | 0.03% | Add +0.1% | 6,343 | $462K |
| Providence First Trust Co | 0.16% | No change | 6,216 | $453K |
| Wesbanco Bank Inc. | 0.01% | No change | 6,215 | $453K |
| Apollon Financial, LLC | 0.10% | Add +0.1% | 6,207 | $452K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 6,156 | $448K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,156 | $448K |
| Lanark Financial, Inc. | 0.04% | Add +0.1% | 6,161 | $448K |
| KWB Wealth | 0.05% | Add +10.7% | 5,958 | $445K |
| Mather Group, Llc. | 0.00% | Reduce -3.7% | 6,108 | $445K |
| Integrity Alliance, Llc. | 0.02% | Reduce -58.6% | 6,102 | $444K |
| Heritage Family Offices, LLP | 0.22% | No change | 6,024 | $444K |
| TLWM | 0.08% | Add +1.1% | 6,080 | $443K |
| Biltmore Family Office, LLC | 0.07% | Add +7.1% | 6,025 | $439K |
| Gradient Capital Advisors, LLC | 0.13% | No change | 5,958 | $434K |
| Romano Brothers and Company | 0.05% | Add +1.7% | 5,950 | $433K |
| Private Trust Co. NA | 0.04% | Reduce -2.3% | 5,946 | $433K |
| Wetzel Investment Advisors, Inc. | 0.20% | Reduce -7.7% | 5,941 | $433K |
| Flaharty Asset Management, LLC | 0.06% | No change | 5,920 | $431K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +11.5% | 5,905 | $430K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,861 | $427K |
| WBH Advisory Inc. | 0.04% | No change | 5,859 | $427K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.4% | 5,853 | $427K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +221.6% | 5,812 | $423K |
| J. Goldman & Co LP | 0.01% | New | 5,809 | $423K |
| Wealth Management Associates, Inc. | 0.16% | Add +5.7% | 5,775 | $421K |
| Brown Miller Wealth Management, LLC | 0.13% | No change | 5,770 | $420K |
| HTG Investment Advisors, Inc. | 0.15% | No change | 5,721 | $417K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 5,670 | $413K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +101.4% | 5,563 | $405K |
| Trust Co. of Oklahoma | 0.13% | Reduce -33.9% | 5,517 | $402K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Add +0.2% | 5,502 | $401K |
| SeaCrest Wealth Management, LLC | 0.04% | No change | 5,475 | $399K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.4% | 5,417 | $394K |
| Advisor Resource Council | 0.19% | Reduce -91.4% | 5,327 | $388K |
| Neuberger Berman Group LLC | 0.00% | Add +4.4% | 5,325 | $388K |
| McCarter Private Wealth Services LLC | 0.22% | No change | 5,322 | $388K |
| Quantinno Capital Management LP | 0.00% | Add +10.3% | 5,262 | $383K |
| Curated Wealth Partners LLC | 0.04% | No change | 5,235 | $381K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.0% | 5,080 | $375K |
| Seneca House Advisors | 0.16% | Reduce -6.6% | 5,138 | $374K |
| Cross Staff Investments Inc | 0.28% | No change | 5,134 | $374K |
| HCR Wealth Advisors | 0.04% | Reduce -3.8% | 5,133 | $374K |
| Ascent Group, LLC | 0.01% | No change | 5,133 | $374K |
| FLP Wealth Management, LLC | 1.04% | Reduce -18.2% | 5,109 | $372K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -75.1% | 5,072 | $369K |
| High Falls Advisors, Inc | 0.08% | Add +1.0% | 5,065 | $369K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 5,017 | $365K |
| Leo Wealth, LLC | 0.03% | No change | 5,002 | $364K |
| Nadler Financial Group, Inc. | 0.04% | New | 5,000 | $364K |
| Investment Partners, LTD. | 0.14% | Add +0.3% | 4,990 | $363K |
| Meridian Investment Counsel Inc. | 0.10% | No change | 4,948 | $360K |
| IAM Advisory, LLC | 0.09% | Reduce -0.3% | 4,940 | $360K |
| Valpey Financial Services, LLC | 0.25% | — | 4,909 | $357K |
| Bay Rivers Group | 0.16% | New | 4,894 | $356K |
| Valmark Advisers, Inc. | 0.01% | Reduce -16.6% | 4,889 | $356K |
| Gen-Wealth Partners Inc | 0.14% | No change | 4,876 | $355K |
| Headland Capital, LLC | 0.11% | Reduce -97.8% | 4,874 | $355K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +1.3% | 4,808 | $354K |
| Novak & Powell Financial Services, Inc. | 0.24% | Add +0.0% | 4,842 | $353K |
| TrueWealth Advisors, LLC | 0.10% | No change | 4,761 | $347K |
| Medallion Wealth Advisors, LLC | 0.13% | No change | 4,716 | $346K |
| Divergent Planning, LLC | 0.10% | No change | 4,706 | $345K |
| One Capital Management, LLC | 0.01% | Reduce -39.3% | 4,735 | $345K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +0.5% | 4,709 | $343K |
| Castle Wealth Management LLC | 0.12% | No change | 4,700 | $342K |
| Jacobi Capital Management LLC | 0.02% | Reduce -1.9% | 4,699 | $342K |
| Keystone Financial Group | 0.03% | No change | 4,672 | $340K |
| Arkansas Financial Group, Inc. | 0.05% | No change | 4,668 | $340K |
| Providence Capital Advisors, LLC | 0.06% | New | 4,612 | $336K |
| Csenge Advisory Group | 0.02% | Add +0.1% | 4,500 | $331K |
| Pacific Sun Financial Corp | 0.17% | Reduce -17.8% | 4,536 | $330K |
| Broyhill Asset Management, LLC | 0.30% | No change | 4,500 | $328K |
| Compass Capital Corp. /Ma/ | 0.15% | No change | 4,380 | $326K |
| Prairie Wealth Advisors, Inc. | 0.14% | Add +0.6% | 4,445 | $324K |
| Spire Wealth Management | 0.01% | Add +68.2% | 9,250 | $324K |
| Meitav Investment House Ltd. | 0.00% | Add +4.7% | 4,477 | $323K |
| Quantbot Technologies LP | 0.01% | New | 4,398 | $320K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.3% | 4,381 | $319K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.9% | 4,377 | $319K |
| Horan Securities, Inc. | 0.11% | Add +0.4% | 4,342 | $316K |
| Fifth Third Bancorp | 0.00% | No change | 4,338 | $316K |
| BSW Wealth Partners | 0.04% | Reduce -1.4% | 4,336 | $316K |
| CRA Financial Services, LLC | 0.05% | No change | 4,305 | $314K |
| Compass Financial Group, INC | 0.05% | Add +0.5% | 4,299 | $313K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -2.8% | 4,296 | $313K |
| Northern Trust Corp. | 0.00% | Reduce -27.1% | 4,262 | $310K |
| CW Advisors, LLC | 0.00% | Reduce -3.3% | 4,260 | $310K |
| Zhang Financial LLC | 0.01% | Reduce -38.8% | 4,227 | $308K |
| Beacon Financial Advisory LLC | 0.08% | Add +0.2% | 4,172 | $304K |
| GWN Securities Inc. | 0.06% | Reduce -83.2% | 4,120 | $300K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.1% | 4,084 | $297K |
| Emergent Wealth Advisors, LLC | 0.19% | Add +0.4% | 4,063 | $296K |
| Earned Wealth Advisors, LLC | 0.06% | Add +0.4% | 4,043 | $294K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,021 | $293K |
| NBT Bank, N.A. | 0.02% | No change | 4,009 | $292K |
| KCM Investment Advisors LLC | 0.01% | New | 3,996 | $291K |
| Wealthfront Advisers LLC | 0.00% | Add +2.8% | 3,978 | $290K |
| Boston Family Office LLC | 0.02% | Add +0.1% | 3,943 | $287K |
| Worth Financial Advisory Group, LLC | 0.18% | No change | 3,937 | $287K |
| Wambolt & Associates, LLC | 0.10% | No change | 3,907 | $287K |
| Clearview Wealth Advisors LLC | 0.20% | Reduce -0.3% | 3,906 | $284K |
| Farmers Trust Co. | 0.05% | No change | 3,905 | $284K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 3,888 | $283K |
| Moseley Investment Management Inc. | 0.10% | No change | 3,874 | $282K |
| Cibc World Market Inc. | 0.00% | Add +1.9% | 3,866 | $282K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -21.9% | 3,808 | $277K |
| Carr Financial Group Corp | 0.08% | Add +0.0% | 3,801 | $277K |
| Carnegie Investment Counsel | 0.01% | Add +10.0% | 3,774 | $275K |
| Empower Advisory Group, LLC | 0.00% | Add +1.4% | 3,754 | $273K |
| OneAscent Family Office, LLC | 0.26% | No change | 3,736 | $272K |
| Lionshead Wealth Management, LLC | 0.25% | Add +1.6% | 3,725 | $271K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.3% | 3,675 | $271K |
| Tyche Wealth Partners LLC | 0.05% | No change | 3,720 | $271K |
| Bailard, Inc. | 0.01% | Reduce -2.2% | 3,691 | $269K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 3,670 | $267K |
| TCFG Wealth Management, LLC | 0.12% | Add +19.9% | 3,668 | $267K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 3,652 | $266K |
| Fogel Capital Management, Inc. | 0.14% | New | 3,650 | $266K |
| Freestone Capital Holdings, LLC | 0.01% | Add +1.7% | 3,644 | $265K |
| Falcon Wealth Planning | 0.03% | No change | 3,639 | $265K |
| Smith Thornton Advisors LLC | 0.15% | No change | 3,612 | $263K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 3,575 | $262K |
| Gibbs Wealth Management | 0.05% | Add +14.8% | 3,572 | $260K |
| Centaurus Financial, Inc. | 0.02% | Reduce -77.0% | 3,548 | $258K |
| Atlantic Private Wealth, LLC | 0.17% | Add +0.1% | 3,542 | $258K |
| Intellectus Partners, LLC | 0.06% | Add +0.1% | 3,539 | $258K |
| Fort Point Capital Partners LLC | 0.03% | Add +0.0% | 3,520 | $256K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.9% | 3,504 | $255K |
| HFG Advisors, Inc. | 0.20% | No change | 3,500 | $255K |
| Merrion Investment Management Co, LLC | 0.17% | No change | 3,500 | $255K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 3,500 | $255K |
| Regal Partners Ltd | 0.02% | New | 3,500 | $255K |
| Essex Bank | 0.06% | No change | 3,482 | $254K |
| Transce3nd, LLC | 0.11% | Add +13.1% | 3,478 | $253K |
| Evernest Financial Advisors, LLC | 0.08% | Add +0.5% | 3,470 | $253K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,454 | $252K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.4% | 3,440 | $251K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -97.8% | 3,446 | $251K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +13.1% | 3,417 | $249K |
| Boreal Capital Management LLC | 0.24% | — | 3,407 | $248K |
| Strategic Equity Management | 0.09% | Reduce -36.4% | 3,387 | $247K |
| Wealthcare Capital Partners, LLC | 0.12% | Add +3.8% | 3,384 | $246K |
| KKM Financial LLC | 0.09% | No change | 3,367 | $245K |
| MFA Wealth Services | 0.18% | Add +0.1% | 3,364 | $245K |
| Richmond Investment Services, LLC | 0.05% | New | 3,338 | $243K |
| LVZ, Inc. | 0.03% | No change | 3,323 | $242K |
| Stephen J. Garry & Associates, LLC | 0.21% | Add +0.1% | 3,313 | $241K |
| Stokes Family Office, LLC | 0.03% | No change | 3,281 | $239K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,264 | $238K |
| Investment Partners Asset Management, Inc. | 0.16% | No change | 3,253 | $237K |
| Winebrenner Capital Management LLC | 0.19% | Add +0.3% | 3,210 | $234K |
| Ring Mountain Capital, LLC | 0.14% | No change | 3,210 | $234K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -1.1% | 3,202 | $233K |
| Strategy Asset Managers LLC | 0.04% | New | 3,197 | $233K |
| Opulen Financial Group LLC | 0.19% | Add +0.0% | 3,194 | $233K |
| Northwest Bancshares, Inc. | 0.04% | Reduce -2.1% | 3,173 | $231K |
| Diversified Trust Co. | 0.01% | No change | 3,173 | $231K |
| HBK Sorce Advisory LLC | 0.01% | No change | 3,169 | $231K |
| Hurley Capital, LLC | 0.16% | Reduce -2.8% | 3,165 | $230K |
| Basepoint Wealth LLC | 0.18% | Add +0.3% | 3,162 | $230K |
| D.B. Root & Company, LLC | 0.07% | Add +0.1% | 3,159 | $230K |
| Apriem Advisors | 0.02% | Add +5.2% | 3,155 | $230K |
| First Trust Advisors LP | 0.00% | New | 3,154 | $230K |
| Schrum Private Wealth Management LLC | 0.18% | Reduce -10.7% | 3,148 | $229K |
| Marshall Financial Group, LLC | 0.04% | Reduce -18.6% | 3,144 | $229K |
| Detalus Advisors, LLC | 0.07% | Reduce -3.4% | 3,125 | $228K |
| Wellspring Financial Advisors, LLC | 0.02% | Add +0.5% | 3,106 | $226K |
| Brooklyn Investment Group | 0.03% | Add +3286.8% | 3,082 | $224K |
| Spinnaker Trust | 0.01% | No change | 3,076 | $224K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -37.7% | 3,068 | $223K |
| Independent Advisor Alliance | 0.01% | New | 3,065 | $223K |
| Gradient Investments LLC | 0.00% | Add +7.8% | 3,048 | $222K |
| Whitcomb & Hess, Inc. | 0.06% | Reduce -6.6% | 3,026 | $220K |
| Balboa Wealth Partners | 0.04% | No change | 3,000 | $218K |
| Stonegate Investment Group, LLC | 0.01% | No change | 3,000 | $218K |
| Terril Brothers, Inc. | 0.08% | New | 2,999 | $218K |
| Novus Advisors, LLC | 0.33% | Reduce -36.0% | 2,984 | $217K |
| First Financial Bankshares Inc | 0.00% | No change | 2,982 | $217K |
| Lodestone Wealth Management LLC | 0.10% | Reduce -7.3% | 2,925 | $213K |
| Savant Capital, LLC | 0.00% | No change | 2,915 | $212K |
| Capital Analysts, LLC | 0.01% | Add +1.0% | 2,913 | $212K |
| Pineridge Advisors LLC | 0.08% | Reduce -1.3% | 2,890 | $210K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -32.5% | 2,882 | $210K |
| Ullmann Wealth Partners Group, LLC | 0.02% | No change | 2,873 | $209K |
| Beck Capital Management, LLC | 0.05% | New | 2,870 | $209K |
| GAMMA Investing LLC | 0.01% | Add +1.3% | 2,868 | $209K |
| Appleton Partners Inc. | 0.01% | Reduce -2.4% | 2,863 | $208K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Add +1.3% | 2,830 | $206K |
| Florida Financial Advisors, LLC | 0.05% | Reduce -25.6% | 2,820 | $205K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -26.3% | 2,810 | $205K |
| Kaizen Financial Strategies | 0.10% | Reduce -12.9% | 2,775 | $202K |
| Disciplined Investments, LLC | 0.09% | No change | 2,768 | $202K |
| Weaver Consulting Group | 0.06% | New | 2,762 | $201K |
| Assetmark, Inc. | 0.00% | Add +35.3% | 2,757 | $201K |
| Realta Investment Advisors | 0.08% | Reduce -2.9% | 2,718 | $198K |
| Sound Income Strategies, LLC | 0.01% | Reduce -2.5% | 2,710 | $197K |
| CX Institutional | 0.01% | Reduce -8.3% | 2,660 | $194K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 2,577 | $188K |
| Arax Advisory Partners | 0.01% | Add +106.8% | 2,558 | $186K |
| Global Trust Asset Management, LLC | 0.10% | No change | 2,521 | $184K |
| Bokf, NA | 0.00% | Reduce -67.9% | 2,505 | $182K |
| Blue Trust, Inc. | 0.00% | No change | 2,389 | $174K |
| Archer Investment Corp | 0.04% | No change | 2,203 | $160K |
| Glassman Wealth Services | 0.02% | No change | 2,181 | $159K |
| CVA Family Office, LLC | 0.02% | Add +0.5% | 2,116 | $154K |
| Provident Wealth Management, LLC | 0.05% | No change | 2,106 | $153K |
| Darwin Wealth Management, LLC | 0.05% | Reduce -12.0% | 2,018 | $147K |
| Nvwm, LLC | 0.04% | Add +7.7% | 2,018 | $147K |
| Main Street Group, LTD | 0.05% | Add +0.3% | 2,004 | $146K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 2,000 | $146K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -3.4% | 1,944 | $142K |
| Front Row Advisors LLC | 0.05% | No change | 1,897 | $138K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.1% | 1,833 | $133K |
| Dagco, Inc. | 0.04% | New | 1,800 | $131K |
| Smithfield Trust Co | 0.01% | No change | 1,778 | $129K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,720 | $125K |
| Valley National Advisers Inc. | 0.02% | No change | 1,700 | $123K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,624 | $119K |
| Clear Investment Research, LLC | 0.14% | Add +0.2% | 1,570 | $114K |
| Principal Securities, Inc. | 0.00% | Reduce -97.5% | 1,526 | $111K |
| Founders Capital Management | 0.06% | Reduce -7.9% | 1,465 | $107K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -8.3% | 1,419 | $103K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +3.3% | 1,253 | $91K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -44.9% | 1,252 | $91K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,230 | $90K |
| National Bank of Canada | 0.00% | New | 1,229 | $89K |
| CoreCap Advisors, LLC | 0.00% | Reduce -7.8% | 1,210 | $88K |
| Nalls Sherbakoff Group, LLC | 0.06% | Add +0.3% | 1,208 | $88K |
| JNBA Financial Advisors | 0.01% | Reduce -14.3% | 1,183 | $86K |
| Solstein Capital, LLC | 0.04% | Add +95.4% | 1,024 | $75K |
| United Community Bank | 0.03% | No change | 1,020 | $74K |
| Zions Bancorporation, National Association | 0.00% | No change | 1,000 | $73K |
| Tidemark, LLC | 0.02% | Add +0.1% | 977 | $71K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.2% | 961 | $70K |
| HM Payson & Co. | 0.00% | No change | 959 | $70K |
| AlphaCore Capital LLC | 0.00% | Add +313.0% | 950 | $69K |
| WPG Advisers, LLC | 0.06% | No change | 899 | $65K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 850 | $62K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -16.0% | 830 | $60K |
| Financially Speaking Inc | 0.04% | New | 826 | $60K |
| Lavaca Capital LLC | 0.02% | New | 808 | $59K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 797 | $58K |
| Costello Asset Management, INC | 0.02% | Reduce -5.5% | 745 | $54K |
| Delta Asset Management LLC | 0.00% | No change | 739 | $54K |
| Stephens Consulting, LLC | 0.01% | No change | 736 | $54K |
| Avondale Wealth Management | 0.03% | No change | 724 | $53K |
| IMG Wealth Management, Inc. | 0.04% | No change | 723 | $53K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.5% | 679 | $49K |
| McIlrath & Eck, LLC | 0.01% | No change | 670 | $49K |
| Wagner Wealth Management, LLC | 0.01% | Add +2.0% | 666 | $48K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -63.8% | 662 | $48K |
| Pandora Wealth, Inc. | 0.03% | No change | 649 | $47K |
| Roxbury Financial LLC | 0.05% | Add +0.3% | 637 | $46K |
| Tsfg, LLC | 0.01% | No change | 625 | $46K |
| Aventura Private Wealth, LLC | 0.02% | Add +1368.3% | 602 | $44K |
| Fourth Dimension Wealth, LLC | 0.02% | Reduce -30.2% | 596 | $43K |
| Friedenthal Financial | 0.02% | No change | 543 | $40K |
| Millstone Evans Group, LLC | 0.03% | No change | 534 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 450 | $33K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 444 | $32K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 410 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 405 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $29K |
| Arlington Trust Co LLC | 0.01% | No change | 400 | $29K |
| Cornerstone Planning Group LLC | 0.01% | No change | 378 | $28K |
| TruNorth Capital Management, LLC | 0.01% | No change | 367 | $27K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $25K |
| NFSG Corp | 0.00% | Add +0.3% | 332 | $24K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.6% | 327 | $23K |
| Graney & King, LLC | 0.01% | No change | 290 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 279 | $20K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 256 | $19K |
| Compass Financial Services Inc | 0.01% | Add +0.4% | 241 | $18K |
| Missouri Trust & Investment Co | 0.01% | No change | 239 | $17K |
| Scarborough Advisors, LLC | 0.00% | New | 216 | $16K |
| Bernard Wealth Management Corp. | 0.01% | No change | 210 | $15K |
| 10Elms LLP | 0.02% | No change | 209 | $15K |
| Gables Capital Management Inc. | 0.01% | No change | 206 | $15K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 200 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 203 | $15K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 196 | $14K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 185 | $13K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.6% | 184 | $13K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +137.0% | 173 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 169 | $12K |
| Total Investment Management Inc. | 0.00% | New | 162 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 161 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 156 | $11K |
| Crewe Advisors LLC | 0.00% | No change | 149 | $11K |
| Chelsea Counsel Co. | 0.01% | No change | 147 | $11K |
| MCF Advisors LLC | 0.00% | No change | 140 | $10K |
| Optimum Investment Advisors | 0.00% | Add +0.8% | 128 | $9K |
| Concord Wealth Partners | 0.00% | New | 123 | $9K |
| Colonial Trust Advisors | 0.00% | No change | 121 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +3.5% | 117 | $9K |
| Park Square Financial Group, LLC | 0.01% | No change | 115 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | — | 130 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | New | 130 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 106 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $7K |
| Garde Capital, Inc. | 0.00% | No change | 97 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 76 | $6K |
| Key Financial Inc | 0.00% | No change | 64 | $5K |
| North Capital, Inc. | 0.00% | Reduce -23.8% | 61 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 58 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | Reduce -99.7% | 58 | $4K |
| Bangor Savings Bank | 0.00% | No change | 58 | $4K |
| Caldwell Trust Co | 0.00% | No change | 53 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 53 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 48 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 24 | $2K |
| Beacon Capital Management, LLC | 0.00% | New | 22 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 18 | $1K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 5 | $339 |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -50.0% | 3 | $218 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 2 | $146 |
"% 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.