Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q4 2025 (December 31)751holders +22
59new positions
66sold out
7famous investors
$70.97avg. 13F price*
At the end of Q4 2025, 751 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, up 22 from Q3 2025. 59 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($472.8M), Morgan Stanley ($325.0M) and LPL Financial LLC ($232.1M). 7 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $65.0M |
| Exits | 66 | $147.0M |
All 13F filers, Q3 2025 → Q4 2025: 4,966,695 shares bought and 7,661,780 shares sold, net −2,695,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 751 holders
| Bank of America Corp. | 0.03% | Reduce -17.7% | 6,619,508 | $472.8M |
| Morgan Stanley | 0.02% | Reduce -7.0% | 4,550,646 | $325.0M |
| LPL Financial LLC | 0.06% | Reduce -10.3% | 3,249,785 | $232.1M |
| Bank of Montreal | 0.08% | Reduce -9.8% | 2,640,200 | $188.6M |
| Two Sigma Investments, LP | 0.30% | Add +82.6% | 2,634,200 | $188.1M |
| FMR LLC | 0.01% | Reduce -12.9% | 2,191,139 | $156.5M |
| Wells Fargo & Company | 0.02% | Add +3.7% | 1,610,857 | $115.0M |
| Royal Bank of Canada | 0.02% | Add +6.7% | 1,585,210 | $113.2M |
| Invesco Ltd. | 0.01% | Reduce -6.5% | 1,342,772 | $95.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +413.0% | 1,278,712 | $91.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.5% | 1,231,296 | $87.9M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -9.7% | 1,181,626 | $84.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.3% | 1,071,116 | $76.5M |
| Raymond James Financial Inc. | 0.02% | Add +3.5% | 935,880 | $66.8M |
| Bank of New York Mellon Corp | 0.01% | Add +4.9% | 861,947 | $61.6M |
| UBS Group AG | 0.01% | Reduce -9.1% | 825,936 | $59.0M |
| Securian Asset Management, Inc. | 1.87% | No change | 690,000 | $49.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.9% | 589,558 | $42.1M |
| Brookstone Capital Management | 0.44% | Reduce -3.8% | 537,524 | $38.4M |
| Equitable Holdings, Inc. | 0.26% | Reduce -8.1% | 536,365 | $38.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -20.9% | 526,828 | $37.6M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -6.3% | 513,623 | $36.7M |
| Armbruster Capital Management, Inc. | 6.05% | Add +4.5% | 504,129 | $36.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +92.0% | 476,387 | $34.0M |
| Genworth Financial Inc | 7.59% | Add +0.5% | 473,856 | $33.8M |
| Cetera Investment Advisers | 0.04% | Reduce -2.9% | 468,380 | $33.5M |
| Dynasty Wealth Management, LLC | 0.30% | Reduce -7.3% | 424,260 | $30.3M |
| Kestra Advisory Services, LLC | 0.12% | Add +14.4% | 410,182 | $29.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -7.9% | 394,966 | $28.3M |
| New England Private Wealth Advisors LLC | 3.36% | Reduce -1.2% | 377,564 | $27.0M |
| Berman McAleer LLC | 3.55% | Add +3.0% | 364,106 | $26.0M |
| Private Advisor Group, LLC | 0.12% | Reduce -28.3% | 362,802 | $25.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Reduce -4.0% | 352,513 | $25.2M |
| Empowered Funds, LLC | 0.39% | Add +93.8% | 320,880 | $22.9M |
| Cambria Investment Management, L.P. | 1.32% | Add +113.1% | 316,649 | $22.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 312,992 | $22.4M |
| Painted Porch Advisors LLC | 8.89% | Reduce -0.8% | 309,393 | $22.1M |
| NewSquare Capital LLC | 1.94% | Reduce -32.3% | 308,174 | $22.0M |
| Hantz Financial Services, Inc. | 0.31% | Reduce -4.1% | 290,803 | $20.8M |
| Jones Financial Companies LLLP | 0.01% | Add +0.9% | 289,051 | $20.6M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -6.3% | 286,949 | $20.5M |
| Cwm, LLC | 0.05% | Add +7.0% | 275,453 | $19.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -18.3% | 266,943 | $19.1M |
| Stifel Financial Corp. | 0.02% | Reduce -1.3% | 262,940 | $18.8M |
| FineMark National Bank & Trust | 0.58% | Add +1.0% | 262,376 | $18.7M |
| Sei Investments Co. | 0.02% | Reduce -3.4% | 260,712 | $18.6M |
| Capital Investment Advisory Services, LLC | 1.24% | Add +4.9% | 244,496 | $17.5M |
| Lido Advisors, LLC | 0.07% | Add +0.0% | 231,649 | $17.0M |
| Prospera Financial Services Inc | 0.27% | Reduce -2.8% | 227,888 | $16.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -13.3% | 187,456 | $13.4M |
| Capital Advisors, Ltd. LLC | 1.39% | Reduce -6.6% | 172,686 | $12.3M |
| Corient Private Wealth LP | 0.02% | Add +5.2% | 171,237 | $12.2M |
| Ballast, Inc. | 2.83% | Reduce -17.5% | 169,080 | $12.1M |
| Sykon Capital LLC | 3.81% | New | 166,351 | $11.9M |
| JFS Wealth Advisors, LLC | 0.66% | Reduce -0.3% | 163,949 | $11.7M |
| Bell Investment Advisors, Inc | 1.84% | Reduce -0.6% | 162,975 | $11.6M |
| Picton Mahoney Asset Management | 0.13% | Reduce -50.8% | 161,621 | $11.5M |
| Dominguez Wealth Management Solutions, Inc. | 6.76% | Add +6.0% | 154,743 | $11.1M |
| Nilsine Partners, LLC | 0.94% | Add +6.5% | 152,110 | $10.9M |
| MAI Capital Management | 0.06% | Add +1.0% | 145,019 | $10.4M |
| Matthew Goff Investment Advisor, LLC | 1.80% | New | 417,234 | $10.2M |
| Atticus Wealth Management, LLC | 2.45% | Reduce -0.0% | 138,966 | $9.9M |
| NewEdge Advisors, LLC | 0.04% | Add +10.0% | 138,854 | $9.9M |
| O'ROURKE & COMPANY, Inc | 3.81% | Add +0.9% | 137,320 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.9% | 135,737 | $9.7M |
| Jane Street Group, LLC | 0.01% | New | 134,915 | $9.6M |
| Creative Planning | 0.01% | Add +2.5% | 131,988 | $9.4M |
| Traynor Capital Management, Inc. | 0.51% | Add +0.1% | 129,957 | $9.3M |
| Geneos Wealth Management Inc. | 0.21% | Add +18.4% | 121,349 | $8.7M |
| Mariner, LLC | 0.01% | Reduce -2.3% | 121,348 | $8.7M |
| Opes Wealth Management LLC | 1.47% | Add +1.9% | 121,210 | $8.7M |
| Jackson, Grant Investment Advisers, Inc. | 2.63% | Add +0.6% | 111,853 | $8.0M |
| Truist Financial Corp. | 0.01% | Reduce -4.7% | 110,512 | $7.9M |
| Avidian Wealth Enterprises, LLC | 0.29% | Add +3.1% | 109,699 | $7.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +19.6% | 104,213 | $7.4M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -5.0% | 103,111 | $7.4M |
| Citigroup Inc. | 0.01% | Reduce -14.1% | 101,979 | $7.3M |
| HB Wealth Management, LLC | 0.05% | Reduce -0.0% | 100,882 | $7.2M |
| First PREMIER Bank | 1.56% | Reduce -0.8% | 95,289 | $6.8M |
| CFG Wealth Management Services, Inc. | 6.29% | — | 93,350 | $6.7M |
| Fortune Financial Group, Inc. | 6.55% | — | 92,981 | $6.7M |
| Strategic Advisory Partners, LLC | 5.21% | — | 87,996 | $6.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.40% | Reduce -2.6% | 85,971 | $6.2M |
| Allworth Financial LP | 0.03% | Add +0.9% | 85,513 | $6.1M |
| American Financial & Tax Strategies Inc. | 2.98% | Reduce -6.0% | 83,767 | $6.0M |
| Banco BTG Pactual S.A. | 1.06% | Reduce -57.0% | 83,513 | $6.0M |
| Focus Partners Wealth | 0.01% | Add +20.6% | 82,281 | $5.9M |
| Park Avenue Securities LLC | 0.05% | Add +611.4% | 80,694 | $5.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.7% | 80,616 | $5.8M |
| Petra Financial Advisors Inc. | 3.35% | Reduce -4.0% | 79,910 | $5.7M |
| Essex Financial Services, Inc. | 0.32% | Reduce -0.5% | 79,246 | $5.7M |
| Curi Capital, LLC | 0.10% | Reduce 0.0% | 77,403 | $5.5M |
| TKG Advisors, LLC | 2.10% | Reduce -0.5% | 112,425 | $5.2M |
| Glenmede Trust Co. NA | 0.02% | — | 72,480 | $5.2M |
| SteelPeak Wealth, LLC | 0.16% | Add +62.3% | 70,009 | $5.0M |
| Alliance Wealth Advisors, LLC | 1.06% | Add +1275.7% | 68,249 | $4.9M |
| Fifth Third Securities, Inc. | 0.32% | Add +1.4% | 67,640 | $4.8M |
| Pinnacle Wealth Management Group, Inc. | 2.41% | Add +3.9% | 67,547 | $4.8M |
| Cherry Tree Wealth Management, LLC | 1.01% | Reduce -6.1% | 66,931 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -5.7% | 66,627 | $4.8M |
| Trek Financial, LLC | 0.27% | Reduce -29.0% | 66,162 | $4.7M |
| Cozad Asset Management Inc. | 0.36% | Add +2.6% | 65,882 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -0.3% | 84,240 | $4.6M |
| Captrust Financial Advisors | 0.01% | Add +4.4% | 64,234 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.0% | 63,683 | $4.5M |
| Meriwether Wealth & Planning, LLC | 2.47% | Add +6.8% | 61,293 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -9.7% | 60,689 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.6% | 58,997 | $4.2M |
| Pacific Center for Financial Services | 1.07% | No change | 57,275 | $4.2M |
| PFG Investments, LLC | 0.19% | Add +1.0% | 57,788 | $4.1M |
| G&S Capital LLC | 1.44% | Add +4.2% | 56,930 | $4.1M |
| Burns Matteson Capital Management, LLC | 1.62% | Reduce -1.4% | 56,346 | $4.0M |
| Fortis Group Advisors, LLC | 0.67% | New | 54,613 | $4.0M |
| Focus Financial Network, Inc. | 0.14% | Reduce -0.3% | 56,159 | $4.0M |
| First American Trust, FSB | 0.28% | Reduce -34.1% | 55,996 | $4.0M |
| Klingman & Associates, LLC | 0.19% | Reduce -0.2% | 55,735 | $4.0M |
| UMB Bank, n.a. | 0.05% | Reduce -5.1% | 54,206 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.1% | 53,226 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -1.9% | 53,189 | $3.8M |
| D. E. Shaw & Co. | 0.00% | Add +192.4% | 52,904 | $3.8M |
| Mgo One Seven LLC | 0.08% | Reduce -0.2% | 51,547 | $3.7M |
| CreativeOne Wealth, LLC | 0.09% | Add +72.7% | 50,851 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.17% | Reduce -58.4% | 49,901 | $3.6M |
| Johnson & White Wealth Management, LLC | 1.51% | Add +1.6% | 48,522 | $3.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -10.9% | 47,892 | $3.4M |
| Integrated Advisors Network LLC | 0.15% | Reduce -8.7% | 47,783 | $3.4M |
| Wellington-Altus USA Inc. | 2.53% | — | 47,766 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -2.2% | 46,790 | $3.3M |
| Transamerica Financial Advisors, LLC | 0.28% | Reduce -3.6% | 46,719 | $3.3M |
| Milestone Investment Advisors LLC | 0.81% | Reduce -0.0% | 46,618 | $3.3M |
| WCG Wealth Advisors LLC | 0.09% | Add +34.1% | 46,061 | $3.3M |
| Independent Financial Group, LLC | 0.07% | Reduce -6.5% | 45,992 | $3.3M |
| Ellis Investment Partners, LLC | 0.57% | Reduce -0.8% | 45,972 | $3.3M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -23.2% | 45,144 | $3.2M |
| TLS Advisors LLC | 9.81% | Add +3843.3% | 114,867 | $3.1M |
| Waverly Advisors, LLC | 0.02% | Add +7.7% | 42,574 | $3.0M |
| Advisors Preferred, LLC | 0.49% | Reduce -13.9% | 42,648 | $3.0M |
| Global Assets Advisory, LLC | 0.86% | Reduce -2.2% | 42,300 | $3.0M |
| TruWealth Advisors, LLC | 0.14% | Add +6.2% | 40,969 | $2.9M |
| Arkadios Wealth Advisors | 0.06% | Reduce -5.3% | 40,820 | $2.9M |
| Cerity Partners LLC | 0.00% | Add +36.9% | 40,687 | $2.9M |
| Western Wealth Management, LLC | 0.13% | Reduce -4.5% | 40,646 | $2.9M |
| Sard Wealth Management Group, LLC | 1.56% | Reduce -5.7% | 39,890 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -32.2% | 39,408 | $2.8M |
| High Net Worth Advisory Group LLC | 0.65% | Reduce -1.7% | 39,352 | $2.8M |
| Trilogy Capital Inc. | 0.13% | Reduce -14.0% | 39,279 | $2.8M |
| &partners | 0.01% | Add +13.3% | 39,237 | $2.8M |
| WFA of San Diego, LLC | 2.05% | Reduce -3.7% | 39,053 | $2.8M |
| Corundum Group, Inc. | 0.93% | Reduce -3.3% | 38,807 | $2.8M |
| FSC Wealth Advisors, LLC | 4.49% | Reduce -62.5% | 38,729 | $2.8M |
| Sovereign Investment Advisors, LLC | 0.67% | Reduce -23.4% | 37,409 | $2.7M |
| Transatlantique Private Wealth LLC | 0.83% | Add +33.2% | 37,098 | $2.6M |
| Global Retirement Partners, LLC | 0.05% | Add +1.6% | 36,812 | $2.6M |
| WT Wealth Management | 0.75% | Add +7.3% | 36,482 | $2.6M |
| Schaeffer Financial LLC | 2.27% | Add +0.2% | 36,396 | $2.6M |
| Tennessee Valley Asset Management Partners | 0.33% | Add +4.2% | 35,804 | $2.6M |
| Sherman Wealth Management LLC | 2.22% | — | 35,791 | $2.6M |
| Syntegra Private Wealth Group, LLC | 0.23% | Add +2.4% | 34,655 | $2.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +14.2% | 34,527 | $2.5M |
| Clear Harbor Asset Management, LLC | 0.17% | Add +5.7% | 34,519 | $2.5M |
| Comerica Bank | 0.01% | Add +61.9% | 34,457 | $2.5M |
| Scotia Capital Inc. | 0.01% | Reduce -30.5% | 33,738 | $2.4M |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -1.9% | 33,540 | $2.4M |
| Hansen & Associates Financial Group, Inc. | 1.31% | Add +12.3% | 31,865 | $2.4M |
| Trinity Wealth Management, LLC | 0.88% | Add +0.5% | 33,502 | $2.4M |
| Tradition Wealth Management, LLC | 0.17% | Reduce -3.5% | 33,249 | $2.4M |
| D.A. Davidson & Co. | 0.01% | Add +2.3% | 33,236 | $2.4M |
| Selby Wealth Management, LLC | 0.95% | — | 33,132 | $2.4M |
| WealthBridge Capital Management, LLC | 0.54% | Add +1.8% | 32,943 | $2.4M |
| LMCG Investments, LLC | 0.13% | Reduce -8.8% | 32,734 | $2.3M |
| Lunt Capital Management, Inc. | 0.87% | New | 32,682 | $2.3M |
| Avant Capital LLC | 1.59% | Reduce -2.3% | 32,431 | $2.3M |
| Perryman Financial Advisory Inc. | 0.34% | — | 31,980 | $2.3M |
| Fluent Financial, LLC | 0.87% | Reduce -84.4% | 31,901 | $2.3M |
| AE Wealth Management LLC | 0.01% | Add +4.8% | 31,866 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -35.9% | 31,660 | $2.3M |
| Weaver Capital Management LLC | 0.48% | Reduce -2.1% | 31,531 | $2.3M |
| First Horizon Corp. | 0.10% | Reduce -6.2% | 31,149 | $2.2M |
| Massar Capital Management, LP | 0.42% | New | 29,853 | $2.1M |
| Verdence Capital Advisors LLC | 0.13% | Add +0.2% | 29,817 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -45.9% | 29,811 | $2.1M |
| Moran Wealth Management, LLC | 0.07% | Add +0.1% | 29,728 | $2.1M |
| Quantitative Investment Management, LLC | 0.20% | New | 29,155 | $2.1M |
| XML Financial, LLC | 0.17% | Reduce -4.6% | 28,781 | $2.1M |
| Parallel Advisors, LLC | 0.04% | Reduce -4.7% | 28,683 | $2.0M |
| Matters Capital LLC | 1.66% | — | 28,371 | $2.0M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -1.8% | 27,500 | $2.0M |
| Advisory Alpha, LLC | 0.05% | Add +1.7% | 27,455 | $2.0M |
| Investors Research Corp | 0.36% | Reduce -4.5% | 27,328 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | — | 27,204 | $1.9M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Reduce -1.8% | 27,023 | $1.9M |
| Sheets Smith Wealth Management | 0.21% | Reduce -1.4% | 26,635 | $1.9M |
| Silverlake Wealth Management LLC | 0.43% | Add +0.6% | 26,523 | $1.9M |
| Liberty One Investment Management, LLC | 0.24% | Reduce -21.4% | 26,293 | $1.9M |
| IFG Advisory, LLC | 0.08% | Reduce -3.4% | 25,991 | $1.9M |
| MorganRosel Wealth Management, LLC | 0.44% | Add +1.1% | 24,864 | $1.8M |
| Acorn Wealth Advisors, LLC | 0.53% | Reduce -5.8% | 24,833 | $1.8M |
| Blair William & Co. | 0.00% | Add +25.6% | 24,830 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -6.8% | 24,278 | $1.7M |
| Old North State Trust, LLC | 1.02% | No change | 24,155 | $1.7M |
| Tompkins Financial Corp. | 0.13% | Reduce -3.2% | 23,418 | $1.7M |
| Israel Discount Bank of New York | 4.54% | New | 23,364 | $1.7M |
| Great Waters Wealth Management | 0.18% | Add +3.3% | 23,302 | $1.7M |
| Laurel Wealth Planning LLC | 0.92% | Reduce -5.2% | 23,286 | $1.7M |
| Headlands Technologies LLC | 0.14% | New | 23,158 | $1.7M |
| Visionary Horizons, LLC | 0.85% | Reduce -12.7% | 23,087 | $1.6M |
| AQR Capital Management | 0.00% | Reduce -2.4% | 22,780 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.6% | 22,773 | $1.6M |
| Woodmont Investment Counsel LLC | 0.10% | Reduce -7.8% | 22,686 | $1.6M |
| Vise Technologies, Inc. | 0.03% | Add +69.2% | 22,284 | $1.6M |
| PFG Advisors | 0.08% | Reduce -57.0% | 22,212 | $1.6M |
| Terril Brothers, Inc. | 0.41% | Add +1.2% | 22,084 | $1.6M |
| Long Island Wealth Management, Inc. | 0.74% | Add +0.4% | 21,883 | $1.6M |
| Wealthspire Retirement, LLC | 0.09% | No change | 21,142 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.7% | 20,862 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -5.4% | 20,685 | $1.5M |
| Seamount Financial Group Inc. | 0.67% | Reduce -5.5% | 20,665 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +369.8% | 20,586 | $1.5M |
| Wealth Intelligence, LLC | 0.72% | — | 20,202 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.44% | Reduce -1.6% | 20,059 | $1.4M |
| Creative Financial Designs Inc. | 0.09% | Reduce -2.6% | 19,877 | $1.4M |
| Troutman Wealth Management, LLC | 1.17% | — | 19,813 | $1.4M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.3% | 19,339 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +36.4% | 19,104 | $1.4M |
| Santori & Peters, Inc. | 0.46% | Add +1.1% | 18,902 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +5.2% | 18,627 | $1.3M |
| MGB Wealth Management, LLC | 0.38% | Reduce -1.8% | 18,498 | $1.3M |
| Amundi | 0.00% | Reduce -27.3% | 18,402 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +33.3% | 18,398 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -1.3% | 17,905 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -4.3% | 18,328 | $1.3M |
| Tempus Wealth Planning, LLC | 0.30% | Reduce -0.3% | 18,273 | $1.3M |
| Midwest Financial Group LLC | 0.58% | Add +0.0% | 18,245 | $1.3M |
| Winthrop Capital Management, LLC | 0.30% | No change | 18,228 | $1.3M |
| Laraway Financial Advisors Inc | 0.84% | Add +1.1% | 18,042 | $1.3M |
| Squarepoint Ops LLC | 0.00% | New | 18,026 | $1.3M |
| Hirtle & Co., LLC | 0.05% | New | 17,915 | $1.3M |
| Oakmont Advisory Group, LLC | 1.36% | — | 17,898 | $1.3M |
| Kingstone Capital Partners Texas, LLC | 0.74% | Add +0.5% | 17,709 | $1.3M |
| Financial Life Advisors | 0.39% | Add +5.9% | 17,650 | $1.3M |
| Northcape Wealth Management, LLC | 0.36% | Reduce -5.8% | 17,611 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 17,436 | $1.2M |
| Capstone Wealth Management Group LLC | 0.74% | Add +0.7% | 17,185 | $1.2M |
| Flagship Private Wealth, LLC | 0.48% | Add +6.1% | 17,119 | $1.2M |
| Summit Financial, LLC | 0.02% | Add +60.7% | 16,722 | $1.2M |
| Trueblood Wealth Management, LLC | 0.46% | Add +0.1% | 16,507 | $1.2M |
| Nikulski Financial, Inc. | 0.28% | Reduce -34.5% | 16,445 | $1.2M |
| Golden State Wealth Management, LLC | 0.12% | Reduce -7.1% | 16,412 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +15.7% | 16,338 | $1.2M |
| Harfst & Associates, Inc. | 0.21% | Reduce -6.7% | 16,217 | $1.2M |
| MidFirst Bank | 0.09% | — | 15,980 | $1.1M |
| Compass Financial Group, Inc. (Ohio) | 0.84% | — | 15,979 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +420.9% | 15,800 | $1.1M |
| Brooklyn Investment Group | 0.05% | Add +407.9% | 15,655 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Reduce -12.3% | 15,735 | $1.1M |
| HBW Advisory Services LLC | 0.12% | Add +3.2% | 15,700 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 15,561 | $1.1M |
| Gotham Asset Management | 0.00% | Reduce -0.8% | 15,518 | $1.1M |
| SouthState Bank Corp | 0.05% | No change | 15,410 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 15,389 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -1.8% | 15,317 | $1.1M |
| Meridian Financial Advisors, LLC | 0.58% | Add +2.7% | 15,011 | $1.1M |
| Graham Capital Management, L.P. | 0.05% | New | 15,000 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -5.1% | 14,645 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.11% | Reduce -1.4% | 14,757 | $1.1M |
| Genesee Capital Advisors, LLC | 0.42% | Add +0.5% | 14,702 | $1.1M |
| Brown Wealth Management, LLC | 0.28% | Add +0.0% | 14,647 | $1.0M |
| TPG Advisors LLC | 0.65% | Reduce -2.8% | 14,588 | $1.0M |
| Park Edge Advisors, LLC | 0.23% | Reduce -75.2% | 14,531 | $1.0M |
| Virtus Wealth Solutions LLC | 0.19% | Add +0.6% | 14,305 | $1.0M |
| Lodestar Private Asset Management LLC | 0.10% | Add +0.1% | 14,300 | $1.0M |
| Principle Wealth Partners LLC | 0.06% | Reduce -4.7% | 14,139 | $1.0M |
| Waterloo Capital, L.P. | 0.07% | Add +2.1% | 14,105 | $1.0M |
| AG Asset Advisory, LLC | 0.86% | No change | 14,037 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -14.0% | 13,977 | $998K |
| Optivise Advisory Services LLC | 0.57% | Add +42.9% | 13,946 | $996K |
| Thrivent Financial for Lutherans | 0.00% | New | 13,856 | $990K |
| SC&H Financial Advisors, Inc. | 0.15% | Reduce -11.6% | 13,748 | $982K |
| Keybank National Association | 0.00% | No change | 13,628 | $973K |
| Arax Advisory Partners | 0.03% | New | 13,594 | $971K |
| Hilltop Holdings Inc. | 0.06% | No change | 13,523 | $966K |
| Variant Private Wealth, LLC | 1.00% | Reduce -1.7% | 13,513 | $965K |
| Taylor Securities Services, Inc. | 0.44% | — | 13,425 | $959K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.6% | 13,291 | $949K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 13,000 | $929K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -8.7% | 12,991 | $928K |
| Orca Investment Management, LLC | 0.73% | No change | 12,918 | $923K |
| Kovack Advisors, Inc. | 0.04% | Add +2.8% | 12,913 | $922K |
| Decker Wealth Management LLC | 0.20% | — | 12,828 | $916K |
| Landaas & Co. /Wi | 0.20% | Add +0.2% | 12,828 | $916K |
| PMG Wealth Management, Inc. | 0.67% | Reduce -4.7% | 12,824 | $916K |
| City Center Advisors, LLC | 0.84% | Reduce -0.8% | 12,815 | $915K |
| Magnus Financial Group LLC | 0.07% | Reduce -0.8% | 12,767 | $912K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 12,766 | $912K |
| Symphony Financial, Ltd. Co. | 0.12% | Add +3.9% | 12,565 | $904K |
| MTM Investment Management, LLC | 0.29% | Reduce -0.4% | 12,643 | $903K |
| Sage Mountain Advisors LLC | 0.05% | No change | 12,635 | $902K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 12,616 | $901K |
| Ancora Advisors LLC | 0.02% | Add +0.0% | 12,607 | $900K |
| Wood Tarver Financial Group, LLC | 0.25% | Reduce -2.7% | 12,576 | $898K |
| Round Rock Advisors LLC | 0.13% | Reduce -0.9% | 12,558 | $897K |
| American Capital Advisory, LLC | 0.39% | Reduce -5.5% | 12,480 | $891K |
| Edgestream Partners, L.P. | 0.03% | New | 12,476 | $891K |
| Strategic Wealth Advisors LLC | 0.76% | — | 12,425 | $887K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +5.4% | 12,418 | $887K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -14.2% | 12,320 | $880K |
| Moneco Advisors, LLC | 0.07% | Reduce -0.4% | 12,276 | $877K |
| Tranquility Partners, LLC | 0.31% | Reduce -29.4% | 12,228 | $873K |
| Allied Investment Advisors, LLC | 0.13% | No change | 12,200 | $871K |
| Continuum Wealth Advisors, LLC | 0.34% | Reduce -4.8% | 12,194 | $871K |
| Summit Trail Advisors, LLC | 0.01% | No change | 12,102 | $864K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.70% | No change | 11,958 | $854K |
| Two Sigma Securities, LLC | 0.12% | New | 11,950 | $853K |
| Patten & Patten Inc. | 0.05% | Reduce -4.8% | 11,876 | $848K |
| Northstar Advisory Group, LLC | 0.30% | New | 11,823 | $844K |
| Wolff Financial Management LLC | 0.19% | Add +0.4% | 11,724 | $837K |
| NorthRock Partners, LLC | 0.01% | Add +44.1% | 11,695 | $835K |
| Susquehanna International Group, LLP | 0.00% | Add +181.0% | 11,696 | $835K |
| Sowell Financial Services LLC | 0.03% | Reduce -80.9% | 11,563 | $826K |
| Arrowroot Family Office, LLC | 0.30% | Add +0.4% | 11,541 | $824K |
| Eastern Bank | 0.01% | No change | 11,506 | $822K |
| Whittier Trust Co. | 0.01% | No change | 11,400 | $817K |
| Clearwater Capital Advisors, LLC | 0.07% | No change | 11,351 | $811K |
| Whipplewood Advisors, LLC | 0.52% | Add +5.2% | 11,310 | $808K |
| Choreo, LLC | 0.01% | Reduce -8.4% | 11,222 | $807K |
| Asset One Wealth Management LLC | 0.11% | — | 10,907 | $802K |
| Clark Asset Management, LLC | 0.08% | No change | 11,200 | $800K |
| Moneywise, Inc. | 0.33% | Reduce -10.9% | 11,190 | $799K |
| Asset Dedication, LLC | 0.05% | No change | 11,169 | $798K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 11,135 | $796K |
| Quantinno Capital Management LP | 0.00% | Add +105.7% | 11,054 | $790K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.4% | 10,846 | $775K |
| Brookwood Investment Group LLC | 0.09% | Reduce -4.9% | 10,763 | $769K |
| Hicks Capital Management LLC | 0.77% | Add +0.0% | 10,729 | $766K |
| Pathstone Holdings, LLC | 0.00% | Add +34.0% | 10,729 | $766K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +0.0% | 10,688 | $763K |
| Grey Fox Wealth Advisors, LLC | 0.16% | Reduce -5.7% | 10,624 | $759K |
| Segment Wealth Management, LLC | 0.04% | Add +40.4% | 10,609 | $758K |
| Strategic Blueprint, LLC | 0.04% | Add +30.0% | 10,587 | $756K |
| Symmetry Partners, LLC | 0.04% | Add +10.7% | 10,585 | $756K |
| Sensible Money, LLC | 0.24% | No change | 10,453 | $747K |
| Savvy Advisors, Inc. | 0.02% | New | 10,430 | $745K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.9% | 10,423 | $744K |
| Smith Salley Wealth Management | 0.04% | Reduce -0.3% | 10,403 | $743K |
| Legacy Private Trust Co. | 0.04% | Reduce -3.1% | 10,370 | $741K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.9% | 10,334 | $738K |
| Allred Capital Management, LLC | 0.27% | Add +0.0% | 10,283 | $735K |
| Sigma Planning Corp | 0.02% | Add +1.8% | 10,273 | $734K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -5.2% | 10,175 | $727K |
| Capital Advisors Inc. | 0.01% | No change | 10,122 | $723K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,120 | $723K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -56.9% | 10,114 | $722K |
| Viawealth, LLC | 0.40% | Reduce -4.4% | 10,068 | $719K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -0.5% | 9,967 | $712K |
| TopTier Wealth Management, LLC | 0.48% | — | 9,951 | $711K |
| Westbourne Investments, Inc. | 0.33% | Reduce -5.3% | 9,902 | $707K |
| DAVENPORT & Co LLC | 0.00% | Reduce -21.4% | 9,895 | $707K |
| Synergy Investment Management, LLC | 0.25% | Add +3.4% | 9,830 | $702K |
| DHJJ Financial Advisors, Ltd. | 0.23% | Reduce -11.7% | 9,691 | $692K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -6.4% | 9,549 | $682K |
| Uptick Partners, LLC | 0.14% | Reduce -11.1% | 9,502 | $679K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -49.2% | 9,425 | $673K |
| StoneX Group Inc. | 0.03% | Add +4.8% | 9,355 | $668K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 9,272 | $662K |
| Red Door Wealth Management, LLC | 0.07% | Add +0.1% | 9,207 | $658K |
| Verity Asset Management, Inc. | 0.28% | Add +5.8% | 9,144 | $653K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -5.2% | 9,032 | $645K |
| CX Institutional | 0.02% | Add +26.4% | 8,991 | $642K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.0% | 8,907 | $636K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -26.6% | 8,795 | $628K |
| Brick & Kyle, Associates | 0.22% | Reduce -12.9% | 8,782 | $627K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.9% | 8,769 | $626K |
| Intrepid Financial Planning Group LLC | 0.24% | Reduce -0.4% | 8,747 | $625K |
| World Investment Advisors | 0.01% | Add +6.0% | 8,587 | $613K |
| International Assets Investment Management, LLC | 0.04% | Reduce -15.4% | 8,582 | $613K |
| Ascentis Independent Advisors | 0.10% | Add +1.3% | 8,558 | $611K |
| Advisor Resource Council | 0.22% | New | 8,266 | $607K |
| Rede Wealth, LLC | 0.21% | New | 8,447 | $603K |
| US Bancorp \de | 0.00% | Reduce -15.0% | 8,387 | $599K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 8,335 | $595K |
| Regal Investment Advisors LLC | 0.04% | Add +29.3% | 8,182 | $584K |
| Faithward Advisors, LLC | 0.09% | Add +0.5% | 8,177 | $584K |
| Harbour Investments, Inc. | 0.01% | Add +21.2% | 8,096 | $578K |
| Mission Creek Capital Partners, Inc. | 0.12% | No change | 8,079 | $577K |
| RFG Advisory, LLC | 0.01% | Add +26.7% | 8,067 | $576K |
| Mullooly Asset Management, Inc. | 0.21% | Add +0.0% | 8,044 | $574K |
| Broussard Financial Group LLC | 0.46% | — | 7,981 | $570K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Reduce -1.1% | 7,965 | $569K |
| Panoramic Investment Advisors, LLC | 0.31% | Add +0.5% | 7,892 | $564K |
| Steinberganna Wealth Management | 0.26% | Add +0.3% | 7,857 | $561K |
| Prosperity Wealth Management, Inc. | 0.19% | Reduce -0.3% | 7,845 | $560K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.8% | 7,799 | $557K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +4.2% | 7,793 | $557K |
| Centurion Wealth Management LLC | 0.12% | No change | 7,755 | $554K |
| Millennium Management | 0.00% | Reduce -76.3% | 7,694 | $550K |
| FSM Wealth Advisors, LLC | 0.07% | Add +0.2% | 7,666 | $548K |
| 111 Capital | 0.12% | Reduce -76.5% | 7,653 | $547K |
| Trust Co. of Vermont | 0.02% | No change | 7,630 | $545K |
| Appalachian Capital Management Ltd | 0.44% | — | 7,613 | $544K |
| Modera Wealth Management, LLC | 0.01% | No change | 7,606 | $543K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -56.3% | 7,511 | $540K |
| Woodside Wealth Management LLC | 0.40% | No change | 7,468 | $533K |
| Highland Capital Management, LLC | 0.03% | Reduce -0.3% | 7,405 | $529K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.9% | 7,325 | $523K |
| East Coast Asset Management, LLC. | 0.15% | No change | 7,191 | $514K |
| Berger Financial Group, Inc | 0.03% | Add +9.7% | 7,086 | $506K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -3.4% | 7,071 | $505K |
| Coldstream Capital Management Inc. | 0.01% | No change | 7,056 | $504K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 7,052 | $504K |
| Rothschild Investment LLC | 0.03% | No change | 7,044 | $503K |
| Aspiriant, LLC | 0.01% | No change | 7,014 | $501K |
| Guerra Pan Advisors, LLC | 0.30% | No change | 7,013 | $501K |
| Redwood Financial Network Corp | 0.32% | Reduce -1.7% | 6,997 | $500K |
| Joseph P. Lucia & Associates, LLC | 0.18% | Reduce -2.8% | 6,968 | $498K |
| IFP Advisors, Inc | 0.01% | Reduce -64.0% | 6,906 | $493K |
| CFO4Life Group, LLC | 0.07% | Add +0.1% | 6,892 | $492K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -61.2% | 6,881 | $491K |
| Private Trust Co. NA | 0.04% | Add +2.4% | 6,866 | $490K |
| Integrity Alliance, Llc. | 0.02% | Add +15.5% | 6,836 | $488K |
| Olistico Wealth, LLC | 0.24% | No change | 6,835 | $488K |
| Gateway Wealth Partners, LLC | 0.05% | New | 6,776 | $484K |
| CENTRAL TRUST Co | 0.01% | No change | 6,775 | $484K |
| Life Line Wealth Management LLC | 0.14% | Add +0.6% | 6,723 | $480K |
| Providence First Trust Co | 0.17% | Add +8.0% | 6,716 | $480K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 6,713 | $479K |
| Compass Advisory Group LLC | 0.13% | Add +0.6% | 6,649 | $475K |
| Creekside Partners | 0.20% | No change | 6,642 | $474K |
| Earned Wealth Advisors, LLC | 0.03% | Add +62.3% | 6,594 | $471K |
| Berkshire Money Management, Inc. | 0.04% | New | 6,578 | $470K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Reduce -3.1% | 6,575 | $470K |
| Barclays PLC | 0.00% | Reduce -14.0% | 6,560 | $469K |
| Harbor Asset Planning, Inc. | 0.40% | Add +0.5% | 6,559 | $468K |
| Family Capital Management, Inc. | 0.21% | No change | 6,547 | $468K |
| Lanark Financial, Inc. | 0.04% | Add +2.3% | 6,509 | $465K |
| Win Advisors, Inc. | 0.20% | New | 6,485 | $463K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -31.3% | 6,433 | $459K |
| Headland Capital, LLC | 0.13% | Add +6.3% | 6,391 | $456K |
| Trust Point Inc. | 0.04% | No change | 6,373 | $455K |
| Rockingstone Advisors LLC | 0.20% | Add +2.6% | 6,245 | $446K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -84.4% | 6,201 | $443K |
| Mather Group, Llc. | 0.00% | Reduce -13.4% | 6,129 | $438K |
| Trust Co. of Oklahoma | 0.13% | No change | 6,108 | $436K |
| Gradient Capital Advisors, LLC | 0.11% | Add +0.2% | 6,052 | $432K |
| Biltmore Family Office, LLC | 0.06% | No change | 6,025 | $430K |
| AlphaStar Capital Management, LLC | 0.03% | Add +0.1% | 6,006 | $429K |
| Romano Brothers and Company | 0.05% | No change | 5,951 | $425K |
| Flaharty Asset Management, LLC | 0.05% | No change | 5,920 | $423K |
| Wesbanco Bank Inc. | 0.01% | Add +9.8% | 5,899 | $421K |
| Heritage Family Offices, LLP | 0.19% | Reduce -1.4% | 5,890 | $421K |
| Visionary Wealth Advisors | 0.02% | Reduce -17.6% | 5,872 | $419K |
| TLWM | 0.08% | Reduce -2.2% | 5,869 | $419K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,861 | $419K |
| Apollon Financial, LLC | 0.06% | Reduce -5.5% | 5,848 | $418K |
| IAM Advisory, LLC | 0.09% | Add +0.5% | 5,847 | $418K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +4.8% | 5,841 | $417K |
| Fifth Third Bancorp | 0.00% | Add +2.0% | 5,815 | $415K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.2% | 5,807 | $415K |
| Wetzel Investment Advisors, Inc. | 0.17% | Reduce -2.1% | 5,803 | $414K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.3% | 5,773 | $412K |
| OneAscent Wealth Management LLC | 0.14% | Reduce -2.1% | 5,764 | $412K |
| FLP Wealth Management, LLC | 0.97% | Add +5.8% | 5,742 | $410K |
| Tudor Investment Corporation | 0.00% | New | 5,726 | $409K |
| BXM Wealth LLC | 0.32% | New | 5,721 | $409K |
| HTG Investment Advisors, Inc. | 0.13% | No change | 5,721 | $409K |
| Hyundai Investments Co., Ltd. | 0.39% | New | 5,621 | $404K |
| Tanglewood Legacy Advisors, LLC | 0.15% | Reduce -17.5% | 5,621 | $401K |
| Wealth Management Associates, Inc. | 0.14% | Reduce -3.0% | 5,592 | $399K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.1% | 5,574 | $398K |
| Bravias Capital Group, LLC | 0.24% | No change | 5,533 | $395K |
| Foundations Investment Advisors, LLC | 0.01% | New | 5,529 | $395K |
| Hazlett, Burt & Watson, Inc. | 0.13% | Add +0.2% | 5,521 | $394K |
| First Trust Advisors LP | 0.00% | Add +3.7% | 5,499 | $393K |
| WBH Advisory Inc. | 0.03% | Reduce -0.4% | 5,488 | $392K |
| Merkkuri Wealth Advisors LLC | 0.26% | Reduce -33.8% | 5,332 | $381K |
| Vigilare Wealth Management | 0.13% | Reduce -28.9% | 5,326 | $380K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,256 | $375K |
| Curated Wealth Partners LLC | 0.04% | No change | 5,235 | $374K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +16.1% | 5,143 | $367K |
| Seneca House Advisors | 0.14% | No change | 5,138 | $367K |
| McCarter Private Wealth Services LLC | 0.16% | Reduce -3.9% | 5,114 | $365K |
| Investment Partners, LTD. | 0.13% | Add +0.4% | 5,025 | $359K |
| Nadler Financial Group, Inc. | 0.03% | No change | 5,000 | $357K |
| Retireful, LLC | 0.45% | New | 4,974 | $355K |
| Valpey Financial Services, LLC | 0.23% | Add +0.6% | 4,962 | $354K |
| Meridian Investment Counsel Inc. | 0.09% | No change | 4,948 | $353K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.0% | 4,922 | $352K |
| Keystone Financial Group | 0.03% | Add +0.7% | 4,906 | $350K |
| August Group Capital Ltd | 0.39% | — | 4,900 | $350K |
| Money Concepts Capital Corp. | 0.02% | Add +5.5% | 4,890 | $349K |
| Gen-Wealth Partners Inc | 0.11% | No change | 4,876 | $348K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +2.1% | 4,816 | $344K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -6.3% | 4,810 | $344K |
| Good Harbor Advisors, Inc. | 0.40% | — | 4,799 | $343K |
| Astoria Portfolio Advisors LLC. | 0.08% | Reduce -0.8% | 4,474 | $340K |
| Verus Capital Partners, LLC | 0.02% | Add +0.0% | 4,760 | $340K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -0.6% | 4,731 | $338K |
| Divergent Planning, LLC | 0.09% | Add +0.6% | 4,741 | $338K |
| Castle Wealth Management LLC | 0.11% | No change | 4,700 | $336K |
| Arkansas Financial Group, Inc. | 0.05% | No change | 4,668 | $333K |
| Compass Capital Corp. /Ma/ | 0.13% | No change | 4,380 | $329K |
| Fiduciary Alliance LLC | 0.02% | New | 4,604 | $329K |
| Jacobi Capital Management LLC | 0.02% | Reduce -2.0% | 4,564 | $326K |
| J. Goldman & Co LP | 0.01% | Reduce -60.4% | 4,532 | $324K |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.2% | 4,526 | $323K |
| Tiaa Trust, National Association | 0.00% | Add +10.4% | 4,509 | $322K |
| Broyhill Asset Management, LLC | 0.28% | No change | 4,500 | $321K |
| HCR Wealth Advisors | 0.03% | Reduce -12.6% | 4,484 | $320K |
| High Falls Advisors, Inc | 0.06% | Reduce -0.7% | 4,437 | $317K |
| Cross Staff Investments Inc | 0.17% | Add +0.1% | 4,392 | $314K |
| Sequent Planning LLC | 0.08% | Reduce -42.2% | 4,389 | $313K |
| HORAN Wealth, LLC | 0.05% | Add +0.5% | 4,383 | $313K |
| Novak & Powell Financial Services, Inc. | 0.16% | Reduce -9.8% | 4,368 | $312K |
| Balance Wealth Partners LLC | 0.10% | New | 4,368 | $312K |
| BSW Wealth Partners | 0.04% | Add +0.2% | 4,350 | $311K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.3% | 4,348 | $311K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 4,372 | $310K |
| Compass Financial Group, INC | 0.04% | Add +0.5% | 4,342 | $310K |
| Point72 Asset Management | 0.00% | New | 4,321 | $309K |
| CRA Financial Services, LLC | 0.04% | No change | 4,305 | $307K |
| Cibc World Market Inc. | 0.00% | Add +7.3% | 4,266 | $305K |
| Innova Wealth Partners | 0.15% | New | 4,262 | $304K |
| Silver Oak Securities, Incorporated | 0.02% | Add +5.5% | 4,215 | $303K |
| Beacon Financial Advisory LLC | 0.07% | Add +1.6% | 4,245 | $303K |
| KW Wealth Management LLC | 0.46% | No change | 4,235 | $302K |
| Zhang Financial LLC | 0.01% | No change | 4,227 | $302K |
| Smartleaf Asset Management LLC | 0.01% | Add +39.7% | 4,189 | $301K |
| Atlas Legacy Advisors, LLC | 0.05% | Reduce -1.9% | 4,211 | $301K |
| Axxcess Wealth Management, LLC | 0.01% | Add +20.3% | 4,211 | $301K |
| HighPoint Advisor Group LLC | 0.01% | New | 4,169 | $298K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -28.8% | 4,142 | $296K |
| NBT Bank, N.A. | 0.02% | Reduce -0.1% | 3,564 | $293K |
| Intellectus Partners, LLC | 0.06% | Add +14.3% | 4,050 | $289K |
| ORG Partners LLC | 0.05% | Reduce -12.5% | 3,975 | $284K |
| Harvest Investment Services, LLC | 0.05% | Reduce -58.2% | 3,924 | $280K |
| Pacific Sun Financial Corp | 0.13% | Reduce -11.5% | 3,916 | $280K |
| Csenge Advisory Group | 0.01% | Reduce -17.5% | 3,820 | $273K |
| Ritholtz Wealth Management | 0.01% | New | 3,805 | $272K |
| Carnegie Investment Counsel | 0.01% | No change | 3,774 | $270K |
| Welch Group, LLC | 0.01% | New | 3,762 | $269K |
| Diversified Enterprises, LLC | 0.02% | Reduce -13.0% | 3,750 | $268K |
| OneAscent Family Office, LLC | 0.18% | No change | 3,736 | $267K |
| Roman Butler Fullerton & Co. | 0.07% | Reduce -0.7% | 3,660 | $266K |
| Equity Wealth Partners, LLC | 0.17% | Reduce -5.9% | 3,724 | $266K |
| Tyche Wealth Partners LLC | 0.04% | No change | 3,720 | $266K |
| Carr Financial Group Corp | 0.07% | Add +0.0% | 3,712 | $265K |
| Bailard, Inc. | 0.01% | Reduce -0.0% | 3,690 | $264K |
| One Capital Management, LLC | 0.01% | Reduce -6.0% | 3,685 | $263K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 3,670 | $262K |
| Falcon Wealth Planning | 0.02% | Add +0.8% | 3,667 | $262K |
| Evernest Financial Advisors, LLC | 0.05% | Add +0.8% | 3,515 | $262K |
| Fogel Capital Management, Inc. | 0.12% | No change | 3,650 | $261K |
| AlphaCore Capital LLC | 0.01% | Add +281.3% | 3,622 | $259K |
| Smith Thornton Advisors LLC | 0.13% | No change | 3,612 | $258K |
| Fiduciary Financial Group, LLC | 0.04% | No change | 3,575 | $255K |
| Fragasso Financial Advisors Inc | 0.02% | Add +10.8% | 3,567 | $255K |
| Fiscal Wisdom Wealth Management, LLC | 0.24% | Reduce -10.8% | 3,545 | $253K |
| Atlantic Private Wealth, LLC | 0.16% | No change | 3,542 | $253K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,537 | $253K |
| Assetmark, Inc. | 0.00% | Add +0.4% | 3,518 | $251K |
| HFG Advisors, Inc. | 0.18% | No change | 3,500 | $250K |
| Manhattan West Asset Management, LLC | 0.05% | No change | 3,500 | $250K |
| Grant Private Wealth Management Inc | 0.15% | Reduce -35.3% | 3,489 | $249K |
| Essex Bank | 0.05% | No change | 3,482 | $249K |
| Providence Capital Advisors, LLC | 0.04% | No change | 3,462 | $247K |
| Moseley Investment Management Inc. | 0.08% | Reduce -2.9% | 3,459 | $247K |
| Farmers Trust Co. | 0.04% | Reduce -11.7% | 3,450 | $246K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +0.3% | 3,438 | $246K |
| Northwest Capital Management Inc | 1.06% | Reduce -80.0% | 3,422 | $244K |
| Boreal Capital Management LLC | 0.22% | No change | 3,407 | $243K |
| First Heartland Consultants, Inc. | 0.02% | Add +9.8% | 3,389 | $242K |
| Xponance LLC | 0.00% | Reduce -25.6% | 3,376 | $241K |
| Richmond Investment Services, LLC | 0.04% | Add +0.4% | 3,362 | $240K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,354 | $240K |
| Centaurus Financial, Inc. | 0.01% | Add +2.0% | 3,344 | $239K |
| LVZ, Inc. | 0.03% | No change | 3,323 | $237K |
| Stokes Family Office, LLC | 0.02% | No change | 3,281 | $234K |
| Emergent Wealth Advisors, LLC | 0.13% | Reduce -6.3% | 3,275 | $234K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,264 | $233K |
| TCFG Wealth Management, LLC | 0.09% | Reduce -13.1% | 3,253 | $233K |
| Investment Partners Asset Management, Inc. | 0.14% | No change | 3,253 | $232K |
| Apollon Wealth Management, LLC | 0.00% | No change | 3,252 | $232K |
| Opulen Financial Group LLC | 0.17% | Add +0.6% | 3,229 | $231K |
| Neuberger Berman Group LLC | 0.00% | Reduce -36.5% | 3,225 | $230K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -7.6% | 3,223 | $230K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.6% | 3,066 | $230K |
| Wealthcare Capital Partners, LLC | 0.11% | Reduce -7.0% | 3,194 | $228K |
| Hurley Capital, LLC | 0.13% | Add +0.4% | 3,189 | $228K |
| Northwest Bancshares, Inc. | 0.04% | No change | 3,173 | $227K |
| Diversified Trust Co. | 0.00% | No change | 3,173 | $227K |
| James J. Burns & Company, LLC | 0.03% | New | 3,168 | $226K |
| Schrum Private Wealth Management LLC | 0.17% | Add +0.1% | 3,151 | $225K |
| D.B. Root & Company, LLC | 0.05% | Reduce -1.1% | 3,124 | $223K |
| Parkside Financial Bank & Trust | 0.02% | No change | 3,121 | $223K |
| Belpointe Asset Management LLC | 0.01% | Reduce -49.6% | 3,120 | $223K |
| Clearview Wealth Advisors LLC | 0.14% | Reduce -17.3% | 3,106 | $222K |
| Whitcomb & Hess, Inc. | 0.05% | Add +2.8% | 3,067 | $221K |
| Detalus Advisors, LLC | 0.05% | No change | 3,094 | $221K |
| Opus Financial Solutions LLC | 0.21% | — | 3,067 | $219K |
| Carlson Financial, Inc. | 0.13% | — | 3,055 | $218K |
| Spinnaker Trust | 0.01% | Reduce -0.8% | 3,050 | $218K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.2% | 3,012 | $215K |
| Ring Mountain Capital, LLC | 0.11% | Reduce -8.7% | 2,930 | $215K |
| Worth Financial Advisory Group, LLC | 0.10% | Reduce -0.9% | 3,007 | $215K |
| Balboa Wealth Partners | 0.04% | No change | 3,000 | $214K |
| Apriem Advisors | 0.02% | No change | 3,000 | $214K |
| First Financial Bankshares Inc | 0.00% | No change | 2,982 | $213K |
| GAMMA Investing LLC | 0.01% | Add +2.1% | 2,927 | $209K |
| Apex Wealth Management, LLC | 0.21% | Reduce -70.8% | 2,850 | $209K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 2,919 | $208K |
| Winebrenner Capital Management LLC | 0.14% | Reduce -0.2% | 2,911 | $208K |
| Meridian Financial Partners LLC | 0.08% | New | 2,810 | $205K |
| Appleton Partners Inc. | 0.01% | No change | 2,863 | $204K |
| Independent Advisor Alliance | 0.00% | Reduce -0.7% | 2,853 | $204K |
| Lodestone Wealth Management LLC | 0.08% | Add +0.1% | 2,850 | $204K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Reduce -0.2% | 2,839 | $203K |
| Larson Financial Group LLC | 0.01% | Reduce -0.2% | 2,831 | $202K |
| Richwood Investment Advisors, LLC | 0.14% | New | 2,694 | $202K |
| Bokf, NA | 0.00% | No change | 2,505 | $179K |
| Realta Investment Advisors | 0.06% | Reduce -5.8% | 2,421 | $173K |
| DV Trading LLC | 0.01% | — | 2,401 | $171K |
| Blue Trust, Inc. | 0.00% | No change | 2,389 | $171K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 2,373 | $169K |
| Spire Wealth Management | 0.01% | Reduce -0.8% | 2,351 | $168K |
| Russell Investments Group, Ltd. | 0.00% | Add +24.2% | 2,290 | $164K |
| Archer Investment Corp | 0.04% | Reduce -0.3% | 2,203 | $157K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -49.7% | 2,189 | $156K |
| Glassman Wealth Services | 0.02% | No change | 2,181 | $156K |
| Triumph Capital Management | 0.03% | New | 2,154 | $154K |
| CVA Family Office, LLC | 0.02% | Add +0.6% | 2,139 | $153K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,123 | $152K |
| Provident Wealth Management, LLC | 0.04% | No change | 2,106 | $150K |
| Nvwm, LLC | 0.03% | No change | 2,018 | $144K |
| Smithfield Trust Co | 0.01% | Add +15.5% | 2,053 | $144K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -0.4% | 1,974 | $141K |
| Caitlin John, LLC | 0.09% | New | 1,900 | $136K |
| Basepoint Wealth LLC | 0.08% | Reduce -40.7% | 1,886 | $135K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.4% | 1,856 | $133K |
| Dagco, Inc. | 0.03% | No change | 1,800 | $129K |
| Measured Wealth Private Client Group, LLC | 0.03% | Reduce -27.3% | 1,787 | $128K |
| Sound Income Strategies, LLC | 0.01% | Add +9.7% | 1,643 | $120K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,624 | $116K |
| Root Financial Partners, LLC | 0.01% | Reduce -4.1% | 1,593 | $114K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -6.8% | 1,557 | $111K |
| Front Row Advisors LLC | 0.03% | No change | 1,461 | $104K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,418 | $101K |
| Rialto Wealth Management, LLC | 0.02% | New | 1,350 | $96K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,279 | $91K |
| HM Payson & Co. | 0.00% | Add +33.2% | 1,277 | $91K |
| Founders Capital Management | 0.05% | Reduce -15.0% | 1,245 | $89K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,230 | $88K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 1,211 | $86K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -49.0% | 1,020 | $73K |
| United Community Bank | 0.03% | No change | 1,020 | $73K |
| Zions Bancorporation, National Association | 0.00% | No change | 1,000 | $71K |
| Valley National Advisers Inc. | 0.01% | Reduce -41.2% | 1,000 | $71K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.2% | 965 | $69K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -92.6% | 929 | $66K |
| Tidemark, LLC | 0.02% | Reduce -8.0% | 900 | $64K |
| WPG Advisers, LLC | 0.05% | No change | 899 | $64K |
| JNBA Financial Advisors | 0.01% | Reduce -24.3% | 895 | $64K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -48.5% | 886 | $63K |
| Pursuit Wealth Strategies, LLC | 0.09% | — | 880 | $63K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 850 | $61K |
| Financially Speaking Inc | 0.04% | No change | 826 | $59K |
| Lavaca Capital LLC | 0.01% | No change | 808 | $58K |
| Maseco LLP | 0.00% | New | 775 | $55K |
| Delta Asset Management LLC | 0.00% | No change | 739 | $53K |
| Costello Asset Management, INC | 0.02% | Reduce -1.2% | 737 | $53K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -24.1% | 725 | $52K |
| IMG Wealth Management, Inc. | 0.03% | No change | 723 | $52K |
| Quadrant Capital Group LLC | 0.00% | No change | 713 | $51K |
| Investment Research & Advisory Group, Inc. | 0.02% | New | 691 | $49K |
| Signaturefd, LLC | 0.00% | Add +0.3% | 664 | $47K |
| Planning Project LLC | 0.01% | — | 650 | $46K |
| Pandora Wealth, Inc. | 0.03% | No change | 649 | $46K |
| Roxbury Financial LLC | 0.04% | Add +0.2% | 640 | $46K |
| Kingdom Financial Group LLC. | 0.01% | New | 629 | $45K |
| Friedenthal Financial | 0.02% | No change | 543 | $39K |
| McIlrath & Eck, LLC | 0.00% | Reduce -19.3% | 541 | $39K |
| Millstone Evans Group, LLC | 0.02% | No change | 534 | $38K |
| Solstein Capital, LLC | 0.01% | No change | 524 | $37K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 520 | $37K |
| Tsfg, LLC | 0.01% | No change | 500 | $36K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -9.5% | 494 | $35K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 449 | $32K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 444 | $32K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.2% | 434 | $31K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 425 | $30K |
| Bangor Savings Bank | 0.00% | Reduce -7.7% | 418 | $30K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 410 | $29K |
| Truvestments Capital LLC | 0.01% | New | 410 | $29K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 405 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $29K |
| Estate Planners Group, LLC | 0.01% | — | 379 | $27K |
| Purpose Unlimited Inc. | 0.00% | — | 379 | $27K |
| Wellington Grp LLC | 0.01% | — | 371 | $26K |
| BNP Paribas Financial Markets | 0.00% | Reduce -61.0% | 345 | $25K |
| NFSG Corp | 0.00% | Add +0.6% | 336 | $24K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.6% | 330 | $23K |
| SHP Wealth Management | 0.00% | — | 300 | $21K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 299 | $21K |
| Graney & King, LLC | 0.01% | No change | 290 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +375.0% | 285 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 279 | $20K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -25.7% | 260 | $19K |
| Goodman Advisory Group, LLC | 0.00% | No change | 252 | $18K |
| Compass Financial Services Inc | 0.01% | Add +0.4% | 244 | $17K |
| Missouri Trust & Investment Co | 0.01% | No change | 239 | $17K |
| Scarborough Advisors, LLC | 0.00% | Add +0.5% | 218 | $16K |
| Bernard Wealth Management Corp. | 0.01% | No change | 210 | $15K |
| 10Elms LLP | 0.02% | No change | 209 | $15K |
| Optima Capital LLC | 0.01% | New | 207 | $15K |
| Gables Capital Management Inc. | 0.01% | No change | 206 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 203 | $14K |
| United Financial Planning Group LLC | 0.01% | New | 200 | $14K |
| Fairway Wealth LLC | 0.00% | New | 198 | $14K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 196 | $14K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 185 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 169 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | New | 161 | $11K |
| Crewe Advisors LLC | 0.00% | Reduce -65.8% | 149 | $11K |
| Chelsea Counsel Co. | 0.00% | No change | 147 | $10K |
| MCF Advisors LLC | 0.00% | No change | 140 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 131 | $9K |
| Concord Wealth Partners | 0.00% | No change | 123 | $9K |
| Colonial Trust Advisors | 0.00% | No change | 121 | $9K |
| Atlantic Union Bankshares Corp | 0.00% | New | 119 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 106 | $8K |
| Ransom Advisory, Ltd | 0.00% | New | 105 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 102 | $7K |
| Garner Asset Management Corp | 0.00% | New | 100 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -75.1% | 94 | $7K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 79 | $6K |
| Key Financial Inc | 0.00% | No change | 64 | $5K |
| Bogart Wealth, LLC | 0.00% | Reduce -21.1% | 60 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +1.7% | 59 | $4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 56 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 55 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 49 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 48 | $3K |
| Trust Co | 0.00% | New | 45 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 41 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 24 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 19 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 18 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +100.0% | 6 | $440 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 3 | $214 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 2 | $143 |
| Motiv8 Investments LLC | 0.00% | New | 4 | $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.