Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q2 2026 (June 30)760holders +1
55new positions
50sold out
5famous investors
$75.08avg. 13F price*
At the end of Q2 2026, 760 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, up 1 from Q1 2026. 55 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($521.8M), Morgan Stanley ($370.3M) and LPL Financial LLC ($286.7M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $161.9M |
| Exits | 50 | $97.8M |
All 13F filers, Q1 2026 → Q2 2026: 8,393,950 shares bought and 9,336,570 shares sold, net −942,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 760 holders
| Bank of America Corp. | 0.03% | Add +13.4% | 6,966,141 | $521.8M |
| Morgan Stanley | 0.02% | Add +1.5% | 4,943,390 | $370.3M |
| LPL Financial LLC | 0.06% | Add +26.3% | 3,827,985 | $286.7M |
| FMR LLC | 0.01% | Reduce -7.4% | 2,186,519 | $163.8M |
| Royal Bank of Canada | 0.02% | Add +23.9% | 1,839,172 | $137.8M |
| Two Sigma Investments, LP | 0.09% | Reduce -63.0% | 1,536,900 | $115.1M |
| Wells Fargo & Company | 0.02% | Reduce -16.7% | 1,396,456 | $104.6M |
| Picton Mahoney Asset Management | 0.87% | Add +31.8% | 1,254,188 | $93.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -30.9% | 1,240,133 | $92.9M |
| Raymond James Financial Inc. | 0.02% | Add +19.6% | 1,121,670 | $84.0M |
| CI Investments Inc. | 0.25% | New | 1,058,154 | $79.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.4% | 990,440 | $74.2M |
| UBS Group AG | 0.01% | Add +11.1% | 949,892 | $71.1M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -25.6% | 836,710 | $62.7M |
| Osaic Holdings, Inc. | 0.07% | Add +26.1% | 740,238 | $55.5M |
| Securian Asset Management, Inc. | 1.90% | No change | 690,000 | $52.8M |
| Qube Research & Technologies Ltd | 0.05% | Add +307.4% | 617,466 | $46.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.6% | 608,840 | $45.6M |
| Armbruster Capital Management, Inc. | 6.03% | Add +1.9% | 540,041 | $40.4M |
| Cetera Investment Advisers | 0.04% | Add +17.7% | 519,513 | $38.9M |
| Brookstone Capital Management | 0.39% | Reduce -8.5% | 512,689 | $38.4M |
| JPMorgan Chase & Co. | 0.00% | Add +39.3% | 500,430 | $37.8M |
| Private Advisor Group, LLC | 0.16% | Add +30.1% | 480,267 | $36.0M |
| Genworth Financial Inc | 7.34% | No change | 476,493 | $35.7M |
| Citigroup Inc. | 0.02% | Add +660.4% | 439,459 | $32.9M |
| Berman McAleer LLC | 3.49% | Add +6.6% | 402,028 | $30.1M |
| New England Private Wealth Advisors LLC | 2.73% | Add +0.1% | 366,189 | $28.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Reduce -5.5% | 331,823 | $24.9M |
| Painted Porch Advisors LLC | 10.60% | Add +0.0% | 323,825 | $24.3M |
| Jones Financial Companies LLLP | 0.01% | Reduce -5.4% | 309,928 | $23.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +6.8% | 303,836 | $22.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +10.5% | 296,112 | $22.5M |
| Cambria Investment Management, L.P. | 1.10% | Add +8.3% | 297,416 | $22.3M |
| Empowered Funds, LLC | 0.12% | Add +8.2% | 297,416 | $22.3M |
| Scarborough Advisors, LLC | 2.47% | Add +131704.1% | 288,651 | $21.5M |
| Hantz Financial Services, Inc. | 0.28% | Add +0.0% | 280,102 | $21.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -32.7% | 272,595 | $20.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -9.1% | 270,128 | $20.2M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -35.7% | 263,709 | $19.8M |
| Stifel Financial Corp. | 0.02% | Reduce -2.6% | 256,200 | $19.2M |
| Sei Investments Co. | 0.02% | Reduce -3.1% | 239,390 | $17.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -76.3% | 233,427 | $17.5M |
| NewSquare Capital LLC | 1.27% | Add +26.7% | 228,650 | $17.1M |
| Dynasty Wealth Management, LLC | 0.13% | Reduce -29.5% | 225,564 | $16.9M |
| Diametric Capital, LP | 1.79% | Add +466.9% | 225,231 | $16.9M |
| Arax Advisory Partners | 0.11% | Add +1520.1% | 220,966 | $16.6M |
| Equitable Holdings, Inc. | 0.10% | Reduce -11.7% | 216,756 | $16.2M |
| Prospera Financial Services Inc | 0.22% | Reduce -1.3% | 198,593 | $14.9M |
| Commerce Bank | 0.06% | Reduce -12.2% | 193,882 | $14.5M |
| HSBC Holdings PLC | 0.01% | Add +417.7% | 185,854 | $14.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -53.5% | 187,615 | $14.1M |
| Geneos Wealth Management Inc. | 0.28% | Add +53.3% | 181,182 | $13.6M |
| Ballast, Inc. | 2.45% | Add +1.5% | 173,437 | $13.0M |
| Jump Financial, LLC | 0.13% | Add +108.8% | 170,504 | $12.8M |
| Dominguez Wealth Management Solutions, Inc. | 7.03% | Add +0.7% | 170,427 | $12.8M |
| Bell Investment Advisors, Inc | 1.84% | Add +6.8% | 167,698 | $12.6M |
| EP Wealth Advisors, LLC | 0.05% | Add +407.6% | 162,597 | $12.2M |
| JFS Wealth Advisors, LLC | 0.60% | Reduce -1.2% | 161,837 | $12.1M |
| Corient Private Wealth LP | 0.02% | Reduce -1.8% | 158,154 | $11.8M |
| NewEdge Advisors, LLC | 0.04% | Add +5.8% | 157,048 | $11.8M |
| Alliance Wealth Advisors, LLC | 2.17% | Add +32.7% | 153,535 | $11.5M |
| Lido Advisors, LLC | 0.04% | Reduce -18.3% | 152,649 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Add +2.9% | 150,704 | $11.3M |
| Capital Investment Advisory Services, LLC | 0.70% | Reduce -42.3% | 150,473 | $11.3M |
| Capital Advisors, Ltd. LLC | 1.14% | Reduce -4.0% | 150,472 | $11.3M |
| MML Investors Services, LLC | 0.02% | Add +73.3% | 149,779 | $11.2M |
| MAI Capital Management | 0.04% | Add +0.5% | 144,495 | $10.8M |
| Creative Planning | 0.01% | Reduce -1.5% | 142,474 | $10.7M |
| Millennium Management | 0.01% | Add +1542.2% | 140,523 | $10.5M |
| Invesco Ltd. | 0.00% | Reduce -88.8% | 134,003 | $10.0M |
| O'ROURKE & COMPANY, Inc | 3.45% | Reduce -0.9% | 131,930 | $9.9M |
| Traynor Capital Management, Inc. | 0.46% | Add +0.0% | 130,074 | $9.7M |
| Nilsine Partners, LLC | 0.64% | Add +3.9% | 122,667 | $9.2M |
| Commonwealth Financial Services, LLC | 1.18% | New | 117,275 | $8.8M |
| Vigilare Wealth Management | 2.63% | Add +225.2% | 114,391 | $8.6M |
| Waterloo Capital, L.P. | 0.48% | Reduce -22.5% | 113,513 | $8.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.5% | 111,868 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +4.2% | 111,620 | $8.4M |
| Fortune Financial Group, Inc. | 6.51% | Reduce -43.0% | 110,796 | $8.3M |
| Stewardship Advisors, LLC | 1.68% | New | 108,029 | $8.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -0.3% | 101,327 | $7.6M |
| HB Wealth Management, LLC | 0.04% | Add +0.0% | 100,929 | $7.6M |
| Jackson, Grant Investment Advisers, Inc. | 2.35% | Reduce -5.8% | 100,808 | $7.6M |
| Park Avenue Securities LLC | 0.05% | Add +8.9% | 98,802 | $7.4M |
| Strategic Advisory Partners, LLC | 5.13% | Add +3.4% | 96,573 | $7.2M |
| GTS Securities LLC | 0.15% | New | 95,221 | $7.1M |
| CFG Wealth Management Services, Inc. | 6.89% | No change | 94,664 | $7.1M |
| Vaquero Private Wealth, Ltd. | 1.43% | — | 93,086 | $7.0M |
| Focus Partners Wealth | 0.01% | Add +7.7% | 91,819 | $6.9M |
| First PREMIER Bank | 1.10% | Reduce -0.2% | 90,988 | $6.8M |
| Petra Financial Advisors Inc. | 3.11% | Add +7.7% | 89,546 | $6.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 88,300 | $6.6M |
| SteelPeak Wealth, LLC | 0.17% | Add +14.3% | 85,394 | $6.4M |
| Waverly Advisors, LLC | 0.04% | Add +118.0% | 84,895 | $6.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.47% | Reduce -0.0% | 84,613 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -30.1% | 83,931 | $6.3M |
| Essex Financial Services, Inc. | 0.31% | Add +0.9% | 81,890 | $6.1M |
| American Financial & Tax Strategies Inc. | 2.76% | Reduce -0.5% | 81,484 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +3.9% | 80,047 | $6.0M |
| Curi Capital, LLC | 0.09% | Add +6.2% | 79,817 | $6.0M |
| Arkadios Wealth Advisors | 0.09% | Add +92.9% | 77,631 | $5.8M |
| Allworth Financial LP | 0.02% | Reduce -6.1% | 76,779 | $5.8M |
| Coppell Advisory Solutions LLC | 0.46% | New | 1,752 | $5.6M |
| Value Investment Professionals, LLC | 4.69% | New | 74,417 | $5.6M |
| Israel Discount Bank of New York | 10.18% | Add +27.1% | 73,385 | $5.5M |
| Glenmede Trust Co. NA | 0.02% | No change | 72,480 | $5.4M |
| Pinnacle Wealth Management Group, Inc. | 2.51% | Add +1.0% | 71,724 | $5.4M |
| Fifth Third Securities, Inc. | 0.30% | Add +1.1% | 70,292 | $5.3M |
| Blue Door Asset Management, LLC | 2.70% | New | 70,000 | $5.2M |
| Flagship Harbor Advisors, LLC | 0.20% | Add +37.9% | 68,293 | $5.1M |
| Captrust Financial Advisors | 0.01% | Add +2.1% | 65,014 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Add +352.2% | 64,033 | $4.8M |
| G&S Capital LLC | 1.39% | Add +4.2% | 63,792 | $4.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.8% | 62,979 | $4.7M |
| Cozad Asset Management Inc. | 0.30% | Reduce -3.7% | 62,348 | $4.7M |
| Fortis Group Advisors, LLC | 0.74% | Add +2.5% | 62,002 | $4.6M |
| Cherry Tree Wealth Management, LLC | 0.86% | Reduce -4.7% | 60,920 | $4.6M |
| Trinity Wealth Management, LLC | 1.44% | Add +66.2% | 60,713 | $4.5M |
| &partners | 0.02% | Add +62.7% | 58,991 | $4.5M |
| Banque Transatlantique SA | 0.10% | Add +45.6% | 60,168 | $4.5M |
| Mgo One Seven LLC | 0.07% | Add +4.1% | 57,917 | $4.3M |
| Mosaic Family Wealth Partners, LLC | 0.29% | Add +61.7% | 57,217 | $4.3M |
| CreativeOne Wealth, LLC | 0.09% | Add +0.8% | 55,222 | $4.1M |
| Klingman & Associates, LLC | 0.18% | No change | 55,186 | $4.1M |
| Trilogy Capital Inc. | 0.16% | Add +192.3% | 54,849 | $4.1M |
| Two Sigma Securities, LLC | 0.35% | New | 53,565 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.5% | 52,981 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.8% | 52,814 | $4.0M |
| Burns Matteson Capital Management, LLC | 1.23% | Reduce -5.3% | 51,690 | $3.9M |
| Tudor Investment Corporation | 0.02% | Add +285.4% | 50,789 | $3.8M |
| Pacific Center for Financial Services | 0.85% | Reduce -0.1% | 50,777 | $3.8M |
| PFG Investments, LLC | 0.15% | Add +4.0% | 50,098 | $3.8M |
| Bank of Montreal | 0.00% | Add +0.9% | 49,043 | $3.7M |
| Johnson & White Wealth Management, LLC | 1.33% | Reduce -2.7% | 47,405 | $3.6M |
| Corundum Group, Inc. | 1.05% | Add +2.1% | 47,322 | $3.5M |
| Independent Financial Group, LLC | 0.07% | Add +5.4% | 46,682 | $3.5M |
| Focus Financial Network, Inc. | 0.11% | Reduce -5.3% | 46,538 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +72.2% | 46,467 | $3.5M |
| Western Wealth Management, LLC | 0.11% | Add +9.6% | 46,451 | $3.5M |
| Milestone Investment Advisors LLC | 0.75% | Reduce -0.1% | 46,372 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -1.9% | 45,276 | $3.4M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -1.4% | 44,677 | $3.3M |
| Donaldson Capital Management, LLC | 0.09% | New | 44,147 | $3.3M |
| Ellis Investment Partners, LLC | 0.49% | Reduce -2.8% | 42,943 | $3.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.9% | 41,979 | $3.1M |
| Global Assets Advisory, LLC | 0.69% | Reduce -1.0% | 41,672 | $3.1M |
| Garden State Investment Advisory Services LLC | 0.61% | New | 41,684 | $3.1M |
| Quantitative Investment Management, LLC | 0.34% | New | 41,231 | $3.1M |
| Fifth Third Bancorp | 0.01% | Add +3.4% | 41,214 | $3.1M |
| Sovereign Investment Advisors, LLC | 0.57% | Add +0.6% | 40,458 | $3.0M |
| UMB Bank, n.a. | 0.04% | Reduce -7.1% | 40,142 | $3.0M |
| WT Wealth Management | 0.83% | Reduce -0.0% | 39,937 | $3.0M |
| LMCG Investments, LLC | 0.16% | Add +1.6% | 39,926 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.58% | New | 39,904 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +2.5% | 39,635 | $3.0M |
| Sard Wealth Management Group, LLC | 1.41% | Reduce -0.6% | 39,447 | $3.0M |
| Tennessee Valley Asset Management Partners | 0.31% | Add +2.3% | 37,864 | $2.8M |
| Clear Harbor Asset Management, LLC | 0.18% | Add +4.8% | 37,672 | $2.8M |
| Global Retirement Partners, LLC | 0.04% | — | 37,040 | $2.8M |
| WFA of San Diego, LLC | 2.23% | Reduce -6.0% | 35,706 | $2.7M |
| Schaeffer Financial LLC | 2.07% | Reduce -2.0% | 35,733 | $2.7M |
| Scotia Capital Inc. | 0.01% | Add +2.5% | 35,524 | $2.7M |
| Hansen & Associates Financial Group, Inc. | 1.52% | Add +7.0% | 34,871 | $2.7M |
| Parallel Advisors, LLC | 0.04% | Add +22.2% | 34,775 | $2.6M |
| Syntegra Private Wealth Group, LLC | 0.20% | Reduce -0.7% | 34,487 | $2.6M |
| High Net Worth Advisory Group LLC | 0.53% | Reduce -2.8% | 33,469 | $2.5M |
| Tradition Wealth Management, LLC | 0.15% | Reduce -0.6% | 33,451 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +23770.1% | 32,702 | $2.4M |
| WealthBridge Capital Management, LLC | 0.48% | Reduce -2.2% | 32,498 | $2.4M |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -0.2% | 32,419 | $2.4M |
| Sherman Wealth Management LLC | 1.82% | Add +0.8% | 32,329 | $2.4M |
| First Horizon Corp. | 0.09% | No change | 31,149 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.19% | Reduce -6.0% | 30,570 | $2.3M |
| AE Wealth Management LLC | 0.01% | Reduce -69.1% | 30,156 | $2.3M |
| Medallion Wealth Advisors, LLC | 0.71% | Add +209.7% | 14,914 | $2.3M |
| Selby Wealth Management, LLC | 0.79% | Reduce -4.3% | 29,827 | $2.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.0% | 29,590 | $2.2M |
| AQR Capital Management | 0.00% | Add +23.3% | 29,527 | $2.2M |
| IFG Advisory, LLC | 0.08% | Add +1997.0% | 29,379 | $2.2M |
| Avant Capital LLC | 1.36% | Reduce -7.1% | 29,057 | $2.2M |
| Verdence Capital Advisors LLC | 0.11% | Add +0.1% | 28,958 | $2.2M |
| COFG Advisors, LLC | 0.37% | New | 28,905 | $2.2M |
| Verition Fund Management LLC | 0.02% | Add +44.5% | 28,900 | $2.2M |
| Matters Capital LLC | 1.49% | No change | 28,371 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +198.4% | 28,272 | $2.1M |
| Flow Traders U.S. LLC | 0.09% | Reduce -59.1% | 28,156 | $2.1M |
| Weaver Capital Management LLC | 0.46% | No change | 28,807 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -17.1% | 27,895 | $2.1M |
| WCG Wealth Advisors LLC | 0.05% | Reduce -31.9% | 27,791 | $2.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.0% | 26,826 | $2.0M |
| Smartleaf Asset Management LLC | 0.06% | No change | 26,423 | $2.0M |
| Investors Research Corp | 0.36% | Reduce -2.6% | 26,620 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Reduce -24.4% | 26,599 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -49.6% | 26,516 | $2.0M |
| PFG Advisors | 0.10% | Reduce -87.2% | 25,907 | $1.9M |
| Amundi | 0.00% | Add +42.3% | 25,619 | $1.9M |
| Perryman Financial Advisory Inc. | 0.25% | Reduce -14.8% | 24,999 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +52.8% | 24,957 | $1.9M |
| Blair William & Co. | 0.00% | Add +0.0% | 24,562 | $1.8M |
| Old North State Trust, LLC | 0.93% | Reduce -0.2% | 24,111 | $1.8M |
| Simplicity Wealth,LLC | 0.06% | New | 23,893 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Add +9.0% | 23,883 | $1.8M |
| Silverlake Wealth Management LLC | 0.34% | Reduce -5.3% | 23,791 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -5.9% | 22,868 | $1.7M |
| Great Waters Wealth Management | 0.16% | Reduce -2.5% | 22,616 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -15.2% | 22,269 | $1.7M |
| Ridgewood Investments LLC | 0.62% | Add +0.1% | 22,126 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.7% | 22,096 | $1.7M |
| Terril Brothers, Inc. | 0.43% | No change | 22,084 | $1.7M |
| Advisory Solutions Group, LLC | 0.57% | — | 22,071 | $1.7M |
| Sheets Smith Wealth Management | 0.16% | Reduce -8.7% | 21,865 | $1.6M |
| Woodmont Investment Counsel LLC | 0.09% | Reduce -1.7% | 21,829 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.9% | 21,537 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.39% | Reduce -1.4% | 21,296 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +1.7% | 21,091 | $1.6M |
| Verity Asset Management, Inc. | 0.59% | Reduce -13.8% | 20,661 | $1.5M |
| Creative Financial Designs Inc. | 0.07% | Add +72.3% | 20,363 | $1.5M |
| Lanark Financial, Inc. | 0.10% | Add +212.4% | 20,182 | $1.5M |
| Long Island Wealth Management, Inc. | 0.62% | Add +0.4% | 20,175 | $1.5M |
| Vise Technologies, Inc. | 0.02% | Reduce -9.5% | 20,162 | $1.5M |
| Wealthspire Retirement, LLC | 0.08% | Reduce -0.7% | 20,133 | $1.5M |
| Laurel Wealth Planning LLC | 0.67% | Reduce -7.8% | 20,064 | $1.5M |
| Intesa Sanpaolo S.p.A. | 0.05% | New | 20,000 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Reduce -10.9% | 19,978 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -3.9% | 19,672 | $1.5M |
| WealthPlan Investment Management, LLC | 0.07% | Add +361.0% | 19,669 | $1.5M |
| Troutman Wealth Management, LLC | 1.13% | Reduce -1.1% | 19,562 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -1.6% | 19,437 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 19,425 | $1.5M |
| Midwest Financial Group LLC | 0.50% | Add +3.6% | 19,046 | $1.4M |
| Financial Life Advisors | 0.41% | Add +3.0% | 19,031 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.8% | 18,987 | $1.4M |
| Seamount Financial Group Inc. | 0.57% | Reduce -6.0% | 18,762 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +11.9% | 18,752 | $1.4M |
| Tompkins Financial Corp. | 0.10% | Reduce -15.8% | 18,573 | $1.4M |
| Quantum Financial Partners LLC | 0.71% | — | 18,552 | $1.4M |
| Tempus Wealth Planning, LLC | 0.27% | Reduce -0.3% | 18,477 | $1.4M |
| Diversify Advisory Services, LLC | 0.02% | New | 17,819 | $1.4M |
| Diversify Wealth Management, LLC | 0.02% | Reduce -0.4% | 17,819 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 18,328 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -8.7% | 18,286 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.35% | Reduce -3.8% | 18,066 | $1.4M |
| Laraway Financial Advisors Inc | 0.82% | Reduce -0.8% | 17,953 | $1.3M |
| Kingstone Capital Partners Texas, LLC | 0.71% | Add +0.5% | 17,898 | $1.3M |
| Santori & Peters, Inc. | 0.36% | Reduce -9.2% | 17,181 | $1.3M |
| Capstone Wealth Management Group, Inc. | 0.77% | — | 17,110 | $1.3M |
| Flagship Private Wealth, LLC | 0.45% | Add +1.4% | 16,944 | $1.3M |
| Daiwa Securities Group Inc. | 0.00% | Add +2.7% | 16,850 | $1.3M |
| Prelude Capital Management, LLC | 0.09% | Add +176.0% | 16,687 | $1.2M |
| Nuveen, LLC | 0.00% | New | 16,314 | $1.2M |
| MidFirst Bank | 0.08% | No change | 15,980 | $1.2M |
| Northcape Wealth Management, LLC | 0.31% | Reduce -1.0% | 15,856 | $1.2M |
| Wealth Intelligence, LLC | 0.55% | Reduce -0.4% | 15,829 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Add +0.5% | 15,815 | $1.2M |
| Gotham Asset Management | 0.00% | No change | 15,518 | $1.2M |
| SouthState Bank Corp | 0.05% | No change | 15,410 | $1.2M |
| XML Financial, LLC | 0.08% | Reduce -49.6% | 15,017 | $1.1M |
| Trueblood Wealth Management, LLC | 0.39% | Add +0.4% | 15,013 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -2.2% | 14,979 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -22.2% | 14,683 | $1.1M |
| Meridian Financial Advisors, LLC | 0.53% | Reduce -0.7% | 14,677 | $1.1M |
| Venture Visionary Partners LLC | 0.03% | Add +113.0% | 14,665 | $1.1M |
| Brown Wealth Management, LLC | 0.25% | Add +0.0% | 14,652 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -8.6% | 14,200 | $1.1M |
| Virtus Wealth Solutions LLC | 0.15% | Add +0.5% | 14,353 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +37.5% | 14,332 | $1.1M |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -0.4% | 14,188 | $1.1M |
| Principle Wealth Partners LLC | 0.05% | Add +0.0% | 14,141 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +0.6% | 14,069 | $1.1M |
| AG Asset Advisory, LLC | 0.85% | No change | 14,037 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -11.1% | 13,895 | $1.0M |
| Symphony Financial, Ltd. Co. | 0.11% | Add +4.4% | 13,749 | $1.0M |
| Keybank National Association | 0.00% | No change | 13,628 | $1.0M |
| TPG Advisors LLC | 0.56% | Add +0.6% | 13,598 | $1.0M |
| Variant Private Wealth, LLC | 1.14% | Reduce -0.2% | 13,559 | $1.0M |
| Pettinga Financial Advisors LLC | 0.16% | New | 13,400 | $1.0M |
| GC Wealth Management RIA, LLC | 0.06% | Add +2.1% | 13,308 | $997K |
| SC&H Financial Advisors, Inc. | 0.13% | Add +0.2% | 13,106 | $982K |
| Innova Wealth Partners | 0.40% | Add +11.1% | 13,030 | $976K |
| Northwest & Ethical Investments L.P. | 0.02% | Reduce -72.2% | 12,892 | $975K |
| JTC Employer Solutions Trustee Ltd | 0.08% | No change | 13,000 | $974K |
| Orca Investment Management, LLC | 0.70% | No change | 12,918 | $968K |
| Landaas & Co. /Wi | 0.18% | Add +0.2% | 12,885 | $965K |
| Decker Wealth Management LLC | 0.20% | No change | 12,828 | $961K |
| PMG Wealth Management, Inc. | 0.59% | No change | 12,824 | $961K |
| Hilltop Holdings Inc. | 0.08% | Add +5.2% | 12,783 | $957K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 12,766 | $956K |
| Sax Wealth Advisors, LLC | 0.04% | New | 13,039 | $954K |
| HBW Advisory Services LLC | 0.09% | Reduce -8.0% | 12,687 | $950K |
| Sage Mountain Advisors LLC | 0.06% | No change | 12,635 | $946K |
| Ancora Advisors LLC | 0.02% | Add +0.0% | 12,609 | $944K |
| Arrowroot Family Office, LLC | 0.27% | Add +8.6% | 12,552 | $940K |
| Kovack Advisors, Inc. | 0.05% | Reduce -0.2% | 12,460 | $937K |
| MTM Investment Management, LLC | 0.27% | Reduce -1.2% | 12,489 | $935K |
| Level Four Advisory Services, LLC | 0.03% | Add +26.1% | 12,483 | $935K |
| Cresset Asset Management, LLC | 0.00% | Add +2.7% | 12,369 | $926K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -3.7% | 12,216 | $915K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -1.6% | 12,211 | $915K |
| Allied Investment Advisors, LLC | 0.11% | No change | 12,200 | $914K |
| Magnus Financial Group LLC | 0.07% | Reduce -0.7% | 12,189 | $913K |
| Wellington-Altus USA Inc. | 0.65% | Reduce -0.9% | 12,464 | $912K |
| American Capital Advisory, LLC | 0.33% | Reduce -1.2% | 12,160 | $911K |
| Brighton Jones LLC | 0.02% | Reduce -1.4% | 12,110 | $907K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.0% | 12,104 | $907K |
| Round Rock Advisors LLC | 0.12% | Reduce -3.6% | 12,103 | $907K |
| OneDigital Investment Advisors LLC | 0.01% | Add +72.8% | 11,973 | $897K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.61% | No change | 11,958 | $896K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -3.1% | 11,868 | $889K |
| Strategic Wealth Advisors LLC | 0.76% | Add +12.4% | 12,425 | $887K |
| Wolff Financial Management LLC | 0.18% | Add +0.4% | 11,820 | $885K |
| Nikulski Financial, Inc. | 0.19% | Reduce -13.4% | 11,815 | $885K |
| Patten & Patten Inc. | 0.05% | Reduce -0.8% | 11,778 | $882K |
| Symmetry Partners, LLC | 0.04% | Add +4.3% | 11,737 | $879K |
| Whipplewood Advisors, LLC | 0.59% | Add +3.5% | 11,697 | $876K |
| Pathstone Holdings, LLC | 0.00% | Add +7.6% | 11,573 | $867K |
| Harfst & Associates, Inc. | 0.13% | Reduce -0.6% | 11,511 | $862K |
| Tranquility Partners, LLC | 0.30% | Reduce -5.5% | 11,468 | $859K |
| Eastern Bank | 0.01% | Reduce -0.5% | 11,445 | $857K |
| Savant Capital, LLC | 0.00% | Add +151.4% | 11,393 | $856K |
| Clark Asset Management, LLC | 0.07% | Add +0.7% | 11,375 | $852K |
| Clearwater Capital Advisors, LLC | 0.06% | No change | 11,351 | $850K |
| BTG Pactual Asset Management US LLC | 0.06% | New | 11,345 | $850K |
| IHT Wealth Management, LLC | 0.02% | Reduce -12.5% | 11,258 | $843K |
| NorthRock Partners, LLC | 0.01% | Reduce -11.2% | 11,235 | $842K |
| Savvy Advisors, Inc. | 0.02% | Add +0.3% | 11,186 | $838K |
| Ameritas Advisory Services, LLC | 0.02% | Add +76.1% | 11,146 | $835K |
| Taylor Securities Services, Inc. | 0.34% | Reduce -13.7% | 11,142 | $835K |
| Whittier Trust Co. | 0.01% | Reduce -5.3% | 10,800 | $823K |
| Moneywise, Inc. | 0.30% | Reduce -0.2% | 10,838 | $812K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +0.0% | 10,696 | $801K |
| Sowell Financial Services LLC | 0.03% | Reduce -3.0% | 10,682 | $800K |
| Sigma Planning Corp | 0.02% | Add +1.7% | 10,627 | $796K |
| Money Concepts Capital Corp. | 0.04% | Add +111.2% | 10,624 | $796K |
| Citadel Advisors | 0.00% | Reduce -44.5% | 10,593 | $793K |
| Asset One Wealth Management LLC | 0.08% | Reduce -0.7% | 10,479 | $791K |
| Optivise Advisory Services LLC | 0.40% | Add +7.7% | 10,510 | $787K |
| Hicks Capital Management LLC | 0.64% | Add +0.0% | 10,437 | $782K |
| Grey Fox Wealth Advisors, LLC | 0.12% | Reduce -1.2% | 10,431 | $781K |
| Continuum Wealth Advisors, LLC | 0.26% | No change | 10,340 | $774K |
| Choreo, LLC | 0.01% | Reduce -3.9% | 10,325 | $773K |
| Allred Capital Management, LLC | 0.25% | Add +0.0% | 10,283 | $771K |
| Aspiriant, LLC | 0.02% | Add +46.0% | 10,244 | $767K |
| Legacy Private Trust Co. | 0.04% | Reduce -1.3% | 10,240 | $767K |
| Amplius Wealth Advisors, LLC | 0.06% | No change | 10,175 | $762K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.2% | 10,155 | $761K |
| Capital Advisors Inc. | 0.01% | No change | 10,122 | $758K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,120 | $758K |
| TKG Advisors, LLC | 0.26% | Add +12.4% | 10,117 | $758K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -32.0% | 10,110 | $757K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.6% | 10,102 | $757K |
| Sequent Planning LLC | 0.16% | Add +167.5% | 10,088 | $756K |
| Snowden Capital Advisors LLC | 0.02% | Add +5.4% | 10,020 | $750K |
| Viawealth, LLC | 0.38% | Reduce -0.6% | 10,007 | $750K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -1.3% | 9,915 | $749K |
| Heirloom Wealth Management | 0.11% | Reduce -38.4% | 10,002 | $749K |
| Phillip James Consulting Co. | 0.50% | New | 10,001 | $749K |
| TopTier Wealth Management, LLC | 0.45% | Reduce -0.2% | 9,964 | $746K |
| Cardinal Point Capital Management ULC | 0.04% | Add +0.3% | 9,909 | $742K |
| Wood Tarver Financial Group, LLC | 0.18% | Reduce -5.7% | 9,914 | $742K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 9,904 | $742K |
| Regal Investment Advisors LLC | 0.04% | Reduce -15.9% | 9,877 | $740K |
| Summit Financial, LLC | 0.01% | Add +7.4% | 9,867 | $739K |
| Synergy Investment Management, LLC | 0.18% | Reduce -8.1% | 9,777 | $732K |
| Strategic Blueprint, LLC | 0.04% | Reduce -7.7% | 9,776 | $732K |
| CENTRAL TRUST Co | 0.01% | Add +44.3% | 9,773 | $732K |
| StoneX Group Inc. | 0.03% | Add +3.4% | 9,607 | $720K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.8% | 9,595 | $719K |
| Brookwood Investment Group LLC | 0.08% | Add +1.4% | 9,529 | $714K |
| Apex Wealth Management, LLC | 0.44% | Add +0.4% | 9,510 | $712K |
| Westbourne Investments, Inc. | 0.29% | Reduce -4.0% | 9,487 | $711K |
| Broussard Financial Group LLC | 0.55% | Add +7.6% | 9,236 | $692K |
| Red Door Wealth Management, LLC | 0.06% | No change | 9,207 | $690K |
| DHJJ Financial Advisors, Ltd. | 0.20% | Reduce -1.8% | 9,170 | $687K |
| Moneco Advisors, LLC | 0.04% | Reduce -24.7% | 9,116 | $683K |
| Advisory Alpha, LLC | 0.02% | Reduce -70.2% | 8,973 | $672K |
| Uptick Partners, LLC | 0.10% | Reduce -4.9% | 8,953 | $671K |
| City Center Advisors, LLC | 0.54% | Reduce -29.1% | 8,892 | $666K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -42.3% | 8,586 | $643K |
| Runnymede Capital Advisors, Inc. | 0.38% | Reduce -19.4% | 8,542 | $640K |
| Belpointe Asset Management LLC | 0.02% | Add +121.0% | 8,403 | $629K |
| Advisor Resource Council | 0.21% | Reduce -3.0% | 8,227 | $626K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.9% | 8,351 | $625K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.9% | 8,277 | $623K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -0.0% | 8,233 | $617K |
| Ewa, LLC | 0.11% | New | 8,157 | $611K |
| RFG Advisory, LLC | 0.01% | Reduce -1.4% | 8,157 | $611K |
| Keystone Financial Group | 0.04% | Add +0.9% | 8,138 | $610K |
| Mullooly Asset Management, Inc. | 0.19% | Add +0.5% | 8,127 | $609K |
| Brick & Kyle, Associates | 0.20% | No change | 8,278 | $605K |
| Rothschild Investment LLC | 0.02% | No change | 8,044 | $602K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -3.5% | 8,001 | $599K |
| Brown Advisory Inc. | 0.00% | Add +2.6% | 7,992 | $599K |
| Squarepoint Ops LLC | 0.00% | New | 7,987 | $598K |
| Intrepid Financial Planning Group LLC | 0.20% | Reduce -4.3% | 7,982 | $598K |
| Panoramic Investment Advisors, LLC | 0.29% | Add +0.5% | 7,964 | $597K |
| Faithward Advisors, LLC | 0.07% | Reduce -3.0% | 7,938 | $595K |
| Mission Creek Capital Partners, Inc. | 0.10% | Reduce -2.2% | 7,901 | $592K |
| Persistent Asset Partners Ltd | 0.18% | New | 7,680 | $575K |
| Redwood Financial Network Corp | 0.32% | Add +2.5% | 7,659 | $574K |
| Appalachian Capital Management Ltd | 0.41% | Add +0.5% | 7,618 | $571K |
| Rede Wealth, LLC | 0.19% | No change | 7,612 | $570K |
| Modern Wealth Management, LLC | 0.01% | New | 7,579 | $568K |
| Hyundai Investments Co., Ltd. | 0.61% | Add +118.3% | 7,455 | $564K |
| Trust Co. of Vermont | 0.02% | — | 7,480 | $560K |
| IFP Advisors, Inc | 0.01% | Add +6.5% | 7,418 | $556K |
| Asset Dedication, LLC | 0.03% | Reduce -34.5% | 7,319 | $548K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.3% | 7,306 | $547K |
| FSM Wealth Advisors, LLC | 0.06% | Reduce -0.8% | 7,279 | $545K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -25.1% | 7,263 | $544K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -37.2% | 7,193 | $539K |
| Verus Capital Partners, LLC | 0.03% | Add +50.4% | 7,164 | $537K |
| Barclays PLC | 0.00% | Add +35.8% | 6,940 | $520K |
| CFO4Life Group, LLC | 0.07% | Add +0.1% | 6,908 | $517K |
| East Coast Asset Management, LLC. | 0.15% | Reduce -4.2% | 6,887 | $516K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,879 | $515K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -5.4% | 6,873 | $515K |
| Guerra Pan Advisors, LLC | 0.29% | No change | 6,863 | $514K |
| Oakmont Advisory Group, LLC | 0.43% | Add +7.3% | 6,836 | $512K |
| Olistico Wealth, LLC | 0.22% | No change | 6,835 | $512K |
| Foundations Investment Advisors, LLC | 0.01% | Add +21.7% | 6,768 | $507K |
| Compass Advisory Group LLC | 0.12% | Add +0.6% | 6,722 | $503K |
| Joseph P. Lucia & Associates, LLC | 0.15% | Reduce -0.7% | 6,718 | $503K |
| Integrity Alliance, Llc. | 0.02% | Add +0.1% | 6,714 | $503K |
| Kintra Wealth, LLC | 0.03% | Add +30.1% | 6,586 | $502K |
| Townsend Asset Management Corp. /NC/ | 0.16% | Add +0.3% | 6,692 | $501K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | No change | 6,666 | $499K |
| Harbor Asset Planning, Inc. | 0.37% | Add +0.5% | 6,628 | $496K |
| Highland Capital Management, LLC | 0.02% | Reduce -11.5% | 6,618 | $496K |
| Sensible Money, LLC | 0.13% | Reduce -36.8% | 6,603 | $495K |
| Modera Wealth Management, LLC | 0.01% | Reduce -15.6% | 6,589 | $493K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 6,575 | $492K |
| Apollon Financial, LLC | 0.06% | Add +11.9% | 6,554 | $491K |
| Family Capital Management, Inc. | 0.19% | No change | 6,547 | $490K |
| World Investment Advisors | 0.01% | Reduce -6.6% | 6,696 | $490K |
| Earned Wealth Advisors, LLC | 0.03% | Add +0.3% | 6,515 | $488K |
| Lakeridge Wealth Management LLC | 0.18% | New | 6,384 | $478K |
| Mather Group, Llc. | 0.00% | Add +0.2% | 6,382 | $478K |
| Creekside Partners | 0.17% | Reduce -3.9% | 6,380 | $478K |
| Trust Point Inc. | 0.04% | No change | 6,373 | $477K |
| Fortress Private Ledger, LLC | 0.13% | Add +11.2% | 6,346 | $475K |
| Rockingstone Advisors LLC | 0.18% | Reduce -2.8% | 6,070 | $455K |
| WBH Advisory Inc. | 0.03% | Add +9.2% | 6,059 | $454K |
| Berger Financial Group, Inc | 0.02% | Reduce -13.2% | 6,032 | $452K |
| Biltmore Family Office, LLC | 0.06% | No change | 6,025 | $451K |
| Gradient Capital Advisors, LLC | 0.10% | Add +1.1% | 6,014 | $450K |
| Romano Brothers and Company | 0.04% | No change | 5,952 | $446K |
| Wetzel Investment Advisors, Inc. | 0.15% | Add +1.5% | 5,877 | $440K |
| Wealthfront Advisers LLC | 0.00% | Reduce -32.1% | 5,864 | $439K |
| US Bancorp \de | 0.00% | Add +6.5% | 5,761 | $432K |
| Xponance LLC | 0.00% | Add +52.5% | 5,760 | $431K |
| BXM Wealth LLC | 0.23% | No change | 5,721 | $429K |
| HTG Investment Advisors, Inc. | 0.11% | No change | 5,721 | $428K |
| FLP Wealth Management, LLC | 0.76% | Reduce -48.1% | 5,691 | $426K |
| IAM Advisory, LLC | 0.08% | Add +2.1% | 5,689 | $426K |
| Genesee Capital Advisors, LLC | 0.13% | Reduce -61.3% | 5,685 | $426K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.2% | 5,651 | $423K |
| 10Elms LLP | 0.19% | Add +2590.9% | 5,624 | $421K |
| Tanglewood Legacy Advisors, LLC | 0.14% | No change | 5,621 | $421K |
| Cibc World Market Inc. | 0.00% | Add +10.7% | 5,560 | $416K |
| Wealth Management Associates, Inc. | 0.11% | Reduce -0.8% | 5,555 | $416K |
| Summit Global Investments | 0.02% | Reduce -78.5% | 5,551 | $416K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -8.9% | 5,454 | $409K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -4.3% | 5,438 | $407K |
| MorganRosel Wealth Management, LLC | 0.14% | Reduce -0.9% | 5,433 | $407K |
| Trust Co. of Oklahoma | 0.10% | Add +3.5% | 5,425 | $406K |
| Bluespring Wealth Management, LLC | 0.01% | New | 5,341 | $400K |
| Atticus Wealth Management, LLC | 0.10% | Reduce -96.1% | 5,326 | $399K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.1% | 5,325 | $399K |
| Private Trust Co. NA | 0.03% | Add +6.6% | 5,320 | $398K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -11.2% | 5,270 | $395K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -45.0% | 5,249 | $393K |
| Curated Wealth Partners LLC | 0.05% | No change | 5,235 | $392K |
| First Trust Advisors LP | 0.00% | Reduce -43.2% | 5,138 | $385K |
| Edgestream Partners, L.P. | 0.01% | Reduce -52.2% | 5,108 | $383K |
| Compass Financial Group, Inc. (Ohio) | 0.25% | Reduce -53.2% | 5,063 | $379K |
| Headland Capital, LLC | 0.09% | Reduce -3.8% | 5,056 | $379K |
| Bravias Capital Group, LLC | 0.22% | Reduce -9.2% | 5,024 | $376K |
| Apella Capital, LLC | 0.01% | No change | 4,837 | $372K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 4,948 | $371K |
| Investment Partners, LTD. | 0.12% | Reduce -2.3% | 4,924 | $369K |
| Valpey Financial Services, LLC | 0.22% | Add +4.1% | 4,922 | $369K |
| Merkkuri Wealth Advisors LLC | 0.23% | Reduce -8.3% | 4,916 | $368K |
| HCR Wealth Advisors | 0.03% | Reduce -0.9% | 4,892 | $366K |
| McCarter Private Wealth Services LLC | 0.13% | Reduce -4.4% | 4,887 | $366K |
| Wesbanco Bank Inc. | 0.01% | Reduce -17.2% | 4,886 | $366K |
| Gen-Wealth Partners Inc | 0.10% | No change | 4,876 | $365K |
| Steinberganna Wealth Management | 0.15% | Reduce -1.2% | 4,857 | $364K |
| Good Harbor Advisors, Inc. | 0.35% | No change | 4,799 | $359K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 4,791 | $359K |
| Seneca House Advisors | 0.13% | Reduce -5.6% | 4,776 | $358K |
| TrueWealth Advisors, LLC | 0.08% | No change | 4,731 | $354K |
| TLWM | 0.06% | No change | 4,691 | $351K |
| Jacobi Capital Management LLC | 0.02% | Add +0.2% | 4,682 | $351K |
| Cross Staff Investments Inc | 0.20% | Add +6.2% | 4,670 | $350K |
| Arkansas Financial Group, Inc. | 0.05% | No change | 4,668 | $350K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -4.1% | 4,656 | $349K |
| Castle Wealth Management LLC | 0.10% | No change | 4,630 | $347K |
| Meridian Financial Partners LLC | 0.12% | Add +16.4% | 4,431 | $341K |
| Broyhill Asset Management, LLC | 0.30% | No change | 4,500 | $337K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 4,476 | $335K |
| Astoria Portfolio Advisors LLC. | 0.06% | No change | 4,474 | $335K |
| Compass Capital Corp. /Ma/ | 0.11% | No change | 4,380 | $331K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +0.1% | 4,424 | $331K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -16.2% | 4,325 | $324K |
| Novak & Powell Financial Services, Inc. | 0.15% | Add +0.0% | 4,270 | $320K |
| Beacon Financial Advisory LLC | 0.06% | No change | 4,245 | $318K |
| Zhang Financial LLC | 0.01% | No change | 4,227 | $317K |
| Atlas Legacy Advisors, LLC | 0.05% | Reduce -1.9% | 4,129 | $309K |
| Intellectus Partners, LLC | 0.05% | Add +0.1% | 4,061 | $304K |
| Centurion Wealth Management LLC | 0.07% | Reduce -47.7% | 4,057 | $304K |
| First Heartland Consultants, Inc. | 0.02% | Add +19.8% | 4,056 | $304K |
| Compass Financial Group, INC | 0.03% | Reduce -7.1% | 4,054 | $304K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.3% | 4,034 | $302K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -0.7% | 3,982 | $298K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -64.7% | 3,981 | $298K |
| Pacific Sun Financial Corp | 0.12% | No change | 3,916 | $293K |
| PlanVest Financial, Inc | 0.20% | Reduce -0.6% | 3,897 | $292K |
| CRA Financial Services, LLC | 0.03% | Reduce -9.5% | 3,895 | $292K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +0.5% | 3,894 | $292K |
| XTX Topco Ltd | 0.00% | New | 3,881 | $291K |
| Index Fund Advisors, Inc. | 0.01% | New | 3,860 | $289K |
| Valmark Advisers, Inc. | 0.00% | Add +2.2% | 3,857 | $289K |
| Harvest Investment Services, LLC | 0.04% | Reduce -0.6% | 3,797 | $284K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -1.2% | 3,777 | $283K |
| TCFG Investment Advisors, LLC | 0.10% | Add +0.1% | 3,747 | $281K |
| BSW Wealth Partners | 0.03% | Reduce -13.8% | 3,755 | $281K |
| Roman Butler Fullerton & Co. | 0.07% | Add +0.3% | 3,680 | $281K |
| Ieq Capital, LLC | 0.00% | Reduce -16.7% | 3,747 | $281K |
| OneAscent Family Office, LLC | 0.14% | No change | 3,736 | $280K |
| First American Trust, FSB | 0.02% | Reduce -95.0% | 3,726 | $279K |
| Csenge Advisory Group | 0.01% | Reduce -3.5% | 3,722 | $279K |
| Tyche Wealth Partners LLC | 0.04% | No change | 3,720 | $279K |
| Ritholtz Wealth Management | 0.00% | Reduce -2.5% | 3,711 | $278K |
| Smith Thornton Advisors LLC | 0.12% | No change | 3,612 | $276K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.7% | 3,668 | $275K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 3,670 | $275K |
| Fogel Capital Management, Inc. | 0.11% | No change | 3,650 | $273K |
| J. Goldman & Co LP | 0.01% | Reduce -68.5% | 3,645 | $273K |
| Falcon Wealth Planning | 0.02% | No change | 3,639 | $273K |
| Smith Salley Wealth Management | 0.01% | No change | 3,604 | $270K |
| One Capital Management, LLC | 0.01% | No change | 3,685 | $270K |
| Fiduciary Financial Group, LLC | 0.03% | No change | 3,575 | $268K |
| Winebrenner Capital Management LLC | 0.16% | Add +0.5% | 3,572 | $268K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -29.1% | 3,569 | $267K |
| Balance Wealth Partners LLC | 0.07% | Reduce -23.5% | 3,561 | $267K |
| Basso Capital Management, L.P. | 0.07% | New | 3,559 | $267K |
| Evernest Financial Advisors, LLC | 0.06% | Add +0.4% | 3,547 | $266K |
| HUB Investment Partners, LLC | 0.00% | New | 3,545 | $266K |
| Assetmark, Inc. | 0.00% | Add +1.8% | 3,540 | $265K |
| Atlantic Private Wealth, LLC | 0.16% | Reduce -0.7% | 3,519 | $264K |
| HORAN Wealth, LLC | 0.03% | Reduce -19.8% | 3,514 | $263K |
| Equity Wealth Partners, LLC | 0.09% | No change | 3,513 | $263K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.1% | 3,507 | $263K |
| HFG Advisors, Inc. | 0.16% | No change | 3,500 | $262K |
| Manhattan West Asset Management, LLC | 0.04% | No change | 3,500 | $262K |
| NBT Bank, N.A. | 0.02% | Reduce -14.7% | 3,493 | $262K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +1.1% | 3,487 | $261K |
| Visionary Wealth Advisors | 0.01% | Reduce -24.7% | 3,471 | $260K |
| Grant Private Wealth Management Inc | 0.11% | Reduce -1.6% | 3,470 | $260K |
| Woodside Wealth Management LLC | 0.18% | Reduce -6.7% | 3,468 | $260K |
| Providence Capital Advisors, LLC | 0.04% | No change | 3,462 | $259K |
| AlphaCore Capital LLC | 0.00% | Add +0.6% | 3,438 | $258K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +583.8% | 3,426 | $257K |
| Carr Financial Group Corp | 0.06% | Reduce -6.8% | 3,370 | $252K |
| Riggs Asset Managment Co. Inc. | 0.04% | New | 3,355 | $251K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,354 | $251K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -51.0% | 3,348 | $251K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +18.6% | 3,309 | $248K |
| Fiscal Wisdom Wealth Management, LLC | 0.21% | No change | 3,297 | $247K |
| Maridea Wealth Management LLC | 0.03% | New | 3,295 | $247K |
| Stokes Family Office, LLC | 0.03% | No change | 3,281 | $246K |
| Essex Bank | 0.05% | No change | 3,276 | $245K |
| Opulen Financial Group LLC | 0.15% | Add +0.6% | 3,264 | $244K |
| Goldstein Advisors, LLC | 0.02% | No change | 3,264 | $244K |
| Wealthcare Capital Partners, LLC | 0.10% | Add +0.3% | 3,263 | $244K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -7.6% | 3,255 | $244K |
| Investment Partners Asset Management, Inc. | 0.14% | No change | 3,253 | $244K |
| Heritage Family Offices, LLP | 0.09% | Reduce -43.8% | 3,249 | $243K |
| Pacific Excel Wealth Advisors, Inc. | 0.09% | New | 3,249 | $243K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,220 | $241K |
| Hurley Capital, LLC | 0.12% | Add +0.4% | 3,206 | $240K |
| Northwest Bancshares, Inc. | 0.04% | No change | 3,173 | $238K |
| Diversified Trust Co. | 0.00% | No change | 3,173 | $238K |
| James J. Burns & Company, LLC | 0.03% | No change | 3,168 | $237K |
| International Assets Investment Management, LLC | 0.01% | Add +10.4% | 3,148 | $237K |
| HBK Sorce Advisory LLC | 0.00% | No change | 3,066 | $234K |
| Parkside Financial Bank & Trust | 0.02% | No change | 3,121 | $234K |
| CX Institutional | 0.01% | Reduce -8.8% | 3,107 | $233K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -29.8% | 3,102 | $232K |
| Detalus Advisors, LLC | 0.05% | No change | 3,094 | $232K |
| Opus Financial Solutions LLC | 0.19% | No change | 3,067 | $230K |
| Emergent Wealth Advisors, LLC | 0.12% | Add +0.5% | 3,067 | $230K |
| Schrum Private Wealth Management LLC | 0.24% | Add +11.9% | 3,525 | $230K |
| Spinnaker Trust | 0.01% | No change | 3,050 | $228K |
| Fragasso Financial Advisors Inc | 0.01% | Reduce -6.4% | 3,043 | $228K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -55.8% | 3,035 | $227K |
| Cary Street Partners Financial LLC | 0.00% | Add +0.0% | 3,014 | $226K |
| Meriwether Wealth & Planning, LLC | 0.11% | Reduce -95.7% | 3,000 | $225K |
| Balboa Wealth Partners | 0.03% | No change | 3,000 | $225K |
| First Financial Bankshares Inc | 0.00% | No change | 2,982 | $223K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,973 | $223K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 2,928 | $219K |
| Ring Mountain Capital, LLC | 0.09% | Add +0.1% | 2,924 | $219K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 2,922 | $219K |
| Independent Advisor Alliance | 0.01% | Reduce -98.1% | 2,915 | $218K |
| Carlson Financial, Inc. | 0.11% | Reduce -1.9% | 2,910 | $218K |
| GAMMA Investing LLC | 0.01% | Reduce -0.1% | 2,907 | $218K |
| Apriem Advisors | 0.02% | No change | 2,900 | $217K |
| Diversified Enterprises, LLC | 0.01% | Reduce -9.0% | 2,899 | $217K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Reduce -21.7% | 2,891 | $217K |
| Westco Advisory Services Inc. | 0.13% | No change | 2,875 | $215K |
| Ullmann Wealth Partners Group, LLC | 0.02% | No change | 2,874 | $215K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 2,836 | $212K |
| Pinkerton Wealth, LLC | 0.02% | New | 2,871 | $210K |
| True Freedom Investing, LLC | 0.02% | No change | 2,871 | $210K |
| LVZ, Inc. | 0.02% | Reduce -15.9% | 2,793 | $209K |
| Sovereign Financial Group, Inc. | 0.03% | No change | 2,792 | $209K |
| Lodestone Wealth Management LLC | 0.07% | Reduce -1.6% | 2,780 | $208K |
| Disciplined Investments, LLC | 0.07% | No change | 2,768 | $207K |
| Weaver Consulting Group | 0.04% | No change | 2,762 | $207K |
| Lionshead Wealth Management, LLC | 0.13% | Reduce -1.5% | 2,760 | $207K |
| SWS Partners | 0.04% | Add +0.6% | 2,758 | $207K |
| Providence First Trust Co | 0.06% | Reduce -59.0% | 2,753 | $206K |
| MFA Wealth Services | 0.12% | Add +0.1% | 2,740 | $205K |
| WealthTrust Asset Management, LLC | 0.11% | Reduce -5.9% | 2,728 | $204K |
| D.B. Root & Company, LLC | 0.04% | New | 2,715 | $203K |
| Conrad Siegel Investment Advisors, Inc. | 0.03% | New | 2,713 | $203K |
| Carnegie Investment Counsel | 0.00% | Reduce -26.9% | 2,707 | $203K |
| Stephen J. Garry & Associates, LLC | 0.15% | Reduce -3.5% | 2,697 | $202K |
| SFG Wealth Management, LLC. | 0.07% | Reduce -3.6% | 2,692 | $202K |
| Procyon Advisors, LLC | 0.01% | New | 2,671 | $200K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -44.3% | 2,281 | $171K |
| Archer Investment Corp | 0.03% | No change | 2,203 | $165K |
| Blue Trust, Inc. | 0.00% | Reduce -4.4% | 2,190 | $164K |
| Glassman Wealth Services | 0.02% | No change | 2,181 | $163K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,168 | $162K |
| CVA Family Office, LLC | 0.01% | Add +0.6% | 2,163 | $162K |
| Spire Wealth Management | 0.00% | Reduce -1.8% | 2,124 | $159K |
| Allied Private Wealth LLC | 0.10% | — | 2,095 | $159K |
| IMA Advisory Services, Inc. | 0.01% | New | 2,116 | $158K |
| Provident Wealth Management, LLC | 0.04% | No change | 2,106 | $158K |
| Triumph Capital Management | 0.03% | Reduce -2.3% | 2,104 | $158K |
| Regatta Research & Money Management | 0.15% | — | 2,066 | $155K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 2,061 | $154K |
| Main Street Group, LTD | 0.04% | Add +1.2% | 2,054 | $154K |
| Smithfield Trust Co | 0.01% | No change | 2,053 | $151K |
| Compass Financial Management LLC | 0.02% | — | 1,956 | $147K |
| Simplex Trading, LLC | 0.00% | New | 1,951 | $146K |
| Caitlin John, LLC | 0.08% | No change | 1,900 | $142K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -1.5% | 1,814 | $136K |
| Liberty One Investment Management, LLC | 0.01% | Reduce -93.7% | 1,786 | $134K |
| Measured Wealth Private Client Group, LLC | 0.03% | Reduce -0.2% | 1,784 | $134K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,564 | $119K |
| Hughes Financial Services, LLC | 0.02% | Reduce -3.4% | 1,569 | $118K |
| Front Row Advisors LLC | 0.03% | No change | 1,461 | $111K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -3.5% | 1,454 | $109K |
| CoreCap Advisors, LLC | 0.00% | Add +1.3% | 1,372 | $103K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -26.9% | 1,356 | $102K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,350 | $101K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,279 | $96K |
| HM Payson & Co. | 0.00% | Reduce -3.7% | 1,278 | $96K |
| Founders Capital Management | 0.04% | No change | 1,245 | $93K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,230 | $92K |
| Silver Grove Financial Group, Inc. | 0.05% | Add +0.5% | 1,119 | $84K |
| United Community Bank | 0.02% | No change | 1,020 | $76K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,020 | $76K |
| Valley National Advisers Inc. | 0.01% | No change | 1,000 | $75K |
| Zions Bancorporation, National Association | 0.00% | No change | 1,000 | $75K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.2% | 969 | $73K |
| Quantbot Technologies LP | 0.00% | Reduce -92.3% | 960 | $72K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 923 | $69K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 905 | $68K |
| Tidemark, LLC | 0.02% | Add +0.2% | 903 | $68K |
| WPG Advisers, LLC | 0.04% | No change | 899 | $67K |
| Pursuit Wealth Strategies, LLC | 0.09% | No change | 880 | $66K |
| Ameriflex Group, Inc. | 0.03% | New | 875 | $66K |
| Vanguard Advisers Inc. | 0.00% | Add +4.5% | 874 | $65K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 850 | $64K |
| Financially Speaking Inc | 0.29% | No change | 826 | $60K |
| Maseco LLP | 0.00% | No change | 775 | $58K |
| JNBA Financial Advisors | 0.00% | Reduce -2.0% | 742 | $56K |
| Delta Asset Management LLC | 0.00% | No change | 739 | $55K |
| Institute for Wealth Management, LLC. | 0.00% | New | 699 | $52K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 691 | $52K |
| Costello Asset Management, INC | 0.02% | Reduce -1.6% | 679 | $51K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 671 | $50K |
| Signaturefd, LLC | 0.00% | Add +0.3% | 667 | $50K |
| Basepoint Wealth LLC | 0.03% | Add +0.6% | 650 | $49K |
| Roxbury Financial LLC | 0.04% | Add +0.2% | 643 | $48K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -80.3% | 636 | $48K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 600 | $45K |
| Realta Investment Advisors | 0.01% | Reduce -74.8% | 600 | $45K |
| IMG Wealth Management, Inc. | 0.02% | Reduce -19.6% | 582 | $44K |
| Buck Wealth Strategies, LLC | 0.00% | New | 566 | $42K |
| Millstone Evans Group, LLC | 0.02% | No change | 534 | $40K |
| Solstein Capital, LLC | 0.01% | No change | 524 | $39K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 520 | $39K |
| Tsfg, LLC | 0.00% | No change | 500 | $37K |
| Founders Financial Alliance, LLC | 0.00% | Add +0.6% | 494 | $37K |
| Flagship Wealth Advisors, LLC | 0.01% | Add +10.2% | 452 | $34K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 449 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 444 | $33K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.2% | 435 | $33K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 425 | $32K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 405 | $30K |
| Bangor Savings Bank | 0.00% | No change | 404 | $30K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -79.7% | 340 | $25K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.6% | 334 | $25K |
| Westside Investment Management, Inc. | 0.00% | Add +5.0% | 293 | $22K |
| Graney & King, LLC | 0.01% | No change | 290 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 285 | $21K |
| IAG Wealth Partners, LLC | 0.00% | No change | 260 | $19K |
| JDM Financial Group LLC | 0.01% | New | 249 | $19K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 248 | $19K |
| Gill Capital Partners, LLC | 0.00% | Add +0.5% | 223 | $17K |
| Bernard Wealth Management Corp. | 0.01% | No change | 210 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 206 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 203 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 199 | $15K |
| Nvwm, LLC | 0.00% | Reduce -90.3% | 195 | $15K |
| Quaker Wealth Management, LLC | 0.00% | No change | 180 | $13K |
| Vima LLC | 0.01% | — | 178 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 169 | $13K |
| Thompson Investment Management, Inc. | 0.00% | New | 165 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | New | 161 | $12K |
| Rossby Financial, LCC | 0.00% | No change | 157 | $12K |
| Crewe Advisors LLC | 0.00% | No change | 149 | $11K |
| Chelsea Counsel Co. | 0.00% | No change | 147 | $11K |
| MCF Advisors LLC | 0.00% | No change | 140 | $10K |
| Downshift Financial, LLC | 0.00% | New | 138 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 132 | $10K |
| Continuum Advisory, LLC | 0.00% | New | 131 | $10K |
| Colonial Trust Advisors | 0.00% | No change | 121 | $9K |
| Harborfront Financial Group LLC | 0.03% | — | 117 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | Add +0.9% | 116 | $9K |
| Highline Wealth Partners LLC | 0.00% | Add +135.4% | 113 | $8K |
| Reyes Financial Architecture, Inc. | 0.00% | Reduce -77.1% | 113 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 106 | $8K |
| Reicon Wealth Advisors, LLC | 0.00% | Reduce -69.0% | 105 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -74.3% | 87 | $7K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 79 | $6K |
| Trust Co | 0.00% | Add +44.4% | 65 | $5K |
| Key Financial Inc | 0.00% | No change | 64 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 60 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 59 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 55 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 49 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -98.6% | 46 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 41 | $3K |
| Peterson Wealth Management | 0.00% | No change | 33 | $2K |
| Vanguard National Trust Co | 0.00% | No change | 32 | $2K |
| Burk Holdings LLC | 0.00% | Reduce -98.8% | 32 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -30.9% | 29 | $2K |
| RHL Group, LLC | 0.00% | New | 35 | $2K |
| Markowski Investments | 0.00% | — | 20 | $1K |
| Clearstead Advisors, LLC | 0.00% | Add +5.6% | 19 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 3 | $225 |
| Capital Advisor Network LLC | 0.00% | No change | 2 | $150 |
"% 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.