SS SPDR S&P Aerospace DefXARETF
13F holders, Q1 2026 (March 31)574holders +75
96new positions
23sold out
7famous investors
$253.83avg. 13F price*
At the end of Q1 2026, 574 institutions reported holding SS SPDR S&P Aerospace Def (XAR) in their 13F filings, up 75 from Q4 2025. 96 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($342.6M), Morgan Stanley ($224.4M) and Bank of America Corp. ($215.6M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- SS SPDR S&P Aerospace Def
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $64.2M |
| Exits | 23 | $10.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,686,203 shares bought and 416,373 shares sold, net +1,269,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 574 holders
| LPL Financial LLC | 0.09% | Add +4.8% | 1,348,882 | $342.6M |
| Morgan Stanley | 0.01% | Add +26.5% | 883,351 | $224.4M |
| Bank of America Corp. | 0.02% | Add +5.6% | 848,721 | $215.6M |
| Wells Fargo & Company | 0.02% | Add +29.5% | 471,002 | $119.6M |
| Raymond James Financial Inc. | 0.02% | Add +0.1% | 255,794 | $65.0M |
| UBS Group AG | 0.01% | Add +19.4% | 246,385 | $62.6M |
| Ameriprise Financial Inc. | 0.01% | Add +32.3% | 235,359 | $59.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.8% | 212,861 | $54.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Add +541.1% | 188,486 | $47.9M |
| Howard Capital Management Group, LLC | 3.13% | Add +0.5% | 185,898 | $47.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +17.0% | 184,097 | $46.8M |
| BNP Paribas Financial Markets | 0.03% | Add +40.7% | 173,580 | $44.1M |
| Royal Bank of Canada | 0.01% | Add +19.2% | 173,149 | $44.0M |
| Affinity Wealth Management LLC | 6.05% | Reduce -1.9% | 157,447 | $40.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -14.6% | 144,032 | $36.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +8.9% | 140,175 | $35.6M |
| Cetera Investment Advisers | 0.04% | Add +14.2% | 139,644 | $35.5M |
| Enclave Advisors LLC | 4.83% | Add +2.6% | 133,374 | $33.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.0% | 130,521 | $33.1M |
| Cwm, LLC | 0.08% | Reduce -39.7% | 124,568 | $31.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.94% | Reduce -2.0% | 116,265 | $29.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +13.6% | 114,267 | $29.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 107,109 | $25.9M |
| Robinhood Asset Management, LLC | 1.81% | Reduce -33.5% | 98,151 | $24.9M |
| Stifel Financial Corp. | 0.02% | Add +2.4% | 77,866 | $19.8M |
| Teamwork Financial Advisors, LLC | 2.11% | Add +2180.8% | 74,902 | $19.0M |
| Cumberland Advisors Inc. | 7.33% | Reduce -3.0% | 73,747 | $18.7M |
| MML Investors Services, LLC | 0.05% | Add +30.2% | 72,133 | $18.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +37.8% | 68,182 | $17.3M |
| Kingsview Wealth Management, LLC | 0.23% | Reduce -9.6% | 67,295 | $17.1M |
| Horizon Wealth Management, LLC | 2.44% | Add +207.5% | 65,645 | $16.7M |
| Jones Financial Companies LLLP | 0.01% | Add +86.9% | 64,336 | $16.1M |
| WESPAC Advisors SoCal, LLC | 2.67% | Reduce -1.1% | 49,364 | $12.5M |
| Focus Partners Wealth | 0.01% | Reduce -1.7% | 48,205 | $12.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +1426.5% | 46,405 | $11.8M |
| Armstrong Advisory Group, Inc. | 0.79% | Add +85.4% | 46,393 | $11.8M |
| Merit Financial Group, LLC | 0.08% | Add +3.0% | 42,932 | $10.9M |
| CoreCap Advisors, LLC | 0.36% | Reduce -24.0% | 41,995 | $10.7M |
| Meitav Investment House Ltd. | 0.11% | Reduce -11.8% | 39,305 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.5% | 39,266 | $10.0M |
| Susquehanna International Group, LLP | 0.01% | Add +347.8% | 38,373 | $9.7M |
| Creative Planning | 0.01% | Add +70.8% | 38,022 | $9.7M |
| HighTower Advisors, LLC | 0.01% | Add +63.6% | 35,504 | $9.0M |
| Citadel Advisors | 0.01% | New | 34,804 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -6.7% | 34,296 | $8.7M |
| Bourgeon Capital Management LLC | 1.54% | Add +0.3% | 34,109 | $8.7M |
| FLC Capital Advisors | 1.57% | Add +0.7% | 34,082 | $8.7M |
| Wealthfront Advisers LLC | 0.02% | Add +23.0% | 33,116 | $8.4M |
| Warner Group LLC | 5.30% | Add +5.7% | 31,938 | $8.1M |
| D. E. Shaw & Co. | 0.01% | New | 31,790 | $8.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +32.4% | 30,227 | $7.7M |
| Integrated Wealth Concepts LLC | 0.06% | Add +11.7% | 29,608 | $7.5M |
| Y.D. More Investments Ltd | 0.28% | Add +14.8% | 28,910 | $7.2M |
| Private Advisor Group, LLC | 0.03% | Add +5.8% | 27,085 | $6.9M |
| Quadrature Capital Ltd | 0.08% | Add +183.4% | 26,991 | $6.9M |
| HBW Advisory Services LLC | 0.71% | Add +431.4% | 26,679 | $6.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +78.5% | 25,806 | $6.6M |
| HighPoint Advisor Group LLC | 0.27% | Add +48.0% | 25,643 | $6.5M |
| Southern Capital Services Inc. | 4.10% | Reduce -11.1% | 25,101 | $6.4M |
| Mariner, LLC | 0.01% | Add +7.4% | 24,478 | $6.2M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.5% | 24,150 | $6.1M |
| IHT Wealth Management, LLC | 0.14% | Reduce -1.5% | 23,858 | $6.1M |
| Corient Private Wealth LP | 0.01% | Reduce -4.9% | 22,632 | $5.7M |
| Tower Research Capital LLC (TRC) | 0.14% | Add +15.7% | 21,404 | $5.4M |
| Point Nemo Capital, LLC | 3.46% | Add +260.0% | 20,702 | $5.3M |
| Equitable Holdings, Inc. | 0.03% | Add +36.2% | 21,342 | $5.1M |
| Viewpoint Investment Partners Corp. | 2.34% | Reduce -3.8% | 23,288 | $5.1M |
| McGuire Investment Group, LLC | 0.57% | Add +1.3% | 19,817 | $5.0M |
| NewEdge Advisors, LLC | 0.02% | Add +21.8% | 19,686 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +43.6% | 19,600 | $5.0M |
| Brown Advisory Inc. | 0.01% | Add +0.2% | 19,065 | $4.8M |
| Principal Securities, Inc. | 0.07% | Add +18.0% | 18,812 | $4.8M |
| Pacific Sun Financial Corp | 2.20% | Add +0.3% | 17,910 | $4.5M |
| Centaurus Financial, Inc. | 0.21% | Add +66.5% | 17,732 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +7.6% | 17,234 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +1.5% | 17,100 | $4.3M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -0.3% | 17,092 | $4.3M |
| Buska Wealth Management, LLC | 1.72% | Reduce -31.0% | 16,817 | $4.3M |
| &partners | 0.02% | Add +70.6% | 16,668 | $4.2M |
| Independent Advisor Alliance | 0.05% | New | 16,631 | $4.2M |
| Bank of Montreal | 0.00% | Add +16.0% | 16,533 | $4.2M |
| Norris Financial Group, LLC | 1.36% | Add +37.1% | 16,373 | $4.2M |
| Lido Advisors, LLC | 0.02% | Reduce -59.6% | 16,103 | $4.1M |
| D.A. Davidson & Co. | 0.02% | Add +3.5% | 16,027 | $4.1M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -6.1% | 15,930 | $4.0M |
| Jump Financial, LLC | 0.07% | New | 15,646 | $4.0M |
| NovaPoint Capital, LLC | 0.99% | Add +4.0% | 15,552 | $3.9M |
| Innealta Capital, LLC | 2.40% | New | 15,234 | $3.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -33.0% | 15,139 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +14.3% | 14,805 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +1488.6% | 14,472 | $3.7M |
| Hobart Private Capital, LLC | 0.72% | Add +11.8% | 14,361 | $3.6M |
| Bearing Point Capital, LLC | 0.56% | Add +1238.2% | 14,051 | $3.6M |
| Cavalier Investments, LLC | 0.90% | No change | 13,804 | $3.5M |
| Snowden Capital Advisors LLC | 0.09% | Add +104.0% | 13,685 | $3.5M |
| Prostatis Group LLC | 0.88% | Reduce -26.4% | 13,516 | $3.4M |
| WealthSpring Partners, LLC | 3.10% | Add +14.7% | 13,289 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -0.7% | 12,906 | $3.3M |
| Oppenheimer & Co. Inc. | 0.04% | Add +1.8% | 12,588 | $3.2M |
| Yelin Lapidot Holdings Management Ltd. | 0.66% | No change | 12,500 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -18.6% | 12,390 | $3.1M |
| SeaCrest Wealth Management, LLC | 0.33% | Reduce -12.1% | 12,148 | $3.1M |
| NCM Capital Management, LLC | 1.04% | Add +2.1% | 11,479 | $2.9M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +9.3% | 11,456 | $2.9M |
| Fortune 45 LLC | 1.41% | New | 11,417 | $2.9M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +0.5% | 11,210 | $2.8M |
| Retirement Planning Group, LLC | 0.09% | Add +27.2% | 10,827 | $2.7M |
| Bank Hapoalim BM | 0.45% | Reduce -21.4% | 10,796 | $2.7M |
| World Investment Advisors | 0.04% | Reduce -0.2% | 10,704 | $2.7M |
| American Financial Advisors, LLC | 0.36% | Reduce -2.8% | 10,593 | $2.7M |
| Spinnaker Investment Group, LLC | 0.55% | Add +2.6% | 10,540 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Add +754.6% | 10,375 | $2.6M |
| VVR Holdings LLC | 1.35% | Reduce -40.3% | 10,271 | $2.6M |
| Keystone Global Partners, LLC | 1.16% | Reduce -25.9% | 10,255 | $2.6M |
| Advyzon Investment Management, LLC | 0.23% | Reduce -12.8% | 10,154 | $2.6M |
| Marshall Investment Management, LLC | 1.22% | Reduce -13.3% | 10,009 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +5.3% | 9,614 | $2.4M |
| MADDEN SECURITIES Corp | 0.73% | No change | 9,585 | $2.4M |
| Clarus Wealth Advisors | 1.03% | Add +2.5% | 9,312 | $2.4M |
| FMR LLC | 0.00% | Add +0.4% | 8,889 | $2.3M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -30.2% | 8,867 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -1.4% | 8,663 | $2.2M |
| IFP Advisors, Inc | 0.04% | Add +10.1% | 8,548 | $2.2M |
| Purewater Capital LLC | 2.07% | — | 8,484 | $2.2M |
| Nvest Financial, LLC | 0.78% | New | 8,251 | $2.1M |
| HRT Financial LP | 0.01% | New | 8,127 | $2.1M |
| Western Wealth Management, LLC | 0.08% | Add +181.9% | 7,988 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +37.9% | 7,963 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +5.7% | 7,734 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Reduce -21.7% | 7,588 | $1.9M |
| GTS Securities LLC | 0.07% | New | 7,506 | $1.9M |
| Krilogy Financial LLC | 0.06% | Add +0.0% | 6,952 | $1.9M |
| Authentikos Wealth Advisory, LLC | 1.27% | New | 7,415 | $1.9M |
| SFI Advisors, LLC | 1.93% | Reduce -60.8% | 7,241 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +8.5% | 7,234 | $1.8M |
| Anson Capital, Inc. | 1.24% | Reduce -5.1% | 7,117 | $1.8M |
| Alamea Verwaltungs GmbH | 1.32% | No change | 7,000 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -17.1% | 7,157 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +16.8% | 6,705 | $1.7M |
| RoundAngle Advisors LLC | 1.27% | Add +6.0% | 6,679 | $1.7M |
| Fifth Third Bancorp | 0.00% | New | 6,424 | $1.6M |
| Fig Financial Advisory Services Inc. | 1.02% | Reduce -4.2% | 6,417 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +13.0% | 6,417 | $1.6M |
| Accurate Wealth Management, LLC | 0.19% | Add +15.2% | 5,890 | $1.6M |
| Flagstar Securities, Inc. | 0.57% | Reduce -6.1% | 6,195 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.3% | 6,167 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.9% | 6,055 | $1.5M |
| Curi Capital, LLC | 0.03% | No change | 5,876 | $1.5M |
| Global View Capital Management LLC | 0.40% | Add +17.5% | 5,869 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | Add +62.0% | 5,863 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 5,794 | $1.5M |
| Northland Securities, Inc. | 1.36% | Add +3.0% | 5,633 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +56.0% | 5,505 | $1.4M |
| ZEGA Investments, LLC | 0.26% | New | 5,459 | $1.4M |
| Belvedere Trading LLC | 0.18% | Add +303.6% | 5,453 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -32.1% | 5,438 | $1.4M |
| Kraft, Davis & Associates, LLC | 0.29% | New | 5,322 | $1.4M |
| Strategy Asset Managers LLC | 0.23% | Add +1.7% | 5,401 | $1.4M |
| Wbi Investments, LLC | 0.38% | Add +75.8% | 5,385 | $1.4M |
| Millington Securities, LLC | 0.38% | — | 5,385 | $1.4M |
| Byrne Financial Freedom, LLC | 0.65% | No change | 5,377 | $1.4M |
| Evolution Wealth Advisors, LLC | 0.14% | Reduce -1.0% | 5,340 | $1.4M |
| Security Financial Services, INC. | 0.21% | Reduce -3.9% | 5,244 | $1.3M |
| Vista Investment Partners Ii, LLC | 0.59% | New | 5,209 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -6.8% | 5,113 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -1.7% | 5,089 | $1.3M |
| Meixler Investment Management, Ltd. | 0.69% | Reduce -2.1% | 4,955 | $1.3M |
| Formidable Asset Management, LLC | 0.20% | Add +40.9% | 5,298 | $1.3M |
| Powell Investment Advisors, LLC | 0.44% | Add +54.0% | 5,020 | $1.3M |
| Maridea Wealth Management LLC | 0.19% | Reduce -29.4% | 4,999 | $1.3M |
| First Growth Capital LLC | 1.13% | Add +2.5% | 4,799 | $1.2M |
| NorthRock Partners, LLC | 0.02% | Reduce -28.8% | 4,892 | $1.2M |
| Keystone Financial Group | 0.09% | Add +315.4% | 4,877 | $1.2M |
| WBH Advisory Inc. | 0.09% | Reduce -4.8% | 4,704 | $1.2M |
| National Philanthropic Trust | 0.01% | No change | 4,709 | $1.2M |
| WealthBridge Capital Management, LLC | 0.27% | Add +30.9% | 4,695 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +694.1% | 4,685 | $1.2M |
| Money Concepts Capital Corp. | 0.07% | Add +12.6% | 4,681 | $1.2M |
| Red Tortoise LLC | 0.49% | Add +0.0% | 4,604 | $1.2M |
| FFG Partners, LLC | 0.46% | Add +5.1% | 4,593 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -1.1% | 4,507 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -2.1% | 4,465 | $1.1M |
| Provenance Wealth Advisors, LLC | 0.12% | No change | 4,453 | $1.1M |
| Investment Management Trust, LLC | 1.07% | — | 4,341 | $1.1M |
| Scarborough Advisors, LLC | 0.12% | Add +456.0% | 4,281 | $1.1M |
| Old National Bancorp | 0.02% | Reduce -14.0% | 4,115 | $1.0M |
| Iams Wealth Management, LLC | 0.36% | Add +125.1% | 4,111 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Add +7.5% | 4,100 | $1.0M |
| Avid Wealth Partners LLC | 0.49% | Reduce -4.8% | 4,089 | $1.0M |
| Blair William & Co. | 0.00% | Add +74.5% | 4,067 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -0.7% | 4,055 | $1.0M |
| Founders Financial Alliance, LLC | 0.18% | Reduce -0.4% | 3,929 | $998K |
| Franklin Resources Inc. | 0.00% | Add +25.1% | 3,919 | $995K |
| Stonebridge Financial Planning Group, LLC | 0.36% | Add +13.7% | 3,902 | $991K |
| Xcelsior Advisor Partners LLC | 0.38% | Add +0.1% | 3,890 | $988K |
| Breakthru Advisory Services, LLC | 1.57% | Reduce -89.9% | 3,860 | $980K |
| Sound Financial Strategies Group, LLC | 0.67% | New | 3,856 | $979K |
| Larry Mathis Financial Planning, LLC | 0.88% | Reduce -26.3% | 3,855 | $979K |
| Farther Finance Advisors, LLC | 0.01% | Add +58.9% | 3,763 | $978K |
| Gateway Wealth Partners, LLC | 0.04% | Add +93.2% | 3,850 | $978K |
| Lanark Financial, Inc. | 0.07% | Reduce -11.2% | 3,840 | $975K |
| AQR Capital Management | 0.00% | Reduce -3.1% | 3,902 | $945K |
| Avalon Capital Management | 0.27% | No change | 3,721 | $945K |
| Captrust Financial Advisors | 0.00% | Add +13.5% | 3,685 | $936K |
| Balboa Wealth Partners | 0.16% | Reduce -0.1% | 3,677 | $934K |
| Arrowroot Family Office, LLC | 0.31% | New | 3,664 | $931K |
| Signature Equity Partners, LLC | 0.50% | Add +47.7% | 3,640 | $925K |
| Quantinno Capital Management LP | 0.00% | Add +77.2% | 3,613 | $918K |
| Spire Wealth Management | 0.03% | Add +25.0% | 3,541 | $899K |
| US Bancorp \de | 0.00% | Add +64.3% | 3,499 | $889K |
| BLB&B Advisors, LLC | 0.04% | No change | 3,498 | $888K |
| National Bank of Canada | 0.00% | Add +45.6% | 3,490 | $887K |
| Mgo One Seven LLC | 0.02% | Add +118.7% | 3,377 | $858K |
| Florida Financial Advisors, LLC | 0.20% | Add +102.8% | 3,374 | $857K |
| Cpwa, LLC | 1.02% | — | 3,163 | $852K |
| VestGen Advisors, LLC | 0.02% | Add +3.8% | 3,151 | $846K |
| Moors & Cabot, Inc. | 0.04% | Add +1.0% | 3,325 | $844K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -0.5% | 3,301 | $838K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.3% | 3,267 | $830K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.1% | 3,239 | $823K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Reduce -2.8% | 3,230 | $820K |
| Pathstone Holdings, LLC | 0.00% | Add +118.9% | 3,214 | $816K |
| ShoreHaven Wealth Partners, LLC | 0.29% | Reduce -6.7% | 3,203 | $813K |
| Capital Analysts, LLC | 0.02% | Add +7.9% | 3,177 | $807K |
| Planning Directions Inc. | 0.41% | Add +0.8% | 3,172 | $806K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +3.3% | 3,142 | $798K |
| WJ Wealth Management, LLC | 0.36% | No change | 3,050 | $775K |
| Arax Advisory Partners | 0.02% | Add +507.6% | 3,038 | $772K |
| First Horizon Corp. | 0.03% | No change | 3,025 | $768K |
| Clearstead Advisors, LLC | 0.01% | Add +20.1% | 3,011 | $765K |
| Salem Investment Counselors Inc. | 0.02% | No change | 3,000 | $762K |
| Premier Private Wealth Management LLC | 0.80% | Add +3.7% | 2,981 | $757K |
| Focus Financial Network, Inc. | 0.03% | Add +9.7% | 2,974 | $755K |
| Integrity Alliance, Llc. | 0.03% | Reduce -41.1% | 2,960 | $752K |
| Murphy & Mullick Capital Management Corp | 0.55% | Add +63.9% | 2,910 | $739K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +14.1% | 2,903 | $737K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +25.9% | 2,870 | $729K |
| Citigroup Inc. | 0.00% | Add +16.2% | 2,818 | $716K |
| Guerra Pan Advisors, LLC | 0.44% | Add +1.0% | 2,790 | $709K |
| HB Wealth Management, LLC | 0.00% | Add +36.4% | 2,789 | $708K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.1% | 2,788 | $708K |
| Nova Wealth Management, Inc. | 0.45% | Add +14.7% | 2,738 | $698K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 2,699 | $685K |
| Sowell Financial Services LLC | 0.03% | Add +6.2% | 2,690 | $683K |
| CFS Investment Advisory Services, LLC | 0.05% | New | 2,468 | $682K |
| Glen Eagle Advisors, LLC | 0.09% | Add +0.4% | 2,644 | $672K |
| Fiduciary Alliance LLC | 0.04% | Add +0.3% | 2,426 | $668K |
| Addison Capital Co | 0.12% | No change | 2,628 | $668K |
| Q3 Asset Management | 0.16% | Add +61.4% | 2,574 | $653K |
| Missouri Trust & Investment Co | 0.19% | No change | 2,570 | $653K |
| Level Four Advisory Services, LLC | 0.02% | Add +2.8% | 2,564 | $651K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.7% | 2,548 | $647K |
| CAP Partners, LLC | 0.37% | Add +49.8% | 2,547 | $647K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +25.6% | 2,542 | $646K |
| CreativeOne Wealth, LLC | 0.01% | Add +19.6% | 2,526 | $641K |
| Somerset Trust Co | 0.19% | Reduce -0.6% | 2,496 | $634K |
| Kovack Advisors, Inc. | 0.03% | Add +3.1% | 2,428 | $630K |
| Connective Capital Management, LLC | 0.52% | New | 2,480 | $630K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,473 | $628K |
| October Effect Ltd | 0.71% | Reduce -4.1% | 2,444 | $621K |
| Arkadios Wealth Advisors | 0.01% | Add +4.7% | 2,439 | $619K |
| Tempo Wealth, LLC | 0.11% | Add +36.0% | 2,393 | $608K |
| Greenline Wealth Management LLC | 0.69% | New | 2,363 | $600K |
| Portfolio Strategies, Inc. | 0.07% | New | 2,322 | $590K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +2.0% | 2,322 | $590K |
| MAI Capital Management | 0.00% | Add +0.5% | 2,316 | $588K |
| Verity Asset Management, Inc. | 0.25% | Reduce -3.4% | 2,312 | $587K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -36.0% | 2,295 | $583K |
| Rubicon Advisors, GP | 0.52% | Add +64.6% | 2,283 | $580K |
| Northern Trust Corp. | 0.00% | Add +3.7% | 2,263 | $575K |
| Flow Traders U.S. LLC | 0.02% | New | 2,242 | $569K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 2,341 | $565K |
| Certified Advisory Corp | 0.05% | Add +2.6% | 2,200 | $559K |
| Trust Co. of Toledo NA | 0.05% | Add +2.9% | 2,168 | $551K |
| Acorn Financial Advisory Services Inc. | 0.08% | Reduce -0.2% | 2,165 | $550K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 2,160 | $549K |
| Choreo, LLC | 0.01% | Add +4.0% | 2,146 | $545K |
| Sterling Investment Advisors, Ltd. | 0.10% | No change | 2,140 | $544K |
| Bright Financial Advisors, Inc. | 0.25% | No change | 2,115 | $537K |
| SOA Wealth Advisors, LLC. | 0.10% | No change | 2,093 | $532K |
| Jane Street Group, LLC | 0.00% | Reduce -46.8% | 2,090 | $531K |
| First Foundation Advisors | 0.02% | Reduce -13.5% | 2,034 | $516K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -7.1% | 2,015 | $512K |
| New England Private Wealth Advisors LLC | 0.06% | Reduce -16.1% | 2,014 | $511K |
| Allworth Financial LP | 0.00% | Add +1.6% | 2,009 | $510K |
| Sage Capital Advisors,llc | 0.12% | No change | 2,000 | $508K |
| Tudor Investment Corporation | 0.00% | New | 2,000 | $508K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.7% | 1,983 | $504K |
| Vann Equity Management LLC | 0.36% | — | 1,979 | $503K |
| Sonoma Allocations LLC | 0.17% | Add +24.0% | 1,924 | $499K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 1,964 | $499K |
| Crews Bank & Trust | 0.07% | Reduce -2.0% | 1,939 | $492K |
| Fort Sheridan Advisors LLC | 0.06% | New | 1,929 | $490K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +32.4% | 1,920 | $488K |
| Barnes Pettey Financial Advisors, LLC | 0.21% | New | 1,919 | $487K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -59.2% | 1,918 | $487K |
| Madison Wealth Partners, Inc | 0.08% | Add +116.9% | 1,891 | $480K |
| Sovran Advisors, LLC | 0.04% | New | 1,852 | $480K |
| Obermeyer Wealth Partners | 0.02% | No change | 1,885 | $479K |
| Marin Bay Wealth Advisors, LLC | 0.28% | New | 1,856 | $471K |
| Ascent Group, LLC | 0.02% | Reduce -3.2% | 1,854 | $471K |
| Clear Creek Financial Management, LLC | 0.04% | Add +1.4% | 1,848 | $469K |
| Claro Advisors Inc. | 0.06% | Reduce -11.9% | 1,843 | $468K |
| Asset One Wealth Management LLC | 0.05% | Add +56.4% | 1,750 | $468K |
| Wedbush Securities Inc. | 0.01% | Add +5.8% | 1,839 | $467K |
| Objective Capital Management, LLC | 0.47% | No change | 1,837 | $467K |
| Spectrum Wealth Advisory Group, LLC | 0.17% | Add +0.1% | 1,831 | $465K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +23.6% | 1,825 | $463K |
| BlackRock, Inc. | 0.00% | Add +274.9% | 1,811 | $460K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -16.5% | 1,768 | $449K |
| Crescent Grove Advisors, LLC | 0.04% | Add +34.4% | 1,761 | $447K |
| BostonPremier Wealth LLC | 0.23% | Add +4.4% | 1,747 | $444K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,743 | $443K |
| NWF Advisory Services Inc. | 0.05% | Add +13.5% | 1,711 | $435K |
| Savvy Advisors, Inc. | 0.01% | Add +29.4% | 1,710 | $434K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -32.6% | 1,692 | $430K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.1% | 1,645 | $428K |
| PFG Advisors | 0.02% | Add +1.5% | 1,683 | $427K |
| AE Wealth Management LLC | 0.00% | Reduce -30.8% | 1,680 | $427K |
| M Wealth Management, LLC | 0.36% | New | 1,670 | $424K |
| Chancellor Financial Group WB LP | 0.30% | No change | 1,660 | $422K |
| Mission Wealth Management, LP | 0.01% | Add +25.0% | 1,650 | $419K |
| Foresight Capital Management Advisors, Inc. | 0.23% | Reduce -3.2% | 1,644 | $418K |
| Renaissance Technologies | 0.00% | Reduce -38.5% | 1,600 | $406K |
| Kraematon Investment Advisors, Inc. | 0.33% | Add +1.6% | 1,597 | $406K |
| PCG Wealth Advisors, LLC | 0.10% | Add +5.2% | 1,595 | $405K |
| TSA Wealth Managment LLC | 0.13% | Add +47.7% | 1,579 | $401K |
| RFG Advisory, LLC | 0.01% | New | 1,578 | $401K |
| Whittier Trust Co. | 0.00% | No change | 1,500 | $395K |
| Root Financial Partners, LLC | 0.02% | Reduce -5.9% | 1,535 | $390K |
| EP Wealth Advisors, LLC | 0.00% | Add +8.3% | 1,531 | $389K |
| Cibc World Market Inc. | 0.00% | Reduce -0.3% | 1,504 | $382K |
| Cypress Asset Management Inc. | 0.09% | No change | 1,500 | $381K |
| StoneX Group Inc. | 0.02% | Add +16.7% | 1,459 | $371K |
| Evoke Wealth, LLC | 0.01% | No change | 1,450 | $368K |
| GWN Securities Inc. | 0.07% | Reduce -7.4% | 1,445 | $367K |
| GeoWealth Management, LLC | 0.01% | Reduce -33.3% | 1,442 | $366K |
| Atria Investments, Inc | 0.00% | Add +6.1% | 1,441 | $366K |
| Brady Martz Wealth Solutions, LLC | 0.06% | New | 1,422 | $361K |
| PKS Advisory Services, LLC | 0.08% | Add +0.2% | 1,418 | $360K |
| Rathbones Group PLC | 0.00% | No change | 1,403 | $356K |
| Capital Advisor Network LLC | 0.50% | — | 1,400 | $356K |
| Crescent Sterling, Ltd. | 0.34% | Add +7.8% | 1,390 | $353K |
| Financial Sense Advisors, Inc. | 0.08% | New | 1,386 | $352K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.3% | 1,370 | $348K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -48.5% | 1,367 | $347K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 1,347 | $342K |
| Kingdom Financial Group LLC. | 0.10% | Add +4.3% | 1,347 | $342K |
| Arthur M. Cohen & Associates, LLC | 0.06% | Add +14.9% | 1,314 | $342K |
| Kintra Wealth, LLC | 0.02% | New | 1,337 | $340K |
| Calton & Associates, Inc. | 0.05% | Add +29.5% | 1,336 | $339K |
| Independent Wealth Advisors LLC | 0.33% | No change | 1,332 | $338K |
| Prosperity Financial Group, Inc. | 0.12% | No change | 1,320 | $335K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +24.9% | 1,319 | $335K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -13.0% | 1,307 | $332K |
| International Assets Investment Management, LLC | 0.02% | Reduce -68.9% | 1,275 | $331K |
| Pension & Wealth Management Advisors, Inc. | 0.10% | No change | 1,300 | $330K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,296 | $329K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +2.0% | 1,295 | $329K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,280 | $325K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +7.3% | 1,272 | $323K |
| Ancora Advisors LLC | 0.01% | Add +3.3% | 1,267 | $322K |
| Millennium Capital Advisors, LLC | 0.20% | No change | 1,250 | $317K |
| Strategic Financial Concepts, LLC | 0.08% | New | 1,249 | $317K |
| Jericho Financial, LLP | 0.20% | Add +0.3% | 1,239 | $315K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 1,233 | $313K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | New | 1,224 | $311K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.3% | 1,214 | $308K |
| PlanVest Financial, Inc | 0.23% | — | 1,213 | $308K |
| Denver Wealth Management, Inc. | 0.11% | Reduce -4.9% | 1,213 | $308K |
| WESPAC Advisors, LLC | 0.17% | No change | 1,192 | $303K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 1,180 | $300K |
| Capital Investment Advisors, LLC | 0.00% | No change | 1,164 | $296K |
| WealthPlan Investment Management, LLC | 0.02% | New | 1,151 | $292K |
| Baker Ellis Asset Management LLC | 0.03% | Reduce -72.8% | 1,150 | $292K |
| GAMCO Investors | 0.00% | No change | 1,150 | $292K |
| Chatham Capital Group, Inc. | 0.04% | Add +3.6% | 1,140 | $290K |
| Blue Trust, Inc. | 0.00% | Reduce -5.8% | 1,128 | $287K |
| Stonebridge Financial Group, LLC | 0.02% | New | 1,109 | $282K |
| Nwam LLC | 0.02% | Add +3.5% | 1,097 | $279K |
| Principle Wealth Partners LLC | 0.02% | Reduce -1.0% | 1,088 | $276K |
| GM Advisory Group, LLC | 0.01% | No change | 1,085 | $276K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -4.5% | 1,071 | $272K |
| Wesbanco Bank Inc. | 0.01% | Add +7.6% | 1,064 | $270K |
| Presper Financial Architects, LLC | 0.16% | No change | 1,062 | $270K |
| Avalon Trust Co | 0.02% | Reduce -48.2% | 1,055 | $268K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +10.5% | 1,050 | $267K |
| Campion Asset Management | 0.18% | No change | 1,043 | $265K |
| Evanson Asset Management, LLC | 0.01% | No change | 1,041 | $264K |
| Sittner & Nelson, LLC | 0.10% | No change | 1,040 | $264K |
| Tru Independence Asset Management 2, LLC | 0.16% | No change | 1,038 | $264K |
| Wealthgarden F.S. LLC | 0.18% | Add +5.8% | 1,032 | $262K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | No change | 1,030 | $262K |
| FSA Investment Group, LLC | 0.10% | Add +1.6% | 1,024 | $260K |
| Insight Wealth Partners, LLC | 0.10% | New | 1,020 | $259K |
| Global Assets Advisory, LLC | 0.07% | No change | 1,013 | $257K |
| Chapman Financial Group, LLC | 0.18% | No change | 1,006 | $256K |
| Prospera Financial Services Inc | 0.00% | Add +18.7% | 1,002 | $255K |
| Second Line Capital, LLC | 0.05% | Reduce -6.7% | 973 | $252K |
| Beckerman Institutional, LLC | 0.13% | Add +1.5% | 992 | $252K |
| Kestra Investment Management, LLC | 0.00% | Add +13.0% | 991 | $252K |
| Simplex Trading, LLC | 0.01% | New | 987 | $251K |
| HF Advisory Group, LLC | 0.08% | Reduce -1.2% | 981 | $249K |
| Signal Advisors Wealth, LLC | 0.02% | New | 969 | $246K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -17.1% | 968 | $246K |
| FWL Investment Management, LLC | 0.05% | Add +4.5% | 953 | $242K |
| Meridian Financial Advisors, LLC | 0.13% | No change | 950 | $241K |
| Acorn Wealth Advisors, LLC | 0.07% | New | 948 | $241K |
| Sound Income Strategies, LLC | 0.01% | Reduce -4.2% | 924 | $240K |
| Nilsine Partners, LLC | 0.02% | No change | 919 | $237K |
| PeakShares LLC | 0.22% | New | 930 | $236K |
| Fortis Advisors, LLC | 0.12% | Reduce -13.7% | 929 | $236K |
| Core Wealth Advisors, LLC | 0.18% | Reduce -86.9% | 927 | $235K |
| Valmark Advisers, Inc. | 0.00% | New | 918 | $233K |
| CWA Asset Management Group, LLC | 0.01% | Add +0.1% | 908 | $231K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +34.5% | 901 | $229K |
| Capital Management Associates, Inc | 0.05% | No change | 900 | $229K |
| DAVENPORT & Co LLC | 0.00% | No change | 895 | $227K |
| Diversify Wealth Management, LLC | 0.00% | New | 907 | $227K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 890 | $226K |
| Stevens Capital Partners | 0.05% | New | 888 | $226K |
| Tidal Investments LLC | 0.00% | New | 928 | $225K |
| Heritage Wealth Management, Inc. | 0.11% | No change | 884 | $225K |
| Anchor Investment Management, LLC | 0.02% | Add +0.1% | 883 | $224K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -15.4% | 882 | $224K |
| Motive Wealth Advisors | 0.10% | No change | 878 | $223K |
| Strategies Wealth Advisors, LLC | 0.02% | Add +0.9% | 877 | $223K |
| Chatterton & Associates Inc. | 0.15% | New | 821 | $221K |
| RFP Financial Group LLC | 0.12% | Reduce -0.1% | 869 | $221K |
| CoreFirst Bank & Trust | 0.12% | No change | 865 | $220K |
| Solstein Capital, LLC | 0.09% | No change | 853 | $217K |
| Choate Investment Advisors | 0.00% | No change | 847 | $215K |
| Independent Solutions Wealth Management, LLC | 0.03% | Reduce -2.9% | 846 | $215K |
| Brookwood Investment Group LLC | 0.03% | Reduce -10.9% | 841 | $214K |
| Sigma Planning Corp | 0.01% | Reduce -1.6% | 840 | $213K |
| Savant Capital, LLC | 0.00% | New | 840 | $213K |
| Lynx Investment Advisory | 0.10% | No change | 838 | $213K |
| Fisher Asset Management | 0.00% | New | 836 | $212K |
| L. Roy Papp & Associates, LLP | 0.02% | Reduce -10.8% | 823 | $209K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -25.8% | 817 | $208K |
| Box Hill Private Wealth LLC | 0.20% | New | 810 | $206K |
| LexAurum Advisors, LLC | 0.03% | — | 805 | $204K |
| Americana Partners, LLC | 0.01% | New | 800 | $203K |
| American State Bank (Iowa) | 0.10% | Reduce -43.7% | 799 | $203K |
| HUB Investment Partners, LLC | 0.01% | New | 797 | $202K |
| Trace Wealth Advisors, LLC | 0.15% | New | 795 | $202K |
| Patten & Patten Inc. | 0.01% | New | 794 | $202K |
| WT Wealth Management | 0.06% | New | 793 | $201K |
| Bullock Wealth Management Group | 0.10% | Add +27.2% | 772 | $201K |
| Insight Advisors, LLC/ PA | 0.04% | New | 789 | $200K |
| Caitlin John, LLC | 0.11% | Add +40.4% | 695 | $177K |
| Tidemark, LLC | 0.04% | Add +13.0% | 678 | $172K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.9% | 652 | $166K |
| Private Trust Co. NA | 0.01% | Reduce -8.2% | 651 | $165K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +39.5% | 618 | $157K |
| Mather Group, Llc. | 0.00% | New | 617 | $157K |
| Larson Financial Group LLC | 0.01% | Add +4.2% | 615 | $156K |
| Creative Financial Designs Inc. | 0.01% | Reduce -7.7% | 609 | $155K |
| Picton Mahoney Asset Management | 0.00% | Reduce -14.3% | 600 | $152K |
| Hantz Financial Services, Inc. | 0.00% | New | 580 | $147K |
| Geneos Wealth Management Inc. | 0.00% | Add +61.5% | 536 | $136K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 532 | $135K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 502 | $128K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18.9% | 503 | $128K |
| Adkins Seale Capital Management LLC | 0.13% | No change | 500 | $127K |
| Ascentis Independent Advisors | 0.01% | New | 500 | $127K |
| Intesa Sanpaolo Wealth Management | 0.03% | No change | 480 | $122K |
| Biltmore Family Office, LLC | 0.02% | No change | 440 | $112K |
| NFSG Corp | 0.02% | Reduce -30.8% | 434 | $110K |
| Smithfield Trust Co | 0.00% | No change | 425 | $108K |
| Allianz Asset Management GmbH | 0.00% | New | 400 | $102K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 374 | $95K |
| Sunbelt Securities, Inc. | 0.01% | Add +380.0% | 360 | $91K |
| AlphaCore Capital LLC | 0.00% | No change | 330 | $84K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +14.2% | 329 | $83K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.3% | 326 | $83K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 319 | $81K |
| EFG International AG | 0.00% | New | 300 | $76K |
| Valley National Advisers Inc. | 0.01% | No change | 282 | $71K |
| Russell Investments Group, Ltd. | 0.00% | Add +635.1% | 272 | $69K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +13500.0% | 272 | $69K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 270 | $69K |
| Bellevue Asset Management, LLC | 0.03% | No change | 268 | $68K |
| Toth Financial Advisory Corp. | 0.01% | New | 260 | $66K |
| Roxbury Financial LLC | 0.06% | Reduce -13.2% | 256 | $65K |
| Smartleaf Asset Management LLC | 0.00% | Add +123.7% | 264 | $64K |
| CVA Family Office, LLC | 0.01% | No change | 250 | $63K |
| Assetmark, Inc. | 0.00% | Add +1.2% | 247 | $63K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | No change | 244 | $62K |
| Gables Capital Management Inc. | 0.03% | Add +131.7% | 241 | $61K |
| Meramec Financial Planners, LLC | 0.02% | No change | 198 | $55K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -3.7% | 206 | $52K |
| Key Financial Inc | 0.01% | No change | 206 | $52K |
| Barrett & Company, Inc. | 0.02% | No change | 202 | $51K |
| Center for Financial Planning, Inc. | 0.01% | No change | 191 | $49K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 188 | $48K |
| JPL Wealth Management, LLC | 0.01% | New | 186 | $47K |
| TD Capital Management LLC | 0.00% | No change | 181 | $46K |
| Westside Investment Management, Inc. | 0.01% | No change | 175 | $44K |
| HM Payson & Co. | 0.00% | No change | 175 | $44K |
| Benson Wealth Management INC | 0.06% | New | 163 | $41K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 162 | $41K |
| Milestone Investment Advisors LLC | 0.01% | No change | 136 | $35K |
| Tucker Asset Management LLC | 0.01% | Reduce -20.5% | 128 | $33K |
| Strive Financial Group ,LLC | 0.02% | No change | 125 | $32K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -21.7% | 123 | $31K |
| Glenmede Trust Co. NA | 0.00% | New | 119 | $30K |
| Opal Wealth Advisors, LLC | 0.01% | New | 116 | $29K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 110 | $28K |
| Reyes Financial Architecture, Inc. | 0.02% | Add +0.9% | 108 | $27K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -15.9% | 106 | $27K |
| Financial Freedom, LLC | 0.01% | No change | 105 | $27K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -44.3% | 102 | $26K |
| True Wealth Design, LLC | 0.01% | New | 102 | $26K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 101 | $26K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 100 | $25K |
| Hilltop National Bank | 0.01% | No change | 100 | $25K |
| Stone House Investment Management, LLC | 0.00% | No change | 100 | $25K |
| Manchester Capital Management LLC | 0.00% | New | 100 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 100 | $25K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 100 | $25K |
| Vision Financial Markets LLC | 0.02% | Add +253.8% | 92 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 88 | $22K |
| Novem Group | 0.00% | New | 80 | $20K |
| Investors Research Corp | 0.00% | No change | 80 | $20K |
| Burk Holdings LLC | 0.01% | New | 79 | $20K |
| Field & Main Bank | 0.01% | No change | 75 | $19K |
| Webster Bank, N. A. | 0.00% | No change | 75 | $19K |
| KM Capital Management Ltd. | 0.01% | New | 70 | $19K |
| Nvwm, LLC | 0.00% | New | 70 | $18K |
| Rothschild Investment LLC | 0.00% | Reduce -42.0% | 69 | $18K |
| Main Street Group, LTD | 0.01% | New | 69 | $18K |
| REAP Financial Group, LLC | 0.00% | Add +88.9% | 51 | $13K |
| Gill Capital Partners, LLC | 0.00% | New | 50 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 50 | $13K |
| WPG Advisers, LLC | 0.01% | No change | 45 | $11K |
| Adirondack Trust Co. | 0.00% | New | 45 | $11K |
| Evolution Wealth Management Inc. | 0.01% | No change | 44 | $11K |
| Ameriflex Group, Inc. | 0.01% | No change | 44 | $11K |
| CENTRAL TRUST Co | 0.00% | New | 43 | $11K |
| Signature Resources Capital Management, LLC | 0.00% | Add +95.0% | 39 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +90.0% | 38 | $9K |
| CNB Bank | 0.00% | New | 35 | $9K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $8K |
| Truvestments Capital LLC | 0.00% | No change | 27 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 26 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 23 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 22 | $6K |
| Realta Investment Advisors | 0.00% | No change | 22 | $6K |
| Financially Speaking Inc | 0.02% | New | 20 | $5K |
| Strategic Advocates LLC | 0.02% | Add +11.8% | 19 | $5K |
| Abound Wealth Management | 0.00% | No change | 18 | $5K |
| Go Invest LLC | 0.00% | Add +21.4% | 17 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 17 | $4K |
| Signaturefd, LLC | 0.00% | Add +60.0% | 16 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 16 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 15 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 12 | $3K |
| Key Capital Management, INC | 0.00% | New | 11 | $3K |
| Rossby Financial, LCC | 0.00% | New | 10 | $3K |
| Triumph Capital Management | 0.00% | Reduce -33.3% | 10 | $3K |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 9 | $2K |
| Vision Retirement, LLC | 0.00% | New | 9 | $2K |
| Grand Wealth Management, LLC | 0.00% | New | 8 | $2K |
| Essential Partners LLC | 0.00% | No change | 5 | $1K |
| Wagner Wealth Management, LLC | 0.00% | New | 5 | $1K |
| PFS Partners, LLC | 0.00% | No change | 4 | $1K |
| Pacific Center for Financial Services | 0.00% | New | 4 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 2 | $519 |
| Westend Capital Management, LLC | 0.00% | New | 2 | $508 |
| WealthShield Partners, LLC | 0.00% | Reduce -50.0% | 2 | $508 |
| Sage Mountain Advisors LLC | 0.00% | No change | 2 | $508 |
| Alerus Financial NA | 0.00% | New | 1 | $254 |
"% of holder's portfolio" is XAR's weight in each manager's 13F, not the share of SS SPDR S&P Aerospace Def the manager owns.