SS SPDR S&P Biotech ETFXBIETF
13F holders, Q1 2024 (March 31)779holders
4famous investors
$94.88avg. 13F price*
At the end of Q1 2024, 779 institutions reported holding SS SPDR S&P Biotech ETF (XBI) in their 13F filings. The largest holders were Goldman Sachs Group Inc. ($937.7M), Citigroup Inc. ($837.2M) and JPMorgan Chase & Co. ($744.5M). 4 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P Biotech ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 124 | $286.9M |
| Exits | 83 | $183.1M |
Ownership 779 holders
| Goldman Sachs Group Inc. | 0.20% | Reduce -2.8% | 9,882,267 | $937.7M |
| Citigroup Inc. | 0.91% | Add +114.8% | 8,822,352 | $837.2M |
| JPMorgan Chase & Co. | 0.07% | Add +91.4% | 7,845,847 | $744.5M |
| Bank of America Corp. | 0.07% | Add +116.7% | 7,644,589 | $725.4M |
| Morgan Stanley | 0.06% | Add +36.1% | 7,304,503 | $693.1M |
| Avoro Capital Advisors LLC | 4.76% | Reduce -3.3% | 4,300,000 | $408.0M |
| BNP Paribas Financial Markets | 0.43% | Add +420.4% | 3,652,923 | $346.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.05% | Add +30.3% | 3,136,000 | $297.6M |
| Citadel Advisors | 0.18% | Add +162.9% | 1,926,481 | $182.8M |
| UBS Group AG | 0.06% | Reduce -24.3% | 1,896,229 | $179.9M |
| Wells Fargo & Company | 0.05% | Add +290.6% | 1,854,952 | $176.0M |
| Canada Pension Plan Investment Board | 0.18% | No change | 1,758,000 | $166.8M |
| Castle Hook Partners LP | 5.76% | Reduce -7.1% | 1,678,576 | $159.3M |
| Brown Advisory Inc. | 0.21% | Add +6.9% | 1,669,102 | $158.4M |
| CI Investments Inc. | 0.50% | Add +2408.4% | 1,339,440 | $127.1M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -18.4% | 1,126,847 | $106.9M |
| Phoenix Financial Ltd. | 1.45% | Reduce -15.7% | 1,104,104 | $104.8M |
| Royal Bank of Canada | 0.03% | Add +48.0% | 1,078,461 | $102.3M |
| Jane Street Group, LLC | 0.12% | Add +68.7% | 961,082 | $91.2M |
| HSBC Holdings PLC | 0.06% | Reduce -17.5% | 947,147 | $90.0M |
| Bessemer Group Inc. | 0.16% | Add +1.7% | 922,871 | $87.6M |
| Thrivent Financial for Lutherans | 0.17% | Add +58.4% | 887,025 | $84.2M |
| Alaska Permanent Fund Corp | 1.22% | Reduce -24.8% | 870,304 | $82.6M |
| Jefferies Financial Group Inc. | 1.68% | Add +312.6% | 808,661 | $76.7M |
| LPL Financial LLC | 0.03% | Add +15.9% | 657,505 | $62.4M |
| Two Sigma Advisers, LP | 0.13% | Add +123.5% | 606,000 | $57.5M |
| Ameriprise Financial Inc. | 0.01% | Add +67.0% | 564,599 | $53.6M |
| Investure, LLC | 9.33% | No change | 561,600 | $53.3M |
| Main Management Fund Advisors LLC | 10.66% | Add +17.2% | 552,500 | $52.4M |
| BlackRock Inc. | 0.00% | Reduce -7.8% | 492,034 | $46.7M |
| Susquehanna International Group, LLP | 0.07% | Reduce -20.8% | 478,403 | $45.4M |
| Johns Hopkins University | 1.68% | No change | 453,751 | $43.1M |
| DAFNA Capital Management LLC | 9.41% | Reduce -10.9% | 431,215 | $40.9M |
| Employees Retirement System of Texas | 0.45% | Add +14.1% | 429,000 | $40.7M |
| Barclays PLC | 0.02% | Reduce -36.9% | 425,067 | $40.3M |
| Raymond James & Associates | 0.03% | Add +32.7% | 418,704 | $39.7M |
| Baymount Management LP | 35.80% | — | 360,000 | $34.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.24% | No change | 359,000 | $34.1M |
| STRS Ohio | 0.14% | Add +11.8% | 358,000 | $34.0M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +32.8% | 338,056 | $32.1M |
| Q Global Advisors, LLC | 11.62% | No change | 320,000 | $30.4M |
| NSI Retail Advisors, LLC | 4.51% | No change | 316,300 | $30.0M |
| CSM Advisors, LLC | 1.98% | No change | 316,300 | $30.0M |
| Millennium Management | 0.03% | Reduce -69.0% | 310,992 | $29.5M |
| D. E. Shaw & Co. | 0.04% | New | 303,111 | $28.8M |
| Sivik Global Healthcare LLC | 10.35% | Add +121.3% | 300,000 | $28.5M |
| MBB Public Markets I LLC | 1.78% | Reduce -54.5% | 292,898 | $27.8M |
| Whittier Trust Co. | 0.40% | Add +3.4% | 287,671 | $27.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.43% | Reduce -53.3% | 280,000 | $26.6M |
| Voya Investment Management LLC | 0.03% | Add +9.3% | 261,586 | $24.8M |
| Stifel Financial Corp. | 0.03% | Add +31.9% | 250,649 | $23.8M |
| Strategic Financial Services, Inc. | 1.46% | Reduce -7.3% | 237,504 | $22.5M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.7% | 234,607 | $22.3M |
| Howard Capital Management Group, LLC | 1.68% | Add +2.4% | 229,655 | $21.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.6% | 228,861 | $21.7M |
| Private Advisor Group, LLC | 0.15% | Add +3.0% | 226,669 | $21.5M |
| Bank of Montreal | 0.01% | Reduce -52.9% | 213,683 | $21.5M |
| Iron Triangle Partners LP | 2.22% | New | 226,066 | $21.5M |
| Main Management LLC | 1.81% | Add +0.7% | 224,080 | $21.3M |
| Moore Capital Management, LP | 0.44% | Reduce -87.7% | 220,000 | $20.9M |
| HRT Financial LP | 0.13% | Add +655.1% | 215,974 | $20.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.1% | 205,900 | $19.5M |
| Aberdeen Group plc | 0.04% | Add +25.8% | 203,399 | $19.3M |
| National Bank of Canada | 0.03% | Add +2414.5% | 210,636 | $18.6M |
| GenTrust, LLC | 1.14% | Reduce -4.0% | 194,555 | $18.5M |
| McGuire Investment Group, LLC | 2.67% | Add +1.6% | 192,586 | $18.3M |
| Alpha Cubed Investments, LLC | 0.93% | Add +91.0% | 188,204 | $17.9M |
| Simplex Trading, LLC | 0.52% | New | 188,115 | $17.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.94% | Add +1305.8% | 184,361 | $17.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -9.3% | 183,027 | $17.4M |
| Schonfeld Strategic Advisors LLC | 0.13% | Reduce -22.6% | 174,949 | $16.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.2% | 165,715 | $15.7M |
| Cetera Investment Advisers | 0.04% | Add +321.8% | 165,220 | $15.7M |
| S&co Inc. | 1.09% | Reduce -2.7% | 162,950 | $15.5M |
| Weatherly Asset Management L. P. | 1.49% | Reduce -2.0% | 162,351 | $15.4M |
| Oakworth Capital, Inc. | 1.15% | Reduce -2.8% | 160,533 | $15.2M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -8.1% | 158,828 | $15.1M |
| L. Roy Papp & Associates, LLP | 1.79% | Reduce -5.9% | 158,709 | $15.1M |
| Twin Tree Management, LP | 0.33% | Reduce -82.0% | 154,320 | $14.6M |
| Blair William & Co. | 0.04% | Add +42.7% | 150,562 | $14.3M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1.37% | New | 150,000 | $14.2M |
| Whittier Trust Co. of Nevada Inc. | 0.40% | Add +4.4% | 145,382 | $13.8M |
| Corient Private Wealth LP | 0.02% | Add +13.7% | 143,395 | $13.6M |
| Money Concepts Capital Corp. | 1.25% | New | 142,977 | $13.6M |
| Squarepoint Ops LLC | 0.05% | Reduce -81.4% | 134,571 | $12.8M |
| United Capital Management of KS, Inc. | 2.87% | Add +27.1% | 132,238 | $12.5M |
| Graham Capital Management, L.P. | 0.66% | Add +4.0% | 131,000 | $12.4M |
| Greenwoods Asset Management Hong Kong Ltd. | 0.38% | Reduce -30.7% | 127,800 | $12.1M |
| Caisse de depot et placement du Quebec | 0.03% | Add +6.5% | 125,700 | $11.9M |
| Williams Jones Wealth Management, LLC. | 0.15% | Add +5.7% | 125,383 | $11.9M |
| WS Management LLLP | 1.09% | Reduce -16.7% | 125,000 | $11.9M |
| Nissay Asset Management Corp. /Japan | 0.08% | New | 124,283 | $11.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -25.0% | 121,173 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +8.9% | 114,633 | $10.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +12.8% | 114,454 | $10.9M |
| Fifth Third Bancorp | 0.04% | Add +7.8% | 114,381 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -39.7% | 113,892 | $10.8M |
| Crescent Grove Advisors, LLC | 1.13% | Reduce -5.7% | 113,834 | $10.8M |
| Tudor Investment Corporation | 0.13% | Add +709.1% | 111,882 | $10.6M |
| Edge Wealth Management LLC | 2.23% | Reduce -0.5% | 111,839 | $10.6M |
| BW Gestao de Investimentos Ltda. | 0.94% | New | 110,000 | $10.4M |
| Hudson Bay Capital Management LP | 0.10% | No change | 108,000 | $10.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +31.5% | 106,493 | $10.1M |
| Yelin Lapidot Holdings Management Ltd. | 2.07% | No change | 105,972 | $10.1M |
| Blackstone Inc. | 0.04% | Reduce -69.7% | 102,030 | $9.7M |
| Castleark Management LLC | 0.40% | New | 100,180 | $9.5M |
| Gendell Jeffrey L | 0.36% | New | 99,300 | $9.4M |
| Tocqueville Asset Management L.P. | 0.15% | Add +0.0% | 98,884 | $9.4M |
| Two Sigma Investments, LP | 0.02% | Reduce -63.1% | 98,800 | $9.4M |
| FFG Partners, LLC | 3.93% | New | 95,249 | $9.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +11.2% | 94,950 | $9.0M |
| Ted Buchan & Co | 5.49% | Reduce -0.3% | 94,182 | $8.9M |
| Abundance Wealth Counselors | 2.06% | Add +1.3% | 94,176 | $8.9M |
| Parkside Investments, LLC | 1.41% | Add +11.1% | 93,752 | $8.9M |
| Chiron Capital Management, LLC | 7.93% | Reduce -34.5% | 92,072 | $8.7M |
| Atom Investors LP | 1.08% | Add +243.9% | 90,891 | $8.6M |
| Trek Financial, LLC | 0.68% | New | 90,760 | $8.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.10% | No change | 90,329 | $8.6M |
| Osborne Partners Capital Management, LLC | 0.52% | Add +1.4% | 89,477 | $8.5M |
| Quadrature Capital Ltd | 0.14% | New | 89,384 | $8.5M |
| Cibc World Market Inc. | 0.02% | Add +10.3% | 88,011 | $8.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -18.8% | 85,507 | $8.1M |
| SG Americas Securities, LLC | 0.04% | Reduce -37.3% | 84,874 | $8.1M |
| OMERS ADMINISTRATION Corp | 0.09% | Add +418.5% | 84,000 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Add +0.2% | 83,839 | $8.0M |
| Carnegie Investment Counsel | 0.25% | Add +32.1% | 83,393 | $7.9M |
| Franklin Resources Inc. | 0.00% | Reduce -9.9% | 81,471 | $7.7M |
| Baird Financial Group, Inc. | 0.02% | Add +50.3% | 80,061 | $7.6M |
| Oppenheimer & Co. Inc. | 0.13% | Add +32.6% | 79,341 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.4% | 76,175 | $7.2M |
| Polar Asset Management Partners Inc. | 0.25% | Reduce -64.5% | 74,500 | $7.1M |
| PFG Advisors | 0.51% | Add +1649.1% | 73,324 | $7.0M |
| IronBridge Private Wealth, LLC | 2.86% | Reduce -2.7% | 72,530 | $6.9M |
| Bedell Frazier Investment Counselling, LLC | 1.69% | Reduce -0.3% | 71,266 | $6.8M |
| Means Investment Co., Inc. | 0.82% | Reduce -1.2% | 67,095 | $6.4M |
| IHT Wealth Management, LLC | 0.26% | Add +2.5% | 67,085 | $6.4M |
| Meitav Investment House Ltd. | 0.12% | Reduce -78.1% | 66,594 | $6.3M |
| Letko, Brosseau & Associates Inc. | 0.11% | No change | 65,800 | $6.2M |
| CMH Wealth Management LLC | 1.58% | Reduce -11.2% | 65,558 | $6.2M |
| Walleye Capital LLC | 0.07% | New | 65,525 | $6.2M |
| Marotta Asset Management | 1.28% | Reduce -5.0% | 65,124 | $6.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.15% | Reduce -5.6% | 65,024 | $6.2M |
| Financial Sense Advisors, Inc. | 2.18% | New | 64,641 | $6.1M |
| American Financial Advisors, LLC | 0.85% | Reduce -7.7% | 63,887 | $6.1M |
| Element Pointe Advisors, LLC | 1.53% | Add +18.4% | 62,775 | $6.0M |
| Cerity Partners LLC | 0.02% | Reduce -3.5% | 60,230 | $5.7M |
| JBF Capital, Inc. | 0.93% | New | 59,800 | $5.7M |
| Bremer Bank National Association | 0.99% | No change | 56,179 | $5.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Reduce -28.5% | 55,441 | $5.3M |
| Scotia Capital Inc. | 0.03% | Add +3.7% | 55,387 | $5.3M |
| MML Investors Services, LLC | 0.02% | Reduce -6.6% | 54,828 | $5.2M |
| Petredis Investment Advisors LLC | 0.62% | Add +2.5% | 54,760 | $5.2M |
| Lindbrook Capital, LLC | 0.48% | Add +11.6% | 53,528 | $5.1M |
| NorthCoast Asset Management LLC | 0.06% | Add +1.6% | 52,706 | $5.0M |
| Banque Pictet & Cie SA | 0.05% | Reduce -45.7% | 52,525 | $5.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -91.5% | 52,401 | $5.0M |
| Lumbard & Kellner, LLC | 2.40% | Add +0.6% | 52,069 | $4.9M |
| FIL Ltd | 0.00% | Reduce -68.2% | 51,432 | $4.9M |
| BBJS Financial Advisors, LLC | 1.72% | Add +0.5% | 50,876 | $4.8M |
| FWL Investment Management, LLC | 2.66% | Add +1271400.0% | 50,860 | $4.8M |
| Transcend Capital Advisors, LLC | 0.38% | Add +4.4% | 50,335 | $4.8M |
| State of Michigan Retirement System | 0.03% | New | 50,000 | $4.7M |
| Cramer Rosenthal McGlynn LLC | 0.26% | Add +54.8% | 49,918 | $4.7M |
| Maven Securities LTD | 0.28% | Add +57.7% | 49,521 | $4.7M |
| Longbow Finance SA | 0.45% | New | 46,420 | $4.4M |
| Fiduciary Trust Co | 0.07% | Reduce -1.5% | 45,805 | $4.3M |
| Fulcrum Capital LLC | 1.03% | Reduce -0.8% | 45,727 | $4.3M |
| ArchPoint Investors | 1.78% | New | 44,493 | $4.2M |
| D.A. Davidson & Co. | 0.04% | Add +248.2% | 42,362 | $4.0M |
| Nantahala Capital Management, LLC | 0.39% | New | 42,069 | $4.0M |
| Deane Retirement Strategies, Inc. | 2.01% | New | 41,848 | $4.0M |
| Arlington Financial Advisors, LLC | 0.87% | Add +201.4% | 41,783 | $4.0M |
| Parallel Advisors, LLC | 0.11% | Reduce -1.9% | 41,196 | $3.9M |
| Bcwm, LLC | 1.34% | Add +163.2% | 41,173 | $3.9M |
| Conservest Capital Advisors, Inc. | 0.40% | Add +4.7% | 40,813 | $3.9M |
| Carmel Capital Management L.L.C. | 1.59% | Add +81.3% | 40,759 | $3.9M |
| Tamar Securities, LLC | 0.64% | Reduce -4.3% | 39,769 | $3.8M |
| Walleye Trading LLC | 0.06% | Reduce -44.2% | 38,610 | $3.7M |
| Proficio Capital Partners LLC | 0.40% | Add +43.8% | 38,402 | $3.6M |
| Arkadios Wealth Advisors | 0.28% | Add +487.2% | 38,184 | $3.6M |
| Montag A & Associates Inc. | 0.18% | Add +1215.9% | 37,502 | $3.6M |
| Lhm, Inc. | 2.51% | Add +95.1% | 37,414 | $3.6M |
| Parallax Volatility Advisers, L.P. | 0.12% | Reduce -84.2% | 37,403 | $3.5M |
| Yarbrough Capital, LLC | 0.15% | No change | 37,340 | $3.5M |
| NewEdge Advisors, LLC | 0.03% | Add +6.2% | 36,843 | $3.5M |
| KFG Wealth Management, LLC | 1.41% | New | 36,136 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +2.4% | 36,005 | $3.4M |
| Bank of Nova Scotia | 0.01% | Reduce -29.5% | 35,505 | $3.4M |
| Davis R M Inc. | 0.07% | Reduce -8.5% | 35,460 | $3.4M |
| China Universal Asset Management Co., Ltd. | 0.42% | Add +291.7% | 34,880 | $3.3M |
| Alerus Financial NA | 0.25% | Reduce -0.2% | 34,797 | $3.3M |
| Harbor Advisory Corp. | 1.08% | Reduce -0.2% | 33,440 | $3.2M |
| CHURCHILL MANAGEMENT Corp | 0.04% | New | 32,625 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 32,521 | $3.1M |
| Altfest L J & Co. Inc. | 0.43% | Reduce -10.5% | 32,112 | $3.0M |
| Sandy Spring Bank | 0.14% | Add +37.2% | 31,853 | $3.0M |
| SOL Capital Management CO | 0.38% | Add +31.3% | 31,766 | $3.0M |
| Brick & Kyle, Associates | 1.33% | Reduce -1.3% | 32,871 | $3.0M |
| Wellington Management Group LLP | 0.00% | No change | 31,512 | $3.0M |
| Michelson Medical Research Foundation, Inc. | 1.80% | No change | 31,300 | $3.0M |
| Mariner, LLC | 0.01% | Add +2.7% | 30,578 | $2.9M |
| MinichMacGregor Wealth Management, LLC | 0.73% | New | 30,554 | $2.9M |
| Brown University | 1.13% | New | 30,000 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.24% | Reduce -1.6% | 29,667 | $2.8M |
| Evolution Wealth Advisors, LLC | 0.54% | Add +4.3% | 29,484 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +44.8% | 29,469 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +15.2% | 29,320 | $2.8M |
| Greenline Partners, LLC | 0.43% | No change | 28,711 | $2.7M |
| RPG Investment Advisory, LLC | 0.39% | Add +13.2% | 27,199 | $2.6M |
| Ballentine Partners, LLC | 0.05% | No change | 27,066 | $2.6M |
| Parcion Private Wealth LLC | 0.22% | New | 26,586 | $2.5M |
| Pettinga Financial Advisors LLC | 0.64% | Reduce -1.5% | 26,440 | $2.5M |
| Telos Capital Management, Inc. | 0.28% | Add +1.6% | 26,285 | $2.5M |
| Creative Planning | 0.00% | Add +6.8% | 26,202 | $2.5M |
| CW Advisors, LLC | 0.04% | Reduce -2.5% | 25,422 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | New | 25,257 | $2.4M |
| Masso Torrence Wealth Management Inc. | 1.42% | New | 25,223 | $2.4M |
| Veltria Advisors Corp. | 0.62% | Add +53.3% | 25,209 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 25,167 | $2.4M |
| Caption Management, LLC | 0.26% | Add +15051.5% | 25,000 | $2.4M |
| Twin Focus Capital Partners, LLC | 0.45% | Reduce -9.0% | 24,880 | $2.4M |
| Sage Capital Management, LLC | 1.27% | No change | 24,686 | $2.3M |
| Stevens Capital Management LP | 0.45% | New | 24,596 | $2.3M |
| Continuum Advisory, LLC | 0.35% | New | 25,974 | $2.3M |
| Equitable Holdings, Inc. | 0.03% | Add +23.2% | 24,282 | $2.3M |
| Choate Investment Advisors | 0.06% | Add +144.8% | 24,186 | $2.3M |
| Asset Management Group, Inc. | 0.35% | Add +0.0% | 24,116 | $2.3M |
| Seaview Investment Managers LLC | 0.69% | New | 24,022 | $2.3M |
| LM Advisors LLC | 0.40% | Reduce -10.7% | 23,767 | $2.3M |
| Quantbot Technologies LP | 0.13% | New | 23,570 | $2.2M |
| Credit Suisse AG/ | 0.00% | Reduce -90.7% | 23,460 | $2.2M |
| Continental Advisors LLC | 1.74% | Add +6.9% | 23,200 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +7.9% | 23,196 | $2.2M |
| Fiduciary Alliance LLC | 0.38% | Add +8.4% | 23,033 | $2.2M |
| PFG Investments, LLC | 0.13% | Add +238.2% | 22,747 | $2.2M |
| Lyell Wealth Management, LP | 0.22% | Add +9.1% | 22,614 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +355.2% | 22,568 | $2.1M |
| LGL Partners, LLC | 0.36% | Reduce -1.5% | 22,473 | $2.1M |
| FFT Wealth Management LLC | 0.18% | Reduce -3.0% | 22,390 | $2.1M |
| Summit Trail Advisors, LLC | 0.06% | Reduce -4.0% | 22,274 | $2.1M |
| Brant Point Investment Management LLC | 0.47% | Add +29.0% | 22,258 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -59.5% | 21,831 | $2.1M |
| Legal Advantage Investments, Inc. | 1.14% | Reduce -1.7% | 21,515 | $2.0M |
| Arete Wealth Advisors, LLC | 0.19% | Reduce -0.1% | 21,416 | $2.0M |
| CPR Investments Inc. | 1.53% | New | 21,212 | $2.0M |
| Valley National Advisers Inc. | 0.30% | Add +273.2% | 21,072 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | No change | 20,762 | $2.0M |
| Eagle Strategies LLC | 0.44% | New | 20,700 | $2.0M |
| Two Sigma Securities, LLC | 0.10% | Add +80.0% | 20,692 | $2.0M |
| Ground Swell Capital, LLC | 2.06% | New | 20,658 | $2.0M |
| Guggenheim Capital LLC | 0.01% | No change | 20,658 | $2.0M |
| Nwam LLC | 0.16% | New | 21,628 | $2.0M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3.09% | No change | 20,570 | $2.0M |
| Bristlecone Advisors, LLC | 0.17% | Add +36.0% | 20,246 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -33.4% | 20,131 | $1.9M |
| Finivi Inc. | 1.72% | New | 20,028 | $1.9M |
| Crown Advisors Management, Inc. | 1.15% | No change | 20,000 | $1.9M |
| Centaurus Financial, Inc. | 0.13% | Add +48.1% | 19,864 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.5% | 19,482 | $1.8M |
| TrinityPoint Wealth, LLC | 0.31% | Add +1.9% | 19,460 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +1.7% | 19,441 | $1.8M |
| Glen Eagle Advisors, LLC | 0.35% | Add +1.8% | 19,403 | $1.8M |
| Kapitalo Investimentos Ltda | 0.41% | New | 19,380 | $1.8M |
| Hollow Brook Wealth Management LLC | 0.67% | Add +2.4% | 19,162 | $1.8M |
| Titleist Asset Management, LLC | 0.31% | Add +345.1% | 18,842 | $1.8M |
| Toronto Dominion Bank | 0.00% | Reduce -73.6% | 18,695 | $1.8M |
| Daymark Wealth Partners, LLC | 0.09% | No change | 18,350 | $1.7M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -0.6% | 18,215 | $1.7M |
| GFS Advisors, LLC | 0.29% | Add +46.1% | 18,182 | $1.7M |
| Verity Asset Management, Inc. | 0.96% | Add +4.5% | 18,145 | $1.7M |
| Sender Co & Partners, Inc. | 2.95% | New | 18,108 | $1.7M |
| Easterly Investment Partners LLC | 0.13% | Reduce -21.7% | 18,061 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.06% | No change | 18,055 | $1.7M |
| AXS Investments LLC | 0.41% | New | 18,000 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +8.4% | 17,952 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -1.8% | 17,902 | $1.7M |
| Empire Financial Management Company, LLC | 0.56% | Add +16.1% | 17,820 | $1.7M |
| Flow Traders U.S. LLC | 0.09% | Add +198.6% | 17,792 | $1.7M |
| Flputnam Investment Management Co. | 0.04% | New | 17,634 | $1.7M |
| Ulysses Management LLC | 0.36% | Add +288.9% | 17,500 | $1.7M |
| Biltmore Family Office, LLC | 0.33% | Add +16.4% | 17,422 | $1.7M |
| Wolverine Trading, LLC | 0.02% | Reduce -49.3% | 16,868 | $1.6M |
| GTS Securities LLC | 0.04% | Add +435.1% | 16,790 | $1.6M |
| Symmetry Investments LP | 0.16% | New | 16,600 | $1.6M |
| WP Advisors, LLC | 0.51% | Reduce -1.7% | 16,471 | $1.6M |
| Focus Partners Wealth | 0.01% | Add +64.2% | 16,375 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.49% | Add +12.5% | 16,354 | $1.6M |
| Knott David M Jr | 0.54% | Add +433.3% | 16,000 | $1.5M |
| K.J. Harrison & Partners Inc | 0.23% | Reduce -24.1% | 15,800 | $1.5M |
| Sowell Financial Services LLC | 0.07% | Reduce -7.3% | 15,756 | $1.5M |
| Whalen Wealth Management Inc. | 1.11% | Add +13.4% | 15,727 | $1.5M |
| Banco Santander, S.A. | 0.02% | Reduce -7.3% | 15,510 | $1.5M |
| LSP Investment Advisors, LLC | 0.79% | No change | 15,500 | $1.5M |
| IAM Advisory, LLC | 0.40% | New | 15,334 | $1.5M |
| MeadowBrook Investment Advisors LLC | 1.38% | Reduce -4.0% | 15,320 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -11.2% | 15,291 | $1.5M |
| Denver Wealth Management, Inc. | 0.73% | New | 15,150 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -73.4% | 14,628 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.32% | Reduce -3.6% | 14,496 | $1.4M |
| Balefire, LLC | 0.49% | New | 14,440 | $1.4M |
| Meridian Investment Counsel Inc. | 0.45% | Add +7.1% | 14,262 | $1.4M |
| Banque Cantonale Vaudoise | 0.05% | Add +28.9% | 14,199 | $1.3M |
| Amica Mutual Insurance Co. | 0.14% | No change | 14,127 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.7% | 14,124 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Reduce -7.3% | 14,099 | $1.3M |
| Knollwood Investment Advisory, LLC | 0.23% | No change | 13,673 | $1.3M |
| Robinson Value Management, Ltd. | 0.87% | New | 13,670 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +34.9% | 13,620 | $1.3M |
| Shelton Capital Management | 0.04% | No change | 13,600 | $1.3M |
| Canton Hathaway, LLC | 0.35% | New | 13,575 | $1.3M |
| Comerica Bank | 0.01% | Add +33.6% | 13,315 | $1.3M |
| InterOcean Capital Group, LLC | 0.03% | Reduce -79.5% | 13,116 | $1.2M |
| Spire Wealth Management | 0.02% | Add +0.5% | 13,091 | $1.2M |
| Stamos Capital Partners, L.P. | 0.28% | New | 13,070 | $1.2M |
| Independent Financial Group, LLC | 0.06% | Add +14.6% | 12,823 | $1.2M |
| Rooted Wealth Advisors, Inc. | 0.60% | Reduce -8.8% | 13,338 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -76.0% | 12,720 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -9.3% | 12,669 | $1.2M |
| Worth Asset Management, LLC | 0.73% | New | 12,581 | $1.2M |
| HAP Trading, LLC | 0.37% | New | 12,535 | $1.2M |
| MN Wealth Advisors, LLC | 0.73% | No change | 12,446 | $1.2M |
| Broadwater Capital Management LLC | 0.90% | No change | 12,300 | $1.2M |
| Newman Dignan & Sheerar, Inc. | 0.31% | No change | 12,261 | $1.2M |
| Family Manage LLC | 0.21% | Add +26.9% | 12,245 | $1.2M |
| NFSG Corp | 0.50% | Add +0.4% | 12,181 | $1.2M |
| Associated Banc-Corp | 0.04% | Add +13.3% | 12,135 | $1.2M |
| CX Institutional | 0.05% | No change | 12,000 | $1.1M |
| Dimension Capital Management LLC | 0.23% | Add +31.1% | 11,915 | $1.1M |
| Jump Financial, LLC | 0.03% | New | 11,734 | $1.1M |
| Vista Investment Management | 0.44% | Reduce -4.0% | 11,325 | $1.1M |
| Sharper & Granite LLC | 0.52% | Reduce -0.9% | 11,913 | $1.1M |
| Intellectus Partners, LLC | 0.28% | Reduce -8.6% | 11,221 | $1.1M |
| McAdam, LLC | 0.07% | Add +36.0% | 11,168 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | No change | 11,129 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -5.5% | 10,970 | $1.0M |
| Macroview Investment Management LLC | 1.15% | Reduce -2.5% | 10,914 | $1.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.17% | New | 10,871 | $1.0M |
| Essex LLC | 0.24% | Reduce -9.4% | 10,865 | $1.0M |
| Mathes Company, Inc. | 0.38% | Add +89.1% | 10,715 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +13.3% | 10,635 | $1.0M |
| Greenwich Wealth Management LLC | 0.08% | Reduce -8.9% | 10,432 | $990K |
| Susquehanna International Group Ltd. | 0.23% | New | 10,290 | $976K |
| Prudent Man Advisors, LLC | 0.37% | Reduce -4.4% | 10,245 | $972K |
| Pursue Wealth Partners LLC | 0.57% | Reduce -26.5% | 10,182 | $966K |
| Bray Capital Advisors | 0.24% | No change | 10,160 | $964K |
| Certuity, LLC | 0.09% | Reduce -4.7% | 10,110 | $959K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +3.1% | 10,081 | $957K |
| Captrust Financial Advisors | 0.00% | Add +11.1% | 10,024 | $951K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -5.6% | 10,436 | $948K |
| Evercore Wealth Management, LLC | 0.01% | Add +29.6% | 9,992 | $948K |
| AE Wealth Management LLC | 0.01% | Reduce -52.5% | 9,870 | $937K |
| Koa Wealth Management, LLC | 0.84% | Add +5.1% | 9,852 | $935K |
| Ionic Capital Management LLC | 0.77% | Reduce -15.7% | 9,650 | $916K |
| Avantax Advisory Services, Inc. | 0.01% | Add +17.3% | 9,619 | $913K |
| Kercheville Advisors, LLC | 0.43% | New | 9,605 | $911K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 9,575 | $909K |
| Harbor Investment Advisory, LLC | 0.09% | Add +304.6% | 9,297 | $882K |
| Hillcrest Wealth Advisors - NY, LLC | 0.48% | Reduce -2.7% | 9,293 | $882K |
| Greytown Advisors Inc. | 0.49% | Reduce -23.9% | 9,196 | $873K |
| Advisory Research Inc. | 0.17% | Reduce -5.8% | 9,182 | $871K |
| Summit Financial, LLC | 0.05% | Add +87.4% | 9,152 | $868K |
| Raymond James Trust N.A. | 0.02% | Add +12.5% | 9,027 | $857K |
| StoneX Group Inc. | 0.08% | Add +63.5% | 9,015 | $855K |
| Petra Financial Advisors Inc. | 0.62% | Reduce -0.1% | 8,952 | $849K |
| Trexquant Investment LP | 0.02% | Add +186.5% | 8,925 | $847K |
| Foundations Investment Advisors, LLC | 0.02% | New | 8,914 | $846K |
| Hanson & Doremus Investment Management | 0.15% | Reduce -34.5% | 8,909 | $845K |
| Shepherd Financial Partners LLC | 0.11% | Add +22.0% | 8,856 | $840K |
| Belpointe Asset Management LLC | 0.06% | Reduce -37.5% | 8,710 | $826K |
| Anchor Investment Management, LLC | 0.09% | Reduce -4.4% | 8,697 | $825K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 8,691 | $825K |
| Institute for Wealth Management, LLC. | 0.11% | Add +1.0% | 8,634 | $819K |
| Pinnacle Associates Ltd. | 0.01% | Add +22.8% | 8,586 | $815K |
| Lake Street Advisors Group, LLC | 0.04% | Add +3.0% | 8,583 | $814K |
| Ieq Capital, LLC | 0.01% | Add +43.4% | 8,450 | $802K |
| Privium Fund Management (UK) Ltd | 0.40% | Reduce -50.0% | 8,800 | $798K |
| Global Financial Private Client, LLC | 0.34% | New | 8,452 | $793K |
| Advisory Services Network, LLC | 0.02% | Reduce -3.4% | 8,349 | $792K |
| Steel Grove Capital Advisors, LLC | 0.11% | Reduce -23.8% | 8,332 | $791K |
| United Asset Strategies, Inc. | 0.08% | New | 8,129 | $771K |
| Afg Fiduciary Services Limited Partnership | 0.56% | Reduce -4.5% | 8,298 | $760K |
| Transamerica Financial Advisors, LLC | 0.08% | Reduce -17.2% | 7,970 | $757K |
| Wedbush Securities Inc. | 0.03% | Add +46.5% | 7,915 | $751K |
| BigSur Wealth Management LLC | 0.23% | Add +163.3% | 7,900 | $750K |
| Mercer Global Advisors Inc. | 0.00% | Add +17.3% | 7,914 | $749K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.18% | Reduce -1.3% | 7,875 | $747K |
| Hunting Hill Global Capital, LLC | 0.43% | Reduce -37.2% | 7,739 | $734K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +19.5% | 7,727 | $733K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -5.2% | 7,664 | $727K |
| Argent Trust Co | 0.03% | Reduce -0.5% | 7,641 | $725K |
| Empirical Asset Management, LLC | 0.35% | New | 7,634 | $724K |
| One Capital Management, LLC | 0.03% | New | 7,634 | $724K |
| Bayesian Capital Management, LP | 0.07% | Reduce -6.1% | 7,577 | $719K |
| Cwm, LLC | 0.00% | Reduce -25.4% | 7,524 | $714K |
| Interactive Financial Advisors, Inc. | 0.39% | Add +124.5% | 7,500 | $712K |
| Guerra Pan Advisors, LLC | 0.64% | Reduce -2.4% | 7,272 | $690K |
| Balboa Wealth Partners | 0.22% | Reduce -5.6% | 7,220 | $685K |
| Level Four Advisory Services, LLC | 0.04% | No change | 7,550 | $674K |
| Bank Pictet & Cie (Europe) AG | 0.02% | Add +27.9% | 7,070 | $671K |
| Pinnacle Family Advisors, LLC | 0.36% | New | 7,060 | $670K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -23.7% | 7,036 | $668K |
| Cornerstone Advisory, LLC | 0.10% | Reduce -16.6% | 7,024 | $666K |
| Integrated Advisors Network LLC | 0.03% | New | 6,993 | $664K |
| Partners Capital Investment Group, LLP | 0.02% | Reduce -53.9% | 6,934 | $658K |
| SpiderRock Advisors, LLC | 0.02% | — | 7,074 | $658K |
| Perkins Coie Trust Co | 0.15% | Reduce -9.1% | 6,897 | $654K |
| Ameraudi Asset Management, Inc. | 0.30% | Reduce -81.9% | 6,867 | $652K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +10.3% | 6,855 | $650K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -0.5% | 6,813 | $646K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +14.1% | 6,810 | $646K |
| Moors & Cabot, Inc. | 0.03% | Add +95.2% | 6,775 | $643K |
| Firethorn Wealth Partners, LLC | 0.38% | Reduce -5.2% | 6,733 | $639K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,654 | $631K |
| Melfa Wealth Management, Inc. | 0.46% | No change | 6,645 | $631K |
| SPC Financial, Inc. | 0.06% | Add +139.0% | 6,600 | $626K |
| Miller Investment Management, LP | 0.08% | No change | 6,575 | $624K |
| Family Firm, Inc. | 0.15% | Reduce -3.2% | 6,545 | $621K |
| Wexford Capital LP | 0.13% | New | 6,500 | $617K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +86.4% | 4,390 | $617K |
| Point Windward Advisors Inc. | 0.26% | Add +33.3% | 6,468 | $614K |
| Advantage Trust Co | 0.45% | No change | 6,445 | $612K |
| Prairie Wealth Advisors, Inc. | 0.28% | — | 6,385 | $606K |
| Stephens Inc. | 0.01% | Reduce -0.6% | 6,385 | $606K |
| Financial Advocates Investment Management | 0.04% | Add +14.2% | 6,413 | $605K |
| NDWM LLC | 0.55% | New | 6,358 | $603K |
| Patten & Patten Inc. | 0.04% | Reduce -5.4% | 6,345 | $602K |
| Chatham Capital Group, Inc. | 0.11% | No change | 6,308 | $599K |
| Pathstone Holdings, LLC | 0.00% | Add +44.9% | 6,181 | $587K |
| Nvwm, LLC | 0.16% | Add +28.5% | 6,139 | $583K |
| MAI Capital Management | 0.01% | Reduce -9.2% | 6,133 | $582K |
| Calton & Associates, Inc. | 0.28% | Add +0.6% | 6,125 | $581K |
| EP Wealth Advisors, LLC | 0.01% | Add +8.5% | 6,086 | $577K |
| Clarius Group, LLC | 0.04% | Reduce -19.3% | 6,050 | $574K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 6,045 | $574K |
| Gruss & Co., LLC | 3.14% | New | 6,000 | $569K |
| Westside Investment Management, Inc. | 0.14% | No change | 5,970 | $566K |
| Principal Securities, Inc. | 0.02% | Reduce -7.6% | 5,909 | $561K |
| Alaethes Wealth, LLC | 0.24% | Reduce -0.3% | 5,880 | $558K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.2% | 5,835 | $554K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -3.3% | 5,820 | $552K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +111.5% | 5,810 | $551K |
| Vernal Point Advisors, LLC | 0.47% | No change | 5,801 | $550K |
| Lanark Financial, Inc. | 0.05% | Reduce -3.0% | 5,665 | $537K |
| XR Securities LLC | 0.16% | Add +7.0% | 5,652 | $536K |
| Y.D. More Investments Ltd | 0.09% | No change | 5,600 | $531K |
| Founders Financial Securities LLC | 0.06% | Add +6.4% | 5,570 | $529K |
| Mesirow Institutional Investment Management, Inc. | 0.05% | No change | 5,565 | $528K |
| High Note Wealth, LLC | 0.17% | New | 5,528 | $525K |
| &partners | 0.07% | No change | 5,479 | $520K |
| Fluent Financial, LLC | 0.29% | New | 5,458 | $518K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +15.2% | 7,071 | $516K |
| Jacobi Capital Management LLC | 0.05% | No change | 5,387 | $511K |
| Blue Edge Capital, LLC | 0.09% | New | 5,377 | $510K |
| Venture Visionary Partners LLC | 0.02% | New | 5,340 | $507K |
| First Heartland Consultants, Inc. | 0.05% | Add +122.4% | 5,328 | $506K |
| New England Private Wealth Advisors LLC | 0.09% | Add +30.6% | 5,157 | $506K |
| Wealth Advisory Solutions, LLC | 0.13% | New | 5,261 | $499K |
| FineMark National Bank & Trust | 0.02% | Add +7.9% | 5,261 | $499K |
| LifePro Asset Management | 0.33% | Reduce -1.4% | 5,255 | $499K |
| M&T Bank Corp | 0.00% | Reduce -32.0% | 5,241 | $497K |
| Global Endowment Management, LP | 0.05% | No change | 5,200 | $493K |
| Advisors Capital Management, LLC | 0.01% | Add +1.5% | 5,196 | $493K |
| Connectus Wealth, LLC | 0.01% | Reduce -2.8% | 5,180 | $492K |
| Eagle Wealth Strategies LLC | 0.40% | Reduce -0.6% | 5,231 | $491K |
| Mgo One Seven LLC | 0.03% | Reduce -27.9% | 5,126 | $486K |
| Sicart Associates LLC | 0.18% | Add +120.0% | 5,103 | $484K |
| Evergreen Capital Management LLC | 0.02% | Add +1.2% | 5,061 | $480K |
| Towercrest Capital Management | 0.08% | No change | 5,050 | $479K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -14.0% | 5,032 | $477K |
| Ingalls & Snyder LLC | 0.02% | Reduce -1.9% | 5,029 | $477K |
| Seelaus Asset Management LLC | 0.49% | Add +0.8% | 5,008 | $475K |
| Shufro Rose & Co. LLC | 0.04% | Add +57.2% | 4,992 | $474K |
| Belvedere Trading LLC | 0.03% | New | 4,986 | $473K |
| Legal & General Group Plc | 0.00% | New | 4,980 | $473K |
| VCI Wealth Management LLC | 0.32% | Reduce -16.6% | 4,951 | $470K |
| Realta Investment Advisors | 0.10% | Reduce -6.3% | 4,937 | $469K |
| Millennium Capital Advisors, LLC | 0.33% | Add +28.8% | 4,926 | $467K |
| FMR LLC | 0.00% | Reduce -4.8% | 4,907 | $467K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,905 | $465K |
| Salem Investment Counselors Inc. | 0.02% | No change | 4,851 | $460K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 4,846 | $460K |
| Coastwise Capital Group, LLC | 0.43% | Add +2.9% | 4,829 | $458K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +94.9% | 4,803 | $456K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.6% | 4,769 | $453K |
| Alta Wealth Advisors LLC | 0.23% | New | 4,740 | $450K |
| Synovus Financial Corp. | 0.01% | Add +1.9% | 4,699 | $446K |
| Warner Financial, Inc. | 0.22% | Reduce -21.3% | 4,686 | $445K |
| Oxbow Advisors, LLC | 0.06% | New | 4,650 | $441K |
| Intrepid Financial Planning Group LLC | 0.19% | Reduce -7.5% | 4,641 | $440K |
| Resurgent Financial Advisors LLC | 0.24% | Add +47.1% | 4,632 | $439K |
| Courier Capital LLC | 0.03% | Reduce -14.0% | 4,600 | $436K |
| HBK Sorce Advisory LLC | 0.02% | Add +2.5% | 4,538 | $431K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +5.7% | 4,492 | $426K |
| Caprock Group, LLC | 0.02% | No change | 4,451 | $422K |
| FAS Wealth Partners, Inc. | 0.04% | No change | 4,429 | $420K |
| Pacific Center for Financial Services | 0.12% | Add +2.8% | 4,359 | $414K |
| ProVise Management Group, LLC | 0.04% | Add +20.3% | 4,333 | $411K |
| Verition Fund Management LLC | 0.00% | New | 4,305 | $409K |
| Barometer Capital Management Inc. | 0.11% | New | 4,800 | $406K |
| HB Wealth Management, LLC | 0.01% | No change | 4,280 | $406K |
| Sargent Investment Group, LLC | 0.09% | Reduce -1.6% | 4,200 | $399K |
| Rareview Capital LLC | 0.39% | New | 4,199 | $398K |
| Trivium Point Advisory, LLC | 0.09% | New | 4,175 | $396K |
| Fortis Advisors, LLC | 0.26% | No change | 4,150 | $394K |
| Bank Ozk | 0.17% | Reduce -0.7% | 4,079 | $387K |
| AlTi Global, Inc. | 0.01% | Reduce -0.2% | 4,062 | $385K |
| Wealth Alliance, LLC | 0.05% | Add +79.8% | 4,041 | $383K |
| Herbst Group, LLC | 0.24% | Add +2.5% | 4,030 | $382K |
| Waypoint Capital Advisors, LLC | 0.10% | No change | 4,001 | $380K |
| Lion Street Advisors, LLC | 0.15% | No change | 4,242 | $379K |
| Sterling Investment Counsel, LLC | 0.17% | Add +22.8% | 3,988 | $378K |
| Kovack Advisors, Inc. | 0.05% | Reduce -36.3% | 3,962 | $376K |
| 180 Wealth Advisors, LLC | 0.07% | Add +42.6% | 3,952 | $375K |
| Wellington Shields & Co., LLC | 0.12% | No change | 3,900 | $370K |
| Montecito Bank & Trust | 0.07% | No change | 3,900 | $370K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -2.5% | 3,858 | $366K |
| Shelton Wealth Management, LLC | 0.23% | Reduce -8.3% | 3,838 | $364K |
| Compass Ion Advisors, LLC | 0.05% | Add +13.0% | 3,832 | $364K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -1.4% | 3,802 | $361K |
| First Manhattan Co. Llc. | 0.00% | Add +8.6% | 3,800 | $361K |
| NCM Capital Management, LLC | 0.20% | Add +0.6% | 3,766 | $357K |
| Headinvest, LLC | 0.07% | New | 3,715 | $353K |
| Avaii Wealth Management, LLC | 0.20% | Reduce -4.9% | 3,682 | $349K |
| Blackston Financial Advisory Group, LLC | 0.23% | New | 3,620 | $344K |
| Commerce Bank | 0.00% | No change | 3,594 | $341K |
| Shulman DeMeo Asset Management LLC | 0.09% | No change | 3,589 | $341K |
| J.Safra Asset Management Corp | 0.04% | No change | 3,574 | $339K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,595 | $337K |
| Edgestream Partners, L.P. | 0.02% | New | 3,540 | $336K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 3,503 | $332K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.8% | 3,495 | $332K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +10.8% | 3,452 | $328K |
| Pecaut & Co. | 0.12% | Reduce -14.8% | 3,450 | $327K |
| Lincoln National Corp. | 0.01% | New | 3,438 | $326K |
| Whalerock Point Partners, LLC | 0.09% | No change | 3,295 | $313K |
| Powell Investment Advisors, LLC | 0.16% | No change | 3,270 | $310K |
| Covenant Asset Management, LLC | 0.07% | No change | 3,243 | $308K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +28.7% | 3,224 | $306K |
| Ironwood Investment Counsel, LLC | 0.05% | Reduce -13.4% | 3,167 | $301K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,146 | $298K |
| Compound Planning, Inc. | 0.03% | Reduce -3.3% | 3,127 | $297K |
| Financial Advisory Partners, LLC | 0.11% | No change | 3,125 | $297K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,120 | $296K |
| Financial Counselors Inc. | 0.00% | New | 3,048 | $289K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -6.1% | 3,015 | $286K |
| Cardiff Park Advisors, LLC | 0.03% | Add +20.0% | 3,003 | $285K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 3,001 | $285K |
| Brookstone Capital Management | 0.01% | New | 2,992 | $284K |
| Poehling Capital Management, INC. | 0.08% | Reduce -0.5% | 2,981 | $283K |
| Eagle Bay Advisors LLC | 0.18% | Add +1.5% | 2,980 | $283K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 2,975 | $282K |
| Greenland Capital Management LP | 0.05% | New | 2,974 | $282K |
| Tempus Wealth Planning, LLC | 0.12% | Reduce -37.1% | 2,927 | $278K |
| Trust Co. of Vermont | 0.02% | Add +42.8% | 2,920 | $277K |
| Davis Investment Partners, LLC | 0.12% | No change | 3,070 | $276K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +13.9% | 2,894 | $275K |
| Investment Partners Asset Management, Inc. | 0.25% | No change | 2,891 | $274K |
| FNY Investment Advisers, LLC | 0.17% | New | 2,892 | $274K |
| Kaizen Financial Strategies | 0.18% | New | 2,860 | $271K |
| Waterfront Wealth Inc. | 0.08% | Add +10.0% | 3,304 | $271K |
| Lido Advisors, LLC | 0.00% | Add +16.8% | 2,840 | $270K |
| Financial Partners Group, Inc | 0.04% | No change | 2,832 | $269K |
| Capital Square, LLC | 0.19% | New | 2,828 | $268K |
| Legacy PCG, LLC | 0.17% | Reduce -41.1% | 2,824 | $268K |
| IFP Advisors, Inc | 0.01% | Add +10.0% | 2,810 | $267K |
| Marshall Wace, LLP | 0.00% | Reduce -49.1% | 2,800 | $266K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 2,798 | $266K |
| Ranch Capital Advisors Inc. | 0.14% | New | 2,796 | $265K |
| Bison Wealth, LLC | 0.04% | Add +8.6% | 2,740 | $260K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,710 | $257K |
| Prospect Financial Services LLC | 0.21% | Add +9.3% | 2,701 | $256K |
| Diligent Investors, LLC | 0.06% | Reduce -10.5% | 2,700 | $256K |
| Parsons Capital Management Inc. | 0.02% | Add +1.1% | 2,680 | $254K |
| Navis Wealth Advisors, LLC | 0.31% | New | 2,680 | $254K |
| L.M. Kohn & Company | 0.07% | No change | 2,678 | $254K |
| Tactive Advisors, LLC | 0.13% | Add +3.5% | 2,666 | $253K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 2,654 | $252K |
| Wedmont Private Capital | 0.02% | New | 2,739 | $251K |
| BlackDiamond Wealth Management, LLC | 0.18% | Reduce -0.7% | 2,629 | $249K |
| Global Retirement Partners, LLC | 0.01% | Add +5.8% | 2,617 | $248K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -2.0% | 2,607 | $247K |
| Ignite Planners, LLC | 0.07% | New | 2,635 | $247K |
| Paragon Private Wealth Management, LLC | 0.15% | No change | 2,591 | $246K |
| Rehmann Capital Advisory Group | 0.02% | New | 2,590 | $246K |
| Leo Wealth, LLC | 0.03% | Add +11.2% | 2,577 | $245K |
| Graypoint LLC | 0.02% | New | 2,570 | $244K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -24.7% | 2,565 | $243K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +13.2% | 2,564 | $243K |
| Motco | 0.01% | Reduce -35.3% | 2,555 | $242K |
| Montis Financial, LLC | 0.11% | No change | 2,549 | $242K |
| Granite FO LLC | 0.14% | Add +242.9% | 2,400 | $241K |
| KRS Capital Management, LLC | 0.19% | Add +1.0% | 2,538 | $241K |
| Capital Advisors Inc. | 0.01% | Reduce -3.8% | 2,523 | $239K |
| 49 Wealth Management, LLC | 0.05% | Reduce -8.3% | 2,535 | $238K |
| EWG Elevate Inc. | 0.09% | New | 2,483 | $236K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -2.2% | 2,475 | $235K |
| Spinnaker Trust | 0.02% | Reduce -10.9% | 2,475 | $235K |
| Granite Bay Wealth Management, LLC | 0.13% | Reduce -99.1% | 2,449 | $232K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 2,435 | $231K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.9% | 2,413 | $229K |
| Regal Investment Advisors LLC | 0.02% | New | 2,397 | $227K |
| Peregrine Asset Advisers, Inc. | 0.09% | Reduce -1.6% | 2,392 | $227K |
| Sound Stewardship, LLC | 0.14% | Reduce -8.8% | 2,377 | $226K |
| Highland Capital Management, LLC | 0.01% | New | 2,375 | $225K |
| Lake Street Private Wealth, LLC | 0.03% | Add +4.2% | 2,374 | $225K |
| Doliver Advisors, LP | 0.06% | Reduce -2.1% | 2,362 | $224K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -6.4% | 2,346 | $223K |
| Aurora Investment Managers, LLC. | 0.16% | Reduce -20.8% | 2,332 | $221K |
| RFG Advisory, LLC | 0.01% | New | 2,313 | $219K |
| Continental Investors Services, Inc. | 0.52% | No change | 2,335 | $219K |
| Bourgeon Capital Management LLC | 0.04% | Add +18.1% | 2,292 | $217K |
| International Assets Investment Management, LLC | 0.02% | New | 2,314 | $217K |
| Cedar Brook Financial Partners, LLC | 0.04% | No change | 2,282 | $217K |
| Essex Financial Services, Inc. | 0.02% | Reduce -0.1% | 2,262 | $215K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 2,255 | $214K |
| HighMark Wealth Management LLC | 0.13% | No change | 2,220 | $211K |
| Breakwater Capital Group | 0.05% | New | 2,214 | $210K |
| Investment Partners, LTD. | 0.10% | New | 2,213 | $210K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -60.6% | 2,194 | $208K |
| Csenge Advisory Group | 0.01% | New | 2,186 | $207K |
| Values First Advisors, Inc. | 0.12% | Reduce -18.3% | 2,182 | $207K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Reduce -16.8% | 2,181 | $207K |
| Adell Harriman & Carpenter Inc. | 0.02% | Reduce -30.4% | 2,174 | $206K |
| Wintrust Investments LLC | 0.02% | New | 2,172 | $206K |
| Equitable Trust Co. | 0.01% | New | 2,138 | $203K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -23.3% | 2,121 | $201K |
| Venturi Wealth Management, LLC | 0.01% | New | 2,011 | $191K |
| FRG Family Wealth Advisors LLC | 0.04% | New | 2,200 | $186K |
| Castleview Partners, LLC | 0.10% | Add +1656.8% | 1,950 | $185K |
| TCTC Holdings, LLC | 0.01% | Reduce -0.1% | 1,950 | $185K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 1,840 | $175K |
| Versant Capital Management, Inc | 0.05% | No change | 1,800 | $171K |
| Missouri Trust & Investment Co | 0.06% | Add +331.3% | 1,725 | $164K |
| Signaturefd, LLC | 0.00% | No change | 1,723 | $164K |
| Skorpios Trust | 0.08% | No change | 1,686 | $160K |
| Moser Wealth Advisors, LLC | 0.09% | Add +1.5% | 1,655 | $157K |
| Mitchell Sinkler & Starr | 0.04% | Reduce -78.4% | 1,628 | $154K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,620 | $154K |
| Arrow Financial Corp | 0.01% | No change | 1,567 | $149K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,550 | $147K |
| Geneos Wealth Management Inc. | 0.01% | Add +10.4% | 1,541 | $146K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 1,501 | $142K |
| MGB Wealth Management, LLC | 0.06% | No change | 1,500 | $142K |
| Monetary Management Group Inc. | 0.04% | New | 1,500 | $142K |
| Colonial Trust Co / SC | 0.03% | No change | 1,500 | $142K |
| Ancora Advisors LLC | 0.00% | Add +0.6% | 1,498 | $142K |
| Manchester Capital Management LLC | 0.02% | No change | 1,490 | $141K |
| CoreCap Advisors, LLC | 0.01% | New | 1,462 | $139K |
| Rothschild Investment LLC | 0.01% | New | 1,431 | $136K |
| Dynamic Wealth Strategies, LLC | 0.11% | Add +17.9% | 1,389 | $132K |
| Adirondack Trust Co. | 0.06% | No change | 1,390 | $132K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,375 | $130K |
| Friedenthal Financial | 0.08% | Add +1.3% | 1,305 | $124K |
| WealthShield Partners, LLC | 0.02% | Reduce -35.9% | 1,253 | $119K |
| AdvisorNet Financial, Inc | 0.01% | Add +8.6% | 1,232 | $117K |
| M&R Capital Management Inc. | 0.03% | No change | 1,200 | $114K |
| Wolff Wiese Magana LLC | 0.10% | No change | 1,185 | $112K |
| Private Ocean, LLC | 0.01% | Reduce -3.6% | 1,163 | $110K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +47.5% | 1,136 | $108K |
| Financial Management Professionals, Inc. | 0.01% | Add +34.3% | 1,061 | $101K |
| Register Financial Advisors LLC | 0.05% | Add +0.7% | 1,052 | $100K |
| Viewpoint Capital Management LLC | 0.06% | Reduce -50.0% | 1,000 | $95K |
| Farther Finance Advisors, LLC | 0.01% | Add +100.0% | 1,000 | $94K |
| NorthRock Partners, LLC | 0.00% | Add +483.2% | 904 | $86K |
| Bogart Wealth, LLC | 0.00% | No change | 843 | $80K |
| Bokf, NA | 0.00% | Add +71.4% | 840 | $79K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 777 | $74K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 765 | $73K |
| Legacy Bridge, LLC | 0.04% | Add +157.2% | 764 | $72K |
| Credit Agricole S A | 0.00% | Reduce -72.9% | 857 | $72K |
| FSA Wealth Management LLC | 0.03% | No change | 749 | $71K |
| Caldwell Trust Co | 0.01% | No change | 715 | $68K |
| Optimum Investment Advisors | 0.03% | No change | 700 | $66K |
| Bank of New Hampshire | 0.02% | Reduce -25.2% | 690 | $65K |
| ICA Group Wealth Management, LLC | 0.01% | Add +127.0% | 681 | $65K |
| EPG Wealth Management LLC | 0.02% | No change | 666 | $63K |
| Princeton Global Asset Management LLC | 0.01% | No change | 650 | $62K |
| Key Financial Inc | 0.01% | No change | 615 | $58K |
| Tompkins Financial Corp. | 0.01% | Add +20.0% | 600 | $57K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +79.8% | 597 | $57K |
| Old Second National Bank of Aurora | 0.01% | No change | 582 | $55K |
| Addison Advisors LLC | 0.02% | No change | 570 | $54K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 534 | $51K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 515 | $49K |
| Goldstream Capital Management Ltd | 0.03% | No change | 500 | $47K |
| Highlander Capital Management, LLC | 0.02% | No change | 500 | $47K |
| Blume Capital Management, Inc. | 0.01% | Reduce -50.0% | 500 | $47K |
| Clearstead Advisors, LLC | 0.00% | Add +1844.4% | 525 | $47K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +239.7% | 496 | $47K |
| Salomon & Ludwin, LLC | 0.00% | No change | 493 | $47K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -25.1% | 493 | $47K |
| Evermay Wealth Management LLC | 0.01% | Reduce -3.3% | 463 | $44K |
| Private Trust Co. NA | 0.00% | Add +7.8% | 456 | $43K |
| Resources Management Corp. /CT/ | 0.01% | No change | 455 | $43K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 500 | $42K |
| Compass Wealth Management LLC | 0.01% | No change | 435 | $41K |
| Tyler-Stone Wealth Management | 0.02% | No change | 419 | $40K |
| Hollencrest Capital Management | 0.00% | No change | 408 | $39K |
| Vima LLC | 0.04% | No change | 500 | $38K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 400 | $38K |
| Scarborough Advisors, LLC | 0.02% | No change | 357 | $34K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -57.4% | 350 | $33K |
| Davis Capital Management | 0.03% | No change | 352 | $33K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -65.9% | 279 | $33K |
| Spectrum Wealth Counsel, LLC | 0.00% | Add +750.0% | 340 | $32K |
| Avior Wealth Management, LLC | 0.00% | Add +2153.3% | 338 | $32K |
| Tortoise Investment Management, LLC | 0.00% | No change | 275 | $26K |
| HM Payson & Co. | 0.00% | Reduce -32.3% | 271 | $26K |
| Robinswood Financial LLC | 0.01% | No change | 270 | $25K |
| Integrity Financial Corp | 0.02% | No change | 261 | $25K |
| Creative Financial Designs Inc. | 0.00% | Reduce -84.2% | 254 | $24K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +117.4% | 250 | $24K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 245 | $23K |
| Private Capital Management LLC | 0.01% | No change | 243 | $23K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 236 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 236 | $22K |
| Arax Advisory Partners | 0.00% | Reduce -30.8% | 225 | $21K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | New | 213 | $20K |
| Capital Investment Counsel, Inc | 0.00% | No change | 205 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -46.7% | 202 | $19K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $19K |
| Wellington Shields Capital Management, LLC | 0.00% | New | 200 | $19K |
| Norwood Financial Corp | 0.03% | No change | 200 | $19K |
| Tidemark, LLC | 0.01% | Reduce -10.9% | 196 | $19K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $19K |
| Colonial Trust Advisors | 0.00% | New | 177 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 176 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 175 | $17K |
| Global Trust Asset Management, LLC | 0.01% | No change | 150 | $14K |
| Stone House Investment Management, LLC | 0.00% | New | 150 | $14K |
| Crewe Advisors LLC | 0.00% | New | 150 | $14K |
| Legend Financial Advisors, Inc. | 0.01% | Add +17.5% | 148 | $14K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +1.5% | 135 | $13K |
| Fernwood Investment Management, LLC | 0.00% | New | 135 | $13K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -56.1% | 130 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Add +95.2% | 123 | $12K |
| Sachetta, LLC | 0.01% | No change | 130 | $12K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 118 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 116 | $11K |
| Smithfield Trust Co | 0.00% | No change | 114 | $11K |
| United Community Bank | 0.00% | Reduce -66.7% | 115 | $11K |
| Allworth Financial LP | 0.00% | No change | 105 | $10K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 105 | $10K |
| Woodmont Investment Counsel LLC | 0.00% | New | 100 | $9K |
| Field & Main Bank | 0.00% | No change | 100 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 100 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 94 | $9K |
| Proffitt & Goodson Inc. | 0.00% | No change | 90 | $9K |
| Mma Asset Management LLC | 0.00% | New | 87 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -42.2% | 85 | $8K |
| Carmichael Hill & Associates, Inc. | 0.00% | Add +164.5% | 82 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 78 | $7K |
| Ballast Advisors LLC | 0.00% | No change | 74 | $7K |
| Albion Financial Group | 0.00% | Reduce -91.0% | 70 | $7K |
| Caitlin John, LLC | 0.00% | No change | 62 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 69 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -48.3% | 61 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 53 | $5K |
| Hilltop National Bank | 0.00% | — | 50 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 50 | $5K |
| Mather Group, Llc. | 0.00% | New | 48 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 37 | $4K |
| Tsfg, LLC | 0.00% | No change | 32 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 30 | $3K |
| Core Wealth Advisors, Inc. | 0.00% | Reduce -46.9% | 26 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 26 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 25 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 29 | $2K |
| Psagot Value Holdings Ltd. / (Israel) | 0.02% | No change | 20 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 20 | $2K |
| CNB Bank | 0.00% | Reduce -94.9% | 16 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | — | 16 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 15 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -40.0% | 15 | $1K |
| Goodman Advisory Group, LLC | 0.00% | No change | 13 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $1K |
| West Paces Advisors Inc. | 0.00% | New | 9 | $854 |
| Larson Financial Group LLC | 0.00% | No change | 9 | $854 |
| CGC Financial Services, LLC | 0.00% | No change | 5 | $474 |
"% of holder's portfolio" is XBI's weight in each manager's 13F, not the share of SS SPDR S&P Biotech ETF the manager owns.