SS SPDR S&P Biotech ETFXBIETF
13F holders, Q2 2025 (June 30)625holders −60
44new positions
104sold out
6famous investors
$82.16avg. 13F price*
At the end of Q2 2025, 625 institutions reported holding SS SPDR S&P Biotech ETF (XBI) in their 13F filings, down 60 from Q1 2025. 44 opened new positions and 104 sold out. The largest holders were Goldman Sachs Group Inc. ($1.5B), Citigroup Inc. ($1.1B) and Healthcare of Ontario Pension Plan Trust Fund ($1.0B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P Biotech ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $87.0M |
| Exits | 104 | $256.3M |
All 13F filers, Q1 2025 → Q2 2025: 18,501,024 shares bought and 13,571,924 shares sold, net +4,929,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 625 holders
| Goldman Sachs Group Inc. | 0.24% | Add +38.1% | 18,096,835 | $1.5B |
| Citigroup Inc. | 0.74% | Add +21.7% | 12,753,740 | $1.1B |
| Healthcare of Ontario Pension Plan Trust Fund | 2.04% | Add +43.0% | 12,136,000 | $1.0B |
| Morgan Stanley | 0.06% | Add +4.6% | 11,416,616 | $946.8M |
| JPMorgan Chase & Co. | 0.06% | Add +2.6% | 10,638,105 | $882.2M |
| BNP Paribas Financial Markets | 0.50% | Reduce -24.7% | 7,610,581 | $631.1M |
| Bank of America Corp. | 0.04% | Add +2.9% | 6,652,849 | $551.7M |
| UBS Group AG | 0.07% | Reduce -42.8% | 4,117,555 | $341.5M |
| Wells Fargo & Company | 0.05% | Add +34.2% | 2,926,242 | $242.7M |
| Canada Pension Plan Investment Board | 0.12% | No change | 1,758,000 | $145.8M |
| Mirae Asset Securities (usa) Inc. | 5.49% | No change | 1,500,000 | $124.4M |
| Bessemer Group Inc. | 0.20% | Add +4.4% | 1,494,666 | $124.0M |
| Jefferies Financial Group Inc. | 2.05% | Add +80.1% | 1,431,879 | $118.7M |
| Jane Street Group, LLC | 0.17% | Reduce -13.2% | 1,276,089 | $105.8M |
| Ameriprise Financial Inc. | 0.02% | Add +123.0% | 872,796 | $72.5M |
| Employees Retirement System of Texas | 0.68% | Reduce -1.6% | 853,372 | $70.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.74% | Reduce -28.6% | 750,000 | $62.2M |
| Clearbridge Investments, LLC | 0.05% | Reduce -9.6% | 736,279 | $61.1M |
| HSBC Holdings PLC | 0.04% | Reduce -13.3% | 710,755 | $58.9M |
| LPL Financial LLC | 0.02% | Reduce -2.5% | 605,035 | $50.2M |
| Greenhouse Funds LLLP | 2.01% | Add +119.4% | 579,667 | $48.1M |
| Investure, LLC | 3.55% | No change | 561,600 | $46.6M |
| Barclays PLC | 0.02% | Add +211.9% | 517,208 | $42.9M |
| Natixis | 0.21% | No change | 500,000 | $41.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.1% | 499,439 | $41.4M |
| Squarepoint Ops LLC | 0.09% | Reduce -50.6% | 472,145 | $39.2M |
| Royal Bank of Canada | 0.01% | Add +15.8% | 453,402 | $37.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.35% | Add +68.5% | 428,000 | $35.5M |
| DAFNA Capital Management LLC | 9.65% | Add +2.7% | 415,505 | $34.5M |
| Meitav Investment House Ltd. | 0.45% | Add +2199.6% | 400,454 | $33.2M |
| STRS Ohio | 0.12% | Add +10.8% | 379,900 | $31.5M |
| Twin Tree Management, LP | 0.77% | Add +12.9% | 367,705 | $30.5M |
| Millennium Management | 0.02% | Add +66.1% | 319,630 | $26.5M |
| Strategic Financial Services, Inc. | 1.26% | Add +7.2% | 281,347 | $23.3M |
| Neuberger Berman Group LLC | 0.02% | Reduce -1.5% | 252,593 | $20.9M |
| Sivik Global Healthcare LLC | 9.27% | No change | 250,000 | $20.7M |
| Whittier Trust Co. | 0.23% | Reduce -29.4% | 230,769 | $19.1M |
| BlackRock, Inc. | 0.00% | Add +6.5% | 230,505 | $19.1M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -21.8% | 217,407 | $18.0M |
| Oxford Asset Management LLP | 5.84% | Add +167.4% | 214,274 | $17.8M |
| Stifel Financial Corp. | 0.02% | Add +4.1% | 202,900 | $16.8M |
| GenTrust, LLC | 0.74% | Reduce -0.5% | 188,821 | $15.7M |
| Osborne Partners Capital Management, LLC | 0.82% | Add +81.7% | 185,852 | $15.4M |
| United Capital Management of KS, Inc. | 2.40% | Add +2.9% | 184,347 | $15.3M |
| Susquehanna International Group, LLP | 0.02% | Reduce -60.5% | 181,999 | $15.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.5% | 170,754 | $14.2M |
| Vanderbilt University | 2.48% | New | 158,746 | $13.2M |
| Cetera Investment Advisers | 0.02% | Add +2.2% | 157,722 | $13.1M |
| Weatherly Asset Management L. P. | 1.11% | Reduce -0.4% | 156,499 | $13.0M |
| Rock Springs Capital Management LP | 0.79% | New | 151,750 | $12.6M |
| Himension Capital (singapore) Pte. LTD. | 0.98% | New | 151,455 | $12.6M |
| Moore Capital Management, LP | 0.27% | New | 150,000 | $12.4M |
| Jump Financial, LLC | 0.15% | Reduce -52.5% | 147,626 | $12.2M |
| L. Roy Papp & Associates, LLP | 1.41% | Reduce -2.2% | 143,241 | $11.9M |
| Lhm, Inc. | 3.93% | Reduce -0.6% | 142,966 | $11.9M |
| Bank of Montreal | 0.01% | Reduce -9.6% | 140,558 | $11.7M |
| Verition Fund Management LLC | 0.07% | Add +66.3% | 138,297 | $11.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +75.5% | 135,944 | $11.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -5.3% | 134,066 | $11.1M |
| GTS Securities LLC | 0.49% | Add +65.0% | 132,820 | $11.0M |
| SG Americas Securities, LLC | 0.05% | Reduce -0.1% | 128,763 | $10.7M |
| Madrona Financial Services, LLC | 2.50% | New | 125,693 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.1% | 123,514 | $10.2M |
| Whittier Trust Co. of Nevada Inc. | 0.23% | Reduce -26.5% | 122,518 | $10.2M |
| PEAK6 LLC | 0.34% | Reduce -1.6% | 118,991 | $9.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -11.4% | 118,278 | $9.8M |
| Edge Wealth Management LLC | 1.79% | Add +1.3% | 111,927 | $9.3M |
| S&co Inc. | 0.56% | Add +0.3% | 104,837 | $8.7M |
| Yelin Lapidot Holdings Management Ltd. | 1.58% | No change | 104,532 | $8.7M |
| Parkside Investments, LLC | 1.17% | Reduce -13.7% | 103,991 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.0% | 100,986 | $8.6M |
| Blair William & Co. | 0.02% | Reduce -27.9% | 99,220 | $8.2M |
| Ted Buchan & Co | 3.06% | Add +8.5% | 92,754 | $7.7M |
| Gendell Jeffrey L | 0.20% | Add +137.6% | 92,278 | $7.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.06% | No change | 90,329 | $7.5M |
| Tocqueville Asset Management L.P. | 0.11% | Reduce -10.8% | 84,986 | $7.0M |
| Brown Advisory Inc. | 0.01% | Reduce -71.0% | 84,592 | $7.0M |
| Atom Investors LP | 0.62% | Add +34.5% | 84,064 | $7.0M |
| NorthCoast Asset Management LLC | 0.03% | Add +16.3% | 82,733 | $6.9M |
| Crescent Grove Advisors, LLC | 0.64% | Reduce -5.3% | 79,675 | $6.6M |
| Chiron Capital Management, LLC | 5.72% | Reduce -5.4% | 79,338 | $6.6M |
| Altfest L J & Co. Inc. | 0.75% | Add +180.7% | 76,595 | $6.4M |
| WS Management LLLP | 1.11% | No change | 76,457 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -12.4% | 76,190 | $6.3M |
| Marotta Asset Management | 1.24% | Add +20.6% | 74,706 | $6.2M |
| Wolverine Trading, LLC | 0.16% | Add +1951.2% | 73,843 | $6.1M |
| Tudor Investment Corporation | 0.05% | Reduce -50.6% | 72,687 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -33.4% | 72,482 | $6.0M |
| XTX Topco Ltd | 0.24% | New | 70,419 | $5.8M |
| Fifth Third Bancorp | 0.02% | Reduce -24.1% | 69,944 | $5.8M |
| Royal Fund Management, LLC | 0.60% | Add +6.7% | 67,521 | $5.6M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -3.9% | 66,776 | $5.5M |
| Mizuho Markets Americas LLC | 0.18% | Add +24.8% | 64,470 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.5% | 62,354 | $5.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -74.5% | 62,064 | $5.1M |
| Old National Bancorp | 0.09% | Add +1068.7% | 61,755 | $5.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.11% | Reduce -5.2% | 61,464 | $5.1M |
| Sig Brokerage, LP | 1.37% | Add +286.0% | 60,067 | $5.0M |
| Bcwm, LLC | 1.52% | Add +29.9% | 57,663 | $4.8M |
| Walleye Trading LLC | 0.11% | Reduce -27.3% | 55,868 | $4.6M |
| Petredis Investment Advisors LLC | 0.40% | Add +0.9% | 55,170 | $4.6M |
| Lumbard & Kellner, LLC | 1.99% | Reduce -28.4% | 55,089 | $4.6M |
| Fulcrum Capital LLC | 0.96% | Add +6.0% | 54,960 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.4% | 52,726 | $4.4M |
| Tamar Securities, LLC | 0.52% | Add +5.2% | 51,627 | $4.3M |
| Credit Industriel Et Commercial | 0.91% | Add +7.0% | 50,800 | $4.2M |
| Graham Capital Management, L.P. | 0.13% | New | 50,000 | $4.1M |
| Carnegie Investment Counsel | 0.08% | Reduce -3.6% | 49,615 | $4.1M |
| Investment House LLC | 0.21% | Add +1093.1% | 49,515 | $4.1M |
| Renaissance Technologies | 0.01% | New | 48,800 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -29.5% | 47,720 | $4.0M |
| Quantbot Technologies LP | 0.10% | Add +9.9% | 47,650 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -15.9% | 46,570 | $3.9M |
| American Financial Advisors, LLC | 0.53% | Reduce -2.9% | 46,061 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.4% | 45,925 | $3.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.1% | 43,822 | $3.6M |
| Corient Private Wealth LP | 0.00% | Reduce -25.1% | 43,140 | $3.6M |
| Maven Securities LTD | 0.90% | Add +120.4% | 42,117 | $3.5M |
| Brant Point Investment Management LLC | 0.78% | Reduce -16.2% | 41,242 | $3.4M |
| Stamos Capital Partners, L.P. | 0.60% | Add +47.7% | 40,164 | $3.3M |
| Scotia Capital Inc. | 0.02% | Add +3.9% | 38,969 | $3.2M |
| MAI Capital Management | 0.02% | Add +482.9% | 38,620 | $3.2M |
| Letko, Brosseau & Associates Inc. | 0.06% | Reduce -4.2% | 38,325 | $3.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -33.0% | 38,072 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -77.2% | 37,691 | $3.1M |
| Continental Advisors LLC | 2.18% | Add +40.1% | 36,700 | $3.0M |
| Fiduciary Trust Co | 0.04% | Reduce -11.0% | 36,683 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +1.5% | 36,547 | $3.0M |
| BCS Private Wealth Management, Inc. | 1.13% | — | 36,126 | $3.0M |
| Mission Hills Financial Advisory, LLC | 1.84% | Reduce -1.8% | 35,684 | $3.0M |
| Transcend Capital Advisors, LLC | 0.22% | Reduce -29.8% | 34,067 | $2.8M |
| IHT Wealth Management, LLC | 0.08% | Reduce -20.9% | 34,042 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -80.6% | 31,980 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -10.0% | 31,416 | $2.6M |
| Arcadia Wealth Management, Inc. | 1.77% | Reduce -1.4% | 31,346 | $2.6M |
| Creative Planning | 0.00% | Add +1.1% | 31,332 | $2.6M |
| Capital Investment Counsel, Inc | 0.34% | Add +15114.6% | 31,190 | $2.6M |
| Banque Pictet & Cie SA | 0.03% | Reduce -8.7% | 31,043 | $2.6M |
| Focus Partners Wealth | 0.01% | Reduce -6.9% | 30,694 | $2.5M |
| National Bank of Canada | 0.00% | Add +216.6% | 30,484 | $2.5M |
| Coastal Bridge Advisors, LLC | 0.21% | Reduce -4.4% | 30,399 | $2.5M |
| Massar Capital Management, LP | 1.87% | Add +25.0% | 30,000 | $2.5M |
| ArchPoint Investors | 0.73% | No change | 29,875 | $2.5M |
| Atlantic Union Bankshares Corp | 0.06% | New | 29,829 | $2.5M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -0.8% | 29,244 | $2.4M |
| Greenline Partners, LLC | 0.32% | No change | 28,711 | $2.4M |
| Conservest Capital Advisors, Inc. | 0.23% | Reduce -9.2% | 28,664 | $2.4M |
| Dimension Capital Management LLC | 0.36% | No change | 27,922 | $2.3M |
| Argyle Capital Partners, LLC | 1.77% | Reduce -4.0% | 25,884 | $2.1M |
| Mariner, LLC | 0.00% | Add +2.1% | 25,823 | $2.1M |
| Parallel Advisors, LLC | 0.04% | Reduce -8.4% | 25,129 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -4.9% | 24,957 | $2.1M |
| Econ Financial Services Corp | 1.04% | Reduce -4.2% | 24,367 | $2.0M |
| RPG Investment Advisory, LLC | 0.25% | Reduce -52.1% | 24,279 | $2.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.34% | Reduce -10.1% | 23,946 | $2.0M |
| Highland Capital Management, LLC | 0.11% | Reduce -4.8% | 23,741 | $2.0M |
| Asset Management Group, Inc. | 0.34% | Add +0.0% | 23,652 | $2.0M |
| &partners | 0.01% | Add +29.2% | 23,566 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.0% | 22,699 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -79.6% | 22,595 | $1.9M |
| CW Advisors, LLC | 0.02% | Add +2.3% | 22,517 | $1.9M |
| StoneX Group Inc. | 0.09% | Reduce -8.8% | 22,324 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.3% | 22,233 | $1.8M |
| SOL Capital Management CO | 0.18% | Reduce -26.8% | 21,990 | $1.8M |
| Parcion Private Wealth LLC | 0.13% | No change | 21,895 | $1.8M |
| Banco Santander, S.A. | 0.02% | Add +10.8% | 21,875 | $1.8M |
| SCS Capital Management LLC | 0.02% | Reduce -4.4% | 21,628 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Reduce -6.1% | 21,396 | $1.8M |
| Sage Capital Management, LLC | 0.85% | Reduce -0.9% | 21,303 | $1.8M |
| Hollow Brook Wealth Management LLC | 0.51% | Add +3.2% | 20,998 | $1.7M |
| Eisler Capital Management Ltd. | 0.06% | Reduce -22.9% | 20,709 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -8.8% | 20,694 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +5.9% | 20,600 | $1.7M |
| Glen Eagle Advisors, LLC | 0.26% | Reduce -2.5% | 20,370 | $1.7M |
| Flputnam Investment Management Co. | 0.03% | Reduce -9.0% | 20,348 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.9% | 20,329 | $1.7M |
| Crown Advisors Management, Inc. | 1.32% | No change | 20,000 | $1.7M |
| Capital Fund Management S.A. | 0.02% | Reduce -89.3% | 19,838 | $1.6M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -1.4% | 19,683 | $1.6M |
| Verity Asset Management, Inc. | 0.78% | Reduce -0.7% | 19,670 | $1.6M |
| Hillcrest Wealth Advisors - NY, LLC | 0.76% | Reduce -10.4% | 19,413 | $1.6M |
| Visionary Wealth Advisors | 0.08% | Add +59.5% | 18,956 | $1.6M |
| IMC-Chicago, LLC | 0.04% | Reduce -74.8% | 18,732 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -59.5% | 18,573 | $1.5M |
| 5th Street Advisors, LLC | 0.74% | Add +5.1% | 18,072 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | No change | 18,005 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 17,926 | $1.5M |
| Ballentine Partners, LLC | 0.02% | No change | 17,771 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | No change | 17,750 | $1.5M |
| Pettinga Financial Advisors LLC | 0.32% | Reduce -38.1% | 17,745 | $1.5M |
| Two Sigma Securities, LLC | 0.18% | Add +39.4% | 17,543 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -1.4% | 17,415 | $1.4M |
| Victory Capital Management Inc. | 0.00% | New | 17,249 | $1.4M |
| Syon Capital LLC | 0.09% | Reduce -1.3% | 17,004 | $1.4M |
| Biltmore Family Office, LLC | 0.24% | Reduce -3.0% | 16,899 | $1.4M |
| RPg Family Wealth Advisory, LLC | 0.37% | Reduce -16.8% | 16,658 | $1.4M |
| Capstone Investment Advisors, LLC | 0.01% | Add +213.6% | 16,571 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Reduce -12.4% | 16,541 | $1.4M |
| Bristlecone Advisors, LLC | 0.11% | Reduce -31.2% | 16,453 | $1.4M |
| Veltria Advisors Corp. | 0.91% | No change | 16,442 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -4.6% | 15,545 | $1.4M |
| GFS Advisors, LLC | 0.18% | No change | 16,094 | $1.3M |
| Bearing Point Capital, LLC | 0.24% | Reduce -73.2% | 15,881 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -24.7% | 15,861 | $1.3M |
| LJI Wealth Management, LLC | 0.23% | Add +5.9% | 15,680 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +407.9% | 15,551 | $1.3M |
| Prelude Capital Management, LLC | 0.12% | Add +7.0% | 15,000 | $1.2M |
| Staley Capital Advisers Inc. | 0.05% | Reduce -10.6% | 14,385 | $1.2M |
| Amica Mutual Insurance Co. | 0.11% | No change | 14,127 | $1.2M |
| MeadowBrook Investment Advisors LLC | 1.06% | Reduce -1.9% | 14,054 | $1.2M |
| Prudent Man Advisors, LLC | 0.37% | Add +18.7% | 14,028 | $1.2M |
| Nvwm, LLC | 0.27% | Add +3.9% | 13,687 | $1.1M |
| Easterly Investment Partners LLC | 0.08% | Reduce -42.1% | 13,536 | $1.1M |
| Quinn Opportunity Partners LLC | 0.10% | New | 13,500 | $1.1M |
| Evolution Wealth Advisors, LLC | 0.16% | Reduce -7.8% | 13,434 | $1.1M |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -76.5% | 13,376 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -9.1% | 13,362 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.8% | 13,274 | $1.1M |
| Meridian Investment Counsel Inc. | 0.30% | Add +3.7% | 13,206 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -21.0% | 13,179 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Reduce -37.4% | 13,108 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.6% | 13,090 | $1.1M |
| Sharper & Granite LLC | 0.41% | Reduce -8.9% | 12,648 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -31.1% | 12,812 | $1.1M |
| Phoenix Financial Ltd. | 0.01% | Reduce -95.4% | 12,808 | $1.1M |
| Choate Investment Advisors | 0.02% | No change | 12,507 | $1.0M |
| Bramshill Investments, LLC | 0.11% | Add +78.6% | 12,500 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +8.7% | 12,434 | $1.0M |
| Spire Wealth Management | 0.04% | Reduce -29.2% | 12,395 | $1.0M |
| Abundance Wealth Counselors | 0.19% | Reduce -93.9% | 10,894 | $1.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Add +5.9% | 12,310 | $1.0M |
| Broadwater Capital Management LLC | 0.79% | Add +8193.0% | 1,020,039 | $1.0M |
| Garda Capital Partners LP | 0.29% | Reduce -45.6% | 12,265 | $1.0M |
| Davis R M Inc. | 0.02% | Reduce -30.9% | 12,209 | $1.0M |
| CX Institutional | 0.04% | No change | 12,196 | $1.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -22.3% | 12,183 | $1.0M |
| Intellectus Partners, LLC | 0.22% | Add +10.7% | 12,114 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +18.6% | 12,070 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +1.2% | 11,923 | $989K |
| Twin Focus Capital Partners, LLC | 0.14% | No change | 11,800 | $979K |
| Arkadios Wealth Advisors | 0.03% | Reduce -27.1% | 11,761 | $975K |
| Cary Street Partners Financial LLC | 0.03% | Add +102.5% | 11,686 | $969K |
| Pinnacle Associates Ltd. | 0.01% | Add +15.3% | 11,556 | $958K |
| Wealthfront Advisers LLC | 0.00% | Add +14.7% | 11,530 | $956K |
| Washington Growth Strategies LLC | 0.73% | — | 11,516 | $955K |
| Pursue Wealth Partners LLC | 0.54% | Add +4.9% | 11,485 | $952K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.6% | 11,444 | $949K |
| Breakwater Capital Group | 0.15% | Add +172.7% | 11,161 | $926K |
| Yarbrough Capital, LLC | 0.03% | No change | 11,100 | $921K |
| Legacy Bridge, LLC | 0.43% | Reduce -41.2% | 10,909 | $905K |
| Northern Trust Corp. | 0.00% | Reduce -29.7% | 10,673 | $885K |
| Shelton Wealth Management, LLC | 0.45% | Add +23.9% | 10,668 | $885K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -21.7% | 10,602 | $879K |
| Advisory Services Network, LLC | 0.01% | Reduce -12.6% | 10,123 | $867K |
| Advisory Research Inc. | 0.13% | Add +7.2% | 10,277 | $852K |
| Wealth Advisory Solutions, LLC | 0.22% | Add +5.7% | 10,250 | $850K |
| Certuity, LLC | 0.08% | Add +0.0% | 10,230 | $848K |
| Firethorn Wealth Partners, LLC | 0.37% | Add +6.4% | 10,213 | $847K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -21.4% | 10,008 | $830K |
| Viewpoint Capital Management LLC | 0.41% | Add +42.9% | 10,000 | $829K |
| Q Global Advisors, LLC | 0.71% | No change | 10,000 | $829K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +37.9% | 9,939 | $824K |
| NewEdge Advisors, LLC | 0.00% | Reduce -73.5% | 9,837 | $816K |
| Cresset Asset Management, LLC | 0.00% | Add +49.8% | 9,699 | $804K |
| Institute for Wealth Management, LLC. | 0.09% | Add +0.2% | 9,698 | $804K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.0% | 9,689 | $804K |
| Greenwich Wealth Management LLC | 0.04% | Reduce -9.9% | 9,406 | $780K |
| Valley National Advisers Inc. | 0.12% | Reduce -41.0% | 9,069 | $752K |
| LM Advisors LLC | 0.10% | Reduce -3.8% | 8,877 | $736K |
| Rothschild Investment LLC | 0.05% | Reduce -11.0% | 8,699 | $721K |
| Newman Dignan & Sheerar, Inc. | 0.16% | Reduce -5.5% | 8,581 | $712K |
| Evercore Wealth Management, LLC | 0.01% | No change | 8,492 | $704K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.1% | 8,454 | $701K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -19.8% | 8,383 | $695K |
| Alpha Wealth Funds, LLC | 0.65% | Reduce -5.0% | 8,361 | $693K |
| McGuire Investment Group, LLC | 0.09% | Reduce -93.0% | 8,306 | $689K |
| First Heartland Consultants, Inc. | 0.06% | Add +30.7% | 8,289 | $687K |
| Captrust Financial Advisors | 0.00% | Reduce -23.1% | 8,252 | $684K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -2.4% | 8,000 | $663K |
| Marex Group Ltd | 0.01% | Add +63.6% | 7,868 | $652K |
| Prospera Financial Services Inc | 0.01% | Add +47.0% | 7,855 | $651K |
| 180 Wealth Advisors, LLC | 0.09% | Add +24.6% | 7,711 | $639K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -28.2% | 7,595 | $630K |
| BTG Pactual Asset Management US LLC | 0.08% | Reduce -1.3% | 7,518 | $623K |
| Petra Financial Advisors Inc. | 0.39% | Add +1.0% | 7,448 | $618K |
| Principal Securities, Inc. | 0.01% | Reduce -39.1% | 7,413 | $615K |
| Guerra Pan Advisors, LLC | 0.40% | Reduce -4.5% | 7,403 | $614K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -13.7% | 7,338 | $609K |
| SPC Financial, Inc. | 0.05% | Add +0.5% | 7,294 | $605K |
| Means Investment Co., Inc. | 0.06% | Reduce -86.2% | 7,273 | $603K |
| Texas Yale Capital Corp. | 0.02% | No change | 7,225 | $599K |
| Cheviot Value Management, LLC | 0.07% | Add +1.3% | 6,975 | $596K |
| LGL Partners, LLC | 0.26% | Reduce -41.8% | 6,941 | $592K |
| Canton Hathaway, LLC | 0.12% | Reduce -19.8% | 7,095 | $588K |
| Farther Finance Advisors, LLC | 0.01% | Add +574.5% | 7,082 | $587K |
| Comerica Bank | 0.00% | Reduce -3.4% | 6,979 | $579K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +7.8% | 6,965 | $578K |
| Partners Capital Investment Group, LLP | 0.02% | Reduce -50.0% | 6,934 | $575K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -15.7% | 6,921 | $574K |
| Resurgent Financial Advisors LLC | 0.32% | Add +45.6% | 6,910 | $573K |
| Empirical Asset Management, LLC | 0.18% | No change | 6,857 | $569K |
| Argent Trust Co | 0.02% | Reduce -32.0% | 6,852 | $568K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,853 | $568K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.7% | 6,813 | $565K |
| AQR Capital Management | 0.00% | Add +36.8% | 6,812 | $565K |
| Vista Investment Management | 0.21% | Reduce -20.9% | 6,763 | $561K |
| Perigon Wealth Management, LLC | 0.01% | Add +39.7% | 6,720 | $557K |
| Evergreen Capital Management LLC | 0.02% | Add +32.1% | 6,686 | $554K |
| Melfa Wealth Management, Inc. | 0.35% | No change | 6,645 | $551K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 6,586 | $546K |
| NFSG Corp | 0.09% | Reduce -26.6% | 6,567 | $545K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +6.3% | 6,512 | $540K |
| BigSur Wealth Management LLC | 0.14% | No change | 6,500 | $539K |
| Edgestream Partners, L.P. | 0.01% | New | 6,344 | $526K |
| Global Retirement Partners, LLC | 0.01% | — | 6,320 | $524K |
| Atria Investments, Inc | 0.01% | Reduce -36.3% | 6,311 | $523K |
| Point Windward Advisors Inc. | 0.24% | Reduce -5.9% | 6,251 | $518K |
| Maxi Investments CY Ltd | 0.09% | No change | 6,200 | $514K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -49.4% | 6,133 | $512K |
| Citizens Financial Group Inc. | 0.01% | Add +55.5% | 6,154 | $510K |
| Westside Investment Management, Inc. | 0.09% | Reduce -0.3% | 6,150 | $510K |
| Round Rock Advisors LLC | 0.09% | New | 6,140 | $509K |
| Synovus Financial Corp. | 0.01% | Reduce -6.0% | 6,107 | $507K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | Reduce -3.6% | 6,100 | $506K |
| Ping Capital Management, Inc. | 0.28% | Add +5.3% | 6,000 | $498K |
| Quarry LP | 0.12% | New | 6,000 | $498K |
| Okabena Investment Services Inc. | 0.11% | New | 5,989 | $497K |
| K.J. Harrison & Partners Inc | 0.08% | No change | 5,800 | $481K |
| Empire Financial Management Company, LLC | 0.14% | Reduce -7.2% | 5,775 | $479K |
| FMR LLC | 0.00% | Reduce -15.7% | 5,714 | $474K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.6% | 5,710 | $474K |
| Titleist Asset Management, LLC | 0.05% | No change | 5,693 | $472K |
| Patten & Patten Inc. | 0.03% | Reduce -13.7% | 5,661 | $469K |
| Transamerica Financial Advisors, LLC | 0.04% | Reduce -1.5% | 5,646 | $468K |
| Sherman Asset Management, Inc. | 0.41% | Reduce -33.1% | 5,616 | $466K |
| Summit Financial, LLC | 0.01% | Reduce -11.2% | 5,603 | $465K |
| Wedbush Securities Inc. | 0.02% | Reduce -16.5% | 5,578 | $463K |
| CWC Advisors, LLC. | 0.24% | Add +3.4% | 5,550 | $460K |
| M&T Bank Corp | 0.00% | No change | 5,505 | $457K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.1% | 5,441 | $451K |
| Calton & Associates, Inc. | 0.08% | Reduce -4.0% | 5,433 | $451K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.7% | 5,379 | $446K |
| Blue Edge Capital, LLC | 0.07% | No change | 5,377 | $446K |
| Headlands Technologies LLC | 0.05% | New | 5,362 | $445K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -4.0% | 5,360 | $445K |
| Sender Co & Partners, Inc. | 0.12% | New | 5,198 | $431K |
| FFT Wealth Management LLC | 0.08% | Reduce -59.0% | 5,035 | $430K |
| Fortis Advisors, LLC | 0.27% | Reduce -13.0% | 5,176 | $429K |
| Snowden Capital Advisors LLC | 0.01% | Add +6.7% | 5,165 | $428K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -2.7% | 5,146 | $427K |
| Alaethes Wealth, LLC | 0.13% | No change | 5,110 | $424K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +4.4% | 5,103 | $423K |
| Associated Banc-Corp | 0.01% | Reduce -52.6% | 5,081 | $421K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2.7% | 5,039 | $418K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 5,000 | $415K |
| Lanark Financial, Inc. | 0.03% | Add +5.1% | 4,968 | $412K |
| US Bancorp \de | 0.00% | Reduce -10.4% | 4,942 | $410K |
| Ascent Capital Management, LLC | 0.36% | Add +0.0% | 4,936 | $409K |
| Toronto Dominion Bank | 0.00% | Reduce -9.2% | 4,897 | $406K |
| Headinvest, LLC | 0.09% | Reduce -0.7% | 4,846 | $402K |
| Pathstone Holdings, LLC | 0.00% | Reduce -9.8% | 4,835 | $401K |
| Kovack Advisors, Inc. | 0.04% | Reduce -10.1% | 4,818 | $400K |
| Mathes Company, Inc. | 0.15% | Reduce -27.1% | 4,770 | $396K |
| Herbst Group, LLC | 0.23% | Reduce -0.1% | 4,725 | $392K |
| FineMark National Bank & Trust | 0.01% | Reduce -1.6% | 4,725 | $392K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -33.7% | 4,723 | $392K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +36.5% | 4,721 | $392K |
| Jacobi Capital Management LLC | 0.03% | Reduce -3.0% | 4,719 | $391K |
| LMCG Investments, LLC | 0.02% | Reduce -82.4% | 4,719 | $391K |
| Bank of New York Mellon Corp | 0.00% | Add +14.7% | 4,679 | $388K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -47.3% | 4,541 | $377K |
| Ieq Capital, LLC | 0.00% | Add +3.9% | 4,539 | $376K |
| Mgo One Seven LLC | 0.01% | Reduce -3.8% | 4,502 | $373K |
| Fifth Lane Capital, LP | 0.46% | New | 4,500 | $373K |
| Glenmede Investment Management, LP | 0.00% | — | 4,500 | $373K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -2.0% | 4,486 | $372K |
| Chatham Capital Group, Inc. | 0.06% | Reduce -11.3% | 4,413 | $366K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -14.1% | 4,236 | $364K |
| Perkins Coie Trust Co | 0.06% | Reduce -9.3% | 4,377 | $363K |
| Fiduciary Alliance LLC | 0.03% | Add +8.0% | 4,360 | $362K |
| Pacific Center for Financial Services | 0.10% | No change | 4,360 | $362K |
| Comprehensive Money Management Services LLC | 0.27% | Reduce -6.2% | 4,353 | $361K |
| Independent Financial Group, LLC | 0.01% | Reduce -42.9% | 4,320 | $358K |
| Powell Investment Advisors, LLC | 0.13% | Add +26.9% | 4,245 | $352K |
| Advantage Trust Co | 0.17% | Add +13.3% | 4,245 | $352K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.9% | 4,211 | $349K |
| Sargent Investment Group, LLC | 0.05% | Reduce -1.9% | 4,050 | $349K |
| Byrne Financial Freedom, LLC | 0.17% | Reduce -8.2% | 4,192 | $348K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -9.2% | 4,176 | $346K |
| Lion Street Advisors, LLC | 0.10% | Reduce -5.0% | 4,148 | $344K |
| Essex Financial Services, Inc. | 0.02% | Add +60.9% | 4,129 | $342K |
| New England Private Wealth Advisors LLC | 0.05% | Reduce -5.0% | 3,948 | $340K |
| Vernal Point Advisors, LLC | 0.20% | No change | 4,090 | $339K |
| James J. Burns & Company, LLC | 0.06% | Add +33.6% | 4,084 | $339K |
| Ingalls & Snyder LLC | 0.01% | Reduce -2.4% | 4,056 | $336K |
| Marshall Wace, LLP | 0.00% | Reduce -83.9% | 4,023 | $334K |
| Anchor Investment Management, LLC | 0.03% | Reduce -14.9% | 3,995 | $331K |
| Bank Ozk | 0.13% | No change | 3,972 | $329K |
| Accredited Wealth Management, LLC | 0.26% | Add +15600.0% | 3,925 | $326K |
| IFP Advisors, Inc | 0.01% | Add +22.9% | 3,909 | $324K |
| Wellington Shields & Co., LLC | 0.09% | No change | 3,900 | $323K |
| Baker Avenue Asset Management, LP | 0.01% | New | 3,882 | $322K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -78.1% | 3,834 | $318K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.3% | 3,800 | $315K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 3,748 | $311K |
| Ameraudi Asset Management, Inc. | 0.16% | Reduce -11.2% | 3,747 | $311K |
| Compass Ion Advisors, LLC | 0.03% | Add +3.9% | 3,727 | $309K |
| Wealth Alliance, LLC | 0.03% | Add +7.5% | 3,705 | $307K |
| Intrepid Financial Planning Group LLC | 0.13% | No change | 3,661 | $304K |
| Coastwise Capital Group, LLC | 0.24% | Reduce -8.1% | 3,651 | $303K |
| NCM Capital Management, LLC | 0.12% | Reduce -2.7% | 3,616 | $300K |
| Interchange Capital Partners, LLC | 0.07% | Add +29.2% | 3,452 | $286K |
| Millennium Capital Advisors, LLC | 0.19% | Reduce -30.4% | 3,436 | $285K |
| Miller Investment Management, LP | 0.03% | No change | 3,435 | $285K |
| NewEdge Wealth, LLC | 0.00% | Add +11.8% | 3,316 | $283K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -5.7% | 3,308 | $274K |
| Whalerock Point Partners, LLC | 0.06% | No change | 3,295 | $273K |
| Embree Financial Group | 0.04% | Reduce -23.6% | 3,294 | $273K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 3,292 | $273K |
| Lyell Wealth Management, LP | 0.02% | Reduce -77.4% | 3,288 | $273K |
| McAdam, LLC | 0.01% | Add +5.1% | 3,273 | $271K |
| Investment Partners Asset Management, Inc. | 0.19% | Add +4.0% | 3,257 | $270K |
| Doliver Advisors, LP | 0.07% | No change | 3,232 | $268K |
| Seelaus Asset Management LLC | 0.24% | Reduce -3.2% | 3,230 | $268K |
| Commerce Bank | 0.00% | Reduce -27.6% | 3,155 | $262K |
| Clientfirst Wealth Management, LLC | 0.27% | No change | 3,150 | $261K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 3,130 | $260K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,120 | $259K |
| Prairie Wealth Advisors, Inc. | 0.11% | Reduce -8.8% | 3,091 | $256K |
| AlTi Global, Inc. | 0.01% | No change | 3,071 | $255K |
| Afg Fiduciary Services Limited Partnership | 0.16% | Reduce -1.9% | 3,035 | $252K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,005 | $249K |
| Knott David M Jr | 0.11% | Reduce -78.0% | 3,000 | $249K |
| Demars Financial Group, LLC | 0.09% | Reduce -92.3% | 2,975 | $247K |
| Shufro Rose & Co. LLC | 0.02% | No change | 2,950 | $239K |
| Private Trust Co. NA | 0.02% | Add +1.2% | 2,867 | $238K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -3.0% | 2,840 | $235K |
| Eagle Wealth Strategies LLC | 0.13% | Add +1.3% | 2,818 | $234K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 2,800 | $232K |
| Flow Traders U.S. LLC | 0.01% | Reduce -77.7% | 2,801 | $232K |
| Invst, LLC | 0.03% | Reduce -12.5% | 2,792 | $232K |
| Avaii Wealth Management, LLC | 0.10% | Reduce -2.3% | 2,789 | $231K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 2,784 | $231K |
| L.M. Kohn & Company | 0.06% | Add +3.5% | 2,766 | $229K |
| Aries Wealth Management | 0.06% | Reduce -22.8% | 2,760 | $229K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 2,760 | $229K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,755 | $228K |
| Shulman DeMeo Asset Management LLC | 0.06% | No change | 2,751 | $228K |
| Poehling Capital Management, INC. | 0.05% | Reduce -0.2% | 2,728 | $226K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -33.5% | 2,705 | $224K |
| Diligent Investors, LLC | 0.05% | No change | 2,700 | $224K |
| Venture Visionary Partners LLC | 0.01% | Add +1.9% | 2,685 | $223K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -15.8% | 2,655 | $220K |
| Howard Capital Management Group, LLC | 0.02% | Reduce -24.7% | 2,640 | $219K |
| Motco | 0.02% | No change | 2,555 | $219K |
| Moors & Cabot, Inc. | 0.01% | Reduce -34.3% | 2,617 | $217K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -26.3% | 2,609 | $216K |
| Lido Advisors, LLC | 0.00% | Reduce -0.3% | 2,598 | $215K |
| Blackstone Inc. | 0.00% | Reduce -98.9% | 2,548 | $211K |
| RFG Advisory, LLC | 0.00% | New | 2,507 | $208K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -9.4% | 2,492 | $206K |
| Macroview Investment Management LLC | 0.17% | Reduce -13.5% | 2,476 | $205K |
| Merit Financial Group, LLC | 0.00% | New | 2,449 | $203K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +88.3% | 2,442 | $203K |
| Grantvest Financial Group LLC | 0.15% | New | 2,426 | $201K |
| Stephens Inc. | 0.00% | Reduce -19.4% | 2,425 | $201K |
| Geneos Wealth Management Inc. | 0.00% | Add +99.8% | 2,380 | $197K |
| MetLife Investment Management, LLC | 0.00% | Add +12.8% | 2,171 | $180K |
| Dynamic Wealth Strategies, LLC | 0.13% | Add +11.5% | 2,121 | $176K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,038 | $169K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -61.4% | 2,018 | $167K |
| TCTC Holdings, LLC | 0.01% | No change | 2,003 | $166K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -87.9% | 1,862 | $154K |
| Allworth Financial LP | 0.00% | Add +379.4% | 1,769 | $147K |
| Skorpios Trust | 0.38% | No change | 1,686 | $140K |
| Signaturefd, LLC | 0.00% | Reduce -5.6% | 1,685 | $140K |
| Granite FO LLC | 0.07% | No change | 1,550 | $129K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,550 | $128K |
| Colonial Trust Co / SC | 0.02% | No change | 1,500 | $124K |
| Oakworth Capital, Inc. | 0.01% | Reduce -66.3% | 1,426 | $118K |
| Amica Retiree Medical Trust | 0.17% | No change | 1,413 | $117K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -9.7% | 96,216 | $116K |
| Fortitude Family Office, LLC | 0.04% | No change | 1,400 | $116K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.0% | 1,363 | $113K |
| Missouri Trust & Investment Co | 0.04% | No change | 1,325 | $110K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -21.4% | 1,300 | $108K |
| Ramirez Asset Management, Inc. | 0.02% | Reduce -13.6% | 1,275 | $106K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,240 | $103K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,200 | $100K |
| Key Financial Inc | 0.02% | No change | 1,166 | $97K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -86.2% | 1,115 | $92K |
| Wolff Wiese Magana LLC | 0.06% | No change | 1,115 | $92K |
| Register Financial Advisors LLC | 0.04% | No change | 1,052 | $87K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,047 | $87K |
| Main Management LLC | 0.01% | No change | 1,030 | $85K |
| Cardiff Park Advisors, LLC | 0.01% | New | 1,000 | $83K |
| Trust Co. of Vermont | 0.00% | Reduce -63.0% | 973 | $81K |
| Hopwood Financial Services, Inc. | 0.06% | No change | 950 | $79K |
| Jackson Hole Capital Partners, LLC | 0.01% | Reduce -48.9% | 940 | $78K |
| Versant Capital Management, Inc | 0.01% | Reduce -50.0% | 900 | $75K |
| Activest Wealth Management | 0.02% | Add +647.0% | 874 | $72K |
| Banque Cantonale Vaudoise | 0.00% | No change | 827 | $69K |
| EPG Wealth Management LLC | 0.02% | Reduce -18.4% | 809 | $67K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -81.6% | 804 | $67K |
| Park Square Financial Group, LLC | 0.05% | Add +0.4% | 789 | $65K |
| WealthShield Partners, LLC | 0.01% | Reduce -53.8% | 774 | $64K |
| Curio Wealth, LLC | 0.03% | Add +74700.0% | 748 | $62K |
| Avalon Trust Co | 0.00% | No change | 704 | $58K |
| Caldwell Trust Co | 0.01% | No change | 660 | $55K |
| Ancora Advisors LLC | 0.00% | No change | 657 | $54K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -59.5% | 655 | $54K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.9% | 644 | $53K |
| Quaker Wealth Management, LLC | 0.02% | — | 623 | $52K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -48.3% | 600 | $50K |
| High Note Wealth, LLC | 0.01% | Reduce -79.4% | 595 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -30.5% | 595 | $49K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -49.8% | 589 | $49K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 576 | $48K |
| AlphaCore Capital LLC | 0.00% | Add +6650.0% | 540 | $45K |
| Addison Advisors LLC | 0.01% | No change | 535 | $44K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 535 | $44K |
| Family CFO Inc | 0.02% | Reduce -72.6% | 526 | $44K |
| Realta Investment Advisors | 0.02% | Reduce -12.6% | 514 | $43K |
| China Universal Asset Management Co., Ltd. | 0.00% | Reduce -93.7% | 508 | $42K |
| Adirondack Trust Co. | 0.02% | Reduce -57.9% | 505 | $42K |
| Macquarie Group Ltd. | 0.00% | Add +135.5% | 504 | $42K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 500 | $41K |
| Bokf, NA | 0.00% | No change | 490 | $41K |
| Garrison Bradford & Associates Inc. | 0.04% | No change | 487 | $40K |
| Eastern Bank | 0.00% | Reduce -3.5% | 436 | $36K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 400 | $33K |
| Howe & Rusling Inc. | 0.00% | No change | 386 | $32K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 367 | $32K |
| Johnson Financial Group, Inc. | 0.00% | New | 373 | $31K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -62.2% | 367 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 360 | $30K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +40.0% | 350 | $29K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +50.7% | 342 | $28K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +35.6% | 339 | $28K |
| Capital A Wealth Management, LLC | 0.29% | New | 295 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.01% | New | 301 | $25K |
| Optimum Investment Advisors | 0.01% | No change | 300 | $25K |
| Provident Wealth Management, LLC | 0.01% | Reduce -3.2% | 300 | $25K |
| Arax Advisory Partners | 0.00% | No change | 300 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 297 | $25K |
| Tortoise Investment Management, LLC | 0.00% | No change | 275 | $23K |
| Scarborough Advisors, LLC | 0.00% | New | 257 | $21K |
| Fairscale Capital, LLC | 0.02% | Add +2145.4% | 247 | $21K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $21K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 245 | $20K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 245 | $20K |
| Creekmur Asset Management LLC | 0.00% | Reduce -2.5% | 238 | $20K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 236 | $20K |
| Sachetta, LLC | 0.01% | No change | 225 | $19K |
| Investors Research Corp | 0.00% | Add +952.4% | 221 | $18K |
| HighMark Wealth Management LLC | 0.01% | No change | 220 | $18K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -31.4% | 219 | $18K |
| Legend Financial Advisors, Inc. | 0.01% | New | 218 | $18K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -55.8% | 220 | $18K |
| Alerus Financial NA | 0.00% | New | 210 | $17K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $17K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $17K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 200 | $17K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 180 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +6.7% | 176 | $15K |
| Evermay Wealth Management LLC | 0.00% | Reduce -36.4% | 175 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 175 | $15K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 165 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 150 | $12K |
| Bank of New Hampshire | 0.00% | Reduce -36.4% | 140 | $12K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 135 | $11K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 131 | $11K |
| Manchester Capital Management LLC | 0.00% | Reduce -92.1% | 128 | $11K |
| United Community Bank | 0.00% | No change | 115 | $10K |
| Smithfield Trust Co | 0.00% | No change | 114 | $9K |
| Tidemark, LLC | 0.00% | Reduce -28.5% | 108 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 94 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +37.0% | 100 | $8K |
| FSA Wealth Management LLC | 0.00% | Reduce -66.9% | 100 | $8K |
| Rossby Financial, LCC | 0.00% | New | 100 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 100 | $8K |
| Field & Main Bank | 0.00% | No change | 100 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 100 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 94 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -39.7% | 91 | $8K |
| Proffitt & Goodson Inc. | 0.00% | No change | 90 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 88 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 82 | $7K |
| FWL Investment Management, LLC | 0.00% | Reduce -24.2% | 72 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -94.1% | 70 | $6K |
| Total Investment Management Inc. | 0.00% | New | 61 | $5K |
| Crews Bank & Trust | 0.00% | No change | 60 | $5K |
| Redwood Park Advisors LLC | 0.00% | Add +38.9% | 50 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 50 | $4K |
| Orion Capital Management LLC | 0.00% | No change | 50 | $4K |
| MorganRosel Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Hilltop National Bank | 0.00% | — | 50 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 50 | $4K |
| Summit Securities Group LLC | 0.00% | New | 50 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 50 | $4K |
| JNBA Financial Advisors | 0.00% | New | 41 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 37 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 36 | $3K |
| Tsfg, LLC | 0.00% | No change | 32 | $3K |
| Raleigh Capital Management Inc. | 0.00% | New | 33 | $3K |
| Covestor Ltd | 0.00% | Add +110.0% | 21 | $2K |
| CENTRAL TRUST Co | 0.00% | New | 24 | $2K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 20 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 20 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 16 | $1K |
| Itau Unibanco Holding S.A. | 0.00% | New | 1,000 | $1K |
| Garde Capital, Inc. | 0.00% | No change | 15 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 15 | $1K |
| Copia Wealth Management | 0.00% | New | 11 | $912 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 10 | $829 |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 8 | $664 |
| CNB Bank | 0.00% | No change | 8 | $663 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 7 | $581 |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 7 | $581 |
| Goodman Advisory Group, LLC | 0.00% | No change | 6 | $498 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 6 | $498 |
| Bogart Wealth, LLC | 0.00% | No change | 6 | $498 |
| First Horizon Advisors, Inc. | 0.00% | Reduce -98.3% | 6 | $497 |
| Grey Ledge Advisors, LLC | 0.00% | No change | 4 | $357 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.7% | 1 | $83 |
"% 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.