SS SPDR S&P Biotech ETFXBIETF
13F holders, Q4 2025 (December 31)816holders +160
188new positions
51sold out
4famous investors
$122.30avg. 13F price*
At the end of Q4 2025, 816 institutions reported holding SS SPDR S&P Biotech ETF (XBI) in their 13F filings, up 160 from Q3 2025. 188 opened new positions and 51 sold out. The largest holders were Goldman Sachs Group Inc. ($2.4B), BNP Paribas Financial Markets ($2.0B) and Bank of America Corp. ($1.6B). 4 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR S&P Biotech ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 188 | $746.8M |
| Exits | 51 | $128.2M |
All 13F filers, Q3 2025 → Q4 2025: 31,307,689 shares bought and 20,998,463 shares sold, net +10,309,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 816 holders
| Goldman Sachs Group Inc. | 0.35% | Reduce -12.5% | 19,896,418 | $2.4B |
| BNP Paribas Financial Markets | 1.30% | Add +178.1% | 16,587,354 | $2.0B |
| Bank of America Corp. | 0.11% | Add +36.3% | 12,817,176 | $1.6B |
| Healthcare of Ontario Pension Plan Trust Fund | 2.62% | Reduce -8.9% | 12,592,500 | $1.5B |
| Citigroup Inc. | 1.05% | Add +15.0% | 12,527,210 | $1.5B |
| Morgan Stanley | 0.08% | Add +8.3% | 11,491,683 | $1.4B |
| Wells Fargo & Company | 0.09% | Add +28.3% | 3,566,265 | $434.8M |
| JPMorgan Chase & Co. | 0.03% | Reduce -75.9% | 3,265,689 | $398.2M |
| UBS Group AG | 0.07% | Add +23.7% | 2,977,121 | $363.0M |
| Avoro Capital Advisors LLC | 2.52% | New | 2,100,000 | $256.1M |
| Barclays PLC | 0.09% | Reduce -5.7% | 1,890,408 | $230.5M |
| Bessemer Group Inc. | 0.35% | Add +13.5% | 1,853,232 | $226.0M |
| Two Sigma Investments, LP | 0.34% | Add +21136.1% | 1,762,600 | $214.9M |
| Canada Pension Plan Investment Board | 0.14% | No change | 1,758,000 | $214.4M |
| Jefferies Financial Group Inc. | 1.76% | Add +13.9% | 1,715,089 | $209.1M |
| OMERS ADMINISTRATION Corp | 1.03% | Add +42425.3% | 1,190,707 | $145.1M |
| Meitav Investment House Ltd. | 1.36% | Add +42.1% | 969,419 | $118.2M |
| LPL Financial LLC | 0.03% | Add +28.4% | 875,547 | $106.8M |
| D. E. Shaw & Co. | 0.07% | New | 737,777 | $90.0M |
| Employees Retirement System of Texas | 0.84% | Reduce -1.8% | 725,272 | $88.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.54% | Add +61.5% | 691,000 | $84.3M |
| Greenhouse Funds LLLP | 3.24% | Add +1.7% | 687,524 | $83.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -44.6% | 678,726 | $82.7M |
| HSBC Holdings PLC | 0.04% | Add +7.8% | 638,529 | $78.0M |
| Assetmark, Inc. | 0.16% | Add +1042265.6% | 635,843 | $77.5M |
| Sumitomo Mitsui Financial Group, Inc. | 1.14% | Reduce -17.4% | 9,424 | $64.4M |
| Natixis | 0.24% | Reduce -1.0% | 493,049 | $60.1M |
| Royal Bank of Canada | 0.01% | Add +11.1% | 491,613 | $59.9M |
| Raymond James Financial Inc. | 0.02% | Add +22.1% | 466,018 | $56.8M |
| Investure, LLC | 2.81% | No change | 412,250 | $50.3M |
| Clearbridge Investments, LLC | 0.04% | Add +9.8% | 395,991 | $48.3M |
| STRS Ohio | 0.18% | Reduce -3.4% | 391,200 | $47.7M |
| Susquehanna International Group, LLP | 0.06% | Reduce -68.1% | 367,910 | $44.9M |
| Main Street Research LLC | 2.51% | New | 360,526 | $44.0M |
| DAFNA Capital Management LLC | 9.65% | Reduce -16.2% | 336,505 | $41.0M |
| SG Americas Securities, LLC | 0.05% | Add +142.8% | 305,105 | $37.2M |
| Stifel Financial Corp. | 0.03% | Reduce -5.9% | 304,503 | $37.1M |
| LMR Partners LLP | 0.46% | New | 298,647 | $36.4M |
| Strategic Financial Services, Inc. | 1.51% | Reduce -8.5% | 260,924 | $32.7M |
| Gendell Jeffrey L | 0.56% | Add +12.9% | 262,278 | $32.0M |
| Jain Global LLC | 0.31% | Add +165.9% | 249,894 | $30.5M |
| Neuberger Berman Group LLC | 0.02% | Reduce -1.8% | 243,257 | $29.7M |
| Whittier Trust Co. | 0.31% | Add +2.3% | 237,935 | $29.0M |
| Marks Wealth, LLC | 9.66% | New | 236,668 | $28.9M |
| Rockefeller Capital Management L.P. | 0.05% | Add +44.5% | 236,057 | $28.8M |
| BlackRock, Inc. | 0.00% | Reduce -9.0% | 232,792 | $28.4M |
| Moore Capital Management, LP | 0.58% | Reduce -10.0% | 225,000 | $27.4M |
| Sivik Global Healthcare LLC | 13.39% | Reduce -10.0% | 225,000 | $27.4M |
| Rock Springs Capital Management LP | 1.39% | Add +46.3% | 222,000 | $27.1M |
| FIL Ltd | 0.02% | Add +2158.5% | 207,577 | $25.4M |
| State of Wisconsin Investment Board | 0.06% | New | 206,304 | $25.2M |
| United Capital Management of KS, Inc. | 3.18% | Reduce -1.3% | 186,145 | $22.7M |
| Osborne Partners Capital Management, LLC | 1.14% | Reduce -3.5% | 180,964 | $22.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -26.9% | 177,012 | $21.5M |
| GenTrust, LLC | 0.93% | Add +0.1% | 175,663 | $21.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +34.7% | 166,136 | $20.3M |
| Cetera Investment Advisers | 0.02% | Add +6.2% | 163,181 | $19.9M |
| Bank of Montreal | 0.01% | Add +42.1% | 162,623 | $19.8M |
| Weatherly Asset Management L. P. | 1.48% | Add +1.6% | 158,225 | $19.3M |
| Royal Fund Management, LLC | 1.61% | New | 143,713 | $17.5M |
| Williams Jones Wealth Management, LLC. | 0.20% | Add +1196.7% | 143,236 | $17.5M |
| Altfest L J & Co. Inc. | 1.90% | Add +13.8% | 142,171 | $17.3M |
| Thrivent Financial for Lutherans | 0.03% | Add +66.3% | 137,863 | $16.8M |
| L. Roy Papp & Associates, LLP | 1.84% | Reduce -1.7% | 136,229 | $16.6M |
| WS Management LLLP | 2.12% | Add +70.0% | 130,000 | $15.9M |
| Osaic Holdings, Inc. | 0.02% | Add +23.7% | 128,040 | $15.6M |
| Madrona Financial Services, LLC | 3.31% | Reduce -1.2% | 126,951 | $15.5M |
| Whittier Trust Co. of Nevada Inc. | 0.31% | Reduce -0.6% | 122,085 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +139.3% | 117,168 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.4% | 116,119 | $14.2M |
| Zweig-DiMenna Associates LLC | 0.96% | New | 110,700 | $13.5M |
| Edge Wealth Management LLC | 2.37% | Reduce -2.0% | 110,031 | $13.4M |
| Riggs Asset Managment Co. Inc. | 2.62% | New | 106,548 | $13.0M |
| JBF Capital, Inc. | 1.85% | Add +600.0% | 105,000 | $12.8M |
| Yelin Lapidot Holdings Management Ltd. | 2.55% | No change | 104,532 | $12.7M |
| Blair William & Co. | 0.03% | Add +1.0% | 102,867 | $12.5M |
| S&co Inc. | 0.77% | Reduce -2.7% | 102,227 | $12.5M |
| Lalia Capital, LLC | 9.55% | — | 100,000 | $12.2M |
| Mirae Asset Securities (usa) Inc. | 0.48% | Reduce -93.3% | 100,000 | $12.2M |
| Walleye Trading LLC | 0.19% | Add +217.9% | 99,320 | $12.1M |
| Keystone Investors Pte Ltd. | 1.08% | New | 98,600 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.2% | 97,886 | $12.0M |
| Focus Partners Wealth | 0.01% | Add +212.3% | 94,563 | $11.4M |
| GTS Securities LLC | 0.39% | Add +678.3% | 93,078 | $11.3M |
| Investment House LLC | 0.53% | Reduce -0.5% | 91,495 | $11.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.09% | No change | 90,329 | $11.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +108.6% | 89,731 | $10.9M |
| JTC Employer Solutions Trustee Ltd | 0.70% | Add +5367.4% | 84,745 | $10.3M |
| Tocqueville Asset Management L.P. | 0.15% | Reduce -0.1% | 84,715 | $10.3M |
| Parkside Investments, LLC | 1.29% | Reduce -9.6% | 84,247 | $10.3M |
| Lhm, Inc. | 3.80% | Reduce -29.9% | 83,738 | $10.2M |
| Verition Fund Management LLC | 0.06% | No change | 83,176 | $10.1M |
| Strategic Wealth Partners, Ltd. | 0.69% | Add +13.9% | 83,163 | $10.1M |
| Rokos Capital Management LLP | 0.15% | New | 81,960 | $10.0M |
| Castleark Management LLC | 0.29% | No change | 80,890 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +42.6% | 80,752 | $9.8M |
| Qube Research & Technologies Ltd | 0.01% | New | 77,500 | $9.4M |
| Virtus Wealth Solutions LLC | 1.74% | New | 75,205 | $9.2M |
| Spire Wealth Management | 0.31% | Add +507.2% | 75,082 | $9.2M |
| Geneva Partners, LLC | 3.23% | New | 74,465 | $9.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 72,695 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.3% | 72,522 | $8.8M |
| Greenwoods Asset Management Hong Kong Ltd. | 0.21% | Reduce -87.7% | 68,265 | $8.3M |
| Crescent Grove Advisors, LLC | 0.78% | Reduce -4.3% | 67,024 | $8.2M |
| Tamar Securities, LLC | 0.85% | Add +24.2% | 65,763 | $8.0M |
| Fifth Third Bancorp | 0.03% | Reduce -0.2% | 65,601 | $8.0M |
| Marotta Asset Management | 1.48% | Reduce -11.2% | 65,558 | $8.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1.10% | New | 65,000 | $7.9M |
| Banque Pictet & Cie SA | 0.08% | Add +24.1% | 64,877 | $7.9M |
| Krilogy Financial LLC | 0.27% | New | 61,107 | $7.8M |
| Old National Bancorp | 0.13% | Add +0.6% | 62,072 | $7.6M |
| CI Investments Inc. | 0.03% | New | 61,873 | $7.5M |
| Peregrine Asset Advisers, Inc. | 2.11% | New | 61,224 | $7.5M |
| Nan Shan Life Insurance Co., Ltd. | 0.23% | No change | 60,264 | $7.3M |
| Fulcrum Capital LLC | 1.40% | Add +1.0% | 56,979 | $6.9M |
| Montag A & Associates Inc. | 0.31% | New | 56,147 | $6.8M |
| Nomura Asset Management Co. Ltd. | 0.02% | No change | 55,698 | $6.8M |
| Corient Private Wealth LP | 0.01% | Add +40.8% | 54,511 | $6.6M |
| Oxford Asset Management LLP | 2.35% | Reduce -56.4% | 54,306 | $6.6M |
| Petredis Investment Advisors LLC | 0.52% | Reduce -1.1% | 54,230 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Add +22.6% | 54,090 | $6.6M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -48.7% | 53,091 | $6.5M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -14.8% | 52,789 | $6.4M |
| Carnegie Investment Counsel | 0.11% | Reduce -0.6% | 50,498 | $6.2M |
| Capstone Investment Advisors, LLC | 0.06% | Add +132.8% | 50,051 | $6.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.16% | Add +1.4% | 48,651 | $5.9M |
| Polymer Capital Management (HK) LTD | 0.91% | New | 48,200 | $5.9M |
| Curi Capital, LLC | 0.10% | New | 47,689 | $5.8M |
| Arete Wealth Advisors, LLC | 0.40% | Add +142.3% | 47,662 | $5.8M |
| Q3 Asset Management | 1.32% | New | 47,249 | $5.8M |
| Brown Advisory Inc. | 0.01% | Add +11.2% | 46,584 | $5.7M |
| HRT Financial LP | 0.02% | New | 46,058 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.0% | 44,360 | $5.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | New | 41,667 | $5.1M |
| Brant Point Investment Management LLC | 1.22% | No change | 41,242 | $5.0M |
| Renaissance Technologies | 0.01% | New | 41,100 | $5.0M |
| Myriad Asset Management Advisors LLC | 1.50% | — | 39,864 | $4.9M |
| Vident Advisory, LLC | 0.05% | New | 39,864 | $4.9M |
| Scotia Capital Inc. | 0.02% | Reduce -0.5% | 37,218 | $4.5M |
| National Bank of Canada | 0.00% | Reduce -2.7% | 37,124 | $4.5M |
| MAI Capital Management | 0.03% | Add +0.6% | 37,019 | $4.5M |
| BCS Private Wealth Management, Inc. | 1.54% | Add +0.8% | 36,828 | $4.5M |
| Mission Hills Financial Advisory, LLC | 2.31% | Add +0.2% | 35,902 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +17.9% | 35,526 | $4.3M |
| &partners | 0.02% | Add +39.2% | 35,190 | $4.3M |
| Fiduciary Trust Co | 0.05% | Reduce -1.8% | 35,107 | $4.3M |
| Franklin Resources Inc. | 0.00% | Add +3.8% | 34,139 | $4.2M |
| Mariner, LLC | 0.00% | Add +38.8% | 33,220 | $4.0M |
| Quantbot Technologies LP | 0.13% | New | 33,000 | $4.0M |
| K.J. Harrison & Partners Inc | 0.52% | Add +46.2% | 31,880 | $3.9M |
| Credit Agricole S A | 0.01% | Add +2524.2% | 31,438 | $3.8M |
| Capital Investment Counsel, Inc | 0.45% | No change | 31,190 | $3.8M |
| Letko, Brosseau & Associates Inc. | 0.06% | Reduce -7.1% | 32,825 | $3.7M |
| Fischer Investment Strategies, LLC | 2.15% | New | 30,210 | $3.7M |
| Conservest Capital Advisors, Inc. | 0.33% | Add +3.3% | 30,114 | $3.7M |
| Roundview Capital LLC | 0.23% | Add +571.6% | 30,087 | $3.7M |
| ArchPoint Investors | 0.86% | No change | 29,875 | $3.6M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -13.3% | 29,539 | $3.6M |
| Arcadia Wealth Management, Inc. | 2.06% | Reduce -3.2% | 29,472 | $3.6M |
| American Financial Advisors, LLC | 0.45% | Reduce -19.5% | 28,744 | $3.5M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +478533.3% | 28,718 | $3.5M |
| Greenline Partners, LLC | 0.40% | No change | 28,711 | $3.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.47% | Add +13.0% | 28,683 | $3.5M |
| Summit Financial, LLC | 0.05% | Add +540.6% | 28,597 | $3.5M |
| Continental Advisors LLC | 2.19% | Reduce -23.5% | 27,700 | $3.4M |
| Parallel Advisors, LLC | 0.06% | Add +11.7% | 27,287 | $3.3M |
| Marvin & Palmer Associates Inc. | 2.32% | New | 26,940 | $3.3M |
| Empowered Funds, LLC | 0.06% | New | 26,936 | $3.3M |
| Worth Asset Management, LLC | 1.38% | Add +525.4% | 26,672 | $3.3M |
| IHT Wealth Management, LLC | 0.08% | Reduce -22.8% | 26,597 | $3.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +106.9% | 26,570 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +14.4% | 25,627 | $3.1M |
| Creative Planning | 0.00% | Add +14.3% | 25,347 | $3.1M |
| Dimension Capital Management LLC | 0.43% | Reduce -8.3% | 25,326 | $3.1M |
| Braeburn Wealth Management LLC | 1.56% | — | 25,068 | $3.1M |
| Stamos Capital Partners, L.P. | 0.48% | Reduce -13.6% | 24,679 | $3.0M |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -7.0% | 24,493 | $3.0M |
| Cwm, LLC | 0.01% | Add +77.6% | 24,492 | $3.0M |
| Highland Capital Management, LLC | 0.15% | Reduce -1.1% | 24,419 | $3.0M |
| Coastal Bridge Advisors, LLC | 0.22% | Add +7.8% | 24,383 | $3.0M |
| RPG Investment Advisory, LLC | 0.32% | Reduce -0.5% | 23,465 | $2.9M |
| Redhawk Wealth Advisors, Inc. | 0.32% | New | 23,308 | $2.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +29.8% | 23,217 | $2.8M |
| Erste Asset Management GmbH | 0.02% | Add +2213.0% | 23,130 | $2.8M |
| Jump Financial, LLC | 0.04% | Reduce -71.4% | 23,026 | $2.8M |
| Ethos Financial Group, LLC | 0.20% | New | 22,309 | $2.7M |
| AE Wealth Management LLC | 0.02% | Reduce -3.3% | 22,077 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +22.1% | 22,019 | $2.7M |
| Beck Capital Management, LLC | 0.63% | New | 21,801 | $2.7M |
| Innovative Advisory Group, LLC | 1.74% | New | 21,787 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -16.3% | 21,735 | $2.7M |
| Verity Asset Management, Inc. | 1.12% | Add +6.1% | 21,414 | $2.6M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +353.4% | 21,391 | $2.6M |
| Bearing Point Capital, LLC | 0.41% | Add +29.2% | 21,352 | $2.6M |
| Glen Eagle Advisors, LLC | 0.35% | Add +4.6% | 21,296 | $2.6M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.6% | 21,017 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +97.6% | 20,919 | $2.6M |
| Rik Saylor Financial, Inc. | 1.85% | New | 20,730 | $2.5M |
| Argyle Capital Partners, LLC | 1.84% | Reduce -13.8% | 20,712 | $2.5M |
| Asset Management Group, Inc. | 0.41% | Reduce -12.8% | 20,637 | $2.5M |
| Sigma Planning Corp | 0.07% | Add +919.8% | 20,488 | $2.5M |
| Crown Advisors Management, Inc. | 1.60% | No change | 20,000 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.4% | 19,990 | $2.4M |
| Himension Capital (singapore) Pte. LTD. | 0.15% | Reduce -85.0% | 19,825 | $2.4M |
| Commonwealth Financial Services, LLC | 0.40% | New | 19,708 | $2.4M |
| Absolute Capital Management, LLC | 0.87% | Add +59.7% | 19,639 | $2.4M |
| Shaker Investments LLC | 0.99% | New | 19,528 | $2.4M |
| Cibc World Market Inc. | 0.00% | Add +8.3% | 19,523 | $2.4M |
| Victory Capital Management Inc. | 0.00% | Add +12.0% | 19,315 | $2.4M |
| Kercheville Advisors, LLC | 0.61% | New | 17,720 | $2.3M |
| Credit Industriel Et Commercial | 0.53% | Reduce -20.6% | 18,977 | $2.3M |
| Hollow Brook Wealth Management LLC | 0.59% | Reduce -11.6% | 18,846 | $2.3M |
| Moody LYNN Lieberson & Walker, LLC | 0.12% | New | 18,824 | $2.3M |
| RPg Family Wealth Advisory, LLC | 0.50% | Add +2.9% | 18,805 | $2.3M |
| Sage Capital Management, LLC | 1.05% | Reduce -3.5% | 18,673 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Add +0.3% | 18,495 | $2.3M |
| Empire Financial Management Company, LLC | 0.49% | Reduce -5.2% | 18,375 | $2.2M |
| 5th Street Advisors, LLC | 1.05% | Reduce -1.7% | 18,367 | $2.2M |
| Risk Paradigm Group, LLC | 2.14% | — | 18,205 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +9.2% | 17,818 | $2.2M |
| Daymark Wealth Partners, LLC | 0.07% | No change | 17,750 | $2.2M |
| Syon Capital LLC | 0.10% | Reduce -8.1% | 17,096 | $2.1M |
| Cassady Wealth & Retirement Planning, LLC | 1.34% | — | 16,860 | $2.1M |
| Breakwater Capital Group | 0.29% | Add +12.7% | 16,771 | $2.0M |
| GFS Advisors, LLC | 0.24% | Reduce -2.4% | 16,767 | $2.0M |
| Harbor Investment Advisory, LLC | 0.15% | Add +544.0% | 16,165 | $2.0M |
| SOL Capital Management CO | 0.18% | Reduce -2.8% | 16,098 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +50.0% | 16,064 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +20.3% | 15,956 | $1.9M |
| Kassira Wealth Management LLC | 1.84% | Reduce -31.3% | 15,943 | $1.9M |
| Investment Research Partners LLC | 0.80% | Reduce -2.7% | 15,352 | $1.9M |
| Legacy Wealth Partners, LLC | 0.48% | — | 15,300 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -8.3% | 15,235 | $1.9M |
| Transcendent Capital Group LLC | 0.84% | Reduce -24.1% | 15,152 | $1.8M |
| Ulysses Management LLC | 0.48% | New | 15,000 | $1.8M |
| Cary Street Partners Financial LLC | 0.05% | Add +36.3% | 14,993 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +27.6% | 14,940 | $1.8M |
| Pettinga Financial Advisors LLC | 0.34% | Reduce -21.7% | 14,516 | $1.8M |
| PFG Investments, LLC | 0.08% | Add +9.4% | 14,404 | $1.8M |
| Biltmore Family Office, LLC | 0.24% | Reduce -6.9% | 14,402 | $1.8M |
| Staley Capital Advisers Inc. | 0.07% | Reduce -0.1% | 14,365 | $1.8M |
| LJI Wealth Management, LLC | 0.27% | Reduce -6.9% | 14,320 | $1.7M |
| D L Carlson Investment Group Inc. | 0.29% | New | 14,302 | $1.7M |
| Meridian Investment Counsel Inc. | 0.42% | Add +2.1% | 14,266 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Add +16.2% | 14,151 | $1.7M |
| Amica Mutual Insurance Co. | 0.15% | No change | 14,127 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -2.4% | 14,083 | $1.7M |
| Wealth Advisory Solutions, LLC | 0.40% | Add +33.5% | 14,032 | $1.7M |
| Bank Pictet & Cie (Europe) AG | 0.03% | New | 13,780 | $1.7M |
| Flputnam Investment Management Co. | 0.02% | Reduce -16.0% | 13,706 | $1.7M |
| Nvwm, LLC | 0.36% | Reduce -2.2% | 13,619 | $1.7M |
| Balefire, LLC | 0.32% | New | 13,459 | $1.6M |
| Hartline Investment Corp./ | 0.18% | New | 13,437 | $1.6M |
| MeadowBrook Investment Advisors LLC | 1.41% | Reduce -1.9% | 13,364 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -0.0% | 13,206 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.1% | 13,193 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.16% | Reduce -1.1% | 13,189 | $1.6M |
| Quarry LP | 0.27% | Reduce -55.8% | 13,008 | $1.6M |
| Knott David M Jr | 0.73% | Add +160.0% | 13,000 | $1.6M |
| Twin Focus Capital Partners, LLC | 0.18% | Add +9.3% | 12,900 | $1.6M |
| Parcion Private Wealth LLC | 0.10% | Reduce -31.3% | 12,854 | $1.6M |
| Addison Capital Co | 0.39% | New | 12,793 | $1.6M |
| Brevan Howard Capital Management LP | 0.03% | New | 12,736 | $1.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +18.9% | 12,706 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Add +80.2% | 12,598 | $1.5M |
| Y.D. More Investments Ltd | 0.07% | New | 12,500 | $1.5M |
| Choate Investment Advisors | 0.03% | Reduce -0.5% | 12,471 | $1.5M |
| EFG International AG | 0.03% | — | 12,380 | $1.5M |
| Broadwater Capital Management LLC | 1.12% | No change | 12,300 | $1.5M |
| SCS Capital Management LLC | 0.02% | Reduce -44.2% | 12,070 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Reduce -25.6% | 11,877 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -1.0% | 11,809 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Add +6.9% | 11,766 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -19.0% | 11,725 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -22.9% | 11,694 | $1.4M |
| Pursue Wealth Partners LLC | 0.69% | Add +5.9% | 11,679 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -1.2% | 11,593 | $1.4M |
| Legacy Bridge, LLC | 0.56% | Add +8.1% | 11,299 | $1.4M |
| Advisory Research Inc. | 0.17% | Add +5.5% | 11,269 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +24.6% | 10,977 | $1.3M |
| Washington Growth Strategies LLC | 0.86% | No change | 10,911 | $1.3M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3.04% | New | 10,867 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.11% | Add +87.2% | 10,854 | $1.3M |
| Compound Planning, Inc. | 0.04% | New | 10,814 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.1% | 10,627 | $1.3M |
| Shelton Wealth Management, LLC | 0.56% | Add +3.2% | 10,537 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | New | 10,536 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.14% | New | 10,372 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +152.5% | 10,361 | $1.3M |
| AQR Capital Management | 0.00% | Add +39.6% | 10,314 | $1.3M |
| Intellectus Partners, LLC | 0.24% | Reduce -0.2% | 10,289 | $1.3M |
| Comerica Bank | 0.01% | Add +112.2% | 10,270 | $1.3M |
| Maxi Investments CY Ltd | 0.23% | No change | 10,200 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.46% | Add +0.6% | 10,167 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +6.6% | 10,166 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -55.5% | 10,503 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +56.0% | 10,022 | $1.2M |
| Nano Cap New Millennium Growth Fund L P | 1.04% | — | 10,000 | $1.2M |
| Viewpoint Capital Management LLC | 0.53% | No change | 10,000 | $1.2M |
| Deltec Asset Management LLC | 0.20% | New | 10,000 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.28% | New | 10,000 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | No change | 9,947 | $1.2M |
| Toronto Dominion Bank | 0.00% | Reduce -73.8% | 9,931 | $1.2M |
| Institute for Wealth Management, LLC. | 0.13% | Add +7.5% | 9,784 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +85.9% | 9,561 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +24.6% | 9,379 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -7.1% | 9,374 | $1.1M |
| Millennium Management | 0.00% | Reduce -87.5% | 9,370 | $1.1M |
| Greenwich Wealth Management LLC | 0.05% | Reduce -0.6% | 9,361 | $1.1M |
| Davis R M Inc. | 0.02% | Reduce -6.7% | 9,342 | $1.1M |
| Ascension Capital Advisors, Inc. | 0.38% | New | 9,158 | $1.1M |
| Invested Advisors | 1.12% | Add +63.4% | 8,888 | $1.1M |
| Okabena Investment Services Inc. | 0.21% | No change | 8,878 | $1.1M |
| 180 Wealth Advisors, LLC | 0.12% | Add +5.0% | 8,791 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +126.3% | 8,735 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +81.9% | 8,729 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +62.2% | 8,677 | $1.1M |
| Sharper & Granite LLC | 0.37% | Add +0.4% | 8,666 | $1.1M |
| Jessup Wealth Management, Inc | 0.35% | New | 8,635 | $1.1M |
| Newman Dignan & Sheerar, Inc. | 0.22% | Add +0.6% | 8,632 | $1.1M |
| Rothschild Investment LLC | 0.06% | Add +0.0% | 8,614 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.3% | 8,552 | $1.0M |
| First Heartland Consultants, Inc. | 0.08% | Reduce -3.7% | 8,550 | $1.0M |
| Easterly Investment Partners LLC | 0.06% | No change | 8,536 | $1.0M |
| Galaxy Group Investments LLC | 0.14% | New | 8,500 | $1.0M |
| Bramshill Investments, LLC | 0.06% | Reduce -32.0% | 8,500 | $1.0M |
| Argent Trust Co | 0.04% | Add +26.8% | 8,497 | $1.0M |
| FMR LLC | 0.00% | Add +28.7% | 8,472 | $1.0M |
| Investment Management Corp. /Va/ | 0.87% | New | 8,465 | $1.0M |
| Valley National Advisers Inc. | 0.14% | Add +14.1% | 8,382 | $1.0M |
| CDKV Holdings LLC | 0.85% | — | 8,368 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Add +6.2% | 8,339 | $1.0M |
| Connective Capital Management, LLC | 0.57% | New | 8,013 | $977K |
| Potomac Capital Management, Inc. | 0.82% | — | 8,000 | $975K |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 8,000 | $975K |
| Prudent Man Advisors, LLC | 0.35% | No change | 7,783 | $949K |
| Kovack Advisors, Inc. | 0.05% | Add +114.9% | 7,777 | $948K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +1.6% | 7,727 | $942K |
| Citizens Financial Group Inc. | 0.01% | Add +2.7% | 7,722 | $942K |
| AlphaCore Capital LLC | 0.02% | Add +1638.6% | 7,650 | $933K |
| Global Retirement Partners, LLC | 0.02% | Add +22.9% | 7,616 | $929K |
| Algorithmic Investment Models, LLC | 1.13% | New | 7,541 | $919K |
| LuminArx Capital Management LP | 1.34% | — | 7,500 | $914K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | New | 7,461 | $910K |
| TD Waterhouse Canada Inc. | 0.01% | Add +1020.9% | 7,342 | $895K |
| Cheviot Value Management, LLC | 0.09% | Add +1.1% | 7,100 | $894K |
| Capula Management Ltd | 0.01% | New | 7,324 | $893K |
| Guerra Pan Advisors, LLC | 0.53% | No change | 7,314 | $892K |
| BTG Pactual Asset Management US LLC | 0.10% | Reduce -53.9% | 7,282 | $888K |
| Edgestream Partners, L.P. | 0.02% | Add +92.9% | 7,266 | $886K |
| McGuire Investment Group, LLC | 0.09% | Reduce -6.8% | 7,229 | $881K |
| Texas Yale Capital Corp. | 0.03% | No change | 7,225 | $881K |
| Atria Investments, Inc | 0.01% | Add +53.5% | 7,201 | $878K |
| Certuity, LLC | 0.05% | Reduce -31.4% | 7,112 | $867K |
| Pathstone Holdings, LLC | 0.00% | Add +46.3% | 7,074 | $863K |
| Fsa Wealth Partners, Inc. | 0.31% | New | 6,984 | $852K |
| Cordoba Advisory Partners LLC | 0.21% | — | 6,962 | $849K |
| Principal Securities, Inc. | 0.01% | Reduce -2.4% | 6,951 | $847K |
| Partners Capital Investment Group, LLP | 0.03% | No change | 6,934 | $845K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,723 | $820K |
| Evergreen Capital Management LLC | 0.02% | No change | 6,686 | $815K |
| Canton Hathaway, LLC | 0.16% | No change | 6,645 | $810K |
| Melfa Wealth Management, Inc. | 0.47% | No change | 6,645 | $810K |
| Brian Low Financial Group, LLC | 0.57% | Reduce -1.4% | 6,574 | $802K |
| Jane Street Group, LLC | 0.00% | Reduce -38.3% | 6,555 | $799K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +0.6% | 6,553 | $799K |
| IFP Advisors, Inc | 0.02% | Add +222.7% | 6,553 | $799K |
| BigSur Wealth Management LLC | 0.19% | No change | 6,500 | $793K |
| Arkadios Wealth Advisors | 0.02% | Add +3.6% | 6,488 | $791K |
| LGL Partners, LLC | 0.33% | Add +0.3% | 6,424 | $783K |
| Means Investment Co., Inc. | 0.07% | Add +4.2% | 6,419 | $783K |
| Vista Investment Management | 0.26% | Add +0.2% | 6,411 | $782K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -47.7% | 6,317 | $770K |
| Westside Investment Management, Inc. | 0.12% | Reduce -2.4% | 6,200 | $756K |
| HBK Sorce Advisory LLC | 0.02% | Add +9.3% | 5,972 | $750K |
| Petra Financial Advisors Inc. | 0.44% | Reduce -7.5% | 6,112 | $745K |
| EP Wealth Advisors, LLC | 0.00% | — | 6,108 | $745K |
| Fell Capital Management | 0.73% | — | 6,100 | $744K |
| Associated Banc-Corp | 0.02% | Add +36.1% | 6,082 | $742K |
| Arax Advisory Partners | 0.02% | New | 6,055 | $738K |
| Myriad Asset Management US LP | 1.23% | New | 6,045 | $737K |
| Pictet North America Advisors SA | 0.07% | New | 6,020 | $734K |
| Capital Management Associates | 1.07% | New | 6,000 | $732K |
| IvyRock Asset Management (HK) Ltd | 0.39% | New | 6,000 | $732K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -9.9% | 5,942 | $724K |
| Integrity Alliance, Llc. | 0.03% | New | 5,932 | $723K |
| Alpha Wealth Funds, LLC | 0.48% | Reduce -3.6% | 5,893 | $719K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.5% | 5,844 | $713K |
| Patten & Patten Inc. | 0.04% | No change | 5,826 | $710K |
| Essex Financial Services, Inc. | 0.04% | Add +28.2% | 5,771 | $704K |
| CWC Advisors, LLC. | 0.34% | Reduce -0.3% | 5,691 | $694K |
| Empirical Asset Management, LLC | 0.19% | No change | 5,657 | $690K |
| Titleist Asset Management, LLC | 0.06% | Reduce -1.4% | 5,612 | $684K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +98.5% | 5,527 | $674K |
| Pictet Asset Management Holding SA | 0.00% | New | 5,485 | $669K |
| Calton & Associates, Inc. | 0.10% | Add +3.8% | 5,441 | $663K |
| Byrne Asset Management LLC | 0.37% | New | 5,399 | $658K |
| Point Windward Advisors Inc. | 0.32% | Reduce -6.3% | 5,395 | $658K |
| Greystone Financial Group, LLC | 0.10% | New | 5,395 | $658K |
| Apollon Wealth Management, LLC | 0.01% | Add +115.3% | 5,377 | $656K |
| Blue Edge Capital, LLC | 0.09% | No change | 5,377 | $656K |
| Intesa Sanpaolo S.p.A. | 0.04% | — | 5,350 | $651K |
| Phoenix Financial Ltd. | 0.01% | Reduce -65.7% | 5,322 | $649K |
| Mgo One Seven LLC | 0.01% | Add +18.5% | 5,282 | $644K |
| Fort Sheridan Advisors LLC | 0.08% | Add +6.1% | 5,224 | $637K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 5,111 | $624K |
| Alaethes Wealth, LLC | 0.18% | No change | 5,110 | $623K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.13% | No change | 5,100 | $622K |
| Hilltop Holdings Inc. | 0.04% | New | 5,072 | $618K |
| WESPAC Advisors SoCal, LLC | 0.12% | New | 5,042 | $615K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,039 | $614K |
| Glenmede Trust Co. NA | 0.00% | — | 5,027 | $613K |
| Herbst Group, LLC | 0.36% | Add +5.8% | 5,000 | $610K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 5,000 | $610K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.0% | 4,997 | $609K |
| Wedbush Securities Inc. | 0.02% | Add +7.5% | 4,972 | $606K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +32.0% | 4,890 | $596K |
| Congress Park Capital LLC | 0.18% | New | 4,890 | $596K |
| Headinvest, LLC | 0.12% | Add +5.9% | 4,866 | $593K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,860 | $593K |
| Lyell Wealth Management, LP | 0.04% | Add +53.9% | 4,848 | $591K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.1% | 4,761 | $580K |
| Caprock Group, LLC | 0.01% | Reduce -10.7% | 4,741 | $578K |
| Ieq Capital, LLC | 0.00% | Add +6.0% | 4,725 | $576K |
| Millennium Capital Advisors, LLC | 0.34% | Add +46.7% | 4,724 | $576K |
| Comprehensive Money Management Services LLC | 0.40% | Add +3.5% | 4,706 | $574K |
| Jacobi Capital Management LLC | 0.03% | Add +0.3% | 4,706 | $574K |
| FFT Wealth Management LLC | 0.11% | Reduce -7.3% | 4,670 | $569K |
| Sargent Investment Group, LLC | 0.07% | New | 4,670 | $569K |
| FineMark National Bank & Trust | 0.02% | No change | 4,650 | $567K |
| M&T Bank Corp | 0.00% | Reduce -16.4% | 4,601 | $561K |
| South Shore Capital Advisors | 0.40% | — | 4,500 | $549K |
| Almanack Investment Partners, LLC. | 0.09% | New | 4,458 | $544K |
| Avaii Wealth Management, LLC | 0.20% | Reduce -1.3% | 4,439 | $541K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,388 | $535K |
| US Bancorp \de | 0.00% | Reduce -8.0% | 4,383 | $534K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +30.8% | 4,327 | $528K |
| DUTCH ASSET Corp | 0.41% | — | 4,323 | $527K |
| Perkins Coie Trust Co | 0.10% | No change | 4,277 | $521K |
| Powell Investment Advisors, LLC | 0.18% | No change | 4,245 | $518K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +606.4% | 4,203 | $512K |
| Salem Investment Counselors Inc. | 0.01% | No change | 4,176 | $509K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -19.2% | 4,174 | $509K |
| Bridgewater Advisors Inc. | 0.03% | No change | 3,958 | $507K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 4,160 | $507K |
| Pekin Hardy Strauss, Inc. | 0.05% | Add +12.7% | 4,155 | $507K |
| First Manhattan Co. Llc. | 0.00% | Reduce -7.7% | 4,100 | $500K |
| CX Institutional | 0.01% | Reduce -66.9% | 4,040 | $493K |
| Tidal Investments LLC | 0.00% | Reduce -54.7% | 4,026 | $491K |
| Apella Capital, LLC | 0.01% | New | 4,020 | $490K |
| United Capital Financial Advisors, LLC | 0.00% | Add +19.9% | 4,000 | $488K |
| Bank Ozk | 0.17% | No change | 3,972 | $484K |
| Ingalls & Snyder LLC | 0.02% | Reduce -0.8% | 3,966 | $484K |
| Blue Capital, Inc. | 0.34% | New | 3,922 | $478K |
| Fortis Advisors, LLC | 0.26% | Reduce -16.5% | 3,906 | $476K |
| Wellington Shields & Co., LLC | 0.12% | No change | 3,900 | $476K |
| Montecito Bank & Trust | 0.08% | No change | 3,900 | $476K |
| Compass Ion Advisors, LLC | 0.05% | Add +2.6% | 3,886 | $474K |
| Ascent Group, LLC | 0.02% | New | 3,883 | $473K |
| Rathbones Group PLC | 0.00% | New | 3,883 | $473K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +13.1% | 3,837 | $468K |
| Continuum Advisory, LLC | 0.05% | Reduce -3.6% | 3,829 | $467K |
| XTX Topco Ltd | 0.01% | Reduce -54.2% | 3,794 | $463K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 3,774 | $460K |
| Ameraudi Asset Management, Inc. | 0.25% | No change | 3,747 | $457K |
| LMCG Investments, LLC | 0.03% | No change | 3,720 | $454K |
| Twin Tree Management, LP | 0.05% | Reduce -99.4% | 3,717 | $453K |
| Byrne Financial Freedom, LLC | 0.21% | Add +14.3% | 3,701 | $451K |
| Sava Infond d.o.o. | 0.06% | New | 3,700 | $451K |
| Advantage Trust Co | 0.20% | Reduce -14.1% | 3,645 | $444K |
| NCM Capital Management, LLC | 0.16% | Add +0.1% | 3,620 | $441K |
| Banque Cantonale Vaudoise | 0.02% | New | 3,585 | $437K |
| Pacific Center for Financial Services | 0.11% | No change | 4,360 | $437K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,535 | $431K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.4% | 3,528 | $430K |
| Gruss & Co., LLC | 0.94% | Reduce -12.5% | 3,500 | $427K |
| Mathes Company, Inc. | 0.15% | No change | 3,470 | $423K |
| Miller Investment Management, LP | 0.04% | No change | 3,435 | $419K |
| Integrated Advisors Network LLC | 0.02% | Add +58.3% | 3,371 | $411K |
| Investment Partners Asset Management, Inc. | 0.25% | Add +0.5% | 3,273 | $399K |
| Commerce Bank | 0.00% | Add +2.8% | 3,260 | $397K |
| KTF Investments, LLC | 0.07% | — | 3,254 | $397K |
| Fiduciary Alliance LLC | 0.03% | Reduce -12.1% | 3,193 | $389K |
| Seelaus Asset Management LLC | 0.31% | Reduce -1.6% | 3,180 | $388K |
| Coastwise Capital Group, LLC | 0.20% | Reduce -8.5% | 3,160 | $385K |
| Chatham Capital Group, Inc. | 0.05% | Reduce -28.6% | 3,153 | $384K |
| Vontobel Holding Ltd. | 0.00% | Add +40.8% | 3,140 | $383K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 3,120 | $380K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +16.7% | 3,117 | $380K |
| Doliver Advisors, LP | 0.09% | Reduce -1.6% | 3,107 | $379K |
| Wellington Shields Capital Management, LLC | 0.05% | New | 3,050 | $372K |
| Geneos Wealth Management Inc. | 0.01% | Add +27.3% | 3,030 | $369K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +0.3% | 3,016 | $368K |
| Wealthspire Advisors, LLC | 0.00% | Add +242.8% | 2,996 | $365K |
| Warner Financial, Inc. | 0.13% | New | 2,995 | $365K |
| Waystone Advisors LLC | 0.31% | — | 2,974 | $363K |
| Money Concepts Capital Corp. | 0.02% | Add +36.9% | 2,956 | $360K |
| Waverly Advisors, LLC | 0.00% | New | 2,922 | $356K |
| Northern Trust Corp. | 0.00% | Reduce -58.9% | 2,890 | $352K |
| NewEdge Wealth, LLC | 0.00% | Reduce -18.6% | 2,853 | $348K |
| Eagle Wealth Strategies LLC | 0.16% | No change | 2,834 | $346K |
| Demars Financial Group, LLC | 0.11% | No change | 2,813 | $343K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,800 | $341K |
| Markin Volterra Fund LP | 2.69% | — | 2,789 | $340K |
| Lanark Financial, Inc. | 0.03% | Reduce -40.3% | 2,786 | $340K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.3% | 2,769 | $338K |
| Storgate, LLC | 0.28% | — | 2,766 | $337K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.15% | New | 2,730 | $337K |
| Aries Wealth Management | 0.07% | No change | 2,760 | $337K |
| Private Trust Co. NA | 0.03% | Add +4.8% | 2,756 | $336K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,755 | $336K |
| Shulman DeMeo Asset Management LLC | 0.08% | No change | 2,751 | $335K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -6.8% | 2,750 | $335K |
| Moors & Cabot, Inc. | 0.01% | Add +1.1% | 2,747 | $335K |
| Fulcrum Equity Management | 0.32% | New | 2,741 | $334K |
| Poehling Capital Management, INC. | 0.07% | Reduce -0.4% | 2,714 | $331K |
| Wealth Alliance, LLC | 0.03% | Add +0.2% | 2,710 | $330K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,693 | $328K |
| Tranquilli Financial Advisor LLC | 0.19% | New | 2,637 | $322K |
| Invst, LLC | 0.03% | Reduce -5.7% | 2,632 | $321K |
| Afg Fiduciary Services Limited Partnership | 0.19% | Reduce -12.7% | 2,629 | $319K |
| Elm3 Financial Group, LLC | 0.26% | New | 2,590 | $316K |
| One Capital Management, LLC | 0.01% | New | 2,587 | $315K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +9.0% | 2,580 | $314K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -1.8% | 2,563 | $313K |
| Simplicity Wealth,LLC | 0.02% | Reduce -28.0% | 2,559 | $312K |
| Motco | 0.03% | No change | 2,555 | $312K |
| Blackstone Inc. | 0.00% | No change | 2,548 | $311K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -56.2% | 2,492 | $304K |
| Aptus Capital Advisors, LLC | 0.00% | Add +21.9% | 2,485 | $303K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -3.5% | 2,467 | $301K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 2,462 | $300K |
| Ignite Planners, LLC | 0.04% | New | 2,347 | $293K |
| Continental Investors Services, Inc. | 0.37% | Reduce -1.0% | 2,316 | $289K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,361 | $288K |
| Sherman Asset Management, Inc. | 0.24% | Reduce -23.9% | 2,346 | $286K |
| Covenant Asset Management, LLC | 0.06% | No change | 2,343 | $286K |
| VestGen Advisors, LLC | 0.01% | New | 2,338 | $285K |
| Stephens Inc. | 0.00% | Reduce -3.1% | 2,325 | $283K |
| Courier Capital LLC | 0.02% | New | 2,320 | $283K |
| Stephen J. Garry & Associates, LLC | 0.22% | New | 2,315 | $282K |
| Spinnaker Trust | 0.02% | No change | 2,310 | $282K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,297 | $280K |
| Round Rock Advisors LLC | 0.04% | Reduce -2.0% | 2,279 | $278K |
| Anchor Investment Management, LLC | 0.02% | Reduce -6.6% | 2,278 | $278K |
| Steel Grove Capital Advisors, LLC | 0.03% | New | 2,272 | $277K |
| Ellis Investment Partners, LLC | 0.05% | New | 2,243 | $274K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -3.7% | 2,237 | $273K |
| Visionary Wealth Advisors | 0.01% | Add +8.7% | 2,220 | $271K |
| Grantvest Financial Group LLC | 0.17% | Reduce -2.2% | 2,207 | $269K |
| Merit Financial Group, LLC | 0.00% | Add +7.3% | 2,205 | $269K |
| Macroview Investment Management LLC | 0.18% | Reduce -3.2% | 2,204 | $269K |
| Dynamic Wealth Strategies, LLC | 0.16% | Add +3.8% | 2,201 | $268K |
| West Tower Group, LLC | 0.62% | New | 2,200 | $268K |
| Benjamin Edwards Inc. | 0.00% | No change | 2,197 | $268K |
| Harpswell Capital Advisors, LLC | 0.21% | Reduce -86.9% | 2,194 | $268K |
| Atom Investors LP | 0.02% | Reduce -98.2% | 2,183 | $266K |
| Banco Santander, S.A. | 0.00% | Reduce -19.8% | 2,165 | $264K |
| Financial Partners Group, Inc | 0.03% | New | 2,089 | $261K |
| Waterfront Wealth Inc. | 0.05% | Add +0.1% | 2,041 | $261K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +4.0% | 2,123 | $259K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,121 | $259K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 2,113 | $258K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +3.1% | 2,093 | $255K |
| WBH Advisory Inc. | 0.02% | Reduce -6.3% | 2,080 | $254K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -10.3% | 2,071 | $253K |
| M3 Advisory Group, LLC | 0.15% | Add +1.3% | 2,071 | $252K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 2,050 | $250K |
| HB Wealth Management, LLC | 0.00% | Reduce -8.5% | 2,033 | $248K |
| Beaton Management Co. Inc. | 0.11% | Reduce -1.4% | 2,022 | $247K |
| Presidio Capital Management, LLC | 0.07% | New | 2,018 | $246K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,017 | $246K |
| Financial Council, LLC | 0.10% | No change | 2,008 | $245K |
| Sloy Dahl & Holst, LLC | 0.03% | Add +0.2% | 2,007 | $245K |
| TCTC Holdings, LLC | 0.01% | No change | 2,003 | $244K |
| Ping Capital Management, Inc. | 0.10% | Reduce -33.3% | 2,000 | $244K |
| Next Capital Management LLC | 0.08% | No change | 2,000 | $244K |
| Integral Investment Advisors, Inc. | 0.06% | No change | 2,000 | $244K |
| New Wave Wealth Advisors LLC | 0.09% | New | 1,992 | $243K |
| World Investment Advisors | 0.00% | New | 1,985 | $242K |
| New England Private Wealth Advisors LLC | 0.03% | New | 1,975 | $241K |
| Betterment LLC | 0.00% | New | 1,967 | $240K |
| Quantinno Capital Management LP | 0.00% | Reduce -15.5% | 1,939 | $236K |
| Lido Advisors, LLC | 0.00% | Add +1.1% | 2,351 | $236K |
| Global Financial Private Client, LLC | 0.08% | New | 1,929 | $235K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,922 | $234K |
| American State Bank (Iowa) | 0.11% | New | 1,919 | $234K |
| Carter Financial Group, INC. | 0.14% | New | 1,917 | $234K |
| Resurgent Financial Advisors LLC | 0.12% | Reduce -67.3% | 1,902 | $232K |
| Solstein Capital, LLC | 0.09% | New | 1,901 | $232K |
| KCM Investment Advisors LLC | 0.01% | New | 1,874 | $228K |
| Arlington Financial Advisors, LLC | 0.03% | New | 1,849 | $225K |
| IAM Advisory, LLC | 0.05% | New | 1,845 | $225K |
| StoneX Group Inc. | 0.01% | Reduce -91.3% | 1,838 | $224K |
| Cornerstone Planning, LLC | 0.05% | — | 1,834 | $224K |
| Fiduciary Group, LLC | 0.02% | New | 1,832 | $223K |
| BlackDiamond Wealth Management, LLC | 0.11% | Reduce -17.0% | 1,770 | $223K |
| KPP Advisory Services LLC | 0.03% | New | 1,830 | $223K |
| Ballentine Partners, LLC | 0.00% | New | 1,827 | $223K |
| High Net Worth Advisory Group LLC | 0.05% | New | 1,820 | $222K |
| DGS Capital Management, LLC | 0.04% | New | 1,815 | $221K |
| Navis Wealth Advisors, LLC | 0.09% | Reduce -25.0% | 1,800 | $219K |
| Focus Financial Network, Inc. | 0.01% | New | 1,796 | $219K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,791 | $218K |
| Vance Wealth, LLC | 0.06% | New | 1,786 | $218K |
| Sound Stewardship, LLC | 0.10% | New | 1,748 | $213K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 1,746 | $213K |
| Heritage Oak Wealth Advisors LLC | 0.08% | New | 1,735 | $212K |
| RFG Advisory, LLC | 0.00% | Reduce -28.2% | 1,728 | $211K |
| Sender Co & Partners, Inc. | 0.12% | Reduce -67.3% | 1,724 | $210K |
| Ground Swell Capital, LLC | 0.43% | New | 1,721 | $210K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,716 | $209K |
| Sightline Wealth Advisors, LLC | 0.09% | New | 1,715 | $209K |
| Glenview Trust Co | 0.00% | New | 1,711 | $209K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,704 | $208K |
| Diligent Investors, LLC | 0.05% | Reduce -37.0% | 1,700 | $207K |
| Arrow Financial Corp | 0.02% | New | 1,696 | $207K |
| Nicholson Wealth Management Group, LLC | 0.12% | New | 1,692 | $206K |
| Zuckerman Investment Group, LLC | 0.02% | New | 1,691 | $206K |
| KRS Capital Management, LLC | 0.12% | New | 1,683 | $205K |
| Diversified Trust Co. | 0.00% | New | 1,681 | $205K |
| Richwood Investment Advisors, LLC | 0.15% | New | 1,629 | $204K |
| Rinkey Investments | 0.05% | New | 1,675 | $204K |
| CoreCap Advisors, LLC | 0.01% | Add +58.8% | 1,663 | $203K |
| Garden State Investment Advisory Services LLC | 0.05% | New | 1,660 | $203K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 1,658 | $202K |
| IPG Investment Advisors LLC | 0.04% | New | 1,656 | $202K |
| Paragon Private Wealth Management, LLC | 0.06% | New | 1,644 | $200K |
| MGB Wealth Management, LLC | 0.06% | New | 1,619 | $197K |
| PeakShares LLC | 0.19% | — | 1,600 | $195K |
| Granite FO LLC | 0.10% | No change | 1,550 | $189K |
| Sunrise Financial Services, LLC | 0.13% | — | 1,439 | $175K |
| Manchester Capital Management LLC | 0.02% | New | 1,402 | $171K |
| DV Trading LLC | 0.01% | — | 1,401 | $171K |
| Fortitude Family Office, LLC | 0.04% | No change | 1,400 | $171K |
| Register Financial Advisors LLC | 0.07% | Add +31.2% | 1,380 | $168K |
| Missouri Trust & Investment Co | 0.05% | Add +7.8% | 1,375 | $168K |
| Cornell Pochily Investment Advisors, Inc. | 0.05% | New | 1,359 | $166K |
| MetLife Investment Management, LLC | 0.00% | Reduce -11.4% | 1,356 | $165K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -9.3% | 1,327 | $162K |
| Trust Co. of Vermont | 0.01% | Add +37.5% | 1,276 | $156K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,275 | $155K |
| Gilpin Wealth Management, LLC | 0.12% | — | 1,255 | $153K |
| Friedenthal Financial | 0.08% | New | 1,231 | $150K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,200 | $146K |
| Oakworth Capital, Inc. | 0.01% | Reduce -0.5% | 1,184 | $144K |
| Key Financial Inc | 0.03% | Add +0.2% | 1,168 | $142K |
| Centaurus Financial, Inc. | 0.01% | Add +0.2% | 1,126 | $137K |
| Activest Wealth Management | 0.03% | Add +3600.0% | 1,110 | $135K |
| Pier 88 Investment Partners LLC | 0.15% | Add +83.3% | 1,100 | $134K |
| Wolff Wiese Magana LLC | 0.07% | Reduce -2.1% | 1,091 | $133K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.04% | New | 1,036 | $132K |
| ORG Partners LLC | 0.02% | New | 1,066 | $130K |
| Allworth Financial LP | 0.00% | Reduce -51.5% | 1,036 | $126K |
| Main Management LLC | 0.01% | No change | 1,030 | $126K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 96,216 | $126K |
| Signaturefd, LLC | 0.00% | Reduce -39.2% | 1,025 | $125K |
| Harbour Investments, Inc. | 0.00% | Add +34.7% | 1,017 | $124K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.2% | 1,004 | $122K |
| West Branch Capital LLC | 0.03% | New | 1,000 | $122K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 940 | $115K |
| Versant Capital Management, Inc | 0.01% | No change | 900 | $110K |
| International Assets Investment Management, LLC | 0.01% | New | 848 | $103K |
| Avion Wealth | 0.02% | New | 850 | $103K |
| EPG Wealth Management LLC | 0.03% | Add +0.2% | 822 | $100K |
| Hanson & Doremus Investment Management | 0.01% | No change | 818 | $100K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.1% | 805 | $98K |
| Ancora Advisors LLC | 0.00% | Add +18.7% | 780 | $95K |
| Curio Wealth, LLC | 0.03% | No change | 748 | $94K |
| WealthShield Partners, LLC | 0.01% | No change | 774 | $94K |
| Caldwell Trust Co | 0.01% | No change | 660 | $80K |
| Nkcfo LLC | 0.02% | New | 635 | $77K |
| China Universal Asset Management Co., Ltd. | 0.01% | Reduce -87.6% | 608 | $74K |
| High Note Wealth, LLC | 0.01% | No change | 595 | $73K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 589 | $72K |
| Realta Investment Advisors | 0.02% | No change | 588 | $72K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.2% | 536 | $65K |
| Addison Advisors LLC | 0.01% | No change | 535 | $65K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 500 | $64K |
| Family CFO Inc | 0.03% | New | 526 | $64K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 492 | $60K |
| Boreal Capital Management LLC | 0.05% | Add +197.5% | 482 | $59K |
| Adirondack Trust Co. | 0.02% | Reduce -5.9% | 475 | $58K |
| Bokf, NA | 0.00% | No change | 464 | $57K |
| Premier Financial Group | 0.01% | Reduce -8.4% | 458 | $56K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 446 | $54K |
| Howe & Rusling Inc. | 0.00% | Add +12.9% | 436 | $53K |
| Clearstead Advisors, LLC | 0.00% | New | 427 | $52K |
| Citizens National Bank Trust Department | 0.01% | New | 414 | $50K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 400 | $49K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 400 | $49K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | New | 396 | $48K |
| Hollencrest Capital Management | 0.00% | Add +5.0% | 396 | $48K |
| Navalign, LLC | 0.01% | New | 390 | $48K |
| MCF Advisors LLC | 0.00% | New | 375 | $46K |
| Davis Capital Management | 0.03% | No change | 352 | $43K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 350 | $43K |
| Eastern Bank | 0.00% | Reduce -0.6% | 334 | $41K |
| Creative Financial Designs Inc. | 0.00% | New | 319 | $39K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 309 | $38K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +24.1% | 304 | $37K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.3% | 302 | $37K |
| Provident Wealth Management, LLC | 0.01% | No change | 300 | $37K |
| Ballast Advisors LLC | 0.01% | New | 295 | $36K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 285 | $35K |
| Financial Management Professionals, Inc. | 0.00% | No change | 280 | $34K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 275 | $34K |
| Smartleaf Asset Management LLC | 0.00% | New | 262 | $32K |
| Quaker Wealth Management, LLC | 0.01% | Add +4.4% | 261 | $32K |
| Legacy Wealth Managment, LLC | 0.02% | New | 260 | $32K |
| Scarborough Advisors, LLC | 0.01% | No change | 257 | $31K |
| SHP Wealth Management | 0.00% | — | 255 | $31K |
| Align Financial, LLC | 0.02% | — | 30,848 | $31K |
| Intesa Sanpaolo Wealth Management | 0.01% | — | 250 | $30K |
| Fairscale Capital, LLC | 0.02% | No change | 247 | $30K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 245 | $30K |
| Adkins Seale Capital Management LLC | 0.03% | — | 240 | $29K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 236 | $29K |
| HighMark Wealth Management LLC | 0.01% | Add +0.5% | 221 | $27K |
| Golden State Wealth Management, LLC | 0.00% | No change | 219 | $27K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 218 | $27K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $24K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 200 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $24K |
| Rialto Wealth Management, LLC | 0.01% | New | 193 | $24K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 187 | $23K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.7% | 182 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 180 | $22K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 180 | $22K |
| Blueline Advisors LLC | 0.02% | — | 178 | $22K |
| Estate Planners Group, LLC | 0.01% | — | 175 | $21K |
| Evermay Wealth Management LLC | 0.00% | No change | 175 | $21K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 170 | $21K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 165 | $20K |
| Advisors Preferred, LLC | 0.00% | New | 161 | $20K |
| Lodestone Wealth Management LLC | 0.01% | New | 160 | $20K |
| Sankala Group LLC | 0.02% | — | 150 | $19K |
| SJS Investment Consulting Inc. | 0.00% | New | 154 | $19K |
| Bayban | 0.02% | — | 150 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 150 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 150 | $18K |
| Alerus Financial NA | 0.00% | No change | 140 | $17K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 135 | $16K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.1% | 134 | $16K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 131 | $16K |
| Robinswood Financial LLC | 0.00% | No change | 125 | $15K |
| Smithfield Trust Co | 0.00% | Add +4.4% | 119 | $15K |
| United Community Bank | 0.01% | No change | 115 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | New | 115 | $14K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -42.5% | 115 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 100 | $13K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 100 | $12K |
| Rossby Financial, LCC | 0.00% | No change | 100 | $12K |
| Field & Main Bank | 0.00% | No change | 100 | $12K |
| Bank of New Hampshire | 0.00% | No change | 100 | $12K |
| Rossmore Private Capital | 0.00% | No change | 100 | $12K |
| North Star Investment Management Corp. | 0.00% | Reduce -42.9% | 100 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 95 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -51.5% | 94 | $11K |
| Bell Investment Advisors, Inc | 0.00% | No change | 93 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +203.3% | 91 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +1171.4% | 89 | $11K |
| Seneschal Advisors, LLC | 0.01% | New | 90 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 90 | $11K |
| Osbon Capital Management LLC | 0.01% | — | 81 | $10K |
| JDM Financial Group LLC | 0.00% | New | 80 | $10K |
| Vision Retirement, LLC | 0.00% | — | 75 | $9K |
| FWL Investment Management, LLC | 0.00% | No change | 72 | $9K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 70 | $9K |
| Coastline Trust Co | 0.00% | New | 70 | $9K |
| Wagner Wealth Management, LLC | 0.00% | New | 65 | $8K |
| LM Advisors LLC | 0.03% | Reduce -89.2% | 946 | $8K |
| Caitlin John, LLC | 0.01% | No change | 62 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -54.1% | 62 | $8K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -83.7% | 61 | $7K |
| Redwood Park Advisors LLC | 0.01% | No change | 60 | $7K |
| Crews Bank & Trust | 0.00% | No change | 60 | $7K |
| Abound Wealth Management | 0.00% | New | 57 | $7K |
| Cornerstone Planning Group LLC | 0.00% | New | 49 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 50 | $6K |
| Elyxium Wealth, LLC | 0.00% | New | 50 | $6K |
| Hilltop National Bank | 0.00% | No change | 50 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 50 | $6K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 50 | $6K |
| Cypress Capital Management LLC (WY) | 0.01% | New | 47 | $6K |
| Proffitt & Goodson Inc. | 0.00% | Reduce -52.2% | 43 | $5K |
| Strive Financial Group ,LLC | 0.00% | — | 42 | $5K |
| JNBA Financial Advisors | 0.00% | No change | 41 | $5K |
| United Financial Planning Group LLC | 0.00% | No change | 40 | $5K |
| SageView Advisory Group, LLC | 0.00% | New | 36 | $4K |
| Tsfg, LLC | 0.00% | No change | 32 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | Add +68.8% | 27 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 26 | $3K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 25 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 22 | $3K |
| Investors Research Corp | 0.00% | Reduce -90.5% | 21 | $3K |
| Stone House Investment Management, LLC | 0.00% | New | 21 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 20 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -56.8% | 19 | $2K |
| Covestor Ltd | 0.00% | Reduce -9.5% | 19 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -33.3% | 16 | $2K |
| NFSG Corp | 0.00% | Reduce -99.7% | 15 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 15 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 15 | $2K |
| Copia Wealth Management | 0.00% | No change | 11 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 10 | $1K |
| CNB Bank | 0.00% | No change | 8 | $975 |
| GAMMA Investing LLC | 0.00% | No change | 8 | $975 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 7 | $854 |
| Cape Investment Advisory, Inc. | 0.00% | New | 7 | $854 |
| Grey Ledge Advisors, LLC | 0.00% | No change | 7 | $854 |
| Quattro Advisors LLC | 0.00% | — | 6 | $737 |
| Bogart Wealth, LLC | 0.00% | No change | 6 | $735 |
| Goodman Advisory Group, LLC | 0.00% | No change | 6 | $732 |
| Horizon Investments, LLC | 0.00% | No change | 2 | $244 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 1 | $122 |
"% 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.