SS SPDR S&P Biotech ETFXBIETF

13F holders, Q2 2026 (June 30)
936holders +120
170new positions
48sold out
6famous investors
$158.17avg. 13F price*

At the end of Q2 2026, 936 institutions reported holding SS SPDR S&P Biotech ETF (XBI) in their 13F filings, up 120 from Q1 2026. 170 opened new positions and 48 sold out. The largest holders were BNP Paribas Financial Markets ($2.7B), Goldman Sachs Group Inc. ($2.4B) and Citigroup Inc. ($1.8B). 6 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2026)
CUSIP
78464A870
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 779Q1 2024Q2 2024: 761Q2 2024Q3 2024: 769Q3 2024Q4 2024: 738Q4 2024Q1 2025: 685Q1 2025Q2 2025: 625Q2 2025Q3 2025: 656Q3 2025Q4 2025: 816Q4 2025Q1 2026: 816Q1 2026Q2 2026: 936Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions170$676.2M
Exits48$114.1M

All 13F filers, Q1 2026 → Q2 2026: 13,427,408 shares bought and 20,998,766 shares sold, net −7,571,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 936 holders

BNP Paribas Financial Markets 1.40% Reduce -20.7% 16,777,726 $2.7B
Goldman Sachs Group Inc. 0.25% Add +10.2% 15,111,803 $2.4B
Citigroup Inc. 0.86% Add +8.9% 11,612,884 $1.8B
Morgan Stanley 0.09% Reduce -12.1% 10,834,146 $1.7B
Bank of America Corp. 0.11% Reduce -27.2% 10,566,963 $1.7B
Healthcare of Ontario Pension Plan Trust Fund 2.12% Reduce -4.2% 9,341,500 $1.5B
Wells Fargo & Company 0.10% Add +27.6% 3,504,082 $554.5M
UBS Group AG 0.08% Reduce -6.7% 3,308,923 $523.6M
Barclays PLC 0.14% Reduce -0.6% 2,817,943 $445.9M
Jefferies Financial Group Inc. 3.20% Reduce -7.5% 2,140,001 $338.7M
JPMorgan Chase & Co. 0.02% Reduce -71.0% 1,805,715 $285.9M
Canada Pension Plan Investment Board 0.15% No change 1,758,000 $278.2M
Two Sigma Investments, LP 0.19% Add +339.1% 1,497,968 $237.1M
Bessemer Group Inc. 0.23% Reduce -42.3% 1,041,209 $164.8M
SG Americas Securities, LLC 0.09% Add +141.8% 946,116 $149.7M
LPL Financial LLC 0.03% Add +11.3% 882,027 $139.6M
Royal Bank of Canada 0.02% Add +62.7% 829,993 $131.3M
Meitav Investment House Ltd. 0.85% Reduce -1.9% 794,579 $125.7M
Bank of Montreal 0.05% Reduce -5.4% 789,273 $124.9M
Ameriprise Financial Inc. 0.02% Reduce -4.7% 764,261 $121.0M
Employees Retirement System of Texas 1.00% Reduce -1.7% 676,872 $107.1M
Jain Global LLC 1.19% New 591,467 $93.6M
Main Street Research LLC 4.31% Add +1.6% 576,754 $91.3M
PSP Research LLC 48.01% Add +100.1% 570,000 $90.2M
Raymond James Financial Inc. 0.02% Add +19.2% 516,322 $81.7M
BlackRock, Inc. 0.00% Add +246.8% 516,032 $81.7M
Tudor Investment Corporation 0.33% New 502,000 $79.4M
Clear Street Group Inc. 0.25% New 500,000 $79.1M
Citadel Advisors 0.05% New 499,184 $79.0M
Assetmark, Inc. 0.14% Reduce -20.3% 496,739 $78.6M
Natixis 0.37% Add +0.8% 492,616 $78.0M
Clal Insurance Enterprises Holdings Ltd 0.34% No change 484,500 $76.7M
Greenhouse Funds LLLP 4.04% Reduce -25.6% 484,437 $76.7M
Clearbridge Investments, LLC 0.06% Add +1.6% 423,739 $67.1M
Osaic Holdings, Inc. 0.08% Add +225.9% 423,662 $67.1M
Investure, LLC 4.08% No change 412,250 $65.2M
STRS Ohio 0.24% Reduce -3.2% 397,200 $62.9M
Susquehanna International Group, LLP 0.06% Add +428.1% 391,754 $62.0M
Stifel Financial Corp. 0.04% Add +13.5% 330,315 $52.3M
D. E. Shaw & Co. 0.03% Reduce -76.0% 328,794 $52.0M
Northwestern Mutual Wealth Management Co. 0.03% Add +145.7% 314,224 $49.7M
Rockefeller Capital Management L.P. 0.07% Add +16.3% 274,266 $43.4M
Gendell Jeffrey L 0.38% No change 262,278 $41.5M
Whittier Trust Co. 0.41% Add +0.0% 257,753 $41.4M
Annex Advisory Services, LLC 0.69% Add +3.1% 254,762 $40.3M
Williams Jones Wealth Management, LLC. 0.44% Add +22.9% 245,174 $38.8M
FIL Ltd 0.03% Add +237.8% 242,331 $38.3M
Neuberger Berman Group LLC 0.02% Reduce -5.5% 225,749 $35.7M
Curi Capital, LLC 0.51% Add +44.3% 207,604 $32.9M
WS Management LLLP 3.72% Add +33.3% 200,000 $31.6M
DAFNA Capital Management LLC 5.93% Reduce -38.3% 196,505 $31.1M
Caisse de depot et placement du Quebec 0.04% New 186,203 $29.5M
State of Wisconsin Investment Board 0.06% Reduce -1.7% 184,702 $29.2M
GenTrust, LLC 1.06% Reduce -0.3% 175,143 $27.7M
Franklin Resources Inc. 0.01% Add +400.9% 169,117 $26.8M
Osborne Partners Capital Management, LLC 1.49% Reduce -1.1% 169,027 $26.7M
Cetera Investment Advisers 0.02% Reduce -0.1% 162,025 $25.6M
Weatherly Asset Management L. P. 1.77% Reduce -0.4% 157,486 $24.9M
Royal Fund Management, LLC 2.04% Reduce -5.2% 154,465 $24.4M
New Harbor Financial Group, LLC 3.69% New 146,497 $23.2M
Riggs Asset Managment Co. Inc. 4.03% Add +32.5% 142,800 $22.6M
United Capital Management of KS, Inc. 2.96% Add +0.8% 142,599 $22.6M
Envestnet Asset Management Inc. 0.01% Add +33.6% 136,798 $21.6M
Madrona Financial Services, LLC 3.98% Add +3.4% 136,455 $21.6M
L. Roy Papp & Associates, LLP 2.23% Add +0.4% 134,181 $21.2M
LMR Partners LLP 0.19% Add +536.3% 131,711 $20.8M
Whittier Trust Co. of Nevada Inc. 0.39% Reduce -0.5% 125,833 $20.6M
E Fund Management Co., Ltd. 0.46% No change 128,500 $20.3M
Janney Montgomery Scott LLC 0.04% Add +4.0% 125,368 $19.8M
Wellington Management Group LLP 0.00% New 121,769 $19.3M
Sivik Global Healthcare LLC 14.55% No change 150,000 $19.2M
Jane Street Group, LLC 0.01% Add +37.0% 115,850 $18.3M
Cambridge Investment Research Advisors, Inc. 0.04% Add +34.0% 112,225 $17.8M
Edge Wealth Management LLC 2.96% Add +0.1% 111,283 $17.6M
Oxford Asset Management LLP 8.55% Add +13.0% 109,917 $17.4M
Tidal Investments LLC 0.04% Add +1771.5% 109,331 $17.3M
Itau Unibanco Holding S.A. 0.34% New 109,207 $17.3M
Arax Advisory Partners 0.11% Add +1844.8% 108,071 $17.1M
Thrivent Financial for Lutherans 0.03% Add +9.8% 105,375 $16.7M
Polymer Capital Management (HK) LTD 1.69% New 105,300 $16.7M
Yelin Lapidot Holdings Management Ltd. 3.14% No change 104,532 $16.5M
Lake Hills Wealth Management, LLC 7.24% Add +9.4% 100,636 $15.9M
Lalia Capital, LLC 7.69% No change 100,000 $15.8M
Mirae Asset Securities (usa) Inc. 0.70% No change 100,000 $15.8M
Blair William & Co. 0.04% Add +18.0% 95,781 $15.2M
FWL Investment Management, LLC 2.76% Add +131941.7% 95,070 $15.0M
Geneva Partners, LLC 4.00% New 94,829 $15.0M
S&co Inc. 0.86% Add +0.0% 94,310 $14.9M
Walleye Trading LLC 0.20% Reduce -68.0% 92,166 $14.6M
JBF Capital, Inc. 1.91% Reduce -12.4% 92,000 $14.6M
Mfa Wealth Advisors, LLC 2.48% New 91,997 $14.6M
HighTower Advisors, LLC 0.01% Add +10.7% 90,861 $14.4M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 90,329 $14.3M
Investment House LLC 0.64% Reduce -1.6% 89,915 $14.2M
Focus Partners Wealth 0.01% Reduce -7.2% 89,522 $14.2M
PNC Financial Services Group, Inc. 0.01% Add +39.2% 89,290 $14.1M
Strategic Wealth Partners, Ltd. 0.87% Reduce -0.5% 89,150 $14.1M
Destiny Wealth Partners, LLC 1.95% Add +261488.9% 94,172 $13.8M
Parkside Investments, LLC 1.50% Reduce -5.4% 85,723 $13.6M
Commonwealth Equity Services, LLC 0.02% Reduce -3.0% 82,119 $13.0M
Tocqueville Asset Management L.P. 0.17% Reduce -2.3% 82,008 $13.0M
Castleark Management LLC 0.35% No change 80,890 $12.8M
Spire Wealth Management 0.38% Add +16.6% 79,925 $12.6M
Krilogy Financial LLC 0.37% Add +668.1% 79,817 $12.6M
Chicago Wealth Management, Inc. 4.42% New 78,688 $12.5M
Nan Shan Life Insurance Co., Ltd. 0.39% Reduce -43.9% 77,701 $12.3M
Fifth Third Bancorp 0.02% Reduce -0.3% 77,518 $12.3M
Altfest L J & Co. Inc. 1.15% Add +120.1% 74,627 $11.8M
Tamar Securities, LLC 1.08% Add +5.6% 72,971 $11.5M
HSBC Holdings PLC 0.01% Reduce -90.2% 71,428 $11.4M
Harel Insurance Investments & Financial Services Ltd. 0.05% New 70,565 $11.2M
Manufacturers Life Insurance Company, The 0.01% New 69,047 $10.9M
Montag A & Associates Inc. 0.46% Add +0.7% 68,739 $10.9M
Equitable Holdings, Inc. 0.06% Add +181.3% 67,949 $10.8M
Marotta Asset Management 1.74% Add +1.1% 66,810 $10.5M
Brown Advisory Inc. 0.02% Add +22.4% 65,982 $10.4M
Trivium Point Advisory, LLC 0.95% New 65,945 $10.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.36% Reduce -49.9% 65,306 $10.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +15.4% 64,697 $10.3M
Balance Capital Partners L.P. 7.27% New 64,000 $10.1M
Crescent Grove Advisors, LLC 0.85% Reduce -1.3% 63,436 $10.0M
Oppenheimer & Co. Inc. 0.11% Add +10.6% 63,124 $10.0M
Lhm, Inc. 3.16% Reduce -20.7% 58,514 $9.3M
Roundview Capital LLC 0.50% Add +43.4% 57,963 $9.2M
Nomura Asset Management Co. Ltd. 0.02% Add +4.5% 56,831 $9.0M
Y-Intercept (Hong Kong) Ltd 0.17% Add +727.6% 55,833 $8.8M
Ayalon Insurance Comp Ltd. 1.08% New 55,600 $8.8M
Fiduciary Alliance LLC 0.59% Add +55.3% 54,691 $8.7M
Marvin & Palmer Associates Inc. 5.40% Add +80.1% 54,286 $8.6M
Petredis Investment Advisors LLC 0.57% Add +0.1% 53,888 $8.5M
Banque Pictet & Cie SA 0.09% Reduce -16.2% 53,821 $8.5M
Baird Financial Group, Inc. 0.01% Reduce -11.3% 53,702 $8.5M
Corient Private Wealth LP 0.01% Reduce -1.2% 52,212 $8.3M
Fulcrum Capital LLC 1.67% Reduce -6.8% 52,163 $8.3M
&partners 0.03% Add +1.0% 51,525 $8.2M
Peregrine Asset Advisers, Inc. 1.68% Add +1524.3% 49,039 $7.8M
Sava Infond d.o.o. 0.55% Add +232.6% 48,690 $7.7M
MML Investors Services, LLC 0.02% Add +56.6% 48,660 $7.7M
Cibc World Market Inc. 0.01% Add +81.0% 48,246 $7.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -34.3% 46,998 $7.4M
Addison Capital Co 1.19% Add +20.2% 45,825 $7.3M
Measured Wealth Private Client Group, LLC 1.72% New 45,038 $7.1M
Quadrature Capital Ltd 0.06% Reduce -90.7% 44,978 $7.1M
Summit Financial, LLC 0.08% Add +42.7% 44,958 $7.1M
Verition Fund Management LLC 0.05% Reduce -0.2% 44,693 $7.1M
Capula Management Ltd 0.03% Add +69.8% 44,038 $7.0M
Mariner, LLC 0.01% Add +1.9% 42,739 $6.8M
Q3 Asset Management 1.22% New 52,918 $6.7M
Capstone Investment Advisors, LLC 0.06% Reduce -30.1% 40,463 $6.4M
Freestone Grove Partners LP 0.04% New 39,806 $6.3M
Scotia Capital Inc. 0.02% Add +3.8% 39,669 $6.3M
Shaker Investments LLC 2.25% Add +2.7% 39,501 $6.3M
Trek Financial, LLC 0.31% New 39,276 $6.2M
Private Advisor Group, LLC 0.03% Add +16.9% 37,938 $6.0M
Jump Financial, LLC 0.06% New 37,662 $6.0M
Carnegie Investment Counsel 0.12% Reduce -25.6% 37,121 $5.9M
Beacon Pointe Advisors, LLC 0.03% Add +1.1% 36,983 $5.9M
BCS Private Wealth Management, Inc. 1.76% Reduce -0.8% 36,926 $5.8M
Millennium Management 0.00% Add +5.6% 36,882 $5.8M
Oppenheimer Asset Management Inc. 0.06% New 36,464 $5.8M
Bank of Nova Scotia 0.01% Add +61.1% 36,264 $5.7M
Man Group plc 0.01% Add +992.3% 35,717 $5.7M
National Bank of Canada 0.00% Reduce -5.0% 35,181 $5.6M
MAI Capital Management 0.02% Reduce -8.5% 34,731 $5.5M
Cresset Asset Management, LLC 0.02% Add +12.4% 34,384 $5.4M
Creative Planning 0.00% Add +15.8% 34,052 $5.4M
Jones Financial Companies LLLP 0.00% Add +12.9% 34,618 $5.4M
Brant Point Investment Management LLC 1.19% No change 33,866 $5.4M
Founders Financial Securities LLC 0.27% New 33,424 $5.3M
Fiduciary Trust Co 0.06% Reduce -4.8% 33,208 $5.3M
Parker Investment Management, LLC 0.63% New 33,000 $5.2M
Wellington Shields Capital Management, LLC 0.64% Add +1042.3% 31,985 $5.1M
Capital Fund Management S.A. 0.04% New 30,842 $4.9M
Letko, Brosseau & Associates Inc. 0.07% Reduce -6.1% 30,825 $4.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.56% No change 30,046 $4.8M
Steward Partners Investment Advisory, LLC 0.02% Add +96.1% 30,032 $4.8M
ArchPoint Investors 1.00% No change 29,875 $4.7M
Capital Investment Counsel, Inc 0.51% Reduce -3.4% 29,740 $4.7M
Cerity Partners LLC 0.01% Reduce -7.5% 29,636 $4.7M
Global Retirement Partners, LLC 0.07% — 29,620 $4.7M
URS Advisory LLC 2.53% New 28,717 $4.5M
Greenline Partners, LLC 0.46% No change 28,711 $4.5M
Dimension Capital Management LLC 0.52% No change 27,959 $4.4M
Parallel Advisors, LLC 0.07% Add +1.3% 27,957 $4.4M
Conservest Capital Advisors, Inc. 0.35% Reduce -11.1% 27,770 $4.4M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +167.5% 27,694 $4.4M
NewEdge Advisors, LLC 0.01% Add +34.6% 27,420 $4.3M
Lyell Wealth Management, LP 0.26% Add +120.2% 26,881 $4.3M
Stamos Capital Partners, L.P. 0.63% Add +3.4% 26,084 $4.1M
Absolute Capital Management, LLC 1.03% Add +32.2% 26,029 $4.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -75.8% 25,743 $4.1M
Inspire Advisors, LLC 0.28% Add +10.7% 25,814 $4.1M
Kestra Advisory Services, LLC 0.01% Reduce -1.6% 25,660 $4.1M
Arcadia Wealth Management, Inc. 1.91% Reduce -8.4% 25,235 $4.0M
Captrust Financial Advisors 0.01% Add +51.2% 24,933 $3.9M
Bearing Point Capital, LLC 0.53% Add +6.1% 24,906 $3.9M
Kercheville Advisors, LLC 1.19% Add +322.4% 24,795 $3.9M
American Financial Advisors, LLC 0.47% Reduce -11.8% 24,664 $3.9M
J.W. Cole Advisors, Inc. 0.07% Add +171.7% 24,605 $3.9M
Titiun Yejiel 3.38% Reduce -7.4% 24,537 $3.9M
Coastal Bridge Advisors, LLC 0.24% Reduce -0.3% 24,521 $3.9M
Arete Wealth Advisors, LLC 0.25% New 24,155 $3.8M
Twin Tree Management, LP 0.59% Reduce -47.8% 24,074 $3.8M
Transcend Capital Advisors, LLC 0.26% Reduce -12.3% 23,878 $3.8M
Bank Pictet & Cie (Europe) AG 0.07% No change 23,871 $3.8M
Redhawk Wealth Advisors, Inc. 0.37% Add +18.1% 23,790 $3.8M
Beck Capital Management, LLC 0.69% Reduce -0.7% 23,789 $3.8M
Syon Capital LLC 0.16% Add +67.9% 23,562 $3.7M
CI Investments Inc. 0.01% Add +0.4% 23,473 $3.7M
Cassady Wealth & Retirement Planning, LLC 1.72% Add +10.7% 23,412 $3.7M
RPG Investment Advisory, LLC 0.38% Reduce -0.2% 23,196 $3.7M
Integrated Wealth Concepts LLC 0.02% Reduce -5.6% 23,189 $3.7M
Highland Capital Management, LLC 0.17% Reduce -6.5% 22,940 $3.6M
Verity Asset Management, Inc. 1.35% Add +3.2% 22,564 $3.6M
AQR Capital Management 0.00% Add +89.2% 22,421 $3.5M
Braeburn Wealth Management LLC 1.51% New 22,249 $3.5M
RPg Family Wealth Advisory, LLC 0.58% Add +5.0% 22,155 $3.5M
Sage Capital Management, LLC 1.36% Add +18.4% 21,992 $3.5M
Balefire, LLC 0.56% Add +60.4% 21,878 $3.5M
Risk Paradigm Group, LLC 2.70% Add +6.1% 21,755 $3.4M
Robertson Stephens Wealth Management, LLC 0.08% Add +0.2% 21,541 $3.4M
GTS Securities LLC 0.07% Reduce -14.5% 21,482 $3.4M
Amica Mutual Insurance Co. 0.28% Add +51.8% 21,439 $3.4M
AE Wealth Management LLC 0.02% Add +5.2% 21,346 $3.4M
IFP Advisors, Inc 0.06% Add +20.4% 21,192 $3.4M
111 Capital 0.57% Add +136.6% 21,034 $3.3M
CIBC Bancorp USA Inc. 0.00% Reduce -6.2% 21,005 $3.3M
Mission Hills Financial Advisory, LLC 1.44% Reduce -43.0% 20,718 $3.3M
Rik Saylor Financial, Inc. 2.17% Add +0.0% 20,687 $3.3M
Modera Wealth Management, LLC 0.03% Add +0.1% 20,658 $3.3M
Victory Capital Management Inc. 0.00% Add +5.6% 20,394 $3.2M
Meridian Investment Counsel Inc. 0.68% Add +2.4% 20,053 $3.2M
Crown Advisors Management, Inc. 1.74% No change 20,000 $3.2M
Farther Finance Advisors, LLC 0.02% Add +75.0% 19,930 $3.2M
Owen LaRue, LLC 1.10% New 19,875 $3.1M
Amitell Capital Pte Ltd 2.86% New 19,773 $3.1M
Breakwater Capital Group 0.37% Add +14.0% 19,656 $3.1M
Clark Capital Management Group, Inc. 0.02% New 19,507 $3.1M
D.A. Davidson & Co. 0.02% Add +138.8% 19,409 $3.1M
Great Diamond Partners, LLC 0.53% New 19,315 $3.1M
Staley Capital Advisers Inc. 0.12% Add +6.4% 19,220 $3.0M
Qube Research & Technologies Ltd 0.00% Reduce -89.9% 19,211 $3.0M
Maven Securities LTD 0.21% New 19,147 $3.0M
DAVENPORT & Co LLC 0.02% Add +45.1% 19,133 $3.0M
IAM Advisory, LLC 0.59% Add +978.2% 19,117 $3.0M
5th Street Advisors, LLC 1.16% Add +1.9% 18,911 $3.0M
Argyle Capital Partners, LLC 1.87% Reduce -1.4% 18,791 $3.0M
Erste Asset Management GmbH 0.02% No change 23,130 $3.0M
Hollow Brook Wealth Management LLC 0.59% Reduce -0.0% 18,682 $3.0M
Asset Management Group, Inc. 0.43% Reduce -8.7% 18,666 $3.0M
Avalon Capital Management 0.69% New 18,523 $2.9M
Continuum Advisory, LLC 0.23% Add +389.1% 18,013 $2.9M
Truist Financial Corp. 0.00% Reduce -0.1% 17,756 $2.8M
Daymark Wealth Partners, LLC 0.07% No change 17,750 $2.8M
Xcelsior Advisor Partners LLC 0.36% New 17,299 $2.7M
Continental Advisors LLC 1.60% Reduce -37.9% 17,200 $2.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +252.1% 17,142 $2.7M
Parallax Volatility Advisers, L.P. 0.12% Add +24.2% 16,933 $2.7M
Wealthfront Advisers LLC 0.01% Add +2.9% 16,601 $2.6M
Harbor Investment Advisory, LLC 0.18% Reduce -3.6% 16,333 $2.6M
Atlantic Union Bankshares Corp 0.04% Reduce -4.8% 16,047 $2.5M
Brookstone Capital Management 0.03% Add +447.4% 16,038 $2.5M
D L Carlson Investment Group Inc. 0.40% Add +2.5% 15,924 $2.5M
Kassira Wealth Management LLC 1.99% Reduce -1.6% 15,617 $2.5M
Independent Financial Group, LLC 0.05% Add +101.5% 15,529 $2.5M
Glen Eagle Advisors, LLC 0.31% Reduce -26.4% 15,442 $2.4M
Lionhunter Capital Management, LLC 1.10% — 15,350 $2.4M
Ocean Park Asset Management, LLC 0.12% New 15,323 $2.4M
Advisory Services Network, LLC 0.03% Add +24.1% 15,111 $2.4M
Knott David M Jr 1.25% No change 15,000 $2.4M
Ulysses Management LLC 0.82% No change 15,000 $2.4M
EFG International AG 0.04% Add +18.9% 14,840 $2.3M
Sanctuary Advisors, LLC 0.01% Add +2.2% 14,811 $2.3M
WESPAC Advisors SoCal, LLC 0.41% Add +5.5% 14,614 $2.3M
Hartline Investment Corp./ 0.20% Add +5.7% 14,577 $2.3M
Kingswood Wealth Advisors, LLC 0.09% Add +41.8% 14,370 $2.3M
Investment Research Partners LLC 0.77% Reduce -4.3% 14,325 $2.3M
Legacy Wealth Partners, LLC 0.51% Add +4.7% 14,230 $2.3M
Wealth Advisory Solutions, LLC 0.46% Add +2.5% 14,120 $2.2M
Transamerica Financial Advisors, LLC 0.19% Add +56.6% 14,095 $2.2M
Deltec Asset Management LLC 0.33% Add +40.0% 14,000 $2.2M
Mutual Advisors, LLC 0.04% Add +0.3% 13,983 $2.2M
Koshinski Asset Management, Inc. 0.12% New 13,977 $2.2M
LJI Wealth Management, LLC 0.31% Reduce -3.5% 13,780 $2.2M
Advisor OS, LLC 0.15% Add +0.1% 13,770 $2.2M
Flputnam Investment Management Co. 0.03% Add +0.1% 13,537 $2.1M
Worth Asset Management, LLC 0.68% Add +285.4% 13,431 $2.1M
Mercer Global Advisors Inc. 0.00% Reduce -7.6% 13,257 $2.1M
Evolution Wealth Advisors, LLC 0.24% Add +0.2% 13,212 $2.1M
Nvwm, LLC 0.41% Reduce -5.3% 12,931 $2.0M
Twin Focus Capital Partners, LLC 0.21% No change 12,900 $2.0M
KCM Investment Advisors LLC 0.06% Add +264.5% 12,879 $2.0M
Parcion Private Wealth LLC 0.11% Add +0.1% 12,871 $2.0M
Walleye Capital LLC 0.01% New 12,780 $2.0M
Pinnacle Associates Ltd. 0.02% Add +2.5% 12,566 $2.0M
Choate Investment Advisors 0.03% Add +0.3% 12,502 $2.0M
Y.D. More Investments Ltd 0.06% No change 12,500 $2.0M
Biltmore Family Office, LLC 0.26% Reduce -12.3% 12,470 $2.0M
SCS Capital Management LLC 0.02% Add +0.0% 12,260 $1.9M
Dynamic Advisor Solutions LLC 0.06% Add +4.2% 12,243 $1.9M
PFG Investments, LLC 0.07% Reduce -11.6% 12,078 $1.9M
Financial Management Professionals, Inc. 0.18% Add +4185.7% 12,000 $1.9M
Broadwater Capital Management LLC 1.37% Reduce -3.3% 11,900 $1.9M
Strategic Financial Services, Inc. 0.08% Reduce -60.2% 11,823 $1.9M
Prospera Financial Services Inc 0.03% Reduce -22.3% 11,767 $1.9M
Cary Street Partners Financial LLC 0.04% Add +2.4% 11,713 $1.9M
Pathstone Holdings, LLC 0.01% Add +41.7% 11,683 $1.8M
FMR LLC 0.00% Add +19.1% 11,674 $1.8M
Boothbay Fund Management, LLC 0.04% Add +30.2% 11,616 $1.8M
Credit Industriel Et Commercial 0.34% Reduce -67.5% 11,590 $1.8M
Harbour Investments, Inc. 0.02% Reduce -39.6% 11,573 $1.8M
Atria Investments, Inc 0.02% Add +36.8% 11,275 $1.8M
Macquarie Group Ltd. 0.01% New 11,241 $1.8M
Advisory Research Inc. 0.17% Add +0.8% 11,071 $1.8M
Larry Mathis Financial Planning, LLC 1.33% Add +79.7% 11,063 $1.8M
Whalen Wealth Management Inc. 0.79% Add +595.3% 11,049 $1.7M
Barometer Capital Management Inc. 0.48% Add +243.8% 11,000 $1.7M
Bramshill Investments, LLC 0.13% Reduce -8.3% 11,000 $1.7M
Legacy Bridge, LLC 0.53% Reduce -2.5% 10,933 $1.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1.20% No change 10,867 $1.7M
Institute for Wealth Management, LLC. 0.15% Add +5.9% 10,818 $1.7M
MeadowBrook Investment Advisors LLC 1.36% Reduce -4.8% 10,667 $1.7M
Tower Bridge Advisors 0.15% Add +52.7% 10,645 $1.7M
Hennion & Walsh Asset Management, Inc. 0.05% Add +0.4% 10,630 $1.7M
HRT Financial LP 0.00% Reduce -87.9% 10,507 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Add +37.0% 10,471 $1.7M
NWF Advisory Services Inc. 0.16% New 10,426 $1.6M
Kovack Advisors, Inc. 0.08% Add +35.9% 10,382 $1.6M
Washington Growth Strategies LLC 0.90% Add +0.5% 10,268 $1.6M
Firethorn Wealth Partners, LLC 0.52% Add +0.9% 10,207 $1.6M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -13.3% 10,010 $1.6M
Genesis Financial Group, LLC 1.02% Add +27.6% 9,950 $1.6M
Summit Trail Advisors, LLC 0.02% No change 9,947 $1.6M
Concurrent Investment Advisors, LLC 0.01% Reduce -1.8% 9,942 $1.6M
Compound Planning, Inc. 0.04% Reduce -9.2% 9,891 $1.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -70.0% 9,858 $1.6M
Federation des caisses Desjardins du Quebec 0.00% Add +1113.1% 9,802 $1.6M
Gateway Wealth Partners, LLC 0.09% Reduce -18.6% 9,716 $1.5M
First Heartland Consultants, Inc. 0.10% Add +1.3% 9,709 $1.5M
Jessup Wealth Management, Inc 0.46% Add +12.2% 9,672 $1.5M
180 Wealth Advisors, LLC 0.15% Add +9.1% 9,608 $1.5M
IHT Wealth Management, LLC 0.03% Add +10.8% 9,421 $1.5M
Fort Sheridan Advisors LLC 0.16% Add +14.2% 9,360 $1.5M
Stephen J. Garry & Associates, LLC 1.06% Add +36.6% 9,215 $1.5M
Shelton Wealth Management, LLC 0.58% Reduce -4.2% 9,204 $1.5M
Intellectus Partners, LLC 0.25% Reduce -8.9% 9,189 $1.5M
New Paradigm Capital Management, LLC 3.04% New 9,000 $1.4M
Mesirow Financial Investment Management, Inc. 0.02% Add +97.5% 8,967 $1.4M
Ameritas Advisory Services, LLC 0.03% Reduce -16.1% 8,920 $1.4M
Nkcfo LLC 0.43% Add +1301.6% 8,900 $1.4M
Okabena Investment Services Inc. 0.25% No change 8,878 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +187.9% 8,860 $1.4M
Invested Advisors 1.22% Add +0.5% 8,717 $1.4M
Prime Capital Investment Advisors, LLC 0.01% Reduce -18.4% 8,694 $1.4M
Bank of New Hampshire 0.29% Add +10750.0% 8,680 $1.4M
Quantbot Technologies LP 0.05% New 8,633 $1.4M
Valley National Advisers Inc. 0.15% Add +4.7% 8,627 $1.4M
Investment Management Corp. /Va/ 1.14% Add +1.0% 8,603 $1.4M
Davis R M Inc. 0.02% Reduce -1.1% 8,597 $1.4M
Resurgent Financial Advisors LLC 0.38% Add +26.9% 8,573 $1.4M
Cercano Management LLC 0.18% New 8,549 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -44.1% 8,510 $1.3M
Newman Dignan & Sheerar, Inc. 0.26% Reduce -0.7% 8,477 $1.3M
Byrne Asset Management LLC 0.73% Reduce -8.8% 8,413 $1.3M
Flagship Harbor Advisors, LLC 0.05% Add +2.5% 8,408 $1.3M
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -0.9% 8,406 $1.3M
Easterly Investment Partners LLC 0.07% Reduce -1.5% 8,406 $1.3M
Argent Trust Co 0.04% Reduce -1.2% 8,397 $1.3M
Rothschild Investment LLC 0.05% Reduce -1.7% 8,382 $1.3M
Sumitomo Mitsui Financial Group, Inc. 0.03% Reduce -13.0% 8,359 $1.3M
VestGen Advisors, LLC 0.04% Add +2.6% 8,298 $1.3M
Kingsview Wealth Management, LLC 0.02% Reduce -2.9% 8,289 $1.3M
Principal Securities, Inc. 0.02% Add +16.0% 8,246 $1.3M
BTG Pactual Asset Management US LLC 0.10% Add +15.1% 8,227 $1.3M
Edgestream Partners, L.P. 0.04% New 8,208 $1.3M
Greenwich Wealth Management LLC 0.05% Reduce -7.9% 8,181 $1.3M
Cornerstone Wealth Management, LLC 0.06% Add +1.3% 8,176 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.13% Reduce -50.0% 8,162 $1.3M
Keystone Financial Group 0.08% New 8,051 $1.3M
CDKV Holdings LLC 1.00% Reduce -8.2% 8,047 $1.3M
Flow Traders U.S. LLC 0.05% Reduce -86.7% 8,017 $1.3M
Viewpoint Capital Management LLC 0.64% No change 8,000 $1.3M
Thompson Siegel & Walmsley LLC 0.02% No change 8,000 $1.3M
Americana Partners, LLC 0.03% New 7,990 $1.3M
First Trust Advisors LP 0.00% New 7,990 $1.3M
Sowell Financial Services LLC 0.04% Add +8.8% 7,924 $1.3M
XTX Topco Ltd 0.02% New 7,859 $1.2M
Csenge Advisory Group 0.05% Add +144.7% 7,753 $1.2M
Commerce Bank 0.01% No change 7,685 $1.2M
Algorithmic Investment Models, LLC 1.41% Reduce -19.0% 7,673 $1.2M
Headinvest, LLC 0.23% Add +5.1% 7,651 $1.2M
Essex Financial Services, Inc. 0.06% Add +23.9% 7,576 $1.2M
Westfield Capital Management Co. LP 0.00% New 7,520 $1.2M
Basso Capital Management, L.P. 0.29% New 7,514 $1.2M
Prudent Man Advisors, LLC 0.27% Reduce -1.7% 7,395 $1.2M
FNY Investment Advisers, LLC 0.43% New 7,385 $1.2M
Citizens Financial Group Inc. 0.01% No change 7,372 $1.2M
DV Trading LLC 0.10% Reduce -47.8% 7,345 $1.2M
Brian Low Financial Group, LLC 0.68% Add +1.1% 7,330 $1.2M
VestGen Investment Management 0.61% Add +16.0% 7,272 $1.2M
Texas Yale Capital Corp. 0.02% No change 7,225 $1.1M
Cheviot Value Management, LLC 0.12% Add +1.4% 7,200 $1.1M
Guerra Pan Advisors, LLC 0.63% Reduce -1.0% 7,182 $1.1M
Ibex Wealth Advisors 0.09% Add +3.4% 7,155 $1.1M
Certuity, LLC 0.06% Add +2.1% 7,116 $1.1M
Pekin Hardy Strauss, Inc. 0.10% Add +72.1% 7,100 $1.1M
RFG Advisory, LLC 0.02% New 7,063 $1.1M
Innovative Advisory Group, LLC 0.85% New 6,998 $1.1M
LGL Partners, LLC 0.40% Add +0.1% 6,970 $1.1M
Savant Capital, LLC 0.00% Add +360.0% 7,286 $1.1M
Nations Financial Group Inc, /Ia/ 0.05% Reduce -9.3% 6,835 $1.1M
Patriot Investment Management Group, Inc. 0.06% Reduce -3.4% 6,812 $1.1M
Connective Capital Management, LLC 0.75% Reduce -71.0% 6,736 $1.1M
Evergreen Capital Management LLC 0.02% No change 6,686 $1.1M
Canton Hathaway, LLC 0.20% No change 6,645 $1.1M
Means Investment Co., Inc. 0.08% Add +3.0% 6,640 $1.1M
Associated Banc-Corp 0.02% Reduce -2.4% 6,639 $1.1M
Storgate, LLC 0.22% Add +137.4% 6,567 $1.0M
Peapack Gladstone Financial Corp. 0.01% Add +1.1% 6,543 $1.0M
Valeo Financial Advisors, LLC 0.02% Add +141.3% 6,499 $1.0M
Endowment Wealth Management, Inc. 0.39% New 6,409 $1.0M
Vista Investment Management 0.31% No change 6,388 $1.0M
TCP Asset Management, LLC 0.11% No change 6,293 $996K
Sharper & Granite LLC 0.31% Reduce -7.7% 6,266 $992K
HBK Sorce Advisory LLC 0.02% Add +8.9% 6,448 $987K
Shepherd Financial Partners LLC 0.08% Add +3.5% 6,184 $979K
Lumbard & Kellner, LLC 0.30% New 6,174 $977K
Stevens Capital Management LP 0.23% Reduce -18.0% 6,162 $975K
Philadelphia Investment Partners, LLC 0.61% Reduce -1.1% 6,151 $974K
Westside Investment Management, Inc. 0.13% Reduce -2.4% 6,150 $973K
Avail Investment Partners, LLC 0.74% Reduce -2.9% 6,104 $966K
Fell Capital Management 0.81% Reduce -0.4% 6,075 $961K
Cambria Investment Management, L.P. 0.05% New 6,061 $959K
Integrity Alliance, Llc. 0.03% Reduce -0.0% 6,059 $959K
AlphaCore Capital LLC 0.02% Reduce -17.7% 6,024 $953K
Pictet North America Advisors SA 0.08% No change 6,020 $953K
Capital Management Associates 1.22% No change 6,000 $950K
US Bancorp \de 0.00% Add +87.8% 5,986 $947K
Freestone Capital Holdings, LLC 0.02% Add +248.1% 5,973 $945K
Wealth Management Partners, LLC 0.22% Add +38.8% 5,946 $941K
EP Wealth Advisors, LLC 0.00% Add +3.0% 5,933 $939K
IPG Investment Advisors LLC 0.13% Add +93.3% 5,908 $935K
Solstein Capital, LLC 0.32% Add +51.3% 5,848 $925K
Pinnacle Financial Partners, Inc. 0.01% Add +6.9% 5,783 $915K
Blue Jean Financial LLC 0.64% New 5,776 $914K
Diversified Trust Co. 0.01% Add +231.9% 5,726 $906K
Old National Bancorp 0.02% Reduce -5.0% 5,669 $897K
Patten & Patten Inc. 0.05% Add +3.1% 5,645 $893K
Stratos Wealth Partners, LTD. 0.01% Add +4.7% 5,622 $890K
McGuire Investment Group, LLC 0.08% Reduce -22.3% 5,618 $889K
Congress Park Capital LLC 0.24% Add +3.0% 5,585 $884K
CWC Advisors, LLC. 0.39% Reduce -2.3% 5,499 $870K
Snowden Capital Advisors LLC 0.02% Reduce -37.9% 5,497 $870K
Glenmede Trust Co. NA 0.00% Add +3.6% 5,457 $864K
Empirical Asset Management, LLC 0.19% Reduce -4.2% 5,418 $857K
Blue Edge Capital, LLC 0.10% No change 5,377 $851K
Level Four Advisory Services, LLC 0.02% Add +223.8% 5,365 $849K
Finivi Inc. 0.43% New 5,302 $839K
Financial Life Planners 0.53% Add +2422.1% 5,246 $830K
TD Waterhouse Canada Inc. 0.00% Add +535.1% 5,265 $824K
Point Windward Advisors Inc. 0.36% Reduce -0.5% 5,132 $812K
Rathbones Group PLC 0.00% No change 5,123 $811K
Alaethes Wealth, LLC 0.24% No change 5,110 $809K
Wedbush Securities Inc. 0.02% Reduce -5.3% 5,081 $804K
Titleist Asset Management, LLC 0.05% Reduce -0.4% 5,016 $794K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% New 5,011 $793K
Mgo One Seven LLC 0.01% Add +3.8% 5,003 $792K
Gruss & Co., LLC 2.08% Add +25.0% 5,000 $791K
BigSur Wealth Management LLC 0.19% No change 5,000 $791K
Prelude Capital Management, LLC 0.06% New 5,000 $791K
Comprehensive Money Management Services LLC 0.50% Add +6.2% 4,996 $791K
Bryant Woods Investment Advisors, LLC 0.22% New 4,992 $790K
Rehmann Capital Advisory Group 0.04% Reduce -1.6% 4,925 $779K
Millennium Capital Advisors, LLC 0.42% Add +3.3% 4,892 $774K
NORTHSTAR ASSET MANAGEMENT Co 0.14% No change 5,100 $767K
Northern Trust Corp. 0.00% Reduce -6.8% 4,848 $767K
StoneX Group Inc. 0.03% Add +107.9% 5,018 $758K
Sargent Investment Group, LLC 0.09% Add +1.5% 4,740 $750K
Jacobi Capital Management LLC 0.04% Add +0.1% 4,710 $745K
Ieq Capital, LLC 0.00% Reduce -38.9% 4,612 $730K
Alpha Wealth Funds, LLC 0.45% Reduce -17.2% 4,612 $730K
FFT Wealth Management LLC 0.11% No change 4,609 $729K
M&T Bank Corp 0.00% No change 4,601 $728K
Silvercrest Asset Management Group LLC 0.00% No change 4,560 $722K
Buck Wealth Strategies, LLC 0.07% New 4,534 $718K
NewEdge Wealth, LLC 0.01% Add +61.5% 4,529 $717K
Caprock Group, LLC 0.01% Reduce -4.8% 4,512 $714K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +800.0% 4,500 $712K
Vontobel Holding Ltd. 0.00% Reduce -39.1% 4,471 $708K
Pacific Center for Financial Services 0.15% Reduce -0.3% 4,362 $690K
Advantage Trust Co 0.24% Add +16.5% 4,245 $672K
Powell Investment Advisors, LLC 0.21% No change 4,245 $672K
United Capital Financial Advisors, LLC 0.00% Reduce -3.4% 4,242 $671K
Chesley Taft & Associates LLC 0.03% No change 4,230 $669K
Apella Capital, LLC 0.01% Reduce -2.3% 4,080 $669K
Perkins Coie Trust Co 0.11% Reduce -1.5% 4,214 $667K
Almanack Investment Partners, LLC. 0.08% Reduce -20.7% 4,209 $666K
Salem Investment Counselors Inc. 0.02% No change 4,176 $661K
Arkadios Wealth Advisors 0.01% Add +5.9% 4,116 $651K
Betterment LLC 0.00% Add +30.6% 4,112 $651K
Intesa Sanpaolo S.p.A. 0.02% Add +100.0% 4,000 $633K
Kazazian Asset Management, LLC 0.57% New 4,000 $633K
Evercore Wealth Management, LLC 0.01% No change 3,992 $632K
Bank Ozk 0.19% No change 3,972 $629K
Ingalls & Snyder LLC 0.02% No change 3,964 $627K
Beaumont Financial Advisors, LLC 0.04% Reduce -4.6% 3,909 $619K
Fortis Advisors, LLC 0.29% Add +0.1% 3,908 $618K
Wellington Shields & Co., LLC 0.14% No change 3,900 $617K
Montecito Bank & Trust 0.09% No change 3,900 $617K
Compass Ion Advisors, LLC 0.05% Add +2.4% 3,876 $613K
Fsa Wealth Partners, Inc. 0.15% New 3,829 $606K
LMCG Investments, LLC 0.03% Add +6.6% 3,825 $605K
First Manhattan Co. Llc. 0.00% Reduce -7.3% 3,800 $601K
DUTCH ASSET Corp 0.30% Reduce -8.5% 3,773 $597K
Fortress Private Ledger, LLC 0.16% New 3,742 $592K
Massar Capital Management, LP 0.20% New 3,730 $590K
Everstar Asset Management, LLC 0.28% New 3,720 $589K
Bridgewater Advisors Inc. 0.03% No change 3,958 $583K
Gladstone Institutional Advisory LLC 0.02% Add +2.4% 3,614 $572K
Two Sigma Securities, LLC 0.05% New 3,610 $571K
NCM Capital Management, LLC 0.17% Add +0.0% 3,585 $567K
Partners Capital Investment Group, LLP 0.02% No change 3,581 $567K
Abundance Wealth Counselors 0.04% Add +28.8% 3,555 $562K
Clare Market Investments LLC 0.10% New 3,552 $562K
Axxcess Wealth Management, LLC 0.01% New 3,535 $559K
Byrne Financial Freedom, LLC 0.22% Reduce -2.8% 3,526 $558K
Waverly Advisors, LLC 0.00% Add +29.6% 3,524 $558K
Sequoia Financial Advisors, LLC 0.00% Add +27.7% 3,523 $557K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -1.1% 3,520 $557K
J. Safra Sarasin Holding AG 0.01% New 3,511 $556K
Lido Advisors, LLC 0.00% Add +28.8% 3,489 $552K
Greystone Financial Group, LLC 0.15% Reduce -2.6% 3,482 $551K
Brevan Howard Capital Management LP 0.01% Reduce -86.9% 3,472 $551K
Mathes Company, Inc. 0.17% No change 3,470 $549K
Miller Investment Management, LP 0.05% No change 3,435 $544K
Fischer Investment Strategies, LLC 0.26% New 3,427 $542K
Great Valley Advisor Group, Inc. 0.01% Add +20.7% 3,420 $542K
IFG Advisory, LLC 0.02% New 3,377 $534K
InTrack Investment Management Inc 0.26% Add +12.6% 3,349 $530K
Chung Wu Investment Group, LLC 0.34% New 3,300 $522K
Interchange Capital Partners, LLC 0.10% New 3,297 $522K
Investment Partners Asset Management, Inc. 0.29% No change 3,273 $518K
Garden State Investment Advisory Services LLC 0.10% Add +6.1% 3,272 $518K
Chatham Capital Group, Inc. 0.06% No change 3,153 $499K
Trademark Financial Management, LLC 0.20% Add +38.7% 3,120 $494K
Bartlett & Co. Wealth Management LLC 0.01% No change 3,120 $494K
Quantinno Capital Management LP 0.00% Add +3.7% 3,106 $492K
KTF Investments, LLC 0.05% Reduce -1.6% 3,104 $491K
Coastwise Capital Group, LLC 0.28% Add +0.1% 3,092 $489K
Money Concepts Capital Corp. 0.02% Reduce -7.2% 3,083 $488K
Doliver Advisors, LP 0.11% No change 3,082 $488K
Warner Financial, Inc. 0.14% Add +0.9% 3,023 $478K
Amplius Wealth Advisors, LLC 0.04% Add +0.1% 3,019 $478K
Park Avenue Securities LLC 0.00% New 3,003 $475K
Kiley Juergens Wealth Management, LLC 0.07% Add +1.8% 2,955 $468K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.4% 2,933 $464K
Tranquilli Financial Advisor LLC 0.25% Add +5.4% 2,926 $463K
Seelaus Asset Management LLC 0.32% Reduce -9.0% 2,895 $458K
Geneos Wealth Management Inc. 0.01% Reduce -5.8% 2,855 $452K
Ascent Group, LLC 0.01% Reduce -17.0% 2,817 $446K
Integral Investment Advisors, Inc. 0.10% Add +40.0% 2,800 $443K
Dorsey & Whitney Trust CO LLC 0.02% No change 2,800 $443K
Wealth Alliance, LLC 0.04% Add +2.8% 2,786 $441K
Phoenix Financial Ltd. 0.00% No change 2,784 $441K
Turtle Creek Wealth Advisors, LLC 0.02% Add +121.0% 2,776 $439K
Fragasso Financial Advisors Inc 0.02% Add +0.1% 2,772 $439K
Parsons Capital Management Inc. 0.02% No change 2,755 $436K
Shulman DeMeo Asset Management LLC 0.08% No change 2,751 $435K
Intellus Advisors LLC 0.05% New 2,750 $435K
Global Financial Private Client, LLC 0.12% Add +13.3% 2,735 $433K
Arnold Financial Planning LLC 0.32% New 2,718 $430K
Private Trust Co. NA 0.03% Reduce -0.8% 2,691 $426K
Apollon Wealth Management, LLC 0.01% Add +59.7% 2,673 $423K
Elm3 Financial Group, LLC 0.29% Reduce -3.9% 2,663 $421K
Avior Wealth Management, LLC 0.01% Add +44.5% 2,658 $421K
Sherman Asset Management, Inc. 0.33% Add +5.9% 2,652 $420K
Shufro Rose & Co. LLC 0.02% No change 2,650 $419K
Financial Solutions Advisory Group, Inc. 0.05% Add +0.5% 2,515 $413K
Banco BTG Pactual S.A. 0.06% No change 2,610 $413K
Waystone Advisors LLC 0.31% Reduce -23.4% 2,592 $410K
Poehling Capital Management, INC. 0.09% Reduce -3.4% 2,585 $409K
Wealthspire Advisors, LLC 0.00% New 2,578 $408K
Rwa Wealth Partners, LLC 0.00% No change 2,563 $406K
Ellis Investment Partners, LLC 0.06% Add +0.0% 2,560 $405K
Financial Partners Group, Inc 0.04% Add +22.6% 2,560 $405K
Motco 0.03% No change 2,555 $404K
Demars Financial Group, LLC 0.11% Reduce -1.9% 2,554 $404K
Melfa Wealth Management, Inc. 0.22% Reduce -61.8% 2,540 $402K
Insigneo Advisory Services, LLC 0.01% Add +19.4% 2,518 $398K
HBW Advisory Services LLC 0.04% Reduce -0.4% 2,507 $397K
Moors & Cabot, Inc. 0.02% Reduce -6.2% 2,504 $396K
Mma Asset Management LLC 0.13% No change 2,502 $396K
Menora Mivtachim Holdings LTD. 0.00% No change 2,500 $396K
Aptus Capital Advisors, LLC 0.00% Reduce -99.1% 2,486 $393K
Courier Capital LLC 0.02% No change 2,485 $393K
Ironwood Investment Counsel, LLC 0.05% No change 2,467 $390K
Synergy Asset Management, LLC 0.04% New 2,459 $389K
Navis Wealth Advisors, LLC 0.15% Reduce -1.3% 2,431 $385K
Auour Investments LLC 0.11% New 2,425 $384K
Simplicity Wealth,LLC 0.01% Add +0.8% 2,386 $378K
Quarry LP 0.06% Reduce -82.1% 2,380 $377K
Wealthcare Advisory Partners LLC 0.01% Add +26.3% 2,377 $376K
Aries Wealth Management 0.07% Reduce -14.5% 2,360 $373K
Covenant Asset Management, LLC 0.07% No change 2,343 $371K
Bank of New York Mellon Corp 0.00% Reduce -38.5% 2,332 $369K
Focus Financial Network, Inc. 0.01% Add +44.7% 2,324 $368K
Spinnaker Trust 0.02% No change 2,310 $366K
Pinnacle Family Advisors, LLC 0.15% New 2,300 $364K
Stephens Inc. 0.00% Reduce -1.9% 2,280 $361K
Steel Grove Capital Advisors, LLC 0.03% No change 2,272 $360K
AdvisorNet Financial, Inc 0.02% Add +22.8% 2,265 $358K
Integrated Advisors Network LLC 0.02% Reduce -21.6% 2,260 $358K
Stirlingshire Investments, Inc. 0.26% New 2,252 $356K
Fifth Third Wealth Advisors LLC 0.01% Add +9.1% 2,252 $356K
RFP Financial Group LLC 0.16% New 2,242 $355K
Continental Investors Services, Inc. 0.28% Add +0.1% 2,318 $355K
Regal Investment Advisors LLC 0.02% Add +19.5% 2,233 $353K
Visionary Wealth Advisors 0.01% Reduce -3.4% 2,231 $353K
Round Rock Advisors LLC 0.05% No change 2,219 $351K
Anchor Investment Management, LLC 0.03% No change 2,217 $351K
Macroview Investment Management LLC 0.22% No change 2,204 $349K
Dynamic Wealth Strategies, LLC 0.19% No change 2,201 $348K
Benjamin Edwards Inc. 0.00% No change 2,197 $348K
Maridea Wealth Management LLC 0.04% Add +22.9% 2,151 $340K
Florida Trust Wealth Management Co 0.01% No change 2,151 $340K
STG Securities, LLC 0.37% — 2,136 $338K
Blueline Advisors LLC 0.23% Add +110.9% 2,130 $337K
HB Wealth Management, LLC 0.00% Reduce -2.8% 2,128 $337K
Peterson Wealth Management 0.16% Add +54.3% 2,118 $335K
Missouri Trust & Investment Co 0.09% Add +7.1% 2,275 $334K
Victory Financial Group, LLC 0.04% Add +18.0% 2,113 $334K
M3 Advisory Group, LLC 0.17% Add +1.4% 2,101 $332K
Blue Trust, Inc. 0.00% Add +17383.3% 2,098 $332K
Sigma Planning Corp 0.01% Reduce -86.3% 2,090 $331K
Credit Agricole S A 0.00% Reduce -86.8% 2,085 $330K
WBH Advisory Inc. 0.02% No change 2,080 $329K
AlphaStar Capital Management, LLC 0.02% Add +0.9% 2,077 $329K
Ignite Planners, LLC 0.04% Reduce -12.9% 2,057 $326K
Waterfront Wealth Inc. 0.05% No change 2,041 $325K
Stratos Wealth Advisors, LLC 0.02% Add +4.2% 2,045 $324K
Capital Investment Advisory Services, LLC 0.02% Reduce -0.5% 2,044 $323K
Zuckerman Investment Group, LLC 0.03% No change 2,023 $320K
Beaton Management Co. Inc. 0.13% No change 2,022 $320K
Financial Council, LLC 0.10% No change 2,008 $318K
Sloy Dahl & Holst, LLC 0.04% Add +0.1% 2,008 $318K
Richwood Investment Advisors, LLC 0.22% New 2,004 $317K
TCTC Holdings, LLC 0.01% No change 2,003 $317K
Next Capital Management LLC 0.09% No change 2,000 $317K
J. Goldman & Co LP 0.01% No change 2,000 $317K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.2% 1,990 $315K
Afg Fiduciary Services Limited Partnership 0.23% Reduce -25.3% 1,856 $298K
New England Private Wealth Advisors LLC 0.03% No change 1,975 $297K
Maltin Wealth Management, Inc. 0.10% New 1,870 $296K
Financial Engines Advisors L.L.C. 0.00% Add +4.2% 1,864 $295K
Lanark Financial, Inc. 0.02% Reduce -32.4% 1,850 $293K
Cornerstone Planning, LLC 0.07% No change 1,834 $290K
Fiduciary Group, LLC 0.02% No change 1,832 $290K
KPP Advisory Services LLC 0.04% No change 1,830 $290K
Rinkey Investments 0.07% Add +9.1% 1,828 $289K
Ballentine Partners, LLC 0.00% Reduce -5.8% 1,827 $289K
High Net Worth Advisory Group LLC 0.06% Reduce -0.1% 1,819 $288K
Presidio Capital Management, LLC 0.07% Add +3.7% 1,812 $287K
Arlington Financial Advisors, LLC 0.04% No change 1,809 $286K
Friedenthal Financial 0.13% Add +3242.6% 1,805 $286K
Invst, LLC 0.03% Reduce -9.9% 1,802 $285K
Vance Wealth, LLC 0.06% No change 1,786 $283K
Merit Financial Group, LLC 0.00% Reduce -8.9% 1,758 $278K
Sonata Capital Group Inc. 0.09% Add +9.4% 1,750 $277K
Runnymede Capital Advisors, Inc. 0.16% No change 1,748 $277K
K.J. Harrison & Partners Inc 0.04% No change 1,720 $272K
Brighton Jones LLC 0.01% New 1,719 $272K
Sightline Wealth Advisors, LLC 0.10% No change 1,715 $271K
Glenview Trust Co 0.00% No change 1,711 $271K
Ausdal Financial Partners, Inc. 0.01% Reduce -5.3% 1,706 $270K
Sound Stewardship, LLC 0.11% Reduce -2.9% 1,697 $269K
Arrow Financial Corp 0.02% No change 1,696 $268K
Register Financial Advisors LLC 0.08% Add +10.1% 1,695 $268K
Nicholson Wealth Management Group, LLC 0.16% No change 1,692 $268K
Beacon Financial Advisory LLC 0.05% New 1,688 $267K
KRS Capital Management, LLC 0.12% No change 1,683 $266K
Clearstead Advisors, LLC 0.00% No change 1,681 $266K
Midwest Trust Co 0.00% Add +3.8% 1,675 $265K
Crestwood Advisors Group, LLC 0.00% No change 1,660 $263K
OneDigital Investment Advisors LLC 0.00% New 1,621 $257K
Guilbault Capital LLC 0.26% New 1,619 $256K
Princeton Global Asset Management LLC 0.04% Reduce -0.9% 1,616 $256K
Prospect Financial Services LLC 0.13% No change 1,606 $254K
Banco Santander, S.A. 0.00% Reduce -45.7% 1,606 $254K
World Investment Advisors 0.00% Reduce -1.4% 1,924 $254K
Castleview Partners, LLC 0.11% New 1,602 $254K
Sterling Investment Counsel, LLC 0.06% Add +0.1% 1,599 $253K
Vise Technologies, Inc. 0.00% New 1,599 $253K
BIP Wealth, LLC 0.01% New 1,597 $253K
Bragg Financial Advisors, Inc 0.01% New 1,596 $253K
Investment Partners, LTD. 0.08% New 1,591 $252K
McAdam, LLC 0.01% Reduce -1.8% 1,585 $251K
Cornell Pochily Investment Advisors, Inc. 0.07% New 1,574 $249K
Quantum Financial Partners LLC 0.13% — 1,568 $248K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,550 $246K
Knollwood Investment Advisory, LLC 0.02% New 1,553 $246K
Bison Wealth, LLC 0.02% New 1,528 $246K
Granite FO LLC 0.13% No change 1,550 $245K
Kingsbury Capital Investment Advisors LLC 0.21% New 1,548 $245K
KMT Wealth Management, LLC 0.21% New 1,548 $245K
Chiron Capital Management, LLC 0.22% Reduce -20.8% 1,542 $244K
Carson Advisory Inc. 0.11% New 1,531 $242K
International Assets Investment Management, LLC 0.01% Add +83.4% 1,539 $241K
Sfmg, LLC 0.01% New 1,516 $240K
True North Advisors, LLC 0.02% New 1,515 $240K
Manchester Capital Management LLC 0.03% Add +7.8% 1,512 $239K
Oakworth Capital, Inc. 0.01% Add +32.9% 1,524 $239K
Junk Investment Group, LLC 0.11% New 1,509 $239K
Davis Investment Partners, LLC 0.07% New 1,506 $238K
Pier 88 Investment Partners LLC 0.39% Add +36.4% 1,500 $237K
Tyche Wealth Partners LLC 0.03% New 1,494 $236K
Paragon Private Wealth Management, LLC 0.06% New 1,493 $236K
Fortis Capital Advisors, LLC 0.03% New 1,492 $236K
Belpointe Asset Management LLC 0.01% New 1,492 $236K
Capital Wealth Alliance, LLC 0.11% New 1,490 $236K
BlackDiamond Wealth Management, LLC 0.10% Reduce -14.4% 1,490 $236K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -62.5% 1,468 $232K
Adell Harriman & Carpenter Inc. 0.01% Reduce -6.9% 1,464 $232K
LVW Advisors, LLC 0.02% New 1,464 $232K
Tempus Wealth Planning, LLC 0.05% New 1,464 $232K
Sunrise Financial Services, LLC 0.14% Add +1.3% 1,458 $231K
Tolleson Wealth Management, Inc. 0.03% New 1,434 $227K
Vertrix Wealth Management, LLC 0.08% Reduce -22.9% 1,432 $227K
GR Financial Group, LLC 0.03% New 1,431 $227K
New Wave Wealth Advisors LLC 0.06% New 1,430 $226K
Trust Co. of Vermont 0.01% — 1,426 $226K
Cordoba Advisory Partners LLC 0.05% New 1,425 $226K
Mitchell Sinkler & Starr 0.09% New 1,400 $222K
Fortitude Family Office, LLC 0.04% No change 1,400 $222K
Allied Private Wealth LLC 0.14% — 1,353 $221K
Calton & Associates, Inc. 0.03% Reduce -73.4% 1,393 $221K
Guardian Asset Advisors, LLC 0.10% New 1,380 $218K
Weaver Consulting Group 0.04% New 1,373 $217K
Investment Management Trust, LLC 0.19% New 1,371 $217K
Southland Equity Partners LLC 0.04% Reduce -82.3% 1,371 $217K
Tobias Financial Advisors, Inc. 0.03% New 1,355 $214K
Andrews Advisory Associates, LLC 0.10% New 1,333 $211K
Pacific Sun Financial Corp 0.09% New 1,330 $210K
Milestone Asset Management, LLC 0.03% New 1,327 $210K
Howard Wealth Management, LLC 0.08% New 1,318 $209K
Latitude Advisors, LLC 0.08% New 1,318 $209K
Essex Bank 0.04% New 1,312 $208K
Laurel Oak Wealth Management, LLC 0.03% New 1,310 $207K
Cyndeo Wealth Partners, LLC 0.01% New 1,305 $207K
Pacific Excel Wealth Advisors, Inc. 0.08% New 1,300 $206K
Heritage Family Offices, LLP 0.08% New 1,300 $206K
Baldwin Wealth Partners LLC 0.01% New 1,295 $205K
Plan A Wealth LLC 0.09% New 1,292 $204K
Choreo, LLC 0.00% New 1,292 $204K
Aprio Wealth Management, LLC 0.01% New 1,289 $204K
Willner & Heller, LLC 0.13% New 1,284 $203K
PeakShares LLC 0.15% Reduce -23.8% 1,284 $203K
Kintra Wealth, LLC 0.01% New 1,288 $202K
Pettinga Financial Advisors LLC 0.03% Reduce -75.3% 1,275 $202K
Gilpin Wealth Management, LLC 0.14% Add +0.6% 1,273 $201K
Fairfield, Bush & Co. 0.10% New 1,270 $201K
Allworth Financial LP 0.00% Reduce -16.7% 1,270 $201K
Genesee Capital Advisors, LLC 0.06% New 1,269 $201K
Rollins Financial Advisors, LLC 0.03% New 1,266 $200K
Centaurus Financial, Inc. 0.01% No change 1,254 $199K
N.E.W. Advisory Services LLC 0.01% Add +146.8% 1,256 $199K
CoreCap Advisors, LLC 0.01% Reduce -22.4% 1,240 $196K
St Germain D J Co. Inc. 0.01% Add +3.3% 1,239 $196K
Creative Financial Designs Inc. 0.01% Add +200.8% 1,194 $189K
EverSource Wealth Advisors, LLC 0.01% Reduce -93.4% 1,188 $188K
Innovative Asset Advisors Group, LLC 0.08% Add +27.0% 1,175 $186K
MetLife Investment Management, LLC 0.00% Add +0.7% 1,170 $185K
BlueCrest Capital Management Ltd 0.01% New 1,169 $185K
Key Financial Inc 0.03% No change 1,168 $185K
Wolff Wiese Magana LLC 0.08% Reduce -2.3% 1,066 $169K
Signaturefd, LLC 0.00% Add +0.1% 1,034 $164K
Ramsey Quantitative Systems 0.14% New 1,000 $158K
Hanson & Doremus Investment Management 0.01% No change 818 $129K
EPG Wealth Management LLC 0.03% Add +0.1% 812 $128K
Citizens National Bank Trust Department 0.02% No change 776 $123K
Mather Group, Llc. 0.00% Reduce -17.1% 776 $123K
Ramirez Asset Management, Inc. 0.01% No change 775 $123K
Brown Brothers Harriman & Co. 0.00% Add +401.5% 672 $106K
Cassaday & Co Wealth Management LLC 0.00% No change 665 $105K
Ancora Advisors LLC 0.00% Reduce -17.1% 660 $104K
Private Wealth Management Group, LLC 0.02% New 659 $104K
Boreal Capital Management LLC 0.09% No change 642 $102K
GW&K Investment Management, LLC 0.00% New 621 $98K
Anchor Bay Capital, Inc. 0.05% — 612 $97K
China Universal Asset Management Co., Ltd. 0.01% No change 608 $96K
Axiom Investment Management LLC 0.06% Add +196.1% 604 $96K
Caldwell Trust Co 0.01% Reduce -9.1% 600 $95K
High Note Wealth, LLC 0.02% No change 595 $94K
GAMMA Investing LLC 0.00% Add +898.3% 589 $93K
Realta Investment Advisors 0.03% No change 588 $93K
Adirondack Trust Co. 0.03% Add +21.1% 575 $91K
Hollencrest Capital Management 0.01% Add +34.1% 550 $87K
SOA Wealth Advisors, LLC. 0.01% Reduce -99.4% 543 $86K
Family Manage LLC 0.01% New 537 $85K
Elevation Wealth Partners, LLC 0.03% Add +0.2% 537 $85K
FAS Wealth Partners, Inc. 0.00% Reduce -35.2% 522 $83K
Toronto Dominion Bank 0.00% Add +2882.3% 507 $80K
First Bancorp, Inc 0.03% New 482 $76K
Bokf, NA 0.00% No change 464 $73K
Premier Financial Group 0.01% No change 458 $72K
Hartford Financial Management Inc. 0.02% New 455 $72K
Vestor Capital, LLC 0.00% New 422 $72K
Rialto Wealth Management, LLC 0.01% New 449 $71K
Cranbrook Wealth Management, LLC 0.01% No change 446 $71K
Community Financial Services Group, LLC 0.01% Add +88.0% 423 $66K
Barnes Dennig Private Wealth Management LLC 0.05% Add +3.0% 405 $64K
Forum Finance Group S.A. 0.02% No change 500 $64K
Evolution Wealth Management Inc. 0.04% No change 401 $63K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 400 $63K
Halbert Hargrove Global Advisors, LLC 0.00% No change 400 $63K
Howe & Rusling Inc. 0.00% No change 386 $61K
Fairscale Capital, LLC 0.04% No change 385 $61K
Fiduciary Financial Advisors 0.01% New 367 $58K
Murphy & Mullick Capital Management Corp 0.04% No change 165 $58K
Davis Capital Management 0.03% No change 352 $56K
Vima LLC 0.05% — 343 $54K
Acumen Wealth Advisors, LLC 0.01% Add +17.7% 332 $53K
Main Management LLC 0.00% Reduce -68.0% 330 $52K
Activest Wealth Management 0.01% Reduce -8.4% 329 $52K
Ballast Advisors LLC 0.01% No change 309 $49K
Aventura Private Wealth, LLC 0.01% Add +207.0% 307 $49K
DHJJ Financial Advisors, Ltd. 0.01% No change 302 $48K
Provident Wealth Management, LLC 0.01% No change 300 $47K
Quaker Wealth Management, LLC 0.01% No change 291 $46K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 291 $46K
Greykasell Wealth Strategies, Inc. 0.02% No change 285 $45K
JFS Wealth Advisors, LLC 0.00% Add +136.5% 272 $43K
Caitlin John, LLC 0.02% Add +322.6% 262 $41K
Align Financial, LLC 0.02% No change 253 $40K
Nalls Sherbakoff Group, LLC 0.03% No change 250 $40K
Intesa Sanpaolo Wealth Management 0.01% No change 250 $40K
Trifecta Capital Advisors, LLC 0.01% No change 245 $39K
Adkins Seale Capital Management LLC 0.03% No change 240 $38K
SHP Wealth Management 0.00% Add +4660.0% 238 $38K
Prestige Wealth Management Group LLC 0.01% No change 236 $37K
Crewe Advisors LLC 0.00% No change 230 $36K
Morling Financial Advisors, LLC 0.01% New 228 $36K
Eastern Bank 0.00% No change 228 $36K
HighMark Wealth Management LLC 0.01% No change 221 $35K
Golden State Wealth Management, LLC 0.00% No change 219 $35K
Centiva Capital, LP 0.00% New 208 $33K
Pacifica Partners Inc. 0.01% No change 200 $32K
Bellevue Asset Management, LLC 0.01% No change 200 $32K
Glassman Wealth Services 0.00% New 200 $32K
Consultiva Wealth Management, Corp. 0.07% No change 200 $32K
Quantum Portfolio Management LLC 0.01% New 200 $32K
North Star Investment Management Corp. 0.00% Add +100.0% 200 $32K
Hilton Head Capital Partners, LLC 0.01% No change 187 $30K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -57.0% 185 $29K
Steigerwald, Gordon & Koch Inc. 0.00% No change 180 $28K
Evermay Wealth Management LLC 0.00% No change 175 $28K
Angeles Wealth Management, LLC 0.00% New 175 $28K
Godfrey Financial Associates, Inc. 0.02% No change 170 $27K
Smartleaf Asset Management LLC 0.00% No change 166 $26K
Gill Capital Partners, LLC 0.01% No change 165 $26K
Russell Investments Group, Ltd. 0.00% Reduce -16.1% 161 $26K
Lodestone Wealth Management LLC 0.01% No change 160 $25K
SJS Investment Consulting Inc. 0.00% No change 154 $24K
Sankala Group LLC 0.02% No change 150 $24K
Ascentis Independent Advisors 0.06% Reduce -53.7% 151 $24K
Bayban 0.02% No change 150 $24K
Mark Sheptoff Financial Planning, LLC 0.01% No change 150 $24K
Alerus Financial NA 0.00% No change 140 $22K
Smallwood Wealth Investment Management, LLC 0.01% No change 135 $21K
Robinswood Financial LLC 0.01% No change 125 $20K
IMA Advisory Services, Inc. 0.00% New 121 $19K
Addison Advisors LLC 0.01% Reduce -78.5% 115 $18K
United Community Bank 0.01% No change 115 $18K
Smithfield Trust Co 0.00% No change 114 $18K
Coastline Trust Co 0.00% No change 110 $17K
Founders Financial Alliance, LLC 0.00% No change 101 $16K
Pin Oak Investment Advisors Inc. 0.01% No change 100 $16K
Caldwell Sutter Capital, Inc. 0.01% No change 100 $16K
Field & Main Bank 0.00% No change 100 $16K
Rossby Financial, LCC 0.00% Reduce -60.0% 100 $16K
MCF Advisors LLC 0.00% New 100 $16K
Farmers & Merchants Investments Inc. 0.00% No change 94 $15K
ARK Investment Management 0.00% New 94 $15K
Bell Investment Advisors, Inc 0.00% No change 93 $15K
Wilmington Savings Fund Society, FSB 0.00% No change 91 $14K
Seneschal Advisors, LLC 0.01% No change 90 $14K
Keating Financial Advisory Services, Inc. 0.00% No change 90 $14K
Osbon Capital Management LLC 0.01% Add +1.2% 83 $13K
JDM Financial Group LLC 0.00% No change 80 $13K
HM Payson & Co. 0.00% Add +18.5% 64 $10K
Johnson Financial Group, Inc. 0.00% Add +3.3% 63 $10K
Redwood Park Advisors LLC 0.01% No change 60 $9K
Crews Bank & Trust 0.00% No change 60 $9K
Clearstead Trust, LLC 0.00% No change 59 $9K
Abound Wealth Management 0.00% No change 57 $9K
Cornerstone Planning Group LLC 0.00% Add +18.8% 57 $9K
Covestor Ltd 0.00% Add +136.4% 52 $8K
Orion Capital Management LLC 0.00% No change 50 $8K
Hilltop National Bank 0.00% No change 50 $8K
HHM Wealth Advisors, LLC 0.00% No change 50 $8K
McGuire Capital Advisors Inc. 0.00% New 43 $7K
Proffitt & Goodson Inc. 0.00% No change 43 $7K
Strive Financial Group ,LLC 0.00% No change 42 $7K
Signature Resources Capital Management, LLC 0.00% New 41 $6K
United Financial Planning Group LLC 0.00% No change 40 $6K
UMB Bank, n.a. 0.00% No change 35 $6K
Ashton Thomas Securities, LLC 0.00% New 33 $5K
Tsfg, LLC 0.00% No change 32 $5K
Central Pacific Bank - Trust Division 0.00% Add +11.1% 30 $5K
Cullen/Frost Bankers, Inc. 0.00% New 26 $4K
TD Capital Management LLC 0.00% No change 24 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 22 $3K
Front Row Advisors LLC 0.00% No change 20 $3K
Richard W. Paul & Associates, LLC 0.00% No change 19 $3K
SYM FINANCIAL Corp 0.00% New 18 $3K
CENTRAL TRUST Co 0.00% No change 17 $3K
NFSG Corp 0.00% No change 15 $2K
Ameriflex Group, Inc. 0.00% No change 15 $2K
Nemes Rush Group LLC 0.00% No change 15 $2K
Asset Dedication, LLC 0.00% New 15 $2K
Signature Equity Partners, LLC 0.00% New 14 $2K
Basepoint Wealth LLC 0.00% New 10 $2K
MPWM Advisory Solutions, LLC 0.00% No change 10 $2K
WealthShield Partners, LLC 0.00% Reduce -98.5% 10 $2K
CNB Bank 0.00% No change 8 $1K
1620 Investment Advisors, Inc. 0.00% No change 7 $1K
Copia Wealth Management 0.00% No change 7 $1K
Key Capital Management, INC 0.00% No change 7 $1K
Grey Ledge Advisors, LLC 0.00% No change 7 $1K
LM Advisors LLC 0.00% Add +595.3% 6,640 $1K
Bogart Wealth, LLC 0.00% No change 6 $955
Cape Investment Advisory, Inc. 0.00% New 6 $950
Dunhill Financial, LLC 0.00% New 5 $791
Larson Financial Group LLC 0.00% Reduce -97.3% 5 $791
GFS Advisors, LLC 0.00% Reduce -1.0% 15,222 $475
Banque Cantonale Vaudoise 0.00% Reduce -39.5% 2,001 $317
Horizon Investments, LLC 0.00% Reduce -50.0% 2 $316

"% 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.