SS SPDR S&P Biotech ETFXBIETF
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 170 | $676.2M |
| Exits | 48 | $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.