SS Materials Select SectorXLBETF

13F holders, Q2 2025 (June 30)
771holders −14
63new positions
77sold out
6famous investors
$87.82avg. 13F price*

At the end of Q2 2025, 771 institutions reported holding SS Materials Select Sector (XLB) in their 13F filings, down 14 from Q1 2025. 63 opened new positions and 77 sold out. The largest holders were Bank of America Corp. ($473.7M), Barclays PLC ($404.3M) and Morgan Stanley ($396.2M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
SS Materials Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 2025)
CUSIP
81369Y100
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 793Q1 2024Q2 2024: 796Q2 2024Q3 2024: 799Q3 2024Q4 2024: 814Q4 2024Q1 2025: 785Q1 2025Q2 2025: 771Q2 2025Q3 2025: 773Q3 2025Q4 2025: 809Q4 2025Q1 2026: 904Q1 2026Q2 2026: 932Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions63$138.4M
Exits77$389.7M

All 13F filers, Q1 2025 → Q2 2025: 11,101,868 shares bought and 17,555,212 shares sold, net −6,453,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 771 holders

Bank of America Corp. 0.04% Reduce -14.4% 5,395,067 $473.7M
Barclays PLC 0.16% Add +5150.1% 4,604,792 $404.3M
Morgan Stanley 0.03% Reduce -27.8% 4,511,970 $396.2M
Goldman Sachs Group Inc. 0.04% Reduce -48.3% 3,039,636 $266.9M
BNP Paribas Financial Markets 0.14% Add +6765.7% 2,069,403 $181.7M
Cibc World Market Inc. 0.33% Add +72.1% 1,722,214 $151.2M
Wells Fargo & Company 0.02% Reduce -11.2% 1,236,136 $108.5M
UBS Group AG 0.02% Add +10.6% 1,071,008 $94.0M
LPL Financial LLC 0.03% Reduce -4.9% 991,523 $87.1M
Menora Mivtachim Holdings LTD. 0.49% Reduce -51.0% 966,350 $84.9M
SRB Corp. 4.56% Add +18.4% 864,790 $75.9M
EP Wealth Advisors, LLC 0.49% Add +6.4% 853,504 $74.9M
Factory Mutual Insurance Co. 0.80% No change 833,800 $73.2M
Migdal Insurance & Financial Holdings Ltd. 0.85% No change 820,000 $72.0M
Ameriprise Financial Inc. 0.02% Add +47.2% 806,879 $70.8M
Commerce Bank 0.41% Reduce -3.1% 800,160 $70.3M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Reduce -55.6% 800,000 $70.2M
Caisse de depot et placement du Quebec 0.12% Add +36.1% 655,333 $57.5M
Harel Insurance Investments & Financial Services Ltd. 0.56% Reduce -0.0% 553,603 $48.6M
Alps Advisors Inc. 0.28% Add +4.1% 545,347 $47.9M
Natixis 0.22% Reduce -50.1% 500,000 $43.9M
Envestnet Asset Management Inc. 0.01% Reduce -3.3% 482,367 $42.4M
Raymond James Financial Inc. 0.01% Reduce -3.4% 467,622 $41.1M
PGIM Custom Harvest LLC 0.81% Add +23.0% 448,710 $39.4M
Royal Bank of Canada 0.01% Add +8.7% 399,090 $35.0M
Cetera Investment Advisers 0.06% Reduce -2.1% 397,957 $34.9M
Advisory Alpha, LLC 0.84% Add +35.2% 306,230 $26.9M
Qube Research & Technologies Ltd 0.04% Add +19055.3% 304,570 $26.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% New 276,232 $24.3M
Hancock Whitney Corp. 0.44% New 264,869 $23.3M
Focus Partners Wealth 0.04% Add +0.1% 234,775 $20.6M
RiverFront Investment Group, LLC 0.39% Reduce -1.3% 230,409 $20.2M
Millennium Management 0.02% Reduce -82.0% 229,573 $20.2M
Condire Management, LP 2.88% New 227,517 $20.0M
PNC Financial Services Group, Inc. 0.01% Reduce -3.8% 226,432 $19.9M
Agf Management Ltd. 0.09% Add +79.8% 222,629 $19.5M
Cornerstone Advisors, LLC 0.60% Reduce -6.5% 197,400 $17.3M
Legal & General Group Plc 0.00% Add +0.6% 194,432 $17.1M
Dakota Wealth Management 0.34% Add +4.2% 183,307 $16.1M
Country Trust Bank 0.36% Add +0.3% 181,151 $15.9M
J.Safra Asset Management Corp 1.03% Add +1.8% 168,529 $14.8M
Cwm, LLC 0.05% Reduce -4.3% 160,087 $14.1M
Citigroup Inc. 0.01% Reduce -42.5% 157,525 $13.8M
JPMorgan Chase & Co. 0.00% Reduce -44.1% 156,400 $13.7M
Northern Trust Corp. 0.00% Reduce -0.9% 155,725 $13.7M
Estate Counselors, LLC 1.34% Reduce -2.0% 155,623 $13.7M
Prestige Wealth Management Group LLC 2.60% Add +32367.0% 145,452 $12.8M
Corient Private Wealth LP 0.02% Add +7.9% 137,124 $12.0M
Park Avenue Securities LLC 0.11% Add +31.1% 134,390 $11.8M
Van Eck Associates Corp. 0.01% Add +23.6% 130,339 $11.4M
HighTower Advisors, LLC 0.01% Reduce -2.4% 129,107 $11.3M
Trust Asset Management LLC 0.84% No change 129,052 $11.3M
WINTON GROUP Ltd 0.56% New 125,739 $11.0M
Fifth Third Bancorp 0.04% Reduce -5.3% 121,381 $10.7M
Biltmore Wealth Management, LLC 4.21% Add +1.5% 118,527 $10.4M
TCV Trust & Wealth Management, Inc. 0.91% Add +0.3% 118,450 $10.4M
Osaic Holdings, Inc. 0.02% Add +1.9% 116,968 $10.3M
Atlantic Union Bankshares Corp 0.23% New 112,830 $9.9M
KCM Investment Advisors LLC 0.33% Add +8.5% 111,212 $9.8M
AE Wealth Management LLC 0.07% Add +8.7% 108,405 $9.5M
Commonwealth Equity Services, LLC 0.01% Reduce -13.5% 107,580 $9.4M
Itau Unibanco Holding S.A. 0.35% Reduce -11.7% 105,301 $9.2M
Bank of Montreal 0.00% Add +4.1% 104,581 $9.2M
Private Wealth Advisors, LLC 3.57% Reduce -1.0% 103,590 $9.1M
Rockefeller Capital Management L.P. 0.02% Add +11.3% 100,785 $8.9M
Tudor Investment Corporation 0.06% Add +2583.9% 94,849 $8.3M
Hirtle & Co., LLC 0.35% Reduce -0.6% 92,920 $8.2M
US Bancorp \de 0.01% Reduce -5.6% 92,637 $8.1M
Full Sail Capital, LLC 0.47% Add +2.2% 92,144 $8.1M
Swan Global Investments, LLC 0.36% Reduce -8.2% 87,498 $7.7M
Meitav Investment House Ltd. 0.10% No change 87,128 $7.7M
Simplex Trading, LLC 0.21% Add +20.8% 86,906 $7.6M
1832 Asset Management L.P. 0.01% Add +4.7% 85,651 $7.5M
Exchange Traded Concepts, LLC 0.09% Reduce -83.6% 84,377 $7.4M
Janney Montgomery Scott LLC 0.02% Add +16.7% 84,148 $7.4M
Jmac Enterprises LLC 1.55% Reduce -28.6% 82,504 $7.2M
Trilogy Capital Inc. 0.35% New 81,266 $7.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.3% 78,478 $6.9M
Old National Bancorp 0.12% Add +250.2% 76,849 $6.7M
SG Americas Securities, LLC 0.03% Reduce -59.0% 76,261 $6.7M
Integrated Wealth Concepts LLC 0.07% Reduce -14.4% 75,879 $6.7M
New York Life Investment Management LLC 0.06% Add +23.7% 72,590 $6.4M
Stifel Financial Corp. 0.01% Reduce -35.7% 72,557 $6.4M
First Interstate Bank 0.36% Reduce -2.2% 70,396 $6.2M
Walleye Capital LLC 0.06% Add +235.4% 70,288 $6.2M
Truist Financial Corp. 0.01% Reduce -5.8% 70,141 $6.2M
BlackRock, Inc. 0.00% Reduce -10.3% 69,303 $6.1M
Graypoint LLC 0.34% Add +0.0% 68,970 $6.1M
Peapack Gladstone Financial Corp. 0.09% Reduce -0.7% 68,392 $6.0M
LifePlan Financial, LLC 4.52% Add +4.2% 62,181 $5.5M
CMH Wealth Management LLC 1.25% Reduce -0.9% 60,988 $5.4M
Ayalon Insurance Comp Ltd. 1.53% No change 60,245 $5.3M
Armstrong Advisory Group, Inc. 0.40% Reduce -1.7% 60,067 $5.3M
Capital Insight Partners, LLC 0.90% Reduce -9.3% 59,141 $5.2M
First Merchants Corp. 0.19% Reduce -6.3% 56,976 $5.0M
Martin & Co. Inc. 0.91% Reduce -0.8% 56,605 $5.0M
One Wealth Map LLC 2.72% Add +9.0% 54,645 $5.0M
Bar Harbor Wealth Management 0.31% Reduce -1.9% 55,237 $4.9M
Tamar Securities, LLC 0.58% Add +3.3% 54,172 $4.8M
SummitTX Capital, L.P. 0.20% New 52,426 $4.6M
Krilogy Financial LLC 0.26% Add +5.7% 52,417 $4.6M
Mariner, LLC 0.01% Reduce -23.7% 52,201 $4.6M
Charles Schwab Investment Management Inc. 0.00% Add +0.6% 51,431 $4.5M
Meiji Yasuda Life Insurance Co 0.13% Reduce -78.6% 51,417 $4.5M
Cerity Partners LLC 0.01% Add +29.4% 50,247 $4.4M
Hudson Bay Capital Management LP 0.03% New 50,000 $4.4M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -4.6% 48,696 $4.3M
Fortem Financial Group, LLC 1.37% Reduce -9.7% 48,546 $4.3M
MML Investors Services, LLC 0.01% Reduce -23.6% 48,062 $4.2M
Beacon Pointe Advisors, LLC 0.04% Add +38.1% 47,749 $4.2M
Kestra Advisory Services, LLC 0.02% Reduce -24.3% 47,258 $4.1M
Florida Trust Wealth Management Co 0.13% Add +11.9% 46,648 $4.1M
Cullen Capital Management, LLC 0.05% Add +474.6% 45,086 $4.0M
Private Advisor Group, LLC 0.02% Add +6.1% 44,936 $3.9M
Gladstone Institutional Advisory LLC 0.16% Reduce -15.6% 44,187 $3.9M
Measured Wealth Private Client Group, LLC 1.16% Add +2.9% 44,109 $3.9M
Caption Management, LLC 0.35% New 43,000 $3.8M
Thor Trading Advisors, LLC 4.70% New 42,725 $3.8M
Great Valley Advisor Group, Inc. 0.08% Reduce -0.5% 42,375 $3.7M
Walleye Trading LLC 0.09% New 40,698 $3.6M
NBT Bank, N.A. 0.24% Reduce -2.1% 40,542 $3.6M
Obsidian Personal Planning Solutions LLC 1.43% Add +3.4% 40,251 $3.5M
Creative Planning 0.00% Add +17.6% 39,944 $3.5M
CX Institutional 0.12% Add +11.8% 39,591 $3.5M
Miller Investment Management, LP 0.36% Reduce -27.9% 39,060 $3.4M
Jaffetilchin Investment Partners, LLC 0.22% Add +1.0% 38,894 $3.4M
EHP Funds Inc. 3.86% Reduce -59.7% 38,300 $3.4M
DRW Securities, LLC 0.23% Add +723.6% 37,887 $3.3M
SkyView Investment Advisors, LLC 0.47% Add +1.9% 37,382 $3.3M
Quantinno Capital Management LP 0.01% Add +32.8% 36,924 $3.2M
Legacy Private Trust Co. 0.21% Reduce -2.2% 36,331 $3.2M
Avantax Advisory Services, Inc. 0.02% Add +28.5% 36,158 $3.2M
Equitable Holdings, Inc. 0.03% Add +10.9% 35,658 $3.1M
IHT Wealth Management, LLC 0.09% Add +53.5% 35,527 $3.1M
FMR LLC 0.00% Reduce -18.4% 35,495 $3.1M
Manufacturers Life Insurance Company, The 0.00% Add +233.8% 34,645 $3.0M
Simmons Bank 0.22% Reduce -1.1% 34,637 $3.0M
Pathstone Holdings, LLC 0.01% Reduce -52.3% 33,327 $2.9M
Jones Financial Companies LLLP 0.00% Add +24.9% 33,007 $2.9M
Comerica Bank 0.01% Add +2.1% 32,760 $2.9M
Trust Co. of Oklahoma 0.91% Add +1.1% 32,699 $2.9M
Harbour Investment Management LLC 1.23% Reduce -1.5% 32,448 $2.8M
Fragasso Financial Advisors Inc 0.19% Reduce -5.1% 31,708 $2.8M
Dumont & Blake Investment Advisors LLC 0.72% Add +0.0% 31,249 $2.7M
Sanctuary Advisors, LLC 0.02% Reduce -8.1% 30,688 $2.7M
Provident Co of the Employees of the Hebrew University LTD 2.65% No change 30,293 $2.7M
Clarity Financial LLC 0.29% Add +1.3% 30,165 $2.6M
AmeriServ Wealth Advisors 1.26% Add +13.7% 28,954 $2.5M
Group One Trading LLC 0.08% Add +57.7% 27,415 $2.4M
Paloma Partners Management Co 1.03% New 27,376 $2.4M
WBH Advisory Inc. 0.20% No change 27,069 $2.4M
Meridian Investment Counsel Inc. 0.64% No change 26,985 $2.4M
Alerus Financial NA 0.17% Reduce -0.4% 26,882 $2.4M
Wealth Advisors of Tampa Bay, LLC 0.88% Reduce -2.9% 26,607 $2.3M
Flow Traders U.S. LLC 0.09% New 26,219 $2.3M
Jain Global LLC 0.04% New 26,027 $2.3M
High Note Wealth, LLC 0.51% Reduce -5.4% 25,439 $2.2M
Hills Bank & Trust Co 0.14% Reduce -4.7% 25,208 $2.2M
Family Legacy, Inc. 0.72% Add +1.0% 25,186 $2.2M
Compass Wealth Management, LLC 1.16% — 24,639 $2.2M
Keybank National Association 0.01% Add +6.4% 24,149 $2.1M
Zuckerman Investment Group, LLC 0.20% Add +7.5% 23,980 $2.1M
Midwest Trust Co 0.03% — 23,870 $2.1M
Sigma Planning Corp 0.06% Add +0.2% 23,840 $2.1M
Chemung Canal Trust Co. 0.44% Reduce -0.8% 23,771 $2.1M
Pinnacle Associates Ltd. 0.03% Add +111.1% 23,279 $2.0M
Balyasny Asset Management L.P. 0.00% Reduce -86.7% 23,126 $2.0M
Garrison Point Advisors, LLC 0.91% Reduce -1.3% 22,520 $2.0M
AMG National Trust Bank 0.05% Reduce -0.7% 22,501 $2.0M
Future Financial Wealth Managment LLC 1.34% Add +0.9% 22,436 $2.0M
Merit Financial Group, LLC 0.02% Reduce -61.9% 22,361 $2.0M
Sharper & Granite LLC 0.75% Add +24.4% 21,475 $2.0M
Floyd Financial Group LLC 1.81% Reduce -6.7% 21,459 $2.0M
Butensky & Cohen Financial Security, Inc. 0.58% Add +5.3% 22,086 $1.9M
Sig Brokerage, LP 0.53% Reduce -24.3% 21,850 $1.9M
CENTRAL TRUST Co 0.04% Add +1.8% 21,805 $1.9M
Mader & Shannon Wealth Management, Inc. 1.04% Add +0.0% 21,763 $1.9M
Ausdal Financial Partners, Inc. 0.13% Reduce -8.6% 21,343 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -10.2% 21,241 $1.9M
Farmers & Merchants Trust Co of Chambersburg PA 0.58% Add +11.9% 21,178 $1.9M
Zullo Investment Group, Inc. 0.74% Reduce -0.3% 20,794 $1.8M
Snowden Capital Advisors LLC 0.05% Reduce -4.5% 20,729 $1.8M
Wolverine Trading, LLC 0.05% Reduce -22.1% 20,489 $1.8M
Toth Financial Advisory Corp. 0.21% Add +2.1% 20,182 $1.8M
Premier Path Wealth Partners, LLC 0.25% Add +3.1% 20,111 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.7% 19,325 $1.8M
Bedell Frazier Investment Counselling, LLC 0.44% Reduce -3.0% 20,099 $1.8M
Winthrop Capital Management, LLC 0.44% Add +0.5% 19,964 $1.8M
Whitener Capital Management, Inc. 0.46% Add +3.1% 19,914 $1.7M
AlphaCore Capital LLC 0.07% Add +1366.6% 19,858 $1.7M
Evercore Wealth Management, LLC 0.03% Reduce -6.9% 19,653 $1.7M
Clarus Wealth Advisors 0.80% Add +12.2% 18,909 $1.7M
Freedom Investment Management, Inc. 0.14% Add +56.1% 19,515 $1.7M
Fiduciary Group, LLC 0.16% Add +4.4% 19,082 $1.7M
ClearAlpha Technologies LP 4.68% Add +565.3% 18,489 $1.6M
BOS Asset Management, LLC 0.52% Add +4.2% 18,331 $1.6M
FIL Ltd 0.00% Add +6.3% 18,044 $1.6M
United Asset Strategies, Inc. 0.13% Reduce -15.8% 17,885 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +3.3% 17,849 $1.6M
XTX Topco Ltd 0.06% New 17,690 $1.6M
Providence First Trust Co 0.55% Reduce -0.3% 17,569 $1.5M
Essex LLC 0.30% Add +2.9% 17,493 $1.5M
D L Carlson Investment Group Inc. 0.28% Reduce -5.3% 17,378 $1.5M
Joseph P. Lucia & Associates, LLC 0.62% Reduce -2.9% 17,146 $1.5M
Lee Danner & Bass Inc. 0.12% No change 16,915 $1.5M
Straightline Group LLC 0.93% Add +4.5% 16,909 $1.5M
Empowered Funds, LLC 0.02% Add +19.4% 16,902 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -3.0% 16,892 $1.5M
WP Advisors, LLC 0.40% Add +0.5% 16,779 $1.5M
American Financial & Tax Strategies Inc. 0.76% Reduce -8.6% 16,659 $1.5M
Moment Partners, LLC 0.27% Reduce -7.8% 16,611 $1.5M
Quantessence Capital LLC 0.43% Add +24.9% 16,475 $1.4M
Money Concepts Capital Corp. 0.10% Reduce -6.5% 16,463 $1.4M
Crews Bank & Trust 0.22% Reduce -1.9% 15,910 $1.4M
J.W. Cole Advisors, Inc. 0.03% Add +7.9% 15,704 $1.4M
Ensign Peak Advisors, Inc 0.00% New 15,624 $1.4M
Wilson & Boucher Capital Management, LLC 0.96% No change 15,617 $1.4M
MAI Capital Management 0.01% Reduce -3.7% 15,526 $1.4M
Wesbanco Bank Inc. 0.04% No change 15,375 $1.4M
Spire Wealth Management 0.05% Reduce -21.7% 15,387 $1.3M
Arrow Financial Corp 0.14% Add +5.9% 15,250 $1.3M
Busey Bank 0.04% Add +0.4% 15,132 $1.3M
SCS Capital Management LLC 0.01% No change 15,125 $1.3M
Capula Management Ltd 0.02% New 14,960 $1.3M
Csenge Advisory Group 0.07% Add +4.0% 15,031 $1.3M
CW Advisors, LLC 0.01% Add +414.3% 14,759 $1.3M
Ashton Thomas Private Wealth, LLC 0.04% Add +48.3% 14,199 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -80.0% 14,150 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +22.9% 14,050 $1.2M
M3 Advisory Group, LLC 0.85% Reduce -1.4% 14,030 $1.2M
Blue Door Asset Management, LLC 0.70% New 14,000 $1.2M
Horizon Financial Services, LLC 0.65% Add +33.7% 13,963 $1.2M
KMG Fiduciary Partners, LLC 0.09% Add +0.7% 13,934 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -9.0% 13,911 $1.2M
Foronjy Financial LLC 0.56% — 13,683 $1.2M
Vantage Financial Partners, LLC 0.28% Reduce -0.2% 13,662 $1.2M
First Trust Advisors LP 0.00% Add +66.0% 13,621 $1.2M
NewEdge Advisors, LLC 0.01% Add +0.8% 13,515 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% Add +5.0% 13,363 $1.2M
Parsons Capital Management Inc. 0.07% No change 13,208 $1.2M
Nelson Capital Management, LLC 0.15% Reduce -0.1% 13,198 $1.2M
Camelot Technology Advisors, Inc. 1.00% Add +0.2% 13,118 $1.2M
Advisory Resource Group 0.22% Reduce -48.6% 13,108 $1.2M
Stillwater Capital Advisors, LLC 0.15% Add +0.3% 13,009 $1.1M
Blair William & Co. 0.00% Reduce -10.2% 12,995 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -1.8% 12,911 $1.1M
Orange Investment Advisors, Inc. 0.12% Reduce -2.9% 12,887 $1.1M
Captrust Financial Advisors 0.00% Reduce -6.1% 12,777 $1.1M
Fulton Bank, N.A. 0.04% Add +4.1% 12,644 $1.1M
Astor Investment Management LLC 0.60% Reduce -29.4% 12,564 $1.1M
Conservest Capital Advisors, Inc. 0.11% Add +2.4% 12,548 $1.1M
Citizens Financial Group Inc. 0.02% Reduce -2.3% 12,421 $1.1M
Stockman Wealth Management, Inc. 0.15% Add +3.2% 12,333 $1.1M
Granite Harbor Advisors, Inc. 0.51% Reduce -2.4% 12,253 $1.1M
Cornerstone National Bank & Trust Co 0.46% Add +2.9% 12,138 $1.1M
Concurrent Investment Advisors, LLC 0.02% Reduce -7.0% 12,112 $1.1M
Lineweaver Wealth Advisors, LLC 0.17% Add +4.8% 12,065 $1.1M
Carnegie Investment Counsel 0.02% No change 12,058 $1.1M
Boltwood Capital Management 0.30% Reduce -6.3% 12,023 $1.1M
Mechanics Bank Trust Department 0.15% Reduce -6.7% 11,977 $1.1M
CWC Advisors, LLC. 0.54% Add +3.0% 11,922 $1.0M
Roundview Capital LLC 0.07% Reduce -9.3% 11,803 $1.0M
First National Trust Co 0.04% Add +0.8% 11,736 $1.0M
Atria Investments, Inc 0.01% Reduce -20.8% 11,728 $1.0M
Abbot Financial Management, Inc. 0.47% Reduce -0.3% 11,724 $1.0M
J Hagan Capital, Inc. 0.69% Add +370.3% 11,296 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -98.7% 11,653 $1.0M
Prospera Financial Services Inc 0.02% Reduce -7.6% 11,624 $1.0M
Integrated Advisors Network LLC 0.05% Add +17.0% 11,619 $1.0M
Capital Investment Advisors, LLC 0.02% Reduce -25.5% 11,602 $1.0M
Brown, Lisle/Cummings, Inc. 0.26% Add +4.6% 11,326 $995K
Sage Capital Advisors,llc 0.25% Reduce -1.7% 11,307 $993K
Forbes J M & Co. LLP 0.09% No change 11,305 $993K
&partners 0.01% Reduce -3.9% 11,279 $990K
Sowell Financial Services LLC 0.04% Reduce -5.1% 11,235 $987K
National Bank of Canada 0.00% Add +3.8% 11,093 $974K
Choreo, LLC 0.01% New 11,012 $967K
Headlands Technologies LLC 0.12% New 10,980 $964K
Sage Capital Management, LLC 0.46% Add +0.4% 10,950 $962K
Advisory Services Network, LLC 0.02% Reduce -22.0% 10,900 $956K
Baker Avenue Asset Management, LP 0.03% Reduce -1.1% 10,750 $944K
Pachira Investments Inc. 0.71% Add +114.3% 10,730 $942K
Community Bank, N.A. 0.12% No change 10,705 $940K
Benjamin Edwards Inc. 0.01% Reduce -42.7% 10,684 $938K
Vanguard Group Inc. 0.00% Reduce -59.3% 10,609 $932K
PCG Asset Management, LLC 0.80% Reduce -2.4% 10,586 $930K
Cary Street Partners Financial LLC 0.03% Reduce -4.2% 10,491 $921K
BigSur Wealth Management LLC 0.23% Reduce -12.6% 10,410 $914K
Lido Advisors, LLC 0.00% Add +1.2% 10,358 $910K
Cooksen Wealth, LLC 0.73% Add +22.1% 10,350 $909K
Orca Investment Management, LLC 0.82% Add +0.3% 10,310 $905K
Financial Engines Advisors L.L.C. 0.00% Add +15.7% 10,196 $895K
Orrstown Financial Services Inc. 0.19% Add +16.5% 10,185 $894K
Independent Financial Group, LLC 0.02% Reduce -18.2% 10,154 $892K
Peoples Bank 0.59% Reduce -1.5% 10,069 $884K
Huntington National Bank 0.01% Reduce -14.9% 10,033 $881K
Wealthfront Advisers LLC 0.00% Reduce -3.2% 9,956 $874K
Chesapeake Wealth Management 0.29% Reduce -5.1% 9,951 $874K
Bfsg, LLC 0.10% Reduce -20.5% 9,895 $869K
German American Bancorp, Inc. 0.08% Reduce -78.5% 9,815 $862K
Founders Financial Securities LLC 0.07% Add +2.0% 9,751 $856K
Pinnacle Wealth Management Advisory Group, LLC 0.07% New 9,682 $850K
Bank of New York Mellon Corp 0.00% Reduce -0.8% 9,628 $845K
Cabana LLC 4.78% Reduce -66.6% 9,489 $833K
Arista Wealth Management, LLC 0.11% Add +158.4% 9,461 $831K
Vista Investment Management 0.31% Add +1.4% 9,391 $825K
Kessler Investment Group, LLC 0.34% Add +0.8% 9,305 $817K
Meridian Wealth Management, LLC 0.03% Add +0.0% 9,266 $813K
Strategic Blueprint, LLC 0.04% New 8,998 $790K
Baird Financial Group, Inc. 0.00% Add +5.4% 8,824 $775K
Marathon Trading Investment Management LLC 0.47% Reduce -8.5% 8,799 $773K
Horizon Investments, LLC 0.01% Add +22757.9% 8,686 $763K
CWA Asset Management Group, LLC 0.03% Reduce -10.2% 8,624 $757K
Glen Eagle Advisors, LLC 0.12% Add +0.1% 8,575 $753K
Laurel Wealth Advisors LLC 0.11% No change 8,431 $740K
Scotia Capital Inc. 0.00% Reduce -0.8% 8,413 $739K
Associated Banc-Corp 0.02% Reduce -11.9% 8,366 $735K
Providence Capital Advisors, LLC 0.13% Add +7.8% 8,352 $733K
AQR Capital Management 0.00% Add +57.7% 8,252 $725K
Peoples Financial Services Corp. 0.36% Reduce -5.7% 8,252 $725K
Atlas Capital Advisors Inc. 0.09% Reduce -25.6% 8,180 $718K
Verition Fund Management LLC 0.00% Reduce -87.1% 8,152 $716K
SOL Capital Management CO 0.07% No change 8,065 $708K
Intrua Financial, LLC 0.10% New 7,998 $702K
Ipsen Advisor Group LLC 0.53% Add +0.5% 7,951 $698K
MontVue Capital Management, Inc. 0.49% Reduce -1.7% 7,911 $695K
Investment Partners, LTD. 0.26% No change 7,725 $678K
Arkadios Wealth Advisors 0.02% Add +33.7% 7,705 $677K
Summit Financial, LLC 0.01% Add +12.2% 7,570 $665K
Grassi Investment Management 0.05% Reduce -8.7% 7,538 $662K
Waverly Advisors, LLC 0.01% Add +6.0% 7,255 $637K
HSBC Holdings PLC 0.00% Add +53.3% 7,213 $634K
Equitable Trust Co. 0.03% No change 7,200 $632K
Tiaa Trust, National Association 0.00% Reduce -69.3% 7,195 $632K
M&T Bank Corp 0.00% Add +5.6% 7,161 $629K
Kestra Private Wealth Services, LLC 0.01% Add +9.6% 7,139 $627K
Nvwm, LLC 0.15% Add +1.0% 7,079 $622K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -1.2% 7,068 $621K
Fourth Dimension Wealth, LLC 0.26% Add +7.0% 7,006 $615K
CoreCap Advisors, LLC 0.02% Add +66.7% 6,953 $611K
Callan Family Office, LLC 0.02% No change 6,906 $606K
Atria Wealth Solutions, Inc. 0.01% Reduce -37.1% 6,875 $605K
International Assets Investment Management, LLC 0.05% New 6,867 $603K
Tocqueville Asset Management L.P. 0.01% Add +13.8% 6,860 $602K
Trust Co 0.07% Reduce -23.7% 6,819 $599K
Flagship Harbor Advisors, LLC 0.03% Reduce -10.1% 6,757 $593K
Evernest Financial Advisors, LLC 0.19% Add +7.0% 6,752 $593K
Bank of New Hampshire 0.15% Reduce -19.6% 6,741 $592K
Jacobi Capital Management LLC 0.04% Add +8.8% 6,639 $583K
Ring Mountain Capital, LLC 0.35% Reduce -5.0% 6,451 $582K
Global Financial Private Client, LLC 0.22% Add +1.8% 6,622 $581K
Monetary Management Group Inc. 0.14% No change 6,600 $580K
RFG Advisory, LLC 0.01% Reduce -10.7% 6,597 $579K
Fiduciary Trust Co 0.01% Reduce -18.2% 6,579 $578K
Rockland Trust Co. 0.03% Reduce -3.3% 6,577 $578K
Ameritas Advisory Services, LLC 0.03% Reduce -6.2% 6,490 $570K
Bricktown Capital, LLC 0.10% No change 6,473 $568K
Perennial Investment Advisors, LLC 0.05% Add +9.1% 6,434 $565K
SouthState Bank Corp 0.02% Reduce -33.9% 6,356 $558K
Safe Harbor Fiduciary, LLC 0.52% Reduce -7.4% 6,294 $553K
Interactive Financial Advisors, Inc. 0.27% Add +0.5% 6,238 $548K
Apexium Financial, LP 0.03% Reduce -10.6% 6,234 $547K
Elevation Point Wealth Partners, LLC 0.04% Reduce -4.2% 6,219 $546K
Empirical Asset Management, LLC 0.17% Add +0.3% 6,199 $544K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.8% 6,135 $539K
Piscataqua Savings Bank 0.44% Add +2.0% 6,059 $532K
Intelligence Driven Advisers, LLC 0.08% New 6,000 $527K
Castleview Partners, LLC 0.34% Reduce -15.8% 5,959 $523K
Prevail Innovative Wealth Advisors, LLC 0.12% New 5,944 $522K
Fearless Solutions, LLC dba Best Invest 0.36% Reduce -0.2% 5,934 $521K
Cullen/Frost Bankers, Inc. 0.01% Add +26790.9% 5,916 $520K
RiverGlades Family Offices LLC 0.34% Add +6.4% 5,874 $516K
Venturi Wealth Management, LLC 0.03% New 5,830 $512K
Vectors Research Management, LLC 0.17% Add +0.4% 5,815 $511K
Pinnacle Financial Partners Inc 0.01% Add +0.7% 5,789 $508K
Windsor Capital Management, LLC 0.15% Add +3.0% 5,789 $508K
Burford Brothers, Inc. 0.23% Reduce -7.6% 5,789 $508K
Foundations Investment Advisors, LLC 0.01% Reduce -58.4% 5,779 $507K
McGuire Investment Group, LLC 0.06% Add +5.7% 5,752 $505K
Mutual Advisors, LLC 0.01% Add +102.7% 5,430 $502K
Davies Financial Advisors, Inc. 0.39% Reduce -40.5% 5,682 $499K
Brandywine Oak Private Wealth LLC 0.05% Reduce -0.2% 5,673 $498K
True Vision MN LLC 0.27% Reduce -3.2% 5,644 $496K
GW Henssler & Associates Ltd. 0.03% Reduce -1.6% 5,643 $495K
Daiwa Securities Group Inc. 0.00% Add +7.6% 5,636 $495K
Wall Street Financial Group, Inc. 0.45% Reduce -43.3% 5,620 $493K
First Horizon Advisors, Inc. 0.01% Reduce -11.9% 5,579 $490K
Bristlecone Advisors, LLC 0.04% No change 5,560 $488K
AdvisorNet Financial, Inc 0.03% Reduce -75.0% 5,540 $486K
IMZ Advisory Inc 0.19% Reduce -10.4% 5,384 $486K
Bank of Marin 0.37% Reduce -0.9% 5,529 $486K
Hilltop Holdings Inc. 0.03% Reduce -53.1% 5,503 $483K
United Capital Financial Advisors, LLC 0.00% Reduce -3.3% 5,502 $483K
Institute for Wealth Management, LLC. 0.05% No change 5,500 $483K
3EDGE Asset Management, LP 0.03% Reduce -29.2% 5,492 $483K
Cresset Asset Management, LLC 0.00% Reduce -19.2% 5,454 $479K
First National Bank of Hutchinson 0.30% No change 5,432 $477K
Curat Global, LLC 0.45% Add +64.3% 5,413 $475K
Citadel Advisors 0.00% Reduce -99.0% 5,411 $475K
Mather Group, Llc. 0.01% Reduce -9.9% 5,326 $468K
Bank of Hawaii 0.02% No change 5,259 $462K
Redwood Financial Network Corp 0.31% Add +2.5% 5,167 $454K
Stratos Wealth Advisors, LLC 0.02% Reduce -5.0% 5,162 $453K
Courier Capital LLC 0.03% Reduce -0.5% 5,101 $448K
Wedmont Private Capital 0.02% Reduce -8.2% 4,837 $444K
Brookstone Capital Management 0.01% Reduce -79.8% 5,037 $442K
Rovin Capital /Ut/ 0.13% Add +0.9% 5,028 $442K
Means Investment Co., Inc. 0.04% Add +0.5% 5,018 $441K
HB Wealth Management, LLC 0.00% Reduce -9.0% 5,010 $440K
Centaurus Financial, Inc. 0.03% Reduce -87.1% 4,987 $438K
10Elms LLP 0.47% Reduce -16.7% 4,876 $428K
Navis Wealth Advisors, LLC 0.36% No change 4,850 $426K
NTV Asset Management LLC 0.05% No change 4,821 $423K
MGB Wealth Management, LLC 0.14% No change 4,807 $422K
Glenmede Investment Management, LP 0.00% — 4,807 $422K
AAFMAA Wealth Management & Trust LLC 0.17% Reduce -54.4% 4,801 $422K
ArchPoint Investors 0.12% Reduce -36.5% 4,790 $421K
Cranbrook Wealth Management, LLC 0.09% Reduce -10.0% 4,775 $419K
Credit Industriel Et Commercial 0.09% Reduce -32.5% 4,764 $418K
Colony Family Offices, LLC 0.11% Reduce -1.1% 4,751 $417K
Transcend Capital Advisors, LLC 0.03% Reduce -0.9% 4,679 $411K
GeoWealth Management, LLC 0.02% Reduce -25.4% 4,675 $411K
First Bancorp, Inc 0.23% Reduce -1.6% 4,645 $408K
Kingswood Wealth Advisors, LLC 0.03% Reduce -0.4% 4,639 $407K
Janney Capital Management LLC 0.03% Reduce -0.1% 4,609 $405K
Ellis Investment Partners, LLC 0.08% Reduce -1.9% 4,595 $403K
Gallacher Capital Management LLC 0.19% Add +7.9% 4,579 $402K
Mainsail Asset Management, LLC 0.24% No change 4,500 $395K
ARS Investment Partners, LLC 0.03% Add +4.3% 4,499 $395K
Creative Financial Designs Inc. 0.03% Reduce -0.5% 4,421 $388K
North Star Investment Management Corp. 0.03% Add +2.4% 4,413 $388K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.3% 4,351 $382K
Capital Advisors, Ltd. LLC 0.05% Add +0.1% 4,294 $377K
Perigon Wealth Management, LLC 0.01% Add +7.1% 4,293 $377K
Okabena Investment Services Inc. 0.08% Add +2.5% 4,267 $375K
Financial Advocates Investment Management 0.03% Reduce -25.5% 4,216 $370K
Private Wealth Asset Management, LLC 0.05% Add +5.3% 4,175 $367K
Spinnaker Trust 0.02% No change 4,150 $364K
Private Trust Co. NA 0.03% Reduce -17.2% 4,133 $363K
Sequent Planning LLC 0.11% Add +41.1% 4,123 $362K
Wedbush Securities Inc. 0.01% Reduce -17.8% 4,107 $361K
Maxele Advisors, LLC 0.31% Reduce -1.2% 4,105 $360K
Caldwell Trust Co 0.04% Add +23.6% 4,080 $358K
HBW Advisory Services LLC 0.04% Add +0.8% 4,068 $357K
Blue Chip Partners, LLC 0.03% Reduce -1.0% 3,996 $351K
Edgestream Partners, L.P. 0.01% Reduce -28.6% 3,989 $350K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -0.2% 3,985 $350K
Meridian Financial Advisors, LLC 0.22% No change 3,927 $345K
Legacy Capital Wealth Partners, LLC 0.08% Add +4.2% 3,917 $344K
Midwestern Financial, LLC 0.32% — 3,897 $342K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.2% 3,858 $339K
PFG Investments, LLC 0.02% Reduce -2.5% 3,857 $339K
Whittier Trust Co. of Nevada Inc. 0.01% Add +8.5% 3,832 $336K
Iyo Bank, Ltd. 0.14% Reduce -66.7% 3,825 $336K
MV Capital Management, Inc. 0.03% Reduce -17.2% 3,816 $335K
MainStreet Investment Advisors LLC 0.05% No change 3,813 $335K
Stenger Family Office, LLC 0.09% — 3,728 $331K
Tyler-Stone Wealth Management 0.05% Add +36.3% 3,759 $330K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -21.4% 3,746 $329K
IAM Advisory, LLC 0.08% Reduce -0.7% 3,742 $329K
Exchange Capital Management, Inc. 0.05% No change 3,726 $327K
1ST Source Bank 0.02% No change 3,709 $326K
Orion Porfolio Solutions, LLC 0.00% Reduce -25.2% 3,700 $325K
New Wave Wealth Advisors LLC 0.14% Add +1.7% 3,669 $322K
One Charles Private Wealth Services, LLC 0.09% Add +10.1% 3,665 $322K
Allworth Financial LP 0.00% Reduce -3.0% 3,661 $321K
Hopwood Financial Services, Inc. 0.25% Reduce -3.3% 3,657 $321K
Synovus Financial Corp. 0.00% Add +0.1% 3,647 $320K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 3,624 $318K
Larson Financial Group LLC 0.01% Add +75.4% 3,589 $315K
Tyche Wealth Partners LLC 0.06% Add +13.3% 3,588 $315K
Lodestar Private Asset Management LLC 0.04% Reduce -7.1% 3,525 $310K
Bayesian Capital Management, LP 0.05% New 3,519 $309K
Nwam LLC 0.02% Add +18.8% 3,521 $309K
Cozad Asset Management Inc. 0.03% No change 3,513 $308K
Beacon Financial Advisory LLC 0.08% Reduce -8.3% 3,502 $307K
Valmark Advisers, Inc. 0.00% Add +3.8% 3,501 $307K
Bangor Savings Bank 0.03% Reduce -1.1% 3,469 $305K
SFE Investment Counsel 0.05% Add +0.6% 3,456 $303K
Whalen Wealth Management Inc. 0.19% New 3,443 $302K
Calton & Associates, Inc. 0.05% Add +14.0% 3,425 $301K
Intrepid Financial Planning Group LLC 0.13% Reduce -9.5% 3,416 $300K
Greenwich Wealth Management LLC 0.01% Reduce -5.6% 3,393 $298K
Chemistry Wealth Management LLC 0.06% Add +3.6% 3,327 $292K
Thomasville National Bank 0.02% No change 3,321 $292K
Centennial Bank 0.12% Add +7.2% 3,296 $289K
Belpointe Asset Management LLC 0.01% Reduce -45.5% 3,265 $287K
NorthCoast Asset Management LLC 0.00% Reduce -28.3% 3,258 $286K
Midland Wealth Advisors, LLC 0.02% Reduce -31.3% 3,248 $285K
Summit X, LLC 0.05% Reduce -4.2% 3,229 $284K
Prentice Wealth Management LLC 0.07% Reduce -3.7% 3,222 $283K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -2.8% 3,211 $282K
Gilliland Jeter Wealth Management LLC 0.09% No change 3,193 $280K
St. Johns Investment Management Company, LLC 0.13% Reduce -4.3% 3,184 $280K
Texas Capital Bank Wealth Management Services Inc 0.03% No change 3,175 $279K
Evanson Asset Management, LLC 0.02% Add +0.3% 3,161 $278K
Argent Trust Co 0.01% Reduce -7.5% 3,157 $277K
Crescent Grove Advisors, LLC 0.03% No change 3,152 $277K
Hudock, Inc. 0.04% Add +0.2% 3,150 $277K
Mezzasalma Advisors, LLC 0.08% Reduce -1.1% 3,144 $276K
Independence Bank of Kentucky 0.04% Reduce -37.1% 3,122 $274K
Point72 Asset Management 0.00% New 3,082 $271K
E&G Advisors, LLC 0.07% Reduce -0.7% 3,063 $269K
Novare Capital Management LLC 0.02% Reduce -77.0% 3,055 $268K
Donald L. Hagan, LLC 0.13% New 3,047 $268K
DAVENPORT & Co LLC 0.00% New 3,043 $267K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -0.9% 3,009 $264K
Massachusetts Wealth Management 0.15% No change 3,005 $264K
Apollon Wealth Management, LLC 0.01% Add +1.4% 2,989 $262K
Gotham Asset Management 0.00% No change 2,987 $262K
Evolution Wealth Advisors, LLC 0.04% Reduce -12.6% 2,986 $262K
Roberts Wealth Advisors, LLC 0.08% Add +0.1% 2,986 $262K
IFP Advisors, Inc 0.01% Reduce -59.9% 2,965 $261K
Summit Trail Advisors, LLC 0.00% Reduce -2.7% 2,966 $260K
Ally Invest Advisors Inc. 0.02% Add +3.9% 2,922 $257K
Johnson Investment Counsel Inc. 0.00% Add +11.9% 2,904 $255K
Avior Wealth Management, LLC 0.01% No change 2,871 $252K
Assetmark, Inc. 0.00% Add +6.5% 2,862 $251K
Westover Capital Advisors, LLC 0.05% No change 2,815 $247K
Condor Capital Management 0.02% Reduce -0.7% 2,810 $247K
Vickerman Investment Advisors, Inc. 0.05% Reduce -5.5% 2,769 $243K
Kovack Advisors, Inc. 0.02% Add +3.8% 2,764 $243K
Trek Financial, LLC 0.02% Reduce -41.0% 2,756 $242K
Mill Creek Capital Advisors, LLC 0.01% No change 2,755 $242K
Vontobel Holding Ltd. 0.00% Reduce -44.3% 2,743 $241K
Greenleaf Trust 0.00% Reduce -4.4% 2,700 $237K
Dynamic Advisor Solutions LLC 0.01% Reduce -56.1% 2,680 $235K
DT Investment Partners, LLC 0.02% Reduce -41.0% 2,678 $235K
Blue Fin Capital, Inc. 0.04% Add +2.9% 2,678 $235K
Guerra Pan Advisors, LLC 0.15% Reduce -30.9% 2,669 $234K
Peak Retirement Planning, Inc. 0.09% Reduce -96.0% 2,668 $234K
Aptus Capital Advisors, LLC 0.00% Reduce -4.6% 2,662 $234K
Magnus Financial Group LLC 0.02% Reduce -1.3% 2,650 $233K
Comprehensive Money Management Services LLC 0.18% No change 2,640 $232K
Florida Financial Advisors, LLC 0.06% New 2,633 $231K
Koshinski Asset Management, Inc. 0.02% Add +1.7% 2,629 $231K
Sterling Investment Counsel, LLC 0.14% Reduce -76.2% 2,628 $231K
CreativeOne Wealth, LLC 0.01% Reduce -84.2% 2,615 $230K
Aberdeen Wealth Management LLC 0.15% No change 2,600 $228K
Independent Advisor Alliance 0.01% New 2,593 $228K
Clearstead Advisors, LLC 0.00% Add +28.7% 2,586 $227K
Moneta Group Investment Advisors LLC 0.00% Reduce -20.5% 2,576 $226K
Prime Capital Investment Advisors, LLC 0.00% Reduce -19.1% 2,573 $226K
Cornerstone Wealth Management, LLC 0.01% Reduce -0.5% 2,522 $221K
Choate Investment Advisors 0.00% No change 2,521 $221K
Focus Financial Network, Inc. 0.01% Add +5.8% 2,503 $220K
D.A. Davidson & Co. 0.00% Reduce -23.9% 2,500 $220K
MMBG Investment Advisors Co. 0.02% No change 2,500 $220K
Brookwood Investment Group LLC 0.04% New 2,491 $219K
MKT Advisors LLC 0.09% New 2,427 $219K
HUB Investment Partners, LLC 0.01% New 2,471 $217K
JFS Wealth Advisors, LLC 0.01% Reduce -2.4% 2,464 $216K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +45.2% 2,451 $215K
NorthRock Partners, LLC 0.01% No change 2,444 $215K
Modern Wealth Management, LLC 0.01% Reduce -2.7% 2,401 $211K
Gilman Hill Asset Management, LLC 0.03% No change 2,400 $211K
V2 Financial group LLC 0.13% No change 2,398 $211K
University of Texas/Texas Am Investment Management Co. 0.03% No change 2,381 $209K
Appleton Partners Inc. 0.01% Add +1.6% 2,377 $209K
South Plains Financial, Inc. 0.15% No change 2,377 $209K
Visionary Wealth Advisors 0.01% New 2,364 $208K
Accel Wealth Management 0.07% Add +0.6% 2,356 $207K
Moors & Cabot, Inc. 0.01% Reduce -3.8% 2,341 $206K
Fifth Third Wealth Advisors LLC 0.01% New 2,324 $204K
Thrivent Financial for Lutherans 0.00% Reduce -98.0% 2,320 $204K
Wilmington Savings Fund Society, FSB 0.00% Add +1.2% 2,289 $201K
BKM Wealth Management, LLC 0.08% Reduce -0.2% 2,275 $200K
Sachetta, LLC 0.08% Reduce -74.2% 2,236 $196K
Howe & Rusling Inc. 0.01% Add +23.8% 2,181 $192K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 2,025 $178K
O'shaughnessy Asset Management, LLC 0.00% Add +60.2% 2,023 $178K
Parallel Advisors, LLC 0.00% Reduce -24.9% 2,012 $177K
CIBC Private Wealth Group LLC 0.00% Reduce -46.6% 1,839 $161K
GPS Wealth Strategies Group, LLC 0.02% Add +0.5% 1,819 $160K
Golden State Wealth Management, LLC 0.02% Reduce -23.0% 1,811 $159K
Bokf, NA 0.00% Reduce -50.1% 1,767 $155K
Farther Finance Advisors, LLC 0.00% Add +21.3% 1,729 $152K
Arlington Trust Co LLC 0.03% No change 1,700 $149K
Oakworth Capital, Inc. 0.01% Reduce -8.4% 1,692 $149K
Parkside Financial Bank & Trust 0.02% Add +7.1% 1,688 $148K
Allspring Global Investments Holdings, LLC 0.00% No change 1,645 $148K
Franklin Resources Inc. 0.00% Add +3.7% 1,668 $146K
Northwestern Mutual Wealth Management Co. 0.00% Add +20.0% 1,635 $144K
Lanark Financial, Inc. 0.01% Reduce -7.2% 1,637 $143K
HighMark Wealth Management LLC 0.07% Reduce -8.5% 1,522 $134K
Eastern Bank 0.00% No change 1,500 $132K
Asset Management One Co., Ltd. 0.00% Add +11941.7% 1,445 $127K
EPG Wealth Management LLC 0.04% Reduce -39.9% 1,419 $125K
Activest Wealth Management 0.03% No change 1,417 $124K
Global Retirement Partners, LLC 0.00% — 1,346 $118K
Signaturefd, LLC 0.00% Add +0.1% 1,316 $116K
Harbour Investments, Inc. 0.00% Add +2.4% 1,306 $115K
Federation des caisses Desjardins du Quebec 0.00% No change 1,300 $114K
Duncker Streett & Co. Inc. 0.02% No change 1,285 $113K
Provident Wealth Management, LLC 0.04% No change 1,250 $110K
Geneos Wealth Management Inc. 0.00% Add +24.6% 1,154 $101K
Chilton Capital Management LLC 0.00% Add +11.5% 1,153 $101K
Perkins Coie Trust Co 0.02% No change 1,136 $100K
Bollard Group LLC 0.00% Add +0.5% 1,117 $98K
Dunhill Financial, LLC 0.03% New 1,097 $96K
Pinnacle Bancorp, Inc. 0.03% No change 1,075 $94K
NFSG Corp 0.02% Reduce -30.3% 1,071 $94K
Brown Brothers Harriman & Co. 0.00% No change 1,026 $90K
Strategic Wealth Partners, Ltd. 0.01% — 1,003 $88K
Horizon Bancorp Inc. 0.04% New 1,000 $88K
Union Savings Bank 0.04% No change 1,000 $88K
Jackson Hole Capital Partners, LLC 0.02% Add +17.7% 970 $85K
Principal Securities, Inc. 0.00% Add +41.7% 968 $85K
Vestor Capital, LLC 0.01% Add +330.2% 2,822 $85K
Whittier Trust Co. 0.00% No change 932 $82K
Ancora Advisors LLC 0.00% No change 910 $80K
Cape Investment Advisory, Inc. 0.03% No change 909 $80K
Key Financial Inc 0.02% No change 900 $79K
Heritage Wealth Advisors 0.00% No change 850 $75K
2UniFi Bank 0.04% No change 815 $72K
Beacon Capital Management, LLC 0.01% Add +0.5% 794 $70K
Capital Investment Advisory Services, LLC 0.01% Reduce -36.7% 748 $66K
Hazlett, Burt & Watson, Inc. 0.03% No change 730 $64K
Hollencrest Capital Management 0.00% Reduce -24.2% 707 $62K
Russell Investments Group, Ltd. 0.00% Add +175.7% 659 $58K
Crewe Advisors LLC 0.01% Add +1.9% 652 $57K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +4.2% 625 $55K
Byrne Asset Management LLC 0.04% New 624 $55K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 593 $52K
Horrell Capital Management, Inc. 0.02% No change 575 $50K
Adirondack Trust Co. 0.02% Reduce -12.8% 546 $48K
Ameritas Investment Partners, Inc. 0.00% No change 524 $46K
Covestor Ltd 0.03% Add +1133.3% 518 $46K
Luminist Capital LLC 0.05% Reduce -7.0% 509 $46K
Dynamic Wealth Strategies, LLC 0.03% No change 521 $46K
Tradewinds Capital Management, LLC 0.01% No change 504 $44K
Optimum Investment Advisors 0.02% No change 500 $44K
Opal Wealth Advisors, LLC 0.01% Reduce -71.9% 492 $43K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.5% 491 $43K
Tsfg, LLC 0.01% Add +0.2% 484 $43K
First United Bank & Trust 0.01% Reduce -18.9% 485 $43K
Ameriflex Group, Inc. 0.02% Reduce -71.3% 467 $41K
Solstein Capital, LLC 0.02% No change 457 $40K
Family Legacy Financial Solutions, LLC 0.03% — 456 $40K
TD Waterhouse Canada Inc. 0.00% No change 441 $40K
Founders Financial Alliance, LLC 0.01% Reduce -75.1% 450 $40K
Medallion Wealth Advisors, LLC 0.01% Reduce -1.9% 419 $38K
Raffa Wealth Management, LLC 0.01% No change 425 $37K
Plante Moran Financial Advisors, LLC 0.00% No change 412 $36K
Point72 (DIFC) Ltd 0.00% New 404 $35K
Delos Wealth Advisors, LLC 0.03% New 404 $35K
Berkshire Money Management, Inc. 0.00% New 400 $35K
Bessemer Group Inc. 0.00% Add +16.1% 383 $34K
FAS Wealth Partners, Inc. 0.00% New 372 $33K
Register Financial Advisors LLC 0.01% Reduce -28.9% 370 $32K
Johnson Financial Group, Inc. 0.00% Reduce -82.5% 368 $32K
Winch Advisory Services, LLC 0.01% Add +0.6% 365 $32K
Hanson & Doremus Investment Management 0.00% No change 366 $32K
SBI Securities Co., Ltd. 0.00% Reduce -4.2% 363 $32K
Trust Co. of Vermont 0.00% No change 342 $30K
Blue Trust, Inc. 0.00% Add +514.5% 338 $30K
Atticus Wealth Management, LLC 0.01% Reduce -2.7% 328 $29K
TFC Financial Management, Inc. 0.00% Add +0.6% 317 $28K
Anchor Investment Management, LLC 0.00% No change 315 $28K
Armor Investment Advisors, LLC 0.01% No change 312 $27K
Westside Investment Management, Inc. 0.00% No change 300 $27K
Cordgrass Capital Advisors, LLC 0.01% No change 300 $26K
Thompson Investment Management, Inc. 0.00% No change 300 $26K
First Command Advisory Services, Inc. 0.00% Add +488.2% 300 $26K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 285 $25K
Silicon Valley Capital Partners 0.00% New 284 $25K
Hantz Financial Services, Inc. 0.00% No change 274 $24K
Sherman Asset Management, Inc. 0.02% No change 265 $23K
Salomon & Ludwin, LLC 0.00% Reduce -0.8% 249 $23K
Harbor Investment Advisory, LLC 0.00% No change 257 $23K
Legacy Bridge, LLC 0.01% No change 255 $22K
Valley Wealth Managers, Inc. 0.00% Add +14.9% 255 $22K
Resources Management Corp. /CT/ 0.00% Reduce -9.3% 245 $22K
Banque Cantonale Vaudoise 0.00% No change 247 $22K
Main Street Group, LTD 0.01% No change 249 $22K
Sound Income Strategies, LLC 0.00% Reduce -96.8% 245 $22K
Olistico Wealth, LLC 0.01% No change 242 $21K
Luken Investment Analytics, LLC 0.01% No change 227 $20K
Friedenthal Financial 0.01% New 226 $20K
GoalVest Advisory LLC 0.00% Reduce -5.2% 219 $19K
Promus Capital, LLC 0.01% No change 213 $19K
UMB Bank, n.a. 0.00% No change 212 $19K
Strengthening Families & Communities, LLC 0.01% Add +0.5% 211 $19K
Lowe Wealth Advisors, LLC 0.01% No change 210 $18K
Twin Peaks Wealth Advisors, LLC 0.01% New 202 $18K
BTG Pactual Asset Management US LLC 0.00% No change 205 $18K
Valley National Advisers Inc. 0.00% Reduce -62.7% 205 $18K
Missouri Trust & Investment Co 0.01% New 204 $18K
Biltmore Family Office, LLC 0.00% No change 200 $18K
MTM Investment Management, LLC 0.01% No change 192 $17K
Estabrook Capital Management 0.00% New 178 $16K
Webster Bank, N. A. 0.00% No change 177 $16K
Farmers & Merchants Investments Inc. 0.00% No change 177 $16K
Riggs Asset Managment Co. Inc. 0.00% No change 176 $15K
Capital Analysts, LLC 0.00% Reduce -6.0% 171 $15K
American National Bank & Trust 0.00% New 169 $15K
Heartland Advisors Inc. 0.00% New 163 $14K
Blue Bell Private Wealth Management, LLC 0.00% No change 156 $14K
Cypress Capital Management LLC (WY) 0.01% No change 150 $13K
Trust Co. of Toledo NA 0.00% New 150 $13K
Ridgewood Investments LLC 0.01% Reduce -7.6% 146 $13K
Archer Investment Corp 0.00% Add +0.7% 145 $13K
GAMMA Investing LLC 0.00% No change 144 $13K
Flagship Wealth Advisors, LLC 0.00% Reduce -19.8% 138 $12K
Indiana Trust & Investment Management Co 0.00% No change 138 $12K
Avion Wealth 0.00% Reduce -78.1% 140 $12K
Bartlett & Co. Wealth Management LLC 0.00% No change 135 $12K
SYM FINANCIAL Corp 0.00% No change 134 $12K
Old Second National Bank of Aurora 0.00% No change 125 $11K
City Holding Co. 0.00% No change 125 $11K
Schroder Investment Management Group 0.00% New 120 $11K
Sage Mountain Advisors LLC 0.00% No change 118 $10K
Pension & Wealth Management Advisors, Inc. 0.00% Add +0.9% 113 $10K
United Community Bank 0.00% No change 111 $10K
McIlrath & Eck, LLC 0.00% Add +0.9% 111 $10K
Wolff Wiese Magana LLC 0.01% No change 105 $9K
Pin Oak Investment Advisors Inc. 0.01% No change 111 $9K
Ogorek Anthony Joseph /NY/ 0.00% No change 106 $9K
Smartleaf Asset Management LLC 0.00% Add +304.0% 101 $9K
Park Square Financial Group, LLC 0.01% No change 100 $9K
Salem Investment Counselors Inc. 0.00% No change 100 $9K
Motco 0.00% New 100 $9K
Financial Gravity Companies, Inc. 0.00% — 93 $8K
Quest 10 Wealth Builders, Inc. 0.01% No change 92 $8K
Nalls Sherbakoff Group, LLC 0.01% No change 90 $8K
Cary Street Partners Investment Advisory LLC 0.00% No change 81 $7K
Anfield Capital Management, LLC 0.00% No change 81 $7K
Center for Financial Planning, Inc. 0.00% No change 77 $7K
Grove Bank & Trust 0.00% Reduce -89.0% 68 $6K
Montag A & Associates Inc. 0.00% Reduce -72.7% 64 $6K
Viewpoint Capital Management LLC 0.00% No change 60 $5K
Painted Porch Advisors LLC 0.00% No change 60 $5K
Bellevue Asset Management, LLC 0.00% No change 59 $5K
Weaver Capital Management LLC 0.00% Add +16.0% 58 $5K
Millstone Evans Group, LLC 0.00% No change 55 $5K
Eukles Asset Management 0.00% No change 55 $5K
Orion Capital Management LLC 0.00% No change 53 $5K
Abound Wealth Management 0.00% Reduce -1.9% 51 $4K
Crowley Wealth Management, Inc. 0.00% No change 46 $4K
First PREMIER Bank 0.00% No change 42 $4K
Coston, McIsaac & Partners 0.00% Reduce -26.1% 51 $4K
JDM Financial Group LLC 0.00% New 44 $4K
Barnes Dennig Private Wealth Management LLC 0.00% New 44 $4K
Citizens National Bank Trust Department 0.00% No change 44 $4K
Fortis Group Advisors, LLC 0.00% No change 44 $4K
Morse Asset Management, Inc 0.00% No change 41 $4K
Arax Advisory Partners 0.00% Reduce -71.4% 40 $4K
BankPlus Trust Department 0.00% No change 38 $3K
Maseco LLP 0.00% — 38 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 33 $3K
Bellwether Advisors, LLC 0.00% No change 30 $3K
Premier Financial Group 0.00% — 27 $2K
Cornerstone Planning Group LLC 0.00% New 26 $2K
Atwood & Palmer Inc. 0.00% Reduce -55.9% 26 $2K
Legacy Investment Solutions, LLC 0.00% — 23 $2K
Legacy Wealth Managment, LLC 0.00% No change 23 $2K
Copia Wealth Management 0.00% New 19 $2K
Integrity Financial Corp 0.00% No change 18 $2K
Transamerica Financial Advisors, LLC 0.00% Add +5.9% 18 $1K
GHP Investment Advisors, Inc. 0.00% No change 15 $1K
PFS Partners, LLC 0.00% No change 15 $1K
Guardian Wealth Advisors, LLC / NC 0.00% Add +27.3% 14 $1K
Logan Capital Management Inc. 0.00% No change 9 $818
Signature Resources Capital Management, LLC 0.00% No change 8 $702
TD Private Client Wealth LLC 0.00% No change 8 $702
DecisionPoint Financial, LLC 0.00% No change 5 $451
Smallwood Wealth Investment Management, LLC 0.00% New 5 $439
Oliver Lagore Vanvalin Investment Group 0.00% — 3 $271
Townsend Asset Management Corp. /NC/ 0.00% No change 3 $263
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $88
Rise Advisors, LLC 0.00% New 1 $88

"% of holder's portfolio" is XLB's weight in each manager's 13F, not the share of SS Materials Select Sector the manager owns.