SS Materials Select SectorXLBETF

13F holders, Q3 2025 (September 30)
773holders +2
73new positions
62sold out
8famous investors
$89.68avg. 13F price*

At the end of Q3 2025, 773 institutions reported holding SS Materials Select Sector (XLB) in their 13F filings, up 2 from Q2 2025. 73 opened new positions and 62 sold out. The largest holders were Barclays PLC ($529.9M), Bank of America Corp. ($453.1M) and Morgan Stanley ($316.1M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Materials Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions73$200.6M
Exits62$99.4M

All 13F filers, Q2 2025 → Q3 2025: 6,916,296 shares bought and 6,251,069 shares sold, net +665,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 773 holders

Barclays PLC 0.20% Add +28.4% 5,912,957 $529.9M
Bank of America Corp. 0.03% Reduce -6.3% 5,055,928 $453.1M
Morgan Stanley 0.02% Reduce -21.8% 3,526,998 $316.1M
Goldman Sachs Group Inc. 0.03% Reduce -14.2% 2,609,080 $233.8M
BNP Paribas Financial Markets 0.12% Reduce -20.2% 1,651,219 $148.0M
Menora Mivtachim Holdings LTD. 0.74% Add +69.3% 1,636,350 $146.6M
Wells Fargo & Company 0.02% Reduce -1.3% 1,219,702 $109.3M
LPL Financial LLC 0.03% Add +1.7% 1,008,664 $90.4M
Cibc World Market Inc. 0.19% Reduce -41.9% 1,000,520 $89.7M
UBS Group AG 0.02% Reduce -18.4% 874,366 $78.4M
SRB Corp. 4.44% No change 864,790 $77.5M
Migdal Insurance & Financial Holdings Ltd. 0.79% No change 820,000 $73.5M
Commerce Bank 0.39% Reduce -1.1% 791,421 $70.9M
Ameriprise Financial Inc. 0.02% Reduce -2.4% 787,594 $70.6M
Factory Mutual Insurance Co. 0.57% Reduce -21.0% 658,800 $59.0M
Harel Insurance Investments & Financial Services Ltd. 0.45% Add +0.8% 557,865 $50.0M
Caisse de depot et placement du Quebec 0.09% Reduce -16.5% 546,973 $49.0M
Alps Advisors Inc. 0.26% Reduce -4.2% 522,369 $46.8M
Envestnet Asset Management Inc. 0.01% Add +5.7% 509,946 $45.7M
Royal Bank of Canada 0.01% Add +27.3% 508,036 $45.5M
Natixis 0.24% Add +0.7% 503,309 $45.1M
Bank of Nova Scotia 0.08% New 500,890 $44.9M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -37.5% 500,000 $44.8M
PGIM Custom Harvest LLC 0.64% Add +5.7% 474,244 $42.5M
Raymond James Financial Inc. 0.01% Reduce -6.7% 436,185 $39.1M
Cetera Investment Advisers 0.04% Reduce -7.3% 369,028 $33.1M
Susquehanna International Group, LLP 0.04% Add +2838.5% 342,421 $30.7M
D. E. Shaw & Co. 0.03% New 332,510 $29.8M
Kingsview Wealth Management, LLC 0.45% Add +2438.3% 327,719 $29.4M
Citadel Advisors 0.02% Add +5920.9% 325,788 $29.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% No change 276,232 $24.8M
Caption Management, LLC 1.46% Add +522.7% 267,752 $24.0M
WINTON GROUP Ltd 0.89% Add +111.6% 266,027 $23.8M
Hancock Whitney Corp. 0.42% Reduce -1.8% 260,095 $23.3M
RiverFront Investment Group, LLC 0.36% Add +0.5% 231,559 $20.8M
Focus Partners Wealth 0.03% Reduce -2.0% 230,139 $20.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.51% New 228,638 $20.5M
PNC Financial Services Group, Inc. 0.01% Reduce -4.4% 216,524 $19.4M
Advisory Alpha, LLC 0.51% Reduce -33.7% 203,020 $18.2M
Cornerstone Advisors, LLC 0.58% No change 197,400 $17.7M
Legal & General Group Plc 0.00% No change 194,432 $17.4M
Cubist Systematic Strategies, LLC 0.24% New 190,077 $17.0M
Cwm, LLC 0.05% Add +11.9% 179,196 $16.1M
J.Safra Asset Management Corp 0.96% Add +4.3% 175,849 $15.8M
Estate Counselors, LLC 1.27% Add +6.2% 165,298 $14.8M
Country Trust Bank 0.31% Reduce -11.5% 160,360 $14.4M
JPMorgan Chase & Co. 0.00% Reduce -0.1% 156,244 $14.0M
Tudor Investment Corporation 0.09% Add +62.4% 154,066 $13.8M
Van Eck Associates Corp. 0.01% Add +17.4% 153,081 $13.7M
HighTower Advisors, LLC 0.02% Add +17.6% 151,787 $13.6M
Northern Trust Corp. 0.00% Reduce -2.9% 151,185 $13.5M
Arax Advisory Partners 0.19% Add +256087.5% 102,475 $13.0M
Prestige Wealth Management Group LLC 2.50% Reduce -0.5% 144,793 $13.0M
SG Americas Securities, LLC 0.05% Add +88.1% 143,440 $12.9M
Tower Research Capital LLC (TRC) 0.34% New 137,239 $12.3M
Agf Management Ltd. 0.05% Reduce -38.6% 136,743 $12.3M
New York Life Investment Management LLC 0.11% Add +85.1% 134,386 $12.0M
Thrivent Financial for Lutherans 0.02% Add +5587.1% 131,940 $11.8M
Trust Asset Management LLC 0.79% No change 129,052 $11.6M
Osaic Holdings, Inc. 0.02% Add +6.6% 124,720 $11.3M
Mercer Global Advisors Inc. 0.02% Add +798.2% 124,951 $11.2M
Biltmore Wealth Management, LLC 4.24% Add +4.5% 123,869 $11.1M
Peak Retirement Planning, Inc. 2.99% Add +4347.0% 118,645 $10.6M
TCV Trust & Wealth Management, Inc. 0.89% Reduce -0.3% 118,054 $10.6M
Fifth Third Bancorp 0.03% Reduce -3.0% 117,804 $10.6M
AE Wealth Management LLC 0.07% Add +7.7% 116,753 $10.5M
Park Avenue Securities LLC 0.08% Reduce -13.2% 116,664 $10.5M
Atlantic Union Bankshares Corp 0.19% Reduce -2.3% 110,252 $9.9M
Dakota Wealth Management 0.20% Reduce -40.1% 109,722 $9.8M
KCM Investment Advisors LLC 0.31% Reduce -3.3% 107,575 $9.6M
Bank of Montreal 0.00% Add +1.9% 106,613 $9.6M
Private Wealth Advisors, LLC 3.44% Reduce -1.7% 101,831 $9.1M
Quadrature Capital Ltd 0.10% New 96,747 $8.7M
Commonwealth Equity Services, LLC 0.01% Reduce -12.9% 93,678 $8.4M
Hirtle & Co., LLC 0.33% No change 92,920 $8.3M
Full Sail Capital, LLC 0.44% Reduce -2.7% 89,660 $8.0M
Janney Montgomery Scott LLC 0.02% Add +6.1% 89,274 $8.0M
Rockefeller Capital Management L.P. 0.02% Reduce -13.5% 87,207 $7.8M
US Bancorp \de 0.01% Reduce -6.0% 87,066 $7.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +7.8% 84,607 $7.6M
1832 Asset Management L.P. 0.01% Reduce -2.1% 83,875 $7.5M
Jmac Enterprises LLC 1.48% Add +1.4% 83,622 $7.5M
Stifel Financial Corp. 0.01% Add +14.2% 82,852 $7.4M
Meitav Investment House Ltd. 0.09% Reduce -8.0% 80,128 $7.2M
Itau Unibanco Holding S.A. 0.24% Reduce -24.8% 79,201 $7.1M
Citigroup Inc. 0.00% Reduce -49.8% 79,127 $7.1M
Old National Bancorp 0.12% Reduce -0.9% 76,121 $6.8M
Swan Global Investments, LLC 0.30% Reduce -14.0% 75,278 $6.7M
Integrated Wealth Concepts LLC 0.06% Reduce -1.6% 74,645 $6.7M
Prudential PLC 0.05% New 73,000 $6.5M
Exchange Traded Concepts, LLC 0.06% Reduce -13.9% 72,613 $6.5M
Truist Financial Corp. 0.01% Add +0.0% 70,167 $6.3M
First Interstate Bank 0.34% Reduce -1.3% 69,483 $6.2M
BlackRock, Inc. 0.00% Reduce -0.8% 68,777 $6.2M
Peapack Gladstone Financial Corp. 0.08% Reduce -0.4% 68,119 $6.1M
Bar Harbor Wealth Management 0.37% Add +22.9% 67,882 $6.1M
LifePlan Financial, LLC 4.66% Add +5.5% 65,575 $5.9M
Krilogy Financial LLC 0.22% Add +29.3% 67,789 $5.8M
Ashton Thomas Private Wealth, LLC 0.15% Add +346.2% 63,357 $5.7M
Renaissance Technologies 0.01% New 62,300 $5.6M
Ayalon Insurance Comp Ltd. 1.37% No change 60,245 $5.4M
CMH Wealth Management LLC 1.15% Reduce -1.3% 60,209 $5.4M
Armstrong Advisory Group, Inc. 0.38% Add +0.0% 60,070 $5.4M
Capital Insight Partners, LLC 0.87% Reduce -0.5% 58,870 $5.3M
Martin & Co. Inc. 0.91% Add +0.4% 56,852 $5.1M
Tamar Securities, LLC 0.57% Add +3.1% 55,861 $5.0M
Algorithmic Investment Models, LLC 3.29% New 55,299 $5.0M
Atom Investors LP 0.37% New 54,337 $4.9M
MML Investors Services, LLC 0.01% Add +10.1% 52,937 $4.7M
Thor Trading Advisors, LLC 2.40% Add +23.1% 52,583 $4.7M
First Merchants Corp. 0.18% Reduce -7.8% 52,520 $4.7M
Cerity Partners LLC 0.01% Add +3.7% 52,128 $4.7M
One Wealth Map LLC 2.48% Reduce -1.6% 53,752 $4.7M
Adams Diversified Equity Fund, Inc. 0.15% New 51,200 $4.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.6% 50,581 $4.5M
Millennium Management 0.00% Reduce -78.0% 50,439 $4.5M
Mariner, LLC 0.01% Reduce -4.0% 50,107 $4.5M
Hudson Bay Capital Management LP 0.03% No change 50,000 $4.5M
Florida Trust Wealth Management Co 0.13% Add +6.0% 49,466 $4.4M
Fortem Financial Group, LLC 1.25% Reduce -0.4% 48,369 $4.3M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -4.9% 46,313 $4.2M
Quantinno Capital Management LP 0.01% Add +25.2% 46,218 $4.1M
Measured Wealth Private Client Group, LLC 1.10% Add +3.7% 45,737 $4.1M
Brookstone Capital Management 0.05% Add +804.1% 45,539 $4.1M
Creative Planning 0.00% Add +12.2% 44,830 $4.0M
Corient Private Wealth LP 0.01% Reduce -68.0% 43,918 $3.9M
Private Advisor Group, LLC 0.02% Reduce -2.6% 43,756 $3.9M
Innova Wealth Partners 2.08% New 42,853 $3.8M
Great Valley Advisor Group, Inc. 0.08% Add +0.3% 42,486 $3.8M
Obsidian Personal Planning Solutions LLC 1.28% Add +7.2% 43,159 $3.7M
Beacon Pointe Advisors, LLC 0.03% Reduce -15.4% 40,378 $3.6M
NBT Bank, N.A. 0.23% Reduce -0.8% 40,237 $3.6M
Jaffetilchin Investment Partners, LLC 0.21% Add +1.0% 39,281 $3.5M
SkyView Investment Advisors, LLC 0.44% Add +3.6% 38,715 $3.5M
Jones Financial Companies LLLP 0.00% Add +16.7% 38,524 $3.4M
Miller Investment Management, LP 0.34% Reduce -3.3% 37,774 $3.4M
Toth Financial Advisory Corp. 0.36% Add +83.7% 37,064 $3.3M
Credit Agricole S A 0.01% — 36,148 $3.2M
FMR LLC 0.00% Add +0.5% 35,683 $3.2M
Legacy Private Trust Co. 0.19% Reduce -2.1% 35,571 $3.2M
Simmons Bank 0.20% Reduce -1.0% 34,277 $3.1M
Pathstone Holdings, LLC 0.01% Add +1.4% 33,782 $3.0M
Trust Co. of Oklahoma 0.88% Add +1.4% 33,153 $3.0M
RPg Family Wealth Advisory, LLC 0.65% New 32,861 $2.9M
XTX Topco Ltd 0.15% Add +84.9% 32,706 $2.9M
Comerica Bank 0.01% Reduce -2.3% 31,998 $2.9M
Dumont & Blake Investment Advisors LLC 0.67% Reduce -0.9% 30,980 $2.8M
Harbour Investment Management LLC 1.20% Reduce -5.0% 30,833 $2.8M
Provident Co of the Employees of the Hebrew University LTD 2.71% No change 30,293 $2.7M
Sanctuary Advisors, LLC 0.02% Reduce -2.7% 29,859 $2.7M
Clarity Financial LLC 0.26% Reduce -3.7% 29,043 $2.6M
Sharper & Granite LLC 0.92% Add +33.5% 28,680 $2.6M
CFC Planning Co LLC 2.16% New 28,671 $2.6M
Gladstone Institutional Advisory LLC 0.10% Reduce -35.6% 28,450 $2.5M
Meridian Investment Counsel Inc. 0.63% Add +5.1% 28,350 $2.5M
Fragasso Financial Advisors Inc 0.16% Reduce -12.1% 27,874 $2.5M
Alerus Financial NA 0.12% Reduce -0.5% 26,755 $2.4M
WBH Advisory Inc. 0.18% Reduce -1.6% 26,647 $2.4M
Wealth Advisors of Tampa Bay, LLC 0.79% Reduce -0.1% 26,592 $2.4M
Compass Wealth Management, LLC 1.04% Add +6.4% 26,207 $2.3M
Pinnacle Associates Ltd. 0.03% Add +9.6% 25,521 $2.3M
Canton Hathaway, LLC 0.44% New 25,436 $2.3M
HRT Financial LP 0.01% New 25,415 $2.3M
CX Institutional 0.07% Reduce -37.3% 24,834 $2.2M
Family Legacy, Inc. 0.68% Reduce -1.5% 24,812 $2.2M
Keybank National Association 0.01% Add +1.1% 24,410 $2.2M
Sigma Planning Corp 0.06% Add +1.9% 24,305 $2.2M
Chemung Canal Trust Co. 0.43% Add +2.1% 24,275 $2.2M
Zuckerman Investment Group, LLC 0.20% Add +0.2% 24,022 $2.2M
Midwest Trust Co 0.03% Reduce -1.1% 23,618 $2.1M
Hills Bank & Trust Co 0.12% Reduce -6.8% 23,500 $2.1M
Future Financial Wealth Managment LLC 1.30% Add +2.8% 23,053 $2.1M
BlueCrest Capital Management Ltd 0.15% New 23,000 $2.1M
Mader & Shannon Wealth Management, Inc. 1.00% Add +4.2% 22,683 $2.0M
Butensky & Cohen Financial Security, Inc. 0.56% Add +2.1% 22,556 $2.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -35.0% 22,505 $2.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.57% Add +6.2% 22,493 $2.0M
Garrison Point Advisors, LLC 0.84% Reduce -1.1% 22,282 $2.0M
AMG National Trust Bank 0.05% Reduce -1.5% 22,165 $2.0M
CTC Alternative Strategies, Ltd. 3.19% New 22,080 $2.0M
State Street Corp. 0.00% New 21,895 $2.0M
High Note Wealth, LLC 0.39% Reduce -14.3% 21,800 $2.0M
Floyd Financial Group LLC 1.45% Add +3.1% 22,135 $2.0M
Zullo Investment Group, Inc. 0.71% Add +2.9% 21,403 $1.9M
CENTRAL TRUST Co 0.04% Reduce -2.3% 21,295 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.4% 21,328 $1.9M
Merit Financial Group, LLC 0.02% Reduce -5.5% 21,120 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -1.6% 20,904 $1.9M
Snowden Capital Advisors LLC 0.05% Add +0.6% 20,843 $1.9M
Ausdal Financial Partners, Inc. 0.09% Reduce -3.4% 20,629 $1.8M
Trilogy Capital Inc. 0.09% Reduce -74.6% 20,612 $1.8M
Bedell Frazier Investment Counselling, LLC 0.38% Add +1.3% 20,361 $1.8M
Winthrop Capital Management, LLC 0.44% Add +1.2% 20,209 $1.8M
Fiduciary Group, LLC 0.16% Add +5.0% 20,027 $1.8M
Conscious Wealth Investments, LLC 1.06% New 20,768 $1.8M
Evercore Wealth Management, LLC 0.03% Add +0.3% 19,713 $1.8M
Joseph P. Lucia & Associates, LLC 0.67% Add +14.9% 19,709 $1.8M
Whitener Capital Management, Inc. 0.42% Reduce -1.6% 19,594 $1.8M
Premier Path Wealth Partners, LLC 0.22% Reduce -3.1% 19,487 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +7.7% 19,216 $1.7M
AlphaCore Capital LLC 0.06% Reduce -3.7% 19,115 $1.7M
Walleye Capital LLC 0.02% Reduce -72.9% 19,018 $1.7M
Clarus Wealth Advisors 0.75% Add +0.3% 18,965 $1.7M
BOS Asset Management, LLC 0.48% Add +2.6% 18,817 $1.7M
Maridea Wealth Management LLC 0.26% New 18,861 $1.7M
Providence First Trust Co 0.57% Add +4.4% 18,344 $1.6M
Baird Financial Group, Inc. 0.00% Add +107.7% 18,323 $1.6M
FIL Ltd 0.00% Add +0.7% 18,176 $1.6M
Marathon Trading Investment Management LLC 0.69% Add +104.6% 18,000 $1.6M
Point72 Asset Management 0.00% Add +479.6% 17,864 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -62.8% 17,594 $1.6M
Straightline Group LLC 0.90% Add +3.6% 17,521 $1.6M
Essex LLC 0.28% Reduce -1.6% 17,218 $1.5M
SIH Partners, LLLP 0.14% New 17,218 $1.5M
D L Carlson Investment Group Inc. 0.26% Reduce -1.1% 17,193 $1.5M
Equitable Holdings, Inc. 0.01% Reduce -52.0% 17,113 $1.5M
Lee Danner & Bass Inc. 0.11% Add +0.3% 16,959 $1.5M
WP Advisors, LLC 0.38% Add +0.4% 16,853 $1.5M
Moment Partners, LLC 0.27% Add +0.7% 16,732 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -3.7% 16,266 $1.5M
Csenge Advisory Group 0.07% Add +7.9% 16,222 $1.5M
American Financial & Tax Strategies Inc. 0.72% Reduce -3.4% 16,100 $1.4M
Lido Advisors, LLC 0.01% Add +55.2% 16,075 $1.4M
MAI Capital Management 0.01% Add +1.6% 15,771 $1.4M
Beacon Capital Management, Inc. 0.07% New 15,704 $1.4M
Crews Bank & Trust 0.21% Reduce -1.5% 15,665 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +11.1% 15,613 $1.4M
Walleye Trading LLC 0.02% Reduce -61.9% 15,518 $1.4M
Arrow Financial Corp 0.14% Add +0.7% 15,351 $1.4M
Wilson & Boucher Capital Management, LLC 0.90% Reduce -1.9% 15,317 $1.4M
United Asset Strategies, Inc. 0.11% Reduce -14.4% 15,301 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -2.7% 15,203 $1.4M
Squarepoint Ops LLC 0.00% New 15,189 $1.4M
Busey Bank 0.04% No change 15,132 $1.4M
SCS Capital Management LLC 0.01% No change 15,125 $1.4M
Benjamin Edwards Inc. 0.02% Add +39.5% 14,907 $1.3M
Lineweaver Wealth Advisors, LLC 0.19% Add +22.7% 14,800 $1.3M
IHT Wealth Management, LLC 0.03% Reduce -58.4% 14,778 $1.3M
CreativeOne Wealth, LLC 0.03% Add +454.6% 14,502 $1.3M
M3 Advisory Group, LLC 0.80% Add +1.5% 14,238 $1.3M
AmeriServ Wealth Advisors 0.64% Reduce -51.3% 14,104 $1.3M
Orange Investment Advisors, Inc. 0.13% Add +7.2% 13,817 $1.2M
Vantage Financial Partners, LLC 0.26% Add +0.3% 13,703 $1.2M
Advisory Resource Group 0.22% Add +3.9% 13,613 $1.2M
Concurrent Investment Advisors, LLC 0.02% Add +11.2% 13,463 $1.2M
Nelson Capital Management, LLC 0.14% Add +2.0% 13,462 $1.2M
KMG Fiduciary Partners, LLC 0.08% Reduce -3.6% 13,434 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% Add +0.2% 13,384 $1.2M
NewEdge Advisors, LLC 0.01% Reduce -1.6% 13,304 $1.2M
J.W. Cole Advisors, Inc. 0.02% Reduce -16.2% 13,156 $1.2M
Camelot Technology Advisors, Inc. 0.95% Add +0.3% 13,154 $1.2M
Blair William & Co. 0.00% Add +0.3% 13,041 $1.2M
Stillwater Capital Advisors, LLC 0.13% Reduce -0.1% 12,992 $1.2M
CoreCap Advisors, LLC 0.04% Add +86.4% 12,963 $1.2M
Sterling Investment Counsel, LLC 0.37% Add +389.0% 12,852 $1.2M
Stockman Wealth Management, Inc. 0.14% Add +4.1% 12,841 $1.2M
Captrust Financial Advisors 0.00% Add +0.3% 12,816 $1.1M
Financial & Tax Architects, LLC 0.25% New 12,697 $1.1M
Fulton Bank, N.A. 0.04% Add +0.1% 12,660 $1.1M
Waverly Advisors, LLC 0.01% Add +74.1% 12,634 $1.1M
Foundations Investment Advisors, LLC 0.02% Add +118.0% 12,597 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -10.5% 12,658 $1.1M
Conservest Capital Advisors, Inc. 0.10% Add +0.2% 12,571 $1.1M
Granite Harbor Advisors, Inc. 0.47% Add +2.0% 12,493 $1.1M
CWC Advisors, LLC. 0.54% Add +3.5% 12,338 $1.1M
Perigon Wealth Management, LLC 0.02% Add +185.3% 12,249 $1.1M
Cornerstone National Bank & Trust Co 0.45% Add +0.6% 12,211 $1.1M
Advisory Services Network, LLC 0.02% Add +11.7% 12,171 $1.1M
&partners 0.01% Add +6.1% 11,966 $1.1M
Integrated Advisors Network LLC 0.04% Add +1.1% 11,742 $1.1M
Roundview Capital LLC 0.07% Reduce -0.9% 11,691 $1.0M
Prospera Financial Services Inc 0.02% Reduce -0.2% 11,605 $1.0M
Parsons Capital Management Inc. 0.06% Reduce -12.9% 11,508 $1.0M
First National Trust Co 0.04% Reduce -2.0% 11,506 $1.0M
Citizens Financial Group Inc. 0.01% Reduce -7.8% 11,454 $1.0M
Abbot Financial Management, Inc. 0.43% Reduce -3.4% 11,324 $1.0M
Forbes J M & Co. LLP 0.08% No change 11,305 $1.0M
Cooksen Wealth, LLC 0.76% Add +9.2% 11,300 $1.0M
Capital Investment Advisors, LLC 0.02% Reduce -2.6% 11,299 $1.0M
Brown, Lisle/Cummings, Inc. 0.26% Reduce -1.6% 11,151 $999K
Sage Capital Advisors,llc 0.24% Reduce -1.4% 11,147 $999K
Baker Avenue Asset Management, LP 0.02% Add +2.7% 11,042 $990K
Boltwood Capital Management 0.26% Reduce -8.3% 11,025 $988K
Sage Capital Management, LLC 0.44% Add +0.4% 10,997 $985K
Independent Financial Group, LLC 0.02% Add +7.6% 10,929 $979K
Carnegie Investment Counsel 0.02% Reduce -9.4% 10,929 $979K
Atria Investments, Inc 0.01% Reduce -7.5% 10,847 $972K
Orrstown Financial Services Inc. 0.17% Add +6.4% 10,841 $972K
Mechanics Bank Trust Department 0.14% Reduce -10.4% 10,734 $962K
Community Bank, N.A. 0.12% Reduce -0.7% 10,630 $953K
Vanguard Group Inc. 0.00% No change 10,609 $951K
PCG Asset Management, LLC 0.76% Reduce -0.1% 10,570 $947K
BigSur Wealth Management LLC 0.23% No change 10,410 $933K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +6.6% 10,321 $925K
Orca Investment Management, LLC 0.76% Reduce -0.1% 10,298 $923K
Biondo Investment Advisors, LLC 0.12% New 10,295 $923K
Choreo, LLC 0.01% Reduce -6.6% 10,282 $921K
Sowell Financial Services LLC 0.04% Reduce -8.5% 10,276 $921K
Financial Engines Advisors L.L.C. 0.00% Add +0.7% 10,270 $920K
AQR Capital Management 0.00% Add +24.3% 10,253 $919K
Intrua Financial, LLC 0.11% Add +26.5% 10,115 $907K
Chesapeake Wealth Management 0.27% Add +1.0% 10,049 $901K
Meridian Wealth Management, LLC 0.03% Add +7.5% 9,961 $887K
Sykon Capital LLC 0.30% New 9,892 $887K
Axxcess Wealth Management, LLC 0.02% New 9,886 $886K
Luminist Capital LLC 0.76% Add +1823.0% 9,788 $868K
Balyasny Asset Management L.P. 0.00% Reduce -58.8% 9,529 $854K
National Bank of Canada 0.00% Reduce -14.2% 9,520 $853K
Pachira Investments Inc. 0.48% Reduce -11.7% 9,473 $849K
Horizon Financial Services, LLC 0.40% Reduce -32.2% 9,465 $848K
Arista Wealth Management, LLC 0.11% No change 9,461 $848K
Cary Street Partners Financial LLC 0.02% Reduce -11.3% 9,311 $834K
Peoples Financial Services Corp. 0.38% Add +12.6% 9,288 $832K
Vista Investment Management 0.29% Reduce -1.3% 9,269 $831K
ClearAlpha Technologies LP 2.26% Reduce -50.1% 9,218 $826K
Volterra Technologies LP 0.54% New 9,165 $821K
Strategic Blueprint, LLC 0.04% Add +0.6% 9,048 $811K
Providence Capital Advisors, LLC 0.14% Add +7.0% 8,937 $801K
Glen Eagle Advisors, LLC 0.11% Add +2.4% 8,781 $787K
Peoples Bank 0.77% Reduce -14.3% 8,629 $773K
Cabana LLC 4.71% Reduce -9.5% 8,591 $770K
Bank of New York Mellon Corp 0.00% Reduce -10.8% 8,587 $770K
Arkadios Wealth Advisors 0.02% Add +9.8% 8,459 $758K
Laurel Wealth Advisors LLC 0.11% No change 8,431 $756K
Wealthfront Advisers LLC 0.00% Reduce -15.6% 8,401 $753K
Huntington National Bank 0.01% Reduce -17.4% 8,283 $742K
Verition Fund Management LLC 0.00% No change 8,152 $731K
Perennial Investment Advisors, LLC 0.06% Add +24.1% 7,985 $716K
Foronjy Financial LLC 0.31% Reduce -42.2% 7,914 $709K
Ipsen Advisor Group LLC 0.51% Reduce -1.3% 7,845 $703K
MontVue Capital Management, Inc. 0.47% Reduce -1.6% 7,783 $698K
Summit Financial, LLC 0.01% Add +2.1% 7,732 $693K
Investment Partners, LTD. 0.24% No change 7,725 $692K
Associated Banc-Corp 0.02% Reduce -9.2% 7,599 $681K
Personal Cfo Solutions, LLC 0.12% New 7,582 $679K
Edgestream Partners, L.P. 0.02% Add +90.0% 7,581 $679K
Nvwm, LLC 0.15% Add +7.0% 7,577 $679K
First Trust Advisors LP 0.00% Reduce -44.5% 7,561 $678K
Flagship Harbor Advisors, LLC 0.03% Add +11.8% 7,552 $677K
Castleview Partners, LLC 0.36% Add +25.6% 7,483 $671K
Fourth Dimension Wealth, LLC 0.25% Add +4.3% 7,307 $655K
Bfsg, LLC 0.06% Reduce -27.2% 7,205 $646K
Equitable Trust Co. 0.03% No change 7,200 $645K
RFG Advisory, LLC 0.01% Add +8.6% 7,166 $642K
M&T Bank Corp 0.00% No change 7,161 $642K
Trust Co 0.07% Add +4.9% 7,153 $641K
Jacobi Capital Management LLC 0.04% Add +7.5% 7,136 $639K
Tiaa Trust, National Association 0.00% Reduce -2.1% 7,046 $631K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -0.5% 7,031 $630K
Scotia Capital Inc. 0.00% Reduce -17.7% 6,927 $621K
Callan Family Office, LLC 0.02% No change 6,906 $619K
International Assets Investment Management, LLC 0.05% No change 6,867 $619K
Tocqueville Asset Management L.P. 0.01% No change 6,860 $615K
Evernest Financial Advisors, LLC 0.17% Add +1.2% 6,833 $612K
Kestra Private Wealth Services, LLC 0.01% Reduce -4.7% 6,802 $610K
Elevation Point Wealth Partners, LLC 0.04% Add +9.2% 6,791 $609K
Vestmark Advisory Solutions, Inc. 0.01% New 6,730 $603K
JFS Wealth Advisors, LLC 0.04% Add +172.2% 6,708 $601K
Rockland Trust Co. 0.02% Add +1.3% 6,660 $597K
Global Financial Private Client, LLC 0.21% Add +0.1% 6,626 $594K
Stratos Wealth Partners, LTD. 0.01% Add +7.5% 6,598 $591K
Fiduciary Trust Co 0.01% No change 6,579 $590K
Monetary Management Group Inc. 0.13% Reduce -1.5% 6,500 $583K
3EDGE Asset Management, LP 0.03% Add +18.6% 6,515 $581K
Bricktown Capital, LLC 0.10% No change 6,473 $580K
Arlington Capital Management, Inc. 0.37% New 6,399 $573K
SouthState Bank Corp 0.03% No change 6,356 $570K
Freedom Investment Management, Inc. 0.15% Reduce -67.6% 6,330 $567K
Empirical Asset Management, LLC 0.16% Add +1.8% 6,311 $566K
Bank of New Hampshire 0.13% Reduce -7.5% 6,236 $559K
Apexium Financial, LP 0.03% Reduce -3.3% 6,028 $540K
Intelligence Driven Advisers, LLC 0.07% No change 6,000 $538K
Cullen/Frost Bankers, Inc. 0.01% Add +1.3% 5,990 $537K
Burford Brothers, Inc. 0.23% Add +3.1% 5,969 $535K
Fearless Solutions, LLC dba Best Invest 0.34% Add +0.5% 5,964 $534K
Piscataqua Savings Bank 0.41% Reduce -2.3% 5,922 $531K
Ameritas Advisory Services, LLC 0.03% Reduce -9.0% 5,908 $529K
Windsor Capital Management, LLC 0.14% Add +1.2% 5,861 $525K
Ring Mountain Capital, LLC 0.29% Reduce -9.3% 5,849 $524K
Dynamic Advisor Solutions LLC 0.02% Add +116.4% 5,800 $520K
RiverGlades Family Offices LLC 0.32% Reduce -1.5% 5,784 $518K
McGuire Investment Group, LLC 0.06% Reduce -0.4% 5,727 $513K
Vectors Research Management, LLC 0.16% Reduce -2.1% 5,693 $510K
Brandywine Oak Private Wealth LLC 0.04% Reduce -0.2% 5,660 $507K
Daiwa Securities Group Inc. 0.00% No change 5,636 $505K
Hilltop Holdings Inc. 0.03% Add +2.3% 5,627 $504K
First Horizon Corp. 0.02% — 5,591 $501K
Bristlecone Advisors, LLC 0.04% No change 5,560 $498K
Saxony Capital Management, LLC 0.33% New 5,500 $493K
CWA Asset Management Group, LLC 0.02% Reduce -36.4% 5,485 $492K
Institute for Wealth Management, LLC. 0.05% Reduce -0.6% 5,467 $490K
Cresset Asset Management, LLC 0.00% No change 5,454 $489K
First National Bank of Hutchinson 0.26% No change 5,432 $487K
Davies Financial Advisors, Inc. 0.39% Reduce -5.1% 5,391 $483K
Curat Global, LLC 0.45% Reduce -0.6% 5,380 $482K
Bank of Marin 0.34% Reduce -3.4% 5,343 $479K
HB Wealth Management, LLC 0.00% Add +5.3% 5,278 $473K
Centaurus Financial, Inc. 0.02% Add +5.8% 5,275 $473K
Vident Advisory, LLC 0.00% New 5,262 $472K
Bank of Hawaii 0.02% No change 5,259 $471K
Moneco Advisors, LLC 0.04% New 5,254 $471K
ARS Investment Partners, LLC 0.03% Add +16.5% 5,242 $470K
SOL Capital Management CO 0.04% Reduce -35.3% 5,215 $467K
Stratos Wealth Advisors, LLC 0.02% Add +0.6% 5,192 $465K
AdvisorNet Financial, Inc 0.03% Reduce -6.5% 5,181 $464K
Mather Group, Llc. 0.00% Reduce -2.7% 5,180 $464K
Redwood Financial Network Corp 0.29% Add +0.2% 5,176 $464K
Parallax Volatility Advisers, L.P. 0.02% Add +516600.0% 5,167 $463K
Y-Intercept (Hong Kong) Ltd 0.01% New 5,087 $456K
Means Investment Co., Inc. 0.04% Add +0.5% 5,041 $452K
Rovin Capital /Ut/ 0.12% Reduce -0.1% 5,024 $450K
Caldwell Trust Co 0.04% Add +22.2% 4,984 $447K
IMZ Advisory Inc 0.16% Reduce -8.2% 4,942 $443K
Kingswood Wealth Advisors, LLC 0.03% Add +6.3% 4,931 $442K
Courier Capital LLC 0.03% Reduce -4.0% 4,895 $439K
10Elms LLP 0.45% Add +0.2% 4,886 $438K
United Capital Financial Advisors, LLC 0.00% Reduce -11.2% 4,884 $438K
AAFMAA Wealth Management & Trust LLC 0.17% Add +1.3% 4,861 $436K
Navis Wealth Advisors, LLC 0.33% No change 4,850 $435K
Wedmont Private Capital 0.02% Add +0.1% 4,840 $433K
NTV Asset Management LLC 0.05% No change 4,821 $432K
MGB Wealth Management, LLC 0.12% No change 4,807 $431K
Glenmede Investment Management, LP 0.00% Reduce -0.1% 4,800 $430K
Centennial Bank 0.17% Add +45.6% 4,799 $430K
ArchPoint Investors 0.12% No change 4,790 $429K
Fairvoy Private Wealth, LLC 0.10% New 4,763 $427K
GW Henssler & Associates Ltd. 0.02% Reduce -15.7% 4,759 $426K
Colony Family Offices, LLC 0.11% No change 4,751 $426K
Wall Street Financial Group, Inc. 0.31% Reduce -15.7% 4,739 $425K
Ellis Investment Partners, LLC 0.08% Add +2.5% 4,712 $422K
Transcend Capital Advisors, LLC 0.03% Add +0.3% 4,692 $421K
Montecito Bank & Trust 0.07% — 4,683 $420K
Venturi Wealth Management, LLC 0.02% Reduce -20.2% 4,651 $417K
First Bancorp, Inc 0.22% No change 4,645 $416K
Pinnacle Financial Partners Inc 0.01% Reduce -20.4% 4,610 $413K
North Star Investment Management Corp. 0.03% Add +4.4% 4,608 $413K
Calton & Associates, Inc. 0.06% Add +33.9% 4,586 $411K
Sequent Planning LLC 0.12% Add +10.1% 4,538 $407K
Janney Capital Management LLC 0.03% Reduce -1.8% 4,527 $406K
Mainsail Asset Management, LLC 0.18% No change 4,500 $403K
Cranbrook Wealth Management, LLC 0.08% Reduce -5.9% 4,494 $403K
Sequoia Financial Advisors, LLC 0.00% Add +3.2% 4,490 $402K
IAM Advisory, LLC 0.09% Add +19.1% 4,457 $399K
Okabena Investment Services Inc. 0.08% Add +2.1% 4,356 $390K
Farther Finance Advisors, LLC 0.01% Add +150.3% 4,328 $388K
Keel Point, LLC 0.02% New 4,311 $386K
Pine Valley Investments Ltd Liability Co 0.02% Add +7.6% 4,289 $384K
Legacy Capital Wealth Partners, LLC 0.08% Add +9.2% 4,278 $383K
Midwestern Financial, LLC 0.32% Add +7.8% 4,203 $377K
Cullen Capital Management, LLC 0.00% Reduce -90.8% 4,167 $373K
German American Bancorp, Inc. 0.03% Reduce -57.7% 4,152 $372K
Spinnaker Trust 0.02% No change 4,150 $372K
Maxele Advisors, LLC 0.32% No change 4,105 $368K
Meridian Financial Advisors, LLC 0.21% Add +4.2% 4,092 $367K
HBW Advisory Services LLC 0.04% Add +0.4% 4,084 $366K
Creative Financial Designs Inc. 0.02% Reduce -8.2% 4,057 $364K
Private Trust Co. NA 0.03% Reduce -2.2% 4,043 $362K
Blue Chip Partners, LLC 0.03% Reduce -0.1% 3,993 $358K
PFG Investments, LLC 0.02% Add +3.2% 3,980 $357K
Private Wealth Asset Management, LLC 0.04% Reduce -5.0% 3,965 $355K
One Charles Private Wealth Services, LLC 0.09% Add +6.8% 3,916 $351K
Global Retirement Partners, LLC 0.01% Add +190.8% 3,914 $351K
Gallacher Capital Management LLC 0.14% Reduce -16.2% 3,836 $344K
Iyo Bank, Ltd. 0.13% No change 3,825 $343K
Clear Street Group Inc. 0.00% — 3,824 $343K
MV Capital Management, Inc. 0.03% No change 3,816 $342K
New Wave Wealth Advisors LLC 0.13% Add +3.5% 3,796 $340K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.3% 3,784 $340K
Stenger Family Office, LLC 0.07% Add +0.5% 3,746 $333K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -3.9% 3,708 $332K
1ST Source Bank 0.02% Reduce -0.1% 3,704 $332K
MainStreet Investment Advisors LLC 0.04% Reduce -3.9% 3,663 $328K
Synovus Financial Corp. 0.00% Add +0.1% 3,652 $327K
Greenwich Wealth Management LLC 0.02% Add +7.1% 3,633 $326K
Interactive Financial Advisors, Inc. 0.17% Reduce -42.2% 3,605 $323K
Tyche Wealth Partners LLC 0.06% Reduce -0.1% 3,584 $321K
Lodestar Private Asset Management LLC 0.03% No change 3,525 $316K
Cozad Asset Management Inc. 0.03% Add +0.3% 3,525 $316K
Beacon Financial Advisory LLC 0.07% Add +0.2% 3,509 $314K
Wedbush Securities Inc. 0.01% Reduce -14.8% 3,498 $314K
Novare Capital Management LLC 0.02% Add +12.8% 3,445 $309K
Rothschild Capital Partners, LLC 0.07% New 3,410 $306K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -9.5% 3,390 $304K
Valmark Advisers, Inc. 0.00% Reduce -3.3% 3,387 $304K
Allworth Financial LP 0.00% Reduce -7.7% 3,381 $303K
Bangor Savings Bank 0.03% Reduce -2.7% 3,375 $302K
SFE Investment Counsel 0.05% Reduce -3.0% 3,353 $301K
Hopwood Financial Services, Inc. 0.20% Reduce -8.8% 3,337 $299K
Chemistry Wealth Management LLC 0.06% Add +0.0% 3,328 $298K
Thomasville National Bank 0.02% No change 3,321 $298K
St. Johns Investment Management Company, LLC 0.13% Add +3.6% 3,299 $296K
Larson Financial Group LLC 0.01% Reduce -9.3% 3,256 $292K
USA Financial Formulas 0.05% New 3,247 $291K
Koshinski Asset Management, Inc. 0.02% Add +23.4% 3,244 $291K
Belpointe Asset Management LLC 0.01% Reduce -0.7% 3,243 $291K
Assetmark, Inc. 0.00% Add +11.9% 3,202 $287K
Gilliland Jeter Wealth Management LLC 0.09% No change 3,193 $286K
Independence Bank of Kentucky 0.04% Add +2.2% 3,192 $286K
Signal Advisors Wealth, LLC 0.03% New 3,177 $285K
Texas Capital Bank Wealth Management Services Inc 0.02% No change 3,175 $285K
Evanson Asset Management, LLC 0.02% Add +0.3% 3,171 $284K
Mezzasalma Advisors, LLC 0.07% Add +0.3% 3,155 $283K
Intrepid Financial Planning Group LLC 0.11% Reduce -7.7% 3,154 $283K
Apollon Wealth Management, LLC 0.01% Add +5.5% 3,154 $283K
Crescent Grove Advisors, LLC 0.03% No change 3,152 $282K
Mutual Advisors, LLC 0.01% Reduce -42.0% 3,152 $282K
Nwam LLC 0.02% Reduce -10.9% 3,138 $279K
NorthCoast Asset Management LLC 0.00% Reduce -4.7% 3,105 $278K
E&G Advisors, LLC 0.06% Add +1.3% 3,104 $278K
Ally Invest Advisors Inc. 0.02% Add +5.7% 3,088 $277K
Argent Trust Co 0.01% Reduce -3.2% 3,057 $274K
Focus Financial Network, Inc. 0.01% Add +21.4% 3,039 $272K
Blue Fin Capital, Inc. 0.04% Add +12.3% 3,008 $270K
Massachusetts Wealth Management 0.13% No change 3,005 $269K
Gotham Asset Management 0.00% No change 2,987 $268K
Evolution Wealth Advisors, LLC 0.04% Reduce -1.2% 2,951 $264K
DAVENPORT & Co LLC 0.00% Reduce -3.1% 2,949 $264K
Vontobel Holding Ltd. 0.00% Add +7.3% 2,943 $264K
University of Texas/Texas Am Investment Management Co. 0.04% Add +23.4% 2,939 $263K
Milestone Asset Management, LLC 0.05% New 2,935 $263K
Plimoth Trust Co. LLC 0.06% New 2,913 $261K
Roberts Wealth Advisors, LLC 0.07% Reduce -2.4% 2,913 $261K
Kessler Investment Group, LLC 0.11% Reduce -68.7% 2,910 $261K
Johnson Investment Counsel Inc. 0.00% No change 2,904 $260K
Hudock, Inc. 0.04% Reduce -8.7% 2,875 $258K
Northwestern Mutual Wealth Management Co. 0.00% Add +74.6% 2,855 $256K
Orion Porfolio Solutions, LLC 0.00% Reduce -23.9% 2,817 $252K
Westover Capital Advisors, LLC 0.05% No change 2,815 $252K
O'shaughnessy Asset Management, LLC 0.00% Add +38.0% 2,791 $250K
D.A. Davidson & Co. 0.00% Add +11.0% 2,775 $249K
Prentice Wealth Management LLC 0.06% Reduce -14.1% 2,769 $248K
Mill Creek Capital Advisors, LLC 0.01% No change 2,755 $247K
Kovack Advisors, Inc. 0.02% Reduce -0.5% 2,751 $247K
Condor Capital Management 0.02% Reduce -3.2% 2,719 $244K
Greenleaf Trust 0.00% No change 2,700 $242K
Vickerman Investment Advisors, Inc. 0.05% Reduce -2.8% 2,691 $241K
MKT Advisors LLC 0.09% Add +11.6% 2,708 $240K
DT Investment Partners, LLC 0.02% No change 2,678 $240K
Independent Advisor Alliance 0.01% Add +2.6% 2,661 $238K
Colton Groome Financial Advisors, LLC 0.07% New 2,642 $237K
Comprehensive Money Management Services LLC 0.17% No change 2,640 $237K
Moneta Group Investment Advisors LLC 0.00% Add +1.8% 2,623 $235K
Prime Capital Investment Advisors, LLC 0.00% Add +1.4% 2,609 $234K
Aberdeen Wealth Management LLC 0.15% No change 2,600 $233K
Credit Industriel Et Commercial 0.05% Reduce -45.5% 2,599 $233K
Magnus Financial Group LLC 0.02% Reduce -2.3% 2,588 $232K
Fifth Third Wealth Advisors LLC 0.01% Add +8.8% 2,529 $227K
Avior Wealth Management, LLC 0.01% Reduce -12.8% 2,503 $224K
MMBG Investment Advisors Co. 0.02% No change 2,500 $224K
J. Goldman & Co LP 0.01% New 2,495 $224K
Strategic Financial Concepts, LLC 0.03% New 2,481 $222K
Encompass More Asset Management 0.04% New 2,462 $221K
NorthRock Partners, LLC 0.00% No change 2,444 $219K
Triumph Capital Management 0.06% New 2,423 $217K
Summit Trail Advisors, LLC 0.00% Reduce -18.9% 2,404 $215K
True Vision MN LLC 0.11% Reduce -57.4% 2,403 $215K
Modern Wealth Management, LLC 0.00% No change 2,401 $215K
Gilman Hill Asset Management, LLC 0.03% No change 2,400 $215K
Capital Advisors, Ltd. LLC 0.02% Reduce -44.5% 2,385 $214K
Acorns Advisers, LLC 0.00% New 2,389 $214K
Cornerstone Wealth Management, LLC 0.01% Reduce -5.4% 2,386 $214K
South Plains Financial, Inc. 0.13% No change 2,377 $213K
Rockingstone Advisors LLC 0.10% New 2,365 $212K
Howe & Rusling Inc. 0.01% Add +7.8% 2,351 $211K
Visionary Wealth Advisors 0.01% Reduce -1.0% 2,341 $210K
Aptus Capital Advisors, LLC 0.00% Reduce -12.4% 2,333 $209K
Brookwood Investment Group LLC 0.03% Reduce -7.0% 2,317 $208K
Moors & Cabot, Inc. 0.01% Reduce -1.8% 2,299 $206K
HUB Investment Partners, LLC 0.01% Reduce -7.0% 2,298 $206K
Guerra Pan Advisors, LLC 0.12% Reduce -14.1% 2,294 $206K
Advyzon Investment Management, LLC 0.03% New 2,270 $203K
Moloney Securities Asset Management, LLC 0.02% New 2,249 $202K
Chicago Partners Investment Group LLC 0.01% New 2,262 $202K
GeoWealth Management, LLC 0.01% Reduce -52.0% 2,243 $201K
Clearstead Advisors, LLC 0.00% Reduce -17.8% 2,125 $190K
IFP Advisors, Inc 0.00% Reduce -31.1% 2,042 $183K
Parallel Advisors, LLC 0.00% No change 2,012 $180K
Atlantic Edge Private Wealth Management, LLC 0.05% Reduce -1.2% 2,000 $179K
Parkside Financial Bank & Trust 0.01% Add +16.6% 1,968 $176K
Wealthspire Advisors, LLC 0.00% New 1,958 $175K
Allspring Global Investments Holdings, LLC 0.00% Add +18.2% 1,945 $172K
GPS Wealth Strategies Group, LLC 0.02% Add +0.4% 1,827 $164K
Founders Financial Alliance, LLC 0.03% Add +303.3% 1,815 $163K
Wilmington Savings Fund Society, FSB 0.00% Reduce -21.0% 1,809 $162K
Bokf, NA 0.00% No change 1,767 $158K
Arlington Trust Co LLC 0.03% No change 1,700 $152K
Franklin Resources Inc. 0.00% No change 1,668 $149K
CIBC Private Wealth Group LLC 0.00% Reduce -9.5% 1,665 $149K
Golden State Wealth Management, LLC 0.02% Reduce -9.4% 1,640 $147K
Lanark Financial, Inc. 0.01% No change 1,637 $147K
Oakworth Capital, Inc. 0.01% Reduce -6.5% 1,582 $142K
Signaturefd, LLC 0.00% Add +17.7% 1,549 $139K
HighMark Wealth Management LLC 0.06% No change 1,522 $136K
Eastern Bank 0.00% No change 1,500 $134K
Activest Wealth Management 0.03% No change 1,417 $127K
Missouri Trust & Investment Co 0.04% Add +588.2% 1,404 $126K
Sachetta, LLC 0.05% Reduce -37.3% 1,401 $126K
EPG Wealth Management LLC 0.03% Reduce -1.8% 1,394 $125K
Tucker Asset Management LLC 0.04% New 1,384 $124K
Federation des caisses Desjardins du Quebec 0.00% No change 1,300 $117K
Provident Wealth Management, LLC 0.03% No change 1,250 $112K
Duncker Streett & Co. Inc. 0.02% Reduce -3.5% 1,240 $111K
Harbour Investments, Inc. 0.00% Reduce -5.6% 1,233 $110K
Geneos Wealth Management Inc. 0.00% No change 1,154 $103K
Chilton Capital Management LLC 0.00% Reduce -1.1% 1,140 $102K
Bollard Group LLC 0.00% Add +0.4% 1,121 $100K
Dunhill Financial, LLC 0.03% Add +0.6% 1,103 $99K
Pinnacle Bancorp, Inc. 0.03% No change 1,075 $96K
Principal Securities, Inc. 0.00% Add +9.9% 1,064 $95K
Jackson Hole Capital Partners, LLC 0.01% Reduce -1.9% 952 $85K
Whittier Trust Co. 0.00% No change 932 $84K
Horizon Investments, LLC 0.00% Reduce -89.4% 922 $83K
Ancora Advisors LLC 0.00% No change 910 $82K
Cape Investment Advisory, Inc. 0.08% Reduce -0.8% 902 $81K
Strategic Wealth Partners, Ltd. 0.01% Reduce -10.8% 895 $80K
Key Financial Inc 0.01% No change 900 $80K
Heritage Wealth Advisors 0.00% No change 850 $76K
Solstein Capital, LLC 0.03% Add +60.8% 735 $66K
Hazlett, Burt & Watson, Inc. 0.02% No change 730 $65K
Covestor Ltd 0.04% Add +36.9% 709 $64K
Hollencrest Capital Management 0.00% No change 707 $63K
Russell Investments Group, Ltd. 0.00% Add +5.2% 693 $62K
Westfuller Advisors, LLC 0.03% New 691 $62K
Vestor Capital, LLC 0.00% Reduce -76.8% 656 $59K
Crewe Advisors LLC 0.01% Reduce -1.8% 640 $57K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 625 $56K
Byrne Asset Management LLC 0.04% No change 624 $56K
2UniFi Bank 0.03% Reduce -24.5% 615 $55K
Imprint Wealth LLC 0.17% — 606 $54K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 593 $53K
Horrell Capital Management, Inc. 0.02% No change 575 $52K
Capital Investment Advisory Services, LLC 0.00% Reduce -26.7% 548 $49K
Adirondack Trust Co. 0.02% No change 546 $49K
SBI Securities Co., Ltd. 0.00% Add +46.8% 533 $48K
EverSource Wealth Advisors, LLC 0.00% Add +8.3% 532 $48K
Ameritas Investment Partners, Inc. 0.00% Add +0.2% 525 $47K
Dynamic Wealth Strategies, LLC 0.03% No change 521 $47K
UMB Bank, n.a. 0.00% Add +143.9% 517 $46K
Tradewinds Capital Management, LLC 0.01% No change 504 $45K
Optimum Investment Advisors 0.02% No change 500 $45K
Perkins Coie Trust Co 0.01% Reduce -58.8% 468 $42K
Family Legacy Financial Solutions, LLC 0.03% Add +0.4% 458 $41K
Tsfg, LLC 0.01% Reduce -9.9% 436 $39K
First United Bank & Trust 0.01% Reduce -13.4% 420 $38K
Plante Moran Financial Advisors, LLC 0.00% No change 412 $37K
Delos Wealth Advisors, LLC 0.02% No change 404 $36K
Davis Capital Management 0.02% — 396 $35K
NFSG Corp 0.01% Reduce -64.2% 384 $34K
FAS Wealth Partners, Inc. 0.00% Add +0.5% 374 $33K
Register Financial Advisors LLC 0.01% No change 370 $33K
Hanson & Doremus Investment Management 0.00% No change 366 $33K
Johnson Financial Group, Inc. 0.00% No change 368 $33K
Winch Advisory Services, LLC 0.01% Add +0.3% 366 $33K
Trust Co. of Vermont 0.00% No change 342 $31K
Blue Trust, Inc. 0.00% Reduce -1.2% 334 $30K
TFC Financial Management, Inc. 0.00% Add +0.6% 319 $29K
Anchor Investment Management, LLC 0.00% No change 315 $28K
Armor Investment Advisors, LLC 0.01% No change 312 $28K
Cordgrass Capital Advisors, LLC 0.01% No change 300 $27K
Thompson Investment Management, Inc. 0.00% No change 300 $27K
First Command Advisory Services, Inc. 0.00% No change 300 $27K
Westside Investment Management, Inc. 0.00% No change 300 $27K
TD Waterhouse Canada Inc. 0.00% Reduce -34.5% 289 $26K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 285 $26K
Sherman Asset Management, Inc. 0.02% No change 265 $24K
Harbor Investment Advisory, LLC 0.00% No change 257 $23K
Legacy Bridge, LLC 0.01% No change 255 $23K
Valley Wealth Managers, Inc. 0.00% No change 255 $23K
Main Street Group, LTD 0.01% No change 249 $22K
Resources Management Corp. /CT/ 0.00% No change 245 $22K
Sound Income Strategies, LLC 0.00% Reduce -1.2% 242 $21K
Banque Cantonale Vaudoise 0.00% Reduce -4.0% 237 $21K
Luken Investment Analytics, LLC 0.01% No change 227 $20K
Salomon & Ludwin, LLC 0.00% Reduce -9.2% 226 $20K
Friedenthal Financial 0.01% No change 226 $20K
Spire Wealth Management 0.00% Reduce -98.6% 222 $20K
GoalVest Advisory LLC 0.00% No change 219 $20K
Promus Capital, LLC 0.01% No change 213 $19K
Strengthening Families & Communities, LLC 0.00% Add +0.5% 212 $19K
Avalon Trust Co 0.00% New 211 $19K
Lowe Wealth Advisors, LLC 0.01% No change 210 $19K
Raffa Wealth Management, LLC 0.00% Reduce -52.2% 203 $18K
BTG Pactual Asset Management US LLC 0.00% No change 205 $18K
Biltmore Family Office, LLC 0.00% No change 200 $18K
HSBC Holdings PLC 0.00% Reduce -97.3% 198 $18K
Medallion Wealth Advisors, LLC 0.01% Reduce -53.2% 196 $18K
MTM Investment Management, LLC 0.01% No change 192 $17K
Financial Gravity Asset Management, Inc. 0.00% — 192 $17K
Valley National Advisers Inc. 0.00% Reduce -4.4% 196 $17K
Estabrook Capital Management 0.00% Add +0.6% 179 $16K
Webster Bank, N. A. 0.00% No change 177 $16K
Farmers & Merchants Investments Inc. 0.00% No change 177 $16K
American National Bank & Trust 0.00% No change 169 $15K
Capital Analysts, LLC 0.00% No change 171 $15K
Blue Bell Private Wealth Management, LLC 0.00% No change 156 $14K
Caitlin John, LLC 0.01% New 154 $14K
Cypress Capital Management LLC (WY) 0.01% No change 150 $13K
Trust Co. of Toledo NA 0.00% No change 150 $13K
Archer Investment Corp 0.00% No change 145 $13K
GAMMA Investing LLC 0.00% No change 144 $13K
Grey Fox Wealth Advisors, LLC 0.00% New 141 $13K
Indiana Trust & Investment Management Co 0.00% No change 138 $12K
Bartlett & Co. Wealth Management LLC 0.00% No change 135 $12K
SYM FINANCIAL Corp 0.00% No change 134 $12K
Abich Financial Wealth Management LLC 0.00% — 125 $11K
Old Second National Bank of Aurora 0.00% No change 125 $11K
City Holding Co. 0.00% No change 125 $11K
Ameriflex Group, Inc. 0.00% Reduce -74.7% 118 $11K
Sage Mountain Advisors LLC 0.00% No change 118 $11K
Pension & Wealth Management Advisors, Inc. 0.00% No change 113 $10K
McIlrath & Eck, LLC 0.00% No change 111 $10K
Pin Oak Investment Advisors Inc. 0.01% No change 111 $10K
United Community Bank 0.00% No change 111 $10K
Wolff Wiese Magana LLC 0.01% No change 105 $9K
Ogorek Anthony Joseph /NY/ 0.00% Add +0.9% 107 $9K
Bessemer Group Inc. 0.00% Reduce -74.4% 98 $9K
Flagship Wealth Advisors, LLC 0.00% Reduce -27.5% 100 $9K
Motco 0.00% No change 100 $9K
Salem Investment Counselors Inc. 0.00% No change 100 $9K
Creative Capital Management Investments LLC 0.00% New 94 $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
Avion Wealth 0.00% Reduce -41.4% 82 $7K
Center for Financial Planning, Inc. 0.00% No change 77 $7K
Montag A & Associates Inc. 0.00% No change 64 $6K
Viewpoint Capital Management LLC 0.00% No change 60 $5K
Painted Porch Advisors LLC 0.00% No change 60 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 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
Weaver Capital Management LLC 0.00% Reduce -8.6% 53 $5K
Abound Wealth Management 0.00% No change 51 $5K
Ashton Thomas Securities, LLC 0.00% New 48 $4K
Crowley Wealth Management, Inc. 0.00% No change 46 $4K
Murphy & Mullick Capital Management Corp 0.00% New 45 $4K
Coston, McIsaac & Partners 0.00% No change 51 $4K
First PREMIER Bank 0.00% Reduce -4.8% 40 $4K
JDM Financial Group LLC 0.00% No change 44 $4K
St Germain D J Co. Inc. 0.00% New 44 $4K
Fortis Group Advisors, LLC 0.00% No change 44 $4K
Morse Asset Management, Inc 0.00% No change 41 $4K
BankPlus Trust Department 0.00% No change 38 $3K
Maseco LLP 0.00% No change 38 $3K
Hantz Financial Services, Inc. 0.00% Reduce -85.8% 39 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 33 $3K
Brown Brothers Harriman & Co. 0.00% Reduce -97.0% 31 $3K
Asset Dedication, LLC 0.00% New 30 $3K
Premier Financial Group 0.00% No change 27 $2K
Atwood & Palmer Inc. 0.00% No change 26 $2K
Citizens National Bank Trust Department 0.00% Reduce -43.2% 25 $2K
Cornerstone Planning Group LLC 0.00% No change 26 $2K
Federated Hermes, Inc. 0.00% New 21 $2K
Copia Wealth Management 0.00% No change 19 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -80.4% 18 $2K
Integrity Financial Corp 0.00% No change 18 $2K
Transamerica Financial Advisors, LLC 0.00% No change 18 $2K
Tortoise Investment Management, LLC 0.00% New 16 $1K
GHP Investment Advisors, Inc. 0.00% No change 15 $1K
PFS Partners, LLC 0.00% No change 15 $1K
Bogart Wealth, LLC 0.00% New 14 $1K
Nemes Rush Group LLC 0.00% New 13 $1K
Rakuten Securities, Inc. 0.00% New 10 $896
Logan Capital Management Inc. 0.00% No change 9 $839
TD Private Client Wealth LLC 0.00% No change 8 $717
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -99.7% 8 $716
DecisionPoint Financial, LLC 0.00% No change 5 $444
Townsend Asset Management Corp. /NC/ 0.00% No change 3 $269
Guerra Advisors Inc 0.00% New 2 $179
Bernard Wealth Management Corp. 0.00% New 1 $90
Smartleaf Asset Management LLC 0.00% Reduce -99.0% 1 $89
Financial Life Planners 0.00% New 1 $48

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