SS Materials Select SectorXLBETF

13F holders, Q2 2026 (June 30)
932holders +28
115new positions
91sold out
7famous investors
$51.01avg. 13F price*

At the end of Q2 2026, 932 institutions reported holding SS Materials Select Sector (XLB) in their 13F filings, up 28 from Q1 2026. 115 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($633.3M), Wells Fargo & Company ($378.2M) and Morgan Stanley ($375.4M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SS Materials Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 2026)
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 2026 → Q2 2026

InstitutionsTotal Value
New Positions115$433.6M
Exits91$397.3M

All 13F filers, Q1 2026 → Q2 2026: 40,086,832 shares bought and 23,597,309 shares sold, net +16,489,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 932 holders

Bank of America Corp. 0.04% Add +27.7% 12,459,148 $633.3M
Wells Fargo & Company 0.07% Add +41.4% 7,440,238 $378.2M
Morgan Stanley 0.02% Add +3.3% 7,384,667 $375.4M
Goldman Sachs Group Inc. 0.03% Add +6.2% 5,820,618 $295.9M
Envestnet Asset Management Inc. 0.06% Add +385.7% 5,388,001 $273.9M
LPL Financial LLC 0.04% Add +36.7% 3,799,286 $193.1M
Raymond James Financial Inc. 0.05% Add +267.9% 3,743,706 $190.3M
Menora Mivtachim Holdings LTD. 0.59% Reduce -42.0% 2,986,080 $151.8M
UBS Group AG 0.02% Add +1.9% 2,786,875 $141.7M
Royal Bank of Canada 0.02% Add +11.5% 2,724,001 $138.5M
Sumitomo Mitsui Financial Group, Inc. 2.37% Add +205733.6% 2,441,186 $124.1M
Truist Financial Corp. 0.15% Add +1537.6% 2,397,993 $121.9M
Janney Montgomery Scott LLC 0.23% Add +819.0% 2,328,091 $118.3M
WestEnd Advisors, LLC 2.53% Add +429542.4% 2,229,844 $113.3M
Citigroup Inc. 0.05% Add +9.5% 2,224,948 $113.1M
Natixis 0.53% Add +119.4% 2,205,212 $112.1M
Main Management ETF Advisors, LLC 3.29% Add +3.0% 2,135,161 $108.5M
Commerce Bank 0.46% Add +1.4% 2,065,807 $105.0M
ING Groep NV 0.51% No change 2,034,061 $103.4M
Cibc World Market Inc. 0.16% Add +82.8% 1,832,098 $93.1M
Ameriprise Financial Inc. 0.02% Add +30.7% 1,806,807 $91.9M
SRB Corp. 4.73% No change 1,729,580 $87.9M
Migdal Insurance & Financial Holdings Ltd. 0.55% Reduce -0.3% 1,696,180 $86.2M
D. E. Shaw & Co. 0.06% New 1,689,170 $85.9M
BNP Paribas Financial Markets 0.04% Reduce -74.3% 1,631,630 $82.9M
Osaic Holdings, Inc. 0.07% Add +4.7% 1,128,272 $57.4M
PGIM Custom Harvest LLC 0.69% Add +9.2% 1,086,212 $55.2M
Factory Mutual Insurance Co. 0.45% New 943,000 $47.9M
EP Wealth Advisors, LLC 0.17% Add +2.6% 899,433 $45.7M
Barclays PLC 0.01% Add +2.1% 890,954 $45.3M
Two Sigma Investments, LP 0.04% New 885,247 $45.0M
Cetera Investment Advisers 0.04% Add +18.2% 830,608 $42.2M
Victory Capital Management Inc. 0.02% New 805,903 $41.0M
Millennium Management 0.03% Add +11373.9% 770,130 $39.1M
Stifel Financial Corp. 0.03% Add +248.0% 738,913 $37.6M
HRT Financial LP 0.06% Add +198.6% 687,637 $35.0M
Bank of Montreal 0.01% Add +9.2% 602,714 $30.6M
PNC Financial Services Group, Inc. 0.01% Add +10.6% 525,465 $26.7M
Bluespring Wealth Management, LLC 0.50% New 511,605 $26.0M
Focus Partners Wealth 0.03% Add +3.0% 487,048 $24.8M
Caption Management, LLC 0.90% Add +64.7% 485,000 $24.7M
Main Management LLC 1.65% Reduce -0.1% 481,735 $24.5M
RiverFront Investment Group, LLC 0.31% Reduce -0.0% 465,998 $23.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.49% Add +6.6% 444,783 $22.6M
Jain Global LLC 0.29% Add +7.7% 440,430 $22.4M
Vestor Capital, LLC 1.39% Reduce -70.6% 31,457 $22.1M
Northern Trust Corp. 0.00% Add +3.3% 435,005 $22.1M
Advisory Alpha, LLC 0.52% Reduce -0.9% 415,988 $21.1M
JPMorgan Chase & Co. 0.00% Reduce -75.7% 407,911 $20.7M
Jefferies Financial Group Inc. 0.19% New 400,400 $20.4M
Legal & General Group Plc 0.00% Add +0.8% 397,289 $20.1M
J.Safra Asset Management Corp 0.92% Add +2.8% 393,130 $20.0M
Equitable Holdings, Inc. 0.12% Add +34.5% 384,550 $19.5M
Passaic Partners LLC 1.83% New 377,252 $19.2M
AE Wealth Management LLC 0.08% Reduce -9.8% 348,281 $17.7M
Citadel Advisors 0.01% Reduce -86.9% 342,617 $17.4M
Horizon Wealth Management, LLC 2.21% New 340,689 $17.3M
Thrivent Financial for Lutherans 0.03% Add +9.7% 304,320 $15.5M
Fifth Third Bancorp 0.02% Add +2.2% 300,521 $15.3M
Jump Financial, LLC 0.15% New 299,863 $15.2M
Atlantic Union Bankshares Corp 0.25% Add +6.9% 293,573 $14.9M
HighTower Advisors, LLC 0.01% Reduce -1.9% 281,549 $14.3M
Assetmark, Inc. 0.02% Add +341.3% 279,439 $14.2M
Black Swift Group, LLC 2.03% New 276,575 $14.1M
Biltmore Wealth Management, LLC 4.34% Add +8.4% 273,577 $13.9M
Estate Counselors, LLC 1.19% Add +41.1% 271,543 $13.8M
Cerity Partners LLC 0.02% Reduce -2.7% 262,982 $13.4M
Van Eck Associates Corp. 0.01% Reduce -47.6% 261,291 $13.3M
Agf Management Ltd. 0.05% Reduce -0.4% 259,148 $13.2M
Trust Asset Management LLC 0.82% Add +3.7% 258,207 $13.1M
Corient Private Wealth LP 0.02% Reduce -2.4% 246,110 $12.5M
TCV Trust & Wealth Management, Inc. 0.92% Reduce -0.9% 239,993 $12.2M
Park Avenue Securities LLC 0.08% Add +14.5% 239,922 $12.2M
MML Investors Services, LLC 0.02% Add +150.2% 232,579 $11.8M
Dakota Wealth Management 0.23% Add +0.3% 232,078 $11.8M
Rockefeller Capital Management L.P. 0.02% Reduce -15.8% 231,307 $11.8M
KCM Investment Advisors LLC 0.34% Add +1.0% 226,020 $11.5M
Graham Capital Management, L.P. 0.44% Add +184.8% 225,000 $11.4M
Royal Fund Management, LLC 0.94% Reduce -8.7% 221,572 $11.3M
Adams Diversified Equity Fund, Inc. 0.34% New 217,300 $11.0M
Commonwealth Equity Services, LLC 0.01% Add +37.0% 210,187 $10.7M
Scotia Capital Inc. 0.04% Add +61.1% 208,845 $10.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 200,000 $10.2M
Flagship Harbor Advisors, LLC 0.37% Add +1.7% 190,279 $9.7M
Tamar Securities, LLC 0.88% Add +39.5% 185,782 $9.4M
Jmac Enterprises LLC 1.59% Add +5.9% 185,558 $9.4M
CoreCap Advisors, LLC 0.28% Add +459.9% 185,556 $9.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -19.9% 182,662 $9.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.22% No change 182,210 $9.3M
Trilogy Capital Inc. 0.36% Reduce -17.5% 179,978 $9.1M
Tower Research Capital LLC (TRC) 0.22% Add +403856.8% 177,741 $9.0M
Toth Financial Advisory Corp. 0.88% Add +21.2% 176,882 $9.0M
Private Wealth Advisors, LLC 2.69% Reduce -3.9% 176,767 $9.0M
Integrated Wealth Concepts LLC 0.06% Reduce -24.1% 173,452 $8.8M
US Bancorp \de 0.01% Reduce -2.5% 165,739 $8.4M
Meitav Investment House Ltd. 0.06% No change 162,417 $8.3M
Bar Harbor Wealth Management 0.44% Add +0.1% 161,192 $8.2M
SG Americas Securities, LLC 0.00% Reduce -34.5% 157,779 $8.0M
Mercer Global Advisors Inc. 0.01% Reduce -7.4% 157,247 $8.0M
Thor Trading Advisors, LLC 2.48% Reduce -5.3% 155,268 $7.9M
Tudor Investment Corporation 0.03% Add +84.0% 154,263 $7.8M
BlackRock, Inc. 0.00% Reduce -10.1% 153,562 $7.8M
Jones Financial Companies LLLP 0.00% Reduce -25.5% 149,546 $7.7M
LifePlan Financial, LLC 5.31% Reduce -0.5% 149,110 $7.6M
Sig Brokerage, LP 1.20% Reduce -38.8% 148,406 $7.5M
DAVENPORT & Co LLC 0.04% Add +224.0% 148,300 $7.5M
Bellwether Advisors, LLC 1.11% Reduce -78.3% 147,758 $7.5M
Merit Financial Group, LLC 0.05% Reduce -1.0% 145,926 $7.4M
Krilogy Financial LLC 0.22% Add +1.3% 145,678 $7.4M
State Street Corp. 0.00% Add +32.6% 144,538 $7.3M
StoneX Group Inc. 0.29% Add +3.6% 143,612 $7.3M
Prestige Wealth Management Group LLC 1.33% Add +55547.7% 143,571 $7.3M
Clarity Financial LLC 0.61% Add +152.9% 141,443 $7.2M
Ayalon Insurance Comp Ltd. 0.88% No change 141,279 $7.2M
Peapack Gladstone Financial Corp. 0.08% Reduce -0.4% 135,588 $6.9M
Sanctuary Advisors, LLC 0.03% Add +99.3% 135,017 $6.9M
First Interstate Bank 0.35% Reduce -1.0% 133,863 $6.8M
Concurrent Investment Advisors, LLC 0.06% Add +62.5% 132,411 $6.7M
Itau Unibanco Holding S.A. 0.13% Add +673.0% 127,470 $6.5M
Integrated Advisors Network LLC 0.30% Add +184.7% 127,399 $6.5M
Squarepoint Ops LLC 0.01% New 125,513 $6.4M
Florida Trust Wealth Management Co 0.16% Add +10.7% 125,462 $6.4M
Private Advisor Group, LLC 0.03% Add +35.6% 125,077 $6.4M
CMH Wealth Management LLC 0.93% Add +3.7% 119,756 $6.1M
Martin & Co. Inc. 0.95% Add +0.2% 119,158 $6.1M
Armstrong Advisory Group, Inc. 0.36% Add +2.0% 117,242 $6.0M
One Wealth Map LLC 2.78% Add +3.0% 115,018 $6.0M
Balyasny Asset Management L.P. 0.01% New 116,013 $5.9M
Proficio Capital Partners LLC 0.20% New 111,760 $5.7M
Ameraudi Asset Management, Inc. 2.57% New 111,454 $5.7M
Quantinno Capital Management LP 0.01% Add +9.1% 110,726 $5.6M
Rye Brook Capital LLC 3.87% Add +8.3% 108,440 $5.5M
Cavalier Investments, LLC 1.96% Reduce -9.5% 104,644 $5.3M
Algorithmic Investment Models, LLC 6.06% Reduce -10.0% 102,938 $5.2M
Tucker Asset Management LLC 1.27% Reduce -4.9% 100,910 $5.1M
SummitTX Capital, L.P. 0.14% Add +73.0% 100,881 $5.1M
Beacon Pointe Advisors, LLC 0.02% Add +19.2% 94,730 $4.8M
Great Valley Advisor Group, Inc. 0.08% Add +4.4% 93,858 $4.8M
Mader & Shannon Wealth Management, Inc. 2.22% Add +3.3% 93,676 $4.8M
Swan Global Investments, LLC 0.21% Add +0.2% 91,056 $4.6M
Fearless Solutions, LLC dba Best Invest 2.38% Reduce -1.1% 88,508 $4.5M
Curat Global, LLC 3.59% Add +150.8% 29,690 $4.4M
First Merchants Corp. 0.15% Reduce -11.4% 86,012 $4.4M
Galvin, Gaustad & Stein, LLC 0.32% Add +98.2% 84,844 $4.3M
Twin Tree Management, LP 0.67% New 84,652 $4.3M
FMR LLC 0.00% Add +7.4% 84,534 $4.3M
Creative Planning 0.00% Reduce -6.0% 84,408 $4.3M
IMC-Chicago, LLC 0.04% New 82,691 $4.2M
West Financial Advisors, LLC 0.63% Add +5.5% 81,267 $4.1M
Virtu Financial LLC 0.13% Add +1.1% 80,933 $4.1M
Gladstone Institutional Advisory LLC 0.13% Add +31.6% 80,690 $4.1M
Chemung Canal Trust Co. 0.75% Add +3.5% 80,091 $4.1M
Hills Bank & Trust Co 0.17% Add +9.3% 80,034 $4.1M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -3.5% 78,420 $4.0M
NBT Bank, N.A. 0.26% Reduce -0.3% 77,860 $4.0M
SteelPeak Wealth, LLC 0.10% New 77,600 $3.9M
Sharper & Granite LLC 1.20% Reduce -1.1% 76,086 $3.9M
Prospera Financial Services Inc 0.06% Add +35.0% 75,281 $3.8M
Transcend Capital Advisors, LLC 0.26% Add +421.9% 75,101 $3.8M
Victory Financial Group, LLC 0.40% Add +1677.2% 74,038 $3.8M
Tidal Investments LLC 0.01% Reduce -20.3% 73,881 $3.8M
Waverly Advisors, LLC 0.02% Add +60.3% 73,539 $3.7M
Innova Wealth Partners 1.55% Add +3.4% 73,527 $3.7M
Centric Wealth Management 0.57% No change 72,103 $3.7M
Floyd Financial Group LLC 2.38% Reduce -0.9% 71,896 $3.6M
Founders Financial Securities LLC 0.18% Reduce -39.5% 70,512 $3.6M
Independent Financial Group, LLC 0.07% Reduce -0.8% 68,307 $3.5M
Pathstone Holdings, LLC 0.01% Add +2.6% 67,706 $3.4M
GTS Securities LLC 0.07% Reduce -71.8% 67,494 $3.4M
Pinnacle Associates Ltd. 0.04% Reduce -1.7% 67,212 $3.4M
Trust Co. of Oklahoma 0.88% Reduce -1.2% 67,026 $3.4M
Compass Wealth Management, LLC 1.33% Add +1.9% 65,604 $3.3M
DRW Securities, LLC 0.20% Add +83.4% 64,805 $3.3M
Artesa Financial Group, LLC 2.73% Reduce -3.1% 62,829 $3.2M
RPg Family Wealth Advisory, LLC 0.53% Add +19.1% 62,552 $3.2M
Mariner, LLC 0.00% Reduce -36.3% 62,204 $3.2M
Surience Private Wealth LLC 2.77% New 62,046 $3.2M
Risk Paradigm Group, LLC 2.46% Add +19.6% 61,687 $3.1M
ABLE Financial Group, LLC 0.52% Add +11.1% 61,346 $3.1M
Manufacturers Life Insurance Company, The 0.00% Add +88.8% 61,315 $3.1M
Baird Financial Group, Inc. 0.00% Reduce -33.4% 61,079 $3.1M
Western Wealth Management, LLC 0.10% Add +672.3% 61,073 $3.1M
Provident Co of the Employees of the Hebrew University LTD 2.35% No change 60,586 $3.1M
Orca Investment Management, LLC 2.21% Add +191.5% 59,928 $3.0M
Legacy Private Trust Co. 0.17% Reduce -0.8% 59,438 $3.0M
Atria Investments, Inc 0.03% Add +281.1% 59,379 $3.0M
Simmons Bank 0.17% Add +0.2% 58,731 $3.0M
Principal Securities, Inc. 0.04% Add +14.2% 58,701 $3.0M
Dumont & Blake Investment Advisors LLC 0.67% Reduce -2.9% 58,646 $3.0M
Susquehanna International Group, LLP 0.00% Reduce -19.0% 58,263 $3.0M
WBH Advisory Inc. 0.20% Add +6.0% 57,757 $2.9M
Coastal Bridge Advisors, LLC 0.18% New 57,307 $2.9M
Elevation Point Wealth Partners, LLC 0.05% Add +10.3% 57,223 $2.9M
Fragasso Financial Advisors Inc 0.15% Add +2.3% 56,972 $2.9M
Fiduciary Group, LLC 0.23% Add +3.9% 56,769 $2.9M
Joseph P. Lucia & Associates, LLC 0.87% Add +10.7% 56,629 $2.9M
IHT Wealth Management, LLC 0.06% Add +64.3% 56,169 $2.9M
Meridian Investment Counsel Inc. 0.61% Reduce -5.3% 55,500 $2.8M
Canton Hathaway, LLC 0.54% Add +0.7% 55,260 $2.8M
Graetz Wealth LLC 2.22% New 54,699 $2.8M
ES4, LLC 1.44% Add +27.8% 53,845 $2.7M
Benjamin Edwards Inc. 0.02% Add +62.7% 53,685 $2.7M
Silverleafe Capital Partners, LLC 0.74% New 53,515 $2.7M
Farther Finance Advisors, LLC 0.02% Add +47.7% 53,241 $2.7M
Paller Financial Services Inc 2.01% Add +138.2% 52,858 $2.7M
Midwest Trust Co 0.03% Reduce -3.5% 52,366 $2.7M
Snowden Capital Advisors LLC 0.06% Add +19.1% 51,294 $2.6M
MAI Capital Management 0.01% Add +31.0% 51,247 $2.6M
Captrust Financial Advisors 0.00% Add +84.0% 50,977 $2.6M
Sigma Planning Corp 0.07% Add +0.9% 50,950 $2.6M
HighPoint Advisor Group LLC 0.09% Add +0.1% 50,730 $2.6M
Keybank National Association 0.01% Add +0.9% 50,501 $2.6M
Arkadios Wealth Advisors 0.04% Add +304.2% 49,699 $2.5M
Symmetry Partners, LLC 0.13% New 49,408 $2.5M
Southern Capital Services Inc. 1.41% Add +4.8% 49,295 $2.5M
Oppenheimer & Co. Inc. 0.03% Reduce -41.1% 49,290 $2.5M
CX Institutional 0.07% Reduce -1.8% 48,940 $2.5M
Silphium Asset Management Ltd 0.84% Add +11.2% 48,825 $2.5M
Wealth Advisors of Tampa Bay, LLC 0.75% Reduce -1.8% 48,554 $2.5M
O'Connor Alternative Investments LLC 0.23% New 48,500 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.6% 47,841 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Add +1.5% 47,683 $2.4M
Zuckerman Investment Group, LLC 0.21% Add +2.2% 47,627 $2.4M
Harbour Investment Management LLC 1.24% Reduce -2.3% 47,426 $2.4M
Clarus Wealth Advisors 0.93% Add +11.1% 47,919 $2.4M
Butensky & Cohen Financial Security, Inc. 0.59% Add +1.2% 47,211 $2.4M
Arax Advisory Partners 0.02% Add +7827.0% 46,452 $2.4M
CENTRAL TRUST Co 0.04% Add +8.7% 46,309 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.59% Add +1.7% 45,960 $2.3M
CTC Alternative Strategies, Ltd. 3.33% New 45,354 $2.3M
Vestmark Advisory Solutions, Inc. 0.02% Add +15.1% 45,202 $2.3M
Crown Wealth Group, LLC 0.58% Add +12.1% 45,067 $2.3M
Gotham Asset Management 0.01% New 44,399 $2.3M
Advisory Resource Group 0.34% Add +2.1% 44,217 $2.2M
Whitener Capital Management, Inc. 0.47% Reduce -0.0% 43,770 $2.2M
Simplicity Wealth,LLC 0.07% Add +399.6% 43,385 $2.2M
Garrison Point Advisors, LLC 0.89% Reduce -1.4% 43,247 $2.2M
Zullo Investment Group, Inc. 0.75% Reduce -5.0% 43,136 $2.2M
&partners 0.01% Add +17.8% 42,994 $2.2M
PEAK6 LLC 0.05% Reduce -56.4% 42,823 $2.2M
AMG National Trust Bank 0.04% Reduce -35.2% 42,705 $2.2M
AQR Capital Management 0.00% Add +23.9% 42,468 $2.2M
Advisor OS, LLC 0.14% Add +8.7% 42,233 $2.1M
LightSquare Wealth Management, LLC 1.46% Reduce -6.7% 41,736 $2.1M
Straightline Group LLC 1.00% Add +22.4% 41,615 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +203.9% 41,260 $2.1M
Kestra Advisory Services, LLC 0.01% Reduce -22.0% 41,258 $2.1M
Cullen/Frost Bankers, Inc. 0.02% Add +3.5% 41,042 $2.1M
Conscious Wealth Investments, LLC 1.07% Reduce -3.8% 41,485 $2.1M
Retireful, LLC 1.93% New 40,710 $2.1M
UMB Bank, n.a. 0.03% Reduce -0.2% 40,421 $2.1M
Winthrop Capital Management, LLC 0.49% Add +2.8% 40,009 $2.0M
Hudson Bay Capital Management LP 0.01% Reduce -17.0% 40,000 $2.0M
High Note Wealth, LLC 0.34% Reduce -3.1% 39,670 $2.0M
Principal Financial Group Inc. 0.00% Add +56.5% 38,618 $2.0M
BOS Asset Management, LLC 0.46% Add +2.5% 38,545 $2.0M
Maridea Wealth Management LLC 0.21% Add +1.6% 38,501 $2.0M
Aster Capital Management (DIFC) Ltd 0.41% New 37,810 $1.9M
Fulton Bank, N.A. 0.06% Add +14.3% 36,906 $1.9M
Essex LLC 0.28% Add +1.0% 36,834 $1.9M
Conservest Capital Advisors, Inc. 0.15% Reduce -1.7% 36,653 $1.9M
Hancock Whitney Corp. 0.03% Reduce -9.2% 36,555 $1.9M
Kingsview Wealth Management, LLC 0.02% Reduce -1.6% 35,792 $1.8M
3EDGE Asset Management, LP 0.08% Add +60.4% 35,406 $1.8M
Stapp Wealth Management, PLLC 2.30% Add +0.3% 34,637 $1.8M
Evercore Wealth Management, LLC 0.02% Add +14.2% 34,626 $1.8M
Nelson Capital Management, LLC 0.19% Add +3.9% 33,949 $1.7M
Lee Danner & Bass Inc. 0.10% No change 33,818 $1.7M
D L Carlson Investment Group Inc. 0.27% Reduce -2.0% 33,777 $1.7M
Cantor Fitzgerald, L. P. 0.03% New 33,379 $1.7M
Phoenix Financial Ltd. 0.01% No change 33,000 $1.7M
AlphaCore Capital LLC 0.03% Reduce -1.9% 32,975 $1.7M
Capital Investment Counsel, LLC 0.20% Add +168.7% 32,480 $1.7M
Canal Capital Management, LLC 0.20% New 32,456 $1.6M
Bank of New Hampshire 0.34% Add +3.7% 31,868 $1.6M
Foronjy Financial LLC 0.59% Add +27.5% 31,776 $1.6M
Stratos Wealth Partners, LTD. 0.02% Add +120.3% 31,668 $1.6M
FIL Ltd 0.00% Reduce -2.9% 31,576 $1.6M
Hilltop Holdings Inc. 0.13% Add +8.3% 31,413 $1.6M
Intrua Financial, LLC 0.15% Reduce -54.7% 31,290 $1.6M
Atlas Capital Advisors Inc. 0.17% Reduce -19.0% 31,245 $1.6M
Csenge Advisory Group 0.06% Add +13.7% 31,080 $1.6M
Parallax Volatility Advisers, L.P. 0.07% Reduce -75.6% 31,005 $1.6M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -10.1% 30,924 $1.6M
Blair William & Co. 0.00% Add +8.2% 30,786 $1.6M
American Financial & Tax Strategies Inc. 0.70% Reduce -0.2% 30,654 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +406.6% 30,506 $1.6M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -0.4% 30,496 $1.6M
SCS Capital Management LLC 0.01% Reduce -0.2% 30,250 $1.5M
M3 Advisory Group, LLC 0.80% Add +1.5% 30,217 $1.5M
NewEdge Advisors, LLC 0.00% Reduce -9.3% 29,856 $1.5M
Busey Bank 0.04% Reduce -2.7% 29,770 $1.5M
WP Advisors, LLC 0.37% Reduce -9.2% 29,725 $1.5M
Harbor Capital Advisors, Inc. 0.10% Add +0.2% 29,574 $1.5M
Wilson & Boucher Capital Management, LLC 0.88% Reduce -2.0% 29,534 $1.5M
Moneco Advisors, LLC 0.09% Add +11.5% 29,438 $1.5M
Bank of New York Mellon Corp 0.00% Add +109.5% 29,352 $1.5M
Crews Bank & Trust 0.19% Reduce -2.5% 28,915 $1.5M
United Asset Strategies, Inc. 0.10% Reduce -3.3% 28,835 $1.5M
Arrow Financial Corp 0.13% Reduce -5.0% 28,611 $1.5M
Stockman Wealth Management, Inc. 0.15% Add +1.1% 28,502 $1.4M
Orange Investment Advisors, Inc. 0.18% Add +1.3% 28,380 $1.4M
Premier Path Wealth Partners, LLC 0.16% Reduce -6.4% 28,066 $1.4M
Group One Trading LLC 0.04% Reduce -1.5% 27,985 $1.4M
RFG Advisory, LLC 0.02% Add +0.8% 27,846 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Reduce -9.0% 27,373 $1.4M
Orion Porfolio Solutions, LLC 0.01% New 27,332 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +2.4% 26,913 $1.4M
Sterling Investment Counsel, LLC 0.32% Add +3.2% 26,883 $1.4M
Summit Financial, LLC 0.01% Reduce -13.6% 26,516 $1.3M
Financial & Tax Architects, LLC 0.28% Add +0.0% 26,506 $1.3M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -81.9% 26,414 $1.3M
Advisory Services Network, LLC 0.02% Add +8.8% 26,244 $1.3M
1ST Source Bank 0.06% Reduce -0.9% 26,022 $1.3M
Granite Harbor Advisors, Inc. 0.52% Add +0.6% 25,653 $1.3M
Old National Bancorp 0.03% Reduce -8.2% 25,473 $1.3M
Luminist Capital LLC 1.46% Add +40.5% 25,417 $1.3M
Alerus Financial NA 0.06% Reduce -41.6% 25,387 $1.3M
RCW Management, LLC 1.16% Reduce -2.2% 25,375 $1.3M
J.W. Cole Advisors, Inc. 0.02% Reduce -38.1% 25,254 $1.3M
Stillwater Capital Advisors, LLC 0.13% Reduce -0.3% 25,249 $1.3M
Bank of Nova Scotia 0.00% Add +26.5% 25,015 $1.3M
MMBG Investment Advisors Co. 0.10% No change 25,160 $1.3M
ClearAlpha Technologies LP 2.19% New 25,114 $1.3M
Centaurus Financial, Inc. 0.05% Add +67.2% 24,872 $1.3M
Cooksen Wealth, LLC 0.79% Add +1.8% 24,578 $1.2M
Horizon Financial Services, LLC 0.48% Add +5.9% 24,421 $1.2M
Wealthfront Advisers LLC 0.00% Add +8.9% 24,206 $1.2M
NorthRock Partners, LLC 0.02% New 24,188 $1.2M
Brookstone Capital Management 0.01% Reduce -45.4% 23,807 $1.2M
Odyssey Capital Advisors, Inc. 0.86% Reduce -3.4% 23,709 $1.2M
Venturi Wealth Management, LLC 0.05% Add +15.0% 23,690 $1.2M
CWC Advisors, LLC. 0.52% Reduce -4.0% 23,224 $1.2M
First National Trust Co 0.04% Reduce -0.1% 23,036 $1.2M
Parsons Capital Management Inc. 0.05% No change 22,916 $1.2M
Roundview Capital LLC 0.06% Add +2.0% 22,904 $1.2M
Citizens Financial Group Inc. 0.01% Add +0.6% 22,789 $1.2M
Cornerstone National Bank & Trust Co 0.39% Reduce -7.3% 22,688 $1.2M
GeoWealth Management, LLC 0.04% Add +16.1% 22,628 $1.2M
Forbes J M & Co. LLP 0.09% No change 22,610 $1.1M
Abbot Financial Management, Inc. 0.42% Reduce -0.4% 22,548 $1.1M
Capital Investment Advisors, LLC 0.02% Reduce -1.6% 22,526 $1.1M
Columbus Macro, LLC 0.11% Add +0.4% 22,458 $1.1M
Brown, Lisle/Cummings, Inc. 0.25% No change 22,302 $1.1M
Lido Advisors, LLC 0.00% Reduce -18.1% 22,236 $1.1M
Sage Capital Management, LLC 0.44% Add +0.3% 22,190 $1.1M
Rockland Trust Co. 0.04% Add +0.8% 22,146 $1.1M
Financial Engines Advisors L.L.C. 0.00% Add +0.1% 22,134 $1.1M
PeakShares LLC 0.83% Add +5.1% 21,956 $1.1M
NTV Asset Management LLC 0.11% Reduce -5.2% 21,909 $1.1M
Carnegie Investment Counsel 0.02% Add +1.1% 21,732 $1.1M
Vanguard National Trust Co 0.06% No change 21,618 $1.1M
10Elms LLP 0.49% Add +14.5% 21,550 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -41.3% 21,415 $1.1M
Sage Capital Advisors,llc 0.23% Reduce -4.7% 21,326 $1.1M
PCG Asset Management, LLC 0.76% Reduce -0.7% 20,977 $1.1M
AmeriServ Wealth Advisors 0.71% Reduce -19.3% 20,926 $1.1M
Community Bank, N.A. 0.11% Reduce -1.4% 20,870 $1.1M
Transamerica Financial Advisors, LLC 0.09% Reduce -11.1% 20,869 $1.1M
Mizuho Markets Cayman LP 0.04% New 20,732 $1.1M
Cary Street Partners Investment Advisory LLC 0.21% Add +12512.4% 20,432 $1.0M
Baker Avenue Asset Management, LP 0.02% Add +3.4% 20,350 $1.0M
Foundations Investment Advisors, LLC 0.01% Add +18.8% 20,329 $1.0M
Meridian Wealth Management, LLC 0.03% Reduce -0.4% 20,296 $1.0M
Centennial Bank 0.33% Add +27.1% 20,076 $1.0M
Boltwood Capital Management 0.23% Reduce -3.9% 20,059 $1.0M
Mechanics Bank Trust Department 0.13% Add +2.9% 19,925 $1.0M
Cary Street Partners Financial LLC 0.02% Add +8.0% 19,924 $1.0M
Orrstown Financial Services Inc. 0.15% Reduce -10.1% 19,886 $1.0M
Resolute Wealth Strategies, LLC 0.38% Add +25.6% 19,470 $990K
Axxcess Wealth Management, LLC 0.02% New 19,411 $987K
Peak Retirement Planning, Inc. 0.16% Reduce -92.7% 19,365 $984K
Ticino Wealth 0.31% New 19,340 $983K
Chesapeake Wealth Management 0.27% Reduce -1.4% 18,962 $964K
Arista Wealth Management, LLC 0.10% No change 18,922 $962K
United Capital Financial Advisors, LLC 0.01% Reduce -1.9% 18,654 $949K
Colton Groome Financial Advisors, LLC 0.23% Add +5.6% 18,559 $943K
Regal Investment Advisors LLC 0.05% Add +17.3% 18,432 $937K
Choreo, LLC 0.01% Reduce -11.5% 18,380 $934K
BigSur Wealth Management LLC 0.22% No change 18,200 $925K
Associated Banc-Corp 0.02% Add +8.0% 18,131 $922K
Freestone Capital Holdings, LLC 0.02% New 17,960 $913K
Sowell Financial Services LLC 0.03% Reduce -33.3% 17,703 $900K
Vista Investment Management 0.27% Reduce -1.0% 17,682 $899K
Glen Eagle Advisors, LLC 0.11% Add +6.8% 17,672 $898K
Navellier & Associates Inc. 0.07% Add +35.2% 17,506 $890K
Fiduciary Trust Co 0.01% Add +20.1% 17,325 $881K
Roman Butler Fullerton & Co. 0.21% Add +69.1% 17,397 $880K
Peoples Financial Services Corp. 0.38% Add +0.5% 17,252 $877K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 16,974 $863K
Laurel Wealth Advisors LLC 0.08% No change 16,652 $846K
Peoples Bank 0.81% Reduce -0.1% 16,438 $836K
Keel Point, LLC 0.05% Add +0.1% 16,434 $835K
Wall Capital Group, Inc. 0.68% Add +6.1% 16,277 $827K
Florida Financial Advisors, LLC 0.14% Add +89.7% 16,225 $825K
Avior Wealth Management, LLC 0.02% Add +38.6% 16,098 $818K
Audent Global Asset Management, LLC 0.91% Reduce -27.3% 16,000 $813K
Strategic Blueprint, LLC 0.04% Add +2.6% 15,990 $813K
Stratos Wealth Advisors, LLC 0.04% Add +2.3% 15,929 $810K
Ausdal Financial Partners, Inc. 0.03% Reduce -6.8% 15,923 $809K
Independence Wealth Advisors, LLC 0.40% Reduce -1.6% 15,843 $805K
Fourth Dimension Wealth, LLC 0.25% Add +2.2% 15,748 $800K
Ipsen Advisor Group LLC 0.51% Add +0.4% 15,645 $795K
Arete Wealth Advisors, LLC 0.05% New 15,639 $795K
Apollon Wealth Management, LLC 0.01% Add +46.8% 15,592 $793K
Equitable Trust Co. 0.03% No change 15,424 $784K
Fortem Financial Group, LLC 0.16% Reduce -1.6% 15,400 $783K
Institute for Wealth Management, LLC. 0.07% Add +25.4% 15,260 $776K
Monetary Management Group Inc. 0.16% Add +10.1% 15,200 $773K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -6.1% 15,181 $768K
MontVue Capital Management, Inc. 0.44% Reduce -2.6% 15,051 $765K
Brevan Howard Capital Management LP 0.01% Reduce -98.5% 14,913 $758K
Ethos Financial Group, LLC 0.05% New 14,634 $757K
Asset Management One Co., Ltd. 0.00% Add +81.3% 14,892 $757K
Markin Asset Management, LP 0.65% Add +35.8% 14,876 $756K
Global Financial Private Client, LLC 0.20% Add +2.8% 14,800 $752K
Asset One Wealth Management LLC 0.08% Add +3.2% 14,832 $749K
First Trust Advisors LP 0.00% Reduce -3.1% 14,581 $741K
SouthState Bank Corp 0.03% Add +0.5% 14,368 $730K
Personal Cfo Solutions, LLC 0.11% Reduce -9.0% 14,353 $730K
Kessler Investment Group, LLC 0.31% Add +41.6% 14,332 $729K
D.B. Root & Company, LLC 0.15% Add +1.4% 14,310 $727K
HSBC Holdings PLC 0.00% Add +162.5% 14,210 $722K
J. Goldman & Co LP 0.03% Reduce -42.7% 14,168 $720K
Parallel Advisors, LLC 0.01% Add +86.2% 14,124 $718K
Bank of Marin 0.50% Add +2.7% 14,093 $716K
Pinnacle Financial Partners, Inc. 0.00% Add +0.1% 13,973 $710K
Perennial Investment Advisors, LLC 0.05% Reduce -13.7% 13,968 $710K
Kestra Private Wealth Services, LLC 0.01% Add +3.5% 13,959 $710K
Tocqueville Asset Management L.P. 0.01% Add +7.0% 13,820 $702K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -3.9% 13,799 $701K
M&T Bank Corp 0.00% Add +4.2% 13,709 $697K
Ameritas Advisory Services, LLC 0.01% Add +59.7% 13,631 $693K
Sequent Planning LLC 0.15% Add +6.2% 13,570 $690K
Bramshill Investments, LLC 0.05% Add +125.0% 13,500 $686K
Quartz Partners, LLC 0.22% Add +23.6% 13,401 $681K
GenTrust, LLC 0.03% Reduce -30.0% 13,365 $679K
Bullock Wealth Management Group 0.29% Add +7.7% 13,254 $676K
Investment Partners, LTD. 0.21% Add +8.9% 13,299 $676K
Nvwm, LLC 0.14% Reduce -14.6% 13,250 $674K
RiverGlades Family Offices LLC 0.31% Add +1.7% 13,158 $669K
Evernest Financial Advisors, LLC 0.14% Reduce -4.5% 13,151 $668K
Callan Family Office, LLC 0.01% Add +1.2% 13,132 $668K
Everstar Asset Management, LLC 0.32% Add +1.3% 13,050 $663K
Bricktown Capital, LLC 0.12% No change 12,946 $658K
Finivi Inc. 0.34% Reduce -0.5% 12,901 $656K
Trust Co 0.06% Reduce -2.5% 12,769 $649K
Beacon Capital Management, Inc. 0.04% Add +32.2% 12,430 $632K
Mainsail Asset Management, LLC 0.25% Add +38.5% 12,463 $630K
Camelot Technology Advisors, Inc. 0.43% Reduce -51.0% 12,301 $625K
Larson Financial Group LLC 0.02% Add +2.2% 12,136 $617K
Legacy Capital Wealth Partners, LLC 0.12% Add +6.9% 12,022 $611K
Measured Wealth Private Client Group, LLC 0.15% Reduce -82.3% 11,943 $607K
Bfsg, LLC 0.05% Add +2.4% 11,914 $606K
Optiver Holding B.V. 0.01% New 11,806 $600K
January Capital Advisors LLC 0.50% New 11,775 $599K
Piscataqua Savings Bank 0.40% No change 11,752 $597K
HB Wealth Management, LLC 0.00% Reduce -5.3% 11,676 $593K
AdvisorNet Financial, Inc 0.03% Add +9.8% 11,665 $593K
IAM Advisory, LLC 0.11% Add +35.8% 11,364 $578K
Greenwich Wealth Management LLC 0.02% Reduce -6.9% 11,356 $577K
Marble Wealth, LLC 0.09% New 11,345 $577K
Cresset Asset Management, LLC 0.00% Add +0.5% 11,321 $575K
Kingswood Wealth Advisors, LLC 0.02% Reduce -15.0% 11,296 $574K
Daiwa Securities Group Inc. 0.00% Reduce -15.0% 11,278 $573K
Pine Valley Investments Ltd Liability Co 0.02% Add +7.3% 11,235 $571K
Providence First Trust Co 0.16% Add +12.0% 11,233 $571K
Brandywine Oak Private Wealth LLC 0.04% Reduce -0.4% 11,152 $567K
Hyundai Investments Co., Ltd. 0.61% Add +9.4% 11,181 $566K
Nova Wealth Management, Inc. 0.31% Add +16772.7% 11,136 $566K
Mather Group, Llc. 0.00% No change 11,040 $561K
Nwam LLC 0.03% Add +7.9% 11,020 $560K
Flow Traders U.S. LLC 0.02% Add +60.1% 11,023 $560K
Wall Street Financial Group, Inc. 0.30% Add +9.9% 10,936 $556K
E&G Advisors, LLC 0.11% Add +1.9% 10,918 $555K
Glaxis Capital Management, LLC 1.11% Add +9.1% 10,907 $554K
Empirical Asset Management, LLC 0.12% Reduce -11.6% 10,894 $554K
Vaughan David Investments LLC 0.01% New 10,879 $553K
Massachusetts Wealth Management 0.21% Add +3.0% 10,810 $549K
Windsor Capital Management, LLC 0.14% Reduce -0.9% 10,715 $545K
City Center Advisors, LLC 0.44% Reduce -44.1% 10,653 $541K
Huntington National Bank 0.00% Reduce -2.8% 10,640 $541K
Vectors Research Management, LLC 0.14% Reduce -6.0% 10,609 $539K
Sequoia Financial Advisors, LLC 0.00% Add +49.8% 10,609 $539K
GC Wealth Management RIA, LLC 0.03% New 10,585 $538K
Wedmont Private Capital 0.01% Add +0.1% 10,500 $534K
Global Retirement Partners, LLC 0.01% — 10,435 $530K
Burford Brothers, Inc. 0.19% Reduce -0.6% 10,378 $528K
Cranbrook Wealth Management, LLC 0.10% Add +2.5% 10,146 $516K
ARS Investment Partners, LLC 0.02% Add +3.9% 10,128 $515K
CCG Wealth Management, LLC 0.12% Reduce -1.3% 10,111 $514K
Banco BTG Pactual S.A. 0.07% No change 10,106 $514K
Colony Family Offices, LLC 0.11% No change 9,915 $504K
Calton & Associates, Inc. 0.07% Reduce -6.7% 9,891 $503K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -91.8% 9,857 $501K
Global View Capital Management LLC 0.10% Reduce -34.2% 9,825 $499K
Two Sigma Securities, LLC 0.04% Reduce -48.1% 9,709 $494K
Navis Wealth Advisors, LLC 0.19% No change 9,700 $493K
Ring Mountain Capital, LLC 0.21% Reduce -0.3% 9,671 $492K
D.A. Davidson & Co. 0.00% Add +29.2% 9,633 $490K
Glenmede Trust Co. NA 0.00% No change 9,545 $485K
Arkos Global Advisors 0.06% New 9,500 $483K
Redwood Financial Network Corp 0.27% Add +3.7% 9,454 $481K
Redwood Investment Management, LLC 0.05% Add +14.8% 9,441 $480K
Okabena Investment Services Inc. 0.08% Add +2.2% 9,291 $472K
Beaton Management Co. Inc. 0.19% No change 9,260 $471K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -18.7% 9,231 $469K
First Bancorp, Inc 0.18% Reduce -0.9% 9,210 $468K
Stephens Inc. 0.01% New 9,175 $466K
Kovack Advisors, Inc. 0.02% Reduce -24.8% 9,150 $466K
North Star Investment Management Corp. 0.03% No change 9,154 $465K
Courier Capital LLC 0.02% Reduce -5.7% 9,142 $465K
Private Trust Co. NA 0.04% Add +10.8% 9,137 $464K
Phillips Wealth Planners LLC 0.34% New 8,947 $461K
Envestnet Portfolio Solutions, Inc. 0.00% New 8,919 $453K
Realta Investment Advisors 0.14% Add +1.3% 8,871 $451K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 8,800 $447K
Fifth Third Securities, Inc. 0.03% Add +12.2% 8,773 $446K
Sharp Wealth Advisory, LLC 0.21% Add +57.2% 8,747 $445K
CWA Asset Management Group, LLC 0.01% Reduce -2.2% 8,712 $443K
Caldwell Trust Co 0.04% Reduce -1.1% 8,710 $443K
Trek Financial, LLC 0.02% Reduce -95.7% 8,710 $443K
New Wave Wealth Advisors LLC 0.12% Add +19.0% 8,652 $440K
Perigon Wealth Management, LLC 0.01% Add +1.1% 8,644 $439K
Mutual Advisors, LLC 0.01% Reduce -69.9% 8,472 $431K
Advisory Solutions Group, LLC 0.15% — 8,458 $430K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 8,400 $427K
1607 Capital Partners, LLC 0.04% Reduce -75.4% 8,375 $426K
Exchange Traded Concepts, LLC 0.00% Add +1350.0% 8,323 $423K
Wellington Management Group LLP 0.00% New 8,319 $423K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -46.9% 8,323 $422K
Manhattan West Asset Management, LLC 0.07% Add +2.3% 8,236 $419K
Jacobs Equity LLC 0.29% Add +6.6% 8,203 $417K
Pachira Investments Inc. 0.16% Reduce -31.6% 8,159 $415K
Maxele Advisors, LLC 0.29% — 8,115 $412K
Ashton Thomas Securities, LLC 0.06% Add +1446.2% 8,102 $412K
Montecito Bank & Trust 0.06% Reduce -12.9% 8,101 $412K
Blue Chip Partners, LLC 0.03% Add +0.3% 8,027 $408K
St. Johns Investment Management Company, LLC 0.15% Add +0.7% 7,984 $406K
Blue Fin Capital, Inc. 0.06% Add +6.2% 7,976 $405K
Midwestern Financial, LLC 0.28% Add +0.4% 7,933 $403K
Argent Trust Co 0.01% Add +29.6% 7,851 $399K
HBW Advisory Services LLC 0.04% Reduce -0.7% 7,762 $395K
Moors & Cabot, Inc. 0.02% Add +38.6% 7,723 $393K
Advyzon Investment Management, LLC 0.03% Add +76.2% 7,705 $392K
Spinnaker Trust 0.02% No change 7,700 $391K
Meridian Financial Advisors, LLC 0.19% Reduce -3.4% 7,679 $390K
Private Wealth Asset Management, LLC 0.04% Reduce -3.4% 7,660 $389K
Vident Advisory, LLC 0.00% Reduce -2.8% 7,612 $387K
First Horizon Corp. 0.01% Reduce -31.8% 7,608 $387K
Stenger Family Office, LLC 0.06% Add +0.4% 7,590 $386K
Beacon Financial Advisory LLC 0.08% Add +0.2% 7,562 $384K
IFP Advisors, Inc 0.01% Add +13.8% 7,523 $382K
Lodestar Private Asset Management LLC 0.03% No change 7,496 $381K
Gallacher Capital Management LLC 0.21% Reduce -47.5% 7,466 $379K
McAdam, LLC 0.01% Add +22.1% 7,451 $379K
Acorns Advisers, LLC 0.00% Add +15.1% 7,427 $378K
PFG Investments, LLC 0.01% Reduce -2.0% 7,371 $375K
Ellis Investment Partners, LLC 0.06% Add +1.5% 7,344 $373K
Tyche Wealth Partners LLC 0.05% Reduce -0.3% 7,323 $372K
Fairview Capital Investment Management, LLC 0.02% Add +12.7% 7,270 $370K
Marex Group Ltd 0.00% New 7,154 $364K
Belpointe Asset Management LLC 0.01% Add +0.1% 7,102 $361K
Mizuho Markets Americas LLC 0.01% No change 7,100 $361K
Anchor Bay Capital, Inc. 0.19% — 6,763 $360K
SFE Investment Counsel 0.05% Reduce -1.7% 7,068 $359K
Bison Wealth, LLC 0.03% Add +71.3% 6,853 $356K
Johnson Investment Counsel Inc. 0.00% Add +23.3% 6,902 $351K
Allworth Financial LP 0.00% Add +2.9% 6,882 $350K
Wealth Watch Advisors, INC 0.11% Reduce -58.9% 6,818 $347K
Wealthspire Advisors, LLC 0.00% Add +58.5% 6,816 $346K
Crescent Grove Advisors, LLC 0.03% No change 6,807 $346K
Wellington Shields Capital Management, LLC 0.04% New 6,800 $346K
Whittier Trust Co. of Nevada Inc. 0.01% No change 6,685 $344K
Roberts Wealth Advisors, LLC 0.08% Add +19.3% 6,731 $342K
MV Capital Management, Inc. 0.03% No change 6,712 $341K
Harbour Investments, Inc. 0.00% Add +2.8% 6,681 $340K
Comprehensive Money Management Services LLC 0.21% Add +17.7% 6,655 $338K
One Charles Private Wealth Services, LLC 0.08% Reduce -5.8% 6,646 $338K
Moment Partners, LLC 0.06% Reduce -70.3% 6,643 $338K
Thomasville National Bank 0.02% — 6,642 $338K
Intrepid Financial Planning Group LLC 0.11% Add +5.1% 6,628 $337K
Savant Capital, LLC 0.00% New 6,631 $336K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -9.9% 6,602 $336K
Hexagon Capital Partners LLC 0.05% Reduce -1.4% 6,597 $335K
Loudon Investment Management, LLC 0.16% Reduce -52.7% 6,580 $334K
MainStreet Investment Advisors LLC 0.04% Reduce -11.3% 6,502 $330K
Fulcrum Equity Management 0.27% Reduce -41.6% 6,493 $330K
Independence Bank of Kentucky 0.04% Add +5.2% 6,489 $330K
Hopwood Financial Services, Inc. 0.19% Reduce -1.1% 6,416 $326K
Diversify Advisory Services, LLC 0.01% New 6,338 $326K
Diversify Wealth Management, LLC 0.01% New 6,338 $326K
Gilliland Jeter Wealth Management LLC 0.09% No change 6,386 $325K
VCI Wealth Management LLC 0.08% Add +4.1% 6,373 $324K
Mezzasalma Advisors, LLC 0.07% Add +0.3% 6,363 $323K
Evanson Financial, LLC 0.02% — 6,360 $323K
Mgo One Seven LLC 0.01% New 6,344 $322K
JM2 Capital Inc. 0.22% Reduce -0.9% 6,310 $321K
Cozad Asset Management Inc. 0.02% Reduce -0.2% 6,292 $320K
Focus Financial Network, Inc. 0.01% Reduce -0.3% 6,246 $317K
Evolution Wealth Advisors, LLC 0.04% No change 6,114 $311K
CreativeOne Wealth, LLC 0.01% Reduce -79.9% 6,064 $308K
Signal Advisors Wealth, LLC 0.02% Reduce -67.0% 6,058 $308K
Moneta Group Investment Advisors LLC 0.00% Add +8.3% 6,052 $308K
McGuire Investment Group, LLC 0.03% Add +2.0% 6,019 $306K
NewEdge Wealth, LLC 0.00% New 6,016 $306K
Valmark Advisers, Inc. 0.00% Reduce -9.2% 5,965 $303K
Vise Technologies, Inc. 0.00% New 5,946 $302K
Wedbush Securities Inc. 0.01% Reduce -11.9% 5,945 $302K
German American Bancorp, Inc. 0.02% Reduce -28.3% 5,920 $301K
Aurora Private Wealth, Inc. 0.19% Reduce -40.2% 5,850 $297K
GW Henssler & Associates Ltd. 0.01% Reduce -2.9% 5,763 $293K
DT Investment Partners, LLC 0.02% No change 5,756 $293K
Hudock, Inc. 0.04% Reduce -0.4% 5,751 $292K
Howe & Rusling Inc. 0.02% Add +6.3% 5,747 $292K
Magnolia Capital Advisors LLC 0.05% New 5,726 $291K
OpenArc Corporate Advisory, LLC 0.00% Reduce -4.8% 5,721 $291K
Vilga Financial Planning LLC 0.22% Add +2.6% 5,708 $290K
Independent Advisor Alliance 0.01% Reduce -69.2% 5,698 $290K
Ally Invest Advisors Inc. 0.02% Reduce -3.5% 5,695 $289K
Leuthold Group, LLC 0.03% Add +13.3% 5,680 $289K
Centennial Wealth Advisory LLC 0.06% Reduce -3.0% 5,652 $287K
Westover Capital Advisors, LLC 0.05% No change 5,630 $286K
Plimoth Trust Co. LLC 0.06% Reduce -2.4% 5,624 $286K
Elevated Capital Advisors, LLC 0.08% Reduce -7.2% 5,592 $284K
Chicago Partners Investment Group LLC 0.01% Add +0.0% 5,580 $281K
MKT Advisors LLC 0.09% No change 5,445 $280K
CDKV Holdings LLC 0.22% Reduce -6.7% 5,514 $280K
Millstone Evans Group, LLC 0.15% Add +4907.3% 5,508 $280K
Novare Capital Management LLC 0.02% Reduce -4.7% 5,478 $278K
Meramec Financial Planners, LLC 0.10% Add +0.7% 5,386 $277K
Appleton Partners Inc. 0.02% Add +12.2% 5,411 $275K
Atlantic Family Wealth, LLC 0.18% New 5,395 $274K
Chemistry Wealth Management LLC 0.04% Reduce -3.5% 5,369 $273K
Morton Community Bank 0.06% New 5,326 $271K
Dynamic Advisor Solutions LLC 0.01% New 5,306 $270K
Waterloo Capital, L.P. 0.02% New 5,299 $269K
Milestone Asset Management, LLC 0.04% Add +0.6% 5,294 $269K
Fifth Third Wealth Advisors LLC 0.01% Reduce -31.1% 5,274 $268K
Fairvoy Private Wealth, LLC 0.05% New 5,203 $264K
CIBC Bancorp USA Inc. 0.00% New 5,137 $261K
Duncker Streett & Co. Inc. 0.04% Add +163.3% 5,135 $261K
Bangor Savings Bank 0.02% Reduce -8.1% 5,105 $259K
Prime Capital Investment Advisors, LLC 0.00% Reduce -3.3% 5,073 $258K
AMJ Financial Wealth Management 0.06% No change 5,150 $257K
Harrell Investment Partners, LLC 0.06% New 5,040 $256K
Level Four Advisory Services, LLC 0.01% New 5,004 $254K
Vontobel Holding Ltd. 0.00% Reduce -22.6% 5,002 $254K
Flputnam Investment Management Co. 0.00% Add +15.9% 4,960 $252K
Magnus Financial Group LLC 0.02% Reduce -4.5% 4,944 $251K
Talon Private Wealth, LLC 0.03% Reduce -84.9% 4,935 $251K
WESPAC Advisors, LLC 0.12% Reduce -66.7% 4,935 $251K
Tannin Capital LLC 0.16% Reduce -1.8% 4,906 $249K
Betterment LLC 0.00% New 4,904 $249K
Financial Partners Group, Inc 0.03% New 4,891 $249K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% Add +7.9% 4,861 $247K
Ieq Capital, LLC 0.00% No change 4,856 $247K
Rockingstone Advisors LLC 0.10% Add +2.3% 4,840 $246K
Aptus Capital Advisors, LLC 0.00% Add +7.9% 4,836 $246K
Modern Wealth Management, LLC 0.00% Add +0.7% 4,833 $246K
City Holding Co. 0.03% Add +46.4% 4,825 $245K
Straight Path Wealth Management 0.06% New 4,812 $245K
Gilman Hill Asset Management, LLC 0.03% No change 4,800 $244K
Moneywise, Inc. 0.09% Reduce -96.1% 4,799 $244K
Fortress Private Ledger, LLC 0.07% New 4,753 $242K
Creative Financial Designs Inc. 0.01% Add +5.2% 4,721 $240K
Lanark Financial, Inc. 0.02% Add +22.6% 4,641 $236K
Miramontes Capital, LLC 0.07% New 4,596 $234K
JFS Wealth Advisors, LLC 0.01% Add +0.1% 4,579 $233K
Colonial Trust Co / SC 0.03% New 4,495 $232K
Vickerman Investment Advisors, Inc. 0.04% Reduce -5.2% 4,556 $232K
Clearstead Advisors, LLC 0.00% Add +0.0% 4,538 $231K
South Plains Financial, Inc. 0.12% No change 4,504 $229K
IMZ Advisory Inc 0.07% Reduce -20.6% 4,492 $228K
Journey Advisory Group, LLC 0.02% Add +1.8% 4,460 $227K
Condor Capital Management 0.02% Reduce -4.7% 4,449 $226K
V2 Financial group LLC 0.08% No change 4,436 $225K
Parkside Financial Bank & Trust 0.02% Add +12.6% 4,432 $225K
Prelude Capital Management, LLC 0.02% Reduce -60.1% 4,430 $225K
Prentice Wealth Management LLC 0.05% Reduce -2.3% 4,421 $225K
STG Securities, LLC 0.24% — 4,419 $225K
Ascent Group, LLC 0.01% New 4,414 $224K
Integrity Alliance, Llc. 0.01% New 4,402 $224K
Signature Estate & Investment Advisors LLC 0.00% New 4,391 $223K
First National Bank of Omaha 0.01% No change 4,390 $222K
Alpine Global Management, LLC 0.04% New 4,370 $222K
Councilmark Asset Management, LLC 0.12% No change 4,330 $220K
Acorn Wealth Advisors, LLC 0.05% Add +5.8% 4,304 $219K
Main Street Financial Solutions, LLC 0.01% New 4,281 $218K
Fiduciary Financial Advisors 0.02% New 4,282 $218K
MWA Asset Management 0.10% Reduce -1.7% 4,277 $217K
Visionary Wealth Advisors 0.01% Add +0.1% 4,260 $217K
Contravisory Investment Management, Inc. 0.04% New 4,228 $215K
Cornerstone Wealth Management, LLC 0.01% New 4,196 $213K
Occidental Asset Management, LLC 0.02% Reduce -18.9% 4,191 $213K
USA Financial Formulas 0.04% — 4,161 $212K
Belvedere Trading LLC 0.02% New 4,144 $211K
Allspring Global Investments Holdings, LLC 0.00% Add +5.8% 4,117 $210K
Stonebridge Financial Group, LLC 0.03% — 4,092 $207K
Elm Partners Management LLC 0.01% New 4,059 $206K
Regions Financial Corp. 0.00% New 4,029 $205K
Fidelis Capital Partners, LLC 0.01% Add +0.1% 4,008 $204K
BKM Wealth Management, LLC 0.07% No change 4,000 $203K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 4,000 $203K
Capital Advisors, Ltd. LLC 0.02% Reduce -9.2% 3,957 $201K
World Investment Advisors 0.00% New 3,959 $200K
Portfolio Resources Advisor Group, Inc. 0.16% New 3,736 $190K
Founders Financial Alliance, LLC 0.03% Add +0.0% 3,731 $190K
Angeles Wealth Management, LLC 0.01% New 3,699 $188K
Wilmington Savings Fund Society, FSB 0.00% No change 3,618 $184K
Toews Corp. 0.03% New 3,600 $183K
Compass Financial Management LLC 0.02% — 3,532 $180K
Bokf, NA 0.00% No change 3,384 $172K
Key Capital Management, INC 0.08% No change 3,240 $165K
Franklin Resources Inc. 0.00% No change 3,169 $161K
Russell Investments Group, Ltd. 0.00% Add +125.7% 3,114 $158K
Planning Strategies Inc. 0.10% — 3,096 $157K
Oakworth Capital, Inc. 0.01% Reduce -2.4% 3,088 $157K
HighMark Wealth Management LLC 0.05% No change 3,044 $155K
Eastern Bank 0.00% No change 3,000 $152K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 2,852 $145K
Dynamic Wealth Strategies, LLC 0.08% Add +3.6% 2,842 $144K
Activest Wealth Management 0.03% No change 2,834 $144K
Golden State Wealth Management, LLC 0.01% Add +0.8% 2,614 $133K
Federation des caisses Desjardins du Quebec 0.00% No change 2,600 $132K
Provident Wealth Management, LLC 0.03% No change 2,500 $127K
Sava Infond d.o.o. 0.01% No change 2,450 $125K
Oxford Financial Group, LTD. LLC 0.01% No change 2,440 $124K
Macquarie Group Ltd. 0.00% New 2,432 $124K
Covestor Ltd 0.07% Add +7.2% 2,432 $123K
IFG Advisory, LLC 0.00% New 2,337 $119K
Geneos Wealth Management Inc. 0.00% No change 2,304 $117K
Bollard Group LLC 0.00% Add +0.3% 2,270 $115K
Dunhill Financial, LLC 0.02% Add +0.4% 2,233 $114K
EPG Wealth Management LLC 0.03% Reduce -8.0% 2,155 $110K
Pinnacle Bancorp, Inc. 0.03% No change 2,150 $109K
Highland Investment Advisors LLC 0.04% — 2,026 $103K
Union Savings Bank 0.04% No change 2,000 $102K
Chilton Capital Management LLC 0.00% Add +13.9% 1,967 $100K
University of Texas/Texas Am Investment Management Co. 0.01% Add +48.2% 1,947 $99K
Crewe Advisors LLC 0.01% Add +49.8% 1,918 $97K
Key Financial Inc 0.01% No change 1,800 $91K
Prudential PLC 0.00% Reduce -99.4% 1,800 $91K
Ancora Advisors LLC 0.00% Reduce -1.2% 1,798 $91K
Westside Investment Management, Inc. 0.01% No change 1,730 $88K
Townsend Asset Management Corp. /NC/ 0.03% Add +11.1% 1,711 $87K
Heritage Wealth Advisors 0.00% No change 1,700 $86K
Morse Asset Management, Inc 0.01% No change 1,682 $85K
Hickory Point Bank & Trust 0.05% Reduce -4.2% 1,650 $84K
Marshall & Sterling Wealth Advisors Inc. 0.05% New 1,631 $83K
Continuum Advisory, LLC 0.01% New 1,613 $82K
Signaturefd, LLC 0.00% Reduce -1.1% 1,555 $79K
Country Trust Bank 0.00% Reduce -8.9% 1,546 $79K
IMA Advisory Services, Inc. 0.00% New 1,518 $77K
Godfrey Financial Associates, Inc. 0.06% No change 1,476 $75K
Solstein Capital, LLC 0.03% No change 1,470 $75K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,460 $74K
GAMMA Investing LLC 0.00% Add +16.1% 1,396 $71K
SBI Securities Co., Ltd. 0.00% Add +88.4% 1,347 $68K
Cassaday & Co Wealth Management LLC 0.00% Reduce -3.7% 1,331 $68K
Triumph Capital Management 0.01% Add +28.4% 1,289 $66K
Byrne Asset Management LLC 0.04% Add +1.2% 1,287 $65K
Signature Equity Partners, LLC 0.03% Reduce -87.3% 1,252 $64K
NBH Bank 0.03% — 1,230 $63K
Horrell Capital Management, Inc. 0.03% No change 1,150 $58K
International Assets Investment Management, LLC 0.00% Add +76.5% 1,144 $58K
First United Bank & Trust 0.02% Add +58.2% 1,123 $57K
Flagship Wealth Advisors, LLC 0.01% Add +711.6% 1,120 $57K
MidFirst Bank 0.00% Add +66.1% 1,063 $54K
Strategic Wealth Partners, Ltd. 0.00% No change 1,050 $53K
Whittier Trust Co. 0.00% No change 1,014 $53K
Plante Moran Financial Advisors, LLC 0.00% Add +24.9% 1,029 $52K
Synergy Investment Management, LLC 0.01% Reduce -9.1% 1,015 $52K
Tradewinds Capital Management, LLC 0.01% No change 1,008 $51K
Aberdeen Wealth Management LLC 0.02% Reduce -80.8% 1,000 $51K
Ramirez Asset Management, Inc. 0.01% No change 1,000 $51K
BlueCrest Capital Management Ltd 0.00% New 1,000 $51K
Ameritas Investment Partners, Inc. 0.00% Reduce -6.3% 958 $49K
Adirondack Trust Co. 0.01% Reduce -13.7% 942 $48K
Perkins Coie Trust Co 0.01% No change 936 $48K
TD Waterhouse Canada Inc. 0.00% Reduce -96.2% 927 $47K
Hamilton Point Investment Advisors, LLC 0.01% No change 900 $46K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -26.8% 900 $46K
Tsfg, LLC 0.01% Add +0.3% 879 $45K
Horizon Investments, LLC 0.00% Reduce -99.1% 866 $44K
Estabrook Capital Management 0.01% Add +0.4% 827 $42K
Delos Wealth Advisors, LLC 0.02% No change 808 $41K
Davis Capital Management 0.02% No change 792 $40K
Trust Co. of Vermont 0.00% — 784 $40K
NFSG Corp 0.00% No change 768 $39K
FAS Wealth Partners, Inc. 0.00% Add +0.3% 757 $39K
Pittenger & Anderson Inc. 0.00% No change 750 $38K
Cornerstone Planning Group LLC 0.00% Add +549.6% 747 $38K
Webster Bank, N. A. 0.00% Add +110.2% 744 $38K
Winch Advisory Services, LLC 0.01% Add +0.3% 742 $38K
Hanson & Doremus Investment Management 0.00% No change 732 $37K
Quarry LP 0.01% Reduce -30.8% 720 $37K
EverSource Wealth Advisors, LLC 0.00% Reduce -31.4% 691 $35K
Harbor Investment Advisory, LLC 0.00% No change 660 $34K
TFC Financial Management, Inc. 0.00% Add +0.3% 645 $33K
Anchor Investment Management, LLC 0.00% No change 630 $32K
Pursuit Wealth Strategies, LLC 0.04% No change 629 $32K
Armor Investment Advisors, LLC 0.01% No change 624 $32K
McGuire Capital Advisors Inc. 0.02% No change 608 $31K
Cordgrass Capital Advisors, LLC 0.01% No change 600 $30K
Thompson Investment Management, Inc. 0.00% No change 600 $30K
Register Financial Advisors LLC 0.01% No change 588 $30K
Blue Trust, Inc. 0.00% No change 587 $30K
Keating Financial Advisory Services, Inc. 0.00% Reduce -46.6% 586 $30K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 570 $29K
Sherman Asset Management, Inc. 0.02% No change 530 $27K
TIAA Wealth Investment Management LLC 0.00% No change 512 $26K
Legacy Bridge, LLC 0.01% No change 510 $26K
Main Street Group, LTD 0.01% No change 498 $25K
Murphy & Mullick Capital Management Corp 0.02% Add +34.3% 490 $25K
Olistico Wealth, LLC 0.01% No change 484 $25K
Rossby Financial, LCC 0.00% Reduce -40.5% 484 $25K
Valley Wealth Managers, Inc. 0.00% No change 464 $24K
Luken Investment Analytics, LLC 0.01% No change 454 $23K
Salomon & Ludwin, LLC 0.00% No change 450 $23K
Strengthening Families & Communities, LLC 0.00% Add +0.5% 430 $22K
Biltmore Family Office, LLC 0.00% Add +3.5% 414 $21K
Game Plan Financial Advisors, LLC 0.01% Reduce -49.0% 410 $21K
Raffa Wealth Management, LLC 0.00% No change 406 $21K
Lodestone Wealth Management LLC 0.01% No change 404 $21K
CNB Bank 0.01% No change 398 $20K
Smartleaf Asset Management LLC 0.00% No change 394 $20K
Valley National Advisers Inc. 0.00% No change 392 $20K
Rialto Wealth Management, LLC 0.00% No change 384 $20K
Blue Bell Private Wealth Management, LLC 0.00% No change 376 $19K
Banque Cantonale Vaudoise 0.00% No change 365 $19K
Medallion Wealth Advisors, LLC 0.01% Reduce -0.6% 352 $18K
Capital Analysts, LLC 0.00% No change 362 $18K
Archer Investment Corp 0.00% Add +12.2% 330 $17K
Highline Wealth Partners LLC 0.00% New 328 $17K
Hollencrest Capital Management 0.00% No change 314 $16K
Caitlin John, LLC 0.01% No change 308 $16K
Cypress Capital Management LLC (WY) 0.01% No change 300 $15K
Trust Co. of Toledo NA 0.00% No change 300 $15K
Avalon Trust Co 0.00% New 300 $15K
American National Bank & Trust 0.00% Reduce -11.8% 298 $15K
Farmers & Merchants Investments Inc. 0.00% Reduce -17.2% 293 $15K
MTM Investment Management, LLC 0.00% No change 284 $14K
Indiana Trust & Investment Management Co 0.00% No change 276 $14K
Hantz Financial Services, Inc. 0.00% Add +49.5% 281 $14K
GHP Investment Advisors, Inc. 0.00% No change 275 $14K
Wealth Enhancement Trust Services, Inc. 0.00% No change 274 $14K
Imprint Wealth LLC 0.06% No change 270 $14K
Bartlett & Co. Wealth Management LLC 0.00% No change 270 $14K
Old Second National Bank of Aurora 0.00% No change 250 $13K
Point72 Asset Management 0.00% Reduce -99.9% 247 $13K
Daytona Street Capital LLC 0.01% No change 240 $12K
Sage Mountain Advisors LLC 0.00% No change 236 $12K
Pension & Wealth Management Advisors, Inc. 0.00% No change 227 $12K
United Community Bank 0.00% No change 222 $11K
National Bank of Canada 0.00% Reduce -94.9% 220 $11K
Spire Wealth Management 0.00% Reduce -38.1% 218 $11K
Pin Oak Investment Advisors Inc. 0.01% No change 222 $11K
Ogorek Anthony Joseph /NY/ 0.00% Add +0.5% 217 $11K
MPWM Advisory Solutions, LLC 0.00% No change 200 $10K
Motco 0.00% No change 200 $10K
Salem Investment Counselors Inc. 0.00% No change 200 $10K
Pioneer Family Office, LLC 0.01% New 189 $10K
Creative Capital Management Investments LLC 0.00% No change 188 $10K
Financial Gravity Companies, Inc. 0.00% — 186 $9K
Rothschild Investment LLC 0.00% No change 183 $9K
Nalls Sherbakoff Group, LLC 0.01% No change 180 $9K
Silver Grove Financial Group, Inc. 0.01% New 180 $9K
Vima LLC 0.01% — 178 $9K
Providence Capital Advisors, LLC 0.00% No change 173 $9K
Ankerstar Wealth, LLC 0.01% No change 171 $9K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% Reduce -35.4% 164 $8K
Turtle Creek Wealth Advisors, LLC 0.00% Reduce -44.1% 162 $8K
Avion Wealth 0.00% No change 164 $8K
Wagner Wealth Management, LLC 0.00% New 157 $8K
Center for Financial Planning, Inc. 0.00% No change 154 $8K
Sunrise Financial Services, LLC 0.00% No change 138 $7K
Kingdom Financial Group LLC. 0.00% New 134 $7K
McDonald Partners LLC 0.00% New 134 $7K
Johnson Financial Group, Inc. 0.00% Reduce -59.6% 128 $7K
SHP Wealth Management 0.00% No change 126 $6K
Capital Investment Advisory Services, LLC 0.00% Reduce -87.4% 125 $6K
Copia Wealth Management 0.00% No change 123 $6K
Glassman Wealth Services 0.00% New 121 $6K
Tidemark, LLC 0.00% No change 120 $6K
Brooklyn FI, LLC 0.00% New 119 $6K
Ameriflex Group, Inc. 0.00% No change 118 $6K
XP Advisory US, Inc. 0.00% — 117 $6K
Eukles Asset Management 0.00% Reduce -50.9% 110 $6K
Orion Capital Management LLC 0.00% No change 107 $5K
Lloyd Advisory Services, LLC. 0.00% New 100 $5K
Coston, McIsaac & Partners 0.00% No change 102 $5K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 94 $5K
JDM Financial Group LLC 0.00% Add +1.1% 90 $5K
Fortis Group Advisors, LLC 0.00% No change 88 $4K
First PREMIER Bank 0.00% No change 80 $4K
BankPlus Trust Department 0.00% No change 76 $4K
Buck Wealth Strategies, LLC 0.00% New 70 $4K
Aristotle Capital Management, LLC 0.00% New 69 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +1.5% 67 $3K
Weaver Capital Management LLC 0.00% No change 66 $3K
Brown Brothers Harriman & Co. 0.00% No change 62 $3K
Burk Holdings LLC 0.00% No change 60 $3K
Asset Dedication, LLC 0.00% Reduce -38.1% 60 $3K
Gill Capital Partners, LLC 0.00% No change 54 $3K
Premier Financial Group 0.00% No change 54 $3K
TD Capital Management LLC 0.00% No change 52 $3K
KERR FINANCIAL PLANNING Corp 0.00% No change 51 $3K
Bogart Wealth, LLC 0.00% Add +82.1% 51 $3K
Citizens National Bank Trust Department 0.00% No change 50 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +64.3% 46 $2K
Wellington Shields & Co., LLC 0.00% New 40 $2K
Clear Street Group Inc. 0.00% Reduce -99.2% 40 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 36 $2K
Integrity Financial Corp 0.00% No change 36 $2K
Credit Agricole S A 0.00% Reduce -99.7% 33 $2K
PFS Partners, LLC 0.00% No change 30 $2K
Vision Retirement, LLC 0.00% No change 26 $1K
FWL Investment Management, LLC 0.00% New 20 $1K
TD Private Client Wealth LLC 0.00% No change 16 $813
Axiom Investment Management LLC 0.00% Reduce -93.0% 15 $786
WealthShield Partners, LLC 0.00% Add +400.0% 15 $762
Financial Network Wealth Advisors LLC 0.00% New 14 $712
LifeSteps Financial, Inc. 0.00% New 14 $712
Evolution Wealth Management Inc. 0.00% New 13 $661
HHM Wealth Advisors, LLC 0.00% Add +20.0% 12 $610
DecisionPoint Financial, LLC 0.00% No change 10 $511
Gilpin Wealth Management, LLC 0.00% No change 10 $509
Quantum Portfolio Management LLC 0.00% New 10 $508
Mosley Wealth Management 0.00% New 10 $508
Tounjian Advisory Partners, LLC 0.00% New 8 $425
Financial Life Planners 0.00% No change 1 $55

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