SS Comm Select Sector SPDRXLCETF
13F holders, Q1 2024 (March 31)902holders
5famous investors
$81.79avg. 13F price*
At the end of Q1 2024, 902 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings. The largest holders were Bank of America Corp. ($3.8B), JPMorgan Chase & Co. ($707.2M) and Barclays PLC ($680.7M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Comm Select Sector SPDR
- Filed as
- SELECT SECTOR SPDR TR (Q1 2024)
- CUSIP
- 81369Y852
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $344.4M |
| Exits | 74 | $192.4M |
Ownership 902 holders
| Bank of America Corp. | 0.38% | Add +0.2% | 46,564,479 | $3.8B |
| JPMorgan Chase & Co. | 0.06% | Add +7.4% | 8,660,426 | $707.2M |
| Barclays PLC | 0.31% | Reduce -22.9% | 8,335,983 | $680.7M |
| Wells Fargo & Company | 0.15% | Add +1.5% | 6,796,230 | $555.0M |
| Morgan Stanley | 0.04% | Reduce -0.7% | 6,336,601 | $517.4M |
| Envestnet Asset Management Inc. | 0.19% | Add +0.0% | 6,193,972 | $505.8M |
| CHURCHILL MANAGEMENT Corp | 5.04% | Add +4.2% | 4,951,567 | $404.3M |
| Raymond James & Associates | 0.27% | Reduce -1.6% | 4,814,993 | $393.2M |
| LPL Financial LLC | 0.19% | Add +15.6% | 4,416,221 | $360.6M |
| Janney Montgomery Scott LLC | 1.00% | Reduce -2.3% | 4,123,347 | $336.7M |
| Ameriprise Financial Inc. | 0.09% | Add +1.1% | 3,997,189 | $325.8M |
| Truist Financial Corp. | 0.46% | Reduce -4.6% | 3,686,067 | $301.0M |
| Fisher Asset Management | 0.14% | Reduce -2.1% | 3,548,636 | $289.8M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +45.7% | 3,508,986 | $286.5M |
| Migdal Insurance & Financial Holdings Ltd. | 4.50% | Add +61.2% | 3,445,321 | $281.3M |
| UBS Group AG | 0.09% | Add +1.4% | 3,425,338 | $279.7M |
| WestEnd Advisors, LLC | 7.12% | Reduce -2.8% | 3,363,525 | $274.7M |
| Main Management ETF Advisors, LLC | 12.14% | Add +3.5% | 2,812,035 | $229.6M |
| BlackRock Inc. | 0.00% | Add +7.6% | 2,415,984 | $197.3M |
| Two Sigma Investments, LP | 0.47% | Add +4.6% | 2,275,000 | $185.8M |
| State Street Corp. | 0.01% | Add +17.2% | 2,229,331 | $182.0M |
| Harel Insurance Investments & Financial Services Ltd. | 3.27% | Reduce -0.0% | 2,068,353 | $168.9M |
| Two Sigma Advisers, LP | 0.33% | Add +1.1% | 1,721,500 | $140.6M |
| Meitav Investment House Ltd. | 2.58% | Reduce -29.9% | 1,611,575 | $131.6M |
| Royal Bank of Canada | 0.03% | Add +15.7% | 1,591,529 | $130.0M |
| Agf Management Ltd. | 0.67% | Reduce -13.6% | 1,477,476 | $120.7M |
| PGIM Custom Harvest LLC | 2.43% | Add +53.1% | 1,200,089 | $98.0M |
| CW Advisors, LLC | 1.59% | Reduce -0.5% | 1,126,550 | $92.0M |
| Bank of Montreal | 0.03% | Reduce -9.0% | 1,042,831 | $85.3M |
| Victory Capital Management Inc. | 0.08% | Add +4.0% | 1,023,213 | $83.6M |
| Main Management LLC | 6.83% | Add +17.1% | 979,641 | $80.0M |
| Stifel Financial Corp. | 0.09% | Add +11.2% | 912,942 | $74.6M |
| Bank of Nova Scotia | 0.15% | New | 877,028 | $71.6M |
| Cibc World Markets Corp. | 0.46% | New | 866,700 | $70.8M |
| Assetmark, Inc. | 0.21% | Add +11.2% | 792,379 | $64.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -36.2% | 712,053 | $58.1M |
| J.Safra Asset Management Corp | 6.44% | Add +5.4% | 696,671 | $56.9M |
| Spire Wealth Management | 1.04% | Add +0.2% | 314,868 | $56.6M |
| KCM Investment Advisors LLC | 1.93% | Add +3.6% | 636,477 | $52.0M |
| Swan Global Investments, LLC | 2.55% | Reduce -6.9% | 635,336 | $51.9M |
| Main Management Fund Advisors LLC | 10.35% | Add +11.9% | 623,500 | $50.9M |
| Hilton Capital Management, LLC | 4.22% | Reduce -0.2% | 575,597 | $47.0M |
| Diversified, LLC | 5.85% | Add +0.0% | 520,503 | $42.5M |
| Osaic Holdings, Inc. | 0.09% | Reduce -1.2% | 519,772 | $42.4M |
| Rockefeller Capital Management L.P. | 0.12% | Add +60.5% | 514,108 | $42.0M |
| Donaldson Capital Management, LLC | 1.68% | New | 495,699 | $40.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.2% | 466,770 | $38.1M |
| RiverFront Investment Group, LLC | 1.06% | Add +5.3% | 461,781 | $37.7M |
| Cetera Investment Advisers | 0.09% | Add +142.2% | 461,297 | $37.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -13.5% | 438,849 | $35.8M |
| Northern Trust Corp. | 0.01% | Add +5.3% | 416,888 | $34.0M |
| Janney Capital Management LLC | 2.17% | Reduce -2.1% | 399,162 | $32.6M |
| MML Investors Services, LLC | 0.13% | Add +14.7% | 394,954 | $32.3M |
| Alps Advisors Inc. | 0.22% | Reduce -14.4% | 376,107 | $30.7M |
| Moss Adams Wealth Advisors LLC | 4.87% | Add +12087.4% | 371,227 | $30.3M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.84% | No change | 360,530 | $29.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.87% | Reduce -37.6% | 347,578 | $28.4M |
| Kingsview Wealth Management, LLC | 0.70% | Reduce -16.2% | 342,825 | $28.0M |
| Marks Wealth, LLC | 10.37% | New | 336,005 | $27.4M |
| 1832 Asset Management L.P. | 0.05% | Reduce -57.6% | 335,924 | $27.4M |
| Advisory Alpha, LLC | 1.12% | Reduce -20.6% | 335,367 | $27.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -4.1% | 328,297 | $26.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -33.1% | 326,240 | $26.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.24% | Reduce -1.8% | 315,076 | $25.7M |
| Estate Counselors, LLC | 2.81% | Reduce -1.2% | 300,770 | $24.6M |
| Lido Advisors, LLC | 0.22% | Reduce -6.5% | 295,851 | $24.2M |
| Horizon Investments, LLC | 0.62% | Add +473.1% | 290,003 | $23.7M |
| Fifth Third Bancorp | 0.09% | Reduce -8.9% | 288,740 | $23.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +80.2% | 283,971 | $23.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.25% | Add +3.2% | 282,965 | $23.1M |
| Foundations Investment Advisors, LLC | 0.59% | Add +8.0% | 277,280 | $22.6M |
| AlphaStar Capital Management, LLC | 2.29% | Add +3310.8% | 272,628 | $22.3M |
| Cwm, LLC | 0.10% | Add +2.9% | 263,227 | $21.5M |
| Oppenheimer Asset Management Inc. | 0.29% | Add +135.0% | 241,907 | $19.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.1% | 239,943 | $19.6M |
| Tocqueville Asset Management L.P. | 0.32% | Reduce -0.0% | 236,194 | $19.3M |
| Private Advisor Group, LLC | 0.13% | Add +20.3% | 227,826 | $18.6M |
| Graypoint LLC | 1.21% | Reduce -6.5% | 204,767 | $16.7M |
| Peapack Gladstone Financial Corp. | 0.26% | Add +3.1% | 204,080 | $16.7M |
| Citigroup Inc. | 0.02% | Reduce -30.6% | 203,906 | $16.7M |
| Captrust Financial Advisors | 0.06% | Add +0.5% | 199,911 | $16.3M |
| Clarity Financial LLC | 2.52% | Reduce -8.2% | 199,385 | $16.3M |
| Miller Investment Management, LP | 2.06% | Add +0.6% | 197,670 | $16.1M |
| TCV Trust & Wealth Management, Inc. | 1.53% | Reduce -0.7% | 195,684 | $16.0M |
| Mariner, LLC | 0.03% | Add +4.3% | 195,155 | $15.9M |
| Full Sail Capital, LLC | 1.07% | Add +6.7% | 188,635 | $15.4M |
| Bellwether Advisors, LLC | 3.38% | Add +3.9% | 188,301 | $15.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +39.7% | 187,949 | $15.3M |
| IMZ Advisory Inc | 7.90% | Reduce -2.6% | 187,646 | $15.3M |
| Ayalon Insurance Comp Ltd. | 5.08% | Add +27.5% | 187,110 | $15.3M |
| Centaurus Financial, Inc. | 0.99% | Reduce -1.8% | 172,982 | $14.1M |
| InterOcean Capital Group, LLC | 0.34% | Add +1.0% | 172,107 | $14.1M |
| Mutual Advisors, LLC | 0.44% | Add +10.8% | 169,496 | $13.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.16% | Add +1713.0% | 167,536 | $13.6M |
| DAVENPORT & Co LLC | 0.08% | Reduce -3.9% | 161,147 | $13.2M |
| Harbour Trust & Investment Management Co | 1.62% | Add +5.8% | 157,718 | $12.9M |
| Citadel Advisors | 0.01% | Reduce -59.5% | 156,284 | $12.8M |
| Petredis Investment Advisors LLC | 1.49% | Reduce -3.6% | 152,450 | $12.4M |
| Trek Financial, LLC | 0.97% | Reduce -49.8% | 150,623 | $12.3M |
| WBH Advisory Inc. | 1.26% | Add +1.6% | 150,196 | $12.3M |
| Krilogy Financial LLC | 0.91% | Add +8.7% | 145,633 | $11.9M |
| Tucker Asset Management LLC | 2.70% | Add +10.4% | 143,033 | $11.7M |
| FIL Ltd | 0.01% | New | 138,086 | $11.3M |
| Chemung Canal Trust Co. | 2.16% | Reduce -0.7% | 136,906 | $11.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -3.2% | 134,509 | $11.0M |
| Prudential Financial Inc. | 0.02% | Add +1.1% | 134,326 | $11.0M |
| Old National Bancorp | 0.26% | Reduce -9.3% | 134,155 | $11.0M |
| Horizon Wealth Management, LLC | 2.85% | Add +13.5% | 133,996 | $10.9M |
| Corient Private Wealth LP | 0.02% | Reduce -26.9% | 132,787 | $10.8M |
| First Interstate Bank | 0.74% | Reduce -1.6% | 130,957 | $10.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -12.2% | 130,811 | $10.7M |
| Stadion Money Management, LLC | 0.69% | Reduce -6.7% | 129,930 | $10.6M |
| Stillwater Capital Advisors, LLC | 1.57% | Add +26.1% | 129,412 | $10.6M |
| AE Wealth Management LLC | 0.12% | Reduce -62.2% | 128,296 | $10.5M |
| Vickerman Investment Advisors, Inc. | 3.34% | Add +0.3% | 126,802 | $10.4M |
| IHT Wealth Management, LLC | 0.41% | Add +26.8% | 126,615 | $10.3M |
| Asset Advisors Investment Management, LLC | 1.15% | Add +43.5% | 125,649 | $10.3M |
| Long Run Wealth Advisors, LLC | 2.69% | Add +4.0% | 125,297 | $10.2M |
| CWA Asset Management Group, LLC | 0.62% | Add +1.3% | 124,937 | $10.2M |
| Onyx Bridge Wealth Group LLC | 1.81% | Add +3147.3% | 126,256 | $10.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +5.7% | 123,423 | $10.1M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +5.7% | 123,423 | $10.1M |
| Atlas Capital Advisors Inc. | 1.58% | Add +35.8% | 123,377 | $10.1M |
| Bank Hapoalim BM | 1.35% | Add +4.8% | 122,939 | $10.0M |
| Biltmore Wealth Management, LLC | 4.71% | No change | 136,129 | $9.9M |
| Spinnaker Trust | 0.64% | New | 120,544 | $9.8M |
| Financial Enhancement Group LLC | 1.59% | Add +0.3% | 119,147 | $9.7M |
| Client First Capital LLC | 6.75% | Add +380.5% | 118,025 | $9.6M |
| Royal Fund Management, LLC | 1.10% | Add +5.0% | 116,603 | $9.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -20.1% | 114,992 | $9.4M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.44% | Reduce -1.6% | 114,446 | $9.3M |
| EP Wealth Advisors, LLC | 0.11% | Reduce -8.3% | 114,387 | $9.3M |
| Merit Financial Group, LLC | 0.22% | Add +95.6% | 115,059 | $9.2M |
| Leuthold Group, LLC | 1.03% | Add +4.3% | 112,081 | $9.2M |
| NewEdge Advisors, LLC | 0.08% | Add +39.5% | 111,072 | $9.1M |
| Avantax Advisory Services, Inc. | 0.08% | Add +13.2% | 108,953 | $8.9M |
| Marshall Wace, LLP | 0.01% | Reduce -75.8% | 104,992 | $8.6M |
| Evolution Wealth Advisors, LLC | 1.62% | Add +85.1% | 103,418 | $8.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +12.2% | 103,016 | $8.4M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -6.7% | 102,853 | $8.4M |
| Waterloo Capital, L.P. | 1.07% | Add +129.3% | 102,300 | $8.4M |
| SG Americas Securities, LLC | 0.04% | Add +11.7% | 101,626 | $8.3M |
| Steward Partners Investment Solutions, LLC | 1.39% | Add +296.4% | 101,466 | $8.3M |
| Ascent Wealth Partners, LLC | 1.23% | Add +3.8% | 101,136 | $8.3M |
| Equitable Holdings, Inc. | 0.09% | Add +7.8% | 100,212 | $8.2M |
| CMH Wealth Management LLC | 2.06% | Reduce -5.8% | 99,262 | $8.1M |
| CoreCap Advisors, LLC | 0.42% | Add +8.3% | 98,152 | $8.0M |
| Tiaa Trust, National Association | 0.02% | Add +682.5% | 98,101 | $8.0M |
| PFG Advisors | 0.58% | Add +471.9% | 97,065 | $7.9M |
| Pathstone Holdings, LLC | 0.04% | Add +5.5% | 96,706 | $7.9M |
| Advisory Services Network, LLC | 0.17% | Reduce -0.3% | 96,449 | $7.9M |
| Ocean Park Asset Management, LLC | 0.37% | Reduce -7.7% | 95,296 | $7.8M |
| Robertson Stephens Wealth Management, LLC | 0.43% | Add +11.3% | 95,173 | $7.8M |
| Dakota Wealth Management | 0.19% | Add +0.2% | 95,088 | $7.8M |
| Fortis Group Advisors, LLC | 1.43% | New | 94,952 | $7.8M |
| Empowered Funds, LLC | 0.14% | New | 94,439 | $7.7M |
| Atria Investments, Inc | 0.11% | Add +0.6% | 94,300 | $7.7M |
| Spectrum Wealth Counsel, LLC | 0.94% | Reduce -2.8% | 93,659 | $7.6M |
| RFG Advisory, LLC | 0.26% | Add +334.9% | 92,101 | $7.5M |
| Proquility Private Wealth Partners, LLC | 2.56% | Reduce -1.4% | 91,378 | $7.5M |
| Ashton Thomas Private Wealth, LLC | 0.43% | Reduce -14.8% | 91,356 | $7.5M |
| Martin & Co. Inc. | 1.82% | Reduce -21.4% | 91,069 | $7.4M |
| Cubist Systematic Strategies, LLC | 0.08% | New | 90,636 | $7.4M |
| Venture Visionary Partners LLC | 0.35% | Add +13.7% | 90,059 | $7.4M |
| US Bancorp \de | 0.01% | Add +0.0% | 89,610 | $7.3M |
| Pinnacle Associates Ltd. | 0.11% | Reduce -1.2% | 88,442 | $7.2M |
| Winthrop Capital Management, LLC | 3.33% | Reduce -0.0% | 88,429 | $7.2M |
| Comerica Bank | 0.03% | Add +1.9% | 88,168 | $7.2M |
| Cresset Asset Management, LLC | 0.03% | Add +59.2% | 86,344 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +3.0% | 84,462 | $6.9M |
| Avestar Capital, LLC | 0.79% | Add +23.2% | 84,362 | $6.9M |
| Premier Path Wealth Partners, LLC | 1.29% | Add +9.5% | 84,018 | $6.9M |
| Insight Wealth Strategies, LLC | 0.98% | Reduce -49.4% | 81,581 | $6.7M |
| D. E. Shaw & Co. | 0.01% | Add +251.8% | 81,446 | $6.7M |
| Blair William & Co. | 0.02% | Add +13.7% | 80,185 | $6.5M |
| Anfield Capital Management, LLC | 3.14% | Reduce -57.3% | 79,669 | $6.5M |
| Virtue Capital Management, LLC | 1.16% | New | 78,766 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.26% | Add +0.7% | 78,556 | $6.4M |
| MAI Capital Management | 0.07% | Reduce -1.1% | 78,091 | $6.4M |
| Prestige Wealth Management Group LLC | 1.37% | Reduce -6.5% | 77,677 | $6.3M |
| Orange Investment Advisors, Inc. | 0.74% | Reduce -1.1% | 75,512 | $6.2M |
| Integrated Wealth Concepts LLC | 0.09% | Add +33.7% | 75,006 | $6.1M |
| Bar Harbor Wealth Management | 0.40% | Add +3.7% | 73,800 | $6.0M |
| Innealta Capital, LLC | 2.53% | Reduce -0.0% | 73,227 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Add +28.4% | 72,617 | $5.9M |
| GeoWealth Management, LLC | 0.23% | Reduce -29.4% | 71,628 | $5.8M |
| Tudor Investment Corporation | 0.07% | Add +7.6% | 71,466 | $5.8M |
| Advisor OS, LLC | 0.67% | Add +21.4% | 71,142 | $5.8M |
| Conservest Capital Advisors, Inc. | 0.59% | Add +1.7% | 71,141 | $5.8M |
| Harrell Investment Partners, LLC | 1.72% | Reduce -12.3% | 71,113 | $5.8M |
| Founders Financial Securities LLC | 0.61% | Add +36.6% | 70,789 | $5.8M |
| Oppenheimer & Co. Inc. | 0.10% | Add +2.8% | 70,321 | $5.7M |
| Continuum Wealth Advisors, LLC | 3.22% | Add +13.3% | 69,795 | $5.7M |
| Stephens Inc. | 0.09% | Add +12.3% | 69,742 | $5.7M |
| Eastern Bank | 0.24% | New | 69,650 | $5.7M |
| Darwin Wealth Management, LLC | 1.56% | Reduce -4.3% | 68,518 | $5.6M |
| Carnegie Investment Counsel | 0.17% | Add +10.6% | 68,394 | $5.6M |
| Sykon Capital LLC | 1.99% | Add +6.8% | 67,451 | $5.5M |
| Orleans Capital Management Corp. | 3.52% | Add +0.8% | 65,743 | $5.4M |
| Transcend Capital Advisors, LLC | 0.43% | Reduce -2.2% | 65,698 | $5.4M |
| Forbes J M & Co. LLP | 0.57% | No change | 64,939 | $5.3M |
| WealthCare Investment Partners, LLC | 2.51% | Add +8.7% | 63,517 | $5.2M |
| Innova Wealth Partners | 4.00% | Reduce -2.4% | 63,492 | $5.2M |
| High Note Wealth, LLC | 1.68% | Reduce -0.9% | 63,336 | $5.2M |
| Freedom Investment Management, Inc. | 0.41% | Reduce -14.2% | 62,409 | $5.1M |
| Harbor Capital Advisors, Inc. | 0.66% | Reduce -25.8% | 61,999 | $5.1M |
| Colton Groome Financial Advisors, LLC | 2.01% | Add +5.4% | 61,365 | $5.0M |
| AlphaMark Advisors, LLC | 1.74% | Add +1.2% | 60,731 | $5.0M |
| Benjamin F. Edwards & Company, Inc. | 0.09% | Add +14.6% | 59,831 | $4.9M |
| TrinityPoint Wealth, LLC | 0.80% | Reduce -3.0% | 59,256 | $4.8M |
| Global Retirement Partners, LLC | 0.18% | Add +11.1% | 59,221 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +57.0% | 59,085 | $4.8M |
| New Millennium Group LLC | 3.61% | Add +12896.9% | 58,616 | $4.8M |
| First Merchants Corp. | 0.35% | Reduce -9.8% | 57,513 | $4.7M |
| Jmac Enterprises LLC | 0.86% | Add +11.6% | 56,806 | $4.6M |
| Roundview Capital LLC | 0.38% | Add +0.1% | 56,743 | $4.6M |
| Millennium Management | 0.00% | Reduce -91.4% | 56,039 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +3.9% | 55,509 | $4.5M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.46% | Reduce -2.3% | 54,914 | $4.5M |
| Pallas Capital Advisors LLC | 0.19% | Add +6.2% | 54,640 | $4.5M |
| TRUE Private Wealth Advisors | 0.51% | Reduce -0.3% | 54,639 | $4.5M |
| Fullerton Fund Management Co Ltd. | 0.21% | New | 53,482 | $4.4M |
| Callan Capital, LLC | 0.38% | Reduce -5.5% | 53,212 | $4.3M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | Reduce -4.7% | 52,914 | $4.3M |
| Occidental Asset Management, LLC | 0.80% | Add +1.8% | 52,733 | $4.3M |
| Ciovacco Capital Management LLC | 2.89% | Reduce -1.1% | 52,696 | $4.3M |
| Theory Financial LLC | 2.17% | New | 52,275 | $4.3M |
| Schmidt P J Investment Management Inc. | 0.80% | Add +493.2% | 51,644 | $4.2M |
| Virtu Financial LLC | 0.32% | Reduce -48.2% | 50,552 | $4.1M |
| M&T Bank Corp | 0.01% | Reduce -0.6% | 49,600 | $4.0M |
| IronBridge Private Wealth, LLC | 1.63% | Add +3.1% | 48,184 | $3.9M |
| Prudential PLC | 0.03% | New | 47,800 | $3.9M |
| Sharper & Granite LLC | 1.86% | Reduce -8.9% | 46,730 | $3.9M |
| Essex LLC | 0.89% | Add +3.6% | 47,213 | $3.9M |
| Baker Avenue Asset Management, LP | 0.15% | Reduce -1.4% | 46,806 | $3.8M |
| Signal Advisors Wealth, LLC | 0.95% | Add +56.0% | 46,742 | $3.8M |
| Providence First Trust Co | 1.65% | Reduce -1.1% | 46,714 | $3.8M |
| Vaughan David Investments LLC | 0.09% | Reduce -0.2% | 46,658 | $3.8M |
| Foguth Wealth Management, LLC. | 2.01% | — | 45,937 | $3.8M |
| Symmetry Investments LP | 0.39% | New | 45,657 | $3.7M |
| 5th Street Advisors, LLC | 2.11% | Add +32.9% | 45,654 | $3.7M |
| Independent Financial Group, LLC | 0.17% | Add +59.4% | 45,294 | $3.7M |
| Simmons Bank | 0.28% | Add +5.3% | 45,144 | $3.7M |
| Brookstone Capital Management | 0.07% | Add +0.1% | 44,773 | $3.7M |
| Monument Capital Management | 1.05% | New | 44,701 | $3.7M |
| Focus Partners Wealth | 0.03% | Add +1430.3% | 43,936 | $3.6M |
| Man Group plc | 0.01% | Add +382.4% | 43,900 | $3.6M |
| Credit Suisse AG/ | 0.00% | Reduce -53.8% | 43,720 | $3.6M |
| Integrated Advisors Network LLC | 0.18% | Add +15.9% | 43,627 | $3.6M |
| Raymond James Trust N.A. | 0.09% | Reduce -5.5% | 42,994 | $3.5M |
| Banco Santander, S.A. | 0.04% | Reduce -13.8% | 42,754 | $3.5M |
| Zimmermann Investment Management & Planning LLC | 1.25% | Reduce -11.4% | 42,584 | $3.5M |
| First Trust Investment Solutions L.P. | 0.61% | Add +3.2% | 42,290 | $3.5M |
| Elevation Point Wealth Partners, LLC | 0.26% | Add +3.1% | 42,073 | $3.4M |
| Terra Nova Asset Management LLC | 2.73% | Add +54.9% | 42,034 | $3.4M |
| Retirement Capital Strategies | 1.39% | Add +849.7% | 41,672 | $3.4M |
| Lowe Brockenbrough & Co. Inc. | 0.23% | Reduce -5.1% | 41,328 | $3.4M |
| Friedenthal Financial | 2.07% | Add +1.7% | 41,115 | $3.4M |
| Transamerica Financial Advisors, LLC | 0.34% | Add +13.8% | 40,421 | $3.3M |
| Pacific Wealth Management | 1.84% | No change | 44,444 | $3.2M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +46.6% | 39,318 | $3.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -7.4% | 38,986 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +135.6% | 47,828 | $3.1M |
| Trust Co | 0.41% | Reduce -9.6% | 37,781 | $3.1M |
| Dumont & Blake Investment Advisors LLC | 0.88% | Add +19.5% | 37,546 | $3.1M |
| Trust Co. of Oklahoma | 1.08% | Add +9.2% | 37,108 | $3.0M |
| Bray Capital Advisors | 0.76% | Reduce -1.3% | 36,869 | $3.0M |
| WESPAC Advisors SoCal, LLC | 0.78% | Add +19.8% | 36,680 | $3.0M |
| Treynor Bancshares, Inc. | 1.72% | Reduce -9.7% | 36,166 | $3.0M |
| James Investment Research, Inc. | 0.35% | Reduce -6.7% | 35,802 | $2.9M |
| Tritonpoint Wealth, LLC | 0.31% | Add +6.6% | 44,942 | $2.9M |
| Western Wealth Management, LLC | 0.23% | Add +42.0% | 35,641 | $2.9M |
| Toth Financial Advisory Corp. | 0.36% | Add +18.1% | 35,579 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -29.3% | 35,535 | $2.9M |
| Smart Portfolios, LLC | 3.05% | Reduce -9.6% | 35,481 | $2.9M |
| Soltis Investment Advisors LLC | 0.31% | Add +11.6% | 33,420 | $2.7M |
| Cooksen Wealth, LLC | 2.83% | Add +5.5% | 33,327 | $2.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -90.3% | 33,216 | $2.7M |
| Simplex Trading, LLC | 0.08% | New | 33,132 | $2.7M |
| Novare Capital Management LLC | 0.24% | Reduce -3.3% | 33,066 | $2.7M |
| Mirabella Financial Services LLP | 0.20% | New | 32,845 | $2.7M |
| Privium Fund Management (UK) Ltd | 1.30% | Add +40.2% | 31,980 | $2.6M |
| Marion Wealth Management | 0.78% | Reduce -0.6% | 32,122 | $2.6M |
| Snowden Capital Advisors LLC | 0.08% | Add +126.6% | 31,539 | $2.6M |
| Dai-ichi Life Holdings, Inc. | 3.14% | — | 31,300 | $2.6M |
| Creative Planning | 0.00% | Add +5.4% | 31,261 | $2.6M |
| SkyView Investment Advisors, LLC | 0.47% | Add +6.9% | 31,251 | $2.6M |
| Strategic Financial Partners, Ltd. | 1.41% | New | 31,134 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 31,095 | $2.5M |
| Nwam LLC | 0.20% | Add +21.7% | 31,185 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -5.6% | 30,086 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.14% | Reduce -48.4% | 30,299 | $2.5M |
| Syon Capital LLC | 0.23% | Reduce -4.1% | 30,280 | $2.5M |
| Evercore Wealth Management, LLC | 0.04% | Add +18.4% | 30,267 | $2.5M |
| SteelPeak Wealth, LLC | 0.13% | Add +160.7% | 30,200 | $2.5M |
| Benjamin Edwards Inc. | 0.49% | Reduce -0.9% | 30,121 | $2.5M |
| Canton Hathaway, LLC | 0.66% | Reduce -1.3% | 30,006 | $2.5M |
| Chesapeake Wealth Management | 0.88% | Reduce -3.4% | 29,637 | $2.4M |
| Private Wealth Advisors, LLC | 1.01% | Reduce -7.8% | 29,523 | $2.4M |
| One Charles Private Wealth Services, LLC | 1.05% | Reduce -0.8% | 29,493 | $2.4M |
| St. Johns Investment Management Company, LLC | 1.16% | Reduce -5.7% | 29,493 | $2.4M |
| Cornerstone Advisors, LLC | 0.10% | New | 29,300 | $2.4M |
| Quantinno Capital Management LP | 0.05% | New | 29,268 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +15.4% | 29,075 | $2.4M |
| Zullo Investment Group, Inc. | 1.11% | Add +2.2% | 28,960 | $2.4M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -7.6% | 28,937 | $2.4M |
| FMR LLC | 0.00% | Add +69.3% | 28,761 | $2.4M |
| Park Avenue Securities LLC | 0.03% | Reduce -5.6% | 28,483 | $2.3M |
| Transatlantique Private Wealth LLC | 1.00% | Add +20.1% | 28,079 | $2.3M |
| Intrua Financial, LLC | 0.36% | Add +13.3% | 28,055 | $2.3M |
| GTS Securities LLC | 0.06% | Reduce -72.3% | 27,852 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +226.8% | 27,638 | $2.3M |
| Venturi Wealth Management, LLC | 0.14% | Reduce -43.2% | 27,604 | $2.3M |
| Realta Investment Advisors | 0.46% | Add +106.0% | 27,411 | $2.2M |
| Bfsg, LLC | 0.30% | Add +7.4% | 27,315 | $2.2M |
| West Financial Advisors, LLC | 0.48% | Reduce -2.5% | 27,195 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.18% | Reduce -12.8% | 27,043 | $2.2M |
| United Asset Strategies, Inc. | 0.22% | Reduce -65.5% | 27,029 | $2.2M |
| AdvisorShares Investments LLC | 0.41% | Add +64.6% | 26,917 | $2.2M |
| HBW Advisory Services LLC | 0.41% | No change | 30,138 | $2.2M |
| Visionary Horizons, LLC | 1.66% | New | 26,221 | $2.1M |
| EPG Wealth Management LLC | 0.52% | Add +0.0% | 25,797 | $2.1M |
| IAM Advisory, LLC | 0.57% | Add +823.0% | 25,668 | $2.1M |
| Hartline Investment Corp./ | 0.37% | New | 25,633 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Reduce -7.1% | 25,633 | $2.1M |
| Nelson Capital Management, LLC | 0.39% | Reduce -0.7% | 25,154 | $2.1M |
| Butensky & Cohen Financial Security, Inc. | 0.63% | Reduce -6.1% | 24,650 | $2.0M |
| Naples Global Advisors, LLC | 0.20% | Reduce -3.4% | 24,445 | $2.0M |
| Salomon & Ludwin, LLC | 0.17% | Add +36.3% | 23,540 | $2.0M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -25.5% | 24,201 | $2.0M |
| VCI Wealth Management LLC | 1.33% | Reduce -17.6% | 24,166 | $2.0M |
| Patten & Patten Inc. | 0.14% | Add +5.4% | 24,125 | $2.0M |
| Cavalier Investments, LLC | 0.70% | Reduce -12.0% | 23,599 | $1.9M |
| Bank of Marin | 1.68% | Reduce -0.8% | 23,354 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -1.8% | 23,236 | $1.9M |
| TAP Consulting, LLC | 0.42% | New | 23,201 | $1.9M |
| Apexium Financial, LP | 0.14% | Add +23.3% | 23,119 | $1.9M |
| Morton Community Bank | 0.54% | Reduce -3.3% | 22,832 | $1.9M |
| Holderness Investments Co. | 0.46% | Reduce -0.5% | 22,801 | $1.9M |
| Joel Isaacson & Co., LLC | 0.10% | Add +0.2% | 22,635 | $1.8M |
| Analyst IMS Investment Management Services Ltd. | 0.08% | Add +56.7% | 22,463 | $1.8M |
| German American Bancorp, Inc. | 0.22% | Reduce -40.8% | 22,414 | $1.8M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2.88% | No change | 22,260 | $1.8M |
| Birchcreek Wealth Management, LLC | 0.96% | Reduce -2.9% | 22,255 | $1.8M |
| IFG Advisory, LLC | 0.14% | Add +13.9% | 22,228 | $1.8M |
| Correct Capital Wealth Management | 0.42% | Reduce -14.7% | 22,172 | $1.8M |
| Howard Capital Management Group, LLC | 0.14% | Reduce -7.4% | 22,090 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.9% | 21,968 | $1.8M |
| RPg Family Wealth Advisory, LLC | 0.57% | Reduce -12.7% | 21,964 | $1.8M |
| Axxcess Wealth Management, LLC | 0.05% | Add +72.8% | 21,963 | $1.8M |
| Stockman Wealth Management, Inc. | 0.32% | Add +4.4% | 21,939 | $1.8M |
| Herbst Group, LLC | 1.11% | Reduce -2.3% | 21,887 | $1.8M |
| Clarus Wealth Advisors | 1.01% | Reduce -1.4% | 21,757 | $1.8M |
| CreativeOne Wealth, LLC | 0.07% | Add +481.6% | 21,735 | $1.8M |
| Wellington Shields Capital Management, LLC | 0.33% | Add +4.8% | 21,660 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +61.4% | 21,652 | $1.8M |
| Naples Money Management LLC | 1.76% | New | 21,600 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.29% | Add +250.8% | 21,523 | $1.8M |
| Cutler Group LLC / CA | 0.88% | New | 21,450 | $1.8M |
| Roberts Wealth Advisors, LLC | 0.65% | Reduce -16.2% | 21,655 | $1.7M |
| MontVue Capital Management, Inc. | 1.52% | Reduce -4.0% | 20,984 | $1.7M |
| Level Four Advisory Services, LLC | 0.09% | No change | 23,365 | $1.7M |
| Faithward Advisors, LLC | 0.31% | New | 20,625 | $1.7M |
| Boltwood Capital Management | 0.52% | Add +0.6% | 20,430 | $1.7M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -64.4% | 20,423 | $1.7M |
| Avitas Wealth Management LLC | 0.25% | Reduce -2.1% | 20,361 | $1.7M |
| Associated Banc-Corp | 0.05% | Reduce -4.7% | 20,311 | $1.7M |
| Private Trust Co. NA | 0.18% | Add +19.2% | 20,160 | $1.6M |
| Sowell Financial Services LLC | 0.08% | Add +50.3% | 20,085 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -99.3% | 19,794 | $1.6M |
| Cornerstone National Bank & Trust Co | 0.81% | Reduce -1.7% | 19,625 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +1.8% | 19,537 | $1.6M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -3.6% | 19,483 | $1.6M |
| Country Trust Bank | 0.04% | Add +6.6% | 19,384 | $1.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.65% | Add +11.0% | 19,353 | $1.6M |
| Sigma Investment Counselors Inc. | 0.10% | Reduce -2.8% | 19,324 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -91.1% | 19,318 | $1.6M |
| DRW Securities, LLC | 0.09% | Reduce -76.4% | 19,219 | $1.6M |
| Alpine Global Management, LLC | 0.36% | New | 18,803 | $1.5M |
| Rovin Capital /Ut/ | 0.63% | Add +3.8% | 18,727 | $1.5M |
| SMART Wealth LLC | 0.69% | New | 18,722 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +28.5% | 18,253 | $1.5M |
| Matrix Trust Co | 0.33% | New | 18,087 | $1.5M |
| Symmetry Partners, LLC | 0.12% | Reduce -95.0% | 18,001 | $1.5M |
| Engineers Gate Manager LP | 0.04% | Add +87.1% | 17,963 | $1.5M |
| Redwood Financial Network Corp | 1.27% | Add +12.3% | 17,857 | $1.5M |
| Laurel Wealth Advisors LLC | 0.25% | Add +8.2% | 17,717 | $1.4M |
| Glenview Trust Co | 0.03% | Reduce -3.0% | 17,669 | $1.4M |
| Hyman Charles D | 0.08% | No change | 17,613 | $1.4M |
| Whittier Trust Co. | 0.02% | Add +4.5% | 17,574 | $1.4M |
| Simplicity Wealth,LLC | 0.03% | Add +82.4% | 17,244 | $1.4M |
| Guardian Asset Advisors, LLC | 1.17% | Add +10.5% | 17,229 | $1.4M |
| Lloyd Advisory Services, LLC. | 0.30% | New | 27,030 | $1.4M |
| Csenge Advisory Group | 0.08% | Add +27.7% | 17,056 | $1.4M |
| Peoples Financial Services Corp. | 0.60% | Reduce -4.0% | 17,013 | $1.4M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.9% | 16,984 | $1.4M |
| Advisory Resource Group | 0.32% | Add +11.2% | 16,917 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +37.5% | 16,786 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Reduce -1.9% | 16,800 | $1.4M |
| Walleye Trading LLC | 0.02% | New | 16,663 | $1.4M |
| Coppell Advisory Solutions Corp. | 0.25% | — | 16,542 | $1.4M |
| Colony Family Offices, LLC | 0.43% | No change | 16,384 | $1.3M |
| Visionary Wealth Advisors | 0.09% | Add +367.1% | 16,325 | $1.3M |
| Strategic Financial Concepts, LLC | 0.32% | New | 16,275 | $1.3M |
| Donald L. Hagan, LLC | 0.70% | Reduce -35.4% | 16,195 | $1.3M |
| Nvwm, LLC | 0.36% | Add +1926.2% | 16,007 | $1.3M |
| Okabena Investment Services Inc. | 0.43% | No change | 15,916 | $1.3M |
| Avior Wealth Management, LLC | 0.06% | Add +120923.1% | 15,733 | $1.3M |
| City Center Advisors, LLC | 1.49% | — | 15,514 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +29.0% | 15,456 | $1.3M |
| Oak Family Advisors, LLC | 0.48% | Reduce -64.2% | 15,203 | $1.2M |
| LVZ, Inc. | 0.17% | New | 15,053 | $1.2M |
| Signet Financial Management, LLC | 0.17% | Reduce -21.9% | 15,036 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Add +13.5% | 14,982 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -31.1% | 14,939 | $1.2M |
| Fort Point Capital Partners LLC | 0.16% | Reduce -6.0% | 14,842 | $1.2M |
| Haverford Trust Co | 0.01% | No change | 14,697 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +16.1% | 14,675 | $1.2M |
| Fsa Wealth Partners, Inc. | 0.30% | New | 14,584 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +7.0% | 14,581 | $1.2M |
| Howard Capital Management, LLC | 0.13% | Add +1.9% | 14,399 | $1.2M |
| Mirador Capital Partners LP | 0.22% | Add +0.7% | 14,288 | $1.2M |
| 9258 Wealth Management, LLC | 0.18% | Reduce -3.7% | 14,192 | $1.2M |
| AMG National Trust Bank | 0.03% | No change | 14,119 | $1.2M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -47.3% | 14,109 | $1.2M |
| A. D. Beadell Investment Counsel, Inc. | 0.99% | No change | 13,859 | $1.1M |
| Plimoth Trust Co. LLC | 0.30% | Reduce -2.5% | 13,844 | $1.1M |
| Buckingham Capital Management, Inc. | 0.14% | Reduce -1.4% | 13,806 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -8.8% | 13,780 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +6.6% | 13,658 | $1.1M |
| Keybank National Association | 0.00% | Reduce -0.5% | 13,656 | $1.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -8.7% | 13,505 | $1.1M |
| Marcum Wealth, LLC | 0.11% | Reduce -3.9% | 13,489 | $1.1M |
| Point Windward Advisors Inc. | 0.46% | Add +49.5% | 13,452 | $1.1M |
| Contravisory Investment Management, Inc. | 0.24% | Add +9.2% | 13,349 | $1.1M |
| Elevated Capital Advisors, LLC | 0.31% | Reduce -0.8% | 13,290 | $1.1M |
| Fiduciary Group, LLC | 0.12% | Add +6.7% | 13,191 | $1.1M |
| RiverGlades Family Offices LLC | 0.86% | Reduce -9.9% | 13,189 | $1.1M |
| Horizon Financial Services, LLC | 0.69% | Reduce -11.4% | 13,175 | $1.1M |
| Tactive Advisors, LLC | 0.57% | New | 13,137 | $1.1M |
| Belpointe Asset Management LLC | 0.08% | Reduce -73.1% | 13,121 | $1.1M |
| CPR Investments Inc. | 0.81% | New | 13,077 | $1.1M |
| Richard W. Paul & Associates, LLC | 0.42% | Reduce -8.5% | 12,811 | $1.0M |
| Ascent Group, LLC | 0.09% | Reduce -2.9% | 12,731 | $1.0M |
| Appleton Partners Inc. | 0.08% | Add +2.7% | 12,686 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.39% | Reduce -3.1% | 12,625 | $1.0M |
| Bailard, Inc. | 0.03% | Reduce -6.7% | 12,573 | $1.0M |
| Fulcrum Equity Management | 1.21% | Reduce -36.2% | 12,551 | $1.0M |
| Dearborn Partners LLC | 0.04% | Add +23.5% | 12,369 | $1.0M |
| Flagstar Securities, Inc. | 0.28% | Add +30.5% | 12,235 | $999K |
| Cladis Investment Advisory, LLC | 0.73% | No change | 12,115 | $989K |
| Ifrah Financial Services, Inc. | 0.27% | Reduce -1.9% | 11,816 | $965K |
| QRG Capital Management, Inc. | 0.01% | Reduce -2.6% | 11,801 | $964K |
| Laidlaw Wealth Management LLC | 0.53% | Reduce -16.0% | 11,733 | $958K |
| Richardson Financial Services Inc. | 0.67% | Reduce -7.4% | 11,675 | $953K |
| Prospera Financial Services Inc | 0.03% | Add +6.8% | 11,652 | $952K |
| Hoylecohen, LLC | 0.07% | Add +4.3% | 11,358 | $927K |
| Ingalls & Snyder LLC | 0.04% | Reduce -0.4% | 11,322 | $925K |
| Act Two Investors LLC | 0.18% | Reduce -18.4% | 11,210 | $915K |
| Apollon Wealth Management, LLC | 0.03% | New | 11,164 | $912K |
| Prelude Capital Management, LLC | 0.06% | New | 11,100 | $906K |
| Ridgepath Capital Management LLC | 1.02% | New | 11,073 | $904K |
| Black Maple Capital Management LP | 0.60% | No change | 11,070 | $904K |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +2.7% | 10,918 | $892K |
| Girard Partners LTD. | 0.08% | Reduce -23.2% | 10,789 | $881K |
| KWB Wealth | 0.12% | Add +5.8% | 10,767 | $879K |
| CENTRAL TRUST Co | 0.02% | Reduce -3.6% | 10,758 | $878K |
| ARS Investment Partners, LLC | 0.09% | Reduce -4.5% | 10,755 | $878K |
| Pine Valley Investments Ltd Liability Co | 0.07% | Reduce -0.2% | 10,695 | $873K |
| CX Institutional | 0.04% | Reduce -86.8% | 10,667 | $871K |
| SVB Wealth LLC | 0.02% | Reduce -26.2% | 10,657 | $870K |
| Jacobi Capital Management LLC | 0.08% | Reduce -4.7% | 10,568 | $863K |
| Proffitt & Goodson Inc. | 0.15% | Reduce -2.9% | 10,482 | $856K |
| Farmers National Bank | 0.26% | Reduce -2.9% | 10,469 | $855K |
| Rothschild Wealth LLC | 0.30% | — | 10,462 | $854K |
| Phillips Wealth Planners LLC | 0.98% | Reduce -5.3% | 10,668 | $854K |
| Lionsbridge Wealth Management LLC | 0.66% | New | 10,386 | $848K |
| Kornitzer Capital Management Inc. | 0.02% | New | 10,250 | $837K |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.0% | 10,241 | $836K |
| Mma Asset Management LLC | 0.39% | Add +15.5% | 10,245 | $833K |
| Global Endowment Management, LP | 0.09% | No change | 10,000 | $817K |
| Mendel Capital Management LLC | 0.54% | Add +7.0% | 9,946 | $812K |
| Glenmede Trust Co. NA | 0.00% | Reduce -27.1% | 9,415 | $769K |
| Brendel Financial Advisors LLC | 0.87% | Reduce -8.7% | 9,297 | $759K |
| Wedmont Private Capital | 0.06% | Add +1.2% | 9,181 | $759K |
| Waycross Investment Management Co | 0.70% | New | 9,244 | $755K |
| Waterway Wealth Management, LLC | 0.33% | Add +14.9% | 9,193 | $751K |
| SP Asset Management LLC | 0.07% | Add +0.2% | 9,169 | $749K |
| WT Wealth Management | 0.27% | Reduce -3.6% | 9,153 | $747K |
| Spirepoint Private Client, LLC | 0.11% | — | 9,139 | $746K |
| Hilltop Holdings Inc. | 0.08% | Reduce -28.3% | 9,045 | $739K |
| Patten Group, Inc. | 0.18% | Add +36.1% | 8,994 | $734K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -19.1% | 8,914 | $728K |
| Encompass More Asset Management | 0.60% | Reduce -24.1% | 8,898 | $727K |
| Whalerock Point Partners, LLC | 0.20% | No change | 8,707 | $711K |
| Mizuho Markets Americas LLC | 0.02% | New | 8,699 | $710K |
| PFG Investments, LLC | 0.04% | Add +49.8% | 8,690 | $710K |
| WINTON GROUP Ltd | 0.05% | Reduce -99.3% | 8,649 | $706K |
| Global Financial Private Client, LLC | 0.30% | Add +6.8% | 8,501 | $700K |
| Valeo Financial Advisors, LLC | 0.02% | Add +21.4% | 8,581 | $694K |
| KKM Financial LLC | 0.34% | Add +118.0% | 8,437 | $689K |
| Centiva Capital, LP | 0.04% | Reduce -71.3% | 8,390 | $685K |
| Rockingstone Advisors LLC | 0.35% | Reduce -2.0% | 8,385 | $685K |
| Wedbush Securities Inc. | 0.03% | Add +7.2% | 8,307 | $678K |
| First National Bank of Hutchinson | 0.45% | No change | 8,280 | $676K |
| First United Bank & Trust | 0.25% | Reduce -11.9% | 8,260 | $675K |
| D.B. Root & Company, LLC | 0.23% | New | 8,248 | $674K |
| Meridian Investment Counsel Inc. | 0.22% | Reduce -4.1% | 8,185 | $668K |
| Florida Financial Advisors, LLC | 0.49% | Add +55.0% | 8,125 | $664K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +24.1% | 8,036 | $656K |
| Pettyjohn, Wood & White, Inc. | 0.13% | Add +6.4% | 7,999 | $653K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -19.0% | 7,913 | $653K |
| Regions Financial Corp. | 0.00% | Reduce -4.5% | 7,921 | $647K |
| Granite Bay Wealth Management, LLC | 0.37% | Reduce -97.4% | 7,876 | $643K |
| Loudon Investment Management, LLC | 0.37% | No change | 7,830 | $639K |
| Focus Financial Network, Inc. | 0.03% | — | 7,878 | $633K |
| Magnolia Capital Management Ltd. | 0.53% | Add +32.4% | 7,664 | $626K |
| Burford Brothers, Inc. | 0.41% | Reduce -6.5% | 7,655 | $625K |
| Blackston Financial Advisory Group, LLC | 0.41% | Reduce -30.2% | 7,626 | $623K |
| Arrow Financial Corp | 0.06% | No change | 7,465 | $610K |
| Ironwood Investment Counsel, LLC | 0.11% | Reduce -6.6% | 7,460 | $609K |
| RMR Wealth Builders | 0.07% | Add +16.4% | 7,450 | $608K |
| jvl associates llc | 0.25% | No change | 7,418 | $606K |
| Triumph Capital Management | 0.24% | New | 7,299 | $601K |
| Gateway Wealth Partners, LLC | 0.21% | Add +80.4% | 7,319 | $598K |
| Abbrea Capital, LLC | 0.08% | No change | 7,310 | $597K |
| Wealthfront Advisers LLC | 0.00% | Add +5.1% | 7,188 | $587K |
| Fragasso Financial Advisors Inc | 0.05% | Reduce -9.3% | 7,161 | $585K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -41.0% | 7,153 | $584K |
| D.A. Davidson & Co. | 0.01% | New | 7,111 | $581K |
| Ally Invest Advisors Inc. | 0.06% | Add +23.0% | 7,099 | $580K |
| First Business Financial Services, Inc. | 0.06% | No change | 7,057 | $576K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -24.2% | 7,050 | $576K |
| Kaizen Financial Strategies | 0.39% | Add +0.0% | 7,042 | $575K |
| Fulton Bank, N.A. | 0.02% | Reduce -23.7% | 6,960 | $568K |
| Argent Trust Co | 0.03% | No change | 6,938 | $567K |
| Capital Investment Counsel, LLC | 0.12% | Add +15.3% | 6,883 | $562K |
| Bulltick Wealth Management, LLC | 0.12% | Reduce -28.8% | 6,851 | $559K |
| Capital Management Associates | 0.66% | Add +7.3% | 6,830 | $558K |
| Hudson Value Partners, LLC | 0.24% | New | 6,778 | $553K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.7% | 6,738 | $550K |
| Dynamic Wealth Strategies, LLC | 0.47% | Reduce -0.1% | 6,739 | $550K |
| BNC Wealth Management, LLC | 0.23% | Reduce -22.4% | 6,641 | $542K |
| Busey Bank | 0.02% | No change | 6,594 | $538K |
| InTrack Investment Management Inc | 0.40% | Add +39.3% | 6,542 | $534K |
| Fiducient Advisors LLC | 0.10% | No change | 6,479 | $529K |
| Greystone Financial Group, LLC | 0.10% | New | 6,441 | $526K |
| Advisor Resource Council | 0.22% | Reduce -91.3% | 7,220 | $525K |
| Magnolia Capital Advisors LLC | 0.44% | Add +44.5% | 6,590 | $524K |
| Adirondack Trust Co. | 0.22% | Add +7.3% | 6,374 | $520K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.2% | 6,366 | $520K |
| Imprint Wealth LLC | 0.12% | Add +6.8% | 6,136 | $505K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -15.2% | 6,052 | $494K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -4.7% | 6,039 | $493K |
| MMBG Investment Advisors Co. | 0.05% | No change | 6,030 | $492K |
| Hexagon Capital Partners LLC | 0.11% | Reduce -0.8% | 6,028 | $492K |
| Elm Partners Management LLC | 0.04% | Add +45.3% | 6,016 | $491K |
| Pure Financial Advisors, LLC | 0.02% | Add +28.9% | 5,993 | $489K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -0.9% | 5,915 | $483K |
| MKT Advisors LLC | 0.26% | No change | 5,890 | $483K |
| Diversify Advisory Services, LLC | 0.03% | — | 5,835 | $480K |
| Financial Advocates Investment Management | 0.03% | Add +36.5% | 5,829 | $476K |
| Rollins Financial Advisors, LLC | 0.09% | Add +1.8% | 5,804 | $474K |
| Charter Oak Capital Management, LLC | 0.05% | No change | 5,792 | $473K |
| Hardy Reed LLC | 0.06% | No change | 5,659 | $462K |
| Portfolio Strategies, Inc. | 0.03% | New | 5,659 | $462K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +1.8% | 5,655 | $462K |
| IFP Advisors, Inc | 0.02% | Reduce -28.2% | 5,651 | $462K |
| Composition Wealth, LLC | 0.01% | Reduce -4.5% | 5,643 | $461K |
| United Bank | 0.23% | Reduce -15.1% | 5,591 | $457K |
| Blue Chip Partners, LLC | 0.04% | Reduce -1.4% | 5,532 | $452K |
| Rockland Trust Co. | 0.02% | Reduce -5.6% | 5,517 | $451K |
| Peak Financial Advisors LLC | 0.27% | Reduce -65.5% | 5,488 | $448K |
| Beacon Financial Advisory LLC | 0.22% | Add +17.9% | 5,440 | $444K |
| Financial Counselors Inc. | 0.01% | Add +6.1% | 5,407 | $442K |
| Grassi Investment Management | 0.04% | Add +5.9% | 5,326 | $435K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,301 | $433K |
| Americana Partners, LLC | 0.04% | Add +15.3% | 5,240 | $428K |
| Maven Securities LTD | 0.03% | New | 5,193 | $424K |
| Caldwell Trust Co | 0.05% | Add +0.7% | 5,179 | $423K |
| Choate Investment Advisors | 0.01% | No change | 5,177 | $423K |
| Xcel Wealth Management, LLC | 0.13% | Add +1.2% | 5,163 | $422K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 5,163 | $422K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -16.2% | 5,153 | $421K |
| Cullen Capital Management, LLC | 0.00% | Reduce -98.5% | 5,144 | $420K |
| Lincoln National Corp. | 0.01% | Reduce -38.7% | 5,131 | $419K |
| Waverly Advisors, LLC | 0.01% | New | 5,104 | $417K |
| Manchester Capital Management LLC | 0.05% | No change | 5,100 | $416K |
| Banque Cantonale Vaudoise | 0.02% | Add +4.4% | 5,053 | $412K |
| Talisman Wealth Advisors LLC | 0.52% | Reduce -2.6% | 5,024 | $410K |
| Sather Financial Group Inc | 0.03% | No change | 5,000 | $408K |
| Geneos Wealth Management Inc. | 0.02% | Add +253.7% | 4,976 | $406K |
| Empirical Asset Management, LLC | 0.20% | Add +2.4% | 4,966 | $406K |
| Coldstream Capital Management Inc. | 0.01% | New | 4,915 | $401K |
| Scotia Capital Inc. | 0.00% | Reduce -49.8% | 4,882 | $399K |
| Monetary Management Group Inc. | 0.11% | No change | 4,850 | $396K |
| Alpine Woods Capital Investors, LLC | 0.08% | No change | 5,000 | $389K |
| AMJ Financial Wealth Management | 0.13% | Add +3.8% | 4,759 | $389K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +12.1% | 4,750 | $388K |
| Verus Capital Partners, LLC | 0.04% | Add +63.6% | 4,723 | $386K |
| Whalen Wealth Management Inc. | 0.28% | Add +16.7% | 4,687 | $383K |
| Clarius Group, LLC | 0.03% | No change | 4,672 | $382K |
| Commerce Bank | 0.00% | Add +10.7% | 4,645 | $379K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -6.3% | 4,619 | $377K |
| Elevatus Welath Management | 0.15% | Add +0.0% | 4,608 | $376K |
| Institute for Wealth Management, LLC. | 0.05% | Add +20.1% | 4,553 | $372K |
| Camelot Technology Advisors, Inc. | 0.34% | Reduce -7.6% | 4,531 | $370K |
| Montag A & Associates Inc. | 0.02% | No change | 4,529 | $370K |
| Trust Point Inc. | 0.03% | No change | 4,524 | $369K |
| Trilogy Capital Inc. | 0.02% | New | 4,472 | $365K |
| MWA Asset Management | 0.26% | Reduce -1.6% | 4,449 | $363K |
| Enterprise Bank & Trust Co | 0.12% | No change | 4,440 | $363K |
| Source Financial Advisors LLC | 0.11% | Reduce -40.9% | 4,423 | $361K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.6% | 4,423 | $361K |
| 3EDGE Asset Management, LP | 0.03% | New | 4,402 | $359K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Reduce -4.3% | 4,884 | $355K |
| Second Half Financial Partners, LLC | 0.16% | New | 4,277 | $349K |
| ICA Group Wealth Management, LLC | 0.07% | Add +26.6% | 4,271 | $349K |
| Cambridge Trust Co. | 0.01% | Reduce -40.0% | 4,253 | $347K |
| Blue Fin Capital, Inc. | 0.08% | Add +0.2% | 4,229 | $345K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 4,223 | $345K |
| Mgo One Seven LLC | 0.02% | Reduce -2.4% | 4,191 | $342K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -1.2% | 4,166 | $340K |
| Swmg, LLC | 0.15% | Reduce -1.6% | 4,152 | $339K |
| All Season Financial Advisors, Inc. | 0.28% | Reduce -10.4% | 4,150 | $339K |
| Mystic Asset Management, Inc. | 0.14% | No change | 4,150 | $339K |
| Harvey Capital Management Inc. | 0.10% | No change | 4,115 | $336K |
| Global Trust Asset Management, LLC | 0.14% | Add +213.7% | 4,110 | $336K |
| Brown Brothers Harriman & Co. | 0.00% | Add +175.9% | 4,070 | $332K |
| TNF LLC | 0.13% | Add +29.1% | 4,095 | $331K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -15.3% | 4,053 | $331K |
| Access Financial Services, Inc. | 0.15% | Add +1.5% | 4,038 | $330K |
| Garrett Wealth Advisory Group, LLC | 0.13% | No change | 4,029 | $329K |
| St Germain D J Co. Inc. | 0.02% | Reduce -50.1% | 4,011 | $328K |
| Synovus Financial Corp. | 0.00% | Reduce -3.6% | 4,007 | $327K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -15.6% | 4,004 | $327K |
| SkyOak Wealth, LLC | 0.08% | Reduce -3.7% | 4,002 | $327K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +19.1% | 3,969 | $324K |
| Arlington Capital Management, Inc. | 0.27% | New | 3,947 | $322K |
| OneAscent Financial Services LLC | 0.04% | Reduce -12.1% | 3,930 | $321K |
| National Wealth Management Group, LLC | 0.25% | Reduce -13.5% | 3,916 | $320K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 3,880 | $317K |
| Chilton Capital Management LLC | 0.01% | Add +0.2% | 3,879 | $317K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.2% | 3,871 | $316K |
| Kessler Investment Group, LLC | 0.19% | Reduce -70.9% | 3,829 | $313K |
| Keel Point, LLC | 0.03% | New | 3,823 | $312K |
| Seven Springs Wealth Group, LLC | 0.12% | No change | 3,813 | $311K |
| Councilmark Asset Management, LLC | 0.22% | — | 3,800 | $310K |
| Sterling Investment Management, LLC | 0.22% | Reduce -8.8% | 3,796 | $310K |
| SOL Capital Management CO | 0.04% | No change | 3,780 | $309K |
| Flputnam Investment Management Co. | 0.01% | Reduce -13.4% | 3,758 | $307K |
| L & S Advisors Inc | 0.04% | Reduce -2.3% | 3,729 | $305K |
| Carmichael Hill & Associates, Inc. | 0.13% | Reduce -0.3% | 3,726 | $304K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | New | 3,720 | $304K |
| Capital CS Group, LLC | 0.30% | Reduce -13.2% | 3,649 | $298K |
| BLB&B Advisors, LLC | 0.02% | No change | 3,585 | $293K |
| Prostatis Group LLC | 0.11% | Add +21.6% | 3,572 | $292K |
| Pachira Investments Inc. | 0.24% | New | 3,554 | $290K |
| Lebenthal Global Advisors, LLC | 0.06% | No change | 3,515 | $287K |
| Empower Advisory Group, LLC | 0.00% | Reduce -19.2% | 3,505 | $286K |
| Wintrust Investments LLC | 0.03% | New | 3,500 | $286K |
| Sage Capital Advisors,llc | 0.08% | No change | 3,498 | $286K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | — | 3,476 | $284K |
| Means Investment Co., Inc. | 0.04% | Reduce -23.9% | 3,462 | $283K |
| One Day In July LLC | 0.04% | Add +1.7% | 3,421 | $279K |
| Viawealth, LLC | 0.17% | No change | 3,409 | $278K |
| Signaturefd, LLC | 0.01% | Add +3.3% | 3,403 | $278K |
| Larson Financial Group LLC | 0.02% | Add +1.1% | 3,371 | $275K |
| Van Leeuwen & Company, LLC | 0.14% | No change | 3,345 | $273K |
| Moors & Cabot, Inc. | 0.01% | New | 3,333 | $272K |
| Stonebrook Private Inc. | 0.08% | Reduce -22.3% | 3,310 | $270K |
| Brown Advisory Inc. | 0.00% | New | 3,260 | $266K |
| Legacy Private Trust Co. | 0.02% | Reduce -3.1% | 3,252 | $266K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -1.8% | 3,251 | $265K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -4.1% | 3,206 | $262K |
| Midwest Financial Group LLC | 0.18% | Add +0.1% | 3,197 | $261K |
| Colonial River Investments, LLC | 0.15% | Reduce -3.4% | 3,176 | $259K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,171 | $259K |
| Constitution Capital LLC | 0.14% | Add +3.3% | 3,118 | $255K |
| Brady Family Wealth, LLC | 0.08% | No change | 3,104 | $253K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,097 | $253K |
| Ieq Capital, LLC | 0.00% | New | 3,079 | $251K |
| Cypress Capital, LLC | 0.07% | Reduce -31.9% | 3,076 | $251K |
| McAdam, LLC | 0.02% | Add +0.2% | 3,033 | $248K |
| Quadrant Private Wealth Management, LLC | 0.06% | No change | 3,011 | $246K |
| Parallel Advisors, LLC | 0.01% | Add +17.5% | 3,003 | $245K |
| First Wilshire Securities Management Inc. | 0.07% | No change | 3,000 | $245K |
| Montecito Bank & Trust | 0.05% | No change | 2,998 | $245K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,974 | $243K |
| Abbot Financial Management, Inc. | 0.13% | Reduce -1.7% | 2,950 | $241K |
| First PREMIER Bank | 0.06% | Reduce -0.3% | 2,949 | $240K |
| Narus Financial Partners, LLC | 0.10% | New | 2,926 | $239K |
| Thompson Davis & Co., Inc. | 0.16% | New | 2,911 | $238K |
| Coordinated Financial Services, Inc. | 0.21% | — | 2,886 | $236K |
| Curtis Advisory Group, LLC | 0.09% | Add +1.9% | 2,885 | $236K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,878 | $235K |
| Signature Wealth Management Partners, LLC | 0.19% | No change | 2,863 | $234K |
| Goodman Advisory Group, LLC | 0.07% | Add +1.0% | 2,861 | $234K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -9.5% | 2,859 | $233K |
| VanderPol Investments L.L.C. | 0.67% | Reduce -15.3% | 2,849 | $233K |
| NBT Bank, N.A. | 0.02% | No change | 2,848 | $233K |
| First International Bank & Trust | 0.08% | No change | 2,845 | $232K |
| Juncture Wealth Strategies, LLC | 0.10% | New | 2,835 | $232K |
| CRA Financial Services, LLC | 0.05% | Add +2.5% | 2,833 | $231K |
| Kraft, Davis & Associates, LLC | 0.07% | Reduce -7.9% | 2,826 | $231K |
| Bank of New Hampshire | 0.06% | Reduce -7.7% | 2,821 | $230K |
| Wealth Effects LLC | 0.08% | Reduce -36.5% | 2,817 | $230K |
| UMB Bank, n.a. | 0.00% | No change | 2,816 | $230K |
| Watts Gwilliam & Co., LLC | 0.07% | — | 2,797 | $229K |
| Raffa Wealth Management, LLC | 0.07% | No change | 2,805 | $229K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -43.8% | 2,795 | $228K |
| Parker Investment Management, LLC | 0.04% | New | 2,782 | $227K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 2,743 | $224K |
| Accel Wealth Management | 0.10% | New | 2,743 | $224K |
| Smith Anglin Financial, LLC | 0.02% | Reduce -18.0% | 2,742 | $224K |
| Debussy Capital Management LP | 0.07% | New | 2,732 | $223K |
| Duncker Streett & Co. Inc. | 0.04% | Add +3.8% | 2,720 | $222K |
| Private Client Services, LLC | 0.15% | New | 2,707 | $221K |
| Mission Wealth Management, LP | 0.01% | New | 2,699 | $220K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.3% | 2,678 | $219K |
| W.H. Cornerstone Investments Inc. | 0.16% | New | 2,668 | $218K |
| JPL Wealth Management, LLC | 0.12% | New | 2,668 | $218K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 2,666 | $218K |
| Centennial Wealth Advisory LLC | 0.10% | New | 2,659 | $217K |
| SC&H Financial Advisors, Inc. | 0.06% | New | 2,640 | $216K |
| New Century Financial Group, LLC | 0.15% | New | 2,619 | $214K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,578 | $211K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -85.9% | 2,572 | $210K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 2,557 | $209K |
| Waldron Private Wealth LLC | 0.01% | New | 2,550 | $208K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 2,536 | $207K |
| Vista Investment Management | 0.08% | New | 2,526 | $206K |
| Alpha Cubed Investments, LLC | 0.01% | New | 2,525 | $206K |
| Aptus Capital Advisors, LLC | 0.00% | Add +310.9% | 2,523 | $206K |
| Pinnacle Financial Partners Inc | 0.00% | New | 2,512 | $205K |
| Secure Asset Management, LLC | 0.05% | Reduce -10.4% | 2,511 | $205K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -18.8% | 2,482 | $204K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -9.8% | 2,500 | $204K |
| Lake Street Private Wealth, LLC | 0.03% | New | 2,496 | $204K |
| International Assets Investment Management, LLC | 0.02% | New | 2,466 | $203K |
| Ironwood Financial, llc | 0.05% | New | 2,473 | $202K |
| Obsidian Personal Planning Solutions LLC | 0.13% | Reduce -24.2% | 2,584 | $201K |
| Certuity, LLC | 0.02% | New | 2,456 | $201K |
| AlphaCore Capital LLC | 0.05% | Add +0.6% | 2,206 | $180K |
| Byrne Asset Management LLC | 0.14% | Add +7.4% | 2,189 | $179K |
| Addison Advisors LLC | 0.06% | No change | 2,175 | $178K |
| Wetzel Investment Advisors, Inc. | 0.10% | Add +1.3% | 2,210 | $178K |
| Creative Financial Designs Inc. | 0.02% | Add +346.6% | 2,117 | $173K |
| Colonial Trust Advisors | 0.02% | No change | 2,110 | $172K |
| Tyler-Stone Wealth Management | 0.08% | No change | 2,096 | $171K |
| Lanark Financial, Inc. | 0.02% | Reduce -21.5% | 2,098 | $171K |
| Vestor Capital, LLC | 0.01% | Add +3.8% | 2,031 | $166K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | Reduce -96.3% | 2,010 | $164K |
| Mitchell Sinkler & Starr | 0.04% | Reduce -68.3% | 1,950 | $159K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -2.9% | 1,930 | $159K |
| Atticus Wealth Management, LLC | 0.05% | Reduce -70.3% | 1,893 | $155K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 1,862 | $152K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | No change | 1,800 | $147K |
| Credit Agricole S A | 0.00% | Reduce -42.6% | 1,799 | $145K |
| Scarborough Advisors, LLC | 0.07% | Reduce -24.5% | 1,762 | $144K |
| Founders Financial Alliance, LLC | 0.04% | Add +3.6% | 1,728 | $141K |
| Activest Wealth Management | 0.06% | Add +46.4% | 1,524 | $124K |
| Operose Advisors LLC | 0.04% | New | 1,500 | $122K |
| Tortoise Investment Management, LLC | 0.01% | New | 1,474 | $120K |
| MV Capital Management, Inc. | 0.01% | No change | 1,386 | $113K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +20.5% | 1,364 | $111K |
| Ogorek Anthony Joseph /NY/ | 0.04% | Add +99.7% | 1,328 | $108K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,303 | $106K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,258 | $103K |
| CVA Family Office, LLC | 0.02% | Add +0.3% | 1,207 | $99K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,205 | $98K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +99.7% | 1,202 | $98K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +50.7% | 1,198 | $98K |
| Bangor Savings Bank | 0.01% | No change | 1,100 | $90K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 1,096 | $89K |
| JFS Wealth Advisors, LLC | 0.01% | Add +679.9% | 1,045 | $85K |
| Winch Advisory Services, LLC | 0.03% | Add +0.3% | 1,044 | $85K |
| Continuum Advisory, LLC | 0.01% | New | 1,041 | $85K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +197.7% | 1,039 | $85K |
| Clearstead Advisors, LLC | 0.00% | Reduce -8.0% | 1,029 | $84K |
| Avion Wealth | 0.02% | No change | 986 | $81K |
| Investors Research Corp | 0.02% | No change | 951 | $78K |
| SYM FINANCIAL Corp | 0.01% | No change | 908 | $74K |
| NFSG Corp | 0.03% | Reduce -40.5% | 902 | $74K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 900 | $73K |
| Franklin Resources Inc. | 0.00% | No change | 882 | $72K |
| Norwood Financial Corp | 0.10% | No change | 815 | $67K |
| Paladin Advisory Group, LLC | 0.05% | No change | 807 | $66K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 801 | $65K |
| First Community Trust NA | 0.06% | Add +782.2% | 794 | $65K |
| Cornerstone Planning Group LLC | 0.02% | Add +9.1% | 802 | $64K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -59.5% | 787 | $64K |
| Centennial Bank | 0.03% | Add +36.0% | 778 | $64K |
| Y.D. More Investments Ltd | 0.01% | No change | 730 | $60K |
| Optiver Holding B.V. | 0.00% | Reduce -82.0% | 717 | $59K |
| Provident Wealth Management, LLC | 0.02% | New | 711 | $58K |
| Blue Trust, Inc. | 0.00% | Add +5269.2% | 698 | $57K |
| Jones Financial Companies LLLP | 0.00% | Add +42.7% | 668 | $55K |
| First Manhattan Co. Llc. | 0.00% | Reduce -34.6% | 634 | $52K |
| Independence Bank of Kentucky | 0.01% | Add +427.0% | 606 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.8% | 605 | $49K |
| Integrity Financial Corp | 0.03% | Reduce -9.9% | 543 | $44K |
| Principal Securities, Inc. | 0.00% | Reduce -2.6% | 516 | $42K |
| Financial Management Professionals, Inc. | 0.01% | New | 510 | $42K |
| United Community Bank | 0.02% | Reduce -74.6% | 509 | $42K |
| West Branch Capital LLC | 0.02% | No change | 499 | $41K |
| SageView Advisory Group, LLC | 0.00% | Add +74.2% | 10,000 | $39K |
| M&R Capital Management Inc. | 0.01% | No change | 475 | $39K |
| Truvestments Capital LLC | 0.01% | Add +0.2% | 472 | $39K |
| WR Wealth Planners, LLC | 0.01% | New | 457 | $37K |
| Private Ocean, LLC | 0.00% | No change | 453 | $37K |
| Russell Investments Group, Ltd. | 0.00% | New | 447 | $37K |
| Sage Mountain Advisors LLC | 0.00% | New | 443 | $36K |
| Register Financial Advisors LLC | 0.02% | No change | 437 | $36K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -9.9% | 383 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -2.0% | 382 | $31K |
| Deutsche Bank AG | 0.00% | No change | 379 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 371 | $30K |
| Allworth Financial LP | 0.00% | Add +13.7% | 365 | $30K |
| Westside Investment Management, Inc. | 0.01% | No change | 356 | $29K |
| Castleview Partners, LLC | 0.02% | No change | 357 | $29K |
| Capital Analysts, LLC | 0.00% | Reduce -56.5% | 346 | $28K |
| Rice Partnership, LLC | 0.01% | No change | 319 | $26K |
| Acima Private Wealth, LLC | 0.01% | No change | 308 | $25K |
| Angeles Wealth Management, LLC | 0.00% | No change | 308 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 295 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 288 | $24K |
| Concord Wealth Partners | 0.00% | No change | 288 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 311 | $23K |
| Missouri Trust & Investment Co | 0.01% | Reduce -8.3% | 275 | $22K |
| Red Tortoise LLC | 0.01% | New | 272 | $22K |
| Private Capital Management LLC | 0.00% | No change | 269 | $22K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -51.7% | 266 | $22K |
| Bessemer Group Inc. | 0.00% | No change | 261 | $21K |
| Salem Investment Counselors Inc. | 0.00% | Add +44.7% | 246 | $20K |
| Solstein Capital, LLC | 0.01% | No change | 243 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Add +191.3% | 233 | $19K |
| Archer Investment Corp | 0.01% | No change | 227 | $19K |
| Key Financial Inc | 0.00% | No change | 222 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | New | 220 | $18K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +369.6% | 216 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 215 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | Add +150.6% | 208 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +20.2% | 208 | $17K |
| City Holding Co. | 0.00% | Add +1900.0% | 200 | $16K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 197 | $16K |
| Pacifica Partners Inc. | 0.01% | No change | 195 | $16K |
| Palisade Asset Management, LLC | 0.00% | New | 193 | $16K |
| Pacific Center for Financial Services | 0.00% | New | 180 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 173 | $14K |
| REAP Financial Group, LLC | 0.00% | No change | 165 | $13K |
| Covestor Ltd | 0.01% | Add +37.5% | 154 | $13K |
| Highline Wealth Partners LLC | 0.01% | New | 155 | $13K |
| Retirement Group, LLC | 0.00% | No change | 150 | $12K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 143 | $12K |
| Central Pacific Bank - Trust Division | 0.00% | — | 138 | $11K |
| Community Bank, N.A. | 0.00% | No change | 139 | $11K |
| PFS Partners, LLC | 0.01% | No change | 136 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 132 | $10K |
| Financial Connections Group, Inc. | 0.01% | No change | 115 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 122 | $10K |
| Glassman Wealth Services | 0.00% | Add +69.6% | 117 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 115 | $9K |
| SouthState Bank Corp | 0.00% | No change | 115 | $9K |
| Valley National Advisers Inc. | 0.00% | Reduce -48.5% | 119 | $9K |
| MTM Investment Management, LLC | 0.00% | New | 108 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 103 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 102 | $8K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.0% | 102 | $8K |
| Mather Group, Llc. | 0.00% | New | 113 | $8K |
| Highlander Capital Management, LLC | 0.00% | No change | 100 | $8K |
| Cedar Wealth Management, LLC | 0.00% | No change | 100 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 100 | $8K |
| Webster Bank, N. A. | 0.00% | No change | 100 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -86.2% | 96 | $8K |
| Wellington Shields & Co., LLC | 0.00% | No change | 96 | $8K |
| Balentine LLC | 0.00% | No change | 96 | $8K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 100 | $7K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 78 | $6K |
| Toronto Dominion Bank | 0.00% | New | 78 | $6K |
| Tower View Wealth Management LLC | 0.00% | New | 67 | $5K |
| Eukles Asset Management | 0.00% | New | 67 | $5K |
| Logan Capital Management Inc. | 0.00% | No change | 66 | $5K |
| Tsfg, LLC | 0.00% | Reduce -97.3% | 61 | $5K |
| Tompkins Financial Corp. | 0.00% | New | 61 | $5K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -99.7% | 50 | $4K |
| Gold Investment Management Ltd. | 0.00% | No change | 50 | $4K |
| WealthShield Partners, LLC | 0.00% | New | 49 | $4K |
| Tidemark, LLC | 0.00% | No change | 45 | $4K |
| Abound Wealth Management | 0.00% | New | 45 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 41 | $3K |
| Caitlin John, LLC | 0.00% | No change | 35 | $3K |
| Macroview Investment Management LLC | 0.00% | No change | 34 | $3K |
| Element Wealth, LLC | 0.00% | No change | 28 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 21 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 20 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 18 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 10 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 10 | $817 |
| Aspire Private Capital, LLC | 0.00% | No change | 1 | $82 |
| Macquarie Group Ltd. | 0.00% | New | 347 | $28 |
"% of holder's portfolio" is XLC's weight in each manager's 13F, not the share of SS Comm Select Sector SPDR the manager owns.