SS Comm Select Sector SPDRXLCETF
13F holders, Q2 2024 (June 30)927holders +25
104new positions
73sold out
4famous investors
$85.66avg. 13F price*
At the end of Q2 2024, 927 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, up 25 from Q1 2024. 104 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($4.0B), Barclays PLC ($960.7M) and JPMorgan Chase & Co. ($776.9M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS Comm Select Sector SPDR
- Filed as
- SELECT SECTOR SPDR TR (Q2 2024)
- CUSIP
- 81369Y852
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $119.0M |
| Exits | 73 | $359.8M |
All 13F filers, Q1 2024 → Q2 2024: 12,495,697 shares bought and 15,729,150 shares sold, net −3,233,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 927 holders
| Bank of America Corp. | 0.38% | Reduce -0.7% | 46,246,285 | $4.0B |
| Barclays PLC | 0.44% | Add +34.5% | 11,214,998 | $960.7M |
| JPMorgan Chase & Co. | 0.07% | Add +4.7% | 9,069,846 | $776.9M |
| Wells Fargo & Company | 0.15% | Add +2.3% | 6,952,367 | $595.5M |
| Morgan Stanley | 0.04% | Add +2.5% | 6,491,654 | $556.1M |
| Envestnet Asset Management Inc. | 0.19% | Add +2.8% | 6,367,437 | $545.4M |
| CHURCHILL MANAGEMENT Corp | 5.02% | Add +0.4% | 4,973,523 | $426.0M |
| Raymond James & Associates | 0.27% | Reduce -0.3% | 4,801,046 | $411.3M |
| LPL Financial LLC | 0.19% | Add +2.8% | 4,539,752 | $388.9M |
| Janney Montgomery Scott LLC | 1.03% | Reduce -3.9% | 3,961,057 | $339.3M |
| Ameriprise Financial Inc. | 0.09% | Reduce -4.4% | 3,821,452 | $327.3M |
| Migdal Insurance & Financial Holdings Ltd. | 5.39% | Add +9.4% | 3,770,938 | $323.0M |
| Truist Financial Corp. | 0.48% | Reduce -0.4% | 3,670,210 | $314.4M |
| UBS Group AG | 0.09% | Add +0.3% | 3,434,206 | $294.2M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -3.6% | 3,383,250 | $289.8M |
| WestEnd Advisors, LLC | 7.27% | Reduce -2.3% | 3,285,265 | $281.4M |
| Main Management ETF Advisors, LLC | 12.34% | Add +2.6% | 2,884,455 | $247.1M |
| Harel Insurance Investments & Financial Services Ltd. | 3.34% | Reduce 0.0% | 2,068,295 | $177.2M |
| BlackRock Inc. | 0.00% | Reduce -30.6% | 1,676,496 | $143.6M |
| Cibc World Market Inc. | 0.35% | Add +8297.3% | 1,662,152 | $142.4M |
| Meitav Investment House Ltd. | 2.52% | Add +2.7% | 1,654,521 | $141.7M |
| Agf Management Ltd. | 0.69% | Reduce -2.7% | 1,438,225 | $123.2M |
| Royal Bank of Canada | 0.03% | Reduce -9.9% | 1,433,668 | $122.8M |
| PGIM Custom Harvest LLC | 2.61% | Add +13.8% | 1,365,867 | $117.0M |
| Fisher Asset Management | 0.04% | Reduce -70.4% | 1,049,644 | $89.9M |
| CW Advisors, LLC | 1.43% | Reduce -6.8% | 1,049,483 | $89.9M |
| Victory Capital Management Inc. | 0.09% | Add +0.6% | 1,028,935 | $88.1M |
| Main Management LLC | 7.16% | Add +3.1% | 1,010,468 | $86.6M |
| Bank of Nova Scotia | 0.17% | Add +14.0% | 1,000,000 | $85.7M |
| Stifel Financial Corp. | 0.09% | Reduce -1.6% | 898,610 | $77.0M |
| State Street Corp. | 0.00% | Reduce -66.2% | 753,484 | $64.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.89% | Add +112.4% | 738,205 | $63.2M |
| J.Safra Asset Management Corp | 6.16% | Add +2.4% | 713,077 | $61.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.0% | 711,839 | $61.0M |
| Main Management Fund Advisors LLC | 10.44% | Add +8.5% | 676,300 | $57.9M |
| Assetmark, Inc. | 0.17% | Reduce -18.0% | 649,834 | $55.7M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +47.6% | 647,810 | $55.5M |
| KCM Investment Advisors LLC | 1.99% | Add +0.9% | 641,988 | $55.0M |
| Swan Global Investments, LLC | 2.49% | Reduce -8.6% | 580,744 | $49.7M |
| Foundations Investment Advisors, LLC | 1.18% | Add +104.9% | 568,136 | $48.7M |
| Diversified, LLC | 5.38% | Add +2.8% | 534,944 | $45.8M |
| Donaldson Capital Management, LLC | 1.84% | Add +3.0% | 510,675 | $43.7M |
| Marks Wealth, LLC | 18.52% | Add +45.8% | 489,960 | $42.0M |
| BNP Paribas Financial Markets | 0.05% | Add +4588.1% | 480,111 | $41.1M |
| RiverFront Investment Group, LLC | 1.09% | Add +3.2% | 476,525 | $40.8M |
| Cetera Investment Advisers | 0.09% | Reduce -0.4% | 459,546 | $39.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.7% | 454,042 | $38.9M |
| Northern Trust Corp. | 0.01% | Add +3.5% | 431,287 | $36.9M |
| Moss Adams Wealth Advisors LLC | 4.86% | Add +9.8% | 407,725 | $34.9M |
| MML Investors Services, LLC | 0.14% | Add +0.0% | 395,036 | $33.8M |
| Citadel Advisors | 0.03% | Add +146.5% | 385,276 | $33.0M |
| Alps Advisors Inc. | 0.22% | Add +0.2% | 376,935 | $32.3M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -27.1% | 374,760 | $32.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +31.3% | 372,913 | $31.9M |
| Janney Capital Management LLC | 2.20% | Reduce -8.9% | 363,805 | $31.2M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3.64% | No change | 360,530 | $30.9M |
| Advisory Alpha, LLC | 1.17% | Add +2.9% | 345,119 | $29.6M |
| 1832 Asset Management L.P. | 0.05% | Add +1.0% | 339,332 | $29.1M |
| Kingsview Wealth Management, LLC | 0.65% | Reduce -6.9% | 319,143 | $27.3M |
| Spire Wealth Management | 0.95% | Add +0.4% | 316,249 | $27.1M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.43% | No change | 315,076 | $27.0M |
| Hilton Capital Management, LLC | 2.20% | Reduce -47.1% | 304,180 | $26.1M |
| Gerber Kawasaki Wealth & Investment Management | 1.30% | Add +7.4% | 303,902 | $26.0M |
| Oppenheimer Asset Management Inc. | 0.33% | Add +25.1% | 302,698 | $25.9M |
| Osaic Holdings, Inc. | 0.06% | Reduce -42.1% | 300,711 | $25.8M |
| AlphaStar Capital Management, LLC | 2.29% | Add +6.1% | 289,161 | $24.8M |
| Lido Advisors, LLC | 0.20% | Reduce -4.2% | 283,522 | $24.3M |
| Horizon Investments, LLC | 0.65% | Reduce -4.8% | 276,006 | $23.6M |
| Cwm, LLC | 0.11% | Add +2.9% | 270,916 | $23.2M |
| Fifth Third Bancorp | 0.09% | Reduce -6.7% | 269,267 | $23.1M |
| Citigroup Inc. | 0.02% | Add +20.1% | 244,961 | $21.0M |
| Cullen Capital Management, LLC | 0.24% | Add +4633.9% | 243,510 | $20.9M |
| Mizuho Bank, Ltd. | 4.82% | New | 237,000 | $20.3M |
| Tocqueville Asset Management L.P. | 0.33% | Reduce -0.9% | 234,063 | $20.0M |
| FIL Ltd | 0.02% | Add +65.7% | 228,743 | $19.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -7.8% | 221,205 | $18.9M |
| Qube Research & Technologies Ltd | 0.03% | New | 216,838 | $18.6M |
| Focus Partners Wealth | 0.06% | Add +387.9% | 214,381 | $18.4M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -35.5% | 211,625 | $18.1M |
| Full Sail Capital, LLC | 1.22% | Add +11.9% | 211,083 | $18.1M |
| Graypoint LLC | 1.24% | Add +2.3% | 209,474 | $17.9M |
| Peapack Gladstone Financial Corp. | 0.27% | Add +1.9% | 208,011 | $17.8M |
| Sanctuary Advisors, LLC | 0.13% | — | 217,308 | $17.4M |
| Centaurus Financial, Inc. | 1.16% | Add +17.3% | 202,933 | $17.4M |
| TCV Trust & Wealth Management, Inc. | 1.61% | Add +1.0% | 197,580 | $16.9M |
| Miller Investment Management, LP | 1.99% | Reduce -1.7% | 194,367 | $16.6M |
| Mariner, LLC | 0.03% | Reduce -1.8% | 191,725 | $16.4M |
| IMZ Advisory Inc | 8.19% | Add +2.0% | 191,487 | $16.4M |
| Asset Advisors Investment Management, LLC | 1.76% | Add +50.5% | 189,093 | $16.2M |
| Spectrum Wealth Counsel, LLC | 1.99% | Add +96.2% | 183,709 | $15.7M |
| Ayalon Insurance Comp Ltd. | 5.12% | Reduce -3.0% | 181,522 | $15.5M |
| Clarity Financial LLC | 2.29% | Reduce -10.7% | 178,041 | $15.3M |
| Symmetry Partners, LLC | 0.77% | Add +869.8% | 174,579 | $15.0M |
| Anfield Capital Management, LLC | 7.03% | Add +112.1% | 168,996 | $14.5M |
| Captrust Financial Advisors | 0.05% | Reduce -16.0% | 167,992 | $14.4M |
| Private Advisor Group, LLC | 0.10% | Reduce -26.3% | 167,935 | $14.4M |
| SG Americas Securities, LLC | 0.09% | Add +64.0% | 166,691 | $14.3M |
| Robertson Stephens Wealth Management, LLC | 0.72% | Add +69.1% | 160,915 | $13.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.14% | Reduce -5.2% | 158,850 | $13.6M |
| DAVENPORT & Co LLC | 0.09% | Reduce -2.0% | 157,903 | $13.5M |
| WBH Advisory Inc. | 1.34% | Add +2.5% | 154,002 | $13.2M |
| AE Wealth Management LLC | 0.13% | Add +19.9% | 153,862 | $13.2M |
| NewEdge Advisors, LLC | 0.10% | Add +38.0% | 153,234 | $13.1M |
| Trek Financial, LLC | 1.03% | Add +0.5% | 151,409 | $13.0M |
| Bellwether Advisors, LLC | 2.71% | Reduce -20.0% | 150,578 | $12.9M |
| Petredis Investment Advisors LLC | 1.41% | Reduce -3.3% | 147,487 | $12.6M |
| GTS Securities LLC | 0.26% | Add +427.2% | 146,824 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -21.9% | 146,797 | $12.6M |
| Tucker Asset Management LLC | 2.74% | Add +1.3% | 144,920 | $12.4M |
| Krilogy Financial LLC | 0.91% | Reduce -0.6% | 144,750 | $12.4M |
| Harbour Trust & Investment Management Co | 1.48% | Reduce -8.5% | 144,375 | $12.4M |
| Westwood Holdings Group Inc. | 0.10% | New | 142,886 | $12.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -56.9% | 140,480 | $12.1M |
| Horizon Wealth Management, LLC | 2.88% | Add +5.5% | 141,380 | $12.1M |
| Two Sigma Advisers, LP | 0.03% | Reduce -91.8% | 141,300 | $12.1M |
| Avantax Advisory Services, Inc. | 0.09% | Add +27.7% | 139,145 | $11.9M |
| Dakota Wealth Management | 0.28% | Add +46.3% | 139,085 | $11.9M |
| Spinnaker Trust | 0.75% | Add +13.4% | 136,741 | $11.7M |
| Prudential Financial Inc. | 0.02% | Add +1.3% | 136,093 | $11.7M |
| Onyx Bridge Wealth Group LLC | 1.91% | Add +7.5% | 135,672 | $11.6M |
| IHT Wealth Management, LLC | 0.43% | Add +6.7% | 135,138 | $11.6M |
| Stillwater Capital Advisors, LLC | 1.59% | Add +2.9% | 133,159 | $11.4M |
| Client First Capital LLC | 6.83% | Add +12.2% | 132,427 | $11.3M |
| Equitable Holdings, Inc. | 0.12% | Add +31.8% | 132,116 | $11.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +27.8% | 131,682 | $11.3M |
| First Interstate Bank | 0.75% | Add +0.3% | 131,419 | $11.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -3.1% | 130,283 | $11.2M |
| Virtue Capital Management, LLC | 1.89% | Add +63.8% | 129,035 | $11.1M |
| Theory Financial LLC | 5.18% | Add +144.8% | 127,992 | $11.0M |
| Biltmore Wealth Management, LLC | 4.72% | Reduce -6.6% | 127,137 | $10.9M |
| Leuthold Group, LLC | 1.25% | Add +12.9% | 126,505 | $10.8M |
| Pinnacle Associates Ltd. | 0.17% | Add +41.3% | 124,939 | $10.7M |
| Old National Bancorp | 0.24% | Reduce -11.9% | 118,159 | $10.1M |
| Bank Hapoalim BM | 1.49% | Reduce -4.4% | 117,523 | $10.1M |
| Financial Enhancement Group LLC | 1.61% | Reduce -2.9% | 115,689 | $10.0M |
| Merit Financial Group, LLC | 0.22% | Add +0.3% | 115,418 | $9.9M |
| EP Wealth Advisors, LLC | 0.10% | Add +0.5% | 114,901 | $9.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.67% | No change | 114,446 | $9.8M |
| Innealta Capital, LLC | 3.21% | Add +54.2% | 112,899 | $9.7M |
| Bank of Montreal | 0.00% | Reduce -89.4% | 110,569 | $9.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -14.7% | 111,600 | $9.6M |
| Vickerman Investment Advisors, Inc. | 3.05% | Reduce -12.5% | 110,968 | $9.5M |
| Corient Private Wealth LP | 0.02% | Reduce -17.3% | 109,852 | $9.4M |
| Atlas Capital Advisors Inc. | 1.21% | Reduce -11.9% | 108,750 | $9.3M |
| Evolution Wealth Advisors, LLC | 1.79% | Add +3.6% | 107,189 | $9.2M |
| United Capital Financial Advisors, LLC | 0.08% | Add +2.9% | 105,800 | $9.1M |
| Ashton Thomas Private Wealth, LLC | 0.49% | Add +12.7% | 102,931 | $8.8M |
| PFG Advisors | 0.60% | Add +5.9% | 102,789 | $8.8M |
| Ascent Wealth Partners, LLC | 1.25% | Reduce -1.4% | 99,759 | $8.5M |
| RFG Advisory, LLC | 0.28% | Add +8.1% | 99,601 | $8.5M |
| Chemung Canal Trust Co. | 1.65% | Reduce -27.4% | 99,348 | $8.5M |
| CMH Wealth Management LLC | 2.09% | Reduce -0.1% | 99,152 | $8.5M |
| CoreCap Advisors, LLC | 0.88% | Add +0.9% | 99,072 | $8.5M |
| Estate Counselors, LLC | 0.93% | Reduce -67.2% | 98,645 | $8.4M |
| Royal Fund Management, LLC | 1.12% | Reduce -16.5% | 97,396 | $8.3M |
| Waterloo Capital, L.P. | 1.00% | Reduce -5.3% | 96,914 | $8.3M |
| Atria Investments, Inc | 0.11% | Add +2.2% | 96,414 | $8.3M |
| Advisory Services Network, LLC | 0.17% | Reduce -1.3% | 95,246 | $8.2M |
| Winthrop Capital Management, LLC | 4.05% | Add +6.8% | 94,404 | $8.1M |
| Millennium Management | 0.01% | Add +67.0% | 93,589 | $8.0M |
| Fortis Group Advisors, LLC | 1.59% | Reduce -1.7% | 93,357 | $8.0M |
| Blair William & Co. | 0.02% | Add +15.1% | 92,281 | $7.9M |
| Venture Visionary Partners LLC | 0.37% | Add +2.3% | 92,127 | $7.9M |
| Proquility Private Wealth Partners, LLC | 2.68% | Add +0.4% | 91,784 | $7.9M |
| US Bancorp \de | 0.01% | Add +2.1% | 91,515 | $7.8M |
| Martin & Co. Inc. | 1.96% | Reduce -0.2% | 90,898 | $7.8M |
| Tiaa Trust, National Association | 0.02% | Reduce -10.0% | 88,268 | $7.6M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +4.2% | 88,027 | $7.5M |
| Comerica Bank | 0.03% | Reduce -1.9% | 86,456 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +9.8% | 86,286 | $7.4M |
| Premier Path Wealth Partners, LLC | 1.25% | Add +2.1% | 85,804 | $7.3M |
| Avestar Capital, LLC | 0.79% | Reduce -0.8% | 83,685 | $7.2M |
| Balyasny Asset Management L.P. | 0.02% | Add +323.5% | 81,808 | $7.0M |
| MAI Capital Management | 0.07% | Add +3.9% | 81,128 | $6.9M |
| Mutual Advisors, LLC | 0.21% | Reduce -52.2% | 81,016 | $6.8M |
| Insight Wealth Strategies, LLC | 0.97% | Reduce -2.4% | 79,626 | $6.8M |
| Long Run Wealth Advisors, LLC | 1.70% | Reduce -37.4% | 78,482 | $6.7M |
| Harrell Investment Partners, LLC | 1.93% | Add +9.2% | 77,619 | $6.6M |
| Dumont & Blake Investment Advisors LLC | 0.94% | Add +105.6% | 77,178 | $6.6M |
| Continuum Wealth Advisors, LLC | 3.47% | Add +10.3% | 76,993 | $6.6M |
| Oppenheimer & Co. Inc. | 0.10% | Add +7.7% | 75,703 | $6.5M |
| Prestige Wealth Management Group LLC | 1.39% | Reduce -3.5% | 74,993 | $6.4M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -0.4% | 74,735 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Add +2.9% | 74,731 | $6.4M |
| Advisor OS, LLC | 0.69% | Add +3.7% | 73,774 | $6.3M |
| Bar Harbor Wealth Management | 0.42% | Reduce -1.0% | 73,066 | $6.3M |
| Accurate Wealth Management, LLC | 1.50% | New | 72,054 | $6.2M |
| Founders Financial Securities LLC | 0.57% | Reduce -0.3% | 70,585 | $6.0M |
| Carnegie Investment Counsel | 0.19% | Add +2.3% | 69,982 | $6.0M |
| Pathstone Holdings, LLC | 0.03% | Reduce -27.8% | 69,872 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -40.9% | 67,995 | $5.8M |
| Orleans Capital Management Corp. | 3.70% | Add +3.4% | 67,975 | $5.8M |
| Stephens Inc. | 0.09% | Reduce -2.7% | 67,853 | $5.8M |
| Conservest Capital Advisors, Inc. | 0.63% | Reduce -0.1% | 71,084 | $5.8M |
| Orange Investment Advisors, Inc. | 0.73% | Add +1.1% | 76,332 | $5.6M |
| SMI Advisory Services, LLC | 1.38% | New | 63,927 | $5.6M |
| Forbes J M & Co. LLP | 0.57% | Reduce -0.6% | 64,548 | $5.5M |
| WealthCare Investment Partners, LLC | 2.55% | Add +0.8% | 64,025 | $5.5M |
| Benjamin F. Edwards & Company, Inc. | 0.10% | Add +6.9% | 63,969 | $5.5M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +173.7% | 63,589 | $5.4M |
| Global Retirement Partners, LLC | 0.17% | Add +6.8% | 63,263 | $5.4M |
| Colton Groome Financial Advisors, LLC | 2.13% | Add +3.0% | 63,192 | $5.4M |
| Harbor Capital Advisors, Inc. | 0.41% | Add +0.6% | 62,366 | $5.3M |
| Transcend Capital Advisors, LLC | 0.39% | Reduce -5.4% | 62,145 | $5.3M |
| High Note Wealth, LLC | 1.63% | Reduce -2.0% | 62,093 | $5.3M |
| Innova Wealth Partners | 3.80% | Reduce -2.3% | 62,032 | $5.3M |
| D. Scott Neal, Inc. | 2.94% | New | 61,595 | $5.3M |
| Quadrature Capital Ltd | 0.09% | New | 61,507 | $5.3M |
| New Millennium Group LLC | 3.43% | Add +4.5% | 61,275 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +2.3% | 60,442 | $5.2M |
| Sykon Capital LLC | 1.94% | Reduce -10.8% | 60,184 | $5.2M |
| AlphaMark Advisors, LLC | 1.75% | Reduce -3.0% | 58,917 | $5.0M |
| TrinityPoint Wealth, LLC | 0.79% | Reduce -1.1% | 58,636 | $5.0M |
| Monument Capital Management | 1.47% | Add +30.9% | 58,529 | $5.0M |
| Schmidt P J Investment Management Inc. | 0.89% | Add +10.6% | 57,114 | $4.9M |
| First Merchants Corp. | 0.20% | Reduce -1.2% | 56,813 | $4.9M |
| Darwin Wealth Management, LLC | 2.41% | Reduce -17.2% | 56,704 | $4.9M |
| WESPAC Advisors SoCal, LLC | 1.22% | Add +54.4% | 56,617 | $4.8M |
| Pallas Capital Advisors LLC | 0.22% | Add +3.5% | 56,549 | $4.8M |
| Jmac Enterprises LLC | 0.84% | Reduce -1.4% | 56,004 | $4.8M |
| Roundview Capital LLC | 0.37% | Reduce -2.9% | 55,115 | $4.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.48% | Reduce -0.8% | 54,447 | $4.7M |
| Callan Capital, LLC | 0.38% | Add +2.1% | 54,321 | $4.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -37.3% | 54,133 | $4.6M |
| TRUE Private Wealth Advisors | 0.52% | Reduce -2.0% | 53,547 | $4.6M |
| Occidental Asset Management, LLC | 0.79% | Reduce -0.0% | 52,712 | $4.5M |
| Sharper & Granite LLC | 2.14% | Add +12.2% | 52,430 | $4.5M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | Reduce -1.0% | 52,374 | $4.5M |
| Freedom Investment Management, Inc. | 0.36% | Reduce -17.1% | 51,712 | $4.4M |
| Independent Financial Group, LLC | 0.18% | Add +13.2% | 51,251 | $4.4M |
| Ciovacco Capital Management LLC | 2.82% | Reduce -3.1% | 51,037 | $4.4M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +4.6% | 50,028 | $4.3M |
| Man Group plc | 0.01% | Add +13.7% | 49,900 | $4.3M |
| IronBridge Private Wealth, LLC | 1.60% | Add +3.4% | 49,827 | $4.3M |
| M&T Bank Corp | 0.01% | No change | 49,600 | $4.2M |
| Essex LLC | 0.94% | Add +4.5% | 49,321 | $4.2M |
| NorthCoast Asset Management LLC | 0.04% | Add +1803.8% | 49,080 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -60.5% | 48,757 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -60.5% | 48,757 | $4.2M |
| Jane Street Group, LLC | 0.00% | New | 48,632 | $4.2M |
| Foguth Wealth Management, LLC. | 1.83% | Add +5.5% | 48,479 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -14.9% | 47,240 | $4.0M |
| Providence First Trust Co | 1.82% | Add +0.9% | 47,155 | $4.0M |
| 5th Street Advisors, LLC | 2.09% | Add +2.0% | 46,567 | $4.0M |
| Baker Avenue Asset Management, LP | 0.14% | Reduce -1.1% | 46,266 | $4.0M |
| Vaughan David Investments LLC | 0.10% | Reduce -2.4% | 45,539 | $3.9M |
| Raymond James Trust N.A. | 0.09% | Add +5.3% | 45,260 | $3.9M |
| Dai-ichi Life Holdings, Inc. | 4.56% | Add +43.8% | 45,000 | $3.9M |
| Eastern Bank | 0.16% | Reduce -35.6% | 44,882 | $3.8M |
| Simmons Bank | 0.29% | Reduce -2.1% | 44,200 | $3.8M |
| Axxcess Wealth Management, LLC | 0.10% | Add +100.5% | 44,025 | $3.8M |
| Terra Nova Asset Management LLC | 2.94% | Add +3.5% | 43,508 | $3.7M |
| Banco Santander, S.A. | 0.05% | Add +1.1% | 43,212 | $3.7M |
| Tritonpoint Wealth, LLC | 0.35% | Reduce -5.0% | 42,680 | $3.7M |
| Zimmermann Investment Management & Planning LLC | 1.17% | Reduce -4.0% | 40,903 | $3.5M |
| Transamerica Financial Advisors, LLC | 0.37% | No change | 40,421 | $3.5M |
| First Trust Investment Solutions L.P. | 0.48% | Reduce -5.3% | 40,043 | $3.4M |
| Toth Financial Advisory Corp. | 0.43% | Add +12.1% | 39,888 | $3.4M |
| Elevation Point Wealth Partners, LLC | 0.27% | Reduce -5.8% | 39,613 | $3.4M |
| Integrated Advisors Network LLC | 0.17% | Reduce -9.5% | 39,487 | $3.4M |
| Trust Co | 0.43% | Add +3.4% | 39,057 | $3.3M |
| Lowe Brockenbrough & Co. Inc. | 0.22% | Reduce -5.9% | 38,898 | $3.3M |
| Trust Co. of Oklahoma | 1.17% | Add +4.4% | 38,755 | $3.3M |
| Analyst IMS Investment Management Services Ltd. | 0.14% | Add +71.7% | 38,570 | $3.3M |
| Friedenthal Financial | 2.06% | Reduce -6.3% | 38,535 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -2.1% | 38,148 | $3.3M |
| Western Wealth Management, LLC | 0.24% | Add +5.8% | 37,711 | $3.2M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +24.2% | 37,629 | $3.2M |
| GeoWealth Management, LLC | 0.14% | Reduce -48.2% | 37,073 | $3.2M |
| Ridgepath Capital Management LLC | 3.08% | Add +230.6% | 36,612 | $3.1M |
| SteelPeak Wealth, LLC | 0.15% | Add +21.1% | 36,580 | $3.1M |
| Bray Capital Advisors | 0.77% | Reduce -2.5% | 35,964 | $3.1M |
| James Investment Research, Inc. | 0.36% | Reduce -0.6% | 35,602 | $3.0M |
| McCollum Christoferson Group LLC | 0.89% | New | 35,110 | $3.0M |
| Cooksen Wealth, LLC | 3.03% | Add +5.2% | 35,058 | $3.0M |
| Visionary Horizons, LLC | 2.20% | Add +33.7% | 35,049 | $3.0M |
| Smart Portfolios, LLC | 3.00% | Reduce -1.9% | 34,789 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -12.1% | 34,546 | $3.0M |
| Strategic Financial Partners, Ltd. | 1.61% | Add +9.8% | 34,179 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Add +8.0% | 34,076 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +16.7% | 33,942 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Add +7.9% | 33,554 | $2.9M |
| FMR LLC | 0.00% | Add +15.3% | 33,160 | $2.9M |
| Creative Planning | 0.00% | Add +6.8% | 33,403 | $2.9M |
| Blackston Financial Advisory Group, LLC | 1.59% | Add +209.2% | 23,577 | $2.8M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +117.8% | 32,536 | $2.8M |
| Treynor Bancshares, Inc. | 2.91% | Reduce -10.1% | 32,519 | $2.8M |
| Marion Wealth Management | 0.82% | Add +1.1% | 32,461 | $2.8M |
| SkyView Investment Advisors, LLC | 0.49% | Add +2.9% | 32,144 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +6.2% | 31,945 | $2.7M |
| Prospera Financial Services Inc | 0.08% | Add +171.8% | 31,667 | $2.7M |
| Creative Financial Designs Inc. | 0.24% | Add +1386.2% | 31,462 | $2.7M |
| One Charles Private Wealth Services, LLC | 1.10% | Add +5.0% | 30,977 | $2.7M |
| Wall Street Financial Group, Inc. | 4.51% | — | 30,965 | $2.7M |
| Transatlantique Private Wealth LLC | 1.07% | Add +9.1% | 30,640 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -14.5% | 30,375 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Add +5.9% | 30,165 | $2.6M |
| Canton Hathaway, LLC | 0.71% | Add +0.5% | 30,151 | $2.6M |
| Syon Capital LLC | 0.24% | Reduce -1.1% | 29,939 | $2.6M |
| Chesapeake Wealth Management | 0.92% | Add +0.4% | 29,766 | $2.5M |
| HBW Advisory Services LLC | 0.42% | Reduce -1.6% | 29,658 | $2.5M |
| Buckingham Capital Management, Inc. | 0.30% | Add +114.1% | 29,553 | $2.5M |
| Private Wealth Advisors, LLC | 1.10% | Reduce -0.2% | 29,466 | $2.5M |
| Zullo Investment Group, Inc. | 1.10% | Add +0.8% | 29,181 | $2.5M |
| Synergy Asset Management, LLC | 0.39% | New | 29,160 | $2.5M |
| Novare Capital Management LLC | 0.22% | Reduce -12.1% | 29,070 | $2.5M |
| Brookstone Capital Management | 0.04% | Reduce -35.4% | 28,928 | $2.5M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -3.4% | 27,963 | $2.4M |
| Intrua Financial, LLC | 0.39% | Reduce -0.7% | 27,874 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +90.8% | 27,826 | $2.4M |
| St. Johns Investment Management Company, LLC | 1.13% | Reduce -5.8% | 27,784 | $2.4M |
| West Financial Advisors, LLC | 0.49% | Add +1.8% | 27,689 | $2.4M |
| Cavalier Investments, LLC | 0.73% | Add +17.1% | 27,634 | $2.4M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -8.8% | 27,610 | $2.4M |
| AdvisorShares Investments LLC | 0.41% | Add +2.6% | 27,614 | $2.4M |
| Fsa Wealth Partners, Inc. | 0.64% | Add +87.6% | 27,364 | $2.3M |
| Sigma Planning Corp | 0.07% | Reduce -1.4% | 27,247 | $2.3M |
| Level Four Advisory Services, LLC | 0.10% | Add +16.1% | 27,126 | $2.3M |
| Bfsg, LLC | 0.29% | Reduce -1.3% | 26,972 | $2.3M |
| Beaumont Financial Advisors, LLC | 0.18% | Reduce -1.3% | 26,705 | $2.3M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | New | 26,059 | $2.2M |
| IAM Advisory, LLC | 0.60% | Add +0.3% | 25,748 | $2.2M |
| TAP Consulting, LLC | 0.46% | Add +9.7% | 25,457 | $2.2M |
| Realta Investment Advisors | 0.42% | Reduce -7.7% | 25,295 | $2.2M |
| Nelson Capital Management, LLC | 0.38% | Add +0.5% | 25,274 | $2.2M |
| Soltis Investment Advisors LLC | 0.23% | Reduce -24.5% | 25,246 | $2.2M |
| Patten & Patten Inc. | 0.15% | Add +1.3% | 24,434 | $2.1M |
| IFG Advisory, LLC | 0.13% | Add +9.2% | 24,263 | $2.1M |
| Butensky & Cohen Financial Security, Inc. | 0.66% | Reduce -2.1% | 24,143 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Reduce -6.6% | 23,949 | $2.1M |
| Venturi Wealth Management, LLC | 0.12% | Reduce -13.7% | 23,823 | $2.0M |
| Naples Global Advisors, LLC | 0.20% | Reduce -2.5% | 23,821 | $2.0M |
| United Asset Strategies, Inc. | 0.20% | Reduce -12.5% | 23,656 | $2.0M |
| RPg Family Wealth Advisory, LLC | 0.65% | Add +5.4% | 23,144 | $2.0M |
| IPG Investment Advisors LLC | 0.43% | New | 22,870 | $2.0M |
| Apexium Financial, LP | 0.14% | Reduce -1.1% | 22,864 | $2.0M |
| Holderness Investments Co. | 0.46% | Add +0.1% | 22,825 | $2.0M |
| Belpointe Asset Management LLC | 0.14% | Add +73.8% | 22,808 | $2.0M |
| Morton Community Bank | 0.55% | Reduce -0.1% | 22,807 | $2.0M |
| Joel Isaacson & Co., LLC | 0.10% | Add +0.2% | 22,690 | $1.9M |
| Bank of Marin | 1.66% | Reduce -3.9% | 22,444 | $1.9M |
| German American Bancorp, Inc. | 0.22% | Reduce -0.1% | 22,398 | $1.9M |
| Simplicity Wealth,LLC | 0.04% | Add +29.4% | 22,307 | $1.9M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3.51% | No change | 22,260 | $1.9M |
| Clarus Wealth Advisors | 0.98% | Reduce -3.1% | 21,071 | $1.8M |
| Herbst Group, LLC | 1.12% | Reduce -1.8% | 21,495 | $1.8M |
| Tidal Investments LLC | 0.03% | New | 21,420 | $1.8M |
| Stockman Wealth Management, Inc. | 0.32% | Reduce -2.8% | 21,322 | $1.8M |
| Naples Money Management LLC | 1.55% | Reduce -1.3% | 21,318 | $1.8M |
| SMART Wealth LLC | 0.73% | Add +13.0% | 21,156 | $1.8M |
| Wellington Shields Capital Management, LLC | 0.33% | Reduce -2.5% | 21,124 | $1.8M |
| Roberts Wealth Advisors, LLC | 0.61% | Reduce -5.7% | 20,419 | $1.8M |
| Howard Capital Management Group, LLC | 0.13% | Reduce -6.4% | 20,680 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -4.9% | 20,597 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Add +2.3% | 20,537 | $1.8M |
| Walleye Capital LLC | 0.02% | New | 20,509 | $1.8M |
| Avitas Wealth Management LLC | 0.26% | Add +0.6% | 20,478 | $1.8M |
| Quantinno Capital Management LP | 0.03% | Reduce -30.1% | 20,456 | $1.8M |
| MontVue Capital Management, Inc. | 1.39% | Reduce -2.9% | 20,377 | $1.7M |
| Associated Banc-Corp | 0.05% | Reduce -0.3% | 20,256 | $1.7M |
| Salomon & Ludwin, LLC | 0.19% | Reduce -14.5% | 20,125 | $1.7M |
| Private Trust Co. NA | 0.19% | Reduce -0.3% | 20,099 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +2.1% | 19,954 | $1.7M |
| Cornerstone National Bank & Trust Co | 0.84% | Add +1.4% | 19,899 | $1.7M |
| &partners | 0.07% | New | 19,844 | $1.7M |
| Benjamin Edwards Inc. | 0.33% | Reduce -34.5% | 19,735 | $1.7M |
| Boltwood Capital Management | 0.52% | Reduce -4.3% | 19,542 | $1.7M |
| Bragg Financial Advisors, Inc | 0.07% | Add +0.2% | 19,530 | $1.7M |
| AMG National Trust Bank | 0.05% | Add +38.0% | 19,488 | $1.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.67% | Add +0.6% | 19,472 | $1.7M |
| Guardian Asset Advisors, LLC | 1.22% | Add +12.7% | 19,420 | $1.7M |
| Natixis Advisors, LLC | 0.00% | New | 19,327 | $1.7M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -5.4% | 19,323 | $1.7M |
| Sigma Investment Counselors Inc. | 0.10% | Reduce -0.3% | 19,264 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -20.6% | 19,226 | $1.6M |
| Matrix Trust Co | 0.37% | Add +6.2% | 19,209 | $1.6M |
| Country Trust Bank | 0.04% | Reduce -3.3% | 18,753 | $1.6M |
| Redwood Financial Network Corp | 1.35% | Add +4.9% | 18,731 | $1.6M |
| Donald L. Hagan, LLC | 0.85% | Add +15.0% | 18,631 | $1.6M |
| Rovin Capital /Ut/ | 0.66% | Reduce -1.5% | 18,449 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +6.7% | 17,921 | $1.5M |
| Whittier Trust Co. | 0.02% | Add +1.8% | 17,890 | $1.5M |
| Advisory Resource Group | 0.35% | Add +5.5% | 17,855 | $1.5M |
| Visionary Wealth Advisors | 0.10% | Add +8.7% | 17,746 | $1.5M |
| Regal Investment Advisors LLC | 0.10% | Add +18.1% | 17,687 | $1.5M |
| DDD Partners, LLC | 0.18% | New | 17,677 | $1.5M |
| Hyman Charles D | 0.08% | No change | 17,613 | $1.5M |
| St. Louis Financial Planners Asset Management, LLC | 1.29% | New | 17,532 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -6.6% | 17,053 | $1.5M |
| Laurel Wealth Advisors LLC | 0.25% | Reduce -5.4% | 16,758 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -0.8% | 16,647 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +6.1% | 16,394 | $1.4M |
| Colony Family Offices, LLC | 0.45% | No change | 16,384 | $1.4M |
| Peoples Financial Services Corp. | 0.63% | Reduce -4.7% | 16,210 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.78% | Reduce -27.2% | 16,203 | $1.4M |
| Okabena Investment Services Inc. | 0.43% | No change | 15,916 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Add +0.5% | 15,817 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +5.8% | 15,532 | $1.3M |
| Signet Financial Management, LLC | 0.18% | Add +3.0% | 15,494 | $1.3M |
| Oak Family Advisors, LLC | 0.50% | Add +1.4% | 15,409 | $1.3M |
| Privium Fund Management (UK) Ltd | 0.51% | Reduce -52.2% | 15,280 | $1.3M |
| Glenview Trust Co | 0.03% | Reduce -13.3% | 15,328 | $1.3M |
| LVZ, Inc. | 0.18% | Add +1.8% | 15,323 | $1.3M |
| D.B. Root & Company, LLC | 0.45% | Add +85.5% | 15,304 | $1.3M |
| IMC-Chicago, LLC | 0.04% | New | 15,283 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 15,280 | $1.3M |
| Nvwm, LLC | 0.35% | Reduce -5.4% | 15,139 | $1.3M |
| Haverford Trust Co | 0.01% | Add +2.5% | 15,071 | $1.3M |
| Ashton Thomas Securities, LLC | 0.31% | — | 14,483 | $1.3M |
| Fort Point Capital Partners LLC | 0.16% | Reduce -0.2% | 14,812 | $1.3M |
| City Center Advisors, LLC | 1.49% | No change | 15,514 | $1.3M |
| Cornerstone Advisors, LLC | 0.05% | Reduce -49.8% | 14,700 | $1.3M |
| Mirador Capital Partners LP | 0.24% | Add +2.7% | 14,675 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +36.9% | 14,643 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Add +2.9% | 14,524 | $1.2M |
| Fiduciary Group, LLC | 0.13% | Add +9.0% | 14,377 | $1.2M |
| Howard Capital Management, LLC | 0.12% | Reduce -0.3% | 14,356 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +75.2% | 14,081 | $1.2M |
| 9258 Wealth Management, LLC | 0.19% | Reduce -0.8% | 14,076 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Add +274.4% | 14,069 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +2.8% | 14,035 | $1.2M |
| Gallagher Fiduciary Advisors, LLC | 0.27% | Add +1.6% | 14,004 | $1.2M |
| Plimoth Trust Co. LLC | 0.32% | Reduce -0.2% | 13,811 | $1.2M |
| Elevated Capital Advisors, LLC | 0.33% | Add +2.3% | 13,601 | $1.2M |
| Csenge Advisory Group | 0.06% | Reduce -22.2% | 13,274 | $1.1M |
| A. D. Beadell Investment Counsel, Inc. | 0.95% | Reduce -4.2% | 13,284 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +84.6% | 13,203 | $1.1M |
| Fulcrum Equity Management | 1.01% | Add +5.2% | 13,201 | $1.1M |
| RiverGlades Family Offices LLC | 0.88% | Reduce -0.1% | 13,179 | $1.1M |
| Horizon Financial Services, LLC | 0.71% | Reduce -0.4% | 13,120 | $1.1M |
| Point Windward Advisors Inc. | 0.46% | Reduce -2.6% | 13,097 | $1.1M |
| Flagstar Securities, Inc. | 0.31% | Add +6.9% | 13,080 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.40% | Add +2.5% | 12,940 | $1.1M |
| Keybank National Association | 0.00% | Reduce -5.3% | 12,931 | $1.1M |
| Marcum Wealth, LLC | 0.11% | Reduce -6.3% | 12,645 | $1.1M |
| Laidlaw Wealth Management LLC | 0.59% | Add +6.0% | 12,439 | $1.1M |
| Leslie Global Wealth, LLC | 0.62% | — | 12,327 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -2.3% | 12,288 | $1.1M |
| 3EDGE Asset Management, LP | 0.08% | Add +178.7% | 12,270 | $1.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -9.6% | 12,215 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | Add +41.8% | 12,171 | $1.0M |
| Dearborn Partners LLC | 0.05% | Reduce -1.6% | 12,169 | $1.0M |
| Encompass More Asset Management | 0.74% | Add +36.6% | 12,151 | $1.0M |
| Contravisory Investment Management, Inc. | 0.23% | Reduce -9.4% | 12,090 | $1.0M |
| Appleton Partners Inc. | 0.08% | Reduce -4.8% | 12,077 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -29.3% | 12,009 | $1.0M |
| Richard W. Paul & Associates, LLC | 0.39% | Reduce -8.2% | 11,757 | $1.0M |
| Ingalls & Snyder LLC | 0.04% | Add +3.9% | 11,759 | $1.0M |
| Cladis Investment Advisory, LLC | 0.73% | Reduce -3.3% | 11,715 | $1.0M |
| Faithward Advisors, LLC | 0.18% | Reduce -45.0% | 11,351 | $972K |
| SVB Wealth LLC | 0.02% | Add +5.9% | 11,287 | $967K |
| Mendel Capital Management LLC | 0.62% | Add +13.3% | 11,268 | $965K |
| Simplex Trading, LLC | 0.03% | Reduce -66.2% | 11,208 | $960K |
| Ifrah Financial Services, Inc. | 0.27% | Reduce -5.3% | 11,192 | $959K |
| Hoylecohen, LLC | 0.07% | Reduce -1.8% | 11,151 | $955K |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +2.1% | 11,146 | $955K |
| Girard Partners LTD. | 0.09% | Add +2.5% | 11,059 | $947K |
| Black Maple Capital Management LP | 0.69% | Reduce -0.9% | 10,970 | $940K |
| Coppell Advisory Solutions LLC | 0.15% | — | 10,966 | $939K |
| Phillips Wealth Planners LLC | 0.99% | Add +0.2% | 10,690 | $938K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +71.2% | 10,900 | $934K |
| Spirepoint Private Client, LLC | 0.13% | Add +18.4% | 10,825 | $927K |
| ARS Investment Partners, LLC | 0.09% | Add +0.5% | 10,809 | $926K |
| D.A. Davidson & Co. | 0.01% | Add +48.8% | 10,583 | $907K |
| CreativeOne Wealth, LLC | 0.05% | Reduce -51.6% | 10,529 | $901K |
| Farmers National Bank | 0.27% | No change | 10,469 | $897K |
| Lionsbridge Wealth Management LLC | 0.71% | Reduce -0.4% | 10,347 | $886K |
| Rothschild Wealth LLC | 0.29% | Reduce -1.4% | 10,315 | $884K |
| QRG Capital Management, Inc. | 0.01% | Reduce -13.0% | 10,271 | $880K |
| KWB Wealth | 0.12% | No change | 10,767 | $879K |
| Mma Asset Management LLC | 0.41% | No change | 10,245 | $878K |
| Proffitt & Goodson Inc. | 0.15% | Reduce -2.4% | 10,230 | $876K |
| Alpine Global Management, LLC | 0.17% | Reduce -45.8% | 10,201 | $874K |
| Scotia Capital Inc. | 0.01% | Add +108.9% | 10,197 | $873K |
| Global Endowment Management, LP | 0.09% | No change | 10,000 | $857K |
| Wealthfront Advisers LLC | 0.00% | Add +37.2% | 9,859 | $845K |
| Trilogy Capital Inc. | 0.05% | Add +119.6% | 9,822 | $841K |
| Correct Capital Wealth Management | 0.20% | Reduce -55.9% | 9,786 | $838K |
| Ascent Group, LLC | 0.07% | Reduce -23.4% | 9,751 | $835K |
| Waterway Wealth Management, LLC | 0.41% | Add +5.1% | 9,665 | $828K |
| Jacobi Capital Management LLC | 0.07% | Reduce -8.6% | 9,664 | $828K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1479.3% | 9,555 | $818K |
| Waycross Investment Management Co | 0.78% | Add +2.7% | 9,490 | $813K |
| Glenmede Trust Co. NA | 0.00% | No change | 9,415 | $806K |
| Wedmont Private Capital | 0.05% | Add +0.1% | 9,188 | $793K |
| PFG Investments, LLC | 0.06% | Add +6.3% | 9,240 | $792K |
| Patten Group, Inc. | 0.19% | Add +2.5% | 9,219 | $790K |
| SP Asset Management LLC | 0.07% | Add +0.2% | 9,190 | $787K |
| First Horizon Advisors, Inc. | 0.02% | Add +1.5% | 9,050 | $775K |
| WT Wealth Management | 0.26% | Reduce -1.6% | 9,002 | $771K |
| Brendel Financial Advisors LLC | 0.48% | Reduce -5.0% | 8,832 | $757K |
| Global Financial Private Client, LLC | 0.32% | Add +4.0% | 8,837 | $757K |
| Jones Financial Companies LLLP | 0.00% | Add +1219.9% | 8,817 | $755K |
| Whalerock Point Partners, LLC | 0.20% | No change | 8,707 | $746K |
| Perennial Investment Advisors, LLC | 0.11% | New | 8,625 | $739K |
| Pettyjohn, Wood & White, Inc. | 0.14% | Add +7.8% | 8,619 | $738K |
| Capital Investment Counsel, LLC | 0.14% | Add +24.9% | 8,594 | $736K |
| Focus Financial Network, Inc. | 0.03% | Add +9.2% | 8,599 | $736K |
| HB Wealth Management, LLC | 0.01% | New | 8,563 | $734K |
| Rockingstone Advisors LLC | 0.37% | Add +1.7% | 8,525 | $730K |
| CX Institutional | 0.03% | Reduce -21.2% | 8,407 | $720K |
| First National Bank of Hutchinson | 0.46% | Add +1.0% | 8,365 | $717K |
| Burford Brothers, Inc. | 0.42% | Add +9.2% | 8,359 | $716K |
| CENTRAL TRUST Co | 0.02% | Reduce -22.8% | 8,307 | $712K |
| Meridian Investment Counsel Inc. | 0.22% | Add +0.8% | 8,250 | $707K |
| Florida Financial Advisors, LLC | 0.42% | Add +0.3% | 8,152 | $698K |
| KKM Financial LLC | 0.33% | Add +4.7% | 8,833 | $698K |
| Gateway Wealth Partners, LLC | 0.21% | Add +11.2% | 8,138 | $697K |
| Neuberger Berman Group LLC | 0.00% | Add +203.3% | 8,121 | $696K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.1% | 8,098 | $694K |
| Q3 Asset Management | 0.16% | New | 8,065 | $690K |
| Ally Invest Advisors Inc. | 0.07% | Add +11.2% | 7,894 | $676K |
| First United Bank & Trust | 0.25% | Reduce -4.5% | 7,885 | $675K |
| Perigon Wealth Management, LLC | 0.02% | Add +11.2% | 7,841 | $672K |
| Loudon Investment Management, LLC | 0.39% | No change | 7,830 | $671K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -29.9% | 7,829 | $671K |
| Magnolia Capital Management Ltd. | 0.55% | No change | 7,664 | $656K |
| Regions Financial Corp. | 0.01% | Reduce -3.9% | 7,615 | $652K |
| IFP Advisors, Inc | 0.03% | Add +33.4% | 7,539 | $646K |
| Lunt Capital Management, Inc. | 0.32% | New | 7,481 | $641K |
| Arrow Financial Corp | 0.06% | No change | 7,465 | $639K |
| Per Stirling Capital Management, LLC. | 0.10% | Reduce -65.5% | 7,436 | $637K |
| Act Two Investors LLC | 0.13% | Reduce -34.0% | 7,393 | $633K |
| jvl associates llc | 0.25% | Reduce -0.5% | 7,381 | $632K |
| Abbrea Capital, LLC | 0.08% | No change | 7,310 | $626K |
| Diversify Advisory Services, LLC | 0.03% | Add +22.0% | 7,121 | $621K |
| Hudson Value Partners, LLC | 0.26% | Add +6.1% | 7,190 | $616K |
| Fortis Capital Management LLC | 0.13% | New | 7,157 | $613K |
| Fulton Bank, N.A. | 0.02% | Add +2.4% | 7,125 | $610K |
| Adirondack Trust Co. | 0.25% | Add +11.5% | 7,108 | $609K |
| Hilltop Holdings Inc. | 0.07% | Reduce -21.6% | 7,088 | $607K |
| First Business Financial Services, Inc. | 0.06% | No change | 7,057 | $605K |
| Argent Trust Co | 0.03% | No change | 6,938 | $594K |
| Capital Management Associates | 0.70% | Add +1.3% | 6,916 | $592K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +2.3% | 6,892 | $590K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -92.4% | 6,850 | $587K |
| Goldstream Capital Management Ltd | 0.28% | New | 6,790 | $582K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Add +14.0% | 6,741 | $577K |
| Financial Counselors Inc. | 0.01% | Add +23.8% | 6,692 | $573K |
| Dynamic Wealth Strategies, LLC | 0.49% | Reduce -1.6% | 6,628 | $568K |
| Busey Bank | 0.02% | Reduce -0.2% | 6,582 | $564K |
| InTrack Investment Management Inc | 0.40% | Reduce -0.8% | 6,488 | $556K |
| Wedbush Securities Inc. | 0.02% | Reduce -22.8% | 6,412 | $549K |
| RMR Wealth Builders | 0.06% | Reduce -14.2% | 6,392 | $548K |
| Financial Advocates Investment Management | 0.03% | Add +9.5% | 6,382 | $547K |
| Bulltick Wealth Management, LLC | 0.15% | Reduce -7.0% | 6,371 | $546K |
| Greystone Financial Group, LLC | 0.11% | Reduce -1.4% | 6,353 | $544K |
| Retirement Planning Group, LLC | 0.03% | New | 6,147 | $527K |
| Caldwell Trust Co | 0.06% | Add +17.9% | 6,104 | $523K |
| Manchester Capital Management LLC | 0.06% | Add +19.2% | 6,077 | $521K |
| Silver Oak Securities, Incorporated | 0.08% | Add +17.6% | 6,061 | $519K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +27.1% | 6,035 | $517K |
| Elm Partners Management LLC | 0.04% | Add +0.1% | 6,023 | $516K |
| MKT Advisors LLC | 0.26% | No change | 5,890 | $514K |
| Hexagon Capital Partners LLC | 0.11% | Reduce -0.6% | 5,995 | $514K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.8% | 5,946 | $509K |
| Ironwood Investment Counsel, LLC | 0.09% | Reduce -20.5% | 5,931 | $508K |
| One Capital Management, LLC | 0.02% | New | 5,922 | $507K |
| All Season Financial Advisors, Inc. | 0.46% | Add +42.6% | 5,919 | $507K |
| Koshinski Asset Management, Inc. | 0.05% | Add +88.8% | 5,614 | $490K |
| Childress Capital Advisors, LLC | 0.14% | New | 5,705 | $489K |
| Provident Co of the Employees of the Hebrew University LTD | 0.58% | New | 5,670 | $486K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | Add +63.0% | 5,665 | $485K |
| Hardy Reed LLC | 0.05% | No change | 5,659 | $485K |
| Composition Wealth, LLC | 0.01% | No change | 5,643 | $483K |
| Blue Chip Partners, LLC | 0.04% | Add +0.2% | 5,545 | $475K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -8.6% | 5,521 | $473K |
| Peak Financial Advisors LLC | 0.27% | No change | 5,488 | $470K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -5.6% | 5,467 | $468K |
| MMBG Investment Advisors Co. | 0.05% | Reduce -10.1% | 5,420 | $464K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -24.4% | 5,415 | $464K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | Add +10.3% | 5,388 | $462K |
| Grassi Investment Management | 0.04% | Add +0.9% | 5,376 | $461K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -4.9% | 5,380 | $461K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,301 | $454K |
| Waverly Advisors, LLC | 0.01% | Add +2.5% | 5,233 | $448K |
| Americana Partners, LLC | 0.04% | Reduce -0.3% | 5,224 | $448K |
| Choate Investment Advisors | 0.01% | No change | 5,177 | $443K |
| Moors & Cabot, Inc. | 0.02% | Add +55.0% | 5,167 | $443K |
| Xcel Wealth Management, LLC | 0.14% | No change | 5,163 | $442K |
| Trexquant Investment LP | 0.01% | New | 5,151 | $441K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 5,139 | $440K |
| NBT Bank, N.A. | 0.03% | Add +79.2% | 5,103 | $437K |
| AQR Capital Management | 0.00% | New | 5,094 | $436K |
| Institute for Wealth Management, LLC. | 0.06% | Add +11.8% | 5,092 | $436K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +99.5% | 5,058 | $433K |
| Alpine Woods Capital Investors, LLC | 0.07% | No change | 5,000 | $428K |
| Sather Financial Group Inc | 0.03% | No change | 5,000 | $428K |
| Secure Asset Management, LLC | 0.08% | Add +96.8% | 4,941 | $423K |
| Talisman Wealth Advisors LLC | 0.49% | Reduce -1.8% | 4,936 | $423K |
| Peterson Wealth Management | 0.26% | New | 4,928 | $422K |
| Concorde Asset Management, LLC | 0.26% | New | 4,899 | $420K |
| Mgo One Seven LLC | 0.02% | Add +16.9% | 4,897 | $419K |
| Swmg, LLC | 0.19% | Add +16.9% | 4,853 | $416K |
| Monetary Management Group Inc. | 0.11% | No change | 4,850 | $415K |
| Commerce Bank | 0.00% | Add +4.0% | 4,829 | $414K |
| Destiny Wealth Partners, LLC | 0.07% | Reduce -6.7% | 4,815 | $412K |
| Kaizen Financial Strategies | 0.26% | Reduce -31.0% | 4,861 | $412K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -17.8% | 4,769 | $409K |
| AdvisorNet Financial, Inc | 0.04% | Add +3.3% | 4,769 | $409K |
| Choreo, LLC | 0.01% | New | 4,755 | $406K |
| Wealthgarden F.S. LLC | 0.43% | — | 4,718 | $404K |
| Clarius Group, LLC | 0.03% | No change | 4,672 | $400K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -14.2% | 4,670 | $400K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +17.4% | 4,658 | $399K |
| Larson Financial Group LLC | 0.03% | Add +36.9% | 4,616 | $395K |
| Foundation Wealth Management, LLC | 0.31% | New | 4,606 | $395K |
| Verus Capital Partners, LLC | 0.04% | Reduce -2.5% | 4,605 | $394K |
| Blue Fin Capital, Inc. | 0.08% | Add +8.6% | 4,594 | $394K |
| Elevatus Welath Management | 0.15% | Reduce -0.6% | 4,579 | $392K |
| AMJ Financial Wealth Management | 0.12% | Reduce -4.0% | 4,571 | $392K |
| Trust Point Inc. | 0.03% | No change | 4,524 | $388K |
| Gryphon Financial Partners LLC | 0.06% | New | 4,495 | $385K |
| Camelot Technology Advisors, Inc. | 0.36% | Reduce -1.7% | 4,453 | $381K |
| Enterprise Bank & Trust Co | 0.13% | No change | 4,440 | $380K |
| Global Trust Asset Management, LLC | 0.15% | Add +7.9% | 4,435 | $380K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.2% | 4,413 | $378K |
| Flow Traders U.S. LLC | 0.02% | New | 4,405 | $377K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.08% | Add +17.3% | 4,363 | $374K |
| Whalen Wealth Management Inc. | 0.29% | Reduce -8.2% | 4,304 | $369K |
| Source Financial Advisors LLC | 0.11% | Reduce -3.4% | 4,275 | $366K |
| Montag A & Associates Inc. | 0.02% | Reduce -6.3% | 4,244 | $364K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +1.0% | 4,209 | $361K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -0.9% | 4,186 | $359K |
| Mystic Asset Management, Inc. | 0.14% | Add +0.7% | 4,180 | $358K |
| Edgestream Partners, L.P. | 0.02% | New | 4,163 | $357K |
| Harvey Capital Management Inc. | 0.09% | No change | 4,115 | $352K |
| Legacy Capital Group California, Inc. | 0.13% | New | 4,099 | $351K |
| Rockland Trust Co. | 0.02% | Reduce -25.8% | 4,095 | $351K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,070 | $349K |
| Berger Financial Group, Inc | 0.03% | New | 4,039 | $346K |
| Access Financial Services, Inc. | 0.16% | No change | 4,038 | $346K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -0.5% | 4,031 | $345K |
| Keel Point, LLC | 0.03% | Add +5.3% | 4,027 | $345K |
| Garrett Wealth Advisory Group, LLC | 0.13% | No change | 4,029 | $345K |
| MWA Asset Management | 0.25% | Reduce -9.7% | 4,018 | $344K |
| TNF LLC | 0.13% | Add +0.1% | 4,098 | $341K |
| United Bank | 0.17% | Reduce -29.1% | 3,966 | $340K |
| Synovus Financial Corp. | 0.00% | Reduce -1.6% | 3,941 | $338K |
| StoneX Group Inc. | 0.03% | New | 3,915 | $335K |
| Maiden Cove Capital, LLC | 0.72% | — | 4,055 | $334K |
| Arlington Capital Management, Inc. | 0.29% | Reduce -1.6% | 3,883 | $333K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 3,880 | $332K |
| Chilton Capital Management LLC | 0.01% | No change | 3,879 | $332K |
| Wesbanco Bank Inc. | 0.01% | Reduce -1.0% | 3,834 | $328K |
| Seven Springs Wealth Group, LLC | 0.13% | No change | 3,813 | $327K |
| Councilmark Asset Management, LLC | 0.23% | No change | 3,800 | $326K |
| St Germain D J Co. Inc. | 0.02% | Reduce -5.4% | 3,793 | $325K |
| SOL Capital Management CO | 0.04% | No change | 3,780 | $324K |
| Atticus Wealth Management, LLC | 0.11% | Add +99.0% | 3,767 | $323K |
| SkyOak Wealth, LLC | 0.08% | Reduce -6.2% | 3,756 | $322K |
| Carmichael Hill & Associates, Inc. | 0.13% | No change | 3,726 | $319K |
| Magnus Financial Group LLC | 0.04% | New | 3,720 | $319K |
| OneAscent Financial Services LLC | 0.04% | Reduce -6.3% | 3,684 | $316K |
| Mosley Wealth Management | 0.27% | New | 3,674 | $315K |
| International Assets Investment Management, LLC | 0.03% | Add +48.8% | 3,669 | $314K |
| Savant Capital, LLC | 0.00% | New | 3,668 | $314K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -54.6% | 3,589 | $313K |
| Centennial Wealth Advisory LLC | 0.14% | Add +37.0% | 3,644 | $312K |
| Certuity, LLC | 0.02% | Add +46.8% | 3,605 | $309K |
| BLB&B Advisors, LLC | 0.02% | No change | 3,585 | $307K |
| Prostatis Group LLC | 0.11% | Reduce -0.3% | 3,563 | $305K |
| Kessler Investment Group, LLC | 0.16% | Reduce -7.5% | 3,541 | $303K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,541 | $303K |
| Sage Capital Advisors,llc | 0.09% | No change | 3,498 | $300K |
| AAFMAA Wealth Management & Trust LLC | 0.15% | New | 3,488 | $299K |
| Centric Wealth Management | 0.09% | New | 3,552 | $297K |
| Lebenthal Global Advisors, LLC | 0.07% | Reduce -1.4% | 3,465 | $297K |
| Means Investment Co., Inc. | 0.04% | Add +0.0% | 3,463 | $297K |
| Confluence Wealth Services, Inc. | 0.02% | New | 3,442 | $295K |
| TFO Wealth Partners, LLC | 0.06% | New | 3,434 | $294K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +7.8% | 3,417 | $293K |
| Fifth Lane Capital, LP | 0.65% | New | 3,410 | $292K |
| Viawealth, LLC | 0.18% | No change | 3,409 | $292K |
| Sterling Investment Management, LLC | 0.22% | Reduce -10.6% | 3,395 | $291K |
| Wintrust Investments LLC | 0.02% | Reduce -3.7% | 3,371 | $289K |
| Goodman Advisory Group, LLC | 0.09% | Add +17.6% | 3,365 | $288K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 3,361 | $288K |
| One Day In July LLC | 0.04% | Reduce -2.9% | 3,321 | $284K |
| Arkadios Wealth Advisors | 0.02% | New | 3,275 | $281K |
| BCGM Wealth Management, LLC | 0.10% | No change | 3,251 | $278K |
| WINTON GROUP Ltd | 0.02% | Reduce -62.5% | 3,244 | $278K |
| Colonial River Investments, LLC | 0.15% | Add +1.9% | 3,237 | $277K |
| Parallel Advisors, LLC | 0.01% | Add +7.0% | 3,214 | $275K |
| Constitution Capital LLC | 0.14% | Add +2.7% | 3,203 | $274K |
| Midwest Financial Group LLC | 0.17% | Add +0.1% | 3,200 | $274K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -1.1% | 3,171 | $272K |
| Founders Financial Alliance, LLC | 0.08% | Add +81.9% | 3,144 | $269K |
| Brady Family Wealth, LLC | 0.09% | No change | 3,104 | $266K |
| Capital CS Group, LLC | 0.31% | Reduce -15.1% | 3,097 | $265K |
| Ieq Capital, LLC | 0.00% | No change | 3,079 | $264K |
| Empower Advisory Group, LLC | 0.00% | Reduce -12.2% | 3,079 | $264K |
| Legacy Private Trust Co. | 0.02% | Reduce -5.4% | 3,077 | $264K |
| Abbot Financial Management, Inc. | 0.14% | Add +4.2% | 3,075 | $263K |
| McAdam, LLC | 0.02% | Add +1.3% | 3,071 | $263K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +13.5% | 3,027 | $259K |
| Private Client Services, LLC | 0.16% | Add +11.2% | 3,010 | $258K |
| First Wilshire Securities Management Inc. | 0.08% | No change | 3,000 | $257K |
| Montecito Bank & Trust | 0.05% | No change | 2,998 | $257K |
| National Wealth Management Group, LLC | 0.20% | Reduce -23.7% | 2,989 | $256K |
| Debussy Capital Management LP | 0.07% | Add +8.9% | 2,975 | $255K |
| Quadrant Private Wealth Management, LLC | 0.06% | Reduce -1.3% | 2,971 | $254K |
| First PREMIER Bank | 0.07% | Reduce -0.1% | 2,947 | $253K |
| ABLE Financial Group, LLC | 0.09% | New | 2,952 | $253K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -41.4% | 2,916 | $250K |
| YHB Investment Advisors, Inc. | 0.02% | New | 2,897 | $248K |
| Coordinated Financial Services, Inc. | 0.21% | No change | 2,886 | $247K |
| DRW Securities, LLC | 0.02% | Reduce -84.9% | 2,904 | $246K |
| First International Bank & Trust | 0.08% | No change | 2,845 | $244K |
| Maven Securities LTD | 0.04% | Reduce -45.3% | 2,840 | $243K |
| Smith Anglin Financial, LLC | 0.02% | Add +2.8% | 2,820 | $242K |
| Jefferies Financial Group Inc. | 0.01% | New | 2,816 | $241K |
| UMB Bank, n.a. | 0.00% | No change | 2,816 | $241K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -9.3% | 2,808 | $241K |
| Raffa Wealth Management, LLC | 0.07% | No change | 2,805 | $240K |
| Narus Financial Partners, LLC | 0.10% | Reduce -4.4% | 2,797 | $240K |
| Brown Advisory Inc. | 0.00% | Reduce -14.6% | 2,785 | $239K |
| Parker Investment Management, LLC | 0.04% | No change | 2,782 | $238K |
| Prosperity Wealth Management, Inc. | 0.12% | New | 2,763 | $237K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -3.7% | 2,753 | $236K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.3% | 2,750 | $236K |
| Curtis Advisory Group, LLC | 0.08% | Reduce -4.8% | 2,746 | $235K |
| Thompson Davis & Co., Inc. | 0.20% | Reduce -5.7% | 2,744 | $235K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,736 | $234K |
| Tyche Wealth Partners LLC | 0.06% | New | 2,736 | $234K |
| Bank of New Hampshire | 0.06% | Reduce -3.0% | 2,736 | $234K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -44.3% | 2,736 | $234K |
| Kovack Advisors, Inc. | 0.03% | New | 2,729 | $234K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 2,720 | $233K |
| World Investment Advisors | 0.01% | New | 2,719 | $233K |
| BNC Wealth Management, LLC | 0.09% | Reduce -59.5% | 2,687 | $230K |
| Accel Wealth Management | 0.09% | Reduce -2.2% | 2,683 | $230K |
| W.H. Cornerstone Investments Inc. | 0.16% | Add +0.3% | 2,675 | $229K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.1% | 2,669 | $229K |
| JPL Wealth Management, LLC | 0.11% | No change | 2,668 | $229K |
| Two Sigma Securities, LLC | 0.01% | New | 2,642 | $226K |
| SC&H Financial Advisors, Inc. | 0.06% | No change | 2,640 | $226K |
| CRA Financial Services, LLC | 0.04% | Reduce -8.1% | 2,603 | $223K |
| Townsquare Capital LLC | 0.00% | New | 2,601 | $223K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,589 | $222K |
| Kraft, Davis & Associates, LLC | 0.07% | Reduce -6.3% | 2,649 | $221K |
| Obsidian Personal Planning Solutions LLC | 0.14% | No change | 2,584 | $221K |
| Juncture Wealth Strategies, LLC | 0.09% | Reduce -9.2% | 2,575 | $221K |
| New Century Financial Group, LLC | 0.09% | Reduce -2.0% | 2,567 | $220K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,557 | $219K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,550 | $218K |
| Vista Investment Management | 0.09% | No change | 2,526 | $216K |
| Caption Management, LLC | 0.02% | New | 2,500 | $214K |
| Ironwood Financial, llc | 0.05% | No change | 2,473 | $212K |
| Relative Value Partners Group, LLC | 0.03% | New | 2,461 | $211K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -1.4% | 2,461 | $211K |
| LPWM LLC | 0.07% | New | 2,416 | $210K |
| Magnolia Capital Advisors LLC | 0.12% | Reduce -62.9% | 2,445 | $209K |
| Y.D. More Investments Ltd | 0.02% | Add +232.9% | 2,430 | $208K |
| First Trust Direct Indexing L.P. | 0.01% | New | 2,413 | $207K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -4.0% | 2,412 | $207K |
| Stonebrook Private Inc. | 0.06% | Reduce -27.4% | 2,402 | $206K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -4.8% | 2,380 | $204K |
| Three Bridge Wealth Advisors, LLC | 0.08% | New | 2,341 | $201K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.9% | 2,236 | $194K |
| Family Firm, Inc. | 0.04% | New | 2,238 | $192K |
| Signaturefd, LLC | 0.00% | Reduce -35.9% | 2,180 | $187K |
| Byrne Asset Management LLC | 0.15% | Reduce -3.6% | 2,109 | $182K |
| Wetzel Investment Advisors, Inc. | 0.10% | No change | 2,210 | $180K |
| Tyler-Stone Wealth Management | 0.07% | No change | 2,096 | $180K |
| Vestor Capital, LLC | 0.01% | No change | 2,031 | $174K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 2,010 | $172K |
| Colonial Trust Advisors | 0.02% | Reduce -6.6% | 1,970 | $169K |
| Mitchell Sinkler & Starr | 0.04% | No change | 1,950 | $167K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 1,930 | $165K |
| Acropolis Investment Management, LLC | 0.01% | Add +46.8% | 1,913 | $164K |
| AlphaCore Capital LLC | 0.04% | Reduce -13.9% | 1,900 | $163K |
| Lanark Financial, Inc. | 0.01% | Reduce -10.7% | 1,873 | $160K |
| Caldwell Sutter Capital, Inc. | 0.08% | No change | 1,862 | $159K |
| Addison Advisors LLC | 0.05% | Reduce -16.6% | 1,813 | $155K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | No change | 1,800 | $154K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +30.6% | 1,735 | $148K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -33.2% | 1,686 | $144K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +62.1% | 1,684 | $144K |
| GAMMA Investing LLC | 0.02% | Add +452.2% | 1,629 | $140K |
| Scarborough Advisors, LLC | 0.05% | Reduce -12.8% | 1,536 | $132K |
| Operose Advisors LLC | 0.05% | No change | 1,500 | $128K |
| Quantbot Technologies LP | 0.01% | New | 1,453 | $124K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 1,430 | $122K |
| MV Capital Management, Inc. | 0.01% | No change | 1,386 | $119K |
| Avion Wealth | 0.03% | Add +40.4% | 1,384 | $118K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,364 | $117K |
| HHM Wealth Advisors, LLC | 0.02% | Add +4.2% | 1,311 | $112K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +6.5% | 1,276 | $109K |
| ORG Partners LLC | 0.01% | New | 1,248 | $107K |
| Franklin Resources Inc. | 0.00% | Add +38.0% | 1,217 | $104K |
| JFS Wealth Advisors, LLC | 0.01% | Add +12.2% | 1,172 | $100K |
| Clearstead Advisors, LLC | 0.00% | Add +12.2% | 1,155 | $99K |
| Activest Wealth Management | 0.03% | Reduce -25.1% | 1,141 | $98K |
| Bangor Savings Bank | 0.01% | No change | 1,100 | $94K |
| Winch Advisory Services, LLC | 0.03% | Add +0.3% | 1,047 | $90K |
| Continuum Advisory, LLC | 0.01% | No change | 1,041 | $89K |
| CVA Family Office, LLC | 0.02% | Reduce -16.0% | 1,014 | $87K |
| Ancora Advisors LLC | 0.00% | Reduce -9.1% | 996 | $85K |
| Investors Research Corp | 0.02% | No change | 951 | $81K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -23.1% | 926 | $79K |
| SYM FINANCIAL Corp | 0.01% | No change | 908 | $78K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 900 | $77K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +185.8% | 889 | $76K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -83.5% | 836 | $72K |
| Bokf, NA | 0.00% | New | 824 | $71K |
| Independence Bank of Kentucky | 0.02% | Add +34.5% | 815 | $70K |
| Paladin Advisory Group, LLC | 0.05% | No change | 807 | $69K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 801 | $69K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -45.7% | 800 | $69K |
| First Community Trust NA | 0.06% | No change | 794 | $68K |
| Cornerstone Planning Group LLC | 0.02% | Add +2.0% | 818 | $67K |
| Capital Analysts, LLC | 0.00% | Add +110.1% | 727 | $62K |
| Provident Wealth Management, LLC | 0.02% | No change | 711 | $61K |
| Centennial Bank | 0.03% | Reduce -9.3% | 706 | $60K |
| Smartleaf Asset Management LLC | 0.01% | New | 667 | $58K |
| Blue Trust, Inc. | 0.00% | No change | 698 | $57K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -45.3% | 657 | $56K |
| Caitlin John, LLC | 0.04% | Add +1631.4% | 606 | $52K |
| Sage Mountain Advisors LLC | 0.00% | Add +26.0% | 558 | $48K |
| Integrity Financial Corp | 0.03% | Add +0.4% | 545 | $47K |
| Principal Securities, Inc. | 0.00% | Add +4.8% | 541 | $46K |
| Financial Management Professionals, Inc. | 0.01% | No change | 510 | $44K |
| United Community Bank | 0.02% | No change | 509 | $44K |
| NFSG Corp | 0.02% | Reduce -43.8% | 507 | $43K |
| West Branch Capital LLC | 0.02% | No change | 499 | $43K |
| Webster Bank, N. A. | 0.00% | Add +390.0% | 490 | $42K |
| Godsey & Gibb, Inc. | 0.00% | New | 470 | $40K |
| WR Wealth Planners, LLC | 0.01% | No change | 457 | $39K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.0% | 456 | $39K |
| Private Ocean, LLC | 0.00% | No change | 453 | $39K |
| Farther Finance Advisors, LLC | 0.00% | Add +371.9% | 453 | $39K |
| Register Financial Advisors LLC | 0.02% | No change | 437 | $37K |
| Versant Capital Management, Inc | 0.01% | New | 427 | $37K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +6.5% | 407 | $35K |
| Deutsche Bank AG | 0.00% | No change | 379 | $32K |
| Arax Advisory Partners | 0.00% | New | 370 | $32K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | Add +270.0% | 370 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -1.6% | 365 | $31K |
| Westside Investment Management, Inc. | 0.01% | No change | 356 | $30K |
| Salem Investment Counselors Inc. | 0.00% | Add +40.6% | 346 | $30K |
| Allworth Financial LP | 0.00% | Reduce -6.8% | 340 | $29K |
| Anchor Investment Management, LLC | 0.00% | New | 337 | $29K |
| Castleview Partners, LLC | 0.02% | Reduce -8.7% | 326 | $28K |
| Rice Partnership, LLC | 0.01% | No change | 319 | $27K |
| Gradient Investments LLC | 0.00% | New | 308 | $26K |
| PSI Advisors, LLC | 0.01% | No change | 288 | $25K |
| Concord Wealth Partners | 0.00% | No change | 288 | $25K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +29.6% | 280 | $24K |
| Red Tortoise LLC | 0.01% | Add +0.4% | 273 | $23K |
| Private Capital Management LLC | 0.00% | No change | 269 | $23K |
| First Command Advisory Services, Inc. | 0.00% | No change | 266 | $23K |
| Bessemer Group Inc. | 0.00% | No change | 261 | $22K |
| Solstein Capital, LLC | 0.01% | No change | 243 | $21K |
| Triad Wealth Partners, LLC | 0.01% | New | 236 | $20K |
| SJS Investment Consulting Inc. | 0.00% | No change | 233 | $20K |
| Archer Investment Corp | 0.01% | No change | 227 | $19K |
| Key Financial Inc | 0.00% | No change | 222 | $19K |
| City Holding Co. | 0.00% | Add +10.5% | 221 | $19K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 220 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 215 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 214 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 208 | $18K |
| Glassman Wealth Services | 0.00% | Add +77.8% | 208 | $18K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 197 | $17K |
| NorthRock Partners, LLC | 0.00% | New | 194 | $17K |
| Pacific Center for Financial Services | 0.00% | No change | 180 | $15K |
| Covestor Ltd | 0.01% | Add +12.3% | 173 | $15K |
| M&R Capital Management Inc. | 0.00% | Reduce -63.2% | 175 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 173 | $15K |
| Sunbelt Securities, Inc. | 0.00% | New | 169 | $14K |
| American National Bank & Trust | 0.00% | New | 168 | $14K |
| REAP Financial Group, LLC | 0.00% | Reduce -3.0% | 160 | $14K |
| Opal Wealth Advisors, LLC | 0.00% | New | 145 | $12K |
| Community Bank, N.A. | 0.00% | No change | 139 | $12K |
| PFS Partners, LLC | 0.01% | Add +0.7% | 137 | $12K |
| Beacon Capital Management, LLC | 0.00% | Add +1160.0% | 126 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 119 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 115 | $10K |
| SouthState Bank Corp | 0.00% | No change | 115 | $10K |
| Financial Connections Group, Inc. | 0.00% | No change | 115 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 102 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 102 | $9K |
| Sandy Spring Bank | 0.00% | New | 101 | $9K |
| Cedar Wealth Management, LLC | 0.00% | No change | 100 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 100 | $9K |
| Wellington Shields & Co., LLC | 0.00% | No change | 96 | $8K |
| Balentine LLC | 0.00% | No change | 96 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -31.9% | 94 | $8K |
| Founders Capital Management | 0.01% | New | 93 | $8K |
| Crewe Advisors LLC | 0.00% | New | 91 | $8K |
| Strategic Financial Concepts, LLC | 0.00% | Add +31.1% | 21,344 | $8K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 87 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -60.1% | 83 | $7K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 78 | $7K |
| HM Payson & Co. | 0.00% | New | 74 | $6K |
| Tower View Wealth Management LLC | 0.00% | No change | 67 | $6K |
| Eukles Asset Management | 0.00% | No change | 67 | $6K |
| Logan Capital Management Inc. | 0.00% | Add +1.5% | 67 | $6K |
| Tsfg, LLC | 0.00% | No change | 61 | $5K |
| Mather Group, Llc. | 0.00% | Reduce -46.0% | 61 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -85.1% | 57 | $5K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 52 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | New | 51 | $4K |
| LRI Investments, LLC | 0.00% | New | 51 | $4K |
| BBJS Financial Advisors, LLC | 0.00% | New | 50 | $4K |
| Gold Investment Management Ltd. | 0.00% | No change | 50 | $4K |
| Missouri Trust & Investment Co | 0.00% | Reduce -81.8% | 50 | $4K |
| Tidemark, LLC | 0.00% | No change | 45 | $4K |
| Union Savings Bank | 0.00% | New | 42 | $4K |
| Legacy Bridge, LLC | 0.00% | New | 37 | $3K |
| Dogwood Wealth Management LLC | 0.00% | New | 37 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 41 | $3K |
| Macroview Investment Management LLC | 0.00% | No change | 34 | $3K |
| Pineridge Advisors LLC | 0.00% | New | 33 | $3K |
| Hobbs Group Advisors, LLC | 0.00% | — | 30 | $3K |
| Element Wealth, LLC | 0.00% | No change | 28 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 27 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 21 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 10 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 6 | $1K |
| Daiwa Securities Group Inc. | 0.00% | New | 14 | $1K |
| Toronto Dominion Bank | 0.00% | Reduce -96.2% | 3 | $257 |
| Aspire Private Capital, LLC | 0.00% | No change | 1 | $86 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $86 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 85 | $1 |
"% 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.