SS Comm Select Sector SPDRXLCETF

13F holders, Q3 2024 (September 30)
958holders +31
99new positions
70sold out
7famous investors
$90.43avg. 13F price*

At the end of Q3 2024, 958 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, up 31 from Q2 2024. 99 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($4.0B), JPMorgan Chase & Co. ($802.4M) and Barclays PLC ($741.6M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS Comm Select Sector SPDR
Filed as
SELECT SECTOR SPDR TR (Q3 2024)
CUSIP
81369Y852
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions99$245.0M
Exits70$198.1M

All 13F filers, Q2 2024 → Q3 2024: 9,324,633 shares bought and 24,188,834 shares sold, net −14,864,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 958 holders

Bank of America Corp. 0.35% Reduce -4.1% 44,362,141 $4.0B
JPMorgan Chase & Co. 0.06% Reduce -2.1% 8,876,139 $802.4M
Barclays PLC 0.33% Reduce -26.9% 8,203,918 $741.6M
Wells Fargo & Company 0.16% Add +7.9% 7,501,339 $678.1M
Morgan Stanley 0.04% Reduce -0.3% 6,471,548 $585.0M
LPL Financial LLC 0.19% Add +3.3% 4,691,450 $424.1M
Envestnet Asset Management Inc. 0.13% Reduce -27.7% 4,602,429 $416.1M
Ameriprise Financial Inc. 0.09% Add +1.3% 3,869,690 $349.8M
Raymond James & Associates 0.19% Reduce -27.0% 3,504,244 $316.8M
UBS Group AG 0.08% Reduce -3.0% 3,332,564 $301.3M
Charles Schwab Investment Management Inc. 0.06% Reduce -3.2% 3,276,449 $296.2M
CHURCHILL MANAGEMENT Corp 3.26% Reduce -36.7% 3,146,696 $284.5M
Migdal Insurance & Financial Holdings Ltd. 4.35% Reduce -21.2% 2,973,032 $268.8M
Main Management ETF Advisors, LLC 12.67% Add +2.5% 2,956,875 $267.3M
Cibc World Market Inc. 0.57% Add +69.7% 2,820,431 $255.0M
Janney Montgomery Scott LLC 0.70% Reduce -29.9% 2,776,609 $251.0M
Truist Financial Corp. 0.37% Reduce -29.2% 2,597,350 $234.8M
State Street Corp. 0.01% Add +226.8% 2,462,512 $222.6M
WestEnd Advisors, LLC 4.83% Reduce -33.8% 2,175,989 $196.7M
Harel Insurance Investments & Financial Services Ltd. 3.23% Add +0.0% 2,068,350 $187.0M
BlackRock, Inc. 0.00% — 1,757,674 $158.9M
PGIM Custom Harvest LLC 2.70% Add +7.9% 1,473,397 $133.2M
Royal Bank of Canada 0.03% Reduce -2.5% 1,398,458 $126.4M
Agf Management Ltd. 0.63% Reduce -4.8% 1,368,863 $123.7M
CW Advisors, LLC 1.25% Reduce -1.1% 1,037,983 $93.8M
Main Management LLC 7.52% Add +0.1% 1,011,475 $91.4M
Raymond James Financial Services Advisors, Inc. 0.11% Add +37.8% 892,580 $80.7M
Meitav Investment House Ltd. 1.32% Reduce -47.5% 868,406 $78.5M
Goldman Sachs Group Inc. 0.01% Add +17.4% 835,504 $75.5M
Fisher Asset Management 0.03% Reduce -26.3% 773,865 $70.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.87% Add +3.3% 762,668 $68.9M
Stifel Financial Corp. 0.07% Reduce -17.8% 738,775 $66.8M
Main Management Fund Advisors LLC 11.37% Add +8.4% 733,400 $66.3M
J.Safra Asset Management Corp 6.23% Add +2.2% 728,670 $65.6M
Victory Capital Management Inc. 0.06% Reduce -33.7% 682,175 $61.7M
Foundations Investment Advisors, LLC 1.28% Add +18.8% 674,985 $61.0M
Marshall Wace, LLP 0.08% New 656,823 $59.4M
KCM Investment Advisors LLC 1.98% Reduce -0.0% 641,751 $58.0M
BNP Paribas Financial Markets 0.05% Add +25.4% 602,293 $54.4M
Assetmark, Inc. 0.15% Reduce -13.7% 560,674 $50.7M
Diversified, LLC 5.32% Add +0.3% 536,443 $48.5M
Diversified Enterprises, LLC 5.32% — 536,443 $48.5M
Donaldson Capital Management, LLC 1.86% Add +4.8% 535,220 $48.4M
Swan Global Investments, LLC 2.27% Reduce -10.2% 521,614 $47.2M
RiverFront Investment Group, LLC 1.06% Add +4.7% 498,707 $45.1M
HighTower Advisors, LLC 0.06% Reduce -0.6% 451,234 $40.8M
Qube Research & Technologies Ltd 0.07% Add +96.5% 425,990 $38.5M
Northern Trust Corp. 0.01% Reduce -1.5% 425,005 $38.4M
Moss Adams Wealth Advisors LLC 4.16% Add +3.0% 419,969 $38.0M
Advisory Alpha, LLC 1.29% Add +16.8% 403,054 $36.4M
Alps Advisors Inc. 0.24% Add +5.6% 398,192 $36.0M
Cetera Investment Advisers 0.08% Reduce -13.4% 397,716 $36.0M
MML Investors Services, LLC 0.13% Reduce -3.0% 383,024 $34.6M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4.45% Reduce -0.4% 359,100 $32.5M
Commonwealth Equity Services, LLC 0.05% Reduce -5.3% 353,346 $31.9M
Janney Capital Management LLC 2.15% Reduce -3.1% 352,450 $31.9M
Rockefeller Capital Management L.P. 0.08% Reduce -7.6% 346,341 $31.3M
Gerber Kawasaki Wealth & Investment Management 1.31% Add +4.0% 316,047 $28.6M
Oppenheimer Asset Management Inc. 0.33% Reduce -1.1% 299,365 $27.1M
Cwm, LLC 0.11% Add +6.1% 287,353 $26.0M
Lido Advisors, LLC 0.18% Reduce -5.8% 266,990 $24.1M
Fifth Third Bancorp 0.09% Reduce -2.5% 262,471 $23.7M
Spire Wealth Management 0.78% Reduce -19.3% 255,077 $23.1M
1832 Asset Management L.P. 0.04% Reduce -28.9% 241,175 $21.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.80% Reduce -23.8% 240,156 $21.7M
Mizuho Bank, Ltd. 4.23% No change 237,000 $21.4M
Tocqueville Asset Management L.P. 0.33% Reduce -0.0% 234,028 $21.2M
Citigroup Inc. 0.02% Reduce -6.3% 229,637 $20.8M
Virtu Financial LLC 1.12% New 225,002 $20.3M
Osaic Holdings, Inc. 0.05% Reduce -25.9% 222,796 $20.1M
Sanctuary Advisors, LLC 0.13% Reduce -6.2% 203,890 $19.8M
Full Sail Capital, LLC 1.23% Add +0.2% 211,558 $19.1M
Asset Advisors Investment Management, LLC 1.98% Add +11.5% 210,815 $19.1M
Peapack Gladstone Financial Corp. 0.27% Reduce -0.1% 207,851 $18.8M
Anfield Capital Management, LLC 7.02% Add +20.5% 203,673 $18.4M
Graypoint LLC 1.18% Reduce -3.3% 202,611 $18.3M
Mirae Asset Securities (usa) Inc. 1.05% New 201,394 $18.2M
Focus Partners Wealth 0.06% Reduce -6.9% 199,589 $18.0M
TCV Trust & Wealth Management, Inc. 1.61% Add +0.8% 199,122 $18.0M
Cambridge Investment Research Advisors, Inc. 0.06% Add +35.4% 198,803 $18.0M
Westwood Holdings Group Inc. 0.14% Add +38.0% 197,183 $17.8M
Miller Investment Management, LP 1.83% Add +0.2% 194,770 $17.6M
IMZ Advisory Inc 8.06% Add +0.1% 191,774 $17.4M
Bellwether Advisors, LLC 3.33% Add +27.4% 191,881 $17.3M
Clarity Financial LLC 1.96% Add +3.6% 184,429 $16.7M
Ayalon Insurance Comp Ltd. 5.14% Add +0.5% 182,434 $16.5M
PNC Financial Services Group, Inc. 0.01% Reduce -19.8% 177,336 $16.0M
AE Wealth Management LLC 0.14% Add +14.5% 176,113 $15.9M
First Interstate Bank 0.97% Add +33.9% 175,926 $15.9M
McElhenny Sheffield Capital Management, LLC 5.15% New 173,837 $15.7M
Captrust Financial Advisors 0.04% Reduce -2.0% 164,657 $14.9M
Marks Wealth, LLC 6.20% Reduce -67.4% 159,690 $14.4M
Private Advisor Group, LLC 0.09% Reduce -5.4% 158,862 $14.4M
D. E. Shaw & Co. 0.02% New 154,910 $14.0M
Cavalier Investments, LLC 4.28% Add +458.2% 154,242 $13.9M
WBH Advisory Inc. 1.32% Reduce -0.0% 153,940 $13.9M
NewEdge Advisors, LLC 0.09% Reduce -0.2% 152,944 $13.8M
Prudential PLC 0.07% New 152,500 $13.8M
Petredis Investment Advisors LLC 1.42% Add +0.1% 147,712 $13.4M
Trek Financial, LLC 0.98% Reduce -4.0% 145,378 $13.1M
Dakota Wealth Management 0.30% Add +4.3% 145,033 $13.1M
Tudor Investment Corporation 0.14% New 140,642 $12.7M
Itau Unibanco Holding S.A. 0.41% New 138,700 $12.5M
Kestra Advisory Services, LLC 0.07% Add +4.3% 137,288 $12.4M
Spinnaker Trust 0.76% Reduce -0.1% 136,564 $12.3M
Krilogy Financial LLC 0.84% Reduce -6.3% 135,638 $12.3M
Mercer Global Advisors Inc. 0.03% Add +3.1% 134,367 $12.2M
Theory Financial LLC 5.31% Add +2.3% 130,915 $12.0M
Stillwater Capital Advisors, LLC 1.55% Reduce -0.2% 132,844 $12.0M
Analyst IMS Investment Management Services Ltd. 0.46% Add +243.4% 132,451 $12.0M
Harbour Trust & Investment Management Co 1.36% Reduce -8.3% 132,364 $12.0M
Alliancebernstein L.P. 0.00% New 127,841 $11.6M
RFG Advisory, LLC 0.35% Add +27.3% 126,743 $11.5M
Innealta Capital, LLC 4.65% Add +11.7% 126,060 $11.4M
Centaurus Financial, Inc. 0.72% Reduce -38.1% 125,674 $11.4M
EP Wealth Advisors, LLC 0.10% Add +9.3% 125,580 $11.4M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -11.3% 124,659 $11.2M
Robertson Stephens Wealth Management, LLC 0.41% Reduce -23.8% 122,575 $11.1M
Mariner, LLC 0.02% Reduce -36.1% 122,570 $11.1M
CWA Asset Management Group, LLC 0.59% — 122,173 $11.0M
DAVENPORT & Co LLC 0.06% Reduce -23.0% 121,648 $11.0M
Equitable Holdings, Inc. 0.11% Reduce -8.8% 120,502 $10.9M
Rothschild Wealth LLC 3.25% Add +84.0% 18,982 $10.9M
Spectrum Wealth Counsel, LLC 1.25% Reduce -36.3% 117,045 $10.6M
Virtue Capital Management, LLC 2.12% Reduce -9.4% 116,939 $10.6M
Merit Financial Group, LLC 0.23% Add +0.6% 116,158 $10.5M
Bank Hapoalim BM 1.66% Reduce -1.4% 115,853 $10.5M
Aptus Capital Advisors, LLC 0.16% Add +6686.2% 114,416 $10.3M
Jane Street Group, LLC 0.02% Add +132.7% 113,141 $10.2M
Vickerman Investment Advisors, Inc. 2.97% Add +0.8% 111,835 $10.1M
Ashton Thomas Private Wealth, LLC 0.54% Add +8.5% 111,705 $10.1M
Prosperity Consulting Group, LLC 0.78% New 111,042 $10.0M
Old National Bancorp 0.23% Reduce -7.3% 109,581 $9.9M
SG Americas Securities, LLC 0.04% Reduce -34.5% 109,147 $9.9M
Evolution Wealth Advisors, LLC 1.75% Add +0.2% 107,372 $9.7M
GTS Securities LLC 0.19% Reduce -27.8% 106,015 $9.6M
Bank of Montreal 0.00% Reduce -5.0% 104,980 $9.4M
United Capital Financial Advisors, LLC 0.08% Reduce -1.3% 104,383 $9.4M
Leuthold Group, LLC 1.04% Reduce -18.1% 103,644 $9.4M
Tucker Asset Management LLC 2.15% Reduce -29.4% 102,303 $9.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -9.9% 100,561 $9.1M
Millennium Management 0.01% Add +7.4% 100,533 $9.1M
Cubist Systematic Strategies, LLC 0.14% Add +1355.6% 99,706 $9.0M
Venture Visionary Partners LLC 0.40% Add +8.1% 99,622 $9.0M
Biltmore Wealth Management, LLC 3.68% Reduce -22.1% 98,977 $8.9M
Estate Counselors, LLC 0.92% Reduce -0.1% 98,557 $8.9M
CMH Wealth Management LLC 2.08% Reduce -1.6% 97,581 $8.8M
Winthrop Capital Management, LLC 4.15% Add +2.1% 96,427 $8.7M
CoreCap Advisors, LLC 0.41% Reduce -3.1% 96,010 $8.7M
Steward Partners Investment Advisory, LLC 0.08% Add +7.5% 94,607 $8.6M
Prudential Financial Inc. 0.01% Reduce -31.2% 93,600 $8.5M
Corient Private Wealth LP 0.01% Reduce -15.4% 92,961 $8.4M
Premier Path Wealth Partners, LLC 1.32% Add +7.7% 92,371 $8.4M
Proquility Private Wealth Partners, LLC 2.67% Add +0.3% 92,091 $8.3M
US Bancorp \de 0.01% Reduce -0.0% 91,483 $8.3M
Advisory Services Network, LLC 0.17% No change 95,246 $8.2M
Martin & Co. Inc. 1.92% Reduce -0.9% 90,095 $8.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.02% Reduce -22.4% 88,866 $8.0M
Client First Capital LLC 4.32% Reduce -34.6% 86,540 $7.8M
IHT Wealth Management, LLC 0.22% Reduce -36.8% 85,444 $7.7M
Atlas Capital Advisors Inc. 1.17% Reduce -22.4% 84,332 $7.6M
Comerica Bank 0.03% Reduce -2.5% 84,295 $7.6M
Chemung Canal Trust Co. 1.52% Reduce -16.1% 83,398 $7.5M
MAI Capital Management 0.07% Add +0.9% 81,873 $7.4M
Founders Financial Securities LLC 0.68% Add +15.0% 81,180 $7.3M
Baird Financial Group, Inc. 0.01% Add +8.6% 81,153 $7.3M
Avestar Capital, LLC 0.79% Reduce -4.5% 79,877 $7.2M
Advisor OS, LLC 0.71% Add +7.5% 79,324 $7.2M
Waterloo Capital, L.P. 0.78% Reduce -18.5% 79,007 $7.1M
Long Run Wealth Advisors, LLC 1.68% Add +0.6% 78,946 $7.1M
Integrated Wealth Concepts LLC 0.08% Add +1.5% 75,842 $6.9M
Blair William & Co. 0.02% Reduce -19.7% 74,095 $6.7M
Bar Harbor Wealth Management 0.42% Add +0.5% 73,439 $6.6M
Prestige Wealth Management Group LLC 1.37% Reduce -2.3% 73,298 $6.6M
Orange Investment Advisors, Inc. 0.72% Reduce -5.4% 72,198 $6.5M
Pinnacle Associates Ltd. 0.11% Reduce -28.3% 89,531 $6.5M
Carnegie Investment Counsel 0.19% Add +1.9% 71,309 $6.4M
Benjamin Edwards Inc. 0.09% Add +256.8% 70,421 $6.4M
Atria Investments, Inc 0.08% Reduce -27.4% 70,011 $6.3M
Pathstone Holdings, LLC 0.03% Reduce -0.1% 69,805 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.2% 68,804 $6.2M
Orleans Capital Management Corp. 3.51% Add +0.6% 68,393 $6.2M
Oppenheimer & Co. Inc. 0.09% Reduce -9.9% 68,213 $6.2M
Squarepoint Ops LLC 0.02% New 65,963 $6.0M
Hilton Capital Management, LLC 0.46% Reduce -78.4% 65,789 $5.9M
Continuum Wealth Advisors, LLC 3.17% Reduce -15.0% 65,467 $5.9M
M&T Bank Corp 0.02% Add +31.9% 65,404 $5.9M
Sykon Capital LLC 2.09% Add +8.6% 65,374 $5.9M
Forbes J M & Co. LLP 0.57% No change 64,548 $5.8M
Conservest Capital Advisors, Inc. 0.60% Add +0.1% 71,141 $5.8M
D. Scott Neal, Inc. 3.07% Add +4.2% 64,199 $5.8M
Harrell Investment Partners, LLC 1.63% Reduce -17.9% 63,691 $5.8M
Colton Groome Financial Advisors, LLC 2.14% Reduce -0.1% 63,159 $5.7M
Harbor Capital Advisors, Inc. 0.25% Add +1.1% 63,019 $5.7M
Stratos Wealth Partners, LTD. 0.08% Reduce -1.0% 62,930 $5.7M
Concurrent Investment Advisors, LLC 0.17% Reduce -27.9% 62,191 $5.6M
WealthCare Investment Partners, LLC 2.46% Reduce -2.4% 62,521 $5.6M
High Note Wealth, LLC 1.59% Reduce -0.8% 61,563 $5.6M
Schmidt P J Investment Management Inc. 0.96% Add +7.7% 61,513 $5.6M
Park Avenue Securities LLC 0.06% Add +103.0% 61,224 $5.5M
Global Retirement Partners, LLC 0.17% Reduce -3.8% 60,855 $5.5M
Citadel Advisors 0.01% Reduce -84.6% 59,439 $5.4M
Ascent Wealth Partners, LLC 0.75% Reduce -40.4% 59,413 $5.4M
Stephens Inc. 0.07% Reduce -15.3% 57,437 $5.2M
First Merchants Corp. 0.20% Reduce -0.2% 56,698 $5.1M
Cresset Asset Management, LLC 0.02% Add +3.5% 56,037 $5.1M
Roundview Capital LLC 0.36% Add +0.7% 55,491 $5.0M
B. Riley Wealth Advisors, Inc. 0.14% Add +10.4% 55,213 $5.0M
Leicht Financial Planning & Wealth Management, Inc. 2.50% Add +1.0% 54,988 $5.0M
Jmac Enterprises LLC 0.79% Reduce -2.0% 54,894 $5.0M
Pallas Capital Advisors LLC 0.21% Reduce -3.7% 54,447 $4.9M
Wall Street Financial Group, Inc. 5.16% Add +74.8% 54,136 $4.9M
Essex LLC 1.00% Add +9.7% 54,086 $4.9M
Darwin Wealth Management, LLC 1.32% Reduce -6.3% 53,150 $4.8M
Sharper & Granite LLC 2.13% Add +0.6% 52,725 $4.8M
AlphaMark Advisors, LLC 1.62% Reduce -11.9% 51,906 $4.7M
WESPAC Advisors SoCal, LLC 1.08% Reduce -8.7% 51,713 $4.7M
Callan Capital, LLC 0.33% Reduce -5.1% 51,536 $4.7M
Dai-ichi Life Holdings, Inc. 5.41% Add +13.8% 51,200 $4.6M
Baker Avenue Asset Management, LP 0.15% Add +9.4% 50,602 $4.6M
Financial Enhancement Group LLC 0.89% Reduce -34.1% 76,253 $4.6M
Maven Securities LTD 0.52% Add +1678.6% 50,512 $4.6M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -4.1% 50,219 $4.5M
Eastern Bank 0.08% Add +9.2% 49,009 $4.4M
Mutual Advisors, LLC 0.13% Reduce -39.7% 48,821 $4.4M
NorthCoast Asset Management LLC 0.03% Reduce -0.0% 49,061 $4.4M
Trust Co 0.52% Add +22.1% 47,677 $4.3M
Transcend Capital Advisors, LLC 0.28% Reduce -25.5% 46,323 $4.2M
Providence First Trust Co 1.77% Reduce -2.1% 46,160 $4.2M
5th Street Advisors, LLC 2.02% Reduce -1.2% 45,992 $4.2M
Gladstone Institutional Advisory LLC 0.20% Add +21.8% 45,819 $4.1M
Vaughan David Investments LLC 0.09% Add +0.1% 45,603 $4.1M
Trust Co. of Oklahoma 1.34% Add +17.6% 45,571 $4.1M
Simmons Bank 0.29% Reduce -0.0% 44,185 $4.0M
Clal Insurance Enterprises Holdings Ltd 0.04% Add +2350.0% 44,100 $4.0M
Tritonpoint Wealth, LLC 0.36% Add +3.8% 44,289 $4.0M
Terra Nova Asset Management LLC 2.96% Add +1.3% 44,065 $4.0M
CX Institutional 0.18% Add +422.9% 43,961 $4.0M
Cornerstone Advisors, LLC 0.16% Add +198.0% 43,800 $4.0M
Great Valley Advisor Group, Inc. 0.10% Reduce -27.6% 43,773 $4.0M
HSBC Holdings PLC 0.00% Add +55.5% 43,264 $3.9M
Western Wealth Management, LLC 0.22% Add +13.6% 42,841 $3.9M
Freedom Investment Management, Inc. 0.31% Reduce -17.4% 42,732 $3.9M
Toth Financial Advisory Corp. 0.45% Add +6.6% 42,535 $3.8M
FMR LLC 0.00% Add +28.2% 42,526 $3.8M
Ciovacco Capital Management LLC 2.16% Reduce -19.8% 40,938 $3.7M
Axxcess Wealth Management, LLC 0.09% Reduce -7.5% 40,721 $3.7M
TrinityPoint Wealth, LLC 0.52% Reduce -31.3% 40,262 $3.6M
Banco Santander, S.A. 0.04% Reduce -7.0% 40,198 $3.6M
Y-Intercept (Hong Kong) Ltd 0.22% Add +52.2% 39,658 $3.6M
Friedenthal Financial 2.08% Add +2.2% 39,384 $3.6M
Transamerica Financial Advisors, LLC 0.34% Reduce -4.3% 38,703 $3.5M
Independent Financial Group, LLC 0.13% Reduce -24.7% 38,571 $3.5M
Dumont & Blake Investment Advisors LLC 0.93% Reduce -50.1% 38,531 $3.5M
Lowe Brockenbrough & Co. Inc. 0.22% Reduce -2.4% 37,970 $3.4M
McCollum Christoferson Group LLC 0.99% Add +8.0% 37,915 $3.4M
Ridgepath Capital Management LLC 2.71% Add +2.8% 37,640 $3.4M
Symmetry Partners, LLC 0.81% Reduce -78.4% 37,632 $3.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.3% 37,284 $3.4M
Fsa Wealth Partners, Inc. 0.81% Add +35.4% 37,038 $3.3M
Cooksen Wealth, LLC 3.11% Add +4.9% 36,780 $3.3M
Raymond James Trust N.A. 0.07% Reduce -19.5% 36,453 $3.3M
Horizon Investments, LLC 0.09% Reduce -87.0% 35,967 $3.3M
Creative Planning 0.00% Add +7.1% 35,781 $3.2M
Strategic Financial Partners, Ltd. 1.64% Add +3.9% 35,503 $3.2M
OMERS ADMINISTRATION Corp 0.03% New 35,500 $3.2M
Transatlantique Private Wealth LLC 1.21% Add +14.1% 34,946 $3.2M
Prime Capital Investment Advisors, LLC 0.04% Add +0.9% 34,850 $3.2M
James Investment Research, Inc. 0.36% Reduce -2.6% 34,663 $3.1M
SkyView Investment Advisors, LLC 0.52% Add +7.2% 34,444 $3.1M
Creative Financial Designs Inc. 0.26% Add +9.4% 34,429 $3.1M
Nwam LLC 0.19% New 34,147 $3.1M
Marion Wealth Management 0.81% Add +3.5% 33,590 $3.0M
Kingsview Wealth Management, LLC 0.06% Reduce -89.5% 33,523 $3.0M
Treynor Bancshares, Inc. 3.02% Add +0.2% 32,582 $2.9M
Bray Capital Advisors 0.71% Reduce -11.2% 31,949 $2.9M
Venturi Wealth Management, LLC 0.15% Add +34.1% 31,947 $2.9M
First Trust Investment Solutions L.P. 0.33% Reduce -20.3% 31,912 $2.9M
&partners 0.06% Add +60.3% 31,802 $2.9M
Integrated Advisors Network LLC 0.14% Reduce -20.9% 31,245 $2.8M
Elevation Point Wealth Partners, LLC 0.27% Reduce -21.1% 31,234 $2.8M
Brookstone Capital Management 0.04% Add +6.5% 30,817 $2.8M
Buckingham Capital Management, Inc. 0.32% Add +3.7% 30,647 $2.8M
Tower Research Capital LLC (TRC) 0.07% Add +220.1% 30,589 $2.8M
Canton Hathaway, LLC 0.69% Add +1.0% 30,449 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -85.7% 30,172 $2.7M
Signal Advisors Wealth, LLC 0.39% New 29,955 $2.7M
NWF Advisory Services Inc. 0.39% New 29,528 $2.7M
Zullo Investment Group, Inc. 1.11% Add +1.2% 29,524 $2.7M
Centric Wealth Management 0.71% Add +686.0% 27,919 $2.7M
TD Waterhouse Canada Inc. 0.02% Reduce -8.0% 29,394 $2.7M
Private Wealth Advisors, LLC 1.08% Reduce -0.9% 29,192 $2.6M
Transform Wealth, LLC 0.17% New 29,126 $2.6M
Smart Portfolios, LLC 2.68% Reduce -16.4% 29,097 $2.6M
Foguth Wealth Management, LLC. 0.95% Reduce -40.2% 28,982 $2.6M
Jump Financial, LLC 0.05% New 28,724 $2.6M
Horizon Wealth Management, LLC 0.51% Reduce -80.0% 28,331 $2.6M
Bank of New York Mellon Corp 0.00% Reduce -15.9% 28,212 $2.6M
Novare Capital Management LLC 0.22% Reduce -3.0% 28,210 $2.6M
Chesapeake Wealth Management 0.87% Reduce -5.8% 28,053 $2.5M
Natixis Advisors, LLC 0.00% Add +45.0% 28,017 $2.5M
Nelson Capital Management, LLC 0.42% Add +10.3% 27,891 $2.5M
Beaumont Financial Advisors, LLC 0.20% Add +4.3% 27,858 $2.5M
Syon Capital LLC 0.22% Reduce -7.1% 27,820 $2.5M
Evercore Wealth Management, LLC 0.04% Reduce -1.1% 27,305 $2.5M
Level Four Advisory Services, LLC 0.10% Reduce -2.1% 26,560 $2.4M
Cary Street Partners Investment Advisory LLC 0.09% Reduce -3.5% 26,988 $2.4M
Intrua Financial, LLC 0.38% Reduce -6.1% 26,177 $2.4M
St. Johns Investment Management Company, LLC 1.10% Reduce -6.6% 25,955 $2.3M
Atria Wealth Solutions, Inc. 0.03% Reduce -24.2% 25,742 $2.3M
Susquehanna International Group, LLP 0.00% Add +216.2% 25,605 $2.3M
IAM Advisory, LLC 0.58% Reduce -1.0% 25,482 $2.3M
Avantax Advisory Services, Inc. 0.02% Reduce -81.7% 25,418 $2.3M
Cerity Partners LLC 0.01% Add +48.9% 25,398 $2.3M
AdvisorShares Investments LLC 0.44% Reduce -8.3% 25,327 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -46.9% 25,091 $2.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -19.8% 24,362 $2.2M
Patten & Patten Inc. 0.15% Reduce -0.4% 24,334 $2.2M
IFG Advisory, LLC 0.14% Reduce -1.1% 23,992 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -51.1% 23,861 $2.2M
Orion Portfolio Solutions, LLC 0.02% Reduce -51.1% 23,861 $2.2M
Naples Global Advisors, LLC 0.20% Reduce -0.4% 23,716 $2.1M
United Asset Strategies, Inc. 0.20% Add +0.2% 23,693 $2.1M
Butensky & Cohen Financial Security, Inc. 0.63% Reduce -2.0% 23,666 $2.1M
Rovin Capital /Ut/ 0.78% Add +27.1% 23,454 $2.1M
Simplex Trading, LLC 0.07% Add +108.7% 23,393 $2.1M
Apexium Financial, LP 0.14% Add +2.1% 23,345 $2.1M
RPg Family Wealth Advisory, LLC 0.68% Add +0.6% 23,283 $2.1M
Tidal Investments LLC 0.02% Add +8.6% 23,269 $2.1M
SMART Wealth LLC 0.82% Add +10.0% 23,268 $2.1M
Joel Isaacson & Co., LLC 0.10% Add +0.9% 22,898 $2.1M
One Charles Private Wealth Services, LLC 0.78% Reduce -26.4% 22,802 $2.1M
Morton Community Bank 0.54% Reduce -0.1% 22,789 $2.1M
Holderness Investments Co. 0.45% Reduce -1.0% 22,600 $2.0M
Chevy Chase Trust Holdings, LLC 0.01% Add +16.5% 22,504 $2.0M
CTC Alternative Strategies, Ltd. 2.54% New 22,500 $2.0M
EPG Wealth Management LLC 0.51% Add +0.0% 22,430 $2.0M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5.41% No change 22,260 $2.0M
Kestra Private Wealth Services, LLC 0.04% Add +7.8% 22,193 $2.0M
Quantinno Capital Management LP 0.03% Add +7.6% 22,009 $2.0M
Bank of Marin 1.61% Reduce -2.0% 22,002 $2.0M
Stockman Wealth Management, Inc. 0.30% Add +1.8% 21,699 $2.0M
Synergy Asset Management, LLC 0.30% Reduce -25.6% 21,693 $2.0M
AlphaStar Capital Management, LLC 0.16% Reduce -92.5% 21,615 $2.0M
Regal Investment Advisors LLC 0.14% Add +21.9% 21,556 $1.9M
Point Windward Advisors Inc. 0.74% Add +63.9% 21,463 $1.9M
Herbst Group, LLC 1.20% Reduce -0.6% 21,365 $1.9M
Park Edge Advisors, LLC 0.55% New 21,312 $1.9M
Wellington Shields Capital Management, LLC 0.33% Add +0.3% 21,183 $1.9M
Prospera Financial Services Inc 0.05% Reduce -33.1% 21,175 $1.9M
Realta Investment Advisors 0.88% Reduce -16.9% 21,012 $1.9M
Clarus Wealth Advisors 0.97% Add +0.6% 21,198 $1.9M
Soltis Investment Advisors LLC 0.18% Reduce -18.3% 20,627 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.28% Reduce -14.5% 20,467 $1.9M
Salomon & Ludwin, LLC 0.19% Add +0.9% 20,316 $1.8M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +1.5% 20,247 $1.8M
MontVue Capital Management, Inc. 1.40% Reduce -0.7% 20,234 $1.8M
PFG Advisors 0.12% Reduce -80.3% 20,205 $1.8M
Naples Money Management LLC 1.55% Reduce -5.2% 20,203 $1.8M
German American Bancorp, Inc. 0.19% Reduce -10.1% 20,146 $1.8M
Avitas Wealth Management LLC 0.26% Reduce -1.7% 20,129 $1.8M
Cornerstone National Bank & Trust Co 0.82% Add +1.1% 20,121 $1.8M
Roberts Wealth Advisors, LLC 0.58% Reduce -2.1% 19,985 $1.8M
Snowden Capital Advisors LLC 0.05% Reduce -41.4% 19,966 $1.8M
Hilltop Holdings Inc. 0.12% Add +180.1% 19,855 $1.8M
CreativeOne Wealth, LLC 0.06% Add +88.4% 19,837 $1.8M
Bragg Financial Advisors, Inc 0.07% Add +1.3% 19,783 $1.8M
Associated Banc-Corp 0.05% Reduce -3.1% 19,637 $1.8M
Matrix Trust Co 0.33% Add +2.1% 19,615 $1.8M
DRW Securities, LLC 0.10% Add +573.8% 19,567 $1.8M
Sigma Planning Corp 0.05% Reduce -28.2% 19,560 $1.8M
Simplicity Wealth,LLC 0.16% Reduce -12.3% 19,552 $1.8M
Bfsg, LLC 0.20% Reduce -27.7% 19,490 $1.8M
Farmers & Merchants Trust Co of Chambersburg PA 0.66% Reduce -1.9% 19,098 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.8% 19,075 $1.7M
Redwood Financial Network Corp 1.34% Add +1.4% 18,988 $1.7M
Boltwood Capital Management 0.51% Reduce -3.3% 18,905 $1.7M
Guardian Asset Advisors, LLC 1.16% Reduce -2.8% 18,874 $1.7M
Sigma Investment Counselors Inc. 0.10% Reduce -2.2% 18,847 $1.7M
Private Trust Co. NA 0.17% Reduce -8.1% 18,464 $1.7M
Donald L. Hagan, LLC 0.85% Reduce -1.0% 18,450 $1.7M
DDD Partners, LLC 0.18% Add +4.4% 18,449 $1.7M
Country Trust Bank 0.04% Reduce -2.0% 18,373 $1.7M
Advisory Resource Group 0.35% Add +2.5% 18,306 $1.7M
Whittier Trust Co. 0.02% Add +1.2% 18,104 $1.6M
Bramshill Investments, LLC 0.18% New 17,733 $1.6M
Visionary Wealth Advisors 0.10% Reduce -2.4% 17,322 $1.6M
Laurel Wealth Advisors LLC 0.25% Add +1.5% 17,013 $1.5M
Fiduciary Group, LLC 0.16% Add +18.3% 17,004 $1.5M
Signet Financial Management, LLC 0.19% Add +6.8% 16,540 $1.5M
Oak Family Advisors, LLC 0.54% Add +6.6% 16,421 $1.5M
Colony Family Offices, LLC 0.46% No change 16,384 $1.5M
Mma Asset Management LLC 0.39% Add +84.4% 18,895 $1.5M
Jones Financial Companies LLLP 0.00% Add +85.4% 16,344 $1.5M
HBW Advisory Services LLC 0.21% Reduce -45.6% 16,125 $1.5M
TAP Consulting, LLC 0.29% Reduce -36.7% 16,106 $1.5M
Fulcrum Equity Management 1.22% Add +20.6% 15,917 $1.4M
Okabena Investment Services Inc. 0.41% No change 15,916 $1.4M
Horizon Financial Services, LLC 0.85% Add +21.2% 15,900 $1.4M
Haverford Trust Co 0.01% Add +4.9% 15,803 $1.4M
AMG National Trust Bank 0.04% Reduce -19.0% 15,788 $1.4M
3EDGE Asset Management, LP 0.10% Add +28.6% 15,784 $1.4M
Vicus Capital 0.12% New 15,546 $1.4M
GeoWealth Management, LLC 0.05% Reduce -58.1% 15,535 $1.4M
Flagship Harbor Advisors, LLC 0.08% Reduce -1.0% 15,372 $1.4M
Everstar Asset Management, LLC 0.95% — 15,302 $1.4M
D.B. Root & Company, LLC 0.45% Reduce -0.9% 15,165 $1.4M
Avior Wealth Management, LLC 0.05% Reduce -4.6% 15,085 $1.4M
Pine Valley Investments Ltd Liability Co 0.09% Add +3.0% 15,083 $1.4M
Nvwm, LLC 0.35% Reduce -0.5% 15,064 $1.4M
Elevated Capital Advisors, LLC 0.36% Add +10.7% 15,055 $1.4M
Glenview Trust Co 0.03% Reduce -2.6% 14,926 $1.3M
Mirador Capital Partners LP 0.24% Add +1.0% 14,825 $1.3M
Sowell Financial Services LLC 0.06% Reduce -28.5% 14,685 $1.3M
RiverGlades Family Offices LLC 0.95% Add +11.1% 14,639 $1.3M
Farther Finance Advisors, LLC 0.05% Add +3119.7% 14,585 $1.3M
Peoples Financial Services Corp. 0.59% Reduce -10.7% 14,481 $1.3M
Capital Investment Advisors, LLC 0.03% Reduce -0.8% 14,411 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Add +1.4% 14,280 $1.3M
Fort Point Capital Partners LLC 0.16% Reduce -3.1% 14,347 $1.3M
Harbour Investments, Inc. 0.04% Reduce -20.4% 14,265 $1.3M
Howard Capital Management, LLC 0.02% Reduce -1.6% 14,127 $1.3M
J.W. Cole Advisors, Inc. 0.05% Reduce -15.7% 14,028 $1.3M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -1.4% 13,839 $1.3M
Atlanta Consulting Group Advisors, LLC 0.31% Add +144.1% 13,826 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -3.9% 13,525 $1.2M
WCG Wealth Advisors LLC 0.08% New 13,821 $1.2M
Raleigh Capital Management Inc. 0.47% New 13,504 $1.2M
Csenge Advisory Group 0.06% Add +1.4% 13,455 $1.2M
Mendel Capital Management LLC 0.74% Add +19.1% 13,414 $1.2M
Dearborn Partners LLC 0.05% Add +9.7% 13,344 $1.2M
Plimoth Trust Co. LLC 0.30% Reduce -3.7% 13,296 $1.2M
Dynamic Advisor Solutions LLC 0.04% Reduce -19.5% 13,190 $1.2M
NewEdge Wealth, LLC 0.02% New 13,160 $1.2M
A. D. Beadell Investment Counsel, Inc. 0.95% Reduce -1.3% 13,109 $1.2M
Leslie Global Wealth, LLC 0.57% Add +4.9% 12,927 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +6.3% 12,764 $1.2M
Patten Group, Inc. 0.26% Add +38.0% 12,719 $1.1M
Wealthcare Advisory Partners LLC 0.03% Reduce -3.7% 12,715 $1.1M
Laidlaw Wealth Management LLC 0.57% Add +2.0% 12,693 $1.1M
Encompass More Asset Management 0.44% Add +4.3% 12,675 $1.1M
Parallax Volatility Advisers, L.P. 0.03% New 12,650 $1.1M
Keybank National Association 0.00% Reduce -2.5% 12,605 $1.1M
Spirepoint Private Client, LLC 0.15% Add +15.8% 12,535 $1.1M
ARS Investment Partners, LLC 0.10% Add +15.6% 12,496 $1.1M
Perennial Investment Advisors, LLC 0.15% Add +44.4% 12,450 $1.1M
Glass Jacobson Investment Advisors llc 0.37% Reduce -4.4% 12,365 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -84.9% 12,331 $1.1M
Bailard, Inc. 0.03% Reduce -0.4% 12,242 $1.1M
Flagstar Securities, Inc. 0.28% Reduce -6.8% 12,197 $1.1M
Quartz Partners, LLC 0.69% — 12,165 $1.1M
Scotia Capital Inc. 0.01% Add +19.1% 12,140 $1.1M
Ingalls & Snyder LLC 0.04% Add +2.5% 12,054 $1.1M
Mosley Wealth Management 0.74% Add +225.4% 11,957 $1.1M
Edgestream Partners, L.P. 0.05% Add +182.7% 11,769 $1.1M
Cladis Investment Advisory, LLC 0.73% No change 11,715 $1.1M
Gallagher Fiduciary Advisors, LLC 0.21% Reduce -16.6% 11,675 $1.1M
Ashton Thomas Securities, LLC 0.20% Reduce -21.6% 11,347 $1.0M
Valeo Financial Advisors, LLC 0.03% Reduce -7.6% 11,243 $1.0M
City Center Advisors, LLC 1.13% Reduce -27.6% 11,233 $1.0M
Dorsey & Whitney Trust CO LLC 0.05% No change 11,146 $1.0M
Proffitt & Goodson Inc. 0.16% Add +8.7% 11,122 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.3% 11,045 $998K
Howard Capital Management Group, LLC 0.07% Reduce -46.6% 11,035 $998K
Diversify Advisory Services, LLC 0.05% Add +53.2% 10,909 $993K
Black Maple Capital Management LP 0.75% No change 10,970 $992K
Appleton Partners Inc. 0.07% Reduce -10.2% 10,851 $981K
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -11.7% 10,783 $975K
Moulton Wealth Management, Inc. 0.80% New 10,566 $960K
Kessler Investment Group, LLC 0.49% Add +199.6% 10,608 $959K
Capital Investment Counsel, LLC 0.17% Add +22.9% 10,566 $955K
Belpointe Asset Management LLC 0.06% Reduce -53.8% 10,542 $953K
Avidian Wealth Enterprises, LLC 0.04% Add +74.0% 10,498 $949K
UNIVEST FINANCIAL Corp 0.06% New 10,488 $948K
KWB Wealth 0.12% Add +2.4% 11,021 $944K
WorthPointe, LLC 0.40% New 10,392 $939K
JSF Financial, LLC 0.27% New 10,340 $935K
QRG Capital Management, Inc. 0.01% Add +0.5% 10,322 $933K
Talon Private Wealth, LLC 0.20% — 10,306 $932K
Richard W. Paul & Associates, LLC 0.33% Reduce -13.5% 10,166 $919K
Global Endowment Management, LP 0.09% No change 10,000 $904K
Walleye Trading LLC 0.02% New 9,871 $892K
Contravisory Investment Management, Inc. 0.19% Reduce -18.8% 9,818 $888K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.13% Add +122.6% 9,713 $878K
Magnus Financial Group LLC 0.09% Add +160.2% 9,678 $875K
Glenmede Trust Co. NA 0.00% Add +2.1% 9,616 $869K
Jacobi Capital Management LLC 0.06% Reduce -1.9% 9,483 $857K
Summit Financial, LLC 0.03% New 9,328 $843K
9258 Wealth Management, LLC 0.12% Reduce -34.0% 9,290 $840K
CWC Advisors, LLC. 0.82% — 9,230 $834K
SP Asset Management LLC 0.07% Add +0.3% 9,214 $833K
Correct Capital Wealth Management 0.18% Reduce -6.7% 9,135 $826K
D.A. Davidson & Co. 0.01% Reduce -14.0% 9,099 $823K
Wedmont Private Capital 0.05% Reduce -1.6% 9,042 $811K
First Horizon Advisors, Inc. 0.02% Reduce -1.9% 8,882 $803K
Great Lakes Advisors, LLC 0.01% New 8,882 $803K
Wilmington Savings Fund Society, FSB 0.01% New 8,874 $802K
Coppell Advisory Solutions LLC 0.12% Reduce -18.9% 8,897 $801K
Global Financial Private Client, LLC 0.31% Add +0.2% 8,854 $800K
AAFMAA Wealth Management & Trust LLC 0.35% Add +153.7% 8,848 $800K
Quantbot Technologies LP 0.03% Add +504.4% 8,782 $794K
Marcum Wealth, LLC 0.07% Reduce -30.7% 8,761 $792K
Wealthfront Advisers LLC 0.00% Reduce -11.7% 8,710 $787K
Whalerock Point Partners, LLC 0.19% No change 8,707 $787K
Focus Financial Network, Inc. 0.03% Add +0.4% 8,630 $780K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -0.6% 8,569 $775K
Silver Oak Securities, Incorporated 0.08% Add +48.3% 8,986 $770K
Brendel Financial Advisors LLC 0.43% Reduce -4.0% 8,481 $767K
Gateway Wealth Partners, LLC 0.21% Add +4.2% 8,481 $767K
HB Wealth Management, LLC 0.01% Reduce -1.1% 8,466 $765K
Neuberger Berman Group LLC 0.00% Add +3.5% 8,401 $759K
First National Bank of Hutchinson 0.49% No change 8,365 $756K
Zimmermann Investment Management & Planning LLC 0.23% Reduce -79.6% 8,360 $756K
Trilogy Capital Inc. 0.04% Reduce -15.7% 8,279 $748K
CENTRAL TRUST Co 0.02% Reduce -0.5% 8,267 $747K
Ally Invest Advisors Inc. 0.07% Add +4.0% 8,214 $743K
Ifrah Financial Services, Inc. 0.20% Reduce -26.9% 8,178 $739K
Ascent Group, LLC 0.06% Reduce -16.9% 8,099 $732K
Waterway Wealth Management, LLC 0.31% Reduce -16.3% 8,092 $731K
Meridian Investment Counsel Inc. 0.22% Reduce -2.4% 8,050 $728K
Rockingstone Advisors LLC 0.35% Reduce -7.7% 7,870 $711K
Loudon Investment Management, LLC 0.39% No change 7,830 $708K
Florida Financial Advisors, LLC 0.36% Reduce -5.3% 7,717 $698K
Magnolia Capital Management Ltd. 0.55% No change 7,664 $693K
Peterson Wealth Management 0.44% Add +54.5% 7,614 $688K
Hudson Value Partners, LLC 0.27% Add +5.8% 7,604 $687K
Arete Wealth Advisors, LLC 0.06% New 7,601 $684K
Arrow Financial Corp 0.06% Add +0.8% 7,523 $680K
IFP Advisors, Inc 0.02% Reduce -1.0% 7,461 $674K
Per Stirling Capital Management, LLC. 0.09% Add +0.3% 7,458 $674K
PFG Investments, LLC 0.04% Reduce -19.9% 7,406 $670K
Trexquant Investment LP 0.01% Add +43.2% 7,377 $667K
Credit Agricole S A 0.00% New 7,368 $666K
Apollon Wealth Management, LLC 0.02% Reduce -6.4% 7,327 $662K
Regions Financial Corp. 0.00% Reduce -3.9% 7,315 $661K
WT Wealth Management 0.21% Reduce -19.7% 7,229 $660K
Lunt Capital Management, Inc. 0.31% Reduce -3.0% 7,260 $656K
Fortis Capital Management LLC 0.13% Add +0.3% 7,178 $649K
Financial Advocates Investment Management 0.04% Add +11.7% 7,127 $644K
Adirondack Trust Co. 0.25% Add +0.1% 7,112 $643K
Burford Brothers, Inc. 0.33% Reduce -15.3% 7,080 $640K
First United Bank & Trust 0.23% Reduce -10.5% 7,060 $638K
First Business Financial Services, Inc. 0.06% No change 7,057 $638K
Phillips Wealth Planners LLC 0.61% Reduce -35.0% 6,954 $633K
Argent Trust Co 0.03% No change 6,938 $627K
Vontobel Holding Ltd. 0.00% New 6,930 $626K
Capital Management Associates 0.70% No change 6,916 $625K
Fulton Bank, N.A. 0.02% Reduce -3.5% 6,875 $622K
Perigon Wealth Management, LLC 0.02% Reduce -12.3% 6,873 $621K
Elm Partners Management LLC 0.04% Add +13.4% 6,828 $617K
Financial Counselors Inc. 0.01% Add +1.8% 6,812 $616K
jvl associates llc 0.24% Reduce -8.2% 6,776 $613K
Activest Wealth Management 0.19% Add +493.2% 6,768 $612K
Caldwell Trust Co 0.06% Add +10.9% 6,767 $612K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 6,741 $609K
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.2% 6,738 $609K
Busey Bank 0.02% Add +0.4% 6,610 $598K
Dynamic Wealth Strategies, LLC 0.49% Reduce -0.3% 6,606 $597K
Madison Wealth Partners, Inc 0.18% New 6,597 $596K
Advisor Resource Council 0.27% New 6,538 $591K
Fifth Third Wealth Advisors LLC 0.04% Add +29.0% 6,526 $590K
Wellington Management Group LLP 0.00% New 6,512 $589K
Wedbush Securities Inc. 0.02% Add +0.8% 6,462 $584K
Retirement Planning Group, LLC 0.03% Add +3.6% 6,370 $576K
Greystone Financial Group, LLC 0.10% Add +0.1% 6,360 $575K
Beaird Harris Wealth Management, LLC 0.05% New 6,329 $572K
Occidental Asset Management, LLC 0.09% Reduce -88.2% 6,240 $564K
MKT Advisors LLC 0.26% Add +5.8% 6,234 $562K
Iams Wealth Management, LLC 0.28% New 6,215 $562K
Stratos Wealth Advisors, LLC 0.03% Add +20.7% 6,204 $561K
Mgo One Seven LLC 0.02% Add +26.6% 6,200 $560K
Cullen Capital Management, LLC 0.01% Reduce -97.5% 6,200 $560K
Moors & Cabot, Inc. 0.03% Add +17.9% 6,090 $551K
Bulltick Wealth Management, LLC 0.14% Reduce -5.0% 6,055 $547K
Hexagon Capital Partners LLC 0.11% Reduce -0.0% 5,993 $542K
Provident Co of the Employees of the Hebrew University LTD 0.61% Add +5.2% 5,965 $539K
Flow Traders U.S. LLC 0.03% Add +35.0% 5,949 $538K
Pure Financial Advisors, LLC 0.01% Add +0.1% 5,949 $538K
Second Half Financial Partners, LLC 0.28% New 5,910 $534K
B.O.S.S. Retirement Advisors, LLC 0.11% Add +8.3% 5,837 $528K
Charter Oak Capital Management, LLC 0.05% Add +5.9% 5,792 $524K
Childress Capital Advisors, LLC 0.14% No change 5,705 $516K
Hardy Reed LLC 0.05% No change 5,659 $512K
Composition Wealth, LLC 0.01% No change 5,643 $510K
Institute for Wealth Management, LLC. 0.06% Add +10.6% 5,630 $509K
Penobscot Investment Management Company, Inc. 0.05% Add +3.9% 5,591 $505K
Accurate Wealth Management, LLC 0.10% Reduce -92.3% 5,528 $503K
Koshinski Asset Management, Inc. 0.04% Reduce -0.9% 5,566 $503K
Peak Financial Advisors LLC 0.26% No change 5,488 $496K
MMBG Investment Advisors Co. 0.05% No change 5,420 $490K
Ironwood Investment Counsel, LLC 0.08% Reduce -8.7% 5,415 $490K
First Trust Direct Indexing L.P. 0.03% Add +124.4% 5,415 $490K
Strategic Investment Advisors / MI 0.05% New 5,397 $488K
Brown Brothers Harriman & Co. 0.00% Add +32.6% 5,397 $488K
Alpine Woods Capital Investors, LLC 0.08% No change 5,000 $484K
Procyon Advisors, LLC 0.03% New 5,334 $482K
Manchester Capital Management LLC 0.06% Reduce -12.3% 5,330 $482K
NBT Bank, N.A. 0.03% Add +4.3% 5,324 $481K
Waverly Advisors, LLC 0.01% Add +1.5% 5,311 $480K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.2% 5,291 $478K
Grassi Investment Management 0.04% Reduce -2.2% 5,256 $475K
Mystic Asset Management, Inc. 0.18% Add +23.9% 5,180 $468K
Choate Investment Advisors 0.01% No change 5,177 $468K
Goldstream Capital Management Ltd 0.21% Reduce -23.9% 5,170 $467K
Xcel Wealth Management, LLC 0.14% No change 5,163 $467K
Americana Partners, LLC 0.03% Reduce -1.2% 5,163 $467K
Monetary Management Group Inc. 0.12% Add +6.2% 5,150 $466K
Ausdal Financial Partners, Inc. 0.05% Add +10.0% 5,122 $463K
AdvisorNet Financial, Inc 0.03% Add +7.0% 5,104 $461K
Blue Chip Partners, LLC 0.04% Reduce -8.0% 5,100 $461K
Elevatus Welath Management 0.15% Add +10.7% 5,068 $458K
Swmg, LLC 0.19% Reduce -3.5% 4,684 $455K
Fragasso Financial Advisors Inc 0.04% Reduce -7.0% 5,036 $455K
Sather Financial Group Inc 0.03% No change 5,000 $452K
Renaissance Technologies 0.00% New 4,900 $443K
Kingswood Wealth Advisors, LLC 0.03% Add +45.6% 4,895 $441K
United Advisor Group, LLC 0.10% New 4,865 $440K
Kaizen Financial Strategies 0.26% Add +0.0% 4,863 $440K
Destiny Wealth Partners, LLC 0.08% No change 4,815 $435K
Larson Financial Group LLC 0.02% Add +4.1% 4,807 $435K
Gryphon Financial Partners LLC 0.06% Add +6.4% 4,783 $432K
Beacon Financial Advisory LLC 0.15% Add +2.1% 4,769 $431K
Savant Capital, LLC 0.00% Add +29.6% 4,753 $430K
Wealthgarden F.S. LLC 0.41% No change 4,718 $427K
Stock Yards Bank & Trust Co. 0.01% Reduce -15.1% 4,686 $424K
Clarius Group, LLC 0.03% No change 4,672 $422K
Evoke Wealth, LLC 0.01% New 4,669 $422K
Verus Capital Partners, LLC 0.04% Add +0.5% 4,630 $419K
Blue Fin Capital, Inc. 0.08% No change 4,594 $415K
Onyx Bridge Wealth Group LLC 0.06% Reduce -96.6% 4,593 $415K
Cullen/Frost Bankers, Inc. 0.01% Add +3.6% 4,573 $413K
Commerce Bank 0.00% Reduce -5.4% 4,569 $413K
Choreo, LLC 0.01% Reduce -4.9% 4,522 $409K
Trust Point Inc. 0.03% No change 4,524 $409K
Camelot Technology Advisors, Inc. 0.36% Reduce -0.1% 4,449 $402K
Enterprise Bank & Trust Co 0.13% No change 4,440 $401K
Talisman Wealth Advisors LLC 0.42% Reduce -9.8% 4,451 $401K
Tiaa Trust, National Association 0.00% Reduce -95.0% 4,386 $396K
AMJ Financial Wealth Management 0.11% Reduce -4.5% 4,367 $395K
Keel Point, LLC 0.03% Add +8.2% 4,356 $394K
KKM Financial LLC 0.19% Reduce -50.8% 4,348 $393K
Whalen Wealth Management Inc. 0.28% Add +1.0% 4,348 $393K
Concorde Asset Management, LLC 0.22% Reduce -11.5% 4,335 $392K
Arlington Capital Management, Inc. 0.32% Add +10.5% 4,292 $388K
Innova Wealth Partners 0.32% Reduce -93.1% 4,292 $388K
Mission Wealth Management, LP 0.01% Add +60.0% 4,270 $386K
Rockland Trust Co. 0.02% Add +3.7% 4,245 $384K
Tyler-Stone Wealth Management 0.07% Add +102.0% 4,234 $383K
Sound View Wealth Advisors Group, LLC 0.03% Add +0.5% 4,229 $382K
Leavell Investment Management, Inc. 0.02% Add +62.9% 4,218 $381K
Constitution Capital LLC 0.20% Add +31.4% 4,207 $380K
Montag A & Associates Inc. 0.02% Reduce -1.1% 4,199 $380K
Amplius Wealth Advisors, LLC 0.04% No change 4,186 $378K
Maiden Cove Capital, LLC 0.59% Add +3.2% 4,184 $378K
Prostatis Group LLC 0.12% Add +15.8% 4,127 $373K
Harvey Capital Management Inc. 0.09% No change 4,115 $372K
TNF LLC 0.13% Add +0.1% 4,101 $372K
Safe Harbor Fiduciary, LLC 0.35% — 4,094 $370K
Wesbanco Bank Inc. 0.01% Add +5.9% 4,059 $367K
Goodman Advisory Group, LLC 0.10% Add +20.4% 4,052 $366K
Access Financial Services, Inc. 0.17% No change 4,038 $365K
Garrett Wealth Advisory Group, LLC 0.09% No change 4,029 $364K
Centennial Wealth Advisory LLC 0.14% Add +10.4% 4,024 $364K
Thompson Davis & Co., Inc. 0.27% Add +46.1% 4,009 $362K
Arkadios Wealth Advisors 0.02% Add +21.0% 3,963 $358K
One Capital Management, LLC 0.01% Reduce -33.1% 3,963 $358K
Source Financial Advisors LLC 0.11% Reduce -7.5% 3,955 $358K
Legacy Wealth Management, LLC 0.02% New 3,937 $356K
Global Trust Asset Management, LLC 0.13% Reduce -13.2% 3,850 $348K
Chilton Capital Management LLC 0.01% Reduce -1.5% 3,822 $346K
Seven Springs Wealth Group, LLC 0.13% No change 3,813 $345K
Councilmark Asset Management, LLC 0.23% No change 3,800 $344K
SOL Capital Management CO 0.04% No change 3,780 $342K
AQR Capital Management 0.00% Reduce -26.0% 3,770 $341K
Carmichael Hill & Associates, Inc. 0.12% No change 3,726 $337K
MWA Asset Management 0.22% Reduce -7.4% 3,720 $336K
St Germain D J Co. Inc. 0.02% Reduce -2.5% 3,697 $334K
First Citizens Bank & Trust Co. 0.01% Reduce -4.8% 3,694 $334K
Synovus Financial Corp. 0.00% Reduce -7.8% 3,635 $329K
BLB&B Advisors, LLC 0.02% No change 3,585 $324K
Centiva Capital, LP 0.01% New 3,571 $323K
Bokf, NA 0.01% Add +334.7% 3,582 $322K
Journey Strategic Wealth LLC 0.01% Reduce -0.4% 3,527 $319K
Stratos Investment Management, LLC 0.02% New 3,507 $317K
Focus Partners Advisor Solutions, LLC 0.01% Add +2.5% 3,503 $317K
Tompkins Financial Corp. 0.03% New 3,500 $316K
Sage Capital Advisors,llc 0.08% No change 3,498 $316K
Means Investment Co., Inc. 0.03% Add +0.3% 3,473 $314K
Legacy Capital Group California, Inc. 0.10% Reduce -15.9% 3,449 $312K
Townsquare Capital LLC 0.00% Add +31.5% 3,421 $309K
Viawealth, LLC 0.18% No change 3,409 $308K
Lebenthal Global Advisors, LLC 0.06% Reduce -2.0% 3,395 $307K
Fortis Group Advisors, LLC 0.06% Reduce -96.4% 3,394 $307K
Sterling Investment Management, LLC 0.23% Reduce -0.7% 3,372 $305K
Juncture Wealth Strategies, LLC 0.12% Add +30.7% 3,365 $304K
Jefferies Financial Group Inc. 0.01% Add +18.0% 3,322 $300K
Secure Asset Management, LLC 0.05% Reduce -33.2% 3,301 $298K
SkyOak Wealth, LLC 0.07% Reduce -12.9% 3,272 $296K
One Day In July LLC 0.03% Reduce -1.9% 3,258 $295K
Cape Cod Five Cents Savings Bank 0.03% Reduce -19.2% 3,256 $294K
United Bank 0.14% Reduce -18.0% 3,253 $294K
Midwest Financial Group LLC 0.17% Add +0.1% 3,204 $290K
Turtle Creek Wealth Advisors, LLC 0.06% Add +57.3% 3,162 $286K
Founders Financial Alliance, LLC 0.08% Add +0.0% 3,145 $284K
PEAK6 Investments LLC 0.01% New 3,132 $283K
Brady Family Wealth, LLC 0.08% No change 3,104 $281K
Parallel Advisors, LLC 0.01% Reduce -4.1% 3,082 $279K
Colonial River Investments, LLC 0.14% Reduce -4.8% 3,081 $279K
Ieq Capital, LLC 0.00% Add +0.0% 3,080 $278K
Legacy Private Trust Co. 0.02% No change 3,077 $278K
Abbot Financial Management, Inc. 0.14% No change 3,075 $278K
Coldstream Capital Management Inc. 0.01% Add +11.6% 3,052 $276K
McAdam, LLC 0.02% Reduce -1.3% 3,031 $274K
WMS Partners, LLC 0.02% New 3,030 $274K
Accel Wealth Management 0.10% Add +12.7% 3,023 $273K
World Investment Advisors 0.01% Add +10.7% 3,010 $272K
Mitchell Sinkler & Starr 0.07% Add +53.9% 3,000 $271K
Montecito Bank & Trust 0.05% No change 2,998 $271K
First Wilshire Securities Management Inc. 0.08% No change 3,000 $271K
Valley Wealth Managers, Inc. 0.02% Reduce -5.6% 2,993 $271K
BCGM Wealth Management, LLC 0.09% Reduce -8.6% 2,973 $269K
ABLE Financial Group, LLC 0.08% No change 2,952 $267K
Triumph Capital Management 0.10% New 2,951 $267K
Insigneo Advisory Services, LLC 0.03% New 2,947 $266K
Empower Advisory Group, LLC 0.00% Reduce -4.5% 2,942 $266K
YHB Investment Advisors, Inc. 0.02% Add +0.8% 2,919 $264K
Quadrant Private Wealth Management, LLC 0.06% Reduce -2.7% 2,891 $261K
Duncker Streett & Co. Inc. 0.05% Add +6.3% 2,890 $261K
Debussy Capital Management LP 0.08% Reduce -3.1% 2,883 $261K
GYL Financial Synergies, LLC 0.02% Add +4.5% 2,878 $260K
Icon Wealth Advisors, LLC 0.02% New 2,855 $258K
InTrack Investment Management Inc 0.18% Reduce -56.0% 2,855 $258K
National Wealth Management Group, LLC 0.17% Reduce -4.7% 2,849 $258K
First International Bank & Trust 0.08% No change 2,845 $257K
Cornerstone Wealth Management, LLC 0.02% Reduce -6.4% 2,833 $256K
Fourpath Capital Management, LLC 0.05% New 2,824 $255K
UMB Bank, n.a. 0.00% No change 2,816 $255K
Summit Trail Advisors, LLC 0.01% No change 2,808 $254K
Rollins Financial Advisors, LLC 0.04% Reduce -41.3% 2,800 $253K
Graves Light Lenhart Wealth, Inc. 0.03% New 2,799 $253K
Watts Gwilliam & Co., LLC 0.06% — 2,797 $253K
Parker Investment Management, LLC 0.04% No change 2,782 $251K
Tyche Wealth Partners LLC 0.06% Add +1.6% 2,779 $251K
Family Firm, Inc. 0.05% Add +24.0% 2,776 $251K
Prosperity Wealth Management, Inc. 0.10% Add +0.3% 2,771 $251K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.3% 2,758 $249K
New Century Financial Group, LLC 0.09% Add +3.9% 2,667 $241K
Gsa Capital Partners LLP 0.02% New 2,646 $239K
SC&H Financial Advisors, Inc. 0.05% No change 2,640 $239K
Obsidian Personal Planning Solutions LLC 0.12% No change 2,584 $238K
Nadler Financial Group, Inc. 0.03% New 2,630 $238K
Hoxton Planning & Management, LLC 0.09% New 2,619 $237K
Bank of New Hampshire 0.06% Reduce -4.8% 2,606 $236K
Kovack Advisors, Inc. 0.02% Reduce -4.7% 2,600 $235K
Galvin, Gaustad & Stein, LLC 0.02% No change 2,557 $231K
Ironwood Financial, llc 0.05% Add +3.2% 2,552 $231K
Waldron Private Wealth LLC 0.01% Add +0.0% 2,551 $231K
RMR Wealth Builders 0.02% Reduce -60.3% 2,541 $230K
Collaborative Wealth Managment Inc. 0.10% Add +5.7% 2,516 $227K
Invera Wealth Advisors, LLC 0.22% New 2,340 $226K
Evernest Financial Advisors, LLC 0.06% New 2,500 $226K
Vista Investment Management 0.08% Reduce -2.2% 2,470 $223K
Smith Anglin Financial, LLC 0.02% Reduce -12.6% 2,464 $223K
Brown Advisory Inc. 0.00% Reduce -11.6% 2,461 $222K
Lake Street Private Wealth, LLC 0.04% Reduce -0.3% 2,454 $222K
Narus Financial Partners, LLC 0.08% Reduce -12.4% 2,450 $221K
Quadrature Capital Ltd 0.01% Reduce -96.0% 2,439 $220K
Y.D. More Investments Ltd 0.02% No change 2,430 $219K
Bison Wealth, LLC 0.03% New 2,395 $217K
Royal Fund Management, LLC 0.02% Reduce -97.6% 2,372 $214K
Sequent Planning LLC 0.07% New 2,371 $214K
Three Bridge Wealth Advisors, LLC 0.08% Add +1.0% 2,364 $214K
First National Trust Co 0.01% New 2,363 $214K
BCS Wealth Management 0.09% New 2,356 $213K
CRA Financial Services, LLC 0.04% Reduce -9.6% 2,353 $213K
Kraft, Davis & Associates, LLC 0.06% Reduce -13.7% 2,287 $212K
Apella Capital, LLC 0.01% New 2,324 $210K
Blackston Financial Advisory Group, LLC 0.11% Reduce -90.2% 2,309 $209K
First Citizens Financial Corp 0.11% New 2,308 $209K
Aries Wealth Management 0.06% New 2,297 $208K
Raffa Wealth Management, LLC 0.05% Reduce -18.5% 2,287 $207K
Signature Wealth Management Partners, LLC 0.15% New 2,282 $206K
Wetzel Investment Advisors, Inc. 0.10% Add +2.6% 2,267 $205K
Nixon Peabody Trust Co. 0.02% New 2,250 $203K
Camarda Financial Advisors, LLC 0.08% New 2,228 $201K
Colonial Trust Advisors 0.02% Add +11.2% 2,191 $198K
Byrne Asset Management LLC 0.13% Reduce -0.4% 2,100 $190K
Signaturefd, LLC 0.00% Reduce -7.1% 2,025 $183K
Householder Group Estate & Retirement Specialist, LLC 0.05% Add +16.8% 1,966 $177K
Rosenberg Matthew Hamilton 0.05% No change 1,930 $174K
CIBC Private Wealth Group LLC 0.00% Reduce -13.8% 1,927 $174K
AlphaCore Capital LLC 0.04% No change 1,900 $172K
Caldwell Sutter Capital, Inc. 0.08% No change 1,862 $168K
Addison Advisors LLC 0.05% No change 1,813 $164K
Ogorek Anthony Joseph /NY/ 0.05% Add +0.2% 1,739 $157K
Acropolis Investment Management, LLC 0.01% Reduce -9.3% 1,736 $157K
GAMMA Investing LLC 0.01% No change 1,629 $147K
Deutsche Bank AG 0.00% Add +318.5% 1,586 $143K
HHM Wealth Advisors, LLC 0.02% Add +20.6% 1,581 $143K
ORG Partners LLC 0.02% Add +24.4% 1,552 $141K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% No change 1,430 $129K
GPS Wealth Strategies Group, LLC 0.02% Add +9.6% 1,398 $126K
MV Capital Management, Inc. 0.01% No change 1,386 $125K
Avion Wealth 0.03% Add +0.1% 1,386 $125K
Plante Moran Financial Advisors, LLC 0.01% No change 1,364 $123K
Atticus Wealth Management, LLC 0.04% Reduce -64.0% 1,357 $123K
Heritage Wealth Advisors 0.01% New 1,311 $119K
Marquette Asset Management, LLC 0.02% New 1,309 $118K
Franklin Resources Inc. 0.00% Add +1.6% 1,237 $112K
Angeles Wealth Management, LLC 0.01% New 1,200 $108K
CVA Family Office, LLC 0.02% Add +16.8% 1,184 $107K
Clearstead Advisors, LLC 0.00% No change 1,155 $104K
Independence Bank of Kentucky 0.02% Add +41.0% 1,149 $104K
Vestor Capital, LLC 0.01% Reduce -45.8% 1,101 $100K
Ascentis Independent Advisors 0.01% New 1,055 $95K
Winch Advisory Services, LLC 0.03% Add +0.3% 1,050 $95K
Geneos Wealth Management Inc. 0.00% Reduce -65.5% 1,007 $91K
New Millennium Group LLC 0.06% Reduce -98.4% 980 $89K
Investors Research Corp 0.02% No change 951 $86K
Farmers & Merchants Investments Inc. 0.00% No change 926 $84K
Bangor Savings Bank 0.01% Reduce -16.6% 917 $83K
SYM FINANCIAL Corp 0.01% No change 908 $82K
Jackson Hole Capital Partners, LLC 0.02% No change 900 $81K
Armstrong Advisory Group, Inc. 0.01% No change 889 $80K
Ancora Advisors LLC 0.00% Reduce -10.7% 889 $80K
Continuum Advisory, LLC 0.01% Reduce -24.0% 791 $77K
Lanark Financial, Inc. 0.01% Reduce -54.7% 849 $76K
Banque Cantonale Vaudoise 0.00% No change 836 $76K
Capital Analysts, LLC 0.00% Add +10.3% 802 $73K
Paladin Advisory Group, LLC 0.05% No change 807 $73K
LFA - Lugano Financial Advisors SA 0.05% No change 801 $72K
Tortoise Investment Management, LLC 0.01% No change 800 $72K
First Community Trust NA 0.06% No change 794 $72K
Blue Trust, Inc. 0.00% Add +15.2% 804 $69K
Russell Investments Group, Ltd. 0.00% Add +63.2% 744 $67K
Cornerstone Planning Group LLC 0.02% Reduce -14.3% 701 $65K
Provident Wealth Management, LLC 0.02% No change 711 $64K
Centennial Bank 0.03% No change 706 $64K
Godsey & Gibb, Inc. 0.01% Add +43.0% 672 $61K
Smartleaf Asset Management LLC 0.01% Reduce -7.5% 617 $56K
Caitlin John, LLC 0.03% Reduce -8.6% 554 $54K
Sage Mountain Advisors LLC 0.00% No change 558 $50K
Integrity Financial Corp 0.03% Add +0.2% 546 $49K
Principal Securities, Inc. 0.00% Reduce -0.7% 537 $49K
NFSG Corp 0.02% Add +4.3% 529 $48K
JFS Wealth Advisors, LLC 0.00% Reduce -56.7% 508 $46K
Truvestments Capital LLC 0.01% New 503 $46K
West Branch Capital LLC 0.02% No change 499 $45K
Howe & Rusling Inc. 0.00% New 496 $45K
Webster Bank, N. A. 0.00% No change 490 $44K
Allworth Financial LP 0.00% Add +35.0% 459 $41K
WR Wealth Planners, LLC 0.01% No change 457 $41K
United Community Bank 0.02% Reduce -11.8% 449 $41K
Register Financial Advisors LLC 0.02% No change 437 $40K
Capital Investment Advisory Services, LLC 0.00% No change 407 $37K
Concourse Financial Group Securities, Inc. 0.00% Reduce -38.0% 407 $37K
Beacon Capital Management, LLC 0.01% Add +206.3% 386 $35K
EverSource Wealth Advisors, LLC 0.00% New 384 $35K
University of Texas/Texas Am Investment Management Co. 0.01% No change 370 $33K
Arax Advisory Partners 0.00% No change 370 $33K
MCF Advisors LLC 0.00% New 356 $32K
Westside Investment Management, Inc. 0.01% No change 356 $31K
Rice Partnership, LLC 0.01% Add +4.1% 332 $30K
Castleview Partners, LLC 0.02% Reduce -3.1% 316 $29K
Anchor Investment Management, LLC 0.00% Reduce -11.0% 300 $27K
PSI Advisors, LLC 0.01% No change 288 $26K
Compagnie Lombard Odier SCmA 0.00% New 281 $25K
Sound Income Strategies, LLC 0.00% New 278 $25K
Harbor Investment Advisory, LLC 0.00% Reduce -24.7% 275 $25K
Red Tortoise LLC 0.01% Add +0.4% 274 $25K
Private Capital Management LLC 0.00% No change 269 $24K
First Command Advisory Services, Inc. 0.00% No change 266 $24K
Bessemer Group Inc. 0.00% No change 261 $24K
Concord Wealth Partners 0.00% Reduce -8.0% 265 $24K
Macquarie Group Ltd. 0.00% New 253 $23K
Salem Investment Counselors Inc. 0.00% Reduce -28.9% 246 $22K
Tidemark, LLC 0.01% Add +444.4% 245 $22K
Solstein Capital, LLC 0.01% No change 243 $22K
FinTrust Capital Advisors, LLC 0.00% Reduce -16.4% 234 $21K
SJS Investment Consulting Inc. 0.00% No change 233 $21K
Archer Investment Corp 0.01% No change 227 $21K
Key Financial Inc 0.00% No change 222 $20K
Glen Eagle Advisors, LLC 0.00% No change 220 $20K
Bogart Wealth, LLC 0.00% No change 215 $19K
Mark Sheptoff Financial Planning, LLC 0.01% No change 214 $19K
Atlantic Edge Private Wealth Management, LLC 0.01% New 213 $19K
CarsonAllaria Wealth Management, Ltd. 0.01% New 211 $19K
Ameritas Investment Partners, Inc. 0.00% Add +0.5% 209 $19K
NorthRock Partners, LLC 0.00% Add +3.1% 200 $18K
Sunbelt Securities, Inc. 0.00% Add +11.8% 189 $17K
Kathleen S. Wright Associates Inc. 0.01% New 181 $16K
City Holding Co. 0.00% Reduce -18.1% 181 $16K
Pacific Center for Financial Services 0.00% No change 180 $16K
M&R Capital Management Inc. 0.00% Add +0.6% 176 $16K
Versant Capital Management, Inc 0.00% Reduce -58.8% 176 $16K
Provenance Wealth Advisors, LLC 0.00% No change 173 $16K
SouthState Bank Corp 0.00% Add +50.4% 173 $16K
American National Bank & Trust 0.00% No change 168 $15K
Sandy Spring Bank 0.00% Add +59.4% 161 $15K
REAP Financial Group, LLC 0.00% Reduce -3.8% 154 $14K
Glassman Wealth Services 0.00% Reduce -27.9% 150 $14K
Johnson Financial Group, Inc. 0.00% New 148 $13K
Community Bank, N.A. 0.00% No change 139 $13K
PFS Partners, LLC 0.01% No change 137 $12K
Covestor Ltd 0.01% Reduce -22.5% 134 $12K
Halpern Financial, Inc. 0.00% New 132 $12K
Earned Wealth Advisors, LLC 0.00% New 126 $11K
Financial Connections Group, Inc. 0.00% No change 115 $10K
Valley National Advisers Inc. 0.00% No change 119 $10K
Oarsman Capital, Inc. 0.00% New 109 $10K
Legacy Investment Solutions, LLC 0.01% — 101 $10K
Legacy Wealth Managment, LLC 0.01% — 101 $10K
New England Capital Financial Advisors LLC 0.00% No change 102 $9K
Parkside Financial Bank & Trust 0.00% No change 102 $9K
IAG Wealth Partners, LLC 0.00% No change 100 $9K
Wellington Shields & Co., LLC 0.00% No change 96 $9K
Balentine LLC 0.00% No change 96 $9K
Central Pacific Bank - Trust Division 0.00% No change 94 $8K
Founders Capital Management 0.01% No change 93 $8K
Crewe Advisors LLC 0.00% No change 91 $8K
Providence Capital Advisors, LLC 0.00% New 83 $8K
Cassady Schiller Wealth Management, LLC 0.00% No change 78 $7K
First PREMIER Bank 0.00% Reduce -97.3% 78 $7K
Washington Growth Strategies LLC 0.27% — 635 $7K
Tradewinds Capital Management, LLC 0.00% New 77 $7K
HM Payson & Co. 0.00% No change 74 $7K
Mather Group, Llc. 0.00% Add +19.7% 73 $7K
Flaharty Asset Management, LLC 0.00% New 71 $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% No change 67 $6K
Claris Advisors, LLC / Mo / 0.00% New 64 $6K
Guardian Wealth Advisors, LLC / NC 0.00% Add +3.5% 59 $5K
Tsfg, LLC 0.00% No change 61 $5K
LRI Investments, LLC 0.00% No change 51 $5K
Fairfield Financial Advisors, LTD 0.00% No change 52 $5K
Gold Investment Management Ltd. 0.00% No change 50 $5K
Missouri Trust & Investment Co 0.00% No change 50 $5K
Union Savings Bank 0.00% No change 42 $4K
Legacy Bridge, LLC 0.00% No change 37 $3K
Macroview Investment Management LLC 0.00% No change 34 $3K
Rakuten Securities, Inc. 0.00% Add +3300.0% 34 $3K
Coston, McIsaac & Partners 0.00% No change 41 $3K
Hobbs Group Advisors, LLC 0.00% No change 30 $3K
Element Wealth, LLC 0.00% No change 28 $3K
National Bank of Canada 0.00% New 28 $3K
McClarren Financial Advisors, Inc. 0.00% Add +5.9% 90 $2K
MassMutual Private Wealth & Trust, FSB 0.00% New 21 $2K
TD Private Client Wealth LLC 0.00% No change 21 $2K
Cranbrook Wealth Management, LLC 0.00% No change 20 $2K
POM Investment Strategies, LLC 0.00% New 13 $1K
Resources Management Corp. /CT/ 0.00% No change 10 $1K
Hantz Financial Services, Inc. 0.00% Add +133.3% 14 $1K
Daiwa Securities Group Inc. 0.00% No change 14 $1K
Toronto Dominion Bank 0.00% Add +266.7% 11 $994
Cape Investment Advisory, Inc. 0.00% Reduce -88.0% 10 $904
Weaver Capital Management LLC 0.00% New 9 $814
Aspire Private Capital, LLC 0.00% No change 1 $90

"% 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.