SS Comm Select Sector SPDRXLCETF

13F holders, Q4 2024 (December 31)
1,052holders +94
98new positions
59sold out
5famous investors
$96.81avg. 13F price*

At the end of Q4 2024, 1,052 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, up 94 from Q3 2024. 98 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($4.2B), JPMorgan Chase & Co. ($935.5M) and Wells Fargo & Company ($767.7M). 5 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Comm Select Sector SPDR
Filed as
SELECT SECTOR SPDR TR (Q4 2024)
CUSIP
81369Y852
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions98$182.0M
Exits59$121.6M

All 13F filers, Q3 2024 → Q4 2024: 12,220,015 shares bought and 12,904,166 shares sold, net −684,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,052 holders

Bank of America Corp. 0.39% Reduce -2.1% 43,416,154 $4.2B
JPMorgan Chase & Co. 0.07% Add +8.9% 9,663,156 $935.5M
Wells Fargo & Company 0.19% Add +5.7% 7,930,217 $767.7M
Morgan Stanley 0.05% Add +5.0% 6,794,218 $657.7M
LPL Financial LLC 0.21% Add +11.5% 5,232,823 $506.6M
Barclays PLC 0.24% Reduce -38.7% 5,025,829 $486.6M
Raymond James Financial Inc. 0.16% — 4,417,432 $427.7M
Envestnet Asset Management Inc. 0.14% Reduce -4.3% 4,405,778 $426.5M
CHURCHILL MANAGEMENT Corp 4.31% Add +29.8% 4,083,333 $395.3M
Ameriprise Financial Inc. 0.10% Add +1.0% 3,907,241 $378.3M
UBS Group AG 0.08% Add +6.1% 3,535,024 $342.2M
Charles Schwab Investment Management Inc. 0.06% Reduce -5.9% 3,083,037 $298.5M
Main Management ETF Advisors, LLC 13.39% Add +3.2% 3,050,595 $295.3M
Janney Montgomery Scott LLC 0.72% Reduce -2.9% 2,695,869 $261.0M
Truist Financial Corp. 0.40% Add +1.8% 2,644,855 $256.0M
State Street Corp. 0.01% Add +0.0% 2,463,171 $238.5M
Migdal Insurance & Financial Holdings Ltd. 3.21% Reduce -22.2% 2,311,990 $223.8M
WestEnd Advisors, LLC 5.29% Reduce -1.4% 2,145,303 $207.7M
Harel Insurance Investments & Financial Services Ltd. 3.28% Add +0.1% 2,069,611 $200.4M
BlackRock, Inc. 0.00% Reduce -10.0% 1,582,593 $153.2M
PGIM Custom Harvest LLC 2.84% Add +2.0% 1,502,984 $145.5M
Royal Bank of Canada 0.03% Add +0.1% 1,400,359 $135.6M
Meitav Investment House Ltd. 2.25% Add +59.1% 1,381,352 $133.7M
CW Advisors, LLC 1.35% Reduce -2.4% 1,012,944 $98.1M
Main Management LLC 7.49% Reduce -6.4% 946,974 $91.7M
Donaldson Capital Management, LLC 3.08% Add +55.7% 833,355 $80.7M
BNP Paribas Financial Markets 0.06% Add +32.5% 798,081 $77.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.19% Add +2.9% 784,555 $76.0M
Foundations Investment Advisors, LLC 1.42% Add +12.9% 762,151 $73.8M
J.Safra Asset Management Corp 5.93% Add +3.0% 750,924 $72.9M
Agf Management Ltd. 0.35% Reduce -47.0% 726,078 $70.3M
Stifel Financial Corp. 0.07% Reduce -3.8% 710,769 $68.8M
Victory Capital Management Inc. 0.07% Add +3.9% 708,938 $68.6M
Fisher Asset Management 0.03% Reduce -9.1% 703,183 $68.1M
Goldman Sachs Group Inc. 0.01% Reduce -20.5% 663,883 $64.3M
KCM Investment Advisors LLC 2.17% Add +0.6% 645,485 $62.5M
Marshall Wace, LLP 0.08% Reduce -5.6% 620,180 $60.0M
Main Management Fund Advisors LLC 9.13% Reduce -15.8% 617,600 $59.8M
Assetmark, Inc. 0.15% Reduce -0.3% 558,986 $54.1M
Osaic Holdings, Inc. 0.12% Add +137.6% 529,332 $51.3M
Manufacturers Life Insurance Company, The 0.04% New 520,332 $50.4M
Tudor Investment Corporation 0.53% Add +266.8% 515,912 $49.9M
RiverFront Investment Group, LLC 1.13% Add +3.1% 513,971 $49.8M
HighTower Advisors, LLC 0.06% Add +2.4% 461,889 $44.7M
Northern Trust Corp. 0.01% Add +5.5% 448,462 $43.4M
Advisory Alpha, LLC 1.54% Add +11.1% 447,786 $43.4M
Swan Global Investments, LLC 2.08% Reduce -15.0% 443,538 $42.9M
Cetera Investment Advisers 0.09% Add +8.1% 430,045 $41.6M
1832 Asset Management L.P. 0.07% Add +78.1% 429,633 $41.6M
Cullen Capital Management, LLC 0.48% Add +6772.0% 426,063 $41.2M
Moss Adams Wealth Advisors LLC 4.32% Add +0.5% 422,002 $40.9M
MML Investors Services, LLC 0.14% Add +8.8% 416,750 $40.3M
Kingsview Wealth Management, LLC 0.75% Add +1083.2% 396,642 $38.4M
Rockefeller Capital Management L.P. 0.09% Add +9.2% 378,028 $36.5M
Alps Advisors Inc. 0.23% Reduce -5.8% 375,010 $36.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5.66% Reduce -0.8% 356,100 $34.5M
Bank of Montreal 0.02% Add +238.0% 354,792 $34.3M
Commonwealth Equity Services, LLC 0.05% Reduce -0.8% 350,386 $33.9M
Janney Capital Management LLC 2.19% Reduce -3.0% 341,959 $33.1M
Oppenheimer Asset Management Inc. 0.39% Add +9.9% 329,071 $31.9M
Gerber Kawasaki Wealth & Investment Management 1.38% Add +4.0% 328,653 $31.8M
Focus Partners Wealth 0.08% Add +56.5% 312,286 $30.2M
Cwm, LLC 0.12% Add +6.7% 306,535 $29.7M
Marks Wealth, LLC 12.98% Add +74.4% 278,547 $27.0M
Qube Research & Technologies Ltd 0.04% Reduce -35.5% 274,848 $26.6M
Sequoia Financial Advisors, LLC 0.25% New 271,537 $26.3M
Cavalier Investments, LLC 8.52% Add +70.8% 263,458 $25.5M
Spire Wealth Management 0.78% Add +1.8% 259,618 $25.1M
Citigroup Inc. 0.02% Add +12.7% 258,703 $25.0M
Lido Advisors, LLC 0.16% Reduce -3.1% 258,606 $25.0M
Fifth Third Bancorp 0.09% Reduce -1.8% 257,770 $25.0M
Robertson Stephens Wealth Management, LLC 0.88% Add +107.3% 254,162 $24.6M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +99.6% 248,788 $24.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.83% No change 240,156 $23.2M
Mizuho Bank, Ltd. 6.41% No change 237,000 $22.9M
Tocqueville Asset Management L.P. 0.36% Reduce -0.0% 233,978 $22.7M
Stonebridge Financial Group, LLC 2.42% — 227,260 $22.0M
Asset Advisors Investment Management, LLC 2.26% Add +5.8% 223,115 $21.6M
Citadel Advisors 0.02% Add +264.1% 216,441 $21.0M
Sanctuary Advisors, LLC 0.13% Reduce -0.3% 203,347 $20.7M
Cambridge Investment Research Advisors, Inc. 0.07% Add +6.9% 212,504 $20.6M
Anfield Capital Management, LLC 7.24% Add +1.2% 206,109 $20.0M
Peapack Gladstone Financial Corp. 0.29% Reduce -1.3% 205,187 $19.9M
Full Sail Capital, LLC 1.25% Reduce -4.4% 202,178 $19.6M
AE Wealth Management LLC 0.17% Add +14.4% 201,492 $19.5M
TCV Trust & Wealth Management, Inc. 1.78% Reduce -0.1% 198,980 $19.3M
Westwood Holdings Group Inc. 0.15% Reduce -1.3% 194,701 $18.8M
AlphaStar Capital Management, LLC 1.97% Add +800.6% 194,671 $18.8M
Miller Investment Management, LP 2.06% Reduce -0.1% 194,538 $18.8M
IMZ Advisory Inc 8.35% Reduce -1.4% 189,079 $18.3M
Graypoint LLC 1.10% Reduce -7.2% 188,101 $18.2M
PNC Financial Services Group, Inc. 0.01% Add +3.4% 183,329 $17.7M
Ayalon Insurance Comp Ltd. 5.43% Reduce -0.5% 181,525 $17.6M
Itau Unibanco Holding S.A. 0.54% Add +29.9% 180,210 $17.5M
Royal Fund Management, LLC 1.88% Add +7447.7% 179,032 $17.3M
RFG Advisory, LLC 0.48% Add +38.7% 175,778 $17.0M
Clarity Financial LLC 2.03% Reduce -5.1% 175,053 $16.9M
Cubist Systematic Strategies, LLC 0.27% Add +75.2% 174,692 $16.9M
First Interstate Bank 1.00% Reduce -3.0% 170,553 $16.5M
D. Scott Neal, Inc. 8.95% Add +162.6% 168,602 $16.3M
Captrust Financial Advisors 0.05% Add +0.4% 165,380 $16.0M
Mariner, LLC 0.03% Add +34.1% 164,419 $15.9M
SG Americas Securities, LLC 0.07% Add +49.4% 163,080 $15.8M
Trek Financial, LLC 1.12% Add +6.4% 154,694 $15.0M
WBH Advisory Inc. 1.38% Reduce -0.2% 153,601 $14.9M
Prudential PLC 0.07% No change 152,500 $14.8M
NewEdge Advisors, LLC 0.09% Reduce -1.2% 151,058 $14.6M
Dakota Wealth Management 0.34% Add +3.8% 150,583 $14.6M
Diversified Enterprises, LLC 1.32% Reduce -73.4% 142,472 $13.8M
Onyx Bridge Wealth Group LLC 1.97% Add +2975.5% 141,256 $13.7M
Petredis Investment Advisors LLC 1.41% Reduce -4.5% 141,115 $13.7M
Thrivent Financial for Lutherans 0.03% Add +365.5% 140,455 $13.6M
Spinnaker Trust 0.85% Add +1.9% 139,182 $13.5M
Stillwater Capital Advisors, LLC 1.65% Add +3.5% 137,504 $13.3M
Krilogy Financial LLC 0.89% Add +1.2% 137,251 $13.3M
Prosperity Consulting Group, LLC 0.97% Add +19.8% 133,016 $12.9M
EP Wealth Advisors, LLC 0.11% Add +5.9% 132,997 $12.9M
Parker Investment Management, LLC 2.00% Add +4661.1% 132,453 $12.8M
Harbour Trust & Investment Management Co 1.43% Reduce -1.7% 130,061 $12.6M
Kestra Advisory Services, LLC 0.07% Reduce -5.4% 129,834 $12.6M
Analyst IMS Investment Management Services Ltd. 0.46% Reduce -2.3% 129,432 $12.5M
Millennium Management 0.01% Add +27.9% 128,596 $12.4M
Private Advisor Group, LLC 0.07% Reduce -19.3% 128,215 $12.4M
Independent Advisor Alliance 0.16% New 124,997 $12.1M
DAVENPORT & Co LLC 0.07% Add +2.0% 124,053 $12.0M
Theory Financial LLC 5.00% Reduce -5.6% 123,546 $12.0M
Financial Enhancement Group LLC 1.81% Add +62.4% 123,832 $11.9M
Merit Financial Group, LLC 0.21% Add +5.3% 122,311 $11.8M
Ashton Thomas Private Wealth, LLC 0.46% Add +8.6% 121,281 $11.7M
Pinnacle Associates Ltd. 0.16% Add +34.7% 120,626 $11.7M
CWA Asset Management Group, LLC 0.59% Reduce -1.4% 120,456 $11.7M
Spectrum Wealth Counsel, LLC 1.35% Add +1.1% 118,360 $11.5M
Bellwether Advisors, LLC 2.02% Reduce -39.3% 116,397 $11.3M
Equitable Holdings, Inc. 0.10% Reduce -5.6% 113,741 $11.0M
Steward Partners Investment Advisory, LLC 0.10% Add +20.0% 113,565 $11.0M
Old National Bancorp 0.26% Add +3.4% 113,284 $11.0M
Bank Hapoalim BM 1.85% Reduce -2.5% 112,934 $10.9M
Evolution Wealth Advisors, LLC 1.78% Add +2.2% 109,711 $10.6M
Vickerman Investment Advisors, Inc. 2.87% Reduce -2.5% 108,997 $10.6M
Guerra Advisors Inc 5.82% — 108,491 $10.5M
Baird Financial Group, Inc. 0.02% Add +28.7% 104,479 $10.1M
Venture Visionary Partners LLC 0.43% Add +4.4% 104,026 $10.1M
United Capital Financial Advisors, LLC 0.08% Reduce -0.7% 103,703 $10.0M
Caisse de depot et placement du Quebec 0.02% New 99,617 $9.6M
Horizon Wealth Management, LLC 1.67% Add +250.9% 99,417 $9.6M
Estate Counselors, LLC 1.02% Add +0.4% 98,929 $9.6M
Biltmore Wealth Management, LLC 3.98% Reduce -0.2% 98,774 $9.6M
PFG Advisors 0.58% Add +383.3% 97,654 $9.5M
CMH Wealth Management LLC 2.15% Reduce -0.8% 96,842 $9.4M
CoreCap Advisors, LLC 0.42% Reduce -1.0% 95,025 $9.2M
US Bancorp \de 0.01% Add +3.5% 94,677 $9.2M
Proquility Private Wealth Partners, LLC 2.95% Add +2.8% 94,644 $9.2M
Atlas Capital Advisors Inc. 1.16% Add +11.2% 93,761 $9.1M
Client First Capital LLC 4.65% Add +7.9% 93,354 $9.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +35.0% 92,852 $9.0M
Winthrop Capital Management, LLC 2.39% Reduce -4.0% 92,521 $9.0M
Tucker Asset Management LLC 2.00% Reduce -11.1% 90,989 $8.8M
Founders Financial Securities LLC 0.79% Add +11.1% 90,171 $8.7M
Premier Path Wealth Partners, LLC 1.33% Reduce -2.4% 90,133 $8.7M
Leuthold Group, LLC 1.05% Reduce -13.1% 90,057 $8.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.06% No change 88,866 $8.6M
IHT Wealth Management, LLC 0.28% Add +3.6% 88,490 $8.6M
Comerica Bank 0.03% Add +4.3% 87,947 $8.5M
Martin & Co. Inc. 2.07% Reduce -4.4% 86,120 $8.3M
MAI Capital Management 0.06% Add +3.4% 84,670 $8.2M
Corient Private Wealth LP 0.01% Reduce -1.7% 91,355 $8.1M
Waterloo Capital, L.P. 0.84% Add +4.7% 82,717 $8.0M
Avestar Capital, LLC 0.70% Add +0.1% 79,990 $7.7M
Park Avenue Securities LLC 0.08% Add +30.5% 79,915 $7.7M
Belpointe Asset Management LLC 0.46% Add +737.5% 88,287 $7.7M
Chicago Wealth Management, Inc. 3.94% New 78,262 $7.6M
Benjamin Edwards Inc. 0.11% Add +10.4% 77,775 $7.5M
Chemung Canal Trust Co. 1.57% Reduce -7.0% 77,586 $7.5M
Integrated Wealth Concepts LLC 0.09% Add +1.3% 76,824 $7.4M
SteelPeak Wealth, LLC 0.30% New 75,871 $7.3M
Carnegie Investment Counsel 0.21% Add +5.7% 75,355 $7.3M
Conservest Capital Advisors, Inc. 0.75% Add +5.7% 75,170 $7.3M
Blair William & Co. 0.02% Add +1.4% 75,163 $7.3M
Atria Investments, Inc 0.09% Add +6.4% 74,493 $7.2M
Pathstone Holdings, LLC 0.03% Add +6.6% 74,401 $7.2M
Cibc World Market Inc. 0.02% Reduce -97.4% 74,360 $7.2M
Orleans Capital Management Corp. 4.03% Add +1.8% 69,618 $7.2M
Walleye Trading LLC 0.14% Add +652.2% 74,254 $7.2M
Virtue Capital Management, LLC 1.44% Reduce -37.0% 73,727 $7.1M
Schmidt P J Investment Management Inc. 1.23% Add +18.8% 73,104 $7.1M
Prestige Wealth Management Group LLC 1.47% Reduce -0.6% 72,850 $7.1M
Centaurus Financial, Inc. 0.43% Reduce -42.2% 72,654 $7.0M
Orange Investment Advisors, Inc. 0.79% Reduce -0.2% 72,064 $7.0M
Schonfeld Strategic Advisors LLC 0.04% New 71,815 $7.0M
Bar Harbor Wealth Management 0.45% Reduce -3.3% 70,999 $6.9M
Continuum Wealth Advisors, LLC 3.46% Add +8.1% 70,740 $6.8M
Long Run Wealth Advisors, LLC 1.64% Reduce -10.7% 70,503 $6.8M
Oppenheimer & Co. Inc. 0.10% Add +2.7% 70,027 $6.8M
Concurrent Investment Advisors, LLC 0.18% Add +12.2% 69,769 $6.8M
GTS Securities LLC 0.32% Reduce -36.1% 67,788 $6.6M
&partners 0.08% Add +105.1% 65,220 $6.5M
BlueStem Wealth Partners, LLC 0.84% — 66,315 $6.4M
M&T Bank Corp 0.02% Add +0.1% 65,449 $6.3M
Forbes J M & Co. LLP 0.60% No change 64,548 $6.2M
Harbor Capital Advisors, Inc. 0.27% Add +2.0% 64,313 $6.2M
Accurate Wealth Management, LLC 1.19% Add +1068.3% 64,585 $6.2M
Colton Groome Financial Advisors, LLC 2.37% Add +1.2% 63,913 $6.2M
Harrell Investment Partners, LLC 1.71% Reduce -0.6% 63,300 $6.1M
Global Retirement Partners, LLC 0.17% Add +2.3% 62,250 $6.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -38.2% 62,173 $6.0M
Innealta Capital, LLC 2.94% Reduce -50.7% 62,158 $6.0M
Advisory Services Network, LLC 0.11% Reduce -34.9% 61,979 $6.0M
Financially Speaking Inc 4.07% — 61,926 $6.0M
Gladstone Institutional Advisory LLC 0.28% Add +35.1% 61,900 $6.0M
HSBC Holdings PLC 0.00% Add +41.8% 61,326 $5.9M
High Note Wealth, LLC 1.53% Reduce -1.3% 60,770 $5.9M
WealthCare Investment Partners, LLC 2.55% Reduce -4.0% 60,053 $5.8M
Great Valley Advisor Group, Inc. 0.13% Add +37.1% 60,023 $5.8M
Innova Wealth Partners 3.65% Add +1294.7% 59,859 $5.8M
Ascent Wealth Partners, LLC 0.78% Add +0.5% 59,700 $5.8M
Sharper & Granite LLC 2.53% Add +12.5% 59,313 $5.7M
Sykon Capital LLC 1.94% Reduce -10.8% 58,310 $5.6M
Wall Street Financial Group, Inc. 5.49% Add +7.2% 58,028 $5.6M
Jmac Enterprises LLC 0.87% Add +4.7% 57,447 $5.6M
B. Riley Wealth Advisors, Inc. 0.18% Add +3.9% 57,372 $5.6M
First Merchants Corp. 0.21% Add +1.1% 57,293 $5.5M
Roundview Capital LLC 0.38% Add +1.4% 56,280 $5.4M
CX Institutional 0.21% Add +27.1% 55,853 $5.4M
Essex LLC 1.13% Add +2.9% 55,667 $5.4M
Stephens Inc. 0.08% Reduce -3.5% 55,450 $5.4M
New Millennium Group LLC 3.10% Add +5486.7% 54,750 $5.3M
AlphaMark Advisors, LLC 2.28% Add +4.8% 54,419 $5.3M
Leicht Financial Planning & Wealth Management, Inc. 2.67% Reduce -1.8% 53,976 $5.2M
Pallas Capital Advisors LLC 0.22% Reduce -1.5% 53,650 $5.2M
Ferguson Wellman Capital Management, Inc. 0.10% Add +6.0% 53,206 $5.2M
Baker Avenue Asset Management, LP 0.16% Add +4.8% 53,026 $5.1M
Generali Investments, Management Co LLC 1.32% — 52,825 $5.1M
Eisler Capital Management Ltd. 0.17% — 52,500 $5.1M
Cornerstone Wealth Group, LLC 0.42% New 52,675 $5.1M
Peak Retirement Planning, Inc. 3.31% — 51,622 $4.9M
Trust Co 0.56% Add +5.8% 50,455 $4.9M
Callan Capital, LLC 0.36% Reduce -2.4% 50,279 $4.9M
Eastern Bank 0.09% Add +0.8% 49,385 $4.8M
Creative Planning 0.00% Add +35.9% 48,609 $4.7M
Mercer Global Advisors Inc. 0.01% Reduce -64.0% 48,392 $4.7M
Monument Capital Management 1.28% New 47,958 $4.6M
Mutual Advisors, LLC 0.13% Reduce -2.4% 47,663 $4.6M
Symmetry Partners, LLC 0.65% Add +26.1% 47,458 $4.6M
NorthCoast Asset Management LLC 0.02% Reduce -3.9% 47,163 $4.6M
Dai-ichi Life Holdings, Inc. 5.02% Reduce -9.0% 46,600 $4.6M
Western Wealth Management, LLC 0.24% Add +9.9% 47,100 $4.6M
Darwin Wealth Management, LLC 1.52% Reduce -11.9% 46,826 $4.5M
Trust Co. of Oklahoma 1.44% Add +2.4% 46,654 $4.5M
5th Street Advisors, LLC 2.34% Add +0.9% 46,393 $4.5M
Brookstone Capital Management 0.07% Add +50.5% 46,374 $4.5M
Balyasny Asset Management L.P. 0.01% Add +275.4% 46,290 $4.5M
Transcend Capital Advisors, LLC 0.32% Reduce -0.2% 46,232 $4.5M
FMR LLC 0.00% Add +8.3% 46,038 $4.5M
Horizon Investments, LLC 0.13% Add +26.7% 45,566 $4.4M
Banco Santander, S.A. 0.05% Add +12.0% 45,014 $4.4M
Bonfire Financial 3.92% — 44,758 $4.3M
Vaughan David Investments LLC 0.10% Reduce -2.0% 44,698 $4.3M
Terra Nova Asset Management LLC 3.26% Add +0.3% 44,195 $4.3M
Clal Insurance Enterprises Holdings Ltd 0.04% No change 44,100 $4.3M
Attessa Capital LLC 2.87% — 43,528 $4.2M
Simmons Bank 0.30% Reduce -3.4% 42,696 $4.1M
Independent Financial Group, LLC 0.14% Add +10.6% 42,667 $4.1M
Tritonpoint Wealth, LLC 0.37% Reduce -4.1% 42,473 $4.1M
3EDGE Asset Management, LP 0.25% Add +169.0% 42,465 $4.1M
Toth Financial Advisory Corp. 0.48% Reduce -0.2% 42,445 $4.1M
TrinityPoint Wealth, LLC 0.57% Add +4.8% 42,194 $4.1M
Capstone Investment Advisors, LLC 0.05% New 41,973 $4.1M
Freedom Investment Management, Inc. 0.33% Reduce -3.3% 41,335 $4.0M
McCollum Christoferson Group LLC 1.18% Add +8.6% 41,180 $4.0M
First Trust Advisors LP 0.00% New 40,721 $3.9M
Ciovacco Capital Management LLC 2.24% Reduce -1.0% 40,534 $3.9M
Dumont & Blake Investment Advisors LLC 1.04% Add +3.9% 40,043 $3.9M
Friedenthal Financial 2.26% Add +1.2% 39,856 $3.9M
Simplex Trading, LLC 0.11% Add +70.4% 39,855 $3.9M
Transamerica Financial Advisors, LLC 0.38% Add +2.1% 39,529 $3.8M
Fortis Group Advisors, LLC 0.70% Add +1047.0% 38,931 $3.8M
Lowe Brockenbrough & Co. Inc. 0.24% Reduce -0.1% 37,915 $3.7M
Nwam LLC 0.23% Add +10.8% 37,820 $3.7M
Transatlantique Private Wealth LLC 1.39% Add +8.1% 37,758 $3.7M
Signal Advisors Wealth, LLC 0.41% Add +25.9% 37,699 $3.6M
Cooksen Wealth, LLC 3.34% Add +1.9% 37,471 $3.6M
Atria Wealth Solutions, Inc. 0.04% Add +44.9% 37,300 $3.6M
SkyView Investment Advisors, LLC 0.57% Add +7.6% 37,065 $3.6M
Integrated Advisors Network LLC 0.17% Add +17.2% 36,616 $3.5M
WESPAC Advisors SoCal, LLC 0.79% Reduce -29.9% 36,247 $3.5M
Matrix Trust Co 0.61% Add +83.8% 36,063 $3.5M
Great Lakes Advisors, LLC 0.03% Add +304.6% 35,938 $3.5M
Federation des caisses Desjardins du Quebec 0.02% Reduce -4.1% 35,765 $3.5M
Fsa Wealth Partners, Inc. 0.81% Reduce -3.8% 35,617 $3.4M
SRB Corp. 0.19% New 34,940 $3.4M
GeoWealth Management, LLC 0.11% Add +124.9% 34,933 $3.4M
Elevation Point Wealth Partners, LLC 0.27% Add +11.4% 34,796 $3.4M
Prime Capital Investment Advisors, LLC 0.05% Reduce -1.3% 34,401 $3.3M
Canton Hathaway, LLC 0.83% Add +12.5% 34,244 $3.3M
Strategic Financial Partners, Ltd. 1.68% Reduce -4.0% 34,068 $3.3M
Cerity Partners LLC 0.01% Add +34.1% 34,060 $3.3M
Alliancebernstein L.P. 0.00% Reduce -73.5% 33,878 $3.3M
Cresset Asset Management, LLC 0.02% Reduce -39.7% 33,776 $3.3M
Marion Wealth Management 0.86% Reduce -0.2% 33,525 $3.2M
James Investment Research, Inc. 0.38% Reduce -3.7% 33,370 $3.2M
Jones Financial Companies LLLP 0.00% Add +102.3% 33,066 $3.2M
Centric Wealth Management 0.84% Add +14.7% 32,033 $3.1M
Bray Capital Advisors 0.83% Reduce -1.3% 31,544 $3.1M
111 Capital 0.64% — 31,540 $3.1M
Buckingham Capital Management, Inc. 0.35% Add +2.4% 31,381 $3.0M
Sigma Planning Corp 0.09% Add +59.0% 31,111 $3.0M
Natixis Advisors, LLC 0.01% Add +10.6% 30,989 $3.0M
Hilltop Holdings Inc. 0.19% Add +55.3% 30,834 $3.0M
Creative Financial Designs Inc. 0.24% Reduce -10.5% 30,809 $3.0M
Venturi Wealth Management, LLC 0.14% Reduce -5.3% 30,270 $2.9M
Quantinno Capital Management LP 0.03% Add +35.0% 29,708 $2.9M
Modern Wealth Management, LLC 0.11% New 29,674 $2.9M
TD Waterhouse Canada Inc. 0.02% Add +0.5% 29,549 $2.9M
Transform Wealth, LLC 0.16% Add +1.4% 29,524 $2.9M
NWF Advisory Services Inc. 0.42% Reduce -0.5% 29,389 $2.8M
Private Wealth Advisors, LLC 1.24% Add +0.3% 29,264 $2.8M
Beaumont Financial Advisors, LLC 0.21% Add +3.5% 28,843 $2.8M
Stratos Wealth Partners, LTD. 0.04% Reduce -54.3% 28,782 $2.8M
Oak Family Advisors, LLC 1.08% Add +73.6% 28,509 $2.8M
Per Stirling Capital Management, LLC. 0.39% Add +281.6% 28,463 $2.8M
Zullo Investment Group, Inc. 1.11% Reduce -4.1% 28,325 $2.7M
Nelson Capital Management, LLC 0.45% Add +0.4% 28,006 $2.7M
Abound Financial, LLC 1.33% — 27,128 $2.6M
Fourth Dimension Wealth, LLC 1.37% — 27,025 $2.6M
Chesapeake Wealth Management 0.90% Reduce -3.7% 27,023 $2.6M
Smart Portfolios, LLC 2.73% Reduce -7.5% 26,908 $2.6M
Park Edge Advisors, LLC 0.75% Add +25.5% 26,744 $2.6M
Bank of New York Mellon Corp 0.00% Reduce -5.5% 26,666 $2.6M
CreativeOne Wealth, LLC 0.08% Add +34.3% 26,642 $2.6M
Quantitative Investment Management, LLC 0.19% New 26,631 $2.6M
Cary Street Partners Financial LLC 0.08% — 26,131 $2.5M
Level Four Advisory Services, LLC 0.10% Reduce -2.8% 25,812 $2.5M
Axxcess Wealth Management, LLC 0.06% Reduce -36.6% 25,797 $2.5M
RPg Family Wealth Advisory, LLC 0.88% Add +10.4% 25,700 $2.5M
Evercore Wealth Management, LLC 0.04% Reduce -8.1% 25,098 $2.4M
Regal Investment Advisors LLC 0.18% Add +16.2% 25,056 $2.4M
Beacon Pointe Advisors, LLC 0.03% Add +2.6% 24,988 $2.4M
CFC Planning Co LLC 2.57% — 24,820 $2.4M
IAM Advisory, LLC 0.60% Reduce -4.3% 24,385 $2.4M
IFG Advisory, LLC 0.13% Add +1.1% 24,264 $2.3M
Intrua Financial, LLC 0.38% Reduce -7.3% 24,256 $2.3M
Kingstone Capital Partners Texas, LLC 1.91% — 24,264 $2.3M
SMART Wealth LLC 0.83% Add +4.0% 24,201 $2.3M
Syon Capital LLC 0.21% Reduce -13.1% 24,185 $2.3M
Kestra Private Wealth Services, LLC 0.04% Add +8.1% 23,985 $2.3M
Clarus Wealth Advisors 1.15% Add +13.8% 24,112 $2.3M
Patten & Patten Inc. 0.15% Reduce -1.9% 23,869 $2.3M
Apexium Financial, LP 0.14% Add +1.7% 23,738 $2.3M
St. Johns Investment Management Company, LLC 1.07% Reduce -8.6% 23,731 $2.3M
Naples Global Advisors, LLC 0.21% Reduce -0.0% 23,711 $2.3M
AdvisorShares Investments LLC 0.44% Reduce -7.3% 23,481 $2.3M
Joel Isaacson & Co., LLC 0.10% Add +2.4% 23,452 $2.3M
Acute Investment Advisory, LLC 2.49% New 23,426 $2.3M
United Asset Strategies, Inc. 0.21% Reduce -1.8% 23,258 $2.3M
Talon Private Wealth, LLC 0.47% Add +125.3% 23,224 $2.2M
Rovin Capital /Ut/ 0.80% Reduce -1.3% 23,155 $2.2M
Butensky & Cohen Financial Security, Inc. 0.70% Reduce -3.2% 22,914 $2.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.84% Add +19.8% 22,871 $2.2M
Ridgepath Capital Management LLC 1.02% Reduce -39.4% 22,816 $2.2M
One Charles Private Wealth Services, LLC 0.74% Reduce -0.2% 22,764 $2.2M
Morton Community Bank 0.58% Reduce -0.3% 22,733 $2.2M
Holderness Investments Co. 0.48% Reduce -0.1% 22,586 $2.2M
Bramshill Investments, LLC 0.34% Add +26.9% 22,500 $2.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.4% 22,413 $2.2M
Prospera Financial Services Inc 0.05% Add +5.5% 22,340 $2.2M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 7.13% No change 22,260 $2.2M
Bank of Marin 1.68% Reduce -0.3% 21,936 $2.1M
Novare Capital Management LLC 0.18% Reduce -22.2% 21,935 $2.1M
Moulton Wealth Management, Inc. 1.61% Add +105.4% 21,704 $2.1M
Herbst Group, LLC 1.31% Add +1.4% 21,669 $2.1M
Horizon Financial Services, LLC 1.18% Add +36.3% 21,667 $2.1M
Stockman Wealth Management, Inc. 0.33% Reduce -0.3% 21,628 $2.1M
Glenview Trust Co 0.04% Add +44.8% 21,608 $2.1M
Realta Investment Advisors 0.85% Add +1.1% 21,241 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -14.9% 21,358 $2.1M
Point Windward Advisors Inc. 0.77% Reduce -0.7% 21,312 $2.1M
Wellington Shields Capital Management, LLC 0.36% Reduce -0.7% 21,035 $2.0M
German American Bancorp, Inc. 0.21% Add +4.0% 20,944 $2.0M
Cornerstone National Bank & Trust Co 0.92% Add +3.3% 20,775 $2.0M
Fiduciary Group, LLC 0.20% Add +21.7% 20,697 $2.0M
Signet Financial Management, LLC 0.25% Add +24.7% 20,626 $2.0M
Snowden Capital Advisors LLC 0.06% Add +3.0% 20,554 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -14.6% 20,378 $2.0M
Orion Portfolio Solutions, LLC 0.02% Reduce -14.6% 20,378 $2.0M
Patten Group, Inc. 0.44% Add +59.9% 20,335 $2.0M
Bragg Financial Advisors, Inc 0.08% Add +2.6% 20,304 $2.0M
Synergy Asset Management, LLC 0.15% No change 21,693 $2.0M
EPG Wealth Management LLC 0.51% Reduce -10.1% 20,162 $2.0M
Salomon & Ludwin, LLC 0.20% Reduce -1.6% 19,991 $1.9M
MontVue Capital Management, Inc. 1.47% Reduce -1.3% 19,974 $1.9M
Soltis Investment Advisors LLC 0.18% Reduce -3.6% 19,888 $1.9M
Fulcrum Equity Management 1.90% Add +24.8% 19,867 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -2.4% 19,757 $1.9M
Walleye Capital LLC 0.02% New 19,674 $1.9M
PCG Asset Management, LLC 1.65% — 19,437 $1.9M
Associated Banc-Corp 0.06% Reduce -1.7% 19,307 $1.9M
Redwood Financial Network Corp 1.39% Add +1.2% 19,219 $1.9M
Essential Planning, LLC. 0.01% New 19,500 $1.9M
Guardian Asset Advisors, LLC 1.19% Add +1.3% 19,116 $1.8M
Avitas Wealth Management LLC 0.26% Reduce -5.3% 19,054 $1.8M
O'shaughnessy Asset Management, LLC 0.02% Add +33.2% 19,017 $1.8M
Capital Investment Counsel, LLC 0.31% Add +79.7% 18,984 $1.8M
Avantax Advisory Services, Inc. 0.01% Reduce -26.1% 18,770 $1.8M
DDD Partners, LLC 0.22% Add +1.6% 18,739 $1.8M
Sigma Investment Counselors Inc. 0.11% Reduce -1.9% 18,485 $1.8M
Country Trust Bank 0.04% Reduce -0.6% 18,271 $1.8M
Roberts Wealth Advisors, LLC 0.53% Reduce -10.5% 17,880 $1.7M
Whittier Trust Co. 0.02% Reduce -1.4% 17,844 $1.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Reduce -13.6% 17,694 $1.7M
Boltwood Capital Management 0.52% Reduce -6.4% 17,687 $1.7M
Laurel Wealth Advisors LLC 0.27% Add +3.0% 17,529 $1.7M
Foguth Wealth Management, LLC. 0.44% Reduce -41.9% 16,851 $1.7M
Advisory Resource Group 0.36% Reduce -5.0% 17,394 $1.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.25% Add +78.7% 17,358 $1.7M
Advisor OS, LLC 0.19% Reduce -78.1% 17,346 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -9.1% 17,337 $1.7M
Y-Intercept (Hong Kong) Ltd 0.11% Reduce -56.5% 17,236 $1.7M
Sowell Financial Services LLC 0.09% Add +16.6% 17,130 $1.7M
Okabena Investment Services Inc. 0.46% Add +7.4% 17,092 $1.7M
Colony Family Offices, LLC 0.50% No change 16,384 $1.6M
Treynor Bancshares, Inc. 1.66% Reduce -50.2% 16,239 $1.6M
Flagship Harbor Advisors, LLC 0.08% Add +5.5% 16,217 $1.6M
AMG National Trust Bank 0.04% Add +2.0% 16,108 $1.6M
Wellington Management Group LLP 0.00% Add +146.8% 16,071 $1.6M
Diversify Advisory Services, LLC 0.09% Add +48.1% 16,153 $1.5M
Mendel Capital Management LLC 0.93% Add +18.3% 15,867 $1.5M
Brueske Advisory Services, LLC 1.36% — 15,845 $1.5M
HBW Advisory Services LLC 0.16% Reduce -2.7% 15,694 $1.5M
Private Trust Co. NA 0.16% Reduce -15.2% 15,660 $1.5M
Everstar Asset Management, LLC 1.07% Add +2.2% 15,638 $1.5M
Haverford Trust Co 0.01% Reduce -1.4% 15,581 $1.5M
Capital Investment Advisors, LLC 0.03% Add +6.7% 15,370 $1.5M
Scotia Capital Inc. 0.01% Add +26.6% 15,364 $1.5M
Perennial Investment Advisors, LLC 0.17% Add +22.7% 15,276 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -40.3% 15,279 $1.5M
Bfsg, LLC 0.17% Reduce -21.7% 15,257 $1.5M
D.B. Root & Company, LLC 0.47% Add +0.0% 15,166 $1.5M
Mirador Capital Partners LP 0.27% Add +2.0% 15,128 $1.5M
Nvwm, LLC 0.37% Reduce -0.2% 15,031 $1.5M
Donald L. Hagan, LLC 0.75% Reduce -18.7% 15,008 $1.5M
J.W. Cole Advisors, Inc. 0.06% Add +6.2% 14,901 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% New 14,891 $1.4M
RiverGlades Family Offices LLC 1.02% Add +1.3% 14,824 $1.4M
Mosley Wealth Management 0.89% Add +17.5% 14,046 $1.4M
Waverly Advisors, LLC 0.02% Add +175.9% 14,651 $1.4M
Farther Finance Advisors, LLC 0.05% Add +0.4% 14,643 $1.4M
Fairvoy Private Wealth, LLC 0.38% — 14,618 $1.4M
Flputnam Investment Management Co. 0.03% Add +7.5% 14,537 $1.4M
Nations Financial Group Inc, /Ia/ 0.10% Add +4.8% 14,509 $1.4M
Peoples Financial Services Corp. 0.65% Reduce -0.5% 14,404 $1.4M
Avior Wealth Management, LLC 0.05% Reduce -4.5% 14,401 $1.4M
Straightline Group LLC 0.91% — 14,331 $1.4M
Fort Point Capital Partners LLC 0.15% Reduce -0.5% 14,283 $1.4M
TAP Consulting, LLC 0.28% Reduce -12.3% 14,131 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Add +108.9% 14,075 $1.4M
Flagstar Securities, Inc. 0.34% Add +14.7% 13,985 $1.4M
Dearborn Partners LLC 0.06% Add +4.6% 13,959 $1.4M
Csenge Advisory Group 0.07% Add +3.0% 13,866 $1.3M
Wealthcare Advisory Partners LLC 0.04% Add +7.2% 13,630 $1.3M
Spirepoint Private Client, LLC 0.17% Add +8.7% 13,627 $1.3M
Edgestream Partners, L.P. 0.06% Add +15.7% 13,614 $1.3M
Howard Capital Management, LLC 0.02% Reduce -5.4% 13,358 $1.3M
10Elms LLP 1.61% — 13,311 $1.3M
Keybank National Association 0.00% Add +4.9% 13,227 $1.3M
UNIVEST FINANCIAL Corp 0.08% Add +24.5% 13,059 $1.3M
Leslie Global Wealth, LLC 0.59% Add +1.0% 13,052 $1.3M
A. D. Beadell Investment Counsel, Inc. 1.02% Reduce -0.6% 13,034 $1.3M
Harbour Investments, Inc. 0.04% Reduce -9.3% 12,946 $1.3M
Agate Pass Investment Management, LLC 0.56% New 12,799 $1.2M
World Investment Advisors 0.03% Add +320.6% 12,660 $1.2M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -16.3% 12,626 $1.2M
Bailard, Inc. 0.03% Add +3.0% 12,613 $1.2M
Appleton Partners Inc. 0.09% Add +16.1% 12,597 $1.2M
Wolverine Trading, LLC 0.03% New 12,525 $1.2M
Laidlaw Wealth Management LLC 0.53% Reduce -1.0% 12,561 $1.2M
Ashton Thomas Securities, LLC 0.33% Add +8.2% 12,278 $1.2M
Gallagher Fiduciary Advisors, LLC 0.23% Add +4.2% 12,159 $1.2M
Ingalls & Snyder LLC 0.05% No change 12,054 $1.2M
Providence First Trust Co 0.44% Reduce -74.0% 12,017 $1.2M
Berkeley Capital Partners, LLC 0.32% New 12,002 $1.2M
Plimoth Trust Co. LLC 0.30% Reduce -10.3% 11,931 $1.2M
Glass Jacobson Investment Advisors llc 0.38% Reduce -3.7% 11,908 $1.2M
Farmers National Bank 0.33% — 11,857 $1.1M
Cladis Investment Advisory, LLC 0.80% No change 11,715 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.8% 11,684 $1.1M
City Center Advisors, LLC 1.25% Add +2.7% 11,538 $1.1M
Investment Management Corp. /Va/ 0.99% — 11,431 $1.1M
Quartz Partners, LLC 0.67% Reduce -6.2% 11,406 $1.1M
Global Financial Private Client, LLC 0.41% Add +27.4% 11,279 $1.1M
Proffitt & Goodson Inc. 0.18% Add +1.1% 11,246 $1.1M
Magnus Financial Group LLC 0.11% Add +16.0% 11,226 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -0.9% 11,050 $1.1M
QRG Capital Management, Inc. 0.01% Add +6.4% 10,984 $1.1M
Black Maple Capital Management LP 0.81% No change 10,970 $1.1M
Kessler Investment Group, LLC 0.50% Add +2.8% 10,901 $1.1M
ARS Investment Partners, LLC 0.09% Reduce -14.6% 10,667 $1.0M
Silver Oak Securities, Incorporated 0.10% Add +17.8% 10,584 $1.0M
SVB Wealth LLC 0.02% New 10,612 $1.0M
Contravisory Investment Management, Inc. 0.22% Add +7.3% 10,540 $1.0M
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -2.9% 10,473 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Reduce -1.0% 10,394 $1.0M
KKM Financial LLC 0.41% Add +125.3% 9,796 $984K
Simplicity Wealth,LLC 0.20% Reduce -48.1% 10,145 $982K
Global Endowment Management, LP 0.12% No change 10,000 $968K
IFP Advisors, Inc 0.03% Add +33.6% 9,967 $965K
Johnson Investment Counsel Inc. 0.01% Reduce -22.0% 9,954 $964K
Glenmede Trust Co. NA 0.00% Add +2.9% 9,891 $958K
AQR Capital Management 0.00% Add +161.3% 9,851 $954K
Rothschild Wealth LLC 0.28% Reduce -48.4% 9,803 $949K
Schorn Wealth LLC 0.31% New 9,802 $949K
Wedmont Private Capital 0.05% Add +9.5% 9,900 $949K
Elm Partners Management LLC 0.06% Add +43.3% 9,787 $947K
Richardson Financial Services Inc. 0.66% New 9,736 $946K
Richard W. Paul & Associates, LLC 0.34% Reduce -4.9% 9,669 $936K
Summit Financial, LLC 0.03% Add +3.4% 9,641 $933K
Deutsche Bank AG 0.00% Add +504.9% 9,594 $929K
CWC Advisors, LLC. 0.91% Add +2.5% 9,464 $916K
Jacobi Capital Management LLC 0.07% Reduce -0.3% 9,459 $916K
Wealthfront Advisers LLC 0.00% Add +6.8% 9,303 $901K
D.A. Davidson & Co. 0.01% Add +1.3% 9,217 $892K
Correct Capital Wealth Management 0.18% No change 9,135 $884K
Financial Advocates Investment Management 0.05% Add +27.3% 9,073 $878K
AAFMAA Wealth Management & Trust LLC 0.38% Add +2.0% 9,026 $874K
Prelude Capital Management, LLC 0.07% New 8,890 $861K
First Horizon Advisors, Inc. 0.02% Add +0.0% 8,883 $860K
Squarepoint Ops LLC 0.00% Reduce -86.6% 8,854 $857K
Focus Financial Network, Inc. 0.03% Add +2.6% 8,853 $857K
Parallax Volatility Advisers, L.P. 0.02% Reduce -30.3% 8,818 $854K
Whalerock Point Partners, LLC 0.20% No change 8,707 $843K
SP Asset Management LLC 0.07% Reduce -5.8% 8,684 $841K
Victory Financial Group, LLC 0.22% — 8,657 $838K
Wilmington Savings Fund Society, FSB 0.02% Reduce -2.7% 8,638 $836K
Trexquant Investment LP 0.01% Add +16.5% 8,597 $832K
Marcum Wealth, LLC 0.07% Reduce -1.9% 8,594 $832K
Pettyjohn, Wood & White, Inc. 0.15% Reduce -0.6% 8,519 $825K
Savant Capital, LLC 0.01% Add +78.8% 8,499 $823K
Neuberger Berman Group LLC 0.00% Add +0.8% 8,464 $819K
Wedbush Securities Inc. 0.03% Add +31.0% 8,465 $819K
Argent Trust Co 0.03% Add +21.6% 8,438 $817K
HB Wealth Management, LLC 0.01% Reduce -0.7% 8,406 $814K
Hilton Capital Management, LLC 0.07% Reduce -87.2% 8,399 $813K
First National Bank of Hutchinson 0.49% No change 8,365 $810K
Coppell Advisory Solutions LLC 0.11% Reduce -6.4% 8,327 $809K
Trilogy Capital Inc. 0.04% Add +0.6% 8,332 $807K
Brendel Financial Advisors LLC 0.49% Reduce -1.9% 8,316 $805K
Atlas Legacy Advisors, LLC 0.19% — 8,294 $803K
Peterson Wealth Management 0.48% Add +8.8% 8,280 $802K
Calton & Associates, Inc. 0.35% New 8,262 $800K
Northstar Advisory Group, LLC 0.41% New 8,230 $797K
Valeo Financial Advisors, LLC 0.02% Reduce -27.0% 8,208 $795K
Mma Asset Management LLC 0.35% Reduce -56.6% 8,199 $794K
NewEdge Wealth, LLC 0.01% Reduce -38.0% 8,154 $789K
Encompass More Asset Management 0.26% Reduce -35.8% 8,143 $788K
Rational Advisors, Inc. 0.08% New 8,120 $786K
Capstone Wealth Management Group LLC 0.60% — 8,106 $785K
Golden State Wealth Management, LLC 0.12% — 8,103 $784K
Hudson Value Partners, LLC 0.29% Add +6.3% 8,086 $784K
Ifrah Financial Services, Inc. 0.22% Reduce -1.4% 8,062 $780K
CENTRAL TRUST Co 0.02% Reduce -2.6% 8,053 $780K
Meridian Investment Counsel Inc. 0.23% Reduce -0.1% 8,045 $779K
Howard Capital Management Group, LLC 0.05% Reduce -27.3% 8,025 $777K
Ally Invest Advisors Inc. 0.07% Reduce -2.3% 8,022 $777K
Vontobel Holding Ltd. 0.00% Add +15.6% 8,010 $775K
Gateway Wealth Partners, LLC 0.20% Reduce -6.2% 7,956 $770K
Waterway Wealth Management, LLC 0.34% Reduce -2.6% 7,879 $763K
Loudon Investment Management, LLC 0.43% No change 7,830 $758K
True Vision MN LLC 0.45% New 7,783 $753K
Rockingstone Advisors LLC 0.33% Reduce -2.3% 7,690 $744K
Transce3nd, LLC 0.25% — 7,624 $744K
Magnolia Capital Management Ltd. 0.59% No change 7,664 $742K
Bulltick Wealth Management, LLC 0.17% Add +26.4% 7,651 $741K
KWB Wealth 0.09% Reduce -25.8% 8,178 $739K
Arete Wealth Advisors, LLC 0.05% Add +0.2% 7,613 $739K
Iams Wealth Management, LLC 0.34% Add +22.7% 7,625 $738K
WINTON GROUP Ltd 0.05% New 7,618 $737K
Burford Brothers, Inc. 0.36% Add +7.5% 7,613 $737K
Credit Agricole S A 0.00% Add +2.9% 7,580 $734K
Hopwood Financial Services, Inc. 0.55% — 7,510 $727K
Pinnacle Family Advisors, LLC 0.35% New 7,484 $725K
Arrow Financial Corp 0.07% Reduce -0.7% 7,468 $723K
Ascent Group, LLC 0.05% Reduce -7.8% 7,468 $723K
MKT Advisors LLC 0.30% Add +14.9% 7,166 $698K
Fortis Capital Management LLC 0.13% Add +0.3% 7,197 $697K
HRT Financial LP 0.00% New 7,192 $696K
Phillips Wealth Planners LLC 0.69% Add +4.2% 7,245 $694K
Adirondack Trust Co. 0.26% Add +0.7% 7,163 $693K
Fifth Third Wealth Advisors LLC 0.04% Add +8.8% 7,100 $687K
Fig Financial Advisory Services Inc. 0.46% — 7,060 $684K
First Business Financial Services, Inc. 0.07% No change 7,057 $683K
Lunt Capital Management, Inc. 0.27% Reduce -2.8% 7,054 $683K
Pines Wealth Management, LLC 0.30% — 7,106 $681K
WT Wealth Management 0.21% Reduce -3.0% 7,015 $679K
Welch Group, LLC 0.03% New 6,980 $678K
Pure Financial Advisors, LLC 0.02% Add +17.6% 6,998 $677K
Fulton Bank, N.A. 0.03% Add +1.7% 6,993 $677K
Apollon Wealth Management, LLC 0.02% Reduce -4.6% 6,988 $677K
Perigon Wealth Management, LLC 0.02% Add +1.1% 6,948 $671K
LMR Partners LLP 0.02% New 6,908 $669K
Institute for Wealth Management, LLC. 0.08% Add +21.3% 6,828 $661K
Dynamic Wealth Strategies, LLC 0.59% Add +3.0% 6,805 $659K
Advyzon Investment Management, LLC 0.25% — 6,780 $656K
Moors & Cabot, Inc. 0.03% Add +11.2% 6,774 $656K
Regions Financial Corp. 0.00% Reduce -7.7% 6,751 $654K
Monetary Management Group Inc. 0.17% Add +31.1% 6,750 $653K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 6,741 $653K
First United Bank & Trust 0.24% Reduce -5.0% 6,710 $650K
Retirement Planning Group, LLC 0.03% Add +5.1% 6,695 $648K
PFG Investments, LLC 0.04% Reduce -9.9% 6,673 $646K
jvl associates llc 0.24% Reduce -2.2% 6,625 $641K
Madison Wealth Partners, Inc 0.18% Add +0.4% 6,625 $641K
Busey Bank 0.02% Reduce -0.4% 6,582 $637K
Financial Engines Advisors L.L.C. 0.00% New 6,502 $629K
Mgo One Seven LLC 0.02% Add +4.8% 6,499 $629K
Koshinski Asset Management, Inc. 0.05% Add +15.7% 6,437 $623K
Florida Financial Advisors, LLC 0.28% Reduce -16.9% 6,411 $621K
Brass Tax Wealth Management, Inc. 0.13% New 6,365 $616K
Kaizen Financial Strategies 0.35% Add +30.9% 6,364 $616K
Occidental Asset Management, LLC 0.10% Add +1.3% 6,320 $612K
MMBG Investment Advisors Co. 0.07% Add +16.6% 6,320 $612K
Focus Partners Advisor Solutions, LLC 0.01% Add +78.2% 6,241 $604K
Composition Wealth, LLC 0.01% Add +9.0% 6,153 $596K
Greystone Financial Group, LLC 0.10% Reduce -3.4% 6,142 $595K
Second Half Financial Partners, LLC 0.29% Add +3.8% 6,137 $594K
XTX Topco Ltd 0.05% New 6,076 $588K
Whalen Wealth Management Inc. 0.41% Add +39.5% 6,065 $587K
Sherman Asset Management, Inc. 0.53% — 5,996 $580K
Provident Co of the Employees of the Hebrew University LTD 0.67% No change 5,965 $577K
Stratos Wealth Advisors, LLC 0.03% Reduce -5.1% 5,885 $570K
Founders Grove Wealth Partners, LLC 0.16% — 5,830 $564K
Charter Oak Capital Management, LLC 0.05% No change 5,792 $561K
Caldwell Trust Co 0.06% Reduce -14.7% 5,773 $559K
Capital Management Associates 0.66% Reduce -16.9% 5,750 $557K
Childress Capital Advisors, LLC 0.15% No change 5,705 $552K
Hardy Reed LLC 0.05% No change 5,659 $548K
Prevail Innovative Wealth Advisors, LLC 0.16% New 5,599 $542K
Hexagon Capital Partners LLC 0.10% Reduce -6.6% 5,596 $542K
Investor's Fiduciary Advisor Network, LLC 0.21% — 5,540 $536K
Elevated Capital Advisors, LLC 0.15% Reduce -63.3% 5,526 $535K
Tompkins Financial Corp. 0.05% Add +57.1% 5,500 $532K
Peak Financial Advisors LLC 0.28% No change 5,488 $531K
Manchester Capital Management LLC 0.06% Add +2.9% 5,485 $531K
Mystic Asset Management, Inc. 0.14% Add +5.8% 5,480 $531K
Wealthedge Investment Advisors, LLC 0.24% — 5,458 $528K
NBT Bank, N.A. 0.04% Add +2.0% 5,433 $526K
Ironwood Investment Counsel, LLC 0.09% Add +0.1% 5,423 $525K
Brown Brothers Harriman & Co. 0.00% Add +0.3% 5,411 $524K
Blue Chip Partners, LLC 0.04% Add +5.7% 5,388 $522K
Beacon Financial Advisory LLC 0.17% Add +11.7% 5,328 $516K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,291 $512K
Grassi Investment Management 0.04% No change 5,256 $509K
Americana Partners, LLC 0.02% Add +1.7% 5,253 $509K
Ausdal Financial Partners, Inc. 0.04% Add +2.2% 5,233 $507K
Penobscot Investment Management Company, Inc. 0.05% Reduce -6.8% 5,211 $504K
Choate Investment Advisors 0.01% No change 5,177 $501K
AdvisorNet Financial, Inc 0.04% Add +1.4% 5,176 $501K
Tiaa Trust, National Association 0.00% Add +17.9% 5,170 $501K
Gryphon Financial Partners LLC 0.07% Add +8.0% 5,166 $500K
Xcel Wealth Management, LLC 0.14% No change 5,163 $500K
Commerce Bank 0.00% Add +11.0% 5,072 $491K
Elevatus Welath Management 0.17% Add +0.0% 5,069 $491K
Fragasso Financial Advisors Inc 0.04% Add +0.1% 5,040 $488K
Alpine Woods Capital Investors, LLC 0.09% No change 5,000 $484K
Sather Financial Group Inc 0.03% No change 5,000 $484K
Luminist Capital LLC 0.85% — 4,985 $483K
Milestone Asset Management, LLC 0.11% New 4,971 $481K
Citizens Financial Group Inc. 0.01% New 4,970 $481K
Larson Financial Group LLC 0.02% Add +3.3% 4,967 $481K
Swmg, LLC 0.19% Add +3.1% 4,829 $479K
Westbourne Investments, Inc. 0.28% — 4,915 $476K
Financial Counselors Inc. 0.01% Reduce -28.0% 4,902 $475K
Legacy Capital Group California, Inc. 0.14% Add +41.6% 4,885 $473K
Destiny Wealth Partners, LLC 0.08% No change 4,815 $466K
Managed Asset Portfolios, LLC 0.07% New 4,787 $463K
Leavell Investment Management, Inc. 0.02% Add +12.4% 4,741 $459K
Strategic Investment Advisors / MI 0.05% Reduce -12.3% 4,732 $458K
Cullen/Frost Bankers, Inc. 0.01% Add +3.4% 4,727 $458K
Sound View Wealth Advisors Group, LLC 0.04% Add +11.5% 4,717 $457K
Stock Yards Bank & Trust Co. 0.02% No change 4,686 $454K
Rockland Trust Co. 0.02% Add +10.3% 4,684 $453K
Constitution Capital LLC 0.25% Add +11.2% 4,677 $453K
Clarius Group, LLC 0.03% No change 4,672 $452K
Crews Bank & Trust 0.08% — 4,640 $449K
Wealthgarden F.S. LLC 0.42% Reduce -2.7% 4,590 $444K
Trust Point Inc. 0.03% No change 4,524 $438K
Blue Fin Capital, Inc. 0.08% Reduce -1.6% 4,523 $438K
Thompson Davis & Co., Inc. 0.28% Add +12.6% 4,513 $437K
Choreo, LLC 0.01% Reduce -0.7% 4,491 $436K
Financial Advisors Network, Inc. 0.07% — 4,477 $433K
Camelot Technology Advisors, Inc. 0.39% Add +0.6% 4,474 $433K
Visionary Wealth Advisors 0.03% Reduce -74.3% 4,458 $432K
AMJ Financial Wealth Management 0.12% Add +1.7% 4,441 $430K
Enterprise Bank & Trust Co 0.14% No change 4,440 $430K
Global Trust Asset Management, LLC 0.16% Add +14.7% 4,415 $427K
BLB&B Advisors, LLC 0.02% Add +23.0% 4,409 $427K
Chilton Capital Management LLC 0.02% Add +14.9% 4,391 $425K
Montag A & Associates Inc. 0.02% Add +4.2% 4,376 $424K
Keel Point, LLC 0.03% Reduce -0.1% 4,354 $422K
Evoke Wealth, LLC 0.01% Reduce -6.9% 4,346 $421K
Verus Capital Partners, LLC 0.04% Reduce -5.7% 4,365 $417K
Concorde Asset Management, LLC 0.22% Reduce -1.0% 4,290 $415K
Group One Trading LLC 0.01% New 4,283 $415K
CIBC Private Wealth Group LLC 0.00% Add +120.8% 4,255 $414K
Mission Wealth Management, LP 0.01% No change 4,270 $413K
Concentric Capital Strategies, LP 0.03% New 4,261 $413K
Vise Technologies, Inc. 0.03% New 4,249 $411K
Tyler-Stone Wealth Management 0.07% Reduce -0.3% 4,221 $409K
Arkadios Wealth Advisors 0.02% Add +6.5% 4,221 $409K
Kingswood Wealth Advisors, LLC 0.03% Reduce -14.4% 4,189 $406K
Secure Asset Management, LLC 0.06% Add +26.8% 4,184 $405K
Maiden Cove Capital, LLC 0.62% Reduce -0.4% 4,168 $404K
Talisman Wealth Advisors LLC 0.43% Reduce -6.5% 4,160 $403K
Harvey Capital Management Inc. 0.09% No change 4,115 $398K
Wesbanco Bank Inc. 0.01% Reduce -0.4% 4,044 $392K
Safe Harbor Fiduciary, LLC 0.40% Reduce -1.3% 4,041 $391K
Garrett Wealth Advisory Group, LLC 0.09% No change 4,029 $390K
Stratos Investment Management, LLC 0.02% Add +14.7% 4,021 $389K
Hourglass Capital, LLC 0.11% New 4,000 $387K
Alteri Wealth LLC 0.11% — 3,987 $386K
Barnes Wealth Management Group, Inc 0.26% — 3,980 $385K
Amplius Wealth Advisors, LLC 0.04% Reduce -5.0% 3,976 $385K
Access Financial Services, Inc. 0.17% Reduce -1.6% 3,973 $385K
Sagespring Wealth Partners, LLC 0.01% — 3,887 $376K
Centennial Wealth Advisory LLC 0.15% Reduce -3.9% 3,869 $375K
Blueprint Investment Partners LLC 0.06% New 3,867 $374K
Legacy Wealth Management, LLC 0.02% Reduce -1.9% 3,861 $374K
Seven Springs Wealth Group, LLC 0.14% No change 3,813 $369K
Jefferies Financial Group Inc. 0.00% Add +14.7% 3,810 $369K
Prostatis Group LLC 0.11% Reduce -7.9% 3,802 $368K
Councilmark Asset Management, LLC 0.25% No change 3,800 $368K
United Bank 0.16% Add +16.7% 3,797 $368K
Rothschild Capital Partners, LLC 0.09% New 3,770 $365K
SOL Capital Management CO 0.04% Reduce -1.2% 3,735 $362K
Sapient Capital LLC 0.01% New 3,715 $360K
Spartan Planning & Wealth Management 0.33% — 3,706 $359K
Atlanta Consulting Group Advisors, LLC 0.13% Reduce -73.3% 3,697 $358K
St Germain D J Co. Inc. 0.02% No change 3,697 $358K
MWA Asset Management 0.24% Reduce -1.5% 3,665 $355K
First Citizens Bank & Trust Co. 0.01% Reduce -1.9% 3,625 $351K
Smith Anglin Financial, LLC 0.03% Add +45.0% 3,572 $346K
Arlington Financial Advisors, LLC 0.07% New 3,551 $344K
Bokf, NA 0.01% No change 3,582 $343K
DMC Group, LLC 0.28% New 3,530 $342K
First Wilshire Securities Management Inc. 0.09% Add +16.7% 3,500 $339K
Sage Capital Advisors,llc 0.09% No change 3,498 $339K
United Advisor Group, LLC 0.07% Reduce -28.1% 3,498 $339K
Townsquare Capital LLC 0.00% Add +2.1% 3,492 $338K
Means Investment Co., Inc. 0.04% Add +0.3% 3,482 $337K
Journey Strategic Wealth LLC 0.01% Reduce -1.6% 3,470 $336K
KDK Private Wealth Management, LLC 0.34% — 3,418 $331K
Viawealth, LLC 0.20% No change 3,409 $330K
Wealth Watch Advisors, INC 0.21% — 3,408 $330K
First Citizens Financial Corp 0.18% Add +47.6% 3,407 $330K
Juncture Wealth Strategies, LLC 0.12% Add +0.9% 3,395 $329K
Stenger Family Office, LLC 0.11% — 3,367 $326K
Sequent Planning LLC 0.12% Add +40.8% 3,338 $323K
SkyOak Wealth, LLC 0.07% No change 3,272 $317K
Disciplined Investors, L.L.C. 0.30% — 3,295 $316K
Moneta Group Investment Advisors LLC 0.00% New 3,260 $316K
One Day In July LLC 0.03% Add +0.0% 3,259 $316K
Lebenthal Global Advisors, LLC 0.06% Reduce -4.4% 3,245 $314K
Ring Mountain Capital, LLC 0.21% — 3,241 $314K
Nautilus Advisors LLC 0.25% — 3,225 $312K
Midwest Financial Group LLC 0.18% Add +0.1% 3,207 $310K
OneAscent Financial Services LLC 0.03% New 3,197 $310K
Astra Wealth Partners LLC 0.29% — 3,196 $309K
Fourpath Capital Management, LLC 0.06% Add +12.5% 3,177 $308K
Severin Investments, LLC 0.31% — 3,167 $307K
International Assets Investment Management, LLC 0.03% New 3,137 $305K
JPL Wealth Management, LLC 0.09% — 3,140 $304K
One River Asset Management, LLC 0.45% New 3,124 $303K
Brady Family Wealth, LLC 0.09% No change 3,104 $300K
Bowman & Co S.C. 0.16% New 3,091 $299K
Founders Financial Alliance, LLC 0.08% Reduce -1.9% 3,085 $299K
Abbot Financial Management, Inc. 0.15% No change 3,075 $298K
LPWM LLC 0.10% New 3,066 $297K
McAdam, LLC 0.02% Add +0.7% 3,051 $295K
Colonial River Investments, LLC 0.14% Reduce -1.1% 3,047 $295K
Cape Cod Five Cents Savings Bank 0.03% No change 3,256 $294K
WMS Partners, LLC 0.02% Add +0.3% 3,038 $294K
Accel Wealth Management 0.11% No change 3,023 $293K
Debussy Capital Management LP 0.04% Reduce -0.2% 2,877 $290K
Valley Wealth Managers, Inc. 0.02% No change 2,993 $290K
Good Life Advisors, LLC 0.02% New 2,982 $289K
Empower Advisory Group, LLC 0.00% Add +1.1% 2,974 $288K
Total Wealth Planning & Management, Inc. 0.28% — 2,942 $285K
Ieq Capital, LLC 0.00% Reduce -5.2% 2,919 $283K
YHB Investment Advisors, Inc. 0.02% No change 2,919 $283K
Sebold Capital Management, Inc. 0.19% New 2,910 $282K
Legacy Private Trust Co. 0.02% Reduce -5.7% 2,902 $281K
Quadrant Private Wealth Management, LLC 0.07% No change 2,891 $280K
Insigneo Advisory Services, LLC 0.03% Reduce -2.5% 2,872 $278K
Avalon Capital Management 0.09% New 2,866 $277K
Mitchell Sinkler & Starr 0.07% Reduce -5.0% 2,850 $276K
First International Bank & Trust 0.09% No change 2,845 $275K
ABLE Financial Group, LLC 0.08% Reduce -3.8% 2,841 $275K
Cornerstone Wealth Management, LLC 0.02% Add +0.1% 2,835 $274K
Watts Gwilliam & Co., LLC 0.06% No change 2,797 $274K
InTrack Investment Management Inc 0.19% No change 2,855 $273K
Synovus Financial Corp. 0.00% Reduce -22.8% 2,806 $272K
Coordinated Financial Services, Inc. 0.21% — 2,786 $270K
Family Firm, Inc. 0.06% Reduce -0.1% 2,774 $269K
Prosperity Wealth Management, Inc. 0.11% Reduce -0.1% 2,767 $268K
Tyche Wealth Partners LLC 0.06% Reduce -0.5% 2,765 $268K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.2% 2,764 $268K
Obsidian Personal Planning Solutions LLC 0.13% No change 2,584 $265K
Integrity Alliance, Llc. 0.03% — 2,730 $264K
Rollins Financial Advisors, LLC 0.04% Reduce -2.7% 2,725 $264K
Mechanics Bank Trust Department 0.03% New 2,695 $261K
Waldron Private Wealth LLC 0.01% Add +5.6% 2,695 $261K
World Equity Group, Inc. 0.05% New 2,642 $256K
SC&H Financial Advisors, Inc. 0.05% No change 2,640 $256K
Nadler Financial Group, Inc. 0.03% No change 2,630 $255K
Hoxton Planning & Management, LLC 0.10% No change 2,619 $254K
One Capital Management, LLC 0.01% Reduce -33.9% 2,618 $253K
Bank of New Hampshire 0.06% No change 2,606 $252K
Kovack Advisors, Inc. 0.02% Add +0.0% 2,601 $252K
Sterling Investment Management, LLC 0.20% Reduce -22.9% 2,599 $252K
Signaturefd, LLC 0.00% Add +28.3% 2,597 $251K
Brown Advisory Inc. 0.00% Add +5.5% 2,596 $251K
Duncker Streett & Co. Inc. 0.05% Reduce -10.7% 2,580 $250K
Brighton Jones LLC 0.01% New 2,580 $250K
Icon Wealth Advisors, LLC 0.02% Reduce -9.8% 2,575 $249K
Strategic Wealth Partners, Ltd. 0.02% New 2,366 $248K
Arlington Capital Management, Inc. 0.17% Reduce -40.5% 2,556 $247K
Ironwood Financial, llc 0.05% No change 2,552 $247K
Raffa Wealth Management, LLC 0.06% Add +11.1% 2,541 $246K
RMR Wealth Builders 0.03% Reduce -0.1% 2,538 $246K
Vista Investment Management 0.09% Add +1.6% 2,510 $243K
Evernest Financial Advisors, LLC 0.06% No change 2,500 $242K
New Century Financial Group, LLC 0.10% Reduce -7.7% 2,461 $241K
Collaborative Wealth Managment Inc. 0.11% Reduce -1.3% 2,484 $240K
Caprock Group, LLC 0.01% New 2,464 $239K
Narus Financial Partners, LLC 0.08% Reduce -0.2% 2,446 $237K
Y.D. More Investments Ltd 0.02% No change 2,430 $235K
Kraft, Davis & Associates, LLC 0.07% Reduce -1.0% 2,264 $234K
Invera Wealth Advisors, LLC 0.23% No change 2,340 $233K
Bison Wealth, LLC 0.05% Add +0.1% 2,398 $232K
4WEALTH Advisors, Inc. 0.24% — 2,377 $230K
Three Bridge Wealth Advisors, LLC 0.08% No change 2,364 $229K
First National Trust Co 0.01% No change 2,363 $229K
BCS Wealth Management 0.06% No change 2,356 $228K
Montecito Bank & Trust 0.04% Reduce -22.7% 2,318 $224K
Camarda Financial Advisors, LLC 0.08% Add +3.9% 2,314 $224K
Stonebrook Private Inc. 0.06% New 2,299 $223K
Aries Wealth Management 0.06% No change 2,297 $222K
Wetzel Investment Advisors, Inc. 0.11% Add +0.5% 2,278 $221K
Nixon Peabody Trust Co. 0.02% No change 2,250 $218K
CRA Financial Services, LLC 0.04% Reduce -6.4% 2,203 $213K
Byrne Asset Management LLC 0.17% Add +2.9% 2,161 $209K
Apella Capital, LLC 0.01% Reduce -7.0% 2,161 $209K
EverSource Wealth Advisors, LLC 0.01% Add +458.6% 2,145 $208K
Main Street Financial Solutions, LLC 0.02% New 2,131 $206K
Parallel Advisors, LLC 0.00% Reduce -30.9% 2,129 $206K
Firestone Capital Management 0.05% New 2,121 $205K
Integrity Wealth Advisors, Inc. 0.15% — 2,104 $204K
Meridian Financial Advisors, LLC 0.14% New 2,100 $203K
Rwa Wealth Partners, LLC 0.00% New 2,090 $202K
Pinnacle Financial Partners Inc 0.00% New 2,086 $202K
Straight Path Wealth Management 0.08% New 2,081 $201K
Kennicott Capital Management LLC 0.10% New 2,077 $201K
Canopy Partners, LLC 0.08% New 2,074 $201K
Legacy Financial Group, Inc. 0.06% New 2,074 $201K
2UniFi Bank 0.13% — 2,018 $195K
Colonial Trust Advisors 0.02% Reduce -11.9% 1,931 $187K
Rosenberg Matthew Hamilton 0.05% No change 1,930 $187K
AlphaCore Capital LLC 0.04% No change 1,900 $184K
Caldwell Sutter Capital, Inc. 0.08% No change 1,862 $180K
Addison Advisors LLC 0.05% No change 1,813 $176K
Aptus Capital Advisors, LLC 0.00% Reduce -98.5% 1,777 $172K
Parkside Financial Bank & Trust 0.02% Add +1618.6% 1,753 $170K
Acropolis Investment Management, LLC 0.01% Add +0.1% 1,738 $168K
Ogorek Anthony Joseph /NY/ 0.05% Add +0.2% 1,743 $168K
Caxton Associates LP 0.01% New 1,691 $164K
Ameriflex Group, Inc. 0.07% — 1,597 $164K
GAMMA Investing LLC 0.01% No change 1,629 $158K
GPS Wealth Strategies Group, LLC 0.02% Add +16.3% 1,626 $157K
ORG Partners LLC 0.02% Add +0.1% 1,554 $151K
UMB Bank, n.a. 0.00% Reduce -44.7% 1,556 $151K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% No change 1,430 $138K
MV Capital Management, Inc. 0.01% No change 1,386 $134K
Plante Moran Financial Advisors, LLC 0.01% No change 1,364 $132K
Sunbelt Securities, Inc. 0.01% Add +618.5% 1,358 $132K
Heritage Wealth Advisors 0.01% No change 1,311 $127K
Avion Wealth 0.03% Reduce -5.4% 1,311 $126K
Atticus Wealth Management, LLC 0.04% Reduce -8.4% 1,243 $120K
Franklin Resources Inc. 0.00% No change 1,237 $120K
CVA Family Office, LLC 0.02% Add +0.2% 1,186 $115K
SYM FINANCIAL Corp 0.01% Add +24.8% 1,133 $110K
Independence Bank of Kentucky 0.02% Reduce -1.5% 1,132 $110K
Activest Wealth Management 0.03% Reduce -83.3% 1,129 $109K
Vestor Capital, LLC 0.01% No change 1,101 $107K
Clearstead Advisors, LLC 0.00% Reduce -7.2% 1,072 $104K
Medallion Wealth Advisors, LLC 0.05% — 1,070 $104K
Geneos Wealth Management Inc. 0.00% No change 1,007 $97K
SouthState Bank Corp 0.01% Add +452.0% 955 $92K
Investors Research Corp 0.02% No change 951 $92K
Winch Advisory Services, LLC 0.02% Reduce -9.7% 948 $92K
Farmers & Merchants Investments Inc. 0.00% No change 926 $90K
Bangor Savings Bank 0.01% No change 917 $89K
Concord Wealth Partners 0.01% Add +240.0% 901 $87K
Jackson Hole Capital Partners, LLC 0.02% No change 900 $87K
Angeles Wealth Management, LLC 0.01% Reduce -25.0% 900 $87K
Armstrong Advisory Group, Inc. 0.01% No change 889 $86K
Continuum Advisory, LLC 0.01% Add +9.6% 867 $84K
Ancora Advisors LLC 0.00% Reduce -3.1% 861 $83K
HHM Wealth Advisors, LLC 0.01% Reduce -46.2% 851 $82K
Paladin Advisory Group, LLC 0.06% No change 807 $78K
LFA - Lugano Financial Advisors SA 0.05% No change 801 $78K
Tortoise Investment Management, LLC 0.01% No change 800 $77K
First Community Trust NA 0.05% No change 794 $77K
Arax Advisory Partners 0.00% Add +109.7% 776 $75K
Allworth Financial LP 0.00% Add +58.4% 727 $72K
Russell Investments Group, Ltd. 0.00% Reduce -2.3% 727 $70K
Provident Wealth Management, LLC 0.02% No change 711 $69K
Centennial Bank 0.03% No change 706 $68K
Capital Investment Advisory Services, LLC 0.01% Add +72.5% 702 $68K
Capital Analysts, LLC 0.00% Reduce -13.6% 693 $67K
Godsey & Gibb, Inc. 0.01% No change 672 $65K
Comprehensive Financial Planning, Inc. 0.05% — 668 $65K
Principal Securities, Inc. 0.00% Add +19.2% 640 $62K
Park Square Financial Group, LLC 0.04% — 636 $62K
Smartleaf Asset Management LLC 0.01% No change 617 $60K
Concourse Financial Group Securities, Inc. 0.00% Add +46.2% 595 $59K
Caitlin John, LLC 0.04% Add +0.7% 558 $54K
Sage Mountain Advisors LLC 0.00% No change 558 $54K
NFSG Corp 0.01% Add +4.3% 552 $53K
Marathon Trading Investment Management LLC 0.01% New 552 $53K
Aventura Private Wealth, LLC 0.03% — 551 $53K
Integrity Financial Corp 0.03% Add +0.4% 548 $53K
JFS Wealth Advisors, LLC 0.00% No change 508 $49K
Runnymede Capital Advisors, Inc. 0.04% — 504 $49K
West Branch Capital LLC 0.02% No change 499 $48K
Truvestments Capital LLC 0.01% Reduce -1.2% 497 $48K
Cornerstone Planning Group LLC 0.01% Reduce -32.1% 476 $48K
Moisand Fitzgerald Tamayo, LLC 0.01% New 495 $48K
Webster Bank, N. A. 0.01% No change 490 $47K
Howe & Rusling Inc. 0.00% Reduce -4.0% 476 $46K
Register Financial Advisors LLC 0.02% Add +6.9% 467 $45K
WR Wealth Planners, LLC 0.01% No change 457 $44K
United Community Bank 0.02% No change 449 $43K
BankPlus Trust Department 0.01% — 435 $42K
PSI Advisors, LLC 0.01% Add +49.0% 429 $42K
Sound Income Strategies, LLC 0.00% Add +51.8% 422 $41K
Beacon Capital Management, LLC 0.00% No change 386 $37K
Birchbrook, Inc. 0.02% New 378 $37K
Roxbury Financial LLC 0.04% — 371 $37K
Tower Research Capital LLC (TRC) 0.00% Reduce -98.8% 373 $36K
University of Texas/Texas Am Investment Management Co. 0.00% No change 370 $36K
MCF Advisors LLC 0.00% No change 356 $34K
Westside Investment Management, Inc. 0.01% No change 356 $34K
Rice Partnership, LLC 0.01% No change 332 $32K
SBI Securities Co., Ltd. 0.00% — 325 $31K
Castleview Partners, LLC 0.02% No change 316 $31K
Anchor Investment Management, LLC 0.00% No change 300 $29K
BTG Pactual Asset Management US LLC 0.00% New 292 $29K
Arlington Trust Co LLC 0.01% New 290 $28K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -99.0% 284 $27K
Red Tortoise LLC 0.01% Add +0.4% 275 $27K
Harbor Investment Advisory, LLC 0.00% Reduce -0.7% 273 $26K
Private Capital Management LLC 0.01% No change 269 $26K
First Command Advisory Services, Inc. 0.00% No change 266 $26K
Reyes Financial Architecture, Inc. 0.02% — 262 $25K
Bessemer Group Inc. 0.00% No change 261 $25K
WPG Advisers, LLC 0.02% — 247 $24K
Solstein Capital, LLC 0.01% No change 243 $24K
SJS Investment Consulting Inc. 0.00% No change 233 $23K
Archer Investment Corp 0.01% No change 227 $22K
Key Financial Inc 0.00% No change 222 $21K
Glen Eagle Advisors, LLC 0.00% No change 220 $21K
Briaud Financial Planning Inc 0.01% New 224 $21K
Bogart Wealth, LLC 0.00% No change 215 $21K
Mark Sheptoff Financial Planning, LLC 0.01% No change 214 $21K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 213 $21K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 211 $20K
Ameritas Investment Partners, Inc. 0.00% No change 209 $20K
Kohmann Bosshard Financial Services, LLC 0.00% New 205 $20K
Balentine LLC 0.00% Add +108.3% 200 $19K
NorthRock Partners, LLC 0.00% No change 200 $19K
Salem Investment Counselors Inc. 0.00% Reduce -20.3% 196 $19K
City Holding Co. 0.00% Add +8.3% 196 $19K
Pacific Center for Financial Services 0.00% No change 180 $17K
Versant Capital Management, Inc 0.00% No change 176 $17K
Provenance Wealth Advisors, LLC 0.00% No change 173 $17K
American National Bank & Trust 0.00% No change 168 $16K
Johnson Financial Group, Inc. 0.00% No change 148 $15K
REAP Financial Group, LLC 0.00% No change 154 $15K
Van Hulzen Asset Management, LLC 0.00% New 151 $15K
Glassman Wealth Services 0.00% No change 150 $15K
Covestor Ltd 0.01% Add +6.0% 142 $14K
Community Bank, N.A. 0.00% No change 139 $13K
PFS Partners, LLC 0.01% No change 137 $13K
Quest 10 Wealth Builders, Inc. 0.01% — 132 $13K
one8zero8, LLC 0.00% — 125 $12K
Barrett & Company, Inc. 0.00% New 114 $11K
Financial Connections Group, Inc. 0.01% No change 115 $11K
Valley National Advisers Inc. 0.00% No change 119 $11K
Oarsman Capital, Inc. 0.00% No change 109 $11K
Legacy Investment Solutions, LLC 0.01% No change 101 $10K
Legacy Wealth Managment, LLC 0.01% No change 101 $10K
Rakuten Securities, Inc. 0.00% Add +208.8% 105 $10K
Brooklyn Investment Group 0.00% New 103 $10K
New England Capital Financial Advisors LLC 0.00% No change 102 $10K
Sandy Spring Bank 0.00% Reduce -37.3% 101 $10K
Brown, Lisle/Cummings, Inc. 0.00% New 100 $10K
IAG Wealth Partners, LLC 0.00% No change 100 $10K
Wellington Shields & Co., LLC 0.00% No change 96 $9K
Central Pacific Bank - Trust Division 0.00% No change 94 $9K
Founders Capital Management 0.01% No change 93 $9K
Crewe Advisors LLC 0.00% No change 91 $9K
Mather Group, Llc. 0.00% Add +19.2% 87 $8K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -95.4% 91 $8K
Tower View Wealth Management LLC 0.00% Add +19.4% 80 $8K
Cassady Schiller Wealth Management, LLC 0.00% No change 78 $8K
HM Payson & Co. 0.00% No change 74 $7K
Cedar Mountain Advisors, LLC 0.00% New 73 $7K
North Star Investment Management Corp. 0.00% New 68 $7K
Eukles Asset Management 0.00% No change 67 $6K
Logan Capital Management Inc. 0.00% No change 67 $6K
First PREMIER Bank 0.00% Reduce -15.4% 66 $6K
Tsfg, LLC 0.00% No change 61 $6K
Daiwa Securities Group Inc. 0.00% Add +335.7% 61 $6K
Fairfield Financial Advisors, LTD 0.00% No change 52 $5K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -13.6% 51 $5K
LRI Investments, LLC 0.00% No change 51 $5K
Gold Investment Management Ltd. 0.00% No change 50 $5K
Missouri Trust & Investment Co 0.00% No change 50 $5K
Tidemark, LLC 0.00% Reduce -81.6% 45 $4K
Atala Financial Inc 0.00% — 45 $4K
Cape Investment Advisory, Inc. 0.00% Add +330.0% 43 $4K
Union Savings Bank 0.00% No change 42 $4K
North Ridge Wealth Advisors, Inc. 0.00% New 41 $4K
MGB Wealth Management, LLC 0.00% New 40 $4K
Legacy Bridge, LLC 0.00% No change 37 $4K
Hazlett, Burt & Watson, Inc. 0.00% New 32 $3K
Coston, McIsaac & Partners 0.00% No change 41 $3K
GoalVest Advisory LLC 0.00% New 29 $3K
Element Wealth, LLC 0.00% No change 28 $3K
Family Manage LLC 0.00% New 28 $3K
Raleigh Capital Management Inc. 0.00% Reduce -99.8% 26 $3K
Quent Capital, LLC 0.00% New 26 $3K
Financial Gravity Companies, Inc. 0.00% New 21 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 21 $2K
McClarren Financial Advisors, Inc. 0.01% Reduce -74.4% 23 $2K
Wood Tarver Financial Group, LLC 0.00% — 28 $2K
TD Private Client Wealth LLC 0.00% Reduce -4.8% 20 $2K
Cranbrook Wealth Management, LLC 0.00% No change 20 $2K
Resources Management Corp. /CT/ 0.00% No change 10 $1K
Bridge Generations Wealth Management LLC 0.00% — 10 $969
Rise Advisors, LLC 0.00% New 9 $874
Weaver Capital Management LLC 0.00% No change 9 $872
Mattson Financial Services, LLC 0.00% New 4 $362
RE Dickinson Investment Advisors, LLC 0.00% New 266 $258

"% 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.