SS Comm Select Sector SPDRXLCETF

13F holders, Q1 2025 (March 31)
1,071holders +19
104new positions
73sold out
7famous investors
$96.98avg. 13F price*

At the end of Q1 2025, 1,071 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, up 19 from Q4 2024. 104 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($4.1B), JPMorgan Chase & Co. ($936.5M) and Wells Fargo & Company ($799.5M). 7 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SS Comm Select Sector SPDR
Filed as
SELECT SECTOR SPDR TR (Q1 2025)
CUSIP
81369Y852
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions104$373.0M
Exits73$164.5M

All 13F filers, Q4 2024 → Q1 2025: 14,691,448 shares bought and 13,281,539 shares sold, net +1,409,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,071 holders

Bank of America Corp. 0.37% Reduce -1.1% 42,953,530 $4.1B
JPMorgan Chase & Co. 0.07% Add +0.5% 9,709,789 $936.5M
Wells Fargo & Company 0.19% Add +4.5% 8,289,542 $799.5M
Morgan Stanley 0.05% Add +6.8% 7,254,690 $699.7M
LPL Financial LLC 0.21% Add +5.4% 5,516,259 $532.0M
Envestnet Asset Management Inc. 0.16% Add +19.7% 5,273,154 $508.6M
Raymond James Financial Inc. 0.15% Reduce -3.7% 4,253,675 $410.3M
Ameriprise Financial Inc. 0.11% Add +4.1% 4,066,890 $392.3M
CHURCHILL MANAGEMENT Corp 4.92% Reduce -1.6% 4,018,913 $387.6M
UBS Group AG 0.08% Add +1.1% 3,575,790 $344.9M
Charles Schwab Investment Management Inc. 0.05% Reduce -7.9% 2,839,328 $273.9M
Truist Financial Corp. 0.40% Reduce -3.5% 2,553,516 $246.3M
Janney Montgomery Scott LLC 0.69% Reduce -6.1% 2,531,090 $244.1M
State Street Corp. 0.01% Reduce -0.3% 2,455,333 $236.8M
Barclays PLC 0.11% Reduce -51.6% 2,432,749 $234.6M
Migdal Insurance & Financial Holdings Ltd. 3.28% Add +4.8% 2,423,061 $233.7M
Harel Insurance Investments & Financial Services Ltd. 2.61% Add +0.1% 2,070,939 $199.7M
Cibc World Market Inc. 0.45% Add +2628.8% 2,029,120 $195.7M
WestEnd Advisors, LLC 5.05% Reduce -8.1% 1,972,555 $190.3M
Main Management ETF Advisors, LLC 8.95% Reduce -70.8% 892,215 $184.2M
PGIM Custom Harvest LLC 3.77% Add +8.7% 1,633,712 $157.6M
Royal Bank of Canada 0.04% Add +16.5% 1,631,873 $157.4M
Marshall Wace, LLP 0.20% Add +143.4% 1,509,523 $145.6M
Menora Mivtachim Holdings LTD. 0.92% New 1,463,175 $141.1M
BNP Paribas Financial Markets 0.09% Add +50.1% 1,198,334 $115.6M
BlackRock, Inc. 0.00% Reduce -24.4% 1,196,891 $115.4M
Donaldson Capital Management, LLC 3.65% Add +20.3% 1,002,317 $96.7M
CW Advisors, LLC 1.16% Reduce -1.1% 1,002,268 $96.7M
Goldman Sachs Group Inc. 0.02% Add +36.0% 903,167 $87.1M
Main Management LLC 7.65% Reduce -4.8% 901,382 $86.9M
J.Safra Asset Management Corp 6.08% Add +3.3% 775,515 $74.8M
Meitav Investment House Ltd. 1.28% Reduce -48.0% 718,013 $69.2M
SRB Corp. 4.49% Add +1945.0% 714,509 $68.9M
Agf Management Ltd. 0.36% Reduce -2.7% 706,422 $68.1M
Foundations Investment Advisors, LLC 1.25% Reduce -7.7% 703,448 $67.8M
Richard Bernstein Advisors LLC 1.60% New 685,668 $66.1M
Stifel Financial Corp. 0.07% Reduce -4.0% 682,500 $65.8M
Main Management Fund Advisors LLC 9.64% Add +10.4% 682,000 $65.8M
Fisher Asset Management 0.03% Reduce -3.4% 679,005 $65.5M
Manufacturers Life Insurance Company, The 0.06% Add +30.4% 678,732 $65.5M
KCM Investment Advisors LLC 2.35% Add +4.5% 674,811 $65.1M
Victory Capital Management Inc. 0.07% Reduce -5.7% 668,606 $64.5M
MML Investors Services, LLC 0.21% Add +55.2% 646,718 $62.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.92% Reduce -18.0% 643,406 $62.1M
RiverFront Investment Group, LLC 1.14% Add +2.9% 529,097 $51.0M
Osaic Holdings, Inc. 0.11% Reduce -3.7% 509,854 $49.2M
Cetera Investment Advisers 0.09% Add +17.3% 504,393 $48.6M
Advisory Alpha, LLC 1.62% Add +10.6% 495,056 $47.7M
Northern Trust Corp. 0.01% Add +8.0% 484,300 $46.7M
Assetmark, Inc. 0.12% Reduce -17.4% 461,562 $44.5M
Alps Advisors Inc. 0.26% Add +22.8% 460,621 $44.4M
HighTower Advisors, LLC 0.06% Reduce -1.7% 454,244 $43.8M
Caisse de depot et placement du Quebec 0.09% Add +343.7% 442,003 $42.6M
Moss Adams Wealth Advisors LLC 4.40% Add +2.7% 433,517 $41.8M
Bank of Montreal 0.02% Add +16.3% 412,439 $39.8M
Swan Global Investments, LLC 2.01% Reduce -7.5% 410,513 $39.6M
Commonwealth Equity Services, LLC 0.05% Add +11.8% 391,656 $37.8M
Citigroup Inc. 0.03% Add +47.1% 380,443 $36.7M
Kingsview Wealth Management, LLC 0.69% Reduce -4.2% 379,926 $36.6M
Rockefeller Capital Management L.P. 0.09% Reduce -3.4% 365,017 $35.2M
1832 Asset Management L.P. 0.06% Reduce -20.4% 342,084 $33.0M
Janney Capital Management LLC 2.21% Reduce -2.4% 333,688 $32.2M
Cwm, LLC 0.13% Add +6.2% 325,672 $31.4M
Gerber Kawasaki Wealth & Investment Management 1.39% Reduce -2.4% 320,632 $30.9M
Anfield Capital Management, LLC 11.17% Add +52.2% 313,729 $30.3M
Tudor Investment Corporation 0.27% Reduce -39.7% 310,978 $30.0M
Oppenheimer Asset Management Inc. 0.36% Reduce -7.6% 304,116 $29.3M
SummitTX Capital, L.P. 1.17% — 274,181 $26.4M
Lido Advisors, LLC 0.16% Add +5.2% 272,052 $26.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4.16% Reduce -26.7% 261,100 $25.2M
Spire Wealth Management 0.80% Reduce -0.6% 258,004 $24.9M
Fifth Third Bancorp 0.09% Reduce -1.2% 254,662 $24.6M
Bank Hapoalim BM 3.66% Add +122.9% 251,759 $24.3M
Cambridge Investment Research Advisors, Inc. 0.08% Add +14.8% 243,854 $23.5M
Focus Partners Wealth 0.06% Reduce -22.0% 243,459 $23.5M
Tocqueville Asset Management L.P. 0.38% Add +2.8% 240,524 $23.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.90% No change 240,156 $23.2M
Itau Unibanco Holding S.A. 0.89% Add +32.6% 239,045 $23.1M
Asset Advisors Investment Management, LLC 2.35% Add +4.0% 232,133 $22.4M
Sanctuary Advisors, LLC 0.15% Add +8.5% 220,563 $21.3M
AE Wealth Management LLC 0.18% Add +7.3% 216,165 $20.8M
Robertson Stephens Wealth Management, LLC 0.75% Reduce -18.4% 207,407 $20.0M
Full Sail Capital, LLC 1.25% Reduce -0.6% 200,918 $19.4M
Peapack Gladstone Financial Corp. 0.29% Reduce -2.3% 200,377 $19.3M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -19.5% 200,256 $19.2M
TCV Trust & Wealth Management, Inc. 1.77% Reduce -0.5% 197,910 $19.1M
Miller Investment Management, LP 2.07% Reduce -0.2% 194,145 $18.7M
IMZ Advisory Inc 8.45% Add +2.1% 193,082 $18.6M
Clarity Financial LLC 2.12% Add +9.0% 190,734 $18.4M
Westwood Holdings Group Inc. 0.14% Reduce -2.4% 190,113 $18.3M
D. Scott Neal, Inc. 9.80% Add +8.7% 183,230 $17.7M
Ayalon Insurance Comp Ltd. 5.65% No change 181,525 $17.5M
Susquehanna International Group, LLP 0.03% Add +1083.1% 180,766 $17.4M
PNC Financial Services Group, Inc. 0.01% Reduce -3.9% 176,197 $17.0M
Sequoia Financial Advisors, LLC 0.13% Reduce -35.4% 175,357 $16.9M
Graypoint LLC 1.02% Reduce -9.7% 169,945 $16.4M
Aptus Capital Advisors, LLC 0.18% Add +9400.7% 168,828 $16.3M
Analyst IMS Investment Management Services Ltd. 0.63% Add +29.1% 167,090 $16.1M
Krilogy Financial LLC 1.04% Add +21.1% 166,163 $16.0M
WBH Advisory Inc. 1.49% Add +7.5% 165,125 $15.9M
Trek Financial, LLC 1.13% Add +4.6% 161,856 $15.6M
Ashton Thomas Private Wealth, LLC 0.59% Add +32.4% 160,606 $15.5M
Mariner, LLC 0.03% Reduce -2.7% 160,016 $15.4M
Horizon Wealth Management, LLC 2.59% Add +60.5% 159,542 $15.4M
Theory Financial LLC 6.46% Add +28.5% 158,754 $15.3M
Captrust Financial Advisors 0.04% Reduce -4.6% 157,701 $15.2M
NewEdge Advisors, LLC 0.09% Add +2.7% 155,188 $15.0M
First Interstate Bank 0.88% Reduce -10.6% 152,568 $14.7M
McElhenny Sheffield Capital Management, LLC 5.47% New 151,382 $14.6M
RFG Advisory, LLC 0.39% Reduce -14.1% 151,021 $14.6M
Private Advisor Group, LLC 0.09% Add +15.8% 148,409 $14.3M
Harbor Capital Advisors, Inc. 0.65% Add +129.8% 147,768 $14.3M
Petredis Investment Advisors LLC 1.44% Add +1.4% 143,100 $13.8M
Diversified Enterprises, LLC 1.16% Add +0.4% 143,092 $13.8M
Prudential PLC 0.07% Reduce -9.5% 138,000 $13.3M
Thrivent Financial for Lutherans 0.03% Reduce -2.0% 137,569 $13.3M
Stillwater Capital Advisors, LLC 1.85% Reduce -0.1% 137,427 $13.3M
Prosperity Consulting Group, LLC 1.02% Add +3.0% 137,046 $13.2M
Park Avenue Securities LLC 0.16% Add +69.6% 135,501 $13.1M
Spinnaker Trust 0.85% Reduce -2.8% 135,334 $13.1M
Castleark Management LLC 0.45% New 134,870 $13.0M
Kestra Advisory Services, LLC 0.06% Add +3.0% 133,700 $12.9M
Millennium Management 0.01% Add +3.9% 133,607 $12.9M
Baird Financial Group, Inc. 0.02% Add +24.2% 129,771 $12.5M
Quantessence Capital LLC 3.07% New 127,425 $12.3M
Virtue Capital Management, LLC 1.43% Add +71.9% 126,712 $12.2M
Cavalier Investments, LLC 4.13% Reduce -52.1% 126,106 $12.2M
Steward Partners Investment Advisory, LLC 0.11% Add +10.5% 125,529 $12.1M
Pathstone Holdings, LLC 0.05% Add +66.7% 124,059 $12.0M
Pinnacle Associates Ltd. 0.17% Add +1.5% 122,427 $11.8M
Citadel Advisors 0.01% Reduce -43.7% 121,895 $11.8M
&partners 0.12% Add +85.2% 120,781 $11.6M
EP Wealth Advisors, LLC 0.09% Reduce -10.9% 118,514 $11.4M
DAVENPORT & Co LLC 0.07% Reduce -6.0% 116,625 $11.2M
Spectrum Wealth Counsel, LLC 1.33% Reduce -2.6% 115,286 $11.1M
CWA Asset Management Group, LLC 0.53% Reduce -4.3% 115,270 $11.1M
Venture Visionary Partners LLC 0.46% Add +9.4% 113,831 $11.0M
Financial Enhancement Group LLC 1.69% Reduce -3.3% 119,725 $10.8M
Evolution Wealth Advisors, LLC 1.74% Reduce -1.6% 107,976 $10.4M
Old National Bancorp 0.27% Reduce -5.4% 107,125 $10.3M
PFG Advisors 0.56% Add +7.1% 104,580 $10.1M
Vickerman Investment Advisors, Inc. 2.27% Reduce -4.7% 103,869 $10.0M
Guerra Advisors Inc 5.51% Reduce -5.8% 102,168 $9.9M
United Capital Financial Advisors, LLC 0.08% Reduce -1.9% 101,734 $9.8M
Royal Fund Management, LLC 1.14% Reduce -44.5% 99,288 $9.6M
Founders Financial Securities LLC 0.80% Add +11.2% 100,249 $9.5M
Biltmore Wealth Management, LLC 3.96% Reduce -1.5% 97,309 $9.4M
Estate Counselors, LLC 0.97% Reduce -2.2% 96,722 $9.3M
Dakota Wealth Management 0.22% Reduce -36.1% 96,201 $9.3M
Atlas Capital Advisors Inc. 1.15% Add +1.8% 95,446 $9.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.3% 95,005 $9.2M
Onyx Bridge Wealth Group LLC 1.31% Reduce -32.8% 94,964 $9.2M
CMH Wealth Management LLC 2.29% Reduce -2.2% 94,681 $9.1M
Equitable Holdings, Inc. 0.09% Reduce -17.2% 94,192 $9.1M
Harbour Trust & Investment Management Co 1.10% Reduce -27.7% 93,997 $9.1M
US Bancorp \de 0.01% Reduce -2.0% 92,759 $8.9M
Merit Financial Group, LLC 0.13% Reduce -26.2% 90,244 $8.7M
Comerica Bank 0.04% Add +2.5% 90,175 $8.7M
Winthrop Capital Management, LLC 2.39% Reduce -2.8% 89,903 $8.7M
Premier Path Wealth Partners, LLC 1.34% Reduce -0.6% 89,628 $8.6M
Client First Capital LLC 4.40% Reduce -4.6% 89,095 $8.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.14% No change 88,866 $8.6M
Corient Private Wealth LP 0.01% Reduce -3.6% 88,046 $8.5M
CoreCap Advisors, LLC 0.37% Reduce -8.3% 87,149 $8.4M
Proquility Private Wealth Partners, LLC 2.59% Reduce -8.0% 87,085 $8.4M
Martin & Co. Inc. 1.61% Add +0.5% 86,516 $8.3M
MAI Capital Management 0.06% Add +0.4% 85,035 $8.2M
Conservest Capital Advisors, Inc. 0.85% Add +11.3% 83,634 $8.1M
Benjamin Edwards Inc. 0.11% Add +5.4% 81,983 $7.9M
Chicago Wealth Management, Inc. 4.12% Add +4.3% 81,605 $7.9M
Leuthold Group, LLC 1.02% Reduce -9.6% 81,414 $7.9M
Redhawk Wealth Advisors, Inc. 1.05% New 81,147 $7.8M
Integrated Wealth Concepts LLC 0.09% Add +4.5% 80,322 $7.7M
Occidental Asset Management, LLC 1.13% Add +1128.5% 77,640 $7.5M
Concurrent Investment Advisors, LLC 0.18% Add +10.9% 77,355 $7.5M
Atria Investments, Inc 0.09% Add +3.0% 76,754 $7.4M
Long Run Wealth Advisors, LLC 1.66% Add +7.6% 75,885 $7.3M
Schmidt P J Investment Management Inc. 1.34% Add +3.7% 75,815 $7.3M
IHT Wealth Management, LLC 0.23% Reduce -14.4% 75,717 $7.3M
Avestar Capital, LLC 0.69% Reduce -5.5% 75,632 $7.3M
Blair William & Co. 0.02% Reduce -0.8% 74,603 $7.2M
Chemung Canal Trust Co. 1.56% Reduce -4.9% 73,780 $7.1M
SteelPeak Wealth, LLC 0.30% Reduce -3.3% 73,401 $7.1M
Continuum Wealth Advisors, LLC 3.61% Add +3.1% 72,927 $7.0M
Bar Harbor Wealth Management 0.45% Reduce -0.5% 70,680 $6.8M
Cubist Systematic Strategies, LLC 0.09% Reduce -59.6% 70,511 $6.8M
Orange Investment Advisors, Inc. 0.81% Reduce -2.5% 70,223 $6.8M
Orleans Capital Management Corp. 3.96% Add +0.2% 69,784 $6.7M
Measured Wealth Private Client Group, LLC 2.15% New 69,480 $6.7M
CX Institutional 0.25% Add +23.7% 69,106 $6.7M
Carnegie Investment Counsel 0.16% Reduce -0.0% 75,348 $6.6M
Prestige Wealth Management Group LLC 1.39% Reduce -7.6% 67,300 $6.5M
BlueStem Wealth Partners, LLC 0.85% Reduce -2.0% 64,973 $6.3M
Generali Investments, Management Co LLC 1.77% Add +22.3% 64,582 $6.2M
Quantitative Investment Management, LLC 0.57% Add +141.3% 64,257 $6.2M
Advisor Resource Council 0.50% New 75,683 $6.2M
Forbes J M & Co. LLP 0.59% Reduce -1.5% 63,576 $6.1M
Allspring Global Investments Holdings, LLC 0.01% Add +1.8% 63,272 $6.1M
Harrell Investment Partners, LLC 1.81% Reduce -0.1% 63,204 $6.1M
HSBC Holdings PLC 0.00% Add +1.2% 62,041 $6.0M
Jones Financial Companies LLLP 0.01% Add +87.3% 61,936 $5.9M
Waterloo Capital, L.P. 0.55% Reduce -26.4% 60,846 $5.9M
Essex LLC 1.27% Add +8.9% 60,617 $5.8M
Garda Capital Partners LP 3.28% New 60,537 $5.8M
Ascent Wealth Partners, LLC 0.78% Add +1.2% 60,433 $5.8M
Atom Investors LP 0.72% New 60,424 $5.8M
Peak Retirement Planning, Inc. 3.18% Add +15.1% 59,391 $5.7M
Oppenheimer & Co. Inc. 0.09% Reduce -15.2% 59,357 $5.7M
Innealta Capital, LLC 3.13% Reduce -4.6% 59,322 $5.7M
Centaurus Financial, Inc. 0.34% Reduce -19.1% 58,804 $5.7M
Compton Financial Group, LLC 1.63% New 58,792 $5.7M
Colton Groome Financial Advisors, LLC 2.20% Reduce -7.2% 59,293 $5.7M
High Note Wealth, LLC 1.40% Reduce -3.7% 58,532 $5.6M
Baker Avenue Asset Management, LP 0.17% Add +9.1% 57,842 $5.6M
Wall Street Financial Group, Inc. 5.73% Reduce -1.3% 57,282 $5.5M
Sharper & Granite LLC 2.28% Reduce -3.6% 57,188 $5.5M
Roundview Capital LLC 0.40% Add +1.1% 56,891 $5.5M
Advisory Services Network, LLC 0.10% Reduce -9.3% 56,223 $5.4M
Jmac Enterprises LLC 1.28% Reduce -2.9% 55,811 $5.4M
Banco Santander, S.A. 0.06% Add +22.6% 55,195 $5.3M
Sykon Capital LLC 2.02% Reduce -5.6% 55,065 $5.3M
IFP Advisors, Inc 0.16% Add +445.9% 54,410 $5.2M
Creative Planning 0.00% Add +11.9% 54,388 $5.2M
FMR LLC 0.00% Add +17.8% 54,223 $5.2M
Transcend Capital Advisors, LLC 0.38% Add +17.2% 54,193 $5.2M
New Millennium Group LLC 3.40% Reduce -2.0% 53,626 $5.2M
Parcion Private Wealth LLC 0.42% New 53,498 $5.2M
First Merchants Corp. 0.20% Reduce -8.8% 52,238 $5.0M
Waverly Advisors, LLC 0.06% Add +252.3% 51,614 $5.0M
WealthCare Investment Partners, LLC 2.11% Reduce -6.2% 56,314 $5.0M
Innova Wealth Partners 3.04% Reduce -15.0% 50,873 $4.9M
5th Street Advisors, LLC 2.36% Add +9.6% 50,825 $4.9M
Symmetry Partners, LLC 0.67% Add +4.9% 49,798 $4.8M
Callan Capital, LLC 0.35% Reduce -1.2% 49,662 $4.8M
Dai-ichi Life Holdings, Inc. 5.29% Add +5.4% 49,100 $4.7M
Independent Financial Group, LLC 0.16% Add +13.6% 48,479 $4.7M
Pallas Capital Advisors LLC 0.19% Reduce -9.7% 48,443 $4.7M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -9.3% 48,263 $4.7M
AdvisorNet Financial, Inc 0.35% Add +831.9% 48,233 $4.7M
Atria Wealth Solutions, Inc. 0.06% Add +28.3% 47,841 $4.6M
Leicht Financial Planning & Wealth Management, Inc. 2.38% Reduce -12.5% 47,236 $4.6M
Bonfire Financial 4.20% Add +5.5% 47,232 $4.6M
Monument Capital Management 1.40% Reduce -1.6% 47,175 $4.6M
Alpine Global Management, LLC 1.36% New 47,146 $4.5M
Trust Co. of Oklahoma 1.57% Add +1.0% 47,131 $4.5M
Darwin Wealth Management, LLC 1.52% No change 46,826 $4.5M
Attessa Capital LLC 2.96% Add +7.7% 46,899 $4.5M
Tucker Asset Management LLC 1.46% Reduce -48.7% 46,651 $4.5M
First Trust Advisors LP 0.00% Add +13.4% 46,193 $4.5M
Freedom Investment Management, Inc. 0.37% Add +11.7% 46,181 $4.5M
Gladstone Institutional Advisory LLC 0.20% Reduce -27.6% 44,810 $4.3M
Great Valley Advisor Group, Inc. 0.09% Reduce -25.9% 44,504 $4.3M
Terra Nova Asset Management LLC 3.37% Add +0.3% 44,335 $4.3M
Dumont & Blake Investment Advisors LLC 1.20% Add +10.5% 44,245 $4.3M
Archford Capital Strategies, LLC 0.62% New 44,193 $4.3M
Clal Insurance Enterprises Holdings Ltd 0.04% No change 44,100 $4.3M
McCollum Christoferson Group LLC 1.28% Add +5.9% 43,595 $4.2M
Vaughan David Investments LLC 0.10% Reduce -3.0% 43,335 $4.2M
Horizon Investments, LLC 0.12% Reduce -4.9% 43,324 $4.2M
Envestnet Portfolio Solutions, Inc. 0.02% Add +101.4% 43,015 $4.1M
Tritonpoint Wealth, LLC 0.39% Add +0.9% 42,871 $4.1M
Toth Financial Advisory Corp. 0.49% Add +0.2% 42,521 $4.1M
Simmons Bank 0.31% Reduce -0.8% 42,348 $4.1M
Ciovacco Capital Management LLC 2.82% Add +3.1% 41,779 $4.0M
Walleye Trading LLC 0.11% Reduce -44.4% 41,299 $4.0M
Mutual Advisors, LLC 0.11% Reduce -12.3% 41,781 $3.9M
Iyo Bank, Ltd. 1.27% New 40,772 $3.9M
Kwmg, LLC 0.40% New 40,578 $3.9M
111 Capital 0.76% Add +28.6% 40,575 $3.9M
Fluent Financial, LLC 1.70% New 40,423 $3.9M
Transamerica Financial Advisors, LLC 0.40% Add +2.2% 40,414 $3.9M
Brookstone Capital Management 0.06% Reduce -13.3% 40,190 $3.9M
Financial Advocates Investment Management 0.27% Add +339.5% 39,876 $3.8M
WESPAC Advisors SoCal, LLC 0.99% Add +8.4% 39,288 $3.8M
Mercer Global Advisors Inc. 0.01% Reduce -18.9% 39,258 $3.8M
Stephens Inc. 0.06% Reduce -29.5% 39,072 $3.8M
Friedenthal Financial 2.25% Reduce -2.0% 39,057 $3.8M
Fortis Group Advisors, LLC 0.73% Add +0.1% 38,954 $3.8M
SkyView Investment Advisors, LLC 0.56% Add +5.0% 38,904 $3.8M
Prime Capital Investment Advisors, LLC 0.04% Add +11.5% 38,360 $3.7M
3EDGE Asset Management, LP 0.25% Reduce -9.5% 38,422 $3.7M
Lowe Brockenbrough & Co. Inc. 0.24% Reduce -0.8% 37,609 $3.6M
Natixis Advisors, LLC 0.01% Add +19.3% 36,960 $3.6M
Matrix Trust Co 0.60% Add +2.4% 36,913 $3.6M
Venturi Wealth Management, LLC 0.18% Add +20.9% 36,602 $3.5M
Victory Financial Group, LLC 0.67% Add +317.2% 36,115 $3.5M
Hilltop Holdings Inc. 0.22% Add +16.7% 35,976 $3.5M
Western Wealth Management, LLC 0.23% Reduce -24.1% 35,738 $3.4M
Quantinno Capital Management LP 0.02% Add +20.1% 35,691 $3.4M
IronBridge Private Wealth, LLC 1.36% New 35,675 $3.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.9% 34,712 $3.3M
RPg Family Wealth Advisory, LLC 0.94% Add +33.3% 34,252 $3.3M
Elevation Point Wealth Partners, LLC 0.28% Reduce -1.9% 34,124 $3.3M
Capital Insight Partners, LLC 0.56% New 33,458 $3.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.14% Add +45.9% 33,378 $3.2M
James Investment Research, Inc. 0.41% No change 33,370 $3.2M
West Financial Advisors, LLC 0.60% New 32,938 $3.2M
Prospera Financial Services Inc 0.07% Add +46.6% 32,743 $3.2M
Fsa Wealth Partners, Inc. 1.19% Reduce -8.1% 32,741 $3.2M
Fulcrum Equity Management 3.43% Add +63.8% 32,549 $3.1M
Signal Advisors Wealth, LLC 0.31% Reduce -13.7% 32,537 $3.1M
Soltis Investment Advisors LLC 0.28% Add +63.1% 32,440 $3.1M
BLB&B Advisors, LLC 0.16% Add +625.7% 31,998 $3.1M
Bank of New York Mellon Corp 0.00% Add +18.8% 31,690 $3.1M
New York Life Investment Management LLC 0.03% New 31,573 $3.0M
Trust Co 0.36% Reduce -37.7% 31,420 $3.0M
Transform Wealth, LLC 0.18% Add +6.4% 31,420 $3.0M
Modern Wealth Management, LLC 0.10% Add +4.8% 31,103 $3.0M
Canton Hathaway, LLC 0.61% Reduce -9.2% 31,088 $3.0M
Nelson Capital Management, LLC 0.51% Add +9.8% 30,764 $3.0M
CTC Alternative Strategies, Ltd. 3.63% New 30,750 $3.0M
Syon Capital LLC 0.24% Add +24.3% 30,059 $2.9M
Transatlantique Private Wealth LLC 1.14% Reduce -21.2% 29,751 $2.9M
Marion Wealth Management 0.76% Reduce -12.0% 29,500 $2.8M
SMART Wealth LLC 1.01% Add +21.1% 29,310 $2.8M
CreativeOne Wealth, LLC 0.08% Add +9.0% 29,046 $2.8M
Private Wealth Advisors, LLC 1.18% Reduce -0.9% 29,013 $2.8M
Per Stirling Capital Management, LLC. 0.40% Add +1.5% 28,898 $2.8M
Zullo Investment Group, Inc. 1.17% Add +0.3% 28,405 $2.7M
Fourth Dimension Wealth, LLC 1.32% Add +4.9% 28,338 $2.7M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -50.7% 28,274 $2.7M
Cooksen Wealth, LLC 2.76% Reduce -11.1% 33,327 $2.7M
Beaumont Financial Advisors, LLC 0.21% Reduce -4.5% 27,533 $2.7M
Cary Street Partners Financial LLC 0.08% Add +4.8% 27,392 $2.6M
Stratos Wealth Partners, LTD. 0.04% Reduce -5.4% 27,216 $2.6M
Sigma Planning Corp 0.08% Reduce -13.0% 27,068 $2.6M
Abound Financial, LLC 1.32% Reduce -0.2% 27,064 $2.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.40% Add +55.0% 26,904 $2.6M
IFG Advisory, LLC 0.14% Add +10.8% 26,889 $2.6M
Strategic Financial Partners, Ltd. 1.37% Reduce -21.1% 26,881 $2.6M
Simplicity Wealth,LLC 0.20% Add +162.5% 26,630 $2.6M
Cresset Asset Management, LLC 0.01% Reduce -21.4% 26,538 $2.6M
AmeriServ Wealth Advisors 1.48% New 26,502 $2.6M
Wellington Shields Capital Management, LLC 0.46% Add +26.0% 26,499 $2.6M
Cerity Partners LLC 0.01% Reduce -22.4% 26,434 $2.5M
Level Four Advisory Services, LLC 0.10% Add +2.2% 26,372 $2.5M
Smart Portfolios, LLC 2.76% Reduce -2.2% 26,315 $2.5M
Clarus Wealth Advisors 1.33% Add +10.4% 26,618 $2.5M
Chesapeake Wealth Management 0.89% Reduce -4.5% 25,813 $2.5M
SG Americas Securities, LLC 0.01% Reduce -84.4% 25,513 $2.5M
TD Waterhouse Canada Inc. 0.02% Reduce -15.1% 25,103 $2.4M
Bramshill Investments, LLC 0.25% Add +11.1% 25,000 $2.4M
Apexium Financial, LP 0.14% Add +5.1% 24,943 $2.4M
Capstone Investment Advisors, LLC 0.03% Reduce -41.2% 24,667 $2.4M
Joel Isaacson & Co., LLC 0.11% Add +5.0% 24,625 $2.4M
GeoWealth Management, LLC 0.10% Reduce -29.6% 24,600 $2.4M
Quantbot Technologies LP 0.08% New 24,579 $2.4M
Summit Financial, LLC 0.07% Add +154.9% 24,578 $2.4M
Arkadios Wealth Advisors 0.09% Add +476.6% 24,337 $2.3M
Fairvoy Private Wealth, LLC 0.64% Add +66.2% 24,294 $2.3M
IAM Advisory, LLC 0.60% Reduce -1.1% 24,121 $2.3M
Intrua Financial, LLC 0.36% Reduce -1.0% 24,021 $2.3M
Patten & Patten Inc. 0.15% Add +0.2% 23,908 $2.3M
Kingstone Capital Partners Texas, LLC 1.84% Reduce -2.3% 23,698 $2.3M
One Charles Private Wealth Services, LLC 0.73% Add +3.0% 23,438 $2.3M
Fiduciary Group, LLC 0.23% Add +12.9% 23,367 $2.3M
Naples Global Advisors, LLC 0.21% Reduce -1.9% 23,266 $2.2M
Clark Financial Services Group Inc. 1.54% New 23,095 $2.2M
St. Johns Investment Management Company, LLC 1.10% Reduce -2.9% 23,053 $2.2M
Morton Community Bank 0.58% Add +1.0% 22,970 $2.2M
Evercore Wealth Management, LLC 0.04% Reduce -9.0% 22,848 $2.2M
Holderness Investments Co. 0.51% Add +0.5% 22,694 $2.2M
Kestra Private Wealth Services, LLC 0.04% Reduce -6.1% 22,522 $2.2M
Integrated Advisors Network LLC 0.11% Reduce -38.8% 22,412 $2.2M
Herbst Group, LLC 1.52% Add +3.1% 22,334 $2.2M
Butensky & Cohen Financial Security, Inc. 0.66% Reduce -2.6% 22,318 $2.2M
Belpointe Asset Management LLC 0.11% Reduce -74.7% 22,308 $2.2M
Planwiser Financial, LLC 1.94% — 22,020 $2.1M
D.B. Root & Company, LLC 0.68% Add +44.5% 21,911 $2.1M
Moulton Wealth Management, Inc. 1.61% Add +0.7% 21,857 $2.1M
AdvisorShares Investments LLC 0.41% Reduce -7.1% 21,816 $2.1M
Thrive Capital Management, LLC 1.26% New 22,485 $2.1M
Horizon Financial Services, LLC 1.16% Reduce -0.1% 21,652 $2.1M
Salomon & Ludwin, LLC 0.22% Add +8.0% 21,580 $2.1M
Point Windward Advisors Inc. 0.84% Add +0.8% 21,488 $2.1M
Clearbridge Investments, LLC 0.00% New 21,369 $2.1M
Rovin Capital /Ut/ 0.66% Reduce -7.9% 21,325 $2.1M
O'shaughnessy Asset Management, LLC 0.02% Add +11.9% 21,282 $2.1M
Stockman Wealth Management, Inc. 0.30% Reduce -2.0% 21,195 $2.0M
Avantax Advisory Services, Inc. 0.01% Add +12.7% 21,151 $2.0M
Maven Securities LTD 0.44% New 20,965 $2.0M
HBW Advisory Services LLC 0.29% Add +1.0% 15,847 $2.0M
Colony Family Offices, LLC 0.62% Add +26.5% 20,727 $2.0M
United Asset Strategies, Inc. 0.18% Reduce -11.4% 20,617 $2.0M
Novare Capital Management LLC 0.17% Reduce -6.5% 20,500 $2.0M
Patten Group, Inc. 0.45% Add +0.0% 20,343 $2.0M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -9.4% 20,313 $2.0M
AAFMAA Wealth Management & Trust LLC 0.88% Add +122.0% 20,035 $1.9M
M&T Bank Corp 0.01% Reduce -69.5% 19,994 $1.9M
Regal Investment Advisors LLC 0.16% Reduce -20.4% 19,944 $1.9M
Creative Financial Designs Inc. 0.15% Reduce -35.3% 19,922 $1.9M
Snowden Capital Advisors LLC 0.06% Reduce -3.2% 19,902 $1.9M
Redwood Financial Network Corp 1.46% Add +3.3% 19,845 $1.9M
PCG Asset Management, LLC 1.78% Add +1.4% 19,708 $1.9M
Capital Investment Counsel, LLC 0.31% Add +3.7% 19,678 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -0.8% 19,598 $1.9M
EPG Wealth Management LLC 0.53% Reduce -3.2% 19,525 $1.9M
Bragg Financial Advisors, Inc 0.08% Reduce -4.3% 19,434 $1.9M
DDD Partners, LLC 0.23% Add +2.7% 19,246 $1.9M
MontVue Capital Management, Inc. 1.48% Reduce -3.7% 19,232 $1.9M
German American Bancorp, Inc. 0.20% Reduce -8.7% 19,114 $1.8M
Guardian Asset Advisors, LLC 1.17% Reduce -3.0% 18,550 $1.8M
Cornerstone National Bank & Trust Co 0.80% Reduce -11.2% 18,442 $1.8M
Associated Banc-Corp 0.05% Reduce -4.6% 18,424 $1.8M
Country Trust Bank 0.04% Add +0.4% 18,352 $1.8M
Farther Finance Advisors, LLC 0.05% Add +25.1% 18,324 $1.8M
Beacon Pointe Advisors, LLC 0.02% Reduce -27.0% 18,240 $1.8M
Realta Investment Advisors 0.79% Reduce -15.1% 18,039 $1.7M
Collier Financial 1.48% New 18,002 $1.7M
Boltwood Capital Management 0.52% Add +0.6% 17,786 $1.7M
Scotia Capital Inc. 0.01% Add +15.2% 17,695 $1.7M
Advisor OS, LLC 0.19% Add +1.4% 17,583 $1.7M
Roberts Wealth Advisors, LLC 0.52% Reduce -1.9% 17,545 $1.7M
Laurel Wealth Advisors LLC 0.26% Reduce -0.1% 17,509 $1.7M
SCS Capital Management LLC 0.02% New 17,507 $1.7M
CFC Planning Co LLC 1.84% Reduce -29.5% 17,498 $1.7M
Talon Private Wealth, LLC 0.23% Reduce -24.8% 17,456 $1.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -14.5% 17,415 $1.7M
Orion Portfolio Solutions, LLC 0.02% Reduce -14.5% 17,415 $1.7M
Sowell Financial Services LLC 0.08% Add +1.4% 17,364 $1.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.26% Reduce -1.1% 17,491 $1.7M
Perennial Investment Advisors, LLC 0.19% Add +13.6% 17,359 $1.7M
Advisory Resource Group 0.34% Reduce -0.3% 17,344 $1.7M
Schorn Wealth LLC 0.55% Add +75.9% 17,239 $1.7M
Okabena Investment Services Inc. 0.42% Add +0.7% 17,210 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.9% 17,181 $1.7M
Flagship Harbor Advisors, LLC 0.09% Add +5.1% 17,042 $1.6M
Mendel Capital Management LLC 0.97% Add +5.0% 16,662 $1.6M
NorthCoast Asset Management LLC 0.01% Reduce -65.0% 16,524 $1.6M
Magnus Financial Group LLC 0.15% Add +46.6% 16,455 $1.6M
Brown Advisory Inc. 0.00% Add +529.1% 16,332 $1.6M
Sigma Investment Counselors Inc. 0.10% Reduce -12.1% 16,244 $1.6M
AMG National Trust Bank 0.04% No change 16,108 $1.6M
EHP Funds Inc. 1.72% New 16,000 $1.5M
Signet Financial Management, LLC 0.21% Reduce -22.7% 15,939 $1.5M
Wealthcare Advisory Partners LLC 0.04% Add +15.4% 15,729 $1.5M
Straightline Group LLC 0.98% Add +11.0% 15,909 $1.5M
Haverford Trust Co 0.02% Add +0.2% 15,618 $1.5M
Mirador Capital Partners LP 0.26% Add +2.8% 15,544 $1.5M
Park Edge Advisors, LLC 0.42% Reduce -42.1% 15,471 $1.5M
RiverGlades Family Offices LLC 1.04% Add +1.2% 15,004 $1.4M
Brueske Advisory Services, LLC 1.37% Reduce -5.6% 14,961 $1.4M
Fortis Capital Advisors, LLC 0.29% New 14,943 $1.4M
Whittier Trust Co. 0.02% Reduce -16.3% 14,933 $1.4M
Capital Investment Advisors, LLC 0.03% Reduce -3.0% 14,908 $1.4M
CWC Advisors, LLC. 0.81% Add +56.5% 14,816 $1.4M
Composition Wealth, LLC 0.03% Add +137.9% 14,640 $1.4M
Lindbrook Capital, LLC 0.13% New 14,620 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -1.9% 14,600 $1.4M
Oak Family Advisors, LLC 0.58% Reduce -49.0% 14,540 $1.4M
Fort Point Capital Partners LLC 0.16% Add +0.9% 14,412 $1.4M
Avior Wealth Management, LLC 0.05% Reduce -0.4% 14,342 $1.4M
Plimoth Trust Co. LLC 0.36% Add +20.0% 14,320 $1.4M
Private Trust Co. NA 0.14% Reduce -9.4% 14,182 $1.4M
Dearborn Partners LLC 0.07% Add +1.4% 14,159 $1.4M
Williams Jones Wealth Management, LLC. 0.02% No change 14,075 $1.4M
Diversify Advisory Services, LLC 0.08% Reduce -12.0% 14,221 $1.4M
Everstar Asset Management, LLC 0.89% Reduce -10.5% 13,995 $1.3M
Centric Wealth Management 0.35% Reduce -56.6% 13,909 $1.3M
Contravisory Investment Management, Inc. 0.28% Add +31.5% 13,860 $1.3M
Peoples Financial Services Corp. 0.64% Reduce -4.8% 13,705 $1.3M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -5.9% 13,658 $1.3M
Keybank National Association 0.01% Add +2.5% 13,551 $1.3M
Providence First Trust Co 0.53% Add +12.7% 13,548 $1.3M
Pine Valley Investments Ltd Liability Co 0.08% Add +5.8% 13,360 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +14.2% 13,342 $1.3M
Donald L. Hagan, LLC 0.67% Reduce -11.1% 13,336 $1.3M
Agate Pass Investment Management, LLC 0.55% Add +3.7% 13,269 $1.3M
Stratos Wealth Advisors, LLC 0.07% Add +125.0% 13,242 $1.3M
Harbour Investments, Inc. 0.04% Add +2.0% 13,207 $1.3M
Dynamic Advisor Solutions LLC 0.04% New 13,165 $1.3M
Ingalls & Snyder LLC 0.04% Add +8.7% 13,099 $1.3M
Howard Capital Management, LLC 0.03% Reduce -2.2% 13,067 $1.3M
A. D. Beadell Investment Counsel, Inc. 1.05% Reduce -0.0% 13,029 $1.3M
City Center Advisors, LLC 1.46% Add +12.0% 12,924 $1.2M
Quartz Partners, LLC 0.75% Add +12.4% 12,822 $1.2M
10Elms LLP 1.46% Reduce -4.0% 12,781 $1.2M
Glenview Trust Co 0.02% Reduce -40.9% 12,769 $1.2M
Focus Financial Network, Inc. 0.05% Add +43.9% 12,737 $1.2M
Foguth Wealth Management, LLC. 0.29% Reduce -26.6% 12,370 $1.2M
SIH Partners, LLLP 0.10% New 12,363 $1.2M
Bfsg, LLC 0.14% Reduce -19.0% 12,357 $1.2M
Flagstar Securities, Inc. 0.30% Reduce -12.3% 12,261 $1.2M
Hudson Value Partners, LLC 0.44% Add +50.1% 12,140 $1.2M
Bailard, Inc. 0.03% Reduce -3.8% 12,139 $1.2M
Csenge Advisory Group 0.07% Reduce -7.2% 12,872 $1.2M
Leslie Global Wealth, LLC 0.56% Reduce -8.1% 11,997 $1.2M
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -1.4% 11,992 $1.2M
Appleton Partners Inc. 0.09% Reduce -4.9% 11,982 $1.2M
Luminist Capital LLC 1.25% Add +140.1% 11,967 $1.2M
Glass Jacobson Investment Advisors llc 0.38% No change 11,908 $1.2M
Cladis Investment Advisory, LLC 0.83% Add +1.4% 11,875 $1.1M
Investment Management Corp. /Va/ 1.03% Add +3.8% 11,863 $1.1M
World Investment Advisors 0.03% Reduce -6.7% 11,814 $1.1M
Arete Wealth Advisors, LLC 0.09% Add +54.0% 11,728 $1.1M
Farmers National Bank 0.32% Reduce -1.5% 11,680 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Add +12.2% 11,660 $1.1M
Capitol Family Office, Inc. 1.59% New 11,646 $1.1M
Good Life Advisors, LLC 0.08% Add +285.6% 11,498 $1.1M
Global Financial Private Client, LLC 0.42% Add +1.7% 11,471 $1.1M
Flputnam Investment Management Co. 0.02% Reduce -21.6% 11,397 $1.1M
SVB Wealth LLC 0.05% Add +7.1% 11,369 $1.1M
Proffitt & Goodson Inc. 0.18% Add +0.2% 11,270 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -0.3% 11,022 $1.1M
Florida Financial Advisors, LLC 0.42% Add +71.3% 10,979 $1.1M
Black Maple Capital Management LP 0.83% No change 10,970 $1.1M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +3.3% 10,813 $1.0M
ARS Investment Partners, LLC 0.09% No change 10,667 $1.0M
WorthPointe, LLC 0.47% New 10,595 $1.0M
JSF Financial, LLC 0.27% New 10,502 $1.0M
Phillips Wealth Planners LLC 1.06% Add +52.0% 11,009 $1.0M
Magnolia Capital Management Ltd. 0.83% Add +31.1% 10,044 $969K
Johnson Investment Counsel Inc. 0.01% Add +0.6% 10,014 $966K
Brookwood Investment Group LLC 0.17% — 10,009 $965K
UNIVEST FINANCIAL Corp 0.06% Reduce -23.4% 10,006 $965K
Global Endowment Management, LP 0.13% No change 10,000 $965K
Cinctive Capital Management LP 0.08% New 10,000 $965K
First National Bank of Hutchinson 0.64% Add +19.4% 9,991 $964K
Ashton Thomas Securities, LLC 0.27% Reduce -19.2% 9,922 $957K
Glenmede Trust Co. NA 0.01% No change 9,891 $954K
HB Wealth Management, LLC 0.01% Add +17.5% 9,876 $953K
Ridgepath Capital Management LLC 0.46% Reduce -56.7% 9,871 $952K
Flow Traders U.S. LLC 0.04% New 9,735 $939K
Pinnacle Family Advisors, LLC 0.51% Add +29.6% 9,699 $935K
Smartleaf Asset Management LLC 0.09% Add +1478.8% 9,741 $933K
KKM Financial LLC 0.39% Reduce -2.1% 9,590 $932K
Deutsche Bank AG 0.00% No change 9,594 $925K
Richardson Financial Services Inc. 0.70% Reduce -1.8% 9,565 $923K
Tidal Investments LLC 0.01% New 9,522 $918K
Peterson Wealth Management 0.61% Add +14.1% 9,447 $911K
Hilton Capital Management, LLC 0.08% Add +11.9% 9,403 $907K
Wedmont Private Capital 0.05% Add +0.1% 9,907 $904K
Pettyjohn, Wood & White, Inc. 0.17% Add +9.4% 9,319 $899K
Rothschild Wealth LLC 0.25% Reduce -5.5% 9,264 $894K
Wedbush Securities Inc. 0.03% Add +9.1% 9,238 $891K
D.A. Davidson & Co. 0.01% Add +0.1% 9,227 $890K
Jacobi Capital Management LLC 0.07% Reduce -3.0% 9,174 $885K
Correct Capital Wealth Management 0.17% No change 9,135 $881K
Calton & Associates, Inc. 0.20% Add +9.9% 9,082 $876K
Mma Asset Management LLC 0.37% Add +10.3% 9,041 $872K
Bellwether Advisors, LLC 0.18% Reduce -92.2% 9,035 $871K
Northstar Advisory Group, LLC 0.56% Add +7.9% 8,883 $857K
Golden State Wealth Management, LLC 0.13% Add +8.4% 8,785 $847K
Institute for Wealth Management, LLC. 0.11% Add +28.5% 8,777 $847K
Fifth Third Wealth Advisors LLC 0.04% Add +23.4% 8,764 $845K
SP Asset Management LLC 0.07% Add +0.8% 8,749 $844K
Whalerock Point Partners, LLC 0.21% No change 8,707 $840K
Moors & Cabot, Inc. 0.04% Add +28.1% 8,675 $837K
Loudon Investment Management, LLC 0.47% Add +10.0% 8,610 $830K
Argent Trust Co 0.03% Add +1.3% 8,548 $824K
Ieq Capital, LLC 0.01% Add +192.8% 8,546 $824K
First Horizon Advisors, Inc. 0.02% Reduce -5.0% 8,443 $814K
Savant Capital, LLC 0.01% Reduce -1.3% 8,393 $810K
Wilmington Savings Fund Society, FSB 0.02% Reduce -2.9% 8,385 $809K
QRG Capital Management, Inc. 0.01% Reduce -24.1% 8,331 $804K
Wealthfront Advisers LLC 0.00% Reduce -12.4% 8,147 $786K
Kane Investment Management, Inc. 0.38% New 8,120 $783K
Founders Grove Wealth Partners, LLC 0.22% Add +38.8% 8,090 $780K
Howard Capital Management Group, LLC 0.06% Add +0.6% 8,070 $778K
Encompass More Asset Management 0.23% Reduce -1.3% 8,038 $775K
Meridian Investment Counsel Inc. 0.23% Reduce -0.1% 8,035 $775K
Marcum Wealth, LLC 0.07% Reduce -6.7% 8,019 $773K
Wealthgarden F.S. LLC 0.74% Add +74.2% 7,997 $771K
Keystone Global Partners, LLC 0.54% — 7,993 $771K
Gateway Wealth Partners, LLC 0.17% Add +0.3% 7,980 $770K
Capstone Wealth Management Group LLC 0.61% Reduce -1.9% 7,956 $767K
Axecap Investments, LLC 0.65% New 7,935 $765K
Bulltick Wealth Management, LLC 0.20% Add +3.2% 7,898 $762K
Advyzon Investment Management, LLC 0.27% Add +16.0% 7,865 $759K
Neuberger Berman Group LLC 0.00% Reduce -7.3% 7,849 $757K
Hopwood Financial Services, Inc. 0.58% Add +3.9% 7,805 $753K
Ally Invest Advisors Inc. 0.06% Reduce -2.8% 7,800 $752K
Childress Capital Advisors, LLC 0.22% Add +35.8% 7,746 $747K
Ifrah Financial Services, Inc. 0.21% Reduce -3.9% 7,745 $747K
Raleigh Capital Management Inc. 0.34% Add +29676.9% 7,742 $747K
Brendel Financial Advisors LLC 0.45% Reduce -7.0% 7,736 $746K
Koshinski Asset Management, Inc. 0.06% Add +19.9% 7,718 $744K
Bryn Mawr Trust Advisors, LLC 0.04% New 7,712 $744K
CENTRAL TRUST Co 0.02% Reduce -4.3% 7,709 $744K
Silver Oak Securities, Incorporated 0.07% Reduce -27.1% 7,720 $739K
Rockingstone Advisors LLC 0.33% Reduce -0.4% 7,660 $739K
Cullen Capital Management, LLC 0.01% Reduce -98.2% 7,649 $738K
Trilogy Capital Inc. 0.04% Reduce -9.6% 7,535 $727K
Valeo Financial Advisors, LLC 0.02% Reduce -10.3% 7,367 $711K
Pines Wealth Management, LLC 0.33% Add +15.9% 8,238 $710K
NewEdge Wealth, LLC 0.01% Reduce -9.9% 7,349 $709K
Pure Financial Advisors, LLC 0.01% Add +4.3% 7,300 $704K
Adirondack Trust Co. 0.27% Add +1.6% 7,274 $702K
Strategy Asset Managers LLC 0.14% New 7,187 $693K
Elm Partners Management LLC 0.04% Reduce -26.6% 7,185 $693K
Cullen/Frost Bankers, Inc. 0.01% Add +51.5% 7,163 $691K
Fortis Capital Management LLC 0.13% Reduce -0.6% 7,151 $690K
PFG Investments, LLC 0.04% Add +6.6% 7,115 $686K
Columbus Macro, LLC 0.09% New 7,089 $684K
Trexquant Investment LP 0.01% Reduce -17.7% 7,075 $682K
Legacy Capital Group California, Inc. 0.24% Add +44.8% 7,071 $682K
Iams Wealth Management, LLC 0.31% Reduce -7.3% 7,069 $682K
First Business Financial Services, Inc. 0.07% No change 7,057 $681K
Burford Brothers, Inc. 0.33% Reduce -7.6% 7,031 $678K
Perigon Wealth Management, LLC 0.02% Add +1.0% 7,017 $677K
Rational Advisors, Inc. 0.07% Reduce -13.7% 7,005 $676K
Tompkins Financial Corp. 0.06% Add +27.3% 7,000 $675K
Access Financial Services, Inc. 0.27% Add +76.0% 6,991 $674K
Milestone Asset Management, LLC 0.14% Add +40.5% 6,984 $674K
WINTON GROUP Ltd 0.04% Reduce -8.6% 6,960 $671K
LMR Partners LLP 0.02% No change 6,908 $666K
AQR Capital Management 0.00% Reduce -30.4% 6,854 $661K
Retirement Planning Group, LLC 0.03% Add +2.2% 6,844 $660K
Lunt Capital Management, Inc. 0.24% Reduce -3.1% 6,838 $660K
Dynamic Wealth Strategies, LLC 0.55% Add +0.4% 6,831 $659K
Commerce Bank 0.00% Add +33.1% 6,750 $651K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 6,741 $650K
International Assets Investment Management, LLC 0.06% Add +114.0% 6,714 $648K
Integrity Alliance, Llc. 0.03% Add +145.6% 6,706 $647K
WT Wealth Management 0.21% Reduce -4.7% 6,686 $645K
Brass Tax Wealth Management, Inc. 0.13% Add +4.5% 6,650 $641K
Madison Wealth Partners, Inc 0.16% Add +0.3% 6,644 $641K
jvl associates llc 0.26% No change 6,625 $639K
KWB Wealth 0.08% Reduce -19.6% 6,571 $636K
Whittier Trust Co. of Nevada Inc. 0.02% Add +24.5% 6,588 $635K
Busey Bank 0.02% No change 6,582 $635K
Mystic Asset Management, Inc. 0.17% Add +19.5% 6,550 $632K
Apollon Wealth Management, LLC 0.01% Reduce -6.3% 6,547 $631K
MKT Advisors LLC 0.29% No change 7,166 $626K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.5% 6,469 $624K
Compound Planning, Inc. 0.03% New 6,367 $614K
First United Bank & Trust 0.23% Reduce -5.4% 6,350 $612K
Monetary Management Group Inc. 0.17% Reduce -5.9% 6,350 $612K
Keel Point, LLC 0.05% Add +45.7% 6,344 $612K
MMBG Investment Advisors Co. 0.07% No change 6,320 $610K
Regions Financial Corp. 0.00% Reduce -7.1% 6,270 $605K
Kaizen Financial Strategies 0.35% Reduce -1.5% 6,266 $604K
Smith Anglin Financial, LLC 0.06% Add +74.6% 6,237 $602K
XTX Topco Ltd 0.03% Add +2.4% 6,220 $600K
Ascent Group, LLC 0.03% Reduce -18.5% 6,085 $587K
Visionary Wealth Advisors 0.03% Add +35.4% 6,036 $582K
Greystone Financial Group, LLC 0.11% Reduce -1.8% 6,030 $582K
Manchester Financial Inc. 0.13% New 6,022 $581K
Credit Agricole S A 0.00% Reduce -21.0% 5,991 $578K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -4.2% 5,981 $577K
Fulton Bank, N.A. 0.02% Reduce -14.8% 5,958 $575K
Barnes Wealth Management Group, Inc 0.36% Add +47.3% 5,861 $565K
Leavell Investment Management, Inc. 0.03% Add +23.0% 5,831 $562K
PEAK6 LLC 0.02% New 5,821 $561K
Caldwell Trust Co 0.06% No change 5,773 $557K
Second Half Financial Partners, LLC 0.27% Reduce -6.3% 5,747 $554K
Elevated Capital Advisors, LLC 0.16% Add +3.9% 5,739 $554K
Brown Brothers Harriman & Co. 0.00% Add +5.2% 5,691 $549K
Hardy Reed LLC 0.05% No change 5,659 $546K
Concorde Asset Management, LLC 0.29% Add +34.8% 5,783 $542K
Kessler Investment Group, LLC 0.26% Reduce -48.6% 5,604 $541K
Hexagon Capital Partners LLC 0.10% Reduce -0.0% 5,594 $540K
Prevail Innovative Wealth Advisors, LLC 0.14% Reduce -0.3% 5,583 $538K
Peak Financial Advisors LLC 0.27% Add +1.4% 5,565 $537K
Beacon Financial Advisory LLC 0.16% Add +4.3% 5,555 $536K
Manchester Capital Management LLC 0.07% No change 5,485 $529K
Ironwood Investment Counsel, LLC 0.09% Add +0.1% 5,431 $524K
Tiaa Trust, National Association 0.00% Add +3.9% 5,369 $518K
Grassi Investment Management 0.05% Add +1.9% 5,356 $517K
Investor's Fiduciary Advisor Network, LLC 0.24% Reduce -3.3% 5,357 $516K
Claro Advisors Inc. 0.07% New 5,349 $516K
Coppell Advisory Solutions LLC 0.07% Reduce -35.2% 5,395 $515K
Larson Financial Group LLC 0.02% Add +7.1% 5,321 $513K
Heritage Oak Wealth Advisors LLC 0.23% New 5,290 $510K
Transce3nd, LLC 0.23% Reduce -29.7% 5,359 $508K
Obsidian Cio, LLC 0.08% New 5,251 $506K
NBT Bank, N.A. 0.04% Reduce -3.4% 5,248 $506K
Mgo One Seven LLC 0.02% Reduce -19.3% 5,244 $506K
First Citizens Financial Corp 0.29% Add +53.4% 5,227 $504K
Client First Investment Management LLC 0.34% New 5,216 $503K
Choate Investment Advisors 0.01% No change 5,177 $499K
Xcel Wealth Management, LLC 0.16% No change 5,163 $498K
Thompson Davis & Co., Inc. 0.39% Add +14.2% 5,152 $497K
Blue Chip Partners, LLC 0.04% Reduce -4.9% 5,125 $494K
Constitution Capital LLC 0.27% Add +9.5% 5,122 $494K
Americana Partners, LLC 0.02% Reduce -2.7% 5,109 $493K
Penobscot Investment Management Company, Inc. 0.05% Reduce -2.1% 5,101 $492K
Eastern Bank 0.01% Reduce -89.7% 5,089 $491K
Ausdal Financial Partners, Inc. 0.04% Reduce -2.8% 5,088 $491K
Elevatus Welath Management 0.28% Add +0.0% 5,070 $489K
Invst, LLC 0.07% New 5,024 $485K
Verition Fund Management LLC 0.00% New 5,003 $483K
Alpine Woods Capital Investors, LLC 0.12% No change 5,000 $482K
Sather Financial Group Inc 0.03% No change 5,000 $482K
Wealthedge Investment Advisors, LLC 0.22% Reduce -8.7% 4,982 $481K
Waldron Private Wealth LLC 0.02% Add +83.9% 4,955 $478K
Fragasso Financial Advisors Inc 0.04% Reduce -2.4% 4,919 $474K
Westbourne Investments, Inc. 0.29% No change 4,915 $474K
Gryphon Financial Partners LLC 0.07% Reduce -4.9% 4,913 $474K
Richard W. Paul & Associates, LLC 0.19% Reduce -49.2% 4,912 $474K
Penobscot Wealth Management 0.20% New 4,880 $471K
Financial Counselors Inc. 0.01% Reduce -0.9% 4,857 $468K
Inspire Advisors, LLC 0.05% New 4,854 $468K
Sherman Asset Management, Inc. 0.45% Reduce -19.2% 4,844 $467K
Destiny Wealth Partners, LLC 0.07% No change 4,815 $464K
Townsquare Capital LLC 0.00% Add +37.5% 4,802 $463K
Managed Asset Portfolios, LLC 0.06% No change 4,787 $462K
Clarius Group, LLC 0.03% Add +2.1% 4,772 $460K
Choreo, LLC 0.01% Add +6.0% 4,758 $459K
Nixon Peabody Trust Co. 0.04% Add +111.1% 4,750 $458K
Sequent Planning LLC 0.16% Add +41.5% 4,722 $455K
Acute Investment Advisory, LLC 2.29% Reduce -79.9% 4,718 $455K
Blue Fin Capital, Inc. 0.09% Add +3.7% 4,689 $452K
Stock Yards Bank & Trust Co. 0.02% No change 4,686 $452K
Arrow Financial Corp 0.05% Reduce -37.5% 4,666 $450K
Crews Bank & Trust 0.08% No change 4,640 $448K
AMJ Financial Wealth Management 0.13% Add +4.4% 4,638 $447K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -1.8% 4,634 $447K
Trust Point Inc. 0.04% Add +1.9% 4,608 $444K
Garden State Investment Advisory Services LLC 0.14% New 4,589 $443K
Montag A & Associates Inc. 0.02% Add +4.9% 4,589 $443K
Citizens Financial Group Inc. 0.01% Reduce -9.2% 4,511 $435K
Secure Asset Management, LLC 0.09% Add +7.8% 4,510 $435K
Financial Advisors Network, Inc. 0.07% No change 4,477 $432K
Enterprise Bank & Trust Co 0.17% No change 4,440 $428K
Camelot Technology Advisors, Inc. 0.39% Reduce -1.8% 4,392 $424K
Evoke Wealth, LLC 0.01% No change 4,346 $419K
One Day In July LLC 0.04% Add +33.2% 4,341 $419K
Global Trust Asset Management, LLC 0.25% Reduce -2.3% 4,315 $416K
Sagespring Wealth Partners, LLC 0.01% Add +9.1% 4,242 $409K
Tyler-Stone Wealth Management 0.07% Reduce -0.3% 4,208 $406K
Mission Wealth Management, LP 0.01% Reduce -1.4% 4,208 $406K
Chilton Capital Management LLC 0.02% Reduce -4.3% 4,200 $405K
Stratos Investment Management, LLC 0.02% Add +3.8% 4,175 $403K
Swmg, LLC 0.16% Reduce -11.9% 4,256 $402K
MRWM Advisors, LLC 0.28% New 4,156 $401K
Jefferies Financial Group Inc. 0.01% Add +7.9% 4,110 $396K
Moneta Group Investment Advisors LLC 0.01% Add +25.6% 4,096 $395K
Garrett Wealth Advisory Group, LLC 0.09% Add +1.6% 4,093 $395K
Verus Capital Partners, LLC 0.04% Reduce -6.6% 4,075 $393K
Safe Harbor Fiduciary, LLC 0.40% Add +0.3% 4,051 $391K
Centennial Wealth Advisory LLC 0.14% Add +4.3% 4,035 $389K
Charter Oak Capital Management, LLC 0.04% Reduce -30.6% 4,017 $387K
Wesbanco Bank Inc. 0.01% Reduce -0.8% 4,011 $387K
Hourglass Capital, LLC 0.10% No change 4,000 $386K
Amplius Wealth Advisors, LLC 0.04% No change 3,976 $383K
Welch Group, LLC 0.02% Reduce -43.0% 3,979 $381K
Talisman Wealth Advisors LLC 0.39% Reduce -5.9% 3,916 $378K
Astra Wealth Partners LLC 0.36% Add +22.4% 3,911 $377K
Harvey Capital Management Inc. 0.10% Reduce -5.1% 3,905 $377K
Brighton Jones LLC 0.01% Add +50.8% 3,890 $375K
GTS Securities LLC 0.02% Reduce -94.3% 3,869 $373K
Fourpath Capital Management, LLC 0.06% Add +21.3% 3,852 $372K
Ehrlich Financial Group 0.27% New 3,835 $370K
Seven Springs Wealth Group, LLC 0.13% No change 3,813 $368K
Councilmark Asset Management, LLC 0.25% No change 3,800 $367K
Strategic Investment Advisors / MI 0.04% Reduce -20.2% 3,776 $364K
Prostatis Group LLC 0.11% Reduce -0.8% 3,773 $364K
Rothschild Capital Partners, LLC 0.10% No change 3,770 $364K
True Vision MN LLC 0.22% Reduce -51.8% 3,755 $362K
Insigneo Advisory Services, LLC 0.04% Add +30.5% 3,749 $362K
SOL Capital Management CO 0.04% No change 3,735 $360K
Journey Strategic Wealth LLC 0.01% Add +6.9% 3,709 $358K
St Germain D J Co. Inc. 0.02% No change 3,697 $357K
Juncture Wealth Strategies, LLC 0.14% Add +8.6% 3,688 $356K
MWA Asset Management 0.25% No change 3,665 $353K
Legacy Wealth Management, LLC 0.02% Reduce -5.2% 3,659 $353K
First Citizens Bank & Trust Co. 0.01% Reduce -0.5% 3,608 $348K
J.W. Cole Advisors, Inc. 0.01% Reduce -75.8% 3,598 $347K
Bokf, NA 0.01% No change 3,582 $345K
Arlington Financial Advisors, LLC 0.06% No change 3,551 $342K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -79.4% 3,546 $342K
United Bank 0.14% Reduce -7.6% 3,510 $339K
Van Cleef Asset Management,Inc 0.04% New 3,505 $338K
First Wilshire Securities Management Inc. 0.10% No change 3,500 $338K
Sage Capital Advisors,llc 0.09% No change 3,498 $337K
Rockland Trust Co. 0.02% Reduce -25.6% 3,487 $336K
AlphaStar Capital Management, LLC 0.03% Reduce -98.2% 3,475 $335K
Atlas Legacy Advisors, LLC 0.08% Reduce -58.3% 3,459 $334K
KDK Private Wealth Management, LLC 0.38% No change 3,418 $330K
Viawealth, LLC 0.20% No change 3,409 $329K
McAdam, LLC 0.02% Add +11.6% 3,406 $329K
Founders Financial Alliance, LLC 0.08% Add +9.6% 3,382 $326K
Stonebrook Private Inc. 0.08% Add +46.7% 3,372 $325K
Aspen Investment Management Inc 0.15% New 3,350 $323K
Balyasny Asset Management L.P. 0.00% Reduce -92.8% 3,334 $322K
Goodman Advisory Group, LLC 0.10% New 3,326 $321K
RMR Wealth Builders 0.03% Add +30.4% 3,309 $319K
Empower Advisory Group, LLC 0.00% Add +10.9% 3,297 $318K
Disciplined Investors, L.L.C. 0.29% No change 3,295 $318K
OneAscent Financial Services LLC 0.02% Add +2.8% 3,285 $317K
Whalen Wealth Management Inc. 0.21% Reduce -46.2% 3,261 $315K
Joseph P. Lucia & Associates, LLC 0.14% New 3,261 $315K
Provident Co of the Employees of the Hebrew University LTD 0.36% Reduce -45.5% 3,254 $314K
SkyOak Wealth, LLC 0.07% Reduce -0.7% 3,248 $313K
Lebenthal Global Advisors, LLC 0.06% No change 3,245 $313K
Ring Mountain Capital, LLC 0.23% Reduce -0.7% 3,220 $311K
United Advisor Group, LLC 0.06% Reduce -8.1% 3,215 $310K
Russell Investments Group, Ltd. 0.00% Add +334.0% 3,155 $304K
Midwest Financial Group LLC 0.18% Reduce -2.3% 3,135 $302K
Silverlake Wealth Management LLC 0.12% New 3,123 $301K
Nadler Financial Group, Inc. 0.03% Add +18.4% 3,115 $300K
Spartan Planning & Wealth Management 0.29% Reduce -16.1% 3,109 $300K
Tounjian Advisory Partners, LLC 0.06% — 3,108 $300K
Brady Family Wealth, LLC 0.10% No change 3,104 $299K
Severin Investments, LLC 0.30% Reduce -2.2% 3,096 $299K
D. E. Shaw & Co. 0.00% New 3,083 $297K
Abbot Financial Management, Inc. 0.15% No change 3,075 $297K
LPWM LLC 0.10% Add +0.3% 3,074 $296K
Cape Cod Five Cents Savings Bank 0.03% No change 3,256 $294K
Capital Management Associates, Inc 0.07% New 3,044 $294K
Alliancebernstein L.P. 0.00% Reduce -91.0% 3,033 $293K
Meridian Wealth Management, LLC 0.01% New 3,014 $291K
Rollins Financial Advisors, LLC 0.05% Add +9.7% 2,988 $288K
InTrack Investment Management Inc 0.26% Add +3.6% 2,957 $285K
Purkiss Capital Advisors LLC 0.21% New 2,952 $285K
Accel Wealth Management 0.10% Reduce -3.2% 2,925 $282K
Kingswood Wealth Advisors, LLC 0.03% Reduce -30.5% 2,910 $281K
Kovack Advisors, Inc. 0.03% Add +11.2% 2,891 $279K
Watts Gwilliam & Co., LLC 0.06% Add +2.0% 2,854 $275K
Mitchell Sinkler & Starr 0.08% No change 2,850 $275K
First International Bank & Trust 0.09% No change 2,845 $274K
ABLE Financial Group, LLC 0.08% No change 2,841 $274K
Sebold Capital Management, Inc. 0.18% Reduce -2.4% 2,839 $274K
Wealth Watch Advisors, INC 0.22% Reduce -17.0% 2,828 $273K
Alteri Wealth LLC 0.12% Reduce -29.1% 2,825 $273K
Nautilus Advisors LLC 0.23% Reduce -12.4% 2,825 $272K
Arlington Capital Management, Inc. 0.21% Add +10.3% 2,820 $272K
Synovus Financial Corp. 0.00% Add +0.0% 2,807 $271K
Family Firm, Inc. 0.06% Add +0.3% 2,783 $268K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.3% 2,772 $267K
Tyche Wealth Partners LLC 0.06% Reduce -0.2% 2,759 $266K
Caprock Group, LLC 0.01% Add +11.4% 2,745 $265K
Kraft, Davis & Associates, LLC 0.08% Add +28.6% 2,911 $263K
Prosperity Wealth Management, Inc. 0.12% Reduce -2.5% 2,697 $260K
Duncker Streett & Co. Inc. 0.05% Add +3.0% 2,658 $256K
Strategic Blueprint, LLC 0.01% New 2,658 $256K
SC&H Financial Advisors, Inc. 0.05% No change 2,640 $255K
Sterling Investment Management, LLC 0.18% Add +0.2% 2,605 $251K
Total Wealth Planning & Management, Inc. 0.26% Reduce -11.5% 2,603 $251K
Bank of New Hampshire 0.07% Reduce -0.6% 2,591 $250K
Debussy Capital Management LP 0.04% Reduce -10.2% 2,585 $249K
Icon Wealth Advisors, LLC 0.02% No change 2,575 $248K
Headlands Technologies LLC 0.03% New 2,561 $247K
Cornerstone Wealth Management, LLC 0.02% Reduce -9.7% 2,559 $247K
Obsidian Personal Planning Solutions LLC 0.11% No change 2,584 $247K
Ironwood Financial, llc 0.05% No change 2,552 $246K
Interchange Capital Partners, LLC 0.07% New 2,505 $242K
Allworth Financial LP 0.00% Add +252.1% 2,560 $240K
Vista Investment Management 0.09% Reduce -1.2% 2,480 $239K
Raffa Wealth Management, LLC 0.05% Reduce -4.2% 2,434 $235K
Point72 Asset Management 0.00% New 2,405 $232K
One Capital Management, LLC 0.01% Reduce -8.5% 2,396 $231K
Narus Financial Partners, LLC 0.08% Reduce -2.2% 2,393 $231K
Intelligence Driven Advisers, LLC 0.04% New 2,385 $230K
Quadrature Capital Ltd 0.01% New 2,382 $230K
First National Trust Co 0.01% No change 2,363 $228K
BCS Wealth Management 0.06% No change 2,356 $227K
Three Bridge Wealth Advisors, LLC 0.08% Reduce -0.7% 2,347 $226K
Montecito Bank & Trust 0.04% No change 2,318 $224K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +61.6% 2,311 $223K
Byrne Asset Management LLC 0.19% Add +6.9% 2,310 $223K
Aries Wealth Management 0.06% No change 2,297 $222K
EverSource Wealth Advisors, LLC 0.01% Add +6.7% 2,289 $221K
YHB Investment Advisors, Inc. 0.02% Reduce -21.7% 2,286 $220K
Blue Trust, Inc. 0.00% New 2,279 $220K
Colonial River Investments, LLC 0.12% Reduce -26.7% 2,233 $215K
Collaborative Wealth Managment Inc. 0.10% Reduce -10.2% 2,230 $215K
Wetzel Investment Advisors, Inc. 0.11% Reduce -2.2% 2,228 $215K
FineMark National Bank & Trust 0.01% New 2,220 $214K
CRA Financial Services, LLC 0.04% No change 2,203 $212K
Marathon Trading Investment Management LLC 0.11% Add +298.6% 2,200 $212K
Centiva Capital, LP 0.01% New 2,200 $212K
Main Street Financial Solutions, LLC 0.02% Add +2.5% 2,185 $211K
University of Texas/Texas Am Investment Management Co. 0.04% Add +486.5% 2,170 $209K
Cornerstone Wealth Group, LLC 0.02% Reduce -95.9% 2,161 $208K
Invera Wealth Advisors, LLC 0.13% Reduce -7.8% 2,158 $208K
Legacy Private Trust Co. 0.01% Reduce -26.2% 2,141 $206K
Axxcess Wealth Management, LLC 0.01% Reduce -91.8% 2,126 $205K
Y.D. More Investments Ltd 0.02% Reduce -12.3% 2,130 $205K
Kanawha Capital Management LLC 0.02% New 2,120 $204K
Pinnacle Financial Partners Inc 0.00% Add +1.4% 2,116 $204K
Firestone Capital Management 0.05% Reduce -0.6% 2,108 $203K
Meridian Financial Advisors, LLC 0.14% No change 2,100 $203K
James J. Burns & Company, LLC 0.04% New 2,098 $202K
Lanark Financial, Inc. 0.02% — 2,101 $202K
Patron Partners, LLC 0.11% New 2,078 $200K
Kennicott Capital Management LLC 0.13% No change 2,077 $200K
Farmers Trust Co. 0.04% New 2,077 $200K
Canopy Partners, LLC 0.08% No change 2,074 $200K
2UniFi Bank 0.13% Reduce -4.0% 1,937 $198K
Signaturefd, LLC 0.00% Reduce -21.8% 2,032 $196K
Coldstream Capital Management Inc. 0.00% New 2,017 $195K
GPS Wealth Strategies Group, LLC 0.03% Add +21.2% 1,971 $190K
Colonial Trust Advisors 0.02% Add +0.1% 1,932 $186K
Rosenberg Matthew Hamilton 0.05% No change 1,930 $186K
Caldwell Sutter Capital, Inc. 0.09% No change 1,862 $180K
Franklin Resources Inc. 0.00% Add +50.3% 1,859 $179K
CVA Family Office, LLC 0.03% Add +54.9% 1,837 $177K
AlphaCore Capital LLC 0.01% Reduce -3.5% 1,834 $177K
Addison Advisors LLC 0.05% No change 1,813 $175K
Ogorek Anthony Joseph /NY/ 0.06% Add +0.2% 1,747 $168K
Acropolis Investment Management, LLC 0.01% Add +0.2% 1,741 $168K
MGB Wealth Management, LLC 0.06% Add +3972.5% 1,629 $157K
GAMMA Investing LLC 0.01% No change 1,629 $157K
Ameriflex Group, Inc. 0.06% No change 1,597 $154K
UMB Bank, n.a. 0.00% No change 1,556 $150K
Parallel Advisors, LLC 0.00% Reduce -27.9% 1,536 $148K
CIBC Private Wealth Group LLC 0.00% Reduce -60.0% 1,702 $147K
Independence Bank of Kentucky 0.02% Add +26.1% 1,427 $138K
MV Capital Management, Inc. 0.01% No change 1,386 $134K
Plante Moran Financial Advisors, LLC 0.01% No change 1,364 $132K
Avion Wealth 0.03% No change 1,311 $126K
Tortoise Investment Management, LLC 0.01% Add +46.9% 1,175 $113K
Continuum Advisory, LLC 0.01% Add +34.1% 1,163 $112K
Vestor Capital, LLC 0.01% No change 1,101 $106K
Atticus Wealth Management, LLC 0.03% Reduce -11.9% 1,095 $106K
SYM FINANCIAL Corp 0.01% Reduce -4.5% 1,082 $104K
Cornerstone Planning Group LLC 0.02% Add +137.4% 1,130 $104K
Clearstead Advisors, LLC 0.00% No change 1,072 $103K
Banque Cantonale Vaudoise 0.00% — 1,064 $103K
Webster Bank, N. A. 0.01% Add +112.5% 1,041 $100K
SouthState Bank Corp 0.00% Add +8.6% 1,037 $100K
Geneos Wealth Management Inc. 0.00% No change 1,007 $97K
Investors Research Corp 0.02% No change 951 $92K
Winch Advisory Services, LLC 0.02% Add +0.2% 950 $92K
Zions Bancorporation, National Association 0.01% — 948 $91K
ORG Partners LLC 0.02% Reduce -39.5% 941 $91K
Parkside Financial Bank & Trust 0.01% Reduce -46.0% 946 $91K
Ancora Advisors LLC 0.00% Add +9.8% 945 $91K
Medallion Wealth Advisors, LLC 0.04% Reduce -11.9% 943 $91K
Bangor Savings Bank 0.01% Add +1.5% 931 $90K
Jackson Hole Capital Partners, LLC 0.02% Add +3.3% 930 $90K
Farmers & Merchants Investments Inc. 0.00% No change 926 $89K
Activest Wealth Management 0.02% Reduce -18.7% 918 $89K
Godsey & Gibb, Inc. 0.01% Add +36.5% 917 $88K
Concord Wealth Partners 0.01% No change 901 $87K
Angeles Wealth Management, LLC 0.01% No change 900 $87K
Armstrong Advisory Group, Inc. 0.01% No change 889 $86K
Cary Street Partners Investment Advisory LLC 0.05% Add +213.7% 891 $86K
Arax Advisory Partners 0.01% Add +12.9% 876 $84K
HHM Wealth Advisors, LLC 0.01% No change 851 $82K
Paladin Advisory Group, LLC 0.06% No change 807 $78K
LFA - Lugano Financial Advisors SA 0.05% No change 801 $77K
First Community Trust NA 0.07% No change 794 $77K
Capital Investment Advisory Services, LLC 0.01% Add +1.4% 712 $69K
Provident Wealth Management, LLC 0.02% No change 711 $69K
Comprehensive Financial Planning, Inc. 0.06% Add +0.3% 670 $65K
Truvestments Capital LLC 0.01% Add +29.4% 643 $62K
Principal Securities, Inc. 0.00% No change 640 $62K
Capital Analysts, LLC 0.00% Reduce -9.2% 629 $61K
Beacon Capital Management, LLC 0.01% Add +58.8% 613 $59K
Sage Mountain Advisors LLC 0.00% No change 558 $54K
Aventura Private Wealth, LLC 0.03% No change 551 $53K
Valley Wealth Managers, Inc. 0.00% Reduce -81.6% 550 $53K
Integrity Financial Corp 0.03% Add +0.2% 549 $53K
Runnymede Capital Advisors, Inc. 0.05% Add +1.2% 510 $49K
West Branch Capital LLC 0.02% No change 499 $48K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 495 $48K
Register Financial Advisors LLC 0.02% No change 467 $45K
SBI Securities Co., Ltd. 0.00% Add +36.9% 445 $43K
BankPlus Trust Department 0.01% No change 435 $42K
NFSG Corp 0.01% Reduce -26.6% 405 $39K
Roxbury Financial LLC 0.04% Add +0.5% 373 $38K
Guardian Wealth Advisors, LLC / NC 0.00% Add +652.9% 384 $37K
JFS Wealth Advisors, LLC 0.00% Reduce -25.0% 381 $37K
Birchbrook, Inc. 0.02% No change 378 $36K
Park Square Financial Group, LLC 0.03% Reduce -41.0% 375 $36K
Westside Investment Management, Inc. 0.01% No change 356 $34K
MCF Advisors LLC 0.00% No change 356 $34K
Stonebridge Financial Group, LLC 0.00% Reduce -99.8% 349 $34K
Centennial Bank 0.01% Reduce -56.7% 306 $30K
FIL Ltd 0.00% New 305 $29K
Sound Income Strategies, LLC 0.00% Reduce -28.7% 301 $29K
Anchor Investment Management, LLC 0.00% No change 300 $29K
BTG Pactual Asset Management US LLC 0.00% No change 292 $28K
Arlington Trust Co LLC 0.01% No change 290 $28K
PSI Advisors, LLC 0.01% Reduce -32.9% 288 $28K
Bessemer Group Inc. 0.00% Add +5.8% 276 $27K
Red Tortoise LLC 0.01% No change 275 $27K
Oakworth Capital, Inc. 0.00% New 265 $26K
Delta Asset Management LLC 0.00% New 263 $25K
Reyes Financial Architecture, Inc. 0.02% No change 262 $25K
Harbor Investment Advisory, LLC 0.00% Reduce -4.0% 262 $25K
WPG Advisers, LLC 0.02% Add +0.4% 248 $24K
Founders Capital Management 0.02% Add +161.3% 243 $23K
Solstein Capital, LLC 0.01% No change 243 $23K
First Command Advisory Services, Inc. 0.00% Reduce -9.8% 240 $23K
SJS Investment Consulting Inc. 0.00% No change 233 $22K
Archer Investment Corp 0.01% Add +2.2% 232 $22K
Valley National Advisers Inc. 0.00% Add +95.8% 233 $22K
Howe & Rusling Inc. 0.00% Reduce -52.1% 228 $22K
Key Financial Inc 0.00% No change 222 $21K
HM Payson & Co. 0.00% Add +200.0% 222 $21K
Glen Eagle Advisors, LLC 0.00% No change 220 $21K
Briaud Financial Planning Inc 0.01% No change 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
Balentine LLC 0.00% No change 200 $19K
Sunbelt Securities, Inc. 0.00% Reduce -85.3% 199 $19K
Salem Investment Counselors Inc. 0.00% No change 196 $19K
Rice Partnership, LLC 0.00% Reduce -43.7% 187 $18K
Pacific Center for Financial Services 0.00% No change 180 $17K
Versant Capital Management, Inc 0.00% No change 176 $17K
City Holding Co. 0.00% Reduce -10.7% 175 $17K
Provenance Wealth Advisors, LLC 0.00% No change 173 $17K
McIlrath & Eck, LLC 0.00% New 172 $17K
Sandy Spring Bank 0.00% Add +56.4% 158 $15K
Macquarie Group Ltd. 0.00% New 153 $15K
Glassman Wealth Services 0.00% No change 150 $14K
Johnson Financial Group, Inc. 0.00% No change 148 $14K
Community Bank, N.A. 0.00% No change 139 $13K
PFS Partners, LLC 0.01% Add +0.7% 138 $13K
Quest 10 Wealth Builders, Inc. 0.01% No change 132 $13K
one8zero8, LLC 0.00% No change 125 $12K
United Community Bank 0.00% Reduce -72.4% 124 $12K
Financial Gravity Asset Management, Inc. 0.00% — 123 $12K
Curat Global, LLC 0.01% — 122 $12K
Jackson, Grant Investment Advisers, Inc. 0.00% New 122 $12K
Legacy Wealth Managment, LLC 0.01% Add +17.8% 119 $11K
Financial Connections Group, Inc. 0.00% No change 115 $11K
Barrett & Company, Inc. 0.00% No change 114 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 109 $11K
Covestor Ltd 0.01% Reduce -27.5% 103 $10K
Brooklyn Investment Group 0.00% No change 103 $10K
New England Capital Financial Advisors LLC 0.01% Add +1.0% 103 $10K
Marshall Investment Management, LLC 0.01% New 101 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 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
Crewe Advisors LLC 0.00% No change 91 $9K
Citizens National Bank Trust Department 0.00% New 83 $8K
Union Savings Bank 0.00% Add +78.6% 75 $7K
Flaharty Asset Management, LLC 0.00% New 71 $7K
Mather Group, Llc. 0.00% Reduce -19.5% 70 $7K
N.E.W. Advisory Services LLC 0.00% New 68 $7K
Tower View Wealth Management LLC 0.00% Reduce -16.3% 67 $6K
Logan Capital Management Inc. 0.00% No change 67 $6K
Eukles Asset Management 0.00% No change 67 $6K
First PREMIER Bank 0.00% No change 66 $6K
Tsfg, LLC 0.00% No change 61 $6K
Capital A Wealth Management, LLC 0.01% New 50 $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% Add +2.2% 46 $4K
Atala Financial Inc 0.00% No change 45 $4K
JNBA Financial Advisors 0.00% New 43 $4K
Daiwa Securities Group Inc. 0.00% Reduce -31.1% 42 $4K
Global Wealth Strategies & Associates 0.00% New 39 $4K
Richardson Capital Management LLC 0.00% New 37 $4K
Legacy Bridge, LLC 0.00% No change 37 $4K
Cranbrook Wealth Management, LLC 0.00% Add +65.0% 33 $3K
McClarren Financial Advisors, Inc. 0.00% Add +395.6% 114 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 32 $3K
Coston, McIsaac & Partners 0.00% No change 41 $3K
Wolff Wiese Magana LLC 0.00% New 29 $3K
GoalVest Advisory LLC 0.00% No change 29 $3K
Financially Speaking Inc 0.00% Reduce -100.0% 28 $3K
Family Manage LLC 0.00% No change 28 $3K
American National Bank & Trust 0.00% Reduce -83.9% 27 $3K
Principia Wealth Advisory, LLC 0.00% New 26 $2K
NorthRock Partners, LLC 0.00% Reduce -87.5% 25 $2K
Park Place Capital Corp 0.00% New 24 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 21 $2K
Barnes Dennig Private Wealth Management LLC 0.00% — 20 $2K
Nvwm, LLC 0.00% Reduce -99.9% 20 $2K
TD Private Client Wealth LLC 0.00% No change 20 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 13 $1K
Asset Management One Co., Ltd. 0.00% New 12 $1K
Weaver Capital Management LLC 0.00% Add +22.2% 11 $1K
Resources Management Corp. /CT/ 0.00% No change 10 $1K
Compass Financial Services Inc 0.00% New 10 $970
Bridge Generations Wealth Management LLC 0.00% No change 10 $965
Rakuten Securities, Inc. 0.00% Reduce -90.5% 10 $965
Cape Investment Advisory, Inc. 0.00% Reduce -76.7% 10 $965
Rise Advisors, LLC 0.00% No change 9 $873
Washington Growth Strategies LLC 0.50% — 96 $563

"% 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.