SS Comm Select Sector SPDRXLCETF

13F holders, Q2 2025 (June 30)
1,113holders +42
119new positions
76sold out
8famous investors
$107.97avg. 13F price*

At the end of Q2 2025, 1,113 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, up 42 from Q1 2025. 119 opened new positions and 76 sold out. The largest holders were Bank of America Corp. ($4.8B), Morgan Stanley ($1.1B) and JPMorgan Chase & Co. ($1.1B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions119$383.9M
Exits76$129.9M

All 13F filers, Q1 2025 → Q2 2025: 30,406,196 shares bought and 12,347,196 shares sold, net +18,059,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,113 holders

Bank of America Corp. 0.38% Add +2.2% 43,890,177 $4.8B
Morgan Stanley 0.07% Add +43.0% 10,376,636 $1.1B
JPMorgan Chase & Co. 0.08% Add +4.3% 10,128,729 $1.1B
Envestnet Asset Management Inc. 0.27% Add +61.1% 8,497,100 $922.2M
Wells Fargo & Company 0.20% Add +2.5% 8,494,352 $921.9M
LPL Financial LLC 0.23% Add +16.7% 6,439,543 $698.9M
Raymond James Financial Inc. 0.21% Add +29.4% 5,505,595 $597.5M
Ameriprise Financial Inc. 0.11% Reduce -1.6% 4,001,402 $434.4M
CHURCHILL MANAGEMENT Corp 4.70% Reduce -0.7% 3,991,642 $433.2M
Truist Financial Corp. 0.59% Add +46.3% 3,734,466 $405.3M
Janney Montgomery Scott LLC 1.03% Add +43.0% 3,619,986 $392.9M
UBS Group AG 0.08% Add +0.3% 3,586,889 $389.3M
WestEnd Advisors, LLC 8.17% Add +53.9% 3,035,947 $329.5M
Main Management ETF Advisors, LLC 13.39% Add +232.7% 2,968,510 $322.2M
Charles Schwab Investment Management Inc. 0.05% Reduce -3.4% 2,743,032 $297.7M
Migdal Insurance & Financial Holdings Ltd. 3.34% Add +7.0% 2,591,768 $281.3M
Barclays PLC 0.09% Reduce -16.4% 2,033,052 $220.6M
Menora Mivtachim Holdings LTD. 1.15% Add +25.6% 1,838,075 $199.5M
PGIM Custom Harvest LLC 3.64% Reduce -0.3% 1,628,576 $176.7M
Royal Bank of Canada 0.03% Reduce -0.7% 1,619,961 $175.8M
Meitav Investment House Ltd. 1.76% Add +67.9% 1,205,556 $130.9M
BlackRock, Inc. 0.00% Reduce -4.0% 1,148,418 $124.6M
SG Americas Securities, LLC 0.51% Add +4057.8% 1,060,776 $115.1M
Donaldson Capital Management, LLC 4.18% Add +4.7% 1,049,818 $113.9M
Victory Capital Management Inc. 0.07% Add +55.5% 1,039,756 $112.8M
CW Advisors, LLC 1.07% Add +1.8% 1,019,877 $110.7M
Agf Management Ltd. 0.49% Add +40.3% 991,272 $107.6M
MML Investors Services, LLC 0.30% Add +50.1% 970,754 $105.4M
Goldman Sachs Group Inc. 0.02% Add +3.0% 930,637 $101.0M
Harel Insurance Investments & Financial Services Ltd. 1.15% Reduce -55.3% 926,074 $100.5M
Main Management LLC 7.76% Add +0.8% 908,983 $98.7M
State Street Corp. 0.00% Reduce -63.3% 902,041 $97.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.85% New 862,910 $93.4M
Marshall Wace, LLP 0.11% Reduce -43.2% 857,358 $93.0M
J.Safra Asset Management Corp 6.08% Add +3.8% 804,714 $87.3M
SRB Corp. 5.21% Add +12.1% 800,774 $86.9M
Clal Insurance Enterprises Holdings Ltd 0.85% Add +1700.7% 794,100 $86.2M
Stifel Financial Corp. 0.08% Add +12.2% 765,427 $83.1M
Main Management Fund Advisors LLC 9.57% Add +8.4% 739,200 $80.2M
Foundations Investment Advisors, LLC 1.24% Add +3.0% 724,802 $78.7M
KCM Investment Advisors LLC 2.63% Add +6.3% 717,482 $77.9M
Richard Bernstein Advisors LLC 1.90% Add +3.7% 711,030 $77.2M
Manufacturers Life Insurance Company, The 0.07% Add +3.4% 701,979 $76.2M
Cetera Investment Advisers 0.12% Add +35.0% 680,902 $73.9M
Assetmark, Inc. 0.17% Add +45.1% 669,883 $72.7M
Fisher Asset Management 0.03% Reduce -6.2% 636,880 $69.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.88% Reduce -1.3% 634,896 $68.9M
Osaic Holdings, Inc. 0.11% Add +17.7% 600,296 $64.5M
Capital Investment Advisors, LLC 1.09% Add +3686.9% 564,550 $61.8M
RiverFront Investment Group, LLC 1.12% Reduce -0.5% 526,568 $57.1M
Northern Trust Corp. 0.01% Add +3.6% 501,536 $54.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.61% Add +91.1% 458,927 $49.8M
Alps Advisors Inc. 0.29% Reduce -0.5% 458,272 $49.7M
Moss Adams Wealth Advisors LLC 4.34% Add +1.5% 440,017 $47.8M
Rockefeller Capital Management L.P. 0.10% Add +19.2% 435,218 $47.2M
Bank of Montreal 0.02% Add +3.9% 428,320 $46.5M
Caisse de depot et placement du Quebec 0.10% Reduce -3.4% 426,823 $46.3M
Cwm, LLC 0.16% Add +27.9% 416,487 $45.2M
HighTower Advisors, LLC 0.06% Reduce -8.9% 413,842 $44.9M
Kingsview Wealth Management, LLC 0.76% Add +8.3% 411,261 $44.6M
Oppenheimer Asset Management Inc. 0.48% Add +26.1% 383,374 $41.6M
Swan Global Investments, LLC 1.88% Reduce -9.1% 373,200 $40.5M
Focus Partners Wealth 0.09% Add +48.6% 361,855 $39.3M
Signature Estate & Investment Advisors LLC 0.90% New 360,239 $39.1M
Advisory Alpha, LLC 1.20% Reduce -28.1% 355,743 $38.6M
1832 Asset Management L.P. 0.07% Add +3.0% 352,443 $38.3M
Gerber Kawasaki Wealth & Investment Management 1.42% Add +5.6% 338,493 $36.7M
Commonwealth Equity Services, LLC 0.05% Reduce -14.9% 333,168 $36.2M
Janney Capital Management LLC 2.26% Reduce -3.4% 322,485 $35.0M
Advisors Preferred, LLC 5.56% New 312,666 $33.7M
Anfield Capital Management, LLC 11.09% Reduce -1.6% 308,665 $33.5M
Affinity Wealth Management LLC 5.04% New 290,770 $31.6M
Horizon Investments, LLC 0.50% Add +566.4% 288,700 $31.3M
Fifth Third Bancorp 0.10% Add +1.1% 257,549 $28.0M
Trek Financial, LLC 1.87% Add +58.8% 256,992 $27.9M
Lido Advisors, LLC 0.15% Reduce -6.0% 255,798 $27.8M
Cambridge Investment Research Advisors, Inc. 0.08% Add +4.0% 253,733 $27.5M
Theory Financial LLC 10.10% Add +56.1% 247,839 $26.6M
Sanctuary Advisors, LLC 0.16% Add +10.7% 244,260 $26.5M
Park Avenue Securities LLC 0.24% Add +78.6% 242,051 $26.3M
Asset Advisors Investment Management, LLC 2.51% Add +0.7% 233,663 $25.4M
AE Wealth Management LLC 0.19% Add +8.0% 233,514 $25.3M
Stonebridge Financial Group, LLC 2.45% Add +66575.4% 232,697 $25.3M
Bank Hapoalim BM 3.58% Reduce -2.1% 246,399 $25.1M
Jump Financial, LLC 0.32% New 230,601 $25.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.70% Reduce -15.3% 221,100 $24.0M
Full Sail Capital, LLC 1.38% Add +9.8% 220,520 $23.9M
Thrivent Financial for Lutherans 0.05% Add +60.2% 220,422 $23.9M
PNC Financial Services Group, Inc. 0.02% Add +22.4% 215,703 $23.4M
AlphaStar Capital Management, LLC 1.61% Add +5960.7% 210,610 $22.9M
Cullen Capital Management, LLC 0.25% Add +2592.9% 205,981 $22.4M
Spire Wealth Management 0.80% Reduce -20.5% 205,050 $22.2M
Bellwether Advisors, LLC 3.74% Add +2134.4% 201,883 $21.9M
Analyst IMS Investment Management Services Ltd. 0.74% Add +20.0% 200,550 $21.8M
Peapack Gladstone Financial Corp. 0.31% Reduce -0.5% 199,286 $21.6M
TCV Trust & Wealth Management, Inc. 1.87% Reduce -0.3% 197,318 $21.4M
Robertson Stephens Wealth Management, LLC 0.74% Reduce -5.1% 196,832 $21.4M
IMZ Advisory Inc 8.42% Add +2.6% 198,048 $21.0M
Miller Investment Management, LP 2.18% Reduce -1.5% 191,160 $20.7M
Tocqueville Asset Management L.P. 0.32% Reduce -20.8% 190,558 $20.7M
D. Scott Neal, Inc. 10.04% Add +1.2% 185,483 $20.1M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -8.4% 183,421 $19.9M
Trilogy Capital Inc. 0.96% Add +2314.0% 181,894 $19.7M
Private Advisor Group, LLC 0.11% Add +22.6% 181,875 $19.7M
Ayalon Insurance Comp Ltd. 5.69% Add +0.1% 181,676 $19.7M
Ashton Thomas Private Wealth, LLC 0.69% Add +12.8% 181,222 $19.7M
Clarity Financial LLC 2.10% Reduce -5.6% 180,067 $19.5M
NewEdge Advisors, LLC 0.10% Add +12.7% 174,919 $19.0M
WBH Advisory Inc. 1.61% Add +5.7% 174,568 $18.9M
Krilogy Financial LLC 1.08% Add +4.2% 173,085 $18.8M
&partners 0.14% Add +42.2% 171,791 $18.7M
EP Wealth Advisors, LLC 0.12% Add +44.1% 170,761 $18.5M
Mariner, LLC 0.03% Add +5.8% 169,238 $18.4M
FIL Ltd 0.02% Add +55133.4% 168,462 $18.3M
DAVENPORT & Co LLC 0.10% Add +44.1% 168,062 $18.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.92% Add +84.8% 164,249 $17.8M
Cubist Systematic Strategies, LLC 0.19% Add +125.2% 158,799 $17.2M
Captrust Financial Advisors 0.04% Reduce -0.1% 157,546 $17.1M
Graypoint LLC 0.96% Reduce -7.3% 157,501 $17.1M
Horizon Wealth Management, LLC 2.99% Reduce -1.7% 156,830 $17.0M
First Interstate Bank 0.96% Reduce -1.7% 150,019 $16.3M
Petredis Investment Advisors LLC 1.40% Add +2.7% 147,010 $16.0M
Baird Financial Group, Inc. 0.03% Add +8.6% 140,977 $15.3M
Stillwater Capital Advisors, LLC 1.90% Add +0.3% 137,816 $15.0M
Prosperity Consulting Group, LLC 1.08% Reduce -0.6% 136,226 $14.8M
Spinnaker Trust 0.88% Reduce -0.3% 134,897 $14.6M
Diversified Enterprises, LLC 1.09% Reduce -6.2% 134,253 $14.6M
Qube Research & Technologies Ltd 0.02% New 130,716 $14.2M
Pinnacle Associates Ltd. 0.19% Add +0.1% 122,492 $13.3M
New York Life Investment Management LLC 0.12% Add +286.6% 122,057 $13.2M
Two Sigma Investments, LP 0.02% New 120,100 $13.0M
Avantax Advisory Services, Inc. 0.07% Add +466.6% 119,830 $13.0M
Tiaa Trust, National Association 0.03% Add +2108.5% 118,575 $12.9M
Venture Visionary Partners LLC 0.48% Add +3.9% 118,262 $12.8M
Founders Financial Securities LLC 0.97% Add +17.4% 117,668 $12.8M
Innealta Capital, LLC 6.63% Add +95.4% 115,912 $12.6M
Onyx Bridge Wealth Group LLC 1.65% Add +21.2% 115,093 $12.5M
PFG Advisors 0.58% Add +9.7% 114,743 $12.5M
CWA Asset Management Group, LLC 0.51% Reduce -3.2% 111,622 $12.1M
Royal Fund Management, LLC 1.29% Add +12.4% 111,605 $12.1M
Kestra Advisory Services, LLC 0.06% Reduce -16.7% 111,348 $12.1M
HRT Financial LP 0.05% New 111,238 $12.1M
Steward Partners Investment Advisory, LLC 0.09% Reduce -11.9% 110,526 $12.0M
Evolution Wealth Advisors, LLC 1.71% Reduce -0.3% 107,594 $11.7M
Insight Wealth Strategies, LLC 1.45% New 106,578 $11.5M
Vickerman Investment Advisors, Inc. 2.46% Add +1.7% 105,670 $11.5M
CoreCap Advisors, LLC 0.45% Add +19.2% 103,900 $11.3M
RFG Advisory, LLC 0.26% Reduce -31.9% 102,917 $11.2M
Harbor Capital Advisors, Inc. 0.46% Reduce -31.9% 100,672 $10.9M
Comerica Bank 0.04% Add +11.6% 100,639 $10.9M
Atria Investments, Inc 0.13% Add +30.9% 100,459 $10.9M
United Capital Financial Advisors, LLC 0.09% Reduce -1.3% 100,383 $10.9M
Sequoia Financial Advisors, LLC 0.07% Reduce -44.2% 97,879 $10.6M
Equitable Holdings, Inc. 0.09% Add +3.6% 97,550 $10.6M
Concurrent Investment Advisors, LLC 0.21% Add +25.9% 97,421 $10.6M
Estate Counselors, LLC 1.02% Reduce -1.3% 95,467 $10.4M
CMH Wealth Management LLC 2.40% Add +0.2% 94,868 $10.3M
IHT Wealth Management, LLC 0.28% Add +24.9% 94,603 $10.3M
Old National Bancorp 0.18% Reduce -12.8% 93,378 $10.1M
Jones Financial Companies LLLP 0.01% Add +51.7% 93,941 $10.1M
Mutual Advisors, LLC 0.25% Add +124.9% 93,978 $10.1M
Biltmore Wealth Management, LLC 4.08% Reduce -4.5% 92,959 $10.1M
MAI Capital Management 0.07% Add +7.8% 91,648 $9.9M
Dakota Wealth Management 0.21% Reduce -5.3% 91,094 $9.9M
Simon Quick Advisors, LLC 0.50% New 90,983 $9.9M
Winthrop Capital Management, LLC 2.49% Add +1.0% 90,769 $9.9M
US Bancorp \de 0.01% Reduce -2.3% 90,626 $9.8M
Harbour Trust & Investment Management Co 1.09% Reduce -4.0% 90,281 $9.8M
Client First Capital LLC 4.59% Add +1.2% 90,168 $9.8M
Tudor Investment Corporation 0.07% Reduce -71.1% 89,985 $9.8M
Premier Path Wealth Partners, LLC 1.36% Add +0.2% 89,809 $9.7M
Bank of New York Mellon Corp 0.00% Add +181.6% 89,222 $9.7M
Corient Private Wealth LP 0.01% Add +1.3% 89,180 $9.7M
Conservest Capital Advisors, Inc. 0.95% Add +6.5% 89,035 $9.7M
Avestar Capital, LLC 0.69% Add +15.2% 87,121 $9.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -8.1% 87,336 $9.4M
Citigroup Inc. 0.01% Reduce -77.3% 86,373 $9.4M
Martin & Co. Inc. 1.72% Reduce -0.7% 85,932 $9.3M
Integrated Wealth Concepts LLC 0.09% Add +6.8% 85,777 $9.3M
Bar Harbor Wealth Management 0.58% Add +18.7% 83,876 $9.1M
Chicago Wealth Management, Inc. 4.33% Add +2.7% 83,772 $9.1M
Leuthold Group, LLC 1.08% Add +2.1% 83,162 $9.0M
Atlas Capital Advisors Inc. 1.10% Reduce -13.0% 83,006 $9.0M
Schmidt P J Investment Management Inc. 1.51% Add +6.2% 80,515 $8.7M
Oppenheimer & Co. Inc. 0.12% Add +35.6% 80,463 $8.7M
Carnegie Investment Counsel 0.17% Add +6.2% 80,049 $8.7M
Merit Financial Group, LLC 0.10% Reduce -11.4% 79,993 $8.7M
Benjamin Edwards Inc. 0.11% Reduce -5.6% 77,376 $8.4M
Signal Advisors Wealth, LLC 0.64% Add +132.8% 75,751 $8.2M
First Trust Advisors LP 0.01% Add +63.6% 75,557 $8.2M
Long Run Wealth Advisors, LLC 1.72% Reduce -0.7% 75,353 $8.2M
Peak Retirement Planning, Inc. 3.28% Add +26.2% 74,971 $8.1M
Blair William & Co. 0.02% Add +0.2% 74,759 $8.1M
Occidental Asset Management, LLC 1.09% Reduce -5.8% 73,095 $7.9M
Continuum Wealth Advisors, LLC 3.81% Add +0.1% 73,016 $7.9M
Global Retirement Partners, LLC 0.19% — 72,018 $7.8M
Measured Wealth Private Client Group, LLC 2.32% Add +3.0% 71,542 $7.8M
Allspring Global Investments Holdings, LLC 0.01% Add +12.3% 71,072 $7.7M
Brookstone Capital Management 0.10% Add +73.4% 69,692 $7.6M
Waverly Advisors, LLC 0.08% Add +34.5% 69,445 $7.5M
Centaurus Financial, Inc. 0.44% Add +16.9% 68,726 $7.5M
Prestige Wealth Management Group LLC 1.52% Add +2.1% 68,719 $7.5M
Virtue Capital Management, LLC 1.37% Reduce -46.0% 68,393 $7.4M
BlueStem Wealth Partners, LLC 0.90% Add +4.2% 67,667 $7.3M
CX Institutional 0.26% Reduce -2.2% 67,570 $7.3M
Orange Investment Advisors, Inc. 0.80% Reduce -3.8% 67,528 $7.3M
Creative Planning 0.01% Add +21.4% 66,012 $7.2M
Orleans Capital Management Corp. 3.79% Reduce -5.6% 65,874 $7.1M
Coastal Bridge Advisors, LLC 0.59% New 65,468 $7.1M
Guerra Advisors Inc 3.32% Reduce -36.6% 64,803 $7.0M
HSBC Holdings PLC 0.00% Add +2.8% 63,752 $6.9M
Forbes J M & Co. LLP 0.63% No change 63,576 $6.9M
Itau Unibanco Holding S.A. 0.26% Reduce -73.7% 62,798 $6.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +45.5% 62,569 $6.8M
Strategic Financial Concepts, LLC 0.95% New 62,543 $6.8M
Compton Financial Group, LLC 1.74% Add +5.0% 61,763 $6.7M
Sharper & Granite LLC 2.53% Add +8.4% 62,013 $6.7M
Ciovacco Capital Management LLC 3.59% Add +45.6% 60,838 $6.6M
Essex LLC 1.30% Add +0.3% 60,788 $6.6M
Redhawk Wealth Advisors, Inc. 0.83% Reduce -25.3% 60,652 $6.6M
Algorithmic Investment Models, LLC 4.42% New 59,537 $6.5M
BNP Paribas Financial Markets 0.01% Reduce -95.1% 58,858 $6.4M
Foronjy Financial LLC 2.94% — 57,903 $6.3M
Transcend Capital Advisors, LLC 0.49% Add +6.6% 57,786 $6.3M
High Note Wealth, LLC 1.43% Reduce -1.6% 57,605 $6.3M
Roundview Capital LLC 0.41% Add +0.2% 56,991 $6.2M
Pathstone Holdings, LLC 0.02% Reduce -54.4% 56,548 $6.1M
Banco Santander, S.A. 0.06% Add +1.4% 55,984 $6.1M
NorthCoast Asset Management LLC 0.03% Add +235.5% 55,431 $6.0M
Kwmg, LLC 0.56% Add +36.2% 55,285 $6.0M
Jmac Enterprises LLC 1.27% Reduce -1.9% 54,728 $5.9M
WealthCare Investment Partners, LLC 2.13% Reduce -2.6% 54,872 $5.9M
Baker Avenue Asset Management, LP 0.17% Reduce -6.7% 53,953 $5.9M
Generali Investments, Management Co LLC 1.31% Reduce -17.4% 53,354 $5.8M
TTP Investments, Inc. 1.87% New 52,657 $5.7M
Freedom Investment Management, Inc. 0.45% Add +13.0% 52,201 $5.7M
Symmetry Partners, LLC 0.70% Add +4.8% 52,193 $5.7M
New Millennium Group LLC 3.13% Reduce -2.8% 52,137 $5.7M
FMR LLC 0.00% Reduce -4.0% 52,042 $5.6M
Waterloo Capital, L.P. 0.46% Reduce -14.6% 51,984 $5.6M
First Merchants Corp. 0.22% Reduce -2.0% 51,198 $5.6M
Western Wealth Management, LLC 0.32% Add +40.7% 50,277 $5.5M
AlphaCore Capital LLC 0.21% Add +2625.2% 49,980 $5.4M
Colton Groome Financial Advisors, LLC 1.82% Reduce -16.6% 49,438 $5.4M
5th Street Advisors, LLC 2.66% Reduce -2.8% 49,409 $5.4M
Trust Co. of Oklahoma 1.70% Add +4.7% 49,358 $5.4M
Leicht Financial Planning & Wealth Management, Inc. 2.54% Add +4.5% 49,353 $5.4M
Ferguson Wellman Capital Management, Inc. 0.09% Add +1.7% 49,077 $5.3M
Bonfire Financial 4.35% Add +3.5% 48,892 $5.3M
Simplicity Wealth,LLC 0.22% Add +82.1% 48,489 $5.3M
Venturi Wealth Management, LLC 0.26% Add +31.0% 47,938 $5.2M
AdvisorNet Financial, Inc 0.34% Reduce -0.7% 47,904 $5.2M
Virtu Financial LLC 0.26% New 47,636 $5.2M
Monument Capital Management 1.34% Add +0.8% 47,545 $5.2M
Quantinno Capital Management LP 0.02% Add +33.2% 47,532 $5.2M
Innova Wealth Partners 2.99% Reduce -7.7% 46,941 $5.1M
Vaughan David Investments LLC 0.11% Add +8.2% 46,884 $5.1M
Cerity Partners LLC 0.01% Add +76.6% 46,692 $5.1M
Financially Speaking Inc 3.32% Add +165700.0% 46,424 $5.0M
Darwin Wealth Management, LLC 1.73% Reduce -1.8% 46,003 $5.0M
Dai-ichi Life Holdings, Inc. 5.81% Reduce -6.5% 45,900 $5.0M
Gladstone Institutional Advisory LLC 0.20% Add +1.8% 45,620 $5.0M
Great Valley Advisor Group, Inc. 0.11% Add +1.4% 45,118 $4.9M
McCollum Christoferson Group LLC 1.45% Add +2.7% 44,780 $4.9M
Dumont & Blake Investment Advisors LLC 1.26% Add +0.4% 44,433 $4.8M
Keystone Global Partners, LLC 2.60% Add +450.2% 43,975 $4.8M
Stephens Inc. 0.07% Add +11.9% 43,724 $4.7M
Toth Financial Advisory Corp. 0.55% Add +2.8% 43,715 $4.7M
Independent Financial Group, LLC 0.13% Reduce -9.9% 43,692 $4.7M
DRW Securities, LLC 0.33% New 43,494 $4.7M
GAMCO Investors 0.05% New 43,300 $4.7M
Advisory Services Network, LLC 0.08% Reduce -22.5% 43,597 $4.7M
Vestor Capital, LLC 0.35% Add +6652.1% 74,341 $4.6M
Novare Capital Management LLC 0.37% Add +105.3% 42,088 $4.6M
Terra Nova Asset Management LLC 3.16% Reduce -6.1% 41,628 $4.5M
Hilltop Holdings Inc. 0.29% Add +15.7% 41,622 $4.5M
Reyes Financial Architecture, Inc. 3.89% Add +15748.9% 41,524 $4.5M
Cibc World Market Inc. 0.01% Reduce -98.0% 40,982 $4.4M
Natixis Advisors, LLC 0.01% Add +10.7% 40,915 $4.4M
Financial Enhancement Group LLC 0.63% Reduce -65.1% 41,794 $4.4M
Susquehanna International Group, LLP 0.01% Reduce -77.6% 40,538 $4.4M
GeoWealth Management, LLC 0.17% Add +64.7% 40,520 $4.4M
Friedenthal Financial 2.41% Add +3.7% 40,496 $4.4M
Tritonpoint Wealth, LLC 0.41% Reduce -5.7% 40,441 $4.4M
Simmons Bank 0.31% Reduce -4.5% 40,435 $4.4M
Transamerica Financial Advisors, LLC 0.41% Reduce -0.2% 40,330 $4.4M
Citadel Advisors 0.00% Reduce -67.1% 40,119 $4.4M
Sykon Capital LLC 1.58% Reduce -27.7% 39,805 $4.3M
Matrix Trust Co 0.68% Add +7.2% 39,582 $4.3M
SkyView Investment Advisors, LLC 0.60% Add +0.1% 38,960 $4.2M
Cooksen Wealth, LLC 3.35% Add +15.2% 38,377 $4.2M
Prospera Financial Services Inc 0.08% Add +16.8% 38,258 $4.2M
Compass Wealth Management, LLC 2.20% — 37,823 $4.1M
RPg Family Wealth Advisory, LLC 1.06% Add +7.0% 36,657 $4.0M
Harrell Investment Partners, LLC 1.01% Reduce -42.1% 36,615 $4.0M
Lowe Brockenbrough & Co. Inc. 0.22% Reduce -3.1% 36,427 $4.0M
Victory Financial Group, LLC 0.62% Add +0.2% 36,200 $3.9M
Wall Street Financial Group, Inc. 3.52% Reduce -37.3% 35,947 $3.9M
Peterson Wealth Management 2.31% Add +279.4% 35,842 $3.9M
Tower Research Capital LLC (TRC) 0.10% New 35,832 $3.9M
Archford Capital Strategies, LLC 0.50% Reduce -19.0% 35,790 $3.9M
Foguth Wealth Management, LLC. 0.82% Add +185.0% 35,254 $3.8M
TD Waterhouse Canada Inc. 0.03% Add +38.9% 34,866 $3.8M
111 Capital 0.64% Reduce -14.9% 34,543 $3.7M
Nwam LLC 0.22% New 34,872 $3.7M
Principal Securities, Inc. 0.07% Add +5285.0% 34,464 $3.7M
Cavalier Investments, LLC 1.13% Reduce -72.7% 34,375 $3.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.17% Add +2.9% 34,345 $3.7M
Pallas Capital Advisors LLC 0.14% Reduce -29.6% 34,098 $3.7M
Centric Wealth Management 0.88% Add +146.6% 34,304 $3.7M
Strategic Financial Partners, Ltd. 1.71% Add +26.4% 33,969 $3.7M
Chemung Canal Trust Co. 0.76% Reduce -54.6% 33,474 $3.6M
Federation des caisses Desjardins du Quebec 0.02% Reduce -4.3% 33,229 $3.6M
Atria Wealth Solutions, Inc. 0.08% Reduce -31.0% 33,003 $3.6M
Capital Insight Partners, LLC 0.61% Reduce -2.6% 32,599 $3.5M
Elevation Point Wealth Partners, LLC 0.28% Reduce -4.7% 32,534 $3.5M
James Investment Research, Inc. 0.42% Reduce -2.8% 32,450 $3.5M
Geneos Wealth Management Inc. 0.09% Add +3106.7% 32,291 $3.5M
Attessa Capital LLC 2.24% Reduce -31.2% 32,285 $3.5M
West Financial Advisors, LLC 0.61% Reduce -2.2% 32,209 $3.5M
Transatlantique Private Wealth LLC 1.27% Add +6.6% 31,724 $3.4M
Fsa Wealth Partners, Inc. 1.66% Reduce -3.4% 31,616 $3.4M
Kingstone Capital Partners Texas, LLC 2.21% Add +31.5% 31,169 $3.4M
Modern Wealth Management, LLC 0.08% Add +0.1% 31,146 $3.4M
Nelson Capital Management, LLC 0.44% Add +0.8% 31,004 $3.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.58% Add +14.6% 30,823 $3.3M
Canton Hathaway, LLC 0.68% Reduce -1.0% 30,788 $3.3M
Prime Capital Investment Advisors, LLC 0.04% Reduce -20.3% 30,559 $3.3M
Mercer Global Advisors Inc. 0.01% Reduce -22.4% 30,444 $3.3M
Fourth Dimension Wealth, LLC 1.39% Add +7.1% 30,349 $3.3M
Integrated Advisors Network LLC 0.15% Add +33.9% 30,014 $3.3M
Regal Investment Advisors LLC 0.24% Add +50.3% 29,965 $3.3M
Clark Financial Services Group Inc. 2.00% Add +29.7% 29,947 $3.3M
Marion Wealth Management 0.81% Add +0.9% 29,768 $3.2M
SummitTX Capital, L.P. 0.14% Reduce -89.4% 29,110 $3.2M
Zullo Investment Group, Inc. 1.27% Add +1.5% 28,819 $3.1M
GTS Securities LLC 0.14% Add +635.2% 28,446 $3.1M
Syon Capital LLC 0.20% Reduce -5.5% 28,394 $3.1M
Private Wealth Advisors, LLC 1.21% Reduce -2.2% 28,369 $3.1M
Planwiser Financial, LLC 2.61% Add +29.6% 28,538 $3.1M
IFP Advisors, Inc 0.09% Reduce -49.2% 27,651 $3.0M
Chesapeake Wealth Management 1.00% Add +6.9% 27,584 $3.0M
Sigma Planning Corp 0.09% Add +0.8% 27,279 $3.0M
Stratos Wealth Partners, LTD. 0.04% Reduce -1.2% 26,895 $2.9M
Arkadios Wealth Advisors 0.09% Add +10.4% 26,872 $2.9M
AmeriServ Wealth Advisors 1.44% Add +1.0% 26,758 $2.9M
Summit Financial, LLC 0.07% Add +8.8% 26,739 $2.9M
Encompass More Asset Management 0.67% Add +228.7% 26,417 $2.9M
Level Four Advisory Services, LLC 0.11% Reduce -0.2% 26,309 $2.9M
Millennium Management 0.00% Reduce -80.3% 26,275 $2.9M
Apexium Financial, LP 0.15% Add +4.8% 26,148 $2.8M
Cary Street Partners Financial LLC 0.08% Reduce -5.0% 26,033 $2.8M
IFG Advisory, LLC 0.14% Reduce -3.6% 25,920 $2.8M
Nomura Asset Management Co. Ltd. 0.01% New 25,800 $2.8M
Donald L. Hagan, LLC 1.39% Add +93.0% 25,734 $2.8M
Two Sigma Securities, LLC 0.34% New 25,721 $2.8M
Abound Financial, LLC 1.22% Reduce -5.6% 25,539 $2.8M
Smart Portfolios, LLC 2.76% Reduce -4.2% 25,198 $2.7M
3EDGE Asset Management, LP 0.17% Reduce -34.2% 25,265 $2.7M
Salomon & Ludwin, LLC 0.27% Add +16.9% 25,237 $2.7M
Intrua Financial, LLC 0.39% Add +4.4% 25,083 $2.7M
O'shaughnessy Asset Management, LLC 0.02% Add +17.2% 24,933 $2.7M
AAFMAA Wealth Management & Trust LLC 1.12% Add +24.3% 24,898 $2.7M
WESPAC Advisors SoCal, LLC 0.60% Reduce -36.9% 24,812 $2.7M
St. Johns Investment Management Company, LLC 1.23% Add +6.6% 24,581 $2.7M
Joel Isaacson & Co., LLC 0.11% Reduce -0.7% 24,452 $2.7M
Tidal Investments LLC 0.02% Add +156.7% 24,443 $2.7M
Fairvoy Private Wealth, LLC 0.65% Reduce -0.1% 24,270 $2.6M
Fiduciary Group, LLC 0.25% Add +3.1% 24,099 $2.6M
IAM Advisory, LLC 0.63% Reduce -0.4% 24,016 $2.6M
Vontobel Holding Ltd. 0.01% New 23,951 $2.6M
Naples Global Advisors, LLC 0.22% Add +2.9% 23,949 $2.6M
Patten & Patten Inc. 0.17% Reduce -0.8% 23,710 $2.6M
Talon Private Wealth, LLC 0.35% Add +35.5% 23,648 $2.6M
Morton Community Bank 0.63% Add +2.3% 23,490 $2.5M
Magnus Financial Group LLC 0.22% Add +41.4% 23,260 $2.5M
Bramshill Investments, LLC 0.26% Reduce -8.0% 23,000 $2.5M
Beacon Pointe Advisors, LLC 0.03% Add +25.8% 22,947 $2.5M
Global View Capital Management LLC 0.80% New 22,933 $2.5M
Fortis Group Advisors, LLC 0.45% Reduce -40.7% 23,084 $2.5M
Butensky & Cohen Financial Security, Inc. 0.74% Add +2.3% 22,832 $2.5M
Trust Co 0.28% Reduce -27.5% 22,773 $2.5M
Holderness Investments Co. 0.53% Add +0.3% 22,759 $2.5M
Evercore Wealth Management, LLC 0.04% Reduce -0.5% 22,741 $2.5M
Keel Point, LLC 0.16% Add +255.7% 22,565 $2.4M
One Charles Private Wealth Services, LLC 0.69% Reduce -3.9% 22,522 $2.4M
Herbst Group, LLC 1.46% Add +0.6% 22,467 $2.4M
Perennial Investment Advisors, LLC 0.24% Add +29.2% 22,430 $2.4M
Ethos Financial Group, LLC 0.21% New 22,349 $2.4M
Laurel Wealth Advisors LLC 0.36% Add +26.4% 22,136 $2.4M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -21.8% 22,106 $2.4M
CreativeOne Wealth, LLC 0.06% Reduce -25.4% 21,659 $2.4M
Stockman Wealth Management, Inc. 0.32% Add +1.5% 21,512 $2.3M
Rovin Capital /Ut/ 0.70% Add +0.6% 21,443 $2.3M
Northstar Advisory Group, LLC 1.13% Add +140.2% 21,334 $2.3M
Clarus Wealth Advisors 1.07% Reduce -18.7% 21,631 $2.3M
First International Bank of Israel Ltd. 1.35% — 21,098 $2.3M
Brueske Advisory Services, LLC 1.54% Add +39.4% 20,862 $2.3M
Colony Family Offices, LLC 0.58% No change 20,727 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +18.7% 20,669 $2.2M
AdvisorShares Investments LLC 0.40% Reduce -6.2% 20,468 $2.2M
Bank of Marin 1.66% New 20,230 $2.2M
Point Windward Advisors Inc. 0.99% Reduce -6.7% 20,056 $2.2M
D.B. Root & Company, LLC 0.64% Reduce -9.1% 19,914 $2.2M
CFC Planning Co LLC 2.09% Add +13.7% 19,901 $2.2M
Hudson Value Partners, LLC 0.74% Add +63.5% 19,847 $2.2M
Redwood Financial Network Corp 1.45% Reduce -0.2% 19,814 $2.2M
Creative Financial Designs Inc. 0.15% Reduce -0.9% 19,742 $2.1M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +0.6% 19,714 $2.1M
DDD Partners, LLC 0.23% Add +1.9% 19,608 $2.1M
United Asset Strategies, Inc. 0.18% Reduce -5.1% 19,558 $2.1M
Guardian Asset Advisors, LLC 1.21% Add +4.7% 19,430 $2.1M
Capital Investment Counsel, LLC 0.32% Reduce -2.0% 19,285 $2.1M
Park Edge Advisors, LLC 0.53% Add +24.1% 19,203 $2.1M
EPG Wealth Management LLC 0.63% Reduce -1.7% 19,192 $2.1M
Bragg Financial Advisors, Inc 0.07% Reduce -1.3% 19,187 $2.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -5.6% 19,171 $2.1M
Snowden Capital Advisors LLC 0.06% Reduce -3.7% 19,162 $2.1M
Patten Group, Inc. 0.44% Reduce -6.1% 19,107 $2.1M
Kestra Private Wealth Services, LLC 0.03% Reduce -15.2% 19,105 $2.1M
HBW Advisory Services LLC 0.26% Add +20.2% 19,055 $2.1M
German American Bancorp, Inc. 0.20% Reduce -0.6% 19,009 $2.1M
PCG Asset Management, LLC 1.77% Reduce -4.0% 18,926 $2.1M
Vise Technologies, Inc. 0.08% — 18,434 $2.0M
MontVue Capital Management, Inc. 1.41% Reduce -4.9% 18,285 $2.0M
Country Trust Bank 0.04% Reduce -0.7% 18,228 $2.0M
AQR Capital Management 0.00% Add +165.5% 18,198 $2.0M
Cypress Capital Group 0.25% New 18,195 $2.0M
Boltwood Capital Management 0.56% Add +1.4% 18,030 $2.0M
Cornerstone National Bank & Trust Co 0.84% Reduce -2.6% 17,959 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +33.4% 17,792 $1.9M
M&T Bank Corp 0.01% Reduce -11.6% 17,683 $1.9M
SteelPeak Wealth, LLC 0.07% Reduce -75.9% 17,676 $1.9M
Sowell Financial Services LLC 0.08% Add +1.7% 17,652 $1.9M
Okabena Investment Services Inc. 0.42% Add +2.3% 17,612 $1.9M
Retireful, LLC 1.31% New 17,520 $1.9M
Scotia Capital Inc. 0.01% Reduce -1.2% 17,490 $1.9M
Flagship Harbor Advisors, LLC 0.09% Add +2.5% 17,476 $1.9M
Natixis 0.01% New 17,400 $1.9M
Stapp Wealth Management, PLLC 2.71% New 17,357 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.26% Reduce -1.0% 17,309 $1.9M
Florida Financial Advisors, LLC 0.45% Add +56.5% 17,183 $1.9M
Bfsg, LLC 0.21% Add +38.9% 17,164 $1.9M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -1.3% 16,957 $1.8M
Roberts Wealth Advisors, LLC 0.53% Reduce -3.9% 16,864 $1.8M
Keybank National Association 0.01% Add +23.8% 16,779 $1.8M
Mendel Capital Management LLC 1.04% Add +0.4% 16,731 $1.8M
Cullen/Frost Bankers, Inc. 0.02% Add +132.4% 16,650 $1.8M
Schorn Wealth LLC 0.60% Reduce -3.9% 16,576 $1.8M
Straightline Group LLC 1.12% Add +3.9% 16,536 $1.8M
Signet Financial Management, LLC 0.22% Add +3.4% 16,478 $1.8M
Choreo, LLC 0.02% Add +245.5% 16,437 $1.8M
Fulcrum Equity Management 1.82% Reduce -49.8% 16,357 $1.8M
Sigma Investment Counselors Inc. 0.10% Add +0.6% 16,344 $1.8M
Contravisory Investment Management, Inc. 0.35% Add +16.6% 16,166 $1.8M
Brown Advisory Inc. 0.00% Reduce -1.9% 16,024 $1.7M
Turtle Creek Wealth Advisors, LLC 0.20% New 15,990 $1.7M
J.W. Cole Advisors, Inc. 0.04% Add +340.3% 15,842 $1.7M
Quartz Partners, LLC 0.78% Add +23.0% 15,775 $1.7M
Engineers Gate Manager LP 0.02% New 15,756 $1.7M
Haverford Trust Co 0.02% Add +0.3% 15,665 $1.7M
Quantitative Investment Management, LLC 0.23% Reduce -75.6% 15,657 $1.7M
Advisor OS, LLC 0.17% Reduce -11.9% 15,491 $1.7M
Mirador Capital Partners LP 0.27% Reduce -0.9% 15,397 $1.7M
Kraft, Davis & Associates, LLC 0.46% Add +434.7% 15,564 $1.7M
Fort Point Capital Partners LLC 0.17% Add +6.0% 15,278 $1.7M
CWC Advisors, LLC. 0.85% Add +2.8% 15,229 $1.7M
Invst, LLC 0.20% Add +201.7% 15,155 $1.6M
Private Trust Co. NA 0.16% Add +6.6% 15,118 $1.6M
Horizon Financial Services, LLC 0.87% Reduce -30.2% 15,105 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -43.4% 15,025 $1.6M
RiverGlades Family Offices LLC 1.07% Reduce -0.1% 14,984 $1.6M
Whittier Trust Co. 0.02% No change 14,933 $1.6M
AMG National Trust Bank 0.04% Reduce -7.9% 14,839 $1.6M
World Investment Advisors 0.04% Add +24.2% 14,669 $1.6M
Avior Wealth Management, LLC 0.05% Add +0.0% 14,343 $1.6M
Dearborn Partners LLC 0.07% Add +1.3% 14,339 $1.6M
Realta Investment Advisors 0.61% Reduce -20.6% 14,332 $1.6M
Maven Securities LTD 0.40% Reduce -31.7% 14,327 $1.6M
Plimoth Trust Co. LLC 0.37% Reduce -0.1% 14,298 $1.6M
Per Stirling Capital Management, LLC. 0.20% Reduce -50.6% 14,271 $1.5M
10Elms LLP 1.70% Add +10.8% 14,161 $1.5M
Ashton Thomas Securities, LLC 0.37% Add +42.4% 14,127 $1.5M
Williams Jones Wealth Management, LLC. 0.02% No change 14,075 $1.5M
Good Life Advisors, LLC 0.10% Add +21.9% 14,015 $1.5M
Soltis Investment Advisors LLC 0.12% Reduce -57.0% 13,944 $1.5M
Stratos Wealth Advisors, LLC 0.08% Add +4.7% 13,860 $1.5M
Ingalls & Snyder LLC 0.05% Add +5.8% 13,854 $1.5M
Associated Banc-Corp 0.04% Reduce -25.2% 13,784 $1.5M
Bessemer Group Inc. 0.00% Add +4884.1% 13,756 $1.5M
Providence First Trust Co 0.53% Add +1.4% 13,742 $1.5M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -6.0% 13,727 $1.5M
Nations Financial Group Inc, /Ia/ 0.10% Add +0.1% 13,671 $1.5M
Advisory Resource Group 0.28% Reduce -21.5% 13,608 $1.5M
Pine Valley Investments Ltd Liability Co 0.09% Add +1.6% 13,576 $1.5M
Everstar Asset Management, LLC 0.90% Reduce -3.0% 13,575 $1.5M
SCS Capital Management LLC 0.02% Reduce -23.2% 13,447 $1.5M
Diversify Advisory Services, LLC 0.06% Reduce -7.7% 13,123 $1.4M
Axxcess Wealth Management, LLC 0.03% Add +515.9% 13,094 $1.4M
KKM Financial LLC 0.49% Add +36.7% 13,109 $1.4M
Composition Wealth, LLC 0.02% Reduce -10.9% 13,043 $1.4M
Wealthcare Advisory Partners LLC 0.03% Reduce -17.2% 13,019 $1.4M
Focus Financial Network, Inc. 0.06% Add +1.2% 12,892 $1.4M
Global Financial Private Client, LLC 0.52% Add +12.2% 12,868 $1.4M
ARS Investment Partners, LLC 0.10% Add +19.8% 12,782 $1.4M
Bailard, Inc. 0.03% Add +4.9% 12,739 $1.4M
Oak Family Advisors, LLC 0.49% Reduce -13.7% 12,547 $1.4M
Proficio Capital Partners LLC 0.08% New 940,952 $1.3M
Farther Finance Advisors, LLC 0.03% Reduce -32.7% 12,325 $1.3M
Howard Capital Management, LLC 0.02% Reduce -6.3% 12,239 $1.3M
Proffitt & Goodson Inc. 0.20% Add +8.0% 12,170 $1.3M
Flagstar Securities, Inc. 0.37% Reduce -0.8% 12,157 $1.3M
Leslie Global Wealth, LLC 0.70% Add +1.2% 12,143 $1.3M
Investment Management Corp. /Va/ 1.19% Add +2.0% 12,098 $1.3M
Appleton Partners Inc. 0.09% Add +0.7% 12,066 $1.3M
A. D. Beadell Investment Counsel, Inc. 1.00% Reduce -7.7% 12,025 $1.3M
Cladis Investment Advisory, LLC 0.81% No change 11,875 $1.3M
Glenmede Investment Management, LP 0.01% — 11,798 $1.3M
Gallagher Fiduciary Advisors, LLC 0.05% Reduce -1.6% 11,796 $1.3M
Capitol Family Office, Inc. 1.66% Add +0.5% 11,709 $1.3M
Retirement Planning Group, LLC 0.05% Add +70.8% 11,692 $1.3M
Wealthgarden F.S. LLC 1.05% Add +47.6% 11,800 $1.3M
Brookwood Investment Group LLC 0.20% Add +15.7% 11,576 $1.3M
Advisor Resource Council 0.62% Reduce -84.7% 11,563 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Reduce -1.5% 11,489 $1.2M
Arete Wealth Advisors, LLC 0.09% Reduce -2.2% 11,465 $1.2M
Farmers National Bank 0.33% Reduce -2.1% 11,435 $1.2M
Csenge Advisory Group 0.06% Reduce -5.8% 12,131 $1.2M
Manchester Financial Inc. 0.25% Add +86.0% 11,199 $1.2M
Phillips Wealth Planners LLC 1.10% Add +3.3% 11,369 $1.2M
SVB Wealth LLC 0.07% Reduce -1.7% 11,171 $1.2M
Loudon Investment Management, LLC 0.67% Add +29.1% 11,116 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -0.1% 11,016 $1.2M
Black Maple Capital Management LP 0.82% No change 10,970 $1.2M
SIH Partners, LLLP 0.11% Reduce -13.7% 10,668 $1.2M
Dynamic Advisor Solutions LLC 0.04% Reduce -20.1% 10,518 $1.1M
LVZ, Inc. 0.14% New 10,500 $1.1M
Pettyjohn, Wood & White, Inc. 0.20% Add +12.2% 10,456 $1.1M
Harbour Investments, Inc. 0.03% Reduce -21.2% 10,411 $1.1M
Wedbush Securities Inc. 0.04% Add +11.7% 10,323 $1.1M
Balyasny Asset Management L.P. 0.00% Add +207.0% 10,235 $1.1M
Schnieders Capital Management LLC 0.20% New 10,183 $1.1M
Glenview Trust Co 0.02% Reduce -21.0% 10,085 $1.1M
Magnolia Capital Management Ltd. 0.87% No change 10,044 $1.1M
UNIVEST FINANCIAL Corp 0.07% Add +0.0% 10,007 $1.1M
First National Bank of Hutchinson 0.67% No change 9,991 $1.1M
Kane Investment Management, Inc. 0.57% Add +22.8% 9,972 $1.1M
Institute for Wealth Management, LLC. 0.12% Add +13.3% 9,942 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -1.0% 9,911 $1.1M
Ridgepath Capital Management LLC 0.48% Reduce -1.5% 9,719 $1.1M
Range Financial Group LLC 0.41% New 9,702 $1.1M
Jacobi Capital Management LLC 0.07% Add +5.6% 9,690 $1.1M
Koshinski Asset Management, Inc. 0.08% Add +25.2% 9,660 $1.0M
Calton & Associates, Inc. 0.18% Add +5.9% 9,617 $1.0M
Childress Capital Advisors, LLC 0.26% Add +23.0% 9,529 $1.0M
Beaumont Financial Advisors, LLC 0.07% Reduce -65.4% 9,519 $1.0M
Fifth Third Wealth Advisors LLC 0.04% Add +6.7% 9,351 $1.0M
Rothschild Wealth LLC 0.24% Reduce -1.6% 9,119 $990K
Wedmont Private Capital 0.04% Reduce -7.1% 9,203 $985K
QRG Capital Management, Inc. 0.01% Add +8.6% 9,051 $982K
Personal Cfo Solutions, LLC 0.18% New 9,016 $979K
Advyzon Investment Management, LLC 0.22% Add +14.4% 8,995 $976K
Hilton Capital Management, LLC 0.08% Reduce -4.8% 8,951 $971K
Financial Engines Advisors L.L.C. 0.00% Add +38.1% 8,936 $970K
Richardson Financial Services Inc. 0.65% Reduce -6.8% 8,915 $961K
Mma Asset Management LLC 0.37% Reduce -2.7% 8,793 $954K
SP Asset Management LLC 0.08% Add +0.2% 8,768 $952K
Commerce Bank 0.01% Add +29.7% 8,755 $950K
Whalerock Point Partners, LLC 0.21% No change 8,707 $945K
Agate Pass Investment Management, LLC 0.39% Reduce -34.9% 8,642 $938K
Wilmington Savings Fund Society, FSB 0.02% Add +1.4% 8,500 $923K
Pines Wealth Management, LLC 0.33% Add +3.3% 8,511 $920K
Moors & Cabot, Inc. 0.04% Reduce -2.8% 8,436 $916K
Argent Trust Co 0.03% Reduce -2.5% 8,338 $905K
First Citizens Financial Corp 0.50% Add +59.5% 8,335 $905K
Bulltick Wealth Management, LLC 0.22% Add +5.5% 8,331 $904K
Atlas Legacy Advisors, LLC 0.20% Add +139.8% 8,294 $900K
Savant Capital, LLC 0.01% Reduce -1.7% 8,253 $896K
Golden State Wealth Management, LLC 0.11% Reduce -7.1% 8,165 $886K
HB Wealth Management, LLC 0.01% Reduce -17.4% 8,159 $885K
Dynamic Wealth Strategies, LLC 0.64% Add +19.3% 8,147 $884K
First Horizon Advisors, Inc. 0.02% Reduce -3.7% 8,133 $883K
NewEdge Wealth, LLC 0.01% Add +11.4% 8,186 $878K
Ascent Group, LLC 0.03% Add +32.6% 8,070 $876K
Ally Invest Advisors Inc. 0.07% Add +3.2% 8,047 $873K
Bryn Mawr Trust Advisors, LLC 0.05% Add +4.1% 8,029 $871K
Global Endowment Management, LP 0.12% Reduce -20.0% 8,000 $868K
Capstone Wealth Management Group LLC 0.63% No change 7,956 $863K
Legacy Private Trust Co. 0.06% Add +271.6% 7,955 $863K
Balefire, LLC 0.19% New 7,935 $861K
Neuberger Berman Group LLC 0.00% Add +0.6% 7,899 $857K
Howard Capital Management Group, LLC 0.06% Reduce -2.5% 7,865 $854K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -27.6% 7,824 $849K
Columbus Macro, LLC 0.10% Add +10.3% 7,817 $848K
Wellington Management Group LLP 0.00% New 7,815 $848K
Peoples Financial Services Corp. 0.42% Reduce -43.2% 7,783 $845K
CENTRAL TRUST Co 0.02% Add +0.8% 7,772 $843K
Wealthfront Advisers LLC 0.00% Reduce -5.0% 7,741 $840K
Meridian Investment Counsel Inc. 0.23% Reduce -3.7% 7,735 $839K
Pure Financial Advisors, LLC 0.01% Add +5.3% 7,687 $834K
Founders Grove Wealth Partners, LLC 0.21% Reduce -5.4% 7,656 $831K
Ifrah Financial Services, Inc. 0.23% Reduce -1.2% 7,652 $830K
Hopwood Financial Services, Inc. 0.65% Reduce -2.4% 7,615 $826K
Silver Oak Securities, Incorporated 0.07% Reduce -1.4% 7,613 $826K
Gateway Wealth Partners, LLC 0.15% Reduce -6.3% 7,478 $812K
Brass Tax Wealth Management, Inc. 0.16% Add +12.1% 7,455 $809K
Strategy Asset Managers LLC 0.15% Add +3.2% 7,415 $805K
Valeo Financial Advisors, LLC 0.02% No change 7,367 $800K
Luminist Capital LLC 0.79% Reduce -38.1% 7,401 $798K
Sequent Planning LLC 0.25% Add +55.5% 7,345 $797K
MKT Advisors LLC 0.31% Add +3.0% 7,380 $795K
Silverlake Wealth Management LLC 0.23% Add +133.9% 7,306 $793K
Moulton Wealth Management, Inc. 0.60% Reduce -66.5% 7,332 $792K
Adirondack Trust Co. 0.29% Reduce -0.4% 7,243 $786K
Access Financial Services, Inc. 0.30% Add +3.5% 7,232 $785K
Quantbot Technologies LP 0.02% Reduce -70.6% 7,223 $784K
Q3 Asset Management 0.27% New 7,150 $776K
Iams Wealth Management, LLC 0.36% Add +0.9% 7,134 $774K
First Business Financial Services, Inc. 0.07% No change 7,057 $766K
Perigon Wealth Management, LLC 0.02% No change 7,017 $762K
Correct Capital Wealth Management 0.15% Reduce -23.2% 7,017 $762K
Tompkins Financial Corp. 0.07% No change 7,000 $760K
Apollon Wealth Management, LLC 0.01% Add +5.8% 6,929 $752K
Ieq Capital, LLC 0.00% Reduce -19.2% 6,903 $749K
Lunt Capital Management, Inc. 0.29% Add +0.9% 6,899 $749K
Legacy Capital Group California, Inc. 0.20% Reduce -3.6% 6,813 $739K
PFG Investments, LLC 0.04% Reduce -4.5% 6,795 $737K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 6,741 $732K
Rockingstone Advisors LLC 0.38% Reduce -12.5% 6,705 $728K
Madison Wealth Partners, Inc 0.16% Add +0.8% 6,696 $727K
Busey Bank 0.02% Add +1.7% 6,695 $727K
jvl associates llc 0.26% No change 6,625 $719K
Elm Partners Management LLC 0.04% Reduce -8.0% 6,607 $717K
Mystic Asset Management, Inc. 0.17% Add +0.8% 6,600 $716K
Whittier Trust Co. of Nevada Inc. 0.02% No change 6,588 $715K
Monetary Management Group Inc. 0.17% Add +3.1% 6,550 $711K
Regions Financial Corp. 0.00% Add +3.5% 6,488 $704K
D.A. Davidson & Co. 0.00% Reduce -29.9% 6,471 $702K
GWN Securities Inc. 0.13% New 6,434 $700K
Rational Advisors, Inc. 0.07% Reduce -8.1% 6,441 $699K
Belpointe Asset Management LLC 0.03% Reduce -71.4% 6,376 $692K
MMBG Investment Advisors Co. 0.07% No change 6,320 $686K
Garden State Investment Advisory Services LLC 0.18% Add +37.1% 6,290 $683K
Kaizen Financial Strategies 0.35% Add +0.0% 6,267 $680K
WINTON GROUP Ltd 0.03% Reduce -10.1% 6,259 $679K
Mgo One Seven LLC 0.02% Add +19.1% 6,248 $678K
Blue Chip Partners, LLC 0.06% Add +21.5% 6,229 $676K
Barnes Wealth Management Group, Inc 0.40% Add +6.2% 6,222 $675K
Trexquant Investment LP 0.01% Reduce -12.6% 6,184 $671K
Investor's Fiduciary Advisor Network, LLC 0.25% Add +15.3% 6,177 $670K
Deutsche Bank AG 0.00% Reduce -35.7% 6,169 $670K
Leavell Investment Management, Inc. 0.03% Add +4.7% 6,104 $662K
Burford Brothers, Inc. 0.30% Reduce -13.3% 6,093 $661K
Greystone Financial Group, LLC 0.11% Add +0.3% 6,050 $657K
Larson Financial Group LLC 0.03% Add +13.6% 6,046 $656K
International Assets Investment Management, LLC 0.05% Reduce -10.4% 6,014 $653K
Global Trust Asset Management, LLC 0.35% Add +38.5% 5,975 $648K
Penobscot Wealth Management 0.23% Add +21.1% 5,910 $641K
First United Bank & Trust 0.22% Reduce -7.3% 5,885 $639K
Washington Growth Strategies LLC 0.48% — 5,837 $633K
Moneta Group Investment Advisors LLC 0.01% Add +42.2% 5,823 $632K
Strategic Blueprint, LLC 0.03% Add +119.1% 5,823 $632K
Visionary Wealth Advisors 0.03% Reduce -3.8% 5,805 $630K
Flputnam Investment Management Co. 0.01% Reduce -49.2% 5,794 $629K
Inspire Advisors, LLC 0.06% Add +18.5% 5,751 $624K
Caldwell Trust Co 0.06% Reduce -0.8% 5,728 $622K
Ausdal Financial Partners, Inc. 0.04% Add +12.2% 5,707 $619K
Fulton Bank, N.A. 0.02% Reduce -4.5% 5,688 $617K
Brown Brothers Harriman & Co. 0.00% Reduce -0.4% 5,667 $615K
Hardy Reed LLC 0.05% No change 5,659 $614K
Kessler Investment Group, LLC 0.25% Add +0.5% 5,630 $611K
Compound Planning, Inc. 0.02% Reduce -11.8% 5,614 $609K
Renaissance Technologies 0.00% New 5,600 $608K
Peak Financial Advisors LLC 0.31% Add +0.1% 5,570 $605K
Beacon Financial Advisory LLC 0.16% Reduce -0.0% 5,554 $603K
Grassi Investment Management 0.05% Add +3.6% 5,551 $602K
Stock Yards Bank & Trust Co. 0.02% Add +17.8% 5,518 $599K
Manchester Capital Management LLC 0.08% No change 5,485 $595K
Constitution Capital LLC 0.30% Add +6.7% 5,464 $593K
Ironwood Investment Counsel, LLC 0.09% Add +0.4% 5,451 $592K
Fragasso Financial Advisors Inc 0.04% Add +9.8% 5,399 $586K
Coppell Advisory Solutions LLC 0.07% Add +0.0% 5,396 $581K
NBT Bank, N.A. 0.04% Add +1.5% 5,329 $578K
Penobscot Investment Management Company, Inc. 0.05% Add +4.3% 5,321 $577K
Blue Fin Capital, Inc. 0.10% Add +11.9% 5,245 $569K
Montag A & Associates Inc. 0.03% Add +13.9% 5,226 $567K
Choate Investment Advisors 0.01% No change 5,177 $562K
Xcel Wealth Management, LLC 0.16% No change 5,163 $560K
Elevated Capital Advisors, LLC 0.16% No change 5,739 $554K
Gryphon Financial Partners LLC 0.07% Add +3.4% 5,078 $551K
Elevatus Welath Management 0.18% Add +0.0% 5,071 $550K
Stonebrook Private Inc. 0.13% Add +49.3% 5,033 $546K
Compagnie Lombard Odier SCmA 0.01% New 5,015 $544K
Midwest Trust Co 0.01% — 5,015 $544K
Alpine Woods Capital Investors, LLC 0.13% No change 5,000 $543K
Sather Financial Group Inc 0.03% No change 5,000 $543K
Thompson Davis & Co., Inc. 0.37% Reduce -3.4% 4,977 $540K
Waldron Private Wealth LLC 0.02% Add +0.4% 4,977 $540K
Westbourne Investments, Inc. 0.28% No change 4,915 $533K
Brighton Jones LLC 0.01% Add +25.6% 4,887 $530K
Russell Investments Group, Ltd. 0.00% Add +54.3% 4,868 $528K
Sherman Asset Management, Inc. 0.47% No change 4,844 $526K
Sound View Wealth Advisors Group, LLC 0.04% Add +4.2% 4,829 $524K
Destiny Wealth Partners, LLC 0.07% No change 4,815 $523K
Clarius Group, LLC 0.03% No change 4,772 $518K
Nixon Peabody Trust Co. 0.04% No change 4,750 $516K
Stratos Investment Management, LLC 0.02% Add +11.9% 4,674 $507K
Astra Wealth Partners LLC 0.41% Add +19.5% 4,672 $507K
Arrow Financial Corp 0.05% No change 4,666 $506K
Financial Advisors Network, Inc. 0.08% Add +3.9% 4,653 $505K
Crews Bank & Trust 0.08% No change 4,640 $504K
Citizens Financial Group Inc. 0.01% Add +2.6% 4,627 $502K
Transce3nd, LLC 0.21% Reduce -13.6% 4,633 $502K
WT Wealth Management 0.15% Reduce -31.3% 4,596 $499K
AMJ Financial Wealth Management 0.13% Reduce -1.1% 4,589 $498K
Blue Trust, Inc. 0.01% Add +100.3% 4,565 $495K
Trust Point Inc. 0.05% Reduce -1.8% 4,524 $491K
Secure Asset Management, LLC 0.09% Add +0.2% 4,521 $491K
Garrett Wealth Advisory Group, LLC 0.10% Add +10.3% 4,514 $490K
Swmg, LLC 0.16% Add +7.5% 4,573 $489K
BLB&B Advisors, LLC 0.02% Reduce -85.9% 4,501 $488K
Activest Wealth Management 0.12% Add +390.3% 4,501 $488K
Fortis Capital Management LLC 0.08% Reduce -37.4% 4,479 $486K
Enterprise Bank & Trust Co 0.18% No change 4,440 $482K
Second Half Financial Partners, LLC 0.23% Reduce -22.8% 4,438 $482K
Richard W. Paul & Associates, LLC 0.17% Reduce -10.1% 4,415 $479K
Camelot Technology Advisors, Inc. 0.41% Add +0.1% 4,397 $477K
Jefferies Financial Group Inc. 0.01% Add +6.8% 4,388 $476K
Managed Asset Portfolios, LLC 0.06% Reduce -8.7% 4,372 $474K
Evoke Wealth, LLC 0.01% No change 4,346 $472K
One Day In July LLC 0.04% No change 4,341 $471K
MRWM Advisors, LLC 0.29% Add +4.3% 4,335 $470K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -27.7% 4,322 $469K
Joseph P. Lucia & Associates, LLC 0.19% Add +32.5% 4,320 $469K
Integrity Alliance, Llc. 0.03% Reduce -36.2% 4,280 $465K
Fourpath Capital Management, LLC 0.07% Add +10.8% 4,269 $463K
Gsa Capital Partners LLP 0.03% New 4,263 $463K
Lebenthal Global Advisors, LLC 0.09% Add +30.8% 4,245 $461K
Mission Wealth Management, LP 0.01% No change 4,208 $457K
Tyler-Stone Wealth Management 0.07% Reduce -0.3% 4,194 $455K
First Citizens Bank & Trust Co. 0.01% Add +16.1% 4,188 $455K
Circle Wealth Management, LLC 0.01% New 4,183 $454K
Centennial Wealth Advisory LLC 0.14% Add +2.5% 4,136 $449K
Journey Strategic Wealth LLC 0.01% Add +10.8% 4,110 $446K
Verus Capital Partners, LLC 0.04% Add +0.3% 4,085 $443K
Americana Partners, LLC 0.02% Reduce -20.3% 4,071 $442K
United Advisor Group, LLC 0.08% Add +26.2% 4,056 $440K
Charter Oak Capital Management, LLC 0.04% No change 4,017 $436K
Wesbanco Bank Inc. 0.01% Reduce -0.1% 4,007 $435K
Hourglass Capital, LLC 0.11% No change 4,000 $434K
Prudential PLC 0.00% Reduce -97.1% 4,000 $434K
Talisman Wealth Advisors LLC 0.40% Add +1.9% 3,989 $433K
Welch Group, LLC 0.02% Add +0.1% 3,982 $432K
Amplius Wealth Advisors, LLC 0.04% No change 3,976 $432K
Eastern Bank 0.01% Reduce -21.9% 3,974 $431K
OneAscent Financial Services LLC 0.03% Add +20.8% 3,968 $428K
Safe Harbor Fiduciary, LLC 0.40% Reduce -3.5% 3,907 $424K
Chilton Capital Management LLC 0.02% Reduce -7.5% 3,883 $421K
Harvey Capital Management Inc. 0.10% No change 3,905 $421K
Ehrlich Financial Group 0.27% Reduce -0.6% 3,813 $414K
Seven Springs Wealth Group, LLC 0.10% No change 3,813 $414K
Councilmark Asset Management, LLC 0.26% No change 3,800 $412K
Rothschild Capital Partners, LLC 0.11% No change 3,770 $409K
FineMark National Bank & Trust 0.01% Add +69.0% 3,753 $407K
Insigneo Advisory Services, LLC 0.03% Reduce -0.3% 3,738 $406K
MWA Asset Management 0.25% Add +1.4% 3,715 $403K
SOL Capital Management CO 0.04% Reduce -0.7% 3,710 $403K
Axim Planning & Wealth 0.36% New 3,668 $398K
Alpine Global Management, LLC 0.10% Reduce -92.3% 3,656 $397K
True Vision MN LLC 0.22% Reduce -3.0% 3,644 $395K
RDA Financial Network 0.11% New 3,640 $395K
Sagespring Wealth Partners, LLC 0.01% Reduce -14.6% 3,623 $393K
Concentric Capital Strategies, LP 0.02% New 3,604 $391K
St Germain D J Co. Inc. 0.02% Reduce -4.4% 3,534 $384K
Total Wealth Planning & Management, Inc. 0.33% Add +35.4% 3,524 $382K
KWB Wealth 0.05% Reduce -39.7% 3,960 $382K
Wealthedge Investment Advisors, LLC 0.16% Reduce -29.6% 3,510 $381K
First Wilshire Securities Management Inc. 0.10% No change 3,500 $380K
Prostatis Group LLC 0.11% Reduce -7.5% 3,491 $379K
Richmond Investment Services, LLC 0.08% New 3,486 $378K
Coyle Financial Counsel LLC 0.10% New 3,413 $370K
Rockland Trust Co. 0.02% Reduce -2.2% 3,411 $370K
Viawealth, LLC 0.22% No change 3,409 $370K
Bokf, NA 0.01% Reduce -5.1% 3,400 $369K
Iyo Bank, Ltd. 0.15% Reduce -91.7% 3,398 $369K
KDK Private Wealth Management, LLC 0.39% Reduce -1.7% 3,360 $365K
Aptus Capital Advisors, LLC 0.00% Reduce -98.0% 3,346 $363K
Arlington Financial Advisors, LLC 0.06% Reduce -6.6% 3,318 $360K
McAdam, LLC 0.02% Reduce -2.6% 3,316 $360K
Stenger Family Office, LLC 0.09% — 3,371 $359K
Disciplined Investors, L.L.C. 0.28% No change 3,295 $358K
Smith Anglin Financial, LLC 0.03% Reduce -47.6% 3,268 $355K
Provident Co of the Employees of the Hebrew University LTD 0.35% No change 3,254 $353K
ABLE Financial Group, LLC 0.09% Add +14.5% 3,254 $353K
SkyOak Wealth, LLC 0.07% No change 3,248 $353K
CIBC Private Wealth Group LLC 0.00% Add +89.1% 3,218 $349K
RMR Wealth Builders 0.03% Reduce -3.4% 3,197 $347K
Sage Capital Advisors,llc 0.09% Reduce -8.8% 3,191 $346K
Abbot Financial Management, Inc. 0.16% Add +3.3% 3,175 $345K
Ritholtz Wealth Management 0.01% New 3,151 $342K
Midwest Financial Group LLC 0.18% Add +0.1% 3,138 $341K
Ring Mountain Capital, LLC 0.21% Reduce -0.5% 3,203 $340K
Claro Advisors Inc. 0.06% Reduce -41.5% 3,131 $340K
Intrepid Financial Planning Group LLC 0.14% New 3,121 $339K
Nadler Financial Group, Inc. 0.03% No change 3,115 $338K
Purkiss Capital Advisors LLC 0.19% Add +5.3% 3,109 $337K
LPWM LLC 0.10% No change 3,074 $334K
Spartan Planning & Wealth Management 0.28% Reduce -2.3% 3,038 $330K
Tranquilli Financial Advisor LLC 0.20% New 3,034 $329K
Kingswood Wealth Advisors, LLC 0.03% Add +4.0% 3,028 $329K
VestGen Advisors, LLC 0.01% New 3,022 $328K
Empower Advisory Group, LLC 0.00% Reduce -8.8% 3,007 $326K
Strategic Wealth Partners, Ltd. 0.03% — 3,000 $326K
Rollins Financial Advisors, LLC 0.05% No change 2,988 $324K
Fiduciary Alliance LLC 0.02% New 2,964 $322K
Intrust Bank NA 0.03% New 2,941 $319K
Severin Investments, LLC 0.30% Reduce -5.1% 2,937 $319K
Meridian Wealth Management, LLC 0.01% Reduce -3.1% 2,920 $317K
Chilton Investment Co. Inc. 0.01% New 2,910 $316K
May Hill Capital, LLC 0.10% New 2,897 $314K
Mitchell Sinkler & Starr 0.15% No change 2,850 $309K
Centennial Bank 0.13% Add +831.0% 2,849 $309K
Pinnacle Family Advisors, LLC 0.15% Reduce -70.6% 2,849 $309K
First International Bank & Trust 0.11% No change 2,845 $309K
Tucker Asset Management LLC 0.10% Reduce -93.9% 2,843 $309K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +22.7% 2,836 $308K
SMART Wealth LLC 0.10% Reduce -90.3% 2,834 $308K
CHICAGO TRUST Co NA 0.04% New 2,826 $307K
Watts Gwilliam & Co., LLC 0.05% Reduce -9.9% 2,571 $306K
Synovus Financial Corp. 0.00% Reduce -0.4% 2,797 $304K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.2% 2,778 $302K
Wealth Watch Advisors, INC 0.17% Reduce -2.4% 2,761 $300K
Acute Investment Advisory, LLC 2.43% Reduce -41.8% 2,746 $298K
Nautilus Advisors LLC 0.22% Reduce -3.5% 2,725 $296K
Arlington Capital Management, Inc. 0.26% Reduce -3.4% 2,724 $296K
Tyche Wealth Partners LLC 0.06% Reduce -1.3% 2,724 $296K
Tounjian Advisory Partners, LLC 0.06% Reduce -1.7% 3,056 $295K
Duncker Streett & Co. Inc. 0.05% Add +2.1% 2,715 $295K
Cape Cod Five Cents Savings Bank 0.03% No change 3,256 $294K
Brady Family Wealth, LLC 0.09% Reduce -13.4% 2,687 $292K
Y.D. More Investments Ltd 0.02% Add +26.8% 2,700 $292K
Kovack Advisors, Inc. 0.03% Reduce -7.5% 2,675 $290K
L & S Advisors Inc 0.03% New 2,672 $290K
SC&H Financial Advisors, Inc. 0.05% No change 2,640 $287K
Strategic Investment Advisors / MI 0.03% Reduce -30.2% 2,637 $286K
Van Cleef Asset Management,Inc 0.03% Reduce -24.8% 2,635 $286K
Accel Wealth Management 0.09% Reduce -10.7% 2,613 $284K
Obsidian Personal Planning Solutions LLC 0.11% No change 2,584 $280K
Icon Wealth Advisors, LLC 0.02% No change 2,575 $279K
Vista Investment Management 0.10% Add +1.4% 2,516 $273K
Byrne Asset Management LLC 0.21% Add +8.3% 2,503 $272K
Sterling Investment Management, LLC 0.18% Reduce -4.0% 2,501 $271K
Acorns Advisers, LLC 0.00% New 2,492 $270K
Maripau Wealth Management LLC 0.13% New 2,489 $267K
Jane Street Group, LLC 0.00% New 2,450 $266K
Harbor Asset Planning, Inc. 0.25% — 2,425 $263K
Regal Partners Ltd 0.02% New 2,400 $260K
Smartleaf Asset Management LLC 0.02% Reduce -75.2% 2,412 $260K
Cornerstone Wealth Management, LLC 0.02% Reduce -6.6% 2,391 $260K
Debussy Capital Management LP 0.04% Reduce -7.5% 2,390 $259K
Interchange Capital Partners, LLC 0.06% Reduce -4.9% 2,383 $259K
Intelligence Driven Advisers, LLC 0.04% Reduce -0.3% 2,379 $258K
Harmony Asset Management LLC 0.10% New 2,370 $257K
Two West Capital Advisors LLC 0.17% New 2,386 $257K
BCS Wealth Management 0.06% Add +0.0% 2,357 $256K
First National Trust Co 0.01% Reduce -0.2% 2,358 $256K
Collaborative Wealth Managment Inc. 0.11% Add +5.7% 2,356 $256K
Astoria Portfolio Advisors LLC. 0.07% New 2,345 $255K
Three Bridge Wealth Advisors, LLC 0.07% Reduce -0.0% 2,346 $255K
InTrack Investment Management Inc 0.17% Reduce -20.8% 2,342 $254K
Coldstream Capital Management Inc. 0.00% Add +16.1% 2,342 $254K
Alteri Wealth LLC 0.10% Reduce -17.4% 2,335 $253K
Crestwood Advisors Group, LLC 0.00% New 2,330 $253K
Whalen Wealth Management Inc. 0.16% Reduce -29.0% 2,315 $251K
Narus Financial Partners, LLC 0.08% Reduce -4.4% 2,287 $248K
Raffa Wealth Management, LLC 0.05% Reduce -6.0% 2,287 $248K
Wolverine Trading, LLC 0.01% New 2,293 $247K
YHB Investment Advisors, Inc. 0.02% Reduce -0.7% 2,271 $246K
Kanawha Capital Management LLC 0.02% Add +7.1% 2,270 $246K
Ironwood Financial, llc 0.05% No change 2,552 $246K
Private Client Services, LLC 0.10% New 2,263 $246K
MGB Wealth Management, LLC 0.08% Add +38.7% 2,260 $245K
EverSource Wealth Advisors, LLC 0.01% Reduce -2.3% 2,236 $243K
Aries Wealth Management 0.06% Reduce -3.8% 2,209 $240K
Wetzel Investment Advisors, Inc. 0.11% Reduce -1.0% 2,206 $239K
James J. Burns & Company, LLC 0.04% Add +5.0% 2,204 $239K
CRA Financial Services, LLC 0.04% No change 2,203 $239K
World Equity Group, Inc. 0.07% New 2,199 $239K
University of Texas/Texas Am Investment Management Co. 0.04% No change 2,170 $236K
Chicago Partners Investment Group LLC 0.01% New 2,123 $230K
Pinnacle Financial Partners Inc 0.00% No change 2,116 $230K
Resolute Wealth Advisor, Inc. 0.13% — 2,067 $229K
One Capital Management, LLC 0.01% Reduce -12.2% 2,105 $229K
Meridian Financial Advisors, LLC 0.15% No change 2,100 $228K
Main Street Financial Solutions, LLC 0.02% Reduce -3.9% 2,100 $228K
Signaturefd, LLC 0.00% Add +3.4% 2,100 $228K
Juncture Wealth Strategies, LLC 0.08% Reduce -43.4% 2,086 $226K
Veltria Advisors Corp. 0.15% New 2,079 $226K
Kennicott Capital Management LLC 0.13% No change 2,077 $225K
Canopy Partners, LLC 0.08% No change 2,074 $225K
Farmers Trust Co. 0.04% Reduce -0.6% 2,065 $224K
Cornerstone Wealth Group, LLC 0.02% Reduce -4.6% 2,062 $224K
Central Valley Advisors, LLC 0.08% New 2,060 $224K
Independent Advisor Alliance 0.01% New 2,040 $221K
Lake Street Private Wealth, LLC 0.03% New 2,038 $221K
Wealthspire Advisors, LLC 0.00% New 2,034 $221K
Tranquility Partners, LLC 0.08% New 2,032 $221K
NWF Advisory Services Inc. 0.03% New 2,028 $220K
Certuity, LLC 0.02% New 2,027 $220K
Strategic Advisors LLC 0.04% New 2,003 $217K
Graves Light Lenhart Wealth, Inc. 0.03% New 1,998 $217K
Mechanics Bank Trust Department 0.03% New 1,995 $217K
tru Independence LLC 0.06% New 1,980 $215K
Rwa Wealth Partners, LLC 0.00% New 1,978 $215K
W.H. Cornerstone Investments Inc. 0.14% New 1,976 $214K
FCG Investment Co 0.11% New 1,970 $214K
Atlanta Consulting Group Advisors, LLC 0.06% New 1,960 $213K
Brandywine Oak Private Wealth LLC 0.02% New 1,944 $211K
2UniFi Bank 0.12% No change 1,937 $210K
Rosenberg Matthew Hamilton 0.05% No change 1,930 $209K
Safeguard Investment Advisory Group, LLC 0.05% New 1,926 $209K
Broadleaf Partners, LLC 0.05% New 1,924 $209K
Milestone Asset Management, LLC 0.04% Reduce -72.5% 1,923 $209K
Optivise Advisory Services LLC 0.11% New 1,918 $208K
TFB Advisors LLC 0.05% New 1,910 $207K
Patron Partners, LLC 0.10% Reduce -8.2% 1,908 $207K
Acropolis Investment Management, LLC 0.01% Add +9.0% 1,897 $206K
Orca Investment Management, LLC 0.18% New 1,875 $203K
OneAscent Family Office, LLC 0.19% New 1,873 $203K
Hoxton Planning & Management, LLC 0.07% New 1,869 $203K
Dopkins Wealth Management, LLC 0.09% New 1,868 $203K
Caldwell Sutter Capital, Inc. 0.09% No change 1,862 $202K
FSM Wealth Advisors, LLC 0.03% New 1,876 $201K
CVA Family Office, LLC 0.03% Add +0.1% 1,839 $200K
Addison Advisors LLC 0.05% No change 1,813 $197K
Bank of New Hampshire 0.05% Reduce -30.1% 1,811 $197K
Barometer Capital Management Inc. 0.05% New 1,800 $195K
GPS Wealth Strategies Group, LLC 0.02% Reduce -9.7% 1,779 $193K
Ogorek Anthony Joseph /NY/ 0.06% Add +0.2% 1,750 $189K
Founders Financial Alliance, LLC 0.04% Reduce -50.6% 1,672 $181K
Private Wealth Asset Management, LLC 0.02% New 1,665 $181K
Allworth Financial LP 0.00% Reduce -35.0% 1,664 $181K
Colonial Trust Advisors 0.01% Reduce -15.5% 1,632 $177K
GAMMA Investing LLC 0.01% No change 1,629 $177K
Atticus Wealth Management, LLC 0.05% Add +44.6% 1,583 $172K
Parallel Advisors, LLC 0.00% Add +2.6% 1,576 $171K
UMB Bank, n.a. 0.00% No change 1,556 $169K
Asset Management One Co., Ltd. 0.00% Add +12258.3% 1,483 $161K
Independence Bank of Kentucky 0.02% Add +1.8% 1,452 $158K
Ameriflex Group, Inc. 0.08% Reduce -8.0% 1,469 $156K
Plante Moran Financial Advisors, LLC 0.01% Add +2.9% 1,404 $152K
MV Capital Management, Inc. 0.02% No change 1,386 $150K
Jackson Hole Capital Partners, LLC 0.03% Add +41.4% 1,315 $143K
Avion Wealth 0.03% No change 1,311 $142K
Howe & Rusling Inc. 0.01% Add +473.3% 1,307 $142K
Scarborough Advisors, LLC 0.03% New 1,289 $140K
Franklin Resources Inc. 0.00% Reduce -31.7% 1,269 $138K
Lanark Financial, Inc. 0.01% Reduce -40.3% 1,255 $136K
Sunbelt Securities, Inc. 0.01% Add +582.4% 1,358 $131K
Clearstead Advisors, LLC 0.00% Add +6.9% 1,146 $124K
Signature Resources Capital Management, LLC 0.07% New 1,116 $121K
Webster Bank, N. A. 0.01% Add +7.1% 1,115 $121K
Point72 Asset Management 0.00% Reduce -54.0% 1,105 $120K
SYM FINANCIAL Corp 0.01% No change 1,082 $117K
Banque Cantonale Vaudoise 0.00% No change 1,064 $115K
Cornerstone Planning Group LLC 0.02% Reduce -6.1% 1,061 $114K
Ameritas Advisory Services, LLC 0.01% New 1,044 $113K
Winch Advisory Services, LLC 0.03% Add +0.3% 953 $103K
Investors Research Corp 0.02% No change 951 $103K
Aventura Private Wealth, LLC 0.04% Add +72.0% 948 $103K
Bangor Savings Bank 0.01% No change 931 $101K
Farmers & Merchants Investments Inc. 0.00% No change 926 $100K
Medallion Wealth Advisors, LLC 0.04% Reduce -1.3% 931 $100K
Armstrong Advisory Group, Inc. 0.01% Add +2.3% 909 $99K
Parkside Financial Bank & Trust 0.01% Reduce -4.4% 904 $98K
Zions Bancorporation, National Association 0.01% Reduce -5.3% 898 $97K
Ancora Advisors LLC 0.00% Reduce -8.9% 861 $93K
HHM Wealth Advisors, LLC 0.01% No change 851 $92K
Paladin Advisory Group, LLC 0.07% No change 807 $88K
LFA - Lugano Financial Advisors SA 0.05% No change 801 $87K
Tortoise Investment Management, LLC 0.01% Reduce -31.9% 800 $87K
First Community Trust NA 0.07% No change 794 $86K
Arax Advisory Partners 0.00% Reduce -11.2% 778 $84K
Provident Wealth Management, LLC 0.03% No change 711 $77K
Comprehensive Financial Planning, Inc. 0.06% Add +0.3% 672 $73K
Optiver Holding B.V. 0.00% New 636 $69K
Key Financial Inc 0.01% Add +180.6% 623 $68K
Concord Wealth Partners 0.01% Reduce -35.1% 585 $63K
Rice Partnership, LLC 0.01% Add +211.2% 582 $63K
ORG Partners LLC 0.01% Reduce -38.4% 580 $63K
Valley Wealth Managers, Inc. 0.00% Add +4.7% 576 $63K
Missouri Trust & Investment Co 0.02% Add +1024.0% 562 $61K
Sage Mountain Advisors LLC 0.00% No change 558 $61K
Integrity Financial Corp 0.03% Add +0.4% 551 $60K
Barnes Dennig Private Wealth Management LLC 0.07% Add +2475.0% 515 $56K
Capital Investment Advisory Services, LLC 0.00% Reduce -28.1% 512 $56K
Capital Analysts, LLC 0.00% Reduce -20.2% 502 $55K
West Branch Capital LLC 0.02% No change 499 $54K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 495 $54K
Twin Peaks Wealth Advisors, LLC 0.02% New 471 $52K
Truvestments Capital LLC 0.01% Reduce -26.8% 471 $51K
Godsey & Gibb, Inc. 0.00% Reduce -48.8% 470 $51K
Register Financial Advisors LLC 0.02% No change 467 $51K
Annis Gardner Whiting Capital Advisors, LLC 0.02% New 453 $49K
Park Square Financial Group, LLC 0.03% Add +16.3% 436 $47K
BankPlus Trust Department 0.01% No change 435 $47K
SBI Securities Co., Ltd. 0.00% Reduce -4.5% 425 $46K
SouthState Bank Corp 0.00% Reduce -61.1% 403 $44K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +218.8% 389 $42K
Beacon Capital Management, LLC 0.01% Reduce -36.9% 387 $42K
Harbor Investment Advisory, LLC 0.00% Add +46.6% 384 $42K
JFS Wealth Advisors, LLC 0.00% No change 381 $41K
Birchbrook, Inc. 0.02% No change 378 $41K
Roxbury Financial LLC 0.04% Add +0.5% 375 $41K
Nemes Rush Group LLC 0.00% New 368 $40K
MCF Advisors LLC 0.00% No change 356 $39K
Westside Investment Management, Inc. 0.01% No change 356 $38K
American National Bank & Trust 0.00% Add +1011.1% 300 $33K
Anchor Investment Management, LLC 0.00% No change 300 $33K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -66.4% 299 $32K
Arlington Trust Co LLC 0.01% No change 290 $31K
NFSG Corp 0.01% Reduce -29.1% 287 $31K
Sound Income Strategies, LLC 0.00% Reduce -7.3% 279 $30K
Red Tortoise LLC 0.01% Add +0.4% 276 $30K
Brooklyn Investment Group 0.00% Add +164.1% 272 $30K
Grove Bank & Trust 0.00% New 267 $29K
Delta Asset Management LLC 0.00% No change 263 $29K
WPG Advisers, LLC 0.02% Add +0.4% 249 $27K
Founders Capital Management 0.02% No change 243 $26K
Solstein Capital, LLC 0.01% No change 243 $26K
SJS Investment Consulting Inc. 0.00% No change 233 $25K
Archer Investment Corp 0.01% No change 232 $25K
Smallwood Wealth Investment Management, LLC 0.01% New 226 $25K
Briaud Financial Planning Inc 0.01% No change 224 $24K
Glen Eagle Advisors, LLC 0.00% No change 220 $24K
Bogart Wealth, LLC 0.00% No change 215 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 214 $23K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 213 $23K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 211 $23K
Ameritas Investment Partners, Inc. 0.00% Add +0.5% 210 $23K
LGT Financial Advisors LLC 0.06% New 201 $22K
Balentine LLC 0.00% No change 200 $22K
Salem Investment Counselors Inc. 0.00% No change 196 $21K
Oakworth Capital, Inc. 0.00% Reduce -30.2% 185 $20K
Pacific Center for Financial Services 0.01% No change 180 $20K
Versant Capital Management, Inc 0.00% No change 176 $19K
Provenance Wealth Advisors, LLC 0.00% No change 173 $19K
McIlrath & Eck, LLC 0.00% No change 172 $19K
First Command Advisory Services, Inc. 0.00% Reduce -29.2% 170 $18K
Kilter Group LLC 0.01% New 162 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +652.4% 158 $17K
Hantz Financial Services, Inc. 0.00% New 155 $17K
Glassman Wealth Services 0.00% No change 150 $16K
Johnson Financial Group, Inc. 0.00% No change 148 $16K
Community Bank, N.A. 0.00% No change 139 $15K
PFS Partners, LLC 0.01% No change 138 $15K
Trust Co. of Toledo NA 0.00% New 136 $15K
Quest 10 Wealth Builders, Inc. 0.01% No change 132 $14K
United Community Bank 0.00% No change 124 $13K
Park Place Capital Corp 0.00% Add +416.7% 124 $13K
Family Manage LLC 0.00% Add +339.3% 123 $13K
Curat Global, LLC 0.01% No change 122 $13K
Barrett & Company, Inc. 0.00% No change 114 $12K
Wagner Wealth Management, LLC 0.00% New 114 $12K
Financial Connections Group, Inc. 0.01% No change 115 $12K
Valley National Advisers Inc. 0.00% Reduce -48.9% 119 $12K
Weaver Capital Management LLC 0.00% Add +900.0% 110 $12K
New England Capital Financial Advisors LLC 0.01% No change 103 $11K
Legacy Investment Solutions, LLC 0.01% — 101 $11K
Legacy Wealth Managment, LLC 0.01% Reduce -15.1% 101 $11K
Atlantic Union Bankshares Corp 0.00% New 101 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 100 $11K
IAG Wealth Partners, LLC 0.00% No change 100 $11K
Central Pacific Bank - Trust Division 0.00% No change 94 $10K
Smithfield Trust Co 0.00% New 88 $10K
Crewe Advisors LLC 0.00% No change 91 $10K
Citizens National Bank Trust Department 0.00% No change 83 $9K
Providence Capital Advisors, LLC 0.00% New 83 $9K
Covestor Ltd 0.01% Reduce -17.5% 85 $9K
City Holding Co. 0.00% Reduce -54.3% 80 $9K
MPWM Advisory Solutions, LLC 0.01% New 76 $8K
Union Savings Bank 0.00% No change 75 $8K
Cape Investment Advisory, Inc. 0.00% Add +600.0% 70 $8K
N.E.W. Advisory Services LLC 0.00% No change 68 $7K
Tower View Wealth Management LLC 0.00% Add +1.5% 68 $7K
Logan Capital Management Inc. 0.00% No change 67 $7K
Eukles Asset Management 0.00% No change 67 $7K
First PREMIER Bank 0.00% No change 66 $7K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -84.4% 60 $6K
Gold Investment Management Ltd. 0.00% No change 50 $5K
Daiwa Securities Group Inc. 0.00% No change 42 $5K
Tidemark, LLC 0.00% No change 46 $5K
Millstone Evans Group, LLC 0.00% New 40 $4K
Legacy Bridge, LLC 0.00% No change 37 $4K
Rise Advisors, LLC 0.00% Add +288.9% 35 $4K
Bulwark Capital Corp 0.00% — 30 $3K
Wolff Wiese Magana LLC 0.00% No change 29 $3K
WealthShield Partners, LLC 0.00% New 28 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 32 $3K
Tsfg, LLC 0.00% Reduce -49.2% 31 $3K
JNBA Financial Advisors 0.00% Reduce -46.5% 23 $2K
Nvwm, LLC 0.00% No change 20 $2K
TD Private Client Wealth LLC 0.00% No change 20 $2K
Cranbrook Wealth Management, LLC 0.00% Reduce -39.4% 20 $2K
Compass Financial Services Inc 0.00% No change 10 $1K
Bridge Generations Wealth Management LLC 0.00% No change 10 $1K
Rakuten Securities, Inc. 0.00% No change 10 $1K
Global Wealth Strategies & Associates 0.00% Reduce -74.4% 10 $1K
Financial Gravity Companies, Inc. 0.00% — 10 $1K
Resources Management Corp. /CT/ 0.00% No change 10 $1K
Headlands Technologies LLC 0.00% Reduce -99.8% 6 $651
Principia Wealth Advisory, LLC 0.00% Reduce -88.5% 3 $326
Raleigh Capital Management Inc. 0.00% Reduce -100.0% 1 $150

"% 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.