SS Comm Select Sector SPDRXLCETF

13F holders, Q3 2025 (September 30)
1,138holders +25
97new positions
62sold out
5famous investors
$118.23avg. 13F price*

At the end of Q3 2025, 1,138 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, up 25 from Q2 2025. 97 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($5.3B), JPMorgan Chase & Co. ($1.3B) and Morgan Stanley ($934.8M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
SS Comm Select Sector SPDR
Filed as
SELECT SECTOR SPDR TR (Q3 2025)
CUSIP
81369Y852
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions97$742.8M
Exits62$110.2M

All 13F filers, Q2 2025 → Q3 2025: 26,028,565 shares bought and 15,227,570 shares sold, net +10,800,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,138 holders

Bank of America Corp. 0.40% Add +2.4% 44,934,893 $5.3B
JPMorgan Chase & Co. 0.08% Add +6.5% 10,786,035 $1.3B
Morgan Stanley 0.06% Reduce -23.9% 7,897,153 $934.8M
Wells Fargo & Company 0.18% Reduce -14.7% 7,245,944 $857.7M
Envestnet Asset Management Inc. 0.23% Reduce -20.9% 6,719,634 $795.4M
LPL Financial LLC 0.21% Reduce -5.4% 6,092,499 $721.2M
Raymond James Financial Inc. 0.20% Reduce -3.8% 5,295,115 $626.8M
Barclays PLC 0.22% Add +148.3% 5,048,892 $597.6M
Focus Partners Wealth 0.94% Add +1265.9% 4,942,628 $585.1M
Ameriprise Financial Inc. 0.11% Add +1.3% 4,053,450 $479.1M
UBS Group AG 0.08% Add +0.9% 3,619,905 $428.5M
Truist Financial Corp. 0.57% Reduce -4.2% 3,577,512 $423.5M
Janney Montgomery Scott LLC 0.97% Reduce -4.7% 3,448,433 $408.2M
Main Management ETF Advisors, LLC 13.35% Add +2.6% 3,045,715 $360.5M
WestEnd Advisors, LLC 8.08% Reduce -3.9% 2,919,133 $345.5M
Squarepoint Ops LLC 0.72% New 2,850,000 $337.4M
Migdal Insurance & Financial Holdings Ltd. 3.39% Add +2.7% 2,661,473 $315.0M
Charles Schwab Investment Management Inc. 0.05% Reduce -3.2% 2,655,250 $314.3M
Meitav Investment House Ltd. 2.95% Add +56.8% 1,890,549 $223.4M
Osaic Holdings, Inc. 0.27% Add +173.6% 1,642,271 $191.6M
PGIM Custom Harvest LLC 2.85% Reduce -1.9% 1,597,917 $189.1M
Goldman Sachs Group Inc. 0.03% Add +63.6% 1,522,680 $180.2M
Royal Bank of Canada 0.03% Reduce -7.3% 1,500,880 $177.7M
Cibc World Market Inc. 0.35% Add +3427.3% 1,445,562 $171.1M
BlackRock, Inc. 0.00% Add +12.1% 1,286,895 $152.3M
Menora Mivtachim Holdings LTD. 0.70% Reduce -36.7% 1,162,875 $137.6M
BNP Paribas Financial Markets 0.11% Add +1868.4% 1,158,562 $137.1M
Donaldson Capital Management, LLC 4.32% Add +9.8% 1,152,645 $136.4M
Manufacturers Life Insurance Company, The 0.10% Add +46.1% 1,025,922 $121.4M
Agf Management Ltd. 0.54% Add +3.2% 1,022,665 $121.1M
Foundations Investment Advisors, LLC 1.73% Add +39.0% 1,007,547 $119.3M
Victory Capital Management Inc. 0.07% Reduce -3.5% 1,003,714 $118.8M
Harel Insurance Investments & Financial Services Ltd. 0.99% Add +0.8% 933,227 $110.5M
Main Management LLC 7.86% Reduce -0.3% 905,932 $107.2M
Bank of Nova Scotia 0.18% New 860,580 $101.9M
Main Management Fund Advisors LLC 9.58% Add +13.0% 835,500 $98.9M
J.Safra Asset Management Corp 5.99% Add +3.4% 832,411 $98.5M
SRB Corp. 5.43% No change 800,774 $94.8M
Cetera Investment Advisers 0.10% Add +7.1% 729,517 $86.4M
Phoenix Financial Ltd. 0.98% New 681,097 $80.6M
Richard Bernstein Advisors LLC 2.28% Reduce -3.8% 683,791 $79.9M
Marshall Wace, LLP 0.09% Reduce -21.5% 672,792 $79.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.61% Reduce -22.4% 669,712 $79.2M
Stifel Financial Corp. 0.07% Reduce -12.6% 668,689 $79.2M
Clal Insurance Enterprises Holdings Ltd 0.59% Reduce -17.0% 659,100 $78.0M
MML Investors Services, LLC 0.20% Reduce -34.3% 638,041 $75.5M
Fisher Asset Management 0.03% Reduce -0.4% 634,310 $75.1M
Qube Research & Technologies Ltd 0.11% Add +385.3% 634,305 $75.1M
State Street Corp. 0.00% Reduce -33.3% 601,750 $71.2M
Capital Investment Advisors, LLC 1.15% Add +4.1% 587,805 $69.6M
KCM Investment Advisors LLC 2.09% Reduce -24.1% 544,529 $64.5M
Assetmark, Inc. 0.14% Reduce -20.1% 535,157 $63.3M
RiverFront Investment Group, LLC 1.10% Add +0.9% 531,151 $62.9M
Northern Trust Corp. 0.01% Add +2.7% 515,145 $61.0M
Mercer Global Advisors Inc. 0.10% Add +1582.4% 512,193 $60.6M
Provida Pension Fund Administrator 1.01% New 488,300 $57.8M
Moss Adams Wealth Advisors LLC 4.37% Add +7.6% 473,414 $56.0M
Advisory Alpha, LLC 1.54% Add +33.5% 474,919 $55.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.65% No change 458,927 $54.2M
Cwm, LLC 0.16% Add +7.7% 448,455 $53.1M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +139.3% 438,930 $52.0M
HighTower Advisors, LLC 0.06% Add +4.3% 431,538 $51.1M
Bank of Montreal 0.02% Reduce -2.8% 416,217 $49.3M
Advisors Preferred, LLC 7.15% Add +32.7% 414,829 $48.4M
Alps Advisors Inc. 0.26% Reduce -13.3% 397,340 $47.0M
Bellwether Advisors, LLC 7.72% Add +95.5% 394,668 $46.7M
Rockefeller Capital Management L.P. 0.09% Reduce -9.4% 394,213 $46.7M
Oppenheimer Asset Management Inc. 0.50% Add +0.3% 384,583 $45.5M
1832 Asset Management L.P. 0.08% Add +6.3% 374,782 $44.4M
Signature Estate & Investment Advisors LLC 0.93% Add +2.3% 368,376 $43.6M
Commonwealth Equity Services, LLC 0.06% Add +9.3% 364,333 $43.1M
Caisse de depot et placement du Quebec 0.08% Reduce -14.8% 363,510 $43.0M
Horizon Wealth Management, LLC 6.30% Add +131.0% 362,281 $42.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.03% Reduce -44.4% 353,158 $41.8M
Swan Global Investments, LLC 1.69% Reduce -13.5% 322,797 $38.2M
Meiji Yasuda Life Insurance Co 1.08% New 317,133 $37.5M
Janney Capital Management LLC 2.30% Reduce -3.1% 312,323 $37.0M
AlphaStar Capital Management, LLC 3.13% Add +45.8% 307,100 $36.4M
Affinity Wealth Management LLC 5.10% Add +1.2% 294,269 $34.8M
Gerber Kawasaki Wealth & Investment Management 1.16% Reduce -15.7% 285,277 $33.8M
Horizon Investments, LLC 0.43% Reduce -4.1% 276,934 $32.8M
Cambridge Investment Research Advisors, Inc. 0.09% Add +6.6% 270,569 $32.0M
Fifth Third Bancorp 0.10% Reduce -2.2% 251,984 $29.8M
AE Wealth Management LLC 0.19% Add +6.5% 248,696 $29.4M
Asset Advisors Investment Management, LLC 2.67% Add +2.0% 238,321 $28.2M
Sanctuary Advisors, LLC 0.16% Reduce -3.6% 235,493 $27.9M
Anfield Capital Management, LLC 8.02% Reduce -25.4% 230,153 $27.2M
Analyst IMS Investment Management Services Ltd. 0.83% Add +12.9% 226,454 $26.8M
Full Sail Capital, LLC 1.47% Add +2.2% 225,288 $26.7M
Stonebridge Financial Group, LLC 2.32% Reduce -4.5% 222,213 $26.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.82% No change 221,100 $26.2M
Citigroup Inc. 0.02% Add +150.9% 216,719 $25.7M
Theory Financial LLC 9.02% Reduce -11.2% 220,192 $25.6M
Two Sigma Investments, LP 0.04% Add +78.7% 214,614 $25.4M
NewEdge Advisors, LLC 0.11% Add +21.3% 212,255 $25.1M
Trek Financial, LLC 1.48% Reduce -18.4% 209,595 $24.8M
PNC Financial Services Group, Inc. 0.01% Reduce -4.7% 205,610 $24.3M
IMZ Advisory Inc 8.95% Add +2.6% 203,125 $24.0M
Peapack Gladstone Financial Corp. 0.31% Reduce -0.4% 198,457 $23.5M
Trilogy Capital Inc. 1.08% Add +8.5% 197,279 $23.4M
TCV Trust & Wealth Management, Inc. 1.95% Reduce -0.3% 196,763 $23.3M
Krilogy Financial LLC 0.86% Add +17.2% 202,925 $23.0M
Evolution Wealth Advisors, LLC 3.03% Add +77.4% 190,883 $22.6M
Private Advisor Group, LLC 0.11% Add +4.8% 190,698 $22.6M
Miller Investment Management, LP 2.22% Reduce -2.4% 186,521 $22.1M
Millennium Management 0.02% Add +607.1% 185,781 $22.0M
D. Scott Neal, Inc. 10.14% Reduce -0.1% 185,200 $21.9M
Tocqueville Asset Management L.P. 0.32% Reduce -3.3% 184,336 $21.8M
Ayalon Insurance Comp Ltd. 5.44% No change 181,676 $21.5M
Spire Wealth Management 0.71% Reduce -13.5% 177,377 $21.0M
Park Avenue Securities LLC 0.16% Reduce -27.4% 175,636 $20.8M
Ashton Thomas Private Wealth, LLC 0.54% Reduce -3.6% 174,714 $20.7M
&partners 0.13% Add +0.5% 172,689 $20.4M
Robertson Stephens Wealth Management, LLC 0.61% Reduce -13.0% 171,248 $20.3M
FIL Ltd 0.02% No change 168,462 $19.9M
Mariner, LLC 0.03% Reduce -3.0% 164,114 $19.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.98% No change 164,249 $19.4M
DAVENPORT & Co LLC 0.10% Reduce -3.8% 161,672 $19.1M
Clarity Financial LLC 1.87% Reduce -11.7% 158,933 $18.8M
Captrust Financial Advisors 0.04% Reduce -0.7% 156,420 $18.5M
WBH Advisory Inc. 1.40% Reduce -11.2% 154,985 $18.3M
Innealta Capital, LLC 8.93% Add +30.2% 150,964 $17.9M
Cavalier Investments, LLC 7.12% Add +375.0% 163,273 $17.7M
Harbor Capital Advisors, Inc. 1.36% Add +46.6% 147,631 $17.5M
Petredis Investment Advisors LLC 1.40% Reduce -0.0% 146,950 $17.4M
First Interstate Bank 0.96% Reduce -2.1% 146,929 $17.4M
Bank Hapoalim BM 2.20% Reduce -41.3% 144,549 $17.1M
Royal Fund Management, LLC 2.05% Add +28.9% 143,896 $17.0M
Baird Financial Group, Inc. 0.03% Add +0.8% 142,069 $16.8M
Stillwater Capital Advisors, LLC 1.83% Reduce -0.2% 137,501 $16.3M
Thrivent Financial for Lutherans 0.03% Reduce -38.4% 135,824 $16.1M
Spinnaker Trust 0.89% Add +0.7% 135,784 $16.1M
Diversified Enterprises, LLC 1.06% Reduce -0.8% 133,221 $15.8M
New York Life Investment Management LLC 0.14% Add +7.1% 130,719 $15.5M
Prosperity Consulting Group, LLC 0.76% Reduce -4.7% 129,875 $15.4M
Pinnacle Associates Ltd. 0.19% Add +0.3% 122,922 $14.6M
SG Americas Securities, LLC 0.05% Reduce -88.8% 118,404 $14.0M
PFG Advisors 0.57% Add +2.9% 118,095 $14.0M
RFG Advisory, LLC 0.29% Add +14.2% 117,545 $13.9M
Venture Visionary Partners LLC 0.48% Reduce -0.9% 117,176 $13.9M
Onyx Bridge Wealth Group LLC 1.51% Add +1.6% 116,976 $13.8M
Steward Partners Investment Advisory, LLC 0.08% Add +5.1% 116,149 $13.7M
US Bancorp \de 0.02% Add +27.3% 115,395 $13.7M
Equitable Holdings, Inc. 0.10% Add +18.0% 115,124 $13.6M
Founders Financial Securities LLC 0.92% Reduce -2.6% 114,640 $13.6M
Jones Financial Companies LLLP 0.01% Add +20.0% 112,762 $13.3M
Kestra Advisory Services, LLC 0.06% Reduce -1.5% 109,657 $13.0M
CWA Asset Management Group, LLC 0.48% Reduce -2.0% 109,437 $13.0M
Virtu Financial LLC 0.72% Add +128.6% 108,914 $12.9M
Baltimore-Washington Financial Advisors, Inc. 0.54% New 106,741 $12.6M
Insight Wealth Strategies, LLC 1.49% Reduce -0.1% 106,494 $12.6M
Vickerman Investment Advisors, Inc. 2.53% Reduce -0.2% 105,504 $12.5M
Mutual Advisors, LLC 0.27% Add +14.2% 107,303 $12.4M
Westwood Holdings Group Inc. 0.09% New 101,463 $12.0M
United Capital Financial Advisors, LLC 0.08% Reduce -1.1% 99,324 $11.8M
Point72 Europe (London) LLP 0.64% New 99,300 $11.8M
Estate Counselors, LLC 1.01% Add +4.0% 99,247 $11.7M
CoreCap Advisors, LLC 0.42% Reduce -5.5% 98,198 $11.6M
Financial Enhancement Group LLC 1.54% Add +138.3% 99,611 $11.5M
Peak Retirement Planning, Inc. 3.23% Add +29.4% 96,997 $11.5M
IHT Wealth Management, LLC 0.29% Add +2.5% 96,939 $11.5M
Comerica Bank 0.04% Reduce -5.3% 95,308 $11.3M
Concurrent Investment Advisors, LLC 0.19% Reduce -2.6% 94,855 $11.2M
MAI Capital Management 0.07% Add +2.8% 94,199 $11.2M
Simon Quick Advisors, LLC 0.50% Add +3.0% 93,663 $11.1M
Atria Investments, Inc 0.13% Reduce -7.2% 93,231 $11.0M
CMH Wealth Management LLC 2.33% Reduce -2.8% 92,187 $10.9M
NorthCoast Asset Management LLC 0.04% Add +64.9% 91,420 $10.8M
Winthrop Capital Management, LLC 2.61% Add +0.5% 91,232 $10.8M
Conservest Capital Advisors, Inc. 1.00% Add +2.3% 91,052 $10.8M
Old National Bancorp 0.18% Reduce -3.4% 90,221 $10.7M
Biltmore Wealth Management, LLC 4.03% Reduce -4.1% 89,108 $10.5M
Premier Path Wealth Partners, LLC 1.34% Reduce -1.7% 88,289 $10.5M
Harbour Trust & Investment Management Co 1.08% Reduce -2.6% 87,890 $10.4M
Dakota Wealth Management 0.21% Reduce -5.5% 86,132 $10.2M
Martin & Co. Inc. 1.81% Reduce -0.2% 85,734 $10.1M
Chicago Wealth Management, Inc. 4.40% Add +1.8% 85,247 $10.1M
Bar Harbor Wealth Management 0.60% Add +0.8% 84,521 $10.0M
Client First Capital LLC 4.42% Reduce -6.9% 83,906 $9.9M
Oppenheimer & Co. Inc. 0.12% Add +1.2% 81,450 $9.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.1% 82,908 $9.6M
Schmidt P J Investment Management Inc. 1.58% Add +0.5% 80,876 $9.6M
Carnegie Investment Counsel 0.18% Add +0.7% 80,593 $9.5M
Avestar Capital, LLC 0.68% Reduce -7.9% 80,227 $9.5M
Integrated Wealth Concepts LLC 0.08% Reduce -8.2% 78,723 $9.3M
Benjamin Edwards Inc. 0.11% Add +1.7% 78,721 $9.3M
GTS Securities LLC 0.36% Add +175.3% 78,297 $9.3M
Corient Private Wealth LP 0.01% Add +5.9% 94,418 $9.2M
Continuum Wealth Advisors, LLC 3.88% Add +5.2% 76,800 $9.1M
Allspring Global Investments Holdings, LLC 0.01% Add +8.6% 77,215 $9.0M
Global Retirement Partners, LLC 0.20% Add +5.3% 75,824 $9.0M
Blair William & Co. 0.02% Reduce -0.4% 74,471 $8.8M
Creative Planning 0.01% Add +12.5% 74,262 $8.8M
Measured Wealth Private Client Group, LLC 2.37% Add +3.7% 74,161 $8.8M
Long Run Wealth Advisors, LLC 1.72% Reduce -1.8% 73,982 $8.8M
Leuthold Group, LLC 0.94% Reduce -13.1% 72,247 $8.6M
Occidental Asset Management, LLC 1.07% Reduce -1.3% 72,163 $8.5M
Orange Investment Advisors, Inc. 0.87% Add +4.8% 70,736 $8.4M
Sequoia Financial Advisors, LLC 0.05% Reduce -28.0% 70,445 $8.3M
Waverly Advisors, LLC 0.08% Add +0.1% 69,522 $8.2M
Guerra Advisors Inc 2.99% Add +5.7% 68,463 $8.1M
Keystone Global Partners, LLC 4.06% Add +53.1% 67,326 $8.0M
Prestige Wealth Management Group LLC 1.53% Reduce -2.3% 67,130 $7.9M
Centaurus Financial, Inc. 0.37% Reduce -2.5% 67,015 $7.9M
Brookstone Capital Management 0.09% Reduce -4.0% 66,907 $7.9M
Vestor Capital, LLC 0.51% Reduce -10.1% 66,838 $7.9M
BlueStem Wealth Partners, LLC 0.88% Reduce -3.7% 65,169 $7.7M
Signal Advisors Wealth, LLC 0.69% Reduce -14.5% 64,754 $7.7M
Strategic Financial Concepts, LLC 1.11% Add +3.0% 64,410 $7.6M
Coastal Bridge Advisors, LLC 0.58% Reduce -1.8% 64,305 $7.6M
Compton Financial Group, LLC 1.82% Add +3.1% 63,711 $7.5M
Kwmg, LLC 0.66% Add +15.0% 63,577 $7.5M
Forbes J M & Co. LLP 0.63% No change 63,576 $7.5M
Cinctive Capital Management LP 0.38% New 63,467 $7.5M
Foronjy Financial LLC 3.28% Add +9.2% 63,218 $7.5M
AdvisorNet Financial, Inc 0.42% Add +31.5% 63,013 $7.5M
Lido Advisors, LLC 0.03% Reduce -75.4% 62,900 $7.4M
Quantinno Capital Management LP 0.02% Add +30.7% 62,110 $7.4M
Essex LLC 1.33% Add +1.9% 61,920 $7.3M
Summit Securities Group LLC 2.37% New 61,063 $7.2M
Sharp Wealth Advisory, LLC 3.91% New 60,743 $7.2M
Prospera Financial Services Inc 0.12% Add +58.0% 60,459 $7.2M
Sharper & Granite LLC 2.54% Reduce -3.3% 59,998 $7.1M
Ciovacco Capital Management LLC 3.57% Reduce -1.5% 59,914 $7.1M
Sava Penzisko Drushtvo A.D. Skopje 2.30% — 59,210 $7.0M
Merit Financial Group, LLC 0.06% Reduce -26.9% 58,475 $6.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +225.5% 57,913 $6.9M
Maven Securities LTD 1.30% Add +299.8% 57,280 $6.8M
FMR LLC 0.00% Add +9.4% 56,911 $6.7M
Independent Financial Group, LLC 0.16% Add +29.8% 56,695 $6.7M
CX Institutional 0.20% Reduce -16.2% 56,610 $6.7M
Roundview Capital LLC 0.42% Reduce -1.6% 56,061 $6.6M
Pathstone Holdings, LLC 0.03% Reduce -1.8% 55,535 $6.6M
Transcend Capital Advisors, LLC 0.46% Reduce -4.2% 55,358 $6.6M
Jmac Enterprises LLC 1.29% Add +0.8% 55,174 $6.5M
Western Wealth Management, LLC 0.34% Add +8.2% 54,420 $6.4M
Baker Avenue Asset Management, LP 0.15% Reduce -0.1% 53,906 $6.4M
High Note Wealth, LLC 1.26% Reduce -8.1% 52,920 $6.3M
Waterloo Capital, L.P. 0.46% Add +0.8% 52,404 $6.2M
WealthCare Investment Partners, LLC 1.97% Reduce -5.4% 51,901 $6.1M
Trust Co. of Oklahoma 1.77% Add +2.4% 50,548 $6.0M
5th Street Advisors, LLC 2.90% Add +0.3% 49,559 $5.9M
Venturi Wealth Management, LLC 0.27% Add +3.2% 49,490 $5.9M
Ferguson Wellman Capital Management, Inc. 0.09% Add +0.1% 49,121 $5.8M
AlphaCore Capital LLC 0.20% Reduce -1.9% 49,006 $5.8M
Bonfire Financial 4.45% Add +0.1% 48,949 $5.8M
Leicht Financial Planning & Wealth Management, Inc. 2.61% Reduce -1.0% 48,878 $5.8M
B. Riley Wealth Advisors, Inc. 0.28% Add +121.0% 48,856 $5.8M
Gladstone Institutional Advisory LLC 0.22% Add +6.6% 48,646 $5.8M
Darwin Wealth Management, LLC 1.82% Add +5.4% 48,482 $5.7M
Colton Groome Financial Advisors, LLC 1.75% Reduce -2.4% 48,266 $5.7M
Orleans Capital Management Corp. 3.68% Reduce -27.1% 48,050 $5.7M
First Merchants Corp. 0.21% Reduce -7.9% 47,168 $5.6M
Vaughan David Investments LLC 0.12% Reduce -0.7% 46,580 $5.5M
Great Valley Advisor Group, Inc. 0.11% Add +0.8% 45,462 $5.4M
Banco Santander, S.A. 0.05% Reduce -18.8% 45,463 $5.4M
Tower Research Capital LLC (TRC) 0.15% Add +26.8% 45,420 $5.4M
McCollum Christoferson Group LLC 1.54% Add +1.1% 45,275 $5.4M
Dumont & Blake Investment Advisors LLC 1.30% Add +1.6% 45,164 $5.3M
Toth Financial Advisory Corp. 0.57% Add +1.8% 44,484 $5.3M
Creative Financial Designs Inc. 0.35% Add +124.7% 44,366 $5.3M
Monument Capital Management 1.30% Reduce -7.4% 44,042 $5.2M
Natixis Advisors, LLC 0.01% Add +7.5% 43,982 $5.2M
First Trust Advisors LP 0.00% Reduce -42.1% 43,731 $5.2M
Ameraudi Asset Management, Inc. 3.10% New 43,255 $5.1M
Advisory Services Network, LLC 0.07% Reduce -1.1% 43,098 $5.1M
Capital Insight Partners, LLC 0.84% Add +30.9% 42,657 $5.0M
Stephens Inc. 0.06% Reduce -3.2% 42,307 $5.0M
Innova Wealth Partners 2.69% Reduce -10.3% 42,117 $5.0M
Algorithmic Investment Models, LLC 3.31% Reduce -29.3% 42,095 $5.0M
Transamerica Financial Advisors, LLC 0.41% Add +3.7% 41,822 $5.0M
Terra Nova Asset Management LLC 3.07% Reduce -1.2% 41,113 $4.9M
Friedenthal Financial 2.49% Add +0.7% 40,769 $4.8M
Tritonpoint Wealth, LLC 0.41% Add +0.7% 40,713 $4.8M
Simmons Bank 0.32% Add +0.1% 40,471 $4.8M
SkyView Investment Advisors, LLC 0.60% Add +2.7% 40,028 $4.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.76% Add +29.6% 39,963 $4.7M
Archford Capital Strategies, LLC 0.56% Add +10.8% 39,637 $4.7M
Constant Guidance Financial LLC 3.73% New 39,460 $4.7M
Cooksen Wealth, LLC 3.48% Add +2.5% 39,350 $4.7M
Compass Wealth Management, LLC 2.05% Add +3.5% 39,155 $4.6M
Dai-ichi Life Holdings, Inc. 4.47% Reduce -14.8% 39,100 $4.6M
Hilltop Holdings Inc. 0.24% Reduce -6.5% 38,898 $4.6M
Private Advisory Group LLC 0.40% New 38,838 $4.6M
TD Waterhouse Canada Inc. 0.03% Add +12.7% 39,280 $4.6M
Sykon Capital LLC 1.51% Reduce -4.0% 38,200 $4.5M
Lodge Hill Capital, LLC 0.80% New 38,000 $4.5M
O'shaughnessy Asset Management, LLC 0.03% Add +52.4% 38,000 $4.5M
NorthRock Partners, LLC 0.08% New 37,395 $4.4M
Symmetry Partners, LLC 0.48% Reduce -28.9% 37,113 $4.4M
Matrix Trust Co 0.68% Reduce -7.0% 36,830 $4.4M
GeoWealth Management, LLC 0.16% Reduce -10.2% 36,381 $4.3M
Lowe Brockenbrough & Co. Inc. 0.22% Reduce -0.2% 36,339 $4.3M
Farmers & Merchants Trust Co of Chambersburg PA 1.21% Add +5.3% 36,162 $4.3M
Chemung Canal Trust Co. 0.84% Add +6.0% 35,486 $4.2M
Victory Financial Group, LLC 0.58% Reduce -2.3% 35,364 $4.2M
Bank of New York Mellon Corp 0.00% Reduce -60.7% 35,095 $4.2M
Harrell Investment Partners, LLC 0.97% Reduce -5.3% 34,670 $4.1M
SteelPeak Wealth, LLC 0.14% Add +94.9% 34,445 $4.1M
Strategic Financial Partners, Ltd. 1.85% Add +0.6% 34,179 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -16.0% 34,054 $4.0M
Transatlantique Private Wealth LLC 1.32% Add +7.3% 34,038 $4.0M
Wall Street Financial Group, Inc. 2.96% Reduce -5.3% 34,032 $4.0M
Pallas Capital Advisors LLC 0.15% Reduce -0.7% 33,848 $4.0M
Oak Family Advisors, LLC 1.30% Add +169.7% 33,843 $4.0M
Fourth Dimension Wealth, LLC 1.52% Add +10.8% 33,641 $4.0M
Integrated Advisors Network LLC 0.17% Add +12.0% 33,621 $4.0M
Nwam LLC 0.21% Reduce -2.4% 34,049 $4.0M
Attessa Capital LLC 2.32% Add +2.9% 33,232 $3.9M
RPg Family Wealth Advisory, LLC 0.86% Reduce -9.9% 33,028 $3.9M
Tucker Asset Management LLC 1.18% Add +1061.1% 33,009 $3.9M
Syon Capital LLC 0.21% Add +15.5% 32,788 $3.9M
Simplicity Wealth,LLC 0.22% Reduce -32.5% 32,732 $3.9M
HSBC Holdings PLC 0.00% Reduce -48.7% 32,705 $3.9M
Nelson Capital Management, LLC 0.46% Add +5.5% 32,693 $3.9M
Kingstone Capital Partners Texas, LLC 2.24% Add +4.7% 32,634 $3.9M
111 Capital 0.73% Reduce -5.6% 32,611 $3.9M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.0% 32,573 $3.9M
West Financial Advisors, LLC 0.64% Add +1.0% 32,534 $3.9M
James Investment Research, Inc. 0.41% Reduce -1.2% 32,056 $3.8M
Trinity Wealth Management, LLC 1.41% New 31,687 $3.8M
Geneos Wealth Management Inc. 0.09% Reduce -2.6% 31,436 $3.7M
Salomon & Ludwin, LLC 0.33% Add +25.4% 31,650 $3.7M
Snowden Capital Advisors LLC 0.10% Add +61.8% 30,999 $3.7M
Canton Hathaway, LLC 0.70% Add +0.1% 30,813 $3.6M
Level Four Advisory Services, LLC 0.12% Add +17.1% 30,806 $3.6M
AQR Capital Management 0.00% Add +68.2% 30,616 $3.6M
Fsa Wealth Partners, Inc. 1.38% Reduce -4.3% 30,258 $3.6M
Clark Financial Services Group Inc. 1.88% Reduce -0.2% 29,886 $3.5M
Marion Wealth Management 0.83% Reduce -0.1% 29,730 $3.5M
IFP Advisors, Inc 0.09% Add +6.9% 29,566 $3.5M
Jane Street Group, LLC 0.00% Add +1102.9% 29,470 $3.5M
Zullo Investment Group, Inc. 1.28% Add +1.6% 29,274 $3.5M
Synergy Asset Management, LLC 0.12% New 29,051 $3.4M
Prime Capital Investment Advisors, LLC 0.04% Reduce -5.2% 28,965 $3.4M
3EDGE Asset Management, LP 0.19% Add +14.3% 28,887 $3.4M
Centric Wealth Management 0.76% Reduce -13.5% 29,658 $3.4M
Chesapeake Wealth Management 1.04% Add +4.0% 28,682 $3.4M
Peterson Wealth Management 2.33% Reduce -20.7% 28,422 $3.4M
Dynamic Advisor Solutions LLC 0.10% Add +167.4% 28,124 $3.3M
Tiaa Trust, National Association 0.01% Reduce -76.4% 28,026 $3.3M
Stratos Wealth Partners, LTD. 0.04% Add +3.4% 27,821 $3.3M
SMI Advisory Services, LLC 0.62% New 28,176 $3.3M
Cerity Partners LLC 0.01% Reduce -40.9% 27,614 $3.3M
Summit Financial, LLC 0.05% Add +2.8% 27,488 $3.3M
Principal Securities, Inc. 0.05% Reduce -20.5% 27,405 $3.2M
Novare Capital Management LLC 0.24% Reduce -36.4% 26,757 $3.2M
IFG Advisory, LLC 0.14% Add +2.0% 26,446 $3.1M
Apexium Financial, LP 0.15% No change 26,148 $3.1M
Per Stirling Capital Management, LLC. 0.37% Add +82.2% 25,999 $3.1M
Fiduciary Group, LLC 0.27% Add +7.6% 25,937 $3.1M
Fairvoy Private Wealth, LLC 0.70% Add +6.8% 25,932 $3.1M
Private Wealth Advisors, LLC 1.14% Reduce -9.9% 25,571 $3.0M
Cary Street Partners Financial LLC 0.08% Reduce -1.9% 25,551 $3.0M
Abound Financial, LLC 1.21% Reduce -0.3% 25,463 $3.0M
Capital Investment Counsel, LLC 0.44% Add +31.9% 25,431 $3.0M
Intrua Financial, LLC 0.35% Add +1.2% 25,373 $3.0M
AAFMAA Wealth Management & Trust LLC 1.18% Add +1.2% 25,186 $3.0M
Laurel Wealth Advisors LLC 0.42% Add +13.6% 25,137 $3.0M
Centennial Bank 1.17% Add +782.2% 25,133 $3.0M
WESPAC Advisors SoCal, LLC 0.60% Add +0.9% 25,044 $3.0M
Tidal Investments LLC 0.01% Add +1.9% 24,920 $2.9M
Joel Isaacson & Co., LLC 0.11% Add +1.8% 24,882 $2.9M
Regal Investment Advisors LLC 0.19% Reduce -17.7% 24,674 $2.9M
Smart Portfolios, LLC 2.81% Reduce -2.3% 24,622 $2.9M
St. Johns Investment Management Company, LLC 1.23% Reduce -0.3% 24,512 $2.9M
Perennial Investment Advisors, LLC 0.24% Add +7.5% 24,100 $2.9M
Naples Global Advisors, LLC 0.22% Add +0.5% 24,076 $2.8M
Arkadios Wealth Advisors 0.07% Reduce -11.5% 23,792 $2.8M
Sigma Planning Corp 0.08% Reduce -13.5% 23,603 $2.8M
CFC Planning Co LLC 2.33% Add +17.9% 23,465 $2.8M
Patten & Patten Inc. 0.16% Reduce -1.3% 23,399 $2.8M
IAM Advisory, LLC 0.62% Reduce -2.9% 23,325 $2.8M
Kingsview Wealth Management, LLC 0.04% Reduce -94.3% 23,264 $2.8M
Cypress Capital Group 0.33% Add +27.6% 23,225 $2.7M
Trust Co 0.28% Add +1.4% 23,091 $2.7M
Nomura Asset Management Co. Ltd. 0.01% Reduce -10.8% 23,000 $2.7M
Hudson Value Partners, LLC 0.85% Add +15.8% 22,981 $2.7M
Walleye Capital LLC 0.02% New 22,914 $2.7M
Elevation Point Wealth Partners, LLC 0.19% Reduce -30.2% 22,718 $2.7M
Butensky & Cohen Financial Security, Inc. 0.75% Reduce -0.8% 22,654 $2.7M
One Charles Private Wealth Services, LLC 0.70% Add +0.5% 22,633 $2.7M
Evercore Wealth Management, LLC 0.04% Reduce -0.6% 22,596 $2.7M
Modern Wealth Management, LLC 0.05% Reduce -27.6% 22,565 $2.7M
Northstar Advisory Group, LLC 1.08% Add +5.2% 22,443 $2.7M
HB Wealth Management, LLC 0.02% Add +174.8% 22,417 $2.7M
Fortis Group Advisors, LLC 0.46% Add +0.1% 23,097 $2.7M
Encompass More Asset Management 0.51% Reduce -15.7% 22,274 $2.6M
Ethos Financial Group, LLC 0.21% Reduce -0.6% 22,219 $2.6M
Herbst Group, LLC 1.63% Reduce -1.2% 22,203 $2.6M
Holderness Investments Co. 0.53% Reduce -3.4% 21,981 $2.6M
Morton Community Bank 0.60% Reduce -4.0% 22,560 $2.6M
HBW Advisory Services LLC 0.29% Add +14.3% 21,785 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -65.2% 21,763 $2.6M
Stockman Wealth Management, Inc. 0.32% Add +0.4% 21,607 $2.6M
Clarus Wealth Advisors 1.12% Add +0.9% 21,824 $2.5M
CreativeOne Wealth, LLC 0.06% Reduce -1.0% 21,435 $2.5M
AdvisorShares Investments LLC 0.41% Add +4.5% 21,394 $2.5M
Bfsg, LLC 0.25% Add +24.4% 21,361 $2.5M
Brueske Advisory Services, LLC 1.37% Add +1.8% 21,246 $2.5M
Win Advisors, Inc. 1.22% New 21,246 $2.5M
Maridea Wealth Management LLC 0.39% New 21,560 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +2.0% 21,075 $2.5M
First International Bank of Israel Ltd. 1.41% Reduce -0.3% 21,044 $2.5M
DDD Partners, LLC 0.16% Add +6.9% 20,967 $2.5M
Realta Investment Advisors 0.83% Add +46.1% 20,936 $2.5M
Colony Family Offices, LLC 0.64% No change 20,727 $2.5M
Rovin Capital /Ut/ 0.67% Reduce -4.2% 20,535 $2.4M
Guardian Asset Advisors, LLC 1.31% Add +5.5% 20,493 $2.4M
Horizon Financial Services, LLC 1.15% Add +35.3% 20,434 $2.4M
Planwiser Financial, LLC 1.91% Reduce -25.8% 21,165 $2.4M
Magnus Financial Group LLC 0.19% Reduce -13.9% 20,016 $2.4M
Bramshill Investments, LLC 0.16% Reduce -13.0% 20,000 $2.4M
Fulcrum Equity Management 2.40% Add +22.2% 19,995 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +1.1% 19,937 $2.4M
Redwood Financial Network Corp 1.48% Reduce -0.6% 19,703 $2.3M
Patten Group, Inc. 0.45% Add +2.3% 19,539 $2.3M
Bank of Marin 1.63% Reduce -3.5% 19,520 $2.3M
Advisor OS, LLC 0.20% Add +24.7% 19,312 $2.3M
Bragg Financial Advisors, Inc 0.08% Add +0.6% 19,294 $2.3M
Park Edge Advisors, LLC 0.53% Add +0.0% 19,208 $2.3M
D.B. Root & Company, LLC 0.57% Reduce -3.9% 19,131 $2.3M
Collier Financial 1.70% — 19,047 $2.3M
PCG Asset Management, LLC 1.81% Add +0.5% 19,026 $2.3M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -1.3% 18,919 $2.2M
J.W. Cole Advisors, Inc. 0.04% Add +18.7% 18,805 $2.2M
Boltwood Capital Management 0.59% Add +3.9% 18,730 $2.2M
Kestra Private Wealth Services, LLC 0.03% Reduce -2.2% 18,685 $2.2M
Focus Financial Network, Inc. 0.08% Add +44.2% 18,586 $2.2M
United Asset Strategies, Inc. 0.17% Reduce -5.8% 18,427 $2.2M
Country Trust Bank 0.05% Reduce -0.3% 18,172 $2.2M
Retireful, LLC 2.07% Add +3.5% 18,124 $2.1M
Keybank National Association 0.01% Add +7.9% 18,109 $2.1M
Cornerstone National Bank & Trust Co 0.87% Add +0.5% 18,051 $2.1M
Okabena Investment Services Inc. 0.41% Add +2.2% 17,993 $2.1M
Sowell Financial Services LLC 0.08% Add +1.7% 17,956 $2.1M
Flagship Harbor Advisors, LLC 0.09% Add +2.3% 17,885 $2.1M
Point Windward Advisors Inc. 1.00% Reduce -11.1% 17,832 $2.1M
Beacon Pointe Advisors, LLC 0.02% Reduce -22.8% 17,706 $2.1M
German American Bancorp, Inc. 0.18% Reduce -6.9% 17,694 $2.1M
Cullen/Frost Bankers, Inc. 0.02% Add +6.0% 17,652 $2.1M
Florida Financial Advisors, LLC 0.64% Add +2.4% 17,592 $2.1M
Scotia Capital Inc. 0.01% Add +0.4% 17,556 $2.1M
Delta Financial Advisors LLC 0.58% New 17,456 $2.1M
Almanack Investment Partners, LLC. 0.32% New 17,375 $2.1M
Schorn Wealth LLC 0.63% Add +4.6% 17,341 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Reduce -0.0% 17,306 $2.0M
Stapp Wealth Management, PLLC 2.75% Reduce -0.3% 17,306 $2.0M
Walleye Trading LLC 0.03% New 17,189 $2.0M
Mendel Capital Management LLC 1.07% Add +2.7% 17,184 $2.0M
Dynamic Wealth Strategies, LLC 1.35% Add +109.4% 17,060 $2.0M
MontVue Capital Management, Inc. 1.33% Reduce -8.3% 16,760 $2.0M
Choreo, LLC 0.03% Add +1.7% 16,717 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -1.8% 16,649 $2.0M
Everstar Asset Management, LLC 1.12% Add +22.5% 16,628 $2.0M
Itau Unibanco Holding S.A. 0.07% Reduce -73.6% 16,597 $2.0M
Straightline Group LLC 1.12% Add +2.1% 16,877 $1.9M
Roberts Wealth Advisors, LLC 0.51% Reduce -3.2% 16,322 $1.9M
World Investment Advisors 0.04% Add +11.0% 16,288 $1.9M
Cullen Capital Management, LLC 0.02% Reduce -92.2% 16,119 $1.9M
EPG Wealth Management LLC 0.53% Reduce -16.1% 16,109 $1.9M
Signet Financial Management, LLC 0.22% Reduce -2.3% 16,100 $1.9M
Brown Advisory Inc. 0.00% Reduce -0.5% 15,946 $1.9M
Sigma Investment Counselors Inc. 0.10% Reduce -3.5% 15,779 $1.9M
CWC Advisors, LLC. 0.91% Add +3.2% 15,721 $1.9M
Ausdal Financial Partners, Inc. 0.09% Add +174.7% 15,676 $1.9M
Haverford Trust Co 0.02% Reduce -0.1% 15,642 $1.9M
Stratos Wealth Advisors, LLC 0.09% Add +12.3% 15,561 $1.8M
ARS Investment Partners, LLC 0.12% Add +20.6% 15,418 $1.8M
M&T Bank Corp 0.01% Reduce -13.4% 15,320 $1.8M
Donald L. Hagan, LLC 0.88% Reduce -41.1% 15,145 $1.8M
Cresset Asset Management, LLC 0.01% Add +0.0% 15,028 $1.8M
Global View Capital Management LLC 0.38% Reduce -34.5% 15,025 $1.8M
AMG National Trust Bank 0.04% Add +0.3% 14,879 $1.8M
Plimoth Trust Co. LLC 0.40% Add +3.9% 14,850 $1.8M
Mirador Capital Partners LP 0.25% Reduce -4.6% 14,690 $1.7M
Whittier Trust Co. 0.02% No change 14,933 $1.7M
RiverGlades Family Offices LLC 1.06% Reduce -2.3% 14,639 $1.7M
Pine Valley Investments Ltd Liability Co 0.09% Add +7.4% 14,579 $1.7M
Soltis Investment Advisors LLC 0.12% Add +4.3% 14,541 $1.7M
Loudon Investment Management, LLC 0.90% Add +30.3% 14,489 $1.7M
Manchester Financial Inc. 0.34% Add +28.8% 14,425 $1.7M
Private Trust Co. NA 0.15% Reduce -4.6% 14,424 $1.7M
Contravisory Investment Management, Inc. 0.33% Reduce -10.9% 14,411 $1.7M
Dearborn Partners LLC 0.08% No change 14,339 $1.7M
Providence First Trust Co 0.58% Add +3.0% 14,148 $1.7M
Williams Jones Wealth Management, LLC. 0.02% No change 14,075 $1.7M
10Elms LLP 1.71% Reduce -1.1% 14,011 $1.7M
Bessemer Group Inc. 0.00% Add +1.7% 13,993 $1.7M
Wealthcare Advisory Partners LLC 0.03% Add +7.0% 13,931 $1.6M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -0.3% 13,637 $1.6M
Ashton Thomas Securities, LLC 0.23% Reduce -3.5% 13,637 $1.6M
Brookwood Investment Group LLC 0.21% Add +17.1% 13,556 $1.6M
Global Financial Private Client, LLC 0.57% Add +5.0% 13,509 $1.6M
Sequent Planning LLC 0.44% Add +80.2% 13,234 $1.6M
SCS Capital Management LLC 0.02% Reduce -1.9% 13,186 $1.6M
Composition Wealth, LLC 0.02% Add +0.7% 13,139 $1.6M
Ingalls & Snyder LLC 0.05% Reduce -5.8% 13,049 $1.5M
Associated Banc-Corp 0.04% Reduce -6.4% 12,905 $1.5M
Advisory Resource Group 0.27% Reduce -5.7% 12,828 $1.5M
Virtue Capital Management, LLC 0.24% Reduce -91.0% 6,169 $1.5M
Flagstar Securities, Inc. 0.46% Add +4.8% 12,735 $1.5M
Avior Wealth Management, LLC 0.05% Reduce -11.5% 12,698 $1.5M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -7.5% 12,692 $1.5M
DRW Securities, LLC 0.08% Reduce -70.8% 12,699 $1.5M
Appleton Partners Inc. 0.10% Add +3.7% 12,512 $1.5M
Investment Management Corp. /Va/ 1.25% Add +1.8% 12,312 $1.5M
Diversify Advisory Services, LLC 0.05% Reduce -2.3% 12,818 $1.5M
UNIVEST FINANCIAL Corp 0.08% Add +21.3% 12,141 $1.4M
Proffitt & Goodson Inc. 0.21% Reduce -0.6% 12,099 $1.4M
KKM Financial LLC 0.45% Reduce -8.0% 12,060 $1.4M
Farther Finance Advisors, LLC 0.02% Reduce -2.2% 12,058 $1.4M
A. D. Beadell Investment Counsel, Inc. 0.97% No change 12,025 $1.4M
Keel Point, LLC 0.09% Reduce -47.0% 11,954 $1.4M
Cladis Investment Advisory, LLC 0.80% No change 11,875 $1.4M
Freedom Investment Management, Inc. 0.37% Reduce -77.3% 11,870 $1.4M
Capitol Family Office, Inc. 1.69% Add +0.5% 11,769 $1.4M
Retirement Planning Group, LLC 0.05% Reduce -0.1% 11,675 $1.4M
Flow Traders U.S. LLC 0.06% New 11,563 $1.4M
Mgo One Seven LLC 0.03% Add +84.0% 11,495 $1.4M
Arete Wealth Advisors, LLC 0.09% Add +0.1% 11,478 $1.4M
Bailard, Inc. 0.03% Reduce -10.2% 11,434 $1.4M
Pettyjohn, Wood & White, Inc. 0.22% Add +8.4% 11,331 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Reduce -1.6% 11,311 $1.3M
Koshinski Asset Management, Inc. 0.10% Add +17.0% 11,298 $1.3M
Glenmede Investment Management, LP 0.01% Reduce -4.4% 11,282 $1.3M
Leslie Global Wealth, LLC 0.62% Reduce -8.3% 11,129 $1.3M
Farmers National Bank 0.31% Reduce -2.9% 11,105 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% New 11,024 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% No change 11,016 $1.3M
Black Maple Capital Management LP 0.94% No change 10,970 $1.3M
Howard Capital Management, LLC 0.02% Reduce -10.8% 10,921 $1.3M
SVB Wealth LLC 0.07% Reduce -2.6% 10,885 $1.3M
D. E. Shaw & Co. 0.00% New 10,850 $1.3M
Phillips Wealth Planners LLC 1.06% Reduce -3.2% 11,007 $1.3M
Advyzon Investment Management, LLC 0.22% Add +18.7% 10,680 $1.3M
LVZ, Inc. 0.14% Add +0.8% 10,581 $1.3M
SHUTTLEWORTH & Co 1.13% — 10,492 $1.2M
Harbour Investments, Inc. 0.03% Reduce -0.5% 10,363 $1.2M
Agate Pass Investment Management, LLC 0.47% Add +19.7% 10,342 $1.2M
Schnieders Capital Management, Llc. 0.20% — 10,183 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +1.9% 10,097 $1.2M
Connecticut Wealth Management, LLC 0.05% New 10,012 $1.2M
First National Bank of Hutchinson 0.63% No change 9,991 $1.2M
Wedbush Securities Inc. 0.04% Reduce -3.4% 9,974 $1.2M
Commerce Bank 0.01% Add +13.2% 9,911 $1.2M
Moors & Cabot, Inc. 0.05% Add +16.2% 9,804 $1.2M
Magnolia Capital Management Ltd. 0.89% Reduce -2.4% 9,804 $1.2M
Jacobi Capital Management LLC 0.07% Add +0.9% 9,781 $1.2M
Ridgepath Capital Management LLC 0.49% No change 9,719 $1.2M
Fifth Third Wealth Advisors LLC 0.04% Add +3.9% 9,712 $1.1M
Range Financial Group LLC 0.41% No change 9,702 $1.1M
Calton & Associates, Inc. 0.17% Add +0.6% 9,679 $1.1M
Institute for Wealth Management, LLC. 0.12% Reduce -2.7% 9,673 $1.1M
Childress Capital Advisors, LLC 0.21% No change 9,529 $1.1M
Black Swift Group, LLC 0.20% New 9,455 $1.1M
Vontobel Holding Ltd. 0.00% Reduce -60.9% 9,359 $1.1M
Ironwood Investment Counsel, LLC 0.16% Add +71.1% 9,329 $1.1M
Quantbot Technologies LP 0.03% Add +29.1% 9,328 $1.1M
Beaumont Financial Advisors, LLC 0.07% Reduce -3.1% 9,221 $1.1M
Bryn Mawr Trust Advisors, LLC 0.05% Add +14.7% 9,210 $1.1M
Mma Asset Management LLC 0.36% Add +3.9% 9,135 $1.1M
Van Cleef Asset Management,Inc 0.11% Add +245.5% 9,105 $1.1M
Silver Oak Securities, Incorporated 0.08% Add +19.1% 9,071 $1.1M
Edgestream Partners, L.P. 0.03% New 9,066 $1.1M
Wedmont Private Capital 0.04% Add +0.1% 9,214 $1.1M
Rothschild Wealth LLC 0.23% Reduce -1.4% 8,989 $1.1M
Financial Engines Advisors L.L.C. 0.00% Add +0.5% 8,978 $1.1M
First Citizens Financial Corp 0.52% Add +7.5% 8,956 $1.1M
Rothschild Capital Partners, LLC 0.25% Add +133.7% 8,810 $1.0M
Axxcess Wealth Management, LLC 0.02% Reduce -33.1% 8,753 $1.0M
Argent Trust Co 0.04% Add +4.9% 8,750 $1.0M
Whalerock Point Partners, LLC 0.21% No change 8,707 $1.0M
Wealthfront Advisers LLC 0.00% Add +12.0% 8,673 $1.0M
Ieq Capital, LLC 0.00% Add +24.4% 8,585 $1.0M
Columbus Macro, LLC 0.12% Add +9.7% 8,571 $1.0M
Hilton Capital Management, LLC 0.08% Reduce -5.6% 8,452 $1.0M
Savant Capital, LLC 0.01% Add +2.2% 8,438 $999K
Golden State Wealth Management, LLC 0.11% Add +3.1% 8,420 $997K
Pines Wealth Management, LLC 0.34% Reduce -1.3% 8,403 $995K
Richardson Financial Services Inc. 0.62% Reduce -5.9% 8,386 $993K
SP Asset Management LLC 0.08% Reduce -4.7% 8,356 $989K
Atlas Legacy Advisors, LLC 0.19% No change 8,294 $982K
Flputnam Investment Management Co. 0.01% Add +42.2% 8,237 $975K
Ally Invest Advisors Inc. 0.07% Add +2.1% 8,217 $973K
Kane Investment Management, Inc. 0.46% Reduce -19.2% 8,054 $953K
D.A. Davidson & Co. 0.01% Add +23.8% 8,014 $949K
MKT Advisors LLC 0.35% Add +10.0% 8,121 $948K
Global Endowment Management, LP 0.12% No change 8,000 $947K
Capstone Wealth Management Group LLC 0.60% No change 7,956 $942K
Ascent Group, LLC 0.03% Reduce -1.6% 7,937 $940K
Belpointe Asset Management LLC 0.04% Add +24.2% 7,917 $937K
Neuberger Berman Group LLC 0.00% Add +0.1% 7,905 $936K
Rockland Trust Co. 0.04% Add +131.6% 7,901 $935K
NewEdge Wealth, LLC 0.01% Add +0.7% 8,244 $935K
Wealthgarden F.S. LLC 0.67% Reduce -31.9% 8,041 $935K
Garden State Investment Advisory Services LLC 0.24% Add +25.5% 7,894 $934K
Deutsche Bank AG 0.00% Add +26.5% 7,803 $924K
Peoples Financial Services Corp. 0.42% Reduce -0.1% 7,779 $921K
CENTRAL TRUST Co 0.02% No change 7,772 $920K
Pure Financial Advisors, LLC 0.01% Add +0.7% 7,738 $916K
First Horizon Corp. 0.04% — 7,696 $911K
Hopwood Financial Services, Inc. 0.60% No change 7,615 $901K
Csenge Advisory Group 0.04% Reduce -37.3% 7,608 $901K
Ifrah Financial Services, Inc. 0.23% Reduce -0.7% 7,600 $900K
Founders Grove Wealth Partners, LLC 0.21% Reduce -0.9% 7,589 $898K
Glenview Trust Co 0.01% Reduce -25.1% 7,554 $894K
Moulton Wealth Management, Inc. 0.65% Add +2.9% 7,547 $893K
PFG Investments, LLC 0.05% Add +11.0% 7,542 $893K
Q3 Asset Management 0.30% Add +4.0% 7,438 $880K
Gateway Wealth Partners, LLC 0.12% Reduce -0.9% 7,414 $878K
Apollon Wealth Management, LLC 0.02% Add +6.7% 7,391 $875K
GenTrust, LLC 0.04% New 7,326 $867K
Legacy Private Trust Co. 0.05% Reduce -7.9% 7,325 $867K
Citizens Financial Group Inc. 0.01% Add +58.3% 7,323 $867K
Busey Bank 0.02% Add +9.0% 7,295 $864K
Elevated Capital Advisors, LLC 0.21% Add +26.9% 7,284 $862K
City Center Advisors, LLC 0.84% New 7,259 $859K
Meridian Investment Counsel Inc. 0.21% Reduce -6.5% 7,235 $856K
Access Financial Services, Inc. 0.31% No change 7,232 $856K
Bulltick Wealth Management, LLC 0.20% Reduce -14.1% 7,154 $847K
Perigon Wealth Management, LLC 0.02% Add +0.7% 7,069 $837K
Luminist Capital LLC 0.73% Reduce -3.3% 7,159 $836K
First Business Financial Services, Inc. 0.08% No change 7,057 $835K
Correct Capital Wealth Management 0.15% No change 7,017 $831K
Strategy Asset Managers LLC 0.15% Reduce -5.4% 7,016 $830K
Barnes Wealth Management Group, Inc 0.46% Add +12.5% 7,002 $829K
Tompkins Financial Corp. 0.07% No change 7,000 $829K
Investor's Fiduciary Advisor Network, LLC 0.28% Add +11.2% 6,870 $813K
Tudor Investment Corporation 0.01% Reduce -92.4% 6,841 $810K
Adirondack Trust Co. 0.27% Reduce -5.6% 6,839 $810K
Legacy Capital Group California, Inc. 0.20% Reduce -0.6% 6,774 $802K
Balefire, LLC 0.16% Reduce -14.8% 6,762 $800K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 6,741 $798K
Brass Tax Wealth Management, Inc. 0.13% Reduce -9.6% 6,736 $797K
Madison Wealth Partners, Inc 0.16% Add +0.5% 6,726 $796K
Rockingstone Advisors LLC 0.39% Reduce -0.1% 6,695 $792K
Constitution Capital LLC 0.37% Add +22.5% 6,694 $792K
Howard Capital Management Group, LLC 0.05% Reduce -15.0% 6,685 $791K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -15.3% 6,630 $785K
jvl associates llc 0.26% No change 6,625 $784K
Burford Brothers, Inc. 0.34% Add +8.7% 6,622 $784K
Regions Financial Corp. 0.01% Add +2.0% 6,620 $784K
Elm Partners Management LLC 0.04% No change 6,607 $782K
Mystic Asset Management, Inc. 0.18% No change 6,600 $781K
Leavell Investment Management, Inc. 0.03% Add +7.2% 6,544 $775K
Monetary Management Group Inc. 0.18% Reduce -0.4% 6,525 $772K
Russell Investments Group, Ltd. 0.00% Add +33.9% 6,518 $772K
Whittier Trust Co. of Nevada Inc. 0.02% No change 6,588 $767K
Kaizen Financial Strategies 0.35% Add +8.3% 6,790 $763K
AmeriServ Wealth Advisors 0.38% Reduce -76.0% 6,416 $759K
MMBG Investment Advisors Co. 0.07% No change 6,320 $748K
Fulton Bank, N.A. 0.03% Add +10.9% 6,311 $747K
Montag A & Associates Inc. 0.03% Add +19.8% 6,260 $741K
Global Trust Asset Management, LLC 0.33% Add +4.3% 6,235 $738K
Larson Financial Group LLC 0.03% Add +1.8% 6,153 $728K
Personal Cfo Solutions, LLC 0.13% Reduce -31.8% 6,147 $728K
Kessler Investment Group, LLC 0.31% Add +8.7% 6,120 $724K
VCI Wealth Management LLC 0.22% New 6,108 $723K
Blue Fin Capital, Inc. 0.11% Add +13.9% 5,976 $707K
First United Bank & Trust 0.23% Add +0.4% 5,910 $700K
Focus Partners Advisor Solutions, LLC 0.01% Add +37.3% 5,932 $699K
Washington Growth Strategies LLC 0.49% No change 5,837 $691K
Wellington Management Group LLP 0.00% Reduce -25.6% 5,812 $688K
WINTON GROUP Ltd 0.03% Reduce -7.8% 5,773 $683K
Inspire Advisors, LLC 0.06% Reduce -0.6% 5,716 $677K
Blue Chip Partners, LLC 0.05% Reduce -8.8% 5,682 $673K
Caldwell Trust Co 0.06% Reduce -1.2% 5,660 $670K
Hardy Reed LLC 0.05% No change 5,659 $670K
Brighton Jones LLC 0.02% Add +15.1% 5,623 $666K
Manchester Capital Management LLC 0.09% Add +2.0% 5,593 $662K
Beacon Financial Advisory LLC 0.15% Add +0.3% 5,569 $659K
Iams Wealth Management, LLC 0.26% Reduce -22.2% 5,548 $657K
Visionary Wealth Advisors 0.03% Reduce -4.5% 5,546 $656K
Secure Asset Management, LLC 0.11% Add +24.3% 5,620 $656K
Sather Financial Group Inc 0.04% Add +9.8% 5,489 $650K
Promus Capital, LLC 0.41% New 5,485 $649K
International Assets Investment Management, LLC 0.05% No change 6,014 $648K
XTX Topco Ltd 0.03% New 5,473 $648K
Sunbelt Securities, Inc. 0.04% Add +302.1% 5,461 $646K
Penobscot Wealth Management 0.21% Reduce -8.1% 5,431 $643K
Concorde Asset Management, LLC 0.27% — 5,519 $642K
Gryphon Financial Partners LLC 0.07% Add +6.7% 5,416 $641K
Greystone Financial Group, LLC 0.10% Reduce -11.8% 5,334 $631K
Penobscot Investment Management Company, Inc. 0.05% No change 5,321 $630K
Vident Advisory, LLC 0.01% New 5,315 $629K
Gsa Capital Partners LLP 0.05% Add +24.5% 5,309 $628K
Rollins Financial Advisors, LLC 0.09% Add +76.7% 5,280 $625K
Stock Yards Bank & Trust Co. 0.02% Reduce -4.6% 5,263 $623K
Stonebrook Private Inc. 0.13% Add +4.4% 5,254 $622K
Nixon Peabody Trust Co. 0.05% Add +9.5% 5,200 $616K
True Vision MN LLC 0.32% Add +42.2% 5,183 $614K
Choate Investment Advisors 0.01% No change 5,177 $613K
Circle Wealth Management, LLC 0.01% Add +22.8% 5,138 $608K
Joseph P. Lucia & Associates, LLC 0.23% Add +17.8% 5,090 $603K
Elevatus Welath Management 0.17% Add +0.3% 5,089 $602K
Midwest Trust Co 0.01% Add +1.1% 5,071 $600K
Compagnie Lombard Odier SCmA 0.01% No change 5,015 $594K
Coppell Advisory Solutions LLC 0.06% Reduce -7.4% 4,996 $592K
Alpine Woods Capital Investors, LLC 0.14% No change 5,000 $592K
Jefferies Financial Group Inc. 0.01% Add +13.5% 4,980 $589K
Waldron Private Wealth LLC 0.02% No change 4,977 $589K
First Citizens Bank & Trust Co. 0.01% Add +18.7% 4,971 $588K
Astra Wealth Partners LLC 0.41% Add +6.2% 4,963 $587K
Moneta Group Investment Advisors LLC 0.00% Reduce -15.3% 4,935 $584K
Sherman Asset Management, Inc. 0.49% No change 4,844 $573K
Destiny Wealth Partners, LLC 0.07% No change 4,815 $570K
Verus Capital Partners, LLC 0.04% Add +17.8% 4,813 $570K
Clarius Group, LLC 0.03% Add +0.0% 4,773 $565K
Thompson Davis & Co., Inc. 0.35% Reduce -4.1% 4,772 $565K
Westbourne Investments, Inc. 0.27% Reduce -0.7% 4,880 $560K
VestGen Advisors, LLC 0.02% Add +56.1% 4,717 $558K
Fragasso Financial Advisors Inc 0.03% Reduce -11.6% 4,775 $556K
Fourpath Capital Management, LLC 0.08% Add +9.7% 4,684 $554K
United Advisor Group, LLC 0.07% Add +15.4% 4,682 $554K
Crews Bank & Trust 0.08% No change 4,640 $549K
NBT Bank, N.A. 0.04% Reduce -13.1% 4,632 $548K
Blue Trust, Inc. 0.01% Add +1.2% 4,620 $547K
Stratos Investment Management, LLC 0.02% Reduce -1.7% 4,596 $544K
AMJ Financial Wealth Management 0.13% Reduce -0.3% 4,575 $542K
Financial Advisors Network, Inc. 0.08% Reduce -1.9% 4,565 $540K
Trust Point Inc. 0.04% No change 4,524 $536K
Wesbanco Bank Inc. 0.01% Add +12.4% 4,504 $533K
Fortis Capital Management LLC 0.07% Add +0.4% 4,495 $532K
Vise Technologies, Inc. 0.02% Reduce -75.6% 4,494 $532K
Y-Intercept (Hong Kong) Ltd 0.01% New 4,492 $532K
Swmg, LLC 0.16% Add +0.0% 4,575 $527K
Integrity Alliance, Llc. 0.02% Add +3.7% 4,438 $525K
Garrett Wealth Advisory Group, LLC 0.10% Reduce -1.9% 4,428 $524K
Second Half Financial Partners, LLC 0.23% Reduce -0.6% 4,412 $522K
Goodman Advisory Group, LLC 0.13% New 4,406 $522K
Valeo Financial Advisors, LLC 0.01% Reduce -40.3% 4,396 $520K
Camelot Technology Advisors, Inc. 0.42% Reduce -0.1% 4,395 $520K
Evoke Wealth, LLC 0.01% No change 4,346 $514K
MRWM Advisors, LLC 0.29% No change 4,335 $513K
One Day In July LLC 0.04% Reduce -0.2% 4,331 $513K
University of Texas/Texas Am Investment Management Co. 0.07% Add +98.3% 4,304 $509K
BLB&B Advisors, LLC 0.02% Reduce -5.0% 4,276 $506K
McAdam, LLC 0.02% Add +28.9% 4,275 $506K
Brown Brothers Harriman & Co. 0.00% Reduce -24.6% 4,274 $506K
Cercano Management LLC 0.02% New 4,267 $505K
Lebenthal Global Advisors, LLC 0.09% Reduce -0.4% 4,227 $500K
Mission Wealth Management, LP 0.01% No change 4,208 $498K
Arrow Financial Corp 0.05% Reduce -10.5% 4,175 $494K
Xcel Wealth Management, LLC 0.13% Reduce -19.4% 4,159 $492K
Saxony Capital Management, LLC 0.32% New 4,155 $492K
Centennial Wealth Advisory LLC 0.14% Add +0.1% 4,142 $490K
WT Wealth Management 0.14% Reduce -10.6% 4,111 $487K
Americana Partners, LLC 0.01% No change 4,071 $482K
Charter Oak Capital Management, LLC 0.04% No change 4,017 $475K
Hourglass Capital, LLC 0.11% No change 4,000 $473K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -17.3% 3,996 $473K
Welch Group, LLC 0.02% Add +0.1% 3,985 $472K
Talisman Wealth Advisors LLC 0.39% Reduce -1.5% 3,928 $465K
Harvey Capital Management Inc. 0.10% No change 3,905 $462K
Eastern Bank 0.01% Reduce -2.9% 3,859 $457K
Chilton Capital Management LLC 0.02% Reduce -1.5% 3,826 $453K
Seven Springs Wealth Group, LLC 0.11% No change 3,813 $451K
Councilmark Asset Management, LLC 0.26% No change 3,800 $450K
FineMark National Bank & Trust 0.01% Add +1.3% 3,800 $450K
Ehrlich Financial Group 0.27% Reduce -0.6% 3,789 $449K
Arlington Capital Management, Inc. 0.29% Add +38.8% 3,782 $448K
MWA Asset Management 0.24% Add +0.3% 3,725 $441K
SOL Capital Management CO 0.04% No change 3,710 $439K
Richard W. Paul & Associates, LLC 0.15% Reduce -16.0% 3,707 $439K
Sagespring Wealth Partners, LLC 0.01% Add +2.0% 3,697 $438K
Main Street Financial Solutions, LLC 0.03% Add +75.5% 3,686 $436K
Engineers Gate Manager LP 0.00% Reduce -76.9% 3,639 $431K
Howe & Rusling Inc. 0.03% Add +174.9% 3,593 $425K
Axim Planning & Wealth 0.34% Reduce -2.0% 3,593 $425K
Amplius Wealth Advisors, LLC 0.04% Reduce -10.2% 3,571 $423K
Stenger Family Office, LLC 0.09% Add +6.9% 3,603 $422K
GWN Securities Inc. 0.10% Reduce -45.5% 3,509 $418K
First Wilshire Securities Management Inc. 0.11% No change 3,500 $414K
Compass Capital Management, Inc. 0.02% New 3,500 $414K
Maripau Wealth Management LLC 0.21% Add +40.4% 3,495 $414K
Prostatis Group LLC 0.10% Reduce -0.4% 3,477 $412K
Insigneo Advisory Services, LLC 0.03% Reduce -7.7% 3,452 $409K
Disciplined Investors, L.L.C. 0.29% Add +4.6% 3,448 $408K
Kingswood Wealth Advisors, LLC 0.02% Add +13.3% 3,431 $406K
Founders Financial Alliance, LLC 0.08% Add +105.2% 3,431 $406K
Certuity, LLC 0.03% Add +68.8% 3,422 $405K
Coyle Financial Counsel LLC 0.09% No change 3,413 $404K
Viawealth, LLC 0.22% No change 3,409 $404K
Iyo Bank, Ltd. 0.15% No change 3,398 $402K
Empowered Funds, LLC 0.00% New 3,387 $401K
Bokf, NA 0.01% Reduce -0.9% 3,368 $399K
ABLE Financial Group, LLC 0.09% Add +3.5% 3,367 $399K
Strategic Blueprint, LLC 0.02% Reduce -42.6% 3,341 $395K
Compound Planning, Inc. 0.01% Reduce -40.6% 3,336 $395K
Arlington Financial Advisors, LLC 0.06% No change 3,318 $393K
Provident Co of the Employees of the Hebrew University LTD 0.38% No change 3,254 $384K
Jaffetilchin Investment Partners, LLC 0.02% Add +16.3% 3,231 $382K
KDK Private Wealth Management, LLC 0.39% Reduce -4.0% 3,224 $382K
SkyOak Wealth, LLC 0.07% Reduce -0.8% 3,223 $382K
RMR Wealth Builders 0.03% Add +0.1% 3,200 $379K
Sage Capital Advisors,llc 0.09% No change 3,191 $378K
Wealthedge Investment Advisors, LLC 0.14% Reduce -10.0% 3,158 $374K
Triad Wealth Partners, LLC 0.05% New 3,156 $374K
Nadler Financial Group, Inc. 0.04% Add +1.3% 3,155 $373K
Intrepid Financial Planning Group LLC 0.14% Add +0.8% 3,146 $372K
Midwest Financial Group LLC 0.18% Add +0.2% 3,143 $372K
Journey Strategic Wealth LLC 0.01% Reduce -23.7% 3,137 $371K
Purkiss Capital Advisors LLC 0.18% Add +0.2% 3,115 $369K
Ring Mountain Capital, LLC 0.20% Reduce -4.0% 3,076 $364K
LPWM LLC 0.10% No change 3,074 $364K
Intrust Bank NA 0.03% Add +3.9% 3,056 $362K
Empower Advisory Group, LLC 0.00% Add +1.1% 3,041 $360K
Chilton Investment Co. Inc. 0.01% Add +3.8% 3,021 $358K
Fiduciary Alliance LLC 0.02% Add +1.4% 3,006 $356K
Abbot Financial Management, Inc. 0.15% Reduce -5.3% 3,005 $356K
TCFG Wealth Management, LLC 0.14% New 2,985 $353K
Severin Investments, LLC 0.31% Add +0.5% 2,951 $349K
Spartan Planning & Wealth Management 0.27% Reduce -3.2% 2,942 $348K
Tranquilli Financial Advisor LLC 0.21% Reduce -3.3% 2,934 $347K
Meridian Wealth Management, LLC 0.01% Reduce -0.3% 2,911 $345K
FCG Investment Co 0.16% Add +47.7% 2,909 $344K
Coordinated Financial Services, Inc. 0.22% New 2,903 $344K
Independent Advisor Alliance 0.01% Add +41.3% 2,883 $341K
Mitchell Sinkler & Starr 0.15% No change 2,850 $337K
First International Bank & Trust 0.12% No change 2,845 $337K
CHICAGO TRUST Co NA 0.05% No change 2,826 $335K
Acorns Advisers, LLC 0.00% Add +13.3% 2,823 $334K
Synovus Financial Corp. 0.00% Add +0.0% 2,798 $331K
Pinnacle Family Advisors, LLC 0.14% Reduce -2.1% 2,789 $330K
OneAscent Financial Services LLC 0.02% Reduce -30.2% 2,770 $328K
Nautilus Advisors LLC 0.22% No change 2,725 $323K
Duncker Streett & Co. Inc. 0.06% Reduce -0.1% 2,712 $321K
Tyche Wealth Partners LLC 0.06% Reduce -1.2% 2,692 $319K
St Germain D J Co. Inc. 0.01% Reduce -23.9% 2,689 $318K
Brady Family Wealth, LLC 0.10% No change 2,687 $318K
L & S Advisors Inc 0.03% No change 2,672 $316K
Richmond Investment Services, LLC 0.06% Reduce -23.8% 2,658 $315K
SC&H Financial Advisors, Inc. 0.05% No change 2,640 $312K
Sageworth Trust Co 0.01% New 2,634 $312K
Accel Wealth Management 0.09% No change 2,613 $309K
Icon Wealth Advisors, LLC 0.02% Add +0.8% 2,595 $307K
Caprock Group, LLC 0.01% — 2,745 $306K
Watts Gwilliam & Co., LLC 0.05% No change 2,571 $304K
Ironwood Financial, llc 0.05% Reduce -0.2% 2,547 $301K
Wealth Watch Advisors, INC 0.12% Reduce -7.8% 2,546 $301K
Vista Investment Management 0.10% No change 2,516 $298K
Obsidian Personal Planning Solutions LLC 0.10% No change 2,584 $297K
Cape Cod Five Cents Savings Bank 0.03% No change 3,256 $294K
New Millennium Group LLC 0.13% Reduce -95.3% 2,473 $293K
Byrne Asset Management LLC 0.21% Reduce -1.6% 2,463 $292K
Wealthspire Advisors, LLC 0.00% Add +20.9% 2,458 $291K
Tounjian Advisory Partners, LLC 0.10% Reduce -19.7% 2,454 $290K
CIBC Private Wealth Group LLC 0.00% Reduce -23.8% 2,452 $290K
Harbor Asset Planning, Inc. 0.26% Add +0.3% 2,433 $288K
Tranquility Partners, LLC 0.10% Add +19.5% 2,429 $288K
World Equity Group, Inc. 0.06% Add +9.8% 2,414 $286K
Intelligence Driven Advisers, LLC 0.04% Add +1.3% 2,409 $285K
Acropolis Investment Management, LLC 0.01% Add +37.5% 2,609 $283K
Narus Financial Partners, LLC 0.08% Add +4.6% 2,392 $283K
First National Trust Co 0.01% Add +1.4% 2,391 $283K
Sterling Investment Management, LLC 0.17% Reduce -5.0% 2,375 $281K
Interchange Capital Partners, LLC 0.06% Reduce -0.5% 2,372 $281K
BCS Wealth Management 0.06% No change 2,357 $279K
EverSource Wealth Advisors, LLC 0.01% Add +5.4% 2,356 $279K
Acute Investment Advisory, LLC 2.33% Reduce -14.7% 2,342 $277K
Three Bridge Wealth Advisors, LLC 0.07% Reduce -0.3% 2,338 $277K
Montecito Bank & Trust 0.04% — 2,318 $274K
Kovack Advisors, Inc. 0.03% Reduce -13.4% 2,316 $274K
InTrack Investment Management Inc 0.16% Reduce -1.4% 2,310 $273K
Brooklyn Investment Group 0.04% Add +833.1% 2,538 $273K
BBR Partners, LLC 0.02% New 2,300 $272K
Rwa Wealth Partners, LLC 0.00% Add +15.7% 2,289 $271K
Debussy Capital Management LP 0.04% Reduce -4.3% 2,287 $271K
Strategic Investment Advisors / MI 0.02% Reduce -94.4% 147 $270K
NWF Advisory Services Inc. 0.03% Add +12.6% 2,283 $270K
YHB Investment Advisors, Inc. 0.02% Add +0.5% 2,282 $270K
Private Client Services, LLC 0.09% Add +0.5% 2,275 $269K
Kanawha Capital Management LLC 0.02% No change 2,270 $269K
MGB Wealth Management, LLC 0.07% Reduce -0.7% 2,244 $266K
Juncture Wealth Strategies, LLC 0.09% Add +7.1% 2,235 $265K
Alteri Wealth LLC 0.09% Reduce -4.9% 2,221 $263K
Crestwood Advisors Group, LLC 0.00% Reduce -4.8% 2,218 $263K
Aries Wealth Management 0.06% No change 2,209 $261K
Atala Financial Inc 0.16% New 2,925 $261K
Sovereign Financial Group, Inc. 0.05% New 2,174 $257K
Facet Wealth, Inc. 0.01% New 2,162 $256K
One Capital Management, LLC 0.01% Add +2.4% 2,155 $255K
Chicago Partners Investment Group LLC 0.01% Add +2.2% 2,170 $253K
First Manhattan Co. Llc. 0.00% New 2,135 $253K
Quartz Partners, LLC 0.09% Reduce -86.5% 2,132 $252K
Signaturefd, LLC 0.00% Add +1.3% 2,127 $252K
Harmony Asset Management LLC 0.09% Reduce -10.6% 2,120 $251K
Pinnacle Financial Partners Inc 0.01% No change 2,116 $250K
QRG Capital Management, Inc. 0.00% Reduce -76.7% 2,112 $250K
Meridian Financial Advisors, LLC 0.14% No change 2,100 $249K
Veltria Advisors Corp. 1.08% No change 2,079 $246K
Kennicott Capital Management LLC 0.12% No change 2,077 $246K
Canopy Partners, LLC 0.08% No change 2,074 $246K
Farmers Trust Co. 0.04% No change 2,065 $244K
Cornerstone Wealth Management, LLC 0.01% Reduce -13.7% 2,063 $244K
Wetzel Investment Advisors, Inc. 0.10% Reduce -6.7% 2,059 $244K
CRA Financial Services, LLC 0.03% Reduce -6.8% 2,053 $243K
MFG Wealth Management, Inc. 0.18% New 2,047 $242K
Lake Street Private Wealth, LLC 0.03% Add +0.1% 2,040 $241K
GC Wealth Management RIA, LLC 0.01% New 2,039 $241K
Well Done, LLC 0.04% New 2,038 $241K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -87.4% 2,010 $238K
Silverlake Wealth Management LLC 0.06% Reduce -72.5% 2,006 $237K
Strategic Advisors LLC 0.04% No change 2,003 $237K
Gruss & Co., LLC 0.62% New 2,000 $237K
Graves Light Lenhart Wealth, Inc. 0.03% No change 1,998 $237K
Allworth Financial LP 0.00% Add +19.9% 1,995 $236K
Y.D. More Investments Ltd 0.01% Reduce -25.9% 2,000 $236K
PBMares Wealth Management LLC 0.04% New 1,992 $236K
Aptus Capital Advisors, LLC 0.00% Reduce -40.6% 1,989 $235K
tru Independence LLC 0.06% Add +0.3% 1,987 $235K
W.H. Cornerstone Investments Inc. 0.14% Add +0.3% 1,983 $235K
Accurate Wealth Management, LLC 0.03% New 2,037 $233K
Credit Agricole S A 0.00% — 1,967 $233K
Atlanta Consulting Group Advisors, LLC 0.06% No change 1,960 $232K
JFS Wealth Advisors, LLC 0.01% Add +413.9% 1,958 $232K
Safeguard Investment Advisory Group, LLC 0.06% Add +1.6% 1,956 $232K
Brandywine Oak Private Wealth LLC 0.02% Reduce -0.1% 1,943 $230K
2UniFi Bank 0.11% No change 1,937 $229K
Rosenberg Matthew Hamilton 0.05% No change 1,930 $228K
Broadleaf Partners, LLC 0.05% No change 1,924 $228K
Optivise Advisory Services LLC 0.14% Add +0.1% 1,919 $227K
CVA Family Office, LLC 0.03% Add +4.3% 1,918 $227K
Patron Partners, LLC 0.10% Reduce -0.4% 1,900 $225K
Managed Asset Portfolios, LLC 0.03% Reduce -56.6% 1,897 $225K
Central Valley Advisors, LLC 0.07% Reduce -8.4% 1,886 $223K
GPS Wealth Strategies Group, LLC 0.02% Add +5.8% 1,883 $223K
FSM Wealth Advisors, LLC 0.03% No change 1,876 $222K
Orca Investment Management, LLC 0.18% No change 1,875 $222K
Dopkins Wealth Management, LLC 0.09% No change 1,868 $221K
Caldwell Sutter Capital, Inc. 0.09% No change 1,862 $220K
Coldstream Capital Management Inc. 0.00% Reduce -20.6% 1,859 $220K
Cornerstone Wealth Group, LLC 0.01% Reduce -10.0% 1,855 $220K
Cape Ann Savings Bank 0.12% New 1,832 $217K
M.E. Allison & Co., Inc. 0.15% New 1,818 $215K
LBMC Investment Advisors, LLC 0.01% New 1,815 $215K
Addison Advisors LLC 0.05% No change 1,813 $215K
Collaborative Wealth Managment Inc. 0.09% Reduce -23.1% 1,812 $215K
Bank of New Hampshire 0.05% No change 1,811 $214K
IFS Group,LLC 0.19% — 1,834 $214K
Asset Management One Co., Ltd. 0.00% Add +21.9% 1,808 $214K
Trexquant Investment LP 0.00% Reduce -70.8% 1,806 $214K
Colonial River Investments, LLC 0.08% New 1,798 $213K
Blackston Financial Advisory Group, LLC 0.13% New 1,793 $212K
Independence Bank of Kentucky 0.03% Add +22.2% 1,774 $210K
Gray Private Wealth, LLC 0.11% New 1,760 $208K
Clark Capital Management Group, Inc. 0.00% New 1,755 $208K
James J. Burns & Company, LLC 0.03% Reduce -20.4% 1,754 $208K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -85.1% 1,754 $208K
Ogorek Anthony Joseph /NY/ 0.06% Add +0.3% 1,755 $207K
Smartleaf Asset Management LLC 0.01% Reduce -27.6% 1,746 $207K
Vantage Financial Partners, LLC 0.04% New 1,744 $206K
Chemistry Wealth Management LLC 0.04% New 1,715 $203K
KWB Wealth 0.02% Reduce -52.9% 1,864 $202K
Savvy Advisors, Inc. 0.01% New 1,709 $202K
Parallel Advisors, LLC 0.00% Add +7.0% 1,686 $200K
GAMMA Investing LLC 0.01% Add +2.3% 1,667 $197K
Private Wealth Asset Management, LLC 0.02% No change 1,665 $197K
UMB Bank, n.a. 0.00% No change 1,556 $184K
Activest Wealth Management 0.04% Reduce -65.8% 1,537 $182K
Key Financial Inc 0.03% Add +140.0% 1,495 $174K
Ameritas Advisory Services, LLC 0.01% Add +38.5% 1,446 $171K
Colonial Trust Advisors 0.01% Reduce -12.4% 1,430 $169K
Plante Moran Financial Advisors, LLC 0.01% No change 1,404 $166K
MV Capital Management, Inc. 0.02% No change 1,386 $164K
Armstrong Advisory Group, Inc. 0.01% Add +46.5% 1,332 $158K
Raffa Wealth Management, LLC 0.03% Reduce -41.9% 1,328 $157K
Turning Point Benefit Group, Inc. 0.09% New 1,339 $156K
Avion Wealth 0.03% No change 1,311 $155K
Scarborough Advisors, LLC 0.03% Reduce -0.7% 1,280 $151K
Franklin Resources Inc. 0.00% No change 1,269 $150K
Jackson Hole Capital Partners, LLC 0.03% Reduce -3.7% 1,266 $150K
Lanark Financial, Inc. 0.01% Reduce -2.5% 1,224 $145K
Cornerstone Planning Group LLC 0.02% Add +17.3% 1,244 $142K
Webster Bank, N. A. 0.01% Add +4.5% 1,165 $138K
Clearstead Advisors, LLC 0.00% No change 1,146 $136K
Signature Resources Capital Management, LLC 0.07% No change 1,116 $132K
SJS Investment Consulting Inc. 0.02% Add +370.0% 1,095 $130K
SYM FINANCIAL Corp 0.01% No change 1,082 $128K
Banque Cantonale Vaudoise 0.00% Reduce -1.0% 1,053 $125K
Tortoise Investment Management, LLC 0.01% Add +21.8% 974 $115K
Financial Consulate, Inc. 0.02% New 961 $114K
Winch Advisory Services, LLC 0.03% Add +0.3% 956 $113K
Macquarie Group Ltd. 0.00% New 952 $113K
Investors Research Corp 0.02% No change 951 $113K
Aventura Private Wealth, LLC 0.04% No change 948 $112K
Bangor Savings Bank 0.01% No change 931 $110K
Ancora Advisors LLC 0.00% No change 861 $102K
HHM Wealth Advisors, LLC 0.01% No change 851 $101K
Paladin Advisory Group, LLC 0.07% No change 807 $96K
Avalon Trust Co 0.01% New 807 $96K
Parkside Financial Bank & Trust 0.01% Reduce -11.3% 802 $95K
LFA - Lugano Financial Advisors SA 0.05% No change 801 $95K
First Community Trust NA 0.07% No change 794 $94K
Barnes Dennig Private Wealth Management LLC 0.09% Add +44.3% 743 $88K
Provident Wealth Management, LLC 0.03% No change 711 $84K
Godsey & Gibb, Inc. 0.01% Add +45.3% 683 $81K
Comprehensive Financial Planning, Inc. 0.05% Add +0.3% 674 $80K
Integrity Financial Corp 0.04% Add +13.6% 626 $74K
ORG Partners LLC 0.01% Add +0.3% 582 $70K
Concord Wealth Partners 0.01% No change 585 $69K
Valley Wealth Managers, Inc. 0.00% No change 576 $68K
Glen Eagle Advisors, LLC 0.01% Add +159.1% 570 $67K
Medallion Wealth Advisors, LLC 0.02% Reduce -39.0% 568 $67K
Missouri Trust & Investment Co 0.02% No change 562 $67K
Community Bank, N.A. 0.01% Add +284.9% 535 $63K
Wilmington Savings Fund Society, FSB 0.00% Reduce -93.9% 519 $61K
Capital Investment Advisory Services, LLC 0.00% No change 512 $61K
SBI Securities Co., Ltd. 0.00% Add +18.1% 502 $59K
Aventus Investment Advisors, Inc. 0.05% New 500 $59K
West Branch Capital LLC 0.02% No change 499 $59K
Capital Analysts, LLC 0.00% Add +0.2% 503 $59K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 495 $59K
Farmers & Merchants Investments Inc. 0.00% Reduce -46.5% 495 $59K
Sage Mountain Advisors LLC 0.00% Reduce -11.7% 493 $58K
Nemes Rush Group LLC 0.01% Add +32.1% 486 $58K
Register Financial Advisors LLC 0.02% No change 467 $55K
Optiver Holding B.V. 0.00% Reduce -29.3% 450 $53K
Strategic Wealth Partners, Ltd. 0.00% Reduce -85.4% 438 $52K
BankPlus Trust Department 0.01% No change 435 $51K
Westside Investment Management, Inc. 0.01% Add +11.2% 396 $46K
Truvestments Capital LLC 0.01% Reduce -17.2% 390 $46K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 389 $46K
Gladwyn Financial Advisors, Inc. 0.03% New 388 $46K
SouthState Bank Corp 0.00% Reduce -4.7% 384 $45K
Birchbrook, Inc. 0.02% No change 378 $45K
Harbor Investment Advisory, LLC 0.00% Reduce -1.8% 377 $45K
Roxbury Financial LLC 0.04% Add +0.3% 376 $45K
Hantz Financial Services, Inc. 0.00% Add +137.4% 368 $44K
Transce3nd, LLC 0.39% Reduce -85.2% 688 $44K
Crewe Advisors LLC 0.00% Add +304.4% 368 $44K
MCF Advisors LLC 0.00% No change 356 $42K
Grove Bank & Trust 0.00% Add +12.4% 300 $36K
American National Bank & Trust 0.00% No change 300 $36K
Arlington Trust Co LLC 0.01% No change 290 $34K
NFSG Corp 0.01% No change 287 $34K
Red Tortoise LLC 0.01% Add +0.4% 277 $33K
Greykasell Wealth Strategies, Inc. 0.01% New 268 $32K
Delta Asset Management LLC 0.00% No change 263 $31K
First Command Advisory Services, Inc. 0.00% Add +50.0% 255 $30K
Anchor Investment Management, LLC 0.00% Reduce -16.7% 250 $30K
WPG Advisers, LLC 0.02% No change 249 $30K
Reyes Financial Architecture, Inc. 0.02% Reduce -99.4% 243 $29K
Solstein Capital, LLC 0.01% No change 243 $29K
Biltmore Family Office, LLC 0.00% New 241 $29K
Archer Investment Corp 0.01% Add +0.4% 233 $28K
Rice Partnership, LLC 0.00% Reduce -60.0% 233 $28K
Steigerwald, Gordon & Koch Inc. 0.00% New 227 $27K
Financial Life Planners 0.02% New 226 $27K
Smallwood Wealth Investment Management, LLC 0.01% No change 226 $27K
Salem Investment Counselors Inc. 0.00% Add +12.8% 221 $26K
Bogart Wealth, LLC 0.00% No change 215 $25K
Mark Sheptoff Financial Planning, LLC 0.01% No change 214 $25K
Sound Income Strategies, LLC 0.00% Reduce -21.9% 218 $25K
Ameritas Investment Partners, Inc. 0.00% No change 210 $25K
Balentine LLC 0.00% No change 200 $24K
Oakworth Capital, Inc. 0.00% No change 185 $22K
Pacific Center for Financial Services 0.01% No change 180 $21K
Root Financial Partners, LLC 0.00% New 179 $21K
Versant Capital Management, Inc 0.00% No change 176 $21K
Heartwood Wealth Advisors LLC 0.00% New 174 $21K
Provenance Wealth Advisors, LLC 0.00% No change 173 $20K
McIlrath & Eck, LLC 0.00% No change 172 $20K
Caitlin John, LLC 0.01% New 162 $19K
Kilter Group LLC 0.01% No change 162 $19K
MassMutual Private Wealth & Trust, FSB 0.00% No change 158 $19K
Costello Asset Management, INC 0.01% New 150 $18K
Glassman Wealth Services 0.00% No change 150 $18K
Johnson Financial Group, Inc. 0.00% No change 148 $18K
Valley National Advisers Inc. 0.00% Add +23.5% 147 $17K
GGM Financial LLC 0.01% New 138 $16K
Trust Co. of Toledo NA 0.00% No change 136 $16K
Phillips Financial Management, LLC 0.00% New 135 $16K
Park Square Financial Group, LLC 0.06% Reduce -71.3% 125 $15K
United Community Bank 0.00% No change 124 $15K
Abich Financial Wealth Management LLC 0.01% — 123 $15K
Family Manage LLC 0.00% No change 123 $15K
Curat Global, LLC 0.01% No change 122 $14K
Dunhill Financial, LLC 0.00% New 117 $14K
Eukles Asset Management 0.01% Add +70.2% 114 $13K
Barrett & Company, Inc. 0.00% No change 114 $13K
Wagner Wealth Management, LLC 0.00% No change 114 $13K
Atlantic Union Bankshares Corp 0.00% Add +8.9% 110 $13K
Financial Connections Group, Inc. 0.01% No change 115 $13K
Weaver Capital Management LLC 0.00% Reduce -0.9% 109 $13K
New England Capital Financial Advisors LLC 0.01% No change 103 $12K
Brown, Lisle/Cummings, Inc. 0.00% No change 100 $12K
IAG Wealth Partners, LLC 0.00% No change 100 $12K
Central Pacific Bank - Trust Division 0.00% No change 94 $11K
Founders Capital Management 0.01% Reduce -61.7% 93 $11K
Covestor Ltd 0.01% Add +12.9% 96 $11K
Orion Capital Management LLC 0.00% New 83 $10K
Citizens National Bank Trust Department 0.00% No change 83 $10K
Providence Capital Advisors, LLC 0.00% No change 83 $10K
City Holding Co. 0.00% No change 80 $9K
Federated Hermes, Inc. 0.00% New 77 $9K
Cape Investment Advisory, Inc. 0.01% No change 70 $8K
N.E.W. Advisory Services LLC 0.00% No change 68 $8K
Tower View Wealth Management LLC 0.00% No change 68 $8K
Logan Capital Management Inc. 0.00% No change 67 $8K
Park Place Capital Corp 0.00% Reduce -46.0% 67 $8K
Asset Dedication, LLC 0.00% New 61 $7K
Crowley Wealth Management, Inc. 0.01% New 60 $7K
First PREMIER Bank 0.00% Reduce -6.1% 62 $7K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -81.9% 54 $6K
Gold Investment Management Ltd. 0.00% No change 50 $6K
Legacy Wealth Managment, LLC 0.00% Reduce -51.5% 49 $6K
United Financial Planning Group LLC 0.00% — 46 $5K
Tidemark, LLC 0.00% No change 46 $5K
Daiwa Securities Group Inc. 0.00% Add +4.8% 44 $5K
Rothschild Investment LLC 0.00% New 41 $5K
Millstone Evans Group, LLC 0.00% No change 40 $5K
Legacy Bridge, LLC 0.00% No change 37 $4K
Palumbo Wealth Management LLC 0.00% New 123,809 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 32 $4K
Tsfg, LLC 0.00% Add +3.2% 32 $4K
Private Wealth Management Group, LLC 0.00% New 30 $4K
Bulwark Capital Corp 0.00% No change 30 $4K
Wolff Wiese Magana LLC 0.00% No change 29 $3K
Financially Speaking Inc 0.00% Reduce -99.9% 28 $3K
Cranbrook Wealth Management, LLC 0.00% Add +25.0% 25 $3K
JNBA Financial Advisors 0.00% No change 23 $3K
DecisionPoint Financial, LLC 0.00% New 22 $3K
Rakuten Securities, Inc. 0.00% Add +100.0% 20 $2K
Nvwm, LLC 0.00% No change 20 $2K
TD Private Client Wealth LLC 0.00% No change 20 $2K
Ballast Advisors LLC 0.00% New 19 $2K
WealthShield Partners, LLC 0.00% Reduce -32.1% 19 $2K
Financial Network Wealth Advisors LLC 0.00% New 16 $2K
Compass Financial Services Inc 0.00% No change 10 $1K
Bridge Generations Wealth Management LLC 0.00% No change 10 $1K
Global Wealth Strategies & Associates 0.00% No change 10 $1K
Rise Advisors, LLC 0.00% Reduce -74.3% 9 $1K
Resources Management Corp. /CT/ 0.00% No change 10 $1K
Bernard Wealth Management Corp. 0.00% New 8 $947
Raleigh Capital Management Inc. 0.00% No change 1 $164
Kiker Wealth Management, LLC 0.00% New 1 $118

"% 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.