SS Comm Select Sector SPDRXLCETF

13F holders, Q2 2026 (June 30)
1,163holders −27
99new positions
115sold out
8famous investors
$107.21avg. 13F price*

At the end of Q2 2026, 1,163 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, down 27 from Q1 2026. 99 opened new positions and 115 sold out. The largest holders were Bank of America Corp. ($4.7B), JPMorgan Chase & Co. ($1.3B) and Morgan Stanley ($826.3M). 8 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions99$704.5M
Exits115$592.1M

All 13F filers, Q1 2026 → Q2 2026: 16,788,006 shares bought and 21,705,951 shares sold, net −4,917,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,163 holders

Bank of America Corp. 0.31% Add +0.7% 44,248,852 $4.7B
JPMorgan Chase & Co. 0.07% Reduce -0.1% 11,603,642 $1.3B
Morgan Stanley 0.04% Add +0.2% 7,712,820 $826.3M
Wells Fargo & Company 0.12% Reduce -17.0% 6,299,359 $674.9M
UBS Group AG 0.10% Add +6.4% 5,789,466 $620.2M
Raymond James Financial Inc. 0.15% Reduce -10.5% 5,095,329 $545.9M
Squarepoint Ops LLC 1.02% New 4,852,366 $519.8M
Envestnet Asset Management Inc. 0.12% Reduce -27.2% 4,775,328 $511.6M
LPL Financial LLC 0.10% Reduce -12.2% 4,056,559 $434.6M
Focus Partners Wealth 0.43% Reduce -19.1% 3,930,797 $421.1M
Ameriprise Financial Inc. 0.08% Add +12.2% 3,863,974 $414.0M
Migdal Insurance & Financial Holdings Ltd. 2.34% Add +23.7% 3,407,164 $365.0M
Janney Montgomery Scott LLC 0.64% Reduce -16.5% 3,098,831 $332.0M
Barclays PLC 0.10% Add +22.6% 2,823,156 $302.4M
Truist Financial Corp. 0.36% Reduce -20.6% 2,779,788 $297.8M
Meitav Investment House Ltd. 1.74% Reduce -23.8% 2,416,041 $258.8M
Nissay Asset Management Corp. /Japan 1.01% Add +32.2% 2,222,268 $238.1M
Goldman Sachs Group Inc. 0.02% Add +38.5% 2,216,190 $237.4M
WestEnd Advisors, LLC 5.26% Reduce -22.4% 2,203,231 $236.0M
BNP Paribas Financial Markets 0.10% Add +5.4% 1,834,456 $196.5M
PGIM Custom Harvest LLC 2.21% Reduce -0.1% 1,644,665 $176.2M
Foundations Investment Advisors, LLC 1.77% Add +26.8% 1,602,607 $171.7M
Royal Bank of Canada 0.03% Add +2.3% 1,465,615 $157.0M
Menora Mivtachim Holdings LTD. 0.60% Add +0.6% 1,423,825 $152.5M
Osaic Holdings, Inc. 0.17% Reduce -0.3% 1,354,417 $145.1M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.3% 1,350,002 $144.6M
J.Safra Asset Management Corp 4.37% Reduce -0.7% 886,360 $95.0M
Northern Trust Corp. 0.01% Add +1.4% 868,865 $93.1M
Agf Management Ltd. 0.36% Reduce -0.4% 867,312 $92.9M
SRB Corp. 4.61% No change 800,774 $85.8M
Victory Capital Management Inc. 0.05% Reduce -20.8% 782,282 $83.8M
Signature Estate & Investment Advisors LLC 1.50% Add +97.7% 777,182 $83.3M
Clal Insurance Enterprises Holdings Ltd 0.36% Add +85.9% 742,100 $79.5M
Capital Investment Advisors, LLC 1.03% Add +4.2% 730,009 $78.2M
Horizon Investments, LLC 0.81% Add +139.7% 692,697 $74.2M
Donaldson Capital Management, LLC 2.10% Reduce -40.1% 684,191 $73.3M
Cetera Investment Advisers 0.07% Reduce -8.4% 682,235 $73.1M
Phoenix Financial Ltd. 0.50% Reduce -0.6% 681,182 $73.0M
Qube Research & Technologies Ltd 0.08% Add +6922.6% 632,315 $67.7M
D. E. Shaw & Co. 0.04% Add +201.2% 626,578 $67.1M
Stifel Financial Corp. 0.05% Reduce -13.7% 608,503 $65.2M
Fisher Asset Management 0.02% Reduce -2.1% 600,313 $64.3M
RiverFront Investment Group, LLC 0.77% Reduce -0.1% 543,743 $58.3M
Captrust Financial Advisors 0.09% Add +53.0% 519,179 $55.6M
Main Management LLC 3.71% Reduce -27.1% 515,641 $55.2M
KCM Investment Advisors LLC 1.62% Add +1.6% 505,901 $54.2M
Moss Adams Wealth Advisors LLC 3.38% Add +4.1% 504,352 $54.0M
Natixis 0.25% No change 493,441 $52.9M
Caisse de depot et placement du Quebec 0.07% Add +354.6% 484,144 $51.9M
Jane Street Group, LLC 0.03% New 482,304 $51.7M
Baltimore-Washington Financial Advisors, Inc. 1.84% Reduce -6.7% 458,287 $49.1M
Kingsview Wealth Management, LLC 0.58% Add +9.2% 446,497 $47.8M
Exchange Traded Concepts, LLC 0.24% Add +92835.6% 444,232 $47.6M
HighTower Advisors, LLC 0.05% Add +2.1% 440,017 $47.1M
Oppenheimer Asset Management Inc. 0.48% Add +10.7% 426,990 $45.7M
Bank of Montreal 0.02% Reduce -1.2% 418,959 $44.9M
Rockefeller Capital Management L.P. 0.07% Reduce -4.4% 412,168 $44.2M
Mercer Global Advisors Inc. 0.05% Add +15.3% 402,704 $43.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.90% Reduce -39.0% 390,521 $41.8M
Assetmark, Inc. 0.07% Reduce -15.0% 380,200 $40.7M
Susquehanna International Group, LLP 0.03% Add +404.4% 366,545 $39.3M
Analyst IMS Investment Management Services Ltd. 0.87% Add +37.0% 347,509 $37.2M
State Street Corp. 0.00% Reduce -48.8% 331,706 $35.5M
Gerber Kawasaki Wealth & Investment Management 0.94% Add +8.0% 329,736 $35.3M
Advisory Alpha, LLC 0.86% Reduce -1.2% 326,682 $35.0M
BlackRock, Inc. 0.00% Reduce -76.5% 320,024 $34.3M
Affinity Wealth Management LLC 4.22% Add +1.4% 305,887 $32.8M
Fifth Third Bancorp 0.05% Reduce -7.0% 305,275 $32.7M
AE Wealth Management LLC 0.15% Add +7.2% 297,186 $31.8M
Van Eck Associates Corp. 0.02% Add +48.9% 281,840 $30.2M
Citigroup Inc. 0.01% Add +4.8% 278,535 $29.8M
Thrivent Financial for Lutherans 0.05% Reduce -34.5% 271,358 $29.1M
Sanctuary Advisors, LLC 0.13% Add +12.7% 265,702 $28.5M
Private Advisor Group, LLC 0.13% Reduce -21.0% 262,124 $28.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +18.5% 246,806 $26.4M
Asset Advisors Investment Management, LLC 2.39% Reduce -1.7% 242,648 $26.0M
Galvin, Gaustad & Stein, LLC 1.91% Add +5.7% 238,547 $25.6M
IMZ Advisory Inc 7.89% Add +10.3% 232,536 $24.9M
Comprehensive Wealth Management, LLC 11.22% Add +12.8% 229,179 $24.6M
Krilogy Financial LLC 0.71% Reduce -2.9% 224,944 $24.1M
MML Investors Services, LLC 0.05% Reduce -36.9% 224,170 $24.0M
Impact Partnership Wealth, LLC 2.33% Add +11803.1% 223,779 $24.0M
New York Life Investment Management LLC 0.17% Add +55.9% 223,166 $23.9M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.12% No change 221,100 $23.7M
Evolution Wealth Advisors, LLC 2.69% Add +0.7% 214,679 $23.0M
Balyasny Asset Management L.P. 0.04% New 214,642 $23.0M
Itau Unibanco Holding S.A. 0.44% Reduce -13.6% 208,949 $22.4M
NewEdge Advisors, LLC 0.06% Reduce -2.8% 200,007 $21.4M
TCV Trust & Wealth Management, Inc. 1.60% Reduce -0.3% 197,405 $21.1M
Theory Financial LLC 6.65% Add +6.0% 197,004 $21.1M
Swan Global Investments, LLC 0.96% Add +0.3% 196,236 $21.0M
Cerity Partners LLC 0.02% Reduce -12.6% 191,862 $20.6M
Peapack Gladstone Financial Corp. 0.24% Reduce -0.8% 191,121 $20.5M
Commonwealth Equity Services, LLC 0.03% Reduce -2.6% 189,717 $20.3M
Capula Management Ltd 0.09% Add +190.2% 189,487 $20.3M
Point72 Asset Management 0.03% Add +110.7% 188,394 $20.2M
Concurrent Investment Advisors, LLC 0.17% Reduce -7.3% 185,606 $19.9M
Ashton Thomas Private Wealth, LLC 0.41% Add +108.5% 185,280 $19.8M
Virtu Financial LLC 0.61% Add +518.2% 179,717 $19.3M
Stillwater Capital Advisors, LLC 1.93% Reduce -0.2% 176,376 $18.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.77% Reduce -61.9% 175,090 $18.8M
Miller Investment Management, LP 1.68% Add +1.9% 171,942 $18.4M
Bellwether Advisors, LLC 2.71% Add +56.9% 170,958 $18.3M
Jones Financial Companies LLLP 0.01% Add +7.6% 169,217 $18.0M
Trek Financial, LLC 0.87% Add +3.3% 164,010 $17.6M
EP Wealth Advisors, LLC 0.07% Reduce -5.8% 162,071 $17.4M
HighPoint Advisor Group LLC 0.61% Add +3.4% 161,567 $17.3M
PNC Financial Services Group, Inc. 0.01% Reduce -18.8% 160,776 $17.2M
Peak Retirement Planning, Inc. 2.64% Add +34.6% 155,779 $16.7M
Clarity Financial LLC 1.41% Add +1.7% 153,930 $16.5M
DAVENPORT & Co LLC 0.08% Reduce -9.2% 153,066 $16.4M
WBH Advisory Inc. 1.09% Add +0.8% 151,813 $16.3M
Jupiter Topco LLC 0.01% — 150,686 $16.1M
Horizon Wealth Management, LLC 2.06% Add +9.0% 150,463 $16.1M
Innealta Capital, LLC 8.47% No change 148,093 $15.9M
Millennium Management 0.01% Add +345.4% 148,060 $15.9M
First Interstate Bank 0.83% Add +0.8% 147,712 $15.8M
Ayalon Insurance Comp Ltd. 1.93% Reduce -41.3% 146,776 $15.7M
Petredis Investment Advisors LLC 1.06% Reduce -0.3% 146,232 $15.7M
Spire Wealth Management 0.46% Reduce -7.0% 143,550 $15.4M
IMC-Chicago, LLC 0.13% New 132,937 $14.2M
Park Avenue Securities LLC 0.09% Reduce -23.4% 132,034 $14.1M
Diversified Enterprises, LLC 0.68% Add +0.1% 131,656 $14.1M
SIH Partners, LLLP 0.59% New 131,076 $14.0M
&partners 0.06% Reduce -2.0% 130,531 $14.0M
MAI Capital Management 0.05% Add +15.4% 127,793 $13.7M
United Capital Financial Advisors, LLC 0.07% Add +0.0% 122,611 $13.1M
Pinnacle Associates Ltd. 0.14% Reduce -0.4% 120,657 $12.9M
Venture Visionary Partners LLC 0.36% Add +1.8% 120,386 $12.9M
Foguth Wealth Management, LLC. 1.46% Add +28.2% 116,182 $12.9M
US Bancorp \de 0.01% Add +3.1% 119,968 $12.9M
Spinnaker Trust 0.62% Reduce -7.9% 119,938 $12.8M
CMH Wealth Management LLC 1.95% Add +2.3% 119,407 $12.8M
Vickerman Investment Advisors, Inc. 2.44% Add +4.5% 117,281 $12.6M
Prosperity Consulting Group, LLC 0.47% Reduce -5.1% 115,426 $12.4M
Bank Hapoalim BM 0.84% Reduce -15.4% 114,535 $12.3M
RFG Advisory, LLC 0.19% Reduce -2.3% 113,014 $12.1M
CoreCap Advisors, LLC 0.35% Add +1.0% 111,638 $12.0M
WINTON GROUP Ltd 0.38% New 110,713 $11.9M
Kestra Advisory Services, LLC 0.04% Reduce -4.1% 110,146 $11.8M
Steward Partners Investment Advisory, LLC 0.06% Add +6.0% 108,591 $11.6M
Vestmark Advisory Solutions, Inc. 0.11% Add +6.2% 107,996 $11.6M
Allspring Global Investments Holdings, LLC 0.02% Add +24.1% 104,219 $11.4M
Baird Financial Group, Inc. 0.02% Reduce -0.1% 105,350 $11.3M
Equitable Holdings, Inc. 0.06% Reduce -14.8% 101,471 $10.9M
O'shaughnessy Asset Management, LLC 0.05% Reduce -20.2% 101,409 $10.9M
Bar Harbor Wealth Management 0.58% Add +0.5% 101,272 $10.8M
AdvisorNet Financial, Inc 0.49% Add +26.9% 100,562 $10.8M
CWA Asset Management Group, LLC 0.33% Reduce -0.3% 100,543 $10.8M
Conservest Capital Advisors, Inc. 0.85% Add +7.1% 100,180 $10.7M
Corient Private Wealth LP 0.01% Reduce -19.4% 98,968 $10.6M
Mariner, LLC 0.01% Reduce -23.9% 98,696 $10.6M
Sava Penzisko Drushtvo A.D. Skopje 2.75% Reduce -49.4% 51,575 $10.3M
Winthrop Capital Management, LLC 2.44% Add +1.2% 94,229 $10.1M
Simon Quick Advisors, LLC 0.40% Add +2.0% 92,192 $9.9M
Benjamin Edwards Inc. 0.09% Reduce -37.2% 91,923 $9.8M
Signal Advisors Wealth, LLC 0.52% Add +20.1% 91,830 $9.8M
Martin & Co. Inc. 1.50% Reduce -0.1% 89,760 $9.6M
Carnegie Investment Counsel 0.19% Add +2.4% 88,410 $9.5M
McCollum Christoferson Group LLC 2.74% Reduce -3.3% 104,120 $9.4M
Biltmore Wealth Management, LLC 2.94% Add +3.6% 88,050 $9.4M
3EDGE Asset Management, LP 0.42% Add +71.8% 87,412 $9.4M
Alliancebernstein L.P. 0.00% Add +2999.3% 83,186 $9.2M
Robertson Stephens Wealth Management, LLC 0.23% Reduce -1.0% 85,996 $9.2M
Dakota Wealth Management 0.17% Reduce -0.9% 84,250 $9.0M
Kwmg, LLC 0.65% Add +9.3% 83,423 $8.9M
Compass Financial Management LLC 1.09% — 82,605 $8.9M
Gotham Asset Management 0.02% Add +916.9% 82,523 $8.8M
Schmidt P J Investment Management Inc. 1.37% Add +2.2% 82,159 $8.8M
FMR LLC 0.00% Add +4.7% 79,252 $8.5M
AQR Capital Management 0.00% Add +30.1% 78,519 $8.4M
Trilogy Capital Inc. 0.33% Reduce -54.0% 78,078 $8.4M
Harbour Trust & Investment Management Co 0.80% Reduce -2.7% 77,603 $8.3M
Atlas Capital Advisors Inc. 0.91% Reduce -6.1% 77,321 $8.3M
Cullen Capital Management, LLC 0.08% Add +1199.3% 76,370 $8.2M
Old National Bancorp 0.16% Reduce -3.3% 76,063 $8.1M
Global Retirement Partners, LLC 0.12% — 75,218 $8.1M
Brookstone Capital Management 0.08% Add +17.0% 74,813 $8.0M
SBI Okasan Asset Management Co.Ltd. 0.26% Add +51.2% 73,615 $7.9M
Atria Investments, Inc 0.08% Reduce -10.3% 74,016 $7.9M
Centaurus Financial, Inc. 0.31% Add +1.4% 73,479 $7.9M
Premier Path Wealth Partners, LLC 0.90% Reduce -0.5% 72,894 $7.8M
Keystone Global Partners, LLC 2.94% Add +9.9% 72,244 $7.7M
Creative Planning 0.00% Reduce -1.9% 71,346 $7.6M
Quantinno Capital Management LP 0.01% Reduce -6.2% 71,012 $7.6M
Orange Investment Advisors, Inc. 0.92% Add +4.2% 70,666 $7.6M
Private Wealth Advisors, LLC 2.24% Add +458.8% 69,986 $7.5M
Integrated Wealth Concepts LLC 0.05% Add +16.0% 69,125 $7.4M
Founders Financial Securities LLC 0.38% Reduce -0.9% 68,470 $7.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +26.7% 68,130 $7.3M
Foronjy Financial LLC 2.68% Reduce -0.3% 68,081 $7.3M
Adams Diversified Equity Fund, Inc. 0.22% Reduce -24.4% 67,100 $7.2M
Brevan Howard Capital Management LP 0.11% New 66,979 $7.2M
Waverly Advisors, LLC 0.04% Reduce -8.9% 66,583 $7.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.88% Reduce -59.1% 66,320 $7.1M
Harbor Capital Advisors, Inc. 0.48% Reduce -29.7% 66,067 $7.1M
Essex LLC 1.07% Add +2.3% 65,790 $7.0M
IHT Wealth Management, LLC 0.15% Reduce -8.8% 64,132 $6.9M
Axxcess Wealth Management, LLC 0.11% New 63,738 $6.8M
Forbes J M & Co. LLP 0.54% No change 63,576 $6.8M
Chemung Canal Trust Co. 1.25% Add +60.1% 62,918 $6.7M
Elevation Point Wealth Partners, LLC 0.12% Add +1.4% 62,889 $6.7M
Talon Private Wealth, LLC 0.78% Add +27.2% 61,998 $6.6M
Pathstone Holdings, LLC 0.02% Add +14.8% 61,556 $6.6M
Prestige Wealth Management Group LLC 1.19% Reduce -64.5% 61,053 $6.5M
Marshall Wace, LLP 0.01% Reduce -91.8% 60,800 $6.5M
Group One Trading LLC 0.19% New 60,753 $6.5M
Sharper & Granite LLC 2.00% Reduce -1.1% 60,328 $6.5M
Client First Capital LLC 2.61% Reduce -0.0% 60,325 $6.5M
AlphaCore Capital LLC 0.12% Add +40.3% 58,942 $6.3M
Merit Financial Group, LLC 0.04% Reduce -24.9% 58,262 $6.2M
Jmac Enterprises LLC 1.04% Add +1.5% 57,746 $6.2M
HSBC Holdings PLC 0.00% Reduce -2.8% 56,987 $6.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.0% 54,640 $6.1M
Independent Financial Group, LLC 0.11% Reduce -27.8% 56,939 $6.1M
CX Institutional 0.17% Reduce -1.5% 56,136 $6.0M
Colton Groome Financial Advisors, LLC 1.42% Add +8.0% 54,915 $5.9M
Citadel Advisors 0.00% New 54,612 $5.9M
Darwin Wealth Management, LLC 1.59% Add +3.8% 54,364 $5.8M
Bonfire Financial 3.74% Add +5.8% 54,331 $5.8M
Ciovacco Capital Management LLC 2.58% Reduce -5.2% 54,106 $5.8M
Coastal Bridge Advisors, LLC 0.36% Reduce -18.5% 54,028 $5.8M
Jump Financial, LLC 0.06% Reduce -38.9% 53,110 $5.7M
AAFMAA Wealth Management & Trust LLC 1.93% Add +6.0% 51,607 $5.5M
Roundview Capital LLC 0.30% Reduce -0.7% 51,602 $5.5M
Trust Co. of Oklahoma 1.40% Add +0.3% 50,715 $5.4M
Farther Finance Advisors, LLC 0.04% Add +127.5% 50,622 $5.4M
High Note Wealth, LLC 0.92% Reduce -3.5% 50,100 $5.4M
Ferguson Wellman Capital Management, Inc. 0.06% Add +0.1% 49,053 $5.3M
Vaughan David Investments LLC 0.10% Add +4.0% 48,975 $5.2M
Toth Financial Advisory Corp. 0.51% Add +4.0% 48,843 $5.2M
Baker Avenue Asset Management, LP 0.10% Reduce -2.3% 48,791 $5.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.60% Add +5.1% 47,489 $5.1M
Banque Transatlantique SA 0.11% Add +17.2% 47,120 $5.0M
Dumont & Blake Investment Advisors LLC 1.12% Add +2.8% 46,557 $5.0M
First Trust Advisors LP 0.00% Add +2.1% 46,369 $5.0M
Great Valley Advisor Group, Inc. 0.08% Add +0.7% 45,924 $4.9M
TD Waterhouse Canada Inc. 0.01% Add +6.2% 44,726 $4.9M
Cooksen Wealth, LLC 3.08% Add +8.7% 45,674 $4.9M
Compass Wealth Management, LLC 1.95% Add +1.8% 45,638 $4.9M
Alliance Private Wealth, LLC 1.67% Reduce -7.8% 44,903 $4.8M
Advisory Services Network, LLC 0.05% Add +22.5% 44,204 $4.7M
First Merchants Corp. 0.17% Add +0.1% 44,182 $4.7M
WealthCare Investment Partners, LLC 1.13% Reduce -16.2% 43,406 $4.7M
Insigneo Advisory Services, LLC 0.17% Add +1310.3% 43,296 $4.6M
Sequoia Financial Advisors, LLC 0.02% Reduce -6.4% 43,286 $4.6M
5th Street Advisors, LLC 1.80% Add +0.5% 43,267 $4.6M
Encompass More Asset Management 0.67% Add +1490.0% 42,422 $4.5M
Gladstone Institutional Advisory LLC 0.14% Add +2.4% 41,999 $4.5M
Friedenthal Financial 2.06% Add +4.1% 41,638 $4.5M
Terra Nova Asset Management LLC 2.72% Add +1.8% 41,526 $4.4M
Lido Advisors, LLC 0.02% Reduce -4.2% 41,215 $4.4M
AlphaStar Capital Management, LLC 0.28% Reduce -83.7% 41,122 $4.4M
Oppenheimer & Co. Inc. 0.05% Reduce -44.8% 40,615 $4.4M
Principal Securities, Inc. 0.05% Add +3.0% 40,334 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.6% 40,086 $4.3M
Wall Street Financial Group, Inc. 2.29% Add +15.3% 39,973 $4.3M
Strategic Financial Partners, Ltd. 1.61% Add +43.3% 39,881 $4.3M
Salomon & Ludwin, LLC 0.35% Add +5.3% 37,636 $4.2M
Stephens Inc. 0.05% Add +2.8% 39,000 $4.2M
Natixis Advisors, LLC 0.00% Reduce -6.0% 38,581 $4.1M
Daymark Wealth Partners, LLC 0.10% Reduce -2.6% 38,366 $4.1M
Simplicity Wealth,LLC 0.14% Add +38.6% 38,168 $4.1M
Attessa Capital LLC 1.83% Add +4.3% 38,034 $4.1M
Orleans Capital Management Corp. 2.10% No change 37,930 $4.1M
SG Americas Securities, LLC 0.00% Reduce -79.7% 36,845 $3.9M
Western Wealth Management, LLC 0.13% Reduce -39.6% 36,397 $3.9M
Fourth Dimension Wealth, LLC 1.22% Add +2.5% 36,154 $3.9M
Snowden Capital Advisors LLC 0.09% Add +5.2% 36,053 $3.9M
Venturi Wealth Management, LLC 0.15% Reduce -0.1% 36,009 $3.9M
Tritonpoint Wealth, LLC 0.37% Reduce -10.5% 35,599 $3.8M
TritonPoint Partners, LLC 0.32% New 35,449 $3.8M
Nelson Capital Management, LLC 0.41% Add +5.5% 35,162 $3.8M
CreativeOne Wealth, LLC 0.08% Add +37.5% 34,862 $3.7M
Farmers & Merchants Trust Co of Chambersburg PA 0.95% Reduce -0.4% 34,766 $3.7M
Simmons Bank 0.21% Add +0.4% 33,899 $3.6M
Lowe Brockenbrough & Co. Inc. 0.16% Reduce -2.6% 33,890 $3.6M
Markin Asset Management, LP 3.10% Add +32.1% 33,833 $3.6M
CDM Financial Counseling Services, Inc. 3.11% Reduce -6.5% 33,659 $3.6M
Fiduciary Group, LLC 0.28% Add +2.7% 33,249 $3.6M
Vise Technologies, Inc. 0.04% Add +121.7% 33,070 $3.5M
Integrated Advisors Network LLC 0.16% Add +10.2% 32,794 $3.5M
Canton Hathaway, LLC 0.67% Add +0.9% 32,695 $3.5M
Transamerica Financial Advisors, LLC 0.29% Reduce -11.6% 32,327 $3.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -89.8% 32,174 $3.4M
Federation des caisses Desjardins du Quebec 0.01% Add +1.3% 31,842 $3.4M
Harrell Investment Partners, LLC 0.73% Add +0.6% 31,598 $3.4M
LightSquare Wealth Management, LLC 2.33% Reduce -5.8% 31,510 $3.4M
Independence Wealth Advisors, LLC 1.69% Add +5.9% 31,379 $3.4M
Level Four Advisory Services, LLC 0.09% Reduce -2.9% 31,338 $3.4M
Kingstone Capital Partners Texas, LLC 1.77% Reduce -3.4% 31,036 $3.3M
Marion Wealth Management 0.68% Add +1.1% 30,976 $3.3M
Herbst Group, LLC 1.80% Add +0.3% 30,814 $3.3M
Prime Capital Investment Advisors, LLC 0.03% Reduce -3.5% 30,769 $3.3M
Syon Capital LLC 0.14% Reduce -8.0% 30,448 $3.3M
Archford Capital Strategies, LLC 0.33% Reduce -14.3% 30,311 $3.2M
RPg Family Wealth Advisory, LLC 0.54% Add +13.0% 30,255 $3.2M
Pallas Capital Advisors LLC 0.10% Add +2.1% 30,250 $3.2M
Chesapeake Wealth Management 0.91% Add +2.6% 30,181 $3.2M
1607 Capital Partners, LLC 0.28% Add +254.1% 30,100 $3.2M
Risk Paradigm Group, LLC 2.53% Add +13.6% 30,080 $3.2M
Clarus Wealth Advisors 1.23% Add +20.0% 29,191 $3.2M
Apollon Financial, LLC 0.38% Add +10.3% 29,817 $3.2M
GeoWealth Management, LLC 0.10% Reduce -16.6% 29,810 $3.2M
Clark Financial Services Group Inc. 1.49% Add +0.2% 29,552 $3.2M
Bank of New York Mellon Corp 0.00% Reduce -14.4% 29,285 $3.1M
James Investment Research, Inc. 0.32% Reduce -0.7% 29,201 $3.1M
PeakShares LLC 2.31% Add +7.4% 29,024 $3.1M
Intrua Financial, LLC 0.29% Add +54.5% 28,845 $3.1M
Centennial Bank 0.99% Reduce -0.2% 28,658 $3.1M
Laurel Wealth Advisors LLC 0.29% Add +0.1% 28,137 $3.0M
Zullo Investment Group, Inc. 1.03% Reduce -8.8% 28,058 $3.0M
AdvisorShares Investments LLC 0.36% Add +69.8% 27,906 $3.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Add +0.3% 27,609 $3.0M
111 Capital 0.51% New 27,441 $2.9M
Mutual Advisors, LLC 0.06% Reduce -24.8% 27,438 $2.9M
Joel Isaacson & Co., LLC 0.08% Add +0.2% 27,111 $2.9M
Bulltick Wealth Management, LLC 0.59% Add +348.9% 27,019 $2.9M
10Elms LLP 1.29% Add +19.2% 26,906 $2.9M
Spartan Wealth Advisory Services LLC 0.23% Add +251.8% 26,676 $2.9M
OneDigital Investment Advisors LLC 0.02% New 26,177 $2.8M
Blair William & Co. 0.01% Reduce -65.2% 26,157 $2.8M
Planwiser Financial, LLC 1.94% Add +3.0% 26,001 $2.8M
MLG Wealth Management DBA Pine Grove Financial Group 0.28% Add +1.7% 25,793 $2.8M
Naples Global Advisors, LLC 0.17% Add +3.5% 25,599 $2.7M
Waterloo Capital, L.P. 0.15% Add +36.9% 25,581 $2.7M
Ameraudi Asset Management, Inc. 1.23% Reduce -55.6% 25,397 $2.7M
Everstar Asset Management, LLC 1.31% Add +15.9% 25,354 $2.7M
Summit Financial, LLC 0.03% Reduce -9.1% 25,206 $2.7M
M&T Bank Corp 0.01% Add +3.3% 25,186 $2.7M
St. Johns Investment Management Company, LLC 1.01% Add +0.2% 25,008 $2.7M
Fairvoy Private Wealth, LLC 0.54% Reduce -34.5% 24,889 $2.7M
Stratos Wealth Partners, LTD. 0.03% Reduce -3.1% 24,850 $2.7M
Morton Community Bank 0.54% Add +5.4% 24,829 $2.7M
SHUTTLEWORTH & Co 2.09% Add +10.8% 24,428 $2.6M
Trust Co 0.23% Reduce -3.4% 24,015 $2.6M
Arkadios Wealth Advisors 0.04% Reduce -2.1% 23,803 $2.5M
Stockman Wealth Management, Inc. 0.26% Add +3.8% 23,697 $2.5M
Delta Financial Advisors LLC 0.60% Reduce -0.4% 23,636 $2.5M
Butensky & Cohen Financial Security, Inc. 0.62% Add +3.5% 23,576 $2.5M
GTS Securities LLC 0.05% Reduce -82.6% 23,401 $2.5M
Dynamic Wealth Strategies, LLC 1.33% Add +0.8% 23,286 $2.5M
Cary Street Partners Financial LLC 0.05% Add +4.2% 23,268 $2.5M
ES4, LLC 1.30% Add +27.0% 23,179 $2.5M
HB Wealth Management, LLC 0.01% Add +2.2% 22,913 $2.5M
Beacon Pointe Advisors, LLC 0.01% Add +5.8% 22,676 $2.4M
Colony Family Offices, LLC 0.53% No change 22,650 $2.4M
WESPAC Advisors SoCal, LLC 0.43% Reduce -1.4% 22,567 $2.4M
CTC Alternative Strategies, Ltd. 3.46% Reduce -15.9% 22,378 $2.4M
Cornerstone National Bank & Trust Co 0.81% Reduce -8.5% 21,747 $2.4M
Patten & Patten Inc. 0.13% Add +0.8% 22,244 $2.4M
Win Advisors, Inc. 0.85% New 22,233 $2.4M
Bfsg, LLC 0.21% Add +7.2% 22,114 $2.4M
Maridea Wealth Management LLC 0.26% Add +1.7% 22,082 $2.4M
Regal Investment Advisors LLC 0.12% Reduce -9.3% 21,874 $2.3M
Sequent Planning LLC 0.50% Add +10.7% 21,780 $2.3M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +2.1% 21,853 $2.3M
Keybank National Association 0.01% Add +12.0% 21,543 $2.3M
Novare Capital Management LLC 0.16% Reduce -27.6% 21,456 $2.3M
SMI Advisory Services, LLC 0.37% Add +77.9% 20,754 $2.3M
Holderness Investments Co. 0.38% Reduce -1.9% 21,232 $2.3M
Boltwood Capital Management 0.52% Add +3.2% 21,210 $2.3M
OpenArc Corporate Advisory, LLC 0.03% Reduce -12.3% 21,144 $2.3M
Arax Advisory Partners 0.01% Add +1227.6% 20,883 $2.2M
First International Bank of Israel Ltd. 0.61% Reduce -0.1% 20,735 $2.2M
Pine Valley Investments Ltd Liability Co 0.09% Add +11.6% 20,665 $2.2M
Transcend Capital Advisors, LLC 0.15% Reduce -10.7% 20,620 $2.2M
Arta Finance Wealth Management LLC 0.94% Add +30.5% 20,577 $2.2M
Cypress Capital Group 0.21% Add +2.5% 20,550 $2.2M
One Charles Private Wealth Services, LLC 0.51% Reduce -6.8% 20,549 $2.2M
Symmetry Investments LP 0.24% Add +18.8% 20,531 $2.2M
Cary Street Partners Investment Advisory LLC 0.44% Reduce -25.0% 20,469 $2.2M
Realta Investment Advisors 0.68% Add +12.6% 20,389 $2.2M
Elk River Wealth Management LLC 0.35% New 20,303 $2.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -3.3% 20,257 $2.2M
Point Windward Advisors Inc. 0.97% Add +5.2% 20,223 $2.2M
Schorn Wealth LLC 0.56% Add +6.5% 19,934 $2.1M
Bullock Wealth Management Group 0.93% Reduce -5.2% 19,424 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Add +43.3% 19,858 $2.1M
Bragg Financial Advisors, Inc 0.06% Reduce -1.0% 19,716 $2.1M
Redwood Financial Network Corp 1.17% Add +0.2% 19,655 $2.1M
United Asset Strategies, Inc. 0.15% Reduce -1.3% 19,596 $2.1M
Evercore Wealth Management, LLC 0.03% No change 19,510 $2.1M
Cibc World Market Inc. 0.00% Add +34.0% 19,503 $2.1M
Okabena Investment Services Inc. 0.37% Add +2.6% 19,371 $2.1M
Leuthold Group, LLC 0.21% Reduce -37.3% 19,361 $2.1M
Country Trust Bank 0.04% Reduce -0.4% 19,280 $2.1M
Measured Wealth Private Client Group, LLC 0.50% Reduce -86.4% 19,148 $2.1M
J.W. Cole Advisors, Inc. 0.04% Reduce -12.9% 19,138 $2.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.4% 19,046 $2.0M
Choreo, LLC 0.02% Add +6.0% 19,017 $2.0M
ARS Investment Partners, LLC 0.09% Add +5.1% 18,909 $2.0M
Commerce Bank 0.01% Add +4.0% 18,897 $2.0M
World Investment Advisors 0.03% Reduce -8.6% 18,276 $2.0M
Integrity Alliance, Llc. 0.06% Add +6.4% 18,552 $2.0M
Matrix Trust Co 0.29% Reduce -51.2% 18,427 $2.0M
PCG Asset Management, LLC 1.41% Reduce -1.1% 18,412 $2.0M
Cullen/Frost Bankers, Inc. 0.02% Reduce -5.5% 18,382 $2.0M
Horizon Financial Services, LLC 0.75% Add +5.4% 18,157 $1.9M
Savant Capital, LLC 0.01% Add +87.5% 17,429 $1.9M
Summit Securities Group LLC 0.37% New 17,625 $1.9M
MontVue Capital Management, Inc. 1.08% Add +2.2% 17,577 $1.9M
KKM Financial LLC 0.26% Add +5.1% 17,520 $1.9M
Mendel Capital Management LLC 0.84% Reduce -0.7% 17,430 $1.9M
Wall Capital Group, Inc. 1.52% Add +4.8% 17,359 $1.9M
EPG Wealth Management LLC 0.44% Add +3.9% 17,282 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Reduce -6.9% 17,268 $1.8M
IFP Advisors, Inc 0.03% Add +14.6% 17,216 $1.8M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +0.1% 16,946 $1.8M
B. Riley Wealth Advisors, Inc. 0.10% Add +2.9% 16,814 $1.8M
German American Bancorp, Inc. 0.14% Add +0.2% 16,929 $1.8M
Bluespring Wealth Management, LLC 0.03% New 16,821 $1.8M
Sowell Financial Services LLC 0.06% Reduce -11.5% 16,599 $1.8M
Cresset Asset Management, LLC 0.01% Add +2.8% 16,145 $1.7M
Bank of Marin 1.19% Reduce -4.5% 15,867 $1.7M
Strategy Asset Managers LLC 0.25% Add +114.5% 15,789 $1.7M
Koshinski Asset Management, Inc. 0.09% Add +24.1% 15,709 $1.7M
Haverford Trust Co 0.01% No change 15,615 $1.7M
AMG National Trust Bank 0.03% Reduce -27.0% 15,588 $1.7M
Patten Group, Inc. 0.26% Reduce -13.2% 15,418 $1.7M
Roberts Wealth Advisors, LLC 0.37% Add +6.2% 15,306 $1.6M
Whittier Trust Co. 0.02% Reduce -3.0% 14,809 $1.6M
Peterson Wealth Management 0.76% Reduce -1.9% 15,200 $1.6M
CWC Advisors, LLC. 0.72% Reduce -3.2% 15,058 $1.6M
Brown Advisory Inc. 0.00% Add +1.1% 14,960 $1.6M
HBW Advisory Services LLC 0.14% Reduce -8.2% 14,874 $1.6M
Global Financial Private Client, LLC 0.43% Add +4.0% 14,809 $1.6M
University of Chicago 0.38% Reduce -94.3% 14,798 $1.6M
Magnus Financial Group LLC 0.11% Add +1.3% 14,628 $1.6M
Perennial Investment Advisors, LLC 0.10% Add +1.9% 14,609 $1.6M
Flagstar Securities, Inc. 0.47% Add +14.9% 14,452 $1.5M
Plimoth Trust Co. LLC 0.31% Reduce -1.2% 14,413 $1.5M
Sigma Investment Counselors Inc. 0.07% Reduce -4.9% 14,358 $1.5M
Stratos Wealth Advisors, LLC 0.08% Add +2.1% 14,339 $1.5M
Nwam LLC 0.08% Add +11.2% 14,298 $1.5M
RiverGlades Family Offices LLC 0.70% Add +4.2% 14,214 $1.5M
Wealthcare Advisory Partners LLC 0.03% Reduce -10.9% 14,187 $1.5M
Dearborn Partners LLC 0.09% Add +1.7% 14,172 $1.5M
Constitution Capital LLC 0.78% Reduce -2.4% 14,139 $1.5M
Capitol Family Office, Inc. 1.59% Add +12.7% 14,097 $1.5M
Williams Jones Wealth Management, LLC. 0.02% No change 14,075 $1.5M
Wexford Capital LP 0.20% No change 13,907 $1.5M
NorthCoast Asset Management LLC 0.03% Reduce -2.9% 13,726 $1.5M
Johnson Investment Counsel Inc. 0.01% Add +25.0% 13,647 $1.5M
JSF Financial, LLC 0.23% Add +41.8% 13,623 $1.5M
Stapp Wealth Management, PLLC 1.90% New 13,575 $1.5M
Fulcrum Equity Management 1.17% Reduce -15.9% 13,465 $1.4M
Bessemer Group Inc. 0.00% Reduce -5.9% 13,385 $1.4M
Advisor Resource Council 0.48% Reduce -2.9% 12,937 $1.4M
Silver Oak Securities, Incorporated 0.09% Add +59.8% 13,281 $1.4M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -2.5% 13,228 $1.4M
LVZ, Inc. 0.14% Add +7.1% 13,166 $1.4M
Ingalls & Snyder LLC 0.04% Reduce -3.1% 13,093 $1.4M
Harbour Investments, Inc. 0.02% Reduce -3.6% 12,994 $1.4M
Green Ridge Wealth Planning LLC 0.58% Reduce -33.8% 12,827 $1.4M
Institute for Wealth Management, LLC. 0.12% Add +4.5% 12,827 $1.4M
Cladis Investment Advisory, LLC 0.64% Add +6.9% 12,817 $1.4M
Vestor Capital, LLC 0.09% Reduce -90.7% 6,174 $1.4M
D.A. Davidson & Co. 0.01% Add +4.7% 12,711 $1.4M
Credit Agricole S A 0.00% Add +118.7% 12,600 $1.3M
Bramshill Investments, LLC 0.10% Add +4.2% 12,500 $1.3M
First Growth Capital LLC 1.01% New 12,480 $1.3M
Banco Santander, S.A. 0.01% Add +98.3% 12,278 $1.3M
Stonebridge Financial Group, LLC 0.18% — 12,182 $1.3M
Associated Banc-Corp 0.03% Add +1.8% 12,161 $1.3M
NewEdge Wealth, LLC 0.01% Reduce -3.2% 12,066 $1.3M
Quantitative Investment Management, LLC 0.14% New 11,992 $1.3M
Providence First Trust Co 0.36% Reduce -46.9% 11,940 $1.3M
Howe & Rusling Inc. 0.07% Add +10.4% 11,901 $1.3M
Pettyjohn, Wood & White, Inc. 0.19% Add +2.5% 11,891 $1.3M
Glenmede Trust Co. NA 0.01% Add +2.4% 11,829 $1.3M
A. D. Beadell Investment Counsel, Inc. 0.81% No change 11,780 $1.3M
Anchor Bay Capital, Inc. 0.68% — 11,281 $1.3M
Onyx Bridge Wealth Group LLC 0.11% Reduce -88.9% 11,760 $1.3M
Sanchez Gaunt Capital Management, LLC 0.69% Reduce -3.4% 11,585 $1.2M
Ausdal Financial Partners, Inc. 0.05% Reduce -4.8% 11,493 $1.2M
First Citizens Financial Corp 0.51% Add +12.4% 11,344 $1.2M
Vilga Financial Planning LLC 0.92% Reduce -0.2% 11,323 $1.2M
Avidian Wealth Enterprises, LLC 0.03% No change 11,248 $1.2M
Bailard, Inc. 0.02% No change 11,229 $1.2M
Avior Wealth Management, LLC 0.03% Reduce -0.1% 11,043 $1.2M
Soltis Investment Advisors LLC 0.07% Reduce -0.3% 11,040 $1.2M
Black Maple Capital Management LP 0.79% No change 10,970 $1.2M
Ashton Thomas Securities, LLC 0.17% Reduce -12.6% 10,989 $1.2M
Appleton Partners Inc. 0.07% Add +5.6% 10,867 $1.2M
Dynamic Advisor Solutions LLC 0.03% Reduce -43.6% 10,855 $1.2M
Farmers National Bank 0.24% Reduce -0.5% 10,842 $1.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -38.6% 10,827 $1.2M
Modern Wealth Management, LLC 0.01% Add +1.3% 10,440 $1.1M
Connecticut Wealth Management, LLC 0.04% Reduce -6.4% 10,324 $1.1M
UNIVEST FINANCIAL Corp 0.05% Reduce -17.8% 10,272 $1.1M
Proffitt & Goodson Inc. 0.15% Reduce -19.9% 10,206 $1.1M
Schnieders Capital Management, Llc. 0.14% No change 10,183 $1.1M
Dorsey & Whitney Trust CO LLC 0.05% No change 10,097 $1.1M
United Bank 0.33% Add +60.9% 10,041 $1.1M
Hilton Capital Management, LLC 0.07% New 10,038 $1.1M
Jacobi Capital Management LLC 0.05% Add +1.0% 10,002 $1.1M
IFG Advisory, LLC 0.04% New 9,979 $1.1M
Belpointe Asset Management LLC 0.03% Add +89.4% 9,938 $1.1M
Florida Financial Advisors, LLC 0.18% Reduce -3.7% 9,917 $1.1M
Keel Point, LLC 0.06% Add +0.1% 9,899 $1.1M
Moors & Cabot, Inc. 0.04% Reduce -12.6% 9,802 $1.1M
Nuveen, LLC 0.00% New 9,658 $1.0M
SVB Wealth LLC 0.07% Reduce -15.8% 9,653 $1.0M
Toews Corp. 0.15% New 9,600 $1.0M
Prospera Financial Services Inc 0.01% Reduce -12.4% 9,584 $1.0M
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -3.5% 9,563 $1.0M
Occidental Asset Management, LLC 0.10% Reduce -78.0% 9,452 $1.0M
Tudor Investment Corporation 0.00% Reduce -42.7% 9,394 $1.0M
Investment Management Corp. /Va/ 0.84% Reduce -24.7% 9,375 $1.0M
Atlas Legacy Advisors, LLC 0.15% No change 9,373 $1.0M
Advyzon Investment Management, LLC 0.07% Reduce -11.6% 9,350 $1.0M
Quantbot Technologies LP 0.04% Add +45.4% 9,324 $999K
Beaumont Financial Advisors, LLC 0.06% Reduce -0.4% 9,311 $997K
Guardian Asset Advisors, LLC 0.46% Reduce -48.6% 9,227 $989K
Flputnam Investment Management Co. 0.01% Add +3.8% 9,220 $988K
Lodge Hill Capital, LLC 0.17% New 9,200 $986K
Circle Wealth Management, LLC 0.01% Add +19.4% 9,200 $986K
Sigma Planning Corp 0.02% Reduce -54.1% 9,186 $984K
MN Wealth Advisors, LLC 0.42% Reduce -10.9% 9,171 $982K
McLaughlin Asset Management, Inc. 0.68% Reduce -9.2% 9,159 $981K
Financial Engines Advisors L.L.C. 0.00% Reduce -1.3% 9,095 $974K
GC Wealth Management RIA, LLC 0.06% New 9,085 $973K
Wedmont Private Capital 0.03% Add +0.2% 8,674 $968K
SCS Capital Management LLC 0.01% Reduce -23.0% 8,952 $959K
Mma Asset Management LLC 0.30% Reduce -0.4% 8,895 $953K
Focus Financial Network, Inc. 0.03% Reduce -1.9% 8,892 $953K
Magnolia Capital Management Ltd. 0.66% Reduce -16.7% 8,891 $952K
Hilltop Holdings Inc. 0.08% Reduce -31.8% 8,857 $949K
Neuberger Berman Group LLC 0.00% Add +0.3% 8,854 $949K
Ieq Capital, LLC 0.00% Reduce -0.8% 8,849 $948K
Strategic Blueprint, LLC 0.05% Add +25.9% 8,843 $947K
Ridgepath Capital Management LLC 0.42% Reduce -8.9% 8,835 $946K
Phillips Wealth Planners LLC 0.70% Reduce -22.3% 8,525 $946K
Abbot Financial Management, Inc. 0.34% Reduce -2.2% 8,748 $937K
Calton & Associates, Inc. 0.14% Reduce -10.3% 8,732 $935K
Talisman Wealth Advisors LLC 0.70% Add +195.9% 5,895 $935K
Ameritas Advisory Services, LLC 0.02% Add +52.1% 8,702 $932K
Loudon Investment Management, LLC 0.45% Add +0.2% 8,625 $924K
Ironwood Investment Counsel, LLC 0.12% Reduce -35.6% 8,621 $924K
Private Trust Co. NA 0.07% Reduce -6.6% 8,587 $920K
Glenview Trust Co 0.01% Reduce -9.2% 8,584 $920K
Oak Family Advisors, LLC 0.27% Reduce -1.4% 8,572 $918K
JM2 Capital Inc. 0.62% Reduce -0.1% 8,480 $908K
Rothschild Wealth LLC 0.07% Add +0.5% 8,478 $908K
Blue Fin Capital, Inc. 0.13% Add +11.1% 8,456 $906K
MKT Advisors LLC 0.28% No change 8,158 $906K
Lotus Asset Management LLC 0.80% — 8,429 $903K
SP Asset Management LLC 0.07% Reduce -0.0% 8,404 $900K
Elm Partners Management LLC 0.03% Add +28.7% 8,379 $898K
Russell Investments Group, Ltd. 0.00% Add +36.5% 8,351 $895K
Summit Wealth Partners, LLC 0.13% Add +1.5% 8,335 $893K
Larson Financial Group LLC 0.02% Add +11.7% 8,326 $892K
Rockingstone Advisors LLC 0.36% Add +15.6% 8,318 $891K
Richardson Financial Services Inc. 0.50% Add +8.1% 8,264 $885K
Moulton Wealth Management, Inc. 0.58% New 8,030 $884K
Kessler Investment Group, LLC 0.38% Add +7.4% 8,243 $883K
Investor's Fiduciary Advisor Network, LLC 0.30% Reduce -8.8% 8,228 $881K
Pines Wealth Management, LLC 0.25% Add +2.8% 8,202 $879K
January Capital Advisors LLC 0.72% New 8,058 $863K
Legacy Private Trust Co. 0.05% Reduce -14.7% 7,969 $854K
Monetary Management Group Inc. 0.17% Reduce -1.3% 7,925 $849K
Capstone Investment Advisors, LLC 0.01% Add +97.8% 7,905 $847K
Hopwood Financial Services, Inc. 0.49% Add +4.0% 7,898 $846K
Gateway Wealth Partners, LLC 0.05% Reduce -48.6% 7,879 $844K
Capstone Wealth Management Group, Inc. 0.51% — 7,871 $843K
Fulton Bank, N.A. 0.03% Reduce -6.6% 7,866 $843K
Ally Invest Advisors Inc. 0.05% Add +0.8% 7,818 $838K
Composition Wealth, LLC 0.01% Reduce -49.3% 7,781 $834K
Van Cleef Asset Management,Inc 0.08% Reduce -3.1% 7,749 $830K
Elevated Capital Advisors, LLC 0.23% Reduce -3.1% 7,724 $827K
Hills Bank & Trust Co 0.04% Add +0.1% 7,720 $827K
CENTRAL TRUST Co 0.01% Reduce -0.7% 7,694 $824K
NBT Bank, N.A. 0.05% Add +21.0% 7,639 $818K
Mgo One Seven LLC 0.01% Reduce -11.0% 7,615 $816K
Peoples Financial Services Corp. 0.35% No change 7,570 $811K
Childress Capital Advisors, LLC 0.13% Reduce -20.7% 7,558 $810K
Pure Financial Advisors, LLC 0.01% Add +0.5% 7,550 $809K
Brighton Jones LLC 0.01% Reduce -6.2% 7,504 $804K
Madison Wealth Partners, Inc 0.10% Add +7.0% 7,501 $804K
DDD Partners, LLC 0.05% Reduce -65.3% 7,459 $799K
Rockland Trust Co. 0.03% Add +4.3% 7,395 $792K
First Business Financial Services, Inc. 0.06% No change 7,317 $784K
Busey Bank 0.02% No change 7,283 $780K
Argent Trust Co 0.02% Reduce -0.2% 7,265 $778K
Ifrah Financial Services, Inc. 0.19% Reduce -0.4% 7,258 $778K
Joseph P. Lucia & Associates, LLC 0.23% Add +8.5% 7,242 $776K
Scotia Capital Inc. 0.00% No change 7,224 $774K
Asset One Wealth Management LLC 0.08% Reduce -2.6% 6,825 $774K
Wealthspire Advisors, LLC 0.00% Add +23.4% 7,215 $773K
SummitTX Capital, L.P. 0.02% Reduce -61.9% 7,134 $764K
PFG Investments, LLC 0.03% Reduce -9.3% 7,055 $756K
Iams Wealth Management, LLC 0.23% Add +23.0% 7,031 $753K
Duncker Streett & Co. Inc. 0.13% Add +40.4% 7,022 $752K
Apollon Wealth Management, LLC 0.01% Reduce -13.9% 7,003 $750K
Tompkins Financial Corp. 0.05% No change 7,000 $750K
Per Stirling Capital Management, LLC. 0.07% Reduce -63.5% 6,989 $749K
Centiva Capital, LP 0.03% New 6,900 $739K
Schonfeld Strategic Advisors LLC 0.00% New 6,889 $738K
Wealthfront Advisers LLC 0.00% Reduce -1.5% 6,858 $735K
Blue Chip Partners, LLC 0.05% Reduce -3.9% 6,807 $729K
Correct Capital Wealth Management 0.13% No change 6,801 $729K
Verus Capital Partners, LLC 0.04% Add +35.4% 6,777 $726K
Howard Capital Management Group, LLC 0.04% Add +1.6% 6,767 $725K
Fourpath Capital Management, LLC 0.10% Add +10.8% 6,746 $723K
MMBG Investment Advisors Co. 0.06% Add +9.5% 6,737 $722K
Meridian Wealth Management, LLC 0.02% Add +5.6% 6,688 $717K
jvl associates llc 0.20% No change 6,625 $710K
Founders Grove Wealth Partners, LLC 0.14% Reduce -4.5% 6,618 $709K
Leavell Investment Management, Inc. 0.03% Reduce -1.9% 6,605 $708K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +0.1% 6,570 $704K
Barnes Wealth Management Group, Inc 0.32% Reduce -5.4% 6,532 $700K
Arwa LLC 0.29% Reduce -36.9% 6,186 $697K
D.B. Root & Company, LLC 0.15% Add +1.9% 6,487 $695K
Adirondack Trust Co. 0.20% Reduce -3.2% 6,422 $688K
Burford Brothers, Inc. 0.25% Reduce -1.0% 6,409 $687K
Mirador Capital Partners LP 0.08% Reduce -54.7% 6,400 $686K
Kaizen Financial Strategies 0.27% Reduce -5.8% 6,240 $685K
Beacon Financial Advisory LLC 0.13% Add +0.2% 6,340 $679K
Csenge Advisory Group 0.03% Reduce -8.0% 6,323 $677K
Creative Financial Designs Inc. 0.03% Reduce -27.8% 6,307 $676K
Jacobs Equity LLC 0.46% No change 6,268 $671K
CIBC Bancorp USA Inc. 0.00% Add +0.2% 6,243 $669K
Fearless Solutions, LLC dba Best Invest 0.35% Reduce -0.1% 6,228 $667K
Golden State Wealth Management, LLC 0.06% Reduce -15.9% 6,110 $655K
National Philanthropic Trust 0.01% New 6,060 $649K
United Advisor Group, LLC 0.07% Add +37.6% 6,046 $648K
Flagship Harbor Advisors, LLC 0.02% Reduce -3.1% 6,039 $647K
Kovack Advisors, Inc. 0.03% Reduce -25.2% 5,935 $646K
Oakmont Advisory Group, LLC 0.54% Add +13.8% 5,953 $638K
Mystic Asset Management, Inc. 0.13% Add +2.3% 5,880 $630K
Stock Yards Bank & Trust Co. 0.02% Reduce -2.3% 5,835 $625K
Meridian Investment Counsel Inc. 0.13% Reduce -16.6% 5,824 $624K
Aprio Wealth Management, LLC 0.03% Add +126.7% 5,784 $620K
Penobscot Wealth Management 0.17% Add +0.9% 5,783 $620K
Agate Pass Investment Management, LLC 0.22% Reduce -19.7% 5,688 $609K
Midwest Trust Co 0.01% Reduce -0.9% 5,680 $608K
Clearstead Advisors, LLC 0.01% Add +337.3% 5,645 $605K
Perigon Wealth Management, LLC 0.01% Reduce -0.5% 5,607 $601K
Washington Growth Strategies LLC 0.33% No change 5,569 $597K
First Citizens Bank & Trust Co. 0.01% Reduce -5.1% 5,559 $596K
Astra Wealth Partners LLC 0.33% Add +2.5% 5,532 $593K
Chicago Wealth Management, Inc. 0.21% Reduce -9.3% 5,526 $592K
Stratos Investment Management, LLC 0.02% Add +7.1% 5,475 $587K
Sather Financial Group Inc 0.03% Add +0.2% 5,438 $583K
Legacy Capital Group California, Inc. 0.18% Reduce -19.2% 5,421 $581K
Fairview Capital Investment Management, LLC 0.03% Add +30.9% 5,420 $581K
Gryphon Financial Partners LLC 0.05% No change 5,416 $580K
Maripau Wealth Management LLC 0.21% Add +37.4% 5,410 $579K
Compagnie Lombard Odier SCmA 0.01% Add +7.6% 5,394 $578K
COFG Advisors, LLC 0.10% Add +9.2% 5,373 $576K
RCW Management, LLC 0.52% No change 5,367 $575K
Hexagon Capital Partners LLC 0.08% Add +11.1% 5,316 $570K
Wedbush Securities Inc. 0.01% Reduce -31.4% 5,313 $569K
Advisor OS, LLC 0.04% Reduce -46.7% 5,302 $568K
Caldwell Trust Co 0.05% No change 5,283 $566K
Access Financial Services, Inc. 0.19% Add +0.5% 5,277 $565K
Ethos Financial Group, LLC 0.04% Add +47.8% 5,139 $563K
Goodman Advisory Group, LLC 0.13% Reduce -4.0% 5,241 $561K
McAdam, LLC 0.02% Reduce -2.4% 5,227 $560K
Nixon Peabody Trust Co. 0.04% No change 5,200 $557K
QRG Capital Management, Inc. 0.00% Add +0.8% 5,189 $556K
CHICAGO TRUST Co NA 0.08% Add +55.1% 5,182 $555K
Choate Investment Advisors 0.01% No change 5,177 $555K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -12.0% 5,176 $555K
Ascent Group, LLC 0.02% Reduce -21.2% 5,165 $553K
Hyundai Investments Co., Ltd. 0.60% Add +20.1% 5,106 $551K
AMJ Financial Wealth Management 0.13% No change 4,910 $544K
Wealthgarden F.S. LLC 0.31% Reduce -43.2% 5,030 $539K
Alpine Woods Capital Investors, LLC 0.12% No change 5,000 $536K
Waldron Private Wealth LLC 0.02% No change 4,977 $533K
Pinnacle Financial Partners, Inc. 0.00% Add +0.0% 4,961 $531K
Visionary Wealth Advisors 0.02% Reduce -25.0% 4,945 $530K
Hardy Reed LLC 0.03% No change 4,934 $529K
Monetary Solutions, Ltd 0.45% Reduce -4.4% 4,931 $528K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.3% 4,925 $528K
Coppell Advisory Solutions LLC 0.04% New 9,246 $521K
Destiny Wealth Partners, LLC 0.07% No change 4,815 $521K
Elevatus Welath Management 0.13% Add +0.3% 4,855 $520K
Daybright Advisory Services, Inc. 0.12% Add +32.3% 4,773 $517K
Safe Harbor Fiduciary, LLC 0.40% Add +10.6% 4,784 $513K
Fidelis Capital Partners, LLC 0.03% New 4,755 $509K
Wesbanco Bank Inc. 0.01% Reduce -0.2% 4,752 $509K
Manchester Capital Management LLC 0.07% No change 4,733 $507K
Mission Wealth Management, LP 0.01% Add +2.0% 4,716 $505K
PW Nova Financial Services LLC 0.11% Reduce -1.0% 4,709 $504K
First Horizon Corp. 0.02% Reduce -38.9% 4,638 $497K
Disciplined Investors, L.L.C. 0.25% Reduce -3.2% 4,637 $497K
Essex Bank 0.11% Add +1.1% 4,634 $496K
Bryn Mawr Trust Advisors, LLC 0.02% Add +3.2% 4,623 $495K
Regions Financial Corp. 0.00% Reduce -2.8% 4,595 $492K
Fragasso Financial Advisors Inc 0.03% Add +0.0% 4,540 $486K
Fortis Capital Management LLC 0.05% Add +0.3% 4,536 $486K
Arrow Financial Corp 0.04% Add +14.7% 4,535 $486K
Trust Point Inc. 0.04% No change 4,524 $485K
Crews Bank & Trust 0.06% No change 4,490 $481K
Valeo Financial Advisors, LLC 0.01% No change 4,454 $477K
One Day In July LLC 0.03% No change 4,451 $477K
First United Bank & Trust 0.14% Reduce -0.4% 4,444 $476K
TOP Private Wealth LLC. 0.46% — 4,431 $475K
Garrett Wealth Advisory Group, LLC 0.07% No change 4,428 $474K
Samara Investment Management, LLC 0.43% Add +21.2% 4,390 $470K
Kanawha Capital Management LLC 0.03% Add +92.5% 4,370 $468K
Churchill Financial Advisors, LLC 0.09% Add +4.1% 4,356 $467K
Value Investment Professionals, LLC 0.39% New 4,284 $459K
MassMutual Private Wealth & Trust, FSB 0.01% Add +24.7% 4,282 $459K
Swmg, LLC 0.11% Add +4.6% 4,105 $458K
Two Sigma Securities, LLC 0.04% Reduce -84.3% 4,255 $456K
Hopwood Nicholas Hunter 0.13% New 4,255 $456K
Acorns Advisers, LLC 0.00% Add +13.1% 4,249 $455K
Financial Advisors Network, Inc. 0.06% No change 4,246 $455K
MRWM Advisors, LLC 0.19% Reduce -2.5% 4,225 $453K
Kingswood Wealth Advisors, LLC 0.02% Reduce -7.0% 4,218 $452K
Centennial Wealth Advisory LLC 0.10% Reduce -3.1% 4,211 $451K
Main Street Financial Solutions, LLC 0.03% Add +1.5% 4,147 $444K
Retirement Planning Group, LLC 0.01% Reduce -67.6% 4,138 $443K
BTS Asset Management, Inc. 0.93% New 4,101 $439K
Diversify Advisory Services, LLC 0.01% New 4,080 $439K
Diversify Wealth Management, LLC 0.01% Reduce -17.5% 4,080 $439K
Innova Wealth Partners 0.18% Add +30.5% 4,057 $435K
Gallagher Fiduciary Advisors, LLC 0.01% Add +33.3% 4,047 $434K
Hourglass Capital, LLC 0.08% No change 4,000 $429K
Welch Group, LLC 0.01% Add +0.1% 3,995 $428K
Empowered Funds, LLC 0.00% Add +49.4% 3,994 $428K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -6.2% 3,846 $427K
Citizens Financial Group Inc. 0.01% Reduce -3.4% 3,968 $425K
Rollins Financial Advisors, LLC 0.06% Reduce -12.9% 3,966 $425K
Vident Advisory, LLC 0.00% Reduce -2.8% 3,925 $421K
Caprock Group, LLC 0.01% Add +1.7% 3,918 $420K
Pettinga Financial Advisors LLC 0.07% New 3,910 $419K
Harvey Capital Management Inc. 0.09% No change 3,905 $418K
Westbourne Investments, Inc. 0.17% Reduce -13.4% 3,880 $416K
Americana Partners, LLC 0.01% Reduce -30.1% 3,856 $413K
Wellington Management Group LLP 0.00% New 3,848 $412K
Empower Advisory Group, LLC 0.00% Reduce -12.0% 3,847 $412K
Legacy Edge Advisors, LLC 0.04% Add +5.8% 3,844 $412K
Seven Springs Wealth Group, LLC 0.09% Reduce -5.3% 3,813 $408K
Sherman Asset Management, Inc. 0.32% Reduce -26.9% 3,811 $408K
Councilmark Asset Management, LLC 0.22% No change 3,800 $407K
DV Trading LLC 0.03% Reduce -74.5% 3,800 $407K
Curat Global, LLC 0.33% Reduce -7.9% 3,492 $407K
AmeriServ Wealth Advisors 0.27% Reduce -20.1% 3,790 $406K
Chilton Capital Management LLC 0.01% No change 3,786 $406K
Penobscot Investment Management Company, Inc. 0.03% No change 3,756 $402K
Balefire, LLC 0.07% Reduce -0.6% 3,745 $401K
XTX Topco Ltd 0.01% Reduce -26.4% 3,713 $398K
Money Concepts Capital Corp. 0.02% New 3,701 $397K
Elevation Wealth Management LLC 0.30% Add +2.4% 3,690 $395K
Strategic Investment Advisors / MI 0.02% Reduce -16.1% 3,655 $392K
Greystone Financial Group, LLC 0.11% Reduce -1.2% 3,653 $391K
Lake Street Private Wealth, LLC 0.04% Reduce -3.4% 3,651 $391K
Vontobel Holding Ltd. 0.00% Reduce -46.7% 3,634 $389K
Founders Financial Alliance, LLC 0.05% Add +2.1% 3,610 $387K
Portfolio Resources Advisor Group, Inc. 0.33% Reduce -18.3% 3,601 $386K
Independent Advisor Alliance 0.01% Reduce -93.5% 3,597 $385K
Contravisory Investment Management, Inc. 0.07% Reduce -52.8% 3,568 $382K
Inspire Advisors, LLC 0.03% Reduce -22.9% 3,539 $379K
First Wilshire Securities Management Inc. 0.08% No change 3,500 $375K
IMA Advisory Services, Inc. 0.02% New 3,497 $375K
Prostatis Group LLC 0.09% Add +11.5% 3,478 $373K
BLB&B Advisors, LLC 0.01% Add +0.8% 3,452 $370K
Blue Trust, Inc. 0.00% Reduce -1.0% 3,444 $369K
Tyche Wealth Partners LLC 0.05% Reduce -5.4% 3,428 $367K
Coyle Financial Counsel LLC 0.07% No change 3,413 $366K
Viawealth, LLC 0.18% No change 3,409 $365K
Eastern Bank 0.01% Reduce -15.5% 3,400 $364K
Amplius Wealth Advisors, LLC 0.03% Reduce -4.9% 3,397 $364K
Brookwood Investment Group LLC 0.04% Reduce -58.3% 3,370 $361K
MWA Asset Management 0.16% Reduce -2.8% 3,348 $359K
Walsh & Associates, LLC 0.29% Reduce -3.9% 3,332 $357K
NorthRock Partners, LLC 0.01% Reduce -88.2% 3,323 $356K
Arlington Financial Advisors, LLC 0.05% No change 3,318 $355K
Trexquant Investment LP 0.00% Reduce -6.3% 3,313 $355K
Park Place Capital Corp 0.06% No change 3,307 $354K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +2.0% 3,279 $351K
Waystone Advisors LLC 0.26% Reduce -13.2% 3,257 $349K
Facet Wealth, Inc. 0.01% Add +22.6% 3,257 $349K
Lebenthal Global Advisors, LLC 0.05% Reduce -7.0% 3,255 $349K
Provident Co of the Employees of the Hebrew University LTD 0.27% No change 3,254 $349K
Sound View Wealth Advisors Group, LLC 0.02% Add +0.1% 3,226 $346K
Midwest Financial Group LLC 0.12% Add +2.3% 3,224 $345K
SkyOak Wealth, LLC 0.06% No change 3,223 $345K
Laurel Oak Wealth Management, LLC 0.05% Reduce -38.3% 3,186 $341K
Richard W. Paul & Associates, LLC 0.10% Reduce -0.6% 3,172 $340K
Thompson Davis & Co., Inc. 0.20% Reduce -38.8% 3,162 $339K
Tranquilli Financial Advisor LLC 0.18% Add +1.4% 3,087 $331K
TBH Global Asset Management, LLC 0.06% Add +4.5% 3,077 $330K
Xcel Wealth Management, LLC 0.08% Reduce -26.4% 3,059 $328K
Intrust Bank NA 0.02% No change 3,056 $327K
PFG Advisors 0.02% Reduce -88.8% 3,053 $327K
Wealthedge Investment Advisors, LLC 0.11% Add +0.9% 3,031 $325K
Sagespring Wealth Partners, LLC 0.01% Reduce -6.1% 3,017 $323K
Stenger Family Office, LLC 0.05% Reduce -14.9% 3,013 $323K
Ballast Rock Private Wealth LLC 0.15% No change 2,979 $319K
Savvy Advisors, Inc. 0.01% Reduce -7.9% 2,977 $319K
Axim Planning & Wealth 0.45% Reduce -6.3% 2,975 $319K
KDK Private Wealth Management, LLC 0.26% Reduce -5.8% 2,967 $318K
Canal Capital Management, LLC 0.04% New 2,956 $317K
World Equity Group, Inc. 0.07% Add +22.3% 2,936 $315K
True Link Financial Advisors, LLC 0.02% No change 2,924 $313K
VestGen Advisors, LLC 0.01% Reduce -11.4% 2,916 $312K
Investment Management Trust, LLC 0.28% Reduce -7.4% 2,883 $309K
Bokf, NA 0.00% Reduce -7.1% 2,858 $306K
SC&H Financial Advisors, Inc. 0.04% Add +0.0% 2,856 $306K
Unique Wealth, LLC 0.04% Add +30.1% 2,854 $306K
Nautilus Advisors LLC 0.18% Add +3.0% 2,704 $302K
Cape Cod Five Cents Savings Bank 0.02% — 2,811 $301K
Nadler Financial Group, Inc. 0.03% Add +2.2% 2,795 $299K
Successful Portfolios LLC 0.14% New 2,671 $298K
BOK Financial Private Wealth, Inc. 0.02% No change 2,770 $297K
Tocqueville Asset Management L.P. 0.00% No change 2,768 $297K
Verition Fund Management LLC 0.00% New 2,766 $296K
Severin Investments, LLC 0.22% Reduce -8.4% 2,759 $296K
Accel Wealth Management 0.07% No change 2,730 $292K
LVW Advisors, LLC 0.03% No change 2,713 $291K
CrossGen Wealth, LLC 0.23% Add +1.6% 2,704 $290K
Ring Mountain Capital, LLC 0.12% Reduce -1.2% 2,699 $289K
May Hill Capital, LLC 0.06% Reduce -2.7% 2,695 $289K
Goelzer Investment Management, Inc. 0.01% Reduce -5.6% 2,692 $288K
Sterling Investment Management, LLC 0.16% Add +21.3% 2,687 $288K
Brady Family Wealth, LLC 0.08% No change 2,687 $288K
Chancellor Financial Group WB LP 0.18% New 2,681 $287K
Mitchell Sinkler & Starr 0.12% No change 2,670 $286K
AlphaGrep UK Ltd 0.09% New 2,641 $283K
Sageworth Trust Co 0.01% No change 2,634 $282K
Ironwood Financial, llc 0.04% Reduce -0.2% 2,514 $281K
Atlanta Consulting Group Advisors, LLC 0.04% Reduce -3.5% 2,614 $280K
Vista Investment Management 0.08% No change 2,606 $279K
STG Securities, LLC 0.30% — 2,603 $279K
1ST Source Bank 0.01% Reduce -1.1% 2,602 $279K
Oxford Financial Group, LTD. LLC 0.01% No change 2,600 $279K
Clark Capital Management Group, Inc. 0.00% Add +11.7% 2,593 $278K
BIP Wealth, LLC 0.01% New 2,589 $277K
Walser Wealth Management Company, A Ltd Liability Co 0.12% New 2,586 $277K
Chicago Partners Investment Group LLC 0.01% Add +20.7% 2,623 $276K
FCG Investment Co 0.10% Reduce -7.3% 2,565 $275K
Harbor Asset Planning, Inc. 0.20% Add +0.3% 2,550 $273K
Alpine Global Management, LLC 0.04% New 2,537 $272K
Icon Wealth Advisors, LLC 0.02% No change 2,532 $271K
Allworth Financial LP 0.00% Reduce -1.0% 2,529 $271K
Camelot Technology Advisors, Inc. 0.18% Reduce -41.7% 2,513 $269K
OneAscent Financial Services LLC 0.01% Reduce -10.3% 2,505 $268K
Wick Capital Partners, LLC 0.04% New 1,690 $268K
Willow Creek Capital Management, Inc. 0.26% — 2,494 $267K
Byrne Asset Management LLC 0.15% Reduce -0.1% 2,474 $265K
Acropolis Investment Management, LLC 0.01% Add +0.1% 2,464 $264K
Concord Wealth Partners 0.03% New 2,438 $261K
YHB Investment Advisors, Inc. 0.02% Reduce -14.0% 2,432 $261K
Tranquility Partners, LLC 0.09% No change 2,429 $260K
Aries Wealth Management 0.05% Add +10.0% 2,429 $260K
Crestwood Advisors Group, LLC 0.00% No change 2,422 $260K
Purewater Capital LLC 0.19% Reduce -13.0% 2,420 $259K
Purpose Unlimited Inc. 0.01% Add +93.4% 2,416 $259K
NWF Advisory Services Inc. 0.02% Add +6.3% 2,378 $255K
Capital Analysts, LLC 0.01% Add +64.3% 2,358 $253K
BCS Wealth Management 0.05% No change 2,358 $253K
Vertrix Wealth Management, LLC 0.08% Add +21.5% 2,326 $249K
Sequent Asset Management, LLC 0.10% New 2,320 $249K
Montecito Bank & Trust 0.04% No change 2,318 $248K
Avestar Capital, LLC 0.01% Reduce -9.1% 2,290 $245K
Manhattan West Asset Management, LLC 0.04% New 2,288 $245K
Narus Financial Partners, LLC 0.06% Reduce -6.8% 2,260 $242K
Deutsche Bank AG 0.00% No change 2,258 $242K
Aptus Capital Advisors, LLC 0.00% Add +4.7% 2,250 $241K
Gsa Capital Partners LLP 0.02% Reduce -48.1% 2,245 $241K
Fjell Capital, LLC 0.16% Add +17.9% 2,225 $238K
Entelevest, LLC 0.21% Add +5.9% 2,223 $238K
Turtle Creek Wealth Advisors, LLC 0.01% No change 2,210 $237K
Creative Capital Management Investments LLC 0.05% New 2,198 $235K
GAMMA Investing LLC 0.01% Add +16.3% 2,198 $235K
Safeguard Investment Advisory Group, LLC 0.05% Reduce -1.7% 2,192 $235K
Concord Asset Management, LLC 0.04% New 2,173 $233K
Brown Brothers Harriman & Co. 0.00% Reduce -28.0% 2,154 $231K
Resolute Wealth Advisor, Inc. 0.13% No change 2,067 $229K
Advisors Capital Management, LLC 0.00% Add +1.2% 2,134 $229K
Straight Path Wealth Management 0.05% New 2,125 $228K
Manske Wealth Management 0.06% Reduce -1.6% 2,120 $227K
Meridian Financial Advisors, LLC 0.11% No change 2,100 $225K
White Lighthouse Investment Management Inc. 0.03% No change 2,096 $225K
Nicholas Hoffman & Company, LLC. 0.00% Reduce -6.6% 2,095 $224K
LPWM LLC 0.05% Add +0.3% 2,092 $224K
Sax Wealth Advisors, LLC 0.01% New 2,009 $223K
Fortis Group Advisors, LLC 0.04% Reduce -91.2% 2,069 $222K
Petros Family Wealth, LLC 0.14% New 2,065 $221K
University of Texas/Texas Am Investment Management Co. 0.03% Add +8.2% 2,065 $221K
Winthrop Advisory Group LLC 0.01% New 2,062 $221K
Canopy Partners, LLC 0.07% No change 2,059 $221K
Teamwork Financial Advisors, LLC 0.02% Reduce -10.8% 2,056 $220K
Triad Wealth Partners, LLC 0.01% New 1,978 $220K
CRA Financial Services, LLC 0.03% No change 2,053 $220K
Wetzel Investment Advisors, Inc. 0.08% Reduce -3.7% 2,051 $220K
Clark Asset Management, LLC 0.02% No change 2,041 $219K
Sharp Wealth Advisory, LLC 0.10% Reduce -30.9% 2,026 $217K
Stelac Advisory Services LLC 0.04% New 2,014 $216K
W.H. Cornerstone Investments Inc. 0.12% Add +0.3% 2,001 $214K
Graves Light Lenhart Wealth, Inc. 0.02% No change 1,998 $214K
Everpar Advisors LLC 0.06% Add +0.1% 1,982 $212K
First National Trust Co 0.01% Reduce -6.8% 1,976 $212K
Quadrature Capital Ltd 0.00% New 1,970 $211K
Kennicott Capital Management LLC 0.10% Reduce -2.7% 1,968 $211K
Intelligence Driven Advisers, LLC 0.03% Reduce -2.1% 1,947 $209K
NBH Bank 0.09% — 1,937 $208K
Integrity Advisory Solutions, LLC 0.02% Add +1.5% 1,936 $207K
Rosenberg Matthew Hamilton 0.04% No change 1,930 $207K
Broadleaf Partners, LLC 0.04% No change 1,924 $206K
Patron Partners, LLC 0.08% Add +2.1% 1,921 $206K
Tudor Financial Inc. 0.09% New 1,914 $205K
FSM Wealth Advisors, LLC 0.02% No change 1,914 $205K
Key Financial Inc 0.03% No change 1,909 $205K
Essex Financial Services, Inc. 0.01% Reduce -0.3% 1,907 $204K
Optivise Advisory Services LLC 0.10% Reduce -0.9% 1,902 $204K
Stonebridge Capital Management Inc. 0.10% New 1,900 $204K
Managed Asset Portfolios, LLC 0.02% No change 1,897 $203K
Ehrlich Financial Group 0.10% Reduce -17.1% 1,887 $202K
Axecap Investments, LLC 0.11% Reduce -9.9% 1,886 $202K
Central Valley Advisors, LLC 0.05% No change 1,886 $202K
M.E. Allison & Co., Inc. 0.12% Add +1.2% 1,885 $202K
Rothschild Capital Partners, LLC 0.04% New 1,885 $202K
Sovereign Financial Group, Inc. 0.03% Reduce -13.2% 1,880 $201K
Lanark Financial, Inc. 0.01% Add +40.6% 1,872 $201K
Premier Private Wealth Management LLC 0.18% Reduce -0.9% 1,871 $200K
Dopkins Wealth Management, LLC 0.07% No change 1,868 $200K
Mosley Wealth Management 0.06% Reduce -83.8% 1,850 $198K
JFS Wealth Advisors, LLC 0.01% No change 1,832 $196K
CVA Family Office, LLC 0.02% Add +12.4% 1,771 $190K
Tucker Asset Management LLC 0.05% Add +7.3% 1,769 $190K
Glassman Wealth Services 0.02% Add +1040.7% 1,711 $183K
Franklin Resources Inc. 0.00% Add +28.8% 1,634 $175K
Armstrong Advisory Group, Inc. 0.01% Add +11.5% 1,604 $172K
Smartleaf Asset Management LLC 0.01% No change 1,588 $171K
EverSource Wealth Advisors, LLC 0.01% Reduce -33.3% 1,561 $167K
Ogorek Anthony Joseph /NY/ 0.04% Add +0.2% 1,552 $166K
Certuity, LLC 0.01% Reduce -15.8% 1,501 $161K
Webster Bank, N. A. 0.01% Add +30.5% 1,496 $160K
UMB Bank, n.a. 0.00% Reduce -15.5% 1,449 $155K
Parallel Advisors, LLC 0.00% Reduce -1.3% 1,400 $150K
MV Capital Management, Inc. 0.01% No change 1,386 $148K
Y.D. More Investments Ltd 0.00% Reduce -30.9% 1,381 $148K
Bayban 0.11% No change 1,355 $145K
Atlantic Union Bankshares Corp 0.00% Add +336.7% 1,332 $143K
Raffa Wealth Management, LLC 0.02% No change 1,328 $142K
Bangor Savings Bank 0.01% Add +36.1% 1,267 $136K
Sava Infond d.o.o. 0.01% Reduce -50.0% 1,250 $134K
Montag A & Associates Inc. 0.01% Reduce -76.9% 1,221 $131K
Global Trust Asset Management, LLC 0.04% Reduce -7.8% 1,180 $126K
Bank of New Hampshire 0.03% Reduce -33.5% 1,171 $125K
Signature Resources Capital Management, LLC 0.05% No change 1,113 $119K
Geneos Wealth Management Inc. 0.00% Add +9.0% 1,098 $118K
SJS Investment Consulting Inc. 0.01% Reduce -1.4% 1,085 $116K
Ballast Advisors LLC 0.03% New 1,083 $116K
Fiduciary Financial Advisors 0.01% New 1,065 $115K
Hantz Financial Services, Inc. 0.00% Reduce -4.7% 1,073 $115K
City Holding Co. 0.01% Add +2.4% 1,065 $114K
Rice Partnership, LLC 0.01% Add +25.1% 1,021 $109K
Signaturefd, LLC 0.00% Reduce -16.9% 1,007 $108K
Colonial Trust Advisors 0.01% Reduce -11.9% 1,000 $107K
Independence Bank of Kentucky 0.01% Reduce -4.8% 989 $106K
Private Wealth Asset Management, LLC 0.01% Reduce -40.8% 985 $106K
International Assets Investment Management, LLC 0.01% Add +17.8% 959 $105K
Weaver Capital Management LLC 0.02% No change 940 $104K
Caldwell Sutter Capital, Inc. 0.04% Reduce -47.8% 972 $104K
Winch Advisory Services, LLC 0.02% Add +0.3% 965 $103K
Financial Consulate, Inc. 0.01% No change 961 $103K
Investors Research Corp 0.02% No change 951 $102K
Barnes Dennig Private Wealth Management LLC 0.08% Add +2.5% 945 $101K
StrongBox Wealth, LLC 0.03% New 942 $101K
Activest Wealth Management 0.02% Reduce -46.8% 918 $98K
Cornerstone Planning Group LLC 0.01% Reduce -11.9% 900 $98K
FAS Wealth Partners, Inc. 0.01% Reduce -2.8% 904 $97K
Align Financial, LLC 0.05% No change 904 $97K
BOCHK Asset Management Ltd 0.02% New 900 $96K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% No change 897 $96K
First Community Trust NA 0.04% No change 896 $96K
Glen Eagle Advisors, LLC 0.01% Add +38.6% 890 $95K
Capital Investment Advisory Services, LLC 0.01% Add +20.1% 867 $93K
Banque Cantonale Vaudoise 0.00% No change 859 $92K
Burnham & Co LLC 0.07% — 836 $90K
Ancora Advisors LLC 0.00% No change 818 $88K
Regatta Research & Money Management 0.08% — 812 $87K
Paladin Advisory Group, LLC 0.06% No change 807 $86K
Avalon Trust Co 0.01% No change 807 $86K
Parkside Financial Bank & Trust 0.01% No change 802 $86K
LFA - Lugano Financial Advisors SA 0.05% No change 801 $86K
Triumph Capital Management 0.01% Reduce -7.8% 744 $80K
Nemes Rush Group LLC 0.01% Add +0.1% 731 $78K
Plante Moran Financial Advisors, LLC 0.00% Reduce -51.7% 729 $78K
Harbor Investment Advisory, LLC 0.01% No change 726 $78K
Valley Wealth Managers, Inc. 0.00% Add +2.8% 725 $78K
Provident Wealth Management, LLC 0.02% No change 711 $76K
Seneschal Advisors, LLC 0.05% New 700 $75K
Godsey & Gibb, Inc. 0.01% No change 683 $73K
Comprehensive Financial Planning, Inc. 0.04% Reduce -27.7% 680 $73K
St Germain D J Co. Inc. 0.00% No change 678 $73K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 645 $69K
Integrity Financial Corp 0.03% Add +0.3% 632 $68K
3Chopt Investment Partners, LLC 0.01% Reduce -19.8% 629 $67K
Fairway Wealth LLC 0.02% Add +25.5% 616 $66K
Cambient Family Office, LLC 0.01% New 614 $66K
Continuum Advisory, LLC 0.01% New 599 $64K
National Bank of Canada 0.00% No change 562 $63K
Cassaday & Co Wealth Management LLC 0.00% No change 572 $61K
Signature Equity Partners, LLC 0.03% Add +54.5% 570 $61K
Aventura Private Wealth, LLC 0.02% Reduce -44.8% 562 $60K
Guardian Partners Inc. 0.01% New 545 $58K
Hazlett, Burt & Watson, Inc. 0.02% No change 547 $58K
Beacon Investment Advisory Services, Inc. 0.00% New 533 $57K
Transce3nd, LLC 0.50% Reduce -25.3% 511 $57K
Medallion Wealth Advisors, LLC 0.02% Reduce -0.2% 529 $57K
Wilmington Savings Fund Society, FSB 0.00% No change 519 $56K
TIAA Wealth Investment Management LLC 0.00% No change 508 $55K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 495 $53K
Sage Mountain Advisors LLC 0.00% No change 493 $53K
Wealth Enhancement Trust Services, Inc. 0.01% No change 489 $52K
Community Bank, N.A. 0.01% Reduce -2.6% 482 $52K
Hilton Head Capital Partners, LLC 0.03% Reduce -31.8% 476 $51K
Crewe Advisors LLC 0.00% Add +27.1% 465 $50K
Farmers & Merchants Investments Inc. 0.00% Reduce -6.3% 464 $50K
WealthCollab, LLC 0.02% New 444 $48K
Register Financial Advisors LLC 0.01% No change 439 $47K
BankPlus Trust Department 0.01% No change 435 $47K
Strategic Wealth Partners, Ltd. 0.00% Reduce -0.2% 429 $46K
SBI Securities Co., Ltd. 0.00% Reduce -2.3% 417 $45K
Townsend Asset Management Corp. /NC/ 0.01% Reduce -5.4% 403 $43K
Morse Asset Management, Inc 0.01% No change 400 $43K
Truvestments Capital LLC 0.01% Add +0.3% 392 $42K
Trifecta Capital Advisors, LLC 0.01% No change 391 $42K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 389 $42K
Salem Investment Counselors Inc. 0.00% Reduce -2.5% 387 $41K
SouthState Bank Corp 0.00% No change 384 $41K
Nova Wealth Management, Inc. 0.02% Add +340.2% 383 $41K
United Community Bank 0.01% No change 380 $41K
Roxbury Financial LLC 0.03% Add +0.3% 380 $41K
Birchbrook, Inc. 0.02% No change 378 $40K
Investment Research & Advisory Group, Inc. 0.01% No change 135 $40K
HHM Wealth Advisors, LLC 0.00% No change 368 $39K
Quent Capital, LLC 0.00% New 367 $39K
MCF Advisors LLC 0.00% No change 356 $38K
Westside Investment Management, Inc. 0.01% No change 356 $38K
Wilkerson Advisory Group LLC 0.01% No change 342 $37K
NFSG Corp 0.00% Reduce -1.2% 337 $36K
Pacifica Partners Inc. 0.01% No change 325 $36K
MidFirst Bank 0.00% Add +121.3% 332 $36K
Capital Investment Counsel, Inc 0.00% New 325 $35K
Avion Wealth 0.01% Reduce -32.9% 326 $34K
BankChampaign, National Association 0.02% No change 290 $31K
Archer Investment Corp 0.01% Add +26.4% 287 $31K
XP Advisory US, Inc. 0.02% — 281 $30K
Robinswood Financial LLC 0.01% New 275 $30K
Rossby Financial, LCC 0.01% Reduce -51.4% 271 $29K
Downshift Financial, LLC 0.01% New 268 $29K
Biltmore Family Office, LLC 0.00% Add +10.8% 267 $29K
Delta Asset Management LLC 0.00% No change 263 $28K
FWL Investment Management, LLC 0.01% Add +16.6% 253 $27K
Anchor Investment Management, LLC 0.00% Reduce -9.1% 250 $27K
Cape Investment Advisory, Inc. 0.01% New 249 $27K
Financial Life Planners 0.02% No change 247 $26K
Ameritas Investment Partners, Inc. 0.00% No change 246 $26K
Napier Financial, LLC 0.01% Reduce -9.3% 244 $26K
Solstein Capital, LLC 0.01% No change 243 $26K
Steigerwald, Gordon & Koch Inc. 0.00% No change 227 $24K
Smallwood Wealth Investment Management, LLC 0.01% No change 226 $24K
Gill Capital Partners, LLC 0.01% No change 216 $23K
JDM Financial Group LLC 0.01% New 215 $23K
Bogart Wealth, LLC 0.00% No change 215 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 214 $23K
one8zero8, LLC 0.00% Add +69.6% 212 $23K
Luminist Capital LLC 0.03% Reduce -97.4% 210 $22K
Strive Financial Group ,LLC 0.01% New 200 $21K
GHP Investment Advisors, Inc. 0.00% No change 200 $21K
Orion Capital Management LLC 0.01% New 194 $21K
Oakworth Capital, Inc. 0.00% No change 185 $20K
Pioneer Family Office, LLC 0.01% Reduce -24.0% 184 $20K
Pacific Center for Financial Services 0.00% No change 180 $19K
Versant Capital Management, Inc 0.00% No change 176 $19K
Provenance Wealth Advisors, LLC 0.00% No change 173 $19K
Miller Capital Partners, Inc. 0.01% No change 164 $18K
1 North Wealth Services LLC 0.01% New 161 $17K
Asset Dedication, LLC 0.00% Reduce -13.9% 161 $17K
Grove Bank & Trust 0.00% New 159 $17K
Brooklyn FI, LLC 0.00% New 153 $17K
American National Bank & Trust 0.00% Reduce -47.2% 153 $16K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 152 $16K
Costello Asset Management, INC 0.00% No change 151 $16K
Gladwyn Financial Advisors, Inc. 0.01% No change 150 $16K
Advocate Investing Services LLC 0.01% No change 150 $16K
Johnson Financial Group, Inc. 0.00% No change 148 $16K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 147 $16K
Valley National Advisers Inc. 0.00% No change 147 $16K
Nvwm, LLC 0.00% Reduce -11.0% 146 $16K
Vision Retirement, LLC 0.00% Add +33.0% 145 $16K
TD Private Client Wealth LLC 0.00% Add +600.0% 140 $15K
GGM Financial LLC 0.01% Add +0.7% 139 $15K
Trust Co. of Toledo NA 0.00% No change 136 $15K
Stone House Investment Management, LLC 0.00% Reduce -2.2% 135 $14K
Mather Group, Llc. 0.00% New 133 $14K
Kingdom Financial Group LLC. 0.00% New 132 $14K
Eukles Asset Management 0.01% Reduce -27.4% 130 $14K
Family Manage LLC 0.00% No change 123 $13K
GW&K Investment Management, LLC 0.00% No change 120 $13K
Dunhill Financial, LLC 0.00% No change 117 $13K
First Command Advisory Services, Inc. 0.00% Reduce -54.9% 115 $12K
Barrett & Company, Inc. 0.00% Reduce -0.9% 114 $12K
Brown, Lisle/Cummings, Inc. 0.00% Add +14.0% 114 $12K
Wagner Wealth Management, LLC 0.00% No change 114 $12K
Ankerstar Wealth, LLC 0.01% Add +0.9% 112 $12K
Pursuit Wealth Strategies, LLC 0.02% Add +0.9% 111 $12K
Union Savings Bank 0.00% No change 107 $11K
Center for Financial Planning, Inc. 0.00% No change 105 $11K
Marshall Investment Management, LLC 0.00% No change 102 $11K
Planning Strategies Inc. 0.01% — 100 $11K
True Wealth Design, LLC 0.00% No change 100 $11K
Lodestone Wealth Management LLC 0.00% Reduce -19.5% 99 $11K
SHP Wealth Management 0.00% Add +1087.5% 95 $10K
Central Pacific Bank - Trust Division 0.00% No change 94 $10K
Rakuten Securities, Inc. 0.00% No change 92 $10K
Philadelphia Investment Partners, LLC 0.00% No change 69 $7K
Tower View Wealth Management LLC 0.00% No change 68 $7K
Logan Capital Management Inc. 0.00% — 68 $7K
Reyes Financial Architecture, Inc. 0.00% No change 68 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 68 $7K
N.E.W. Advisory Services LLC 0.00% No change 68 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 67 $7K
First PREMIER Bank 0.00% No change 62 $7K
KERR FINANCIAL PLANNING Corp 0.01% No change 62 $7K
Covestor Ltd 0.00% Reduce -12.7% 55 $6K
Gold Investment Management Ltd. 0.00% No change 50 $5K
Tidemark, LLC 0.00% Reduce -63.8% 46 $5K
United Financial Planning Group LLC 0.00% No change 46 $5K
Rexford Capital Inc. 0.00% No change 45 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 44 $5K
Lloyd Advisory Services, LLC. 0.00% New 41 $4K
Millstone Evans Group, LLC 0.00% No change 40 $4K
Daiwa Securities Group Inc. 0.00% Add +39.3% 39 $4K
Legacy Bridge, LLC 0.00% No change 37 $4K
Evolution Wealth Management Inc. 0.00% New 36 $4K
Caitlin John, LLC 0.00% Reduce -8.1% 34 $4K
Founders Capital Management 0.00% No change 31 $3K
Bulwark Capital Corp 0.00% No change 30 $3K
HM Payson & Co. 0.00% New 30 $3K
Wolff Wiese Magana LLC 0.00% No change 29 $3K
Mechanics Financial Corp 0.00% New 27 $3K
PlanVest Financial, Inc 0.00% No change 26 $3K
Cranbrook Wealth Management, LLC 0.00% No change 25 $3K
Silicon Valley Capital Partners 0.00% No change 24 $3K
DecisionPoint Financial, LLC 0.00% No change 22 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 20 $2K
LifeSteps Financial, Inc. 0.00% New 20 $2K
Cordgrass Capital Advisors, LLC 0.00% New 20 $2K
IAG Wealth Partners, LLC 0.00% No change 20 $2K
WealthShield Partners, LLC 0.00% Reduce -29.6% 19 $2K
Synergy Investment Management, LLC 0.00% Reduce -88.1% 16 $2K
Vanguard National Trust Co 0.00% No change 15 $2K
Meramec Financial Planners, LLC 0.00% New 14 $2K
Wellington-Altus USA Inc. 0.00% No change 13 $1K
Financial Gravity Companies, Inc. 0.00% — 10 $1K
Tripletail Wealth Management, LLC 0.00% Add +200.0% 9 $986
Abound Wealth Management 0.00% New 9 $965
Tounjian Advisory Partners, LLC 0.00% Reduce -99.7% 8 $882
Gilpin Wealth Management, LLC 0.00% No change 8 $858
McGuire Capital Advisors Inc. 0.00% No change 7 $750
WPG Advisers, LLC 0.00% No change 5 $536
Abound Financial, LLC 0.00% No change 3 $321
Raleigh Capital Management Inc. 0.00% No change 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.