SS Industrial Select SectorXLIETF

13F holders, Q4 2025 (December 31)
1,506holders +91
122new positions
96sold out
8famous investors
$154.99avg. 13F price*

At the end of Q4 2025, 1,506 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 91 from Q3 2025. 122 opened new positions and 96 sold out. The largest holders were Bank of America Corp. ($1.8B), Morgan Stanley ($1.5B) and JPMorgan Chase & Co. ($1.5B). 8 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
SS Industrial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 2025)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions122$255.0M
Exits96$160.1M

All 13F filers, Q3 2025 → Q4 2025: 14,486,860 shares bought and 10,171,839 shares sold, net +4,315,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,506 holders

Bank of America Corp. 0.13% Add +4.5% 11,835,545 $1.8B
Morgan Stanley 0.09% Add +9.2% 9,884,699 $1.5B
JPMorgan Chase & Co. 0.10% Reduce -6.0% 9,835,038 $1.5B
Goldman Sachs Group Inc. 0.21% Reduce -3.9% 9,600,052 $1.5B
Wells Fargo & Company 0.20% Add +31.6% 6,607,181 $1.0B
LPL Financial LLC 0.21% Add +2.1% 4,914,079 $762.3M
Phoenix Financial Ltd. 6.64% Add +159.8% 3,950,353 $612.8M
Healthcare of Ontario Pension Plan Trust Fund 1.04% Add +26.7% 3,928,000 $609.3M
Menora Mivtachim Holdings LTD. 2.82% Add +9.8% 3,874,240 $601.0M
UBS Group AG 0.12% Reduce -2.7% 3,866,302 $599.7M
Citigroup Inc. 0.40% Reduce -42.7% 3,739,006 $580.0M
Migdal Insurance & Financial Holdings Ltd. 4.35% Reduce -9.5% 3,262,446 $506.1M
Fisher Asset Management 0.17% Add +3.4% 3,119,968 $484.0M
Ameriprise Financial Inc. 0.11% Add +11.5% 2,994,656 $464.6M
Envestnet Asset Management Inc. 0.13% Reduce -5.2% 2,824,657 $438.2M
Raymond James Financial Inc. 0.11% Add +6.5% 2,188,102 $339.4M
Focus Partners Wealth 0.37% Add +0.2% 2,078,231 $322.4M
BNP Paribas Financial Markets 0.19% Reduce -43.7% 1,904,414 $295.4M
Royal Bank of Canada 0.05% Reduce -7.5% 1,721,789 $267.1M
Cibc World Market Inc. 0.45% Add +0.1% 1,614,320 $250.4M
ING Groep NV 1.33% No change 1,419,576 $220.2M
Bank of Montreal 0.09% Add +3.3% 1,398,413 $216.9M
PGIM Custom Harvest LLC 2.68% Reduce -1.7% 1,171,551 $181.7M
Factory Mutual Insurance Co. 1.45% No change 923,500 $143.3M
MML Investors Services, LLC 0.28% Add +13.1% 752,427 $116.7M
Millennium Management 0.09% Add +8.7% 748,846 $116.2M
Meitav Investment House Ltd. 1.29% Add +1.4% 718,549 $111.5M
Osaic Holdings, Inc. 0.16% Reduce -7.2% 714,399 $110.9M
Susquehanna International Group, LLP 0.15% Add +786.5% 685,246 $106.3M
Employees Retirement System of Texas 0.98% Add +5.0% 662,800 $102.8M
BlackRock, Inc. 0.00% Add +71.2% 659,226 $102.3M
Mirae Asset Securities (usa) Inc. 3.99% Add +0.1% 650,382 $100.9M
Cetera Investment Advisers 0.11% Reduce -2.4% 650,218 $100.9M
Marshall Wace, LLP 0.09% Add +463.7% 589,826 $91.5M
Agf Management Ltd. 0.39% Add +42.6% 579,320 $89.9M
Clal Insurance Enterprises Holdings Ltd 0.57% No change 567,000 $88.0M
Rockefeller Capital Management L.P. 0.14% Add +14.0% 500,287 $77.6M
Assetmark, Inc. 0.16% Reduce -15.2% 495,382 $76.8M
Stifel Financial Corp. 0.07% Add +2.4% 479,716 $74.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.39% Add +21.6% 475,240 $73.7M
Thrivent Financial for Lutherans 0.13% Add +473.6% 463,001 $72.0M
Advisory Alpha, LLC 1.90% Reduce -24.3% 449,853 $69.8M
RiverFront Investment Group, LLC 1.12% Add +0.0% 438,567 $68.0M
Commonwealth Equity Services, LLC 0.09% Add +8.6% 428,841 $66.5M
Northern Trust Corp. 0.01% Add +1.0% 392,073 $60.8M
Captrust Financial Advisors 0.11% Add +6.5% 377,813 $58.6M
Franklin Resources Inc. 0.01% Add +7.5% 366,715 $56.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.67% No change 362,774 $56.3M
Private Advisor Group, LLC 0.26% Reduce -1.7% 360,588 $55.9M
HighTower Advisors, LLC 0.06% Reduce -5.1% 351,387 $54.5M
Natixis 0.21% Reduce -0.3% 350,617 $54.4M
Optiver Holding B.V. 0.96% New 342,265 $53.1M
Trust Asset Management LLC 3.62% Reduce -3.5% 342,261 $53.1M
Alps Advisors Inc. 0.31% Add +9.5% 339,299 $52.6M
Truist Financial Corp. 0.07% Reduce -3.1% 337,814 $52.4M
Mercer Global Advisors Inc. 0.08% Reduce -9.7% 341,310 $51.9M
J.Safra Asset Management Corp 2.67% Add +6.3% 327,617 $50.8M
Qube Research & Technologies Ltd 0.07% Add +7.1% 304,256 $47.2M
Ferguson Wellman Capital Management, Inc. 0.75% Add +818.7% 303,642 $47.1M
Bellwether Advisors, LLC 7.37% Reduce -0.3% 297,600 $46.2M
Trilogy Capital Inc. 2.06% Add +103.7% 297,494 $46.1M
PNC Financial Services Group, Inc. 0.02% Reduce -1.6% 277,497 $43.0M
Janney Montgomery Scott LLC 0.10% Add +2.2% 273,947 $42.5M
KCM Investment Advisors LLC 1.28% Reduce -1.1% 256,851 $39.8M
Greenwood Gearhart LLC 2.11% Add +0.5% 246,725 $38.3M
Cerity Partners LLC 0.06% Add +95.0% 245,002 $38.0M
FIL Ltd 0.03% Reduce -2.9% 240,710 $37.3M
Perbak Capital Partners LLP 11.33% Reduce -46.5% 239,314 $37.1M
Park Avenue Securities LLC 0.31% Add +0.1% 238,835 $37.0M
Cullen Capital Management, LLC 0.40% Add +3121.1% 237,878 $36.9M
Mariner, LLC 0.04% Add +3.3% 236,370 $36.7M
Biltmore Wealth Management, LLC 13.12% Reduce -1.6% 224,016 $34.7M
1832 Asset Management L.P. 0.04% Reduce -2.0% 222,015 $34.4M
Peapack Gladstone Financial Corp. 0.42% Reduce -1.2% 216,890 $33.6M
Jones Financial Companies LLLP 0.02% Add +15.3% 216,356 $33.6M
New Harbor Financial Group, LLC 5.40% Add +3.7% 189,965 $29.5M
US Bancorp \de 0.03% Reduce -3.5% 186,854 $29.0M
Flaharty Asset Management, LLC 3.35% Add +0.6% 172,675 $26.8M
Stonebridge Financial Group, LLC 2.27% Add +4163.1% 171,163 $26.6M
Cambridge Investment Research Advisors, Inc. 0.07% Add +2.9% 170,451 $26.4M
Fifth Third Bancorp 0.08% Reduce -11.1% 167,285 $25.9M
Armstrong Advisory Group, Inc. 1.74% Add +1.1% 166,442 $25.8M
Foundations Investment Advisors, LLC 0.34% Reduce -3.1% 164,925 $25.6M
Swan Global Investments, LLC 1.18% Reduce -22.5% 159,955 $24.8M
Bar Harbor Wealth Management 1.41% Add +0.7% 157,021 $24.4M
Creative Planning 0.02% Add +2.6% 153,125 $23.8M
Gerber Kawasaki Wealth & Investment Management 0.81% Add +6.2% 149,621 $23.2M
Elo Mutual Pension Insurance Co 0.35% New 149,131 $23.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4.54% No change 149,120 $23.1M
Barclays PLC 0.01% Add +217.2% 145,902 $22.6M
Krilogy Financial LLC 0.77% Add +4.0% 137,284 $22.6M
FMR LLC 0.00% Add +8.1% 144,979 $22.5M
Quantitative Investment Management, LLC 2.10% Add +3185.9% 139,324 $21.6M
Concord Investment Counsel Inc. 7.01% Reduce -1.9% 139,101 $21.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.51% Add +1.7% 138,742 $21.5M
Sanctuary Advisors, LLC 0.12% Reduce -3.0% 138,426 $21.5M
WCG Wealth Advisors LLC 0.59% Add +164.4% 135,082 $21.0M
AE Wealth Management LLC 0.12% Add +6.7% 133,896 $20.8M
Robertson Stephens Wealth Management, LLC 0.58% Add +2.8% 133,494 $20.7M
Capital Investment Advisors, LLC 0.31% Add +46.9% 130,058 $20.2M
Corient Private Wealth LP 0.03% Add +30.2% 129,935 $20.2M
Nelson Capital Management, LLC 2.34% Reduce -1.6% 129,065 $20.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.9% 126,677 $19.7M
Equitable Holdings, Inc. 0.13% Reduce -9.7% 126,067 $19.6M
Country Trust Bank 0.35% Add +3753.0% 125,145 $19.4M
AlphaStar Capital Management, LLC 1.39% Add +4975.3% 122,212 $19.0M
NewSquare Capital LLC 1.67% Reduce -9.4% 122,016 $18.9M
Rothschild Capital Partners, LLC 4.44% Reduce -24.6% 121,111 $18.8M
Lighthouse Financial Services Inc. 4.32% — 121,055 $18.8M
Oppenheimer Asset Management Inc. 0.23% Add +9.8% 119,290 $18.5M
Citadel Advisors 0.01% Add +217.0% 118,425 $18.4M
IHT Wealth Management, LLC 0.43% Reduce -1.0% 113,533 $17.6M
Strategic Point Investment Advisors, LLC 2.43% Add +1.8% 113,283 $17.6M
Round Rock Advisors LLC 2.59% Add +1.3% 111,086 $17.2M
IMZ Advisory Inc 6.28% Reduce -4.9% 110,617 $17.2M
Old National Bancorp 0.28% Reduce -0.9% 107,869 $16.7M
Spire Wealth Management 0.56% Reduce -4.0% 107,837 $16.7M
Renaissance Technologies 0.03% New 106,300 $16.5M
Jefferies Financial Group Inc. 0.13% Reduce -34.8% 103,301 $16.0M
Kestra Advisory Services, LLC 0.07% Reduce -2.4% 102,951 $16.0M
Carnegie Investment Counsel 0.29% Reduce -1.0% 102,064 $15.8M
TD Waterhouse Canada Inc. 0.09% Add +80.7% 95,685 $14.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +7.0% 90,726 $14.8M
Summit Trail Advisors, LLC 0.25% Reduce -15.4% 94,387 $14.6M
First Interstate Bank 0.78% Reduce -2.8% 94,215 $14.6M
Wharton Business Group, LLC 0.55% Reduce -0.2% 93,641 $14.5M
Trek Financial, LLC 0.84% Reduce -5.4% 93,561 $14.5M
Walleye Capital LLC 0.09% Add +10.8% 92,067 $14.3M
WBH Advisory Inc. 1.04% Reduce -2.9% 90,919 $14.1M
Martin & Co. Inc. 2.38% Add +2.8% 89,227 $13.8M
NewEdge Advisors, LLC 0.05% Add +13.9% 88,716 $13.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% New 87,742 $13.6M
Steward Partners Investment Advisory, LLC 0.07% Reduce -46.6% 87,093 $13.5M
Chicago Wealth Management, Inc. 5.43% Add +0.1% 87,043 $13.5M
MAI Capital Management 0.08% Reduce -4.2% 86,234 $13.4M
Innealta Capital, LLC 7.03% Reduce -2.0% 83,731 $13.0M
HighPoint Advisor Group LLC 0.28% New 83,524 $13.0M
PFG Advisors 0.62% Reduce -7.3% 82,659 $12.8M
Forbes J M & Co. LLP 1.03% No change 82,117 $12.7M
NTV Asset Management LLC 1.35% Add +1.1% 81,883 $12.7M
Tiaa Trust, National Association 0.03% Add +472.5% 80,551 $12.5M
Onyx Bridge Wealth Group LLC 1.33% Add +1477.0% 80,314 $12.5M
Long Run Wealth Advisors, LLC 2.33% Add +4.9% 79,606 $12.3M
EP Wealth Advisors, LLC 0.06% — 79,535 $12.3M
Comerica Bank 0.05% Reduce -0.1% 79,500 $12.3M
Sequoia Financial Advisors, LLC 0.07% Reduce -0.2% 78,303 $12.1M
Stillwater Capital Advisors, LLC 1.29% Reduce -0.8% 77,430 $12.0M
Harel Insurance Investments & Financial Services Ltd. 0.10% Reduce -88.0% 75,364 $11.7M
Gladstone Institutional Advisory LLC 0.44% Reduce -12.6% 75,203 $11.7M
Cwm, LLC 0.03% Add +37.1% 74,396 $11.5M
Westwood Holdings Group Inc. 0.09% Reduce -0.3% 73,358 $11.4M
Fourpath Capital Management, LLC 1.55% Add +2058.8% 72,794 $11.3M
Squarepoint Ops LLC 0.02% Reduce -45.0% 72,703 $11.3M
Tamar Securities, LLC 1.18% Add +3.5% 72,063 $11.2M
Jmac Enterprises LLC 2.13% Add +1.3% 72,004 $11.2M
Ayalon Insurance Comp Ltd. 2.70% Add +14.1% 71,718 $11.1M
Pathstone Holdings, LLC 0.04% Reduce -6.1% 71,163 $11.0M
Tritonpoint Wealth, LLC 1.11% Reduce -2.4% 70,543 $10.9M
National Bank of Canada 0.01% Add +2.8% 69,492 $10.8M
Dakota Wealth Management 0.19% Add +3.3% 69,167 $10.7M
SG Americas Securities, LLC 0.01% Reduce -51.1% 67,458 $10.5M
Chevy Chase Trust Holdings, LLC 0.03% Add +53.5% 67,200 $10.4M
Balyasny Asset Management L.P. 0.02% New 67,066 $10.4M
Founders Financial Securities LLC 0.61% Add +11.0% 66,971 $10.4M
Baird Financial Group, Inc. 0.02% Add +45.8% 66,781 $10.4M
Lido Advisors, LLC 0.04% Add +3.5% 65,816 $10.2M
Sharper & Granite LLC 3.57% Reduce -0.4% 65,255 $10.1M
Private Wealth Advisors, LLC 3.59% Add +11.1% 64,276 $10.0M
Advisory Services Network, LLC 0.14% Add +3.2% 63,740 $9.9M
Clarity Financial LLC 0.90% Add +130.0% 62,393 $9.7M
Concurrent Investment Advisors, LLC 0.11% Add +26.8% 61,798 $9.6M
Salomon & Ludwin, LLC 0.85% Reduce -2.1% 59,859 $9.6M
Senator Investment Group LP 0.38% New 61,274 $9.5M
Opal Wealth Advisors, LLC 2.47% Add +1.8% 61,028 $9.5M
Volterra Technologies LP 9.67% Add +243.9% 60,888 $9.4M
Estate Counselors, LLC 0.79% New 60,770 $9.4M
HSBC Holdings PLC 0.01% Add +0.8% 59,839 $9.3M
Walleye Trading LLC 0.15% Reduce -37.5% 59,774 $9.3M
Busey Bank 0.24% Add +0.6% 59,351 $9.2M
Shira Ridge Wealth Management 3.69% Add +3.1% 59,144 $9.2M
Centaurus Financial, Inc. 0.41% Add +1.7% 58,018 $9.0M
Federation des caisses Desjardins du Quebec 0.03% Add +400.9% 57,958 $9.0M
Lyell Wealth Management, LP 0.64% Reduce -1.4% 57,372 $8.9M
&partners 0.05% Add +25.0% 57,229 $8.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.18% Add +6.5% 56,494 $8.8M
Waverly Advisors, LLC 0.07% Add +7.7% 55,969 $8.7M
Atlas Capital Advisors Inc. 0.95% — 55,251 $8.6M
Trust Co. of Oklahoma 2.48% Add +3.6% 54,897 $8.5M
Vickerman Investment Advisors, Inc. 1.69% Add +2.4% 54,561 $8.5M
Premier Path Wealth Partners, LLC 1.08% Reduce -6.2% 53,838 $8.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 52,568 $8.2M
DRW Securities, LLC 0.62% Add +410.8% 52,380 $8.1M
Oppenheimer & Co. Inc. 0.12% Add +8.3% 52,343 $8.1M
Compass Wealth Management, LLC 3.30% Add +11.0% 51,628 $8.0M
BlueStem Wealth Partners, LLC 0.88% New 51,280 $8.0M
Jump Financial, LLC 0.11% New 50,539 $7.8M
Bright Rock Capital Management, LLC 1.52% New 50,000 $7.8M
AlphaCore Capital LLC 0.17% Reduce -2.8% 49,700 $7.7M
Burns J W & Co. Inc. 0.84% Reduce -0.8% 48,725 $7.6M
Quantinno Capital Management LP 0.01% Add +8.2% 47,717 $7.4M
Wealthcare Advisory Partners LLC 0.14% Add +8.6% 47,312 $7.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +66.4% 47,230 $7.3M
Hancock Whitney Corp. 0.13% Add +0.5% 47,186 $7.3M
Sage Rhino Capital LLC 1.37% Add +0.8% 46,893 $7.3M
Merit Financial Group, LLC 0.06% Add +10.2% 46,171 $7.2M
Essex LLC 1.26% Add +3.0% 45,775 $7.1M
Cornerstone Wealth Group, LLC 0.49% Reduce -1.4% 45,770 $7.1M
Spinnaker Trust 0.37% Reduce -2.0% 44,774 $6.9M
Toth Financial Advisory Corp. 0.75% Reduce -1.9% 44,609 $6.9M
Keystone Global Partners, LLC 3.00% Add +26.1% 44,003 $6.8M
Intrua Financial, LLC 0.75% Reduce -7.8% 43,941 $6.8M
Magnus Financial Group LLC 0.52% Add +4.0% 43,804 $6.8M
Thor Trading Advisors, LLC 2.81% Add +28.6% 43,335 $6.8M
Integrated Wealth Concepts LLC 0.08% Reduce -26.2% 43,229 $6.7M
Beacon Pointe Advisors, LLC 0.05% Add +7.0% 43,081 $6.7M
One Wealth Map LLC 3.38% Add +3.7% 39,681 $6.6M
Envestnet Portfolio Solutions, Inc. 0.02% Add +11.4% 42,574 $6.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.0% 41,458 $6.5M
Orange Investment Advisors, Inc. 0.71% Reduce -3.0% 41,595 $6.5M
Capital Planning Advisors, LLC 0.86% Add +3.5% 41,501 $6.4M
Institute for Wealth Management, LLC. 0.68% Reduce -2.5% 41,270 $6.4M
Bank Hapoalim BM 0.57% Add +0.7% 41,229 $6.4M
NorthRock Partners, LLC 0.11% Add +46.5% 40,961 $6.4M
Rye Brook Capital LLC 5.90% No change 40,715 $6.3M
Winthrop Capital Management, LLC 1.46% Add +0.2% 40,414 $6.3M
Kennicott Capital Management LLC 3.03% Add +0.1% 40,329 $6.3M
Simmons Bank 0.42% Reduce -1.3% 40,022 $6.2M
Hudson Bay Capital Management LP 0.04% Reduce -20.0% 40,000 $6.2M
Tudor Investment Corporation 0.04% Add +158.0% 39,949 $6.2M
Pinnacle Associates Ltd. 0.08% Add +3.7% 39,813 $6.2M
Canton Hathaway, LLC 1.19% Add +1.8% 39,712 $6.2M
Algorithmic Investment Models, LLC 7.59% Reduce -2.5% 39,674 $6.2M
Cumberland Advisors Inc. 2.33% Add +2.3% 39,606 $6.1M
Scotia Capital Inc. 0.02% Add +8.0% 39,430 $6.1M
Prosperity Consulting Group, LLC 0.27% Reduce -0.1% 39,109 $6.1M
Benjamin Edwards Inc. 0.07% Add +0.4% 38,864 $6.0M
Stockman Wealth Management, Inc. 0.70% Add +9.8% 38,696 $6.0M
Mutual Advisors, LLC 0.13% Add +4.1% 38,696 $6.0M
IFG Advisory, LLC 0.26% Add +4.3% 38,469 $6.0M
Massachusetts Wealth Management 2.75% Add +1.1% 38,100 $5.9M
Provident Co of the Employees of the Hebrew University LTD 6.05% No change 37,587 $5.8M
Sigma Planning Corp 0.16% Add +6.1% 37,578 $5.8M
Natixis Advisors, LLC 0.01% Reduce -1.8% 37,465 $5.8M
Midwest Trust Co 0.07% Add +1.1% 37,349 $5.8M
United Capital Financial Advisors, LLC 0.03% Add +100.7% 37,246 $5.8M
Principal Securities, Inc. 0.09% Add +1.2% 37,205 $5.8M
IFP Advisors, Inc 0.13% Reduce -7.9% 36,514 $5.7M
Patten & Patten Inc. 0.33% Reduce -0.3% 36,107 $5.6M
Foronjy Financial LLC 2.34% Add +7.8% 36,083 $5.6M
AdvisorShares Investments LLC 0.93% New 35,986 $5.6M
Sykon Capital LLC 1.77% Add +34.1% 35,583 $5.5M
Sage Capital Advisors,llc 1.29% Add +0.3% 34,877 $5.4M
Vestor Capital, LLC 0.45% Reduce -88.8% 3,947 $5.4M
Ironwood Wealth Management, Inc. 2.42% Reduce -2.4% 33,254 $5.4M
Level Four Advisory Services, LLC 0.17% Add +15.8% 34,453 $5.3M
Harbour Investments, Inc. 0.11% Reduce -5.4% 34,360 $5.3M
Cresset Asset Management, LLC 0.02% Add +3.2% 33,981 $5.3M
Perennial Investment Advisors, LLC 0.41% Reduce -9.4% 33,707 $5.2M
Ashton Thomas Private Wealth, LLC 0.13% Reduce -8.6% 33,664 $5.2M
Petredis Investment Advisors LLC 0.41% Reduce -0.9% 33,645 $5.2M
SRB Corp. 0.29% No change 33,621 $5.2M
Crescent Grove Advisors, LLC 0.49% Add +11.3% 32,929 $5.1M
Camelot Technology Advisors, Inc. 3.81% Add +0.3% 32,683 $5.1M
D.A. Davidson & Co. 0.03% Add +90.8% 32,552 $5.0M
Global Retirement Partners, LLC 0.09% Add +19.6% 32,089 $5.0M
New Wave Wealth Advisors LLC 1.82% Add +2.5% 32,010 $5.0M
Orion Porfolio Solutions, LLC 0.04% Add +18.0% 31,469 $4.9M
Granite Harbor Advisors, Inc. 2.06% Add +1.6% 31,398 $4.9M
Independent Financial Group, LLC 0.11% Add +4.8% 31,241 $4.8M
Blair William & Co. 0.01% Reduce -0.9% 31,131 $4.8M
TCV Trust & Wealth Management, Inc. 0.39% Reduce -0.2% 31,125 $4.8M
Guerra Pan Advisors, LLC 2.84% Reduce -1.2% 30,810 $4.8M
Anfield Capital Management, LLC 1.49% Reduce -6.4% 30,470 $4.7M
AQR Capital Management 0.00% Add +3.1% 30,385 $4.7M
Prospera Financial Services Inc 0.08% Add +11.5% 29,849 $4.6M
Arkadios Wealth Advisors 0.09% Add +7.0% 29,420 $4.6M
Colton Groome Financial Advisors, LLC 1.31% Add +10.5% 29,360 $4.6M
Western Wealth Management, LLC 0.21% Reduce -2.1% 29,222 $4.5M
CMH Wealth Management LLC 0.97% Reduce -1.4% 29,179 $4.5M
Innova Wealth Partners 2.28% Reduce -3.9% 29,078 $4.5M
Arrow Investment Advisors, LLC 4.99% Reduce -2.6% 28,975 $4.5M
MPWM Advisory Solutions, LLC 2.48% Reduce -0.1% 28,651 $4.4M
DAVENPORT & Co LLC 0.02% Add +27.0% 28,416 $4.4M
Victory Financial Group, LLC 0.55% Add +5.6% 28,274 $4.4M
Farther Finance Advisors, LLC 0.05% Add +235.4% 28,202 $4.4M
Maxele Advisors, LLC 3.55% Reduce -0.5% 28,144 $4.4M
Allred Capital Management, LLC 1.58% Add +0.8% 28,132 $4.4M
NorthCrest Asset Manangement, LLC 0.10% Add +1.9% 27,173 $4.3M
RFG Advisory, LLC 0.08% Reduce -11.3% 27,782 $4.3M
Relyea Zuckerberg Hanson LLC 0.43% Add +0.2% 27,553 $4.3M
Graham Capital Management, L.P. 0.21% Reduce -82.8% 27,500 $4.3M
Cooksen Wealth, LLC 3.10% Add +1.8% 27,348 $4.2M
Dynamic Advisor Solutions LLC 0.14% Add +2.9% 27,329 $4.2M
AMG National Trust Bank 0.10% Reduce -5.2% 27,181 $4.2M
Horizon Investments, LLC 0.05% Add +7.4% 27,170 $4.2M
Glenmede Trust Co. NA 0.02% — 26,875 $4.2M
High Note Wealth, LLC 0.82% Reduce -1.5% 26,858 $4.2M
Strategic Financial Partners, Ltd. 1.80% Add +7.1% 26,835 $4.2M
SteelPeak Wealth, LLC 0.14% Reduce -9.4% 26,796 $4.2M
Vivid Wealth Management, LLC 1.61% Reduce -0.7% 26,641 $4.1M
Visionary Horizons, LLC 2.13% Add +3.3% 26,592 $4.1M
Meridian Investment Counsel Inc. 0.98% Add +5.0% 26,254 $4.1M
Rehmann Capital Advisory Group 0.21% Add +2.2% 26,249 $4.1M
Fiduciary Group, LLC 0.34% Add +5.9% 26,052 $4.0M
Summit Financial, LLC 0.06% Reduce -0.0% 25,998 $4.0M
World Investment Advisors 0.07% Reduce -36.1% 25,927 $4.0M
Snowden Capital Advisors LLC 0.10% Add +2.0% 25,867 $4.0M
Alliancebernstein L.P. 0.00% New 25,751 $4.0M
Apollon Financial, LLC 0.58% Add +111.3% 25,705 $4.0M
Stratos Wealth Partners, LTD. 0.05% Reduce -4.2% 25,656 $4.0M
Rockport Wealth LLC 0.77% Add +7.3% 25,593 $4.0M
Fairfield Financial Advisors, LTD 1.29% Add +3.9% 25,546 $4.0M
O'shaughnessy Asset Management, LLC 0.02% Add +31.1% 25,496 $4.0M
Intrepid Financial Planning Group LLC 1.50% Reduce -2.8% 25,373 $3.9M
EHP Funds Inc. 8.99% New 25,300 $3.9M
XTX Topco Ltd 0.10% Reduce -16.2% 25,295 $3.9M
West Financial Advisors, LLC 0.66% Add +3.3% 25,182 $3.9M
Sowell Financial Services LLC 0.14% Add +2.0% 24,756 $3.8M
Integrated Advisors Network LLC 0.17% Reduce -14.3% 24,709 $3.8M
Floyd Financial Group LLC 2.58% Add +1.6% 21,509 $3.8M
Madison Park Capital Advisors, LLC 3.09% Add +1.1% 24,544 $3.8M
Planwiser Financial, LLC 2.84% New 22,843 $3.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.27% No change 24,440 $3.8M
First Merchants Corp. 0.14% Reduce -0.2% 24,418 $3.8M
Hohimer Wealth Management, LLC 0.51% New 24,300 $3.8M
Choate Investment Advisors 0.07% Reduce -1.2% 24,231 $3.8M
Certified Advisory Corp 0.34% Add +0.0% 24,072 $3.7M
WealthBridge Capital Management, LLC 0.84% Reduce -1.7% 23,751 $3.7M
Venturi Wealth Management, LLC 0.16% Add +43.8% 23,480 $3.6M
Sig Brokerage, LP 1.22% Add +4.7% 23,461 $3.6M
Axxcess Wealth Management, LLC 0.06% Add +180.7% 23,236 $3.6M
Clarus Wealth Advisors 1.49% Add +3.2% 21,972 $3.6M
HB Wealth Management, LLC 0.02% Reduce -0.4% 23,206 $3.6M
Mechanics Bank Trust Department 0.47% Reduce -3.8% 23,206 $3.6M
Gotham Asset Management 0.01% Add +126.9% 23,112 $3.6M
Audent Global Asset Management, LLC 2.26% No change 23,000 $3.6M
Keybank National Association 0.01% Add +10.0% 22,997 $3.6M
Tidal Investments LLC 0.01% Reduce -20.8% 22,856 $3.5M
Vaughan David Investments LLC 0.08% Add +26.0% 22,634 $3.5M
Horizon Financial Services, LLC 1.60% Reduce -12.8% 22,617 $3.5M
Allworth Financial LP 0.01% Reduce -7.2% 22,126 $3.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.96% Reduce -0.3% 22,081 $3.4M
Taiyo Life Insurance Co. 0.29% New 22,000 $3.4M
Caption Management, LLC 0.15% New 22,000 $3.4M
Keebeck Wealth Management 0.39% Reduce -4.5% 21,974 $3.4M
Brookstone Capital Management 0.04% Reduce -19.2% 21,931 $3.4M
Howard Capital Management Group, LLC 0.21% Reduce -0.4% 21,924 $3.4M
Clear Creek Financial Management, LLC 0.28% Add +20.5% 21,897 $3.4M
First Trust Advisors LP 0.00% Add +2.0% 21,758 $3.4M
Signature Estate & Investment Advisors LLC 0.07% Add +5.6% 21,644 $3.4M
Measured Wealth Private Client Group, LLC 0.89% Add +451.8% 21,603 $3.4M
3EDGE Asset Management, LP 0.17% Add +29.8% 21,420 $3.3M
Dorsey Wright & Associates 0.73% Add +1.5% 21,573 $3.3M
Value Investment Professionals, LLC 3.48% — 21,390 $3.3M
Main Management LLC 0.24% Add +88.1% 21,347 $3.3M
Elevation Point Wealth Partners, LLC 0.16% Add +96.0% 21,314 $3.3M
KKM Financial LLC 0.59% Reduce -15.8% 21,290 $3.3M
Vestmark Advisory Solutions, Inc. 0.04% Add +294.7% 21,221 $3.3M
Courier Capital LLC 0.18% Add +4.4% 21,185 $3.3M
Butensky & Cohen Financial Security, Inc. 0.89% Add +0.7% 21,143 $3.3M
Bedell Frazier Investment Counselling, LLC 0.63% Reduce -0.3% 21,057 $3.3M
Zullo Investment Group, Inc. 1.19% Reduce -0.6% 21,014 $3.3M
Regions Financial Corp. 0.02% Add +88.1% 20,581 $3.2M
Ball & Co Wealth Management Inc. 2.05% Add +55.1% 20,485 $3.2M
U.S. Capital Wealth Advisors, LLC 0.08% Add +8.7% 20,283 $3.1M
Money Concepts Capital Corp. 0.17% Reduce -0.9% 20,021 $3.1M
Great Valley Advisor Group, Inc. 0.06% Reduce -0.5% 19,977 $3.1M
Huntington National Bank 0.03% Add +1.7% 19,937 $3.1M
Flagship Harbor Advisors, LLC 0.15% Reduce -6.2% 19,859 $3.1M
Chemung Canal Trust Co. 0.61% Reduce -1.3% 19,783 $3.1M
CX Institutional 0.09% Add +0.4% 19,734 $3.1M
State Street Corp. 0.00% Add +204.2% 19,678 $3.1M
M&T Bank Corp 0.01% Add +32.4% 19,669 $3.1M
Wall Street Financial Group, Inc. 2.21% Reduce -0.5% 19,563 $3.0M
Atria Investments, Inc 0.03% Reduce -4.2% 19,491 $3.0M
Amarillo National Bank 0.53% Reduce -3.0% 19,333 $3.0M
Tucker Asset Management LLC 0.87% Reduce -22.9% 19,331 $3.0M
NewEdge Wealth, LLC 0.03% Add +88.5% 19,292 $3.0M
Verition Fund Management LLC 0.02% No change 19,029 $3.0M
First Financial Bank - Trust Division 0.24% Add +3.0% 18,929 $2.9M
Chesapeake Wealth Management 0.86% Reduce -0.9% 18,701 $2.9M
Ameritas Advisory Services, LLC 0.11% Add +59.2% 18,616 $2.9M
MontVue Capital Management, Inc. 1.92% Reduce -2.2% 18,575 $2.9M
Nilsine Partners, LLC 0.25% No change 18,539 $2.9M
Perigon Wealth Management, LLC 0.05% Add +40.3% 18,501 $2.9M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -2.8% 18,487 $2.9M
Finivi Inc. 1.65% Add +1.5% 18,437 $2.9M
First Horizon Corp. 0.13% Reduce -3.0% 18,303 $2.8M
RPg Family Wealth Advisory, LLC 0.62% Reduce -7.3% 18,223 $2.8M
Analyst IMS Investment Management Services Ltd. 0.08% No change 18,200 $2.8M
Kingsview Wealth Management, LLC 0.04% Add +17.1% 18,192 $2.8M
Vectors Research Management, LLC 0.86% Reduce -0.9% 18,174 $2.8M
Fourth Dimension Wealth, LLC 1.03% Add +10.0% 18,130 $2.8M
Bank of New York Mellon Corp 0.00% Add +26.7% 18,099 $2.8M
WealthCare Investment Partners, LLC 0.81% Add +39.3% 17,672 $2.8M
Risk Paradigm Group, LLC 2.68% — 17,934 $2.8M
Associated Banc-Corp 0.07% Add +0.1% 17,862 $2.8M
CMG Global Holdings, LLC 1.23% Add +3.1% 16,353 $2.8M
Prime Capital Investment Advisors, LLC 0.03% Add +58.5% 17,773 $2.8M
Regal Investment Advisors LLC 0.16% Add +20.6% 17,674 $2.7M
Geneos Wealth Management Inc. 0.07% Add +250.4% 17,540 $2.7M
Bfsg, LLC 0.26% Reduce -0.1% 17,536 $2.7M
BigSur Wealth Management LLC 0.66% No change 17,500 $2.7M
Flagship Capital Management Inc. 1.91% — 17,401 $2.7M
St. Johns Investment Management Company, LLC 1.12% Add +8.1% 17,334 $2.7M
Hansen & Associates Financial Group, Inc. 1.47% Reduce -0.7% 15,437 $2.7M
Webster Bank, N. A. 0.25% Add +1.5% 17,217 $2.7M
Graetz Wealth LLC 2.42% — 17,152 $2.7M
T. Rowe Price Associates Inc. 0.00% No change 17,086 $2.7M
Wedbush Securities Inc. 0.08% Add +29.7% 16,852 $2.6M
Gallacher Capital Management LLC 1.01% Add +370.6% 16,774 $2.6M
Jacobi Capital Management LLC 0.15% Reduce -17.4% 16,658 $2.6M
Trust Co 0.24% Reduce -3.2% 16,583 $2.6M
Crew Capital Management, Ltd 1.62% Add +4.4% 16,570 $2.6M
Game Plan Financial Advisors, LLC 1.12% Add +47.7% 16,519 $2.6M
Cary Street Partners Financial LLC 0.06% Add +12.2% 16,412 $2.5M
Curat Global, LLC 2.82% Reduce -8.4% 16,359 $2.5M
PeakShares LLC 2.47% — 16,295 $2.5M
Spreng Capital Management, Inc. 0.99% Reduce -1.3% 16,256 $2.5M
Edgestream Partners, L.P. 0.07% Add +780.0% 16,244 $2.5M
Independence Wealth Advisors, LLC 1.42% — 16,220 $2.5M
Capital Investment Counsel, LLC 0.35% Add +17.4% 16,165 $2.5M
Maridea Wealth Management LLC 0.38% Add +0.8% 16,164 $2.5M
Channel Wealth LLC 0.63% Add +2.6% 16,131 $2.5M
CreativeOne Wealth, LLC 0.06% Add +0.3% 16,068 $2.5M
MMBG Investment Advisors Co. 0.21% Reduce -0.8% 15,885 $2.5M
Csenge Advisory Group 0.11% Reduce -3.1% 15,814 $2.5M
Capital Advisors, Ltd. LLC 0.27% Add +2.1% 15,697 $2.4M
GeoWealth Management, LLC 0.09% Reduce -9.6% 15,696 $2.4M
Global View Capital Management LLC 0.45% New 15,643 $2.4M
Kestra Private Wealth Services, LLC 0.03% Add +0.1% 15,572 $2.4M
Avior Wealth Management, LLC 0.08% Add +3.0% 15,541 $2.4M
Cornerstone Wealth Management, LLC 0.13% Reduce -3.9% 15,514 $2.4M
ARS Investment Partners, LLC 0.14% Add +9.4% 15,471 $2.4M
Brown, Lisle/Cummings, Inc. 0.59% No change 15,448 $2.4M
Provida Pension Fund Administrator 0.04% No change 15,442 $2.4M
CFC Planning Co LLC 1.83% Reduce -9.3% 15,344 $2.4M
AssuredPartners Investment Advisors, LLC 0.35% Add +443.4% 15,236 $2.4M
CoreCap Advisors, LLC 0.08% Reduce -7.0% 15,180 $2.4M
United Asset Strategies, Inc. 0.18% Add +54.2% 15,174 $2.4M
Darwin Wealth Management, LLC 0.73% Reduce -10.3% 15,165 $2.4M
J.W. Cole Advisors, Inc. 0.06% Add +1.4% 89,154 $2.3M
AAFMAA Wealth Management & Trust LLC 0.91% Reduce -5.5% 15,028 $2.3M
10Elms LLP 2.44% Reduce -2.3% 15,003 $2.3M
Howe & Rusling Inc. 0.15% Add +16.6% 14,964 $2.3M
OneDigital Investment Advisors LLC 0.02% Add +2.9% 14,924 $2.3M
Hilltop Holdings Inc. 0.14% Reduce -22.9% 14,899 $2.3M
Stratos Wealth Advisors, LLC 0.11% Add +2.5% 14,731 $2.3M
Everstar Asset Management, LLC 1.22% Reduce -3.4% 14,637 $2.3M
PCG Asset Management, LLC 1.80% Reduce -1.1% 14,480 $2.3M
Advisor OS, LLC 0.18% Reduce -12.1% 14,313 $2.2M
Kovack Advisors, Inc. 0.11% Add +109.7% 14,308 $2.2M
Evercore Wealth Management, LLC 0.03% Reduce -14.1% 14,192 $2.2M
Bank of Nova Scotia 0.00% No change 14,135 $2.2M
Centennial Bank 0.87% Add +87.9% 14,108 $2.2M
Invst, LLC 0.24% Reduce -2.1% 14,089 $2.2M
Cornerstone Advisory, LLC 0.21% Reduce -12.5% 14,043 $2.2M
First Business Financial Services, Inc. 0.20% No change 14,013 $2.2M
Joseph P. Lucia & Associates, LLC 0.78% Reduce -2.0% 13,903 $2.2M
Signature Equity Partners, LLC 1.19% — 13,874 $2.2M
Boltwood Capital Management 0.56% Add +1.1% 13,841 $2.1M
Laurel Wealth Advisors LLC 0.28% Reduce -0.5% 13,840 $2.1M
Providence First Trust Co 0.74% Add +32.4% 13,790 $2.1M
Dorsey & Whitney Trust CO LLC 0.11% No change 13,769 $2.1M
Stolper Co 0.62% Add +3259.2% 57,005 $2.1M
BLB&B Advisors, LLC 0.09% Add +182.7% 13,510 $2.1M
AdvisorNet Financial, Inc 0.11% Add +276.6% 13,344 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.01% New 13,150 $2.0M
Bessemer Group Inc. 0.00% Reduce -1.3% 13,091 $2.0M
Alexis Investment Partners, LLC 0.75% Add +3.5% 12,944 $2.0M
Commerce Bank 0.01% Add +1.9% 13,000 $2.0M
Teamwork Financial Advisors, LLC 0.21% Add +175.4% 12,954 $2.0M
Marion Wealth Management 0.44% Add +1.3% 12,162 $2.0M
Markin Asset Management, LP 2.19% — 12,848 $2.0M
Colony Family Offices, LLC 0.50% No change 12,842 $2.0M
Crews Bank & Trust 0.28% Reduce -1.6% 12,708 $2.0M
Landaas & Co. /Wi 0.43% Add +32.8% 12,632 $2.0M
Moulton Wealth Management, Inc. 1.86% Reduce -0.7% 12,392 $2.0M
Modera Wealth Management, LLC 0.02% Add +1.3% 12,616 $2.0M
First Manhattan Co. Llc. 0.01% Add +1.6% 12,612 $2.0M
Sollinda Capital Management LLC 0.50% New 12,602 $2.0M
Parallel Advisors, LLC 0.04% Add +4.0% 12,505 $1.9M
Janney Capital Management LLC 0.12% Reduce -1.6% 12,481 $1.9M
Realta Investment Advisors 0.64% Add +14.7% 12,472 $1.9M
Transamerica Financial Advisors, LLC 0.16% Add +13.9% 12,460 $1.9M
HBW Advisory Services LLC 0.21% Reduce -1.3% 12,398 $1.9M
Abbot Financial Management, Inc. 0.80% Reduce -0.3% 12,363 $1.9M
Choreo, LLC 0.02% Add +1.5% 12,211 $1.9M
Moors & Cabot, Inc. 0.08% Add +1.1% 12,299 $1.9M
Deltec Asset Management LLC 0.32% No change 12,250 $1.9M
Capital Insight Partners, LLC 0.40% Reduce -5.0% 12,236 $1.9M
Harbor Asset Planning, Inc. 1.60% Add +1.0% 12,054 $1.9M
Cullen/Frost Bankers, Inc. 0.02% Add +3.6% 11,898 $1.8M
McGuire Investment Group, LLC 0.20% Reduce -0.8% 11,840 $1.8M
Successful Portfolios LLC 0.94% Reduce -0.5% 11,329 $1.8M
Redwood Financial Network Corp 1.17% Reduce -2.8% 11,800 $1.8M
Capital Wealth Planning, LLC 0.01% Reduce -51.9% 11,789 $1.8M
Okabena Investment Services Inc. 0.35% Add +2.0% 11,746 $1.8M
IPG Investment Advisors LLC 0.32% New 11,655 $1.8M
CDKV Holdings LLC 1.51% — 11,653 $1.8M
Southern Capital Services Inc. 1.14% — 11,626 $1.8M
Terra Nova Asset Management LLC 1.18% Add +16.6% 11,557 $1.8M
Safe Harbor Fiduciary, LLC 1.58% — 11,534 $1.8M
Sava Infond d.o.o. 0.24% Add +33.8% 11,480 $1.8M
Fairvoy Private Wealth, LLC 0.40% Add +9.8% 11,467 $1.8M
Brookwood Investment Group LLC 0.21% Reduce -73.1% 11,419 $1.8M
CTC Alternative Strategies, Ltd. 3.30% Reduce -36.4% 11,362 $1.8M
Northstar Advisory Group, LLC 0.62% Add +4.0% 11,312 $1.8M
Bank of Marin 1.21% Reduce -0.8% 11,279 $1.7M
Wellspring Financial Advisors, LLC 0.14% Add +0.1% 11,232 $1.7M
Caprock Group, LLC 0.04% Add +3.0% 11,174 $1.7M
Regal Partners Ltd 0.10% New 11,154 $1.7M
Sacks & Associates, LLC 1.27% — 11,122 $1.7M
Glen Eagle Advisors, LLC 0.23% Reduce -6.5% 11,115 $1.7M
Capitol Family Office, Inc. 2.02% Add +5.0% 11,020 $1.7M
Empowered Funds, LLC 0.03% New 10,989 $1.7M
Pine Valley Investments Ltd Liability Co 0.08% Add +9.0% 10,968 $1.7M
SMI Advisory Services, LLC 0.29% Add +9.0% 10,382 $1.7M
Brandywine Oak Private Wealth LLC 0.14% Add +1.7% 10,839 $1.7M
Marshall Investment Management, LLC 0.84% Add +0.8% 10,831 $1.7M
Parsons Capital Management Inc. 0.09% Reduce -0.6% 10,823 $1.7M
Cushing Capital Partners, LLC 1.24% Add +12.7% 10,798 $1.7M
Belpointe Asset Management LLC 0.06% Reduce -7.3% 10,731 $1.7M
Silverlake Wealth Management LLC 0.37% Reduce -0.2% 10,656 $1.7M
Proffitt & Goodson Inc. 0.23% Reduce -8.7% 10,649 $1.7M
Rovin Capital /Ut/ 0.44% Add +4.0% 10,639 $1.6M
Compass Capital Corp. /Ma/ 0.63% Add +1.7% 9,383 $1.6M
Balefire, LLC 0.32% Reduce -14.2% 10,609 $1.6M
Sequent Planning LLC 0.42% Add +26.4% 10,593 $1.6M
UNIVEST FINANCIAL Corp 0.09% Add +423.8% 10,559 $1.6M
Morton Community Bank 0.35% Add +13.8% 9,896 $1.6M
Mairs & Power Inc. 0.02% New 10,535 $1.6M
Rockland Trust Co. 0.06% Add +40.4% 10,534 $1.6M
Polymer Capital Management (HK) LTD 0.25% No change 10,500 $1.6M
Ami Investment Management Inc. 0.36% Add +33.7% 10,470 $1.6M
Objective Capital Management, LLC 1.64% Add +2.1% 10,392 $1.6M
SageGuard Financial Group, LLC 0.26% — 10,367 $1.6M
Jane Street Group, LLC 0.00% Reduce -93.0% 10,239 $1.6M
Verus Capital Partners, LLC 0.11% Add +0.9% 10,166 $1.6M
Nwam LLC 0.09% Reduce -59.8% 9,590 $1.6M
Coastal Bridge Advisors, LLC 0.12% Add +1.3% 10,148 $1.6M
Financial Sense Advisors, Inc. 0.33% Reduce -0.2% 10,052 $1.6M
Parkside Investments, LLC 0.20% Add +25.0% 10,000 $1.6M
Directional Asset Management 1.34% — 9,823 $1.5M
Beaumont Financial Advisors, LLC 0.10% Add +1.9% 9,739 $1.5M
Citizens Financial Group Inc. 0.02% Add +17.4% 9,738 $1.5M
Crestwood Advisors Group, LLC 0.03% Reduce -4.6% 9,732 $1.5M
Cresta Advisors, Ltd. 0.63% Add +4.5% 9,713 $1.5M
Legacy Wealth Partners, LLC 0.39% — 9,658 $1.5M
SOL Capital Management CO 0.13% No change 9,545 $1.5M
Windsor Capital Management, LLC 0.43% Reduce -0.6% 9,501 $1.5M
Orca Investment Management, LLC 1.16% Add +0.2% 9,492 $1.5M
Ticino Wealth 0.55% — 9,485 $1.5M
RCW Management, LLC 1.48% — 9,472 $1.5M
Atlantic Union Bankshares Corp 0.03% Reduce -0.7% 9,470 $1.5M
Magnolia Capital Management Ltd. 1.09% No change 9,440 $1.5M
Absolute Capital Management, LLC 0.53% Add +231.8% 9,390 $1.5M
Nova Wealth Management, Inc. 0.99% Reduce -3.1% 9,292 $1.4M
Kraft, Davis & Associates, LLC 0.32% Reduce -2.1% 8,782 $1.4M
Whitaker-Myers Wealth Managers, LTD. 0.30% New 9,279 $1.4M
Signet Financial Management, LLC 0.16% Add +4.2% 9,233 $1.4M
Fifth Third Securities, Inc. 0.09% Add +2.4% 9,181 $1.4M
Encompass More Asset Management 0.26% Add +53.0% 9,166 $1.4M
Blue Chip Partners, LLC 0.10% Add +16.6% 9,162 $1.4M
Transcend Capital Advisors, LLC 0.11% Add +1.1% 9,103 $1.4M
First Bancorp, Inc 0.75% No change 9,086 $1.4M
Calton & Associates, Inc. 0.21% Add +8.8% 9,072 $1.4M
Wall Capital Group, Inc. 1.34% — 9,063 $1.4M
Cypress Asset Management Inc. 0.31% No change 9,034 $1.4M
NBT Bank, N.A. 0.09% Add +0.8% 9,034 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -1.4% 9,013 $1.4M
Gilliland Jeter Wealth Management LLC 0.42% Add +0.0% 8,992 $1.4M
Larson Financial Group LLC 0.05% Reduce -18.3% 8,976 $1.4M
Valeo Financial Advisors, LLC 0.03% Reduce -19.7% 8,938 $1.4M
White Pine Investment CO 0.33% Add +9.2% 8,931 $1.4M
Managed Asset Portfolios, LLC 0.17% Add +270.0% 8,913 $1.4M
Brown Advisory Inc. 0.00% Reduce -2.7% 8,905 $1.4M
Founders Financial Alliance, LLC 0.26% Reduce -0.3% 8,893 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -0.6% 8,856 $1.4M
Composition Wealth, LLC 0.02% Add +42.8% 8,818 $1.4M
Tocqueville Asset Management L.P. 0.02% Add +11.4% 8,790 $1.4M
Mgo One Seven LLC 0.03% Reduce -3.5% 8,783 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -2.4% 8,763 $1.4M
Aspen Investment Management Inc 0.41% Add +21.7% 8,763 $1.4M
Principle Wealth Partners LLC 0.08% Add +0.1% 8,719 $1.4M
Keystone Financial Group 0.10% Add +48.1% 8,680 $1.3M
Founders Grove Wealth Partners, LLC 0.30% Add +0.1% 8,616 $1.3M
VestGen Investment Management 0.74% Add +3.6% 8,578 $1.3M
Lee Johnson Capital Management, LLC 0.45% Reduce -10.9% 8,428 $1.3M
Golden State Wealth Management, LLC 0.14% Add +26.9% 8,359 $1.3M
Plimoth Trust Co. LLC 0.29% Reduce -2.5% 8,333 $1.3M
Ruggiero Investments, Inc. 1.16% — 8,271 $1.3M
Turtle Creek Wealth Advisors, LLC 0.10% Add +416.6% 8,234 $1.3M
Evanson Asset Management, LLC 0.07% Add +0.6% 8,204 $1.3M
Sentinel Trust Co. Lba 0.12% Reduce -61.3% 8,135 $1.3M
Wealthgarden F.S. LLC 0.83% Add +3.5% 7,652 $1.3M
Contravisory Investment Management, Inc. 0.25% Add +22.6% 8,097 $1.3M
PFG Investments, LLC 0.06% Add +28.0% 8,086 $1.3M
First National Bank of Hutchinson 0.73% Reduce -53.1% 8,060 $1.3M
Kingswood Wealth Advisors, LLC 0.06% Add +6.3% 8,054 $1.2M
Point Windward Advisors Inc. 0.61% Add +0.8% 8,052 $1.2M
Massar Capital Management, LP 0.25% New 8,033 $1.2M
Roberts Wealth Advisors, LLC 0.33% Add +8.5% 8,031 $1.2M
E&G Advisors, LLC 0.28% Reduce -0.5% 8,014 $1.2M
Hamilton Capital Partners, LLC 0.41% New 8,006 $1.2M
Yelin Lapidot Holdings Management Ltd. 0.25% No change 8,000 $1.2M
NWF Advisory Services Inc. 0.14% Add +3.5% 7,990 $1.2M
Wealthfront Advisers LLC 0.00% Reduce -5.5% 7,907 $1.2M
Journey Advisory Group, LLC 0.10% Add +2.7% 7,861 $1.2M
Washington Growth Strategies LLC 0.79% New 7,852 $1.2M
Retirement Planning Group, LLC 0.04% Add +0.3% 7,851 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% New 7,848 $1.2M
ES4, LLC 0.83% — 7,810 $1.2M
Elm Partners Management LLC 0.05% Add +14.2% 7,789 $1.2M
Circle Wealth Management, LLC 0.02% Add +1.0% 7,771 $1.2M
Capital Investment Counsel, Inc 0.14% No change 7,740 $1.2M
Evoke Wealth, LLC 0.02% Add +34.4% 7,724 $1.2M
Banco Santander, S.A. 0.01% Add +12.6% 7,701 $1.2M
Vilga Financial Planning LLC 1.14% — 7,692 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -0.5% 7,642 $1.2M
Elmwood Wealth Management, Inc. 0.37% New 7,617 $1.2M
Tempo Wealth, LLC 0.21% — 7,606 $1.2M
Financial & Tax Architects, LLC 0.27% Add +5.4% 7,601 $1.2M
Fagan Associates, Inc. 0.16% Reduce -1.0% 7,543 $1.2M
Berkeley Capital Partners, LLC 0.28% New 7,531 $1.2M
Thomasville National Bank 0.07% Reduce -6.1% 7,497 $1.2M
Flputnam Investment Management Co. 0.02% Add +244.7% 7,486 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -16.1% 7,436 $1.2M
Olistico Wealth, LLC 0.56% Add +0.3% 7,431 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -3.1% 7,406 $1.1M
Counterweight Ventures, LLC 0.64% Add +1.2% 7,375 $1.1M
Lunt Capital Management, Inc. 0.43% Add +59.3% 7,331 $1.1M
Ausdal Financial Partners, Inc. 0.05% Reduce -7.2% 7,318 $1.1M
Johnson Investment Counsel Inc. 0.01% Add +16.8% 7,311 $1.1M
Houlihan Financial Resource Group, Ltd. 0.44% Add +79.6% 7,052 $1.1M
Sovran Advisors, LLC 0.10% Reduce -3.5% 6,812 $1.1M
Madden Advisory Services, Inc. 0.45% Add +3.9% 7,280 $1.1M
Bradley Foster & Sargent Inc. 0.02% Add +7.0% 7,261 $1.1M
Whittier Trust Co. 0.01% Reduce -2.5% 6,938 $1.1M
OpenArc Corporate Advisory, LLC 0.02% — 7,227 $1.1M
Rik Saylor Financial, Inc. 0.82% Reduce -1.5% 7,210 $1.1M
VestGen Advisors, LLC 0.05% Reduce -50.1% 7,210 $1.1M
Monetary Management Group Inc. 0.26% No change 7,200 $1.1M
Beacon Bridge Wealth Partners, LLC 0.37% Add +37.2% 7,163 $1.1M
One Charles Private Wealth Services, LLC 0.29% Reduce -10.8% 7,154 $1.1M
Tsfg, LLC 0.17% Reduce -10.1% 7,123 $1.1M
Fearless Solutions, LLC dba Best Invest 0.67% Add +91.6% 7,121 $1.1M
Activest Wealth Management 0.21% Add +23.6% 7,099 $1.1M
Insigneo Advisory Services, LLC 0.08% Add +3.8% 7,093 $1.1M
Icon Wealth Advisors, LLC 0.07% Reduce -4.3% 7,069 $1.1M
Exencial Wealth Advisors, LLC 0.03% Reduce -3.3% 7,047 $1.1M
Quartz Partners, LLC 0.41% Add +24.6% 7,026 $1.1M
Pinnacle Financial Partners, Inc. 0.01% — 7,002 $1.1M
Constitution Capital LLC 0.51% Add +11.6% 6,975 $1.1M
Financial Insights, Inc. 0.36% Reduce -0.6% 6,973 $1.1M
Silver Oak Securities, Incorporated 0.07% Add +22.6% 6,887 $1.1M
LongView Wealth Management 0.26% Reduce -26.1% 6,582 $1.1M
SeaCrest Wealth Management, LLC 0.11% Add +10.7% 6,700 $1.1M
Smith Salley Wealth Management 0.05% Reduce -0.4% 6,818 $1.1M
Hudson Value Partners, LLC 0.31% Add +1.1% 6,800 $1.1M
Herbst Group, LLC 0.62% Add +5.5% 6,743 $1.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -68.0% 6,701 $1.0M
Essex Financial Services, Inc. 0.06% Add +4.4% 6,691 $1.0M
Fulcrum Equity Management 0.99% Reduce -32.5% 6,687 $1.0M
Meridian Wealth Management, LLC 0.04% Add +30.9% 6,657 $1.0M
Montag A & Associates Inc. 0.05% Reduce -0.5% 6,621 $1.0M
Strategic Blueprint, LLC 0.06% Add +20.8% 6,569 $1.0M
First National Bank of Omaha 0.03% New 6,490 $1.0M
CIBC Private Wealth Group LLC 0.00% Add +18.1% 6,534 $1.0M
Burke & Herbert Bank & Trust Co. 0.28% Reduce -62.8% 6,528 $1.0M
Global Endowment Management, LP 0.13% New 6,500 $1.0M
Wealthstar Advisors, LLC 0.55% Add +4.2% 6,481 $1.0M
Quattro Financial Advisors LLC 0.30% No change 6,463 $1.0M
Midwestern Financial, LLC 0.83% Add +0.3% 6,443 $999K
Independence Bank of Kentucky 0.12% No change 6,440 $999K
Cascades Capital Asset Management, LLC 0.42% Add +32.0% 6,420 $996K
Aptus Capital Advisors, LLC 0.01% Reduce -95.3% 6,407 $994K
Private Trust Co. NA 0.09% Reduce -3.6% 6,396 $992K
StoneX Group Inc. 0.04% Reduce -84.6% 6,378 $990K
Lynch & Associates 0.19% No change 6,375 $989K
Private Advisory Group LLC 0.08% Reduce -0.1% 6,304 $978K
Nations Financial Group Inc, /Ia/ 0.05% Add +13.0% 6,296 $977K
Leuthold Group, LLC 0.11% Reduce -3.5% 6,286 $975K
Twin Focus Capital Partners, LLC 0.11% Add +30.1% 6,285 $975K
Focus Financial Network, Inc. 0.03% Reduce -8.2% 6,275 $973K
World Equity Group, Inc. 0.27% Reduce -5.5% 6,245 $969K
MKT Advisors LLC 0.33% Add +0.7% 6,058 $968K
Kagan Cocozza Asset Management 0.68% Reduce -0.5% 6,193 $961K
Deutsche Bank AG 0.00% Reduce -14.3% 6,147 $954K
Dimension Capital Management LLC 0.13% Add +4.5% 6,133 $951K
Smartleaf Asset Management LLC 0.04% Add +1015.2% 6,022 $942K
Jacobs Equity LLC 0.91% — 6,061 $940K
Advyzon Investment Management, LLC 0.11% Add +43.4% 6,053 $939K
Luminist Capital LLC 1.16% Add +2.8% 6,036 $936K
Neville Rodie & Shaw Inc. 0.07% No change 6,000 $931K
Financiere des Professionnels - Fonds d'investissement inc. 0.05% No change 6,000 $931K
Donaldson Capital Management, LLC 0.03% Add +46.3% 5,995 $930K
Kanawha Capital Management LLC 0.06% Reduce -0.7% 5,995 $930K
Koshinski Asset Management, Inc. 0.06% Reduce -8.6% 5,982 $928K
Van Cleef Asset Management,Inc 0.09% No change 5,975 $927K
Providence Capital Advisors, LLC 0.16% Add +2.3% 5,962 $925K
Inspire Advisors, LLC 0.08% Add +4.9% 5,939 $921K
Dumont & Blake Investment Advisors LLC 0.22% Add +0.1% 5,939 $921K
Cape Ann Savings Bank 0.47% No change 5,928 $920K
First Citizens Financial Corp 0.45% Add +12.4% 5,873 $911K
Kessler Investment Group, LLC 0.38% Add +0.3% 5,866 $910K
Legacy Capital Group California, Inc. 0.22% Add +5.4% 5,779 $896K
Alchemi Wealth, LLC 0.49% — 5,773 $896K
University of Texas/Texas Am Investment Management Co. 0.13% Reduce -24.0% 5,716 $887K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -4.6% 5,705 $885K
Fidelis Capital Partners, LLC 0.06% No change 5,692 $883K
Asset One Wealth Management LLC 0.12% — 5,221 $875K
Investment Partners, LTD. 0.30% No change 5,610 $870K
Arax Advisory Partners 0.03% New 5,553 $861K
Apollon Wealth Management, LLC 0.01% Add +6.7% 5,547 $860K
Ciovacco Capital Management LLC 0.43% Reduce -1.5% 5,520 $856K
Creative Financial Designs Inc. 0.05% Reduce -42.7% 5,497 $853K
AmeriServ Wealth Advisors 0.49% Reduce -6.8% 5,463 $847K
First International Bank of Israel Ltd. 0.40% Reduce -9.6% 5,458 $847K
Valmark Advisers, Inc. 0.01% Reduce -13.6% 5,437 $843K
Burford Brothers, Inc. 0.34% Add +0.0% 5,365 $832K
Ark Wealth Advisors LLC 0.90% — 5,362 $832K
Per Stirling Capital Management, LLC. 0.09% Reduce -2.8% 5,321 $825K
Arrow Financial Corp 0.08% Reduce -0.9% 5,319 $825K
First Foundation Advisors 0.03% Add +4.0% 5,284 $820K
Venture Visionary Partners LLC 0.03% Reduce -12.7% 5,213 $809K
Roehl & Yi Investment Advisors, LLC 0.32% No change 5,175 $803K
Addison Advisors LLC 0.18% Reduce -0.3% 5,163 $801K
Wolff Financial Management LLC 0.18% No change 5,156 $800K
Jaffetilchin Investment Partners, LLC 0.05% Add +36.3% 5,156 $800K
Beaton Management Co. Inc. 0.35% No change 5,126 $795K
Ascentis Independent Advisors 0.13% New 5,108 $792K
GTS Securities LLC 0.03% New 5,108 $792K
Sapient Capital LLC 0.01% Reduce -8.2% 5,053 $790K
Acorn Financial Advisory Services Inc. 0.12% Add +10.0% 5,081 $788K
Rothschild Wealth LLC 0.08% Reduce -1.0% 5,066 $786K
CENTRAL TRUST Co 0.02% Add +1.0% 5,065 $786K
Bison Wealth, LLC 0.09% Add +155.3% 4,856 $785K
Vise Technologies, Inc. 0.02% Add +181.6% 5,057 $784K
Diversify Advisory Services, LLC 0.02% Reduce -19.1% 4,692 $783K
Argent Trust Co 0.03% Reduce -13.5% 5,037 $781K
Chartist Inc. 0.53% Reduce -1.4% 5,026 $780K
James Investment Research, Inc. 0.08% Reduce -4.4% 5,015 $778K
ELCO Management Co., LLC 0.49% No change 4,980 $772K
VCI Wealth Management LLC 0.21% Reduce -45.3% 4,966 $770K
Ally Invest Advisors Inc. 0.05% Reduce -4.7% 4,962 $770K
Vertex Planning Partners, LLC 0.18% Reduce -0.4% 4,961 $770K
Flagstar Securities, Inc. 0.26% Add +15.9% 4,958 $769K
Bricktown Capital, LLC 0.13% No change 4,933 $765K
Capital Investment Advisory Services, LLC 0.05% Add +0.2% 4,933 $765K
Independent Advisor Alliance 0.02% Add +26.9% 4,903 $761K
Finward Bancorp 0.59% Add +2.7% 4,888 $758K
Schnieders Capital Management, Llc. 0.12% No change 4,843 $751K
Rockingstone Advisors LLC 0.34% Add +7.2% 4,825 $748K
True Vision MN LLC 0.38% Add +1.5% 4,823 $748K
Meridian Wealth Advisors, LLC 0.10% No change 4,805 $745K
4WEALTH Advisors, Inc. 0.64% Reduce -9.9% 4,800 $745K
Patton Albertson Miller Group, LLC 0.09% No change 4,797 $744K
Bailard, Inc. 0.02% Reduce -0.0% 4,788 $743K
Ameritas Investment Partners, Inc. 0.02% Add +48.5% 4,782 $742K
Worth Financial Advisory Group, LLC 0.36% Reduce -6.2% 4,776 $741K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +29.2% 4,756 $738K
LeClair Wealth Partners LLC 0.43% No change 4,750 $737K
Debussy Capital Management LP 0.10% Reduce -5.8% 4,747 $736K
Baker Avenue Asset Management, LP 0.02% Reduce -82.3% 4,743 $736K
Condor Capital Management 0.06% Reduce -7.7% 4,735 $734K
Gateway Investment Advisers LLC 0.01% Add +4.4% 4,700 $729K
Waterloo Capital, L.P. 0.05% Reduce -82.2% 4,698 $729K
RPG Investment Advisory, LLC 0.08% Add +28.3% 4,675 $725K
Moneta Group Investment Advisors LLC 0.01% Add +45.8% 4,671 $725K
Columbia Advisory Partners LLC 0.49% Reduce -12.0% 4,669 $724K
Bullock Wealth Management Group 0.35% — 4,644 $720K
MBA Advisors LLC 0.29% Reduce -0.9% 4,641 $720K
Security Financial Services, INC. 0.11% No change 4,628 $718K
CHICAGO TRUST Co NA 0.11% No change 4,621 $717K
Personal Cfo Solutions, LLC 0.11% Reduce -2.3% 4,619 $716K
Aviance Capital Partners, LLC 0.08% No change 4,617 $716K
Integrity Alliance, Llc. 0.03% Add +2.5% 4,606 $715K
Empower Advisory Group, LLC 0.00% Add +1.6% 4,586 $711K
CWA Asset Management Group, LLC 0.03% Reduce -7.6% 4,584 $711K
Walsh & Associates, LLC 0.70% — 4,555 $707K
Tyche Wealth Partners LLC 0.11% Reduce -1.4% 4,538 $704K
Stephens Inc. 0.01% Add +0.8% 4,520 $701K
Fortress Private Ledger, LLC 0.23% Add +97.0% 4,516 $701K
Hillcrest Wealth Advisors - NY, LLC 0.30% No change 4,500 $698K
Jain Global LLC 0.01% New 4,500 $698K
Global Assets Advisory, LLC 0.20% Reduce -2.1% 4,473 $694K
City Center Advisors, LLC 0.64% Reduce -58.1% 4,471 $694K
Collaborative Wealth Managment Inc. 0.24% Add +0.1% 4,404 $683K
Accel Wealth Management 0.19% New 4,380 $679K
Nixon Peabody Trust Co. 0.05% Add +210.2% 4,343 $674K
Ballast Rock Private Wealth LLC 0.42% — 4,300 $667K
Evernest Financial Advisors, LLC 0.14% Add +4.0% 3,829 $665K
Brick & Kyle, Associates 0.24% Add +0.1% 4,289 $665K
Bramshill Investments, LLC 0.04% Reduce -19.1% 4,250 $659K
Claro Advisors Inc. 0.09% Reduce -9.4% 4,248 $659K
United Bank 0.22% Add +1.8% 4,229 $656K
Mission Wealth Management, LP 0.01% Add +4.1% 4,173 $647K
Occidental Asset Management, LLC 0.08% Add +6.6% 4,164 $646K
MV Capital Management, Inc. 0.06% No change 4,136 $642K
Avalon Capital Management 0.15% No change 4,121 $639K
Beacon Financial Advisory LLC 0.15% Add +1.8% 4,064 $630K
Great Lakes Advisors, LLC 0.01% No change 4,040 $627K
Soltis Investment Advisors LLC 0.04% Reduce -12.9% 4,039 $626K
Ingalls & Snyder LLC 0.02% Add +3.9% 4,037 $626K
Solstein Capital, LLC 0.25% No change 4,030 $625K
Duncker Streett & Co. Inc. 0.11% Reduce -1.2% 4,020 $624K
Greystone Financial Group, LLC 0.10% Add +2.9% 4,009 $622K
First National Trust Co 0.02% Reduce -2.3% 4,004 $621K
Mainsail Asset Management, LLC 0.27% No change 4,003 $621K
Jackson Hole Capital Partners, LLC 0.11% Add +0.0% 4,001 $621K
Consolidated Capital Management, LLC 0.19% New 4,001 $621K
GWN Securities Inc. 0.13% Add +18.1% 3,993 $619K
Brown Miller Wealth Management, LLC 0.17% No change 3,981 $618K
Hyundai Investments Co., Ltd. 0.60% New 3,913 $612K
Archer Investment Management, LLC 0.33% New 3,933 $610K
Diligent Investors, LLC 0.15% Reduce -2.9% 3,914 $607K
Vident Advisory, LLC 0.01% Reduce -12.5% 3,897 $605K
Capital Wealth Alliance, LLC 0.26% Add +6.6% 3,478 $604K
Belvedere Trading LLC 0.11% New 3,894 $604K
Mark Sheptoff Financial Planning, LLC 0.29% New 3,875 $601K
Simon Quick Advisors, LLC 0.03% Add +38.0% 3,875 $601K
BBR Partners, LLC 0.03% Add +49.3% 3,866 $600K
Wedmont Private Capital 0.02% Add +0.2% 3,763 $598K
Modern Wealth Management, LLC 0.01% New 3,852 $598K
Keel Point, LLC 0.04% Reduce -4.1% 3,815 $592K
Savant Capital, LLC 0.00% Reduce -35.9% 3,793 $588K
One Day In July LLC 0.05% Add +2.1% 3,760 $583K
One Capital Management, LLC 0.02% Reduce -22.2% 3,741 $580K
Stock Yards Bank & Trust Co. 0.02% Add +13.2% 3,732 $579K
Pekin Hardy Strauss, Inc. 0.05% No change 3,716 $576K
RDA Financial Network 0.14% Add +0.8% 3,715 $576K
Bernard Wealth Management Corp. 0.23% No change 3,708 $575K
WASHINGTON TRUST Co 0.02% Reduce -1.1% 3,707 $575K
Simplicity Wealth,LLC 0.03% Reduce -35.0% 3,705 $575K
Grantvest Financial Group LLC 0.37% Add +46.3% 3,698 $574K
EPG Wealth Management LLC 0.15% Add +4.0% 3,679 $571K
JM2 Capital Inc. 0.46% — 3,679 $571K
Orser Capital Management, LLC 0.32% No change 3,670 $569K
Trust Point Inc. 0.04% Add +0.7% 3,663 $568K
Wesbanco Bank Inc. 0.02% Add +5.8% 3,654 $567K
Fiduciary Trust Co 0.01% Add +3.3% 3,649 $566K
Hazlett, Burt & Watson, Inc. 0.18% Add +2.8% 3,625 $565K
McAdam, LLC 0.03% Add +78.7% 3,612 $560K
Caliber Wealth Management, LLC / KS 0.06% Add +9.7% 3,609 $560K
American Institute for Advanced Investment Management, LLP 0.36% Add +2.3% 3,582 $559K
Ipsen Advisor Group LLC 0.39% Reduce -2.4% 3,570 $554K
JNBA Financial Advisors 0.05% No change 3,563 $553K
Pitcairn Wealth Advisors LLC 0.05% — 3,556 $552K
Ieq Capital, LLC 0.00% Add +13.3% 3,540 $549K
Avestar Capital, LLC 0.04% Reduce -5.4% 3,527 $547K
Cozad Asset Management Inc. 0.04% No change 3,524 $547K
Florida Financial Advisors, LLC 0.15% Reduce -41.3% 3,524 $547K
Sigma Investment Counselors Inc. 0.03% Reduce -2.9% 3,521 $546K
Astra Wealth Partners LLC 0.33% Add +5.1% 3,516 $545K
Fortis Group Advisors, LLC 0.09% Reduce -71.1% 3,293 $544K
Nvwm, LLC 0.12% Add +18.7% 3,504 $544K
Perryman Financial Advisory Inc. 0.08% — 3,501 $543K
LFA - Lugano Financial Advisors SA 0.28% No change 3,500 $543K
Essex Bank 0.12% New 3,487 $541K
Parallax Volatility Advisers, L.P. 0.02% Reduce -84.5% 3,482 $540K
Breakwater Capital Group 0.08% No change 3,476 $539K
Iams Wealth Management, LLC 0.19% Add +8.6% 3,459 $537K
Ascent Group, LLC 0.02% Reduce -17.7% 3,455 $536K
Stonebrook Private Inc. 0.11% Add +36.0% 3,453 $536K
Alteri Wealth LLC 0.17% Reduce -3.8% 3,439 $533K
Childress Capital Advisors, LLC 0.09% Add +81.3% 3,434 $533K
Financial Partners Group, Inc 0.06% Reduce -4.4% 3,192 $528K
Glassman Wealth Services 0.07% No change 3,402 $528K
Redstone Wealth Management, LLC 0.41% — 3,368 $522K
Equitable Trust Co. 0.02% Add +10.8% 3,348 $519K
Elevated Capital Advisors, LLC 0.12% Add +6.5% 3,333 $517K
American Financial Advisors, LLC 0.07% Reduce -5.0% 3,326 $516K
Cladis Investment Advisory, LLC 0.28% Add +0.8% 3,315 $514K
Cassaday & Co Wealth Management LLC 0.01% No change 3,305 $513K
Waldron Private Wealth LLC 0.02% No change 3,304 $513K
Leavell Investment Management, Inc. 0.02% Add +18.1% 3,299 $512K
Archford Capital Strategies, LLC 0.06% No change 3,297 $511K
Ifrah Financial Services, Inc. 0.13% Reduce -1.7% 3,282 $509K
Mma Asset Management LLC 0.18% Add +0.3% 3,272 $508K
InTrack Investment Management Inc 0.28% Add +5.8% 3,271 $507K
Bragg Financial Advisors, Inc 0.02% Reduce -1.8% 3,270 $507K
Intellectus Partners, LLC 0.10% Add +18.4% 3,260 $506K
Acropolis Investment Management, LLC 0.02% Reduce -4.0% 3,257 $505K
Ritholtz Wealth Management 0.01% Reduce -0.6% 3,253 $505K
Fjell Capital, LLC 0.39% Add +5.2% 3,246 $504K
Legacies Wealth LLC 0.28% No change 3,229 $501K
Clearstead Advisors, LLC 0.01% Reduce -30.4% 3,225 $500K
Prentice Wealth Management LLC 0.11% Reduce -8.5% 3,221 $500K
Lanark Financial, Inc. 0.04% Add +6.8% 3,218 $499K
Monograph Wealth Advisors, LLC 0.05% Add +11.2% 3,210 $498K
Procyon Advisors, LLC 0.02% Add +4.8% 3,205 $497K
Allen Investment Management, LLC 0.01% No change 3,202 $497K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -11.0% 3,177 $493K
Berger Financial Group, Inc 0.03% Reduce -1.6% 3,165 $491K
Lewis Asset Management, LLC 0.20% Add +8.2% 3,145 $488K
PEAK6 LLC 0.01% New 3,119 $484K
Cape Cod Five Cents Savings Bank 0.04% No change 3,570 $484K
Americana Partners, LLC 0.01% Add +17.6% 3,115 $483K
Berbice Capital Management LLC 0.29% No change 3,100 $481K
Westwood Wealth Management 0.36% New 3,095 $480K
Lionshead Wealth Management, LLC 0.36% No change 3,095 $480K
Strategic Advisors LLC 0.07% Add +0.3% 3,072 $477K
Sharp Wealth Advisory, LLC 0.24% Add +27.6% 3,033 $470K
Creegan & Nassoura Financial Group, LLC 0.30% Reduce -15.4% 3,025 $469K
Chicago Partners Investment Group LLC 0.01% Add +4.3% 2,856 $469K
Titleist Asset Management, LLC 0.04% Reduce -3.7% 3,023 $469K
Point72 Asset Management 0.00% New 3,022 $469K
Wulff, Hansen & Co. 0.39% No change 3,010 $467K
Symmetry Partners, LLC 0.03% Reduce -88.2% 3,005 $466K
Core Wealth Partners LLC 0.21% Add +0.3% 3,005 $466K
Northstar Group, Inc. 0.07% Add +2.3% 2,998 $465K
Signal Advisors Wealth, LLC 0.04% Add +24.9% 2,989 $464K
Provenance Wealth Advisors, LLC 0.05% No change 2,982 $463K
TD Private Client Wealth LLC 0.01% Reduce -13.0% 2,975 $462K
Richmond Investment Services, LLC 0.08% Add +7.7% 2,955 $458K
Savvy Advisors, Inc. 0.01% Add +33.0% 2,952 $458K
Global Financial Private Client, LLC 0.16% No change 2,937 $456K
Diversified Enterprises, LLC 0.03% Reduce -0.1% 2,929 $454K
Guardian Asset Advisors, LLC 0.24% Reduce -0.2% 2,914 $452K
Seelaus Asset Management LLC 0.36% Reduce -3.3% 2,905 $451K
Portside Wealth Group, LLC 0.06% Add +70.5% 2,901 $450K
Destiny Wealth Partners, LLC 0.05% No change 2,735 $450K
Seven Springs Wealth Group, LLC 0.13% Add +2.0% 2,884 $447K
Arlington Capital Management, Inc. 0.27% Add +4.8% 2,880 $447K
Acorns Advisers, LLC 0.00% Add +24.9% 2,870 $445K
Berkshire Money Management, Inc. 0.04% New 2,864 $444K
Chemistry Wealth Management LLC 0.08% Reduce -13.8% 2,860 $444K
Rise Advisors, LLC 0.16% Reduce -92.8% 2,859 $443K
Tiller Private Wealth, Inc. 0.16% Add +3.1% 2,850 $442K
MLP3, LLC 0.48% — 2,841 $441K
Richard W. Paul & Associates, LLC 0.15% Reduce -8.3% 2,830 $439K
Breakthru Advisory Services, LLC 0.28% Reduce -96.6% 2,823 $438K
Bulwark Capital Corp 0.31% No change 2,815 $437K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.06% Add +154.6% 2,800 $434K
DV Trading LLC 0.04% — 2,800 $434K
WP Advisors, LLC 0.11% Add +0.3% 2,797 $434K
Traction Financial Partners, LLC 0.26% No change 2,796 $434K
Strategies Wealth Advisors, LLC 0.04% Reduce -1.6% 2,792 $433K
Fifth Third Wealth Advisors LLC 0.02% Add +0.3% 2,790 $433K
CVFG LLC 0.30% Add +112.7% 2,789 $433K
Valicenti Advisory Services Inc. 0.09% Add +9.0% 2,788 $432K
Arista Wealth Management, LLC 0.05% No change 2,777 $431K
Ledyard National Bank 0.04% Reduce -7.0% 2,770 $430K
International Assets Investment Management, LLC 0.03% Reduce -57.6% 2,761 $428K
Hopwood Financial Services, Inc. 0.30% Add +4.2% 2,761 $428K
Beese Fulmer Investment Management, Inc. 0.03% No change 2,754 $427K
MGB Wealth Management, LLC 0.12% Add +0.0% 2,745 $426K
Lake Street Private Wealth, LLC 0.05% Add +48.2% 2,735 $424K
Chilton Capital Management LLC 0.01% Reduce -2.0% 2,730 $423K
Goelzer Investment Management, Inc. 0.02% Reduce -4.2% 2,722 $422K
Legacy Edge Advisors, LLC 0.05% Reduce -5.0% 2,719 $422K
CenterStar Asset Management, LLC 0.66% New 2,716 $421K
Vontobel Holding Ltd. 0.00% Reduce -43.9% 2,710 $420K
Hudock, Inc. 0.06% Add +25.2% 2,688 $417K
Well Done, LLC 0.06% Reduce -19.0% 2,683 $416K
Allegheny Financial Group 0.06% No change 2,678 $415K
Councilmark Asset Management, LLC 0.23% No change 2,650 $411K
Cypress Wealth Services, LLC 0.06% New 2,647 $411K
Astoria Portfolio Advisors LLC. 0.09% Reduce -13.1% 2,342 $409K
Earned Wealth Advisors, LLC 0.03% New 2,637 $409K
Auxano Advisors, LLC 0.08% No change 2,636 $409K
Flywheel Private Wealth LLC 0.26% Reduce -10.6% 2,632 $408K
Cornerstone National Bank & Trust Co 0.16% New 2,620 $406K
Haverford Trust Co 0.00% Reduce -0.6% 2,609 $405K
Clear Retirement Advice LLC 0.31% — 2,377 $403K
Insight Advisors, LLC/ PA 0.06% Add +78.7% 2,594 $402K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -4.9% 2,584 $401K
KMG Fiduciary Partners, LLC 0.03% No change 2,568 $398K
D L Carlson Investment Group Inc. 0.07% Reduce -7.2% 2,563 $398K
Cim, LLC 0.05% New 2,560 $397K
Private Management Group Inc. 0.01% Add +4.2% 2,559 $397K
Russell Investments Group, Ltd. 0.00% Add +3.2% 2,545 $395K
IFC Advisors LLC 0.06% No change 2,539 $394K
Westside Investment Management, Inc. 0.06% Add +2.8% 2,514 $392K
Delta Investment Management, LLC 0.07% Add +0.3% 2,524 $392K
Range Advisory, LLC 0.10% — 2,506 $389K
tru Independence LLC 0.10% Add +1.8% 2,502 $388K
LuminArx Capital Management LP 0.57% — 2,500 $388K
Bokf, NA 0.01% Reduce -5.1% 2,498 $387K
TSG Advice Partners, LLC 0.06% — 2,490 $386K
ORG Partners LLC 0.07% Add +50.0% 2,475 $384K
YHB Investment Advisors, Inc. 0.03% New 2,461 $382K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -1.0% 2,456 $381K
Sharkey, Howes & Javer 0.05% No change 2,450 $380K
Midwest Financial Group LLC 0.17% Reduce -0.2% 2,444 $379K
Y.D. More Investments Ltd 0.02% Add +11.4% 2,435 $378K
Gsa Capital Partners LLP 0.03% Reduce -41.7% 2,435 $378K
Stack Financial Management, Inc 0.03% Add +12.3% 2,436 $378K
Golden Reserve Retirement LLC 0.07% New 2,436 $378K
CRA Financial Services, LLC 0.05% Reduce -5.0% 2,426 $376K
Northbridge Financial Group, LLC 0.17% — 2,423 $376K
Fingerlakes Wealth Management, Inc. 0.24% Reduce -3.1% 2,407 $373K
Financial Management Network Inc. 0.06% Add +0.0% 2,361 $373K
Eagle Wealth Advisors LLC 0.32% — 2,400 $372K
MWA Asset Management 0.21% Reduce -4.0% 2,398 $372K
Ring Mountain Capital, LLC 0.19% Reduce -7.0% 2,219 $370K
Invictus Private Wealth, LLC 0.02% Reduce -0.5% 2,378 $369K
KFA Private Wealth Group, LLC 0.09% Add +0.0% 2,345 $364K
Dearborn Partners LLC 0.02% Add +0.4% 2,335 $362K
Whitener Capital Management, Inc. 0.08% Reduce -0.3% 2,323 $360K
Waystone Advisors LLC 0.31% — 2,321 $360K
Centennial Wealth Advisory LLC 0.10% Add +5.5% 2,316 $359K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,214 $359K
Bryn Mawr Trust Advisors, LLC 0.02% Add +1.8% 2,310 $358K
FineMark National Bank & Trust 0.01% Reduce -8.0% 2,309 $358K
Daymark Wealth Partners, LLC 0.01% No change 2,283 $354K
Northstar Financial Companies, Inc. 0.28% Reduce -11.3% 2,282 $354K
Greenleaf Trust 0.00% No change 2,278 $353K
KTF Investments, LLC 0.06% — 2,270 $352K
Verum Partners LLC 0.07% Add +0.3% 2,267 $352K
TruWealth Advisors, LLC 0.02% Add +1.3% 2,266 $352K
Rwa Wealth Partners, LLC 0.00% No change 2,265 $351K
IAM Advisory, LLC 0.08% Reduce -0.4% 2,261 $351K
Vantage Financial Partners, LLC 0.07% Reduce -31.7% 2,249 $349K
Prostatis Group LLC 0.08% Reduce -3.0% 2,248 $349K
OneAscent Financial Services LLC 0.03% Reduce -62.9% 2,242 $348K
BlackDiamond Wealth Management, LLC 0.17% Add +35.6% 1,998 $347K
Latitude Advisors, LLC 0.15% Add +2.0% 2,225 $345K
SJS Investment Consulting Inc. 0.04% No change 2,219 $344K
Meridian Financial Advisors, LLC 0.19% Add +4.8% 2,198 $341K
Westfuller Advisors, LLC 0.14% Reduce -0.8% 2,188 $339K
Parkside Financial Bank & Trust 0.03% Add +31.6% 2,187 $339K
Legacy Financial Group, Inc. 0.09% Reduce -1.4% 2,185 $339K
Private Wealth Asset Management, LLC 0.04% Reduce -8.4% 2,185 $339K
Crown Wealth Group, LLC 0.09% New 2,183 $339K
Flagship Private Wealth, LLC 0.13% New 2,179 $338K
Capital Square, LLC 0.17% Add +6.3% 2,174 $337K
Gateway Wealth Partners, LLC 0.04% Reduce -3.2% 2,166 $336K
Curi Capital, LLC 0.01% Reduce -9.3% 2,166 $336K
Mill Creek Capital Advisors, LLC 0.01% Add +41.5% 2,147 $333K
Verdence Capital Advisors LLC 0.02% Reduce -40.3% 2,139 $332K
Copia Wealth Management 0.24% Add +498.6% 2,137 $331K
Prelude Capital Management, LLC 0.02% Reduce -5.6% 2,137 $331K
Pure Financial Advisors, LLC 0.01% Add +9.1% 2,137 $331K
Byrne Financial Freedom, LLC 0.15% Add +0.1% 2,137 $331K
Novak & Powell Financial Services, Inc. 0.17% Add +0.3% 2,134 $331K
Mainstream Capital Management LLC 0.22% No change 2,131 $331K
Freedom Investment Management, Inc. 0.10% Reduce -67.5% 2,124 $330K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -3.5% 2,120 $329K
City Holding Co. 0.04% Add +2.4% 2,118 $329K
F/m Investments LLC 0.01% Add +13.6% 2,110 $327K
Two West Capital Advisors LLC 0.19% Add +26.3% 2,104 $326K
UMB Bank, n.a. 0.00% Add +62.3% 2,094 $325K
Lifestyle Asset Management, Inc. 0.11% New 2,092 $325K
Symphony Financial Services, Inc. 0.17% No change 2,086 $324K
Legacy Financial Strategies, LLC 0.06% New 2,085 $323K
Karnit Road Accident Victims Compensation Fund 0.18% — 2,078 $322K
Second Half Financial Partners, LLC 0.14% Reduce -40.8% 2,075 $322K
Garden State Investment Advisory Services LLC 0.08% Reduce -18.4% 2,062 $321K
Intrust Bank NA 0.03% No change 2,069 $321K
KG Capital Management 0.08% Add +1.3% 2,066 $320K
American National Bank & Trust 0.03% Reduce -2.7% 2,065 $320K
Credit Industriel Et Commercial 0.07% New 2,055 $319K
WealthPlan Investment Management, LLC 0.02% Reduce -0.7% 2,051 $318K
Atom Investors LP 0.03% Reduce -97.0% 2,046 $317K
National Philanthropic Trust 0.00% New 2,037 $316K
Traynor Capital Management, Inc. 0.02% Reduce -7.8% 2,029 $315K
Centric Wealth Management 0.07% Reduce -2.1% 1,877 $314K
First Citizens Bank & Trust Co. 0.01% New 2,025 $314K
Vantus Wealth LLC 0.23% — 2,010 $312K
United Advisor Group, LLC 0.04% Reduce -7.1% 2,004 $311K
Evergreen Capital Management LLC 0.01% Add +8.6% 2,001 $310K
Motco 0.03% No change 1,999 $310K
Betterment LLC 0.00% New 1,989 $309K
Zacks Investment Management 0.00% Add +16.0% 1,991 $309K
McGuire Capital Advisors Inc. 0.20% — 1,987 $308K
Hanover Advisors Inc. 0.12% Add +14.4% 1,983 $308K
Horizon Wealth Management, LLC 0.05% No change 1,982 $307K
Gibbs Wealth Management 0.07% Add +0.4% 1,888 $306K
American State Bank (Iowa) 0.15% No change 1,966 $305K
Harmony Asset Management LLC 0.10% Reduce -0.5% 1,964 $305K
Purkiss Capital Advisors LLC 0.14% Reduce -1.2% 1,961 $304K
180 Wealth Advisors, LLC 0.03% Add +9.5% 1,961 $304K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,950 $302K
Opinicus Capital, Inc. 0.21% Add +10.6% 1,947 $302K
Strategy Asset Managers LLC 0.05% Add +0.1% 1,942 $301K
QRG Capital Management, Inc. 0.00% Add +3.6% 1,941 $301K
Burling Wealth Partners, LLC 0.05% No change 1,940 $301K
First Command Advisory Services, Inc. 0.00% No change 1,933 $300K
Narwhal Capital Management 0.02% No change 1,925 $299K
TrueWealth Advisors, LLC 0.08% Reduce -0.5% 1,923 $298K
Tannin Capital LLC 0.27% — 1,919 $298K
Integral Investment Advisors, Inc. 0.07% Add +4.3% 1,918 $298K
Sage Capital Management, LLC 0.14% Add +0.3% 1,914 $297K
Tennessee Valley Asset Management Partners 0.04% Reduce -13.1% 1,912 $297K
Lifeworks Advisors, LLC 0.04% Add +7.1% 1,909 $296K
Oxler Private Wealth LLC 0.09% Reduce -6.0% 1,900 $295K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +1899.0% 1,899 $295K
Adirondack Trust Co. 0.10% Reduce -12.3% 1,892 $293K
L & S Advisors Inc 0.03% Reduce -2.3% 1,888 $293K
Facet Wealth, Inc. 0.01% New 1,784 $293K
Parker Investment Management, LLC 0.04% Reduce -23.6% 1,877 $291K
Baldwin Investment Management, LLC 0.03% Reduce -5.1% 1,870 $290K
Capstone Wealth Management Group LLC 0.18% Reduce -1.3% 1,867 $290K
OneAscent Family Office, LLC 0.20% Add +0.3% 1,866 $289K
Bearing Point Capital, LLC 0.05% New 1,865 $289K
Blue Trust, Inc. 0.00% Add +8.0% 1,863 $289K
CrossGen Wealth, LLC 0.25% — 1,863 $289K
Penobscot Investment Management Company, Inc. 0.02% Reduce -0.8% 1,860 $288K
Manhattan West Asset Management, LLC 0.06% New 1,857 $288K
Members Wealth LLC 0.18% Add +31.3% 1,752 $288K
WealthTrust Axiom LLC 0.07% No change 1,848 $287K
Orleans Capital Management Corp. 0.18% No change 1,841 $286K
Leo Wealth, LLC 0.02% New 1,829 $284K
GK Wealth Management LLC 0.21% Add +0.2% 1,828 $284K
Synergy Financial Group, LTD 0.20% No change 1,826 $283K
Rossmore Private Capital 0.03% No change 1,825 $283K
Smith, Moore & Co. 0.02% Reduce -5.2% 1,823 $283K
Straight Path Wealth Management 0.08% Add +0.2% 1,816 $282K
Halbert Hargrove Global Advisors, LLC 0.01% Add +0.3% 1,805 $280K
Tiemann Investment Advisors, LLC 0.11% No change 1,800 $279K
Mission Creek Capital Partners, Inc. 0.06% Reduce -5.1% 1,795 $278K
Peak Financial Management, Inc. 0.07% No change 1,775 $275K
German American Bancorp, Inc. 0.02% Reduce -1.2% 1,774 $275K
Main Street Financial Solutions, LLC 0.02% Reduce -0.9% 1,772 $275K
SevenBridge Financial Group, LLC 0.04% No change 1,660 $273K
Kensington Investment Counsel, LLC 0.11% New 1,758 $273K
Financial Freedom, LLC 0.14% No change 1,756 $272K
Gray Private Wealth, LLC 0.13% No change 1,753 $272K
Missouri Trust & Investment Co 0.08% Add +6.0% 1,753 $272K
GC Wealth Management RIA, LLC 0.01% Reduce -10.0% 1,753 $272K
Wetzel Investment Advisors, Inc. 0.11% Add +4.0% 1,752 $272K
First United Bank & Trust 0.09% Reduce -1.7% 1,747 $271K
Ellerson Group Inc. 0.18% No change 1,739 $270K
Fiduciary Alliance LLC 0.02% Add +19.9% 1,739 $270K
Park National Corp. 0.01% No change 1,734 $269K
Evolution Wealth Advisors, LLC 0.03% Add +3.0% 1,733 $269K
Soundwatch Capital LLC 0.04% New 1,729 $268K
Chris Bulman Inc 0.12% Add +6.3% 1,721 $267K
Stone Summit Wealth LLC 0.07% Reduce -0.9% 1,720 $267K
First Financial Bankshares Inc 0.01% Add +12.8% 1,720 $267K
Freestone Capital Holdings, LLC 0.01% Add +5.5% 1,718 $266K
M.E. Allison & Co., Inc. 0.18% Add +0.1% 1,718 $266K
Fairview Capital Investment Management, LLC 0.01% Add +1.7% 1,716 $266K
Stratos Investment Management, LLC 0.01% No change 1,712 $266K
Mayflower Financial Advisors, LLC 0.03% Add +0.3% 1,703 $264K
Provident Wealth Management, LLC 0.08% Reduce -23.6% 1,690 $262K
USA Financial Formulas 0.05% Reduce -9.7% 1,690 $262K
Swmg, LLC 0.07% Reduce -33.9% 1,508 $261K
Wilson & Boucher Capital Management, LLC 0.17% No change 1,680 $261K
Lee Danner & Bass Inc. 0.02% Add +4.7% 1,673 $260K
Visionary Wealth Advisors 0.01% Reduce -3.8% 1,666 $258K
Pittenger & Anderson Inc. 0.01% Add +14.8% 1,665 $258K
Laird Norton Wetherby Trust Company, LLC 0.01% New 1,663 $258K
Aprio Wealth Management, LLC 0.01% New 1,661 $258K
FLP Wealth Management, LLC 0.61% Add +2.0% 1,659 $257K
WESPAC Advisors SoCal, LLC 0.05% Reduce -33.9% 1,651 $256K
Mattern Wealth Management LLC 0.05% No change 1,650 $256K
Greenwood Capital Associates LLC 0.03% Reduce -6.0% 1,648 $256K
Liberty Wealth Management LLC 0.03% New 1,647 $255K
Sunbelt Securities, Inc. 0.02% Add +0.1% 1,639 $254K
Sageworth Trust Co 0.01% No change 1,626 $252K
Telos Capital Management, Inc. 0.02% No change 1,618 $251K
HORAN Wealth, LLC 0.04% New 1,615 $251K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -4.6% 1,611 $250K
BCS Wealth Management 0.03% New 1,610 $250K
Garrison Point Advisors, LLC 0.11% Reduce -7.5% 1,609 $250K
BIP Wealth, LLC 0.01% No change 1,608 $249K
Investment Partners Asset Management, Inc. 0.16% No change 1,608 $249K
Verity & Verity, LLC 0.02% No change 1,606 $249K
Miramontes Capital, LLC 0.08% — 1,603 $249K
Beacon Investment Advisory Services, Inc. 0.01% New 1,603 $249K
Coordinated Financial Services, Inc. 0.14% No change 1,596 $248K
Pictet Asset Management Holding SA 0.00% No change 1,592 $247K
Caldwell Trust Co 0.02% No change 1,586 $246K
Barnes Wealth Management Group, Inc 0.13% Reduce -1.1% 1,583 $246K
JSF Financial, LLC 0.05% Add +11.2% 1,578 $245K
Tableaux LLC 0.17% Reduce -50.0% 1,577 $245K
GenTrust, LLC 0.01% No change 1,576 $244K
Mirador Capital Partners LP 0.03% Add +3.5% 1,569 $243K
Nadler Financial Group, Inc. 0.02% Reduce -5.4% 1,565 $243K
Safeguard Investment Advisory Group, LLC 0.06% Add +14.5% 1,556 $241K
Capstone Financial Advisors, Inc. 0.01% Add +2.4% 1,555 $241K
Capital Advisors Inc. 0.00% No change 1,550 $240K
Milestone Asset Management Group, LLC 0.13% Reduce -0.7% 1,539 $239K
Bedel Financial Consulting, Inc. 0.03% Add +12.4% 1,527 $237K
Annex Advisory Services, LLC 0.00% No change 1,527 $237K
Wellington Management Group LLP 0.00% Reduce -96.6% 1,527 $237K
Global Trust Asset Management, LLC 0.09% Reduce -70.9% 1,520 $236K
Summitry LLC 0.01% New 1,503 $233K
Navis Wealth Advisors, LLC 0.10% No change 1,500 $233K
Front Row Advisors LLC 0.08% Reduce -1.1% 1,500 $233K
D.B. Root & Company, LLC 0.06% Reduce -56.9% 1,494 $232K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +8.2% 1,494 $232K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% — 1,492 $231K
NFSG Corp 0.04% Add +6.4% 1,491 $231K
Ancora Advisors LLC 0.00% Add +0.1% 1,487 $231K
Group One Trading LLC 0.01% Reduce -81.3% 1,486 $231K
Wealth Alliance, LLC 0.02% Reduce -10.9% 1,483 $230K
Mizuho Markets Cayman LP 0.01% New 1,483 $230K
Roundview Capital LLC 0.01% No change 1,482 $230K
Spartan Planning & Wealth Management 0.17% Reduce -17.9% 1,480 $230K
Leigh Baldwin & Co., LLC 0.15% Reduce -7.8% 1,475 $229K
Elevated Financial Group LLC 0.08% — 1,473 $228K
McHugh Group, LLC 0.13% No change 1,470 $228K
Huntleigh Advisors, Inc. 0.04% New 1,470 $228K
Barometer Capital Management Inc. 0.05% Add +337.5% 3,500 $227K
Investment Insight Wealth Management, LLC 0.22% — 1,463 $227K
M3 Advisory Group, LLC 0.14% Add +0.1% 1,461 $227K
Byrne Asset Management LLC 0.13% Add +1.5% 1,460 $226K
EverSource Wealth Advisors, LLC 0.01% Add +0.9% 1,460 $226K
Bath Savings Trust Co 0.02% New 1,457 $226K
InvesTrust 0.09% Reduce -5.8% 1,455 $226K
Discipline Wealth Solutions, LLC 0.04% New 1,454 $226K
New England Private Wealth Advisors LLC 0.03% Add +0.3% 1,451 $225K
Waterfront Wealth Inc. 0.04% Reduce -1.2% 1,362 $224K
Griffin Asset Management, Inc. 0.02% New 1,442 $224K
Birchcreek Wealth Management, LLC 0.11% Reduce -0.3% 1,431 $222K
Endeavor Private Wealth, Inc. 0.06% Reduce -6.8% 1,424 $221K
Severin Investments, LLC 0.20% Reduce -7.8% 1,423 $221K
N.E.W. Advisory Services LLC 0.02% Reduce -34.1% 1,411 $219K
Artesa Financial Group, LLC 0.23% — 1,410 $219K
Nicolet Bankshares Inc. 0.03% New 1,400 $217K
Compound Planning, Inc. 0.01% Reduce -10.8% 1,395 $216K
Bayban 0.19% — 1,387 $215K
Diversified Portfolios, Inc. 0.02% No change 1,385 $215K
Autumn Glory Partners, LLC 0.08% Add +0.3% 1,385 $215K
Chatham Capital Group, Inc. 0.03% Reduce -20.2% 1,383 $215K
Invera Wealth Advisors, LLC 0.13% Reduce -3.2% 1,374 $213K
Mather Group, Llc. 0.00% Add +7.8% 1,374 $213K
Kickstand Ventures, Llc. 0.04% Reduce -0.4% 1,372 $213K
Noesis Capital Mangement Corp. 0.03% Reduce -1.4% 1,369 $212K
Weatherly Asset Management L. P. 0.02% Reduce -36.6% 1,365 $212K
Pines Wealth Management, LLC 0.07% No change 1,363 $211K
Maltin Wealth Management, Inc. 0.08% Add +0.3% 1,362 $211K
NCM Capital Management, LLC 0.08% No change 1,360 $211K
Retirement Planning Co of New England, Inc. 0.08% Add +0.2% 1,350 $209K
Sterling Investment Management, LLC 0.12% Reduce -20.4% 1,348 $209K
Brown Brothers Harriman & Co. 0.00% Add +30.7% 1,338 $208K
CDM Financial Counseling Services, Inc. 0.19% — 1,334 $207K
First Heartland Consultants, Inc. 0.02% Reduce -0.7% 1,331 $206K
Whalerock Point Partners, LLC 0.04% No change 1,330 $206K
Dagco, Inc. 0.05% No change 1,327 $206K
Gallagher Fiduciary Advisors, LLC 0.01% New 1,304 $202K
Plotkin Financial Advisors, LLC 0.10% No change 1,300 $202K
Harbor Investment Advisory, LLC 0.02% Add +47.7% 1,297 $201K
Peoples Bank 0.20% Reduce -14.9% 1,293 $201K
Sound Income Strategies, LLC 0.01% Add +9.2% 1,196 $200K
Wealth Watch Advisors, INC 0.07% Reduce -30.3% 1,282 $199K
HM Payson & Co. 0.00% Reduce -44.1% 1,269 $197K
Johnson Financial Group, Inc. 0.01% Reduce -8.3% 1,223 $190K
Bangor Savings Bank 0.02% No change 1,210 $188K
Wellington Shields Capital Management, LLC 0.03% No change 1,179 $183K
Community Bank, N.A. 0.02% No change 1,140 $177K
Angeles Wealth Management, LLC 0.01% Add +215.3% 1,116 $173K
Corsicana & Co. 0.10% No change 1,115 $173K
JFS Wealth Advisors, LLC 0.01% No change 1,110 $172K
Advocate Investing Services LLC 0.15% — 1,100 $171K
Signaturefd, LLC 0.00% Reduce -27.2% 1,077 $167K
SYM FINANCIAL Corp 0.02% Reduce -28.5% 1,067 $166K
CVA Family Office, LLC 0.02% Reduce -6.8% 1,050 $163K
Picton Mahoney Asset Management 0.00% Add +600.0% 1,050 $163K
LRI Investments, LLC 0.01% No change 1,048 $163K
FAS Wealth Partners, Inc. 0.01% No change 1,020 $158K
Keating Financial Advisory Services, Inc. 0.02% — 1,010 $157K
Dynamic Wealth Strategies, LLC 0.09% New 1,000 $155K
Delos Wealth Advisors, LLC 0.10% No change 992 $154K
Schroder Investment Management Group 0.00% No change 950 $147K
Wealth Enhancement Trust Services, Inc. 0.02% — 938 $146K
Valley National Advisers Inc. 0.02% No change 922 $143K
Ashton Thomas Securities, LLC 0.03% No change 913 $142K
Medallion Wealth Advisors, LLC 0.05% Add +36.2% 906 $141K
United Community Bank 0.05% Reduce -1.6% 905 $140K
MilWealth Group LLC 0.03% No change 869 $135K
GAMMA Investing LLC 0.01% Add +14.6% 863 $134K
BankPlus Trust Department 0.03% No change 838 $130K
Resources Management Corp. /CT/ 0.02% No change 832 $129K
Grove Bank & Trust 0.01% Add +20.4% 826 $128K
Strengthening Families & Communities, LLC 0.05% Add +0.4% 824 $128K
Barnes Dennig Private Wealth Management LLC 0.13% Add +14.6% 815 $126K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.6% 803 $125K
Finley Financial, LLC 0.06% No change 790 $123K
Wagner Wealth Management, LLC 0.03% Add +68.4% 778 $121K
Oxford Financial Group, LTD. LLC 0.01% New 775 $120K
Rossby Financial, LCC 0.04% Add +1081.5% 768 $119K
Cherry Tree Wealth Management, LLC 0.03% No change 764 $119K
Paladin Advisory Group, LLC 0.09% No change 754 $117K
DT Investment Partners, LLC 0.01% Add +18.6% 747 $116K
Dunhill Financial, LLC 0.04% No change 743 $115K
Phillips Financial Management, LLC 0.01% No change 728 $113K
SouthState Bank Corp 0.01% Add +15.5% 721 $112K
South Plains Financial, Inc. 0.07% No change 720 $112K
MCF Advisors LLC 0.01% No change 717 $111K
Bollard Group LLC 0.00% Add +0.1% 717 $111K
Wellington Shields & Co., LLC 0.03% No change 697 $108K
Bravera Wealth 0.05% — 688 $107K
TrustBank 0.04% — 675 $105K
Plante Moran Financial Advisors, LLC 0.01% Reduce -7.7% 672 $104K
Horrell Capital Management, Inc. 0.04% Add +0.3% 650 $101K
EFG International AG 0.00% — 648 $101K
Credit Agricole S A 0.00% Reduce -85.2% 618 $96K
Caldwell Sutter Capital, Inc. 0.04% No change 610 $95K
Sachetta, LLC 0.05% No change 610 $95K
TCTC Holdings, LLC 0.00% No change 591 $92K
Aventura Private Wealth, LLC 0.03% Reduce -11.7% 588 $91K
2UniFi Bank 0.04% Add +35.3% 575 $89K
Indiana Trust & Investment Management Co 0.03% No change 575 $89K
Tradewinds Capital Management, LLC 0.02% Reduce -99.6% 574 $89K
Pacific Center for Financial Services 0.02% No change 573 $88K
Wellington Grp LLC 0.03% — 558 $87K
Banque Cantonale Vaudoise 0.00% Reduce -18.6% 554 $86K
Transce3nd, LLC 0.69% Reduce -0.6% 515 $85K
Flagship Wealth Advisors, LLC 0.02% No change 538 $83K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 536 $83K
Tanglewood Legacy Advisors, LLC 0.03% No change 535 $83K
Morse Asset Management, Inc 0.02% Add +1428.6% 535 $83K
Raffa Wealth Management, LLC 0.01% No change 535 $83K
Avalon Trust Co 0.01% Reduce -20.2% 530 $82K
Vision Retirement, LLC 0.02% — 529 $82K
SageView Advisory Group, LLC 0.00% New 528 $82K
Piedmont Capital Management, LLC 0.05% — 523 $81K
Eastern Bank 0.00% Add +9.0% 521 $81K
Hyposwiss Advisors SA 0.08% — 515 $80K
Hollencrest Capital Management 0.00% Reduce -46.8% 510 $79K
High Point Wealth Management, LLC 0.07% — 504 $78K
Align Financial, LLC 0.04% — 77,560 $78K
Granite FO LLC 0.04% No change 500 $78K
Trust Co. of Toledo NA 0.01% No change 500 $78K
Princeton Global Asset Management LLC 0.01% Add +4.4% 498 $77K
Register Financial Advisors LLC 0.03% Add +0.2% 496 $77K
Valley Wealth Managers, Inc. 0.00% Add +2.7% 495 $77K
New Republic Capital, LLC 0.02% New 493 $76K
Global Wealth Strategies & Associates 0.02% Add +6885.7% 489 $76K
Gold Investment Management Ltd. 0.02% No change 475 $74K
Concord Wealth Partners 0.01% Add +830.0% 465 $72K
Bank of New Hampshire 0.02% No change 463 $72K
Pacifica Partners Inc. 0.03% Add +194.0% 441 $70K
Roxbury Financial LLC 0.06% Add +0.2% 431 $67K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 430 $67K
Quadrant Capital Group LLC 0.00% No change 428 $66K
Strategic Wealth Partners, Ltd. 0.00% Add +375.6% 428 $66K
Cambient Family Office, LLC 0.01% — 427 $66K
Anchor Investment Management, LLC 0.01% No change 426 $66K
Summit Securities Group LLC 0.01% New 424 $66K
Biltmore Family Office, LLC 0.01% Add +323.0% 423 $66K
Union Savings Bank 0.03% — 419 $65K
Crewe Advisors LLC 0.01% Add +27.4% 418 $65K
St Germain D J Co. Inc. 0.00% No change 410 $64K
Clayton Financial Group LLC 0.03% New 401 $62K
Old Second National Bank of Aurora 0.01% No change 400 $62K
Operose Advisors LLC 0.01% Add +27.1% 389 $60K
Centerpoint Advisors, LLC 0.02% New 385 $60K
BOK Financial Private Wealth, Inc. 0.00% No change 360 $56K
Daytona Street Capital LLC 0.04% — 360 $56K
Peoples Financial Services Corp. 0.02% No change 343 $53K
Hamilton Point Investment Advisors, LLC 0.01% No change 333 $52K
Archer Investment Corp 0.01% Add +0.3% 333 $52K
Murphy & Mullick Capital Management Corp 0.04% Add +31.9% 331 $51K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -47.6% 330 $51K
Rothschild Investment LLC 0.00% Add +0.3% 329 $51K
Pin Oak Investment Advisors Inc. 0.04% Add +625.0% 290 $50K
Root Financial Partners, LLC 0.00% Reduce -17.9% 313 $49K
Alerus Financial NA 0.00% Reduce -22.6% 312 $48K
Piscataqua Savings Bank 0.03% Add +188.7% 306 $47K
McIlrath & Eck, LLC 0.00% No change 302 $47K
Orion Capital Management LLC 0.02% No change 302 $47K
Compass Financial Services Inc 0.02% Add +2.0% 300 $47K
Strive Financial Group ,LLC 0.02% — 300 $47K
Pinnacle Bancorp, Inc. 0.01% Reduce -4.2% 300 $47K
Lowe Brockenbrough & Co. Inc. 0.00% No change 300 $47K
HHM Wealth Advisors, LLC 0.01% Add +14.6% 298 $46K
Covestor Ltd 0.02% Reduce -26.6% 293 $46K
Ameriflex Group, Inc. 0.02% Add +12.2% 295 $46K
Hantz Financial Services, Inc. 0.00% Reduce -1.0% 292 $45K
Armor Investment Advisors, LLC 0.02% No change 285 $44K
Sage Mountain Advisors LLC 0.00% No change 281 $44K
Cary Street Partners Investment Advisory LLC 0.01% Add +25.4% 267 $41K
RMG Wealth Management LLC 0.01% No change 246 $41K
Davis Capital Management 0.03% No change 255 $40K
Legacy Bridge, LLC 0.02% No change 250 $39K
Quattro Advisors LLC 0.03% — 239 $37K
Physician Wealth Advisors, Inc. 0.01% No change 237 $37K
SBI Securities Co., Ltd. 0.00% Add +10.2% 237 $37K
Cypress Capital Management LLC (WY) 0.04% No change 235 $36K
MidFirst Bank 0.00% — 232 $36K
Camelot Portfolios, LLC 0.02% New 225 $35K
one8zero8, LLC 0.01% New 222 $34K
Maseco LLP 0.00% No change 222 $34K
Avion Wealth 0.01% No change 219 $34K
WPG Advisers, LLC 0.03% No change 218 $34K
Colonial Trust Advisors 0.00% No change 217 $34K
Pursuit Wealth Strategies, LLC 0.05% — 208 $32K
SHP Wealth Management 0.00% — 208 $32K
Trifecta Capital Advisors, LLC 0.00% New 205 $32K
Chesapeake Asset Management LLC 0.03% New 200 $31K
Ransom Advisory, Ltd 0.01% New 200 $31K
Rice Partnership, LLC 0.00% New 200 $31K
Kohmann Bosshard Financial Services, LLC 0.00% New 200 $31K
Financial Network Wealth Advisors LLC 0.03% Add +148.1% 196 $30K
Acima Private Wealth, LLC 0.01% No change 196 $30K
Bellevue Asset Management, LLC 0.01% No change 192 $30K
Park Place Capital Corp 0.01% Reduce -12.5% 189 $29K
Founders Capital Management 0.02% No change 188 $29K
Barrett & Company, Inc. 0.01% Add +2.9% 180 $28K
DecisionPoint Financial, LLC 0.01% No change 180 $28K
Man Group plc 0.00% New 176 $27K
Tidemark, LLC 0.01% No change 171 $27K
Key Financial Inc 0.00% No change 170 $26K
Winch Advisory Services, LLC 0.01% Add +0.6% 170 $26K
Center for Financial Planning, Inc. 0.00% No change 165 $26K
Tompkins Financial Corp. 0.00% Reduce -16.6% 161 $25K
Ankerstar Wealth, LLC 0.02% — 160 $25K
Richards, Merrill & Peterson, Inc. 0.01% New 160 $25K
Sankala Group LLC 0.02% — 140 $25K
Truvestments Capital LLC 0.00% No change 156 $24K
Clark Wealth Partners 0.01% No change 152 $24K
Colonial Trust Co / SC 0.00% No change 150 $23K
Luken Investment Analytics, LLC 0.01% No change 150 $23K
Arlington Trust Co LLC 0.00% Reduce -97.9% 150 $23K
Bell Investment Advisors, Inc 0.00% No change 145 $22K
Edmond DE Rothschild Holding S.A. 0.00% No change 141 $22K
Triumph Capital Management 0.00% New 140 $22K
Steph & Co. 0.01% No change 139 $22K
Costello Asset Management, INC 0.01% No change 138 $21K
Lloyd Advisory Services, LLC. 0.01% New 138 $21K
Acumen Wealth Advisors, LLC 0.01% — 136 $21K
Versant Capital Management, Inc 0.00% No change 136 $21K
Quaker Wealth Management, LLC 0.01% Add +8.1% 134 $21K
Manchester Capital Management LLC 0.00% Reduce -72.8% 130 $20K
North Star Investment Management Corp. 0.00% No change 130 $20K
Hanson & Doremus Investment Management 0.00% No change 129 $20K
Hartford Financial Management Inc. 0.01% No change 126 $20K
Evolution Wealth Management Inc. 0.02% Reduce -43.2% 125 $19K
GPS Wealth Strategies Group, LLC 0.02% Reduce -97.8% 123 $19K
Eq Wealth Advisors, LLC 0.01% New 122 $19K
MTM Investment Management, LLC 0.01% No change 115 $18K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 113 $18K
Highline Wealth Partners LLC 0.00% No change 108 $17K
Planning Project LLC 0.00% — 105 $16K
Lodestone Wealth Management LLC 0.01% New 105 $16K
Caitlin John, LLC 0.01% Add +2.9% 105 $16K
Ulland Investment Advisors, LLC 0.01% No change 100 $16K
First PREMIER Bank 0.00% No change 105 $16K
United Financial Planning Group LLC 0.01% New 100 $16K
Elevation Wealth Partners, LLC 0.01% No change 100 $16K
Cordgrass Capital Advisors, LLC 0.00% No change 100 $16K
Hughes Financial Services, LLC 0.00% No change 100 $16K
Ramirez Asset Management, Inc. 0.00% No change 100 $16K
Abound Wealth Management 0.00% Reduce -44.4% 99 $15K
Burkett Financial Services, LLC 0.01% No change 97 $15K
Signature Resources Capital Management, LLC 0.01% No change 95 $15K
Quent Capital, LLC 0.00% New 89 $14K
Townsend Asset Management Corp. /NC/ 0.00% No change 89 $14K
Bogart Wealth, LLC 0.00% No change 88 $14K
CNB Bank 0.01% No change 84 $13K
Morton Brown Family Wealth, LLC 0.00% No change 82 $13K
Hilton Head Capital Partners, LLC 0.01% — 81 $13K
Friedenthal Financial 0.01% Reduce -2.4% 80 $12K
Oakworth Capital, Inc. 0.00% No change 78 $12K
PFS Partners, LLC 0.01% No change 76 $12K
Modus Advisors, LLC 0.00% New 76 $12K
JDM Financial Group LLC 0.00% Reduce -25.0% 75 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -55.9% 75 $12K
Park Square Financial Group, LLC 0.07% Add +17.3% 88 $12K
Ascentis Wealth Management, LLC 0.00% No change 72 $11K
Smithfield Trust Co 0.00% No change 71 $11K
Cornerstone Planning Group LLC 0.00% Reduce -65.2% 57 $9K
SRH Advisors, LLC 0.00% No change 60 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 59 $9K
Purpose Unlimited Inc. 0.00% — 57 $9K
City State Bank 0.00% No change 55 $9K
Eukles Asset Management 0.00% No change 54 $8K
Capital Analysts, LLC 0.00% Add +1.9% 55 $8K
Gilpin Wealth Management, LLC 0.01% — 51 $8K
Vision Financial Markets LLC 0.01% No change 51 $8K
Bullseye Investment Management, LLC 0.00% New 50 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $8K
Rialto Wealth Management, LLC 0.00% No change 50 $8K
Citizens National Bank Trust Department 0.00% No change 50 $8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -90.5% 46 $8K
Financial Gravity Asset Management, Inc. 0.00% No change 46 $7K
IMG Wealth Management, Inc. 0.00% No change 45 $7K
Entrust Financial LLC 0.01% — 45 $7K
Curio Wealth, LLC 0.00% New 43 $7K
Millstone Evans Group, LLC 0.00% No change 43 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% New 42 $7K
Nemes Rush Group LLC 0.00% No change 39 $6K
Zions Bancorporation, National Association 0.00% No change 39 $6K
Comprehensive Financial Planning, Inc. 0.00% No change 34 $5K
SWAN Capital LLC 0.00% No change 34 $5K
Cape Investment Advisory, Inc. 0.00% New 34 $5K
Wolff Wiese Magana LLC 0.00% Reduce -69.4% 33 $5K
Daiwa Securities Group Inc. 0.00% Reduce -10.5% 34 $5K
Nalls Sherbakoff Group, LLC 0.00% No change 32 $5K
Asset Dedication, LLC 0.00% Reduce -85.7% 30 $5K
Legacy Wealth Managment, LLC 0.00% Reduce -49.1% 29 $4K
Cranbrook Wealth Management, LLC 0.00% Reduce -91.2% 28 $4K
Rachor Investment Advisory Services, LLC 0.00% — 21 $3K
Rakuten Securities, Inc. 0.00% Reduce -60.8% 20 $3K
Navalign, LLC 0.00% New 20 $3K
Red Tortoise LLC 0.00% No change 19 $3K
Central Pacific Bank - Trust Division 0.00% No change 19 $3K
Itau Unibanco Holding S.A. 0.00% Reduce -99.9% 16 $2K
WealthShield Partners, LLC 0.00% Reduce -80.8% 14 $2K
Roble, Belko & Company, Inc 0.00% No change 13 $2K
Estate Planners Group, LLC 0.00% — 13 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -92.3% 12 $2K
Westend Capital Management, LLC 0.00% No change 8 $1K
Turning Point Benefit Group, Inc. 0.00% No change 7 $1K
CGC Financial Services, LLC 0.00% No change 5 $776
Inspire Investing, LLC 0.00% New 5 $776
Silicon Valley Capital Partners 0.00% New 4 $623
Sumitomo Mitsui Financial Group, Inc. 0.00% New 3 $465
Abound Financial, LLC 0.00% New 2 $310
Raleigh Capital Management Inc. 0.00% Reduce -100.0% 1 $139

"% of holder's portfolio" is XLI's weight in each manager's 13F, not the share of SS Industrial Select Sector the manager owns.