SS Consumer Staples Sel SectXLPETF

13F holders, Q1 2024 (March 31)
1,087holders
7famous investors
$76.43avg. 13F price*

At the end of Q1 2024, 1,087 institutions reported holding SS Consumer Staples Sel Sect (XLP) in their 13F filings. The largest holders were Bank of America Corp. ($1.8B), Goldman Sachs Group Inc. ($1.0B) and Barclays PLC ($912.9M). 7 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Consumer Staples Sel Sect
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y308
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions82$170.1M
Exits114$769.2M

Ownership 1,087 holders

Bank of America Corp. 0.17% Reduce -19.4% 22,950,469 $1.8B
Goldman Sachs Group Inc. 0.22% Add +36.0% 13,552,688 $1.0B
Barclays PLC 0.41% Add +467.4% 11,954,974 $912.9M
Morgan Stanley 0.06% Reduce -6.2% 10,325,960 $788.5M
JPMorgan Chase & Co. 0.04% Add +40.0% 5,902,237 $450.7M
Caisse de depot et placement du Quebec 0.85% Add +16.0% 4,599,800 $351.2M
Nissay Asset Management Corp. /Japan 2.15% Add +1.6% 4,059,756 $310.0M
Ameriprise Financial Inc. 0.09% Add +5.1% 4,040,332 $308.5M
Envestnet Asset Management Inc. 0.11% Reduce -40.2% 3,752,683 $286.6M
Wells Fargo & Company 0.07% Reduce -2.4% 3,697,584 $282.3M
Harel Insurance Investments & Financial Services Ltd. 5.26% Reduce -0.0% 3,556,742 $271.6M
UBS Group AG 0.09% Add +4.2% 3,541,016 $270.4M
Healthcare of Ontario Pension Plan Trust Fund 0.86% No change 3,200,000 $244.4M
LPL Financial LLC 0.13% Reduce -4.7% 3,177,462 $242.6M
Raymond James & Associates 0.15% Reduce -39.4% 2,856,260 $218.1M
Citigroup Inc. 0.21% Add +134.7% 2,564,756 $195.8M
Two Sigma Investments, LP 0.47% Add +36147.3% 2,404,644 $183.6M
Janney Montgomery Scott LLC 0.50% Reduce -44.1% 2,212,949 $169.0M
Truist Financial Corp. 0.25% Reduce -45.8% 2,131,587 $162.8M
Two Sigma Advisers, LP 0.34% Add +46739.0% 1,920,400 $146.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -6.7% 1,907,644 $145.7M
WestEnd Advisors, LLC 3.56% Reduce -45.8% 1,800,994 $137.5M
Fisher Asset Management 0.06% Add +67.3% 1,697,010 $129.6M
BNP Paribas Financial Markets 0.15% Add +65.0% 1,564,352 $119.5M
Royal Bank of Canada 0.03% Reduce -1.4% 1,394,178 $106.5M
Bank of Nova Scotia 0.20% Add +13283.9% 1,259,420 $96.2M
Menora Mivtachim Holdings LTD. 0.70% Reduce -3.8% 1,222,157 $93.3M
CHURCHILL MANAGEMENT Corp 1.09% Reduce -53.6% 1,148,926 $87.7M
BlackRock Inc. 0.00% Reduce -14.8% 993,468 $75.9M
Agf Management Ltd. 0.42% Reduce -19.5% 988,560 $75.5M
Raymond James Financial Services Advisors, Inc. 0.10% Add +2.7% 878,169 $67.1M
Qube Research & Technologies Ltd 0.12% Add +4.9% 849,075 $64.8M
PGIM Custom Harvest LLC 1.59% Add +50.1% 839,565 $64.1M
Cetera Investment Advisers 0.14% Add +207.2% 787,165 $60.1M
Osaic Holdings, Inc. 0.13% Reduce -3.1% 767,405 $58.6M
1832 Asset Management L.P. 0.10% Add +146.4% 752,816 $57.5M
Phoenix Financial Ltd. 0.79% New 743,880 $56.8M
Commonwealth Equity Services, LLC 0.09% Add +4.2% 674,372 $51.5M
Conservest Capital Advisors, Inc. 5.17% Reduce -0.9% 663,048 $50.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.54% Add +32.4% 657,010 $50.2M
Jane Street Group, LLC 0.06% Add +411.0% 581,007 $44.4M
Natixis 0.24% Add +0.2% 553,244 $42.2M
Victory Capital Management Inc. 0.04% Reduce -41.7% 546,499 $41.7M
Capital Investment Advisors, LLC 0.91% Add +1030.9% 513,923 $39.2M
EP Wealth Advisors, LLC 0.46% Add +5.4% 513,737 $39.2M
HighTower Advisors, LLC 0.06% Reduce -10.1% 480,700 $36.7M
Stifel Financial Corp. 0.04% Reduce -14.8% 459,246 $35.1M
Swan Global Investments, LLC 1.71% Reduce -7.9% 454,519 $34.7M
Marshall Wace, LLP 0.05% Add +11064.6% 424,255 $32.4M
KCM Investment Advisors LLC 1.18% Add +8.9% 416,735 $31.8M
Exchange Traded Concepts, LLC 0.81% Add +109.4% 410,358 $31.3M
Trust Asset Management LLC 2.66% No change 397,575 $30.4M
Alps Advisors Inc. 0.21% Reduce -9.9% 394,834 $30.1M
Flaharty Asset Management, LLC 4.45% Add +14.7% 392,577 $30.0M
Thrivent Financial for Lutherans 0.06% Add +8.0% 384,476 $29.4M
Greenwood Gearhart LLC 2.83% Reduce -6.3% 380,557 $29.1M
Bouchey Financial Group, Ltd. 2.83% Add +0.8% 376,137 $28.7M
Prudential Financial Inc. 0.04% Add +19.9% 372,881 $28.5M
MML Investors Services, LLC 0.12% Reduce -0.1% 372,491 $28.4M
CW Advisors, LLC 0.48% Add +14.7% 367,627 $28.1M
Advisory Alpha, LLC 1.08% Add +41.9% 343,138 $26.2M
Rockefeller Capital Management L.P. 0.08% Add +47.4% 338,517 $25.8M
Factory Mutual Insurance Co. 0.30% No change 336,700 $25.7M
Spire Wealth Management 0.46% Reduce -8.2% 132,263 $25.1M
Squarepoint Ops LLC 0.10% Reduce -85.3% 315,629 $24.1M
Citadel Advisors 0.02% Reduce -67.3% 304,674 $23.3M
J.Safra Asset Management Corp 2.63% Add +4.2% 304,068 $23.2M
US Bancorp \de 0.03% Reduce -6.0% 291,584 $22.3M
Armstrong Advisory Group, Inc. 2.00% No change 286,351 $20.6M
WFA Asset Management Corp 10.47% Reduce -19.3% 262,269 $20.0M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -16.4% 257,058 $19.6M
Assetmark, Inc. 0.06% Reduce -47.9% 251,090 $19.2M
Renaissance Technologies 0.03% New 250,800 $19.2M
Credit Suisse AG/ 0.02% Reduce -39.9% 234,229 $17.9M
Mariner, LLC 0.04% Add +4.2% 232,548 $17.8M
Global Endowment Management, LP 1.84% No change 231,509 $17.7M
Gerber Kawasaki Wealth & Investment Management 0.89% Add +15.6% 216,068 $16.5M
Alaska Permanent Fund Corp 0.23% No change 204,918 $15.6M
Private Advisor Group, LLC 0.11% Reduce -4.2% 203,536 $15.5M
RiverFront Investment Group, LLC 0.43% Add +2.6% 201,688 $15.4M
Equitable Holdings, Inc. 0.17% Add +8.9% 193,457 $14.8M
PNC Financial Services Group, Inc. 0.01% Reduce -29.9% 191,425 $14.6M
Miller Investment Management, LP 1.86% Reduce -0.1% 191,046 $14.6M
Peapack Gladstone Financial Corp. 0.23% Add +1.5% 190,209 $14.5M
Susquehanna International Group, LLP 0.02% Reduce -88.0% 188,384 $14.4M
Kingsview Wealth Management, LLC 0.36% Reduce -40.6% 185,832 $14.2M
MAI Capital Management 0.15% Reduce -1.3% 183,674 $14.0M
BW Gestao de Investimentos Ltda. 1.26% Reduce -38.6% 183,630 $14.0M
Full Sail Capital, LLC 0.97% Add +5.4% 182,429 $13.9M
Prime Capital Investment Advisors, LLC 0.19% Reduce -30.3% 179,206 $13.7M
Bar Harbor Wealth Management 0.88% Add +0.9% 171,409 $13.1M
Capital Advantage, Inc. 2.63% Reduce -27.7% 167,163 $12.9M
Northern Trust Corp. 0.00% Reduce -5.2% 167,435 $12.8M
Valence8 US LP 6.67% Reduce -13.1% 167,401 $12.8M
Prestige Wealth Management Group LLC 2.71% Add +38454.9% 164,244 $12.5M
Salomon & Ludwin, LLC 1.06% Reduce -5.8% 161,196 $12.4M
Clarity Financial LLC 1.91% Add +0.1% 161,384 $12.3M
Biltmore Wealth Management, LLC 5.86% No change 171,056 $12.3M
Maven Securities LTD 0.72% Add +21.0% 159,186 $12.2M
Trek Financial, LLC 0.96% Reduce -6.5% 158,673 $12.1M
GM Advisory Group, LLC 0.84% New 157,396 $12.0M
Creative Planning 0.01% Reduce -0.8% 151,418 $11.6M
Foundations Investment Advisors, LLC 0.30% Add +18.0% 150,690 $11.5M
Gunma Bank,Ltd. 6.03% Add +66.7% 150,000 $11.5M
Private Wealth Advisors, LLC 4.73% Reduce -4.0% 147,879 $11.3M
Kestra Advisory Services, LLC 0.08% Add +14.2% 146,575 $11.2M
J.W. Cole Advisors, Inc. 0.53% Reduce -6.5% 137,895 $10.5M
Rothschild Capital Partners, LLC 3.05% Reduce -0.8% 137,345 $10.5M
Estate Counselors, LLC 1.18% Reduce -1.1% 135,275 $10.3M
SG Americas Securities, LLC 0.05% Add +25.1% 133,090 $10.2M
Pacific Capital Wealth Advisors, Inc. 2.37% Reduce -3.5% 131,686 $10.1M
Concord Investment Counsel Inc. 3.62% — 131,407 $10.0M
Makena Capital Management LLC 2.33% Reduce -9.0% 131,272 $10.0M
Park Avenue Securities LLC 0.13% Reduce -5.2% 131,086 $10.0M
Krilogy Financial LLC 0.76% Add +12.8% 128,984 $9.8M
Cornerstone Wealth Group, LLC 0.91% Reduce -25.7% 128,817 $9.8M
Novare Capital Management LLC 0.88% Add +5.8% 128,083 $9.8M
Sumitomo Mitsui Financial Group, Inc. 0.30% Reduce -69.1% 125,934 $9.6M
Orion Porfolio Solutions, LLC 0.10% Reduce -1.6% 125,398 $9.6M
Orion Portfolio Solutions, LLC 0.10% Reduce -1.6% 125,398 $9.6M
Client First Capital LLC 6.70% Add +47.6% 125,179 $9.6M
Evolution Wealth Advisors, LLC 1.80% Add +0.1% 123,123 $9.4M
Corient Private Wealth LP 0.02% Reduce -26.6% 122,907 $9.4M
Cresset Asset Management, LLC 0.04% Add +3.1% 120,004 $9.2M
IMZ Advisory Inc 4.63% Reduce -2.4% 117,695 $9.0M
Ayalon Insurance Comp Ltd. 2.98% Add +76.5% 117,360 $9.0M
State Street Corp. 0.00% Reduce -82.5% 116,962 $8.9M
Sharper & Granite LLC 4.30% Add +7.5% 119,643 $8.9M
Integrated Wealth Concepts LLC 0.13% Reduce -0.1% 116,116 $8.9M
NewEdge Advisors, LLC 0.07% Reduce -3.5% 112,622 $8.6M
TD Waterhouse Canada Inc. 0.06% Reduce -4.2% 106,640 $8.6M
Atria Wealth Solutions, Inc. 0.09% Reduce -14.8% 109,695 $8.4M
Spinnaker Trust 0.52% Reduce -2.0% 106,140 $8.1M
DAVENPORT & Co LLC 0.05% Reduce -36.0% 104,579 $8.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -45.5% 103,280 $7.9M
First Merchants Corp. 0.59% Reduce -3.9% 102,778 $7.8M
B. Riley Wealth Advisors, Inc. 0.21% Add +47.4% 111,877 $7.7M
Old National Bancorp 0.18% Reduce -14.0% 100,634 $7.7M
Summit Trail Advisors, LLC 0.20% Reduce -73.1% 98,433 $7.5M
Fifth Third Securities, Inc. 0.73% Reduce -5.2% 97,966 $7.5M
IFG Advisory, LLC 0.55% Reduce -20.4% 96,591 $7.4M
Avantax Advisory Services, Inc. 0.06% Reduce -15.6% 95,329 $7.3M
Atria Investments, Inc 0.10% Reduce -16.7% 94,349 $7.2M
Kwmg, LLC 0.78% Add +0.8% 93,768 $7.2M
United Asset Strategies, Inc. 0.71% Reduce -23.0% 92,994 $7.1M
First Interstate Bank 0.49% Reduce -1.0% 92,557 $7.1M
Allspring Global Investments Holdings, LLC 0.01% Reduce -11.7% 92,389 $7.1M
Ferguson Wellman Capital Management, Inc. 0.14% Reduce -1.2% 91,446 $7.0M
Ironwood Wealth Management, Inc. 3.65% Add +2.1% 94,018 $7.0M
Prudent Investors Network, Inc. 2.58% — 89,776 $6.9M
Circle Wealth Management, LLC 0.17% Add +0.2% 88,998 $6.8M
Concurrent Investment Advisors, LLC 0.27% Reduce -33.5% 88,587 $6.8M
Madison Park Capital Advisors, LLC 5.84% Add +2.8% 87,704 $6.7M
Stillwater Capital Advisors, LLC 0.98% Reduce -1.0% 86,849 $6.6M
IHT Wealth Management, LLC 0.26% Reduce -26.1% 84,536 $6.5M
Money Concepts Capital Corp. 0.59% Add +2.3% 83,555 $6.4M
Bank of Montreal 0.00% Reduce -61.1% 81,435 $6.2M
LifePlan Financial, LLC 5.60% Add +21.6% 80,080 $6.1M
Graypoint LLC 0.44% Reduce -37.6% 79,451 $6.1M
Great Lakes Advisors, LLC 0.05% Reduce -0.1% 78,621 $6.0M
Howard Capital Management Group, LLC 0.46% Add +1.4% 78,087 $6.0M
German American Bancorp, Inc. 0.72% Add +2.9% 77,896 $5.9M
Sigma Planning Corp 0.18% Add +109.7% 74,748 $5.7M
J. Goldman & Co LP 0.26% Reduce -39.3% 74,543 $5.7M
Innealta Capital, LLC 2.40% Reduce -0.0% 74,339 $5.7M
Boothbay Fund Management, LLC 0.18% Add +1209.3% 73,818 $5.6M
Balyasny Asset Management L.P. 0.01% New 72,896 $5.6M
McKinley Carter Wealth Services, Inc. 0.36% Add +41.6% 71,023 $5.4M
Brave Asset Management Inc. 1.39% Add +2.7% 69,886 $5.3M
Winthrop Capital Management, LLC 2.43% Add +0.2% 69,078 $5.3M
Ashton Thomas Private Wealth, LLC 0.30% Reduce -1.7% 67,840 $5.2M
Amarillo National Bank 0.96% No change 67,557 $5.2M
Lowe Brockenbrough & Co. Inc. 0.35% Add +34.6% 67,009 $5.1M
InterOcean Capital Group, LLC 0.12% Add +9.6% 66,937 $5.1M
Astor Investment Management LLC 2.02% Add +23.0% 66,540 $5.1M
Trilogy Capital Inc. 0.29% Add +1967.6% 66,081 $5.0M
Pictet North America Advisors SA 0.56% Reduce -23.8% 65,577 $5.0M
Dynamic Advisor Solutions LLC 0.17% Reduce -4.3% 64,747 $4.9M
ExodusPoint Capital Management, LP 0.06% Reduce -77.4% 64,000 $4.9M
Comerica Bank 0.02% Reduce -9.5% 63,771 $4.9M
Fifth Third Bancorp 0.02% Reduce -12.1% 62,767 $4.8M
Destination Wealth Management 0.16% Add +0.6% 62,563 $4.8M
One Wealth Map LLC 3.15% Reduce -12.3% 63,442 $4.8M
Sage Capital Management, LLC 2.58% Reduce -0.7% 62,320 $4.8M
Vickerman Investment Advisors, Inc. 1.53% Add +0.8% 62,148 $4.7M
Alerus Financial NA 0.36% Reduce -45.9% 61,689 $4.7M
Innova Wealth Partners 3.62% New 61,450 $4.7M
Callan Capital, LLC 0.41% Reduce -4.0% 61,083 $4.7M
Vectors Research Management, LLC 1.31% Add +79.7% 60,874 $4.6M
Pathstone Holdings, LLC 0.02% Add +5.0% 60,818 $4.6M
Axxcess Wealth Management, LLC 0.13% Add +29.3% 60,683 $4.6M
Mizuho Markets Americas LLC 0.13% New 60,419 $4.6M
WT Wealth Management 1.64% Add +6.5% 60,121 $4.6M
Premier Path Wealth Partners, LLC 0.86% Add +12.9% 60,024 $4.6M
Fca Corp. 1.48% Add +2.3% 60,014 $4.6M
Highland Peak Capital, LLC 2.76% New 59,447 $4.5M
Asset Advisors Investment Management, LLC 0.51% Add +7.1% 59,359 $4.5M
CoreCap Advisors, LLC 0.24% Reduce -66.1% 59,099 $4.5M
Rooted Wealth Advisors, Inc. 2.21% Add +5.3% 59,449 $4.5M
WBH Advisory Inc. 0.46% Reduce -0.8% 58,400 $4.5M
AlphaMark Advisors, LLC 1.57% Add +0.7% 58,283 $4.5M
Veltria Advisors Corp. 1.14% Add +34.3% 57,744 $4.4M
Martin & Co. Inc. 1.05% Reduce -2.7% 56,085 $4.3M
Robertson Stephens Wealth Management, LLC 0.23% Add +39.6% 56,082 $4.3M
Associated Banc-Corp 0.13% Reduce -0.8% 55,564 $4.2M
Dakota Wealth Management 0.11% Add +0.8% 55,461 $4.2M
Algorithmic Investment Models, LLC 3.11% Reduce -9.3% 55,414 $4.2M
Measured Wealth Private Client Group, LLC 1.46% Reduce -1.6% 54,664 $4.2M
Simplicity Wealth,LLC 0.10% Add +495.4% 53,830 $4.1M
Bessemer Group Inc. 0.01% Reduce -96.2% 53,649 $4.1M
Focus Financial Network, Inc. 0.20% — 55,383 $4.1M
Fortis Group Advisors, LLC 0.75% Add +168.2% 53,447 $4.1M
Freedom Investment Management, Inc. 0.32% Reduce -12.5% 52,925 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Reduce -0.6% 52,104 $4.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Reduce -27.5% 51,540 $3.9M
MMBG Investment Advisors Co. 0.41% No change 51,257 $3.9M
Stratos Wealth Advisors, LLC 0.23% Reduce -2.1% 50,535 $3.9M
Simmons Bank 0.29% Add +4.0% 50,401 $3.8M
Orange Investment Advisors, Inc. 0.46% Add +0.4% 50,268 $3.8M
NWF Advisory Services Inc. 0.63% Add +9.6% 49,690 $3.8M
Millennium Management 0.00% Reduce -74.7% 49,460 $3.8M
Zurich Insurance Group Ltd 0.03% Add +15.8% 50,851 $3.8M
Independent Financial Group, LLC 0.17% Reduce -3.3% 49,418 $3.8M
Northstar Advisory Group, LLC 2.28% Reduce -28.5% 48,759 $3.8M
Sykon Capital LLC 1.34% New 48,689 $3.7M
Advisory Services Network, LLC 0.08% Reduce -34.2% 48,685 $3.7M
Stockman Wealth Management, Inc. 0.65% Add +10.3% 48,261 $3.7M
Sabal Trust CO 0.21% Add +0.5% 47,973 $3.7M
FMR LLC 0.00% Add +7.4% 47,364 $3.6M
Darwin Wealth Management, LLC 1.00% Add +33.0% 47,172 $3.6M
M&T Bank Corp 0.01% Add +2.7% 46,834 $3.6M
Waverly Advisors, LLC 0.08% New 46,786 $3.6M
Paragon Capital Management Inc. 2.67% Reduce -2.9% 46,632 $3.6M
Apexium Financial, LP 0.27% Add +5.2% 46,085 $3.5M
Pallas Capital Advisors LLC 0.14% Add +8.0% 45,409 $3.5M
Symmetry Investments LP 0.36% Add +4.2% 45,226 $3.5M
Camelot Technology Advisors, Inc. 3.17% Reduce -5.9% 44,796 $3.4M
Providence First Trust Co 1.47% Reduce -0.4% 44,272 $3.4M
Synovus Financial Corp. 0.04% Add +0.0% 43,808 $3.3M
Yelin Lapidot Holdings Management Ltd. 0.69% No change 43,611 $3.3M
Courier Capital LLC 0.24% Reduce -3.4% 42,992 $3.3M
Asset Allocation Strategies LLC 1.15% Reduce -5.5% 42,476 $3.2M
Ellis Investment Partners, LLC 0.70% Reduce -2.6% 42,383 $3.2M
Mutual Advisors, LLC 0.10% Reduce -9.1% 42,265 $3.2M
Elevated Capital Advisors, LLC 0.92% Add +12.8% 42,065 $3.2M
Capstone Wealth Management Group, LLC 2.30% Add +14.4% 42,050 $3.2M
Gladstone Institutional Advisory LLC 0.18% Reduce -38.5% 41,936 $3.2M
Lake Hills Wealth Management, LLC 2.85% Reduce -6.0% 41,530 $3.2M
GeoWealth Management, LLC 0.12% Reduce -41.5% 41,245 $3.1M
Chemung Canal Trust Co. 0.61% Reduce -20.9% 41,216 $3.1M
Toth Financial Advisory Corp. 0.39% Add +8.6% 41,198 $3.1M
Harrell Investment Partners, LLC 0.93% Reduce -49.5% 41,176 $3.1M
Cwm, LLC 0.01% Reduce -12.9% 40,009 $3.1M
Berger Financial Group, Inc 0.25% Add +1178.4% 39,913 $3.0M
Retirement Planning Group, LLC 0.23% New 39,845 $3.0M
Edgestream Partners, L.P. 0.15% Add +108.4% 39,289 $3.0M
HRT Financial LP 0.02% New 39,286 $3.0M
PCG Wealth Advisors, LLC 1.42% New 39,045 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -15.5% 38,741 $3.0M
Franklin Resources Inc. 0.00% Add +15.2% 38,548 $2.9M
First Financial Bank - Trust Division 0.28% Reduce -23.1% 38,499 $2.9M
Regal Investment Advisors LLC 0.20% Add +6.2% 38,438 $2.9M
Wolverine Trading, LLC 0.03% Reduce -53.9% 38,072 $2.9M
Founders Financial Securities LLC 0.30% Reduce -4.8% 37,982 $2.9M
Main Street Financial Solutions, LLC 0.31% Reduce -0.2% 37,439 $2.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.47% Reduce -5.3% 37,325 $2.9M
Private Wealth Group, LLC 1.47% Reduce -1.3% 37,211 $2.8M
Financial Counselors Inc. 0.05% Reduce -0.2% 36,945 $2.8M
Wbi Investments, LLC 0.58% Add +50.1% 36,740 $2.8M
Farmers & Merchants Trust Co of Chambersburg PA 1.13% Add +67.4% 36,178 $2.8M
Midwest Professional Planners, LTD. 0.96% New 35,851 $2.7M
Richard W. Paul & Associates, LLC 1.09% Reduce -0.8% 35,820 $2.7M
Stephens Inc. 0.04% Add +2.3% 35,720 $2.7M
FSC Wealth Advisors, LLC 1.91% Reduce -68.1% 35,606 $2.7M
Harbour Investments, Inc. 0.10% Add +43.7% 35,544 $2.7M
MV Capital Management, Inc. 0.31% Reduce -15.3% 35,460 $2.7M
Transcend Capital Advisors, LLC 0.22% Reduce -42.0% 35,446 $2.7M
Manchester Capital Management LLC 0.33% No change 35,170 $2.7M
Mirabella Financial Services LLP 0.20% Reduce -64.4% 35,089 $2.7M
Canton Hathaway, LLC 0.72% New 35,071 $2.7M
Tiaa Trust, National Association 0.01% Reduce -0.8% 34,815 $2.7M
Twin Focus Capital Partners, LLC 0.51% Reduce -22.1% 34,804 $2.7M
Financial Advocates Investment Management 0.15% Reduce -0.6% 34,762 $2.7M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -10.7% 34,754 $2.7M
Captrust Financial Advisors 0.01% Reduce -24.1% 34,491 $2.6M
Mercer Global Advisors Inc. 0.01% Reduce -2.1% 33,790 $2.6M
Anfield Capital Management, LLC 1.23% New 33,358 $2.5M
TrinityPoint Wealth, LLC 0.42% Reduce -46.2% 33,299 $2.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.72% Reduce -0.1% 33,142 $2.5M
AMG National Trust Bank 0.07% Reduce -0.1% 33,123 $2.5M
III Capital Management 1.02% Add +10.9% 33,059 $2.5M
Lighthouse Investment Partners, LLC 0.15% New 33,000 $2.5M
Dai-ichi Life Holdings, Inc. 3.06% — 32,700 $2.5M
Acima Private Wealth, LLC 0.92% No change 32,625 $2.5M
Retirement Guys Formula LLC 1.21% Reduce -5.2% 32,614 $2.5M
Allred Capital Management, LLC 0.97% Add +0.9% 32,583 $2.5M
WP Advisors, LLC 0.81% Add +0.1% 32,480 $2.5M
Apollon Financial, LLC 0.85% Reduce -2.0% 32,126 $2.5M
Delos Wealth Advisors, LLC 2.75% Reduce -22.1% 32,018 $2.4M
FIL Ltd 0.00% Reduce -28.9% 31,799 $2.4M
Cedar Mountain Advisors, LLC 0.61% Add +1.9% 31,644 $2.4M
Bfsg, LLC 0.32% Add +1.8% 31,586 $2.4M
Granite Harbor Advisors, Inc. 1.64% Add +2.3% 31,511 $2.4M
Butensky & Cohen Financial Security, Inc. 0.75% Add +1.1% 31,483 $2.4M
Paloma Partners Management Co 0.50% New 31,475 $2.4M
SkyView Investment Advisors, LLC 0.45% New 31,468 $2.4M
Diversified, LLC 0.33% Reduce -3.3% 31,376 $2.4M
Clear Creek Financial Management, LLC 0.31% Reduce -1.4% 31,327 $2.4M
Peterson Wealth Management 1.72% Add +6.9% 31,254 $2.4M
Intrua Financial, LLC 0.37% Add +50.8% 31,007 $2.4M
Laurel Wealth Advisors LLC 0.41% Add +3.5% 30,913 $2.4M
Sepio Capital, LP 0.20% Reduce -2.9% 30,751 $2.3M
Ledyard National Bank 0.23% Reduce -15.7% 30,585 $2.3M
First Trust Investment Solutions L.P. 0.41% Add +5.1% 30,557 $2.3M
Elevation Point Wealth Partners, LLC 0.18% Add +4.8% 30,295 $2.3M
Kestra Private Wealth Services, LLC 0.05% Add +31.1% 29,727 $2.3M
Trust Co 0.30% Reduce -4.5% 29,704 $2.3M
Ameritas Advisory Services, LLC 0.09% Add +29.4% 29,583 $2.3M
Cerity Partners LLC 0.01% Reduce -51.9% 29,423 $2.2M
Vaughan David Investments LLC 0.06% Add +34.6% 29,230 $2.2M
Sound View Wealth Advisors Group, LLC 0.24% Reduce -15.2% 29,152 $2.2M
Interactive Financial Advisors, Inc. 1.23% Reduce -53.4% 29,117 $2.2M
Verus Capital Partners, LLC 0.25% Reduce -14.0% 29,111 $2.2M
Tritonpoint Wealth, LLC 0.23% Add +6.3% 33,924 $2.2M
Cibc World Market Inc. 0.01% Reduce -99.0% 28,776 $2.2M
Pettinga Financial Advisors LLC 0.56% Add +4.0% 28,743 $2.2M
TCV Trust & Wealth Management, Inc. 0.21% Reduce -0.2% 28,559 $2.2M
Legacy Advisors, LLC 0.27% Add +0.0% 28,496 $2.2M
Baird Financial Group, Inc. 0.00% Reduce -18.6% 28,465 $2.2M
Primoris Wealth Advisors, LLC 1.73% Reduce -15.5% 28,172 $2.2M
Beaumont Financial Advisors, LLC 0.17% Reduce -7.0% 27,592 $2.1M
Alliancebernstein L.P. 0.00% New 27,496 $2.1M
Busey Bank 0.07% Reduce -0.6% 27,332 $2.1M
Horizon Investments, LLC 0.05% Reduce -2.2% 27,325 $2.1M
Keybank National Association 0.01% Reduce -2.9% 26,886 $2.1M
Glenmede Trust Co. NA 0.01% Reduce -6.4% 26,698 $2.0M
Carnegie Investment Counsel 0.06% Add +1.6% 26,331 $2.0M
Ignite Planners, LLC 0.56% Reduce -17.3% 26,507 $2.0M
CX Institutional 0.10% Add +84.7% 25,991 $2.0M
Cary Street Partners Investment Advisory LLC 0.08% Add +16.3% 25,738 $2.0M
Evercore Wealth Management, LLC 0.03% No change 25,716 $2.0M
PFG Investments, LLC 0.12% Add +460.0% 25,475 $1.9M
Brookstone Capital Management 0.03% Add +24.2% 25,399 $1.9M
Planning Directions Inc. 1.35% Reduce -18.9% 25,377 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -32.6% 25,272 $1.9M
Western Wealth Management, LLC 0.15% Reduce -2.6% 25,261 $1.9M
Prudential PLC 0.02% Add +15.5% 24,970 $1.9M
Strategic Advisors LLC 0.37% Reduce -2.2% 24,720 $1.9M
Hilltop Holdings Inc. 0.21% Reduce -29.2% 24,685 $1.9M
Afg Fiduciary Services Limited Partnership 1.39% Reduce -3.2% 25,183 $1.9M
Integrated Advisors Network LLC 0.10% Add +396.6% 24,490 $1.9M
Merit Financial Group, LLC 0.04% Add +98.9% 24,600 $1.9M
Venturi Wealth Management, LLC 0.12% Reduce -10.0% 24,351 $1.9M
Virtue Capital Management, LLC 0.33% Add +134.6% 25,193 $1.9M
Nelson Capital Management, LLC 0.35% Add +2.0% 24,297 $1.9M
Realta Investment Advisors 0.38% Add +21.9% 24,111 $1.8M
Rockport Wealth LLC 1.22% — 23,978 $1.8M
GPS Wealth Strategies Group, LLC 0.29% Reduce -15.8% 23,499 $1.8M
Flagstar Securities, Inc. 0.50% Reduce -1.1% 23,494 $1.8M
Arkadios Wealth Advisors 0.14% Add +0.0% 23,426 $1.8M
Scotia Capital Inc. 0.01% Add +7.8% 23,181 $1.8M
Ridgepath Capital Management LLC 1.99% New 23,125 $1.8M
PFG Advisors 0.13% Add +3.8% 23,027 $1.8M
Affiance Financial, LLC 0.47% Reduce -4.4% 22,919 $1.8M
Cornerstone Advisors, LLC 0.07% New 22,800 $1.7M
Quantinno Capital Management LP 0.04% Add +429.7% 22,804 $1.7M
Spreng Capital Management, Inc. 0.94% Reduce -1.6% 22,716 $1.7M
AE Wealth Management LLC 0.02% Reduce -86.6% 22,709 $1.7M
Summit Financial, LLC 0.10% Add +118.0% 22,427 $1.7M
Centiva Capital, LP 0.10% Add +80.6% 22,312 $1.7M
Oppenheimer Asset Management Inc. 0.03% Add +51.7% 22,303 $1.7M
Magnolia Capital Management Ltd. 1.44% No change 22,260 $1.7M
Silver Oak Securities, Incorporated 0.26% Add +511.3% 22,110 $1.7M
Stratos Wealth Partners, LTD. 0.03% Reduce -35.1% 22,062 $1.7M
Navis Wealth Advisors, LLC 2.02% Add +0.6% 22,031 $1.7M
Castleview Partners, LLC 0.94% Reduce -9.1% 21,934 $1.7M
Sage Capital Advisors,llc 0.48% Add +0.7% 21,830 $1.7M
Susquehanna International Group Ltd. 0.39% New 21,654 $1.7M
Man Group plc 0.00% Reduce -51.7% 21,537 $1.6M
CENTRAL TRUST Co 0.04% Reduce -5.6% 21,321 $1.6M
First Horizon Advisors, Inc. 0.05% Reduce -4.4% 21,308 $1.6M
Bray Capital Advisors 0.41% Reduce -0.0% 21,235 $1.6M
Hanseatic Management Services Inc. 2.45% Reduce -4.2% 21,143 $1.6M
Massachusetts Wealth Management 1.13% Add +8.9% 21,040 $1.6M
Old Second National Bank of Aurora 0.42% Reduce -0.1% 21,029 $1.6M
Schonfeld Strategic Advisors LLC 0.01% Add +377.8% 20,994 $1.6M
Shepherd Financial Partners LLC 0.21% Add +2.9% 20,948 $1.6M
Sowell Financial Services LLC 0.08% Reduce -35.1% 20,894 $1.6M
M3 Advisory Group, LLC 1.44% Add +3.2% 20,848 $1.6M
Chesapeake Wealth Management 0.58% Reduce -1.5% 20,771 $1.6M
Cooksen Wealth, LLC 1.63% Add +11.6% 20,523 $1.6M
Zullo Investment Group, Inc. 0.73% Add +2.0% 20,422 $1.6M
SteelPeak Wealth, LLC 0.08% Add +312.0% 20,330 $1.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.38% Reduce -64.0% 20,269 $1.5M
Treynor Bancshares, Inc. 0.89% Reduce -28.8% 20,042 $1.5M
One River Asset Management, LLC 0.48% Add +31.2% 19,993 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -5.0% 19,922 $1.5M
Lodge Hill Capital, LLC 0.58% Reduce -43.1% 19,900 $1.5M
Point72 Asset Management 0.00% New 19,525 $1.5M
Two Sigma Securities, LLC 0.07% Add +386.7% 19,467 $1.5M
Meitav Investment House Ltd. 0.03% Reduce -13.0% 19,460 $1.5M
Soltis Investment Advisors LLC 0.17% Add +15.3% 19,403 $1.5M
Bank of Marin 1.29% Reduce -6.0% 19,152 $1.5M
CIBC Private Wealth Group LLC 0.00% Reduce -0.5% 19,038 $1.4M
AdvisorShares Investments LLC 0.26% New 18,800 $1.4M
WESPAC Advisors SoCal, LLC 0.37% Add +14.0% 18,749 $1.4M
Signal Advisors Wealth, LLC 0.35% Add +32.5% 18,670 $1.4M
Wealthfront Advisers LLC 0.00% Reduce -6.0% 18,475 $1.4M
High Note Wealth, LLC 0.46% Reduce -0.8% 18,437 $1.4M
Old Mission Capital LLC 0.03% New 18,420 $1.4M
Morton Community Bank 0.40% Add +83.3% 18,383 $1.4M
Keebeck Wealth Management 0.21% Reduce -2.6% 18,380 $1.4M
Birchcreek Wealth Management, LLC 0.73% Add +0.2% 18,276 $1.4M
Colton Groome Financial Advisors, LLC 0.56% Reduce -1.0% 18,223 $1.4M
Capital Insight Partners, LLC 0.26% Add +2.9% 18,147 $1.4M
Mechanics Bank Trust Department 0.20% Reduce -12.6% 18,018 $1.4M
Optiver Holding B.V. 0.06% Add +539.1% 18,015 $1.4M
Moloney Securities Asset Management, LLC 0.21% Add +2.6% 17,978 $1.4M
Donald L. Hagan, LLC 0.72% Add +27.4% 17,926 $1.4M
Crescent Grove Advisors, LLC 0.14% Reduce -1.5% 17,851 $1.4M
Choate Investment Advisors 0.04% Add +271.3% 17,792 $1.4M
Syon Capital LLC 0.13% Add +0.7% 17,755 $1.4M
Weaver Capital Management LLC 0.39% Reduce -1.3% 17,739 $1.4M
Blair William & Co. 0.00% Add +4.5% 17,629 $1.3M
Lido Advisors, LLC 0.01% Reduce -68.8% 17,608 $1.3M
MontVue Capital Management, Inc. 1.19% Add +0.6% 17,547 $1.3M
Crew Capital Management, Ltd 1.09% Reduce -44.0% 17,522 $1.3M
RPg Family Wealth Advisory, LLC 0.42% New 17,508 $1.3M
Midwest Financial Group LLC 0.90% Reduce -3.9% 17,502 $1.3M
Hills Bank & Trust Co 0.11% Reduce -5.3% 17,455 $1.3M
Orca Investment Management, LLC 1.24% Reduce -1.8% 17,385 $1.3M
Raymond James Trust N.A. 0.03% Reduce -39.1% 17,374 $1.3M
First National Bank of Hutchinson 0.88% No change 17,299 $1.3M
CMG Global Holdings, LLC 0.91% No change 17,274 $1.3M
Ranch Capital Advisors Inc. 0.71% Add +3.4% 17,215 $1.3M
Essex LLC 0.30% Add +3.0% 17,202 $1.3M
SMART Wealth LLC 0.59% Add +2.3% 17,185 $1.3M
Westside Investment Management, Inc. 0.31% Add +0.8% 17,109 $1.3M
CreativeOne Wealth, LLC 0.05% Add +33.8% 17,094 $1.3M
Boltwood Capital Management 0.40% Reduce -1.2% 17,049 $1.3M
Banque Pictet & Cie SA 0.01% Reduce -37.1% 16,960 $1.3M
Gsa Capital Partners LLP 0.10% Reduce -6.1% 16,859 $1.3M
Magnus Financial Group LLC 0.15% Reduce -1.0% 16,822 $1.3M
Capital Analysts, LLC 0.06% Reduce -8.1% 16,813 $1.3M
Avitas Wealth Management LLC 0.19% Reduce -1.9% 16,734 $1.3M
Avior Wealth Management, LLC 0.06% Add +332420.0% 16,626 $1.3M
Point72 (DIFC) Ltd 0.10% — 16,596 $1.3M
Eagle Strategies LLC 0.28% Add +2.3% 16,581 $1.3M
Wealthcare Advisory Partners LLC 0.04% Add +72.3% 16,324 $1.2M
Wesbanco Bank Inc. 0.05% New 16,295 $1.2M
Colony Family Offices, LLC 0.40% No change 16,243 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -5.8% 16,186 $1.2M
OneAscent Financial Services LLC 0.14% Reduce -78.2% 16,169 $1.2M
Transamerica Financial Advisors, LLC 0.13% Add +63.4% 16,124 $1.2M
Virtu Financial LLC 0.09% New 16,112 $1.2M
Nations Financial Group Inc, /Ia/ 0.10% Add +2.0% 15,988 $1.2M
Brown, Lisle/Cummings, Inc. 0.41% Add +0.5% 15,943 $1.2M
D L Carlson Investment Group Inc. 0.24% Reduce -9.0% 15,805 $1.2M
Benjamin F. Edwards & Company, Inc. 0.02% Reduce -27.9% 15,791 $1.2M
Huntington National Bank 0.01% Reduce -2.7% 15,735 $1.2M
Centaurus Financial, Inc. 0.08% Reduce -30.7% 15,714 $1.2M
Credit Agricole S A 0.02% Add +20.3% 16,144 $1.2M
Commerce Bank 0.01% Reduce -2.2% 15,559 $1.2M
V2 Financial group LLC 0.81% Add +4.3% 15,550 $1.2M
Great Valley Advisor Group, Inc. 0.04% Reduce -10.4% 15,538 $1.2M
Hudock, Inc. 0.26% Add +16.4% 15,508 $1.2M
Long Run Wealth Advisors, LLC 0.31% Add +6.2% 15,508 $1.2M
Glass Jacobson Investment Advisors llc 0.44% Reduce -3.7% 15,470 $1.2M
Banco Santander, S.A. 0.01% Reduce -5.0% 15,187 $1.2M
DRW Securities, LLC 0.07% Add +197.4% 15,075 $1.2M
Vantage Financial Partners, LLC 0.31% New 15,046 $1.1M
Bank of New York Mellon Corp 0.00% Reduce -21.7% 15,007 $1.1M
Terra Nova Asset Management LLC 0.91% Add +1.9% 14,993 $1.1M
Jackson Hole Capital Partners, LLC 0.26% No change 14,891 $1.1M
Trexquant Investment LP 0.02% New 14,758 $1.1M
Windsor Capital Management, LLC 0.35% Add +1.6% 14,749 $1.1M
Hoylecohen, LLC 0.09% Add +1.8% 14,713 $1.1M
RDA Financial Network 0.38% Reduce -1.4% 14,352 $1.1M
Foguth Wealth Management, LLC. 0.59% — 14,343 $1.1M
Citizens Financial Group Inc. 0.04% Add +3.7% 14,258 $1.1M
Albar Capital Ltd 0.18% New 14,175 $1.1M
Cutler Group LLC / CA 0.54% Reduce -65.4% 14,001 $1.1M
Kanawha Capital Management LLC 0.09% Reduce -0.2% 13,971 $1.1M
Objective Capital Management, LLC 0.72% Add +0.1% 13,942 $1.1M
Focus Partners Wealth 0.01% Reduce -30.6% 13,887 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +2.3% 13,802 $1.1M
MTM Investment Management, LLC 0.43% Add +0.4% 13,709 $1.0M
McAdam, LLC 0.07% Reduce -18.6% 13,627 $1.0M
Wedmont Private Capital 0.07% Add +0.1% 13,741 $1.0M
GYL Financial Synergies, LLC 0.08% Add +0.1% 13,398 $1.0M
Horizon Financial Services, LLC 0.66% Add +72.2% 13,393 $1.0M
RFG Advisory, LLC 0.03% Add +30.5% 13,365 $1.0M
EPG Wealth Management LLC 0.25% Add +5.8% 13,286 $1.0M
Sentinel Trust Co. Lba 0.13% Reduce -4.9% 13,165 $1.0M
Bryn Mawr Trust Advisors, LLC 0.06% No change 13,046 $996K
Flagship Harbor Advisors, LLC 0.06% Add +5.0% 13,001 $993K
Pinnacle Financial Partners Inc 0.02% Reduce -20.8% 12,812 $978K
Smithbridge Asset Management Inc. 0.20% Add +0.2% 12,728 $972K
Prospera Financial Services Inc 0.03% Reduce -1.5% 12,726 $972K
Hengehold Capital Management LLC 0.10% Reduce -5.8% 12,695 $969K
Atlas Capital Advisors Inc. 0.15% Add +0.0% 12,679 $968K
Kennicott Capital Management LLC 0.43% Add +27.4% 12,673 $968K
ICA Group Wealth Management, LLC 0.19% Reduce -4.9% 12,548 $958K
Correct Capital Wealth Management 0.22% Reduce -53.0% 12,469 $952K
RiverGlades Family Offices LLC 0.75% Reduce -8.8% 12,200 $942K
Sandy Spring Bank 0.04% Reduce -2.2% 12,322 $941K
Signature Estate & Investment Advisors LLC 0.03% Reduce -98.7% 12,232 $934K
Arrien Investments, Inc. 0.74% Add +1.1% 12,214 $933K
St. Louis Financial Planners Asset Management, LLC 0.83% New 12,423 $926K
Mission Wealth Management, LP 0.02% Add +16.7% 12,031 $919K
U.S. Capital Wealth Advisors, LLC 0.04% Add +14.4% 12,019 $918K
One Charles Private Wealth Services, LLC 0.40% Reduce -27.4% 11,980 $915K
Pine Valley Investments Ltd Liability Co 0.07% Reduce -6.0% 11,969 $914K
Burford Brothers, Inc. 0.60% Reduce -4.3% 11,957 $913K
Gradient Capital Advisors, LLC 0.34% Reduce -1.4% 11,950 $913K
Provida Pension Fund Administrator 0.02% No change 11,905 $909K
Nikulski Financial, Inc. 0.30% Reduce -10.7% 11,850 $905K
Chevy Chase Trust Holdings, LLC 0.00% Add +14.7% 11,844 $904K
Oppenheimer & Co. Inc. 0.01% Reduce -18.5% 11,798 $901K
Moors & Cabot, Inc. 0.05% Add +45.0% 11,779 $899K
VCI Wealth Management LLC 0.61% Reduce -14.3% 11,727 $895K
Federation des caisses Desjardins du Quebec 0.01% Add +1.8% 11,748 $895K
Mission Creek Capital Partners, Inc. 0.23% Reduce -4.1% 11,709 $894K
Cabana LLC 3.79% New 11,668 $891K
Colonial River Investments, LLC 0.50% Reduce -45.6% 11,649 $890K
Kovack Advisors, Inc. 0.11% Add +4.3% 11,619 $887K
HBW Advisory Services LLC 0.17% No change 12,315 $887K
Quattro Financial Advisors LLC 0.25% Add +15933.3% 11,544 $882K
Jones Financial Companies LLLP 0.00% Add +71.5% 11,474 $876K
Waldron Private Wealth LLC 0.04% Add +85.0% 11,417 $872K
L.M. Kohn & Company 0.24% Add +0.2% 11,395 $870K
Mma Asset Management LLC 0.40% Reduce -11.3% 11,173 $855K
Fiduciary Group, LLC 0.09% Add +8.1% 11,184 $854K
Personal Cfo Solutions, LLC 0.13% Reduce -15.8% 11,035 $843K
Consolidated Portfolio Review Corp 0.22% Add +120.5% 11,018 $841K
Jackson, Grant Investment Advisers, Inc. 0.34% Reduce -5.0% 10,885 $831K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -6.9% 10,808 $825K
O'ROURKE & COMPANY, Inc 0.48% Reduce -9.1% 10,771 $823K
Breed's Hill Capital LLC 0.75% No change 10,659 $814K
Okabena Investment Services Inc. 0.27% No change 10,655 $814K
Signet Financial Management, LLC 0.11% Reduce -58.6% 10,569 $807K
ARS Investment Partners, LLC 0.08% Reduce -0.6% 10,557 $806K
Orleans Capital Management Corp. 0.53% Reduce -27.0% 10,553 $806K
Valeo Financial Advisors, LLC 0.03% Add +1.4% 10,572 $803K
Sowa Financial Group, Inc. 0.65% No change 11,096 $799K
Walleye Capital LLC 0.01% Reduce -96.6% 10,344 $790K
Activest Wealth Management 0.38% Add +66.5% 10,316 $788K
Global Retirement Partners, LLC 0.03% Reduce -1.7% 10,278 $785K
Encompass More Asset Management 0.65% Add +55.3% 10,246 $782K
KKM Financial LLC 0.38% Add +1.1% 10,175 $777K
Narwhal Capital Management 0.08% Reduce -4.7% 10,160 $776K
Plimoth Trust Co. LLC 0.21% Reduce -2.8% 10,119 $773K
Roble, Belko & Company, Inc 0.13% No change 10,111 $772K
Jacobi Capital Management LLC 0.07% Reduce -46.7% 10,061 $768K
Montag A & Associates Inc. 0.04% Reduce -32.7% 10,047 $767K
Roberts Wealth Advisors, LLC 0.29% Add +1.4% 10,464 $765K
GAMCO Investors 0.01% No change 10,000 $764K
Keystone Financial Group 0.11% Reduce -9.0% 9,876 $754K
Bokf, NA 0.01% Reduce -6.8% 9,908 $751K
Lincoln National Corp. 0.01% Reduce -36.6% 9,759 $745K
Worth Asset Management, LLC 0.45% New 9,483 $724K
Ieq Capital, LLC 0.01% Reduce -2.1% 9,477 $724K
HSBC Holdings PLC 0.00% Add +5.8% 9,448 $721K
Wedbush Securities Inc. 0.03% Reduce -17.3% 9,420 $719K
Crestwood Advisors Group, LLC 0.02% Reduce -1.2% 9,406 $718K
Parallel Advisors, LLC 0.02% Reduce -28.9% 9,353 $714K
Evanson Asset Management, LLC 0.05% No change 9,330 $712K
Investment Advisory Group, LLC 0.29% Add +1.2% 9,225 $704K
Avidian Wealth Enterprises, LLC 0.04% Reduce -1.2% 9,205 $703K
Whittier Trust Co. 0.01% Add +5.2% 9,194 $702K
Thoroughbred Financial Services, LLC 0.07% Reduce -4.0% 9,186 $701K
Principal Securities, Inc. 0.02% Add +2.7% 9,178 $701K
Private Trust Co. NA 0.07% Add +44.3% 9,091 $694K
Mathes Company, Inc. 0.26% No change 9,050 $691K
International Assets Investment Management, LLC 0.07% Reduce -0.2% 9,083 $688K
Pinnacle Associates Ltd. 0.01% Add +0.1% 8,916 $681K
D.A. Davidson & Co. 0.01% Reduce -48.9% 8,913 $681K
Perigon Wealth Management, LLC 0.02% Add +3.3% 8,833 $674K
Capital Advisors, Ltd. LLC 0.09% Add +15.2% 8,776 $670K
Fiduciary Trust Co 0.01% Reduce -6.2% 8,774 $670K
Allworth Financial LP 0.00% Add +12.8% 8,753 $668K
Caprock Group, LLC 0.04% No change 8,726 $666K
Wealth Effects LLC 0.24% Reduce -0.5% 8,651 $661K
Financial & Tax Architects, LLC 0.18% New 8,643 $660K
Thomasville National Bank 0.05% Add +3.0% 8,604 $657K
NCM Capital Management, LLC 0.37% Add +25.5% 8,603 $657K
Mgo One Seven LLC 0.03% Reduce -18.2% 8,598 $657K
Good Life Advisors, LLC 0.06% Add +6.3% 8,558 $653K
JFS Wealth Advisors, LLC 0.05% Add +6.6% 8,556 $653K
Florida Financial Advisors, LLC 0.47% Add +32.8% 8,464 $646K
Monetary Management Group Inc. 0.18% Reduce -2.3% 8,460 $646K
Diversify Advisory Services, LLC 0.04% — 8,420 $638K
Apollon Wealth Management, LLC 0.02% Add +13.4% 8,294 $633K
Aries Wealth Management 0.20% Reduce -3.9% 8,290 $633K
Madden Advisory Services, Inc. 0.33% Add +13.1% 8,268 $631K
NBT Bank, N.A. 0.05% Reduce -0.7% 8,215 $627K
Acropolis Investment Management, LLC 0.04% No change 8,142 $622K
Mill Creek Capital Advisors, LLC 0.02% Reduce -0.7% 8,142 $622K
Valmark Advisers, Inc. 0.01% Reduce -0.9% 8,005 $611K
Buckingham Strategic Wealth, LLC 0.01% Add +8.2% 7,937 $606K
Aveo Capital Partners, LLC 0.07% Reduce -27.7% 7,881 $598K
Narus Financial Partners, LLC 0.26% Add +3.6% 7,831 $598K
9258 Wealth Management, LLC 0.09% Reduce -48.0% 7,805 $596K
Ami Investment Management Inc. 0.22% Reduce -0.7% 7,798 $595K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.2% 7,764 $593K
Paragon Financial Partners, Inc. 0.49% Add +12.9% 7,747 $592K
Redwood Financial Network Corp 0.51% Add +15.5% 7,681 $587K
Providence Capital Advisors, LLC 0.13% Add +3.6% 7,676 $586K
Marcum Wealth, LLC 0.06% Reduce -23.4% 7,598 $580K
Girard Partners LTD. 0.05% Reduce -76.7% 7,516 $574K
StoneX Group Inc. 0.05% Reduce -49.6% 7,472 $571K
Smith Anglin Financial, LLC 0.06% Add +26.7% 7,469 $570K
Shulman DeMeo Asset Management LLC 0.15% Reduce -1.5% 7,364 $562K
Belpointe Asset Management LLC 0.04% Reduce -4.8% 7,342 $561K
North Star Investment Management Corp. 0.04% Add +0.3% 7,296 $557K
Pinebridge Investments, L.P. 0.00% Reduce -5.5% 7,293 $557K
Keel Point, LLC 0.06% Add +1.6% 7,260 $554K
Snowden Capital Advisors LLC 0.02% Add +52.2% 7,187 $549K
Arrow Financial Corp 0.05% No change 7,184 $549K
MKT Advisors LLC 0.30% Reduce -5.9% 7,369 $548K
Mine & Arao Wealth Creation & Management, LLC. 0.27% Reduce -1.0% 7,162 $547K
HB Wealth Management, LLC 0.01% Reduce -0.4% 7,120 $544K
Strategic Financial Concepts, LLC 0.13% Add +103.7% 7,111 $543K
McGuire Investment Group, LLC 0.08% Add +14.5% 7,085 $541K
Rehmann Capital Advisory Group 0.04% Reduce -4.1% 7,057 $539K
Key Client Fiduciary Advisors, LLC 0.28% Reduce -26.6% 7,008 $535K
Imprint Wealth LLC 0.13% Add +137.7% 7,040 $533K
Privium Fund Management (UK) Ltd 0.26% Reduce -88.5% 7,074 $533K
First National Trust Co 0.02% Reduce -2.6% 6,965 $532K
Rockingstone Advisors LLC 0.27% Reduce -1.6% 6,946 $530K
ETF Store, Inc. 0.30% Add +16.9% 6,920 $528K
Watts Gwilliam & Co., LLC 0.16% — 6,763 $522K
Addison Advisors LLC 0.18% Reduce -6.4% 6,790 $518K
BCS Wealth Management 0.17% Add +15.0% 6,779 $518K
MBA Advisors LLC 0.27% Reduce -0.2% 6,781 $518K
Creekmur Asset Management LLC 0.18% Reduce -7.1% 6,778 $518K
Venture Visionary Partners LLC 0.02% Reduce -11.1% 6,742 $515K
Allie Family Office LLC 0.30% Reduce -1.0% 6,629 $506K
Visionary Wealth Advisors 0.03% Reduce -24.5% 6,579 $502K
Steele Capital Management, Inc. 0.03% No change 6,579 $502K
CHICAGO TRUST Co NA 0.10% Add +0.3% 6,557 $501K
KG Capital Management 0.20% Reduce -4.6% 6,492 $496K
Grant/GrossMendelsohn, LLC 0.23% Reduce -5.4% 6,671 $496K
Gray Wealth Management Inc. 0.22% No change 6,480 $495K
Csenge Advisory Group 0.03% Reduce -27.0% 6,445 $492K
DLK Investment Management, LLC 0.21% Add +7.2% 6,411 $490K
Beacon Financial Advisory LLC 0.24% Reduce -1.3% 6,403 $489K
Interchange Capital Partners, LLC 0.33% Add +14.3% 6,457 $488K
River Street Advisors LLC 0.33% Add +4.9% 6,364 $486K
USA Financial Formulas 0.08% New 6,361 $486K
Lodestone Wealth Management LLC 0.25% Add +1.3% 6,321 $483K
Moneta Group Investment Advisors LLC 0.01% Add +20.1% 6,310 $482K
Glen Eagle Advisors, LLC 0.09% Add +0.1% 6,309 $482K
Investment Partners, LTD. 0.22% No change 6,300 $481K
SL Advisors, LLC 0.95% Reduce -9.5% 6,297 $481K
Wealthstar Advisors, LLC 0.16% Add +0.3% 6,175 $472K
WASHINGTON TRUST Co 0.02% Reduce -1.6% 6,161 $470K
Ingalls & Snyder LLC 0.02% Reduce -1.0% 6,149 $470K
Central Bank & Trust Co. 0.07% Reduce -15.3% 6,132 $468K
Montecito Bank & Trust 0.09% Reduce -15.9% 6,079 $464K
Romano Brothers and Company 0.06% No change 6,044 $462K
BNP Paribas 0.02% — 6,700 $461K
Hancock Whitney Corp. 0.02% Reduce -21.7% 5,956 $455K
Pacific Sun Financial Corp 0.26% Reduce -0.5% 5,925 $452K
Family Firm, Inc. 0.11% Add +0.7% 5,887 $450K
Legacies Wealth LLC 0.40% No change 5,882 $449K
Twin Peaks Wealth Advisors, LLC 0.25% Reduce -6.3% 5,870 $448K
Rothschild Wealth LLC 0.16% — 5,861 $448K
Prosperity Consulting Group, LLC 0.06% Reduce -4.2% 5,852 $447K
Allen Investment Management, LLC 0.01% No change 5,813 $444K
MSH Capital Advisors LLC 0.16% No change 5,801 $443K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -0.9% 5,751 $439K
Phillips Wealth Planners LLC 0.50% Reduce -38.1% 5,955 $435K
First United Bank & Trust 0.16% Reduce -9.3% 5,649 $431K
CGN Advisors LLC 0.05% Reduce -4.6% 5,615 $429K
LongView Wealth Management 0.17% Add +0.2% 5,583 $426K
NFSG Corp 0.19% Reduce -25.5% 5,581 $426K
Constitution Capital LLC 0.24% Add +3.2% 5,574 $426K
Capital Management Associates, Inc 0.31% Reduce -10.3% 5,557 $424K
Swmg, LLC 0.19% Add +14.3% 5,557 $424K
Spinnaker Investment Group, LLC 0.12% No change 5,545 $423K
LexAurum Advisors, LLC 0.11% Reduce -3.6% 5,537 $423K
Advanced Asset Management Advisors Inc 0.10% Reduce -0.3% 5,507 $421K
Fullerton Fund Management Co Ltd. 0.02% No change 5,457 $417K
Executive Wealth Management, LLC 0.04% Reduce -48.7% 5,494 $416K
Coldstream Capital Management Inc. 0.01% Add +67.3% 5,447 $416K
Lunt Capital Management, Inc. 0.21% New 5,436 $415K
Bison Wealth, LLC 0.07% Reduce -3.9% 5,406 $413K
AdvisorNet Financial, Inc 0.04% Reduce -26.4% 5,378 $411K
Geneos Wealth Management Inc. 0.02% Reduce -41.7% 5,339 $408K
Strategic Blueprint, LLC 0.03% Reduce -0.6% 5,301 $405K
Ascent Group, LLC 0.04% Reduce -9.2% 5,289 $404K
Certified Advisory Corp 0.06% Add +0.2% 5,273 $403K
Orser Capital Management, LLC 0.37% No change 2,160 $397K
Ally Invest Advisors Inc. 0.04% Add +34.0% 5,166 $394K
JB Capital LLC 0.03% Reduce -51.5% 5,149 $393K
Capital Investment Advisory Services, LLC 0.04% Reduce -0.5% 5,133 $392K
Comprehensive Financial Consultants Institutional, Inc. 0.16% No change 5,127 $391K
Townsquare Capital LLC 0.01% Add +42.4% 5,112 $390K
Shufro Rose & Co. LLC 0.03% Add +1.9% 5,085 $388K
Brighton Jones LLC 0.01% Add +8.4% 5,078 $388K
Purus Wealth Management, LLC 0.19% Reduce -2.2% 5,005 $382K
Bright Futures Wealth Management, LLC. 0.21% — 4,968 $382K
Lyell Wealth Management, LP 0.04% Reduce -1.9% 4,982 $380K
Empirical Asset Management, LLC 0.18% New 4,911 $375K
Compound Planning, Inc. 0.03% New 4,903 $374K
Capital Advisors Inc. 0.01% No change 4,890 $373K
Trust Point Inc. 0.03% No change 4,877 $372K
Bailard, Inc. 0.01% Reduce -5.0% 4,874 $372K
First Heartland Consultants, Inc. 0.04% Add +37.9% 3,530 $370K
Janney Capital Management LLC 0.02% Add +8.2% 4,832 $369K
Coombe, Bender & Co LLC 0.22% Add +0.6% 4,812 $367K
Wealthspire Advisors, LLC 0.00% Add +14.6% 4,810 $367K
Focus Partners Advisor Solutions, LLC 0.01% New 4,804 $367K
Atlantic Union Bankshares Corp 0.03% Add +4.1% 4,778 $365K
Connectus Wealth, LLC 0.01% Add +0.6% 4,731 $361K
Smith Chas P & Associates Pa Cpas 0.02% Add +2.3% 4,697 $359K
Regions Financial Corp. 0.00% Add +3.0% 4,688 $358K
Advisor Resource Council 0.15% Reduce -90.5% 4,945 $356K
Smith, Moore & Co. 0.04% Add +3.2% 4,635 $354K
Chilton Capital Management LLC 0.02% No change 4,620 $353K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -22.1% 4,595 $351K
Spirepoint Private Client, LLC 0.05% — 4,584 $350K
Rwa Wealth Partners, LLC 0.00% Reduce -58.9% 4,573 $349K
Accel Wealth Management 0.15% Add +1.6% 4,564 $349K
Channel Wealth LLC 0.14% Reduce -5.5% 4,560 $348K
SOA Wealth Advisors, LLC. 0.07% Add +0.7% 4,543 $347K
Whitener Capital Management, Inc. 0.11% Add +12.5% 4,522 $345K
Stevens Capital Management LP 0.07% New 4,500 $344K
Quadrant Private Wealth Management, LLC 0.09% Add +0.2% 4,487 $343K
Oliver Luxxe Assets LLC 0.07% Reduce -12.9% 4,404 $336K
Peoples Bank 0.26% Add +4.2% 4,398 $336K
Quarry LP 0.14% New 4,374 $334K
Banque Cantonale Vaudoise 0.01% Reduce -11.3% 4,349 $332K
Leith Wheeler Investment Counsel Ltd. 0.03% No change 4,335 $331K
Maripau Wealth Management LLC 0.25% Add +45.9% 4,327 $330K
Petra Financial Advisors Inc. 0.24% No change 4,325 $330K
Inscription Capital, LLC 0.05% Reduce -25.7% 4,315 $330K
Keating Wealth Management LLC 0.20% No change 4,295 $328K
Financial Partners Group, Inc 0.05% Reduce -2.3% 4,279 $327K
D.B. Root & Company, LLC 0.11% Reduce -4.5% 4,267 $326K
Norwood Financial Corp 0.47% No change 4,240 $324K
Kellett Wealth Advisors, LLC 0.22% Add +3.8% 4,223 $322K
Smith Salley Wealth Management 0.03% Reduce -0.1% 4,211 $322K
Whalerock Point Partners, LLC 0.09% No change 4,132 $316K
Balboa Wealth Partners 0.10% Reduce -21.6% 4,089 $312K
Berkeley Capital Partners, LLC 0.10% Reduce -74.1% 4,082 $312K
Gateway Wealth Partners, LLC 0.11% Reduce -38.5% 4,059 $310K
Proffitt & Goodson Inc. 0.05% Reduce -5.0% 4,028 $308K
Verdence Capital Advisors LLC 0.03% Add +4.9% 4,012 $306K
LFA - Lugano Financial Advisors SA 0.22% Add +490.8% 4,000 $305K
Lynch & Associates 0.07% Reduce -4.8% 3,982 $304K
Kessler Investment Group, LLC 0.19% Reduce -64.7% 3,981 $304K
SeaCrest Wealth Management, LLC 0.04% Add +0.0% 3,898 $298K
Sage Financial Management Group, Inc. 0.14% No change 3,888 $297K
Abbrea Capital, LLC 0.04% Add +3.1% 3,857 $295K
Flagship Private Wealth, LLC 0.19% New 3,832 $293K
American Planning Services, Inc. 0.21% Reduce -4.4% 3,830 $292K
HT Partners LLC 0.11% No change 3,824 $292K
Meridian Wealth Advisors, LLC 0.05% No change 3,810 $291K
United Capital Financial Advisors, LLC 0.00% Reduce -30.9% 3,793 $290K
First Nebraska Trust Co 0.03% New 3,766 $288K
Warner Financial, Inc. 0.14% Add +8.9% 3,741 $286K
Triumph Capital Management 0.12% New 3,769 $286K
Etfidea, LLC 0.10% Reduce -5.3% 3,730 $285K
Kraft, Davis & Associates, LLC 0.09% Reduce -4.2% 3,702 $285K
Tocqueville Asset Management L.P. 0.00% Reduce -9.4% 3,725 $284K
Koshinski Asset Management, Inc. 0.03% Reduce -5.7% 3,724 $284K
Burns J W & Co. Inc. 0.04% Reduce -1.9% 3,695 $282K
Aptus Capital Advisors, LLC 0.01% Add +287.7% 3,679 $281K
Argent Trust Co 0.01% Reduce -6.2% 3,678 $281K
First International Bank & Trust 0.10% No change 3,677 $281K
Mesirow Financial Investment Management, Inc. 0.01% Add +4.8% 3,672 $280K
Level Four Advisory Services, LLC 0.02% No change 3,870 $279K
Arrowroot Family Office, LLC 0.18% Reduce -16.4% 3,621 $277K
Zacks Investment Management 0.00% New 3,563 $272K
Magnolia Capital Advisors LLC 0.23% Reduce -14.8% 3,639 $271K
Composition Wealth, LLC 0.01% Reduce -1.1% 3,546 $271K
St. Johns Investment Management Company, LLC 0.13% Reduce -34.5% 3,545 $271K
Strategic Financial Partners, Ltd. 0.15% Add +1.4% 3,528 $269K
Appleton Partners Inc. 0.02% Reduce -27.0% 3,526 $269K
Hyman Charles D 0.01% No change 3,480 $266K
Quadcap Wealth Management, LLC 0.06% Reduce -0.2% 3,462 $264K
Aua Capital Management, LLC 0.15% Reduce -8.6% 3,450 $263K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -6.4% 3,443 $263K
My Personal CFO, LLC 0.15% Add +0.5% 3,425 $262K
First Foundation Advisors 0.01% Add +1.8% 3,415 $261K
WealthBridge Capital Management, LLC 0.09% Reduce -6.8% 3,394 $259K
Cornerstone Wealth Management, LLC 0.02% No change 3,383 $258K
Lanark Financial, Inc. 0.02% Reduce -3.2% 3,370 $257K
NorthRock Partners, LLC 0.01% Add +10.2% 3,361 $257K
Balanced Wealth Group LLC 0.11% Reduce -11.4% 3,318 $256K
Laidlaw Wealth Management LLC 0.14% Add +9.8% 3,346 $256K
Joseph P. Lucia & Associates, LLC 0.14% Reduce -25.4% 3,346 $256K
Goelzer Investment Management, Inc. 0.01% Reduce -1.0% 3,334 $255K
Breakwater Capital Group 0.06% No change 3,328 $254K
IFP Advisors, Inc 0.01% Reduce -44.7% 3,323 $254K
L & S Advisors Inc 0.03% Add +3.7% 3,318 $253K
Larson Financial Group LLC 0.02% Reduce -0.6% 3,310 $253K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.1% 3,306 $252K
Harvey Capital Management Inc. 0.07% No change 3,300 $252K
Destiny Wealth Partners, LLC 0.05% Reduce -11.4% 3,296 $252K
Coppell Advisory Solutions Corp. 0.05% — 3,282 $251K
O'shaughnessy Asset Management, LLC 0.00% Reduce -1.1% 3,278 $250K
Simon Quick Advisors, LLC 0.02% No change 3,274 $250K
Stonebrook Private Inc. 0.07% Reduce -20.0% 3,259 $249K
Element Wealth, LLC 0.15% No change 3,249 $248K
Y-Intercept (Hong Kong) Ltd 0.02% New 3,246 $248K
Hexagon Capital Partners LLC 0.05% Reduce -1.1% 3,232 $247K
Act Two Investors LLC 0.05% New 3,228 $246K
Greenline Partners, LLC 0.04% Reduce -0.2% 3,226 $246K
Leo Wealth, LLC 0.03% Add +0.7% 3,249 $246K
Retirement Planning Co of New England, Inc. 0.13% Reduce -3.8% 3,222 $246K
Fragasso Financial Advisors Inc 0.02% Reduce -48.9% 3,218 $246K
Litman Gregory Wealth Management LLC 0.02% New 3,215 $245K
Waterloo Capital, L.P. 0.03% Reduce -13.6% 3,181 $243K
Cypress Capital, LLC 0.07% Reduce -35.8% 3,146 $240K
FineMark National Bank & Trust 0.01% New 3,146 $240K
Arlington Capital Management, Inc. 0.20% New 3,145 $240K
Creative Financial Designs Inc. 0.02% Add +59.1% 3,135 $239K
Prostatis Group LLC 0.09% Add +11.8% 3,132 $239K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 3,123 $238K
Dearborn Partners LLC 0.01% No change 3,122 $238K
Benedetti & Gucer, Inc. 0.12% No change 3,113 $238K
One Day In July LLC 0.03% Add +6.1% 3,100 $237K
Aurora Private Wealth, Inc. 0.20% Reduce -26.4% 3,089 $235K
Community Bank, N.A. 0.03% No change 3,075 $235K
Integral Investment Advisors, Inc. 0.10% New 3,079 $235K
Bradley Foster & Sargent Inc. 0.00% No change 3,066 $234K
Americana Partners, LLC 0.02% Add +3.2% 3,063 $234K
Guyasuta Investment Advisors Inc. 0.02% No change 3,232 $233K
AQR Capital Management 0.00% New 3,037 $232K
Prepared Retirement Institute LLC 0.17% New 3,024 $231K
Cullen Capital Management, LLC 0.00% Reduce -99.3% 3,015 $230K
Highlander Capital Management, LLC 0.09% Add +0.3% 3,005 $229K
Tacita Capital Inc 0.16% No change 3,000 $229K
Brand Asset Management Group, Inc. 0.10% No change 3,000 $229K
Maltin Wealth Management, Inc. 0.13% Add +0.6% 2,995 $229K
Occidental Asset Management, LLC 0.04% Add +3.8% 2,979 $227K
Southland Equity Partners LLC 0.06% Reduce -0.3% 2,966 $226K
Wintrust Investments LLC 0.02% Reduce -5.2% 2,965 $226K
Howe & Rusling Inc. 0.02% Add +10.9% 2,942 $225K
Castle Rock Wealth Management, LLC 0.06% Add +4.8% 2,989 $224K
LCNB Corp. 0.08% No change 2,925 $223K
Sequent Planning LLC 0.08% — 2,925 $223K
Lion Street Advisors, LLC 0.09% No change 3,093 $223K
Acorn Financial Advisory Services Inc. 0.04% Reduce -51.5% 2,913 $222K
Hardy Reed LLC 0.03% New 2,910 $222K
Portfolio Strategies, Inc. 0.02% New 2,910 $222K
Sterling Investment Management, LLC 0.16% Reduce -5.2% 2,903 $222K
Institute for Wealth Management, LLC. 0.03% Reduce -30.1% 2,896 $221K
Herbst Group, LLC 0.14% Add +1.8% 2,872 $219K
Keystone Wealth Services, LLC 0.07% No change 2,863 $219K
Tyche Wealth Partners LLC 0.05% New 2,847 $217K
Schorn Wealth LLC 0.08% New 2,839 $217K
3EDGE Asset Management, LP 0.02% New 2,806 $214K
Apeiron RIA LLC 0.06% New 2,803 $214K
Tiller Private Wealth, Inc. 0.10% New 2,790 $213K
MRA Advisory Group 0.12% Reduce -33.5% 2,734 $209K
Manhattan West Asset Management, LLC 0.05% New 2,715 $207K
Patton Albertson Miller Group, LLC 0.03% New 2,710 $207K
XML Financial, LLC 0.02% New 2,701 $206K
Country Club Bank 0.01% New 2,692 $206K
World Equity Group, Inc. 0.04% Reduce -39.1% 2,684 $205K
Thompson Davis & Co., Inc. 0.14% New 2,673 $204K
Johnson Financial Group, Inc. 0.01% New 2,655 $203K
Commonwealth Financial Services, LLC 0.05% No change 2,808 $202K
Bank of New Hampshire 0.05% Reduce -2.8% 2,640 $202K
Cherry Tree Wealth Management, LLC 0.05% No change 2,630 $201K
Summit Financial Group, Inc. 0.07% Reduce -35.6% 2,630 $201K
Smartleaf Asset Management LLC 0.04% Add +0.7% 2,606 $199K
Icon Wealth Advisors, LLC 0.02% Reduce -25.6% 2,588 $198K
Carmichael Hill & Associates, Inc. 0.08% Reduce -2.7% 2,461 $188K
Retirement Group, LLC 0.07% Add +8.7% 2,450 $187K
Fernwood Investment Management, LLC 0.05% New 2,421 $185K
National Bank of Canada 0.00% Add +1.2% 2,316 $180K
Morgan Dempsey Capital Management LLC 0.05% No change 2,129 $163K
CVA Family Office, LLC 0.03% Add +0.4% 2,112 $161K
Front Row Advisors LLC 0.06% New 2,047 $156K
Tsfg, LLC 0.04% Reduce -74.5% 2,037 $156K
City Holding Co. 0.02% Reduce -4.9% 2,032 $155K
Caldwell Trust Co 0.02% Reduce -3.2% 1,992 $152K
Ancora Advisors LLC 0.00% Add +2.8% 1,970 $150K
Abound Wealth Management 0.06% Reduce -85.9% 1,928 $147K
TD Capital Management LLC 0.02% Add +0.1% 1,905 $146K
Deutsche Bank AG 0.00% No change 1,896 $145K
Oakworth Capital, Inc. 0.01% Reduce -5.0% 1,795 $137K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,787 $136K
Vestor Capital, LLC 0.01% No change 1,786 $136K
Coston, McIsaac & Partners 0.04% Add +0.6% 1,728 $132K
Brown Brothers Harriman & Co. 0.00% No change 1,722 $131K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -10.9% 1,713 $131K
Financial Perspectives, Inc 0.05% No change 1,690 $129K
First PREMIER Bank 0.03% No change 1,641 $126K
Y.D. More Investments Ltd 0.02% No change 1,635 $125K
Tompkins Financial Corp. 0.01% Add +7.4% 1,633 $125K
Valley Wealth Managers, Inc. 0.01% Add +41.9% 1,625 $124K
Nvwm, LLC 0.03% No change 1,581 $121K
FinTrust Capital Advisors, LLC 0.02% Add +8.9% 1,571 $120K
SouthState Bank Corp 0.01% Add +6.0% 1,453 $111K
City State Bank 0.05% No change 1,425 $109K
Anchor Investment Management, LLC 0.01% No change 1,306 $100K
WealthCollab, LLC 0.07% No change 1,291 $99K
Colonial Trust Co / SC 0.02% No change 1,280 $98K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -56.1% 1,251 $96K
Emfo, LLC 0.09% No change 1,235 $94K
Caldwell Sutter Capital, Inc. 0.04% No change 1,224 $93K
Cape Investment Advisory, Inc. 0.04% Reduce -17.4% 1,213 $93K
Pinnacle Bancorp, Inc. 0.03% No change 1,209 $92K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,207 $92K
Dunhill Financial, LLC 0.07% Reduce -11.4% 1,200 $92K
Capital Investment Counsel, Inc 0.02% No change 1,200 $92K
Solstein Capital, LLC 0.06% No change 1,198 $91K
Cordgrass Capital Advisors, LLC 0.03% Reduce -20.5% 1,178 $90K
Byrne Asset Management LLC 0.07% Reduce -5.3% 1,134 $87K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -2.2% 1,109 $85K
Nemes Rush Group LLC 0.01% Add +0.9% 1,101 $84K
Bollard Group LLC 0.00% Add +0.4% 1,103 $84K
Sunbelt Securities, Inc. 0.01% Reduce -31.5% 1,096 $84K
Signaturefd, LLC 0.00% Reduce -54.8% 1,089 $83K
Country Trust Bank 0.00% Reduce -73.1% 1,062 $81K
Syntrinsic LLC 0.03% No change 1,058 $81K
Independence Bank of Kentucky 0.02% Add +954.0% 1,054 $80K
University of Texas/Texas Am Investment Management Co. 0.02% No change 1,103 $79K
Archer Investment Corp 0.02% Reduce -4.5% 1,036 $79K
Clearstead Advisors, LLC 0.00% Reduce -4.2% 1,021 $79K
TD Private Client Wealth LLC 0.00% Reduce -4.0% 1,023 $78K
HM Payson & Co. 0.00% No change 1,000 $76K
Concourse Financial Group Securities, Inc. 0.00% No change 980 $75K
Beacon Capital Management, LLC 0.01% Add +54.9% 956 $73K
MassMutual Private Wealth & Trust, FSB 0.00% No change 935 $71K
Global Financial Private Client, LLC 0.03% No change 940 $71K
Tidemark, LLC 0.04% No change 920 $70K
Maryland Capital Advisors Inc. 0.04% No change 900 $69K
Highline Wealth Partners LLC 0.03% Reduce -27.2% 874 $67K
Tyler-Stone Wealth Management 0.03% Reduce -25.0% 860 $66K
West Paces Advisors Inc. 0.02% No change 850 $65K
Continuum Advisory, LLC 0.01% New 837 $65K
Pittenger & Anderson Inc. 0.00% No change 843 $64K
Caitlin John, LLC 0.05% No change 840 $64K
McClarren Financial Advisors, Inc. 0.04% Add +0.8% 805 $62K
First Manhattan Co. Llc. 0.00% No change 801 $62K
Harbor Investment Advisory, LLC 0.01% Reduce -22.5% 799 $61K
United Community Bank 0.02% Reduce -43.2% 788 $60K
MCF Advisors LLC 0.00% Add +0.4% 780 $60K
Paladin Advisory Group, LLC 0.05% No change 784 $59K
Private Ocean, LLC 0.01% No change 758 $58K
BOK Financial Private Wealth, Inc. 0.00% No change 755 $58K
Provident Wealth Management, LLC 0.02% New 721 $55K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 715 $55K
Financial Gravity Asset Management, Inc. 0.02% Reduce -55.3% 709 $54K
Tanglewood Legacy Advisors, LLC 0.03% Reduce -7.4% 700 $53K
Adirondack Trust Co. 0.02% No change 700 $53K
Bangor Savings Bank 0.01% Reduce -0.3% 688 $53K
Crewe Advisors LLC 0.01% No change 683 $52K
Indiana Trust & Investment Management Co 0.02% Reduce -8.1% 661 $50K
Rothschild Investment LLC 0.00% Add +186.5% 656 $50K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -79.0% 660 $50K
Atticus Wealth Management, LLC 0.02% Reduce -20.5% 642 $49K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -8.9% 634 $48K
UMB Bank, n.a. 0.00% No change 627 $48K
Barrett & Company, Inc. 0.02% No change 600 $46K
Compagnie Lombard Odier SCmA 0.00% Add +0.0% 600 $46K
Armor Investment Advisors, LLC 0.02% Add +11.7% 573 $44K
Frazier Financial Advisors, LLC 0.04% Add +0.7% 564 $43K
Davis Capital Management 0.04% No change 565 $43K
Mather Group, Llc. 0.00% New 593 $43K
Valley National Advisers Inc. 0.01% Reduce -0.7% 562 $42K
Carolinas Wealth Consulting LLC 0.01% Add +42.2% 549 $42K
Palouse Capital Management, Inc. 0.03% New 548 $42K
Tower View Wealth Management LLC 0.02% Add +11.2% 538 $41K
Tucker Asset Management LLC 0.01% Add +101.1% 533 $41K
Founders Financial Alliance, LLC 0.01% Add +0.2% 531 $41K
Missouri Trust & Investment Co 0.02% No change 525 $40K
Blue Trust, Inc. 0.00% Add +170.6% 525 $40K
Ameritas Investment Partners, Inc. 0.00% Add +6.6% 520 $40K
Plante Moran Financial Advisors, LLC 0.00% Reduce -17.3% 511 $39K
Resources Management Corp. /CT/ 0.01% No change 510 $39K
Walleye Trading LLC 0.00% Reduce -78.7% 492 $38K
DHJJ Financial Advisors, Ltd. 0.02% Add +0.2% 463 $35K
Farmers & Merchants Investments Inc. 0.00% No change 454 $35K
Rice Partnership, LLC 0.01% No change 446 $34K
Hazlett, Burt & Watson, Inc. 0.02% No change 450 $34K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.8% 442 $34K
Pacific Center for Financial Services 0.01% No change 439 $34K
PSI Advisors, LLC 0.01% Reduce -96.3% 438 $33K
IAG Wealth Partners, LLC 0.01% Add +0.7% 430 $33K
Duncker Streett & Co. Inc. 0.01% No change 428 $33K
Cornerstone Planning Group LLC 0.01% Reduce -27.1% 424 $32K
TruNorth Capital Management, LLC 0.01% — 419 $32K
Mascoma Wealth Management LLC 0.01% No change 415 $32K
Aspire Private Capital, LLC 0.01% No change 411 $31K
Farther Finance Advisors, LLC 0.00% Reduce -28.6% 414 $31K
EverSource Wealth Advisors, LLC 0.00% Add +69.7% 414 $31K
Creative Capital Management Investments LLC 0.02% No change 406 $31K
Avion Wealth 0.01% Add +23.2% 388 $30K
Key Financial Inc 0.01% No change 392 $30K
Vima LLC 0.03% No change 400 $30K
Park Place Capital Corp 0.01% No change 385 $29K
Founders Capital Management 0.02% Reduce -7.3% 379 $29K
Biltmore Family Office, LLC 0.01% No change 350 $27K
Wetzel Investment Advisors, Inc. 0.02% Reduce -1.1% 362 $27K
Operose Advisors LLC 0.01% No change 348 $27K
Phillips Financial Management, LLC 0.00% No change 330 $25K
Bellevue Asset Management, LLC 0.01% No change 324 $25K
Lindbrook Capital, LLC 0.00% No change 310 $24K
Mark Sheptoff Financial Planning, LLC 0.01% No change 300 $23K
Ransom Advisory, Ltd 0.01% — 300 $23K
Pathway Financial Advisers, LLC 0.01% Add +38.2% 275 $21K
Dynamic Wealth Strategies, LLC 0.02% No change 272 $21K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 275 $21K
Asset Dedication, LLC 0.00% No change 279 $21K
Piscataqua Savings Bank 0.02% No change 275 $21K
Northwest Capital Management Inc 0.01% No change 274 $21K
Sawyer & Company, Inc 0.01% No change 259 $20K
Avalon Trust Co 0.00% Reduce -53.9% 249 $19K
Register Financial Advisors LLC 0.01% No change 231 $18K
Sage Mountain Advisors LLC 0.00% No change 223 $17K
Hantz Financial Services, Inc. 0.00% New 221 $17K
Spectrum Wealth Counsel, LLC 0.00% No change 221 $17K
Planning Capital Management Corp 0.01% New 200 $15K
First Command Advisory Services, Inc. 0.00% Reduce -48.7% 200 $15K
Russell Investments Group, Ltd. 0.00% New 195 $15K
Delta Asset Management LLC 0.00% No change 191 $15K
Friedenthal Financial 0.01% No change 179 $14K
Game Plan Financial Advisors, LLC 0.01% Add +6.3% 168 $13K
Centennial Bank 0.01% No change 164 $13K
Townsend Asset Management Corp. /NC/ 0.01% Add +0.6% 163 $12K
Union Savings Bank 0.01% No change 150 $11K
Core Alternative Capital 0.00% Reduce -88.9% 150 $11K
Eukles Asset Management 0.00% Add +264.1% 142 $11K
PFS Partners, LLC 0.01% Reduce -58.5% 141 $11K
Salem Investment Counselors Inc. 0.00% Add +86.7% 140 $11K
REAP Financial Group, LLC 0.00% No change 137 $10K
Pacifica Partners Inc. 0.00% No change 130 $10K
Arax Advisory Partners 0.00% No change 125 $10K
JNBA Financial Advisors 0.00% No change 123 $9K
Future Financial Wealth Managment LLC 0.01% New 120 $9K
Concord Wealth Partners 0.00% No change 120 $9K
Peoples Financial Services Corp. 0.00% No change 119 $9K
Financial Freedom, LLC 0.01% Add +0.8% 118 $9K
Smithfield Trust Co 0.00% No change 117 $9K
Voisard Asset Management Group, Inc. 0.01% No change 117 $9K
WR Wealth Planners, LLC 0.00% New 114 $9K
Rogco, LP 0.00% No change 105 $8K
Scarborough Advisors, LLC 0.00% Add +1.0% 105 $8K
New Republic Capital, LLC 0.00% No change 95 $7K
Parkside Financial Bank & Trust 0.00% No change 93 $7K
Janiczek Wealth Management, LLC 0.00% No change 91 $7K
Impact Partnership Wealth, LLC 0.00% No change 90 $7K
JDM Financial Group LLC 0.00% No change 84 $6K
Gold Investment Management Ltd. 0.00% No change 84 $6K
Investors Research Corp 0.00% Reduce -50.0% 78 $6K
Signature Resources Capital Management, LLC 0.01% No change 80 $6K
Mendota Financial Group, LLC 0.00% No change 65 $5K
St Germain D J Co. Inc. 0.00% No change 65 $5K
Balefire, LLC 0.00% New 64 $5K
Cubist Systematic Strategies, LLC 0.00% New 58 $4K
Global Trust Asset Management, LLC 0.00% No change 53 $4K
Arvest Investments, Inc. 0.00% No change 51 $4K
Nordwand Advisors, LLC 0.00% No change 50 $4K
Logan Capital Management Inc. 0.00% Add +2.0% 50 $4K
Compass Wealth Management LLC 0.00% No change 48 $4K
MGB Wealth Management, LLC 0.00% No change 40 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 41 $3K
Cypress Capital Management LLC (WY) 0.00% Reduce -5.0% 38 $3K
Evermay Wealth Management LLC 0.00% No change 35 $3K
Truvestments Capital LLC 0.00% No change 33 $3K
SJS Investment Consulting Inc. 0.00% No change 33 $3K
Raleigh Capital Management Inc. 0.00% Reduce -20.0% 32 $2K
Angeles Wealth Management, LLC 0.00% No change 27 $2K
Cranbrook Wealth Management, LLC 0.00% No change 26 $2K
Citizens National Bank Trust Department 0.00% No change 25 $2K
Broadwater Capital Management LLC 0.00% No change 22 $2K
LifeSteps Financial, Inc. 0.00% New 20 $2K
DecisionPoint Financial, LLC 0.00% No change 20 $2K
Pineridge Advisors LLC 0.00% No change 17 $1K
Psagot Value Holdings Ltd. / (Israel) 0.01% Reduce -99.8% 11 $1K
Family Asset Management, LLC 0.00% No change 13 $993
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $778
Global Wealth Strategies & Associates 0.00% Reduce -69.2% 4 $305
GoalVest Advisory LLC 0.00% No change 2 $159
Hollencrest Capital Management 0.00% Reduce -33.3% 2 $154
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $76
Macquarie Group Ltd. 0.00% New 6 $0
Centerpoint Advisors, LLC 0.00% No change 1 $0
Covestor Ltd 0.00% Reduce -98.4% 1 $0

"% of holder's portfolio" is XLP's weight in each manager's 13F, not the share of SS Consumer Staples Sel Sect the manager owns.