SS Consumer Staples Sel SectXLPETF

13F holders, Q2 2024 (June 30)
1,074holders −13
79new positions
83sold out
8famous investors
$76.46avg. 13F price*

At the end of Q2 2024, 1,074 institutions reported holding SS Consumer Staples Sel Sect (XLP) in their 13F filings, down 13 from Q1 2024. 79 opened new positions and 83 sold out. The largest holders were Bank of America Corp. ($2.2B), Barclays PLC ($1.0B) and Goldman Sachs Group Inc. ($955.6M). 8 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions79$393.5M
Exits83$451.8M

All 13F filers, Q1 2024 → Q2 2024: 22,408,053 shares bought and 21,961,472 shares sold, net +446,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,074 holders

Bank of America Corp. 0.21% Add +27.1% 29,162,997 $2.2B
Barclays PLC 0.48% Add +14.4% 13,682,640 $1.0B
Goldman Sachs Group Inc. 0.19% Reduce -7.9% 12,477,975 $955.6M
Morgan Stanley 0.06% Reduce -2.0% 10,116,006 $774.7M
BNP Paribas Financial Markets 0.42% Add +218.7% 4,986,160 $381.8M
JPMorgan Chase & Co. 0.03% Reduce -17.9% 4,844,877 $371.0M
Healthcare of Ontario Pension Plan Trust Fund 1.07% Add +46.9% 4,700,000 $359.9M
Envestnet Asset Management Inc. 0.10% Add +4.4% 3,917,222 $300.0M
Wells Fargo & Company 0.07% Add +1.7% 3,760,279 $288.0M
Clal Insurance Enterprises Holdings Ltd 2.73% New 3,407,000 $260.9M
Nissay Asset Management Corp. /Japan 1.63% Reduce -20.6% 3,222,214 $246.8M
Caisse de depot et placement du Quebec 0.57% Reduce -33.9% 3,042,900 $233.0M
LPL Financial LLC 0.11% Reduce -5.9% 2,989,085 $228.9M
Raymond James & Associates 0.14% Add +0.3% 2,863,639 $219.3M
UBS Group AG 0.07% Reduce -19.3% 2,858,196 $218.9M
Harel Insurance Investments & Financial Services Ltd. 3.88% Reduce -24.4% 2,688,958 $205.9M
Ameriprise Financial Inc. 0.05% Reduce -37.1% 2,540,975 $194.8M
Janney Montgomery Scott LLC 0.50% Reduce -3.9% 2,126,685 $162.9M
Truist Financial Corp. 0.24% Reduce -3.5% 2,056,630 $157.5M
Charles Schwab Investment Management Inc. 0.03% Reduce -3.1% 1,848,047 $141.5M
WestEnd Advisors, LLC 3.62% Add +1.5% 1,827,226 $139.9M
Citigroup Inc. 0.12% Reduce -35.0% 1,666,056 $127.6M
Fisher Asset Management 0.05% Reduce -4.7% 1,616,747 $123.8M
Phoenix Financial Ltd. 1.58% Add +81.7% 1,351,719 $103.5M
Royal Bank of Canada 0.02% Reduce -5.5% 1,317,966 $100.9M
CHURCHILL MANAGEMENT Corp 1.05% Add +1.0% 1,160,698 $88.9M
Bank of Nova Scotia 0.15% Reduce -19.9% 1,009,410 $77.3M
Agf Management Ltd. 0.41% Reduce -2.7% 962,293 $73.7M
Raymond James Financial Services Advisors, Inc. 0.10% Add +8.9% 956,800 $73.3M
Menora Mivtachim Holdings LTD. 0.48% Reduce -24.7% 919,879 $70.4M
PGIM Custom Harvest LLC 1.51% Add +5.4% 884,567 $67.7M
Cetera Investment Advisers 0.14% Reduce -1.5% 775,510 $59.4M
1832 Asset Management L.P. 0.09% Reduce -9.4% 682,132 $52.2M
Commonwealth Equity Services, LLC 0.08% Reduce -5.0% 640,593 $49.1M
Conservest Capital Advisors, Inc. 5.26% Reduce -3.7% 638,230 $48.7M
Victory Capital Management Inc. 0.04% Add +4.8% 572,471 $43.8M
Natixis 0.27% Add +0.0% 553,484 $42.4M
Capital Investment Advisors, LLC 0.96% Add +7.5% 552,314 $42.3M
Osaic Holdings, Inc. 0.10% Reduce -29.5% 540,933 $41.4M
EP Wealth Advisors, LLC 0.44% Add +4.9% 538,754 $41.3M
Susquehanna International Group, LLP 0.07% Add +177.9% 523,562 $40.1M
Stifel Financial Corp. 0.04% Reduce -2.7% 446,856 $34.2M
HighTower Advisors, LLC 0.05% Reduce -11.7% 424,290 $32.5M
KCM Investment Advisors LLC 1.16% Add +0.8% 419,934 $32.2M
Alps Advisors Inc. 0.22% Add +4.4% 412,215 $31.6M
Swan Global Investments, LLC 1.55% Reduce -10.9% 404,894 $31.0M
Trust Asset Management LLC 2.56% No change 397,575 $30.4M
Flaharty Asset Management, LLC 4.46% Add +0.5% 394,497 $30.2M
Greenwood Gearhart LLC 2.78% Add +1.0% 384,420 $29.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.88% Reduce -41.7% 382,888 $29.3M
MML Investors Services, LLC 0.12% Reduce -0.1% 372,081 $28.5M
CW Advisors, LLC 0.45% Add +1.2% 371,919 $28.5M
Millennium Management 0.02% Add +639.5% 365,756 $28.0M
Exchange Traded Concepts, LLC 0.70% Reduce -12.9% 357,350 $27.4M
Mirae Asset Securities (usa) Inc. 1.72% — 350,000 $26.8M
Factory Mutual Insurance Co. 0.29% No change 336,700 $25.8M
Thrivent Financial for Lutherans 0.05% Reduce -12.5% 336,467 $25.8M
J.Safra Asset Management Corp 2.38% Add +1.4% 308,423 $23.6M
Perbak Capital Partners LLP 6.90% New 304,813 $23.3M
Advisory Alpha, LLC 0.92% Reduce -11.4% 304,009 $23.3M
Cambridge Investment Research Advisors, Inc. 0.08% Add +11.8% 287,282 $22.0M
Alaska Permanent Fund Corp 0.33% Add +37.6% 281,918 $21.9M
State Street Corp. 0.00% Add +127.2% 265,705 $20.3M
US Bancorp \de 0.03% Reduce -9.4% 264,054 $20.2M
BW Gestao de Investimentos Ltda. 2.64% Add +42.6% 261,865 $20.1M
Armstrong Advisory Group, Inc. 1.76% Reduce -9.2% 259,907 $19.9M
Assetmark, Inc. 0.06% Reduce -0.0% 251,059 $19.2M
Gerber Kawasaki Wealth & Investment Management 0.96% Add +16.0% 250,555 $19.2M
AlphaStar Capital Management, LLC 1.77% New 249,315 $19.1M
Citadel Advisors 0.02% Reduce -18.7% 247,748 $19.0M
Rockefeller Capital Management L.P. 0.05% Reduce -30.7% 234,482 $18.0M
Mariner, LLC 0.03% Reduce -6.2% 218,073 $16.7M
Jane Street Group, LLC 0.02% Reduce -64.5% 205,994 $15.8M
RiverFront Investment Group, LLC 0.42% Add +1.2% 204,145 $15.6M
Macquarie Group Ltd. 0.02% Add +3302033.3% 198,128 $15.2M
Full Sail Capital, LLC 1.02% Add +8.4% 197,696 $15.1M
Private Wealth Advisors, LLC 6.55% Add +33.4% 197,244 $15.0M
Adams Diversified Equity Fund, Inc. 0.51% New 194,300 $14.9M
BlackRock Inc. 0.00% Reduce -80.6% 193,124 $14.8M
Peapack Gladstone Financial Corp. 0.22% Add +0.3% 190,798 $14.6M
MAI Capital Management 0.14% Add +0.9% 185,297 $14.2M
Private Advisor Group, LLC 0.09% Reduce -10.6% 181,874 $13.9M
Sanctuary Advisors, LLC 0.10% — 183,858 $13.9M
GM Advisory Group, LLC 0.89% Add +13.9% 179,355 $13.7M
Kingsview Wealth Management, LLC 0.32% Reduce -3.6% 179,149 $13.7M
Equitable Holdings, Inc. 0.14% Reduce -8.1% 177,749 $13.6M
Biltmore Wealth Management, LLC 5.84% Add +2.9% 175,995 $13.5M
PNC Financial Services Group, Inc. 0.01% Reduce -9.1% 174,051 $13.3M
Foundations Investment Advisors, LLC 0.32% Add +15.3% 173,795 $13.3M
Prime Capital Investment Advisors, LLC 0.20% Reduce -3.4% 173,176 $13.3M
Estate Counselors, LLC 1.44% Add +27.4% 172,270 $13.2M
Bar Harbor Wealth Management 0.87% Reduce -0.2% 171,075 $13.1M
Valence8 US LP 6.72% Add +0.5% 168,300 $12.9M
Prestige Wealth Management Group LLC 2.74% Add +0.7% 165,380 $12.7M
Northern Trust Corp. 0.00% Reduce -3.0% 162,407 $12.4M
Cullen Capital Management, LLC 0.14% Add +5246.3% 161,192 $12.3M
Clarity Financial LLC 1.85% Reduce -0.7% 160,206 $12.3M
Creative Planning 0.01% Add +1.3% 153,422 $11.7M
Trek Financial, LLC 0.93% Reduce -3.5% 153,076 $11.7M
Pacific Capital Wealth Advisors, Inc. 2.07% Add +12.3% 147,818 $11.3M
Rothschild Capital Partners, LLC 3.11% Add +3.6% 142,307 $10.9M
Marshall Wace, LLP 0.02% Reduce -66.6% 141,766 $10.9M
Tower Research Capital LLC (TRC) 0.18% Add +31874.2% 141,326 $10.8M
Park Avenue Securities LLC 0.13% Add +6.3% 139,389 $10.7M
Krilogy Financial LLC 0.79% Add +7.8% 139,096 $10.7M
WFA Asset Management Corp 5.98% Reduce -47.3% 138,177 $10.6M
Kestra Advisory Services, LLC 0.06% Reduce -5.9% 137,885 $10.6M
J.W. Cole Advisors, Inc. 0.49% Reduce -1.8% 135,428 $10.4M
Qube Research & Technologies Ltd 0.02% Reduce -84.4% 132,311 $10.1M
Makena Capital Management LLC 2.35% Add +0.8% 132,260 $10.1M
Evolution Wealth Advisors, LLC 1.92% Add +4.7% 128,896 $9.9M
NewEdge Advisors, LLC 0.07% Add +14.3% 128,774 $9.9M
Sharper & Granite LLC 4.67% Add +6.8% 127,793 $9.8M
Spire Wealth Management 0.34% Reduce -3.4% 127,707 $9.8M
Sumitomo Mitsui Financial Group, Inc. 0.30% Add +1.1% 127,381 $9.8M
Global Endowment Management, LP 1.01% Reduce -46.0% 125,035 $9.6M
Miller Investment Management, LP 1.13% Reduce -35.5% 123,166 $9.4M
Orion Porfolio Solutions, LLC 0.10% Reduce -2.9% 121,771 $9.3M
Orion Portfolio Solutions, LLC 0.10% Reduce -2.9% 121,771 $9.3M
Salomon & Ludwin, LLC 1.01% Reduce -26.3% 118,832 $9.1M
Maven Securities LTD 1.41% Reduce -26.0% 117,864 $9.0M
Integrated Wealth Concepts LLC 0.12% Add +0.4% 116,612 $8.9M
Ayalon Insurance Comp Ltd. 2.86% Reduce -3.4% 113,388 $8.7M
GTS Securities LLC 0.18% New 111,972 $8.6M
Atria Wealth Solutions, Inc. 0.09% Add +1.5% 111,332 $8.5M
IMZ Advisory Inc 4.20% Reduce -6.5% 109,984 $8.4M
Novare Capital Management LLC 0.74% Reduce -16.7% 106,720 $8.2M
TD Waterhouse Canada Inc. 0.07% Add +0.7% 107,342 $8.2M
Prudential Financial Inc. 0.01% Reduce -71.5% 106,280 $8.1M
Spinnaker Trust 0.52% Reduce -0.2% 105,953 $8.1M
Capital Insight Partners, LLC 1.52% Add +479.7% 105,197 $8.1M
Cresset Asset Management, LLC 0.03% Reduce -12.7% 104,733 $8.0M
IFG Advisory, LLC 0.48% Add +1.6% 98,162 $7.5M
Cornerstone Advisors, LLC 0.30% Add +328.1% 97,600 $7.5M
DAVENPORT & Co LLC 0.05% Reduce -7.3% 96,950 $7.4M
Ironwood Wealth Management, Inc. 3.73% Add +1.8% 95,705 $7.4M
Twin Tree Management, LP 0.22% New 96,250 $7.4M
Kwmg, LLC 0.79% Add +2.6% 96,224 $7.4M
Balyasny Asset Management L.P. 0.02% Add +30.8% 95,351 $7.3M
First Merchants Corp. 0.29% Reduce -7.2% 95,339 $7.3M
United Asset Strategies, Inc. 0.71% Add +0.9% 93,866 $7.2M
Concurrent Investment Advisors, LLC 0.24% Add +5.1% 93,137 $7.1M
Prudent Investors Network, Inc. 2.58% Add +3.6% 93,043 $7.1M
LifePlan Financial, LLC 6.56% Add +16.1% 92,996 $7.1M
First Interstate Bank 0.47% Reduce -0.8% 91,837 $7.0M
Atria Investments, Inc 0.09% Reduce -4.2% 90,379 $6.9M
Stillwater Capital Advisors, LLC 0.96% Add +3.1% 89,546 $6.9M
Circle Wealth Management, LLC 0.16% Add +0.3% 89,277 $6.8M
Old National Bancorp 0.16% Reduce -11.3% 89,264 $6.8M
Money Concepts Capital Corp. 0.57% Add +6.2% 88,741 $6.8M
Corient Private Wealth LP 0.01% Reduce -28.6% 87,796 $6.7M
Fifth Third Securities, Inc. 0.62% Reduce -10.6% 87,571 $6.7M
Focus Partners Wealth 0.02% Add +530.2% 87,510 $6.7M
Vectors Research Management, LLC 2.05% Add +43.0% 87,040 $6.7M
L & S Advisors Inc 0.83% Add +2445.1% 84,447 $6.5M
Avantax Advisory Services, Inc. 0.05% Reduce -12.0% 83,848 $6.4M
Transform Wealth, LLC 0.47% New 82,523 $6.3M
Bank of Montreal 0.00% Reduce -0.6% 80,964 $6.3M
Graypoint LLC 0.43% Add +1.9% 80,968 $6.2M
IHT Wealth Management, LLC 0.23% Reduce -6.0% 79,476 $6.1M
Great Lakes Advisors, LLC 0.05% Add +1.2% 79,561 $6.1M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -28.9% 79,531 $6.1M
McKinley Carter Wealth Services, Inc. 0.39% Add +11.3% 79,062 $6.1M
Howard Capital Management Group, LLC 0.45% Add +1.1% 78,987 $6.0M
German American Bancorp, Inc. 0.69% Add +1.3% 78,880 $6.0M
Trilogy Capital Inc. 0.32% Add +17.9% 77,887 $6.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -16.0% 77,647 $5.9M
SteelPeak Wealth, LLC 0.28% Add +278.2% 76,894 $5.9M
Northstar Advisory Group, LLC 3.28% Add +52.9% 74,530 $5.7M
Stratos Wealth Advisors, LLC 0.28% Add +46.3% 73,955 $5.7M
Sigma Planning Corp 0.18% Reduce -1.2% 73,851 $5.7M
Gladstone Institutional Advisory LLC 0.29% Add +75.4% 73,554 $5.6M
Cornerstone Wealth Group, LLC 0.50% Reduce -43.2% 73,124 $5.6M
Jump Financial, LLC 0.11% New 71,527 $5.5M
Ferguson Wellman Capital Management, Inc. 0.11% Reduce -22.4% 70,997 $5.4M
Brave Asset Management Inc. 1.35% Reduce -0.9% 69,263 $5.3M
Innealta Capital, LLC 1.73% Reduce -8.6% 67,961 $5.2M
Rooted Wealth Advisors, Inc. 2.30% Add +11.6% 66,361 $5.2M
Amarillo National Bank 0.98% Reduce -0.0% 67,550 $5.2M
Lowe Brockenbrough & Co. Inc. 0.34% Add +0.1% 67,040 $5.1M
Comerica Bank 0.02% Add +4.6% 66,716 $5.1M
Cibc World Market Inc. 0.01% Add +130.7% 66,372 $5.1M
Edgestream Partners, L.P. 0.24% Add +67.1% 65,642 $5.0M
Dynamic Advisor Solutions LLC 0.16% Add +1.1% 65,438 $5.0M
One Wealth Map LLC 3.09% Add +1.0% 64,096 $5.0M
Hudson Bay Capital Management LP 0.04% New 65,000 $5.0M
Destination Wealth Management 0.16% Add +1.3% 63,384 $4.9M
Sage Capital Management, LLC 2.52% Add +0.6% 62,706 $4.8M
Alerus Financial NA 0.35% Reduce -0.1% 61,627 $4.7M
Fca Corp. 1.50% Add +1.8% 61,075 $4.7M
Innova Wealth Partners 3.34% Reduce -0.9% 60,902 $4.7M
Winthrop Capital Management, LLC 2.32% Reduce -12.2% 60,631 $4.6M
Astor Investment Management LLC 2.11% Reduce -9.9% 59,928 $4.6M
Vickerman Investment Advisors, Inc. 1.47% Reduce -3.9% 59,724 $4.6M
WT Wealth Management 1.55% Reduce -1.1% 59,430 $4.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +14.9% 59,207 $4.5M
Fifth Third Bancorp 0.02% Reduce -6.1% 58,910 $4.5M
Callan Capital, LLC 0.37% Reduce -4.3% 58,453 $4.5M
AlphaMark Advisors, LLC 1.55% Reduce -0.0% 58,260 $4.5M
Dakota Wealth Management 0.11% Add +5.0% 58,259 $4.5M
Premier Path Wealth Partners, LLC 0.76% Reduce -3.2% 58,121 $4.5M
Long Run Wealth Advisors, LLC 1.13% Add +274.2% 58,033 $4.4M
Focus Financial Network, Inc. 0.19% Reduce -0.6% 55,057 $4.3M
WBH Advisory Inc. 0.44% Reduce -3.1% 56,601 $4.3M
Pathstone Holdings, LLC 0.02% Reduce -7.8% 56,099 $4.3M
Theory Financial LLC 2.02% New 55,923 $4.3M
Martin & Co. Inc. 1.08% Reduce -0.3% 55,922 $4.3M
NWF Advisory Services Inc. 0.68% Add +11.9% 55,629 $4.3M
Associated Banc-Corp 0.13% Reduce -0.5% 55,280 $4.2M
Bessemer Group Inc. 0.01% Add +1.7% 54,546 $4.2M
Algorithmic Investment Models, LLC 3.21% Reduce -3.1% 53,672 $4.1M
Harrell Investment Partners, LLC 1.18% Add +28.7% 53,007 $4.1M
Measured Wealth Private Client Group, LLC 1.42% Reduce -3.3% 52,848 $4.0M
Capital Advantage, Inc. 0.83% Reduce -68.7% 52,286 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Add +0.2% 52,186 $4.0M
Summit Trail Advisors, LLC 0.10% Reduce -47.4% 51,816 $4.0M
FMR LLC 0.00% Add +8.7% 51,464 $3.9M
MMBG Investment Advisors Co. 0.42% No change 51,257 $3.9M
CoreCap Advisors, LLC 0.40% Reduce -14.4% 50,593 $3.9M
Ashton Thomas Private Wealth, LLC 0.21% Reduce -26.1% 50,107 $3.8M
Simmons Bank 0.29% Reduce -0.7% 50,061 $3.8M
Stockman Wealth Management, Inc. 0.66% Add +2.3% 49,391 $3.8M
AMG National Trust Bank 0.10% Add +48.4% 49,140 $3.8M
San Luis Wealth Advisors LLC 0.90% New 49,010 $3.8M
Darwin Wealth Management, LLC 1.85% Add +3.3% 48,709 $3.7M
Pallas Capital Advisors LLC 0.17% Add +4.7% 47,541 $3.7M
Banco BTG Pactual S.A. 0.95% New 47,607 $3.7M
Sabal Trust CO 0.22% Reduce -0.9% 47,545 $3.6M
Orange Investment Advisors, Inc. 0.47% Reduce -0.4% 50,073 $3.6M
Sykon Capital LLC 1.35% Reduce -4.2% 46,634 $3.6M
Advisory Services Network, LLC 0.07% Reduce -4.6% 46,449 $3.6M
DRW Securities, LLC 0.22% Add +207.7% 46,382 $3.6M
M&T Bank Corp 0.01% Reduce -1.1% 46,309 $3.5M
Waverly Advisors, LLC 0.07% Reduce -1.3% 46,176 $3.5M
Verition Fund Management LLC 0.03% New 46,000 $3.5M
Paragon Capital Management Inc. 2.65% Reduce -2.7% 45,372 $3.5M
Apexium Financial, LP 0.25% Reduce -1.6% 45,340 $3.5M
Capstone Wealth Management Group, LLC 2.24% Add +6.5% 44,804 $3.4M
Providence First Trust Co 1.54% Add +0.7% 44,572 $3.4M
Synovus Financial Corp. 0.04% Add +0.6% 44,061 $3.4M
Intrua Financial, LLC 0.55% Add +42.0% 44,035 $3.4M
Camelot Technology Advisors, Inc. 3.14% Reduce -1.8% 43,970 $3.4M
Walleye Capital LLC 0.04% Add +322.9% 43,744 $3.3M
Yelin Lapidot Holdings Management Ltd. 0.59% No change 43,611 $3.3M
PCG Wealth Advisors, LLC 1.45% Add +11.7% 43,607 $3.3M
Veltria Advisors Corp. 1.18% Reduce -25.6% 42,988 $3.3M
Toth Financial Advisory Corp. 0.42% Add +4.0% 42,864 $3.3M
Ellis Investment Partners, LLC 0.69% Add +0.2% 42,479 $3.3M
Lake Hills Wealth Management, LLC 2.31% Add +1.3% 42,074 $3.2M
Axxcess Wealth Management, LLC 0.09% Reduce -31.6% 41,488 $3.2M
Chemung Canal Trust Co. 0.61% Reduce -0.3% 41,092 $3.1M
Founders Financial Securities LLC 0.30% Add +7.4% 40,804 $3.1M
Asset Allocation Strategies LLC 1.03% Reduce -5.8% 40,027 $3.1M
Retirement Planning Group, LLC 0.19% Reduce -1.4% 39,280 $3.0M
First Financial Bank - Trust Division 0.30% Add +2.0% 39,267 $3.0M
Franklin Resources Inc. 0.00% Add +0.9% 38,880 $3.0M
Canton Hathaway, LLC 0.81% Add +10.6% 38,792 $3.0M
Anfield Capital Management, LLC 1.44% Add +16.2% 38,768 $3.0M
Berger Financial Group, Inc 0.24% Reduce -3.0% 38,701 $3.0M
Paloma Partners Management Co 0.32% Add +20.0% 37,776 $2.9M
Private Wealth Group, LLC 1.50% No change 37,211 $2.8M
Main Street Financial Solutions, LLC 0.27% Reduce -0.8% 37,158 $2.8M
Regal Investment Advisors LLC 0.19% Reduce -3.4% 37,134 $2.8M
Richard W. Paul & Associates, LLC 1.10% Add +3.7% 37,130 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.3% 37,069 $2.8M
Cerity Partners LLC 0.01% Add +25.1% 36,811 $2.8M
Cwm, LLC 0.01% Reduce -8.2% 36,722 $2.8M
Squarepoint Ops LLC 0.01% Reduce -88.4% 36,683 $2.8M
Stephens Inc. 0.04% Add +1.8% 36,346 $2.8M
Brookstone Capital Management 0.05% Add +38.7% 35,236 $2.8M
ExodusPoint Capital Management, LP 0.03% Reduce -43.5% 36,192 $2.8M
Financial Advocates Investment Management 0.17% Add +4.0% 36,146 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -65.3% 35,810 $2.8M
Farmers & Merchants Trust Co of Chambersburg PA 1.11% Reduce -0.8% 35,886 $2.7M
Robertson Stephens Wealth Management, LLC 0.14% Reduce -36.1% 35,839 $2.7M
Financial Counselors Inc. 0.04% Reduce -3.1% 35,807 $2.7M
FSC Wealth Advisors, LLC 2.01% No change 35,606 $2.7M
Manchester Capital Management LLC 0.33% Add +0.6% 35,394 $2.7M
MV Capital Management, Inc. 0.30% Reduce -0.9% 35,144 $2.7M
Twin Focus Capital Partners, LLC 0.43% Add +0.7% 35,041 $2.7M
Baird Financial Group, Inc. 0.01% Add +22.6% 34,898 $2.7M
Transcend Capital Advisors, LLC 0.19% Reduce -2.1% 34,691 $2.7M
Delos Wealth Advisors, LLC 2.57% Add +8.3% 34,666 $2.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.56% Reduce -7.7% 34,455 $2.6M
Freedom Investment Management, Inc. 0.22% Reduce -35.1% 34,329 $2.6M
Independent Financial Group, LLC 0.11% Reduce -30.6% 34,275 $2.6M
Allred Capital Management, LLC 1.00% Add +5.0% 34,215 $2.6M
Granite Harbor Advisors, Inc. 1.70% Add +8.6% 34,212 $2.6M
Harbour Investments, Inc. 0.09% Reduce -4.3% 34,032 $2.6M
AE Wealth Management LLC 0.03% Add +49.3% 33,912 $2.6M
Cedar Mountain Advisors, LLC 0.64% Add +7.0% 33,844 $2.6M
Schwarz Dygos Wheeler Investment Advisors LLC 0.70% Add +0.3% 33,253 $2.5M
Mercer Global Advisors Inc. 0.01% Reduce -2.8% 32,843 $2.5M
Acima Private Wealth, LLC 0.92% No change 32,625 $2.5M
SkyView Investment Advisors, LLC 0.45% Add +3.6% 32,613 $2.5M
WP Advisors, LLC 0.80% Add +0.1% 32,513 $2.5M
Mutual Advisors, LLC 0.07% Reduce -25.2% 31,621 $2.5M
TrinityPoint Wealth, LLC 0.39% Reduce -2.8% 32,375 $2.5M
Sound View Wealth Advisors Group, LLC 0.26% Add +11.1% 32,372 $2.5M
Citizens Financial Group Inc. 0.05% Add +125.4% 32,135 $2.5M
Peterson Wealth Management 1.51% Add +2.5% 32,026 $2.5M
CX Institutional 0.12% Add +23.1% 31,996 $2.5M
Retirement Guys Formula LLC 1.17% Reduce -2.1% 31,936 $2.4M
Butensky & Cohen Financial Security, Inc. 0.77% Add +0.9% 31,754 $2.4M
Tiaa Trust, National Association 0.01% Reduce -9.4% 31,526 $2.4M
Apollon Financial, LLC 0.77% Reduce -2.9% 31,193 $2.4M
Diversified, LLC 0.28% Reduce -0.8% 31,138 $2.4M
Kestra Private Wealth Services, LLC 0.05% Add +4.4% 31,048 $2.4M
FIL Ltd 0.00% Reduce -3.4% 30,715 $2.4M
Bfsg, LLC 0.30% Reduce -2.8% 30,694 $2.4M
Tritonpoint Wealth, LLC 0.23% Reduce -10.0% 30,528 $2.3M
Sepio Capital, LP 0.21% Reduce -0.9% 30,470 $2.3M
GeoWealth Management, LLC 0.10% Reduce -26.2% 30,441 $2.3M
Trust Co 0.30% Add +1.8% 30,247 $2.3M
Man Group plc 0.01% Add +39.8% 30,100 $2.3M
Vaughan David Investments LLC 0.06% Add +2.2% 29,881 $2.3M
Verus Capital Partners, LLC 0.24% Add +2.4% 29,822 $2.3M
Laurel Wealth Advisors LLC 0.40% Reduce -3.8% 29,738 $2.3M
Ledyard National Bank 0.22% Reduce -3.8% 29,422 $2.3M
Asset Advisors Investment Management, LLC 0.24% Reduce -50.5% 29,380 $2.2M
First Trust Investment Solutions L.P. 0.32% Reduce -3.9% 29,373 $2.2M
Ameritas Advisory Services, LLC 0.08% Reduce -0.8% 29,362 $2.2M
Clear Creek Financial Management, LLC 0.27% Reduce -6.3% 29,339 $2.2M
Elevation Point Wealth Partners, LLC 0.18% Reduce -4.6% 28,914 $2.2M
Summit Financial, LLC 0.10% Add +28.3% 28,779 $2.2M
Interactive Financial Advisors, Inc. 1.21% Reduce -1.3% 28,754 $2.2M
Creative Financial Designs Inc. 0.19% Add +809.1% 28,501 $2.2M
Legacy Advisors, LLC 0.27% Add +0.0% 28,501 $2.2M
TCV Trust & Wealth Management, Inc. 0.21% Reduce -0.5% 28,411 $2.2M
Benjamin F. Edwards & Company, Inc. 0.04% Add +77.3% 27,999 $2.1M
Captrust Financial Advisors 0.01% Reduce -19.7% 27,703 $2.1M
Primoris Wealth Advisors, LLC 1.69% Reduce -2.2% 27,560 $2.1M
Beaumont Financial Advisors, LLC 0.17% Reduce -0.3% 27,509 $2.1M
Integrated Advisors Network LLC 0.11% Add +11.6% 27,323 $2.1M
Jones Financial Companies LLLP 0.00% Add +136.6% 27,146 $2.1M
SG Americas Securities, LLC 0.01% Reduce -79.7% 27,033 $2.1M
Keybank National Association 0.01% Reduce -0.2% 26,826 $2.1M
Busey Bank 0.07% Reduce -2.0% 26,784 $2.1M
Renaissance Technologies 0.00% Reduce -89.3% 26,700 $2.0M
Ignite Planners, LLC 0.50% Reduce -0.5% 26,386 $2.0M
Mill Creek Capital Advisors, LLC 0.05% Add +224.4% 26,412 $2.0M
Horizon Investments, LLC 0.06% Reduce -3.7% 26,312 $2.0M
Afg Fiduciary Services Limited Partnership 1.40% Add +1.7% 25,617 $2.0M
Castleview Partners, LLC 1.14% Add +18.9% 26,083 $2.0M
Polymer Capital Management (HK) LTD 0.40% New 26,000 $2.0M
Carnegie Investment Counsel 0.06% Reduce -2.2% 25,741 $2.0M
Evercore Wealth Management, LLC 0.03% No change 25,716 $2.0M
Glenmede Trust Co. NA 0.01% Reduce -4.2% 25,581 $2.0M
Gsa Capital Partners LLP 0.14% Add +49.8% 25,248 $1.9M
Smith Thornton Advisors LLC 1.42% — 25,163 $1.9M
Rockport Wealth LLC 0.81% Add +4.8% 25,142 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.9% 24,791 $1.9M
Simplex Trading, LLC 0.06% New 24,709 $1.9M
Bricktown Capital, LLC 0.38% New 24,646 $1.9M
Western Wealth Management, LLC 0.14% Reduce -3.1% 24,471 $1.9M
Treynor Bancshares, Inc. 1.96% Add +22.1% 24,466 $1.9M
Oppenheimer Asset Management Inc. 0.02% Add +8.9% 24,296 $1.9M
Nelson Capital Management, LLC 0.33% Reduce -0.4% 24,209 $1.9M
Merit Financial Group, LLC 0.04% Reduce -3.3% 23,785 $1.8M
Virtue Capital Management, LLC 0.31% Reduce -7.8% 23,237 $1.8M
Flagstar Securities, Inc. 0.50% Add +0.7% 23,658 $1.8M
Affiance Financial, LLC 0.47% Add +2.2% 23,413 $1.8M
Stratos Wealth Partners, LTD. 0.03% Add +5.0% 23,165 $1.8M
Elevated Capital Advisors, LLC 0.49% Reduce -45.6% 22,866 $1.8M
Silver Oak Securities, Incorporated 0.26% Add +3.3% 22,834 $1.7M
WESPAC Advisors SoCal, LLC 0.44% Add +21.6% 22,801 $1.7M
Venturi Wealth Management, LLC 0.10% Reduce -6.9% 22,660 $1.7M
Cary Street Partners Investment Advisory LLC 0.07% Reduce -12.1% 22,635 $1.7M
Realta Investment Advisors 0.34% Reduce -6.2% 22,612 $1.7M
Virtu Financial LLC 0.12% Add +40.1% 22,576 $1.7M
Massachusetts Wealth Management 1.15% Add +6.7% 22,440 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +90.9% 22,423 $1.7M
Spreng Capital Management, Inc. 0.89% Reduce -1.6% 22,351 $1.7M
Arkadios Wealth Advisors 0.12% Reduce -4.6% 22,338 $1.7M
M3 Advisory Group, LLC 1.40% Add +6.6% 22,218 $1.7M
III Capital Management 0.80% Reduce -32.9% 22,173 $1.7M
Navis Wealth Advisors, LLC 1.95% Add +0.6% 22,171 $1.7M
Sage Capital Advisors,llc 0.48% Add +0.5% 21,937 $1.7M
Foguth Wealth Management, LLC. 0.74% Add +52.5% 21,867 $1.7M
Magnolia Capital Management Ltd. 1.40% Reduce -2.0% 21,805 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Add +3.8% 21,800 $1.7M
Cooksen Wealth, LLC 1.68% Add +6.1% 21,774 $1.7M
Wbi Investments, LLC 0.40% Reduce -41.2% 21,600 $1.7M
First Horizon Advisors, Inc. 0.05% Reduce -0.2% 21,272 $1.6M
Wealthcare Advisory Partners LLC 0.05% Add +30.2% 21,260 $1.6M
Zullo Investment Group, Inc. 0.71% Add +3.7% 21,175 $1.6M
Planning Directions Inc. 1.10% Reduce -16.9% 21,096 $1.6M
Shepherd Financial Partners LLC 0.21% Add +0.7% 21,094 $1.6M
CENTRAL TRUST Co 0.04% Reduce -1.5% 20,994 $1.6M
Bray Capital Advisors 0.40% Reduce -1.1% 20,993 $1.6M
Chesapeake Wealth Management 0.58% Add +0.6% 20,902 $1.6M
Blair William & Co. 0.00% Add +17.8% 20,762 $1.6M
Boothbay Fund Management, LLC 0.05% Reduce -72.2% 20,558 $1.6M
Atlas Capital Advisors Inc. 0.20% Add +59.0% 20,160 $1.5M
Old Second National Bank of Aurora 0.40% Reduce -4.2% 20,145 $1.5M
CIBC Private Wealth Group LLC 0.00% Add +4.9% 19,966 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 19,874 $1.5M
Sowell Financial Services LLC 0.07% Reduce -5.0% 19,843 $1.5M
Scotia Capital Inc. 0.01% Reduce -14.6% 19,795 $1.5M
Hanseatic Management Services Inc. 2.27% Reduce -6.5% 19,770 $1.5M
Bank of Marin 1.30% Add +2.6% 19,651 $1.5M
Meitav Investment House Ltd. 0.03% Add +0.2% 19,500 $1.5M
HSBC Holdings PLC 0.00% Add +99.8% 18,879 $1.4M
Raymond James Trust N.A. 0.03% Add +8.7% 18,878 $1.4M
Wealthfront Advisers LLC 0.00% Add +1.4% 18,730 $1.4M
Quantinno Capital Management LP 0.03% Reduce -18.2% 18,655 $1.4M
SMART Wealth LLC 0.58% Add +8.4% 18,624 $1.4M
RPg Family Wealth Advisory, LLC 0.46% Add +5.2% 18,420 $1.4M
Keebeck Wealth Management 0.21% No change 18,380 $1.4M
Colton Groome Financial Advisors, LLC 0.55% Add +0.8% 18,366 $1.4M
Mechanics Bank Trust Department 0.20% Add +1.6% 18,306 $1.4M
High Note Wealth, LLC 0.42% Reduce -2.7% 17,941 $1.4M
Morton Community Bank 0.39% Reduce -2.4% 17,934 $1.4M
Syon Capital LLC 0.13% Add +0.8% 17,889 $1.4M
Crescent Grove Advisors, LLC 0.15% No change 17,851 $1.4M
Choate Investment Advisors 0.04% No change 17,792 $1.4M
Essex LLC 0.30% Add +3.3% 17,773 $1.4M
Strategic Advisors LLC 0.26% Reduce -28.3% 17,723 $1.4M
MontVue Capital Management, Inc. 1.08% Add +1.0% 17,722 $1.4M
Lido Advisors, LLC 0.01% Add +0.1% 17,619 $1.3M
Magnus Financial Group LLC 0.15% Add +4.6% 17,594 $1.3M
Bank of New York Mellon Corp 0.00% Add +16.6% 17,492 $1.3M
Ranch Capital Advisors Inc. 0.70% Add +1.4% 17,458 $1.3M
Hills Bank & Trust Co 0.11% Reduce -0.2% 17,417 $1.3M
CMG Global Holdings, LLC 0.88% Add +0.8% 17,404 $1.3M
Westside Investment Management, Inc. 0.30% Add +1.4% 17,346 $1.3M
Cabana LLC 6.08% Add +48.6% 17,342 $1.3M
Moloney Securities Asset Management, LLC 0.19% Reduce -4.3% 17,213 $1.3M
Eagle Strategies LLC 0.25% Add +3.5% 17,167 $1.3M
Beacon Pointe Advisors, LLC 0.02% Reduce -13.8% 17,167 $1.3M
First National Bank of Hutchinson 0.84% Reduce -0.8% 17,162 $1.3M
Midwest Financial Group LLC 0.84% Reduce -2.1% 17,141 $1.3M
Orca Investment Management, LLC 1.25% Reduce -1.4% 17,133 $1.3M
Capital Analysts, LLC 0.06% Add +1.9% 17,139 $1.3M
Avitas Wealth Management LLC 0.19% Add +0.7% 16,856 $1.3M
VCI Wealth Management LLC 0.64% Add +43.2% 16,796 $1.3M
Per Stirling Capital Management, LLC. 0.21% New 16,636 $1.3M
Econ Financial Services Corp 0.78% New 16,529 $1.3M
Weaver Capital Management LLC 0.41% Reduce -7.6% 16,389 $1.3M
Centaurus Financial, Inc. 0.08% Add +3.4% 16,251 $1.2M
Colony Family Offices, LLC 0.40% No change 16,243 $1.2M
RFG Advisory, LLC 0.04% Add +21.4% 16,218 $1.2M
Wesbanco Bank Inc. 0.05% Reduce -0.8% 16,170 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -0.3% 16,141 $1.2M
Transamerica Financial Advisors, LLC 0.13% No change 16,124 $1.2M
Boltwood Capital Management 0.39% Reduce -5.6% 16,089 $1.2M
Kennicott Capital Management LLC 0.51% Add +26.2% 15,999 $1.2M
Brown, Lisle/Cummings, Inc. 0.40% Add +0.2% 15,977 $1.2M
V2 Financial group LLC 0.82% Add +0.0% 15,554 $1.2M
Hudock, Inc. 0.23% Add +2.1% 15,841 $1.2M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -1.0% 15,825 $1.2M
Banque Pictet & Cie SA 0.01% Reduce -6.9% 15,790 $1.2M
Jacobi Capital Management LLC 0.10% Add +56.0% 15,692 $1.2M
One Capital Management, LLC 0.04% New 15,657 $1.2M
Huntington National Bank 0.01% Reduce -1.1% 15,565 $1.2M
Glass Jacobson Investment Advisors llc 0.43% No change 15,470 $1.2M
Meridian Wealth Management, LLC 0.14% New 15,305 $1.2M
CreativeOne Wealth, LLC 0.06% Reduce -10.7% 15,267 $1.2M
D L Carlson Investment Group Inc. 0.22% Reduce -3.9% 15,190 $1.2M
Vantage Financial Partners, LLC 0.30% Add +0.6% 15,143 $1.2M
Pine Valley Investments Ltd Liability Co 0.09% Add +26.4% 15,133 $1.2M
Terra Nova Asset Management LLC 0.91% Add +0.3% 15,039 $1.2M
XR Securities LLC 1.94% New 14,974 $1.1M
PFG Advisors 0.08% Reduce -35.2% 14,926 $1.1M
Tudor Investment Corporation 0.01% New 14,921 $1.1M
Hoylecohen, LLC 0.09% Add +1.4% 14,917 $1.1M
HBW Advisory Services LLC 0.19% Add +20.3% 14,816 $1.1M
Commerce Bank 0.01% Reduce -5.4% 14,717 $1.1M
Jackson Hole Capital Partners, LLC 0.25% Reduce -2.1% 14,575 $1.1M
Soltis Investment Advisors LLC 0.12% Reduce -26.5% 14,267 $1.1M
RDA Financial Network 0.36% Reduce -0.9% 14,222 $1.1M
PFG Investments, LLC 0.08% Reduce -44.3% 14,202 $1.1M
Donald L. Hagan, LLC 0.58% Reduce -20.9% 14,188 $1.1M
Banco Santander, S.A. 0.01% Reduce -7.0% 14,128 $1.1M
OneAscent Financial Services LLC 0.15% Reduce -13.9% 13,927 $1.1M
Wedmont Private Capital 0.07% Add +0.1% 13,753 $1.1M
Kanawha Capital Management LLC 0.08% Reduce -1.1% 13,811 $1.1M
Moulton Wealth Management, Inc. 0.94% New 13,407 $1.0M
McAdam, LLC 0.06% Reduce -1.1% 13,480 $1.0M
GYL Financial Synergies, LLC 0.08% Add +0.5% 13,458 $1.0M
Oppenheimer & Co. Inc. 0.02% Add +12.9% 13,323 $1.0M
GPS Wealth Strategies Group, LLC 0.15% Reduce -43.5% 13,281 $1.0M
Consolidated Portfolio Review Corp 0.23% Add +18.1% 13,018 $997K
Windsor Capital Management, LLC 0.31% Reduce -12.5% 12,903 $988K
Pinnacle Financial Partners Inc 0.02% Add +0.5% 12,876 $986K
Valeo Financial Advisors, LLC 0.03% Add +21.4% 12,831 $983K
One Charles Private Wealth Services, LLC 0.41% Add +6.9% 12,805 $981K
Highland Peak Capital, LLC 0.68% Reduce -78.5% 12,783 $979K
Kessler Investment Group, LLC 0.52% Add +218.0% 12,658 $969K
D.A. Davidson & Co. 0.01% Add +41.9% 12,643 $968K
Worth Asset Management, LLC 0.57% Add +32.6% 12,577 $963K
Smithbridge Asset Management Inc. 0.20% Reduce -1.3% 12,564 $962K
Fiduciary Group, LLC 0.10% Add +12.2% 12,545 $961K
Crew Capital Management, Ltd 0.76% Reduce -29.3% 12,382 $948K
Birchcreek Wealth Management, LLC 0.53% Reduce -32.4% 12,349 $946K
Ashton Thomas Securities, LLC 0.23% — 12,054 $935K
RiverGlades Family Offices LLC 0.73% No change 12,200 $934K
Sentinel Trust Co. Lba 0.11% Reduce -7.4% 12,186 $933K
Sequoia Financial Advisors, LLC 0.01% Reduce -11.8% 12,170 $932K
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -6.7% 12,167 $932K
Burford Brothers, Inc. 0.54% Add +1.4% 12,120 $928K
Dai-ichi Life Holdings, Inc. 1.08% Reduce -63.3% 12,000 $921K
Provida Pension Fund Administrator 0.02% No change 11,905 $912K
Lodge Hill Capital, LLC 0.29% Reduce -40.2% 11,900 $911K
Nikulski Financial, Inc. 0.29% No change 11,850 $907K
Kovack Advisors, Inc. 0.10% Add +0.4% 11,663 $893K
MTM Investment Management, LLC 0.36% Reduce -15.5% 11,582 $887K
Hengehold Capital Management LLC 0.09% Reduce -9.0% 11,552 $885K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -3.9% 11,549 $884K
Global Retirement Partners, LLC 0.03% Add +12.3% 11,537 $883K
Horizon Financial Services, LLC 0.56% Reduce -14.1% 11,503 $881K
Hilltop Holdings Inc. 0.10% Reduce -53.4% 11,502 $881K
HB Wealth Management, LLC 0.01% Add +60.9% 11,458 $877K
Waldron Private Wealth LLC 0.04% No change 11,417 $874K
Arrien Investments, Inc. 0.68% Reduce -6.6% 11,403 $873K
Gradient Capital Advisors, LLC 0.31% Reduce -6.0% 11,228 $860K
Mission Creek Capital Partners, Inc. 0.21% Reduce -5.1% 11,116 $851K
Sandy Spring Bank 0.04% Reduce -9.9% 11,101 $850K
Flagship Harbor Advisors, LLC 0.05% Reduce -14.7% 11,091 $849K
Prospera Financial Services Inc 0.02% Reduce -13.2% 11,050 $846K
Pettinga Financial Advisors LLC 0.21% Reduce -62.0% 10,918 $836K
O'ROURKE & COMPANY, Inc 0.47% Add +1.4% 10,922 $836K
Jackson, Grant Investment Advisers, Inc. 0.34% Reduce -0.1% 10,874 $833K
Personal Cfo Solutions, LLC 0.13% Reduce -2.2% 10,792 $826K
Signet Financial Management, LLC 0.11% Add +2.1% 10,790 $826K
ARS Investment Partners, LLC 0.08% Add +1.4% 10,699 $819K
L.M. Kohn & Company 0.22% Reduce -6.2% 10,691 $819K
Breed's Hill Capital LLC 0.72% No change 10,659 $816K
Okabena Investment Services Inc. 0.26% No change 10,655 $816K
Privium Fund Management (UK) Ltd 0.32% Add +50.9% 10,674 $816K
Mirabella Financial Services LLP 0.07% Reduce -69.9% 10,561 $809K
Gallagher Fiduciary Advisors, LLC 0.18% Reduce -4.4% 10,329 $791K
Narwhal Capital Management 0.07% No change 10,160 $778K
Roble, Belko & Company, Inc 0.13% No change 10,111 $774K
Great Valley Advisor Group, Inc. 0.02% Reduce -35.1% 10,088 $772K
Roberts Wealth Advisors, LLC 0.26% Reduce -4.5% 9,995 $770K
GAMCO Investors 0.01% No change 10,000 $766K
Choreo, LLC 0.01% New 9,999 $762K
Caprock Group, LLC 0.03% Add +12.8% 9,845 $754K
Thrive Capital Management, LLC 0.34% New 9,796 $750K
Bokf, NA 0.01% Reduce -2.5% 9,655 $739K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -18.6% 9,639 $738K
Avior Wealth Management, LLC 0.03% Reduce -42.4% 9,585 $734K
Thoroughbred Financial Services, LLC 0.05% Add +4.2% 9,570 $732K
Signature Estate & Investment Advisors LLC 0.02% Reduce -22.0% 9,542 $731K
Plimoth Trust Co. LLC 0.19% Reduce -6.4% 9,473 $725K
Allworth Financial LP 0.00% Add +6.0% 9,281 $725K
New Wave Wealth Advisors LLC 0.39% — 9,460 $724K
NCM Capital Management, LLC 0.38% Add +9.3% 9,405 $720K
Evanson Asset Management, LLC 0.05% Add +0.5% 9,375 $718K
Perigon Wealth Management, LLC 0.02% Add +5.8% 9,344 $716K
Good Life Advisors, LLC 0.06% Add +9.1% 9,339 $715K
Parallel Advisors, LLC 0.02% Reduce -0.4% 9,318 $714K
Crestwood Advisors Group, LLC 0.01% Reduce -1.0% 9,314 $713K
Encompass More Asset Management 0.50% Reduce -11.1% 9,107 $697K
CTC Alternative Strategies, Ltd. 0.30% New 9,100 $697K
Mathes Company, Inc. 0.25% No change 9,050 $693K
Investment Advisory Group, LLC 0.27% Reduce -2.5% 8,992 $689K
Avidian Wealth Enterprises, LLC 0.03% Reduce -2.7% 8,959 $686K
Pinnacle Associates Ltd. 0.01% Reduce -0.1% 8,910 $682K
Florida Financial Advisors, LLC 0.41% Add +4.9% 8,878 $680K
Wedbush Securities Inc. 0.02% Reduce -5.9% 8,862 $679K
&partners 0.03% New 8,778 $672K
Capital Advisors, Ltd. LLC 0.09% Add +0.0% 8,777 $672K
Fiduciary Trust Co 0.01% No change 8,774 $672K
KKM Financial LLC 0.32% Reduce -14.0% 8,749 $671K
JFS Wealth Advisors, LLC 0.05% Add +1.9% 8,718 $668K
Ieq Capital, LLC 0.01% Reduce -8.0% 8,718 $668K
International Assets Investment Management, LLC 0.06% Reduce -4.1% 8,708 $667K
Greenline Partners, LLC 0.10% Add +170.6% 8,730 $664K
Mission Wealth Management, LP 0.02% Reduce -28.3% 8,631 $661K
Orleans Capital Management Corp. 0.42% Reduce -18.4% 8,614 $660K
Mgo One Seven LLC 0.03% Reduce -0.2% 8,584 $657K
Monetary Management Group Inc. 0.17% Add +0.3% 8,485 $650K
Thomasville National Bank 0.05% Reduce -2.9% 8,352 $640K
Diversify Advisory Services, LLC 0.04% Reduce -1.5% 8,294 $639K
Koshinski Asset Management, Inc. 0.06% Add +122.6% 8,291 $639K
Level Four Advisory Services, LLC 0.03% Add +115.4% 8,335 $638K
Financial & Tax Architects, LLC 0.17% Reduce -3.7% 8,327 $638K
Valmark Advisers, Inc. 0.01% Add +2.4% 8,196 $628K
Moors & Cabot, Inc. 0.03% Reduce -30.5% 8,189 $627K
NBT Bank, N.A. 0.04% Reduce -0.7% 8,154 $624K
Acropolis Investment Management, LLC 0.04% No change 8,142 $624K
Rehmann Capital Advisory Group 0.04% Add +14.9% 8,110 $621K
Colonial River Investments, LLC 0.33% Reduce -30.4% 8,102 $620K
Girard Partners LTD. 0.06% Add +7.2% 8,059 $617K
9258 Wealth Management, LLC 0.09% Add +3.0% 8,037 $615K
Principal Securities, Inc. 0.02% Reduce -13.2% 7,969 $610K
Providence Capital Advisors, LLC 0.13% Add +2.7% 7,880 $603K
Redwood Financial Network Corp 0.50% Add +2.1% 7,846 $601K
Whittier Trust Co. 0.01% Reduce -15.8% 7,744 $593K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.1% 7,682 $588K
Madden Advisory Services, Inc. 0.30% Reduce -7.8% 7,620 $584K
Private Trust Co. NA 0.06% Reduce -16.4% 7,597 $582K
Buckingham Strategic Wealth, LLC 0.01% Reduce -4.4% 7,588 $581K
Paragon Financial Partners, Inc. 0.45% Reduce -2.1% 7,586 $581K
Ami Investment Management Inc. 0.20% Reduce -2.9% 7,570 $580K
Pinebridge Investments, L.P. 0.00% Add +3.4% 7,540 $577K
Aveo Capital Partners, LLC 0.07% Reduce -4.6% 7,522 $576K
Wealth Effects LLC 0.21% Reduce -13.1% 7,518 $576K
Welch Group, LLC 0.03% New 7,429 $569K
MKT Advisors LLC 0.28% No change 7,369 $568K
Narus Financial Partners, LLC 0.23% Reduce -6.5% 7,320 $561K
North Star Investment Management Corp. 0.04% Add +0.2% 7,313 $560K
StoneX Group Inc. 0.04% Reduce -2.3% 7,304 $559K
Snowden Capital Advisors LLC 0.02% Add +1.1% 7,268 $557K
Beacon Financial Advisory LLC 0.21% Add +12.6% 7,212 $552K
Balboa Wealth Partners 0.15% Add +76.3% 7,209 $552K
Arrow Financial Corp 0.05% No change 7,184 $550K
Aries Wealth Management 0.17% Reduce -13.6% 7,165 $549K
McGuire Investment Group, LLC 0.08% Add +0.8% 7,142 $547K
Key Client Fiduciary Advisors, LLC 0.28% Add +1.9% 7,140 $547K
Mine & Arao Wealth Creation & Management, LLC. 0.26% Reduce -1.0% 7,088 $543K
Marcum Wealth, LLC 0.05% Reduce -7.5% 7,025 $538K
Moneta Group Investment Advisors LLC 0.01% Add +11.1% 7,011 $537K
First National Trust Co 0.02% Reduce -0.1% 6,956 $533K
Rockingstone Advisors LLC 0.27% No change 6,946 $532K
Empirical Asset Management, LLC 0.20% Add +40.8% 6,912 $529K
MBA Advisors LLC 0.27% Add +0.2% 6,796 $520K
3EDGE Asset Management, LP 0.04% Add +139.5% 6,721 $515K
Grant/GrossMendelsohn, LLC 0.23% Reduce -0.2% 6,656 $510K
Creekmur Asset Management LLC 0.13% Reduce -2.4% 6,615 $507K
Gray Wealth Management Inc. 0.22% Add +2.1% 6,615 $507K
Allie Family Office LLC 0.30% Reduce -0.8% 6,579 $504K
Steele Capital Management, Inc. 0.03% No change 6,579 $504K
Shulman DeMeo Asset Management LLC 0.13% Reduce -10.9% 6,564 $503K
CHICAGO TRUST Co NA 0.10% No change 6,557 $502K
DLK Investment Management, LLC 0.21% Add +1.9% 6,531 $500K
BigSur Wealth Management LLC 0.15% New 6,500 $498K
Interchange Capital Partners, LLC 0.18% Add +0.2% 6,468 $495K
Apollon Wealth Management, LLC 0.01% Reduce -22.6% 6,419 $492K
Ingalls & Snyder LLC 0.02% Add +3.6% 6,373 $488K
Platform Technology Partners 0.17% — 6,369 $488K
River Street Advisors LLC 0.30% Reduce -0.6% 6,326 $484K
Lodestone Wealth Management LLC 0.25% Reduce -0.1% 6,314 $483K
KG Capital Management 0.17% Reduce -2.9% 6,307 $483K
Investment Partners, LTD. 0.22% No change 6,300 $482K
SL Advisors, LLC 0.95% Add +0.1% 6,300 $482K
Brighton Jones LLC 0.02% Add +23.9% 6,290 $482K
Visionary Wealth Advisors 0.03% Reduce -4.6% 6,279 $481K
Pictet North America Advisors SA 0.05% Reduce -90.6% 6,139 $470K
BCS Wealth Management 0.23% Reduce -9.7% 6,120 $469K
Larson Financial Group LLC 0.03% Add +84.3% 6,100 $467K
Centric Wealth Management 0.13% New 5,910 $464K
Montecito Bank & Trust 0.09% Reduce -0.6% 6,042 $463K
Phillips Wealth Planners LLC 0.49% Add +0.3% 5,973 $462K
Romano Brothers and Company 0.06% Reduce -0.3% 6,025 $461K
Ally Invest Advisors Inc. 0.04% Add +15.4% 5,964 $457K
Addison Advisors LLC 0.15% Reduce -12.3% 5,955 $456K
Family Firm, Inc. 0.10% Add +0.8% 5,932 $454K
Legacies Wealth LLC 0.39% No change 5,882 $450K
Twin Peaks Wealth Advisors, LLC 0.22% No change 5,870 $450K
Rothschild Wealth LLC 0.15% Reduce -0.0% 5,859 $449K
Bright Futures Wealth Management, LLC. 0.24% Add +13.9% 5,660 $449K
Pacific Sun Financial Corp 0.26% Reduce -1.7% 5,825 $446K
Allen Investment Management, LLC 0.01% No change 5,813 $445K
Arete Wealth Advisors, LLC 0.04% New 5,820 $445K
CGN Advisors LLC 0.05% Add +3.4% 5,807 $445K
Jaffetilchin Investment Partners, LLC 0.04% Add +0.6% 5,788 $443K
WASHINGTON TRUST Co 0.02% Reduce -6.0% 5,788 $443K
Simplicity Wealth,LLC 0.01% Reduce -89.3% 5,778 $442K
MSH Capital Advisors LLC 0.15% Reduce -0.4% 5,776 $442K
Swmg, LLC 0.20% Add +3.2% 5,735 $439K
Hancock Whitney Corp. 0.01% Reduce -4.3% 5,701 $437K
Spinnaker Investment Group, LLC 0.12% Add +2.7% 5,694 $436K
XTX Topco Ltd 0.04% New 5,690 $436K
Constitution Capital LLC 0.23% Add +1.6% 5,665 $434K
LexAurum Advisors, LLC 0.11% Add +2.1% 5,653 $433K
JB Capital LLC 0.03% Add +9.5% 5,638 $432K
BNP Paribas 0.02% Reduce -6.4% 6,271 $431K
USA Financial Formulas 0.07% Reduce -11.6% 5,621 $430K
Prosperity Consulting Group, LLC 0.06% Reduce -4.6% 5,584 $428K
Capital Management Associates, Inc 0.26% Add +0.2% 5,568 $426K
AAFMAA Wealth Management & Trust LLC 0.21% New 5,532 $424K
O'shaughnessy Asset Management, LLC 0.00% Add +67.6% 5,494 $421K
IFP Advisors, Inc 0.02% Add +64.4% 5,464 $418K
Bison Wealth, LLC 0.07% No change 5,406 $413K
Bailard, Inc. 0.01% Add +9.7% 5,348 $410K
AdvisorNet Financial, Inc 0.04% Reduce -1.5% 5,296 $406K
LongView Wealth Management 0.15% Reduce -5.2% 5,292 $405K
Berkeley Capital Partners, LLC 0.12% Add +28.8% 5,258 $403K
Advanced Asset Management Advisors Inc 0.11% Reduce -4.9% 5,235 $401K
Purus Wealth Management, LLC 0.18% Add +4.5% 5,232 $401K
Focus Partners Advisor Solutions, LLC 0.01% Add +8.4% 5,206 $399K
Glen Eagle Advisors, LLC 0.07% Reduce -17.5% 5,204 $399K
Geneos Wealth Management Inc. 0.02% Reduce -3.5% 5,154 $395K
Orser Capital Management, LLC 0.30% No change 2,160 $394K
Comprehensive Financial Consultants Institutional, Inc. 0.15% No change 5,127 $393K
Capital Investment Advisory Services, LLC 0.04% Reduce -0.2% 5,124 $392K
Townsquare Capital LLC 0.01% Add +0.2% 5,121 $392K
Spirepoint Private Client, LLC 0.05% Add +9.9% 5,040 $386K
Shufro Rose & Co. LLC 0.03% Reduce -1.0% 5,035 $386K
Compound Planning, Inc. 0.03% Add +1.4% 4,970 $381K
Executive Wealth Management, LLC 0.07% Reduce -9.9% 4,952 $379K
Bradley Foster & Sargent Inc. 0.01% Add +60.3% 4,914 $376K
Wolverine Trading, LLC 0.01% Reduce -87.1% 4,901 $375K
Atlantic Union Bankshares Corp 0.02% Add +2.4% 4,892 $375K
Capital Advisors Inc. 0.01% No change 4,890 $375K
Certified Advisory Corp 0.05% Reduce -7.4% 4,881 $374K
Trust Point Inc. 0.03% No change 4,877 $373K
Oliver Luxxe Assets LLC 0.08% Add +10.7% 4,874 $373K
Belpointe Asset Management LLC 0.03% Reduce -34.0% 4,845 $371K
Janney Capital Management LLC 0.03% Add +0.3% 4,848 $371K
Lyell Wealth Management, LP 0.04% Reduce -2.9% 4,837 $370K
Coombe, Bender & Co LLC 0.22% No change 4,812 $369K
Point72 Asset Management 0.00% Reduce -75.4% 4,800 $368K
Central Valley Advisors, LLC 0.16% New 1,332 $365K
Ascent Group, LLC 0.03% Reduce -10.1% 4,757 $364K
Verity Asset Management, Inc. 0.14% New 4,737 $363K
Inscription Capital, LLC 0.06% Add +9.5% 4,726 $362K
Regions Financial Corp. 0.00% Add +0.3% 4,704 $360K
Whitener Capital Management, Inc. 0.11% Add +3.9% 4,698 $360K
Smith, Moore & Co. 0.04% Add +0.9% 4,678 $358K
Venture Visionary Partners LLC 0.02% Reduce -30.8% 4,667 $358K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -0.6% 4,667 $357K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.02% New 4,667 $357K
Csenge Advisory Group 0.02% Reduce -27.9% 4,644 $356K
Chilton Capital Management LLC 0.02% No change 4,620 $354K
Central Bank & Trust Co. 0.05% Reduce -24.7% 4,615 $353K
Strategic Blueprint, LLC 0.02% Reduce -13.2% 4,602 $352K
SOA Wealth Advisors, LLC. 0.07% Add +0.7% 4,576 $350K
Accel Wealth Management 0.14% Add +0.1% 4,570 $350K
Rwa Wealth Partners, LLC 0.00% Reduce -1.6% 4,500 $345K
Quadrant Private Wealth Management, LLC 0.08% Add +0.2% 4,496 $344K
Channel Wealth LLC 0.12% Reduce -2.4% 4,453 $341K
Wealthspire Advisors, LLC 0.00% Reduce -8.3% 4,412 $338K
Peoples Bank 0.26% No change 4,398 $337K
Berkshire Asset Management LLC 0.02% New 4,383 $336K
Cornerstone Wealth Management, LLC 0.03% Add +29.3% 4,373 $335K
Zacks Investment Management 0.00% Add +21.4% 4,325 $331K
D.B. Root & Company, LLC 0.11% No change 4,267 $327K
Financial Partners Group, Inc 0.05% Reduce -0.4% 4,263 $326K
ICA Group Wealth Management, LLC 0.19% Reduce -66.6% 4,187 $321K
Composition Wealth, LLC 0.01% Add +18.1% 4,186 $321K
Lanark Financial, Inc. 0.03% Add +23.3% 4,154 $318K
Smith Salley Wealth Management 0.02% Reduce -1.8% 4,134 $317K
Whalerock Point Partners, LLC 0.08% No change 4,132 $316K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -10.5% 4,114 $315K
LaSalle St. Investment Advisors, LLC 0.16% New 3,108 $314K
Fifth Lane Capital, LP 0.70% New 4,094 $314K
Mma Asset Management LLC 0.15% Reduce -63.6% 4,061 $311K
Verdence Capital Advisors LLC 0.03% No change 4,012 $307K
LFA - Lugano Financial Advisors SA 0.23% No change 4,000 $306K
Montag A & Associates Inc. 0.02% Reduce -60.2% 3,998 $306K
Proffitt & Goodson Inc. 0.05% Reduce -0.8% 3,996 $306K
Lynch & Associates 0.07% No change 3,982 $305K
Sequent Planning LLC 0.10% Add +37.1% 4,010 $305K
Smith Anglin Financial, LLC 0.03% Reduce -47.0% 3,962 $303K
Gateway Wealth Partners, LLC 0.09% Reduce -3.0% 3,935 $301K
Petra Financial Advisors Inc. 0.22% Reduce -9.3% 3,922 $300K
Brown Advisory Inc. 0.00% New 3,919 $300K
Keel Point, LLC 0.03% Reduce -47.8% 3,789 $300K
Arlington Capital Management, Inc. 0.26% Add +24.2% 3,906 $299K
First United Bank & Trust 0.11% Reduce -30.9% 3,901 $299K
Sage Financial Management Group, Inc. 0.91% No change 3,888 $298K
HT Partners LLC 0.10% No change 3,824 $293K
Meridian Wealth Advisors, LLC 0.05% No change 3,810 $292K
Kraft, Davis & Associates, LLC 0.09% Reduce -0.2% 3,694 $289K
First Nebraska Trust Co 0.03% No change 3,766 $288K
SeaCrest Wealth Management, LLC 0.03% Reduce -3.7% 3,755 $288K
Abbrea Capital, LLC 0.04% Reduce -2.9% 3,747 $287K
Tocqueville Asset Management L.P. 0.00% No change 3,725 $285K
Occidental Asset Management, LLC 0.05% Add +24.5% 3,710 $284K
Wintrust Investments LLC 0.02% Add +25.0% 3,707 $284K
NorthRock Partners, LLC 0.01% Add +10.3% 3,706 $284K
Burns J W & Co. Inc. 0.04% No change 3,695 $283K
Argent Trust Co 0.01% Add +0.2% 3,684 $282K
First International Bank & Trust 0.10% No change 3,677 $282K
Strategic Financial Concepts, LLC 0.16% Add +4096.4% 298,404 $281K
Etfidea, LLC 0.09% Reduce -3.5% 3,599 $276K
Laidlaw Wealth Management LLC 0.15% Add +7.5% 3,598 $276K
Tyche Wealth Partners LLC 0.07% Add +25.3% 3,567 $273K
Activest Wealth Management 0.09% Reduce -65.7% 3,541 $271K
First Heartland Consultants, Inc. 0.03% Add +0.1% 3,534 $271K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -4.5% 3,505 $268K
Aptus Capital Advisors, LLC 0.01% Reduce -4.8% 3,503 $268K
Hyman Charles D 0.01% No change 3,480 $266K
Vontobel Holding Ltd. 0.00% New 3,473 $266K
Quadcap Wealth Management, LLC 0.05% No change 3,462 $265K
Coldstream Capital Management Inc. 0.01% Reduce -36.7% 3,446 $264K
My Personal CFO, LLC 0.14% Add +0.5% 3,443 $264K
Warner Financial, Inc. 0.13% Reduce -8.8% 3,413 $261K
Dearborn Partners LLC 0.01% Add +8.2% 3,379 $259K
Element Wealth, LLC 0.15% Add +3.6% 3,367 $258K
Manhattan West Asset Management, LLC 0.07% Add +22.5% 3,327 $255K
Balanced Wealth Group LLC 0.12% Add +0.8% 3,343 $254K
Cullen/Frost Bankers, Inc. 0.00% No change 3,306 $253K
Harvey Capital Management Inc. 0.07% No change 3,300 $253K
Integral Investment Advisors, Inc. 0.09% Add +6.5% 3,280 $252K
St. Johns Investment Management Company, LLC 0.12% Reduce -7.1% 3,293 $252K
Simon Quick Advisors, LLC 0.02% No change 3,274 $251K
Appleton Partners Inc. 0.02% Reduce -7.4% 3,266 $250K
WealthBridge Capital Management, LLC 0.08% Reduce -4.4% 3,244 $248K
National Bank of Canada 0.00% Add +41.1% 3,269 $248K
Retirement Planning Co of New England, Inc. 0.13% Add +0.3% 3,230 $247K
Institute for Wealth Management, LLC. 0.03% Add +11.1% 3,218 $246K
Litman Gregory Wealth Management LLC 0.02% No change 3,215 $246K
Capstone Investment Advisors, LLC 0.01% New 3,183 $244K
Aua Capital Management, LLC 0.15% Reduce -8.1% 3,169 $243K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Reduce -84.4% 3,153 $241K
Breakwater Capital Group 0.05% Reduce -6.0% 3,128 $240K
Journey Strategic Wealth LLC 0.01% New 3,127 $239K
Pinnacle Wealth Management Advisory Group, LLC 0.02% No change 3,123 $239K
FineMark National Bank & Trust 0.01% Reduce -0.9% 3,116 $239K
Goelzer Investment Management, Inc. 0.01% Reduce -6.9% 3,103 $238K
NorthCoast Asset Management LLC 0.00% New 3,091 $237K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -10.5% 3,083 $236K
Community Bank, N.A. 0.03% No change 3,075 $235K
One Day In July LLC 0.03% Reduce -1.4% 3,055 $234K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -6.0% 3,050 $234K
Prepared Retirement Institute LLC 0.15% Add +0.8% 3,047 $233K
Joseph P. Lucia & Associates, LLC 0.12% Reduce -9.0% 3,046 $233K
Americana Partners, LLC 0.02% Reduce -0.6% 3,046 $233K
Guyasuta Investment Advisors Inc. 0.02% No change 3,232 $233K
American Planning Services, Inc. 0.16% Reduce -20.8% 3,035 $232K
Hexagon Capital Partners LLC 0.05% Reduce -6.2% 3,032 $232K
Maltin Wealth Management, Inc. 0.12% Add +0.6% 3,012 $231K
King Luther Capital Management Corp. 0.00% New 3,002 $230K
Brand Asset Management Group, Inc. 0.10% No change 3,000 $230K
Tacita Capital Inc 0.16% No change 3,000 $230K
Castle Rock Wealth Management, LLC 0.06% Add +0.5% 3,004 $228K
Commonwealth Financial Services, LLC 0.05% Add +4.5% 2,933 $227K
Strategic Financial Partners, Ltd. 0.12% Reduce -16.4% 2,948 $226K
Destiny Wealth Partners, LLC 0.04% Reduce -11.2% 2,926 $224K
Hardy Reed LLC 0.02% Add +0.2% 2,917 $223K
Keystone Wealth Services, LLC 0.07% Add +1.9% 2,916 $223K
Navellier & Associates Inc. 0.03% New 2,909 $223K
NFSG Corp 0.08% Reduce -49.3% 2,828 $217K
Apeiron RIA LLC 0.07% Add +0.7% 2,822 $216K
Concentric Capital Strategies, LP 0.01% New 2,810 $215K
Triumph Capital Management 0.08% Reduce -25.5% 2,808 $215K
Modern Wealth Management, LLC 0.02% New 2,797 $214K
Tiller Private Wealth, Inc. 0.09% No change 2,790 $214K
Waterloo Capital, L.P. 0.03% Reduce -12.6% 2,780 $213K
Herbst Group, LLC 0.13% Reduce -3.5% 2,772 $212K
Claro Advisors Inc. 0.03% New 2,772 $212K
ARS Wealth Advisors Group, LLC 0.03% New 2,763 $212K
OneDigital Investment Advisors LLC 0.00% New 2,763 $212K
World Investment Advisors 0.01% New 2,749 $211K
Lion Street Advisors, LLC 0.08% Reduce -11.3% 2,743 $210K
Fortis Group Advisors, LLC 0.04% Reduce -94.9% 2,738 $210K
MRA Advisory Group 0.12% No change 2,734 $209K
Country Club Bank 0.01% Add +0.4% 2,702 $208K
Thompson Davis & Co., Inc. 0.18% Add +1.5% 2,713 $208K
Johnson Financial Group, Inc. 0.01% Add +1.7% 2,701 $207K
Prostatis Group LLC 0.07% Reduce -13.9% 2,698 $207K
United Capital Financial Advisors, LLC 0.00% Reduce -29.4% 2,679 $205K
Aurora Private Wealth, Inc. 0.18% Reduce -13.3% 2,677 $205K
Smartleaf Asset Management LLC 0.03% Add +1.8% 2,652 $204K
AQR Capital Management 0.00% Reduce -12.3% 2,662 $204K
Coppell Advisory Solutions LLC 0.03% — 2,655 $203K
Arrowroot Family Office, LLC 0.13% Reduce -27.2% 2,636 $202K
Cherry Tree Wealth Management, LLC 0.05% No change 2,630 $201K
Burke & Herbert Bank & Trust Co. 0.05% New 2,630 $201K
Ancora Advisors LLC 0.00% Add +25.2% 2,466 $189K
Summit Securities Group LLC 0.07% New 2,400 $184K
Bangor Savings Bank 0.02% Add +240.1% 2,340 $179K
Icon Wealth Advisors, LLC 0.02% Reduce -11.9% 2,279 $177K
Howe & Rusling Inc. 0.02% Reduce -24.5% 2,220 $170K
Fairfield Financial Advisors, LTD 0.05% — 2,164 $166K
Carmichael Hill & Associates, Inc. 0.07% Reduce -13.5% 2,129 $163K
CVA Family Office, LLC 0.03% Add +0.4% 2,120 $162K
Front Row Advisors LLC 0.05% No change 2,047 $157K
Tsfg, LLC 0.04% Reduce -2.1% 1,995 $153K
Caldwell Trust Co 0.02% No change 1,992 $153K
Morgan Dempsey Capital Management LLC 0.05% Reduce -6.7% 1,986 $152K
TD Capital Management LLC 0.02% Add +0.2% 1,908 $146K
Deutsche Bank AG 0.00% No change 1,896 $145K
Contravisory Investment Management, Inc. 0.03% New 1,894 $145K
City Holding Co. 0.02% Reduce -11.5% 1,798 $138K
Vestor Capital, LLC 0.01% No change 1,786 $137K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,787 $137K
Y.D. More Investments Ltd 0.01% Add +6.1% 1,735 $133K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,713 $131K
Oakworth Capital, Inc. 0.01% Reduce -5.3% 1,700 $130K
Financial Perspectives, Inc 0.05% No change 1,690 $129K
FinTrust Capital Advisors, LLC 0.02% Add +5.6% 1,659 $127K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +150.2% 1,651 $127K
Bank of New Hampshire 0.03% Reduce -37.9% 1,640 $126K
First PREMIER Bank 0.03% Reduce -0.6% 1,631 $125K
Valley Wealth Managers, Inc. 0.01% No change 1,625 $124K
Nvwm, LLC 0.03% No change 1,581 $121K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% New 1,550 $119K
Coston, McIsaac & Partners 0.04% Reduce -10.9% 1,539 $117K
Tompkins Financial Corp. 0.01% Reduce -8.1% 1,500 $115K
Anchor Investment Management, LLC 0.01% Add +14.4% 1,494 $114K
City State Bank 0.04% No change 1,425 $109K
Independence Bank of Kentucky 0.03% Add +32.5% 1,396 $107K
SouthState Bank Corp 0.01% Reduce -5.6% 1,371 $105K
Mather Group, Llc. 0.00% Add +128.2% 1,353 $103K
WealthCollab, LLC 0.07% No change 1,291 $99K
Colonial Trust Co / SC 0.02% No change 1,280 $98K
Cape Investment Advisory, Inc. 0.04% Add +3.5% 1,255 $96K
Turtle Creek Wealth Advisors, LLC 0.02% No change 1,251 $96K
Emfo, LLC 0.08% No change 1,235 $95K
Caldwell Sutter Capital, Inc. 0.05% No change 1,224 $94K
Pinnacle Bancorp, Inc. 0.03% No change 1,209 $93K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,207 $92K
UMB Bank, n.a. 0.00% Add +91.9% 1,203 $92K
Dunhill Financial, LLC 0.06% No change 1,200 $92K
Capital Investment Counsel, Inc 0.01% No change 1,200 $92K
Solstein Capital, LLC 0.06% No change 1,198 $92K
Sunbelt Securities, Inc. 0.01% Add +8.6% 1,190 $91K
University of Texas/Texas Am Investment Management Co. 0.02% Add +3.1% 1,137 $87K
Bollard Group LLC 0.00% Add +0.4% 1,107 $85K
Byrne Asset Management LLC 0.07% Reduce -3.1% 1,099 $85K
Clearstead Advisors, LLC 0.00% Add +4.7% 1,069 $82K
Syntrinsic LLC 0.03% No change 1,058 $81K
Country Trust Bank 0.00% Reduce -2.7% 1,033 $79K
Archer Investment Corp 0.02% Reduce -1.1% 1,025 $79K
TD Private Client Wealth LLC 0.00% No change 1,023 $78K
Concourse Financial Group Securities, Inc. 0.00% Add +4.2% 1,021 $78K
Abound Wealth Management 0.03% Reduce -47.6% 1,010 $77K
Cordgrass Capital Advisors, LLC 0.02% Reduce -14.8% 1,004 $77K
HM Payson & Co. 0.00% No change 1,000 $77K
Lynx Investment Advisory 0.06% — 999 $77K
Asset Dedication, LLC 0.01% Add +254.8% 990 $76K
Householder Group Estate & Retirement Specialist, LLC 0.02% Reduce -10.9% 988 $75K
Rothschild Investment LLC 0.01% Add +46.3% 960 $74K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -97.3% 952 $73K
IAG Wealth Partners, LLC 0.01% Add +120.7% 949 $73K
Global Financial Private Client, LLC 0.03% No change 940 $72K
Maryland Capital Advisors Inc. 0.04% No change 900 $69K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.7% 900 $69K
Caitlin John, LLC 0.05% Add +6.4% 894 $68K
Financial Network Wealth Advisors LLC 0.05% New 880 $67K
Tyler-Stone Wealth Management 0.03% No change 860 $66K
Pittenger & Anderson Inc. 0.00% No change 843 $65K
Continuum Advisory, LLC 0.01% Add +0.2% 839 $64K
United Community Bank 0.02% No change 788 $60K
Beacon Capital Management, LLC 0.01% Reduce -17.9% 785 $60K
MCF Advisors LLC 0.00% Add +0.4% 783 $60K
Crewe Advisors LLC 0.01% Add +14.6% 783 $60K
Paladin Advisory Group, LLC 0.05% No change 784 $60K
BOK Financial Private Wealth, Inc. 0.00% Add +1.2% 764 $59K
Private Ocean, LLC 0.01% No change 758 $58K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 715 $55K
Adirondack Trust Co. 0.02% Reduce -0.9% 694 $53K
Frazier Financial Advisors, LLC 0.04% Add +14.4% 645 $49K
Atticus Wealth Management, LLC 0.02% Reduce -1.3% 634 $49K
Phillips Financial Management, LLC 0.00% Add +89.7% 626 $48K
Barrett & Company, Inc. 0.02% Add +2.5% 615 $47K
Painted Porch Advisors LLC 0.03% New 588 $45K
Armor Investment Advisors, LLC 0.02% No change 573 $44K
Valley National Advisers Inc. 0.01% No change 562 $43K
Davis Capital Management 0.04% No change 565 $43K
Palouse Capital Management, Inc. 0.03% No change 548 $42K
Tower View Wealth Management LLC 0.02% Add +0.7% 542 $41K
Flputnam Investment Management Co. 0.00% New 536 $41K
Tucker Asset Management LLC 0.01% No change 533 $41K
Founders Financial Alliance, LLC 0.01% No change 531 $41K
Missouri Trust & Investment Co 0.02% No change 525 $40K
Blue Trust, Inc. 0.00% No change 525 $40K
Resources Management Corp. /CT/ 0.01% No change 510 $39K
Ameritas Investment Partners, Inc. 0.00% Reduce -6.3% 487 $37K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -23.5% 485 $37K
Tidemark, LLC 0.02% Reduce -48.6% 473 $36K
Hantz Financial Services, Inc. 0.00% Add +113.1% 471 $36K
DHJJ Financial Advisors, Ltd. 0.01% Add +0.2% 464 $36K
Banque Cantonale Vaudoise 0.00% Reduce -89.4% 461 $35K
Hazlett, Burt & Watson, Inc. 0.02% No change 450 $34K
Avion Wealth 0.01% Add +16.2% 451 $34K
Mark Sheptoff Financial Planning, LLC 0.02% Add +46.3% 439 $34K
Indiana Trust & Investment Management Co 0.01% Reduce -33.6% 439 $34K
Pacific Center for Financial Services 0.01% No change 439 $34K
Cornerstone Planning Group LLC 0.01% Add +2.1% 433 $34K
PSI Advisors, LLC 0.01% No change 438 $34K
Carolinas Wealth Consulting LLC 0.01% Reduce -21.1% 433 $33K
Duncker Streett & Co. Inc. 0.01% No change 428 $33K
Versant Capital Management, Inc 0.01% New 427 $33K
TruNorth Capital Management, LLC 0.01% No change 419 $32K
Founders Capital Management 0.02% Add +9.5% 415 $32K
Mascoma Wealth Management LLC 0.01% No change 415 $32K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.9% 409 $31K
Creative Capital Management Investments LLC 0.02% No change 406 $31K
Rice Partnership, LLC 0.01% Reduce -11.0% 397 $30K
Key Financial Inc 0.01% No change 392 $30K
American National Bank & Trust 0.00% New 387 $30K
Park Place Capital Corp 0.01% No change 385 $29K
Plante Moran Financial Advisors, LLC 0.00% Reduce -25.4% 381 $29K
Nemes Rush Group LLC 0.00% Reduce -65.5% 380 $29K
Balefire, LLC 0.01% Add +481.3% 372 $28K
Signaturefd, LLC 0.00% Reduce -65.8% 372 $28K
Wetzel Investment Advisors, Inc. 0.02% Add +1.1% 366 $28K
Biltmore Family Office, LLC 0.00% No change 350 $27K
Operose Advisors LLC 0.01% No change 348 $27K
EverSource Wealth Advisors, LLC 0.00% Reduce -17.9% 340 $26K
Farther Finance Advisors, LLC 0.00% Reduce -18.4% 338 $26K
Bellevue Asset Management, LLC 0.01% No change 324 $25K
Lindbrook Capital, LLC 0.00% No change 310 $24K
Harbor Investment Advisory, LLC 0.00% Reduce -61.5% 308 $24K
Aspire Private Capital, LLC 0.01% Reduce -25.8% 305 $23K
Ransom Advisory, Ltd 0.01% No change 300 $23K
Pathway Financial Advisers, LLC 0.01% Add +0.7% 277 $21K
Piscataqua Savings Bank 0.02% No change 275 $21K
Dynamic Wealth Strategies, LLC 0.02% No change 272 $21K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 277 $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% No change 249 $19K
ORG Partners LLC 0.00% New 245 $19K
Highline Wealth Partners LLC 0.01% Reduce -73.7% 230 $18K
Sage Mountain Advisors LLC 0.00% No change 223 $17K
Spectrum Wealth Counsel, LLC 0.00% No change 221 $17K
Triad Wealth Partners, LLC 0.01% New 213 $16K
Investors Research Corp 0.00% Add +167.9% 209 $16K
First Command Advisory Services, Inc. 0.00% No change 200 $15K
Friedenthal Financial 0.01% Add +7.3% 192 $15K
Delta Asset Management LLC 0.00% No change 191 $15K
Townsend Asset Management Corp. /NC/ 0.00% Add +0.6% 164 $13K
Union Savings Bank 0.01% No change 150 $11K
Centennial Bank 0.01% Reduce -8.5% 150 $11K
Core Alternative Capital 0.00% No change 150 $11K
SWS Partners 0.00% New 149 $11K
Register Financial Advisors LLC 0.01% Reduce -35.9% 148 $11K
PFS Partners, LLC 0.01% Add +0.7% 142 $11K
Eukles Asset Management 0.00% No change 142 $11K
Salem Investment Counselors Inc. 0.00% No change 140 $11K
REAP Financial Group, LLC 0.00% Reduce -2.9% 133 $10K
Game Plan Financial Advisors, LLC 0.01% Reduce -22.6% 130 $10K
Pacifica Partners Inc. 0.00% No change 130 $10K
Arax Advisory Partners 0.00% No change 125 $10K
Opal Wealth Advisors, LLC 0.00% New 124 $9K
JNBA Financial Advisors 0.00% No change 123 $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% No change 118 $9K
Smithfield Trust Co 0.00% No change 117 $9K
WR Wealth Planners, LLC 0.00% No change 114 $9K
Scarborough Advisors, LLC 0.00% Add +0.9% 106 $8K
Rogco, LP 0.00% No change 105 $8K
Kathleen S. Wright Associates Inc. 0.00% New 102 $8K
New Republic Capital, LLC 0.00% No change 95 $7K
Rakuten Securities, Inc. 0.00% New 94 $7K
Parkside Financial Bank & Trust 0.00% No change 93 $7K
GAMMA Investing LLC 0.00% New 93 $7K
Janiczek Wealth Management, LLC 0.00% No change 91 $7K
JDM Financial Group LLC 0.00% No change 84 $6K
Gold Investment Management Ltd. 0.00% No change 84 $6K
Signature Resources Capital Management, LLC 0.01% No change 80 $6K
Covestor Ltd 0.00% Add +8100.0% 82 $6K
POM Investment Strategies, LLC 0.00% New 68 $5K
Mendota Financial Group, LLC 0.00% No change 65 $5K
St Germain D J Co. Inc. 0.00% No change 65 $5K
Naples Money Management LLC 0.00% New 57 $4K
Global Trust Asset Management, LLC 0.00% No change 53 $4K
Arvest Investments, Inc. 0.00% No change 51 $4K
Logan Capital Management Inc. 0.00% No change 50 $4K
Nordwand Advisors, LLC 0.00% No change 50 $4K
Compass Wealth Management LLC 0.00% No change 48 $4K
Brown Brothers Harriman & Co. 0.00% Reduce -97.3% 47 $4K
MGB Wealth Management, LLC 0.00% No change 40 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 41 $3K
Evermay Wealth Management LLC 0.00% No change 35 $3K
Olistico Wealth, LLC 0.00% New 35 $3K
Russell Investments Group, Ltd. 0.00% Reduce -82.0% 35 $3K
SJS Investment Consulting Inc. 0.00% No change 33 $3K
CBIZ Investment Advisory Services, LLC 0.00% New 28 $2K
Daiwa Securities Group Inc. 0.00% New 32 $2K
Cranbrook Wealth Management, LLC 0.00% No change 26 $2K
Broadwater Capital Management LLC 0.00% No change 22 $2K
Sound Income Strategies, LLC 0.00% New 22 $2K
Redwood Wealth Management Group, LLC 0.00% New 20 $2K
DecisionPoint Financial, LLC 0.00% Reduce -15.0% 17 $1K
Family Asset Management, LLC 0.00% Reduce -7.7% 12 $919
Dogwood Wealth Management LLC 0.00% New 11 $842
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $780
Gradient Investments LLC 0.00% New 9 $689
Raleigh Capital Management Inc. 0.00% Reduce -81.3% 6 $423
Global Wealth Strategies & Associates 0.00% No change 4 $306
GoalVest Advisory LLC 0.00% No change 2 $161
Parallax Volatility Advisers, L.P. 0.00% No change 1 $77
McClarren Financial Advisors, Inc. 0.00% Reduce -90.6% 76 $62
Centerpoint Advisors, LLC 0.00% No change 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.