SS Consumer Staples Sel SectXLPETF

13F holders, Q3 2024 (September 30)
1,143holders +69
136new positions
72sold out
8famous investors
$82.96avg. 13F price*

At the end of Q3 2024, 1,143 institutions reported holding SS Consumer Staples Sel Sect (XLP) in their 13F filings, up 69 from Q2 2024. 136 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($2.4B), Barclays PLC ($853.1M) and Morgan Stanley ($808.6M). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
SS Consumer Staples Sel Sect
Filed as
SELECT SECTOR SPDR TR (Q3 2024)
CUSIP
81369Y308
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions136$248.9M
Exits72$375.2M

All 13F filers, Q2 2024 → Q3 2024: 22,109,030 shares bought and 23,402,901 shares sold, net −1,293,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,143 holders

Bank of America Corp. 0.21% Reduce -2.0% 28,591,266 $2.4B
Barclays PLC 0.38% Reduce -24.9% 10,278,745 $853.1M
Morgan Stanley 0.06% Reduce -3.7% 9,742,310 $808.6M
Goldman Sachs Group Inc. 0.13% Reduce -36.4% 7,941,108 $659.1M
JPMorgan Chase & Co. 0.04% Add +31.4% 6,363,821 $528.2M
Envestnet Asset Management Inc. 0.12% Add +15.5% 4,525,660 $375.6M
Wells Fargo & Company 0.07% Reduce -1.5% 3,705,503 $307.6M
Ameriprise Financial Inc. 0.08% Add +43.6% 3,648,672 $302.8M
BNP Paribas Financial Markets 0.28% Reduce -30.4% 3,467,777 $287.8M
Raymond James & Associates 0.17% Add +18.1% 3,382,300 $280.7M
LPL Financial LLC 0.12% Add +12.7% 3,369,766 $279.7M
Healthcare of Ontario Pension Plan Trust Fund 0.60% Reduce -36.8% 2,972,000 $246.7M
UBS Group AG 0.07% Add +3.0% 2,944,769 $244.4M
Harel Insurance Investments & Financial Services Ltd. 4.13% Add +7.3% 2,883,835 $239.4M
Clal Insurance Enterprises Holdings Ltd 2.03% Reduce -18.8% 2,767,000 $229.7M
Menora Mivtachim Holdings LTD. 1.44% Add +199.2% 2,752,129 $228.4M
Janney Montgomery Scott LLC 0.61% Add +22.9% 2,614,128 $217.0M
Truist Financial Corp. 0.32% Add +20.6% 2,480,734 $205.9M
State Street Corp. 0.01% Add +826.7% 2,462,344 $204.4M
Nissay Asset Management Corp. /Japan 1.25% Reduce -26.1% 2,380,083 $197.5M
WestEnd Advisors, LLC 4.66% Add +25.1% 2,286,233 $189.8M
CHURCHILL MANAGEMENT Corp 2.14% Add +93.2% 2,242,742 $186.1M
Migdal Insurance & Financial Holdings Ltd. 2.71% Add +122320.5% 2,021,163 $167.8M
Citigroup Inc. 0.15% Add +16.0% 1,933,000 $160.4M
Charles Schwab Investment Management Inc. 0.03% Reduce -3.0% 1,791,932 $148.7M
Phoenix Financial Ltd. 2.05% Add +23.4% 1,667,966 $138.4M
Fisher Asset Management 0.05% Reduce -3.5% 1,559,585 $129.4M
Royal Bank of Canada 0.03% Add +4.2% 1,373,420 $114.0M
PGIM Custom Harvest LLC 1.77% Add +19.4% 1,056,580 $87.7M
Raymond James Financial Services Advisors, Inc. 0.11% Add +7.4% 1,027,548 $85.3M
Agf Management Ltd. 0.39% Reduce -4.8% 915,709 $76.0M
Cetera Investment Advisers 0.14% Reduce -1.7% 762,313 $63.3M
Millennium Management 0.06% Add +101.6% 737,243 $61.2M
Victory Capital Management Inc. 0.06% Add +27.5% 729,786 $60.6M
Commonwealth Equity Services, LLC 0.08% Reduce -1.4% 631,885 $52.4M
Conservest Capital Advisors, Inc. 5.15% Add +3.1% 658,123 $50.3M
Assetmark, Inc. 0.14% Add +137.6% 596,473 $49.5M
Capital Investment Advisors, LLC 1.01% Add +6.8% 589,663 $48.9M
EP Wealth Advisors, LLC 0.40% Add +5.2% 566,932 $47.1M
Natixis 0.28% Reduce -0.6% 550,000 $45.6M
Osaic Holdings, Inc. 0.10% Add +0.7% 544,480 $45.2M
Stifel Financial Corp. 0.05% Add +20.2% 537,015 $44.6M
BlackRock, Inc. 0.00% — 490,948 $40.7M
KCM Investment Advisors LLC 1.22% Add +2.3% 429,633 $35.7M
Alps Advisors Inc. 0.24% Add +3.4% 426,241 $35.4M
Greenwood Gearhart LLC 2.90% Add +9.2% 419,814 $34.8M
HighTower Advisors, LLC 0.05% Reduce -4.9% 403,655 $33.5M
Citadel Advisors 0.04% Add +62.5% 402,709 $33.4M
Trust Asset Management LLC 2.63% No change 397,575 $33.0M
MML Investors Services, LLC 0.12% Add +5.4% 392,131 $32.5M
Flaharty Asset Management, LLC 4.57% Reduce -0.7% 391,602 $32.5M
Qube Research & Technologies Ltd 0.06% Add +183.9% 375,686 $31.2M
Advisory Alpha, LLC 1.10% Add +22.2% 371,389 $30.8M
CW Advisors, LLC 0.41% Reduce -0.8% 368,741 $30.6M
Swan Global Investments, LLC 1.46% Reduce -10.0% 364,231 $30.2M
Twin Tree Management, LP 0.70% Add +274.9% 360,859 $30.0M
Thrivent Financial for Lutherans 0.06% Add +4.7% 352,230 $29.2M
Mirae Asset Securities (usa) Inc. 1.68% No change 350,000 $29.1M
Factory Mutual Insurance Co. 0.29% No change 336,700 $27.9M
Kingsview Wealth Management, LLC 0.57% Add +82.5% 326,982 $27.1M
J.Safra Asset Management Corp 2.47% Add +1.7% 313,726 $26.0M
Exchange Traded Concepts, LLC 0.61% Reduce -13.5% 309,198 $25.7M
Cambridge Investment Research Advisors, Inc. 0.09% Add +4.9% 301,380 $25.0M
Susquehanna International Group, LLP 0.04% Reduce -44.1% 292,397 $24.3M
AlphaStar Capital Management, LLC 1.78% Add +8.3% 270,003 $22.4M
Gerber Kawasaki Wealth & Investment Management 1.01% Add +5.4% 264,141 $21.9M
US Bancorp \de 0.03% Reduce -1.8% 259,305 $21.5M
Rockefeller Capital Management L.P. 0.05% Add +4.0% 243,833 $20.2M
Flagship Harbor Advisors, LLC 1.10% Add +2072.4% 240,936 $20.0M
Westwood Holdings Group Inc. 0.14% New 219,050 $18.2M
RiverFront Investment Group, LLC 0.41% Add +2.6% 209,548 $17.4M
Armstrong Advisory Group, Inc. 1.43% Reduce -19.9% 208,124 $17.3M
Janney Capital Management LLC 1.15% Add +4131.1% 205,126 $17.0M
Steward Partners Investment Advisory, LLC 0.15% Add +286.4% 201,655 $16.7M
Private Advisor Group, LLC 0.10% Add +9.1% 198,385 $16.5M
Full Sail Capital, LLC 1.05% Add +0.1% 197,894 $16.4M
Sanctuary Advisors, LLC 0.10% Add +7.4% 197,534 $16.2M
GM Advisory Group, LLC 0.96% Add +7.6% 192,966 $16.0M
Cornerstone Advisors, LLC 0.63% Add +97.3% 192,600 $16.0M
Peapack Gladstone Financial Corp. 0.23% Add +0.1% 191,083 $15.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.43% Reduce -50.5% 189,610 $15.7M
PNC Financial Services Group, Inc. 0.01% Add +8.7% 189,131 $15.7M
Mariner, LLC 0.03% Reduce -13.9% 187,661 $15.6M
Foundations Investment Advisors, LLC 0.32% Add +7.0% 185,956 $15.4M
Passaic Partners LLC 2.22% New 178,541 $14.8M
MAI Capital Management 0.14% Reduce -5.4% 175,270 $14.5M
Appian Way Asset Management LP 3.21% New 172,192 $14.3M
Estate Counselors, LLC 1.48% Reduce -0.1% 172,017 $14.3M
Bar Harbor Wealth Management 0.91% Add +0.1% 171,278 $14.2M
Biltmore Wealth Management, LLC 5.82% Reduce -2.9% 170,830 $14.2M
Northern Trust Corp. 0.00% Add +4.7% 170,027 $14.1M
Equitable Holdings, Inc. 0.14% Reduce -4.7% 169,491 $14.1M
Prime Capital Investment Advisors, LLC 0.20% Reduce -3.0% 168,011 $13.9M
Clarity Financial LLC 1.62% Add +3.9% 166,432 $13.8M
Valence8 US LP 5.98% Reduce -1.8% 165,267 $13.7M
Hudson Bay Capital Management LP 0.11% Add +153.8% 165,000 $13.7M
Rothschild Capital Partners, LLC 3.82% Add +15.8% 164,847 $13.7M
Balyasny Asset Management L.P. 0.04% Add +68.0% 160,202 $13.3M
Corient Private Wealth LP 0.02% Add +76.7% 155,174 $12.9M
Prestige Wealth Management Group LLC 2.64% Reduce -7.3% 153,338 $12.7M
Trek Financial, LLC 0.95% Reduce -0.1% 152,988 $12.7M
Creative Planning 0.01% Reduce -0.6% 152,476 $12.7M
Krilogy Financial LLC 0.85% Add +6.5% 148,167 $12.3M
Ayalon Insurance Comp Ltd. 3.83% Add +30.6% 148,039 $12.3M
J.W. Cole Advisors, Inc. 0.50% Add +5.2% 142,401 $11.8M
New Harbor Financial Group, LLC 3.35% New 140,473 $11.7M
Private Wealth Advisors, LLC 4.73% Reduce -28.8% 140,384 $11.6M
Spire Wealth Management 0.39% Add +9.4% 139,707 $11.6M
Kestra Advisory Services, LLC 0.06% Add +1.2% 139,566 $11.6M
GTS Securities LLC 0.23% Add +23.2% 137,973 $11.5M
Pacific Capital Wealth Advisors, Inc. 1.89% Reduce -8.3% 135,489 $11.2M
Evolution Wealth Advisors, LLC 1.96% Add +1.4% 130,687 $10.8M
NewEdge Advisors, LLC 0.07% Add +1.2% 130,286 $10.8M
Atria Wealth Solutions, Inc. 0.12% Add +16.7% 129,903 $10.8M
Sharper & Granite LLC 4.79% Add +1.3% 129,464 $10.7M
Integrated Wealth Concepts LLC 0.13% Add +10.9% 129,356 $10.7M
Renaissance Technologies 0.02% Add +372.7% 126,200 $10.5M
Global Endowment Management, LP 1.05% No change 125,035 $10.4M
J. Goldman & Co LP 0.45% New 123,554 $10.3M
Sumitomo Mitsui Financial Group, Inc. 0.23% Reduce -4.2% 122,068 $10.1M
Prudential Financial Inc. 0.01% Add +14.4% 121,639 $10.1M
DAVENPORT & Co LLC 0.06% Add +22.8% 119,036 $9.9M
B. Riley Wealth Advisors, Inc. 0.27% Add +50.0% 119,261 $9.8M
Turtle Creek Wealth Advisors, LLC 1.94% Add +9224.0% 116,643 $9.7M
WFA Asset Management Corp 5.22% Reduce -16.3% 115,719 $9.6M
TD Waterhouse Canada Inc. 0.08% Add +7.9% 115,834 $9.6M
IHT Wealth Management, LLC 0.27% Add +45.2% 115,366 $9.6M
Ameraudi Asset Management, Inc. 4.27% New 112,916 $9.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% New 111,598 $9.3M
Prudent Investors Network, Inc. 2.81% Add +18.7% 110,471 $9.2M
Salomon & Ludwin, LLC 0.93% Reduce -7.3% 110,166 $9.2M
Orion Porfolio Solutions, LLC 0.09% Reduce -9.6% 110,112 $9.1M
Orion Portfolio Solutions, LLC 0.09% Reduce -9.6% 110,112 $9.1M
Capital Insight Partners, LLC 1.60% Add +4.6% 110,022 $9.1M
Stillwater Capital Advisors, LLC 1.15% Add +20.0% 107,436 $8.9M
Focus Partners Wealth 0.03% Add +22.1% 106,827 $8.9M
Concurrent Investment Advisors, LLC 0.26% Add +14.2% 106,345 $8.8M
Spinnaker Trust 0.54% Reduce -0.6% 105,290 $8.7M
Cresset Asset Management, LLC 0.03% Add +0.3% 105,058 $8.7M
Park Avenue Securities LLC 0.10% Reduce -25.6% 103,713 $8.6M
Novare Capital Management LLC 0.72% Reduce -4.2% 102,199 $8.5M
IFG Advisory, LLC 0.52% Add +1.1% 99,196 $8.2M
IMZ Advisory Inc 3.80% Reduce -8.4% 100,747 $8.2M
United Asset Strategies, Inc. 0.76% Add +4.1% 97,677 $8.1M
Rooted Wealth Advisors, Inc. 3.60% Add +50.6% 99,959 $8.1M
Kwmg, LLC 0.81% Add +0.6% 96,796 $8.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.10% New 96,400 $8.0M
Robertson Stephens Wealth Management, LLC 0.29% Add +168.3% 96,141 $8.0M
Tidal Investments LLC 0.09% New 95,220 $7.9M
LifePlan Financial, LLC 6.75% Add +1.8% 94,702 $7.9M
First Merchants Corp. 0.30% Reduce -1.1% 94,317 $7.8M
Ironwood Wealth Management, Inc. 3.81% Reduce -0.3% 95,437 $7.8M
Atria Investments, Inc 0.10% Add +3.4% 93,474 $7.8M
First Interstate Bank 0.46% Reduce -0.8% 91,105 $7.6M
Fortis Group Advisors, LLC 1.40% Add +3222.5% 90,969 $7.6M
WCG Wealth Advisors LLC 0.51% New 90,529 $7.5M
Transform Wealth, LLC 0.50% Add +9.5% 90,382 $7.5M
Circle Wealth Management, LLC 0.16% Add +0.1% 89,400 $7.4M
Money Concepts Capital Corp. 0.56% Add +0.7% 89,371 $7.4M
Fifth Third Securities, Inc. 0.70% Add +1.5% 88,868 $7.4M
Bank of Montreal 0.00% Add +9.2% 88,373 $7.3M
SG Americas Securities, LLC 0.03% Add +220.0% 86,513 $7.2M
German American Bancorp, Inc. 0.75% Add +7.6% 84,908 $7.0M
HSBC Holdings PLC 0.00% Add +344.9% 84,002 $7.0M
Old National Bancorp 0.16% Reduce -8.3% 81,882 $6.8M
Theory Financial LLC 2.98% Add +50.8% 84,329 $6.8M
Measured Wealth Private Client Group, LLC 2.26% Add +53.8% 81,291 $6.7M
Insight Wealth Strategies, LLC 0.88% New 80,501 $6.7M
Great Lakes Advisors, LLC 0.06% Reduce -0.1% 79,441 $6.6M
Graypoint LLC 0.42% Reduce -2.8% 78,706 $6.5M
Stratos Wealth Advisors, LLC 0.29% Add +3.2% 76,326 $6.3M
Howard Capital Management Group, LLC 0.44% Reduce -3.7% 76,042 $6.3M
Alaska Permanent Fund Corp 0.09% Reduce -73.1% 75,918 $6.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -3.0% 75,357 $6.3M
Bessemer Group Inc. 0.01% Add +33.9% 73,024 $6.1M
WT Wealth Management 1.94% Add +23.9% 73,647 $6.1M
Enclave Advisors LLC 1.02% — 72,473 $6.0M
Comerica Bank 0.02% Add +8.0% 72,027 $6.0M
Gunma Bank,Ltd. 2.44% New 71,316 $5.9M
Cornerstone Wealth Group, LLC 0.49% Reduce -3.1% 70,857 $5.9M
Cibc World Market Inc. 0.01% Add +6.3% 70,573 $5.9M
Brave Asset Management Inc. 1.45% Add +1.6% 70,371 $5.8M
Dynamic Advisor Solutions LLC 0.17% Add +6.1% 69,454 $5.8M
Innealta Capital, LLC 2.30% No change 67,961 $5.6M
Ashton Thomas Private Wealth, LLC 0.30% Add +35.3% 67,780 $5.6M
Amarillo National Bank 1.02% No change 67,550 $5.6M
Redhawk Wealth Advisors, Inc. 0.80% New 67,408 $5.6M
Albar Capital Ltd 1.26% New 67,403 $5.6M
Harrell Investment Partners, LLC 1.57% Add +26.3% 66,960 $5.6M
Ferguson Wellman Capital Management, Inc. 0.11% Reduce -5.7% 66,957 $5.6M
Sigma Planning Corp 0.17% Reduce -9.9% 66,517 $5.5M
One Wealth Map LLC 3.23% Add +3.6% 66,401 $5.5M
Sage Capital Management, LLC 2.60% Add +4.0% 65,203 $5.4M
Maven Securities LTD 0.61% Reduce -44.9% 64,965 $5.4M
Makena Capital Management LLC 1.29% Reduce -51.0% 64,860 $5.4M
Ocean Park Asset Management, LLC 0.24% New 64,821 $5.4M
NWF Advisory Services Inc. 0.77% Add +14.5% 63,720 $5.3M
AdvisorShares Investments LLC 1.00% New 62,900 $5.2M
Fca Corp. 1.60% Add +2.9% 62,830 $5.2M
Destination Wealth Management 0.16% Reduce -1.8% 62,228 $5.2M
Trilogy Capital Inc. 0.26% Reduce -20.5% 61,921 $5.1M
Gladstone Institutional Advisory LLC 0.25% Reduce -15.8% 61,913 $5.1M
Dupont Capital Management Corp. 0.43% New 61,686 $5.1M
Premier Path Wealth Partners, LLC 0.80% Add +5.0% 61,056 $5.1M
Vickerman Investment Advisors, Inc. 1.48% Add +1.5% 60,622 $5.0M
Capital Investment Advisory Services, LLC 0.48% Add +1081.9% 60,562 $5.0M
Alerus Financial NA 0.37% Reduce -1.9% 60,478 $5.0M
Meitav Investment House Ltd. 0.08% Add +211.5% 60,744 $5.0M
FMR LLC 0.00% Add +16.4% 59,923 $5.0M
Continuum Wealth Advisors, LLC 2.66% New 59,661 $5.0M
Winthrop Capital Management, LLC 2.35% Reduce -1.8% 59,556 $4.9M
Pathstone Holdings, LLC 0.02% Add +3.5% 58,046 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 58,000 $4.8M
Jefferies Financial Group Inc. 0.08% New 57,832 $4.8M
Paloma Partners Management Co 0.33% Add +51.6% 57,268 $4.8M
Fifth Third Bancorp 0.02% Reduce -3.2% 57,013 $4.7M
Financial Advocates Investment Management 0.27% Add +52.6% 55,151 $4.7M
Long Run Wealth Advisors, LLC 1.11% Reduce -2.1% 56,806 $4.7M
Astor Investment Management LLC 2.25% Reduce -5.5% 56,614 $4.7M
Martin & Co. Inc. 1.09% Add +0.1% 56,003 $4.6M
Callan Capital, LLC 0.32% Reduce -4.5% 55,839 $4.6M
Focus Financial Network, Inc. 0.19% Add +1.2% 55,728 $4.6M
Algorithmic Investment Models, LLC 3.38% Add +3.5% 55,535 $4.6M
Avantax Advisory Services, Inc. 0.03% Reduce -34.1% 55,210 $4.6M
Associated Banc-Corp 0.13% Reduce -0.1% 55,204 $4.6M
Dakota Wealth Management 0.10% Reduce -5.4% 55,125 $4.6M
WBH Advisory Inc. 0.43% Reduce -4.2% 54,225 $4.5M
AlphaMark Advisors, LLC 1.55% Reduce -7.2% 54,076 $4.5M
IronBridge Private Wealth, LLC 1.67% New 53,769 $4.5M
Lowe Brockenbrough & Co. Inc. 0.28% Reduce -19.9% 53,688 $4.5M
Sound View Wealth Advisors Group, LLC 0.36% Add +64.4% 53,229 $4.4M
M&T Bank Corp 0.01% Add +12.6% 52,158 $4.3M
Stockman Wealth Management, Inc. 0.66% Add +4.2% 51,455 $4.3M
Marshall Wace, LLP 0.01% Reduce -63.8% 51,269 $4.3M
MMBG Investment Advisors Co. 0.44% No change 51,257 $4.3M
Capstone Wealth Management Group, LLC 2.52% Add +14.3% 51,203 $4.2M
Founders Financial Securities LLC 0.39% Add +24.9% 50,985 $4.2M
Centaurus Financial, Inc. 0.27% Add +213.6% 50,966 $4.2M
Summit Trail Advisors, LLC 0.10% Reduce -3.9% 49,792 $4.1M
Synovus Financial Corp. 0.05% Add +12.9% 49,754 $4.1M
Simmons Bank 0.30% Reduce -0.7% 49,734 $4.1M
Simplex Trading, LLC 0.14% Add +100.4% 49,523 $4.1M
Pallas Capital Advisors LLC 0.17% Add +4.9% 49,878 $4.1M
Baird Financial Group, Inc. 0.01% Add +38.3% 48,245 $4.0M
Orange Investment Advisors, Inc. 0.44% Reduce -4.3% 47,914 $4.0M
Sabal Trust CO 0.22% Add +0.8% 47,910 $4.0M
CoreCap Advisors, LLC 0.19% Reduce -5.5% 47,827 $4.0M
Moulton Wealth Management, Inc. 3.28% Add +259.7% 48,219 $3.9M
Capital Advantage, Inc. 0.75% Reduce -9.7% 47,224 $3.9M
Benjamin Edwards Inc. 0.06% New 47,089 $3.9M
Waverly Advisors, LLC 0.07% Reduce -0.3% 46,030 $3.8M
GAMCO Investors 0.04% Add +360.0% 46,000 $3.8M
Financial Enhancement Group LLC 0.74% New 49,865 $3.8M
Great Valley Advisor Group, Inc. 0.09% Add +351.0% 45,498 $3.8M
Providence First Trust Co 1.58% Add +0.8% 44,942 $3.7M
Geneos Wealth Management Inc. 0.14% Add +770.9% 44,887 $3.7M
Sykon Capital LLC 1.30% Reduce -4.7% 44,426 $3.7M
PCG Wealth Advisors, LLC 1.42% Add +1.6% 44,307 $3.7M
Apexium Financial, LP 0.24% Reduce -2.9% 44,015 $3.7M
Toth Financial Advisory Corp. 0.43% Add +1.7% 43,611 $3.6M
Yelin Lapidot Holdings Management Ltd. 0.60% No change 43,611 $3.6M
Vista Finance, LLC 4.84% New 43,045 $3.6M
Veltria Advisors Corp. 1.41% No change 42,988 $3.6M
Edgestream Partners, L.P. 0.16% Reduce -34.7% 42,878 $3.6M
Advisory Services Network, LLC 0.07% No change 46,449 $3.6M
Brookstone Capital Management 0.05% Add +21.3% 42,734 $3.5M
Managed Asset Portfolios, LLC 0.50% New 42,707 $3.5M
Transcend Capital Advisors, LLC 0.24% Add +22.9% 42,642 $3.5M
Jones Financial Companies LLLP 0.00% Add +56.6% 42,514 $3.5M
TrinityPoint Wealth, LLC 0.51% Add +30.9% 42,384 $3.5M
Walleye Trading LLC 0.08% New 42,079 $3.5M
RFG Advisory, LLC 0.11% Add +159.1% 42,021 $3.5M
Ellis Investment Partners, LLC 0.68% Reduce -1.4% 41,903 $3.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -29.6% 41,703 $3.5M
Freedom Investment Management, Inc. 0.28% Add +21.1% 41,590 $3.5M
Horizon Investments, LLC 0.09% Add +56.7% 41,222 $3.4M
Anfield Capital Management, LLC 1.30% Add +6.3% 41,205 $3.4M
Regal Investment Advisors LLC 0.24% Add +10.9% 41,181 $3.4M
Camelot Technology Advisors, Inc. 3.02% Reduce -6.4% 41,172 $3.4M
Virtu Financial LLC 0.19% Add +80.0% 40,643 $3.4M
Mission Hills Financial Advisory, LLC 2.86% — 42,152 $3.4M
Canton Hathaway, LLC 0.83% Add +3.8% 40,248 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +8.6% 40,248 $3.3M
Lake Hills Wealth Management, LLC 2.22% Reduce -5.0% 39,988 $3.3M
Retirement Planning Group, LLC 0.18% Reduce -0.3% 39,181 $3.3M
Cerity Partners LLC 0.01% Add +6.2% 39,076 $3.2M
Tower Research Capital LLC (TRC) 0.09% Reduce -72.4% 39,032 $3.2M
First Financial Bank - Trust Division 0.30% Reduce -1.0% 38,872 $3.2M
Axxcess Wealth Management, LLC 0.08% Reduce -6.7% 38,717 $3.2M
Darwin Wealth Management, LLC 0.87% Reduce -21.3% 38,355 $3.2M
AE Wealth Management LLC 0.03% Add +11.6% 37,856 $3.1M
Franklin Resources Inc. 0.00% Reduce -2.1% 38,051 $3.1M
Vectors Research Management, LLC 0.94% Reduce -56.8% 37,571 $3.1M
CreativeOne Wealth, LLC 0.11% Add +145.4% 37,465 $3.1M
Cwm, LLC 0.01% Add +1.9% 37,404 $3.1M
Worth Asset Management, LLC 1.68% Add +196.8% 37,324 $3.1M
Main Street Financial Solutions, LLC 0.28% Add +0.1% 37,215 $3.1M
Private Wealth Group, LLC 1.54% No change 37,211 $3.1M
Centiva Capital, LP 0.14% New 37,002 $3.1M
Berger Financial Group, Inc 0.22% Reduce -5.7% 36,498 $3.0M
Delos Wealth Advisors, LLC 2.64% Add +5.0% 36,399 $3.0M
Summit Financial, LLC 0.12% Add +26.1% 36,276 $3.0M
Richard W. Paul & Associates, LLC 1.08% Reduce -2.7% 36,118 $3.0M
Cedar Mountain Advisors, LLC 0.67% Add +6.3% 35,983 $3.0M
Financial Counselors Inc. 0.04% Add +0.2% 35,876 $3.0M
Trust Co 0.36% Add +18.1% 35,721 $3.0M
Granite Harbor Advisors, Inc. 1.75% Add +4.1% 35,607 $3.0M
Manchester Capital Management LLC 0.35% Add +0.6% 35,596 $3.0M
Stephens Inc. 0.04% Reduce -2.4% 35,477 $2.9M
Citizens Financial Group Inc. 0.06% Add +9.5% 35,196 $2.9M
Capital Advisors Wealth Management, LLC 0.54% New 35,155 $2.9M
Stratos Wealth Partners, LTD. 0.04% Add +50.3% 34,806 $2.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.11% Reduce -3.0% 34,801 $2.9M
AMG National Trust Bank 0.08% Reduce -29.4% 34,715 $2.9M
Rockport Wealth LLC 0.77% Add +38.0% 34,694 $2.9M
Allred Capital Management, LLC 1.13% Add +1.1% 34,595 $2.9M
Captrust Financial Advisors 0.01% Add +24.7% 34,557 $2.9M
Smith Salley Wealth Management 0.19% Add +728.3% 34,240 $2.8M
MV Capital Management, Inc. 0.30% Reduce -2.6% 34,235 $2.8M
Apollon Financial, LLC 0.82% Add +7.6% 33,573 $2.8M
Independent Financial Group, LLC 0.10% Reduce -2.3% 33,484 $2.8M
Chemung Canal Trust Co. 0.56% Reduce -19.0% 33,289 $2.8M
Venturi Wealth Management, LLC 0.14% Add +46.3% 33,153 $2.8M
Peterson Wealth Management 1.75% Add +3.3% 33,074 $2.7M
Centric Wealth Management 0.73% Add +483.0% 34,456 $2.7M
FSC Wealth Advisors, LLC 1.96% Reduce -7.5% 32,929 $2.7M
Schwarz Dygos Wheeler Investment Advisors LLC 0.68% Reduce -1.2% 32,849 $2.7M
Point72 Asset Management 0.01% Add +581.4% 32,707 $2.7M
Acima Private Wealth, LLC 0.91% No change 32,625 $2.7M
Twin Focus Capital Partners, LLC 0.42% Reduce -7.7% 32,352 $2.7M
Wealthcare Advisory Partners LLC 0.08% Add +52.1% 32,330 $2.7M
Harbour Investments, Inc. 0.08% Reduce -5.4% 32,198 $2.7M
III Capital Management 1.46% Add +45.0% 32,150 $2.7M
Tritonpoint Wealth, LLC 0.24% Add +4.1% 31,774 $2.6M
Tiaa Trust, National Association 0.01% Reduce -0.4% 31,407 $2.6M
Retirement Guys Formula LLC 1.21% Reduce -1.8% 31,349 $2.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.39% Reduce -9.3% 31,255 $2.6M
Butensky & Cohen Financial Security, Inc. 0.77% Reduce -1.8% 31,184 $2.6M
Prosperity Consulting Group, LLC 0.20% Add +453.7% 30,918 $2.6M
WP Advisors, LLC 0.93% Reduce -5.2% 30,817 $2.6M
Creative Financial Designs Inc. 0.22% Add +8.0% 30,770 $2.6M
Verus Capital Partners, LLC 0.25% Add +2.3% 30,509 $2.5M
GenTrust, LLC 0.12% New 30,493 $2.5M
Everstar Asset Management, LLC 1.73% — 30,401 $2.5M
Mercer Global Advisors Inc. 0.01% Reduce -7.6% 30,356 $2.5M
Vaughan David Investments LLC 0.06% Add +1.0% 30,171 $2.5M
Diversified, LLC 0.27% Reduce -3.6% 30,018 $2.5M
Diversified Enterprises, LLC 0.27% — 30,018 $2.5M
Kestra Private Wealth Services, LLC 0.05% Reduce -3.6% 29,926 $2.5M
TCV Trust & Wealth Management, Inc. 0.22% Add +5.2% 29,882 $2.5M
Asset Advisors Investment Management, LLC 0.26% Add +1.0% 29,680 $2.5M
Integrated Advisors Network LLC 0.12% Add +7.8% 29,469 $2.4M
Lodge Hill Capital, LLC 0.76% Add +147.1% 29,400 $2.4M
FIL Ltd 0.00% Reduce -4.7% 29,282 $2.4M
WESPAC Advisors SoCal, LLC 0.56% Add +26.8% 28,919 $2.4M
Ledyard National Bank 0.22% Reduce -2.2% 28,775 $2.4M
Sepio Capital, LP 0.19% Reduce -5.6% 28,769 $2.4M
Interactive Financial Advisors, Inc. 1.23% Reduce -0.1% 28,730 $2.4M
Legacy Advisors, LLC 0.26% Add +0.0% 28,504 $2.4M
Flow Traders U.S. LLC 0.12% New 28,314 $2.4M
Western Wealth Management, LLC 0.13% Add +15.3% 28,211 $2.3M
Laurel Wealth Advisors LLC 0.38% Reduce -5.3% 28,174 $2.3M
Hilltop Holdings Inc. 0.15% Add +143.4% 27,994 $2.3M
SMART Wealth LLC 0.91% Add +49.9% 27,923 $2.3M
Primoris Wealth Advisors, LLC 1.66% Reduce -0.3% 27,490 $2.3M
Clear Creek Financial Management, LLC 0.26% Reduce -7.0% 27,283 $2.3M
Bank of New York Mellon Corp 0.00% Add +55.8% 27,243 $2.3M
Castleview Partners, LLC 1.30% Add +3.8% 27,082 $2.2M
&partners 0.04% Add +208.0% 27,037 $2.2M
First Trust Investment Solutions L.P. 0.25% Reduce -8.7% 26,818 $2.2M
Boothbay Fund Management, LLC 0.07% Add +29.4% 26,607 $2.2M
Busey Bank 0.07% Reduce -0.8% 26,571 $2.2M
CX Institutional 0.10% Reduce -17.2% 26,494 $2.2M
Mill Creek Capital Advisors, LLC 0.05% Add +0.2% 26,461 $2.2M
Keybank National Association 0.01% Reduce -2.0% 26,297 $2.2M
Beaumont Financial Advisors, LLC 0.17% Reduce -4.4% 26,295 $2.2M
Elevation Point Wealth Partners, LLC 0.21% Reduce -9.4% 26,209 $2.2M
Ignite Planners, LLC 0.50% Reduce -0.7% 26,192 $2.2M
Nelson Capital Management, LLC 0.36% Add +7.6% 26,038 $2.2M
McKinley Carter Wealth Services, Inc. 0.13% Reduce -67.3% 25,833 $2.1M
Rothschild Wealth LLC 0.64% Add +244.2% 20,168 $2.1M
Asset Allocation Strategies LLC 0.60% Reduce -36.5% 25,425 $2.1M
Smith Thornton Advisors LLC 1.39% Add +1.0% 25,417 $2.1M
Bfsg, LLC 0.24% Reduce -17.9% 25,189 $2.1M
Afg Fiduciary Services Limited Partnership 1.41% Reduce -0.3% 25,529 $2.1M
Walleye Capital LLC 0.02% Reduce -42.8% 25,043 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.6% 24,939 $2.1M
Latitude Advisors, LLC 1.16% New 24,741 $2.1M
Carnegie Investment Counsel 0.06% Reduce -4.1% 24,691 $2.0M
Magnus Financial Group LLC 0.21% Add +38.6% 24,393 $2.0M
Blair William & Co. 0.01% Add +17.3% 24,349 $2.0M
Massachusetts Wealth Management 1.25% Add +6.8% 23,965 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.6% 23,898 $2.0M
Northstar Advisory Group, LLC 1.03% Reduce -68.0% 23,878 $2.0M
Evercore Wealth Management, LLC 0.03% Reduce -7.2% 23,866 $2.0M
Arkadios Wealth Advisors 0.11% Add +6.8% 23,857 $2.0M
Flagstar Securities, Inc. 0.49% Reduce -0.7% 23,487 $1.9M
Elevated Capital Advisors, LLC 0.51% Add +2.0% 23,334 $1.9M
Affiance Financial, LLC 0.47% Reduce -0.5% 23,290 $1.9M
Cooksen Wealth, LLC 1.77% Add +5.0% 22,863 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +0.7% 22,575 $1.9M
M3 Advisory Group, LLC 1.38% Add +1.6% 22,571 $1.9M
WESPAC Advisors, LLC 1.38% New 22,525 $1.9M
Atlas Capital Advisors Inc. 0.28% Add +11.1% 22,398 $1.9M
Navis Wealth Advisors, LLC 2.00% Add +0.5% 22,270 $1.8M
First Horizon Advisors, Inc. 0.05% Add +3.9% 22,105 $1.8M
Sage Capital Advisors,llc 0.48% Add +0.4% 22,020 $1.8M
Virtue Capital Management, LLC 0.36% Reduce -6.1% 21,815 $1.8M
Magnolia Capital Management Ltd. 1.44% No change 21,805 $1.8M
Merit Financial Group, LLC 0.04% Reduce -8.3% 21,804 $1.8M
Cary Street Partners Investment Advisory LLC 0.07% Reduce -4.1% 21,701 $1.8M
Wellington Management Group LLP 0.00% New 21,476 $1.8M
Zullo Investment Group, Inc. 0.74% Add +1.1% 21,417 $1.8M
Shepherd Financial Partners LLC 0.21% Add +1.5% 21,411 $1.8M
Ameritas Advisory Services, LLC 0.08% Reduce -27.1% 21,391 $1.8M
Courier Capital LLC 0.12% New 21,387 $1.8M
Raymond James Trust N.A. 0.04% Add +12.6% 21,247 $1.8M
Signal Advisors Wealth, LLC 0.25% New 21,223 $1.8M
Wealthfront Advisers LLC 0.01% Add +12.1% 21,003 $1.7M
Bray Capital Advisors 0.43% Add +0.0% 20,994 $1.7M
CENTRAL TRUST Co 0.04% Reduce -1.8% 20,613 $1.7M
Bank of Marin 1.38% Add +4.8% 20,596 $1.7M
Ranch Capital Advisors Inc. 0.80% Add +17.8% 20,558 $1.7M
Foguth Wealth Management, LLC. 0.61% Reduce -4.8% 20,814 $1.7M
Miller Investment Management, LP 0.18% Reduce -83.5% 20,269 $1.7M
RPg Family Wealth Advisory, LLC 0.54% Add +9.9% 20,245 $1.7M
Old Second National Bank of Aurora 0.41% Add +0.4% 20,220 $1.7M
Wbi Investments, LLC 0.40% Reduce -7.1% 20,058 $1.7M
Mutual Advisors, LLC 0.05% Reduce -35.8% 20,303 $1.7M
Donald L. Hagan, LLC 0.85% Add +40.8% 19,975 $1.7M
GeoWealth Management, LLC 0.06% Reduce -34.8% 19,861 $1.6M
Planning Directions Inc. 0.98% Reduce -6.0% 19,825 $1.6M
Ausdal Financial Partners, Inc. 0.17% New 19,508 $1.6M
Spreng Capital Management, Inc. 0.77% Reduce -12.8% 19,482 $1.6M
Sowell Financial Services LLC 0.07% Reduce -1.9% 19,457 $1.6M
Chesapeake Wealth Management 0.55% Reduce -7.4% 19,361 $1.6M
Essex LLC 0.33% Add +8.0% 19,190 $1.6M
Westside Investment Management, Inc. 0.33% Add +8.8% 18,867 $1.6M
Glenmede Trust Co. NA 0.01% Reduce -26.3% 18,863 $1.6M
Counterweight Ventures, LLC 1.10% New 18,779 $1.6M
Treynor Bancshares, Inc. 1.58% Reduce -23.9% 18,610 $1.5M
Hanseatic Management Services Inc. 2.18% Reduce -6.1% 18,562 $1.5M
CIBC Private Wealth Group LLC 0.00% Reduce -7.2% 18,526 $1.5M
Mechanics Bank Trust Department 0.20% Add +0.9% 18,471 $1.5M
Perigon Wealth Management, LLC 0.04% Add +95.4% 18,262 $1.5M
Colton Groome Financial Advisors, LLC 0.56% Reduce -1.6% 18,063 $1.5M
Syon Capital LLC 0.13% Add +0.5% 17,984 $1.5M
Keebeck Wealth Management 0.22% Reduce -2.6% 17,899 $1.5M
CMG Global Holdings, LLC 0.84% Add +2.5% 17,831 $1.5M
Scotia Capital Inc. 0.01% Reduce -10.0% 17,816 $1.5M
Crescent Grove Advisors, LLC 0.15% Reduce -0.2% 17,814 $1.5M
Choate Investment Advisors 0.04% No change 17,792 $1.5M
MontVue Capital Management, Inc. 1.13% Add +0.3% 17,778 $1.5M
Morton Community Bank 0.38% Reduce -1.2% 17,713 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +31.4% 17,507 $1.5M
Credit Agricole S A 0.01% New 17,454 $1.4M
Moloney Securities Asset Management, LLC 0.19% Add +1.1% 17,409 $1.4M
HBW Advisory Services LLC 0.21% Add +17.3% 17,377 $1.4M
Crestline Management, L.P. 0.08% New 17,315 $1.4M
First National Bank of Hutchinson 0.92% No change 17,162 $1.4M
High Note Wealth, LLC 0.41% Reduce -4.5% 17,127 $1.4M
Greenland Capital Management LP 0.26% New 17,060 $1.4M
Wilmington Savings Fund Society, FSB 0.03% New 16,976 $1.4M
L.M. Kohn & Company 0.36% Add +58.6% 16,958 $1.4M
Capital Analysts, LLC 0.06% Reduce -1.1% 16,950 $1.4M
Hills Bank & Trust Co 0.11% Reduce -2.8% 16,924 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% New 16,917 $1.4M
Jacobi Capital Management LLC 0.11% Add +7.0% 16,785 $1.4M
Midwest Financial Group LLC 0.82% Reduce -2.1% 16,786 $1.4M
Johnson Investment Counsel Inc. 0.01% Add +3.3% 16,673 $1.4M
Huntington National Bank 0.01% Add +7.0% 16,654 $1.4M
Orca Investment Management, LLC 1.23% Reduce -3.9% 16,469 $1.4M
Weaver Capital Management LLC 0.41% Reduce -0.2% 16,350 $1.4M
Kennicott Capital Management LLC 0.52% Add +2.0% 16,321 $1.4M
Colony Family Offices, LLC 0.42% Add +0.3% 16,294 $1.4M
Old Mission Capital LLC 0.03% New 16,243 $1.3M
Two Sigma Securities, LLC 0.11% New 16,213 $1.3M
Lido Advisors, LLC 0.01% Reduce -8.2% 16,179 $1.3M
Wesbanco Bank Inc. 0.05% No change 16,170 $1.3M
Transamerica Financial Advisors, LLC 0.13% Reduce -0.7% 16,015 $1.3M
Banque Pictet & Cie SA 0.01% No change 15,790 $1.3M
V2 Financial group LLC 0.84% Add +1.3% 15,755 $1.3M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -1.0% 15,665 $1.3M
Hudock, Inc. 0.22% Reduce -1.4% 15,627 $1.3M
Boltwood Capital Management 0.38% Reduce -3.1% 15,593 $1.3M
Quantinno Capital Management LP 0.02% Reduce -16.7% 15,545 $1.3M
Meridian Wealth Management, LLC 0.06% Add +0.1% 15,320 $1.3M
Talon Private Wealth, LLC 0.27% — 15,261 $1.3M
Vantage Financial Partners, LLC 0.31% Add +0.5% 15,222 $1.3M
D.A. Davidson & Co. 0.01% Add +19.9% 15,158 $1.3M
Avitas Wealth Management LLC 0.18% Reduce -10.7% 15,052 $1.2M
Banco Santander, S.A. 0.01% Add +6.5% 15,052 $1.2M
Brown, Lisle/Cummings, Inc. 0.38% Reduce -6.0% 15,017 $1.2M
Lighthouse Investment Partners, LLC 0.07% New 15,000 $1.2M
CWC Advisors, LLC. 1.23% — 14,988 $1.2M
Glass Jacobson Investment Advisors llc 0.41% Reduce -3.5% 14,925 $1.2M
Terra Nova Asset Management LLC 0.91% Reduce -1.3% 14,841 $1.2M
Ashton Thomas Securities, LLC 0.24% Add +22.1% 14,724 $1.2M
Per Stirling Capital Management, LLC. 0.17% Reduce -11.5% 14,722 $1.2M
Horizon Financial Services, LLC 0.72% Add +27.7% 14,688 $1.2M
D L Carlson Investment Group Inc. 0.22% Reduce -3.9% 14,598 $1.2M
Jackson Hole Capital Partners, LLC 0.25% No change 14,575 $1.2M
PFG Investments, LLC 0.08% Add +2.3% 14,535 $1.2M
Mma Asset Management LLC 0.32% Add +303.4% 16,382 $1.2M
PFG Advisors 0.07% Reduce -4.9% 14,192 $1.2M
UNIVEST FINANCIAL Corp 0.08% New 14,119 $1.2M
AAFMAA Wealth Management & Trust LLC 0.51% Add +152.6% 13,972 $1.2M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -8.7% 13,819 $1.1M
Kanawha Capital Management LLC 0.08% Reduce -0.0% 13,806 $1.1M
RDA Financial Network 0.35% Reduce -3.2% 13,772 $1.1M
Encompass More Asset Management 0.43% Add +50.3% 13,684 $1.1M
Commerce Bank 0.01% Reduce -7.1% 13,675 $1.1M
U.S. Capital Wealth Advisors, LLC 0.04% Add +17.8% 13,608 $1.1M
Csenge Advisory Group 0.06% Add +197.6% 13,819 $1.1M
GYL Financial Synergies, LLC 0.08% Add +0.8% 13,560 $1.1M
Cabana LLC 6.24% Reduce -22.2% 13,496 $1.1M
Atlanta Consulting Group Advisors, LLC 0.28% New 13,456 $1.1M
Objective Capital Management, LLC 0.65% — 13,374 $1.1M
Wedmont Private Capital 0.06% Add +0.1% 13,762 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +8.6% 13,211 $1.1M
Belpointe Asset Management LLC 0.07% Add +170.6% 13,110 $1.1M
HB Wealth Management, LLC 0.01% Add +14.2% 13,080 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -63.5% 13,070 $1.1M
Lanark Financial, Inc. 0.09% Add +214.9% 13,083 $1.1M
Fiduciary Group, LLC 0.11% Add +4.1% 13,061 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +1.7% 13,054 $1.1M
Chevy Chase Trust Holdings, LLC 0.00% Add +35.2% 13,035 $1.1M
City Center Advisors, LLC 1.19% New 12,949 $1.1M
RiverGlades Family Offices LLC 0.77% Add +5.7% 12,900 $1.1M
Windsor Capital Management, LLC 0.31% Reduce -0.1% 12,891 $1.1M
Highland Peak Capital, LLC 0.69% No change 12,783 $1.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.54% New 12,700 $1.1M
Bright Futures Wealth Management, LLC. 0.51% Add +130.2% 13,027 $1.0M
McAdam, LLC 0.06% Reduce -8.8% 12,301 $1.0M
GPS Wealth Strategies Group, LLC 0.14% Reduce -8.1% 12,210 $1.0M
Bryn Mawr Trust Advisors, LLC 0.05% No change 12,167 $1.0M
Smithbridge Asset Management Inc. 0.17% Reduce -4.1% 12,045 $1000K
Provida Pension Fund Administrator 0.02% No change 11,905 $988K
Polymer Capital Management (HK) LTD 0.23% Reduce -54.2% 11,900 $988K
ARS Investment Partners, LLC 0.09% Add +10.9% 11,868 $985K
Hengehold Capital Management LLC 0.09% Add +1.9% 11,767 $977K
EPG Wealth Management LLC 0.25% Add +0.0% 11,712 $972K
Soltis Investment Advisors LLC 0.09% Reduce -18.0% 11,693 $971K
Nikulski Financial, Inc. 0.29% Reduce -2.0% 11,618 $964K
Prospera Financial Services Inc 0.02% Add +4.9% 11,590 $962K
One Capital Management, LLC 0.03% Reduce -27.6% 11,341 $941K
Strategic Advisors LLC 0.18% Reduce -36.2% 11,309 $939K
Waldron Private Wealth LLC 0.04% Reduce -1.1% 11,294 $937K
Kovack Advisors, Inc. 0.10% Reduce -3.2% 11,292 $937K
Gradient Capital Advisors, LLC 0.31% Add +0.0% 11,229 $932K
Arrien Investments, Inc. 0.67% Reduce -1.6% 11,224 $932K
Personal Cfo Solutions, LLC 0.13% Add +2.9% 11,105 $922K
Mission Creek Capital Partners, Inc. 0.21% Reduce -0.4% 11,075 $919K
Sandy Spring Bank 0.04% Reduce -0.8% 11,015 $914K
3EDGE Asset Management, LP 0.06% Add +62.8% 10,944 $908K
O'ROURKE & COMPANY, Inc 0.45% Add +0.2% 10,939 $908K
Jackson, Grant Investment Advisers, Inc. 0.34% Add +0.3% 10,908 $905K
Bokf, NA 0.02% Add +14.8% 11,089 $900K
Burford Brothers, Inc. 0.47% Reduce -10.8% 10,813 $897K
Breed's Hill Capital LLC 0.73% No change 10,659 $885K
Okabena Investment Services Inc. 0.25% No change 10,655 $884K
MTM Investment Management, LLC 0.34% Reduce -7.1% 10,758 $876K
Crew Capital Management, Ltd 0.70% Reduce -14.8% 10,551 $876K
Realta Investment Advisors 0.40% Reduce -52.8% 10,673 $875K
Caprock Group, LLC 0.03% Add +6.4% 10,474 $869K
Signet Financial Management, LLC 0.11% Reduce -3.2% 10,446 $867K
Bank of Nova Scotia 0.00% Reduce -99.0% 10,410 $864K
Choreo, LLC 0.01% Add +4.3% 10,434 $863K
Navellier & Associates Inc. 0.12% Add +257.4% 10,397 $863K
Diversify Advisory Services, LLC 0.05% Add +26.0% 10,453 $857K
Intrepid Financial Planning Group LLC 0.37% New 10,275 $853K
Good Life Advisors, LLC 0.05% Add +9.1% 10,184 $845K
Plimoth Trust Co. LLC 0.21% Add +6.7% 10,104 $839K
Parkside Investments, LLC 0.13% New 10,000 $830K
National Bank of Canada 0.00% Add +205.3% 9,981 $828K
Keystone Financial Group 0.11% New 9,943 $825K
Roble, Belko & Company, Inc 0.13% Reduce -1.9% 9,919 $823K
Mgo One Seven LLC 0.04% Add +15.3% 9,895 $821K
Advisor Resource Council 0.37% New 9,889 $821K
Ferguson Shapiro LLC 0.31% New 9,853 $818K
9258 Wealth Management, LLC 0.12% Add +21.6% 9,775 $811K
Wedbush Securities Inc. 0.03% Add +8.9% 9,655 $801K
NCM Capital Management, LLC 0.38% Add +1.8% 9,571 $794K
Thoroughbred Financial Services, LLC 0.05% No change 9,570 $794K
Beacon Pointe Advisors, LLC 0.01% Reduce -44.3% 9,558 $793K
New Wave Wealth Advisors LLC 0.36% Add +0.8% 9,535 $791K
Heritage Oak Wealth Advisors LLC 0.36% New 9,535 $791K
Roberts Wealth Advisors, LLC 0.26% Reduce -2.4% 9,756 $791K
Parallel Advisors, LLC 0.02% Add +1.7% 9,476 $787K
Avior Wealth Management, LLC 0.03% Reduce -1.2% 9,467 $786K
1832 Asset Management L.P. 0.00% Reduce -98.6% 9,410 $781K
Global Retirement Partners, LLC 0.02% Reduce -18.5% 9,407 $781K
Evanson Asset Management, LLC 0.06% Add +0.3% 9,407 $781K
Arete Wealth Advisors, LLC 0.07% Add +60.8% 9,356 $776K
Crestwood Advisors Group, LLC 0.01% Add +0.2% 9,334 $775K
Mathes Company, Inc. 0.27% No change 9,050 $751K
Investment Advisory Group, LLC 0.26% Add +0.5% 9,037 $750K
Narwhal Capital Management 0.07% Reduce -11.3% 9,010 $748K
Monetary Management Group Inc. 0.19% Add +5.9% 8,985 $746K
Avidian Wealth Enterprises, LLC 0.03% Add +0.0% 8,961 $744K
International Assets Investment Management, LLC 0.06% Add +2.4% 8,913 $740K
Wealthspire Advisors, LLC 0.01% Add +101.6% 8,894 $738K
Fiduciary Trust Co 0.01% No change 8,774 $728K
Pinebridge Investments, L.P. 0.01% Add +16.3% 8,772 $728K
Capital Advisors, Ltd. LLC 0.09% No change 8,777 $728K
Marcum Wealth, LLC 0.07% Add +24.5% 8,743 $726K
Greenline Partners, LLC 0.10% Add +0.0% 8,731 $725K
Ieq Capital, LLC 0.01% Add +0.0% 8,719 $724K
Allworth Financial LP 0.00% Reduce -6.4% 8,689 $721K
One Charles Private Wealth Services, LLC 0.27% Reduce -32.5% 8,643 $717K
Orleans Capital Management Corp. 0.41% Reduce -0.1% 8,608 $714K
Thrive Capital Management, LLC 0.33% Reduce -12.7% 8,550 $710K
JFS Wealth Advisors, LLC 0.05% Reduce -2.3% 8,517 $707K
Bricktown Capital, LLC 0.13% Reduce -65.5% 8,508 $706K
Level Four Advisory Services, LLC 0.03% Add +5.4% 8,782 $704K
Mission Wealth Management, LP 0.02% Reduce -2.8% 8,392 $697K
Thomasville National Bank 0.05% No change 8,352 $693K
Private Trust Co. NA 0.07% Add +9.9% 8,347 $693K
Madden Advisory Services, Inc. 0.31% Add +8.1% 8,238 $684K
Rehmann Capital Advisory Group 0.04% Add +1.3% 8,217 $682K
NBT Bank, N.A. 0.05% Add +0.1% 8,159 $677K
Koshinski Asset Management, Inc. 0.06% Reduce -1.6% 8,155 $677K
KKM Financial LLC 0.33% Reduce -6.8% 8,151 $677K
Axecap Investments, LLC 0.51% — 8,110 $673K
Redwood Financial Network Corp 0.53% Add +3.4% 8,109 $673K
Valmark Advisers, Inc. 0.01% Reduce -1.3% 8,087 $671K
Montag A & Associates Inc. 0.03% Add +102.0% 8,077 $670K
Silver Oak Securities, Incorporated 0.07% Reduce -65.0% 8,002 $664K
Narus Financial Partners, LLC 0.24% Add +9.2% 7,992 $663K
Eagle Strategies LLC 0.12% Reduce -53.5% 7,987 $663K
Florida Financial Advisors, LLC 0.34% Reduce -10.2% 7,969 $661K
Principal Securities, Inc. 0.02% Reduce -0.9% 7,893 $655K
Simplicity Wealth,LLC 0.06% Add +36.4% 7,879 $654K
Wealth Effects LLC 0.23% Add +4.7% 7,873 $653K
Optiver Holding B.V. 0.02% New 7,772 $645K
Ascent Group, LLC 0.05% Add +63.3% 7,770 $645K
Providence Capital Advisors, LLC 0.13% Reduce -1.4% 7,769 $645K
Pinnacle Associates Ltd. 0.01% Add +0.0% 8,911 $642K
Financial & Tax Architects, LLC 0.16% Reduce -7.8% 7,679 $637K
Ami Investment Management Inc. 0.21% Add +1.1% 7,652 $635K
Paragon Financial Partners, Inc. 0.46% Add +0.3% 7,610 $632K
MKT Advisors LLC 0.29% Add +3.8% 7,646 $627K
Rockingstone Advisors LLC 0.30% Add +7.4% 7,461 $619K
Fulcrum Equity Management 0.52% New 7,422 $616K
Signature Estate & Investment Advisors LLC 0.01% Reduce -22.5% 7,392 $614K
Acropolis Investment Management, LLC 0.04% Reduce -9.4% 7,375 $612K
McGuire Investment Group, LLC 0.09% Add +2.9% 7,346 $610K
Phillips Wealth Planners LLC 0.58% Add +23.5% 7,379 $608K
North Star Investment Management Corp. 0.04% Add +0.2% 7,326 $608K
Key Client Fiduciary Advisors, LLC 0.28% Add +2.3% 7,302 $606K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.4% 7,270 $603K
Gray Wealth Management Inc. 0.24% Add +9.6% 7,251 $602K
Beacon Financial Advisory LLC 0.20% Add +0.2% 7,224 $600K
Whittier Trust Co. 0.01% Reduce -6.7% 7,224 $600K
Empirical Asset Management, LLC 0.21% Add +4.3% 7,212 $599K
Snowden Capital Advisors LLC 0.02% Reduce -1.4% 7,163 $595K
StoneX Group Inc. 0.04% Reduce -2.4% 7,130 $592K
VCI Wealth Management LLC 0.26% Reduce -57.6% 7,123 $591K
Mine & Arao Wealth Creation & Management, LLC. 0.27% Add +0.3% 7,109 $590K
Aveo Capital Partners, LLC 0.06% Reduce -6.5% 7,035 $584K
ORG Partners LLC 0.09% Add +2762.9% 7,014 $582K
First National Trust Co 0.02% No change 6,956 $577K
Moors & Cabot, Inc. 0.03% Reduce -16.4% 6,845 $568K
MBA Advisors LLC 0.27% No change 6,796 $564K
Consolidated Portfolio Review Corp 0.12% Reduce -48.5% 6,706 $557K
Grant/GrossMendelsohn, LLC 0.24% Add +0.4% 6,685 $555K
Gallagher Fiduciary Advisors, LLC 0.11% Reduce -35.5% 6,664 $553K
Florida Trust Wealth Management Co 0.02% New 6,652 $552K
Creekmur Asset Management LLC 0.13% Add +0.4% 6,639 $551K
Watts Gwilliam & Co., LLC 0.12% — 6,763 $548K
Shulman DeMeo Asset Management LLC 0.13% Add +0.1% 6,568 $545K
CHICAGO TRUST Co NA 0.10% No change 6,557 $544K
Arrow Financial Corp 0.05% Reduce -9.2% 6,526 $542K
BigSur Wealth Management LLC 0.15% No change 6,500 $540K
DLK Investment Management, LLC 0.21% Reduce -1.2% 6,450 $535K
Interchange Capital Partners, LLC 0.19% Reduce -0.6% 6,427 $533K
Integral Investment Advisors, Inc. 0.15% Add +95.7% 6,420 $533K
River Street Advisors LLC 0.29% Add +1.2% 6,401 $531K
Platform Technology Partners 0.17% No change 6,369 $529K
Pinnacle Financial Partners Inc 0.01% Reduce -50.8% 6,339 $526K
Investment Partners, LTD. 0.22% No change 6,300 $523K
KG Capital Management 0.17% Reduce -0.3% 6,288 $522K
Larson Financial Group LLC 0.03% Add +3.0% 6,283 $521K
BNP Paribas 0.02% Add +0.1% 6,274 $521K
Ingalls & Snyder LLC 0.02% Reduce -2.0% 6,248 $519K
Allie Family Office LLC 0.28% Reduce -5.2% 6,234 $517K
Apollon Wealth Management, LLC 0.01% Reduce -3.6% 6,186 $513K
Pictet North America Advisors SA 0.05% No change 6,139 $510K
Leo Wealth, LLC 0.05% New 6,112 $507K
Romano Brothers and Company 0.06% No change 6,025 $500K
BCS Wealth Management 0.21% Reduce -2.4% 5,973 $496K
Family Firm, Inc. 0.11% Add +0.5% 5,963 $495K
Aries Wealth Management 0.14% Reduce -16.9% 5,955 $494K
Brighton Jones LLC 0.02% Reduce -5.4% 5,951 $494K
O'shaughnessy Asset Management, LLC 0.00% Add +9.3% 6,002 $492K
Visionary Wealth Advisors 0.03% Reduce -5.7% 5,922 $491K
Jaffetilchin Investment Partners, LLC 0.04% Add +2.2% 5,917 $491K
IFP Advisors, Inc 0.02% Add +7.6% 5,881 $488K
Legacies Wealth LLC 0.39% No change 5,882 $488K
Twin Peaks Wealth Advisors, LLC 0.22% No change 5,870 $487K
Channel Wealth LLC 0.16% Add +31.1% 5,837 $484K
Allen Investment Management, LLC 0.01% No change 5,813 $482K
Constitution Capital LLC 0.26% Add +2.3% 5,795 $481K
CGN Advisors LLC 0.05% Reduce -0.2% 5,794 $481K
MSH Capital Advisors LLC 0.15% No change 5,776 $479K
JB Capital LLC 0.03% Add +2.3% 5,768 $479K
Pacific Sun Financial Corp 0.26% Reduce -1.7% 5,725 $475K
Bleakley Financial Group, LLC 0.01% New 5,718 $475K
Colonial River Investments, LLC 0.24% Reduce -29.5% 5,712 $474K
Berkeley Capital Partners, LLC 0.14% Add +8.3% 5,695 $473K
Spinnaker Investment Group, LLC 0.12% No change 5,694 $473K
Tudor Investment Corporation 0.01% Reduce -62.4% 5,606 $465K
Jane Street Group, LLC 0.00% Reduce -97.3% 5,560 $461K
Capital Management Associates, Inc 0.19% Reduce -0.2% 5,556 $461K
Ally Invest Advisors Inc. 0.04% Reduce -7.2% 5,537 $460K
Swmg, LLC 0.19% Reduce -1.3% 5,660 $458K
SL Advisors, LLC 0.82% Reduce -12.5% 5,513 $458K
Purus Wealth Management, LLC 0.19% Add +5.2% 5,505 $457K
USA Financial Formulas 0.07% Reduce -2.3% 5,490 $456K
Strategic Investment Advisors / MI 0.05% New 5,476 $455K
Montecito Bank & Trust 0.08% Reduce -9.8% 5,453 $453K
Hancock Whitney Corp. 0.01% Reduce -4.8% 5,428 $451K
Engineers Gate Manager LP 0.01% New 5,382 $447K
LongView Wealth Management 0.14% Add +0.1% 5,298 $440K
Leuthold Group, LLC 0.05% New 5,241 $435K
Orser Capital Management, LLC 0.31% No change 2,160 $433K
Quadcap Wealth Management, LLC 0.07% Add +50.4% 5,207 $432K
Glen Eagle Advisors, LLC 0.07% No change 5,204 $432K
Moneta Group Investment Advisors LLC 0.01% Reduce -26.4% 5,160 $428K
AdvisorNet Financial, Inc 0.03% Reduce -2.9% 5,145 $427K
Regions Financial Corp. 0.00% Add +7.9% 5,076 $421K
Spirepoint Private Client, LLC 0.06% No change 5,040 $418K
Townsquare Capital LLC 0.01% Reduce -1.7% 5,036 $418K
J. Safra Sarasin Holding AG 0.01% New 5,000 $415K
Occidental Asset Management, LLC 0.07% Add +33.9% 4,966 $412K
Lyell Wealth Management, LP 0.04% Add +2.3% 4,947 $411K
Composition Wealth, LLC 0.01% Add +17.6% 4,923 $409K
Balboa Wealth Partners 0.10% Reduce -32.0% 4,901 $407K
Atlantic Union Bankshares Corp 0.02% No change 4,892 $406K
Capital Advisors Inc. 0.01% Reduce -0.1% 4,884 $405K
Trust Point Inc. 0.03% No change 4,877 $405K
Bailard, Inc. 0.01% Reduce -8.9% 4,874 $405K
Strategic Financial Concepts, LLC 0.13% Reduce -98.4% 4,872 $404K
Addison Advisors LLC 0.11% Reduce -18.7% 4,844 $402K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.7% 4,832 $401K
Advanced Asset Management Advisors Inc 0.11% No change 5,235 $401K
Compound Planning, Inc. 0.03% Reduce -3.1% 4,816 $400K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Add +16.3% 4,786 $397K
Smith Chas P & Associates Pa Cpas 0.02% Add +2.3% 4,773 $396K
Flagship Private Wealth, LLC 0.20% New 4,721 $392K
Whitener Capital Management, Inc. 0.11% Reduce -0.1% 4,694 $390K
Strategic Blueprint, LLC 0.02% Add +1.3% 4,663 $387K
Headlands Technologies LLC 0.04% New 4,662 $387K
Shufro Rose & Co. LLC 0.03% No change 5,035 $386K
Manhattan West Asset Management, LLC 0.10% Add +38.4% 4,605 $382K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -11.6% 4,602 $382K
SOA Wealth Advisors, LLC. 0.07% Add +0.5% 4,599 $382K
Certified Advisory Corp 0.04% Reduce -6.0% 4,589 $381K
Chilton Capital Management LLC 0.02% Reduce -0.8% 4,581 $380K
WASHINGTON TRUST Co 0.01% Reduce -20.9% 4,580 $380K
Accel Wealth Management 0.14% Add +0.1% 4,574 $380K
Executive Wealth Management, LLC 0.03% Reduce -8.0% 4,558 $378K
Journey Strategic Wealth LLC 0.01% Add +45.4% 4,545 $377K
Dynamic Technology Lab Private Ltd 0.04% New 4,529 $376K
Quadrant Private Wealth Management, LLC 0.09% Add +0.2% 4,503 $374K
Rwa Wealth Partners, LLC 0.00% No change 4,500 $374K
SteelPeak Wealth, LLC 0.02% Reduce -94.2% 4,428 $368K
Coldstream Capital Management Inc. 0.01% Add +27.1% 4,378 $363K
Peoples Bank 0.24% Reduce -0.7% 4,368 $363K
Nwam LLC 0.02% New 4,367 $362K
Sequent Planning LLC 0.12% Add +7.2% 4,299 $357K
Arlington Capital Management, Inc. 0.29% Add +9.9% 4,294 $356K
Innova Wealth Partners 0.29% Reduce -93.0% 4,294 $356K
Comprehensive Financial Consultants Institutional, Inc. 0.13% Reduce -16.8% 4,267 $354K
D.B. Root & Company, LLC 0.12% No change 4,267 $354K
Financial Partners Group, Inc 0.05% Add +0.1% 4,266 $354K
Smith, Moore & Co. 0.03% Reduce -8.9% 4,261 $354K
WMS Partners, LLC 0.02% New 4,234 $351K
Farther Finance Advisors, LLC 0.01% Add +1147.6% 4,217 $350K
Mainstream Capital Management LLC 0.30% — 4,186 $347K
Legacy Wealth Management, LLC 0.02% New 4,152 $345K
Whalerock Point Partners, LLC 0.08% No change 4,132 $343K
Oliver Luxxe Assets LLC 0.06% Reduce -15.8% 4,106 $341K
Berkshire Asset Management LLC 0.02% No change 4,383 $336K
Mesirow Financial Investment Management, Inc. 0.01% Add +15.3% 4,042 $335K
Sentinel Trust Co. Lba 0.04% Reduce -67.0% 4,017 $333K
NewEdge Wealth, LLC 0.01% New 4,012 $333K
Paragon Capital Management Inc. 0.24% Reduce -91.2% 4,003 $332K
LFA - Lugano Financial Advisors SA 0.23% No change 4,000 $332K
Keel Point, LLC 0.03% Add +5.3% 3,988 $331K
Lynch & Associates 0.07% No change 3,982 $331K
Thompson Davis & Co., Inc. 0.24% Add +46.1% 3,963 $329K
Inscription Capital, LLC 0.05% Reduce -16.2% 3,960 $329K
Central Bank & Trust Co. 0.04% Reduce -14.9% 3,928 $326K
Venture Visionary Partners LLC 0.01% Reduce -16.2% 3,911 $325K
AQR Capital Management 0.00% Add +46.5% 3,900 $324K
Proffitt & Goodson Inc. 0.05% Reduce -2.5% 3,897 $323K
Verdence Capital Advisors LLC 0.03% Reduce -2.9% 3,894 $323K
Sage Financial Management Group, Inc. 0.13% No change 3,888 $323K
Laidlaw Wealth Management LLC 0.16% Add +7.0% 3,850 $320K
Kingswood Wealth Advisors, LLC 0.02% New 3,837 $318K
HT Partners LLC 0.11% No change 3,824 $317K
Petra Financial Advisors Inc. 0.21% Reduce -2.5% 3,822 $317K
Meridian Wealth Advisors, LLC 0.05% No change 3,810 $316K
World Investment Advisors 0.01% Add +38.2% 3,798 $315K
Argent Trust Co 0.01% Add +2.6% 3,779 $314K
First Nebraska Trust Co 0.03% No change 3,766 $313K
QCM Cayman, Ltd. 8.60% New 3,765 $312K
Smith Anglin Financial, LLC 0.03% Reduce -5.0% 3,762 $312K
Dearborn Partners LLC 0.01% Add +10.4% 3,729 $310K
Brown Advisory Inc. 0.00% Reduce -4.9% 3,728 $309K
Gateway Wealth Partners, LLC 0.09% Reduce -5.5% 3,719 $309K
Aspen Investment Management Inc 0.14% New 3,706 $308K
First International Bank & Trust 0.10% No change 3,677 $305K
James Investment Research, Inc. 0.04% New 3,658 $304K
First United Bank & Trust 0.11% Reduce -6.3% 3,657 $304K
Aptus Capital Advisors, LLC 0.00% Add +3.9% 3,641 $302K
Kraft, Davis & Associates, LLC 0.09% Add +1.4% 3,747 $301K
Burns J W & Co. Inc. 0.04% Reduce -2.7% 3,595 $298K
Tyche Wealth Partners LLC 0.07% Add +0.5% 3,584 $297K
Lodestone Wealth Management LLC 0.15% Reduce -43.3% 3,580 $297K
Fifth Lane Capital, LP 0.77% Reduce -12.9% 3,566 $296K
DRW Securities, LLC 0.02% Reduce -92.4% 3,534 $293K
Cornerstone Wealth Management, LLC 0.02% Reduce -20.8% 3,464 $288K
My Personal CFO, LLC 0.16% Add +0.4% 3,457 $287K
Rede Wealth, LLC 0.11% New 3,446 $286K
Appleton Partners Inc. 0.02% Add +5.4% 3,442 $286K
SeaCrest Wealth Management, LLC 0.03% Reduce -8.9% 3,422 $284K
Uptick Partners, LLC 0.12% New 3,414 $283K
Warner Financial, Inc. 0.13% No change 3,413 $283K
Pachira Investments Inc. 0.22% New 3,373 $280K
Balanced Wealth Group LLC 0.12% Add +0.5% 3,360 $279K
Etfidea, LLC 0.09% Reduce -7.3% 3,336 $277K
Harvey Capital Management Inc. 0.07% No change 3,300 $274K
Burke & Herbert Bank & Trust Co. 0.06% Add +25.1% 3,290 $273K
Accurate Wealth Management, LLC 0.05% New 3,277 $270K
Element Wealth, LLC 0.14% Reduce -3.5% 3,249 $270K
Guyasuta Investment Advisors Inc. 0.02% No change 3,232 $268K
Institute for Wealth Management, LLC. 0.03% Add +0.4% 3,232 $268K
Tocqueville Asset Management L.P. 0.00% Reduce -13.4% 3,225 $268K
Simon Quick Advisors, LLC 0.02% Reduce -1.7% 3,219 $267K
Litman Gregory Wealth Management LLC 0.02% No change 3,215 $267K
Retirement Planning Co of New England, Inc. 0.13% Reduce -0.7% 3,206 $266K
NorthRock Partners, LLC 0.01% Reduce -14.1% 3,185 $264K
Citizens & Northern Corp. 0.08% New 3,181 $264K
WealthBridge Capital Management, LLC 0.08% Reduce -2.3% 3,170 $263K
Aua Capital Management, LLC 0.15% No change 3,169 $263K
St. Johns Investment Management Company, LLC 0.12% Reduce -3.9% 3,165 $263K
Prostatis Group LLC 0.09% Add +16.4% 3,139 $261K
Breakwater Capital Group 0.05% No change 3,128 $260K
Pinnacle Wealth Management Advisory Group, LLC 0.02% No change 3,123 $259K
One Day In July LLC 0.03% Add +1.4% 3,098 $257K
Waterloo Capital, L.P. 0.03% Add +11.3% 3,093 $257K
Joseph P. Lucia & Associates, LLC 0.12% Add +1.2% 3,083 $256K
Community Bank, N.A. 0.03% No change 3,075 $255K
Goelzer Investment Management, Inc. 0.01% Reduce -1.1% 3,070 $255K
Prepared Retirement Institute LLC 0.15% Add +0.5% 3,063 $254K
Strategic Financial Partners, Ltd. 0.13% Add +3.9% 3,062 $254K
Debussy Capital Management LP 0.07% New 3,053 $253K
King Luther Capital Management Corp. 0.00% Add +1.6% 3,049 $253K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -1.1% 3,048 $253K
American Planning Services, Inc. 0.20% No change 3,035 $252K
Maltin Wealth Management, Inc. 0.12% Add +0.4% 3,024 $251K
Mosley Wealth Management 0.17% New 3,064 $250K
Tacita Capital Inc 0.16% No change 3,000 $249K
Brand Asset Management Group, Inc. 0.10% No change 3,000 $249K
HCR Wealth Advisors 0.03% New 2,999 $249K
Castle Rock Wealth Management, LLC 0.06% Add +1.1% 3,038 $246K
Americana Partners, LLC 0.02% Reduce -3.0% 2,954 $245K
Hardy Reed LLC 0.02% Add +1.2% 2,951 $245K
Commonwealth Financial Services, LLC 0.05% Add +0.8% 2,958 $245K
Joel Isaacson & Co., LLC 0.01% New 2,947 $245K
Texas Capital Bank Wealth Management Services Inc 0.02% New 2,942 $244K
Sharkey, Howes & Javer 0.03% New 2,931 $243K
Destiny Wealth Partners, LLC 0.04% No change 2,926 $243K
Keystone Wealth Services, LLC 0.07% No change 2,916 $242K
United Advisor Group, LLC 0.05% New 2,899 $241K
Hexagon Capital Partners LLC 0.05% Reduce -4.9% 2,884 $239K
ARS Wealth Advisors Group, LLC 0.03% Add +3.7% 2,864 $238K
Tiller Private Wealth, Inc. 0.10% Add +2.3% 2,853 $237K
Perennial Investment Advisors, LLC 0.03% New 2,840 $236K
Apeiron RIA LLC 0.07% Reduce -0.1% 2,819 $234K
Modern Wealth Management, LLC 0.01% Add +0.1% 2,799 $232K
Foster Dykema Cabot & Partners, LLC 0.02% New 2,795 $232K
Carnegie Lake Advisors LLC 0.09% — 2,786 $231K
Herbst Group, LLC 0.14% Reduce -0.3% 2,764 $229K
NorthCoast Asset Management LLC 0.00% Add +47.2% 4,551 $227K
MRA Advisory Group 0.12% No change 2,734 $227K
Country Club Bank 0.01% No change 2,702 $224K
CenterStar Asset Management, LLC 0.34% New 2,699 $224K
Savant Capital, LLC 0.00% New 2,697 $224K
Capstone Financial Advisors, Inc. 0.01% New 2,691 $223K
OneDigital Investment Advisors LLC 0.00% Reduce -3.9% 2,655 $220K
Smartleaf Asset Management LLC 0.03% No change 2,652 $220K
Caldwell Trust Co 0.02% Add +32.6% 2,642 $219K
Evoke Wealth, LLC 0.01% New 2,640 $219K
Claro Advisors Inc. 0.03% Reduce -5.0% 2,632 $218K
Cherry Tree Wealth Management, LLC 0.05% No change 2,630 $218K
Raab & Moskowitz Asset Management LLC 0.06% New 2,627 $218K
Aurora Private Wealth, Inc. 0.17% Reduce -2.6% 2,606 $216K
Patton Albertson Miller Group, LLC 0.03% New 2,585 $215K
Point Windward Advisors Inc. 0.08% New 2,578 $214K
Sterling Investment Management, LLC 0.16% New 2,562 $213K
XML Financial, LLC 0.02% New 2,556 $212K
Wealth Dimensions Group, Ltd. 0.05% New 2,550 $212K
Cypress Capital Group 0.02% New 2,532 $210K
FineMark National Bank & Trust 0.01% Reduce -19.3% 2,516 $209K
Johnson Financial Group, Inc. 0.01% Reduce -7.8% 2,491 $207K
Financial Symmetry Inc 0.14% New 2,483 $206K
Icon Wealth Advisors, LLC 0.02% Add +8.8% 2,480 $206K
Lifeworks Advisors, LLC 0.04% New 2,468 $205K
Ancora Advisors LLC 0.00% No change 2,466 $205K
First Foundation Advisors 0.01% New 2,461 $204K
Acorn Financial Advisory Services Inc. 0.04% New 2,453 $204K
Parsons Capital Management Inc. 0.01% New 2,440 $203K
Cassaday & Co Wealth Management LLC 0.01% New 2,424 $201K
LGL Partners, LLC 0.03% New 2,423 $201K
Fernwood Investment Management, LLC 0.07% New 2,421 $201K
Contravisory Investment Management, Inc. 0.04% Add +27.1% 2,407 $200K
Bangor Savings Bank 0.02% No change 2,340 $194K
City Holding Co. 0.03% Add +28.4% 2,309 $192K
Coppell Advisory Solutions LLC 0.03% Reduce -13.9% 2,287 $190K
Cullen/Frost Bankers, Inc. 0.00% Reduce -30.9% 2,286 $190K
Carmichael Hill & Associates, Inc. 0.07% Add +7.0% 2,278 $189K
Riggs Asset Managment Co. Inc. 0.05% New 2,267 $188K
Howe & Rusling Inc. 0.02% Reduce -0.6% 2,207 $183K
Fairfield Financial Advisors, LTD 0.06% Add +0.4% 2,172 $180K
Tsfg, LLC 0.04% Add +0.1% 1,997 $166K
Morgan Dempsey Capital Management LLC 0.06% No change 1,986 $165K
TD Capital Management LLC 0.02% Add +0.1% 1,910 $159K
Maryland Capital Advisors Inc. 0.08% Add +110.0% 1,890 $157K
Balefire, LLC 0.05% Add +399.5% 1,858 $154K
Independence Bank of Kentucky 0.03% Add +28.9% 1,799 $149K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,787 $148K
CVA Family Office, LLC 0.02% Reduce -16.7% 1,766 $147K
Financial Perspectives, Inc 0.05% Add +4.4% 1,764 $146K
NFSG Corp 0.05% Reduce -38.8% 1,732 $144K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,713 $142K
New Potomac Partners, LLC 0.07% New 1,705 $142K
Deutsche Bank AG 0.00% Reduce -11.3% 1,681 $140K
FinTrust Capital Advisors, LLC 0.02% No change 1,659 $138K
Valley Wealth Managers, Inc. 0.01% Add +1.1% 1,643 $136K
HM Payson & Co. 0.00% Add +62.7% 1,627 $135K
Nvwm, LLC 0.03% No change 1,581 $131K
Oakworth Capital, Inc. 0.01% Reduce -8.1% 1,563 $130K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% No change 1,550 $129K
Coston, McIsaac & Partners 0.04% Add +0.5% 1,547 $128K
Bank of New Hampshire 0.03% Reduce -6.1% 1,540 $128K
Y.D. More Investments Ltd 0.01% Reduce -11.5% 1,535 $127K
Tompkins Financial Corp. 0.01% No change 1,500 $125K
Anchor Investment Management, LLC 0.01% No change 1,494 $124K
City State Bank 0.04% No change 1,425 $118K
Angeles Wealth Management, LLC 0.01% New 1,400 $116K
SouthState Bank Corp 0.01% No change 1,371 $114K
Crewe Advisors LLC 0.01% Add +74.2% 1,364 $113K
Caitlin John, LLC 0.07% Add +55.7% 1,392 $113K
IAG Wealth Partners, LLC 0.02% Add +42.4% 1,351 $112K
Fourpath Capital Management, LLC 0.02% New 1,340 $111K
WealthCollab, LLC 0.07% No change 1,291 $107K
Sachetta, LLC 0.04% New 1,287 $107K
Colonial Trust Co / SC 0.02% No change 1,280 $106K
Caldwell Sutter Capital, Inc. 0.05% No change 1,224 $102K
Capital Investment Counsel, Inc 0.01% Add +1.8% 1,221 $101K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,207 $100K
Dunhill Financial, LLC 0.05% No change 1,200 $100K
Solstein Capital, LLC 0.05% No change 1,198 $99K
Sunbelt Securities, Inc. 0.01% No change 1,190 $99K
Activest Wealth Management 0.03% Reduce -67.0% 1,170 $97K
Marathon Trading Investment Management LLC 0.05% New 1,147 $95K
University of Texas/Texas Am Investment Management Co. 0.02% No change 1,137 $94K
Pinnacle Bancorp, Inc. 0.02% Reduce -7.4% 1,119 $93K
Bollard Group LLC 0.00% Add +0.3% 1,110 $92K
UMB Bank, n.a. 0.00% Reduce -8.0% 1,107 $92K
Byrne Asset Management LLC 0.06% No change 1,099 $91K
Syntrinsic LLC 0.03% No change 1,058 $88K
Cape Investment Advisory, Inc. 0.04% Reduce -16.3% 1,051 $87K
Archer Investment Corp 0.02% Add +0.1% 1,026 $85K
Abound Wealth Management 0.03% Add +0.5% 1,015 $84K
Country Trust Bank 0.00% Reduce -1.9% 1,013 $84K
Nemes Rush Group LLC 0.01% Add +189.7% 1,101 $84K
Ascentis Independent Advisors 0.01% New 1,010 $84K
Transcendent Capital Group LLC 0.04% New 1,007 $84K
Asset Dedication, LLC 0.01% Add +0.4% 994 $82K
MCF Advisors LLC 0.01% Add +25.9% 986 $82K
Concourse Financial Group Securities, Inc. 0.00% Reduce -4.0% 980 $81K
Rothschild Investment LLC 0.01% Add +0.3% 963 $80K
Edmond DE Rothschild Holding S.A. 0.00% No change 952 $79K
TD Private Client Wealth LLC 0.00% Reduce -7.9% 942 $78K
Global Financial Private Client, LLC 0.03% No change 940 $78K
Clearstead Advisors, LLC 0.00% Reduce -12.4% 936 $78K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.3% 930 $77K
Beacon Capital Management, LLC 0.01% Add +12.6% 884 $73K
Financial Network Wealth Advisors LLC 0.06% No change 880 $73K
Householder Group Estate & Retirement Specialist, LLC 0.02% Reduce -12.7% 863 $71K
Atticus Wealth Management, LLC 0.02% Add +29.5% 821 $68K
Vestor Capital, LLC 0.01% Reduce -54.3% 816 $68K
McClarren Financial Advisors, Inc. 0.01% Add +9.2% 83 $67K
Pittenger & Anderson Inc. 0.00% Reduce -5.9% 793 $66K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +10.8% 792 $66K
United Community Bank 0.03% No change 788 $65K
Paladin Advisory Group, LLC 0.05% No change 784 $65K
BOK Financial Private Wealth, Inc. 0.00% No change 764 $63K
Adirondack Trust Co. 0.02% No change 694 $58K
Blue Trust, Inc. 0.00% Add +42.1% 746 $57K
Frazier Financial Advisors, LLC 0.04% Add +4.7% 675 $56K
Cordgrass Capital Advisors, LLC 0.02% Reduce -35.9% 644 $53K
Russell Investments Group, Ltd. 0.00% Add +1671.4% 620 $51K
Barrett & Company, Inc. 0.02% No change 615 $51K
Painted Porch Advisors LLC 0.02% No change 588 $49K
Man Group plc 0.00% Reduce -98.0% 588 $49K
Banque Cantonale Vaudoise 0.00% Add +26.5% 583 $48K
Armor Investment Advisors, LLC 0.02% No change 573 $48K
Davis Capital Management 0.04% No change 565 $47K
Valley National Advisers Inc. 0.01% No change 562 $46K
Palouse Capital Management, Inc. 0.03% No change 548 $45K
Tower View Wealth Management LLC 0.02% Add +0.4% 544 $45K
Tucker Asset Management LLC 0.01% No change 533 $44K
Founders Financial Alliance, LLC 0.01% No change 531 $44K
Resources Management Corp. /CT/ 0.01% No change 510 $42K
Basso Capital Management, L.P. 0.04% New 500 $42K
Guardian Wealth Advisors, LLC / NC 0.00% No change 485 $40K
Marquette Asset Management, LLC 0.01% New 482 $40K
Ameritas Investment Partners, Inc. 0.00% Reduce -2.9% 473 $39K
Signaturefd, LLC 0.00% Add +26.9% 472 $39K
DHJJ Financial Advisors, Ltd. 0.02% Add +1.1% 469 $39K
Compagnie Lombard Odier SCmA 0.00% New 454 $38K
Continuum Advisory, LLC 0.00% Reduce -44.6% 465 $38K
Hazlett, Burt & Watson, Inc. 0.02% No change 450 $37K
Avion Wealth 0.01% No change 451 $37K
Mark Sheptoff Financial Planning, LLC 0.02% No change 439 $36K
Indiana Trust & Investment Management Co 0.01% No change 439 $36K
Pacific Center for Financial Services 0.01% No change 439 $36K
PSI Advisors, LLC 0.01% No change 438 $36K
Carolinas Wealth Consulting LLC 0.01% Add +0.2% 434 $36K
Duncker Streett & Co. Inc. 0.01% No change 428 $36K
TruNorth Capital Management, LLC 0.01% No change 419 $35K
Founders Capital Management 0.02% Add +0.2% 416 $35K
Mascoma Wealth Management LLC 0.01% No change 415 $34K
Creative Capital Management Investments LLC 0.01% No change 406 $34K
Rice Partnership, LLC 0.01% No change 397 $33K
Tidemark, LLC 0.01% Reduce -16.7% 394 $33K
Key Financial Inc 0.01% No change 392 $33K
Park Place Capital Corp 0.01% No change 385 $32K
Rakuten Securities, Inc. 0.01% Add +305.3% 381 $32K
Plante Moran Financial Advisors, LLC 0.00% No change 381 $32K
Cornerstone Planning Group LLC 0.01% Reduce -11.8% 382 $31K
Farmers & Merchants Investments Inc. 0.00% Reduce -12.2% 359 $30K
Harbor Investment Advisory, LLC 0.00% Add +14.3% 352 $29K
Biltmore Family Office, LLC 0.01% No change 350 $29K
Operose Advisors LLC 0.01% No change 348 $29K
EverSource Wealth Advisors, LLC 0.00% No change 340 $28K
Bristlecone Advisors, LLC 0.00% New 337 $28K
Phillips Financial Management, LLC 0.00% Reduce -47.3% 330 $27K
Bellevue Asset Management, LLC 0.01% No change 324 $27K
Lindbrook Capital, LLC 0.00% No change 310 $26K
Pathway Financial Advisers, LLC 0.01% Add +10.8% 307 $25K
Ascentis Wealth Management, LLC 0.01% — 305 $25K
Aspire Private Capital, LLC 0.01% No change 305 $25K
Wintrust Investments LLC 0.02% Reduce -91.8% 304 $25K
Ransom Advisory, Ltd 0.01% No change 300 $25K
Missouri Trust & Investment Co 0.01% Reduce -42.9% 300 $25K
Mather Group, Llc. 0.00% Reduce -77.8% 300 $25K
Hantz Financial Services, Inc. 0.00% Reduce -37.6% 294 $24K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 279 $23K
Piscataqua Savings Bank 0.02% No change 275 $23K
Northwest Capital Management Inc 0.01% No change 274 $23K
Sound Income Strategies, LLC 0.00% Add +1118.2% 268 $22K
Sawyer & Company, Inc 0.01% No change 259 $21K
Avalon Trust Co 0.00% No change 249 $21K
Dynamic Wealth Strategies, LLC 0.02% Reduce -9.6% 246 $20K
Sage Mountain Advisors LLC 0.00% No change 223 $19K
Spectrum Wealth Counsel, LLC 0.00% No change 221 $18K
CarsonAllaria Wealth Management, Ltd. 0.01% New 208 $17K
First Command Advisory Services, Inc. 0.00% No change 200 $17K
First PREMIER Bank 0.00% Reduce -87.9% 197 $16K
Friedenthal Financial 0.01% No change 192 $16K
Brown Brothers Harriman & Co. 0.00% Add +308.5% 192 $16K
Delta Asset Management LLC 0.00% No change 191 $16K
HHM Wealth Advisors, LLC 0.00% New 179 $15K
Versant Capital Management, Inc 0.00% Reduce -59.0% 175 $15K
Eastern Bank 0.00% New 170 $14K
Centennial Bank 0.01% No change 150 $12K
Core Alternative Capital 0.00% No change 150 $12K
Register Financial Advisors LLC 0.01% No change 148 $12K
Windsor Advisory Group, LLC 0.01% New 145 $12K
PFS Partners, LLC 0.01% Add +0.7% 143 $12K
Eukles Asset Management 0.00% No change 142 $12K
Game Plan Financial Advisors, LLC 0.01% Add +7.7% 140 $12K
Townsend Asset Management Corp. /NC/ 0.00% Reduce -19.5% 132 $11K
Pacifica Partners Inc. 0.00% No change 130 $11K
REAP Financial Group, LLC 0.00% Reduce -3.8% 128 $11K
Claris Advisors, LLC / Mo / 0.00% New 125 $10K
Arax Advisory Partners 0.00% No change 125 $10K
Salem Investment Counselors Inc. 0.00% Reduce -10.7% 125 $10K
Smithfield Trust Co 0.00% No change 117 $10K
Future Financial Wealth Managment LLC 0.01% New 120 $10K
Peoples Financial Services Corp. 0.00% No change 119 $10K
Financial Freedom, LLC 0.01% No change 118 $10K
Oarsman Capital, Inc. 0.00% New 117 $10K
WR Wealth Planners, LLC 0.00% No change 114 $9K
Concord Wealth Partners 0.00% Reduce -10.0% 108 $9K
Kathleen S. Wright Associates Inc. 0.00% No change 102 $8K
New Republic Capital, LLC 0.00% No change 95 $8K
Parkside Financial Bank & Trust 0.00% No change 93 $8K
GAMMA Investing LLC 0.00% No change 93 $8K
Halpern Financial, Inc. 0.00% New 94 $8K
Gold Investment Management Ltd. 0.00% No change 84 $7K
JDM Financial Group LLC 0.00% No change 84 $7K
Morton Brown Family Wealth, LLC 0.00% New 84 $7K
Legacy Investment Solutions, LLC 0.00% — 86 $7K
Legacy Wealth Managment, LLC 0.00% — 86 $7K
Signature Resources Capital Management, LLC 0.01% No change 80 $7K
Investors Research Corp 0.00% Reduce -62.7% 78 $6K
Covestor Ltd 0.00% Reduce -15.8% 69 $6K
St Germain D J Co. Inc. 0.00% No change 65 $5K
Jamison Private Wealth Management, Inc. 0.00% New 62 $5K
Truvestments Capital LLC 0.00% New 62 $5K
Northwest Financial Advisors 0.00% New 60 $5K
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
Highline Wealth Partners LLC 0.00% Reduce -80.0% 46 $4K
Hobbs Group Advisors, LLC 0.00% New 41 $3K
MGB Wealth Management, LLC 0.00% No change 40 $3K
Gilliland Jeter Wealth Management LLC 0.00% New 38 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 41 $3K
Daiwa Securities Group Inc. 0.00% No change 32 $3K
Olistico Wealth, LLC 0.00% No change 35 $3K
Evermay Wealth Management LLC 0.00% No change 35 $3K
SJS Investment Consulting Inc. 0.00% No change 33 $3K
Raleigh Capital Management Inc. 0.00% Add +383.3% 29 $2K
Tradewinds Capital Management, LLC 0.00% New 23 $2K
Broadwater Capital Management LLC 0.00% No change 22 $2K
DecisionPoint Financial, LLC 0.00% No change 17 $1K
Family Asset Management, LLC 0.00% No change 12 $996
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $845
POM Investment Strategies, LLC 0.00% Reduce -85.3% 10 $830
LMR Partners LLP 0.00% New 7 $581
Global Wealth Strategies & Associates 0.00% No change 4 $332
Parallax Volatility Advisers, L.P. 0.00% No change 1 $83
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.