SS Consumer Staples Sel SectXLPETF

13F holders, Q3 2025 (September 30)
1,163holders −35
82new positions
112sold out
7famous investors
$78.37avg. 13F price*

At the end of Q3 2025, 1,163 institutions reported holding SS Consumer Staples Sel Sect (XLP) in their 13F filings, down 35 from Q2 2025. 82 opened new positions and 112 sold out. The largest holders were Bank of America Corp. ($2.1B), Goldman Sachs Group Inc. ($976.6M) and Morgan Stanley ($780.5M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
SS Consumer Staples Sel Sect
Filed as
SELECT SECTOR SPDR TR (Q3 2025)
CUSIP
81369Y308
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions82$279.3M
Exits112$218.5M

All 13F filers, Q2 2025 → Q3 2025: 40,184,880 shares bought and 12,305,494 shares sold, net +27,879,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,163 holders

Bank of America Corp. 0.16% Reduce -2.1% 26,612,338 $2.1B
Goldman Sachs Group Inc. 0.14% Add +21.3% 12,461,524 $976.6M
Morgan Stanley 0.05% Reduce -7.1% 9,958,988 $780.5M
JPMorgan Chase & Co. 0.05% Add +15.4% 9,725,834 $762.2M
Barclays PLC 0.26% Add +848.9% 8,788,306 $688.7M
Healthcare of Ontario Pension Plan Trust Fund 0.95% Add +24.3% 6,524,000 $511.3M
Two Sigma Investments, LP 0.79% Add +242.5% 6,247,272 $489.6M
Envestnet Asset Management Inc. 0.12% Add +6.1% 5,114,772 $400.8M
Citigroup Inc. 0.27% Add +406.7% 5,049,163 $395.7M
Raymond James Financial Inc. 0.12% Add +6.6% 4,621,806 $362.2M
Wells Fargo & Company 0.07% Add +16.2% 4,601,284 $360.6M
UBS Group AG 0.06% Add +28.8% 4,144,995 $324.8M
LPL Financial LLC 0.09% Reduce -2.7% 4,075,119 $319.4M
Caisse de depot et placement du Quebec 0.50% Add +75.3% 3,548,211 $278.1M
Ameriprise Financial Inc. 0.06% Reduce -12.4% 3,439,413 $269.6M
Menora Mivtachim Holdings LTD. 1.32% Reduce -0.2% 3,319,147 $260.1M
Janney Montgomery Scott LLC 0.53% Add +4.9% 2,854,844 $223.7M
Truist Financial Corp. 0.30% Add +8.7% 2,853,959 $223.7M
Harel Insurance Investments & Financial Services Ltd. 1.98% Add +0.3% 2,804,768 $219.8M
WestEnd Advisors, LLC 4.76% Add +11.9% 2,597,245 $203.5M
Citadel Advisors 0.12% Add +5131.6% 1,890,291 $148.1M
Millennium Management 0.11% Add +16.8% 1,656,452 $129.8M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.3% 1,619,802 $126.9M
Nissay Asset Management Corp. /Japan 0.68% No change 1,579,530 $123.8M
Royal Bank of Canada 0.02% Add +21.1% 1,556,335 $122.0M
Phoenix Financial Ltd. 1.41% Add +509.9% 1,476,022 $115.7M
Qube Research & Technologies Ltd 0.16% Add +116.5% 1,459,988 $114.4M
Fisher Asset Management 0.04% Reduce -1.8% 1,308,289 $102.5M
Osaic Holdings, Inc. 0.13% Add +111.8% 1,205,400 $95.2M
PGIM Custom Harvest LLC 1.37% Reduce -2.7% 1,160,872 $91.0M
Migdal Insurance & Financial Holdings Ltd. 0.95% Add +64951.7% 1,120,841 $87.8M
Natixis 0.45% Add +0.6% 1,056,112 $82.8M
Cibc World Market Inc. 0.17% Reduce -0.1% 1,051,805 $82.4M
State Street Corp. 0.00% Reduce -35.4% 1,050,278 $82.3M
Bank of Nova Scotia 0.14% Add +4279.0% 1,023,370 $80.2M
Candlestick Capital Management LP 2.94% New 965,050 $75.6M
Saudi Central Bank 2.87% No change 963,581 $75.5M
Victory Capital Management Inc. 0.04% Add +13.2% 897,840 $70.4M
Quadrature Capital Ltd 0.80% New 859,020 $67.3M
Commonwealth Equity Services, LLC 0.08% Reduce -6.1% 803,500 $63.0M
BNP Paribas Financial Markets 0.05% Add +779.8% 787,649 $61.7M
Cetera Investment Advisers 0.07% Reduce -29.1% 773,741 $60.6M
Richard Bernstein Advisors LLC 1.60% Reduce -2.8% 724,175 $56.1M
Agf Management Ltd. 0.24% Reduce -30.8% 678,704 $53.2M
Conservest Capital Advisors, Inc. 4.64% Add +0.3% 639,567 $50.1M
Stifel Financial Corp. 0.04% Reduce -27.2% 605,394 $47.4M
Alps Advisors Inc. 0.26% Add +2.8% 597,750 $46.8M
Perbak Capital Partners LLP 7.47% Add +106.2% 541,528 $42.4M
Exchange Traded Concepts, LLC 0.35% Reduce -13.5% 462,022 $36.2M
Advisory Alpha, LLC 0.99% Add +9.4% 454,843 $35.5M
Greenwood Gearhart LLC 1.97% Add +2.8% 435,879 $34.2M
Rockport Wealth LLC 6.92% Add +5.6% 433,536 $34.0M
Assetmark, Inc. 0.07% Reduce -38.0% 425,393 $33.3M
KCM Investment Advisors LLC 1.04% Add +0.5% 410,556 $32.2M
Trust Asset Management LLC 2.18% No change 405,519 $31.8M
HighTower Advisors, LLC 0.04% Reduce -6.4% 399,971 $31.3M
Kingsview Wealth Management, LLC 0.46% Add +62.4% 387,909 $30.4M
BlackRock, Inc. 0.00% Reduce -39.0% 386,515 $30.3M
Squarepoint Ops LLC 0.06% Reduce -43.8% 380,470 $29.8M
Gerber Kawasaki Wealth & Investment Management 1.00% Add +18.4% 373,147 $29.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.72% Add +16.9% 373,054 $29.2M
MML Investors Services, LLC 0.08% Reduce -7.0% 362,190 $28.4M
Mirae Asset Securities (usa) Inc. 1.20% No change 350,000 $27.4M
Renaissance Technologies 0.04% Add +170.7% 341,600 $26.8M
Factory Mutual Insurance Co. 0.26% No change 336,700 $26.4M
Mercer Global Advisors Inc. 0.04% Add +1084.1% 295,412 $23.2M
Alliancebernstein L.P. 0.01% New 279,412 $21.9M
1832 Asset Management L.P. 0.03% Reduce -2.1% 262,000 $20.5M
Jump Financial, LLC 0.27% Add +761.3% 254,929 $20.0M
Estate Counselors, LLC 1.69% Add +9.8% 250,938 $19.7M
Trek Financial, LLC 1.14% Add +1.3% 243,897 $19.1M
US Bancorp \de 0.02% Reduce -3.5% 241,322 $18.9M
Swan Global Investments, LLC 0.82% Reduce -14.0% 236,791 $18.6M
Passaic Partners LLC 2.21% Add +40.1% 234,484 $18.4M
Susquehanna International Group, LLP 0.03% Add +96.3% 233,553 $18.3M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -25.9% 233,324 $18.3M
Rockefeller Capital Management L.P. 0.04% Reduce -7.8% 231,460 $18.1M
RiverFront Investment Group, LLC 0.30% Add +1.2% 221,007 $17.3M
Armstrong Advisory Group, Inc. 1.18% Reduce -0.7% 214,322 $16.8M
Krilogy Financial LLC 0.63% Add +34.1% 219,583 $16.7M
NewEdge Advisors, LLC 0.08% Add +47.2% 212,318 $16.6M
Full Sail Capital, LLC 0.90% Reduce -0.6% 209,024 $16.4M
Rothschild Capital Partners, LLC 3.84% Reduce -7.2% 207,464 $16.3M
Clarity Financial LLC 1.58% Add +4.6% 202,698 $15.9M
Sanctuary Advisors, LLC 0.09% Add +1.7% 202,666 $15.9M
Private Advisor Group, LLC 0.08% Reduce -3.1% 200,340 $15.7M
Lighthouse Investment Partners, LLC 0.56% New 197,554 $15.5M
J. Goldman & Co LP 0.59% Reduce -17.9% 197,468 $15.5M
Peapack Gladstone Financial Corp. 0.20% Add +0.7% 191,230 $15.0M
Northern Trust Corp. 0.00% Reduce -2.8% 188,870 $14.8M
Biltmore Wealth Management, LLC 5.54% Add +5.3% 185,254 $14.5M
Thrivent Financial for Lutherans 0.03% Add +377.5% 183,132 $14.4M
Captrust Financial Advisors 0.03% Add +2.6% 182,037 $14.3M
Equitable Holdings, Inc. 0.10% Reduce -5.0% 181,763 $14.2M
Mariner, LLC 0.02% Reduce -14.8% 180,325 $14.1M
IHT Wealth Management, LLC 0.35% Add +5.4% 174,644 $13.7M
Creative Planning 0.01% Add +0.9% 174,360 $13.7M
PNC Financial Services Group, Inc. 0.01% Add +0.4% 173,025 $13.6M
Janney Capital Management LLC 0.84% Reduce -3.6% 172,872 $13.5M
Kestra Advisory Services, LLC 0.06% Add +11.2% 169,582 $13.3M
Bar Harbor Wealth Management 0.78% Add +0.0% 165,422 $13.0M
MAI Capital Management 0.08% Reduce -2.2% 163,724 $12.8M
Prestige Wealth Management Group LLC 2.44% Add +2.8% 161,524 $12.7M
J.W. Cole Advisors, Inc. 0.24% Add +1.2% 159,829 $12.5M
Makena Capital Management LLC 1.28% Add +9.1% 157,643 $12.4M
Integrated Wealth Concepts LLC 0.11% Add +11.1% 157,104 $12.3M
Matauro, LLC 1.86% Add +61.4% 149,699 $11.7M
Park Avenue Securities LLC 0.09% Reduce -17.5% 147,527 $11.6M
Marshall Wace, LLP 0.01% Reduce -76.2% 146,271 $11.5M
Gunma Bank,Ltd. 3.55% Add +33.5% 144,535 $11.3M
SIH Partners, LLLP 0.98% New 143,482 $11.2M
Concurrent Investment Advisors, LLC 0.19% Reduce -5.6% 137,924 $10.8M
Evolution Wealth Advisors, LLC 1.41% Add +0.8% 134,180 $10.5M
DAVENPORT & Co LLC 0.06% Add +8.9% 133,478 $10.5M
Moore Capital Management, LP 0.21% Reduce -49.3% 131,274 $10.3M
Bank of Montreal 0.00% Reduce -87.9% 130,520 $10.2M
Ashton Thomas Private Wealth, LLC 0.26% Add +55.5% 129,425 $10.1M
Ayalon Insurance Comp Ltd. 2.56% No change 129,192 $10.1M
IMZ Advisory Inc 3.75% Reduce -2.7% 128,689 $10.1M
Trilogy Capital Inc. 0.46% Add +1.9% 127,641 $10.0M
SG Americas Securities, LLC 0.04% Add +70.5% 127,431 $10.0M
Sumitomo Mitsui Financial Group, Inc. 0.17% Add +7.0% 125,251 $9.8M
Jones Financial Companies LLLP 0.01% Add +4.0% 124,402 $9.7M
Measured Wealth Private Client Group, LLC 2.61% Add +2.6% 123,471 $9.7M
Private Wealth Advisors, LLC 3.64% Reduce -1.6% 123,369 $9.7M
WFA Asset Management Corp 5.22% Reduce -16.2% 115,719 $9.6M
Retirement Planning Group, LLC 0.32% Add +273.4% 119,311 $9.4M
Prudent Investors Network, Inc. 2.29% Add +4.9% 119,245 $9.3M
Prime Capital Investment Advisors, LLC 0.12% Reduce -0.4% 118,271 $9.3M
Valence8 US LP 3.13% Reduce -5.4% 116,608 $9.1M
Salomon & Ludwin, LLC 0.81% Add +2.9% 116,078 $9.1M
Sharper & Granite LLC 3.16% Reduce -17.0% 112,571 $8.8M
Nan Shan Life Insurance Co., Ltd. 0.18% New 110,000 $8.6M
Lodge Hill Capital, LLC 1.52% Add +63.0% 108,610 $8.5M
Capital Insight Partners, LLC 1.38% Reduce -1.1% 106,520 $8.3M
Kwmg, LLC 0.73% Add +4.1% 105,993 $8.3M
Tudor Investment Corporation 0.05% Add +210.6% 103,916 $8.1M
Wolverine Trading, LLC 0.16% New 102,809 $8.0M
Stillwater Capital Advisors, LLC 0.90% Reduce -8.9% 101,570 $8.0M
Rooted Wealth Advisors, Inc. 2.40% Reduce -21.0% 100,960 $7.9M
LifePlan Financial, LLC 6.17% Add +2.6% 99,339 $7.8M
Novare Capital Management LLC 0.59% Reduce -0.2% 98,562 $7.7M
Fifth Third Securities, Inc. 0.53% Add +8.2% 98,190 $7.7M
United Asset Strategies, Inc. 0.62% Add +1.9% 98,143 $7.7M
IFG Advisory, LLC 0.34% Reduce -0.6% 95,893 $7.5M
Spinnaker Trust 0.41% Reduce -0.1% 93,714 $7.3M
Spire Wealth Management 0.24% Reduce -29.7% 89,743 $7.0M
Occidental Asset Management, LLC 0.87% Reduce -0.5% 88,875 $7.0M
Circle Wealth Management, LLC 0.13% Add +4.2% 87,172 $6.8M
Money Concepts Capital Corp. 0.42% Reduce -3.2% 87,100 $6.8M
First Interstate Bank 0.38% Reduce -2.1% 87,023 $6.8M
Atria Investments, Inc 0.08% Reduce -13.0% 85,079 $6.7M
WT Wealth Management 1.91% Add +1.1% 84,570 $6.6M
Corient Private Wealth LP 0.01% Add +18.9% 97,447 $6.5M
Capital Investment Advisors, LLC 0.11% Reduce -1.7% 82,500 $6.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.3% 82,094 $6.4M
National Bank of Canada 0.01% Add +34.6% 81,720 $6.4M
EWG Elevate Inc. 1.98% Reduce -9.7% 80,895 $6.3M
Focus Partners Wealth 0.01% Add +14.0% 80,546 $6.3M
First Merchants Corp. 0.24% Reduce -5.7% 80,379 $6.3M
Advisory Services Network, LLC 0.09% Add +3.5% 79,652 $6.2M
Steward Partners Investment Advisory, LLC 0.04% Reduce -18.3% 78,012 $6.1M
HRT Financial LP 0.02% Reduce -33.6% 77,793 $6.1M
Maven Securities LTD 1.15% Reduce -38.9% 76,781 $6.0M
Banco Santander, S.A. 0.05% Add +9.1% 76,700 $6.0M
One Wealth Map LLC 3.13% Add +2.9% 76,933 $5.9M
Brave Asset Management Inc. 1.41% Add +3.9% 73,666 $5.8M
IMC-Chicago, LLC 0.10% New 73,240 $5.7M
GTS Securities LLC 0.22% Add +146.3% 73,189 $5.7M
Comerica Bank 0.02% Reduce -8.2% 72,822 $5.7M
Waverly Advisors, LLC 0.06% Add +6.2% 72,573 $5.7M
Long Run Wealth Advisors, LLC 1.11% Add +14.3% 71,939 $5.6M
Howard Capital Management Group, LLC 0.35% Reduce -0.4% 71,443 $5.6M
Ferguson Wellman Capital Management, Inc. 0.09% Add +4.5% 69,587 $5.5M
Baird Financial Group, Inc. 0.01% Add +8.6% 68,544 $5.4M
Innealta Capital, LLC 2.67% Add +6.3% 68,260 $5.3M
Old National Bancorp 0.09% Reduce -5.7% 68,099 $5.3M
Sound View Wealth Advisors Group, LLC 0.37% Add +7.2% 68,035 $5.3M
NWF Advisory Services Inc. 0.58% Add +0.6% 67,630 $5.3M
Franklin Resources Inc. 0.00% Add +17.8% 66,928 $5.2M
Vickerman Investment Advisors, Inc. 1.06% Add +5.3% 66,861 $5.2M
FMR LLC 0.00% Add +2.3% 66,669 $5.2M
Capital Investment Advisory Services, LLC 0.41% Reduce -3.2% 66,648 $5.2M
Systelligence, LLC 0.99% New 66,349 $5.2M
Premier Path Wealth Partners, LLC 0.67% Add +0.4% 66,272 $5.2M
Independent Financial Group, LLC 0.12% Reduce -10.9% 65,439 $5.1M
Cercano Management LLC 0.20% Reduce -76.8% 65,127 $5.1M
Capital Advisors Wealth Management, LLC 0.72% Add +68.1% 64,744 $5.1M
Sage Capital Management, LLC 2.23% Reduce -1.6% 63,165 $5.0M
Intrua Financial, LLC 0.58% Add +14.6% 63,100 $4.9M
Econ Financial Services Corp 2.46% New 63,027 $4.9M
Triumph Capital Management 1.33% Add +777.8% 62,757 $4.9M
Fca Corp. 1.37% Add +1.1% 62,755 $4.9M
Destination Wealth Management 0.13% Add +0.7% 62,152 $4.9M
Virtu Financial LLC 0.27% Add +249.3% 62,078 $4.9M
Cwm, LLC 0.01% Add +63.2% 60,423 $4.7M
Chemung Canal Trust Co. 0.93% Add +0.3% 59,670 $4.7M
SRB Corp. 0.27% No change 59,584 $4.7M
Allspring Global Investments Holdings, LLC 0.01% Add +8.8% 59,001 $4.6M
Compass Wealth Management, LLC 2.02% Add +7.7% 58,287 $4.6M
Coastal Bridge Advisors, LLC 0.35% Add +16.1% 58,236 $4.6M
American National Bank of Texas 4.19% — 56,823 $4.5M
Atom Investors LP 0.34% New 56,745 $4.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.25% Add +11.3% 56,570 $4.4M
Concord Investment Counsel Inc. 1.40% — 56,176 $4.4M
Winthrop Capital Management, LLC 1.06% Add +3.0% 56,132 $4.4M
Wealthcare Advisory Partners LLC 0.09% Add +9.9% 55,238 $4.3M
Walleye Capital LLC 0.04% Add +4.5% 54,495 $4.3M
Greenland Capital Management LP 0.68% Add +172.8% 53,970 $4.2M
Martin & Co. Inc. 0.74% Reduce -1.6% 53,329 $4.2M
Orange Investment Advisors, Inc. 0.43% Add +7.6% 52,741 $4.1M
Thor Trading Advisors, LLC 2.09% Add +23.0% 52,503 $4.1M
CX Institutional 0.12% Add +245.9% 52,219 $4.1M
AlphaCore Capital LLC 0.14% Reduce -0.9% 51,982 $4.1M
Hancock Whitney Corp. 0.07% Reduce -0.5% 51,060 $4.0M
Associated Banc-Corp 0.11% Add +1.1% 51,023 $4.0M
MMBG Investment Advisors Co. 0.35% No change 50,602 $4.0M
Toth Financial Advisory Corp. 0.43% Add +2.8% 50,405 $4.0M
SkyView Investment Advisors, LLC 0.50% Add +3.2% 50,110 $3.9M
Holocene Advisors, LP 0.01% New 50,000 $3.9M
Dakota Wealth Management 0.08% Reduce -8.7% 49,610 $3.9M
Sigma Planning Corp 0.11% Reduce -3.7% 49,601 $3.9M
Focus Financial Network, Inc. 0.14% Reduce -7.2% 49,162 $3.9M
Ellis Investment Partners, LLC 0.70% Reduce -5.6% 49,141 $3.9M
Simmons Bank 0.26% Reduce -0.8% 49,080 $3.8M
Bessemer Group Inc. 0.01% Reduce -2.9% 48,884 $3.8M
Main Street Financial Solutions, LLC 0.24% Add +13.2% 48,586 $3.8M
Mission Hills Financial Advisory, LLC 1.98% Add +1.0% 47,518 $3.7M
Quantinno Capital Management LP 0.01% Add +58.2% 46,863 $3.7M
Transcend Capital Advisors, LLC 0.26% Add +11.2% 46,364 $3.6M
Providence First Trust Co 1.25% Reduce -1.8% 45,974 $3.6M
Stockman Wealth Management, Inc. 0.45% Add +3.6% 45,776 $3.6M
Founders Financial Securities LLC 0.24% Reduce -4.4% 45,553 $3.6M
WBH Advisory Inc. 0.27% Reduce -1.4% 45,487 $3.6M
Schonfeld Strategic Advisors LLC 0.02% New 45,401 $3.6M
Synovus Financial Corp. 0.04% Add +0.0% 45,343 $3.6M
First International Bank of Israel Ltd. 2.02% No change 45,300 $3.6M
Capital Advantage, Inc. 0.53% Reduce -1.6% 45,091 $3.5M
Pathstone Holdings, LLC 0.01% Reduce -4.5% 44,848 $3.5M
Apexium Financial, LP 0.17% Reduce -1.1% 44,714 $3.5M
Theory Financial LLC 1.23% Add +13.7% 43,973 $3.5M
Canton Hathaway, LLC 0.67% Add +2.5% 44,406 $3.5M
Cresset Asset Management, LLC 0.02% Add +0.0% 44,325 $3.5M
Signal Advisors Wealth, LLC 0.31% Add +9.9% 44,220 $3.5M
Lido Advisors, LLC 0.01% Add +53.3% 43,861 $3.4M
Larson Financial Group LLC 0.12% Add +18.7% 43,444 $3.4M
Fifth Third Bancorp 0.01% Reduce -9.9% 42,649 $3.3M
Cerity Partners LLC 0.01% Reduce -2.7% 42,190 $3.3M
CreativeOne Wealth, LLC 0.08% Add +15.0% 41,988 $3.3M
Dash Acquisitions Inc. 0.64% New 42,159 $3.2M
Delos Wealth Advisors, LLC 2.15% Add +9.7% 40,686 $3.2M
First Financial Bank - Trust Division 0.27% Reduce -1.3% 40,233 $3.2M
Merit Financial Group, LLC 0.03% Add +71.9% 39,531 $3.1M
Beacon Capital Management, Inc. 0.15% New 39,458 $3.1M
BBR Partners, LLC 0.18% Add +16.4% 39,309 $3.1M
PCG Wealth Advisors, LLC 0.90% Reduce -1.2% 39,236 $3.1M
Penserra Capital Management LLC 0.04% Reduce -14.1% 38,897 $3.0M
Arkadios Wealth Advisors 0.07% Reduce -1.9% 38,746 $3.0M
Granite Harbor Advisors, Inc. 1.26% Add +1.2% 38,219 $3.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% New 38,170 $3.0M
Horizon Investments, LLC 0.04% Add +6.5% 38,108 $3.0M
Allred Capital Management, LLC 1.03% Reduce -0.4% 37,821 $3.0M
Polymer Capital Management (HK) LTD 0.41% No change 37,500 $2.9M
Prosperity Consulting Group, LLC 0.14% Add +18.1% 37,225 $2.9M
Tiaa Trust, National Association 0.01% Reduce -86.2% 37,041 $2.9M
1607 Capital Partners, LLC 0.22% Reduce -37.7% 36,590 $2.9M
Cubist Systematic Strategies, LLC 0.04% New 36,127 $2.8M
RPg Family Wealth Advisory, LLC 0.62% Reduce -1.9% 36,058 $2.8M
III Capital Management 0.73% Add +86.8% 36,051 $2.8M
Dynamic Advisor Solutions LLC 0.08% Reduce -51.2% 35,685 $2.8M
Cedar Mountain Advisors, LLC 0.54% Reduce -8.6% 35,374 $2.8M
Butensky & Cohen Financial Security, Inc. 0.77% Add +3.1% 35,218 $2.8M
AE Wealth Management LLC 0.02% Reduce -2.0% 34,986 $2.7M
Sequoia Financial Advisors, LLC 0.02% Add +6.4% 34,612 $2.7M
Bank of New York Mellon Corp 0.00% Add +1.2% 34,088 $2.7M
Berger Financial Group, Inc 0.16% Reduce -1.3% 34,030 $2.7M
Apollon Financial, LLC 0.44% Reduce -3.9% 33,722 $2.6M
AlphaQuest LLC 0.17% Reduce -21.1% 33,360 $2.6M
&partners 0.02% Add +9.2% 33,220 $2.6M
AMG National Trust Bank 0.06% Add +0.5% 33,081 $2.6M
Integrated Advisors Network LLC 0.11% Add +28.5% 33,079 $2.6M
FSC Wealth Advisors, LLC 1.49% No change 32,929 $2.6M
Ethos Financial Group, LLC 0.20% Reduce -2.7% 32,854 $2.6M
Flow Traders U.S. LLC 0.10% New 32,692 $2.6M
TCV Trust & Wealth Management, Inc. 0.21% Add +2.0% 32,669 $2.6M
Acima Private Wealth, LLC 0.80% No change 32,625 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 32,622 $2.6M
Midwest Trust Co 0.03% Reduce -1.4% 32,294 $2.5M
Carolina Wealth Advisors, LLC 1.09% Add +8636.9% 32,239 $2.5M
WP Advisors, LLC 0.64% Add +0.7% 32,128 $2.5M
AQR Capital Management 0.00% Add +32.8% 31,928 $2.5M
Citizens Financial Group Inc. 0.03% Add +0.6% 31,925 $2.5M
Regal Investment Advisors LLC 0.16% Add +4.5% 31,708 $2.5M
Magnus Financial Group LLC 0.20% Reduce -7.5% 31,589 $2.5M
Retirement Guys Formula LLC 0.85% Reduce -1.0% 30,659 $2.4M
Wealthfront Advisers LLC 0.01% Reduce -0.7% 30,543 $2.4M
Tritonpoint Wealth, LLC 0.20% Reduce -1.3% 30,505 $2.4M
CMG Global Holdings, LLC 1.17% Add +7.3% 30,134 $2.4M
Asset Advisors Investment Management, LLC 0.23% Reduce -0.7% 30,458 $2.4M
Camelot Technology Advisors, Inc. 1.91% Reduce -0.2% 30,374 $2.4M
Maridea Wealth Management LLC 0.37% Add +113.9% 29,800 $2.4M
AAFMAA Wealth Management & Trust LLC 0.94% Add +3.5% 30,243 $2.4M
Essex LLC 0.42% Add +5.5% 29,792 $2.3M
Everstar Asset Management, LLC 1.32% Reduce -10.9% 29,761 $2.3M
Afg Fiduciary Services Limited Partnership 1.35% Add +6.0% 29,772 $2.3M
Cooksen Wealth, LLC 1.73% Add +8.3% 29,619 $2.3M
Fluent Financial, LLC 0.91% Reduce -11.3% 29,590 $2.3M
Venturi Wealth Management, LLC 0.11% Reduce -27.7% 29,439 $2.3M
Hansen & Associates Financial Group, Inc. 0.96% New 29,673 $2.3M
M&T Bank Corp 0.01% Add +0.8% 29,025 $2.3M
Pallas Capital Advisors LLC 0.08% Add +1.2% 28,594 $2.2M
Verus Capital Partners, LLC 0.17% Reduce -10.8% 28,545 $2.2M
Legacy Advisors, LLC 0.28% — 28,522 $2.2M
Ami Investment Management Inc. 0.52% Add +24.2% 28,465 $2.2M
Colton Groome Financial Advisors, LLC 0.68% Add +2.5% 28,450 $2.2M
Massachusetts Wealth Management 1.11% Add +4.5% 28,417 $2.2M
Benjamin Edwards Inc. 0.03% Reduce -89.7% 28,293 $2.2M
Foronjy Financial LLC 0.97% Reduce -28.7% 28,187 $2.2M
Jane Street Group, LLC 0.00% Reduce -92.4% 28,063 $2.2M
Diversified Enterprises, LLC 0.15% Reduce -0.7% 27,999 $2.2M
Nelson Capital Management, LLC 0.26% Add +1.1% 27,946 $2.2M
Laurel Wealth Advisors LLC 0.30% Add +3.9% 27,849 $2.2M
Private Wealth Group, LLC 1.08% No change 27,672 $2.2M
GeoWealth Management, LLC 0.08% Add +0.2% 27,563 $2.2M
Transamerica Financial Advisors, LLC 0.18% Add +1.3% 27,420 $2.1M
Twin Focus Capital Partners, LLC 0.27% Reduce -0.5% 27,387 $2.1M
Ausdal Financial Partners, Inc. 0.10% Add +75.3% 27,243 $2.1M
Keybank National Association 0.01% Reduce -1.9% 27,049 $2.1M
Busey Bank 0.06% Reduce -0.1% 26,897 $2.1M
Sepio Capital, LP 0.12% Reduce -0.9% 26,700 $2.1M
Credit Agricole S A 0.01% — 26,591 $2.1M
Balyasny Asset Management L.P. 0.00% New 26,569 $2.1M
Addison Advisors LLC 0.48% Add +34.7% 26,463 $2.1M
Scotia Capital Inc. 0.01% Add +17.8% 26,454 $2.1M
Western Wealth Management, LLC 0.11% Reduce -3.6% 26,394 $2.1M
DRW Securities, LLC 0.11% New 26,354 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +59.0% 26,287 $2.1M
Crew Capital Management, Ltd 1.37% Add +2.6% 26,046 $2.0M
Parkside Investments, LLC 0.25% Add +30.0% 26,000 $2.0M
Kennicott Capital Management LLC 0.98% Add +2.8% 25,995 $2.0M
Sharpepoint LLC 1.83% Reduce -2.6% 25,902 $2.0M
Ignite Planners, LLC 0.33% Add +0.3% 25,813 $2.0M
Kestra Private Wealth Services, LLC 0.03% Add +3.1% 25,612 $2.0M
Flagstar Securities, Inc. 0.61% Add +0.7% 25,597 $2.0M
Ameraudi Asset Management, Inc. 1.21% Reduce -73.6% 25,557 $2.0M
CWC Advisors, LLC. 0.98% Add +3.0% 25,415 $2.0M
Wbi Investments, LLC 0.51% Add +3.4% 25,381 $2.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.32% Reduce -9.4% 25,257 $2.0M
Vectors Research Management, LLC 0.62% Add +0.6% 25,247 $2.0M
Stephens Inc. 0.03% Add +6.8% 25,207 $2.0M
First Trust Advisors LP 0.00% Reduce -42.8% 25,060 $2.0M
Caption Management, LLC 0.12% New 25,000 $2.0M
Byrne Financial Freedom, LLC 0.97% Add +17.9% 24,915 $2.0M
TD Waterhouse Canada Inc. 0.01% Reduce -27.0% 24,948 $2.0M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -54.6% 24,745 $1.9M
Brookstone Capital Management 0.02% Reduce -30.3% 24,719 $1.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.93% Reduce -48.2% 24,700 $1.9M
Westside Investment Management, Inc. 0.31% Add +0.6% 24,638 $1.9M
Ranch Capital Advisors Inc. 0.75% Add +2.5% 24,628 $1.9M
Sowell Financial Services LLC 0.07% Reduce -0.4% 24,430 $1.9M
Harrell Investment Partners, LLC 0.45% Add +3.0% 24,382 $1.9M
Cary Street Partners Financial LLC 0.05% Add +7.5% 24,357 $1.9M
Beaumont Financial Advisors, LLC 0.13% Reduce -1.5% 24,290 $1.9M
Carnegie Investment Counsel 0.04% Add +0.6% 24,248 $1.9M
Sage Capital Advisors,llc 0.44% Reduce -0.3% 23,845 $1.9M
Primoris Wealth Advisors, LLC 1.19% Reduce -4.9% 23,794 $1.9M
Pettinga Financial Advisors LLC 0.36% New 23,726 $1.9M
Helium Advisors LLC 1.55% Reduce -26.7% 23,657 $1.9M
Capstone Wealth Management Group LLC 1.18% Add +0.3% 23,615 $1.9M
Mill Creek Capital Advisors, LLC 0.04% Add +0.4% 23,336 $1.8M
Summit Financial, LLC 0.03% Reduce -35.6% 23,309 $1.8M
Ledyard National Bank 0.16% Reduce -3.7% 23,308 $1.8M
Choreo, LLC 0.02% Reduce -2.6% 23,205 $1.8M
M3 Advisory Group, LLC 1.12% Add +1.4% 22,969 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Reduce 0.0% 22,929 $1.8M
Magnolia Capital Management Ltd. 1.37% No change 22,800 $1.8M
Navis Wealth Advisors, LLC 1.34% Add +0.6% 22,773 $1.8M
Evercore Wealth Management, LLC 0.03% No change 22,771 $1.8M
Zullo Investment Group, Inc. 0.66% Add +4.0% 22,610 $1.8M
Stratos Wealth Partners, LTD. 0.02% Reduce -0.7% 22,443 $1.8M
Advyzon Investment Management, LLC 0.30% Add +3.5% 22,156 $1.7M
JBGlobal.com LLC 1.74% No change 21,850 $1.7M
Shepherd Financial Partners LLC 0.16% Reduce -0.6% 21,843 $1.7M
Cabana LLC 10.45% Reduce -0.1% 21,792 $1.7M
Fourth Dimension Wealth, LLC 0.65% Add +5.3% 21,651 $1.7M
111 Capital 0.32% Reduce -17.9% 21,578 $1.7M
Straightline Group LLC 0.97% Add +3.1% 21,287 $1.7M
Bayesian Capital Management, LP 0.34% Add +63.0% 21,058 $1.7M
FIL Ltd 0.00% Reduce -28.6% 20,897 $1.6M
Virtue Capital Management, LLC 0.26% Reduce -5.4% 20,660 $1.6M
Affiance Financial, LLC 0.29% Reduce -0.9% 20,574 $1.6M
Horizon Financial Services, LLC 0.76% Add +10.3% 20,392 $1.6M
Moloney Securities Asset Management, LLC 0.19% Add +5.1% 20,130 $1.6M
U.S. Capital Wealth Advisors, LLC 0.04% Add +6.0% 19,924 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +32.0% 19,890 $1.6M
Verdence Capital Advisors LLC 0.09% Add +14.6% 19,309 $1.5M
Legacy Financial Strategies, LLC 0.28% Reduce -1.1% 19,443 $1.5M
Fiduciary Group, LLC 0.13% Add +8.4% 19,313 $1.5M
Interactive Financial Advisors, Inc. 0.82% Reduce -22.2% 19,271 $1.5M
Harbour Investments, Inc. 0.03% Reduce -3.1% 19,224 $1.5M
Moulton Wealth Management, Inc. 1.09% Reduce -7.0% 19,211 $1.5M
Prelude Capital Management, LLC 0.12% New 19,030 $1.5M
Blair William & Co. 0.00% Reduce -12.3% 19,012 $1.5M
Mutual Advisors, LLC 0.03% Reduce -0.6% 18,694 $1.5M
Chesapeake Wealth Management 0.45% Add +5.0% 18,909 $1.5M
XTX Topco Ltd 0.08% Add +197.0% 18,850 $1.5M
Bank of Marin 1.03% Reduce -4.5% 18,649 $1.5M
Crescent Grove Advisors, LLC 0.14% No change 18,629 $1.5M
3EDGE Asset Management, LP 0.08% Reduce -8.9% 18,659 $1.5M
Meridian Wealth Management, LLC 0.06% Add +3.6% 18,555 $1.5M
CoreCap Advisors, LLC 0.05% Reduce -44.3% 18,361 $1.4M
Glenmede Investment Management, LP 0.01% Reduce -1.1% 18,310 $1.4M
Marex Group Ltd 0.02% New 18,299 $1.4M
HBW Advisory Services LLC 0.16% Reduce -0.6% 18,053 $1.4M
Peterson Wealth Management 0.96% Add +3.6% 17,774 $1.4M
Trust Co 0.14% Reduce -6.3% 17,662 $1.4M
First National Bank of Hutchinson 0.73% No change 17,585 $1.4M
Elevation Point Wealth Partners, LLC 0.10% Reduce -10.1% 17,416 $1.4M
Audent Global Asset Management, LLC 0.99% New 17,400 $1.4M
Meitav Investment House Ltd. 0.02% Reduce -85.7% 17,397 $1.4M
CTC Alternative Strategies, Ltd. 2.18% New 17,230 $1.4M
Clear Creek Financial Management, LLC 0.12% Reduce -27.0% 17,061 $1.3M
Axxcess Wealth Management, LLC 0.03% Reduce -39.0% 16,968 $1.3M
Silver Oak Securities, Incorporated 0.10% Add +58.2% 16,960 $1.3M
McKinley Carter Wealth Services, Inc. 0.07% Reduce -9.4% 16,955 $1.3M
Atlantic Union Bankshares Corp 0.03% Add +11.8% 16,942 $1.3M
MontVue Capital Management, Inc. 0.89% Reduce -0.7% 16,935 $1.3M
V2 Financial group LLC 0.73% Reduce -1.5% 16,932 $1.3M
Donald L. Hagan, LLC 0.65% Reduce -24.8% 16,784 $1.3M
Gladstone Institutional Advisory LLC 0.05% Reduce -0.2% 16,732 $1.3M
MV Capital Management, Inc. 0.12% Reduce -10.1% 16,537 $1.3M
HB Wealth Management, LLC 0.01% Add +33.4% 16,288 $1.3M
Sax Wealth Advisors, LLC 0.07% Add +114.2% 16,262 $1.3M
First Manhattan Co. Llc. 0.00% Reduce -11.9% 16,170 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +1.3% 16,132 $1.3M
CENTRAL TRUST Co 0.03% Reduce -8.6% 16,132 $1.3M
Planning Directions Inc. 0.66% Reduce -2.9% 16,105 $1.3M
Bfsg, LLC 0.12% Reduce -11.0% 15,786 $1.2M
Brown, Lisle/Cummings, Inc. 0.32% No change 15,708 $1.2M
Caprock Group, LLC 0.03% — 15,229 $1.2M
Boltwood Capital Management 0.33% Add +1.7% 15,670 $1.2M
BlueCrest Capital Management Ltd 0.09% No change 15,644 $1.2M
Hilltop Holdings Inc. 0.06% Reduce -35.7% 15,614 $1.2M
High Note Wealth, LLC 0.25% Reduce -1.8% 15,596 $1.2M
Curat Global, LLC 1.15% Reduce -0.2% 15,579 $1.2M
Cushing Capital Partners, LLC 0.95% Add +2.8% 15,519 $1.2M
Simplicity Wealth,LLC 0.07% Reduce -36.3% 15,496 $1.2M
Nations Financial Group Inc, /Ia/ 0.08% Add +0.1% 15,476 $1.2M
Choate Investment Advisors 0.03% Reduce -13.3% 15,420 $1.2M
Mechanics Bank Trust Department 0.17% Reduce -3.9% 15,405 $1.2M
UNIVEST FINANCIAL Corp 0.07% Reduce -2.0% 15,396 $1.2M
PFG Investments, LLC 0.06% Reduce -4.1% 15,358 $1.2M
Commerce Bank 0.01% Reduce -0.4% 15,344 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +20600.0% 15,318 $1.2M
Quest 10 Wealth Builders, Inc. 1.10% Reduce -2.5% 15,198 $1.2M
CIBC Private Wealth Group LLC 0.00% Reduce -9.2% 14,988 $1.2M
Analyst IMS Investment Management Services Ltd. 0.04% Reduce -0.3% 14,930 $1.2M
RoundAngle Advisors LLC 0.91% Add +0.4% 14,912 $1.2M
Weaver Capital Management LLC 0.25% Reduce -5.9% 14,906 $1.2M
Colony Family Offices, LLC 0.30% No change 14,866 $1.2M
10Elms LLP 1.20% Add +2.4% 14,849 $1.2M
Wedmont Private Capital 0.04% Add +5.2% 14,871 $1.2M
Midwest Financial Group LLC 0.55% Reduce -2.0% 14,729 $1.2M
Integrity Alliance, Llc. 0.05% Reduce -0.1% 14,728 $1.2M
Creative Financial Designs Inc. 0.08% Reduce -4.2% 14,722 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -7.9% 14,712 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -3.0% 14,365 $1.1M
Jackson Hole Capital Partners, LLC 0.19% No change 14,235 $1.1M
Ashton Thomas Securities, LLC 0.16% Add +1.4% 14,181 $1.1M
Uptick Partners, LLC 0.29% Add +2.3% 14,164 $1.1M
Thrive Capital Management, LLC 0.29% Add +4.0% 14,129 $1.1M
Nikulski Financial, Inc. 0.28% Add +9.1% 14,049 $1.1M
Lanark Financial, Inc. 0.08% Reduce -11.4% 13,998 $1.1M
Financial & Tax Architects, LLC 0.24% Add +19.3% 13,957 $1.1M
RiverGlades Family Offices LLC 0.66% Reduce -1.0% 13,835 $1.1M
Sequent Planning LLC 0.31% Add +61.5% 13,728 $1.1M
Calton & Associates, Inc. 0.16% Add +5.8% 13,678 $1.1M
Banque Pictet & Cie SA 0.01% Reduce -13.8% 13,610 $1.1M
Centiva Capital, LP 0.10% Add +487.0% 13,500 $1.1M
Crews Bank & Trust 0.15% Reduce -0.2% 13,486 $1.1M
Valeo Financial Advisors, LLC 0.02% Add +0.0% 13,462 $1.1M
Objective Capital Management, LLC 1.09% Add +0.1% 13,444 $1.1M
Kanawha Capital Management LLC 0.07% Reduce -0.1% 13,355 $1.0M
Quantbot Technologies LP 0.03% New 13,314 $1.0M
PCG Asset Management, LLC 0.83% Add +0.6% 13,252 $1.0M
Hudock, Inc. 0.16% Add +3.6% 13,140 $1.0M
RDA Financial Network 0.25% Reduce -2.8% 12,995 $1.0M
Principal Securities, Inc. 0.02% Add +5.3% 12,883 $1.0M
Spreng Capital Management, Inc. 0.41% Reduce -18.6% 12,859 $1.0M
PEAK6 LLC 0.02% Reduce -2.5% 12,635 $990K
Narus Financial Partners, LLC 0.27% Add +12.2% 12,629 $990K
First Horizon Corp. 0.05% — 12,624 $989K
Purus Wealth Management, LLC 0.32% Reduce -0.9% 12,616 $989K
Belpointe Asset Management LLC 0.04% Add +1.0% 12,576 $986K
Kovack Advisors, Inc. 0.09% Add +0.7% 12,554 $984K
Redwood Financial Network Corp 0.62% Add +11.2% 12,407 $972K
RFG Advisory, LLC 0.02% Reduce -3.8% 12,405 $972K
D.A. Davidson & Co. 0.01% Add +31.4% 12,281 $963K
Foundations Investment Advisors, LLC 0.01% Reduce -39.0% 12,250 $960K
Miller Investment Management, LP 0.10% Reduce -3.9% 12,233 $959K
Okabena Investment Services Inc. 0.19% Add +2.4% 12,226 $958K
Darwin Wealth Management, LLC 0.30% Add +7.1% 12,224 $958K
Burford Brothers, Inc. 0.41% Add +10.1% 12,223 $958K
PFG Advisors 0.04% Reduce -6.7% 12,161 $953K
World Investment Advisors 0.02% Add +7.0% 12,161 $953K
ARS Investment Partners, LLC 0.06% Add +21.9% 12,145 $952K
Howard Capital Management, LLC 0.01% Add +0.3% 12,118 $950K
Summit Trail Advisors, LLC 0.01% Reduce -29.8% 12,051 $944K
Flagship Harbor Advisors, LLC 0.04% Reduce -10.0% 12,008 $941K
Bangor Savings Bank 0.08% Add +374.4% 11,926 $935K
OneAscent Financial Services LLC 0.06% Reduce -10.5% 11,907 $933K
Provida Pension Fund Administrator 0.02% No change 11,905 $933K
Richardson Financial Services Inc. 0.58% Add +6.7% 11,905 $933K
Capital Analysts, LLC 0.03% Reduce -2.0% 11,888 $931K
Windsor Capital Management, LLC 0.25% Add +1.6% 11,749 $921K
New Wave Wealth Advisors LLC 0.36% Add +0.5% 11,743 $920K
Golden State Wealth Management, LLC 0.10% Reduce -0.6% 11,662 $914K
Nwam LLC 0.05% Reduce -49.5% 11,347 $904K
Pine Valley Investments Ltd Liability Co 0.05% Add +9.0% 11,530 $904K
O'ROURKE & COMPANY, Inc 0.38% Add +3.2% 11,520 $903K
Madden Advisory Services, Inc. 0.38% Add +14.6% 11,471 $899K
International Assets Investment Management, LLC 0.07% No change 10,950 $898K
Allworth Financial LP 0.00% Add +8.9% 11,413 $894K
Moors & Cabot, Inc. 0.04% Add +10.7% 11,389 $893K
Stratos Wealth Advisors, LLC 0.04% Reduce -11.9% 11,301 $886K
L.M. Kohn & Company 1.05% Reduce -0.7% 11,198 $878K
Keebeck Wealth Management 0.10% Reduce -0.0% 11,178 $876K
Mission Creek Capital Partners, Inc. 0.17% Add +0.0% 11,160 $875K
Huntington National Bank 0.01% Reduce -8.3% 11,151 $874K
Waldron Private Wealth LLC 0.04% Reduce -1.1% 11,059 $867K
Gradient Capital Advisors, LLC 0.23% Reduce -1.3% 11,050 $866K
Sovran Advisors, LLC 0.08% Add +1.7% 11,192 $856K
Walleye Trading LLC 0.01% Reduce -91.0% 10,827 $849K
Monetary Management Group Inc. 0.19% Reduce -1.1% 10,810 $847K
Financial Engines Advisors L.L.C. 0.00% Add +8.8% 10,773 $844K
NCM Capital Management, LLC 0.33% Add +4.0% 10,715 $840K
WESPAC Advisors SoCal, LLC 0.17% Reduce -6.7% 10,709 $839K
German American Bancorp, Inc. 0.07% Reduce -87.5% 10,700 $839K
Dai-ichi Life Holdings, Inc. 0.81% Reduce -10.8% 10,700 $837K
D L Carlson Investment Group Inc. 0.14% Reduce -0.5% 10,684 $837K
Prospera Financial Services Inc 0.01% Reduce -5.5% 10,681 $837K
Fairvoy Private Wealth, LLC 0.19% Add +17.9% 10,655 $835K
Kornitzer Capital Management Inc. 0.02% Reduce -46.1% 10,650 $835K
Mgo One Seven LLC 0.02% Add +35.6% 10,612 $832K
MTM Investment Management, LLC 0.26% Reduce -0.4% 10,552 $827K
Hengehold Capital Management LLC 0.07% Reduce -3.0% 10,548 $827K
McAdam, LLC 0.04% Add +5.8% 10,517 $824K
Jackson, Grant Investment Advisers, Inc. 0.27% Add +0.4% 10,470 $821K
Oppenheimer & Co. Inc. 0.01% Reduce -76.0% 10,412 $816K
Cullen/Frost Bankers, Inc. 0.01% Add +25.7% 10,376 $813K
Bokf, NA 0.01% Add +1.9% 10,295 $807K
Richard W. Paul & Associates, LLC 0.27% Reduce -3.7% 10,274 $805K
Gsa Capital Partners LLP 0.07% Add +88.2% 10,184 $798K
Keystone Financial Group 0.06% Reduce -0.7% 10,141 $795K
Crestwood Advisors Group, LLC 0.01% Reduce -13.6% 10,043 $787K
Jacobi Capital Management LLC 0.05% Reduce -3.3% 10,013 $785K
Encompass More Asset Management 0.15% Reduce -29.2% 10,003 $784K
Beacon Pointe Advisors, LLC 0.01% Reduce -4.0% 10,003 $784K
Runnymede Capital Advisors, Inc. 0.65% No change 10,000 $784K
Florida Financial Advisors, LLC 0.24% Reduce -16.6% 9,992 $783K
StoneX Group Inc. 0.03% Add +3.3% 9,930 $778K
Wilmington Savings Fund Society, FSB 0.02% Reduce -34.4% 9,920 $777K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -74.0% 9,876 $774K
Phillips Wealth Planners LLC 0.64% Add +16.2% 9,898 $767K
Providence Capital Advisors, LLC 0.13% Add +10.6% 9,738 $763K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.5% 9,709 $761K
GenTrust, LLC 0.03% Reduce -64.0% 9,672 $758K
GPS Wealth Strategies Group, LLC 0.08% Add +0.7% 9,569 $750K
Evanson Asset Management, LLC 0.04% Add +0.5% 9,569 $750K
Nova Wealth Management, Inc. 0.52% Add +13.6% 9,508 $745K
Intrepid Financial Planning Group LLC 0.28% Reduce -2.5% 9,500 $744K
Plimoth Trust Co. LLC 0.17% Reduce -10.2% 9,419 $738K
Contravisory Investment Management, Inc. 0.14% Reduce -3.3% 9,380 $735K
Capital Advisors, Ltd. LLC 0.08% Add +0.1% 9,359 $734K
Adams Wealth Management 0.16% Reduce -27.5% 9,336 $732K
CacheTech Inc. 0.15% Reduce -27.5% 9,336 $732K
SCS Capital Management LLC 0.01% Add +7.1% 9,217 $722K
Founders Grove Wealth Partners, LLC 0.17% Reduce -15.8% 9,205 $721K
Endeavor Private Wealth, Inc. 0.22% New 9,155 $717K
Rehmann Capital Advisory Group 0.04% Add +4.5% 9,127 $715K
Asset Allocation Strategies LLC 0.14% Reduce -46.6% 9,059 $710K
Mathes Company, Inc. 0.26% No change 9,050 $709K
Roble, Belko & Company, Inc 0.10% No change 9,036 $708K
Thoroughbred Financial Services, LLC 0.04% No change 9,036 $708K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -17.3% 8,992 $705K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.9% 8,984 $704K
Global Retirement Partners, LLC 0.02% Reduce -14.0% 8,983 $704K
Investment Advisory Group, LLC 0.19% Reduce -2.1% 8,937 $700K
Diversify Advisory Services, LLC 0.02% Add +11.7% 9,216 $697K
Montag A & Associates Inc. 0.03% Add +1.0% 8,870 $695K
4WEALTH Advisors, Inc. 0.64% Reduce -0.5% 8,839 $693K
Syon Capital LLC 0.04% Reduce -5.1% 8,807 $690K
Gotham Asset Management 0.00% No change 8,799 $690K
Great Valley Advisor Group, Inc. 0.01% Add +3.1% 8,719 $683K
McGuire Investment Group, LLC 0.08% Reduce -0.8% 8,642 $677K
Acropolis Investment Management, LLC 0.03% Add +22.0% 8,310 $673K
Measured Risk Portfolios, Inc. 0.72% Add +4.0% 8,525 $668K
Bricktown Capital, LLC 0.11% No change 8,508 $667K
Pacific Capital Wealth Advisors, Inc. 0.12% Reduce -55.9% 8,501 $666K
Cornerstone Wealth Group, LLC 0.04% Reduce -4.8% 8,437 $661K
Fiduciary Trust Co 0.01% No change 8,434 $661K
Narwhal Capital Management 0.05% Reduce -6.9% 8,385 $657K
Thomasville National Bank 0.04% No change 8,352 $655K
JFS Wealth Advisors, LLC 0.04% Reduce -1.7% 8,351 $654K
Freedom Investment Management, Inc. 0.17% Reduce -81.5% 8,349 $654K
IFP Advisors, Inc 0.02% Add +6.1% 8,243 $646K
Courier Capital LLC 0.04% Add +0.3% 8,210 $643K
Level Four Advisory Services, LLC 0.02% Add +8.2% 8,084 $634K
Perigon Wealth Management, LLC 0.01% Reduce -4.9% 8,064 $632K
Pinnacle Associates Ltd. 0.01% Reduce -1.2% 7,982 $626K
MKT Advisors LLC 0.23% Reduce -1.4% 7,904 $618K
Capital Management Associates, Inc 0.17% Add +4.9% 7,835 $614K
Eagle Strategies LLC 0.08% Reduce -1.6% 7,811 $612K
Csenge Advisory Group 0.03% Reduce -19.8% 7,771 $609K
NBT Bank, N.A. 0.04% Reduce -2.6% 7,768 $609K
Mission Wealth Management, LP 0.01% Reduce -14.5% 7,750 $607K
Ameritas Advisory Services, LLC 0.04% Reduce -58.3% 7,745 $607K
Wealthspire Advisors, LLC 0.00% Reduce -2.4% 7,718 $605K
Strategic Advisors LLC 0.10% Reduce -1.8% 7,707 $604K
Jaffetilchin Investment Partners, LLC 0.04% Add +2.9% 7,641 $599K
Avior Wealth Management, LLC 0.02% Reduce -14.1% 7,629 $598K
Per Stirling Capital Management, LLC. 0.07% Reduce -14.4% 7,587 $595K
One Charles Private Wealth Services, LLC 0.16% Reduce -6.9% 7,571 $593K
Gallagher Capital Advisors, LLC 0.34% Add +0.7% 7,845 $593K
Cullen Capital Management, LLC 0.01% Add +11.0% 7,541 $591K
Centaurus Financial, Inc. 0.03% Reduce -83.2% 7,531 $590K
Consolidated Portfolio Review Corp 0.07% Add +6.4% 7,506 $588K
SMART Wealth LLC 0.22% Reduce -88.9% 7,393 $579K
Key Client Fiduciary Advisors, LLC 0.19% Add +0.1% 7,351 $576K
Wedbush Securities Inc. 0.02% Reduce -4.0% 7,351 $576K
Roberts Wealth Advisors, LLC 0.15% Reduce -0.1% 7,348 $576K
Empirical Asset Management, LLC 0.16% Reduce -0.5% 7,287 $571K
Lynx Investment Advisory 0.34% Reduce -3.7% 7,281 $571K
Beacon Financial Advisory LLC 0.13% Add +0.1% 7,278 $570K
Soltis Investment Advisors LLC 0.04% Reduce -2.8% 7,227 $566K
Grantvest Financial Group LLC 0.39% Reduce -5.5% 7,155 $561K
CWA Asset Management Group, LLC 0.02% Reduce -3.3% 7,078 $555K
Arete Wealth Advisors, LLC 0.03% Reduce -1.9% 7,037 $551K
Managed Asset Portfolios, LLC 0.07% Reduce -5.4% 7,014 $550K
Avidian Wealth Enterprises, LLC 0.02% Reduce -8.8% 7,011 $549K
Flputnam Investment Management Co. 0.01% Add +128.8% 6,964 $546K
Valmark Advisers, Inc. 0.01% Reduce -16.6% 6,933 $543K
MBA Advisors LLC 0.23% Add +1.1% 6,923 $543K
Ascent Group, LLC 0.02% Reduce -7.9% 6,852 $537K
Betterment LLC 0.00% Add +5.7% 6,831 $535K
Wellington Management Group LLP 0.00% Add +7.0% 6,803 $533K
Focus Partners Advisor Solutions, LLC 0.01% Add +9.5% 6,867 $533K
Constitution Capital LLC 0.25% Add +0.3% 6,794 $532K
Boothbay Fund Management, LLC 0.01% Add +63.5% 6,784 $532K
Allie Family Office LLC 0.25% Add +6.3% 6,779 $531K
Creekmur Asset Management LLC 0.09% Add +0.5% 6,759 $530K
Vestmark Advisory Solutions, Inc. 0.01% New 6,732 $528K
Koshinski Asset Management, Inc. 0.04% Reduce -9.1% 6,716 $526K
Ally Invest Advisors Inc. 0.04% Add +7.5% 6,704 $525K
Signet Financial Management, LLC 0.06% Reduce -17.7% 6,694 $525K
Romano Brothers and Company 0.06% No change 6,650 $521K
Orser Capital Management, LLC 0.27% No change 2,160 $518K
Shulman DeMeo Asset Management LLC 0.12% Add +0.1% 6,577 $515K
Vident Advisory, LLC 0.01% New 6,536 $512K
Wealthstar Advisors, LLC 0.20% Add +0.2% 6,501 $510K
CHICAGO TRUST Co NA 0.07% No change 6,484 $508K
Great Lakes Advisors, LLC 0.00% No change 6,484 $508K
Mma Asset Management LLC 0.17% Add +11.0% 6,476 $507K
Centennial Bank 0.20% Add +395.2% 6,472 $507K
Brookwood Investment Group LLC 0.07% Add +2.4% 6,422 $503K
Mine & Arao Wealth Creation & Management, LLC. 0.20% Reduce -0.4% 6,414 $503K
Whittier Trust Co. 0.01% No change 6,437 $502K
Brighton Jones LLC 0.01% Reduce -23.1% 6,387 $501K
WJ Financial Advisors LLC 0.48% — 6,315 $495K
Investment Partners, LTD. 0.17% Reduce -5.1% 6,300 $494K
Fiduciary Alliance LLC 0.03% Reduce -15.1% 6,278 $492K
Integral Investment Advisors, Inc. 0.13% Reduce -3.1% 6,274 $492K
Vaughan David Investments LLC 0.01% Reduce -15.9% 6,266 $491K
One Capital Management, LLC 0.02% Reduce -12.5% 6,242 $489K
Platform Technology Partners 0.12% Reduce -2.4% 6,228 $488K
Watts Gwilliam & Co., LLC 0.08% No change 6,228 $488K
Herbst Group, LLC 0.30% Add +44.4% 6,073 $476K
Appleton Partners Inc. 0.03% Reduce -10.3% 6,031 $473K
Jefferies Financial Group Inc. 0.00% New 6,006 $471K
KG Capital Management 0.13% Reduce -6.6% 5,987 $469K
D.B. Root & Company, LLC 0.12% Add +8.3% 5,980 $469K
Sherman Asset Management, Inc. 0.40% No change 5,971 $468K
Manhattan West Asset Management, LLC 0.10% Reduce -4.9% 5,963 $467K
North Star Investment Management Corp. 0.03% Reduce -19.0% 5,883 $461K
Legacies Wealth LLC 0.30% No change 5,882 $461K
Global Financial Private Client, LLC 0.16% Reduce -1.9% 5,881 $461K
Axecap Investments, LLC 0.28% Add +1.5% 5,841 $458K
YHB Investment Advisors, Inc. 0.03% Reduce -6.4% 5,829 $457K
Florida Trust Wealth Management Co 0.01% Add +1.9% 5,813 $456K
Allen Investment Management, LLC 0.01% No change 5,813 $456K
Schnieders Capital Management, Llc. 0.07% — 5,732 $449K
Farther Finance Advisors, LLC 0.01% Add +44.8% 5,721 $448K
Strategic Financial Concepts, LLC 0.07% Reduce -1.4% 5,717 $448K
Klingman & Associates, LLC 0.02% New 5,655 $443K
Visionary Wealth Advisors 0.02% Reduce -49.8% 5,601 $439K
James Investment Research, Inc. 0.05% Add +12.2% 5,560 $436K
Pacific Sun Financial Corp 0.21% Reduce -0.4% 5,555 $435K
Spinnaker Investment Group, LLC 0.08% Add +2.3% 5,548 $435K
Interchange Capital Partners, LLC 0.09% Reduce -2.9% 5,545 $435K
Thompson Davis & Co., Inc. 0.27% Reduce -1.8% 5,486 $430K
Signature Estate & Investment Advisors LLC 0.01% Reduce -8.8% 5,479 $429K
Twin Peaks Wealth Advisors, LLC 0.15% Reduce -3.7% 5,427 $425K
Shufro Rose & Co. LLC 0.03% No change 5,185 $423K
Ring Mountain Capital, LLC 0.23% Reduce -14.9% 5,399 $423K
Rothschild Wealth LLC 0.09% Reduce -1.6% 5,392 $423K
MSH Capital Advisors LLC 0.11% No change 5,384 $422K
First Citizens Financial Corp 0.21% Add +15.1% 5,381 $422K
VCI Wealth Management LLC 0.13% Reduce -10.1% 5,376 $421K
Financial Advocates Investment Management 0.24% Reduce -37.2% 5,357 $420K
LongView Wealth Management 0.11% Add +0.1% 5,330 $418K
Axim Planning & Wealth 0.33% Add +107.5% 5,319 $417K
First National Trust Co 0.01% Reduce -0.2% 5,269 $413K
Israel Discount Bank of New York 1.22% New 5,259 $412K
Bailard, Inc. 0.01% Reduce -41.3% 5,258 $412K
NorthCoast Asset Management LLC 0.00% Reduce -94.0% 5,249 $411K
Global View Capital Management LLC 0.09% Add +4.0% 5,235 $410K
Ingalls & Snyder LLC 0.01% Reduce -1.9% 5,210 $408K
Rockingstone Advisors LLC 0.20% No change 5,196 $407K
Exit Wealth Advisors, LLC. 0.27% — 5,171 $405K
Keel Point, LLC 0.02% No change 5,167 $405K
Matthew Goff Investment Advisor, LLC 0.07% Add +0.0% 5,159 $404K
Fjell Capital, LLC 0.36% New 5,151 $404K
Cobblestone Capital Advisors LLC 0.02% Add +64.2% 5,147 $403K
Spirepoint Private Client, LLC 0.04% No change 5,083 $398K
Swmg, LLC 0.12% Reduce -11.8% 5,013 $398K
Buck Wealth Strategies, LLC 0.05% Reduce -2.4% 5,009 $393K
Financial Partners Group, Inc 0.05% Reduce -3.4% 5,003 $392K
Berkshire Asset Management LLC 0.02% New 4,930 $386K
Volterra Technologies LP 0.26% New 4,926 $386K
JB Capital LLC 0.02% Add +1.7% 4,899 $384K
Capital Advisors Inc. 0.01% No change 4,884 $383K
Trust Point Inc. 0.03% No change 4,877 $382K
SL Advisors, LLC 0.75% Add +0.0% 4,855 $381K
Composition Wealth, LLC 0.01% Add +0.6% 4,847 $380K
Glen Eagle Advisors, LLC 0.05% Reduce -8.0% 4,750 $372K
Brown Advisory Inc. 0.00% Add +32.0% 4,732 $371K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 4,716 $370K
Chicago Partners Investment Group LLC 0.01% No change 4,693 $368K
Apollon Wealth Management, LLC 0.01% Reduce -2.6% 4,692 $368K
Quadrant Private Wealth Management, LLC 0.07% Add +0.2% 4,663 $365K
Northstar Financial Companies, Inc. 0.34% Reduce -14.2% 4,656 $365K
Purkiss Capital Advisors LLC 0.17% Add +9.5% 4,640 $364K
Paragon Financial Partners, Inc. 0.23% Add +0.5% 4,597 $360K
Point Windward Advisors Inc. 0.17% Add +80.3% 4,592 $360K
Balefire, LLC 0.07% Reduce -54.8% 4,575 $359K
Whitener Capital Management, Inc. 0.09% Reduce -11.9% 4,574 $358K
Certified Advisory Corp 0.03% Add +3.0% 4,564 $358K
Quadcap Wealth Management, LLC 0.04% Reduce -12.8% 4,543 $356K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -21.3% 4,542 $356K
Smith, Moore & Co. 0.03% Reduce -4.2% 4,521 $354K
Rwa Wealth Partners, LLC 0.00% No change 4,500 $353K
Costello Asset Management, INC 0.12% Reduce -14.7% 4,496 $352K
Peoples Bank 0.35% Reduce -15.2% 4,493 $352K
Moneta Group Investment Advisors LLC 0.00% Reduce -17.7% 4,480 $351K
First Nebraska Trust Co 0.03% No change 4,459 $349K
Journey Strategic Wealth LLC 0.01% Reduce -31.8% 4,444 $348K
Snowden Capital Advisors LLC 0.01% Reduce -11.9% 4,416 $346K
Milestones Private Investment Advisors LLC 0.23% Add +0.1% 4,332 $339K
Argent Trust Co 0.01% Reduce -2.3% 4,317 $338K
Kagan Cocozza Asset Management 0.26% Reduce -15.6% 4,311 $338K
Potentia Wealth 0.13% No change 4,307 $338K
University of Texas/Texas Am Investment Management Co. 0.05% Add +72.8% 4,298 $337K
Blue Trust, Inc. 0.00% Add +2.4% 4,278 $335K
Macquarie Group Ltd. 0.00% New 4,270 $335K
SteelPeak Wealth, LLC 0.01% Reduce -96.7% 4,264 $334K
United Advisor Group, LLC 0.04% Add +6.6% 4,241 $332K
CGN Advisors LLC 0.03% Reduce -12.9% 4,175 $327K
Iyo Bank, Ltd. 0.12% No change 4,173 $327K
Lodestone Wealth Management LLC 0.15% Add +4.8% 4,170 $327K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% Reduce -87.3% 4,163 $326K
Hills Bank & Trust Co 0.02% Reduce -42.0% 4,163 $326K
Gateway Wealth Partners, LLC 0.04% Add +15.6% 4,133 $324K
Leo Wealth, LLC 0.04% Reduce -28.4% 4,112 $322K
Stock Yards Bank & Trust Co. 0.01% Reduce -3.5% 4,083 $320K
Tolleson Wealth Management, Inc. 0.05% No change 4,053 $318K
Accel Wealth Management 0.09% Reduce -11.7% 4,015 $315K
LFA - Lugano Financial Advisors SA 0.17% No change 4,000 $313K
Whalerock Point Partners, LLC 0.06% Reduce -3.2% 4,000 $313K
Roehl & Yi Investment Advisors, LLC 0.14% No change 3,984 $312K
Lynch & Associates 0.06% No change 3,982 $312K
Aptus Capital Advisors, LLC 0.00% Add +4.4% 3,979 $312K
Mainstream Capital Management LLC 0.21% No change 3,977 $312K
Howe & Rusling Inc. 0.02% Reduce -65.3% 3,971 $311K
Pinnacle Financial Partners Inc 0.01% Reduce -48.1% 3,951 $310K
Forvis Mazars Wealth Advisors, LLC 0.01% New 3,932 $308K
SOA Wealth Advisors, LLC. 0.05% Reduce -14.3% 3,910 $306K
Wealth Effects LLC 0.10% Reduce -6.3% 3,907 $306K
Smith Salley Wealth Management 0.02% Reduce -10.7% 3,893 $305K
Two Sigma Securities, LLC 0.04% Reduce -90.1% 3,892 $305K
Ipsen Advisor Group LLC 0.22% Reduce -1.2% 3,882 $304K
Hopwood Financial Services, Inc. 0.20% Add +17.0% 3,862 $303K
Rollins Financial Advisors, LLC 0.05% Reduce -22.0% 3,830 $300K
Balboa Wealth Partners 0.05% Add +0.2% 3,829 $300K
Dynamic Technology Lab Private Ltd 0.05% New 3,829 $300K
Vontobel Holding Ltd. 0.00% New 3,826 $300K
HT Partners LLC 0.09% No change 3,824 $300K
M.E. Allison & Co., Inc. 0.21% Add +5.5% 3,790 $297K
Kingswood Wealth Advisors, LLC 0.02% Add +26.5% 3,784 $297K
NorthRock Partners, LLC 0.01% Add +21.6% 3,760 $295K
Coldstream Capital Management Inc. 0.00% Reduce -1.0% 3,755 $294K
WASHINGTON TRUST Co 0.01% No change 3,724 $292K
Capital Square, LLC 0.15% Reduce -1.3% 3,704 $290K
AdvisorNet Financial, Inc 0.02% Add +8.4% 3,695 $290K
Seamount Financial Group Inc. 0.14% New 3,675 $288K
Joseph P. Lucia & Associates, LLC 0.11% Add +10.8% 3,656 $287K
Nicolet Advisory Services, LLC 0.02% Reduce -3.7% 3,660 $286K
Private Trust Co. NA 0.03% Add +2.3% 3,634 $285K
SBI Securities Co., Ltd. 0.01% Reduce -0.9% 3,615 $283K
Montecito Bank & Trust 0.04% — 3,612 $283K
Plan Group Financial, LLC 0.08% New 3,610 $283K
Balanced Wealth Group LLC 0.12% No change 3,427 $281K
Diversify Wealth Management, LLC 0.02% Add +20.6% 3,711 $281K
Meridian Wealth Advisors, LLC 0.04% No change 3,580 $281K
Perennial Investment Advisors, LLC 0.02% Reduce -0.5% 3,579 $280K
USA Financial Formulas 0.05% Reduce -28.5% 3,551 $278K
Sentinel Trust Co. Lba 0.03% No change 3,530 $277K
Confluence Wealth Services, Inc. 0.01% Reduce -9.3% 3,529 $277K
St. Johns Investment Management Company, LLC 0.12% Add +0.2% 3,508 $275K
Sava Infond d.o.o. 0.04% No change 3,495 $274K
Rockland Trust Co. 0.01% Add +21.2% 3,488 $273K
Lyell Wealth Management, LP 0.02% Reduce -9.5% 3,482 $273K
WealthBridge Capital Management, LLC 0.06% Reduce -3.9% 3,453 $271K
Asset Management One Co., Ltd. 0.00% Add +405.7% 3,449 $270K
Waterloo Capital, L.P. 0.02% Add +2.2% 3,441 $270K
Independent Advisor Alliance 0.01% Reduce -24.9% 3,441 $270K
Trivium Point Advisory, LLC 0.03% Reduce -2.8% 3,433 $269K
SeaCrest Wealth Management, LLC 0.03% Reduce -11.4% 3,453 $269K
Astra Wealth Partners LLC 0.19% Add +19.1% 3,425 $268K
Sageworth Trust Co 0.01% New 3,424 $268K
Warner Financial, Inc. 0.10% No change 3,413 $267K
Friday Financial 0.11% No change 3,400 $266K
Geneos Wealth Management Inc. 0.01% Reduce -0.7% 3,399 $266K
Ameritas Investment Partners, Inc. 0.01% Add +632.8% 3,393 $266K
Tyche Wealth Partners LLC 0.05% Reduce -1.1% 3,370 $264K
Mesirow Financial Investment Management, Inc. 0.00% Add +0.1% 3,359 $263K
Maltin Wealth Management, Inc. 0.11% Add +0.6% 3,345 $262K
Ehrlich Financial Group 0.15% Reduce -6.8% 3,330 $261K
Arrow Financial Corp 0.03% Reduce -9.3% 3,327 $261K
Strategic Blueprint, LLC 0.01% Reduce -8.1% 3,313 $260K
Fortis Group Advisors, LLC 0.04% Reduce -92.8% 3,390 $259K
Harvey Capital Management Inc. 0.06% No change 3,300 $259K
Burke & Herbert Bank & Trust Co. 0.06% No change 3,290 $258K
BCS Wealth Management 0.06% Reduce -9.2% 3,263 $256K
XY Planning Network, Inc. 0.09% No change 3,149 $255K
LPWM LLC 0.07% Add +8.4% 3,245 $254K
Guyasuta Investment Advisors Inc. 0.01% Reduce -15.7% 3,232 $253K
Simon Quick Advisors, LLC 0.01% Reduce -3.0% 3,219 $252K
Lifeworks Advisors, LLC 0.03% Reduce -1.4% 3,197 $251K
Vise Technologies, Inc. 0.01% Reduce -58.3% 3,189 $250K
Greenline Partners, LLC 0.03% No change 3,188 $250K
Aua Capital Management, LLC 0.14% No change 3,169 $248K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -16.4% 3,165 $248K
Empower Advisory Group, LLC 0.00% Reduce -18.6% 3,165 $248K
Chilton Capital Management LLC 0.01% Reduce -10.7% 3,151 $247K
Y.D. More Investments Ltd 0.01% Reduce -21.5% 3,145 $246K
Regions Financial Corp. 0.00% Reduce -19.1% 3,137 $246K
Blue Chip Partners, LLC 0.02% Reduce -8.9% 3,135 $246K
Modern Wealth Management, LLC 0.00% Add +8.9% 3,127 $245K
OneDigital Investment Advisors LLC 0.00% Reduce -3.1% 3,116 $244K
Litman Gregory Wealth Management LLC 0.02% Reduce -1.7% 3,113 $244K
F/m Investments LLC 0.01% New 3,113 $244K
Arrien Investments, Inc. 0.14% Reduce -25.6% 3,113 $244K
Trust Co. of Oklahoma 0.07% Add +0.8% 3,104 $243K
Proffitt & Goodson Inc. 0.03% Reduce -21.2% 3,086 $242K
Ieq Capital, LLC 0.00% Add +0.4% 3,079 $241K
Retirement Planning Co of New England, Inc. 0.10% Add +0.2% 3,062 $240K
Strategic Investment Advisors / MI 0.02% Reduce -97.3% 87 $239K
BNP Paribas 0.01% Reduce -44.8% 3,030 $237K
Promus Capital, LLC 0.15% New 3,027 $237K
Castle Rock Wealth Management, LLC 0.05% Add +0.7% 3,035 $236K
Hardy Reed LLC 0.02% Add +1.8% 3,008 $236K
Tacita Capital Inc 0.14% No change 3,000 $235K
Orleans Capital Management Corp. 0.15% Reduce -25.6% 3,000 $235K
Brand Asset Management Group, Inc. 0.07% No change 3,000 $235K
Private Management Group Inc. 0.01% No change 3,000 $235K
Cherry Tree Wealth Management, LLC 0.05% Reduce -7.9% 2,998 $235K
Cornerstone Wealth Management, LLC 0.01% Reduce -9.5% 2,996 $235K
Lion Street Advisors, LLC 0.08% New 3,288 $234K
Bradley Foster & Sargent Inc. 0.00% Reduce -1.3% 2,986 $234K
Dearborn Partners LLC 0.01% No change 2,977 $233K
Joel Isaacson & Co., LLC 0.01% No change 2,966 $232K
Parallel Advisors, LLC 0.00% Reduce -10.5% 2,956 $232K
One Day In July LLC 0.02% Add +1.1% 2,947 $231K
Sharkey, Howes & Javer 0.03% No change 2,931 $230K
Destiny Wealth Partners, LLC 0.03% No change 2,926 $229K
Keystone Wealth Services, LLC 0.05% No change 2,916 $229K
JSF Financial, LLC 0.05% No change 2,907 $228K
Capstone Financial Advisors, Inc. 0.01% Add +12.1% 2,870 $225K
Commonwealth Financial Services, LLC 0.04% Add +0.4% 2,817 $221K
Goelzer Investment Management, Inc. 0.01% Reduce -0.4% 2,810 $220K
Prostatis Group LLC 0.06% Reduce -85.0% 2,806 $220K
Savant Capital, LLC 0.00% Add +6.1% 2,805 $220K
Frisch Financial Group, Inc. 0.05% Add +4.1% 2,799 $219K
Acorns Advisers, LLC 0.00% New 2,799 $219K
Bright Futures Wealth Management, LLC. 0.17% — 2,765 $217K
MBE Wealth Management, LLC 0.09% Reduce -27.5% 2,749 $215K
Clare Market Investments LLC 0.04% Reduce -21.7% 2,731 $214K
TLS Advisors LLC 0.62% New 2,732 $214K
Peak Retirement Planning, Inc. 0.06% Reduce -37.8% 2,723 $213K
Breakwater Capital Group 0.03% Reduce -15.9% 2,713 $213K
ARS Wealth Advisors Group, LLC 0.02% Add +6.3% 2,707 $212K
Oliver Luxxe Assets LLC 0.03% Reduce -5.1% 2,706 $212K
Simplex Trading, LLC 0.00% Reduce -84.5% 2,708 $212K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -5.7% 2,698 $211K
KKM Financial LLC 0.07% Reduce -71.1% 2,688 $211K
Country Club Bank 0.01% Reduce -4.1% 2,670 $209K
Raab & Moskowitz Asset Management LLC 0.05% Add +2.2% 2,628 $206K
Burns J W & Co. Inc. 0.02% Reduce -3.1% 2,618 $205K
West Tower Group, LLC 0.59% New 2,600 $204K
Ibex Wealth Advisors 0.02% Reduce -69.4% 2,579 $202K
Americana Partners, LLC 0.01% Add +0.0% 2,569 $201K
Auour Investments LLC 0.07% New 2,566 $201K
Strait & Sound Wealth Management LLC 0.08% New 2,563 $201K
First Foundation Advisors 0.01% No change 2,561 $201K
Bulwark Capital Corp 0.15% No change 2,471 $194K
River Street Advisors LLC 0.07% Reduce -70.3% 2,403 $188K
Icon Wealth Advisors, LLC 0.01% No change 2,366 $185K
Community Bank, N.A. 0.02% Reduce -6.0% 2,365 $185K
Dunhill Financial, LLC 0.06% Add +0.4% 2,347 $184K
Russell Investments Group, Ltd. 0.00% Add +13.4% 2,342 $184K
Sound Income Strategies, LLC 0.01% Reduce -14.9% 2,301 $180K
Caldwell Trust Co 0.02% Reduce -8.0% 2,275 $178K
Steigerwald, Gordon & Koch Inc. 0.02% New 2,100 $165K
Vestor Capital, LLC 0.01% Reduce -93.2% 1,980 $155K
Rossby Financial, LCC 0.05% No change 1,973 $154K
TD Capital Management LLC 0.01% Add +0.2% 1,919 $150K
Private Wealth Asset Management, LLC 0.02% Reduce -1.9% 1,901 $149K
CVA Family Office, LLC 0.02% Add +4.3% 1,864 $146K
Ancora Advisors LLC 0.00% No change 1,861 $146K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.1% 1,847 $145K
Tsfg, LLC 0.02% Add +0.5% 1,812 $142K
Ssa Swiss Advisors AG 0.07% No change 1,800 $141K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,787 $139K
Financial Perspectives, Inc 0.04% No change 1,764 $138K
Nvwm, LLC 0.03% Add +11.2% 1,758 $138K
EPG Wealth Management LLC 0.04% Add +0.4% 1,740 $136K
Independence Bank of Kentucky 0.02% Add +6.2% 1,705 $134K
EverSource Wealth Advisors, LLC 0.01% Reduce -2.9% 1,677 $131K
SouthState Bank Corp 0.01% Reduce -30.1% 1,677 $131K
First United Bank & Trust 0.04% Reduce -42.7% 1,622 $127K
City Holding Co. 0.02% Reduce -5.8% 1,616 $127K
Anchor Investment Management, LLC 0.01% No change 1,494 $117K
IAG Wealth Partners, LLC 0.01% Add +0.2% 1,483 $116K
Mizuho Markets Cayman LP 0.01% New 1,459 $114K
City State Bank 0.03% No change 1,425 $112K
Murphy & Mullick Capital Management Corp 0.08% No change 1,419 $111K
Byrne Asset Management LLC 0.08% Add +0.2% 1,407 $110K
Manchester Capital Management LLC 0.01% Reduce -24.4% 1,400 $110K
Solstein Capital, LLC 0.05% Reduce -28.4% 1,398 $110K
Bank of New Hampshire 0.02% No change 1,375 $108K
Abound Wealth Management 0.03% Add +0.7% 1,345 $105K
Morgan Dempsey Capital Management LLC 0.05% Reduce -23.4% 1,307 $102K
WealthCollab, LLC 0.05% No change 1,291 $101K
Sachetta, LLC 0.04% New 1,287 $101K
Corsicana & Co. 0.06% — 1,275 $100K
Caldwell Sutter Capital, Inc. 0.04% No change 1,258 $99K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,207 $95K
Strategic Wealth Partners, Ltd. 0.01% Reduce -65.5% 1,183 $93K
HM Payson & Co. 0.00% No change 1,156 $91K
Caitlin John, LLC 0.06% New 1,137 $89K
Bollard Group LLC 0.00% Add +0.4% 1,125 $88K
Country Trust Bank 0.00% Reduce -1.9% 1,112 $87K
Tradewinds Capital Management, LLC 0.02% Reduce -97.2% 1,106 $87K
Colonial Trust Co / SC 0.01% No change 1,100 $86K
Advanced Asset Management Advisors Inc 0.02% Reduce -0.1% 1,095 $86K
NFSG Corp 0.01% Reduce -3.6% 1,092 $86K
Asset Dedication, LLC 0.01% Add +6.5% 1,074 $84K
Pinnacle Bancorp, Inc. 0.02% No change 1,069 $84K
Parkside Financial Bank & Trust 0.01% No change 1,062 $83K
Man Group plc 0.00% New 1,062 $83K
IMA Advisory Services, Inc. 0.01% No change 1,058 $83K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -11.0% 1,008 $79K
MCF Advisors LLC 0.00% Add +0.3% 978 $77K
TD Private Client Wealth LLC 0.00% Add +6.4% 948 $74K
Finley Financial, LLC 0.03% No change 945 $74K
Rothschild Investment LLC 0.00% Reduce -3.5% 941 $74K
Avalon Trust Co 0.00% New 936 $73K
Medallion Wealth Advisors, LLC 0.03% Reduce -23.3% 916 $72K
Maryland Capital Advisors Inc. 0.03% No change 900 $71K
Washington Trust Advisors, Inc. 0.01% No change 892 $70K
MassMutual Private Wealth & Trust, FSB 0.00% No change 876 $69K
Clearstead Advisors, LLC 0.00% Reduce -72.1% 867 $68K
Anfield Capital Management, LLC 0.02% Reduce -1.1% 856 $67K
UMB Bank, n.a. 0.00% No change 830 $65K
Cornerstone Planning Group LLC 0.01% Add +23.1% 831 $64K
Paladin Advisory Group, LLC 0.05% No change 784 $61K
Banque Cantonale Vaudoise 0.00% Reduce -1.8% 779 $61K
Oakworth Capital, Inc. 0.00% Reduce -38.4% 755 $59K
Missouri Trust & Investment Co 0.02% No change 741 $58K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -20.1% 733 $57K
Founders Financial Alliance, LLC 0.01% Add +66.4% 729 $57K
Barnes Dennig Private Wealth Management LLC 0.06% Add +13.2% 728 $57K
Imprint Wealth LLC 0.17% — 694 $54K
Financial Consulate, Inc. 0.01% New 691 $54K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 690 $54K
Kiker Wealth Management, LLC 0.03% Reduce -4.2% 687 $54K
WPG Advisers, LLC 0.04% No change 675 $53K
Cordgrass Capital Advisors, LLC 0.01% Reduce -52.4% 668 $52K
Barrett & Company, Inc. 0.02% No change 648 $51K
Adirondack Trust Co. 0.02% Reduce -5.5% 633 $50K
Sunbelt Securities, Inc. 0.00% Reduce -48.5% 613 $48K
Painted Porch Advisors LLC 0.02% No change 588 $46K
Frazier Financial Advisors, LLC 0.03% Add +0.7% 587 $46K
Copia Wealth Management 0.03% Reduce -21.1% 584 $46K
Valley Wealth Managers, Inc. 0.00% No change 574 $45K
FNY Investment Advisers, LLC 0.01% New 564 $44K
Tower View Wealth Management LLC 0.02% Add +0.7% 559 $44K
Davis Capital Management 0.03% — 550 $43K
Palouse Capital Management, Inc. 0.03% No change 548 $43K
Valley National Advisers Inc. 0.01% No change 545 $42K
Archer Investment Corp 0.01% Add +0.2% 530 $42K
Graney & King, LLC 0.03% Add +0.8% 515 $40K
Armor Investment Advisors, LLC 0.01% No change 513 $40K
Resources Management Corp. /CT/ 0.01% No change 510 $40K
Heartwood Wealth Advisors LLC 0.00% New 510 $40K
Angeles Wealth Management, LLC 0.00% No change 500 $39K
Millstone Evans Group, LLC 0.02% No change 499 $39K
Ogorek Anthony Joseph /NY/ 0.01% New 500 $39K
Duncker Streett & Co. Inc. 0.01% Add +14.9% 492 $39K
Realta Investment Advisors 0.01% Reduce -93.4% 488 $38K
Crewe Advisors LLC 0.00% Add +0.6% 483 $38K
Pittenger & Anderson Inc. 0.00% No change 480 $38K
Rice Partnership, LLC 0.01% No change 458 $36K
Aventus Investment Advisors, Inc. 0.03% No change 457 $36K
Horizon Bancorp Inc. 0.02% No change 445 $35K
Hazlett, Burt & Watson, Inc. 0.01% No change 450 $35K
Signaturefd, LLC 0.00% Add +3.5% 444 $35K
Pacific Center for Financial Services 0.01% No change 439 $34K
Indiana Trust & Investment Management Co 0.01% No change 439 $34K
Founders Capital Management 0.02% Add +0.2% 422 $33K
United Community Bank 0.01% Reduce -17.5% 420 $33K
TruNorth Capital Management, LLC 0.01% No change 419 $33K
Mascoma Wealth Management LLC 0.01% No change 415 $33K
Tidemark, LLC 0.01% No change 394 $31K
Physician Wealth Advisors, Inc. 0.00% Add +0.5% 392 $31K
Key Financial Inc 0.01% No change 392 $31K
Harbor Investment Advisory, LLC 0.00% Add +11.3% 385 $30K
Farmers & Merchants Investments Inc. 0.00% No change 359 $28K
Coston, McIsaac & Partners 0.01% Reduce -34.3% 368 $28K
Tucker Asset Management LLC 0.01% Reduce -99.3% 354 $28K
Flagship Wealth Advisors, LLC 0.01% Reduce -11.1% 351 $28K
Operose Advisors LLC 0.01% No change 348 $27K
1 North Wealth Services LLC 0.01% Reduce -98.9% 340 $27K
Phillips Financial Management, LLC 0.00% No change 330 $26K
Bellevue Asset Management, LLC 0.01% No change 324 $25K
WealthShield Partners, LLC 0.00% No change 317 $25K
Pathway Financial Advisers, LLC 0.01% New 310 $24K
Ascentis Wealth Management, LLC 0.01% No change 305 $24K
Cranbrook Wealth Management, LLC 0.00% Add +3244.4% 301 $24K
Biltmore Family Office, LLC 0.00% Reduce -14.3% 300 $24K
Evelyn Partners Investment Management Services Ltd 0.00% No change 300 $24K
Mather Group, Llc. 0.00% New 300 $24K
ORG Partners LLC 0.00% Reduce -97.3% 295 $23K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 286 $22K
Creative Capital Management Investments LLC 0.01% No change 283 $22K
Piscataqua Savings Bank 0.02% No change 275 $22K
Northwest Capital Management Inc 0.02% No change 274 $21K
Capitol Family Office, Inc. 0.03% No change 269 $21K
BOK Financial Private Wealth, Inc. 0.00% Reduce -5.7% 264 $21K
Tortoise Investment Management, LLC 0.00% Add +8.8% 259 $20K
Friedenthal Financial 0.01% No change 257 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -92.6% 250 $20K
Vermillion Wealth Management, Inc. 0.01% Add +0.4% 239 $19K
Greykasell Wealth Strategies, Inc. 0.01% New 234 $18K
N.E.W. Advisory Services LLC 0.00% No change 232 $18K
Bernard Wealth Management Corp. 0.01% Add +1.8% 232 $18K
Activest Wealth Management 0.00% Reduce -51.4% 232 $18K
Smartleaf Asset Management LLC 0.00% Add +25.8% 229 $18K
Old Second National Bank of Aurora 0.00% Reduce -98.9% 225 $18K
DT Investment Partners, LLC 0.00% No change 223 $17K
Sage Mountain Advisors LLC 0.00% No change 223 $17K
Nemes Rush Group LLC 0.00% Add +47.0% 222 $17K
Westfuller Advisors, LLC 0.01% New 217 $17K
Peoples Financial Services Corp. 0.01% No change 216 $17K
Advantage Trust Co 0.01% No change 200 $16K
First Command Advisory Services, Inc. 0.00% No change 200 $16K
American National Bank & Trust 0.00% No change 199 $16K
Dynamic Wealth Strategies, LLC 0.01% Reduce -10.8% 198 $16K
Alpine Bank Wealth Management 0.00% No change 198 $16K
Register Financial Advisors LLC 0.01% No change 195 $15K
Maseco LLP 0.00% No change 192 $15K
Brown Brothers Harriman & Co. 0.00% Reduce -6.8% 192 $15K
Delta Asset Management LLC 0.00% No change 191 $15K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 183 $14K
POM Investment Strategies, LLC 0.01% New 180 $14K
Colonial Trust Advisors 0.00% No change 180 $14K
HHM Wealth Advisors, LLC 0.00% No change 179 $14K
Versant Capital Management, Inc 0.00% No change 175 $14K
Trust Co. of Vermont 0.00% No change 175 $14K
St Germain D J Co. Inc. 0.00% No change 175 $14K
Family Legacy Financial Solutions, LLC 0.01% Reduce -7.2% 168 $13K
Root Financial Partners, LLC 0.00% New 153 $12K
Grove Bank & Trust 0.00% Add +12.4% 145 $11K
Eukles Asset Management 0.00% No change 142 $11K
Game Plan Financial Advisors, LLC 0.01% No change 140 $11K
Townsend Asset Management Corp. /NC/ 0.00% Add +0.8% 135 $11K
Deutsche Bank AG 0.00% Reduce -48.1% 135 $11K
Pacifica Partners Inc. 0.00% No change 130 $10K
Edmond DE Rothschild Holding S.A. 0.00% No change 128 $10K
First PREMIER Bank 0.00% Add +3.1% 133 $10K
Abich Financial Wealth Management LLC 0.00% — 127 $10K
McIlrath & Eck, LLC 0.00% No change 124 $10K
Webster Bank, N. A. 0.00% No change 121 $9K
Financial Freedom, LLC 0.00% No change 118 $9K
Strategic Advocates LLC 0.00% New 117 $9K
Investors Research Corp 0.00% Reduce -24.2% 116 $9K
Plante Moran Financial Advisors, LLC 0.00% No change 116 $9K
Smithfield Trust Co 0.00% No change 117 $9K
Salem Investment Counselors Inc. 0.00% No change 110 $9K
Scarborough Advisors, LLC 0.00% Add +0.9% 109 $9K
Alerus Financial NA 0.00% Reduce -55.6% 104 $8K
Kathleen S. Wright Associates Inc. 0.00% No change 102 $8K
Compass Financial Services Inc 0.00% No change 101 $8K
Consultiva Wealth Management, Corp. 0.02% No change 100 $8K
Clayton Financial Group LLC 0.01% New 100 $8K
Rakuten Securities, Inc. 0.00% Reduce -42.2% 100 $8K
Your Advocates Ltd., LLP 0.00% New 100 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -71.2% 100 $8K
GAMMA Investing LLC 0.00% No change 93 $7K
Silicon Valley Capital Partners 0.00% New 91 $7K
Avion Wealth 0.00% No change 100 $7K
Legacy Wealth Managment, LLC 0.00% Add +218.5% 86 $7K
Elevation Wealth Partners, LLC 0.00% No change 85 $7K
SYM FINANCIAL Corp 0.00% No change 85 $7K
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% No change 84 $7K
Signature Resources Capital Management, LLC 0.00% No change 80 $6K
Covestor Ltd 0.00% Reduce -33.0% 71 $6K
Winch Advisory Services, LLC 0.00% No change 73 $6K
Guerra Advisors Inc 0.00% New 59 $5K
Federated Hermes, Inc. 0.00% New 57 $4K
Global Trust Asset Management, LLC 0.00% No change 53 $4K
Logan Capital Management Inc. 0.00% Add +2.0% 52 $4K
Arvest Investments, Inc. 0.00% No change 51 $4K
Minot DeBlois Advisors LLC 0.00% Reduce -34.2% 50 $4K
Pin Oak Investment Advisors Inc. 0.00% No change 41 $3K
MGB Wealth Management, LLC 0.00% No change 40 $3K
JNBA Financial Advisors 0.00% No change 39 $3K
Sawyer & Company, Inc 0.00% New 37 $3K
CNB Bank 0.00% No change 37 $3K
Truvestments Capital LLC 0.00% No change 35 $3K
SJS Investment Consulting Inc. 0.00% No change 33 $3K
Curio Wealth, LLC 0.00% No change 31 $2K
Family Manage LLC 0.00% No change 29 $2K
Richardson Capital Management LLC 0.00% No change 26 $2K
Hantz Financial Services, Inc. 0.00% Reduce -87.7% 29 $2K
DecisionPoint Financial, LLC 0.00% New 25 $2K
Broadwater Capital Management LLC 0.00% Reduce -98.8% 22 $2K
Bogart Wealth, LLC 0.00% Add +5.6% 19 $1K
Orion Capital Management LLC 0.00% New 14 $1K
Aventura Private Wealth, LLC 0.00% No change 13 $1K
Daiwa Securities Group Inc. 0.00% Reduce -50.0% 10 $1K
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $798
Financial Network Wealth Advisors LLC 0.00% New 10 $784
Kelleher Financial Advisors 0.00% New 7 $549
Rise Advisors, LLC 0.00% Reduce -60.0% 4 $322
Global Wealth Strategies & Associates 0.00% No change 4 $313
Turning Point Benefit Group, Inc. 0.00% New 3 $235
Blue Bell Private Wealth Management, LLC 0.00% Reduce -99.6% 1 $78
Parallax Volatility Advisers, L.P. 0.00% No change 1 $78
Beutel, Goodman & Co Ltd. 0.00% No change 10 $0
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.