SS Consumer Staples Sel SectXLPETF

13F holders, Q1 2026 (March 31)
1,259holders +40
140new positions
107sold out
7famous investors
$81.94avg. 13F price*

At the end of Q1 2026, 1,259 institutions reported holding SS Consumer Staples Sel Sect (XLP) in their 13F filings, up 40 from Q4 2025. 140 opened new positions and 107 sold out. The largest holders were Bank of America Corp. ($2.0B), Morgan Stanley ($846.4M) and JPMorgan Chase & Co. ($790.5M). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions140$529.9M
Exits107$267.0M

All 13F filers, Q4 2025 → Q1 2026: 26,690,286 shares bought and 51,342,684 shares sold, net −24,652,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,259 holders

Bank of America Corp. 0.15% Add +5.4% 24,702,456 $2.0B
Morgan Stanley 0.05% Add +22.1% 10,324,792 $846.4M
JPMorgan Chase & Co. 0.05% Add +10.1% 9,654,456 $790.5M
Goldman Sachs Group Inc. 0.09% Reduce -22.9% 8,782,677 $720.0M
UBS Group AG 0.08% Add +5.6% 5,687,945 $466.3M
Susquehanna International Group, LLP 0.58% Add +138.6% 5,449,335 $446.7M
Envestnet Asset Management Inc. 0.12% Reduce -0.5% 5,389,729 $441.8M
Wells Fargo & Company 0.09% Add +0.3% 5,180,524 $424.7M
Citigroup Inc. 0.26% Reduce -77.8% 5,046,672 $413.7M
Raymond James Financial Inc. 0.13% Reduce -0.3% 4,981,721 $408.4M
LPL Financial LLC 0.09% Add +7.0% 4,345,177 $356.2M
Menora Mivtachim Holdings LTD. 1.56% Reduce -2.9% 4,011,547 $328.9M
Barclays PLC 0.10% Reduce -60.8% 3,434,526 $281.6M
Millennium Management 0.21% Add +1296.0% 3,226,673 $264.5M
Ameriprise Financial Inc. 0.06% Reduce -6.6% 3,198,124 $257.5M
Janney Montgomery Scott LLC 0.64% Add +4.2% 3,138,094 $257.3M
Truist Financial Corp. 0.34% Add +1.2% 3,042,764 $249.4M
Cibc World Market Inc. 0.41% Add +168.8% 2,860,644 $234.5M
WestEnd Advisors, LLC 5.60% Add +2.5% 2,828,614 $231.9M
Royal Bank of Canada 0.04% Add +49.2% 2,626,284 $215.3M
Healthcare of Ontario Pension Plan Trust Fund 0.28% Reduce -59.0% 2,046,080 $167.7M
Natixis 0.67% Add +95.2% 2,026,060 $166.1M
BNP Paribas Financial Markets 0.10% Reduce -82.2% 1,796,488 $147.3M
Caisse de depot et placement du Quebec 0.23% Reduce -49.7% 1,788,624 $146.6M
SPX Gestao de Recursos Ltda 10.01% New 1,466,111 $120.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -22.4% 1,258,760 $103.2M
Nissay Asset Management Corp. /Japan 0.53% Reduce -22.6% 1,222,730 $100.2M
Rokos Capital Management LLP 1.63% Add +155.6% 1,115,233 $91.4M
Fisher Asset Management 0.03% Reduce -17.6% 1,046,296 $85.8M
Victory Capital Management Inc. 0.05% Add +1.7% 983,502 $80.6M
Saudi Central Bank 1.67% No change 963,581 $79.0M
PGIM Custom Harvest LLC 1.21% Add +0.1% 946,132 $77.6M
Osaic Holdings, Inc. 0.11% Reduce -20.2% 888,860 $72.9M
Alps Advisors Inc. 0.27% Add +6.1% 712,504 $58.4M
Agf Management Ltd. 0.25% Reduce -20.5% 679,126 $55.7M
Commonwealth Equity Services, LLC 0.08% Reduce -3.6% 673,653 $55.2M
Cetera Investment Advisers 0.06% Reduce -8.8% 663,139 $54.4M
Brevan Howard Capital Management LP 0.51% New 600,000 $49.2M
Jain Global LLC 0.66% New 594,846 $48.8M
Stifel Financial Corp. 0.04% Reduce -16.0% 594,760 $48.8M
Balyasny Asset Management L.P. 0.10% Add +4476.8% 571,179 $46.8M
EP Wealth Advisors, LLC 0.22% Add +8.9% 557,389 $45.7M
BlackRock, Inc. 0.00% Reduce -32.9% 521,228 $42.7M
Renaissance Technologies 0.06% Add +349.6% 500,000 $41.0M
Advisory Alpha, LLC 1.09% Add +42.4% 486,217 $39.9M
Conservest Capital Advisors, Inc. 3.53% Reduce -24.3% 475,085 $38.9M
Greenwood Gearhart LLC 2.06% Add +2.2% 463,621 $38.0M
Phoenix Financial Ltd. 0.35% Reduce -9.1% 450,987 $37.0M
Gerber Kawasaki Wealth & Investment Management 1.17% Add +10.7% 447,166 $36.7M
KCM Investment Advisors LLC 1.12% Reduce -0.5% 407,834 $33.4M
Trust Asset Management LLC 2.30% Reduce -0.1% 391,133 $32.1M
State Street Corp. 0.00% Reduce -67.3% 364,180 $29.9M
HighTower Advisors, LLC 0.03% Reduce -6.3% 363,167 $29.8M
Banco BTG Pactual S.A. 5.65% New 353,600 $29.0M
Mirae Asset Securities (usa) Inc. 1.36% No change 350,000 $28.7M
Assetmark, Inc. 0.06% Reduce -23.8% 345,886 $28.4M
MML Investors Services, LLC 0.08% Reduce -10.4% 341,978 $28.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.75% Add +18.6% 331,139 $27.1M
Potomac Fund Management Inc. 0.86% New 302,748 $24.8M
Cambridge Investment Research Advisors, Inc. 0.06% Add +24.2% 289,520 $23.7M
Capital Fund Management S.A. 0.21% New 283,043 $23.2M
Trilogy Capital Inc. 0.99% Add +65.0% 269,982 $22.1M
Rockefeller Capital Management L.P. 0.04% Reduce -2.7% 252,063 $20.7M
Mercer Global Advisors Inc. 0.03% Add +5.8% 248,739 $20.4M
Thrivent Financial for Lutherans 0.04% Add +25.3% 248,501 $20.4M
Galvin, Gaustad & Stein, LLC 1.62% New 243,323 $19.9M
SG Americas Securities, LLC 0.02% Add +183.0% 237,629 $19.5M
J. Goldman & Co LP 0.89% Reduce -7.9% 235,456 $19.3M
Krilogy Financial LLC 0.61% Reduce -2.8% 234,079 $19.1M
Concurrent Investment Advisors, LLC 0.20% Add +8.7% 228,120 $18.7M
Bank of Montreal 0.01% Add +67.6% 225,575 $18.5M
RiverFront Investment Group, LLC 0.28% Add +1.1% 223,274 $18.3M
US Bancorp \de 0.02% Reduce -4.8% 220,946 $18.1M
Kingsview Wealth Management, LLC 0.24% Reduce -48.3% 217,829 $17.9M
Quantitative Investment Management, LLC 1.84% Reduce -26.5% 215,934 $17.7M
Holocene Advisors, LP 0.04% Reduce -16.2% 214,658 $17.6M
Passaic Partners LLC 2.08% Reduce -18.3% 209,780 $17.2M
NewEdge Advisors, LLC 0.06% Reduce -8.2% 205,980 $16.9M
BlueStem Wealth Partners, LLC 1.82% New 200,243 $16.4M
Perbak Capital Partners LLP 4.02% Reduce -4.0% 199,409 $16.3M
Baird Financial Group, Inc. 0.03% Add +146.0% 196,808 $16.1M
Armstrong Advisory Group, Inc. 1.07% Reduce -9.1% 195,321 $16.0M
Biltmore Wealth Management, LLC 5.67% Add +1.8% 194,440 $15.9M
Northern Trust Corp. 0.00% Add +0.7% 193,924 $15.9M
Sanctuary Advisors, LLC 0.09% Reduce -5.7% 193,365 $15.9M
Mariner, LLC 0.02% Add +2.6% 192,948 $15.8M
Peapack Gladstone Financial Corp. 0.20% Reduce -1.1% 188,287 $15.4M
Estate Counselors, LLC 1.35% Reduce -8.0% 185,026 $15.2M
Kestra Advisory Services, LLC 0.06% Add +12.9% 184,356 $15.1M
Integrated Wealth Concepts LLC 0.12% Add +285.8% 182,365 $15.0M
Steward Partners Investment Advisory, LLC 0.08% Add +76.5% 181,930 $14.9M
Cerity Partners LLC 0.02% Reduce -1.0% 180,854 $14.8M
J.W. Cole Advisors, Inc. 0.49% Add +5.6% 178,711 $14.7M
Jefferies Financial Group Inc. 0.18% Reduce -22.1% 176,496 $14.5M
Private Advisor Group, LLC 0.07% Reduce -17.6% 174,898 $14.3M
Verition Fund Management LLC 0.15% Add +1608.6% 173,460 $14.2M
PNC Financial Services Group, Inc. 0.01% Reduce -1.8% 171,537 $14.1M
HRT Financial LP 0.04% Add +75.6% 170,973 $14.0M
Rothschild Capital Partners, LLC 3.43% Reduce -12.1% 169,753 $13.9M
IMC-Chicago, LLC 0.21% New 169,012 $13.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +291.2% 166,481 $13.6M
Bar Harbor Wealth Management 0.80% Reduce -0.1% 166,226 $13.6M
Creative Planning 0.01% Add +0.5% 162,483 $13.3M
Matauro, LLC 1.92% Add +11.6% 162,223 $13.3M
MAI Capital Management 0.08% Reduce -2.1% 161,446 $13.2M
Clarity Financial LLC 1.43% Reduce -18.6% 160,842 $13.2M
Peak Retirement Planning, Inc. 2.53% Add +21.4% 154,677 $12.7M
Harbor Capital Advisors, Inc. 1.02% New 154,199 $12.6M
Makena Capital Management LLC 1.44% Add +0.6% 152,348 $12.5M
Jones Financial Companies LLLP 0.01% Add +15.0% 152,708 $12.5M
DAVENPORT & Co LLC 0.07% Add +1.3% 150,242 $12.3M
Annex Advisory Services, LLC 0.23% Add +10.7% 150,032 $12.3M
Equitable Holdings, Inc. 0.08% Add +10.7% 152,452 $11.9M
Swan Global Investments, LLC 0.64% Reduce -22.6% 144,314 $11.8M
Park Avenue Securities LLC 0.09% Add +4.4% 143,873 $11.8M
Flagship Harbor Advisors, LLC 0.52% Add +1002.2% 143,121 $11.7M
Arta Finance Wealth Management LLC 5.79% Add +2.3% 142,973 $11.7M
AE Wealth Management LLC 0.06% Add +322.2% 141,091 $11.6M
United Asset Strategies, Inc. 0.87% Add +6.8% 133,856 $11.0M
Neuberger Berman Group LLC 0.01% Reduce -1.6% 131,404 $10.8M
Valence8 US LP 3.71% Add +10.3% 129,368 $10.6M
Rockport Wealth LLC 1.90% Add +4461.6% 127,588 $10.5M
Two Sigma Investments, LP 0.01% Reduce -75.8% 125,500 $10.3M
Moore Capital Management, LP 0.41% Reduce -21.3% 125,149 $10.3M
Horizon Investments, LLC 0.11% Add +118.0% 123,744 $10.1M
Cwm, LLC 0.03% Add +36.5% 122,906 $10.1M
Northstar Advisory Group, LLC 3.81% New 121,712 $10.0M
IMZ Advisory Inc 3.77% Reduce -2.2% 121,581 $10.0M
Money Concepts Capital Corp. 0.55% Add +28.1% 121,295 $9.9M
Maven Securities LTD 0.58% Reduce -12.5% 120,043 $9.8M
Founders Financial Securities LLC 0.55% Add +71.8% 117,508 $9.8M
Retirement Planning Group, LLC 0.30% Reduce -3.8% 118,459 $9.7M
Prime Capital Investment Advisors, LLC 0.11% Reduce -0.9% 115,534 $9.5M
SageGuard Financial Group, LLC 1.46% Reduce -4.8% 115,242 $9.4M
Kwmg, LLC 0.78% Add +3.0% 114,617 $9.4M
Sumitomo Mitsui Financial Group, Inc. 0.19% Reduce -6.8% 114,554 $9.4M
HighPoint Advisor Group LLC 0.39% Reduce -5.8% 114,112 $9.4M
Salomon & Ludwin, LLC 0.83% Reduce -0.5% 114,371 $9.3M
Fifth Third Bancorp 0.02% Add +177.6% 113,354 $9.3M
Spruce Point Capital Management, LLC 12.05% Add +400.0% 110,000 $9.0M
LifePlan Financial, LLC 6.65% Add +6.5% 109,847 $9.0M
Waverly Advisors, LLC 0.07% Add +34.6% 109,183 $9.0M
Strategic Advisory Partners, LLC 7.02% Add +7.5% 108,774 $8.9M
National Bank of Canada 0.01% Add +13.4% 107,899 $8.8M
Valmark Advisers, Inc. 0.10% Add +3.5% 105,627 $8.7M
Sharper & Granite LLC 2.96% Reduce -2.9% 105,610 $8.7M
Legacy Edge Advisors, LLC 0.90% Add +281.1% 104,596 $8.6M
Tudor Investment Corporation 0.05% New 104,559 $8.6M
Bellwether Advisors, LLC 1.45% New 104,250 $8.5M
Franklin Resources Inc. 0.00% Reduce -15.2% 99,939 $8.2M
Prudent Investors Network, Inc. 1.77% Reduce -18.9% 99,294 $8.1M
Novare Capital Management LLC 0.63% Reduce -2.8% 97,275 $8.0M
Ameraudi Asset Management, Inc. 4.33% Add +280.0% 97,041 $8.0M
Qube Research & Technologies Ltd 0.01% Reduce -90.8% 96,444 $7.9M
Trek Financial, LLC 0.42% Reduce -57.9% 96,146 $7.9M
Avior Wealth Management, LLC 0.22% Add +1350.1% 94,356 $7.7M
Empowered Funds, LLC 0.05% New 93,809 $7.7M
Spinnaker Trust 0.42% Reduce -0.4% 93,054 $7.6M
Flow Traders U.S. LLC 0.24% Add +92.5% 92,734 $7.6M
Fifth Third Securities, Inc. 0.49% Reduce -6.2% 91,894 $7.5M
Thor Trading Advisors, LLC 3.08% Add +8.4% 90,618 $7.4M
Concentric Capital Strategies, LP 0.64% New 89,994 $7.4M
Private Wealth Advisors, LLC 2.06% Reduce -40.6% 89,366 $7.3M
Theory Financial LLC 2.53% Add +1853.2% 87,992 $7.2M
Circle Wealth Management, LLC 0.10% Add +0.1% 87,501 $7.2M
Focus Partners Wealth 0.01% Reduce -19.7% 85,551 $7.0M
One Wealth Map LLC 3.37% Reduce -2.5% 82,057 $6.9M
Crestwood Advisors Group, LLC 0.11% Add +799.0% 82,682 $6.8M
Sacks & Associates, LLC 4.95% Add +0.0% 81,144 $6.7M
Advisory Services Network, LLC 0.09% Reduce -0.4% 80,661 $6.6M
Niles Investment Management, LLC 5.89% New 79,982 $6.6M
IHT Wealth Management, LLC 0.15% Reduce -10.4% 79,661 $6.5M
Madison Park Capital Advisors, LLC 5.12% New 79,455 $6.5M
Stillwater Capital Advisors, LLC 0.74% Reduce -21.6% 79,069 $6.5M
First Interstate Bank 0.36% Reduce -8.8% 78,638 $6.4M
Corient Private Wealth LP 0.01% Reduce -13.3% 98,069 $6.4M
Capital Investment Advisors, LLC 0.09% Reduce -0.2% 77,833 $6.4M
CreativeOne Wealth, LLC 0.15% Add +72.5% 77,712 $6.4M
Alliancebernstein L.P. 0.00% Reduce -59.5% 81,633 $6.3M
Brave Asset Management Inc. 1.49% Add +1.0% 76,333 $6.3M
Vickerman Investment Advisors, Inc. 1.30% Add +3.8% 75,639 $6.2M
Jump Financial, LLC 0.10% Reduce -46.3% 75,345 $6.2M
Banco Santander, S.A. 0.05% Reduce -7.2% 75,216 $6.2M
Client First Capital LLC 2.68% New 74,468 $6.1M
Spire Wealth Management 0.21% Reduce -3.0% 74,384 $6.1M
Capital Investment Advisory Services, LLC 0.44% Add +4.4% 73,930 $6.1M
FMR LLC 0.00% Add +6.7% 73,020 $6.0M
First Merchants Corp. 0.23% Reduce -9.3% 72,734 $6.0M
Compass Wealth Management, LLC 2.53% Add +9.3% 72,271 $5.9M
Measured Wealth Private Client Group, LLC 1.61% Add +4.5% 72,097 $5.9M
Howard Capital Management Group, LLC 0.39% Add +0.3% 71,611 $5.9M
O'shaughnessy Asset Management, LLC 0.03% Add +173.3% 71,135 $5.8M
Sound View Wealth Advisors Group, LLC 0.40% Reduce -0.2% 70,892 $5.8M
Ashton Thomas Private Wealth, LLC 0.13% Reduce -6.7% 69,530 $5.7M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -61.1% 69,065 $5.7M
Client First Investment Management LLC 2.93% New 68,738 $5.6M
Sage Capital Management, LLC 2.60% Add +6.7% 67,463 $5.5M
Algorithmic Investment Models, LLC 6.76% New 66,858 $5.5M
Parallax Volatility Advisers, L.P. 0.30% Add +289.3% 66,036 $5.4M
St Germain D J Co. Inc. 0.21% Reduce -3.3% 65,141 $5.3M
Proficio Capital Partners LLC 0.28% New 64,770 $5.3M
Chemung Canal Trust Co. 1.07% Reduce -0.3% 64,676 $5.3M
Destination Wealth Management 0.14% Reduce -0.7% 63,960 $5.2M
Capital Advisors Wealth Management, LLC 0.70% Reduce -0.0% 63,863 $5.2M
Allspring Global Investments Holdings, LLC 0.01% Add +11.0% 64,031 $5.2M
Atria Investments, Inc 0.06% Reduce -26.6% 62,986 $5.2M
Old National Bancorp 0.09% Reduce -12.1% 62,776 $5.1M
Split Rock Private Trading & Wealth Management, LLC 3.95% Add +2.8% 62,244 $5.1M
NWF Advisory Services Inc. 0.57% Reduce -7.8% 61,291 $5.0M
American National Bank of Texas 4.76% Reduce -3.2% 60,939 $5.0M
Fca Corp. 1.41% Add +1.7% 60,930 $5.0M
Coastal Bridge Advisors, LLC 0.35% Reduce -2.2% 60,912 $5.0M
Smith Chas P & Associates Pa Cpas 0.27% Reduce -5.7% 60,166 $4.9M
Independence Wealth Advisors, LLC 2.62% Reduce -6.3% 59,980 $4.9M
SRB Corp. 0.30% No change 59,584 $4.9M
Quantinno Capital Management LP 0.01% Add +21.0% 59,198 $4.9M
Rooted Wealth Advisors, Inc. 1.23% Reduce -3.3% 56,765 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -45.1% 56,838 $4.7M
Martin & Co. Inc. 0.79% Add +2.2% 56,331 $4.6M
Advocate Investing Services LLC 3.91% Add +33.2% 56,252 $4.6M
First International Bank of Israel Ltd. 1.35% Add +23.2% 55,821 $4.6M
Farmers & Merchants Trust Co of Chambersburg PA 1.24% Reduce -1.8% 55,547 $4.6M
Toth Financial Advisory Corp. 0.50% Add +6.2% 55,477 $4.5M
Concord Investment Counsel Inc. 1.49% Reduce -1.3% 53,858 $4.4M
Winthrop Capital Management, LLC 1.13% Reduce -4.3% 53,594 $4.4M
Sigma Planning Corp 0.12% Add +8.0% 53,259 $4.4M
SkyView Investment Advisors, LLC 0.59% Add +1.4% 53,175 $4.4M
Main Street Financial Solutions, LLC 0.31% Reduce -8.2% 52,609 $4.3M
WBH Advisory Inc. 0.32% Add +15.9% 52,542 $4.3M
Independent Advisor Alliance 0.05% Add +1327.1% 52,160 $4.3M
Credit Agricole S A 0.01% Add +40.8% 51,971 $4.3M
Premier Path Wealth Partners, LLC 0.55% Reduce -16.6% 51,684 $4.2M
Axxcess Wealth Management, LLC 0.13% Add +63.1% 51,195 $4.2M
Stockman Wealth Management, Inc. 0.46% Reduce -10.6% 51,053 $4.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.12% Reduce -37.2% 51,070 $4.2M
Hancock Whitney Corp. 0.07% Reduce -0.1% 50,673 $4.2M
Orange Investment Advisors, Inc. 0.54% Reduce -2.3% 50,676 $4.2M
Mission Hills Financial Advisory, LLC 2.12% Add +2.4% 50,612 $4.1M
MMBG Investment Advisors Co. 0.38% No change 50,602 $4.1M
Fluent Financial, LLC 1.51% Reduce -43.2% 50,744 $4.1M
Ellis Investment Partners, LLC 0.72% Add +9.4% 50,427 $4.1M
Atlas FRM LLC 0.27% New 50,000 $4.1M
Associated Banc-Corp 0.11% Reduce -1.3% 49,349 $4.0M
Pinnacle Financial Partners, Inc. 0.03% Add +0.0% 49,320 $4.0M
Dakota Wealth Management 0.09% Reduce -1.2% 48,596 $4.0M
Carolina Wealth Advisors, LLC 1.64% Add +43.5% 48,126 $3.9M
Evolution Wealth Advisors, LLC 0.39% Reduce -65.4% 46,980 $3.9M
Merit Financial Group, LLC 0.03% Add +23.0% 46,249 $3.8M
AMG National Trust Bank 0.08% Add +44.2% 46,241 $3.8M
United Capital Financial Advisors, LLC 0.02% Reduce -2.3% 46,174 $3.8M
1607 Capital Partners, LLC 0.27% Add +296.7% 45,860 $3.8M
Delos Wealth Advisors, LLC 2.14% Add +8.7% 45,683 $3.7M
Wealthcare Advisory Partners LLC 0.07% Reduce -8.4% 45,666 $3.7M
AlphaCore Capital LLC 0.09% Reduce -9.1% 45,509 $3.7M
Biondo Investment Advisors, LLC 0.48% New 45,484 $3.7M
Independent Financial Group, LLC 0.08% Add +3.5% 45,427 $3.7M
CX Institutional 0.11% Reduce -17.4% 45,246 $3.7M
Capital Advantage, Inc. 0.48% Reduce -0.1% 45,092 $3.7M
Foronjy Financial LLC 1.53% Add +5.8% 44,763 $3.7M
Cresset Asset Management, LLC 0.02% Reduce -4.0% 44,730 $3.7M
Apollon Financial, LLC 0.51% Reduce -2.1% 44,722 $3.7M
Simmons Bank 0.25% Reduce -8.4% 44,698 $3.7M
DRW Securities, LLC 0.20% Reduce -50.8% 43,986 $3.6M
Pathstone Holdings, LLC 0.01% Reduce -0.1% 43,497 $3.6M
Savvy Advisors, Inc. 0.10% Add +3.0% 43,458 $3.6M
AQR Capital Management 0.00% Add +11.1% 43,167 $3.5M
Financial Discovery Group Inc. 8.24% — 43,002 $3.5M
&partners 0.02% Add +51.7% 42,746 $3.5M
Harbour Investments, Inc. 0.05% Add +141.2% 42,560 $3.5M
Penserra Capital Management LLC 0.04% New 41,837 $3.4M
Afg Fiduciary Services Limited Partnership 2.00% Add +33.8% 41,077 $3.4M
Y-Intercept (Hong Kong) Ltd 0.06% New 41,256 $3.4M
Volterra Technologies LP 2.39% Add +981.9% 41,090 $3.4M
DV Trading LLC 0.30% Add +809.4% 40,924 $3.4M
Alphadyne Asset Management LP 0.44% New 40,884 $3.4M
Foguth Wealth Management, LLC. 0.38% Reduce -13.6% 39,581 $3.3M
Allred Capital Management, LLC 1.19% Reduce -0.6% 40,012 $3.3M
Manatuck Hill Partners, LLC 1.07% New 40,000 $3.3M
Innova Wealth Partners 1.55% New 39,769 $3.3M
Granite Harbor Advisors, Inc. 1.41% Reduce -1.8% 39,507 $3.2M
First Financial Bank - Trust Division 0.26% Add +4.9% 39,068 $3.2M
Two Sigma Securities, LLC 0.37% Add +548.6% 38,838 $3.2M
PCG Wealth Advisors, LLC 0.80% Reduce -0.3% 38,734 $3.2M
Western Wealth Management, LLC 0.12% Add +21.4% 38,572 $3.2M
Arkadios Wealth Advisors 0.05% Reduce -1.5% 38,458 $3.2M
LightSquare Wealth Management, LLC 2.35% — 38,251 $3.1M
Lido Advisors, LLC 0.01% Reduce -17.4% 37,941 $3.1M
Addison Advisors LLC 0.69% Add +7.8% 37,903 $3.1M
Butensky & Cohen Financial Security, Inc. 0.82% Add +2.1% 37,849 $3.1M
Centric Wealth Management 0.62% New 37,075 $3.1M
D L Carlson Investment Group Inc. 0.53% Add +0.6% 37,747 $3.1M
Wealthfront Advisers LLC 0.01% Reduce -6.4% 37,656 $3.1M
Polymer Capital Management (HK) LTD 0.43% No change 37,500 $3.1M
Regal Investment Advisors LLC 0.18% Add +6.8% 37,491 $3.1M
PeakShares LLC 2.72% Add +2.8% 36,204 $3.0M
Captrust Financial Advisors 0.01% Add +0.3% 36,123 $3.0M
Cedar Mountain Advisors, LLC 0.57% Add +0.2% 35,771 $2.9M
Focus Financial Network, Inc. 0.10% Reduce -16.2% 35,710 $2.9M
Northland Securities, Inc. 2.77% Add +3.9% 35,516 $2.9M
Archford Capital Strategies, LLC 0.33% New 35,178 $2.9M
Sig Brokerage, LP 0.81% New 35,037 $2.9M
Alerus Financial NA 0.14% Reduce -19.6% 34,831 $2.9M
BBR Partners, LLC 0.16% No change 34,780 $2.9M
Union Bancaire Privee, UBP SA 0.04% New 34,543 $2.8M
Meitav Investment House Ltd. 0.03% Add +141.4% 34,480 $2.8M
Elevation Point Wealth Partners, LLC 0.07% Add +106.2% 34,449 $2.8M
AAFMAA Wealth Management & Trust LLC 1.08% Add +11.4% 34,097 $2.8M
Sequoia Financial Advisors, LLC 0.02% Reduce -1.5% 34,078 $2.8M
Berkshire Asset Management LLC 0.12% Add +1.3% 34,015 $2.8M
Lodge Hill Capital, LLC 0.54% No change 33,910 $2.8M
Adams Wealth Management 0.61% Add +7.2% 33,784 $2.8M
CacheTech Inc. 0.53% Add +7.2% 33,784 $2.8M
Berger Financial Group, Inc 0.15% Reduce -0.1% 33,717 $2.8M
WP Advisors, LLC 0.71% Add +4.3% 33,707 $2.8M
Midwest Trust Co 0.03% Add +2.8% 33,615 $2.8M
TCV Trust & Wealth Management, Inc. 0.23% Reduce -0.0% 33,561 $2.8M
Innealta Capital, LLC 1.71% Reduce -50.9% 33,518 $2.7M
Worth Asset Management, LLC 1.02% New 33,484 $2.7M
Kintra Wealth, LLC 0.19% New 33,223 $2.7M
Essex LLC 0.48% Add +5.0% 33,082 $2.7M
Cooksen Wealth, LLC 1.94% Add +3.8% 32,578 $2.7M
Kestra Private Wealth Services, LLC 0.03% Reduce -14.0% 32,491 $2.7M
JSF Financial, LLC 0.52% Add +9.3% 32,409 $2.7M
Everstar Asset Management, LLC 1.41% Reduce -6.1% 32,413 $2.7M
Fiduciary Group, LLC 0.23% Add +7.9% 32,303 $2.6M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -0.4% 31,999 $2.6M
3EDGE Asset Management, LP 0.13% Add +29.3% 32,028 $2.6M
Greenland Capital Management LP 0.59% Reduce -21.9% 31,610 $2.6M
CMG Global Holdings, LLC 1.23% Add +1.3% 31,579 $2.6M
Legacy Advisors, LLC 0.30% Add +9.5% 31,241 $2.6M
Walleye Capital LLC 0.02% Reduce -42.4% 31,199 $2.6M
Ethos Financial Group, LLC 0.19% No change 32,847 $2.6M
RPg Family Wealth Advisory, LLC 0.53% New 31,081 $2.5M
Risk Paradigm Group, LLC 2.16% New 30,936 $2.5M
U.S. Capital Wealth Advisors, LLC 0.06% Add +11.6% 30,916 $2.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 30,878 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -57.6% 30,845 $2.5M
Ami Investment Management Inc. 0.57% Reduce -0.5% 30,824 $2.5M
Magnus Financial Group LLC 0.21% Reduce -0.3% 30,603 $2.5M
Massachusetts Wealth Management 1.09% Add +6.3% 30,554 $2.5M
Laurel Wealth Advisors LLC 0.24% Add +1.4% 29,365 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +3.5% 30,283 $2.5M
Silver Oak Securities, Incorporated 0.18% Add +0.8% 29,857 $2.4M
Summit Financial, LLC 0.03% Add +17.1% 29,520 $2.4M
Nelson Capital Management, LLC 0.29% Reduce -0.0% 29,355 $2.4M
Advisor Resource Council 0.94% Reduce -7.0% 29,108 $2.4M
Ranch Capital Advisors Inc. 0.87% Add +14.9% 29,070 $2.4M
Retirement Guys Formula LLC 1.09% Reduce -1.8% 29,028 $2.4M
Stratos Wealth Partners, LTD. 0.03% Add +25.5% 28,846 $2.4M
Venturi Wealth Management, LLC 0.11% Reduce -12.4% 28,666 $2.4M
Sharpepoint LLC 1.39% Add +1.8% 28,338 $2.3M
Nwam LLC 0.13% Add +2.4% 28,043 $2.3M
Diversified Enterprises, LLC 0.13% Add +0.1% 27,960 $2.3M
Darwin Wealth Management, LLC 0.71% Add +119.3% 27,918 $2.3M
Citizens Financial Group Inc. 0.03% Reduce -7.1% 27,898 $2.3M
Private Wealth Group, LLC 1.07% Reduce -1.3% 27,866 $2.3M
Centennial Bank 0.82% Add +78.2% 27,743 $2.3M
Keybank National Association 0.01% Reduce -1.1% 27,726 $2.3M
Asset Advisors Investment Management, LLC 0.22% Reduce -7.8% 27,708 $2.3M
Signal Advisors Wealth, LLC 0.16% Reduce -46.8% 27,605 $2.3M
Westside Investment Management, Inc. 0.35% Add +9.9% 27,548 $2.3M
Cavalier Investments, LLC 0.58% New 27,366 $2.2M
Vontobel Holding Ltd. 0.01% New 27,352 $2.2M
Bank of New York Mellon Corp 0.00% Reduce -41.3% 27,297 $2.2M
Beacon Pointe Advisors, LLC 0.01% Add +65.0% 27,092 $2.2M
Camelot Technology Advisors, Inc. 1.63% Reduce -5.8% 27,041 $2.2M
Dynamic Advisor Solutions LLC 0.07% Reduce -0.9% 26,864 $2.2M
Targeted Financial Services LLC 1.80% Add +6.2% 26,824 $2.2M
Busey Bank 0.06% Reduce -1.6% 26,777 $2.2M
CoreCap Advisors, LLC 0.07% Add +8.6% 26,758 $2.2M
GeoWealth Management, LLC 0.08% Reduce -4.2% 26,580 $2.2M
Crew Capital Management, Ltd 1.44% Reduce -0.6% 26,516 $2.2M
Tritonpoint Wealth, LLC 0.23% Reduce -3.6% 26,442 $2.2M
Straightline Group LLC 1.08% Add +6.0% 26,400 $2.2M
Acima Private Wealth, LLC 0.68% No change 26,284 $2.2M
Stephens Inc. 0.03% Add +5.0% 26,240 $2.2M
Sepio Capital, LP 0.12% Reduce -0.6% 26,211 $2.1M
Virtue Capital Management, LLC 0.33% Reduce -4.9% 26,186 $2.1M
RFG Advisory, LLC 0.04% Add +97.9% 26,132 $2.1M
Kennicott Capital Management LLC 1.17% Reduce -0.4% 26,096 $2.1M
ES4, LLC 1.38% Add +33.0% 26,068 $2.1M
Flagstar Securities, Inc. 0.77% Add +0.8% 25,978 $2.1M
Cary Street Partners Financial LLC 0.05% Add +0.6% 25,916 $2.1M
Per Stirling Capital Management, LLC. 0.23% Add +241.3% 25,879 $2.1M
Pallas Capital Advisors LLC 0.08% Reduce -10.8% 25,819 $2.1M
Advisory Resource Group 0.36% New 25,658 $2.1M
Guilbault Capital LLC 2.30% Reduce -1.6% 25,565 $2.1M
Cary Street Partners Investment Advisory LLC 0.53% Reduce -7.2% 25,507 $2.1M
Sowell Financial Services LLC 0.08% Add +1.7% 25,494 $2.1M
Colton Groome Financial Advisors, LLC 0.59% Reduce -3.0% 25,394 $2.1M
Brookstone Capital Management 0.02% Reduce -57.5% 25,241 $2.1M
CWC Advisors, LLC. 0.98% Reduce -0.6% 25,175 $2.1M
Twin Focus Capital Partners, LLC 0.24% Reduce -10.9% 25,019 $2.1M
Hanseatic Management Services Inc. 1.95% — 24,872 $2.0M
Primoris Wealth Advisors, LLC 1.42% Add +4.4% 24,789 $2.0M
Beaumont Financial Advisors, LLC 0.14% Add +0.0% 24,685 $2.0M
Horizon Financial Services, LLC 0.89% Add +41.4% 24,607 $2.0M
First Trust Advisors LP 0.00% Reduce -3.9% 24,551 $2.0M
Carnegie Investment Counsel 0.04% Reduce -8.4% 24,443 $2.0M
Zullo Investment Group, Inc. 0.75% Add +5.3% 24,174 $2.0M
Fourth Dimension Wealth, LLC 0.75% Add +7.4% 24,135 $2.0M
Sage Capital Advisors,llc 0.46% Add +0.4% 24,026 $2.0M
UNIVEST FINANCIAL Corp 0.11% Reduce -68.9% 23,892 $2.0M
Jacobi Capital Management LLC 0.11% Add +11.7% 23,742 $1.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.26% Reduce -2.0% 23,532 $1.9M
Bank of Nova Scotia 0.00% No change 23,370 $1.9M
M3 Advisory Group, LLC 1.18% Add +0.8% 23,329 $1.9M
Capstone Wealth Management Group LLC 1.17% Reduce -1.8% 23,198 $1.9M
Choreo, LLC 0.02% Reduce -1.4% 23,103 $1.9M
Navis Wealth Advisors, LLC 0.96% Add +0.5% 23,038 $1.9M
Scotia Capital Inc. 0.01% Reduce -25.6% 22,750 $1.9M
Mutual Advisors, LLC 0.04% Add +23.1% 22,724 $1.9M
Cannon Advisors, Inc. 1.38% New 22,641 $1.9M
Fairvoy Private Wealth, LLC 0.44% Add +85.2% 22,637 $1.9M
Everest Financial Group LLC 0.31% New 22,610 $1.9M
Benjamin Edwards Inc. 0.02% Reduce -21.8% 22,477 $1.8M
Magnolia Capital Management Ltd. 1.24% Reduce -1.9% 22,375 $1.8M
Commerce Bank 0.01% Add +18.6% 22,176 $1.8M
Hansen & Associates Financial Group, Inc. 0.97% Reduce -27.6% 22,086 $1.8M
Meridian Wealth Management, LLC 0.06% Add +9.3% 21,956 $1.8M
JBGlobal.com LLC 1.76% New 21,850 $1.8M
M&T Bank Corp 0.01% Reduce -13.6% 21,828 $1.8M
Shepherd Financial Partners LLC 0.17% Reduce -1.3% 21,809 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -4.2% 21,765 $1.8M
10Elms LLP 1.23% Add +45.4% 21,596 $1.8M
HB Wealth Management, LLC 0.01% Add +29.1% 21,391 $1.8M
Win Advisors, Inc. 0.80% New 21,338 $1.7M
Ledyard National Bank 0.15% Reduce -3.7% 21,310 $1.7M
Advyzon Investment Management, LLC 0.15% Reduce -18.6% 21,009 $1.7M
Encore Global Management, LP 1.20% — 21,000 $1.7M
HBW Advisory Services LLC 0.18% Add +21.3% 20,856 $1.7M
Simplicity Wealth,LLC 0.10% Add +12.8% 20,556 $1.7M
Farther Finance Advisors, LLC 0.02% Add +49.3% 20,609 $1.7M
Harrell Investment Partners, LLC 0.40% Reduce -1.7% 20,264 $1.7M
Centiva Capital, LP 0.08% New 20,000 $1.6M
Affiance Financial, LLC 0.26% Reduce -1.0% 19,869 $1.6M
McAdam, LLC 0.07% Add +14.4% 19,591 $1.6M
Capstone Capital Management Ltd 1.61% Reduce -60.3% 19,500 $1.6M
January Capital Advisors LLC 2.14% — 19,368 $1.6M
Uptick Partners, LLC 0.31% Add +0.0% 19,131 $1.6M
Climber Capital SA 1.03% Reduce -28.3% 19,138 $1.6M
FIL Ltd 0.00% Reduce -6.8% 19,077 $1.6M
Verdence Capital Advisors LLC 0.09% Add +3.8% 19,000 $1.6M
Sequent Planning LLC 0.37% Add +10.3% 18,794 $1.5M
Helium Advisors LLC 1.46% Reduce -3.6% 18,633 $1.5M
Crescent Grove Advisors, LLC 0.15% No change 18,629 $1.5M
Verus Capital Partners, LLC 0.10% Reduce -2.5% 18,621 $1.5M
StoneX Group Inc. 0.08% Add +48.6% 18,547 $1.5M
Stapp Wealth Management, PLLC 1.93% New 18,473 $1.5M
Capula Management Ltd 0.01% Reduce -10.7% 18,375 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +50.3% 18,371 $1.5M
World Investment Advisors 0.02% Add +3.9% 18,273 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -19.9% 18,247 $1.5M
Bank of Marin 1.09% Reduce -1.3% 18,220 $1.5M
Gladstone Institutional Advisory LLC 0.05% Reduce -8.5% 18,015 $1.5M
Glenmede Trust Co. NA 0.01% Reduce -0.3% 17,950 $1.5M
Chesapeake Wealth Management 0.45% Reduce -5.8% 17,783 $1.5M
Ayalon Insurance Comp Ltd. 0.30% Add +227.1% 17,645 $1.4M
Vectors Research Management, LLC 0.42% Reduce -30.1% 17,578 $1.4M
V2 Financial group LLC 0.67% No change 17,532 $1.4M
Intrua Financial, LLC 0.15% Reduce -2.6% 17,437 $1.4M
Luminist Capital LLC 1.90% Add +143.5% 17,328 $1.4M
Blair William & Co. 0.00% Reduce -12.6% 17,204 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.5% 17,082 $1.4M
Thrive Capital Management, LLC 0.31% Add +86.6% 17,031 $1.4M
Nan Shan Life Insurance Co., Ltd. 0.05% No change 16,888 $1.4M
Citadel Advisors 0.00% Reduce -62.6% 16,774 $1.4M
MontVue Capital Management, Inc. 0.94% Reduce -0.1% 16,738 $1.4M
Florida Financial Advisors, LLC 0.33% Add +104.7% 16,620 $1.4M
Providence First Trust Co 0.48% Add +24.4% 16,610 $1.4M
Madden Advisory Services, Inc. 0.54% Add +5.2% 16,573 $1.4M
Ignite Planners, LLC 0.21% Add +0.4% 16,555 $1.4M
Pine Valley Investments Ltd Liability Co 0.07% Add +10.6% 16,491 $1.4M
Markin Asset Management, LP 1.47% Add +6.1% 16,308 $1.3M
Mill Creek Capital Advisors, LLC 0.03% Add +0.3% 16,248 $1.3M
Foundations Investment Advisors, LLC 0.02% Reduce -1.3% 16,241 $1.3M
Peterson Wealth Management 0.77% Reduce -0.6% 16,218 $1.3M
Boltwood Capital Management 0.34% Add +2.0% 16,102 $1.3M
Guardian Asset Advisors, LLC 0.77% New 16,052 $1.3M
Wilmington Savings Fund Society, FSB 0.03% Reduce -2.6% 15,970 $1.3M
Curat Global, LLC 1.27% Add +89.5% 15,746 $1.3M
Calton & Associates, Inc. 0.19% Add +0.1% 15,743 $1.3M
Trust Co 0.12% Reduce -8.5% 15,698 $1.3M
Planning Directions Inc. 0.65% Add +0.0% 15,687 $1.3M
RoundAngle Advisors LLC 0.96% Add +1.5% 15,683 $1.3M
Integrated Advisors Network LLC 0.07% Reduce -45.6% 15,644 $1.3M
Brown, Lisle/Cummings, Inc. 0.32% Reduce -0.5% 15,636 $1.3M
Choate Investment Advisors 0.02% No change 15,420 $1.3M
Integrity Alliance, Llc. 0.05% Reduce -6.5% 15,409 $1.3M
Nations Financial Group Inc, /Ia/ 0.07% Add +0.2% 15,392 $1.3M
Wall Capital Group, Inc. 1.34% Reduce -10.5% 15,300 $1.3M
Maridea Wealth Management LLC 0.18% Reduce -46.8% 15,274 $1.3M
Quest 10 Wealth Builders, Inc. 1.10% Add +1.3% 15,264 $1.3M
Atlas Capital Advisors Inc. 0.14% Add +78.5% 15,255 $1.3M
Mechanics Bank Trust Department 0.17% Reduce -1.4% 15,157 $1.2M
New Wave Wealth Advisors LLC 0.43% Add +26.2% 15,119 $1.2M
CI Investments Inc. 0.01% New 15,000 $1.2M
Belpointe Asset Management LLC 0.04% Reduce -18.1% 14,990 $1.2M
Cushing Capital Partners, LLC 0.94% Reduce -2.5% 14,983 $1.2M
Analyst IMS Investment Management Services Ltd. 0.04% No change 14,930 $1.2M
Weaver Capital Management LLC 0.27% Reduce -0.0% 14,901 $1.2M
Colony Family Offices, LLC 0.30% No change 14,866 $1.2M
Vestmark Advisory Solutions, Inc. 0.01% Reduce -11.2% 14,827 $1.2M
Redwood Financial Network Corp 0.79% Add +3.7% 14,710 $1.2M
High Note Wealth, LLC 0.24% Reduce -4.5% 14,681 $1.2M
PFG Investments, LLC 0.06% Reduce -1.4% 14,659 $1.2M
Financial & Tax Architects, LLC 0.27% New 14,580 $1.2M
Midwest Financial Group LLC 0.51% Reduce -0.1% 14,570 $1.2M
Wedmont Private Capital 0.04% Reduce -5.5% 14,340 $1.2M
Cornerstone Capital, Inc. 0.12% Add +0.9% 14,480 $1.2M
Caprock Group, LLC 0.03% Reduce -4.7% 14,335 $1.2M
Atlantic Union Bankshares Corp 0.02% Reduce -16.1% 14,256 $1.2M
Jackson Hole Capital Partners, LLC 0.19% No change 14,236 $1.2M
CIBC Bancorp USA Inc. 0.00% — 14,181 $1.2M
Vertex Investment Solutions Co., Ltd. 1.33% Add +31.8% 14,100 $1.2M
D.A. Davidson & Co. 0.01% Reduce -7.1% 14,000 $1.1M
MV Capital Management, Inc. 0.11% Reduce -4.5% 13,997 $1.1M
Valeo Financial Advisors, LLC 0.03% Reduce -1.0% 13,941 $1.1M
Ashton Thomas Securities, LLC 0.14% Reduce -2.3% 13,824 $1.1M
PFG Advisors 0.06% Reduce -1.7% 13,809 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -3.5% 13,803 $1.1M
Ausdal Financial Partners, Inc. 0.05% Reduce -53.4% 13,753 $1.1M
Talon Private Wealth, LLC 0.15% — 13,749 $1.1M
Bfsg, LLC 0.11% Reduce -10.5% 13,631 $1.1M
Banque Pictet & Cie SA 0.01% No change 13,610 $1.1M
RiverGlades Family Offices LLC 0.65% — 13,520 $1.1M
Objective Capital Management, LLC 1.11% Add +0.0% 13,458 $1.1M
Kovack Advisors, Inc. 0.06% Reduce -23.8% 13,446 $1.1M
Kanawha Capital Management LLC 0.08% No change 13,328 $1.1M
Interactive Financial Advisors, Inc. 0.71% Reduce -1.8% 13,242 $1.1M
CENTRAL TRUST Co 0.02% Reduce -4.0% 13,203 $1.1M
NCM Capital Management, LLC 0.39% Add +0.1% 13,196 $1.1M
First Horizon Corp. 0.05% Add +4.2% 13,170 $1.1M
Crews Bank & Trust 0.16% Reduce -1.6% 13,168 $1.1M
McKinley Carter Wealth Services, Inc. 0.06% Reduce -14.1% 13,150 $1.1M
PCG Asset Management, LLC 0.85% Add +0.8% 13,042 $1.1M
Cullen/Frost Bankers, Inc. 0.01% Reduce -12.3% 12,958 $1.1M
Manhattan West Asset Management, LLC 0.21% Reduce -9.1% 12,916 $1.1M
Prosperity Consulting Group, LLC 0.05% Reduce -66.7% 12,899 $1.1M
Diversify Wealth Management, LLC 0.02% Add +160.0% 12,727 $1.1M
Purus Wealth Management, LLC 0.34% Add +2.5% 12,868 $1.1M
RDA Financial Network 0.26% Reduce -0.6% 12,833 $1.1M
Rockland Trust Co. 0.04% Add +26.9% 12,824 $1.1M
Okabena Investment Services Inc. 0.20% Add +2.5% 12,814 $1.1M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +1.3% 12,651 $1.0M
Clear Street Group Inc. 0.01% New 12,500 $1.0M
Mission Creek Capital Partners, Inc. 0.20% Add +2.9% 12,477 $1.0M
Transcend Capital Advisors, LLC 0.08% Reduce -37.9% 12,465 $1.0M
Windsor Capital Management, LLC 0.30% Reduce -1.8% 12,433 $1.0M
Principal Securities, Inc. 0.01% Add +1.8% 12,331 $1.0M
Dara Capital Us, Inc. 0.94% No change 12,130 $994K
Provida Pension Fund Administrator 0.02% No change 11,905 $976K
Summit Trail Advisors, LLC 0.01% Add +1.4% 11,853 $972K
Investment Management Trust, LLC 0.95% — 11,843 $971K
Capital Analysts, LLC 0.03% Add +0.7% 11,781 $965K
Cullen Capital Management, LLC 0.01% Reduce -97.5% 11,703 $959K
Golden State Wealth Management, LLC 0.10% No change 11,662 $956K
Savior LLC 3.38% New 11,541 $946K
Redstone Wealth Management, LLC 0.75% Reduce -9.0% 11,533 $945K
Providence Capital Advisors, LLC 0.15% Add +2.8% 11,517 $944K
Transamerica Financial Advisors, LLC 0.08% Reduce -57.6% 11,510 $944K
Narus Financial Partners, LLC 0.25% Add +17.0% 11,509 $943K
Nikulski Financial, Inc. 0.23% Reduce -14.3% 11,503 $943K
OneAscent Financial Services LLC 0.05% New 11,408 $935K
O'ROURKE & COMPANY, Inc 0.37% Reduce -2.6% 11,389 $934K
Moors & Cabot, Inc. 0.04% Add +2.4% 11,377 $933K
Huntington National Bank 0.01% Add +2.5% 11,342 $930K
Monetary Management Group Inc. 0.22% Add +4.6% 11,310 $927K
Telos Capital Management, Inc. 0.09% Add +6.2% 11,275 $924K
Allworth Financial LP 0.00% Add +9.2% 11,180 $917K
Keebeck Wealth Management 0.10% No change 11,178 $916K
South Shore Capital Advisors 0.67% Reduce -1.9% 11,155 $914K
Waldron Private Wealth LLC 0.04% No change 11,059 $907K
Gradient Capital Advisors, LLC 0.23% Add +0.0% 11,055 $906K
Asset Allocation Strategies LLC 0.16% Add +40.7% 11,043 $905K
International Assets Investment Management, LLC 0.06% Reduce -1.0% 11,099 $904K
Richard W. Paul & Associates, LLC 0.30% Reduce -3.5% 10,968 $899K
Mgo One Seven LLC 0.02% Add +11.8% 10,900 $894K
GenTrust, LLC 0.04% New 10,863 $891K
Burford Brothers, Inc. 0.36% Reduce -11.4% 10,838 $888K
PW Nova Financial Services LLC 0.24% New 10,790 $885K
Fulcrum Equity Management 0.86% New 10,783 $884K
Entelevest, LLC 0.91% Reduce -47.8% 10,756 $882K
Spreng Capital Management, Inc. 0.42% Reduce -3.3% 10,750 $881K
ARS Investment Partners, LLC 0.05% Reduce -19.4% 10,660 $874K
Arax Advisory Partners 0.02% Add +196.9% 10,644 $873K
First Manhattan Co. Llc. 0.00% No change 10,559 $866K
MTM Investment Management, LLC 0.27% Add +0.0% 10,483 $859K
Parallel Advisors, LLC 0.02% Add +248.8% 10,454 $857K
Ascentis Independent Advisors 0.06% Add +38.5% 10,413 $854K
Sovran Advisors, LLC 0.07% Reduce -6.6% 10,090 $851K
Alterna Wealth Management, Inc. 0.64% Add +36.8% 10,376 $851K
Rehmann Capital Advisory Group 0.04% Add +42.5% 10,363 $850K
Jackson, Grant Investment Advisers, Inc. 0.28% Reduce -3.1% 10,329 $847K
Bangor Savings Bank 0.07% Reduce -1.7% 10,313 $845K
Timothy G. Youngquist 2020 Irrevocable Trust 0.41% New 10,306 $845K
Oakmont Advisory Group, LLC 0.86% Add +1.7% 10,276 $842K
Bokf, NA 0.01% Reduce -1.0% 10,191 $835K
Financial Engines Advisors L.L.C. 0.00% Add +0.7% 10,145 $832K
Lanark Financial, Inc. 0.06% Reduce -28.1% 10,111 $829K
Runnymede Capital Advisors, Inc. 0.70% New 10,000 $820K
Parkside Investments, LLC 0.10% Reduce -50.0% 10,000 $820K
K.J. Harrison & Partners Inc 0.14% New 10,000 $820K
Outlook Wealth Advisors, LLC 0.20% New 9,982 $818K
Personal Cfo Solutions, LLC 0.11% New 9,848 $807K
Capital Management Associates, Inc 0.18% Add +23.9% 9,784 $802K
Hengehold Capital Management LLC 0.07% Reduce -4.5% 9,772 $801K
Jacobs Equity LLC 0.71% Reduce -6.9% 9,732 $798K
Level Four Advisory Services, LLC 0.03% Add +5.7% 9,704 $796K
Capital Advisors, Ltd. LLC 0.09% Add +0.1% 9,690 $794K
Clark Capital Management Group, Inc. 0.00% New 9,670 $793K
Ameritas Advisory Services, LLC 0.03% Add +1.3% 9,650 $791K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -16.0% 9,542 $782K
Wealthspire Advisors, LLC 0.01% Add +11.3% 9,448 $775K
Gateway Wealth Partners, LLC 0.03% Add +143.7% 9,433 $773K
Gallagher Capital Advisors, LLC 0.52% Add +15.2% 9,110 $769K
Keystone Financial Group 0.05% Reduce -6.8% 9,363 $768K
Evanson Asset Management, LLC 0.04% Reduce -3.4% 9,342 $766K
Stronghold Wealth Management L.L.C. 1.16% Add +0.2% 9,338 $766K
Coldstream Capital Management Inc. 0.01% Add +117.6% 7,832 $758K
Matthew Goff Investment Advisor, LLC 0.13% Add +33.5% 9,203 $754K
Prospera Financial Services Inc 0.01% Add +23.9% 9,170 $752K
High Point Wealth Management, LLC 0.74% Reduce -7.8% 9,133 $749K
Gallacher Capital Management LLC 0.29% Reduce -44.0% 9,116 $747K
Bessemer Group Inc. 0.00% Add +7.5% 9,096 $746K
IFP Advisors, Inc 0.02% Add +2.5% 9,092 $745K
Exit Wealth Advisors, LLC. 0.38% Add +29.2% 9,080 $744K
Syon Capital LLC 0.04% Add +3.8% 9,070 $744K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -6.3% 9,062 $743K
WESPAC Advisors, LLC 0.41% Add +75.1% 9,061 $743K
Mathes Company, Inc. 0.27% No change 9,050 $742K
Thoroughbred Financial Services, LLC 0.04% No change 9,036 $740K
Audent Global Asset Management, LLC 0.74% Reduce -57.3% 9,000 $738K
Cascade Financial Partners, LLC 0.08% No change 9,000 $738K
Larson Financial Group LLC 0.02% Add +28.1% 8,940 $733K
Hilltop Holdings Inc. 0.07% Reduce -60.2% 8,919 $731K
TD Waterhouse Canada Inc. 0.00% Reduce -34.0% 8,969 $731K
Measured Risk Portfolios, Inc. 0.80% Reduce -1.0% 8,900 $730K
Intrepid Financial Planning Group LLC 0.29% Reduce -3.6% 8,892 $729K
WJ Financial Advisors LLC 0.58% Reduce -1.6% 8,796 $721K
Greenline Partners, LLC 0.08% No change 8,756 $718K
Investment Advisory Group, LLC 0.18% Reduce -3.0% 8,672 $711K
Wedbush Securities Inc. 0.02% Reduce -3.1% 8,585 $704K
McGuire Investment Group, LLC 0.08% Add +0.6% 8,536 $700K
Bricktown Capital, LLC 0.14% No change 8,508 $697K
Plimoth Trust Co. LLC 0.16% Reduce -7.4% 8,498 $697K
Loudon Investment Management, LLC 0.37% New 8,472 $695K
Hills Bank & Trust Co 0.03% Add +107.4% 8,455 $693K
Fiduciary Trust Co 0.01% No change 8,434 $691K
Stratos Wealth Advisors, LLC 0.04% Add +2.7% 8,382 $687K
Vaughan David Investments LLC 0.01% Reduce -14.9% 8,146 $668K
JFS Wealth Advisors, LLC 0.04% Reduce -2.5% 8,136 $667K
SCS Capital Management LLC 0.01% Reduce -6.5% 8,088 $663K
OpenArc Corporate Advisory, LLC 0.01% Add +2.4% 8,026 $658K
MKT Advisors LLC 0.22% Reduce -0.1% 8,093 $658K
Gsa Capital Partners LLP 0.04% Reduce -33.6% 7,972 $654K
Ark Wealth Advisors LLC 0.65% Reduce -26.4% 7,960 $653K
Jane Street Group, LLC 0.00% Add +56.7% 7,927 $650K
HSBC Holdings PLC 0.00% Reduce -1.4% 7,821 $641K
Live Oak Investment Partners 0.38% Add +3.3% 7,788 $638K
Roble, Belko & Company, Inc 0.08% Reduce -12.9% 7,775 $637K
Mma Asset Management LLC 0.22% Add +1.0% 7,756 $636K
Nova Wealth Management, Inc. 0.41% Reduce -6.8% 7,708 $632K
One Charles Private Wealth Services, LLC 0.16% Reduce -2.0% 7,708 $632K
Cornerstone Wealth Management, LLC 0.03% Reduce -4.8% 7,694 $631K
Pinnacle Associates Ltd. 0.01% Reduce -11.0% 7,681 $630K
4WEALTH Advisors, Inc. 0.54% Add +5.6% 7,666 $628K
Kornitzer Capital Management Inc. 0.01% Add +45.0% 7,650 $627K
Narwhal Capital Management 0.05% No change 7,580 $621K
NBT Bank, N.A. 0.04% Reduce -1.1% 7,569 $620K
Carret Asset Management, LLC 0.06% Add +31.8% 7,510 $616K
Roberts Wealth Advisors, LLC 0.16% Reduce -0.7% 7,454 $611K
McGuire Capital Advisors Inc. 0.39% Add +9.5% 7,430 $609K
Acropolis Investment Management, LLC 0.03% Reduce -9.6% 7,420 $608K
SMI Advisory Services, LLC 0.10% New 7,312 $604K
Centaurus Financial, Inc. 0.03% Reduce -7.5% 7,371 $604K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -27.4% 7,375 $604K
Fortis Advisors, LLC 0.30% New 7,342 $602K
Beacon Financial Advisory LLC 0.14% Add +0.1% 7,299 $598K
Brindle & Bay Financial Advisors, LLC 0.36% Add +76.8% 7,235 $593K
Wellington Management Group LLP 0.00% Reduce -57.4% 7,228 $593K
Perennial Investment Advisors, LLC 0.05% Add +46.6% 7,227 $592K
Avidian Wealth Enterprises, LLC 0.02% Add +0.8% 7,099 $582K
Empirical Asset Management, LLC 0.15% Add +0.8% 7,091 $581K
Endeavor Private Wealth, Inc. 0.17% Reduce -19.4% 7,086 $581K
Eagle Strategies LLC 0.07% Reduce -13.2% 7,081 $580K
Koshinski Asset Management, Inc. 0.04% Add +0.3% 7,062 $579K
Strategic Financial Concepts, LLC 0.14% New 7,045 $578K
Great Valley Advisor Group, Inc. 0.01% Reduce -14.4% 7,026 $576K
Managed Asset Portfolios, LLC 0.07% No change 7,014 $575K
Welch Group, LLC 0.02% Reduce -91.9% 6,993 $573K
Founders Grove Wealth Partners, LLC 0.13% Reduce -8.5% 6,983 $572K
Ally Invest Advisors Inc. 0.04% Add +1.3% 6,982 $572K
FLP Wealth Management, LLC 1.18% New 6,981 $572K
Sherman Asset Management, Inc. 0.52% No change 6,904 $566K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -10.2% 6,891 $565K
Csenge Advisory Group 0.03% Reduce -5.3% 6,887 $565K
Indivisible Partners 0.05% Add +0.0% 6,723 $551K
Shulman DeMeo Asset Management LLC 0.12% Reduce -0.0% 6,664 $546K
Betterment LLC 0.00% Add +3.0% 6,665 $546K
NewEdge Wealth, LLC 0.01% Add +86.7% 6,613 $542K
MBA Advisors LLC 0.21% Reduce -5.8% 6,533 $536K
Perigon Wealth Management, LLC 0.01% Add +0.2% 6,515 $534K
CHICAGO TRUST Co NA 0.09% No change 6,484 $532K
Mine & Arao Wealth Creation & Management, LLC. 0.22% Add +0.4% 6,470 $530K
Ameritas Investment Partners, Inc. 0.02% Add +0.2% 6,470 $530K
North Star Investment Management Corp. 0.03% Add +1.5% 6,425 $527K
Mirae Asset Global Investments Co., Ltd. 0.00% New 6,390 $524K
Trust Point Inc. 0.05% Add +14.9% 6,362 $522K
Constitution Capital LLC 0.26% Reduce -10.6% 6,329 $519K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -5.0% 6,307 $517K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.77% New 6,300 $516K
Investment Partners, LTD. 0.18% No change 6,300 $516K
Spinnaker Investment Group, LLC 0.10% Reduce -1.6% 6,273 $514K
Brighton Jones LLC 0.01% New 6,252 $513K
Fiduciary Alliance LLC 0.03% Reduce -1.0% 6,322 $512K
Platform Technology Partners 0.10% Reduce -18.6% 6,242 $512K
Wealthstar Advisors, LLC 0.30% Reduce -4.5% 6,204 $509K
First Citizens Financial Corp 0.24% Reduce -2.0% 6,195 $508K
Signet Financial Management, LLC 0.06% Reduce -77.8% 6,195 $508K
Allie Family Office LLC 0.22% Reduce -11.9% 6,189 $507K
Point Windward Advisors Inc. 0.26% Add +4.3% 6,139 $503K
CWA Asset Management Group, LLC 0.02% Reduce -0.3% 6,135 $503K
Lynx Investment Advisory 0.24% Add +1.1% 6,088 $499K
Florida Trust Wealth Management Co 0.01% No change 6,069 $498K
Integral Investment Advisors, Inc. 0.12% Add +0.0% 6,060 $497K
Byrne Financial Freedom, LLC 0.24% Reduce -3.6% 6,024 $494K
CVS HEALTH Corp 0.23% New 6,000 $492K
Bramshill Investments, LLC 0.04% New 6,000 $492K
Contravisory Investment Management, Inc. 0.10% Reduce -31.9% 5,936 $487K
Snowwater Investment Partners, LLC 0.46% No change 5,925 $486K
Keel Point, LLC 0.03% Add +0.1% 5,909 $484K
Legacies Wealth LLC 0.31% No change 5,882 $482K
City Center Advisors, LLC 0.44% New 5,861 $480K
KG Capital Management 0.34% Reduce -14.0% 5,844 $479K
Allen Investment Management, LLC 0.01% No change 5,813 $477K
Soltis Investment Advisors LLC 0.03% Reduce -15.3% 5,755 $472K
Orser Capital Management, LLC 0.31% No change 4,320 $471K
Surience Private Wealth LLC 0.50% New 5,722 $469K
Fjell Capital, LLC 0.36% Add +2.1% 5,715 $469K
Factory Mutual Insurance Co. 0.01% Reduce -98.3% 5,700 $467K
Quantbot Technologies LP 0.02% Reduce -86.4% 5,533 $454K
Smith, Moore & Co. 0.03% Add +7.9% 5,499 $451K
Financial Partners Group, Inc 0.05% Add +0.2% 5,497 $451K
Twin Peaks Wealth Advisors, LLC 0.11% Reduce -0.3% 5,488 $450K
Grantvest Financial Group LLC 0.28% Reduce -12.1% 5,330 $437K
LongView Wealth Management 0.11% Add +0.1% 5,347 $436K
Hyundai Investments Co., Ltd. 0.49% Add +22.3% 5,308 $435K
Rothschild Wealth LLC 0.04% Reduce -0.6% 5,301 $435K
VCI Wealth Management LLC 0.12% Add +54.8% 5,300 $434K
Creative Financial Designs Inc. 0.03% Reduce -6.8% 5,289 $434K
Cornerstone Wealth Group, LLC 0.03% Reduce -37.6% 5,227 $428K
CDKV Holdings LLC 0.37% Add +0.4% 5,207 $427K
Rockingstone Advisors LLC 0.20% Reduce -0.3% 5,186 $425K
Pacific Sun Financial Corp 0.20% Reduce -3.9% 5,150 $422K
Snowden Capital Advisors LLC 0.01% Reduce -1.6% 5,145 $422K
Vilga Financial Planning LLC 0.37% Add +0.8% 5,109 $419K
One Capital Management, LLC 0.01% Add +18.8% 5,100 $418K
Romano Brothers and Company 0.05% Reduce -6.0% 5,100 $418K
Evoke Wealth, LLC 0.01% Add +18.9% 5,095 $418K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -13.2% 5,090 $417K
Chicago Partners Investment Group LLC 0.01% Add +5.0% 5,079 $417K
Shufro Rose & Co. LLC 0.03% No change 5,085 $417K
Palumbo Wealth Management LLC 0.10% Reduce -25.2% 5,078 $416K
German American Bancorp, Inc. 0.04% Reduce -16.2% 5,065 $415K
Premier Private Wealth Management LLC 0.44% Reduce -3.8% 5,060 $415K
Optiver Holding B.V. 0.02% Add +50500.0% 5,060 $415K
Vident Advisory, LLC 0.00% Reduce -21.5% 5,051 $414K
Spirepoint Private Client, LLC 0.04% Reduce -2.0% 5,040 $413K
Phillips Wealth Planners LLC 0.31% Reduce -53.4% 4,941 $412K
NorthRock Partners, LLC 0.01% Add +1.5% 5,014 $411K
S&A Financial Services, Inc. 0.28% — 5,011 $411K
Portfolio Resources Advisor Group, Inc. 0.41% Add +0.4% 4,999 $410K
NFSG Corp 0.07% Add +212.2% 4,977 $408K
MSH Capital Advisors LLC 0.09% Reduce -2.2% 4,973 $408K
Klingman & Associates, LLC 0.02% Reduce -3.5% 4,947 $406K
Appleton Partners Inc. 0.03% Reduce -8.8% 4,938 $405K
Ring Mountain Capital, LLC 0.22% Reduce -6.1% 4,924 $404K
Apollon Wealth Management, LLC 0.01% Add +6.7% 4,891 $401K
Capital Advisors Inc. 0.01% No change 4,884 $400K
Signature Estate & Investment Advisors LLC 0.01% Reduce -9.7% 4,869 $399K
SL Advisors, LLC 0.67% Add +0.0% 4,860 $398K
Ascent Group, LLC 0.01% Reduce -30.5% 4,857 $398K
Thompson Davis & Co., Inc. 0.27% Reduce -10.1% 4,849 $398K
Elevation Advisory Partners LLC 0.37% — 4,776 $397K
Israel Discount Bank of New York 0.87% Reduce -11.4% 4,821 $395K
MLP3, LLC 0.44% Reduce -15.6% 4,802 $394K
Occidental Asset Management, LLC 0.05% Reduce -37.8% 4,775 $391K
Stock Yards Bank & Trust Co. 0.01% Add +29.0% 4,759 $390K
Lodestone Wealth Management LLC 0.15% Add +9.9% 4,755 $390K
Certified Advisory Corp 0.03% Add +3.7% 4,749 $389K
Trust Co. of Oklahoma 0.11% Add +46.8% 4,732 $388K
Bailard, Inc. 0.01% Reduce -19.1% 4,727 $388K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 4,721 $387K
Swmg, LLC 0.11% Add +3.0% 4,711 $386K
Empower Advisory Group, LLC 0.00% New 4,625 $379K
Man Group plc 0.00% New 4,625 $379K
SBI Securities Co., Ltd. 0.01% Add +17.3% 4,621 $379K
Paragon Financial Partners, Inc. 0.21% Add +0.4% 4,644 $378K
Moneta Group Investment Advisors LLC 0.00% Add +1.1% 4,598 $377K
Axim Planning & Wealth 0.46% Reduce -18.7% 4,584 $376K
Fortis Group Advisors, LLC 0.06% Reduce -57.5% 4,452 $375K
First National Trust Co 0.01% Reduce -13.3% 4,554 $373K
Mission Wealth Management, LP 0.01% Reduce -17.5% 4,544 $373K
Quadcap Wealth Management, LLC 0.04% Reduce -0.2% 4,532 $372K
Blue Chip Partners, LLC 0.03% Reduce -53.6% 4,502 $369K
Ingalls & Snyder LLC 0.01% Reduce -6.6% 4,505 $369K
D.B. Root & Company, LLC 0.09% Reduce -30.6% 4,492 $368K
Balboa Wealth Partners 0.06% Add +4.5% 4,467 $366K
First Nebraska Trust Co 0.03% No change 4,459 $366K
AdvisorNet Financial, Inc 0.02% Add +29.2% 4,444 $364K
Clear Creek Financial Management, LLC 0.03% Reduce -14.1% 4,416 $362K
Quadrant Private Wealth Management, LLC 0.06% Reduce -1.3% 4,415 $362K
Orion Porfolio Solutions, LLC 0.00% Reduce -65.0% 4,412 $362K
United Advisor Group, LLC 0.04% Add +5.8% 4,392 $360K
Journey Strategic Wealth LLC 0.01% Add +4.9% 4,378 $359K
Hopwood Financial Services, Inc. 0.24% No change 4,367 $358K
Buck Wealth Strategies, LLC 0.04% Reduce -7.4% 4,337 $356K
Rwa Wealth Partners, LLC 0.00% Reduce -4.0% 4,320 $354K
F/m Investments LLC 0.02% Add +14.0% 4,316 $354K
Potentia Wealth 0.14% No change 4,307 $353K
Heritage Oak Wealth Advisors LLC 0.11% New 4,285 $351K
Northstar Financial Companies, Inc. 0.28% Reduce -8.1% 4,284 $351K
Flputnam Investment Management Co. 0.01% Reduce -33.6% 4,235 $347K
Whitener Capital Management, Inc. 0.08% Reduce -5.7% 4,198 $344K
Miramontes Capital, LLC 0.12% Reduce -8.7% 4,178 $343K
Murphy & Mullick Capital Management Corp 0.25% Add +20.2% 4,171 $342K
Capital Square, LLC 0.16% Add +38.4% 4,100 $341K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -1.9% 4,121 $338K
Acorns Advisers, LLC 0.00% Add +18.7% 4,111 $337K
Milestone Asset Management, LLC 0.06% Reduce -0.2% 4,095 $336K
1ST Source Bank 0.02% New 4,081 $335K
M.E. Allison & Co., Inc. 0.22% Add +2.4% 4,080 $334K
Tolleson Wealth Management, Inc. 0.05% No change 4,053 $332K
Kiley Juergens Wealth Management, LLC 0.06% New 4,050 $332K
Peoples Bank 0.33% No change 4,046 $332K
Wealth Effects LLC 0.12% Add +5.1% 4,045 $332K
Cypress Wealth Services, LLC 0.05% Add +0.1% 4,012 $329K
LFA - Lugano Financial Advisors SA 0.17% No change 4,000 $328K
Whalerock Point Partners, LLC 0.07% No change 4,000 $328K
Roehl & Yi Investment Advisors, LLC 0.12% No change 3,984 $327K
Lynch & Associates 0.06% No change 3,982 $326K
SOA Wealth Advisors, LLC. 0.06% Add +0.6% 3,964 $325K
Accel Wealth Management 0.08% Add +4.0% 3,951 $324K
First National Bank of Hutchinson 0.21% Reduce -36.3% 3,937 $323K
Howe & Rusling Inc. 0.02% Add +9.6% 3,936 $323K
JB Capital LLC 0.01% Reduce -16.0% 3,919 $321K
Argent Trust Co 0.01% Reduce -5.8% 3,915 $321K
Fairview Capital Investment Management, LLC 0.02% New 3,900 $320K
Regions Financial Corp. 0.00% Add +3.7% 3,888 $319K
Aptus Capital Advisors, LLC 0.00% Reduce -7.1% 3,886 $319K
Gerald Baker Financial Group LLC 0.10% — 3,875 $318K
Mainstream Capital Management LLC 0.21% No change 3,851 $316K
Glen Eagle Advisors, LLC 0.04% No change 3,839 $315K
VSM Wealth Advisory, LLC 0.09% Add +5.6% 3,830 $314K
Private Trust Co. NA 0.03% Reduce -6.9% 3,826 $314K
YHB Investment Advisors, Inc. 0.02% Reduce -0.4% 3,826 $314K
Visionary Wealth Advisors 0.01% Reduce -0.9% 3,825 $314K
HT Partners LLC 0.09% No change 3,824 $313K
Strait & Sound Wealth Management LLC 0.12% New 3,820 $313K
AlphaStar Capital Management, LLC 0.02% New 3,810 $312K
Tannin Capital LLC 0.23% Reduce -27.9% 3,808 $312K
Simon Quick Advisors, LLC 0.01% Add +18.1% 3,801 $312K
Leo Wealth, LLC 0.02% Add +10.7% 3,766 $309K
Elm Partners Management LLC 0.01% Add +1.6% 3,758 $308K
Smith Salley Wealth Management 0.02% Reduce -0.7% 3,743 $307K
Canton Hathaway, LLC 0.06% Add +1212.3% 3,740 $307K
Brown Advisory Inc. 0.00% Reduce -14.0% 3,733 $306K
Costello Asset Management, INC 0.11% Reduce -6.7% 3,727 $306K
Geneos Wealth Management Inc. 0.01% Reduce -9.4% 3,717 $305K
Plan Group Financial, LLC 0.07% Add +1.6% 3,667 $301K
MBE Wealth Management, LLC 0.12% New 3,665 $300K
GFS Advisors, LLC 0.02% Reduce -3.2% 3,660 $300K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Reduce -9.9% 3,622 $297K
Kingswood Wealth Advisors, LLC 0.01% Reduce -29.9% 3,596 $295K
Meridian Wealth Advisors, LLC 0.04% No change 3,580 $293K
St. Johns Investment Management Company, LLC 0.12% Add +0.1% 3,577 $293K
KKM Financial LLC 0.05% No change 3,739 $290K
Tyche Wealth Partners LLC 0.04% Add +0.9% 3,515 $288K
QRG Capital Management, Inc. 0.00% New 3,498 $287K
Guyasuta Investment Advisors Inc. 0.02% Add +6.5% 3,443 $282K
Ipsen Advisor Group LLC 0.20% Reduce -7.6% 3,435 $282K
Confluence Wealth Services, Inc. 0.01% Reduce -2.7% 3,434 $282K
Warner Financial, Inc. 0.10% No change 3,413 $280K
Joseph P. Lucia & Associates, LLC 0.10% No change 3,359 $275K
Montecito Bank & Trust 0.05% Reduce -7.4% 3,345 $274K
Modern Wealth Management, LLC 0.00% Reduce -0.1% 3,364 $274K
Castle Rock Wealth Management, LLC 0.06% Add +0.6% 3,325 $272K
Harvey Capital Management Inc. 0.06% No change 3,300 $271K
Gotham Asset Management 0.00% New 3,287 $269K
Auour Investments LLC 0.08% Add +8.9% 3,265 $268K
Southeast Asset Advisors, LLC 0.03% No change 3,250 $266K
Sagespring Wealth Partners, LLC 0.00% Reduce -0.4% 3,245 $266K
Seamount Financial Group Inc. 0.12% Reduce -17.8% 3,241 $266K
Key Client Fiduciary Advisors, LLC 0.09% Reduce -1.2% 3,240 $266K
University of Texas/Texas Am Investment Management Co. 0.04% Reduce -13.6% 3,237 $265K
Farmers National Bank 0.06% Reduce -7.9% 3,236 $265K
Interchange Capital Partners, LLC 0.08% Reduce -30.8% 3,236 $264K
VestGen Advisors, LLC 0.01% New 3,121 $264K
Ieq Capital, LLC 0.00% Add +2.0% 3,213 $263K
Canvas Wealth Advisors, LLC 0.04% Add +0.8% 3,210 $263K
Birchcreek Wealth Management, LLC 0.13% No change 3,209 $263K
One Day In July LLC 0.02% Add +1.6% 3,206 $263K
Strategic Blueprint, LLC 0.02% No change 3,170 $260K
Aua Capital Management, LLC 0.13% No change 3,169 $260K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 3,164 $259K
Tucker Asset Management LLC 0.08% Add +34.4% 3,164 $259K
Family Investment Center, Inc. 0.05% Reduce -0.1% 3,160 $259K
OneDigital Investment Advisors LLC 0.00% Add +7.1% 3,153 $258K
SeaCrest Wealth Management, LLC 0.03% Add +0.0% 3,135 $257K
Claro Advisors Inc. 0.03% New 3,118 $256K
Waystone Advisors LLC 0.23% Reduce -5.7% 3,107 $255K
Aurora Private Wealth, Inc. 0.18% Reduce -7.7% 3,115 $254K
Sava Infond d.o.o. 0.04% Reduce -11.4% 3,095 $254K
Chilton Capital Management LLC 0.01% Reduce -1.3% 3,091 $253K
Retirement Planning Co of New England, Inc. 0.10% Reduce -0.1% 3,068 $252K
Waterloo Capital, L.P. 0.02% Reduce -10.7% 3,065 $251K
Tempo Wealth, LLC 0.04% New 3,026 $248K
Chatterton & Associates Inc. 0.17% New 2,973 $248K
Cherry Tree Wealth Management, LLC 0.05% Add +27.5% 3,026 $248K
Sound Income Strategies, LLC 0.01% Reduce -1.4% 3,040 $248K
Rossby Financial, LCC 0.05% Add +26.7% 3,037 $247K
Vestor Capital, LLC 0.02% Reduce -49.5% 3,017 $247K
Hexagon Capital Partners LLC 0.04% New 3,010 $247K
Astra Wealth Partners LLC 0.16% Add +2.7% 3,003 $246K
Clear Retirement Advice LLC 0.19% No change 3,000 $246K
Brand Asset Management Group, Inc. 0.06% No change 3,000 $246K
Private Management Group Inc. 0.01% No change 3,000 $246K
Tacita Capital Inc 0.15% No change 3,000 $246K
Bradley Foster & Sargent Inc. 0.00% No change 2,986 $245K
Arrien Investments, Inc. 0.13% Reduce -2.5% 2,981 $244K
Arrow Financial Corp 0.02% No change 2,956 $242K
Hardy Reed LLC 0.02% No change 2,956 $242K
Savant Capital, LLC 0.00% New 2,948 $242K
WASHINGTON TRUST Co 0.01% Reduce -18.3% 2,948 $242K
Kagan Cocozza Asset Management 0.17% Reduce -23.9% 2,944 $241K
Balefire, LLC 0.05% Reduce -39.1% 2,935 $241K
Layline Advisors, LLC 0.27% — 2,934 $241K
Sharkey, Howes & Javer 0.03% No change 2,931 $240K
Destiny Wealth Partners, LLC 0.03% No change 2,926 $240K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -18.5% 2,922 $240K
WealthBridge Capital Management, LLC 0.06% Add +0.0% 2,920 $239K
Maltin Wealth Management, Inc. 0.09% Add +0.5% 2,917 $239K
Tocqueville Asset Management L.P. 0.00% Reduce -32.4% 2,905 $238K
Lyell Wealth Management, LP 0.02% No change 2,902 $238K
Fourpath Capital Management, LLC 0.03% New 2,858 $234K
Arkos Global Advisors 0.03% New 2,851 $234K
Dearborn Partners LLC 0.01% No change 2,839 $233K
Capstone Financial Advisors, Inc. 0.01% Reduce -1.6% 2,836 $233K
Bryn Mawr Trust Advisors, LLC 0.01% No change 2,819 $231K
BCS Wealth Management 0.05% Reduce -50.0% 2,807 $230K
Legacy Private Trust Co. 0.01% Reduce -5.1% 2,806 $230K
Odyssey Capital Advisors, Inc. 0.21% Add +0.3% 2,794 $229K
Stack Financial Management, Inc 0.02% Reduce -16.5% 2,793 $229K
Commonwealth Financial Services, LLC 0.04% Add +0.2% 2,775 $228K
Clearstead Advisors, LLC 0.00% Add +264.3% 2,769 $227K
BIP Wealth, LLC 0.01% New 2,753 $226K
Frisch Financial Group, Inc. 0.05% Reduce -2.1% 2,752 $226K
Joel Isaacson & Co., LLC 0.01% Reduce -7.2% 2,752 $226K
XY Planning Network, Inc. 0.04% Add +0.0% 2,765 $225K
Patton Albertson Miller Group, LLC 0.03% New 2,735 $224K
First Foundation Advisors 0.01% New 2,716 $223K
Raab & Moskowitz Asset Management LLC 0.05% Reduce -2.7% 2,701 $221K
Balanced Wealth Group LLC 0.08% Reduce -21.7% 2,701 $221K
Purewater Capital LLC 0.21% — 2,698 $221K
Dynamic Wealth Strategies, LLC 0.13% Add +93.0% 2,698 $221K
USA Financial Formulas 0.04% New 2,692 $221K
Institute for Wealth Management, LLC. 0.02% New 2,685 $220K
Friday Financial 0.07% No change 2,650 $217K
Capital CS Group, LLC 0.44% New 2,615 $214K
Burke & Herbert Bank & Trust Co. 0.06% No change 2,610 $214K
First National Bank of Omaha 0.01% Reduce -4.8% 2,605 $213K
BTG Pactual Asset Management US LLC 0.02% New 2,600 $213K
Summit Wealth Partners, LLC 0.03% New 2,586 $212K
LPWM LLC 0.05% New 2,548 $209K
Rede Wealth, LLC 0.08% New 2,546 $209K
Gallagher Fiduciary Advisors, LLC 0.01% New 2,532 $208K
Global View Capital Management LLC 0.06% Reduce -54.4% 2,532 $208K
Lifeworks Advisors, LLC 0.03% Reduce -25.8% 2,524 $207K
Petra Financial Advisors Inc. 0.13% New 2,512 $206K
Whittier Trust Co. 0.00% Reduce -60.2% 2,482 $205K
Y.D. More Investments Ltd 0.01% Reduce -1.2% 2,490 $203K
Americana Partners, LLC 0.01% New 2,479 $203K
Goelzer Investment Management, Inc. 0.01% Reduce -5.6% 2,477 $203K
Bulwark Capital Corp 0.12% No change 2,471 $203K
Cassaday & Co Wealth Management LLC 0.00% New 2,369 $194K
Dunhill Financial, LLC 0.05% Add +0.3% 2,362 $194K
Community Bank, N.A. 0.02% No change 2,315 $190K
Blue Trust, Inc. 0.00% Reduce -49.0% 2,306 $189K
Proffitt & Goodson Inc. 0.03% Reduce -2.4% 2,299 $188K
Nvwm, LLC 0.04% Add +3.8% 2,270 $186K
River Street Advisors LLC 0.06% Reduce -6.2% 2,245 $184K
Encompass More Asset Management 0.03% Reduce -82.0% 2,226 $183K
Triumph Capital Management 0.04% Reduce -96.4% 2,207 $181K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -5.6% 2,100 $172K
Bullock Wealth Management Group 0.08% Reduce -8.7% 2,017 $164K
Oxford Financial Group, LTD. LLC 0.01% Reduce -41.0% 1,980 $162K
Activest Wealth Management 0.03% Reduce -0.1% 1,926 $158K
TD Capital Management LLC 0.01% Add +0.1% 1,924 $158K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +137.4% 1,885 $155K
Turtle Creek Wealth Advisors, LLC 0.01% Reduce -77.0% 1,854 $152K
True Link Financial Advisors, LLC 0.01% New 1,854 $152K
Private Wealth Asset Management, LLC 0.02% Reduce -0.6% 1,817 $149K
SouthState Bank Corp 0.01% Add +1.4% 1,816 $149K
Angeles Wealth Management, LLC 0.01% Reduce -21.7% 1,801 $148K
Ancora Advisors LLC 0.00% No change 1,790 $147K
Financial Perspectives, Inc 0.04% No change 1,764 $145K
Tsfg, LLC 0.02% Reduce -0.2% 1,754 $144K
EPG Wealth Management LLC 0.04% Add +0.3% 1,756 $144K
Independence Bank of Kentucky 0.02% Reduce -2.0% 1,740 $143K
Caldwell Trust Co 0.01% Add +7.7% 1,735 $142K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,713 $140K
MassMutual Private Wealth & Trust, FSB 0.00% Add +112.5% 1,700 $139K
CVA Family Office, LLC 0.01% Add +0.4% 1,655 $136K
Adkins Seale Capital Management LLC 0.13% No change 1,635 $134K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.6% 1,628 $133K
Elevated Capital Advisors, LLC 0.03% No change 1,608 $132K
IAG Wealth Partners, LLC 0.01% Add +7.8% 1,603 $131K
Montag A & Associates Inc. 0.01% Reduce -79.7% 1,603 $131K
Anchor Investment Management, LLC 0.01% Add +1.7% 1,519 $125K
Frazier Financial Advisors, LLC 0.07% No change 1,470 $121K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -29.1% 1,450 $120K
Prestige Wealth Management Group LLC 0.02% Reduce -99.1% 1,440 $118K
City Holding Co. 0.01% Reduce -2.0% 1,432 $117K
Manchester Capital Management LLC 0.02% No change 1,400 $115K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% No change 1,383 $113K
Bank of New Hampshire 0.03% No change 1,375 $113K
First United Bank & Trust 0.04% Reduce -9.1% 1,347 $110K
Byrne Asset Management LLC 0.06% Reduce -9.1% 1,327 $109K
Morgan Dempsey Capital Management LLC 0.05% No change 1,307 $107K
Obsidian Cio, LLC 0.10% New 1,299 $107K
Russell Investments Group, Ltd. 0.00% Reduce -13.8% 1,298 $106K
Abound Wealth Management 0.02% Add +3.2% 1,291 $106K
WealthCollab, LLC 0.04% Reduce -17.0% 1,291 $106K
Signaturefd, LLC 0.00% Add +200.2% 1,288 $106K
Sachetta, LLC 0.06% No change 1,287 $105K
Caldwell Sutter Capital, Inc. 0.04% Add +0.4% 1,283 $105K
Corsicana & Co. 0.07% No change 1,275 $104K
Townsend Asset Management Corp. /NC/ 0.04% Add +1102.9% 1,251 $103K
Strive Financial Group ,LLC 0.05% Reduce -80.1% 1,240 $102K
UMB Bank, n.a. 0.00% Reduce -1.2% 1,239 $102K
Solstein Capital, LLC 0.04% Reduce -11.9% 1,231 $101K
Medallion Wealth Advisors, LLC 0.03% Add +33.2% 1,223 $100K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,207 $99K
Capital Investment Counsel, Inc 0.01% No change 1,200 $98K
HM Payson & Co. 0.00% No change 1,156 $95K
Asset Dedication, LLC 0.01% Add +6.6% 1,151 $94K
Bollard Group LLC 0.00% Add +0.3% 1,133 $93K
City State Bank 0.02% Reduce -21.1% 1,125 $92K
Colonial Trust Co / SC 0.01% No change 1,100 $90K
Cornerstone National Bank & Trust Co 0.03% New 1,092 $89K
Guardian Wealth Advisors, LLC / NC 0.01% New 1,075 $88K
Pinnacle Bancorp, Inc. 0.03% No change 1,069 $88K
IMA Advisory Services, Inc. 0.01% No change 1,058 $87K
Country Trust Bank 0.00% No change 1,023 $84K
Godfrey Financial Associates, Inc. 0.07% Add +2.5% 1,007 $83K
Advanced Asset Management Advisors Inc 0.02% No change 963 $79K
MCF Advisors LLC 0.00% Reduce -3.0% 953 $78K
Finley Financial, LLC 0.04% No change 945 $77K
SHP Wealth Management 0.01% Add +35.3% 940 $77K
Avalon Trust Co 0.01% No change 936 $77K
Rothschild Investment LLC 0.00% Add +0.4% 913 $75K
Washington Trust Advisors, Inc. 0.01% No change 892 $73K
TD Private Client Wealth LLC 0.00% Reduce -6.2% 889 $73K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 872 $71K
DHJJ Financial Advisors, Ltd. 0.02% Reduce -15.6% 852 $70K
Caitlin John, LLC 0.04% Reduce -26.5% 847 $69K
PlanVest Financial, Inc 0.05% — 836 $69K
Barnes Dennig Private Wealth Management LLC 0.07% Reduce -0.7% 806 $66K
Hazlett, Burt & Watson, Inc. 0.02% No change 809 $66K
Clayton Financial Group LLC 0.03% Reduce -4.1% 789 $65K
Paladin Advisory Group, LLC 0.05% No change 784 $64K
Strategic Wealth Partners, Ltd. 0.00% No change 768 $63K
Exchange Traded Concepts, LLC 0.00% Reduce -99.6% 766 $63K
Oakworth Capital, Inc. 0.00% No change 755 $62K
Missouri Trust & Investment Co 0.02% No change 741 $61K
Founders Financial Alliance, LLC 0.01% Add +66.4% 729 $60K
Heritage Wealth Advisors 0.00% No change 695 $57K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 690 $57K
WPG Advisers, LLC 0.04% No change 675 $55K
Duncker Streett & Co. Inc. 0.01% Add +75.3% 661 $54K
Banque Cantonale Vaudoise 0.00% No change 629 $52K
Financial Consulate, Inc. 0.01% Reduce -4.9% 603 $49K
Align Financial, LLC 0.03% Reduce -98.7% 578 $47K
Tower View Wealth Management LLC 0.02% Add +0.5% 567 $46K
Harbor Investment Advisory, LLC 0.00% Reduce -53.3% 555 $45K
Palouse Capital Management, Inc. 0.03% No change 548 $45K
Valley National Advisers Inc. 0.01% No change 545 $44K
Archer Investment Corp 0.01% Add +0.2% 532 $44K
Keating Financial Advisory Services, Inc. 0.01% Reduce -92.4% 522 $43K
Graney & King, LLC 0.02% Add +0.6% 522 $43K
Sunbelt Securities, Inc. 0.00% Reduce -15.3% 519 $43K
True Wealth Design, LLC 0.01% New 518 $42K
Adirondack Trust Co. 0.01% No change 515 $42K
Armor Investment Advisors, LLC 0.02% No change 513 $42K
Resources Management Corp. /CT/ 0.01% No change 510 $42K
Millstone Evans Group, LLC 0.02% No change 499 $41K
Realta Investment Advisors 0.01% No change 488 $40K
Ogorek Anthony Joseph /NY/ 0.01% No change 500 $40K
Pittenger & Anderson Inc. 0.00% No change 480 $39K
Davis Capital Management 0.03% No change 470 $39K
Nemes Rush Group LLC 0.00% Add +0.2% 465 $38K
Aventus Investment Advisors, Inc. 0.03% No change 457 $37K
Key Financial Inc 0.01% Add +12.5% 441 $36K
Horizon Bancorp Inc. 0.02% No change 445 $36K
Smartleaf Asset Management LLC 0.00% Reduce -34.3% 428 $35K
Founders Capital Management 0.02% Add +0.7% 427 $35K
Cordgrass Capital Advisors, LLC 0.01% Reduce -25.6% 424 $35K
United Community Bank 0.01% Reduce -37.8% 420 $34K
Mascoma Wealth Management LLC 0.01% No change 415 $34K
Piscataqua Savings Bank 0.02% No change 405 $33K
Pursuit Wealth Strategies, LLC 0.05% Add +0.5% 403 $33K
Pacific Center for Financial Services 0.01% Reduce -9.3% 398 $33K
Physician Wealth Advisors, Inc. 0.00% Add +0.5% 398 $33K
Flagship Wealth Advisors, LLC 0.01% Add +12.5% 395 $32K
Coston, McIsaac & Partners 0.01% Add +0.5% 372 $30K
Indiana Trust & Investment Management Co 0.01% No change 362 $30K
Crewe Advisors LLC 0.00% Reduce -14.1% 361 $30K
Farmers & Merchants Investments Inc. 0.00% No change 359 $29K
Ankerstar Wealth, LLC 0.03% No change 356 $29K
Cornerstone Planning Group LLC 0.00% Reduce -55.7% 344 $29K
Operose Advisors LLC 0.01% Reduce -2.5% 348 $29K
Pacifica Partners Inc. 0.01% No change 345 $28K
Valley Wealth Managers, Inc. 0.00% Reduce -41.3% 337 $28K
Phillips Financial Management, LLC 0.00% No change 330 $27K
WealthShield Partners, LLC 0.00% Add +3.1% 327 $27K
2UniFi Bank 0.01% No change 325 $27K
Bellevue Asset Management, LLC 0.01% No change 324 $27K
MidFirst Bank 0.00% No change 314 $26K
Toronto Dominion Bank 0.00% New 309 $25K
Ascentis Wealth Management, LLC 0.01% No change 305 $25K
Merrithew & Thorsten Inc 0.02% Add +0.7% 308 $25K
Rice Partnership, LLC 0.00% Reduce -29.6% 302 $25K
Biltmore Family Office, LLC 0.00% Reduce -59.1% 300 $25K
Evelyn Partners Investment Management Services Ltd 0.00% No change 300 $25K
Mather Group, Llc. 0.00% New 300 $25K
Strengthening Families & Communities, LLC 0.01% Add +0.3% 290 $24K
BankChampaign, National Association 0.02% New 288 $24K
Creative Capital Management Investments LLC 0.01% No change 283 $23K
Tradewinds Capital Management, LLC 0.00% No change 276 $23K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 272 $22K
BOK Financial Private Wealth, Inc. 0.00% No change 264 $22K
Greykasell Wealth Strategies, Inc. 0.01% Add +11.9% 263 $22K
Monetary Solutions, Ltd 0.02% No change 258 $21K
Capitol Family Office, Inc. 0.02% No change 269 $21K
Johnson Financial Group, Inc. 0.00% Add +198.8% 254 $21K
Vanguard National Trust Co 0.00% — 249 $20K
Community Financial Services Group, LLC 0.00% New 250 $20K
Anfield Capital Management, LLC 0.01% No change 246 $20K
Pioneer Family Office, LLC 0.01% Add +0.4% 241 $20K
Salem Investment Counselors Inc. 0.00% New 240 $20K
N.E.W. Advisory Services LLC 0.00% No change 233 $19K
Bernard Wealth Management Corp. 0.01% Reduce -1.7% 228 $19K
Wall Street Financial Group, Inc. 0.01% New 225 $18K
Sage Mountain Advisors LLC 0.00% No change 223 $18K
Westfuller Advisors, LLC 0.01% Add +0.9% 220 $18K
Virginia Estate & Retirement Planning Advisors Inc. 0.03% — 164 $18K
Peoples Financial Services Corp. 0.01% No change 216 $18K
Eukles Asset Management 0.01% Reduce -0.9% 212 $17K
Rialto Wealth Management, LLC 0.00% New 210 $17K
Richard Bernstein Advisors LLC 0.00% Reduce -100.0% 206 $17K
Southern Michigan Bank & Trust 0.01% — 200 $16K
Beacon Investment Advisory Services, Inc. 0.00% New 200 $16K
First Command Advisory Services, Inc. 0.00% No change 200 $16K
Old Second National Bank of Aurora 0.00% No change 196 $16K
Register Financial Advisors LLC 0.01% No change 195 $16K
Friedenthal Financial 0.01% No change 194 $16K
Brown Brothers Harriman & Co. 0.00% No change 192 $16K
Maseco LLP 0.00% No change 192 $16K
Delta Asset Management LLC 0.00% No change 191 $16K
Napier Financial, LLC 0.00% New 190 $16K
Signature Equity Partners, LLC 0.01% Reduce -4.1% 189 $16K
Woodard & Co. Asset Management Group Inc. 0.00% No change 188 $15K
POM Investment Strategies, LLC 0.02% No change 180 $15K
1 North Wealth Services LLC 0.01% Reduce -2.7% 180 $15K
Colonial Trust Advisors 0.00% No change 180 $15K
HHM Wealth Advisors, LLC 0.00% No change 179 $15K
Versant Capital Management, Inc 0.00% No change 175 $14K
Vermillion Wealth Management, Inc. 0.01% Reduce -31.5% 165 $14K
Imprint Wealth LLC 0.06% No change 159 $13K
Vision Financial Markets LLC 0.01% New 158 $13K
GAMMA Investing LLC 0.00% Reduce -46.4% 158 $13K
Tiaa Trust, National Association 0.00% Reduce -99.5% 149 $12K
Axiom Investment Management LLC 0.01% — 149 $12K
Game Plan Financial Advisors, LLC 0.01% No change 140 $11K
Synergy Investment Management, LLC 0.00% New 138 $11K
Root Financial Partners, LLC 0.00% Reduce -24.4% 136 $11K
Curio Wealth, LLC 0.00% Add +107.7% 135 $11K
Deutsche Bank AG 0.00% No change 135 $11K
First PREMIER Bank 0.00% No change 133 $11K
Edmond DE Rothschild Holding S.A. 0.00% No change 128 $10K
McIlrath & Eck, LLC 0.00% No change 124 $10K
Smithfield Trust Co 0.00% No change 117 $10K
Webster Bank, N. A. 0.00% No change 121 $10K
Financial Freedom, LLC 0.00% No change 118 $10K
Rakuten Securities, Inc. 0.00% Add +48.7% 113 $9K
Scarborough Advisors, LLC 0.00% Add +0.9% 111 $9K
Hickory Point Bank & Trust 0.01% New 107 $9K
Consultiva Wealth Management, Corp. 0.02% No change 100 $8K
Corient IA LP 0.01% New 100 $8K
Basso Capital Management, L.P. 0.01% No change 100 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 100 $8K
American National Bank & Trust 0.00% No change 99 $8K
Avion Wealth 0.00% No change 100 $8K
NorthAvenue LLC 0.01% No change 96 $8K
Richards, Merrill & Peterson, Inc. 0.00% No change 95 $8K
New Republic Capital, LLC 0.00% No change 95 $8K
Parkside Financial Bank & Trust 0.00% Reduce -87.8% 93 $8K
1015 Capital Partners, LLC 0.01% No change 90 $7K
Sankala Group LLC 0.01% No change 89 $7K
Hantz Financial Services, Inc. 0.00% Reduce -79.0% 83 $7K
Elevation Wealth Partners, LLC 0.00% No change 85 $7K
JDM Financial Group LLC 0.00% No change 84 $7K
Gold Investment Management Ltd. 0.00% No change 84 $7K
Signature Resources Capital Management, LLC 0.00% Reduce -76.5% 80 $7K
Hilton Head Capital Partners, LLC 0.00% No change 79 $6K
Gill Capital Partners, LLC 0.00% New 78 $6K
Evermay Wealth Management LLC 0.00% New 76 $6K
Winch Advisory Services, LLC 0.00% No change 73 $6K
Stone House Investment Management, LLC 0.00% New 69 $6K
First Community Trust NA 0.00% New 60 $5K
TIAA Wealth Investment Management LLC 0.00% — 56 $5K
Cardiff Park Advisors, LLC 0.00% New 55 $5K
Vision Retirement, LLC 0.00% New 54 $4K
Arvest Investments, Inc. 0.00% No change 51 $4K
Blume Capital Management, Inc. 0.00% New 50 $4K
Eastern Bank 0.00% New 46 $4K
Main Street Group, LTD 0.00% New 42 $3K
Investors Research Corp 0.00% Reduce -92.3% 38 $3K
CNB Bank 0.00% No change 37 $3K
Sawyer & Company, Inc 0.00% No change 37 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 41 $3K
Truvestments Capital LLC 0.00% No change 35 $3K
Olistico Wealth, LLC 0.00% No change 35 $3K
SJS Investment Consulting Inc. 0.00% No change 33 $3K
Capital Advisor Network LLC 0.00% — 31 $3K
Family Manage LLC 0.00% No change 29 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -65.4% 27 $2K
Richardson Capital Management LLC 0.00% No change 26 $2K
KERR FINANCIAL PLANNING Corp 0.00% New 24 $2K
Covestor Ltd 0.00% Add +2400.0% 25 $2K
Bayban 0.00% No change 23 $2K
Broadwater Capital Management LLC 0.00% No change 22 $2K
Bogart Wealth, LLC 0.00% No change 19 $2K
Copia Wealth Management 0.00% Reduce -20.0% 16 $1K
Princeton Global Asset Management LLC 0.00% No change 16 $1K
Minot DeBlois Advisors LLC 0.00% Reduce -57.1% 15 $1K
Tower Research Capital LLC (TRC) 0.00% New 14 $1K
Aventura Private Wealth, LLC 0.00% No change 13 $1K
Daiwa Securities Group Inc. 0.00% New 12 $984
Financial Gravity Asset Management, Inc. 0.00% New 10 $820
Cranbrook Wealth Management, LLC 0.00% No change 9 $742
FAS Wealth Partners, Inc. 0.00% New 7 $578
Kelleher Financial Advisors 0.00% No change 7 $567
Global Wealth Strategies & Associates 0.00% Reduce -99.2% 4 $328
Blue Bell Private Wealth Management, LLC 0.00% No change 1 $82
Holos Integrated Wealth LLC 0.00% New 1 $81
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.