SS Real Estate Select SectorXLREETF
13F holders, Q2 2024 (June 30)656holders −26
63new positions
85sold out
3famous investors
$38.42avg. 13F price*
At the end of Q2 2024, 656 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, down 26 from Q1 2024. 63 opened new positions and 85 sold out. The largest holders were Creative Planning ($1.1B), Bank of America Corp. ($734.0M) and Morgan Stanley ($222.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q2 2024)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $61.9M |
| Exits | 85 | $67.2M |
All 13F filers, Q1 2024 → Q2 2024: 13,249,502 shares bought and 7,996,850 shares sold, net +5,252,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 656 holders
| Creative Planning | 1.12% | Add +12.1% | 27,397,114 | $1.1B |
| Bank of America Corp. | 0.07% | Add +1.5% | 19,109,992 | $734.0M |
| Morgan Stanley | 0.02% | Add +11.3% | 5,778,692 | $222.0M |
| LPL Financial LLC | 0.06% | Reduce -14.2% | 3,137,833 | $120.5M |
| BNP Paribas Financial Markets | 0.13% | Add +57.7% | 2,992,338 | $114.9M |
| Cassaday & Co Wealth Management LLC | 3.56% | Add +3.1% | 2,947,879 | $113.2M |
| Harel Insurance Investments & Financial Services Ltd. | 2.11% | Add +0.1% | 2,920,762 | $112.2M |
| Migdal Insurance & Financial Holdings Ltd. | 1.59% | Add +77.2% | 2,480,790 | $95.3M |
| Phoenix Financial Ltd. | 1.40% | Reduce -4.2% | 2,384,204 | $91.6M |
| Wells Fargo & Company | 0.02% | Reduce -5.9% | 1,868,651 | $71.8M |
| Meitav Investment House Ltd. | 1.23% | Add +202.3% | 1,793,291 | $68.9M |
| Caisse de depot et placement du Quebec | 0.16% | No change | 1,744,700 | $67.0M |
| Ameriprise Financial Inc. | 0.01% | Add +6.5% | 1,146,800 | $44.0M |
| UBS Group AG | 0.01% | Add +5.8% | 1,069,348 | $41.1M |
| Baird Financial Group, Inc. | 0.08% | Add +2.8% | 1,034,756 | $39.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.2% | 988,672 | $38.0M |
| Alps Advisors Inc. | 0.22% | Add +8.9% | 832,031 | $32.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -2.5% | 742,652 | $28.5M |
| Advisory Alpha, LLC | 1.11% | Reduce -8.4% | 733,289 | $28.2M |
| Cetera Investment Advisers | 0.06% | Add +8.7% | 726,592 | $27.9M |
| Money Design Co.,Ltd. | 1.38% | Add +2.8% | 668,245 | $25.7M |
| Mariner, LLC | 0.05% | Add +1.8% | 661,629 | $25.4M |
| Factory Mutual Insurance Co. | 0.29% | No change | 659,000 | $25.3M |
| WCG Wealth Advisors LLC | 1.81% | Reduce -33.6% | 635,581 | $24.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.5% | 602,222 | $23.1M |
| Cornerstone Advisors, LLC | 0.92% | Add +221.4% | 588,900 | $22.6M |
| Auto-Owners Insurance Co | 0.59% | No change | 584,048 | $22.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.5% | 576,530 | $22.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 562,690 | $21.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 508,326 | $19.5M |
| Flagship Harbor Advisors, LLC | 1.17% | Add +5.7% | 506,335 | $19.4M |
| Dean, Jacobson Financial Services, LLC | 15.64% | Add +1.3% | 504,447 | $19.4M |
| Stadion Money Management, LLC | 1.55% | Reduce -21.1% | 491,785 | $18.9M |
| PGIM Custom Harvest LLC | 0.41% | Reduce -11.5% | 472,570 | $18.2M |
| Warwick Investment Management, Inc. | 4.16% | Add +111.7% | 462,940 | $17.8M |
| Waller Financial Planning Group, Inc. | 4.77% | Add +0.8% | 462,489 | $17.8M |
| Meiji Yasuda Life Insurance Co | 0.32% | Add +10.1% | 412,255 | $15.8M |
| WINTON GROUP Ltd | 0.97% | Reduce -26.1% | 375,458 | $14.4M |
| Country Trust Bank | 0.36% | Add +0.6% | 373,115 | $14.3M |
| Estate Counselors, LLC | 1.53% | Add +2553.8% | 363,035 | $13.9M |
| Jane Street Group, LLC | 0.01% | Add +117.8% | 347,895 | $13.4M |
| Albion Financial Group | 0.99% | Add +0.3% | 342,107 | $13.1M |
| Ameritas Advisory Services, LLC | 0.50% | Add +5.1% | 341,976 | $13.1M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +128.0% | 338,243 | $13.0M |
| MAI Capital Management | 0.13% | Add +2476.0% | 337,201 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +30.4% | 329,350 | $12.7M |
| Raymond James & Associates | 0.01% | Reduce -15.5% | 328,979 | $12.6M |
| Penserra Capital Management LLC | 0.16% | Reduce -3.6% | 328,617 | $12.6M |
| Amica Mutual Insurance Co. | 1.23% | No change | 322,894 | $12.4M |
| Citigroup Inc. | 0.01% | Add +35.5% | 322,641 | $12.4M |
| Kingsview Wealth Management, LLC | 0.29% | Add +0.8% | 316,572 | $12.2M |
| Stonebridge Capital Advisors LLC | 1.04% | Add +6.0% | 307,128 | $11.8M |
| American Financial Advisors, LLC | 1.68% | Add +3.5% | 306,566 | $11.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.05% | No change | 303,152 | $11.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.1% | 300,497 | $11.5M |
| Allworth Financial LP | 0.07% | Reduce -0.8% | 284,413 | $11.5M |
| Swan Global Investments, LLC | 0.57% | Reduce -11.1% | 298,006 | $11.4M |
| Trust Asset Management LLC | 0.95% | No change | 294,111 | $11.3M |
| Hudock, Inc. | 2.07% | Add +0.4% | 288,971 | $11.1M |
| Cullen Capital Management, LLC | 0.13% | Add +5288.2% | 285,250 | $11.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.9% | 278,800 | $10.7M |
| Ballentine Partners, LLC | 0.20% | Reduce -2.0% | 277,962 | $10.7M |
| Stifel Financial Corp. | 0.01% | Reduce -25.3% | 274,600 | $10.5M |
| Astor Investment Management LLC | 4.84% | Reduce -11.3% | 273,497 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.6% | 265,309 | $10.2M |
| Agf Management Ltd. | 0.06% | Reduce -2.7% | 260,652 | $10.0M |
| Cwm, LLC | 0.05% | Add +15.7% | 258,566 | $9.9M |
| Susquehanna International Group, LLP | 0.02% | Add +145.8% | 248,150 | $9.5M |
| Full Sail Capital, LLC | 0.57% | Add +1.4% | 219,986 | $8.4M |
| Dakota Wealth Management | 0.20% | Reduce -45.5% | 218,192 | $8.4M |
| Keybank National Association | 0.03% | Reduce -2.4% | 216,016 | $8.3M |
| Freestone Capital Holdings, LLC | 0.30% | Add +6.3% | 216,014 | $8.3M |
| Equitable Holdings, Inc. | 0.09% | Add +323.7% | 214,068 | $8.2M |
| Barclays PLC | 0.00% | Add +93.2% | 212,410 | $8.2M |
| Proffitt & Goodson Inc. | 1.43% | Reduce -0.2% | 211,215 | $8.1M |
| Janney Capital Management LLC | 0.56% | Reduce -52.2% | 206,141 | $7.9M |
| Capital Wealth Management, LLC | 3.47% | Add +15.2% | 197,330 | $7.6M |
| Brio Consultants, LLC | 1.21% | Add +2.3% | 191,384 | $7.4M |
| First Interstate Bank | 0.49% | Reduce -0.5% | 190,399 | $7.3M |
| Virtu Financial LLC | 0.51% | Add +86.4% | 189,874 | $7.3M |
| Olympus Wealth Management, LLC | 2.26% | Add +194.2% | 187,833 | $7.2M |
| Armstrong Advisory Group, Inc. | 0.63% | Reduce -6.5% | 186,356 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.4% | 183,486 | $7.0M |
| RFG Advisory, LLC | 0.22% | Add +9.5% | 178,234 | $6.8M |
| Regal Investment Advisors LLC | 0.45% | New | 177,857 | $6.8M |
| GTS Securities LLC | 0.14% | Add +22.5% | 173,472 | $6.7M |
| Lake Hills Wealth Management, LLC | 4.72% | Add +251.3% | 171,172 | $6.6M |
| Graypoint LLC | 0.45% | Add +5.5% | 170,593 | $6.6M |
| Foundations Investment Advisors, LLC | 0.15% | Add +13.7% | 166,000 | $6.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -5.0% | 165,154 | $6.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -20.5% | 163,356 | $6.3M |
| Pathstone Holdings, LLC | 0.03% | Add +0.1% | 162,712 | $6.2M |
| Corient Private Wealth LP | 0.01% | Reduce -4.7% | 153,747 | $5.9M |
| Chemung Canal Trust Co. | 1.11% | Reduce -0.1% | 149,938 | $5.8M |
| Certified Advisory Corp | 0.72% | Add +39.7% | 149,379 | $5.7M |
| RTD Financial Advisors, Inc. | 0.77% | Reduce -2.1% | 148,840 | $5.7M |
| Atria Investments, Inc | 0.07% | Reduce -19.1% | 144,033 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +3.4% | 139,158 | $5.3M |
| Choreo, LLC | 0.09% | Add +3.2% | 140,172 | $5.3M |
| First Merchants Corp. | 0.21% | Reduce -3.5% | 138,262 | $5.3M |
| Citadel Advisors | 0.01% | Add +43.4% | 133,893 | $5.1M |
| Financial Advocates Investment Management | 0.32% | Add +95.2% | 133,115 | $5.1M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -7.9% | 125,934 | $4.8M |
| Aspect Partners, LLC | 2.79% | Add +3.0% | 121,954 | $4.7M |
| Legacy Private Trust Co. | 0.32% | Add +1.6% | 118,875 | $4.6M |
| PSI Advisors, LLC | 1.43% | Reduce -6.7% | 117,746 | $4.5M |
| Ayalon Insurance Comp Ltd. | 1.47% | Reduce -3.1% | 116,233 | $4.5M |
| M&T Bank Corp | 0.02% | Reduce -1.6% | 115,944 | $4.5M |
| Spire Wealth Management | 0.15% | Reduce -3.2% | 113,454 | $4.4M |
| Foster & Motley Inc. | 0.30% | Reduce -3.7% | 113,080 | $4.3M |
| IHT Wealth Management, LLC | 0.16% | Add +38.8% | 110,893 | $4.3M |
| L & S Advisors Inc | 0.55% | New | 110,825 | $4.3M |
| Capital Investment Advisors, LLC | 0.10% | Reduce -88.3% | 110,612 | $4.2M |
| Clarity Financial LLC | 0.63% | New | 108,231 | $4.2M |
| Capital Insight Partners, LLC | 0.77% | Add +2.2% | 106,645 | $4.1M |
| Landmark Wealth Management, Inc. | 2.24% | New | 105,946 | $4.1M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.10% | No change | 104,758 | $4.0M |
| Rothschild Capital Partners, LLC | 1.14% | Add +0.7% | 103,710 | $4.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -6.1% | 103,655 | $4.0M |
| Western Wealth Management, LLC | 0.29% | Add +3.6% | 102,604 | $3.9M |
| Algorithmic Investment Models, LLC | 3.06% | Reduce -1.8% | 102,044 | $3.9M |
| Private Wealth Advisors, LLC | 1.66% | Add +2.7% | 99,869 | $3.8M |
| AE Wealth Management LLC | 0.04% | Add +18.1% | 98,901 | $3.8M |
| Quadrature Capital Ltd | 0.06% | New | 98,244 | $3.8M |
| Citizens Financial Group Inc. | 0.08% | Add +0.1% | 97,690 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -13.6% | 96,731 | $3.7M |
| Nelson Capital Management, LLC | 0.66% | Add +0.1% | 96,425 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -5.7% | 95,506 | $3.7M |
| OneDigital Investment Advisors LLC | 0.05% | New | 95,383 | $3.7M |
| New England Capital Financial Advisors LLC | 1.99% | Add +5.4% | 92,905 | $3.6M |
| Grant/GrossMendelsohn, LLC | 1.62% | New | 92,031 | $3.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +35.6% | 91,821 | $3.5M |
| Evergreen Capital Management LLC | 0.13% | Add +4.5% | 91,404 | $3.5M |
| Asset Allocation Strategies LLC | 1.18% | Reduce -3.0% | 91,288 | $3.5M |
| StrongBox Wealth, LLC | 1.62% | Add +3.0% | 89,512 | $3.4M |
| KCM Investment Advisors LLC | 0.12% | Reduce -6.3% | 89,482 | $3.4M |
| 1ST Source Bank | 0.20% | Reduce -2.3% | 87,040 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -7.3% | 79,483 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -7.3% | 79,483 | $3.1M |
| Palumbo Wealth Management LLC | 1.29% | Add +38.2% | 79,324 | $3.0M |
| Chesley Taft & Associates LLC | 0.15% | Reduce -7.1% | 79,270 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | — | 83,295 | $3.0M |
| Creative Financial Designs Inc. | 0.26% | Add +26.0% | 77,334 | $3.0M |
| Bricktown Capital, LLC | 0.60% | New | 77,103 | $3.0M |
| Northern Trust Corp. | 0.00% | Reduce -8.4% | 77,042 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.6% | 76,903 | $3.0M |
| Gratus Wealth Advisors, LLC | 0.51% | Reduce -0.8% | 72,557 | $2.9M |
| Forbes J M & Co. LLP | 0.30% | Reduce -0.6% | 76,050 | $2.9M |
| CAP Partners, LLC | 2.37% | Add +10.9% | 76,003 | $2.9M |
| JFS Wealth Advisors, LLC | 0.23% | Reduce -2.7% | 74,802 | $2.9M |
| Cardiff Park Advisors, LLC | 0.28% | No change | 74,591 | $2.9M |
| Vickerman Investment Advisors, Inc. | 0.92% | Reduce -3.8% | 74,489 | $2.9M |
| Arkansas Financial Group, Inc. | 0.50% | Add +24.0% | 73,341 | $2.8M |
| Prostatis Group LLC | 0.98% | New | 72,526 | $2.8M |
| Bar Harbor Wealth Management | 0.18% | Add +0.4% | 71,010 | $2.7M |
| GeoWealth Management, LLC | 0.12% | Reduce -56.0% | 69,962 | $2.7M |
| LDR Capital Management LLC | 3.20% | Reduce -18.4% | 68,840 | $2.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.06% | Reduce -1.4% | 68,575 | $2.6M |
| Paladin Advisory Group, LLC | 2.00% | Reduce -14.4% | 67,508 | $2.6M |
| Mutual Advisors, LLC | 0.08% | Add +45.9% | 60,898 | $2.5M |
| Atlanta Consulting Group Advisors, LLC | 0.54% | Add +58.5% | 64,838 | $2.5M |
| AlphaMark Advisors, LLC | 0.84% | Reduce -6.8% | 63,154 | $2.4M |
| NBT Bank, N.A. | 0.17% | Add +1.7% | 63,150 | $2.4M |
| Concentric Capital Strategies, LP | 0.15% | New | 62,385 | $2.4M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -58.6% | 62,035 | $2.4M |
| Old National Bancorp | 0.06% | Reduce -9.1% | 61,780 | $2.4M |
| Prentice Wealth Management LLC | 0.77% | Add +3.7% | 61,331 | $2.4M |
| Bailard, Inc. | 0.06% | Reduce -8.4% | 59,207 | $2.3M |
| Vicus Capital | 0.21% | New | 59,160 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -13.6% | 59,742 | $2.3M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -31.3% | 58,891 | $2.3M |
| Symmetry Investments LP | 0.28% | Reduce -64.2% | 58,800 | $2.3M |
| Stephens Inc. | 0.03% | Add +16.7% | 57,336 | $2.2M |
| WBH Advisory Inc. | 0.22% | Add +0.5% | 57,149 | $2.2M |
| Sound Income Strategies, LLC | 0.15% | Add +8.7% | 55,717 | $2.1M |
| Quantitative Investment Management, LLC | 0.23% | New | 55,396 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +1.2% | 55,170 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -23.3% | 54,343 | $2.1M |
| Pacific Center for Financial Services | 0.59% | Reduce -2.1% | 54,341 | $2.1M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.4% | 54,147 | $2.1M |
| Horizon Financial Services, LLC | 1.31% | Reduce -3.6% | 54,001 | $2.1M |
| Solano Wealth Management, Inc. | 1.13% | Add +0.9% | 53,810 | $2.1M |
| Cordatus Wealth Management LLC | 0.76% | Add +0.7% | 52,953 | $2.0M |
| Altura Wealth Advisors Inc. | 1.94% | Add +164.7% | 51,435 | $2.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +4.0% | 51,098 | $2.0M |
| Savant Capital, LLC | 0.02% | New | 50,862 | $2.0M |
| IMZ Advisory Inc | 0.97% | Reduce -19.0% | 50,470 | $1.9M |
| Trek Financial, LLC | 0.15% | Add +1.1% | 49,594 | $1.9M |
| Comerica Bank | 0.01% | Add +17.3% | 49,196 | $1.9M |
| Pinkerton Wealth, LLC | 0.29% | Add +9.1% | 48,924 | $1.9M |
| Pallas Capital Advisors LLC | 0.08% | Add +6.8% | 46,134 | $1.9M |
| Legacy Capital Group California, Inc. | 0.66% | Reduce -2.0% | 47,893 | $1.8M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -13.7% | 47,844 | $1.8M |
| Jacobi Capital Management LLC | 0.16% | Add +2.9% | 47,727 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -6.4% | 47,025 | $1.8M |
| TAP Consulting, LLC | 0.38% | Add +12.1% | 46,850 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -54.5% | 46,216 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -85.7% | 46,143 | $1.8M |
| Provident Co of the Employees of the Hebrew University LTD | 2.08% | No change | 45,578 | $1.8M |
| Avior Wealth Management, LLC | 0.08% | Reduce -73.5% | 45,450 | $1.7M |
| Advisory Services Network, LLC | 0.04% | Add +5.5% | 44,978 | $1.7M |
| Good Life Advisors, LLC | 0.14% | Add +8.8% | 44,917 | $1.7M |
| Premier Path Wealth Partners, LLC | 0.29% | Add +1.9% | 44,746 | $1.7M |
| Econ Financial Services Corp | 1.05% | New | 44,075 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.1% | 43,776 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +48.1% | 43,322 | $1.7M |
| Centennial Bank | 0.81% | Add +9.8% | 42,913 | $1.6M |
| Transcendent Capital Group LLC | 0.95% | New | 42,902 | $1.6M |
| Jefferies Financial Group Inc. | 0.03% | Add +700.1% | 42,856 | $1.6M |
| Redwood Financial Network Corp | 1.38% | Reduce -1.0% | 42,662 | $1.6M |
| HHM Wealth Advisors, LLC | 0.24% | Reduce -0.9% | 41,887 | $1.6M |
| Proquility Private Wealth Partners, LLC | 0.55% | Add +1.8% | 41,638 | $1.6M |
| Visionary Wealth Advisors | 0.10% | Add +92.0% | 41,379 | $1.6M |
| Tidal Investments LLC | 0.02% | New | 41,073 | $1.6M |
| Fifth Third Bancorp | 0.01% | Reduce -5.0% | 40,799 | $1.6M |
| Triumph Capital Management | 0.60% | Add +76.3% | 39,960 | $1.5M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +2.5% | 39,871 | $1.5M |
| Horizons Wealth Management | 1.17% | Reduce -2.9% | 36,306 | $1.5M |
| CX Institutional | 0.07% | Reduce -1.6% | 37,342 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.70% | Add +3.2% | 37,291 | $1.4M |
| LexAurum Advisors, LLC | 0.35% | Reduce -0.6% | 37,046 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Add +110.4% | 36,994 | $1.4M |
| Ignite Planners, LLC | 0.35% | Add +14.9% | 37,034 | $1.4M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -19.5% | 36,616 | $1.4M |
| Scott Capital Advisors, LLC | 0.41% | Add +3.7% | 36,579 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Add +5.8% | 35,735 | $1.4M |
| Pinnacle Financial Partners Inc | 0.03% | Add +37.9% | 35,432 | $1.4M |
| RPg Family Wealth Advisory, LLC | 0.44% | Add +5.4% | 35,091 | $1.3M |
| Beck Bode, LLC | 0.27% | Reduce -6.0% | 35,084 | $1.3M |
| Richard W. Paul & Associates, LLC | 0.52% | Add +18.9% | 34,826 | $1.3M |
| Innealta Capital, LLC | 0.43% | Reduce -53.6% | 34,040 | $1.3M |
| Callan Capital, LLC | 0.11% | Reduce -4.0% | 33,911 | $1.3M |
| US Bancorp \de | 0.00% | Add +2.3% | 33,207 | $1.3M |
| Ballast Advisors LLC | 0.39% | Add +6.7% | 32,218 | $1.2M |
| Zuckerman Investment Group, LLC | 0.14% | Add +5.9% | 32,122 | $1.2M |
| LYNX Capital Group Ltd. | 0.83% | No change | 31,300 | $1.2M |
| Cornerstone Planning Group LLC | 0.34% | Add +0.4% | 29,475 | $1.2M |
| Stillwater Capital Advisors, LLC | 0.17% | Add +2.8% | 31,047 | $1.2M |
| Foguth Wealth Management, LLC. | 0.52% | Add +119.7% | 30,712 | $1.2M |
| Simplex Trading, LLC | 0.04% | New | 29,490 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +4.4% | 28,991 | $1.1M |
| Trust Co. of Oklahoma | 0.38% | Reduce -3.7% | 28,385 | $1.1M |
| Trust Co | 0.14% | Add +1.3% | 28,131 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.5% | 28,307 | $1.1M |
| Pacific Sun Financial Corp | 0.63% | Reduce -1.3% | 27,934 | $1.1M |
| Zullo Investment Group, Inc. | 0.47% | Reduce -2.1% | 27,932 | $1.1M |
| Walleye Capital LLC | 0.01% | New | 27,700 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -69.2% | 27,566 | $1.1M |
| Modera Wealth Management, LLC | 0.02% | No change | 26,950 | $1.0M |
| Bleakley Financial Group, LLC | 0.03% | Add +0.4% | 26,763 | $1.0M |
| Simplicity Wealth,LLC | 0.02% | Add +0.4% | 26,763 | $1.0M |
| Winthrop Capital Management, LLC | 0.51% | Add +3.9% | 26,731 | $1.0M |
| Berger Financial Group, Inc | 0.08% | Reduce -56.1% | 26,098 | $1.0M |
| One Wealth Map LLC | 0.61% | Add +2.6% | 24,298 | $994K |
| Wealth Advisors of Tampa Bay, LLC | 0.46% | Reduce -66.7% | 25,738 | $989K |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -16.9% | 25,718 | $988K |
| Brookstone Capital Management | 0.02% | Add +46.4% | 23,926 | $979K |
| O'ROURKE & COMPANY, Inc | 0.54% | Add +11.9% | 24,750 | $951K |
| Headlands Technologies LLC | 0.10% | Add +156.7% | 24,734 | $950K |
| Private Trust Co. NA | 0.10% | Reduce -17.7% | 24,605 | $945K |
| First Trust Investment Solutions L.P. | 0.13% | Reduce -15.4% | 24,332 | $935K |
| Providence First Trust Co | 0.42% | No change | 24,238 | $931K |
| Associated Banc-Corp | 0.03% | Reduce -2.4% | 24,177 | $929K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -15.7% | 23,992 | $922K |
| Castle Wealth Management LLC | 0.44% | Reduce -20.1% | 23,828 | $915K |
| Country Club Bank | 0.06% | Reduce -45.7% | 24,013 | $915K |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -2.0% | 23,667 | $909K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -70.1% | 23,500 | $903K |
| Krilogy Financial LLC | 0.07% | Add +40.9% | 23,262 | $893K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +5.3% | 23,173 | $890K |
| Simmons Bank | 0.07% | Add +2.2% | 23,145 | $889K |
| BCS Wealth Management | 0.43% | Reduce -6.7% | 23,025 | $884K |
| Realta Investment Advisors | 0.17% | Add +257.8% | 22,669 | $871K |
| Ranch Capital Advisors Inc. | 0.45% | Reduce -1.1% | 22,591 | $868K |
| City Center Advisors, LLC | 1.01% | No change | 21,777 | $861K |
| Forefront Analytics, LLC | 0.41% | Reduce -7.9% | 22,212 | $853K |
| James Investment Research, Inc. | 0.10% | Reduce -0.4% | 22,112 | $849K |
| Principal Securities, Inc. | 0.02% | Add +8.1% | 22,109 | $849K |
| VCI Wealth Management LLC | 0.42% | New | 22,016 | $846K |
| Blair William & Co. | 0.00% | Reduce -53.3% | 21,939 | $843K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.2% | 21,701 | $834K |
| Institutional & Family Asset Management, LLC | 0.13% | Add +15.2% | 21,588 | $829K |
| Magnus Financial Group LLC | 0.09% | Reduce -1.1% | 21,230 | $815K |
| FIL Ltd | 0.00% | Add +1.7% | 20,962 | $805K |
| Peoples Bank | 0.62% | Reduce -5.2% | 20,812 | $799K |
| Fairway Wealth LLC | 0.47% | Add +1.1% | 20,763 | $798K |
| Jackson Hole Capital Partners, LLC | 0.17% | Reduce -0.3% | 20,581 | $791K |
| Dohj, LLC | 0.20% | Add +14.7% | 20,417 | $784K |
| Bank of Montreal | 0.00% | Add +76.4% | 20,253 | $779K |
| Meeder Advisory Services, Inc. | 0.05% | Add +17.2% | 20,195 | $776K |
| Zurich Insurance Group Ltd | 0.01% | Reduce -74.3% | 19,750 | $765K |
| Creekside Partners | 0.42% | — | 19,888 | $764K |
| Sheets Smith Wealth Management | 0.09% | Add +1.2% | 19,802 | $761K |
| Carret Asset Management, LLC | 0.09% | Reduce -0.2% | 19,778 | $760K |
| Fiduciary Group, LLC | 0.08% | Add +2.4% | 19,682 | $756K |
| Silvia McColl Wealth Management, LLC | 0.62% | Add +5.2% | 19,619 | $754K |
| Sigma Planning Corp | 0.02% | Reduce -18.4% | 19,614 | $753K |
| Sowell Financial Services LLC | 0.04% | Reduce -7.3% | 19,597 | $753K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -27.8% | 19,478 | $748K |
| Focus Financial Network, Inc. | 0.03% | Reduce -7.8% | 18,137 | $742K |
| Relative Value Partners Group, LLC | 0.10% | New | 19,192 | $737K |
| Lake Street Private Wealth, LLC | 0.10% | Reduce -0.4% | 19,192 | $737K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +4.3% | 19,160 | $736K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +22.0% | 19,052 | $732K |
| Waterway Wealth Management, LLC | 0.36% | Add +79.8% | 19,011 | $730K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -55.0% | 18,831 | $723K |
| Treynor Bancshares, Inc. | 0.76% | Reduce -2.7% | 18,811 | $723K |
| Personal Cfo Solutions, LLC | 0.11% | Reduce -1.8% | 18,809 | $722K |
| Martin & Co. Inc. | 0.18% | Reduce -0.4% | 18,648 | $716K |
| WESPAC Advisors SoCal, LLC | 0.18% | Add +73.2% | 18,605 | $715K |
| Urban Financial Advisory Corp | 0.43% | Add +6.0% | 18,349 | $705K |
| Blue Chip Partners, LLC | 0.07% | Add +16.2% | 18,320 | $704K |
| Empirical Asset Management, LLC | 0.26% | Reduce -47.1% | 18,302 | $703K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +46.2% | 18,267 | $702K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -0.7% | 18,250 | $701K |
| Tiaa Trust, National Association | 0.00% | Add +21.2% | 18,144 | $697K |
| Alliance Wealth Advisors, LLC | 0.43% | Add +3.4% | 17,965 | $690K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.1% | 17,854 | $686K |
| Orange Investment Advisors, Inc. | 0.09% | Reduce -5.2% | 16,948 | $675K |
| First National Trust Co | 0.03% | Reduce -7.5% | 17,535 | $674K |
| Cooksen Wealth, LLC | 0.68% | Add +7.4% | 17,516 | $673K |
| Prudential Financial Inc. | 0.00% | Reduce -11.1% | 17,503 | $672K |
| Diversify Advisory Services, LLC | 0.04% | Add +4.0% | 17,352 | $666K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.6% | 17,343 | $666K |
| Abbrea Capital, LLC | 0.09% | Add +18.8% | 17,306 | $665K |
| Boltwood Capital Management | 0.21% | Reduce -10.1% | 17,222 | $662K |
| Cascade Financial Partners, LLC | 0.09% | Add +19.7% | 16,905 | $649K |
| 1900 Wealth Management LLC | 0.06% | New | 16,492 | $633K |
| Quantinno Capital Management LP | 0.01% | Reduce -19.0% | 16,353 | $628K |
| Glenmede Trust Co. NA | 0.00% | Add +68.1% | 16,338 | $628K |
| Cowa, LLC | 0.33% | New | 16,162 | $621K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.07% | Reduce -96.2% | 16,000 | $615K |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | No change | 16,000 | $615K |
| Cornerstone National Bank & Trust Co | 0.30% | Add +4.0% | 16,008 | $615K |
| Talisman Wealth Advisors LLC | 0.70% | Add +1.9% | 15,717 | $604K |
| Founders Financial Securities LLC | 0.06% | Add +43.1% | 15,589 | $599K |
| JSF Financial, LLC | 0.18% | New | 15,538 | $597K |
| Colony Family Offices, LLC | 0.19% | No change | 15,507 | $596K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -16.3% | 15,332 | $589K |
| Triangle Securities Wealth Management | 0.16% | New | 14,985 | $576K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -9.5% | 14,914 | $573K |
| HBW Advisory Services LLC | 0.09% | Reduce -45.0% | 14,784 | $568K |
| Harbour Investment Management LLC | 0.26% | Reduce -2.8% | 14,775 | $568K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +52.0% | 14,710 | $565K |
| Kaizen Financial Strategies | 0.35% | Add +7.2% | 13,590 | $561K |
| Millennium Management | 0.00% | Reduce -95.5% | 14,588 | $560K |
| LongView Wealth Management | 0.20% | Reduce -2.2% | 14,299 | $549K |
| Weinberger Asset Management, Inc | 0.25% | Add +10.7% | 14,021 | $539K |
| Burford Brothers, Inc. | 0.31% | Add +12.8% | 14,001 | $538K |
| Birchcreek Wealth Management, LLC | 0.30% | Reduce -17.8% | 13,933 | $535K |
| Novare Capital Management LLC | 0.05% | Reduce -37.8% | 13,895 | $534K |
| Glass Jacobson Investment Advisors llc | 0.19% | Add +5.1% | 13,830 | $531K |
| Hirtle & Co., LLC | 0.03% | Reduce -0.1% | 13,787 | $530K |
| Bokf, NA | 0.01% | No change | 13,775 | $529K |
| Legacy Capital Wealth Partners, LLC | 0.13% | New | 13,698 | $526K |
| MontVue Capital Management, Inc. | 0.42% | Add +1.5% | 13,688 | $526K |
| RVW Wealth, LLC | 0.05% | Reduce -52.0% | 13,567 | $521K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.4% | 13,536 | $520K |
| Jones Financial Companies LLLP | 0.00% | Add +304.0% | 13,505 | $519K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +129.1% | 13,148 | $505K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 13,036 | $501K |
| CoreCap Advisors, LLC | 0.05% | Reduce -85.3% | 12,987 | $499K |
| Texas Yale Capital Corp. | 0.02% | No change | 12,884 | $495K |
| Hoylecohen, LLC | 0.04% | Add +1.4% | 12,874 | $494K |
| Natixis | 0.00% | Reduce -0.7% | 12,815 | $492K |
| Kessler Investment Group, LLC | 0.27% | Reduce -38.0% | 12,794 | $491K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -6.9% | 12,378 | $475K |
| Financial Freedom, LLC | 0.27% | Reduce -20.4% | 12,291 | $472K |
| Avitas Wealth Management LLC | 0.07% | Add +0.9% | 12,250 | $471K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -70.4% | 12,149 | $467K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -11.3% | 12,145 | $466K |
| Terra Nova Asset Management LLC | 0.37% | Add +0.1% | 12,078 | $464K |
| Susquehanna International Group Ltd. | 0.12% | New | 11,992 | $461K |
| Atticus Wealth Management, LLC | 0.15% | Add +4.2% | 11,925 | $458K |
| Orrstown Financial Services Inc. | 0.24% | Add +9.2% | 11,844 | $455K |
| Intergy Private Wealth, LLC | 0.19% | Reduce -16.0% | 11,764 | $452K |
| Monetary Management Group Inc. | 0.12% | Add +1.8% | 11,568 | $444K |
| CENTRAL TRUST Co | 0.01% | Reduce -24.9% | 11,541 | $443K |
| Compound Planning, Inc. | 0.03% | Add +12.1% | 11,509 | $442K |
| Householder Group Estate & Retirement Specialist, LLC | 0.12% | Add +5.2% | 11,487 | $441K |
| Two Sigma Securities, LLC | 0.02% | New | 11,465 | $440K |
| AMG National Trust Bank | 0.01% | Add +15.7% | 11,414 | $438K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +8.9% | 11,333 | $435K |
| Castle Rock Wealth Management, LLC | 0.11% | Reduce -1.4% | 11,290 | $429K |
| Retirement Planning Co of New England, Inc. | 0.23% | Add +12.4% | 11,164 | $429K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +14.1% | 11,163 | $429K |
| Conservest Capital Advisors, Inc. | 0.05% | No change | 10,841 | $429K |
| Integrated Advisors Network LLC | 0.02% | Reduce -15.9% | 11,141 | $428K |
| Sierra Summit Advisors LLC | 0.11% | Add +12.6% | 11,043 | $424K |
| Aveo Capital Partners, LLC | 0.05% | Add +4.0% | 10,993 | $422K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.5% | 10,976 | $422K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +22.1% | 10,941 | $420K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -13.7% | 10,902 | $419K |
| Mechanics Bank Trust Department | 0.06% | Add +31.3% | 10,669 | $410K |
| River Wealth Advisors LLC | 0.06% | Reduce -29.2% | 10,592 | $407K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -24.3% | 10,532 | $405K |
| Wealth Advisory Solutions, LLC | 0.11% | Add +7.5% | 10,507 | $404K |
| DAVENPORT & Co LLC | 0.00% | Add +6.0% | 10,484 | $403K |
| Pine Valley Investments Ltd Liability Co | 0.03% | New | 10,458 | $402K |
| Cranbrook Wealth Management, LLC | 0.10% | No change | 10,402 | $400K |
| Whittier Trust Co. | 0.01% | Add +0.4% | 10,372 | $398K |
| Lanark Financial, Inc. | 0.04% | Add +17.5% | 10,335 | $396K |
| Chesapeake Wealth Management | 0.14% | Add +7.8% | 10,186 | $391K |
| FMR LLC | 0.00% | Add +91.7% | 10,071 | $387K |
| Horizon Investments, LLC | 0.01% | Reduce -5.8% | 10,032 | $385K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -29.8% | 9,949 | $382K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -53.5% | 9,940 | $382K |
| Venturi Wealth Management, LLC | 0.02% | Add +26.4% | 9,872 | $379K |
| Perigon Wealth Management, LLC | 0.01% | Add +27.8% | 9,864 | $379K |
| Apexium Financial, LP | 0.03% | Reduce -1.7% | 9,538 | $366K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -41.5% | 9,505 | $365K |
| First United Bank & Trust | 0.13% | Reduce -8.7% | 9,317 | $358K |
| Global Retirement Partners, LLC | 0.01% | Reduce -65.4% | 9,301 | $357K |
| D.A. Davidson & Co. | 0.00% | Reduce -16.1% | 9,283 | $357K |
| Advisory Resource Group | 0.08% | Reduce -2.6% | 9,275 | $356K |
| Okabena Investment Services Inc. | 0.11% | No change | 9,116 | $350K |
| United Asset Strategies, Inc. | 0.03% | Reduce -9.8% | 9,021 | $346K |
| Buckingham Capital Management, Inc. | 0.04% | Add +8.4% | 9,000 | $346K |
| Wambolt & Associates, LLC | 0.10% | Add +5.3% | 9,067 | $345K |
| Flagstar Securities, Inc. | 0.09% | Add +27.1% | 8,884 | $341K |
| Independent Financial Group, LLC | 0.01% | Reduce -19.1% | 8,862 | $340K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +121.9% | 8,841 | $340K |
| 17 Capital Partners, LLC | 0.24% | Add +5.1% | 8,818 | $339K |
| Roberts Wealth Advisors, LLC | 0.12% | Reduce -3.4% | 8,810 | $338K |
| MGB Wealth Management, LLC | 0.13% | No change | 8,450 | $338K |
| Stockman Wealth Management, Inc. | 0.06% | No change | 8,710 | $335K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Reduce -1.3% | 8,707 | $334K |
| Montag A & Associates Inc. | 0.02% | Reduce -87.4% | 8,618 | $331K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | New | 8,579 | $330K |
| HSBC Holdings PLC | 0.00% | New | 8,548 | $328K |
| Conning Inc. | 0.01% | No change | 8,500 | $326K |
| First Hawaiian Bank | 0.01% | Reduce -6.1% | 8,500 | $326K |
| Raymond James Trust N.A. | 0.01% | Add +17.5% | 8,353 | $321K |
| Lido Advisors, LLC | 0.00% | New | 8,181 | $314K |
| Valmark Advisers, Inc. | 0.01% | Add +22.6% | 8,166 | $314K |
| KWB Wealth | 0.04% | No change | 7,917 | $313K |
| CW Advisors, LLC | 0.01% | No change | 8,128 | $312K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -10.4% | 8,119 | $312K |
| Caldwell Trust Co | 0.03% | Add +0.1% | 7,917 | $304K |
| Arlington Capital Management, Inc. | 0.26% | Reduce -0.6% | 7,886 | $303K |
| Spinnaker Trust | 0.02% | No change | 7,827 | $301K |
| Plimoth Trust Co. LLC | 0.08% | Reduce -11.6% | 7,770 | $298K |
| First National Bank of Hutchinson | 0.19% | No change | 7,736 | $297K |
| Rovin Capital /Ut/ | 0.12% | Reduce -0.6% | 7,688 | $295K |
| Ted Buchan & Co | 0.16% | New | 7,632 | $293K |
| Rooted Wealth Advisors, Inc. | 0.13% | Add +1.8% | 7,191 | $292K |
| Blue Fin Capital, Inc. | 0.06% | Add +8.6% | 7,581 | $291K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -37.8% | 7,551 | $290K |
| FineMark National Bank & Trust | 0.01% | No change | 7,519 | $289K |
| Avestar Capital, LLC | 0.03% | New | 7,070 | $272K |
| Seaview Investment Managers LLC | 0.08% | Add +12.7% | 7,063 | $271K |
| Modern Wealth Management, LLC | 0.02% | Add +0.0% | 7,002 | $269K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +5.8% | 6,888 | $265K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -2.0% | 6,803 | $261K |
| Sierra Capital LLC | 0.03% | Add +1.0% | 6,783 | $261K |
| Perennial Investment Advisors, LLC | 0.04% | New | 6,793 | $261K |
| Alpine Global Management, LLC | 0.05% | New | 6,753 | $259K |
| Tandem Wealth Advisors LLC | 0.14% | No change | 6,613 | $254K |
| Brighton Jones LLC | 0.01% | Reduce -15.2% | 6,594 | $253K |
| Centaurus Financial, Inc. | 0.02% | Reduce -27.0% | 6,584 | $253K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -12.7% | 6,442 | $247K |
| Whalerock Point Partners, LLC | 0.07% | Reduce -0.5% | 6,400 | $246K |
| Keebeck Wealth Management | 0.04% | Reduce -8.9% | 6,332 | $243K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -36.2% | 6,303 | $242K |
| Syntax Research, Inc. | 0.19% | Reduce -58.6% | 6,263 | $241K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 6,245 | $240K |
| Bragg Financial Advisors, Inc | 0.01% | Add +2.8% | 6,237 | $240K |
| Fourpath Capital Management, LLC | 0.18% | Add +1.4% | 6,159 | $237K |
| NovaPoint Capital, LLC | 0.08% | Add +0.3% | 6,139 | $236K |
| PFG Investments, LLC | 0.02% | Add +0.6% | 6,098 | $234K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -50.0% | 6,094 | $234K |
| Scotia Capital Inc. | 0.00% | Add +10.6% | 6,082 | $234K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -0.9% | 6,055 | $233K |
| Walleye Trading LLC | 0.00% | New | 5,985 | $230K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -26.0% | 5,980 | $230K |
| Barrett & Company, Inc. | 0.10% | No change | 5,956 | $229K |
| Madden Advisory Services, Inc. | 0.12% | No change | 5,928 | $228K |
| Community Trust & Investment Co. | 0.02% | Add +3.1% | 5,903 | $227K |
| Hardy Reed LLC | 0.02% | Reduce -41.6% | 5,847 | $225K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -6.7% | 5,845 | $225K |
| Private Portfolio Partners LLC | 0.18% | Reduce -44.2% | 5,820 | $224K |
| Donald L. Hagan, LLC | 0.12% | Reduce -54.6% | 5,815 | $223K |
| Insigneo Advisory Services, LLC | 0.02% | New | 5,403 | $220K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -73.1% | 5,650 | $217K |
| Larson Financial Group LLC | 0.01% | Add +28.3% | 5,643 | $217K |
| Point Windward Advisors Inc. | 0.09% | Add +5.1% | 5,558 | $213K |
| TFB Advisors LLC | 0.07% | No change | 5,549 | $213K |
| D L Carlson Investment Group Inc. | 0.04% | Reduce -0.3% | 5,548 | $213K |
| DRW Securities, LLC | 0.01% | Reduce -90.2% | 5,547 | $213K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -4.7% | 5,543 | $213K |
| Hilltop Holdings Inc. | 0.02% | New | 5,455 | $210K |
| Mgo One Seven LLC | 0.01% | Add +1.2% | 5,442 | $209K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +1.0% | 5,387 | $207K |
| Solstein Capital, LLC | 0.13% | Reduce -2.2% | 5,375 | $206K |
| Ally Invest Advisors Inc. | 0.02% | New | 5,372 | $206K |
| Financial Counselors Inc. | 0.00% | No change | 5,359 | $206K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 5,290 | $203K |
| Independence Bank of Kentucky | 0.05% | Reduce -4.3% | 5,279 | $203K |
| Verus Capital Partners, LLC | 0.02% | New | 5,238 | $201K |
| Second Line Capital, LLC | 0.06% | Reduce -28.5% | 5,208 | $200K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,778 | $184K |
| One River Asset Management, LLC | 0.10% | Add +109.0% | 4,762 | $183K |
| DT Investment Partners, LLC | 0.02% | Add +8.4% | 4,754 | $183K |
| Raleigh Capital Management Inc. | 0.08% | Add +2.5% | 4,699 | $180K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -1.8% | 4,386 | $168K |
| Concord Wealth Partners | 0.03% | Reduce -43.5% | 4,369 | $168K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -2.4% | 4,312 | $166K |
| Contravisory Investment Management, Inc. | 0.04% | Add +17.1% | 4,281 | $164K |
| Ancora Advisors LLC | 0.00% | No change | 3,950 | $152K |
| AdvisorNet Financial, Inc | 0.01% | Add +23.1% | 3,899 | $150K |
| IFP Advisors, Inc | 0.01% | Add +13.6% | 3,744 | $144K |
| Abound Wealth Management | 0.05% | Reduce -0.1% | 3,250 | $125K |
| Security National Bank | 0.02% | No change | 3,012 | $116K |
| American National Bank & Trust | 0.01% | Add +20.9% | 2,956 | $114K |
| Oakworth Capital, Inc. | 0.01% | New | 2,538 | $97K |
| Peoples Financial Services Corp. | 0.04% | No change | 2,510 | $96K |
| Mather Group, Llc. | 0.00% | Add +100.2% | 2,306 | $91K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -49.8% | 2,328 | $89K |
| Chilton Capital Management LLC | 0.00% | Add +7.3% | 2,215 | $85K |
| Tsfg, LLC | 0.02% | Reduce -9.2% | 2,155 | $83K |
| Tyler-Stone Wealth Management | 0.03% | No change | 2,134 | $82K |
| Front Row Advisors LLC | 0.03% | No change | 2,123 | $82K |
| Smithfield Trust Co | 0.00% | No change | 2,047 | $79K |
| Global Trust Asset Management, LLC | 0.03% | No change | 2,044 | $79K |
| WealthShield Partners, LLC | 0.01% | Add +0.3% | 2,012 | $77K |
| BlackRock Inc. | 0.00% | Reduce -99.6% | 1,910 | $73K |
| UMB Bank, n.a. | 0.00% | Reduce -17.0% | 1,904 | $73K |
| Hexagon Capital Partners LLC | 0.02% | Add +0.3% | 1,876 | $72K |
| POM Investment Strategies, LLC | 0.05% | No change | 1,772 | $68K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -87.8% | 1,730 | $66K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -4.8% | 1,605 | $62K |
| NorthRock Partners, LLC | 0.00% | Add +59.0% | 1,576 | $61K |
| Bangor Savings Bank | 0.01% | Reduce -61.3% | 1,442 | $55K |
| International Assets Investment Management, LLC | 0.01% | New | 1,397 | $54K |
| VitalStone Financial, LLC | 0.04% | New | 1,381 | $53K |
| Viewpoint Capital Management LLC | 0.03% | No change | 1,369 | $53K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,357 | $52K |
| Aspire Private Capital, LLC | 0.01% | Reduce -9.7% | 1,224 | $47K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -40.0% | 1,032 | $40K |
| Addison Advisors LLC | 0.01% | No change | 975 | $37K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 927 | $36K |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -38.8% | 886 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.0% | 865 | $33K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -26.4% | 794 | $30K |
| Evermay Wealth Management LLC | 0.00% | No change | 735 | $28K |
| Carmichael Hill & Associates, Inc. | 0.01% | Add +300.0% | 704 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 695 | $27K |
| Tortoise Investment Management, LLC | 0.00% | Add +0.6% | 694 | $27K |
| Assetmark, Inc. | 0.00% | Reduce -59.1% | 676 | $26K |
| Bollard Group LLC | 0.00% | Add +0.8% | 601 | $23K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 568 | $22K |
| Family Asset Management, LLC | 0.01% | New | 513 | $20K |
| MTM Investment Management, LLC | 0.01% | Reduce -57.7% | 505 | $19K |
| Franklin Resources Inc. | 0.00% | New | 487 | $19K |
| National Bank of Canada | 0.00% | Reduce -48.1% | 468 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -39.9% | 400 | $15K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.1% | 384 | $15K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -90.0% | 391 | $15K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 389 | $15K |
| New Millennium Group LLC | 0.01% | New | 388 | $15K |
| NFSG Corp | 0.01% | No change | 386 | $15K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 362 | $14K |
| Weaver Capital Management LLC | 0.00% | No change | 367 | $14K |
| Versant Capital Management, Inc | 0.00% | New | 329 | $13K |
| Deutsche Bank AG | 0.00% | No change | 325 | $12K |
| Bank of New Hampshire | 0.00% | No change | 300 | $12K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.0% | 298 | $11K |
| Tidemark, LLC | 0.01% | Reduce -81.6% | 290 | $11K |
| Rice Partnership, LLC | 0.00% | No change | 278 | $11K |
| Main Street Group, LTD | 0.00% | No change | 275 | $10K |
| Investors Research Corp | 0.00% | No change | 272 | $10K |
| Byrne Asset Management LLC | 0.01% | Reduce -5.5% | 260 | $10K |
| Legacies Wealth LLC | 0.01% | No change | 256 | $10K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 250 | $10K |
| Concorde Financial Corp | 0.01% | New | 250 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -66.8% | 249 | $10K |
| Archer Investment Corp | 0.00% | No change | 236 | $9K |
| New Republic Capital, LLC | 0.00% | New | 230 | $9K |
| Continuum Advisory, LLC | 0.00% | No change | 224 | $9K |
| Lynx Investment Advisory | 0.01% | — | 224 | $9K |
| Eukles Asset Management | 0.00% | Add +46.3% | 215 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 215 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -70.2% | 211 | $8K |
| Financial Perspectives, Inc | 0.00% | Reduce -52.8% | 199 | $8K |
| Nemes Rush Group LLC | 0.00% | New | 193 | $7K |
| Gradient Investments LLC | 0.00% | New | 189 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.1% | 185 | $7K |
| Bare Financial Services, Inc | 0.00% | No change | 169 | $7K |
| Pathway Financial Advisers, LLC | 0.00% | Add +1.1% | 179 | $7K |
| First Community Trust NA | 0.01% | No change | 178 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -65.0% | 176 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -51.8% | 175 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 170 | $7K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -70.0% | 163 | $6K |
| Avion Wealth | 0.00% | Add +0.6% | 179 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 155 | $6K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -19.7% | 155 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 145 | $6K |
| Global Financial Private Client, LLC | 0.00% | No change | 145 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 145 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 139 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 138 | $5K |
| Armor Investment Advisors, LLC | 0.00% | No change | 135 | $5K |
| Resources Management Corp. /CT/ | 0.00% | No change | 136 | $5K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 125 | $5K |
| Element Wealth, LLC | 0.00% | No change | 125 | $5K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 121 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 124 | $5K |
| Sandy Spring Bank | 0.00% | Reduce -53.3% | 121 | $5K |
| Scarborough Advisors, LLC | 0.00% | Add +0.9% | 110 | $4K |
| Activest Wealth Management | 0.00% | No change | 110 | $4K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -77.0% | 98 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +136.6% | 97 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 96 | $4K |
| Arax Advisory Partners | 0.00% | No change | 87 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | Add +112.8% | 83 | $3K |
| Park Place Capital Corp | 0.00% | No change | 83 | $3K |
| Breakwater Investment Management | 0.00% | No change | 82 | $3K |
| Your Advocates Ltd., LLP | 0.00% | New | 80 | $3K |
| PFS Partners, LLC | 0.00% | No change | 78 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 80 | $3K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 75 | $3K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 72 | $3K |
| Rakuten Securities, Inc. | 0.00% | Add +787.5% | 71 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -21.6% | 69 | $3K |
| REAP Financial Group, LLC | 0.00% | Reduce -2.9% | 68 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 67 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 66 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 65 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 62 | $2K |
| Northwest Capital Management Inc | 0.00% | Reduce -75.2% | 55 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 46 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 45 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 41 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 37 | $1K |
| Private Capital Management LLC | 0.00% | No change | 34 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 34 | $1K |
| Key Financial Inc | 0.00% | No change | 31 | $1K |
| Pacifica Partners Inc. | 0.00% | No change | 27 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 16 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 29 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 31 | $1K |
| Opal Wealth Advisors, LLC | 0.00% | New | 26 | $999 |
| McIlrath & Eck, LLC | 0.00% | No change | 22 | $845 |
| Signaturefd, LLC | 0.00% | No change | 22 | $845 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 18 | $691 |
| Davis Capital Management | 0.00% | No change | 18 | $685 |
| Bogart Wealth, LLC | 0.00% | Reduce -98.7% | 17 | $653 |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 16 | $615 |
| Balentine LLC | 0.00% | No change | 11 | $423 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $116 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $115 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 3 | $114 |
| Toronto Dominion Bank | 0.00% | New | 1 | $38 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $38 |
| Covestor Ltd | 0.00% | Reduce -16.7% | 5 | $0 |
"% of holder's portfolio" is XLRE's weight in each manager's 13F, not the share of SS Real Estate Select Sector the manager owns.