SS Real Estate Select SectorXLREETF
13F holders, Q3 2024 (September 30)743holders +87
138new positions
54sold out
4famous investors
$44.66avg. 13F price*
At the end of Q3 2024, 743 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 87 from Q2 2024. 138 opened new positions and 54 sold out. The largest holders were Creative Planning ($1.3B), Bank of America Corp. ($898.3M) and Morgan Stanley ($312.4M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q3 2024)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 138 | $512.3M |
| Exits | 54 | $128.2M |
All 13F filers, Q2 2024 → Q3 2024: 32,379,907 shares bought and 8,588,894 shares sold, net +23,791,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 743 holders
| Creative Planning | 1.29% | Add +6.4% | 29,147,305 | $1.3B |
| Bank of America Corp. | 0.08% | Add +5.2% | 20,109,145 | $898.3M |
| Morgan Stanley | 0.02% | Add +21.0% | 6,993,062 | $312.4M |
| Squarepoint Ops LLC | 0.73% | New | 4,950,000 | $221.1M |
| LPL Financial LLC | 0.09% | Add +38.3% | 4,338,265 | $193.8M |
| BNP Paribas Financial Markets | 0.17% | Add +29.0% | 3,860,168 | $172.4M |
| Cassaday & Co Wealth Management LLC | 3.77% | Add +1.4% | 2,989,025 | $133.5M |
| Harel Insurance Investments & Financial Services Ltd. | 2.26% | Add +0.3% | 2,928,797 | $130.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +158.7% | 2,557,749 | $114.3M |
| Meitav Investment House Ltd. | 1.87% | Add +39.0% | 2,493,291 | $111.4M |
| Phoenix Financial Ltd. | 1.59% | Add +1.0% | 2,408,404 | $107.6M |
| Raymond James & Associates | 0.04% | Add +384.4% | 1,593,455 | $71.2M |
| Wells Fargo & Company | 0.02% | Reduce -19.4% | 1,505,127 | $67.2M |
| Migdal Insurance & Financial Holdings Ltd. | 1.02% | Reduce -43.1% | 1,410,867 | $63.0M |
| Baird Financial Group, Inc. | 0.11% | Add +20.4% | 1,245,890 | $55.7M |
| Janney Montgomery Scott LLC | 0.15% | Add +1499.1% | 1,229,731 | $54.9M |
| UBS Group AG | 0.01% | Add +7.3% | 1,147,436 | $51.3M |
| Truist Financial Corp. | 0.08% | Add +2298.2% | 1,127,748 | $50.4M |
| WestEnd Advisors, LLC | 1.19% | New | 1,084,439 | $48.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.6% | 1,002,053 | $44.8M |
| CW Advisors, LLC | 0.56% | Add +11461.8% | 939,742 | $42.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +36.1% | 819,841 | $36.6M |
| Advisory Alpha, LLC | 1.28% | Add +10.0% | 806,679 | $36.0M |
| Alps Advisors Inc. | 0.24% | Reduce -4.8% | 792,275 | $35.4M |
| Cornerstone Advisors, LLC | 1.39% | Add +33.6% | 786,700 | $35.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +4.5% | 776,387 | $34.7M |
| JPMorgan Chase & Co. | 0.00% | Add +32.0% | 742,990 | $33.2M |
| Kingsview Wealth Management, LLC | 0.69% | Add +132.6% | 736,429 | $32.9M |
| Cetera Investment Advisers | 0.07% | Add +0.6% | 731,080 | $32.7M |
| Factory Mutual Insurance Co. | 0.30% | No change | 659,000 | $29.4M |
| Mariner, LLC | 0.05% | Reduce -3.2% | 640,373 | $28.6M |
| Money Design Co.,Ltd. | 1.42% | Reduce -4.7% | 636,688 | $28.4M |
| Royal Bank of Canada | 0.01% | Add +22.3% | 621,837 | $27.8M |
| PGIM Custom Harvest LLC | 0.56% | Add +30.4% | 616,087 | $27.5M |
| Millennium Management | 0.02% | Add +4103.2% | 613,166 | $27.4M |
| Susquehanna International Group, LLP | 0.05% | Add +140.5% | 596,697 | $26.7M |
| Auto-Owners Insurance Co | 0.64% | No change | 584,048 | $26.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -6.1% | 541,487 | $24.1M |
| Dean, Jacobson Financial Services, LLC | 16.72% | Reduce -1.2% | 498,578 | $22.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +45.3% | 478,420 | $21.4M |
| Warwick Investment Management, Inc. | 4.95% | Add +1.1% | 467,889 | $20.9M |
| Waller Financial Planning Group, Inc. | 5.16% | Add +0.8% | 466,098 | $20.8M |
| Stadion Money Management, LLC | 1.55% | Reduce -6.4% | 460,349 | $20.6M |
| Janney Capital Management LLC | 1.36% | Add +118.2% | 449,826 | $20.1M |
| Proffitt & Goodson Inc. | 3.20% | Add +106.7% | 436,547 | $19.5M |
| Meiji Yasuda Life Insurance Co | 0.35% | Add +4.1% | 429,157 | $19.2M |
| Country Trust Bank | 0.47% | Add +14.2% | 426,005 | $19.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.51% | Add +2458.1% | 409,300 | $18.3M |
| WCG Wealth Advisors LLC | 1.18% | Reduce -38.7% | 389,863 | $17.4M |
| Stifel Financial Corp. | 0.02% | Add +38.8% | 381,223 | $17.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.76% | Add +894.0% | 367,716 | $16.4M |
| Estate Counselors, LLC | 1.68% | Reduce -0.1% | 362,660 | $16.2M |
| Ameritas Advisory Services, LLC | 0.69% | Add +5.2% | 359,693 | $16.1M |
| Assetmark, Inc. | 0.05% | Add +52818.8% | 357,731 | $16.0M |
| Albion Financial Group | 1.08% | Add +2.3% | 349,816 | $15.6M |
| Victory Capital Management Inc. | 0.01% | New | 343,383 | $15.3M |
| Schroder Investment Management Group | 0.02% | New | 340,000 | $15.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +21.2% | 321,455 | $14.4M |
| Stonebridge Capital Advisors LLC | 1.15% | Add +2.6% | 315,158 | $14.1M |
| Amica Mutual Insurance Co. | 1.35% | Reduce -3.4% | 311,836 | $13.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.8% | 306,166 | $13.7M |
| MAI Capital Management | 0.13% | Reduce -9.3% | 305,943 | $13.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.12% | No change | 303,152 | $13.5M |
| American Financial Advisors, LLC | 1.82% | Reduce -2.4% | 299,072 | $13.4M |
| Trust Asset Management LLC | 1.05% | No change | 294,111 | $13.1M |
| Cwm, LLC | 0.06% | Add +12.1% | 289,937 | $13.0M |
| Hudock, Inc. | 2.21% | Reduce -0.8% | 286,524 | $12.8M |
| Allworth Financial LP | 0.08% | Add +0.4% | 285,433 | $12.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.5% | 277,883 | $12.4M |
| Ballentine Partners, LLC | 0.21% | Reduce -0.5% | 276,468 | $12.3M |
| RFG Advisory, LLC | 0.37% | Add +54.1% | 274,683 | $12.3M |
| Swan Global Investments, LLC | 0.58% | Reduce -10.0% | 268,159 | $12.0M |
| Fortis Group Advisors, LLC | 2.21% | New | 267,344 | $11.9M |
| Agf Management Ltd. | 0.06% | Add +1.2% | 263,710 | $11.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +2058.7% | 262,261 | $11.7M |
| MML Investors Services, LLC | 0.04% | Add +167.4% | 258,691 | $11.6M |
| Castleark Management LLC | 0.46% | New | 250,070 | $11.2M |
| Penserra Capital Management LLC | 0.24% | Reduce -24.3% | 248,653 | $11.1M |
| Private Advisor Group, LLC | 0.07% | Add +139.8% | 248,567 | $11.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1502.2% | 245,645 | $11.0M |
| Tanglewood Wealth Management, Inc. | 1.25% | New | 242,139 | $10.8M |
| GTS Securities LLC | 0.20% | Add +31.5% | 228,048 | $10.2M |
| Freestone Capital Holdings, LLC | 0.35% | Add +4.0% | 224,560 | $10.0M |
| Symmetry Investments LP | 2.12% | Add +280.8% | 223,900 | $10.0M |
| Robertson Stephens Wealth Management, LLC | 0.36% | Add +1374.4% | 219,898 | $9.8M |
| Full Sail Capital, LLC | 0.63% | Reduce -0.3% | 219,367 | $9.8M |
| Equitable Holdings, Inc. | 0.09% | Add +1.8% | 217,868 | $9.7M |
| Keybank National Association | 0.04% | Reduce -1.0% | 213,948 | $9.6M |
| Capital Wealth Management, LLC | 3.94% | Add +4.3% | 205,899 | $9.2M |
| D.A. Davidson & Co. | 0.08% | Add +2109.0% | 205,063 | $9.2M |
| Liquid Strategies, LLC | 2.16% | New | 201,866 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.2% | 198,493 | $8.9M |
| Bison Wealth, LLC | 1.41% | New | 198,434 | $8.9M |
| Corient Private Wealth LP | 0.01% | Add +28.2% | 197,054 | $8.8M |
| Capula Management Ltd | 0.11% | New | 196,497 | $8.8M |
| Brio Consultants, LLC | 1.39% | Add +2.2% | 195,555 | $8.7M |
| Olympus Wealth Management, LLC | 2.96% | Add +2.5% | 192,468 | $8.6M |
| First Interstate Bank | 0.52% | Reduce -0.3% | 189,866 | $8.5M |
| Certified Advisory Corp | 0.93% | Add +25.7% | 187,831 | $8.4M |
| Bedell Frazier Investment Counselling, LLC | 1.94% | New | 182,080 | $8.1M |
| Kensington Asset Management, LLC | 0.43% | New | 180,400 | $7.8M |
| Graypoint LLC | 0.49% | Reduce -0.4% | 169,898 | $7.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +1.2% | 167,154 | $7.5M |
| Pathstone Holdings, LLC | 0.03% | Add +0.4% | 163,290 | $7.3M |
| Alliancebernstein L.P. | 0.00% | New | 160,793 | $7.2M |
| GeoWealth Management, LLC | 0.25% | Add +125.9% | 158,037 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +11.9% | 155,673 | $7.0M |
| Armstrong Advisory Group, Inc. | 0.55% | Reduce -20.8% | 147,644 | $6.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -12.0% | 143,763 | $6.4M |
| Innealta Capital, LLC | 2.59% | Add +317.1% | 141,984 | $6.3M |
| Choreo, LLC | 0.09% | Add +1.9% | 142,801 | $6.3M |
| Virtu Financial LLC | 0.34% | Reduce -26.6% | 139,376 | $6.2M |
| Citigroup Inc. | 0.01% | Reduce -57.9% | 135,968 | $6.1M |
| Financial Advocates Investment Management | 0.34% | Add +1.9% | 135,689 | $6.1M |
| Ayalon Insurance Comp Ltd. | 1.89% | Add +16.7% | 135,604 | $6.1M |
| Retireful, LLC | 4.48% | New | 135,377 | $6.0M |
| First Merchants Corp. | 0.23% | Reduce -2.5% | 134,750 | $6.0M |
| Integrated Advisors Network LLC | 0.29% | Add +1104.4% | 134,185 | $6.0M |
| Tudor Investment Corporation | 0.07% | New | 133,013 | $5.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +1.1% | 127,347 | $5.7M |
| IHT Wealth Management, LLC | 0.16% | Add +12.1% | 124,254 | $5.5M |
| Geneos Wealth Management Inc. | 0.21% | Add +159.1% | 123,965 | $5.5M |
| Jessup Wealth Management, Inc | 2.51% | New | 122,615 | $5.5M |
| Trilogy Capital Inc. | 0.27% | New | 119,869 | $5.4M |
| Aspect Partners, LLC | 2.99% | Reduce -2.0% | 119,451 | $5.3M |
| Bank of Nova Scotia | 0.01% | New | 117,830 | $5.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +28.2% | 117,692 | $5.3M |
| Legacy Private Trust Co. | 0.35% | Reduce -2.6% | 115,735 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +40.4% | 116,933 | $5.2M |
| Capital Insight Partners, LLC | 0.89% | Add +6.5% | 113,530 | $5.1M |
| Private Advisory Group LLC | 0.64% | New | 113,500 | $5.1M |
| PSI Advisors, LLC | 1.46% | Reduce -5.3% | 111,549 | $5.0M |
| Clarity Financial LLC | 0.58% | Add +2.9% | 111,402 | $5.0M |
| RTD Financial Advisors, Inc. | 0.62% | Reduce -26.2% | 109,813 | $4.9M |
| Concentric Capital Strategies, LP | 0.31% | Add +75.9% | 109,757 | $4.9M |
| Landmark Wealth Management, Inc. | 2.42% | Add +2.5% | 108,573 | $4.8M |
| AE Wealth Management LLC | 0.04% | Add +8.6% | 107,433 | $4.8M |
| Adams Wealth Management | 1.02% | New | 106,592 | $4.8M |
| CacheTech Inc. | 1.02% | New | 106,592 | $4.8M |
| Monument Capital Management | 1.31% | New | 106,405 | $4.8M |
| Foster & Motley Inc. | 0.30% | Reduce -6.4% | 105,849 | $4.7M |
| M&T Bank Corp | 0.02% | Reduce -9.2% | 105,266 | $4.7M |
| Park Avenue Securities LLC | 0.05% | New | 104,986 | $4.7M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.18% | No change | 104,758 | $4.7M |
| New Millennium Group LLC | 3.01% | Add +26746.4% | 104,164 | $4.7M |
| Algorithmic Investment Models, LLC | 3.36% | Add +0.5% | 102,519 | $4.6M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -7.4% | 102,395 | $4.6M |
| Rothschild Capital Partners, LLC | 1.27% | Reduce -1.6% | 102,008 | $4.6M |
| Northern Trust Corp. | 0.00% | Add +29.9% | 100,042 | $4.5M |
| SG Americas Securities, LLC | 0.02% | New | 99,947 | $4.5M |
| JFS Wealth Advisors, LLC | 0.30% | Add +32.8% | 99,318 | $4.4M |
| Spire Wealth Management | 0.15% | Reduce -12.6% | 99,135 | $4.4M |
| Citizens Financial Group Inc. | 0.09% | Add +1.4% | 99,045 | $4.4M |
| Nelson Capital Management, LLC | 0.75% | Add +2.7% | 99,018 | $4.4M |
| Private Wealth Advisors, LLC | 1.79% | Reduce -0.9% | 98,966 | $4.4M |
| Western Wealth Management, LLC | 0.25% | Reduce -4.2% | 98,340 | $4.4M |
| KCM Investment Advisors LLC | 0.15% | Add +9.3% | 97,797 | $4.4M |
| StrongBox Wealth, LLC | 1.86% | Add +8.6% | 97,223 | $4.3M |
| New England Capital Financial Advisors LLC | 2.20% | Add +2.3% | 95,034 | $4.2M |
| Grant/GrossMendelsohn, LLC | 1.77% | Reduce -0.3% | 91,768 | $4.1M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -4.2% | 91,369 | $4.1M |
| Evergreen Capital Management LLC | 0.14% | Reduce -1.3% | 90,204 | $4.0M |
| Cornerstone Wealth Group, LLC | 0.33% | New | 88,298 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -7.9% | 87,922 | $3.9M |
| Atria Investments, Inc | 0.05% | Reduce -40.9% | 85,103 | $3.8M |
| Simplex Trading, LLC | 0.13% | Add +188.6% | 85,096 | $3.8M |
| Barclays PLC | 0.00% | Reduce -60.0% | 84,981 | $3.8M |
| 1ST Source Bank | 0.21% | Reduce -2.5% | 84,875 | $3.8M |
| KFG Wealth Management, LLC | 0.80% | New | 82,695 | $3.7M |
| Prospera Financial Services Inc | 0.09% | Add +52.2% | 82,432 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +3.5% | 82,275 | $3.7M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +3.5% | 82,275 | $3.7M |
| Retirement Capital Strategies | 1.41% | New | 80,861 | $3.6M |
| Palumbo Wealth Management LLC | 1.38% | Reduce -0.0% | 79,317 | $3.5M |
| Arkansas Financial Group, Inc. | 0.58% | Add +7.3% | 78,656 | $3.5M |
| Chesley Taft & Associates LLC | 0.17% | Reduce -1.4% | 78,130 | $3.5M |
| CAP Partners, LLC | 2.59% | Add +2.0% | 77,528 | $3.5M |
| Creative Financial Designs Inc. | 0.29% | Reduce -0.6% | 76,883 | $3.4M |
| Forbes J M & Co. LLP | 0.33% | No change | 76,050 | $3.4M |
| Cardiff Park Advisors, LLC | 0.30% | No change | 74,591 | $3.3M |
| Trek Financial, LLC | 0.25% | Add +50.2% | 74,507 | $3.3M |
| Vickerman Investment Advisors, Inc. | 0.98% | Reduce -0.1% | 74,384 | $3.3M |
| Gratus Wealth Advisors, LLC | 0.54% | Add +5.1% | 76,225 | $3.3M |
| Stephens Inc. | 0.05% | Add +28.0% | 73,401 | $3.3M |
| Dakota Wealth Management | 0.07% | Reduce -66.8% | 72,556 | $3.2M |
| Bar Harbor Wealth Management | 0.20% | Add +1.0% | 71,704 | $3.2M |
| Brookstone Capital Management | 0.05% | Add +196.9% | 71,042 | $3.2M |
| Prostatis Group LLC | 1.01% | Reduce -4.9% | 68,992 | $3.1M |
| Mutual Advisors, LLC | 0.09% | Add +12.1% | 68,279 | $3.0M |
| Regal Investment Advisors LLC | 0.21% | Reduce -62.4% | 66,894 | $3.0M |
| Per Stirling Capital Management, LLC. | 0.41% | New | 65,692 | $2.9M |
| Prentice Wealth Management LLC | 0.86% | Add +5.4% | 64,658 | $2.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.11% | Reduce -5.8% | 64,606 | $2.9M |
| Asset Allocation Strategies LLC | 0.82% | Reduce -29.3% | 64,529 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +16.1% | 64,049 | $2.9M |
| Harrell Investment Partners, LLC | 0.81% | New | 64,028 | $2.9M |
| Paladin Advisory Group, LLC | 2.10% | Reduce -5.8% | 63,618 | $2.8M |
| NBT Bank, N.A. | 0.19% | Reduce -0.1% | 63,114 | $2.8M |
| Harbour Investments, Inc. | 0.08% | Add +76.2% | 62,957 | $2.8M |
| Benjamin Edwards Inc. | 0.04% | New | 62,661 | $2.8M |
| Baker Avenue Asset Management, LP | 0.09% | Add +5.4% | 62,084 | $2.8M |
| Altura Wealth Advisors Inc. | 1.78% | Add +18.3% | 60,834 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +245.0% | 60,384 | $2.7M |
| AlphaMark Advisors, LLC | 0.92% | Reduce -5.1% | 59,936 | $2.7M |
| Bailard, Inc. | 0.07% | Reduce -0.9% | 58,696 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.5% | 58,858 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -82.8% | 58,255 | $2.6M |
| West Financial Advisors, LLC | 0.50% | New | 58,093 | $2.6M |
| Old National Bancorp | 0.06% | Reduce -6.7% | 57,666 | $2.6M |
| CoreCap Advisors, LLC | 0.12% | Add +341.4% | 57,326 | $2.6M |
| Sound Income Strategies, LLC | 0.16% | Add +2.8% | 57,255 | $2.6M |
| LDR Capital Management LLC | 4.22% | Reduce -16.9% | 57,185 | $2.6M |
| WBH Advisory Inc. | 0.24% | Add +0.0% | 57,162 | $2.6M |
| Pacific Center for Financial Services | 0.67% | Add +4.2% | 56,629 | $2.5M |
| Horizon Financial Services, LLC | 1.47% | Add +2.8% | 55,531 | $2.5M |
| Atlanta Consulting Group Advisors, LLC | 0.60% | Reduce -17.0% | 53,835 | $2.4M |
| Cordatus Wealth Management LLC | 0.86% | Add +1.6% | 53,828 | $2.4M |
| Jacobi Capital Management LLC | 0.18% | Add +10.9% | 52,950 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -4.1% | 52,102 | $2.3M |
| Savant Capital, LLC | 0.02% | Add +2.3% | 52,026 | $2.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +1.4% | 51,805 | $2.3M |
| Seaview Investment Managers LLC | 0.69% | Add +631.4% | 51,659 | $2.3M |
| Pinkerton Wealth, LLC | 0.33% | Add +5.2% | 51,488 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +379.7% | 50,295 | $2.2M |
| Comerica Bank | 0.01% | Add +1.8% | 50,071 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +13.8% | 49,282 | $2.2M |
| Channel Wealth LLC | 0.70% | New | 47,541 | $2.1M |
| Peoples Bank | 1.41% | Add +125.6% | 46,947 | $2.1M |
| Pallas Capital Advisors LLC | 0.09% | Add +0.8% | 46,496 | $2.1M |
| TAP Consulting, LLC | 0.40% | Reduce -2.1% | 45,873 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Add +10.8% | 45,852 | $2.0M |
| Provident Co of the Employees of the Hebrew University LTD | 2.29% | No change | 45,578 | $2.0M |
| BlackRock, Inc. | 0.00% | — | 45,449 | $2.0M |
| Winthrop Capital Management, LLC | 0.96% | Add +69.6% | 45,328 | $2.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +19.8% | 43,876 | $2.0M |
| CX Institutional | 0.09% | Add +17.3% | 43,787 | $2.0M |
| Premier Path Wealth Partners, LLC | 0.31% | Reduce -2.2% | 43,757 | $2.0M |
| Belpointe Asset Management LLC | 0.12% | New | 43,645 | $1.9M |
| SMART Wealth LLC | 0.76% | New | 43,526 | $1.9M |
| Good Life Advisors, LLC | 0.12% | Reduce -4.0% | 43,132 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +67.2% | 42,992 | $1.9M |
| Redwood Financial Network Corp | 1.50% | Add +0.7% | 42,945 | $1.9M |
| Proquility Private Wealth Partners, LLC | 0.61% | Add +2.8% | 42,795 | $1.9M |
| Centennial Bank | 0.86% | Reduce -2.1% | 42,013 | $1.9M |
| IMZ Advisory Inc | 0.87% | Reduce -14.6% | 43,092 | $1.9M |
| Chemung Canal Trust Co. | 0.37% | Reduce -72.4% | 41,431 | $1.9M |
| HHM Wealth Advisors, LLC | 0.26% | Reduce -1.7% | 41,191 | $1.8M |
| Ignite Planners, LLC | 0.42% | Add +10.7% | 40,989 | $1.8M |
| Fifth Third Bancorp | 0.01% | Reduce -0.9% | 40,426 | $1.8M |
| Triangle Securities Wealth Management | 0.45% | Add +161.6% | 39,198 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 44,978 | $1.7M |
| Pinnacle Financial Partners Inc | 0.03% | Add +8.5% | 38,433 | $1.7M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -11.7% | 37,856 | $1.7M |
| RPg Family Wealth Advisory, LLC | 0.55% | Add +7.9% | 37,854 | $1.7M |
| Primoris Wealth Advisors, LLC | 1.22% | New | 37,600 | $1.7M |
| Compound Planning, Inc. | 0.10% | Add +226.0% | 37,523 | $1.7M |
| Astor Investment Management LLC | 0.80% | Reduce -86.4% | 37,263 | $1.7M |
| Scott Capital Advisors, LLC | 0.47% | Add +1.8% | 37,227 | $1.7M |
| LexAurum Advisors, LLC | 0.36% | Reduce -1.4% | 36,521 | $1.6M |
| Collaborative Wealth Managment Inc. | 0.74% | Reduce -2.2% | 36,467 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.16% | New | 36,405 | $1.6M |
| Amica Retiree Medical Trust | 1.35% | — | 36,339 | $1.6M |
| Horizons Wealth Management | 1.24% | Reduce -1.3% | 35,844 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -23.5% | 35,347 | $1.6M |
| Arete Wealth Advisors, LLC | 0.13% | New | 35,512 | $1.6M |
| Tiaa Trust, National Association | 0.00% | Add +93.6% | 35,126 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -43.4% | 35,100 | $1.6M |
| Richard W. Paul & Associates, LLC | 0.56% | Add +0.5% | 34,992 | $1.6M |
| Piedmont Capital Management, LLC | 0.93% | New | 34,803 | $1.5M |
| US Bancorp \de | 0.00% | Add +3.7% | 34,442 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +78.6% | 33,632 | $1.5M |
| WESPAC Advisors SoCal, LLC | 0.35% | Add +79.6% | 33,418 | $1.5M |
| Ballast Advisors LLC | 0.46% | Add +2.3% | 32,961 | $1.5M |
| Callan Capital, LLC | 0.10% | Reduce -3.6% | 32,690 | $1.5M |
| Zuckerman Investment Group, LLC | 0.15% | Add +0.6% | 32,314 | $1.4M |
| City Center Advisors, LLC | 1.59% | Add +47.4% | 32,090 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +158.8% | 32,030 | $1.4M |
| Sykon Capital LLC | 0.50% | New | 31,688 | $1.4M |
| LYNX Capital Group Ltd. | 0.91% | No change | 31,300 | $1.4M |
| Stillwater Capital Advisors, LLC | 0.18% | Reduce -0.6% | 30,854 | $1.4M |
| Krilogy Financial LLC | 0.09% | Add +32.6% | 30,840 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Add +55.7% | 30,329 | $1.4M |
| Bank of Montreal | 0.00% | Add +51.0% | 30,576 | $1.4M |
| Blair William & Co. | 0.00% | Add +38.1% | 30,306 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.10% | Add +3.0% | 29,870 | $1.3M |
| Fortis Capital Advisors, LLC | 0.44% | New | 29,651 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -32.3% | 29,630 | $1.3M |
| Trust Co | 0.16% | Add +5.2% | 29,602 | $1.3M |
| DRW Securities, LLC | 0.07% | Add +429.8% | 29,388 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +4.4% | 29,541 | $1.3M |
| Trust Co. of Oklahoma | 0.42% | Add +3.0% | 29,249 | $1.3M |
| Cornerstone Planning Group LLC | 0.34% | Add +0.6% | 29,660 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +17.1% | 28,806 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +371.5% | 28,735 | $1.3M |
| Zullo Investment Group, Inc. | 0.51% | Reduce -0.8% | 27,718 | $1.2M |
| Foguth Wealth Management, LLC. | 0.45% | Reduce -7.5% | 28,407 | $1.2M |
| Signal Advisors Wealth, LLC | 0.18% | New | 27,385 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Add +2.1% | 27,320 | $1.2M |
| Lunt Capital Management, Inc. | 0.56% | New | 26,952 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.0% | 26,684 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +168.2% | 26,454 | $1.2M |
| Pacific Sun Financial Corp | 0.64% | Reduce -6.5% | 26,121 | $1.2M |
| O'ROURKE & COMPANY, Inc | 0.58% | Add +5.5% | 26,120 | $1.2M |
| Ranch Capital Advisors Inc. | 0.54% | Add +13.9% | 25,734 | $1.1M |
| Country Club Bank | 0.08% | Add +7.3% | 25,757 | $1.1M |
| Wealth Advisors of Tampa Bay, LLC | 0.47% | Reduce -1.3% | 25,413 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.25% | New | 25,233 | $1.1M |
| One Wealth Map LLC | 0.66% | Add +3.5% | 25,161 | $1.1M |
| Two Sigma Securities, LLC | 0.09% | Add +117.2% | 24,897 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | New | 24,854 | $1.1M |
| Providence First Trust Co | 0.47% | Add +1.6% | 24,638 | $1.1M |
| J. Goldman & Co LP | 0.05% | New | 24,395 | $1.1M |
| Magnus Financial Group LLC | 0.11% | Add +13.9% | 24,172 | $1.1M |
| Associated Banc-Corp | 0.03% | Reduce -0.3% | 24,114 | $1.1M |
| Capital Advisors Wealth Management, LLC | 0.20% | New | 24,091 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -95.3% | 24,030 | $1.1M |
| Avior Wealth Management, LLC | 0.04% | Reduce -47.3% | 23,953 | $1.1M |
| Capasso Planning Partners LLC | 0.32% | New | 23,923 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.8% | 23,849 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +1.2% | 23,786 | $1.1M |
| Castle Wealth Management LLC | 0.42% | Reduce -1.0% | 23,585 | $1.1M |
| Kraft, Davis & Associates, LLC | 0.31% | New | 24,000 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +26.8% | 23,165 | $1.0M |
| Principal Securities, Inc. | 0.03% | Add +4.4% | 23,091 | $1.0M |
| Meeder Advisory Services, Inc. | 0.07% | Add +13.2% | 22,860 | $1.0M |
| Simmons Bank | 0.07% | Reduce -1.6% | 22,771 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +15.5% | 22,653 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.3% | 22,635 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +26.1% | 22,507 | $1.0M |
| Forefront Analytics, LLC | 0.47% | Add +0.7% | 22,366 | $999K |
| CENTRAL TRUST Co | 0.02% | Add +93.7% | 22,357 | $999K |
| Orange Investment Advisors, Inc. | 0.11% | Add +31.5% | 22,282 | $995K |
| Beck Bode, LLC | 0.19% | Reduce -36.7% | 22,197 | $992K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +62.1% | 21,941 | $980K |
| James Investment Research, Inc. | 0.11% | Reduce -1.2% | 21,838 | $976K |
| Silvia McColl Wealth Management, LLC | 0.73% | Add +10.8% | 21,729 | $971K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +12.1% | 21,470 | $959K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.5% | 21,384 | $955K |
| BCS Wealth Management | 0.40% | Reduce -7.8% | 21,235 | $949K |
| Lionsbridge Wealth Management LLC | 0.75% | New | 21,182 | $946K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +58.7% | 20,866 | $932K |
| WealthShield Partners, LLC | 0.13% | Add +936.3% | 20,851 | $931K |
| Cerity Partners LLC | 0.00% | New | 20,600 | $920K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +11.1% | 20,276 | $906K |
| TrinityPoint Wealth, LLC | 0.13% | New | 20,155 | $900K |
| Talon Private Wealth, LLC | 0.19% | — | 19,963 | $892K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -27.6% | 19,958 | $892K |
| Jackson Hole Capital Partners, LLC | 0.19% | Reduce -3.4% | 19,879 | $888K |
| Waterway Wealth Management, LLC | 0.38% | Add +4.4% | 19,850 | $887K |
| Sheets Smith Wealth Management | 0.11% | No change | 19,802 | $885K |
| Pinnacle Family Advisors, LLC | 0.46% | New | 19,755 | $882K |
| Fiduciary Group, LLC | 0.09% | Add +0.2% | 19,714 | $881K |
| Sowell Financial Services LLC | 0.04% | Reduce -0.6% | 19,485 | $870K |
| FIL Ltd | 0.00% | Reduce -7.2% | 19,450 | $869K |
| Cascade Financial Partners, LLC | 0.11% | Add +15.8% | 19,573 | $859K |
| Personal Cfo Solutions, LLC | 0.12% | Add +2.2% | 19,215 | $858K |
| Carret Asset Management, LLC | 0.09% | Reduce -3.0% | 19,178 | $857K |
| Kessler Investment Group, LLC | 0.44% | Add +48.6% | 19,015 | $849K |
| First Trust Investment Solutions L.P. | 0.10% | Reduce -22.2% | 18,928 | $846K |
| Hilltop Holdings Inc. | 0.06% | Add +246.9% | 18,926 | $845K |
| Lake Street Private Wealth, LLC | 0.14% | Reduce -1.6% | 18,876 | $843K |
| Martin & Co. Inc. | 0.20% | Add +0.1% | 18,670 | $834K |
| Talisman Wealth Advisors LLC | 0.88% | Add +19.3% | 18,756 | $831K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 18,740 | $830K |
| Transcend Capital Advisors, LLC | 0.06% | New | 18,571 | $830K |
| Berger Financial Group, Inc | 0.06% | Reduce -29.0% | 18,535 | $828K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.8% | 18,520 | $827K |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -23.1% | 18,462 | $825K |
| Blue Chip Partners, LLC | 0.07% | Add +0.6% | 18,431 | $823K |
| Advisor Resource Council | 0.37% | New | 18,428 | $823K |
| Kaizen Financial Strategies | 0.48% | Add +35.5% | 18,410 | $822K |
| Urban Financial Advisory Corp | 0.45% | Add +0.3% | 18,397 | $822K |
| JSF Financial, LLC | 0.24% | Add +18.4% | 18,390 | $821K |
| Jane Street Group, LLC | 0.00% | Reduce -94.7% | 18,330 | $819K |
| D L Carlson Investment Group Inc. | 0.15% | Add +230.2% | 18,321 | $818K |
| Cooksen Wealth, LLC | 0.75% | Add +2.2% | 17,904 | $800K |
| Alliance Wealth Advisors, LLC | 0.46% | Reduce -0.9% | 17,795 | $795K |
| Focus Financial Network, Inc. | 0.03% | Reduce -1.9% | 17,785 | $794K |
| Creekside Partners | 0.40% | Reduce -12.7% | 17,366 | $776K |
| Valmark Advisers, Inc. | 0.01% | Add +111.6% | 17,279 | $772K |
| Old Mission Capital LLC | 0.02% | New | 17,129 | $765K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.5% | 17,261 | $765K |
| Jones Financial Companies LLLP | 0.00% | Add +26.7% | 17,106 | $758K |
| Arkadios Wealth Advisors | 0.04% | New | 16,833 | $752K |
| Boltwood Capital Management | 0.22% | Reduce -2.6% | 16,772 | $749K |
| Raymond James Trust N.A. | 0.02% | Add +98.1% | 16,549 | $739K |
| 1900 Wealth Management LLC | 0.06% | No change | 16,492 | $737K |
| Glenmede Trust Co. NA | 0.00% | No change | 16,338 | $730K |
| Terra Nova Asset Management LLC | 0.54% | Add +34.6% | 16,261 | $726K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +9.9% | 16,165 | $722K |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | No change | 16,000 | $715K |
| Quantinno Capital Management LP | 0.01% | Reduce -2.6% | 15,919 | $711K |
| Aveo Capital Partners, LLC | 0.08% | Add +44.1% | 15,842 | $708K |
| Treynor Bancshares, Inc. | 0.72% | Reduce -16.5% | 15,704 | $701K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -90.7% | 15,390 | $687K |
| Cornerstone National Bank & Trust Co | 0.31% | Reduce -4.2% | 15,333 | $685K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -10.1% | 15,603 | $685K |
| Weinberger Asset Management, Inc | 0.29% | Add +8.1% | 15,155 | $677K |
| Caitlin John, LLC | 0.43% | New | 15,577 | $675K |
| Novare Capital Management LLC | 0.06% | Add +6.4% | 14,780 | $660K |
| Whitaker-Myers Wealth Managers, LTD. | 0.22% | New | 14,566 | $651K |
| Cowa, LLC | 0.30% | Reduce -11.6% | 14,286 | $638K |
| Founders Financial Securities LLC | 0.06% | Reduce -8.4% | 14,273 | $638K |
| Horizon Investments, LLC | 0.02% | Add +39.6% | 14,009 | $626K |
| Roman Butler Fullerton & Co. | 0.19% | New | 14,100 | $624K |
| Orrstown Financial Services Inc. | 0.18% | Add +16.4% | 13,792 | $616K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +5.8% | 13,788 | $616K |
| Hirtle & Co., LLC | 0.03% | No change | 13,787 | $616K |
| Cantor Fitzgerald, L. P. | 0.06% | New | 13,654 | $610K |
| MontVue Capital Management, Inc. | 0.47% | Reduce -0.8% | 13,574 | $606K |
| Burford Brothers, Inc. | 0.31% | Reduce -3.5% | 13,507 | $603K |
| Glass Jacobson Investment Advisors llc | 0.20% | Reduce -2.7% | 13,460 | $601K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +20.4% | 13,444 | $601K |
| Focus Partners Wealth | 0.00% | New | 13,426 | $600K |
| Harbour Investment Management LLC | 0.27% | Reduce -9.3% | 13,405 | $599K |
| RVW Wealth, LLC | 0.06% | Reduce -1.5% | 13,363 | $597K |
| Sierra Summit Advisors LLC | 0.14% | Add +20.5% | 13,311 | $595K |
| LongView Wealth Management | 0.19% | Reduce -8.5% | 13,084 | $584K |
| Texas Yale Capital Corp. | 0.03% | No change | 12,884 | $576K |
| Fairway Wealth LLC | 0.29% | Reduce -38.1% | 12,851 | $574K |
| Natixis | 0.00% | Add +0.3% | 12,848 | $574K |
| Venturi Wealth Management, LLC | 0.03% | Add +27.4% | 12,572 | $562K |
| Monetary Management Group Inc. | 0.14% | Add +8.6% | 12,568 | $561K |
| Fulcrum Equity Management | 0.47% | New | 12,370 | $553K |
| Patten & Patten Inc. | 0.04% | New | 12,177 | $544K |
| Vontobel Holding Ltd. | 0.00% | New | 12,084 | $540K |
| Avitas Wealth Management LLC | 0.08% | Reduce -1.4% | 12,072 | $539K |
| Contravisory Investment Management, Inc. | 0.11% | Add +180.9% | 12,025 | $537K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5574.4% | 11,973 | $535K |
| Intergy Private Wealth, LLC | 0.20% | Add +0.2% | 11,791 | $527K |
| Colony Family Offices, LLC | 0.16% | Reduce -24.1% | 11,777 | $526K |
| Buckingham Capital Management, Inc. | 0.06% | Add +30.6% | 11,750 | $525K |
| Aptus Capital Advisors, LLC | 0.01% | Add +17.6% | 11,702 | $523K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +2.4% | 11,603 | $518K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Add +0.9% | 11,589 | $517K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +102.8% | 11,457 | $512K |
| Financial Freedom, LLC | 0.27% | Reduce -7.8% | 11,333 | $506K |
| Snowden Capital Advisors LLC | 0.02% | Add +3.8% | 11,316 | $505K |
| Atlas Capital Advisors Inc. | 0.08% | Add +159.6% | 11,194 | $500K |
| Retirement Planning Co of New England, Inc. | 0.25% | Reduce -0.6% | 11,100 | $496K |
| Mechanics Bank Trust Department | 0.07% | Add +3.8% | 11,070 | $494K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +5.0% | 10,979 | $490K |
| Banco Santander, S.A. | 0.01% | New | 10,939 | $489K |
| Nwam LLC | 0.03% | New | 10,879 | $486K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -11.9% | 10,702 | $478K |
| PFG Advisors | 0.03% | New | 10,532 | $470K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -5.2% | 10,407 | $465K |
| Cranbrook Wealth Management, LLC | 0.11% | No change | 10,402 | $465K |
| Whittier Trust Co. | 0.01% | Reduce -0.4% | 10,334 | $462K |
| L.M. Kohn & Company | 0.12% | New | 10,282 | $459K |
| HBW Advisory Services LLC | 0.07% | Reduce -30.6% | 10,261 | $458K |
| Dohj, LLC | 0.11% | Reduce -49.4% | 10,337 | $457K |
| Lanark Financial, Inc. | 0.04% | Reduce -1.3% | 10,199 | $455K |
| Scotia Capital Inc. | 0.00% | Add +65.0% | 10,032 | $448K |
| Csenge Advisory Group | 0.02% | New | 10,216 | $444K |
| Wealth Advisory Solutions, LLC | 0.12% | Reduce -7.1% | 9,764 | $436K |
| Wambolt & Associates, LLC | 0.12% | Add +6.8% | 9,680 | $430K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 10,841 | $429K |
| Atticus Wealth Management, LLC | 0.14% | Reduce -19.8% | 9,566 | $427K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -3.8% | 9,564 | $427K |
| Chesapeake Wealth Management | 0.15% | Reduce -6.3% | 9,541 | $426K |
| Global Retirement Partners, LLC | 0.01% | Add +2.4% | 9,522 | $425K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -13.7% | 9,445 | $422K |
| Apexium Financial, LP | 0.03% | Reduce -1.5% | 9,393 | $420K |
| 17 Capital Partners, LLC | 0.27% | Add +5.2% | 9,272 | $414K |
| Blue Fin Capital, Inc. | 0.08% | Add +21.0% | 9,172 | $410K |
| Okabena Investment Services Inc. | 0.11% | No change | 9,116 | $407K |
| AMG National Trust Bank | 0.01% | Reduce -21.4% | 8,968 | $401K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -15.0% | 8,949 | $400K |
| Summit Financial, LLC | 0.02% | New | 8,946 | $400K |
| United Asset Strategies, Inc. | 0.04% | Reduce -1.6% | 8,873 | $396K |
| Roberts Wealth Advisors, LLC | 0.13% | Add +3.6% | 9,129 | $396K |
| VCI Wealth Management LLC | 0.18% | Reduce -59.8% | 8,855 | $396K |
| Arrow Financial Corp | 0.04% | New | 8,732 | $390K |
| Flagstar Securities, Inc. | 0.10% | Reduce -1.8% | 8,721 | $390K |
| Stockman Wealth Management, Inc. | 0.06% | No change | 8,710 | $389K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | New | 8,686 | $388K |
| TD Capital Management LLC | 0.04% | New | 8,630 | $385K |
| Montag A & Associates Inc. | 0.02% | No change | 8,618 | $385K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 8,579 | $383K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.3% | 8,483 | $379K |
| Caldwell Trust Co | 0.04% | Add +7.1% | 8,479 | $379K |
| Arlington Capital Management, Inc. | 0.31% | Add +7.4% | 8,471 | $378K |
| Innova Wealth Partners | 0.31% | New | 8,471 | $378K |
| MGB Wealth Management, LLC | 0.14% | No change | 8,450 | $377K |
| L & S Advisors Inc | 0.04% | Reduce -92.4% | 8,429 | $377K |
| Flow Traders U.S. LLC | 0.02% | New | 8,403 | $375K |
| Advisory Resource Group | 0.08% | Reduce -9.7% | 8,376 | $374K |
| First United Bank & Trust | 0.13% | Reduce -10.8% | 8,307 | $371K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -9.1% | 8,037 | $359K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -15.5% | 8,028 | $359K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +49.1% | 7,890 | $352K |
| Spinnaker Trust | 0.02% | No change | 7,827 | $350K |
| Rovin Capital /Ut/ | 0.13% | Add +1.7% | 7,818 | $349K |
| First National Bank of Hutchinson | 0.22% | No change | 7,736 | $346K |
| FMR LLC | 0.00% | Reduce -23.2% | 7,734 | $345K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -4.8% | 7,730 | $345K |
| Ted Buchan & Co | 0.16% | No change | 7,632 | $341K |
| Marcum Wealth, LLC | 0.03% | New | 7,501 | $335K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 7,340 | $328K |
| First National Trust Co | 0.01% | Reduce -58.3% | 7,308 | $326K |
| FineMark National Bank & Trust | 0.01% | Reduce -3.7% | 7,241 | $323K |
| Bokf, NA | 0.01% | Reduce -47.2% | 7,275 | $319K |
| Avestar Capital, LLC | 0.03% | No change | 7,070 | $316K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +3.3% | 7,030 | $314K |
| Modern Wealth Management, LLC | 0.02% | Add +0.0% | 7,003 | $313K |
| River Wealth Advisors LLC | 0.04% | Reduce -34.7% | 6,913 | $309K |
| Global Financial Private Client, LLC | 0.12% | Add +4651.7% | 6,890 | $308K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,888 | $308K |
| KWB Wealth | 0.04% | Reduce -0.2% | 7,898 | $303K |
| Centaurus Financial, Inc. | 0.02% | Add +2.5% | 6,746 | $301K |
| Berkeley Capital Partners, LLC | 0.09% | New | 6,680 | $298K |
| Tandem Wealth Advisors LLC | 0.15% | Add +0.3% | 6,636 | $296K |
| Mgo One Seven LLC | 0.01% | Add +20.6% | 6,562 | $293K |
| Plimoth Trust Co. LLC | 0.07% | Reduce -15.8% | 6,542 | $292K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 6,442 | $288K |
| Strata Wealth Advisors, LLC | 0.09% | New | 6,400 | $286K |
| Whalerock Point Partners, LLC | 0.07% | No change | 6,400 | $286K |
| TFB Advisors LLC | 0.08% | Add +14.5% | 6,354 | $284K |
| Florida Financial Advisors, LLC | 0.14% | New | 6,293 | $281K |
| Rooted Wealth Advisors, Inc. | 0.12% | Reduce -10.0% | 6,470 | $280K |
| Elm Partners Management LLC | 0.02% | New | 6,261 | $280K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Reduce -28.1% | 6,258 | $280K |
| PFG Investments, LLC | 0.02% | Add +2.5% | 6,252 | $279K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 6,245 | $279K |
| Madden Advisory Services, Inc. | 0.13% | Add +5.0% | 6,227 | $278K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -0.2% | 6,222 | $278K |
| Global Trust Asset Management, LLC | 0.10% | Add +200.6% | 6,144 | $274K |
| NovaPoint Capital, LLC | 0.08% | Reduce -0.7% | 6,094 | $272K |
| Keebeck Wealth Management | 0.04% | Reduce -5.0% | 6,015 | $269K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -11.6% | 6,004 | $268K |
| Walleye Trading LLC | 0.01% | No change | 5,985 | $267K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -1.3% | 5,978 | $267K |
| Barrett & Company, Inc. | 0.12% | No change | 5,956 | $266K |
| Wedbush Securities Inc. | 0.01% | New | 5,801 | $259K |
| Larson Financial Group LLC | 0.01% | Add +2.5% | 5,784 | $258K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -1.3% | 5,769 | $258K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +8.2% | 5,829 | $258K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -3.6% | 5,765 | $258K |
| Private Portfolio Partners LLC | 0.05% | Reduce -1.1% | 5,756 | $257K |
| Donald L. Hagan, LLC | 0.13% | Reduce -1.1% | 5,750 | $257K |
| Sierra Capital LLC | 0.03% | Reduce -15.6% | 5,722 | $256K |
| Maven Securities LTD | 0.03% | New | 5,726 | $256K |
| Joseph P. Lucia & Associates, LLC | 0.12% | New | 5,714 | $255K |
| Breed's Hill Capital LLC | 0.21% | New | 5,658 | $253K |
| Mma Asset Management LLC | 0.07% | New | 7,396 | $252K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -11.1% | 5,604 | $250K |
| Point Windward Advisors Inc. | 0.09% | No change | 5,558 | $248K |
| IFP Advisors, Inc | 0.01% | Add +48.0% | 5,541 | $248K |
| Pettyjohn, Wood & White, Inc. | 0.05% | Reduce -0.6% | 5,508 | $246K |
| Betterment LLC | 0.00% | New | 5,509 | $246K |
| Ally Invest Advisors Inc. | 0.02% | Add +1.7% | 5,465 | $244K |
| Moulton Wealth Management, Inc. | 0.20% | New | 5,595 | $243K |
| Tyche Wealth Partners LLC | 0.05% | New | 5,395 | $241K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 5,333 | $238K |
| Solstein Capital, LLC | 0.13% | Reduce -0.9% | 5,325 | $238K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -29.5% | 5,322 | $238K |
| Financial Counselors Inc. | 0.00% | Reduce -1.1% | 5,299 | $237K |
| Verus Capital Partners, LLC | 0.02% | Add +0.6% | 5,271 | $235K |
| Smith Shellnut Wilson LLC | 0.11% | New | 5,254 | $235K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | New | 5,218 | $233K |
| Encompass More Asset Management | 0.09% | New | 5,156 | $230K |
| Community Trust & Investment Co. | 0.01% | Reduce -12.8% | 5,149 | $230K |
| Cedrus LLC | 0.09% | New | 5,132 | $229K |
| Pure Portfolios Holdings LLC | 0.09% | — | 5,118 | $229K |
| Independence Bank of Kentucky | 0.05% | Reduce -4.7% | 5,029 | $225K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,179 | $224K |
| Hardy Reed LLC | 0.02% | Reduce -14.6% | 4,991 | $223K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -7.7% | 4,985 | $223K |
| Fisher Asset Management | 0.00% | New | 4,928 | $220K |
| Integral Investment Advisors, Inc. | 0.06% | New | 4,911 | $219K |
| Second Line Capital, LLC | 0.06% | Reduce -6.2% | 4,886 | $218K |
| Almanack Investment Partners, LLC. | 0.03% | New | 4,877 | $218K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 4,774 | $213K |
| Merit Financial Group, LLC | 0.00% | New | 4,758 | $213K |
| DT Investment Partners, LLC | 0.02% | Reduce -0.1% | 4,751 | $212K |
| LPWM LLC | 0.07% | New | 4,776 | $209K |
| Valeo Financial Advisors, LLC | 0.01% | New | 4,661 | $208K |
| Evercore Wealth Management, LLC | 0.00% | New | 4,622 | $206K |
| Fiduciary Trust Co | 0.00% | New | 4,606 | $206K |
| Concord Wealth Partners | 0.03% | Add +4.6% | 4,570 | $204K |
| Leavell Investment Management, Inc. | 0.01% | New | 4,530 | $202K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -1.3% | 4,328 | $193K |
| Ashton Thomas Securities, LLC | 0.04% | New | 4,152 | $185K |
| AdvisorNet Financial, Inc | 0.01% | Add +4.6% | 4,078 | $182K |
| Ancora Advisors LLC | 0.00% | Reduce -0.5% | 3,930 | $176K |
| Advisors Preferred, LLC | 0.03% | New | 3,766 | $167K |
| Walleye Capital LLC | 0.00% | Reduce -87.0% | 3,600 | $161K |
| Abound Wealth Management | 0.05% | Add +1.6% | 3,301 | $147K |
| American National Bank & Trust | 0.02% | Add +10.2% | 3,256 | $145K |
| Security National Bank | 0.02% | No change | 3,012 | $135K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Add +2283.1% | 2,955 | $132K |
| Ascentis Wealth Management, LLC | 0.05% | — | 2,893 | $129K |
| Angeles Wealth Management, LLC | 0.01% | Add +1617.2% | 2,799 | $125K |
| Peoples Financial Services Corp. | 0.05% | No change | 2,510 | $112K |
| Prestige Wealth Management Group LLC | 0.02% | New | 2,470 | $110K |
| VitalStone Financial, LLC | 0.07% | Add +69.7% | 2,343 | $105K |
| Bristlecone Advisors, LLC | 0.01% | New | 2,265 | $101K |
| NorthRock Partners, LLC | 0.00% | Add +42.0% | 2,238 | $100K |
| LRI Investments, LLC | 0.01% | New | 2,310 | $99K |
| Chilton Capital Management LLC | 0.00% | Reduce -1.2% | 2,188 | $98K |
| Tsfg, LLC | 0.02% | Add +0.1% | 2,158 | $96K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +142.5% | 2,098 | $94K |
| Smithfield Trust Co | 0.00% | No change | 2,047 | $91K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -13.2% | 2,021 | $90K |
| Hexagon Capital Partners LLC | 0.02% | Add +0.1% | 1,878 | $84K |
| Realta Investment Advisors | 0.04% | Reduce -91.9% | 1,830 | $80K |
| Front Row Advisors LLC | 0.03% | Reduce -17.1% | 1,760 | $79K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,730 | $77K |
| Parallax Volatility Advisers, L.P. | 0.00% | Add +94.5% | 1,723 | $77K |
| Farther Finance Advisors, LLC | 0.00% | Add +818.4% | 1,699 | $76K |
| UMB Bank, n.a. | 0.00% | Reduce -12.3% | 1,669 | $75K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.6% | 1,614 | $72K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +11.1% | 1,507 | $67K |
| Bangor Savings Bank | 0.01% | Add +0.6% | 1,450 | $65K |
| Deutsche Bank AG | 0.00% | Add +307.7% | 1,325 | $59K |
| Pflug Koory, LLC | 0.00% | — | 1,319 | $59K |
| Viewpoint Capital Management LLC | 0.03% | Reduce -4.0% | 1,314 | $58K |
| Clearstead Advisors, LLC | 0.00% | Reduce -72.8% | 1,301 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +63.7% | 1,300 | $58K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,032 | $46K |
| Ensign Peak Advisors, Inc | 0.00% | New | 989 | $44K |
| Addison Advisors LLC | 0.01% | No change | 975 | $44K |
| Franklin Resources Inc. | 0.00% | Add +100.0% | 974 | $43K |
| Howe & Rusling Inc. | 0.00% | New | 905 | $40K |
| Citadel Advisors | 0.00% | Reduce -99.3% | 892 | $40K |
| Avion Wealth | 0.01% | Add +346.4% | 799 | $35K |
| Oakworth Capital, Inc. | 0.00% | Reduce -69.3% | 779 | $35K |
| Mather Group, Llc. | 0.00% | Reduce -67.7% | 744 | $33K |
| Evermay Wealth Management LLC | 0.01% | No change | 735 | $33K |
| Carmichael Hill & Associates, Inc. | 0.01% | Add +4.0% | 732 | $33K |
| Tortoise Investment Management, LLC | 0.00% | Add +0.3% | 696 | $31K |
| Capital Analysts, LLC | 0.00% | Add +20.3% | 683 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +76.8% | 707 | $31K |
| Arax Advisory Partners | 0.00% | Add +689.7% | 687 | $31K |
| Marathon Trading Investment Management LLC | 0.01% | New | 677 | $30K |
| Optiver Holding B.V. | 0.00% | New | 619 | $28K |
| Continuum Advisory, LLC | 0.00% | Add +183.0% | 634 | $27K |
| Bollard Group LLC | 0.00% | Add +0.5% | 604 | $27K |
| ORG Partners LLC | 0.00% | New | 604 | $27K |
| Northwest Investment Counselors, LLC | 0.01% | New | 600 | $27K |
| Parallel Advisors, LLC | 0.00% | Add +94.0% | 578 | $26K |
| Financial Management Professionals, Inc. | 0.00% | New | 528 | $24K |
| National Bank of Canada | 0.00% | Add +11.5% | 522 | $23K |
| Main Street Group, LTD | 0.01% | Add +88.0% | 517 | $23K |
| MTM Investment Management, LLC | 0.01% | No change | 505 | $22K |
| Elequin Capital, LP | 0.04% | New | 447 | $20K |
| Ascentis Independent Advisors | 0.00% | New | 404 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Add +158.1% | 400 | $18K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.8% | 387 | $17K |
| NFSG Corp | 0.01% | No change | 386 | $17K |
| Banque Cantonale Vaudoise | 0.00% | No change | 391 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | New | 370 | $17K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 349 | $16K |
| Syntax Research, Inc. | 0.01% | Reduce -94.5% | 344 | $15K |
| Exchange Traded Concepts, LLC | 0.00% | New | 338 | $15K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 389 | $15K |
| Rakuten Securities, Inc. | 0.01% | Add +350.7% | 320 | $14K |
| CVA Family Office, LLC | 0.00% | New | 301 | $13K |
| Truvestments Capital LLC | 0.00% | New | 300 | $13K |
| Bank of New Hampshire | 0.00% | No change | 300 | $13K |
| Tidemark, LLC | 0.01% | No change | 290 | $13K |
| Rice Partnership, LLC | 0.00% | No change | 278 | $12K |
| Anfield Capital Management, LLC | 0.00% | New | 275 | $12K |
| Family Asset Management, LLC | 0.01% | Reduce -48.3% | 265 | $12K |
| Signaturefd, LLC | 0.00% | Add +1063.6% | 256 | $11K |
| Byrne Asset Management LLC | 0.01% | Reduce -3.5% | 251 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 250 | $11K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 246 | $11K |
| Archer Investment Corp | 0.00% | No change | 236 | $11K |
| Investors Research Corp | 0.00% | Reduce -14.7% | 232 | $10K |
| Legacies Wealth LLC | 0.01% | Reduce -14.8% | 218 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -12.4% | 218 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 215 | $10K |
| Eukles Asset Management | 0.00% | No change | 215 | $10K |
| Eastern Bank | 0.00% | New | 208 | $9K |
| Financial Perspectives, Inc | 0.00% | Add +0.5% | 200 | $9K |
| Aspire Private Capital, LLC | 0.00% | Reduce -85.0% | 184 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 176 | $8K |
| Webster Bank, N. A. | 0.00% | No change | 170 | $8K |
| Bare Financial Services, Inc | 0.00% | No change | 169 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 155 | $7K |
| Gold Investment Management Ltd. | 0.00% | No change | 145 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 139 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 138 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -58.7% | 136 | $6K |
| Armor Investment Advisors, LLC | 0.00% | No change | 135 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -22.9% | 135 | $6K |
| Resources Management Corp. /CT/ | 0.00% | No change | 136 | $6K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 125 | $6K |
| Peterson Financial Group, Inc. | 0.02% | New | 134 | $6K |
| Granite FO LLC | 0.00% | New | 125 | $6K |
| Sandy Spring Bank | 0.00% | No change | 121 | $5K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 118 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | — | 117 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | — | 117 | $5K |
| Activest Wealth Management | 0.00% | No change | 110 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 98 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 96 | $4K |
| Element Wealth, LLC | 0.00% | Reduce -24.0% | 95 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | New | 94 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 94 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 80 | $4K |
| Flaharty Asset Management, LLC | 0.00% | New | 88 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.2% | 84 | $4K |
| Park Place Capital Corp | 0.00% | No change | 83 | $4K |
| Breakwater Investment Management | 0.00% | No change | 82 | $4K |
| Your Advocates Ltd., LLP | 0.00% | No change | 80 | $4K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 75 | $3K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 72 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +2.9% | 71 | $3K |
| Halpern Financial, Inc. | 0.00% | New | 69 | $3K |
| Covestor Ltd | 0.00% | Add +1440.0% | 77 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 67 | $3K |
| REAP Financial Group, LLC | 0.00% | Reduce -2.9% | 66 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 66 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 65 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 65 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 59 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -98.8% | 56 | $3K |
| Oarsman Capital, Inc. | 0.00% | New | 55 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 46 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -57.7% | 41 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 41 | $2K |
| Hobbs Group Advisors, LLC | 0.00% | New | 40 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 37 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 34 | $2K |
| Key Financial Inc | 0.00% | No change | 31 | $1K |
| Pacifica Partners Inc. | 0.00% | No change | 27 | $1K |
| Toronto Dominion Bank | 0.00% | Add +2600.0% | 27 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 29 | $1K |
| McIlrath & Eck, LLC | 0.00% | No change | 22 | $983 |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -53.3% | 21 | $944 |
| Davis Capital Management | 0.00% | No change | 18 | $804 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 18 | $804 |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 16 | $715 |
| Balentine LLC | 0.00% | No change | 11 | $491 |
| Bogart Wealth, LLC | 0.00% | Reduce -64.7% | 6 | $268 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $135 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $134 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 3 | $133 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $45 |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 16 | $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.