SS Real Estate Select SectorXLREETF

13F holders, Q4 2024 (December 31)
765holders +22
90new positions
99sold out
4famous investors
$40.66avg. 13F price*

At the end of Q4 2024, 765 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 22 from Q3 2024. 90 opened new positions and 99 sold out. The largest holders were Creative Planning ($1.3B), Bank of America Corp. ($800.7M) and Morgan Stanley ($256.5M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
SS Real Estate Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 2024)
CUSIP
81369Y860
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 682Q1 2024Q2 2024: 656Q2 2024Q3 2024: 743Q3 2024Q4 2024: 765Q4 2024Q1 2025: 746Q1 2025Q2 2025: 721Q2 2025Q3 2025: 725Q3 2025Q4 2025: 779Q4 2025Q1 2026: 758Q1 2026Q2 2026: 803Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions90$127.1M
Exits99$163.7M

All 13F filers, Q3 2024 → Q4 2024: 13,524,250 shares bought and 24,231,296 shares sold, net −10,707,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 765 holders

Creative Planning 1.26% Add +9.5% 31,927,658 $1.3B
Bank of America Corp. 0.07% Reduce -2.1% 19,687,309 $800.7M
Morgan Stanley 0.02% Reduce -9.8% 6,306,670 $256.5M
LPL Financial LLC 0.07% Add +1.2% 4,391,694 $178.6M
Wells Fargo & Company 0.04% Add +155.4% 3,843,679 $156.3M
Cassaday & Co Wealth Management LLC 3.39% Add +2.1% 3,051,329 $124.1M
Phoenix Financial Ltd. 1.34% No change 2,408,404 $97.9M
BNP Paribas Financial Markets 0.06% Reduce -50.1% 1,927,243 $78.4M
Meitav Investment House Ltd. 1.13% Reduce -33.6% 1,654,417 $67.2M
Harel Insurance Investments & Financial Services Ltd. 1.08% Reduce -44.5% 1,626,991 $66.2M
Raymond James Financial Inc. 0.02% — 1,254,353 $51.0M
Baird Financial Group, Inc. 0.10% Add +0.3% 1,249,311 $50.8M
UBS Group AG 0.01% Add +1.6% 1,166,155 $47.4M
Migdal Insurance & Financial Holdings Ltd. 0.67% Reduce -18.5% 1,149,806 $46.8M
Envestnet Asset Management Inc. 0.01% Reduce -60.4% 1,013,996 $41.2M
CW Advisors, LLC 0.52% Reduce -1.8% 922,707 $37.5M
Alps Advisors Inc. 0.23% Add +13.7% 900,624 $36.6M
Advisory Alpha, LLC 1.14% Reduce -2.3% 788,274 $32.1M
Auto-Owners Insurance Co 0.71% Add +31.3% 766,565 $31.2M
JPMorgan Chase & Co. 0.00% Reduce -4.6% 708,690 $28.8M
Cornerstone Advisors, LLC 1.12% Reduce -12.1% 691,700 $28.1M
Cetera Investment Advisers 0.06% Reduce -6.8% 681,255 $27.7M
Factory Mutual Insurance Co. 0.29% No change 659,000 $26.8M
Ameriprise Financial Inc. 0.01% Reduce -35.0% 651,516 $26.5M
Money Design Co.,Ltd. 1.31% Reduce -0.5% 633,291 $25.6M
Modern Wealth Management, LLC 0.95% Add +8804.8% 623,605 $25.4M
PGIM Custom Harvest LLC 0.48% Reduce -1.3% 607,810 $24.7M
Royal Bank of Canada 0.01% Reduce -3.0% 602,855 $24.5M
Wealth Enhancement Advisory Services, LLC 0.04% Add +19.6% 572,203 $23.3M
Goldman Sachs Group Inc. 0.00% Reduce -35.9% 525,401 $21.4M
Dean, Jacobson Financial Services, LLC 16.03% Add +3.5% 516,074 $21.0M
Mariner, LLC 0.03% Reduce -22.5% 496,494 $20.2M
Stadion Money Management, LLC 1.56% Add +6.3% 489,297 $19.9M
Agf Management Ltd. 0.10% Add +80.8% 476,816 $19.4M
Waller Financial Planning Group, Inc. 4.83% Add +1.1% 471,334 $19.2M
Warwick Investment Management, Inc. 3.93% Add +0.2% 468,728 $19.1M
HighTower Advisors, LLC 0.03% Reduce -14.4% 463,360 $18.8M
Country Trust Bank 0.46% Add +6.8% 454,905 $18.5M
Millennium Management 0.02% Reduce -26.5% 450,504 $18.3M
Kingsview Wealth Management, LLC 0.36% Reduce -39.0% 449,600 $18.3M
Means Investment Co., Inc. 1.90% New 447,698 $18.2M
Proffitt & Goodson Inc. 3.00% Add +1.9% 444,771 $18.1M
Janney Capital Management LLC 1.16% Reduce -4.1% 431,304 $17.5M
Meiji Yasuda Life Insurance Co 0.33% No change 429,157 $17.5M
Citadel Advisors 0.02% Add +47797.8% 427,248 $17.4M
Tower Research Capital LLC (TRC) 0.32% Add +588.6% 401,120 $16.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2.63% Reduce -3.9% 393,300 $16.0M
Gerber Kawasaki Wealth & Investment Management 0.69% Add +5.5% 387,972 $15.8M
WCG Wealth Advisors LLC 1.03% Reduce -1.3% 384,775 $15.6M
Jump Financial, LLC 0.34% New 380,409 $15.5M
Quadrature Capital Ltd 0.30% New 373,316 $15.2M
Albion Financial Group 0.95% Reduce -2.4% 341,562 $13.9M
Ameritas Advisory Services, LLC 0.47% Reduce -6.8% 335,195 $13.6M
Independent Advisor Alliance 0.18% New 327,465 $13.3M
MAI Capital Management 0.10% Add +6.0% 324,317 $13.2M
Thrivent Financial for Lutherans 0.03% Add +22.6% 321,556 $13.1M
Stonebridge Capital Advisors LLC 1.04% Add +1.3% 319,368 $13.0M
Cwm, LLC 0.05% Add +7.3% 311,114 $12.7M
Sequoia Financial Advisors, LLC 0.12% Add +1340.2% 307,965 $12.5M
Amica Mutual Insurance Co. 1.28% Reduce -1.8% 306,206 $12.5M
Stifel Financial Corp. 0.01% Reduce -19.7% 306,001 $12.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.97% No change 303,152 $12.3M
Ballentine Partners, LLC 0.21% Add +7.9% 298,364 $12.1M
Trust Asset Management LLC 0.94% No change 294,111 $12.0M
American Financial Advisors, LLC 1.68% Reduce -1.8% 293,801 $11.9M
Allworth Financial LP 0.06% Reduce -1.2% 281,919 $11.6M
Hudock, Inc. 2.02% Reduce -0.6% 284,861 $11.6M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -18.4% 262,155 $10.7M
Osaic Holdings, Inc. 0.02% Add +1.8% 283,005 $10.4M
Penserra Capital Management LLC 0.19% Add +0.6% 250,229 $10.2M
MML Investors Services, LLC 0.03% Reduce -4.0% 248,454 $10.1M
Squarepoint Ops LLC 0.02% Reduce -95.2% 236,055 $9.6M
Swan Global Investments, LLC 0.46% Reduce -12.9% 233,501 $9.5M
Freestone Capital Holdings, LLC 0.33% Add +3.9% 233,323 $9.5M
Alliancebernstein L.P. 0.00% Add +43.5% 230,809 $9.4M
Commonwealth Equity Services, LLC 0.01% Add +14.6% 227,517 $9.3M
Assetmark, Inc. 0.02% Reduce -38.0% 221,697 $9.0M
D.A. Davidson & Co. 0.07% Add +7.8% 220,998 $9.0M
Full Sail Capital, LLC 0.57% Reduce -0.1% 219,256 $8.9M
Equitable Holdings, Inc. 0.08% Add +0.1% 218,027 $8.9M
Keybank National Association 0.03% Reduce -0.6% 212,692 $8.7M
Estate Counselors, LLC 0.92% Reduce -41.8% 211,213 $8.6M
Capital Wealth Management, LLC 3.59% Reduce -0.0% 205,831 $8.4M
Brio Consultants, LLC 1.28% Add +3.1% 201,610 $8.2M
Certified Advisory Corp 0.88% Add +5.7% 198,437 $8.1M
Corient Private Wealth LP 0.01% Add +7.1% 210,962 $7.8M
Astor Investment Management LLC 3.98% Add +412.7% 191,035 $7.8M
Olympus Wealth Management, LLC 2.74% Reduce -3.7% 185,349 $7.5M
Prospera Financial Services Inc 0.18% Add +124.5% 185,100 $7.5M
First Interstate Bank 0.46% Reduce -2.7% 184,776 $7.5M
Cordatus Wealth Management LLC 1.97% Add +241.1% 183,591 $7.5M
Prasad Wealth Partners, LLC 2.35% — 178,269 $7.3M
RFG Advisory, LLC 0.20% Reduce -35.5% 177,257 $7.2M
Susquehanna International Group, LLP 0.01% Reduce -70.3% 177,080 $7.2M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +2.2% 170,871 $6.9M
PNC Financial Services Group, Inc. 0.00% Reduce -44.5% 169,796 $6.9M
Quantitative Investment Management, LLC 0.51% New 168,638 $6.9M
Baker Avenue Asset Management, LP 0.21% Add +171.1% 168,328 $6.8M
Private Advisor Group, LLC 0.04% Reduce -32.7% 167,246 $6.8M
Pathstone Holdings, LLC 0.03% Add +0.5% 164,144 $6.7M
Graypoint LLC 0.40% Reduce -4.2% 162,778 $6.6M
Castleark Management LLC 0.23% Reduce -35.9% 160,370 $6.5M
Rockefeller Capital Management L.P. 0.02% Add +9.8% 157,822 $6.4M
Capital Advisors Wealth Management, LLC 1.14% Add +553.4% 157,413 $6.4M
Private Advisory Group LLC 0.71% Add +37.3% 155,791 $6.3M
Janney Montgomery Scott LLC 0.02% Reduce -87.5% 153,124 $6.2M
Armstrong Advisory Group, Inc. 0.49% Add +2.7% 151,627 $6.2M
Choreo, LLC 0.09% Add +5.6% 150,767 $6.1M
Avantax Advisory Services, Inc. 0.04% Add +18.2% 150,517 $6.1M
AE Wealth Management LLC 0.05% Add +39.1% 149,471 $6.1M
Integrated Advisors Network LLC 0.29% Add +10.3% 148,001 $6.0M
Fortis Group Advisors, LLC 1.10% Reduce -45.8% 144,952 $5.9M
Solano Wealth Investment Advisors LLC 3.54% — 144,628 $5.9M
Beacon Pointe Advisors, LLC 0.07% Reduce -7.3% 144,309 $5.9M
Algorithmic Investment Models, LLC 4.35% Add +35.4% 138,842 $5.6M
Citigroup Inc. 0.01% Add +1.4% 137,821 $5.6M
Ayalon Insurance Comp Ltd. 1.70% No change 135,604 $5.5M
Ferguson Wellman Capital Management, Inc. 0.10% Add +1309.4% 134,791 $5.5M
Invenio Wealth Partners LLC 2.29% New 134,602 $5.5M
Adams Wealth Management 1.04% Add +25.8% 134,119 $5.5M
CacheTech Inc. 1.02% Add +25.8% 134,119 $5.5M
Financial Advocates Investment Management 0.31% Reduce -2.5% 132,323 $5.4M
First Merchants Corp. 0.21% Reduce -2.7% 131,114 $5.3M
GeoWealth Management, LLC 0.17% Reduce -17.2% 130,853 $5.3M
Geneos Wealth Management Inc. 0.18% Add +2.6% 127,195 $5.2M
Arrow Financial Corp 0.49% Add +1353.0% 126,879 $5.2M
Capital Insight Partners, LLC 0.86% Add +7.5% 121,994 $5.0M
Lake Hills Wealth Management, LLC 3.39% New 121,841 $5.0M
Jessup Wealth Management, Inc 2.08% Reduce -2.1% 119,977 $4.9M
Legacy Private Trust Co. 0.32% Add +3.6% 119,960 $4.9M
Aspect Partners, LLC 2.79% Reduce -0.4% 118,983 $4.8M
Cullen Capital Management, LLC 0.06% New 117,959 $4.8M
Rothschild Capital Partners, LLC 1.16% Add +14.9% 117,174 $4.8M
Balyasny Asset Management L.P. 0.01% Add +231.4% 116,327 $4.7M
Citizens Financial Group Inc. 0.09% Add +15.6% 114,451 $4.7M
Peak Retirement Planning, Inc. 3.09% — 111,891 $4.6M
JFS Wealth Advisors, LLC 0.31% Add +13.3% 112,558 $4.6M
PSI Advisors, LLC 1.32% Reduce -1.6% 109,742 $4.5M
Robertson Stephens Wealth Management, LLC 0.16% Reduce -50.2% 109,457 $4.5M
Clarity Financial LLC 0.53% Reduce -2.5% 108,599 $4.4M
KFG Wealth Management, LLC 0.82% Add +30.6% 108,014 $4.4M
Atria Investments, Inc 0.05% Add +26.4% 107,559 $4.4M
Gladstone Institutional Advisory LLC 0.20% Add +20.1% 105,616 $4.3M
Investment Management Corp. /Va/ 3.84% — 105,550 $4.3M
Sanctuary Advisors, LLC 0.03% Reduce -11.9% 103,060 $4.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.02% No change 104,758 $4.3M
M&T Bank Corp 0.01% Reduce -0.9% 104,280 $4.2M
Capital Investment Advisors, LLC 0.08% Add +0.1% 102,471 $4.2M
IHT Wealth Management, LLC 0.13% Reduce -18.0% 101,932 $4.1M
Spire Wealth Management 0.13% Add +2.7% 101,812 $4.1M
KCM Investment Advisors LLC 0.14% Add +3.0% 100,719 $4.1M
Foster & Motley Inc. 0.27% Reduce -4.8% 100,722 $4.1M
Landmark Wealth Management, Inc. 1.98% Reduce -8.1% 99,825 $4.1M
Aptus Capital Advisors, LLC 0.05% Add +749.4% 99,395 $4.0M
Nelson Capital Management, LLC 0.67% Reduce -0.3% 98,731 $4.0M
New England Capital Financial Advisors LLC 1.96% Add +3.7% 98,589 $4.0M
Private Wealth Advisors, LLC 1.74% Reduce -0.6% 98,386 $4.0M
Integrated Wealth Concepts LLC 0.05% Reduce -16.6% 98,155 $4.0M
StrongBox Wealth, LLC 1.66% Reduce -0.7% 96,567 $3.9M
Oppenheimer & Co. Inc. 0.06% Add +121.7% 95,321 $3.9M
Northern Trust Corp. 0.00% Reduce -6.0% 93,994 $3.8M
Schonfeld Strategic Advisors LLC 0.02% Add +575.4% 93,121 $3.8M
Chemung Canal Trust Co. 0.78% Add +122.8% 92,325 $3.8M
OneDigital Investment Advisors LLC 0.04% Add +0.2% 91,542 $3.7M
Evergreen Capital Management LLC 0.12% Reduce -0.1% 90,104 $3.7M
Harbour Investments, Inc. 0.10% Add +41.0% 88,793 $3.6M
Arkansas Financial Group, Inc. 0.57% Add +10.8% 87,184 $3.5M
1ST Source Bank 0.20% Add +0.9% 85,643 $3.5M
GTS Securities LLC 0.17% Reduce -62.7% 84,969 $3.5M
Jane Street Group, LLC 0.01% Add +358.8% 84,099 $3.4M
Palumbo Wealth Management LLC 1.25% Add +3.7% 82,285 $3.3M
Chesley Taft & Associates LLC 0.15% Add +2.9% 80,360 $3.3M
CAP Partners, LLC 2.26% Add +1.9% 78,999 $3.2M
Stephens Inc. 0.04% Add +6.1% 77,887 $3.2M
Creative Financial Designs Inc. 0.26% Add +0.7% 77,444 $3.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -6.6% 76,838 $3.1M
Orion Portfolio Solutions, LLC 0.03% Reduce -6.6% 76,838 $3.1M
EP Wealth Advisors, LLC 0.03% Add +47.7% 76,511 $3.1M
Banco BTG Pactual S.A. 0.73% New 77,089 $3.1M
Forbes J M & Co. LLP 0.30% No change 76,050 $3.1M
Atria Wealth Solutions, Inc. 0.03% Add +17.3% 75,123 $3.1M
Cardiff Park Advisors, LLC 0.29% No change 74,591 $3.0M
Bar Harbor Wealth Management 0.20% Add +3.7% 74,335 $3.0M
Truist Financial Corp. 0.00% Reduce -93.5% 72,993 $3.0M
Vickerman Investment Advisors, Inc. 0.79% Reduce -3.4% 71,874 $2.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.04% Add +4.6% 67,590 $2.7M
Prentice Wealth Management LLC 0.79% Add +3.6% 67,004 $2.7M
Brookstone Capital Management 0.04% Reduce -5.8% 66,913 $2.7M
West Financial Advisors, LLC 0.52% Add +13.6% 66,005 $2.7M
IMZ Advisory Inc 1.22% Add +52.9% 65,864 $2.7M
Paladin Advisory Group, LLC 1.97% Reduce -0.8% 63,142 $2.6M
NBT Bank, N.A. 0.18% Reduce -0.4% 62,854 $2.6M
Alpha Cubed Investments, LLC 0.12% New 61,838 $2.5M
Bailard, Inc. 0.06% Add +5.0% 61,599 $2.5M
Dakota Wealth Management 0.06% Reduce -15.2% 61,502 $2.5M
AlphaMark Advisors, LLC 1.08% Add +2.0% 61,111 $2.5M
Pacific Center for Financial Services 0.64% Add +7.6% 60,948 $2.5M
Mutual Advisors, LLC 0.07% Reduce -12.7% 59,609 $2.4M
Signal Advisors Wealth, LLC 0.28% Add +119.8% 60,185 $2.4M
Jacobi Capital Management LLC 0.18% Add +13.5% 60,092 $2.4M
NewEdge Advisors, LLC 0.01% Add +20.7% 59,501 $2.4M
Western Wealth Management, LLC 0.13% Reduce -39.9% 59,105 $2.4M
TD Waterhouse Canada Inc. 0.02% Reduce -0.4% 58,642 $2.4M
Sound Income Strategies, LLC 0.15% Add +1.9% 58,321 $2.4M
Trek Financial, LLC 0.17% Reduce -23.5% 56,992 $2.3M
IMPACTfolio, LLC 1.20% New 56,673 $2.3M
SG Americas Securities, LLC 0.01% Reduce -43.6% 56,381 $2.3M
Horizon Financial Services, LLC 1.29% Add +1.3% 56,256 $2.3M
CreativeOne Wealth, LLC 0.07% Add +28.0% 56,156 $2.3M
WBH Advisory Inc. 0.21% Reduce -2.2% 55,902 $2.3M
Marshall Wace, LLP 0.00% New 55,890 $2.3M
Altura Wealth Advisors Inc. 1.67% Reduce -8.5% 55,644 $2.3M
Pinkerton Wealth, LLC 0.33% Add +7.2% 55,194 $2.2M
Old National Bancorp 0.05% Reduce -5.8% 54,294 $2.2M
Manske Wealth Management 0.84% — 52,270 $2.1M
Talon Private Wealth, LLC 0.43% Add +156.0% 51,108 $2.1M
Compound Planning, Inc. 0.10% Add +35.5% 50,864 $2.1M
Symmetry Partners, LLC 0.29% New 50,401 $2.0M
Foguth Wealth Management, LLC. 0.53% Add +72.4% 48,973 $2.0M
Savant Capital, LLC 0.02% Reduce -4.3% 49,809 $2.0M
Asset Allocation Strategies LLC 0.48% Reduce -26.8% 47,250 $2.0M
Benjamin Edwards Inc. 0.03% Reduce -22.6% 48,506 $2.0M
Pinnacle Financial Partners Inc 0.04% Add +22.9% 47,244 $1.9M
Triangle Securities Wealth Management 0.49% Add +19.8% 46,959 $1.9M
CX Institutional 0.08% Add +7.1% 46,877 $1.9M
Pallas Capital Advisors LLC 0.08% Add +0.1% 46,519 $1.9M
Premier Path Wealth Partners, LLC 0.29% Add +6.1% 46,410 $1.9M
Beacon Bank & Trust 0.44% New 46,316 $1.9M
CoreCap Advisors, LLC 0.09% Reduce -19.3% 46,259 $1.9M
Provident Co of the Employees of the Hebrew University LTD 2.19% Add +1.4% 46,236 $1.9M
Blue Chip Partners, LLC 0.16% Add +148.7% 45,833 $1.9M
Flagship Harbor Advisors, LLC 0.10% Add +89.4% 45,511 $1.9M
RPg Family Wealth Advisory, LLC 0.65% Add +19.7% 45,304 $1.8M
Legacy Capital Group California, Inc. 0.56% New 44,865 $1.8M
Redwood Financial Network Corp 1.35% Add +4.1% 44,697 $1.8M
Winthrop Capital Management, LLC 0.48% Reduce -0.9% 44,900 $1.8M
Park Avenue Securities LLC 0.02% Reduce -58.6% 43,511 $1.8M
Ignite Planners, LLC 0.38% Add +4.3% 42,741 $1.7M
TAP Consulting, LLC 0.36% Reduce -6.5% 42,872 $1.7M
Good Life Advisors, LLC 0.13% Reduce -0.8% 42,785 $1.7M
Innealta Capital, LLC 0.85% Reduce -69.9% 42,705 $1.7M
Comerica Bank 0.01% Reduce -15.6% 42,280 $1.7M
Wolverine Trading, LLC 0.04% New 42,264 $1.7M
Advisory Services Network, LLC 0.03% Reduce -6.8% 41,907 $1.7M
Providence First Trust Co 0.64% Add +69.5% 41,761 $1.7M
Proquility Private Wealth Partners, LLC 0.55% Reduce -2.4% 41,759 $1.7M
Barclays PLC 0.00% Reduce -50.9% 41,726 $1.7M
HHM Wealth Advisors, LLC 0.22% Reduce -1.6% 40,516 $1.6M
Castle Wealth Management LLC 0.65% Add +71.0% 40,335 $1.6M
Fifth Third Bancorp 0.01% Reduce -0.3% 40,305 $1.6M
Centennial Bank 0.77% Reduce -4.6% 40,063 $1.6M
Copia Wealth Management 1.50% — 38,700 $1.6M
111 Capital 0.33% — 38,197 $1.6M
Global Retirement Partners, LLC 0.04% Add +299.6% 38,053 $1.5M
CTC Alternative Strategies, Ltd. 1.97% New 37,350 $1.5M
Horizons Wealth Management 1.18% Add +4.1% 37,311 $1.5M
Transamerica Financial Advisors, LLC 0.15% Add +1.4% 36,933 $1.5M
LexAurum Advisors, LLC 0.30% Reduce -0.3% 36,395 $1.5M
Piedmont Capital Management, LLC 0.89% Add +5.2% 36,621 $1.5M
Zuckerman Investment Group, LLC 0.14% Add +9.4% 35,356 $1.5M
Channel Wealth LLC 0.47% Reduce -25.0% 35,674 $1.5M
Richard W. Paul & Associates, LLC 0.52% Add +0.2% 35,060 $1.4M
Seaview Investment Managers LLC 0.39% Reduce -32.1% 35,054 $1.4M
Collaborative Wealth Managment Inc. 0.64% Reduce -5.0% 34,637 $1.4M
Ballast Advisors LLC 0.43% Add +4.6% 34,472 $1.4M
Atlanta Consulting Group Advisors, LLC 0.51% Reduce -36.4% 34,226 $1.4M
Krilogy Financial LLC 0.09% Add +9.8% 33,846 $1.4M
Alpine Global Management, LLC 0.46% New 33,120 $1.3M
Concentric Capital Strategies, LP 0.08% Reduce -69.8% 33,106 $1.3M
NorthCoast Asset Management LLC 0.01% Add +14.6% 32,926 $1.3M
Amica Retiree Medical Trust 1.27% Reduce -9.4% 32,915 $1.3M
Flow Traders U.S. LLC 0.05% Add +291.6% 32,908 $1.3M
BLB&B Advisors, LLC 0.07% New 32,472 $1.3M
Scott Capital Advisors, LLC 0.37% Reduce -11.8% 32,847 $1.3M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -5.0% 31,938 $1.3M
RTD Financial Advisors, Inc. 0.17% Reduce -70.9% 31,921 $1.3M
Stillwater Capital Advisors, LLC 0.16% Add +3.4% 31,902 $1.3M
Trust Co 0.15% Add +7.6% 31,842 $1.3M
Callan Capital, LLC 0.09% Reduce -4.2% 31,312 $1.3M
LYNX Capital Group Ltd. 0.73% No change 31,300 $1.3M
Patriot Investment Management Group, Inc. 0.09% Add +2.9% 30,722 $1.2M
Cornerstone Planning Group LLC 0.31% Add +0.1% 29,681 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -13.5% 30,574 $1.2M
US Bancorp \de 0.00% Reduce -11.6% 30,443 $1.2M
Mercer Global Advisors Inc. 0.00% Add +3.0% 30,419 $1.2M
Belpointe Asset Management LLC 0.07% Reduce -35.6% 28,125 $1.2M
Blair William & Co. 0.00% Reduce -1.4% 29,876 $1.2M
Oppenheimer Asset Management Inc. 0.01% New 29,712 $1.2M
Quattro Financial Advisors LLC 0.31% New 29,148 $1.2M
Pacific Sun Financial Corp 0.66% Add +13.4% 29,615 $1.2M
Bleakley Financial Group, LLC 0.04% Add +7.7% 29,409 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -43.6% 29,375 $1.2M
Simmons Bank 0.09% Add +28.9% 29,359 $1.2M
Trust Co. of Oklahoma 0.38% Add +0.1% 29,276 $1.2M
O'ROURKE & COMPANY, Inc 0.58% Add +12.0% 29,247 $1.2M
Bank of Nova Scotia 0.00% Reduce -75.6% 28,750 $1.2M
Country Club Bank 0.08% Add +10.7% 28,504 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +40.8% 28,097 $1.1M
Visionary Wealth Advisors 0.07% Reduce -39.0% 27,950 $1.1M
Cerity Partners LLC 0.00% Add +35.4% 27,892 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -6.8% 27,609 $1.1M
Pasadena Private Wealth, LLC 0.23% New 27,523 $1.1M
Ranch Capital Advisors Inc. 0.52% Add +5.8% 27,219 $1.1M
Zullo Investment Group, Inc. 0.44% Reduce -3.1% 26,853 $1.1M
One Wealth Map LLC 0.66% Add +2.6% 25,810 $1.1M
Modera Wealth Management, LLC 0.01% Reduce -0.5% 26,550 $1.1M
Econ Financial Services Corp 0.62% New 26,440 $1.1M
Sowell Financial Services LLC 0.06% Add +35.6% 26,414 $1.1M
Personal Cfo Solutions, LLC 0.21% Add +37.1% 26,353 $1.1M
Fairvoy Private Wealth, LLC 0.28% — 26,332 $1.1M
Foundations Investment Advisors, LLC 0.02% Add +69.4% 26,071 $1.1M
Focus Partners Wealth 0.00% Add +92.2% 25,807 $1.0M
Jones Financial Companies LLLP 0.00% Add +49.2% 25,522 $1.0M
Cornerstone Advisors Asset Management, LLC 0.22% No change 25,233 $1.0M
Whittier Trust Co. 0.01% Add +143.5% 25,162 $1.0M
CENTRAL TRUST Co 0.02% Add +11.7% 24,981 $1.0M
Wealth Advisors of Tampa Bay, LLC 0.43% Reduce -2.5% 24,783 $1.0M
Cascade Financial Partners, LLC 0.13% Add +26.3% 24,729 $1.0M
Magnus Financial Group LLC 0.10% Add +1.6% 24,546 $998K
Associated Banc-Corp 0.03% Add +0.9% 24,333 $990K
Cornerstone Wealth Management, LLC 0.07% Add +1.8% 24,287 $988K
Orange Investment Advisors, Inc. 0.11% Add +8.2% 24,109 $981K
Avior Wealth Management, LLC 0.04% Reduce -0.9% 23,726 $965K
Kestra Private Wealth Services, LLC 0.02% Add +2.3% 23,708 $964K
U.S. Capital Wealth Advisors, LLC 0.03% Add +146.3% 23,267 $946K
Fiduciary Group, LLC 0.09% Add +17.9% 23,243 $945K
Tocqueville Asset Management L.P. 0.01% New 23,231 $945K
WESPAC Advisors SoCal, LLC 0.21% Reduce -31.7% 22,818 $928K
Steward Partners Investment Advisory, LLC 0.01% Reduce -90.7% 22,739 $925K
Moneta Group Investment Advisors LLC 0.01% Add +0.0% 22,638 $921K
James Investment Research, Inc. 0.11% Add +1.3% 22,122 $900K
Summit Financial, LLC 0.03% Add +145.1% 21,929 $892K
Silvia McColl Wealth Management, LLC 0.66% Reduce -0.6% 21,610 $879K
J.W. Cole Advisors, Inc. 0.03% Reduce -1.7% 21,114 $859K
Private Trust Co. NA 0.09% Reduce -27.6% 20,849 $848K
Freedom Investment Management, Inc. 0.07% Reduce -31.7% 20,724 $843K
WealthShield Partners, LLC 0.12% Reduce -1.5% 20,529 $835K
Founders Financial Securities LLC 0.08% Add +43.6% 20,491 $833K
Horizon Investments, LLC 0.02% Add +45.5% 20,382 $829K
Soltis Investment Advisors LLC 0.08% Add +126.9% 20,305 $826K
Venturi Wealth Management, LLC 0.04% Add +61.4% 20,292 $825K
JSF Financial, LLC 0.22% Add +9.8% 20,202 $822K
Arkadios Wealth Advisors 0.04% Add +19.6% 20,134 $819K
Principal Securities, Inc. 0.02% Reduce -12.8% 20,133 $819K
Stonebridge Financial Group, LLC 0.09% — 19,946 $811K
First Trust Advisors LP 0.00% New 19,935 $811K
Sigma Planning Corp 0.03% Reduce -12.3% 19,863 $808K
Sheets Smith Wealth Management 0.10% No change 19,802 $805K
Talisman Wealth Advisors LLC 0.85% Add +4.9% 19,680 $800K
Jackson Hole Capital Partners, LLC 0.16% Reduce -1.1% 19,668 $800K
Kessler Investment Group, LLC 0.38% Add +2.7% 19,533 $794K
Bank of New York Mellon Corp 0.00% Reduce -13.3% 19,507 $793K
Lake Street Private Wealth, LLC 0.13% Add +2.9% 19,425 $790K
Advisory Resource Group 0.17% Add +129.2% 19,194 $781K
Alliance Wealth Advisors, LLC 0.45% Add +7.6% 19,151 $779K
Treynor Bancshares, Inc. 0.82% Add +21.4% 19,067 $775K
Carret Asset Management, LLC 0.08% Reduce -0.6% 19,063 $775K
Cooksen Wealth, LLC 0.71% Add +6.1% 19,003 $773K
Berkeley Capital Partners, LLC 0.21% Add +183.8% 18,958 $771K
Urban Financial Advisory Corp 0.42% Add +3.0% 18,947 $771K
Canal Capital Management, LLC 0.12% New 18,742 $762K
BCS Wealth Management 0.19% Reduce -12.5% 18,585 $756K
FIL Ltd 0.00% Reduce -4.7% 18,533 $754K
&partners 0.01% New 18,370 $750K
Kaizen Financial Strategies 0.42% Reduce -0.7% 18,286 $744K
1900 Wealth Management LLC 0.06% Add +8.7% 17,922 $729K
Martin & Co. Inc. 0.18% Reduce -4.5% 17,837 $725K
Pinnacle Family Advisors, LLC 0.35% Reduce -9.8% 17,815 $725K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -18.9% 17,804 $724K
Sierra Summit Advisors LLC 0.15% Add +33.7% 17,802 $724K
Focus Financial Network, Inc. 0.03% Reduce -0.4% 17,709 $720K
D L Carlson Investment Group Inc. 0.13% Reduce -3.7% 17,645 $718K
Peoples Bank 0.50% Reduce -62.4% 17,632 $717K
Berger Financial Group, Inc 0.05% Reduce -5.9% 17,438 $709K
Contravisory Investment Management, Inc. 0.15% Add +44.9% 17,420 $708K
Liberty Square Wealth Partners LLC 0.26% — 16,838 $708K
Quantinno Capital Management LP 0.01% Add +8.6% 17,290 $703K
Chesapeake Wealth Management 0.24% Add +78.0% 16,982 $691K
Boltwood Capital Management 0.21% Add +0.8% 16,906 $688K
LongView Wealth Management 0.21% Add +26.9% 16,600 $675K
Terra Nova Asset Management LLC 0.51% Add +1.4% 16,482 $670K
Fortis Capital Advisors, LLC 0.23% Reduce -48.3% 15,337 $668K
Glenmede Trust Co. NA 0.00% No change 16,338 $664K
Capital Investment Advisory Services, LLC 0.06% Add +0.2% 16,193 $659K
Creekside Partners 0.34% Reduce -7.3% 16,089 $654K
Clal Insurance Enterprises Holdings Ltd 0.01% No change 16,000 $651K
FMR LLC 0.00% Add +106.1% 15,939 $648K
Beck Bode, LLC 0.12% Reduce -28.6% 15,841 $644K
Captrust Financial Advisors 0.00% New 15,721 $639K
Weinberger Asset Management, Inc 0.27% Add +3.3% 15,656 $637K
Tiaa Trust, National Association 0.00% Reduce -55.5% 15,638 $636K
Cornerstone National Bank & Trust Co 0.29% Add +1.7% 15,593 $634K
Capstone Investment Advisors, LLC 0.01% New 15,464 $629K
Vontobel Holding Ltd. 0.00% Add +26.0% 15,221 $619K
VCI Wealth Management LLC 0.26% Add +69.2% 14,985 $609K
Diversify Advisory Services, LLC 0.03% Reduce -0.8% 15,473 $606K
Waterway Wealth Management, LLC 0.27% Reduce -25.0% 14,879 $605K
Burford Brothers, Inc. 0.30% Add +9.9% 14,848 $604K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -15.7% 14,559 $592K
Orrstown Financial Services Inc. 0.16% Add +5.4% 14,537 $591K
Nwam LLC 0.04% Add +32.6% 14,426 $587K
Elevation Point Wealth Partners, LLC 0.05% Reduce -22.1% 14,386 $585K
Cowa, LLC 0.28% No change 14,286 $581K
Fourth Dimension Wealth, LLC 0.30% — 14,226 $579K
Prostatis Group LLC 0.17% Reduce -79.4% 14,197 $577K
Aveo Capital Partners, LLC 0.06% Reduce -10.4% 14,194 $577K
Rational Advisors, Inc. 0.06% New 14,150 $575K
Hirtle & Co., LLC 0.03% Add +1.8% 14,028 $571K
IFG Advisory, LLC 0.03% New 14,021 $570K
DRW Securities, LLC 0.04% Reduce -53.3% 13,736 $559K
World Equity Group, Inc. 0.12% New 13,704 $557K
Glass Jacobson Investment Advisors llc 0.18% Add +1.8% 13,702 $557K
Banco Santander, S.A. 0.01% Add +24.4% 13,610 $554K
Novare Capital Management LLC 0.05% Reduce -8.6% 13,515 $550K
MontVue Capital Management, Inc. 0.42% Reduce -0.6% 13,490 $549K
Harbour Investment Management LLC 0.24% No change 13,405 $545K
SBI Securities Co., Ltd. 0.02% — 13,355 $543K
True Vision MN LLC 0.31% New 13,006 $529K
10Elms LLP 0.66% — 12,995 $529K
Bedell Frazier Investment Counselling, LLC 0.13% Reduce -92.9% 12,970 $527K
3EDGE Asset Management, LP 0.03% New 12,885 $524K
Texas Yale Capital Corp. 0.02% No change 12,884 $524K
Natixis 0.00% Reduce -0.3% 12,815 $521K
Forefront Analytics, LLC 0.24% Reduce -43.1% 12,735 $518K
Patten & Patten Inc. 0.03% Add +4.5% 12,727 $518K
Monetary Management Group Inc. 0.13% No change 12,568 $511K
Pilgrim Partners Asia Pte Ltd 0.44% — 12,500 $508K
Valmark Advisers, Inc. 0.01% Reduce -28.8% 12,303 $500K
Buckingham Capital Management, Inc. 0.06% Add +2.5% 12,050 $490K
Flputnam Investment Management Co. 0.01% New 12,009 $488K
Legacy Capital Wealth Partners, LLC 0.12% New 11,916 $485K
Dohj, LLC 0.11% Add +14.9% 11,881 $483K
Retirement Planning Co of New England, Inc. 0.23% Add +6.9% 11,862 $482K
Prevail Innovative Wealth Advisors, LLC 0.14% New 11,792 $480K
Colony Family Offices, LLC 0.15% No change 11,777 $479K
Moulton Wealth Management, Inc. 0.37% Add +110.1% 11,754 $478K
Luminist Capital LLC 0.83% — 11,700 $476K
DT Investment Partners, LLC 0.04% Add +143.6% 11,574 $471K
Fairway Wealth LLC 0.21% Reduce -10.3% 11,524 $469K
Impact Investors, Inc 0.36% — 11,517 $468K
Snowden Capital Advisors LLC 0.01% Add +1.6% 11,498 $468K
Concurrent Investment Advisors, LLC 0.01% Reduce -64.3% 11,450 $466K
Mechanics Bank Trust Department 0.06% Add +3.4% 11,447 $466K
Nestegg Advisors, Inc. 0.47% — 11,078 $465K
Avitas Wealth Management LLC 0.06% Reduce -5.7% 11,385 $463K
Signet Financial Management, LLC 0.06% New 11,348 $462K
Northwestern Mutual Wealth Management Co. 0.00% Add +440.6% 11,341 $461K
Intergy Private Wealth, LLC 0.17% Reduce -3.9% 11,326 $461K
Householder Group Estate & Retirement Specialist, LLC 0.34% Reduce -3.2% 11,215 $456K
United Asset Strategies, Inc. 0.04% Add +25.4% 11,124 $452K
Caitlin John, LLC 0.31% Reduce -28.9% 11,076 $450K
Bolthouse Investments, LLC 0.41% — 11,042 $449K
Rovin Capital /Ut/ 0.16% Add +39.8% 10,926 $445K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -0.9% 10,880 $443K
DAVENPORT & Co LLC 0.00% Reduce -78.4% 10,854 $441K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -46.6% 10,830 $440K
Independence Bank of Kentucky 0.07% Add +115.1% 10,819 $440K
Tudor Investment Corporation 0.00% Reduce -91.9% 10,816 $440K
17 Capital Partners, LLC 0.28% Add +15.8% 10,742 $437K
Independent Financial Group, LLC 0.01% Add +25.1% 10,615 $432K
Global Financial Private Client, LLC 0.16% Add +53.1% 10,547 $429K
Cranbrook Wealth Management, LLC 0.10% No change 10,402 $423K
HBW Advisory Services LLC 0.04% Add +0.5% 10,313 $419K
Blue Fin Capital, Inc. 0.08% Add +10.7% 10,151 $413K
United Capital Financial Advisors, LLC 0.00% Reduce -5.3% 10,131 $412K
Cullen/Frost Bankers, Inc. 0.01% Add +26.0% 10,124 $412K
Snider Financial Group 0.13% New 10,119 $412K
WMG Financial Advisors, LLC 0.17% New 9,950 $405K
Okabena Investment Services Inc. 0.11% Add +7.1% 9,760 $397K
Atticus Wealth Management, LLC 0.12% Reduce -0.6% 9,511 $387K
Colton Groome Financial Advisors, LLC 0.15% New 9,484 $386K
Apexium Financial, LP 0.02% Add +0.8% 9,471 $385K
Strategic Wealth Partners, Ltd. 0.03% New 9,083 $384K
Peapack Gladstone Financial Corp. 0.01% Add +19.5% 9,425 $383K
Wealth Advisory Solutions, LLC 0.11% Reduce -4.0% 9,373 $381K
Quantessence Capital LLC 0.15% — 9,268 $377K
Csenge Advisory Group 0.02% Reduce -10.1% 9,183 $373K
Wambolt & Associates, LLC 0.12% Reduce -5.2% 9,173 $373K
AMG National Trust Bank 0.01% Add +1.0% 9,059 $368K
Stockman Wealth Management, Inc. 0.06% Add +2.9% 8,966 $365K
Roberts Wealth Advisors, LLC 0.11% Reduce -2.4% 8,909 $358K
Flagstar Securities, Inc. 0.09% Add +0.5% 8,764 $356K
TD Capital Management LLC 0.04% Add +1.1% 8,722 $355K
Golden State Wealth Management, LLC 0.05% — 8,675 $353K
Montag A & Associates Inc. 0.02% Add +0.3% 8,645 $352K
KWB Wealth 0.04% Reduce -0.4% 7,867 $351K
Analyst IMS Investment Management Services Ltd. 0.01% No change 8,579 $349K
Parallax Volatility Advisers, L.P. 0.01% Add +391.5% 8,468 $344K
L & S Advisors Inc 0.04% Add +0.4% 8,459 $344K
MGB Wealth Management, LLC 0.11% No change 8,450 $344K
WealthTrak Capital Management LLC 0.29% — 8,356 $340K
M.E. Allison & Co., Inc. 0.36% — 8,044 $327K
Caldwell Trust Co 0.03% Reduce -5.3% 8,025 $326K
Spinnaker Trust 0.02% Add +1.1% 7,917 $322K
RVW Wealth, LLC 0.03% Reduce -41.3% 7,846 $319K
Mystic Asset Management, Inc. 0.09% New 7,820 $318K
Trilogy Capital Inc. 0.02% Reduce -93.5% 7,816 $318K
Qube Research & Technologies Ltd 0.00% Reduce -67.2% 7,800 $317K
Bragg Financial Advisors, Inc 0.01% Add +24.9% 7,774 $316K
Clear Creek Financial Management, LLC 0.03% Add +0.1% 7,740 $315K
First National Bank of Hutchinson 0.19% No change 7,736 $315K
Betterment LLC 0.00% Add +38.6% 7,636 $311K
Ted Buchan & Co 0.15% No change 7,632 $310K
Scotia Capital Inc. 0.00% Reduce -24.2% 7,603 $309K
Woodmont Investment Counsel LLC 0.02% Reduce -5.5% 7,583 $308K
Perigon Wealth Management, LLC 0.01% Reduce -71.8% 7,471 $307K
Joseph P. Lucia & Associates, LLC 0.14% Add +31.3% 7,500 $305K
IFP Advisors, Inc 0.01% Add +34.5% 7,454 $303K
Stratos Wealth Partners, LTD. 0.00% Reduce -45.8% 7,285 $296K
PFG Investments, LLC 0.02% Add +16.0% 7,255 $295K
FineMark National Bank & Trust 0.01% No change 7,241 $294K
Avestar Capital, LLC 0.03% Add +2.2% 7,228 $294K
Fisher Asset Management 0.00% Add +45.7% 7,179 $292K
Bonfire Financial 0.26% — 7,165 $291K
BCO Wealth Management LLC 0.24% — 7,115 $289K
Tandem Wealth Advisors LLC 0.15% Add +7.0% 7,104 $289K
Simplex Trading, LLC 0.01% Reduce -91.7% 7,090 $288K
Sheaff Brock Investment Advisors, LLC 0.02% Add +0.1% 7,034 $286K
Arax Advisory Partners 0.02% Add +923.1% 7,029 $286K
Bokf, NA 0.00% No change 7,275 $285K
First National Trust Co 0.01% Reduce -4.4% 6,988 $284K
Peak Financial Advisors LLC 0.15% New 6,984 $284K
Wedbush Securities Inc. 0.01% Add +19.6% 6,940 $282K
Pacific Capital Wealth Advisors, Inc. 0.05% New 6,933 $282K
First United Bank & Trust 0.10% Reduce -16.9% 6,905 $281K
Brighton Jones LLC 0.01% New 6,864 $279K
Sherman Asset Management, Inc. 0.26% — 6,855 $279K
Florida Financial Advisors, LLC 0.12% Add +8.8% 6,847 $278K
Matauro, LLC 0.06% — 6,809 $277K
SMART Wealth LLC 0.10% Reduce -84.4% 6,784 $276K
Plimoth Trust Co. LLC 0.07% Add +2.6% 6,714 $273K
Henshaw Capital LLC 0.01% New 6,675 $271K
Wilmington Savings Fund Society, FSB 0.00% Reduce -9.7% 6,625 $269K
NovaPoint Capital, LLC 0.08% Add +6.8% 6,507 $265K
Gallagher Fiduciary Advisors, LLC 0.05% Add +3.9% 6,499 $264K
Lake Street Advisors Group, LLC 0.01% Add +3.8% 6,480 $264K
Crescent Grove Advisors, LLC 0.03% No change 6,442 $262K
Whalerock Point Partners, LLC 0.06% No change 6,400 $260K
Intellus Advisors LLC 0.04% — 6,382 $260K
Arlington Capital Management, Inc. 0.18% Reduce -25.9% 6,275 $255K
Madden Advisory Services, Inc. 0.12% Add +0.2% 6,237 $254K
Kapitalo Investimentos Ltda 0.17% New 6,170 $251K
Core Alternative Capital 0.05% New 6,120 $249K
Atlas Capital Advisors Inc. 0.03% Reduce -45.5% 6,097 $248K
Keebeck Wealth Management 0.04% No change 6,015 $245K
Ally Invest Advisors Inc. 0.02% Add +10.1% 6,014 $245K
Barrett & Company, Inc. 0.10% Add +0.9% 6,008 $244K
TFB Advisors LLC 0.07% Reduce -6.1% 5,967 $243K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -13.4% 5,967 $243K
Conservest Capital Advisors, Inc. 0.03% Reduce -45.0% 5,960 $242K
Larson Financial Group LLC 0.01% Add +2.3% 5,915 $241K
Pines Wealth Management, LLC 0.10% — 6,129 $240K
Newman Dignan & Sheerar, Inc. 0.06% Add +1.2% 5,901 $240K
Elm Partners Management LLC 0.02% Reduce -5.8% 5,896 $240K
Mgo One Seven LLC 0.01% Reduce -10.6% 5,868 $239K
Wealthcare Advisory Partners LLC 0.01% Reduce -48.9% 5,850 $238K
Bank of Montreal 0.00% Reduce -81.1% 5,788 $235K
Sierra Capital LLC 0.03% Add +1.1% 5,783 $235K
Private Portfolio Partners LLC 0.04% Add +0.2% 5,767 $235K
Composition Wealth, LLC 0.00% New 5,753 $234K
Fourpath Capital Management, LLC 0.04% New 5,675 $231K
Calton & Associates, Inc. 0.10% New 5,664 $230K
Breed's Hill Capital LLC 0.12% No change 5,658 $230K
Jefferies Financial Group Inc. 0.00% Reduce -85.1% 5,646 $230K
Prosperity Consulting Group, LLC 0.02% New 5,607 $228K
First Horizon Advisors, Inc. 0.01% Reduce -3.0% 5,594 $228K
Tyche Wealth Partners LLC 0.05% Add +3.2% 5,567 $226K
Point Windward Advisors Inc. 0.08% Reduce -1.0% 5,502 $224K
Sigma Investment Counselors Inc. 0.01% New 5,493 $223K
Hilltop Holdings Inc. 0.01% Reduce -71.1% 5,473 $223K
Almanack Investment Partners, LLC. 0.03% Add +10.6% 5,395 $219K
Solstein Capital, LLC 0.12% No change 5,325 $217K
Roof Eidam Maycock Peralta, LLC 0.06% Add +1.1% 5,274 $214K
Merit Financial Group, LLC 0.00% Add +10.6% 5,264 $214K
Rooted Wealth Advisors, Inc. 0.08% Reduce -17.8% 5,317 $213K
Howard Bailey Securities, LLC 0.08% New 5,227 $213K
Smith Shellnut Wilson LLC 0.09% Reduce -0.6% 5,224 $212K
Pettyjohn, Wood & White, Inc. 0.04% Reduce -5.5% 5,208 $212K
Apollon Wealth Management, LLC 0.00% New 5,207 $212K
Money Concepts Capital Corp. 0.02% New 5,206 $212K
Bowman & Co S.C. 0.11% New 5,202 $212K
Conscious Wealth Investments, LLC 0.14% New 5,132 $211K
Community Trust & Investment Co. 0.01% Reduce -0.3% 5,135 $209K
Verus Capital Partners, LLC 0.02% Reduce -2.6% 5,133 $209K
Dearborn Partners LLC 0.01% New 5,131 $209K
Avidian Wealth Enterprises, LLC 0.01% New 5,072 $206K
American National Bank & Trust 0.02% Add +54.0% 5,015 $204K
Financial Counselors Inc. 0.00% Reduce -6.5% 4,956 $202K
Ethos Financial Group, LLC 0.03% New 4,953 $201K
Flagship Wealth Advisors, LLC 0.12% — 4,830 $196K
AdvisorNet Financial, Inc 0.02% Add +11.9% 4,564 $186K
Group One Trading LLC 0.01% New 4,316 $176K
Raleigh Capital Management Inc. 0.06% Add +7183.9% 4,079 $166K
Global Trust Asset Management, LLC 0.06% Reduce -33.9% 4,060 $165K
GPS Wealth Strategies Group, LLC 0.02% Reduce -8.3% 3,968 $161K
Ancora Advisors LLC 0.00% No change 3,930 $160K
Toronto Dominion Bank 0.00% Add +13077.8% 3,558 $145K
Abound Wealth Management 0.04% Add +1.4% 3,349 $136K
Prestige Wealth Management Group LLC 0.03% Add +35.3% 3,341 $136K
Aventura Private Wealth, LLC 0.07% — 3,310 $135K
Ameriflex Group, Inc. 0.06% — 3,194 $132K
WestEnd Advisors, LLC 0.00% Reduce -99.7% 3,195 $130K
LMR Partners LLP 0.00% New 3,164 $129K
Security National Bank 0.02% Add +5.0% 3,162 $129K
Centaurus Financial, Inc. 0.01% Reduce -53.6% 3,133 $127K
Ascentis Wealth Management, LLC 0.04% No change 2,893 $118K
Walleye Trading LLC 0.00% Reduce -55.1% 2,685 $109K
Medallion Wealth Advisors, LLC 0.05% — 2,669 $109K
Realta Investment Advisors 0.04% Add +43.7% 2,630 $107K
Howe & Rusling Inc. 0.01% Add +189.3% 2,618 $106K
Capital Analysts, LLC 0.00% Add +283.2% 2,617 $106K
Bangor Savings Bank 0.01% Add +72.9% 2,507 $102K
Peoples Financial Services Corp. 0.05% Reduce -0.1% 2,507 $102K
Eastern Bank 0.00% Add +1069.7% 2,433 $99K
LRI Investments, LLC 0.01% No change 2,310 $94K
Bristlecone Advisors, LLC 0.01% No change 2,265 $92K
NorthRock Partners, LLC 0.00% Reduce -0.1% 2,236 $91K
Headlands Technologies LLC 0.01% New 2,201 $90K
Chilton Capital Management LLC 0.00% Add +0.6% 2,200 $89K
Concord Wealth Partners 0.01% Reduce -52.3% 2,181 $89K
Tsfg, LLC 0.02% Reduce -0.5% 2,148 $87K
MilWealth Group LLC 0.02% New 2,136 $87K
Financial Freedom, LLC 0.04% Reduce -81.6% 2,086 $85K
Smithfield Trust Co 0.00% No change 2,047 $84K
Laurel Wealth Advisors LLC 0.01% No change 2,021 $82K
BlackRock, Inc. 0.00% Reduce -95.7% 1,954 $79K
Hexagon Capital Partners LLC 0.01% Reduce -1.1% 1,858 $76K
Front Row Advisors LLC 0.02% No change 1,760 $72K
Capital Advisors, Ltd. LLC 0.01% No change 1,730 $70K
Farther Finance Advisors, LLC 0.00% No change 1,699 $69K
UMB Bank, n.a. 0.00% No change 1,669 $68K
New Wave Wealth Advisors LLC 0.03% New 1,604 $65K
SOA Wealth Advisors, LLC. 0.01% Reduce -1.5% 1,590 $65K
Deutsche Bank AG 0.00% Add +15.7% 1,533 $62K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,507 $61K
O'shaughnessy Asset Management, LLC 0.00% Add +88.8% 1,335 $54K
Viewpoint Capital Management LLC 0.03% No change 1,314 $53K
Clearstead Advisors, LLC 0.00% Reduce -2.7% 1,266 $51K
New Millennium Group LLC 0.03% Reduce -98.9% 1,139 $46K
Federation des caisses Desjardins du Quebec 0.00% No change 1,032 $42K
Barometer Capital Management Inc. 0.02% New 1,030 $42K
National Bank of Canada 0.00% Add +95.2% 1,019 $41K
Pflug Koory, LLC 0.00% Reduce -25.6% 982 $40K
Joseph Group Capital Management 0.02% New 966 $39K
Transce3nd, LLC 0.01% — 960 $39K
Kestra Investment Management, LLC 0.00% New 888 $36K
Continuum Advisory, LLC 0.00% Add +38.6% 879 $36K
Quest 10 Wealth Builders, Inc. 0.03% — 807 $33K
Avion Wealth 0.01% Add +0.8% 805 $32K
Mather Group, Llc. 0.00% No change 744 $30K
Evermay Wealth Management LLC 0.00% No change 735 $30K
Oakworth Capital, Inc. 0.00% Reduce -7.8% 718 $29K
Tortoise Investment Management, LLC 0.00% Add +0.7% 701 $29K
NewSquare Capital LLC 0.00% New 654 $27K
FWL Investment Management, LLC 0.01% New 648 $26K
Wingate Wealth Advisors, Inc. 0.03% — 647 $26K
Transcendent Capital Group LLC 0.01% New 632 $26K
Bollard Group LLC 0.00% Add +1.0% 610 $25K
ORG Partners LLC 0.00% Add +1.0% 610 $25K
Optiver Holding B.V. 0.00% Reduce -3.4% 598 $24K
Parallel Advisors, LLC 0.00% Reduce -1.9% 567 $23K
Financial Management Professionals, Inc. 0.00% No change 528 $21K
Addison Advisors LLC 0.01% Reduce -46.1% 525 $21K
Byrne Asset Management LLC 0.02% Add +92.0% 482 $20K
MTM Investment Management, LLC 0.01% Reduce -9.9% 455 $19K
Strengthening Families & Communities, LLC 0.01% Add +1.0% 391 $16K
Advanced Asset Management Advisors Inc 0.00% No change 389 $16K
NFSG Corp 0.00% No change 386 $16K
Elevation Wealth Partners, LLC 0.01% No change 370 $15K
Minot DeBlois Advisors LLC 0.01% — 364 $15K
Crews Bank & Trust 0.00% — 359 $15K
EPG Wealth Management LLC 0.00% Add +0.9% 352 $14K
Syntax Research, Inc. 0.01% No change 344 $14K
BTG Pactual Asset Management US LLC 0.00% New 353 $14K
Mitchell Sinkler & Starr 0.00% New 325 $13K
CIBC Private Wealth Group LLC 0.00% Reduce -97.3% 326 $13K
Park Square Financial Group, LLC 0.01% — 312 $13K
Concourse Financial Group Securities, Inc. 0.00% Reduce -76.9% 300 $12K
CVA Family Office, LLC 0.00% No change 301 $12K
Truvestments Capital LLC 0.00% No change 300 $12K
Bank of New Hampshire 0.00% No change 300 $12K
Angeles Wealth Management, LLC 0.00% Reduce -89.3% 299 $12K
Vision Financial Markets LLC 0.01% — 282 $11K
Rice Partnership, LLC 0.00% No change 278 $11K
Archer Investment Corp 0.00% Add +0.4% 237 $10K
Investors Research Corp 0.00% No change 232 $9K
Walleye Capital LLC 0.00% Reduce -93.6% 232 $9K
Russell Investments Group, Ltd. 0.00% Add +133.0% 219 $9K
Legacies Wealth LLC 0.01% No change 218 $9K
Valley Wealth Managers, Inc. 0.00% No change 218 $9K
Mark Sheptoff Financial Planning, LLC 0.00% No change 215 $9K
Eukles Asset Management 0.00% No change 215 $9K
Nemes Rush Group LLC 0.00% New 206 $8K
Financial Perspectives, Inc 0.00% Add +1.5% 203 $8K
Tidemark, LLC 0.00% Reduce -32.1% 197 $8K
Heritage Wealth Advisors 0.00% New 185 $8K
Glen Eagle Advisors, LLC 0.00% No change 176 $7K
Webster Bank, N. A. 0.00% No change 170 $7K
Bare Financial Services, Inc 0.00% No change 169 $7K
Founders Financial Alliance, LLC 0.00% No change 155 $6K
Sunbelt Securities, Inc. 0.00% Reduce -61.3% 155 $6K
Arlington Trust Co LLC 0.00% New 150 $6K
Ashton Thomas Securities, LLC 0.00% Reduce -96.5% 146 $6K
Gold Investment Management Ltd. 0.00% No change 145 $6K
Duncker Streett & Co. Inc. 0.00% Reduce -44.0% 140 $6K
Bellevue Asset Management, LLC 0.00% No change 139 $6K
Versant Capital Management, Inc 0.00% No change 136 $6K
GAMMA Investing LLC 0.00% No change 135 $5K
Raffa Wealth Management, LLC 0.00% New 127 $5K
Granite FO LLC 0.00% No change 125 $5K
Hopwood Financial Services, Inc. 0.00% — 124 $5K
Covestor Ltd 0.00% Add +45.5% 112 $5K
JTC Employer Solutions Trustee Ltd 0.00% No change 125 $5K
Sandy Spring Bank 0.00% No change 121 $5K
Cape Investment Advisory, Inc. 0.00% Reduce -20.3% 110 $4K
Activest Wealth Management 0.00% No change 110 $4K
Hazlett, Burt & Watson, Inc. 0.00% Add +20.0% 96 $4K
Salomon & Ludwin, LLC 0.00% No change 98 $4K
Van Hulzen Asset Management, LLC 0.00% New 98 $4K
Mascoma Wealth Management LLC 0.00% No change 96 $4K
Element Wealth, LLC 0.00% No change 95 $4K
Armor Investment Advisors, LLC 0.00% Reduce -31.9% 92 $4K
SouthState Bank Corp 0.00% New 92 $4K
SYM FINANCIAL Corp 0.00% New 86 $3K
Frazier Financial Advisors, LLC 0.00% Add +1.2% 85 $3K
Breakwater Investment Management 0.00% No change 82 $3K
Guardian Wealth Advisors, LLC / NC 0.00% Add +4.2% 74 $3K
Pinnacle Bancorp, Inc. 0.00% No change 67 $3K
REAP Financial Group, LLC 0.00% No change 66 $3K
Smartleaf Asset Management LLC 0.00% No change 65 $3K
Reyes Financial Architecture, Inc. 0.00% — 58 $2K
Evelyn Partners Investment Management (Europe) Ltd 0.00% — 58 $2K
Resources Management Corp. /CT/ 0.00% Reduce -58.8% 56 $2K
Central Pacific Bank - Trust Division 0.00% No change 46 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 41 $2K
Piscataqua Savings Bank 0.00% No change 41 $2K
WR Wealth Planners, LLC 0.00% No change 37 $2K
Legacy Investment Solutions, LLC 0.00% Reduce -70.9% 34 $1K
Legacy Wealth Managment, LLC 0.00% Reduce -70.9% 34 $1K
Manchester Capital Management LLC 0.00% No change 34 $1K
Signaturefd, LLC 0.00% Reduce -86.7% 34 $1K
Key Financial Inc 0.00% No change 31 $1K
Rakuten Securities, Inc. 0.00% Reduce -90.6% 30 $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
McIlrath & Eck, LLC 0.00% No change 22 $895
Davis Capital Management 0.00% No change 18 $732
Register Financial Advisors LLC 0.00% New 18 $732
Cordgrass Capital Advisors, LLC 0.00% No change 18 $732
EverSource Wealth Advisors, LLC 0.00% New 17 $691
Family Manage LLC 0.00% New 14 $569
Lee Danner & Bass Inc. 0.00% New 13 $529
St Germain D J Co. Inc. 0.00% Reduce -83.3% 11 $447
Mattson Financial Services, LLC 0.00% New 8 $357
Accredited Wealth Management, LLC 0.00% — 8 $326
Lanark Financial, Inc. 0.03% — 7 $291
Bogart Wealth, LLC 0.00% No change 6 $244
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $123
AllSquare Wealth Management LLC 0.00% No change 3 $122
Rise Advisors, LLC 0.00% New 2 $82
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -66.7% 1 $60
Menard Financial Group LLC 0.00% New 1 $41
Tucker Asset Management LLC 0.00% New 1 $41
Wood Tarver Financial Group, LLC 0.00% — 15 $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.