SS Real Estate Select SectorXLREETF
13F holders, Q1 2025 (March 31)746holders −19
71new positions
82sold out
3famous investors
$41.09avg. 13F price*
At the end of Q1 2025, 746 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, down 19 from Q4 2024. 71 opened new positions and 82 sold out. The largest holders were Creative Planning ($1.4B), Bank of America Corp. ($798.9M) and Auto-Owners Insurance Co ($447.0M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2025)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $143.5M |
| Exits | 82 | $134.1M |
All 13F filers, Q4 2024 → Q1 2025: 28,408,631 shares bought and 10,131,225 shares sold, net +18,277,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 746 holders
| Creative Planning | 1.36% | Add +8.1% | 34,507,302 | $1.4B |
| Bank of America Corp. | 0.07% | Reduce -3.0% | 19,088,951 | $798.9M |
| Auto-Owners Insurance Co | 11.83% | Add +1641.7% | 13,351,517 | $447.0M |
| Morgan Stanley | 0.02% | Add +8.4% | 6,834,549 | $286.0M |
| Wells Fargo & Company | 0.04% | Add +4.7% | 4,025,561 | $168.5M |
| LPL Financial LLC | 0.06% | Reduce -10.2% | 3,942,327 | $165.0M |
| BNP Paribas Financial Markets | 0.12% | Add +87.4% | 3,611,145 | $151.1M |
| Phoenix Financial Ltd. | 2.26% | Add +46.7% | 3,534,204 | $147.9M |
| Cassaday & Co Wealth Management LLC | 3.64% | Add +1.4% | 3,093,241 | $129.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.89% | Reduce -0.3% | 1,622,231 | $67.9M |
| UBS Group AG | 0.01% | Add +20.3% | 1,403,059 | $58.7M |
| Ameriprise Financial Inc. | 0.02% | Add +105.7% | 1,340,000 | $56.1M |
| Moss Adams Wealth Advisors LLC | 5.58% | New | 1,265,158 | $52.9M |
| Baird Financial Group, Inc. | 0.10% | Add +0.9% | 1,261,073 | $52.8M |
| Capital Investment Advisors, LLC | 1.01% | Add +1105.0% | 1,234,773 | $51.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.8% | 1,156,095 | $48.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.68% | Add +0.0% | 1,150,124 | $48.1M |
| Alps Advisors Inc. | 0.26% | Add +20.3% | 1,083,175 | $45.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.7% | 986,872 | $41.3M |
| Advisory Alpha, LLC | 1.38% | Add +23.2% | 971,421 | $40.5M |
| Menora Mivtachim Holdings LTD. | 0.26% | New | 959,400 | $40.2M |
| CW Advisors, LLC | 0.47% | Add +1.7% | 937,989 | $39.3M |
| Cetera Investment Advisers | 0.06% | Add +3.8% | 706,924 | $29.6M |
| Cornerstone Advisors, LLC | 1.24% | Reduce -0.4% | 688,900 | $28.8M |
| PGIM Custom Harvest LLC | 0.69% | Add +12.9% | 686,521 | $28.7M |
| Factory Mutual Insurance Co. | 0.32% | No change | 659,000 | $27.6M |
| Money Design Co.,Ltd. | 1.35% | Add +1.8% | 644,687 | $27.0M |
| Modern Wealth Management, LLC | 0.82% | Reduce -1.6% | 613,294 | $25.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.9% | 593,100 | $24.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.7% | 590,511 | $24.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.6% | 586,876 | $24.6M |
| Means Investment Co., Inc. | 2.61% | Add +31.0% | 586,531 | $24.5M |
| Meitav Investment House Ltd. | 0.44% | Reduce -65.7% | 567,895 | $23.8M |
| Dean, Jacobson Financial Services, LLC | 16.59% | Reduce -0.1% | 515,347 | $21.6M |
| Quadrature Capital Ltd | 0.47% | Add +34.4% | 501,575 | $21.0M |
| Royal Bank of Canada | 0.00% | Reduce -17.3% | 498,786 | $20.9M |
| Mariner, LLC | 0.03% | Reduce -0.4% | 494,395 | $20.7M |
| Waller Financial Planning Group, Inc. | 5.58% | Add +0.6% | 474,255 | $19.8M |
| Warwick Investment Management, Inc. | 4.09% | Add +0.3% | 470,065 | $19.7M |
| Stadion Money Management, LLC | 1.94% | Reduce -5.0% | 464,892 | $19.5M |
| Agf Management Ltd. | 0.10% | Reduce -2.6% | 464,364 | $19.4M |
| HighTower Advisors, LLC | 0.03% | Add +0.1% | 464,063 | $19.4M |
| Proffitt & Goodson Inc. | 3.15% | Add +2.7% | 456,943 | $19.1M |
| Meiji Yasuda Life Insurance Co | 0.36% | No change | 429,157 | $18.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.80% | Add +9.6% | 425,027 | $17.8M |
| Janney Capital Management LLC | 1.21% | Reduce -2.6% | 420,123 | $17.6M |
| GTS Securities LLC | 0.75% | Add +388.9% | 415,416 | $17.4M |
| Country Trust Bank | 0.43% | Reduce -11.1% | 404,280 | $16.9M |
| Albion Financial Group | 1.11% | Add +10.1% | 376,021 | $15.7M |
| Private Advisor Group, LLC | 0.09% | Add +115.6% | 360,581 | $15.1M |
| Cwm, LLC | 0.06% | Add +13.1% | 351,978 | $14.7M |
| Kingsview Wealth Management, LLC | 0.28% | Reduce -21.8% | 351,408 | $14.7M |
| Ameritas Advisory Services, LLC | 0.59% | Add +4.5% | 350,211 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +50.8% | 342,998 | $14.4M |
| WCG Wealth Advisors LLC | 1.06% | Reduce -13.6% | 332,487 | $13.9M |
| Stonebridge Capital Advisors LLC | 1.11% | Add +2.0% | 325,912 | $13.6M |
| Ballentine Partners, LLC | 0.23% | Add +4.5% | 311,752 | $13.0M |
| Stifel Financial Corp. | 0.01% | Add +1.0% | 309,109 | $12.9M |
| Pathstone Holdings, LLC | 0.06% | Add +88.0% | 308,561 | $12.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.04% | No change | 303,152 | $12.7M |
| Hudock, Inc. | 2.17% | Add +4.0% | 296,185 | $12.4M |
| Trust Asset Management LLC | 1.01% | Add +0.4% | 295,390 | $12.4M |
| Penserra Capital Management LLC | 0.22% | Add +17.1% | 292,949 | $12.3M |
| Amica Mutual Insurance Co. | 1.35% | Reduce -4.4% | 292,706 | $12.3M |
| American Financial Advisors, LLC | 1.75% | Reduce -1.9% | 288,074 | $12.1M |
| MAI Capital Management | 0.09% | Reduce -12.9% | 282,434 | $11.8M |
| Allworth Financial LP | 0.07% | Add +2.4% | 288,713 | $11.7M |
| Barclays PLC | 0.01% | Add +543.9% | 268,672 | $11.2M |
| Flagship Harbor Advisors, LLC | 0.58% | Add +483.3% | 265,464 | $11.1M |
| D.A. Davidson & Co. | 0.09% | Add +19.6% | 264,207 | $11.1M |
| Fortis Group Advisors, LLC | 2.12% | Add +79.7% | 260,441 | $10.9M |
| Tower Research Capital LLC (TRC) | 0.31% | Reduce -36.7% | 253,870 | $10.5M |
| Capital Wealth Management, LLC | 3.95% | Add +10.7% | 227,756 | $9.5M |
| Freestone Capital Holdings, LLC | 0.36% | Reduce -2.8% | 226,910 | $9.5M |
| Private Advisory Group LLC | 1.07% | Add +43.2% | 223,107 | $9.3M |
| Equitable Holdings, Inc. | 0.09% | Add +1.8% | 221,855 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -23.1% | 217,733 | $9.1M |
| Swan Global Investments, LLC | 0.46% | Reduce -7.4% | 216,324 | $9.1M |
| Full Sail Capital, LLC | 0.58% | Reduce -1.5% | 215,936 | $9.0M |
| Estate Counselors, LLC | 0.92% | Add +0.8% | 212,958 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -18.9% | 212,548 | $8.9M |
| Astor Investment Management LLC | 4.70% | Add +10.6% | 211,321 | $8.8M |
| Brio Consultants, LLC | 1.36% | Add +2.8% | 207,256 | $8.7M |
| Keybank National Association | 0.03% | Reduce -3.4% | 205,538 | $8.6M |
| Corient Private Wealth LP | 0.01% | Reduce -4.0% | 202,489 | $8.5M |
| BlackRock, Inc. | 0.00% | Add +10179.6% | 200,863 | $8.4M |
| MML Investors Services, LLC | 0.03% | Reduce -19.4% | 200,146 | $8.4M |
| Prasad Wealth Partners, LLC | 2.70% | Add +10.8% | 197,615 | $8.3M |
| RFG Advisory, LLC | 0.22% | Add +10.5% | 195,796 | $8.2M |
| Certified Advisory Corp | 0.92% | Reduce -2.0% | 194,426 | $8.1M |
| 1832 Asset Management L.P. | 0.01% | New | 187,665 | $7.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +6.4% | 181,807 | $7.6M |
| Adams Wealth Management | 1.48% | Add +34.3% | 180,060 | $7.5M |
| CacheTech Inc. | 1.47% | Add +34.3% | 180,060 | $7.5M |
| First Interstate Bank | 0.45% | Reduce -3.1% | 179,020 | $7.5M |
| AE Wealth Management LLC | 0.06% | Add +16.0% | 173,410 | $7.3M |
| Castleark Management LLC | 0.23% | No change | 160,370 | $6.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +6.4% | 160,171 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.2% | 159,262 | $6.7M |
| D. E. Shaw & Co. | 0.01% | New | 157,534 | $6.6M |
| Solano Wealth Investment Advisors LLC | 3.96% | Add +5.8% | 153,075 | $6.4M |
| Choreo, LLC | 0.10% | Add +0.7% | 151,752 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.4% | 148,089 | $6.2M |
| Armstrong Advisory Group, Inc. | 0.49% | No change | 151,627 | $6.2M |
| Capital Advisors Wealth Management, LLC | 1.06% | Reduce -8.6% | 143,934 | $6.0M |
| Focus Partners Wealth | 0.02% | Add +456.3% | 143,574 | $6.0M |
| DRW Securities, LLC | 0.51% | Add +943.5% | 143,336 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.3% | 140,487 | $5.9M |
| Invenio Wealth Partners LLC | 2.46% | Add +4.0% | 140,001 | $5.9M |
| Peak Retirement Planning, Inc. | 3.24% | Add +24.6% | 139,401 | $5.8M |
| JFS Wealth Advisors, LLC | 0.38% | Add +20.4% | 135,459 | $5.7M |
| Citigroup Inc. | 0.00% | Reduce -2.0% | 135,123 | $5.7M |
| IHT Wealth Management, LLC | 0.18% | Add +32.1% | 134,631 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -15.8% | 132,862 | $5.6M |
| Clarity Financial LLC | 0.62% | Add +18.7% | 128,866 | $5.4M |
| Arrow Financial Corp | 0.60% | Add +1.3% | 128,558 | $5.4M |
| Northern Trust Corp. | 0.00% | Add +34.6% | 126,498 | $5.3M |
| Atria Investments, Inc | 0.07% | Add +15.9% | 124,674 | $5.2M |
| Algorithmic Investment Models, LLC | 3.84% | Reduce -10.4% | 124,460 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -15.8% | 121,520 | $5.1M |
| Assetmark, Inc. | 0.01% | Reduce -46.0% | 119,682 | $5.0M |
| KFG Wealth Management, LLC | 0.91% | Add +10.7% | 119,535 | $5.0M |
| Geneos Wealth Management Inc. | 0.16% | Reduce -7.7% | 117,345 | $4.9M |
| Capital Insight Partners, LLC | 0.86% | Reduce -4.0% | 117,179 | $4.9M |
| Rothschild Capital Partners, LLC | 1.27% | Reduce -0.7% | 116,353 | $4.9M |
| Aspect Partners, LLC | 2.77% | Reduce -2.7% | 115,730 | $4.8M |
| First Merchants Corp. | 0.19% | Reduce -12.3% | 115,000 | $4.8M |
| Baker Avenue Asset Management, LP | 0.15% | Reduce -32.1% | 114,256 | $4.8M |
| KCM Investment Advisors LLC | 0.17% | Add +12.2% | 112,965 | $4.7M |
| Jessup Wealth Management, Inc | 1.98% | Reduce -6.2% | 112,555 | $4.7M |
| PSI Advisors, LLC | 1.49% | Reduce -0.5% | 109,165 | $4.6M |
| Legacy Private Trust Co. | 0.31% | Reduce -9.7% | 108,339 | $4.5M |
| Investment Management Corp. /Va/ | 3.99% | Add +0.2% | 105,802 | $4.4M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.09% | No change | 104,758 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.1% | 104,209 | $4.4M |
| Citizens Financial Group Inc. | 0.08% | Reduce -11.0% | 101,850 | $4.3M |
| Ayalon Insurance Comp Ltd. | 1.37% | Reduce -25.3% | 101,345 | $4.2M |
| StrongBox Wealth, LLC | 1.75% | Add +3.8% | 100,220 | $4.2M |
| Foster & Motley Inc. | 0.26% | Reduce -0.9% | 99,812 | $4.2M |
| Nelson Capital Management, LLC | 0.72% | Add +0.7% | 99,378 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -6.3% | 98,963 | $4.1M |
| Private Wealth Advisors, LLC | 1.74% | Add +0.5% | 98,877 | $4.1M |
| M&T Bank Corp | 0.01% | Reduce -5.5% | 98,541 | $4.1M |
| Truist Financial Corp. | 0.01% | Add +32.1% | 96,423 | $4.0M |
| New England Capital Financial Advisors LLC | 2.05% | Reduce -2.4% | 96,217 | $4.0M |
| Chemung Canal Trust Co. | 0.88% | Add +4.1% | 96,126 | $4.0M |
| Graypoint LLC | 0.25% | Reduce -41.9% | 94,618 | $4.0M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -3.3% | 88,540 | $3.7M |
| SummitTX Capital, L.P. | 0.16% | — | 88,013 | $3.7M |
| 1ST Source Bank | 0.21% | Add +1.1% | 86,559 | $3.6M |
| Waverly Advisors, LLC | 0.04% | New | 85,837 | $3.6M |
| Palumbo Wealth Management LLC | 1.20% | Add +3.8% | 85,432 | $3.6M |
| Proquility Private Wealth Partners, LLC | 1.08% | Add +101.4% | 84,116 | $3.5M |
| Evergreen Capital Management LLC | 0.12% | Reduce -6.8% | 84,011 | $3.5M |
| Arkansas Financial Group, Inc. | 0.61% | Add +5.0% | 91,537 | $3.5M |
| Stephens Inc. | 0.05% | Add +4.6% | 81,489 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -65.0% | 80,725 | $3.4M |
| CAP Partners, LLC | 2.44% | Add +1.6% | 80,302 | $3.4M |
| Chesley Taft & Associates LLC | 0.16% | Reduce -0.3% | 80,119 | $3.4M |
| Summit Financial, LLC | 0.09% | Add +262.0% | 79,386 | $3.3M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -20.6% | 78,934 | $3.3M |
| Altura Wealth Advisors Inc. | 2.13% | Add +38.0% | 76,791 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +0.8% | 75,713 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -23.0% | 75,587 | $3.2M |
| Forbes J M & Co. LLP | 0.30% | Reduce -1.5% | 74,904 | $3.1M |
| Cardiff Park Advisors, LLC | 0.30% | No change | 74,591 | $3.1M |
| SMART Wealth LLC | 1.11% | Add +995.7% | 74,331 | $3.1M |
| Bar Harbor Wealth Management | 0.21% | Reduce -0.1% | 74,268 | $3.1M |
| Vickerman Investment Advisors, Inc. | 0.70% | Add +3.2% | 74,179 | $3.1M |
| Creative Financial Designs Inc. | 0.24% | Reduce -5.4% | 73,249 | $3.1M |
| CreativeOne Wealth, LLC | 0.09% | Add +29.8% | 72,868 | $3.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.06% | Add +6.2% | 71,809 | $3.0M |
| Brookstone Capital Management | 0.04% | Add +6.8% | 71,433 | $3.0M |
| Two Sigma Securities, LLC | 0.45% | New | 70,712 | $3.0M |
| Jacobi Capital Management LLC | 0.21% | Add +14.9% | 69,019 | $2.9M |
| Horizon Financial Services, LLC | 1.60% | Add +21.7% | 68,478 | $2.9M |
| Prentice Wealth Management LLC | 0.82% | Add +0.8% | 67,558 | $2.8M |
| Compound Planning, Inc. | 0.13% | Add +31.8% | 67,054 | $2.8M |
| Spire Wealth Management | 0.09% | Reduce -35.4% | 65,741 | $2.8M |
| Fragasso Financial Advisors Inc | 0.20% | New | 65,636 | $2.7M |
| Paladin Advisory Group, LLC | 2.15% | Add +1.9% | 64,343 | $2.7M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -15.9% | 64,335 | $2.7M |
| Pinkerton Wealth, LLC | 0.35% | Add +15.7% | 63,830 | $2.7M |
| Pacific Center for Financial Services | 0.70% | Add +2.8% | 62,650 | $2.6M |
| NBT Bank, N.A. | 0.19% | Reduce -0.8% | 62,373 | $2.6M |
| GWN Securities Inc. | 0.14% | New | 62,258 | $2.5M |
| Prospera Financial Services Inc | 0.06% | Reduce -67.5% | 60,238 | $2.5M |
| BlueCrest Capital Management Ltd | 0.51% | New | 60,198 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -22.0% | 59,949 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -22.0% | 59,949 | $2.5M |
| Cordatus Wealth Management LLC | 0.69% | Reduce -67.4% | 59,902 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +1.2% | 59,342 | $2.5M |
| Sound Income Strategies, LLC | 0.14% | Add +0.4% | 58,536 | $2.4M |
| Bailard, Inc. | 0.06% | Reduce -5.2% | 58,420 | $2.4M |
| SG Americas Securities, LLC | 0.01% | Add +2.1% | 57,563 | $2.4M |
| CX Institutional | 0.09% | Add +21.5% | 56,942 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -1.9% | 58,462 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.0% | 55,366 | $2.3M |
| Bank of Montreal | 0.00% | Add +851.6% | 55,079 | $2.3M |
| Trek Financial, LLC | 0.17% | Reduce -4.0% | 54,728 | $2.3M |
| WBH Advisory Inc. | 0.21% | Reduce -2.7% | 54,406 | $2.3M |
| Dakota Wealth Management | 0.05% | Reduce -11.7% | 54,291 | $2.3M |
| Manske Wealth Management | 0.84% | Add +2.2% | 53,406 | $2.2M |
| AAFMAA Wealth Management & Trust LLC | 1.01% | New | 53,239 | $2.2M |
| HRT Financial LP | 0.01% | New | 53,112 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +26.3% | 52,939 | $2.2M |
| Western Wealth Management, LLC | 0.14% | Reduce -13.4% | 51,177 | $2.1M |
| Pinnacle Financial Partners Inc | 0.04% | Add +7.4% | 50,741 | $2.1M |
| Triangle Securities Wealth Management | 0.54% | Add +6.7% | 50,097 | $2.1M |
| Legacy Capital Group California, Inc. | 0.72% | Add +10.1% | 49,374 | $2.1M |
| Old National Bancorp | 0.05% | Reduce -10.6% | 48,548 | $2.0M |
| Redwood Financial Network Corp | 1.53% | Add +7.7% | 48,143 | $2.0M |
| Winthrop Capital Management, LLC | 0.54% | Add +5.2% | 47,225 | $2.0M |
| Beacon Bank & Trust | 0.48% | Add +0.9% | 46,741 | $2.0M |
| Providence First Trust Co | 0.79% | Add +11.3% | 46,461 | $1.9M |
| Savant Capital, LLC | 0.02% | Reduce -7.2% | 46,240 | $1.9M |
| Provident Co of the Employees of the Hebrew University LTD | 2.22% | No change | 46,236 | $1.9M |
| Premier Path Wealth Partners, LLC | 0.29% | Reduce -2.5% | 45,225 | $1.9M |
| Comerica Bank | 0.01% | Add +6.4% | 45,001 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +74.2% | 44,470 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +57.4% | 43,901 | $1.8M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -8.1% | 42,754 | $1.8M |
| Banco BTG Pactual S.A. | 0.45% | Reduce -44.7% | 42,648 | $1.8M |
| Copia Wealth Management | 1.64% | Add +9.7% | 42,451 | $1.8M |
| Ignite Planners, LLC | 0.34% | Reduce -1.5% | 42,108 | $1.7M |
| Good Life Advisors, LLC | 0.12% | Reduce -3.1% | 41,450 | $1.7M |
| Talon Private Wealth, LLC | 0.23% | Reduce -19.9% | 40,918 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -64.8% | 40,900 | $1.7M |
| HHM Wealth Advisors, LLC | 0.23% | No change | 40,516 | $1.7M |
| Centennial Bank | 0.81% | Add +1.1% | 40,488 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +0.2% | 40,382 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -54.8% | 40,172 | $1.7M |
| Castle Wealth Management LLC | 0.66% | Reduce -0.4% | 40,163 | $1.7M |
| Atlanta Consulting Group Advisors, LLC | 0.48% | Add +15.0% | 39,355 | $1.6M |
| Piedmont Capital Management, LLC | 1.18% | Add +20.8% | 44,237 | $1.6M |
| Horizons Wealth Management | 1.22% | Add +3.6% | 38,664 | $1.6M |
| US Bancorp \de | 0.00% | Add +26.4% | 38,465 | $1.6M |
| 111 Capital | 0.30% | Reduce -1.1% | 37,762 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.16% | Reduce -0.0% | 36,921 | $1.5M |
| Ballast Advisors LLC | 0.49% | Add +6.7% | 36,784 | $1.5M |
| Richard W. Paul & Associates, LLC | 0.60% | Add +3.8% | 36,395 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.11% | Add +17.9% | 36,238 | $1.5M |
| Econ Financial Services Corp | 0.80% | Add +36.3% | 36,046 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -62.3% | 35,970 | $1.5M |
| LexAurum Advisors, LLC | 0.29% | Reduce -1.4% | 35,881 | $1.5M |
| Zuckerman Investment Group, LLC | 0.16% | Reduce -1.0% | 34,993 | $1.5M |
| Wolverine Trading, LLC | 0.05% | Reduce -16.4% | 35,312 | $1.5M |
| Asset Allocation Strategies LLC | 0.36% | Reduce -27.4% | 34,294 | $1.4M |
| Seaview Investment Managers LLC | 0.35% | Reduce -2.6% | 34,144 | $1.4M |
| Blair William & Co. | 0.00% | Add +14.0% | 34,057 | $1.4M |
| Alpha Cubed Investments, LLC | 0.06% | Reduce -46.0% | 33,405 | $1.4M |
| Callan Capital, LLC | 0.10% | Add +6.1% | 33,224 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.64% | Reduce -5.6% | 32,700 | $1.4M |
| Scott Capital Advisors, LLC | 0.41% | Reduce -0.6% | 32,643 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +311.3% | 32,080 | $1.3M |
| Pacific Sun Financial Corp | 0.76% | Add +7.8% | 31,940 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.19% | Reduce -0.2% | 31,834 | $1.3M |
| LYNX Capital Group Ltd. | 0.67% | No change | 31,300 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.19% | New | 31,279 | $1.3M |
| Quattro Financial Advisors LLC | 0.45% | Add +6.8% | 31,145 | $1.3M |
| Channel Wealth LLC | 0.40% | Reduce -13.1% | 31,013 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -63.1% | 31,013 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +8.3% | 30,426 | $1.3M |
| Advisor Resource Council | 0.10% | New | 32,900 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +3.1% | 30,311 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.62% | Add +2.9% | 30,091 | $1.3M |
| Trust Co. of Oklahoma | 0.43% | Add +2.5% | 30,011 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Add +25.8% | 29,839 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.3% | 29,629 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Reduce -39.3% | 29,461 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.4% | 29,395 | $1.2M |
| Simmons Bank | 0.09% | Add +0.0% | 29,366 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -10.9% | 29,346 | $1.2M |
| Cornerstone Planning Group LLC | 0.29% | Add +1.3% | 30,069 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Add +10.0% | 29,062 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +165.4% | 28,741 | $1.2M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -52.7% | 28,451 | $1.2M |
| Vantage Financial Partners, LLC | 0.29% | New | 28,305 | $1.2M |
| Krilogy Financial LLC | 0.08% | Reduce -17.0% | 28,094 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Reduce -14.8% | 27,676 | $1.2M |
| Quantinno Capital Management LP | 0.01% | Add +58.6% | 27,429 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +15.5% | 27,386 | $1.1M |
| Ranch Capital Advisors Inc. | 0.54% | Reduce -0.4% | 27,104 | $1.1M |
| Orange Investment Advisors, Inc. | 0.14% | Add +12.3% | 27,084 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -6.1% | 26,990 | $1.1M |
| Amica Retiree Medical Trust | 1.70% | Reduce -19.3% | 26,569 | $1.1M |
| JSF Financial, LLC | 0.29% | Add +31.4% | 26,551 | $1.1M |
| Olympus Wealth Management, LLC | 0.48% | Reduce -85.8% | 26,382 | $1.1M |
| Zullo Investment Group, Inc. | 0.47% | Reduce -2.0% | 26,314 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Reduce -43.1% | 26,297 | $1.1M |
| Country Club Bank | 0.07% | Reduce -6.8% | 26,559 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -80.0% | 26,222 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.5% | 26,150 | $1.1M |
| Fiduciary Group, LLC | 0.11% | Add +12.4% | 26,130 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Reduce -82.4% | 26,083 | $1.1M |
| Proficio Capital Partners LLC | 0.08% | New | 26,050 | $1.1M |
| Innealta Capital, LLC | 0.58% | Reduce -40.4% | 25,465 | $1.1M |
| AlphaStar Capital Management, LLC | 0.11% | New | 25,443 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.22% | No change | 25,233 | $1.1M |
| Lineweaver Wealth Advisors, LLC | 0.18% | New | 25,206 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +7.6% | 25,041 | $1.0M |
| Landmark Wealth Management, Inc. | 0.50% | Reduce -75.1% | 24,854 | $1.0M |
| Associated Banc-Corp | 0.03% | Add +2.1% | 24,835 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -5.2% | 24,713 | $1.0M |
| Visionary Wealth Advisors | 0.06% | Reduce -11.7% | 24,691 | $1.0M |
| One Wealth Map LLC | 0.68% | Reduce -0.3% | 25,727 | $1.0M |
| Wealth Advisors of Tampa Bay, LLC | 0.41% | Reduce -2.0% | 24,278 | $1.0M |
| Wealth Alliance Advisory Group, LLC | 0.21% | New | 24,273 | $1.0M |
| Magnus Financial Group LLC | 0.10% | Reduce -1.3% | 24,238 | $1.0M |
| XTX Topco Ltd | 0.05% | New | 23,999 | $1.0M |
| Jefferies Financial Group Inc. | 0.02% | Add +324.4% | 23,964 | $1.0M |
| Iyo Bank, Ltd. | 0.32% | New | 23,696 | $992K |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -5.3% | 23,003 | $963K |
| First Trust Advisors LP | 0.00% | Add +12.5% | 22,418 | $938K |
| Silvia McColl Wealth Management, LLC | 0.71% | Add +3.4% | 22,349 | $935K |
| WESPAC Advisors SoCal, LLC | 0.24% | Reduce -2.2% | 22,317 | $934K |
| Financial Advocates Investment Management | 0.07% | Reduce -83.2% | 22,207 | $929K |
| Eschler Asset Management LLP | 2.24% | New | 21,605 | $904K |
| James Investment Research, Inc. | 0.11% | Reduce -2.4% | 21,599 | $904K |
| Whittier Trust Co. | 0.01% | Reduce -14.7% | 21,456 | $898K |
| Alliance Wealth Advisors, LLC | 0.52% | Add +10.9% | 21,242 | $889K |
| Urban Financial Advisory Corp | 0.48% | Add +10.4% | 20,921 | $876K |
| Marshall Wace, LLP | 0.00% | Reduce -62.6% | 20,874 | $874K |
| Talisman Wealth Advisors LLC | 0.89% | Add +5.8% | 20,817 | $871K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -8.3% | 20,750 | $868K |
| Advisory Resource Group | 0.18% | Add +7.5% | 20,639 | $864K |
| Cascade Financial Partners, LLC | 0.11% | Reduce -18.5% | 20,147 | $843K |
| Jackson Hole Capital Partners, LLC | 0.17% | Add +1.9% | 20,033 | $838K |
| Lake Street Private Wealth, LLC | 0.14% | Add +3.0% | 20,010 | $837K |
| Sheets Smith Wealth Management | 0.10% | Reduce -0.1% | 19,778 | $828K |
| Principal Securities, Inc. | 0.02% | No change | 20,133 | $819K |
| Kaizen Financial Strategies | 0.47% | Add +6.7% | 19,508 | $816K |
| Chesapeake Wealth Management | 0.29% | Add +14.6% | 19,460 | $814K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 19,424 | $813K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -94.3% | 18,309 | $797K |
| 3EDGE Asset Management, LP | 0.05% | Add +48.5% | 19,132 | $793K |
| Arkadios Wealth Advisors | 0.03% | Reduce -6.0% | 18,932 | $792K |
| Pilgrim Partners Asia Pte Ltd | 0.75% | Add +51.2% | 18,900 | $791K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +99.1% | 18,761 | $785K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -9.7% | 18,722 | $784K |
| Trust Co | 0.09% | Reduce -41.5% | 18,623 | $779K |
| Sierra Summit Advisors LLC | 0.17% | Add +3.6% | 18,438 | $772K |
| Carret Asset Management, LLC | 0.09% | Reduce -4.5% | 18,213 | $762K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.0% | 18,166 | $760K |
| Private Trust Co. NA | 0.08% | Reduce -13.2% | 18,103 | $758K |
| LongView Wealth Management | 0.23% | Add +8.4% | 17,987 | $753K |
| Martin & Co. Inc. | 0.15% | Add +0.7% | 17,962 | $752K |
| 1900 Wealth Management LLC | 0.06% | No change | 17,922 | $750K |
| Focus Financial Network, Inc. | 0.03% | Add +0.5% | 17,789 | $744K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -42.0% | 17,737 | $742K |
| FIL Ltd | 0.00% | Reduce -4.5% | 17,705 | $741K |
| Soltis Investment Advisors LLC | 0.07% | Reduce -13.0% | 17,658 | $739K |
| Peoples Bank | 0.50% | No change | 17,632 | $738K |
| BCS Wealth Management | 0.19% | Reduce -5.2% | 17,618 | $737K |
| Sigma Planning Corp | 0.02% | Reduce -11.4% | 17,605 | $737K |
| Tudor Investment Corporation | 0.01% | Add +60.1% | 17,322 | $725K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -45.8% | 17,316 | $725K |
| Berger Financial Group, Inc | 0.05% | Reduce -1.1% | 17,246 | $722K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +5.7% | 17,111 | $716K |
| Rational Advisors, Inc. | 0.07% | Add +20.5% | 17,057 | $714K |
| &partners | 0.01% | Reduce -6.4% | 17,193 | $712K |
| Foguth Wealth Management, LLC. | 0.17% | Reduce -65.3% | 16,989 | $711K |
| IMZ Advisory Inc | 0.32% | Reduce -74.3% | 16,951 | $709K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -26.7% | 16,677 | $698K |
| Waterway Wealth Management, LLC | 0.29% | Add +12.0% | 16,670 | $698K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 16,670 | $698K |
| Terra Nova Asset Management LLC | 0.54% | Add +0.3% | 16,538 | $692K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -84.9% | 16,517 | $691K |
| Liberty Square Wealth Partners LLC | 0.26% | Reduce -2.2% | 16,466 | $689K |
| Boltwood Capital Management | 0.21% | Reduce -2.6% | 16,461 | $689K |
| Glenmede Trust Co. NA | 0.00% | No change | 16,338 | $684K |
| Cresset Asset Management, LLC | 0.00% | Reduce -44.7% | 16,255 | $680K |
| Creekside Partners | 0.35% | Add +0.4% | 16,147 | $676K |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | No change | 16,000 | $670K |
| Fourth Dimension Wealth, LLC | 0.32% | Add +11.6% | 15,880 | $665K |
| SBI Securities Co., Ltd. | 0.02% | Add +18.9% | 15,872 | $664K |
| Texas Yale Capital Corp. | 0.03% | Add +22.7% | 15,811 | $662K |
| Orrstown Financial Services Inc. | 0.16% | Add +8.2% | 15,732 | $658K |
| FMR LLC | 0.00% | Reduce -1.4% | 15,710 | $657K |
| Banco Santander, S.A. | 0.01% | Add +15.1% | 15,663 | $655K |
| Belpointe Asset Management LLC | 0.03% | Reduce -44.4% | 15,637 | $654K |
| Fortis Capital Advisors, LLC | 0.13% | Add +1.9% | 15,625 | $654K |
| Weinberger Asset Management, Inc | 0.28% | Reduce -0.5% | 15,585 | $652K |
| Cooksen Wealth, LLC | 0.65% | Reduce -14.2% | 16,308 | $645K |
| DT Investment Partners, LLC | 0.06% | Add +32.7% | 15,359 | $643K |
| Novare Capital Management LLC | 0.06% | Add +12.7% | 15,232 | $637K |
| RTD Financial Advisors, Inc. | 0.09% | Reduce -52.6% | 15,134 | $633K |
| IFG Advisory, LLC | 0.04% | Add +7.8% | 15,111 | $632K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -95.2% | 14,782 | $619K |
| Valmark Advisers, Inc. | 0.01% | Add +19.7% | 14,731 | $616K |
| Founders Financial Securities LLC | 0.05% | Reduce -26.5% | 15,056 | $614K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -1.7% | 14,137 | $592K |
| Cowa, LLC | 0.25% | Reduce -1.2% | 14,109 | $590K |
| Tiaa Trust, National Association | 0.00% | Reduce -10.8% | 13,957 | $584K |
| CENTRAL TRUST Co | 0.01% | Reduce -44.4% | 13,882 | $581K |
| Cornerstone National Bank & Trust Co | 0.26% | Reduce -11.3% | 13,824 | $579K |
| Hirtle & Co., LLC | 0.03% | Reduce -1.7% | 13,787 | $577K |
| Impact Investors, Inc | 0.45% | Add +19.3% | 13,740 | $575K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -11.7% | 13,658 | $572K |
| Beck Bode, LLC | 0.11% | Reduce -14.2% | 13,595 | $569K |
| Burford Brothers, Inc. | 0.27% | Reduce -9.0% | 13,509 | $565K |
| Avestar Capital, LLC | 0.05% | Add +86.2% | 13,458 | $563K |
| Contravisory Investment Management, Inc. | 0.12% | Reduce -22.8% | 13,443 | $563K |
| MontVue Capital Management, Inc. | 0.45% | Reduce -0.7% | 13,401 | $561K |
| Glass Jacobson Investment Advisors llc | 0.18% | No change | 13,702 | $557K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -5.6% | 13,405 | $557K |
| Harbour Investment Management LLC | 0.25% | Reduce -2.2% | 13,105 | $548K |
| 10Elms LLP | 0.64% | Reduce -0.6% | 12,915 | $540K |
| Patten & Patten Inc. | 0.04% | Add +1.3% | 12,897 | $540K |
| VCI Wealth Management LLC | 0.23% | Reduce -14.3% | 12,835 | $537K |
| Natixis | 0.00% | Add +0.0% | 12,816 | $535K |
| Monetary Management Group Inc. | 0.14% | Add +1.6% | 12,768 | $534K |
| 17 Capital Partners, LLC | 0.34% | Add +18.7% | 12,747 | $533K |
| Medallion Wealth Advisors, LLC | 0.24% | Add +376.9% | 12,728 | $533K |
| Lido Advisors, LLC | 0.00% | New | 12,584 | $527K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.9% | 12,581 | $527K |
| Group One Trading LLC | 0.02% | Add +187.9% | 12,425 | $520K |
| WealthShield Partners, LLC | 0.07% | Reduce -39.7% | 12,383 | $518K |
| Atlas Capital Advisors Inc. | 0.06% | Add +96.4% | 11,977 | $501K |
| Retirement Planning Co of New England, Inc. | 0.25% | Add +0.9% | 11,965 | $501K |
| Independent Financial Group, LLC | 0.02% | Add +11.6% | 11,850 | $496K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -44.7% | 11,682 | $489K |
| Fairway Wealth LLC | 0.18% | Add +0.6% | 11,597 | $485K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +14.2% | 11,562 | $484K |
| Nestegg Advisors, Inc. | 0.51% | Add +3.3% | 11,446 | $479K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -22.0% | 11,351 | $475K |
| Intergy Private Wealth, LLC | 0.18% | Reduce -1.0% | 11,211 | $469K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 11,181 | $468K |
| Betterment LLC | 0.00% | Add +44.1% | 11,002 | $460K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Reduce -7.9% | 10,975 | $459K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.8% | 10,941 | $458K |
| Kessler Investment Group, LLC | 0.22% | Reduce -44.2% | 10,895 | $456K |
| Independence Bank of Kentucky | 0.07% | Add +0.1% | 10,824 | $453K |
| Colony Family Offices, LLC | 0.14% | Reduce -8.7% | 10,758 | $450K |
| Blue Fin Capital, Inc. | 0.09% | Add +5.0% | 10,662 | $446K |
| Mechanics Bank Trust Department | 0.06% | Reduce -6.9% | 10,654 | $446K |
| NewEdge Wealth, LLC | 0.01% | New | 10,353 | $433K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.5% | 10,252 | $429K |
| Horizon Investments, LLC | 0.01% | Reduce -50.0% | 10,202 | $427K |
| Global Financial Private Client, LLC | 0.16% | Reduce -3.3% | 10,195 | $427K |
| Fairvoy Private Wealth, LLC | 0.12% | Reduce -61.8% | 10,066 | $421K |
| HBW Advisory Services LLC | 0.06% | Reduce -3.5% | 9,956 | $417K |
| Okabena Investment Services Inc. | 0.10% | Add +0.6% | 9,821 | $411K |
| Snider Financial Group | 0.13% | Reduce -3.7% | 9,746 | $408K |
| Mystic Asset Management, Inc. | 0.11% | Add +24.6% | 9,741 | $408K |
| Cranbrook Wealth Management, LLC | 0.09% | Reduce -7.0% | 9,672 | $405K |
| Joseph P. Lucia & Associates, LLC | 0.18% | Add +25.7% | 9,426 | $394K |
| Apexium Financial, LP | 0.02% | Reduce -0.6% | 9,419 | $394K |
| Wealth Advisory Solutions, LLC | 0.10% | Reduce -1.4% | 9,238 | $387K |
| Hilltop Holdings Inc. | 0.02% | Add +68.0% | 9,197 | $385K |
| Bedell Frazier Investment Counselling, LLC | 0.10% | Reduce -29.5% | 9,140 | $383K |
| Squarepoint Ops LLC | 0.00% | Reduce -96.1% | 9,137 | $382K |
| WESPAC Advisors, LLC | 0.31% | New | 9,096 | $381K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -93.3% | 9,096 | $381K |
| AMG National Trust Bank | 0.01% | Reduce -1.0% | 8,968 | $375K |
| Wambolt & Associates, LLC | 0.13% | Reduce -2.9% | 8,909 | $373K |
| Tandem Wealth Advisors LLC | 0.19% | Add +25.4% | 8,905 | $373K |
| Roberts Wealth Advisors, LLC | 0.11% | Reduce -0.7% | 8,850 | $370K |
| Rovin Capital /Ut/ | 0.12% | Reduce -19.2% | 8,831 | $370K |
| Flagstar Securities, Inc. | 0.09% | Add +0.3% | 8,792 | $368K |
| TD Capital Management LLC | 0.04% | Add +0.6% | 8,777 | $367K |
| United Asset Strategies, Inc. | 0.03% | Reduce -21.1% | 8,773 | $367K |
| WMG Financial Advisors, LLC | 0.16% | Reduce -12.1% | 8,750 | $366K |
| Caldwell Trust Co | 0.04% | Add +8.9% | 8,737 | $366K |
| Montag A & Associates Inc. | 0.02% | No change | 8,645 | $362K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -14.9% | 8,626 | $361K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 8,579 | $359K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -43.8% | 8,704 | $358K |
| Bonfire Financial | 0.33% | Add +18.7% | 8,503 | $356K |
| MGB Wealth Management, LLC | 0.13% | Reduce -0.6% | 8,400 | $352K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 8,400 | $352K |
| WealthTrak Capital Management LLC | 0.30% | Add +0.0% | 8,357 | $350K |
| Plimoth Trust Co. LLC | 0.09% | Add +24.1% | 8,331 | $349K |
| L & S Advisors Inc | 0.05% | Reduce -1.8% | 8,305 | $348K |
| American National Bank & Trust | 0.04% | Add +65.0% | 8,273 | $346K |
| M.E. Allison & Co., Inc. | 0.34% | Add +2.5% | 8,249 | $345K |
| First National Bank of Hutchinson | 0.23% | Add +6.0% | 8,199 | $343K |
| Brighton Jones LLC | 0.01% | Add +14.5% | 7,860 | $329K |
| KWB Wealth | 0.04% | Add +2.6% | 8,075 | $328K |
| RVW Wealth, LLC | 0.03% | No change | 7,846 | $328K |
| Spinnaker Trust | 0.02% | Reduce -1.1% | 7,827 | $328K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 7,740 | $324K |
| PFG Investments, LLC | 0.02% | Add +6.0% | 7,691 | $322K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.7% | 7,671 | $321K |
| Ted Buchan & Co | 0.15% | No change | 7,632 | $319K |
| Alpine Global Management, LLC | 0.09% | Reduce -77.7% | 7,371 | $308K |
| Bokf, NA | 0.01% | No change | 7,275 | $304K |
| Trilogy Capital Inc. | 0.02% | Reduce -7.2% | 7,253 | $304K |
| FineMark National Bank & Trust | 0.01% | No change | 7,241 | $303K |
| First National Trust Co | 0.01% | Add +2.8% | 7,186 | $301K |
| Csenge Advisory Group | 0.02% | Reduce -19.3% | 7,411 | $300K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -34.3% | 7,148 | $299K |
| Sovran Advisors, LLC | 0.04% | New | 7,395 | $299K |
| BCO Wealth Management LLC | 0.23% | No change | 7,115 | $298K |
| Larson Financial Group LLC | 0.01% | Add +20.3% | 7,115 | $298K |
| Atticus Wealth Management, LLC | 0.10% | Reduce -25.4% | 7,098 | $297K |
| True Vision MN LLC | 0.18% | Reduce -45.8% | 7,047 | $295K |
| Wedbush Securities Inc. | 0.01% | Add +0.6% | 6,981 | $292K |
| Pure Portfolios Holdings LLC | 0.11% | New | 6,934 | $290K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 6,933 | $290K |
| Caitlin John, LLC | 0.28% | Reduce -37.5% | 6,925 | $290K |
| Nwam LLC | 0.02% | Reduce -52.1% | 6,905 | $289K |
| Sherman Asset Management, Inc. | 0.27% | No change | 6,855 | $287K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -2.9% | 6,828 | $286K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -10.6% | 6,778 | $284K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 6,786 | $283K |
| Henshaw Capital LLC | 0.01% | No change | 6,675 | $279K |
| IFP Advisors, Inc | 0.01% | Reduce -10.6% | 6,666 | $279K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -15.2% | 6,590 | $276K |
| Prostatis Group LLC | 0.09% | Reduce -54.0% | 6,532 | $273K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.3% | 6,518 | $273K |
| NovaPoint Capital, LLC | 0.08% | Add +0.1% | 6,511 | $272K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.9% | 6,496 | $272K |
| Peak Financial Advisors LLC | 0.14% | Reduce -7.3% | 6,478 | $271K |
| Blue Chip Partners, LLC | 0.02% | Reduce -85.9% | 6,475 | $271K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 6,442 | $270K |
| Farther Finance Advisors, LLC | 0.01% | Add +277.8% | 6,419 | $269K |
| Whalerock Point Partners, LLC | 0.07% | No change | 6,400 | $268K |
| Mgo One Seven LLC | 0.01% | Add +8.9% | 6,390 | $267K |
| Fisher Asset Management | 0.00% | Reduce -11.1% | 6,383 | $267K |
| Arlington Capital Management, Inc. | 0.20% | Add +0.6% | 6,312 | $264K |
| Pines Wealth Management, LLC | 0.12% | Add +16.2% | 7,123 | $264K |
| Financial Counselors Inc. | 0.00% | Add +26.0% | 6,245 | $261K |
| Madden Advisory Services, Inc. | 0.12% | No change | 6,237 | $261K |
| Arax Advisory Partners | 0.02% | Reduce -12.1% | 6,182 | $259K |
| Berkeley Capital Partners, LLC | 0.07% | Reduce -68.0% | 6,075 | $254K |
| Barrett & Company, Inc. | 0.11% | No change | 6,008 | $251K |
| Conservest Capital Advisors, Inc. | 0.03% | Add +0.4% | 5,985 | $250K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -31.3% | 5,957 | $249K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -1.1% | 5,949 | $249K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -18.7% | 5,921 | $248K |
| Captrust Financial Advisors | 0.00% | Reduce -62.4% | 5,912 | $247K |
| ABLE Financial Group, LLC | 0.07% | New | 5,881 | $246K |
| Merit Financial Group, LLC | 0.00% | Add +11.7% | 5,877 | $246K |
| NorthRock Partners, LLC | 0.01% | Add +161.4% | 5,846 | $245K |
| Calton & Associates, Inc. | 0.06% | Add +2.2% | 5,789 | $242K |
| TFB Advisors LLC | 0.07% | Reduce -3.5% | 5,757 | $241K |
| Breed's Hill Capital LLC | 0.13% | No change | 5,658 | $237K |
| Colton Groome Financial Advisors, LLC | 0.09% | Reduce -39.7% | 5,719 | $236K |
| Lindbrook Capital, LLC | 0.02% | New | 5,640 | $236K |
| Fourpath Capital Management, LLC | 0.04% | Reduce -0.7% | 5,636 | $236K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 5,600 | $234K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.2% | 5,580 | $234K |
| Point Windward Advisors Inc. | 0.09% | No change | 5,502 | $230K |
| AdvisorNet Financial, Inc | 0.02% | Add +19.7% | 5,464 | $229K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -9.1% | 5,427 | $227K |
| PFG Advisors | 0.01% | New | 5,423 | $227K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -3.2% | 5,416 | $227K |
| CWC Advisors, LLC. | 0.13% | New | 5,376 | $225K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Reduce -9.1% | 5,367 | $225K |
| Solstein Capital, LLC | 0.13% | No change | 5,325 | $223K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | Add +0.6% | 5,307 | $222K |
| Smith Shellnut Wilson LLC | 0.10% | No change | 5,224 | $219K |
| Evernest Financial Advisors, LLC | 0.08% | New | 5,180 | $217K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -1.0% | 5,158 | $216K |
| Community Trust & Investment Co. | 0.01% | No change | 5,135 | $215K |
| Verus Capital Partners, LLC | 0.02% | Reduce -0.3% | 5,119 | $214K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +282.9% | 5,111 | $214K |
| World Equity Group, Inc. | 0.06% | Reduce -63.2% | 5,049 | $212K |
| Valeo Financial Advisors, LLC | 0.01% | New | 5,043 | $211K |
| First United Bank & Trust | 0.08% | Reduce -27.2% | 5,025 | $210K |
| MB Generational Wealth, LLC | 0.16% | New | 5,024 | $210K |
| Rooted Wealth Advisors, Inc. | 0.09% | Reduce -0.1% | 5,310 | $207K |
| Sierra Capital LLC | 0.02% | Reduce -15.2% | 4,907 | $205K |
| Millington Financial Advisors, LLC | 0.13% | New | 5,237 | $204K |
| HB Wealth Management, LLC | 0.00% | New | 4,789 | $200K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -18.3% | 4,782 | $200K |
| Centaurus Financial, Inc. | 0.01% | Add +51.6% | 4,750 | $199K |
| Lanark Financial, Inc. | 0.02% | — | 4,732 | $198K |
| National Bank of Canada | 0.00% | Add +344.3% | 4,527 | $189K |
| University of Texas/Texas Am Investment Management Co. | 0.03% | New | 4,444 | $186K |
| Johnson Financial Group, Inc. | 0.01% | New | 4,219 | $177K |
| Ancora Advisors LLC | 0.00% | Add +4.1% | 4,090 | $171K |
| Raleigh Capital Management Inc. | 0.08% | Reduce -1.0% | 4,037 | $169K |
| Prestige Wealth Management Group LLC | 0.03% | Add +7.9% | 3,606 | $151K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -9.3% | 3,597 | $151K |
| Howe & Rusling Inc. | 0.01% | Add +35.8% | 3,556 | $149K |
| Founders Financial Alliance, LLC | 0.04% | Add +2143.9% | 3,478 | $146K |
| SVB Wealth LLC | 0.01% | New | 3,392 | $142K |
| Abound Wealth Management | 0.05% | Add +0.8% | 3,375 | $141K |
| Ameriflex Group, Inc. | 0.06% | Add +2.0% | 3,257 | $136K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -61.7% | 3,241 | $136K |
| LMR Partners LLP | 0.00% | No change | 3,164 | $132K |
| Security National Bank | 0.02% | Reduce -4.7% | 3,012 | $126K |
| Ascentis Wealth Management, LLC | 0.04% | No change | 2,893 | $121K |
| Peoples Financial Services Corp. | 0.05% | Add +8.0% | 2,707 | $113K |
| Walleye Trading LLC | 0.00% | No change | 2,685 | $112K |
| Flagship Wealth Advisors, LLC | 0.05% | Reduce -45.0% | 2,657 | $111K |
| Headlands Technologies LLC | 0.01% | Add +15.9% | 2,550 | $107K |
| Realta Investment Advisors | 0.05% | Reduce -4.8% | 2,505 | $105K |
| CIBC Private Wealth Group LLC | 0.00% | Add +735.9% | 2,725 | $101K |
| LRI Investments, LLC | 0.01% | No change | 2,310 | $97K |
| Capital Analysts, LLC | 0.00% | Reduce -12.8% | 2,281 | $95K |
| Bristlecone Advisors, LLC | 0.01% | No change | 2,265 | $95K |
| Chilton Capital Management LLC | 0.00% | No change | 2,200 | $92K |
| Tsfg, LLC | 0.02% | Reduce -0.9% | 2,129 | $89K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +23.1% | 2,130 | $89K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +39.8% | 2,106 | $88K |
| Financial Freedom, LLC | 0.05% | Add +0.4% | 2,094 | $88K |
| Concord Wealth Partners | 0.01% | Reduce -4.5% | 2,082 | $87K |
| Aventura Private Wealth, LLC | 0.05% | Reduce -37.4% | 2,073 | $87K |
| Smithfield Trust Co | 0.00% | No change | 2,047 | $86K |
| Laurel Wealth Advisors LLC | 0.01% | Add +0.1% | 2,022 | $85K |
| Toronto Dominion Bank | 0.00% | Reduce -45.5% | 1,938 | $81K |
| Hexagon Capital Partners LLC | 0.01% | Add +0.2% | 1,861 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10817.6% | 1,856 | $78K |
| UMB Bank, n.a. | 0.00% | Add +8.1% | 1,804 | $75K |
| Front Row Advisors LLC | 0.03% | No change | 1,760 | $74K |
| Provident Wealth Management, LLC | 0.03% | New | 1,750 | $73K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -0.9% | 1,576 | $66K |
| Continuum Advisory, LLC | 0.01% | Add +76.5% | 1,551 | $65K |
| Deutsche Bank AG | 0.00% | No change | 1,533 | $64K |
| Viewpoint Capital Management LLC | 0.03% | No change | 1,314 | $55K |
| CVA Family Office, LLC | 0.01% | Add +308.0% | 1,228 | $51K |
| Glen Eagle Advisors, LLC | 0.01% | Add +585.2% | 1,206 | $50K |
| Key Financial Inc | 0.01% | Add +3741.9% | 1,191 | $50K |
| Private Wealth Asset Management, LLC | 0.01% | — | 1,181 | $49K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.3% | 1,135 | $47K |
| Wayfinding Financial, LLC | 0.02% | New | 1,113 | $46K |
| Bangor Savings Bank | 0.00% | Reduce -58.6% | 1,039 | $43K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.6% | 1,038 | $43K |
| Pflug Koory, LLC | 0.02% | No change | 982 | $41K |
| Eastern Bank | 0.00% | Reduce -60.2% | 968 | $41K |
| Cheviot Value Management, LLC | 0.00% | New | 900 | $38K |
| Curat Global, LLC | 0.04% | — | 820 | $34K |
| Avion Wealth | 0.01% | No change | 805 | $32K |
| Mather Group, Llc. | 0.00% | No change | 744 | $31K |
| New Millennium Group LLC | 0.02% | Reduce -35.0% | 740 | $31K |
| Evermay Wealth Management LLC | 0.00% | No change | 735 | $31K |
| Nalls Sherbakoff Group, LLC | 0.02% | — | 718 | $30K |
| Oakworth Capital, Inc. | 0.00% | No change | 718 | $30K |
| Tortoise Investment Management, LLC | 0.00% | Add +0.3% | 703 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -13.9% | 695 | $29K |
| Webster Bank, N. A. | 0.00% | Add +298.2% | 677 | $28K |
| IMA Advisory Services, Inc. | 0.00% | New | 670 | $28K |
| FWL Investment Management, LLC | 0.01% | No change | 648 | $27K |
| Bollard Group LLC | 0.00% | Add +0.5% | 613 | $26K |
| Banque Cantonale Vaudoise | 0.00% | — | 598 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 528 | $22K |
| Addison Advisors LLC | 0.01% | No change | 525 | $22K |
| Burkett Financial Services, LLC | 0.01% | New | 524 | $22K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.6% | 501 | $21K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -87.7% | 500 | $21K |
| MTM Investment Management, LLC | 0.01% | No change | 455 | $19K |
| Joseph Group Capital Management | 0.01% | Reduce -56.9% | 416 | $17K |
| Angeles Wealth Management, LLC | 0.00% | Add +32.8% | 397 | $17K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.8% | 394 | $16K |
| GAMMA Investing LLC | 0.00% | Add +187.4% | 388 | $16K |
| NFSG Corp | 0.00% | No change | 386 | $16K |
| Truvestments Capital LLC | 0.00% | Add +25.7% | 377 | $16K |
| Advanced Asset Management Advisors Inc | 0.00% | Reduce -4.1% | 373 | $16K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 364 | $15K |
| EPG Wealth Management LLC | 0.00% | Add +0.8% | 355 | $15K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 353 | $15K |
| Syntax Research, Inc. | 0.01% | No change | 344 | $14K |
| Crews Bank & Trust | 0.00% | Reduce -6.7% | 335 | $14K |
| Valley Wealth Managers, Inc. | 0.00% | Add +45.9% | 318 | $13K |
| Bank of New Hampshire | 0.00% | No change | 300 | $13K |
| Vision Financial Markets LLC | 0.01% | No change | 282 | $12K |
| Rice Partnership, LLC | 0.00% | No change | 278 | $12K |
| Valued Wealth Advisors LLC | 0.01% | New | 266 | $11K |
| Luminist Capital LLC | 0.01% | Reduce -97.8% | 257 | $11K |
| Archer Investment Corp | 0.00% | No change | 237 | $10K |
| Investors Research Corp | 0.00% | No change | 232 | $10K |
| Blue Trust, Inc. | 0.00% | New | 232 | $10K |
| Pacifica Partners Inc. | 0.00% | Add +770.4% | 235 | $10K |
| Brooklyn Investment Group | 0.00% | New | 222 | $9K |
| Russell Investments Group, Ltd. | 0.00% | No change | 219 | $9K |
| Legacies Wealth LLC | 0.01% | No change | 218 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 215 | $9K |
| Eukles Asset Management | 0.00% | No change | 215 | $9K |
| Nemes Rush Group LLC | 0.00% | No change | 206 | $9K |
| Financial Perspectives, Inc | 0.00% | Add +0.5% | 204 | $9K |
| Berbice Capital Management LLC | 0.01% | New | 200 | $8K |
| Tidemark, LLC | 0.00% | No change | 197 | $8K |
| Millstone Evans Group, LLC | 0.00% | New | 172 | $7K |
| Kiker Wealth Management, LLC | 0.00% | New | 171 | $7K |
| Bare Financial Services, Inc | 0.00% | No change | 169 | $7K |
| Arlington Trust Co LLC | 0.00% | No change | 150 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 146 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 145 | $6K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 140 | $6K |
| VSM Wealth Advisory, LLC | 0.00% | New | 140 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 139 | $6K |
| North Star Investment Management Corp. | 0.00% | New | 138 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 136 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 130 | $5K |
| Granite FO LLC | 0.00% | No change | 125 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 124 | $5K |
| Sandy Spring Bank | 0.00% | No change | 121 | $5K |
| Covestor Ltd | 0.00% | Add +8.9% | 122 | $5K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 125 | $5K |
| Park Square Financial Group, LLC | 0.00% | Reduce -62.2% | 118 | $5K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 111 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +404.6% | 111 | $5K |
| Transce3nd, LLC | 0.00% | Reduce -88.5% | 110 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 110 | $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 |
| Armor Investment Advisors, LLC | 0.00% | No change | 92 | $4K |
| HM Payson & Co. | 0.00% | New | 91 | $4K |
| Flaharty Asset Management, LLC | 0.00% | New | 88 | $4K |
| SYM FINANCIAL Corp | 0.00% | No change | 86 | $4K |
| Breakwater Investment Management | 0.00% | No change | 82 | $3K |
| Crewe Advisors LLC | 0.00% | New | 82 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +4.0% | 77 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -16.7% | 80 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 67 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 65 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 58 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +93.3% | 58 | $2K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | No change | 58 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -57.5% | 54 | $2K |
| Horizon Bancorp Inc. | 0.00% | New | 36 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 46 | $2K |
| 1 North Wealth Services LLC | 0.00% | New | 45 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 41 | $2K |
| WestEnd Advisors, LLC | 0.00% | Reduce -98.7% | 41 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 41 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -51.8% | 41 | $2K |
| Asset Management One Co., Ltd. | 0.00% | New | 40 | $2K |
| Capital A Wealth Management, LLC | 0.00% | New | 39 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 34 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 34 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -2.9% | 33 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 16 | $1K |
| Coston, McIsaac & Partners | 0.00% | Add +3.5% | 30 | $1K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -71.4% | 16 | $1K |
| Bessemer Group Inc. | 0.00% | New | 14 | $1K |
| Richardson Capital Management LLC | 0.00% | New | 23 | $963 |
| Principia Wealth Advisory, LLC | 0.00% | New | 22 | $863 |
| Register Financial Advisors LLC | 0.00% | No change | 18 | $753 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 18 | $753 |
| Family Manage LLC | 0.00% | No change | 14 | $586 |
| Palouse Capital Management, Inc. | 0.00% | New | 13 | $544 |
| St Germain D J Co. Inc. | 0.00% | No change | 11 | $460 |
| AlphaCore Capital LLC | 0.00% | New | 9 | $377 |
| Accredited Wealth Management, LLC | 0.00% | No change | 8 | $335 |
| Davis Capital Management | 0.00% | Reduce -66.7% | 6 | $251 |
| Bogart Wealth, LLC | 0.00% | No change | 6 | $251 |
| Trust Co. of Vermont | 0.00% | New | 5 | $209 |
| Global Wealth Strategies & Associates | 0.00% | New | 4 | $167 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $126 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $126 |
| Rise Advisors, LLC | 0.00% | No change | 2 | $85 |
"% 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.