SS Real Estate Select SectorXLREETF
13F holders, Q2 2025 (June 30)721holders −25
59new positions
83sold out
4famous investors
$41.43avg. 13F price*
At the end of Q2 2025, 721 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, down 25 from Q1 2025. 59 opened new positions and 83 sold out. The largest holders were Creative Planning ($1.5B), Bank of America Corp. ($785.4M) and Morgan Stanley ($274.7M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q2 2025)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $86.3M |
| Exits | 83 | $142.7M |
All 13F filers, Q1 2025 → Q2 2025: 13,293,041 shares bought and 23,881,495 shares sold, net −10,588,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 721 holders
| Creative Planning | 1.32% | Add +8.3% | 37,386,268 | $1.5B |
| Bank of America Corp. | 0.06% | Reduce -0.7% | 18,960,917 | $785.4M |
| Morgan Stanley | 0.02% | Reduce -3.0% | 6,632,065 | $274.7M |
| LPL Financial LLC | 0.06% | Add +6.9% | 4,215,740 | $174.6M |
| Wells Fargo & Company | 0.03% | Reduce -9.2% | 3,655,906 | $151.4M |
| Cassaday & Co Wealth Management LLC | 3.20% | Reduce -0.1% | 3,089,284 | $128.0M |
| BNP Paribas Financial Markets | 0.08% | Reduce -33.8% | 2,389,305 | $99.0M |
| Phoenix Financial Ltd. | 1.27% | Reduce -34.2% | 2,324,204 | $96.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +287.7% | 2,299,410 | $95.2M |
| Ameriprise Financial Inc. | 0.02% | Add +71.0% | 2,291,673 | $94.9M |
| Harel Insurance Investments & Financial Services Ltd. | 0.77% | Reduce -0.0% | 1,621,738 | $67.2M |
| UBS Group AG | 0.01% | Add +9.9% | 1,541,851 | $63.9M |
| Capital Investment Advisors, LLC | 1.00% | Add +8.0% | 1,333,535 | $56.6M |
| Moss Adams Wealth Advisors LLC | 4.94% | Add +3.8% | 1,313,112 | $54.4M |
| Baird Financial Group, Inc. | 0.09% | Add +1.5% | 1,279,948 | $53.0M |
| Raymond James Financial Inc. | 0.02% | Add +2.5% | 1,184,432 | $49.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.57% | Reduce 0.0% | 1,150,103 | $47.6M |
| Alps Advisors Inc. | 0.27% | Add +4.0% | 1,126,659 | $46.7M |
| Advisory Alpha, LLC | 1.24% | Reduce -0.8% | 963,965 | $39.9M |
| Menora Mivtachim Holdings LTD. | 0.23% | No change | 959,400 | $39.7M |
| CW Advisors, LLC | 0.38% | Add +0.8% | 945,399 | $39.2M |
| Cetera Investment Advisers | 0.06% | Add +23.5% | 872,949 | $36.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.8% | 841,184 | $34.8M |
| PGIM Custom Harvest LLC | 0.66% | Add +12.2% | 770,487 | $31.9M |
| Citigroup Inc. | 0.02% | Add +424.2% | 708,361 | $29.3M |
| Cornerstone Advisors, LLC | 0.98% | Reduce -0.3% | 687,100 | $28.5M |
| Money Design Co.,Ltd. | 1.38% | Add +5.0% | 676,601 | $28.0M |
| Factory Mutual Insurance Co. | 0.30% | No change | 659,000 | $27.3M |
| State Street Corp. | 0.00% | New | 631,688 | $26.2M |
| Means Investment Co., Inc. | 2.37% | Add +3.2% | 605,108 | $25.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.4% | 594,791 | $24.9M |
| Auto-Owners Insurance Co | 0.54% | Reduce -95.6% | 584,048 | $24.2M |
| Wolverine Trading, LLC | 0.61% | Add +1552.4% | 583,491 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 577,882 | $23.9M |
| Meitav Investment House Ltd. | 0.32% | No change | 567,895 | $23.5M |
| Royal Bank of Canada | 0.00% | Add +11.9% | 558,291 | $23.1M |
| Mariner, LLC | 0.03% | Reduce -0.2% | 493,567 | $20.4M |
| Barclays PLC | 0.01% | Add +80.4% | 484,801 | $20.1M |
| Waller Financial Planning Group, Inc. | 4.83% | Add +1.8% | 482,707 | $20.0M |
| HighTower Advisors, LLC | 0.02% | Add +1.3% | 470,029 | $19.5M |
| Modern Wealth Management, LLC | 0.48% | Reduce -23.7% | 468,214 | $19.4M |
| Warwick Investment Management, Inc. | 3.76% | Reduce -0.4% | 468,173 | $19.4M |
| Stadion Money Management, LLC | 1.57% | Reduce -0.7% | 461,662 | $19.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.69% | Add +2.0% | 433,477 | $18.0M |
| Kingsview Wealth Management, LLC | 0.29% | Add +19.6% | 420,328 | $17.4M |
| Private Advisor Group, LLC | 0.09% | Add +15.6% | 416,973 | $17.3M |
| Country Trust Bank | 0.38% | Add +0.6% | 406,605 | $16.8M |
| Janney Capital Management LLC | 1.09% | Reduce -3.3% | 406,381 | $16.8M |
| Ballentine Partners, LLC | 0.25% | Add +26.0% | 392,826 | $16.3M |
| Cwm, LLC | 0.05% | Reduce -1.6% | 346,277 | $14.3M |
| Stonebridge Capital Advisors LLC | 1.07% | Add +4.5% | 340,625 | $14.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +1753.2% | 339,294 | $14.1M |
| Alliancebernstein L.P. | 0.00% | Add +318.7% | 337,977 | $14.0M |
| Ameritas Advisory Services, LLC | 0.72% | Reduce -4.8% | 333,541 | $13.8M |
| Stifel Financial Corp. | 0.01% | Add +4.3% | 322,535 | $13.4M |
| Allworth Financial LP | 0.06% | Add +5.2% | 303,635 | $12.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.91% | No change | 303,152 | $12.6M |
| Penserra Capital Management LLC | 0.17% | Add +2.6% | 300,514 | $12.4M |
| Trust Asset Management LLC | 0.91% | No change | 295,390 | $12.2M |
| Transamerica Financial Advisors, LLC | 1.14% | Add +696.5% | 294,092 | $12.2M |
| Amica Mutual Insurance Co. | 1.17% | No change | 292,706 | $12.1M |
| AlphaStar Capital Management, LLC | 0.85% | Add +1043.8% | 291,031 | $12.1M |
| Hudock, Inc. | 1.94% | Reduce -1.8% | 290,865 | $12.0M |
| Agf Management Ltd. | 0.05% | Reduce -37.8% | 288,786 | $12.0M |
| American Financial Advisors, LLC | 1.60% | Reduce -3.7% | 277,354 | $11.5M |
| MAI Capital Management | 0.08% | Reduce -2.2% | 276,154 | $11.4M |
| D.A. Davidson & Co. | 0.08% | Add +1.9% | 269,306 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -25.2% | 256,535 | $10.6M |
| Freestone Capital Holdings, LLC | 0.34% | Add +6.3% | 241,284 | $10.0M |
| Flagship Harbor Advisors, LLC | 0.47% | Reduce -9.9% | 239,101 | $9.9M |
| Capital Wealth Management, LLC | 3.67% | Add +4.5% | 237,885 | $9.9M |
| AE Wealth Management LLC | 0.07% | Add +35.8% | 235,455 | $9.8M |
| Arrow Financial Corp | 1.02% | Add +82.6% | 234,787 | $9.7M |
| Full Sail Capital, LLC | 0.53% | Add +3.5% | 223,403 | $9.3M |
| Brio Consultants, LLC | 1.26% | Add +0.3% | 207,864 | $8.6M |
| WCG Wealth Advisors LLC | 0.55% | Reduce -38.0% | 206,283 | $8.5M |
| Private Advisory Group LLC | 0.80% | Reduce -7.7% | 206,002 | $8.5M |
| Corient Private Wealth LP | 0.01% | Add +0.8% | 204,013 | $8.5M |
| Certified Advisory Corp | 0.86% | Add +2.8% | 199,906 | $8.3M |
| Swan Global Investments, LLC | 0.38% | Reduce -8.2% | 198,513 | $8.2M |
| Keybank National Association | 0.03% | Reduce -4.2% | 196,846 | $8.2M |
| 1832 Asset Management L.P. | 0.01% | Add +3.5% | 194,238 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +28.9% | 190,939 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.8% | 185,264 | $7.7M |
| Peak Retirement Planning, Inc. | 3.06% | Add +31.5% | 183,270 | $7.6M |
| Luken Investment Analytics, LLC | 3.30% | New | 181,593 | $7.5M |
| First Interstate Bank | 0.43% | Reduce -1.1% | 177,005 | $7.3M |
| Fortis Group Advisors, LLC | 1.33% | Reduce -32.0% | 176,977 | $7.3M |
| Equitable Holdings, Inc. | 0.06% | Reduce -22.0% | 173,003 | $7.2M |
| Avantax Advisory Services, Inc. | 0.04% | Add +6.9% | 171,293 | $7.1M |
| Capital Advisors Wealth Management, LLC | 1.11% | Add +18.9% | 171,121 | $7.1M |
| Solano Wealth Investment Advisors LLC | 3.59% | Add +10.2% | 168,702 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.8% | 168,132 | $7.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -8.0% | 167,249 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -45.8% | 167,103 | $6.9M |
| Exchange Traded Concepts, LLC | 0.09% | New | 165,167 | $6.8M |
| Citizens Financial Group Inc. | 0.11% | Add +61.4% | 164,355 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 161,874 | $6.7M |
| Tudor Investment Corporation | 0.05% | Add +834.2% | 161,826 | $6.7M |
| Proffitt & Goodson Inc. | 1.00% | Reduce -65.4% | 158,107 | $6.5M |
| Adams Wealth Management | 1.23% | Reduce -13.6% | 155,493 | $6.4M |
| CacheTech Inc. | 1.19% | Reduce -13.6% | 155,493 | $6.4M |
| Signal Advisors Wealth, LLC | 0.50% | Add +445.8% | 155,272 | $6.4M |
| Prasad Wealth Partners, LLC | 1.85% | Reduce -22.7% | 152,708 | $6.3M |
| Choreo, LLC | 0.09% | Add +0.5% | 152,483 | $6.3M |
| Armstrong Advisory Group, Inc. | 0.48% | Add +0.4% | 152,206 | $6.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.1% | 150,203 | $6.2M |
| Algorithmic Investment Models, LLC | 4.12% | Add +16.7% | 145,256 | $6.0M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +651.9% | 141,071 | $5.8M |
| Invenio Wealth Partners LLC | 2.30% | Reduce -0.2% | 139,782 | $5.8M |
| JFS Wealth Advisors, LLC | 0.36% | Add +2.0% | 138,119 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +11.7% | 135,734 | $5.6M |
| Citadel Advisors | 0.00% | New | 131,862 | $5.5M |
| Foguth Wealth Management, LLC. | 1.16% | Add +672.3% | 131,208 | $5.4M |
| KFG Wealth Management, LLC | 0.86% | Add +8.5% | 129,683 | $5.4M |
| Virtu Financial LLC | 0.27% | New | 128,688 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +15.4% | 120,266 | $5.0M |
| Aspect Partners, LLC | 2.44% | Add +3.3% | 119,567 | $5.0M |
| Northern Trust Corp. | 0.00% | Reduce -5.6% | 119,371 | $4.9M |
| IHT Wealth Management, LLC | 0.13% | Reduce -12.8% | 117,472 | $4.9M |
| PSI Advisors, LLC | 2.41% | Add +6.8% | 116,577 | $4.8M |
| Evergreen Capital Management LLC | 0.14% | Add +38.1% | 116,015 | $4.8M |
| Rothschild Capital Partners, LLC | 1.25% | Reduce -0.9% | 115,255 | $4.8M |
| KCM Investment Advisors LLC | 0.16% | Add +2.0% | 115,180 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +258.3% | 114,955 | $4.8M |
| MML Investors Services, LLC | 0.01% | Reduce -42.9% | 114,231 | $4.7M |
| First Merchants Corp. | 0.18% | Reduce -1.2% | 113,668 | $4.7M |
| Legacy Private Trust Co. | 0.30% | Add +3.5% | 112,080 | $4.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +73.8% | 111,809 | $4.6M |
| Baker Avenue Asset Management, LP | 0.13% | Reduce -2.6% | 111,297 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -21.1% | 110,840 | $4.6M |
| Jessup Wealth Management, Inc | 1.80% | Reduce -3.9% | 108,226 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +6.7% | 105,591 | $4.4M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.95% | No change | 104,758 | $4.3M |
| Capital Insight Partners, LLC | 0.74% | Reduce -11.9% | 103,262 | $4.3M |
| New England Capital Financial Advisors LLC | 1.96% | Add +7.2% | 103,187 | $4.3M |
| StrongBox Wealth, LLC | 1.61% | Add +2.4% | 102,602 | $4.2M |
| Ayalon Insurance Comp Ltd. | 1.21% | No change | 101,345 | $4.2M |
| Triangle Securities Wealth Management | 1.03% | Add +100.1% | 100,260 | $4.2M |
| Nelson Capital Management, LLC | 0.55% | Add +1.2% | 100,541 | $4.2M |
| Foster & Motley Inc. | 0.24% | Reduce -1.0% | 98,772 | $4.1M |
| Private Wealth Advisors, LLC | 1.60% | Reduce -0.6% | 98,337 | $4.1M |
| Balyasny Asset Management L.P. | 0.01% | Add +136.4% | 96,696 | $4.0M |
| FLC Capital Advisors | 0.80% | New | 93,856 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -2.7% | 93,792 | $3.9M |
| Arkansas Financial Group, Inc. | 0.59% | Add +0.8% | 92,313 | $3.8M |
| Jane Street Group, LLC | 0.01% | Add +195.7% | 91,709 | $3.8M |
| Simon Quick Advisors, LLC | 0.19% | New | 88,783 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -0.4% | 88,159 | $3.7M |
| Graypoint LLC | 0.20% | Reduce -7.8% | 87,231 | $3.6M |
| Stephens Inc. | 0.05% | Add +6.9% | 87,138 | $3.6M |
| Thor Trading Advisors, LLC | 4.49% | New | 86,595 | $3.6M |
| M&T Bank Corp | 0.01% | Reduce -13.0% | 85,730 | $3.6M |
| 1ST Source Bank | 0.20% | Reduce -1.3% | 85,397 | $3.5M |
| CAP Partners, LLC | 2.19% | Add +4.6% | 84,010 | $3.5M |
| Jacobi Capital Management LLC | 0.23% | Add +19.5% | 82,486 | $3.4M |
| Palumbo Wealth Management LLC | 1.05% | Reduce -4.1% | 81,941 | $3.4M |
| Compound Planning, Inc. | 0.12% | Add +17.9% | 79,071 | $3.3M |
| CTC Alternative Strategies, Ltd. | 2.86% | New | 78,870 | $3.3M |
| Chemung Canal Trust Co. | 0.68% | Reduce -18.8% | 78,104 | $3.2M |
| Park Avenue Securities LLC | 0.03% | New | 77,879 | $3.2M |
| Chesley Taft & Associates LLC | 0.14% | Reduce -3.5% | 77,285 | $3.2M |
| Creative Financial Designs Inc. | 0.23% | Add +3.8% | 76,047 | $3.1M |
| Forbes J M & Co. LLP | 0.28% | No change | 74,904 | $3.1M |
| Altura Wealth Advisors Inc. | 1.73% | Reduce -2.5% | 74,873 | $3.1M |
| Cardiff Park Advisors, LLC | 0.27% | No change | 74,591 | $3.1M |
| Bar Harbor Wealth Management | 0.20% | Reduce -0.2% | 74,126 | $3.1M |
| Pinkerton Wealth, LLC | 0.36% | Add +14.5% | 73,092 | $3.0M |
| Vickerman Investment Advisors, Inc. | 0.63% | Reduce -4.0% | 71,209 | $2.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.92% | Reduce -1.3% | 70,905 | $2.9M |
| Horizon Financial Services, LLC | 1.50% | Reduce -0.5% | 68,159 | $2.8M |
| Pinnacle Financial Partners Inc | 0.06% | Add +33.7% | 67,840 | $2.8M |
| Prentice Wealth Management LLC | 0.72% | Reduce -2.2% | 66,051 | $2.7M |
| Clarity Financial LLC | 0.29% | Reduce -49.4% | 65,205 | $2.7M |
| Econ Financial Services Corp | 1.38% | Add +79.4% | 64,663 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +16.3% | 64,412 | $2.7M |
| Paladin Advisory Group, LLC | 2.01% | Reduce -1.1% | 63,617 | $2.6M |
| Pacific Center for Financial Services | 0.71% | Add +0.2% | 62,769 | $2.6M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -47.0% | 62,168 | $2.6M |
| Fragasso Financial Advisors Inc | 0.17% | Reduce -6.7% | 61,249 | $2.5M |
| NBT Bank, N.A. | 0.17% | Reduce -2.1% | 61,068 | $2.5M |
| Atlantic Union Bankshares Corp | 0.06% | New | 60,687 | $2.5M |
| Bailard, Inc. | 0.06% | Add +3.8% | 60,621 | $2.5M |
| Prospera Financial Services Inc | 0.05% | Reduce -0.9% | 59,705 | $2.5M |
| Brookstone Capital Management | 0.03% | Reduce -16.9% | 59,391 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -0.9% | 58,813 | $2.5M |
| Cordatus Wealth Management LLC | 0.59% | Reduce -2.8% | 58,228 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.5% | 57,852 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +28.8% | 57,278 | $2.4M |
| CX Institutional | 0.08% | Reduce -1.0% | 56,349 | $2.3M |
| Western Wealth Management, LLC | 0.14% | Add +9.7% | 56,115 | $2.3M |
| Bank of Montreal | 0.00% | Add +0.1% | 55,116 | $2.3M |
| Manske Wealth Management | 0.75% | Add +2.7% | 54,868 | $2.3M |
| Banco BTG Pactual S.A. | 0.46% | Add +28.2% | 54,660 | $2.3M |
| Sound Income Strategies, LLC | 0.13% | Reduce -6.8% | 54,583 | $2.3M |
| Talon Private Wealth, LLC | 0.31% | Add +33.2% | 54,506 | $2.3M |
| Rik Saylor Financial, Inc. | 1.70% | New | 53,391 | $2.2M |
| Trek Financial, LLC | 0.15% | Reduce -2.9% | 53,166 | $2.2M |
| WBH Advisory Inc. | 0.18% | Reduce -3.8% | 52,329 | $2.2M |
| Spire Wealth Management | 0.08% | Reduce -21.9% | 51,331 | $2.1M |
| Redwood Financial Network Corp | 1.41% | Add +4.8% | 50,453 | $2.1M |
| Innealta Capital, LLC | 1.10% | Add +98.0% | 50,432 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -30.9% | 50,316 | $2.1M |
| RFG Advisory, LLC | 0.05% | Reduce -74.4% | 50,071 | $2.1M |
| Atria Investments, Inc | 0.02% | Reduce -59.8% | 50,066 | $2.1M |
| Harbour Investments, Inc. | 0.05% | Add +24.5% | 50,007 | $2.1M |
| Beacon Bank & Trust | 0.47% | Add +5.4% | 49,281 | $2.0M |
| Premier Path Wealth Partners, LLC | 0.28% | Add +6.5% | 48,155 | $2.0M |
| Compass Wealth Management, LLC | 1.06% | — | 47,791 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -38.3% | 46,741 | $1.9M |
| Winthrop Capital Management, LLC | 0.49% | Reduce -1.3% | 46,631 | $1.9M |
| Providence First Trust Co | 0.68% | No change | 46,461 | $1.9M |
| Provident Co of the Employees of the Hebrew University LTD | 1.91% | No change | 46,236 | $1.9M |
| Ignite Planners, LLC | 0.33% | Add +8.6% | 45,748 | $1.9M |
| Dakota Wealth Management | 0.04% | Reduce -14.9% | 46,177 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Reduce -25.4% | 43,589 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -40.4% | 45,018 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +1.1% | 44,391 | $1.8M |
| HHM Wealth Advisors, LLC | 0.21% | Add +6.6% | 43,191 | $1.8M |
| Comerica Bank | 0.01% | Reduce -4.5% | 42,975 | $1.8M |
| Savant Capital, LLC | 0.01% | Reduce -8.0% | 42,542 | $1.8M |
| Atlanta Consulting Group Advisors, LLC | 0.48% | Add +7.3% | 42,225 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +1.7% | 41,058 | $1.7M |
| Castle Wealth Management LLC | 0.61% | Add +1.3% | 40,678 | $1.7M |
| Horizons Wealth Management | 1.19% | Add +2.7% | 39,697 | $1.6M |
| Good Life Advisors, LLC | 0.10% | Reduce -4.9% | 39,434 | $1.6M |
| US Bancorp \de | 0.00% | Add +2.2% | 39,294 | $1.6M |
| Ballast Advisors LLC | 0.47% | Add +5.4% | 38,759 | $1.6M |
| Proficio Capital Partners LLC | 0.10% | Add +48.7% | 38,730 | $1.6M |
| Centennial Bank | 0.66% | Reduce -5.5% | 38,283 | $1.6M |
| Zuckerman Investment Group, LLC | 0.15% | Add +8.8% | 38,077 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +225.7% | 38,047 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +68.6% | 37,793 | $1.6M |
| Old National Bancorp | 0.03% | Reduce -23.3% | 37,223 | $1.5M |
| Richard W. Paul & Associates, LLC | 0.54% | Reduce -1.1% | 36,005 | $1.5M |
| LexAurum Advisors, LLC | 0.24% | Reduce -0.4% | 35,743 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +30.3% | 35,693 | $1.5M |
| Readystate Asset Management LP | 0.10% | New | 33,475 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -43.1% | 32,745 | $1.4M |
| Bleakley Financial Group, LLC | 0.03% | Add +8.0% | 32,731 | $1.4M |
| Scott Capital Advisors, LLC | 0.37% | Reduce -0.1% | 32,610 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | New | 32,553 | $1.3M |
| Copia Wealth Management | 1.13% | Reduce -23.9% | 32,285 | $1.3M |
| Country Club Bank | 0.08% | Add +22.4% | 32,507 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Add +130.1% | 32,120 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -11.4% | 32,109 | $1.3M |
| Cornerstone Planning Group LLC | 0.27% | Add +5.5% | 31,727 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.17% | Add +0.2% | 31,910 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Add +15.7% | 31,722 | $1.3M |
| Pacific Sun Financial Corp | 0.68% | Reduce -1.0% | 31,607 | $1.3M |
| Trust Co. of Oklahoma | 0.41% | Add +4.4% | 31,337 | $1.3M |
| LYNX Capital Group Ltd. | 0.63% | No change | 31,300 | $1.3M |
| AlphaCore Capital LLC | 0.05% | Add +346066.7% | 31,155 | $1.3M |
| IFG Advisory, LLC | 0.06% | Add +105.1% | 30,997 | $1.3M |
| BlueCrest Capital Management Ltd | 0.17% | Reduce -50.0% | 30,098 | $1.2M |
| AAFMAA Wealth Management & Trust LLC | 0.51% | Reduce -43.5% | 30,067 | $1.2M |
| Concentric Capital Strategies, LP | 0.07% | New | 30,059 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | — | 30,048 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +18.8% | 29,750 | $1.2M |
| O'ROURKE & COMPANY, Inc | 0.57% | Reduce -1.6% | 29,598 | $1.2M |
| Ranch Capital Advisors Inc. | 0.53% | Add +9.1% | 29,579 | $1.2M |
| Krilogy Financial LLC | 0.07% | Add +4.6% | 29,387 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Add +56.9% | 29,375 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.53% | Reduce -10.4% | 29,303 | $1.2M |
| Quattro Financial Advisors LLC | 0.43% | Reduce -5.9% | 29,297 | $1.2M |
| Orange Investment Advisors, Inc. | 0.13% | Add +7.9% | 29,227 | $1.2M |
| Simmons Bank | 0.09% | Reduce -0.9% | 29,090 | $1.2M |
| Foronjy Financial LLC | 0.55% | — | 28,595 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -88.8% | 28,447 | $1.2M |
| Vantage Financial Partners, LLC | 0.27% | Add +0.2% | 28,364 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Reduce -3.0% | 28,186 | $1.2M |
| One Wealth Map LLC | 0.64% | Add +8.0% | 27,783 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -21.7% | 28,159 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +13.8% | 28,127 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -3.5% | 27,737 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +6.0% | 27,655 | $1.1M |
| Fiduciary Group, LLC | 0.11% | Add +3.4% | 27,007 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.9% | 26,986 | $1.1M |
| Asset Allocation Strategies LLC | 0.25% | Reduce -21.7% | 26,852 | $1.1M |
| Amica Retiree Medical Trust | 1.59% | No change | 26,569 | $1.1M |
| Wealth Alliance Advisory Group, LLC | 0.21% | Add +9.0% | 26,459 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | No change | 26,150 | $1.1M |
| Urban Financial Advisory Corp | 0.54% | Add +25.0% | 26,147 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Reduce -11.9% | 25,853 | $1.1M |
| Zullo Investment Group, Inc. | 0.43% | Reduce -2.6% | 25,623 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Add +3.2% | 25,490 | $1.1M |
| Lineweaver Wealth Advisors, LLC | 0.17% | Add +0.9% | 25,427 | $1.1M |
| Associated Banc-Corp | 0.03% | Add +1.5% | 25,209 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +42.8% | 25,143 | $1.0M |
| Wealth Advisors of Tampa Bay, LLC | 0.39% | Add +2.1% | 24,778 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -83.0% | 24,421 | $1.0M |
| American National Bank & Trust | 0.10% | Add +189.6% | 23,955 | $992K |
| Alliance Wealth Advisors, LLC | 0.54% | Add +12.0% | 23,796 | $986K |
| Magnus Financial Group LLC | 0.09% | Reduce -2.7% | 23,592 | $977K |
| Avior Wealth Management, LLC | 0.03% | Reduce -21.4% | 23,442 | $971K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -2.5% | 22,420 | $929K |
| Silvia McColl Wealth Management, LLC | 0.67% | Reduce -0.2% | 22,311 | $924K |
| Advisory Resource Group | 0.18% | Add +7.0% | 22,093 | $915K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -34.6% | 21,837 | $904K |
| Cooksen Wealth, LLC | 0.73% | Add +33.6% | 21,793 | $903K |
| WESPAC Advisors SoCal, LLC | 0.20% | Reduce -2.4% | 21,792 | $903K |
| Personal Cfo Solutions, LLC | 0.17% | New | 21,684 | $898K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -30.0% | 21,291 | $882K |
| Headlands Technologies LLC | 0.10% | Add +729.3% | 21,146 | $876K |
| Talisman Wealth Advisors LLC | 0.80% | Add +1.5% | 21,123 | $875K |
| James Investment Research, Inc. | 0.10% | Reduce -4.2% | 20,693 | $857K |
| Bank of Nova Scotia | 0.00% | Reduce -23.8% | 20,580 | $852K |
| Jackson Hole Capital Partners, LLC | 0.16% | Add +2.4% | 20,519 | $850K |
| Lake Street Private Wealth, LLC | 0.12% | Add +1.1% | 20,235 | $838K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.1% | 20,112 | $833K |
| Waverly Advisors, LLC | 0.01% | Reduce -76.9% | 19,865 | $823K |
| Olympus Wealth Management, LLC | 0.28% | Reduce -24.9% | 19,817 | $821K |
| &partners | 0.01% | Add +14.5% | 19,680 | $810K |
| Kaizen Financial Strategies | 0.40% | Reduce -2.0% | 19,118 | $792K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +11.5% | 19,083 | $790K |
| Whittier Trust Co. | 0.01% | Reduce -11.3% | 19,038 | $788K |
| FIL Ltd | 0.00% | Add +6.0% | 18,762 | $777K |
| Channel Wealth LLC | 0.22% | Reduce -39.6% | 18,736 | $776K |
| Private Trust Co. NA | 0.07% | Add +2.7% | 18,597 | $770K |
| Orrstown Financial Services Inc. | 0.16% | Add +17.7% | 18,510 | $767K |
| Chesapeake Wealth Management | 0.25% | Reduce -5.2% | 18,444 | $764K |
| Summit Financial, LLC | 0.02% | Reduce -76.9% | 18,363 | $761K |
| Betterment LLC | 0.00% | Add +65.4% | 18,202 | $754K |
| Carret Asset Management, LLC | 0.08% | Reduce -0.6% | 18,113 | $750K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -10.2% | 18,103 | $750K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.4% | 18,078 | $749K |
| LongView Wealth Management | 0.23% | Add +0.4% | 18,065 | $748K |
| Arkadios Wealth Advisors | 0.02% | Reduce -4.8% | 18,024 | $747K |
| 1900 Wealth Management LLC | 0.06% | No change | 17,922 | $742K |
| Peoples Bank | 0.49% | Add +1.0% | 17,802 | $737K |
| Martin & Co. Inc. | 0.14% | Reduce -1.3% | 17,724 | $734K |
| Sierra Summit Advisors LLC | 0.13% | Reduce -4.8% | 17,553 | $727K |
| Fourth Dimension Wealth, LLC | 0.31% | Add +10.1% | 17,482 | $724K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.6% | 17,417 | $721K |
| Blair William & Co. | 0.00% | Reduce -49.2% | 17,293 | $716K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.9% | 17,279 | $716K |
| Creekside Partners | 0.33% | Add +4.3% | 16,833 | $697K |
| Rational Advisors, Inc. | 0.07% | Reduce -2.0% | 16,714 | $692K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +44.4% | 16,693 | $691K |
| Founders Financial Securities LLC | 0.05% | Add +9.2% | 16,446 | $681K |
| Liberty Square Wealth Partners LLC | 0.24% | Reduce -0.2% | 16,429 | $681K |
| Boltwood Capital Management | 0.19% | Reduce -0.3% | 16,405 | $680K |
| Glenmede Investment Management, LP | 0.00% | — | 16,338 | $677K |
| Weinberger Asset Management, Inc | 0.26% | Add +4.3% | 16,258 | $673K |
| Advisory Services Network, LLC | 0.01% | Reduce -69.6% | 16,093 | $666K |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | No change | 16,000 | $663K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -79.9% | 15,835 | $656K |
| Texas Yale Capital Corp. | 0.02% | Add +0.0% | 15,818 | $655K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -2.3% | 15,508 | $642K |
| IMZ Advisory Inc | 0.26% | Reduce -9.9% | 15,265 | $639K |
| BCS Wealth Management | 0.14% | Reduce -12.6% | 15,397 | $638K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -14.6% | 15,142 | $627K |
| Terra Nova Asset Management LLC | 0.44% | Reduce -8.5% | 15,135 | $627K |
| Berger Financial Group, Inc | 0.04% | Reduce -12.5% | 15,091 | $625K |
| Trust Co | 0.07% | Reduce -19.5% | 14,993 | $621K |
| Valmark Advisers, Inc. | 0.01% | Add +1.7% | 14,978 | $620K |
| Two Sigma Securities, LLC | 0.08% | Reduce -78.8% | 14,956 | $619K |
| Burford Brothers, Inc. | 0.28% | Add +9.6% | 14,806 | $613K |
| Cornerstone National Bank & Trust Co | 0.26% | Add +6.6% | 14,741 | $611K |
| Fairway Wealth LLC | 0.19% | Add +26.8% | 14,705 | $609K |
| Novare Capital Management LLC | 0.05% | Reduce -3.6% | 14,677 | $608K |
| Venturi Wealth Management, LLC | 0.03% | New | 14,556 | $603K |
| Tanglewood Wealth Management, Inc. | 0.06% | New | 14,433 | $598K |
| 3EDGE Asset Management, LP | 0.04% | Reduce -24.2% | 14,502 | $597K |
| CENTRAL TRUST Co | 0.01% | Add +3.8% | 14,412 | $597K |
| Impact Investors, Inc | 0.42% | Add +3.3% | 14,197 | $588K |
| VCI Wealth Management LLC | 0.20% | Add +8.4% | 13,915 | $576K |
| Hirtle & Co., LLC | 0.02% | No change | 13,787 | $571K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -3.9% | 13,590 | $563K |
| BlackRock, Inc. | 0.00% | Reduce -93.3% | 13,553 | $561K |
| Benjamin Edwards Inc. | 0.01% | Reduce -54.0% | 13,547 | $561K |
| International Assets Investment Management, LLC | 0.05% | New | 13,500 | $559K |
| FMR LLC | 0.00% | Reduce -14.3% | 13,460 | $557K |
| MontVue Capital Management, Inc. | 0.39% | Reduce -1.9% | 13,142 | $544K |
| Harbour Investment Management LLC | 0.23% | Reduce -1.1% | 12,960 | $537K |
| Monetary Management Group Inc. | 0.13% | No change | 12,768 | $529K |
| Composition Wealth, LLC | 0.01% | New | 12,556 | $520K |
| Medallion Wealth Advisors, LLC | 0.20% | Reduce -2.2% | 12,452 | $519K |
| Alpine Global Management, LLC | 0.14% | Add +69.7% | 12,509 | $518K |
| WealthShield Partners, LLC | 0.06% | Add +1.0% | 12,502 | $518K |
| Independent Financial Group, LLC | 0.01% | Add +5.3% | 12,475 | $517K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -32.0% | 12,345 | $511K |
| Bank of New York Mellon Corp | 0.00% | Reduce -36.6% | 12,310 | $510K |
| Retirement Planning Co of New England, Inc. | 0.23% | Add +2.9% | 12,309 | $510K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -58.2% | 12,284 | $509K |
| Natixis | 0.00% | Reduce -5.4% | 12,119 | $502K |
| Horizon Investments, LLC | 0.01% | Add +18.3% | 12,065 | $500K |
| Banco Santander, S.A. | 0.00% | Reduce -24.2% | 11,869 | $492K |
| Lido Advisors, LLC | 0.00% | Reduce -6.3% | 11,790 | $488K |
| Patten & Patten Inc. | 0.03% | Reduce -9.8% | 11,634 | $482K |
| Nestegg Advisors, Inc. | 0.46% | Add +1.5% | 11,614 | $481K |
| AMG National Trust Bank | 0.01% | Add +27.9% | 11,468 | $475K |
| Gateway Wealth Partners, LLC | 0.09% | New | 11,464 | $475K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -22.9% | 11,405 | $472K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.1% | 11,314 | $469K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 11,295 | $468K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.8% | 11,255 | $466K |
| Intergy Private Wealth, LLC | 0.16% | Reduce -0.3% | 11,178 | $463K |
| Principal Securities, Inc. | 0.01% | Reduce -45.5% | 10,965 | $454K |
| Kessler Investment Group, LLC | 0.19% | Add +0.6% | 10,963 | $454K |
| 10Elms LLP | 0.50% | Reduce -15.9% | 10,855 | $450K |
| Snider Financial Group | 0.13% | Add +11.0% | 10,817 | $448K |
| Colony Family Offices, LLC | 0.12% | No change | 10,758 | $446K |
| Conservest Capital Advisors, Inc. | 0.04% | Add +79.7% | 10,752 | $445K |
| Mystic Asset Management, Inc. | 0.11% | Add +8.9% | 10,613 | $440K |
| DT Investment Partners, LLC | 0.04% | Reduce -31.3% | 10,558 | $437K |
| Cullen Capital Management, LLC | 0.00% | New | 10,453 | $433K |
| Flagstar Securities, Inc. | 0.12% | Add +16.6% | 10,252 | $425K |
| Financial Advocates Investment Management | 0.03% | Reduce -54.6% | 10,089 | $418K |
| Okabena Investment Services Inc. | 0.09% | Add +2.5% | 10,062 | $417K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -26.5% | 10,033 | $416K |
| Captrust Financial Advisors | 0.00% | Add +69.7% | 10,032 | $416K |
| Fairvoy Private Wealth, LLC | 0.10% | Reduce -0.4% | 10,027 | $415K |
| GeoWealth Management, LLC | 0.02% | Reduce -62.0% | 9,960 | $413K |
| Clear Creek Financial Management, LLC | 0.04% | Add +27.9% | 9,897 | $410K |
| HBW Advisory Services LLC | 0.05% | Reduce -0.9% | 9,865 | $409K |
| Hilltop Holdings Inc. | 0.03% | Add +6.1% | 9,754 | $404K |
| Cresset Asset Management, LLC | 0.00% | Reduce -40.5% | 9,675 | $401K |
| Independence Bank of Kentucky | 0.06% | Reduce -10.7% | 9,663 | $400K |
| Diversify Advisory Services, LLC | 0.01% | Add +9.4% | 9,519 | $391K |
| Apexium Financial, LP | 0.02% | Add +0.0% | 9,421 | $390K |
| Contravisory Investment Management, Inc. | 0.08% | Reduce -30.0% | 9,416 | $390K |
| BLB&B Advisors, LLC | 0.02% | Reduce -66.1% | 9,383 | $389K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +1.5% | 9,374 | $388K |
| Piedmont Capital Management, LLC | 0.22% | Reduce -79.0% | 9,311 | $386K |
| Bonfire Financial | 0.32% | Add +9.5% | 9,307 | $385K |
| Cranbrook Wealth Management, LLC | 0.08% | Reduce -4.2% | 9,262 | $384K |
| Plimoth Trust Co. LLC | 0.09% | Add +11.0% | 9,247 | $383K |
| Sovran Advisors, LLC | 0.04% | Add +24.5% | 9,206 | $381K |
| Roberts Wealth Advisors, LLC | 0.11% | Add +2.9% | 9,109 | $377K |
| Rovin Capital /Ut/ | 0.11% | Add +2.5% | 9,049 | $375K |
| Mechanics Bank Trust Department | 0.05% | Reduce -15.1% | 9,049 | $375K |
| Tandem Wealth Advisors LLC | 0.18% | Add +0.5% | 8,952 | $371K |
| TD Capital Management LLC | 0.03% | Add +0.9% | 8,855 | $367K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -19.8% | 8,771 | $363K |
| United Asset Strategies, Inc. | 0.03% | Reduce -0.0% | 8,771 | $363K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -3.6% | 8,766 | $363K |
| Wambolt & Associates, LLC | 0.12% | Reduce -2.4% | 8,698 | $363K |
| WMG Financial Advisors, LLC | 0.13% | No change | 8,750 | $362K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +46.8% | 8,694 | $360K |
| M.E. Allison & Co., Inc. | 0.29% | Add +4.5% | 8,616 | $357K |
| Marks Group Wealth Management, Inc | 0.03% | New | 8,596 | $356K |
| WealthTrak Capital Management LLC | 0.30% | Add +2.8% | 8,592 | $356K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 8,579 | $355K |
| Montag A & Associates Inc. | 0.02% | Reduce -2.5% | 8,433 | $349K |
| Perigon Wealth Management, LLC | 0.01% | Add +9.7% | 8,418 | $349K |
| MGB Wealth Management, LLC | 0.11% | Add +0.1% | 8,406 | $348K |
| Blue Fin Capital, Inc. | 0.06% | Reduce -21.8% | 8,338 | $345K |
| L & S Advisors Inc | 0.04% | Reduce -0.3% | 8,277 | $343K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -50.5% | 8,174 | $339K |
| Beck Bode, LLC | 0.06% | Reduce -40.0% | 8,152 | $338K |
| Belpointe Asset Management LLC | 0.01% | Reduce -48.0% | 8,130 | $337K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -48.0% | 8,130 | $337K |
| J. Goldman & Co LP | 0.01% | New | 8,086 | $335K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +12.1% | 8,013 | $332K |
| First National Bank of Hutchinson | 0.20% | Reduce -3.6% | 7,901 | $327K |
| Iyo Bank, Ltd. | 0.13% | Reduce -66.7% | 7,899 | $327K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Reduce -16.2% | 7,896 | $327K |
| RVW Wealth, LLC | 0.03% | No change | 7,846 | $325K |
| Spinnaker Trust | 0.02% | No change | 7,827 | $324K |
| Pines Wealth Management, LLC | 0.11% | Add +8.2% | 7,710 | $322K |
| FineMark National Bank & Trust | 0.01% | Add +7.2% | 7,764 | $322K |
| Kwmg, LLC | 0.03% | New | 7,747 | $321K |
| Midwest Trust Co | 0.00% | — | 7,615 | $315K |
| KWB Wealth | 0.04% | Reduce -7.6% | 7,459 | $312K |
| PFG Investments, LLC | 0.02% | Reduce -2.2% | 7,525 | $312K |
| CoreCap Advisors, LLC | 0.01% | Reduce -71.6% | 7,460 | $309K |
| Brighton Jones LLC | 0.01% | Reduce -5.8% | 7,402 | $307K |
| First National Trust Co | 0.01% | Add +3.0% | 7,400 | $307K |
| KG Capital Management | 0.09% | New | 7,323 | $303K |
| Larson Financial Group LLC | 0.01% | Add +2.4% | 7,283 | $302K |
| Bedell Frazier Investment Counselling, LLC | 0.07% | Reduce -21.7% | 7,160 | $297K |
| Squarepoint Ops LLC | 0.00% | Reduce -21.9% | 7,137 | $296K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -17.3% | 7,135 | $296K |
| BCO Wealth Management LLC | 0.21% | No change | 7,115 | $295K |
| Bokf, NA | 0.00% | Reduce -3.1% | 7,051 | $292K |
| Nwam LLC | 0.02% | Add +0.9% | 6,965 | $288K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 6,933 | $288K |
| Caldwell Trust Co | 0.03% | Reduce -20.7% | 6,927 | $287K |
| W.H. Cornerstone Investments Inc. | 0.18% | New | 6,919 | $287K |
| ABLE Financial Group, LLC | 0.07% | Add +17.1% | 6,887 | $285K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -61.1% | 6,863 | $284K |
| Sherman Asset Management, Inc. | 0.25% | No change | 6,855 | $284K |
| True Vision MN LLC | 0.16% | Reduce -3.1% | 6,829 | $283K |
| Estate Counselors, LLC | 0.03% | Reduce -96.8% | 6,780 | $281K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 6,778 | $281K |
| Csenge Advisory Group | 0.01% | Reduce -9.5% | 6,704 | $280K |
| National Bank of Canada | 0.00% | Add +48.9% | 6,742 | $279K |
| Henshaw Capital LLC | 0.01% | No change | 6,675 | $276K |
| Mgo One Seven LLC | 0.01% | Add +4.2% | 6,660 | $276K |
| Ted Buchan & Co | 0.11% | Reduce -13.8% | 6,582 | $273K |
| Pinnacle Family Advisors, LLC | 0.13% | New | 6,565 | $272K |
| AQR Capital Management | 0.00% | New | 6,515 | $270K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 6,442 | $267K |
| Albion Financial Group | 0.02% | Reduce -98.3% | 6,442 | $267K |
| Calton & Associates, Inc. | 0.05% | Add +11.2% | 6,436 | $267K |
| Whalerock Point Partners, LLC | 0.06% | No change | 6,400 | $265K |
| Trilogy Capital Inc. | 0.01% | Reduce -12.2% | 6,367 | $264K |
| Evernest Financial Advisors, LLC | 0.08% | Add +22.3% | 6,336 | $262K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -3.5% | 6,291 | $261K |
| CWC Advisors, LLC. | 0.13% | Add +16.5% | 6,261 | $259K |
| Blue Chip Partners, LLC | 0.02% | Reduce -4.6% | 6,179 | $256K |
| Scotia Capital Inc. | 0.00% | New | 6,170 | $256K |
| Ally Invest Advisors Inc. | 0.02% | Add +3.5% | 6,157 | $255K |
| Millington Financial Advisors, LLC | 0.13% | Add +13.2% | 5,926 | $254K |
| Arlington Capital Management, Inc. | 0.22% | Reduce -3.3% | 6,105 | $253K |
| Madden Advisory Services, Inc. | 0.11% | Reduce -2.3% | 6,096 | $252K |
| WorthPointe, LLC | 0.11% | New | 6,047 | $250K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -6.9% | 6,046 | $250K |
| Barrett & Company, Inc. | 0.09% | No change | 6,008 | $249K |
| Wealth Advisory Team LLC | 0.23% | — | 5,991 | $248K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.0% | 5,970 | $247K |
| PFG Advisors | 0.01% | Add +9.4% | 5,931 | $246K |
| Dearborn Partners LLC | 0.01% | New | 5,927 | $245K |
| Wedbush Securities Inc. | 0.01% | Reduce -15.7% | 5,883 | $244K |
| Marshall & Sterling Wealth Advisors Inc. | 0.16% | New | 5,850 | $242K |
| NorthRock Partners, LLC | 0.01% | No change | 5,846 | $242K |
| Zacks Investment Management | 0.00% | New | 5,779 | $239K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -3.0% | 5,777 | $239K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -65.6% | 5,740 | $238K |
| Fisher Asset Management | 0.00% | Reduce -10.2% | 5,733 | $237K |
| Breed's Hill Capital LLC | 0.11% | No change | 5,658 | $234K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -20.3% | 5,654 | $234K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -0.3% | 5,561 | $230K |
| HB Wealth Management, LLC | 0.00% | Add +16.0% | 5,557 | $230K |
| TFB Advisors LLC | 0.06% | Reduce -3.6% | 5,549 | $230K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,427 | $225K |
| First Horizon Advisors, Inc. | 0.01% | No change | 5,416 | $224K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +0.9% | 5,415 | $224K |
| Pure Portfolios Holdings LLC | 0.08% | Reduce -22.0% | 5,411 | $224K |
| Realta Investment Advisors | 0.09% | Add +115.8% | 5,405 | $224K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -77.7% | 5,356 | $222K |
| Rooted Wealth Advisors, Inc. | 0.08% | No change | 5,310 | $221K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.2% | 5,327 | $221K |
| First Financial Bank - Trust Division | 0.02% | New | 5,320 | $220K |
| Colton Groome Financial Advisors, LLC | 0.07% | Reduce -7.0% | 5,319 | $220K |
| Solstein Capital, LLC | 0.11% | Reduce -0.6% | 5,295 | $219K |
| Centaurus Financial, Inc. | 0.01% | Add +10.9% | 5,266 | $218K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 5,223 | $216K |
| Asset Management One Co., Ltd. | 0.00% | Add +12865.0% | 5,186 | $215K |
| Point Windward Advisors Inc. | 0.10% | Reduce -6.1% | 5,167 | $214K |
| Verus Capital Partners, LLC | 0.02% | Add +0.3% | 5,137 | $213K |
| Community Trust & Investment Co. | 0.01% | No change | 5,135 | $213K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -23.8% | 5,172 | $212K |
| Cary Street Partners Financial LLC | 0.01% | New | 5,092 | $211K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -2.4% | 5,034 | $209K |
| Merit Financial Group, LLC | 0.00% | Reduce -14.5% | 5,025 | $208K |
| 111 Capital | 0.04% | Reduce -86.9% | 4,940 | $205K |
| Insigneo Advisory Services, LLC | 0.02% | New | 4,928 | $204K |
| Howe & Rusling Inc. | 0.01% | Add +36.8% | 4,866 | $202K |
| Landmark Wealth Management, Inc. | 0.09% | Reduce -80.5% | 4,849 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -13.4% | 4,730 | $196K |
| IFP Advisors, Inc | 0.01% | Reduce -29.2% | 4,722 | $196K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -61.9% | 4,563 | $189K |
| First United Bank & Trust | 0.07% | Reduce -10.3% | 4,508 | $187K |
| University of Texas/Texas Am Investment Management Co. | 0.03% | No change | 4,444 | $184K |
| Lanark Financial, Inc. | 0.01% | Reduce -6.6% | 4,418 | $183K |
| Toronto Dominion Bank | 0.00% | Add +108.7% | 4,045 | $168K |
| Ancora Advisors LLC | 0.00% | Reduce -3.9% | 3,930 | $163K |
| Prestige Wealth Management Group LLC | 0.03% | Add +6.0% | 3,824 | $158K |
| Opal Wealth Advisors, LLC | 0.04% | New | 3,478 | $144K |
| Abound Wealth Management | 0.04% | Add +1.2% | 3,414 | $141K |
| Arax Advisory Partners | 0.01% | Reduce -48.2% | 3,202 | $133K |
| Capital Analysts, LLC | 0.00% | Add +35.4% | 3,089 | $128K |
| Security National Bank | 0.02% | No change | 3,012 | $125K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 2,893 | $121K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +15.8% | 2,438 | $101K |
| Flagship Wealth Advisors, LLC | 0.04% | Reduce -11.5% | 2,351 | $97K |
| LRI Investments, LLC | 0.01% | No change | 2,310 | $96K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,130 | $88K |
| Financial Freedom, LLC | 0.05% | Add +0.5% | 2,105 | $87K |
| Smithfield Trust Co | 0.00% | Add +2.0% | 2,089 | $86K |
| Chilton Capital Management LLC | 0.00% | Reduce -6.9% | 2,049 | $85K |
| UMB Bank, n.a. | 0.00% | Add +12.5% | 2,029 | $84K |
| Peoples Financial Services Corp. | 0.04% | Reduce -25.9% | 2,007 | $83K |
| Aventura Private Wealth, LLC | 0.03% | Reduce -6.6% | 1,937 | $80K |
| Private Wealth Asset Management, LLC | 0.01% | Add +61.8% | 1,911 | $79K |
| Tsfg, LLC | 0.01% | Reduce -10.1% | 1,914 | $79K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -49.4% | 1,822 | $75K |
| Front Row Advisors LLC | 0.03% | No change | 1,760 | $73K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,750 | $72K |
| Clearstead Advisors, LLC | 0.00% | Add +52.9% | 1,735 | $72K |
| Arlington Trust Co LLC | 0.01% | Add +1000.0% | 1,650 | $68K |
| Concord Wealth Partners | 0.01% | Reduce -21.0% | 1,645 | $68K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1156.9% | 1,634 | $68K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.8% | 1,588 | $66K |
| Blue Trust, Inc. | 0.00% | Add +538.8% | 1,482 | $61K |
| Investment Management Corp. /Va/ | 0.05% | Reduce -98.6% | 1,437 | $60K |
| Viewpoint Capital Management LLC | 0.03% | No change | 1,314 | $54K |
| CVA Family Office, LLC | 0.01% | No change | 1,228 | $51K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 1,109 | $46K |
| Assetmark, Inc. | 0.00% | Reduce -99.1% | 1,094 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -43.9% | 1,042 | $43K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,038 | $43K |
| Pflug Koory, LLC | 0.02% | Add +0.1% | 983 | $41K |
| Harbor Asset Planning, Inc. | 0.04% | — | 963 | $40K |
| Eastern Bank | 0.00% | Reduce -3.6% | 933 | $39K |
| Bangor Savings Bank | 0.00% | Reduce -12.6% | 908 | $38K |
| Curat Global, LLC | 0.03% | No change | 820 | $34K |
| Berbice Capital Management LLC | 0.02% | Add +300.0% | 800 | $33K |
| Avion Wealth | 0.01% | Add +1.4% | 816 | $33K |
| Evermay Wealth Management LLC | 0.00% | No change | 735 | $30K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 718 | $30K |
| Oakworth Capital, Inc. | 0.00% | No change | 718 | $30K |
| Tortoise Investment Management, LLC | 0.00% | No change | 703 | $29K |
| Webster Bank, N. A. | 0.00% | No change | 677 | $28K |
| IMA Advisory Services, Inc. | 0.00% | No change | 670 | $28K |
| Byrne Asset Management LLC | 0.02% | New | 663 | $27K |
| Ameriflex Group, Inc. | 0.01% | Reduce -79.8% | 657 | $27K |
| FWL Investment Management, LLC | 0.01% | No change | 648 | $27K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -84.9% | 636 | $26K |
| Bollard Group LLC | 0.00% | Add +0.7% | 617 | $26K |
| Banque Cantonale Vaudoise | 0.00% | No change | 598 | $25K |
| Choate Investment Advisors | 0.00% | New | 554 | $23K |
| Parallel Advisors, LLC | 0.00% | Add +8.6% | 544 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -80.1% | 543 | $22K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 537 | $22K |
| New Millennium Group LLC | 0.01% | Reduce -27.8% | 534 | $22K |
| Deutsche Bank AG | 0.00% | Reduce -65.2% | 533 | $22K |
| Addison Advisors LLC | 0.01% | No change | 525 | $22K |
| Global Trust Asset Management, LLC | 0.01% | No change | 500 | $21K |
| MTM Investment Management, LLC | 0.01% | No change | 455 | $19K |
| GAMMA Investing LLC | 0.00% | Add +10.3% | 428 | $18K |
| Cedar Wealth Management, LLC | 0.01% | New | 398 | $16K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.8% | 397 | $16K |
| Advanced Asset Management Advisors Inc | 0.00% | Add +6.4% | 397 | $16K |
| Angeles Wealth Management, LLC | 0.00% | No change | 397 | $16K |
| North Star Investment Management Corp. | 0.00% | Add +182.6% | 390 | $16K |
| NFSG Corp | 0.00% | No change | 386 | $16K |
| Valley Wealth Managers, Inc. | 0.00% | Add +16.7% | 371 | $15K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 364 | $15K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 353 | $15K |
| Crews Bank & Trust | 0.00% | No change | 335 | $14K |
| Missouri Trust & Investment Co | 0.00% | New | 326 | $14K |
| Silicon Valley Capital Partners | 0.00% | New | 323 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +312.5% | 330 | $13K |
| Truvestments Capital LLC | 0.00% | Reduce -20.4% | 300 | $12K |
| Bank of New Hampshire | 0.00% | No change | 300 | $12K |
| Vision Financial Markets LLC | 0.01% | Add +0.3% | 283 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 279 | $12K |
| Rice Partnership, LLC | 0.00% | No change | 278 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +22.4% | 268 | $11K |
| Luminist Capital LLC | 0.01% | No change | 257 | $11K |
| Archer Investment Corp | 0.00% | No change | 237 | $10K |
| Investors Research Corp | 0.00% | No change | 232 | $10K |
| Brooklyn Investment Group | 0.00% | No change | 222 | $9K |
| Legacies Wealth LLC | 0.01% | No change | 218 | $9K |
| Millstone Evans Group, LLC | 0.01% | Add +26.2% | 217 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 215 | $9K |
| Eukles Asset Management | 0.00% | No change | 215 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | Add +93.6% | 213 | $9K |
| Key Financial Inc | 0.00% | Reduce -82.3% | 211 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -82.9% | 206 | $9K |
| Financial Perspectives, Inc | 0.00% | Add +1.0% | 206 | $9K |
| Franklin Resources Inc. | 0.00% | New | 195 | $8K |
| Tidemark, LLC | 0.00% | Reduce -13.2% | 171 | $7K |
| Bare Financial Services, Inc | 0.00% | No change | 169 | $7K |
| Joseph Group Capital Management | 0.00% | Reduce -62.5% | 156 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | New | 154 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 155 | $6K |
| Nemes Rush Group LLC | 0.00% | Reduce -28.6% | 147 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 145 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 146 | $6K |
| ORG Partners LLC | 0.00% | New | 143 | $6K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 140 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 139 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 136 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -80.6% | 135 | $6K |
| Granite FO LLC | 0.00% | No change | 125 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 124 | $5K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 125 | $5K |
| Scarborough Advisors, LLC | 0.00% | New | 114 | $5K |
| Transce3nd, LLC | 0.00% | No change | 110 | $5K |
| Activest Wealth Management | 0.00% | No change | 110 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -97.1% | 100 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 98 | $4K |
| Covestor Ltd | 0.00% | Reduce -23.8% | 93 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 96 | $4K |
| Grove Bank & Trust | 0.00% | New | 95 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 91 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Add +167.7% | 91 | $4K |
| McIlrath & Eck, LLC | 0.00% | Reduce -19.8% | 89 | $4K |
| Weaver Capital Management LLC | 0.00% | New | 87 | $4K |
| SYM FINANCIAL Corp | 0.00% | No change | 86 | $4K |
| LGT Financial Advisors LLC | 0.01% | New | 83 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 83 | $3K |
| Breakwater Investment Management | 0.00% | No change | 82 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +1.3% | 78 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 68 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 67 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 65 | $3K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | No change | 58 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -6.9% | 54 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 46 | $2K |
| Signaturefd, LLC | 0.00% | Add +39.4% | 46 | $2K |
| 1 North Wealth Services LLC | 0.00% | No change | 45 | $2K |
| IAG Wealth Partners, LLC | 0.00% | New | 44 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 41 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 41 | $2K |
| WestEnd Advisors, LLC | 0.00% | No change | 41 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 41 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +483.3% | 35 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 34 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 32 | $1K |
| Horizon Bancorp Inc. | 0.00% | No change | 36 | $1K |
| Crewe Advisors LLC | 0.00% | Reduce -70.7% | 24 | $995 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 20 | $828 |
| Register Financial Advisors LLC | 0.00% | No change | 18 | $746 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 18 | $746 |
| Family Manage LLC | 0.00% | No change | 14 | $580 |
| St Germain D J Co. Inc. | 0.00% | No change | 11 | $456 |
| Accredited Wealth Management, LLC | 0.00% | No change | 8 | $332 |
| Trust Co. of Vermont | 0.00% | No change | 5 | $207 |
| Rise Advisors, LLC | 0.00% | Add +100.0% | 4 | $169 |
| Global Wealth Strategies & Associates | 0.00% | No change | 4 | $166 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $125 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $124 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -90.9% | 2 | $83 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 1 | $62 |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 16 | $0 |
| Coston, McIsaac & Partners | 0.00% | Reduce -96.7% | 1 | $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.