SS Real Estate Select SectorXLREETF
13F holders, Q3 2025 (September 30)725holders +4
69new positions
56sold out
2famous investors
$42.12avg. 13F price*
At the end of Q3 2025, 725 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 4 from Q2 2025. 69 opened new positions and 56 sold out. The largest holders were Creative Planning ($1.7B), Bank of America Corp. ($791.8M) and Morgan Stanley ($281.1M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management'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 (Q3 2025)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $144.0M |
| Exits | 56 | $110.3M |
All 13F filers, Q2 2025 → Q3 2025: 18,051,755 shares bought and 7,579,734 shares sold, net +10,472,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Creative Planning | 1.31% | Add +8.9% | 40,704,991 | $1.7B |
| Bank of America Corp. | 0.06% | Reduce -0.9% | 18,793,178 | $791.8M |
| Morgan Stanley | 0.02% | Add +0.6% | 6,672,087 | $281.1M |
| Phoenix Financial Ltd. | 2.41% | Add +102.1% | 4,697,204 | $197.9M |
| LPL Financial LLC | 0.05% | Reduce -0.9% | 4,179,043 | $176.1M |
| Wells Fargo & Company | 0.03% | Add +7.3% | 3,922,874 | $165.3M |
| Cassaday & Co Wealth Management LLC | 3.07% | Add +2.4% | 3,161,974 | $133.2M |
| BNP Paribas Financial Markets | 0.10% | Add +31.4% | 3,138,677 | $132.2M |
| Ameriprise Financial Inc. | 0.02% | Add +4.4% | 2,392,845 | $100.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.2% | 2,088,027 | $88.0M |
| UBS Group AG | 0.02% | Add +31.9% | 2,034,348 | $85.7M |
| Royal Bank of Canada | 0.02% | Add +260.6% | 2,012,994 | $84.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.62% | Add +0.5% | 1,630,323 | $68.7M |
| Moss Adams Wealth Advisors LLC | 4.84% | Add +12.2% | 1,473,194 | $62.1M |
| Capital Investment Advisors, LLC | 0.99% | Add +6.6% | 1,421,335 | $59.9M |
| Baird Financial Group, Inc. | 0.09% | Add +2.0% | 1,305,309 | $55.0M |
| Raymond James Financial Inc. | 0.02% | Add +6.3% | 1,259,199 | $53.1M |
| Citigroup Inc. | 0.04% | Add +69.6% | 1,201,616 | $50.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.52% | Add +0.0% | 1,150,480 | $48.5M |
| Cetera Investment Advisers | 0.06% | Add +31.5% | 1,147,740 | $48.4M |
| Osaic Holdings, Inc. | 0.07% | Add +574.6% | 1,134,181 | $47.8M |
| Alps Advisors Inc. | 0.27% | Add +0.6% | 1,133,764 | $47.8M |
| Caisse de depot et placement du Quebec | 0.08% | New | 1,115,571 | $47.0M |
| Kingsview Wealth Management, LLC | 0.71% | Add +161.0% | 1,097,078 | $46.2M |
| Advisory Alpha, LLC | 1.20% | Add +6.4% | 1,025,364 | $43.0M |
| PGIM Custom Harvest LLC | 0.56% | Add +14.7% | 883,974 | $37.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.5% | 845,684 | $35.6M |
| Victory Capital Management Inc. | 0.02% | New | 774,438 | $32.6M |
| Means Investment Co., Inc. | 2.50% | Add +13.4% | 686,448 | $28.9M |
| Cornerstone Advisors, LLC | 0.92% | Reduce -4.0% | 659,700 | $27.8M |
| Factory Mutual Insurance Co. | 0.27% | No change | 659,000 | $27.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.2% | 613,975 | $25.5M |
| Millennium Management | 0.02% | New | 586,397 | $24.7M |
| Auto-Owners Insurance Co | 0.64% | No change | 584,048 | $24.6M |
| Meitav Investment House Ltd. | 0.32% | Add +0.0% | 567,967 | $23.9M |
| HighTower Advisors, LLC | 0.02% | Add +10.1% | 517,648 | $21.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.72% | Add +14.4% | 495,903 | $20.9M |
| Waller Financial Planning Group, Inc. | 4.75% | Add +1.7% | 490,922 | $20.7M |
| Mariner, LLC | 0.03% | Reduce -1.8% | 484,706 | $20.4M |
| Stadion Money Management, LLC | 1.56% | Add +0.3% | 463,117 | $19.5M |
| Agf Management Ltd. | 0.09% | Add +58.5% | 457,620 | $19.3M |
| Cwm, LLC | 0.06% | Add +31.1% | 453,918 | $19.1M |
| Warwick Investment Management, Inc. | 3.30% | Reduce -3.6% | 451,508 | $19.0M |
| Janney Capital Management LLC | 1.03% | Reduce -3.0% | 394,114 | $16.6M |
| Ballentine Partners, LLC | 0.23% | Add +0.2% | 393,529 | $16.6M |
| Private Advisor Group, LLC | 0.08% | Reduce -6.8% | 388,552 | $16.4M |
| Modern Wealth Management, LLC | 0.30% | Reduce -23.0% | 360,694 | $15.2M |
| Stifel Financial Corp. | 0.01% | Add +11.6% | 359,972 | $15.2M |
| Penserra Capital Management LLC | 0.18% | Add +18.4% | 355,792 | $15.0M |
| Stonebridge Capital Advisors LLC | 1.06% | Add +3.1% | 351,143 | $14.8M |
| Tower Research Capital LLC (TRC) | 0.41% | Add +1128.4% | 349,438 | $14.7M |
| Country Trust Bank | 0.30% | Reduce -20.3% | 323,899 | $13.6M |
| AlphaStar Capital Management, LLC | 1.16% | Add +10.0% | 320,034 | $13.5M |
| Allworth Financial LP | 0.06% | Add +3.4% | 313,824 | $13.2M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.86% | No change | 303,152 | $12.7M |
| Transamerica Financial Advisors, LLC | 1.05% | Add +1.8% | 299,309 | $12.6M |
| Trust Asset Management LLC | 0.86% | No change | 295,390 | $12.4M |
| Hudock, Inc. | 1.88% | Add +1.0% | 293,680 | $12.4M |
| Amica Mutual Insurance Co. | 1.13% | No change | 292,706 | $12.3M |
| MAI Capital Management | 0.08% | Add +4.0% | 287,065 | $12.1M |
| D.A. Davidson & Co. | 0.07% | Add +2.9% | 277,213 | $11.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +2103.9% | 270,725 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 267,969 | $11.3M |
| Private Advisory Group LLC | 0.95% | Add +25.9% | 259,324 | $10.9M |
| AE Wealth Management LLC | 0.07% | Add +8.8% | 256,265 | $10.8M |
| Peak Retirement Planning, Inc. | 3.03% | Add +39.1% | 255,001 | $10.7M |
| American Financial Advisors, LLC | 1.38% | Reduce -8.6% | 253,478 | $10.7M |
| Arrow Financial Corp | 1.07% | Add +5.8% | 248,532 | $10.5M |
| Capital Wealth Management, LLC | 3.64% | Add +4.3% | 248,118 | $10.5M |
| Symmetry Investments LP | 0.82% | New | 240,500 | $10.1M |
| Barclays PLC | 0.00% | Reduce -52.7% | 229,267 | $9.7M |
| Flagship Harbor Advisors, LLC | 0.42% | Reduce -5.0% | 227,034 | $9.6M |
| Freestone Capital Holdings, LLC | 0.29% | Reduce -6.6% | 225,274 | $9.5M |
| Equitable Holdings, Inc. | 0.07% | Add +28.8% | 222,769 | $9.4M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +55.4% | 219,206 | $9.2M |
| Full Sail Capital, LLC | 0.51% | Reduce -2.7% | 217,405 | $9.2M |
| Brio Consultants, LLC | 1.25% | Add +3.7% | 215,503 | $9.1M |
| Certified Advisory Corp | 0.84% | Add +4.7% | 209,299 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -38.2% | 208,933 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -65.1% | 201,819 | $8.5M |
| Keybank National Association | 0.03% | Reduce -0.3% | 196,247 | $8.3M |
| StrongBox Wealth, LLC | 2.74% | Add +87.5% | 192,371 | $8.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -1.4% | 191,458 | $8.1M |
| WCG Wealth Advisors LLC | 0.50% | Reduce -8.8% | 188,199 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.0% | 179,757 | $7.6M |
| Solano Wealth Investment Advisors LLC | 3.56% | Add +3.9% | 175,355 | $7.4M |
| First Interstate Bank | 0.40% | Reduce -1.7% | 173,980 | $7.3M |
| Swan Global Investments, LLC | 0.32% | Reduce -14.0% | 170,746 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Add +0.7% | 168,261 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +39.2% | 167,463 | $7.1M |
| Proffitt & Goodson Inc. | 1.00% | Add +5.0% | 166,000 | $7.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -4.9% | 159,029 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -18.3% | 156,101 | $6.6M |
| Armstrong Advisory Group, Inc. | 0.45% | Add +0.3% | 152,615 | $6.4M |
| Citizens Financial Group Inc. | 0.09% | Reduce -8.2% | 150,807 | $6.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +35.2% | 149,808 | $6.3M |
| KFG Wealth Management, LLC | 0.90% | Add +13.9% | 147,702 | $6.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.8% | 147,689 | $6.2M |
| Invenio Wealth Partners LLC | 2.23% | Add +4.3% | 145,771 | $6.1M |
| Farmers Trust Co. | 1.04% | New | 143,763 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.6% | 140,249 | $5.9M |
| Adams Wealth Management | 1.25% | Reduce -11.0% | 138,385 | $5.8M |
| CacheTech Inc. | 1.17% | Reduce -11.0% | 138,385 | $5.8M |
| Choreo, LLC | 0.07% | Reduce -10.4% | 136,578 | $5.8M |
| JFS Wealth Advisors, LLC | 0.33% | Reduce -3.2% | 133,655 | $5.6M |
| Ayalon Insurance Comp Ltd. | 1.39% | Add +29.1% | 130,879 | $5.5M |
| Western Wealth Management, LLC | 0.28% | Add +124.2% | 125,794 | $5.3M |
| Evergreen Capital Management LLC | 0.12% | Add +6.2% | 123,181 | $5.2M |
| Aspect Partners, LLC | 2.35% | Add +2.7% | 122,762 | $5.2M |
| American National Bank of Texas | 4.78% | — | 120,507 | $5.1M |
| Algorithmic Investment Models, LLC | 3.34% | Reduce -17.9% | 119,244 | $5.0M |
| IHT Wealth Management, LLC | 0.13% | Add +1.0% | 118,646 | $5.0M |
| KCM Investment Advisors LLC | 0.16% | Add +2.6% | 118,195 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -13.6% | 117,314 | $4.9M |
| PSI Advisors, LLC | 1.28% | Add +0.0% | 116,581 | $4.9M |
| Rothschild Capital Partners, LLC | 1.15% | Add +0.1% | 115,395 | $4.9M |
| MML Investors Services, LLC | 0.01% | Reduce -0.5% | 113,676 | $4.8M |
| Legacy Private Trust Co. | 0.28% | Add +0.5% | 112,631 | $4.7M |
| First Merchants Corp. | 0.18% | Reduce -2.4% | 110,922 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -45.6% | 110,896 | $4.7M |
| Northern Trust Corp. | 0.00% | Reduce -7.7% | 110,135 | $4.6M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +3.9% | 109,710 | $4.6M |
| Arkansas Financial Group, Inc. | 0.66% | Add +16.1% | 107,135 | $4.5M |
| Thor Trading Advisors, LLC | 2.28% | Add +23.1% | 106,590 | $4.5M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.90% | No change | 104,758 | $4.4M |
| Capital Insight Partners, LLC | 0.71% | Reduce -0.8% | 102,414 | $4.3M |
| Nelson Capital Management, LLC | 0.51% | Add +1.2% | 101,783 | $4.3M |
| Brookstone Capital Management | 0.05% | Add +66.0% | 98,621 | $4.2M |
| Pinkerton Wealth, LLC | 0.44% | Add +33.0% | 97,241 | $4.1M |
| Foster & Motley Inc. | 0.22% | Reduce -1.8% | 97,025 | $4.1M |
| Jacobi Capital Management LLC | 0.25% | Add +17.2% | 96,650 | $4.1M |
| American National Bank & Trust | 0.40% | Add +298.4% | 95,448 | $4.0M |
| FLC Capital Advisors | 0.78% | Add +1.6% | 95,378 | $4.0M |
| Altura Wealth Advisors Inc. | 1.85% | Add +23.2% | 92,275 | $3.9M |
| CAP Partners, LLC | 2.20% | Add +9.4% | 91,911 | $3.9M |
| Simon Quick Advisors, LLC | 0.17% | Add +3.0% | 91,485 | $3.9M |
| Stephens Inc. | 0.05% | Reduce -0.0% | 87,118 | $3.7M |
| 1ST Source Bank | 0.19% | Add +0.3% | 85,623 | $3.6M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -2.9% | 85,584 | $3.6M |
| Fortis Group Advisors, LLC | 0.62% | Reduce -50.6% | 87,414 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +68.5% | 84,356 | $3.6M |
| Compound Planning, Inc. | 0.11% | Add +5.8% | 83,654 | $3.5M |
| Chemung Canal Trust Co. | 0.68% | Add +3.9% | 81,145 | $3.4M |
| Park Avenue Securities LLC | 0.03% | Add +2.0% | 79,425 | $3.3M |
| Waverly Advisors, LLC | 0.03% | Add +296.6% | 78,777 | $3.3M |
| Econ Financial Services Corp | 1.65% | Add +21.3% | 78,410 | $3.3M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -29.6% | 78,301 | $3.3M |
| Creative Financial Designs Inc. | 0.22% | Add +2.9% | 78,211 | $3.3M |
| Vickerman Investment Advisors, Inc. | 0.66% | Add +8.9% | 77,569 | $3.3M |
| Chesley Taft & Associates LLC | 0.14% | Reduce -0.4% | 77,005 | $3.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.91% | Add +7.4% | 76,151 | $3.2M |
| IMC-Chicago, LLC | 0.06% | New | 76,096 | $3.2M |
| Atlantic Union Bankshares Corp | 0.06% | Add +24.7% | 75,671 | $3.2M |
| Forbes J M & Co. LLP | 0.26% | No change | 74,904 | $3.2M |
| Cardiff Park Advisors, LLC | 0.24% | No change | 74,591 | $3.1M |
| Bar Harbor Wealth Management | 0.19% | Add +0.5% | 74,523 | $3.1M |
| J. Team Financial, Inc. | 3.10% | — | 72,588 | $3.1M |
| Horizon Financial Services, LLC | 1.44% | Add +4.8% | 71,445 | $3.0M |
| Spire Wealth Management | 0.10% | Add +39.1% | 71,389 | $3.0M |
| M&T Bank Corp | 0.01% | Reduce -17.3% | 70,892 | $3.0M |
| Banco BTG Pactual S.A. | 0.42% | Add +25.1% | 68,405 | $2.9M |
| Prentice Wealth Management LLC | 0.71% | Add +3.1% | 68,069 | $2.9M |
| Pinnacle Financial Partners Inc | 0.07% | Reduce -1.9% | 66,545 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +16.2% | 66,556 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -31.6% | 64,199 | $2.7M |
| Paladin Advisory Group, LLC | 2.10% | Add +0.4% | 63,882 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.0% | 63,792 | $2.7M |
| Pacific Center for Financial Services | 0.68% | Add +1.3% | 63,560 | $2.7M |
| NBT Bank, N.A. | 0.17% | Reduce -0.7% | 60,657 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Add +0.7% | 60,141 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +224.6% | 58,672 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -0.6% | 58,442 | $2.5M |
| Cordatus Wealth Management LLC | 0.58% | Add +0.3% | 58,424 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.7% | 58,249 | $2.5M |
| Bailard, Inc. | 0.05% | Reduce -5.0% | 57,566 | $2.4M |
| Bank of Montreal | 0.00% | Add +3.0% | 56,769 | $2.4M |
| Fragasso Financial Advisors Inc | 0.14% | Reduce -10.9% | 54,596 | $2.3M |
| Triangle Securities Wealth Management | 0.51% | Reduce -46.1% | 53,985 | $2.3M |
| Atlanta Consulting Group Advisors, LLC | 0.56% | Add +27.8% | 53,966 | $2.3M |
| Manske Wealth Management | 0.69% | Reduce -2.9% | 53,268 | $2.2M |
| WBH Advisory Inc. | 0.17% | Reduce -0.0% | 52,323 | $2.2M |
| Rik Saylor Financial, Inc. | 1.61% | Reduce -2.3% | 52,142 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +2.9% | 51,770 | $2.2M |
| Redwood Financial Network Corp | 1.36% | Add +1.2% | 51,071 | $2.2M |
| Compass Wealth Management, LLC | 0.95% | Add +6.7% | 50,997 | $2.1M |
| Trek Financial, LLC | 0.13% | Reduce -5.9% | 50,051 | $2.1M |
| Beacon Bank & Trust | 0.45% | Reduce -0.2% | 49,183 | $2.1M |
| RFG Advisory, LLC | 0.04% | Reduce -1.9% | 49,105 | $2.1M |
| Premier Path Wealth Partners, LLC | 0.26% | Add +0.7% | 48,511 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -22.1% | 48,395 | $2.0M |
| CTC Alternative Strategies, Ltd. | 3.23% | Reduce -39.6% | 47,595 | $2.0M |
| Winthrop Capital Management, LLC | 0.48% | Add +1.8% | 47,445 | $2.0M |
| Sound Income Strategies, LLC | 0.11% | Reduce -11.4% | 48,373 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +73.4% | 48,108 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.8% | 46,714 | $2.0M |
| Proficio Capital Partners LLC | 0.13% | Add +20.1% | 46,530 | $2.0M |
| Comerica Bank | 0.01% | Add +8.0% | 46,424 | $2.0M |
| Provident Co of the Employees of the Hebrew University LTD | 1.94% | No change | 46,236 | $1.9M |
| Private Wealth Advisors, LLC | 0.71% | Reduce -54.4% | 44,866 | $1.9M |
| Dakota Wealth Management | 0.04% | Reduce -5.7% | 43,567 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.4% | 43,247 | $1.8M |
| Castle Wealth Management LLC | 0.61% | Add +5.2% | 42,777 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -56.4% | 42,187 | $1.8M |
| United Bank | 0.62% | New | 42,137 | $1.8M |
| Parallax Volatility Advisers, L.P. | 0.06% | New | 42,000 | $1.8M |
| Ignite Planners, LLC | 0.29% | Reduce -8.3% | 41,966 | $1.8M |
| Centennial Bank | 0.69% | Add +9.5% | 41,908 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +254.1% | 41,742 | $1.8M |
| Horizons Wealth Management | 1.18% | Add +3.1% | 40,948 | $1.7M |
| Ballast Advisors LLC | 0.47% | Add +5.5% | 40,887 | $1.7M |
| US Bancorp \de | 0.00% | Add +3.9% | 40,820 | $1.7M |
| Empirical Asset Management, LLC | 0.48% | New | 40,756 | $1.7M |
| CX Institutional | 0.05% | Reduce -27.8% | 40,708 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.24% | Reduce -76.5% | 40,194 | $1.7M |
| Quantessence Capital LLC | 0.53% | New | 40,047 | $1.7M |
| Parkside Investments, LLC | 0.21% | New | 40,000 | $1.7M |
| Fifth Third Bancorp | 0.01% | Reduce -4.1% | 39,357 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -9.4% | 38,540 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Reduce -23.1% | 38,458 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Reduce -12.6% | 38,085 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +20.9% | 38,346 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.2% | 38,277 | $1.6M |
| Zuckerman Investment Group, LLC | 0.15% | Reduce -0.3% | 37,975 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -1.3% | 37,536 | $1.6M |
| Richard W. Paul & Associates, LLC | 0.53% | Add +3.0% | 37,084 | $1.6M |
| Jump Financial, LLC | 0.02% | New | 36,993 | $1.6M |
| LexAurum Advisors, LLC | 0.22% | Add +1.9% | 36,418 | $1.5M |
| Old National Bancorp | 0.03% | Reduce -3.0% | 36,121 | $1.5M |
| Krilogy Financial LLC | 0.06% | Add +24.5% | 36,592 | $1.5M |
| State Street Corp. | 0.00% | Reduce -94.4% | 35,496 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +28.5% | 34,665 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -23.5% | 33,963 | $1.4M |
| Orange Investment Advisors, Inc. | 0.15% | Add +14.5% | 33,455 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 33,257 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +2.3% | 32,854 | $1.4M |
| Innealta Capital, LLC | 0.69% | Reduce -35.2% | 32,690 | $1.4M |
| Pacific Sun Financial Corp | 0.66% | Add +3.3% | 32,664 | $1.4M |
| Wealth Alliance Advisory Group, LLC | 0.25% | Add +21.9% | 32,257 | $1.4M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.4% | 31,982 | $1.3M |
| Copia Wealth Management | 1.00% | Reduce -1.1% | 31,931 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.15% | Reduce -0.1% | 31,861 | $1.3M |
| Country Club Bank | 0.08% | Reduce -2.2% | 31,793 | $1.3M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -3.6% | 31,566 | $1.3M |
| Trust Co. of Oklahoma | 0.39% | Add +0.4% | 31,460 | $1.3M |
| AlphaCore Capital LLC | 0.04% | Add +0.6% | 31,326 | $1.3M |
| Scott Capital Advisors, LLC | 0.30% | Reduce -2.1% | 31,933 | $1.3M |
| LYNX Capital Group Ltd. | 0.61% | No change | 31,300 | $1.3M |
| Founders Financial Securities LLC | 0.09% | Add +89.8% | 31,214 | $1.3M |
| Horizon Investments, LLC | 0.02% | Add +157.9% | 31,117 | $1.3M |
| AAFMAA Wealth Management & Trust LLC | 0.52% | Add +2.5% | 30,822 | $1.3M |
| Foronjy Financial LLC | 0.57% | Add +7.6% | 30,771 | $1.3M |
| Ranch Capital Advisors Inc. | 0.49% | Add +1.9% | 30,137 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.53% | Add +1.7% | 30,114 | $1.3M |
| BlueCrest Capital Management Ltd | 0.09% | Add +0.0% | 30,099 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +120.6% | 29,904 | $1.3M |
| Quattro Financial Advisors LLC | 0.39% | No change | 29,297 | $1.2M |
| Vantage Financial Partners, LLC | 0.25% | Add +0.6% | 28,529 | $1.2M |
| Simmons Bank | 0.08% | Reduce -2.1% | 28,472 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.6% | 28,314 | $1.2M |
| Fiduciary Group, LLC | 0.10% | Add +4.1% | 28,121 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Reduce -1.9% | 27,661 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +66.8% | 26,838 | $1.1M |
| Composition Wealth, LLC | 0.02% | Add +113.0% | 26,742 | $1.1M |
| One Wealth Map LLC | 0.60% | Reduce -2.2% | 27,163 | $1.1M |
| Amica Retiree Medical Trust | 1.53% | No change | 26,569 | $1.1M |
| Urban Financial Advisory Corp | 0.52% | Add +0.5% | 26,286 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | No change | 26,150 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -7.6% | 25,979 | $1.1M |
| Zullo Investment Group, Inc. | 0.40% | Add +1.1% | 25,894 | $1.1M |
| Associated Banc-Corp | 0.03% | Add +2.4% | 25,808 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.43% | Reduce -13.3% | 25,408 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.2% | 25,294 | $1.1M |
| Lineweaver Wealth Advisors, LLC | 0.16% | Reduce -0.6% | 25,274 | $1.1M |
| IFG Advisory, LLC | 0.05% | Reduce -19.3% | 25,026 | $1.1M |
| Wealth Advisors of Tampa Bay, LLC | 0.35% | No change | 24,778 | $1.0M |
| Alliance Wealth Advisors, LLC | 0.52% | Add +4.1% | 24,778 | $1.0M |
| First Trust Advisors LP | 0.00% | Reduce -34.9% | 24,598 | $1.0M |
| Cooksen Wealth, LLC | 0.76% | Add +11.5% | 24,297 | $1.0M |
| CoreCap Advisors, LLC | 0.04% | Add +224.4% | 24,200 | $1.0M |
| Visionary Wealth Advisors | 0.05% | Reduce -5.1% | 24,183 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -27.0% | 23,916 | $1.0M |
| Magnus Financial Group LLC | 0.08% | Add +0.1% | 23,619 | $995K |
| Arkadios Wealth Advisors | 0.02% | Add +29.8% | 23,396 | $986K |
| Corsicana & Co. | 0.55% | — | 23,095 | $973K |
| Novare Capital Management LLC | 0.07% | Add +55.2% | 22,782 | $960K |
| Avior Wealth Management, LLC | 0.03% | Reduce -3.5% | 22,629 | $953K |
| Silvia McColl Wealth Management, LLC | 0.64% | Add +0.0% | 22,317 | $940K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +16.3% | 22,194 | $935K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -25.4% | 22,184 | $935K |
| Talisman Wealth Advisors LLC | 0.76% | Add +3.5% | 21,852 | $921K |
| WESPAC Advisors SoCal, LLC | 0.18% | Reduce -1.4% | 21,488 | $905K |
| Cresset Asset Management, LLC | 0.00% | Add +119.2% | 21,208 | $893K |
| Kraft, Davis & Associates, LLC | 0.21% | New | 20,748 | $864K |
| Betterment LLC | 0.00% | Add +12.6% | 20,501 | $864K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +297.8% | 20,576 | $861K |
| Lake Street Private Wealth, LLC | 0.11% | Add +0.6% | 20,355 | $858K |
| Banco Santander, S.A. | 0.01% | Add +71.3% | 20,332 | $857K |
| Jackson Hole Capital Partners, LLC | 0.15% | Reduce -1.3% | 20,249 | $853K |
| Focus Partners Wealth | 0.00% | Reduce -17.3% | 20,206 | $851K |
| Asset Allocation Strategies LLC | 0.17% | Reduce -24.9% | 20,172 | $850K |
| Blair William & Co. | 0.00% | Add +15.9% | 20,042 | $844K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.7% | 19,975 | $842K |
| James Investment Research, Inc. | 0.09% | Reduce -5.7% | 19,512 | $822K |
| FIL Ltd | 0.00% | Add +3.9% | 19,492 | $821K |
| Advisory Resource Group | 0.15% | Reduce -11.9% | 19,463 | $820K |
| Orrstown Financial Services Inc. | 0.14% | Add +4.3% | 19,315 | $814K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -14.4% | 19,185 | $808K |
| Luminist Capital LLC | 0.71% | Add +7345.9% | 19,136 | $806K |
| Tanglewood Wealth Management, Inc. | 0.07% | Add +32.5% | 19,128 | $806K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +8.9% | 18,963 | $799K |
| Chesapeake Wealth Management | 0.24% | Add +1.6% | 18,747 | $790K |
| LongView Wealth Management | 0.21% | Add +2.3% | 18,485 | $779K |
| Fourth Dimension Wealth, LLC | 0.30% | Add +5.6% | 18,467 | $778K |
| Carret Asset Management, LLC | 0.07% | Add +0.6% | 18,213 | $767K |
| Cascade Financial Partners, LLC | 0.09% | Add +0.3% | 18,152 | $765K |
| 1900 Wealth Management LLC | 0.05% | No change | 17,922 | $755K |
| Kaizen Financial Strategies | 0.34% | Reduce -3.2% | 18,498 | $753K |
| Sierra Summit Advisors LLC | 0.11% | Add +1.4% | 17,808 | $750K |
| Belpointe Asset Management LLC | 0.03% | Add +118.6% | 17,772 | $749K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -16.5% | 17,771 | $749K |
| Martin & Co. Inc. | 0.13% | Reduce -0.1% | 17,714 | $746K |
| Weinberger Asset Management, Inc | 0.27% | Add +8.6% | 17,656 | $744K |
| Forefront Wealth Partners, LLC | 0.19% | New | 17,591 | $741K |
| CENTRAL TRUST Co | 0.02% | Add +19.7% | 17,250 | $727K |
| Sigma Planning Corp | 0.02% | Reduce -31.6% | 17,197 | $724K |
| Personal Cfo Solutions, LLC | 0.13% | Reduce -21.0% | 17,135 | $722K |
| Peoples Bank | 0.71% | Reduce -4.6% | 16,980 | $715K |
| FMR LLC | 0.00% | Add +26.0% | 16,955 | $714K |
| Creekside Partners | 0.31% | Add +0.4% | 16,903 | $712K |
| &partners | 0.00% | Reduce -14.8% | 16,763 | $706K |
| Integrated Advisors Network LLC | 0.03% | Reduce -40.1% | 16,572 | $698K |
| Texas Yale Capital Corp. | 0.02% | Add +4.3% | 16,500 | $695K |
| Glenmede Investment Management, LP | 0.00% | No change | 16,338 | $688K |
| Liberty Square Wealth Partners LLC | 0.21% | Reduce -0.9% | 16,283 | $686K |
| Maridea Wealth Management LLC | 0.11% | New | 16,058 | $682K |
| Boltwood Capital Management | 0.18% | Reduce -1.7% | 16,130 | $680K |
| Patten & Patten Inc. | 0.04% | Add +38.4% | 16,099 | $678K |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | No change | 16,000 | $674K |
| Trust Co | 0.07% | Add +6.4% | 15,953 | $672K |
| Impact Investors, Inc | 0.44% | Add +11.3% | 15,803 | $666K |
| Valmark Advisers, Inc. | 0.01% | Add +4.4% | 15,643 | $659K |
| Focus Financial Network, Inc. | 0.02% | Reduce -9.8% | 15,592 | $657K |
| Burford Brothers, Inc. | 0.28% | Add +3.8% | 15,373 | $648K |
| Whittier Trust Co. | 0.01% | Reduce -19.9% | 15,255 | $642K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.5% | 15,210 | $641K |
| Summit Financial, LLC | 0.01% | Reduce -17.4% | 15,177 | $639K |
| Rovin Capital /Ut/ | 0.17% | Add +65.6% | 14,984 | $631K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -31.6% | 14,933 | $629K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -3.8% | 14,924 | $629K |
| Cornerstone National Bank & Trust Co | 0.26% | Add +0.8% | 14,851 | $626K |
| Fairway Wealth LLC | 0.17% | Add +0.1% | 14,712 | $620K |
| Berger Financial Group, Inc | 0.04% | Reduce -3.7% | 14,539 | $613K |
| 3EDGE Asset Management, LP | 0.03% | Reduce -3.4% | 14,010 | $588K |
| Prasad Wealth Partners, LLC | 0.16% | Reduce -90.9% | 13,874 | $585K |
| Hirtle & Co., LLC | 0.02% | No change | 13,787 | $581K |
| Insigneo Advisory Services, LLC | 0.04% | Add +177.7% | 13,687 | $577K |
| IMZ Advisory Inc | 0.21% | Reduce -10.4% | 13,673 | $576K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -14.3% | 13,571 | $572K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.6% | 13,397 | $564K |
| International Assets Investment Management, LLC | 0.05% | No change | 13,500 | $563K |
| Medallion Wealth Advisors, LLC | 0.20% | Add +7.0% | 13,324 | $561K |
| W.H. Cornerstone Investments Inc. | 0.34% | Add +90.0% | 13,143 | $554K |
| ExodusPoint Capital Management, LP | 0.01% | New | 13,134 | $553K |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.6% | 13,052 | $550K |
| Independent Financial Group, LLC | 0.01% | Add +3.5% | 12,909 | $544K |
| Private Trust Co. NA | 0.05% | Reduce -30.6% | 12,906 | $544K |
| MontVue Capital Management, Inc. | 0.36% | Reduce -2.0% | 12,877 | $542K |
| WealthShield Partners, LLC | 0.06% | Add +2.9% | 12,863 | $542K |
| Monetary Management Group Inc. | 0.12% | No change | 12,768 | $538K |
| BCS Wealth Management | 0.12% | Reduce -17.7% | 12,672 | $534K |
| Realta Investment Advisors | 0.18% | Add +132.4% | 12,561 | $529K |
| Retirement Planning Co of New England, Inc. | 0.21% | Add +1.0% | 12,428 | $524K |
| Freedom Investment Management, Inc. | 0.14% | Reduce -58.2% | 12,266 | $517K |
| AMG National Trust Bank | 0.01% | Add +6.8% | 12,242 | $516K |
| Piedmont Capital Management, LLC | 0.27% | Add +31.2% | 12,216 | $514K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 12,175 | $513K |
| Natixis | 0.00% | No change | 12,119 | $511K |
| Conservest Capital Advisors, Inc. | 0.05% | Add +11.7% | 12,010 | $506K |
| Nestegg Advisors, Inc. | 0.44% | Add +2.4% | 11,893 | $501K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -96.5% | 11,875 | $500K |
| Gateway Wealth Partners, LLC | 0.07% | Add +3.3% | 11,846 | $499K |
| Hilltop Holdings Inc. | 0.03% | Add +18.3% | 11,541 | $486K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -20.9% | 11,511 | $485K |
| Vident Advisory, LLC | 0.00% | New | 11,400 | $480K |
| GeoWealth Management, LLC | 0.02% | Add +12.9% | 11,247 | $474K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.5% | 11,232 | $473K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.2% | 11,216 | $473K |
| Mystic Asset Management, Inc. | 0.11% | Add +5.2% | 11,165 | $470K |
| Intergy Private Wealth, LLC | 0.15% | Reduce -0.5% | 11,124 | $469K |
| AQR Capital Management | 0.00% | Add +69.3% | 11,028 | $465K |
| Colony Family Offices, LLC | 0.12% | No change | 10,758 | $453K |
| Snider Financial Group | 0.12% | Reduce -2.1% | 10,594 | $446K |
| DT Investment Partners, LLC | 0.04% | No change | 10,558 | $445K |
| Bank of Nova Scotia | 0.00% | Reduce -49.0% | 10,500 | $442K |
| Bonfire Financial | 0.33% | Add +11.1% | 10,336 | $435K |
| Okabena Investment Services Inc. | 0.08% | Add +2.0% | 10,266 | $433K |
| 10Elms LLP | 0.44% | Reduce -5.9% | 10,210 | $430K |
| Harbour Investment Management LLC | 0.18% | Reduce -22.6% | 10,035 | $423K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +6.5% | 9,983 | $421K |
| Capital Analysts, LLC | 0.01% | Add +223.3% | 9,987 | $420K |
| J. Goldman & Co LP | 0.02% | Add +23.2% | 9,961 | $420K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -12.4% | 9,915 | $418K |
| Independence Bank of Kentucky | 0.05% | Add +1.7% | 9,823 | $414K |
| New England Capital Financial Advisors LLC | 0.17% | Reduce -90.6% | 9,701 | $409K |
| Fairvoy Private Wealth, LLC | 0.09% | Reduce -3.4% | 9,686 | $408K |
| Tandem Wealth Advisors LLC | 0.19% | Add +6.7% | 9,552 | $402K |
| Nwam LLC | 0.02% | Add +34.8% | 9,390 | $399K |
| Apexium Financial, LP | 0.02% | Add +0.5% | 9,468 | $399K |
| Scotia Capital Inc. | 0.00% | Add +53.4% | 9,464 | $399K |
| BLB&B Advisors, LLC | 0.02% | Add +0.5% | 9,426 | $397K |
| Marshall & Sterling Wealth Advisors Inc. | 0.25% | Add +60.4% | 9,381 | $394K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +16.4% | 9,324 | $393K |
| HBW Advisory Services LLC | 0.04% | Reduce -5.7% | 9,299 | $392K |
| Roberts Wealth Advisors, LLC | 0.10% | Add +1.8% | 9,269 | $391K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.5% | 9,130 | $385K |
| M.E. Allison & Co., Inc. | 0.27% | Add +5.8% | 9,117 | $384K |
| Blue Fin Capital, Inc. | 0.06% | Add +9.0% | 9,091 | $383K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -1.7% | 9,353 | $382K |
| WealthTrak Capital Management LLC | 0.31% | Add +5.3% | 9,044 | $381K |
| Asset Management One Co., Ltd. | 0.00% | Add +73.9% | 9,019 | $380K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -9.8% | 8,927 | $376K |
| TD Capital Management LLC | 0.03% | Add +0.8% | 8,922 | $376K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.2% | 8,886 | $374K |
| XTX Topco Ltd | 0.02% | New | 8,807 | $371K |
| Pines Wealth Management, LLC | 0.12% | Add +12.2% | 8,651 | $364K |
| Point Windward Advisors Inc. | 0.17% | Add +67.3% | 8,647 | $364K |
| Marks Group Wealth Management, Inc | 0.03% | No change | 8,596 | $362K |
| United Asset Strategies, Inc. | 0.03% | Reduce -3.3% | 8,479 | $357K |
| Kessler Investment Group, LLC | 0.15% | Reduce -22.9% | 8,448 | $356K |
| MGB Wealth Management, LLC | 0.10% | Add +0.1% | 8,411 | $354K |
| Sovran Advisors, LLC | 0.03% | Reduce -6.2% | 8,635 | $353K |
| Americana Partners, LLC | 0.01% | New | 8,333 | $351K |
| Fortis Capital Advisors, LLC | 0.06% | Add +2.0% | 8,291 | $349K |
| L & S Advisors Inc | 0.04% | Add +0.0% | 8,279 | $349K |
| Wedbush Securities Inc. | 0.01% | Add +40.4% | 8,258 | $348K |
| Calton & Associates, Inc. | 0.05% | Add +27.2% | 8,189 | $345K |
| Kwmg, LLC | 0.03% | Add +2.8% | 7,965 | $336K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -3.0% | 7,933 | $334K |
| First National Bank of Hutchinson | 0.18% | No change | 7,901 | $333K |
| Iyo Bank, Ltd. | 0.13% | No change | 7,899 | $333K |
| Midwest Trust Co | 0.00% | Add +3.1% | 7,851 | $331K |
| RVW Wealth, LLC | 0.03% | No change | 7,846 | $331K |
| Joseph P. Lucia & Associates, LLC | 0.12% | Reduce -0.8% | 7,836 | $330K |
| Spinnaker Trust | 0.02% | No change | 7,827 | $330K |
| PFG Investments, LLC | 0.02% | Add +3.5% | 7,786 | $328K |
| Sequent Planning LLC | 0.09% | New | 7,691 | $324K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -12.8% | 7,646 | $322K |
| First National Trust Co | 0.01% | Add +1.2% | 7,490 | $316K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | Reduce -12.8% | 7,485 | $315K |
| Flagstar Securities, Inc. | 0.10% | Reduce -27.3% | 7,454 | $314K |
| Cullen Capital Management, LLC | 0.00% | Reduce -30.1% | 7,308 | $308K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +35.9% | 7,239 | $305K |
| BCO Wealth Management LLC | 0.20% | No change | 7,115 | $300K |
| KWB Wealth | 0.03% | Reduce -3.0% | 7,232 | $300K |
| CWC Advisors, LLC. | 0.15% | Add +13.3% | 7,095 | $299K |
| Bokf, NA | 0.00% | No change | 7,051 | $297K |
| Caldwell Trust Co | 0.03% | Add +1.4% | 7,024 | $296K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -95.5% | 7,019 | $296K |
| Larson Financial Group LLC | 0.01% | Reduce -5.9% | 6,852 | $289K |
| True Vision MN LLC | 0.15% | Reduce -0.1% | 6,823 | $287K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -0.9% | 6,800 | $286K |
| FineMark National Bank & Trust | 0.01% | Reduce -12.4% | 6,797 | $286K |
| Estate Counselors, LLC | 0.02% | No change | 6,780 | $286K |
| Plimoth Trust Co. LLC | 0.06% | Reduce -27.3% | 6,719 | $283K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -1.1% | 6,707 | $283K |
| Dearborn Partners LLC | 0.01% | Add +12.9% | 6,690 | $282K |
| Henshaw Capital LLC | 0.01% | No change | 6,675 | $281K |
| NovaPoint Capital, LLC | 0.07% | New | 6,653 | $280K |
| Providence First Trust Co | 0.10% | Reduce -85.8% | 6,600 | $278K |
| Alerus Financial NA | 0.01% | New | 6,583 | $277K |
| Bedell Frazier Investment Counselling, LLC | 0.06% | Reduce -8.4% | 6,560 | $276K |
| WorthPointe, LLC | 0.10% | Add +7.8% | 6,518 | $275K |
| Trilogy Capital Inc. | 0.01% | Add +2.1% | 6,504 | $274K |
| Ally Invest Advisors Inc. | 0.02% | Add +5.6% | 6,502 | $274K |
| Brighton Jones LLC | 0.01% | Reduce -12.3% | 6,491 | $273K |
| DRW Securities, LLC | 0.01% | New | 6,607 | $273K |
| Arlington Capital Management, Inc. | 0.17% | Add +6.0% | 6,469 | $273K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 6,442 | $271K |
| Mechanics Bank Trust Department | 0.04% | Reduce -29.2% | 6,404 | $270K |
| Whalerock Point Partners, LLC | 0.05% | No change | 6,400 | $270K |
| Mgo One Seven LLC | 0.01% | Reduce -4.0% | 6,393 | $269K |
| Evernest Financial Advisors, LLC | 0.08% | Add +0.4% | 6,364 | $268K |
| Madden Advisory Services, Inc. | 0.11% | Add +3.6% | 6,315 | $266K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -12.0% | 6,279 | $265K |
| Beck Bode, LLC | 0.04% | Reduce -23.0% | 6,278 | $264K |
| Principal Securities, Inc. | 0.00% | Reduce -43.4% | 6,208 | $262K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.8% | 6,198 | $261K |
| Keel Point, LLC | 0.02% | New | 6,193 | $261K |
| Blue Chip Partners, LLC | 0.02% | Add +0.1% | 6,187 | $261K |
| Zacks Investment Management | 0.00% | Add +7.1% | 6,187 | $261K |
| HB Wealth Management, LLC | 0.00% | Add +11.2% | 6,180 | $260K |
| Howe & Rusling Inc. | 0.02% | Add +25.3% | 6,097 | $257K |
| PFG Advisors | 0.01% | Add +2.0% | 6,047 | $255K |
| Barrett & Company, Inc. | 0.09% | No change | 6,008 | $253K |
| Atticus Wealth Management, LLC | 0.06% | Add +4.8% | 5,924 | $250K |
| Albion Financial Group | 0.01% | Reduce -10.7% | 5,753 | $242K |
| University of Texas/Texas Am Investment Management Co. | 0.03% | Add +28.7% | 5,719 | $241K |
| Innova Wealth Partners | 0.13% | New | 5,713 | $241K |
| Millington Financial Advisors, LLC | 0.12% | Reduce -1.5% | 5,835 | $239K |
| Dover Advisors, LLC | 0.09% | New | 5,608 | $236K |
| Community Trust & Investment Co. | 0.01% | Add +9.2% | 5,606 | $236K |
| NorthRock Partners, LLC | 0.00% | Reduce -4.1% | 5,605 | $236K |
| National Bank of Canada | 0.00% | Reduce -17.6% | 5,558 | $234K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -0.3% | 5,542 | $233K |
| Carnegie Investment Counsel | 0.00% | New | 5,488 | $231K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -87.3% | 5,473 | $231K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +0.8% | 5,456 | $230K |
| TFB Advisors LLC | 0.07% | No change | 5,549 | $229K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,427 | $229K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | Reduce -22.3% | 5,388 | $227K |
| First Horizon Corp. | 0.01% | — | 5,385 | $227K |
| Verus Capital Partners, LLC | 0.02% | Add +4.7% | 5,376 | $226K |
| Pure Portfolios Holdings LLC | 0.07% | Reduce -0.7% | 5,373 | $226K |
| Jefferies Financial Group Inc. | 0.00% | No change | 5,356 | $226K |
| Intrua Financial, LLC | 0.03% | New | 5,320 | $224K |
| Solstein Capital, LLC | 0.10% | No change | 5,295 | $223K |
| Advyzon Investment Management, LLC | 0.04% | New | 5,233 | $220K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 5,223 | $220K |
| Rooted Wealth Advisors, Inc. | 0.07% | Reduce -1.7% | 5,221 | $220K |
| Captrust Financial Advisors | 0.00% | Reduce -48.1% | 5,202 | $219K |
| AdvisorNet Financial, Inc | 0.01% | Add +8.5% | 5,132 | $216K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -10.7% | 5,127 | $216K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 5,034 | $212K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 5,023 | $211K |
| Global Retirement Partners, LLC | 0.00% | Reduce -83.3% | 5,010 | $211K |
| IFP Advisors, Inc | 0.01% | Add +5.4% | 4,978 | $210K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -55.8% | 4,973 | $210K |
| Essex LLC | 0.04% | New | 4,934 | $208K |
| Edgestream Partners, L.P. | 0.01% | New | 4,934 | $208K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -14.6% | 4,932 | $208K |
| LPWM LLC | 0.05% | New | 4,815 | $203K |
| Florida Financial Advisors, LLC | 0.06% | New | 4,788 | $202K |
| Ted Buchan & Co | 0.08% | Reduce -27.4% | 4,782 | $201K |
| Landmark Wealth Management, Inc. | 0.08% | Reduce -2.0% | 4,751 | $200K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 4,650 | $196K |
| Prestige Wealth Management Group LLC | 0.04% | Add +17.7% | 4,500 | $190K |
| Keystone Financial Group | 0.01% | New | 4,401 | $185K |
| Centaurus Financial, Inc. | 0.01% | Reduce -17.6% | 4,337 | $183K |
| Lanark Financial, Inc. | 0.01% | Reduce -5.4% | 4,180 | $176K |
| Cranbrook Wealth Management, LLC | 0.03% | Reduce -57.5% | 3,933 | $166K |
| Ancora Advisors LLC | 0.00% | No change | 3,930 | $166K |
| Founders Financial Alliance, LLC | 0.03% | Add +3379.0% | 3,479 | $147K |
| Abound Wealth Management | 0.04% | Add +0.8% | 3,443 | $145K |
| Turning Point Benefit Group, Inc. | 0.09% | New | 3,346 | $141K |
| Sherman Asset Management, Inc. | 0.11% | Reduce -55.2% | 3,069 | $129K |
| Security National Bank | 0.02% | No change | 3,012 | $127K |
| Noble Wealth Management PBC | 0.07% | — | 3,000 | $126K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 2,893 | $122K |
| First United Bank & Trust | 0.04% | Reduce -37.5% | 2,818 | $119K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -84.5% | 2,584 | $109K |
| Flagship Wealth Advisors, LLC | 0.03% | Add +5.8% | 2,487 | $105K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -59.9% | 2,426 | $102K |
| LRI Investments, LLC | 0.01% | No change | 2,310 | $97K |
| Montag A & Associates Inc. | 0.00% | Reduce -72.8% | 2,297 | $97K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -99.3% | 2,251 | $95K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -12.1% | 2,142 | $90K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,130 | $90K |
| Global Trust Asset Management, LLC | 0.04% | Add +320.0% | 2,100 | $88K |
| Westside Investment Management, Inc. | 0.01% | New | 2,055 | $87K |
| Financial Freedom, LLC | 0.04% | Reduce -3.5% | 2,031 | $86K |
| UMB Bank, n.a. | 0.00% | No change | 2,029 | $85K |
| Chilton Capital Management LLC | 0.00% | Reduce -1.5% | 2,019 | $85K |
| Front Row Advisors LLC | 0.03% | Add +14.2% | 2,010 | $85K |
| Peoples Financial Services Corp. | 0.04% | No change | 2,007 | $85K |
| Aventura Private Wealth, LLC | 0.03% | No change | 1,937 | $82K |
| Bulwark Capital Corp | 0.06% | New | 1,869 | $79K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -3.1% | 1,766 | $74K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,750 | $74K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.9% | 1,685 | $71K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.1% | 1,600 | $67K |
| Smithfield Trust Co | 0.00% | Reduce -25.2% | 1,563 | $66K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -4.0% | 1,524 | $64K |
| Blue Trust, Inc. | 0.00% | Add +0.8% | 1,494 | $63K |
| Tsfg, LLC | 0.01% | Reduce -24.5% | 1,445 | $61K |
| Viewpoint Capital Management LLC | 0.02% | No change | 1,314 | $55K |
| Imprint Wealth LLC | 0.18% | — | 1,302 | $55K |
| CIBC Private Wealth Group LLC | 0.00% | Add +138.3% | 1,294 | $55K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,285 | $54K |
| Assetmark, Inc. | 0.00% | Add +13.7% | 1,244 | $52K |
| CVA Family Office, LLC | 0.01% | No change | 1,228 | $52K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -38.2% | 1,181 | $50K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 1,109 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.1% | 1,020 | $43K |
| Pflug Koory, LLC | 0.02% | Add +0.1% | 984 | $41K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.6% | 969 | $41K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.0% | 913 | $38K |
| Clark Wealth Partners | 0.02% | New | 939 | $38K |
| Bangor Savings Bank | 0.00% | Reduce -2.1% | 889 | $37K |
| Concord Wealth Partners | 0.00% | Reduce -48.4% | 849 | $36K |
| Curat Global, LLC | 0.03% | No change | 820 | $35K |
| Avion Wealth | 0.01% | Add +0.6% | 821 | $34K |
| Glen Eagle Advisors, LLC | 0.00% | Add +280.1% | 783 | $33K |
| Avalon Trust Co | 0.00% | New | 756 | $32K |
| Tortoise Investment Management, LLC | 0.00% | Add +4.5% | 735 | $31K |
| Evermay Wealth Management LLC | 0.00% | No change | 735 | $31K |
| Eastern Bank | 0.00% | Reduce -22.3% | 725 | $31K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 718 | $30K |
| Oakworth Capital, Inc. | 0.00% | No change | 718 | $30K |
| Mather Group, Llc. | 0.00% | New | 694 | $29K |
| Webster Bank, N. A. | 0.00% | No change | 677 | $29K |
| Byrne Asset Management LLC | 0.02% | Add +1.1% | 670 | $28K |
| IMA Advisory Services, Inc. | 0.00% | No change | 670 | $28K |
| FWL Investment Management, LLC | 0.01% | No change | 648 | $27K |
| Johnson Financial Group, Inc. | 0.00% | No change | 636 | $27K |
| Bollard Group LLC | 0.00% | Add +0.7% | 621 | $26K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -3.7% | 576 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 545 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 537 | $23K |
| New Millennium Group LLC | 0.01% | No change | 534 | $22K |
| Deutsche Bank AG | 0.00% | No change | 533 | $22K |
| Addison Advisors LLC | 0.01% | No change | 525 | $22K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 500 | $21K |
| MTM Investment Management, LLC | 0.01% | No change | 455 | $19K |
| GAMMA Investing LLC | 0.00% | No change | 428 | $18K |
| Fiduciary Advisors, Inc. | 0.01% | New | 416 | $18K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.8% | 400 | $17K |
| Cedar Wealth Management, LLC | 0.01% | No change | 398 | $17K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 397 | $17K |
| Angeles Wealth Management, LLC | 0.00% | No change | 397 | $17K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +15.2% | 380 | $16K |
| NFSG Corp | 0.00% | Reduce -2.3% | 377 | $16K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 371 | $16K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | Add +127.3% | 350 | $15K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 353 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +28.0% | 343 | $14K |
| Biltmore Family Office, LLC | 0.00% | New | 338 | $14K |
| Crews Bank & Trust | 0.00% | No change | 335 | $14K |
| Bessemer Group Inc. | 0.00% | New | 338 | $14K |
| Missouri Trust & Investment Co | 0.00% | No change | 326 | $14K |
| Ameriflex Group, Inc. | 0.01% | Reduce -52.2% | 314 | $13K |
| Truvestments Capital LLC | 0.00% | No change | 300 | $13K |
| Bank of New Hampshire | 0.00% | No change | 300 | $13K |
| Vision Financial Markets LLC | 0.01% | Add +0.3% | 284 | $12K |
| Rice Partnership, LLC | 0.00% | No change | 278 | $12K |
| Rossmore Private Capital | 0.00% | New | 270 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.4% | 189 | $11K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -31.3% | 250 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | New | 250 | $11K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 248 | $10K |
| Archer Investment Corp | 0.00% | No change | 237 | $10K |
| Investors Research Corp | 0.00% | No change | 232 | $10K |
| Legacies Wealth LLC | 0.01% | No change | 218 | $9K |
| Millstone Evans Group, LLC | 0.01% | No change | 217 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 215 | $9K |
| Eukles Asset Management | 0.00% | No change | 215 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 213 | $9K |
| Financial Perspectives, Inc | 0.00% | Add +0.5% | 207 | $9K |
| Strategic Advocates LLC | 0.00% | New | 207 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | New | 207 | $9K |
| Asset Dedication, LLC | 0.00% | New | 203 | $9K |
| Nemes Rush Group LLC | 0.00% | Add +36.7% | 201 | $8K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -7.0% | 198 | $8K |
| Franklin Resources Inc. | 0.00% | No change | 195 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | New | 193 | $8K |
| North Star Investment Management Corp. | 0.00% | Reduce -55.6% | 173 | $7K |
| Bare Financial Services, Inc | 0.00% | No change | 169 | $7K |
| Windsor Advisory Group, LLC | 0.01% | New | 162 | $7K |
| Joseph Group Capital Management | 0.00% | No change | 156 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 156 | $7K |
| Arlington Trust Co LLC | 0.00% | Reduce -90.9% | 150 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 145 | $6K |
| ORG Partners LLC | 0.00% | No change | 143 | $6K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 140 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 136 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 131 | $6K |
| Granite FO LLC | 0.00% | No change | 125 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 124 | $5K |
| Scarborough Advisors, LLC | 0.00% | Add +0.9% | 115 | $5K |
| Rakuten Securities, Inc. | 0.00% | Add +111.1% | 114 | $5K |
| Activest Wealth Management | 0.00% | No change | 110 | $5K |
| City Holding Co. | 0.00% | New | 100 | $4K |
| Toth Financial Advisory Corp. | 0.00% | New | 100 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 98 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 96 | $4K |
| Covestor Ltd | 0.00% | No change | 93 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 89 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -100.0% | 89 | $4K |
| Weaver Capital Management LLC | 0.00% | No change | 87 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +33.9% | 87 | $4K |
| SYM FINANCIAL Corp | 0.00% | No change | 86 | $4K |
| LGT Financial Advisors LLC | 0.01% | No change | 83 | $3K |
| Breakwater Investment Management | 0.00% | No change | 82 | $3K |
| Financial Consulate, Inc. | 0.00% | New | 75 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 68 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 67 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | — | 62 | $3K |
| Rialto Wealth Management, LLC | 0.00% | New | 59 | $2K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | No change | 58 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -37.4% | 57 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -60.7% | 53 | $2K |
| Crewe Advisors LLC | 0.00% | Add +120.8% | 53 | $2K |
| Caitlin John, LLC | 0.00% | New | 48 | $2K |
| Horizon Bancorp Inc. | 0.00% | No change | 36 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 46 | $2K |
| Signaturefd, LLC | 0.00% | No change | 46 | $2K |
| 1 North Wealth Services LLC | 0.00% | No change | 45 | $2K |
| WestEnd Advisors, LLC | 0.00% | Add +7.3% | 44 | $2K |
| Luken Investment Analytics, LLC | 0.00% | Reduce -100.0% | 42 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 41 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 41 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 41 | $2K |
| Federated Hermes, Inc. | 0.00% | New | 39 | $2K |
| Guerra Advisors Inc | 0.00% | New | 38 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 35 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 34 | $1K |
| Key Financial Inc | 0.00% | Reduce -85.3% | 31 | $1K |
| Kelleher Financial Advisors | 0.00% | New | 24 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 18 | $758 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 18 | $758 |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 16 | $674 |
| Toronto Dominion Bank | 0.00% | Reduce -99.6% | 16 | $674 |
| Wealth Watch Advisors, INC | 0.00% | New | 15 | $632 |
| Family Manage LLC | 0.00% | No change | 14 | $590 |
| St Germain D J Co. Inc. | 0.00% | No change | 11 | $463 |
| Accredited Wealth Management, LLC | 0.00% | Add +35525.0% | 2,850 | $338 |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 8 | $329 |
| Davis Capital Management | 0.00% | — | 6 | $253 |
| Trust Co. of Vermont | 0.00% | No change | 5 | $211 |
| Global Wealth Strategies & Associates | 0.00% | No change | 4 | $169 |
| Bernard Wealth Management Corp. | 0.00% | New | 3 | $127 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $127 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $126 |
| Rise Advisors, LLC | 0.00% | Reduce -50.0% | 2 | $87 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $84 |
| Coston, McIsaac & Partners | 0.00% | No change | 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.