SS Real Estate Select SectorXLREETF
13F holders, Q4 2025 (December 31)779holders +54
83new positions
70sold out
4famous investors
$40.35avg. 13F price*
At the end of Q4 2025, 779 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 54 from Q3 2025. 83 opened new positions and 70 sold out. The largest holders were Creative Planning ($1.8B), Bank of America Corp. ($801.1M) and Morgan Stanley ($261.4M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q4 2025)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $313.9M |
| Exits | 70 | $136.3M |
All 13F filers, Q3 2025 → Q4 2025: 18,422,335 shares bought and 20,878,227 shares sold, net −2,455,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 779 holders
| Creative Planning | 1.29% | Add +9.3% | 44,493,176 | $1.8B |
| Bank of America Corp. | 0.06% | Add +5.7% | 19,854,203 | $801.1M |
| Morgan Stanley | 0.02% | Reduce -2.9% | 6,477,356 | $261.4M |
| Two Sigma Investments, LP | 0.37% | New | 5,735,700 | $231.4M |
| LPL Financial LLC | 0.04% | Reduce -4.1% | 4,008,018 | $161.7M |
| Wells Fargo & Company | 0.03% | Reduce -1.0% | 3,884,697 | $156.7M |
| Cassaday & Co Wealth Management LLC | 2.78% | Add +3.4% | 3,268,794 | $131.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.8% | 2,326,414 | $93.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.1% | 1,878,124 | $75.8M |
| Moss Adams Wealth Advisors LLC | 4.44% | Add +3.1% | 1,519,555 | $61.3M |
| UBS Group AG | 0.01% | Reduce -26.7% | 1,491,655 | $60.2M |
| Capital Investment Advisors, LLC | 0.91% | Add +4.4% | 1,484,225 | $59.9M |
| Alps Advisors Inc. | 0.31% | Add +15.7% | 1,311,427 | $52.9M |
| Baird Financial Group, Inc. | 0.08% | Reduce -0.8% | 1,294,803 | $52.2M |
| Cetera Investment Advisers | 0.06% | Add +12.7% | 1,293,950 | $52.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.1% | 1,232,587 | $49.7M |
| Victory Capital Management Inc. | 0.03% | Add +54.4% | 1,195,846 | $48.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.40% | Reduce 0.0% | 1,150,446 | $46.4M |
| Kingsview Wealth Management, LLC | 0.67% | Add +4.4% | 1,145,212 | $46.2M |
| Phoenix Financial Ltd. | 0.47% | Reduce -77.4% | 1,063,404 | $42.9M |
| Advisory Alpha, LLC | 1.16% | Add +3.1% | 1,056,728 | $42.6M |
| Citigroup Inc. | 0.02% | Reduce -31.5% | 823,604 | $33.2M |
| Cullen Capital Management, LLC | 0.36% | Add +11070.4% | 816,329 | $32.9M |
| Auto-Owners Insurance Co | 0.65% | Add +31.3% | 766,565 | $30.9M |
| PGIM Custom Harvest LLC | 0.42% | Reduce -20.7% | 701,112 | $28.3M |
| Factory Mutual Insurance Co. | 0.27% | No change | 659,000 | $26.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +6.3% | 652,916 | $26.6M |
| Royal Bank of Canada | 0.00% | Reduce -70.6% | 591,689 | $23.9M |
| Stadion Money Management, LLC | 1.88% | Add +23.8% | 573,379 | $23.1M |
| Peapack Gladstone Financial Corp. | 0.29% | Add +160.7% | 571,483 | $23.1M |
| Meitav Investment House Ltd. | 0.26% | No change | 567,967 | $22.9M |
| HighTower Advisors, LLC | 0.02% | Add +3.4% | 535,219 | $21.6M |
| Cwm, LLC | 0.06% | Add +16.5% | 528,918 | $21.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.73% | Add +4.9% | 520,262 | $21.0M |
| Mariner, LLC | 0.02% | Reduce -2.0% | 475,105 | $19.2M |
| WCG Wealth Advisors LLC | 0.52% | Add +144.9% | 460,873 | $18.6M |
| Warwick Investment Management, Inc. | 2.84% | Add +1.1% | 456,517 | $18.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -48.9% | 431,892 | $17.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +3487.6% | 426,029 | $17.2M |
| SG Americas Securities, LLC | 0.02% | Add +1625.8% | 412,741 | $16.7M |
| Janney Capital Management LLC | 0.97% | Reduce -2.6% | 383,844 | $15.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -1.7% | 381,920 | $15.4M |
| Stifel Financial Corp. | 0.01% | Add +3.6% | 372,991 | $15.1M |
| Stonebridge Capital Advisors LLC | 1.03% | Add +5.1% | 369,029 | $14.9M |
| Ballentine Partners, LLC | 0.20% | Reduce -12.5% | 344,424 | $13.9M |
| GTS Securities LLC | 0.47% | New | 338,088 | $13.6M |
| Country Trust Bank | 0.25% | Add +4.0% | 336,841 | $13.6M |
| Allworth Financial LP | 0.05% | Add +0.4% | 315,140 | $12.7M |
| Capital Wealth Management, LLC | 3.99% | Add +23.4% | 306,083 | $12.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.80% | No change | 303,152 | $12.2M |
| Agf Management Ltd. | 0.05% | Reduce -35.2% | 296,701 | $12.0M |
| Ameritas Advisory Services, LLC | 0.45% | Add +13007.4% | 295,047 | $11.9M |
| Hudock, Inc. | 1.75% | Add +0.4% | 294,798 | $11.9M |
| MAI Capital Management | 0.07% | Add +2.0% | 292,761 | $11.8M |
| Trust Asset Management LLC | 0.79% | Reduce -3.5% | 285,208 | $11.5M |
| Penserra Capital Management LLC | 0.14% | Reduce -20.4% | 283,374 | $11.4M |
| AE Wealth Management LLC | 0.07% | Add +10.3% | 282,566 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.2% | 268,499 | $10.8M |
| Peak Retirement Planning, Inc. | 2.42% | Add +0.3% | 255,769 | $10.3M |
| Farmers Trust Co. | 1.68% | Add +77.1% | 254,603 | $10.3M |
| Atom Investors LP | 0.81% | New | 252,322 | $10.2M |
| Amica Mutual Insurance Co. | 0.88% | Reduce -13.9% | 251,930 | $10.2M |
| Barclays PLC | 0.00% | Add +6.9% | 245,064 | $9.9M |
| Transamerica Financial Advisors, LLC | 0.82% | Reduce -18.7% | 243,349 | $9.8M |
| American Financial Advisors, LLC | 1.27% | Reduce -4.0% | 243,249 | $9.8M |
| Marshall Wace, LLP | 0.01% | New | 236,667 | $9.5M |
| Freestone Capital Holdings, LLC | 0.28% | Add +3.8% | 233,761 | $9.4M |
| Brio Consultants, LLC | 1.20% | Add +6.4% | 229,277 | $9.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.4% | 226,407 | $9.1M |
| JPMorgan Chase & Co. | 0.00% | Add +3.9% | 209,747 | $8.5M |
| Corient Private Wealth LP | 0.01% | Add +79.5% | 199,071 | $8.0M |
| StrongBox Wealth, LLC | 2.63% | Add +3.0% | 198,040 | $8.0M |
| 1832 Asset Management L.P. | 0.01% | Reduce -0.8% | 189,943 | $7.7M |
| Foguth Wealth Management, LLC. | 1.17% | — | 187,220 | $7.6M |
| Keybank National Association | 0.03% | Reduce -4.8% | 186,764 | $7.5M |
| Proffitt & Goodson Inc. | 1.05% | Add +12.0% | 185,975 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.3% | 182,082 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -84.0% | 181,852 | $7.3M |
| Solano Wealth Investment Advisors LLC | 3.62% | Add +3.1% | 180,790 | $7.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +27.1% | 178,281 | $7.2M |
| First Interstate Bank | 0.37% | Reduce -1.7% | 171,055 | $6.9M |
| Certified Advisory Corp | 0.62% | Reduce -19.5% | 168,542 | $6.8M |
| KFG Wealth Management, LLC | 0.91% | Add +13.8% | 168,099 | $6.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.1% | 167,227 | $6.7M |
| Blue Chip Partners, LLC | 0.47% | Add +2495.3% | 160,570 | $6.5M |
| Cerity Partners LLC | 0.01% | Add +359.7% | 156,125 | $6.3M |
| Armstrong Advisory Group, Inc. | 0.42% | Add +1.1% | 154,271 | $6.2M |
| Modern Wealth Management, LLC | 0.11% | Reduce -59.1% | 147,637 | $6.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -47.8% | 144,596 | $5.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -11.9% | 140,120 | $5.7M |
| Aspect Partners, LLC | 2.46% | Add +13.4% | 139,252 | $5.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.5% | 138,117 | $5.6M |
| Choreo, LLC | 0.07% | Add +0.1% | 136,763 | $5.6M |
| KCM Investment Advisors LLC | 0.18% | Add +15.6% | 136,603 | $5.5M |
| Swan Global Investments, LLC | 0.26% | Reduce -20.5% | 135,756 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -13.3% | 135,331 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.6% | 133,900 | $5.4M |
| Waller Financial Planning Group, Inc. | 1.17% | Reduce -73.3% | 130,905 | $5.3M |
| Evergreen Capital Management LLC | 0.12% | Add +6.0% | 130,553 | $5.3M |
| American National Bank of Texas | 4.95% | Add +5.9% | 127,636 | $5.2M |
| Arkansas Financial Group, Inc. | 0.74% | Add +18.1% | 126,506 | $5.1M |
| Equitable Holdings, Inc. | 0.03% | Reduce -43.6% | 125,561 | $5.1M |
| JFS Wealth Advisors, LLC | 0.28% | Reduce -6.9% | 124,466 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +9.0% | 123,884 | $5.0M |
| Adams Wealth Management | 1.06% | Reduce -10.6% | 123,665 | $5.0M |
| CacheTech Inc. | 0.92% | Reduce -10.6% | 123,665 | $5.0M |
| Cinctive Capital Management LP | 0.29% | New | 123,395 | $5.0M |
| Brookstone Capital Management | 0.05% | Add +19.6% | 117,922 | $4.8M |
| Waverly Advisors, LLC | 0.04% | Add +48.9% | 117,323 | $4.7M |
| Algorithmic Investment Models, LLC | 5.83% | Reduce -1.8% | 117,139 | $4.7M |
| Invenio Wealth Partners LLC | 1.72% | Reduce -21.1% | 114,939 | $4.6M |
| First Merchants Corp. | 0.17% | Add +1.7% | 112,807 | $4.6M |
| FLC Capital Advisors | 0.84% | Add +17.6% | 112,170 | $4.5M |
| Legacy Private Trust Co. | 0.27% | Reduce -0.6% | 111,934 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -5.1% | 111,350 | $4.5M |
| SIH Partners, LLLP | 0.26% | New | 110,131 | $4.4M |
| IHT Wealth Management, LLC | 0.11% | Reduce -8.1% | 109,052 | $4.4M |
| Pinkerton Wealth, LLC | 0.45% | Add +12.0% | 108,914 | $4.4M |
| Jacobi Capital Management LLC | 0.25% | Add +12.3% | 108,538 | $4.4M |
| Ayalon Insurance Comp Ltd. | 1.06% | Reduce -17.6% | 107,879 | $4.4M |
| PSI Advisors, LLC | 1.08% | Reduce -8.2% | 107,033 | $4.3M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -2.8% | 106,651 | $4.3M |
| Altura Wealth Advisors Inc. | 1.83% | Add +14.2% | 105,337 | $4.3M |
| Citizens Financial Group Inc. | 0.06% | Reduce -30.5% | 104,813 | $4.2M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.83% | No change | 104,758 | $4.2M |
| Rothschild Capital Partners, LLC | 0.98% | Reduce -10.7% | 103,007 | $4.2M |
| Northern Trust Corp. | 0.00% | Reduce -6.9% | 102,510 | $4.1M |
| Nelson Capital Management, LLC | 0.48% | Reduce -0.0% | 101,769 | $4.1M |
| Jump Financial, LLC | 0.05% | Add +163.9% | 97,611 | $3.9M |
| CAP Partners, LLC | 2.23% | Add +5.9% | 97,350 | $3.9M |
| American National Bank & Trust | 0.36% | Reduce -0.8% | 94,706 | $3.8M |
| SBI Okasan Asset Management Co.Ltd. | 0.21% | — | 92,320 | $3.8M |
| Western Wealth Management, LLC | 0.17% | Reduce -27.4% | 91,316 | $3.7M |
| United Bank | 1.23% | Add +113.5% | 89,953 | $3.6M |
| Simon Quick Advisors, LLC | 0.16% | Reduce -2.9% | 88,800 | $3.6M |
| True Freedom Investing, LLC | 0.24% | New | 87,888 | $3.5M |
| Vickerman Investment Advisors, Inc. | 0.71% | Add +12.9% | 87,562 | $3.5M |
| Foster & Motley Inc. | 0.18% | Reduce -12.0% | 85,424 | $3.4M |
| Baker Avenue Asset Management, LP | 0.08% | Add +8.3% | 84,759 | $3.4M |
| Compound Planning, Inc. | 0.10% | Add +1.3% | 84,727 | $3.4M |
| Fortis Group Advisors, LLC | 0.57% | Reduce -6.6% | 81,607 | $3.4M |
| Capital Insight Partners, LLC | 0.71% | Reduce -18.6% | 83,352 | $3.4M |
| Atlantic Union Bankshares Corp | 0.06% | Add +7.4% | 81,290 | $3.3M |
| 1ST Source Bank | 0.17% | Reduce -5.6% | 80,830 | $3.3M |
| Oppenheimer Asset Management Inc. | 0.04% | New | 80,136 | $3.2M |
| Park Avenue Securities LLC | 0.03% | Reduce -0.5% | 79,058 | $3.2M |
| &partners | 0.02% | Add +362.9% | 77,595 | $3.1M |
| Chesley Taft & Associates LLC | 0.12% | Reduce -0.2% | 76,835 | $3.1M |
| Horizon Financial Services, LLC | 1.39% | Add +6.0% | 75,747 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +13.3% | 75,392 | $3.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.85% | Reduce -1.1% | 75,302 | $3.0M |
| Bar Harbor Wealth Management | 0.18% | Add +0.8% | 75,128 | $3.0M |
| Forbes J M & Co. LLP | 0.24% | No change | 74,904 | $3.0M |
| Cardiff Park Advisors, LLC | 0.25% | No change | 74,591 | $3.0M |
| Premier Private Wealth Management LLC | 3.11% | — | 73,322 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -56.2% | 73,760 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +14.3% | 72,948 | $2.9M |
| Atria Investments, Inc | 0.03% | Reduce -13.6% | 72,862 | $2.9M |
| Creative Financial Designs Inc. | 0.18% | Reduce -7.5% | 72,362 | $2.9M |
| CTC Alternative Strategies, Ltd. | 5.30% | Add +47.1% | 70,031 | $2.8M |
| Prentice Wealth Management LLC | 0.64% | Add +1.9% | 69,396 | $2.8M |
| Spire Wealth Management | 0.09% | Reduce -2.8% | 69,382 | $2.8M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 68,368 | $2.8M |
| M&T Bank Corp | 0.01% | Reduce -4.5% | 67,682 | $2.7M |
| Millennium Management | 0.00% | Reduce -88.7% | 66,553 | $2.7M |
| Pacific Center for Financial Services | 0.68% | No change | 63,560 | $2.7M |
| Paladin Advisory Group, LLC | 1.94% | Add +3.2% | 65,951 | $2.7M |
| J. Team Financial, Inc. | 2.64% | Reduce -9.9% | 65,395 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +48.2% | 64,077 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Add +1.8% | 61,207 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.1% | 60,397 | $2.4M |
| NBT Bank, N.A. | 0.16% | Reduce -0.7% | 60,214 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +55.4% | 59,471 | $2.4M |
| Jefferies Financial Group Inc. | 0.02% | Add +997.4% | 58,776 | $2.4M |
| Cordatus Wealth Management LLC | 0.55% | Add +0.5% | 58,742 | $2.4M |
| Compass Wealth Management, LLC | 0.97% | Add +14.4% | 58,357 | $2.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.2% | 58,313 | $2.4M |
| EP Wealth Advisors, LLC | 0.01% | — | 58,264 | $2.4M |
| BlackRock, Inc. | 0.00% | Add +91.8% | 57,343 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -13.5% | 55,521 | $2.2M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 55,006 | $2.2M |
| Empirical Asset Management, LLC | 0.62% | Add +34.3% | 54,736 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +4.4% | 54,026 | $2.2M |
| 111 Capital | 0.47% | New | 53,581 | $2.2M |
| Manske Wealth Management | 0.64% | Add +0.3% | 53,429 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.8% | 53,100 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +161.4% | 52,827 | $2.1M |
| WBH Advisory Inc. | 0.16% | Add +0.3% | 52,469 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -40.1% | 52,188 | $2.1M |
| Triangle Securities Wealth Management | 0.44% | Reduce -4.4% | 51,590 | $2.1M |
| HighPoint Advisor Group LLC | 0.04% | New | 50,790 | $2.0M |
| Horizons Wealth Management | 1.36% | Add +23.9% | 50,738 | $2.0M |
| Fragasso Financial Advisors Inc | 0.12% | Reduce -7.1% | 50,738 | $2.0M |
| IMC-Chicago, LLC | 0.04% | Reduce -33.7% | 50,463 | $2.0M |
| Bailard, Inc. | 0.04% | Reduce -12.7% | 50,265 | $2.0M |
| Maven Securities LTD | 0.26% | New | 50,000 | $2.0M |
| Atlanta Consulting Group Advisors, LLC | 0.45% | Reduce -8.2% | 49,540 | $2.0M |
| Redwood Financial Network Corp | 1.27% | Reduce -3.5% | 49,270 | $2.0M |
| Trek Financial, LLC | 0.11% | Reduce -2.5% | 48,798 | $2.0M |
| Tudor Investment Corporation | 0.01% | New | 48,379 | $2.0M |
| Sound Income Strategies, LLC | 0.09% | Reduce -6.4% | 45,281 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 47,331 | $1.9M |
| Dakota Wealth Management | 0.03% | Add +8.6% | 47,292 | $1.9M |
| Premier Path Wealth Partners, LLC | 0.24% | Reduce -4.5% | 46,315 | $1.9M |
| Provident Co of the Employees of the Hebrew University LTD | 1.94% | No change | 46,236 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +7.6% | 44,924 | $1.9M |
| Private Wealth Advisors, LLC | 0.67% | Add +2.0% | 45,749 | $1.8M |
| Winthrop Capital Management, LLC | 0.42% | Reduce -5.2% | 45,000 | $1.8M |
| CX Institutional | 0.05% | Add +8.4% | 44,142 | $1.8M |
| Comerica Bank | 0.01% | Reduce -5.3% | 43,972 | $1.8M |
| RFG Advisory, LLC | 0.03% | Reduce -11.4% | 43,488 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -25.9% | 43,465 | $1.8M |
| Centennial Bank | 0.69% | Add +3.0% | 43,160 | $1.7M |
| Castle Wealth Management LLC | 0.57% | Reduce -0.1% | 42,754 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -81.2% | 42,645 | $1.7M |
| Richard W. Paul & Associates, LLC | 0.55% | Add +10.9% | 41,131 | $1.7M |
| Ballast Advisors LLC | 0.46% | Add +0.2% | 40,985 | $1.7M |
| Credit Industriel Et Commercial | 0.38% | New | 40,938 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -1.5% | 40,196 | $1.6M |
| Krilogy Financial LLC | 0.06% | Add +7.3% | 39,250 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +4.0% | 39,866 | $1.6M |
| Fifth Third Bancorp | 0.01% | Add +0.5% | 39,555 | $1.6M |
| Beacon Bank & Trust | 0.31% | Reduce -22.6% | 38,088 | $1.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +80.6% | 37,165 | $1.5M |
| Wealth Alliance Advisory Group, LLC | 0.26% | Add +15.2% | 37,157 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +204.0% | 37,017 | $1.5M |
| Chemung Canal Trust Co. | 0.30% | Reduce -54.5% | 36,941 | $1.5M |
| Berkeley Capital Partners, LLC | 0.35% | New | 36,559 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -5.4% | 36,467 | $1.5M |
| Zuckerman Investment Group, LLC | 0.13% | Reduce -5.3% | 35,965 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.7% | 35,611 | $1.4M |
| State Street Corp. | 0.00% | Reduce -0.5% | 35,305 | $1.4M |
| Pacific Sun Financial Corp | 0.67% | Add +6.2% | 34,703 | $1.4M |
| Orange Investment Advisors, Inc. | 0.15% | Add +3.0% | 34,468 | $1.4M |
| Old National Bancorp | 0.02% | Reduce -5.2% | 34,238 | $1.4M |
| Alpha Cubed Investments, LLC | 0.05% | Add +125.7% | 33,709 | $1.4M |
| Walleye Trading LLC | 0.02% | New | 33,685 | $1.4M |
| Hills Bank & Trust Co | 0.08% | New | 33,585 | $1.4M |
| Cornerstone Planning Group LLC | 0.21% | Add +17226.5% | 32,747 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -13.0% | 33,138 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -61.5% | 32,980 | $1.3M |
| Foronjy Financial LLC | 0.56% | Add +7.1% | 32,950 | $1.3M |
| CSS LLC | 0.22% | New | 32,770 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.51% | Add +8.3% | 32,619 | $1.3M |
| Scott Capital Advisors, LLC | 0.29% | Add +1.7% | 32,489 | $1.3M |
| Oath Planning, LLC | 1.29% | — | 32,324 | $1.3M |
| Trust Co. of Oklahoma | 0.38% | Add +2.0% | 32,097 | $1.3M |
| Ignite Planners, LLC | 0.20% | Reduce -25.8% | 31,142 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.14% | Reduce -0.3% | 31,780 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -4.0% | 31,547 | $1.3M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -0.2% | 31,514 | $1.3M |
| Thayer Partners, LLC / MA | 0.62% | — | 31,402 | $1.3M |
| First National Bank of Omaha | 0.04% | New | 31,053 | $1.3M |
| LYNX Capital Group Ltd. | 0.58% | No change | 31,300 | $1.3M |
| Novare Capital Management LLC | 0.09% | Add +35.3% | 30,816 | $1.2M |
| AAFMAA Wealth Management & Trust LLC | 0.49% | Reduce -0.0% | 30,812 | $1.2M |
| AlphaStar Capital Management, LLC | 0.09% | Reduce -90.4% | 30,797 | $1.2M |
| Ranch Capital Advisors Inc. | 0.46% | Add +1.7% | 30,639 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Reduce -2.3% | 30,616 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 30,403 | $1.2M |
| Powerhouse Assets LLC | 1.08% | — | 30,380 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +204.1% | 30,147 | $1.2M |
| One Wealth Map LLC | 0.62% | Add +9.1% | 29,626 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Reduce -7.3% | 29,631 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -91.5% | 29,529 | $1.2M |
| Quattro Financial Advisors LLC | 0.35% | No change | 29,297 | $1.2M |
| Vantage Financial Partners, LLC | 0.24% | Add +1.1% | 28,834 | $1.2M |
| Urban Financial Advisory Corp | 0.45% | Add +8.6% | 28,540 | $1.2M |
| Sherry Group, Inc. | 1.19% | — | 27,950 | $1.1M |
| Copia Wealth Management | 0.81% | Reduce -12.3% | 28,005 | $1.1M |
| Simmons Bank | 0.08% | Reduce -1.8% | 27,951 | $1.1M |
| Fiduciary Group, LLC | 0.09% | Reduce -0.9% | 27,861 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +2.5% | 27,523 | $1.1M |
| Banco Santander, S.A. | 0.01% | Add +34.7% | 27,385 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Reduce -1.2% | 27,329 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +108.6% | 27,222 | $1.1M |
| Hudson Oak Wealth Advisory LLC | 0.96% | — | 27,095 | $1.1M |
| Composition Wealth, LLC | 0.02% | Add +1.3% | 27,089 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +21.4% | 26,939 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.52% | Add +8.2% | 26,799 | $1.1M |
| Capital Advisors Wealth Management, LLC | 0.15% | Reduce -33.4% | 26,764 | $1.1M |
| Conservest Capital Advisors, Inc. | 0.10% | Add +122.7% | 26,746 | $1.1M |
| JSF Financial, LLC | 0.22% | New | 26,584 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 26,473 | $1.1M |
| Hohimer Wealth Management, LLC | 0.14% | New | 26,466 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -45.4% | 26,431 | $1.1M |
| Summit Securities Group LLC | 0.19% | New | 26,370 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.1% | 26,120 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -7.9% | 26,083 | $1.1M |
| Zullo Investment Group, Inc. | 0.38% | Add +0.1% | 25,924 | $1.0M |
| IFG Advisory, LLC | 0.05% | Add +2.4% | 25,618 | $1.0M |
| Innealta Capital, LLC | 0.55% | Reduce -22.4% | 25,356 | $1.0M |
| First Trust Advisors LP | 0.00% | Add +1.7% | 25,025 | $1.0M |
| Parkside Investments, LLC | 0.13% | Reduce -37.5% | 25,000 | $1.0M |
| Associated Banc-Corp | 0.03% | Reduce -3.2% | 24,988 | $1.0M |
| Cooksen Wealth, LLC | 0.74% | Add +2.5% | 24,909 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Add +5.7% | 24,724 | $998K |
| PeakShares LLC | 0.97% | — | 24,570 | $991K |
| Blair William & Co. | 0.00% | Add +22.1% | 24,474 | $988K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -49.6% | 24,226 | $978K |
| BCS Wealth Management | 0.10% | Add +88.9% | 23,932 | $966K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +7.5% | 23,841 | $962K |
| CoreCap Advisors, LLC | 0.03% | Reduce -2.2% | 23,667 | $955K |
| Magnus Financial Group LLC | 0.07% | Add +0.2% | 23,665 | $955K |
| Winter & Associates, Inc. | 0.87% | — | 23,366 | $943K |
| Silvia McColl Wealth Management, LLC | 0.62% | Add +3.6% | 23,111 | $933K |
| Corsicana & Co. | 0.52% | Reduce -0.6% | 22,960 | $926K |
| Virtu Financial LLC | 0.04% | New | 22,812 | $920K |
| Talisman Wealth Advisors LLC | 0.71% | Add +3.9% | 22,703 | $918K |
| Betterment LLC | 0.00% | Add +10.7% | 22,684 | $915K |
| Arrow Financial Corp | 0.09% | Reduce -91.0% | 22,430 | $905K |
| Wealth Advisors of Tampa Bay, LLC | 0.31% | Reduce -10.4% | 22,203 | $896K |
| Founders Financial Securities LLC | 0.05% | Reduce -29.6% | 21,961 | $886K |
| Kaizen Financial Strategies | 0.39% | Add +18.5% | 21,917 | $884K |
| WESPAC Advisors SoCal, LLC | 0.18% | Add +1.4% | 21,787 | $879K |
| Cresset Asset Management, LLC | 0.00% | Add +2.5% | 21,730 | $877K |
| Avior Wealth Management, LLC | 0.03% | Reduce -5.0% | 21,489 | $867K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +10.6% | 20,978 | $846K |
| Global Trust Wealth Management LLC | 0.63% | — | 20,965 | $846K |
| Lake Street Private Wealth, LLC | 0.10% | Add +1.2% | 20,591 | $831K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +2.2% | 20,411 | $824K |
| Advisory Resource Group | 0.14% | Add +3.8% | 20,192 | $815K |
| FIL Ltd | 0.00% | Add +2.7% | 20,024 | $808K |
| Texas Yale Capital Corp. | 0.02% | Add +21.2% | 20,000 | $807K |
| Luminist Capital LLC | 0.99% | Add +3.9% | 19,882 | $802K |
| Means Investment Co., Inc. | 0.07% | Reduce -97.2% | 19,523 | $788K |
| Fourth Dimension Wealth, LLC | 0.28% | Add +4.0% | 19,210 | $775K |
| 3EDGE Asset Management, LP | 0.04% | Add +35.6% | 18,996 | $773K |
| Horizon Investments, LLC | 0.01% | Reduce -38.6% | 19,112 | $771K |
| Orrstown Financial Services Inc. | 0.13% | Reduce -1.4% | 19,036 | $768K |
| Chesapeake Wealth Management | 0.23% | Add +0.2% | 18,785 | $758K |
| Independent Financial Group, LLC | 0.02% | Add +45.3% | 18,753 | $757K |
| Impact Investors, Inc | 0.52% | Add +16.9% | 18,475 | $745K |
| Martin & Co. Inc. | 0.13% | Add +4.1% | 18,442 | $744K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -44.6% | 18,425 | $743K |
| Jackson Hole Capital Partners, LLC | 0.13% | Reduce -9.2% | 18,377 | $741K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -4.6% | 18,308 | $739K |
| Carret Asset Management, LLC | 0.07% | No change | 18,213 | $735K |
| Sierra Summit Advisors LLC | 0.11% | Add +2.1% | 18,191 | $734K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.2% | 17,983 | $726K |
| Franklin Resources Inc. | 0.00% | Add +9122.0% | 17,983 | $726K |
| 1900 Wealth Management LLC | 0.05% | No change | 17,922 | $723K |
| CENTRAL TRUST Co | 0.01% | Add +2.9% | 17,745 | $716K |
| Oakmont Advisory Group, LLC | 0.76% | — | 17,740 | $716K |
| Collaborative Wealth Managment Inc. | 0.25% | Reduce -30.3% | 17,700 | $714K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -98.9% | 17,412 | $699K |
| Personal Cfo Solutions, LLC | 0.11% | Add +0.9% | 17,294 | $698K |
| LongView Wealth Management | 0.17% | Reduce -7.5% | 17,098 | $695K |
| James Investment Research, Inc. | 0.08% | Reduce -11.8% | 17,206 | $694K |
| Weinberger Asset Management, Inc | 0.25% | Reduce -2.7% | 17,186 | $693K |
| Kraft, Davis & Associates, LLC | 0.16% | Reduce -18.4% | 16,921 | $692K |
| Trust Co | 0.06% | Add +7.1% | 17,085 | $689K |
| Creekside Partners | 0.29% | Add +0.3% | 16,951 | $684K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.2% | 16,912 | $682K |
| Peoples Bank | 0.68% | Reduce -0.6% | 16,880 | $681K |
| Liberty Square Wealth Partners LLC | 0.19% | Add +0.1% | 16,304 | $658K |
| Asset Allocation Strategies LLC | 0.12% | Reduce -19.6% | 16,217 | $654K |
| Independence Wealth Advisors, LLC | 0.37% | — | 16,181 | $653K |
| Patten & Patten Inc. | 0.04% | No change | 16,099 | $650K |
| Rovin Capital /Ut/ | 0.17% | Add +7.3% | 16,079 | $649K |
| Harbour Investments, Inc. | 0.01% | Reduce -58.3% | 16,033 | $647K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | No change | 16,000 | $646K |
| Sigma Planning Corp | 0.02% | Reduce -7.6% | 15,892 | $641K |
| Boltwood Capital Management | 0.16% | Reduce -2.9% | 15,663 | $632K |
| Maridea Wealth Management LLC | 0.09% | Reduce -3.5% | 15,492 | $625K |
| Glenmede Trust Co. NA | 0.00% | — | 15,391 | $621K |
| XTX Topco Ltd | 0.02% | Add +74.3% | 15,353 | $619K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -63.7% | 15,299 | $617K |
| Cascade Financial Partners, LLC | 0.06% | Reduce -15.8% | 15,285 | $617K |
| Integrated Advisors Network LLC | 0.03% | Reduce -8.0% | 15,246 | $615K |
| Jain Global LLC | 0.01% | New | 15,198 | $613K |
| Focus Financial Network, Inc. | 0.02% | Reduce -3.3% | 15,082 | $609K |
| Cornerstone National Bank & Trust Co | 0.24% | Add +1.2% | 15,027 | $606K |
| Valmark Advisers, Inc. | 0.01% | Reduce -4.3% | 14,977 | $604K |
| Burford Brothers, Inc. | 0.25% | Reduce -3.2% | 14,877 | $600K |
| Fairway Wealth LLC | 0.16% | Add +0.5% | 14,787 | $597K |
| BLB&B Advisors, LLC | 0.02% | Add +55.5% | 14,656 | $591K |
| FMR LLC | 0.00% | Reduce -13.7% | 14,630 | $590K |
| Capital Analysts, LLC | 0.02% | Add +45.7% | 14,554 | $587K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -2.7% | 14,527 | $586K |
| AMG National Trust Bank | 0.01% | Add +17.1% | 14,340 | $579K |
| Triad Wealth Partners, LLC | 0.05% | New | 14,303 | $577K |
| Summit Financial, LLC | 0.01% | Reduce -6.3% | 14,226 | $574K |
| Gallacher Capital Management LLC | 0.22% | New | 14,170 | $572K |
| Hirtle & Co., LLC | 0.02% | No change | 13,787 | $556K |
| Whittier Trust Co. | 0.01% | Reduce -10.6% | 13,645 | $555K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 13,595 | $549K |
| Go Invest LLC | 0.18% | — | 13,435 | $542K |
| Monetary Management Group Inc. | 0.12% | Add +4.7% | 13,368 | $539K |
| Piedmont Capital Management, LLC | 0.28% | Add +9.3% | 13,357 | $539K |
| IMZ Advisory Inc | 0.20% | Reduce -3.4% | 13,203 | $533K |
| ExodusPoint Capital Management, LP | 0.01% | No change | 13,134 | $530K |
| Perigon Wealth Management, LLC | 0.01% | Add +43.1% | 13,065 | $527K |
| Berger Financial Group, Inc | 0.03% | Reduce -10.3% | 13,036 | $526K |
| Venturi Wealth Management, LLC | 0.02% | Add +12.0% | 12,895 | $520K |
| United Capital Financial Advisors, LLC | 0.00% | Add +103.4% | 12,770 | $515K |
| Nestegg Advisors, Inc. | 0.44% | Add +7.3% | 12,765 | $515K |
| Medallion Wealth Advisors, LLC | 0.17% | Reduce -4.2% | 12,762 | $515K |
| MontVue Capital Management, Inc. | 0.34% | Reduce -1.2% | 12,727 | $514K |
| Hilltop Holdings Inc. | 0.03% | Add +9.4% | 12,631 | $510K |
| Bonfire Financial | 0.37% | Add +19.3% | 12,327 | $497K |
| Visionary Wealth Advisors | 0.02% | Reduce -49.0% | 12,325 | $497K |
| Signal Advisors Wealth, LLC | 0.04% | Add +74.9% | 12,275 | $495K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.1% | 12,233 | $494K |
| Natixis | 0.00% | Add +0.7% | 12,201 | $492K |
| Tandem Wealth Advisors LLC | 0.21% | Add +21.8% | 11,632 | $469K |
| Churchill Financial Advisors, LLC | 0.14% | — | 11,582 | $467K |
| Retirement Planning Co of New England, Inc. | 0.19% | Reduce -8.0% | 11,436 | $461K |
| Bullock Wealth Management Group | 0.22% | — | 11,384 | $459K |
| AQR Capital Management | 0.00% | Add +2.6% | 11,312 | $456K |
| Vise Technologies, Inc. | 0.01% | New | 11,250 | $454K |
| Roberts Wealth Advisors, LLC | 0.12% | Add +21.1% | 11,226 | $453K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -76.0% | 11,196 | $452K |
| Intergy Private Wealth, LLC | 0.14% | Add +0.0% | 11,126 | $449K |
| Scotia Capital Inc. | 0.00% | Add +16.7% | 11,046 | $446K |
| Markin Asset Management, LP | 0.49% | — | 10,993 | $444K |
| Mystic Asset Management, Inc. | 0.10% | Reduce -1.8% | 10,967 | $443K |
| Vident Advisory, LLC | 0.00% | Reduce -4.0% | 10,939 | $441K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 37,584 | $441K |
| Captrust Financial Advisors | 0.00% | Add +106.9% | 10,763 | $434K |
| Colony Family Offices, LLC | 0.11% | No change | 10,758 | $434K |
| DT Investment Partners, LLC | 0.04% | No change | 10,558 | $426K |
| WealthShield Partners, LLC | 0.05% | Reduce -18.1% | 10,539 | $425K |
| 10Elms LLP | 0.44% | Add +2.6% | 10,480 | $423K |
| Okabena Investment Services Inc. | 0.08% | Add +2.0% | 10,469 | $422K |
| Diversify Advisory Services, LLC | 0.01% | Add +6.6% | 9,968 | $421K |
| Soltis Investment Advisors LLC | 0.03% | Add +48.9% | 10,127 | $409K |
| PFG Advisors | 0.02% | Add +67.5% | 10,126 | $409K |
| Marshall & Sterling Wealth Advisors Inc. | 0.27% | Add +7.6% | 10,097 | $407K |
| Sequent Planning LLC | 0.10% | Add +31.2% | 10,093 | $407K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -16.8% | 9,862 | $398K |
| Ascentis Independent Advisors | 0.06% | New | 9,825 | $396K |
| Independence Bank of Kentucky | 0.05% | Reduce -1.0% | 9,723 | $392K |
| Wealth Advisory Solutions, LLC | 0.09% | Reduce -2.7% | 9,711 | $392K |
| HBW Advisory Services LLC | 0.04% | Add +3.5% | 9,629 | $389K |
| ES4, LLC | 0.27% | — | 9,625 | $388K |
| Fairvoy Private Wealth, LLC | 0.09% | Reduce -0.7% | 9,620 | $388K |
| Point Windward Advisors Inc. | 0.19% | Add +11.2% | 9,612 | $388K |
| First National Trust Co | 0.01% | Add +25.7% | 9,417 | $380K |
| RCW Management, LLC | 0.38% | — | 9,411 | $380K |
| Marks Group Wealth Management, Inc | 0.04% | Add +9.4% | 9,406 | $380K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -16.4% | 9,389 | $379K |
| United Asset Strategies, Inc. | 0.03% | Add +10.5% | 9,368 | $378K |
| M.E. Allison & Co., Inc. | 0.26% | Add +2.2% | 9,318 | $376K |
| Pines Wealth Management, LLC | 0.12% | Add +5.6% | 9,133 | $369K |
| TD Capital Management LLC | 0.03% | Add +1.1% | 9,019 | $364K |
| Harbour Investment Management LLC | 0.19% | Reduce -10.4% | 8,995 | $363K |
| Blue Fin Capital, Inc. | 0.06% | Reduce -2.2% | 8,894 | $359K |
| New England Capital Financial Advisors LLC | 0.14% | Reduce -8.8% | 8,851 | $357K |
| Carlson Financial, Inc. | 0.20% | — | 8,641 | $349K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +8.6% | 8,616 | $348K |
| Dearborn Partners LLC | 0.02% | Add +28.3% | 8,584 | $346K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +12.2% | 8,581 | $346K |
| Kessler Investment Group, LLC | 0.14% | Add +0.3% | 8,473 | $342K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.8% | 8,461 | $341K |
| Americana Partners, LLC | 0.01% | Add +1.2% | 8,432 | $340K |
| Colton Groome Financial Advisors, LLC | 0.10% | New | 8,369 | $338K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.7% | 8,306 | $335K |
| CWC Advisors, LLC. | 0.16% | Add +15.4% | 8,190 | $330K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -46.2% | 8,183 | $330K |
| Kovack Advisors, Inc. | 0.02% | New | 8,048 | $325K |
| Private Trust Co. NA | 0.03% | Reduce -38.1% | 7,982 | $322K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 7,950 | $321K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +56.6% | 7,866 | $318K |
| RVW Wealth, LLC | 0.02% | No change | 7,846 | $317K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 7,836 | $316K |
| Spinnaker Trust | 0.02% | No change | 7,827 | $316K |
| W.H. Cornerstone Investments Inc. | 0.19% | Reduce -40.5% | 7,814 | $315K |
| Ballast Rock Private Wealth LLC | 0.20% | — | 7,791 | $314K |
| Sovran Advisors, LLC | 0.03% | Reduce -12.8% | 7,529 | $314K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -16.8% | 7,756 | $313K |
| Meridian Wealth Management, LLC | 0.01% | New | 7,730 | $312K |
| Calton & Associates, Inc. | 0.05% | Reduce -5.6% | 7,728 | $312K |
| PFG Investments, LLC | 0.01% | Reduce -1.4% | 7,675 | $310K |
| GeoWealth Management, LLC | 0.01% | Reduce -32.4% | 7,601 | $307K |
| Midwest Trust Co | 0.00% | Reduce -3.5% | 7,572 | $306K |
| Flagstar Securities, Inc. | 0.10% | Add +1.1% | 7,537 | $304K |
| Aprio Wealth Management, LLC | 0.02% | New | 7,517 | $303K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 7,485 | $302K |
| Nwam LLC | 0.02% | Reduce -22.2% | 7,302 | $301K |
| KWB Wealth | 0.03% | Add +2.1% | 7,384 | $298K |
| Avestar Capital, LLC | 0.02% | New | 7,187 | $290K |
| BCO Wealth Management LLC | 0.18% | No change | 7,115 | $287K |
| Birchcreek Wealth Management, LLC | 0.14% | New | 7,108 | $287K |
| Abound Wealth Management | 0.07% | Add +106.3% | 7,103 | $287K |
| IFP Advisors, Inc | 0.01% | Add +42.0% | 7,069 | $285K |
| Bokf, NA | 0.00% | No change | 7,051 | $285K |
| HB Wealth Management, LLC | 0.00% | Add +13.8% | 7,036 | $284K |
| Larson Financial Group LLC | 0.01% | Add +2.2% | 7,002 | $283K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 6,979 | $282K |
| True Vision MN LLC | 0.14% | Add +1.6% | 6,929 | $280K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -22.8% | 6,893 | $278K |
| Capstone Investment Advisors, LLC | 0.00% | New | 6,851 | $276K |
| FineMark National Bank & Trust | 0.01% | No change | 6,797 | $274K |
| Howe & Rusling Inc. | 0.02% | Add +10.5% | 6,735 | $272K |
| Henshaw Capital LLC | 0.01% | No change | 6,675 | $269K |
| VSM Wealth Advisory, LLC | 0.08% | New | 6,664 | $269K |
| Ally Invest Advisors Inc. | 0.02% | Add +2.0% | 6,632 | $268K |
| Brown Advisory Inc. | 0.00% | New | 6,621 | $267K |
| WorthPointe, LLC | 0.07% | Add +1.3% | 6,601 | $266K |
| Plimoth Trust Co. LLC | 0.06% | Reduce -1.9% | 6,590 | $266K |
| Madden Advisory Services, Inc. | 0.11% | Add +4.3% | 6,589 | $266K |
| Realta Investment Advisors | 0.09% | Reduce -48.4% | 6,487 | $262K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 6,442 | $260K |
| University of Texas/Texas Am Investment Management Co. | 0.04% | Add +12.5% | 6,435 | $260K |
| Essex LLC | 0.05% | Add +30.3% | 6,428 | $259K |
| Whalerock Point Partners, LLC | 0.05% | No change | 6,400 | $258K |
| Dover Advisors, LLC | 0.10% | Add +11.2% | 6,238 | $252K |
| Innova Wealth Partners | 0.12% | Add +7.3% | 6,127 | $247K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +183.2% | 6,066 | $247K |
| Mgo One Seven LLC | 0.01% | Reduce -4.6% | 6,097 | $246K |
| Carnegie Investment Counsel | 0.00% | Add +10.9% | 6,086 | $246K |
| Keel Point, LLC | 0.01% | Reduce -2.5% | 6,036 | $244K |
| Apella Capital, LLC | 0.00% | New | 6,030 | $243K |
| Barrett & Company, Inc. | 0.08% | No change | 6,008 | $242K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -76.9% | 6,008 | $242K |
| MGB Wealth Management, LLC | 0.07% | Reduce -28.7% | 6,000 | $242K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -28.2% | 5,950 | $240K |
| Belpointe Asset Management LLC | 0.01% | Reduce -66.5% | 5,950 | $240K |
| Woodmont Investment Counsel LLC | 0.01% | Reduce -11.5% | 5,934 | $239K |
| Prasad Wealth Partners, LLC | 0.06% | Reduce -57.3% | 5,931 | $239K |
| Caldwell Trust Co | 0.02% | Reduce -15.7% | 5,924 | $239K |
| Beck Bode, LLC | 0.04% | Reduce -6.0% | 5,904 | $238K |
| Trilogy Capital Inc. | 0.01% | Reduce -10.4% | 5,830 | $235K |
| Centaurus Financial, Inc. | 0.01% | Add +34.5% | 5,832 | $235K |
| Advyzon Investment Management, LLC | 0.03% | Add +8.4% | 5,674 | $229K |
| Catalyst Investment Management LLC | 0.22% | — | 5,669 | $229K |
| Snider Financial Group | 0.06% | Reduce -46.5% | 5,665 | $229K |
| Verus Capital Partners, LLC | 0.02% | Add +5.4% | 5,664 | $229K |
| Tyche Wealth Partners LLC | 0.04% | Add +1.9% | 5,648 | $228K |
| Principal Securities, Inc. | 0.00% | Reduce -9.4% | 5,626 | $227K |
| Community Trust & Investment Co. | 0.01% | No change | 5,606 | $226K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -5.8% | 5,581 | $225K |
| StoneX Group Inc. | 0.01% | New | 5,533 | $225K |
| TFB Advisors LLC | 0.06% | No change | 5,549 | $224K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +1.1% | 5,515 | $223K |
| NorthRock Partners, LLC | 0.00% | Reduce -1.6% | 5,515 | $223K |
| Petros Family Wealth, LLC | 0.15% | New | 5,484 | $221K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 5,473 | $221K |
| Fiduciary Trust Co | 0.00% | New | 5,453 | $220K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,427 | $219K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | No change | 5,388 | $217K |
| Rooted Wealth Advisors, Inc. | 0.06% | No change | 5,221 | $216K |
| First Horizon Corp. | 0.01% | Reduce -0.5% | 5,361 | $216K |
| HSBC Holdings PLC | 0.00% | New | 5,360 | $216K |
| Briggs Wealth Management, Inc | 0.23% | — | 5,341 | $216K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +7.2% | 5,331 | $215K |
| Vilga Financial Planning LLC | 0.21% | — | 5,320 | $215K |
| Evernest Financial Advisors, LLC | 0.04% | Reduce -20.3% | 5,072 | $214K |
| Cary Street Partners Financial LLC | 0.01% | New | 5,296 | $214K |
| Solstein Capital, LLC | 0.09% | No change | 5,295 | $214K |
| Entelevest, LLC | 0.22% | — | 5,287 | $213K |
| Golden State Wealth Management, LLC | 0.02% | Add +7.0% | 5,277 | $213K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.9% | 5,276 | $213K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 5,154 | $208K |
| Intrua Financial, LLC | 0.02% | Reduce -3.3% | 5,145 | $208K |
| LPWM LLC | 0.05% | Add +6.8% | 5,144 | $208K |
| Millington Financial Advisors, LLC | 0.09% | Reduce -15.3% | 4,940 | $207K |
| Estate Counselors, LLC | 0.02% | Reduce -25.4% | 5,055 | $204K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -63.1% | 5,048 | $204K |
| Centennial Wealth Advisory LLC | 0.05% | New | 5,046 | $204K |
| Bedell Frazier Investment Counselling, LLC | 0.04% | Reduce -23.1% | 5,045 | $204K |
| Merit Financial Group, LLC | 0.00% | New | 5,038 | $203K |
| Pure Portfolios Holdings LLC | 0.06% | Reduce -7.5% | 4,970 | $201K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 4,650 | $188K |
| Lanark Financial, Inc. | 0.01% | Add +9.2% | 4,565 | $184K |
| Strive Financial Group ,LLC | 0.10% | — | 4,500 | $182K |
| Ancora Advisors LLC | 0.00% | No change | 3,930 | $159K |
| Assetmark, Inc. | 0.00% | Add +214.4% | 3,911 | $158K |
| Global Retirement Partners, LLC | 0.00% | Reduce -29.9% | 3,513 | $142K |
| Atlas Capital Advisors Inc. | 0.01% | — | 3,290 | $133K |
| Albion Financial Group | 0.01% | Reduce -43.4% | 3,257 | $131K |
| Cranbrook Wealth Management, LLC | 0.03% | Reduce -17.2% | 3,256 | $131K |
| Turning Point Benefit Group, Inc. | 0.07% | Reduce -7.5% | 3,094 | $125K |
| Sherman Asset Management, Inc. | 0.11% | Add +0.2% | 3,075 | $124K |
| Noble Wealth Management PBC | 0.06% | No change | 3,000 | $121K |
| Elevated Capital Advisors, LLC | 0.03% | New | 2,933 | $118K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 2,893 | $117K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +6.4% | 2,750 | $111K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +27.5% | 2,715 | $110K |
| First United Bank & Trust | 0.03% | Reduce -7.2% | 2,614 | $105K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 2,487 | $100K |
| UMB Bank, n.a. | 0.00% | Add +21.3% | 2,461 | $99K |
| LRI Investments, LLC | 0.01% | No change | 2,310 | $93K |
| IFC & Insurance Marketing, Inc. | 0.09% | — | 2,167 | $87K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,055 | $83K |
| Financial Freedom, LLC | 0.04% | Add +0.7% | 2,045 | $83K |
| Chilton Capital Management LLC | 0.00% | Add +0.5% | 2,029 | $82K |
| Front Row Advisors LLC | 0.03% | No change | 2,010 | $81K |
| Peoples Financial Services Corp. | 0.04% | No change | 2,007 | $81K |
| Montag A & Associates Inc. | 0.00% | Reduce -13.4% | 1,989 | $80K |
| Arax Advisory Partners | 0.00% | New | 1,923 | $78K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,909 | $77K |
| National Bank of Canada | 0.00% | Reduce -67.9% | 1,784 | $72K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,750 | $71K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -16.8% | 1,612 | $65K |
| Security National Bank | 0.01% | Reduce -47.3% | 1,587 | $64K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.9% | 1,538 | $62K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,532 | $62K |
| Blue Trust, Inc. | 0.00% | No change | 1,494 | $60K |
| Tsfg, LLC | 0.01% | Add +0.5% | 1,452 | $59K |
| Three Bearings Fiduciary Advisors, Inc. | 0.05% | — | 1,273 | $53K |
| Viewpoint Capital Management LLC | 0.02% | Reduce -0.8% | 1,303 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | Add +64.2% | 1,286 | $52K |
| Birchwood Financial Partners, Inc. | 0.05% | — | 1,250 | $50K |
| Pursuit Wealth Strategies, LLC | 0.07% | — | 1,235 | $50K |
| Private Wealth Asset Management, LLC | 0.01% | Add +2.4% | 1,209 | $49K |
| International Assets Investment Management, LLC | 0.00% | Reduce -91.2% | 1,189 | $48K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 1,109 | $45K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 1,003 | $40K |
| Estate Planners Group, LLC | 0.02% | — | 1,000 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.6% | 993 | $40K |
| Pflug Koory, LLC | 0.02% | Add +0.2% | 986 | $40K |
| Harbor Asset Planning, Inc. | 0.03% | Add +1.2% | 981 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -59.6% | 979 | $40K |
| Clark Wealth Partners | 0.02% | No change | 939 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 913 | $37K |
| Bangor Savings Bank | 0.00% | No change | 889 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -33.5% | 861 | $35K |
| Triumph Capital Management | 0.01% | New | 823 | $33K |
| Curat Global, LLC | 0.04% | No change | 820 | $33K |
| Avion Wealth | 0.01% | Add +0.8% | 828 | $33K |
| Clearstead Advisors, LLC | 0.00% | Reduce -54.8% | 762 | $31K |
| Kingdom Financial Group LLC. | 0.01% | New | 740 | $30K |
| Evermay Wealth Management LLC | 0.00% | No change | 735 | $30K |
| Eastern Bank | 0.00% | No change | 725 | $29K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 718 | $29K |
| Atomic Invest LLC | 0.02% | — | 710 | $29K |
| Byrne Asset Management LLC | 0.02% | Add +6.7% | 715 | $29K |
| High Point Wealth Management, LLC | 0.03% | — | 708 | $29K |
| Ankerstar Wealth, LLC | 0.03% | — | 686 | $28K |
| Webster Bank, N. A. | 0.00% | No change | 677 | $27K |
| IMA Advisory Services, Inc. | 0.00% | No change | 670 | $27K |
| Bayban | 0.02% | — | 659 | $27K |
| Ameriflex Group, Inc. | 0.01% | Add +109.2% | 657 | $27K |
| Bollard Group LLC | 0.00% | Add +1.0% | 627 | $25K |
| Elyxium Wealth, LLC | 0.01% | New | 614 | $25K |
| Morse Asset Management, Inc | 0.00% | New | 600 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -62.5% | 600 | $24K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 572 | $23K |
| Biltmore Family Office, LLC | 0.00% | Add +67.8% | 567 | $23K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 537 | $22K |
| Deutsche Bank AG | 0.00% | No change | 533 | $22K |
| GAMMA Investing LLC | 0.00% | Add +24.3% | 532 | $21K |
| Addison Advisors LLC | 0.00% | No change | 525 | $21K |
| New Millennium Group LLC | 0.01% | Reduce -1.9% | 524 | $21K |
| Smithfield Trust Co | 0.00% | Reduce -67.2% | 513 | $21K |
| Wellington Grp LLC | 0.01% | — | 503 | $20K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 500 | $20K |
| eCIO, Inc. | 0.01% | New | 490 | $20K |
| MTM Investment Management, LLC | 0.01% | Add +0.2% | 456 | $18K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -22.2% | 448 | $18K |
| Entrust Financial LLC | 0.01% | — | 446 | $18K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | Add +24.9% | 437 | $18K |
| Bogart Wealth, LLC | 0.00% | Add +1142.9% | 435 | $18K |
| SageView Advisory Group, LLC | 0.00% | New | 434 | $18K |
| Concord Wealth Partners | 0.00% | Reduce -52.2% | 406 | $16K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.3% | 405 | $16K |
| Crews Bank & Trust | 0.00% | Add +19.4% | 400 | $16K |
| Cedar Wealth Management, LLC | 0.00% | No change | 398 | $16K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 397 | $16K |
| NFSG Corp | 0.00% | Add +5.0% | 396 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 380 | $15K |
| MidFirst Bank | 0.00% | — | 371 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 371 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.8% | 363 | $15K |
| Eukles Asset Management | 0.01% | Add +65.6% | 356 | $14K |
| Bessemer Group Inc. | 0.00% | No change | 338 | $14K |
| Investors Portfolio Services LLC | 0.01% | — | 326 | $13K |
| Missouri Trust & Investment Co | 0.00% | No change | 326 | $13K |
| Darwin Wealth Management, LLC | 0.00% | New | 322 | $13K |
| Strategic Advocates LLC | 0.00% | Add +53.6% | 318 | $13K |
| Truvestments Capital LLC | 0.00% | No change | 300 | $12K |
| Bank of New Hampshire | 0.00% | No change | 300 | $12K |
| Imprint Wealth LLC | 0.06% | Reduce -77.2% | 297 | $12K |
| Vision Financial Markets LLC | 0.01% | Add +0.3% | 285 | $11K |
| Rice Partnership, LLC | 0.00% | No change | 278 | $11K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -84.4% | 276 | $11K |
| Parallel Advisors, LLC | 0.00% | Reduce -49.4% | 276 | $11K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 273 | $11K |
| Rossmore Private Capital | 0.00% | No change | 270 | $11K |
| Pacifica Partners Inc. | 0.00% | New | 246 | $10K |
| Investors Research Corp | 0.00% | No change | 232 | $9K |
| 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 |
| Financial Perspectives, Inc | 0.00% | Add +1.0% | 209 | $8K |
| Rakuten Securities, Inc. | 0.00% | Add +83.3% | 209 | $8K |
| Wealth Watch Advisors, INC | 0.00% | Add +1286.7% | 208 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 207 | $8K |
| Park Square Financial Group, LLC | 0.05% | New | 203 | $8K |
| Nemes Rush Group LLC | 0.00% | Add +1.0% | 203 | $8K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -20.0% | 200 | $8K |
| Dynamic Wealth Strategies, LLC | 0.00% | New | 200 | $8K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 193 | $8K |
| Joseph Group Capital Management | 0.00% | Add +23.7% | 193 | $8K |
| McGuire Capital Advisors Inc. | 0.00% | — | 179 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +10.3% | 172 | $7K |
| Bare Financial Services, Inc | 0.00% | No change | 169 | $7K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 165 | $7K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -58.9% | 163 | $7K |
| Curio Wealth, LLC | 0.00% | New | 162 | $7K |
| Jessup Wealth Management, Inc | 0.00% | New | 160 | $6K |
| North Star Investment Management Corp. | 0.00% | Reduce -12.1% | 152 | $6K |
| Arlington Trust Co LLC | 0.00% | No change | 150 | $6K |
| Optiver Holding B.V. | 0.00% | New | 150 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 145 | $6K |
| Optima Capital LLC | 0.00% | New | 143 | $6K |
| Wilkerson Advisory Group LLC | 0.00% | — | 139 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 136 | $5K |
| Hoey Investments, Inc. | 0.00% | New | 136 | $5K |
| Lodestone Wealth Management LLC | 0.00% | New | 131 | $5K |
| Granite FO LLC | 0.00% | No change | 125 | $5K |
| Scarborough Advisors, LLC | 0.00% | Add +0.9% | 116 | $5K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 111 | $4K |
| Activest Wealth Management | 0.00% | No change | 110 | $4K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -97.1% | 100 | $4K |
| City Holding Co. | 0.00% | No change | 100 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 98 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 96 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -52.5% | 94 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 89 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 87 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | New | 87 | $4K |
| SYM FINANCIAL Corp | 0.00% | No change | 86 | $3K |
| Breakwater Investment Management | 0.00% | No change | 82 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -10.1% | 80 | $3K |
| WealthCollab, LLC | 0.00% | New | 79 | $3K |
| Financial Consulate, Inc. | 0.00% | No change | 75 | $3K |
| Motiv8 Investments LLC | 0.00% | New | 78 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 72 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 67 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | New | 67 | $3K |
| Operose Advisors LLC | 0.00% | New | 65 | $3K |
| Rialto Wealth Management, LLC | 0.00% | No change | 59 | $2K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | No change | 58 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 53 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 51 | $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% | No change | 44 | $2K |
| Luken Investment Analytics, LLC | 0.00% | No change | 42 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +2.4% | 42 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 41 | $2K |
| Daytona Street Capital LLC | 0.00% | — | 41 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 41 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | Reduce -71.4% | 40 | $2K |
| Global Wealth Strategies & Associates | 0.00% | Add +875.0% | 39 | $2K |
| Maseco LLP | 0.00% | New | 37 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 34 | $1K |
| Key Financial Inc | 0.00% | No change | 31 | $1K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -69.0% | 31 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 28 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 16 | $1K |
| Horizon Bancorp Inc. | 0.00% | No change | 36 | $1K |
| Kelleher Financial Advisors | 0.00% | No change | 24 | $968 |
| SJS Investment Consulting Inc. | 0.00% | New | 23 | $929 |
| Weaver Capital Management LLC | 0.00% | Reduce -74.7% | 22 | $888 |
| Archer Investment Corp | 0.00% | Reduce -91.6% | 20 | $814 |
| Register Financial Advisors LLC | 0.00% | No change | 18 | $726 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 18 | $726 |
| Toronto Dominion Bank | 0.00% | No change | 16 | $646 |
| Family Manage LLC | 0.00% | No change | 14 | $565 |
| Private Wealth Management Group, LLC | 0.00% | New | 13 | $525 |
| St Germain D J Co. Inc. | 0.00% | No change | 11 | $444 |
| Root Financial Partners, LLC | 0.00% | Reduce -92.4% | 10 | $408 |
| MCF Advisors LLC | 0.00% | New | 8 | $323 |
| Davis Capital Management | 0.00% | No change | 6 | $242 |
| Caitlin John, LLC | 0.00% | Reduce -87.5% | 6 | $242 |
| Rossby Financial, LCC | 0.00% | New | 5 | $202 |
| Trust Co. of Vermont | 0.00% | No change | 5 | $202 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $122 |
| Bernard Wealth Management Corp. | 0.00% | No change | 3 | $122 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $81 |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -99.6% | 1 | $40 |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -87.5% | 1 | $33 |
| Hantz Financial Services, Inc. | 0.00% | New | 10 | $0 |
| 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.