SS Real Estate Select SectorXLREETF
13F holders, Q1 2026 (March 31)758holders −21
79new positions
95sold out
3famous investors
$40.82avg. 13F price*
At the end of Q1 2026, 758 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, down 21 from Q4 2025. 79 opened new positions and 95 sold out. The largest holders were Creative Planning ($2.0B), Morgan Stanley ($297.8M) and Bank of America Corp. ($293.1M). 3 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q1 2026)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $248.0M |
| Exits | 95 | $106.6M |
All 13F filers, Q4 2025 → Q1 2026: 22,175,573 shares bought and 27,632,969 shares sold, net −5,457,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 758 holders
| Creative Planning | 1.33% | Add +7.8% | 47,961,726 | $2.0B |
| Morgan Stanley | 0.02% | Add +12.6% | 7,294,695 | $297.8M |
| Bank of America Corp. | 0.02% | Reduce -63.8% | 7,179,190 | $293.1M |
| JPMorgan Chase & Co. | 0.02% | Add +2650.8% | 5,769,742 | $232.0M |
| LPL Financial LLC | 0.04% | Add +2.7% | 4,117,461 | $168.1M |
| Wells Fargo & Company | 0.03% | Add +2.8% | 3,994,740 | $163.1M |
| Cassaday & Co Wealth Management LLC | 2.89% | Add +1.6% | 3,321,533 | $135.6M |
| Two Sigma Investments, LP | 0.10% | Reduce -52.4% | 2,731,500 | $111.5M |
| UBS Group AG | 0.01% | Add +37.8% | 2,055,098 | $83.9M |
| Capital Investment Advisors, LLC | 0.96% | Add +7.8% | 1,599,989 | $65.3M |
| Moss Adams Wealth Advisors LLC | 4.75% | Add +4.6% | 1,589,587 | $64.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -32.4% | 1,571,645 | $64.2M |
| Alps Advisors Inc. | 0.27% | Add +8.8% | 1,426,962 | $58.3M |
| Cetera Investment Advisers | 0.06% | Add +6.2% | 1,373,623 | $56.1M |
| American Family Investments, Inc. | 1.47% | New | 1,367,087 | $55.8M |
| Baird Financial Group, Inc. | 0.08% | Reduce -0.5% | 1,288,221 | $52.6M |
| Victory Capital Management Inc. | 0.03% | Add +2.2% | 1,221,881 | $49.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.0% | 1,183,650 | $48.3M |
| Phoenix Financial Ltd. | 0.41% | No change | 1,063,404 | $43.4M |
| Parcion Private Wealth LLC | 2.66% | New | 1,050,724 | $42.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +138.6% | 1,030,548 | $42.1M |
| Advisory Alpha, LLC | 1.02% | Reduce -13.2% | 917,501 | $37.5M |
| PGIM Custom Harvest LLC | 0.50% | Add +11.8% | 783,471 | $32.0M |
| Auto-Owners Insurance Co | 0.66% | No change | 766,565 | $31.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +68.8% | 718,918 | $29.4M |
| Royal Bank of Canada | 0.01% | Add +21.1% | 716,755 | $29.3M |
| Peapack Gladstone Financial Corp. | 0.37% | Add +22.8% | 701,841 | $28.7M |
| Factory Mutual Insurance Co. | 0.30% | No change | 659,000 | $26.9M |
| Stonebridge Financial Group, LLC | 2.15% | New | 639,514 | $26.1M |
| Cwm, LLC | 0.06% | Add +11.2% | 588,063 | $24.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.76% | Add +11.8% | 581,690 | $23.8M |
| HighTower Advisors, LLC | 0.02% | Add +3.0% | 551,269 | $22.5M |
| Janney Montgomery Scott LLC | 0.05% | Add +299.9% | 535,397 | $21.9M |
| Dean, Jacobson Financial Services, LLC | 13.10% | New | 522,170 | $21.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.8% | 510,351 | $20.8M |
| Mariner, LLC | 0.02% | Add +4.0% | 493,952 | $20.2M |
| WCG Wealth Advisors LLC | 0.54% | Add +3.2% | 475,451 | $19.4M |
| Warwick Investment Management, Inc. | 2.73% | Add +1.0% | 460,928 | $18.8M |
| Meitav Investment House Ltd. | 0.20% | Reduce -21.0% | 448,499 | $18.3M |
| SIH Partners, LLLP | 0.56% | Add +304.3% | 445,213 | $18.2M |
| Citigroup Inc. | 0.01% | Reduce -48.3% | 425,758 | $17.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -36.8% | 412,626 | $17.2M |
| Country Trust Bank | 0.31% | Add +19.7% | 403,236 | $16.5M |
| Prentice Wealth Management LLC | 3.51% | Add +448.7% | 380,776 | $15.5M |
| Stonebridge Capital Advisors LLC | 1.08% | Add +2.6% | 378,511 | $15.5M |
| Kingsview Wealth Management, LLC | 0.21% | Reduce -67.2% | 375,537 | $15.3M |
| Farmers Trust Co. | 2.35% | Add +44.0% | 366,692 | $15.0M |
| Capital Wealth Management, LLC | 4.01% | Add +18.5% | 362,757 | $14.8M |
| Ballentine Partners, LLC | 0.20% | Add +1.9% | 351,121 | $14.3M |
| Stifel Financial Corp. | 0.01% | Reduce -7.6% | 344,679 | $14.1M |
| Hudock, Inc. | 2.01% | Add +13.4% | 334,207 | $13.6M |
| Allworth Financial LP | 0.05% | Add +5.0% | 330,994 | $13.5M |
| AE Wealth Management LLC | 0.07% | Add +17.0% | 330,635 | $13.5M |
| Jain Global LLC | 0.17% | Add +1966.4% | 314,052 | $12.8M |
| Prudential Financial Inc. | 0.02% | New | 307,116 | $12.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.81% | No change | 303,152 | $12.4M |
| MAI Capital Management | 0.07% | Add +3.5% | 302,989 | $12.4M |
| Ameritas Advisory Services, LLC | 0.47% | Reduce -0.7% | 292,879 | $12.0M |
| Trust Asset Management LLC | 0.83% | No change | 285,208 | $11.6M |
| Agf Management Ltd. | 0.05% | Reduce -6.5% | 277,338 | $11.3M |
| Freestone Capital Holdings, LLC | 0.34% | Add +18.1% | 276,106 | $11.3M |
| Brio Consultants, LLC | 1.30% | Add +4.7% | 239,993 | $10.6M |
| Amica Mutual Insurance Co. | 0.88% | No change | 251,930 | $10.3M |
| American Financial Advisors, LLC | 1.30% | Reduce -1.9% | 238,717 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.7% | 234,312 | $9.6M |
| Proffitt & Goodson Inc. | 1.47% | Add +24.9% | 232,240 | $9.5M |
| Transamerica Financial Advisors, LLC | 0.78% | Reduce -7.3% | 225,574 | $9.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +60.9% | 225,430 | $9.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.9% | 206,667 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Add +13.2% | 205,930 | $8.4M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +595.0% | 205,235 | $8.4M |
| Independent Advisor Alliance | 0.09% | New | 198,229 | $8.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.8% | 194,451 | $7.9M |
| Solano Wealth Investment Advisors LLC | 3.91% | Add +6.2% | 191,991 | $7.8M |
| Keybank National Association | 0.03% | Reduce -0.2% | 186,399 | $7.6M |
| Reyes Financial Architecture, Inc. | 6.15% | New | 184,305 | $7.5M |
| D.A. Davidson & Co. | 0.04% | Add +25.5% | 181,505 | $7.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.6% | 179,710 | $7.3M |
| Foguth Wealth Management, LLC. | 0.84% | Reduce -12.9% | 163,092 | $7.2M |
| IHT Wealth Management, LLC | 0.17% | Add +61.0% | 175,572 | $7.2M |
| GenTrust, LLC | 0.30% | New | 174,064 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.2% | 168,997 | $6.9M |
| StrongBox Wealth, LLC | 2.19% | Reduce -15.2% | 167,883 | $6.9M |
| First Interstate Bank | 0.38% | Reduce -3.9% | 164,463 | $6.7M |
| Corient Private Wealth LP | 0.01% | Reduce -16.9% | 165,463 | $6.3M |
| Cerity Partners LLC | 0.01% | Reduce -3.4% | 150,902 | $6.2M |
| LCW Services, LLC | 3.06% | New | 150,826 | $6.2M |
| Waverly Advisors, LLC | 0.04% | Add +24.1% | 145,628 | $5.9M |
| Aspect Partners, LLC | 2.42% | Add +4.3% | 145,203 | $5.9M |
| Armstrong Advisory Group, Inc. | 0.39% | Reduce -6.7% | 143,933 | $5.9M |
| Cedar Point Capital Partners, LLC | 3.77% | New | 141,984 | $5.8M |
| Econ Financial Services Corp | 2.63% | New | 138,915 | $5.7M |
| Arkansas Financial Group, Inc. | 0.78% | Add +4.0% | 131,543 | $5.6M |
| Evergreen Capital Management LLC | 0.12% | Add +4.0% | 135,802 | $5.5M |
| Stadion Money Management, LLC | 0.55% | Reduce -76.7% | 133,733 | $5.5M |
| Jacobi Capital Management LLC | 0.30% | Add +22.9% | 133,442 | $5.4M |
| KCM Investment Advisors LLC | 0.18% | Reduce -2.4% | 133,268 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -65.2% | 133,095 | $5.4M |
| Choreo, LLC | 0.07% | Reduce -3.4% | 132,141 | $5.4M |
| Algorithmic Investment Models, LLC | 6.63% | Add +12.3% | 131,530 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -21.9% | 130,564 | $5.3M |
| Brookstone Capital Management | 0.06% | Add +10.4% | 130,196 | $5.3M |
| EP Wealth Advisors, LLC | 0.03% | Add +120.4% | 128,426 | $5.2M |
| American National Bank of Texas | 4.99% | Add +0.4% | 128,164 | $5.2M |
| Certified Advisory Corp | 0.45% | Reduce -26.6% | 123,693 | $5.0M |
| Invenio Wealth Partners LLC | 2.00% | Add +7.5% | 123,573 | $5.0M |
| FLC Capital Advisors | 0.90% | Add +8.1% | 121,233 | $4.9M |
| CacheTech Inc. | 0.94% | Reduce -3.6% | 119,190 | $4.9M |
| First Merchants Corp. | 0.18% | Add +4.3% | 117,695 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.0% | 114,669 | $4.7M |
| JFS Wealth Advisors, LLC | 0.26% | Reduce -7.9% | 114,616 | $4.7M |
| Adams Wealth Management | 1.02% | Reduce -7.7% | 114,161 | $4.7M |
| MML Investors Services, LLC | 0.01% | Reduce -8.4% | 113,418 | $4.6M |
| Talon Private Wealth, LLC | 0.61% | — | 113,303 | $4.6M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.8% | 113,287 | $4.6M |
| Surience Private Wealth LLC | 4.81% | New | 109,826 | $4.5M |
| Legacy Private Trust Co. | 0.27% | Reduce -3.3% | 108,241 | $4.4M |
| Ayalon Insurance Comp Ltd. | 0.90% | No change | 107,879 | $4.4M |
| True Freedom Investing, LLC | 0.33% | Add +21.0% | 106,376 | $4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +244.6% | 104,766 | $4.3M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.85% | No change | 104,758 | $4.3M |
| Swan Global Investments, LLC | 0.23% | Reduce -23.1% | 104,403 | $4.3M |
| Pinkerton Wealth, LLC | 0.39% | Reduce -3.2% | 105,424 | $4.3M |
| CAP Partners, LLC | 2.40% | Add +6.8% | 103,924 | $4.2M |
| Western Wealth Management, LLC | 0.16% | Add +12.6% | 102,797 | $4.2M |
| Nelson Capital Management, LLC | 0.51% | Add +0.8% | 102,602 | $4.2M |
| Citizens Financial Group Inc. | 0.06% | Reduce -2.3% | 102,373 | $4.2M |
| Norris Financial Group, LLC | 1.36% | New | 101,930 | $4.2M |
| Simon Quick Advisors, LLC | 0.19% | Add +14.2% | 101,379 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -25.9% | 100,243 | $4.1M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -7.7% | 98,436 | $4.0M |
| Rothschild Capital Partners, LLC | 0.97% | Reduce -6.0% | 96,864 | $4.0M |
| Jane Street Group, LLC | 0.00% | New | 94,208 | $3.8M |
| Arch Global Advisors, LLC | 2.00% | — | 94,079 | $3.8M |
| Barclays PLC | 0.00% | Reduce -61.8% | 93,591 | $3.8M |
| Vickerman Investment Advisors, Inc. | 0.80% | Add +6.5% | 93,273 | $3.8M |
| Fortis Group Advisors, LLC | 0.61% | Add +1.0% | 82,432 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +48.3% | 89,593 | $3.7M |
| Baker Avenue Asset Management, LP | 0.08% | Add +5.4% | 89,366 | $3.6M |
| Northern Trust Corp. | 0.00% | Reduce -14.9% | 87,262 | $3.6M |
| PSI Advisors, LLC | 0.85% | Reduce -19.6% | 86,088 | $3.5M |
| BlackRock, Inc. | 0.00% | Add +48.3% | 85,055 | $3.5M |
| Foster & Motley Inc. | 0.18% | Reduce -1.5% | 84,140 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +13.0% | 85,217 | $3.4M |
| Virtu Financial LLC | 0.14% | Add +264.7% | 83,201 | $3.4M |
| American National Bank & Trust | 0.32% | Reduce -12.9% | 82,517 | $3.4M |
| Park Avenue Securities LLC | 0.03% | Add +2.9% | 81,355 | $3.3M |
| Fifth Third Bancorp | 0.01% | Add +104.8% | 81,004 | $3.3M |
| Altura Wealth Advisors Inc. | 1.42% | Reduce -24.5% | 79,533 | $3.2M |
| Chesley Taft & Associates LLC | 0.13% | Add +1.6% | 78,046 | $3.2M |
| IMC-Chicago, LLC | 0.05% | Add +53.1% | 77,263 | $3.2M |
| Waller Financial Planning Group, Inc. | 0.69% | Reduce -41.8% | 76,232 | $3.1M |
| 1ST Source Bank | 0.16% | Reduce -6.5% | 75,551 | $3.1M |
| Forbes J M & Co. LLP | 0.26% | No change | 74,904 | $3.1M |
| Bar Harbor Wealth Management | 0.18% | Reduce -0.3% | 74,889 | $3.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.83% | Reduce -0.6% | 74,849 | $3.1M |
| Cardiff Park Advisors, LLC | 0.24% | No change | 74,591 | $3.0M |
| Creative Financial Designs Inc. | 0.18% | Add +2.6% | 74,236 | $3.0M |
| Horizon Financial Services, LLC | 1.33% | Reduce -2.4% | 73,934 | $3.0M |
| Point72 Asset Management | 0.01% | New | 70,759 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.1% | 70,711 | $2.9M |
| Spahn Wealth & Retirement LLC | 3.57% | New | 68,737 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.5% | 66,723 | $2.7M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -2.5% | 66,624 | $2.7M |
| Benjamin Edwards Inc. | 0.03% | Add +144.0% | 66,415 | $2.7M |
| Atlanta Consulting Group Advisors, LLC | 0.58% | Add +33.0% | 65,864 | $2.7M |
| Paladin Advisory Group, LLC | 2.02% | Reduce -1.3% | 65,108 | $2.7M |
| Concentric Capital Strategies, LP | 0.23% | New | 64,749 | $2.6M |
| M&T Bank Corp | 0.01% | Reduce -4.9% | 64,386 | $2.6M |
| Compass Wealth Management, LLC | 1.12% | Add +9.7% | 63,994 | $2.6M |
| Bank of Montreal | 0.00% | Add +16.2% | 63,936 | $2.6M |
| J. Team Financial, Inc. | 2.90% | Reduce -3.2% | 63,315 | $2.6M |
| RPg Family Wealth Advisory, LLC | 0.54% | New | 63,016 | $2.6M |
| Risk Paradigm Group, LLC | 2.19% | New | 62,909 | $2.6M |
| Spire Wealth Management | 0.09% | Reduce -11.5% | 61,420 | $2.5M |
| NBT Bank, N.A. | 0.16% | Add +1.6% | 61,181 | $2.5M |
| State Street Corp. | 0.00% | Add +72.8% | 61,005 | $2.5M |
| Prospera Financial Services Inc | 0.04% | Reduce -0.9% | 60,673 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +49.4% | 59,566 | $2.4M |
| Hills Bank & Trust Co | 0.12% | Add +77.2% | 59,516 | $2.4M |
| Cordatus Wealth Management LLC | 0.56% | Reduce -1.1% | 58,074 | $2.4M |
| Empirical Asset Management, LLC | 0.62% | Add +5.0% | 57,489 | $2.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -86.1% | 57,381 | $2.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.9% | 57,175 | $2.3M |
| AAFMAA Wealth Management & Trust LLC | 0.88% | Add +81.0% | 55,753 | $2.3M |
| LightSquare Wealth Management, LLC | 1.68% | — | 54,993 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +24.3% | 54,033 | $2.2M |
| Triangle Securities Wealth Management | 0.50% | Add +4.5% | 53,931 | $2.2M |
| Harbour Investments, Inc. | 0.03% | Add +235.7% | 53,818 | $2.2M |
| Fragasso Financial Advisors Inc | 0.13% | Add +3.1% | 52,333 | $2.2M |
| Manske Wealth Management | 0.61% | Add +0.1% | 53,482 | $2.2M |
| WBH Advisory Inc. | 0.16% | Add +1.6% | 53,311 | $2.2M |
| Banco Santander, S.A. | 0.02% | Add +95.1% | 53,420 | $2.2M |
| Stephens Inc. | 0.03% | Add +1.4% | 52,912 | $2.2M |
| HighPoint Advisor Group LLC | 0.09% | Add +2.6% | 52,109 | $2.1M |
| Premier Private Wealth Management LLC | 2.24% | Reduce -29.0% | 52,027 | $2.1M |
| CX Institutional | 0.06% | Add +16.8% | 51,572 | $2.1M |
| Trek Financial, LLC | 0.11% | Add +3.0% | 50,237 | $2.1M |
| Two Sigma Securities, LLC | 0.24% | New | 50,226 | $2.1M |
| Horizons Wealth Management | 1.36% | Reduce -1.3% | 50,096 | $2.0M |
| Dakota Wealth Management | 0.04% | Add +4.2% | 49,255 | $2.0M |
| Redwood Financial Network Corp | 1.25% | Reduce -5.4% | 46,631 | $1.9M |
| Krilogy Financial LLC | 0.06% | Add +7.8% | 42,323 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -18.2% | 45,394 | $1.9M |
| Horizon Investments, LLC | 0.02% | Add +132.1% | 44,362 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -16.2% | 44,272 | $1.8M |
| Centennial Bank | 0.65% | Add +2.2% | 44,127 | $1.8M |
| Cullen Capital Management, LLC | 0.02% | Reduce -94.6% | 43,962 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -17.3% | 43,928 | $1.8M |
| Ballast Advisors LLC | 0.52% | Add +6.6% | 43,705 | $1.8M |
| Sound Income Strategies, LLC | 0.09% | Reduce -3.9% | 43,502 | $1.8M |
| Scotia Capital Inc. | 0.01% | Add +290.0% | 43,075 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -27.9% | 42,901 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +12.4% | 42,265 | $1.7M |
| Wealth Alliance Advisory Group, LLC | 0.27% | Add +13.6% | 42,208 | $1.7M |
| Winthrop Capital Management, LLC | 0.43% | Reduce -8.8% | 41,062 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +389.8% | 40,685 | $1.7M |
| Readystate Asset Management LP | 0.17% | New | 40,577 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -5.0% | 40,497 | $1.7M |
| US Bancorp \de | 0.00% | Add +0.4% | 40,342 | $1.6M |
| Provident Co of the Employees of the Hebrew University LTD | 2.59% | Reduce -13.1% | 40,192 | $1.6M |
| Castle Wealth Management LLC | 0.53% | Reduce -6.4% | 40,035 | $1.6M |
| RFG Advisory, LLC | 0.03% | Reduce -8.0% | 39,990 | $1.6M |
| Premier Path Wealth Partners, LLC | 0.21% | Reduce -13.8% | 39,948 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Add +20.3% | 39,855 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +264.0% | 39,179 | $1.6M |
| LexAurum Advisors, LLC | 0.21% | — | 39,117 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -46.5% | 38,992 | $1.6M |
| LifeGoal Investments, LLC | 0.90% | New | 38,311 | $1.6M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -53.7% | 37,654 | $1.5M |
| Oath Planning, LLC | 1.36% | Add +15.7% | 37,399 | $1.5M |
| Pacific Sun Financial Corp | 0.74% | Add +7.3% | 37,254 | $1.5M |
| Novare Capital Management LLC | 0.12% | Add +19.7% | 36,874 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.5% | 36,863 | $1.5M |
| Zuckerman Investment Group, LLC | 0.14% | Add +2.1% | 36,709 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -22.7% | 36,605 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.16% | New | 36,128 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -1.3% | 36,011 | $1.5M |
| Orange Investment Advisors, Inc. | 0.19% | Add +4.4% | 35,994 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +71.0% | 35,876 | $1.5M |
| Bailard, Inc. | 0.03% | Reduce -29.2% | 35,568 | $1.5M |
| SMI Advisory Services, LLC | 0.24% | New | 34,341 | $1.4M |
| Foronjy Financial LLC | 0.60% | Add +6.5% | 35,083 | $1.4M |
| Trust Co. of Oklahoma | 0.41% | Add +8.2% | 34,741 | $1.4M |
| Scott Capital Advisors, LLC | 0.29% | Add +1.3% | 32,897 | $1.4M |
| Cornerstone Planning Group LLC | 0.19% | Reduce -3.1% | 31,719 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.9% | 33,745 | $1.4M |
| Chemung Canal Trust Co. | 0.28% | Reduce -9.0% | 33,619 | $1.4M |
| Thayer Partners, LLC / MA | 0.64% | Add +5.5% | 33,125 | $1.4M |
| Clearview Wealth Management LLC | 0.95% | — | 33,032 | $1.3M |
| Global Trust Wealth Management LLC | 1.02% | Add +57.4% | 32,997 | $1.3M |
| Urban Financial Advisory Corp | 0.47% | Add +15.2% | 32,878 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.6% | 32,769 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +93.0% | 32,633 | $1.3M |
| One Wealth Map LLC | 0.65% | Add +1.1% | 29,963 | $1.3M |
| Betterment LLC | 0.00% | Add +42.1% | 32,236 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.52% | Reduce -1.6% | 32,092 | $1.3M |
| Beacon Bank & Trust | 0.27% | Reduce -15.8% | 32,072 | $1.3M |
| Ranch Capital Advisors Inc. | 0.48% | Add +3.9% | 31,845 | $1.3M |
| XTX Topco Ltd | 0.02% | Add +103.9% | 31,307 | $1.3M |
| LYNX Capital Group Ltd. | 0.59% | No change | 31,300 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.15% | Reduce -1.9% | 31,161 | $1.3M |
| Blair William & Co. | 0.00% | Add +26.9% | 31,048 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -1.7% | 31,022 | $1.3M |
| Simmons Bank | 0.08% | Add +10.9% | 31,003 | $1.3M |
| Old National Bancorp | 0.02% | Reduce -10.1% | 30,790 | $1.3M |
| Hudson Oak Wealth Advisory LLC | 1.08% | Add +12.8% | 30,551 | $1.2M |
| Powerhouse Assets LLC | 1.08% | Add +0.5% | 30,527 | $1.2M |
| Ignite Planners, LLC | 0.19% | Reduce -2.3% | 30,417 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -4.2% | 30,196 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +8.6% | 29,887 | $1.2M |
| Fiduciary Group, LLC | 0.10% | Add +7.2% | 29,865 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +20.4% | 29,769 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +8.8% | 29,312 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.56% | Add +8.6% | 29,112 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -47.7% | 28,277 | $1.2M |
| Zullo Investment Group, Inc. | 0.44% | Add +8.5% | 28,119 | $1.1M |
| Sherry Group, Inc. | 1.24% | Reduce -0.2% | 27,886 | $1.1M |
| Sierra Summit Advisors LLC | 0.17% | Add +53.1% | 27,846 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Reduce -81.3% | 27,658 | $1.1M |
| Tanglewood Wealth Management, Inc. | 0.09% | New | 27,682 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +15.3% | 27,491 | $1.1M |
| AQR Capital Management | 0.00% | Add +139.0% | 27,038 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.9% | 26,851 | $1.1M |
| Blue Chip Partners, LLC | 0.08% | Reduce -83.5% | 26,540 | $1.1M |
| Capital Advisors Wealth Management, LLC | 0.14% | Reduce -1.8% | 26,275 | $1.1M |
| Associated Banc-Corp | 0.03% | Add +4.6% | 26,128 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -56.2% | 25,758 | $1.1M |
| Cooksen Wealth, LLC | 0.76% | Add +2.5% | 25,541 | $1.0M |
| AlphaCore Capital LLC | 0.02% | Reduce -16.7% | 25,495 | $1.0M |
| PeakShares LLC | 0.95% | Add +3.2% | 25,362 | $1.0M |
| Innealta Capital, LLC | 0.64% | No change | 25,356 | $1.0M |
| First Trust Advisors LP | 0.00% | Add +1.2% | 25,331 | $1.0M |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.5% | 25,250 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Reduce -8.4% | 25,044 | $1.0M |
| Ritholtz Wealth Management | 0.02% | New | 24,174 | $987K |
| 3EDGE Asset Management, LP | 0.05% | Add +28.8% | 24,461 | $985K |
| Silvia McColl Wealth Management, LLC | 0.64% | Add +3.3% | 23,864 | $974K |
| Founders Financial Securities LLC | 0.05% | Add +3.6% | 22,762 | $973K |
| Corsicana & Co. | 0.61% | Add +1.0% | 23,190 | $971K |
| CoreCap Advisors, LLC | 0.03% | Reduce -1.8% | 23,245 | $949K |
| Impact Investors, Inc | 0.66% | Add +25.6% | 23,202 | $947K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -5.2% | 22,960 | $937K |
| Magnus Financial Group LLC | 0.08% | Reduce -3.3% | 22,888 | $935K |
| Cresset Asset Management, LLC | 0.00% | Add +3.3% | 22,456 | $917K |
| Capstone Investment Advisors, LLC | 0.01% | Add +225.7% | 22,315 | $911K |
| Lido Advisors, LLC | 0.00% | Reduce -51.0% | 22,016 | $899K |
| CSS LLC | 0.14% | Reduce -33.2% | 21,900 | $894K |
| Wealth Advisors of Tampa Bay, LLC | 0.29% | Reduce -1.6% | 21,838 | $892K |
| Luminist Capital LLC | 1.19% | Add +9.8% | 21,827 | $891K |
| Texas Yale Capital Corp. | 0.02% | Add +7.5% | 21,500 | $878K |
| Coral Wealth Management, LLC | 0.98% | — | 21,385 | $873K |
| Copia Wealth Management | 0.60% | Reduce -24.2% | 21,228 | $867K |
| Advisory Resource Group | 0.15% | Add +4.8% | 21,159 | $864K |
| Winter & Associates, Inc. | 0.75% | Reduce -12.7% | 20,404 | $852K |
| &partners | 0.00% | Reduce -73.3% | 20,714 | $846K |
| Lake Street Private Wealth, LLC | 0.11% | Add +0.6% | 20,714 | $846K |
| Hilltop Holdings Inc. | 0.08% | Add +63.3% | 20,627 | $842K |
| Kaizen Financial Strategies | 0.35% | Reduce -13.6% | 18,934 | $829K |
| Fourth Dimension Wealth, LLC | 0.31% | Add +2.7% | 19,727 | $805K |
| CENTRAL TRUST Co | 0.02% | Add +10.5% | 19,616 | $801K |
| Blueprint Investment Partners LLC | 0.08% | New | 19,603 | $800K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 19,482 | $795K |
| Martin & Co. Inc. | 0.13% | Add +4.2% | 19,213 | $784K |
| Orrstown Financial Services Inc. | 0.13% | Reduce -0.3% | 18,977 | $775K |
| Blueprint Financial Advisors LLC | 0.11% | New | 18,824 | $769K |
| Talisman Wealth Advisors LLC | 0.62% | Reduce -17.2% | 18,795 | $767K |
| FIL Ltd | 0.00% | Reduce -6.3% | 18,759 | $766K |
| Personal Cfo Solutions, LLC | 0.11% | Add +8.4% | 18,745 | $765K |
| 10Elms LLP | 0.53% | Add +87.4% | 19,642 | $762K |
| Jackson Hole Capital Partners, LLC | 0.12% | Add +0.1% | 18,396 | $751K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -10.0% | 18,374 | $750K |
| Summit Financial, LLC | 0.01% | Add +29.1% | 18,362 | $750K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +113.9% | 18,356 | $749K |
| United Capital Financial Advisors, LLC | 0.00% | Add +43.5% | 18,321 | $748K |
| United Bank | 0.25% | Reduce -79.6% | 18,312 | $748K |
| 1900 Wealth Management LLC | 0.05% | Add +2.0% | 18,288 | $747K |
| AMG National Trust Bank | 0.02% | Add +26.3% | 18,112 | $739K |
| Private Wealth Advisors, LLC | 0.21% | Reduce -60.5% | 18,052 | $737K |
| Carret Asset Management, LLC | 0.07% | Reduce -1.1% | 18,013 | $735K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -2.2% | 17,906 | $731K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 17,801 | $727K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +2.5% | 17,844 | $726K |
| Go Invest LLC | 0.21% | Add +32.1% | 17,755 | $725K |
| DRW Securities, LLC | 0.04% | New | 17,630 | $720K |
| Banque Cantonale Vaudoise | 0.03% | Add +3831.5% | 17,613 | $719K |
| Weinberger Asset Management, Inc | 0.27% | Add +1.0% | 17,364 | $709K |
| Park National Corp. | 0.02% | New | 17,320 | $707K |
| FMR LLC | 0.00% | Add +17.5% | 17,188 | $702K |
| Peoples Bank | 0.70% | Add +1.2% | 17,080 | $697K |
| Integrated Wealth Concepts LLC | 0.01% | Add +50.1% | 16,811 | $686K |
| Markin Asset Management, LP | 0.73% | Add +49.1% | 16,395 | $669K |
| Asset Management One Co., Ltd. | 0.00% | New | 16,375 | $669K |
| Creekside Partners | 0.27% | Reduce -3.7% | 16,326 | $667K |
| Cascade Financial Partners, LLC | 0.07% | Add +6.4% | 16,257 | $664K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | No change | 16,000 | $653K |
| Trust Co | 0.06% | Reduce -7.0% | 15,881 | $648K |
| Chesapeake Wealth Management | 0.20% | Reduce -15.6% | 15,862 | $648K |
| Sigma Planning Corp | 0.02% | Reduce -0.3% | 15,843 | $647K |
| Integrated Advisors Network LLC | 0.03% | Add +3.9% | 15,841 | $647K |
| Patten & Patten Inc. | 0.04% | Reduce -1.9% | 15,799 | $645K |
| James Investment Research, Inc. | 0.07% | Reduce -8.6% | 15,735 | $642K |
| Asset Allocation Strategies LLC | 0.11% | Reduce -3.0% | 15,727 | $642K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -57.7% | 15,736 | $640K |
| Boltwood Capital Management | 0.16% | Reduce -0.4% | 15,602 | $637K |
| Liberty Square Wealth Partners LLC | 0.18% | Reduce -4.6% | 15,554 | $635K |
| Valmark Advisers, Inc. | 0.01% | Add +3.5% | 15,493 | $633K |
| Glenmede Trust Co. NA | 0.00% | Add +0.2% | 15,423 | $630K |
| Cornerstone National Bank & Trust Co | 0.23% | Add +2.3% | 15,372 | $629K |
| Maridea Wealth Management LLC | 0.09% | Reduce -0.6% | 15,403 | $629K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.6% | 15,359 | $627K |
| Burford Brothers, Inc. | 0.25% | Add +2.1% | 15,196 | $620K |
| Means Investment Co., Inc. | 0.05% | Reduce -22.3% | 15,172 | $619K |
| Compound Planning, Inc. | 0.02% | Reduce -82.1% | 15,149 | $619K |
| Capital Analysts, LLC | 0.02% | Add +3.1% | 15,002 | $613K |
| Fairway Wealth LLC | 0.16% | Add +0.3% | 14,835 | $606K |
| Edgestream Partners, L.P. | 0.02% | New | 14,725 | $601K |
| Independence Wealth Advisors, LLC | 0.32% | Reduce -9.9% | 14,572 | $595K |
| Monetary Management Group Inc. | 0.14% | Add +7.5% | 14,368 | $587K |
| Independent Financial Group, LLC | 0.01% | Reduce -24.2% | 14,217 | $580K |
| Conservest Capital Advisors, Inc. | 0.05% | Reduce -46.9% | 14,195 | $580K |
| SageView Advisory Group, LLC | 0.02% | Add +3145.4% | 14,085 | $575K |
| Whittier Trust Co. | 0.01% | No change | 13,645 | $570K |
| Arlington Capital Management, Inc. | 0.32% | New | 13,898 | $567K |
| BCS Wealth Management | 0.12% | Reduce -42.1% | 13,860 | $566K |
| Hirtle & Co., LLC | 0.02% | No change | 13,787 | $563K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -5.3% | 13,759 | $562K |
| Focus Financial Network, Inc. | 0.02% | Reduce -11.5% | 13,341 | $545K |
| Pines Wealth Management, LLC | 0.18% | Add +45.5% | 13,288 | $543K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.8% | 13,209 | $539K |
| Composition Wealth, LLC | 0.01% | Reduce -51.5% | 13,134 | $536K |
| MontVue Capital Management, Inc. | 0.36% | Add +3.0% | 13,112 | $535K |
| Farther Finance Advisors, LLC | 0.01% | Add +147.4% | 13,054 | $535K |
| ES4, LLC | 0.34% | Add +34.3% | 12,930 | $528K |
| Nestegg Advisors, Inc. | 0.46% | Add +0.3% | 12,800 | $523K |
| Berger Financial Group, Inc | 0.03% | Reduce -2.2% | 12,744 | $520K |
| Ascentis Independent Advisors | 0.04% | Add +27.9% | 12,563 | $513K |
| First National Bank of Omaha | 0.02% | Reduce -59.1% | 12,711 | $511K |
| Avior Wealth Management, LLC | 0.01% | Reduce -42.2% | 12,430 | $508K |
| Tandem Wealth Advisors LLC | 0.22% | Add +5.0% | 12,215 | $499K |
| Sequent Planning LLC | 0.12% | Add +19.9% | 12,096 | $494K |
| WESPAC Advisors, LLC | 0.27% | New | 11,982 | $489K |
| Roberts Wealth Advisors, LLC | 0.12% | Add +2.4% | 11,493 | $469K |
| Retirement Planning Co of New England, Inc. | 0.19% | Add +0.4% | 11,478 | $469K |
| Bonfire Financial | 0.35% | Reduce -8.7% | 11,252 | $459K |
| Intergy Private Wealth, LLC | 0.13% | Add +0.0% | 11,128 | $454K |
| Parallax Volatility Advisers, L.P. | 0.03% | New | 10,371 | $454K |
| Vise Technologies, Inc. | 0.01% | No change | 11,250 | $454K |
| Mystic Asset Management, Inc. | 0.10% | Add +0.0% | 10,968 | $448K |
| Dearborn Partners LLC | 0.02% | Add +27.5% | 10,948 | $447K |
| Peak Retirement Planning, Inc. | 0.09% | Reduce -95.7% | 10,946 | $447K |
| Colony Family Offices, LLC | 0.11% | No change | 10,758 | $439K |
| 17 Capital Partners, LLC | 0.23% | New | 10,738 | $438K |
| Okabena Investment Services Inc. | 0.08% | Add +2.3% | 10,710 | $437K |
| Marshall & Sterling Wealth Advisors Inc. | 0.28% | Add +4.8% | 10,587 | $432K |
| Visionary Wealth Advisors | 0.02% | Reduce -15.2% | 10,454 | $427K |
| Blue Fin Capital, Inc. | 0.07% | Add +15.6% | 10,282 | $420K |
| Point Windward Advisors Inc. | 0.21% | Add +6.8% | 10,268 | $419K |
| Private Trust Co. NA | 0.04% | Add +27.2% | 10,154 | $415K |
| Independence Bank of Kentucky | 0.05% | Add +3.6% | 10,078 | $411K |
| Aureus Asset Management, LLC | 0.03% | New | 10,000 | $408K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +26.1% | 9,922 | $405K |
| Credit Industriel Et Commercial | 0.07% | Reduce -75.9% | 9,848 | $402K |
| DT Investment Partners, LLC | 0.03% | Reduce -7.1% | 9,804 | $400K |
| PFG Advisors | 0.02% | Reduce -3.4% | 9,782 | $399K |
| United Asset Strategies, Inc. | 0.03% | Add +3.9% | 9,730 | $397K |
| LongView Wealth Management | 0.10% | Reduce -47.1% | 9,050 | $393K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.2% | 9,595 | $392K |
| HBW Advisory Services LLC | 0.04% | Reduce -0.7% | 9,560 | $390K |
| RCW Management, LLC | 0.40% | Add +1.0% | 9,504 | $388K |
| CWC Advisors, LLC. | 0.18% | Add +15.0% | 9,419 | $385K |
| Marks Group Wealth Management, Inc | 0.04% | No change | 9,406 | $384K |
| M.E. Allison & Co., Inc. | 0.25% | Add +0.8% | 9,390 | $383K |
| GeoWealth Management, LLC | 0.01% | Add +23.4% | 9,378 | $383K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,687 | $379K |
| Kessler Investment Group, LLC | 0.18% | Add +9.1% | 9,245 | $377K |
| Wealth Advisory Solutions, LLC | 0.08% | Reduce -5.9% | 9,134 | $373K |
| Gallacher Capital Management LLC | 0.14% | Reduce -35.8% | 9,104 | $372K |
| TD Capital Management LLC | 0.03% | Add +0.7% | 9,080 | $371K |
| IMZ Advisory Inc | 0.14% | Reduce -31.6% | 9,034 | $369K |
| First National Trust Co | 0.01% | Reduce -4.4% | 9,004 | $368K |
| Harbour Investment Management LLC | 0.20% | Reduce -0.2% | 8,975 | $366K |
| New England Capital Financial Advisors LLC | 0.10% | Add +0.3% | 8,877 | $362K |
| Howe & Rusling Inc. | 0.02% | Add +30.3% | 8,774 | $358K |
| Valued Wealth Advisors LLC | 0.14% | New | 8,735 | $357K |
| Commerce Bank | 0.00% | New | 8,658 | $354K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.7% | 8,559 | $349K |
| Bank of New York Mellon Corp | 0.00% | Reduce -76.9% | 8,544 | $349K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +9.2% | 8,471 | $346K |
| Americana Partners, LLC | 0.01% | No change | 8,432 | $344K |
| Wedbush Securities Inc. | 0.01% | New | 8,344 | $341K |
| Arrow Financial Corp | 0.03% | Reduce -63.0% | 8,294 | $339K |
| Bokf, NA | 0.01% | Add +16.8% | 8,236 | $336K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.7% | 8,232 | $336K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +2.9% | 8,177 | $334K |
| Vident Advisory, LLC | 0.00% | Reduce -25.3% | 8,172 | $334K |
| Ballast Rock Private Wealth LLC | 0.18% | Add +4.2% | 8,121 | $332K |
| PFG Investments, LLC | 0.02% | Add +5.2% | 8,071 | $330K |
| VSM Wealth Advisory, LLC | 0.10% | Add +20.1% | 8,007 | $327K |
| Florida Financial Advisors, LLC | 0.08% | New | 7,926 | $324K |
| RVW Wealth, LLC | 0.03% | No change | 7,846 | $320K |
| Spinnaker Trust | 0.02% | No change | 7,827 | $320K |
| Realta Investment Advisors | 0.11% | Add +20.5% | 7,814 | $319K |
| Calton & Associates, Inc. | 0.05% | Reduce -0.5% | 7,691 | $314K |
| ABLE Financial Group, LLC | 0.06% | New | 7,577 | $309K |
| Nwam LLC | 0.02% | Add +3.7% | 7,573 | $309K |
| IFP Advisors, Inc | 0.01% | Add +6.5% | 7,532 | $308K |
| W.H. Cornerstone Investments Inc. | 0.19% | Reduce -3.7% | 7,526 | $307K |
| Midwest Trust Co | 0.00% | Reduce -0.7% | 7,517 | $307K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 7,485 | $306K |
| Colton Groome Financial Advisors, LLC | 0.09% | Reduce -10.5% | 7,494 | $306K |
| Carlson Financial, Inc. | 0.18% | Reduce -13.4% | 7,480 | $305K |
| Kovack Advisors, Inc. | 0.02% | Reduce -7.4% | 7,456 | $305K |
| Birchcreek Wealth Management, LLC | 0.15% | Add +4.6% | 7,432 | $303K |
| Fortis Capital Advisors, LLC | 0.04% | Add +24.2% | 7,390 | $302K |
| Belpointe Asset Management LLC | 0.01% | Add +24.2% | 7,390 | $302K |
| Bullock Wealth Management Group | 0.15% | Reduce -35.4% | 7,355 | $301K |
| KWB Wealth | 0.03% | No change | 7,384 | $298K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -3.1% | 7,285 | $297K |
| Larson Financial Group LLC | 0.01% | Add +3.9% | 7,275 | $297K |
| Avestar Capital, LLC | 0.02% | No change | 7,187 | $293K |
| Essex LLC | 0.05% | Add +11.6% | 7,172 | $293K |
| Abound Wealth Management | 0.07% | Add +1.0% | 7,172 | $293K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -9.2% | 7,116 | $291K |
| BCO Wealth Management LLC | 0.17% | No change | 7,115 | $291K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -28.3% | 7,070 | $289K |
| Carnegie Investment Counsel | 0.01% | Add +15.8% | 7,048 | $288K |
| Apella Capital, LLC | 0.00% | Add +7.1% | 6,459 | $287K |
| Plimoth Trust Co. LLC | 0.06% | Add +6.4% | 7,012 | $286K |
| International Assets Investment Management, LLC | 0.02% | Add +487.1% | 6,980 | $286K |
| True Vision MN LLC | 0.15% | Add +0.4% | 6,958 | $284K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +49.5% | 6,950 | $284K |
| Flagstar Securities, Inc. | 0.10% | Reduce -9.4% | 6,831 | $279K |
| Dover Advisors, LLC | 0.11% | Add +8.4% | 6,760 | $276K |
| Sanchez Gaunt Capital Management, LLC | 0.17% | — | 6,736 | $275K |
| Sovran Advisors, LLC | 0.02% | Reduce -17.8% | 6,188 | $275K |
| Henshaw Capital LLC | 0.01% | No change | 6,675 | $273K |
| BLB&B Advisors, LLC | 0.01% | Reduce -54.5% | 6,668 | $272K |
| Ally Invest Advisors Inc. | 0.02% | Add +0.3% | 6,649 | $271K |
| HB Wealth Management, LLC | 0.00% | Reduce -5.6% | 6,643 | $271K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -34.4% | 6,640 | $271K |
| Centaurus Financial, Inc. | 0.01% | Add +13.1% | 6,598 | $269K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -63.0% | 6,552 | $268K |
| Andrews Advisory Associates, LLC | 0.14% | New | 6,522 | $266K |
| Innova Wealth Partners | 0.13% | Add +6.4% | 6,517 | $266K |
| HSBC Holdings PLC | 0.00% | Add +21.3% | 6,502 | $266K |
| University of Texas/Texas Am Investment Management Co. | 0.04% | Add +0.4% | 6,458 | $264K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -6.4% | 6,451 | $263K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 6,442 | $263K |
| Cary Street Partners Financial LLC | 0.01% | Add +21.0% | 6,409 | $262K |
| Whalerock Point Partners, LLC | 0.05% | No change | 6,400 | $261K |
| Keystone Wealth Services, LLC | 0.06% | New | 6,393 | $261K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -10.4% | 6,250 | $255K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -35.6% | 6,198 | $253K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.6% | 6,163 | $252K |
| Keel Point, LLC | 0.02% | Add +0.7% | 6,077 | $248K |
| HHM Wealth Advisors, LLC | 0.03% | Add +10.8% | 6,066 | $248K |
| Mgo One Seven LLC | 0.01% | Reduce -0.9% | 6,039 | $247K |
| Madden Advisory Services, Inc. | 0.10% | Reduce -8.3% | 6,039 | $247K |
| Barrett & Company, Inc. | 0.08% | No change | 6,008 | $245K |
| KPP Advisory Services LLC | 0.04% | New | 5,991 | $245K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 5,934 | $242K |
| Caldwell Trust Co | 0.02% | No change | 5,924 | $242K |
| Centennial Wealth Advisory LLC | 0.06% | Add +16.9% | 5,899 | $241K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -80.9% | 5,889 | $240K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,427 | $239K |
| Churchill Financial Advisors, LLC | 0.05% | Reduce -49.5% | 5,848 | $239K |
| Petros Family Wealth, LLC | 0.17% | Add +5.8% | 5,803 | $237K |
| Pacific Center for Financial Services | 0.06% | Reduce -91.0% | 5,743 | $234K |
| WorthPointe, LLC | 0.06% | Reduce -13.4% | 5,714 | $233K |
| Rooted Wealth Advisors, Inc. | 0.06% | No change | 5,221 | $233K |
| Tyche Wealth Partners LLC | 0.04% | Add +0.9% | 5,698 | $233K |
| Verus Capital Partners, LLC | 0.02% | Add +0.4% | 5,686 | $232K |
| Trilogy Capital Inc. | 0.01% | Reduce -3.9% | 5,605 | $229K |
| NorthRock Partners, LLC | 0.00% | Add +1.4% | 5,595 | $228K |
| Community Trust & Investment Co. | 0.01% | Reduce -0.5% | 5,578 | $228K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +0.7% | 5,552 | $227K |
| TFB Advisors LLC | 0.12% | No change | 5,549 | $227K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -12.6% | 5,299 | $221K |
| Sequent Asset Management, LLC | 0.11% | New | 5,419 | $221K |
| DeLarme Wealth Management, Inc. | 0.14% | New | 5,403 | $221K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -5.0% | 5,390 | $220K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | No change | 5,388 | $220K |
| Vilga Financial Planning LLC | 0.20% | Add +1.1% | 5,378 | $220K |
| AdvisorNet Financial, Inc | 0.01% | Add +4.2% | 5,372 | $219K |
| Evernest Financial Advisors, LLC | 0.05% | Reduce -0.7% | 5,036 | $219K |
| First Horizon Corp. | 0.01% | No change | 5,361 | $219K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 5,358 | $219K |
| Prasad Wealth Partners, LLC | 0.06% | Reduce -9.8% | 5,349 | $218K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 5,345 | $218K |
| Insigneo Advisory Services, LLC | 0.02% | Add +5.0% | 5,301 | $216K |
| KFG Wealth Management, LLC | 0.03% | Reduce -96.9% | 5,274 | $215K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 5,210 | $213K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -6.7% | 5,207 | $213K |
| Millington Financial Advisors, LLC | 0.09% | Reduce -1.9% | 4,848 | $211K |
| UMB Bank, n.a. | 0.00% | Add +109.8% | 5,162 | $211K |
| Principal Securities, Inc. | 0.00% | Reduce -8.8% | 5,133 | $210K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -60.7% | 5,070 | $207K |
| Elevated Capital Advisors, LLC | 0.05% | Add +72.5% | 5,060 | $207K |
| Zacks Investment Management | 0.00% | New | 5,025 | $205K |
| StoneX Group Inc. | 0.01% | Reduce -9.5% | 5,007 | $204K |
| Brand Asset Management Group, Inc. | 0.05% | New | 4,950 | $202K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 4,916 | $201K |
| Bessemer Group Inc. | 0.00% | Add +1324.6% | 4,815 | $197K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -67.0% | 4,335 | $177K |
| Tiaa Trust, National Association | 0.01% | Reduce -85.7% | 4,243 | $173K |
| Prestige Wealth Management Group LLC | 0.03% | New | 4,125 | $168K |
| Ancora Advisors LLC | 0.00% | Add +4.1% | 4,090 | $167K |
| Lanark Financial, Inc. | 0.01% | Reduce -11.3% | 4,047 | $165K |
| HM Payson & Co. | 0.00% | New | 4,035 | $165K |
| WealthShield Partners, LLC | 0.02% | Reduce -62.2% | 3,981 | $163K |
| Cranbrook Wealth Management, LLC | 0.03% | Add +15.8% | 3,770 | $154K |
| Atlas Capital Advisors Inc. | 0.02% | Add +3.1% | 3,391 | $138K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -73.8% | 3,350 | $137K |
| Sherman Asset Management, Inc. | 0.12% | No change | 3,075 | $126K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 2,893 | $118K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,715 | $111K |
| Noble Wealth Management PBC | 0.05% | Reduce -16.7% | 2,500 | $102K |
| Flagship Wealth Advisors, LLC | 0.04% | Reduce -5.5% | 2,351 | $97K |
| Destiny Wealth Partners, LLC | 0.01% | New | 2,334 | $95K |
| LRI Investments, LLC | 0.01% | Add +0.5% | 2,321 | $95K |
| Albion Financial Group | 0.01% | Reduce -30.6% | 2,262 | $92K |
| Assetmark, Inc. | 0.00% | Reduce -46.2% | 2,103 | $86K |
| Financial Freedom, LLC | 0.04% | Add +0.4% | 2,053 | $84K |
| First United Bank & Trust | 0.03% | Reduce -22.1% | 2,037 | $83K |
| Front Row Advisors LLC | 0.03% | No change | 2,010 | $82K |
| Peoples Financial Services Corp. | 0.04% | No change | 2,007 | $82K |
| Chilton Capital Management LLC | 0.00% | Reduce -1.5% | 1,998 | $82K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -27.5% | 1,993 | $81K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -63.0% | 1,952 | $80K |
| Dynamic Wealth Strategies, LLC | 0.04% | Add +850.0% | 1,900 | $78K |
| Smartleaf Asset Management LLC | 0.00% | Add +2063.2% | 1,882 | $76K |
| Solstein Capital, LLC | 0.03% | Reduce -65.4% | 1,832 | $75K |
| Arax Advisory Partners | 0.00% | Reduce -7.9% | 1,771 | $72K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -99.8% | 1,770 | $72K |
| Provident Wealth Management, LLC | 0.02% | No change | 1,750 | $71K |
| Westside Investment Management, Inc. | 0.01% | Reduce -22.1% | 1,600 | $67K |
| Security National Bank | 0.01% | No change | 1,587 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | Add +22.9% | 1,580 | $65K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,532 | $63K |
| KM Capital Management Ltd. | 0.04% | New | 1,404 | $62K |
| Root Financial Partners, LLC | 0.00% | Add +14590.0% | 1,469 | $60K |
| Tsfg, LLC | 0.01% | Add +0.3% | 1,456 | $59K |
| Angeles Wealth Management, LLC | 0.00% | Add +783.4% | 1,440 | $59K |
| Mosley Wealth Management | 0.02% | New | 1,289 | $54K |
| Viewpoint Capital Management LLC | 0.02% | Reduce -0.5% | 1,297 | $53K |
| GAMMA Investing LLC | 0.00% | Add +138.2% | 1,267 | $52K |
| Birchwood Financial Partners, Inc. | 0.05% | Add +0.6% | 1,258 | $51K |
| Blue Trust, Inc. | 0.00% | Reduce -15.9% | 1,256 | $51K |
| Pursuit Wealth Strategies, LLC | 0.07% | Add +0.4% | 1,240 | $51K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,209 | $49K |
| Three Bearings Fiduciary Advisors, Inc. | 0.05% | Reduce -8.0% | 1,171 | $48K |
| Exchange Traded Concepts, LLC | 0.00% | Add +1352.5% | 1,162 | $47K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 1,112 | $45K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 1,109 | $45K |
| Bangor Savings Bank | 0.00% | Add +21.6% | 1,081 | $44K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -30.6% | 1,067 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 993 | $41K |
| Pflug Koory, LLC | 0.02% | Add +0.2% | 988 | $40K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.6% | 987 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 979 | $40K |
| Montag A & Associates Inc. | 0.00% | Reduce -52.0% | 954 | $39K |
| Clark Wealth Partners | 0.03% | No change | 939 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 913 | $37K |
| Triumph Capital Management | 0.01% | Add +1.3% | 834 | $34K |
| Curat Global, LLC | 0.03% | No change | 820 | $33K |
| Avion Wealth | 0.01% | Add +0.6% | 833 | $33K |
| Clearstead Advisors, LLC | 0.00% | No change | 762 | $31K |
| Evermay Wealth Management LLC | 0.00% | Add +2.2% | 751 | $31K |
| PlanVest Financial, Inc | 0.02% | — | 736 | $30K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 718 | $29K |
| Byrne Asset Management LLC | 0.02% | No change | 715 | $29K |
| Townsend Asset Management Corp. /NC/ | 0.01% | New | 705 | $29K |
| Trust Co. of Toledo NA | 0.00% | New | 700 | $29K |
| Ankerstar Wealth, LLC | 0.03% | No change | 686 | $28K |
| Signaturefd, LLC | 0.00% | Add +1387.0% | 684 | $28K |
| Webster Bank, N. A. | 0.00% | No change | 677 | $28K |
| IMA Advisory Services, Inc. | 0.00% | No change | 670 | $27K |
| Bayban | 0.02% | No change | 659 | $27K |
| Ameriflex Group, Inc. | 0.01% | No change | 657 | $27K |
| Bollard Group LLC | 0.00% | Add +0.5% | 630 | $26K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 600 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +8.9% | 585 | $24K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +2.1% | 584 | $24K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -64.0% | 581 | $24K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -98.7% | 553 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Add +49.0% | 541 | $22K |
| Deutsche Bank AG | 0.00% | No change | 533 | $22K |
| Addison Advisors LLC | 0.00% | No change | 525 | $21K |
| Smithfield Trust Co | 0.00% | No change | 513 | $21K |
| Eukles Asset Management | 0.01% | Add +43.5% | 511 | $21K |
| Wellington Grp LLC | 0.01% | No change | 503 | $21K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 500 | $20K |
| Parallel Advisors, LLC | 0.00% | Add +66.7% | 460 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 456 | $19K |
| Nvwm, LLC | 0.00% | New | 445 | $18K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | Reduce -0.7% | 434 | $18K |
| Dunhill Financial, LLC | 0.00% | New | 418 | $17K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.5% | 407 | $17K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 397 | $16K |
| Crews Bank & Trust | 0.00% | Reduce -2.5% | 390 | $16K |
| Robinswood Financial LLC | 0.01% | New | 388 | $16K |
| NFSG Corp | 0.00% | Reduce -4.8% | 377 | $15K |
| MidFirst Bank | 0.00% | No change | 371 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 371 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 380 | $15K |
| Biltmore Family Office, LLC | 0.00% | Reduce -40.4% | 338 | $14K |
| Investors Portfolio Services LLC | 0.01% | Add +0.6% | 328 | $13K |
| Missouri Trust & Investment Co | 0.00% | No change | 326 | $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% | No change | 297 | $12K |
| Vision Financial Markets LLC | 0.01% | No change | 285 | $12K |
| Rice Partnership, LLC | 0.00% | No change | 278 | $11K |
| Rossmore Private Capital | 0.00% | No change | 270 | $11K |
| Rakuten Securities, Inc. | 0.00% | Add +27.3% | 266 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 246 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 215 | $9K |
| Millstone Evans Group, LLC | 0.01% | No change | 217 | $9K |
| Financial Perspectives, Inc | 0.00% | Add +1.0% | 211 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 207 | $8K |
| Berbice Capital Management LLC | 0.01% | New | 200 | $8K |
| Activest Wealth Management | 0.00% | Add +63.6% | 180 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 179 | $7K |
| Bare Financial Services, Inc | 0.00% | No change | 169 | $7K |
| Johnson Financial Group, Inc. | 0.00% | New | 166 | $7K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 165 | $7K |
| Founders Financial Alliance, LLC | 0.00% | Add +56.0% | 156 | $6K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 154 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 145 | $6K |
| Nemes Rush Group LLC | 0.00% | Reduce -29.1% | 144 | $6K |
| Toronto Dominion Bank | 0.00% | Add +781.3% | 141 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 136 | $6K |
| Lodestone Wealth Management LLC | 0.00% | No change | 131 | $5K |
| Tidemark, LLC | 0.00% | New | 128 | $5K |
| Granite FO LLC | 0.00% | No change | 125 | $5K |
| Scarborough Advisors, LLC | 0.00% | Add +0.9% | 117 | $5K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 111 | $5K |
| Axiom Investment Management LLC | 0.00% | — | 109 | $4K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -50.0% | 100 | $4K |
| Mather Group, Llc. | 0.00% | New | 100 | $4K |
| City Holding Co. | 0.00% | No change | 100 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 98 | $4K |
| Key Capital Management, INC | 0.00% | New | 98 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | Add +11.5% | 97 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 96 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 89 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 89 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | New | 84 | $3K |
| Breakwater Investment Management | 0.00% | No change | 82 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -75.8% | 78 | $3K |
| Financial Consulate, Inc. | 0.00% | No change | 75 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 72 | $3K |
| Hickory Point Bank & Trust | 0.00% | New | 69 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 67 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 67 | $3K |
| Capital Advisor Network LLC | 0.00% | — | 63 | $3K |
| Nova Wealth Management, Inc. | 0.00% | New | 61 | $2K |
| North Star Investment Management Corp. | 0.00% | Reduce -60.5% | 60 | $2K |
| Rialto Wealth Management, LLC | 0.00% | No change | 59 | $2K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | No change | 58 | $2K |
| Curio Wealth, LLC | 0.00% | Reduce -64.8% | 57 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 53 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 46 | $2K |
| WestEnd Advisors, LLC | 0.00% | No change | 44 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 42 | $2K |
| Daytona Street Capital 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 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 40 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -92.0% | 35 | $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% | No change | 31 | $1K |
| SHP Wealth Management | 0.00% | New | 29 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 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 | $980 |
| Weaver Capital Management LLC | 0.00% | No change | 22 | $899 |
| Archer Investment Corp | 0.00% | No change | 20 | $830 |
| Register Financial Advisors LLC | 0.00% | No change | 18 | $735 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 18 | $735 |
| Family Manage LLC | 0.00% | No change | 14 | $572 |
| St Germain D J Co. Inc. | 0.00% | No change | 11 | $449 |
| Asset Dedication, LLC | 0.00% | New | 8 | $327 |
| MCF Advisors LLC | 0.00% | No change | 8 | $327 |
| Optiver Holding B.V. | 0.00% | Reduce -94.7% | 8 | $327 |
| Davis Capital Management | 0.00% | No change | 6 | $245 |
| Rossby Financial, LCC | 0.00% | No change | 5 | $205 |
| Caitlin John, LLC | 0.00% | Reduce -16.7% | 5 | $204 |
| PMV Capital Advisers, LLC | 0.00% | New | 4 | $163 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $123 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $82 |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 1 | $41 |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 1 | $34 |
| Hantz Financial Services, Inc. | 0.00% | No change | 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.