SS Real Estate Select SectorXLREETF

13F holders, Q2 2026 (June 30)
803holders +45
101new positions
57sold out
6famous investors
$44.03avg. 13F price*

At the end of Q2 2026, 803 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 45 from Q1 2026. 101 opened new positions and 57 sold out. The largest holders were Creative Planning ($2.3B), Morgan Stanley ($475.0M) and Bank of America Corp. ($309.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS Real Estate Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 2026)
CUSIP
81369Y860
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 682Q1 2024Q2 2024: 656Q2 2024Q3 2024: 743Q3 2024Q4 2024: 765Q4 2024Q1 2025: 746Q1 2025Q2 2025: 721Q2 2025Q3 2025: 725Q3 2025Q4 2025: 779Q4 2025Q1 2026: 758Q1 2026Q2 2026: 803Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions101$272.5M
Exits57$270.8M

All 13F filers, Q1 2026 → Q2 2026: 23,263,102 shares bought and 17,100,519 shares sold, net +6,162,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 803 holders

Creative Planning 1.33% Add +8.0% 51,785,146 $2.3B
Morgan Stanley 0.03% Add +47.9% 10,788,663 $475.0M
Bank of America Corp. 0.02% Reduce -2.2% 7,024,401 $309.3M
LPL Financial LLC 0.05% Add +12.5% 4,632,026 $203.9M
Cassaday & Co Wealth Management LLC 2.81% Add +2.1% 3,392,096 $149.4M
American Family Investments, Inc. 2.03% Add +86.5% 2,549,761 $112.3M
UBS Group AG 0.02% Add +5.2% 2,160,973 $95.1M
BNP Paribas Financial Markets 0.05% Add +2309.4% 2,158,678 $95.0M
Vanderbilt University 12.27% New 2,029,067 $89.3M
Wells Fargo & Company 0.01% Reduce -55.6% 1,773,195 $78.1M
Capital Investment Advisors, LLC 0.98% Add +5.1% 1,681,059 $74.0M
Moss Adams Wealth Advisors LLC 4.54% Add +3.9% 1,650,772 $72.7M
Cetera Investment Advisers 0.06% Add +15.0% 1,580,192 $69.6M
Raymond James Financial Inc. 0.02% Add +15.9% 1,371,599 $60.4M
Baird Financial Group, Inc. 0.08% Reduce -0.5% 1,282,055 $56.4M
Victory Capital Management Inc. 0.03% Reduce -3.6% 1,177,612 $51.9M
Phoenix Financial Ltd. 0.32% Reduce -0.0% 1,063,204 $46.8M
Envestnet Asset Management Inc. 0.01% Add +2.8% 1,059,840 $46.7M
Parcion Private Wealth LLC 2.58% Add +0.6% 1,057,053 $46.5M
Ameriprise Financial Inc. 0.01% Reduce -36.3% 1,000,810 $44.1M
PGIM Custom Harvest LLC 0.52% Add +20.9% 947,212 $41.7M
Advisory Alpha, LLC 0.99% Reduce -0.5% 913,389 $40.2M
Peapack Gladstone Financial Corp. 0.39% Add +9.5% 768,635 $33.8M
Thrivent Financial for Lutherans 0.05% Reduce -1.3% 709,705 $31.2M
Royal Bank of Canada 0.01% Reduce -5.1% 680,463 $30.0M
Warwick Investment Management, Inc. 3.30% Add +44.9% 667,825 $29.4M
Factory Mutual Insurance Co. 0.27% No change 659,000 $29.0M
D. E. Shaw & Co. 0.02% Add +1579.8% 614,909 $27.1M
Auto-Owners Insurance Co 0.58% Reduce -23.8% 584,048 $25.7M
HighTower Advisors, LLC 0.02% Add +3.5% 570,721 $25.1M
Janney Montgomery Scott LLC 0.05% Add +5.5% 565,043 $24.9M
University of Illinois Foundation 4.43% New 562,815 $24.8M
Gerber Kawasaki Wealth & Investment Management 0.66% Reduce -4.0% 558,459 $24.6M
Bluespring Wealth Management, LLC 0.45% New 529,816 $23.3M
Dean, Jacobson Financial Services, LLC 12.79% Add +1.1% 527,828 $23.2M
Goldman Sachs Group Inc. 0.00% Add +3.3% 527,413 $23.2M
WCG Wealth Advisors LLC 0.53% Add +6.8% 508,036 $22.4M
Mariner, LLC 0.02% Add +1.9% 503,400 $22.2M
Meitav Investment House Ltd. 0.13% No change 448,499 $19.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +3.7% 428,008 $19.0M
Ameritas Advisory Services, LLC 0.37% Add +43.3% 419,820 $18.5M
Savant Capital, LLC 0.05% Add +1015.4% 401,671 $17.8M
Prentice Wealth Management LLC 3.54% Add +2.4% 389,903 $17.2M
Capital Wealth Management, LLC 4.10% Add +6.8% 387,611 $17.1M
Peak Retirement Planning, Inc. 2.70% Add +3433.4% 386,766 $17.0M
Osaic Holdings, Inc. 0.02% Add +86.0% 383,127 $16.9M
Stonebridge Capital Advisors LLC 1.07% Add +0.8% 381,438 $16.8M
Kingsview Wealth Management, LLC 0.20% Reduce -0.6% 373,394 $16.4M
Stifel Financial Corp. 0.01% Add +6.8% 368,034 $16.2M
Country Trust Bank 0.28% Reduce -10.8% 359,583 $15.8M
Barclays PLC 0.00% Add +279.6% 355,294 $15.6M
Ballentine Partners, LLC 0.19% Reduce -0.1% 350,789 $15.4M
AE Wealth Management LLC 0.07% Add +5.0% 347,324 $15.3M
Hudock, Inc. 1.89% Add +0.4% 335,466 $14.8M
Freestone Capital Holdings, LLC 0.36% Add +14.3% 315,720 $13.9M
MAI Capital Management 0.05% Add +1.8% 308,387 $13.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.55% No change 303,152 $13.3M
Allworth Financial LP 0.06% Reduce -8.4% 303,071 $13.3M
Trust Asset Management LLC 0.81% Add +3.0% 293,871 $12.9M
Equitable Holdings, Inc. 0.08% Add +155.6% 289,591 $12.8M
JPMorgan Chase & Co. 0.00% Reduce -95.2% 278,887 $12.5M
Waverly Advisors, LLC 0.07% Add +90.2% 276,975 $12.2M
Agf Management Ltd. 0.05% Reduce -0.4% 276,187 $12.2M
Quadrature Capital Ltd 0.10% New 262,572 $11.6M
Citigroup Inc. 0.01% Reduce -38.4% 262,168 $11.5M
Brio Consultants, LLC 1.27% Add +2.3% 245,437 $10.8M
American Financial Advisors, LLC 1.28% Add +1.0% 241,154 $10.6M
Amica Mutual Insurance Co. 0.88% Reduce -4.3% 241,112 $10.6M
Proffitt & Goodson Inc. 1.44% Add +2.4% 237,740 $10.5M
Transamerica Financial Advisors, LLC 0.85% Add +1.6% 229,076 $10.1M
IHT Wealth Management, LLC 0.21% Add +27.5% 223,893 $9.9M
Cinctive Capital Management LP 0.38% New 215,433 $9.5M
Rockefeller Capital Management L.P. 0.01% Add +3.8% 214,607 $9.4M
Foguth Wealth Management, LLC. 1.04% Add +23.7% 201,811 $9.1M
Renaissance Technologies 0.01% New 205,200 $9.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +19.0% 201,060 $8.9M
PNC Financial Services Group, Inc. 0.00% Add +0.3% 195,059 $8.6M
Tudor Investment Corporation 0.04% New 194,773 $8.6M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -13.8% 194,306 $8.6M
Solano Wealth Investment Advisors LLC 3.83% Reduce -0.6% 190,902 $8.4M
Keybank National Association 0.03% Reduce -0.2% 186,046 $8.2M
Thor Trading Advisors, LLC 2.54% New 183,644 $8.1M
Commonwealth Equity Services, LLC 0.01% Reduce -22.7% 181,018 $8.0M
Viaable, LLC 6.51% — 177,585 $7.8M
GenTrust, LLC 0.30% Add +2.4% 178,150 $7.8M
D.A. Davidson & Co. 0.04% Reduce -2.4% 177,213 $7.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.03% Add +881.1% 174,639 $7.7M
StrongBox Wealth, LLC 2.12% Add +0.7% 169,102 $7.4M
Mercer Global Advisors Inc. 0.01% Reduce -9.5% 162,575 $7.2M
Aspect Partners, LLC 2.67% Add +11.9% 162,495 $7.2M
First Interstate Bank 0.37% Reduce -3.0% 159,445 $7.0M
Talon Private Wealth, LLC 0.81% Add +39.5% 158,000 $7.0M
LCW Services, LLC 3.03% Add +4.6% 157,792 $6.9M
Ball & Co Wealth Management Inc. 4.90% New 156,849 $6.9M
SageView Advisory Group, LLC 0.22% Add +1000.2% 154,963 $6.8M
Brookstone Capital Management 0.07% Add +18.0% 153,634 $6.8M
Prudential Financial Inc. 0.01% Reduce -50.1% 153,251 $6.7M
Jacobi Capital Management LLC 0.32% Add +13.0% 150,815 $6.6M
Cerity Partners LLC 0.01% Reduce -0.8% 149,725 $6.6M
Rwa Wealth Partners, LLC 0.06% New 149,558 $6.6M
Armstrong Advisory Group, Inc. 0.39% Add +1.4% 145,903 $6.4M
Summit Securities Group LLC 1.24% New 145,498 $6.4M
Cedar Point Capital Partners, LLC 3.65% Add +1.5% 144,098 $6.3M
KCM Investment Advisors LLC 0.19% Add +7.4% 143,158 $6.3M
MML Investors Services, LLC 0.01% Add +26.2% 143,098 $6.3M
Econ Financial Services Corp 2.93% Add +2.7% 142,610 $6.3M
Citizens Financial Group Inc. 0.07% Add +34.9% 138,106 $6.1M
Certified Advisory Corp 0.49% Add +10.6% 136,852 $6.0M
Evergreen Capital Management LLC 0.11% Add +0.6% 136,618 $6.0M
Arkansas Financial Group, Inc. 0.78% Add +3.3% 135,858 $6.0M
Sanctuary Advisors, LLC 0.03% Add +3.7% 135,413 $6.0M
Corient Private Wealth LP 0.01% Reduce -18.6% 134,635 $5.9M
Western Wealth Management, LLC 0.19% Add +29.9% 133,532 $5.9M
Qube Research & Technologies Ltd 0.01% New 129,630 $5.7M
FLC Capital Advisors 0.93% Add +6.1% 128,638 $5.7M
Stadion Money Management, LLC 0.48% Reduce -4.6% 127,634 $5.6M
American National Bank of Texas 5.12% Reduce -0.6% 127,341 $5.6M
EP Wealth Advisors, LLC 0.02% Reduce -1.1% 127,070 $5.6M
Fortis Group Advisors, LLC 0.89% Add +53.9% 126,841 $5.6M
Invenio Wealth Partners LLC 1.99% Add +2.3% 126,416 $5.6M
Choreo, LLC 0.06% Reduce -4.7% 125,974 $5.5M
SG Americas Securities, LLC 0.00% Add +112.7% 122,024 $5.4M
Beacon Pointe Advisors, LLC 0.02% Add +5.1% 120,513 $5.3M
Estate Counselors, LLC 0.46% New 120,268 $5.3M
Jones Financial Companies LLLP 0.00% Add +36.1% 115,978 $5.2M
CacheTech Inc. 0.84% Reduce -0.8% 118,177 $5.2M
Algorithmic Investment Models, LLC 6.01% Reduce -10.3% 117,994 $5.2M
Horizon Wealth Management, LLC 0.66% New 117,343 $5.2M
MCF Advisors LLC 0.18% Add +1459000.0% 116,728 $5.1M
Rothschild Capital Partners, LLC 1.10% Add +19.3% 115,531 $5.1M
First Merchants Corp. 0.18% Reduce -2.3% 115,020 $5.1M
Adams Wealth Management 0.94% Reduce -2.5% 111,357 $4.9M
JFS Wealth Advisors, LLC 0.24% Reduce -2.9% 111,322 $4.9M
BlackRock, Inc. 0.00% Add +30.1% 110,630 $4.9M
Legacy Private Trust Co. 0.26% Reduce -1.7% 106,377 $4.7M
Norris Financial Group, LLC 1.85% Add +3.8% 105,790 $4.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.57% No change 104,758 $4.6M
Swan Global Investments, LLC 0.21% Add +0.2% 104,653 $4.6M
Millennium Management 0.00% New 102,524 $4.5M
Surience Private Wealth LLC 3.96% Reduce -6.9% 102,287 $4.5M
Pinkerton Wealth, LLC 0.38% Add +3.6% 109,269 $4.5M
Simon Quick Advisors, LLC 0.18% Reduce -0.1% 101,254 $4.5M
Capital Advisors Wealth Management, LLC 0.51% Add +276.5% 98,922 $4.4M
Ayalon Insurance Comp Ltd. 0.53% Reduce -8.4% 98,780 $4.3M
Nelson Capital Management, LLC 0.47% Reduce -5.1% 97,351 $4.3M
Gladstone Institutional Advisory LLC 0.13% Reduce -3.2% 95,275 $4.2M
True Freedom Investing, LLC 0.32% Reduce -4.8% 101,235 $4.1M
Assetmark, Inc. 0.01% Add +4335.6% 93,280 $4.1M
Northern Trust Corp. 0.00% Add +6.0% 92,473 $4.1M
Baker Avenue Asset Management, LP 0.07% Reduce -1.0% 88,444 $3.9M
CreativeOne Wealth, LLC 0.08% Add +210.8% 87,895 $3.9M
Creative Financial Designs Inc. 0.18% Add +18.3% 87,827 $3.9M
Penserra Capital Management LLC 0.03% New 85,551 $3.8M
Altura Wealth Advisors Inc. 1.25% Add +6.2% 84,441 $3.7M
Park Avenue Securities LLC 0.02% Add +3.3% 84,015 $3.7M
Urban Financial Advisory Corp 1.01% Add +152.9% 83,164 $3.7M
Vickerman Investment Advisors, Inc. 0.71% Reduce -10.9% 83,091 $3.7M
Private Advisor Group, LLC 0.02% Reduce -37.6% 83,033 $3.7M
Foster & Motley Inc. 0.16% Reduce -3.4% 81,266 $3.6M
Oppenheimer & Co. Inc. 0.04% Add +199.8% 80,487 $3.5M
Benjamin Edwards Inc. 0.03% Add +20.0% 79,693 $3.5M
Chesley Taft & Associates LLC 0.14% Add +1.1% 78,931 $3.5M
American National Bank & Trust 0.29% Reduce -5.8% 77,754 $3.4M
1ST Source Bank 0.15% Add +2.6% 77,482 $3.4M
PSI Advisors, LLC 0.79% Reduce -10.1% 77,415 $3.4M
Horizon Financial Services, LLC 1.30% Add +4.5% 77,221 $3.4M
Concentric Capital Strategies, LP 0.21% Add +18.9% 77,019 $3.4M
Captrust Financial Advisors 0.01% Add +93.6% 75,838 $3.3M
Cardiff Park Advisors, LLC 0.26% Add +1.5% 75,694 $3.3M
Farmers & Merchants Trust Co of Chambersburg PA 0.84% Add +0.6% 75,289 $3.3M
Forbes J M & Co. LLP 0.26% No change 74,904 $3.3M
Geneos Wealth Management Inc. 0.07% Add +193.7% 74,160 $3.3M
Ashton Thomas Private Wealth, LLC 0.07% Add +106.5% 74,069 $3.3M
Fifth Third Bancorp 0.01% Reduce -8.9% 73,773 $3.2M
Atlanta Consulting Group Advisors, LLC 0.51% Add +10.4% 72,733 $3.2M
Scotia Capital Inc. 0.01% Add +68.5% 72,565 $3.2M
Bar Harbor Wealth Management 0.17% Reduce -3.4% 72,357 $3.2M
Pathstone Holdings, LLC 0.01% Add +0.6% 71,114 $3.1M
Foundations Investment Advisors, LLC 0.03% Add +1053.1% 71,063 $3.1M
RPg Family Wealth Advisory, LLC 0.51% Add +10.9% 69,863 $3.1M
Risk Paradigm Group, LLC 2.41% Add +10.7% 69,664 $3.1M
NewEdge Advisors, LLC 0.01% Add +4.3% 69,586 $3.1M
Bellwether Advisors, LLC 0.45% New 68,904 $3.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +106.2% 67,280 $3.0M
J. Team Financial, Inc. 2.85% Add +5.4% 66,731 $2.9M
Focus Partners Wealth 0.00% Add +50.5% 66,615 $2.9M
Empirical Asset Management, LLC 0.66% Add +15.6% 66,438 $2.9M
Pinnacle Financial Partners, Inc. 0.02% Reduce -1.3% 65,737 $2.9M
Bank of Montreal 0.00% Add +2.7% 65,647 $2.9M
Paladin Advisory Group, LLC 1.92% Add +0.7% 65,530 $2.9M
Compass Wealth Management, LLC 1.15% Add +2.2% 65,379 $2.9M
Summit Financial, LLC 0.03% Add +255.2% 65,225 $2.9M
CAP Partners, LLC 1.40% Reduce -37.4% 65,017 $2.9M
Hills Bank & Trust Co 0.12% Add +8.9% 64,838 $2.9M
Prospera Financial Services Inc 0.04% Add +2.8% 62,345 $2.7M
Quantinno Capital Management LP 0.00% Add +4.0% 61,963 $2.7M
NBT Bank, N.A. 0.18% Reduce -0.1% 61,094 $2.7M
Spire Wealth Management 0.08% Reduce -3.5% 59,276 $2.6M
AAFMAA Wealth Management & Trust LLC 0.90% Add +5.4% 58,763 $2.6M
Centennial Bank 0.83% Add +32.8% 58,582 $2.6M
Graetz Wealth LLC 2.06% New 58,519 $2.6M
Cordatus Wealth Management LLC 0.56% Add +0.5% 58,386 $2.6M
State Street Corp. 0.00% Reduce -4.4% 58,324 $2.6M
Waller Financial Planning Group, Inc. 0.53% Reduce -24.0% 57,904 $2.5M
M&T Bank Corp 0.01% Reduce -11.1% 57,224 $2.5M
TD Waterhouse Canada Inc. 0.01% Reduce -0.3% 57,025 $2.5M
Primoris Wealth Advisors, LLC 1.15% New 57,200 $2.5M
Steward Partners Investment Advisory, LLC 0.01% Add +4.4% 56,402 $2.5M
Stephens Inc. 0.03% Add +5.4% 55,756 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +25.2% 54,989 $2.4M
WBH Advisory Inc. 0.16% Add +1.8% 54,243 $2.4M
Atlatl Advisers LLC 0.56% New 53,789 $2.4M
Banco Santander, S.A. 0.01% Add +0.1% 53,471 $2.4M
Manske Wealth Management 0.58% Reduce -1.2% 52,857 $2.3M
Trek Financial, LLC 0.12% Add +5.2% 52,853 $2.3M
AQR Capital Management 0.00% Add +95.5% 52,849 $2.3M
HighPoint Advisor Group LLC 0.08% Add +0.8% 52,550 $2.3M
Premier Private Wealth Management LLC 2.02% Add +0.9% 52,486 $2.3M
Seeds Investor LLC 0.24% New 51,967 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -48.6% 51,566 $2.3M
Dakota Wealth Management 0.04% Add +4.1% 51,295 $2.3M
LightSquare Wealth Management, LLC 1.55% Reduce -6.9% 51,191 $2.3M
LifeGoal Investments, LLC 1.03% Add +33.1% 51,006 $2.2M
CX Institutional 0.06% Reduce -1.6% 50,731 $2.2M
Fragasso Financial Advisors Inc 0.12% Reduce -3.2% 50,639 $2.2M
Kestra Advisory Services, LLC 0.01% Add +36.3% 50,242 $2.2M
Truist Financial Corp. 0.00% Add +7.0% 48,566 $2.1M
Gotham Asset Management 0.00% New 47,368 $2.1M
Ballast Advisors LLC 0.49% Add +6.4% 46,485 $2.0M
Mutual Advisors, LLC 0.04% Add +16.4% 46,386 $2.0M
IFG Advisory, LLC 0.07% New 46,207 $2.0M
Redwood Financial Network Corp 1.12% Reduce -1.7% 45,823 $2.0M
J.W. Cole Advisors, Inc. 0.03% Add +6.0% 44,789 $2.0M
Atlantic Union Bankshares Corp 0.03% Add +15.4% 43,451 $1.9M
Oath Planning, LLC 1.41% Add +15.1% 43,058 $1.9M
Sound Income Strategies, LLC 0.08% Reduce -2.1% 42,566 $1.9M
Concurrent Investment Advisors, LLC 0.02% Add +26.0% 42,509 $1.9M
Ranch Capital Advisors Inc. 0.59% Add +32.2% 42,104 $1.9M
Winthrop Capital Management, LLC 0.45% Add +2.4% 42,040 $1.9M
LexAurum Advisors, LLC 0.21% Add +7.3% 41,975 $1.8M
RFG Advisory, LLC 0.03% Add +4.3% 41,707 $1.8M
Atria Investments, Inc 0.02% Add +5.6% 41,163 $1.8M
US Bancorp \de 0.00% Add +1.8% 41,075 $1.8M
Arax Advisory Partners 0.01% Add +2219.4% 41,076 $1.8M
CoreCap Advisors, LLC 0.05% Add +73.9% 40,422 $1.8M
Provident Co of the Employees of the Hebrew University LTD 1.35% No change 40,192 $1.8M
Castle Wealth Management LLC 0.52% Add +0.1% 40,082 $1.8M
Thayer Partners, LLC / MA 0.72% Add +19.0% 39,430 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -3.9% 39,092 $1.7M
Betterment LLC 0.00% Add +19.2% 38,428 $1.7M
Pacific Sun Financial Corp 0.69% Add +2.7% 38,269 $1.7M
3EDGE Asset Management, LP 0.07% Add +56.1% 38,186 $1.7M
Flagship Harbor Advisors, LLC 0.06% Reduce -5.9% 38,118 $1.7M
Global Trust Wealth Management LLC 1.15% Add +14.4% 37,765 $1.7M
IMC-Chicago, LLC 0.02% Reduce -51.2% 37,734 $1.7M
Novare Capital Management LLC 0.12% Add +2.0% 37,615 $1.7M
Zuckerman Investment Group, LLC 0.14% Add +1.4% 37,218 $1.6M
Balyasny Asset Management L.P. 0.00% New 36,298 $1.6M
Advisory Services Network, LLC 0.02% Add +20.6% 36,050 $1.6M
AlphaStar Capital Management, LLC 0.10% Add +510.7% 35,965 $1.6M
Orange Investment Advisors, Inc. 0.19% Reduce -0.4% 35,843 $1.6M
Premier Path Wealth Partners, LLC 0.18% Reduce -10.7% 35,683 $1.6M
Simplicity Wealth,LLC 0.05% New 35,133 $1.5M
Bailard, Inc. 0.03% Reduce -2.3% 34,746 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -19.1% 34,695 $1.5M
Whitaker-Myers Wealth Managers, LTD. 0.25% New 34,370 $1.5M
Chemung Canal Trust Co. 0.28% Add +1.9% 34,274 $1.5M
Per Stirling Capital Management, LLC. 0.14% Reduce -5.8% 34,023 $1.5M
Blair William & Co. 0.00% Add +8.9% 33,828 $1.5M
Alliance Wealth Advisors, LLC 0.58% Add +13.8% 33,138 $1.5M
Trust Co. of Oklahoma 0.37% Reduce -4.7% 33,122 $1.5M
Krilogy Financial LLC 0.04% Reduce -22.2% 32,943 $1.5M
Cornerstone Planning Group LLC 0.18% Add +1.0% 32,050 $1.4M
O'ROURKE & COMPANY, Inc 0.50% Add +1.9% 32,711 $1.4M
One Wealth Map LLC 0.67% Add +3.8% 31,102 $1.4M
Clearview Wealth Management LLC 0.92% Reduce -1.9% 32,414 $1.4M
Pinnacle Family Advisors, LLC 0.60% New 32,247 $1.4M
Simmons Bank 0.08% Add +2.6% 31,807 $1.4M
LYNX Capital Group Ltd. 0.56% No change 31,300 $1.4M
JSF Financial, LLC 0.22% New 31,238 $1.4M
Stillwater Capital Advisors, LLC 0.14% Reduce -0.3% 31,080 $1.4M
Scott Capital Advisors, LLC 0.21% Reduce -5.6% 31,064 $1.4M
OneDigital Investment Advisors LLC 0.01% Reduce -6.1% 30,774 $1.4M
Ignite Planners, LLC 0.18% Add +0.5% 30,564 $1.3M
Farther Finance Advisors, LLC 0.01% Add +132.4% 30,332 $1.3M
Founders Financial Securities LLC 0.07% Add +30.8% 29,781 $1.3M
&partners 0.01% Add +43.6% 29,742 $1.3M
Lido Advisors, LLC 0.00% Add +34.8% 29,671 $1.3M
Fiduciary Group, LLC 0.10% Reduce -0.8% 29,611 $1.3M
Horizon Investments, LLC 0.01% Reduce -33.6% 29,449 $1.3M
Beacon Bank & Trust 0.24% Reduce -9.4% 29,043 $1.3M
Hudson Oak Wealth Advisory LLC 0.99% Reduce -5.0% 29,010 $1.3M
Patriot Investment Management Group, Inc. 0.07% Reduce -7.3% 28,758 $1.3M
Arkadios Wealth Advisors 0.02% Reduce -3.5% 28,742 $1.3M
Sierra Summit Advisors LLC 0.14% Add +2.5% 28,552 $1.3M
Bleakley Financial Group, LLC 0.02% Reduce -5.7% 28,487 $1.3M
Sherry Group, Inc. 1.21% Reduce -0.9% 27,647 $1.2M
Luminist Capital LLC 1.40% Add +28.4% 28,024 $1.2M
Tanglewood Wealth Management, Inc. 0.10% No change 27,682 $1.2M
Two Sigma Securities, LLC 0.11% Reduce -44.9% 27,666 $1.2M
Realta Investment Advisors 0.38% Add +250.7% 27,401 $1.2M
Foronjy Financial LLC 0.43% Reduce -23.5% 26,837 $1.2M
Associated Banc-Corp 0.03% Add +1.7% 26,579 $1.2M
PeakShares LLC 0.87% Add +4.7% 26,542 $1.2M
Zullo Investment Group, Inc. 0.39% Reduce -7.4% 26,041 $1.1M
Belpointe Asset Management LLC 0.04% Add +238.1% 24,982 $1.1M
Corsicana & Co. 0.53% Add +7.7% 24,982 $1.1M
First Trust Advisors LP 0.00% Reduce -2.5% 24,690 $1.1M
AlphaCore Capital LLC 0.02% Reduce -3.9% 24,514 $1.1M
Composition Wealth, LLC 0.01% Add +86.3% 24,470 $1.1M
Modern Wealth Management, LLC 0.01% Reduce -12.5% 24,189 $1.1M
Signal Advisors Wealth, LLC 0.06% New 23,907 $1.1M
Cooksen Wealth, LLC 0.66% Reduce -6.6% 23,849 $1.1M
Maridea Wealth Management LLC 0.11% Add +49.8% 23,070 $1.0M
Jefferies Financial Group Inc. 0.01% Reduce -11.0% 22,934 $1.0M
Silvia McColl Wealth Management, LLC 0.61% Reduce -3.9% 22,930 $1.0M
10Elms LLP 0.45% Add +16.5% 22,889 $1.0M
Wealth Alliance Advisory Group, LLC 0.15% Reduce -45.8% 22,867 $1.0M
Texas Yale Capital Corp. 0.02% Add +6.3% 22,850 $1.0M
Advisory Resource Group 0.15% Add +6.5% 22,535 $992K
Sowell Financial Services LLC 0.03% Reduce -10.0% 22,532 $992K
Magnus Financial Group LLC 0.07% Reduce -1.6% 22,511 $991K
Cresset Asset Management, LLC 0.00% Add +0.0% 22,464 $989K
Go Invest LLC 0.23% Add +25.3% 22,252 $980K
Lake Street Private Wealth, LLC 0.11% Add +5.3% 21,819 $961K
Wealth Advisors of Tampa Bay, LLC 0.29% Reduce -1.0% 21,613 $952K
Coral Wealth Management, LLC 0.77% No change 21,385 $942K
Blueprint Investment Partners LLC 0.08% Add +7.0% 20,976 $924K
Moneta Group Investment Advisors LLC 0.01% Add +13.3% 20,809 $916K
Copia Wealth Management 0.55% Reduce -2.2% 20,756 $914K
Venturi Wealth Management, LLC 0.03% Add +304.4% 20,501 $903K
Capital Investment Advisory Services, LLC 0.06% Reduce -30.2% 20,469 $901K
Markin Asset Management, LP 0.77% Add +24.7% 20,443 $900K
FMR LLC 0.00% Add +18.7% 20,405 $898K
HRT Financial LP 0.00% New 20,128 $886K
Fourth Dimension Wealth, LLC 0.28% Add +1.8% 20,079 $884K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.26% New 20,000 $881K
Impact Investors, Inc 0.64% Reduce -14.3% 19,892 $876K
Advisor Resource Council 0.29% New 19,683 $872K
1900 Wealth Management LLC 0.05% Add +7.1% 19,593 $863K
Blueprint Financial Advisors LLC 0.10% Add +3.7% 19,521 $860K
Martin & Co. Inc. 0.13% Add +0.7% 19,340 $852K
Elevation Point Wealth Partners, LLC 0.02% Reduce -2.0% 19,099 $841K
Old National Bancorp 0.02% Reduce -38.1% 19,056 $839K
Cornerstone Wealth Management, LLC 0.04% Add +3.7% 18,567 $818K
CENTRAL TRUST Co 0.01% Reduce -5.4% 18,549 $817K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.2% 18,326 $807K
Weinberger Asset Management, Inc 0.26% Add +2.8% 17,852 $807K
United Capital Financial Advisors, LLC 0.00% Reduce -0.7% 18,202 $801K
Carret Asset Management, LLC 0.07% No change 18,013 $793K
FIL Ltd 0.00% Reduce -4.1% 17,991 $792K
Orrstown Financial Services Inc. 0.12% Reduce -5.7% 17,904 $788K
ES4, LLC 0.41% Add +37.9% 17,836 $785K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -1.3% 17,608 $772K
Banque Cantonale Vaudoise 0.03% Reduce -0.6% 17,515 $771K
Asset Management One Co., Ltd. 0.00% Add +6.6% 17,454 $769K
Y-Intercept (Hong Kong) Ltd 0.02% New 17,407 $766K
Axxcess Wealth Management, LLC 0.01% New 17,264 $760K
Valmark Advisers, Inc. 0.01% Add +11.3% 17,242 $759K
Bank of New York Mellon Corp 0.00% Add +100.6% 17,139 $755K
Peoples Bank 0.73% Reduce -0.6% 16,980 $748K
Personal Cfo Solutions, LLC 0.11% Reduce -9.4% 16,979 $748K
Exchange Traded Concepts, LLC 0.00% Add +1350.0% 16,849 $742K
Hilltop Holdings Inc. 0.06% Reduce -18.9% 16,732 $737K
Creekside Partners 0.26% Add +0.4% 16,391 $722K
Cascade Financial Partners, LLC 0.06% Add +0.3% 16,313 $718K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 16,000 $704K
Oakmont Advisory Group, LLC 0.59% New 15,908 $700K
Patten & Patten Inc. 0.04% No change 15,799 $696K
Boltwood Capital Management 0.16% Add +0.9% 15,749 $693K
Integrated Advisors Network LLC 0.03% Reduce -0.6% 15,742 $693K
Liberty Square Wealth Partners LLC 0.16% Add +0.1% 15,571 $686K
Integrated Wealth Concepts LLC 0.00% Reduce -7.4% 15,565 $685K
Private Wealth Advisors, LLC 0.20% Reduce -14.1% 15,502 $683K
James Investment Research, Inc. 0.07% Reduce -1.6% 15,486 $682K
Asset Allocation Strategies LLC 0.10% Reduce -2.2% 15,376 $677K
Cornerstone National Bank & Trust Co 0.23% Reduce -0.5% 15,294 $676K
Trust Co 0.06% Reduce -3.8% 15,275 $673K
Private Trust Co. NA 0.05% Add +50.1% 15,241 $671K
HB Wealth Management, LLC 0.00% Add +129.0% 15,212 $670K
Fairway Wealth LLC 0.15% Add +2.0% 15,137 $666K
Burford Brothers, Inc. 0.24% Reduce -0.5% 15,127 $666K
AMG National Trust Bank 0.01% Reduce -17.2% 15,002 $661K
Sigma Planning Corp 0.02% Reduce -6.0% 14,884 $655K
Spahn Wealth & Retirement LLC 0.42% Reduce -78.6% 14,733 $649K
Waterloo Capital, L.P. 0.04% New 14,670 $646K
Toronto Dominion Bank 0.00% Add +10229.8% 14,565 $641K
SBI Securities Co., Ltd. 0.01% Add +4.3% 14,357 $632K
Chesapeake Wealth Management 0.18% Reduce -9.8% 14,312 $630K
Compound Planning, Inc. 0.02% Reduce -5.6% 14,294 $629K
Capital Analysts, LLC 0.01% Reduce -4.8% 14,285 $629K
Conservest Capital Advisors, Inc. 0.05% Add +0.5% 14,259 $628K
Independence Wealth Advisors, LLC 0.31% Reduce -2.3% 14,244 $627K
Pines Wealth Management, LLC 0.18% Add +5.8% 14,059 $619K
Keystone Wealth Services, LLC 0.11% Add +119.5% 14,033 $618K
Flagstar Securities, Inc. 0.19% Add +104.7% 13,982 $616K
Independent Financial Group, LLC 0.01% Reduce -1.8% 13,960 $615K
Hirtle & Co., LLC 0.02% No change 13,787 $607K
Monetary Management Group Inc. 0.12% Reduce -4.2% 13,771 $606K
Whittier Trust Co. 0.01% No change 13,645 $604K
Cullen Capital Management, LLC 0.01% Reduce -69.0% 13,645 $601K
Dearborn Partners LLC 0.03% Add +24.3% 13,603 $599K
WESPAC Advisors, LLC 0.29% Add +12.8% 13,516 $595K
Sequent Planning LLC 0.13% Add +11.6% 13,501 $594K
BCS Wealth Management 0.11% Reduce -4.1% 13,292 $585K
United Asset Strategies, Inc. 0.04% Add +34.2% 13,054 $575K
Tandem Wealth Advisors LLC 0.23% Add +6.3% 12,980 $572K
MontVue Capital Management, Inc. 0.32% Reduce -2.9% 12,738 $561K
Harbour Investments, Inc. 0.01% Reduce -76.3% 12,735 $561K
Nestegg Advisors, Inc. 0.39% Reduce -1.1% 12,655 $557K
Perigon Wealth Management, LLC 0.01% Reduce -17.6% 12,650 $557K
First National Bank of Omaha 0.02% Reduce -3.6% 12,247 $550K
GeoWealth Management, LLC 0.02% Add +31.5% 12,328 $543K
Great Valley Advisor Group, Inc. 0.01% Add +24.2% 12,319 $543K
Alpine Global Management, LLC 0.09% New 12,314 $542K
Focus Financial Network, Inc. 0.02% Reduce -7.8% 12,305 $542K
Providence First Trust Co 0.15% New 12,193 $537K
United Bank 0.16% Reduce -33.8% 12,125 $534K
Marex Group Ltd 0.00% New 11,940 $526K
Vise Technologies, Inc. 0.01% Add +5.5% 11,868 $523K
Mgo One Seven LLC 0.01% Add +94.2% 11,730 $516K
Aptus Capital Advisors, LLC 0.00% Reduce -11.8% 11,657 $513K
Retirement Planning Co of New England, Inc. 0.18% Add +0.4% 11,525 $507K
Avior Wealth Management, LLC 0.01% Reduce -7.7% 11,472 $505K
Bonfire Financial 0.32% Add +1.6% 11,427 $503K
Arlington Capital Management, Inc. 0.31% Reduce -18.1% 11,377 $501K
17 Capital Partners, LLC 0.22% Add +4.5% 11,217 $494K
Blue Fin Capital, Inc. 0.07% Add +9.1% 11,213 $494K
Intergy Private Wealth, LLC 0.11% Add +0.0% 11,129 $490K
Okabena Investment Services Inc. 0.09% Add +2.1% 10,931 $481K
L & S Advisors Inc 0.05% New 10,882 $479K
Colony Family Offices, LLC 0.10% No change 10,758 $474K
Berger Financial Group, Inc 0.02% Reduce -17.1% 10,569 $465K
Marshall & Sterling Wealth Advisors Inc. 0.27% Reduce -1.5% 10,430 $459K
Powerhouse Assets LLC 0.37% Reduce -65.9% 10,413 $459K
Mystic Asset Management, Inc. 0.10% Reduce -5.5% 10,360 $456K
Drive Wealth Management, LLC 0.08% New 10,294 $453K
Independence Bank of Kentucky 0.05% Add +1.5% 10,228 $450K
Point Windward Advisors Inc. 0.20% Reduce -1.0% 10,164 $448K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -57.0% 9,869 $435K
RCW Management, LLC 0.39% Add +3.4% 9,828 $433K
DT Investment Partners, LLC 0.03% No change 9,804 $432K
Cary Street Partners Financial LLC 0.01% Add +52.3% 9,762 $430K
CWC Advisors, LLC. 0.19% Add +2.5% 9,651 $425K
Howe & Rusling Inc. 0.02% Add +9.9% 9,641 $425K
Florida Financial Advisors, LLC 0.07% Add +20.4% 9,546 $420K
HBW Advisory Services LLC 0.04% Reduce -0.2% 9,539 $420K
Glenmede Trust Co. NA 0.00% Reduce -38.9% 9,423 $415K
Toews Corp. 0.06% New 9,400 $414K
M.E. Allison & Co., Inc. 0.24% Add +0.0% 9,391 $413K
Pine Valley Investments Ltd Liability Co 0.02% Add +10.6% 9,372 $413K
Park National Corp. 0.01% Reduce -46.1% 9,335 $411K
Roberts Wealth Advisors, LLC 0.09% Reduce -19.4% 9,267 $408K
Diversify Advisory Services, LLC 0.01% New 8,820 $404K
Diversify Wealth Management, LLC 0.01% Add +1.5% 8,820 $404K
TD Capital Management LLC 0.03% Add +0.8% 9,157 $403K
Kovack Advisors, Inc. 0.02% Add +21.8% 9,084 $400K
AlTi Global, Inc. 0.01% New 8,966 $395K
CSS LLC 0.05% Reduce -59.3% 8,920 $393K
Colton Groome Financial Advisors, LLC 0.09% Add +19.0% 8,919 $393K
New England Capital Financial Advisors LLC 0.09% Add +0.4% 8,911 $392K
First National Trust Co 0.01% Reduce -1.4% 8,874 $391K
Wedbush Securities Inc. 0.01% Add +5.8% 8,825 $389K
Stratos Wealth Partners, LTD. 0.00% Add +6.8% 8,795 $387K
Synergy Asset Management, LLC 0.04% New 8,788 $387K
Valued Wealth Advisors LLC 0.14% No change 8,735 $385K
Visionary Wealth Advisors 0.01% Reduce -17.4% 8,632 $380K
Aureus Asset Management, LLC 0.02% Reduce -14.3% 8,572 $377K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.0% 8,561 $377K
XTX Topco Ltd 0.00% Reduce -72.7% 8,550 $376K
Harbour Investment Management LLC 0.19% Reduce -5.6% 8,475 $373K
VSM Wealth Advisory, LLC 0.10% Add +5.6% 8,453 $372K
IFP Advisors, Inc 0.01% Add +11.5% 8,395 $370K
Ritholtz Wealth Management 0.01% Reduce -65.4% 8,357 $368K
PFG Investments, LLC 0.01% Add +3.0% 8,310 $366K
Headlands Technologies LLC 0.04% New 8,271 $364K
Bokf, NA 0.01% No change 8,236 $363K
Simplex Trading, LLC 0.01% New 8,225 $362K
Newman Dignan & Sheerar, Inc. 0.07% Add +47.6% 8,193 $361K
Essex LLC 0.05% Add +14.2% 8,189 $361K
Sequoia Financial Advisors, LLC 0.00% Reduce -14.7% 8,187 $360K
Nwam LLC 0.02% Add +7.8% 8,163 $359K
IMZ Advisory Inc 0.11% Reduce -9.8% 8,152 $359K
Commerce Bank 0.00% Reduce -6.9% 8,059 $355K
Wealth Advisory Solutions, LLC 0.07% Reduce -11.9% 8,043 $354K
Centaurus Financial, Inc. 0.01% Add +21.8% 8,039 $354K
KWB Wealth 0.03% Add +8.8% 8,034 $354K
Kaizen Financial Strategies 0.14% Reduce -57.9% 7,973 $352K
Larson Financial Group LLC 0.01% Add +8.4% 7,884 $347K
RVW Wealth, LLC 0.02% No change 7,846 $345K
Spinnaker Trust 0.02% No change 7,827 $345K
Spartan Wealth Advisory Services LLC 0.03% New 7,765 $342K
Blue Chip Partners, LLC 0.02% Reduce -71.3% 7,630 $336K
W.H. Cornerstone Investments Inc. 0.19% Add +0.8% 7,590 $334K
ABLE Financial Group, LLC 0.06% No change 7,577 $334K
Winter & Associates, Inc. 0.25% Reduce -63.0% 7,559 $333K
OpenArc Corporate Advisory, LLC 0.00% Reduce -7.6% 7,557 $333K
Carlson Financial, Inc. 0.17% Add +0.5% 7,514 $331K
Analyst IMS Investment Management Services Ltd. 0.01% No change 7,485 $330K
Americana Partners, LLC 0.01% Reduce -11.3% 7,479 $329K
Meridian Wealth Management, LLC 0.01% New 7,360 $324K
Parallax Volatility Advisers, L.P. 0.01% Reduce -29.9% 7,267 $320K
Vident Advisory, LLC 0.00% Reduce -11.2% 7,255 $319K
Vertex Planning Partners, LLC 0.05% New 7,255 $319K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -93.1% 7,240 $319K
City Center Advisors, LLC 0.26% New 7,229 $318K
Calton & Associates, Inc. 0.05% Reduce -6.0% 7,228 $318K
Avestar Capital, LLC 0.02% No change 7,187 $316K
Wall Capital Group, Inc. 0.26% New 7,180 $316K
Aprio Wealth Management, LLC 0.02% Reduce -1.6% 7,165 $315K
BCO Wealth Management LLC 0.17% No change 7,115 $313K
Griffin Asset Management, Inc. 0.03% New 7,110 $313K
Joseph P. Lucia & Associates, LLC 0.09% Reduce -0.1% 7,106 $313K
Ballast Rock Private Wealth LLC 0.14% Reduce -13.1% 7,061 $311K
Abound Wealth Management 0.06% Reduce -2.4% 7,002 $308K
Midwest Trust Co 0.00% Reduce -7.1% 6,983 $307K
Atlas Capital Advisors Inc. 0.03% Add +105.8% 6,978 $307K
Plimoth Trust Co. LLC 0.06% Reduce -1.3% 6,923 $305K
Marks Group Wealth Management, Inc 0.03% Reduce -26.5% 6,912 $304K
BLB&B Advisors, LLC 0.01% Add +1.2% 6,747 $297K
Kessler Investment Group, LLC 0.13% Reduce -27.2% 6,729 $296K
Sanchez Gaunt Capital Management, LLC 0.16% Reduce -0.8% 6,681 $294K
Innova Wealth Partners 0.12% Add +2.1% 6,653 $293K
Birchcreek Wealth Management, LLC 0.11% Reduce -11.1% 6,605 $291K
Ally Invest Advisors Inc. 0.02% Reduce -1.5% 6,550 $288K
Andrews Advisory Associates, LLC 0.14% No change 6,522 $287K
PFG Advisors 0.01% Reduce -33.5% 6,500 $286K
Sovereign Financial Group, Inc. 0.04% New 6,471 $285K
University of Texas/Texas Am Investment Management Co. 0.03% No change 6,458 $284K
Apella Capital, LLC 0.00% Reduce -2.0% 6,332 $284K
Clear Creek Financial Management, LLC 0.02% No change 6,451 $284K
Carnegie Investment Counsel 0.01% Reduce -8.5% 6,448 $284K
Crescent Grove Advisors, LLC 0.02% No change 6,442 $284K
Whalerock Point Partners, LLC 0.05% No change 6,400 $282K
Collaborative Wealth Managment Inc. 0.12% Reduce -3.5% 6,322 $278K
Churchill Financial Advisors, LLC 0.05% Add +7.8% 6,303 $278K
HM Payson & Co. 0.00% Add +56.0% 6,295 $277K
Lowe Brockenbrough & Co. Inc. 0.01% No change 6,250 $275K
AdvisorNet Financial, Inc 0.01% Add +16.3% 6,247 $275K
Money Concepts Capital Corp. 0.01% New 6,241 $275K
NovaPoint Capital, LLC 0.06% New 6,221 $274K
Xcelsior Advisor Partners LLC 0.04% New 6,154 $271K
Keel Point, LLC 0.02% Add +0.9% 6,129 $270K
Victory Financial Group, LLC 0.03% New 6,071 $267K
HHM Wealth Advisors, LLC 0.03% No change 6,066 $267K
Barrett & Company, Inc. 0.07% No change 6,008 $265K
Southland Equity Partners LLC 0.05% New 5,995 $264K
Madden Advisory Services, Inc. 0.09% Reduce -0.9% 5,982 $263K
Petros Family Wealth, LLC 0.16% Add +3.0% 5,974 $263K
Straight Path Wealth Management 0.06% New 5,965 $263K
Means Investment Co., Inc. 0.02% Reduce -60.7% 5,962 $263K
Dynamic Advisor Solutions LLC 0.01% New 5,947 $262K
Balefire, LLC 0.04% New 5,944 $262K
Woodmont Investment Counsel LLC 0.01% No change 5,934 $261K
Caldwell Trust Co 0.02% Reduce -0.3% 5,906 $260K
Fiduciary Trust Co 0.00% New 5,791 $255K
Insigneo Advisory Services, LLC 0.01% Add +8.7% 5,760 $254K
Pacific Center for Financial Services 0.06% Add +0.3% 5,760 $254K
Turning Point Benefit Group, Inc. 0.11% New 5,738 $253K
Fairview Capital Investment Management, LLC 0.01% Add +7.0% 5,731 $252K
Dover Advisors, LLC 0.10% Reduce -7.7% 6,238 $252K
Centennial Wealth Advisory LLC 0.05% Reduce -3.3% 5,702 $251K
Tiaa Trust, National Association 0.01% Add +34.2% 5,696 $251K
Tyche Wealth Partners LLC 0.04% Reduce -0.5% 5,671 $250K
TFB Advisors LLC 0.11% Add +0.8% 5,594 $246K
Lanark Financial, Inc. 0.02% Add +38.2% 5,593 $246K
Community Trust & Investment Co. 0.01% No change 5,578 $246K
Vilga Financial Planning LLC 0.19% Add +3.7% 5,576 $246K
UMB Bank, n.a. 0.00% Add +7.7% 5,559 $245K
DeLarme Wealth Management, Inc. 0.14% Add +1.8% 5,500 $242K
HSBC Holdings PLC 0.00% Reduce -16.4% 5,437 $240K
Bartlett & Co. Wealth Management LLC 0.00% No change 5,427 $239K
Sequent Asset Management, LLC 0.10% No change 5,419 $239K
Fortis Capital Advisors, LLC 0.03% Reduce -26.9% 5,401 $238K
Modera Wealth Management, LLC 0.00% New 5,396 $238K
Verus Capital Partners, LLC 0.01% Reduce -5.4% 5,381 $237K
Sovran Advisors, LLC 0.02% Reduce -16.7% 5,154 $237K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.9% 5,252 $236K
Mosaic Family Wealth Partners, LLC 0.02% No change 5,345 $235K
Fairvoy Private Wealth, LLC 0.05% Reduce -13.9% 5,335 $235K
First Horizon Corp. 0.01% Reduce -1.6% 5,277 $232K
Advyzon Investment Management, LLC 0.02% Reduce -2.2% 5,273 $232K
Rooted Wealth Advisors, Inc. 0.06% Add +0.8% 5,261 $232K
Prasad Wealth Partners, LLC 0.06% Reduce -2.8% 5,199 $229K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -0.3% 5,192 $229K
IF Advisors, LLC 0.15% New 5,148 $227K
Brand Asset Management Group, Inc. 0.05% Add +3.0% 5,101 $225K
49 Wealth Management, LLC 0.04% New 5,097 $224K
Alongside, LLC 0.04% — 5,097 $224K
KFG Wealth Management, LLC 0.03% Reduce -3.8% 5,076 $223K
Kintra Wealth, LLC 0.01% New 4,926 $222K
Millington Financial Advisors, LLC 0.09% Add +0.5% 4,873 $221K
StoneX Group Inc. 0.01% No change 5,007 $220K
NewEdge Wealth, LLC 0.00% New 4,950 $218K
Ted Buchan & Co 0.07% New 4,782 $211K
Schonfeld Strategic Advisors LLC 0.00% New 4,775 $210K
Fulcrum Equity Management 0.17% New 4,763 $210K
Piedmont Capital Management, LLC 0.11% New 4,720 $209K
Stock Yards Bank & Trust Co. 0.01% Reduce -3.9% 4,725 $208K
Landmark Wealth Management, Inc. 0.07% New 4,701 $207K
Silverlake Wealth Management LLC 0.04% New 4,686 $206K
BlueCrest Capital Management Ltd 0.01% New 4,672 $206K
Atticus Wealth Management, LLC 0.05% Reduce -10.7% 4,651 $205K
Elevated Capital Advisors, LLC 0.06% Reduce -8.6% 4,625 $204K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -14.4% 4,612 $203K
Trilogy Capital Inc. 0.01% Reduce -18.3% 4,580 $202K
Mechanics Bank Trust Department 0.02% New 4,575 $201K
Institute for Wealth Management, LLC. 0.02% New 4,121 $181K
Global Retirement Partners, LLC 0.00% — 3,979 $175K
Ancora Advisors LLC 0.00% Reduce -3.9% 3,930 $173K
Cranbrook Wealth Management, LLC 0.03% No change 3,770 $166K
McDonald Partners LLC 0.04% New 3,529 $155K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -50.0% 3,475 $153K
First United Bank & Trust 0.04% Add +58.2% 3,223 $142K
Sherman Asset Management, Inc. 0.10% No change 3,075 $135K
Ascentis Wealth Management, LLC 0.02% No change 2,893 $127K
Capital Advisors, Ltd. LLC 0.01% No change 2,715 $120K
GAMMA Investing LLC 0.00% Add +108.0% 2,636 $116K
Medallion Wealth Advisors, LLC 0.04% Reduce -24.2% 2,540 $112K
Noble Wealth Management PBC 0.05% No change 2,500 $110K
Flagship Wealth Advisors, LLC 0.02% Add +5.8% 2,487 $110K
LRI Investments, LLC 0.01% No change 2,321 $102K
Compass Financial Management LLC 0.01% — 2,222 $100K
Albion Financial Group 0.01% No change 2,262 $100K
Credit Industriel Et Commercial 0.02% Reduce -77.2% 2,249 $99K
Front Row Advisors LLC 0.03% No change 2,010 $89K
Chilton Capital Management LLC 0.00% No change 1,998 $88K
Townsend Asset Management Corp. /NC/ 0.03% Add +181.8% 1,987 $87K
Golden State Wealth Management, LLC 0.01% Add +0.1% 1,954 $86K
Peoples Financial Services Corp. 0.04% Reduce -2.7% 1,953 $86K
Smartleaf Asset Management LLC 0.00% No change 1,882 $85K
Glen Eagle Advisors, LLC 0.01% Add +18.2% 1,868 $82K
IMA Advisory Services, Inc. 0.01% Add +169.3% 1,804 $79K
Prestige Wealth Management Group LLC 0.01% Reduce -56.4% 1,799 $79K
Provident Wealth Management, LLC 0.02% No change 1,750 $77K
Solstein Capital, LLC 0.03% Reduce -5.3% 1,734 $76K
Dynamic Wealth Strategies, LLC 0.04% Reduce -10.5% 1,700 $75K
Westside Investment Management, Inc. 0.01% No change 1,600 $70K
Security National Bank 0.01% No change 1,587 $70K
Trust Co. of Toledo NA 0.01% Add +121.4% 1,550 $68K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 1,532 $67K
Tsfg, LLC 0.01% Add +0.3% 1,461 $64K
Bangor Savings Bank 0.00% Add +34.0% 1,448 $64K
Cullen/Frost Bankers, Inc. 0.00% Reduce -30.6% 1,383 $61K
Angeles Wealth Management, LLC 0.00% Reduce -11.3% 1,277 $56K
Birchwood Financial Partners, Inc. 0.05% Add +0.9% 1,269 $56K
Highland Investment Advisors LLC 0.02% — 1,237 $54K
Private Wealth Asset Management, LLC 0.01% Reduce -2.3% 1,181 $52K
Three Bearings Fiduciary Advisors, Inc. 0.05% No change 1,171 $52K
Continuum Advisory, LLC 0.00% New 1,156 $51K
Planning Strategies Inc. 0.03% — 1,147 $51K
International Assets Investment Management, LLC 0.00% Reduce -83.7% 1,137 $50K
Pursuit Wealth Strategies, LLC 0.06% Reduce -8.7% 1,132 $50K
Turtle Creek Wealth Advisors, LLC 0.00% No change 1,112 $49K
Greykasell Wealth Strategies, Inc. 0.02% No change 1,109 $49K
Wilmington Savings Fund Society, FSB 0.00% Add +8.7% 1,064 $47K
Fiduciary Financial Advisors 0.00% New 991 $44K
Pflug Koory, LLC 0.02% Add +0.1% 989 $44K
Bullock Wealth Management Group 0.02% Reduce -87.1% 948 $42K
Clark Wealth Partners 0.02% No change 939 $41K
Montag A & Associates Inc. 0.00% Reduce -3.7% 919 $40K
Federation des caisses Desjardins du Quebec 0.00% No change 913 $40K
Blue Trust, Inc. 0.00% Reduce -27.6% 910 $40K
PlanVest Financial, Inc 0.03% Add +18.5% 872 $38K
Avion Wealth 0.01% Add +0.7% 839 $36K
Curat Global, LLC 0.03% No change 820 $35K
Harbor Asset Planning, Inc. 0.03% Reduce -19.4% 795 $35K
SOA Wealth Advisors, LLC. 0.01% Reduce -26.3% 786 $35K
Clearstead Advisors, LLC 0.00% No change 762 $34K
Evermay Wealth Management LLC 0.00% No change 751 $33K
Triumph Capital Management 0.01% Reduce -12.2% 732 $32K
Byrne Asset Management LLC 0.02% Reduce -0.3% 713 $31K
Ankerstar Wealth, LLC 0.03% No change 686 $30K
Signaturefd, LLC 0.00% Reduce -0.7% 679 $30K
Webster Bank, N. A. 0.00% No change 677 $30K
EverSource Wealth Advisors, LLC 0.00% Reduce -33.2% 663 $29K
Bayban 0.02% No change 659 $29K
Ameriflex Group, Inc. 0.01% No change 657 $29K
Mosley Wealth Management 0.01% Reduce -51.8% 622 $27K
Brown Brothers Harriman & Co. 0.00% No change 600 $26K
Cherry Tree Wealth Management, LLC 0.00% No change 585 $26K
Richard W. Paul & Associates, LLC 0.01% No change 553 $24K
Deutsche Bank AG 0.00% No change 533 $23K
Bollard Group LLC 0.00% Reduce -16.8% 524 $23K
Oxford Financial Group, LTD. LLC 0.00% No change 500 $22K
Smithfield Trust Co 0.00% No change 513 $22K
Cape Investment Advisory, Inc. 0.01% New 481 $21K
Aventura Private Wealth, LLC 0.01% Reduce -20.3% 463 $20K
Keating Financial Advisory Services, Inc. 0.00% Reduce -20.9% 462 $20K
Viewpoint Capital Management LLC 0.01% Reduce -65.3% 450 $20K
Nvwm, LLC 0.00% No change 445 $20K
Barnes Dennig Private Wealth Management LLC 0.02% Add +1.8% 442 $19K
Russell Investments Group, Ltd. 0.00% Reduce -20.0% 433 $19K
Dunhill Financial, LLC 0.00% No change 418 $18K
Strengthening Families & Communities, LLC 0.00% Add +1.0% 411 $18K
Advanced Asset Management Advisors Inc 0.00% No change 397 $17K
MTM Investment Management, LLC 0.01% Reduce -13.2% 396 $17K
Robinswood Financial LLC 0.00% Add +0.8% 391 $17K
Crews Bank & Trust 0.00% No change 390 $17K
Hazlett, Burt & Watson, Inc. 0.00% No change 380 $17K
NFSG Corp 0.00% No change 377 $17K
MidFirst Bank 0.00% No change 371 $16K
Valley Wealth Managers, Inc. 0.00% No change 371 $16K
Biltmore Family Office, LLC 0.00% Add +3.9% 351 $15K
Catherine Avery Investment Management LLC 0.01% New 342 $15K
Investors Portfolio Services LLC 0.01% Add +0.9% 331 $15K
Allspring Global Investments Holdings, LLC 0.00% Add +31200.0% 313 $14K
Truvestments Capital LLC 0.00% No change 300 $13K
Bank of New Hampshire 0.00% No change 300 $13K
Highline Wealth Partners LLC 0.00% New 300 $13K
Imprint Wealth LLC 0.05% No change 297 $13K
Vision Financial Markets LLC 0.01% Add +0.3% 286 $13K
Rice Partnership, LLC 0.00% No change 278 $12K
Rossmore Private Capital 0.00% No change 270 $12K
WealthShield Partners, LLC 0.00% Reduce -93.4% 261 $11K
Pacifica Partners Inc. 0.00% No change 246 $11K
Beacon Investment Advisory Services, Inc. 0.00% Add +59.7% 246 $11K
Tucker Asset Management LLC 0.00% New 237 $10K
Millstone Evans Group, LLC 0.01% No change 217 $10K
Mark Sheptoff Financial Planning, LLC 0.01% No change 215 $9K
Financial Perspectives, Inc 0.00% Add +0.9% 213 $9K
SHP Wealth Management 0.00% Add +593.1% 201 $9K
Concord Wealth Partners 0.00% New 195 $9K
Eukles Asset Management 0.00% Reduce -62.6% 191 $8K
Activest Wealth Management 0.00% No change 180 $8K
Tradewinds Capital Management, LLC 0.00% Reduce -13.5% 179 $8K
McGuire Capital Advisors Inc. 0.00% No change 179 $8K
Wagner Wealth Management, LLC 0.00% New 179 $8K
Johnson Financial Group, Inc. 0.00% Add +1.8% 169 $7K
Bare Financial Services, Inc 0.00% No change 169 $7K
Buck Wealth Strategies, LLC 0.00% New 165 $7K
Founders Financial Alliance, LLC 0.00% No change 156 $7K
Nalls Sherbakoff Group, LLC 0.00% Reduce -78.8% 152 $7K
HighMark Wealth Management LLC 0.00% New 150 $7K
Nemes Rush Group LLC 0.00% Add +0.7% 145 $6K
Gold Investment Management Ltd. 0.00% No change 145 $6K
Archer Investment Corp 0.00% Add +610.0% 142 $6K
Kingdom Financial Group LLC. 0.00% New 140 $6K
Versant Capital Management, Inc 0.00% No change 136 $6K
Lodestone Wealth Management LLC 0.00% No change 131 $6K
Brooklyn FI, LLC 0.00% New 127 $6K
Granite FO LLC 0.00% No change 125 $6K
Key Capital Management, INC 0.00% Add +16.3% 114 $5K
Woodard & Co. Asset Management Group Inc. 0.00% No change 111 $5K
Axiom Investment Management LLC 0.00% No change 109 $5K
Silver Grove Financial Group, Inc. 0.00% New 105 $5K
Mather Group, Llc. 0.00% No change 100 $4K
City Holding Co. 0.00% No change 100 $4K
Salomon & Ludwin, LLC 0.00% No change 98 $4K
N.E.W. Advisory Services LLC 0.00% No change 97 $4K
Timbuktu Capital Management, LLC 0.01% — 96 $4K
Mascoma Wealth Management LLC 0.00% No change 96 $4K
LifeSteps Financial, Inc. 0.00% New 94 $4K
Breakwater Investment Management 0.00% No change 82 $4K
Hilton Head Capital Partners, LLC 0.00% Reduce -50.3% 82 $4K
Financial Consulate, Inc. 0.00% No change 75 $3K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 72 $3K
Pinnacle Bancorp, Inc. 0.00% No change 67 $3K
Harbor Investment Advisory, LLC 0.00% No change 67 $3K
Arrow Financial Corp 0.00% Reduce -99.2% 65 $3K
Capital Advisor Network LLC 0.00% No change 63 $3K
Rialto Wealth Management, LLC 0.00% No change 59 $3K
Parallel Advisors, LLC 0.00% Reduce -87.8% 56 $2K
Allied Private Wealth LLC 0.00% — 55 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 53 $2K
Lloyd Advisory Services, LLC. 0.00% New 52 $2K
SummitTX Capital, L.P. 0.00% New 49 $2K
Kelleher Financial Advisors 0.00% Add +100.0% 48 $2K
Central Pacific Bank - Trust Division 0.00% No change 46 $2K
Horizon Bancorp Inc. 0.00% No change 36 $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
Darwin Wealth Management, LLC 0.00% Reduce -48.7% 40 $2K
Duncker Streett & Co. Inc. 0.00% No change 40 $2K
Bogart Wealth, LLC 0.00% No change 35 $2K
Manchester Capital Management LLC 0.00% No change 34 $1K
Arlington Trust Co LLC 0.00% New 29 $1K
Brown, Lisle/Cummings, Inc. 0.00% New 28 $1K
Strategic Wealth Partners, Ltd. 0.00% No change 28 $1K
Rakuten Securities, Inc. 0.00% Reduce -89.8% 27 $1K
FWL Investment Management, LLC 0.00% New 26 $1K
Crewe Advisors LLC 0.00% New 26 $1K
Pin Oak Investment Advisors Inc. 0.00% No change 16 $1K
Weaver Capital Management LLC 0.00% No change 22 $899
Cordgrass Capital Advisors, LLC 0.00% No change 18 $793
Register Financial Advisors LLC 0.00% No change 18 $793
Key Financial Inc 0.00% Reduce -41.9% 18 $793
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 17 $749
Family Manage LLC 0.00% No change 14 $616
St Germain D J Co. Inc. 0.00% No change 11 $484
Davis Capital Management 0.00% No change 6 $264
Tounjian Advisory Partners, LLC 0.00% New 5 $239
Caitlin John, LLC 0.00% No change 5 $220
Trust Co. of Vermont 0.00% — 5 $220
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $133
Principia Wealth Advisory, LLC 0.00% No change 2 $88
Measured Wealth Private Client Group, LLC 0.00% No change 1 $37
Hantz Financial Services, Inc. 0.00% No change 10 $0
Covestor Ltd 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.