SS Real Estate Select SectorXLREETF
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $272.5M |
| Exits | 57 | $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.