St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q1 2024 (March 31)
1,113holders
7famous investors
$65.68avg. 13F price*

At the end of Q1 2024, 1,113 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings. The largest holders were Bank of America Corp. ($835.3M), Morgan Stanley ($723.0M) and Goldman Sachs Group Inc. ($395.4M). 7 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
St Sr Utl SL SE SPDR ETF-Usd
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions99$508.0M
Exits130$2.6B

Ownership 1,113 holders

Bank of America Corp. 0.08% Add +3.6% 12,724,050 $835.3M
Morgan Stanley 0.06% Add +3.1% 11,013,692 $723.0M
Goldman Sachs Group Inc. 0.08% Reduce -6.4% 6,022,142 $395.4M
Caisse de depot et placement du Quebec 0.69% Reduce -13.4% 4,350,800 $285.6M
Harel Insurance Investments & Financial Services Ltd. 5.15% Reduce 0.0% 4,045,694 $265.6M
D. E. Shaw & Co. 0.34% Add +139.8% 3,731,065 $244.9M
LPL Financial LLC 0.13% Reduce -2.3% 3,697,122 $242.7M
Envestnet Asset Management Inc. 0.08% Reduce -3.3% 3,148,109 $206.7M
Healthcare of Ontario Pension Plan Trust Fund 0.72% No change 3,124,000 $205.1M
Toronto Dominion Bank 0.31% Reduce -7.1% 2,993,148 $196.5M
UBS Group AG 0.06% Reduce -43.8% 2,790,463 $183.2M
Wells Fargo & Company 0.04% Reduce -56.8% 2,451,657 $161.0M
Ameriprise Financial Inc. 0.04% Add +11.0% 2,411,707 $158.3M
Raymond James & Associates 0.10% Add +10.6% 2,311,037 $151.7M
Factory Mutual Insurance Co. 1.63% Reduce -0.3% 2,156,000 $141.5M
Cibc World Market Inc. 0.36% Add +7354.7% 2,145,019 $140.8M
Royal Bank of Canada 0.03% Reduce -23.4% 2,027,861 $133.1M
Citigroup Inc. 0.13% Reduce -41.8% 1,879,051 $123.4M
Barclays PLC 0.06% Add +210.6% 1,853,070 $121.7M
Janney Montgomery Scott LLC 0.36% Add +3.7% 1,835,061 $120.5M
Truist Financial Corp. 0.18% Reduce -5.2% 1,758,149 $115.4M
Natixis 0.63% Add +383.7% 1,714,586 $112.6M
JPMorgan Chase & Co. 0.01% Reduce -44.2% 1,684,000 $110.6M
Peconic Partners LLC 4.70% New 1,611,484 $105.8M
Saudi Central Bank 10.66% No change 1,549,733 $101.7M
WestEnd Advisors, LLC 2.46% Add +14.6% 1,445,497 $94.9M
Silvercrest Asset Management Group LLC 0.54% New 1,223,501 $80.3M
Squarepoint Ops LLC 0.33% Add +313.3% 1,206,577 $79.2M
BlackRock Inc. 0.00% Add +64.6% 1,189,335 $78.1M
Phoenix Financial Ltd. 1.06% Add +15372.8% 1,166,492 $76.6M
Hudson Bay Capital Management LP 0.73% Add +18.0% 1,115,000 $73.2M
Clal Insurance Enterprises Holdings Ltd 0.79% No change 1,061,000 $69.7M
Bessemer Group Inc. 0.11% Reduce -0.1% 929,700 $61.0M
Osaic Holdings, Inc. 0.11% Add +5.5% 746,623 $49.0M
Cetera Investment Advisers 0.11% Add +238.6% 740,621 $48.6M
Main Management Fund Advisors LLC 9.22% New 690,900 $45.4M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -0.9% 676,622 $44.4M
Commonwealth Equity Services, LLC 0.07% Reduce -7.4% 653,971 $42.9M
First Financial Bankshares Inc 0.93% Add +63.6% 626,839 $41.2M
Two Sigma Advisers, LP 0.09% New 623,100 $40.9M
Stifel Financial Corp. 0.04% Add +2.9% 580,545 $38.1M
Maryland State Retirement & Pension System 0.72% No change 568,263 $36.0M
Wolverine Trading, LLC 0.36% Reduce -3.7% 539,417 $35.4M
Ensign Peak Advisors, Inc 0.06% Reduce -7.4% 490,000 $32.2M
BNP Paribas Financial Markets 0.04% Add +36.0% 479,042 $31.4M
J.Safra Asset Management Corp 3.55% Add +519954.3% 478,450 $31.4M
Alps Advisors Inc. 0.22% Reduce -3.7% 469,922 $30.9M
1832 Asset Management L.P. 0.06% Add +85.6% 469,407 $30.8M
Victory Capital Management Inc. 0.03% Add +25.4% 449,686 $29.5M
US Bancorp \de 0.04% Add +1.9% 427,458 $28.1M
SPX Gestao de Recursos Ltda 2.45% New 425,353 $27.9M
WINTON GROUP Ltd 1.87% New 403,191 $26.5M
Mariner, LLC 0.05% Reduce -0.2% 380,483 $25.0M
PNC Financial Services Group, Inc. 0.02% Add +2.1% 378,487 $24.8M
Susquehanna International Group, LLP 0.04% Add +2250.3% 368,734 $24.2M
Exchange Traded Concepts, LLC 0.62% Reduce -63.1% 367,496 $24.1M
Balyasny Asset Management L.P. 0.06% Add +303.7% 327,027 $21.5M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -12.0% 325,707 $21.4M
Flagship Harbor Advisors, LLC 1.34% Add +746.9% 318,516 $20.9M
HighTower Advisors, LLC 0.03% Reduce -14.1% 303,179 $19.9M
Wealth High Governance Capital Ltda 4.40% New 300,000 $19.7M
Community Trust & Investment Co. 1.35% Add +0.9% 292,987 $19.2M
Pathstone Holdings, LLC 0.09% Reduce -3.5% 284,393 $18.7M
PGIM Custom Harvest LLC 0.46% Add +31.2% 282,889 $18.6M
Prudential Financial Inc. 0.03% Reduce -63.2% 275,124 $18.1M
Klingenstein Fields & Co. LP 0.74% New 272,524 $17.9M
Baird Financial Group, Inc. 0.04% Add +79.7% 272,052 $17.9M
CoreCap Advisors, LLC 0.89% Add +17.7% 256,551 $16.8M
Employees Provident Fund Board 0.29% New 250,000 $16.4M
One River Asset Management, LLC 5.07% Add +664.5% 245,681 $16.1M
Northern Trust Corp. 0.00% Add +2.5% 245,409 $16.1M
Longbow Finance SA 1.58% New 237,531 $15.6M
Citadel Advisors 0.02% Reduce -86.6% 235,042 $15.4M
Ally Financial Inc. 2.06% No change 232,000 $15.2M
Renaissance Technologies 0.02% Add +560.4% 231,800 $15.2M
Tudor Investment Corporation 0.18% Add +79.0% 229,557 $15.1M
Qube Research & Technologies Ltd 0.03% Reduce -58.3% 220,540 $14.5M
WNY Asset Management, LLC 2.15% Add +1826.1% 214,719 $14.1M
Corient Private Wealth LP 0.03% Reduce -23.4% 214,360 $14.1M
Assetmark, Inc. 0.04% Add +10.3% 199,390 $13.1M
Main Management LLC 1.10% Add +0.2% 196,400 $12.9M
Swan Global Investments, LLC 0.63% Reduce -8.3% 195,416 $12.8M
MML Investors Services, LLC 0.05% Add +8.7% 194,276 $12.8M
Concentric Capital Strategies, LP 0.81% New 192,711 $12.7M
First Financial Bank - Trust Division 1.19% Reduce -11.4% 189,157 $12.4M
Greenwood Gearhart LLC 1.14% Reduce -3.1% 177,997 $11.7M
Jump Financial, LLC 0.32% Reduce -22.9% 176,487 $11.6M
Vaughan David Investments LLC 0.29% Add +7.5% 175,750 $11.5M
Cornerstone Capital, Inc. 1.18% Add +770.2% 175,676 $11.5M
Hilton Capital Management, LLC 1.00% New 169,635 $11.1M
Trust Asset Management LLC 0.97% No change 169,157 $11.1M
Rockefeller Capital Management L.P. 0.03% Add +10.2% 168,995 $11.1M
Spire Wealth Management 0.20% Add +0.4% 84,078 $11.0M
Man Group plc 0.03% New 160,350 $10.5M
Prime Capital Investment Advisors, LLC 0.15% Reduce -0.2% 160,086 $10.5M
Private Advisor Group, LLC 0.07% Add +6.2% 158,548 $10.4M
Atria Wealth Solutions, Inc. 0.12% Reduce -2.5% 158,175 $10.4M
Cwm, LLC 0.05% Add +13.6% 155,820 $10.2M
Agf Management Ltd. 0.06% Add +6.5% 155,620 $10.2M
Gunma Bank,Ltd. 5.36% Add +47.6% 155,000 $10.2M
Biltmore Wealth Management, LLC 4.78% No change 158,528 $10.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +5.8% 146,471 $9.6M
Gateway Advisory, LLC 1.66% Add +5.1% 144,296 $9.5M
Full Sail Capital, LLC 0.66% Add +2.3% 143,457 $9.4M
Atria Investments, Inc 0.13% Add +26.2% 143,031 $9.4M
Estate Counselors, LLC 1.07% Reduce -2.4% 142,270 $9.3M
Millennium Management 0.01% Add +20.6% 141,322 $9.3M
Advisory Alpha, LLC 0.38% Add +6.0% 141,096 $9.3M
German American Bancorp, Inc. 1.10% Add +3.2% 139,934 $9.2M
Advisory Services Network, LLC 0.20% Add +16.5% 134,455 $8.8M
Orion Porfolio Solutions, LLC 0.09% Add +20.0% 132,802 $8.7M
Orion Portfolio Solutions, LLC 0.09% Add +20.0% 132,802 $8.7M
Prudent Investors Network, Inc. 3.22% — 130,149 $8.5M
Walleye Capital LLC 0.10% Add +56.3% 129,481 $8.5M
Oak Harvest Investment Services 1.39% Reduce -2.9% 127,541 $8.4M
Alliancebernstein L.P. 0.00% Reduce -39.4% 126,903 $8.3M
GTS Securities LLC 0.22% Reduce -47.0% 126,014 $8.3M
Meiji Yasuda Life Insurance Co 0.17% Add +26.3% 123,869 $8.1M
Meitav Investment House Ltd. 0.16% Reduce -3.0% 123,793 $8.1M
Fifth Third Securities, Inc. 0.77% Add +9.0% 121,279 $8.0M
Armstrong Advisory Group, Inc. 0.77% No change 125,217 $7.9M
J.W. Cole Advisors, Inc. 0.40% Reduce -28.5% 120,821 $7.9M
Steward Partners Investment Advisory, LLC 0.09% Add +65.8% 120,339 $7.9M
Clarity Financial LLC 1.22% Reduce -1.1% 119,922 $7.9M
Point72 Asset Management 0.02% New 119,102 $7.8M
TCV Trust & Wealth Management, Inc. 0.75% Reduce -0.3% 118,504 $7.8M
MAI Capital Management 0.08% Add +12.6% 117,767 $7.7M
Valence8 US LP 3.83% Reduce -10.1% 111,888 $7.3M
Adams Diversified Equity Fund, Inc. 0.26% New 110,000 $7.2M
NorthCoast Asset Management LLC 0.09% Add +4.9% 109,693 $7.2M
Boothbay Fund Management, LLC 0.23% Reduce -17.4% 109,679 $7.2M
Bedell Frazier Investment Counselling, LLC 1.79% Reduce -0.2% 108,936 $7.2M
Sourcerock Group LLC 0.57% Reduce -27.8% 108,679 $7.1M
IHT Wealth Management, LLC 0.28% Reduce -13.9% 108,093 $7.1M
Meritage Portfolio Management 0.45% Reduce -6.3% 108,077 $7.1M
Bank of Montreal 0.00% Reduce -7.7% 106,649 $7.0M
Kestra Advisory Services, LLC 0.05% Reduce -18.9% 106,661 $7.0M
Kwmg, LLC 0.76% Add +1.6% 105,489 $6.9M
Capital Investment Advisors, LLC 0.16% Reduce -8.5% 105,047 $6.9M
Peapack Gladstone Financial Corp. 0.11% Add +2.3% 103,007 $6.8M
Vectors Research Management, LLC 1.90% Add +240.4% 102,335 $6.7M
First Interstate Bank 0.46% Add +70.8% 102,035 $6.7M
Dynamic Advisor Solutions LLC 0.22% Reduce -7.4% 101,412 $6.7M
Dakota Wealth Management 0.17% Reduce -2.4% 101,309 $6.7M
NewEdge Advisors, LLC 0.06% Reduce -51.8% 101,200 $6.6M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -19.2% 100,538 $6.6M
Madison Park Capital Advisors, LLC 5.70% Add +3.9% 99,551 $6.5M
DAVENPORT & Co LLC 0.04% Reduce -0.6% 97,460 $6.4M
Sigma Planning Corp 0.20% Add +85.3% 96,303 $6.3M
KCM Investment Advisors LLC 0.23% Reduce -12.6% 95,439 $6.3M
Sumitomo Mitsui Financial Group, Inc. 0.19% Add +4.0% 93,200 $6.1M
Amica Mutual Insurance Co. 0.62% Reduce -38.8% 92,971 $6.1M
Forte Capital LLC 0.75% Add +0.9% 92,709 $6.1M
TAP Consulting, LLC 1.33% Add +242.3% 91,830 $6.0M
DRW Securities, LLC 0.34% Add +24.0% 91,540 $6.0M
Beacon Pointe Advisors, LLC 0.07% Add +36.2% 91,196 $6.0M
Hollow Brook Wealth Management LLC 2.18% Add +2.6% 89,737 $5.9M
Edgewood Management LLC 0.02% No change 88,486 $5.8M
Morton Community Bank 1.66% Add +12.4% 88,086 $5.8M
Krilogy Financial LLC 0.44% Add +24.8% 87,758 $5.8M
Rothschild Capital Partners, LLC 1.63% Reduce -0.8% 85,514 $5.6M
Courier Capital LLC 0.40% Add +9.3% 84,269 $5.5M
Rational Advisors, Inc. 0.52% New 83,338 $5.5M
Jane Street Group, LLC 0.01% Add +47.7% 83,193 $5.5M
Csenge Advisory Group 0.30% Reduce -0.5% 81,665 $5.4M
Graypoint LLC 0.39% Reduce -26.8% 81,568 $5.4M
Chemung Canal Trust Co. 1.03% Add +9.3% 80,983 $5.3M
Martin & Co. Inc. 1.29% Reduce -2.6% 80,203 $5.3M
Equitable Holdings, Inc. 0.06% Add +7.9% 78,713 $5.2M
One Plus One Wealth Management, LLC 2.95% Add +0.6% 78,476 $5.2M
Credit Agricole S A 0.09% Add +5.3% 79,590 $5.1M
Bar Harbor Wealth Management 0.34% Add +8.2% 77,821 $5.1M
Perkins Coie Trust Co 1.19% Add +3.3% 77,087 $5.1M
SG Americas Securities, LLC 0.03% Reduce -62.1% 76,814 $5.0M
Trek Financial, LLC 0.40% Add +46.3% 76,683 $5.0M
Integrated Wealth Concepts LLC 0.07% Add +27.7% 75,633 $5.0M
HTLF Bank 0.57% Add +6.5% 75,506 $5.0M
Power Wealth Management LLC 3.10% Add +11.0% 75,349 $4.9M
Avantax Advisory Services, Inc. 0.04% Reduce -3.2% 74,840 $4.9M
Gladstone Institutional Advisory LLC 0.27% Add +83.5% 74,783 $4.9M
Sandy Spring Bank 0.22% Reduce -3.3% 74,730 $4.9M
Vantage Financial Partners Ltd., Inc. 1.28% Reduce -2.5% 74,600 $4.9M
Quantbot Technologies LP 0.27% Add +169.0% 74,000 $4.9M
Morningstar Investment Management LLC 0.53% Add +64.3% 73,927 $4.9M
Allworth Financial LP 0.03% Reduce -38.8% 73,591 $4.8M
Innova Wealth Partners 3.63% New 71,604 $4.7M
Point72 Europe (London) LLP 0.43% Add +618.4% 70,600 $4.6M
Spirepoint Private Client, LLC 0.70% — 70,041 $4.6M
Concurrent Investment Advisors, LLC 0.19% Add +64.0% 69,980 $4.6M
BBJS Financial Advisors, LLC 1.63% Add +8.0% 69,811 $4.6M
Credit Suisse AG/ 0.00% Reduce -31.7% 69,642 $4.6M
Creative Planning 0.01% Add +4.7% 69,330 $4.6M
Mgo One Seven LLC 0.24% Add +3.3% 69,305 $4.5M
Vickerman Investment Advisors, Inc. 1.46% Add +1.5% 69,144 $4.5M
Captrust Financial Advisors 0.02% Add +6.2% 68,446 $4.5M
Comerica Bank 0.02% Reduce -9.8% 67,779 $4.4M
Asset Allocation Strategies LLC 1.57% Reduce -0.3% 67,522 $4.4M
Algorithmic Investment Models, LLC 3.20% Reduce -2.9% 66,245 $4.3M
Summit Trail Advisors, LLC 0.12% Reduce -79.6% 65,944 $4.3M
Brave Asset Management Inc. 1.12% Add +3.8% 65,693 $4.3M
AQR Capital Management 0.01% Add +0.5% 65,449 $4.3M
Cutler Group LLC / CA 2.13% New 64,265 $4.2M
Exencial Wealth Advisors, LLC 0.16% Reduce -4.3% 64,146 $4.2M
Stableford Capital II LLC 1.69% Add +37.4% 64,045 $4.2M
Independent Financial Group, LLC 0.19% Reduce -23.6% 63,207 $4.1M
Freestone Capital Holdings, LLC 0.15% Reduce -1.9% 62,676 $4.1M
Cerity Partners LLC 0.01% Reduce -41.6% 62,622 $4.1M
CIBC Private Wealth Group LLC 0.01% Reduce -86.4% 61,753 $4.0M
Second Half Financial Partners, LLC 1.78% Add +10.3% 61,123 $4.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -1.4% 59,167 $3.9M
S. R. Schill & Associates 1.68% Add +1.5% 58,886 $3.9M
Penserra Capital Management LLC 0.05% Add +30.8% 58,611 $3.8M
Fifth Third Bancorp 0.01% Reduce -16.1% 58,347 $3.8M
Berger Financial Group, Inc 0.31% Add +1433.3% 58,096 $3.8M
Grant/GrossMendelsohn, LLC 1.77% Reduce -6.7% 57,592 $3.8M
Denver Wealth Management, Inc. 1.94% Reduce -12.8% 57,813 $3.8M
Geneos Wealth Management Inc. 0.17% Reduce -0.2% 57,156 $3.8M
Blair William & Co. 0.01% Reduce -5.0% 56,874 $3.7M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -6.7% 63,325 $3.7M
Key Client Fiduciary Advisors, LLC 1.97% Add +10.8% 56,608 $3.7M
Privium Fund Management (UK) Ltd 1.79% Reduce -16.6% 55,070 $3.6M
Appleton Partners Inc. 0.27% Reduce -3.0% 53,722 $3.5M
Wealth Quarterback LLC 1.95% Add +31.9% 53,151 $3.5M
Mizuho Markets Americas LLC 0.10% New 53,150 $3.5M
Asset Advisors Investment Management, LLC 0.38% Reduce -2.1% 52,188 $3.4M
Roundview Capital LLC 0.28% Add +0.6% 52,139 $3.4M
One Wealth Map LLC 2.26% Reduce -12.6% 51,753 $3.4M
Cibc World Markets Corp. 0.02% Reduce -67.4% 51,641 $3.4M
Wedbush Securities Inc. 0.13% Reduce -0.5% 51,362 $3.4M
Regal Investment Advisors LLC 0.23% Add +15.9% 50,920 $3.3M
Rivernorth Capital Management, LLC 0.16% No change 50,000 $3.3M
EP Wealth Advisors, LLC 0.04% Reduce -10.6% 49,708 $3.3M
Cranbrook Wealth Management, LLC 0.82% Add +4.5% 49,498 $3.2M
IMZ Advisory Inc 1.65% Reduce -2.8% 48,793 $3.2M
Global Retirement Partners, LLC 0.12% Reduce -1.1% 48,632 $3.2M
IFG Advisory, LLC 0.24% Reduce -29.3% 48,603 $3.2M
AlphaMark Advisors, LLC 1.12% Reduce -0.8% 48,481 $3.2M
HCR Wealth Advisors 0.48% Reduce -0.8% 48,412 $3.2M
Bray Capital Advisors 0.80% Add +2.4% 47,977 $3.1M
Paragon Financial Partners, Inc. 2.59% Add +7.0% 47,879 $3.1M
Fiduciary Group, LLC 0.34% Add +4.5% 47,693 $3.1M
Waycross Investment Management Co 2.91% Add +2.0% 47,656 $3.1M
Kestra Private Wealth Services, LLC 0.07% Reduce -4.9% 47,429 $3.1M
CENTRAL TRUST Co 0.08% Add +0.3% 47,236 $3.1M
Connectus Wealth, LLC 0.08% Reduce -18.4% 47,201 $3.1M
Twin Focus Capital Partners, LLC 0.58% Reduce -17.6% 46,800 $3.1M
Marshall Wace, LLP 0.01% Reduce -13.3% 46,133 $3.0M
Prospera Financial Services Inc 0.09% Add +253.6% 45,565 $3.0M
Vista Finance, LLC 7.47% New 45,337 $3.0M
Apriem Advisors 0.37% No change 45,050 $3.0M
Old National Bancorp 0.07% Reduce -16.2% 44,896 $2.9M
Econ Financial Services Corp 1.81% Add +69.7% 44,506 $2.9M
Zurich Insurance Group Ltd 0.03% Add +22.1% 44,229 $2.9M
Wayfinding Financial, LLC 1.69% Reduce -31.2% 41,074 $2.9M
Legacy Private Trust Co. 0.21% Reduce -12.4% 43,756 $2.9M
Hamel Associates, Inc. 0.92% Reduce -3.5% 43,755 $2.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.8% 43,716 $2.9M
Forbes J M & Co. LLP 0.31% No change 43,604 $2.9M
Waverly Advisors, LLC 0.07% Add +880.4% 43,333 $2.8M
Keybank National Association 0.01% Reduce -1.2% 43,234 $2.8M
Private Capital Management, LLC 0.32% Add +76.0% 43,130 $2.8M
Trust Co. of Oklahoma 1.00% Reduce -0.8% 42,736 $2.8M
MV Capital Management, Inc. 0.32% Reduce -12.9% 42,214 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -45.5% 42,190 $2.8M
Meridian Investment Counsel Inc. 0.92% Add +7.9% 42,012 $2.8M
NBT Bank, N.A. 0.20% Reduce -0.9% 41,869 $2.7M
Focus Partners Wealth 0.02% Add +728.4% 40,278 $2.6M
First Merchants Corp. 0.19% Reduce -5.5% 39,359 $2.6M
Investment Partners, LTD. 1.16% Reduce -2.5% 39,116 $2.6M
Collaborative Wealth Managment Inc. 1.28% Reduce -6.7% 38,842 $2.5M
Ellis Investment Partners, LLC 0.54% Reduce -3.1% 38,055 $2.5M
Koa Wealth Management, LLC 2.25% Add +108.8% 38,020 $2.5M
WBH Advisory Inc. 0.26% Reduce -1.6% 37,808 $2.5M
Winthrop Capital Management, LLC 1.12% Add +0.6% 36,967 $2.4M
Associated Banc-Corp 0.08% Reduce -2.0% 36,830 $2.4M
Sabal Trust CO 0.14% Add +14.9% 36,747 $2.4M
Cim Investment Management Inc. 0.72% No change 36,681 $2.4M
Providence First Trust Co 1.04% Reduce -2.1% 36,669 $2.4M
Huntington National Bank 0.03% Add +0.5% 36,595 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.98% Add +3.6% 36,467 $2.4M
PFG Investments, LLC 0.14% Add +72.5% 36,321 $2.4M
Provida Pension Fund Administrator 0.06% No change 36,049 $2.4M
Cresset Asset Management, LLC 0.01% Reduce -14.5% 36,020 $2.4M
LCM Capital Management Inc 1.53% Add +0.1% 36,012 $2.4M
Resurgent Financial Advisors LLC 1.25% Add +163.6% 35,332 $2.3M
St Germain D J Co. Inc. 0.11% Add +637.3% 34,897 $2.3M
Crabel Capital Management, LLC 1.99% Add +67.8% 34,870 $2.3M
Glenmede Trust Co. NA 0.01% Reduce -0.1% 34,824 $2.3M
Raymond James Trust N.A. 0.05% Add +14.5% 34,090 $2.2M
American Assets Investment Management, LLC 0.21% No change 34,000 $2.2M
Simmons Bank 0.17% Add +14.1% 33,954 $2.2M
Greenwood Capital Associates LLC 0.30% Add +60.0% 33,852 $2.2M
Triumph Capital Management 0.90% Add +421.9% 33,739 $2.2M
Pinnacle Financial Partners Inc 0.05% Add +0.9% 33,457 $2.2M
Cary Street Partners Investment Advisory LLC 0.09% Reduce -8.5% 33,181 $2.2M
Innealta Capital, LLC 0.91% Add +0.0% 32,681 $2.1M
Cordatus Wealth Management LLC 1.55% New 32,637 $2.1M
Mercer Global Advisors Inc. 0.01% Add +18.3% 32,619 $2.1M
Sound View Wealth Advisors Group, LLC 0.23% Reduce -10.1% 32,559 $2.1M
IFP Advisors, Inc 0.09% Add +116.9% 32,462 $2.1M
J. Goldman & Co LP 0.10% New 32,357 $2.1M
Montag A & Associates Inc. 0.11% Reduce -24.1% 32,217 $2.1M
LM Advisors LLC 0.37% Reduce -5.3% 33,444 $2.1M
D.A. Davidson & Co. 0.02% Add +60.8% 31,958 $2.1M
Mutual Advisors, LLC 0.07% Reduce -55.2% 31,479 $2.1M
Wilson & Boucher Capital Management, LLC 1.63% Reduce -5.2% 31,418 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +53.3% 31,343 $2.1M
Ameritas Advisory Services, LLC 0.08% Add +18.5% 30,767 $2.1M
FMR LLC 0.00% Add +5.8% 31,091 $2.0M
Pallas Capital Advisors LLC 0.08% Add +7.7% 30,961 $2.0M
Harrell Investment Partners, LLC 0.60% Reduce -4.6% 30,756 $2.0M
Modera Wealth Management, LLC 0.03% Reduce -4.6% 30,609 $2.0M
Two Sigma Securities, LLC 0.10% Add +273.3% 30,607 $2.0M
Symmetry Investments LP 0.21% Reduce -58.6% 30,400 $2.0M
Millburn Ridgefield LLC 0.05% Reduce -8.8% 30,129 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -82.5% 30,008 $2.0M
Foundations Investment Advisors, LLC 0.05% Reduce -2.0% 29,854 $2.0M
Callan Capital, LLC 0.17% Reduce -1.8% 29,801 $2.0M
Sage Capital Advisors,llc 0.56% Add +0.6% 29,237 $1.9M
Robertson Stephens Wealth Management, LLC 0.10% Add +13.2% 29,167 $1.9M
MIdWestOne Financial Group, Inc. 0.34% Add +18.0% 28,943 $1.9M
Butensky & Cohen Financial Security, Inc. 0.59% Add +2.0% 28,811 $1.9M
Zullo Investment Group, Inc. 0.89% Add +1.2% 28,792 $1.9M
Choate Investment Advisors 0.05% New 28,650 $1.9M
Transcend Capital Advisors, LLC 0.15% Add +8.0% 28,612 $1.9M
D L Carlson Investment Group Inc. 0.37% Reduce -1.4% 28,506 $1.9M
Synovus Financial Corp. 0.02% Reduce -15.7% 28,342 $1.9M
Ayalon Insurance Comp Ltd. 0.61% Add +1.9% 27,902 $1.8M
Commerce Bank 0.01% Reduce -9.2% 27,807 $1.8M
Syon Capital LLC 0.17% Add +4.5% 27,584 $1.8M
Kingsview Wealth Management, LLC 0.05% Reduce -2.9% 27,549 $1.8M
Centiva Capital, LP 0.11% Add +393.5% 27,421 $1.8M
Clearbridge Investments, LLC 0.00% No change 27,392 $1.8M
Snowden Capital Advisors LLC 0.06% Reduce -4.6% 27,385 $1.8M
Patten & Patten Inc. 0.13% Reduce -2.6% 27,313 $1.8M
Ategra Capital Management, LLC 0.82% Add +0.8% 27,202 $1.8M
Freedom Investment Management, Inc. 0.14% Add +24.8% 26,788 $1.8M
CX Institutional 0.08% Add +50.2% 26,734 $1.8M
Focus Financial Network, Inc. 0.09% — 27,170 $1.8M
TrinityPoint Wealth, LLC 0.29% Add +10.1% 26,569 $1.7M
Ashton Thomas Private Wealth, LLC 0.10% Add +18.1% 26,323 $1.7M
Old Mission Capital LLC 0.04% New 26,186 $1.7M
Capital Investment Advisory Services, LLC 0.18% Reduce -87.1% 26,183 $1.7M
Shepherd Financial Partners LLC 0.22% Add +3.4% 26,116 $1.7M
Laurel Wealth Advisors LLC 0.29% Add +1.3% 25,997 $1.7M
Orange Investment Advisors, Inc. 0.20% Reduce -0.7% 25,880 $1.7M
AMG National Trust Bank 0.05% Add +0.3% 25,727 $1.7M
Mechanics Bank Trust Department 0.24% Reduce -4.2% 25,371 $1.7M
M&T Bank Corp 0.01% Reduce -1.4% 24,824 $1.6M
Performance Wealth Partners, LLC 0.07% Reduce -22.4% 24,820 $1.6M
Interactive Financial Advisors, Inc. 0.90% Add +164.8% 24,811 $1.6M
Axxcess Wealth Management, LLC 0.05% Reduce -2.1% 24,729 $1.6M
Premier Path Wealth Partners, LLC 0.31% Add +20.9% 24,689 $1.6M
Sendero Wealth Management, LLC 0.28% No change 24,633 $1.6M
Atom Investors LP 0.20% New 24,584 $1.6M
Flow Traders U.S. LLC 0.09% New 24,500 $1.6M
GeoWealth Management, LLC 0.06% Reduce -3.7% 24,215 $1.6M
Cabana LLC 6.76% Add +87.9% 24,383 $1.6M
Kraft, Davis & Associates, LLC 0.48% Add +10.4% 22,305 $1.6M
Johnson Investment Counsel Inc. 0.02% Reduce -2.4% 24,092 $1.6M
Securian Asset Management, Inc. 0.05% No change 24,000 $1.6M
Alerus Financial NA 0.12% New 23,844 $1.6M
Intrepid Financial Planning Group LLC 0.67% Reduce -0.4% 23,748 $1.6M
Primoris Wealth Advisors, LLC 1.25% Add +0.4% 23,729 $1.6M
Altfest L J & Co. Inc. 0.22% Add +117.3% 23,594 $1.5M
Woodmont Investment Counsel LLC 0.13% Reduce -0.7% 23,590 $1.5M
Accretive Wealth Partners, LLC 0.68% Add +0.5% 22,612 $1.5M
Harbour Investments, Inc. 0.05% Reduce -13.5% 23,453 $1.5M
Manchester Capital Management LLC 0.19% Reduce -6.9% 23,312 $1.5M
Cornerstone Advisory, LLC 0.21% New 22,740 $1.5M
HSBC Holdings PLC 0.00% Reduce -80.6% 22,701 $1.5M
Provident Co of the Employees of the Hebrew University LTD 1.57% — 22,615 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +67.6% 22,609 $1.5M
Stephens Inc. 0.02% Add +75.4% 22,464 $1.5M
Avior Wealth Management, LLC 0.07% Add +3854.9% 22,385 $1.5M
WP Advisors, LLC 0.48% Reduce -6.4% 22,348 $1.5M
Perigon Wealth Management, LLC 0.04% Add +4.3% 22,261 $1.5M
Corundum Group, Inc. 0.70% Reduce -1.2% 22,244 $1.5M
RPg Family Wealth Advisory, LLC 0.46% Add +5.6% 22,181 $1.5M
Trust Co 0.19% Add +16.5% 22,092 $1.5M
New Vernon Capital Holdings II LLC 0.75% New 21,997 $1.4M
Carnegie Investment Counsel 0.04% Reduce -37.4% 21,555 $1.4M
Chilton Investment Co. Inc. 0.04% No change 21,500 $1.4M
Proffitt & Goodson Inc. 0.25% Reduce -3.6% 21,499 $1.4M
Peoples Financial Services Corp. 0.61% Reduce -0.9% 21,494 $1.4M
Bank of Nova Scotia 0.00% Reduce -98.4% 21,400 $1.4M
Hollencrest Capital Management 0.06% No change 21,371 $1.4M
JSF Financial, LLC 0.44% Reduce -71.2% 21,314 $1.4M
TD Waterhouse Canada Inc. 0.01% Add +88.7% 20,321 $1.4M
AE Wealth Management LLC 0.02% Reduce -84.9% 21,186 $1.4M
Laraway Financial Advisors Inc 1.22% Add +2.1% 21,136 $1.4M
Marathon Trading Investment Management LLC 0.56% Reduce -4.2% 21,057 $1.4M
Private Portfolio Partners LLC 0.29% Add +24.2% 20,987 $1.4M
Parkside Investments, LLC 0.22% Add +16.9% 20,800 $1.4M
Benjamin F. Edwards & Company, Inc. 0.02% Add +243.3% 20,604 $1.4M
1ST Source Bank 0.08% Add +19.9% 20,548 $1.3M
Bank of New York Mellon Corp 0.00% Reduce -7.9% 20,524 $1.3M
Toth Financial Advisory Corp. 0.17% Add +49.7% 20,417 $1.3M
KOM Wealth Management Group, LLC 1.32% Add +1.9% 20,406 $1.3M
NCM Capital Management, LLC 0.75% Add +3.0% 20,332 $1.3M
Visionary Wealth Advisors 0.09% Add +16.5% 20,318 $1.3M
Ssi Investment Management LLC 0.53% Reduce -1.1% 20,304 $1.3M
Ranch Capital Advisors Inc. 0.71% Add +3.5% 20,121 $1.3M
Pettinga Financial Advisors LLC 0.34% Add +33.7% 20,035 $1.3M
Private Trust Co. NA 0.14% Reduce -1.3% 19,768 $1.3M
Colton Groome Financial Advisors, LLC 0.52% Add +4.3% 19,720 $1.3M
Birchcreek Wealth Management, LLC 0.66% Add +2.9% 19,221 $1.3M
PFG Advisors 0.09% Reduce -14.1% 19,139 $1.3M
City Holding Co. 0.19% Reduce -3.6% 19,106 $1.3M
Stamos Capital Partners, L.P. 0.28% Reduce -3.7% 19,100 $1.3M
ICA Group Wealth Management, LLC 0.25% Reduce -2.1% 19,014 $1.2M
Venture Visionary Partners LLC 0.06% Add +10.7% 19,002 $1.2M
Miller Howard Investments Inc. 0.04% Reduce -63.3% 18,878 $1.2M
Susquehanna International Group Ltd. 0.29% New 18,775 $1.2M
Apollon Wealth Management, LLC 0.04% Reduce -18.5% 18,739 $1.2M
StoneX Group Inc. 0.11% Add +25.3% 18,641 $1.2M
Country Club Bank 0.09% Reduce -3.5% 18,622 $1.2M
Sharper & Granite LLC 0.59% Add +1.3% 18,706 $1.2M
Bayesian Capital Management, LP 0.12% New 18,489 $1.2M
Glass Jacobson Investment Advisors llc 0.46% Reduce -4.4% 18,479 $1.2M
Blue Chip Partners, LLC 0.12% Add +185.3% 18,445 $1.2M
Park Avenue Securities LLC 0.02% Reduce -79.6% 18,365 $1.2M
Sepio Capital, LP 0.10% Reduce -3.9% 18,343 $1.2M
National Bank of Canada 0.00% Add +4.2% 16,908 $1.2M
Financial Advocates Investment Management 0.07% Reduce -0.7% 18,337 $1.2M
Guidance Capital, Inc. 0.44% Add +403.1% 18,699 $1.2M
Sowa Financial Group, Inc. 0.97% No change 18,696 $1.2M
Aristides Capital LLC 0.50% No change 18,008 $1.2M
Lanark Financial, Inc. 0.11% Reduce -9.0% 16,442 $1.2M
Ransom Advisory, Ltd 0.63% — 17,856 $1.2M
Solitude Financial Services 0.54% Reduce -10.9% 17,828 $1.2M
Capital Advisors, Ltd. LLC 0.15% Add +0.0% 17,802 $1.2M
Tiaa Trust, National Association 0.00% Add +5.1% 17,779 $1.2M
Citizens Financial Group Inc. 0.04% Add +0.5% 17,636 $1.2M
Solstein Capital, LLC 0.80% Add +19.8% 17,554 $1.2M
Waldron Private Wealth LLC 0.05% Add +285.8% 17,389 $1.1M
Engineers Gate Manager LP 0.03% Add +32.9% 17,366 $1.1M
Central Bank & Trust Co. 0.16% Add +15.2% 17,322 $1.1M
Patriot Investment Management Group, Inc. 0.09% Reduce -39.0% 17,283 $1.1M
Good Life Advisors, LLC 0.10% Add +4.0% 17,192 $1.1M
Castleview Partners, LLC 0.63% Reduce -2.2% 17,188 $1.1M
Howard Capital Management Group, LLC 0.09% Add +16.3% 17,128 $1.1M
WESPAC Advisors SoCal, LLC 0.29% Reduce -79.9% 17,103 $1.1M
Eagle Strategies LLC 0.25% New 17,043 $1.1M
Northeast Financial Consultants Inc 0.05% No change 17,038 $1.1M
Mma Asset Management LLC 0.52% Add +4.2% 15,862 $1.1M
Bay Rivers Group 0.61% Add +10.3% 16,955 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -32.0% 16,943 $1.1M
Lincoln National Corp. 0.02% Reduce -15.3% 16,865 $1.1M
Koshinski Asset Management, Inc. 0.11% Reduce -50.3% 16,664 $1.1M
Harbor Investment Advisory, LLC 0.11% Reduce -11.0% 16,543 $1.1M
Stillwater Capital Advisors, LLC 0.16% Reduce -1.4% 16,520 $1.1M
Western Wealth Management, LLC 0.08% Reduce -12.9% 16,455 $1.1M
Lido Advisors, LLC 0.01% Add +13.6% 16,297 $1.1M
Measured Wealth Private Client Group, LLC 0.37% New 16,237 $1.1M
Financial Counselors Inc. 0.02% Reduce -2.9% 16,212 $1.1M
Abbrea Capital, LLC 0.14% Reduce -0.7% 16,120 $1.1M
OneAscent Financial Services LLC 0.12% Reduce -67.1% 16,092 $1.1M
Vantage Financial Partners, LLC 0.28% New 15,973 $1.0M
Logan Stone Capital, LLC 0.22% Reduce -77.8% 15,896 $1.0M
Midwest Financial Group LLC 0.70% Add +30.6% 15,862 $1.0M
Diversified, LLC 0.14% Reduce -1.7% 15,819 $1.0M
Parallel Advisors, LLC 0.03% Reduce -20.6% 15,767 $1.0M
Alpine Global Management, LLC 0.24% Add +144.6% 15,720 $1.0M
Zuckerman Investment Group, LLC 0.12% Add +12.0% 15,708 $1.0M
Westside Investment Management, Inc. 0.25% Add +11.8% 15,694 $1.0M
Virtue Capital Management, LLC 0.18% New 15,896 $1.0M
Corrado Advisors, LLC 0.67% New 15,573 $1.0M
Elevation Point Wealth Partners, LLC 0.08% Add +5.9% 15,529 $1.0M
Wealthcare Advisory Partners LLC 0.03% Add +20.9% 15,476 $1.0M
First Trust Investment Solutions L.P. 0.18% Add +4.0% 15,332 $1.0M
Montecito Bank & Trust 0.20% Reduce -26.9% 15,320 $1.0M
Nvest Financial, LLC 0.66% Reduce -0.1% 15,126 $993K
Arrow Financial Corp 0.10% Add +0.7% 15,058 $989K
Private Wealth Group, LLC 0.51% No change 15,037 $987K
Regions Financial Corp. 0.01% Add +0.8% 14,996 $984K
First Horizon Advisors, Inc. 0.03% Reduce -4.2% 14,955 $982K
SVB Wealth LLC 0.02% Reduce -42.6% 14,796 $971K
Treynor Bancshares, Inc. 0.56% Reduce -4.1% 14,675 $963K
Accel Wealth Management 0.41% Add +0.4% 14,610 $959K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.6% 14,454 $949K
City Center Advisors, LLC 1.12% — 14,436 $948K
Strategic Blueprint, LLC 0.07% Reduce -2.1% 14,223 $934K
Venturi Wealth Management, LLC 0.06% Reduce -20.1% 14,215 $933K
Stone Summit Wealth LLC 0.32% Reduce -7.6% 14,095 $925K
Integrated Advisors Network LLC 0.05% Reduce -1.2% 14,066 $923K
Arkfeld Wealth Strategies, L.L.C. 0.51% Add +3.8% 14,221 $922K
Triangle Securities Wealth Management 0.26% Reduce -20.5% 14,027 $921K
Sowell Financial Services LLC 0.04% Reduce -44.1% 13,981 $918K
Shulman DeMeo Asset Management LLC 0.24% Reduce -13.2% 13,977 $918K
Keystone Financial Group 0.13% Add +11.3% 13,924 $914K
Merit Financial Group, LLC 0.02% Reduce -5.8% 13,362 $914K
Brookstone Capital Management 0.02% Reduce -16.2% 13,847 $909K
Magnus Financial Group LLC 0.11% Add +27.1% 13,827 $908K
Crew Capital Management, Ltd 0.74% Reduce -61.4% 13,817 $907K
Summit Financial, LLC 0.05% Reduce -2.8% 13,791 $905K
HRT Financial LP 0.01% Reduce -92.8% 13,728 $901K
USAdvisors Wealth Management, LLC 0.34% Reduce -7.6% 13,788 $899K
Valmark Advisers, Inc. 0.02% Add +0.1% 13,672 $898K
Founders Financial Securities LLC 0.09% Add +21.7% 13,597 $893K
Granite Harbor Advisors, Inc. 0.61% Add +3.4% 13,565 $891K
Cypress Capital Group 0.11% Reduce -25.0% 13,564 $890K
ExodusPoint Capital Management, LP 0.01% Reduce -89.7% 13,540 $889K
Afg Fiduciary Services Limited Partnership 0.66% Reduce -0.8% 13,466 $888K
Sage Capital Management, LLC 0.48% Add +0.6% 13,471 $884K
Narwhal Capital Management 0.09% Reduce -0.6% 13,422 $881K
Tower Research Capital LLC (TRC) 0.02% Reduce -85.5% 13,398 $880K
Wealthfront Advisers LLC 0.00% Reduce -14.2% 13,368 $878K
Telos Capital Management, Inc. 0.10% Reduce -0.3% 13,210 $867K
Fort Sheridan Advisors LLC 0.16% Reduce -15.3% 13,095 $860K
Quantinno Capital Management LP 0.02% New 12,976 $852K
Kessler Investment Group, LLC 0.52% Add +190.8% 12,893 $846K
Midland Wealth Advisors, LLC 0.05% Reduce -14.4% 12,750 $837K
Boltwood Capital Management 0.26% Reduce -2.3% 12,724 $835K
FIL Ltd 0.00% Add +2.1% 12,634 $829K
Samalin Investment Counsel, LLC 0.39% Reduce -0.9% 12,592 $827K
Bfsg, LLC 0.11% Add +1.9% 12,590 $827K
Cladis Investment Advisory, LLC 0.61% Add +10.9% 12,583 $826K
Solutions 4 Wealth, Ltd 2.29% Add +0.7% 12,405 $814K
McGlone Suttner Wealth Management, Inc. 0.15% Add +0.1% 12,284 $806K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.13% Reduce -13.4% 12,255 $805K
Heritage Wealth Advisors 0.04% Reduce -13.6% 12,240 $804K
Noesis Capital Mangement Corp. 0.18% Reduce -4.8% 12,230 $803K
Coulter & Justus Financial Services, LLC 0.18% New 12,230 $803K
Personal Cfo Solutions, LLC 0.13% Reduce -11.6% 12,201 $801K
Tocqueville Asset Management L.P. 0.01% Reduce -15.2% 12,194 $801K
CRA Financial Services, LLC 0.17% Add +22.7% 12,175 $799K
Great Valley Advisor Group, Inc. 0.02% Reduce -2.1% 12,155 $798K
Tidal Investments LLC 0.01% New 12,141 $797K
Horizon Investments, LLC 0.02% Add +48.0% 12,104 $795K
Atlas Capital Advisors Inc. 0.12% Add +4.3% 12,087 $794K
L.M. Kohn & Company 0.22% Reduce -29.4% 12,026 $789K
Farmers Trust Co. 0.16% Add +1.8% 12,014 $789K
4J Wealth Management LLC 0.68% Add +0.4% 11,991 $787K
Apexium Financial, LP 0.06% Reduce -5.3% 11,962 $785K
Neuberger Berman Group LLC 0.00% Reduce -5.3% 11,939 $784K
Certified Advisory Corp 0.11% Reduce -26.2% 11,928 $783K
Hills Bank & Trust Co 0.07% Reduce -8.3% 11,894 $781K
NewEdge Wealth, LLC 0.02% Add +74.1% 11,410 $774K
Comprehensive Wealth Management, LLC 0.60% Add +15.3% 11,765 $772K
Councilor Wealth, LLC 0.39% Reduce -0.5% 11,744 $771K
Jackson, Grant Investment Advisers, Inc. 0.32% Reduce -2.8% 11,735 $770K
Brown Advisory Inc. 0.00% Reduce -16.7% 11,721 $769K
Mesirow Financial Investment Management, Inc. 0.02% Add +42.2% 11,709 $769K
Hilltop Holdings Inc. 0.09% Add +6.9% 11,710 $769K
Jmac Enterprises LLC 0.14% Add +0.8% 11,707 $769K
Red Spruce Capital, LLC 0.35% Add +7.2% 11,656 $765K
Bluespring Wealth Management, LLC 0.08% Reduce -1.6% 11,639 $764K
Arete Wealth Advisors, LLC 0.07% Reduce -0.4% 11,536 $757K
Chesapeake Wealth Management 0.28% Add +3.9% 11,512 $756K
Arkadios Wealth Advisors 0.06% Reduce -5.7% 11,418 $750K
Pettyjohn, Wood & White, Inc. 0.15% Reduce -3.8% 11,339 $744K
Prentice Wealth Management LLC 0.26% New 11,294 $741K
David J Yvars Group 0.50% Add +0.3% 11,289 $737K
Intrua Financial, LLC 0.11% Reduce -78.0% 11,206 $736K
Lokken Investment Group LLC 0.36% Add +0.9% 11,100 $729K
Alpha Cubed Investments, LLC 0.04% Reduce -94.2% 10,998 $722K
Tyler-Stone Wealth Management 0.32% Reduce -4.5% 10,923 $717K
Moloney Securities Asset Management, LLC 0.11% Add +2.0% 10,899 $716K
Realta Investment Advisors 0.15% Reduce -37.3% 10,873 $714K
Destiny Capital Corp 0.49% No change 10,725 $704K
Oliver Lagore Vanvalin Investment Group 0.21% Reduce -30.6% 10,687 $702K
San Luis Wealth Advisors LLC 0.37% Reduce -0.6% 10,623 $697K
CreativeOne Wealth, LLC 0.03% Add +48.2% 10,577 $694K
Essex LLC 0.16% Add +3.7% 10,512 $690K
Signal Advisors Wealth, LLC 0.17% Add +36.0% 10,481 $688K
TRUE Private Wealth Advisors 0.08% Add +1.3% 10,405 $683K
Stockman Wealth Management, Inc. 0.12% Add +11.5% 10,271 $674K
Diligent Investors, LLC 0.17% Add +12.0% 10,252 $673K
Investment House LLC 0.04% Add +5.1% 10,250 $673K
Powell Investment Advisors, LLC 0.35% No change 10,215 $671K
Dumont & Blake Investment Advisors LLC 0.19% Reduce -3.5% 10,189 $669K
Texas Yale Capital Corp. 0.03% No change 10,075 $661K
Keating Wealth Management LLC 0.40% No change 10,050 $660K
Resonant Capital Advisors, LLC 0.06% No change 10,000 $657K
Penobscot Wealth Management 0.41% Reduce -36.6% 9,958 $654K
Hartline Investment Corp./ 0.12% New 9,949 $653K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -5.6% 9,949 $653K
Wexford Capital LP 0.13% Reduce -48.3% 9,927 $652K
Cypress Capital Management LLC (WY) 0.71% Reduce -0.4% 9,923 $651K
Franklin Street Advisors Inc. 0.05% Reduce -1.8% 9,920 $651K
Strategic Advisors LLC 0.13% Add +23.0% 9,891 $649K
MontVue Capital Management, Inc. 0.57% Add +0.2% 9,854 $647K
Stock Yards Bank & Trust Co. 0.02% Add +35.9% 9,854 $647K
Tyche Wealth Partners LLC 0.16% Add +1.5% 9,796 $643K
Tranquility Partners, LLC 0.25% Reduce -0.5% 9,784 $642K
Centennial Bank 0.33% Reduce -4.8% 9,770 $641K
United Asset Strategies, Inc. 0.06% Reduce -71.6% 9,723 $638K
Patton Albertson Miller Group, LLC 0.10% Reduce -4.4% 9,661 $634K
Capula Management Ltd 0.02% New 9,585 $629K
Teamwork Financial Advisors, LLC 0.10% Add +161.4% 9,584 $629K
Objective Capital Management, LLC 0.42% Add +14.6% 9,562 $628K
Salem Investment Counselors Inc. 0.02% No change 9,560 $628K
Barry Investment Advisors, LLC 0.21% Add +5.2% 9,557 $627K
Stolper Co 0.23% Add +4.2% 9,537 $626K
Relative Value Partners Group, LLC 0.04% No change 10,151 $624K
Moors & Cabot, Inc. 0.03% Add +1.3% 9,498 $624K
Buska Wealth Management, LLC 0.27% — 9,481 $622K
Allie Family Office LLC 0.36% Add +24.5% 9,437 $620K
Wesbanco Bank Inc. 0.02% Add +12.6% 9,417 $618K
U.S. Capital Wealth Advisors, LLC 0.02% Add +25.8% 9,391 $617K
Soltis Investment Advisors LLC 0.07% Add +19.8% 9,364 $615K
Correct Capital Wealth Management 0.14% Reduce -8.9% 9,299 $610K
One Capital Management, LLC 0.02% Reduce -45.9% 9,208 $605K
Burford Brothers, Inc. 0.40% Reduce -2.7% 9,203 $604K
Transform Wealth, LLC 0.06% Reduce -8.2% 9,183 $603K
Ahl Investment Management, Inc. 0.46% Add +2.7% 9,112 $598K
Keebeck Wealth Management 0.09% Reduce -2.2% 9,091 $597K
Ironsides Asset Advisors, LLC 0.20% New 9,035 $593K
Planning Directions Inc. 0.41% Reduce -67.4% 9,013 $592K
Legal & General Group Plc 0.00% No change 9,050 $590K
TrueWealth Advisors, LLC 0.23% Add +4.1% 8,981 $590K
AdvisorNet Financial, Inc 0.06% Reduce -71.6% 8,939 $587K
RFG Advisory, LLC 0.02% Add +60.3% 8,937 $587K
White Pine Capital LLC 0.22% Add +0.6% 8,782 $586K
Tradition Wealth Management, LLC 0.06% Reduce -6.0% 8,926 $586K
Benjamin Edwards Inc. 0.12% Add +240.3% 8,898 $584K
Sequoia Financial Advisors, LLC 0.01% Add +51.4% 8,888 $584K
Windsor Capital Management, LLC 0.18% Add +3.5% 8,848 $581K
Keel Point, LLC 0.06% Add +6.1% 8,834 $580K
Cornerstone National Bank & Trust Co 0.29% New 8,727 $573K
OneDigital Investment Advisors LLC 0.01% Reduce -1.5% 8,720 $572K
M3 Advisory Group, LLC 0.52% Add +0.3% 8,710 $572K
Bright Futures Wealth Management, LLC. 0.31% — 8,281 $571K
ERn Financial, LLC 0.10% Add +0.6% 8,669 $569K
CMG Global Holdings, LLC 0.39% No change 8,641 $567K
Greenleaf Trust 0.01% No change 8,572 $563K
Rockport Wealth LLC 0.38% — 8,588 $562K
1834 Investment Advisors Co. 0.07% Reduce -26.9% 8,550 $561K
Foguth Wealth Management, LLC. 0.30% — 8,529 $560K
Monetary Management Group Inc. 0.16% Add +10.4% 8,520 $559K
JBR Co Financial Management Inc 0.44% Reduce -3.8% 8,456 $555K
Allred Capital Management, LLC 0.22% Add +8.1% 8,450 $555K
International Assets Investment Management, LLC 0.06% Reduce -14.7% 8,480 $553K
Camelot Technology Advisors, Inc. 0.51% Add +0.9% 8,410 $552K
FPC Investment Advisory, Inc. 0.54% — 8,262 $551K
Eldridge Investment Advisors, Inc. 0.14% Add +4.3% 8,395 $551K
Jackson Hole Capital Partners, LLC 0.13% Add +4.0% 8,368 $549K
Rwa Wealth Partners, LLC 0.01% Reduce -35.4% 8,300 $545K
Carson Advisory Inc. 0.38% Add +2.6% 8,298 $545K
Berkshire Asset Management LLC 0.03% Add +12.7% 8,255 $542K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -62.7% 8,211 $539K
MWA Asset Management 0.39% Reduce -1.0% 8,200 $538K
Cornerstone Advisors, LLC 0.02% New 8,200 $538K
TBH Global Asset Management, LLC 0.11% Reduce -27.1% 8,175 $537K
McDaniel Terry & Co. 0.05% New 8,088 $531K
First National Bank of Hutchinson 0.35% Reduce -0.8% 8,073 $530K
FineMark National Bank & Trust 0.02% New 8,066 $530K
Maple Capital Management, Inc. 0.05% Add +2.5% 8,065 $529K
Stratos Wealth Advisors, LLC 0.03% Reduce -18.9% 8,060 $529K
Meridian Financial Advisors, LLC 0.39% Add +0.7% 8,053 $529K
Levin Capital Strategies, L.P. 0.05% New 8,000 $525K
Nwam LLC 0.04% Add +85.3% 7,559 $525K
Clear Creek Financial Management, LLC 0.07% Add +7.7% 8,027 $525K
Matthew Goff Investment Advisor, LLC 0.11% New 7,972 $523K
McAdam, LLC 0.03% Reduce -11.6% 7,942 $521K
Silverlake Wealth Management LLC 0.26% Reduce -40.7% 7,913 $519K
Kades & Cheifetz LLC 0.33% Add +1.3% 7,912 $519K
Rockingstone Advisors LLC 0.26% Add +0.3% 7,776 $510K
Optiver Holding B.V. 0.02% New 7,758 $509K
PSI Advisors, LLC 0.18% Reduce -15.3% 7,682 $504K
Consolidated Portfolio Review Corp 0.13% Reduce -9.0% 7,678 $504K
Point72 (DIFC) Ltd 0.04% — 7,674 $504K
Rehmann Capital Advisory Group 0.04% Reduce -18.5% 7,593 $499K
Chicago Partners Investment Group LLC 0.02% Add +16.1% 7,490 $497K
One Charles Private Wealth Services, LLC 0.22% Add +0.9% 7,528 $494K
Connecticut Wealth Management, LLC 0.03% No change 7,500 $492K
WealthTrust Axiom LLC 0.16% Add +8.3% 7,476 $491K
Scotia Capital Inc. 0.00% Reduce -50.8% 7,403 $486K
Nvwm, LLC 0.13% Add +0.6% 7,383 $485K
Peoples Bank 0.38% No change 7,371 $484K
Centaurus Financial, Inc. 0.03% Reduce -61.3% 7,312 $480K
Gratus Wealth Advisors, LLC 0.09% Reduce -92.6% 7,424 $478K
Paradigm, Strategies in Wealth Management, LLC 0.29% Reduce -0.8% 7,266 $477K
Aptus Capital Advisors, LLC 0.01% Reduce -1.0% 7,248 $476K
Principal Securities, Inc. 0.01% Reduce -2.3% 7,198 $473K
Cooksen Wealth, LLC 0.49% Add +13.3% 7,177 $471K
Colonial River Investments, LLC 0.26% Reduce -70.2% 7,140 $469K
Strait & Sound Wealth Management LLC 0.26% Reduce -0.5% 7,239 $468K
Capital Square, LLC 0.33% New 7,118 $467K
Avitas Wealth Management LLC 0.07% Reduce -2.0% 7,108 $467K
SeaCrest Wealth Management, LLC 0.06% Reduce -9.8% 7,077 $465K
Lion Street Advisors, LLC 0.19% No change 7,284 $461K
Northwestern Mutual Wealth Management Co. 0.00% Add +116.2% 6,922 $454K
Regis Management CO LLC 0.14% No change 6,923 $454K
SMART Wealth LLC 0.20% New 6,871 $451K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -2.7% 6,869 $451K
Empowered Funds, LLC 0.01% New 6,861 $450K
Donald L. Hagan, LLC 0.24% Add +77.0% 6,859 $450K
Myecfo, LLC 0.26% Add +3.0% 6,850 $450K
CenterStar Asset Management, LLC 0.93% New 6,836 $449K
Evanson Asset Management, LLC 0.03% Reduce -26.5% 6,763 $444K
Belpointe Asset Management LLC 0.03% Reduce -5.4% 6,742 $443K
John G Ullman & Associates Inc. 0.07% Reduce -1.5% 6,700 $440K
Dearborn Partners LLC 0.02% Add +61.9% 6,697 $440K
Waterway Wealth Management, LLC 0.19% Reduce -3.5% 6,656 $437K
Cherry Tree Wealth Management, LLC 0.11% Reduce -4.6% 6,636 $436K
Smith Anglin Financial, LLC 0.04% New 6,612 $434K
Hunting Hill Global Capital, LLC 0.25% Reduce -6.3% 6,557 $430K
Bank of Marin 0.38% Reduce -9.5% 6,527 $428K
Buckingham Strategic Wealth, LLC 0.00% Add +4.1% 6,521 $428K
Cutler Investment Counsel LLC 0.06% No change 6,519 $428K
Madden Advisory Services, Inc. 0.22% Reduce -1.3% 6,494 $426K
Level Four Advisory Services, LLC 0.02% No change 6,644 $421K
Sageworth Trust Co 0.03% Reduce -4.3% 6,368 $418K
Altura Wealth Advisors Inc. 0.49% New 6,329 $416K
Spreng Capital Management, Inc. 0.22% Reduce -2.2% 6,322 $415K
Retirement Planning Co of New England, Inc. 0.23% Add +0.4% 6,301 $414K
Lodestone Wealth Management LLC 0.22% Add +2.9% 6,283 $412K
Orrstown Financial Services Inc. 0.23% Add +19.0% 6,275 $412K
Aries Wealth Management 0.13% Reduce -19.8% 6,258 $411K
United Capital Financial Advisors, LLC 0.00% Reduce -8.3% 6,251 $410K
Two Sigma Investments, LP 0.00% Reduce -80.5% 6,200 $407K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -5.1% 6,160 $404K
Terra Nova Asset Management LLC 0.32% New 6,105 $401K
9258 Wealth Management, LLC 0.06% Add +8.7% 6,103 $401K
Florida Financial Advisors, LLC 0.29% Add +6.2% 6,102 $401K
Banco BTG Pactual S.A. 0.12% Reduce -87.8% 6,093 $400K
Advisor Resource Council 0.17% Reduce -83.3% 6,277 $398K
Menora Mivtachim Holdings LTD. 0.00% Reduce -77.4% 6,000 $394K
Narus Financial Partners, LLC 0.16% Reduce -1.8% 5,877 $386K
Colony Family Offices, LLC 0.12% No change 5,876 $386K
Marcum Wealth, LLC 0.04% Add +58.4% 5,858 $385K
Interchange Capital Partners, LLC 0.26% Add +35.3% 5,790 $385K
O'ROURKE & COMPANY, Inc 0.22% Add +31.1% 5,839 $383K
Empower Advisory Group, LLC 0.00% Reduce -5.7% 5,787 $380K
Second Line Capital, LLC 0.12% Reduce -21.7% 5,787 $380K
James Investment Research, Inc. 0.05% Reduce -0.6% 5,776 $379K
Strategic Financial Concepts, LLC 0.09% New 5,752 $378K
Mount Lucas Management LP 0.13% New 5,748 $377K
Wintrust Investments LLC 0.03% Reduce -6.5% 5,748 $377K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.7% 5,739 $377K
Wealthspire Advisors, LLC 0.01% Reduce -8.0% 5,720 $376K
NovaPoint Capital, LLC 0.13% Add +0.0% 5,717 $375K
Girard Partners LTD. 0.04% Reduce -81.4% 5,712 $375K
Fortis Group Advisors, LLC 0.07% Reduce -14.7% 5,635 $370K
Bangor Savings Bank 0.04% Reduce -18.0% 5,617 $369K
Thomasville National Bank 0.03% Add +2.9% 5,592 $367K
CKW Financial Group 0.05% No change 5,583 $364K
Harmony Asset Management LLC 0.15% New 5,524 $363K
American Financial Advisors, LLC 0.05% Reduce -0.8% 5,522 $363K
Concourse Financial Group Securities, Inc. 0.02% Reduce -57.9% 5,471 $359K
D.B. Root & Company, LLC 0.12% Add +1.9% 5,470 $359K
Moneta Group Investment Advisors LLC 0.01% Add +10.0% 5,461 $358K
Whittier Trust Co. of Nevada Inc. 0.01% Add +58.0% 5,451 $358K
Steele Capital Management, Inc. 0.02% No change 5,450 $358K
InterOcean Capital Group, LLC 0.01% Reduce -0.6% 5,445 $357K
Horizon Financial Services, LLC 0.23% Add +34.7% 5,422 $356K
Jones Financial Companies LLLP 0.00% Add +33.8% 5,403 $355K
Franklin Resources Inc. 0.00% Add +87.8% 5,377 $353K
Sollinda Capital Management LLC 0.11% Reduce -97.0% 5,362 $352K
Faithward Advisors, LLC 0.06% New 5,320 $349K
Channel Wealth LLC 0.14% New 5,277 $346K
Evernest Financial Advisors, LLC 0.16% Reduce -1.7% 5,270 $345K
First Citizens Bank & Trust Co. 0.01% New 5,225 $343K
ProVise Management Group, LLC 0.03% Add +13.6% 5,224 $343K
Chemistry Wealth Management LLC 0.09% New 5,198 $341K
Spinnaker Trust 0.02% No change 5,155 $338K
Quarry LP 0.14% New 5,108 $335K
Ingalls & Snyder LLC 0.01% Reduce -3.4% 5,076 $333K
Hennion & Walsh Asset Management, Inc. 0.02% No change 5,062 $332K
Hoylecohen, LLC 0.03% Add +3.5% 5,058 $332K
Patten Group, Inc. 0.08% Reduce -8.7% 5,054 $332K
Alterna Wealth Management, Inc. 0.27% Add +29.6% 5,053 $332K
YHB Investment Advisors, Inc. 0.03% Reduce -30.2% 5,016 $329K
Clifford Swan Investment Counsel LLC 0.01% No change 5,016 $329K
Okabena Investment Services Inc. 0.11% No change 4,995 $328K
RIA Advisory Group LLC 0.13% New 4,955 $325K
All Terrain Financial Advisors, LLC 0.14% Add +0.2% 4,947 $325K
HBW Advisory Services LLC 0.06% No change 5,073 $321K
Mid-American Wealth Advisory Group, Inc. 0.22% Reduce -23.6% 4,885 $321K
E&G Advisors, LLC 0.10% Reduce -25.5% 4,882 $321K
Plimoth Trust Co. LLC 0.09% Reduce -10.8% 4,868 $320K
Jacobi Capital Management LLC 0.03% Reduce -68.9% 4,867 $320K
Petra Financial Advisors Inc. 0.23% No change 4,846 $318K
BLB&B Advisors, LLC 0.02% Reduce -2.8% 4,830 $317K
Grey Ledge Advisors, LLC 0.09% Reduce -38.7% 4,810 $316K
Beaumont Financial Advisors, LLC 0.03% Reduce -0.8% 4,792 $315K
American Capital Advisory, LLC 0.27% Add +1580.4% 4,638 $314K
Mitchell McLeod Pugh & Williams Inc. 0.07% Reduce -0.6% 4,744 $311K
Talisman Wealth Advisors LLC 0.39% Add +18.7% 4,741 $311K
Grandview Asset Management LLC 0.14% Add +3.4% 4,734 $311K
Constitution Capital LLC 0.18% Add +4.0% 4,734 $311K
Valeo Financial Advisors, LLC 0.01% Add +9.1% 4,643 $310K
Pinnacle Associates Ltd. 0.00% Reduce -3.9% 4,652 $305K
LexAurum Advisors, LLC 0.08% Reduce -0.4% 4,630 $304K
Crescent Grove Advisors, LLC 0.03% Add +1.1% 4,626 $304K
Simplicity Wealth,LLC 0.01% Add +20.6% 4,559 $299K
Betterment LLC 0.00% Add +7.5% 4,560 $299K
Crestwood Advisors Group, LLC 0.01% Reduce -11.8% 4,546 $298K
Navis Wealth Advisors, LLC 0.35% No change 4,500 $295K
Hazlett, Burt & Watson, Inc. 0.17% No change 4,439 $291K
Successful Portfolios LLC 0.20% Reduce -2.4% 4,416 $290K
Sovereign Financial Group, Inc. 0.08% Reduce -26.8% 4,414 $290K
Iron Gate Global Advisors LLC 0.05% No change 4,434 $288K
Avantax Planning Partners, Inc. 0.01% Reduce -5.1% 4,366 $287K
Clearstead Advisors, LLC 0.01% Add +109.6% 4,002 $285K
ARS Investment Partners, LLC 0.03% Reduce -0.1% 4,328 $284K
Ellsworth Advisors, LLC 0.08% Add +0.8% 4,413 $283K
Merriman Wealth Management, LLC 0.01% Add +2.4% 4,293 $282K
Phillips Wealth Planners LLC 0.32% Add +22.5% 4,472 $281K
Schonfeld Strategic Advisors LLC 0.00% Reduce -82.3% 4,238 $278K
Mathes Company, Inc. 0.10% No change 4,200 $276K
Ascent Group, LLC 0.02% Reduce -6.8% 4,202 $276K
West Coast Financial LLC 0.03% No change 4,200 $276K
Simon Quick Advisors, LLC 0.02% Reduce -7.2% 4,185 $275K
Smith, Moore & Co. 0.03% Add +12.2% 4,176 $274K
Householder Group Estate & Retirement Specialist, LLC 0.08% Reduce -2.6% 4,172 $274K
Coastwise Capital Group, LLC 0.26% Add +8.5% 4,173 $274K
Institute for Wealth Management, LLC. 0.04% No change 4,169 $274K
BBR Partners, LLC 0.02% New 4,148 $272K
Planning Capital Management Corp 0.20% Add +126.6% 4,135 $271K
Schneider Downs Wealth Management Advisors, LP 0.06% No change 4,102 $269K
GFS Advisors, LLC 0.04% Reduce -26.8% 4,105 $269K
SignalPoint Asset Management, LLC 0.07% Add +8.3% 4,093 $269K
KG Capital Management 0.11% Add +3.9% 4,086 $268K
Berkeley Capital Partners, LLC 0.08% Reduce -63.4% 4,063 $267K
High Falls Advisors, Inc 0.07% Reduce -18.0% 4,061 $267K
First United Bank & Trust 0.10% Reduce -12.7% 4,057 $266K
Lowe Wealth Advisors, LLC 0.12% Reduce -6.6% 4,040 $265K
Pacifica Partners Inc. 0.12% No change 4,136 $265K
Novare Capital Management LLC 0.02% Reduce -32.6% 4,033 $265K
Christensen, King & Associates Investment Services, Inc. 0.13% Add +1.9% 4,033 $265K
Taylor & Morgan Wealth Management, LLC 0.19% Add +0.8% 4,025 $264K
Pittenger & Anderson Inc. 0.01% Reduce -2.4% 4,015 $264K
Warner Financial, Inc. 0.13% Add +19.9% 4,010 $263K
SteelPeak Wealth, LLC 0.01% Reduce -10.4% 4,001 $263K
Chesley Taft & Associates LLC 0.01% No change 4,000 $263K
Union Savings Bank 0.14% Reduce -8.2% 3,985 $262K
SageView Advisory Group, LLC 0.01% Reduce -53.7% 2,764 $261K
Federation des caisses Desjardins du Quebec 0.00% No change 3,968 $259K
Encompass More Asset Management 0.21% New 3,912 $257K
Watts Gwilliam & Co., LLC 0.08% — 3,587 $256K
V2 Financial group LLC 0.17% Add +4.0% 3,900 $256K
Manhattan West Asset Management, LLC 0.06% Add +9.9% 3,895 $256K
Ballentine Partners, LLC 0.00% Add +16.7% 3,847 $253K
Kanawha Capital Management LLC 0.02% Add +2.1% 3,844 $252K
Larson Financial Group LLC 0.02% Reduce -16.5% 3,841 $252K
Bryn Mawr Trust Advisors, LLC 0.01% No change 3,836 $252K
HBK Sorce Advisory LLC 0.01% Add +18.0% 3,823 $251K
Continuum Advisory, LLC 0.04% New 3,509 $250K
Romano Brothers and Company 0.03% Add +0.0% 3,809 $250K
Financial Engines Advisors L.L.C. 0.00% Add +16.9% 3,801 $250K
Capital Analysts, LLC 0.01% Reduce -54.3% 3,772 $248K
Verus Capital Partners, LLC 0.03% Reduce -31.7% 3,751 $246K
Haverford Trust Co 0.00% Add +1.8% 3,720 $244K
Edgestream Partners, L.P. 0.01% Reduce -79.3% 3,718 $244K
Washington Trust Bank 0.02% Reduce -4.5% 3,717 $244K
Strategic Wealth Partners, Ltd. 0.03% Reduce -65.4% 3,706 $243K
Advanced Asset Management Advisors Inc 0.06% Reduce -14.4% 3,705 $243K
Signet Financial Management, LLC 0.03% Reduce -38.9% 3,684 $242K
Agate Pass Investment Management, LLC 0.13% Add +7.2% 3,678 $241K
Broadleaf Partners, LLC 0.06% No change 3,641 $239K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -97.2% 3,613 $237K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -84.7% 3,575 $235K
Redwood Financial Network Corp 0.20% Add +7.2% 3,546 $233K
RMR Wealth Builders 0.03% New 3,543 $233K
Wealth Effects LLC 0.09% Reduce -16.1% 3,543 $233K
RiverFront Investment Group, LLC 0.01% Reduce -6.1% 3,526 $231K
Sunbelt Securities, Inc. 0.03% Reduce -2.0% 3,517 $231K
Transatlantique Private Wealth LLC 0.10% No change 3,500 $230K
Nabity-Jensen Investment Management Inc 0.19% No change 3,493 $229K
Advance Capital Management, Inc. 0.02% Reduce -18.8% 3,490 $229K
Community Bank, N.A. 0.03% Reduce -2.4% 3,475 $228K
Sebold Capital Management, Inc. 0.15% No change 3,472 $228K
LRI Investments, LLC 0.06% — 3,442 $226K
Acorn Financial Advisory Services Inc. 0.04% Reduce -13.7% 3,427 $225K
Atlantic Union Bankshares Corp 0.02% Reduce -57.2% 3,416 $224K
Ziegler Capital Management, LLC 0.01% No change 3,375 $222K
Obsidian Personal Planning Solutions LLC 0.14% New 3,275 $219K
NTV Asset Management LLC 0.03% Reduce -36.7% 3,325 $218K
Salomon & Ludwin, LLC 0.02% Reduce -61.4% 3,318 $218K
Ritholtz Wealth Management 0.01% Reduce -40.3% 3,301 $217K
Brighton Jones LLC 0.01% Reduce -6.2% 3,288 $216K
Johnson Financial Group, Inc. 0.01% New 3,285 $216K
Goldstein Advisors, LLC 0.04% No change 3,261 $214K
Nicolet Bankshares Inc. 0.04% No change 3,231 $212K
Eagle Ridge Investment Management 0.02% No change 3,227 $212K
Palumbo Wealth Management LLC 0.09% Reduce -4.5% 3,222 $212K
Zimmermann Investment Management & Planning LLC 0.08% New 3,211 $211K
O'shaughnessy Asset Management, LLC 0.00% Add +35.7% 3,173 $208K
Ausdal Financial Partners, Inc. 0.02% Reduce -83.2% 3,169 $208K
St. Johns Investment Management Company, LLC 0.10% Reduce -24.9% 3,162 $208K
Diversify Advisory Services, LLC 0.01% — 3,176 $207K
Braun Stacey Associates Inc. 0.01% Reduce -0.8% 3,148 $207K
Benchmark Financial Wealth Advisors, LLC 0.08% Reduce -85.9% 3,115 $205K
GYL Financial Synergies, LLC 0.02% New 3,115 $205K
Hyman Charles D 0.01% New 3,107 $204K
Arthur M. Cohen & Associates, LLC 0.04% New 3,078 $202K
Chilton Capital Management LLC 0.01% No change 3,074 $202K
MKT Advisors LLC 0.11% Reduce -8.7% 3,107 $201K
Steigerwald, Gordon & Koch Inc. 0.03% New 3,062 $201K
North Star Investment Management Corp. 0.01% Add +65.1% 3,031 $199K
American National Bank & Trust 0.03% No change 2,971 $195K
Glen Eagle Advisors, LLC 0.04% Add +1.7% 2,940 $193K
Old Second National Bank of Aurora 0.05% No change 2,900 $190K
Caldwell Trust Co 0.02% No change 2,729 $179K
Howe & Rusling Inc. 0.02% Reduce -1.9% 2,642 $173K
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.02% No change 2,600 $171K
NFSG Corp 0.07% Reduce -35.1% 2,525 $166K
LGT Financial Advisors LLC 0.19% Add +0.8% 2,470 $162K
EPG Wealth Management LLC 0.04% Add +0.1% 2,406 $158K
Arax Advisory Partners 0.02% Reduce -2.9% 2,399 $157K
Farther Finance Advisors, LLC 0.01% Add +115.4% 2,363 $154K
Dynamic Wealth Strategies, LLC 0.13% Add +16507.1% 2,325 $153K
Bokf, NA 0.00% Reduce -4.8% 2,301 $150K
Citizens National Bank Trust Department 0.03% Reduce -11.1% 2,200 $144K
HM Payson & Co. 0.00% Reduce -22.2% 2,185 $143K
Banque Cantonale Vaudoise 0.01% Reduce -7.2% 2,166 $141K
Signaturefd, LLC 0.00% Reduce -17.7% 2,137 $140K
Pacific Center for Financial Services 0.04% No change 2,136 $140K
WealthShield Partners, LLC 0.02% Reduce -84.9% 2,122 $139K
Gerber Kawasaki Wealth & Investment Management 0.01% New 2,111 $139K
Pin Oak Investment Advisors Inc. 0.13% Add +19.6% 2,108 $138K
Headlands Technologies LLC 0.03% Reduce -86.2% 2,050 $135K
MCF Advisors LLC 0.01% No change 2,040 $134K
TD Capital Management LLC 0.01% Add +11.2% 2,008 $132K
Garde Capital, Inc. 0.01% No change 2,000 $131K
Register Financial Advisors LLC 0.07% Add +303.2% 1,992 $131K
Acropolis Investment Management, LLC 0.01% No change 1,991 $131K
Horizon Bancorp Inc. 0.06% Reduce -2.1% 1,981 $130K
Abound Wealth Management 0.05% Reduce -80.7% 1,960 $129K
Key Financial Inc 0.03% No change 1,954 $128K
Colonial Trust Advisors 0.01% Add +4.5% 1,918 $126K
Atticus Wealth Management, LLC 0.04% Add +0.2% 1,907 $125K
Bollard Group LLC 0.00% Add +0.7% 1,808 $119K
Creative Financial Designs Inc. 0.01% Reduce -16.0% 1,715 $113K
Blue Trust, Inc. 0.00% Add +38.0% 1,692 $111K
Optimum Investment Advisors 0.05% Reduce -5.8% 1,637 $107K
Highline Wealth Partners LLC 0.04% Add +2.2% 1,636 $107K
Townsend Asset Management Corp. /NC/ 0.04% Add +0.3% 1,613 $106K
Evermay Wealth Management LLC 0.02% No change 1,600 $105K
University of Texas/Texas Am Investment Management Co. 0.03% No change 1,625 $103K
WASHINGTON TRUST Co 0.00% No change 1,554 $102K
Whittier Trust Co. 0.00% No change 1,532 $101K
Country Trust Bank 0.00% Reduce -73.3% 1,517 $100K
Founders Financial Alliance, LLC 0.03% Reduce -2.4% 1,478 $97K
Spectrum Wealth Counsel, LLC 0.01% New 1,404 $92K
Deutsche Bank AG 0.00% No change 1,372 $90K
UMB Bank, n.a. 0.00% Reduce -8.8% 1,359 $89K
GPS Wealth Strategies Group, LLC 0.01% No change 1,357 $89K
Independence Bank of Kentucky 0.03% Reduce -15.4% 1,339 $88K
Anchor Investment Management, LLC 0.01% Reduce -11.0% 1,289 $85K
Retirement Group, LLC 0.03% Reduce -34.2% 1,278 $84K
Naples Money Management LLC 0.08% Reduce -5.8% 1,257 $83K
Clean Yield Group 0.03% No change 1,200 $79K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,153 $76K
Carmichael Hill & Associates, Inc. 0.03% Add +0.3% 1,117 $73K
Ballast Advisors LLC 0.02% Reduce -8.5% 1,115 $73K
TD Private Client Wealth LLC 0.00% Add +6.8% 1,106 $73K
Rothschild Investment LLC 0.01% Add +22.2% 1,100 $72K
Pacific Capital Wealth Advisors, Inc. 0.02% Reduce -94.9% 1,048 $69K
Tortoise Investment Management, LLC 0.01% Reduce -16.9% 1,034 $68K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -90.4% 1,033 $68K
Avalon Trust Co 0.01% No change 1,000 $66K
Cullen/Frost Bankers, Inc. 0.00% Reduce -20.6% 998 $66K
Activest Wealth Management 0.03% Add +1160.0% 945 $62K
Security National Bank 0.01% New 944 $62K
Hoese & Co LLP 0.06% No change 990 $61K
Armor Investment Advisors, LLC 0.03% No change 935 $61K
Addison Advisors LLC 0.02% Reduce -2.3% 927 $61K
Wetzel Investment Advisors, Inc. 0.03% No change 911 $59K
Adirondack Trust Co. 0.02% No change 887 $58K
Valley Wealth Managers, Inc. 0.00% Add +32.2% 883 $58K
Founders Capital Management 0.04% Reduce -7.9% 870 $57K
SouthState Bank Corp 0.00% No change 861 $57K
Oxford Financial Group, LTD. LLC 0.00% Reduce -26.9% 806 $53K
Biltmore Family Office, LLC 0.01% No change 800 $53K
Farmers & Merchants Investments Inc. 0.00% No change 770 $51K
Front Row Advisors LLC 0.02% Add +7988.9% 728 $48K
BOK Financial Private Wealth, Inc. 0.00% Reduce -42.0% 691 $45K
Integrity Financial Corp 0.03% No change 659 $43K
Ancora Advisors LLC 0.00% Reduce -33.3% 638 $42K
Delos Wealth Advisors, LLC 0.05% No change 628 $41K
FinTrust Capital Advisors, LLC 0.01% Add +79.4% 626 $41K
JFS Wealth Advisors, LLC 0.00% Add +11.8% 625 $41K
Briaud Financial Planning Inc 0.02% New 623 $41K
Trust Co. of Vermont 0.00% No change 600 $39K
Stephens Consulting, LLC 0.01% No change 596 $39K
Cambridge Trust Co. 0.00% Reduce -84.4% 575 $38K
Abich Financial Wealth Management LLC 0.03% New 550 $36K
Friedenthal Financial 0.02% Add +2.8% 549 $36K
EverSource Wealth Advisors, LLC 0.00% Add +165.0% 530 $35K
Mather Group, Llc. 0.00% New 555 $35K
Tacita Capital Inc 0.02% No change 525 $34K
Koesten, Hirschmann & Crabtree, INC. 0.02% New 520 $34K
Tsfg, LLC 0.01% Add +131.8% 517 $34K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -52.5% 512 $34K
Washington Trust Advisors, Inc. 0.00% No change 511 $34K
Stone House Investment Management, LLC 0.01% No change 502 $33K
Gradient Investments LLC 0.00% Reduce -6.2% 497 $33K
Y.D. More Investments Ltd 0.01% Add +58.1% 476 $31K
JNBA Financial Advisors 0.00% No change 449 $29K
Byrne Asset Management LLC 0.02% Add +8.1% 428 $28K
Kelly Financial Services LLC 0.01% Add +31.0% 427 $28K
MTM Investment Management, LLC 0.01% No change 424 $28K
WR Wealth Planners, LLC 0.01% New 415 $27K
City State Bank 0.01% Add +113.2% 405 $27K
FAS Wealth Partners, Inc. 0.00% Reduce -6.2% 406 $27K
Emfo, LLC 0.02% No change 400 $26K
Pinnacle Bancorp, Inc. 0.01% No change 400 $26K
Kiely Wealth Advisory Group, Inc. 0.01% No change 369 $25K
Acima Private Wealth, LLC 0.01% No change 364 $24K
Godsey & Gibb, Inc. 0.00% No change 363 $24K
Paladin Advisory Group, LLC 0.02% Reduce -40.0% 362 $24K
Financial Gravity Asset Management, Inc. 0.01% Reduce -64.1% 354 $23K
Tucker Asset Management LLC 0.01% No change 350 $23K
First Personal Financial Services 0.01% No change 345 $23K
Albion Financial Group 0.00% No change 338 $22K
Carolinas Wealth Consulting LLC 0.00% Add +157.3% 337 $22K
Strengthening Families & Communities, LLC 0.01% Add +0.6% 336 $22K
Davis Capital Management 0.02% No change 331 $22K
Compass Wealth Management LLC 0.01% No change 310 $20K
Advantage Trust Co 0.01% No change 308 $20K
Investors Research Corp 0.00% No change 305 $20K
Psagot Value Holdings Ltd. / (Israel) 0.18% Add +29.2% 310 $20K
Smithfield Trust Co 0.00% No change 300 $20K
Piscataqua Savings Bank 0.02% No change 300 $20K
Parkside Financial Bank & Trust 0.00% No change 300 $20K
HHM Wealth Advisors, LLC 0.00% No change 300 $20K
Baldwin Wealth Partners LLC 0.00% No change 300 $20K
NorthRock Partners, LLC 0.00% Reduce -23.7% 300 $20K
Vima LLC 0.02% No change 290 $20K
Sawyer & Company, Inc 0.01% No change 281 $18K
Norwood Financial Corp 0.03% No change 280 $18K
Bellevue Asset Management, LLC 0.01% No change 280 $18K
Provident Wealth Management, LLC 0.01% New 277 $18K
New Republic Capital, LLC 0.01% No change 270 $18K
Bank of New Hampshire 0.00% Add +285.7% 270 $18K
Archer Investment Corp 0.01% No change 261 $17K
Hilltop National Bank 0.01% — 256 $17K
GAMMA Investing LLC 0.00% No change 242 $16K
LifeSteps Financial, Inc. 0.01% New 241 $16K
Cornerstone Planning Group LLC 0.00% Reduce -40.8% 232 $16K
Crewe Advisors LLC 0.00% New 240 $16K
SOA Wealth Advisors, LLC. 0.00% Add +0.8% 238 $16K
FRG Family Wealth Advisors LLC 0.00% New 225 $15K
Global Financial Private Client, LLC 0.01% No change 229 $15K
Tidemark, LLC 0.01% No change 227 $15K
Hexagon Capital Partners LLC 0.00% Add +72.1% 222 $15K
Institutional & Family Asset Management, LLC 0.00% No change 215 $14K
Scarborough Advisors, LLC 0.01% Add +1.0% 204 $13K
Ameritas Investment Partners, Inc. 0.00% Add +8.1% 201 $13K
Sittner & Nelson, LLC 0.01% No change 200 $13K
Belmont Capital, LLC 0.00% No change 183 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 180 $12K
FWL Investment Management, LLC 0.01% Add +29.0% 178 $12K
Main Street Group, LTD 0.01% No change 175 $11K
GoalVest Advisory LLC 0.00% Add +0.6% 172 $11K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 171 $11K
Resources Management Corp. /CT/ 0.00% No change 160 $11K
Winch Advisory Services, LLC 0.00% Add +0.6% 165 $11K
Coston, McIsaac & Partners 0.00% Add +0.7% 155 $10K
Hanson & Doremus Investment Management 0.00% No change 150 $10K
Sound Income Strategies, LLC 0.00% Reduce -64.0% 151 $10K
Wolff Wiese Magana LLC 0.01% No change 150 $10K
Core Wealth Advisors, Inc. 0.00% No change 150 $10K
Colonial Trust Co / SC 0.00% No change 150 $10K
Gilliland Jeter Wealth Management LLC 0.00% New 144 $9K
Private Ocean, LLC 0.00% Reduce -51.5% 142 $9K
Hoey Investments, Inc. 0.00% No change 125 $8K
Avion Wealth 0.00% No change 111 $8K
Raleigh Capital Management Inc. 0.00% Add +138.0% 119 $8K
SJS Investment Consulting Inc. 0.00% Reduce -90.5% 115 $8K
Motco 0.00% No change 114 $7K
Indiana Trust & Investment Management Co 0.00% No change 113 $7K
Halpern Financial, Inc. 0.00% No change 108 $7K
Oakworth Capital, Inc. 0.00% No change 106 $7K
Rogco, LP 0.00% No change 105 $7K
Rise Advisors, LLC 0.00% Add +1.0% 104 $7K
C M Bidwell & Associates Ltd. 0.00% No change 101 $7K
MGB Wealth Management, LLC 0.00% Add +100.0% 100 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -92.7% 100 $7K
Balefire, LLC 0.00% Add +1300.0% 98 $6K
Duncker Streett & Co. Inc. 0.00% No change 92 $6K
FNY Investment Advisers, LLC 0.00% No change 100 $6K
Hantz Financial Services, Inc. 0.00% New 84 $6K
United Community Bank 0.00% Reduce -73.2% 86 $6K
Lindbrook Capital, LLC 0.00% No change 80 $5K
Eukles Asset Management 0.00% New 78 $5K
Covestor Ltd 0.00% Reduce -20.4% 78 $5K
Financial Perspectives, Inc 0.00% No change 71 $5K
REAP Financial Group, LLC 0.00% No change 70 $5K
Cedar Mountain Advisors, LLC 0.00% No change 69 $5K
First Manhattan Co. Llc. 0.00% Reduce -88.7% 64 $4K
PFS Partners, LLC 0.00% No change 63 $4K
Pathway Financial Advisers, LLC 0.00% Reduce -50.4% 57 $4K
First Command Advisory Services, Inc. 0.00% Reduce -87.4% 50 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 49 $3K
First PREMIER Bank 0.00% Add +8.3% 39 $3K
Iron Horse Wealth Management, LLC 0.00% No change 45 $3K
TCTC Holdings, LLC 0.00% No change 41 $3K
Barrett & Company, Inc. 0.00% No change 39 $3K
Private Capital Management LLC 0.00% New 38 $2K
Tompkins Financial Corp. 0.00% New 35 $2K
JDM Financial Group LLC 0.00% No change 33 $2K
Future Financial Wealth Managment LLC 0.00% New 33 $2K
Caitlin John, LLC 0.00% Add +625.0% 29 $2K
Central Pacific Bank - Trust Division 0.00% — 28 $2K
Mechanics Financial Corp 0.00% No change 27 $2K
Delta Asset Management LLC 0.00% No change 25 $2K
Beacon Capital Management, LLC 0.00% No change 19 $1K
Cordgrass Capital Advisors, LLC 0.00% New 17 $1K
VitalStone Financial, LLC 0.00% Reduce -73.5% 18 $1K
Roble, Belko & Company, Inc 0.00% No change 12 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Vermillion & White Wealth Management Group, LLC 0.00% New 10 $671
Rakuten Securities, Inc. 0.00% New 10 $657
Balentine LLC 0.00% No change 9 $591
Parallax Volatility Advisers, L.P. 0.00% No change 1 $66
FSC Wealth Advisors, LLC 0.00% No change 1 $66
NewSquare Capital LLC 0.00% New 1 $43
Centerpoint Advisors, LLC 0.00% No change 1 $0

"% of holder's portfolio" is XLU's weight in each manager's 13F, not the share of St Sr Utl SL SE SPDR ETF-Usd the manager owns.