SS Consumer Disc Select SectXLYETF

13F holders, Q1 2024 (March 31)
1,135holders
8famous investors
$183.84avg. 13F price*

At the end of Q1 2024, 1,135 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings. The largest holders were Bank of America Corp. ($3.8B), JPMorgan Chase & Co. ($743.9M) and Morgan Stanley ($627.5M). 8 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).

Company
SS Consumer Disc Select Sect
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y407
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions90$329.0M
Exits92$322.4M

Ownership 1,135 holders

Bank of America Corp. 0.38% Add +11.7% 20,847,317 $3.8B
JPMorgan Chase & Co. 0.07% Add +7.5% 4,045,485 $743.9M
Morgan Stanley 0.05% Reduce -1.8% 3,412,620 $627.5M
Wells Fargo & Company 0.14% Add +10.4% 2,910,348 $535.2M
Envestnet Asset Management Inc. 0.16% Add +11.3% 2,385,170 $438.6M
UBS Group AG 0.12% Add +0.4% 1,907,993 $350.9M
Ameriprise Financial Inc. 0.10% Add +57.5% 1,880,747 $346.2M
Raymond James & Associates 0.21% Add +2.9% 1,686,630 $310.2M
PGIM Custom Harvest LLC 7.31% Add +8.1% 1,606,150 $295.4M
CHURCHILL MANAGEMENT Corp 3.62% Reduce -2.9% 1,578,353 $290.2M
Janney Montgomery Scott LLC 0.74% Add +0.3% 1,357,166 $249.6M
LPL Financial LLC 0.13% Add +14.1% 1,340,367 $246.5M
BlackRock Inc. 0.01% Add +35.4% 1,206,574 $221.9M
Citigroup Inc. 0.23% Add +596.9% 1,135,170 $208.7M
Truist Financial Corp. 0.31% Reduce -3.0% 1,127,263 $207.3M
WestEnd Advisors, LLC 4.71% Add +2.5% 988,059 $181.7M
Migdal Insurance & Financial Holdings Ltd. 2.90% Add +46.2% 985,757 $181.3M
Goldman Sachs Group Inc. 0.04% Reduce -20.0% 933,509 $171.7M
Fisher Asset Management 0.07% Reduce -5.4% 795,349 $146.3M
Cibc World Market Inc. 0.37% Reduce -37.9% 783,944 $144.2M
Agf Management Ltd. 0.76% Add +41.7% 739,515 $136.0M
Charles Schwab Investment Management Inc. 0.03% Reduce -6.7% 728,115 $133.9M
Royal Bank of Canada 0.03% Add +8.5% 685,758 $126.1M
Healthcare of Ontario Pension Plan Trust Fund 0.42% No change 650,000 $119.5M
Natixis 0.61% Add +495.9% 600,180 $110.4M
D. E. Shaw & Co. 0.15% Add +1035.4% 576,881 $106.1M
Raymond James Financial Services Advisors, Inc. 0.14% Reduce -9.3% 512,217 $94.2M
Longbow Finance SA 8.90% New 478,534 $88.0M
Factory Mutual Insurance Co. 0.90% Reduce -25.2% 425,063 $78.2M
Two Sigma Advisers, LP 0.16% New 372,700 $68.5M
Cetera Investment Advisers 0.14% Add +424.8% 327,152 $60.2M
Swan Global Investments, LLC 2.94% Reduce -7.1% 325,288 $59.8M
Two Sigma Investments, LP 0.15% Add +109.7% 317,991 $58.5M
Walleye Capital LLC 0.70% Add +189.6% 317,592 $58.4M
Stifel Financial Corp. 0.07% Reduce -7.0% 317,319 $58.4M
Victory Capital Management Inc. 0.06% Add +10.4% 302,417 $55.6M
HighTower Advisors, LLC 0.09% Add +2.5% 300,867 $55.3M
Marex Group Ltd 1.79% New 300,000 $55.2M
US Bancorp \de 0.08% Reduce -1.1% 297,728 $54.7M
Qube Research & Technologies Ltd 0.10% Reduce -7.9% 296,758 $54.6M
Commonwealth Equity Services, LLC 0.09% Add +3.3% 295,378 $54.3M
Northern Trust Corp. 0.01% Add +0.5% 295,020 $54.3M
State Street Corp. 0.00% Add +5.6% 288,982 $53.1M
Wolverine Trading, LLC 0.53% Add +10.8% 285,136 $52.4M
Jane Street Group, LLC 0.07% Add +419.9% 282,706 $52.0M
Osaic Holdings, Inc. 0.10% Reduce -38.7% 254,673 $46.9M
MML Investors Services, LLC 0.18% Add +22.7% 243,186 $44.7M
Citadel Advisors 0.04% Add +119.3% 238,720 $43.9M
Rockefeller Capital Management L.P. 0.13% Add +49.2% 236,842 $43.6M
Meitav Investment House Ltd. 0.85% Add +0.3% 235,416 $43.3M
Squarepoint Ops LLC 0.18% Reduce -32.3% 233,816 $43.0M
Millennium Management 0.04% Add +308.9% 232,720 $42.8M
Gerber Kawasaki Wealth & Investment Management 2.26% Add +6.5% 227,901 $41.9M
RiverFront Investment Group, LLC 1.18% Add +1.9% 227,300 $41.8M
KCM Investment Advisors LLC 1.53% Add +0.6% 224,063 $41.2M
Capital Investment Advisors, LLC 0.95% Add +480.9% 222,168 $40.9M
Peapack Gladstone Financial Corp. 0.63% Add +0.0% 218,729 $40.2M
Susquehanna International Group, LLP 0.06% Add +75.3% 217,721 $40.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.19% Add +285.6% 210,488 $38.7M
Barclays PLC 0.02% Reduce -93.8% 210,456 $38.7M
EP Wealth Advisors, LLC 0.43% Add +102.8% 200,939 $37.0M
Advisory Alpha, LLC 1.46% Add +0.3% 192,737 $35.4M
Armstrong Advisory Group, Inc. 3.42% No change 196,822 $35.2M
Full Sail Capital, LLC 2.15% Add +4.5% 167,946 $30.9M
Alps Advisors Inc. 0.22% Reduce -3.8% 167,494 $30.8M
Thrivent Financial for Lutherans 0.06% Add +58.9% 164,713 $30.3M
TD Asset Management Inc 0.03% No change 150,000 $27.6M
PNC Financial Services Group, Inc. 0.02% Reduce -1.9% 143,267 $26.3M
Assetmark, Inc. 0.08% Add +2.5% 136,253 $25.1M
CW Advisors, LLC 0.42% Reduce -47.7% 132,393 $24.3M
Bar Harbor Wealth Management 1.62% Add +0.1% 131,363 $24.2M
Trek Financial, LLC 1.88% Reduce -7.4% 129,334 $23.8M
Spinnaker Trust 1.48% Reduce -3.0% 124,690 $22.9M
Bellwether Advisors, LLC 4.91% Add +11.3% 121,637 $22.4M
Mariner, LLC 0.05% Reduce -14.9% 120,888 $22.2M
Salomon & Ludwin, LLC 1.91% Add +2.2% 120,405 $22.2M
Cwm, LLC 0.11% Reduce -0.1% 119,026 $21.9M
Corient Private Wealth LP 0.04% Reduce -24.7% 117,266 $21.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.85% No change 115,537 $21.3M
SG Americas Securities, LLC 0.11% Add +17.7% 115,135 $21.2M
Lido Advisors, LLC 0.19% Reduce -6.4% 114,906 $21.1M
Graypoint LLC 1.46% Add +0.7% 109,376 $20.1M
Wellspring Financial Advisors, LLC 3.12% Add +68.8% 107,536 $19.8M
Pathstone Holdings, LLC 0.09% Add +0.5% 103,371 $19.0M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -31.3% 102,960 $18.9M
Biltmore Wealth Management, LLC 8.59% No change 100,943 $18.0M
Balyasny Asset Management L.P. 0.05% Reduce -43.5% 97,941 $18.0M
Janney Capital Management LLC 1.19% Reduce -2.7% 97,076 $17.9M
Oppenheimer Asset Management Inc. 0.26% Add +91.4% 96,800 $17.8M
Old National Bancorp 0.41% Reduce -9.1% 93,962 $17.3M
Martin & Co. Inc. 4.05% Reduce -2.9% 90,061 $16.6M
IMZ Advisory Inc 8.30% Add +1.9% 87,507 $16.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.52% New 86,000 $15.8M
Harel Insurance Investments & Financial Services Ltd. 0.30% Add +0.1% 85,249 $15.7M
WBH Advisory Inc. 1.59% Add +8.5% 84,020 $15.5M
Centaurus Financial, Inc. 1.08% Reduce -5.8% 84,009 $15.4M
Private Advisor Group, LLC 0.10% Reduce -29.9% 77,319 $14.2M
Baird Financial Group, Inc. 0.03% Reduce -5.1% 76,222 $14.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -54.7% 73,820 $13.6M
Atria Investments, Inc 0.19% Add +12.4% 73,158 $13.5M
Walleye Trading LLC 0.22% New 73,027 $13.4M
Kingsview Wealth Management, LLC 0.33% Reduce -42.3% 71,218 $13.1M
Camarda Financial Advisors, LLC 5.18% Reduce -1.7% 69,682 $12.8M
IHT Wealth Management, LLC 0.51% Add +10.8% 69,594 $12.8M
Bank of Montreal 0.00% Reduce -88.6% 69,147 $12.7M
Ashton Thomas Private Wealth, LLC 0.72% Add +21.0% 68,659 $12.6M
Avantax Advisory Services, Inc. 0.11% Add +15.4% 67,871 $12.5M
Intrua Financial, LLC 1.89% Add +520.0% 66,267 $12.2M
Prudential Financial Inc. 0.02% Add +32.5% 65,984 $12.1M
Fifth Third Bancorp 0.05% Reduce -9.3% 65,843 $12.1M
Krilogy Financial LLC 0.92% Reduce -3.9% 65,128 $12.0M
Zurich Insurance Group Ltd 0.11% Add +2.3% 65,104 $11.8M
Comerica Bank 0.05% Reduce -0.9% 62,970 $11.6M
Cubist Systematic Strategies, LLC 0.13% New 62,893 $11.6M
Alliancebernstein L.P. 0.00% Add +1295.3% 61,045 $11.2M
BNP Paribas Financial Markets 0.01% Add +25.4% 60,835 $11.2M
Tucker Asset Management LLC 2.57% Add +16.2% 60,487 $11.1M
Hollencrest Capital Management 0.51% Add +15239.7% 60,285 $11.1M
Stillwater Capital Advisors, LLC 1.62% Reduce -1.1% 59,426 $10.9M
Steward Partners Investment Advisory, LLC 0.12% Reduce -7.6% 59,019 $10.9M
Ayalon Insurance Comp Ltd. 3.59% Reduce -29.9% 58,769 $10.8M
Stadion Money Management, LLC 0.69% Add +2.4% 57,842 $10.6M
Petredis Investment Advisors LLC 1.25% Reduce -1.0% 56,709 $10.4M
MMBG Investment Advisors Co. 1.08% No change 55,916 $10.3M
Tradewinds Capital Management, LLC 2.82% Add +555080.0% 55,518 $10.2M
Long Run Wealth Advisors, LLC 2.63% Add +5.4% 54,323 $10.0M
Provida Pension Fund Administrator 0.25% Reduce -68.9% 54,220 $10.0M
Allspring Global Investments Holdings, LLC 0.02% Reduce -13.8% 54,237 $10.0M
Clarity Financial LLC 1.54% Reduce -1.1% 54,155 $10.0M
Mutual Advisors, LLC 0.32% Reduce -14.9% 53,849 $9.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.63% Add +0.0% 53,750 $9.9M
Innealta Capital, LLC 4.12% Reduce -0.0% 52,994 $9.7M
Ameraudi Asset Management, Inc. 4.47% Reduce -5.5% 52,208 $9.6M
Envestnet Portfolio Solutions, Inc. 0.03% Add +91.0% 49,807 $9.2M
DAVENPORT & Co LLC 0.06% Reduce -1.2% 48,992 $9.0M
Kestra Advisory Services, LLC 0.06% Add +48.0% 47,674 $8.8M
Invst, LLC 1.03% Reduce -0.2% 47,726 $8.7M
Mercer Global Advisors Inc. 0.02% Add +59.7% 47,545 $8.7M
Cornerstone Wealth Group, LLC 0.80% New 47,280 $8.7M
German American Bancorp, Inc. 1.04% Reduce -13.1% 46,859 $8.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -5.3% 46,820 $8.6M
Astor Investment Management LLC 3.40% Add +30.4% 46,598 $8.6M
Jump Financial, LLC 0.23% New 46,010 $8.5M
FMR LLC 0.00% Add +8.1% 45,719 $8.4M
Tudor Investment Corporation 0.10% Reduce -56.2% 45,695 $8.4M
Premier Path Wealth Partners, LLC 1.56% Add +18.3% 45,190 $8.3M
Advisory Services Network, LLC 0.18% Add +6.1% 43,750 $8.0M
Forbes J M & Co. LLP 0.87% No change 43,438 $8.0M
Bank Hapoalim BM 1.07% Add +11.2% 43,021 $7.9M
BW Gestao de Investimentos Ltda. 0.70% No change 42,625 $7.8M
Creative Planning 0.01% Add +1.9% 42,605 $7.8M
Quantitative Investment Management, LLC 0.45% New 42,002 $7.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.94% No change 40,539 $7.5M
Estate Counselors, LLC 0.85% Reduce -0.8% 40,400 $7.4M
Vickerman Investment Advisors, Inc. 2.35% Add +0.7% 39,592 $7.3M
Proquility Private Wealth Partners, LLC 2.49% Add +5.6% 39,520 $7.3M
Spectrum Wealth Counsel, LLC 0.88% Add +5789.9% 38,991 $7.2M
Point72 Asset Management 0.02% Reduce -50.4% 38,923 $7.2M
Jessup Wealth Management, Inc 3.02% Add +6.5% 38,322 $7.0M
Davis R M Inc. 0.15% Reduce -3.7% 38,244 $7.0M
Callan Capital, LLC 0.62% Reduce -2.3% 38,223 $7.0M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -3.3% 37,877 $7.0M
First Interstate Bank 0.46% Add +1.9% 35,967 $6.6M
Equitable Holdings, Inc. 0.07% Add +6.7% 35,926 $6.6M
Robertson Stephens Wealth Management, LLC 0.36% Add +4.2% 35,640 $6.6M
Orange Investment Advisors, Inc. 0.78% Add +0.6% 35,555 $6.5M
Sykon Capital LLC 2.36% Add +1.3% 35,497 $6.5M
Keebeck Wealth Management 0.95% Reduce -2.1% 35,296 $6.5M
Farmers Trust Co. 1.30% Reduce -0.8% 35,033 $6.4M
TCP Asset Management, LLC 1.70% Add +44.6% 34,925 $6.4M
Chemung Canal Trust Co. 1.24% Add +2.0% 34,910 $6.4M
Tower Research Capital LLC (TRC) 0.15% Reduce -69.5% 34,435 $6.3M
Brave Asset Management Inc. 1.63% Add +4.2% 34,098 $6.3M
Carnegie Investment Counsel 0.19% Add +4.2% 33,909 $6.2M
Cresset Asset Management, LLC 0.03% Add +34.2% 33,488 $6.2M
Atria Wealth Solutions, Inc. 0.07% Add +17.8% 33,312 $6.1M
Harbour Trust & Investment Management Co 0.77% Reduce -6.3% 33,194 $6.1M
Park Avenue Securities LLC 0.08% Add +67.0% 33,126 $6.1M
Darwin Wealth Management, LLC 1.69% Add +27.2% 32,937 $6.1M
Pinnacle Associates Ltd. 0.10% Reduce -1.3% 32,907 $6.1M
GTS Securities LLC 0.16% Reduce -79.3% 32,646 $6.0M
First Merchants Corp. 0.45% Reduce -4.9% 32,622 $6.0M
Rothschild Capital Partners, LLC 1.65% Reduce -34.7% 30,933 $5.7M
Concurrent Investment Advisors, LLC 0.23% Add +0.2% 30,686 $5.6M
Segment Wealth Management, LLC 0.43% Add +1.0% 30,421 $5.6M
Atlas Capital Advisors Inc. 0.87% Reduce -16.4% 30,275 $5.6M
AdvisorShares Investments LLC 1.02% Add +61.9% 30,112 $5.5M
Advisor OS, LLC 0.63% Add +22.0% 29,748 $5.5M
Trilogy Capital Inc. 0.31% Reduce -38.5% 29,729 $5.5M
CoreCap Advisors, LLC 0.29% Add +9.1% 29,572 $5.4M
J.W. Cole Advisors, Inc. 0.27% Add +16.2% 29,634 $5.4M
Alerus Financial NA 0.41% Reduce -43.6% 29,318 $5.4M
Tamar Securities, LLC 0.91% Reduce -1.9% 29,221 $5.4M
Sandy Spring Bank 0.24% Reduce -5.4% 28,833 $5.3M
HSBC Holdings PLC 0.00% Add +10.4% 28,638 $5.3M
Freedom Investment Management, Inc. 0.42% Add +8.8% 28,452 $5.2M
Winthrop Capital Management, LLC 2.39% Add +0.1% 28,209 $5.2M
First Trust Investment Solutions L.P. 0.91% Add +6.4% 28,088 $5.2M
Elevation Point Wealth Partners, LLC 0.39% Add +6.1% 27,810 $5.1M
Dakota Wealth Management 0.13% Add +1.6% 27,271 $5.0M
Colton Groome Financial Advisors, LLC 2.01% Add +11.7% 27,239 $5.0M
Stephens Inc. 0.08% Add +6.1% 27,229 $5.0M
GeoWealth Management, LLC 0.19% Reduce -22.6% 27,190 $5.0M
Steele Capital Management, Inc. 0.29% Add +9.8% 27,172 $5.0M
Simplicity Wealth,LLC 0.12% Add +974.4% 27,118 $5.0M
Simmons Bank 0.37% Reduce -0.2% 27,011 $5.0M
Pallas Capital Advisors LLC 0.20% Add +7.0% 26,624 $4.9M
Trust Co 0.64% Add +14.1% 26,619 $4.9M
Maven Securities LTD 0.29% Reduce -31.8% 26,540 $4.9M
Innova Wealth Partners 3.77% Reduce -0.8% 26,509 $4.9M
Toth Financial Advisory Corp. 0.61% Add +5.1% 26,415 $4.9M
Ferguson Wellman Capital Management, Inc. 0.10% Reduce -3.4% 25,980 $4.8M
Scotia Capital Inc. 0.03% Add +4.0% 25,685 $4.7M
Spire Wealth Management 0.09% Reduce -38.8% 25,666 $4.7M
RFG Advisory, LLC 0.16% Add +15.6% 25,436 $4.7M
M&T Bank Corp 0.02% Add +3.1% 25,320 $4.7M
Gladstone Institutional Advisory LLC 0.25% Reduce -21.5% 25,239 $4.6M
Turtle Creek Wealth Advisors, LLC 1.13% Add +7.0% 25,012 $4.6M
Howard Capital Management Group, LLC 0.35% Reduce -3.2% 24,986 $4.6M
Financial Counselors Inc. 0.08% Reduce -2.0% 24,968 $4.6M
Arrow Investment Advisors, LLC 3.91% Reduce -11.1% 24,893 $4.6M
Ameritas Advisory Services, LLC 0.19% Add +18.1% 24,598 $4.5M
James Investment Research, Inc. 0.53% Reduce -3.3% 24,026 $4.4M
Focus Financial Network, Inc. 0.21% — 25,735 $4.4M
Credit Suisse AG/ 0.00% Reduce -61.6% 23,904 $4.4M
Granite Harbor Advisors, Inc. 2.98% Add +1.3% 23,774 $4.4M
Glenmede Trust Co. NA 0.02% Reduce -1.6% 23,620 $4.3M
Neville Rodie & Shaw Inc. 0.33% Add +0.4% 23,595 $4.3M
Keybank National Association 0.02% Reduce -3.5% 23,312 $4.3M
MAI Capital Management 0.04% Add +6.8% 23,028 $4.2M
Associated Banc-Corp 0.13% Reduce -1.4% 22,980 $4.2M
Founders Financial Securities LLC 0.44% Reduce -3.9% 22,959 $4.2M
Peterson Wealth Management 3.05% Add +2.3% 22,940 $4.2M
J. Goldman & Co LP 0.19% Reduce -82.5% 22,684 $4.2M
TCV Trust & Wealth Management, Inc. 0.40% Reduce -0.1% 22,557 $4.1M
Horizon Investments, LLC 0.11% Reduce -3.3% 22,511 $4.1M
Transcend Capital Advisors, LLC 0.32% Add +1.5% 21,831 $4.0M
Kennicott Capital Management LLC 1.77% Add +0.3% 21,818 $4.0M
Elevated Capital Advisors, LLC 1.14% Add +35.6% 21,700 $4.0M
Retirement Planning Group, LLC 0.30% Add +403.1% 21,519 $4.0M
Sabal Trust CO 0.23% Reduce -7.5% 21,513 $4.0M
Foundations Investment Advisors, LLC 0.10% Reduce -21.2% 20,812 $3.8M
Merit Financial Group, LLC 0.09% Add +157.6% 21,435 $3.8M
Retireful, LLC 1.58% Add +819.3% 20,665 $3.8M
Harrell Investment Partners, LLC 1.12% Reduce -5.6% 20,479 $3.8M
BlueCrest Capital Management Ltd 1.88% New 20,382 $3.7M
Orleans Capital Management Corp. 2.46% Add +3.6% 20,365 $3.7M
Sigma Planning Corp 0.12% Add +119.6% 20,163 $3.7M
Man Group plc 0.01% Reduce -64.6% 20,093 $3.7M
Jackson, Grant Investment Advisers, Inc. 1.51% Reduce -3.3% 20,002 $3.7M
Clal Insurance Enterprises Holdings Ltd 0.04% No change 20,000 $3.7M
NewEdge Advisors, LLC 0.03% Add +4.2% 19,990 $3.7M
Venturi Wealth Management, LLC 0.23% Reduce -11.5% 19,883 $3.7M
B. Riley Wealth Advisors, Inc. 0.10% Add +6.8% 22,684 $3.7M
Nwam LLC 0.29% Reduce -1.4% 20,285 $3.6M
1832 Asset Management L.P. 0.01% New 19,665 $3.6M
TRUE Private Wealth Advisors 0.41% Add +0.5% 19,473 $3.6M
Blair William & Co. 0.01% Reduce -3.1% 19,389 $3.6M
Bfsg, LLC 0.47% Add +7.7% 19,366 $3.6M
Fca Corp. 1.15% Reduce -0.3% 19,274 $3.5M
Benjamin F. Edwards & Company, Inc. 0.06% Add +7.8% 19,249 $3.5M
Integrated Wealth Concepts LLC 0.05% Add +48.3% 18,941 $3.5M
ExodusPoint Capital Management, LP 0.04% Add +147.5% 18,750 $3.4M
Cooksen Wealth, LLC 3.54% Add +10.6% 18,486 $3.4M
Brandywine Oak Private Wealth LLC 0.35% Reduce -0.5% 18,418 $3.4M
Stockman Wealth Management, Inc. 0.60% Add +7.4% 18,347 $3.4M
Beacon Pointe Advisors, LLC 0.04% Reduce -40.1% 18,260 $3.4M
AlphaMark Advisors, LLC 1.18% Reduce -0.1% 18,188 $3.3M
Csenge Advisory Group 0.19% Add +18.0% 18,161 $3.3M
Snowden Capital Advisors LLC 0.10% Add +11.1% 17,890 $3.3M
Waverly Advisors, LLC 0.08% Add +1403.9% 17,881 $3.3M
TrinityPoint Wealth, LLC 0.54% Add +1.7% 17,874 $3.3M
Integrated Advisors Network LLC 0.17% Add +11.2% 17,680 $3.3M
Tiaa Trust, National Association 0.01% Reduce -1.4% 17,578 $3.2M
FIL Ltd 0.00% Add +28.7% 17,484 $3.2M
Captrust Financial Advisors 0.01% Reduce -7.6% 17,190 $3.2M
Axxcess Wealth Management, LLC 0.09% Add +7.1% 16,980 $3.1M
Laidlaw Wealth Management LLC 1.73% Reduce -6.7% 16,889 $3.1M
Schonfeld Strategic Advisors LLC 0.02% New 16,626 $3.1M
Mathes Company, Inc. 1.15% No change 16,600 $3.1M
Virtu Financial LLC 0.23% Reduce -65.2% 16,559 $3.0M
Kestra Private Wealth Services, LLC 0.07% Add +30.8% 16,487 $3.0M
Boltwood Capital Management 0.93% Reduce -0.9% 16,409 $3.0M
Commerce Bank 0.02% Add +1.8% 16,308 $3.0M
Tritonpoint Wealth, LLC 0.31% Add +5.3% 18,881 $3.0M
Bank of New York Mellon Corp 0.00% Add +0.8% 16,199 $3.0M
Great Lakes Advisors, LLC 0.03% Reduce -1.3% 16,133 $3.0M
Terra Nova Asset Management LLC 2.31% Add +0.2% 15,801 $2.9M
AMG National Trust Bank 0.08% No change 15,407 $2.8M
Cornerstone Advisors, LLC 0.12% New 15,400 $2.8M
MontVue Capital Management, Inc. 2.50% Reduce -0.2% 15,384 $2.8M
jvl associates llc 1.17% Reduce -0.3% 15,380 $2.8M
Pennsylvania Capital Management Inc. 1.17% Reduce -27.4% 15,327 $2.8M
Quantinno Capital Management LP 0.06% Add +174.7% 15,189 $2.8M
Birchcreek Wealth Management, LLC 1.45% Add +2.3% 15,042 $2.8M
First Horizon Advisors, Inc. 0.09% Reduce -1.1% 15,009 $2.8M
Evolution Wealth Advisors, LLC 0.53% Add +0.9% 14,995 $2.8M
Independent Financial Group, LLC 0.13% Reduce -5.0% 14,939 $2.7M
Evercore Wealth Management, LLC 0.04% Add +5.2% 14,785 $2.7M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -1.0% 14,513 $2.7M
Dorsey Wright & Associates 0.69% Reduce -13.3% 14,435 $2.7M
Bank of Marin 2.33% Add +10.4% 14,412 $2.7M
Asset Advisors Investment Management, LLC 0.30% Add +5.7% 14,315 $2.6M
Dai-ichi Life Holdings, Inc. 3.23% — 14,300 $2.6M
Concourse Financial Group Securities, Inc. 0.17% Add +132.9% 14,259 $2.6M
Providence First Trust Co 1.12% Reduce -0.7% 14,015 $2.6M
Oppenheimer & Co. Inc. 0.04% Reduce -51.2% 13,719 $2.5M
Strategic Financial Partners, Ltd. 1.39% New 13,624 $2.5M
CreativeOne Wealth, LLC 0.10% Add +190.2% 13,594 $2.5M
Diversified, LLC 0.34% Reduce -2.2% 13,551 $2.5M
SkyView Investment Advisors, LLC 0.46% Add +7.7% 13,532 $2.5M
Butensky & Cohen Financial Security, Inc. 0.77% Reduce -0.9% 13,433 $2.5M
First National Bank of Hutchinson 1.64% No change 13,368 $2.5M
Windsor Capital Management, LLC 0.76% Reduce -0.2% 13,323 $2.4M
One Wealth Map LLC 1.60% Reduce -11.4% 14,199 $2.4M
Marion Wealth Management 0.72% Reduce -0.4% 13,108 $2.4M
Chesapeake Wealth Management 0.88% Add +1.2% 13,080 $2.4M
GenTrust, LLC 0.15% Reduce -12.2% 13,067 $2.4M
Hilltop Holdings Inc. 0.26% Add +11.3% 12,936 $2.4M
Canton Hathaway, LLC 0.64% No change 12,934 $2.4M
Eudaimonia Advisors LLC 1.26% Add +29.6% 12,850 $2.4M
Constitution Capital LLC 1.33% Add +1.4% 12,785 $2.4M
Soltis Investment Advisors LLC 0.26% Add +1.7% 12,763 $2.3M
Stratos Wealth Partners, LTD. 0.04% Reduce -32.8% 12,738 $2.3M
Summit Trail Advisors, LLC 0.06% No change 12,557 $2.3M
Financial Freedom, LLC 1.37% Reduce -1.2% 12,529 $2.3M
Stratos Wealth Advisors, LLC 0.14% Add +49.5% 12,460 $2.3M
Sowell Financial Services LLC 0.11% Reduce -21.4% 12,395 $2.3M
Oak Family Advisors, LLC 0.87% Reduce -2.6% 12,337 $2.3M
Avitas Wealth Management LLC 0.34% Reduce -1.9% 12,179 $2.2M
CIBC Private Wealth Group LLC 0.00% Reduce -4.4% 12,204 $2.2M
National Bank of Canada 0.00% Reduce -9.0% 12,490 $2.2M
Harbour Investments, Inc. 0.08% Reduce -1.5% 11,889 $2.2M
Regions Financial Corp. 0.02% Reduce -12.0% 11,881 $2.2M
Capital Analysts, LLC 0.10% Reduce -0.2% 11,857 $2.2M
Mechanics Bank Trust Department 0.32% Reduce -10.9% 11,692 $2.2M
IMC-Chicago, LLC 0.07% New 11,637 $2.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.87% Reduce -4.2% 11,565 $2.1M
Johnson Investment Counsel Inc. 0.02% Reduce -0.6% 11,479 $2.1M
Camelot Technology Advisors, Inc. 1.95% Add +1.5% 11,459 $2.1M
Simplex Trading, LLC 0.06% New 11,394 $2.1M
Donald L. Hagan, LLC 1.11% Reduce -3.7% 11,368 $2.1M
Colony Family Offices, LLC 0.67% No change 11,336 $2.1M
Atticus Wealth Management, LLC 0.68% Reduce -7.6% 11,277 $2.1M
Zullo Investment Group, Inc. 0.97% Add +2.6% 11,214 $2.1M
Caprock Group, LLC 0.12% No change 11,214 $2.1M
Atom Investors LP 0.26% Add +12.0% 11,200 $2.1M
Choate Investment Advisors 0.06% Add +22.9% 11,192 $2.1M
Richard W. Paul & Associates, LLC 0.82% Reduce -6.3% 11,135 $2.0M
Stonebridge Financial Planning Group, LLC 1.08% Reduce -5.6% 11,124 $2.0M
Point72 (DIFC) Ltd 0.16% — 11,089 $2.0M
Trust Co. of Oklahoma 0.72% Reduce -3.3% 11,056 $2.0M
Essex Private Wealth Management, LLC 5.70% Reduce -2.3% 10,937 $2.0M
Magnolia Capital Management Ltd. 1.70% No change 10,921 $2.0M
CX Institutional 0.10% Reduce -71.4% 10,863 $2.0M
United Asset Strategies, Inc. 0.20% Reduce -7.2% 10,835 $2.0M
Ensign Peak Advisors, Inc 0.00% Reduce -76.0% 10,769 $2.0M
Realta Investment Advisors 0.41% Add +4.4% 10,721 $2.0M
Sapient Capital LLC 0.04% Reduce -1.4% 10,652 $2.0M
Rovin Capital /Ut/ 0.80% Add +5.2% 10,559 $1.9M
Family Asset Management, LLC 1.22% Add +62.0% 10,558 $1.9M
Nelson Capital Management, LLC 0.37% Add +0.5% 10,518 $1.9M
Dynamic Advisor Solutions LLC 0.07% Add +12.3% 10,510 $1.9M
Bray Capital Advisors 0.49% Reduce -6.5% 10,456 $1.9M
Hancock Whitney Corp. 0.07% No change 10,400 $1.9M
Proffitt & Goodson Inc. 0.33% Reduce -8.1% 10,221 $1.9M
NBT Bank, N.A. 0.14% Reduce -0.1% 10,205 $1.9M
Point Windward Advisors Inc. 0.78% New 10,172 $1.9M
Level Four Advisory Services, LLC 0.10% No change 10,406 $1.9M
Whittier Trust Co. 0.03% Add +2.4% 10,075 $1.9M
Orion Porfolio Solutions, LLC 0.02% Add +32.3% 10,034 $1.8M
Orion Portfolio Solutions, LLC 0.02% Add +32.3% 10,034 $1.8M
Herbst Group, LLC 1.14% Reduce -1.1% 10,021 $1.8M
Redwood Financial Network Corp 1.60% Add +11.5% 10,008 $1.8M
Cary Street Partners Investment Advisory LLC 0.08% Add +4.9% 9,835 $1.8M
Magnus Financial Group LLC 0.21% Add +28.8% 9,701 $1.8M
Banco Santander, S.A. 0.02% Reduce -3.8% 9,510 $1.7M
Avidian Wealth Enterprises, LLC 0.09% Reduce -1.9% 9,452 $1.7M
Cerity Partners LLC 0.00% Reduce -6.8% 9,452 $1.7M
Tocqueville Asset Management L.P. 0.03% Reduce -14.6% 9,347 $1.7M
StoneX Group Inc. 0.15% Add +7.9% 9,344 $1.7M
One Charles Private Wealth Services, LLC 0.75% Add +2.0% 9,307 $1.7M
Centiva Capital, LP 0.10% New 9,302 $1.7M
Lionsbridge Wealth Management LLC 1.32% New 9,272 $1.7M
Edgestream Partners, L.P. 0.08% Add +60.4% 9,247 $1.7M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -0.0% 9,161 $1.7M
Pettyjohn, Wood & White, Inc. 0.33% Add +4.1% 9,138 $1.7M
Waterway Wealth Management, LLC 0.73% Add +3.2% 9,019 $1.7M
Valmark Advisers, Inc. 0.03% Reduce -2.3% 8,957 $1.6M
Capital Advisors, Ltd. LLC 0.21% Reduce -2.5% 8,824 $1.6M
Avior Wealth Management, LLC 0.07% Add +666.9% 8,720 $1.6M
Narus Financial Partners, LLC 0.68% Add +29.0% 8,720 $1.6M
Valeo Financial Advisors, LLC 0.06% Add +7.2% 9,134 $1.6M
Laurel Wealth Advisors LLC 0.27% Add +6.3% 8,635 $1.6M
Lincoln National Corp. 0.02% Add +170.3% 8,599 $1.6M
Gallagher Fiduciary Advisors, LLC 0.06% Reduce -3.4% 8,578 $1.6M
Crew Capital Management, Ltd 1.26% Reduce -41.4% 8,438 $1.6M
Fiduciary Group, LLC 0.17% Add +9.5% 8,430 $1.6M
Ledyard National Bank 0.15% Reduce -17.9% 8,344 $1.5M
C2C Wealth Management, LLC 1.52% Reduce -1.7% 8,334 $1.5M
Raymond James Trust N.A. 0.04% Add +3.1% 8,276 $1.5M
RiverGlades Family Offices LLC 1.21% Reduce -2.9% 8,488 $1.5M
Jacobi Capital Management LLC 0.14% Add +28.6% 8,239 $1.5M
Kingswood Wealth Advisors, LLC 0.17% Reduce -28.5% 8,230 $1.5M
Wulff, Hansen & Co. 1.50% Add +0.2% 8,185 $1.5M
D.A. Davidson & Co. 0.01% Add +27.6% 8,143 $1.5M
Eudaimonia Partners, LLC 0.36% Reduce -4.3% 8,125 $1.5M
Renaissance Technologies 0.00% New 8,100 $1.5M
ARS Investment Partners, LLC 0.15% Reduce -1.8% 8,095 $1.5M
Okabena Investment Services Inc. 0.50% No change 8,091 $1.5M
SteelPeak Wealth, LLC 0.08% Reduce -51.0% 8,084 $1.5M
Claro Advisors Inc. 0.26% Add +72.3% 8,008 $1.5M
Jefferies Financial Group Inc. 0.03% New 8,000 $1.5M
Gsa Capital Partners LLP 0.12% Reduce -38.6% 7,986 $1.5M
RPg Family Wealth Advisory, LLC 0.46% Add +0.5% 7,920 $1.5M
Symmetry Partners, LLC 0.11% Reduce -94.8% 7,901 $1.5M
Exchange Capital Management, Inc. 0.24% Reduce -4.4% 7,895 $1.5M
Calamos Wealth Management LLC 0.08% No change 7,891 $1.5M
Beaumont Financial Advisors, LLC 0.12% Reduce -9.7% 7,865 $1.4M
Brookstone Capital Management 0.03% Reduce -43.5% 7,850 $1.4M
Bangor Savings Bank 0.15% Add +10.6% 7,813 $1.4M
Abbot Financial Management, Inc. 0.79% Reduce -0.5% 7,775 $1.4M
Hall Kathryn A. 0.33% No change 7,768 $1.4M
Bristlecone Advisors, LLC 0.13% No change 7,753 $1.4M
Certified Advisory Corp 0.20% Add +6.3% 7,735 $1.4M
Provident Co of the Employees of the Hebrew University LTD 1.49% — 7,625 $1.4M
Montecito Bank & Trust 0.28% Reduce -15.2% 7,594 $1.4M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -6.0% 7,529 $1.4M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -0.4% 7,528 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +2.2% 7,506 $1.4M
Horizon Financial Services, LLC 0.89% Add +20.9% 7,497 $1.4M
HB Wealth Management, LLC 0.02% Add +0.7% 7,495 $1.4M
Belpointe Asset Management LLC 0.10% Add +1.2% 7,427 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +8.7% 7,421 $1.4M
Privium Fund Management (UK) Ltd 0.68% No change 7,587 $1.4M
Garda Capital Partners LP 0.64% Reduce -77.6% 7,403 $1.4M
Stock Yards Bank & Trust Co. 0.04% Reduce -10.1% 7,288 $1.3M
Capital Insight Partners, LLC 0.25% Reduce -0.9% 7,247 $1.3M
Cutler Group LLC / CA 0.67% Reduce -86.9% 7,248 $1.3M
Steward Partners Investment Solutions, LLC 0.22% New 7,231 $1.3M
Plimoth Trust Co. LLC 0.35% Add +0.1% 7,114 $1.3M
Brown Advisory Inc. 0.00% Add +7.8% 7,108 $1.3M
Country Club Bank 0.09% Reduce -1.2% 7,080 $1.3M
Great Valley Advisor Group, Inc. 0.04% Reduce -1.6% 7,068 $1.3M
United Capital Financial Advisors, LLC 0.01% Add +48.1% 7,040 $1.3M
AE Wealth Management LLC 0.01% Reduce -85.4% 7,038 $1.3M
Jones Financial Companies LLLP 0.00% Reduce -5.1% 6,943 $1.3M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -3.4% 6,930 $1.3M
Synovus Financial Corp. 0.02% Reduce -7.2% 6,888 $1.3M
Hoylecohen, LLC 0.10% Add +1.1% 6,813 $1.3M
St. Johns Investment Management Company, LLC 0.60% Reduce -37.7% 6,775 $1.2M
Crestwood Advisors Group, LLC 0.03% Add +3.7% 6,770 $1.2M
Fort Point Capital Partners LLC 0.17% Reduce -3.7% 6,760 $1.2M
Wealthfront Advisers LLC 0.00% Add +0.3% 6,653 $1.2M
Madden Advisory Services, Inc. 0.64% Add +0.4% 6,643 $1.2M
Signal Advisors Wealth, LLC 0.30% Add +35.1% 6,614 $1.2M
Kanawha Capital Management LLC 0.10% Reduce -0.3% 6,599 $1.2M
Parallel Advisors, LLC 0.03% Add +10.7% 6,598 $1.2M
Clarus Wealth Advisors 0.68% Add +7.3% 6,769 $1.2M
Afg Fiduciary Services Limited Partnership 0.89% Add +0.7% 6,654 $1.2M
Correct Capital Wealth Management 0.28% Reduce -11.1% 6,524 $1.2M
Encompass More Asset Management 0.99% Add +17.9% 6,523 $1.2M
AQR Capital Management 0.00% Add +160.2% 6,478 $1.2M
Western Wealth Management, LLC 0.09% Add +0.2% 6,469 $1.2M
MKT Advisors LLC 0.65% Add +17.6% 6,656 $1.2M
Prospera Financial Services Inc 0.04% Reduce -69.5% 6,389 $1.2M
Monetary Management Group Inc. 0.33% Add +1.2% 6,380 $1.2M
Trexquant Investment LP 0.02% Reduce -60.0% 6,378 $1.2M
Glass Jacobson Investment Advisors llc 0.44% Reduce -4.7% 6,327 $1.2M
Contravisory Investment Management, Inc. 0.26% Reduce -8.4% 6,289 $1.2M
Roberts Wealth Advisors, LLC 0.43% New 6,626 $1.2M
Grassi Investment Management 0.10% Add +1.4% 6,263 $1.2M
Perigon Wealth Management, LLC 0.03% Reduce -2.6% 6,248 $1.1M
Baker Avenue Asset Management, LP 0.04% Add +0.5% 6,219 $1.1M
DRW Securities, LLC 0.07% Reduce -95.6% 6,218 $1.1M
Shepherd Financial Partners LLC 0.15% Add +0.0% 6,183 $1.1M
Country Trust Bank 0.03% Reduce -60.4% 6,179 $1.1M
M3 Advisory Group, LLC 1.02% Add +12.0% 6,094 $1.1M
Frank, Rimerman Advisors LLC 0.21% Reduce -0.0% 6,069 $1.1M
Private Wealth Advisors, LLC 0.46% Reduce -28.5% 6,022 $1.1M
Foguth Wealth Management, LLC. 0.59% — 6,004 $1.1M
Ingalls & Snyder LLC 0.05% Reduce -0.8% 6,003 $1.1M
Signet Financial Management, LLC 0.15% Reduce -25.8% 5,949 $1.1M
Total Clarity Wealth Management, Inc. 0.38% Add +1.6% 5,942 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +25.6% 5,922 $1.1M
Eagle Strategies LLC 0.24% Add +379.2% 5,889 $1.1M
Sentinel Trust Co. Lba 0.14% No change 5,818 $1.1M
Quadcap Wealth Management, LLC 0.24% Reduce -5.8% 5,806 $1.1M
First Wilshire Securities Management Inc. 0.31% No change 5,798 $1.1M
Transamerica Financial Advisors, LLC 0.11% Reduce -38.5% 5,748 $1.1M
Keel Point, LLC 0.11% Add +39.6% 5,690 $1.0M
Smithbridge Asset Management Inc. 0.22% Add +0.2% 5,688 $1.0M
City Holding Co. 0.16% Reduce -2.6% 5,679 $1.0M
Mirador Capital Partners LP 0.20% Reduce -1.0% 5,660 $1.0M
First Business Financial Services, Inc. 0.11% No change 5,651 $1.0M
Beacon Financial Advisory LLC 0.50% Reduce -7.0% 5,623 $1.0M
Arrow Financial Corp 0.10% No change 5,583 $1.0M
Rwa Wealth Partners, LLC 0.01% Add +1.5% 5,538 $1.0M
Brevan Howard Capital Management LP 0.10% New 5,483 $1.0M
InterOcean Capital Group, LLC 0.02% Reduce -5.8% 5,479 $1.0M
PFG Advisors 0.07% Add +6.0% 5,461 $1.0M
Navellier & Associates Inc. 0.12% Reduce -2.0% 5,454 $1.0M
Pine Valley Investments Ltd Liability Co 0.08% Add +1.9% 5,410 $995K
Empirical Asset Management, LLC 0.48% Add +174.4% 5,384 $990K
Advisory Resource Group 0.22% Add +15.5% 5,327 $980K
Mezzasalma Advisors, LLC 0.46% Reduce -14.8% 5,325 $979K
Rollins Financial Advisors, LLC 0.18% Reduce -0.2% 5,261 $967K
Global Retirement Partners, LLC 0.04% Add +13.8% 5,243 $964K
Mission Creek Capital Partners, Inc. 0.25% Reduce -7.5% 5,220 $960K
Rothschild Wealth LLC 0.34% — 5,178 $952K
IFP Advisors, Inc 0.04% Reduce -5.1% 5,094 $937K
Wedbush Securities Inc. 0.03% Add +2.3% 5,067 $932K
Optiver Holding B.V. 0.04% Add +456.1% 5,038 $926K
Davies Financial Advisors, Inc. 0.94% — 4,994 $918K
Cornerstone National Bank & Trust Co 0.46% Add +0.6% 4,960 $912K
Bailard, Inc. 0.03% Reduce -16.9% 4,955 $911K
Sharper & Granite LLC 0.44% Add +0.2% 5,067 $906K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.5% 4,890 $899K
9258 Wealth Management, LLC 0.14% Add +1.0% 4,837 $889K
Family Firm, Inc. 0.22% Add +0.1% 4,833 $889K
Institute for Wealth Management, LLC. 0.11% Add +1.3% 4,761 $875K
Laurion Capital Management LP 0.02% Add +9.3% 4,700 $864K
Flagship Harbor Advisors, LLC 0.06% Add +51.5% 4,675 $860K
SVB Wealth LLC 0.02% Add +3.7% 4,666 $858K
Imprint Wealth LLC 0.21% Add +96.0% 4,699 $858K
Harbor Investment Advisory, LLC 0.09% Add +0.1% 4,658 $857K
Bradley Foster & Sargent Inc. 0.02% No change 4,642 $854K
Thomasville National Bank 0.07% Add +1.9% 4,619 $849K
Larson Financial Group LLC 0.07% Add +105.7% 4,611 $848K
SMART Wealth LLC 0.38% New 4,604 $847K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.6% 4,603 $846K
HBW Advisory Services LLC 0.16% No change 4,718 $844K
NewEdge Wealth, LLC 0.02% Add +2.5% 4,772 $843K
Integral Investment Advisors, Inc. 0.35% New 4,539 $837K
Core Alternative Capital 0.15% Reduce -48.3% 4,472 $822K
International Assets Investment Management, LLC 0.09% Add +0.0% 4,476 $817K
Fifth Third Wealth Advisors LLC 0.13% Add +2.3% 4,435 $816K
Regal Investment Advisors LLC 0.06% Add +90.5% 4,433 $815K
Moneta Group Investment Advisors LLC 0.01% Add +8.8% 4,427 $814K
Kessler Investment Group, LLC 0.50% Reduce -28.6% 4,415 $812K
Ieq Capital, LLC 0.01% Add +9.0% 4,391 $807K
Marcum Wealth, LLC 0.08% Reduce -0.2% 4,339 $798K
Archford Capital Strategies, LLC 0.13% No change 4,319 $794K
Money Concepts Capital Corp. 0.07% Add +34.4% 4,265 $784K
Mirabella Financial Services LLP 0.06% New 4,210 $774K
Schrum Private Wealth Management LLC 0.70% New 4,179 $769K
OneAscent Wealth Management LLC 0.29% Add +74.1% 4,125 $759K
Macquarie Group Ltd. 0.00% Reduce -53.1% 4,124 $754K
Independent Order of Foresters 0.48% Reduce -53.4% 4,100 $754K
Allworth Financial LP 0.01% Add +27.5% 4,093 $753K
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1.19% No change 4,071 $749K
Dumont & Blake Investment Advisors LLC 0.21% Add +20.7% 4,041 $743K
Vishria Bird Financial Group, LLC 0.32% No change 4,030 $741K
PFG Investments, LLC 0.04% New 4,027 $741K
Optas, LLC 0.20% No change 4,007 $737K
V2 Financial group LLC 0.50% Add +2.6% 4,000 $736K
Ally Invest Advisors Inc. 0.07% Add +27.8% 3,996 $735K
Peak Asset Management, LLC 0.15% Add +0.1% 3,990 $734K
Cassaday & Co Wealth Management LLC 0.02% Add +5.4% 3,926 $722K
Worth Asset Management, LLC 0.44% New 3,907 $718K
E&G Advisors, LLC 0.22% Add +0.1% 3,890 $715K
Rockingstone Advisors LLC 0.37% Reduce -2.4% 3,880 $713K
WT Wealth Management 0.25% Reduce -0.4% 3,877 $713K
Vista Investment Management 0.29% No change 3,869 $711K
Wealthcare Advisory Partners LLC 0.02% Reduce -8.5% 3,847 $707K
CENTRAL TRUST Co 0.02% Reduce -1.3% 3,830 $704K
MV Capital Management, Inc. 0.08% Reduce -23.9% 3,796 $698K
Florida Financial Advisors, LLC 0.51% Add +51.5% 3,776 $694K
Oxler Private Wealth LLC 0.27% Reduce -0.7% 3,722 $684K
Pure Financial Advisors, LLC 0.02% Reduce -8.5% 3,656 $672K
EPG Wealth Management LLC 0.16% Add +0.1% 3,622 $666K
Argent Trust Co 0.03% Reduce -0.5% 3,615 $665K
Susquehanna International Group Ltd. 0.16% New 3,612 $664K
First National Trust Co 0.03% Reduce -7.3% 3,590 $660K
Neuberger Berman Group LLC 0.00% Add +3.5% 3,585 $659K
D.B. Root & Company, LLC 0.22% New 3,505 $645K
Financial & Tax Architects, LLC 0.18% Reduce -8.0% 3,494 $643K
Greenleaf Trust 0.01% Add +0.1% 3,448 $634K
Smith Salley Wealth Management 0.05% No change 3,433 $631K
Purus Wealth Management, LLC 0.31% Reduce -3.6% 3,432 $631K
Exencial Wealth Advisors, LLC 0.02% Add +4.2% 3,405 $626K
Stevens Capital Management LP 0.12% New 3,400 $625K
Vontobel Holding Ltd. 0.01% Reduce -19.9% 3,384 $622K
Diversify Advisory Services, LLC 0.04% — 3,405 $621K
VestGen Investment Management 0.19% Reduce -3.9% 3,378 $621K
Burford Brothers, Inc. 0.41% Add +3.9% 3,374 $620K
RMR Wealth Builders 0.07% Add +7.8% 3,351 $616K
Athena Investment Management 0.37% No change 3,350 $616K
Signature Wealth Management Partners, LLC 0.50% Reduce -0.4% 3,337 $614K
CWA Asset Management Group, LLC 0.04% Reduce -4.4% 3,326 $612K
Ascent Group, LLC 0.05% Reduce -48.5% 3,321 $611K
First United Bank & Trust 0.23% Reduce -6.0% 3,320 $611K
Burns J W & Co. Inc. 0.08% Reduce -6.0% 3,313 $609K
OneDigital Investment Advisors LLC 0.01% Reduce -1.5% 3,304 $608K
First Foundation Advisors 0.02% No change 3,288 $605K
Ranch Capital Advisors Inc. 0.32% Reduce -0.2% 3,232 $594K
Pinnacle Family Advisors, LLC 0.32% Reduce -60.6% 3,230 $594K
Brighton Jones LLC 0.02% Add +4.0% 3,219 $592K
Clarius Group, LLC 0.04% No change 3,188 $586K
Clare Market Investments LLC 0.18% Reduce -6.4% 3,180 $585K
Prosperity Consulting Group, LLC 0.07% Add +14.2% 3,172 $583K
Fernwood Investment Management, LLC 0.17% No change 3,163 $582K
Verition Fund Management LLC 0.01% No change 3,150 $579K
Fenimore Asset Management Inc 0.01% No change 3,138 $577K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -6.0% 3,136 $577K
KPP Advisory Services LLC 0.16% New 3,123 $574K
Advisor Resource Council 0.24% Reduce -91.8% 3,203 $574K
McAdam, LLC 0.04% Add +3.6% 3,115 $573K
Dearborn Partners LLC 0.02% Add +30.9% 3,109 $572K
Lake Street Private Wealth, LLC 0.08% Add +0.3% 3,093 $569K
BNC Wealth Management, LLC 0.24% Reduce -21.0% 3,074 $565K
Phillips Wealth Planners LLC 0.65% Add +5.7% 3,261 $565K
Sequoia Financial Advisors, LLC 0.01% Reduce -16.7% 3,070 $564K
Insight Advisors, LLC/ PA 0.11% Reduce -0.2% 3,067 $564K
Coldstream Capital Management Inc. 0.01% Add +49.0% 3,058 $562K
Chilton Capital Management LLC 0.03% No change 3,040 $559K
Koshinski Asset Management, Inc. 0.06% New 3,035 $558K
Abbrea Capital, LLC 0.07% No change 3,037 $558K
Shulman DeMeo Asset Management LLC 0.15% Add +0.2% 3,029 $557K
Kellett Wealth Advisors, LLC 0.39% Add +5.0% 3,027 $557K
Charter Oak Capital Management, LLC 0.06% Add +0.4% 3,013 $554K
Sequent Planning LLC 0.20% — 3,008 $553K
Eagle Ridge Investment Management 0.05% No change 2,996 $551K
GYL Financial Synergies, LLC 0.04% Reduce -6.9% 2,993 $550K
Watts Gwilliam & Co., LLC 0.17% — 3,070 $549K
Lynch & Associates 0.13% Reduce -1.1% 2,981 $548K
Mma Asset Management LLC 0.26% Add +29.0% 3,073 $547K
Apexium Financial, LP 0.04% Add +131.1% 2,951 $543K
Flow Traders U.S. LLC 0.03% Reduce -88.3% 2,947 $542K
Wealthspire Advisors, LLC 0.01% Add +16.9% 2,937 $540K
Essex LLC 0.12% Reduce -20.9% 2,937 $540K
Cumberland Partners Ltd 0.04% Add +2.4% 2,929 $539K
Girard Partners LTD. 0.05% Reduce -56.5% 2,919 $537K
Fiduciary Trust Co 0.01% No change 2,897 $533K
Prostatis Group LLC 0.20% Reduce -0.9% 2,894 $532K
Mendel Capital Management LLC 0.35% Add +5.0% 2,882 $530K
Hyman Charles D 0.03% No change 2,875 $529K
Capital Investment Counsel, LLC 0.11% New 2,847 $524K
Townsquare Capital LLC 0.01% Reduce -15.5% 2,836 $522K
Leuthold Group, LLC 0.06% Add +2.4% 2,831 $521K
Moloney Securities Asset Management, LLC 0.08% Add +4.9% 2,825 $520K
Joseph P. Lucia & Associates, LLC 0.28% Reduce -6.8% 2,811 $517K
BigSur Wealth Management LLC 0.16% New 2,785 $512K
Mission Wealth Management, LP 0.01% Add +33.9% 2,785 $512K
Baldwin Wealth Partners LLC 0.04% No change 2,770 $509K
Brown Miller Wealth Management, LLC 0.22% Reduce -0.2% 2,763 $508K
Avantax Planning Partners, Inc. 0.02% No change 2,753 $506K
Compound Planning, Inc. 0.05% Reduce -12.5% 2,749 $506K
Meridian Wealth Advisors, LLC 0.09% No change 2,740 $504K
Roman Butler Fullerton & Co. 0.19% Add +9.4% 2,954 $504K
Private Trust Co. NA 0.05% Add +8.2% 2,735 $503K
Destiny Wealth Partners, LLC 0.09% Add +5.8% 2,729 $502K
Sage Capital Management, LLC 0.27% Add +0.2% 2,718 $500K
Alpha Cubed Investments, LLC 0.03% Reduce -27.9% 2,713 $499K
tru Independence LLC 0.15% Reduce -3.1% 2,712 $499K
Councilmark Asset Management, LLC 0.36% — 2,700 $497K
Tempus Wealth Planning, LLC 0.22% Add +0.7% 2,687 $494K
USA Financial Formulas 0.08% Reduce -13.8% 2,686 $494K
Insigneo Advisory Services, LLC 0.06% No change 2,677 $492K
QRG Capital Management, Inc. 0.01% Reduce -14.7% 2,669 $491K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -3.1% 2,649 $487K
Sound Income Strategies, LLC 0.04% Add +1286.4% 2,648 $487K
Nadler Financial Group, Inc. 0.06% No change 2,648 $487K
Arkadios Wealth Advisors 0.04% Reduce -15.0% 2,598 $478K
NFSG Corp 0.21% Reduce -13.8% 2,598 $478K
Geneos Wealth Management Inc. 0.02% Add +28.2% 2,571 $473K
Silver Oak Securities, Incorporated 0.07% New 2,561 $471K
Aptus Capital Advisors, LLC 0.01% Add +75.1% 2,535 $466K
Headlands Technologies LLC 0.11% New 2,528 $465K
Stonebrook Private Inc. 0.13% Add +0.6% 2,515 $462K
Mgo One Seven LLC 0.02% Reduce -1.2% 2,507 $461K
Tsfg, LLC 0.12% Reduce -26.5% 2,495 $459K
CHICAGO TRUST Co NA 0.09% Reduce -1.9% 2,447 $450K
Whalerock Point Partners, LLC 0.13% No change 2,444 $449K
Buckingham Strategic Wealth, LLC 0.00% Reduce -24.9% 2,439 $449K
Activest Wealth Management 0.21% Add +187.8% 2,423 $446K
Pacific Sun Financial Corp 0.26% Reduce -0.8% 2,406 $442K
Campbell Wealth Management 0.04% Add +65.7% 2,395 $440K
Ausdal Financial Partners, Inc. 0.05% Add +73.8% 2,393 $440K
Fifth Third Securities, Inc. 0.04% Reduce -17.7% 2,392 $440K
Apollon Wealth Management, LLC 0.01% Add +9.7% 2,386 $439K
Moors & Cabot, Inc. 0.02% Add +15.8% 2,381 $438K
Journey Advisory Group, LLC 0.05% No change 2,357 $433K
Visionary Wealth Advisors 0.03% Reduce -22.3% 2,335 $429K
SS&H Financial Advisors, Inc. 0.18% No change 2,333 $429K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -19.6% 2,311 $425K
Mattern Wealth Management LLC 0.10% Reduce -9.9% 2,310 $425K
Regent Peak Wealth Advisors LLC 0.11% Add +0.5% 2,306 $424K
Consolidated Portfolio Review Corp 0.11% Add +2.0% 2,298 $423K
NWF Advisory Services Inc. 0.07% Add +14.9% 2,296 $422K
Main Street Financial Solutions, LLC 0.04% Reduce -7.5% 2,288 $421K
Allen Investment Management, LLC 0.01% No change 2,278 $419K
Rockland Trust Co. 0.02% Reduce -1.7% 2,262 $416K
Pitcairn Co. 0.03% No change 2,260 $416K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.8% 2,256 $415K
Fagan Associates, Inc. 0.08% Reduce -3.6% 2,253 $414K
Financial Consulate, Inc. 0.12% No change 2,250 $414K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +20.2% 2,236 $411K
Nvwm, LLC 0.11% No change 2,225 $409K
Chemistry Wealth Management LLC 0.11% Reduce -4.9% 2,225 $409K
Mill Creek Capital Advisors, LLC 0.01% Add +3.0% 2,218 $408K
Sage Capital Advisors,llc 0.12% No change 2,214 $407K
Whitener Capital Management, Inc. 0.13% Add +4.6% 2,211 $407K
Parsons Capital Management Inc. 0.03% Add +13.6% 2,208 $406K
Goelzer Investment Management, Inc. 0.02% Add +28.6% 2,204 $405K
Focus Partners Wealth 0.00% Reduce -27.3% 2,192 $403K
Olistico Wealth, LLC 0.29% Reduce -2.1% 2,178 $401K
Banque Cantonale Vaudoise 0.02% Reduce -6.3% 2,175 $400K
Glen Eagle Advisors, LLC 0.08% No change 2,167 $398K
FineMark National Bank & Trust 0.01% Reduce -2.6% 2,167 $398K
Bridge Advisory, LLC 0.20% Add +0.2% 2,165 $398K
Wealth Quarterback LLC 0.22% Reduce -21.1% 2,158 $397K
STAR Financial Bank 0.34% Reduce -4.5% 2,146 $395K
Valley Wealth Managers, Inc. 0.03% No change 2,141 $394K
Magnolia Capital Advisors LLC 0.33% Add +49.8% 2,312 $392K
Elm Partners Management LLC 0.03% Add +1.0% 2,119 $390K
Source Financial Advisors LLC 0.12% Reduce -38.2% 2,111 $388K
TAP Consulting, LLC 0.09% New 2,105 $387K
Legacy Financial Strategies, LLC 0.10% Add +3.5% 2,101 $386K
Heartwood Wealth Advisors LLC 0.05% Reduce -66.4% 2,098 $386K
Annex Advisory Services, LLC 0.01% Reduce -11.6% 2,075 $382K
Strategic Blueprint, LLC 0.03% Add +65.4% 2,074 $381K
Kathmere Capital Management, LLC 0.04% New 2,072 $381K
Freestone Capital Holdings, LLC 0.01% Add +3.0% 2,048 $377K
Hartline Investment Corp./ 0.07% New 2,047 $376K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -17.0% 2,047 $376K
Sheaff Brock Investment Advisors, LLC 0.03% No change 2,040 $375K
Empower Advisory Group, LLC 0.00% Add +2.2% 2,038 $375K
Frisch Financial Group, Inc. 0.12% Reduce -0.5% 2,027 $373K
Bokf, NA 0.01% Reduce -4.9% 2,042 $373K
SkyOak Wealth, LLC 0.09% Reduce -2.2% 2,017 $371K
Strategic Family Wealth Counselors, L.L.C. 0.15% No change 2,000 $368K
Sterling Investment Management, LLC 0.26% Reduce -3.4% 1,979 $364K
Creative Financial Designs Inc. 0.03% Add +60.4% 1,976 $363K
Consolidated Capital Management, LLC 0.17% Reduce -5.3% 1,968 $362K
Y-Intercept (Hong Kong) Ltd 0.03% New 1,950 $359K
Talisman Wealth Advisors LLC 0.45% Reduce -3.0% 1,943 $357K
3EDGE Asset Management, LP 0.03% New 1,935 $356K
Beacon Bridge Wealth Partners, LLC 0.17% Reduce -1.4% 1,933 $355K
Peoples Financial Services Corp. 0.15% No change 1,931 $355K
Waldron Private Wealth LLC 0.02% No change 1,922 $353K
Clear Creek Financial Management, LLC 0.05% Reduce -2.3% 1,953 $353K
Berger Financial Group, Inc 0.03% Add +8.0% 1,916 $352K
Inscription Capital, LLC 0.06% No change 1,912 $352K
Waterloo Capital, L.P. 0.04% Reduce -18.4% 1,909 $351K
Wealthstar Advisors, LLC 0.12% Add +1.2% 1,908 $351K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +3.5% 1,901 $350K
LVM Capital Management Ltd. 0.04% Add +11.8% 1,893 $348K
Wedmont Private Capital 0.03% Add +0.2% 1,918 $348K
Swmg, LLC 0.16% Add +3.2% 1,891 $348K
JNBA Financial Advisors 0.04% No change 1,890 $348K
Bensler, LLC 0.05% No change 1,886 $347K
Relyea Zuckerberg Hanson LLC 0.06% Add +3.3% 1,885 $347K
VanderPol Investments L.L.C. 0.99% Reduce -11.0% 1,880 $346K
Autumn Glory Partners, LLC 0.17% No change 1,880 $346K
Howland Capital Management LLC 0.02% New 1,875 $345K
Trust Point Inc. 0.03% No change 1,870 $344K
Elevatus Welath Management 0.13% Add +0.1% 1,839 $338K
HUB Investment Partners, LLC 0.02% Reduce -8.3% 1,838 $338K
Occidental Asset Management, LLC 0.06% Add +22.0% 1,831 $337K
Performance Wealth Partners, LLC 0.01% No change 1,826 $336K
Manchester Capital Management LLC 0.04% No change 1,825 $336K
L.M. Kohn & Company 0.09% No change 1,825 $336K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -46.1% 1,816 $334K
Blue Chip Partners, LLC 0.03% Reduce -36.5% 1,815 $334K
Alpine Woods Capital Investors, LLC 0.07% No change 1,900 $334K
InTrack Investment Management Inc 0.25% Reduce -5.2% 1,812 $333K
Jackson Hole Capital Partners, LLC 0.08% Add +0.6% 1,812 $333K
Legacy Private Trust Co. 0.02% Reduce -6.9% 1,812 $333K
Dynamic Wealth Strategies, LLC 0.28% Add +2.1% 1,811 $333K
Precedent Wealth Partners, LLC 0.14% No change 1,809 $333K
Everett Harris & Co. 0.00% Reduce -24.0% 1,786 $328K
Private Wealth Group, LLC 0.17% Reduce -18.5% 1,778 $327K
Deutsche Bank AG 0.00% Add +31.0% 1,776 $327K
Silverlake Wealth Management LLC 0.17% New 1,771 $326K
ELCO Management Co., LLC 0.20% New 1,770 $325K
Acorn Financial Advisory Services Inc. 0.06% New 1,768 $325K
Federation des caisses Desjardins du Quebec 0.00% Reduce -25.3% 1,770 $324K
Norwood Financial Corp 0.47% No change 1,756 $323K
Bay Rivers Group 0.18% Reduce -7.5% 1,753 $322K
Bleakley Financial Group, LLC 0.01% No change 1,747 $321K
Capital Investment Advisory Services, LLC 0.03% Reduce -3.9% 1,720 $316K
Graves Light Lenhart Wealth, Inc. 0.04% No change 1,713 $315K
Private Wealth Partners, LLC 0.03% No change 1,710 $314K
Seven Springs Wealth Group, LLC 0.12% No change 1,708 $314K
Keystone Financial Group 0.05% New 1,705 $314K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +21.7% 1,704 $314K
First Citizens Bank & Trust Co. 0.01% No change 1,681 $309K
Community Bank, N.A. 0.04% Reduce -0.7% 1,681 $309K
HBK Sorce Advisory LLC 0.01% No change 1,655 $304K
TD Waterhouse Canada Inc. 0.00% Reduce -8.5% 3,929 $302K
Private Portfolio Partners LLC 0.06% Reduce -4.0% 1,628 $299K
Strategic Advisors LLC 0.06% Add +0.1% 1,624 $299K
Executive Wealth Management, LLC 0.03% Add +1.1% 1,633 $298K
Ironwood Investment Counsel, LLC 0.05% New 1,595 $293K
Bragg Financial Advisors, Inc 0.01% Reduce -1.6% 1,584 $291K
1900 Wealth Management LLC 0.03% Add +0.2% 1,578 $290K
Apollon Financial, LLC 0.10% No change 1,576 $290K
Secure Asset Management, LLC 0.07% Add +20.0% 1,550 $285K
Fulcrum Equity Management 0.34% Reduce -55.8% 1,549 $285K
Naples Global Advisors, LLC 0.03% Add +11.0% 1,547 $284K
Financial Advocates Investment Management 0.02% Reduce -2.3% 1,546 $284K
Ballentine Partners, LLC 0.01% No change 1,543 $284K
Halbert Hargrove Global Advisors, LLC 0.02% Add +0.2% 1,538 $283K
Cascade Investment Group, Inc. 0.21% Reduce -6.7% 1,532 $282K
Icon Wealth Advisors, LLC 0.03% No change 1,530 $281K
Boothbay Fund Management, LLC 0.01% Reduce -57.3% 1,530 $281K
Gray Wealth Management Inc. 0.13% No change 1,529 $281K
Penobscot Wealth Management 0.18% Add +0.1% 1,526 $281K
WealthTrust Asset Management, LLC 0.21% Reduce -5.0% 1,520 $280K
Montag A & Associates Inc. 0.01% No change 1,520 $280K
Fielder Capital Group LLC 0.12% No change 1,513 $278K
Alta Wealth Advisors LLC 0.14% Add +8.8% 1,503 $276K
Rehmann Capital Advisory Group 0.02% Reduce -6.1% 1,501 $276K
River Wealth Advisors LLC 0.04% Reduce -6.3% 1,491 $274K
Acorn Creek Capital LLC 0.17% Reduce -18.0% 1,476 $271K
Onyx Bridge Wealth Group LLC 0.05% Reduce -21.4% 1,540 $271K
Thoroughbred Financial Services, LLC 0.03% Reduce -10.8% 1,471 $270K
Farther Finance Advisors, LLC 0.02% Add +0.1% 1,478 $270K
Resolute Wealth Strategies, LLC 0.16% Add +0.2% 1,464 $269K
American State Bank (Iowa) 0.18% Reduce -16.7% 1,464 $269K
Tyche Wealth Partners LLC 0.07% New 1,463 $269K
Flagstar Securities, Inc. 0.07% Add +2.2% 1,460 $269K
Dimension Capital Management LLC 0.05% No change 1,458 $268K
Advisors Preferred, LLC 0.04% New 1,458 $266K
Zacks Investment Management 0.00% Add +1.5% 1,447 $266K
Modera Wealth Management, LLC 0.00% Add +0.3% 1,443 $265K
Peoples Bank 0.21% Add +5.4% 1,436 $264K
Fiducient Advisors LLC 0.05% No change 1,435 $264K
DF Dent & Co. Inc. 0.00% No change 1,431 $263K
Smith, Moore & Co. 0.03% Reduce -11.4% 1,421 $261K
Horizon Wealth Management, LLC 0.07% Reduce -15.6% 1,420 $261K
TBH Global Asset Management, LLC 0.05% No change 1,413 $260K
Johnson Financial Group, Inc. 0.01% Reduce -45.5% 1,403 $258K
360 Financial, Inc. 0.10% New 1,561 $257K
SeaCrest Wealth Management, LLC 0.03% Reduce -18.2% 1,391 $256K
TD Private Client Wealth LLC 0.01% Add +14.3% 1,389 $255K
Lodestone Wealth Management LLC 0.13% Add +3.6% 1,388 $255K
Caldwell Sutter Capital, Inc. 0.12% No change 1,388 $255K
BIP Wealth, LLC 0.02% No change 1,387 $255K
SYM FINANCIAL Corp 0.04% No change 1,379 $254K
Strategy Asset Managers LLC 0.05% Add +0.1% 1,376 $253K
Bison Wealth, LLC 0.04% Reduce -9.9% 1,376 $253K
Plante Moran Financial Advisors, LLC 0.03% Add +16.4% 1,375 $253K
Ironwood Financial, llc 0.06% Reduce -0.8% 1,369 $252K
Act Two Investors LLC 0.05% Reduce -31.4% 1,369 $252K
Balboa Wealth Partners 0.08% Reduce -34.4% 1,369 $252K
LBMC Investment Advisors, LLC 0.02% No change 1,366 $251K
Y.D. More Investments Ltd 0.04% No change 1,361 $250K
San Luis Wealth Advisors LLC 0.13% No change 1,361 $250K
Truvestments Capital LLC 0.10% Reduce -3.4% 1,349 $248K
Campion Asset Management 0.19% New 1,348 $248K
BCS Wealth Management 0.08% New 1,342 $247K
Aries Wealth Management 0.08% No change 1,339 $246K
Seelaus Asset Management LLC 0.25% Add +6.0% 1,325 $244K
Midland Wealth Advisors, LLC 0.01% No change 1,325 $244K
Debussy Capital Management LP 0.07% Reduce -0.9% 1,365 $243K
First PREMIER Bank 0.06% Reduce -0.2% 1,316 $242K
Broadleaf Partners, LLC 0.06% No change 1,316 $242K
Venture Visionary Partners LLC 0.01% New 1,315 $242K
Channel Wealth LLC 0.10% Reduce -20.7% 1,309 $241K
TNF LLC 0.10% New 1,381 $241K
American National Bank & Trust 0.03% Reduce -19.4% 1,305 $240K
Whalen Wealth Management Inc. 0.18% New 1,304 $240K
LFA - Lugano Financial Advisors SA 0.17% Add +1283.0% 1,300 $239K
Sebold Capital Management, Inc. 0.16% Reduce -0.6% 1,300 $239K
Finivi Inc. 0.22% Add +0.1% 1,299 $239K
Moss Adams Wealth Advisors LLC 0.04% Add +5.5% 1,298 $239K
NorthCoast Asset Management LLC 0.00% New 1,297 $239K
Obsidian Cio, LLC 0.06% New 1,290 $237K
Sierra Capital LLC 0.03% New 1,281 $236K
Albion Financial Group 0.02% No change 1,281 $236K
Diligent Investors, LLC 0.06% No change 1,281 $236K
MWA Asset Management 0.17% Reduce -0.3% 1,274 $234K
Continuum Advisory, LLC 0.04% Add +1.6% 1,307 $234K
EWG Elevate Inc. 0.09% No change 1,266 $233K
Parisi Gray Wealth Management 0.09% Add +0.2% 1,262 $232K
Summit X, LLC 0.06% New 1,260 $232K
REDW Wealth LLC 0.06% Reduce -8.4% 1,260 $232K
Element Wealth, LLC 0.14% No change 1,256 $231K
Brown Brothers Harriman & Co. 0.00% Add +6.6% 1,247 $229K
Hurlow Wealth Management Group, Inc. 0.08% No change 1,240 $228K
Clearview Wealth Advisors LLC 0.23% New 1,235 $227K
Lanark Financial, Inc. 0.02% Reduce -4.8% 1,236 $227K
PEAK6 Investments LLC 0.01% New 1,231 $226K
Riggs Asset Managment Co. Inc. 0.07% Reduce -69.9% 1,230 $226K
Gateway Wealth Partners, LLC 0.08% Reduce -7.6% 1,227 $226K
Key Client Fiduciary Advisors, LLC 0.12% Reduce -12.2% 1,227 $226K
Lodestar Private Asset Management LLC 0.03% No change 1,224 $225K
Firestone Capital Management 0.06% New 1,217 $224K
Cambridge Trust Co. 0.01% Reduce -6.5% 1,213 $223K
Wetzel Investment Advisors, Inc. 0.13% Add +6.2% 1,302 $223K
Strategies Wealth Advisors, LLC 0.03% Add +1.9% 1,209 $222K
Principal Securities, Inc. 0.01% Reduce -3.1% 1,207 $222K
Midwest Financial Group LLC 0.15% Add +1.8% 1,203 $221K
Trifecta Capital Advisors, LLC 0.05% Reduce -2.7% 1,200 $221K
Obermeyer Wealth Partners 0.01% New 1,200 $221K
AlphaStar Capital Management, LLC 0.02% Reduce -98.9% 1,200 $221K
Wealth Architects, LLC 0.03% Reduce -0.3% 1,199 $220K
Thompson Davis & Co., Inc. 0.15% New 1,194 $220K
Confluence Wealth Services, Inc. 0.02% New 1,191 $219K
Westside Investment Management, Inc. 0.05% Add +7.2% 1,193 $219K
Cornerstone Wealth Management, LLC 0.02% Reduce -9.3% 1,176 $216K
SilverOak Wealth Management LLC 0.05% No change 1,175 $216K
Good Life Advisors, LLC 0.02% Reduce -34.1% 1,170 $215K
Jaffetilchin Investment Partners, LLC 0.02% New 1,166 $214K
Faithward Advisors, LLC 0.04% New 1,165 $214K
Texas Yale Capital Corp. 0.01% No change 1,161 $213K
Iron Gate Global Advisors LLC 0.04% Reduce -7.1% 1,157 $211K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -96.3% 1,144 $210K
Motley Fool Wealth Management, LLC 0.01% Reduce -16.9% 1,142 $210K
Marco Investment Management LLC 0.02% No change 1,132 $208K
AllSquare Wealth Management LLC 0.12% No change 1,127 $207K
Taylor & Morgan Wealth Management, LLC 0.15% No change 1,119 $206K
Oakworth Capital, Inc. 0.02% Reduce -0.7% 1,112 $204K
Aviance Capital Partners, LLC 0.03% New 1,108 $204K
Allred Capital Management, LLC 0.08% Reduce -2.9% 1,104 $203K
T. Rowe Price Associates Inc. 0.00% New 1,100 $203K
River Street Advisors LLC 0.14% Reduce -1.7% 1,100 $202K
Banque Pictet & Cie SA 0.00% New 1,100 $202K
Williams & Novak, LLC 0.23% No change 1,131 $202K
SOL Capital Management CO 0.03% New 1,100 $202K
Archer Investment Corp 0.06% No change 1,098 $202K
BBR Partners, LLC 0.02% New 1,098 $202K
Donaldson Capital Management, LLC 0.01% Reduce -17.3% 1,094 $201K
Acropolis Investment Management, LLC 0.01% Add +19.6% 1,085 $200K
Caldwell Trust Co 0.02% Add +20.1% 1,076 $198K
Vestor Capital, LLC 0.02% Add +2.0% 1,042 $192K
Raffa Wealth Management, LLC 0.06% No change 1,021 $188K
Trust Co. of Vermont 0.01% Add +905.0% 1,005 $185K
Clearstead Advisors, LLC 0.01% Reduce -8.8% 959 $171K
Hazlett, Burt & Watson, Inc. 0.10% No change 906 $167K
Mine & Arao Wealth Creation & Management, LLC. 0.08% No change 900 $166K
Franklin Resources Inc. 0.00% Reduce -21.8% 892 $164K
Credit Agricole S A 0.00% Add +4.6% 954 $163K
Solstein Capital, LLC 0.11% No change 885 $163K
Carmichael Hill & Associates, Inc. 0.07% No change 860 $158K
FinTrust Capital Advisors, LLC 0.03% Add +5.9% 858 $158K
LGT Financial Advisors LLC 0.18% Add +65.2% 844 $155K
Crewe Advisors LLC 0.02% No change 785 $144K
Park Place Capital Corp 0.05% Add +26.6% 762 $140K
Founders Financial Alliance, LLC 0.04% Add +12.9% 762 $140K
Mitchell Sinkler & Starr 0.03% Reduce -65.9% 750 $138K
Central Bank & Trust Co. 0.02% Add +7.0% 734 $135K
Legend Financial Advisors, Inc. 0.10% No change 716 $132K
Optimum Investment Advisors 0.06% No change 700 $129K
SouthState Bank Corp 0.01% Add +151.4% 694 $128K
First Manhattan Co. Llc. 0.00% Reduce -15.3% 685 $126K
Colonial Trust Advisors 0.01% No change 680 $125K
United Community Bank 0.05% Reduce -48.5% 671 $123K
Farmers & Merchants Investments Inc. 0.00% No change 666 $122K
Beacon Capital Management, LLC 0.02% Add +71.9% 655 $120K
Cranbrook Wealth Management, LLC 0.03% Reduce -0.6% 650 $120K
Concord Wealth Partners 0.02% Reduce -26.5% 648 $119K
Adirondack Trust Co. 0.05% No change 640 $118K
University of Texas/Texas Am Investment Management Co. 0.03% No change 652 $117K
Paladin Advisory Group, LLC 0.09% No change 637 $116K
Global Assets Advisory, LLC 0.07% New 635 $116K
WR Wealth Planners, LLC 0.04% New 628 $115K
Global Financial Private Client, LLC 0.05% Reduce -11.1% 610 $111K
Hexagon Capital Partners LLC 0.02% Reduce -3.5% 605 $111K
UMB Bank, n.a. 0.00% Reduce -19.4% 596 $110K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -9.2% 590 $108K
Valley National Advisers Inc. 0.02% No change 591 $108K
Goodman Advisory Group, LLC 0.03% New 581 $107K
Atlantic Private Wealth, LLC 0.09% No change 575 $106K
Avion Wealth 0.03% Add +5.0% 564 $104K
Financial Gravity Asset Management, Inc. 0.03% Reduce -40.2% 567 $103K
Centennial Bank 0.05% Add +18.6% 556 $102K
Signaturefd, LLC 0.00% Add +11.4% 556 $102K
Nemes Rush Group LLC 0.01% Reduce -1.3% 552 $102K
Transcendent Capital Group LLC 0.06% No change 550 $101K
Resources Management Corp. /CT/ 0.01% No change 527 $97K
Barrett & Company, Inc. 0.04% No change 512 $94K
Financial Management Professionals, Inc. 0.01% Add +237.5% 513 $94K
West Branch Capital LLC 0.04% No change 484 $89K
Duncker Streett & Co. Inc. 0.02% No change 460 $85K
Indiana Trust & Investment Management Co 0.03% Reduce -5.4% 456 $84K
Mather Group, Llc. 0.00% New 466 $83K
Brown, Lisle/Cummings, Inc. 0.03% No change 442 $81K
Pittenger & Anderson Inc. 0.00% Reduce -20.9% 435 $80K
Anchor Investment Management, LLC 0.01% Add +3.4% 432 $79K
Russell Investments Group, Ltd. 0.00% Add +20.5% 429 $79K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -26.1% 425 $78K
Key Financial Inc 0.02% Reduce -4.7% 423 $78K
TCTC Holdings, LLC 0.00% No change 421 $77K
Townsend Asset Management Corp. /NC/ 0.03% Add +0.2% 421 $77K
Union Savings Bank 0.04% No change 419 $77K
Ancora Advisors LLC 0.00% Reduce -6.3% 414 $76K
Sunbelt Securities, Inc. 0.01% Add +0.3% 409 $75K
Breakwater Investment Management 0.03% — 402 $74K
LRI Investments, LLC 0.02% — 400 $74K
Prestige Wealth Management Group LLC 0.02% No change 396 $73K
Pacific Center for Financial Services 0.02% No change 392 $72K
Phillips Financial Management, LLC 0.01% No change 390 $72K
Tyler-Stone Wealth Management 0.03% No change 387 $71K
PSI Advisors, LLC 0.03% No change 386 $71K
Edmond DE Rothschild Holding S.A. 0.00% No change 385 $71K
Independence Bank of Kentucky 0.02% Add +135.6% 377 $69K
Hamilton Point Investment Advisors, LLC 0.01% No change 377 $69K
Horrell Capital Management, Inc. 0.02% No change 364 $67K
Ameritas Investment Partners, Inc. 0.00% Add +5.8% 364 $67K
Sage Mountain Advisors LLC 0.01% Add +51.1% 355 $65K
Caitlin John, LLC 0.05% No change 349 $64K
Strengthening Families & Communities, LLC 0.04% Add +0.3% 341 $63K
GAMMA Investing LLC 0.01% No change 340 $63K
Bessemer Group Inc. 0.00% Reduce -94.9% 329 $61K
Dunhill Financial, LLC 0.04% No change 327 $60K
Roble, Belko & Company, Inc 0.01% No change 323 $59K
Frazier Financial Advisors, LLC 0.05% No change 317 $58K
Tompkins Financial Corp. 0.01% Add +8.9% 317 $58K
Perkins Coie Trust Co 0.01% No change 317 $58K
Webster Bank, N. A. 0.01% No change 313 $58K
MGB Wealth Management, LLC 0.02% Add +47.6% 310 $57K
Global Trust Asset Management, LLC 0.02% Reduce -32.2% 305 $56K
Hanson & Doremus Investment Management 0.01% No change 302 $56K
Rice Partnership, LLC 0.01% No change 280 $51K
Armor Investment Advisors, LLC 0.02% Add +27.6% 277 $51K
Davis Capital Management 0.05% No change 277 $51K
Salem Investment Counselors Inc. 0.00% Add +11.3% 267 $49K
Macroview Investment Management LLC 0.05% Add +2.7% 264 $49K
Cornerstone Planning Group LLC 0.01% Add +8.2% 263 $47K
North Star Investment Management Corp. 0.00% No change 252 $46K
BOK Financial Private Wealth, Inc. 0.00% Add +242.5% 250 $46K
Dagco, Inc. 0.02% Reduce -86.5% 240 $44K
Lindbrook Capital, LLC 0.00% No change 239 $44K
Tidemark, LLC 0.02% No change 225 $41K
Coston, McIsaac & Partners 0.01% No change 224 $41K
Private Ocean, LLC 0.00% No change 222 $41K
Woodmont Investment Counsel LLC 0.00% New 221 $41K
Burkett Financial Services, LLC 0.02% Add +0.5% 219 $40K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -56.5% 218 $40K
Gradient Investments LLC 0.00% Add +27.5% 218 $40K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -28.3% 215 $40K
Blue Trust, Inc. 0.00% Add +723.1% 214 $39K
JFS Wealth Advisors, LLC 0.00% Reduce -36.0% 212 $39K
Friedenthal Financial 0.02% No change 209 $38K
AdvisorNet Financial, Inc 0.00% No change 207 $38K
Old Second National Bank of Aurora 0.01% No change 200 $37K
Capital Investment Counsel, Inc 0.01% No change 200 $37K
Provident Wealth Management, LLC 0.01% New 198 $36K
Arax Advisory Partners 0.00% No change 196 $36K
Register Financial Advisors LLC 0.02% No change 185 $34K
First Community Trust NA 0.03% No change 184 $34K
Biltmore Family Office, LLC 0.01% No change 175 $32K
WASHINGTON TRUST Co 0.00% No change 175 $32K
Gold Investment Management Ltd. 0.01% No change 175 $32K
Investors Research Corp 0.01% No change 167 $31K
Creekmur Asset Management LLC 0.01% Reduce -0.6% 166 $31K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 165 $30K
Provenance Wealth Advisors, LLC 0.00% No change 165 $30K
Rothschild Investment LLC 0.00% Add +0.6% 163 $30K
Operose Advisors LLC 0.01% No change 161 $30K
Vima LLC 0.03% No change 186 $28K
GPS Wealth Strategies Group, LLC 0.00% Reduce -93.6% 146 $27K
St Germain D J Co. Inc. 0.00% No change 145 $27K
SOA Wealth Advisors, LLC. 0.01% No change 140 $26K
Bellevue Asset Management, LLC 0.01% No change 138 $25K
Financial Perspectives, Inc 0.01% No change 131 $24K
Aspire Private Capital, LLC 0.01% Reduce -20.0% 128 $24K
Winch Advisory Services, LLC 0.01% No change 126 $23K
Pacifica Partners Inc. 0.01% No change 125 $23K
Private Capital Management LLC 0.00% No change 122 $22K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 120 $22K
Highline Wealth Partners LLC 0.01% New 117 $22K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -37.8% 115 $21K
Wagner Wealth Management, LLC 0.01% No change 108 $20K
Elevation Wealth Partners, LLC 0.01% No change 105 $19K
First Command Advisory Services, Inc. 0.00% Add +23.8% 130 $19K
Steph & Co. 0.01% No change 104 $19K
REAP Financial Group, LLC 0.01% No change 101 $19K
Bank of New Hampshire 0.00% No change 101 $19K
Tower View Wealth Management LLC 0.01% No change 97 $18K
DecisionPoint Financial, LLC 0.01% No change 101 $18K
EverSource Wealth Advisors, LLC 0.00% New 101 $18K
Investment Research & Advisory Group, Inc. 0.01% No change 94 $17K
Financial Connections Group, Inc. 0.02% No change 90 $17K
Game Plan Financial Advisors, LLC 0.01% No change 90 $17K
Center for Financial Planning, Inc. 0.00% No change 87 $16K
Abound Wealth Management 0.01% Add +36.7% 82 $15K
Balentine LLC 0.00% No change 82 $15K
Colonial Trust Co / SC 0.00% No change 80 $15K
MTM Investment Management, LLC 0.01% Add +216.0% 79 $15K
Highlander Capital Management, LLC 0.01% No change 78 $14K
Oxford Financial Group, LTD. LLC 0.00% No change 78 $14K
Hantz Financial Services, Inc. 0.00% New 75 $14K
WealthShield Partners, LLC 0.00% No change 76 $14K
Carolinas Wealth Consulting LLC 0.00% No change 73 $13K
NorthRock Partners, LLC 0.00% No change 72 $13K
Anfield Capital Management, LLC 0.01% Reduce -99.9% 70 $13K
Thompson Investment Management, Inc. 0.00% Reduce -48.1% 67 $12K
Tortoise Investment Management, LLC 0.00% No change 66 $12K
Signature Resources Capital Management, LLC 0.01% No change 67 $12K
Glassman Wealth Services 0.00% Add +47.5% 59 $11K
SJS Investment Consulting Inc. 0.00% New 58 $11K
ICA Group Wealth Management, LLC 0.00% Add +51.4% 53 $10K
Providence Capital Advisors, LLC 0.00% Reduce -79.0% 53 $10K
Castleview Partners, LLC 0.01% No change 51 $9K
Future Financial Wealth Managment LLC 0.01% New 50 $9K
Missouri Trust & Investment Co 0.00% No change 50 $9K
Northwest Investment Counselors, LLC 0.00% New 48 $9K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 48 $9K
Northwest Capital Management Inc 0.00% No change 46 $9K
Arvest Investments, Inc. 0.00% No change 44 $8K
EnRich Financial Partners LLC 0.00% New 44 $8K
Asset Dedication, LLC 0.00% No change 46 $8K
Washington Trust Advisors, Inc. 0.00% No change 43 $8K
CVA Family Office, LLC 0.00% No change 43 $8K
Wolff Wiese Magana LLC 0.01% No change 40 $7K
Covestor Ltd 0.00% Add +23.3% 37 $7K
Cassady Schiller Wealth Management, LLC 0.00% New 37 $7K
Parkside Financial Bank & Trust 0.00% No change 36 $7K
Cedar Mountain Advisors, LLC 0.00% No change 34 $6K
Janiczek Wealth Management, LLC 0.00% No change 34 $6K
Sachetta, LLC 0.00% No change 33 $6K
Jamison Private Wealth Management, Inc. 0.00% No change 30 $6K
Retirement Group, LLC 0.00% Reduce -99.1% 29 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 28 $5K
Logan Capital Management Inc. 0.00% No change 27 $5K
Eukles Asset Management 0.00% No change 27 $5K
Lowe Wealth Advisors, LLC 0.00% No change 20 $4K
Advanced Asset Management Advisors Inc 0.00% No change 20 $4K
Angeles Wealth Management, LLC 0.00% No change 20 $4K
NewSquare Capital LLC 0.00% No change 20 $4K
Costello Asset Management, INC 0.00% No change 18 $3K
Hartford Financial Management Inc. 0.00% No change 13 $2K
MCF Advisors LLC 0.00% No change 12 $2K
LifeSteps Financial, Inc. 0.00% New 12 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 12 $2K
Evermay Wealth Management LLC 0.00% No change 10 $2K
M&R Capital Management Inc. 0.00% No change 8 $1K
Semmax Financial Advisors Inc. 0.00% No change 5 $831
Raleigh Capital Management Inc. 0.00% Reduce -80.0% 1 $189
FWL Investment Management, LLC 0.00% No change 1 $184
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $184

"% of holder's portfolio" is XLY's weight in each manager's 13F, not the share of SS Consumer Disc Select Sect the manager owns.