SS Consumer Disc Select SectXLYETF

13F holders, Q2 2024 (June 30)
1,117holders −18
82new positions
97sold out
7famous investors
$182.29avg. 13F price*

At the end of Q2 2024, 1,117 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, down 18 from Q1 2024. 82 opened new positions and 97 sold out. The largest holders were Bank of America Corp. ($3.8B), Barclays PLC ($1.0B) and JPMorgan Chase & Co. ($753.0M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions82$110.2M
Exits97$487.7M

All 13F filers, Q1 2024 → Q2 2024: 8,498,894 shares bought and 9,556,581 shares sold, net −1,057,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,117 holders

Bank of America Corp. 0.37% Add +0.4% 20,929,029 $3.8B
Barclays PLC 0.47% Add +2538.5% 5,552,827 $1.0B
JPMorgan Chase & Co. 0.07% Add +2.0% 4,128,479 $753.0M
Morgan Stanley 0.05% Add +7.6% 3,670,545 $669.5M
Wells Fargo & Company 0.13% Reduce -2.5% 2,837,753 $517.6M
Envestnet Asset Management Inc. 0.16% Add +4.3% 2,488,213 $453.9M
Ameriprise Financial Inc. 0.09% Add +1.3% 1,905,193 $347.5M
UBS Group AG 0.10% Reduce -8.3% 1,749,933 $319.2M
Raymond James & Associates 0.20% Add +0.7% 1,698,111 $309.7M
PGIM Custom Harvest LLC 5.97% Reduce -8.8% 1,465,314 $267.3M
Janney Montgomery Scott LLC 0.76% Add +0.3% 1,360,627 $248.2M
Goldman Sachs Group Inc. 0.05% Add +45.2% 1,355,609 $247.3M
LPL Financial LLC 0.11% Reduce -11.9% 1,180,307 $215.3M
CHURCHILL MANAGEMENT Corp 2.46% Reduce -27.5% 1,144,815 $208.8M
Truist Financial Corp. 0.30% Reduce -2.8% 1,095,660 $199.8M
WestEnd Advisors, LLC 4.73% Add +1.6% 1,003,773 $183.1M
Cibc World Market Inc. 0.38% Add +6.2% 832,342 $151.8M
BlackRock Inc. 0.00% Reduce -31.3% 828,937 $151.2M
Agf Management Ltd. 0.73% Reduce -2.6% 719,912 $131.3M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.8% 708,030 $129.1M
Fisher Asset Management 0.05% Reduce -14.1% 683,101 $124.6M
Royal Bank of Canada 0.03% Reduce -9.7% 619,398 $113.0M
Natixis 0.69% Add +0.2% 601,442 $109.7M
Longbow Finance SA 8.63% Reduce -4.3% 458,005 $83.5M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -24.8% 385,003 $70.2M
D. E. Shaw & Co. 0.09% Reduce -41.8% 335,649 $61.2M
Victory Capital Management Inc. 0.06% Add +4.6% 316,392 $57.7M
Cetera Investment Advisers 0.13% Reduce -4.0% 313,952 $57.3M
Stifel Financial Corp. 0.06% Reduce -5.5% 299,825 $54.7M
US Bancorp \de 0.07% Add +0.7% 299,688 $54.7M
Northern Trust Corp. 0.01% Add +0.3% 296,060 $54.0M
HighTower Advisors, LLC 0.08% Reduce -1.6% 296,115 $54.0M
Swan Global Investments, LLC 2.66% Reduce -10.2% 292,032 $53.3M
Squarepoint Ops LLC 0.20% Add +22.9% 287,471 $52.4M
Factory Mutual Insurance Co. 0.59% Reduce -33.2% 284,000 $51.8M
Meitav Investment House Ltd. 0.85% Add +10.7% 260,542 $47.5M
Wolverine Trading, LLC 0.78% Reduce -8.9% 259,703 $47.4M
MML Investors Services, LLC 0.19% Add +6.4% 258,830 $47.2M
Quantitative Investment Management, LLC 5.05% Add +504.9% 254,093 $46.3M
Gerber Kawasaki Wealth & Investment Management 2.23% Add +7.4% 244,684 $44.6M
Capital Investment Advisors, LLC 0.98% Add +7.4% 238,546 $43.5M
Commonwealth Equity Services, LLC 0.07% Reduce -20.0% 236,222 $43.1M
KCM Investment Advisors LLC 1.52% Add +3.1% 231,077 $42.1M
RiverFront Investment Group, LLC 1.11% Add +0.5% 228,371 $41.7M
Advisory Alpha, LLC 1.64% Add +18.3% 228,029 $41.6M
Peapack Gladstone Financial Corp. 0.61% Reduce -0.7% 217,286 $39.6M
Migdal Insurance & Financial Holdings Ltd. 0.66% Reduce -78.0% 216,388 $39.5M
Qube Research & Technologies Ltd 0.07% Reduce -31.0% 204,770 $37.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.00% Reduce -12.6% 183,974 $33.6M
Armstrong Advisory Group, Inc. 2.94% Reduce -7.5% 182,146 $33.2M
Osaic Holdings, Inc. 0.08% Reduce -29.1% 180,597 $33.0M
Full Sail Capital, LLC 2.17% Add +5.4% 177,055 $32.3M
Alps Advisors Inc. 0.22% Add +4.7% 175,331 $32.0M
Rockefeller Capital Management L.P. 0.09% Reduce -26.0% 175,208 $32.0M
EP Wealth Advisors, LLC 0.32% Reduce -17.2% 166,394 $30.4M
BNP Paribas Financial Markets 0.03% Add +160.1% 158,234 $28.9M
TD Asset Management Inc 0.03% No change 150,000 $27.4M
Susquehanna International Group, LLP 0.05% Reduce -32.3% 147,488 $26.9M
Perbak Capital Partners LLP 7.88% New 146,185 $26.7M
Millennium Management 0.02% Reduce -38.7% 142,692 $26.0M
Assetmark, Inc. 0.08% Add +1.8% 138,668 $25.3M
PNC Financial Services Group, Inc. 0.02% Reduce -7.4% 132,677 $24.2M
CW Advisors, LLC 0.38% Reduce -0.9% 131,176 $23.9M
Citigroup Inc. 0.02% Reduce -88.5% 130,938 $23.9M
Bar Harbor Wealth Management 1.59% Reduce -0.3% 130,926 $23.9M
Trek Financial, LLC 1.83% Reduce -2.3% 126,429 $23.1M
Spinnaker Trust 1.45% Reduce -0.3% 124,330 $22.7M
Wellspring Financial Advisors, LLC 2.51% Add +13.9% 122,528 $22.3M
Cwm, LLC 0.11% Add +2.6% 122,116 $22.3M
Oppenheimer Asset Management Inc. 0.28% Add +23.1% 119,123 $21.7M
Mariner, LLC 0.04% Reduce -3.3% 116,906 $21.3M
Thrivent Financial for Lutherans 0.04% Reduce -29.2% 116,543 $21.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.90% No change 115,537 $21.1M
Graypoint LLC 1.45% Add +5.2% 115,067 $21.0M
Bellwether Advisors, LLC 4.24% Reduce -8.8% 110,896 $20.2M
Prudential Financial Inc. 0.03% Add +66.4% 109,802 $20.0M
Biltmore Wealth Management, LLC 8.47% Add +6.2% 107,164 $19.5M
Foundations Investment Advisors, LLC 0.46% Add +401.8% 104,432 $19.0M
Balyasny Asset Management L.P. 0.05% Add +6.5% 104,327 $19.0M
FMR LLC 0.00% Add +127.8% 104,125 $19.0M
Corient Private Wealth LP 0.03% Reduce -12.7% 102,399 $18.7M
Renaissance Technologies 0.03% Add +1149.4% 101,200 $18.5M
Janney Capital Management LLC 1.23% Reduce -1.8% 95,327 $17.4M
Pathstone Holdings, LLC 0.08% Reduce -8.2% 94,899 $17.3M
Martin & Co. Inc. 4.13% Reduce -0.1% 89,924 $16.4M
Paloma Partners Management Co 1.76% New 88,463 $16.1M
IMZ Advisory Inc 8.03% Add +0.8% 88,253 $16.1M
Old National Bancorp 0.38% Reduce -6.8% 87,606 $16.0M
WBH Advisory Inc. 1.58% Add +1.7% 85,485 $15.6M
Salomon & Ludwin, LLC 1.73% Reduce -29.3% 85,175 $15.5M
Harel Insurance Investments & Financial Services Ltd. 0.29% Reduce -0.6% 84,724 $15.5M
Sanctuary Advisors, LLC 0.11% — 86,981 $15.3M
Credit Agricole S A 0.09% Add +8285.7% 80,000 $14.6M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -23.5% 78,735 $14.4M
Ashton Thomas Private Wealth, LLC 0.78% Add +12.5% 77,211 $14.1M
GTS Securities LLC 0.29% Add +133.2% 76,131 $13.9M
BW Gestao de Investimentos Ltda. 1.83% Add +78.1% 75,930 $13.8M
Kingsview Wealth Management, LLC 0.32% Add +3.5% 73,733 $13.4M
Avantax Advisory Services, Inc. 0.09% Add +7.3% 72,857 $13.3M
Cubist Systematic Strategies, LLC 0.23% Add +15.8% 72,798 $13.3M
Krilogy Financial LLC 0.97% Add +10.8% 72,172 $13.2M
Itau Unibanco Holding S.A. 0.54% New 71,888 $13.1M
Baird Financial Group, Inc. 0.03% Reduce -6.9% 70,944 $12.9M
Marshall Wace, LLP 0.02% New 70,025 $12.8M
Comerica Bank 0.05% Reduce -1.0% 62,320 $11.4M
Fifth Third Bancorp 0.04% Reduce -5.8% 62,059 $11.3M
Stillwater Capital Advisors, LLC 1.57% Add +3.7% 61,607 $11.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.29% Reduce -30.2% 60,000 $10.9M
Ayalon Insurance Comp Ltd. 3.40% Reduce -3.6% 56,638 $10.3M
SG Americas Securities, LLC 0.07% Reduce -51.2% 56,193 $10.3M
Jane Street Group, LLC 0.01% Reduce -80.5% 55,214 $10.1M
Atria Investments, Inc 0.13% Reduce -24.6% 55,161 $10.1M
Provida Pension Fund Administrator 0.25% No change 54,220 $9.9M
Petredis Investment Advisors LLC 1.10% Reduce -4.9% 53,921 $9.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.09% Add +0.1% 53,792 $9.8M
Kestra Advisory Services, LLC 0.05% Add +11.9% 53,352 $9.7M
Envestnet Portfolio Solutions, Inc. 0.03% Add +6.4% 52,973 $9.7M
Steward Partners Investment Advisory, LLC 0.10% Reduce -11.0% 52,513 $9.6M
Private Advisor Group, LLC 0.06% Reduce -32.7% 52,066 $9.5M
Ameraudi Asset Management, Inc. 4.26% Reduce -1.7% 51,300 $9.4M
MMBG Investment Advisors Co. 1.00% Reduce -8.4% 51,195 $9.3M
Walleye Capital LLC 0.11% Reduce -84.2% 50,315 $9.2M
DAVENPORT & Co LLC 0.06% Add +0.5% 49,224 $9.0M
German American Bancorp, Inc. 0.98% Reduce -0.2% 46,750 $8.5M
Allspring Global Investments Holdings, LLC 0.01% Reduce -14.0% 46,640 $8.5M
Clarity Financial LLC 1.27% Reduce -14.6% 46,226 $8.4M
Innealta Capital, LLC 2.80% Reduce -12.8% 46,215 $8.4M
Premier Path Wealth Partners, LLC 1.42% Add +0.8% 45,534 $8.3M
Point72 Asset Management 0.03% Add +16.2% 45,214 $8.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -7.7% 43,235 $7.9M
Forbes J M & Co. LLP 0.81% Reduce -0.6% 43,177 $7.9M
J. Goldman & Co LP 0.29% Add +86.8% 42,382 $7.7M
Bank of Montreal 0.00% Reduce -39.1% 42,120 $7.7M
IHT Wealth Management, LLC 0.29% Reduce -39.3% 42,239 $7.7M
Creative Planning 0.01% Reduce -1.4% 41,988 $7.7M
Astor Investment Management LLC 3.51% Reduce -10.3% 41,774 $7.6M
Quadrature Capital Ltd 0.13% New 41,387 $7.5M
Bank Hapoalim BM 1.10% Reduce -5.7% 40,583 $7.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.01% No change 40,539 $7.4M
Proquility Private Wealth Partners, LLC 2.51% Add +2.1% 40,338 $7.4M
Park Avenue Securities LLC 0.09% Add +18.6% 39,277 $7.2M
Vickerman Investment Advisors, Inc. 2.29% Reduce -1.2% 39,111 $7.1M
Advisory Services Network, LLC 0.15% Reduce -11.2% 38,838 $7.1M
Intrua Financial, LLC 1.13% Reduce -42.3% 38,217 $7.0M
Callan Capital, LLC 0.57% Reduce -0.1% 38,183 $7.0M
Schonfeld Strategic Advisors LLC 0.05% Add +126.6% 37,676 $6.9M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -1.6% 37,267 $6.8M
Centaurus Financial, Inc. 0.45% Reduce -56.1% 36,879 $6.7M
TCP Asset Management, LLC 1.70% Add +5.4% 36,819 $6.7M
First Interstate Bank 0.44% Add +1.7% 36,578 $6.7M
Atria Wealth Solutions, Inc. 0.07% Add +8.7% 36,196 $6.6M
Davis R M Inc. 0.13% Reduce -6.2% 35,859 $6.5M
Farmers Trust Co. 1.30% Add +0.3% 35,125 $6.4M
Keebeck Wealth Management 0.93% Reduce -1.2% 34,862 $6.4M
Chemung Canal Trust Co. 1.22% Reduce -1.1% 34,541 $6.3M
Sykon Capital LLC 2.37% Reduce -2.9% 34,468 $6.3M
Mercer Global Advisors Inc. 0.02% Reduce -5.2% 45,056 $6.3M
Brave Asset Management Inc. 1.59% Add +0.1% 34,136 $6.2M
Orange Investment Advisors, Inc. 0.81% Reduce -0.6% 35,338 $6.2M
Carnegie Investment Counsel 0.19% Reduce -0.5% 33,758 $6.2M
Harbour Trust & Investment Management Co 0.72% Reduce -0.5% 33,042 $6.0M
Concurrent Investment Advisors, LLC 0.20% Add +7.6% 33,023 $6.0M
Pinnacle Associates Ltd. 0.09% Add +0.1% 32,935 $6.0M
First Merchants Corp. 0.24% Reduce -0.4% 32,480 $5.9M
Tamar Securities, LLC 0.96% Add +10.7% 32,357 $5.9M
Anfield Capital Management, LLC 2.79% Add +44884.3% 31,489 $5.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -58.3% 30,790 $5.7M
Rothschild Capital Partners, LLC 1.61% No change 30,933 $5.6M
HSBC Holdings PLC 0.00% Add +7.2% 30,707 $5.6M
Cresset Asset Management, LLC 0.02% Reduce -8.9% 30,505 $5.6M
Dakota Wealth Management 0.13% Add +11.3% 30,358 $5.5M
Colton Groome Financial Advisors, LLC 2.18% Add +11.2% 30,284 $5.5M
Segment Wealth Management, LLC 0.41% Reduce -0.5% 30,277 $5.5M
Peterson Wealth Management 3.26% Add +26.3% 28,983 $5.3M
Pallas Capital Advisors LLC 0.24% Add +4.5% 27,828 $5.3M
Winthrop Capital Management, LLC 2.63% Add +2.1% 28,814 $5.3M
First Trust Investment Solutions L.P. 0.74% Add +1.9% 28,623 $5.2M
NewEdge Advisors, LLC 0.04% Add +41.9% 28,367 $5.2M
Equitable Holdings, Inc. 0.05% Reduce -21.4% 28,241 $5.2M
Sandy Spring Bank 0.23% Reduce -2.1% 28,237 $5.2M
Elevation Point Wealth Partners, LLC 0.41% Add +1.4% 28,213 $5.1M
Asset Advisors Investment Management, LLC 0.55% Add +91.8% 27,449 $5.0M
J.W. Cole Advisors, Inc. 0.23% Reduce -8.3% 27,189 $5.0M
Quantinno Capital Management LP 0.09% Add +77.5% 26,966 $4.9M
B. Riley Wealth Advisors, Inc. 0.12% Add +17.8% 26,717 $4.9M
Atlas Capital Advisors Inc. 0.63% Reduce -11.9% 26,663 $4.9M
Toth Financial Advisory Corp. 0.62% Add +0.7% 26,606 $4.9M
Trust Co 0.62% Reduce -0.5% 26,493 $4.8M
Harrell Investment Partners, LLC 1.40% Add +29.3% 26,482 $4.8M
Freedom Investment Management, Inc. 0.39% Reduce -7.7% 26,259 $4.8M
Innova Wealth Partners 3.43% Reduce -0.9% 26,257 $4.8M
Simmons Bank 0.36% Reduce -2.9% 26,232 $4.8M
Ameritas Advisory Services, LLC 0.18% Add +5.4% 25,936 $4.7M
Steele Capital Management, Inc. 0.26% Reduce -5.7% 25,622 $4.7M
AdvisorShares Investments LLC 0.81% Reduce -15.2% 25,532 $4.7M
Granite Harbor Advisors, Inc. 3.03% Add +7.7% 25,610 $4.7M
M&T Bank Corp 0.02% Reduce -0.5% 25,195 $4.6M
Howard Capital Management Group, LLC 0.34% Add +0.5% 25,102 $4.6M
Stephens Inc. 0.07% Reduce -8.7% 24,848 $4.5M
Focus Financial Network, Inc. 0.19% Reduce -10.6% 23,011 $4.4M
Financial Counselors Inc. 0.07% Reduce -3.4% 24,127 $4.4M
James Investment Research, Inc. 0.52% No change 24,026 $4.4M
Founders Financial Securities LLC 0.41% Add +4.6% 24,013 $4.4M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -7.6% 24,010 $4.4M
Glenmede Trust Co. NA 0.02% Reduce -0.9% 23,415 $4.3M
MAI Capital Management 0.04% Add +0.7% 23,197 $4.2M
Neville Rodie & Shaw Inc. 0.32% Reduce -2.6% 22,990 $4.2M
Horizon Investments, LLC 0.12% Add +1.6% 22,861 $4.2M
Retirement Planning Group, LLC 0.26% Add +4.9% 22,572 $4.1M
Keybank National Association 0.02% Reduce -3.5% 22,492 $4.1M
Benjamin F. Edwards & Company, Inc. 0.07% Add +16.2% 22,374 $4.1M
AMG National Trust Bank 0.11% Add +44.3% 22,230 $4.1M
Associated Banc-Corp 0.13% Reduce -3.5% 22,168 $4.0M
Robertson Stephens Wealth Management, LLC 0.21% Reduce -38.1% 22,042 $4.0M
Provident Co of the Employees of the Hebrew University LTD 4.78% Add +188.8% 22,025 $4.0M
TCV Trust & Wealth Management, Inc. 0.38% Reduce -2.8% 21,921 $4.0M
Kennicott Capital Management LLC 1.65% No change 21,818 $4.0M
Transcend Capital Advisors, LLC 0.29% Reduce -0.7% 21,685 $4.0M
Cornerstone Advisors, LLC 0.16% Add +40.3% 21,600 $3.9M
Merit Financial Group, LLC 0.09% Reduce -0.5% 21,320 $3.9M
Sabal Trust CO 0.23% Reduce -1.6% 21,173 $3.9M
RFG Advisory, LLC 0.13% Reduce -16.9% 21,151 $3.9M
Cullen Capital Management, LLC 0.04% New 21,061 $3.8M
Zurich Insurance Group Ltd 0.03% Reduce -67.4% 21,214 $3.8M
Madison Park Capital Advisors, LLC 3.12% New 20,440 $3.7M
Orleans Capital Management Corp. 2.35% Reduce -0.3% 20,296 $3.7M
TRUE Private Wealth Advisors 0.42% Add +3.7% 20,193 $3.7M
Blair William & Co. 0.01% Add +3.4% 20,042 $3.7M
Jackson, Grant Investment Advisers, Inc. 1.48% Add +0.1% 20,028 $3.7M
Clal Insurance Enterprises Holdings Ltd 0.04% No change 20,000 $3.6M
Venturi Wealth Management, LLC 0.22% Add +0.2% 19,931 $3.6M
Sigma Planning Corp 0.11% Reduce -1.6% 19,846 $3.6M
Cooksen Wealth, LLC 3.65% Add +7.3% 19,845 $3.6M
Integrated Wealth Concepts LLC 0.05% Add +4.7% 19,838 $3.6M
Long Run Wealth Advisors, LLC 0.91% Reduce -63.6% 19,758 $3.6M
Banco Santander, S.A. 0.04% Add +105.8% 19,573 $3.6M
Fca Corp. 1.14% Add +1.1% 19,481 $3.6M
Bfsg, LLC 0.44% Reduce -1.0% 19,180 $3.5M
Csenge Advisory Group 0.20% Add +4.8% 19,041 $3.5M
Spire Wealth Management 0.12% Reduce -26.0% 18,984 $3.5M
GeoWealth Management, LLC 0.15% Reduce -30.8% 18,821 $3.4M
Stockman Wealth Management, Inc. 0.59% Add +1.1% 18,556 $3.4M
Integrated Advisors Network LLC 0.17% Add +3.9% 18,375 $3.4M
Macquarie Group Ltd. 0.00% Add +345.2% 18,359 $3.3M
TrinityPoint Wealth, LLC 0.52% Add +2.7% 18,357 $3.3M
Brandywine Oak Private Wealth LLC 0.34% Reduce -1.4% 18,164 $3.3M
Verition Fund Management LLC 0.03% Add +476.2% 18,150 $3.3M
Bank of New York Mellon Corp 0.00% Add +11.6% 18,070 $3.3M
Waverly Advisors, LLC 0.06% Add +1.0% 18,059 $3.3M
AlphaMark Advisors, LLC 1.14% Reduce -1.4% 17,940 $3.3M
FIL Ltd 0.00% Add +0.3% 17,543 $3.2M
Tritonpoint Wealth, LLC 0.31% Reduce -7.7% 17,426 $3.2M
Snowden Capital Advisors LLC 0.10% Reduce -3.2% 17,325 $3.2M
Tiaa Trust, National Association 0.01% Reduce -1.6% 17,293 $3.2M
1832 Asset Management L.P. 0.01% Reduce -13.8% 16,957 $3.1M
Laidlaw Wealth Management LLC 1.70% Add +0.3% 16,938 $3.1M
Mathes Company, Inc. 1.11% No change 16,600 $3.0M
Dai-ichi Life Holdings, Inc. 3.56% Add +15.4% 16,500 $3.0M
Great Lakes Advisors, LLC 0.03% Add +2.2% 16,481 $3.0M
Mutual Advisors, LLC 0.09% Reduce -70.2% 16,035 $3.0M
Captrust Financial Advisors 0.01% Reduce -5.1% 16,313 $3.0M
Independent Financial Group, LLC 0.12% Add +8.9% 16,265 $3.0M
Evolution Wealth Advisors, LLC 0.57% Add +6.7% 16,006 $2.9M
Terra Nova Asset Management LLC 2.27% Reduce -0.3% 15,756 $2.9M
Lido Advisors, LLC 0.02% Reduce -86.3% 15,718 $2.9M
Beacon Pointe Advisors, LLC 0.03% Reduce -14.5% 15,618 $2.8M
Kestra Private Wealth Services, LLC 0.06% Reduce -5.3% 15,610 $2.8M
Jones Financial Companies LLLP 0.00% Add +124.6% 15,596 $2.8M
Commerce Bank 0.02% Reduce -4.7% 15,536 $2.8M
Concourse Financial Group Securities, Inc. 0.18% Add +8.0% 15,401 $2.8M
MontVue Capital Management, Inc. 2.23% Add +0.1% 15,399 $2.8M
First Horizon Advisors, Inc. 0.09% Add +2.5% 15,387 $2.8M
jvl associates llc 1.12% Reduce -0.1% 15,367 $2.8M
Pennsylvania Capital Management Inc. 1.08% No change 15,327 $2.8M
Oppenheimer & Co. Inc. 0.04% Add +10.0% 15,086 $2.8M
One Wealth Map LLC 1.69% Add +1.3% 14,382 $2.7M
Y-Intercept (Hong Kong) Ltd 0.15% Add +664.8% 14,913 $2.7M
Gladstone Institutional Advisory LLC 0.14% Reduce -42.1% 14,605 $2.7M
Bank of Marin 2.24% Reduce -1.0% 14,264 $2.6M
Point72 (DIFC) Ltd 0.23% Add +26.5% 14,025 $2.6M
Providence First Trust Co 1.15% No change 14,015 $2.6M
GenTrust, LLC 0.14% Add +7.1% 13,999 $2.6M
SkyView Investment Advisors, LLC 0.45% Add +3.0% 13,943 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -5.3% 13,750 $2.5M
Man Group plc 0.01% Reduce -31.8% 13,706 $2.5M
Butensky & Cohen Financial Security, Inc. 0.78% Add +0.6% 13,517 $2.5M
Stratos Wealth Advisors, LLC 0.12% Add +8.1% 13,474 $2.5M
Birchcreek Wealth Management, LLC 1.38% Reduce -10.9% 13,399 $2.4M
Diversified, LLC 0.29% Reduce -1.3% 13,382 $2.4M
First National Bank of Hutchinson 1.56% Add +0.0% 13,370 $2.4M
Boltwood Capital Management 0.76% Reduce -18.6% 13,364 $2.4M
Creative Financial Designs Inc. 0.22% Add +576.1% 13,360 $2.4M
Marion Wealth Management 0.71% Add +1.1% 13,245 $2.4M
Essex Private Wealth Management, LLC 6.07% Add +19.7% 13,088 $2.4M
Canton Hathaway, LLC 0.65% Add +0.9% 13,057 $2.4M
Evercore Wealth Management, LLC 0.04% Reduce -12.7% 12,912 $2.4M
Chesapeake Wealth Management 0.85% Reduce -1.7% 12,856 $2.3M
CIBC Private Wealth Group LLC 0.00% Reduce -1.6% 12,014 $2.3M
CoreCap Advisors, LLC 0.24% Reduce -58.0% 12,413 $2.3M
Stratos Wealth Partners, LTD. 0.04% Reduce -2.6% 12,404 $2.3M
Constitution Capital LLC 1.19% Reduce -3.0% 12,398 $2.3M
Cerity Partners LLC 0.01% Add +30.9% 12,374 $2.3M
Financial Freedom, LLC 1.28% Reduce -1.7% 12,315 $2.2M
Avitas Wealth Management LLC 0.33% Add +0.5% 12,234 $2.2M
Donald L. Hagan, LLC 1.18% Add +7.4% 12,213 $2.2M
Oak Family Advisors, LLC 0.84% Reduce -1.6% 12,142 $2.2M
Summit Trail Advisors, LLC 0.06% Reduce -4.9% 11,944 $2.2M
Windsor Capital Management, LLC 0.67% Reduce -11.1% 11,843 $2.2M
Regions Financial Corp. 0.02% Reduce -1.1% 11,747 $2.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.86% Add +1.2% 11,702 $2.1M
Harbour Investments, Inc. 0.07% Reduce -1.7% 11,685 $2.1M
Richard W. Paul & Associates, LLC 0.82% Add +4.4% 11,628 $2.1M
Zullo Investment Group, Inc. 0.92% Add +2.7% 11,520 $2.1M
Camelot Technology Advisors, Inc. 1.95% Add +0.1% 11,471 $2.1M
Dynamic Advisor Solutions LLC 0.07% Add +9.1% 11,471 $2.1M
Darwin Wealth Management, LLC 1.04% Reduce -65.2% 11,460 $2.1M
Johnson Investment Counsel Inc. 0.02% Reduce -0.8% 11,389 $2.1M
Colony Family Offices, LLC 0.66% No change 11,336 $2.1M
Choate Investment Advisors 0.05% Add +0.9% 11,298 $2.1M
National Bank of Canada 0.00% Reduce -9.8% 11,263 $2.1M
Atom Investors LP 0.20% No change 11,200 $2.0M
Proffitt & Goodson Inc. 0.36% Add +9.3% 11,169 $2.0M
Caprock Group, LLC 0.08% Reduce -0.5% 11,159 $2.0M
Natixis Advisors, LLC 0.00% New 11,104 $2.0M
Capital Analysts, LLC 0.09% Reduce -6.6% 11,079 $2.0M
Mechanics Bank Trust Department 0.29% Reduce -5.7% 11,024 $2.0M
Trust Co. of Oklahoma 0.70% Reduce -0.6% 10,993 $2.0M
Stonebridge Financial Planning Group, LLC 1.01% Reduce -1.3% 10,979 $2.0M
Magnolia Capital Management Ltd. 1.67% No change 10,921 $2.0M
Family Asset Management, LLC 1.28% Add +3.0% 10,878 $2.0M
Sapient Capital LLC 0.04% Add +1.8% 10,839 $2.0M
Meridian Wealth Management, LLC 0.24% New 10,805 $2.0M
Scotia Capital Inc. 0.01% Reduce -58.1% 10,756 $2.0M
One Charles Private Wealth Services, LLC 0.82% Add +15.4% 10,741 $2.0M
Nelson Capital Management, LLC 0.35% Add +1.4% 10,661 $1.9M
Fiduciary Group, LLC 0.21% Add +26.1% 10,632 $1.9M
HB Wealth Management, LLC 0.02% Add +41.4% 10,599 $1.9M
Rovin Capital /Ut/ 0.80% Add +0.0% 10,563 $1.9M
NBT Bank, N.A. 0.14% Add +2.8% 10,492 $1.9M
Hancock Whitney Corp. 0.06% No change 10,400 $1.9M
United Asset Strategies, Inc. 0.19% Reduce -4.8% 10,317 $1.9M
Bray Capital Advisors 0.47% Reduce -1.4% 10,305 $1.9M
Valeo Financial Advisors, LLC 0.06% Add +11.4% 10,180 $1.9M
Point Windward Advisors Inc. 0.77% Add +0.1% 10,179 $1.9M
IMC-Chicago, LLC 0.06% Reduce -12.6% 10,177 $1.9M
Gsa Capital Partners LLP 0.13% Add +26.8% 10,129 $1.8M
Realta Investment Advisors 0.36% Reduce -5.6% 10,125 $1.8M
Hilltop Holdings Inc. 0.21% Reduce -22.7% 10,004 $1.8M
Redwood Financial Network Corp 1.51% Reduce -1.2% 9,888 $1.8M
Whittier Trust Co. 0.03% Reduce -2.0% 9,875 $1.8M
Herbst Group, LLC 1.08% Reduce -2.7% 9,751 $1.8M
Magnus Financial Group LLC 0.20% Reduce -0.8% 9,622 $1.8M
Pettyjohn, Wood & White, Inc. 0.34% Add +4.4% 9,544 $1.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.2% 9,515 $1.7M
Orion Portfolio Solutions, LLC 0.02% Reduce -5.2% 9,515 $1.7M
Avidian Wealth Enterprises, LLC 0.08% Add +0.0% 9,453 $1.7M
Ensign Peak Advisors, Inc 0.00% Reduce -12.8% 9,385 $1.7M
Soltis Investment Advisors LLC 0.18% Reduce -26.7% 9,359 $1.7M
Valmark Advisers, Inc. 0.03% Add +3.7% 9,289 $1.7M
Dorsey & Whitney Trust CO LLC 0.12% Add +1.3% 9,281 $1.7M
Foguth Wealth Management, LLC. 0.74% Add +52.3% 9,144 $1.7M
Raymond James Trust N.A. 0.04% Add +10.3% 9,128 $1.7M
Bangor Savings Bank 0.17% Add +15.8% 9,046 $1.6M
Dumont & Blake Investment Advisors LLC 0.23% Add +122.5% 8,992 $1.6M
Cary Street Partners Investment Advisory LLC 0.07% Reduce -8.8% 8,974 $1.6M
IFG Advisory, LLC 0.10% New 8,892 $1.6M
Capital Advisors, Ltd. LLC 0.21% No change 8,824 $1.6M
Narus Financial Partners, LLC 0.65% Add +1.0% 8,806 $1.6M
StoneX Group Inc. 0.13% Reduce -5.8% 8,802 $1.6M
Horizon Financial Services, LLC 1.01% Add +16.3% 8,722 $1.6M
Tocqueville Asset Management L.P. 0.03% Reduce -7.5% 8,647 $1.6M
D.A. Davidson & Co. 0.01% Add +5.8% 8,616 $1.6M
Atticus Wealth Management, LLC 0.51% Reduce -23.8% 8,592 $1.6M
Kingswood Wealth Advisors, LLC 0.14% Add +3.8% 8,545 $1.6M
O'shaughnessy Asset Management, LLC 0.02% Add +43.6% 8,504 $1.6M
RiverGlades Family Offices LLC 1.20% No change 8,488 $1.5M
Waterway Wealth Management, LLC 0.75% Reduce -7.0% 8,388 $1.5M
C2C Wealth Management, LLC 1.48% Reduce -0.2% 8,315 $1.5M
Worth Asset Management, LLC 0.90% Add +112.4% 8,299 $1.5M
Avior Wealth Management, LLC 0.06% Reduce -5.2% 8,264 $1.5M
Strategic Wealth Investment Group, LLC 0.19% — 8,212 $1.5M
Wulff, Hansen & Co. 1.47% No change 8,185 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +8.9% 8,175 $1.5M
ARS Investment Partners, LLC 0.14% Add +0.9% 8,168 $1.5M
Okabena Investment Services Inc. 0.47% No change 8,091 $1.5M
Brown Advisory Inc. 0.00% Add +13.3% 8,053 $1.5M
RPg Family Wealth Advisory, LLC 0.48% Add +0.5% 7,960 $1.5M
Arkadios Wealth Advisors 0.10% Add +204.2% 7,904 $1.4M
Claro Advisors Inc. 0.23% Reduce -1.4% 7,900 $1.4M
Calamos Wealth Management LLC 0.08% No change 7,891 $1.4M
Beaumont Financial Advisors, LLC 0.12% Add +0.3% 7,885 $1.4M
Ledyard National Bank 0.14% Reduce -5.9% 7,849 $1.4M
Privium Fund Management (UK) Ltd 0.56% No change 7,587 $1.4M
Abbot Financial Management, Inc. 0.76% No change 7,775 $1.4M
Hall Kathryn A. 0.33% No change 7,768 $1.4M
Encompass More Asset Management 1.01% Add +18.8% 7,747 $1.4M
Walleye Trading LLC 0.03% Reduce -89.4% 7,741 $1.4M
SteelPeak Wealth, LLC 0.07% Reduce -4.3% 7,734 $1.4M
Nations Financial Group Inc, /Ia/ 0.12% Add +2.7% 7,729 $1.4M
Pine Valley Investments Ltd Liability Co 0.10% Add +42.6% 7,717 $1.4M
Elevated Capital Advisors, LLC 0.40% Reduce -64.5% 7,703 $1.4M
Certified Advisory Corp 0.18% Reduce -0.7% 7,682 $1.4M
Exchange Capital Management, Inc. 0.23% Reduce -3.7% 7,600 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 7,587 $1.4M
TAP Consulting, LLC 0.29% Add +259.1% 7,559 $1.4M
AE Wealth Management LLC 0.01% Add +7.0% 7,528 $1.4M
Montecito Bank & Trust 0.28% Reduce -1.8% 7,454 $1.4M
Laurel Wealth Advisors LLC 0.24% Reduce -13.7% 7,450 $1.4M
Signet Financial Management, LLC 0.18% Add +24.9% 7,430 $1.4M
Gallagher Fiduciary Advisors, LLC 0.30% Reduce -14.8% 7,307 $1.3M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -3.6% 7,256 $1.3M
&partners 0.06% New 7,253 $1.3M
Capital Insight Partners, LLC 0.25% Reduce -0.5% 7,211 $1.3M
Clarus Wealth Advisors 0.70% Add +1.3% 6,856 $1.3M
Kovack Advisors, Inc. 0.14% New 7,191 $1.3M
Jacobi Capital Management LLC 0.11% Reduce -12.9% 7,173 $1.3M
Country Club Bank 0.09% No change 7,080 $1.3M
Focus Partners Wealth 0.00% Add +224.8% 7,119 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -4.5% 7,090 $1.3M
Rockland Trust Co. 0.07% Add +209.4% 6,999 $1.3M
Afg Fiduciary Services Limited Partnership 0.89% Add +0.4% 6,681 $1.3M
Synovus Financial Corp. 0.02% Add +0.9% 6,949 $1.3M
Brookstone Capital Management 0.02% Reduce -16.1% 6,585 $1.3M
New Wave Wealth Advisors LLC 0.67% — 6,844 $1.2M
Great Valley Advisor Group, Inc. 0.03% Reduce -3.6% 6,812 $1.2M
HBW Advisory Services LLC 0.20% Add +42.8% 6,737 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -4.6% 6,713 $1.2M
Parallel Advisors, LLC 0.03% Add +1.1% 6,674 $1.2M
AQR Capital Management 0.00% Add +2.8% 6,660 $1.2M
Hoylecohen, LLC 0.09% Reduce -2.3% 6,657 $1.2M
Plimoth Trust Co. LLC 0.32% Reduce -6.4% 6,656 $1.2M
Crestwood Advisors Group, LLC 0.03% Reduce -1.7% 6,655 $1.2M
Madden Advisory Services, Inc. 0.62% Add +0.1% 6,649 $1.2M
Roberts Wealth Advisors, LLC 0.41% Reduce -3.8% 6,374 $1.2M
M3 Advisory Group, LLC 1.00% Add +8.8% 6,631 $1.2M
Bristlecone Advisors, LLC 0.10% Reduce -14.7% 6,611 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -4.9% 6,589 $1.2M
Fort Point Capital Partners LLC 0.15% Reduce -3.0% 6,558 $1.2M
Crew Capital Management, Ltd 0.95% Reduce -22.8% 6,511 $1.2M
Simplicity Wealth,LLC 0.03% Reduce -76.1% 6,486 $1.2M
Kanawha Capital Management LLC 0.09% Reduce -2.2% 6,451 $1.2M
Monetary Management Group Inc. 0.31% Reduce -0.1% 6,375 $1.2M
St. Johns Investment Management Company, LLC 0.55% Reduce -7.1% 6,294 $1.1M
Western Wealth Management, LLC 0.08% Reduce -3.0% 6,278 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -5.8% 6,269 $1.1M
Contravisory Investment Management, Inc. 0.25% Reduce -0.5% 6,260 $1.1M
Fifth Lane Capital, LP 2.51% New 6,137 $1.1M
Glass Jacobson Investment Advisors llc 0.41% Reduce -3.2% 6,127 $1.1M
Grassi Investment Management 0.10% Reduce -2.7% 6,094 $1.1M
Frank, Rimerman Advisors LLC 0.08% No change 6,069 $1.1M
Private Wealth Advisors, LLC 0.48% Add +0.0% 6,024 $1.1M
Shepherd Financial Partners LLC 0.14% Reduce -2.6% 6,022 $1.1M
Ingalls & Snyder LLC 0.05% Add +0.3% 6,018 $1.1M
Sentinel Trust Co. Lba 0.13% Add +2.9% 5,986 $1.1M
Neuberger Berman Group LLC 0.00% Add +66.4% 5,965 $1.1M
MKT Advisors LLC 0.54% Reduce -14.0% 5,722 $1.1M
Advisory Resource Group 0.25% Add +11.9% 5,959 $1.1M
PFG Advisors 0.07% Add +7.3% 5,862 $1.1M
IFP Advisors, Inc 0.04% Add +15.0% 5,860 $1.1M
Mirador Capital Partners LP 0.20% Add +3.1% 5,836 $1.1M
Baker Avenue Asset Management, LP 0.04% Reduce -6.3% 5,826 $1.1M
Country Trust Bank 0.03% Reduce -5.8% 5,818 $1.1M
First Wilshire Securities Management Inc. 0.32% No change 5,798 $1.1M
Quadcap Wealth Management, LLC 0.19% Reduce -0.7% 5,763 $1.1M
Transamerica Financial Advisors, LLC 0.11% No change 5,748 $1.0M
CreativeOne Wealth, LLC 0.05% Reduce -57.8% 5,744 $1.0M
SMART Wealth LLC 0.42% Add +22.9% 5,660 $1.0M
Belpointe Asset Management LLC 0.07% Reduce -23.8% 5,658 $1.0M
First Business Financial Services, Inc. 0.11% No change 5,651 $1.0M
Beacon Financial Advisory LLC 0.38% Reduce -0.4% 5,599 $1.0M
Arrow Financial Corp 0.10% No change 5,583 $1.0M
Rwa Wealth Partners, LLC 0.01% Reduce -0.3% 5,523 $1.0M
Lighthouse Investment Partners, LLC 0.06% New 5,500 $1.0M
City Holding Co. 0.15% Reduce -3.4% 5,484 $1.0M
Smithbridge Asset Management Inc. 0.21% Reduce -4.3% 5,442 $993K
Level Four Advisory Services, LLC 0.04% Reduce -48.1% 5,397 $984K
Global Retirement Partners, LLC 0.03% Add +2.6% 5,381 $982K
Northwestern Mutual Wealth Management Co. 0.00% Add +15.4% 5,314 $969K
Wedbush Securities Inc. 0.03% Add +3.9% 5,265 $960K
Sharper & Granite LLC 0.45% Add +2.6% 5,200 $948K
Rothschild Wealth LLC 0.30% Reduce -0.7% 5,142 $938K
Wealthcare Advisory Partners LLC 0.03% Add +32.9% 5,113 $933K
Davies Financial Advisors, Inc. 0.86% Add +1.3% 5,057 $922K
Integral Investment Advisors, Inc. 0.34% Add +9.6% 4,973 $917K
Koshinski Asset Management, Inc. 0.08% Add +58.5% 4,811 $914K
SVB Wealth LLC 0.02% Add +6.4% 4,964 $905K
Cornerstone National Bank & Trust Co 0.44% Reduce -0.1% 4,954 $904K
9258 Wealth Management, LLC 0.14% Add +2.1% 4,940 $901K
Mission Creek Capital Partners, Inc. 0.22% Reduce -6.7% 4,870 $888K
Bailard, Inc. 0.02% Reduce -2.3% 4,839 $883K
Family Firm, Inc. 0.20% Add +0.1% 4,837 $882K
Perigon Wealth Management, LLC 0.03% Reduce -23.0% 4,811 $877K
Laurion Capital Management LP 0.03% Add +2.1% 4,800 $876K
Diversify Advisory Services, LLC 0.05% Add +35.1% 4,600 $874K
Tudor Investment Corporation 0.01% Reduce -89.5% 4,789 $874K
NewEdge Wealth, LLC 0.02% Add +0.1% 4,778 $871K
Institute for Wealth Management, LLC. 0.12% No change 4,761 $868K
Fifth Third Wealth Advisors LLC 0.07% Add +7.2% 4,752 $867K
Capital Investment Counsel, LLC 0.17% Add +64.7% 4,689 $855K
Regal Investment Advisors LLC 0.06% Add +5.6% 4,681 $854K
Ashton Thomas Securities, LLC 0.20% — 4,374 $839K
Allworth Financial LP 0.01% Add +8.8% 4,453 $836K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.9% 4,556 $831K
Ally Invest Advisors Inc. 0.08% Add +13.7% 4,543 $829K
OneDigital Investment Advisors LLC 0.01% Add +34.2% 4,434 $809K
Prospera Financial Services Inc 0.02% Reduce -30.7% 4,429 $808K
Axxcess Wealth Management, LLC 0.02% Reduce -73.9% 4,429 $808K
International Assets Investment Management, LLC 0.08% Reduce -1.4% 4,415 $805K
Thomasville National Bank 0.06% Reduce -5.4% 4,368 $797K
Harbor Investment Advisory, LLC 0.08% Reduce -6.3% 4,365 $796K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.8% 4,348 $793K
Archford Capital Strategies, LLC 0.13% No change 4,319 $788K
Marcum Wealth, LLC 0.08% Reduce -1.3% 4,282 $781K
Larson Financial Group LLC 0.05% Reduce -7.7% 4,255 $776K
Schrum Private Wealth Management LLC 0.69% Add +0.0% 4,180 $762K
Stock Yards Bank & Trust Co. 0.03% Reduce -42.7% 4,174 $761K
Independent Order of Foresters 0.46% No change 4,100 $748K
V2 Financial group LLC 0.50% No change 4,000 $743K
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1.37% No change 4,071 $742K
Wealthgarden F.S. LLC 0.78% — 4,042 $737K
Williams Jones Wealth Management, LLC. 0.01% Reduce -17.5% 4,035 $736K
Vishria Bird Financial Group, LLC 0.31% No change 4,030 $735K
Rollins Financial Advisors, LLC 0.13% Reduce -23.7% 4,015 $732K
Optas, LLC 0.19% No change 4,007 $731K
Flagship Harbor Advisors, LLC 0.04% Reduce -15.4% 3,954 $721K
WT Wealth Management 0.25% Add +2.0% 3,953 $721K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.3% 3,915 $714K
E&G Advisors, LLC 0.21% No change 3,890 $709K
Rockingstone Advisors LLC 0.36% No change 3,880 $708K
Vista Investment Management 0.29% No change 3,869 $706K
OneAscent Financial Services LLC 0.10% New 3,848 $702K
CENTRAL TRUST Co 0.02% Reduce -1.3% 3,780 $689K
Trilogy Capital Inc. 0.04% Reduce -87.5% 3,719 $678K
Florida Financial Advisors, LLC 0.40% Reduce -2.0% 3,702 $675K
Oxler Private Wealth LLC 0.25% Reduce -0.6% 3,700 $675K
Invst, LLC 0.07% Reduce -92.4% 3,638 $666K
Pure Financial Advisors, LLC 0.02% Reduce -0.3% 3,645 $665K
Money Concepts Capital Corp. 0.06% Reduce -15.2% 3,616 $660K
First National Trust Co 0.03% Reduce -0.1% 3,587 $654K
Citizens Financial Group Inc. 0.01% New 3,522 $642K
Burford Brothers, Inc. 0.37% Add +3.9% 3,504 $639K
Brighton Jones LLC 0.02% Add +8.5% 3,493 $637K
CX Institutional 0.03% Reduce -67.9% 3,486 $636K
Argent Trust Co 0.03% Reduce -4.3% 3,460 $631K
Lunt Capital Management, Inc. 0.31% New 3,455 $630K
Roman Butler Fullerton & Co. 0.20% Add +10.8% 3,274 $627K
Smith Salley Wealth Management 0.04% No change 3,433 $626K
Phillips Wealth Planners LLC 0.66% Add +0.3% 3,270 $626K
Purus Wealth Management, LLC 0.28% Reduce -0.3% 3,422 $624K
Wealthspire Advisors, LLC 0.01% Add +15.9% 3,405 $621K
Exencial Wealth Advisors, LLC 0.02% Reduce -0.1% 3,401 $620K
Financial & Tax Architects, LLC 0.17% Reduce -2.8% 3,396 $619K
Choreo, LLC 0.01% New 3,375 $618K
Athena Investment Management 0.37% No change 3,350 $611K
Greenleaf Trust 0.01% Reduce -3.5% 3,329 $607K
Empirical Asset Management, LLC 0.23% Reduce -38.5% 3,310 $604K
First Foundation Advisors 0.02% No change 3,288 $600K
Signature Wealth Management Partners, LLC 0.46% Reduce -1.5% 3,287 $600K
Triumph Capital Management 0.23% New 3,282 $599K
Dearborn Partners LLC 0.03% Add +5.0% 3,264 $595K
Sequent Planning LLC 0.20% Add +7.0% 3,220 $589K
Clarius Group, LLC 0.04% No change 3,188 $581K
Sound Income Strategies, LLC 0.04% Add +20.3% 3,186 $581K
Prosperity Consulting Group, LLC 0.08% No change 3,172 $578K
Burns J W & Co. Inc. 0.08% Reduce -4.4% 3,168 $578K
Fernwood Investment Management, LLC 0.18% No change 3,163 $577K
Sequoia Financial Advisors, LLC 0.01% Add +2.7% 3,153 $575K
Fenimore Asset Management Inc 0.01% No change 3,138 $572K
First United Bank & Trust 0.21% Reduce -5.9% 3,125 $570K
Insight Advisors, LLC/ PA 0.10% Add +1.8% 3,122 $570K
KPP Advisory Services LLC 0.15% No change 3,123 $570K
Mendel Capital Management LLC 0.37% Add +7.8% 3,106 $567K
Mma Asset Management LLC 0.26% No change 3,073 $561K
Advisor OS, LLC 0.06% Reduce -89.7% 3,056 $557K
Campbell Wealth Management 0.18% Add +27.0% 3,042 $555K
Chilton Capital Management LLC 0.02% No change 3,040 $554K
Clare Market Investments LLC 0.15% Reduce -4.7% 3,031 $553K
Perennial Investment Advisors, LLC 0.08% New 3,030 $553K
Charter Oak Capital Management, LLC 0.06% No change 3,013 $550K
McAdam, LLC 0.03% Reduce -3.5% 3,007 $548K
Ascent Group, LLC 0.04% Reduce -10.2% 2,982 $544K
Relative Value Partners Group, LLC 0.07% New 2,981 $544K
Lake Street Private Wealth, LLC 0.07% Reduce -3.6% 2,981 $544K
Lynch & Associates 0.12% No change 2,981 $544K
World Investment Advisors 0.03% New 2,959 $540K
Eagle Ridge Investment Management 0.05% Reduce -1.4% 2,955 $539K
Apexium Financial, LP 0.04% Reduce -0.2% 2,944 $537K
Abbrea Capital, LLC 0.07% Reduce -3.2% 2,940 $536K
Essex LLC 0.12% Reduce -0.2% 2,932 $535K
Park Edge Advisors, LLC 0.16% New 2,918 $532K
Two Sigma Securities, LLC 0.03% New 2,909 $531K
Fiduciary Trust Co 0.01% No change 2,897 $528K
GYL Financial Synergies, LLC 0.04% Reduce -3.3% 2,895 $528K
QRG Capital Management, Inc. 0.01% Add +7.7% 2,874 $524K
Hyman Charles D 0.03% No change 2,875 $524K
Prostatis Group LLC 0.18% Reduce -1.0% 2,864 $522K
Tucker Asset Management LLC 0.12% Reduce -95.3% 2,859 $521K
Leuthold Group, LLC 0.06% No change 2,831 $516K
Ranch Capital Advisors Inc. 0.27% Reduce -12.9% 2,816 $514K
Tempus Wealth Planning, LLC 0.21% Add +3.4% 2,779 $507K
Ieq Capital, LLC 0.01% Reduce -36.9% 2,770 $505K
Baldwin Wealth Partners LLC 0.04% No change 2,770 $505K
Avantax Planning Partners, Inc. 0.02% Add +0.2% 2,759 $503K
Meridian Wealth Advisors, LLC 0.09% No change 2,740 $500K
Sage Capital Management, LLC 0.26% Add +0.2% 2,724 $497K
Private Trust Co. NA 0.05% Reduce -1.1% 2,706 $493K
Summit Financial, LLC 0.02% New 2,703 $493K
Councilmark Asset Management, LLC 0.35% No change 2,700 $492K
Girard Partners LTD. 0.05% Reduce -7.6% 2,696 $492K
MV Capital Management, Inc. 0.06% Reduce -29.0% 2,695 $492K
Moloney Securities Asset Management, LLC 0.07% Reduce -5.1% 2,682 $489K
Stonebrook Private Inc. 0.14% Add +6.2% 2,670 $487K
Mission Wealth Management, LP 0.01% Reduce -4.2% 2,667 $486K
Joseph P. Lucia & Associates, LLC 0.25% Reduce -5.6% 2,654 $484K
Nadler Financial Group, Inc. 0.06% No change 2,648 $483K
Capstone Investment Advisors, LLC 0.02% New 2,641 $482K
Occidental Asset Management, LLC 0.08% Add +43.3% 2,624 $479K
tru Independence LLC 0.14% Reduce -3.5% 2,617 $477K
Second Half Financial Partners, LLC 0.38% New 2,575 $470K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -2.8% 2,575 $470K
Mgo One Seven LLC 0.02% Add +2.4% 2,568 $468K
Blue Chip Partners, LLC 0.04% Add +41.1% 2,561 $467K
Destiny Wealth Partners, LLC 0.08% Reduce -6.4% 2,555 $466K
Johnson Financial Group, Inc. 0.02% Add +81.8% 2,551 $465K
Childress Capital Advisors, LLC 0.13% New 2,533 $462K
Geneos Wealth Management Inc. 0.02% Reduce -1.8% 2,524 $460K
Ausdal Financial Partners, Inc. 0.05% Add +5.4% 2,522 $460K
Rehmann Capital Advisory Group 0.03% Add +66.7% 2,502 $456K
Peak Asset Management, LLC 0.09% Reduce -37.5% 2,493 $455K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -21.5% 2,462 $449K
Whalerock Point Partners, LLC 0.12% No change 2,444 $446K
CHICAGO TRUST Co NA 0.09% Reduce -0.1% 2,444 $446K
Tsfg, LLC 0.10% Reduce -2.2% 2,439 $445K
Pacific Sun Financial Corp 0.26% No change 2,406 $439K
Whitener Capital Management, Inc. 0.13% Add +7.6% 2,380 $434K
L.M. Kohn & Company 0.12% Add +30.1% 2,375 $433K
USA Financial Formulas 0.07% Reduce -11.9% 2,365 $431K
Journey Advisory Group, LLC 0.05% No change 2,357 $430K
Silverlake Wealth Management LLC 0.18% Add +33.0% 2,356 $430K
SS&H Financial Advisors, Inc. 0.17% No change 2,333 $426K
Fifth Third Securities, Inc. 0.04% Reduce -2.8% 2,325 $424K
Visionary Wealth Advisors 0.03% Reduce -0.5% 2,324 $424K
Chevy Chase Trust Holdings, LLC 0.00% No change 2,311 $422K
Mattern Wealth Management LLC 0.10% No change 2,310 $421K
Goelzer Investment Management, Inc. 0.02% Add +4.6% 2,306 $421K
NWF Advisory Services Inc. 0.07% Add +0.1% 2,298 $419K
Ironwood Investment Counsel, LLC 0.07% Add +1.9% 1,626 $418K
Fagan Associates, Inc. 0.07% Add +1.8% 2,293 $418K
Main Street Financial Solutions, LLC 0.04% Reduce -0.2% 2,283 $416K
Prevail Innovative Wealth Advisors, LLC 0.15% New 2,282 $416K
Allen Investment Management, LLC 0.01% No change 2,278 $416K
Keel Point, LLC 0.04% Reduce -59.2% 2,324 $414K
Beacon Bridge Wealth Partners, LLC 0.19% Add +17.0% 2,261 $412K
Pitcairn Co. 0.03% No change 2,260 $412K
Cullen/Frost Bankers, Inc. 0.01% No change 2,256 $411K
Consolidated Capital Management, LLC 0.20% Add +14.6% 2,255 $411K
Mill Creek Capital Advisors, LLC 0.01% Add +1.4% 2,249 $410K
Insigneo Advisory Services, LLC 0.05% Reduce -10.9% 2,385 $408K
Turtle Creek Wealth Advisors, LLC 0.09% Reduce -91.1% 2,237 $408K
Nvwm, LLC 0.11% No change 2,225 $406K
Chemistry Wealth Management LLC 0.10% No change 2,225 $406K
Regent Peak Wealth Advisors LLC 0.09% Reduce -3.6% 2,223 $405K
Coldstream Capital Management Inc. 0.01% Reduce -27.3% 2,222 $405K
Townsquare Capital LLC 0.01% Reduce -21.8% 2,218 $405K
Moors & Cabot, Inc. 0.02% Reduce -7.6% 2,201 $401K
Sage Capital Advisors,llc 0.11% Reduce -1.0% 2,191 $400K
Noesis Capital Mangement Corp. 0.09% New 2,175 $397K
Inscription Capital, LLC 0.06% Add +13.6% 2,171 $396K
Bridge Advisory, LLC 0.19% Add +0.2% 2,169 $396K
FineMark National Bank & Trust 0.01% No change 2,167 $395K
Wealth Quarterback LLC 0.22% Add +0.2% 2,163 $395K
Legacy Financial Strategies, LLC 0.09% No change 2,101 $395K
Olistico Wealth, LLC 0.25% Reduce -1.0% 2,156 $393K
STAR Financial Bank 0.30% No change 2,146 $391K
Zacks Investment Management 0.00% Add +47.5% 2,134 $389K
Acorn Financial Advisory Services Inc. 0.07% Add +20.1% 2,123 $387K
Buckingham Strategic Wealth, LLC 0.00% Reduce -13.2% 2,117 $386K
Heartwood Wealth Advisors LLC 0.05% Add +0.3% 2,105 $384K
Strategic Blueprint, LLC 0.03% Add +1.5% 2,105 $384K
Two Sigma Investments, LP 0.00% Reduce -99.3% 2,101 $383K
3EDGE Asset Management, LP 0.03% Add +8.4% 2,097 $382K
Core Alternative Capital 0.08% Reduce -53.3% 2,088 $381K
Freestone Capital Holdings, LLC 0.01% Add +1.9% 2,087 $381K
PEAK6 Investments LLC 0.02% Add +69.2% 2,083 $380K
Kathmere Capital Management, LLC 0.04% No change 2,072 $378K
Source Financial Advisors LLC 0.11% Reduce -3.0% 2,048 $374K
Swmg, LLC 0.16% Add +6.8% 2,019 $368K
Wedmont Private Capital 0.02% Add +0.2% 1,921 $368K
Strategic Family Wealth Counselors, L.L.C. 0.14% No change 2,000 $365K
Waterloo Capital, L.P. 0.04% Add +4.7% 1,998 $364K
Manchester Capital Management LLC 0.04% Add +9.1% 1,991 $363K
Tyche Wealth Partners LLC 0.09% Add +34.5% 1,968 $359K
Bokf, NA 0.01% Reduce -4.2% 1,956 $357K
RMR Wealth Builders 0.04% Reduce -41.7% 1,954 $356K
Frisch Financial Group, Inc. 0.11% Reduce -4.4% 1,937 $353K
Talisman Wealth Advisors LLC 0.41% Reduce -1.0% 1,923 $351K
Waldron Private Wealth LLC 0.02% No change 1,922 $351K
Berger Financial Group, Inc 0.03% Reduce -0.4% 1,909 $348K
SkyOak Wealth, LLC 0.08% Reduce -5.5% 1,907 $348K
360 Financial, Inc. 0.13% Add +22.1% 1,906 $348K
Polymer Capital Management (HK) LTD 0.07% New 1,900 $347K
Alpine Woods Capital Investors, LLC 0.05% No change 1,900 $347K
LVM Capital Management Ltd. 0.04% No change 1,893 $345K
JNBA Financial Advisors 0.04% No change 1,890 $345K
Capital Investment Advisory Services, LLC 0.04% Add +9.9% 1,890 $345K
Bensler, LLC 0.05% No change 1,886 $344K
Autumn Glory Partners, LLC 0.17% No change 1,880 $343K
ELCO Management Co., LLC 0.20% Add +5.7% 1,870 $341K
Arista Wealth Management, LLC 0.09% New 1,870 $341K
Trust Point Inc. 0.03% No change 1,870 $341K
InTrack Investment Management Inc 0.24% Add +3.0% 1,867 $341K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -1.4% 1,858 $339K
Clear Creek Financial Management, LLC 0.04% Reduce -3.3% 1,889 $339K
Performance Wealth Partners, LLC 0.01% Add +0.9% 1,842 $336K
Elevatus Welath Management 0.13% No change 1,839 $335K
HUB Investment Partners, LLC 0.02% No change 1,838 $335K
Peoples Financial Services Corp. 0.15% Reduce -5.2% 1,831 $334K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -3.8% 1,828 $333K
Parsons Capital Management Inc. 0.02% Reduce -17.7% 1,818 $332K
Confluence Wealth Services, Inc. 0.03% Add +52.6% 1,817 $331K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +5.9% 1,804 $331K
Valley Wealth Managers, Inc. 0.03% Reduce -15.3% 1,813 $331K
Jackson Hole Capital Partners, LLC 0.07% No change 1,812 $331K
Precedent Wealth Partners, LLC 0.13% No change 1,809 $330K
Howland Capital Management LLC 0.02% Reduce -3.9% 1,802 $329K
Consolidated Portfolio Review Corp 0.08% Reduce -21.6% 1,802 $329K
SeaCrest Wealth Management, LLC 0.04% Add +29.4% 1,800 $328K
Dynamic Wealth Strategies, LLC 0.28% Reduce -0.6% 1,800 $328K
Legacy Private Trust Co. 0.02% Reduce -1.4% 1,787 $326K
Private Wealth Group, LLC 0.17% No change 1,778 $324K
Deutsche Bank AG 0.00% No change 1,776 $324K
Aptus Capital Advisors, LLC 0.01% Reduce -30.1% 1,773 $323K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -21.1% 1,765 $322K
Bay Rivers Group 0.17% No change 1,753 $320K
Empower Advisory Group, LLC 0.00% Reduce -14.7% 1,739 $317K
Shulman DeMeo Asset Management LLC 0.08% Reduce -42.6% 1,738 $317K
Apollon Wealth Management, LLC 0.01% Reduce -27.2% 1,738 $317K
TFO Wealth Partners, LLC 0.06% New 1,733 $316K
Balboa Wealth Partners 0.08% Add +26.1% 1,727 $315K
Sterling Investment Management, LLC 0.24% Reduce -12.7% 1,727 $315K
Bragg Financial Advisors, Inc 0.01% Add +8.3% 1,715 $313K
Private Wealth Partners, LLC 0.02% No change 1,710 $312K
Y.D. More Investments Ltd 0.03% Add +25.7% 1,711 $312K
Seven Springs Wealth Group, LLC 0.12% No change 1,708 $312K
First Citizens Bank & Trust Co. 0.01% No change 1,681 $307K
Community Bank, N.A. 0.04% No change 1,681 $307K
Everett Harris & Co. 0.00% Reduce -6.2% 1,676 $306K
Vontobel Holding Ltd. 0.00% Reduce -51.3% 1,648 $301K
Bleakley Financial Group, LLC 0.01% Reduce -5.7% 1,647 $300K
TD Waterhouse Canada Inc. 0.00% Reduce -58.3% 1,639 $300K
Gray Wealth Management Inc. 0.13% Add +7.3% 1,641 $299K
Strategic Advisors LLC 0.06% Reduce -0.3% 1,620 $295K
Smith, Moore & Co. 0.03% Add +12.6% 1,600 $292K
King Luther Capital Management Corp. 0.00% New 1,599 $292K
RPS Advisory Solutions LLC 0.27% — 1,598 $291K
Halbert Hargrove Global Advisors, LLC 0.02% Add +3.5% 1,592 $290K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -22.5% 1,587 $290K
1900 Wealth Management LLC 0.03% Add +0.3% 1,582 $289K
AAFMAA Wealth Management & Trust LLC 0.14% New 1,581 $288K
Penobscot Wealth Management 0.17% Reduce -0.3% 1,522 $288K
Fulcrum Equity Management 0.26% Add +1.9% 1,578 $288K
Apollon Financial, LLC 0.09% No change 1,576 $287K
Journey Strategic Wealth LLC 0.01% New 1,574 $287K
University of Texas/Texas Am Investment Management Co. 0.06% Add +137.4% 1,548 $282K
Glen Eagle Advisors, LLC 0.05% Reduce -28.6% 1,547 $282K
Executive Wealth Management, LLC 0.05% Reduce -6.1% 1,534 $280K
HBK Sorce Advisory LLC 0.01% Reduce -8.4% 1,516 $277K
Fielder Capital Group LLC 0.11% No change 1,513 $276K
Debussy Capital Management LP 0.08% Add +10.8% 1,512 $276K
River Wealth Advisors LLC 0.04% No change 1,491 $272K
Campion Asset Management 0.21% Add +10.4% 1,488 $271K
Lodestone Wealth Management LLC 0.14% Add +7.0% 1,485 $271K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -13.9% 1,475 $270K
WealthTrust Asset Management, LLC 0.20% Reduce -2.9% 1,476 $269K
PFG Investments, LLC 0.02% Reduce -63.5% 1,470 $268K
Resolute Wealth Strategies, LLC 0.15% Add +0.2% 1,467 $268K
American State Bank (Iowa) 0.17% No change 1,464 $267K
Flagstar Securities, Inc. 0.07% Add +0.1% 1,462 $267K
Dimension Capital Management LLC 0.05% No change 1,458 $266K
XTX Topco Ltd 0.02% New 1,449 $264K
Modera Wealth Management, LLC 0.00% No change 1,443 $263K
Peoples Bank 0.20% No change 1,436 $262K
Luts & Greenleigh Group, Inc. 0.27% — 1,431 $261K
TD Private Client Wealth LLC 0.01% Add +3.0% 1,431 $261K
DF Dent & Co. Inc. 0.00% No change 1,431 $261K
Farther Finance Advisors, LLC 0.01% Reduce -3.6% 1,424 $261K
Onyx Bridge Wealth Group LLC 0.04% Reduce -7.6% 1,423 $259K
Montag A & Associates Inc. 0.01% Reduce -6.6% 1,420 $259K
Horizon Wealth Management, LLC 0.06% No change 1,420 $259K
TBH Global Asset Management, LLC 0.06% No change 1,413 $258K
NFSG Corp 0.10% Reduce -45.6% 1,412 $257K
Accurate Wealth Management, LLC 0.06% New 1,342 $257K
Summit X, LLC 0.06% Add +10.9% 1,398 $256K
Caldwell Sutter Capital, Inc. 0.13% No change 1,388 $253K
Bison Wealth, LLC 0.04% No change 1,376 $253K
SYM FINANCIAL Corp 0.04% No change 1,379 $252K
Tiller Private Wealth, Inc. 0.11% New 1,374 $251K
TNF LLC 0.09% Add +0.1% 1,382 $251K
Foundation Wealth Management, LLC 0.20% New 1,369 $250K
American National Bank & Trust 0.03% Add +4.9% 1,369 $250K
Financial Advocates Investment Management 0.02% Reduce -11.5% 1,368 $250K
LBMC Investment Advisors, LLC 0.02% No change 1,366 $249K
San Luis Wealth Advisors LLC 0.06% No change 1,361 $248K
Ironwood Financial, llc 0.06% Reduce -1.0% 1,355 $247K
Truvestments Capital LLC 0.10% Add +0.2% 1,352 $247K
Ascentis Independent Advisors 0.05% — 1,345 $245K
BCS Wealth Management 0.12% No change 1,342 $245K
Aries Wealth Management 0.08% No change 1,339 $244K
Atlanta Consulting Group Advisors, LLC 0.05% New 1,339 $244K
Seelaus Asset Management LLC 0.25% No change 1,325 $242K
Midland Wealth Advisors, LLC 0.01% No change 1,325 $242K
Broadleaf Partners, LLC 0.06% No change 1,316 $240K
Milestone Asset Management, LLC 0.06% New 1,315 $240K
Plante Moran Financial Advisors, LLC 0.02% Reduce -4.4% 1,314 $240K
Wetzel Investment Advisors, Inc. 0.14% No change 1,302 $239K
First PREMIER Bank 0.06% Reduce -0.1% 1,315 $239K
Secure Asset Management, LLC 0.05% Reduce -15.6% 1,308 $239K
Whalen Wealth Management Inc. 0.19% Add +0.1% 1,306 $238K
Venture Visionary Partners LLC 0.01% Reduce -0.9% 1,303 $238K
Element Wealth, LLC 0.13% Add +3.6% 1,301 $237K
LFA - Lugano Financial Advisors SA 0.18% No change 1,300 $237K
Moss Adams Wealth Advisors LLC 0.03% No change 1,298 $237K
Annex Advisory Services, LLC 0.01% Reduce -37.5% 1,296 $236K
Acorn Creek Capital LLC 0.14% Reduce -12.7% 1,289 $235K
Sierra Capital LLC 0.03% No change 1,281 $234K
Albion Financial Group 0.02% No change 1,281 $234K
Diligent Investors, LLC 0.06% No change 1,281 $234K
Continuum Advisory, LLC 0.03% Reduce -2.3% 1,277 $233K
Agate Pass Investment Management, LLC 0.12% New 1,276 $233K
James J. Burns & Company, LLC 0.05% New 1,273 $232K
MWA Asset Management 0.17% Reduce -0.4% 1,269 $232K
Parisi Gray Wealth Management 0.08% Add +0.2% 1,265 $231K
Sebold Capital Management, Inc. 0.16% Reduce -2.8% 1,264 $231K
Key Client Fiduciary Advisors, LLC 0.12% Add +2.9% 1,262 $230K
Thoroughbred Financial Services, LLC 0.02% Reduce -14.3% 1,261 $230K
REDW Wealth LLC 0.06% No change 1,260 $230K
Finivi Inc. 0.19% Reduce -3.2% 1,258 $229K
Midwest Financial Group LLC 0.15% Add +4.2% 1,254 $229K
Brown Brothers Harriman & Co. 0.00% No change 1,247 $227K
Hurlow Wealth Management Group, Inc. 0.08% No change 1,240 $226K
BIP Wealth, LLC 0.02% Reduce -11.8% 1,223 $223K
Modern Wealth Management, LLC 0.02% New 1,213 $221K
Ballentine Partners, LLC 0.00% Reduce -21.4% 1,213 $221K
NorthRock Partners, LLC 0.01% Add +1575.0% 1,206 $220K
Trifecta Capital Advisors, LLC 0.05% No change 1,200 $219K
DRW Securities, LLC 0.01% Reduce -80.7% 1,200 $219K
Lodestar Private Asset Management LLC 0.03% Reduce -2.0% 1,199 $219K
Wealth Architects, LLC 0.03% No change 1,199 $219K
Westside Investment Management, Inc. 0.05% No change 1,193 $218K
Obsidian Cio, LLC 0.05% Reduce -7.5% 1,193 $218K
NorthCoast Asset Management LLC 0.00% Reduce -8.3% 1,190 $217K
Firestone Capital Management 0.06% Reduce -2.4% 1,188 $217K
Good Life Advisors, LLC 0.02% Add +1.3% 1,185 $216K
Thompson Davis & Co., Inc. 0.19% Reduce -1.1% 1,181 $215K
Principal Securities, Inc. 0.01% Reduce -2.2% 1,180 $215K
Gateway Wealth Partners, LLC 0.07% Reduce -3.9% 1,179 $215K
Arlington Capital Management, Inc. 0.19% New 1,179 $215K
SilverOak Wealth Management LLC 0.05% No change 1,175 $214K
Marco Investment Management LLC 0.02% Add +3.6% 1,173 $214K
Riggs Asset Managment Co. Inc. 0.06% Reduce -4.8% 1,171 $214K
OneAscent Wealth Management LLC 0.11% Reduce -71.7% 1,167 $213K
HF Advisory Group, LLC 0.11% New 1,168 $213K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.1% 1,167 $213K
Texas Yale Capital Corp. 0.01% No change 1,161 $212K
Iron Gate Global Advisors LLC 0.04% No change 1,157 $211K
Peak Financial Management, Inc. 0.07% New 1,155 $211K
Channel Wealth LLC 0.08% Reduce -12.4% 1,147 $209K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.1% 1,145 $209K
Williams & Novak, LLC 0.19% No change 1,131 $206K
AllSquare Wealth Management LLC 0.12% No change 1,127 $206K
Cornerstone Wealth Management, LLC 0.02% Reduce -4.6% 1,122 $205K
Hennion & Walsh Asset Management, Inc. 0.01% New 1,121 $204K
Strategies Wealth Advisors, LLC 0.03% Reduce -7.7% 1,116 $204K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -45.3% 1,115 $203K
Ritholtz Wealth Management 0.01% New 1,114 $203K
Oakworth Capital, Inc. 0.01% No change 1,112 $203K
Aviance Capital Partners, LLC 0.03% Add +0.1% 1,109 $202K
Foster Victor Wealth Advisors, LLC 0.02% New 1,038 $202K
SOL Capital Management CO 0.02% No change 1,100 $201K
Donaldson Capital Management, LLC 0.01% Add +0.7% 1,102 $201K
T. Rowe Price Associates Inc. 0.00% No change 1,100 $201K
River Street Advisors LLC 0.12% No change 1,100 $201K
Archer Investment Corp 0.06% Add +0.1% 1,099 $200K
BBR Partners, LLC 0.02% No change 1,098 $200K
Caldwell Trust Co 0.02% No change 1,076 $196K
Vestor Capital, LLC 0.02% No change 1,042 $190K
Franklin Resources Inc. 0.00% Add +15.0% 1,026 $187K
Raffa Wealth Management, LLC 0.05% No change 1,021 $186K
Trust Co. of Vermont 0.01% No change 1,005 $183K
Clearstead Advisors, LLC 0.00% Add +4.1% 998 $182K
Federation des caisses Desjardins du Quebec 0.00% Reduce -47.5% 930 $170K
Lanark Financial, Inc. 0.02% Reduce -25.9% 916 $167K
Acropolis Investment Management, LLC 0.01% Reduce -16.0% 911 $166K
Hazlett, Burt & Watson, Inc. 0.09% No change 906 $165K
Solstein Capital, LLC 0.11% No change 885 $161K
Davis Capital Management 0.14% Add +213.7% 869 $159K
Carmichael Hill & Associates, Inc. 0.06% No change 860 $157K
FinTrust Capital Advisors, LLC 0.03% No change 858 $157K
MGB Wealth Management, LLC 0.06% Add +161.3% 810 $155K
Crewe Advisors LLC 0.02% No change 785 $143K
Mitchell Sinkler & Starr 0.04% No change 750 $142K
MassMutual Private Wealth & Trust, FSB 0.00% Add +255.8% 765 $140K
Farmers & Merchants Investments Inc. 0.00% Add +10.5% 736 $134K
Legend Financial Advisors, Inc. 0.09% No change 716 $131K
Founders Financial Alliance, LLC 0.04% Reduce -7.1% 708 $129K
Optimum Investment Advisors 0.06% No change 700 $128K
Global Financial Private Client, LLC 0.05% Add +12.6% 687 $125K
Tortoise Investment Management, LLC 0.01% Add +940.9% 687 $125K
SouthState Bank Corp 0.01% Reduce -1.3% 685 $125K
Avion Wealth 0.03% Add +20.6% 680 $124K
United Community Bank 0.05% No change 671 $122K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% New 665 $121K
GAMMA Investing LLC 0.02% Add +94.4% 661 $121K
Cranbrook Wealth Management, LLC 0.03% No change 650 $119K
UMB Bank, n.a. 0.00% Add +8.7% 648 $118K
Independence Bank of Kentucky 0.03% Add +71.3% 646 $118K
Adirondack Trust Co. 0.05% No change 640 $117K
Paladin Advisory Group, LLC 0.09% No change 637 $117K
Colonial Trust Advisors 0.01% Reduce -6.0% 639 $117K
WR Wealth Planners, LLC 0.03% No change 628 $115K
Goodman Advisory Group, LLC 0.03% Add +6.5% 619 $113K
EverSource Wealth Advisors, LLC 0.01% Add +487.1% 593 $111K
Valley National Advisers Inc. 0.02% No change 591 $107K
Concord Wealth Partners 0.02% Reduce -10.0% 583 $106K
Atlantic Private Wealth, LLC 0.09% No change 575 $105K
Advisors Preferred, LLC 0.02% Reduce -61.7% 559 $102K
Transcendent Capital Group LLC 0.06% No change 550 $100K
Beacon Capital Management, LLC 0.02% Reduce -16.6% 546 $100K
Mather Group, Llc. 0.00% Add +14.4% 533 $98K
Resources Management Corp. /CT/ 0.01% Add +1.3% 534 $97K
ORG Partners LLC 0.01% New 510 $94K
Barrett & Company, Inc. 0.04% Add +0.2% 513 $93K
Centennial Bank 0.04% Reduce -12.4% 487 $89K
West Branch Capital LLC 0.03% No change 484 $88K
Hexagon Capital Partners LLC 0.02% Reduce -22.5% 469 $86K
Sunbelt Securities, Inc. 0.01% Add +13.0% 462 $84K
Duncker Streett & Co. Inc. 0.02% No change 460 $84K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -22.2% 459 $84K
Central Bank & Trust Co. 0.01% Reduce -39.1% 447 $82K
Anchor Investment Management, LLC 0.01% Add +2.8% 444 $81K
Brown, Lisle/Cummings, Inc. 0.03% No change 442 $81K
Nemes Rush Group LLC 0.01% Reduce -20.5% 439 $80K
Pittenger & Anderson Inc. 0.00% No change 435 $79K
Key Financial Inc 0.02% No change 423 $77K
Townsend Asset Management Corp. /NC/ 0.03% Add +0.2% 422 $77K
TCTC Holdings, LLC 0.00% No change 421 $77K
Union Savings Bank 0.04% No change 419 $76K
Marathon Trading Investment Management LLC 0.02% New 401 $73K
LRI Investments, LLC 0.01% No change 400 $73K
Prestige Wealth Management Group LLC 0.02% No change 396 $72K
Pacific Center for Financial Services 0.02% No change 392 $72K
Phillips Financial Management, LLC 0.01% No change 390 $71K
Frazier Financial Advisors, LLC 0.06% Add +22.7% 389 $71K
Tyler-Stone Wealth Management 0.03% No change 387 $71K
Quantbot Technologies LP 0.00% New 386 $70K
Ancora Advisors LLC 0.00% Reduce -7.0% 385 $70K
Edmond DE Rothschild Holding S.A. 0.00% No change 385 $70K
Hamilton Point Investment Advisors, LLC 0.01% No change 377 $69K
Sage Mountain Advisors LLC 0.01% Add +4.5% 371 $68K
Ameritas Investment Partners, Inc. 0.00% No change 364 $66K
Horrell Capital Management, Inc. 0.02% No change 364 $66K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -15.3% 360 $66K
PSI Advisors, LLC 0.02% Reduce -10.6% 345 $63K
Arlington Trust Co LLC 0.01% New 342 $62K
Strengthening Families & Communities, LLC 0.02% No change 341 $62K
Dunhill Financial, LLC 0.04% No change 327 $60K
Rice Partnership, LLC 0.01% Add +15.7% 324 $59K
Roble, Belko & Company, Inc 0.01% No change 323 $59K
Indiana Trust & Investment Management Co 0.02% Reduce -29.4% 322 $59K
Caitlin John, LLC 0.04% Reduce -8.3% 320 $58K
Perkins Coie Trust Co 0.01% No change 317 $58K
Webster Bank, N. A. 0.01% No change 313 $57K
Banque Cantonale Vaudoise 0.00% Reduce -85.8% 308 $56K
Hanson & Doremus Investment Management 0.01% No change 302 $55K
Hollencrest Capital Management 0.00% Reduce -99.5% 300 $55K
Tompkins Financial Corp. 0.01% Reduce -8.2% 291 $53K
Armor Investment Advisors, LLC 0.02% No change 277 $51K
Versant Capital Management, Inc 0.01% New 269 $49K
Salem Investment Counselors Inc. 0.00% No change 267 $49K
Macroview Investment Management LLC 0.05% No change 264 $48K
Russell Investments Group, Ltd. 0.00% Reduce -39.9% 258 $47K
Coppell Advisory Solutions LLC 0.01% — 256 $47K
North Star Investment Management Corp. 0.00% No change 252 $46K
Cornerstone Planning Group LLC 0.01% Add +1.9% 268 $46K
BOK Financial Private Wealth, Inc. 0.00% No change 250 $46K
Balentine LLC 0.00% Add +200.0% 246 $45K
Dagco, Inc. 0.02% No change 240 $44K
Blue Trust, Inc. 0.00% Add +7.5% 230 $42K
Financial Gravity Asset Management, Inc. 0.01% Reduce -60.1% 226 $41K
Tidemark, LLC 0.02% No change 225 $41K
Coston, McIsaac & Partners 0.01% Add +0.5% 225 $41K
Friedenthal Financial 0.03% Add +6.7% 223 $41K
Private Ocean, LLC 0.00% No change 222 $40K
Financial Management Professionals, Inc. 0.01% Reduce -56.9% 221 $40K
Burkett Financial Services, LLC 0.02% No change 219 $40K
JFS Wealth Advisors, LLC 0.00% Add +2.4% 217 $40K
Flputnam Investment Management Co. 0.00% New 214 $39K
AdvisorNet Financial, Inc 0.00% No change 207 $38K
Activest Wealth Management 0.01% Reduce -91.5% 206 $38K
Spectrum Wealth Counsel, LLC 0.00% Reduce -99.5% 205 $37K
MCF Advisors LLC 0.00% Add +1583.3% 202 $37K
Investors Research Corp 0.01% Add +21.0% 202 $37K
Old Second National Bank of Aurora 0.01% No change 200 $36K
Capital Investment Counsel, Inc 0.01% No change 200 $36K
Signaturefd, LLC 0.00% Reduce -64.0% 200 $36K
Provident Wealth Management, LLC 0.01% No change 198 $36K
Arax Advisory Partners 0.00% No change 196 $36K
Gradient Investments LLC 0.00% Reduce -12.4% 191 $35K
Register Financial Advisors LLC 0.02% No change 185 $34K
First Community Trust NA 0.03% No change 184 $34K
Wagner Wealth Management, LLC 0.01% Add +65.7% 179 $33K
Gold Investment Management Ltd. 0.01% No change 175 $32K
Biltmore Family Office, LLC 0.01% No change 175 $32K
WASHINGTON TRUST Co 0.00% No change 175 $32K
Smartleaf Asset Management LLC 0.01% New 170 $31K
Provenance Wealth Advisors, LLC 0.00% No change 165 $30K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 165 $30K
Rothschild Investment LLC 0.00% No change 163 $30K
Operose Advisors LLC 0.01% No change 161 $29K
Lindbrook Capital, LLC 0.00% Reduce -33.5% 159 $29K
Bessemer Group Inc. 0.00% Reduce -52.3% 157 $29K
GPS Wealth Strategies Group, LLC 0.00% No change 146 $27K
St Germain D J Co. Inc. 0.00% No change 145 $26K
Park Place Capital Corp 0.01% Reduce -81.6% 140 $26K
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
Pacifica Partners Inc. 0.01% No change 125 $23K
Winch Advisory Services, LLC 0.01% Add +0.8% 127 $23K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.6% 126 $23K
Private Capital Management LLC 0.00% No change 122 $22K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +0.8% 121 $22K
Creekmur Asset Management LLC 0.01% Reduce -27.7% 120 $22K
Fairfield Financial Advisors, LTD 0.01% — 110 $20K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 115 $20K
SWS Partners 0.01% New 107 $20K
Elevation Wealth Partners, LLC 0.01% No change 105 $19K
First Command Advisory Services, Inc. 0.00% Reduce -19.2% 105 $19K
Steph & Co. 0.01% No change 104 $19K
DecisionPoint Financial, LLC 0.01% No change 101 $19K
Bank of New Hampshire 0.00% No change 101 $18K
REAP Financial Group, LLC 0.00% Reduce -3.0% 98 $18K
Tower View Wealth Management LLC 0.01% No change 97 $18K
Investment Research & Advisory Group, Inc. 0.01% No change 94 $17K
Game Plan Financial Advisors, LLC 0.01% No change 90 $16K
Cypress Capital, LLC 0.00% New 90 $16K
Financial Connections Group, Inc. 0.01% No change 90 $16K
Center for Financial Planning, Inc. 0.00% No change 87 $16K
Aspire Private Capital, LLC 0.00% Reduce -37.5% 80 $15K
Colonial Trust Co / SC 0.00% No change 80 $15K
Oxford Financial Group, LTD. LLC 0.00% No change 78 $14K
WealthShield Partners, LLC 0.00% No change 76 $14K
LGT Financial Advisors LLC 0.03% Reduce -91.1% 75 $14K
Carolinas Wealth Consulting LLC 0.00% Add +1.4% 74 $13K
Signature Resources Capital Management, LLC 0.01% No change 67 $12K
New Millennium Group LLC 0.01% New 67 $12K
Opal Wealth Advisors, LLC 0.00% New 64 $12K
Hantz Financial Services, Inc. 0.00% Reduce -21.3% 59 $11K
Abound Wealth Management 0.00% Reduce -26.8% 60 $11K
SJS Investment Consulting Inc. 0.00% No change 58 $11K
HHM Wealth Advisors, LLC 0.00% New 54 $10K
Tradewinds Capital Management, LLC 0.00% Reduce -99.9% 53 $10K
Providence Capital Advisors, LLC 0.00% No change 53 $10K
Highline Wealth Partners LLC 0.00% Reduce -55.6% 52 $9K
Iron Horse Wealth Management, LLC 0.00% New 51 $9K
Strategic Investment Solutions, Inc. 0.00% — 51 $9K
Missouri Trust & Investment Co 0.00% No change 50 $9K
Fortis Group Advisors, LLC 0.00% No change 48 $9K
Northwest Capital Management Inc 0.00% No change 46 $8K
Asset Dedication, LLC 0.00% No change 46 $8K
HM Payson & Co. 0.00% New 46 $8K
New Republic Capital, LLC 0.00% New 45 $8K
Arvest Investments, Inc. 0.00% No change 44 $8K
EnRich Financial Partners LLC 0.00% No change 44 $8K
CBIZ Investment Advisory Services, LLC 0.00% New 44 $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
Triad Wealth Partners, LLC 0.00% New 39 $7K
Cassady Schiller Wealth Management, LLC 0.00% No change 37 $7K
Parkside Financial Bank & Trust 0.00% No change 36 $7K
POM Investment Strategies, LLC 0.01% New 35 $6K
Cedar Mountain Advisors, LLC 0.00% No change 34 $6K
Janiczek Wealth Management, LLC 0.00% No change 34 $6K
Beaird Harris Wealth Management, LLC 0.00% New 33 $6K
Castleview Partners, LLC 0.00% Reduce -37.3% 32 $6K
Atwood & Palmer Inc. 0.00% New 32 $6K
Naples Money Management LLC 0.00% New 31 $6K
Glassman Wealth Services 0.00% Reduce -47.5% 31 $6K
Jamison Private Wealth Management, Inc. 0.00% No change 30 $5K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -87.2% 28 $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
MTM Investment Management, LLC 0.00% Reduce -68.3% 25 $5K
Princeton Global Asset Management LLC 0.00% New 25 $5K
Sugarloaf Wealth Management, LLC 0.00% New 24 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% New 24 $4K
Lowe Wealth Advisors, LLC 0.00% No change 20 $4K
Advanced Asset Management Advisors Inc 0.00% No change 20 $4K
NewSquare Capital LLC 0.00% No change 20 $4K
Addison Advisors LLC 0.00% New 17 $3K
Covestor Ltd 0.00% Reduce -51.4% 18 $3K
Dogwood Wealth Management LLC 0.00% New 15 $3K
Financial Network Wealth Advisors LLC 0.00% New 14 $2K
Hartford Financial Management Inc. 0.00% No change 13 $2K
Thompson Investment Management, Inc. 0.00% Reduce -80.6% 13 $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
Daiwa Securities Group Inc. 0.00% New 6 $1K
Semmax Financial Advisors Inc. 0.00% No change 5 $832
ICA Group Wealth Management, LLC 0.00% Reduce -96.2% 2 $365
Strategic Financial Concepts, LLC 0.00% New 44,531 $241
Raleigh Capital Management Inc. 0.00% No change 1 $188
FWL Investment Management, LLC 0.00% No change 1 $182
Parallax Volatility Advisers, L.P. 0.00% No change 1 $182

"% 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.