SS Consumer Disc Select SectXLYETF

13F holders, Q3 2024 (September 30)
1,141holders +24
91new positions
68sold out
7famous investors
$200.36avg. 13F price*

At the end of Q3 2024, 1,141 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, up 24 from Q2 2024. 91 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($3.8B), JPMorgan Chase & Co. ($869.8M) and Morgan Stanley ($685.5M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
SS Consumer Disc Select Sect
Filed as
SELECT SECTOR SPDR TR (Q3 2024)
CUSIP
81369Y407
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions91$346.1M
Exits68$146.3M

All 13F filers, Q2 2024 → Q3 2024: 7,341,359 shares bought and 12,007,610 shares sold, net −4,666,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,141 holders

Bank of America Corp. 0.33% Reduce -9.3% 18,987,124 $3.8B
JPMorgan Chase & Co. 0.07% Add +5.2% 4,341,039 $869.8M
Morgan Stanley 0.05% Reduce -6.8% 3,421,355 $685.5M
Wells Fargo & Company 0.14% Reduce -0.5% 2,822,379 $565.5M
Envestnet Asset Management Inc. 0.17% Add +4.3% 2,596,242 $520.2M
Ameriprise Financial Inc. 0.11% Add +8.1% 2,060,177 $412.8M
UBS Group AG 0.10% Add +0.5% 1,759,243 $352.5M
Raymond James & Associates 0.21% Add +2.0% 1,732,519 $347.1M
Goldman Sachs Group Inc. 0.06% Add +10.8% 1,501,550 $300.9M
PGIM Custom Harvest LLC 6.02% Add +1.4% 1,485,597 $297.7M
Janney Montgomery Scott LLC 0.79% Add +3.3% 1,405,166 $281.6M
BNP Paribas Financial Markets 0.28% Add +786.8% 1,403,245 $281.2M
Cibc World Market Inc. 0.62% Add +63.8% 1,363,439 $273.2M
LPL Financial LLC 0.11% Add +3.2% 1,218,006 $244.1M
Truist Financial Corp. 0.36% Add +3.2% 1,131,067 $226.6M
WestEnd Advisors, LLC 5.11% Add +3.5% 1,039,150 $208.2M
Fisher Asset Management 0.07% Add +32.1% 902,078 $180.7M
Migdal Insurance & Financial Holdings Ltd. 2.70% Add +285.6% 834,337 $167.2M
CHURCHILL MANAGEMENT Corp 1.80% Reduce -31.6% 783,347 $157.0M
Clal Insurance Enterprises Holdings Ltd 1.22% Add +3350.0% 690,000 $138.3M
BlackRock, Inc. 0.00% — 688,847 $138.0M
Charles Schwab Investment Management Inc. 0.03% Reduce -3.0% 686,916 $137.6M
Royal Bank of Canada 0.03% Add +7.4% 665,444 $133.3M
Citadel Advisors 0.12% New 539,680 $108.1M
Meitav Investment House Ltd. 1.65% Add +89.6% 493,877 $98.7M
Agf Management Ltd. 0.41% Reduce -44.6% 398,682 $79.9M
Longbow Finance SA 8.35% Reduce -14.8% 390,280 $78.2M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -3.7% 370,783 $74.3M
Victory Capital Management Inc. 0.06% Add +3.4% 327,161 $65.6M
Healthcare of Ontario Pension Plan Trust Fund 0.16% New 320,000 $64.1M
SG Americas Securities, LLC 0.24% Add +464.0% 316,906 $63.5M
Stifel Financial Corp. 0.06% Add +2.6% 307,670 $61.6M
Cetera Investment Advisers 0.13% Reduce -6.7% 292,992 $58.7M
Northern Trust Corp. 0.01% Reduce -1.4% 291,988 $58.5M
US Bancorp \de 0.07% Reduce -3.0% 290,800 $58.3M
Wolverine Trading, LLC 1.49% Add +9.1% 283,344 $56.9M
Factory Mutual Insurance Co. 0.59% No change 284,000 $56.9M
HighTower Advisors, LLC 0.08% Reduce -4.5% 282,853 $56.6M
Swan Global Investments, LLC 2.54% Reduce -10.0% 262,731 $52.6M
Capital Investment Advisors, LLC 1.05% Add +7.0% 255,242 $51.1M
Main Management ETF Advisors, LLC 2.34% New 246,370 $49.4M
Gerber Kawasaki Wealth & Investment Management 2.20% Reduce -2.5% 238,456 $47.8M
KCM Investment Advisors LLC 1.60% Add +1.6% 234,819 $47.1M
RiverFront Investment Group, LLC 1.10% Add +2.5% 234,162 $46.9M
MML Investors Services, LLC 0.17% Reduce -10.4% 231,939 $46.5M
Peapack Gladstone Financial Corp. 0.63% Reduce -0.3% 216,517 $43.4M
Commonwealth Equity Services, LLC 0.06% Reduce -10.8% 210,751 $42.2M
Barclays PLC 0.02% Reduce -96.3% 204,627 $41.0M
Natixis 0.25% Reduce -66.6% 200,827 $40.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.04% Add +4.7% 192,528 $38.6M
Advisory Alpha, LLC 1.30% Reduce -20.1% 182,209 $36.5M
D. E. Shaw & Co. 0.05% Reduce -46.4% 180,000 $36.1M
Alps Advisors Inc. 0.24% Add +2.6% 179,978 $36.1M
EP Wealth Advisors, LLC 0.30% Add +6.4% 177,075 $35.5M
Osaic Holdings, Inc. 0.08% Reduce -2.5% 176,090 $35.3M
Full Sail Capital, LLC 2.24% Reduce -1.3% 174,783 $35.0M
Citigroup Inc. 0.03% Add +31.6% 172,269 $34.5M
Rockefeller Capital Management L.P. 0.09% Reduce -2.6% 170,566 $34.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.52% Add +31.2% 151,542 $30.4M
Balyasny Asset Management L.P. 0.08% Add +44.3% 150,580 $30.2M
TD Asset Management Inc 0.03% No change 150,000 $30.1M
Armstrong Advisory Group, Inc. 2.43% Reduce -19.7% 146,336 $29.3M
Assetmark, Inc. 0.08% Add +0.2% 138,944 $27.8M
PNC Financial Services Group, Inc. 0.02% Add +0.6% 133,500 $26.7M
Bar Harbor Wealth Management 1.68% Reduce -0.1% 130,819 $26.2M
CW Advisors, LLC 0.35% Reduce -0.6% 130,377 $26.1M
Jane Street Group, LLC 0.04% Add +129.3% 126,601 $25.4M
Spinnaker Trust 1.52% Reduce -0.7% 123,465 $24.7M
Cwm, LLC 0.11% Add +1.1% 123,421 $24.7M
Bellwether Advisors, LLC 4.71% Add +10.2% 122,256 $24.5M
Trek Financial, LLC 1.78% Reduce -6.0% 118,885 $23.8M
Oppenheimer Asset Management Inc. 0.28% Reduce -1.3% 117,623 $23.6M
1832 Asset Management L.P. 0.04% Add +593.0% 117,508 $23.5M
Wellspring Financial Advisors, LLC 2.80% Reduce -4.5% 117,049 $23.5M
Graypoint LLC 1.46% Reduce -1.1% 113,751 $22.8M
Thrivent Financial for Lutherans 0.04% Reduce -3.6% 112,388 $22.5M
FMR LLC 0.00% Add +1.9% 106,064 $21.3M
Biltmore Wealth Management, LLC 8.72% Reduce -1.2% 105,902 $21.2M
Cambridge Investment Research Advisors, Inc. 0.07% Add +23.5% 97,264 $19.5M
Sanctuary Advisors, LLC 0.12% Add +0.8% 87,709 $19.1M
Pathstone Holdings, LLC 0.09% Reduce -0.0% 94,884 $19.0M
Corient Private Wealth LP 0.03% Reduce -8.0% 94,249 $18.9M
Paloma Partners Management Co 1.27% Add +3.4% 91,432 $18.3M
IMZ Advisory Inc 8.26% Add +2.1% 90,107 $17.9M
Martin & Co. Inc. 4.20% Reduce -1.1% 88,980 $17.8M
WBH Advisory Inc. 1.62% Add +0.1% 85,543 $17.1M
Old National Bancorp 0.39% Reduce -2.6% 85,299 $17.1M
Squarepoint Ops LLC 0.06% Reduce -71.0% 83,426 $16.7M
Mariner, LLC 0.03% Reduce -31.8% 79,726 $16.0M
Country Trust Bank 0.39% Add +1257.2% 78,962 $15.8M
Salomon & Ludwin, LLC 1.60% Reduce -8.1% 78,258 $15.7M
Krilogy Financial LLC 1.05% Add +5.5% 76,165 $15.3M
Prudential Financial Inc. 0.02% Reduce -35.8% 70,537 $14.1M
Itau Unibanco Holding S.A. 0.45% Reduce -5.2% 68,189 $13.7M
Harel Insurance Investments & Financial Services Ltd. 0.23% Reduce -20.8% 67,124 $13.4M
Ashton Thomas Private Wealth, LLC 0.72% Reduce -13.3% 66,963 $13.4M
Virtu Financial LLC 0.73% New 65,746 $13.2M
Stillwater Capital Advisors, LLC 1.63% Add +1.9% 62,767 $12.6M
Walleye Capital LLC 0.15% Add +24.5% 62,629 $12.5M
Steward Partners Investment Advisory, LLC 0.11% Add +15.1% 60,431 $12.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.65% No change 60,000 $12.0M
Comerica Bank 0.05% Reduce -5.5% 58,916 $11.8M
Main Management LLC 0.96% New 58,380 $11.7M
Baird Financial Group, Inc. 0.02% Reduce -18.4% 57,872 $11.6M
Prosperity Consulting Group, LLC 0.89% Add +1704.0% 57,223 $11.5M
Ayalon Insurance Comp Ltd. 3.53% Reduce -0.2% 56,509 $11.3M
Fifth Third Bancorp 0.04% Reduce -9.7% 56,071 $11.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.68% Add +2.3% 55,020 $11.0M
Petredis Investment Advisors LLC 1.15% Add +0.3% 54,091 $10.8M
Kestra Advisory Services, LLC 0.06% Add +0.1% 53,380 $10.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.66% Add +30.3% 52,834 $10.6M
DAVENPORT & Co LLC 0.06% Add +7.1% 52,738 $10.6M
MMBG Investment Advisors Co. 1.10% Add +2.7% 52,572 $10.5M
Park Avenue Securities LLC 0.12% Add +30.7% 51,343 $10.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -3.6% 51,060 $10.2M
Atria Investments, Inc 0.12% Reduce -9.4% 50,000 $10.0M
German American Bancorp, Inc. 1.05% Add +5.6% 49,368 $9.9M
Private Advisor Group, LLC 0.06% Reduce -5.2% 49,347 $9.9M
Premier Path Wealth Partners, LLC 1.52% Add +5.5% 48,041 $9.6M
Clarity Financial LLC 1.13% Add +3.7% 47,951 $9.6M
BW Gestao de Investimentos Ltda. 1.56% Reduce -38.2% 46,935 $9.4M
Symmetry Investments LP 1.97% New 46,320 $9.3M
Intrua Financial, LLC 1.47% Add +18.3% 45,193 $9.1M
Allspring Global Investments Holdings, LLC 0.01% Reduce -3.1% 45,182 $9.1M
IHT Wealth Management, LLC 0.25% Add +4.0% 43,920 $8.8M
Forbes J M & Co. LLP 0.84% No change 43,177 $8.7M
Twin Tree Management, LP 0.20% New 42,887 $8.6M
Creative Planning 0.01% Add +2.0% 42,827 $8.6M
Renaissance Technologies 0.01% Reduce -57.9% 42,600 $8.5M
Proquility Private Wealth Partners, LLC 2.64% Add +1.8% 41,076 $8.2M
Astor Investment Management LLC 3.83% Reduce -4.3% 39,997 $8.0M
TCP Asset Management, LLC 1.83% Add +7.7% 39,649 $7.9M
Vickerman Investment Advisors, Inc. 2.33% Add +1.1% 39,558 $7.9M
Bank Hapoalim BM 1.24% Reduce -4.2% 38,886 $7.8M
Millennium Management 0.01% Reduce -72.9% 38,704 $7.8M
Mercer Global Advisors Inc. 0.02% Reduce -15.0% 38,285 $7.7M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -13.6% 37,370 $7.5M
Callan Capital, LLC 0.52% Reduce -2.2% 37,344 $7.5M
Robertson Stephens Wealth Management, LLC 0.27% Add +67.1% 36,823 $7.4M
Harbour Trust & Investment Management Co 0.84% Add +11.0% 36,690 $7.4M
First Interstate Bank 0.44% Reduce -0.1% 36,531 $7.3M
Orange Investment Advisors, Inc. 0.80% Add +2.2% 36,115 $7.2M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -3.8% 35,863 $7.2M
Advisory Services Network, LLC 0.15% No change 38,838 $7.1M
Farmers Trust Co. 1.30% Reduce -1.1% 34,724 $7.0M
Bank of Montreal 0.00% Reduce -18.0% 34,551 $6.9M
Brave Asset Management Inc. 1.71% Add +0.4% 34,280 $6.9M
Davis R M Inc. 0.13% Reduce -5.0% 34,084 $6.8M
Perbak Capital Partners LLP 4.79% Reduce -76.7% 34,054 $6.8M
Concentric Capital Strategies, LP 0.43% New 34,004 $6.8M
Carnegie Investment Counsel 0.20% Add +0.7% 33,993 $6.8M
Keebeck Wealth Management 0.97% Reduce -4.4% 33,340 $6.7M
Tamar Securities, LLC 0.93% Add +1.9% 32,976 $6.6M
Concurrent Investment Advisors, LLC 0.20% Reduce -0.4% 32,891 $6.6M
First Merchants Corp. 0.25% Add +0.2% 32,553 $6.5M
Flow Traders U.S. LLC 0.32% New 31,856 $6.4M
NewEdge Advisors, LLC 0.04% Add +11.4% 31,606 $6.3M
Rothschild Capital Partners, LLC 1.73% No change 30,933 $6.2M
Sykon Capital LLC 2.19% Reduce -10.3% 30,920 $6.2M
RFG Advisory, LLC 0.19% Add +44.8% 30,619 $6.1M
Quantinno Capital Management LP 0.08% Add +12.2% 30,251 $6.1M
M&T Bank Corp 0.02% Add +19.3% 30,052 $6.0M
Harrell Investment Partners, LLC 1.70% Add +13.3% 30,010 $6.0M
Caption Management, LLC 0.65% New 30,000 $6.0M
Pinnacle Associates Ltd. 0.10% Add +1.2% 33,344 $6.0M
Peterson Wealth Management 3.76% Add +1.4% 29,401 $5.9M
Equitable Holdings, Inc. 0.06% Add +3.6% 29,258 $5.9M
Segment Wealth Management, LLC 0.40% Reduce -3.9% 29,102 $5.8M
Dakota Wealth Management 0.13% Reduce -6.0% 28,542 $5.7M
Pallas Capital Advisors LLC 0.24% Add +1.7% 28,300 $5.7M
Chemung Canal Trust Co. 1.14% Reduce -18.2% 28,239 $5.7M
Atria Wealth Solutions, Inc. 0.06% Reduce -22.6% 28,006 $5.6M
Freedom Investment Management, Inc. 0.45% Add +6.7% 28,004 $5.6M
Asset Advisors Investment Management, LLC 0.58% Add +1.8% 27,938 $5.6M
Cornerstone Advisors, LLC 0.22% Add +27.3% 27,500 $5.5M
B. Riley Wealth Advisors, Inc. 0.15% Add +3.8% 27,739 $5.5M
Toth Financial Advisory Corp. 0.64% Add +1.5% 27,005 $5.4M
DRW Securities, LLC 0.30% Add +2148.3% 26,980 $5.4M
Stephens Inc. 0.08% Add +7.7% 26,770 $5.4M
Benjamin Edwards Inc. 0.08% New 26,469 $5.3M
Sandy Spring Bank 0.22% Reduce -6.3% 26,447 $5.3M
Granite Harbor Advisors, Inc. 3.12% Add +2.8% 26,320 $5.3M
Winthrop Capital Management, LLC 2.51% Reduce -8.7% 26,317 $5.3M
Founders Financial Securities LLC 0.48% Add +8.8% 26,132 $5.2M
Simmons Bank 0.38% Reduce -0.7% 26,040 $5.2M
J.W. Cole Advisors, Inc. 0.22% Reduce -4.5% 25,979 $5.2M
Trust Co 0.62% Reduce -2.4% 25,850 $5.2M
AdvisorShares Investments LLC 0.99% Add +0.9% 25,764 $5.2M
Horizon Investments, LLC 0.14% Add +12.7% 25,760 $5.2M
Steele Capital Management, Inc. 0.27% Reduce -0.2% 25,562 $5.1M
Colton Groome Financial Advisors, LLC 1.88% Reduce -17.2% 25,085 $5.0M
Cresset Asset Management, LLC 0.02% Reduce -17.9% 25,028 $5.0M
Qube Research & Technologies Ltd 0.01% Reduce -87.8% 24,949 $5.0M
First Trust Investment Solutions L.P. 0.56% Reduce -13.2% 24,858 $5.0M
Atlas Capital Advisors Inc. 0.75% Reduce -7.9% 24,550 $4.9M
Elevation Point Wealth Partners, LLC 0.47% Reduce -13.9% 24,280 $4.9M
Foundations Investment Advisors, LLC 0.10% Reduce -76.8% 24,267 $4.9M
Financial Counselors Inc. 0.07% Reduce -0.8% 23,930 $4.8M
MAI Capital Management 0.05% Add +2.5% 23,766 $4.8M
Glenmede Trust Co. NA 0.02% Add +1.1% 23,660 $4.7M
Banco BTG Pactual S.A. 1.22% New 23,454 $4.7M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -3.9% 23,066 $4.6M
Focus Financial Network, Inc. 0.19% Reduce -0.1% 22,995 $4.6M
Centiva Capital, LP 0.21% New 22,908 $4.6M
TCV Trust & Wealth Management, Inc. 0.41% Add +3.4% 22,658 $4.5M
Transcend Capital Advisors, LLC 0.30% Add +3.4% 22,422 $4.5M
Keybank National Association 0.02% Reduce -0.6% 22,358 $4.5M
Merit Financial Group, LLC 0.10% Add +4.0% 22,183 $4.4M
CoreCap Advisors, LLC 0.21% Add +78.2% 22,119 $4.4M
Retirement Planning Group, LLC 0.24% Reduce -2.3% 22,058 $4.4M
Provident Co of the Employees of the Hebrew University LTD 4.97% No change 22,025 $4.4M
Venturi Wealth Management, LLC 0.23% Add +10.4% 22,013 $4.4M
Kennicott Capital Management LLC 1.68% No change 21,818 $4.4M
Susquehanna International Group, LLP 0.01% Reduce -85.2% 21,777 $4.4M
Bank of New York Mellon Corp 0.00% Add +19.6% 21,611 $4.3M
Associated Banc-Corp 0.13% Reduce -2.7% 21,564 $4.3M
Man Group plc 0.01% Add +55.2% 21,273 $4.3M
Mission Hills Financial Advisory, LLC 3.61% — 20,000 $4.2M
Cooksen Wealth, LLC 3.96% Add +6.4% 21,116 $4.2M
Csenge Advisory Group 0.22% Add +10.6% 21,059 $4.1M
Blair William & Co. 0.01% Add +1.3% 20,294 $4.1M
Howard Capital Management Group, LLC 0.28% Reduce -19.4% 20,240 $4.1M
Fca Corp. 1.24% Add +3.3% 20,131 $4.0M
Long Run Wealth Advisors, LLC 0.94% Add +1.1% 19,986 $4.0M
Orleans Capital Management Corp. 2.26% Reduce -2.0% 19,896 $4.0M
Integrated Wealth Concepts LLC 0.05% Reduce -0.2% 19,806 $4.0M
TrinityPoint Wealth, LLC 0.57% Add +7.2% 19,675 $3.9M
Jones Financial Companies LLLP 0.00% Add +25.8% 19,621 $3.9M
Stockman Wealth Management, Inc. 0.61% Add +5.7% 19,622 $3.9M
Banco Santander, S.A. 0.05% Reduce -0.1% 19,553 $3.9M
Sabal Trust CO 0.21% Reduce -8.0% 19,475 $3.9M
FSC Wealth Advisors, LLC 2.74% New 19,076 $3.8M
Neville Rodie & Shaw Inc. 0.28% Reduce -17.6% 18,940 $3.8M
Jackson, Grant Investment Advisers, Inc. 1.42% Reduce -5.7% 18,887 $3.8M
Ameritas Advisory Services, LLC 0.16% Reduce -27.4% 18,827 $3.8M
James Investment Research, Inc. 0.43% Reduce -23.4% 18,417 $3.7M
Brandywine Oak Private Wealth LLC 0.35% Reduce -0.4% 18,091 $3.6M
Nwam LLC 0.22% New 18,057 $3.6M
Cerity Partners LLC 0.01% Add +45.6% 18,011 $3.6M
Tiaa Trust, National Association 0.01% Add +4.0% 17,985 $3.6M
Centaurus Financial, Inc. 0.23% Reduce -51.3% 17,971 $3.6M
Tritonpoint Wealth, LLC 0.33% Add +2.3% 17,819 $3.6M
Brookstone Capital Management 0.05% Add +166.4% 17,545 $3.5M
Natixis Advisors, LLC 0.01% Add +57.0% 17,431 $3.5M
HSBC Holdings PLC 0.00% Reduce -43.2% 17,449 $3.5M
Innealta Capital, LLC 1.40% Reduce -63.1% 17,067 $3.4M
AlphaMark Advisors, LLC 1.17% Reduce -6.0% 16,870 $3.4M
Laidlaw Wealth Management LLC 1.66% Reduce -0.8% 16,797 $3.4M
Spire Wealth Management 0.11% Reduce -11.7% 16,766 $3.4M
Mathes Company, Inc. 1.18% No change 16,600 $3.3M
AMG National Trust Bank 0.09% Reduce -25.6% 16,547 $3.3M
Waverly Advisors, LLC 0.06% Reduce -9.2% 16,394 $3.3M
Concourse Financial Group Securities, Inc. 0.20% Add +6.4% 16,384 $3.3M
Great Lakes Advisors, LLC 0.03% Reduce -0.7% 16,363 $3.3M
Mutual Advisors, LLC 0.10% Add +2.0% 16,357 $3.3M
Captrust Financial Advisors 0.01% Add +0.1% 16,338 $3.3M
Snowden Capital Advisors LLC 0.10% Reduce -5.7% 16,331 $3.3M
Sigma Planning Corp 0.10% Reduce -17.8% 16,305 $3.3M
Integrated Advisors Network LLC 0.16% Reduce -11.7% 16,221 $3.3M
FIL Ltd 0.00% Reduce -8.0% 16,134 $3.2M
Evolution Wealth Advisors, LLC 0.58% Reduce -0.1% 15,992 $3.2M
Darwin Wealth Management, LLC 0.87% Add +38.7% 15,900 $3.2M
Terra Nova Asset Management LLC 2.35% Add +0.4% 15,817 $3.2M
Focus Partners Wealth 0.01% Add +122.2% 15,816 $3.2M
MontVue Capital Management, Inc. 2.38% Add +0.3% 15,443 $3.1M
First Horizon Advisors, Inc. 0.09% Reduce -0.3% 15,349 $3.1M
Pennsylvania Capital Management Inc. 1.11% No change 15,327 $3.1M
Kestra Private Wealth Services, LLC 0.06% Reduce -2.1% 15,288 $3.1M
Moore Capital Management, LP 0.10% New 15,197 $3.0M
Commerce Bank 0.02% Reduce -3.5% 14,991 $3.0M
SkyView Investment Advisors, LLC 0.50% Add +7.4% 14,981 $3.0M
Creative Financial Designs Inc. 0.25% Add +12.1% 14,978 $3.0M
Win Advisors, Inc. 1.41% New 14,943 $3.0M
Independent Financial Group, LLC 0.11% Reduce -8.3% 14,921 $3.0M
jvl associates llc 1.14% Reduce -3.8% 14,787 $3.0M
One Wealth Map LLC 1.74% Add +4.0% 14,956 $3.0M
GeoWealth Management, LLC 0.10% Reduce -21.9% 14,697 $2.9M
Bank of Marin 2.33% Add +1.1% 14,426 $2.9M
Avantax Advisory Services, Inc. 0.02% Reduce -80.5% 14,204 $2.8M
Lido Advisors, LLC 0.02% Reduce -9.8% 14,176 $2.8M
Bfsg, LLC 0.33% Reduce -26.4% 14,122 $2.8M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +0.3% 13,789 $2.8M
Relyea Zuckerberg Hanson LLC 0.42% Add +640.3% 13,755 $2.8M
Oppenheimer & Co. Inc. 0.04% Reduce -9.0% 13,724 $2.7M
Marion Wealth Management 0.73% Add +3.2% 13,674 $2.7M
Canton Hathaway, LLC 0.68% Add +3.5% 13,509 $2.7M
First National Bank of Hutchinson 1.73% No change 13,370 $2.7M
Essex Private Wealth Management, LLC 6.30% Add +2.1% 13,362 $2.7M
Butensky & Cohen Financial Security, Inc. 0.79% Reduce -1.4% 13,321 $2.7M
Stratos Wealth Advisors, LLC 0.12% Reduce -1.2% 13,307 $2.7M
Atom Investors LP 0.28% Add +18.6% 13,279 $2.7M
CreativeOne Wealth, LLC 0.09% Add +131.1% 13,275 $2.7M
Beacon Pointe Advisors, LLC 0.03% Reduce -15.6% 13,184 $2.6M
Stratos Wealth Partners, LTD. 0.04% Add +6.1% 13,158 $2.6M
Alerus Financial NA 0.19% New 13,110 $2.6M
Diversified, LLC 0.29% Reduce -2.2% 13,091 $2.6M
Diversified Enterprises, LLC 0.29% — 13,091 $2.6M
Donald L. Hagan, LLC 1.33% Add +6.1% 12,962 $2.6M
Camelot Technology Advisors, Inc. 2.27% Add +11.6% 12,804 $2.6M
Boltwood Capital Management 0.73% Reduce -8.1% 12,288 $2.5M
Provida Pension Fund Administrator 0.05% Reduce -77.5% 12,210 $2.4M
Ensign Peak Advisors, Inc 0.00% Add +29.9% 12,195 $2.4M
Financial Freedom, LLC 1.28% Reduce -1.6% 12,113 $2.4M
Evercore Wealth Management, LLC 0.04% Reduce -6.4% 12,082 $2.4M
Avitas Wealth Management LLC 0.34% Reduce -1.6% 12,039 $2.4M
&partners 0.05% Add +65.4% 11,998 $2.4M
Oak Family Advisors, LLC 0.87% Reduce -0.5% 12,087 $2.4M
Summit Trail Advisors, LLC 0.06% Reduce -0.4% 11,901 $2.4M
Regions Financial Corp. 0.02% Add +1.1% 11,874 $2.4M
Johnson Investment Counsel Inc. 0.02% Add +4.0% 11,840 $2.4M
Windsor Capital Management, LLC 0.68% Reduce -0.6% 11,776 $2.4M
Nelson Capital Management, LLC 0.40% Add +9.8% 11,704 $2.3M
Zullo Investment Group, Inc. 0.97% Add +1.4% 11,686 $2.3M
Chesapeake Wealth Management 0.80% Reduce -9.4% 11,646 $2.3M
Trust Co. of Oklahoma 0.75% Add +5.5% 11,602 $2.3M
Richard W. Paul & Associates, LLC 0.83% Reduce -0.9% 11,521 $2.3M
Farmers & Merchants Trust Co of Chambersburg PA 0.88% Reduce -2.5% 11,412 $2.3M
Colony Family Offices, LLC 0.71% Add +0.5% 11,391 $2.3M
Constitution Capital LLC 1.21% Reduce -8.5% 11,343 $2.3M
Kingswood Wealth Advisors, LLC 0.16% Add +31.0% 11,192 $2.2M
Dai-ichi Life Holdings, Inc. 2.61% Reduce -32.7% 11,100 $2.2M
Fiduciary Group, LLC 0.22% Add +3.8% 11,034 $2.2M
SteelPeak Wealth, LLC 0.10% Add +42.4% 11,015 $2.2M
Caprock Group, LLC 0.08% Reduce -1.9% 10,949 $2.2M
Magnolia Capital Management Ltd. 1.74% No change 10,921 $2.2M
Magnus Financial Group LLC 0.22% Add +13.4% 10,911 $2.2M
CIBC Private Wealth Group LLC 0.00% Reduce -9.2% 10,908 $2.2M
Stonebridge Financial Planning Group, LLC 1.04% Reduce -0.8% 10,887 $2.2M
HB Wealth Management, LLC 0.02% Add +2.6% 10,879 $2.2M
Mechanics Bank Trust Department 0.29% Reduce -1.4% 10,869 $2.2M
Sapient Capital LLC 0.04% No change 10,839 $2.2M
Family Asset Management, LLC 1.30% Reduce -0.7% 10,804 $2.2M
Meridian Wealth Management, LLC 0.11% Add +0.1% 10,817 $2.2M
Gladstone Institutional Advisory LLC 0.11% Reduce -26.2% 10,776 $2.2M
Wilmington Savings Fund Society, FSB 0.04% New 10,745 $2.2M
Hilltop Holdings Inc. 0.14% Add +6.5% 10,659 $2.1M
Harbour Investments, Inc. 0.06% Reduce -9.0% 10,633 $2.1M
NBT Bank, N.A. 0.14% Add +0.5% 10,549 $2.1M
Point Windward Advisors Inc. 0.80% Add +3.0% 10,482 $2.1M
Everstar Asset Management, LLC 1.44% — 10,449 $2.1M
United Asset Strategies, Inc. 0.19% Add +1.2% 10,445 $2.1M
Valeo Financial Advisors, LLC 0.06% Add +0.9% 10,274 $2.1M
Dynamic Advisor Solutions LLC 0.06% Reduce -13.1% 9,972 $2.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% Add +21.9% 9,961 $2.0M
NewEdge Wealth, LLC 0.04% Add +107.6% 9,921 $2.0M
Bray Capital Advisors 0.48% Reduce -4.8% 9,805 $2.0M
Herbst Group, LLC 1.21% Reduce -0.1% 9,739 $2.0M
Whittier Trust Co. 0.03% Reduce -1.5% 9,730 $1.9M
Avidian Wealth Enterprises, LLC 0.09% Add +1.4% 9,583 $1.9M
Narus Financial Partners, LLC 0.69% Add +8.6% 9,565 $1.9M
Kingsview Wealth Management, LLC 0.04% Reduce -87.1% 9,501 $1.9M
Pettyjohn, Wood & White, Inc. 0.35% Reduce -0.8% 9,469 $1.9M
Proffitt & Goodson Inc. 0.31% Reduce -16.3% 9,352 $1.9M
Western Wealth Management, LLC 0.11% Add +48.2% 9,304 $1.9M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -0.3% 9,253 $1.9M
RiverGlades Family Offices LLC 1.32% Add +8.5% 9,208 $1.8M
Redwood Financial Network Corp 1.44% Reduce -7.4% 9,157 $1.8M
Janney Capital Management LLC 0.12% Reduce -90.5% 9,064 $1.8M
ARS Investment Partners, LLC 0.16% Add +10.9% 9,059 $1.8M
Arkadios Wealth Advisors 0.10% Add +14.4% 9,046 $1.8M
Bangor Savings Bank 0.17% Reduce -0.0% 9,043 $1.8M
Encompass More Asset Management 0.69% Add +15.8% 8,974 $1.8M
Valmark Advisers, Inc. 0.03% Reduce -3.5% 8,960 $1.8M
Scotia Capital Inc. 0.01% Reduce -16.7% 8,955 $1.8M
Raymond James Trust N.A. 0.04% Reduce -1.9% 8,953 $1.8M
Hancock Whitney Corp. 0.06% Reduce -14.9% 8,847 $1.8M
O'shaughnessy Asset Management, LLC 0.02% Add +5.4% 8,966 $1.8M
Foguth Wealth Management, LLC. 0.63% Reduce -3.2% 8,850 $1.7M
Signal Advisors Wealth, LLC 0.25% New 8,695 $1.7M
Point72 Asset Management 0.01% Reduce -80.9% 8,633 $1.7M
CWC Advisors, LLC. 1.70% — 8,603 $1.7M
Avior Wealth Management, LLC 0.07% Add +3.3% 8,538 $1.7M
Brown Advisory Inc. 0.00% Add +5.9% 8,528 $1.7M
Rockland Trust Co. 0.08% Add +21.8% 8,522 $1.7M
Beaumont Financial Advisors, LLC 0.13% Add +7.5% 8,474 $1.7M
CX Institutional 0.07% Add +139.0% 8,332 $1.7M
Cary Street Partners Investment Advisory LLC 0.06% Reduce -8.2% 8,238 $1.7M
D.A. Davidson & Co. 0.01% Reduce -4.5% 8,231 $1.6M
Atticus Wealth Management, LLC 0.52% Reduce -5.1% 8,154 $1.6M
Okabena Investment Services Inc. 0.46% No change 8,091 $1.6M
Certified Advisory Corp 0.18% Add +5.3% 8,088 $1.6M
Pine Valley Investments Ltd Liability Co 0.11% Add +3.0% 7,946 $1.6M
Calamos Wealth Management LLC 0.08% No change 7,891 $1.6M
Claro Advisors Inc. 0.20% Reduce -0.3% 7,873 $1.6M
HBW Advisory Services LLC 0.23% Add +16.1% 7,821 $1.6M
Elevated Capital Advisors, LLC 0.42% Add +1.5% 7,820 $1.6M
One Charles Private Wealth Services, LLC 0.59% Reduce -27.4% 7,796 $1.6M
Abbot Financial Management, Inc. 0.78% No change 7,775 $1.6M
Hall Kathryn A. 0.33% No change 7,768 $1.6M
Soltis Investment Advisors LLC 0.15% Reduce -17.6% 7,715 $1.5M
Ledyard National Bank 0.14% Reduce -2.1% 7,682 $1.5M
Tocqueville Asset Management L.P. 0.02% Reduce -11.6% 7,647 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +324.5% 7,658 $1.5M
Nations Financial Group Inc, /Ia/ 0.11% Reduce -1.2% 7,636 $1.5M
Rovin Capital /Ut/ 0.56% Reduce -28.2% 7,587 $1.5M
Laurel Wealth Advisors LLC 0.24% Add +1.1% 7,530 $1.5M
C2C Wealth Management, LLC 1.39% Reduce -8.6% 7,599 $1.5M
Wulff, Hansen & Co. 1.35% Reduce -8.9% 7,460 $1.5M
StoneX Group Inc. 0.11% Reduce -15.9% 7,405 $1.5M
Providence First Trust Co 0.63% Reduce -47.2% 7,400 $1.5M
Synovus Financial Corp. 0.02% Add +6.1% 7,370 $1.5M
Silver Oak Securities, Incorporated 0.16% New 7,311 $1.5M
Montecito Bank & Trust 0.25% Reduce -1.7% 7,324 $1.5M
Bryn Mawr Trust Advisors, LLC 0.08% No change 7,256 $1.5M
Capital Insight Partners, LLC 0.25% Reduce -0.2% 7,196 $1.4M
Kovack Advisors, Inc. 0.15% Reduce -0.1% 7,183 $1.4M
Horizon Financial Services, LLC 0.85% Reduce -17.7% 7,180 $1.4M
Per Stirling Capital Management, LLC. 0.20% New 7,155 $1.4M
Country Club Bank 0.10% No change 7,080 $1.4M
Belpointe Asset Management LLC 0.09% Add +25.3% 7,088 $1.4M
Jacobi Capital Management LLC 0.11% Reduce -1.4% 7,073 $1.4M
M3 Advisory Group, LLC 1.04% Add +6.1% 7,038 $1.4M
Vicus Capital 0.12% New 7,037 $1.4M
Exchange Capital Management, Inc. 0.22% Reduce -8.0% 6,992 $1.4M
Madden Advisory Services, Inc. 0.64% Add +4.7% 6,962 $1.4M
Choate Investment Advisors 0.04% Reduce -38.4% 6,957 $1.4M
AE Wealth Management LLC 0.01% Reduce -7.6% 6,954 $1.4M
AQR Capital Management 0.00% Add +3.6% 6,899 $1.4M
Wellington Management Group LLP 0.00% New 6,896 $1.4M
PFG Advisors 0.09% Add +17.6% 6,891 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +1.1% 6,884 $1.4M
Clarus Wealth Advisors 0.70% Add +2.0% 6,993 $1.4M
Realta Investment Advisors 0.62% Reduce -32.2% 6,869 $1.4M
Integral Investment Advisors, Inc. 0.37% Add +35.4% 6,732 $1.3M
Afg Fiduciary Services Limited Partnership 0.91% Add +2.5% 6,848 $1.3M
Crestwood Advisors Group, LLC 0.03% Reduce -0.4% 6,628 $1.3M
Parallel Advisors, LLC 0.03% Reduce -0.8% 6,623 $1.3M
Waterway Wealth Management, LLC 0.57% Reduce -21.2% 6,609 $1.3M
Monetary Management Group Inc. 0.34% Add +3.5% 6,600 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -0.3% 6,571 $1.3M
United Capital Financial Advisors, LLC 0.01% Reduce -2.9% 6,518 $1.3M
Fort Point Capital Partners LLC 0.16% Reduce -1.1% 6,486 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -31.9% 6,483 $1.3M
Orion Portfolio Solutions, LLC 0.01% Reduce -31.9% 6,483 $1.3M
Plimoth Trust Co. LLC 0.32% Reduce -3.4% 6,429 $1.3M
Polymer Capital Management (HK) LTD 0.30% Add +236.8% 6,400 $1.3M
Wealthfront Advisers LLC 0.00% Add +1.6% 6,366 $1.3M
Kanawha Capital Management LLC 0.09% Reduce -1.8% 6,335 $1.3M
Signet Financial Management, LLC 0.16% Reduce -15.0% 6,318 $1.3M
Wealthspire Advisors, LLC 0.01% Add +84.0% 6,265 $1.3M
Neuberger Berman Group LLC 0.00% Add +4.2% 6,215 $1.2M
Roberts Wealth Advisors, LLC 0.40% Reduce -0.9% 6,317 $1.2M
Prospera Financial Services Inc 0.03% Add +39.6% 6,181 $1.2M
Bristlecone Advisors, LLC 0.10% Reduce -6.6% 6,174 $1.2M
Atlanta Consulting Group Advisors, LLC 0.30% Add +357.9% 6,132 $1.2M
Frank, Rimerman Advisors LLC 0.09% Add +0.9% 6,124 $1.2M
Advisory Resource Group 0.26% Add +2.5% 6,110 $1.2M
IFP Advisors, Inc 0.04% Add +4.2% 6,105 $1.2M
Grassi Investment Management 0.11% No change 6,094 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Reduce -14.2% 6,085 $1.2M
Ingalls & Snyder LLC 0.05% Add +0.5% 6,048 $1.2M
Shepherd Financial Partners LLC 0.15% Add +0.0% 6,023 $1.2M
Private Wealth Advisors, LLC 0.49% Add +0.1% 6,027 $1.2M
Lighthouse Investment Partners, LLC 0.07% Add +9.1% 6,000 $1.2M
Glass Jacobson Investment Advisors llc 0.40% Reduce -2.3% 5,987 $1.2M
Sentinel Trust Co. Lba 0.14% No change 5,986 $1.2M
Fifth Third Wealth Advisors LLC 0.07% Add +23.3% 5,860 $1.2M
Baker Avenue Asset Management, LP 0.04% Add +0.6% 5,858 $1.2M
Birchcreek Wealth Management, LLC 0.77% Reduce -56.5% 5,831 $1.2M
Capital Advisors, Ltd. LLC 0.14% Reduce -34.0% 5,824 $1.2M
First Wilshire Securities Management Inc. 0.33% No change 5,798 $1.2M
MKT Advisors LLC 0.54% Add +2.6% 5,870 $1.2M
Gallagher Fiduciary Advisors, LLC 0.23% Reduce -21.1% 5,765 $1.2M
Arrow Financial Corp 0.11% Add +3.1% 5,758 $1.2M
St. Johns Investment Management Company, LLC 0.54% Reduce -8.8% 5,739 $1.1M
Crew Capital Management, Ltd 0.92% Reduce -12.1% 5,723 $1.1M
Chevy Chase Trust Holdings, LLC 0.00% Add +147.1% 5,711 $1.1M
UNIVEST FINANCIAL Corp 0.08% New 5,701 $1.1M
First Business Financial Services, Inc. 0.11% No change 5,651 $1.1M
Beacon Financial Advisory LLC 0.38% Reduce -0.6% 5,565 $1.1M
Rwa Wealth Partners, LLC 0.01% No change 5,523 $1.1M
City Holding Co. 0.15% Reduce -0.4% 5,464 $1.1M
Transamerica Financial Advisors, LLC 0.11% Reduce -5.9% 5,410 $1.1M
Quadcap Wealth Management, LLC 0.17% Reduce -7.5% 5,331 $1.1M
Mirador Capital Partners LP 0.19% Reduce -9.4% 5,287 $1.1M
SMART Wealth LLC 0.41% Reduce -6.7% 5,282 $1.1M
Davies Financial Advisors, Inc. 0.91% Add +3.5% 5,233 $1.0M
Smithbridge Asset Management Inc. 0.18% Reduce -5.0% 5,167 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.8% 5,166 $1.0M
Diversify Advisory Services, LLC 0.06% Add +13.7% 5,228 $1.0M
9258 Wealth Management, LLC 0.15% Add +4.0% 5,136 $1.0M
Capital Investment Counsel, LLC 0.18% Add +9.0% 5,110 $1.0M
Summit Financial, LLC 0.04% Add +88.7% 5,101 $1.0M
Moulton Wealth Management, Inc. 0.84% New 5,081 $1.0M
Laurion Capital Management LP 0.07% Add +4.2% 5,000 $1.0M
Mma Asset Management LLC 0.27% Add +77.5% 5,454 $999K
Wedbush Securities Inc. 0.04% Reduce -5.9% 4,956 $993K
Institute for Wealth Management, LLC. 0.12% Add +3.2% 4,915 $985K
Ashton Thomas Securities, LLC 0.19% Add +12.2% 4,908 $983K
Mission Creek Capital Partners, Inc. 0.23% Add +0.1% 4,876 $977K
Level Four Advisory Services, LLC 0.04% Reduce -8.7% 4,929 $971K
Bailard, Inc. 0.03% No change 4,839 $970K
Family Firm, Inc. 0.21% Reduce -0.4% 4,817 $965K
Walleye Trading LLC 0.02% Reduce -37.9% 4,804 $963K
Contravisory Investment Management, Inc. 0.20% Reduce -23.8% 4,768 $955K
Perennial Investment Advisors, LLC 0.12% Add +56.8% 4,752 $952K
Koshinski Asset Management, Inc. 0.08% Reduce -3.3% 4,654 $932K
International Assets Investment Management, LLC 0.07% Add +12.1% 4,950 $922K
Dumont & Blake Investment Advisors LLC 0.25% Reduce -48.9% 4,599 $922K
Navellier & Associates Inc. 0.12% New 4,588 $919K
Cornerstone National Bank & Trust Co 0.42% Reduce -7.5% 4,585 $919K
Bradley Foster & Sargent Inc. 0.02% No change 4,556 $913K
TAP Consulting, LLC 0.18% Reduce -40.4% 4,503 $902K
Moneta Group Investment Advisors LLC 0.01% Add +3.5% 4,498 $901K
Marcum Wealth, LLC 0.08% Add +4.3% 4,468 $895K
Credit Agricole S A 0.00% Reduce -94.5% 4,441 $890K
Larson Financial Group LLC 0.05% Add +4.2% 4,433 $888K
Regal Investment Advisors LLC 0.06% Reduce -5.5% 4,422 $886K
Sharper & Granite LLC 0.39% Reduce -15.5% 4,395 $881K
Thomasville National Bank 0.06% No change 4,368 $875K
Axxcess Wealth Management, LLC 0.02% Reduce -1.5% 4,362 $874K
Lionsbridge Wealth Management LLC 0.69% New 4,355 $873K
Gsa Capital Partners LLP 0.07% Reduce -57.0% 4,350 $872K
OneDigital Investment Advisors LLC 0.01% Reduce -3.3% 4,286 $859K
Harbor Investment Advisory, LLC 0.08% Reduce -2.1% 4,271 $856K
Perigon Wealth Management, LLC 0.02% Reduce -11.3% 4,265 $855K
Simplicity Wealth,LLC 0.08% Reduce -34.6% 4,239 $849K
AAFMAA Wealth Management & Trust LLC 0.37% Add +164.4% 4,180 $838K
Mgo One Seven LLC 0.04% Add +60.4% 4,119 $825K
Allworth Financial LP 0.01% Reduce -7.5% 4,117 $825K
Citizens Financial Group Inc. 0.02% Add +16.6% 4,105 $823K
Macquarie Group Ltd. 0.00% Reduce -77.7% 4,100 $822K
Global Retirement Partners, LLC 0.02% Reduce -23.8% 4,101 $822K
V2 Financial group LLC 0.53% Add +2.5% 4,100 $822K
Independent Order of Foresters 0.47% No change 4,100 $822K
Mendel Capital Management LLC 0.50% Add +29.9% 4,034 $808K
Vishria Bird Financial Group, LLC 0.31% No change 4,030 $807K
Brendel Financial Advisors LLC 0.46% New 4,007 $803K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.9% 4,000 $801K
E&G Advisors, LLC 0.22% Add +2.2% 3,975 $796K
Wealthgarden F.S. LLC 0.77% Reduce -1.8% 3,969 $795K
Ally Invest Advisors Inc. 0.07% Reduce -13.0% 3,952 $792K
WT Wealth Management 0.25% Add +0.1% 3,956 $789K
Rockingstone Advisors LLC 0.39% Add +0.9% 3,915 $784K
Sequent Planning LLC 0.27% Add +21.3% 3,906 $783K
Flagship Harbor Advisors, LLC 0.04% Reduce -1.6% 3,892 $780K
Money Concepts Capital Corp. 0.06% Add +7.5% 3,888 $779K
Vista Investment Management 0.29% No change 3,869 $775K
Pure Financial Advisors, LLC 0.02% Add +5.8% 3,855 $772K
New Wave Wealth Advisors LLC 0.35% Reduce -43.8% 3,844 $770K
Heritage Oak Wealth Advisors LLC 0.35% New 3,844 $770K
Cassaday & Co Wealth Management LLC 0.02% Reduce -2.0% 3,835 $768K
Archford Capital Strategies, LLC 0.11% Reduce -10.6% 3,863 $763K
CENTRAL TRUST Co 0.02% Reduce -0.9% 3,745 $750K
Oxler Private Wealth LLC 0.26% Add +0.2% 3,707 $743K
Advisor Resource Council 0.33% New 3,660 $733K
Optiver Holding B.V. 0.02% New 3,649 $731K
Argent Trust Co 0.03% Add +4.1% 3,602 $722K
Clare Market Investments LLC 0.19% Add +18.0% 3,577 $717K
Sound Income Strategies, LLC 0.05% Add +11.8% 3,563 $714K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -88.5% 3,550 $713K
Greenleaf Trust 0.01% Add +6.8% 3,557 $713K
First National Trust Co 0.03% Reduce -1.4% 3,537 $709K
Two Sigma Investments, LP 0.00% Add +66.6% 3,501 $701K
Florida Financial Advisors, LLC 0.36% Reduce -6.2% 3,473 $696K
Bayesian Capital Management, LP 0.08% New 3,467 $695K
Rollins Financial Advisors, LLC 0.12% Reduce -13.8% 3,460 $693K
Smith Salley Wealth Management 0.04% No change 3,433 $688K
Invst, LLC 0.08% Reduce -6.2% 3,412 $684K
Exencial Wealth Advisors, LLC 0.02% No change 3,401 $681K
First Foundation Advisors 0.03% Add +3.0% 3,388 $679K
CWA Asset Management Group, LLC 0.04% — 3,351 $671K
Athena Investment Management 0.38% No change 3,350 $671K
Phillips Wealth Planners LLC 0.64% Add +2.8% 3,362 $669K
EPG Wealth Management LLC 0.17% Add +0.0% 3,326 $666K
Signature Wealth Management Partners, LLC 0.48% No change 3,287 $659K
Dearborn Partners LLC 0.03% No change 3,264 $654K
Lunt Capital Management, Inc. 0.30% Reduce -6.1% 3,244 $650K
World Investment Advisors 0.02% Add +8.6% 3,214 $644K
Sequoia Financial Advisors, LLC 0.01% Add +1.9% 3,213 $644K
McAdam, LLC 0.04% Add +6.6% 3,205 $642K
Nixon Peabody Trust Co. 0.05% New 3,200 $641K
Clarius Group, LLC 0.04% No change 3,188 $639K
Insight Advisors, LLC/ PA 0.11% Add +2.1% 3,187 $639K
Financial & Tax Architects, LLC 0.16% Reduce -6.7% 3,167 $635K
Fernwood Investment Management, LLC 0.21% No change 3,163 $634K
Trilogy Capital Inc. 0.03% Reduce -15.0% 3,160 $633K
Verition Fund Management LLC 0.00% Reduce -82.6% 3,150 $631K
Essex LLC 0.13% Add +7.2% 3,142 $630K
Burford Brothers, Inc. 0.33% Reduce -10.4% 3,138 $629K
Fenimore Asset Management Inc 0.01% No change 3,138 $629K
KPP Advisory Services LLC 0.15% No change 3,123 $626K
Citizens & Northern Corp. 0.19% New 3,122 $626K
Bokf, NA 0.01% Add +61.8% 3,165 $619K
Purus Wealth Management, LLC 0.26% Reduce -9.7% 3,089 $619K
Empirical Asset Management, LLC 0.22% Reduce -7.1% 3,076 $616K
Choreo, LLC 0.01% Reduce -8.6% 3,084 $615K
Watts Gwilliam & Co., LLC 0.13% — 3,070 $605K
tru Independence LLC 0.18% Add +14.8% 3,004 $602K
Burns J W & Co. Inc. 0.08% Reduce -6.0% 2,978 $597K
Chilton Capital Management LLC 0.02% Reduce -2.0% 2,978 $597K
Elm Partners Management LLC 0.04% New 2,969 $595K
Lynch & Associates 0.13% Reduce -0.7% 2,961 $593K
GYL Financial Synergies, LLC 0.04% Add +2.0% 2,954 $592K
Apexium Financial, LP 0.04% Add +0.2% 2,949 $591K
Coldstream Capital Management Inc. 0.01% Add +28.7% 2,860 $583K
Prostatis Group LLC 0.19% Add +0.9% 2,890 $579K
First United Bank & Trust 0.21% Reduce -8.3% 2,865 $574K
Stock Yards Bank & Trust Co. 0.02% Reduce -31.4% 2,862 $573K
Capital Analysts, LLC 0.02% Reduce -74.4% 2,836 $569K
Campbell Wealth Management 0.05% Reduce -7.3% 2,820 $565K
Agate Pass Investment Management, LLC 0.28% Add +120.9% 2,819 $565K
Ascent Group, LLC 0.04% Reduce -5.5% 2,819 $565K
Charter Oak Capital Management, LLC 0.05% Reduce -6.5% 2,817 $564K
Fulcrum Equity Management 0.47% Add +76.4% 2,784 $558K
Old Mission Capital LLC 0.01% New 2,783 $558K
Tempus Wealth Planning, LLC 0.20% No change 2,779 $557K
Ieq Capital, LLC 0.01% Add +0.0% 2,771 $555K
Baldwin Wealth Partners LLC 0.04% No change 2,770 $555K
Galvin, Gaustad & Stein, LLC 0.05% Add +7.4% 2,765 $554K
QRG Capital Management, Inc. 0.01% Reduce -4.6% 2,742 $549K
Meridian Wealth Advisors, LLC 0.09% No change 2,740 $549K
Sage Capital Management, LLC 0.26% Add +0.2% 2,730 $547K
Second Half Financial Partners, LLC 0.29% Add +6.0% 2,729 $547K
Mission Wealth Management, LP 0.01% Add +2.2% 2,726 $546K
Fiduciary Trust Co 0.01% Reduce -6.4% 2,712 $543K
Stonebrook Private Inc. 0.14% Add +1.5% 2,711 $543K
Councilmark Asset Management, LLC 0.36% No change 2,700 $541K
Moloney Securities Asset Management, LLC 0.07% Reduce -0.2% 2,676 $536K
Beaird Harris Wealth Management, LLC 0.05% Add +7997.0% 2,672 $535K
Eagle Ridge Investment Management 0.05% Reduce -10.2% 2,654 $532K
Jefferies Financial Group Inc. 0.01% New 2,601 $521K
MV Capital Management, Inc. 0.06% Reduce -3.9% 2,590 $519K
Townsquare Capital LLC 0.01% Add +16.0% 2,572 $515K
Joseph P. Lucia & Associates, LLC 0.24% Reduce -3.4% 2,564 $514K
Occidental Asset Management, LLC 0.08% Reduce -2.3% 2,564 $514K
Optas, LLC 0.12% Reduce -36.0% 2,564 $514K
Destiny Wealth Partners, LLC 0.09% No change 2,555 $512K
Childress Capital Advisors, LLC 0.14% No change 2,533 $508K
Keel Point, LLC 0.04% Add +8.6% 2,523 $506K
CHICAGO TRUST Co NA 0.09% Add +2.2% 2,498 $501K
Peak Asset Management, LLC 0.09% Add +0.1% 2,495 $500K
Geneos Wealth Management Inc. 0.02% Reduce -1.9% 2,475 $496K
Blue Chip Partners, LLC 0.04% Reduce -4.2% 2,453 $492K
Private Trust Co. NA 0.05% Reduce -9.5% 2,450 $491K
Goelzer Investment Management, Inc. 0.03% Add +6.2% 2,449 $491K
Whalerock Point Partners, LLC 0.12% No change 2,444 $490K
Silverlake Wealth Management LLC 0.19% Add +3.4% 2,435 $488K
Menora Mivtachim Holdings LTD. 0.00% New 2,400 $481K
L.M. Kohn & Company 0.12% No change 2,375 $476K
Insigneo Advisory Services, LLC 0.05% Reduce -0.8% 2,365 $474K
Chemistry Wealth Management LLC 0.11% Add +5.8% 2,355 $472K
Swmg, LLC 0.19% Add +6.2% 2,145 $468K
Ausdal Financial Partners, Inc. 0.05% Reduce -7.3% 2,337 $468K
SS&H Financial Advisors, Inc. 0.17% No change 2,333 $467K
Mattern Wealth Management LLC 0.10% No change 2,310 $463K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -6.3% 2,306 $462K
NWF Advisory Services Inc. 0.07% Add +0.0% 2,299 $461K
Cullen/Frost Bankers, Inc. 0.01% Add +1.6% 2,293 $459K
Ranch Capital Advisors Inc. 0.22% Reduce -18.8% 2,286 $458K
BTG Pactual Asset Management US LLC 0.07% New 2,278 $456K
Allen Investment Management, LLC 0.01% No change 2,278 $456K
Pacific Sun Financial Corp 0.25% Reduce -5.4% 2,276 $456K
WMS Partners, LLC 0.03% New 2,266 $454K
Waterloo Capital, L.P. 0.05% Add +13.3% 2,263 $453K
Pitcairn Co. 0.03% No change 2,260 $453K
Whitener Capital Management, Inc. 0.13% Reduce -5.6% 2,247 $450K
Turtle Creek Wealth Advisors, LLC 0.09% No change 2,237 $448K
Nvwm, LLC 0.11% No change 2,225 $446K
Regent Peak Wealth Advisors LLC 0.10% No change 2,223 $445K
Main Street Financial Solutions, LLC 0.04% Reduce -3.1% 2,213 $444K
Fagan Associates, Inc. 0.07% Reduce -4.1% 2,200 $441K
Verus Capital Partners, LLC 0.04% New 2,197 $440K
Advisors Preferred, LLC 0.07% Add +293.6% 2,200 $439K
3EDGE Asset Management, LP 0.03% Add +4.5% 2,191 $439K
Noesis Capital Mangement Corp. 0.09% No change 2,175 $436K
Bridge Advisory, LLC 0.21% Add +0.2% 2,174 $436K
Sage Capital Advisors,llc 0.11% Reduce -1.1% 2,167 $434K
Kathmere Capital Management, LLC 0.04% Add +4.3% 2,160 $433K
Mill Creek Capital Advisors, LLC 0.01% Reduce -4.3% 2,153 $431K
Freestone Capital Holdings, LLC 0.01% Add +3.0% 2,149 $431K
Lake Street Private Wealth, LLC 0.07% Reduce -28.5% 2,132 $427K
Journey Advisory Group, LLC 0.05% Reduce -0.8% 2,339 $427K
Acorn Financial Advisory Services Inc. 0.08% No change 2,123 $425K
King Luther Capital Management Corp. 0.00% Add +32.0% 2,111 $423K
Moors & Cabot, Inc. 0.02% Reduce -4.4% 2,104 $421K
Legacy Financial Strategies, LLC 0.09% No change 2,101 $421K
Heartwood Wealth Advisors LLC 0.05% Reduce -0.2% 2,100 $421K
Crewe Advisors LLC 0.05% Add +167.4% 2,099 $421K
Elevatus Welath Management 0.14% Add +13.6% 2,089 $418K
Core Alternative Capital 0.08% No change 2,088 $418K
Wealth Quarterback LLC 0.22% Reduce -3.6% 2,084 $418K
Alpine Woods Capital Investors, LLC 0.07% No change 1,900 $417K
Tsfg, LLC 0.09% Reduce -15.5% 2,062 $413K
Aspen Investment Management Inc 0.19% New 2,020 $405K
Johnson Financial Group, Inc. 0.02% Reduce -20.9% 2,018 $404K
First Citizens Bank & Trust Co. 0.01% Add +19.8% 2,014 $404K
Tyche Wealth Partners LLC 0.09% Add +2.1% 2,010 $403K
FineMark National Bank & Trust 0.01% Reduce -7.5% 2,005 $402K
Strategic Family Wealth Counselors, L.L.C. 0.14% No change 2,000 $401K
STAR Financial Bank 0.27% Reduce -7.0% 1,996 $400K
Avantax Planning Partners, Inc. 0.01% Reduce -27.7% 1,995 $400K
Nadler Financial Group, Inc. 0.04% Reduce -24.7% 1,993 $399K
Visionary Wealth Advisors 0.02% Reduce -14.8% 1,980 $397K
Consolidated Portfolio Review Corp 0.09% Add +9.5% 1,974 $396K
Source Financial Advisors LLC 0.12% Reduce -3.8% 1,971 $395K
RMR Wealth Builders 0.04% Add +0.7% 1,967 $394K
Bragg Financial Advisors, Inc 0.02% Add +13.3% 1,943 $389K
Frisch Financial Group, Inc. 0.12% Add +0.1% 1,939 $389K
Waldron Private Wealth LLC 0.02% No change 1,922 $385K
Berger Financial Group, Inc 0.03% No change 1,909 $383K
NorthCoast Asset Management LLC 0.00% Add +128.2% 2,715 $380K
Talisman Wealth Advisors LLC 0.40% Reduce -1.9% 1,887 $379K
Legacy Wealth Management, LLC 0.02% New 1,891 $379K
Bensler, LLC 0.05% No change 1,886 $378K
Wedmont Private Capital 0.02% Add +0.1% 1,923 $375K
ELCO Management Co., LLC 0.20% No change 1,870 $375K
Arista Wealth Management, LLC 0.09% No change 1,870 $375K
Trust Point Inc. 0.03% No change 1,870 $375K
InTrack Investment Management Inc 0.27% No change 1,867 $374K
Edgestream Partners, L.P. 0.02% New 1,866 $374K
Capital Investment Advisory Services, LLC 0.04% Reduce -1.3% 1,866 $374K
JNBA Financial Advisors 0.04% Reduce -1.6% 1,860 $373K
Wealthcare Advisory Partners LLC 0.01% Reduce -63.8% 1,850 $371K
Performance Wealth Partners, LLC 0.01% No change 1,842 $369K
United Advisor Group, LLC 0.08% New 1,831 $367K
Graves Light Lenhart Wealth, Inc. 0.04% Add +23.6% 1,823 $365K
Jackson Hole Capital Partners, LLC 0.08% No change 1,812 $363K
Precedent Wealth Partners, LLC 0.12% No change 1,809 $362K
Eastern Bank 0.01% New 1,808 $362K
Legacy Private Trust Co. 0.02% Add +0.8% 1,802 $361K
Inscription Capital, LLC 0.05% Reduce -17.2% 1,797 $360K
Dynamic Wealth Strategies, LLC 0.29% Reduce -0.4% 1,793 $359K
Strategic Blueprint, LLC 0.02% Reduce -15.2% 1,785 $358K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.8% 1,780 $357K
Private Wealth Group, LLC 0.18% No change 1,778 $356K
Brown Brothers Harriman & Co. 0.00% Add +42.5% 1,777 $356K
Deutsche Bank AG 0.00% No change 1,776 $356K
NorthRock Partners, LLC 0.01% Add +47.0% 1,773 $355K
Autumn Glory Partners, LLC 0.14% Reduce -5.7% 1,773 $355K
Howland Capital Management LLC 0.02% Reduce -2.2% 1,762 $353K
360 Financial, Inc. 0.13% Add +0.5% 1,916 $353K
Journey Strategic Wealth LLC 0.01% Add +11.9% 1,761 $353K
Bay Rivers Group 0.17% No change 1,753 $351K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -4.2% 1,751 $351K
SeaCrest Wealth Management, LLC 0.04% Reduce -2.8% 1,750 $351K
Tucker Asset Management LLC 0.08% Reduce -38.8% 1,749 $350K
Vantage Financial Partners, LLC 0.09% New 1,747 $350K
Consolidated Capital Management, LLC 0.15% Reduce -22.7% 1,744 $349K
Rehmann Capital Advisory Group 0.02% Reduce -30.3% 1,743 $349K
Shulman DeMeo Asset Management LLC 0.09% Add +0.2% 1,741 $349K
Apollon Wealth Management, LLC 0.01% Add +0.1% 1,739 $348K
Accurate Wealth Management, LLC 0.07% Add +30.0% 1,744 $345K
LVM Capital Management Ltd. 0.04% No change 1,893 $345K
Thompson Davis & Co., Inc. 0.25% Add +45.5% 1,719 $344K
Strategic Wealth Investment Group, LLC 0.04% Reduce -79.0% 1,725 $344K
SkyOak Wealth, LLC 0.08% Reduce -10.0% 1,716 $344K
Sterling Investment Management, LLC 0.26% Reduce -0.7% 1,715 $344K
Private Wealth Partners, LLC 0.03% No change 1,710 $343K
Balboa Wealth Partners 0.09% Reduce -1.0% 1,709 $342K
Seven Springs Wealth Group, LLC 0.13% No change 1,708 $342K
Keystone Financial Group 0.04% New 1,708 $342K
Y.D. More Investments Ltd 0.04% No change 1,711 $342K
Thoroughbred Financial Services, LLC 0.02% Add +35.4% 1,707 $342K
Valley Wealth Managers, Inc. 0.03% Reduce -6.1% 1,702 $341K
Olistico Wealth, LLC 0.21% Reduce -21.6% 1,690 $339K
Parsons Capital Management Inc. 0.02% Reduce -7.2% 1,688 $338K
Community Bank, N.A. 0.04% No change 1,681 $337K
Zacks Investment Management 0.00% Reduce -21.3% 1,680 $337K
Everett Harris & Co. 0.00% No change 1,676 $336K
Fourpath Capital Management, LLC 0.06% New 1,671 $335K
Executive Wealth Management, LLC 0.03% Add +8.3% 1,662 $333K
Modera Wealth Management, LLC 0.00% Add +14.3% 1,649 $330K
Vontobel Holding Ltd. 0.00% Reduce -0.2% 1,644 $329K
Gray Wealth Management Inc. 0.13% No change 1,641 $329K
Tiller Private Wealth, Inc. 0.14% Add +18.9% 1,634 $327K
Strategic Advisors LLC 0.06% Add +0.1% 1,621 $325K
Halbert Hargrove Global Advisors, LLC 0.02% Add +1.5% 1,616 $324K
PFG Investments, LLC 0.02% Add +9.7% 1,612 $323K
J. Goldman & Co LP 0.01% Reduce -96.2% 1,602 $321K
Independence Bank of Kentucky 0.07% Add +146.1% 1,590 $319K
1900 Wealth Management LLC 0.03% Add +0.2% 1,585 $318K
BTS Asset Management, Inc. 0.30% New 1,555 $312K
Glen Eagle Advisors, LLC 0.05% No change 1,547 $310K
Private Portfolio Partners LLC 0.06% New 1,544 $309K
Milestone Asset Management, LLC 0.07% Add +17.3% 1,542 $309K
Penobscot Wealth Management 0.16% Reduce -0.1% 1,521 $305K
HBK Sorce Advisory LLC 0.01% Add +0.1% 1,517 $304K
Empower Advisory Group, LLC 0.00% Reduce -12.8% 1,516 $304K
First Trust Direct Indexing L.P. 0.02% New 1,514 $303K
Fielder Capital Group LLC 0.10% No change 1,513 $303K
Campion Asset Management 0.22% Add +1.4% 1,509 $302K
Bleakley Financial Group, LLC 0.01% Reduce -8.4% 1,508 $302K
HF Advisory Group, LLC 0.14% Add +28.9% 1,505 $302K
Continuum Advisory, LLC 0.04% Add +9.7% 1,401 $302K
Sharkey, Howes & Javer 0.04% New 1,502 $301K
Fifth Third Securities, Inc. 0.03% Reduce -35.8% 1,493 $299K
Stratos Investment Management, LLC 0.02% New 1,493 $299K
Debussy Capital Management LP 0.09% Reduce -1.5% 1,490 $299K
Icon Wealth Advisors, LLC 0.02% New 1,483 $297K
River Wealth Advisors LLC 0.04% Reduce -1.3% 1,471 $295K
Resolute Wealth Strategies, LLC 0.15% Add +0.2% 1,470 $295K
Secure Asset Management, LLC 0.05% Add +12.3% 1,469 $294K
Flagstar Securities, Inc. 0.07% Add +0.1% 1,464 $293K
American State Bank (Iowa) 0.18% Reduce -0.4% 1,458 $292K
Arete Wealth Advisors, LLC 0.02% New 1,446 $289K
Peoples Bank 0.19% No change 1,436 $288K
TBH Global Asset Management, LLC 0.06% Add +1.6% 1,435 $288K
BCS Wealth Management 0.12% Add +6.7% 1,432 $287K
Luts & Greenleigh Group, Inc. 0.28% No change 1,431 $287K
TD Private Client Wealth LLC 0.01% No change 1,431 $287K
DF Dent & Co. Inc. 0.00% No change 1,431 $287K
Horizon Wealth Management, LLC 0.06% No change 1,420 $285K
Peoples Financial Services Corp. 0.13% Reduce -23.2% 1,406 $282K
Smith, Moore & Co. 0.03% Reduce -12.6% 1,399 $280K
Montag A & Associates Inc. 0.01% Reduce -1.5% 1,399 $280K
Caldwell Sutter Capital, Inc. 0.13% No change 1,388 $278K
BIP Wealth, LLC 0.02% Add +13.4% 1,387 $278K
Wetzel Investment Advisors, Inc. 0.14% Add +6.2% 1,383 $277K
Ironwood Financial, llc 0.06% Add +2.1% 1,383 $277K
TNF LLC 0.10% Add +0.1% 1,383 $277K
SYM FINANCIAL Corp 0.04% No change 1,379 $276K
Venture Visionary Partners LLC 0.01% Add +5.8% 1,378 $276K
Truvestments Capital LLC 0.07% Add +1.9% 1,377 $276K
Financial Advocates Investment Management 0.02% Add +0.1% 1,369 $274K
American National Bank & Trust 0.03% Reduce -0.2% 1,366 $274K
LBMC Investment Advisors, LLC 0.02% No change 1,366 $274K
Haverford Trust Co 0.00% New 1,366 $274K
Onyx Bridge Wealth Group LLC 0.04% Reduce -4.0% 1,366 $274K
San Luis Wealth Advisors LLC 0.06% Add +0.2% 1,364 $273K
Clear Creek Financial Management, LLC 0.03% Reduce -28.1% 1,358 $272K
HUB Investment Partners, LLC 0.01% Reduce -26.8% 1,346 $270K
Aries Wealth Management 0.07% No change 1,339 $268K
Ameraudi Asset Management, Inc. 0.12% Reduce -97.4% 1,337 $268K
Apollon Financial, LLC 0.08% Reduce -15.2% 1,337 $268K
Midland Wealth Advisors, LLC 0.02% No change 1,325 $265K
Westside Investment Management, Inc. 0.06% Add +13.2% 1,351 $265K
Whalen Wealth Management Inc. 0.19% Add +1.0% 1,319 $264K
Broadleaf Partners, LLC 0.06% No change 1,316 $264K
Plante Moran Financial Advisors, LLC 0.02% No change 1,314 $263K
Arlington Capital Management, Inc. 0.22% Add +11.1% 1,310 $262K
Innova Wealth Partners 0.22% Reduce -95.0% 1,310 $262K
Caldwell Trust Co 0.03% Add +20.9% 1,301 $261K
LFA - Lugano Financial Advisors SA 0.18% No change 1,300 $260K
Moss Adams Wealth Advisors LLC 0.03% No change 1,298 $260K
Hurlow Wealth Management Group, Inc. 0.08% Add +4.4% 1,295 $259K
Sierra Capital LLC 0.03% No change 1,281 $257K
Albion Financial Group 0.02% No change 1,281 $257K
James J. Burns & Company, LLC 0.05% No change 1,273 $256K
Diligent Investors, LLC 0.06% Reduce -0.3% 1,277 $256K
Acorn Creek Capital LLC 0.14% Reduce -0.9% 1,277 $256K
WealthTrust Asset Management, LLC 0.19% Reduce -13.9% 1,271 $255K
Parisi Gray Wealth Management 0.08% Add +0.2% 1,268 $254K
Evoke Wealth, LLC 0.01% New 1,264 $253K
Midwest Financial Group LLC 0.15% Add +0.2% 1,256 $252K
Element Wealth, LLC 0.13% Reduce -3.5% 1,256 $252K
Finivi Inc. 0.20% Reduce -0.3% 1,254 $251K
Annex Advisory Services, LLC 0.01% Reduce -3.7% 1,248 $250K
OneAscent Wealth Management LLC 0.09% Add +6.6% 1,244 $249K
Obsidian Cio, LLC 0.05% Add +3.9% 1,240 $248K
MWA Asset Management 0.17% Reduce -2.4% 1,239 $248K
Modern Wealth Management, LLC 0.01% Add +0.1% 1,214 $243K
Ballentine Partners, LLC 0.00% No change 1,213 $243K
Key Client Fiduciary Advisors, LLC 0.11% Reduce -3.9% 1,213 $243K
Summit X, LLC 0.06% Reduce -5.6% 1,320 $241K
Trifecta Capital Advisors, LLC 0.05% No change 1,200 $240K
Lodestar Private Asset Management LLC 0.03% No change 1,199 $240K
Wealth Architects, LLC 0.03% No change 1,199 $240K
Confluence Wealth Services, Inc. 0.02% Reduce -34.2% 1,196 $240K
Naples Global Advisors, LLC 0.02% New 1,192 $239K
Hennion & Walsh Asset Management, Inc. 0.01% Add +6.2% 1,191 $239K
NFSG Corp 0.08% Reduce -16.2% 1,183 $237K
Sebold Capital Management, Inc. 0.16% Reduce -6.7% 1,180 $236K
Straight Path Wealth Management 0.10% New 1,169 $234K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -0.3% 1,164 $233K
Manchester Capital Management LLC 0.03% Reduce -41.6% 1,163 $233K
Texas Yale Capital Corp. 0.01% No change 1,161 $233K
Firestone Capital Management 0.06% Reduce -2.6% 1,157 $232K
Iron Gate Global Advisors LLC 0.03% No change 1,157 $232K
Peak Financial Management, Inc. 0.07% No change 1,155 $231K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.1% 1,146 $230K
Williams & Novak, LLC 0.21% No change 1,131 $227K
Principal Securities, Inc. 0.01% Reduce -4.2% 1,131 $227K
Bison Wealth, LLC 0.04% Reduce -17.9% 1,129 $226K
AllSquare Wealth Management LLC 0.13% No change 1,127 $226K
Summitry LLC 0.01% New 1,117 $224K
Cornerstone Wealth Management, LLC 0.02% Reduce -0.5% 1,116 $224K
Sheaff Brock Investment Advisors, LLC 0.02% No change 1,115 $223K
Ritholtz Wealth Management 0.01% No change 1,114 $223K
Maxwell Wealth Strategies Inc. 0.09% New 1,090 $221K
T. Rowe Price Associates Inc. 0.00% No change 1,100 $221K
River Street Advisors LLC 0.12% No change 1,100 $220K
Archer Investment Corp 0.06% No change 1,099 $220K
BBR Partners, LLC 0.02% No change 1,098 $220K
SOL Capital Management CO 0.02% No change 1,100 $220K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -30.9% 1,096 $220K
Oakworth Capital, Inc. 0.02% Reduce -2.2% 1,088 $218K
Promethium Advisors,llc 0.15% — 1,083 $217K
Grant/GrossMendelsohn, LLC 0.09% New 1,069 $214K
Worth Asset Management, LLC 0.12% Reduce -87.2% 1,064 $213K
CenterStar Asset Management, LLC 0.32% New 1,061 $213K
XTX Topco Ltd 0.02% Reduce -26.9% 1,060 $212K
Farther Finance Advisors, LLC 0.01% Reduce -25.8% 1,056 $212K
Wesbanco Bank Inc. 0.01% New 1,050 $210K
Silvercrest Asset Management Group LLC 0.00% New 1,049 $210K
Interchange Capital Partners, LLC 0.07% New 1,048 $210K
Marco Investment Management LLC 0.02% Reduce -11.3% 1,041 $209K
Foster Victor Wealth Advisors, LLC 0.02% Add +1.2% 1,050 $208K
Good Life Advisors, LLC 0.01% Reduce -12.5% 1,037 $208K
McElhenny Sheffield Capital Management, LLC 0.07% New 1,037 $208K
WP Advisors, LLC 0.08% New 1,036 $208K
Eagle Strategies LLC 0.04% New 1,036 $208K
Principle Wealth Partners LLC 0.01% New 1,035 $207K
Norden Group LLC 0.02% New 1,032 $207K
Flputnam Investment Management Co. 0.00% Add +381.3% 1,030 $206K
Three Bridge Wealth Advisors, LLC 0.08% New 1,027 $206K
Raffa Wealth Management, LLC 0.05% No change 1,021 $205K
Brighton Jones LLC 0.01% Reduce -70.9% 1,017 $204K
Trust Co. of Vermont 0.01% No change 1,005 $201K
Evernest Financial Advisors, LLC 0.05% New 1,000 $200K
Obermeyer Wealth Partners 0.01% New 1,000 $200K
University of Texas/Texas Am Investment Management Co. 0.03% Reduce -35.5% 998 $200K
National Bank of Canada 0.00% Reduce -91.5% 955 $191K
FinTrust Capital Advisors, LLC 0.03% Add +10.1% 945 $189K
Clearstead Advisors, LLC 0.00% Reduce -5.5% 943 $189K
Aptus Capital Advisors, LLC 0.00% Reduce -47.7% 928 $186K
TD Waterhouse Canada Inc. 0.00% Reduce -43.3% 929 $185K
Byrne Asset Management LLC 0.13% New 915 $183K
Acropolis Investment Management, LLC 0.01% Add +0.2% 913 $183K
Hazlett, Burt & Watson, Inc. 0.08% Add +0.1% 907 $182K
Solstein Capital, LLC 0.09% No change 885 $177K
Mitchell Sinkler & Starr 0.04% Add +16.7% 875 $175K
Davis Capital Management 0.14% No change 869 $174K
Carmichael Hill & Associates, Inc. 0.06% No change 860 $172K
Goodman Advisory Group, LLC 0.05% Add +35.7% 840 $168K
MGB Wealth Management, LLC 0.06% No change 810 $162K
Franklin Resources Inc. 0.00% Reduce -21.3% 808 $160K
GAMMA Investing LLC 0.02% Add +16.2% 768 $154K
Farmers & Merchants Investments Inc. 0.00% No change 736 $147K
Vestor Capital, LLC 0.01% Reduce -30.2% 727 $146K
Lanark Financial, Inc. 0.01% Reduce -20.9% 725 $145K
Legend Financial Advisors, Inc. 0.10% No change 716 $143K
Optimum Investment Advisors 0.06% No change 700 $140K
Global Financial Private Client, LLC 0.05% No change 687 $138K
Colonial Trust Advisors 0.01% Add +7.0% 684 $137K
Founders Financial Alliance, LLC 0.04% Reduce -3.5% 683 $137K
China Universal Asset Management Co., Ltd. 0.01% New 672 $135K
Avion Wealth 0.04% Reduce -1.2% 672 $134K
SouthState Bank Corp 0.01% Reduce -3.8% 659 $132K
Cranbrook Wealth Management, LLC 0.03% Add +0.1% 651 $130K
Bessemer Group Inc. 0.00% Add +309.6% 643 $129K
United Community Bank 0.05% Reduce -4.5% 641 $128K
Adirondack Trust Co. 0.05% No change 640 $128K
JFS Wealth Advisors, LLC 0.01% Add +194.5% 639 $128K
WR Wealth Planners, LLC 0.04% No change 628 $126K
Beacon Capital Management, LLC 0.02% Add +8.8% 594 $119K
EverSource Wealth Advisors, LLC 0.01% No change 593 $119K
Valley National Advisers Inc. 0.02% Reduce -1.9% 580 $116K
Atlantic Private Wealth, LLC 0.09% No change 575 $115K
Concord Wealth Partners 0.02% Reduce -1.7% 573 $115K
UMB Bank, n.a. 0.00% Reduce -11.6% 573 $115K
Transcendent Capital Group LLC 0.06% No change 550 $110K
Russell Investments Group, Ltd. 0.00% Add +110.5% 543 $109K
Resources Management Corp. /CT/ 0.01% No change 534 $107K
Sunbelt Securities, Inc. 0.01% Add +11.7% 516 $103K
Barrett & Company, Inc. 0.04% No change 513 $103K
Nemes Rush Group LLC 0.01% Add +25.7% 552 $102K
Paladin Advisory Group, LLC 0.07% Reduce -21.2% 502 $101K
Centennial Bank 0.04% No change 487 $98K
West Branch Capital LLC 0.03% No change 484 $97K
ORG Partners LLC 0.02% Reduce -5.7% 481 $97K
Ascentis Independent Advisors 0.01% Reduce -64.2% 481 $96K
Marquette Asset Management, LLC 0.02% New 475 $95K
Duncker Streett & Co. Inc. 0.02% No change 460 $92K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -2.4% 448 $90K
Anchor Investment Management, LLC 0.01% No change 444 $89K
Atlantic Edge Private Wealth Management, LLC 0.03% Add +23.1% 443 $89K
Federation des caisses Desjardins du Quebec 0.00% Reduce -53.2% 435 $87K
LRI Investments, LLC 0.01% No change 400 $86K
Banque Cantonale Vaudoise 0.00% Add +39.0% 428 $86K
Key Financial Inc 0.02% No change 423 $85K
Townsend Asset Management Corp. /NC/ 0.03% Add +0.2% 423 $85K
Compagnie Lombard Odier SCmA 0.00% New 422 $85K
TCTC Holdings, LLC 0.00% No change 421 $84K
Union Savings Bank 0.04% No change 419 $84K
Pittenger & Anderson Inc. 0.00% Reduce -5.8% 410 $82K
Marathon Trading Investment Management LLC 0.04% Reduce -0.3% 400 $80K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -9.7% 399 $80K
Prestige Wealth Management Group LLC 0.02% No change 396 $79K
Frazier Financial Advisors, LLC 0.06% Add +1.0% 393 $79K
Pacific Center for Financial Services 0.02% No change 392 $79K
Phillips Financial Management, LLC 0.01% No change 390 $78K
Edmond DE Rothschild Holding S.A. 0.00% No change 385 $77K
Hamilton Point Investment Advisors, LLC 0.01% No change 377 $76K
Hexagon Capital Partners LLC 0.01% Reduce -20.0% 375 $75K
Sage Mountain Advisors LLC 0.01% No change 371 $74K
Horrell Capital Management, Inc. 0.02% No change 364 $73K
Ameritas Investment Partners, Inc. 0.00% Reduce -1.1% 360 $72K
PSI Advisors, LLC 0.02% No change 345 $69K
Arlington Trust Co LLC 0.01% No change 342 $69K
Ancora Advisors LLC 0.00% Reduce -11.2% 342 $69K
Strengthening Families & Communities, LLC 0.02% Add +0.3% 342 $69K
Dunhill Financial, LLC 0.03% No change 327 $65K
Roble, Belko & Company, Inc 0.01% No change 323 $65K
Rice Partnership, LLC 0.01% No change 324 $65K
Indiana Trust & Investment Management Co 0.02% No change 322 $65K
Mather Group, Llc. 0.00% Reduce -40.5% 317 $64K
Perkins Coie Trust Co 0.01% No change 317 $64K
Webster Bank, N. A. 0.01% No change 313 $63K
Hanson & Doremus Investment Management 0.01% No change 302 $61K
Hollencrest Capital Management 0.00% No change 300 $60K
Tompkins Financial Corp. 0.01% No change 291 $58K
Armor Investment Advisors, LLC 0.02% No change 277 $56K
Macroview Investment Management LLC 0.05% No change 264 $53K
Salem Investment Counselors Inc. 0.00% Reduce -1.9% 262 $52K
North Star Investment Management Corp. 0.00% No change 252 $50K
Balentine LLC 0.00% No change 246 $49K
Cornerstone Planning Group LLC 0.01% Reduce -9.7% 242 $48K
Dagco, Inc. 0.02% No change 240 $48K
Caitlin John, LLC 0.03% Reduce -31.6% 219 $48K
Signaturefd, LLC 0.00% Add +19.0% 238 $48K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -69.4% 234 $47K
AdvisorNet Financial, Inc 0.00% Add +9.2% 226 $45K
Tidemark, LLC 0.02% No change 225 $45K
Coston, McIsaac & Partners 0.01% No change 225 $45K
Friedenthal Financial 0.03% Reduce -0.9% 221 $44K
Burkett Financial Services, LLC 0.02% Add +0.5% 220 $44K
Game Plan Financial Advisors, LLC 0.02% Add +138.9% 215 $43K
Riggs Asset Managment Co. Inc. 0.01% Reduce -82.0% 211 $42K
MCF Advisors LLC 0.00% No change 202 $40K
Investors Research Corp 0.01% No change 202 $40K
Old Second National Bank of Aurora 0.01% No change 200 $40K
Capital Investment Counsel, Inc 0.01% No change 200 $40K
Provident Wealth Management, LLC 0.01% No change 198 $40K
Arax Advisory Partners 0.00% Add +0.5% 197 $39K
Coppell Advisory Solutions LLC 0.01% Reduce -26.6% 188 $38K
Spectrum Wealth Counsel, LLC 0.00% Reduce -8.8% 187 $37K
Register Financial Advisors LLC 0.02% No change 185 $37K
Financial Management Professionals, Inc. 0.00% Reduce -15.8% 186 $37K
First Community Trust NA 0.03% No change 184 $37K
Morse Asset Management, Inc 0.01% New 180 $36K
Wagner Wealth Management, LLC 0.01% No change 179 $36K
Blue Trust, Inc. 0.00% Reduce -16.5% 192 $35K
Biltmore Family Office, LLC 0.01% No change 175 $35K
WASHINGTON TRUST Co 0.00% No change 175 $35K
Gold Investment Management Ltd. 0.01% No change 175 $35K
Lindbrook Capital, LLC 0.00% Add +9.4% 174 $35K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 165 $33K
Provenance Wealth Advisors, LLC 0.00% No change 165 $33K
Rothschild Investment LLC 0.00% No change 163 $33K
Operose Advisors LLC 0.01% No change 161 $32K
GPS Wealth Strategies Group, LLC 0.00% Add +0.7% 147 $29K
St Germain D J Co. Inc. 0.00% No change 145 $29K
Tower Research Capital LLC (TRC) 0.00% Add +11.9% 141 $28K
SOA Wealth Advisors, LLC. 0.01% No change 140 $28K
Bellevue Asset Management, LLC 0.01% No change 138 $28K
Winch Advisory Services, LLC 0.01% No change 127 $25K
Pacifica Partners Inc. 0.01% No change 125 $25K
HHM Wealth Advisors, LLC 0.00% Add +127.8% 123 $25K
Private Capital Management LLC 0.00% No change 122 $24K
Financial Perspectives, Inc 0.01% Reduce -8.4% 120 $24K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 115 $23K
Park Place Capital Corp 0.01% Reduce -20.0% 112 $22K
CarsonAllaria Wealth Management, Ltd. 0.01% New 110 $22K
Fairfield Financial Advisors, LTD 0.01% No change 110 $22K
Versant Capital Management, Inc 0.01% Reduce -59.5% 109 $22K
Anfield Capital Management, LLC 0.01% Reduce -99.7% 108 $22K
Elevation Wealth Partners, LLC 0.01% No change 105 $21K
First Command Advisory Services, Inc. 0.00% No change 105 $21K
Steph & Co. 0.01% No change 104 $21K
DecisionPoint Financial, LLC 0.01% No change 101 $20K
Bank of New Hampshire 0.01% No change 101 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -85.0% 100 $20K
Claris Advisors, LLC / Mo / 0.01% New 99 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -18.2% 99 $20K
Tower View Wealth Management LLC 0.01% No change 97 $19K
Financial Gravity Companies, Inc. 0.01% — 95 $19K
REAP Financial Group, LLC 0.00% Reduce -3.1% 95 $19K
Investment Research & Advisory Group, Inc. 0.01% No change 94 $19K
Providence Capital Advisors, LLC 0.00% Add +71.7% 91 $18K
Financial Connections Group, Inc. 0.01% No change 90 $18K
Center for Financial Planning, Inc. 0.00% No change 87 $17K
Creekmur Asset Management LLC 0.00% Reduce -27.5% 87 $17K
Aspire Private Capital, LLC 0.00% No change 80 $16K
Colonial Trust Co / SC 0.00% No change 80 $16K
Godsey & Gibb, Inc. 0.00% New 80 $16K
Oxford Financial Group, LTD. LLC 0.00% No change 78 $16K
Activest Wealth Management 0.00% Reduce -62.6% 77 $15K
WealthShield Partners, LLC 0.00% No change 76 $15K
First PREMIER Bank 0.00% Reduce -94.4% 74 $15K
Smartleaf Asset Management LLC 0.00% Reduce -56.5% 74 $15K
Carolinas Wealth Consulting LLC 0.00% No change 74 $15K
Jamison Private Wealth Management, Inc. 0.00% Add +136.7% 71 $14K
Tradewinds Capital Management, LLC 0.00% Add +32.1% 70 $14K
LGT Financial Advisors LLC 0.03% Reduce -8.0% 69 $14K
Signature Resources Capital Management, LLC 0.01% No change 67 $13K
Tortoise Investment Management, LLC 0.00% Reduce -90.4% 66 $13K
Legacy Investment Solutions, LLC 0.01% — 60 $13K
Legacy Wealth Managment, LLC 0.01% — 60 $13K
Hantz Financial Services, Inc. 0.00% Add +8.5% 64 $13K
Oarsman Capital, Inc. 0.00% New 60 $12K
Abound Wealth Management 0.00% No change 60 $12K
SJS Investment Consulting Inc. 0.00% No change 58 $12K
New Millennium Group LLC 0.01% Reduce -22.4% 52 $10K
Highline Wealth Partners LLC 0.00% No change 52 $10K
Strategic Investment Solutions, Inc. 0.00% No change 51 $10K
Iron Horse Wealth Management, LLC 0.00% No change 51 $10K
Future Financial Wealth Managment LLC 0.01% New 50 $10K
Missouri Trust & Investment Co 0.00% No change 50 $10K
Northwest Investment Counselors, LLC 0.00% New 48 $10K
Fortis Group Advisors, LLC 0.00% No change 48 $10K
Northwest Capital Management Inc 0.00% No change 46 $9K
Asset Dedication, LLC 0.00% No change 46 $9K
HM Payson & Co. 0.00% No change 46 $9K
EnRich Financial Partners LLC 0.00% No change 44 $9K
Oliver Lagore Vanvalin Investment Group 0.00% New 43 $9K
Wolff Wiese Magana LLC 0.01% No change 40 $8K
Covestor Ltd 0.01% Add +116.7% 39 $8K
Cassady Schiller Wealth Management, LLC 0.00% No change 37 $7K
Parkside Financial Bank & Trust 0.00% No change 36 $7K
Arvest Investments, Inc. 0.00% Reduce -20.4% 35 $7K
Cedar Mountain Advisors, LLC 0.00% No change 34 $7K
Ascentis Wealth Management, LLC 0.00% — 31 $6K
Glassman Wealth Services 0.00% No change 31 $6K
Guardian Wealth Advisors, LLC / NC 0.00% Add +7.1% 30 $6K
Washington Trust Advisors, Inc. 0.00% Reduce -30.2% 30 $6K
Atwood & Palmer Inc. 0.00% Reduce -9.4% 29 $6K
Logan Capital Management Inc. 0.00% No change 27 $5K
Eukles Asset Management 0.00% No change 27 $5K
Gilliland Jeter Wealth Management LLC 0.00% New 25 $5K
Princeton Global Asset Management LLC 0.00% No change 25 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 28 $5K
MTM Investment Management, LLC 0.00% No change 25 $5K
Sugarloaf Wealth Management, LLC 0.00% No change 24 $5K
Lowe Wealth Advisors, LLC 0.00% No change 20 $4K
Advanced Asset Management Advisors Inc 0.00% No change 20 $4K
Addison Advisors LLC 0.00% No change 17 $3K
Hartford Financial Management Inc. 0.00% No change 13 $3K
Raleigh Capital Management Inc. 0.00% Add +1100.0% 12 $2K
Weaver Capital Management LLC 0.00% New 12 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 12 $2K
POM Investment Strategies, LLC 0.00% Reduce -68.6% 11 $2K
Rakuten Securities, Inc. 0.00% New 10 $2K
Evermay Wealth Management LLC 0.00% No change 10 $2K
M&R Capital Management Inc. 0.00% No change 8 $2K
Semmax Financial Advisors Inc. 0.00% No change 5 $1K
NewSquare Capital LLC 0.00% Reduce -75.0% 5 $1K
Daiwa Securities Group Inc. 0.00% No change 6 $1K
FWL Investment Management, LLC 0.00% No change 1 $200
Capstone Investment Advisors, LLC 0.00% Reduce -100.0% 1 $200
Parallax Volatility Advisers, L.P. 0.00% No change 1 $200

"% 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.