SS SPDR S&P Og Exp & ProdXOPETF
13F holders, Q2 2026 (June 30)390holders −14
73new positions
85sold out
6famous investors
$154.48avg. 13F price*
At the end of Q2 2026, 390 institutions reported holding SS SPDR S&P Og Exp & Prod (XOP) in their 13F filings, down 14 from Q1 2026. 73 opened new positions and 85 sold out. The largest holders were Morgan Stanley ($578.6M), Goldman Sachs Group Inc. ($524.3M) and Citigroup Inc. ($358.3M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P Og Exp & Prod
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $354.1M |
| Exits | 85 | $522.1M |
All 13F filers, Q1 2026 → Q2 2026: 8,606,292 shares bought and 5,344,984 shares sold, net +3,261,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 390 holders
| Morgan Stanley | 0.03% | Add +78.2% | 3,750,615 | $578.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +34.9% | 3,398,959 | $524.3M |
| Citigroup Inc. | 0.17% | Add +19.6% | 2,322,574 | $358.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.33% | No change | 1,500,000 | $231.4M |
| Two Sigma Investments, LP | 0.12% | Add +135.7% | 1,025,389 | $158.2M |
| UBS Group AG | 0.02% | Add +23.0% | 939,766 | $145.0M |
| Bank of America Corp. | 0.01% | Reduce -59.7% | 736,830 | $113.7M |
| Vanderbilt University | 15.46% | Add +137.1% | 730,070 | $112.6M |
| LPL Financial LLC | 0.02% | Add +10.4% | 674,103 | $104.0M |
| Susquehanna International Group, LLP | 0.09% | Add +119.5% | 643,168 | $99.2M |
| Bessemer Group Inc. | 0.13% | Reduce -0.9% | 623,497 | $96.2M |
| Barclays PLC | 0.02% | Reduce -20.6% | 476,588 | $73.5M |
| JPMorgan Chase & Co. | 0.00% | Add +122.9% | 436,643 | $67.8M |
| Menora Mivtachim Holdings LTD. | 0.26% | Add +28336.7% | 426,550 | $65.8M |
| Citadel Advisors | 0.04% | Add +6185.5% | 398,877 | $61.5M |
| Qube Research & Technologies Ltd | 0.07% | New | 396,418 | $61.2M |
| T. Rowe Price Associates Inc. | 0.01% | New | 394,396 | $60.8M |
| D. E. Shaw & Co. | 0.03% | New | 328,143 | $50.6M |
| Treasurer of the State of North Carolina | 0.12% | New | 298,349 | $46.0M |
| Wells Fargo & Company | 0.01% | Reduce -38.0% | 295,054 | $45.5M |
| Royal Bank of Canada | 0.01% | Add +168.7% | 235,336 | $36.3M |
| Cadence Wealth Management LLC | 14.55% | Add +1.7% | 210,558 | $32.5M |
| National Bank of Canada | 0.03% | Add +36.4% | 189,279 | $29.2M |
| Raymond James Financial Inc. | 0.01% | Add +218.5% | 136,234 | $21.0M |
| Tudor Investment Corporation | 0.07% | Add +47.1% | 105,515 | $16.3M |
| Marshall Wace, LLP | 0.01% | Add +114.8% | 105,254 | $16.2M |
| Maytus Capital Management, LLC | 2.19% | New | 90,450 | $14.0M |
| Financial Sense Advisors, Inc. | 3.01% | New | 89,716 | $13.8M |
| Bank Pictet & Cie (Europe) AG | 0.26% | Reduce -21.7% | 86,875 | $13.4M |
| Bank of Montreal | 0.00% | Add +199.5% | 86,174 | $13.3M |
| Jump Financial, LLC | 0.12% | Add +109.5% | 81,765 | $12.6M |
| Millennium Management | 0.01% | Reduce -30.5% | 76,829 | $11.9M |
| Quadrature Capital Ltd | 0.10% | Reduce -80.6% | 74,993 | $11.6M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -2.3% | 74,900 | $11.6M |
| Wellington Management Group LLP | 0.00% | New | 71,050 | $11.0M |
| Allianz SE | 0.11% | Reduce -10.5% | 70,125 | $10.8M |
| Caption Management, LLC | 0.35% | New | 61,700 | $9.5M |
| Satovsky Asset Management LLC | 1.50% | Reduce -0.3% | 60,856 | $9.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.2% | 57,662 | $8.9M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.63% | Add +0.7% | 55,941 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +243.8% | 55,357 | $8.5M |
| Corecam Pte. Ltd. | 3.21% | Add +1443.5% | 54,918 | $8.5M |
| Fourpath Capital Management, LLC | 1.09% | New | 53,669 | $8.3M |
| Parallax Volatility Advisers, L.P. | 0.35% | Add +93.1% | 50,628 | $7.8M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -5.1% | 50,309 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -63.9% | 49,377 | $7.6M |
| Walleye Capital LLC | 0.04% | New | 48,518 | $7.5M |
| Nikulski Financial, Inc. | 1.56% | Add +1.1% | 46,861 | $7.2M |
| Skylands Capital, LLC | 0.83% | Reduce -3.7% | 43,885 | $6.8M |
| Jane Street Group, LLC | 0.00% | New | 43,358 | $6.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -32.6% | 37,964 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.2% | 37,839 | $5.8M |
| Itau Unibanco Holding S.A. | 0.12% | Add +30.4% | 37,830 | $5.8M |
| Proficio Capital Partners LLC | 0.21% | Reduce -19.7% | 37,375 | $5.8M |
| Modus Advisors, LLC | 1.35% | Reduce -3.5% | 35,354 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +91.3% | 33,907 | $5.2M |
| SG Americas Securities, LLC | 0.00% | Add +101.9% | 33,673 | $5.2M |
| Aster Capital Management (DIFC) Ltd | 1.10% | New | 33,466 | $5.2M |
| Quantitative Investment Management, LLC | 0.54% | New | 31,835 | $4.9M |
| Carrera Capital Advisors | 0.72% | Reduce -0.8% | 31,492 | $4.9M |
| Volterra Technologies LP | 3.00% | New | 30,242 | $4.7M |
| HighTower Advisors, LLC | 0.00% | Add +2.6% | 28,783 | $4.4M |
| Coppell Advisory Solutions LLC | 0.36% | New | 648 | $4.3M |
| Stifel Financial Corp. | 0.00% | Reduce -34.8% | 26,036 | $4.0M |
| ArchPoint Investors | 0.81% | No change | 24,933 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -26.8% | 24,213 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +28.7% | 23,638 | $3.6M |
| Stapp Wealth Management, PLLC | 4.72% | Add +3.0% | 23,425 | $3.6M |
| Corecam AG | 3.07% | New | 23,300 | $3.6M |
| Balyasny Asset Management L.P. | 0.01% | New | 22,938 | $3.5M |
| Abbington Investment Group | 2.19% | Reduce -14.3% | 22,283 | $3.4M |
| Summit Securities Group LLC | 0.66% | New | 22,117 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -8.1% | 21,757 | $3.4M |
| Albar Capital Partners LLP | 0.37% | New | 18,555 | $2.9M |
| One Plus One Wealth Management, LLC | 1.24% | Reduce -0.5% | 18,439 | $2.8M |
| Brookstone Capital Management | 0.03% | Add +95.7% | 18,355 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 18,193 | $2.8M |
| ARS Investment Partners, LLC | 0.12% | Add +0.4% | 17,662 | $2.7M |
| Arkadios Wealth Advisors | 0.04% | Reduce -24.7% | 17,578 | $2.7M |
| Convergence Financial, LLC | 0.21% | Reduce -3.9% | 17,328 | $2.7M |
| Acima Private Wealth, LLC | 0.78% | No change | 17,313 | $2.7M |
| HRT Financial LP | 0.00% | Reduce -91.6% | 16,805 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +20.2% | 16,652 | $2.6M |
| Toronto Dominion Bank | 0.00% | Reduce -67.9% | 16,624 | $2.6M |
| O'Connor Alternative Investments LLC | 0.24% | New | 16,570 | $2.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -49.5% | 16,450 | $2.5M |
| Bleakley Financial Group, LLC | 0.03% | Add +51.6% | 16,316 | $2.5M |
| Graham Capital Management, L.P. | 0.10% | New | 16,100 | $2.5M |
| PEAK6 LLC | 0.06% | New | 16,055 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.1% | 15,499 | $2.4M |
| Emmett Investment Management, LP | 1.68% | New | 15,550 | $2.4M |
| XTX Topco Ltd | 0.03% | New | 15,242 | $2.4M |
| Caz Investments LP | 1.10% | No change | 15,000 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +43.5% | 14,964 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -31.9% | 14,946 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +138.5% | 14,804 | $2.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +76.6% | 14,164 | $2.2M |
| Flow Traders U.S. LLC | 0.09% | Add +37.5% | 14,156 | $2.2M |
| Pekin Hardy Strauss, Inc. | 0.19% | Reduce -2.5% | 13,912 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +6.1% | 13,792 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -13.0% | 13,376 | $2.1M |
| Amica Mutual Insurance Co. | 0.17% | No change | 12,964 | $2.0M |
| Mgo One Seven LLC | 0.03% | Reduce -4.3% | 12,830 | $2.0M |
| Anson Capital, Inc. | 1.23% | Reduce -2.8% | 12,258 | $1.9M |
| Heritage Oak Wealth Advisors LLC | 0.54% | Reduce -2.0% | 11,848 | $1.8M |
| Stamos Capital Partners, L.P. | 0.28% | Add +58.1% | 11,809 | $1.8M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -3.0% | 10,722 | $1.8M |
| Castleark Management LLC | 0.05% | Reduce -74.7% | 11,470 | $1.8M |
| Southeast Asset Advisors, LLC | 0.18% | No change | 11,395 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Add +263.1% | 11,304 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +0.0% | 11,250 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +21.4% | 11,152 | $1.7M |
| IFG Advisory, LLC | 0.06% | New | 10,985 | $1.7M |
| Group One Trading LLC | 0.05% | Add +650.9% | 10,880 | $1.7M |
| MAI Capital Management | 0.01% | Add +498.0% | 10,477 | $1.6M |
| MH & Associates Securities Management Corp. | 1.43% | Reduce -0.4% | 10,308 | $1.6M |
| Pettinga Financial Advisors LLC | 0.25% | Add +12.0% | 10,273 | $1.6M |
| LuminArx Capital Management LP | 0.92% | Add +33.3% | 10,000 | $1.5M |
| Fisher Asset Management | 0.00% | Reduce -21.1% | 9,914 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +35.7% | 9,239 | $1.4M |
| Hilltop Holdings Inc. | 0.11% | Add +9.9% | 9,115 | $1.4M |
| Creative Planning | 0.00% | Add +81.5% | 8,883 | $1.4M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 8,750 | $1.3M |
| Ascentis Wealth Management, LLC | 0.23% | Add +13.7% | 8,697 | $1.3M |
| Wellington Shields Capital Management, LLC | 0.17% | No change | 8,523 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.1% | 8,521 | $1.3M |
| Twin Tree Management, LP | 0.20% | Reduce -67.3% | 8,376 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Reduce -14.3% | 8,332 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 8,334 | $1.3M |
| RFG Holdings, Inc. | 0.27% | Reduce -4.9% | 8,312 | $1.3M |
| Gainplan LLC | 0.49% | Add +7.5% | 8,011 | $1.2M |
| Tidal Investments LLC | 0.00% | New | 8,008 | $1.2M |
| Turim 21 Investimentos Ltda. | 0.20% | Add +21.4% | 5,683 | $1.2M |
| Appleton Partners Inc. | 0.07% | Reduce -1.1% | 7,822 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -1.2% | 7,665 | $1.2M |
| E&G Advisors, LLC | 0.22% | Add +1.5% | 7,460 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Reduce -1.1% | 7,426 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -1.8% | 7,313 | $1.1M |
| Access Financial Services, Inc. | 0.36% | Reduce -1.4% | 7,105 | $1.1M |
| Essex Financial Services, Inc. | 0.05% | Reduce -0.2% | 7,036 | $1.1M |
| Banco Santander, S.A. | 0.01% | Reduce -49.7% | 6,682 | $1.0M |
| Arax Advisory Partners | 0.01% | Add +8344.3% | 6,671 | $1.0M |
| Aaron Wealth Advisors LLC | 0.05% | New | 6,600 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | No change | 6,550 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -11.0% | 6,477 | $999K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -47.7% | 6,401 | $988K |
| Wealthspire Advisors, LLC | 0.01% | Add +118.3% | 6,388 | $985K |
| Heritage Wealth Management, Inc. | 0.24% | No change | 6,315 | $974K |
| Principal Securities, Inc. | 0.01% | Add +0.1% | 6,270 | $967K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 6,165 | $951K |
| Private Advisor Group, LLC | 0.00% | Reduce -62.1% | 6,146 | $948K |
| Independent Financial Group, LLC | 0.02% | Reduce -61.5% | 6,024 | $929K |
| Concord Asset Management, LLC | 0.14% | New | 5,955 | $919K |
| Concord Wealth Partners | 0.11% | New | 5,955 | $919K |
| Mariner, LLC | 0.00% | Reduce -16.8% | 5,901 | $910K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -12.4% | 5,839 | $907K |
| Rockingstone Advisors LLC | 0.36% | No change | 5,870 | $906K |
| Paragon Capital Management LLC | 0.41% | No change | 5,772 | $890K |
| Venture Visionary Partners LLC | 0.02% | Reduce -1.5% | 5,585 | $862K |
| TrustWell Financial Advisors, LLC | 0.73% | Add +21.7% | 5,583 | $861K |
| Hartree Partners, LP | 0.18% | New | 5,000 | $857K |
| Ameritas Advisory Services, LLC | 0.02% | Add +49.4% | 5,517 | $851K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.4% | 5,384 | $831K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.1% | 5,361 | $827K |
| Meridian Investment Counsel Inc. | 0.18% | No change | 5,355 | $826K |
| Laurel Oak Wealth Management, LLC | 0.12% | Add +4.5% | 5,211 | $804K |
| Cordoba Advisory Partners LLC | 0.17% | Add +0.5% | 5,173 | $798K |
| Koa Wealth Management, LLC | 0.54% | New | 5,131 | $792K |
| HB Wealth Management, LLC | 0.00% | No change | 5,034 | $777K |
| Hara Capital LLC | 0.41% | No change | 5,000 | $771K |
| Captrust Financial Advisors | 0.00% | Add +8.9% | 4,882 | $753K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | New | 4,871 | $751K |
| Mackenzie Financial Corp. | 0.00% | Add +23.1% | 4,800 | $740K |
| US Bancorp \de | 0.00% | Reduce -5.5% | 4,660 | $719K |
| Leuthold Group, LLC | 0.07% | New | 4,537 | $700K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -26.1% | 4,451 | $687K |
| Ehrlich Financial Group | 0.35% | New | 4,379 | $676K |
| Global Retirement Partners, LLC | 0.01% | — | 4,302 | $664K |
| Berger Financial Group, Inc | 0.03% | Reduce -3.0% | 4,172 | $644K |
| Massachusetts Wealth Management | 0.24% | Add +17.3% | 4,140 | $639K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +16.1% | 4,074 | $629K |
| DV Trading LLC | 0.05% | Reduce -16.4% | 4,039 | $623K |
| Vontobel Holding Ltd. | 0.00% | Reduce -34.0% | 4,033 | $622K |
| World Investment Advisors | 0.01% | Reduce -10.4% | 3,403 | $619K |
| SIH Partners, LLLP | 0.03% | New | 4,000 | $617K |
| Shelton Wealth Management, LLC | 0.24% | Reduce -7.3% | 3,922 | $605K |
| Cibc World Market Inc. | 0.00% | New | 3,851 | $594K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 3,826 | $590K |
| Meridian Wealth Advisors, LLC | 0.07% | No change | 3,800 | $586K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +6.4% | 3,740 | $577K |
| Centiva Capital, LP | 0.02% | Add +1032.0% | 3,713 | $573K |
| Wexford Capital LP | 0.08% | Add +110.0% | 3,639 | $561K |
| NewEdge Wealth, LLC | 0.01% | New | 3,617 | $558K |
| Anchyra Partners LLC | 0.13% | Add +24.0% | 3,615 | $558K |
| Legal & General Group Plc | 0.00% | New | 3,565 | $554K |
| Sanctuary Advisors, LLC | 0.00% | Add +45.4% | 3,532 | $545K |
| HUB Investment Partners, LLC | 0.01% | No change | 3,503 | $540K |
| AQR Capital Management | 0.00% | Add +31.0% | 3,502 | $540K |
| Concorde Financial Corp | 0.43% | No change | 3,462 | $534K |
| Transamerica Financial Advisors, LLC | 0.04% | Reduce -16.5% | 3,444 | $531K |
| Headlands Technologies LLC | 0.05% | New | 3,251 | $501K |
| Waldron Private Wealth LLC | 0.02% | No change | 3,247 | $501K |
| Krilogy Financial LLC | 0.01% | Reduce -93.6% | 3,242 | $500K |
| Integrity Alliance, Llc. | 0.02% | New | 3,130 | $483K |
| Credit Industriel Et Commercial | 0.09% | Add +11.4% | 3,098 | $478K |
| LOM Asset Management Ltd | 0.12% | Add +771.4% | 3,050 | $470K |
| Global Endowment Management, LP | 0.05% | New | 3,000 | $463K |
| Rossby Financial, LCC | 0.08% | Add +0.0% | 3,001 | $463K |
| Pickering Energy Partners LP | 1.29% | No change | 3,000 | $463K |
| Bulltick Wealth Management, LLC | 0.09% | No change | 2,986 | $461K |
| Frisch Financial Group, Inc. | 0.08% | Reduce -5.3% | 2,985 | $460K |
| Argent Trust Co | 0.01% | Reduce -40.9% | 2,951 | $455K |
| Fifth Third Bancorp | 0.00% | Reduce -25.5% | 2,945 | $454K |
| Collaborative Capital Advisors LLC | 0.29% | — | 2,933 | $452K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +43.3% | 2,878 | $444K |
| Marex Group Ltd | 0.00% | New | 2,865 | $442K |
| Van Den Berg Management I, Inc. | 0.09% | Reduce -3.5% | 2,816 | $434K |
| J. Goldman & Co LP | 0.02% | No change | 2,785 | $430K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +29.0% | 2,780 | $429K |
| Boston Partners | 0.00% | No change | 2,775 | $428K |
| Cladis Investment Advisory, LLC | 0.19% | Reduce -3.2% | 2,593 | $400K |
| Wakefield Asset Management LLLP | 0.09% | Add +6.6% | 2,584 | $399K |
| Founders Financial Alliance, LLC | 0.05% | No change | 2,526 | $390K |
| WIT Partners Advisory Pte. Ltd. | 0.18% | No change | 2,500 | $386K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,500 | $386K |
| IMC-Chicago, LLC | 0.00% | New | 2,500 | $386K |
| Key Client Fiduciary Advisors, LLC | 0.11% | No change | 2,480 | $383K |
| Avondale Wealth Management | 0.15% | New | 2,463 | $380K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -30.7% | 2,438 | $376K |
| Apollon Wealth Management, LLC | 0.00% | No change | 2,425 | $374K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 2,317 | $367K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -81.9% | 2,361 | $364K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 2,361 | $364K |
| Quarry LP | 0.06% | Reduce -80.5% | 2,327 | $359K |
| Vise Technologies, Inc. | 0.00% | New | 2,226 | $343K |
| Cardinal Point Capital Management ULC | 0.02% | Add +3.5% | 2,225 | $343K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -0.1% | 2,169 | $335K |
| Prosperitas Financial LLC | 0.11% | New | 2,163 | $334K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -89.2% | 2,131 | $329K |
| Cresta Advisors, Ltd. | 0.12% | No change | 2,100 | $324K |
| Edgestream Partners, L.P. | 0.01% | Reduce -53.5% | 2,057 | $317K |
| Tyche Wealth Partners LLC | 0.04% | Add +42.0% | 2,028 | $313K |
| Fiduciary Counselling Inc. | 0.77% | No change | 2,022 | $312K |
| Client 1ST Advisory Group, LLC | 0.08% | Add +28.0% | 2,009 | $310K |
| BCS Private Wealth Management, Inc. | 0.09% | No change | 2,000 | $309K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 2,000 | $309K |
| D L Carlson Investment Group Inc. | 0.05% | Reduce -2.5% | 1,979 | $305K |
| Walkner Condon Financial Advisors LLC | 0.03% | No change | 1,960 | $302K |
| Insight 2811, Inc. | 0.12% | No change | 1,949 | $301K |
| Sovran Advisors, LLC | 0.02% | Add +1.1% | 1,798 | $299K |
| Independent Advisor Alliance | 0.01% | Reduce -33.0% | 1,925 | $297K |
| Centaurus Financial, Inc. | 0.01% | Reduce -21.5% | 1,859 | $287K |
| Crestmont Private Wealth LLC | 0.08% | No change | 1,856 | $286K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,845 | $285K |
| Park Avenue Securities LLC | 0.00% | New | 1,842 | $284K |
| Daiwa Securities Group Inc. | 0.00% | No change | 1,825 | $282K |
| Fiduciary Financial Group, LLC | 0.03% | Add +0.2% | 1,813 | $280K |
| Rebalance, LLC | 0.01% | New | 1,804 | $278K |
| Wealth Alliance, LLC | 0.02% | Add +16.7% | 1,781 | $275K |
| Financial Gravity Companies, Inc. | 0.04% | — | 1,770 | $273K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 1,758 | $271K |
| Security National Bank | 0.03% | New | 1,717 | $265K |
| Mission Hills Financial Advisory, LLC | 0.12% | No change | 1,716 | $265K |
| Parcion Private Wealth LLC | 0.01% | New | 1,707 | $263K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,670 | $263K |
| Argyle Capital Partners, LLC | 0.17% | New | 1,703 | $263K |
| Barometer Capital Management Inc. | 0.07% | New | 1,700 | $262K |
| FMR LLC | 0.00% | Reduce -3.7% | 1,681 | $259K |
| AlphaGrep UK Ltd | 0.08% | New | 1,678 | $259K |
| Diversify Advisory Services, LLC | 0.00% | New | 1,473 | $249K |
| Diversify Wealth Management, LLC | 0.00% | New | 1,473 | $249K |
| Advisors Preferred, LLC | 0.04% | Add +360.2% | 1,606 | $248K |
| IHT Wealth Management, LLC | 0.01% | Reduce -73.2% | 1,603 | $247K |
| SeaBridge Investment Advisors LLC | 0.04% | Reduce -29.0% | 1,586 | $245K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 1,582 | $244K |
| Baird Financial Group, Inc. | 0.00% | Add +8.6% | 1,564 | $241K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.4% | 1,534 | $237K |
| Mascagni Wealth Management, Inc. | 0.15% | Reduce -13.2% | 1,518 | $234K |
| Wedbush Securities Inc. | 0.01% | New | 1,518 | $234K |
| Western Wealth Management, LLC | 0.01% | Reduce -7.6% | 1,501 | $232K |
| Verition Fund Management LLC | 0.00% | New | 1,489 | $230K |
| Twin Focus Capital Partners, LLC | 0.02% | No change | 1,482 | $229K |
| Scotia Capital Inc. | 0.00% | Reduce -63.5% | 1,478 | $228K |
| Sprott Inc. | 0.01% | Add +12.3% | 1,448 | $223K |
| Harbour Investments, Inc. | 0.00% | Reduce -86.1% | 1,423 | $220K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 1,388 | $216K |
| Summit Financial, LLC | 0.00% | Reduce -85.6% | 1,333 | $206K |
| Invst, LLC | 0.02% | No change | 1,315 | $203K |
| TruNorth Capital Management, LLC | 0.03% | No change | 1,300 | $201K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.9% | 1,208 | $186K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,144 | $176K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1352.7% | 1,075 | $166K |
| Kings Path Partners LLC | 0.04% | No change | 1,030 | $159K |
| AE Wealth Management LLC | 0.00% | Reduce -47.6% | 1,006 | $155K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -96.6% | 1,006 | $155K |
| Fourth Dimension Wealth, LLC | 0.04% | Add +39.9% | 908 | $140K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -11.7% | 878 | $135K |
| Whittier Trust Co. | 0.00% | No change | 870 | $134K |
| Private Trust Co. NA | 0.01% | Reduce -24.8% | 844 | $130K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 800 | $123K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -79.3% | 800 | $123K |
| Signaturefd, LLC | 0.00% | No change | 713 | $110K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -26.9% | 691 | $107K |
| JTC Employer Solutions Trustee Ltd | 0.01% | New | 660 | $102K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 622 | $96K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $93K |
| EFG International AG | 0.00% | No change | 600 | $93K |
| Copia Wealth Management | 0.05% | No change | 577 | $89K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 514 | $79K |
| EPG Wealth Management LLC | 0.02% | No change | 500 | $77K |
| Operose Advisors LLC | 0.01% | New | 480 | $74K |
| Provident Wealth Management, LLC | 0.02% | No change | 455 | $70K |
| Institute for Wealth Management, LLC. | 0.01% | New | 421 | $65K |
| North Star Investment Management Corp. | 0.00% | No change | 410 | $63K |
| Innovative Asset Advisors Group, LLC | 0.02% | No change | 350 | $54K |
| Winthrop Capital Management, LLC | 0.01% | Add +0.6% | 338 | $52K |
| Anchor Investment Management, LLC | 0.00% | No change | 331 | $51K |
| Cheviot Value Management, LLC | 0.01% | No change | 325 | $50K |
| Allworth Financial LP | 0.00% | Reduce -37.7% | 322 | $50K |
| BlackRock, Inc. | 0.00% | Add +34.5% | 316 | $49K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -97.7% | 311 | $48K |
| IFP Advisors, Inc | 0.00% | Add +4.9% | 302 | $47K |
| Silver Grove Financial Group, Inc. | 0.03% | No change | 300 | $46K |
| Hollencrest Capital Management | 0.00% | Add +0.7% | 290 | $45K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.4% | 259 | $40K |
| Rothschild Investment LLC | 0.00% | No change | 253 | $39K |
| Founders Capital Management | 0.02% | No change | 252 | $39K |
| Compass Financial Management LLC | 0.00% | — | 222 | $38K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 244 | $38K |
| Godfrey Financial Associates, Inc. | 0.03% | No change | 235 | $36K |
| Oakworth Capital, Inc. | 0.00% | Reduce -14.2% | 229 | $35K |
| Your Advocates Ltd., LLP | 0.01% | No change | 222 | $34K |
| CX Institutional | 0.00% | Reduce -17.6% | 220 | $34K |
| Abound Wealth Management | 0.01% | No change | 200 | $31K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $31K |
| Lanark Financial, Inc. | 0.00% | Reduce -42.5% | 199 | $31K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 194 | $30K |
| CENTRAL TRUST Co | 0.00% | New | 189 | $29K |
| Natixis | 0.00% | No change | 189 | $29K |
| Blair William & Co. | 0.00% | No change | 188 | $29K |
| Chilton Capital Management LLC | 0.00% | No change | 168 | $26K |
| Bullseye Investment Management, LLC | 0.01% | No change | 145 | $22K |
| Canton Hathaway, LLC | 0.00% | New | 138 | $21K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 135 | $21K |
| International Assets Investment Management, LLC | 0.00% | Reduce -0.7% | 135 | $21K |
| Signature Equity Partners, LLC | 0.01% | Add +0.8% | 128 | $20K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 125 | $19K |
| Archer Investment Corp | 0.00% | No change | 121 | $19K |
| Crews Bank & Trust | 0.00% | No change | 119 | $18K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $15K |
| Assetmark, Inc. | 0.00% | Add +5.4% | 97 | $15K |
| Continuum Advisory, LLC | 0.00% | New | 95 | $15K |
| AlphaCore Capital LLC | 0.00% | Add +1.1% | 92 | $14K |
| Spire Wealth Management | 0.00% | No change | 83 | $13K |
| Caldwell Trust Co | 0.00% | No change | 82 | $13K |
| Luminist Capital LLC | 0.01% | New | 55 | $8K |
| Hamrick Investment Counsel, llc | 0.01% | Reduce -26.8% | 52 | $8K |
| Angeles Wealth Management, LLC | 0.00% | New | 51 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 50 | $8K |
| Pacific Center for Financial Services | 0.00% | No change | 39 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 36 | $6K |
| Howe & Rusling Inc. | 0.00% | No change | 35 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 35 | $5K |
| Mather Group, Llc. | 0.00% | No change | 35 | $5K |
| Networth Advisors, LLC | 0.00% | No change | 31 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 31 | $5K |
| GoalVest Advisory LLC | 0.00% | No change | 31 | $5K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 31 | $5K |
| Redwood Park Advisors LLC | 0.00% | New | 30 | $5K |
| Gill Capital Partners, LLC | 0.00% | No change | 29 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 28 | $4K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 25 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 25 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 25 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 23 | $4K |
| SWAN Capital LLC | 0.00% | No change | 21 | $3K |
| Asset Dedication, LLC | 0.00% | New | 20 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 14 | $2K |
| Caitlin John, LLC | 0.00% | No change | 13 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -52.0% | 12 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.9% | 11 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $2K |
| Trust Co. of Vermont | 0.00% | — | 9 | $1K |
| Tidemark, LLC | 0.00% | New | 6 | $926 |
| Optiver Holding B.V. | 0.00% | New | 6 | $925 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 4 | $642 |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $463 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $203 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -98.4% | 1 | $154 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1 | $154 |
"% of holder's portfolio" is XOP's weight in each manager's 13F, not the share of SS SPDR S&P Og Exp & Prod the manager owns.