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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,942 managers (1,971 13F filers) reported a position in XLF shares at 2025-12-31, 700,651,398 shares in all. 158 filers opened a position and 103 filers sold out during the quarter.

Managers
1,942
13F filers
1,971
New
158
Added
733
Reduced
667
Sold out
103
Shares held by filers
700,651,398

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO96,377,795$5.28B0.36%-36,706,75213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/80,614,166$4.42B0.32%-4,127,60913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY40,923,262$2.24B0.13%-6,491,81413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,063,206$2.14B0.42%+1,057,35913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding25,637,444$1.4B+3,392,227Timeline
LPL Financial LLC21,725,623$1.19B0.33%-2,432,93113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,640,707$1.08B0.15%-1,421,37913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,288,590$892M0.28%+2,753,08413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding14,644,110$802M-525,464Timeline
Focus Partners Wealthgroup of 2 filers holding12,406,349$679M+1,383,405Timeline
Main Management ETF Advisors, LLCgroup of 3 filers holding11,557,171$633M+4,308,901Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,332,194$621M0.14%-2,911,90413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,254,079$616M0.11%+1,107,06213F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC10,091,183$553M8.16%+12,91013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,983,743$547M0.73%+1,859,71213F-HRTimelineGroup
Janney Montgomery Scott LLC9,174,890$503M1.15%+1,812,35413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,295,877$454M0.54%+7,343,54613F-HRTimelineGroup
WestEnd Advisors, LLC7,959,457$436M10.15%+1,819,34113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,921,761$379M0.26%+1,717,14813F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN6,316,920$346M1.8%+1,723,24913F-HRTimeline
Duquesne Family Office LLC5,495,600$301M7.13%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD5,469,505$300M3.46%-228,53113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,058,427$277M0.4%-323,22513F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,644,674$254M2.19%+997,62513F-HRTimelineGroup
FMR LLCin group FMR LLC4,324,793$237M0.01%-36,09613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,287,688$235M0.32%+255,04413F-HRTimelineGroup
Provida Pension Fund Administrator4,263,989$234M4.04%+1,219,79513F-HRTimeline
MML INVESTORS SERVICES, LLC4,190,889$230M0.56%+201,48213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,093,451$224M0.16%+2,071,72113F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…3,196,000$175M1.13%013F-HRTimelineGroup
CIBC WORLD MARKET INC.3,145,684$172M0.31%+751,75513F-HRTimeline
Cetera Investment Advisers2,940,329$161M0.18%+67,67513F-HRTimeline
TIFF ADVISORY SERVICES, LLC2,850,991$156M26.88%+672,87713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC2,823,239$155M0.09%+712,64313F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,769,442$152M0.71%+365,50013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,725,172$149M0.13%+396,73613F-HRTimelineGroup
Qube Research & Technologies Ltd2,662,678$146M0.21%+1,643,93113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,590,378$142M1.15%+1,039,73413F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…2,412,186$133M0.29%013F-HRTimeline
HighTower Advisors, LLC2,273,156$125M0.14%-62,70013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,190,110$120M0.02%-39,58513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC2,184,158$120M0.24%+2,047,40713F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding2,155,663$118M0Timeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,065,039$113M0.49%-538,22413F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC1,921,151$105M8.25%-21,13313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,896,182$104M0.19%+131,32713F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,850,458$101M<0.01%-1,397,96413F-HRTimelineGroup
J.Safra Asset Management Corp1,786,529$97.8M5.13%+80,67013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,737,249$95.1M1.92%+36,68913F-HRTimelineGroup
Dynasty Wealth Management, LLC1,728,746$94.7M0.93%+106,50713F-HRTimeline
Saudi Central Bank1,717,269$94.1M3.51%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,537,251$84.2M0.11%-63,70213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,512,549$82.8M0.16%+33,73513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,448,372$79.3M0.05%+1,423,22113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,370,492$75.1M<0.01%+532,14113F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,333,583$73M2.55%+82,51613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,323,857$72.5M0.04%+53,76013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,319,810$72.3M0.11%+1,230,40013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,319,142$72.2M0.78%-169,26913F-HRTimelineGroup
Unisphere Establishmentin group Unisphere Establishment1,300,000$71.2M0.53%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,293,986$70.9M0.04%+695,67813F-HRTimelineGroup
Advisory Alpha, LLC1,291,381$70.7M1.93%+654,50613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,263,532$69.2M0.12%+963,43013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,239,065$67.9M0.08%-22,74213F-HRTimelineGroup
Quantitative Investment Management, LLC1,210,077$66.3M6.44%+1,052,49713F-HRTimeline
Quotient Wealth Partners, LLC1,201,423$65.8M1.75%+45,64513F-HRTimeline
Cambridge Investment Research Advisors,…1,167,917$64M0.17%-284,54513F-HRTimeline
Capital Investment Advisors, LLC1,136,557$62.2M0.95%-946,28713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,121,893$61.4M1.11%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,067,349$58.5M0.02%-242,16713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,048,836$57.7M0.03%-187,11813F-HR/ATimelineGroup
1832 Asset Management L.P.1,046,456$57.3M0.07%-8,44713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,036,104$56.7M0.12%+60,81913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,035,999$56.7M0.08%+690,08313F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …1,034,655$56.7M0.3%-731,74013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,014,567$55.6M-39,444Timeline
MERCER GLOBAL ADVISORS INC /ADV990,462$54.3M0.08%-175,08113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC964,463$52.8M0.31%+89,83913F-HRTimelineGroup
Absolute Gestao de Investimentos Ltda.950,000$52M5.46%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management941,523$51.6M0.1%+704,20413F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC885,683$48.5M2.94%+31,22413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC882,294$48.3M0.41%+5,75113F-HRTimelineGroup
Private Advisor Group, LLC873,714$47.9M0.23%-169,29413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/869,696$47.6M0.05%-2,069,92413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP865,849$47.4M0.03%+73,85813F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC856,963$46.9M0.75%+35,77813F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC843,733$46.2M1.48%-33,00713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC840,963$46.1M3.11%+13,72213F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…825,000$45.2M0.26%-75,00013F-HRTimelineGroup
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…765,764$41.9M8.4%013F-HRTimelineGroup
Dakota Wealth Management755,675$41.4M0.74%+5,02813F-HR/ATimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC741,720$40.6M1.93%-195,39913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.732,102$40.1M0.27%+80,19013F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.729,790$40M0.38%-385,80313F-HRTimeline
Trek Financial, LLC728,775$39.9M2.31%-134,42513F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.702,341$38.5M0.94%+604,32013F-HRTimelineGroup
Maven Securities LTDin group Maven Securities LTD701,170$38.4M4.88%+41,49313F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …673,600$36.9M5.11%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding673,416$36.9M+30,374Timeline
Marks Wealth, LLC670,399$36.7M12.29%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC663,804$36.4M5.17%+9,17813F-HRTimeline
BLAIR WILLIAM & CO/IL639,864$35M0.09%+85,71213F-HRTimeline
Flaharty Asset Management, LLC630,567$34.7M4.33%-33,68013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding628,901$34.4M+277,929Timeline
NewEdge Advisors, LLC612,797$33.6M0.12%+11,70613F-HRTimeline
Farther Finance Advisors, LLC611,402$33.5M0.36%+107,45213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding611,057$33.3M+553,382Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC602,860$33M0.79%+204,24213F-HRTimeline
Composition Wealth, LLC600,206$32.9M0.47%+593,19213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …592,808$32.5M0.9%-5,68713F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…589,531$32.3M0.37%+290,57913F-HRTimelineGroup
Krilogy Financial LLC594,011$31.7M1.08%+26,93013F-HRTimeline
Evolution Wealth Advisors, LLC578,666$31.7M3.19%+5,61513F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC560,718$30.8M5.01%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP559,920$30.7M0.39%-8,67713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP551,330$30.2M0.05%-10,262,77013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP550,405$30.2M0.04%+122,62313F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding544,067$29.8M-34,252Timeline
Spire Wealth Managementin group Spire Wealth Management542,114$29.7M0.99%-21,43413F-HRTimelineGroup
SPINNAKER TRUST537,501$29.4M1.58%+32,32413F-HRTimeline
WCG Wealth Advisors LLC531,245$29.1M0.82%+392,05113F-HRTimeline
IMZ Advisory Inc530,015$29M10.63%+2,13813F-HRTimeline
Trilogy Capital Inc.520,356$28.5M1.27%-34,14313F-HRTimeline
Creative Planningin group Creative Planning518,328$28.4M0.02%-26,81213F-HRTimelineGroup
MKP Capital Management, L.L.C.511,340$28M1%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC506,796$27.8M0.03%-29,53213F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.500,022$27.4M6.28%+3,38013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC495,058$27.1M0.01%-1,516,55013F-HRTimelineGroup
LIGHTHOUSE FINANCIAL SERVICES INC /ADV493,389$27M6.21%13F-HRTimeline
Focused Wealth Management, Inc481,443$26.4M2.8%+13,30713F-HRTimeline
Stonebridge Financial Group, LLC479,121$26.2M2.24%new13F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson473,330$25.9M0.01%-449,40113F-HRTimelineGroup
Sanctuary Advisors, LLC470,100$25.7M0.14%-3,84013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.467,450$25.6M0.08%-7,63413F-HRTimelineGroup
Clarity Financial LLC463,753$25.4M2.35%+152,72513F-HRTimeline
GREENWOOD GEARHART LLC463,308$25.4M1.4%-213,18713F-HRTimeline
TUDOR INVESTMENT CORP ET AL449,374$24.6M0.13%+355,87113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT446,315$24.4M1.41%+75113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding443,758$24.3M-47,183Timeline
Asset Advisors Investment Management, L…442,995$24.3M2.24%+16,50713F-HRTimeline
Wharton Business Group, LLC433,292$23.7M0.9%+11,08513F-HRTimeline
Lakeshore Financial Planning, Inc.428,680$23.5M8.39%+4,73613F-HRTimeline
DAVENPORT & Co LLC427,295$23.4M0.13%+95,53713F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.418,400$22.9M0.04%+63,12013F-HRTimelineGroup
Capital Advantage, Inc.415,774$22.8M3.07%+29713F-HRTimeline
&PARTNERS415,620$22.8M0.12%+68,80713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…413,431$22.6M0.3%+4,16713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.407,652$22.3M0.03%-41,03513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…391,135$22.1M0.03%+23,07813F-HRTimeline
COMERICA BANK401,075$22M0.09%+7,46413F-HRTimeline
Karpus Management, Inc.399,770$21.9M0.67%+1,55813F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC385,580$21.1M0.08%+1,05913F-HRTimelineGroup
IHT Wealth Management, LLC384,322$21M0.51%-14,72413F-HRTimeline
EP Wealth Advisors, LLC378,414$20.7M0.11%13F-HRTimeline
Quantinno Capital Management LP376,770$20.6M0.04%+30,02513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …375,885$20.6M0.02%+363,45913F-HRTimelineGroup
CWM, LLCin group CWM, LLC372,310$20.4M0.06%-448,40613F-HRTimelineGroup
Verition Fund Management LLC369,264$20.2M0.11%+41,37313F-HRTimeline
Integrated Wealth Concepts LLC358,543$19.6M0.23%-154,02513F-HRTimeline
WBH ADVISORY INC356,666$19.5M1.45%-8,37513F-HRTimeline
Robertson Stephens Wealth Management, L…356,161$19.5M0.55%-34,36013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC356,081$19.5M0.01%+228,42013F-HRTimelineGroup
Rezny Wealth Management, Inc.345,023$18.9M3.81%-79613F-HRTimeline
Vickerman Investment Advisors, Inc.343,303$18.8M3.76%+42,62013F-HRTimeline
McKinley Carter Wealth Services, Inc.342,459$18.8M1.05%-71,96813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …341,450$18.7M0.27%+4,24513F-HRTimelineGroup
SCOTIA CAPITAL INC.340,671$18.7M0.08%-105,56213F-HRTimeline
Stillwater Capital Advisors, LLC337,874$18.5M1.99%-3,48713F-HRTimeline
Keystone Global Partners, LLC328,803$18M7.92%+61,09013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC329,743$17.9M0.07%+13,99613F-HRTimelineGroup
HighPoint Advisor Group LLC322,613$17.7M0.39%new13F-HRTimeline
Steward Partners Investment Advisory, L…319,082$17.5M0.1%-22,34813F-HRTimeline
OLD NATIONAL BANCORP /IN/315,070$17.3M0.29%-2,46613F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC312,270$17.1M0.23%new13F-HRTimelineGroup
MAI Capital Management310,607$17M0.1%+38,79313F-HRTimeline
Carnegie Investment Counsel308,113$16.9M0.31%-1,34713F-HRTimeline
Merit Financial Group, LLC298,513$16.3M0.13%+68,26713F-HRTimeline
Ayalon Insurance Comp Ltd.293,449$16.1M3.9%013F-HRTimeline
INNEALTA CAPITAL, LLC290,982$15.9M8.63%+2,24513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM283,215$15.5M1.35%-2,14013F-HRTimelineGroup
ASPIRIANT, LLC282,431$15.5M0.44%+1,87113F-HRTimeline
Salomon & Ludwin, LLC273,713$15.4M1.36%-2,38013F-HRTimeline
SIMON QUICK ADVISORS, LLC277,367$15.2M0.66%-5,39913F-HRTimeline
Prospera Financial Services Inc277,267$15.2M0.25%+35,22813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC274,013$15M0.88%-27,64013F-HRTimeline
Long Run Wealth Advisors, LLC273,007$15M2.82%+15,35613F-HRTimeline
Frisch Financial Group, Inc.272,571$14.9M3.35%+2,84013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA272,030$14.9M0.02%-2,475,14813F-HRTimelineGroup
FORBES J M & CO LLP268,854$14.7M1.19%013F-HRTimeline
Atria Investments, Inc259,828$14.2M0.16%-2,21313F-HRTimeline
Prestige Wealth Management Group LLC255,773$14M2.67%+245,39913F-HRTimeline
Chesley Taft & Associates LLC254,352$13.9M0.55%+12,83813F-HRTimeline
Sequoia Financial Advisors, LLC253,569$13.9M0.08%-36,59513F-HRTimeline
Gillson Capital LP250,000$13.7M0.9%new13F-HRTimeline
Systematic Alpha Investments, LLC248,410$13.6M0.42%013F-HRTimeline
First Interstate Bank247,567$13.6M0.73%-1,16813F-HRTimeline
Prosperity Consulting Group, LLC240,955$13.2M0.59%-4,15313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…240,914$13.2M0.01%+78,12013F-HR/ATimelineGroup
Premier Path Wealth Partners, LLC239,882$13.1M1.7%-16,31113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC237,902$13M0.61%-28,11413F-HRTimeline