XLK SELECT SECTOR SPDR TR

SHS (fund)

2,458 managers (2,488 13F filers) reported a position in XLK shares at 2025-12-31, 349,533,732 shares in all. 150 filers opened a position and 100 filers sold out during the quarter.

Managers: 2,458
13F filers: 2,488
New: 150
Added: 2,076
Reduced: 55
Sold out: 100
Shares held by filers: 349,533,732

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.

Holder	Shares	Value	% of portfolio	Change	Source
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/	23,654,593	$3.41B	0.25%	+11,599,931	13F-HR Timeline Group
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN	22,749,442	$3.28B	0.64%	+11,183,308	13F-HR Timeline Group
MORGAN STANLEYin group MORGAN STANLEY	19,348,529	$2.79B	0.17%	+8,818,215	13F-HR/A Timeline Group
LPL Financial LLC	15,977,154	$2.3B	0.63%	+8,297,736	13F-HR Timeline
Focus Partners Wealthgroup of 2 filers holding	13,147,189	$1.89B		+6,454,189	Timeline Focus Partners Wealth: 13,123,017 (2.15%) 13F-HR Focus Partners Advisor Solutions,…: 24,172 (0.04%) 13F-HR
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding	11,749,723	$1.69B		+6,439,244	Timeline ENVESTNET ASSET MANAGEMENT INC: 11,665,034 (0.5%) 13F-HR Envestnet Portfolio Solutions, In…: 84,689 (0.04%) 13F-HR
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC	10,615,809	$1.53B	0.35%	+5,332,557	13F-HR Timeline Group
UBS Group AGgroup of 2 filers holding	9,510,017	$1.37B		+4,411,656	Timeline UBS Group AG: 9,232,033 (0.26%) 13F-HR UBS AM, a distinct business unit …: 277,984 (0.01%) 13F-HR
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC	8,294,321	$1.19B	0.17%	+3,653,241	13F-HR/A Timeline Group
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO	8,228,966	$1.18B	0.08%	+4,103,382	13F-HR Timeline Group
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC	8,118,848	$1.17B	0.36%	+4,047,225	13F-HR Timeline Group
Main Management ETF Advisors, LLCgroup of 2 filers holding	6,179,803	$890M		+3,169,437	Timeline Main Management ETF Advisors, LLC: 5,506,430 (28.25%) 13F-HR Main Management LLC: 673,373 (6.98%) 13F-HR
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA	5,480,360	$789M	0.14%	+2,518,082	13F-HR Timeline Group
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	5,053,446	$728M	6.25%	+3,135,920	13F-HR Timeline Group
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP	4,674,923	$673M	0.9%	+2,146,145	13F-HR Timeline Group
Janney Montgomery Scott LLC	4,443,817	$640M	1.47%	+2,065,314	13F-HR Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.	3,660,409	$527M	0.77%	+1,792,742	13F-HR Timeline Group
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	3,329,405	$479M	7.08%	+1,672,719	13F-HR Timeline Group
NORTHERN TRUST CORPin group NORTHERN TRUST CORP	3,236,609	$466M	0.06%	+1,622,312	13F-HR Timeline Group
WestEnd Advisors, LLC	3,174,950	$457M	10.65%	+1,364,441	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	2,908,013	$419M	3.63%	+758,515	13F-HR Timeline Group
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP	2,801,547	$403M	0.6%	+2,767,747	13F-HR Timeline Group
US BANCORP \DE\in group US BANCORP \DE\	2,754,722	$397M	0.46%	+1,358,970	13F-HR Timeline Group
Cerity Partners LLCgroup of 2 filers holding	2,462,866	$355M		+2,292,879	Timeline Cerity Partners OCIO LLC: 1,663,939 (13.25%) 13F-HR Cerity Partners LLC: 798,927 (0.17%) 13F-HR
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD	2,305,500	$332M	1.44%	+1,056,339	13F-HR Timeline Group
Charles Schwab Trust Cogroup of 2 filers holding	2,202,057	$317M		+1,028,498	Timeline CHARLES SCHWAB INVESTMENT MANAGEM…: 2,199,745 (0.05%) 13F-HR Charles Schwab Trust Co: 2,312 (0.02%) 13F-HR
NISSAY ASSET MANAGEMENT CORP /JAPAN	1,994,050	$287M	1.49%	+1,449,828	13F-HR Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…	1,878,483	$270M	0.49%	+996,899	13F-HR/A Timeline Group
COMMONWEALTH EQUITY SERVICES, LLC	1,865,649	$269M	0.36%	+944,338	13F-HR Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.	1,797,171	$259M	1.77%	+870,788	13F-HR Timeline Group
Cetera Investment Advisers	1,789,348	$258M	0.28%	+961,493	13F-HR Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP	1,737,021	$250M	0.22%	+855,226	13F-HR Timeline Group
BARCLAYS PLCin group BARCLAYS PLC	1,635,404	$235M	0.09%	+779,989	13F-HR Timeline Group
EP Wealth Advisors, LLC	1,627,052	$234M	1.22%		13F-HR Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…	1,622,112	$234M	0.13%	+813,447	13F-HR Timeline Group
STATE STREET CORPin group STATE STREET CORP	1,615,491	$233M	0.01%	+1,108,351	13F-HR Timeline Group
HighTower Advisors, LLC	1,515,820	$218M	0.24%	+789,889	13F-HR Timeline
CWM, LLCin group CWM, LLC	1,405,043	$202M	0.55%	+789,087	13F-HR Timeline Group
CITIGROUP INCin group CITIGROUP INC	1,389,756	$200M	0.14%	+644,336	13F-HR Timeline Group
Elo Mutual Pension Insurance Co	1,385,115	$199M	3.06%	new	13F-HR Timeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.	1,384,020	$199M	0.94%	+462,150	13F-HR Timeline Group
J.Safra Asset Management Corp	1,369,569	$197M	10.34%	+710,643	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	1,343,491	$193M	6.2%	+653,583	13F-HR Timeline
MML INVESTORS SERVICES, LLC	1,340,190	$193M	0.47%	+900,765	13F-HR Timeline
Corient Private Wealth LPin group Corient Private Wealth LP	1,333,170	$192M	0.26%	+771,937	13F-HR/A Timeline Group
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	1,277,743	$184M	1.99%	+638,444	13F-HR Timeline Group
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/	1,277,329	$184M	0.07%	+668,472	13F-HR Timeline Group
Provida Pension Fund Administrator	1,259,228	$181M	3.14%	+805,379	13F-HR Timeline
RiverFront Investment Group, LLC	1,250,548	$180M	2.97%	+625,729	13F-HR Timeline
Cambridge Investment Research Advisors,…	1,240,181	$179M	0.47%	+621,775	13F-HR Timeline
Advisory Alpha, LLC	1,166,564	$168M	4.57%	+587,070	13F-HR Timeline
CAPTRUST FINANCIAL ADVISORS	1,153,365	$166M	0.32%	+541,426	13F-HR Timeline
Private Advisor Group, LLC	1,151,931	$166M	0.78%	+595,188	13F-HR Timeline
VICTORY CAPITAL MANAGEMENT INC	1,122,273	$162M	0.09%	+498,515	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	1,092,203	$157M	3.76%	+543,303	13F-HR Timeline
Mariner, LLCin group Mariner, LLC	1,084,520	$156M	0.19%	+524,515	13F-HR Timeline Group
FACTORY MUTUAL INSURANCE CO	1,022,030	$147M	1.49%	-155,150	13F-HR Timeline
1832 Asset Management L.P.	1,018,057	$147M	0.19%	+288,061	13F-HR Timeline
Hamilton Capital Partners Inc.	949,756	$137M	5.02%	+599,394	13F-HR Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding	939,343	$135M		+463,358	Timeline FIFTH THIRD BANCORP: 791,865 (0.36%) 13F-HR Fifth Third Securities, Inc.: 121,703 (1.15%) 13F-HR Fifth Third Wealth Advisors LLC: 25,775 (0.13%) 13F-HR
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	935,204	$135M	7.78%	+464,941	13F-HR Timeline Group
Conservest Capital Advisors, Inc.	921,467	$133M	11.97%	+449,741	13F-HR Timeline
SRB CORPin group SRB CORP	853,424	$123M	6.74%	+452,800	13F-HR Timeline Group
Saudi Central Bank	851,762	$123M	4.58%	+425,881	13F-HR Timeline
BlackRock, Inc.in group BlackRock, Inc.	804,302	$116M	<0.01%	+421,790	13F-HR Timeline Group
71 West Capital Partners	802,629	$116M	5.31%		13F-HR Timeline
SPINNAKER TRUST	796,240	$115M	6.14%	+395,370	13F-HR Timeline
MERCER GLOBAL ADVISORS INC /ADV	792,342	$114M	0.17%	+361,470	13F-HR Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding	756,171	$109M		+393,717	Timeline Kestra Advisory Services, LLC: 670,020 (0.4%) 13F-HR KESTRA PRIVATE WEALTH SERVICES, L…: 86,151 (0.15%) 13F-HR
Swan Global Investments, LLCin group Swan Global Investments, LLC	723,302	$104M	4.93%	+259,761	13F-HR Timeline Group
Ashton Thomas Private Wealth, LLC	721,891	$104M	2.54%	+375,667	13F-HR Timeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	711,921	$103M	0.72%	+331,052	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	699,553	$101M	0.21%	+373,564	13F-HR Timeline Group
Gerber Kawasaki Wealth & Investment Man…	672,297	$96.8M	3.38%	+342,865	13F-HR Timeline
Trek Financial, LLC	671,145	$96.6M	5.6%	+381,978	13F-HR Timeline
TIFF ADVISORY SERVICES, LLC	621,654	$89.5M	15.4%	+525,651	13F-HR Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…	597,132	$87.6M	0.12%	+276,594	13F-HR Timeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding	600,442	$86.4M		+318,831	Timeline Mirae Asset Global Investments Co…: 553,908 (0.22%) 13F-HR MIRAE ASSET GLOBAL ETFS HOLDINGS …: 46,534 (0.01%) 13F-HR
Parker Investment Management, LLC	562,874	$81M	11.53%	+266,274	13F-HR Timeline
Capital Investment Advisors, LLC	542,905	$78.2M	1.19%	+270,520	13F-HR Timeline
Creative Planningin group Creative Planning	535,852	$77.1M	0.06%	+274,186	13F-HR Timeline Group
Sanctuary Advisors, LLC	523,762	$75.4M	0.41%	+260,790	13F-HR Timeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …	514,600	$74.1M	10.27%	+236,800	13F-HR Timeline Group
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP	514,026	$74M	0.05%	+282,648	13F-HR Timeline Group
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding	510,572	$73.5M		+256,645	Timeline OPPENHEIMER ASSET MANAGEMENT INC.: 346,078 (0.61%) 13F-HR OPPENHEIMER & CO INC: 164,494 (0.34%) 13F-HR
Evolution Wealth Advisors, LLC	505,528	$72.8M	7.34%	+253,198	13F-HR Timeline
Wharton Business Group, LLC	503,949	$72.6M	2.76%	+245,957	13F-HR Timeline
IMZ Advisory Inc	501,507	$72.2M	26.43%	+251,243	13F-HR Timeline
CoreCap Advisors, LLC	500,378	$72M	2.52%	+222,083	13F-HR Timeline
Krilogy Financial LLC	486,206	$71M	2.42%	+250,006	13F-HR Timeline
Bellwether Advisors, LLC	488,352	$70.3M	11.22%	+222,829	13F-HR Timeline
TD Waterhouse Canada Inc.	475,711	$68.4M	0.43%	+245,425	13F-HR Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding	467,947	$68M		new	Timeline SUMITOMO MITSUI FINANCIAL GROUP, …: 466,000 (1.2%) 13F-HR Sumitomo Mitsui DS Asset Manageme…: 1,947 (<0.01%) 13F-HR
HighPoint Advisor Group LLC	459,174	$66.1M	1.45%	new	13F-HR Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…	430,093	$62.2M	0.11%	+361,080	13F-HR Timeline Group
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD	427,247	$61.5M	0.71%	+218,378	13F-HR Timeline Group
Salomon & Ludwin, LLC	423,981	$61.3M	5.42%	+200,344	13F-HR Timeline
Trilogy Capital Inc.	412,704	$59.4M	2.66%	+122,488	13F-HR Timeline
FMR LLCin group FMR LLC	411,789	$59.3M	<0.01%	+217,870	13F-HR Timeline Group
MAI Capital Management	410,714	$59.1M	0.34%	+244,206	13F-HR Timeline
&PARTNERS	406,800	$58.6M	0.31%	+225,514	13F-HR Timeline
Lido Advisors, LLCin group Lido Advisors, LLC	285,926	$58.2M	0.23%	+95,934	13F-HR Timeline Group
Quantinno Capital Management LP	402,711	$58M	0.12%	+236,438	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	394,819	$56.8M	0.65%	+252,105	13F-HR Timeline Group
Horizon Wealth Management, LLC	385,594	$55.5M	8.62%	+234,808	13F-HR Timeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV	383,887	$55.3M	12.71%		13F-HR Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC	383,390	$55.2M	0.21%	+159,642	13F-HR Timeline Group
Carnegie Investment Counsel	370,688	$53.4M	0.98%	+186,585	13F-HR Timeline
COMERICA BANK	370,176	$53.3M	0.21%	+180,810	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	366,802	$52.8M	7.09%	+194,747	13F-HR Timeline
ALPS ADVISORS INCin group ALPS ADVISORS INC	365,744	$52.7M	0.31%	+195,631	13F-HR Timeline Group
HOLLENCREST CAPITAL MANAGEMENT	365,035	$52.6M	1.82%	+181,334	13F-HR Timeline
Moment Partners, LLC	363,087	$52.3M	10.76%	+180,038	13F-HR Timeline
Steward Partners Investment Advisory, L…	361,790	$52.1M	0.29%	+142,894	13F-HR Timeline
Kingsview Wealth Management, LLC	360,750	$51.9M	0.75%	+179,559	13F-HR Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA	359,660	$51.8M	0.08%	+259,300	13F-HR Timeline Group
COMMERCE BANKin group COMMERCE BANK	357,260	$51.4M	0.28%	+173,347	13F-HR Timeline Group
OLD NATIONAL BANCORP /IN/	339,162	$48.8M	0.81%	+164,354	13F-HR Timeline
Haverford Trust Co	332,697	$47.9M	0.43%	+150,721	13F-HR Timeline
Stillwater Capital Advisors, LLC	322,831	$46.5M	5%	+159,593	13F-HR Timeline
Vickerman Investment Advisors, Inc.	298,671	$43M	8.59%	+152,474	13F-HR Timeline
AlphaStar Capital Management, LLC	298,012	$42.9M	3.15%	+134,065	13F-HR Timeline
Asset Advisors Investment Management, L…	293,484	$42.3M	3.9%	+152,974	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	292,697	$42.1M	0.56%	+145,098	13F-HR Timeline Group
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.	289,709	$41.7M	0.07%	+190,552	13F-HR Timeline Group
KWMG, LLC	289,689	$41.7M	3.6%	+142,701	13F-HR Timeline
WBH ADVISORY INC	289,404	$41.7M	3.09%	+153,486	13F-HR Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.	288,642	$41.6M	0.06%	+139,150	13F-HR Timeline Group
Federation des caisses Desjardins du Qu…	286,755	$41.3M	0.16%	+143,768	13F-HR Timeline
PETREDIS INVESTMENT ADVISORS LLC	278,875	$40.1M	3.15%	+138,031	13F-HR Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	274,540	$39.7M	0.02%	+153,827	13F-HR/A Timeline Group
Janney Capital Management LLC	273,794	$39.4M	2.48%	+134,220	13F-HR Timeline
United Asset Strategies, Inc.	272,450	$39.2M	3.03%	+136,003	13F-HR Timeline
NWF Advisory Services Inc.	269,988	$38.9M	4.3%	+131,070	13F-HR Timeline
CHEMUNG CANAL TRUST CO	267,672	$38.5M	7.63%	+123,233	13F-HR Timeline
BRAVE ASSET MANAGEMENT INC	266,690	$38.4M	9.06%	+133,614	13F-HR Timeline
Stratos Wealth Partners, LTD.group of 3 filers holding	264,078	$38M		+119,023	Timeline Stratos Wealth Partners, LTD.: 195,803 (0.32%) 13F-HR Stratos Wealth Advisors, LLC: 55,740 (0.39%) 13F-HR Stratos Investment Management, LLC: 12,535 (0.07%) 13F-HR
EXCHANGE TRADED CONCEPTS, LLC	263,406	$37.9M	0.32%	+176,274	13F-HR Timeline
Dakota Wealth Management	261,849	$37.7M	0.67%	+135,147	13F-HR/A Timeline
Integrated Wealth Concepts LLC	261,057	$37.6M	0.45%	+5,032	13F-HR Timeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding	255,838	$36.9M		+127,919	Timeline Kranot Hishtalmut Le Morim Ve Gan…: 187,346 (1.76%) 13F-HR Kranot Hishtalmut Le Morim Tichon…: 68,492 (1.94%) 13F-HR
First Interstate Bank	255,073	$36.7M	1.97%	+125,927	13F-HR Timeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co	253,797	$36.5M	1.06%	+149,894	13F-HR Timeline Group
Prosperity Consulting Group, LLC	253,712	$36.5M	1.64%	+124,653	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	253,669	$36.5M	0.46%	+122,529	13F-HR Timeline
Ayalon Insurance Comp Ltd.	253,134	$36.4M	8.84%	+126,567	13F-HR Timeline
DAVENPORT & Co LLC	252,991	$36.4M	0.2%	+120,222	13F-HR Timeline
Tradewinds Capital Management, LLC	249,895	$36M	7.59%	+246,633	13F-HR Timeline
Essex LLC	249,344	$35.9M	6.36%	+125,997	13F-HR Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS	248,902	$35.8M	0.02%	-944,155	13F-HR Timeline Group
Intrua Financial, LLC	246,816	$35.5M	3.9%	+124,029	13F-HR Timeline
NewEdge Advisors, LLC	246,200	$35.4M	0.13%	+133,572	13F-HR Timeline
Yarbrough Capital, LLC	244,080	$35.1M	1.09%	+122,040	13F-HR Timeline
ARS Wealth Advisors Group, LLC	238,300	$34.3M	3.09%	+119,907	13F-HR Timeline
FIRST HORIZON CORP	233,621	$33.6M	1.5%	+114,921	13F-HR Timeline
MARTIN & CO INC /TN/	233,608	$33.6M	5.77%	+119,444	13F-HR Timeline
BAILARD, INC.	233,201	$33.6M	0.74%	+115,101	13F-HR Timeline
Savvy Advisors, Inc.	232,103	$33.4M	1.08%	+158,193	13F-HR Timeline
Strategic Point Investment Advisors, LLC	230,551	$33.2M	4.59%	+115,630	13F-HR Timeline
IHT Wealth Management, LLC	228,682	$32.9M	0.8%	+114,602	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	227,784	$32.8M	0.48%	+114,954	13F-HR Timeline Group
Long Run Wealth Advisors, LLC	226,428	$32.6M	6.14%	+117,587	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	224,694	$32.3M	1.91%	+133,571	13F-HR Timeline
Wealthfront Advisers LLC	223,279	$32.1M	0.07%	+108,571	13F-HR Timeline
Biltmore Wealth Management, LLC	218,373	$31.4M	11.87%	+106,193	13F-HR Timeline
J. Goldman & Co LP	217,224	$31.3M	1.22%	+60,165	13F-HR Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…	217,200	$31.3M	0.02%	+116,633	13F-HR/A Timeline Group
INDEPENDENT FINANCIAL GROUP, LLC	216,008	$31.1M	0.69%	+108,383	13F-HR Timeline
BLAIR WILLIAM & CO/IL	213,897	$30.8M	0.08%	+109,272	13F-HR Timeline
GTS SECURITIES LLC	212,418	$30.6M	1.04%	+92,810	13F-HR Timeline
Robertson Stephens Wealth Management, L…	211,272	$30.4M	0.86%	+141,351	13F-HR Timeline
Gratus Wealth Advisors, LLC	211,113	$30.4M	4.21%	+104,740	13F-HR Timeline
Clarity Financial LLC	209,927	$30.2M	2.8%	+106,732	13F-HR Timeline
Premier Path Wealth Partners, LLC	204,653	$29.5M	3.8%	+90,829	13F-HR Timeline
OAKWORTH CAPITAL, INC.	204,449	$29.4M	1.61%	+99,285	13F-HR Timeline
Advisory Services Network, LLC	201,485	$29M	0.41%	+102,088	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	201,261	$29M	3.65%	+92,842	13F-HR Timeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP	200,136	$28.8M	0.02%	+179,663	13F-HR Timeline Group
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …	197,144	$28.4M	0.21%		13F-HR/A Timeline Group
Horizon Investments, LLC	196,985	$28.4M	0.36%	+113,580	13F-HR Timeline
Roble, Belko & Company, Inc	196,670	$28.3M	3.71%	+97,842	13F-HR Timeline
Orange Investment Advisors, Inc.	195,352	$28.1M	3.11%	+95,940	13F-HR Timeline
GM Advisory Group, LLC	194,530	$28M	1.1%	+120,981	13F-HR Timeline
Fairfield Financial Advisors, LTD	194,208	$28M	9.11%	+96,169	13F-HR Timeline
Joel Isaacson & Co., LLC	191,586	$27.6M	0.91%	+94,155	13F-HR Timeline
CIBC WORLD MARKET INC.	190,725	$27.5M	0.05%	+98,302	13F-HR Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC	190,074	$27.4M	0.04%	+151,838	13F-HR Timeline Group
WCG Wealth Advisors LLC	189,913	$27.3M	0.77%	+156,229	13F-HR Timeline
Generate Investment Management Ltd	189,552	$27.3M	1.24%	new	13F-HR Timeline
High Note Wealth, LLC	186,281	$26.8M	5.25%	+91,938	13F-HR Timeline
Black Swift Group, LLC	184,291	$26.6M	4.43%	+94,224	13F-HR Timeline
PTM WEALTH MANAGEMENT, LLC	180,364	$26.1M	14.72%	+92,626	13F-HR Timeline
Tiller Private Wealth, Inc.	180,818	$26M	9.26%	+86,812	13F-HR Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA	180,717	$26M	0.06%	+81,962	13F-HR Timeline Group
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	179,885	$25.8M	0.03%	+129,549	13F-HR Timeline Group
Rezny Wealth Management, Inc.	178,162	$25.6M	5.17%	+88,216	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	175,955	$25.3M	0.28%	+87,168	13F-HR Timeline Group
RFG Advisory, LLC	175,241	$25.2M	0.47%	+62,472	13F-HR Timeline
FORBES J M & CO LLP	174,798	$25.2M	2.04%	+87,399	13F-HR Timeline
Integrated Advisors Network LLC	174,413	$25.1M	1.11%	+84,145	13F-HR Timeline