On this page, we present all of the funds holding XLP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XLP, with a link to that fund's top holdings. The next columns indicate the amount of XLP stock held by each of the funds holding XLP, followed by the XLP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1079 funds holding XLP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding XLP), click the fund name in the "Holder" column of the funds-holding-XLP table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | $2,049,653 | 12/31/2023 | |
XLP | 28,481,048 | $2,051,490 | 12/31/2023 |
Put | 25,500 | $1,837 | 12/31/2023 |
Morgan Stanley | 11,003,818 | $792,605 | 12/31/2023 |
XLP | 11,003,818 | $792,605 | 12/31/2023 |
Goldman Sachs Group Inc. | $713,901 | 12/31/2023 | |
XLP | 9,964,245 | $717,725 | 12/31/2023 |
Put | 1,150,000 | $82,834 | 12/31/2023 |
Call | 1,096,900 | $79,010 | 12/31/2023 |
Granite Bay Wealth Management LLC | 8,360,960 | $578,703 | 12/31/2023 |
XLP | 8,360,960 | $578,703 | 12/31/2023 |
Envestnet Asset Management Inc. | 6,275,735 | $452,041 | 12/31/2023 |
XLP | 6,275,735 | $452,041 | 12/31/2023 |
JPMorgan Chase & Co. | 4,216,215 | $303,694 | 12/31/2023 |
XLP | 4,216,215 | $303,694 | 12/31/2023 |
Nissay Asset Management Corp Japan ADV | 3,997,059 | $287,908 | 12/31/2023 |
XLP | 3,997,059 | $287,908 | 12/31/2023 |
Caisse DE Depot ET Placement DU Quebec | 3,965,100 | $285,606 | 12/31/2023 |
XLP | 3,965,100 | $285,606 | 12/31/2023 |
Janney Montgomery Scott LLC | 3,958,365 | $285,121 | 12/31/2023 |
XLP | 3,958,365 | $285,121 | 12/31/2023 |
Truist Financial Corp | 3,930,011 | $283,079 | 12/31/2023 |
XLP | 3,930,011 | $283,079 | 12/31/2023 |
Ameriprise Financial Inc. | 3,844,386 | $275,869 | 12/31/2023 |
XLP | 3,844,386 | $275,869 | 12/31/2023 |
Wells Fargo & Company MN | $260,402 | 12/31/2023 | |
XLP | 3,787,190 | $272,791 | 12/31/2023 |
Put | 172,000 | $12,389 | 12/31/2023 |
UBS Group AG | $258,760 | 12/31/2023 | |
XLP | 3,398,384 | $244,786 | 12/31/2023 |
Call | 694,000 | $49,989 | 12/31/2023 |
Put | 500,000 | $36,015 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 3,558,105 | $256,289 | 12/31/2023 |
XLP | 3,558,105 | $256,289 | 12/31/2023 |
LPL Financial LLC | 3,334,591 | $240,191 | 12/31/2023 |
XLP | 3,334,591 | $240,191 | 12/31/2023 |
WestEnd Advisors LLC | 3,325,606 | $239,543 | 12/31/2023 |
XLP | 3,325,606 | $239,543 | 12/31/2023 |
Healthcare of Ontario Pension Plan Trust Fund | 3,200,000 | $230,496 | 12/31/2023 |
XLP | 3,200,000 | $230,496 | 12/31/2023 |
Raymond James & Associates | 2,856,260 | $218,104 | 03/31/2024 |
XLP | 2,856,260 | $218,104 | 03/31/2024 |
CIBC World Markets Inc. | 2,942,752 | $211,966 | 12/31/2023 |
XLP | 2,942,752 | $211,966 | 12/31/2023 |
Brevan Howard Capital Management LP | $190,857 | 12/31/2023 | |
Call | 2,601,000 | $187,350 | 12/31/2023 |
XLP | 48,694 | $3,507 | 12/31/2023 |
Squarepoint Ops LLC | $168,805 | 12/31/2023 | |
XLP | 2,150,627 | $154,910 | 12/31/2023 |
Call | 217,100 | $15,638 | 12/31/2023 |
Put | 24,200 | $1,743 | 12/31/2023 |
Barclays PLC | $158,962 | 12/31/2023 | |
XLP | 2,106,871 | $151,759 | 12/31/2023 |
Call | 100,000 | $7,203 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 2,043,800 | $147,215 | 12/31/2023 |
XLP | 2,043,800 | $147,215 | 12/31/2023 |
Bessemer Group Inc. | 1,418,227 | $102,155 | 12/31/2023 |
XLP | 1,418,227 | $102,155 | 12/31/2023 |
Royal Bank of Canada | $101,801 | 12/31/2023 | |
XLP | 1,413,322 | $101,801 | 12/31/2023 |
Put | 200,000 | $14,406 | 12/31/2023 |
Call | 200,000 | $14,406 | 12/31/2023 |
Citigroup Inc. | $101,039 | 12/31/2023 | |
XLP | 1,092,741 | $78,710 | 12/31/2023 |
Call | 310,000 | $22,329 | 12/31/2023 |
Menora Mivtachim Holdings LTD. | 1,270,842 | $91,539 | 12/31/2023 |
XLP | 1,270,842 | $91,539 | 12/31/2023 |
AGF Management Ltd. | 1,227,430 | $88,412 | 12/31/2023 |
XLP | 1,227,430 | $88,412 | 12/31/2023 |
CHURCHILL MANAGEMENT Corp | 1,148,926 | $87,732 | 03/31/2024 |
XLP | 1,148,926 | $87,732 | 03/31/2024 |
Rokos Capital Management LLP | $86,418 | 12/31/2023 | |
Call | 1,200,000 | $86,418 | 12/31/2023 |
BlackRock Inc. | 1,166,030 | $83,989 | 12/31/2023 |
XLP | 1,166,030 | $83,989 | 12/31/2023 |
Fisher Asset Management LLC | 1,014,418 | $73,069 | 12/31/2023 |
XLP | 1,014,418 | $73,069 | 12/31/2023 |
Victory Capital Management Inc. | 937,446 | $67,524 | 12/31/2023 |
XLP | 937,446 | $67,524 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 878,169 | $67,057 | 03/31/2024 |
XLP | 878,169 | $67,057 | 03/31/2024 |
Signature Estate & Investment Advisors LLC | 915,711 | $65,959 | 12/31/2023 |
XLP | 915,711 | $65,959 | 12/31/2023 |
BNP Paribas Arbitrage SA | $58,946 | 12/31/2023 | |
XLP | 948,015 | $68,267 | 12/31/2023 |
Put | 1,294 | $9,321 | 12/31/2023 |
Qube Research & Technologies Ltd | $58,120 | 12/31/2023 | |
XLP | 809,290 | $58,293 | 12/31/2023 |
Put | 2,900 | $209 | 12/31/2023 |
Call | 500 | $36 | 12/31/2023 |
Advisor Group Holdings Inc. | 791,656 | $57,035 | 12/31/2023 |
XLP | 791,656 | $57,035 | 12/31/2023 |
Grimes & Company Inc. | 657,010 | $50,169 | 03/31/2024 |
XLP | 657,010 | $50,169 | 03/31/2024 |
Conservest Capital Advisors Inc. | 668,788 | $48,173 | 12/31/2023 |
XLP | 668,788 | $48,173 | 12/31/2023 |
State Street Corp | 668,609 | $48,160 | 12/31/2023 |
XLP | 668,609 | $48,160 | 12/31/2023 |
Commonwealth Equity Services LLC | 647,412 | $46,633 | 12/31/2023 |
XLP | 647,412 | $46,633 | 12/31/2023 |
Green Harvest Asset Management LLC | 559,502 | $40,301 | 12/31/2023 |
XLP | 559,502 | $40,301 | 12/31/2023 |
Natixis | 552,142 | $39,771 | 12/31/2023 |
XLP | 552,142 | $39,771 | 12/31/2023 |
Capital Investment Advisors LLC | 513,923 | $39,243 | 03/31/2024 |
XLP | 513,923 | $39,243 | 03/31/2024 |
Stifel Financial Corp | 538,916 | $38,819 | 12/31/2023 |
XLP | 538,916 | $38,819 | 12/31/2023 |
HighTower Advisors LLC | 534,477 | $38,493 | 12/31/2023 |
XLP | 534,477 | $38,493 | 12/31/2023 |
Citadel Advisors LLC | $35,861 | 12/31/2023 | |
Put | 1,831,000 | $131,887 | 12/31/2023 |
Call | 1,396,900 | $100,619 | 12/31/2023 |
XLP | 931,953 | $67,129 | 12/31/2023 |
Swan Global Investments LLC | 493,416 | $35,541 | 12/31/2023 |
XLP | 493,416 | $35,541 | 12/31/2023 |
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management | 491,900 | $35,431 | 12/31/2023 |
XLP | 491,900 | $35,431 | 12/31/2023 |
EP Wealth Advisors LLC | 487,579 | $35,120 | 12/31/2023 |
XLP | 487,579 | $35,120 | 12/31/2023 |
Assetmark Inc. | 482,117 | $34,727 | 12/31/2023 |
XLP | 482,117 | $34,727 | 12/31/2023 |
TD Asset Management Inc. | 442,900 | $31,902 | 12/31/2023 |
XLP | 442,900 | $31,902 | 12/31/2023 |
Alps Advisors Inc. | 438,078 | $31,555 | 12/31/2023 |
XLP | 438,078 | $31,555 | 12/31/2023 |
Exchange Traded Concepts LLC | 410,358 | $31,335 | 03/31/2024 |
XLP | 410,358 | $31,335 | 03/31/2024 |
Cullen Capital Management LLC | 415,619 | $29,937 | 12/31/2023 |
XLP | 415,619 | $29,937 | 12/31/2023 |
Sumitomo Mitsui Financial Group Inc. | 407,063 | $29,321 | 12/31/2023 |
XLP | 407,063 | $29,321 | 12/31/2023 |
Greenwood Gearhart Inc. | 406,372 | $29,271 | 12/31/2023 |
XLP | 406,372 | $29,271 | 12/31/2023 |
Bouchey Financial Group Ltd | 376,137 | $28,722 | 03/31/2024 |
XLP | 376,137 | $28,722 | 03/31/2024 |
Trust Asset Management LLC | 397,575 | $28,637 | 12/31/2023 |
XLP | 397,575 | $28,637 | 12/31/2023 |
Cetera Advisor Networks LLC | 394,164 | $28,392 | 12/31/2023 |
XLP | 394,164 | $28,392 | 12/31/2023 |
Credit Suisse AG | 389,886 | $28,083 | 12/31/2023 |
XLP | 389,886 | $28,083 | 12/31/2023 |
Congress Wealth Management LLC DE | 367,627 | $28,072 | 03/31/2024 |
XLP | 367,627 | $28,072 | 03/31/2024 |
KCM Investment Advisors LLC | 382,775 | $27,571 | 12/31/2023 |
XLP | 382,775 | $27,571 | 12/31/2023 |
MML Investors Services LLC | 372,886 | $26,859 | 12/31/2023 |
XLP | 372,886 | $26,859 | 12/31/2023 |
Walleye Capital LLC | $26,107 | 12/31/2023 | |
Call | 367,500 | $26,471 | 12/31/2023 |
Put | 309,100 | $22,264 | 12/31/2023 |
XLP | 304,038 | $21,900 | 12/31/2023 |
Factory Mutual Insurance Co. | 336,700 | $25,710 | 03/31/2024 |
XLP | 336,700 | $25,710 | 03/31/2024 |
Thrivent Financial for Lutherans | 355,959 | $25,640 | 12/31/2023 |
XLP | 355,959 | $25,640 | 12/31/2023 |
Flaharty Asset Management LLC | 342,269 | $24,654 | 12/31/2023 |
XLP | 342,269 | $24,654 | 12/31/2023 |
Kingsview Wealth Management LLC | 313,100 | $22,553 | 12/31/2023 |
XLP | 313,100 | $22,553 | 12/31/2023 |
Prudential Financial Inc. | 311,111 | $22,409 | 12/31/2023 |
XLP | 311,111 | $22,409 | 12/31/2023 |
US Bancorp DE | 310,119 | $22,338 | 12/31/2023 |
XLP | 310,119 | $22,338 | 12/31/2023 |
1832 Asset Management L.P. | 305,557 | $22,009 | 12/31/2023 |
XLP | 305,557 | $22,009 | 12/31/2023 |
BW Gestao de Investimentos Ltda. | 298,885 | $21,529 | 12/31/2023 |
XLP | 298,885 | $21,529 | 12/31/2023 |
J.Safra Asset Management Corp | 291,893 | $21,025 | 12/31/2023 |
XLP | 291,893 | $21,025 | 12/31/2023 |
Tower Research Capital LLC TRC | 291,003 | $20,961 | 12/31/2023 |
XLP | 291,003 | $20,961 | 12/31/2023 |
Armstrong Advisory Group Inc. | 286,351 | $20,626 | 03/31/2024 |
XLP | 286,351 | $20,626 | 03/31/2024 |
ExodusPoint Capital Management LP | 283,095 | $20,391 | 12/31/2023 |
XLP | 283,095 | $20,391 | 12/31/2023 |
WFA Asset Management Corp | 262,269 | $20,027 | 03/31/2024 |
XLP | 262,269 | $20,027 | 03/31/2024 |
The PNC Financial Services Group Inc. | 272,909 | $19,658 | 12/31/2023 |
XLP | 272,909 | $19,658 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 257,058 | $19,629 | 03/31/2024 |
XLP | 257,058 | $19,629 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 257,220 | $18,528 | 12/31/2023 |
XLP | 257,220 | $18,528 | 12/31/2023 |
Cetera Investment Advisers | 256,255 | $18,458 | 12/31/2023 |
XLP | 256,255 | $18,458 | 12/31/2023 |
Advisory Alpha LLC | 241,833 | $17,419 | 12/31/2023 |
XLP | 241,833 | $17,419 | 12/31/2023 |
Global Endowment Management LP | 231,509 | $16,676 | 12/31/2023 |
XLP | 231,509 | $16,676 | 12/31/2023 |
Capital Advantage Inc. | 231,300 | $16,661 | 12/31/2023 |
XLP | 231,300 | $16,661 | 12/31/2023 |
Rockefeller Capital Management L.P. | 229,712 | $16,546 | 12/31/2023 |
XLP | 229,712 | $16,546 | 12/31/2023 |
Mariner LLC | 223,155 | $16,074 | 12/31/2023 |
XLP | 223,155 | $16,074 | 12/31/2023 |
Alaska Permanent Fund Corp | 204,918 | $15,648 | 03/31/2024 |
XLP | 204,918 | $15,648 | 03/31/2024 |
Jump Financial LLC | 213,087 | $15,349 | 12/31/2023 |
XLP | 213,087 | $15,349 | 12/31/2023 |
Private Advisor Group LLC | 212,517 | $15,307 | 12/31/2023 |
XLP | 212,517 | $15,307 | 12/31/2023 |
Bank of Montreal Can | 209,440 | $15,092 | 12/31/2023 |
XLP | 209,440 | $15,092 | 12/31/2023 |
WINTON GROUP Ltd | 198,342 | $14,287 | 12/31/2023 |
XLP | 198,342 | $14,287 | 12/31/2023 |
Millennium Management LLC | $14,230 | 12/31/2023 | |
Call | 411,800 | $29,662 | 12/31/2023 |
Put | 410,000 | $29,532 | 12/31/2023 |
XLP | 195,746 | $14,100 | 12/31/2023 |
RiverFront Investment Group LLC | 196,655 | $14,165 | 12/31/2023 |
XLP | 196,655 | $14,165 | 12/31/2023 |
Valence8 US LP | 192,519 | $13,867 | 12/31/2023 |
XLP | 192,519 | $13,867 | 12/31/2023 |
Miller Investment Management LP | 191,170 | $13,770 | 12/31/2023 |
XLP | 191,170 | $13,770 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 189,400 | $13,642 | 12/31/2023 |
XLP | 189,400 | $13,642 | 12/31/2023 |
Peapack Gladstone Financial Corp | 187,453 | $13,501 | 12/31/2023 |
XLP | 187,453 | $13,501 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 186,992 | $13,469 | 12/31/2023 |
XLP | 186,992 | $13,469 | 12/31/2023 |
MAI Capital Management | 186,148 | $13,408 | 12/31/2023 |
XLP | 186,148 | $13,408 | 12/31/2023 |
Charter Trust Co. | 171,409 | $13,089 | 03/31/2024 |
XLP | 171,409 | $13,089 | 03/31/2024 |
Equitable Holdings Inc. | 177,697 | $12,800 | 12/31/2023 |
XLP | 177,697 | $12,800 | 12/31/2023 |
Northern Trust Corp | 176,575 | $12,719 | 12/31/2023 |
XLP | 176,575 | $12,719 | 12/31/2023 |
CoreCap Advisors LLC | 174,531 | $12,571 | 12/31/2023 |
XLP | 174,531 | $12,571 | 12/31/2023 |
Full Sail Capital LLC | 173,073 | $12,466 | 12/31/2023 |
XLP | 173,073 | $12,466 | 12/31/2023 |
Clarity Financial LLC | 161,384 | $12,323 | 03/31/2024 |
XLP | 161,384 | $12,323 | 03/31/2024 |
Biltmore Wealth Management LLC | 171,056 | $12,321 | 12/31/2023 |
XLP | 171,056 | $12,321 | 12/31/2023 |
AE Wealth Management LLC | 168,929 | $12,269 | 12/31/2023 |
XLP | 168,929 | $12,269 | 12/31/2023 |
BCJ Capital Management LLC | 169,748 | $12,227 | 12/31/2023 |
XLP | 169,748 | $12,227 | 12/31/2023 |
Benchmark Investment Advisors LLC | 169,748 | $12,227 | 12/31/2023 |
XLP | 169,748 | $12,227 | 12/31/2023 |
Paloma Partners Management Co | $12,058 | 12/31/2023 | |
Call | 409,800 | $29,518 | 12/31/2023 |
Put | 242,400 | $17,460 | 12/31/2023 |
CI Private Wealth LLC | 167,341 | $12,054 | 12/31/2023 |
XLP | 167,341 | $12,054 | 12/31/2023 |
Salomon & Ludwin LLC | 171,193 | $11,797 | 12/31/2023 |
XLP | 171,193 | $11,797 | 12/31/2023 |
DAVENPORT & Co LLC | 163,491 | $11,776 | 12/31/2023 |
XLP | 163,491 | $11,776 | 12/31/2023 |
Gunma Bank Ltd. | 150,000 | $11,454 | 03/31/2024 |
XLP | 150,000 | $11,454 | 03/31/2024 |
Private Wealth Advisors LLC | 154,094 | $11,099 | 12/31/2023 |
XLP | 154,094 | $11,099 | 12/31/2023 |
Creative Planning | 152,651 | $10,995 | 12/31/2023 |
XLP | 152,651 | $10,995 | 12/31/2023 |
Walleye Trading LLC | $10,971 | 12/31/2023 | |
Call | 238,300 | $17,165 | 12/31/2023 |
Put | 88,300 | $6,360 | 12/31/2023 |
XLP | 2,308 | $166 | 12/31/2023 |
J.W. Cole Advisors Inc. | 147,543 | $10,628 | 12/31/2023 |
XLP | 147,543 | $10,628 | 12/31/2023 |
Makena Capital Management LLC | 144,250 | $10,390 | 12/31/2023 |
XLP | 144,250 | $10,390 | 12/31/2023 |
Spire Wealth Management | 132,263 | $10,100 | 03/31/2024 |
XLP | 132,263 | $10,100 | 03/31/2024 |
Park Avenue Securities LLC | 131,086 | $10,010 | 03/31/2024 |
XLP | 131,086 | $10,010 | 03/31/2024 |
Rothschild Capital Partners LLC | 138,500 | $9,976 | 12/31/2023 |
XLP | 138,500 | $9,976 | 12/31/2023 |
Estate Counselors LLC | 136,745 | $9,850 | 12/31/2023 |
XLP | 136,745 | $9,850 | 12/31/2023 |
Krilogy Financial LLC | 128,984 | $9,849 | 03/31/2024 |
XLP | 128,984 | $9,849 | 03/31/2024 |
Cornerstone Wealth Group LLC | 128,817 | $9,836 | 03/31/2024 |
XLP | 128,817 | $9,836 | 03/31/2024 |
Pacific Capital Wealth Advisors Inc. | 136,388 | $9,824 | 12/31/2023 |
XLP | 136,388 | $9,824 | 12/31/2023 |
Concurrent Investment Advisors LLC | 133,129 | $9,589 | 12/31/2023 |
XLP | 133,129 | $9,589 | 12/31/2023 |
Client First Capital LLC | 125,179 | $9,559 | 03/31/2024 |
XLP | 125,179 | $9,559 | 03/31/2024 |
Foundations Investment Advisors LLC | 127,685 | $9,501 | 12/31/2023 |
XLP | 127,685 | $9,501 | 12/31/2023 |
Maven Securities LTD | 131,576 | $9,477 | 12/31/2023 |
XLP | 131,576 | $9,477 | 12/31/2023 |
Evolution Wealth Advisors LLC | 123,123 | $9,402 | 03/31/2024 |
XLP | 123,123 | $9,402 | 03/31/2024 |
Atria Wealth Solutions Inc. | 128,703 | $9,270 | 12/31/2023 |
XLP | 128,703 | $9,270 | 12/31/2023 |
Kestra Advisory Services LLC | 128,402 | $9,249 | 12/31/2023 |
XLP | 128,402 | $9,249 | 12/31/2023 |
Orion Portfolio Solutions LLC | 127,468 | $9,247 | 12/31/2023 |
XLP | 127,468 | $9,247 | 12/31/2023 |
JNB Advisors LLC | 127,367 | $9,174 | 12/31/2023 |
XLP | 127,367 | $9,174 | 12/31/2023 |
IMZ Advisory Inc | 117,695 | $8,987 | 03/31/2024 |
XLP | 117,695 | $8,987 | 03/31/2024 |
Ayalon Holdings Ltd. | 117,360 | $8,962 | 03/31/2024 |
XLP | 117,360 | $8,962 | 03/31/2024 |
Sharper & Granite LLC | 119,643 | $8,893 | 03/31/2024 |
XLP | 119,643 | $8,893 | 03/31/2024 |
J. Goldman & Co LP | 122,888 | $8,852 | 12/31/2023 |
XLP | 122,888 | $8,852 | 12/31/2023 |
IFG Advisory LLC | 121,318 | $8,739 | 12/31/2023 |
XLP | 121,318 | $8,739 | 12/31/2023 |
Novare Capital Management LLC | 121,021 | $8,717 | 12/31/2023 |
XLP | 121,021 | $8,717 | 12/31/2023 |
TD Waterhouse Canada Inc. | 111,319 | $8,447 | 12/31/2023 |
XLP | 111,319 | $8,447 | 12/31/2023 |
GWM Advisors LLC | 116,674 | $8,424 | 12/31/2023 |
XLP | 116,674 | $8,424 | 12/31/2023 |
Cresset Asset Management LLC | 116,414 | $8,385 | 12/31/2023 |
XLP | 116,414 | $8,385 | 12/31/2023 |
Integrated Wealth Concepts LLC | 116,230 | $8,372 | 12/31/2023 |
XLP | 116,230 | $8,372 | 12/31/2023 |
IHT Wealth Management LLC | 114,452 | $8,244 | 12/31/2023 |
XLP | 114,452 | $8,244 | 12/31/2023 |
Alerus Financial NA | 113,977 | $8,210 | 12/31/2023 |
XLP | 113,977 | $8,210 | 12/31/2023 |
Jane Street Group LLC | 113,692 | $8,189 | 12/31/2023 |
XLP | 113,692 | $8,189 | 12/31/2023 |
Atria Investments LLC | 113,224 | $8,155 | 12/31/2023 |
XLP | 113,224 | $8,155 | 12/31/2023 |
Avantax Advisory Services Inc. | 112,974 | $8,138 | 12/31/2023 |
XLP | 112,974 | $8,138 | 12/31/2023 |
First Merchants Corp | 102,778 | $7,848 | 03/31/2024 |
XLP | 102,778 | $7,848 | 03/31/2024 |
Spinnaker Trust | 108,276 | $7,799 | 12/31/2023 |
XLP | 108,276 | $7,799 | 12/31/2023 |
OLD National Bancorp IN | 100,634 | $7,684 | 03/31/2024 |
XLP | 100,634 | $7,684 | 03/31/2024 |
SG Americas Securities LLC | 106,423 | $7,666 | 12/31/2023 |
XLP | 106,423 | $7,666 | 12/31/2023 |
Summit Trail Advisors LLC | 98,433 | $7,516 | 03/31/2024 |
XLP | 98,433 | $7,516 | 03/31/2024 |
Cetera Advisors LLC | 103,878 | $7,482 | 12/31/2023 |
XLP | 103,878 | $7,482 | 12/31/2023 |
Fifth Third Securities Inc. | 97,966 | $7,481 | 03/31/2024 |
XLP | 97,966 | $7,481 | 03/31/2024 |
Kwmg LLC | 93,768 | $7,160 | 03/31/2024 |
XLP | 93,768 | $7,160 | 03/31/2024 |
United Asset Strategies Inc. | 92,994 | $7,101 | 03/31/2024 |
XLP | 92,994 | $7,101 | 03/31/2024 |
Mirabella Financial Services LLP | 98,442 | $7,091 | 12/31/2023 |
XLP | 98,442 | $7,091 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 92,389 | $7,055 | 03/31/2024 |
XLP | 92,389 | $7,055 | 03/31/2024 |
Ferguson Wellman Capital Management Inc. | 91,446 | $6,983 | 03/31/2024 |
XLP | 91,446 | $6,983 | 03/31/2024 |
Ironwood Wealth Management Inc. | 94,018 | $6,970 | 03/31/2024 |
XLP | 94,018 | $6,970 | 03/31/2024 |
First Interstate Bank | 93,467 | $6,732 | 12/31/2023 |
XLP | 93,467 | $6,732 | 12/31/2023 |
Madison Park Capital Advisors LLC | 87,704 | $6,697 | 03/31/2024 |
XLP | 87,704 | $6,697 | 03/31/2024 |
Stillwater Capital Advisors LLC | 86,849 | $6,632 | 03/31/2024 |
XLP | 86,849 | $6,632 | 03/31/2024 |
Circle Wealth Management LLC | 88,831 | $6,399 | 12/31/2023 |
XLP | 88,831 | $6,399 | 12/31/2023 |
Davidson Kempner Capital Management LP | 86,541 | $6,234 | 12/31/2023 |
XLP | 86,541 | $6,234 | 12/31/2023 |
Pictet North America Advisors SA | 86,029 | $6,197 | 12/31/2023 |
XLP | 86,029 | $6,197 | 12/31/2023 |
Howard Capital Management Group LLC | 78,087 | $5,963 | 03/31/2024 |
XLP | 78,087 | $5,963 | 03/31/2024 |
Money Concepts Capital Corp | 81,651 | $5,882 | 12/31/2023 |
XLP | 81,651 | $5,882 | 12/31/2023 |
Harrell Investment Partners LLC | 81,505 | $5,871 | 12/31/2023 |
XLP | 81,505 | $5,871 | 12/31/2023 |
Great Lakes Advisors LLC | 78,727 | $5,671 | 12/31/2023 |
XLP | 78,727 | $5,671 | 12/31/2023 |
National Asset Management Inc. | 75,917 | $5,468 | 12/31/2023 |
XLP | 75,917 | $5,468 | 12/31/2023 |
German American Bancorp Inc. | 75,704 | $5,453 | 12/31/2023 |
XLP | 75,704 | $5,453 | 12/31/2023 |
Innealta Capital LLC | 74,351 | $5,356 | 12/31/2023 |
XLP | 74,351 | $5,356 | 12/31/2023 |
Advisory Services Network LLC | 73,958 | $5,327 | 12/31/2023 |
XLP | 73,958 | $5,327 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 67,840 | $5,180 | 03/31/2024 |
XLP | 67,840 | $5,180 | 03/31/2024 |
Amarillo National Bank | 67,557 | $5,159 | 03/31/2024 |
XLP | 67,557 | $5,159 | 03/31/2024 |
Banco Bilbao Vizcaya Argentaria S.A. | 71,079 | $5,103 | 12/31/2023 |
XLP | 71,079 | $5,103 | 12/31/2023 |
GeoWealth Management LLC | 70,470 | $5,077 | 12/31/2023 |
XLP | 70,470 | $5,077 | 12/31/2023 |
Comerica Bank | 70,464 | $5,076 | 12/31/2023 |
XLP | 70,464 | $5,076 | 12/31/2023 |
Trilogy Capital Inc. | 66,081 | $5,046 | 03/31/2024 |
XLP | 66,081 | $5,046 | 03/31/2024 |
Winthrop Capital Management LLC | 68,919 | $4,964 | 12/31/2023 |
XLP | 68,919 | $4,964 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 64,747 | $4,944 | 03/31/2024 |
XLP | 64,747 | $4,944 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 68,198 | $4,912 | 12/31/2023 |
XLP | 68,198 | $4,912 | 12/31/2023 |
Northstar Advisory Group LLC | 68,200 | $4,912 | 12/31/2023 |
XLP | 68,200 | $4,912 | 12/31/2023 |
Brave Asset Management Inc. | 68,025 | $4,900 | 12/31/2023 |
XLP | 68,025 | $4,900 | 12/31/2023 |
Twin Tree Management LP | 67,433 | $4,857 | 12/31/2023 |
XLP | 67,433 | $4,857 | 12/31/2023 |
Fifth Third Bancorp | 62,767 | $4,793 | 03/31/2024 |
XLP | 62,767 | $4,793 | 03/31/2024 |
Focus Financial Network Inc. ADV | 66,501 | $4,790 | 12/31/2023 |
XLP | 66,501 | $4,790 | 12/31/2023 |
H&H Retirement Design & Management INC | 63,442 | $4,768 | 03/31/2024 |
XLP | 63,442 | $4,768 | 03/31/2024 |
LifePlan Financial LLC | 65,863 | $4,744 | 12/31/2023 |
XLP | 65,863 | $4,744 | 12/31/2023 |
Callan Capital LLC | 63,662 | $4,586 | 12/31/2023 |
XLP | 63,662 | $4,586 | 12/31/2023 |
Premier Path Wealth Partners LLC | 60,024 | $4,583 | 03/31/2024 |
XLP | 60,024 | $4,583 | 03/31/2024 |
Interactive Financial Advisors | 62,427 | $4,497 | 12/31/2023 |
XLP | 62,427 | $4,497 | 12/31/2023 |
Privium Fund Management UK Ltd | 61,539 | $4,483 | 12/31/2023 |
XLP | 61,539 | $4,483 | 12/31/2023 |
Rooted Wealth Advisors Inc. | 59,449 | $4,480 | 03/31/2024 |
XLP | 59,449 | $4,480 | 03/31/2024 |
Destination Wealth Management | 62,185 | $4,479 | 12/31/2023 |
XLP | 62,185 | $4,479 | 12/31/2023 |
TrinityPoint Wealth LLC | 61,912 | $4,460 | 12/31/2023 |
XLP | 61,912 | $4,460 | 12/31/2023 |
WBH Advisory Inc. | 58,400 | $4,459 | 03/31/2024 |
XLP | 58,400 | $4,459 | 03/31/2024 |
AlphaMark Advisors LLC | 58,283 | $4,450 | 03/31/2024 |
XLP | 58,283 | $4,450 | 03/31/2024 |
Vickerman Investment Advisors Inc. | 61,651 | $4,441 | 12/31/2023 |
XLP | 61,651 | $4,441 | 12/31/2023 |
Cerity Partners LLC | 61,149 | $4,404 | 12/31/2023 |
XLP | 61,149 | $4,404 | 12/31/2023 |
Beaumont Capital Management LLC | 61,127 | $4,403 | 12/31/2023 |
XLP | 61,127 | $4,403 | 12/31/2023 |
InterOcean Capital Group LLC | 61,092 | $4,400 | 12/31/2023 |
XLP | 61,092 | $4,400 | 12/31/2023 |
Transcend Wealth Collective LLC | 61,065 | $4,399 | 12/31/2023 |
XLP | 61,065 | $4,399 | 12/31/2023 |
Eqis Capital Management Inc. | 60,487 | $4,357 | 12/31/2023 |
XLP | 60,487 | $4,357 | 12/31/2023 |
Fortis Capital Management LLC | 60,000 | $4,322 | 12/31/2023 |
XLP | 60,000 | $4,322 | 12/31/2023 |
Dakota Wealth Management | 55,461 | $4,235 | 03/31/2024 |
XLP | 55,461 | $4,235 | 03/31/2024 |
FCA Corp TX | 58,696 | $4,228 | 12/31/2023 |
XLP | 58,696 | $4,228 | 12/31/2023 |
Measured Wealth Private Client Group LLC | 54,664 | $4,174 | 03/31/2024 |
XLP | 54,664 | $4,174 | 03/31/2024 |
Pathstone Holdings LLC | 57,916 | $4,172 | 12/31/2023 |
XLP | 57,916 | $4,172 | 12/31/2023 |
Martin & Co. Inc. TN | 57,628 | $4,151 | 12/31/2023 |
XLP | 57,628 | $4,151 | 12/31/2023 |
Simplicity Wealth LLC | 53,830 | $4,110 | 03/31/2024 |
XLP | 53,830 | $4,110 | 03/31/2024 |
Focus Financial Network Inc. | 55,383 | $4,083 | 03/31/2024 |
XLP | 55,383 | $4,083 | 03/31/2024 |
Lido Advisors LLC | 56,535 | $4,072 | 12/31/2023 |
XLP | 56,535 | $4,072 | 12/31/2023 |
WT Wealth Management | 56,453 | $4,066 | 12/31/2023 |
XLP | 56,453 | $4,066 | 12/31/2023 |
Associated Banc Corp | 56,037 | $4,036 | 12/31/2023 |
XLP | 56,037 | $4,036 | 12/31/2023 |
Concentric Capital Strategies LP | 55,985 | $4,033 | 12/31/2023 |
XLP | 55,985 | $4,033 | 12/31/2023 |
Asset Advisors Investment Management LLC | 55,402 | $3,991 | 12/31/2023 |
XLP | 55,402 | $3,991 | 12/31/2023 |
Astor Investment Management LLC | 54,106 | $3,897 | 12/31/2023 |
XLP | 54,106 | $3,897 | 12/31/2023 |
Stratos Wealth Advisors LLC | 50,535 | $3,859 | 03/31/2024 |
XLP | 50,535 | $3,859 | 03/31/2024 |
Hudson Valley Investment Advisors Inc. ADV | 50,268 | $3,838 | 03/31/2024 |
XLP | 50,268 | $3,838 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 52,392 | $3,774 | 12/31/2023 |
XLP | 52,392 | $3,774 | 12/31/2023 |
Mmbg Investment Advisors CO. | 51,257 | $3,692 | 12/31/2023 |
XLP | 51,257 | $3,692 | 12/31/2023 |
Stockman Wealth Management Inc. | 48,261 | $3,685 | 03/31/2024 |
XLP | 48,261 | $3,685 | 03/31/2024 |
McKinley Carter Wealth Services Inc. | 50,162 | $3,613 | 12/31/2023 |
XLP | 50,162 | $3,613 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 49,767 | $3,585 | 12/31/2023 |
XLP | 49,767 | $3,585 | 12/31/2023 |
Apexium Financial LP | 46,085 | $3,519 | 03/31/2024 |
XLP | 46,085 | $3,519 | 03/31/2024 |
Simmons Bank | 48,479 | $3,492 | 12/31/2023 |
XLP | 48,479 | $3,492 | 12/31/2023 |
Pallas Capital Advisors LLC | 45,409 | $3,467 | 03/31/2024 |
XLP | 45,409 | $3,467 | 03/31/2024 |
Sabal Trust CO | 47,719 | $3,437 | 12/31/2023 |
XLP | 47,719 | $3,437 | 12/31/2023 |
PEAK6 Investments LLC | $3,393 | 12/31/2023 | |
Call | 90,600 | $6,526 | 12/31/2023 |
Put | 43,500 | $3,133 | 12/31/2023 |
Axxcess Wealth Management LLC | 46,949 | $3,382 | 12/31/2023 |
XLP | 46,949 | $3,382 | 12/31/2023 |
Mutual Advisors LLC | 46,494 | $3,349 | 12/31/2023 |
XLP | 46,494 | $3,349 | 12/31/2023 |
M&T Bank Corp | 45,602 | $3,284 | 12/31/2023 |
XLP | 45,602 | $3,284 | 12/31/2023 |
Courier Capital LLC | 42,992 | $3,283 | 03/31/2024 |
XLP | 42,992 | $3,283 | 03/31/2024 |
Captrust Financial Advisors | 45,410 | $3,271 | 12/31/2023 |
XLP | 45,410 | $3,271 | 12/31/2023 |
Van Hulzen Asset Management LLC | 45,316 | $3,264 | 12/31/2023 |
XLP | 45,316 | $3,264 | 12/31/2023 |
Asset Allocation Strategies LLC | 44,950 | $3,238 | 12/31/2023 |
XLP | 44,950 | $3,238 | 12/31/2023 |
Ellis Investment Partners LLC | 42,383 | $3,236 | 03/31/2024 |
XLP | 42,383 | $3,236 | 03/31/2024 |
FIL Ltd | 44,751 | $3,223 | 12/31/2023 |
XLP | 44,751 | $3,223 | 12/31/2023 |
Twin Focus Capital Partners LLC | 44,691 | $3,219 | 12/31/2023 |
XLP | 44,691 | $3,219 | 12/31/2023 |
Elevated Capital Advisors LLC | 42,065 | $3,212 | 03/31/2024 |
XLP | 42,065 | $3,212 | 03/31/2024 |
Capstone Wealth Management Group LLC | 42,050 | $3,211 | 03/31/2024 |
XLP | 42,050 | $3,211 | 03/31/2024 |
Man Group plc | 44,560 | $3,210 | 12/31/2023 |
XLP | 44,560 | $3,210 | 12/31/2023 |
Providence First Trust Co | 44,452 | $3,202 | 12/31/2023 |
XLP | 44,452 | $3,202 | 12/31/2023 |
Mairs & Power Inc. | 44,420 | $3,200 | 12/31/2023 |
XLP | 44,420 | $3,200 | 12/31/2023 |
Zurich Insurance Group Ltd FI | 43,931 | $3,198 | 12/31/2023 |
XLP | 43,931 | $3,198 | 12/31/2023 |
FMR LLC | 44,089 | $3,176 | 12/31/2023 |
XLP | 44,089 | $3,176 | 12/31/2023 |
Lake Hills Wealth Management LLC | 41,530 | $3,171 | 03/31/2024 |
XLP | 41,530 | $3,171 | 03/31/2024 |
Synovus Financial Corp | 43,792 | $3,154 | 12/31/2023 |
XLP | 43,792 | $3,154 | 12/31/2023 |
Chemung Canal Trust Co. | 41,216 | $3,147 | 03/31/2024 |
XLP | 41,216 | $3,147 | 03/31/2024 |
Toth Financial Advisory Corp | 41,198 | $3,146 | 03/31/2024 |
XLP | 41,198 | $3,146 | 03/31/2024 |
Yelin Lapidot Holdings Management Ltd. | 43,611 | $3,141 | 12/31/2023 |
XLP | 43,611 | $3,141 | 12/31/2023 |
UNIVEST FINANCIAL Corp | 43,494 | $3,133 | 12/31/2023 |
XLP | 43,494 | $3,133 | 12/31/2023 |
Symmetry Investments LP | 43,400 | $3,126 | 12/31/2023 |
XLP | 43,400 | $3,126 | 12/31/2023 |
ASB Consultores LLC | 42,988 | $3,096 | 12/31/2023 |
XLP | 42,988 | $3,096 | 12/31/2023 |
CWM LLC | 40,009 | $3,055 | 03/31/2024 |
XLP | 40,009 | $3,055 | 03/31/2024 |
Berger Financial Group Inc | 39,913 | $3,048 | 03/31/2024 |
XLP | 39,913 | $3,048 | 03/31/2024 |
Retirement Planning Group | 39,845 | $3,043 | 03/31/2024 |
XLP | 39,845 | $3,043 | 03/31/2024 |
PCG Wealth Advisors LLC | 39,045 | $2,982 | 03/31/2024 |
XLP | 39,045 | $2,982 | 03/31/2024 |
Delos Wealth Advisors LLC | 41,078 | $2,959 | 12/31/2023 |
XLP | 41,078 | $2,959 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 38,741 | $2,958 | 03/31/2024 |
XLP | 38,741 | $2,958 | 03/31/2024 |
First Financial Bank Trust Division | 38,499 | $2,940 | 03/31/2024 |
XLP | 38,499 | $2,940 | 03/31/2024 |
Penserra Capital Management LLC | 40,470 | $2,915 | 12/31/2023 |
XLP | 40,470 | $2,915 | 12/31/2023 |
Founders Financial Securities LLC | 37,982 | $2,900 | 03/31/2024 |
XLP | 37,982 | $2,900 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 40,170 | $2,893 | 12/31/2023 |
XLP | 40,170 | $2,893 | 12/31/2023 |
Main Street Financial Solutions LLC | 37,439 | $2,859 | 03/31/2024 |
XLP | 37,439 | $2,859 | 03/31/2024 |
Private Wealth Group LLC | 37,211 | $2,841 | 03/31/2024 |
XLP | 37,211 | $2,841 | 03/31/2024 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 39,429 | $2,840 | 12/31/2023 |
XLP | 39,429 | $2,840 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 38,935 | $2,804 | 12/31/2023 |
XLP | 38,935 | $2,804 | 12/31/2023 |
FSC Wealth Advisors LLC | 35,606 | $2,719 | 03/31/2024 |
XLP | 35,606 | $2,719 | 03/31/2024 |
MV Capital Management Inc. | 35,460 | $2,708 | 03/31/2024 |
XLP | 35,460 | $2,708 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 37,505 | $2,701 | 12/31/2023 |
XLP | 37,505 | $2,701 | 12/31/2023 |
Financial Counselors Inc. | 37,028 | $2,667 | 12/31/2023 |
XLP | 37,028 | $2,667 | 12/31/2023 |
Ledyard National Bank | 36,266 | $2,612 | 12/31/2023 |
XLP | 36,266 | $2,612 | 12/31/2023 |
Regal Investment Advisors LLC | 36,182 | $2,606 | 12/31/2023 |
XLP | 36,182 | $2,606 | 12/31/2023 |
Richard W. Paul & Associates LLC | 36,116 | $2,601 | 12/31/2023 |
XLP | 36,116 | $2,601 | 12/31/2023 |
Tritonpoint Wealth LLC | 33,924 | $2,590 | 03/31/2024 |
XLP | 33,924 | $2,590 | 03/31/2024 |
Sigma Planning Corp | 35,653 | $2,568 | 12/31/2023 |
XLP | 35,653 | $2,568 | 12/31/2023 |
Darwin Advisors LLC | 35,467 | $2,555 | 12/31/2023 |
XLP | 35,467 | $2,555 | 12/31/2023 |
Manchester Capital Management LLC | 35,170 | $2,533 | 12/31/2023 |
XLP | 35,170 | $2,533 | 12/31/2023 |
TIAA Trust National Association | 35,113 | $2,529 | 12/31/2023 |
XLP | 35,113 | $2,529 | 12/31/2023 |
Lodge Hill Capital LLC | 35,000 | $2,521 | 12/31/2023 |
XLP | 35,000 | $2,521 | 12/31/2023 |
Baird Financial Group Inc. | 34,980 | $2,520 | 12/31/2023 |
XLP | 34,980 | $2,520 | 12/31/2023 |
Financial Advocates Investment Management | 34,981 | $2,520 | 12/31/2023 |
XLP | 34,981 | $2,520 | 12/31/2023 |
Stephens Inc. AR | 34,917 | $2,515 | 12/31/2023 |
XLP | 34,917 | $2,515 | 12/31/2023 |
Hilltop Holdings Inc. | 34,857 | $2,511 | 12/31/2023 |
XLP | 34,857 | $2,511 | 12/31/2023 |
Retirement Guys Formula LLC | 32,614 | $2,490 | 03/31/2024 |
XLP | 32,614 | $2,490 | 03/31/2024 |
Allred Capital Management LLC | 32,583 | $2,488 | 03/31/2024 |
XLP | 32,583 | $2,488 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 34,503 | $2,485 | 12/31/2023 |
XLP | 34,503 | $2,485 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 34,394 | $2,477 | 12/31/2023 |
XLP | 34,394 | $2,477 | 12/31/2023 |
Vectors Research Management LLC | 33,878 | $2,440 | 12/31/2023 |
XLP | 33,878 | $2,440 | 12/31/2023 |
Verus Capital Partners LLC | 33,848 | $2,438 | 12/31/2023 |
XLP | 33,848 | $2,438 | 12/31/2023 |
Cedar Mountain Advisors LLC | 31,644 | $2,416 | 03/31/2024 |
XLP | 31,644 | $2,416 | 03/31/2024 |
Bfsg LLC | 31,586 | $2,412 | 03/31/2024 |
XLP | 31,586 | $2,412 | 03/31/2024 |
Franklin Resources Inc. | 33,473 | $2,411 | 12/31/2023 |
XLP | 33,473 | $2,411 | 12/31/2023 |
Butensky & Cohen Financial Security Inc. | 31,483 | $2,404 | 03/31/2024 |
XLP | 31,483 | $2,404 | 03/31/2024 |
Primoris Wealth Advisors LLC | 33,339 | $2,401 | 12/31/2023 |
XLP | 33,339 | $2,401 | 12/31/2023 |
FDx Advisors Inc. | 33,229 | $2,393 | 12/31/2023 |
XLP | 33,229 | $2,393 | 12/31/2023 |
Schwarz Dygos Wheeler Investment Advisors LLC | 33,173 | $2,390 | 12/31/2023 |
XLP | 33,173 | $2,390 | 12/31/2023 |
AMG National Trust Bank | 33,148 | $2,388 | 12/31/2023 |
XLP | 33,148 | $2,388 | 12/31/2023 |
Apollon Financial LLC | 32,782 | $2,361 | 12/31/2023 |
XLP | 32,782 | $2,361 | 12/31/2023 |
Acima Private Wealth LLC | 32,625 | $2,350 | 12/31/2023 |
XLP | 32,625 | $2,350 | 12/31/2023 |
WP Advisors LLC | 32,442 | $2,337 | 12/31/2023 |
XLP | 32,442 | $2,337 | 12/31/2023 |
Diversified LLC | 32,440 | $2,337 | 12/31/2023 |
XLP | 32,440 | $2,337 | 12/31/2023 |
Sowell Financial Services LLC | 32,212 | $2,320 | 12/31/2023 |
XLP | 32,212 | $2,320 | 12/31/2023 |
Girard Partners LTD. | 32,198 | $2,319 | 12/31/2023 |
XLP | 32,198 | $2,319 | 12/31/2023 |
Clear Creek Financial Management LLC | 31,768 | $2,288 | 12/31/2023 |
XLP | 31,768 | $2,288 | 12/31/2023 |
Sepio Capital LP | 31,665 | $2,281 | 12/31/2023 |
XLP | 31,665 | $2,281 | 12/31/2023 |
Trust Co | 29,704 | $2,268 | 03/31/2024 |
XLP | 29,704 | $2,268 | 03/31/2024 |
Planning Directions Inc. | 31,299 | $2,254 | 12/31/2023 |
XLP | 31,299 | $2,254 | 12/31/2023 |
Crew Capital Management Ltd. | 31,296 | $2,254 | 12/31/2023 |
XLP | 31,296 | $2,254 | 12/31/2023 |
Granite Harbor Advisors Inc. | 30,811 | $2,219 | 12/31/2023 |
XLP | 30,811 | $2,219 | 12/31/2023 |
Pettinga Financial Advisors LLC | 28,743 | $2,195 | 03/31/2024 |
XLP | 28,743 | $2,195 | 03/31/2024 |
Trust Co. of Virginia VA | 28,559 | $2,181 | 03/31/2024 |
XLP | 28,559 | $2,181 | 03/31/2024 |
Ionic Capital Management LLC | $2,161 | 12/31/2023 | |
Call | 130,000 | $9,364 | 12/31/2023 |
Put | 100,000 | $7,203 | 12/31/2023 |
Laurel Wealth Advisors LLC | 29,855 | $2,150 | 12/31/2023 |
XLP | 29,855 | $2,150 | 12/31/2023 |
III Capital Management | 29,801 | $2,147 | 12/31/2023 |
XLP | 29,801 | $2,147 | 12/31/2023 |
Beaumont Financial Advisors LLC | 29,669 | $2,137 | 12/31/2023 |
XLP | 29,669 | $2,137 | 12/31/2023 |
Peterson Wealth Management | 29,238 | $2,106 | 12/31/2023 |
XLP | 29,238 | $2,106 | 12/31/2023 |
First Trust Investment Solutions L.P. | 29,084 | $2,095 | 12/31/2023 |
XLP | 29,084 | $2,095 | 12/31/2023 |
Busey Wealth Management | 27,332 | $2,087 | 03/31/2024 |
XLP | 27,332 | $2,087 | 03/31/2024 |
Mount Yale Investment Advisors LLC | 28,905 | $2,082 | 12/31/2023 |
XLP | 28,905 | $2,082 | 12/31/2023 |
Glenmede Trust Co. NA | 28,536 | $2,055 | 12/31/2023 |
XLP | 28,536 | $2,055 | 12/31/2023 |
Legacy Advisors LLC | 28,491 | $2,052 | 12/31/2023 |
XLP | 28,491 | $2,052 | 12/31/2023 |
Treynor Bancshares Inc. | 28,149 | $2,028 | 12/31/2023 |
XLP | 28,149 | $2,028 | 12/31/2023 |
Horizon Investments LLC | 27,939 | $2,012 | 12/31/2023 |
XLP | 27,939 | $2,012 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 27,918 | $2,011 | 12/31/2023 |
XLP | 27,918 | $2,011 | 12/31/2023 |
Ignite Planners LLC | 26,507 | $2,008 | 03/31/2024 |
XLP | 26,507 | $2,008 | 03/31/2024 |
Keybank National Association OH | 27,697 | $1,995 | 12/31/2023 |
XLP | 27,697 | $1,995 | 12/31/2023 |
CX Institutional | 25,991 | $1,985 | 03/31/2024 |
XLP | 25,991 | $1,985 | 03/31/2024 |
PFG Investments LLC | 25,475 | $1,945 | 03/31/2024 |
XLP | 25,475 | $1,945 | 03/31/2024 |
Banque Pictet & Cie SA | 26,960 | $1,942 | 12/31/2023 |
XLP | 26,960 | $1,942 | 12/31/2023 |
Brookstone Capital Management | 25,399 | $1,939 | 03/31/2024 |
XLP | 25,399 | $1,939 | 03/31/2024 |
Strategic Advisors LLC | 24,720 | $1,888 | 03/31/2024 |
XLP | 24,720 | $1,888 | 03/31/2024 |
AFG Fiduciary Services Limited Partnership | 25,183 | $1,878 | 03/31/2024 |
XLP | 25,183 | $1,878 | 03/31/2024 |
Western Wealth Management LLC | 25,930 | $1,868 | 12/31/2023 |
XLP | 25,930 | $1,868 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 25,921 | $1,867 | 12/31/2023 |
XLP | 25,921 | $1,867 | 12/31/2023 |
Venturi Wealth Management LLC | 24,351 | $1,859 | 03/31/2024 |
XLP | 24,351 | $1,859 | 03/31/2024 |
Evercore Wealth Management LLC | 25,716 | $1,852 | 12/31/2023 |
XLP | 25,716 | $1,852 | 12/31/2023 |
Coastal Investment Advisors Inc. | 24,111 | $1,841 | 03/31/2024 |
XLP | 24,111 | $1,841 | 03/31/2024 |
Signature Securities Group Corporation | 23,494 | $1,794 | 03/31/2024 |
XLP | 23,494 | $1,794 | 03/31/2024 |
Harbour Investments Inc. | 24,733 | $1,782 | 12/31/2023 |
XLP | 24,733 | $1,782 | 12/31/2023 |
WBI Investments | 24,482 | $1,763 | 12/31/2023 |
XLP | 24,482 | $1,763 | 12/31/2023 |
JSF Financial LLC | 24,432 | $1,760 | 12/31/2023 |
XLP | 24,432 | $1,760 | 12/31/2023 |
Affiance Financial LLC | 22,919 | $1,750 | 03/31/2024 |
XLP | 22,919 | $1,750 | 03/31/2024 |
Castleview Partners LLC | 24,139 | $1,739 | 12/31/2023 |
XLP | 24,139 | $1,739 | 12/31/2023 |
Nelson Roberts Investment Advisors LLC | 23,820 | $1,716 | 12/31/2023 |
XLP | 23,820 | $1,716 | 12/31/2023 |
Summit Financial LLC | 22,427 | $1,713 | 03/31/2024 |
XLP | 22,427 | $1,713 | 03/31/2024 |
Magnolia Capital Management Ltd. | 22,260 | $1,700 | 03/31/2024 |
XLP | 22,260 | $1,700 | 03/31/2024 |
Rainsberger Wealth Advisors Inc. | 23,585 | $1,699 | 12/31/2023 |
XLP | 23,585 | $1,699 | 12/31/2023 |
Arkadios Wealth Advisors | 23,420 | $1,687 | 12/31/2023 |
XLP | 23,420 | $1,687 | 12/31/2023 |
Stratos Wealth Partners LTD. | 22,062 | $1,685 | 03/31/2024 |
XLP | 22,062 | $1,685 | 03/31/2024 |
Sage Capital Advisors llc | 21,830 | $1,667 | 03/31/2024 |
XLP | 21,830 | $1,667 | 03/31/2024 |
Spreng Capital Management Inc. | 23,095 | $1,663 | 12/31/2023 |
XLP | 23,095 | $1,663 | 12/31/2023 |
Ameritas Advisory Services LLC | 22,857 | $1,653 | 12/31/2023 |
XLP | 22,857 | $1,653 | 12/31/2023 |
Centaurus Financial Inc. | 22,680 | $1,634 | 12/31/2023 |
XLP | 22,680 | $1,634 | 12/31/2023 |
Kestra Private Wealth Services LLC | 22,676 | $1,633 | 12/31/2023 |
XLP | 22,676 | $1,633 | 12/31/2023 |
CENTRAL TRUST Co | 21,321 | $1,628 | 03/31/2024 |
XLP | 21,321 | $1,628 | 03/31/2024 |
Verition Fund Management LLC | 22,500 | $1,621 | 12/31/2023 |
XLP | 22,500 | $1,621 | 12/31/2023 |
Meitav Dash Investments Ltd. | 22,363 | $1,609 | 12/31/2023 |
XLP | 22,363 | $1,609 | 12/31/2023 |
Massachusetts Wealth Management | 21,040 | $1,607 | 03/31/2024 |
XLP | 21,040 | $1,607 | 03/31/2024 |
First Horizon Advisors Inc. | 22,284 | $1,605 | 12/31/2023 |
XLP | 22,284 | $1,605 | 12/31/2023 |
Shepherd Financial Partners LLC | 20,948 | $1,600 | 03/31/2024 |
XLP | 20,948 | $1,600 | 03/31/2024 |
PFG Advisors | 22,177 | $1,597 | 12/31/2023 |
XLP | 22,177 | $1,597 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 22,136 | $1,594 | 12/31/2023 |
XLP | 22,136 | $1,594 | 12/31/2023 |
Hanseatic Management Services Inc. | 22,058 | $1,589 | 12/31/2023 |
XLP | 22,058 | $1,589 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 21,893 | $1,577 | 12/31/2023 |
XLP | 21,893 | $1,577 | 12/31/2023 |
Navis Wealth Advisors LLC | 21,898 | $1,577 | 12/31/2023 |
XLP | 21,898 | $1,577 | 12/31/2023 |
Cooksen Wealth LLC | 20,523 | $1,567 | 03/31/2024 |
XLP | 20,523 | $1,567 | 03/31/2024 |
Vaughan David Investments LLC IL | 21,716 | $1,564 | 12/31/2023 |
XLP | 21,716 | $1,564 | 12/31/2023 |
Zullo Investment Group Inc. | 20,422 | $1,559 | 03/31/2024 |
XLP | 20,422 | $1,559 | 03/31/2024 |
Prudential PLC | 21,615 | $1,557 | 12/31/2023 |
XLP | 21,615 | $1,557 | 12/31/2023 |
Farmers & Merchants Trust Co of Chambersburg PA | 21,614 | $1,557 | 12/31/2023 |
XLP | 21,614 | $1,557 | 12/31/2023 |
Steel Peak Wealth Management LLC | 20,330 | $1,552 | 03/31/2024 |
XLP | 20,330 | $1,552 | 03/31/2024 |
Scotia Capital Inc. | 21,509 | $1,549 | 12/31/2023 |
XLP | 21,509 | $1,549 | 12/31/2023 |
Elwood & Goetz Wealth Advisory Group LLC | 20,269 | $1,548 | 03/31/2024 |
XLP | 20,269 | $1,548 | 03/31/2024 |
Colonial River Wealth Management LLC | 21,429 | $1,544 | 12/31/2023 |
XLP | 21,429 | $1,544 | 12/31/2023 |
Bray Capital Advisors | 21,243 | $1,530 | 12/31/2023 |
XLP | 21,243 | $1,530 | 12/31/2023 |
Chesapeake Wealth Management | 21,089 | $1,519 | 12/31/2023 |
XLP | 21,089 | $1,519 | 12/31/2023 |
OLD Second National Bank of Aurora | 21,039 | $1,515 | 12/31/2023 |
XLP | 21,039 | $1,515 | 12/31/2023 |
Beacon Pointe Advisors LLC | 20,980 | $1,511 | 12/31/2023 |
XLP | 20,980 | $1,511 | 12/31/2023 |
Fortis Group Advisors LLC | 19,931 | $1,489 | 12/31/2023 |
XLP | 19,931 | $1,489 | 12/31/2023 |
Michael B. Yongue | 20,376 | $1,468 | 12/31/2023 |
XLP | 20,376 | $1,468 | 12/31/2023 |
Wall Capital Group Inc. | 20,318 | $1,464 | 12/31/2023 |
XLP | 20,318 | $1,464 | 12/31/2023 |
M3 Advisory Group LLC | 20,208 | $1,456 | 12/31/2023 |
XLP | 20,208 | $1,456 | 12/31/2023 |
Colony Group LLC | 19,997 | $1,440 | 12/31/2023 |
XLP | 19,997 | $1,440 | 12/31/2023 |
WESPAC Advisors SoCal LLC | 18,749 | $1,432 | 03/31/2024 |
XLP | 18,749 | $1,432 | 03/31/2024 |
Signal Advisors Wealth LLC | 18,670 | $1,426 | 03/31/2024 |
XLP | 18,670 | $1,426 | 03/31/2024 |
Wealthfront Advisers LLC | 18,475 | $1,411 | 03/31/2024 |
XLP | 18,475 | $1,411 | 03/31/2024 |
Colton Groome Financial Advisors LLC | 18,223 | $1,392 | 03/31/2024 |
XLP | 18,223 | $1,392 | 03/31/2024 |
Capital Insight Partners LLC | 18,147 | $1,386 | 03/31/2024 |
XLP | 18,147 | $1,386 | 03/31/2024 |
CIBC Private Wealth Group LLC | 19,126 | $1,378 | 12/31/2023 |
XLP | 19,126 | $1,378 | 12/31/2023 |
Mechanics Bank Trust Department | 18,018 | $1,376 | 03/31/2024 |
XLP | 18,018 | $1,376 | 03/31/2024 |
Donald L. Hagan LLC | 17,926 | $1,369 | 03/31/2024 |
XLP | 17,926 | $1,369 | 03/31/2024 |
Jacobi Capital Management LLC | 18,885 | $1,360 | 12/31/2023 |
XLP | 18,885 | $1,360 | 12/31/2023 |
Keebeck Wealth Management LLC | 18,862 | $1,359 | 12/31/2023 |
XLP | 18,862 | $1,359 | 12/31/2023 |
Edgestream Partners L.P. | 18,855 | $1,358 | 12/31/2023 |
XLP | 18,855 | $1,358 | 12/31/2023 |
High Note Wealth LLC | 18,594 | $1,339 | 12/31/2023 |
XLP | 18,594 | $1,339 | 12/31/2023 |
Midwest Financial Group LLC | 17,502 | $1,336 | 03/31/2024 |
XLP | 17,502 | $1,336 | 03/31/2024 |
Orca Investment Management LLC | 17,385 | $1,328 | 03/31/2024 |
XLP | 17,385 | $1,328 | 03/31/2024 |
Raymond James Trust N.A. | 17,374 | $1,327 | 03/31/2024 |
XLP | 17,374 | $1,327 | 03/31/2024 |
Hills Bank & Trust Co | 18,425 | $1,327 | 12/31/2023 |
XLP | 18,425 | $1,327 | 12/31/2023 |
Capital Analysts LLC | 18,293 | $1,317 | 12/31/2023 |
XLP | 18,293 | $1,317 | 12/31/2023 |
Birchcreek Wealth Management LLC | 18,246 | $1,314 | 12/31/2023 |
XLP | 18,246 | $1,314 | 12/31/2023 |
Westside Investment Management Inc. | 17,109 | $1,306 | 03/31/2024 |
XLP | 17,109 | $1,306 | 03/31/2024 |
Crescent Grove Advisors LLC | 18,128 | $1,306 | 12/31/2023 |
XLP | 18,128 | $1,306 | 12/31/2023 |
Boltwood Capital Management | 17,049 | $1,302 | 03/31/2024 |
XLP | 17,049 | $1,302 | 03/31/2024 |
Point72 Asset Management L.P. | $1,297 | 12/31/2023 | |
Call | 65,300 | $4,704 | 12/31/2023 |
Put | 47,300 | $3,407 | 12/31/2023 |
GSA Capital Partners LLP | 17,960 | $1,294 | 12/31/2023 |
XLP | 17,960 | $1,294 | 12/31/2023 |
Avitas Wealth Management LLC | 16,734 | $1,278 | 03/31/2024 |
XLP | 16,734 | $1,278 | 03/31/2024 |
D L Carlson Investment Group Inc. | 17,369 | $1,271 | 12/31/2023 |
XLP | 17,369 | $1,271 | 12/31/2023 |
Syon Capital LLC | 17,627 | $1,270 | 12/31/2023 |
XLP | 17,627 | $1,270 | 12/31/2023 |
Eagle Strategies LLC | 16,581 | $1,266 | 03/31/2024 |
XLP | 16,581 | $1,266 | 03/31/2024 |
CMG Global Holdings LLC | 17,274 | $1,264 | 12/31/2023 |
XLP | 17,274 | $1,264 | 12/31/2023 |
Moloney Securities Asset Management LLC | 17,524 | $1,262 | 12/31/2023 |
XLP | 17,524 | $1,262 | 12/31/2023 |
D.A. Davidson & CO. | 17,448 | $1,257 | 12/31/2023 |
XLP | 17,448 | $1,257 | 12/31/2023 |
MontVue Capital Management Inc. | 17,438 | $1,256 | 12/31/2023 |
XLP | 17,438 | $1,256 | 12/31/2023 |
Great Valley Advisor Group Inc. | 17,350 | $1,250 | 12/31/2023 |
XLP | 17,350 | $1,250 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 16,324 | $1,247 | 03/31/2024 |
XLP | 16,324 | $1,247 | 03/31/2024 |
Capstone Investment Advisors LLC | $1,247 | 12/31/2023 | |
XLP | 21,014 | $1,514 | 12/31/2023 |
Put | 20,500 | $1,477 | 12/31/2023 |
Call | 16,800 | $1,210 | 12/31/2023 |
First National Bank of Hutchinson | 17,299 | $1,246 | 12/31/2023 |
XLP | 17,299 | $1,246 | 12/31/2023 |
Wesbanco Bank Inc. | 16,295 | $1,244 | 03/31/2024 |
XLP | 16,295 | $1,244 | 03/31/2024 |
Johnson Investment Counsel Inc. | 17,178 | $1,237 | 12/31/2023 |
XLP | 17,178 | $1,237 | 12/31/2023 |
OneAscent Financial Services LLC | 16,169 | $1,235 | 03/31/2024 |
XLP | 16,169 | $1,235 | 03/31/2024 |
StrategIQ Financial Group LLC | 17,072 | $1,230 | 12/31/2023 |
XLP | 17,072 | $1,230 | 12/31/2023 |
Magnus Financial Group LLC | 16,990 | $1,224 | 12/31/2023 |
XLP | 16,990 | $1,224 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 15,988 | $1,221 | 03/31/2024 |
XLP | 15,988 | $1,221 | 03/31/2024 |
Blair William & Co. IL | 16,868 | $1,215 | 12/31/2023 |
XLP | 16,868 | $1,215 | 12/31/2023 |
Soltis Investment Advisors LLC | 16,825 | $1,212 | 12/31/2023 |
XLP | 16,825 | $1,212 | 12/31/2023 |
Essex LLC | 16,702 | $1,203 | 12/31/2023 |
XLP | 16,702 | $1,203 | 12/31/2023 |
Pacitti Group Inc. | 16,644 | $1,199 | 12/31/2023 |
XLP | 16,644 | $1,199 | 12/31/2023 |
Cutler Group LP | $1,191 | 03/31/2024 | |
XLP | 14,001 | $1,069 | 03/31/2024 |
Call | 17,000 | $138 | 03/31/2024 |
Put | 31,400 | $16 | 03/31/2024 |
One Charles Private Wealth Services LLC | 16,500 | $1,189 | 12/31/2023 |
XLP | 16,500 | $1,189 | 12/31/2023 |
Long Run Wealth Advisors LLC | 15,508 | $1,184 | 03/31/2024 |
XLP | 15,508 | $1,184 | 03/31/2024 |
Colony Family Offices LLC | 16,243 | $1,170 | 12/31/2023 |
XLP | 16,243 | $1,170 | 12/31/2023 |
Huntington National Bank | 16,177 | $1,165 | 12/31/2023 |
XLP | 16,177 | $1,165 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 16,179 | $1,165 | 12/31/2023 |
XLP | 16,179 | $1,165 | 12/31/2023 |
Briaud Financial Planning Inc | 16,164 | $1,164 | 12/31/2023 |
XLP | 16,164 | $1,164 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 16,070 | $1,158 | 12/31/2023 |
XLP | 16,070 | $1,158 | 12/31/2023 |
Banco Santander S.A. | 15,984 | $1,151 | 12/31/2023 |
XLP | 15,984 | $1,151 | 12/31/2023 |
Bank of New York Mellon Corp | 15,007 | $1,146 | 03/31/2024 |
XLP | 15,007 | $1,146 | 03/31/2024 |
Commerce Bank | 15,909 | $1,146 | 12/31/2023 |
XLP | 15,909 | $1,146 | 12/31/2023 |
Vontobel Holding Ltd. | 15,916 | $1,146 | 12/31/2023 |
XLP | 15,916 | $1,146 | 12/31/2023 |
Terra Nova Asset Management LLC | 14,993 | $1,145 | 03/31/2024 |
XLP | 14,993 | $1,145 | 03/31/2024 |
Berkeley Capital Partners LLC | 15,788 | $1,137 | 12/31/2023 |
XLP | 15,788 | $1,137 | 12/31/2023 |
Windsor Capital Management LLC | 14,749 | $1,126 | 03/31/2024 |
XLP | 14,749 | $1,126 | 03/31/2024 |
Lincoln National Corp | 15,398 | $1,109 | 12/31/2023 |
XLP | 15,398 | $1,109 | 12/31/2023 |
RDA Financial Network | 14,352 | $1,096 | 03/31/2024 |
XLP | 14,352 | $1,096 | 03/31/2024 |
Foguth Wealth Management LLC. | 14,343 | $1,095 | 03/31/2024 |
XLP | 14,343 | $1,095 | 03/31/2024 |
9258 Wealth Management LLC | 15,008 | $1,081 | 12/31/2023 |
XLP | 15,008 | $1,081 | 12/31/2023 |
Montag A & Associates Inc. | 14,925 | $1,075 | 12/31/2023 |
XLP | 14,925 | $1,075 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 14,891 | $1,073 | 12/31/2023 |
XLP | 14,891 | $1,073 | 12/31/2023 |
StoneX Group Inc. | 14,827 | $1,068 | 12/31/2023 |
XLP | 14,827 | $1,068 | 12/31/2023 |
SFI Advisors LLC | 14,759 | $1,063 | 12/31/2023 |
XLP | 14,759 | $1,063 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 14,700 | $1,059 | 12/31/2023 |
XLP | 14,700 | $1,059 | 12/31/2023 |
MTM Investment Management LLC | 13,709 | $1,047 | 03/31/2024 |
XLP | 13,709 | $1,047 | 03/31/2024 |
Oppenheimer & Co. Inc. | 14,479 | $1,043 | 12/31/2023 |
XLP | 14,479 | $1,043 | 12/31/2023 |
Baystate Wealth Management LLC | 14,485 | $1,043 | 12/31/2023 |
XLP | 14,485 | $1,043 | 12/31/2023 |
Orleans Capital Management Corp LA | 14,462 | $1,042 | 12/31/2023 |
XLP | 14,462 | $1,042 | 12/31/2023 |
McAdam LLC | 13,627 | $1,041 | 03/31/2024 |
XLP | 13,627 | $1,041 | 03/31/2024 |
Hoylecohen LLC | 14,459 | $1,041 | 12/31/2023 |
XLP | 14,459 | $1,041 | 12/31/2023 |
Wedmont Private Capital | 13,741 | $1,025 | 03/31/2024 |
XLP | 13,741 | $1,025 | 03/31/2024 |
RFG Advisory LLC | 13,365 | $1,021 | 03/31/2024 |
XLP | 13,365 | $1,021 | 03/31/2024 |
Kanawha Capital Management LLC | 13,996 | $1,008 | 12/31/2023 |
XLP | 13,996 | $1,008 | 12/31/2023 |
Objective Capital Management LLC | 13,922 | $1,003 | 12/31/2023 |
XLP | 13,922 | $1,003 | 12/31/2023 |
Sentinel Trust Co. LBA | 13,842 | $997 | 12/31/2023 |
XLP | 13,842 | $997 | 12/31/2023 |
Flagship Harbor Advisors LLC | 13,001 | $993 | 03/31/2024 |
XLP | 13,001 | $993 | 03/31/2024 |
Citizens Financial Group Inc RI | 13,750 | $990 | 12/31/2023 |
XLP | 13,750 | $990 | 12/31/2023 |
VCI Wealth Management LLC | 13,686 | $986 | 12/31/2023 |
XLP | 13,686 | $986 | 12/31/2023 |
RiverGlades Family Offices LLC | 13,375 | $985 | 12/31/2023 |
XLP | 13,375 | $985 | 12/31/2023 |
Sequoia Financial Advisors LLC | 13,491 | $972 | 12/31/2023 |
XLP | 13,491 | $972 | 12/31/2023 |
Hengehold Capital Management LLC | 12,695 | $969 | 03/31/2024 |
XLP | 12,695 | $969 | 03/31/2024 |
Atlas Capital Advisors LLC | 12,679 | $968 | 03/31/2024 |
XLP | 12,679 | $968 | 03/31/2024 |
Kennicott Capital Management LLC | 12,673 | $968 | 03/31/2024 |
XLP | 12,673 | $968 | 03/31/2024 |
Credit Agricole S A | 13,424 | $967 | 12/31/2023 |
XLP | 13,424 | $967 | 12/31/2023 |
GYL Financial Synergies LLC | 13,381 | $964 | 12/31/2023 |
XLP | 13,381 | $964 | 12/31/2023 |
Hudock Inc. | 13,318 | $959 | 12/31/2023 |
XLP | 13,318 | $959 | 12/31/2023 |
Windham Capital Management LLC | 13,187 | $950 | 12/31/2023 |
XLP | 13,187 | $950 | 12/31/2023 |
ICA Group Wealth Management LLC | 13,191 | $950 | 12/31/2023 |
XLP | 13,191 | $950 | 12/31/2023 |
Parallel Advisors LLC | 13,157 | $948 | 12/31/2023 |
XLP | 13,157 | $948 | 12/31/2023 |
Personal CFO Solutions LLC | 13,101 | $944 | 12/31/2023 |
XLP | 13,101 | $944 | 12/31/2023 |
Wsfs Capital Management LLC | 13,046 | $940 | 12/31/2023 |
XLP | 13,046 | $940 | 12/31/2023 |
Prospera Financial Services Inc | 12,915 | $930 | 12/31/2023 |
XLP | 12,915 | $930 | 12/31/2023 |
St. Louis Financial Planners Asset Management LLC | 12,423 | $926 | 03/31/2024 |
XLP | 12,423 | $926 | 03/31/2024 |
Change Path LLC | 12,773 | $920 | 12/31/2023 |
XLP | 12,773 | $920 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 12,735 | $917 | 12/31/2023 |
XLP | 12,735 | $917 | 12/31/2023 |
Smithbridge Asset Management Inc. DE | 12,708 | $915 | 12/31/2023 |
XLP | 12,708 | $915 | 12/31/2023 |
EPG Wealth Management LLC | 12,552 | $914 | 12/31/2023 |
XLP | 12,552 | $914 | 12/31/2023 |
Gradient Capital Advisors LLC | 11,950 | $913 | 03/31/2024 |
XLP | 11,950 | $913 | 03/31/2024 |
MMA Asset Management LLC | 12,477 | $912 | 12/31/2023 |
XLP | 12,477 | $912 | 12/31/2023 |
Sandy Spring Bank | 12,602 | $908 | 12/31/2023 |
XLP | 12,602 | $908 | 12/31/2023 |
Nikulski Financial Inc. | 11,850 | $905 | 03/31/2024 |
XLP | 11,850 | $905 | 03/31/2024 |
Burford Brothers Inc. | 12,489 | $900 | 12/31/2023 |
XLP | 12,489 | $900 | 12/31/2023 |
Merit Financial Group LLC | 12,369 | $891 | 12/31/2023 |
XLP | 12,369 | $891 | 12/31/2023 |
Kovack Advisors Inc. | 11,619 | $887 | 03/31/2024 |
XLP | 11,619 | $887 | 03/31/2024 |
HBW Advisory Services LLC | 12,315 | $887 | 03/31/2024 |
XLP | 12,315 | $887 | 03/31/2024 |
Quattro Financial Advisors LLC | 11,544 | $882 | 03/31/2024 |
XLP | 11,544 | $882 | 03/31/2024 |
Mission Creek Capital Partners Inc. | 12,214 | $880 | 12/31/2023 |
XLP | 12,214 | $880 | 12/31/2023 |
L.M. Kohn & Company | 11,395 | $870 | 03/31/2024 |
XLP | 11,395 | $870 | 03/31/2024 |
Weiss Asset Management LP | 11,620 | $837 | 12/31/2023 |
XLP | 11,620 | $837 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 11,613 | $836 | 12/31/2023 |
XLP | 11,613 | $836 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 11,454 | $825 | 12/31/2023 |
XLP | 11,454 | $825 | 12/31/2023 |
O ROURKE & COMPANY Inc | 10,771 | $823 | 03/31/2024 |
XLP | 10,771 | $823 | 03/31/2024 |
Wedbush Securities Inc. | 11,392 | $821 | 12/31/2023 |
XLP | 11,392 | $821 | 12/31/2023 |
AlTi Global Inc. | 11,398 | $821 | 12/31/2023 |
XLP | 11,398 | $821 | 12/31/2023 |
Signet Financial Management LLC | 10,569 | $807 | 03/31/2024 |
XLP | 10,569 | $807 | 03/31/2024 |
Valeo Financial Advisors LLC | 10,572 | $803 | 03/31/2024 |
XLP | 10,572 | $803 | 03/31/2024 |
Adviser Investments LLC | 11,116 | $801 | 12/31/2023 |
XLP | 11,116 | $801 | 12/31/2023 |
Sowa Financial Group Inc. | 11,096 | $799 | 03/31/2024 |
XLP | 11,096 | $799 | 03/31/2024 |
Activest Wealth Management | 10,316 | $788 | 03/31/2024 |
XLP | 10,316 | $788 | 03/31/2024 |
Aveo Capital Partners LLC | 10,907 | $786 | 12/31/2023 |
XLP | 10,907 | $786 | 12/31/2023 |
Global Retirement Partners LLC | 10,278 | $785 | 03/31/2024 |
XLP | 10,278 | $785 | 03/31/2024 |
Keystone Financial Group | 10,855 | $782 | 12/31/2023 |
XLP | 10,855 | $782 | 12/31/2023 |
Plimoth Trust Co. LLC | 10,119 | $773 | 03/31/2024 |
XLP | 10,119 | $773 | 03/31/2024 |
Roble Belko & Company Inc | 10,111 | $772 | 03/31/2024 |
XLP | 10,111 | $772 | 03/31/2024 |
Executive Wealth Management LLC | 10,711 | $772 | 12/31/2023 |
XLP | 10,711 | $772 | 12/31/2023 |
Virtue Capital Management LLC | 10,738 | $771 | 12/31/2023 |
XLP | 10,738 | $771 | 12/31/2023 |
Narwhal Capital Management | 10,660 | $768 | 12/31/2023 |
XLP | 10,660 | $768 | 12/31/2023 |
Breed s Hill Capital LLC | 10,659 | $768 | 12/31/2023 |
XLP | 10,659 | $768 | 12/31/2023 |
Okabena Investment Services Inc. | 10,655 | $767 | 12/31/2023 |
XLP | 10,655 | $767 | 12/31/2023 |
BOKF NA | 10,628 | $766 | 12/31/2023 |
XLP | 10,628 | $766 | 12/31/2023 |
Roberts Wealth Advisors LLC | 10,464 | $765 | 03/31/2024 |
XLP | 10,464 | $765 | 03/31/2024 |
ARS Investment Partners LLC | 10,622 | $765 | 12/31/2023 |
XLP | 10,622 | $765 | 12/31/2023 |
JB Capital LLC | 10,611 | $764 | 12/31/2023 |
XLP | 10,611 | $764 | 12/31/2023 |
We Are One Seven LLC | 10,514 | $757 | 12/31/2023 |
XLP | 10,514 | $757 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 10,504 | $757 | 12/31/2023 |
XLP | 10,504 | $757 | 12/31/2023 |
Bayesian Capital Management LP | 10,400 | $749 | 12/31/2023 |
XLP | 10,400 | $749 | 12/31/2023 |
Fiduciary Group LLC | 10,350 | $746 | 12/31/2023 |
XLP | 10,350 | $746 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 10,324 | $744 | 12/31/2023 |
XLP | 10,324 | $744 | 12/31/2023 |
Mission Wealth Management LP | 10,310 | $743 | 12/31/2023 |
XLP | 10,310 | $743 | 12/31/2023 |
KKM Financial LLC | 10,067 | $725 | 12/31/2023 |
XLP | 10,067 | $725 | 12/31/2023 |
Worth Asset Management LLC | 9,483 | $724 | 03/31/2024 |
XLP | 9,483 | $724 | 03/31/2024 |
Morton Community Bank | 10,030 | $722 | 12/31/2023 |
XLP | 10,030 | $722 | 12/31/2023 |
Gamco Investors INC. ET AL | 10,000 | $720 | 12/31/2023 |
XLP | 10,000 | $720 | 12/31/2023 |
Evanson Asset Management LLC | 9,330 | $712 | 03/31/2024 |
XLP | 9,330 | $712 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 9,868 | $711 | 12/31/2023 |
XLP | 9,868 | $711 | 12/31/2023 |
Ieq Capital LLC | 9,678 | $697 | 12/31/2023 |
XLP | 9,678 | $697 | 12/31/2023 |
Phillips Wealth Planners LLC | 9,616 | $695 | 12/31/2023 |
XLP | 9,616 | $695 | 12/31/2023 |
Private Trust Co. NA | 9,091 | $694 | 03/31/2024 |
XLP | 9,091 | $694 | 03/31/2024 |
Thoroughbred Financial Services LLC | 9,570 | $689 | 12/31/2023 |
XLP | 9,570 | $689 | 12/31/2023 |
International Assets Investment Management LLC | 9,083 | $688 | 03/31/2024 |
XLP | 9,083 | $688 | 03/31/2024 |
Crestwood Advisors Group LLC | 9,521 | $686 | 12/31/2023 |
XLP | 9,521 | $686 | 12/31/2023 |
Quantbot Technologies LP | 9,521 | $686 | 12/31/2023 |
XLP | 9,521 | $686 | 12/31/2023 |
Bank of Nova Scotia | 9,410 | $678 | 12/31/2023 |
XLP | 9,410 | $678 | 12/31/2023 |
Fiduciary Trust Co. | 9,349 | $673 | 12/31/2023 |
XLP | 9,349 | $673 | 12/31/2023 |
STA Wealth Management LLC | 9,314 | $671 | 12/31/2023 |
XLP | 9,314 | $671 | 12/31/2023 |
Capital Advisors Ltd. LLC | 8,776 | $670 | 03/31/2024 |
XLP | 8,776 | $670 | 03/31/2024 |
Allworth Financial LP | 8,753 | $668 | 03/31/2024 |
XLP | 8,753 | $668 | 03/31/2024 |
Wealth Effects LLC | 8,651 | $661 | 03/31/2024 |
XLP | 8,651 | $661 | 03/31/2024 |
Geneos Wealth Management Inc. | 9,152 | $659 | 12/31/2023 |
XLP | 9,152 | $659 | 12/31/2023 |
Thomasville National Bank | 8,604 | $657 | 03/31/2024 |
XLP | 8,604 | $657 | 03/31/2024 |
Investment Advisory Group LLC | 9,112 | $656 | 12/31/2023 |
XLP | 9,112 | $656 | 12/31/2023 |
Mathes Company Inc. | 9,050 | $652 | 12/31/2023 |
XLP | 9,050 | $652 | 12/31/2023 |
Principal Securities Inc. | 8,937 | $644 | 12/31/2023 |
XLP | 8,937 | $644 | 12/31/2023 |
Hsbc Holdings PLC | 8,929 | $643 | 12/31/2023 |
XLP | 8,929 | $643 | 12/31/2023 |
Pinnacle Associates Ltd. | 8,911 | $642 | 12/31/2023 |
XLP | 8,911 | $642 | 12/31/2023 |
Csenge Advisory Group | 8,832 | $636 | 12/31/2023 |
XLP | 8,832 | $636 | 12/31/2023 |
Whittier Trust Co. | 8,739 | $629 | 12/31/2023 |
XLP | 8,739 | $629 | 12/31/2023 |
CAPROCK Group Inc. | 8,726 | $629 | 12/31/2023 |
XLP | 8,726 | $629 | 12/31/2023 |
Visionary Wealth Advisors | 8,713 | $628 | 12/31/2023 |
XLP | 8,713 | $628 | 12/31/2023 |
NBT Bank N A NY | 8,215 | $627 | 03/31/2024 |
XLP | 8,215 | $627 | 03/31/2024 |
Monetary Management Group Inc. | 8,660 | $624 | 12/31/2023 |
XLP | 8,660 | $624 | 12/31/2023 |
Acropolis Investment Management LLC | 8,142 | $622 | 03/31/2024 |
XLP | 8,142 | $622 | 03/31/2024 |
Aries Wealth Management | 8,625 | $621 | 12/31/2023 |
XLP | 8,625 | $621 | 12/31/2023 |
Perigon Wealth Management LLC | 8,549 | $616 | 12/31/2023 |
XLP | 8,549 | $616 | 12/31/2023 |
Narus Financial Partners LLC | 7,831 | $598 | 03/31/2024 |
XLP | 7,831 | $598 | 03/31/2024 |
AMI Investment Management Inc. | 7,798 | $595 | 03/31/2024 |
XLP | 7,798 | $595 | 03/31/2024 |
Paragon Financial Partners Inc. | 7,747 | $592 | 03/31/2024 |
XLP | 7,747 | $592 | 03/31/2024 |
West Tower Group LLC | 8,220 | $592 | 12/31/2023 |
XLP | 8,220 | $592 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 8,200 | $591 | 12/31/2023 |
XLP | 8,200 | $591 | 12/31/2023 |
Moors & Cabot Inc. | 8,125 | $585 | 12/31/2023 |
XLP | 8,125 | $585 | 12/31/2023 |
Valmark Advisers Inc. | 8,081 | $582 | 12/31/2023 |
XLP | 8,081 | $582 | 12/31/2023 |
Aurum Wealth Management Group LLC | 7,598 | $580 | 03/31/2024 |
XLP | 7,598 | $580 | 03/31/2024 |
Good Life Advisors LLC | 8,053 | $580 | 12/31/2023 |
XLP | 8,053 | $580 | 12/31/2023 |
JFS Wealth Advisors LLC | 8,025 | $578 | 12/31/2023 |
XLP | 8,025 | $578 | 12/31/2023 |
Smith Anglin Financial LLC | 7,469 | $570 | 03/31/2024 |
XLP | 7,469 | $570 | 03/31/2024 |
Shulman DeMeo Asset Management LLC | 7,364 | $562 | 03/31/2024 |
XLP | 7,364 | $562 | 03/31/2024 |
Horizon Financial Services LLC | 7,779 | $560 | 12/31/2023 |
XLP | 7,779 | $560 | 12/31/2023 |
Pinebridge Investments L.P. | 7,721 | $556 | 12/31/2023 |
XLP | 7,721 | $556 | 12/31/2023 |
Belpointe Asset Management LLC | 7,715 | $556 | 12/31/2023 |
XLP | 7,715 | $556 | 12/31/2023 |
Keel Point LLC | 7,260 | $554 | 03/31/2024 |
XLP | 7,260 | $554 | 03/31/2024 |
MKT Advisors LLC | 7,369 | $548 | 03/31/2024 |
XLP | 7,369 | $548 | 03/31/2024 |
Hancock Whitney Corp | 7,606 | $548 | 12/31/2023 |
XLP | 7,606 | $548 | 12/31/2023 |
Venture Visionary Partners LLC | 7,581 | $546 | 12/31/2023 |
XLP | 7,581 | $546 | 12/31/2023 |
Strategic Financial Concepts LLC | 7,111 | $543 | 03/31/2024 |
XLP | 7,111 | $543 | 03/31/2024 |
Evoke Wealth LLC | 7,501 | $540 | 12/31/2023 |
XLP | 7,501 | $540 | 12/31/2023 |
Key Client Fiduciary Advisors LLC | 7,008 | $535 | 03/31/2024 |
XLP | 7,008 | $535 | 03/31/2024 |
Providence Capital Advisors LLC | 7,407 | $534 | 12/31/2023 |
XLP | 7,407 | $534 | 12/31/2023 |
Rehmann Capital Advisory Group | 7,356 | $530 | 12/31/2023 |
XLP | 7,356 | $530 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 7,339 | $529 | 12/31/2023 |
XLP | 7,339 | $529 | 12/31/2023 |
Apollon Wealth Management LLC | 7,315 | $527 | 12/31/2023 |
XLP | 7,315 | $527 | 12/31/2023 |
Madden Advisory Services Inc. | 7,308 | $526 | 12/31/2023 |
XLP | 7,308 | $526 | 12/31/2023 |
Creekmur Asset Management LLC | 7,295 | $525 | 12/31/2023 |
XLP | 7,295 | $525 | 12/31/2023 |
North Star Investment Management Corp. | 7,278 | $524 | 12/31/2023 |
XLP | 7,278 | $524 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 7,242 | $522 | 12/31/2023 |
XLP | 7,242 | $522 | 12/31/2023 |
Addison Advisors LLC | 7,251 | $522 | 12/31/2023 |
XLP | 7,251 | $522 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 7,237 | $521 | 12/31/2023 |
XLP | 7,237 | $521 | 12/31/2023 |
BCS Wealth Management | 6,779 | $518 | 03/31/2024 |
XLP | 6,779 | $518 | 03/31/2024 |
Arrow Financial Corp | 7,184 | $517 | 12/31/2023 |
XLP | 7,184 | $517 | 12/31/2023 |
First National Trust Co | 7,152 | $515 | 12/31/2023 |
XLP | 7,152 | $515 | 12/31/2023 |
HB Wealth Management LLC | 7,146 | $515 | 12/31/2023 |
XLP | 7,146 | $515 | 12/31/2023 |
Steele Capital Management Inc. | 6,579 | $502 | 03/31/2024 |
XLP | 6,579 | $502 | 03/31/2024 |
CHICAGO TRUST Co NA | 6,557 | $501 | 03/31/2024 |
XLP | 6,557 | $501 | 03/31/2024 |
SL Advisors LLC | 6,955 | $501 | 12/31/2023 |
XLP | 6,955 | $501 | 12/31/2023 |
KG&L Capital Management LLC | 6,492 | $496 | 03/31/2024 |
XLP | 6,492 | $496 | 03/31/2024 |
Grant GrossMendelsohn LLC | 6,671 | $496 | 03/31/2024 |
XLP | 6,671 | $496 | 03/31/2024 |
NCM Capital Management LLC | 6,854 | $494 | 12/31/2023 |
XLP | 6,854 | $494 | 12/31/2023 |
DLK Investment Management LLC | 6,411 | $490 | 03/31/2024 |
XLP | 6,411 | $490 | 03/31/2024 |
MBA Advisors LLC | 6,795 | $489 | 12/31/2023 |
XLP | 6,795 | $489 | 12/31/2023 |
Psagot Value Holdings Ltd. Israel | 6,796 | $488 | 12/31/2023 |
XLP | 6,796 | $488 | 12/31/2023 |
River Street Advisors LLC | 6,364 | $486 | 03/31/2024 |
XLP | 6,364 | $486 | 03/31/2024 |
Allie Family Office LLC | 6,699 | $483 | 12/31/2023 |
XLP | 6,699 | $483 | 12/31/2023 |
Jones Financial Companies Lllp | 6,692 | $482 | 12/31/2023 |
XLP | 6,692 | $482 | 12/31/2023 |
Investment Partners LTD. | 6,300 | $481 | 03/31/2024 |
XLP | 6,300 | $481 | 03/31/2024 |
Redwood Financial Network Corp | 6,650 | $479 | 12/31/2023 |
XLP | 6,650 | $479 | 12/31/2023 |
Two Sigma Investments LP | 6,634 | $478 | 12/31/2023 |
XLP | 6,634 | $478 | 12/31/2023 |
Gateway Wealth Partners LLC | 6,598 | $475 | 12/31/2023 |
XLP | 6,598 | $475 | 12/31/2023 |
Encompass More Asset Management | 6,598 | $475 | 12/31/2023 |
XLP | 6,598 | $475 | 12/31/2023 |
Wealthstar Advisors LLC | 6,175 | $472 | 03/31/2024 |
XLP | 6,175 | $472 | 03/31/2024 |
WASHINGTON TRUST Co | 6,161 | $470 | 03/31/2024 |
XLP | 6,161 | $470 | 03/31/2024 |
Central Bank & Trust Co. | 6,132 | $468 | 03/31/2024 |
XLP | 6,132 | $468 | 03/31/2024 |
Beacon Financial Advisory LLC | 6,487 | $467 | 12/31/2023 |
XLP | 6,487 | $467 | 12/31/2023 |
Gray Wealth Management Inc. | 6,480 | $467 | 12/31/2023 |
XLP | 6,480 | $467 | 12/31/2023 |
Montecito Bank & Trust | 6,079 | $464 | 03/31/2024 |
XLP | 6,079 | $464 | 03/31/2024 |
Romano Brothers AND Company | 6,044 | $462 | 03/31/2024 |
XLP | 6,044 | $462 | 03/31/2024 |
Arete Wealth Advisors LLC | 6,403 | $461 | 12/31/2023 |
XLP | 6,403 | $461 | 12/31/2023 |
Lodestone Wealth Management LLC | 6,242 | $450 | 12/31/2023 |
XLP | 6,242 | $450 | 12/31/2023 |
First United Bank Trust | 6,229 | $449 | 12/31/2023 |
XLP | 6,229 | $449 | 12/31/2023 |
Twin Peaks Wealth Advisors LLC | 5,870 | $448 | 03/31/2024 |
XLP | 5,870 | $448 | 03/31/2024 |
Ingalls & Snyder LLC | 6,212 | $447 | 12/31/2023 |
XLP | 6,212 | $447 | 12/31/2023 |
McGuire Investment Group LLC | 6,189 | $446 | 12/31/2023 |
XLP | 6,189 | $446 | 12/31/2023 |
Capital Management Associates Inc | 6,198 | $446 | 12/31/2023 |
XLP | 6,198 | $446 | 12/31/2023 |
Waldron Private Wealth LLC | 6,172 | $444 | 12/31/2023 |
XLP | 6,172 | $444 | 12/31/2023 |
Prosperity Consulting Group LLC | 6,108 | $440 | 12/31/2023 |
XLP | 6,108 | $440 | 12/31/2023 |
SageView Advisory Group LLC | 5,966 | $438 | 12/31/2023 |
XLP | 5,966 | $438 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 6,008 | $433 | 12/31/2023 |
XLP | 6,008 | $433 | 12/31/2023 |
IFP Advisors Inc | 6,007 | $433 | 12/31/2023 |
XLP | 6,007 | $433 | 12/31/2023 |
Garrett Investment Advisors LLC | 5,615 | $429 | 03/31/2024 |
XLP | 5,615 | $429 | 03/31/2024 |
Pacific Sun Financial Corp | 5,955 | $429 | 12/31/2023 |
XLP | 5,955 | $429 | 12/31/2023 |
Ascent Group LLC | 5,825 | $429 | 12/31/2023 |
XLP | 5,825 | $429 | 12/31/2023 |
Platform Technology Partners | 5,819 | $428 | 12/31/2023 |
XLP | 5,819 | $428 | 12/31/2023 |
ETF Store Inc. | 5,921 | $427 | 12/31/2023 |
XLP | 5,921 | $427 | 12/31/2023 |
Constitution Capital LLC | 5,574 | $426 | 03/31/2024 |
XLP | 5,574 | $426 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 5,581 | $426 | 03/31/2024 |
XLP | 5,581 | $426 | 03/31/2024 |
LongView Wealth Management | 5,583 | $426 | 03/31/2024 |
XLP | 5,583 | $426 | 03/31/2024 |
W.G. Shaheen & Associates DBA Whitney & Co | 5,895 | $425 | 12/31/2023 |
XLP | 5,895 | $425 | 12/31/2023 |
Dougherty Wealth Advisers LLC | 5,882 | $424 | 12/31/2023 |
XLP | 5,882 | $424 | 12/31/2023 |
LexAurum Advisors LLC | 5,537 | $423 | 03/31/2024 |
XLP | 5,537 | $423 | 03/31/2024 |
Spinnaker Investment Group LLC | 5,545 | $423 | 03/31/2024 |
XLP | 5,545 | $423 | 03/31/2024 |
Family Firm Inc. | 5,845 | $421 | 12/31/2023 |
XLP | 5,845 | $421 | 12/31/2023 |
Allen Investment Management LLC | 5,813 | $419 | 12/31/2023 |
XLP | 5,813 | $419 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 5,802 | $418 | 12/31/2023 |
XLP | 5,802 | $418 | 12/31/2023 |
Lunt Capital Management Inc. | 5,436 | $415 | 03/31/2024 |
XLP | 5,436 | $415 | 03/31/2024 |
Centiva Capital LP | $415 | 12/31/2023 | |
Put | 18,300 | $1,318 | 12/31/2023 |
XLP | 12,355 | $890 | 12/31/2023 |
Call | 11,700 | $843 | 12/31/2023 |
AdvisorNet Financial Inc | 5,378 | $411 | 03/31/2024 |
XLP | 5,378 | $411 | 03/31/2024 |
Interchange Capital Partners LLC | 5,651 | $407 | 12/31/2023 |
XLP | 5,651 | $407 | 12/31/2023 |
Boothbay Fund Management LLC | 5,638 | $406 | 12/31/2023 |
XLP | 5,638 | $406 | 12/31/2023 |
Strategic Blueprint LLC | 5,301 | $405 | 03/31/2024 |
XLP | 5,301 | $405 | 03/31/2024 |
Lakeview Capital Partners LLC | 5,623 | $405 | 12/31/2023 |
XLP | 5,623 | $405 | 12/31/2023 |
Principal Street Partners LLC | 5,539 | $399 | 12/31/2023 |
XLP | 5,539 | $399 | 12/31/2023 |
Advanced Asset Management Advisors Inc | 5,522 | $398 | 12/31/2023 |
XLP | 5,522 | $398 | 12/31/2023 |
United Capital Financial Advisers LLC | 5,491 | $396 | 12/31/2023 |
XLP | 5,491 | $396 | 12/31/2023 |
Wade G W & Inc. | 5,489 | $395 | 12/31/2023 |
XLP | 5,489 | $395 | 12/31/2023 |
Fullerton Fund Management Co Ltd. | 5,457 | $393 | 12/31/2023 |
XLP | 5,457 | $393 | 12/31/2023 |
Capital Investment Advisory Services LLC | 5,133 | $392 | 03/31/2024 |
XLP | 5,133 | $392 | 03/31/2024 |
Purus Wealth Management LLC | 5,005 | $382 | 03/31/2024 |
XLP | 5,005 | $382 | 03/31/2024 |
Certified Advisory Corp | 5,264 | $379 | 12/31/2023 |
XLP | 5,264 | $379 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 5,253 | $378 | 12/31/2023 |
XLP | 5,253 | $378 | 12/31/2023 |
Balboa Wealth Partners | 5,212 | $375 | 12/31/2023 |
XLP | 5,212 | $375 | 12/31/2023 |
Engineers Gate Manager LP | 5,194 | $374 | 12/31/2023 |
XLP | 5,194 | $374 | 12/31/2023 |
Trust Point Inc. | 4,877 | $372 | 03/31/2024 |
XLP | 4,877 | $372 | 03/31/2024 |
Bailard Inc. | 5,129 | $369 | 12/31/2023 |
XLP | 5,129 | $369 | 12/31/2023 |
Comprehensive Financial Consultants Institutional Inc. | 5,127 | $369 | 12/31/2023 |
XLP | 5,127 | $369 | 12/31/2023 |
Lyell Wealth Management LP | 5,077 | $366 | 12/31/2023 |
XLP | 5,077 | $366 | 12/31/2023 |
Keeler Thomas Management LLC | 5,081 | $366 | 12/31/2023 |
XLP | 5,081 | $366 | 12/31/2023 |
Atlantic Union Bankshares Corp | 4,778 | $365 | 03/31/2024 |
XLP | 4,778 | $365 | 03/31/2024 |
DRW Securities LLC | 5,069 | $365 | 12/31/2023 |
XLP | 5,069 | $365 | 12/31/2023 |
Consolidated Portfolio Review Corp | 4,996 | $360 | 12/31/2023 |
XLP | 4,996 | $360 | 12/31/2023 |
Smith Chas P & Associates PA Cpas | 4,697 | $359 | 03/31/2024 |
XLP | 4,697 | $359 | 03/31/2024 |
Regions Financial Corp | 4,688 | $358 | 03/31/2024 |
XLP | 4,688 | $358 | 03/31/2024 |
Advisor Resource Council | 4,945 | $356 | 03/31/2024 |
XLP | 4,945 | $356 | 03/31/2024 |
Integrated Advisors Network LLC | 4,932 | $355 | 12/31/2023 |
XLP | 4,932 | $355 | 12/31/2023 |
Capital Advisors Inc. OK | 4,890 | $352 | 12/31/2023 |
XLP | 4,890 | $352 | 12/31/2023 |
Swmg LLC | 4,862 | $350 | 12/31/2023 |
XLP | 4,862 | $350 | 12/31/2023 |
Accel Wealth Management | 4,564 | $349 | 03/31/2024 |
XLP | 4,564 | $349 | 03/31/2024 |
Channel Wealth LLC | 4,560 | $348 | 03/31/2024 |
XLP | 4,560 | $348 | 03/31/2024 |
SOA Wealth Advisors LLC. | 4,543 | $347 | 03/31/2024 |
XLP | 4,543 | $347 | 03/31/2024 |
Whitener Capital Management Inc. | 4,522 | $345 | 03/31/2024 |
XLP | 4,522 | $345 | 03/31/2024 |
Choate Investment Advisors | 4,792 | $345 | 12/31/2023 |
XLP | 4,792 | $345 | 12/31/2023 |
Coombe Bender & Co LLC | 4,784 | $345 | 12/31/2023 |
XLP | 4,784 | $345 | 12/31/2023 |
Shufro Rose & Co. LLC | 4,990 | $343 | 12/31/2023 |
XLP | 4,990 | $343 | 12/31/2023 |
Snowden Capital Advisors LLC | 4,721 | $340 | 12/31/2023 |
XLP | 4,721 | $340 | 12/31/2023 |
Connectus Wealth LLC | 4,705 | $339 | 12/31/2023 |
XLP | 4,705 | $339 | 12/31/2023 |
Brighton Jones LLC | 4,684 | $337 | 12/31/2023 |
XLP | 4,684 | $337 | 12/31/2023 |
Oliver Luxxe Assets LLC | 4,404 | $336 | 03/31/2024 |
XLP | 4,404 | $336 | 03/31/2024 |
Peoples Bank KS | 4,398 | $336 | 03/31/2024 |
XLP | 4,398 | $336 | 03/31/2024 |
Chilton Capital Management LLC | 4,620 | $333 | 12/31/2023 |
XLP | 4,620 | $333 | 12/31/2023 |
Banque Cantonale Vaudoise | 4,349 | $332 | 03/31/2024 |
XLP | 4,349 | $332 | 03/31/2024 |
GUNN & Co INVESTMENT MANAGEMENT INC. | 4,593 | $331 | 12/31/2023 |
XLP | 4,593 | $331 | 12/31/2023 |
Petra Financial Advisors Inc. | 4,325 | $330 | 03/31/2024 |
XLP | 4,325 | $330 | 03/31/2024 |
Keating Wealth Management LLC | 4,295 | $328 | 03/31/2024 |
XLP | 4,295 | $328 | 03/31/2024 |
D. B. Root & Company LLC | 4,267 | $326 | 03/31/2024 |
XLP | 4,267 | $326 | 03/31/2024 |
Norwood Financial Corp | 4,240 | $324 | 03/31/2024 |
XLP | 4,240 | $324 | 03/31/2024 |
Smith Moore & CO. | 4,490 | $323 | 12/31/2023 |
XLP | 4,490 | $323 | 12/31/2023 |
Quadrant Private Wealth Management LLC | 4,478 | $323 | 12/31/2023 |
XLP | 4,478 | $323 | 12/31/2023 |
Joseph P. Lucia & Associates LLC | 4,486 | $323 | 12/31/2023 |
XLP | 4,486 | $323 | 12/31/2023 |
Janney Capital Management LLC | 4,464 | $322 | 12/31/2023 |
XLP | 4,464 | $322 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 4,394 | $316 | 12/31/2023 |
XLP | 4,394 | $316 | 12/31/2023 |
Coppell Advisory Solutions LLC | 4,381 | $316 | 12/31/2023 |
XLP | 4,381 | $316 | 12/31/2023 |
Financial Partners Group Inc | 4,380 | $315 | 12/31/2023 |
XLP | 4,380 | $315 | 12/31/2023 |
Magnolia Capital Advisors LLC | 4,272 | $314 | 12/31/2023 |
XLP | 4,272 | $314 | 12/31/2023 |
Leith Wheeler Investment Counsel Ltd. | 4,335 | $312 | 12/31/2023 |
XLP | 4,335 | $312 | 12/31/2023 |
Arrowroot Family Office LLC | 4,332 | $312 | 12/31/2023 |
XLP | 4,332 | $312 | 12/31/2023 |
Quantinno Capital Management LP | 4,305 | $310 | 12/31/2023 |
XLP | 4,305 | $310 | 12/31/2023 |
Proffitt & Goodson Inc. | 4,028 | $308 | 03/31/2024 |
XLP | 4,028 | $308 | 03/31/2024 |
Verdence Capital Advisors LLC | 4,012 | $306 | 03/31/2024 |
XLP | 4,012 | $306 | 03/31/2024 |
Lynch & Associates IN | 3,982 | $304 | 03/31/2024 |
XLP | 3,982 | $304 | 03/31/2024 |
Kessler Investment Group LLC | 3,981 | $304 | 03/31/2024 |
XLP | 3,981 | $304 | 03/31/2024 |
Smith Salley & Associates | 4,215 | $304 | 12/31/2023 |
XLP | 4,215 | $304 | 12/31/2023 |
NTV Asset Management LLC | 4,192 | $302 | 12/31/2023 |
XLP | 4,192 | $302 | 12/31/2023 |
Sontag Advisory LLC | 4,197 | $302 | 12/31/2023 |
XLP | 4,197 | $302 | 12/31/2023 |
Bernardo Wealth Planning LLC | 4,191 | $302 | 12/31/2023 |
XLP | 4,191 | $302 | 12/31/2023 |
Source Financial Advisors LLC | 4,195 | $302 | 12/31/2023 |
XLP | 4,195 | $302 | 12/31/2023 |
Institute for Wealth Management LLC. | 4,146 | $299 | 12/31/2023 |
XLP | 4,146 | $299 | 12/31/2023 |
SeaCrest Wealth Management LLC | 3,898 | $298 | 03/31/2024 |
XLP | 3,898 | $298 | 03/31/2024 |
Whalerock Point Partners LLC | 4,132 | $298 | 12/31/2023 |
XLP | 4,132 | $298 | 12/31/2023 |
Tocqueville Asset Management L.P. | 4,110 | $296 | 12/31/2023 |
XLP | 4,110 | $296 | 12/31/2023 |
Morris Retirement Advisors LLC | 4,112 | $296 | 12/31/2023 |
XLP | 4,112 | $296 | 12/31/2023 |
Two Sigma Advisers LP | 4,100 | $295 | 12/31/2023 |
XLP | 4,100 | $295 | 12/31/2023 |
Kellett Schaffner Wealth Advisors LLC | 4,069 | $293 | 12/31/2023 |
XLP | 4,069 | $293 | 12/31/2023 |
Stonebrook Private Inc. | 4,074 | $293 | 12/31/2023 |
XLP | 4,074 | $293 | 12/31/2023 |
HT Partners LLC | 3,824 | $292 | 03/31/2024 |
XLP | 3,824 | $292 | 03/31/2024 |
American Planning Services Inc. | 4,006 | $289 | 12/31/2023 |
XLP | 4,006 | $289 | 12/31/2023 |
Marathon Trading Investment Management LLC | 3,990 | $287 | 12/31/2023 |
XLP | 3,990 | $287 | 12/31/2023 |
Triumph Capital Management | 3,769 | $286 | 03/31/2024 |
XLP | 3,769 | $286 | 03/31/2024 |
Warner Financial Inc. | 3,741 | $286 | 03/31/2024 |
XLP | 3,741 | $286 | 03/31/2024 |
Koshinski Asset Management Inc. | 3,948 | $284 | 12/31/2023 |
XLP | 3,948 | $284 | 12/31/2023 |
Etfidea LLC | 3,940 | $284 | 12/31/2023 |
XLP | 3,940 | $284 | 12/31/2023 |
Burns J W & Co. Inc. NY | 3,695 | $282 | 03/31/2024 |
XLP | 3,695 | $282 | 03/31/2024 |
Argent Trust Co | 3,920 | $282 | 12/31/2023 |
XLP | 3,920 | $282 | 12/31/2023 |
First International Bank & Trust | 3,677 | $281 | 03/31/2024 |
XLP | 3,677 | $281 | 03/31/2024 |
Kraft Davis & Associates LLC | 3,864 | $281 | 12/31/2023 |
XLP | 3,864 | $281 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 3,672 | $280 | 03/31/2024 |
XLP | 3,672 | $280 | 03/31/2024 |
Sage Financial Management Group Inc. | 3,888 | $280 | 12/31/2023 |
XLP | 3,888 | $280 | 12/31/2023 |
Level Four Advisory Services LLC | 3,870 | $279 | 12/31/2023 |
XLP | 3,870 | $279 | 12/31/2023 |
Ally Invest Advisors Inc. | 3,854 | $278 | 12/31/2023 |
XLP | 3,854 | $278 | 12/31/2023 |
Meridian Wealth Advisors LLC | 3,810 | $274 | 12/31/2023 |
XLP | 3,810 | $274 | 12/31/2023 |
Miracle Mile Advisors LLC | 3,546 | $271 | 03/31/2024 |
XLP | 3,546 | $271 | 03/31/2024 |
St. Johns Investment Management Company LLC | 3,545 | $271 | 03/31/2024 |
XLP | 3,545 | $271 | 03/31/2024 |
Abbrea Capital LLC | 3,742 | $270 | 12/31/2023 |
XLP | 3,742 | $270 | 12/31/2023 |
Balanced Wealth Group LLC | 3,747 | $270 | 12/31/2023 |
XLP | 3,747 | $270 | 12/31/2023 |
Appleton Partners Inc. MA | 3,526 | $269 | 03/31/2024 |
XLP | 3,526 | $269 | 03/31/2024 |
Palisade Asset Management LLC | 3,700 | $267 | 12/31/2023 |
XLP | 3,700 | $267 | 12/31/2023 |
XTX Topco Ltd | 3,696 | $266 | 12/31/2023 |
XLP | 3,696 | $266 | 12/31/2023 |
Analyst IMS Investment Management Services Ltd. | 3,680 | $265 | 12/31/2023 |
XLP | 3,680 | $265 | 12/31/2023 |
Waterloo Capital L.P. | 3,680 | $265 | 12/31/2023 |
XLP | 3,680 | $265 | 12/31/2023 |
Aua Capital Management LLC | 3,450 | $263 | 03/31/2024 |
XLP | 3,450 | $263 | 03/31/2024 |
Second Line Capital LLC | 3,652 | $263 | 12/31/2023 |
XLP | 3,652 | $263 | 12/31/2023 |
My Personal CFO LLC | 3,425 | $262 | 03/31/2024 |
XLP | 3,425 | $262 | 03/31/2024 |
WealthBridge Capital Management LLC | 3,643 | $262 | 12/31/2023 |
XLP | 3,643 | $262 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 3,617 | $261 | 12/31/2023 |
XLP | 3,617 | $261 | 12/31/2023 |
Putnam FL Investment Management Co. | 3,601 | $259 | 12/31/2023 |
XLP | 3,601 | $259 | 12/31/2023 |
Townsquare Capital LLC | 3,590 | $259 | 12/31/2023 |
XLP | 3,590 | $259 | 12/31/2023 |
Cornerstone Wealth Management LLC | 3,383 | $258 | 03/31/2024 |
XLP | 3,383 | $258 | 03/31/2024 |
Heartland Advisors Inc. | 3,583 | $258 | 12/31/2023 |
XLP | 3,583 | $258 | 12/31/2023 |
NBC Securities Inc. | 3,370 | $257 | 03/31/2024 |
XLP | 3,370 | $257 | 03/31/2024 |
Fort Point Capital Partners LLC | 3,558 | $256 | 12/31/2023 |
XLP | 3,558 | $256 | 12/31/2023 |
Breakwater Capital Group | 3,328 | $254 | 03/31/2024 |
XLP | 3,328 | $254 | 03/31/2024 |
RWM Asset Management LLC | 3,296 | $252 | 03/31/2024 |
XLP | 3,296 | $252 | 03/31/2024 |
Hyman Charles D | 3,480 | $251 | 12/31/2023 |
XLP | 3,480 | $251 | 12/31/2023 |
Icon Wealth Advisors LLC | 3,479 | $251 | 12/31/2023 |
XLP | 3,479 | $251 | 12/31/2023 |
Simon Quick Advisors LLC | 3,274 | $250 | 03/31/2024 |
XLP | 3,274 | $250 | 03/31/2024 |
Honkamp Krueger Financial Services Inc. | 3,468 | $250 | 12/31/2023 |
XLP | 3,468 | $250 | 12/31/2023 |
Quadcap Wealth Management LLC | 3,469 | $250 | 12/31/2023 |
XLP | 3,469 | $250 | 12/31/2023 |
Nwam LLC | 3,441 | $248 | 12/31/2023 |
XLP | 3,441 | $248 | 12/31/2023 |
Hexagon Capital Partners LLC | 3,232 | $247 | 03/31/2024 |
XLP | 3,232 | $247 | 03/31/2024 |
Fragasso Group Inc. | 3,218 | $246 | 03/31/2024 |
XLP | 3,218 | $246 | 03/31/2024 |
Cullen Frost Bankers Inc. | 3,378 | $243 | 12/31/2023 |
XLP | 3,378 | $243 | 12/31/2023 |
Leo Wealth LLC | 3,226 | $243 | 12/31/2023 |
XLP | 3,226 | $243 | 12/31/2023 |
First Foundation Advisors | 3,355 | $242 | 12/31/2023 |
XLP | 3,355 | $242 | 12/31/2023 |
Goelzer Investment Management Inc. | 3,367 | $242 | 12/31/2023 |
XLP | 3,367 | $242 | 12/31/2023 |
Retirement Planning Co of New England Inc. | 3,349 | $241 | 12/31/2023 |
XLP | 3,349 | $241 | 12/31/2023 |
Arlington Capital Management Inc. | 3,145 | $240 | 03/31/2024 |
XLP | 3,145 | $240 | 03/31/2024 |
Larson Financial Group LLC | 3,331 | $240 | 12/31/2023 |
XLP | 3,331 | $240 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 3,314 | $239 | 12/31/2023 |
XLP | 3,314 | $239 | 12/31/2023 |
Harvey Capital Management Inc. | 3,300 | $238 | 12/31/2023 |
XLP | 3,300 | $238 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 3,302 | $238 | 12/31/2023 |
XLP | 3,302 | $238 | 12/31/2023 |
One Day In July LLC | 3,100 | $237 | 03/31/2024 |
XLP | 3,100 | $237 | 03/31/2024 |
Aurora Private Wealth Inc. | 3,089 | $235 | 03/31/2024 |
XLP | 3,089 | $235 | 03/31/2024 |
Coldstream Capital Management Inc. | 3,256 | $235 | 12/31/2023 |
XLP | 3,256 | $235 | 12/31/2023 |
Element Wealth LLC | 3,249 | $234 | 12/31/2023 |
XLP | 3,249 | $234 | 12/31/2023 |
Guyasuta Investment Advisors Inc. | 3,232 | $233 | 03/31/2024 |
XLP | 3,232 | $233 | 03/31/2024 |
Greenline Partners LLC | 3,232 | $233 | 12/31/2023 |
XLP | 3,232 | $233 | 12/31/2023 |
L & S Advisors Inc | 3,199 | $230 | 12/31/2023 |
XLP | 3,199 | $230 | 12/31/2023 |
Maltin Wealth Management Inc. | 2,995 | $229 | 03/31/2024 |
XLP | 2,995 | $229 | 03/31/2024 |
Occidental Asset Management LLC | 2,979 | $227 | 03/31/2024 |
XLP | 2,979 | $227 | 03/31/2024 |
Cypress Capital LLC | 3,146 | $227 | 12/31/2023 |
XLP | 3,146 | $227 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,156 | $227 | 12/31/2023 |
XLP | 3,156 | $227 | 12/31/2023 |
Southland Equity Partners LLC | 2,966 | $226 | 03/31/2024 |
XLP | 2,966 | $226 | 03/31/2024 |
Wintrust Investments LLC | 3,128 | $225 | 12/31/2023 |
XLP | 3,128 | $225 | 12/31/2023 |
Dearborn Partners LLC | 3,122 | $225 | 12/31/2023 |
XLP | 3,122 | $225 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 3,135 | $225 | 12/31/2023 |
XLP | 3,135 | $225 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 3,123 | $225 | 12/31/2023 |
XLP | 3,123 | $225 | 12/31/2023 |
Benedetti & Gucer Inc. | 3,113 | $224 | 12/31/2023 |
XLP | 3,113 | $224 | 12/31/2023 |
Lion Street Advisors LLC | 3,093 | $223 | 03/31/2024 |
XLP | 3,093 | $223 | 03/31/2024 |
Sterling Investment Management Inc. | 2,903 | $222 | 03/31/2024 |
XLP | 2,903 | $222 | 03/31/2024 |
Prosperitas Financial LLC | 3,085 | $222 | 12/31/2023 |
XLP | 3,085 | $222 | 12/31/2023 |
Bradley Foster & Sargent Inc. CT | 3,066 | $221 | 12/31/2023 |
XLP | 3,066 | $221 | 12/31/2023 |
Raab & Moskowitz Asset Management LLC | 3,074 | $221 | 12/31/2023 |
XLP | 3,074 | $221 | 12/31/2023 |
Community Bank N.A. | 3,075 | $221 | 12/31/2023 |
XLP | 3,075 | $221 | 12/31/2023 |
Laidlaw Wealth Management LLC | 3,048 | $220 | 12/31/2023 |
XLP | 3,048 | $220 | 12/31/2023 |
Keystone Wealth Services LLC | 2,863 | $219 | 03/31/2024 |
XLP | 2,863 | $219 | 03/31/2024 |
Herbst Group LLC | 2,872 | $219 | 03/31/2024 |
XLP | 2,872 | $219 | 03/31/2024 |
Tyche Wealth Partners LLC | 2,847 | $217 | 03/31/2024 |
XLP | 2,847 | $217 | 03/31/2024 |
Highlander Capital Management LLC | 2,997 | $216 | 12/31/2023 |
XLP | 2,997 | $216 | 12/31/2023 |
Brand Asset Management Group Inc. | 3,000 | $216 | 12/31/2023 |
XLP | 3,000 | $216 | 12/31/2023 |
Tacita Capital Inc | 3,000 | $216 | 12/31/2023 |
XLP | 3,000 | $216 | 12/31/2023 |
Commonwealth Retirement Investments LLC | 2,999 | $216 | 12/31/2023 |
XLP | 2,999 | $216 | 12/31/2023 |
Imprint Wealth LLC | 2,962 | $215 | 12/31/2023 |
XLP | 2,962 | $215 | 12/31/2023 |
Apeiron RIA LLC | 2,803 | $214 | 03/31/2024 |
XLP | 2,803 | $214 | 03/31/2024 |
Americana Partners LLC | 2,968 | $214 | 12/31/2023 |
XLP | 2,968 | $214 | 12/31/2023 |
Atlas Private Wealth Advisors | 2,966 | $214 | 12/31/2023 |
XLP | 2,966 | $214 | 12/31/2023 |
Maripau Wealth Management LLC | 2,965 | $214 | 12/31/2023 |
XLP | 2,965 | $214 | 12/31/2023 |
Lcnb Corp | 2,925 | $211 | 12/31/2023 |
XLP | 2,925 | $211 | 12/31/2023 |
Patton Albertson Miller Group LLC | 2,710 | $207 | 03/31/2024 |
XLP | 2,710 | $207 | 03/31/2024 |
Country Club Bank GFN | 2,692 | $206 | 03/31/2024 |
XLP | 2,692 | $206 | 03/31/2024 |
Castle Rock Wealth Management LLC | 2,851 | $205 | 12/31/2023 |
XLP | 2,851 | $205 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 2,850 | $205 | 12/31/2023 |
XLP | 2,850 | $205 | 12/31/2023 |
Bank of New Hampshire | 2,640 | $202 | 03/31/2024 |
XLP | 2,640 | $202 | 03/31/2024 |
Commonwealth Financial Services LLC | 2,808 | $202 | 12/31/2023 |
XLP | 2,808 | $202 | 12/31/2023 |
Summit Financial Group Inc. | 2,630 | $201 | 03/31/2024 |
XLP | 2,630 | $201 | 03/31/2024 |
HCR Wealth Advisors | 2,778 | $200 | 12/31/2023 |
XLP | 2,778 | $200 | 12/31/2023 |
Howe & Rusling Inc. | 2,653 | $191 | 12/31/2023 |
XLP | 2,653 | $191 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 2,630 | $189 | 12/31/2023 |
XLP | 2,630 | $189 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 2,461 | $188 | 03/31/2024 |
XLP | 2,461 | $188 | 03/31/2024 |
Smartleaf Asset Management LLC | 2,587 | $186 | 12/31/2023 |
XLP | 2,587 | $186 | 12/31/2023 |
First Heartland Consultants Inc. | 2,559 | $184 | 12/31/2023 |
XLP | 2,559 | $184 | 12/31/2023 |
Signaturefd LLC | 2,411 | $174 | 12/31/2023 |
XLP | 2,411 | $174 | 12/31/2023 |
National Bank of Canada FI | 2,289 | $167 | 12/31/2023 |
XLP | 2,289 | $167 | 12/31/2023 |
Orser Capital Management LLC | 2,160 | $165 | 03/31/2024 |
XLP | 2,160 | $165 | 03/31/2024 |
Two Sigma Securities LLC | $165 | 12/31/2023 | |
Put | 10,800 | $778 | 12/31/2023 |
Call | 9,100 | $655 | 12/31/2023 |
XLP | 4,000 | $288 | 12/31/2023 |
Retirement Group LLC | 2,255 | $162 | 12/31/2023 |
XLP | 2,255 | $162 | 12/31/2023 |
CVA Family Office LLC | 2,112 | $161 | 03/31/2024 |
XLP | 2,112 | $161 | 03/31/2024 |
Tsfg LLC | 2,037 | $156 | 03/31/2024 |
XLP | 2,037 | $156 | 03/31/2024 |
City Holding Co. | 2,032 | $155 | 03/31/2024 |
XLP | 2,032 | $155 | 03/31/2024 |
Morgan Dempsey Capital Management LLC | 2,129 | $153 | 12/31/2023 |
XLP | 2,129 | $153 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 1,970 | $142 | 12/31/2023 |
XLP | 1,970 | $142 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 1,923 | $138 | 12/31/2023 |
XLP | 1,923 | $138 | 12/31/2023 |
Ancora Advisors LLC | 1,916 | $138 | 12/31/2023 |
XLP | 1,916 | $138 | 12/31/2023 |
Oakworth Capital Inc. | 1,795 | $137 | 03/31/2024 |
XLP | 1,795 | $137 | 03/31/2024 |
Deutsche Bank AG | 1,896 | $137 | 12/31/2023 |
XLP | 1,896 | $137 | 12/31/2023 |
TD Capital Management LLC | 1,903 | $137 | 12/31/2023 |
XLP | 1,903 | $137 | 12/31/2023 |
Coston McIsaac & Partners | 1,728 | $132 | 03/31/2024 |
XLP | 1,728 | $132 | 03/31/2024 |
Financial Perspectives Inc | 1,690 | $129 | 03/31/2024 |
XLP | 1,690 | $129 | 03/31/2024 |
Vestor Capital LLC | 1,786 | $129 | 12/31/2023 |
XLP | 1,786 | $129 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 1,787 | $129 | 12/31/2023 |
XLP | 1,787 | $129 | 12/31/2023 |
First PREMIER Bank | 1,641 | $126 | 03/31/2024 |
XLP | 1,641 | $126 | 03/31/2024 |
Tompkins Financial Corp | 1,633 | $125 | 03/31/2024 |
XLP | 1,633 | $125 | 03/31/2024 |
Brown Brothers Harriman & Co. | 1,722 | $124 | 12/31/2023 |
XLP | 1,722 | $124 | 12/31/2023 |
Stelac Advisory Services LLC | 1,664 | $120 | 12/31/2023 |
XLP | 1,664 | $120 | 12/31/2023 |
Y.D. More Investments Ltd | 1,635 | $118 | 12/31/2023 |
XLP | 1,635 | $118 | 12/31/2023 |
Nvwm LLC | 1,581 | $114 | 12/31/2023 |
XLP | 1,581 | $114 | 12/31/2023 |
City State Bank | 1,425 | $109 | 03/31/2024 |
XLP | 1,425 | $109 | 03/31/2024 |
Cape Investment Advisory Inc. | 1,468 | $106 | 12/31/2023 |
XLP | 1,468 | $106 | 12/31/2023 |
FinTrust Capital Advisors LLC | 1,443 | $104 | 12/31/2023 |
XLP | 1,443 | $104 | 12/31/2023 |
United Community Bank | 1,388 | $100 | 12/31/2023 |
XLP | 1,388 | $100 | 12/31/2023 |
South State CORP. | 1,371 | $99 | 12/31/2023 |
XLP | 1,371 | $99 | 12/31/2023 |
Dunhill Financial LLC | 1,355 | $98 | 12/31/2023 |
XLP | 1,355 | $98 | 12/31/2023 |
Core Alternative Capital | 1,351 | $97 | 12/31/2023 |
XLP | 1,351 | $97 | 12/31/2023 |
Tortoise Investment Management LLC | 1,300 | $96 | 12/31/2023 |
XLP | 1,300 | $96 | 12/31/2023 |
Long Island Wealth Management Inc. | 1,312 | $95 | 12/31/2023 |
XLP | 1,312 | $95 | 12/31/2023 |
Anchor Investment Management LLC | 1,306 | $94 | 12/31/2023 |
XLP | 1,306 | $94 | 12/31/2023 |
Tradition Wealth Management LLC | 1,300 | $94 | 12/31/2023 |
XLP | 1,300 | $94 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 1,224 | $93 | 03/31/2024 |
XLP | 1,224 | $93 | 03/31/2024 |
WealthCollab LLC | 1,291 | $93 | 12/31/2023 |
XLP | 1,291 | $93 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 1,207 | $92 | 03/31/2024 |
XLP | 1,207 | $92 | 03/31/2024 |
Pinnacle Bank | 1,209 | $92 | 03/31/2024 |
XLP | 1,209 | $92 | 03/31/2024 |
Colonial Trust Co SC | 1,280 | $92 | 12/31/2023 |
XLP | 1,280 | $92 | 12/31/2023 |
Solstein Capital LLC | 1,198 | $91 | 03/31/2024 |
XLP | 1,198 | $91 | 03/31/2024 |
Oak Harbor Wealth Partners LLC | 1,178 | $90 | 03/31/2024 |
XLP | 1,178 | $90 | 03/31/2024 |
Emfo LLC | 1,235 | $89 | 12/31/2023 |
XLP | 1,235 | $89 | 12/31/2023 |
Byrne Asset Management LLC | 1,134 | $87 | 03/31/2024 |
XLP | 1,134 | $87 | 03/31/2024 |
Capital Investment Counsel Inc | 1,200 | $86 | 12/31/2023 |
XLP | 1,200 | $86 | 12/31/2023 |
Sunbelt Securities Inc. | 1,096 | $84 | 03/31/2024 |
XLP | 1,096 | $84 | 03/31/2024 |
Tyler Stone Wealth Management | 1,147 | $83 | 12/31/2023 |
XLP | 1,147 | $83 | 12/31/2023 |
Hallmark Capital Management Inc. | 1,145 | $82 | 12/31/2023 |
XLP | 1,145 | $82 | 12/31/2023 |
Country Trust Bank | 1,062 | $81 | 03/31/2024 |
XLP | 1,062 | $81 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 1,134 | $81 | 12/31/2023 |
XLP | 1,134 | $81 | 12/31/2023 |
Independence Bank of Kentucky | 1,054 | $80 | 03/31/2024 |
XLP | 1,054 | $80 | 03/31/2024 |
Bollard Group LLC | 1,099 | $79 | 12/31/2023 |
XLP | 1,099 | $79 | 12/31/2023 |
Nemes Rush Group LLC | 1,091 | $79 | 12/31/2023 |
XLP | 1,091 | $79 | 12/31/2023 |
Archer Investment Corp | 1,085 | $78 | 12/31/2023 |
XLP | 1,085 | $78 | 12/31/2023 |
Clearstead Advisors LLC | 1,066 | $77 | 12/31/2023 |
XLP | 1,066 | $77 | 12/31/2023 |
HM Payson & Co. | 1,000 | $72 | 12/31/2023 |
XLP | 1,000 | $72 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 935 | $71 | 03/31/2024 |
XLP | 935 | $71 | 03/31/2024 |
Proequities Inc. | 980 | $71 | 12/31/2023 |
XLP | 980 | $71 | 12/31/2023 |
Maryland Capital Advisors Inc. | 900 | $69 | 03/31/2024 |
XLP | 900 | $69 | 03/31/2024 |
Aptus Capital Advisors LLC | 949 | $68 | 12/31/2023 |
XLP | 949 | $68 | 12/31/2023 |
Tidemark LLC | 920 | $66 | 12/31/2023 |
XLP | 920 | $66 | 12/31/2023 |
West Paces Advisors Inc. | 850 | $65 | 03/31/2024 |
XLP | 850 | $65 | 03/31/2024 |
Bartlett & Co. LLC | 885 | $64 | 12/31/2023 |
XLP | 885 | $64 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 885 | $64 | 12/31/2023 |
XLP | 885 | $64 | 12/31/2023 |
Harbor Investment Advisory LLC | 799 | $61 | 03/31/2024 |
XLP | 799 | $61 | 03/31/2024 |
Pittenger & Anderson Inc. | 843 | $61 | 12/31/2023 |
XLP | 843 | $61 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 840 | $61 | 12/31/2023 |
XLP | 840 | $61 | 12/31/2023 |
Caitlin John LLC | 840 | $61 | 12/31/2023 |
XLP | 840 | $61 | 12/31/2023 |
MCF Advisors LLC | 780 | $60 | 03/31/2024 |
XLP | 780 | $60 | 03/31/2024 |
Financial Gravity Asset Management Inc. | 880 | $59 | 12/31/2023 |
XLP | 880 | $59 | 12/31/2023 |
Private Ocean LLC | 758 | $58 | 03/31/2024 |
XLP | 758 | $58 | 03/31/2024 |
First Manhattan Co. | 801 | $58 | 12/31/2023 |
XLP | 801 | $58 | 12/31/2023 |
McClarren Financial Advisors Inc. | 799 | $58 | 12/31/2023 |
XLP | 799 | $58 | 12/31/2023 |
DB Wealth Management Group LLC | 783 | $56 | 12/31/2023 |
XLP | 783 | $56 | 12/31/2023 |
Paladin Advisory Group LLC | 784 | $56 | 12/31/2023 |
XLP | 784 | $56 | 12/31/2023 |
Provident Wealth Management LLC | 721 | $55 | 03/31/2024 |
XLP | 721 | $55 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 755 | $54 | 12/31/2023 |
XLP | 755 | $54 | 12/31/2023 |
Adirondack Trust Co. | 700 | $53 | 03/31/2024 |
XLP | 700 | $53 | 03/31/2024 |
Bangor Savings Bank | 688 | $53 | 03/31/2024 |
XLP | 688 | $53 | 03/31/2024 |
Tanglewood Legacy Advisors LLC | 700 | $53 | 03/31/2024 |
XLP | 700 | $53 | 03/31/2024 |
Atlantic Edge Private Wealth Management LLC | 715 | $52 | 12/31/2023 |
XLP | 715 | $52 | 12/31/2023 |
Indiana Trust & Investment Management CO | 661 | $50 | 03/31/2024 |
XLP | 661 | $50 | 03/31/2024 |
Guardian Wealth Advisors LLC NC | 696 | $50 | 12/31/2023 |
XLP | 696 | $50 | 12/31/2023 |
Atticus Wealth Management LLC | 642 | $49 | 03/31/2024 |
XLP | 642 | $49 | 03/31/2024 |
Crewe Advisors LLC | 683 | $49 | 12/31/2023 |
XLP | 683 | $49 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 677 | $49 | 12/31/2023 |
XLP | 677 | $49 | 12/31/2023 |
WealthShield Partners LLC | 650 | $47 | 12/31/2023 |
XLP | 650 | $47 | 12/31/2023 |
Barrett & Company Inc. | 600 | $46 | 03/31/2024 |
XLP | 600 | $46 | 03/31/2024 |
UMB Bank N A MO | 627 | $45 | 12/31/2023 |
XLP | 627 | $45 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 618 | $45 | 12/31/2023 |
XLP | 618 | $45 | 12/31/2023 |
Armor Investment Advisors LLC | 573 | $44 | 03/31/2024 |
XLP | 573 | $44 | 03/31/2024 |
Mather Group LLC. | 593 | $43 | 03/31/2024 |
XLP | 593 | $43 | 03/31/2024 |
Davis Capital Management | 565 | $43 | 03/31/2024 |
XLP | 565 | $43 | 03/31/2024 |
Valley National Advisers Inc. | 562 | $42 | 03/31/2024 |
XLP | 562 | $42 | 03/31/2024 |
Cornerstone Planning Group LLC | 582 | $42 | 12/31/2023 |
XLP | 582 | $42 | 12/31/2023 |
Beacon Capital Management LLC | 617 | $42 | 12/31/2023 |
XLP | 617 | $42 | 12/31/2023 |
Farther Finance Advisors LLC | 580 | $42 | 12/31/2023 |
XLP | 580 | $42 | 12/31/2023 |
Frazier Financial Advisors LLC | 560 | $40 | 12/31/2023 |
XLP | 560 | $40 | 12/31/2023 |
Avalon Trust Co | 540 | $39 | 12/31/2023 |
XLP | 540 | $39 | 12/31/2023 |
Founders Financial Alliance LLC | 530 | $38 | 12/31/2023 |
XLP | 530 | $38 | 12/31/2023 |
Missouri Trust & Investment Co | 525 | $38 | 12/31/2023 |
XLP | 525 | $38 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 454 | $35 | 03/31/2024 |
XLP | 454 | $35 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 463 | $35 | 03/31/2024 |
XLP | 463 | $35 | 03/31/2024 |
Ameritas Investment Partners Inc. | 488 | $35 | 12/31/2023 |
XLP | 488 | $35 | 12/31/2023 |
Tower View Investment Management & Research LLC | 484 | $35 | 12/31/2023 |
XLP | 484 | $35 | 12/31/2023 |
Resurgent Financial Advisors LLC | 490 | $35 | 12/31/2023 |
XLP | 490 | $35 | 12/31/2023 |
Duncker Streett & Co. Inc. | 428 | $33 | 03/31/2024 |
XLP | 428 | $33 | 03/31/2024 |
PSI Advisors LLC | 438 | $33 | 03/31/2024 |
XLP | 438 | $33 | 03/31/2024 |
IAG Wealth Partners LLC | 430 | $33 | 03/31/2024 |
XLP | 430 | $33 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 450 | $32 | 12/31/2023 |
XLP | 450 | $32 | 12/31/2023 |
Pacific Center for Financial Services | 439 | $32 | 12/31/2023 |
XLP | 439 | $32 | 12/31/2023 |
Rice Partnership LLC | 446 | $32 | 12/31/2023 |
XLP | 446 | $32 | 12/31/2023 |
Aspire Private Capital LLC | 411 | $31 | 03/31/2024 |
XLP | 411 | $31 | 03/31/2024 |
Creative Capital Management Investments LLC | 406 | $31 | 03/31/2024 |
XLP | 406 | $31 | 03/31/2024 |
Prestige Wealth Management Group LLC | 426 | $31 | 12/31/2023 |
XLP | 426 | $31 | 12/31/2023 |
Mascoma Wealth Management LLC | 415 | $30 | 12/31/2023 |
XLP | 415 | $30 | 12/31/2023 |
Founders Capital Management | 379 | $29 | 03/31/2024 |
XLP | 379 | $29 | 03/31/2024 |
Park Place Capital Corp | 385 | $29 | 03/31/2024 |
XLP | 385 | $29 | 03/31/2024 |
Vima LLC | 400 | $29 | 12/31/2023 |
XLP | 400 | $29 | 12/31/2023 |
First Command Advisory Services Inc. | 390 | $28 | 12/31/2023 |
XLP | 390 | $28 | 12/31/2023 |
Key Financial Inc | 392 | $28 | 12/31/2023 |
XLP | 392 | $28 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 386 | $28 | 12/31/2023 |
XLP | 386 | $28 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 362 | $27 | 03/31/2024 |
XLP | 362 | $27 | 03/31/2024 |
Spartan Planning & Wealth Management | 381 | $27 | 12/31/2023 |
XLP | 381 | $27 | 12/31/2023 |
Phillips Financial Management LLC | 330 | $25 | 03/31/2024 |
XLP | 330 | $25 | 03/31/2024 |
Biltmore Family Office LLC | 350 | $25 | 12/31/2023 |
XLP | 350 | $25 | 12/31/2023 |
Operose Advisors LLC | 348 | $25 | 12/31/2023 |
XLP | 348 | $25 | 12/31/2023 |
Lindbrook Capital LLC | 310 | $24 | 03/31/2024 |
XLP | 310 | $24 | 03/31/2024 |
Rockbridge Investment Management LCC | 329 | $24 | 12/31/2023 |
XLP | 329 | $24 | 12/31/2023 |
LM Advisors LLC | 334 | $24 | 12/31/2023 |
XLP | 334 | $24 | 12/31/2023 |
Avion Wealth | 315 | $23 | 12/31/2023 |
XLP | 315 | $23 | 12/31/2023 |
Bellevue Asset Management LLC | 324 | $23 | 12/31/2023 |
XLP | 324 | $23 | 12/31/2023 |
Mark Sheptoff Financial Planning LLC | 300 | $22 | 12/31/2023 |
XLP | 300 | $22 | 12/31/2023 |
Asset Dedication LLC | 279 | $21 | 03/31/2024 |
XLP | 279 | $21 | 03/31/2024 |
Northwest Capital Management Inc | 274 | $21 | 03/31/2024 |
XLP | 274 | $21 | 03/31/2024 |
Piscataqua Savings Bank | 275 | $21 | 03/31/2024 |
XLP | 275 | $21 | 03/31/2024 |
Sawyer & Company Inc | 259 | $20 | 03/31/2024 |
XLP | 259 | $20 | 03/31/2024 |
DAGCO Inc. | 272 | $20 | 12/31/2023 |
XLP | 272 | $20 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 272 | $20 | 12/31/2023 |
XLP | 272 | $20 | 12/31/2023 |
Strengthening Families & Communities LLC | 273 | $20 | 12/31/2023 |
XLP | 273 | $20 | 12/31/2023 |
Tucker Asset Management LLC | 265 | $19 | 12/31/2023 |
XLP | 265 | $19 | 12/31/2023 |
Register Financial Advisors LLC | 231 | $18 | 03/31/2024 |
XLP | 231 | $18 | 03/31/2024 |
EverSource Wealth Advisors LLC | 244 | $18 | 12/31/2023 |
XLP | 244 | $18 | 12/31/2023 |
Sage Mountain Advisors LLC | 223 | $17 | 03/31/2024 |
XLP | 223 | $17 | 03/31/2024 |
Spectrum Wealth Counsel LLC | 221 | $16 | 12/31/2023 |
XLP | 221 | $16 | 12/31/2023 |
Friedenthal Financial | 179 | $14 | 03/31/2024 |
XLP | 179 | $14 | 03/31/2024 |
Delta Asset Management LLC TN | 191 | $14 | 12/31/2023 |
XLP | 191 | $14 | 12/31/2023 |
Oxford Financial Group Ltd. | 188 | $14 | 12/31/2023 |
XLP | 188 | $14 | 12/31/2023 |
Game Plan Financial Advisors LLC | 168 | $13 | 03/31/2024 |
XLP | 168 | $13 | 03/31/2024 |
Ronald Blue Trust Inc. | 194 | $13 | 12/31/2023 |
XLP | 194 | $13 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 162 | $12 | 12/31/2023 |
XLP | 162 | $12 | 12/31/2023 |
Salem Investment Counselors Inc. | 140 | $11 | 03/31/2024 |
XLP | 140 | $11 | 03/31/2024 |
PFS Partners LLC | 141 | $11 | 03/31/2024 |
XLP | 141 | $11 | 03/31/2024 |
Investors Research Corp | 156 | $11 | 12/31/2023 |
XLP | 156 | $11 | 12/31/2023 |
Provence Wealth Management Group | 155 | $11 | 12/31/2023 |
XLP | 155 | $11 | 12/31/2023 |
Union Savings Bank | 150 | $11 | 12/31/2023 |
XLP | 150 | $11 | 12/31/2023 |
Pacifica Partners Inc. | 130 | $10 | 03/31/2024 |
XLP | 130 | $10 | 03/31/2024 |
Peoples Financial Services CORP. | 119 | $9 | 03/31/2024 |
XLP | 119 | $9 | 03/31/2024 |
Future Financial Wealth Managment LLC | 120 | $9 | 03/31/2024 |
XLP | 120 | $9 | 03/31/2024 |
Financial Freedom LLC | 118 | $9 | 03/31/2024 |
XLP | 118 | $9 | 03/31/2024 |
Voisard Asset Management Group Inc. | 117 | $9 | 03/31/2024 |
XLP | 117 | $9 | 03/31/2024 |
JNBA Financial Advisors | 123 | $9 | 12/31/2023 |
XLP | 123 | $9 | 12/31/2023 |
SRS Capital Advisors Inc. | 125 | $9 | 12/31/2023 |
XLP | 125 | $9 | 12/31/2023 |
AlphaCore Capital LLC | 129 | $9 | 12/31/2023 |
XLP | 129 | $9 | 12/31/2023 |
Concord Wealth Partners | 120 | $9 | 12/31/2023 |
XLP | 120 | $9 | 12/31/2023 |
Smithfield Trust Co. | 117 | $8 | 12/31/2023 |
XLP | 117 | $8 | 12/31/2023 |
Rogco LP | 105 | $8 | 12/31/2023 |
XLP | 105 | $8 | 12/31/2023 |
JJJ Advisors Inc. | 91 | $7 | 03/31/2024 |
XLP | 91 | $7 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 100 | $7 | 12/31/2023 |
XLP | 100 | $7 | 12/31/2023 |
Lee Financial Co | 98 | $7 | 12/31/2023 |
XLP | 98 | $7 | 12/31/2023 |
Parkside Financial Bank & Trust | 93 | $7 | 12/31/2023 |
XLP | 93 | $7 | 12/31/2023 |
Scarborough Advisors LLC | 104 | $7 | 12/31/2023 |
XLP | 104 | $7 | 12/31/2023 |
New Republic Capital LLC | 95 | $7 | 12/31/2023 |
XLP | 95 | $7 | 12/31/2023 |
Livelsberger Financial Advisory | 100 | $7 | 12/31/2023 |
XLP | 100 | $7 | 12/31/2023 |
Signature Resources Capital Management LLC | 80 | $6 | 03/31/2024 |
XLP | 80 | $6 | 03/31/2024 |
JDM Financial Group LLC | 84 | $6 | 12/31/2023 |
XLP | 84 | $6 | 12/31/2023 |
Impact Partnership Wealth LLC | 90 | $6 | 12/31/2023 |
XLP | 90 | $6 | 12/31/2023 |
Gold Investment Management Ltd. | 84 | $6 | 12/31/2023 |
XLP | 84 | $6 | 12/31/2023 |
ST Germain D J Co. Inc. | 65 | $5 | 03/31/2024 |
XLP | 65 | $5 | 03/31/2024 |
Mendota Financial Group LLC | 65 | $5 | 03/31/2024 |
XLP | 65 | $5 | 03/31/2024 |
Resources Management Corp CT ADV | 72 | $5 | 12/31/2023 |
XLP | 72 | $5 | 12/31/2023 |
Arvest Investments Inc. | 51 | $4 | 03/31/2024 |
XLP | 51 | $4 | 03/31/2024 |
Global Trust Asset Management LLC | 53 | $4 | 03/31/2024 |
XLP | 53 | $4 | 03/31/2024 |
Compass Wealth Management LLC | 48 | $4 | 03/31/2024 |
XLP | 48 | $4 | 03/31/2024 |
Logan Capital Management Inc. | 49 | $4 | 12/31/2023 |
XLP | 49 | $4 | 12/31/2023 |
Richard Bernstein Advisors LLC | 50 | $4 | 12/31/2023 |
XLP | 50 | $4 | 12/31/2023 |
Cedar Wealth Management LLC | 50 | $4 | 12/31/2023 |
XLP | 50 | $4 | 12/31/2023 |
Silicon Valley Capital Partners | 56 | $4 | 12/31/2023 |
XLP | 56 | $4 | 12/31/2023 |
Covestor Ltd | 62 | $4 | 12/31/2023 |
XLP | 62 | $4 | 12/31/2023 |
Nordwand Advisors LLC | 50 | $4 | 12/31/2023 |
XLP | 50 | $4 | 12/31/2023 |
Northwest Financial Advisors | 60 | $4 | 12/31/2023 |
XLP | 60 | $4 | 12/31/2023 |
SJS Investment Consulting Inc. | 33 | $3 | 03/31/2024 |
XLP | 33 | $3 | 03/31/2024 |
Toronto Dominion Bank | 40 | $3 | 12/31/2023 |
XLP | 40 | $3 | 12/31/2023 |
Evermay Wealth Management LLC | 35 | $3 | 12/31/2023 |
XLP | 35 | $3 | 12/31/2023 |
Pin Oak Investment Advisors Inc. | 41 | $3 | 12/31/2023 |
XLP | 41 | $3 | 12/31/2023 |
Macroview Investment Management LLC | 38 | $3 | 12/31/2023 |
XLP | 38 | $3 | 12/31/2023 |
Eukles Asset Management | 39 | $3 | 12/31/2023 |
XLP | 39 | $3 | 12/31/2023 |
Cypress Capital Management LLC WY | 40 | $3 | 12/31/2023 |
XLP | 40 | $3 | 12/31/2023 |
Glassman Wealth Services | 47 | $3 | 12/31/2023 |
XLP | 47 | $3 | 12/31/2023 |
Cardiff Park Advisors LLC | 46 | $3 | 12/31/2023 |
XLP | 46 | $3 | 12/31/2023 |
Raleigh Capital Management Inc. | 40 | $3 | 12/31/2023 |
XLP | 40 | $3 | 12/31/2023 |
MGB Wealth Management LLC | 40 | $3 | 12/31/2023 |
XLP | 40 | $3 | 12/31/2023 |
Cranbrook Wealth Management LLC | 26 | $2 | 03/31/2024 |
XLP | 26 | $2 | 03/31/2024 |
Bluefin Capital Management LLC | $2 | 12/31/2023 | |
Call | 22,800 | $2 | 12/31/2023 |
Truvestments Capital LLC | 33 | $2 | 12/31/2023 |
XLP | 33 | $2 | 12/31/2023 |
Citizens National Bank Trust Department | 25 | $2 | 12/31/2023 |
XLP | 25 | $2 | 12/31/2023 |
EdgeRock Capital LLC | 21 | $2 | 12/31/2023 |
XLP | 21 | $2 | 12/31/2023 |
Angeles Wealth Management LLC | 27 | $2 | 12/31/2023 |
XLP | 27 | $2 | 12/31/2023 |
Financial Advisory Service Inc. | 20 | $1 | 12/31/2023 |
XLP | 20 | $1 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 10 | $1 | 12/31/2023 |
XLP | 10 | $1 | 12/31/2023 |
DecisionPoint Financial LLC | 20 | $1 | 12/31/2023 |
XLP | 20 | $1 | 12/31/2023 |
Family Asset Management LLC | 13 | $1 | 12/31/2023 |
XLP | 13 | $1 | 12/31/2023 |
Pineridge Advisors LLC | 17 | $1 | 12/31/2023 |
XLP | 17 | $1 | 12/31/2023 |
GoalVest Advisory LLC | 2 | $0 | 03/31/2024 |
XLP | 2 | $0 | 03/31/2024 |
Global Wealth Strategies & Associates | 4 | $0 | 03/31/2024 |
XLP | 4 | $0 | 03/31/2024 |
Hollencrest Capital Management | 3 | $0 | 12/31/2023 |
XLP | 3 | $0 | 12/31/2023 |
Focused Wealth Management Inc | 5 | $0 | 12/31/2023 |
XLP | 5 | $0 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 5 | $0 | 12/31/2023 |
XLP | 5 | $0 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 0 | $0 | 12/31/2023 |
XLP | 0 | $0 | 12/31/2023 |
Centerpoint Advisors LLC | 1 | $0 | 12/31/2023 |
XLP | 1 | $0 | 12/31/2023 |
Planned Solutions Inc. | 1 | $0 | 12/31/2023 |
XLP | 1 | $0 | 12/31/2023 |
HAP Trading LLC | $-5 | 12/31/2023 | |
Put | 15,400 | $5 | 12/31/2023 |
Cibc World Markets Corp | $-31 | 12/31/2023 | |
Put | 8,847 | $560 | 12/31/2023 |
Call | 8,347 | $529 | 12/31/2023 |
Nomura Holdings Inc. | $-252 | 12/31/2023 | |
Put | 188,700 | $13,592 | 12/31/2023 |
Call | 185,200 | $13,340 | 12/31/2023 |
Wolverine Trading LLC | $-1,621 | 12/31/2023 | |
Put | 286,400 | $20,629 | 12/31/2023 |
Call | 181,400 | $13,066 | 12/31/2023 |
XLP | 82,489 | $5,942 | 12/31/2023 |
Point72 Middle East FZE | $-2,096 | 12/31/2023 | |
Put | 47,200 | $3,400 | 12/31/2023 |
Call | 18,100 | $1,304 | 12/31/2023 |
Prelude Capital Management LLC | $-3,623 | 12/31/2023 | |
Put | 50,300 | $3,623 | 12/31/2023 |
GTS Securities LLC | $-5,826 | 12/31/2023 | |
Put | 275,100 | $19,815 | 12/31/2023 |
Call | 113,500 | $8,175 | 12/31/2023 |
XLP | 80,746 | $5,814 | 12/31/2023 |
Capital Fund Management S.A. | $-11,229 | 12/31/2023 | |
Put | 881,000 | $63,458 | 12/31/2023 |
Call | 725,100 | $52,229 | 12/31/2023 |
Balyasny Asset Management LLC | $-11,655 | 12/31/2023 | |
Put | 447,600 | $32,241 | 12/31/2023 |
Call | 285,800 | $20,586 | 12/31/2023 |
LMR Partners LLP | $-14,163 | 12/31/2023 | |
Put | 196,700 | $14,168 | 12/31/2023 |
XLP | 67 | $5 | 12/31/2023 |
Marshall Wace LLP | $-15,062 | 12/31/2023 | |
Put | 608,700 | $43,845 | 12/31/2023 |
Call | 395,800 | $28,509 | 12/31/2023 |
XLP | 3,800 | $274 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $-34,441 | 12/31/2023 | |
Put | 1,126,800 | $81,163 | 12/31/2023 |
Call | 550,800 | $39,674 | 12/31/2023 |
XLP | 97,855 | $7,048 | 12/31/2023 |
Optiver Holding B.V. | $-34,952 | 12/31/2023 | |
Put | 6,529,400 | $408,760 | 12/31/2023 |
Call | 6,119,300 | $373,605 | 12/31/2023 |
XLP | 2,819 | $203 | 12/31/2023 |
Susquehanna International Group LLP | $-48,104 | 12/31/2023 | |
Put | 3,613,400 | $260,273 | 12/31/2023 |
XLP | 1,568,672 | $112,991 | 12/31/2023 |
Call | 1,376,900 | $99,178 | 12/31/2023 |
One River Asset Management LLC | 15,234 | $-49,136 | 12/31/2023 |
Put | 902,600 | $65,014 | 12/31/2023 |
Call | 205,200 | $14,781 | 12/31/2023 |
XLP | 15,234 | $1,097 | 12/31/2023 |
See Summary: Institutional Holders of XLP
See Details: Top 10 Hedge Funds Holding XLP
Also See: XLP Holdings Changes
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