HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing XLF Share Count | ||||
| Quattro Financial Advisors LLC | 38 | 50,206 | +50,168 | +132021.05% |
| McElhenny Sheffield Capital Management LLC | 7,510 | 370,441 | +362,931 | +4832.64% |
| Global Assets Advisory LLC | 18,631 | 781,597 | +762,966 | +4095.14% |
| Sound Income Strategies LLC | 552 | 12,215 | +11,663 | +2112.86% |
| Occidental Asset Management LLC | 10,349 | 158,026 | +147,677 | +1426.97% |
| Ayalon Holdings Ltd. | 24,703 | 249,871 | +225,168 | +911.50% |
| Triumph Capital Management | 5,544 | 38,286 | +32,742 | +590.58% |
| Park Avenue Securities LLC | 74,771 | 332,450 | +257,679 | +344.62% |
| Financial Management Professionals Inc. | 874 | 2,761 | +1,887 | +215.90% |
| Aurum Wealth Management Group LLC | 7,941 | 21,287 | +13,346 | +168.06% |
| Wesbanco Bank Inc. | 20,963 | 51,516 | +30,553 | +145.75% |
| Raymond James & Associates | 3,072,384 | 7,034,958 | +3,962,574 | +128.97% |
| Procyon Private Wealth Partners LLC | 10,758 | 24,120 | +13,362 | +124.21% |
| RFG Advisory LLC | 55,168 | 113,674 | +58,506 | +106.05% |
| Hennion & Walsh Asset Management Inc. | 6,249 | 12,476 | +6,227 | +99.65% |
| PFG Investments LLC | 13,670 | 26,071 | +12,401 | +90.72% |
| Allworth Financial LP | 52,368 | 94,776 | +42,408 | +80.98% |
| Independence Bank of Kentucky | 1,070 | 1,879 | +809 | +75.61% |
| Dakota Wealth Management | 427,373 | 731,872 | +304,499 | +71.25% |
| Venturi Wealth Management LLC | 70,508 | 115,502 | +44,994 | +63.81% |
| Win Advisors Inc. | 45,588 | 70,872 | +25,284 | +55.46% |
| Armor Investment Advisors LLC | 666 | 978 | +312 | +46.85% |
| Donald L. Hagan LLC | 48,748 | 71,147 | +22,399 | +45.95% |
| Accel Wealth Management | 20,559 | 29,366 | +8,807 | +42.84% |
| Raymond James Trust N.A. | 53,305 | 74,687 | +21,382 | +40.11% |
| Congress Wealth Management LLC DE | 2,070,220 | 2,880,327 | +810,107 | +39.13% |
| Atlas Capital Advisors LLC | 212,762 | 295,269 | +82,507 | +38.78% |
| Register Financial Advisors LLC | 5,278 | 7,325 | +2,047 | +38.78% |
| Center for Financial Planning Inc. | 525 | 725 | +200 | +38.10% |
| CenterStar Asset Management LLC | 23,486 | 32,303 | +8,817 | +37.54% |
| Founders Financial Securities LLC | 159,514 | 216,079 | +56,565 | +35.46% |
| Parsons Capital Management Inc. RI | 5,485 | 7,337 | +1,852 | +33.76% |
| Teamwork Financial Advisors LLC | 15,580 | 20,691 | +5,111 | +32.80% |
| Ausdal Financial Partners Inc. | 23,166 | 30,311 | +7,145 | +30.84% |
| Fulcrum Equity Management | 15,280 | 19,921 | +4,641 | +30.37% |
| Signal Advisors Wealth LLC | 22,517 | 29,062 | +6,545 | +29.07% |
| CWM LLC | 692,086 | 891,683 | +199,597 | +28.84% |
| Coastal Investment Advisors Inc. | 79,402 | 101,230 | +21,828 | +27.49% |
| O ROURKE & COMPANY Inc | 11,464 | 14,463 | +2,999 | +26.16% |
| Harbor Investment Advisory LLC | 2,266 | 2,848 | +582 | +25.68% |
| Claro Advisors LLC | 12,312 | 15,176 | +2,864 | +23.26% |
| Lake Street Financial LLC | 10,787 | 13,220 | +2,433 | +22.55% |
| CHURCHILL MANAGEMENT Corp | 7,089,804 | 8,632,444 | +1,542,640 | +21.76% |
| Kennicott Capital Management LLC | 56,466 | 68,714 | +12,248 | +21.69% |
| Newbridge Financial Services Group Inc. | 21,711 | 26,103 | +4,392 | +20.23% |
| Ehrlich Financial Group | 8,014 | 9,602 | +1,588 | +19.82% |
| Summit Financial Group Inc. | 33,620 | 39,985 | +6,365 | +18.93% |
| Evolution Wealth Advisors LLC | 423,975 | 503,404 | +79,429 | +18.73% |
| Premier Path Wealth Partners LLC | 195,777 | 231,172 | +35,395 | +18.08% |
| Toth Financial Advisory Corp | 142,356 | 165,314 | +22,958 | +16.13% |
| Activest Wealth Management | 35,606 | 41,054 | +5,448 | +15.30% |
| Whalen Wealth Management Inc. | 5,396 | 6,213 | +817 | +15.14% |
| Panoramic Investment Advisors LLC | 5,403 | 6,161 | +758 | +14.03% |
| Byrne Asset Management LLC | 2,971 | 3,376 | +405 | +13.63% |
| International Assets Investment Management LLC | 45,345 | 51,417 | +6,072 | +13.39% |
| SeaCrest Wealth Management LLC | 24,958 | 28,212 | +3,254 | +13.04% |
| Daymark Wealth Partners LLC | 6,007 | 6,761 | +754 | +12.55% |
| Bfsg LLC | 68,496 | 76,487 | +7,991 | +11.67% |
| Atticus Wealth Management LLC | 14,188 | 15,817 | +1,629 | +11.48% |
| Indiana Trust & Investment Management CO | 2,018 | 2,244 | +226 | +11.20% |
| Stratos Wealth Advisors LLC | 31,161 | 34,588 | +3,427 | +11.00% |
| Keel Point LLC | 78,132 | 86,671 | +8,539 | +10.93% |
| Financial Advisory Corp UT ADV | 43,359 | 47,867 | +4,508 | +10.40% |
| Breakwater Capital Group | 18,263 | 20,057 | +1,794 | +9.82% |
| Cambridge Investment Research Advisors Inc. | 979,788 | 1,075,100 | +95,312 | +9.73% |
| Essex Financial Services Inc. | 28,406 | 31,080 | +2,674 | +9.41% |
| Massachusetts Wealth Management | 50,535 | 55,216 | +4,681 | +9.26% |
| Channel Wealth LLC | 8,671 | 9,472 | +801 | +9.24% |
| Bristlecone Advisors LLC | 11,015 | 12,015 | +1,000 | +9.08% |
| Ashton Thomas Private Wealth LLC | 231,342 | 251,274 | +19,932 | +8.62% |
| Calton & Associates Inc. | 21,248 | 23,068 | +1,820 | +8.57% |
| Carmichael Hill & Associates Inc. | 11,265 | 12,211 | +946 | +8.40% |
| WESPAC Advisors SoCal LLC | 28,067 | 30,417 | +2,350 | +8.37% |
| Oxinas Partners Wealth Management LLC | 34,787 | 37,695 | +2,908 | +8.36% |
| Matthew Goff Investment Advisor LLC | 119,195 | 129,049 | +9,854 | +8.27% |
| Hartford Financial Management Inc. | 2,600 | 2,812 | +212 | +8.15% |
| Founders Capital Management | 873 | 944 | +71 | +8.13% |
| GenTrust LLC | 57,262 | 61,802 | +4,540 | +7.93% |
| Natixis Advisors L.P. | 26,541 | 28,563 | +2,022 | +7.62% |
| Strategies Wealth Advisors LLC | 6,714 | 7,183 | +469 | +6.99% |
| Colton Groome Financial Advisors LLC | 45,545 | 48,695 | +3,150 | +6.92% |
| Chicago Partners Investment Group LLC | 6,028 | 6,443 | +415 | +6.88% |
| Cooksen Wealth LLC | 85,167 | 90,996 | +5,829 | +6.84% |
| Financial Freedom LLC | 74,329 | 79,148 | +4,819 | +6.48% |
| Wealthfront Advisers LLC | 46,289 | 49,234 | +2,945 | +6.36% |
| Carr Financial Group Corp | 6,283 | 6,682 | +399 | +6.35% |
| Narus Financial Partners LLC | 36,283 | 38,573 | +2,290 | +6.31% |
| Stockman Wealth Management Inc. | 105,895 | 112,083 | +6,188 | +5.84% |
| Grassi Investment Management | 12,007 | 12,697 | +690 | +5.75% |
| Smith Chas P & Associates PA Cpas | 8,280 | 8,750 | +470 | +5.68% |
| Gradient Investments LLC | 7,707 | 8,130 | +423 | +5.49% |
| Brookstone Capital Management | 28,325 | 29,867 | +1,542 | +5.44% |
| Pallas Capital Advisors LLC | 177,482 | 186,551 | +9,069 | +5.11% |
| Raymond James Financial Services Advisors Inc. | 2,652,337 | 2,786,451 | +134,114 | +5.06% |
| Sage Mountain Advisors LLC | 3,921 | 4,101 | +180 | +4.59% |
| Flagship Harbor Advisors LLC | 85,378 | 89,100 | +3,722 | +4.36% |
| Long Run Wealth Advisors LLC | 212,447 | 221,046 | +8,599 | +4.05% |
| Constitution Capital LLC | 17,034 | 17,684 | +650 | +3.82% |
| Wealthstar Advisors LLC | 11,826 | 12,276 | +450 | +3.81% |
| Fifth Third Securities Inc. | 362,198 | 375,888 | +13,690 | +3.78% |
| Cornerstone Wealth Management LLC | 65,073 | 67,517 | +2,444 | +3.76% |
| Paragon Financial Partners Inc. | 68,876 | 71,460 | +2,584 | +3.75% |
| N.E.W. Advisory Services LLC | 17,251 | 17,848 | +597 | +3.46% |
| American Institute for Advanced Investment Management LLP | 14,270 | 14,755 | +485 | +3.40% |
| Aurora Private Wealth Inc. | 8,726 | 8,998 | +272 | +3.12% |
| Steele Capital Management Inc. | 17,069 | 17,569 | +500 | +2.93% |
| Westbourne Investment Advisors Inc. | 21,048 | 21,599 | +551 | +2.62% |
| Accurate Wealth Management LLC | 146,608 | 150,291 | +3,683 | +2.51% |
| KWB Wealth | 10,436 | 10,695 | +259 | +2.48% |
| Financial Synergies Wealth Advisors Inc. | 657 | 672 | +15 | +2.28% |
| DLK Investment Management LLC | 6,138 | 6,273 | +135 | +2.20% |
| Bank of New York Mellon Corp | 91,646 | 93,625 | +1,979 | +2.16% |
| Global Retirement Partners LLC | 80,978 | 82,642 | +1,664 | +2.05% |
| Apexium Financial LP | 42,521 | 43,347 | +826 | +1.94% |
| Krilogy Financial LLC | 368,948 | 376,087 | +7,139 | +1.93% |
| Adirondack Trust Co. | 14,136 | 14,386 | +250 | +1.77% |
| Kaydan Wealth Management Inc. | 11,992 | 12,197 | +205 | +1.71% |
| Rise Advisors LLC | 183,779 | 186,852 | +3,073 | +1.67% |
| Petredis Investment Advisors LLC | 1,541,309 | 1,566,554 | +25,245 | +1.64% |
| Verdence Capital Advisors LLC | 14,336 | 14,565 | +229 | +1.60% |
| Southland Equity Partners LLC | 7,057 | 7,168 | +111 | +1.57% |
| LifePro Asset Management | 11,239 | 11,385 | +146 | +1.30% |
| Financial Enhancement Group LLC | 237,797 | 240,608 | +2,811 | +1.18% |
| Falcon Wealth Planning | 19,120 | 19,337 | +217 | +1.13% |
| Charter Trust Co. | 423,638 | 427,890 | +4,252 | +1.00% |
| Zullo Investment Group Inc. | 103,764 | 104,738 | +974 | +0.94% |
| West Financial Advisors LLC | 54,817 | 55,322 | +505 | +0.92% |
| MTM Investment Management LLC | 37,251 | 37,583 | +332 | +0.89% |
| Clay Northam Wealth Management LLC | 11,735 | 11,817 | +82 | +0.70% |
| Spire Wealth Management | 851,212 | 855,907 | +4,695 | +0.55% |
| PFS Partners LLC | 142,871 | 143,574 | +703 | +0.49% |
| First Citizens Bank & Trust Co. | 8,710 | 8,750 | +40 | +0.46% |
| KG&L Capital Management LLC | 21,278 | 21,374 | +96 | +0.45% |
| Brown Advisory Inc. | 84,127 | 84,499 | +372 | +0.44% |
| Hudson Valley Investment Advisors Inc. ADV | 195,356 | 196,193 | +837 | +0.43% |
| IMZ Advisory Inc | 441,522 | 443,391 | +1,869 | +0.42% |
| ST Germain D J Co. Inc. | 2,413 | 2,423 | +10 | +0.41% |
| WFA Asset Management Corp | 997 | 1,001 | +4 | +0.40% |
| GHP Investment Advisors Inc. | 518 | 520 | +2 | +0.39% |
| Rebalance LLC | 16,222 | 16,282 | +60 | +0.37% |
| Clarity Capital Advisors LLC | 6,502 | 6,526 | +24 | +0.37% |
| ZRC Wealth Management LLC | 1,940 | 1,947 | +7 | +0.36% |
| Gerber LLC | 9,091 | 9,121 | +30 | +0.33% |
| Boltwood Capital Management | 47,745 | 47,895 | +150 | +0.31% |
| Core Wealth Partners LLC | 6,621 | 6,639 | +18 | +0.27% |
| SOA Wealth Advisors LLC. | 19,303 | 19,353 | +50 | +0.26% |
| Windsor Capital Management LLC | 51,307 | 51,433 | +126 | +0.25% |
| Mcdonald Partners LLC | 12,659 | 12,688 | +29 | +0.23% |
| Ironwood Wealth Management Inc. | 95,241 | 95,463 | +222 | +0.23% |
| Allen Mooney & Barnes Investment Advisors LLC | 11,284 | 11,310 | +26 | +0.23% |
| Wagner Wealth Management LLC | 1,011 | 1,013 | +2 | +0.20% |
| Herbst Group LLC | 24,985 | 25,032 | +47 | +0.19% |
| Powell Investment Advisors LLC | 15,957 | 15,976 | +19 | +0.12% |
| Investment Advisory Services Inc. TX ADV | 8,039 | 8,047 | +8 | +0.10% |
| Private Trust Co. NA | 38,670 | 38,709 | +39 | +0.10% |
| WBH Advisory Inc. | 259,710 | 259,939 | +229 | +0.09% |
| Wedmont Private Capital | 25,900 | 25,923 | +23 | +0.09% |
| Duncker Streett & Co. Inc. | 7,949 | 7,953 | +4 | +0.05% |
| Means Investment CO. Inc. | 11,267 | 11,271 | +4 | +0.04% |
| Sage Capital Advisors llc | 8,169 | 8,172 | +3 | +0.04% |
| LongView Wealth Management | 7,306 | 7,309 | +3 | +0.04% |
| WASHINGTON TRUST Co | 95,409 | 95,435 | +26 | +0.03% |
| Kathleen S. Wright Associates Inc. | 15,032 | 15,037 | +5 | +0.03% |
| Main Street Financial Solutions LLC | 6,169 | 6,170 | +1 | +0.02% |
| TruWealth Advisors LLC | 12,389 | 12,391 | +2 | +0.02% |
| Tempus Wealth Planning LLC | 11,190 | 11,191 | +1 | +0.01% |
| 13F Filers Reporting New Positions In XLF | ||||
| Cedar Mountain Advisors LLC | 0 | 0 | UNCH | 100% |
| Wiley BROS. Aintree Capital LLC | 0 | 5,850 | +5,850 | +100% |
| Godsey & Gibb Associates | 0 | 564 | +564 | +100% |
| Birinyi Associates Inc. | 0 | 46,160 | +46,160 | +100% |
| Grimes & Company Inc. | 0 | 352,196 | +352,196 | +100% |
| First National Bank of Mount Dora Trust Investment Services | 0 | 5,316 | +5,316 | +100% |
| IMC Chicago LLC | 0 | 13,603 | +13,603 | +100% |
| Mesirow Financial Investment Management Inc. | 0 | 31,649 | +31,649 | +100% |
| Cutler Group LP | 0 | 11,907 | +11,907 | +100% |
| Pachira Investments Inc. | 0 | 6,943 | +6,943 | +100% |
| SignalPoint Asset Management LLC | 0 | 5,148 | +5,148 | +100% |
| Pure Financial Advisors Inc. | 0 | 7,320 | +7,320 | +100% |
| Tradewinds Capital Management LLC | 0 | 706,060 | +706,060 | +100% |
| Richardson Capital Management LLC | 0 | 8,944 | +8,944 | +100% |
| Clarius Group LLC | 0 | 6,550 | +6,550 | +100% |
| Symmetry Partners LLC | 0 | 35,690 | +35,690 | +100% |
| Aua Capital Management LLC | 0 | 5,154 | +5,154 | +100% |
| Measured Wealth Private Client Group LLC | 0 | 5,764 | +5,764 | +100% |
| Gradient Capital Advisors LLC | 0 | 5,197 | +5,197 | +100% |
| Winthrop Advisory Group LLC | 0 | 5,159 | +5,159 | +100% |
| All Season Financial Advisors Inc. | 0 | 12,446 | +12,446 | +100% |
| Summit Financial LLC | 0 | 11,530 | +11,530 | +100% |
| Allred Capital Management LLC | 0 | 4,972 | +4,972 | +100% |
| Future Financial Wealth Managment LLC | 0 | 1,470 | +1,470 | +100% |
| Capital Advisory Group Advisory Services LLC | 0 | 5,348 | +5,348 | +100% |
| Cadent Capital Advisors LLC | 0 | 10,039 | +10,039 | +100% |
| Clearview Wealth Advisors LLC | 0 | 6,197 | +6,197 | +100% |
| Sandbox Financial Partners LLC | 0 | 43,346 | +43,346 | +100% |
| Round Rock Advisors LLC | 0 | 5,621 | +5,621 | +100% |
| Strategic Financial Concepts LLC | 0 | 13,743 | +13,743 | +100% |
| SJS Investment Consulting Inc. | 0 | 439 | +439 | +100% |
| Fifth Third Wealth Advisors LLC | 0 | 5,075 | +5,075 | +100% |
| Eagle Strategies LLC | 0 | 48,845 | +48,845 | +100% |
| Ameliora Wealth Management Ltd. | 0 | 4,000 | +4,000 | +100% |
| Redmont Wealth Advisors LLC | 0 | 10 | +10 | +100% |
| BluePath Capital Management LLC | 0 | 4,752 | +4,752 | +100% |
| Simplicity Wealth LLC | 0 | 53,830 | +53,830 | +100% |
| Gray Private Wealth LLC | 0 | 4,920 | +4,920 | +100% |
| Whitaker Myers Wealth Managers LTD. | 0 | 20,133 | +20,133 | +100% |
| Precedent Wealth Partners LLC | 0 | 5,244 | +5,244 | +100% |
| Patrick M Sweeney & Associates Inc. | 0 | 4,924 | +4,924 | +100% |
| Focus Financial Network Inc. | 0 | 101,527 | +101,527 | +100% |
| Edge Financial Advisors LLC | 0 | 15,707 | +15,707 | +100% |
| Accordant Advisory Group Inc | 0 | 4,382 | +4,382 | +100% |
| Foguth Wealth Management LLC. | 0 | 28,246 | +28,246 | +100% |
| Davies Financial Advisors Inc. | 0 | 22,426 | +22,426 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 11,544 | 11,544 | UNCH | 0.00% |
| First National Bank | 51,342 | 51,342 | UNCH | 0.00% |
| Carret Asset Management LLC | 7,196 | 7,196 | UNCH | 0.00% |
| Chapin Davis Inc. | 6,634 | 6,634 | UNCH | 0.00% |
| Atlantic Union Bankshares Corp | 7,593 | 7,593 | UNCH | 0.00% |
| Barrett & Company Inc. | 2,803 | 2,803 | UNCH | 0.00% |
| Factory Mutual Insurance Co. | 1,075,573 | 1,075,573 | UNCH | 0.00% |
| Norwood Financial Corp | 4,150 | 4,150 | UNCH | 0.00% |
| Courier Capital LLC | 10,681 | 10,681 | UNCH | 0.00% |
| Investment Partners LTD. | 16,301 | 16,301 | UNCH | 0.00% |
| Albion Financial Group UT | 10 | 10 | UNCH | 0.00% |
| Forbes J M & Co. LLP | 274,618 | 274,618 | UNCH | 0.00% |
| Bourgeon Capital Management LLC | 15,762 | 15,762 | UNCH | 0.00% |
| Lynch & Associates IN | 16,075 | 16,075 | UNCH | 0.00% |
| First Community Trust NA | 989 | 989 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 5,216 | 5,216 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 2 | 2 | UNCH | 0.00% |
| BKD Wealth Advisors LLC | 11,737 | 11,737 | UNCH | 0.00% |
| Horrell Capital Management Inc. | 5,681 | 5,681 | UNCH | 0.00% |
| Hanson & Doremus Investment Management | 2,088 | 2,088 | UNCH | 0.00% |
| GFS Advisors LLC | 51,105 | 51,105 | UNCH | 0.00% |
| Aspiriant LLC | 279,046 | 279,046 | UNCH | 0.00% |
| Eagle Ridge Investment Management | 6,597 | 6,597 | UNCH | 0.00% |
| Asset Dedication LLC | 154 | 154 | UNCH | 0.00% |
| Perkins Coie Trust Co | 2,407 | 2,407 | UNCH | 0.00% |
| SNS Financial Group LLC | 6,445 | 6,445 | UNCH | 0.00% |
| Thomasville National Bank | 16,762 | 16,762 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 180 | 180 | UNCH | 0.00% |
| Alaska Permanent Fund Corp | 51,558 | 51,558 | UNCH | 0.00% |
| Oakworth Capital Inc. | 905 | 905 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 56,240 | 56,240 | UNCH | 0.00% |
| JJJ Advisors Inc. | 1,110 | 1,110 | UNCH | 0.00% |
| Bouchey Financial Group Ltd | 6,788 | 6,788 | UNCH | 0.00% |
| Allen Capital Group LLC | 11,183 | 11,183 | UNCH | 0.00% |
| Private Ocean LLC | 1,084 | 1,084 | UNCH | 0.00% |
| MCF Advisors LLC | 13,368 | 13,368 | UNCH | 0.00% |
| Trust Point Inc. | 18,174 | 18,174 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 427 | 427 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 75 | 75 | UNCH | 0.00% |
| Legacy Bridge LLC | 1,985 | 1,985 | UNCH | 0.00% |
| Perennial Advisors LLC | 7,398 | 7,398 | UNCH | 0.00% |
| Pinnacle Bank | 3,486 | 3,486 | UNCH | 0.00% |
| Northwest Capital Management Inc | 610 | 610 | UNCH | 0.00% |
| Pathway Financial Advisors LLC | 6,665 | 6,665 | UNCH | 0.00% |
| Principle Wealth Partners LLC | 15,401 | 15,401 | UNCH | 0.00% |
| Essex Savings Bank | 8,502 | 8,502 | UNCH | 0.00% |
| Costello Asset Management INC | 127 | 127 | UNCH | 0.00% |
| Insight Financial Services | 60 | 60 | UNCH | 0.00% |
| Aspire Private Capital LLC | 3 | 3 | UNCH | 0.00% |
| Yarbrough Capital LLC | 200,000 | 200,000 | UNCH | 0.00% |
| RDA Financial Network | 51,430 | 51,430 | UNCH | 0.00% |
| HBW Advisory Services LLC | 22,225 | 22,225 | UNCH | 0.00% |
| Xcel Wealth Management LLC | 26,988 | 26,988 | UNCH | 0.00% |
| Modus Advisors LLC | 12,442 | 12,442 | UNCH | 0.00% |
| Pacifica Partners Inc. | 495 | 495 | UNCH | 0.00% |
| Investment Research & Advisory Group Inc. | 476 | 476 | UNCH | 0.00% |
| Magnolia Capital Management Ltd. | 6,430 | 6,430 | UNCH | 0.00% |
| Sowa Financial Group Inc. | 26,215 | 26,215 | UNCH | 0.00% |
| Charter Oak Capital Management LLC | 17,966 | 17,966 | UNCH | 0.00% |
| Davis Capital Management | 1,632 | 1,632 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 609 | 609 | UNCH | 0.00% |
| Annapolis Financial Services LLC | 855 | 855 | UNCH | 0.00% |
| RWM Asset Management LLC | 18,910 | 18,910 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 2,681 | 2,681 | UNCH | 0.00% |
| Veriti Management LLC | 6,451 | 6,451 | UNCH | 0.00% |
| Legacy Wealth Asset Management LLC | 11,590 | 11,590 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 2,317 | 2,317 | UNCH | 0.00% |
| Holland Advisory Services Inc. | 6,370 | 6,370 | UNCH | 0.00% |
| Agate Pass Investment Management LLC | 8,526 | 8,526 | UNCH | 0.00% |
| Sweet Financial Partners LLC | 19,955 | 19,955 | UNCH | 0.00% |
| First International Bank & Trust | 5,649 | 5,649 | UNCH | 0.00% |
| City State Bank | 200 | 200 | UNCH | 0.00% |
| Oak Harbor Wealth Partners LLC | 1,944 | 1,944 | UNCH | 0.00% |
| Global Wealth Strategies & Associates | 4,528 | 4,528 | UNCH | 0.00% |
| FirstPurpose Wealth LLC | 20,078 | 20,078 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 1,108,961 | 1,108,961 | UNCH | 0.00% |
| Coston McIsaac & Partners | 1,452 | 1,452 | UNCH | 0.00% |
| Compass Wealth Management LLC | 2,150 | 2,150 | UNCH | 0.00% |
| CGC Financial Services LLC | 1,280 | 1,280 | UNCH | 0.00% |
| Financial Perspectives Inc | 1,681 | 1,681 | UNCH | 0.00% |
| West Paces Advisors Inc. | 600 | 600 | UNCH | 0.00% |
| GAMMA Investing LLC | 1,890 | 1,890 | UNCH | 0.00% |
| 13F Filers Decreasing XLF Share Count | ||||
| Bell Bank | 457,122 | 32,163 | -424,959 | -92.96% |
| Massmutual Trust Co. FSB ADV | 9,660 | 1,250 | -8,410 | -87.06% |
| Advisor Resource Council | 268,499 | 40,194 | -228,305 | -85.03% |
| Mather Group LLC. | 8,258 | 2,370 | -5,888 | -71.30% |
| M&R Capital Management Inc. | 393 | 114 | -279 | -70.99% |
| Galvin Gaustad & Stein LLC | 137,993 | 42,661 | -95,332 | -69.08% |
| Bangor Savings Bank | 5,815 | 1,817 | -3,998 | -68.75% |
| Tompkins Financial Corp | 3,367 | 1,564 | -1,803 | -53.55% |
| Country Trust Bank | 26,906 | 12,795 | -14,111 | -52.45% |
| Hillcrest Wealth Advisors NY LLC | 19,750 | 10,000 | -9,750 | -49.37% |
| CX Institutional | 147,185 | 77,012 | -70,173 | -47.68% |
| Bogart Wealth LLC | 5,122 | 2,729 | -2,393 | -46.72% |
| Chemung Canal Trust Co. | 260,563 | 139,063 | -121,500 | -46.63% |
| Exchange Traded Concepts LLC | 1,685,204 | 959,415 | -725,789 | -43.07% |
| Stratos Wealth Partners LTD. | 160,223 | 91,299 | -68,924 | -43.02% |
| Blue Bell Private Wealth Management LLC | 5,416 | 3,136 | -2,280 | -42.10% |
| Signet Financial Management LLC | 52,813 | 31,213 | -21,600 | -40.90% |
| Alpha Cubed Investments LLC | 19,699 | 12,762 | -6,937 | -35.21% |
| Trilogy Capital Inc. | 211,879 | 140,965 | -70,914 | -33.47% |
| United Asset Strategies Inc. | 255,342 | 172,438 | -82,904 | -32.47% |
| Arcus Capital Partners LLC | 7,878 | 5,557 | -2,321 | -29.46% |
| Wealth Enhancement Advisory Services LLC | 342,032 | 241,576 | -100,456 | -29.37% |
| Nikulski Financial Inc. | 9,874 | 7,035 | -2,839 | -28.75% |
| Bowman & Co S.C. | 12,660 | 9,116 | -3,544 | -27.99% |
| Wela Strategies Inc. | 136,632 | 99,515 | -37,117 | -27.17% |
| Octavia Wealth Advisors LLC | 20,134 | 14,793 | -5,341 | -26.53% |
| Kingswood Wealth Advisors LLC | 24,501 | 18,196 | -6,305 | -25.73% |
| Shulman DeMeo Asset Management LLC | 17,210 | 12,802 | -4,408 | -25.61% |
| Myecfo LLC | 6,555 | 5,055 | -1,500 | -22.88% |
| Sapient Capital LLC | 6,728 | 5,294 | -1,434 | -21.31% |
| Arlington Trust Co LLC | 15,216 | 12,000 | -3,216 | -21.14% |
| AdvisorNet Financial Inc | 18,202 | 14,448 | -3,754 | -20.62% |
| Wealth Effects LLC | 11,018 | 8,771 | -2,247 | -20.39% |
| Banque Cantonale Vaudoise | 14,744 | 11,910 | -2,834 | -19.22% |
| Eudaimonia Partners LLC | 90,668 | 73,305 | -17,363 | -19.15% |
| St. Johns Investment Management Company LLC | 74,581 | 61,261 | -13,320 | -17.86% |
| BSW Wealth Partners | 7,181 | 5,916 | -1,265 | -17.62% |
| Optimum Investment Advisors | 6,397 | 5,297 | -1,100 | -17.20% |
| Eudaimonia Advisors LLC | 56,733 | 46,986 | -9,747 | -17.18% |
| Montecito Bank & Trust | 20,435 | 17,233 | -3,202 | -15.67% |
| Zimmermann Investment Management & Planning LLC | 6,239 | 5,270 | -969 | -15.53% |
| Park Place Capital Corp | 3,025 | 2,578 | -447 | -14.78% |
| Wealth Advisory Solutions LLC | 13,918 | 11,932 | -1,986 | -14.27% |
| Fifth Third Bancorp | 745,951 | 641,368 | -104,583 | -14.02% |
| Acropolis Investment Management LLC | 15,517 | 13,372 | -2,145 | -13.82% |
| Central Bank & Trust Co. | 23,223 | 20,049 | -3,174 | -13.67% |
| Stillwater Capital Advisors LLC | 317,017 | 273,957 | -43,060 | -13.58% |
| Capital Investment Advisors LLC | 2,212,961 | 1,922,127 | -290,834 | -13.14% |
| Amplius Wealth Advisors LLC | 11,722 | 10,223 | -1,499 | -12.79% |
| Blue Chip Partners Inc. | 40,271 | 35,166 | -5,105 | -12.68% |
| Allspring Global Investments Holdings LLC | 159,530 | 139,811 | -19,719 | -12.36% |
| Pine Haven Investment Counsel Inc | 12,570 | 11,070 | -1,500 | -11.93% |
| H&H Retirement Design & Management INC | 32,845 | 28,963 | -3,882 | -11.82% |
| BNC Wealth Management LLC | 21,832 | 19,303 | -2,529 | -11.58% |
| RMR Wealth Builders | 14,921 | 13,217 | -1,704 | -11.42% |
| Opinicus Capital Inc. | 7,315 | 6,501 | -814 | -11.13% |
| OLD National Bancorp IN | 423,781 | 377,112 | -46,669 | -11.01% |
| Appleton Partners Inc. MA | 24,798 | 22,081 | -2,717 | -10.96% |
| Valley National Advisers Inc. | 1,267 | 1,138 | -129 | -10.18% |
| NBC Securities Inc. | 8,453 | 7,616 | -837 | -9.90% |
| MONECO Advisors LLC | 10,625 | 9,577 | -1,048 | -9.86% |
| Investment Partners Asset Management Inc. | 16,184 | 14,614 | -1,570 | -9.70% |
| AHL Investment Management Inc. | 12,443 | 11,243 | -1,200 | -9.64% |
| D. B. Root & Company LLC | 14,718 | 13,374 | -1,344 | -9.13% |
| PSI Advisors LLC | 25,437 | 23,273 | -2,164 | -8.51% |
| Kessler Investment Group LLC | 35,867 | 32,846 | -3,021 | -8.42% |
| Tritonpoint Wealth LLC | 278,186 | 254,921 | -23,265 | -8.36% |
| VanderPol Investments L.L.C. | 20,340 | 18,728 | -1,612 | -7.93% |
| Tsfg LLC | 33,154 | 30,600 | -2,554 | -7.70% |
| Baldwin Brothers Inc. MA | 650 | 600 | -50 | -7.69% |
| Eagle Capital Management LLC LA | 23,192 | 21,416 | -1,776 | -7.66% |
| Capital Investment Advisory Services LLC | 15,433 | 14,264 | -1,169 | -7.57% |
| Taylor & Morgan Wealth Management LLC | 19,196 | 17,774 | -1,422 | -7.41% |
| Clarity Wealth Advisors LLC | 47,284 | 43,810 | -3,474 | -7.35% |
| Lunt Capital Management Inc. | 16,844 | 15,650 | -1,194 | -7.09% |
| Proffitt & Goodson Inc. | 9,152 | 8,590 | -562 | -6.14% |
| Rockland Trust Co. | 110,634 | 103,862 | -6,772 | -6.12% |
| E&G Advisors LP | 39,107 | 36,762 | -2,345 | -6.00% |
| Mechanics Bank Trust Department | 137,409 | 129,213 | -8,196 | -5.96% |
| Contravisory Investment Management Inc. | 18,519 | 17,420 | -1,099 | -5.93% |
| NBT Bank N A NY | 32,156 | 30,303 | -1,853 | -5.76% |
| Wealthcare Advisory Partners LLC | 24,982 | 23,559 | -1,423 | -5.70% |
| Aviance Capital Partners LLC | 5,320 | 5,020 | -300 | -5.64% |
| Orca Investment Management LLC | 63,613 | 60,079 | -3,534 | -5.56% |
| Dupree Financial Group LLC | 9,497 | 8,976 | -521 | -5.49% |
| Burns J W & Co. Inc. NY | 157,019 | 148,724 | -8,295 | -5.28% |
| Marion Wealth Management | 6,073 | 5,761 | -312 | -5.14% |
| Dynamic Advisor Solutions LLC | 37,365 | 35,516 | -1,849 | -4.95% |
| American Financial Advisors LLC | 22,704 | 21,588 | -1,116 | -4.92% |
| Worth Asset Management LLC | 35,422 | 33,724 | -1,698 | -4.79% |
| Simon Quick Advisors LLC | 27,165 | 25,871 | -1,294 | -4.76% |
| Sharper & Granite LLC | 47,281 | 45,036 | -2,245 | -4.75% |
| KMG Fiduciary Partners LLC | 14,494 | 13,818 | -676 | -4.66% |
| Kiley Juergens Wealth Management LLC | 14,495 | 13,821 | -674 | -4.65% |
| First PREMIER Bank | 496 | 473 | -23 | -4.64% |
| tru Independence LLC | 11,069 | 10,567 | -502 | -4.54% |
| Wealth Alliance Advisory Group LLC | 5,642 | 5,393 | -249 | -4.41% |
| L.M. Kohn & Company | 14,804 | 14,154 | -650 | -4.39% |
| Waterway Wealth Management LLC | 51,551 | 49,313 | -2,238 | -4.34% |
| OneAscent Financial Services LLC | 8,101 | 7,757 | -344 | -4.25% |
| Zhang Financial LLC | 12,036 | 11,540 | -496 | -4.12% |
| Ritholtz Wealth Management | 7,104 | 6,811 | -293 | -4.12% |
| CRA Financial Services LLC | 8,166 | 7,833 | -333 | -4.08% |
| West Oak Capital LLC | 3,765 | 3,612 | -153 | -4.06% |
| Ferguson Wellman Capital Management Inc. | 137,804 | 132,279 | -5,525 | -4.01% |
| Butensky & Cohen Financial Security Inc. | 63,297 | 60,770 | -2,527 | -3.99% |
| Viewpoint Capital Management LLC | 15,142 | 14,542 | -600 | -3.96% |
| Wetzel Investment Advisors Inc. | 7,494 | 7,208 | -286 | -3.82% |
| Game Plan Financial Advisors LLC | 113,927 | 109,827 | -4,100 | -3.60% |
| Financial Partners Group LLC | 14,715 | 14,189 | -526 | -3.57% |
| Plimoth Trust Co. LLC | 37,072 | 35,766 | -1,306 | -3.52% |
| Romano Brothers AND Company | 8,465 | 8,177 | -288 | -3.40% |
| Regions Financial Corp | 48,208 | 46,660 | -1,548 | -3.21% |
| Valeo Financial Advisors LLC | 60,180 | 58,282 | -1,898 | -3.15% |
| Peoples Bank KS | 27,670 | 26,815 | -855 | -3.09% |
| Strategic Advisors LLC | 43,164 | 41,889 | -1,275 | -2.95% |
| Sigma Investment Counselors Inc. | 38,688 | 37,568 | -1,120 | -2.89% |
| Busey Wealth Management | 254,142 | 246,843 | -7,299 | -2.87% |
| Hexagon Capital Partners LLC | 11,643 | 11,321 | -322 | -2.77% |
| Country Club Bank GFN | 39,746 | 38,662 | -1,084 | -2.73% |
| First Merchants Corp | 116,732 | 113,718 | -3,014 | -2.58% |
| Next Level Private LLC | 51,735 | 50,449 | -1,286 | -2.49% |
| Howard Capital Management Group LLC | 43,025 | 41,975 | -1,050 | -2.44% |
| Lindbrook Capital LLC | 13,271 | 12,958 | -313 | -2.36% |
| InTrack Investment Management Inc | 7,909 | 7,728 | -181 | -2.29% |
| Oxler Private Wealth LLC | 10,056 | 9,826 | -230 | -2.29% |
| Transform Wealth LLC | 14,662 | 14,327 | -335 | -2.28% |
| Sunbelt Securities Inc. | 3,382 | 3,307 | -75 | -2.22% |
| Ellis Investment Partners LLC | 84,545 | 82,678 | -1,867 | -2.21% |
| First Financial Bank Trust Division | 6,810 | 6,662 | -148 | -2.17% |
| Trust Co | 129,489 | 126,714 | -2,775 | -2.14% |
| Trust Co. of Virginia VA | 121,742 | 119,158 | -2,584 | -2.12% |
| Ironwood Financial llc | 24,339 | 23,831 | -508 | -2.09% |
| MV Capital Management Inc. | 19,382 | 18,982 | -400 | -2.06% |
| Key Client Fiduciary Advisors LLC | 12,319 | 12,074 | -245 | -1.99% |
| Wolff Wiese Magana LLC | 5,355 | 5,255 | -100 | -1.87% |
| Sterling Investment Management Inc. | 11,622 | 11,405 | -217 | -1.87% |
| Capital Insight Partners LLC | 22,229 | 21,829 | -400 | -1.80% |
| Investors Asset Management of Georgia Inc. GA ADV | 85,528 | 83,986 | -1,542 | -1.80% |
| Avitas Wealth Management LLC | 59,387 | 58,336 | -1,051 | -1.77% |
| 180 Wealth Advisors LLC | 5,699 | 5,599 | -100 | -1.75% |
| Peoples Financial Services CORP. | 5,875 | 5,775 | -100 | -1.70% |
| Sebold Capital Management Inc. | 10,351 | 10,176 | -175 | -1.69% |
| Exchange Capital Management Inc. | 12,154 | 11,964 | -190 | -1.56% |
| Chesley Taft & Associates LLC | 284,169 | 279,834 | -4,335 | -1.53% |
| Patton Albertson Miller Group LLC | 85,264 | 83,969 | -1,295 | -1.52% |
| CENTRAL TRUST Co | 118,009 | 116,466 | -1,543 | -1.31% |
| Successful Portfolios LLC | 32,419 | 32,103 | -316 | -0.97% |
| ACT Wealth Management LLC | 167,554 | 165,958 | -1,596 | -0.95% |
| Steel Peak Wealth Management LLC | 50,770 | 50,315 | -455 | -0.90% |
| MKT Advisors LLC | 21,458 | 21,274 | -184 | -0.86% |
| Pettinga Financial Advisors LLC | 20,577 | 20,402 | -175 | -0.85% |
| Altfest L J & Co. Inc. | 6,650 | 6,594 | -56 | -0.84% |
| Clarus Wealth Advisors | 54,981 | 54,539 | -442 | -0.80% |
| Nations Financial Group Inc. IA ADV | 37,369 | 37,076 | -293 | -0.78% |
| Elevated Capital Advisors LLC | 22,767 | 22,596 | -171 | -0.75% |
| Woodmont Investment Counsel LLC | 16,916 | 16,791 | -125 | -0.74% |
| Roberts Wealth Advisors LLC | 28,852 | 28,646 | -206 | -0.71% |
| Schnieders Capital Management LLC | 22,271 | 22,121 | -150 | -0.67% |
| Salem Investment Counselors Inc. | 23,213 | 23,073 | -140 | -0.60% |
| SOL Capital Management CO | 34,655 | 34,450 | -205 | -0.59% |
| Trust Co. of Oklahoma | 12,903 | 12,853 | -50 | -0.39% |
| Warner Financial Inc. | 69,351 | 69,095 | -256 | -0.37% |
| TRUE Private Wealth Advisors | 74,159 | 73,906 | -253 | -0.34% |
| City Holding Co. | 83,989 | 83,739 | -250 | -0.30% |
| Bay Rivers Group | 69,556 | 69,356 | -200 | -0.29% |
| Parkside Advisors LLC | 20,288 | 20,229 | -59 | -0.29% |
| CHICAGO TRUST Co NA | 14,798 | 14,756 | -42 | -0.28% |
| Archford Capital Strategies LLC | 108,864 | 108,693 | -171 | -0.16% |
| Westside Investment Management Inc. | 81,944 | 81,829 | -115 | -0.14% |
| Clarity Financial LLC | 111,251 | 111,126 | -125 | -0.11% |
| American National Bank | 6,497 | 6,491 | -6 | -0.09% |
| AlphaMark Advisors LLC | 172,553 | 172,492 | -61 | -0.04% |
| Webster Bank N. A. | 20,879 | 20,874 | -5 | -0.02% |
| 13F Filers Exiting XLF | ||||
| Processus Wealth & Capital Management LLC | 5,911 | 0 | -5,911 | -100.00% |
| BKM Wealth Management LLC | 785 | 0 | -785 | -100.00% |
| Bruce G. Allen Investments LLC | 1,066 | 0 | -1,066 | -100.00% |
| St. Louis Financial Planners Asset Management LLC | 39,399 | 0 | -39,399 | -100.00% |
| Arista Wealth Management LLC | 6,215 | 0 | -6,215 | -100.00% |
| FSC Wealth Advisors LLC | 79,482 | 0 | -79,482 | -100.00% |
| Morton Brown Family Wealth LLC | 153 | 0 | -153 | -100.00% |
| Revisor Wealth Management LLC | 5,689 | 0 | -5,689 | -100.00% |
| Level Financial Advisors Inc. | 623 | 0 | -623 | -100.00% |
| Solitude Financial Services | 40,191 | 0 | -40,191 | -100.00% |
| Tennessee Valley Asset Management Partners | 9,991 | 0 | -9,991 | -100.00% |
| Grant GrossMendelsohn LLC | 11,500 | 0 | -11,500 | -100.00% |
| Signify Wealth | 9,798 | 0 | -9,798 | -100.00% |
| Kovack Advisors Inc. | 52,408 | 0 | -52,408 | -100.00% |
| Columbus Macro LLC | 30,891 | 0 | -30,891 | -100.00% |
| BlueSky Wealth Advisors LLC | 5,793 | 0 | -5,793 | -100.00% |
| Meridian Wealth Management LLC | 87,327 | 0 | -87,327 | -100.00% |
| Integrated Investment Consultants LLC | 8,059 | 0 | -8,059 | -100.00% |
| Cottage Street Advisors LLC | 6,835 | 0 | -6,835 | -100.00% |
| Roble Belko & Company Inc | 36 | 0 | -36 | -100.00% |
| Miracle Mile Advisors LLC | 6,020 | 0 | -6,020 | -100.00% |
| Annex Advisory Services LLC | 16,536 | 0 | -16,536 | -100.00% |
| Donaldson Capital Management LLC | 44,682 | 0 | -44,682 | -100.00% |
| Halbert Hargrove Global Advisors LLC | 8,951 | 0 | -8,951 | -100.00% |
| Welch Group LLC | 413,828 | 0 | -413,828 | -100.00% |
| Arlington Partners LLC | 15,216 | 0 | -15,216 | -100.00% |
| Farmers Trust Co. | 5,870 | 0 | -5,870 | -100.00% |
See Summary: Institutional Holders of XLF
See Details: Top 10 Hedge Funds Holding XLF
