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XLK Holdings Changes image
This page summarizes the XLK holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether XLK is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing XLK Share Count
Tradewinds Capital Management LLC 3,466 137,524 +134,058 +3867.80%
McElhenny Sheffield Capital Management LLC 2,639 75,494 +72,855 +2760.70%
Financial Enhancement Group LLC 1,174 26,625 +25,451 +2167.89%
EWG Elevate Inc. 1,687 27,202 +25,515 +1512.45%
TAP Consulting LLC 1,134 12,763 +11,629 +1025.49%
HMS Capital Management LLC 1,754 13,275 +11,521 +656.84%
Simplicity Wealth LLC 5,972 39,412 +33,440 +559.95%
Exchange Traded Concepts LLC 35,038 191,081 +156,043 +445.35%
Quattro Financial Advisors LLC 192 1,018 +826 +430.21%
PFG Investments LLC 6,819 32,048 +25,229 +369.98%
Moisand Fitzgerald Tamayo LLC 156 652 +496 +317.95%
Summit Financial LLC 2,489 7,818 +5,329 +214.10%
Agate Pass Investment Management LLC 1,496 4,517 +3,021 +201.94%
Wolff Wiese Magana LLC 8 24 +16 +200.00%
Beech Hill Advisors Inc. 4,350 12,321 +7,971 +183.24%
Mezzasalma Advisors LLC 4,588 11,901 +7,313 +159.39%
Eagle Strategies LLC 2,217 5,050 +2,833 +127.79%
Claro Advisors LLC 3,359 7,468 +4,109 +122.33%
OneAscent Wealth Management LLC 1,048 2,303 +1,255 +119.75%
First Community Trust NA 2,288 4,737 +2,449 +107.04%
GAMMA Investing LLC 480 945 +465 +96.88%
First Citizens Bank & Trust Co. 8,081 15,380 +7,299 +90.32%
Park Avenue Securities LLC 40,554 74,909 +34,355 +84.71%
Latitude Advisors LLC 11,833 21,560 +9,727 +82.20%
Richardson Capital Management LLC 106 192 +86 +81.13%
Wesbanco Bank Inc. 7,894 13,509 +5,615 +71.13%
McAdam LLC 2,871 4,728 +1,857 +64.68%
Financial Management Professionals Inc. 586 935 +349 +59.56%
BCS Wealth Management 1,201 1,854 +653 +54.37%
Stephens Consulting LLC 1,466 2,241 +775 +52.86%
Contravisory Investment Management Inc. 7,259 10,656 +3,397 +46.80%
Massmutual Trust Co. FSB ADV 2,757 3,856 +1,099 +39.86%
TCP Asset Management LLC 32,342 44,115 +11,773 +36.40%
Summit Financial Group Inc. 3,835 5,220 +1,385 +36.11%
Signal Advisors Wealth LLC 13,642 18,439 +4,797 +35.16%
Tyche Wealth Partners LLC 3,223 4,336 +1,113 +34.53%
Ehrlich Financial Group 9,281 12,460 +3,179 +34.25%
Sage Mountain Advisors LLC 918 1,221 +303 +33.01%
West Coast Financial LLC 5,725 7,475 +1,750 +30.57%
Solstein Capital LLC 5,121 6,614 +1,493 +29.15%
Ashton Thomas Private Wealth LLC 158,186 201,512 +43,326 +27.39%
Fingerlakes Wealth Management Inc. 5,249 6,678 +1,429 +27.22%
Harbour Trust & Investment Management Co 9,704 12,168 +2,464 +25.39%
Capital Advisors Ltd. LLC 3,857 4,756 +899 +23.31%
Strategic Blueprint LLC 6,174 7,595 +1,421 +23.02%
CVA Family Office LLC 470 574 +104 +22.13%
Affinity Capital Advisors LLC 38,617 47,133 +8,516 +22.05%
Versant Capital Management Inc 239 291 +52 +21.76%
Wealthfront Advisers LLC 79,650 96,771 +17,121 +21.50%
Aviance Capital Partners LLC 2,887 3,486 +599 +20.75%
Premier Path Wealth Partners LLC 81,651 98,279 +16,628 +20.36%
Apella Capital LLC 1,118 1,345 +227 +20.30%
Steel Peak Wealth Management LLC 31,734 37,830 +6,096 +19.21%
Park Place Capital Corp 1,120 1,333 +213 +19.02%
Pure Financial Advisors Inc. 10,594 12,577 +1,983 +18.72%
Sovereign Financial Group Inc. 1,735 2,056 +321 +18.50%
Constitution Capital LLC 15,983 18,885 +2,902 +18.16%
Activest Wealth Management 917 1,078 +161 +17.56%
Confluence Wealth Services Inc. 2,513 2,952 +439 +17.47%
Leavell Investment Management Inc. 2,507 2,902 +395 +15.76%
Measured Wealth Private Client Group LLC 35,957 41,535 +5,578 +15.51%
Natixis Advisors L.P. 12,030 13,890 +1,860 +15.46%
Wiley BROS. Aintree Capital LLC 1,799 2,077 +278 +15.45%
Tritonpoint Wealth LLC 34,555 39,884 +5,329 +15.42%
Ausdal Financial Partners Inc. 4,234 4,857 +623 +14.71%
Warner Financial Inc. 3,551 4,073 +522 +14.70%
Founders Financial Securities LLC 52,251 59,919 +7,668 +14.68%
Venturi Wealth Management LLC 46,451 52,930 +6,479 +13.95%
Colton Groome Financial Advisors LLC 13,673 15,568 +1,895 +13.86%
Tompkins Financial Corp 7,566 8,611 +1,045 +13.81%
Country Trust Bank 10,396 11,800 +1,404 +13.51%
Webster Bank N. A. 30,094 34,092 +3,998 +13.29%
Flagship Harbor Advisors LLC 28,984 32,817 +3,833 +13.22%
Octavia Wealth Advisors LLC 1,147 1,292 +145 +12.64%
Atlas Capital Advisors LLC 84,177 94,715 +10,538 +12.52%
Cambridge Investment Research Advisors Inc. 587,066 659,016 +71,950 +12.26%
Kwmg LLC 31,227 35,047 +3,820 +12.23%
Paragon Financial Partners Inc. 2,768 3,106 +338 +12.21%
Spinnaker Investment Group LLC 1,043 1,169 +126 +12.08%
E&G Advisors LP 13,013 14,568 +1,555 +11.95%
Financial Sense Advisors Inc. 7,950 8,880 +930 +11.70%
Donald L. Hagan LLC 29,697 33,127 +3,430 +11.55%
Sharkey Howes & Javer 12,060 13,445 +1,385 +11.48%
Dynamic Advisor Solutions LLC 30,753 34,248 +3,495 +11.36%
Pachira Investments Inc. 21,331 23,737 +2,406 +11.28%
Southland Equity Partners LLC 1,843 2,046 +203 +11.01%
Bfsg LLC 38,446 42,533 +4,087 +10.63%
Conscious Wealth Investments LLC 34,030 37,541 +3,511 +10.32%
Dumont & Blake Investment Advisors LLC 12,314 13,581 +1,267 +10.29%
Narus Financial Partners LLC 20,442 22,467 +2,025 +9.91%
Aspiriant LLC 2,677 2,940 +263 +9.82%
F M Investments LLC 3,761 4,113 +352 +9.36%
Arcadia Investment Management Corp MI 22 24 +2 +9.09%
Xcel Wealth Management LLC 3,471 3,786 +315 +9.08%
Strategy Asset Managers LLC 6,964 7,595 +631 +9.06%
Global Retirement Partners LLC 42,513 46,343 +3,830 +9.01%
WESPAC Advisors LLC 5,553 6,047 +494 +8.90%
American Institute for Advanced Investment Management LLP 4,690 5,100 +410 +8.74%
Bank of New York Mellon Corp 46,417 50,337 +3,920 +8.45%
Altfest L J & Co. Inc. 1,725 1,867 +142 +8.23%
Ayalon Holdings Ltd. 113,539 122,655 +9,116 +8.03%
Financial Freedom LLC 22,799 24,618 +1,819 +7.98%
Segment Wealth Management LLC 11,406 12,295 +889 +7.79%
First Merchants Corp 35,119 37,815 +2,696 +7.68%
Byrne Asset Management LLC 1,985 2,135 +150 +7.56%
Keel Point LLC 31,228 33,582 +2,354 +7.54%
Pinnacle Bank 2,076 2,230 +154 +7.42%
Appleton Partners Inc. MA 9,928 10,662 +734 +7.39%
RFG Advisory LLC 86,933 93,096 +6,163 +7.09%
RDA Financial Network 3,537 3,779 +242 +6.84%
Brookstone Capital Management 28,142 29,989 +1,847 +6.56%
BKD Wealth Advisors LLC 4,479 4,766 +287 +6.41%
Cooksen Wealth LLC 38,178 40,609 +2,431 +6.37%
Capital Planning LLC 28,107 29,865 +1,758 +6.25%
Private Ocean LLC 1,570 1,668 +98 +6.24%
Capital Investment Advisory Services LLC 12,467 13,214 +747 +5.99%
Whalen Wealth Management Inc. 1,617 1,711 +94 +5.81%
Royal Fund Management LLC 41,905 44,303 +2,398 +5.72%
MONECO Advisors LLC 6,500 6,870 +370 +5.69%
O ROURKE & COMPANY Inc 33,920 35,849 +1,929 +5.69%
Evolution Wealth Advisors LLC 199,097 210,104 +11,007 +5.53%
Rappaport Reiches Capital Management LLC 6,557 6,918 +361 +5.51%
Cornell Pochily Investment Advisors Inc. 3,144 3,316 +172 +5.47%
Relyea Zuckerberg Hanson LLC 11,614 12,238 +624 +5.37%
Park National Corp OH 1,229 1,294 +65 +5.29%
Advance Capital Management Inc. 3,356 3,533 +177 +5.27%
Whitener Capital Management Inc. 2,063 2,171 +108 +5.24%
SNS Financial Group LLC 4,903 5,143 +240 +4.89%
Pallas Capital Advisors LLC 70,378 73,769 +3,391 +4.82%
CWM LLC 434,781 455,244 +20,463 +4.71%
KFG Wealth Management LLC 1,747 1,828 +81 +4.64%
Massachusetts Wealth Management 30,838 32,251 +1,413 +4.58%
HTLF Bank 1,748 1,827 +79 +4.52%
Private Trust Co. NA 7,929 8,284 +355 +4.48%
Stratos Wealth Advisors LLC 32,944 34,368 +1,424 +4.32%
Apeiron RIA LLC 1,182 1,233 +51 +4.31%
WASHINGTON TRUST Co 9,899 10,320 +421 +4.25%
Private Capital Management LLC 1,348 1,405 +57 +4.23%
Sharper & Granite LLC 6,557 6,832 +275 +4.19%
Bristlecone Advisors LLC 78,579 81,859 +3,280 +4.17%
David J Yvars Group 12,150 12,657 +507 +4.17%
CHURCHILL MANAGEMENT Corp 4,821,540 5,020,431 +198,891 +4.13%
Austin Private Wealth LLC 3,267 3,401 +134 +4.10%
Long Run Wealth Advisors LLC 89,043 92,590 +3,547 +3.98%
MKT Advisors LLC 12,757 13,256 +499 +3.91%
WBH Advisory Inc. 118,335 122,797 +4,462 +3.77%
Cornerstone Wealth Management LLC 15,165 15,736 +571 +3.77%
Total Clarity Wealth Management Inc. 4,566 4,732 +166 +3.64%
Fifth Third Wealth Advisors LLC 3,442 3,567 +125 +3.63%
Dakota Wealth Management 132,022 136,730 +4,708 +3.57%
Kowal Investment Group LLC 2,104 2,179 +75 +3.56%
TrueWealth Advisors LLC 2,269 2,349 +80 +3.53%
Stockman Wealth Management Inc. 31,359 32,462 +1,103 +3.52%
Burns J W & Co. Inc. NY 24,476 25,335 +859 +3.51%
Shepherd Financial Partners LLC 38,927 40,252 +1,325 +3.40%
Retirement Planning Group 9,947 10,263 +316 +3.18%
PSI Advisors LLC 1,273 1,313 +40 +3.14%
RMR Wealth Builders 18,528 19,090 +562 +3.03%
Carret Asset Management LLC 3,345 3,445 +100 +2.99%
Financial Advisory Corp UT ADV 36,264 37,343 +1,079 +2.98%
LVM Capital Management Ltd. MI 9,730 10,018 +288 +2.96%
Cranbrook Wealth Management LLC 27,162 27,967 +805 +2.96%
Adirondack Trust Co. 9,275 9,535 +260 +2.80%
Falcon Wealth Planning 1,394 1,433 +39 +2.80%
Spire Wealth Management 129,842 133,480 +3,638 +2.80%
SeaCrest Wealth Management LLC 7,795 8,011 +216 +2.77%
Chicago Partners Investment Group LLC 15,375 15,787 +412 +2.68%
Capital Asset Advisory Services LLC 21,217 21,780 +563 +2.65%
International Assets Investment Management LLC 15,428 15,830 +402 +2.61%
Apexium Financial LP 41,662 42,680 +1,018 +2.44%
Valeo Financial Advisors LLC 19,752 20,225 +473 +2.39%
NBC Securities Inc. 16,970 17,366 +396 +2.33%
Regions Financial Corp 36,407 37,243 +836 +2.30%
Benchmark Financial Wealth Advisors LLC 5,527 5,654 +127 +2.30%
AdvisorNet Financial Inc 25,415 25,979 +564 +2.22%
WESPAC Advisors SoCal LLC 25,200 25,760 +560 +2.22%
Stratos Wealth Partners LTD. 75,865 77,449 +1,584 +2.09%
180 Wealth Advisors LLC 3,131 3,196 +65 +2.08%
Lodestar Private Asset Management LLC 50,904 51,909 +1,005 +1.97%
Aurora Private Wealth Inc. 1,533 1,563 +30 +1.96%
Fifth Third Securities Inc. 32,038 32,649 +611 +1.91%
First National Bank of Mount Dora Trust Investment Services 6,786 6,914 +128 +1.89%
Bouchey Financial Group Ltd 24,509 24,966 +457 +1.86%
ST Germain D J Co. Inc. 2,246 2,285 +39 +1.74%
High Net Worth Advisory Group LLC 2,812 2,861 +49 +1.74%
Integrated Investment Consultants LLC 2,047 2,082 +35 +1.71%
Sapient Capital LLC 4,366 4,433 +67 +1.53%
Oxinas Partners Wealth Management LLC 8,615 8,746 +131 +1.52%
Prospect Financial Services LLC 1,260 1,279 +19 +1.51%
Newbridge Financial Services Group Inc. 4,191 4,254 +63 +1.50%
Kennicott Capital Management LLC 38,382 38,951 +569 +1.48%
Central Bank & Trust Co. 6,783 6,883 +100 +1.47%
Wealth Enhancement Advisory Services LLC 299,730 304,120 +4,390 +1.46%
Cornerstone Wealth Group LLC 64,698 65,615 +917 +1.42%
Herbst Group LLC 12,162 12,319 +157 +1.29%
Nations Financial Group Inc. IA ADV 69,830 70,685 +855 +1.22%
Papp L Roy & Associates 29,386 29,734 +348 +1.18%
Ridgecrest Wealth Partners LLC 1,270 1,285 +15 +1.18%
M&R Capital Management Inc. 5,414 5,477 +63 +1.16%
Factory Mutual Insurance Co. 1,592,400 1,610,300 +17,900 +1.12%
Salem Investment Counselors Inc. 7,642 7,724 +82 +1.07%
One Day In July LLC 5,275 5,325 +50 +0.95%
TRUE Private Wealth Advisors 1,488 1,502 +14 +0.94%
Lpwm LLC 5,808 5,859 +51 +0.88%
New Century Financial Group LLC 3,311 3,340 +29 +0.88%
St. Louis Financial Planners Asset Management LLC 16,498 16,642 +144 +0.87%
Country Club Bank GFN 7,123 7,183 +60 +0.84%
IMZ Advisory Inc 188,471 190,036 +1,565 +0.83%
Elwood & Goetz Wealth Advisory Group LLC 3,437 3,465 +28 +0.81%
Congress Wealth Management LLC DE 1,019,365 1,027,311 +7,946 +0.78%
Duncker Streett & Co. Inc. 31,237 31,473 +236 +0.76%
West Financial Advisors LLC 10,547 10,627 +80 +0.76%
Affinity Wealth Management LLC 1,074 1,082 +8 +0.74%
Ellis Investment Partners LLC 3,123 3,145 +22 +0.70%
Smith Chas P & Associates PA Cpas 1,511 1,521 +10 +0.66%
Chemistry Wealth Management LLC 4,794 4,825 +31 +0.65%
Principle Wealth Partners LLC 8,463 8,513 +50 +0.59%
Clay Northam Wealth Management LLC 20,796 20,913 +117 +0.56%
Hexagon Capital Partners LLC 2,747 2,760 +13 +0.47%
Yoder Wealth Management Inc. 13,130 13,192 +62 +0.47%
NBT Bank N A NY 15,022 15,088 +66 +0.44%
Future Financial Wealth Managment LLC 9,073 9,113 +40 +0.44%
Zullo Investment Group Inc. 32,677 32,817 +140 +0.43%
Jackson Square Capital LLC 3,743 3,757 +14 +0.37%
San Luis Wealth Advisors LLC 22,347 22,424 +77 +0.34%
FF Advisors LLC 14,595 14,643 +48 +0.33%
Burt Wealth Advisors 1,235 1,239 +4 +0.32%
Allworth Financial LP 71,592 71,759 +167 +0.23%
First Financial Bank Trust Division 21,963 22,002 +39 +0.18%
Rebalance LLC 2,852 2,857 +5 +0.18%
Sugarloaf Wealth Management LLC 1,264 1,266 +2 +0.16%
Cottage Street Advisors LLC 3,079 3,084 +5 +0.16%
MTM Investment Management LLC 9,544 9,559 +15 +0.16%
Oxler Private Wealth LLC 3,049 3,054 +5 +0.16%
UMA Financial Services Inc. 2,009 2,012 +3 +0.15%
SOA Wealth Advisors LLC. 2,370 2,373 +3 +0.13%
Grey Fox Wealth Advisors LLC 1,587 1,589 +2 +0.13%
Blue Zone Wealth Advisors LLC 13,630 13,647 +17 +0.12%
Verum Partners LLC 9,741 9,752 +11 +0.11%
Elk River Wealth Management LLC 14,437 14,451 +14 +0.10%
Opal Wealth Advisors LLC 1,165 1,166 +1 +0.09%
Cahaba Wealth Management Inc. 1,260 1,261 +1 +0.08%
Carmichael Hill & Associates Inc. 3,477 3,479 +2 +0.06%
Maltin Wealth Management Inc. 6,193 6,197 +4 +0.06%
Hubbell Strickland Wealth Management LLC 3,382 3,384 +2 +0.06%
Clarus Group Inc. 1,711 1,712 +1 +0.06%
Madison Park Capital Advisors LLC 1,707 1,708 +1 +0.06%
Vicus Capital 2,199 2,200 +1 +0.05%
TruWealth Advisors LLC 1,846 1,847 +1 +0.05%
Register Financial Advisors LLC 2,492 2,493 +1 +0.04%
Mason & Associates Inc 3,170 3,171 +1 +0.03%
Evanson Asset Management LLC 17,377 17,378 +1 +0.01%
13F Filers Reporting New Positions In XLK
Investors Asset Management of Georgia Inc. GA ADV 0 985 +985 +100%
Chapin Davis Inc. 0 988 +988 +100%
Rational Advisors LLC 0 3,509 +3,509 +100%
Northwest Investment Counselors LLC 0 40 +40 +100%
Mesirow Financial Investment Management Inc. 0 42,313 +42,313 +100%
BSW Wealth Partners 0 1,308 +1,308 +100%
Mather Group LLC. 0 786 +786 +100%
Hengehold Capital Management LLC 0 981 +981 +100%
Verity & Verity LLC 0 87,485 +87,485 +100%
A. D. Beadell Investment Counsel Inc. 0 975 +975 +100%
Juncture Wealth Strategies LLC 0 1,848 +1,848 +100%
Steele Capital Management Inc. 0 1,414 +1,414 +100%
Pegasus Partners Ltd. 0 1,529 +1,529 +100%
Traynor Capital Management Inc. 0 1,063 +1,063 +100%
Polianta Ltd 0 32,500 +32,500 +100%
Parkside Investments LLC 0 31,185 +31,185 +100%
Legacy Financial Strategies LLC 0 1,094 +1,094 +100%
17 Capital Partners LLC 0 3,383 +3,383 +100%
Independence Bank of Kentucky 0 928 +928 +100%
Steigerwald Gordon & Koch Inc. 0 1,015 +1,015 +100%
Selective Wealth Management Inc. 0 5,566 +5,566 +100%
VERITY Wealth Advisors 0 1,575 +1,575 +100%
Bremer Bank National Association 0 1,242 +1,242 +100%
Provident Wealth Management LLC 0 531 +531 +100%
Aprio Wealth Management LLC 0 1,514 +1,514 +100%
Revolve Wealth Partners LLC 0 1,044 +1,044 +100%
Veracity Capital LLC 0 1,020 +1,020 +100%
Berger Financial Group Inc 0 10,089 +10,089 +100%
Harbor Group Inc. 0 1,009 +1,009 +100%
Sightline Wealth Advisors LLC 0 963 +963 +100%
Strategic Financial Concepts LLC 0 5,732 +5,732 +100%
Win Advisors Inc. 0 2,018 +2,018 +100%
Gray Private Wealth LLC 0 1,776 +1,776 +100%
Global Assets Advisory LLC 0 1,369,554 +1,369,554 +100%
Silverlake Wealth Management LLC 0 993 +993 +100%
Petra Financial Advisors Inc. 0 3,849 +3,849 +100%
Whitaker Myers Wealth Managers LTD. 0 3,979 +3,979 +100%
Root Financial Partners LLC 0 1,439 +1,439 +100%
Focus Financial Network Inc. 0 74,420 +74,420 +100%
Edge Financial Advisors LLC 0 4,127 +4,127 +100%
FCG Investment Co 0 1,557 +1,557 +100%
Accordant Advisory Group Inc 0 30 +30 +100%
Fox Hill Wealth Management 0 1,011 +1,011 +100%
Foguth Wealth Management LLC. 0 17,965 +17,965 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 1,440 1,440 UNCH 0.00%
Valley National Advisers Inc. 1,325 1,325 UNCH 0.00%
Asset Planning Services Inc. LA ADV 1,550 1,550 UNCH 0.00%
Lincoln Capital Corp 1,500 1,500 UNCH 0.00%
Fulton Bank N.A. 1,463 1,463 UNCH 0.00%
Barrett & Company Inc. 641 641 UNCH 0.00%
Guyasuta Investment Advisors Inc. 1,474 1,474 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 2,354 2,354 UNCH 0.00%
Stephenson National Bank & Trust 141 141 UNCH 0.00%
Bell Bank 1,077 1,077 UNCH 0.00%
Woodstock Corp 2,500 2,500 UNCH 0.00%
Everett Harris & Co. CA 3,925 3,925 UNCH 0.00%
Norwood Financial Corp 4,358 4,358 UNCH 0.00%
Courier Capital LLC 1,836 1,836 UNCH 0.00%
Matrix Asset Advisors Inc. NY 1,230 1,230 UNCH 0.00%
Clifford Swan Investment Counsel LLC 36,635 36,635 UNCH 0.00%
Albion Financial Group UT 1,063 1,063 UNCH 0.00%
Forbes J M & Co. LLP 89,297 89,297 UNCH 0.00%
Trust Co. of Oklahoma 1,902 1,902 UNCH 0.00%
Chatham Capital Group Inc. 1,500 1,500 UNCH 0.00%
Chesley Taft & Associates LLC 1,135 1,135 UNCH 0.00%
Farmers & Merchants Investments Inc. 2,892 2,892 UNCH 0.00%
Hartford Financial Management Inc. 232 232 UNCH 0.00%
Blue Bell Private Wealth Management LLC 539 539 UNCH 0.00%
Ballentine Partners LLC 20,298 20,298 UNCH 0.00%
Horrell Capital Management Inc. 1,169 1,169 UNCH 0.00%
West Oak Capital LLC 433 433 UNCH 0.00%
LaFleur & Godfrey LLC 2,958 2,958 UNCH 0.00%
Atlas Brown Inc. 1,232 1,232 UNCH 0.00%
Sequent Asset Management LLC 70,886 70,886 UNCH 0.00%
Patton Albertson Miller Group LLC 16,325 16,325 UNCH 0.00%
Private Wealth Group LLC 2,186 2,186 UNCH 0.00%
Perkins Coie Trust Co 666 666 UNCH 0.00%
Boston Trust Walden Corp 5,166 5,166 UNCH 0.00%
Triangle Securities Wealth Management 5,825 5,825 UNCH 0.00%
Thomasville National Bank 1,577 1,577 UNCH 0.00%
Wolf Group Capital Advisors 3,035 3,035 UNCH 0.00%
Parkside Advisors LLC 8,507 8,507 UNCH 0.00%
JJJ Advisors Inc. 58 58 UNCH 0.00%
Wealthstar Advisors LLC 1,478 1,478 UNCH 0.00%
MCF Advisors LLC 4,116 4,116 UNCH 0.00%
Mirador Capital Partners LP 1,790 1,790 UNCH 0.00%
True North Advisors LLC 1,453 1,453 UNCH 0.00%
Sendero Wealth Management LLC 14,021 14,021 UNCH 0.00%
Clarius Group LLC 5,411 5,411 UNCH 0.00%
Home Federal Bank of Tennessee 1,740 1,740 UNCH 0.00%
O Brien Wealth Partners LLC 1,783 1,783 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 3,853 3,853 UNCH 0.00%
Summit Trail Advisors LLC 10,067 10,067 UNCH 0.00%
Ackerman Capital Advisors LLC 2,407 2,407 UNCH 0.00%
Founders Capital Management 361 361 UNCH 0.00%
Bogart Wealth LLC 300 300 UNCH 0.00%
Security National Bank 600 600 UNCH 0.00%
LexAurum Advisors LLC 1,251 1,251 UNCH 0.00%
Northwest Capital Management Inc 867 867 UNCH 0.00%
Luken Investment Analytics LLC 272 272 UNCH 0.00%
Vishria Bird Financial Group LLC 1,586 1,586 UNCH 0.00%
Hurlow Wealth Management Group Inc. 1,218 1,218 UNCH 0.00%
RVW Wealth LLC 1,471 1,471 UNCH 0.00%
Yarbrough Capital LLC 122,040 122,040 UNCH 0.00%
Howard Financial Services LTD. 1,499 1,499 UNCH 0.00%
Patriot Investment Management Inc. 1,242 1,242 UNCH 0.00%
Oldfather Financial Services LLC 2,487 2,487 UNCH 0.00%
MBE Wealth Management LLC 1,156 1,156 UNCH 0.00%
Zhang Financial LLC 6,214 6,214 UNCH 0.00%
Legend Financial Advisors Inc. 206 206 UNCH 0.00%
Red Door Wealth Management LLC 3,147 3,147 UNCH 0.00%
HBW Advisory Services LLC 25,027 25,027 UNCH 0.00%
Cedar Mountain Advisors LLC 53 53 UNCH 0.00%
Lion Street Advisors LLC 12,145 12,145 UNCH 0.00%
Investment Research & Advisory Group Inc. 212 212 UNCH 0.00%
Optas LLC 7,489 7,489 UNCH 0.00%
Center for Financial Planning Inc. 9 9 UNCH 0.00%
MADDEN SECURITIES Corp 1,050 1,050 UNCH 0.00%
Grant GrossMendelsohn LLC 3,764 3,764 UNCH 0.00%
Charter Oak Capital Management LLC 1,922 1,922 UNCH 0.00%
Rosenberg Matthew Hamilton 1,184 1,184 UNCH 0.00%
Sunflower Bank N.A. 5,253 5,253 UNCH 0.00%
Monterey Private Wealth Inc. 1,053 1,053 UNCH 0.00%
Marshall Financial Group LLC 1,154 1,154 UNCH 0.00%
Annapolis Financial Services LLC 1,250 1,250 UNCH 0.00%
Oakwell Private Wealth Management LLC 2,058 2,058 UNCH 0.00%
DHJJ Financial Advisors Ltd. 2 2 UNCH 0.00%
Capitol Family Office Inc. 1,395 1,395 UNCH 0.00%
Stonegate Investment Group LLC 2,171 2,171 UNCH 0.00%
PCG Wealth Advisors LLC 2,811 2,811 UNCH 0.00%
OLIO Financial Planning 1,294 1,294 UNCH 0.00%
Blodgett Wealth Advisors LLC 1,250 1,250 UNCH 0.00%
First International Bank & Trust 2,178 2,178 UNCH 0.00%
Global Wealth Strategies & Associates 1,550 1,550 UNCH 0.00%
My Personal CFO LLC 1,505 1,505 UNCH 0.00%
Armstrong Advisory Group Inc. 1,720 1,720 UNCH 0.00%
Signature Resources Capital Management LLC 22 22 UNCH 0.00%
Cardinal Point Capital Management ULC 1,136 1,136 UNCH 0.00%
Drive Wealth Management LLC 1,342 1,342 UNCH 0.00%
Creative Capital Management Investments LLC 242 242 UNCH 0.00%
Olistico Wealth LLC 1,404 1,404 UNCH 0.00%
Forza Wealth Management LLC 3,861 3,861 UNCH 0.00%
Seed Wealth Management Inc. 1,751 1,751 UNCH 0.00%
Heritage Wealth Partners LLC 1,788 1,788 UNCH 0.00%
Breakwater Capital Group 3,156 3,156 UNCH 0.00%
Kaydan Wealth Management Inc. 4,388 4,388 UNCH 0.00%
Tanglewood Legacy Advisors LLC 1,780 1,780 UNCH 0.00%
Compass Wealth Management LLC 2,960 2,960 UNCH 0.00%
Rockwood Wealth Management LLC 1,141 1,141 UNCH 0.00%
Halpern Financial Inc. 37 37 UNCH 0.00%
WFA Asset Management Corp 272 272 UNCH 0.00%
Williams & Novak LLC 2,118 2,118 UNCH 0.00%
Financial Perspectives Inc 474 474 UNCH 0.00%
Precedent Wealth Partners LLC 1,840 1,840 UNCH 0.00%
Evergreen Private Wealth LLC 4 4 UNCH 0.00%
Central Valley Advisors LLC 1,205 1,205 UNCH 0.00%
Fielder Capital Group LLC 1,329 1,329 UNCH 0.00%
Transcendent Capital Group LLC 1,100 1,100 UNCH 0.00%
13F Filers Decreasing XLK Share Count
Q3 Asset Management 73,261 4,477 -68,784 -93.89%
Symmetry Partners LLC 146,935 14,690 -132,245 -90.00%
Accurate Wealth Management LLC 33,035 4,037 -28,998 -87.78%
Kessler Investment Group LLC 4,335 669 -3,666 -84.57%
Arvest Investments Inc. 286 56 -230 -80.42%
KWB Wealth 22,513 4,444 -18,069 -80.26%
Financial Synergies Wealth Advisors Inc. 115 25 -90 -78.26%
Transform Wealth LLC 10,001 2,235 -7,766 -77.65%
Advisor Resource Council 122,553 29,106 -93,447 -76.25%
Occidental Asset Management LLC 21,192 5,616 -15,576 -73.50%
Gradient Investments LLC 379 108 -271 -71.50%
Pacifica Partners Inc. 210 60 -150 -71.43%
Overbrook Management Corp 4,129 1,210 -2,919 -70.70%
Calton & Associates Inc. 19,558 8,463 -11,095 -56.73%
Cooper Financial Group 5,556 2,424 -3,132 -56.37%
Welch Group LLC 7,182 3,366 -3,816 -53.13%
Parisi Gray Wealth Management 10,629 5,025 -5,604 -52.72%
Hobart Private Capital LLC 79,987 38,497 -41,490 -51.87%
Godsey & Gibb Associates 130 65 -65 -50.00%
PPS&V Asset Management Consultants Inc. 2,030 1,030 -1,000 -49.26%
Heartwood Wealth Advisors LLC 22,610 11,603 -11,007 -48.68%
Lowe Wealth Advisors LLC 226 116 -110 -48.67%
Baldwin Brothers Inc. MA 274 143 -131 -47.81%
Cutler Group LP 10,162 5,377 -4,785 -47.09%
City State Bank 215 115 -100 -46.51%
Fundamentun LLC 3,880 2,090 -1,790 -46.13%
Peoples Bank KS 13,573 7,368 -6,205 -45.72%
LifePro Asset Management 1,953 1,110 -843 -43.16%
VanderPol Investments L.L.C. 3,043 1,746 -1,297 -42.62%
Trilogy Capital Inc. 47,939 27,530 -20,409 -42.57%
Capital Investment Advisors LLC 481,029 279,139 -201,890 -41.97%
GHP Investment Advisors Inc. 171 100 -71 -41.52%
Fulcrum Equity Management 12,062 7,524 -4,538 -37.62%
CX Institutional 79,775 49,871 -29,904 -37.49%
Retireful LLC 32,499 20,823 -11,676 -35.93%
Alpha Cubed Investments LLC 11,215 7,336 -3,879 -34.59%
Annex Advisory Services LLC 7,172 4,781 -2,391 -33.34%
Wealth Effects LLC 2,415 1,611 -804 -33.29%
Nikulski Financial Inc. 1,876 1,345 -531 -28.30%
Wela Strategies Inc. 27,217 19,682 -7,535 -27.68%
Bangor Savings Bank 9,920 7,246 -2,674 -26.96%
BNC Wealth Management LLC 10,219 7,507 -2,712 -26.54%
Procyon Private Wealth Partners LLC 2,290 1,703 -587 -25.63%
Iams Wealth Management LLC 4,532 3,382 -1,150 -25.38%
Oakworth Capital Inc. 147,702 110,505 -37,197 -25.18%
Atticus Wealth Management LLC 24,653 18,603 -6,050 -24.54%
626 Financial LLC 11,359 8,650 -2,709 -23.85%
Donaldson Capital Management LLC 15,680 11,945 -3,735 -23.82%
Brown Advisory Inc. 29,608 23,353 -6,255 -21.13%
Armor Investment Advisors LLC 8,896 7,034 -1,862 -20.93%
Safeguard Financial LLC 1,943 1,551 -392 -20.17%
GenTrust LLC 15,307 12,234 -3,073 -20.08%
Atlantic Union Bankshares Corp 1,682 1,348 -334 -19.86%
Sky Investment Group LLC 2,125 1,725 -400 -18.82%
Osborne Partners Capital Management LLC 1,485 1,215 -270 -18.18%
Foster & Motley Inc. 1,433 1,185 -248 -17.31%
Grimes & Company Inc. 204,748 171,638 -33,110 -16.17%
Collective Family Office LLC 3,721 3,121 -600 -16.12%
ZRC Wealth Management LLC 203 172 -31 -15.27%
West Paces Advisors Inc. 705 605 -100 -14.18%
Signet Financial Management LLC 21,564 18,525 -3,039 -14.09%
Daymark Wealth Partners LLC 3,047 2,630 -417 -13.69%
St. Johns Investment Management Company LLC 31,363 27,161 -4,202 -13.40%
Phillips Financial Management LLC 988 859 -129 -13.06%
CHICAGO TRUST Co NA 7,026 6,111 -915 -13.02%
Kingswood Wealth Advisors LLC 7,535 6,561 -974 -12.93%
Saxon Interests Inc. 11,153 9,720 -1,433 -12.85%
Allspring Global Investments Holdings LLC 148,172 129,372 -18,800 -12.69%
Wetzel Investment Advisors Inc. 1,724 1,509 -215 -12.47%
Arlington Capital Management Inc. 18,829 16,507 -2,322 -12.33%
Veriti Management LLC 3,042 2,670 -372 -12.23%
Wagner Wealth Management LLC 247 217 -30 -12.15%
Eagle Rock Investment Company LLC 1,307 1,150 -157 -12.01%
Piscataqua Savings Bank 168 148 -20 -11.90%
West Branch Capital LLC 447 396 -51 -11.41%
Peoples Financial Services CORP. 5,346 4,736 -610 -11.41%
Clarity Financial LLC 132,049 117,316 -14,733 -11.16%
Allred Capital Management LLC 1,933 1,725 -208 -10.76%
Wealth Advisory Solutions LLC 6,827 6,097 -730 -10.69%
Aua Capital Management LLC 17,311 15,469 -1,842 -10.64%
Cedar Brook Financial Partners LLC 1,206 1,078 -128 -10.61%
Ritholtz Wealth Management 5,239 4,707 -532 -10.15%
Strategic Investment Advisors MI 2,759 2,481 -278 -10.08%
Indiana Trust & Investment Management CO 1,457 1,311 -146 -10.02%
Sunbelt Securities Inc. 13,311 11,991 -1,320 -9.92%
Proffitt & Goodson Inc. 1,159 1,044 -115 -9.92%
Access Financial Services Inc. 12,594 11,353 -1,241 -9.85%
OLD National Bancorp IN 268,943 242,855 -26,088 -9.70%
City Holding Co. 15,421 13,944 -1,477 -9.58%
Romano Brothers AND Company 2,144 1,943 -201 -9.38%
Capstone Triton Financial Group LLC 1,249 1,135 -114 -9.13%
Round Rock Advisors LLC 37,655 34,289 -3,366 -8.94%
Tsfg LLC 71,492 65,330 -6,162 -8.62%
RWM Asset Management LLC 76,181 69,820 -6,361 -8.35%
American Financial Advisors LLC 3,692 3,390 -302 -8.18%
Trust Co 62,185 57,096 -5,089 -8.18%
S. R. Schill & Associates 4,807 4,424 -383 -7.97%
Smith & Howard Wealth Management LLC 2,718 2,507 -211 -7.76%
Signature Securities Group Corporation 13,745 12,684 -1,061 -7.72%
StoneCrest Wealth Management Inc. 2,460 2,274 -186 -7.56%
Horizon Wealth Management LLC 66,719 61,678 -5,041 -7.56%
Aurum Wealth Management Group LLC 11,253 10,463 -790 -7.02%
Gunderson Capital Management Inc. 2,659 2,473 -186 -7.00%
Eagle Ridge Investment Management 3,621 3,370 -251 -6.93%
H&H Retirement Design & Management INC 18,661 17,384 -1,277 -6.84%
Raymond James Trust N.A. 36,231 33,773 -2,458 -6.78%
Busey Wealth Management 7,595 7,088 -507 -6.68%
Stableford Capital II LLC 1,170 1,092 -78 -6.67%
Chemung Canal Trust Co. 289,391 270,256 -19,135 -6.61%
Zimmermann Investment Management & Planning LLC 1,112 1,039 -73 -6.56%
Sound Income Strategies LLC 1,082 1,012 -70 -6.47%
Harbor Investment Advisory LLC 4,878 4,570 -308 -6.31%
Rockland Trust Co. 60,084 56,333 -3,751 -6.24%
Taylor & Morgan Wealth Management LLC 3,469 3,253 -216 -6.23%
Stillwater Capital Advisors LLC 162,631 152,587 -10,044 -6.18%
Butensky & Cohen Financial Security Inc. 17,865 16,765 -1,100 -6.16%
Prairie Sky Financial Group LLC 1,754 1,647 -107 -6.10%
Acropolis Investment Management LLC 15,815 14,859 -956 -6.04%
Kovack Advisors Inc. 31,011 29,164 -1,847 -5.96%
Channel Wealth LLC 4,424 4,168 -256 -5.79%
Blue Chip Partners Inc. 8,592 8,121 -471 -5.48%
Heritage Wealth Management LLC 3,166 2,995 -171 -5.40%
NorthCrest Asset Manangement LLC 1,351 1,281 -70 -5.18%
Westside Investment Management Inc. 25,889 24,553 -1,336 -5.16%
Oak Harbor Wealth Partners LLC 1,000 950 -50 -5.00%
D. B. Root & Company LLC 23,271 22,155 -1,116 -4.80%
Asset Dedication LLC 1,277 1,217 -60 -4.70%
Simon Quick Advisors LLC 3,994 3,815 -179 -4.48%
Peak Financial Advisors LLC 3,933 3,758 -175 -4.45%
Coastal Investment Advisors Inc. 28,536 27,316 -1,220 -4.28%
Lake Street Financial LLC 2,923 2,798 -125 -4.28%
CRA Financial Services LLC 2,499 2,394 -105 -4.20%
Raymond James & Associates 3,582,043 3,434,467 -147,576 -4.12%
Teamwork Financial Advisors LLC 4,581 4,393 -188 -4.10%
Davis Capital Management 836 802 -34 -4.07%
Lindbrook Capital LLC 20,788 19,944 -844 -4.06%
MBL Wealth LLC 3,084 2,959 -125 -4.05%
Means Investment CO. Inc. 1,956 1,877 -79 -4.04%
Amplius Wealth Advisors LLC 4,394 4,225 -169 -3.85%
Krilogy Financial LLC 167,538 161,230 -6,308 -3.77%
Investment Advisory Services Inc. TX ADV 15,545 14,985 -560 -3.60%
Parsons Capital Management Inc. RI 29,289 28,244 -1,045 -3.57%
Fifth Third Bancorp 420,790 405,961 -14,829 -3.52%
Boltwood Capital Management 25,963 25,071 -892 -3.44%
Exchange Capital Management Inc. 20,684 19,979 -705 -3.41%
Disciplined Investments LLC 4,849 4,686 -163 -3.36%
Fortune Financial Advisors LLC 5,475 5,294 -181 -3.31%
JGP Wealth Management LLC 1,892 1,830 -62 -3.28%
Financial Insights Inc. 15,780 15,280 -500 -3.17%
Trust Co. of Virginia VA 56,721 54,926 -1,795 -3.16%
Roble Belko & Company Inc 105,373 102,118 -3,255 -3.09%
Trust Point Inc. 1,964 1,905 -59 -3.00%
Arcus Capital Partners LLC 2,699 2,621 -78 -2.89%
Optimum Investment Advisors 900 875 -25 -2.78%
OneAscent Financial Services LLC 8,571 8,335 -236 -2.75%
AFG Fiduciary Services Limited Partnership 18,739 18,226 -513 -2.74%
Outlook Wealth Advisors LLC 2,024 1,969 -55 -2.72%
Capital Advisors Wealth Management LLC 1,080 1,051 -29 -2.69%
Fragasso Group Inc. 8,778 8,547 -231 -2.63%
Banque Cantonale Vaudoise 3,239 3,155 -84 -2.59%
Trinity Wealth Management LLC 41,537 40,514 -1,023 -2.46%
Roberts Wealth Advisors LLC 17,413 16,986 -427 -2.45%
IAM Advisory LLC 6,423 6,270 -153 -2.38%
SOL Capital Management CO 4,300 4,200 -100 -2.33%
Main Street Financial Solutions LLC 5,014 4,899 -115 -2.29%
Friedenthal Financial 615 601 -14 -2.28%
Raymond James Financial Services Advisors Inc. 871,834 852,071 -19,763 -2.27%
Hanson & Doremus Investment Management 2,182 2,133 -49 -2.25%
Windsor Capital Management LLC 27,076 26,481 -595 -2.20%
United Asset Strategies Inc. 205,725 201,310 -4,415 -2.15%
Toth Financial Advisory Corp 57,664 56,422 -1,242 -2.15%
Avitas Wealth Management LLC 26,667 26,097 -570 -2.14%
Galvin Gaustad & Stein LLC 5,740 5,620 -120 -2.09%
Aspire Private Capital LLC 1,336 1,309 -27 -2.02%
Miracle Mile Advisors LLC 97,349 95,414 -1,935 -1.99%
KG&L Capital Management LLC 3,735 3,661 -74 -1.98%
Bank of New Hampshire 6,680 6,555 -125 -1.87%
Buffington Mohr McNeal 109,714 107,696 -2,018 -1.84%
Ignite Planners LLC 4,435 4,355 -80 -1.80%
Pathway Financial Advisors LLC 5,703 5,602 -101 -1.77%
Game Plan Financial Advisors LLC 3,237 3,182 -55 -1.70%
AlphaMark Advisors LLC 51,652 50,809 -843 -1.63%
MV Capital Management Inc. 61,104 60,153 -951 -1.56%
CENTRAL TRUST Co 31,752 31,268 -484 -1.52%
SignalPoint Asset Management LLC 2,233 2,201 -32 -1.43%
Capital Insight Partners LLC 24,999 24,653 -346 -1.38%
Rezny Wealth Management Inc. 75,203 74,198 -1,005 -1.34%
Sigma Investment Counselors Inc. 13,289 13,111 -178 -1.34%
Petredis Investment Advisors LLC 186,190 183,922 -2,268 -1.22%
jvl associates llc 9,443 9,330 -113 -1.20%
Successful Portfolios LLC 16,813 16,612 -201 -1.20%
Cookson Peirce & Co. Inc. 4,692 4,636 -56 -1.19%
Sebold Capital Management Inc. 1,457 1,440 -17 -1.17%
Global Trust Asset Management LLC 1,286 1,271 -15 -1.17%
Strategic Advisors LLC 9,906 9,792 -114 -1.15%
Monticello Wealth Management LLC 5,644 5,580 -64 -1.13%
Paul Damon & Associates Inc. 4,019 3,975 -44 -1.09%
Robinson Value Management Ltd. 7,035 6,960 -75 -1.07%
Clarus Wealth Advisors 28,215 27,949 -266 -0.94%
Vivid Wealth Management LLC 26,153 25,925 -228 -0.87%
Legacy Private Trust Co. 12,212 12,107 -105 -0.86%
L.M. Kohn & Company 5,361 5,316 -45 -0.84%
American National Bank 1,442 1,430 -12 -0.83%
Cyndeo Wealth Partners LLC 4,925 4,887 -38 -0.77%
Ferguson Wellman Capital Management Inc. 48,022 47,668 -354 -0.74%
Key Client Fiduciary Advisors LLC 1,116 1,108 -8 -0.72%
Elevated Capital Advisors LLC 12,519 12,433 -86 -0.69%
RTD Financial Advisors Inc. 1,651 1,640 -11 -0.67%
Schnieders Capital Management LLC 58,830 58,450 -380 -0.65%
Mechanics Bank Trust Department 30,719 30,520 -199 -0.65%
Trifecta Capital Advisors LLC 12,449 12,370 -79 -0.63%
Hudson Valley Investment Advisors Inc. ADV 94,543 93,964 -579 -0.61%
Plimoth Trust Co. LLC 17,908 17,806 -102 -0.57%
Equitable Trust Co. 8,386 8,338 -48 -0.57%
Platte River Wealth Advisors LLC 4,627 4,602 -25 -0.54%
Wedmont Private Capital 14,250 14,179 -71 -0.50%
Sandbox Financial Partners LLC 2,785 2,771 -14 -0.50%
Ndwm LLC 19,283 19,193 -90 -0.47%
Shulman DeMeo Asset Management LLC 18,586 18,498 -88 -0.47%
Grassi Investment Management 30,697 30,558 -139 -0.45%
Winthrop Advisory Group LLC 2,029 2,020 -9 -0.44%
SJS Investment Consulting Inc. 518 516 -2 -0.39%
Berkshire Bank 6,341 6,318 -23 -0.36%
Brown Miller Wealth Management LLC 3,557 3,545 -12 -0.34%
First PREMIER Bank 5,389 5,374 -15 -0.28%
Lynch & Associates IN 10,274 10,249 -25 -0.24%
Strategies Wealth Advisors LLC 2,319 2,314 -5 -0.22%
Sterling Investment Management Inc. 4,828 4,818 -10 -0.21%
Sage Capital Advisors llc 34,959 34,922 -37 -0.11%
Northeast Financial Group Inc. 2,287 2,285 -2 -0.09%
Wealthcare Advisory Partners LLC 37,981 37,953 -28 -0.07%
Verdence Capital Advisors LLC 9,327 9,321 -6 -0.06%
Investment Partners Asset Management Inc. 2,528 2,527 -1 -0.04%
Charter Trust Co. 480,880 480,766 -114 -0.02%
13F Filers Exiting XLK
BKM Wealth Management LLC 894 0 -894 -100.00%
Waterway Wealth Management LLC 3,269 0 -3,269 -100.00%
Portman Square Capital LLP 176,426 0 -176,426 -100.00%
McGlone Suttner Wealth Management Inc. 96 0 -96 -100.00%
Arista Wealth Management LLC 2,934 0 -2,934 -100.00%
FSC Wealth Advisors LLC 33,062 0 -33,062 -100.00%
Independent Wealth Network Inc. 6,605 0 -6,605 -100.00%
Level Financial Advisors Inc. 470 0 -470 -100.00%
Koss Olinger Consulting LLC 14,991 0 -14,991 -100.00%
Sterling Group Wealth Management LLC 1,128 0 -1,128 -100.00%
Iron Horse Wealth Management LLC 21 0 -21 -100.00%
IAG Wealth Partners LLC 108 0 -108 -100.00%
Tennessee Valley Asset Management Partners 74 0 -74 -100.00%
Gleason Group Inc. 97 0 -97 -100.00%
Cardinal Strategic Wealth Guidance 1,004 0 -1,004 -100.00%
Charles Schwab Trust Co 5,916 0 -5,916 -100.00%
Curated Wealth Partners LLC 1,057 0 -1,057 -100.00%
Signify Wealth 2,176 0 -2,176 -100.00%
Inscription Capital LLC 1,845 0 -1,845 -100.00%
APCM Wealth Management for Individuals 724 0 -724 -100.00%
Vanguard Capital Wealth Advisors 2,877 0 -2,877 -100.00%
WoodTrust Financial Corp 1,924 0 -1,924 -100.00%
Affiance Financial LLC 6,143 0 -6,143 -100.00%
Meridian Wealth Management LLC 14,305 0 -14,305 -100.00%
Canal Capital Management LLC 1,235 0 -1,235 -100.00%
McNamara Financial Services Inc. 1,045 0 -1,045 -100.00%
Lunt Capital Management Inc. 2,524 0 -2,524 -100.00%
LVZ Advisors Inc. 6,841 0 -6,841 -100.00%
Simplex Trading LLC 109,307 0 -109,307 -100.00%
Montecito Bank & Trust 1,539 0 -1,539 -100.00%
Kaye Capital Management 1,003 0 -1,003 -100.00%
Adams Diversified Equity Fund Inc. 41,900 0 -41,900 -100.00%

See Summary: Institutional Holders of XLK
See Details: Top 10 Hedge Funds Holding XLK

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