XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund - Net Long/Short Value

The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
US ˙ ARCA ˙ US81369Y4070

XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
Partners Wealth Management, Llc
Belpointe Asset Management LLC
Lionsbridge Wealth Management LLC
Advisors Preferred, LLC
Tiaa Trust, National Association
Consolidated Portfolio Review Corp
Wetzel Investment Advisors, Inc.
Stratos Wealth Advisors, LLC
Brown Brothers Harriman & Co
Spire Wealth Management
Zullo Investment Group, Inc.
Graves-Light Private Wealth Management, Inc.
Cassaday & Co Wealth Management LLC
Atlantic Private Wealth, LLC
SG Americas Securities, LLC
Dearborn Partners Llc
Main Management ETF Advisors, LLC
Magnus Financial Group LLC
Parsons Capital Management Inc/ri
Everett Harris & Co /ca/
Clarus Wealth Advisors
Texas Yale Capital Corp.
Sykon Capital Llc
Fmr Llc
Duncker Streett & Co Inc
Kcm Investment Advisors Llc
Hopwood Financial Services, Inc.
USA Financial Portformulas Corp
CFC Planning Co LLC
Exchange Traded Concepts, Llc
Compass Wealth Management, LLC/GA
DecisionPoint Financial, LLC
Cypress Capital Advisors, LLC
Chicago Partners Investment Group LLC
Congress Wealth Management LLC / DE /
Horizon Wealth Management, LLC
Mariner, LLC
Horizon Investments, LLC
Florida Financial Advisors, Llc
Moneta Group Investment Advisors Llc
Moss Adams Wealth Advisors LLC
MAI Capital Management
Snowden Capital Advisors LLC
Inscription Capital, LLC
Leeward Financial Partners, LLC
Healthcare Of Ontario Pension Plan Trust Fund
Capital Analysts, Inc.
Harbour Investments, Inc.
Cherry Tree Wealth Management, LLC
Iron Horse Wealth Management, LLC
Phoenix Holdings Ltd.
Tudor Investment Corp Et Al
Seacrest Wealth Management, Llc
Mirador Capital Partners LP
Plante Moran Financial Advisors, LLC
SRS Capital Advisors, Inc.
Marcum Wealth, LLC
Acorn Financial Advisory Services Inc /adv
Asset Dedication, LLC
Mv Capital Management, Inc.
Arlington Capital Management, Inc.
Soundwatch Capital LLC
Provenance Wealth Advisors, LLC
First Trust Advisors Lp
Natixis
Axim Planning & Wealth
Colony Group, LLC
F/M Investments LLC
Wedbush Securities Inc
Bnp Paribas Arbitrage, Sa
Simplicity Wealth,LLC
Oxford Financial Group Ltd
First Citizens Bank & Trust Co
Bedell Frazier Investment Counseling, LLC
Agf Management Ltd
Robertson Stephens Wealth Management, LLC
SECT - Northern Lights Fund Trust IV - Main Sector Rotation ETF
Signature Wealth Management Partners, LLC
Nbc Securities, Inc.
Atwood & Palmer Inc
Ritholtz Wealth Management
Private Capital Management Llc
Valeo Financial Advisors, LLC
Mmbg Investment Advisors Co.
Insight Advisors, LLC/ PA
Collier Financial
Pcg Asset Management, Llc
Janney Capital Management LLC
Creative Planning
Private Advisor Group, LLC
Group One Trading, L.p.
Bradley Foster & Sargent Inc/ct
Susquehanna International Group, Llp
Innealta Capital, Llc
MPS Loria Financial Planners, LLC
Kaizen Financial Strategies
Cullen/frost Bankers, Inc.
Union Bancaire Privee, UBP SA
Fjell Capital, LLC
AlphaCore Capital LLC
Annex Advisory Services, LLC
SOL Capital Management CO
Clarius Group, LLC
Whitener Capital Management, Inc.
Fairscale Capital, LLC
Kiker Wealth Management, LLC
Nadler Financial Group, Inc.
Union Savings Bank
Bristlecone Advisors, LLC
Argent Trust Co
Heartland Advisors Inc
Kingstone Capital Partners Texas, LLC
One Charles Private Wealth Services, LLC
Sabal Trust CO
SYM FINANCIAL Corp
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
Flywheel Private Wealth LLC
Richard W. Paul & Associates, LLC
First Horizon Advisors, Inc.
Wulff, Hansen & Co.
Point72 (DIFC) Ltd
Arkadios Wealth Advisors
OneAscent Family Office, LLC
Point72 Asset Management, L.P.
Trilogy Capital Inc.
Kickstand Ventures, Llc.
NWF Advisory Services Inc.
Armstrong Advisory Group, Inc
Synovus Financial Corp
Great Valley Advisor Group, Inc.
Winthrop Capital Management, LLC
Ferguson Wellman Capital Management, Inc
Pure Financial Advisors, Inc.
Migdal Insurance & Financial Holdings Ltd.
Roxbury Financial LLC
Orion Portfolio Solutions, LLC
Nelson Capital Management, LLC
We Are One Seven, LLC
Neville Rodie & Shaw Inc
Berger Financial Group, Inc
Franklin Resources Inc
Qrg Capital Management, Inc.
Agate Pass Investment Management, LLC
Empower Advisory Group, LLC
Spartan Planning & Wealth Management
Midland Wealth Advisors Llc
Natixis Advisors, L.p.
EMPB - EA Series Trust - Efficient Market Portfolio Plus ETF
Cinctive Capital Management LP
Elevated Capital Advisors, LLC
Purus Wealth Management, LLC
Charles Schwab Investment Management Inc
Constitution Capital LLC
Regent Peak Wealth Advisors LLC
HBW Advisory Services LLC
Wagner Wealth Management, Llc
Transamerica Financial Advisors, Inc.
FineMark National Bank & Trust
Martin & Co Inc /tn/
Biltmore Family Office, LLC
Signature Estate & Investment Advisors Llc
180 Wealth Advisors, Llc
Key FInancial Inc
Signature Securities Group Corporation
Alpine Woods Capital Investors, Llc
Bbr Partners, Llc
Moulton Wealth Management, Inc
Fort Point Capital Partners LLC
Johnson Financial Group, Inc.
Green Harvest Asset Management LLC
Steele Capital Management, Inc.
BankPlus Trust Department
Victory Capital Management Inc
Apollon Wealth Management, LLC
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF
Main Management Fund Advisors LLC
Sierra Capital LLC
5th Street Advisors, LLC
Granite Harbor Advisors, Inc.
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
Vestor Capital, Llc
Archford Capital Strategies, LLC
CENTRAL TRUST Co
Great Lakes Advisors, Llc
Founders Financial Securities Llc
Dorsey & Whitney Trust CO LLC
Integral Investment Advisors, Inc.
Heartwood Wealth Advisors LLC
Advisory Services Network, LLC
Journey Advisory Group, LLC
Lido Advisors, LLC
Peoples Bank/KS
Rockingstone Advisors LLC
Colonial Trust Advisors
Townsend Asset Management Corp /nc/ /adv
Investment Research & Advisory Group, Inc.
Millennium Management Llc
Alpha Wealth Funds, LLC
Bank Of Montreal /can/
Quest 10 Wealth Builders, Inc.
Stonebridge Financial Planning Group, LLC
Barrett & Company, Inc.
Flagship Harbor Advisors, Llc
Stillwater Wealth Management Group
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
AllSquare Wealth Management LLC
Williams & Novak, LLC
IMZ Advisory Inc
Ascent Group, LLC
Raymond James Financial Inc
CWA Asset Management Group, LLC
Three Bridge Wealth Advisors, LLC
RWM Asset Management, LLC
SRB Corp
Advisory Resource Group
Brookstone Capital Management
Resources Management Corp /ct/ /adv
Wealth Architects, LLC
Atom Investors LP
Sterling Investment Management, Inc.
Stock Yards Bank & Trust Co
Colton Groome Financial Advisors, Llc
Principal Securities, Inc.
Hazlett, Burt & Watson, Inc.
Adirondack Trust Co
Hartland & Co., LLC
Yukon Wealth Management, Inc.
Coston, McIsaac & Partners
Fundamentun, Llc
RPg Family Wealth Advisory, LLC
Solstein Capital, LLC
Capstone Investment Advisors, Llc
Qube Research & Technologies Ltd
Ashton Thomas Securities, Llc
Burkett Financial Services, Llc
Pinnacle Associates Ltd
Total Wealth Planning & Management, Inc.
Clarity Financial LLC
EHP Funds Inc.
Morse Asset Management, Inc
Factory Mutual Insurance Co
Diversified Enterprises, LLC
Duncan Williams Asset Management, LLC
Versant Capital Management, Inc
Coastal Investment Advisors, Inc.
Harel Insurance Investments & Financial Services Ltd.
West Branch Capital LLC
LFA - Lugano Financial Advisors SA
Integrated Wealth Concepts LLC
Arista Wealth Management, LLC
Evercore Wealth Management, LLC
South Plains Financial, Inc.
Winch Advisory Services, LLC
Tortoise Investment Management, LLC
Hurlow Wealth Management Group, Inc.
Naples Global Advisors, Llc
Fwl Investment Management, Llc
Quantinno Capital Management LP
QPX - AdvisorShares Trust - AdvisorShares Q Dynamic Growth ETF
Perfromance Wealth Partners, LLC
Talisman Wealth Advisors LLC
Institute for Wealth Management, LLC.
Atlantic Edge Private Wealth Management, LLC
One Capital Management, LLC
Cubist Systematic Strategies, LLC
Dumont & Blake Investment Advisors Llc
Nikulski Financial, Inc.
Financial Gravity Companies, Inc.
Northstar Financial Companies, Inc.
MPRO - Northern Lights Fund Trust IV - Monarch ProCap ETF
Eisler Capital Management Ltd.
Runnymede Capital Advisors, Inc.
Cetera Investment Advisers
Terra Nova Asset Management LLC
Fiduciary Trust Co
Kestra Private Wealth Services, Llc
Bragg Financial Advisors, Inc
Logan Capital Management Inc
Byrne Financial Freedom, Llc
Everstar Asset Management, LLC
Wolff Wiese Magana Llc
Haverford Trust Co
Royal Bank Of Canada
Webster Bank, N. A.
Beacon Capital Management, LLC
U.S. Capital Wealth Advisors, LLC
Copia Wealth Management
Cohen & Steers, Inc.
Atria Wealth Solutions, Inc.
Armor Investment Advisors, LLC
Dagco, Inc.
Comprehensive Financial Planning, Inc./PA
Marion Wealth Management
Arete Wealth Advisors, LLC
Burns J W & Co Inc/ny
Perkins Coie Trust Co
Occidental Asset Management, LLC
Wealthfront Advisers Llc
Gradient Investments LLC
Sharkey, Howes & Javer
CBIZ Investment Advisory Services, LLC
Floyd Financial Group Llc
Us Bancorp \de\
Baldwin Brothers Inc/ma
WealthTrak Capital Management LLC
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
Signature Resources Capital Management, LLC
Thompson Davis & Co., Inc.
Parallel Advisors, LLC
Deutsche Bank Ag\
Kayne Anderson Rudnick Investment Management Llc
Jefferies Financial Group Inc.
Optimum Investment Advisors
Schrum Private Wealth Management LLC
Balboa Wealth Partners
jvl associates llc
Pettyjohn, Wood & White, Inc
Crew Capital Management, Ltd.
Petredis Investment Advisors Llc
Tyche Wealth Partners LLC
Farmers & Merchants Trust Co of Chambersburg PA
Hennion & Walsh Asset Management, Inc.
Fulcrum Equity Management
Certified Advisory Corp
Vickerman Investment Advisors, Inc.
BUYW - Northern Lights Fund Trust IV - Main BuyWrite ETF
Contravisory Investment Management, Inc.
CMH Wealth Management LLC
SBI Securities Co., Ltd.
Madden Advisory Services, Inc.
Financially Speaking Inc
Ingalls & Snyder Llc
TCP Asset Management, LLC
Fourth Dimension Wealth, LLC
Morgan Stanley
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A
Citizens Financial Group Inc/ri
Gladstone Institutional Advisory LLC
Talon Private Wealth, LLC
St. Johns Investment Management Company, LLC
Balentine LLC
Cavalier Investments, LLC
Pallas Capital Advisors LLC
Stonebrook Private Inc.
Prostatis Group LLC
Eqis Capital Management, Inc.
Mission Wealth Management, Lp
Nemes Rush Group LLC
SCS Capital Management LLC
Sender Co & Partners, Inc.
Equitable Holdings, Inc.
Sage Capital Management, LLC
Ancora Advisors, LLC
AlphaStar Capital Management, LLC
Reuter James Wealth Management, Llc
State Street Corp
River Wealth Advisors LLC
Personal Cfo Solutions, Llc
Live Oak Investment Partners
Cornerstone Wealth Management, LLC
Zions Bancorporation, National Association /ut/
Patriot Financial Group Insurance Agency, LLC
Price T Rowe Associates Inc /md/
Maseco Llp
BIP Wealth, LLC
Mutual Advisors, LLC
Sentinel Trust Co Lba
AAFMAA Wealth Management & Trust LLC
Mount Yale Investment Advisors, LLC
Invst, LLC
Gotham Asset Management, LLC
Spinnaker Trust
Operose Advisors LLC
Promethium Advisors,llc
XTX Topco Ltd
Delta Capital Management Llc
Atticus Wealth Management, Llc
Oppenheimer & Co Inc
Pathstone Holdings, LLC
Polymer Capital Management (HK) LTD
Trust Co Of Virginia /va
Fairvoy Private Wealth, LLC
Sunbelt Securities, Inc.
Benjamin Edwards Inc
Canton Hathaway, LLC
Park Square Financial Group, LLC
Nations Financial Group Inc, /ia/ /adv
AE Wealth Management LLC
Commonwealth Equity Services, Llc
Advisor Group Holdings, Inc.
Mission Creek Capital Partners, Inc.
Cresset Asset Management, LLC
Financial Connections Group, Inc.
Huntington National Bank
McAdam, LLC
HBK Sorce Advisory LLC
MGB Wealth Management, LLC
Secure Asset Management, LLC
Eukles Asset Management
CI Private Wealth, LLC
German American Bancorp, Inc.
Itau Unibanco Holding S.A.
Pacifica Partners Inc.
ORG Wealth Partners, LLC
CX Institutional
Retirement Planning Group
Massmutual Trust Co Fsb/adv
Murphy & Mullick Capital Management Corp
Cohen & Steers Closed-end Opportunity Fund, Inc.
Vaughan David Investments Inc/il
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
Trust Co Of Oklahoma
Phillips Wealth Planners LLC
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
ICSIX - NORTHERN LIGHTS FUND TRUST II - Dynamic U.S. Opportunity Fund Class I
Clare Market Investments LLC
Chemistry Wealth Management LLC
Boston Private Wealth Llc
Fca Corp /tx
Penobscot Wealth Management
Huntleigh Advisors, Inc.
Greenleaf Trust
Beaumont Financial Advisors, LLC
Elevate Wealth Advisory, Inc
CoreCap Advisors, LLC
Farmers & Merchants Investments Inc
Full Sail Capital, LLC
Avantax Advisory Services, Inc.
Mill Creek Capital Advisors, LLC
Lowe Brockenbrough & Co Inc
Chilton Capital Management Llc
Financial Advisory Corp /ut/ /adv
Cedar Mountain Advisors, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Sage Mountain Advisors LLC
Gerber Kawasaki Wealth & Investment Management
Gryphon Financial Partners LLC
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
Creekmur Asset Management LLC
Putnam Fl Investment Management Co
Williams Jones Wealth Management, LLC.
QMLFX - Advisors Preferred Trust - Quantified Market Leaders Fund Investor Class Shares
MontVue Capital Management, Inc.
BlueStem Wealth Partners, LLC
Western Wealth Management, LLC
Sandy Spring Bank
First Financial Bank - Trust Division
Swan Global Investments, LLC
Whalerock Point Partners, Llc
Y.D. More Investments Ltd
Montag A & Associates Inc
Alerus Financial Na
Carderock Capital Management Inc
Banco Santander, S.A.
Fagan Associates, Inc.
Chevy Chase Trust Holdings, Inc.
Country Trust Bank
Kingsview Wealth Management, LLC
Coastal Bridge Advisors, LLC
Wood Tarver Financial Group, LLC
First Command Advisory Services, Inc.
Commerce Bank
Beaird Harris Wealth Management, LLC
Antonelli Financial Advisors, LLC
Pensionmark Financial Group, Llc
CNB Bank
Mirae Asset Global Investments Co., Ltd.
Choate Investment Advisors
Lynch & Associates/in
Kwmg, Llc
Johnson Investment Counsel Inc
Summit Trail Advisors, Llc
Alpine Global Management, LLC
Goldman Sachs Group Inc
Prime Capital Investment Advisors, LLC
Meridian Wealth Advisors, LLC
Banco Bilbao Vizcaya Argentaria, S.a.
Painted Porch Advisors LLC
Wells Fargo & Company/mn
Harmony Asset Management Llc
McIlrath & Eck, LLC
Kathmere Capital Management, LLC
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares
Innova Wealth Partners
UNIVEST FINANCIAL Corp
Private Wealth Partners, LLC
ENDW - EA Series Trust - Cambria Endowment Style ETF
Cranbrook Wealth Management, LLC
Bokf, Na
Mechanics Bank Trust Department
Savant Capital, LLC
Main Street Financial Solutions, LLC
Thrivent Financial For Lutherans
Councilmark Asset Management, LLC
Legacy Private Trust Co.
Sequoia Financial Advisors, LLC
LaSalle St. Investment Advisors, LLC
Harrell Investment Partners, Llc
Acorn Creek Capital Llc
Centaurus Financial, Inc.
Twin Peaks Wealth Advisors, LLC
Relyea Zuckerberg Hanson LLC
Toronto Dominion Bank
Financial Engines Advisors L.L.C.
Lowe Wealth Advisors, LLC
Capital Investment Advisors, LLC
Foster Victor Wealth Advisors, LLC
Coppell Advisory Solutions LLC
Merit Financial Group, LLC
Ameraudi Asset Management, Inc.
Davis Capital Management
Calamos Wealth Management LLC
Nbt Bank N A /ny
Addison Advisors LLC
Mullooly Asset Management, Inc.
First National Bank of Hutchinson
Park Place Capital Corp
CarsonAllaria Wealth Management, Ltd.
First National Trust Co
Northwest Capital Management Inc
Finley Financial, LLC
Providence Capital Advisors, LLC
Costello Asset Management, INC
Youngs Advisory Group, Inc.
Brown, Lisle/cummings, Inc.
North Star Investment Management Corp.
Dakota Wealth Management
Washington Trust Advisors, Inc.
Thurston, Springer, Miller, Herd & Titak, Inc.
United Community Bank
Wellington Management Group Llp
Virtu Financial LLC
Wealthcare Advisory Partners LLC
Perennial Investment Advisors, LLC
Jpmorgan Chase & Co
Sequent Planning LLC
Luminist Capital LLC
MWA Asset Management
Barclays Plc
Toth Financial Advisory Corp
Spectrum Wealth Counsel, LLC
Novare Capital Management Llc
Segment Wealth Management, LLC
Cerity Partners LLC
Ironwood Financial, llc
Family Management Corp
Zrc Wealth Management, Llc
Cambridge Investment Research Advisors, Inc.
Sapient Capital Llc
SkyOak Wealth, LLC
Concord Wealth Partners
Arlington Trust Co LLC
Hsbc Holdings Plc
Brave Asset Management Inc
Delta Asset Management Llc/tn
Mezzasalma Advisors, LLC
Roble, Belko & Company, Inc
Emerald Investment Partners, Llc
GenTrust, LLC
Arvest Investments, Inc.
Bogart Wealth, LLC
RMB Capital Management, LLC
Schnieders Capital Management Llc
Founders Financial Alliance, LLC
Kestra Advisory Services, LLC
Wealthgarden F.s. Llc
Zwj Investment Counsel Inc
Parisi Gray Wealth Management
Charter Oak Capital Management, LLC
Steel Peak Wealth Management LLC
Fisher Asset Management, LLC
Wolverine Trading, Llc
Amussen Hunsaker Associates Llc
Butensky & Cohen Financial Security, Inc
HighTower Advisors, LLC
Legacy Financial Strategies, LLC
DSG Capital Advisors, LLC
Covestor Ltd
Jane Street Group, Llc
Frisch Financial Group, Inc.
Silverlake Wealth Management Llc
Ipsen Advisor Group LLC
Bank of New Hampshire
Providence First Trust Co
Turtle Creek Wealth Advisors, LLC
Quantessence Capital LLC
Gold Investment Management Ltd.
J.w. Cole Advisors, Inc.
Oak Family Advisors, Llc
Centennial Bank/AR/
Wealthspire Advisors, LLC
Investors Research Corp
Cary Street Partners Financial Llc
Founders Grove Wealth Partners, Llc
Intrua Financial, LLC
Empirical Asset Management, LLC
Indiana Trust & Investment Management CO
Rothschild Capital Partners, LLC
Peak Financial Management, Inc.
Summit Financial, LLC
LGT Financial Advisors LLC
Soltis Investment Advisors LLC
Capital Investment Advisory Services, LLC
Smith, Moore & Co.
Orleans Capital Management Corp/la
Financial Perspectives, Inc
Meitav Dash Investments Ltd
Crowley Wealth Management, Inc.
Marco Investment Management Llc
American National Bank
Strategic Financial Partners, Ltd.
Comerica Bank
M.e. Allison & Co., Inc.
Oppenheimer Asset Management Inc.
Caption Management, LLC
SJS Investment Consulting Inc.
SOUTH STATE Corp
First Merchants Corp
Chung Wu Investment Group, LLC
Pitcairn Co
1832 Asset Management L.P.
Arrow Financial Corp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
Kraft, Davis & Associates, LLC
FSM Wealth Advisors, LLC
Axxcess Wealth Management, Llc
StoneX Group Inc.
Smartleaf Asset Management LLC
ASPGX - Northern Lights Fund Trust - Astor Sector Allocation Fund Class A Shares
DAVENPORT & Co LLC
United Asset Strategies, Inc.
Blue Bell Private Wealth Management, Llc
Capital Fund Management S.a.
Federation des caisses Desjardins du Quebec
Td Private Client Wealth Llc
AdvisorShares Investments LLC
First Business Financial Services, Inc.
Private Wealth Advisors, LLC
Principle Wealth Partners Llc
Tempus Wealth Planning, LLC
Geneos Wealth Management Inc.
Northwestern Mutual Wealth Management Co
CIBC Private Wealth Group, LLC
Envestnet Portfolio Solutions, Inc.
CHURCHILL MANAGEMENT Corp
Bessemer Group Inc
Bank Of America Corp /de/
Register Financial Advisors LLC
Kingswood Wealth Advisors, Llc
Weaver Capital Management LLC
Signet Financial Management, Llc
Capital Wealth Alliance, LLC
Colony Family Offices, LLC
Ashton Thomas Private Wealth, LLC
Vista Investment Management
Private Wealth Asset Management, LLC
HTDAX - Two Roads Shared Trust - Hanlon Tactical Dividend and Momentum Fund Class A Shares
Sound View Wealth Advisors Group, LLC
Redhawk Wealth Advisors, Inc.
HHM Wealth Advisors, LLC
Westbourne Investments, Inc.
Gallacher Capital Management LLC
Aries Wealth Management
Clal Insurance Enterprises Holdings Ltd
United Capital Financial Advisers, Llc
Premier Path Wealth Partners, LLC
Farther Finance Advisors, LLC
Archer Investment Corp
Bedel Financial Consulting, Inc.
Ameriflex Group, Inc.
Center for Financial Planning, Inc.
Davis R M Inc
Carret Asset Management, Llc
Harvest Investment Services, LLC
Riggs Asset Managment Co. Inc.
Vontobel Holding Ltd.
Rehmann Capital Advisory Group
Regal Investment Advisors LLC
Wsfs Capital Management, Llc
Global Retirement Partners, LLC
LPL Financial LLC
Howland Capital Management Llc
RiverGlades Family Offices LLC
GoalVest Advisory LLC
James Investment Research Inc
Jfs Wealth Advisors, Llc
Kovack Advisors, Inc.
Newbridge Financial Services Group, Inc.
Norden Group Llc
New Millennium Group LLC
Plimoth Trust Co Llc
Signal Advisors Wealth, LLC
Verus Capital Partners, Llc
Afg Fiduciary Services Limited Partnership
Fenimore Asset Management Inc
Avestar Capital, LLC
Parkside Financial Bank & Trust
Atlas Capital Advisors Llc
Peoples Financial Services Corp.
Manhattan West Asset Management, LLC
King Luther Capital Management Corp
Vivaldi Capital Management, LLC
Neuberger Berman Group LLC
First Citizens Financial Corp
Tradewinds Capital Management, LLC
Galvin, Gaustad & Stein, LLC
Pin Oak Investment Advisors Inc
Provident Wealth Management, LLC
Advisory Alpha, LLC
Beacon Pointe Advisors, LLC
TCTC Holdings, LLC
Fountainhead AM, LLC
Allie Family Office LLC
Caisse De Depot Et Placement Du Quebec
Allianz Asset Management GmbH
Golden State Equity Partners
Associated Banc-corp
Seven Springs Wealth Group, LLC
Hollencrest Capital Management
Silvercrest Asset Management Group Llc
Assetmark, Inc
Pnc Financial Services Group, Inc.
University Of Texas/texas Am Investment Managment Co
Charter Trust Co
Estate Counselors, LLC
Magnolia Private Wealth, LLC
Jacobi Capital Management LLC
Pittenger & Anderson Inc
Hm Payson & Co
Peak6 Llc
Avion Wealth
Ring Mountain Capital, LLC
Birchcreek Wealth Management, LLC
Cooksen Wealth, LLC
Keystone Global Partners, LLC
Titleist Asset Management, Llc
Wedmont Private Capital
Mendel Capital Management LLC
Pennsylvania Capital Management Inc /adv
Stifel Financial Corp
Clear Creek Financial Management, LLC
10Elms LLP
GAMMA Investing LLC
E&G Advisors, LP
David R. Rahn & Associates Inc.
Harbour Trust & Investment Management Co
Atomi Financial Group, Inc.
LRI Investments, LLC
BOK Financial Private Wealth, Inc.
Capitol Family Office, Inc.
Allen Investment Management LLC
Principia Wealth Advisory, LLC
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
West Financial Advisors, LLC
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
Encompass More Asset Management
Boltwood Capital Management
Oxler Private Wealth LLC
International Assets Investment Management, Llc
Independence Bank of Kentucky
Generali Investments, Management Co LLC
M3 Advisory Group, LLC
Byrne Asset Management LLC
Thor Trading Advisors, Llc
BlackRock, Inc.
GWM Advisors LLC
RFG Advisory, LLC
Broadleaf Partners, LLC
Promus Capital, LLC
Joseph P. Lucia & Associates, LLC
Gwn Securities Inc.
Russell Investments Group, Ltd.
OneAscent Financial Services LLC
Tritonpoint Wealth, Llc
Long Run Wealth Advisors, LLC
MSMR - ETF Series Solutions - McElhenny Sheffield Managed Risk ETF
Annis Gardner Whiting Capital Advisors, LLC
EPG Wealth Management LLC
Peapack Gladstone Financial Corp
Legacy Capital Group California, Inc.
Bridge Generations Wealth Management Llc
ORG Partners LLC
Sharper & Granite LLC
Sebold Capital Management, Inc.
Insight Wealth Strategies, LLC
Key Client Fiduciary Advisors, LLC
Prosperity Consulting Group, LLC
Hallmark Capital Management Inc
Bank of New York Mellon Corp
RDA Financial Network
Westside Investment Management, Inc.
Edmond De Rothschild Holding S.a.
Frazier Financial Advisors, LLC
Capital Investment Counsel, LLC
Jaffetilchin Investment Partners, LLC
Regions Financial Corp
GeoWealth Management, LLC
Crewe Advisors LLC
Baird Financial Group, Inc.
Maven Securities LTD
Continuum Advisory, LLC
Wiley Bros.-aintree Capital, Llc
Evolution Wealth Advisors, LLC
Attessa Capital LLC
RMR Wealth Builders
Lvm Capital Management Ltd/mi
Montecito Bank & Trust
Graypoint LLC
Gsa Capital Partners Llp
Private Trust Co Na
Foronjy Financial Llc
Simplex Trading, Llc
HB Wealth Management, LLC
First Community Trust Na
Concurrent Investment Advisors, LLC
Rational Advisors Llc
Onyx Bridge Wealth Group LLC
Laurel Wealth Advisors LLC
Goelzer Investment Management, Inc.
Mattern Wealth Management LLC
Glen Eagle Advisors, LLC
First Interstate Bank
Waterloo Capital, L.P.
Journey Strategic Wealth Llc
Beacon Financial Advisory LLC
Focus Financial Network, Inc.
Wbh Advisory Inc
PFG Investments, LLC
CIBC World Markets Inc.
Integrity Alliance, Llc.
Future Financial Wealth Managment LLC
Calton & Associates, Inc.
IFG Advisory, LLC
SIH Partners, LLLP
Ameritas Investment Partners, Inc.
Moisand Fitzgerald Tamayo, LLC
Mercer Global Advisors Inc /adv
Atria Investments Llc
SDRAX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Fund Class A Shares
Rsm Us Wealth Management Llc
Worth Asset Management, LLC
Valley National Advisers Inc
EverSource Wealth Advisors, LLC
Glassman Wealth Services
GPS Wealth Strategies Group, LLC
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
Anchor Investment Management, LLC
TACK - Capitol Series Trust - Fairlead Tactical Sector ETF
Meridian Wealth Management, LLC
Capital Investment Counsel, Inc
Swmg, Llc
Sofos Investments, Inc.
Alps Advisors Inc
Rise Advisors, LLC
NorthRock Partners, LLC
Guardian Wealth Advisors, Llc / Nc
Childress Capital Advisors, Llc
KPP Advisory Services LLC
Old Second National Bank Of Aurora
Eastern Bank
Thomasville National Bank
Milestone Asset Management, Llc
Tsfg, Llc
San Luis Wealth Advisors LLC
Banque Cantonale Vaudoise
Skopos Labs, Inc.
Cabana Llc
Pacific Sun Financial Corp
JNBA Financial Advisors
Proquility Private Wealth Partners, LLC
Warren Averett Asset Management, LLC
Roman Butler Fullerton & Co
Carnegie Capital Asset Management, LLC
Independent Advisor Alliance
Transce3nd, LLC
Bartlett & Co. Wealth Management Llc
Empowered Funds, LLC
FIL Ltd
Brinker Capital Investments, LLC
IFC Advisors LLC
Old National Bancorp /in/
Avantax Planning Partners, Inc.
Autumn Glory Partners, LLC
Parallax Volatility Advisers, L.P.
Kanawha Capital Management Llc
Peterson Wealth Management
Horizon Financial Services, Llc
N.E.W. Advisory Services LLC
Proffitt & Goodson Inc
Truist Financial Corp
Sigma Planning Corp
Redwood Financial Network Corp
Stillwater Capital Advisors, LLC
Prestige Wealth Management Group LLC
Pacitti Group Inc.
Sowell Financial Services LLC
Aqr Capital Management Llc
Kovitz Investment Group Partners, LLC
Ronald Blue Trust, Inc.
Chemung Canal Trust Co
Foundations Investment Advisors, LLC
Albion Financial Group /ut
Paloma Partners Management Co
Stephenson National Bank & Trust
Cadent Capital Advisors, LLC
China Universal Asset Management Co., Ltd.
Howard Capital Management Group, LLC
National Bank Of Canada /fi/
EDGU - Advisors' Inner Circle Fund II - 3EDGE Dynamic US Equity ETF
Capital Insight Partners, Llc
Brown Advisory Inc
Fielder Capital Group LLC
Whittier Trust Co Of Nevada Inc
Trust Point Inc.
Trifecta Capital Advisors, LLC
Tamar Securities, LLC
Athena Investment Management
HF Advisory Group, LLC
Northern Trust Corp
Midwest Financial Group LLC
Glenmede Investment Management, LP
Sherman Asset Management, Inc.
Stratos Wealth Partners, LTD.
Chesapeake Wealth Management
Biltmore Wealth Management, LLC
Howe & Rusling Inc
Chicago Wealth Management, Inc.
Midwest Trust Co
McElhenny Sheffield Capital Management, LLC
Banco BTG Pactual S.A.
Elm Partners Management LLC
Donald L. Hagan, LLC
Bangor Savings Bank
Tompkins Financial Corp
Thoroughbred Financial Services, Llc
McHugh Group, LLC
IHT Wealth Management, LLC
Envestnet Asset Management Inc
AdvisorNet Financial, Inc
Avidian Wealth Solutions, LLC
Aptus Capital Advisors, LLC
Joel Isaacson & Co., LLC
Smith, Salley & Associates
First Wilshire Securities Management Inc
Lake Street Financial Llc
Watts Gwilliam & Co., LLC
Salem Investment Counselors Inc
Fifth Third Securities, Inc.
Paladin Advisory Group, LLC
Smithfield Trust Co
D.a. Davidson & Co.
Salomon & Ludwin, LLC
Stockman Wealth Management, Inc.
Ledyard National Bank
Straight Path Wealth Management
Rappaport Reiches Capital Management, LLC
Jones Financial Companies Lllp
Ameriprise Financial Inc
Capital Square, LLC
Dunhill Financial, LLC
Captrust Financial Advisors
Evermay Wealth Management Llc
Rockefeller Capital Management L.P.
Two Sigma Securities, Llc
Dynamic Advisor Solutions LLC
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B
M&t Bank Corp
Exencial Wealth Advisors, Llc
Brighton Jones Llc
Farmers National Bank
Legacy Wealth Managment, LLC/ID
Semmax Financial Advisors Inc.
NewEdge Wealth, LLC
Grove Bank & Trust
Modern Wealth Management, LLC
Fortis Group Advisors, LLC
Baker Avenue Asset Management, LP
Jackson, Grant Investment Advisers, Inc.
C2C Wealth Management, LLC
Rakuten Securities, Inc.
Harbor Investment Advisory, Llc
Fifth Third Bancorp
Phillips Financial Management, Llc
Rice Partnership, LLC
O'shaughnessy Asset Management, Llc
Cornerstone Planning Group LLC
Ayalon Holdings Ltd.
Halbert Hargrove Global Advisors, Llc
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
One Day In July LLC
Braun Stacey Associates Inc
Millstone Evans Group, LLC
EQL - ALPS ETF Trust - Alps Equal Sector Weight ETF
Exchange Capital Management, Inc.
Sound Income Strategies, LLC
Oakworth Capital, Inc.
UBS Group AG
Walleye Trading LLC
Allworth Financial LP
Bay Rivers Group
Monticello Wealth Management, Llc
BlueCrest Capital Management Ltd
MTM Investment Management, LLC
Sagespring Wealth Partners, Llc
KWB Wealth
WCG Wealth Advisors LLC
Vigilare Wealth Management
Quaker Wealth Management, LLC
Confluence Wealth Services, Inc.
Stephens Inc /ar/
WestEnd Advisors, LLC
Element Wealth, LLC
Grimes & Company, Inc.
Cullen Capital Management, LLC
BKD Wealth Advisors, LLC
UMA Financial Services, Inc.
Gallagher Fiduciary Advisors, LLC
Crews Bank & Trust
V2 Financial group LLC
Umb Bank N A/mo
Circle Wealth Management, LLC
Forbes J M & Co Llp
WP Advisors, LLC
Fifth Third Wealth Advisors LLC
Angeles Wealth Management, Llc
Citigroup Inc
L.m. Kohn & Company
Nvwm, Llc
Advyzon Investment Management, LLC
Beech Hill Advisors, Inc.
SOA Wealth Advisors, LLC.
Koshinski Asset Management, Inc.
Legend Financial Advisors, Inc.
May Hill Capital, LLC
Resources Investment Advisors, LLC.
Whittier Trust Co
Mitchell Mcleod Pugh & Williams Inc
Sentinus, LLC
Legacy Investment Solutions, LLC
Financial Freedom, LLC
Moors & Cabot, Inc.
Latitude Advisors, LLC
SS&H Financial Advisors, Inc.
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
Roberts Wealth Advisors, LLC
ARS Investment Partners, LLC
Adviser Investments LLC
Advanced Asset Management Advisors Inc
Fiduciary Alliance LLC
Wealth Enhancement Advisory Services, Llc
Ballast, Inc.
Catalytic Wealth RIA, LLC
Essex LLC
MCF Advisors LLC
Palumbo Wealth Management LLC
Keybank National Association/oh
Hudson Valley Investment Advisors Inc /adv
Larson Financial Group LLC
Credit Industriel Et Commercial
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF
Cary Street Partner Investment Advisory Llc
IFP Advisors, Inc
ExodusPoint Capital Management, LP
Janney Montgomery Scott LLC
Kagan Cocozza Asset Management
BCJ Capital Management, LLC
Team Financial Group, LLC
Signaturefd, Llc
Grant/GrossMendelsohn, LLC
Caldwell Securities, Inc
Davies Financial Advisors, Inc.
Quantitative Investment Management, LLC
Balyasny Asset Management Llc
Strategic Investment Solutions, Inc. /IL
Campion Asset Management LLC
Harwood Advisory Group, LLC
SkyView Investment Advisors, LLC
Nixon Peabody Trust Co
Wellspring Financial Advisors, LLC
Community Bank, N.A.
Schonfeld Strategic Advisors LLC
Kennicott Capital Management Llc
Financial Consulate, Inc
SILVER OAK SECURITIES, Inc
Strategic Family Wealth Counselors, L.L.C.
Hancock Whitney Corp
Zacks Investment Management
Brandywine Oak Private Wealth Llc
Optas, LLC
Icon Wealth Advisors, LLC
Pacific Center for Financial Services
Game Plan Financial Advisors, LLC
Ieq Capital, Llc
Venture Visionary Partners LLC
Insigneo Advisory Services, Llc
Sovran Advisors, LLC
Keystone Financial Group
City Holding Co
Venturi Wealth Management, LLC
Luts & Greenleigh Group, Inc
Brookwood Investment Group LLC
Stonehaven Wealth & Tax Solutions, Llc
Goodman Advisory Group, LLC
BRYN MAWR TRUST Co
Manchester Capital Management LLC
Visionary Wealth Advisors
Moloney Securities Asset Management, LLC
Change Path, LLC
Financial Advocates Investment Management
Menora Mivtachim Holdings Ltd.
VCI Wealth Management LLC
Bank of Marin
Keel Point, LLC
Toroso Investments, LLC
Hanson & Doremus Investment Management
TD Waterhouse Canada Inc.
Summit X, LLC
Transcend Wealth Collective, Llc
AMG National Trust Bank
Capstone Wealth Management Group LLC
Ameritas Advisory Services, LLC
Csenge Advisory Group
Flagship Wealth Advisors, Llc
First Manhattan Co
Money Concepts Capital Corp
Creative Financial Designs Inc /adv
3EDGE Asset Management, LP
H&H Retirement Design & Management INC
Good Life Advisors, LLC
WT Wealth Management
Credit Agricole S A
Citadel Advisors Llc
First United Bank Trust/
Perigon Wealth Management, LLC
Elevatus Welath Management
Ensign Peak Advisors, Inc
Prospera Financial Services Inc
Brueske Advisory Services, LLC
GLOW - Victory Portfolios II - VictoryShares WestEnd Global Equity ETF
Country Club Bank /gfn
Mission Hills Financial Advisory, LLC
THLV - THOR Financial Technologies Trust - THOR Low Volatility ETF
RHRX - Starboard Investment Trust - RH Tactical Rotation ETF
Truvestments Capital Llc
Twin Tree Management, LP
Olistico Wealth, LLC
Adams Diversified Equity Fund, Inc.
Beaumont Capital Management, LLC
North Capital, Inc.
Blair William & Co/il
First Foundation Advisors
Ballentine Partners, LLC
Optiver Holding B.V.
Tower Research Capital LLC (TRC)
Main Management LLC
Pines Wealth Management, LLC
Dai-ichi Life Holdings, Inc.
Rollins Financial Advisors, LLC
Frank, Rimerman Advisors LLC
First PREMIER Bank
Consultiva Wealth Management, Corp.
Missouri Trust & Investment Co
Advisor Resource Council
Ally Invest Advisors Inc.
STAR Financial Bank
Krilogy Financial LLC
CAPROCK Group, Inc.
Wealth Quarterback LLC
Asset Advisors Investment Management, LLC
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
Modera Wealth Management, LLC
Curat Global, LLC
Diversify Advisory Services, LLC
Jackson Hole Capital Partners, LLC
Continuum Wealth Advisors, Llc
Bank Hapoalim Bm
Atlantic Union Bankshares Corp
Callan Capital, LLC
Lodestar Private Asset Management Llc
Planwiser Financial, Llc
Alteri Wealth LLC
Bellwether Advisors, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Strengthening Families & Communities, LLC
Steward Partners Investment Advisory, Llc
Trust Co Of Vermont
Astra Wealth Partners LLC
Noesis Capital Mangement Corp
Waldron Private Wealth LLC
Mathes Company, Inc.
Bailard, Inc.
EP Wealth Advisors, Inc.
Castle Rock Wealth Management, LLC
VestGen Advisors, LLC
Coldstream Capital Management Inc
Tidemark, LLC
Vishria Bird Financial Group, LLC
Sig Brokerage, Lp
Blue Chip Partners, Inc.
Oak Harbor Wealth Partners, Llc
Tower View Investment Management & Research LLC
Keystone Wealth Services, LLC
Magnolia Capital Management Ltd
Level Four Advisory Services, Llc
Claro Advisors LLC
Stanich Group LLC
SFG Wealth Management, LLC.
QTSSX - Advisors Preferred Trust - Quantified Tactical Sectors Fund Investor Class Shares
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
RMG Wealth Management LLC
Camelot Technology Advisors, Inc.
Alpine Bank Wealth Management
MKT Advisors LLC
Monument Capital Management
Trust Co
Horrell Capital Management, Inc.
Resolute Wealth Strategies, LLC
Keebeck Wealth Management, LLC
Allspring Global Investments Holdings, LLC
Hamilton Point Investment Advisors, LLC
SilverOak Wealth Management LLC
Man Group plc
Tocqueville Asset Management L.p.
Simon Quick Advisors, Llc
Monetary Management Group Inc
Verition Fund Management LLC
United Advisor Group, LLC
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
Squarepoint Ops LLC
Windsor Capital Management, LLC
Valmark Advisers, Inc.
Apexium Financial, Lp
Df Dent & Co Inc
Mml Investors Services, Llc
Financial & Tax Architects, LLC
Consolidated Capital Management, Llc
New Wave Wealth Advisors Llc
Scotia Capital Inc.
Hilltop Holdings Inc.
Wealthstar Advisors, Llc
Private Wealth Management Group, LLC
Fiduciary Group LLC
Rothschild Investment Llc
Mid-American Wealth Advisory Group, Inc.
Crestwood Advisors Group LLC
Bensler, LLC
Bfsg, Llc
Apollon Financial, LLC
Fulton Bank, N.a.
Okabena Investment Services Inc
National Asset Management, Inc.
Mma Asset Management Llc
Abound Wealth Management
Cwm, Llc
Golden State Wealth Management, LLC
Total Investment Management Inc
Shepherd Financial Partners LLC
Diligent Investors, LLC
KDK Private Wealth Management, LLC
Grassi Investment Management
CHICAGO TRUST Co NA
CenterStar Asset Management, LLC
Burford Brothers, Inc.
Iyo Bank, Ltd.
Bellevue Asset Management, Llc
Anfield Capital Management, LLC
Sage Capital Advisors,llc
Rockland Trust Co
Narus Financial Partners, LLC
Lbmc Investment Advisors, Llc
Oliver Lagore Vanvalin Investment Group
Ausdal Financial Partners, Inc.
Farmers Trust Co
Friedenthal Financial
Obermeyer Wood Investment Counsel, Lllp
Activest Wealth Management
Quadcap Wealth Management, LLC
Capital Advisors, Ltd. LLC
Edenbrook Capital, LLC
Curio Wealth, Llc
James J. Burns & Company, LLC
D. E. Shaw & Co., Inc.
Integrated Advisors Network LLC
J. Goldman & Co LP
Lindbrook Capital, Llc
tru Independence LLC
Simmons Bank
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Bank of Jackson Hole Trust
RiverFront Investment Group, LLC
Glenmede Trust Co Na
FNY Investment Advisers, LLC
Abbot Financial Management, Inc.
Kilter Group LLC
Other Listings
MX:XLY
PE:XLY
GB:0L4P
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista