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SS US Sector Rotation (XLSR)

CUSIP: 78470P408 | NYSE | 252 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Park Avenue Securities LLC489,251
0.0% of portfolio›$32.5K
Landmark Wealth Management, Inc.306,191
6.7% of portfolio›$20.3M
Signal Advisors Wealth, LLC287,010
0.8% of portfolio›$19.1M
Hibernia Wealth Partners, LLC214,532
7.4% of portfolio›$14.2M
Raleigh Capital Management Inc.158,909
3.3% of portfolio›$10.6M
Smart Wealth LLC121,645
1.6% of portfolio›$8.1M
Legacy Wealth Partners, LLC92,011
1.3% of portfolio›$6.1M
Global Financial Private Client, LLC75,477
1.4% of portfolio›$5.0M
Midwest Financial Network, LLC68,839
3.1% of portfolio›$4.6M
Lockerman Financial Group, Inc.51,961
4.9% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.51,670
0.0% of portfolio›$3.4K
Ethic Inc.45,730
0.0% of portfolio›$3.0M
Outlook Wealth Advisors, LLC35,749
0.5% of portfolio›$2.4M
October Effect Ltd34,751
2.3% of portfolio›$2.3M
Worth Financial Advisory Group, LLC34,080
0.9% of portfolio›$2.3M
Aegis Wealth Management, Inc.31,903
1.2% of portfolio›$2.1M
Sharkey, Howes & Javer30,851
0.2% of portfolio›$2.0M
Axxcess Wealth Management, LLC30,013
0.1% of portfolio›$2.0M
WealthPoint Financial, LLC28,026
1.3% of portfolio›$1.9M
Integrity Wealth Partners, LLC26,783
1.4% of portfolio›$1.8M
Apella Capital, LLC24,565
0.0% of portfolio›$1.7M
Kestra Advisory Services, LLC22,631
0.0% of portfolio›$1.5M
DWM Financial Group, Inc.20,475
1.1% of portfolio›$1.4M
Balboa Wealth Partners19,079
0.2% of portfolio›$1.3M
Absolute Capital Management, LLC18,091
0.3% of portfolio›$1.2M
Creative Financial Designs Inc17,962
0.1% of portfolio›$1.2M
Vise Technologies, Inc.16,546
0.0% of portfolio›$1.1M
VestGen Advisors, LLC15,936
0.0% of portfolio›$1.1M
BlueChip Wealth Advisors LLC14,853
0.3% of portfolio›$986.4K
Spinnaker Investment Group, LLC14,445
0.2% of portfolio›$959.3K
Kraft, Davis & Associates, LLC13,846
0.2% of portfolio›$923.8K
Zullo Investment Group, Inc.12,993
0.3% of portfolio›$862.9K
Signature Estate & Investment Advisors LLC12,934
0.0% of portfolio›$858.9K
Triumph Capital Management11,661
0.1% of portfolio›$774.4K
Bison Wealth, LLC11,555
0.1% of portfolio›$781.6K
Mosley Wealth Management11,154
0.2% of portfolio›$749.8K
PKS Advisory Services, LLC10,944
0.1% of portfolio›$709.8K
Concurrent Investment Advisors, LLC10,002
0.0% of portfolio›$664.2K
One Wealth Capital Management, LLC9,563
0.2% of portfolio›$635.1K
Kelly Financial Services LLC9,445
0.1% of portfolio›$627.3K
Atria Investments, Inc7,963
0.0% of portfolio›$528.8K
Capital Asset Advisory Services LLC7,730
0.0% of portfolio›$511.8K
FWG Investments, Llc.7,708
0.2% of portfolio›$511.9K
First Heartland Consultants, Inc.7,588
0.0% of portfolio›$503.9K
Evolution Wealth Management Inc.7,502
0.3% of portfolio›$498.2K
Virtue Capital Management, LLC6,812
0.1% of portfolio›$452.4K
J2 Capital Management Inc6,625
0.3% of portfolio›$440.0K
Silverlake Wealth Management LLC6,598
0.1% of portfolio›$438.2K
Creative Planning6,542
0.0% of portfolio›$434.5K
Gateway Investment Advisers LLC6,250
0.0% of portfolio›$415.1K
Commonwealth Equity Services, LLC5,324
0.0% of portfolio›$353.6K
Castleview Partners, LLC5,071
0.1% of portfolio›$336.8K
Maia Wealth LLC5,067
0.0% of portfolio›$336.5K
Iams Wealth Management, LLC4,723
0.1% of portfolio›$313.7K
PFG Advisors4,252
0.0% of portfolio›$282.4K
Private Client Services, LLC4,019
0.1% of portfolio›$266.9K
Adamsbrown Wealth Consultants LLC3,864
0.0% of portfolio›$256.6K
Balefire, LLC3,795
0.0% of portfolio›$252.0K
Gamma Investing LLC3,589
0.0% of portfolio›$238.3K
Wilkins Miller Wealth Management, LLC3,506
0.1% of portfolio›$232.8K
Patriot Financial Group Insurance Agency, LLC3,375
0.0% of portfolio›$224.1K
MeadowBrook Investment Advisors LLC2,509
0.1% of portfolio›$166.1K
Brown, Lisle Ings, Inc.2,323
0.0% of portfolio›$154.3K
Farther Finance Advisors, LLC2,217
0.0% of portfolio›$147.2K
IFP Advisors, Inc1,993
0.0% of portfolio›$132.4K
Private Trust Co NA1,892
0.0% of portfolio›$125.6K
Quest 10 Wealth Builders, Inc.1,748
0.1% of portfolio›$116.1K
Key Capital Management, Inc1,748
0.0% of portfolio›$116.1K
Richardson Financial Services Inc.1,651
0.1% of portfolio›$109.6K
Covestor Ltd1,548
0.0% of portfolio›$103
Stone House Investment Management, LLC1,008
0.0% of portfolio›$66.9K
Rossby Financial, LCC927
0.0% of portfolio›$61.6K
Buck Wealth Strategies, LLC747
0.0% of portfolio›$49.6K
CoreCap Advisors, LLC638
0.0% of portfolio›$42.4K
Reap Financial Group, LLC468
0.0% of portfolio›$31.1K
Ascentis Independent Advisors232
0.0% of portfolio›$15.4K
Lloyd Advisory Services, Llc.226
0.0% of portfolio›$15.0K
Kingdom Financial Group Llc.187
0.0% of portfolio›$12.5K
Networth Advisors, LLC89
0.0% of portfolio›$5.9K
StyleTurnoverLocationFiled
Park Avenue Securities LLC
489,251$32.5K0.0%ETFMediumNew York, NY2026-10-26
Landmark Wealth Management, Inc.
306,191$20.3M6.7%ETFLowNormal, IL2026-11-04
Signal Advisors Wealth, LLC
287,010$19.1M0.8%ETFLowDetroit, MI2026-10-13
Hibernia Wealth Partners, LLC
214,532$14.2M7.4%ETFVery LowBaton Rouge, LA2026-10-29
Raleigh Capital Management Inc.
158,909$10.6M3.3%CoreMediumCary, NC2026-10-28
Smart Wealth LLC
121,645$8.1M1.6%ETFHighOmaha, NE2026-11-04
Legacy Wealth Partners, LLC
92,011$6.1M1.3%ETFHighLakewood, CO2026-10-15
Global Financial Private Client, LLC
75,477$5.0M1.4%GrowthLowSarasota, FL2026-10-15
Midwest Financial Network, LLC
68,839$4.6M3.1%ETFHighTinley Park, IL2026-10-13
Lockerman Financial Group, Inc.
51,961$3.5M4.9%ETFMediumNewport Beach, CA2026-10-19
Cambridge Investment Research Advisors, Inc.
51,670$3.4K0.0%ETFLowFairfield, IA2026-11-02
Ethic Inc.
45,730$3.0M0.0%CoreLowNew York, NY2026-11-03
Outlook Wealth Advisors, LLC
35,749$2.4M0.5%ETFMediumShenandoah, TX2026-10-28
October Effect Ltd
34,751$2.3M2.3%GrowthHighVirginia Beach, VA2026-10-20
Worth Financial Advisory Group, LLC
34,080$2.3M0.9%GrowthVery LowCharlotte, NC2026-10-19
Aegis Wealth Management, Inc.
31,903$2.1M1.2%ETFMediumGuthrie Center, IA2026-10-26
Sharkey, Howes & Javer
30,851$2.0M0.2%ETFMediumDenver, CO2026-10-22
Axxcess Wealth Management, LLC
30,013$2.0M0.1%CoreLowCarlsbad, CA2026-10-21
WealthPoint Financial, LLC
28,026$1.9M1.3%ETFMediumCramerton, NC2026-11-03
Integrity Wealth Partners, LLC
26,783$1.8M1.4%ETFN/AWalnut Creek, CA2026-10-14
Apella Capital, LLC
24,565$1.7M0.0%ETFVery LowWest Hartford, CT2026-10-08
Kestra Advisory Services, LLC
22,631$1.5M0.0%CoreLowAustin, TX2026-11-02
DWM Financial Group, Inc.
20,475$1.4M1.1%ETFN/APalatine, IL2026-10-28
Balboa Wealth Partners
19,079$1.3M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Absolute Capital Management, LLC
18,091$1.2M0.3%ETFMediumPittsburgh, PA2026-10-16
Creative Financial Designs Inc
17,962$1.2M0.1%ETFMediumKokomo, IN2026-11-04
Vise Technologies, Inc.
16,546$1.1M0.0%IndexLowNew York, NY2026-10-29
VestGen Advisors, LLC
15,936$1.1M0.0%GrowthMediumChicago, IL2026-10-27
BlueChip Wealth Advisors LLC
14,853$986.4K0.3%ETFMediumMilton, GA2026-11-03
Spinnaker Investment Group, LLC
14,445$959.3K0.2%ETFLowNewport Beach, CA2026-10-13
Kraft, Davis & Associates, LLC
13,846$923.8K0.2%ETFMediumSt. Louis, MO2026-10-21
Zullo Investment Group, Inc.
12,993$862.9K0.3%GrowthVery LowScranton, PA2026-10-20
Signature Estate & Investment Advisors LLC
12,934$858.9K0.0%ETFMediumLos Angeles, CA2026-10-13
Triumph Capital Management
11,661$774.4K0.1%ETFMediumDenver, CO2026-10-14
Bison Wealth, LLC
11,555$781.6K0.1%GrowthMediumAtlanta, GA2026-10-13
Mosley Wealth Management
11,154$749.8K0.2%ETFHighAnaheim, CA2026-10-16
PKS Advisory Services, LLC
10,944$709.8K0.1%ETFMediumAlbany, NY2026-10-26
Concurrent Investment Advisors, LLC
10,002$664.2K0.0%GrowthMediumTampa, FL2026-10-16
One Wealth Capital Management, LLC
9,563$635.1K0.2%GrowthMediumScottsdale, AZ2026-10-23
Kelly Financial Services LLC
9,445$627.3K0.1%ETFMediumBraintree, MA2026-10-20
Atria Investments, Inc
7,963$528.8K0.0%CoreMediumCharlotte, NC2026-10-15
Capital Asset Advisory Services LLC
7,730$511.8K0.0%ETFLowWilliamston, MI2026-10-30
FWG Investments, Llc.
7,708$511.9K0.2%ETFMediumLexington, KY2026-11-03
First Heartland Consultants, Inc.
7,588$503.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Evolution Wealth Management Inc.
7,502$498.2K0.3%ETFMediumFort Myers, FL2026-10-28
Virtue Capital Management, LLC
6,812$452.4K0.1%GrowthHighBrentwood, TN2026-10-29
J2 Capital Management Inc
6,625$440.0K0.3%ETFHighTroy, MI2026-10-19
Silverlake Wealth Management LLC
6,598$438.2K0.1%ETFLowWilliston, VT2026-10-21
Creative Planning
6,542$434.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Gateway Investment Advisers LLC
6,250$415.1K0.0%GrowthLowCincinnati, OH2026-10-13
Commonwealth Equity Services, LLC
5,324$353.6K0.0%ETFLowWaltham, MA2026-11-02
Castleview Partners, LLC
5,071$336.8K0.1%CoreMediumDallas, TX2026-10-09
Maia Wealth LLC
5,067$336.5K0.0%ETFMediumDenver, CO2026-10-19
Iams Wealth Management, LLC
4,723$313.7K0.1%CoreMediumOmaha, NE2026-10-15
PFG Advisors
4,252$282.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Private Client Services, LLC
4,019$266.9K0.1%ETFMediumLouisville, KY2026-10-02
Adamsbrown Wealth Consultants LLC
3,864$256.6K0.0%ETFLowWichita, KS2026-10-20
Balefire, LLC
3,795$252.0K0.0%ETFMediumDallas, TX2026-10-09
Gamma Investing LLC
3,589$238.3K0.0%IndexVery LowFoster City, CA2026-10-08
Wilkins Miller Wealth Management, LLC
3,506$232.8K0.1%ETFVery LowMobile, AL2026-10-13
Patriot Financial Group Insurance Agency, LLC
3,375$224.1K0.0%GrowthLowWalpole, MA2026-10-14
MeadowBrook Investment Advisors LLC
2,509$166.1K0.1%CoreLowLivonia, MI2026-10-29
Brown, Lisle Ings, Inc.
2,323$154.3K0.0%CoreVery LowProvidence, RI2026-10-16
Farther Finance Advisors, LLC
2,217$147.2K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
1,993$132.4K0.0%GrowthLowTampa, FL2026-10-16
Private Trust Co NA
1,892$125.6K0.0%CoreLowCleveland, OH2026-10-20
Quest 10 Wealth Builders, Inc.
1,748$116.1K0.1%ETFLowFuquay-Varina, VA2026-11-02
Key Capital Management, Inc
1,748$116.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Richardson Financial Services Inc.
1,651$109.6K0.1%GrowthMediumMedway, MA2026-10-30
Covestor Ltd
1,548$1030.0%ValueHighLondon, United Kingdom2026-10-30
Stone House Investment Management, LLC
1,008$66.9K0.0%ETFMediumTunkhannock, PA2026-10-23
Rossby Financial, LCC
927$61.6K0.0%ETFMediumMelbourne, FL2026-11-05
Buck Wealth Strategies, LLC
747$49.6K0.0%ValueMediumDenver, CO2026-10-28
CoreCap Advisors, LLC
638$42.4K0.0%ETFMediumSouthfield, MI2026-10-08
Reap Financial Group, LLC
468$31.1K0.0%ETFLowAustin, TX2026-11-02
Ascentis Independent Advisors
232$15.4K0.0%ETFLowDallas, TX2026-11-03
Lloyd Advisory Services, Llc.
226$15.0K0.0%ETFVery HighSuwanee, GA2026-11-02
Kingdom Financial Group Llc.
187$12.5K0.0%ETFMediumPeoria, AZ2026-11-04
Networth Advisors, LLC
89$5.9K0.0%ETFMediumCanonsburg, PA2026-11-03