Invesco Senior Loan ETFBKLNETF
13F holders, Q2 2024 (June 30)525holders +20
64new positions
47sold out
3famous investors
$20.95avg. 13F price*
At the end of Q2 2024, 525 institutions reported holding Invesco Senior Loan ETF (BKLN) in their 13F filings, up 20 from Q1 2024. 64 opened new positions and 47 sold out. The largest holders were BlackRock Inc. ($360.5M), Liberty Mutual Group Asset Management Inc. ($296.9M) and Goldman Sachs Group Inc. ($272.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco Senior Loan ETF
- CUSIP
- 46138G508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $506.9M |
| Exits | 47 | $184.5M |
All 13F filers, Q1 2024 → Q2 2024: 85,324,137 shares bought and 50,269,716 shares sold, net +35,054,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| BlackRock Inc. | 0.01% | Add +0.1% | 17,131,679 | $360.5M |
| Liberty Mutual Group Asset Management Inc. | 43.71% | New | 14,112,500 | $296.9M |
| Goldman Sachs Group Inc. | 0.05% | Add +15.2% | 12,956,035 | $272.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -55.1% | 12,907,071 | $271.6M |
| Morgan Stanley | 0.02% | Add +3.3% | 11,413,905 | $240.1M |
| Investment Management Corp of Ontario | 6.15% | Reduce -23.9% | 10,790,778 | $227.0M |
| Manufacturers Life Insurance Company, The | 0.19% | Add +92.6% | 9,621,919 | $202.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.74% | Add +3.3% | 9,108,534 | $191.6M |
| Mariner Investment Group LLC | 36.71% | Add +106.8% | 8,065,683 | $169.7M |
| Bank of America Corp. | 0.02% | Reduce -17.1% | 8,046,808 | $169.3M |
| State of Wisconsin Investment Board | 0.43% | No change | 7,650,145 | $161.0M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +125.1% | 7,388,927 | $155.5M |
| Jane Street Group, LLC | 0.16% | Add +1623.3% | 6,866,153 | $144.5M |
| Royal Bank of Canada | 0.03% | Add +665.9% | 6,220,966 | $130.9M |
| III Capital Management | 58.41% | Add +46.9% | 5,917,831 | $124.5M |
| BNP Paribas | 5.63% | Reduce -9.2% | 5,311,783 | $111.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.0% | 4,994,837 | $105.1M |
| Counterpoint Mutual Funds LLC | 22.69% | Add +1.0% | 4,623,532 | $97.3M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -18.6% | 4,611,255 | $97.0M |
| Carronade Capital Management, LP | 36.29% | Add +7.0% | 4,579,608 | $96.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +13.3% | 4,220,550 | $88.8M |
| Kensington Asset Management, LLC | 9.50% | Add +99.0% | 4,185,450 | $88.1M |
| BNP Paribas Financial Markets | 0.10% | Reduce -16.0% | 4,145,749 | $87.2M |
| Barclays PLC | 0.04% | Add +305.0% | 4,050,000 | $85.2M |
| Public Employees Retirement System of Ohio | 0.33% | Add +88.9% | 4,016,524 | $84.5M |
| Bain Capital Credit, LP | 14.96% | Add +11.4% | 3,605,573 | $75.9M |
| Lord, Abbett & Co. LLC | 0.22% | New | 3,174,123 | $66.8M |
| Renaissance Technologies | 0.11% | Reduce -1.5% | 3,153,000 | $66.3M |
| LPL Financial LLC | 0.03% | Add +24.6% | 3,069,783 | $64.6M |
| Sumitomo Life Insurance Co. | 1.47% | No change | 3,011,216 | $63.4M |
| Diversify Advisory Services, LLC | 3.33% | Add +3.6% | 2,875,511 | $60.7M |
| Advisory Alpha, LLC | 2.39% | Add +1.8% | 2,882,894 | $60.7M |
| Aristotle Pacific Capital, LLC | 19.60% | Reduce -16.8% | 2,824,419 | $59.4M |
| Neuberger Berman Group LLC | 0.05% | Add +216.8% | 2,810,971 | $59.1M |
| Sei Investments Co. | 0.08% | Add +0.3% | 2,771,755 | $58.3M |
| Wellington Management Group LLP | 0.01% | Add +17.3% | 2,721,970 | $57.3M |
| Angeles Investment Advisors, LLC | 2.92% | Add +77.0% | 2,720,390 | $57.2M |
| Wells Fargo & Company | 0.01% | Add +66.2% | 2,670,181 | $56.2M |
| Prudential PLC | 0.39% | Add +6.6% | 2,669,965 | $56.2M |
| Ameriprise Financial Inc. | 0.02% | Add +0.6% | 2,644,646 | $55.7M |
| UBS Group AG | 0.02% | Add +135.7% | 2,505,693 | $52.7M |
| Man Group plc | 0.14% | Add +6.0% | 2,431,096 | $51.2M |
| Ensign Peak Advisors, Inc | 0.09% | Reduce -38.6% | 2,303,190 | $48.5M |
| Hikari Tsushin, Inc. | 3.62% | Add +40.1% | 2,220,658 | $46.7M |
| Massachusetts Financial Services Co. | 0.01% | Add +45.1% | 2,176,999 | $45.8M |
| Atria Investments, Inc | 0.53% | Add +22.1% | 1,938,722 | $40.8M |
| Forge First Asset Management Inc. | 16.45% | Reduce -11.9% | 1,842,500 | $38.7M |
| Life Line Wealth Management LLC | 14.50% | Add +297.7% | 1,823,719 | $38.4M |
| Mariner, LLC | 0.07% | Add +8.8% | 1,785,609 | $37.6M |
| Boothbay Fund Management, LLC | 1.27% | Add +47.8% | 1,749,548 | $36.8M |
| Transform Wealth, LLC | 2.64% | Add +74.5% | 1,674,641 | $35.2M |
| New York Life Investment Management LLC | 0.34% | Reduce -63.7% | 1,601,815 | $33.7M |
| Endurance Services Ltd | 6.04% | No change | 1,536,000 | $32.3M |
| RFG Holdings, Inc. | 12.00% | Add +4.6% | 1,499,047 | $31.5M |
| Goldentree Asset Management LP | 2.75% | New | 1,490,000 | $31.3M |
| NorthCoast Asset Management LLC | 0.25% | Add +7204.0% | 1,414,567 | $29.8M |
| Almanack Investment Partners, LLC. | 4.61% | Reduce -0.4% | 1,298,936 | $27.3M |
| National Bank of Canada | 0.04% | Reduce -50.4% | 1,291,467 | $27.1M |
| CIBC Asset Management Inc | 0.09% | Add +8.6% | 1,246,030 | $26.2M |
| Factory Mutual Insurance Co. | 0.29% | No change | 1,200,000 | $25.2M |
| Raymond James & Associates | 0.02% | Add +9.0% | 1,171,151 | $24.6M |
| Ocean Park Asset Management, LLC | 1.15% | Reduce -63.7% | 1,149,814 | $24.2M |
| Assetmark, Inc. | 0.07% | Add +51.0% | 1,120,017 | $23.6M |
| Mason & Associates Inc | 6.06% | Reduce -16.4% | 1,083,017 | $22.8M |
| Yeomans Consulting Group, Inc. | 8.49% | Add +43.0% | 1,044,549 | $22.0M |
| Marshall Wace, LLP | 0.03% | Reduce -50.3% | 1,043,600 | $22.0M |
| Ironwood Wealth Management, Inc. | 11.00% | Add +2.8% | 1,028,375 | $21.7M |
| Federated Hermes, Inc. | 0.05% | No change | 1,004,245 | $21.1M |
| Calamos Advisors LLC | 0.15% | Add +105.9% | 989,115 | $20.8M |
| Family Investment Center, Inc. | 6.01% | Add +6.0% | 956,273 | $20.1M |
| Osaic Holdings, Inc. | 0.05% | Add +3.9% | 939,618 | $19.8M |
| Franklin Resources Inc. | 0.01% | Add +0.0% | 905,211 | $19.0M |
| Guggenheim Capital LLC | 0.13% | Add +1.6% | 863,549 | $18.2M |
| DSC Meridian Capital LP | 14.88% | Add +50.1% | 860,137 | $18.1M |
| Concord Wealth Partners | 3.13% | Add +6.5% | 844,855 | $17.8M |
| Trajan Wealth LLC | 1.14% | Reduce -1.8% | 840,941 | $17.7M |
| Invesco Ltd. | 0.00% | Add +18.1% | 804,730 | $16.9M |
| Old Mission Capital LLC | 0.44% | New | 804,552 | $16.9M |
| Cerity Partners LLC | 0.05% | Add +10.4% | 796,201 | $16.8M |
| Concord Asset Management, LLC | 4.15% | Add +7.0% | 795,777 | $16.7M |
| Hilton Capital Management, LLC | 1.38% | Add +7.1% | 774,514 | $16.3M |
| Macquarie Group Ltd. | 0.02% | Add +82.5% | 774,157 | $16.3M |
| Schonfeld Strategic Advisors LLC | 0.13% | Add +12.6% | 771,172 | $16.2M |
| Angeles Wealth Management, LLC | 1.50% | Add +3.3% | 761,801 | $16.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +11.6% | 750,416 | $15.8M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -20.9% | 746,096 | $15.7M |
| Hantz Financial Services, Inc. | 0.30% | Add +17.7% | 741,584 | $15.6M |
| First Manhattan Co. Llc. | 0.05% | No change | 738,000 | $15.5M |
| Brookstone Capital Management | 0.25% | New | 720,718 | $15.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +250.4% | 707,069 | $14.9M |
| Donoghue Forlines LLC | 4.15% | Add +201.0% | 693,644 | $14.6M |
| 1832 Asset Management L.P. | 0.03% | New | 664,944 | $14.0M |
| Clearstead Advisors, LLC | 0.24% | New | 663,430 | $14.0M |
| Wealthcare Advisory Partners LLC | 0.44% | Add +1.7% | 662,497 | $13.9M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 656,100 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +287.6% | 614,757 | $12.9M |
| SimpliFi, Inc. | 5.90% | Reduce -5.8% | 607,468 | $12.8M |
| D. E. Shaw & Co. | 0.02% | Add +361.8% | 598,500 | $12.6M |
| Ninety One UK Ltd | 0.03% | Add +106.6% | 586,800 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +3.4% | 554,187 | $11.7M |
| Amundi | 0.00% | Add +37.5% | 550,000 | $11.6M |
| Cetera Investment Advisers | 0.03% | Add +12.4% | 550,138 | $11.6M |
| 1607 Capital Partners, LLC | 1.03% | Add +13.9% | 548,200 | $11.5M |
| D.A. Davidson & Co. | 0.10% | Add +1.0% | 545,523 | $11.5M |
| Granby Capital Management, LLC | 6.31% | No change | 525,000 | $11.0M |
| Bank of Montreal | 0.00% | Reduce -35.1% | 523,754 | $11.0M |
| Moloney Securities Asset Management, LLC | 1.59% | Add +1.0% | 520,678 | $11.0M |
| Jones Road Capital Management, L.P. | 11.45% | Add +24.2% | 512,724 | $10.8M |
| Strategic Investment Advisors / MI | 1.31% | Add +2.4% | 511,482 | $10.8M |
| Composition Wealth, LLC | 0.26% | Reduce -35.7% | 499,161 | $10.5M |
| Alaska Permanent Fund Corp | 0.16% | New | 500,000 | $10.5M |
| Stableford Capital II LLC | 3.98% | Add +9.3% | 479,159 | $10.1M |
| Park Avenue Institutional Advisers LLC | 14.84% | Add +33.5% | 474,000 | $10.0M |
| Cim, LLC | 1.49% | Add +2.5% | 472,437 | $9.9M |
| Mechanics Bank Trust Department | 1.39% | Add +20.9% | 461,625 | $9.7M |
| Trustmark Bank Trust Department | 0.78% | Add +3.1% | 461,595 | $9.7M |
| Tidal Investments LLC | 0.13% | Add +180.1% | 455,939 | $9.6M |
| Courage Capital Management LLC | 27.65% | Add +88.2% | 448,000 | $9.4M |
| Advisors Preferred, LLC | 1.61% | Reduce -9.5% | 443,192 | $9.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +3.2% | 435,018 | $9.2M |
| Inspire Advisors, LLC | 1.19% | Add +38.3% | 427,964 | $9.0M |
| Shenkman Capital Management Inc. | 9.38% | New | 426,750 | $9.0M |
| Catalyst Capital Advisors LLC | 0.21% | No change | 425,928 | $9.0M |
| MML Investors Services, LLC | 0.03% | Add +20.9% | 403,547 | $8.5M |
| Stephens Inc. | 0.13% | Reduce -7.5% | 393,642 | $8.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.6% | 392,217 | $8.3M |
| Spire Wealth Management | 0.29% | Add +48.3% | 388,735 | $8.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +37.3% | 384,671 | $8.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.35% | Add +12.3% | 383,830 | $8.1M |
| Empowered Funds, LLC | 0.14% | Reduce -64.0% | 382,440 | $8.0M |
| Ssi Investment Management LLC | 3.18% | Add +51.5% | 381,917 | $8.0M |
| iA Global Asset Management Inc. | 0.14% | No change | 353,100 | $7.4M |
| Merit Financial Group, LLC | 0.16% | Reduce -14.4% | 344,901 | $7.3M |
| LifePro Asset Management | 5.20% | Reduce -3.4% | 344,584 | $7.3M |
| McAdam, LLC | 0.43% | Add +3.7% | 335,840 | $7.1M |
| Horizon Financial Services, LLC | 4.34% | Add +0.6% | 326,540 | $6.9M |
| Blue Investment Partners LLC | 3.11% | Add +18.4% | 326,219 | $6.9M |
| CW Advisors, LLC | 0.11% | Add +2.7% | 324,150 | $6.8M |
| Deutsche Bank AG | 0.00% | Add +4.8% | 319,102 | $6.7M |
| Millennium Management | 0.01% | Reduce -22.0% | 317,028 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.0% | 308,080 | $6.5M |
| Little Harbor Advisors, LLC | 4.12% | No change | 303,250 | $6.4M |
| Waterloo Capital, L.P. | 0.76% | Add +135.8% | 302,159 | $6.4M |
| Verition Fund Management LLC | 0.05% | No change | 300,000 | $6.3M |
| Forefront Analytics, LLC | 2.90% | Add +5.0% | 287,819 | $6.1M |
| Edgestream Partners, L.P. | 0.29% | Add +24.8% | 283,709 | $6.0M |
| CIBC Private Wealth Group LLC | 0.01% | Add +16.6% | 277,137 | $5.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +109.5% | 267,205 | $5.6M |
| Dark Forest Capital Management LP | 0.95% | Add +73.7% | 245,616 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Add +35.0% | 241,920 | $5.1M |
| SG Americas Securities, LLC | 0.03% | Reduce -78.4% | 241,682 | $5.1M |
| Comerica Bank | 0.02% | Reduce -4.1% | 240,830 | $5.1M |
| SAM Advisors, LLC | 1.83% | Reduce -0.5% | 237,880 | $5.0M |
| NewSquare Capital LLC | 0.39% | Add +0.8% | 217,006 | $4.6M |
| Foundations Investment Advisors, LLC | 0.11% | Add +787.5% | 216,312 | $4.6M |
| HRT Financial LP | 0.03% | Add +16.0% | 214,730 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +80.6% | 200,732 | $4.2M |
| Onyx Bridge Wealth Group LLC | 0.69% | Add +4.6% | 200,243 | $4.2M |
| Sage Financial Group Inc. | 0.36% | Add +17.1% | 197,713 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -65.8% | 191,461 | $4.0M |
| Park Avenue Securities LLC | 0.05% | Add +91.8% | 190,654 | $4.0M |
| WT Wealth Management | 1.36% | Reduce -25.6% | 188,959 | $4.0M |
| Brendel Financial Advisors LLC | 2.53% | Reduce -1.1% | 188,777 | $4.0M |
| Florin Court Capital LLP | 5.40% | Reduce -9.1% | 186,600 | $3.9M |
| Two Sigma Securities, LLC | 0.18% | Add +21.9% | 183,000 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +4.5% | 181,631 | $3.8M |
| Adell Harriman & Carpenter Inc. | 0.29% | Reduce -0.9% | 179,208 | $3.8M |
| Central Pacific Bank - Trust Division | 0.46% | Add +65.5% | 174,945 | $3.7M |
| Virtue Capital Management, LLC | 0.61% | Reduce -0.8% | 170,573 | $3.6M |
| Perigon Wealth Management, LLC | 0.10% | Add +31.4% | 167,007 | $3.5M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -30.0% | 165,834 | $3.5M |
| Blue Fin Capital, Inc. | 0.68% | Add +2.1% | 161,518 | $3.4M |
| Prevail Innovative Wealth Advisors, LLC | 1.18% | Add +30.3% | 158,783 | $3.3M |
| First Hawaiian Bank | 0.11% | Add +46.1% | 158,661 | $3.3M |
| CENTRAL TRUST Co | 0.08% | Reduce -1.2% | 157,833 | $3.3M |
| Mission Wealth Management, LP | 0.09% | Add +3.9% | 153,032 | $3.2M |
| HCR Wealth Advisors | 0.46% | Add +0.0% | 152,439 | $3.2M |
| Triumph Capital Management | 1.19% | Reduce -11.2% | 144,308 | $3.0M |
| Piedmont Capital Management, LLC | 2.06% | No change | 143,418 | $3.0M |
| Mgo One Seven LLC | 0.14% | Add +346.7% | 143,115 | $3.0M |
| All Season Financial Advisors, Inc. | 2.73% | Reduce -22.6% | 143,038 | $3.0M |
| Charles Schwab Trust Co | 0.27% | Reduce -0.9% | 138,086 | $2.9M |
| Financial Advisory Partners, LLC | 1.08% | Add +22.6% | 137,386 | $2.9M |
| Ti-Trust, Inc. | 2.19% | No change | 135,000 | $2.8M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -7.1% | 134,912 | $2.8M |
| Appleton Partners Inc. | 0.22% | Reduce -0.4% | 134,075 | $2.8M |
| Castle Rock Wealth Management, LLC | 0.70% | Add +14.2% | 132,844 | $2.8M |
| Total Clarity Wealth Management, Inc. | 0.95% | Add +38.4% | 129,473 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -25.9% | 126,997 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +33.6% | 126,049 | $2.7M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -89.0% | 125,309 | $2.6M |
| Fiera Capital Corp | 0.01% | New | 125,000 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +23.9% | 124,992 | $2.6M |
| Old Port Advisors | 0.78% | Add +4.1% | 123,484 | $2.6M |
| J.Safra Asset Management Corp | 0.26% | New | 120,636 | $2.5M |
| Operose Advisors LLC | 0.90% | Add +231.4% | 120,323 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +26.0% | 119,597 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +26.0% | 119,597 | $2.5M |
| Mount Lucas Management LP | 0.89% | Reduce -4.1% | 118,908 | $2.5M |
| Great Diamond Partners, LLC | 0.58% | Reduce -3.4% | 116,860 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +4.2% | 116,070 | $2.4M |
| Sykon Capital LLC | 0.91% | Reduce -16.1% | 114,960 | $2.4M |
| Welch & Forbes LLC | 0.03% | No change | 113,069 | $2.4M |
| Mma Asset Management LLC | 1.11% | Reduce -0.1% | 112,632 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +11.6% | 111,806 | $2.4M |
| Perennial Advisors, LLC | 0.52% | Reduce -0.1% | 111,024 | $2.3M |
| Destination Wealth Management | 0.08% | Reduce -3.3% | 110,705 | $2.3M |
| Balefire, LLC | 0.83% | Add +75.5% | 110,523 | $2.3M |
| Townsquare Capital LLC | 0.03% | New | 106,594 | $2.2M |
| Riggs Asset Managment Co. Inc. | 0.66% | Reduce -17.0% | 105,936 | $2.2M |
| Heritage Oak Wealth Advisors LLC | 1.16% | — | 105,359 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.3% | 103,958 | $2.2M |
| Brown Wealth Management, LLC | 0.85% | New | 100,430 | $2.1M |
| DMC Group, LLC | 1.78% | Reduce -3.6% | 98,463 | $2.1M |
| Logan Stone Capital, LLC | 0.53% | Add +479.3% | 97,877 | $2.1M |
| Tradewinds Capital Management, LLC | 0.60% | Add +27.4% | 96,532 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +24.0% | 96,212 | $2.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 89,200 | $1.9M |
| ING Groep NV | 0.01% | New | 86,700 | $1.8M |
| Global Endowment Management, LP | 0.19% | No change | 85,000 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +168.8% | 84,254 | $1.8M |
| Diversify Wealth Management, LLC | 0.22% | — | 85,354 | $1.8M |
| Cerity Partners OCIO LLC | 0.13% | — | 82,922 | $1.7M |
| Wealthfront Advisers LLC | 0.01% | Add +3.9% | 81,789 | $1.7M |
| Capital Analysts, LLC | 0.08% | Add +29.3% | 80,975 | $1.7M |
| Synovus Financial Corp. | 0.02% | Add +24.2% | 80,377 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Reduce -7.8% | 79,264 | $1.7M |
| GTS Securities LLC | 0.03% | New | 79,002 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +33.9% | 78,291 | $1.6M |
| Ranch Capital Advisors Inc. | 0.86% | Add +3.0% | 78,044 | $1.6M |
| AEGON USA Investment Management, LLC | 1.67% | Add +22.4% | 77,640 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Reduce -14.1% | 76,980 | $1.6M |
| Garner Asset Management Corp | 0.60% | Add +7.6% | 76,605 | $1.6M |
| Schroder Investment Management Group | 0.00% | New | 76,309 | $1.6M |
| Simplicity Wealth,LLC | 0.04% | Add +201.4% | 75,815 | $1.6M |
| Simplex Trading, LLC | 0.05% | Reduce -55.8% | 74,517 | $1.6M |
| Waverly Advisors, LLC | 0.03% | Reduce -16.1% | 71,719 | $1.5M |
| FC Advisory LLC | 0.55% | Add +0.5% | 71,046 | $1.5M |
| Peddock Capital Advisors, LLC | 0.38% | Add +13.3% | 70,654 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +3.1% | 70,297 | $1.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.09% | Reduce -1.4% | 68,475 | $1.4M |
| TrueMark Investments, LLC | 0.49% | New | 67,985 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +56.5% | 67,735 | $1.4M |
| Matrix Private Capital Group LLC | 0.88% | Add +195.1% | 66,750 | $1.4M |
| Stelac Advisory Services LLC | 0.58% | Reduce -0.9% | 66,081 | $1.4M |
| Adams Wealth Management | 0.31% | Reduce -0.6% | 64,332 | $1.4M |
| CacheTech Inc. | 0.31% | — | 64,332 | $1.4M |
| Hart & Patterson Financial Group LLC | 0.67% | Add +0.2% | 64,205 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.08% | New | 64,103 | $1.3M |
| Captrust Financial Advisors | 0.00% | New | 63,296 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | New | 63,125 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | Add +85.3% | 62,301 | $1.3M |
| Crabel Capital Management, LLC | 1.60% | Reduce -44.9% | 61,780 | $1.3M |
| Aletheian Wealth Advisors LLC | 0.67% | Add +1.0% | 60,745 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +34.2% | 60,743 | $1.3M |
| Prudent Man Advisors, LLC | 0.45% | No change | 60,000 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -4.2% | 59,649 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | Add +114.8% | 59,586 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 58,920 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -1.3% | 58,711 | $1.2M |
| Guardian Asset Advisors, LLC | 0.90% | Add +37.4% | 58,219 | $1.2M |
| Independent Financial Group, LLC | 0.05% | Add +68.6% | 57,827 | $1.2M |
| Motiv8 Investments LLC | 0.90% | Add +22.3% | 57,405 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -11.7% | 57,178 | $1.2M |
| Wolverine Trading, LLC | 0.02% | Add +190.3% | 55,874 | $1.2M |
| Silver Oak Securities, Incorporated | 0.17% | Add +2.1% | 53,508 | $1.1M |
| Wagner Wealth Management, LLC | 0.33% | Add +12.8% | 52,207 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Add +18.5% | 51,306 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | New | 50,195 | $1.1M |
| Cumberland Partners Ltd | 0.08% | Add +150.0% | 50,000 | $1.1M |
| Chesapeake Capital Corp. | 1.37% | Reduce -51.4% | 49,783 | $1.0M |
| Howard Wealth Management, LLC | 0.82% | Add +5.5% | 49,543 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Add +6.9% | 47,714 | $1.0M |
| Vima LLC | 2.20% | Add +11.7% | 47,334 | $996K |
| Smith Anglin Financial, LLC | 0.10% | Add +7.5% | 46,766 | $984K |
| Parker Financial LLC | 0.53% | Reduce -9.1% | 46,399 | $976K |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -16.2% | 45,877 | $965K |
| Black Swift Group, LLC | 0.22% | Reduce -78.0% | 45,205 | $951K |
| Independent Wealth Network Inc. | 0.44% | Add +0.7% | 45,126 | $949K |
| Integrated Advisors Network LLC | 0.05% | Reduce -0.3% | 44,583 | $938K |
| Nikulski Financial, Inc. | 0.29% | Reduce -1.2% | 43,300 | $911K |
| Strategic Advocates LLC | 0.36% | Add +2.6% | 43,294 | $911K |
| Icon Advisers Inc. | 0.21% | Add +75.2% | 43,100 | $906K |
| HSBC Holdings PLC | 0.00% | Reduce -15.8% | 41,781 | $871K |
| Wambolt & Associates, LLC | 0.25% | Reduce -9.3% | 41,150 | $865K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.4% | 40,446 | $851K |
| Everpar Advisors LLC | 0.42% | Add +119.9% | 40,267 | $847K |
| Strategic Blueprint, LLC | 0.06% | Add +15.1% | 40,130 | $844K |
| K.J. Harrison & Partners Inc | 0.14% | No change | 40,000 | $842K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +18.6% | 39,899 | $839K |
| Cwm, LLC | 0.00% | Add +1.9% | 39,713 | $836K |
| Commerce Bank | 0.01% | No change | 39,550 | $832K |
| Castlekeep Investment Advisors LLC | 0.64% | Reduce -0.0% | 39,486 | $831K |
| Flagstar Securities, Inc. | 0.23% | Reduce -0.3% | 39,224 | $825K |
| Wealthcare Capital Management LLC | 0.09% | Reduce -17.4% | 39,196 | $825K |
| Intrust Bank NA | 0.09% | No change | 39,095 | $823K |
| TD Waterhouse Canada Inc. | 0.01% | Add +9003.5% | 38,781 | $816K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -1.6% | 38,587 | $812K |
| Coppell Advisory Solutions LLC | 0.13% | — | 38,534 | $811K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.1% | 37,405 | $787K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.7% | 37,119 | $781K |
| Ehrlich Financial Group | 0.61% | New | 36,521 | $768K |
| UMB Bank, n.a. | 0.01% | Reduce -21.0% | 35,949 | $756K |
| Left Brain Wealth Management, LLC | 0.35% | Add +17.6% | 35,911 | $756K |
| Advisory Services Network, LLC | 0.01% | Add +227.9% | 33,979 | $715K |
| Sequent Planning LLC | 0.24% | Add +4.3% | 33,973 | $714K |
| Continental Investors Services, Inc. | 1.57% | Reduce -0.4% | 33,519 | $705K |
| Gill Capital Partners, LLC | 0.26% | No change | 32,399 | $682K |
| Sigma Planning Corp | 0.02% | Reduce -3.5% | 32,070 | $675K |
| Napa Wealth Management | 0.45% | New | 31,709 | $667K |
| CI Investments Inc. | 0.00% | New | 31,200 | $656K |
| First City Capital Management, Inc. | 0.37% | Reduce -0.0% | 31,075 | $654K |
| Invst, LLC | 0.07% | Reduce -26.2% | 30,505 | $642K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +3.4% | 30,425 | $640K |
| Fort Sheridan Advisors LLC | 0.10% | Add +64.0% | 30,054 | $632K |
| Fernwood Investment Management, LLC | 0.20% | Reduce -2.9% | 29,883 | $629K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.2% | 29,536 | $621K |
| First Citizens Asset Management, Inc. | 0.23% | Reduce -1.6% | 29,346 | $617K |
| Focus Partners Wealth | 0.00% | New | 28,245 | $594K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -69.9% | 27,908 | $587K |
| Benjamin Edwards Inc. | 0.11% | Add +1.3% | 27,500 | $579K |
| Quadrature Capital Ltd | 0.01% | New | 27,500 | $578K |
| World Investment Advisors | 0.04% | Add +104.3% | 27,176 | $572K |
| Wedbush Securities Inc. | 0.02% | Reduce -80.7% | 26,701 | $562K |
| Ameritas Advisory Services, LLC | 0.02% | Add +2.5% | 26,290 | $553K |
| Faithward Advisors, LLC | 0.10% | Reduce -4.9% | 26,002 | $547K |
| Hillsdale Investment Management Inc. | 0.04% | No change | 25,500 | $537K |
| US Bancorp \de | 0.00% | Reduce -34.0% | 24,492 | $515K |
| Worth Asset Management, LLC | 0.31% | Reduce -17.1% | 24,478 | $515K |
| Arete Wealth Advisors, LLC | 0.04% | Add +10.0% | 24,465 | $515K |
| Csenge Advisory Group | 0.03% | Reduce -7.8% | 24,439 | $514K |
| Advisors Asset Management, Inc. | 0.01% | Add +10.3% | 24,332 | $512K |
| Dravo Bay LLC | 0.27% | Add +13.2% | 23,434 | $493K |
| Gries Financial LLC | 0.10% | Reduce -47.5% | 22,427 | $472K |
| IMC-Chicago, LLC | 0.01% | Reduce -38.5% | 22,251 | $468K |
| Ascentis Independent Advisors | 0.10% | — | 22,149 | $466K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.5% | 22,039 | $464K |
| Hilltop Holdings Inc. | 0.05% | Reduce -52.8% | 21,892 | $461K |
| Hexagon Capital Partners LLC | 0.10% | Reduce -12.6% | 21,805 | $459K |
| Chris Bulman Inc | 0.31% | — | 21,763 | $458K |
| Burns J W & Co. Inc. | 0.06% | Reduce -0.5% | 21,650 | $456K |
| Vanguard Group Inc. | 0.00% | No change | 21,536 | $453K |
| Axiom Advisory, LLC | 0.00% | New | 21,168 | $447K |
| Beta Wealth Group, Inc. | 0.21% | Reduce -6.1% | 21,217 | $446K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.9% | 21,153 | $445K |
| Raymond James Trust N.A. | 0.01% | New | 20,610 | $434K |
| Cresset Asset Management, LLC | 0.00% | New | 20,303 | $427K |
| Sanctuary Advisors, LLC | 0.00% | — | 20,153 | $425K |
| Creative Planning | 0.00% | Reduce -6.8% | 20,158 | $424K |
| Certuity, LLC | 0.03% | New | 20,067 | $422K |
| Ninety One North America, Inc. | 0.02% | New | 20,000 | $421K |
| Sowell Financial Services LLC | 0.02% | Reduce -1.6% | 19,892 | $419K |
| Verity Asset Management, Inc. | 0.16% | New | 19,677 | $414K |
| Blair William & Co. | 0.00% | Add +9.7% | 19,628 | $413K |
| Copperwynd Financial, LLC | 0.13% | Add +3.3% | 19,569 | $411K |
| LJI Wealth Management, LLC | 0.09% | No change | 19,424 | $409K |
| Rothschild Investment LLC | 0.03% | Reduce -25.6% | 19,290 | $406K |
| Veery Capital, LLC | 0.16% | Reduce -10.6% | 19,267 | $405K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -94.4% | 18,934 | $398K |
| Sweet Financial Partners, LLC | 0.09% | Reduce -9.0% | 18,919 | $398K |
| Oder Investment Management, LLC | 0.36% | Reduce -0.3% | 18,875 | $397K |
| NorthRock Partners, LLC | 0.01% | Reduce -47.1% | 17,957 | $378K |
| PFG Investments, LLC | 0.03% | Reduce -35.1% | 17,490 | $368K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Add +68.8% | 17,445 | $367K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -1.5% | 17,154 | $361K |
| M Holdings Securities, Inc. | 0.05% | Reduce -33.7% | 16,851 | $355K |
| Naples Global Advisors, LLC | 0.04% | Reduce -0.1% | 16,835 | $354K |
| AlphaCentric Advisors LLC | 0.26% | Reduce -1.1% | 16,683 | $351K |
| OneAscent Financial Services LLC | 0.05% | New | 16,603 | $349K |
| Harbor Advisory Corp. | 0.12% | No change | 16,549 | $348K |
| Consolidated Portfolio Review Corp | 0.08% | Add +4.9% | 16,326 | $343K |
| M&T Bank Corp | 0.00% | New | 16,291 | $343K |
| J. W. Coons Advisors, LLC | 0.06% | No change | 16,250 | $342K |
| SignalPoint Asset Management, LLC | 0.09% | Reduce -6.8% | 16,120 | $339K |
| Tyche Wealth Partners LLC | 0.08% | No change | 15,799 | $332K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -50.5% | 15,352 | $323K |
| First American Trust, FSB | 0.03% | Reduce -17.1% | 15,330 | $323K |
| First United Bank & Trust | 0.12% | Add +11.6% | 14,908 | $314K |
| DAVENPORT & Co LLC | 0.00% | Reduce -9.6% | 14,871 | $313K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -19.1% | 14,746 | $310K |
| Cascade Financial Partners, LLC | 0.04% | Add +6.1% | 14,277 | $300K |
| Friedenthal Financial | 0.19% | Add +8.2% | 14,126 | $297K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.8% | 13,980 | $296K |
| Verus Capital Partners, LLC | 0.03% | Add +42.8% | 14,034 | $295K |
| 4Thought Financial Group Inc. | 0.18% | Add +12.1% | 13,797 | $290K |
| Sunbelt Securities, Inc. | 0.03% | Add +20.9% | 13,659 | $287K |
| Avestar Capital, LLC | 0.03% | No change | 13,500 | $284K |
| Savvy Advisors, Inc. | 0.09% | Reduce -43.1% | 13,440 | $283K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +22.2% | 13,270 | $279K |
| Corient Private Wealth LP | 0.00% | New | 13,256 | $279K |
| Millennium Capital Advisors, LLC | 0.18% | Add +0.3% | 13,136 | $276K |
| Compass Financial Group, Inc. | 0.14% | Reduce -2.1% | 13,110 | $276K |
| Arkadios Wealth Advisors | 0.02% | New | 13,074 | $275K |
| Mainstay Capital Management LLC | 0.05% | Reduce -5.8% | 12,921 | $272K |
| NBT Bank, N.A. | 0.02% | New | 12,765 | $269K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12,734 | $268K |
| Opal Wealth Advisors, LLC | 0.08% | No change | 12,432 | $262K |
| AlTi Global, Inc. | 0.01% | Reduce -14.1% | 12,423 | $261K |
| Cobblestone Asset Management LLC | 0.17% | Add +4.0% | 12,380 | $260K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.5% | 12,371 | $260K |
| Legacy Capital Group California, Inc. | 0.09% | Add +26.8% | 12,190 | $256K |
| Sound Income Strategies, LLC | 0.02% | Add +3993.9% | 12,036 | $253K |
| Roger Wittlin Investment Advisory, LLC | 0.16% | Reduce -62.7% | 11,848 | $249K |
| Regatta Capital Group, LLC | 0.05% | Reduce -8.8% | 11,692 | $246K |
| Eagle Strategies LLC | 0.05% | New | 11,649 | $245K |
| Boyd Watterson Asset Management LLC | 0.07% | Add +8.4% | 11,464 | $241K |
| 1620 Investment Advisors, Inc. | 0.19% | Reduce -0.1% | 11,440 | $241K |
| Capital Asset Advisory Services LLC | 0.01% | Add +2.8% | 11,055 | $233K |
| Summit Investment Advisory Services, LLC | 0.27% | New | 10,917 | $230K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.5% | 10,914 | $230K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -42.2% | 10,797 | $227K |
| AA Financial Advisors, LLC | 0.08% | Reduce -9.5% | 10,427 | $219K |
| Optimum Investment Advisors | 0.10% | No change | 10,257 | $216K |
| Western Wealth Management, LLC | 0.02% | New | 10,231 | $215K |
| Cordatus Wealth Management LLC | 0.08% | No change | 10,203 | $215K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.1% | 10,214 | $215K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 10,079 | $212K |
| Hobbs Group Advisors, LLC | 0.08% | — | 10,000 | $210K |
| Howard Financial Services, LTD. | 0.03% | New | 10,000 | $210K |
| Roundview Capital LLC | 0.02% | Reduce -3.7% | 9,841 | $207K |
| Evergreen Capital Management LLC | 0.01% | New | 9,840 | $207K |
| Davidson Trust Co. | 0.14% | No change | 9,836 | $207K |
| West Coast Financial LLC | 0.02% | No change | 9,753 | $205K |
| L.M. Kohn & Company | 0.06% | Reduce -12.2% | 9,716 | $204K |
| Lanark Financial, Inc. | 0.02% | Add +2.5% | 9,693 | $203K |
| FMR LLC | 0.00% | Add +73.2% | 8,033 | $169K |
| Solstein Capital, LLC | 0.11% | No change | 7,777 | $164K |
| Paladin Advisory Group, LLC | 0.13% | Add +0.8% | 7,648 | $161K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.8% | 7,383 | $155K |
| Lindbrook Capital, LLC | 0.01% | New | 7,194 | $151K |
| Creative Capital Management Investments LLC | 0.07% | No change | 6,800 | $143K |
| Geneos Wealth Management Inc. | 0.01% | Add +40.0% | 6,604 | $139K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 6,065 | $128K |
| Cliffwater LLC | 0.03% | Reduce -0.7% | 5,902 | $124K |
| Harbour Investments, Inc. | 0.00% | Add +24.1% | 5,479 | $115K |
| Bangor Savings Bank | 0.01% | Reduce -60.7% | 5,251 | $110K |
| Principal Securities, Inc. | 0.00% | Add +33.8% | 4,967 | $105K |
| Parkside Financial Bank & Trust | 0.02% | No change | 4,766 | $100K |
| Private Trust Co. NA | 0.01% | Reduce -47.0% | 4,704 | $99K |
| Strategic Financial Concepts, LLC | 0.05% | Add +2007.5% | 1,534,314 | $94K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -35.2% | 4,433 | $93K |
| International Assets Investment Management, LLC | 0.01% | New | 4,295 | $90K |
| FSC Wealth Advisors, LLC | 0.07% | Add +96.3% | 4,192 | $88K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +2.1% | 4,056 | $85K |
| MeadowBrook Investment Advisors LLC | 0.08% | Add +6.8% | 3,769 | $79K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.2% | 3,746 | $79K |
| WealthShield Partners, LLC | 0.01% | Reduce -5.1% | 3,715 | $78K |
| IFP Advisors, Inc | 0.00% | Add +77.2% | 3,582 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +5.6% | 3,378 | $71K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Reduce -2.8% | 3,287 | $69K |
| MGB Wealth Management, LLC | 0.03% | New | 3,200 | $68K |
| Hollencrest Capital Management | 0.00% | Add +20.3% | 3,182 | $67K |
| Anfield Capital Management, LLC | 0.03% | New | 2,999 | $63K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -34.3% | 2,849 | $60K |
| Front Row Advisors LLC | 0.02% | Reduce -14.3% | 2,391 | $50K |
| Whittier Trust Co. | 0.00% | New | 2,370 | $50K |
| Valley Wealth Managers, Inc. | 0.00% | New | 2,222 | $47K |
| Cape Investment Advisory, Inc. | 0.02% | Add +0.4% | 2,188 | $46K |
| Castleview Partners, LLC | 0.03% | Reduce -20.9% | 2,151 | $45K |
| Allworth Financial LP | 0.00% | Add +16.6% | 2,081 | $44K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,063 | $43K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,022 | $43K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,000 | $42K |
| Richardson Financial Services Inc. | 0.03% | No change | 1,977 | $42K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -20.3% | 1,965 | $41K |
| Jones Financial Companies LLLP | 0.00% | Reduce -43.5% | 1,905 | $40K |
| REAP Financial Group, LLC | 0.01% | Reduce -50.3% | 1,896 | $40K |
| Bogart Wealth, LLC | 0.00% | Reduce -99.2% | 1,849 | $39K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,683 | $35K |
| NFSG Corp | 0.01% | No change | 1,660 | $35K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -0.1% | 1,625 | $34K |
| Highline Wealth Partners LLC | 0.01% | Add +2.1% | 1,449 | $30K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,424 | $30K |
| Lynx Investment Advisory | 0.02% | — | 1,368 | $29K |
| SouthState Bank Corp | 0.00% | Add +167.3% | 1,363 | $29K |
| CoreCap Advisors, LLC | 0.00% | Reduce -42.9% | 1,330 | $28K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2.1% | 1,254 | $26K |
| Mechanics Financial Corp | 0.01% | No change | 1,196 | $25K |
| Caldwell Trust Co | 0.00% | No change | 1,055 | $22K |
| Ironwood Wealth Management, LLC. | 0.01% | Reduce -76.2% | 1,026 | $22K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $21K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 1,000 | $21K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +2.8% | 897 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 740 | $16K |
| Olistico Wealth, LLC | 0.01% | New | 702 | $15K |
| Versant Capital Management, Inc | 0.00% | New | 699 | $15K |
| Rogco, LP | 0.01% | No change | 583 | $12K |
| Valley National Advisers Inc. | 0.00% | Add +18.6% | 611 | $12K |
| Headlands Technologies LLC | 0.00% | Reduce -98.6% | 560 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 535 | $11K |
| Atticus Wealth Management, LLC | 0.00% | No change | 520 | $11K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 479 | $10K |
| Citigroup Inc. | 0.00% | Reduce -100.0% | 465 | $10K |
| Westside Investment Management, Inc. | 0.00% | Reduce -5.3% | 461 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.3% | 461 | $10K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.1% | 431 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -95.0% | 421 | $9K |
| Triad Wealth Partners, LLC | 0.00% | New | 398 | $8K |
| Penserra Capital Management LLC | 0.00% | Add +4.2% | 376 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -20.8% | 365 | $8K |
| Creekmur Asset Management LLC | 0.00% | Reduce -69.2% | 361 | $8K |
| Signaturefd, LLC | 0.00% | New | 296 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 259 | $5K |
| Gradient Investments LLC | 0.00% | Add +772.4% | 253 | $5K |
| New England Asset Management Inc. | 0.00% | New | 245 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 216 | $5K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 202 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 183 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 175 | $4K |
| RFP Financial Group LLC | 0.00% | No change | 150 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 122 | $3K |
| Perkins Coie Trust Co | 0.00% | No change | 118 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +290.0% | 117 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 111 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 103 | $2K |
| Kozak & Associates, Inc. | 0.00% | New | 103 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 102 | $2K |
| Larson Financial Group LLC | 0.00% | New | 86 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 66 | $1K |
| TCTC Holdings, LLC | 0.00% | New | 26 | $547 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 22 | $455 |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $252 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 21 | $26 |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $21 |
| First Command Advisory Services, Inc. | 0.00% | New | 28 | $0 |
"% of holder's portfolio" is BKLN's weight in each manager's 13F, not the share of Invesco Senior Loan ETF the manager owns.