Invesco Senior Loan ETFBKLNETF
13F holders, Q4 2024 (December 31)540holders +48
67new positions
47sold out
3famous investors
$21.07avg. 13F price*
At the end of Q4 2024, 540 institutions reported holding Invesco Senior Loan ETF (BKLN) in their 13F filings, up 48 from Q3 2024. 67 opened new positions and 47 sold out. The largest holders were Healthcare of Ontario Pension Plan Trust Fund ($479.3M), BlackRock, Inc. ($459.9M) and TD Asset Management Inc ($392.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $884.5M |
| Exits | 47 | $254.7M |
All 13F filers, Q3 2024 → Q4 2024: 121,869,977 shares bought and 34,992,685 shares sold, net +86,877,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 540 holders
| Healthcare of Ontario Pension Plan Trust Fund | 1.03% | Add +37.9% | 22,749,987 | $479.3M |
| BlackRock, Inc. | 0.01% | Add +23.8% | 21,826,942 | $459.9M |
| TD Asset Management Inc | 0.35% | New | 18,628,261 | $392.5M |
| Ocean Park Asset Management, LLC | 13.02% | Add +2838.3% | 18,160,609 | $382.6M |
| Invesco Ltd. | 0.05% | Add +17.8% | 12,026,978 | $253.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.94% | Add +3.1% | 9,792,889 | $206.3M |
| Morgan Stanley | 0.01% | Add +24.8% | 9,123,464 | $192.2M |
| Lord, Abbett & Co. LLC | 0.62% | Add +245.5% | 8,925,810 | $188.1M |
| Manufacturers Life Insurance Company, The | 0.16% | Reduce -12.2% | 8,854,360 | $186.6M |
| Investment Management Corp of Ontario | 5.88% | Reduce -22.5% | 8,441,678 | $177.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.5% | 7,941,078 | $167.3M |
| Bank of America Corp. | 0.01% | Add +161.8% | 7,298,702 | $153.8M |
| Ensign Peak Advisors, Inc | 0.25% | Add +126.7% | 6,807,190 | $143.4M |
| III Capital Management | 35.64% | No change | 5,585,614 | $117.7M |
| American Century Companies Inc. | 0.06% | New | 5,148,559 | $108.5M |
| Liberty Mutual Group Asset Management Inc. | 25.08% | New | 5,000,000 | $105.3M |
| Barclays PLC | 0.05% | Reduce -18.7% | 5,000,000 | $105.3M |
| Bank of New York Mellon Corp | 0.02% | Add +11.3% | 4,954,709 | $104.4M |
| Counterpoint Mutual Funds LLC | 12.99% | Add +6.8% | 4,937,232 | $104.0M |
| Wellington Management Group LLP | 0.02% | Add +426.4% | 4,885,270 | $102.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.7% | 4,825,338 | $101.7M |
| Ameriprise Financial Inc. | 0.03% | Add +78.7% | 4,631,771 | $97.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +19.6% | 4,306,789 | $90.7M |
| LPL Financial LLC | 0.04% | Add +45.5% | 4,266,626 | $89.9M |
| Renaissance Technologies | 0.13% | Add +7.3% | 4,133,700 | $87.1M |
| Diversify Advisory Services, LLC | 4.29% | Add +22.0% | 3,687,906 | $77.8M |
| BNP Paribas | 1.02% | Add +76.6% | 3,488,758 | $73.5M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -23.8% | 3,435,310 | $72.4M |
| Angeles Investment Advisors, LLC | 3.48% | New | 3,427,390 | $72.2M |
| UBS Group AG | 0.02% | Add +269.4% | 3,387,521 | $71.4M |
| Neuberger Berman Group LLC | 0.06% | Add +19.8% | 3,352,325 | $70.6M |
| 1607 Capital Partners, LLC | 5.65% | Add +363.4% | 3,338,600 | $70.3M |
| Advisory Alpha, LLC | 2.47% | Reduce -0.2% | 3,298,315 | $69.5M |
| Sumitomo Life Insurance Co. | 1.23% | Add +151.6% | 3,101,835 | $65.4M |
| Aristotle Pacific Capital, LLC | 20.16% | Add +30.3% | 3,055,031 | $64.4M |
| Bain Capital Credit, LP | 14.20% | Reduce -20.8% | 3,027,643 | $63.8M |
| Sei Investments Co. | 0.08% | Add +4.1% | 2,928,597 | $61.7M |
| Calamos Advisors LLC | 0.39% | Add +127.4% | 2,790,454 | $58.8M |
| Wells Fargo & Company | 0.01% | Add +54.2% | 2,491,907 | $52.5M |
| Hikari Tsushin, Inc. | 3.80% | No change | 2,483,848 | $52.3M |
| Compass Rose Asset Management, LP | 24.77% | New | 2,400,000 | $50.6M |
| Prudential PLC | 0.25% | Add +3.1% | 2,383,482 | $50.2M |
| Man Group plc | 0.15% | Add +23.1% | 2,351,701 | $49.6M |
| DSC Meridian Capital LP | 36.40% | Add +316.4% | 2,155,992 | $45.4M |
| Assetmark, Inc. | 0.12% | Add +34.7% | 2,146,237 | $45.2M |
| Sun Life Financial Inc. | 2.52% | No change | 2,145,000 | $45.2M |
| Citigroup Inc. | 0.04% | Add +4.3% | 2,066,315 | $43.5M |
| Forge First Asset Management Inc. | 14.02% | No change | 1,854,100 | $39.0M |
| RFG Holdings, Inc. | 11.27% | Add +3.6% | 1,609,999 | $33.9M |
| Endurance Services Ltd | 5.42% | No change | 1,536,000 | $32.4M |
| Jane Street Group, LLC | 0.05% | Reduce -43.0% | 1,512,165 | $31.9M |
| Kensington Asset Management, LLC | 1.86% | No change | 1,503,940 | $31.7M |
| Massachusetts Financial Services Co. | 0.01% | New | 1,494,100 | $31.5M |
| New York Life Investment Management LLC | 0.30% | Reduce -6.4% | 1,475,028 | $31.1M |
| Raymond James Financial Inc. | 0.01% | — | 1,397,227 | $29.4M |
| CIBC Private Wealth Group LLC | 0.05% | Add +8.9% | 1,380,535 | $29.2M |
| Boothbay Fund Management, LLC | 0.91% | No change | 1,360,605 | $28.7M |
| BNP Paribas Financial Markets | 0.02% | Reduce -51.3% | 1,257,243 | $26.5M |
| Factory Mutual Insurance Co. | 0.27% | No change | 1,200,000 | $25.3M |
| CIBC Asset Management Inc | 0.08% | Reduce -40.3% | 1,183,766 | $24.9M |
| Carronade Capital Management, LP | 4.60% | No change | 1,150,000 | $24.2M |
| Ironwood Wealth Management, Inc. | 11.29% | Add +3.2% | 1,084,338 | $22.9M |
| Shenkman Capital Management Inc. | 31.91% | Reduce -50.8% | 1,075,613 | $22.9M |
| 1832 Asset Management L.P. | 0.04% | Add +46.8% | 1,044,397 | $22.0M |
| Franklin Resources Inc. | 0.01% | Add +61.9% | 1,007,427 | $21.2M |
| Federated Hermes, Inc. | 0.05% | Add +7.7% | 1,003,245 | $21.1M |
| MML Investors Services, LLC | 0.07% | Add +161.3% | 992,172 | $20.9M |
| Cerity Partners LLC | 0.04% | Add +11.5% | 984,023 | $20.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 950,000 | $20.0M |
| Trajan Wealth LLC | 1.08% | Add +8.5% | 921,520 | $19.4M |
| Transform Wealth, LLC | 1.05% | Add +107.3% | 900,461 | $19.0M |
| Osaic Holdings, Inc. | 0.04% | Add +16.4% | 898,674 | $18.9M |
| Cetera Investment Advisers | 0.04% | Add +26.7% | 881,036 | $18.6M |
| Guggenheim Capital LLC | 0.15% | Add +3.2% | 873,907 | $18.4M |
| Ninety One UK Ltd | 0.05% | Add +18.5% | 846,749 | $17.8M |
| Macquarie Group Ltd. | 0.02% | No change | 844,157 | $17.8M |
| Family Investment Center, Inc. | 4.34% | Reduce -15.1% | 812,103 | $17.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 776,699 | $16.4M |
| Toronto Dominion Bank | 0.03% | New | 746,467 | $15.7M |
| Strategic Investment Advisors / MI | 1.65% | Add +14.8% | 738,092 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Add +120.7% | 709,432 | $14.9M |
| Loomis Sayles & Co. L P | 0.02% | Add +9.9% | 707,000 | $14.9M |
| Insight Wealth Strategies, LLC | 1.97% | New | 695,844 | $14.7M |
| Wealthcare Advisory Partners LLC | 0.41% | Add +4.1% | 695,733 | $14.7M |
| Granby Capital Management, LLC | 7.48% | Add +10.5% | 685,000 | $14.4M |
| Brookstone Capital Management | 0.21% | Reduce -3.7% | 677,337 | $14.3M |
| Foundations Investment Advisors, LLC | 0.27% | Add +57.0% | 655,275 | $13.8M |
| Courage Capital Management LLC | 28.18% | No change | 648,000 | $13.7M |
| Inspire Advisors, LLC | 1.67% | Add +12.4% | 647,292 | $13.6M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -0.5% | 626,862 | $13.2M |
| Hantz Financial Services, Inc. | 0.23% | Add +8.6% | 624,836 | $13.2M |
| Yeomans Consulting Group, Inc. | 4.79% | Reduce -5.5% | 606,645 | $12.8M |
| Mariner, LLC | 0.02% | Reduce -28.1% | 598,407 | $12.6M |
| Mechanics Bank Trust Department | 1.66% | Add +14.2% | 592,210 | $12.5M |
| Bank of Montreal | 0.01% | Add +12.0% | 591,311 | $12.5M |
| Atria Investments, Inc | 0.15% | Reduce -25.5% | 575,599 | $12.1M |
| D.A. Davidson & Co. | 0.10% | Add +0.9% | 570,941 | $12.0M |
| Amundi | 0.00% | Add +66.7% | 550,000 | $11.6M |
| National Bank of Canada | 0.01% | Add +4.6% | 548,151 | $11.5M |
| Jones Road Capital Management, L.P. | 10.63% | Add +22.4% | 547,152 | $11.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +23.0% | 527,396 | $11.1M |
| Rwa Wealth Partners, LLC | 0.13% | New | 514,042 | $10.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1052.3% | 508,734 | $10.7M |
| Mariner Investment Group LLC | 2.12% | Reduce -74.7% | 500,884 | $10.6M |
| Ssi Investment Management LLC | 3.77% | Add +47.9% | 500,269 | $10.5M |
| Pharo Management, Inc. | 100.00% | New | 500,000 | $10.5M |
| Trustmark Bank Trust Department | 0.78% | Add +0.4% | 495,292 | $10.4M |
| Cim, LLC | 1.45% | Add +2.0% | 482,718 | $10.2M |
| Corbin Capital Partners, L.P. | 17.00% | No change | 482,509 | $10.2M |
| Cresset Asset Management, LLC | 0.05% | Add +2117.2% | 452,448 | $9.5M |
| Moloney Securities Asset Management, LLC | 1.27% | Reduce -15.3% | 447,049 | $9.4M |
| Marshall Wace, LLP | 0.01% | Reduce -76.3% | 441,156 | $9.3M |
| Schroder Investment Management Group | 0.01% | Add +9.9% | 435,372 | $9.2M |
| Catalyst Capital Advisors LLC | 0.19% | No change | 425,928 | $9.0M |
| One William Street Capital Management, L.P. | 92.21% | New | 425,000 | $9.0M |
| Sequoia Financial Advisors, LLC | 0.09% | New | 418,889 | $8.8M |
| Deutsche Bank AG | 0.00% | Add +26.9% | 411,303 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.9% | 409,771 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +1202.2% | 406,304 | $8.6M |
| Truist Financial Corp. | 0.01% | Reduce -2.1% | 404,492 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -6.5% | 403,947 | $8.5M |
| FMR LLC | 0.00% | Reduce -45.0% | 388,644 | $8.2M |
| Horizon Financial Services, LLC | 4.58% | Add +15.8% | 386,760 | $8.1M |
| Park Avenue Securities LLC | 0.08% | Add +90.9% | 369,341 | $7.8M |
| Merit Financial Group, LLC | 0.14% | Add +3.7% | 358,471 | $7.6M |
| iA Global Asset Management Inc. | 0.13% | No change | 353,100 | $7.4M |
| Stephens Inc. | 0.10% | Reduce -10.1% | 350,048 | $7.4M |
| First Manhattan Co. Llc. | 0.02% | No change | 350,000 | $7.4M |
| Tidal Investments LLC | 0.06% | Add +134.8% | 348,440 | $7.3M |
| Little Harbor Advisors, LLC | 4.30% | Add +5.6% | 345,705 | $7.3M |
| Matthew Goff Investment Advisor, LLC | 1.35% | New | 344,728 | $7.3M |
| Edgestream Partners, L.P. | 0.30% | Add +9.6% | 328,922 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Add +21.4% | 312,419 | $6.6M |
| Angeles Wealth Management, LLC | 0.54% | Add +2.4% | 311,759 | $6.6M |
| Forefront Analytics, LLC | 2.99% | Add +8.6% | 304,746 | $6.4M |
| CW Advisors, LLC | 0.09% | Reduce -3.4% | 299,512 | $6.3M |
| Wellington Wealth Strategies, LLC. | 5.55% | Reduce -23.8% | 289,578 | $6.1M |
| Galilei Investment Office LLP | 3.04% | — | 286,437 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.5% | 285,161 | $6.0M |
| SAM Advisors, LLC | 2.15% | Add +13.2% | 282,926 | $6.0M |
| Founders Financial Securities LLC | 0.53% | New | 276,865 | $5.8M |
| Alaska Permanent Fund Corp | 0.08% | No change | 250,000 | $5.3M |
| Florin Court Capital LLP | 5.44% | Add +158.5% | 248,700 | $5.2M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -3.8% | 247,163 | $5.2M |
| Stableford Capital II LLC | 2.05% | Reduce -1.2% | 245,768 | $5.2M |
| McAdam, LLC | 0.27% | Reduce -10.1% | 232,697 | $4.9M |
| First Hawaiian Bank | 0.16% | Add +70.3% | 230,268 | $4.9M |
| Comerica Bank | 0.02% | Add +1.1% | 226,350 | $4.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.69% | Add +6.0% | 221,571 | $4.7M |
| Central Pacific Bank - Trust Division | 0.61% | Add +40.0% | 210,900 | $4.4M |
| Dark Forest Capital Management LP | 0.65% | Reduce -7.0% | 210,392 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.0% | 209,642 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -12.6% | 208,056 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -34.9% | 207,501 | $4.4M |
| Western Asset Management Company, LLC | 37.70% | New | 200,000 | $4.2M |
| Jefferies Financial Group Inc. | 0.05% | New | 200,000 | $4.2M |
| Perigon Wealth Management, LLC | 0.10% | Add +1.2% | 195,698 | $4.1M |
| Blue Investment Partners LLC | 1.51% | Add +3.4% | 195,811 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.34% | Add +2.5% | 188,587 | $4.0M |
| Financial Advisory Partners, LLC | 1.29% | Add +6.2% | 184,494 | $3.9M |
| Sykon Capital LLC | 1.33% | Add +106.6% | 183,256 | $3.9M |
| CENTRAL TRUST Co | 0.09% | Add +3.7% | 182,427 | $3.8M |
| Diversify Wealth Management, LLC | 0.30% | Add +64.2% | 181,515 | $3.8M |
| Sage Financial Group Inc. | 0.30% | Add +83.2% | 179,631 | $3.8M |
| Piedmont Capital Management, LLC | 2.19% | Add +1.9% | 172,372 | $3.6M |
| Adell Harriman & Carpenter Inc. | 0.25% | Reduce -4.9% | 169,948 | $3.6M |
| Riggs Asset Managment Co. Inc. | 0.95% | Add +165798.0% | 169,216 | $3.6M |
| Transcendent Capital Group LLC | 1.81% | New | 166,467 | $3.5M |
| Virtue Capital Management, LLC | 0.70% | Add +5.3% | 164,426 | $3.5M |
| Spire Wealth Management | 0.11% | Add +19.1% | 164,117 | $3.5M |
| Guardian Asset Advisors, LLC | 2.21% | Add +7.9% | 163,779 | $3.5M |
| Apollon Wealth Management, LLC | 0.08% | Add +17.6% | 163,411 | $3.4M |
| Park Avenue Institutional Advisers LLC | 24.25% | New | 161,600 | $3.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.94% | Reduce -1.3% | 153,619 | $3.2M |
| Old Port Advisors | 0.92% | Add +9.6% | 152,352 | $3.2M |
| Blue Fin Capital, Inc. | 0.59% | Reduce -5.9% | 151,100 | $3.2M |
| First Citizens Bank & Trust Co. | 0.06% | Add +14.6% | 150,436 | $3.2M |
| HCR Wealth Advisors | 0.40% | Add +1.6% | 150,357 | $3.2M |
| Bay Capital Advisors, LLC | 2.51% | — | 148,289 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +12.7% | 144,964 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -54.2% | 140,297 | $3.0M |
| Appleton Partners Inc. | 0.22% | Add +2.5% | 139,648 | $2.9M |
| TigerOak Management, L.L.C. | 1.06% | — | 138,090 | $2.9M |
| Matrix Private Capital Group LLC | 1.65% | Add +20.8% | 137,407 | $2.9M |
| J.Safra Asset Management Corp | 0.23% | Add +4.4% | 135,938 | $2.9M |
| Ti-Trust, Inc. | 1.91% | No change | 135,000 | $2.8M |
| HRT Financial LP | 0.01% | New | 134,076 | $2.8M |
| Mount Lucas Management LP | 0.96% | Add +3.2% | 131,480 | $2.8M |
| Brendel Financial Advisors LLC | 1.64% | Reduce -6.2% | 128,879 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +15.2% | 128,446 | $2.7M |
| Novem Group | 0.40% | — | 127,400 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.7% | 125,263 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -6.7% | 125,092 | $2.6M |
| Fiera Capital Corp | 0.01% | No change | 125,000 | $2.6M |
| AE Wealth Management LLC | 0.02% | Add +6.4% | 124,531 | $2.6M |
| Perennial Advisors, LLC | 0.56% | — | 123,127 | $2.6M |
| Wedbush Securities Inc. | 0.09% | Add +11.4% | 121,535 | $2.6M |
| Great Diamond Partners, LLC | 0.63% | Add +0.6% | 116,508 | $2.5M |
| Destination Wealth Management | 0.08% | Add +3.3% | 115,472 | $2.4M |
| Synovus Financial Corp. | 0.03% | Add +27.3% | 114,916 | $2.4M |
| Millennium Management | 0.00% | Reduce -94.3% | 113,801 | $2.4M |
| Guidance Capital, Inc. | 0.73% | New | 113,159 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -48.7% | 111,862 | $2.4M |
| Black Swift Group, LLC | 0.50% | Add +136.3% | 110,800 | $2.3M |
| Welch & Forbes LLC | 0.03% | Reduce -4.6% | 107,869 | $2.3M |
| Tradewinds Capital Management, LLC | 0.58% | Add +3.8% | 105,016 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.7% | 104,900 | $2.2M |
| Total Clarity Wealth Management, Inc. | 0.70% | Reduce -23.2% | 102,775 | $2.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +2.6% | 101,346 | $2.1M |
| Charles Schwab Trust Co | 0.18% | Reduce -15.7% | 99,807 | $2.1M |
| Advisors Preferred, LLC | 0.34% | New | 98,937 | $2.1M |
| Composition Wealth, LLC | 0.04% | Reduce -16.5% | 98,786 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +31.6% | 98,724 | $2.1M |
| Crabel Capital Management, LLC | 6.75% | Reduce -25.3% | 98,700 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Add +52.6% | 93,063 | $2.0M |
| Triumph Capital Management | 0.65% | Reduce -2.3% | 90,677 | $1.9M |
| Garner Asset Management Corp | 0.86% | Add +5.3% | 89,904 | $1.9M |
| Verity Asset Management, Inc. | 1.06% | Add +73.3% | 89,147 | $1.9M |
| TrueMark Investments, LLC | 0.58% | Add +127.6% | 85,502 | $1.8M |
| TT Capital Management LLC | 1.43% | — | 85,035 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -0.6% | 78,932 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -2.9% | 78,561 | $1.7M |
| DMC Group, LLC | 1.32% | Reduce -1.3% | 77,221 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 74,985 | $1.6M |
| Strategic Financial Concepts, LLC | 0.30% | Add +2.8% | 74,782 | $1.6M |
| FC Advisory LLC | 0.52% | Add +2.5% | 73,256 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +1.1% | 72,592 | $1.5M |
| Ascentis Independent Advisors | 0.29% | New | 72,447 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.0% | 71,459 | $1.5M |
| AEGON USA Investment Management, LLC | 1.51% | No change | 71,000 | $1.5M |
| WT Wealth Management | 0.47% | Reduce -6.6% | 70,973 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Reduce -7.5% | 70,374 | $1.5M |
| Exchange Traded Concepts, LLC | 0.03% | Add +58.1% | 67,447 | $1.4M |
| Almanack Investment Partners, LLC. | 0.22% | Reduce -94.8% | 67,411 | $1.4M |
| Asset Allocation Strategies LLC | 0.34% | Add +77.2% | 66,783 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +6.2% | 66,333 | $1.4M |
| CI Investments Inc. | 0.01% | Add +112.2% | 66,200 | $1.4M |
| Hancock Whitney Corp. | 0.04% | Add +43.6% | 66,109 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +15.2% | 66,079 | $1.4M |
| Hart & Patterson Financial Group LLC | 0.67% | Add +2.5% | 65,677 | $1.4M |
| Peddock Capital Advisors, LLC | 0.33% | Reduce -7.9% | 65,414 | $1.4M |
| Aletheian Wealth Advisors LLC | 0.80% | Add +1.5% | 63,840 | $1.3M |
| Chesapeake Capital Corp. | 1.36% | Reduce -0.5% | 63,387 | $1.3M |
| Mma Asset Management LLC | 0.58% | Reduce -73.3% | 63,051 | $1.3M |
| Trek Financial, LLC | 0.10% | New | 62,556 | $1.3M |
| Stelac Advisory Services LLC | 0.51% | Add +3.2% | 62,069 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Add +81.7% | 61,911 | $1.3M |
| Cwm, LLC | 0.01% | Add +45.4% | 61,450 | $1.3M |
| Napa Wealth Management | 0.55% | Add +37.8% | 60,737 | $1.3M |
| Quattro Financial Advisors LLC | 0.33% | New | 60,552 | $1.3M |
| Independent Wealth Network Inc. | 0.50% | Add +24.8% | 58,324 | $1.2M |
| Motiv8 Investments LLC | 0.85% | Reduce -10.5% | 57,784 | $1.2M |
| Nwam LLC | 0.07% | Reduce -2.6% | 57,277 | $1.2M |
| Wagner Wealth Management, LLC | 0.31% | Add +5.8% | 57,108 | $1.2M |
| Virtus Investment Advisers, LLC | 0.96% | New | 56,622 | $1.2M |
| Adams Wealth Management | 0.22% | Add +1.1% | 55,377 | $1.2M |
| CacheTech Inc. | 0.22% | Add +1.1% | 55,377 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +0.0% | 53,872 | $1.1M |
| Howard Financial Services, LTD. | 0.15% | Add +6.8% | 53,381 | $1.1M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -9.4% | 52,925 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.7% | 52,617 | $1.1M |
| Cumberland Partners Ltd | 0.07% | No change | 50,000 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +22.2% | 49,730 | $1.0M |
| Left Brain Wealth Management, LLC | 0.39% | Add +23.8% | 49,072 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | — | 48,883 | $1.0M |
| Virtus Advisers, LLC | 0.42% | New | 48,333 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +53.5% | 47,760 | $1.0M |
| Prudent Man Advisors, LLC | 0.37% | Reduce -20.5% | 47,700 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.5% | 47,545 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +8.5% | 47,545 | $1.0M |
| Horizon Wealth Management, LLC | 0.17% | New | 46,462 | $979K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +6.4% | 45,630 | $961K |
| First Trust Advisors LP | 0.00% | Reduce -0.5% | 45,330 | $955K |
| Advisory Services Network, LLC | 0.02% | Add +32.8% | 45,116 | $951K |
| TD Waterhouse Canada Inc. | 0.01% | No change | 43,417 | $914K |
| Wbi Investments, LLC | 0.23% | Reduce -43.3% | 42,995 | $906K |
| Global Retirement Partners, LLC | 0.03% | Reduce -26.9% | 42,837 | $903K |
| Sigma Planning Corp | 0.03% | Add +0.1% | 42,631 | $898K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -1.2% | 42,185 | $889K |
| Flagstar Securities, Inc. | 0.22% | Add +5.1% | 42,029 | $886K |
| Integrated Advisors Network LLC | 0.04% | Reduce -3.9% | 41,071 | $865K |
| GoalVest Advisory LLC | 0.23% | New | 40,505 | $853K |
| Intrust Bank NA | 0.09% | No change | 40,404 | $851K |
| Concord Wealth Partners | 0.14% | Reduce -95.5% | 40,332 | $850K |
| Commerce Bank | 0.01% | No change | 39,550 | $833K |
| Worth Asset Management, LLC | 0.43% | New | 38,248 | $806K |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.8% | 37,958 | $800K |
| Nikulski Financial, Inc. | 0.23% | Reduce -3.9% | 37,860 | $798K |
| Operose Advisors LLC | 0.27% | Reduce -17.8% | 37,789 | $796K |
| SageView Advisory Group, LLC | 0.03% | New | 37,155 | $783K |
| Hillsdale Investment Management Inc. | 0.04% | Add +18.1% | 37,150 | $783K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | Reduce -46.9% | 36,375 | $766K |
| Optima Capital LLC | 0.52% | — | 35,646 | $751K |
| Waterloo Capital, L.P. | 0.08% | Add +72.7% | 34,973 | $737K |
| Continental Investors Services, Inc. | 1.46% | Add +2.6% | 34,942 | $736K |
| Hilltop Holdings Inc. | 0.05% | Reduce -12.6% | 34,367 | $724K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.0% | 33,467 | $705K |
| Croban | 0.69% | — | 33,369 | $703K |
| Advisors Asset Management, Inc. | 0.01% | Add +17.5% | 32,783 | $691K |
| US Bancorp \de | 0.00% | Add +11.1% | 32,756 | $690K |
| Gill Capital Partners, LLC | 0.24% | No change | 32,399 | $683K |
| Strategic Advocates LLC | 0.23% | Reduce -13.0% | 31,817 | $670K |
| Fort Sheridan Advisors LLC | 0.10% | Add +4.8% | 31,491 | $664K |
| Wealthcare Capital Management LLC | 0.07% | Add +2.5% | 31,346 | $660K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.0% | 30,875 | $651K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +8.3% | 30,638 | $646K |
| Fernwood Investment Management, LLC | 0.21% | Reduce -2.0% | 29,283 | $617K |
| Capstone Investment Advisors, LLC | 0.01% | New | 29,030 | $612K |
| Arete Wealth Advisors, LLC | 0.04% | Add +38.4% | 28,462 | $599K |
| Mgo One Seven LLC | 0.02% | Add +2.6% | 27,692 | $583K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.7% | 27,122 | $571K |
| First Citizens Asset Management, Inc. | 0.21% | Reduce -6.8% | 27,065 | $570K |
| World Investment Advisors | 0.02% | Reduce -10.7% | 27,002 | $569K |
| Pinion Investment Advisors, LLC | 0.22% | New | 26,297 | $554K |
| MAI Capital Management | 0.00% | New | 25,408 | $535K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.2% | 25,234 | $532K |
| First City Capital Management, Inc. | 0.28% | Reduce -17.2% | 25,100 | $529K |
| Castle Rock Wealth Management, LLC | 0.13% | Reduce -58.7% | 24,914 | $525K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.8% | 24,662 | $520K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 24,650 | $519K |
| CoreCap Advisors, LLC | 0.02% | Add +1707.1% | 24,468 | $516K |
| Wambolt & Associates, LLC | 0.16% | Reduce -28.9% | 24,052 | $507K |
| Invst, LLC | 0.06% | Reduce -13.0% | 23,788 | $501K |
| Kennicott Capital Management LLC | 0.26% | No change | 23,653 | $498K |
| Everpar Advisors LLC | 0.25% | Reduce -1.9% | 23,206 | $489K |
| Sowell Financial Services LLC | 0.03% | Add +16.2% | 23,132 | $487K |
| Howard Wealth Management, LLC | 0.26% | Reduce -48.1% | 23,062 | $486K |
| Summit Investment Advisors, Inc. | 0.43% | — | 23,049 | $485K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +210.4% | 22,819 | $481K |
| K2 Financial Inc. | 0.47% | — | 22,272 | $470K |
| Oder Investment Management, LLC | 0.39% | Add +0.1% | 22,297 | $470K |
| First United Bank & Trust | 0.17% | Add +64.2% | 22,267 | $469K |
| Csenge Advisory Group | 0.02% | Reduce -12.3% | 21,803 | $459K |
| GTS Securities LLC | 0.02% | Reduce -53.0% | 21,581 | $455K |
| Logan Stone Capital, LLC | 0.15% | Reduce -71.4% | 21,024 | $443K |
| Advyzon Investment Management, LLC | 0.17% | — | 20,838 | $439K |
| XTX Topco Ltd | 0.04% | New | 20,741 | $437K |
| Squarepoint Ops LLC | 0.00% | New | 20,734 | $437K |
| Everstar Asset Management, LLC | 0.31% | Reduce -8.4% | 20,600 | $434K |
| Thompson David Blair | 0.31% | — | 20,103 | $424K |
| J. W. Coons Advisors, LLC | 0.11% | Add +23.4% | 20,060 | $423K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -80.3% | 20,000 | $422K |
| Ninety One North America, Inc. | 0.03% | No change | 20,000 | $421K |
| Verus Capital Partners, LLC | 0.04% | Add +27.2% | 19,720 | $416K |
| Independent Advisor Alliance | 0.01% | New | 19,525 | $411K |
| SimpliFi, Inc. | 0.19% | Reduce -96.9% | 19,471 | $410K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.7% | 19,223 | $405K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -5.3% | 19,214 | $405K |
| Blair William & Co. | 0.00% | Reduce -3.0% | 19,064 | $402K |
| Creative Planning | 0.00% | Add +0.4% | 19,059 | $402K |
| Wealthcare Capital Partners, LLC | 0.20% | — | 18,635 | $393K |
| Sequent Planning LLC | 0.14% | Reduce -3.3% | 18,508 | $390K |
| AlphaCentric Advisors LLC | 0.38% | Add +7.2% | 18,245 | $384K |
| Dimension Capital Management LLC | 0.06% | New | 17,840 | $376K |
| High Net Worth Advisory Group LLC | 0.10% | New | 17,500 | $369K |
| Focused Wealth Management, Inc | 0.05% | New | 17,448 | $368K |
| Global Assets Advisory, LLC | 0.20% | New | 17,422 | $367K |
| Certuity, LLC | 0.04% | Reduce -13.6% | 17,334 | $365K |
| PFG Investments, LLC | 0.02% | Add +3.4% | 17,282 | $364K |
| Elm3 Financial Group, LLC | 0.30% | — | 16,935 | $357K |
| PFG Advisors | 0.02% | New | 16,732 | $353K |
| DAVENPORT & Co LLC | 0.00% | Add +2.6% | 16,676 | $351K |
| LJI Wealth Management, LLC | 0.07% | Reduce -14.6% | 16,584 | $349K |
| International Assets Investment Management, LLC | 0.03% | Reduce -88.8% | 16,540 | $348K |
| Insight Inv LLC | 0.24% | New | 16,486 | $347K |
| Rothschild Investment LLC | 0.02% | No change | 16,290 | $343K |
| Burns J W & Co. Inc. | 0.04% | Reduce -19.9% | 16,225 | $342K |
| Journey Strategic Wealth LLC | 0.01% | New | 16,096 | $339K |
| Osborne Partners Capital Management, LLC | 0.02% | New | 16,030 | $338K |
| SignalPoint Asset Management, LLC | 0.08% | Add +0.1% | 15,972 | $337K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -4.4% | 15,851 | $334K |
| Tyche Wealth Partners LLC | 0.07% | No change | 15,799 | $333K |
| Argyle Capital Partners, LLC | 0.28% | — | 15,699 | $331K |
| &partners | 0.00% | Add +31.5% | 15,453 | $326K |
| UMB Bank, n.a. | 0.01% | Reduce -52.3% | 15,263 | $322K |
| Concord Asset Management, LLC | 0.07% | Reduce -98.3% | 15,172 | $320K |
| Beta Wealth Group, Inc. | 0.14% | Reduce -8.8% | 15,164 | $320K |
| Focus Financial Network, Inc. | 0.01% | Add +0.8% | 15,102 | $318K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -13.8% | 14,634 | $308K |
| Naples Global Advisors, LLC | 0.03% | Reduce -2.9% | 14,485 | $305K |
| First American Trust, FSB | 0.03% | No change | 14,480 | $305K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.5% | 14,446 | $304K |
| M Holdings Securities, Inc. | 0.05% | Reduce -2.6% | 14,379 | $303K |
| M1 Capital Management LLC | 0.16% | — | 14,300 | $301K |
| Cascade Financial Partners, LLC | 0.04% | No change | 14,277 | $301K |
| 4Thought Financial Group Inc. | 0.19% | Add +2.6% | 14,201 | $299K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.5% | 14,158 | $298K |
| Parker Financial LLC | 0.14% | Reduce -21.7% | 13,911 | $293K |
| Capital Analysts, LLC | 0.01% | Add +5.3% | 13,917 | $293K |
| Elios Financial Group Inc. | 0.14% | Add +0.9% | 13,879 | $292K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -34.3% | 13,499 | $284K |
| Cobblestone Asset Management LLC | 0.18% | Add +8.0% | 13,345 | $281K |
| Savant Capital, LLC | 0.00% | Reduce -58.4% | 13,298 | $280K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 13,230 | $279K |
| Chris Bulman Inc | 0.18% | Add +7.8% | 13,197 | $278K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -47.8% | 13,125 | $277K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +11.7% | 12,882 | $271K |
| AA Financial Advisors, LLC | 0.07% | Add +17.4% | 12,826 | $270K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.3% | 12,803 | $270K |
| NBT Bank, N.A. | 0.02% | No change | 12,765 | $269K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12,734 | $268K |
| Mainstay Capital Management LLC | 0.04% | Reduce -0.7% | 12,713 | $268K |
| Focus Partners Wealth | 0.00% | New | 12,661 | $267K |
| Copperwynd Financial, LLC | 0.07% | Add +14.7% | 12,604 | $266K |
| Simplex Trading, LLC | 0.01% | Add +63.0% | 12,528 | $263K |
| AlTi Global, Inc. | 0.01% | No change | 12,423 | $262K |
| Opal Wealth Advisors, LLC | 0.08% | No change | 12,100 | $255K |
| Boyd Watterson Asset Management LLC | 0.07% | Add +14.2% | 12,073 | $254K |
| Eagle Strategies LLC | 0.04% | Add +3.2% | 12,022 | $253K |
| Cadence Bank | 0.02% | New | 11,996 | $253K |
| 1620 Investment Advisors, Inc. | 0.19% | Add +4.3% | 11,776 | $248K |
| IHT Wealth Management, LLC | 0.01% | Reduce -44.9% | 11,604 | $245K |
| Signal Advisors Wealth, LLC | 0.03% | New | 11,289 | $238K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -9.9% | 11,247 | $237K |
| Jones Financial Companies LLLP | 0.00% | Add +23.8% | 11,070 | $233K |
| Principal Securities, Inc. | 0.01% | Add +9.9% | 11,047 | $233K |
| Meitav Investment House Ltd. | 0.00% | New | 10,945 | $231K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.6% | 10,758 | $227K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.2% | 10,655 | $225K |
| Cordatus Wealth Management LLC | 0.06% | No change | 10,203 | $215K |
| Western Wealth Management, LLC | 0.01% | Reduce -56.9% | 10,150 | $214K |
| Hobbs Group Advisors, LLC | 0.08% | No change | 10,000 | $211K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 10,000 | $211K |
| Friedenthal Financial | 0.12% | Add +0.4% | 9,966 | $210K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.2% | 9,879 | $208K |
| Davidson Trust Co. | 0.11% | No change | 9,836 | $207K |
| Fortress Private Ledger, LLC | 0.13% | — | 9,786 | $206K |
| West Coast Financial LLC | 0.02% | No change | 9,753 | $205K |
| Regatta Capital Group, LLC | 0.04% | Reduce -10.9% | 9,708 | $205K |
| Lindbrook Capital, LLC | 0.02% | Add +14.2% | 9,556 | $201K |
| Private Advisory Group LLC | 0.02% | New | 9,510 | $200K |
| Harbour Investments, Inc. | 0.01% | Add +35.2% | 9,396 | $198K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.0% | 9,211 | $194K |
| Paladin Advisory Group, LLC | 0.13% | Add +3.0% | 7,969 | $168K |
| Group One Trading LLC | 0.01% | New | 7,837 | $165K |
| Solstein Capital, LLC | 0.09% | No change | 7,777 | $164K |
| Allworth Financial LP | 0.00% | Add +423.2% | 7,587 | $160K |
| Optimum Investment Advisors | 0.07% | Reduce -26.9% | 7,500 | $158K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -15.5% | 7,362 | $155K |
| Creative Capital Management Investments LLC | 0.06% | No change | 6,800 | $143K |
| FSC Wealth Advisors, LLC | 0.09% | Add +34.1% | 6,562 | $138K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,331 | $133K |
| Bangor Savings Bank | 0.01% | Add +15.9% | 6,217 | $131K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 6,065 | $128K |
| Albion Financial Group | 0.01% | New | 6,000 | $126K |
| Cliffwater LLC | 0.03% | No change | 5,902 | $124K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 5,870 | $124K |
| Blue Trust, Inc. | 0.00% | New | 5,554 | $117K |
| Ravenstone Capital Management Inc. | 0.06% | New | 5,000 | $105K |
| SBI Securities Co., Ltd. | 0.00% | — | 4,804 | $101K |
| Parkside Financial Bank & Trust | 0.01% | No change | 4,766 | $100K |
| Ashton Thomas Securities, LLC | 0.03% | No change | 4,743 | $100K |
| WPG Advisers, LLC | 0.09% | — | 4,717 | $99K |
| Private Trust Co. NA | 0.01% | No change | 4,704 | $99K |
| Anfield Capital Management, LLC | 0.03% | No change | 4,011 | $85K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -1.7% | 3,999 | $84K |
| WealthShield Partners, LLC | 0.01% | Add +0.1% | 3,729 | $79K |
| Cape Investment Advisory, Inc. | 0.03% | Add +58.2% | 3,474 | $73K |
| MeadowBrook Investment Advisors LLC | 0.07% | Reduce -5.5% | 3,424 | $72K |
| Hollencrest Capital Management | 0.00% | Add +2.0% | 3,321 | $70K |
| IMG Wealth Management, Inc. | 0.06% | — | 3,317 | $70K |
| Synergy Investment Management, LLC | 0.03% | — | 3,271 | $69K |
| MGB Wealth Management, LLC | 0.02% | No change | 3,200 | $67K |
| Park Square Financial Group, LLC | 0.04% | — | 2,936 | $62K |
| West Paces Advisors Inc. | 0.01% | No change | 2,865 | $60K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.0% | 2,540 | $54K |
| Golden State Wealth Management, LLC | 0.01% | — | 2,484 | $52K |
| Front Row Advisors LLC | 0.02% | No change | 2,391 | $50K |
| Whittier Trust Co. | 0.00% | No change | 2,370 | $50K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 2,290 | $48K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,063 | $43K |
| IFP Advisors, Inc | 0.00% | Reduce -55.1% | 2,038 | $43K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 1,981 | $42K |
| REAP Financial Group, LLC | 0.01% | Add +0.2% | 1,836 | $39K |
| Continuum Advisory, LLC | 0.00% | Reduce -14.9% | 1,821 | $38K |
| Avior Wealth Management, LLC | 0.00% | Add +31.2% | 1,768 | $37K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.1% | 1,700 | $36K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,683 | $35K |
| Olistico Wealth, LLC | 0.02% | Reduce -4.8% | 1,681 | $35K |
| AlphaMark Advisors, LLC | 0.02% | No change | 1,665 | $35K |
| NFSG Corp | 0.01% | No change | 1,660 | $35K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.9% | 1,309 | $28K |
| McClarren Financial Advisors, Inc. | 0.07% | Add +5971.4% | 1,275 | $26K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 1,230 | $26K |
| Avos Capital Management, LLC | 0.02% | — | 1,228 | $24K |
| Castleview Partners, LLC | 0.01% | Reduce -55.6% | 1,120 | $24K |
| Caldwell Trust Co | 0.00% | No change | 1,055 | $22K |
| Ironwood Wealth Management, LLC. | 0.01% | Add +1.1% | 1,037 | $22K |
| Runnymede Capital Advisors, Inc. | 0.02% | — | 1,000 | $21K |
| 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% | Reduce -10.4% | 934 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -71.0% | 899 | $19K |
| Larson Financial Group LLC | 0.00% | Add +353.5% | 898 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -37.4% | 892 | $19K |
| Silver Oak Securities, Incorporated | 0.00% | Add +36.3% | 886 | $19K |
| Lee Danner & Bass Inc. | 0.00% | New | 825 | $17K |
| Chapman Financial Group, LLC | 0.01% | — | 800 | $17K |
| Salomon & Ludwin, LLC | 0.00% | No change | 740 | $16K |
| Topsail Wealth Management, LLC | 0.00% | — | 660 | $14K |
| Eastern Bank | 0.00% | No change | 650 | $14K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 585 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 563 | $12K |
| SouthState Bank Corp | 0.00% | Reduce -78.5% | 510 | $11K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 479 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 461 | $10K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.0% | 450 | $9K |
| Promus Capital, LLC | 0.01% | — | 428 | $9K |
| Creekmur Asset Management LLC | 0.00% | Add +1.9% | 366 | $8K |
| Arax Advisory Partners | 0.00% | No change | 365 | $8K |
| Beacon Capital Management, LLC | 0.00% | No change | 257 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 245 | $5K |
| Mechanics Financial Corp | 0.00% | Reduce -79.9% | 240 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 233 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -98.4% | 219 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 216 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Add +38.2% | 210 | $4K |
| Signaturefd, LLC | 0.00% | New | 200 | $4K |
| 2UniFi Bank | 0.00% | — | 179 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 175 | $4K |
| Mainstream Capital Management LLC | 0.00% | New | 173 | $4K |
| Whipplewood Advisors, LLC | 0.00% | — | 165 | $3K |
| 10Elms LLP | 0.00% | — | 155 | $3K |
| Raleigh Capital Management Inc. | 0.00% | No change | 147 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 145 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 122 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.8% | 118 | $2K |
| Synergy Asset Management, LLC | 0.00% | New | 105 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 102 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | — | 81 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 66 | $1K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 58 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 22 | $457 |
| NewSquare Capital LLC | 0.00% | Reduce -100.0% | 21 | $447 |
| Transce3nd, LLC | 0.00% | — | 21 | $442 |
| Lanark Financial, Inc. | 0.02% | — | 10 | $212 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 4 | $84 |
| Brooklyn Investment Group | 0.00% | New | 1 | $22 |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 1 | $21 |
| Kestra Investment Management, LLC | 0.00% | New | 1 | $12 |
"% of holder's portfolio" is BKLN's weight in each manager's 13F, not the share of Invesco Senior Loan ETF the manager owns.