Invesco Senior Loan ETFBKLNETF
13F holders, Q1 2025 (March 31)541holders +1
72new positions
61sold out
2famous investors
$20.70avg. 13F price*
At the end of Q1 2025, 541 institutions reported holding Invesco Senior Loan ETF (BKLN) in their 13F filings, up 1 from Q4 2024. 72 opened new positions and 61 sold out. The largest holders were Healthcare of Ontario Pension Plan Trust Fund ($470.9M), BlackRock, Inc. ($332.9M) and Invesco Ltd. ($230.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $277.3M |
| Exits | 61 | $361.2M |
All 13F filers, Q4 2024 → Q1 2025: 50,381,816 shares bought and 86,498,661 shares sold, net −36,116,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| Healthcare of Ontario Pension Plan Trust Fund | 1.05% | No change | 22,749,987 | $470.9M |
| BlackRock, Inc. | 0.01% | Reduce -26.3% | 16,082,269 | $332.9M |
| Invesco Ltd. | 0.04% | Reduce -7.4% | 11,139,496 | $230.6M |
| Morgan Stanley | 0.02% | Add +17.3% | 10,696,865 | $221.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 6.54% | Add +4.4% | 10,228,132 | $211.7M |
| Manufacturers Life Insurance Company, The | 0.20% | Add +14.6% | 10,149,176 | $210.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +82.7% | 8,813,459 | $182.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.8% | 8,324,170 | $172.3M |
| Ensign Peak Advisors, Inc | 0.31% | Add +14.0% | 7,763,130 | $160.7M |
| Investment Management Corp of Ontario | 3.05% | Reduce -14.5% | 7,220,652 | $149.5M |
| Ameriprise Financial Inc. | 0.03% | Add +24.0% | 5,745,022 | $118.9M |
| TD Asset Management Inc | 0.10% | Reduce -72.8% | 5,057,341 | $104.7M |
| Counterpoint Mutual Funds LLC | 14.64% | No change | 4,937,232 | $102.2M |
| American Century Companies Inc. | 0.06% | Reduce -4.3% | 4,929,086 | $102.0M |
| Corebridge Financial, Inc. | 0.56% | New | 4,740,791 | $98.1M |
| Bank of America Corp. | 0.01% | Reduce -35.1% | 4,738,806 | $98.1M |
| III Capital Management | 34.75% | Reduce -15.5% | 4,719,614 | $97.7M |
| Lord, Abbett & Co. LLC | 0.36% | Reduce -47.4% | 4,693,825 | $97.2M |
| Ocean Park Asset Management, LLC | 3.43% | Reduce -74.3% | 4,668,134 | $96.6M |
| LPL Financial LLC | 0.03% | Add +0.1% | 4,270,526 | $88.4M |
| Aristotle Pacific Capital, LLC | 28.43% | Add +36.6% | 4,172,560 | $86.4M |
| 1607 Capital Partners, LLC | 6.90% | Add +24.0% | 4,138,600 | $85.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -8.7% | 3,933,736 | $81.4M |
| Diversify Advisory Services, LLC | 5.07% | Add +6.1% | 3,911,889 | $81.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -24.8% | 3,724,884 | $77.1M |
| Jane Street Group, LLC | 0.13% | Add +131.2% | 3,495,895 | $72.4M |
| Sei Investments Co. | 0.09% | Add +18.6% | 3,474,761 | $71.9M |
| Neuberger Berman Group LLC | 0.06% | No change | 3,352,325 | $69.4M |
| Sumitomo Life Insurance Co. | 2.48% | Add +7.9% | 3,347,454 | $69.3M |
| Citigroup Inc. | 0.05% | Add +61.8% | 3,343,012 | $69.2M |
| UBS Group AG | 0.01% | Reduce -5.2% | 3,210,167 | $66.5M |
| Wells Fargo & Company | 0.02% | Add +27.2% | 3,170,249 | $65.6M |
| Mariner Investment Group LLC | 25.35% | Add +515.3% | 3,081,946 | $63.8M |
| 1832 Asset Management L.P. | 0.11% | Add +177.4% | 2,896,817 | $60.0M |
| Nuveen, LLC | 0.02% | — | 2,853,914 | $59.1M |
| Calamos Advisors LLC | 0.41% | Add +1.8% | 2,841,231 | $58.8M |
| Bain Capital Credit, LP | 14.06% | Reduce -8.3% | 2,777,434 | $57.5M |
| Shenkman Capital Management Inc. | 46.79% | Add +153.3% | 2,724,105 | $56.2M |
| Assetmark, Inc. | 0.15% | Add +25.2% | 2,687,294 | $55.6M |
| Massachusetts Financial Services Co. | 0.02% | Add +73.9% | 2,597,850 | $53.8M |
| Sun Life Financial Inc. | 3.33% | Add +18.6% | 2,545,000 | $52.7M |
| Hikari Tsushin, Inc. | 3.45% | No change | 2,483,848 | $51.4M |
| Prudential PLC | 0.26% | Add +3.9% | 2,475,288 | $51.2M |
| BNP Paribas | 2.09% | Reduce -30.3% | 2,432,252 | $50.3M |
| Barclays PLC | 0.02% | Reduce -56.6% | 2,168,350 | $44.9M |
| JPMorgan Chase & Co. | 0.00% | Add +202.8% | 2,148,054 | $44.5M |
| CNO Financial Group, Inc. | 36.82% | — | 2,127,000 | $44.0M |
| Rockefeller Capital Management L.P. | 0.09% | Add +250.3% | 1,782,233 | $36.9M |
| Schroder Investment Management Group | 0.04% | Add +303.6% | 1,757,225 | $36.4M |
| RFG Holdings, Inc. | 11.68% | Add +7.8% | 1,735,212 | $35.9M |
| New York Life Investment Management LLC | 0.35% | Add +13.5% | 1,673,869 | $34.6M |
| WINTON GROUP Ltd | 2.10% | New | 1,662,700 | $34.4M |
| CIBC Asset Management Inc | 0.11% | Add +31.1% | 1,551,597 | $32.1M |
| Kensington Asset Management, LLC | 3.27% | No change | 1,503,940 | $31.1M |
| Raymond James Financial Inc. | 0.01% | Add +6.1% | 1,482,334 | $30.7M |
| APG Asset Management US Inc. | 0.23% | New | 1,480,000 | $30.7M |
| DSC Meridian Capital LP | 28.66% | Reduce -35.1% | 1,399,517 | $29.0M |
| CI Investments Inc. | 0.12% | Add +1930.8% | 1,344,362 | $27.8M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -3.3% | 1,334,445 | $26.9M |
| Man Group plc | 0.08% | Reduce -48.0% | 1,222,416 | $25.3M |
| Factory Mutual Insurance Co. | 0.29% | No change | 1,200,000 | $24.8M |
| Boothbay Fund Management, LLC | 0.88% | Reduce -13.4% | 1,177,579 | $24.4M |
| Franklin Resources Inc. | 0.01% | Add +13.3% | 1,141,683 | $23.6M |
| Osaic Holdings, Inc. | 0.05% | Add +25.8% | 1,130,743 | $23.4M |
| Wellington Management Group LLP | 0.00% | Reduce -76.9% | 1,130,070 | $23.4M |
| Ironwood Wealth Management, Inc. | 11.85% | Add +2.6% | 1,112,815 | $22.7M |
| Federated Hermes, Inc. | 0.05% | Add +9.5% | 1,098,245 | $22.7M |
| Forge First Asset Management Inc. | 8.68% | Reduce -48.0% | 963,300 | $19.9M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 950,000 | $19.7M |
| Cetera Investment Advisers | 0.04% | Add +6.4% | 937,730 | $19.4M |
| Guggenheim Capital LLC | 0.18% | Add +6.1% | 927,331 | $19.2M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +32.5% | 922,002 | $19.1M |
| Renaissance Technologies | 0.03% | Reduce -78.1% | 907,068 | $18.8M |
| Cerity Partners LLC | 0.04% | Reduce -10.1% | 884,516 | $18.3M |
| Insight Wealth Strategies, LLC | 2.44% | Add +25.9% | 876,214 | $18.1M |
| Trajan Wealth LLC | 0.98% | Reduce -5.7% | 869,410 | $18.0M |
| Ninety One UK Ltd | 0.05% | No change | 846,749 | $17.5M |
| Macquarie Group Ltd. | 0.02% | No change | 844,157 | $17.5M |
| MML Investors Services, LLC | 0.06% | Reduce -16.0% | 833,038 | $17.2M |
| HRT Financial LP | 0.10% | Add +492.1% | 793,845 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 783,769 | $16.2M |
| Strategic Investment Advisors / MI | 1.71% | Add +5.8% | 780,916 | $16.2M |
| Inspire Advisors, LLC | 1.80% | Add +16.4% | 753,178 | $15.6M |
| Foundations Investment Advisors, LLC | 0.28% | Add +13.5% | 743,633 | $15.4M |
| FMR LLC | 0.00% | Add +90.9% | 741,902 | $15.4M |
| Catalyst Capital Advisors LLC | 0.30% | Add +66.9% | 711,031 | $14.7M |
| Mariner, LLC | 0.02% | Add +18.0% | 706,241 | $14.6M |
| FORM Wealth Advisors, LLC | 1.86% | — | 660,296 | $13.7M |
| Courage Capital Management LLC | 27.39% | No change | 648,000 | $13.4M |
| Brookstone Capital Management | 0.19% | Reduce -4.7% | 645,534 | $13.4M |
| Hantz Financial Services, Inc. | 0.23% | Add +3.2% | 644,912 | $13.3M |
| Granby Capital Management, LLC | 6.97% | Reduce -8.8% | 625,000 | $12.9M |
| Yeomans Consulting Group, Inc. | 4.99% | Add +2.8% | 623,333 | $12.9M |
| Atria Investments, Inc | 0.16% | Add +6.6% | 613,776 | $12.7M |
| Mechanics Bank Trust Department | 1.70% | Add +1.7% | 602,305 | $12.5M |
| Bank of Montreal | 0.01% | Reduce -1.5% | 582,670 | $12.1M |
| D.A. Davidson & Co. | 0.09% | Reduce -0.4% | 568,675 | $11.8M |
| Transform Wealth, LLC | 0.71% | Reduce -36.9% | 567,835 | $11.8M |
| Old Mission Capital LLC | 0.22% | New | 540,528 | $11.2M |
| Ashford Capital Management Inc. | 1.44% | New | 539,112 | $11.2M |
| Onyx Bridge Wealth Group LLC | 1.58% | Add +3959.8% | 532,852 | $11.0M |
| Flow Traders U.S. LLC | 0.46% | New | 526,729 | $10.9M |
| National Bank of Canada | 0.01% | Reduce -4.8% | 521,551 | $10.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -2.0% | 516,563 | $10.7M |
| Cresset Asset Management, LLC | 0.05% | Add +13.1% | 511,912 | $10.6M |
| Jones Road Capital Management, L.P. | 12.58% | Reduce -7.7% | 505,000 | $10.5M |
| Cim, LLC | 1.52% | Add +2.4% | 494,278 | $10.2M |
| Trustmark Bank Trust Department | 0.76% | Reduce -0.5% | 492,949 | $10.2M |
| Ssi Investment Management LLC | 3.95% | Reduce -5.7% | 471,840 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.1% | 464,721 | $9.6M |
| First Eagle Investment Management, LLC | 0.02% | Add +75.2% | 433,094 | $9.1M |
| Moloney Securities Asset Management, LLC | 1.16% | Reduce -8.0% | 411,107 | $8.5M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -42.3% | 408,000 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 406,472 | $8.4M |
| Victory Capital Management Inc. | 0.01% | New | 400,000 | $8.3M |
| Pathstone Holdings, LLC | 0.03% | Add +200.2% | 385,563 | $8.0M |
| Park Avenue Securities LLC | 0.10% | Add +4.5% | 385,795 | $8.0M |
| Truist Financial Corp. | 0.01% | Reduce -5.8% | 381,087 | $7.9M |
| Clearstead Advisors, LLC | 0.12% | New | 379,702 | $7.9M |
| Simplicity Wealth,LLC | 0.61% | New | 376,219 | $7.8M |
| Matthew Goff Investment Advisor, LLC | 1.37% | Add +4.2% | 359,205 | $7.4M |
| iA Global Asset Management Inc. | 0.13% | No change | 353,100 | $7.3M |
| Stephens Inc. | 0.11% | Add +0.7% | 352,423 | $7.3M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -44.1% | 350,141 | $7.2M |
| First Manhattan Co. Llc. | 0.02% | No change | 350,000 | $7.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -15.5% | 343,304 | $7.2M |
| Little Harbor Advisors, LLC | 4.41% | No change | 345,705 | $7.2M |
| Merit Financial Group, LLC | 0.10% | Reduce -8.0% | 329,923 | $6.8M |
| Angeles Wealth Management, LLC | 0.54% | Add +1.5% | 316,317 | $6.5M |
| MetLife Investment Management, LLC | 0.03% | New | 300,000 | $6.2M |
| CW Advisors, LLC | 0.07% | Reduce -0.9% | 296,950 | $6.1M |
| Two Sigma Securities, LLC | 0.94% | New | 295,495 | $6.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.1% | 293,971 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.6% | 285,442 | $5.9M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -31.9% | 285,163 | $5.9M |
| Tidal Investments LLC | 0.05% | Reduce -18.3% | 284,644 | $5.9M |
| Deutsche Bank AG | 0.00% | Reduce -31.0% | 283,714 | $5.9M |
| Private Advisory Group LLC | 0.66% | Add +2842.9% | 279,868 | $5.8M |
| SAM Advisors, LLC | 2.11% | Reduce -3.7% | 272,368 | $5.6M |
| Bramshill Investments, LLC | 0.57% | New | 270,000 | $5.6M |
| Bangor Savings Bank | 0.51% | Add +4115.8% | 262,093 | $5.4M |
| Diversify Wealth Management, LLC | 0.40% | Add +43.8% | 261,073 | $5.4M |
| Advisory Alpha, LLC | 0.18% | Reduce -92.2% | 258,978 | $5.3M |
| Alaska Permanent Fund Corp | 0.07% | No change | 250,000 | $5.2M |
| Comerica Bank | 0.02% | Add +0.2% | 226,762 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.2% | 222,417 | $4.6M |
| J Hagan Capital, Inc. | 3.66% | — | 213,659 | $4.5M |
| Amundi | 0.00% | Reduce -61.0% | 214,300 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.8% | 211,761 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 211,491 | $4.4M |
| McAdam, LLC | 0.27% | Reduce -10.0% | 209,357 | $4.3M |
| Central Pacific Bank - Trust Division | 0.63% | Reduce -0.8% | 209,275 | $4.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.66% | Reduce -6.2% | 207,735 | $4.3M |
| Spire Wealth Management | 0.13% | Add +19.7% | 196,487 | $4.1M |
| CENTRAL TRUST Co | 0.10% | Add +7.0% | 195,228 | $4.0M |
| Ausdal Financial Partners, Inc. | 0.30% | Add +2.2% | 192,709 | $4.0M |
| Financial Advisory Partners, LLC | 1.29% | Add +0.7% | 185,780 | $3.8M |
| Piedmont Capital Management, LLC | 2.76% | Add +10.6% | 190,694 | $3.8M |
| Galilei Investment Office LLP | 2.08% | Reduce -34.9% | 186,364 | $3.8M |
| Townsquare Capital LLC | 0.04% | New | 184,384 | $3.8M |
| GoalVest Advisory LLC | 1.02% | Add +344.4% | 180,024 | $3.7M |
| Edgestream Partners, L.P. | 0.12% | Reduce -47.5% | 172,541 | $3.6M |
| AlphaCore Capital LLC | 0.30% | New | 169,953 | $3.5M |
| Guardian Asset Advisors, LLC | 2.27% | Add +2.8% | 168,337 | $3.5M |
| Riggs Asset Managment Co. Inc. | 0.98% | Reduce -1.7% | 166,348 | $3.4M |
| Bay Capital Advisors, LLC | 2.86% | Add +12.0% | 166,060 | $3.4M |
| Old Port Advisors | 1.02% | Add +8.8% | 165,836 | $3.4M |
| Pinion Investment Advisors, LLC | 0.73% | Add +506.2% | 159,404 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +38.8% | 155,296 | $3.2M |
| Adell Harriman & Carpenter Inc. | 0.24% | Reduce -9.3% | 154,148 | $3.2M |
| First Citizens Bank & Trust Co. | 0.08% | Add +2.4% | 154,107 | $3.2M |
| Guidance Capital, Inc. | 0.97% | Add +35.3% | 153,075 | $3.2M |
| Blue Fin Capital, Inc. | 0.62% | Add +1.7% | 153,636 | $3.2M |
| TigerOak Management, L.L.C. | 1.22% | Add +10.3% | 152,251 | $3.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.84% | Reduce -1.1% | 151,896 | $3.1M |
| WT Wealth Management | 1.01% | Add +112.2% | 150,633 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +19.7% | 149,768 | $3.1M |
| HCR Wealth Advisors | 0.40% | Reduce -1.2% | 148,551 | $3.1M |
| Appleton Partners Inc. | 0.23% | Add +4.4% | 145,741 | $3.0M |
| J.Safra Asset Management Corp | 0.24% | Add +5.0% | 142,739 | $3.0M |
| Matrix Private Capital Group LLC | 1.76% | Add +3.3% | 141,918 | $2.9M |
| Ti-Trust, Inc. | 1.85% | No change | 135,000 | $2.8M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -31.9% | 133,181 | $2.8M |
| Mount Lucas Management LP | 1.27% | Reduce -0.6% | 130,703 | $2.7M |
| Wedbush Securities Inc. | 0.10% | Add +6.1% | 128,921 | $2.7M |
| Donoghue Forlines LLC | 0.85% | New | 128,827 | $2.7M |
| Millennium Management | 0.00% | Add +13.1% | 128,751 | $2.7M |
| Novem Group | 0.37% | Reduce -1.3% | 125,700 | $2.6M |
| Brendel Financial Advisors LLC | 1.58% | Reduce -2.8% | 125,293 | $2.6M |
| Fiera Capital Corp | 0.01% | No change | 125,000 | $2.6M |
| AE Wealth Management LLC | 0.02% | Add +0.1% | 124,605 | $2.6M |
| Brown Wealth Management, LLC | 0.87% | New | 121,793 | $2.5M |
| Synovus Financial Corp. | 0.03% | Add +5.2% | 120,880 | $2.5M |
| Great Diamond Partners, LLC | 0.67% | Add +2.0% | 118,885 | $2.5M |
| AdvisorNet Financial, Inc | 0.18% | Add +13103.4% | 117,774 | $2.4M |
| Tradewinds Capital Management, LLC | 0.65% | Add +11.2% | 116,772 | $2.4M |
| Black Swift Group, LLC | 0.54% | Add +4.8% | 116,175 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +60.0% | 116,127 | $2.4M |
| Destination Wealth Management | 0.08% | Add +0.1% | 115,647 | $2.4M |
| Perennial Advisors, LLC | 0.47% | Reduce -7.4% | 114,034 | $2.4M |
| Castlekeep Investment Advisors LLC | 1.20% | New | 112,404 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.4% | 111,623 | $2.3M |
| Garner Asset Management Corp | 1.01% | Add +22.9% | 110,504 | $2.3M |
| Toronto Dominion Bank | 0.01% | Reduce -85.2% | 110,202 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +11.5% | 110,090 | $2.3M |
| Charles Schwab Trust Co | 0.19% | Add +7.5% | 107,267 | $2.2M |
| Total Clarity Wealth Management, Inc. | 0.71% | No change | 102,775 | $2.2M |
| Crabel Capital Management, LLC | 2.33% | Add +5.6% | 104,264 | $2.2M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -36.7% | 103,477 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Add +10.6% | 102,966 | $2.1M |
| Welch & Forbes LLC | 0.03% | Reduce -4.6% | 102,869 | $2.1M |
| Florin Court Capital LLP | 2.10% | Reduce -60.6% | 98,000 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -32.9% | 97,326 | $2.0M |
| Triumph Capital Management | 0.67% | Add +7.0% | 97,029 | $2.0M |
| Exchange Traded Concepts, LLC | 0.04% | Add +41.7% | 95,560 | $2.0M |
| Kingsview Wealth Management, LLC | 0.04% | Add +39.5% | 92,185 | $1.9M |
| Sage Financial Group Inc. | 0.15% | Reduce -49.0% | 91,647 | $1.9M |
| Northern Trust Corp. | 0.00% | New | 89,208 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +86.1% | 88,475 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +86.1% | 88,475 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Add +28.4% | 85,186 | $1.8M |
| Composition Wealth, LLC | 0.03% | Reduce -15.3% | 83,687 | $1.7M |
| IFG Advisors, LLC | 0.33% | New | 83,342 | $1.7M |
| Dark Forest Capital Management LP | 0.08% | Reduce -60.5% | 83,052 | $1.7M |
| Verity Asset Management, Inc. | 0.67% | Reduce -11.2% | 79,157 | $1.6M |
| Clear Creek Financial Management, LLC | 0.17% | Add +47.1% | 77,849 | $1.6M |
| Gentry Private Wealth, LLC | 1.32% | New | 77,609 | $1.6M |
| TT Capital Management LLC | 1.35% | Reduce -9.0% | 77,358 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -4.3% | 75,537 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 74,985 | $1.6M |
| FC Advisory LLC | 0.52% | Add +1.6% | 74,454 | $1.5M |
| Asset Allocation Strategies LLC | 0.38% | Add +11.4% | 74,378 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Add +2.2% | 73,023 | $1.5M |
| Strategic Financial Concepts, LLC | 0.28% | Reduce -3.1% | 72,442 | $1.5M |
| Quattro Financial Advisors LLC | 0.50% | Add +17.4% | 71,069 | $1.5M |
| AEGON USA Investment Management, LLC | 1.58% | No change | 71,000 | $1.5M |
| Peddock Capital Advisors, LLC | 0.37% | Add +8.2% | 70,768 | $1.5M |
| Stelac Advisory Services LLC | 0.59% | Add +10.4% | 68,507 | $1.4M |
| Mma Asset Management LLC | 0.59% | Add +7.7% | 67,926 | $1.4M |
| Adams Wealth Management | 0.27% | Add +21.8% | 67,452 | $1.4M |
| CacheTech Inc. | 0.27% | Add +21.8% | 67,452 | $1.4M |
| Heritage Oak Wealth Advisors LLC | 0.61% | New | 66,709 | $1.4M |
| Prospera Financial Services Inc | 0.03% | Reduce -5.5% | 66,517 | $1.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -16.0% | 65,993 | $1.4M |
| Cwm, LLC | 0.01% | Add +7.4% | 65,982 | $1.4M |
| Aletheian Wealth Advisors LLC | 0.76% | Add +1.9% | 65,041 | $1.3M |
| Fiduciary Financial Group, LLC | 0.29% | New | 64,845 | $1.3M |
| Napa Wealth Management | 0.73% | Add +3.3% | 62,721 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +38.5% | 60,136 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 59,098 | $1.2M |
| Left Brain Wealth Management, LLC | 0.53% | Add +20.4% | 59,067 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +9.6% | 59,019 | $1.2M |
| Wagner Wealth Management, LLC | 0.30% | Add +2.4% | 58,454 | $1.2M |
| Independent Wealth Network Inc. | 0.48% | Add +0.1% | 58,360 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -54.2% | 57,337 | $1.2M |
| Balefire, LLC | 0.40% | New | 56,963 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 55,467 | $1.1M |
| Readystate Asset Management LP | 0.10% | New | 54,872 | $1.1M |
| Waterloo Capital, L.P. | 0.11% | Add +56.3% | 54,652 | $1.1M |
| Sigma Planning Corp | 0.04% | Add +27.6% | 54,387 | $1.1M |
| Motiv8 Investments LLC | 0.74% | Reduce -6.2% | 54,230 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.6% | 52,916 | $1.1M |
| Almanack Investment Partners, LLC. | 0.21% | Reduce -23.0% | 51,934 | $1.1M |
| Cumberland Partners Ltd | 0.08% | No change | 50,000 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.7% | 49,996 | $1.0M |
| HSBC Holdings PLC | 0.00% | Reduce -2.4% | 48,550 | $1.0M |
| Virtus Investment Advisers, LLC | 0.27% | Reduce -15.3% | 47,975 | $993K |
| DMC Group, LLC | 0.81% | Reduce -38.0% | 47,893 | $991K |
| Qube Research & Technologies Ltd | 0.00% | Add +42.8% | 47,782 | $989K |
| Prudent Man Advisors, LLC | 0.36% | No change | 47,700 | $987K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -3.3% | 47,260 | $978K |
| First Trust Advisors LP | 0.00% | Add +3.9% | 47,100 | $975K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +1.1% | 46,135 | $955K |
| Focus Partners Wealth | 0.00% | Add +261.4% | 45,753 | $947K |
| Flagstar Securities, Inc. | 0.24% | Add +8.5% | 45,591 | $944K |
| Integrity Alliance, Llc. | 0.04% | New | 45,215 | $936K |
| Brookwood Investment Group LLC | 0.15% | — | 41,833 | $866K |
| Hillsdale Investment Management Inc. | 0.04% | Add +11.6% | 41,450 | $858K |
| SageView Advisory Group, LLC | 0.04% | Add +11.2% | 41,305 | $855K |
| Advisory Services Network, LLC | 0.02% | Reduce -8.6% | 41,216 | $853K |
| Intrust Bank NA | 0.08% | No change | 40,404 | $836K |
| Integrated Advisors Network LLC | 0.04% | Reduce -2.6% | 40,001 | $828K |
| Hilltop Holdings Inc. | 0.05% | Add +15.2% | 39,598 | $820K |
| Commerce Bank | 0.01% | No change | 39,550 | $819K |
| Engineers Gate Manager LP | 0.01% | Reduce -36.4% | 39,353 | $815K |
| Summit Financial, LLC | 0.02% | New | 39,318 | $814K |
| Mgo One Seven LLC | 0.03% | Add +39.2% | 38,554 | $798K |
| IAM Advisory, LLC | 0.20% | New | 38,027 | $787K |
| Arete Wealth Advisors, LLC | 0.06% | Add +33.2% | 37,918 | $785K |
| Operose Advisors LLC | 0.26% | Reduce -0.1% | 37,771 | $782K |
| Family Investment Center, Inc. | 0.19% | Reduce -95.4% | 37,523 | $777K |
| Nikulski Financial, Inc. | 0.23% | Reduce -2.3% | 37,010 | $766K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.6% | 36,584 | $757K |
| Advisors Asset Management, Inc. | 0.01% | Add +10.8% | 36,327 | $752K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +262.9% | 36,288 | $751K |
| Farther Finance Advisors, LLC | 0.02% | Add +389.9% | 36,064 | $748K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +56.3% | 35,675 | $738K |
| Ascentis Independent Advisors | 0.14% | Reduce -51.2% | 35,348 | $732K |
| Continental Investors Services, Inc. | 1.44% | Add +0.4% | 35,081 | $726K |
| World Investment Advisors | 0.02% | Add +27.9% | 34,522 | $715K |
| Worth Asset Management, LLC | 0.38% | Reduce -11.9% | 33,706 | $698K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +6.3% | 32,585 | $675K |
| Gill Capital Partners, LLC | 0.23% | No change | 32,399 | $671K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | Reduce -11.0% | 32,375 | $670K |
| Optima Capital LLC | 0.42% | Reduce -9.8% | 32,136 | $665K |
| Fort Sheridan Advisors LLC | 0.10% | Add +0.8% | 31,741 | $657K |
| Geneos Wealth Management Inc. | 0.02% | Add +121.2% | 29,863 | $618K |
| First United Bank & Trust | 0.23% | Add +33.1% | 29,635 | $613K |
| Croban | 0.56% | Reduce -11.5% | 29,526 | $611K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.3% | 29,250 | $605K |
| Capstone Investment Advisors, LLC | 0.01% | No change | 29,030 | $601K |
| Ameritas Advisory Services, LLC | 0.02% | Add +6.6% | 28,911 | $600K |
| XTX Topco Ltd | 0.03% | Add +38.9% | 28,799 | $596K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -8.3% | 28,738 | $595K |
| US Bancorp \de | 0.00% | Reduce -12.4% | 28,679 | $594K |
| Summit Investment Advisors, Inc. | 0.53% | Add +23.7% | 28,511 | $593K |
| Jones Financial Companies LLLP | 0.00% | Add +157.8% | 28,539 | $591K |
| Strategic Blueprint, LLC | 0.03% | Add +14.8% | 28,324 | $586K |
| Elequin Capital, LP | 0.15% | New | 27,269 | $564K |
| Cobblestone Asset Management LLC | 0.33% | Add +104.0% | 27,225 | $564K |
| Pasadena Private Wealth, LLC | 0.11% | New | 27,150 | $562K |
| Vontobel Holding Ltd. | 0.00% | New | 27,000 | $559K |
| Mittelman Wealth Management | 0.50% | New | 26,891 | $557K |
| First Citizens Asset Management, Inc. | 0.21% | Reduce -2.0% | 26,511 | $549K |
| Castle Rock Wealth Management, LLC | 0.14% | Add +3.8% | 25,867 | $536K |
| CoreCap Advisors, LLC | 0.02% | Add +5.3% | 25,753 | $533K |
| Investment Partners, LTD. | 0.21% | New | 24,806 | $513K |
| Horizon Wealth Management, LLC | 0.09% | Reduce -46.9% | 24,666 | $511K |
| Concord Wealth Partners | 0.08% | Reduce -39.3% | 24,502 | $507K |
| MAI Capital Management | 0.00% | Reduce -3.8% | 24,439 | $506K |
| First City Capital Management, Inc. | 0.30% | Reduce -4.8% | 23,900 | $495K |
| Advyzon Investment Management, LLC | 0.17% | Add +14.4% | 23,847 | $494K |
| Sowell Financial Services LLC | 0.02% | Add +2.8% | 23,788 | $492K |
| Kennicott Capital Management LLC | 0.32% | No change | 23,653 | $490K |
| Elm3 Financial Group, LLC | 0.43% | Add +38.4% | 23,439 | $485K |
| TrueMark Investments, LLC | 0.13% | Reduce -72.6% | 23,406 | $485K |
| Oder Investment Management, LLC | 0.41% | Add +4.3% | 23,266 | $484K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -7.9% | 23,239 | $481K |
| Cadent Capital Advisors, LLC | 0.18% | New | 23,078 | $478K |
| Invst, LLC | 0.07% | Reduce -3.2% | 23,031 | $477K |
| K2 Financial Inc. | 0.46% | Add +3.8% | 23,109 | $473K |
| Everpar Advisors LLC | 0.25% | Reduce -1.8% | 22,787 | $472K |
| Verus Capital Partners, LLC | 0.05% | Add +12.4% | 22,164 | $459K |
| Sanctuary Advisors, LLC | 0.00% | Add +49.6% | 21,900 | $453K |
| Wambolt & Associates, LLC | 0.15% | Reduce -11.2% | 21,362 | $443K |
| Hancock Whitney Corp. | 0.01% | Reduce -68.1% | 21,096 | $437K |
| Wealthcare Capital Partners, LLC | 0.22% | Add +13.2% | 21,094 | $437K |
| Everstar Asset Management, LLC | 0.28% | No change | 20,600 | $426K |
| Blair William & Co. | 0.00% | Add +7.7% | 20,535 | $425K |
| J. W. Coons Advisors, LLC | 0.11% | No change | 20,060 | $415K |
| Ninety One North America, Inc. | 0.03% | No change | 20,000 | $414K |
| Creative Planning | 0.00% | Add +4.1% | 19,839 | $411K |
| SimpliFi, Inc. | 0.19% | Add +0.7% | 19,607 | $406K |
| Hexagon Capital Partners LLC | 0.08% | Add +0.2% | 19,250 | $398K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.2% | 19,180 | $397K |
| Certuity, LLC | 0.04% | Add +10.0% | 19,064 | $395K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +42.7% | 18,382 | $381K |
| Dimension Capital Management LLC | 0.07% | No change | 17,840 | $369K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 17,500 | $362K |
| New Wave Wealth Advisors LLC | 0.16% | New | 17,409 | $360K |
| Choate Investment Advisors | 0.01% | New | 16,810 | $348K |
| Insight Inv LLC | 0.23% | No change | 16,486 | $341K |
| Consolidated Portfolio Review Corp | 0.05% | Add +3.9% | 16,462 | $341K |
| Squarepoint Ops LLC | 0.00% | Reduce -21.4% | 16,294 | $337K |
| Rothschild Investment LLC | 0.02% | No change | 16,290 | $337K |
| Burns J W & Co. Inc. | 0.04% | No change | 16,225 | $336K |
| LJI Wealth Management, LLC | 0.07% | Reduce -2.3% | 16,204 | $335K |
| PFG Investments, LLC | 0.02% | Reduce -6.3% | 16,193 | $335K |
| Focus Financial Network, Inc. | 0.01% | Add +5.2% | 15,893 | $329K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.7% | 15,886 | $329K |
| Tyche Wealth Partners LLC | 0.07% | No change | 15,799 | $327K |
| Argyle Capital Partners, LLC | 0.28% | Add +0.2% | 15,728 | $326K |
| Stableford Capital II LLC | 0.14% | Reduce -93.6% | 15,680 | $323K |
| Lindbrook Capital, LLC | 0.03% | Add +59.7% | 15,259 | $316K |
| &partners | 0.00% | Reduce -2.8% | 15,021 | $310K |
| Susquehanna International Group, LLP | 0.00% | New | 14,911 | $309K |
| American Institute for Advanced Investment Management, LLP | 0.24% | New | 14,899 | $308K |
| BTS Asset Management, Inc. | 0.35% | New | 14,897 | $308K |
| Nvwm, LLC | 0.08% | New | 14,889 | $308K |
| Naples Global Advisors, LLC | 0.03% | Add +1.0% | 14,635 | $303K |
| UMB Bank, n.a. | 0.01% | Reduce -4.4% | 14,588 | $302K |
| Headlands Technologies LLC | 0.03% | New | 14,581 | $302K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.6% | 14,527 | $301K |
| 4Thought Financial Group Inc. | 0.18% | Add +1.3% | 14,388 | $298K |
| Capital Analysts, LLC | 0.01% | Add +2.9% | 14,325 | $297K |
| M1 Capital Management LLC | 0.19% | No change | 14,300 | $296K |
| Sequent Planning LLC | 0.11% | Reduce -23.1% | 14,230 | $295K |
| Triad Wealth Partners, LLC | 0.09% | New | 14,114 | $292K |
| Western Asset Management Company, LLC | 4.87% | Reduce -93.0% | 14,000 | $290K |
| AA Financial Advisors, LLC | 0.07% | Add +6.0% | 13,597 | $281K |
| Arkadios Wealth Advisors | 0.01% | New | 13,554 | $281K |
| Chris Bulman Inc | 0.18% | Add +2.7% | 13,550 | $280K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.8% | 13,548 | $280K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -6.5% | 13,346 | $276K |
| Elios Financial Group Inc. | 0.14% | Reduce -4.3% | 13,286 | $275K |
| Joseph P. Lucia & Associates, LLC | 0.12% | New | 13,048 | $270K |
| NBT Bank, N.A. | 0.02% | No change | 12,765 | $264K |
| Mainstay Capital Management LLC | 0.04% | No change | 12,713 | $263K |
| Wolverine Trading, LLC | 0.01% | New | 12,658 | $262K |
| Insigneo Advisory Services, LLC | 0.03% | New | 12,500 | $259K |
| First American Trust, FSB | 0.02% | Reduce -14.5% | 12,386 | $256K |
| Howard Wealth Management, LLC | 0.14% | Reduce -46.8% | 12,271 | $254K |
| Opal Wealth Advisors, LLC | 0.08% | No change | 12,100 | $250K |
| Boyd Watterson Asset Management LLC | 0.08% | No change | 12,073 | $250K |
| Csenge Advisory Group | 0.01% | Reduce -44.6% | 12,076 | $249K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -16.9% | 12,001 | $248K |
| M Holdings Securities, Inc. | 0.04% | Reduce -18.5% | 11,725 | $243K |
| 1620 Investment Advisors, Inc. | 0.19% | Reduce -1.0% | 11,662 | $241K |
| Eagle Strategies LLC | 0.04% | Reduce -3.1% | 11,649 | $241K |
| Parker Financial LLC | 0.12% | Reduce -16.4% | 11,624 | $241K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -12.6% | 11,566 | $239K |
| Fiduciary Group, LLC | 0.02% | New | 11,440 | $237K |
| Marks Group Wealth Management, Inc | 0.02% | New | 11,333 | $235K |
| Ethos Financial Group, LLC | 0.02% | New | 11,251 | $233K |
| PAX Financial Group, LLC | 0.04% | New | 11,246 | $233K |
| Principal Securities, Inc. | 0.01% | No change | 11,047 | $233K |
| Wbi Investments, LLC | 0.06% | Reduce -74.1% | 11,123 | $230K |
| Evergreen Capital Management LLC | 0.01% | Add +1.2% | 10,780 | $223K |
| Graham Capital Management, L.P. | 0.01% | New | 10,700 | $221K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.6% | 10,590 | $219K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.0% | 10,563 | $219K |
| Harbour Investments, Inc. | 0.01% | Add +10.6% | 10,388 | $215K |
| Virtue Capital Management, LLC | 0.02% | Reduce -93.7% | 10,287 | $213K |
| Cordatus Wealth Management LLC | 0.06% | No change | 10,203 | $211K |
| Western Wealth Management, LLC | 0.01% | No change | 10,150 | $210K |
| Advisor Resource Council | 0.02% | New | 10,130 | $210K |
| Planwiser Financial, LLC | 0.19% | — | 10,006 | $208K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.6% | 10,042 | $208K |
| Hobbs Group Advisors, LLC | 0.08% | No change | 10,000 | $207K |
| Cadence Bank | 0.01% | Reduce -16.7% | 9,996 | $207K |
| Lanark Financial, Inc. | 0.02% | — | 9,991 | $206K |
| Smith, Moore & Co. | 0.02% | New | 9,855 | $204K |
| Davidson Trust Co. | 0.10% | No change | 9,836 | $204K |
| Forefront Analytics, LLC | 0.23% | Reduce -96.8% | 9,786 | $203K |
| Cutter & CO Brokerage, Inc. | 0.05% | New | 9,800 | $203K |
| West Coast Financial LLC | 0.02% | No change | 9,753 | $202K |
| Vantage Financial Partners, LLC | 0.05% | New | 9,704 | $201K |
| Friedenthal Financial | 0.11% | Reduce -9.0% | 9,070 | $188K |
| FSC Wealth Advisors, LLC | 0.11% | Add +24.4% | 8,160 | $169K |
| Solstein Capital, LLC | 0.09% | No change | 7,777 | $161K |
| Optimum Investment Advisors | 0.07% | No change | 7,500 | $155K |
| Paladin Advisory Group, LLC | 0.12% | Reduce -7.6% | 7,365 | $152K |
| Private Trust Co. NA | 0.02% | Add +53.1% | 7,204 | $149K |
| Creative Capital Management Investments LLC | 0.05% | No change | 6,800 | $141K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -46.9% | 6,760 | $140K |
| SBI Securities Co., Ltd. | 0.00% | Add +26.4% | 6,070 | $126K |
| Cliffwater LLC | 0.03% | No change | 5,902 | $122K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 5,870 | $122K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.5% | 5,853 | $121K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -38.0% | 5,709 | $118K |
| Allworth Financial LP | 0.00% | Reduce -26.0% | 5,616 | $116K |
| Anfield Capital Management, LLC | 0.04% | Add +39.9% | 5,610 | $116K |
| Parkside Financial Bank & Trust | 0.01% | No change | 4,766 | $99K |
| Ashton Thomas Securities, LLC | 0.03% | No change | 4,743 | $98K |
| WPG Advisers, LLC | 0.08% | Reduce -8.5% | 4,314 | $89K |
| Blue Trust, Inc. | 0.00% | Reduce -34.8% | 3,624 | $75K |
| WealthShield Partners, LLC | 0.01% | Reduce -4.8% | 3,550 | $73K |
| Cape Investment Advisory, Inc. | 0.03% | Add +0.2% | 3,480 | $72K |
| IMG Wealth Management, Inc. | 0.06% | Add +4.8% | 3,475 | $72K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 3,424 | $71K |
| Hollencrest Capital Management | 0.00% | Add +1.7% | 3,376 | $70K |
| IFP Advisors, Inc | 0.00% | Add +63.9% | 3,340 | $69K |
| Synergy Investment Management, LLC | 0.03% | No change | 3,271 | $68K |
| MGB Wealth Management, LLC | 0.02% | No change | 3,200 | $66K |
| Horizon Financial Services, LLC | 0.04% | Reduce -99.2% | 3,181 | $66K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +248.4% | 3,132 | $65K |
| West Paces Advisors Inc. | 0.01% | Add +5.7% | 3,029 | $63K |
| NorthRock Partners, LLC | 0.00% | New | 2,942 | $61K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,540 | $53K |
| Golden State Wealth Management, LLC | 0.01% | No change | 2,484 | $51K |
| Front Row Advisors LLC | 0.02% | No change | 2,391 | $49K |
| Whittier Trust Co. | 0.00% | No change | 2,370 | $49K |
| Simplex Trading, LLC | 0.00% | Reduce -80.9% | 2,396 | $49K |
| Park Square Financial Group, LLC | 0.04% | Reduce -21.7% | 2,300 | $48K |
| LFA - Lugano Financial Advisors SA | 0.03% | Reduce -62.7% | 2,260 | $47K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 2,206 | $46K |
| Olistico Wealth, LLC | 0.03% | Add +24.3% | 2,089 | $43K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,063 | $43K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 1,981 | $41K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.1% | 1,701 | $35K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,683 | $35K |
| NFSG Corp | 0.01% | No change | 1,660 | $34K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.7% | 1,331 | $28K |
| McClarren Financial Advisors, Inc. | 0.02% | Reduce -98.4% | 20 | $26K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 1,230 | $25K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +10.8% | 1,108 | $23K |
| Caldwell Trust Co | 0.00% | No change | 1,055 | $22K |
| Ironwood Wealth Management, LLC. | 0.01% | No change | 1,037 | $21K |
| Runnymede Capital Advisors, Inc. | 0.02% | No change | 1,000 | $21K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $21K |
| Larson Financial Group LLC | 0.00% | Add +11.4% | 1,000 | $21K |
| Group One Trading LLC | 0.00% | Reduce -88.5% | 902 | $19K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 886 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 740 | $15K |
| Arax Advisory Partners | 0.00% | Add +85.2% | 676 | $14K |
| Topsail Wealth Management, LLC | 0.00% | No change | 660 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Add +210.5% | 652 | $13K |
| Eastern Bank | 0.00% | No change | 650 | $13K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 585 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +1.6% | 572 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Add +23.3% | 555 | $11K |
| Kestra Investment Management, LLC | 0.00% | Add +55100.0% | 552 | $11K |
| Ameriflex Group, Inc. | 0.00% | New | 546 | $11K |
| GW&K Investment Management, LLC | 0.00% | New | 489 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 462 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 461 | $10K |
| 10Elms LLP | 0.01% | Add +193.6% | 455 | $9K |
| Fifth Third Bancorp | 0.00% | New | 445 | $9K |
| City Holding Co. | 0.00% | New | 432 | $9K |
| Promus Capital, LLC | 0.01% | No change | 428 | $9K |
| Center for Financial Planning, Inc. | 0.00% | New | 377 | $8K |
| SVB Wealth LLC | 0.00% | New | 327 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 253 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 245 | $5K |
| Mechanics Financial Corp | 0.00% | No change | 240 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 233 | $5K |
| Beacon Capital Management, LLC | 0.00% | Reduce -14.8% | 219 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 216 | $4K |
| Signaturefd, LLC | 0.00% | No change | 200 | $4K |
| Valued Wealth Advisors LLC | 0.00% | New | 184 | $4K |
| 2UniFi Bank | 0.00% | No change | 179 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 175 | $4K |
| Whipplewood Advisors, LLC | 0.00% | Add +403.6% | 831 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 160 | $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% | 119 | $2K |
| Transce3nd, LLC | 0.00% | Add +428.6% | 111 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -71.9% | 103 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 81 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -64.8% | 77 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 69 | $1K |
| Costello Asset Management, INC | 0.00% | New | 24 | $505 |
| Fortitude Family Office, LLC | 0.00% | New | 24 | $497 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 22 | $453 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 17 | $352 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 14 | $277 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 4 | $83 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $22 |
| Brooklyn Investment Group | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is BKLN's weight in each manager's 13F, not the share of Invesco Senior Loan ETF the manager owns.