Invesco Senior Loan ETFBKLNETF
13F holders, Q2 2025 (June 30)520holders −21
56new positions
79sold out
2famous investors
$20.95avg. 13F price*
At the end of Q2 2025, 520 institutions reported holding Invesco Senior Loan ETF (BKLN) in their 13F filings, down 21 from Q1 2025. 56 opened new positions and 79 sold out. The largest holders were Healthcare of Ontario Pension Plan Trust Fund ($478.4M), BlackRock, Inc. ($338.6M) and Morgan Stanley ($258.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $192.0M |
| Exits | 79 | $820.8M |
All 13F filers, Q1 2025 → Q2 2025: 42,590,462 shares bought and 92,373,034 shares sold, net −49,782,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 520 holders
| Healthcare of Ontario Pension Plan Trust Fund | 0.97% | Add +0.5% | 22,866,987 | $478.4M |
| BlackRock, Inc. | 0.01% | Add +0.6% | 16,183,494 | $338.6M |
| Morgan Stanley | 0.02% | Add +15.5% | 12,351,599 | $258.4M |
| Investment Management Corp of Ontario | 2.97% | Add +34.7% | 9,726,878 | $203.5M |
| Manufacturers Life Insurance Company, The | 0.18% | Reduce -8.5% | 9,288,158 | $194.3M |
| Invesco Ltd. | 0.03% | Reduce -21.8% | 8,710,101 | $182.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.1% | 8,666,825 | $181.3M |
| UBS Group AG | 0.04% | Add +161.6% | 8,397,079 | $175.7M |
| Barclays PLC | 0.07% | Add +269.2% | 8,005,500 | $167.5M |
| Bank of America Corp. | 0.01% | Add +32.2% | 6,265,015 | $131.1M |
| Ensign Peak Advisors, Inc | 0.19% | Reduce -30.9% | 5,366,416 | $112.3M |
| Ocean Park Asset Management, LLC | 3.43% | No change | 4,668,134 | $96.6M |
| TD Asset Management Inc | 0.08% | Reduce -8.9% | 4,608,001 | $96.4M |
| 1607 Capital Partners, LLC | 7.17% | Add +2.2% | 4,228,700 | $88.5M |
| LPL Financial LLC | 0.03% | Reduce -2.3% | 4,172,460 | $87.3M |
| Shenkman Capital Management Inc. | 60.94% | Add +37.2% | 3,737,000 | $87.1M |
| Lord, Abbett & Co. LLC | 0.29% | Reduce -12.7% | 4,096,049 | $85.7M |
| Diversify Advisory Services, LLC | 3.28% | Add +4.3% | 4,080,657 | $85.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.0% | 4,089,439 | $85.4M |
| JPMorgan Chase & Co. | 0.01% | Add +83.6% | 3,943,994 | $82.5M |
| Bain Capital Credit, LP | 27.04% | Add +28.2% | 3,561,802 | $74.5M |
| Neuberger Berman Group LLC | 0.05% | Add +0.0% | 3,352,465 | $70.1M |
| Wells Fargo & Company | 0.02% | Add +4.8% | 3,323,097 | $69.5M |
| Renaissance Technologies | 0.09% | Add +257.8% | 3,245,700 | $67.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -43.7% | 3,235,144 | $67.5M |
| BNP Paribas | 2.17% | Add +31.1% | 3,189,985 | $66.7M |
| Assetmark, Inc. | 0.15% | Add +13.5% | 3,048,920 | $63.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -18.6% | 3,031,709 | $63.4M |
| Sei Investments Co. | 0.07% | Reduce -14.2% | 2,980,790 | $62.4M |
| CIBC Asset Management Inc | 0.20% | Add +91.6% | 2,973,509 | $62.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -68.2% | 2,804,927 | $58.7M |
| BNP Paribas Financial Markets | 0.04% | Add +44959.7% | 2,637,345 | $55.2M |
| Nuveen, LLC | 0.01% | Reduce -12.4% | 2,499,974 | $52.3M |
| Hikari Tsushin, Inc. | 3.66% | No change | 2,483,848 | $52.0M |
| Sumitomo Life Insurance Co. | 3.08% | Reduce -35.3% | 2,167,247 | $45.3M |
| Aristotle Pacific Capital, LLC | 21.24% | Reduce -49.3% | 2,117,072 | $44.3M |
| Calamos Advisors LLC | 0.26% | Reduce -31.5% | 1,946,301 | $40.7M |
| CNO Financial Group, Inc. | 24.40% | Reduce -11.3% | 1,887,000 | $39.5M |
| RFG Holdings, Inc. | 10.74% | Add +2.1% | 1,771,270 | $37.1M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -4.8% | 1,696,042 | $35.5M |
| Angeles Investment Advisors, LLC | 1.97% | New | 1,665,780 | $34.8M |
| Hilton Capital Management, LLC | 2.58% | New | 1,548,463 | $32.4M |
| Man Group plc | 0.07% | Add +26.6% | 1,547,307 | $32.4M |
| CIBC Private Wealth Group LLC | 0.06% | Add +13.9% | 1,520,029 | $31.8M |
| APG Asset Management US Inc. | 0.23% | No change | 1,480,000 | $31.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.2% | 1,435,257 | $30.0M |
| Prudential PLC | 0.18% | Reduce -42.7% | 1,419,044 | $29.7M |
| Franklin Resources Inc. | 0.01% | Add +8.7% | 1,240,683 | $26.0M |
| Quadrature Capital Ltd | 0.43% | New | 1,202,593 | $25.2M |
| Factory Mutual Insurance Co. | 0.27% | No change | 1,200,000 | $25.1M |
| DSC Meridian Capital LP | 15.98% | Reduce -19.2% | 1,131,319 | $23.7M |
| Ironwood Wealth Management, Inc. | 11.02% | Add +0.0% | 1,113,227 | $23.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -3.9% | 1,086,183 | $22.7M |
| Federated Hermes, Inc. | 0.04% | Reduce -11.1% | 976,245 | $20.4M |
| Wealthcare Advisory Partners LLC | 0.46% | Add +5.2% | 970,098 | $20.3M |
| Janus Henderson Group PLC | 0.01% | New | 964,507 | $20.2M |
| Forge First Asset Management Inc. | 7.29% | No change | 963,300 | $20.2M |
| Guggenheim Capital LLC | 0.16% | Add +2.3% | 948,889 | $19.9M |
| MML Investors Services, LLC | 0.06% | Add +13.0% | 941,210 | $19.7M |
| Cerity Partners LLC | 0.04% | Add +5.1% | 929,364 | $19.6M |
| Catalyst Capital Advisors LLC | 0.38% | Add +26.8% | 901,688 | $18.9M |
| Schroder Investment Management Group | 0.02% | Reduce -49.3% | 890,985 | $18.6M |
| Insight Wealth Strategies, LLC | 2.33% | Add +0.7% | 882,447 | $18.5M |
| Trajan Wealth LLC | 0.88% | Reduce -0.9% | 861,827 | $18.0M |
| Citigroup Inc. | 0.01% | Reduce -74.6% | 848,830 | $17.8M |
| Ninety One UK Ltd | 0.04% | No change | 846,749 | $17.7M |
| Macquarie Group Ltd. | 0.02% | No change | 844,157 | $17.7M |
| Inspire Advisors, LLC | 1.67% | Add +2.3% | 770,190 | $16.1M |
| Donoghue Forlines LLC | 4.55% | Add +491.6% | 762,130 | $15.9M |
| Wellington Management Group LLP | 0.00% | Reduce -32.9% | 757,843 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 748,437 | $15.7M |
| Strategic Investment Advisors / MI | 1.44% | Reduce -9.2% | 708,898 | $14.8M |
| Cetera Investment Advisers | 0.02% | Reduce -27.7% | 678,079 | $14.2M |
| Hantz Financial Services, Inc. | 0.22% | Add +2.1% | 658,670 | $13.8M |
| Courage Capital Management LLC | 19.99% | No change | 648,000 | $13.6M |
| Brookstone Capital Management | 0.17% | Reduce -1.6% | 635,278 | $13.3M |
| D.A. Davidson & Co. | 0.09% | Add +9.5% | 622,481 | $13.0M |
| Mechanics Bank Trust Department | 1.86% | Add +2.9% | 619,920 | $13.0M |
| Jane Street Group, LLC | 0.02% | Reduce -82.3% | 618,082 | $12.9M |
| Cresset Asset Management, LLC | 0.06% | Add +20.3% | 616,012 | $12.9M |
| Bank of Montreal | 0.01% | Reduce -0.2% | 581,689 | $12.2M |
| National Bank of Canada | 0.01% | Add +7.6% | 561,233 | $11.7M |
| 1832 Asset Management L.P. | 0.02% | Reduce -80.9% | 552,830 | $11.6M |
| Cim, LLC | 1.45% | Add +4.0% | 514,191 | $10.8M |
| Foundations Investment Advisors, LLC | 0.17% | Reduce -31.1% | 512,190 | $10.7M |
| Trustmark Bank Trust Department | 0.73% | Add +2.2% | 504,015 | $10.5M |
| One William Street Capital Management, L.P. | 32.00% | New | 500,000 | $10.5M |
| Liberty Mutual Group Asset Management Inc. | 2.27% | New | 500,000 | $10.5M |
| Edgestream Partners, L.P. | 0.29% | Add +187.7% | 496,384 | $10.4M |
| New York Life Investment Management LLC | 0.10% | Reduce -70.5% | 493,605 | $10.3M |
| FORM Wealth Advisors, LLC | 1.24% | Reduce -25.9% | 488,924 | $10.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -5.9% | 485,874 | $10.2M |
| Centiva Capital, LP | 0.66% | New | 478,193 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +53.5% | 451,388 | $9.4M |
| Estate Counselors, LLC | 0.92% | New | 445,295 | $9.3M |
| Ssi Investment Management LLC | 3.65% | Reduce -8.4% | 432,174 | $9.0M |
| Truist Financial Corp. | 0.01% | Add +13.2% | 431,550 | $9.0M |
| Moloney Securities Asset Management, LLC | 1.09% | Add +2.4% | 420,823 | $8.8M |
| Park Avenue Securities LLC | 0.08% | Add +5.3% | 406,406 | $8.5M |
| Wealthspire Retirement, LLC | 0.56% | New | 404,387 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -18.9% | 376,921 | $7.9M |
| First Manhattan Co. Llc. | 0.02% | No change | 350,000 | $7.3M |
| Stephens Inc. | 0.10% | Reduce -4.3% | 337,113 | $7.1M |
| Pathstone Holdings, LLC | 0.03% | Reduce -14.5% | 329,511 | $6.9M |
| Yeomans Consulting Group, Inc. | 2.78% | Reduce -48.5% | 321,232 | $6.7M |
| Matthew Goff Investment Advisor, LLC | 1.21% | Reduce -13.0% | 312,561 | $6.5M |
| Angeles Wealth Management, LLC | 0.45% | Reduce -1.9% | 310,467 | $6.5M |
| Diversify Wealth Management, LLC | 0.40% | Add +17.5% | 306,743 | $6.4M |
| SAM Advisors, LLC | 2.09% | Add +6.0% | 288,720 | $6.0M |
| CW Advisors, LLC | 0.06% | Reduce -4.8% | 282,677 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +21.8% | 270,997 | $5.7M |
| Crabel Capital Management, LLC | 3.34% | Add +149.8% | 260,418 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -37.5% | 254,094 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -11.1% | 253,651 | $5.3M |
| Alaska Permanent Fund Corp | 0.31% | No change | 250,000 | $5.2M |
| Polar Asset Management Partners Inc. | 0.18% | New | 250,000 | $5.2M |
| Tidal Investments LLC | 0.03% | Reduce -12.9% | 247,773 | $5.2M |
| Merit Financial Group, LLC | 0.06% | Reduce -25.4% | 246,178 | $5.2M |
| Comerica Bank | 0.02% | Add +7.6% | 244,078 | $5.1M |
| American Beacon Advisors, Inc. | 50.12% | — | 241,497 | $5.1M |
| Bay Capital Advisors, LLC | 3.84% | Add +45.1% | 241,009 | $5.0M |
| Wedbush Securities Inc. | 0.18% | Add +86.2% | 240,054 | $5.0M |
| Spire Wealth Management | 0.18% | Add +19.8% | 235,421 | $4.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.68% | Add +12.8% | 234,225 | $4.9M |
| First Citizens Bank & Trust Co. | 0.09% | Add +49.7% | 230,644 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +160.0% | 230,019 | $4.8M |
| Deutsche Bank AG | 0.00% | Reduce -21.0% | 224,081 | $4.7M |
| CENTRAL TRUST Co | 0.11% | Add +14.5% | 223,552 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.6% | 219,365 | $4.6M |
| Piedmont Capital Management, LLC | 2.41% | Add +4.5% | 199,331 | $4.2M |
| McAdam, LLC | 0.23% | Reduce -5.7% | 197,485 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.9% | 196,915 | $4.1M |
| Financial Advisory Partners, LLC | 1.29% | Add +5.9% | 196,658 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.27% | Add +0.9% | 194,518 | $4.1M |
| FMR LLC | 0.00% | Reduce -74.4% | 190,096 | $4.0M |
| Central Pacific Bank - Trust Division | 0.52% | Reduce -10.5% | 187,225 | $3.9M |
| Guardian Asset Advisors, LLC | 2.18% | Add +7.9% | 181,610 | $3.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -98.3% | 169,224 | $3.5M |
| Matrix Private Capital Group LLC | 2.06% | Add +18.2% | 167,774 | $3.5M |
| Virtue Capital Management, LLC | 0.64% | Add +1524.5% | 167,110 | $3.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +78.5% | 164,591 | $3.4M |
| J Hagan Capital, Inc. | 2.32% | Reduce -23.0% | 164,431 | $3.4M |
| TigerOak Management, L.L.C. | 1.16% | Add +6.3% | 161,885 | $3.4M |
| AdvisorNet Financial, Inc | 0.22% | Add +37.2% | 161,559 | $3.4M |
| Ti-Trust, Inc. | 2.20% | Add +15.9% | 156,536 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +34.3% | 155,923 | $3.3M |
| Mariner, LLC | 0.00% | Reduce -78.1% | 154,785 | $3.2M |
| Blue Fin Capital, Inc. | 0.55% | Add +0.5% | 154,470 | $3.2M |
| Adell Harriman & Carpenter Inc. | 0.21% | Reduce -0.2% | 153,848 | $3.2M |
| Old Port Advisors | 0.87% | Reduce -7.8% | 152,836 | $3.2M |
| Riggs Asset Managment Co. Inc. | 0.78% | Reduce -8.6% | 152,037 | $3.2M |
| HCR Wealth Advisors | 0.37% | Add +1.9% | 151,413 | $3.2M |
| Guidance Capital, Inc. | 0.90% | Reduce -1.7% | 150,479 | $3.1M |
| J.Safra Asset Management Corp | 0.22% | Add +4.4% | 149,007 | $3.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.70% | Reduce -2.1% | 148,633 | $3.1M |
| Appleton Partners Inc. | 0.22% | Add +0.1% | 145,866 | $3.1M |
| National Philanthropic Trust | 0.04% | New | 143,061 | $3.0M |
| WT Wealth Management | 0.87% | Reduce -6.6% | 140,679 | $2.9M |
| Florin Court Capital LLP | 2.99% | Add +42.8% | 139,900 | $2.9M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -0.6% | 132,425 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.3% | 131,996 | $2.8M |
| Novem Group | 0.35% | Add +4.7% | 131,571 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -12.3% | 131,367 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +4.5% | 130,180 | $2.7M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -63.0% | 129,546 | $2.7M |
| Mount Lucas Management LP | 1.29% | Reduce -0.9% | 129,518 | $2.7M |
| Two Sigma Securities, LLC | 0.33% | Reduce -56.7% | 128,082 | $2.7M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -68.6% | 128,000 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +16.0% | 127,720 | $2.7M |
| Fiera Capital Corp | 0.01% | No change | 125,000 | $2.6M |
| Brendel Financial Advisors LLC | 1.46% | Reduce -0.4% | 124,803 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -20.5% | 123,470 | $2.6M |
| Destination Wealth Management | 0.08% | Add +5.8% | 122,333 | $2.6M |
| Great Diamond Partners, LLC | 0.53% | Add +0.9% | 119,954 | $2.5M |
| Tradewinds Capital Management, LLC | 0.61% | Reduce -1.2% | 115,373 | $2.4M |
| TT Capital Management LLC | 1.93% | Add +47.0% | 113,704 | $2.4M |
| Advisory Alpha, LLC | 0.07% | Reduce -56.2% | 113,339 | $2.4M |
| Castlekeep Investment Advisors LLC | 1.14% | Reduce -0.9% | 111,435 | $2.3M |
| Perennial Advisors, LLC | 0.43% | Reduce -2.8% | 110,805 | $2.3M |
| Virtus Fixed Income Advisers, LLC | 2.28% | — | 107,960 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +3.8% | 106,862 | $2.2M |
| Valpey Financial Services, LLC | 1.54% | — | 106,661 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | New | 105,904 | $2.2M |
| Integrated Advisors Network LLC | 0.10% | Add +162.7% | 105,072 | $2.2M |
| Charles Schwab Trust Co | 0.16% | Reduce -2.6% | 104,503 | $2.2M |
| Synovus Financial Corp. | 0.03% | Reduce -16.2% | 101,342 | $2.1M |
| Bramshill Investments, LLC | 0.22% | Reduce -63.0% | 100,000 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -66.7% | 100,000 | $2.1M |
| Clark Capital Management Group, Inc. | 0.01% | New | 99,540 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +75.2% | 97,170 | $2.0M |
| Garner Asset Management Corp | 0.93% | Reduce -13.1% | 95,991 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -66.6% | 95,324 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -72.9% | 93,000 | $1.9M |
| Independent Financial Group, LLC | 0.05% | Add +8.6% | 92,536 | $1.9M |
| Clear Creek Financial Management, LLC | 0.18% | Add +18.2% | 92,048 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -14.3% | 88,664 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +17.2% | 88,551 | $1.9M |
| IFG Advisors, LLC | 0.31% | Add +5.5% | 87,889 | $1.8M |
| Fiduciary Alliance LLC | 0.14% | New | 87,694 | $1.8M |
| Sykon Capital LLC | 0.66% | New | 86,134 | $1.8M |
| Peddock Capital Advisors, LLC | 0.41% | Add +20.7% | 85,399 | $1.8M |
| Asset Allocation Strategies LLC | 0.39% | Add +12.9% | 83,956 | $1.8M |
| Founders Financial Securities LLC | 0.13% | New | 81,263 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +47.4% | 77,975 | $1.6M |
| Composition Wealth, LLC | 0.03% | Reduce -7.2% | 77,654 | $1.6M |
| Triumph Capital Management | 0.47% | Reduce -22.4% | 75,341 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 74,985 | $1.6M |
| Aletheian Wealth Advisors LLC | 0.77% | Add +14.8% | 74,672 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +9.1% | 72,543 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.3% | 72,046 | $1.5M |
| Fiduciary Financial Group, LLC | 0.27% | Add +9.9% | 71,270 | $1.5M |
| Strategic Financial Concepts, LLC | 0.21% | Reduce -1.8% | 71,114 | $1.5M |
| Sage Financial Group Inc. | 0.11% | Reduce -22.4% | 71,107 | $1.5M |
| Total Clarity Wealth Management, Inc. | 0.40% | Reduce -34.4% | 67,443 | $1.4M |
| FC Advisory LLC | 0.43% | Reduce -11.6% | 65,823 | $1.4M |
| Simplicity Wealth,LLC | 0.06% | Reduce -82.8% | 64,636 | $1.4M |
| Cwm, LLC | 0.00% | Reduce -2.0% | 64,632 | $1.4M |
| Millennium Management | 0.00% | Reduce -51.0% | 63,137 | $1.3M |
| &partners | 0.01% | Add +318.9% | 62,926 | $1.3M |
| Independent Wealth Network Inc. | 0.47% | Add +6.7% | 62,249 | $1.3M |
| Welch & Forbes LLC | 0.02% | Reduce -39.5% | 62,199 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.1% | 61,991 | $1.3M |
| TD Private Client Wealth LLC | 0.03% | Add +5.0% | 61,960 | $1.3M |
| Left Brain Wealth Management, LLC | 0.46% | Add +4.8% | 61,882 | $1.3M |
| Sig Brokerage, LP | 0.34% | New | 60,000 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | — | 58,046 | $1.2M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -39.3% | 58,020 | $1.2M |
| Wagner Wealth Management, LLC | 0.27% | Reduce -2.1% | 57,195 | $1.2M |
| Verity Asset Management, Inc. | 0.56% | Reduce -28.6% | 56,540 | $1.2M |
| Readystate Asset Management LP | 0.09% | Add +0.2% | 54,981 | $1.2M |
| Old Mission Capital LLC | 0.03% | Reduce -89.9% | 54,595 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -91.2% | 54,336 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.3% | 54,132 | $1.1M |
| Integrity Alliance, Llc. | 0.06% | Add +19.7% | 54,118 | $1.1M |
| CI Investments Inc. | 0.00% | Reduce -96.0% | 53,650 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +5.1% | 51,008 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | New | 50,638 | $1.1M |
| Mgo One Seven LLC | 0.03% | Add +31.1% | 50,537 | $1.1M |
| Optima Capital LLC | 0.56% | Add +55.7% | 50,024 | $1.0M |
| Cumberland Partners Ltd | 0.07% | No change | 50,000 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.5% | 49,571 | $1.0M |
| Brookwood Investment Group LLC | 0.17% | Add +17.0% | 48,930 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +6.9% | 48,920 | $1.0M |
| Mittelman Wealth Management | 0.85% | Add +79.9% | 48,376 | $1.0M |
| Prudent Man Advisors, LLC | 0.32% | No change | 47,700 | $998K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +2.2% | 47,164 | $987K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.4% | 47,088 | $985K |
| SageView Advisory Group, LLC | 0.04% | Add +13.0% | 46,687 | $977K |
| Jones Financial Companies LLLP | 0.00% | Add +62.7% | 46,425 | $970K |
| First Trust Advisors LP | 0.00% | Reduce -1.9% | 46,220 | $967K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -30.6% | 45,774 | $958K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -53.3% | 45,494 | $954K |
| Arete Wealth Advisors, LLC | 0.07% | Add +19.6% | 45,356 | $949K |
| Flagstar Securities, Inc. | 0.26% | Reduce -1.1% | 45,094 | $943K |
| Nikulski Financial, Inc. | 0.25% | Add +19.1% | 44,070 | $922K |
| Sigma Planning Corp | 0.03% | Reduce -19.0% | 44,056 | $922K |
| Stelac Advisory Services LLC | 0.35% | Reduce -36.1% | 43,797 | $916K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +19.1% | 42,505 | $889K |
| Hilltop Holdings Inc. | 0.06% | Add +5.9% | 41,944 | $877K |
| Adams Wealth Management | 0.17% | Reduce -38.3% | 41,597 | $870K |
| CacheTech Inc. | 0.16% | Reduce -38.3% | 41,597 | $870K |
| Motiv8 Investments LLC | 0.53% | Reduce -23.5% | 41,506 | $868K |
| Avantax Advisory Services, Inc. | 0.00% | Add +12.5% | 41,147 | $861K |
| Intrust Bank NA | 0.07% | No change | 40,404 | $845K |
| Commerce Bank | 0.00% | Add +0.5% | 39,734 | $831K |
| Wolverine Trading, LLC | 0.02% | Add +205.7% | 38,700 | $809K |
| Elequin Capital, LP | 0.26% | Add +41.7% | 38,645 | $808K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.9% | 38,475 | $805K |
| Sanctuary Advisors, LLC | 0.01% | Add +74.6% | 38,238 | $800K |
| IAM Advisory, LLC | 0.19% | Reduce -0.4% | 37,866 | $792K |
| Mma Asset Management LLC | 0.30% | Reduce -44.8% | 37,496 | $784K |
| Operose Advisors LLC | 0.22% | Reduce -2.5% | 36,809 | $770K |
| Impact Partnership Wealth, LLC | 0.14% | New | 36,643 | $767K |
| Continental Investors Services, Inc. | 1.37% | Add +3.7% | 36,384 | $761K |
| Napa Wealth Management | 0.36% | Reduce -42.5% | 36,087 | $755K |
| AEGON USA Investment Management, LLC | 0.76% | Reduce -49.3% | 36,000 | $753K |
| Ascentis Independent Advisors | 0.14% | Reduce -0.1% | 35,327 | $739K |
| Summit Financial, LLC | 0.02% | Reduce -11.8% | 34,683 | $726K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -27.7% | 34,555 | $723K |
| US Bancorp \de | 0.00% | Add +17.6% | 33,730 | $706K |
| Black Swift Group, LLC | 0.14% | Reduce -71.0% | 33,725 | $706K |
| World Investment Advisors | 0.02% | Reduce -3.7% | 33,247 | $696K |
| Verus Capital Partners, LLC | 0.06% | Add +48.0% | 32,801 | $686K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.1% | 32,414 | $678K |
| Gill Capital Partners, LLC | 0.22% | No change | 32,399 | $678K |
| Summit Investment Advisors, Inc. | 0.56% | Add +13.3% | 32,310 | $675K |
| Fort Sheridan Advisors LLC | 0.09% | Add +0.2% | 31,791 | $665K |
| GoalVest Advisory LLC | 0.16% | Reduce -82.4% | 31,637 | $662K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | Reduce -4.6% | 30,875 | $646K |
| Greenleaf Trust | 0.01% | New | 30,185 | $631K |
| Concord Asset Management, LLC | 0.09% | New | 29,844 | $624K |
| Concord Wealth Partners | 0.09% | Add +21.8% | 29,844 | $624K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -8.9% | 29,672 | $621K |
| Ameritas Advisory Services, LLC | 0.03% | Add +2.5% | 29,620 | $620K |
| Invst, LLC | 0.08% | Add +28.1% | 29,504 | $617K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.9% | 29,298 | $613K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 28,705 | $601K |
| Hillsdale Investment Management Inc. | 0.02% | Reduce -31.1% | 28,550 | $597K |
| Iams Wealth Management, LLC | 0.27% | New | 28,106 | $588K |
| Pasadena Private Wealth, LLC | 0.10% | Add +1.5% | 27,550 | $576K |
| Croban | 0.48% | Reduce -8.2% | 27,105 | $567K |
| Advyzon Investment Management, LLC | 0.13% | Add +13.4% | 27,041 | $566K |
| Vontobel Holding Ltd. | 0.00% | No change | 27,000 | $565K |
| Strategic Blueprint, LLC | 0.03% | Reduce -5.3% | 26,837 | $561K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -7.3% | 26,650 | $558K |
| CoreCap Advisors, LLC | 0.02% | Add +2.8% | 26,464 | $554K |
| First United Bank & Trust | 0.19% | Reduce -11.2% | 26,323 | $551K |
| BOS Asset Management, LLC | 0.17% | New | 25,981 | $544K |
| XTX Topco Ltd | 0.02% | Reduce -10.7% | 25,728 | $538K |
| Oder Investment Management, LLC | 0.40% | Add +9.4% | 25,449 | $532K |
| Lewis Asset Management, LLC | 0.25% | New | 25,375 | $531K |
| Engineers Gate Manager LP | 0.01% | Reduce -37.0% | 24,772 | $518K |
| Sowell Financial Services LLC | 0.02% | Add +3.9% | 24,707 | $517K |
| Cobblestone Asset Management LLC | 0.27% | Reduce -9.7% | 24,584 | $514K |
| MAI Capital Management | 0.00% | Add +0.4% | 24,546 | $514K |
| K2 Financial Inc. | 0.44% | Add +3.7% | 23,954 | $503K |
| DMC Group, LLC | 0.39% | Reduce -50.0% | 23,956 | $501K |
| First City Capital Management, Inc. | 0.29% | Reduce -0.2% | 23,853 | $499K |
| Kennicott Capital Management LLC | 0.28% | No change | 23,653 | $495K |
| Regatta Capital Group, LLC | 0.08% | New | 23,462 | $491K |
| Lido Advisors, LLC | 0.00% | New | 23,305 | $488K |
| Bangor Savings Bank | 0.04% | Reduce -91.2% | 23,139 | $484K |
| Wealthcare Capital Partners, LLC | 0.24% | Add +9.5% | 23,106 | $483K |
| Everpar Advisors LLC | 0.22% | Add +1.0% | 23,006 | $481K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -61.4% | 22,795 | $477K |
| First Citizens Asset Management, Inc. | 0.17% | Reduce -14.1% | 22,775 | $476K |
| Strategic Financial Partners, Ltd. | 0.22% | New | 22,255 | $466K |
| Mainstay Capital Management LLC | 0.02% | Add +73.2% | 22,012 | $460K |
| Nwam LLC | 0.03% | New | 21,627 | $452K |
| Elm3 Financial Group, LLC | 0.37% | Reduce -8.3% | 21,501 | $450K |
| Parallel Advisors, LLC | 0.01% | Add +11.5% | 21,384 | $447K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.1% | 21,128 | $442K |
| Blair William & Co. | 0.00% | Add +2.8% | 21,113 | $442K |
| Castle Rock Wealth Management, LLC | 0.10% | Reduce -19.6% | 20,798 | $435K |
| Everstar Asset Management, LLC | 0.26% | No change | 20,600 | $431K |
| SimpliFi, Inc. | 0.19% | Add +4.7% | 20,528 | $429K |
| Global Assets Advisory, LLC | 0.16% | New | 20,092 | $421K |
| Ninety One North America, Inc. | 0.02% | No change | 20,000 | $418K |
| Wambolt & Associates, LLC | 0.14% | Reduce -7.4% | 19,783 | $414K |
| J. W. Coons Advisors, LLC | 0.09% | Reduce -1.5% | 19,760 | $413K |
| High Net Worth Advisory Group LLC | 0.11% | Add +11.4% | 19,500 | $408K |
| Tactive Advisors, LLC | 0.13% | — | 19,357 | $405K |
| Eagle Strategies LLC | 0.06% | Add +65.2% | 19,245 | $403K |
| M Holdings Securities, Inc. | 0.07% | Add +63.3% | 19,145 | $400K |
| Certuity, LLC | 0.04% | No change | 19,064 | $399K |
| Creative Planning | 0.00% | Reduce -9.4% | 17,980 | $376K |
| Dimension Capital Management LLC | 0.06% | No change | 17,840 | $373K |
| Richmond Investment Services, LLC | 0.08% | New | 17,452 | $365K |
| New Wave Wealth Advisors LLC | 0.15% | Reduce -0.9% | 17,259 | $361K |
| Wbi Investments, LLC | 0.09% | Add +52.3% | 16,940 | $354K |
| PFG Investments, LLC | 0.02% | Add +4.3% | 16,894 | $353K |
| Choate Investment Advisors | 0.01% | No change | 16,810 | $352K |
| Joseph P. Lucia & Associates, LLC | 0.14% | Add +28.8% | 16,808 | $352K |
| DAVENPORT & Co LLC | 0.00% | Add +4.8% | 16,655 | $348K |
| Focus Financial Network, Inc. | 0.01% | Add +4.5% | 16,613 | $348K |
| CWA Asset Management Group, LLC | 0.01% | New | 16,423 | $344K |
| Insight Inv LLC | 0.23% | Reduce -0.8% | 16,354 | $342K |
| Squarepoint Ops LLC | 0.00% | No change | 16,294 | $341K |
| Rothschild Investment LLC | 0.02% | No change | 16,290 | $341K |
| Capital Investment Advisors, LLC | 0.01% | New | 16,215 | $339K |
| Burns J W & Co. Inc. | 0.04% | Reduce -0.3% | 16,175 | $338K |
| Investment Partners, LTD. | 0.13% | Reduce -35.5% | 16,012 | $335K |
| AA Financial Advisors, LLC | 0.07% | Add +17.5% | 15,979 | $334K |
| Westbourne Investments, Inc. | 0.18% | New | 15,805 | $331K |
| Argyle Capital Partners, LLC | 0.27% | Add +0.2% | 15,763 | $330K |
| Gentry Private Wealth, LLC | 0.25% | Reduce -79.7% | 15,762 | $330K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -18.5% | 15,697 | $328K |
| Stableford Capital II LLC | 0.12% | No change | 15,680 | $328K |
| Elios Financial Group Inc. | 0.15% | Add +17.3% | 15,584 | $326K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -5.9% | 15,493 | $324K |
| OneDigital Investment Advisors LLC | 0.00% | Add +45.1% | 15,370 | $322K |
| Naples Global Advisors, LLC | 0.03% | Add +4.8% | 15,335 | $321K |
| Sequent Planning LLC | 0.10% | Add +7.4% | 15,280 | $320K |
| American Institute for Advanced Investment Management, LLP | 0.22% | No change | 14,899 | $312K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.5% | 14,741 | $308K |
| LJI Wealth Management, LLC | 0.05% | Reduce -9.9% | 14,604 | $306K |
| BTS Asset Management, Inc. | 0.36% | Reduce -3.1% | 14,434 | $302K |
| Heritage Oak Wealth Advisors LLC | 0.12% | Reduce -79.0% | 14,012 | $293K |
| 4Thought Financial Group Inc. | 0.15% | Reduce -3.1% | 13,948 | $292K |
| Capital Analysts, LLC | 0.01% | Reduce -4.0% | 13,745 | $288K |
| Csenge Advisory Group | 0.02% | Add +13.6% | 13,715 | $286K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.3% | 13,584 | $284K |
| Triad Wealth Partners, LLC | 0.06% | Reduce -4.9% | 13,427 | $281K |
| Cascade Financial Partners, LLC | 0.03% | No change | 13,346 | $279K |
| Mutual Advisors, LLC | 0.01% | New | 12,990 | $272K |
| Howard Wealth Management, LLC | 0.14% | Add +5.4% | 12,929 | $270K |
| NBT Bank, N.A. | 0.02% | No change | 12,765 | $267K |
| Curtis Advisory Group, LLC | 0.07% | New | 12,757 | $267K |
| Worth Asset Management, LLC | 0.13% | Reduce -62.2% | 12,746 | $267K |
| Fiduciary Group, LLC | 0.03% | Add +11.4% | 12,740 | $267K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +6.1% | 12,732 | $266K |
| UMB Bank, n.a. | 0.00% | Reduce -14.0% | 12,544 | $262K |
| Principal Securities, Inc. | 0.00% | Add +13.4% | 12,530 | $262K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 12,500 | $262K |
| First American Trust, FSB | 0.02% | No change | 12,386 | $259K |
| Opal Wealth Advisors, LLC | 0.07% | Add +1.8% | 12,316 | $258K |
| Boyd Watterson Asset Management LLC | 0.08% | No change | 12,073 | $253K |
| Evergreen Capital Management LLC | 0.01% | Add +11.6% | 12,030 | $252K |
| PAX Financial Group, LLC | 0.05% | Add +6.5% | 11,979 | $251K |
| 1620 Investment Advisors, Inc. | 0.18% | Reduce -0.6% | 11,592 | $243K |
| Advisory Services Network, LLC | 0.00% | Reduce -72.0% | 11,550 | $242K |
| Harbour Investments, Inc. | 0.01% | Add +10.9% | 11,520 | $241K |
| Hancock Whitney Corp. | 0.00% | Reduce -45.5% | 11,486 | $240K |
| Wealthedge Investment Advisors, LLC | 0.10% | New | 11,461 | $240K |
| Copperwynd Financial, LLC | 0.06% | New | 11,461 | $240K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -97.9% | 11,413 | $239K |
| Equitable Holdings, Inc. | 0.00% | New | 11,210 | $235K |
| Horizon Wealth Management, LLC | 0.04% | Reduce -55.7% | 10,926 | $229K |
| First Heartland Consultants, Inc. | 0.02% | New | 10,880 | $228K |
| Pinion Investment Advisors, LLC | 0.08% | Reduce -93.2% | 10,868 | $227K |
| Cadent Capital Advisors, LLC | 0.07% | Reduce -53.8% | 10,665 | $223K |
| Koshinski Asset Management, Inc. | 0.02% | New | 10,616 | $222K |
| Lanark Financial, Inc. | 0.02% | Add +6.2% | 10,614 | $222K |
| IHT Wealth Management, LLC | 0.01% | Add +0.2% | 10,588 | $221K |
| Axim Planning & Wealth | 0.20% | New | 10,534 | $220K |
| Symmetry Partners, LLC | 0.03% | New | 10,491 | $219K |
| Mission Hills Financial Advisory, LLC | 0.14% | New | 10,465 | $219K |
| Friedenthal Financial | 0.12% | Add +14.2% | 10,358 | $217K |
| Alteri Wealth LLC | 0.08% | New | 10,193 | $213K |
| Cordatus Wealth Management LLC | 0.05% | No change | 10,203 | $213K |
| Western Wealth Management, LLC | 0.01% | No change | 10,150 | $212K |
| Nvwm, LLC | 0.05% | Reduce -31.9% | 10,133 | $212K |
| Hobbs Group Advisors, LLC | 0.07% | No change | 10,000 | $209K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -72.4% | 10,000 | $209K |
| Smith, Moore & Co. | 0.02% | No change | 9,855 | $206K |
| Davidson Trust Co. | 0.10% | No change | 9,836 | $206K |
| Private Trust Co. NA | 0.02% | Add +35.3% | 9,750 | $204K |
| Vantage Financial Partners, LLC | 0.05% | Reduce -0.5% | 9,655 | $202K |
| GTS Securities LLC | 0.01% | New | 9,636 | $202K |
| Yukon Wealth Management, Inc. | 0.07% | New | 9,589 | $201K |
| Solstein Capital, LLC | 0.08% | No change | 7,777 | $163K |
| Optimum Investment Advisors | 0.07% | No change | 7,500 | $157K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +28.1% | 7,311 | $153K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 6,760 | $141K |
| Allworth Financial LP | 0.00% | Add +11.2% | 6,242 | $131K |
| Cliffwater LLC | 0.03% | No change | 5,902 | $123K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 5,870 | $123K |
| Anfield Capital Management, LLC | 0.04% | Add +3.7% | 5,816 | $122K |
| Creative Capital Management Investments LLC | 0.04% | Reduce -17.9% | 5,583 | $117K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 4,743 | $99K |
| IMG Wealth Management, Inc. | 0.07% | Add +29.2% | 4,491 | $94K |
| Cape Investment Advisory, Inc. | 0.03% | Add +26.4% | 4,400 | $92K |
| Independence Bank of Kentucky | 0.01% | New | 3,825 | $80K |
| Ironwood Wealth Management, LLC. | 0.03% | Add +267.5% | 3,811 | $80K |
| Blue Trust, Inc. | 0.00% | Add +2.0% | 3,695 | $77K |
| WealthShield Partners, LLC | 0.01% | Reduce -1.7% | 3,491 | $73K |
| WPG Advisers, LLC | 0.06% | Reduce -19.2% | 3,484 | $73K |
| Hollencrest Capital Management | 0.00% | Add +1.9% | 3,442 | $72K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 3,424 | $72K |
| MGB Wealth Management, LLC | 0.02% | No change | 3,200 | $67K |
| Horizon Financial Services, LLC | 0.04% | Add +0.1% | 3,184 | $67K |
| Golden State Wealth Management, LLC | 0.01% | Add +26.9% | 3,153 | $66K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.7% | 3,111 | $65K |
| China Universal Asset Management Co., Ltd. | 0.01% | New | 2,972 | $62K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -51.7% | 2,934 | $61K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.0% | 2,590 | $54K |
| Olistico Wealth, LLC | 0.03% | Add +19.0% | 2,486 | $52K |
| Park Square Financial Group, LLC | 0.04% | Add +0.6% | 2,313 | $48K |
| Front Row Advisors LLC | 0.02% | Reduce -13.4% | 2,071 | $43K |
| McIlrath & Eck, LLC | 0.00% | No change | 2,063 | $43K |
| AlphaCore Capital LLC | 0.00% | Reduce -99.0% | 1,777 | $37K |
| Ameriflex Group, Inc. | 0.02% | Add +213.6% | 1,712 | $36K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.1% | 1,703 | $36K |
| NFSG Corp | 0.01% | No change | 1,660 | $35K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Add +258.9% | 1,658 | $35K |
| Bogart Wealth, LLC | 0.00% | New | 1,601 | $33K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.9% | 1,357 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,314 | $27K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 1,230 | $26K |
| Larson Financial Group LLC | 0.00% | Add +12.1% | 1,121 | $23K |
| Caldwell Trust Co | 0.00% | No change | 1,055 | $22K |
| Group One Trading LLC | 0.00% | Add +11.1% | 1,002 | $21K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $21K |
| Traub Capital Management LLC | 0.02% | — | 960 | $20K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 949 | $20K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 886 | $19K |
| Chapman Financial Group, LLC | 0.01% | — | 800 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 750 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 740 | $16K |
| Brooklyn Investment Group | 0.00% | Add +71900.0% | 720 | $15K |
| Topsail Wealth Management, LLC | 0.00% | No change | 660 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 652 | $14K |
| Eastern Bank | 0.00% | No change | 650 | $14K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 585 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.2% | 584 | $12K |
| Arax Advisory Partners | 0.00% | Reduce -22.8% | 522 | $11K |
| IFP Advisors, Inc | 0.00% | Reduce -84.6% | 514 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 461 | $10K |
| 10Elms LLP | 0.01% | No change | 455 | $10K |
| Promus Capital, LLC | 0.01% | No change | 428 | $9K |
| Key Financial Inc | 0.00% | New | 334 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.0% | 258 | $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 |
| Sunbelt Securities, Inc. | 0.00% | Add +184.4% | 219 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 219 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 216 | $5K |
| Moser Wealth Advisors, LLC | 0.00% | New | 183 | $4K |
| 2UniFi Bank | 0.00% | No change | 179 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 175 | $4K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -79.5% | 170 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 160 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -91.1% | 150 | $3K |
| LGT Financial Advisors LLC | 0.01% | New | 133 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 122 | $3K |
| Creekmur Asset Management LLC | 0.00% | Add +1.0% | 104 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -97.9% | 98 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 81 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +2.9% | 71 | $1K |
| Paladin Advisory Group, LLC | 0.00% | Reduce -99.3% | 50 | $1K |
| Decker Retirement Planning Inc. | 0.00% | New | 39 | $816 |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -75.6% | 29 | $609 |
| Costello Asset Management, INC | 0.00% | Add +4.2% | 25 | $521 |
| Fortitude Family Office, LLC | 0.00% | No change | 24 | $502 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 22 | $455 |
| Transce3nd, LLC | 0.00% | Reduce -81.1% | 21 | $439 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -7.1% | 13 | $280 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 4 | $84 |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 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.