Invesco Senior Loan ETFBKLNETF
13F holders, Q4 2025 (December 31)506holders +4
46new positions
53sold out
3famous investors
$21.01avg. 13F price*
At the end of Q4 2025, 506 institutions reported holding Invesco Senior Loan ETF (BKLN) in their 13F filings, up 4 from Q3 2025. 46 opened new positions and 53 sold out. The largest holders were Healthcare of Ontario Pension Plan Trust Fund ($688.5M), BlackRock, Inc. ($378.3M) and Investment Management Corp of Ontario ($274.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Senior Loan ETF
- CUSIP
- 46138G508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $133.4M |
| Exits | 53 | $123.5M |
All 13F filers, Q3 2025 → Q4 2025: 45,328,708 shares bought and 33,239,313 shares sold, net +12,089,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| Healthcare of Ontario Pension Plan Trust Fund | 1.17% | Add +13.0% | 32,787,987 | $688.5M |
| BlackRock, Inc. | 0.01% | Add +26.9% | 18,014,744 | $378.3M |
| Investment Management Corp of Ontario | 3.65% | Add +39.4% | 13,064,723 | $274.4M |
| Morgan Stanley | 0.02% | Add +27.6% | 12,343,783 | $259.2M |
| UBS Group AG | 0.04% | Add +24.3% | 10,219,040 | $214.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +5.3% | 9,487,707 | $199.2M |
| Bank of America Corp. | 0.01% | Reduce -10.9% | 8,863,779 | $186.1M |
| Invesco Ltd. | 0.02% | Add +1.5% | 8,730,629 | $183.3M |
| Bain Capital Credit, LP | 39.15% | Add +31.7% | 7,127,117 | $149.7M |
| Ensign Peak Advisors, Inc | 0.22% | Add +19.5% | 5,839,569 | $122.6M |
| LPL Financial LLC | 0.03% | Reduce -5.0% | 4,775,651 | $100.3M |
| Diversify Advisory Services, LLC | 2.88% | Add +1.0% | 4,321,772 | $91.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +295.6% | 4,111,244 | $86.3M |
| Assetmark, Inc. | 0.17% | Add +21.5% | 4,025,565 | $84.5M |
| BNP Paribas Financial Markets | 0.05% | Add +211.2% | 4,006,888 | $84.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.2% | 3,795,340 | $79.7M |
| Ocean Park Asset Management, LLC | 3.74% | Reduce -37.7% | 3,794,877 | $79.7M |
| Sei Investments Co. | 0.08% | Add +18.2% | 3,678,250 | $77.3M |
| Wells Fargo & Company | 0.01% | Add +1.3% | 3,503,547 | $73.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -15.9% | 3,498,534 | $73.5M |
| CIBC Asset Management Inc | 0.18% | Add +17.6% | 3,463,306 | $72.7M |
| TD Asset Management Inc | 0.06% | Reduce -25.3% | 3,444,025 | $72.3M |
| Neuberger Berman Group LLC | 0.05% | No change | 3,352,325 | $70.4M |
| State of Wisconsin Investment Board | 0.15% | New | 3,190,000 | $67.0M |
| Sumitomo Life Insurance Co. | 1.82% | Add +8.6% | 3,170,000 | $66.6M |
| Aristotle Pacific Capital, LLC | 26.38% | Add +8.1% | 3,062,072 | $64.3M |
| Nuveen, LLC | 0.02% | Add +20.0% | 2,999,974 | $63.0M |
| Shenkman Capital Management Inc. | 37.51% | Add +51.5% | 2,889,660 | $62.6M |
| 1607 Capital Partners, LLC | 4.16% | Reduce -33.4% | 2,904,775 | $61.0M |
| Rockefeller Capital Management L.P. | 0.10% | Add +32.7% | 2,652,139 | $55.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.1% | 2,616,742 | $55.0M |
| Hikari Tsushin, Inc. | 3.40% | No change | 2,483,848 | $52.2M |
| Prudential PLC | 0.41% | Reduce -1.0% | 2,415,255 | $50.7M |
| Calamos Advisors LLC | 0.28% | Add +15.5% | 2,247,351 | $47.2M |
| Man Group plc | 0.08% | Reduce -3.5% | 1,981,983 | $41.6M |
| Lord, Abbett & Co. LLC | 0.13% | Reduce -64.0% | 1,960,943 | $41.2M |
| Loomis Sayles & Co. L P | 0.05% | Add +1406.7% | 1,928,571 | $40.5M |
| RFG Holdings, Inc. | 9.95% | Add +0.6% | 1,890,406 | $39.7M |
| CNO Financial Group, Inc. | 22.45% | Add +2.6% | 1,886,750 | $39.6M |
| CIBC Private Wealth Group LLC | 0.06% | Add +5.6% | 1,631,695 | $34.3M |
| DSC Meridian Capital LP | 13.25% | Reduce -38.6% | 1,286,779 | $27.0M |
| Federated Hermes, Inc. | 0.05% | Add +31.7% | 1,285,845 | $27.0M |
| Cerity Partners LLC | 0.04% | Add +20.3% | 1,257,779 | $26.4M |
| Factory Mutual Insurance Co. | 0.26% | No change | 1,200,000 | $25.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -21.9% | 1,189,635 | $25.0M |
| Ironwood Wealth Management, Inc. | 11.01% | Reduce -1.2% | 1,165,053 | $24.5M |
| MML Investors Services, LLC | 0.06% | Add +13.2% | 1,135,984 | $23.9M |
| New York Life Investment Management LLC | 0.19% | Add +95.7% | 1,058,159 | $22.2M |
| HRT Financial LP | 0.07% | Add +8.1% | 1,053,933 | $22.1M |
| Wealthcare Advisory Partners LLC | 0.43% | Reduce -3.2% | 1,043,541 | $21.9M |
| Franklin Resources Inc. | 0.01% | Reduce -35.6% | 1,025,939 | $21.5M |
| Strategic Investment Advisors / MI | 1.74% | Add +39.4% | 958,217 | $20.1M |
| CI Investments Inc. | 0.09% | Add +1494.3% | 938,250 | $19.7M |
| Guggenheim Capital LLC | 0.14% | Reduce -3.1% | 923,204 | $19.4M |
| Catalyst Capital Advisors LLC | 0.39% | No change | 901,688 | $18.9M |
| Wellington Grp LLC | 6.06% | — | 866,467 | $18.2M |
| Ninety One UK Ltd | 0.04% | No change | 846,749 | $17.8M |
| Trajan Wealth LLC | 0.73% | Reduce -0.2% | 838,632 | $17.6M |
| Inspire Advisors, LLC | 1.57% | Add +4.0% | 810,109 | $17.0M |
| Cresset Asset Management, LLC | 0.07% | Reduce -8.4% | 786,112 | $16.5M |
| Schroder Investment Management Group | 0.01% | Reduce -6.3% | 773,501 | $16.2M |
| BNP Paribas | 0.46% | Reduce -68.8% | 767,443 | $16.1M |
| Mechanics Bank Trust Department | 1.95% | Add +2.3% | 707,958 | $14.9M |
| Cetera Investment Advisers | 0.02% | Reduce -7.5% | 704,984 | $14.8M |
| NYL Investors LLC | 4.96% | New | 695,556 | $14.6M |
| Nomura Asset Management International Inc. | 0.02% | — | 674,157 | $14.2M |
| D.A. Davidson & Co. | 0.08% | Add +1.6% | 656,098 | $13.8M |
| Park Avenue Securities LLC | 0.12% | Add +61.6% | 655,084 | $13.8M |
| National Bank of Canada | 0.01% | Add +19.4% | 649,038 | $13.6M |
| Royal Bank of Canada | 0.00% | Reduce -73.2% | 648,076 | $13.6M |
| Courage Capital Management LLC | 18.81% | No change | 648,000 | $13.6M |
| Bank of Montreal | 0.01% | Add +2.5% | 644,982 | $13.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -58.3% | 620,306 | $13.0M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1.92% | Add +397.3% | 620,100 | $13.0M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +3.7% | 540,845 | $11.4M |
| Cim, LLC | 1.48% | Add +3.5% | 539,176 | $11.3M |
| Foundations Investment Advisors, LLC | 0.15% | Add +3.4% | 531,037 | $11.2M |
| Symetra Investment Management Co | 1.94% | Reduce -2.2% | 526,250 | $11.1M |
| Wellington Management Group LLP | 0.00% | Reduce -33.0% | 507,843 | $10.7M |
| Centiva Capital, LP | 0.64% | New | 501,645 | $10.5M |
| Trustmark Bank Trust Department | 0.66% | Reduce -0.7% | 500,258 | $10.5M |
| Toronto Dominion Bank | 0.02% | New | 500,000 | $10.5M |
| APG Asset Management US Inc. | 0.08% | Reduce -67.6% | 480,000 | $10.1M |
| FORM Wealth Advisors, LLC | 1.15% | — | 466,928 | $9.8M |
| Wealthspire Retirement, LLC | 0.58% | Add +3.3% | 456,176 | $9.6M |
| FMR LLC | 0.00% | Reduce -49.2% | 454,704 | $9.5M |
| Millennium Management | 0.01% | New | 451,650 | $9.5M |
| Truist Financial Corp. | 0.01% | Add +19.9% | 430,430 | $9.0M |
| Matthew Goff Investment Advisor, LLC | 1.57% | Add +27.8% | 420,692 | $8.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -9.1% | 417,317 | $8.8M |
| Angeles Wealth Management, LLC | 0.47% | Add +13.6% | 409,980 | $8.6M |
| Diversify Wealth Management, LLC | 0.40% | Add +16.1% | 403,840 | $8.5M |
| Ssi Investment Management LLC | 3.15% | Reduce -7.8% | 401,496 | $8.4M |
| Bramshill Investments, LLC | 0.47% | Reduce -10.1% | 400,000 | $8.4M |
| Vontobel Holding Ltd. | 0.03% | Add +1366.7% | 396,000 | $8.3M |
| Fortitude Family Office, LLC | 1.92% | Add +3123.7% | 391,037 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.0% | 388,329 | $8.2M |
| Hilton Capital Management, LLC | 0.59% | Reduce -28.2% | 372,519 | $7.8M |
| Citadel Advisors | 0.01% | Reduce -45.0% | 357,021 | $7.5M |
| GoalVest Advisory LLC | 1.41% | Add +988.4% | 350,294 | $7.4M |
| First Manhattan Co. Llc. | 0.02% | No change | 350,000 | $7.3M |
| Sona Asset Management (us) LLC | 0.43% | Add +91.2% | 319,787 | $6.7M |
| SAM Advisors, LLC | 2.05% | Add +3.5% | 308,742 | $6.5M |
| Simplicity Wealth,LLC | 0.37% | Add +0.5% | 299,155 | $6.3M |
| AdvisorNet Financial, Inc | 0.33% | Add +31.7% | 298,955 | $6.3M |
| Stephens Inc. | 0.08% | Reduce -4.3% | 295,707 | $6.2M |
| Kingsview Wealth Management, LLC | 0.09% | Add +28.1% | 294,435 | $6.2M |
| CENTRAL TRUST Co | 0.12% | Add +11.3% | 284,412 | $6.0M |
| Pinion Investment Advisors, LLC | 1.44% | Add +703.4% | 281,872 | $5.9M |
| TigerOak Management, L.L.C. | 1.74% | Add +19.8% | 271,147 | $5.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.68% | Add +5.3% | 270,552 | $5.7M |
| Renaissance Technologies | 0.01% | Reduce -92.2% | 268,458 | $5.6M |
| Donoghue Forlines LLC | 1.72% | Reduce -77.0% | 265,264 | $5.6M |
| Sage Financial Group Inc. | 0.37% | Add +320.2% | 263,584 | $5.5M |
| Wedbush Securities Inc. | 0.16% | Add +0.6% | 258,710 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +18.7% | 251,969 | $5.3M |
| Macquarie Group Ltd. | 0.02% | Reduce -62.9% | 250,000 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.8% | 246,560 | $5.2M |
| Comerica Bank | 0.02% | Add +0.5% | 242,262 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -46.5% | 240,299 | $5.0M |
| Merit Financial Group, LLC | 0.04% | Add +0.8% | 237,983 | $5.0M |
| Advisory Alpha, LLC | 0.13% | Add +30.0% | 233,748 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -43.8% | 230,151 | $4.8M |
| Piedmont Capital Management, LLC | 2.41% | Add +6.9% | 224,508 | $4.7M |
| First Citizens Bank & Trust Co. | 0.10% | Reduce -4.9% | 224,203 | $4.7M |
| Financial Advisory Partners, LLC | 1.30% | Add +10.9% | 220,045 | $4.6M |
| Guardian Asset Advisors, LLC | 2.30% | Add +3.1% | 210,410 | $4.4M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +0.4% | 200,904 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -13.2% | 199,036 | $4.2M |
| Asset Allocation Strategies LLC | 0.77% | Add +78.5% | 198,526 | $4.2M |
| Two Sigma Securities, LLC | 0.57% | Add +5.9% | 196,574 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 195,513 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -66.6% | 194,812 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -49.5% | 192,459 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +14.4% | 190,684 | $4.0M |
| Ritholtz Wealth Management | 0.07% | New | 190,202 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -16.8% | 183,834 | $3.9M |
| Matrix Private Capital Group LLC | 1.96% | Reduce -0.2% | 183,781 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.3% | 183,110 | $3.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +3.2% | 179,926 | $3.8M |
| Virtue Capital Management, LLC | 0.58% | Add +3832.5% | 179,674 | $3.8M |
| J.Safra Asset Management Corp | 0.20% | Add +10.1% | 177,702 | $3.7M |
| Central Pacific Bank - Trust Division | 0.46% | Reduce -10.2% | 173,085 | $3.6M |
| Sykon Capital LLC | 1.16% | Add +6.7% | 172,197 | $3.6M |
| Bay Capital Advisors, LLC | 2.18% | Reduce -41.6% | 170,479 | $3.6M |
| Blue Fin Capital, Inc. | 0.54% | Add +4.1% | 165,392 | $3.5M |
| McAdam, LLC | 0.16% | Reduce -4.4% | 165,238 | $3.5M |
| Founders Financial Securities LLC | 0.20% | Add +75.1% | 162,211 | $3.4M |
| Winthrop Partners - WNY, LLC | 1.77% | — | 156,606 | $3.3M |
| Ti-Trust, Inc. | 2.03% | No change | 156,536 | $3.3M |
| Appleton Partners Inc. | 0.22% | Add +3.0% | 156,205 | $3.3M |
| Exchange Traded Concepts, LLC | 0.03% | Add +126.9% | 155,877 | $3.3M |
| HCR Wealth Advisors | 0.32% | Reduce -3.5% | 155,677 | $3.3M |
| Adell Harriman & Carpenter Inc. | 0.19% | Reduce -0.4% | 153,848 | $3.2M |
| Spire Wealth Management | 0.11% | Reduce -36.7% | 153,284 | $3.2M |
| Crabel Capital Management, LLC | 2.42% | Reduce -3.7% | 152,730 | $3.2M |
| Novem Group | 0.37% | Add +18.5% | 150,916 | $3.2M |
| Barclays PLC | 0.00% | New | 150,000 | $3.1M |
| National Philanthropic Trust | 0.03% | No change | 143,061 | $3.0M |
| Old Port Advisors | 0.74% | Reduce -0.5% | 142,945 | $3.0M |
| Mount Lucas Management LP | 1.32% | Add +4.0% | 142,370 | $3.0M |
| NorthCoast Asset Management LLC | 0.07% | Add +5.0% | 142,122 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 141,346 | $3.0M |
| Brendel Financial Advisors LLC | 1.45% | Add +2.2% | 139,929 | $2.9M |
| Regatta Capital Group, LLC | 0.44% | Add +0.4% | 137,944 | $2.9M |
| AE Wealth Management LLC | 0.02% | Add +2.6% | 137,300 | $2.9M |
| Florin Court Capital LLP | 4.01% | Reduce -24.8% | 137,200 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.3% | 136,441 | $2.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.50% | Add +4.2% | 134,129 | $2.8M |
| Great Diamond Partners, LLC | 0.54% | Add +3.7% | 133,297 | $2.8M |
| Mittelman Wealth Management | 1.82% | Reduce -1.7% | 133,224 | $2.8M |
| Clear Creek Financial Management, LLC | 0.23% | Reduce -11.2% | 132,160 | $2.8M |
| Castlekeep Investment Advisors LLC | 1.24% | Add +17.1% | 130,757 | $2.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +2.3% | 129,966 | $2.7M |
| Fiduciary Alliance LLC | 0.18% | Add +17.6% | 129,350 | $2.7M |
| Perennial Advisors, LLC | 0.45% | Add +10.0% | 127,309 | $2.7M |
| Fiduciary Financial Group, LLC | 0.38% | Add +23.6% | 127,140 | $2.7M |
| Mariner, LLC | 0.00% | Reduce -10.7% | 125,883 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +5.1% | 125,681 | $2.6M |
| Fiera Capital Corp | 0.01% | No change | 125,000 | $2.6M |
| Edgestream Partners, L.P. | 0.07% | Reduce -24.3% | 122,004 | $2.6M |
| Destination Wealth Management | 0.07% | Reduce -0.7% | 121,483 | $2.6M |
| TT Capital Management LLC | 2.01% | Reduce -8.7% | 120,173 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Add +3.3% | 120,006 | $2.5M |
| Tradewinds Capital Management, LLC | 0.53% | Add +2.2% | 119,769 | $2.5M |
| WT Wealth Management | 0.72% | Reduce -6.8% | 119,019 | $2.5M |
| Clark Capital Management Group, Inc. | 0.02% | Add +11.7% | 118,284 | $2.5M |
| Guidance Capital, Inc. | 0.61% | Reduce -32.7% | 118,677 | $2.5M |
| Peddock Capital Advisors, LLC | 0.52% | Add +37.4% | 117,956 | $2.5M |
| Valpey Financial Services, LLC | 1.58% | Add +5.2% | 117,926 | $2.5M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -6.8% | 114,697 | $2.4M |
| Charles Schwab Trust Co | 0.16% | Reduce -0.1% | 113,667 | $2.4M |
| Tempo Wealth, LLC | 0.41% | — | 110,389 | $2.3M |
| Global Retirement Partners, LLC | 0.04% | Add +42.5% | 107,727 | $2.3M |
| Icon Advisers Inc. | 0.50% | New | 107,699 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -21.5% | 107,493 | $2.3M |
| Garner Asset Management Corp | 0.84% | Reduce -5.1% | 104,642 | $2.2M |
| IFG Advisors, LLC | 0.37% | Add +14.3% | 104,473 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.3% | 104,369 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +1.9% | 102,440 | $2.2M |
| Signal Advisors Wealth, LLC | 0.17% | Add +131.4% | 102,319 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.5% | 97,772 | $2.1M |
| Integrated Advisors Network LLC | 0.09% | Reduce -8.8% | 96,253 | $2.0M |
| Oasis Advisors, LLC | 1.04% | — | 93,403 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +21.1% | 91,193 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +30.6% | 89,133 | $1.9M |
| Iams Wealth Management, LLC | 0.68% | Add +79.5% | 89,128 | $1.9M |
| Nikulski Financial, Inc. | 0.44% | Add +77.8% | 86,724 | $1.8M |
| American Beacon Advisors, Inc. | 20.37% | Reduce -26.1% | 86,548 | $1.8M |
| Impact Partnership Wealth, LLC | 0.23% | Add +9.1% | 84,217 | $1.8M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 82,505 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.6% | 81,966 | $1.7M |
| Independent Wealth Network Inc. | 0.51% | Add +7.2% | 78,747 | $1.7M |
| Tailwinds Wealth, LLC | 1.76% | — | 77,682 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.9% | 75,134 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 74,985 | $1.6M |
| TD Private Client Wealth LLC | 0.03% | Add +12.1% | 74,735 | $1.6M |
| Virtus Fixed Income Advisers, LLC | 1.26% | Add +205.6% | 71,305 | $1.5M |
| Cwm, LLC | 0.00% | Reduce -3.2% | 68,993 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -33.0% | 67,000 | $1.4M |
| Left Brain Wealth Management, LLC | 0.48% | Add +3.1% | 66,006 | $1.4M |
| FC Advisory LLC | 0.39% | Add +0.5% | 64,578 | $1.4M |
| AEGON USA Investment Management, LLC | 1.19% | No change | 63,000 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Reduce -14.3% | 62,876 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -70.9% | 62,449 | $1.3M |
| Bennett Selby Investments LP | 0.42% | Add +385.7% | 62,090 | $1.3M |
| Verity Asset Management, Inc. | 0.55% | Add +11.5% | 60,913 | $1.3M |
| Triumph Capital Management | 0.27% | Reduce -0.7% | 60,312 | $1.3M |
| Sig Brokerage, LP | 0.42% | No change | 60,000 | $1.3M |
| Hilltop Holdings Inc. | 0.07% | Reduce -43.5% | 59,388 | $1.2M |
| J Hagan Capital, Inc. | 0.67% | Reduce -66.8% | 58,079 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +8.5% | 56,869 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -48.8% | 56,512 | $1.2M |
| Wagner Wealth Management, LLC | 0.25% | Add +0.4% | 55,928 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Add +4.1% | 55,405 | $1.2M |
| First United Bank & Trust | 0.37% | Add +64.4% | 55,358 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +7.1% | 54,399 | $1.1M |
| Motiv8 Investments LLC | 0.60% | Add +1.8% | 52,686 | $1.1M |
| Ascentis Independent Advisors | 0.18% | Add +72.7% | 52,262 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -10.3% | 52,188 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.26% | Reduce -20.9% | 51,839 | $1.1M |
| Marble Wealth, LLC | 0.15% | — | 51,549 | $1.1M |
| Verus Capital Partners, LLC | 0.07% | Reduce -40.5% | 51,458 | $1.1M |
| Cumberland Partners Ltd | 0.06% | No change | 50,000 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | No change | 50,000 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -0.7% | 49,310 | $1.0M |
| Brookwood Investment Group LLC | 0.12% | Reduce -4.8% | 48,990 | $1.0M |
| &partners | 0.01% | Add +7.6% | 48,362 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +1.2% | 48,207 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -9.1% | 47,391 | $995K |
| World Investment Advisors | 0.02% | Reduce -12.4% | 46,124 | $969K |
| Optima Capital LLC | 0.42% | Reduce -6.3% | 45,916 | $964K |
| Flagstar Securities, Inc. | 0.32% | Reduce -0.8% | 45,728 | $960K |
| MAI Capital Management | 0.01% | Reduce -1.8% | 45,188 | $949K |
| IAM Advisory, LLC | 0.21% | Add +1.2% | 45,021 | $945K |
| Mgo One Seven LLC | 0.02% | Add +6.7% | 44,702 | $939K |
| Focus Partners Wealth | 0.00% | Reduce -9.9% | 44,291 | $930K |
| Invst, LLC | 0.10% | Reduce -1.8% | 43,524 | $914K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -10.2% | 42,589 | $894K |
| SageView Advisory Group, LLC | 0.03% | Reduce -4.3% | 42,316 | $889K |
| Ninety One North America, Inc. | 0.04% | No change | 42,200 | $886K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -8.1% | 41,656 | $875K |
| First Trust Advisors LP | 0.00% | Add +6.0% | 41,293 | $867K |
| Atria Investments, Inc | 0.01% | Reduce -29.8% | 41,104 | $863K |
| Cobblestone Asset Management LLC | 0.39% | Add +72.8% | 41,030 | $862K |
| Commerce Bank | 0.00% | Add +2.2% | 40,619 | $853K |
| Intrust Bank NA | 0.07% | No change | 40,404 | $848K |
| Operose Advisors LLC | 0.19% | Add +9.2% | 39,077 | $821K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -15.6% | 38,482 | $808K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.7% | 38,092 | $800K |
| BOS Asset Management, LLC | 0.21% | No change | 37,868 | $795K |
| WCG Wealth Advisors LLC | 0.02% | New | 37,783 | $793K |
| Mutual Advisors, LLC | 0.02% | Reduce -48.0% | 36,723 | $771K |
| Insigneo Advisory Services, LLC | 0.06% | Add +97.4% | 36,525 | $767K |
| Gentry Private Wealth, LLC | 0.48% | Add +173.4% | 36,499 | $766K |
| Benjamin Edwards Inc. | 0.01% | Add +2.0% | 35,703 | $750K |
| Summit Financial, LLC | 0.01% | Add +0.4% | 35,364 | $743K |
| High Net Worth Advisory Group LLC | 0.17% | Add +76.9% | 34,500 | $725K |
| Fort Sheridan Advisors LLC | 0.09% | Add +4.2% | 33,990 | $714K |
| Hillsdale Investment Management Inc. | 0.02% | Add +15.6% | 33,000 | $693K |
| XTX Topco Ltd | 0.02% | New | 32,401 | $680K |
| Advyzon Investment Management, LLC | 0.08% | Add +11.4% | 31,138 | $654K |
| StoneX Group Inc. | 0.03% | New | 31,017 | $651K |
| Stelac Advisory Services LLC | 0.23% | Reduce -32.0% | 31,003 | $651K |
| Advisory Services Network, LLC | 0.01% | Add +41.4% | 30,640 | $643K |
| Continental Investors Services, Inc. | 0.83% | Reduce -15.1% | 31,012 | $643K |
| Eagle Bay Advisors LLC | 0.47% | Add +56.7% | 30,573 | $642K |
| Captrust Financial Advisors | 0.00% | New | 30,309 | $636K |
| Pasadena Private Wealth, LLC | 0.09% | Add +1.4% | 29,950 | $629K |
| First Citizens Asset Management, Inc. | 0.22% | Add +9.3% | 29,469 | $619K |
| US Bancorp \de | 0.00% | Reduce -3.0% | 29,427 | $618K |
| Wealthcare Capital Management LLC | 0.06% | Add +6.8% | 28,741 | $604K |
| Sanctuary Advisors, LLC | 0.00% | Add +10.4% | 28,733 | $603K |
| Hancock Whitney Corp. | 0.01% | Reduce -58.2% | 28,614 | $601K |
| Leo Wealth, LLC | 0.04% | New | 18,672 | $600K |
| PFG Investments, LLC | 0.03% | Add +2.5% | 27,947 | $587K |
| CoreCap Advisors, LLC | 0.02% | Reduce -6.3% | 27,850 | $585K |
| Wealthcare Capital Partners, LLC | 0.27% | Add +3.5% | 27,593 | $579K |
| Adams Wealth Management | 0.12% | Reduce -15.2% | 27,361 | $575K |
| CacheTech Inc. | 0.11% | Reduce -15.2% | 27,361 | $575K |
| Strategic Blueprint, LLC | 0.03% | Reduce -4.8% | 27,358 | $575K |
| Farther Finance Advisors, LLC | 0.01% | Add +18.1% | 27,219 | $572K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -1.6% | 26,942 | $566K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | Reduce -0.4% | 26,775 | $562K |
| Lewis Asset Management, LLC | 0.23% | No change | 26,625 | $559K |
| K2 Financial Inc. | 0.43% | Add +4.2% | 26,358 | $555K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.9% | 26,356 | $553K |
| Strategic Financial Partners, Ltd. | 0.24% | Add +15.4% | 26,280 | $552K |
| Oder Investment Management, LLC | 0.39% | Add +0.5% | 25,719 | $540K |
| New Wave Wealth Advisors LLC | 0.20% | Add +78.2% | 25,453 | $535K |
| Sowell Financial Services LLC | 0.02% | Add +4.1% | 25,343 | $532K |
| Cadent Capital Advisors, LLC | 0.14% | Add +0.7% | 25,132 | $528K |
| PFG Advisors | 0.03% | Add +59.8% | 25,047 | $526K |
| Gill Capital Partners, LLC | 0.16% | No change | 24,744 | $520K |
| Concord Wealth Partners | 0.07% | Reduce -4.5% | 24,531 | $515K |
| AA Financial Advisors, LLC | 0.10% | Add +41.3% | 24,503 | $515K |
| EFG International AG | 0.01% | — | 24,445 | $513K |
| Croban | 0.25% | Reduce -1.6% | 24,271 | $510K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +15.7% | 24,251 | $509K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -65.3% | 24,241 | $509K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -27.0% | 24,072 | $506K |
| First City Capital Management, Inc. | 0.26% | Reduce -0.8% | 23,653 | $497K |
| Pacific Excel Wealth Advisors, Inc. | 0.92% | — | 23,109 | $485K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.8% | 22,937 | $482K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.7% | 22,921 | $481K |
| Certuity, LLC | 0.03% | Reduce -10.3% | 22,446 | $471K |
| Ameritas Advisory Services, LLC | 0.02% | Add +691.6% | 22,441 | $471K |
| Tactive Advisors, LLC | 0.14% | Reduce -9.5% | 22,280 | $468K |
| Everpar Advisors LLC | 0.17% | Add +0.3% | 21,538 | $452K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +65.7% | 21,460 | $451K |
| Point Nemo Capital, LLC | 0.44% | — | 21,051 | $442K |
| Everstar Asset Management, LLC | 0.23% | No change | 20,600 | $433K |
| AlphaCentric Advisors LLC | 0.42% | — | 20,252 | $425K |
| Private Advisory Group LLC | 0.03% | New | 19,918 | $418K |
| Riggs Asset Managment Co. Inc. | 0.08% | Reduce -85.8% | 19,882 | $418K |
| Bangor Savings Bank | 0.03% | Reduce -9.3% | 19,708 | $414K |
| Eagle Strategies LLC | 0.05% | Add +0.7% | 19,507 | $410K |
| Blair William & Co. | 0.00% | Reduce -5.9% | 19,249 | $404K |
| Decision Investments, Inc. | 0.43% | — | 18,885 | $397K |
| Lido Advisors, LLC | 0.00% | Add +12.5% | 18,854 | $396K |
| Sequent Planning LLC | 0.10% | Add +11.6% | 18,674 | $392K |
| Investment Partners, LTD. | 0.14% | Add +8.8% | 18,480 | $388K |
| PAX Financial Group, LLC | 0.07% | Add +51.5% | 18,461 | $388K |
| Equitable Holdings, Inc. | 0.00% | Add +2.4% | 18,230 | $383K |
| Nwam LLC | 0.02% | Reduce -5.5% | 18,174 | $382K |
| Cedrus Wealth Group LLC | 0.35% | — | 18,104 | $380K |
| Creative Planning | 0.00% | Add +6.8% | 18,073 | $380K |
| Welch & Forbes LLC | 0.00% | Reduce -17.0% | 17,979 | $378K |
| Dimension Capital Management LLC | 0.05% | No change | 17,840 | $375K |
| Snowden Capital Advisors LLC | 0.01% | Add +7.3% | 17,312 | $364K |
| CWA Asset Management Group, LLC | 0.01% | Add +1.6% | 16,985 | $357K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -77.6% | 16,950 | $356K |
| Richmond Investment Services, LLC | 0.06% | Reduce -3.2% | 16,892 | $355K |
| Focus Financial Network, Inc. | 0.01% | Add +0.5% | 16,834 | $354K |
| Choate Investment Advisors | 0.01% | No change | 16,810 | $353K |
| Joseph P. Lucia & Associates, LLC | 0.13% | No change | 16,808 | $353K |
| Naples Global Advisors, LLC | 0.03% | Add +1.7% | 16,685 | $350K |
| Principal Securities, Inc. | 0.01% | Add +29.1% | 16,637 | $349K |
| Csenge Advisory Group | 0.02% | Add +14.9% | 16,633 | $349K |
| Community Bank & Trust, Waco, Texas | 0.07% | New | 16,500 | $347K |
| Lanark Financial, Inc. | 0.03% | Add +51.3% | 16,416 | $345K |
| Argyle Capital Partners, LLC | 0.25% | Reduce -14.5% | 16,076 | $338K |
| American Institute for Advanced Investment Management, LLP | 0.21% | Reduce -1.3% | 15,925 | $334K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 15,871 | $333K |
| Rothschild Investment LLC | 0.02% | Reduce -3.1% | 15,790 | $332K |
| Regal Investment Advisors LLC | 0.02% | New | 15,300 | $321K |
| Capital Analysts, LLC | 0.01% | Add +6.8% | 15,025 | $316K |
| Boyd Watterson Asset Management LLC | 0.09% | Add +23.8% | 14,948 | $314K |
| Synergy Asset Management, LLC | 0.03% | Add +14.4% | 14,853 | $312K |
| Brookstone Capital Management | 0.00% | Reduce -97.5% | 14,847 | $312K |
| Elm3 Financial Group, LLC | 0.25% | Reduce -29.5% | 14,559 | $306K |
| LJI Wealth Management, LLC | 0.05% | No change | 14,404 | $302K |
| OneAscent Financial Services LLC | 0.03% | New | 14,392 | $302K |
| 4Thought Financial Group Inc. | 0.15% | Add +0.5% | 14,016 | $294K |
| TopTier Wealth Management, LLC | 0.20% | — | 13,997 | $294K |
| Harbour Investments, Inc. | 0.01% | Add +18.1% | 13,942 | $293K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -4.4% | 13,698 | $288K |
| Thompson David Blair | 0.16% | — | 13,669 | $287K |
| United Capital Financial Advisors, LLC | 0.00% | New | 13,648 | $287K |
| Cascade Financial Partners, LLC | 0.03% | Add +0.5% | 13,415 | $282K |
| Alteri Wealth LLC | 0.09% | Add +21.2% | 13,404 | $281K |
| Westview Management dba Westview Investment Advisors | 0.13% | — | 13,295 | $279K |
| NBT Bank, N.A. | 0.02% | No change | 12,765 | $268K |
| Centaurus Financial, Inc. | 0.01% | New | 12,411 | $261K |
| Curtis Advisory Group, LLC | 0.05% | Reduce -0.7% | 12,428 | $261K |
| Lifeworks Advisors, LLC | 0.03% | New | 12,367 | $260K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.2% | 12,340 | $259K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -87.3% | 12,705 | $258K |
| Opal Wealth Advisors, LLC | 0.07% | No change | 12,268 | $258K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.0% | 12,075 | $254K |
| Worth Asset Management, LLC | 0.11% | New | 11,935 | $251K |
| Howard Wealth Management, LLC | 0.11% | Reduce -17.1% | 11,872 | $249K |
| Wealthedge Investment Advisors, LLC | 0.09% | Add +5.2% | 11,408 | $240K |
| Mission Hills Financial Advisory, LLC | 0.12% | Add +7.6% | 11,263 | $237K |
| DAVENPORT & Co LLC | 0.00% | Add +5.1% | 11,247 | $236K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.4% | 11,215 | $236K |
| Navigation Wealth Management, Inc. | 0.35% | Add +6.4% | 11,184 | $235K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 11,100 | $234K |
| IHT Wealth Management, LLC | 0.01% | Add +6.5% | 10,907 | $229K |
| Steinberganna Wealth Management | 0.11% | Reduce -1.7% | 10,786 | $227K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.2% | 10,793 | $225K |
| Money Concepts Capital Corp. | 0.01% | New | 10,439 | $219K |
| M Holdings Securities, Inc. | 0.02% | New | 10,445 | $219K |
| Western Wealth Management, LLC | 0.01% | Add +2.6% | 10,416 | $219K |
| Mainstay Capital Management LLC | 0.02% | Reduce -5.6% | 10,387 | $218K |
| Pacific Point Advisors, LLC | 0.12% | New | 10,358 | $218K |
| 1620 Investment Advisors, Inc. | 0.15% | Reduce -10.7% | 10,357 | $217K |
| Private Trust Co. NA | 0.02% | Add +6.1% | 10,345 | $217K |
| Osborne Partners Capital Management, LLC | 0.01% | New | 10,290 | $216K |
| Cordatus Wealth Management LLC | 0.05% | No change | 10,203 | $214K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 10,000 | $210K |
| First Interstate Bank | 0.01% | New | 9,908 | $208K |
| DMC Group, LLC | 0.14% | Reduce -45.4% | 9,664 | $203K |
| Smith, Moore & Co. | 0.02% | Reduce -2.1% | 9,645 | $203K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 9,533 | $200K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.1% | 9,449 | $198K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +43.3% | 8,625 | $181K |
| Anfield Capital Management, LLC | 0.05% | Add +40.0% | 8,143 | $171K |
| Friedenthal Financial | 0.08% | Reduce -23.9% | 7,668 | $161K |
| International Assets Investment Management, LLC | 0.01% | New | 6,877 | $144K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -54.1% | 6,395 | $134K |
| Allworth Financial LP | 0.00% | Add +0.1% | 6,250 | $131K |
| Cliffwater LLC | 0.03% | No change | 5,902 | $124K |
| Eastern Bank | 0.00% | Add +787.4% | 5,768 | $121K |
| Creative Capital Management Investments LLC | 0.04% | No change | 5,583 | $117K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | New | 5,081 | $107K |
| Aptus Capital Advisors, LLC | 0.00% | Add +677.3% | 5,068 | $106K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 4,743 | $100K |
| IMG Wealth Management, Inc. | 0.06% | Add +4.8% | 4,708 | $99K |
| Strive Financial Group ,LLC | 0.05% | — | 4,254 | $89K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -5.7% | 4,125 | $87K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.0% | 4,083 | $86K |
| LGT Financial Advisors LLC | 0.52% | No change | 4,059 | $85K |
| Ironwood Wealth Management, LLC. | 0.02% | No change | 3,859 | $81K |
| WPG Advisers, LLC | 0.06% | Add +2.8% | 3,613 | $76K |
| LFA - Lugano Financial Advisors SA | 0.04% | New | 3,570 | $75K |
| Cape Investment Advisory, Inc. | 0.02% | Add +33.6% | 3,536 | $74K |
| MeadowBrook Investment Advisors LLC | 0.06% | No change | 3,424 | $72K |
| WealthShield Partners, LLC | 0.01% | Reduce -5.6% | 3,297 | $69K |
| MGB Wealth Management, LLC | 0.02% | No change | 3,200 | $67K |
| Golden State Wealth Management, LLC | 0.01% | No change | 3,153 | $66K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 3,000 | $63K |
| Piscataqua Savings Bank | 0.04% | New | 2,945 | $62K |
| Tucker Asset Management LLC | 0.02% | New | 2,834 | $60K |
| FSA Advisors, Inc. | 0.04% | New | 46,703 | $58K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.9% | 2,540 | $53K |
| Olistico Wealth, LLC | 0.02% | New | 2,410 | $51K |
| Bogart Wealth, LLC | 0.00% | Add +7.6% | 2,373 | $50K |
| Purpose Unlimited Inc. | 0.00% | — | 2,307 | $48K |
| Fifth Third Bancorp | 0.00% | Reduce -50.4% | 2,213 | $46K |
| UMB Bank, n.a. | 0.00% | Reduce -82.5% | 2,200 | $46K |
| McIlrath & Eck, LLC | 0.00% | No change | 2,063 | $43K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +17.1% | 2,050 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.0% | 2,007 | $42K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,000 | $42K |
| Front Row Advisors LLC | 0.01% | No change | 1,911 | $40K |
| AlphaCore Capital LLC | 0.00% | Reduce -98.0% | 1,801 | $38K |
| NFSG Corp | 0.01% | No change | 1,660 | $35K |
| Horizon Financial Services, LLC | 0.01% | Reduce -9.0% | 1,574 | $33K |
| IFP Advisors, Inc | 0.00% | Add +187.9% | 1,503 | $32K |
| Elevated Capital Advisors, LLC | 0.01% | New | 1,447 | $30K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.7% | 1,404 | $29K |
| Ameriflex Group, Inc. | 0.01% | Reduce -50.0% | 1,158 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -35.1% | 1,105 | $23K |
| Caldwell Trust Co | 0.00% | No change | 1,055 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -20.0% | 1,001 | $21K |
| Archer Investment Corp | 0.00% | No change | 1,000 | $21K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +43.1% | 1,000 | $21K |
| Chapman Financial Group, LLC | 0.01% | No change | 800 | $17K |
| Salomon & Ludwin, LLC | 0.00% | No change | 740 | $16K |
| Blueline Advisors LLC | 0.01% | — | 741 | $16K |
| Topsail Wealth Management, LLC | 0.00% | Reduce -15.2% | 560 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 535 | $11K |
| SHP Wealth Management | 0.00% | — | 483 | $10K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 495 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 461 | $10K |
| Strategic Advocates LLC | 0.00% | No change | 412 | $9K |
| Arax Advisory Partners | 0.00% | New | 365 | $8K |
| Westfuller Advisors, LLC | 0.00% | Add +1.9% | 317 | $7K |
| Key Financial Inc | 0.00% | Reduce -26.6% | 245 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 245 | $5K |
| Mechanics Financial Corp | 0.00% | No change | 240 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -25.0% | 237 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 233 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 216 | $5K |
| Arlington Trust Co LLC | 0.00% | New | 200 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 175 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 160 | $3K |
| Crewe Advisors LLC | 0.00% | New | 152 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 122 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +18.4% | 116 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 77 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 75 | $2K |
| Signature Equity Partners, LLC | 0.00% | — | 71 | $1K |
| Navalign, LLC | 0.00% | New | 50 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -98.0% | 50 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +100.0% | 50 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 33 | $686 |
| Costello Asset Management, INC | 0.00% | Add +4.0% | 26 | $541 |
| SouthState Bank Corp | 0.00% | New | 21 | $441 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 14 | $281 |
| Park Square Financial Group, LLC | 0.00% | No change | 13 | $274 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $42 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $21 |
| Wealth Watch Advisors, INC | 0.00% | No change | 1 | $21 |
| Avion Wealth | 0.00% | No change | 24 | $0 |
"% of holder's portfolio" is BKLN's weight in each manager's 13F, not the share of Invesco Senior Loan ETF the manager owns.