Invesco Senior Loan ETFBKLNETF
13F holders, Q2 2026 (June 30)504holders +1
54new positions
53sold out
1famous investor
$20.31avg. 13F price*
At the end of Q2 2026, 504 institutions reported holding Invesco Senior Loan ETF (BKLN) in their 13F filings, up 1 from Q1 2026. 54 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($345.2M), State of Wisconsin Investment Board ($288.6M) and Morgan Stanley ($286.3M). One famous investor held it 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $261.5M |
| Exits | 53 | $209.9M |
All 13F filers, Q1 2026 → Q2 2026: 65,579,927 shares bought and 53,810,359 shares sold, net +11,769,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 504 holders
| BlackRock, Inc. | 0.01% | Reduce -1.6% | 16,947,406 | $345.2M |
| State of Wisconsin Investment Board | 0.58% | Add +206.7% | 14,170,000 | $288.6M |
| Morgan Stanley | 0.02% | Add +7.1% | 14,054,834 | $286.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +36.7% | 11,444,477 | $233.1M |
| UBS Group AG | 0.03% | Reduce -36.6% | 10,656,143 | $217.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.2% | 10,223,166 | $208.2M |
| BNP Paribas | 5.21% | Add +17341.6% | 9,433,095 | $192.2M |
| Invesco Ltd. | 0.01% | Add +7.0% | 9,321,641 | $189.9M |
| Investment Management Corp of Ontario | 2.36% | Reduce -12.5% | 9,154,385 | $186.5M |
| State of Tennessee, Department of Treasury | 0.44% | Add +449.7% | 7,286,366 | $148.4M |
| Barclays PLC | 0.04% | Add +92.5% | 6,878,229 | $140.1M |
| LPL Financial LLC | 0.03% | Add +11.2% | 6,033,723 | $122.9M |
| JPMorgan Chase & Co. | 0.01% | Add +300.5% | 5,994,197 | $121.7M |
| Bank of America Corp. | 0.01% | Add +23.9% | 5,803,226 | $118.2M |
| Ocean Park Asset Management, LLC | 5.02% | Reduce -32.4% | 5,118,118 | $104.3M |
| Ensign Peak Advisors, Inc | 0.17% | Reduce -40.2% | 5,058,716 | $103.0M |
| Assetmark, Inc. | 0.15% | Add +0.0% | 4,377,221 | $89.2M |
| Wellington Management Group LLP | 0.01% | Reduce -73.0% | 4,253,943 | $86.7M |
| Symetra Investment Management Co | 7.49% | Add +16.9% | 4,205,600 | $85.7M |
| Bain Capital Credit, LP | 21.99% | Add +8.6% | 3,971,884 | $80.9M |
| CIBC Asset Management Inc | 0.17% | Reduce -2.3% | 3,713,838 | $75.7M |
| Wells Fargo & Company | 0.01% | Add +7.2% | 3,436,646 | $70.0M |
| BNP Paribas Financial Markets | 0.03% | Reduce -39.7% | 3,246,536 | $66.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.4% | 3,104,324 | $63.2M |
| Sumitomo Life Insurance Co. | 1.03% | Add +64.9% | 3,089,034 | $62.9M |
| Lord, Abbett & Co. LLC | 0.17% | Add +0.3% | 2,817,329 | $57.4M |
| Shenkman Capital Management Inc. | 33.00% | Add +43.6% | 2,753,854 | $57.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.2% | 2,774,406 | $56.5M |
| Aristotle Pacific Capital, LLC | 26.20% | Add +50.4% | 2,714,072 | $55.1M |
| Hikari Tsushin, Inc. | 3.36% | No change | 2,483,848 | $50.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.3% | 2,422,996 | $49.4M |
| WINTON GROUP Ltd | 1.44% | Add +9.0% | 2,179,806 | $44.4M |
| DSC Meridian Capital LP | 14.30% | New | 2,132,742 | $43.4M |
| Man Group plc | 0.07% | Add +258.4% | 1,874,788 | $38.2M |
| Angel Oak Capital Advisors, LLC | 45.92% | Reduce -7.2% | 1,787,193 | $36.4M |
| CNO Financial Group, Inc. | 20.34% | No change | 1,743,750 | $35.5M |
| Hudson Bay Capital Management LP | 0.19% | New | 1,725,000 | $35.1M |
| Ninety One UK Ltd | 0.08% | New | 1,720,467 | $35.0M |
| Rockefeller Capital Management L.P. | 0.05% | Add +10.2% | 1,683,991 | $34.3M |
| Calamos Advisors LLC | 0.17% | Reduce -1.1% | 1,654,787 | $33.7M |
| Koss-Olinger Consulting, LLC | 2.57% | Add +100.5% | 1,639,480 | $33.4M |
| Loomis Sayles & Co. L P | 0.04% | No change | 1,586,632 | $32.3M |
| Cerity Partners LLC | 0.04% | Add +5.7% | 1,509,268 | $30.7M |
| Osaic Holdings, Inc. | 0.03% | Add +7.8% | 1,283,289 | $26.1M |
| Ironwood Wealth Management, Inc. | 10.91% | Add +7.8% | 1,262,833 | $25.8M |
| Millennium Management | 0.02% | New | 1,241,428 | $25.3M |
| New York Life Investment Management LLC | 0.17% | Add +10.2% | 1,227,511 | $25.0M |
| Liberty Mutual Group Asset Management Inc. | 2.18% | No change | 1,225,000 | $25.0M |
| Factory Mutual Insurance Co. | 0.23% | No change | 1,200,000 | $24.4M |
| Strategic Investment Advisors / MI | 1.37% | Reduce -4.9% | 1,114,142 | $22.7M |
| Federated Hermes, Inc. | 0.03% | Add +4.2% | 1,105,845 | $22.5M |
| Citigroup Inc. | 0.01% | Reduce -67.7% | 1,103,202 | $22.5M |
| Franklin Resources Inc. | 0.00% | Reduce -6.5% | 1,061,928 | $21.6M |
| Estate Counselors, LLC | 1.83% | New | 1,047,578 | $21.3M |
| Donoghue Forlines LLC | 5.43% | New | 1,030,334 | $21.0M |
| 1607 Capital Partners, LLC | 1.67% | Reduce -53.8% | 941,815 | $19.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.0% | 927,680 | $18.9M |
| Royal Bank of Canada | 0.00% | Add +43.3% | 913,296 | $18.6M |
| Trajan Wealth LLC | 0.70% | Add +3.2% | 907,709 | $18.5M |
| Catalyst Capital Advisors LLC | 0.30% | No change | 901,688 | $18.4M |
| Inspire Advisors, LLC | 1.27% | Add +3.7% | 891,983 | $18.2M |
| Diversify Advisory Services, LLC | 0.30% | New | 873,277 | $17.8M |
| Diversify Wealth Management, LLC | 0.30% | Reduce -78.8% | 873,277 | $17.8M |
| Cetera Investment Advisers | 0.02% | Add +49.2% | 864,110 | $17.6M |
| Wellington Grp LLC | 4.64% | Add +5.5% | 861,413 | $17.5M |
| Cresset Asset Management, LLC | 0.06% | Add +0.7% | 846,767 | $17.2M |
| Schroder Investment Management Group | 0.01% | Add +104.2% | 799,904 | $16.2M |
| One William Street Capital Management, L.P. | 37.13% | Add +6.3% | 770,977 | $15.7M |
| Park Avenue Securities LLC | 0.10% | Add +31.0% | 770,757 | $15.7M |
| CIBC Bancorp USA Inc. | 0.02% | Reduce -59.8% | 764,490 | $15.6M |
| Guggenheim Capital LLC | 0.10% | Reduce -10.9% | 751,918 | $15.3M |
| National Bank of Canada | 0.01% | Add +10.0% | 746,076 | $15.2M |
| Endurance Services Ltd | 2.32% | No change | 743,494 | $15.1M |
| D.A. Davidson & Co. | 0.08% | Add +9.5% | 738,883 | $15.1M |
| MML Investors Services, LLC | 0.03% | Add +15.8% | 728,629 | $14.8M |
| Wealthcare Advisory Partners LLC | 0.28% | Add +17.9% | 715,314 | $14.6M |
| RFG Holdings, Inc. | 2.99% | Reduce -8.3% | 700,110 | $14.3M |
| Foundations Investment Advisors, LLC | 0.14% | Add +28.6% | 648,495 | $13.2M |
| Courage Capital Management LLC | 19.61% | No change | 648,000 | $13.2M |
| Bank of Montreal | 0.00% | Reduce -4.4% | 574,314 | $11.7M |
| Prudential PLC | 0.08% | Reduce -67.3% | 567,826 | $11.6M |
| Cim, LLC | 1.46% | Add +0.3% | 554,155 | $11.3M |
| Victory Capital Management Inc. | 0.01% | New | 552,296 | $11.3M |
| Mechanics Bank Trust Department | 1.36% | Reduce -12.1% | 538,476 | $11.0M |
| FORM Wealth Advisors, LLC | 1.20% | Add +70.4% | 533,675 | $10.9M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.32% | No change | 493,800 | $10.1M |
| Garda Capital Partners LP | 7.09% | New | 490,000 | $10.0M |
| Wealthspire Retirement, LLC | 0.54% | Reduce -4.2% | 486,637 | $9.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.06% | No change | 485,000 | $9.9M |
| Fortitude Family Office, LLC | 1.92% | Add +14.3% | 482,276 | $9.8M |
| APG Asset Management US Inc. | 0.07% | No change | 480,000 | $9.8M |
| Sei Investments Co. | 0.01% | Add +170.8% | 472,695 | $9.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -18.1% | 452,885 | $9.2M |
| Matthew Goff Investment Advisor, LLC | 1.54% | Add +7.5% | 447,190 | $9.1M |
| Angeles Wealth Management, LLC | 0.41% | Reduce -0.3% | 443,742 | $9.0M |
| Exchange Traded Concepts, LLC | 0.04% | Add +26.0% | 443,418 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -29.2% | 433,417 | $8.8M |
| Permanens Capital L.P. | 0.91% | Add +12.7% | 432,210 | $8.8M |
| Prevail Innovative Wealth Advisors, LLC | 1.29% | Reduce -0.9% | 426,236 | $8.7M |
| CENTRAL TRUST Co | 0.15% | Add +37.5% | 410,831 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +63.9% | 410,148 | $8.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.6% | 372,128 | $7.6M |
| Merit Financial Group, LLC | 0.05% | Add +76.7% | 364,571 | $7.4M |
| AdvisorNet Financial, Inc | 0.34% | Add +17.9% | 362,948 | $7.4M |
| PPM America Inc. | 48.68% | New | 360,000 | $7.3M |
| SAM Advisors, LLC | 1.84% | Add +4.5% | 330,241 | $6.7M |
| TigerOak Management, L.L.C. | 1.83% | Add +1.2% | 319,165 | $6.5M |
| Cordoba Advisory Partners LLC | 1.32% | Add +1.6% | 304,818 | $6.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +17.3% | 299,236 | $6.1M |
| Truist Financial Corp. | 0.01% | Reduce -8.6% | 288,944 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Add +15.0% | 283,495 | $5.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.64% | Add +3.4% | 282,643 | $5.8M |
| Stephens Inc. | 0.06% | Reduce -7.7% | 273,015 | $5.6M |
| First Citizens Bank & Trust Co. | 0.08% | Add +14.7% | 258,638 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +29.1% | 258,345 | $5.3M |
| Wedbush Securities Inc. | 0.13% | Add +8.6% | 253,447 | $5.2M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -62.9% | 250,000 | $5.1M |
| Macquarie Group Ltd. | 0.02% | No change | 250,000 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -16.1% | 247,873 | $5.0M |
| Piedmont Capital Management, LLC | 2.52% | Add +5.6% | 245,326 | $5.0M |
| Centiva Capital, LP | 0.16% | Add +188.2% | 239,233 | $4.9M |
| Trustmark Bank Trust Department | 0.29% | Reduce -4.8% | 238,895 | $4.9M |
| Financial Advisory Partners, LLC | 1.27% | Add +8.0% | 238,710 | $4.9M |
| Ritholtz Wealth Management | 0.07% | Reduce -4.8% | 232,652 | $4.7M |
| Group One Trading LLC | 0.13% | Reduce -1.3% | 220,941 | $4.5M |
| Simplicity Wealth,LLC | 0.15% | Reduce -28.1% | 218,080 | $4.4M |
| J.Safra Asset Management Corp | 0.20% | Add +12.9% | 215,396 | $4.4M |
| Fifth Third Bancorp | 0.01% | Reduce -5.3% | 213,098 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -27.8% | 210,735 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -1.4% | 208,580 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +44.5% | 205,704 | $4.2M |
| AE Wealth Management LLC | 0.02% | Add +10.1% | 202,301 | $4.1M |
| Auour Investments LLC | 1.16% | Add +37.6% | 198,912 | $4.1M |
| Riggs Asset Managment Co. Inc. | 0.70% | Add +908.8% | 191,679 | $3.9M |
| Guardian Asset Advisors, LLC | 1.75% | Add +11.7% | 186,120 | $3.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +3.0% | 179,357 | $3.7M |
| Blue Fin Capital, Inc. | 0.51% | Reduce -0.3% | 172,585 | $3.5M |
| Regatta Capital Group, LLC | 0.47% | Add +3.8% | 171,086 | $3.5M |
| Appleton Partners Inc. | 0.21% | Add +5.2% | 169,946 | $3.5M |
| Matrix Private Capital Group LLC | 1.50% | Add +0.2% | 169,332 | $3.4M |
| 1832 Asset Management L.P. | 0.00% | Add +99.9% | 166,095 | $3.4M |
| Quadrature Capital Ltd | 0.03% | New | 165,628 | $3.4M |
| Fiduciary Financial Group, LLC | 0.38% | Add +15.4% | 163,389 | $3.3M |
| Mutual Advisors, LLC | 0.06% | Add +328.6% | 162,678 | $3.3M |
| Mount Lucas Management LP | 1.18% | Reduce -0.5% | 162,045 | $3.3M |
| Mariner, LLC | 0.00% | Add +38.6% | 159,129 | $3.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.7% | 159,058 | $3.2M |
| Winthrop Partners - WNY, LLC | 1.59% | Add +3.7% | 158,253 | $3.2M |
| Ti-Trust, Inc. | 1.71% | No change | 156,536 | $3.2M |
| Mittelman Wealth Management | 2.07% | Reduce -77.8% | 33,948 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1696.0% | 1,278,372 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +6.3% | 152,244 | $3.1M |
| Old Port Advisors | 0.61% | Add +1.3% | 150,758 | $3.1M |
| Osborne Partners Capital Management, LLC | 0.17% | Add +1357.5% | 149,975 | $3.1M |
| Adell Harriman & Carpenter Inc. | 0.16% | Reduce -2.2% | 148,783 | $3.0M |
| Strategic Financial Partners, Ltd. | 1.13% | Add +85.1% | 147,604 | $3.0M |
| Bay Capital Advisors, LLC | 1.60% | Reduce -3.5% | 146,308 | $3.0M |
| National Philanthropic Trust | 0.04% | No change | 143,061 | $2.9M |
| Impact Partnership Wealth, LLC | 0.28% | Add +31.6% | 142,291 | $2.9M |
| Charles Schwab Trust Co | 0.16% | Add +0.1% | 140,348 | $2.9M |
| Clark Capital Management Group, Inc. | 0.02% | Add +4.7% | 136,271 | $2.8M |
| IFG Advisors, LLC | 0.38% | Add +14.9% | 134,967 | $2.7M |
| Destination Wealth Management | 0.06% | Add +13.7% | 133,546 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -17.4% | 133,511 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +20.1% | 133,572 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +1.6% | 128,655 | $2.6M |
| American Beacon Advisors, Inc. | 18.68% | New | 126,700 | $2.6M |
| Spire Wealth Management | 0.08% | Reduce -17.6% | 126,560 | $2.6M |
| Sykon Capital LLC | 0.79% | New | 126,445 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.3% | 126,382 | $2.6M |
| Fiera Capital Corp | 0.01% | No change | 125,000 | $2.5M |
| Valpey Financial Services, LLC | 1.51% | Add +2.1% | 124,097 | $2.5M |
| TT Capital Management LLC | 1.95% | Add +6.9% | 122,687 | $2.5M |
| Peddock Capital Advisors, LLC | 0.50% | Reduce -0.1% | 122,453 | $2.5M |
| Fiduciary Alliance LLC | 0.17% | Reduce -7.2% | 122,267 | $2.5M |
| Deutsche Bank AG | 0.00% | Add +2.0% | 122,038 | $2.5M |
| Garner Asset Management Corp | 0.80% | Add +19.1% | 120,695 | $2.5M |
| Walser Wealth Management Company, A Ltd Liability Co | 1.00% | New | 118,141 | $2.4M |
| Western Wealth Management, LLC | 0.08% | Add +307.2% | 116,355 | $2.4M |
| Tradewinds Capital Management, LLC | 0.42% | Reduce -0.8% | 115,738 | $2.4M |
| Perennial Advisors, LLC | 0.36% | Reduce -11.8% | 112,300 | $2.3M |
| Asset Allocation Strategies LLC | 0.35% | Reduce -37.4% | 110,936 | $2.3M |
| Tempo Wealth, LLC | 0.33% | Add +1.0% | 110,638 | $2.3M |
| WT Wealth Management | 0.62% | Reduce -20.4% | 109,651 | $2.2M |
| Coppell Advisory Solutions LLC | 0.18% | New | 5,089 | $2.2M |
| First Interstate Bank | 0.11% | Add +250.0% | 106,982 | $2.2M |
| Arq Wealth Advisors, LLC | 0.27% | New | 105,075 | $2.1M |
| Castlekeep Investment Advisors LLC | 1.05% | Reduce -10.2% | 102,771 | $2.1M |
| Global Retirement Partners, LLC | 0.03% | — | 102,078 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +17.7% | 98,233 | $2.0M |
| Founders Financial Securities LLC | 0.10% | Add +26.1% | 94,648 | $1.9M |
| Nikulski Financial, Inc. | 0.41% | Add +0.2% | 93,169 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 89,676 | $1.8M |
| Aletheian Wealth Advisors LLC | 0.77% | Add +3.8% | 87,962 | $1.8M |
| Independent Financial Group, LLC | 0.03% | Add +4.3% | 87,552 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +155.9% | 85,414 | $1.7M |
| Exit Wealth Advisors, LLC. | 0.79% | New | 84,516 | $1.7M |
| Advisory Alpha, LLC | 0.04% | Add +16.8% | 82,005 | $1.7M |
| Prudent Man Advisors, LLC | 0.37% | New | 79,900 | $1.6M |
| Lake Hills Wealth Management, LLC | 0.73% | New | 79,144 | $1.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -7.8% | 79,100 | $1.6M |
| Florin Court Capital LLP | 2.63% | New | 79,000 | $1.6M |
| Nvwm, LLC | 0.32% | Add +171.8% | 77,088 | $1.6M |
| Tidal Investments LLC | 0.00% | Add +160.7% | 76,557 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +2.6% | 75,878 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Reduce -30.2% | 73,648 | $1.5M |
| Marble Wealth, LLC | 0.23% | Add +12.4% | 73,206 | $1.5M |
| Vima LLC | 1.48% | — | 73,178 | $1.5M |
| Apella Capital, LLC | 0.02% | Add +1.7% | 71,863 | $1.5M |
| Ninety One North America, Inc. | 0.07% | New | 71,065 | $1.4M |
| Old Mission Capital LLC | 0.04% | New | 70,480 | $1.4M |
| HCR Wealth Advisors | 0.13% | Reduce -14.1% | 69,625 | $1.4M |
| Triumph Capital Management | 0.26% | Add +11.3% | 69,264 | $1.4M |
| FC Advisory LLC | 0.36% | Add +0.7% | 66,037 | $1.3M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -23.6% | 66,022 | $1.3M |
| HRT Financial LP | 0.00% | Reduce -90.0% | 64,919 | $1.3M |
| AA Financial Advisors, LLC | 0.16% | Reduce -0.5% | 64,873 | $1.3M |
| Left Brain Wealth Management, LLC | 0.39% | Reduce -14.7% | 63,286 | $1.3M |
| TD Private Client Wealth LLC | 0.02% | Reduce -15.4% | 62,588 | $1.3M |
| Ashford Capital Management Inc. | 0.13% | New | 61,256 | $1.2M |
| Walleye Trading LLC | 0.02% | Reduce -72.6% | 59,758 | $1.2M |
| Advisory Solutions Group, LLC | 0.41% | — | 59,053 | $1.2M |
| IMC-Chicago, LLC | 0.01% | New | 59,025 | $1.2M |
| Two Sigma Securities, LLC | 0.10% | Reduce -52.0% | 58,943 | $1.2M |
| CI Investments Inc. | 0.00% | No change | 58,850 | $1.2M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -17.1% | 56,947 | $1.2M |
| Hillsdale Investment Management Inc. | 0.03% | No change | 56,310 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +60.0% | 56,162 | $1.1M |
| 4Thought Financial Group Inc. | 0.54% | Add +4.6% | 56,062 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -7.8% | 55,403 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -10.9% | 54,390 | $1.1M |
| Virtus Fixed Income Advisers, LLC | 0.79% | Add +132.3% | 54,195 | $1.1M |
| &partners | 0.00% | Add +51.1% | 55,083 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +57.9% | 54,085 | $1.1M |
| Wagner Wealth Management, LLC | 0.20% | Reduce -6.7% | 51,984 | $1.1M |
| Cobblestone Asset Management LLC | 0.44% | Add +8.3% | 51,738 | $1.1M |
| Invst, LLC | 0.10% | Add +20.0% | 51,573 | $1.1M |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.6% | 50,568 | $1.0M |
| Flagstar Securities, Inc. | 0.31% | Add +7.4% | 50,334 | $1.0M |
| Garden State Investment Advisory Services LLC | 0.20% | Add +106.6% | 50,240 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -83.3% | 50,000 | $1.0M |
| Simmons Bank | 0.06% | Add +377.9% | 49,750 | $1.0M |
| Ascentis Independent Advisors | 2.59% | Reduce -63.6% | 47,262 | $963K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +88.4% | 46,381 | $945K |
| World Investment Advisors | 0.02% | Reduce -0.1% | 45,850 | $936K |
| AEGON USA Investment Management, LLC | 0.81% | Add +44.4% | 45,500 | $927K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -72.0% | 45,259 | $922K |
| IAM Advisory, LLC | 0.18% | Add +4.4% | 45,119 | $919K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -60.2% | 45,047 | $918K |
| First United Bank & Trust | 0.26% | Reduce -4.2% | 44,134 | $899K |
| MAI Capital Management | 0.00% | Add +1.4% | 43,451 | $885K |
| Crabel Capital Management, LLC | 0.64% | New | 43,105 | $878K |
| First Trust Advisors LP | 0.00% | Add +7.1% | 42,648 | $869K |
| Point Nemo Capital, LLC | 0.44% | New | 42,168 | $859K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.0% | 42,156 | $859K |
| Wealthcare Capital Management LLC | 0.08% | Add +13.8% | 41,537 | $846K |
| Oasis Advisors, LLC | 0.55% | Reduce -98.5% | 41,233 | $840K |
| Waters Parkerson & Co., LLC | 0.04% | Add +27.3% | 41,050 | $836K |
| Commerce Bank | 0.00% | Reduce -0.5% | 40,634 | $828K |
| Intrust Bank NA | 0.06% | No change | 40,404 | $823K |
| Total Clarity Wealth Management, Inc. | 0.16% | Reduce -20.0% | 40,253 | $820K |
| Brookwood Investment Group LLC | 0.09% | Reduce -12.9% | 40,154 | $818K |
| Arkadios Wealth Advisors | 0.01% | Reduce -56.6% | 39,380 | $802K |
| Pinion Investment Advisors, LLC | 0.15% | Reduce -14.3% | 39,373 | $802K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -47.6% | 39,260 | $802K |
| Atria Investments, Inc | 0.01% | Reduce -3.8% | 39,356 | $802K |
| Optima Capital LLC | 0.31% | Reduce -14.4% | 39,018 | $795K |
| OneDigital Investment Advisors LLC | 0.01% | New | 38,497 | $784K |
| Focus Partners Wealth | 0.00% | Add +3.7% | 38,374 | $782K |
| Mgo One Seven LLC | 0.01% | Reduce -11.8% | 38,167 | $777K |
| Summit Financial, LLC | 0.01% | Add +6.0% | 37,947 | $773K |
| Hilltop Holdings Inc. | 0.06% | Reduce -8.7% | 37,328 | $760K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -21.3% | 37,280 | $759K |
| Wealthcare Capital Partners, LLC | 0.31% | Add +11.4% | 36,902 | $752K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +7.8% | 36,327 | $740K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 36,267 | $739K |
| Advisory Services Network, LLC | 0.01% | Add +0.9% | 36,015 | $734K |
| Vontobel Holding Ltd. | 0.00% | No change | 36,000 | $733K |
| Continental Investors Services, Inc. | 0.55% | Add +10.3% | 34,317 | $703K |
| High Net Worth Advisory Group LLC | 0.15% | No change | 34,500 | $703K |
| DV Trading LLC | 0.06% | Add +35.2% | 34,202 | $697K |
| Strategic Blueprint, LLC | 0.03% | Add +31.3% | 33,801 | $689K |
| SageView Advisory Group, LLC | 0.02% | Reduce -7.1% | 32,865 | $669K |
| Balefire, LLC | 0.11% | Add +0.2% | 32,831 | $669K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -9.4% | 32,247 | $657K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -0.9% | 31,997 | $652K |
| First Citizens Asset Management, Inc. | 0.20% | Add +8.7% | 31,234 | $636K |
| Pasadena Private Wealth, LLC | 0.08% | Reduce -0.7% | 30,250 | $616K |
| HSBC Holdings PLC | 0.00% | No change | 29,847 | $608K |
| Ameritas Advisory Services, LLC | 0.01% | Add +147.5% | 29,508 | $601K |
| Captrust Financial Advisors | 0.00% | Reduce -4.0% | 29,280 | $596K |
| StoneX Group Inc. | 0.02% | Reduce -6.1% | 29,198 | $595K |
| CWA Asset Management Group, LLC | 0.02% | New | 29,191 | $595K |
| Operose Advisors LLC | 0.11% | Add +0.3% | 29,085 | $592K |
| Fort Sheridan Advisors LLC | 0.06% | Reduce -6.4% | 28,704 | $585K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -18.4% | 28,500 | $580K |
| XTX Topco Ltd | 0.01% | Add +35.5% | 28,345 | $577K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 28,306 | $577K |
| Lewis Asset Management, LLC | 0.20% | Add +6.5% | 27,835 | $567K |
| Oder Investment Management, LLC | 0.38% | Add +0.5% | 27,760 | $565K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -30.0% | 27,574 | $562K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 26,775 | $545K |
| Tactive Advisors, LLC | 0.13% | Add +14.3% | 26,495 | $540K |
| Stelac Advisory Services LLC | 0.10% | Reduce -5.0% | 26,358 | $537K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 26,351 | $537K |
| McAdam, LLC | 0.02% | Reduce -83.8% | 26,268 | $535K |
| Savvy Advisors, Inc. | 0.01% | Add +8.7% | 26,063 | $531K |
| Eagle Bay Advisors LLC | 0.40% | Reduce -17.0% | 25,997 | $530K |
| Navigation Wealth Management, Inc. | 0.72% | Add +3.1% | 25,661 | $523K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.9% | 25,576 | $521K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +643.5% | 25,220 | $514K |
| Sowell Financial Services LLC | 0.02% | Reduce -2.5% | 25,085 | $511K |
| Gill Capital Partners, LLC | 0.13% | No change | 24,858 | $506K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -7.5% | 24,927 | $506K |
| Integrated Advisors Network LLC | 0.02% | Reduce -10.0% | 24,729 | $504K |
| Everpar Advisors LLC | 0.14% | Add +17.7% | 24,599 | $501K |
| New Wave Wealth Advisors LLC | 0.14% | Reduce -4.1% | 24,400 | $497K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -7.5% | 24,178 | $492K |
| AlphaCentric Advisors LLC | 0.42% | Add +1.7% | 24,153 | $492K |
| GoalVest Advisory LLC | 0.09% | Reduce -14.8% | 24,118 | $491K |
| Nuveen, LLC | 0.00% | Reduce -96.3% | 9,690 | $476K |
| Mather Group, Llc. | 0.00% | Reduce -26.9% | 22,904 | $467K |
| Composition Wealth, LLC | 0.01% | Reduce -4.5% | 22,894 | $466K |
| First City Capital Management, Inc. | 0.23% | No change | 22,808 | $465K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | New | 22,426 | $457K |
| Investment Partners, LTD. | 0.14% | Add +0.9% | 22,297 | $454K |
| Jefferies Financial Group Inc. | 0.00% | New | 22,100 | $450K |
| Concord Wealth Partners | 0.05% | Reduce -3.3% | 21,785 | $444K |
| Parallel Advisors, LLC | 0.01% | Reduce -6.2% | 21,544 | $439K |
| Sage Financial Group Inc. | 0.02% | Reduce -47.4% | 21,252 | $433K |
| Bennett Selby Investments LP | 0.14% | Reduce -66.2% | 20,979 | $427K |
| Community Bank & Trust, Waco, Texas | 0.08% | Add +14.7% | 20,623 | $420K |
| Apollon Wealth Management, LLC | 0.01% | Add +19.5% | 20,609 | $420K |
| Principal Securities, Inc. | 0.01% | Add +99.0% | 20,318 | $414K |
| Rothschild Investment LLC | 0.02% | No change | 19,790 | $403K |
| Eagle Strategies LLC | 0.04% | Add +0.6% | 19,752 | $402K |
| Galilei Investment Office LLP | 0.18% | Add +33.3% | 19,600 | $399K |
| Argyle Capital Partners, LLC | 0.25% | Add +46.6% | 19,549 | $398K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -20.9% | 19,282 | $393K |
| J Hagan Capital, Inc. | 0.18% | Reduce -2.9% | 19,241 | $392K |
| Sequent Planning LLC | 0.08% | Reduce -3.1% | 19,111 | $389K |
| Readystate Asset Management LP | 0.03% | Reduce -55.1% | 18,768 | $382K |
| Decision Investments, Inc. | 0.34% | Reduce -1.1% | 18,585 | $379K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.0% | 18,561 | $378K |
| Centaurus Financial, Inc. | 0.01% | Add +8.8% | 18,412 | $375K |
| Everstar Asset Management, LLC | 0.18% | No change | 18,400 | $375K |
| Lanark Financial, Inc. | 0.02% | Add +3.6% | 17,884 | $364K |
| Dimension Capital Management LLC | 0.04% | No change | 17,840 | $363K |
| Adams Wealth Management | 0.07% | Reduce -25.0% | 17,597 | $358K |
| CacheTech Inc. | 0.06% | Reduce -25.0% | 17,597 | $358K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -30.9% | 17,596 | $358K |
| Qube Research & Technologies Ltd | 0.00% | Add +7.6% | 17,257 | $352K |
| Choate Investment Advisors | 0.01% | No change | 16,810 | $342K |
| Joseph P. Lucia & Associates, LLC | 0.10% | No change | 16,808 | $342K |
| Croban | 0.15% | Reduce -5.5% | 16,704 | $340K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -41.2% | 16,679 | $340K |
| Blair William & Co. | 0.00% | Add +0.1% | 16,604 | $338K |
| Certuity, LLC | 0.02% | No change | 16,488 | $336K |
| R2 Capital Strategies, LLC | 0.15% | — | 16,468 | $335K |
| Naples Global Advisors, LLC | 0.02% | Reduce -2.4% | 16,250 | $331K |
| Kovack Advisors, Inc. | 0.02% | New | 16,020 | $326K |
| Blueline Advisors LLC | 0.22% | Add +14.0% | 15,927 | $324K |
| Nwam LLC | 0.02% | Reduce -10.6% | 15,924 | $324K |
| Regal Investment Advisors LLC | 0.02% | Reduce -5.8% | 15,612 | $318K |
| American Institute for Advanced Investment Management, LLP | 0.18% | No change | 15,355 | $313K |
| OneAscent Financial Services LLC | 0.01% | Add +9.2% | 15,156 | $309K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.8% | 14,897 | $303K |
| Creative Planning | 0.00% | Add +4.1% | 14,848 | $302K |
| Verus Capital Partners, LLC | 0.02% | Reduce -35.0% | 14,825 | $302K |
| Curtis Advisory Group, LLC | 0.06% | Reduce -4.6% | 14,821 | $302K |
| LJI Wealth Management, LLC | 0.04% | No change | 14,404 | $293K |
| Lido Advisors, LLC | 0.00% | New | 14,347 | $292K |
| TopTier Wealth Management, LLC | 0.17% | Reduce -0.1% | 14,192 | $289K |
| Mission Hills Financial Advisory, LLC | 0.13% | No change | 13,994 | $285K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3931.3% | 13,787 | $281K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -24.3% | 13,422 | $273K |
| Cascade Financial Partners, LLC | 0.02% | No change | 13,415 | $273K |
| Evergreen Capital Management LLC | 0.00% | Add +9.2% | 13,110 | $267K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -3.7% | 13,025 | $265K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.9% | 12,984 | $264K |
| NBT Bank, N.A. | 0.02% | No change | 12,765 | $260K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -38.4% | 12,642 | $258K |
| Hexagon Capital Partners LLC | 0.04% | Add +0.0% | 12,623 | $257K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -19.1% | 12,479 | $254K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.3% | 12,269 | $250K |
| Boyd Watterson Asset Management LLC | 0.07% | No change | 12,073 | $246K |
| PFG Investments, LLC | 0.01% | New | 12,032 | $245K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +25.4% | 11,958 | $244K |
| M Holdings Securities, Inc. | 0.03% | Add +9.8% | 11,979 | $243K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -82.5% | 11,784 | $240K |
| Symmetry Partners, LLC | 0.01% | New | 11,717 | $239K |
| Alliancebernstein L.P. | 0.00% | New | 11,665 | $238K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -2.5% | 11,686 | $238K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 11,324 | $231K |
| GTS Securities LLC | 0.00% | New | 11,292 | $230K |
| Bangor Savings Bank | 0.02% | Reduce -14.9% | 11,268 | $230K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 11,100 | $226K |
| Brookstone Capital Management | 0.00% | Reduce -16.8% | 10,746 | $219K |
| Howard Wealth Management, LLC | 0.08% | Reduce -1.6% | 10,529 | $214K |
| Mainstay Capital Management LLC | 0.02% | No change | 10,387 | $212K |
| Value Investment Professionals, LLC | 0.18% | New | 10,358 | $211K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.3% | 10,290 | $210K |
| 1620 Investment Advisors, Inc. | 0.13% | Reduce -0.7% | 10,285 | $210K |
| Cordatus Wealth Management LLC | 0.05% | No change | 10,203 | $208K |
| Sanchez Gaunt Capital Management, LLC | 0.12% | Reduce -39.9% | 10,132 | $206K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 10,000 | $204K |
| Hilltop Wealth Advisors, LLC | 0.10% | New | 9,935 | $202K |
| Thompson David Blair | 0.10% | Reduce -26.6% | 9,869 | $201K |
| Betterment LLC | 0.00% | Add +0.3% | 9,840 | $200K |
| Simplex Trading, LLC | 0.01% | Reduce -92.8% | 9,578 | $195K |
| Ashton Thomas Securities, LLC | 0.03% | Add +100.2% | 9,497 | $193K |
| Continuum Advisory, LLC | 0.01% | New | 8,609 | $175K |
| Private Trust Co. NA | 0.01% | Reduce -27.5% | 8,557 | $174K |
| IMG Wealth Management, Inc. | 0.10% | Add +65.6% | 8,547 | $174K |
| Geneos Wealth Management Inc. | 0.00% | No change | 8,452 | $172K |
| Friedenthal Financial | 0.07% | Reduce -1.4% | 7,561 | $154K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -51.1% | 7,297 | $149K |
| Highland Investment Advisors LLC | 0.06% | — | 6,888 | $140K |
| International Assets Investment Management, LLC | 0.01% | Add +4.6% | 6,302 | $128K |
| Allworth Financial LP | 0.00% | Reduce -3.5% | 6,242 | $127K |
| Cliffwater LLC | 0.03% | No change | 5,902 | $120K |
| Compass Financial Management LLC | 0.01% | — | 5,861 | $120K |
| Rossby Financial, LCC | 0.02% | Add +99.4% | 5,554 | $113K |
| SBI Securities Co., Ltd. | 0.00% | Add +35.6% | 5,211 | $106K |
| IFG Advisory, LLC | 0.00% | No change | 4,805 | $98K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -18.0% | 4,616 | $94K |
| 10Elms LLP | 0.04% | Add +13.5% | 4,200 | $86K |
| Strive Financial Group ,LLC | 0.04% | Reduce -0.5% | 4,134 | $84K |
| LGT Financial Advisors LLC | 0.44% | Reduce -3.0% | 4,101 | $84K |
| Fairscale Capital, LLC | 0.05% | No change | 3,949 | $80K |
| IFP Advisors, Inc | 0.00% | Add +158.5% | 3,909 | $80K |
| Golden State Wealth Management, LLC | 0.01% | Add +19.3% | 3,760 | $77K |
| Cape Investment Advisory, Inc. | 0.02% | New | 3,715 | $76K |
| Forum Finance Group S.A. | 0.03% | Reduce -87.6% | 4,515 | $74K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -88.9% | 3,587 | $73K |
| LFA - Lugano Financial Advisors SA | 0.04% | Reduce -52.8% | 3,570 | $73K |
| Icon Advisers Inc. | 0.01% | Reduce -84.5% | 3,522 | $72K |
| MeadowBrook Investment Advisors LLC | 0.06% | No change | 3,424 | $70K |
| Synergy Investment Management, LLC | 0.02% | Add +4.0% | 3,401 | $69K |
| Capital Analysts, LLC | 0.00% | Add +2.8% | 3,362 | $68K |
| Parkside Financial Bank & Trust | 0.00% | Add +2767.2% | 3,326 | $68K |
| Howe & Rusling Inc. | 0.00% | New | 3,204 | $65K |
| Piscataqua Savings Bank | 0.04% | No change | 2,945 | $60K |
| Olistico Wealth, LLC | 0.02% | Reduce -0.1% | 2,846 | $58K |
| Bogart Wealth, LLC | 0.00% | Add +4.8% | 2,791 | $57K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,540 | $52K |
| Ironwood Wealth Management, LLC. | 0.01% | Reduce -34.7% | 2,521 | $51K |
| FMR LLC | 0.00% | Reduce -91.1% | 2,409 | $49K |
| Purpose Unlimited Inc. | 0.00% | No change | 2,307 | $48K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +9.9% | 2,237 | $46K |
| Bellecapital International Ltd. | 0.01% | New | 2,042 | $42K |
| Front Row Advisors LLC | 0.01% | No change | 1,911 | $39K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,913 | $39K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -69.8% | 1,746 | $36K |
| NFSG Corp | 0.00% | Add +1.5% | 1,712 | $35K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Reduce -45.0% | 1,650 | $34K |
| Key Capital Management, INC | 0.02% | New | 1,530 | $31K |
| US Bancorp \de | 0.00% | Add +114.9% | 1,517 | $31K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.5% | 1,447 | $29K |
| AlphaCore Capital LLC | 0.00% | No change | 1,227 | $25K |
| Ameriflex Group, Inc. | 0.01% | No change | 1,158 | $24K |
| Caldwell Trust Co | 0.00% | No change | 1,055 | $21K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -48.8% | 1,050 | $21K |
| Institute for Wealth Management, LLC. | 0.00% | New | 1,045 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 1,001 | $20K |
| Archer Investment Corp | 0.00% | No change | 1,000 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -18.0% | 908 | $18K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 751 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 740 | $15K |
| Blue Trust, Inc. | 0.00% | New | 659 | $13K |
| Eastern Bank | 0.00% | No change | 650 | $13K |
| Topsail Wealth Management, LLC | 0.00% | No change | 560 | $11K |
| WPG Advisers, LLC | 0.01% | Reduce -38.5% | 535 | $11K |
| SHP Wealth Management | 0.00% | Add +1.6% | 497 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 480 | $10K |
| Arax Advisory Partners | 0.00% | No change | 365 | $7K |
| Balentine LLC | 0.00% | New | 305 | $6K |
| WealthShield Partners, LLC | 0.00% | Reduce -91.7% | 273 | $6K |
| New England Asset Management Inc. | 0.00% | New | 245 | $5K |
| Mechanics Financial Corp | 0.00% | No change | 240 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 237 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 233 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | New | 233 | $5K |
| Asset Dedication, LLC | 0.00% | New | 230 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 200 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 175 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 160 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -9.0% | 122 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 122 | $2K |
| Horizon Financial Services, LLC | 0.00% | No change | 117 | $2K |
| Kingdom Financial Group LLC. | 0.00% | Add +0.0% | 113 | $2K |
| Addison Advisors LLC | 0.00% | New | 107 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 106 | $2K |
| Signature Equity Partners, LLC | 0.00% | Add +1.0% | 101 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 77 | $2K |
| True Wealth Design, LLC | 0.00% | New | 55 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Add +105.3% | 39 | $788 |
| Costello Asset Management, INC | 0.00% | Add +6.3% | 17 | $338 |
| PlanVest Financial, Inc | 0.00% | Add +6.7% | 16 | $330 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 14 | $273 |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -99.2% | 6 | $122 |
| Rakuten Securities, Inc. | 0.00% | New | 5 | $102 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -50.0% | 1 | $20 |
| 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.