SS SPDR BB Conv Sec ETFCWBETF
13F holders, Q1 2026 (March 31)530holders +21
56new positions
39sold out
3famous investors
$91.72avg. 13F price*
At the end of Q1 2026, 530 institutions reported holding SS SPDR BB Conv Sec ETF (CWB) in their 13F filings, up 21 from Q4 2025. 56 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($242.9M), Morgan Stanley ($147.5M) and Wells Fargo & Company ($136.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR BB Conv Sec ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A359
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $75.3M |
| Exits | 39 | $86.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,915,629 shares bought and 9,083,554 shares sold, net −7,167,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 530 holders
| Bank of America Corp. | 0.02% | Add +1.0% | 2,654,014 | $242.9M |
| Morgan Stanley | 0.01% | Add +1.2% | 1,611,345 | $147.5M |
| Wells Fargo & Company | 0.03% | Add +0.7% | 1,493,580 | $136.7M |
| LPL Financial LLC | 0.03% | Reduce -20.8% | 1,250,180 | $114.4M |
| Bessemer Group Inc. | 0.17% | Add +7.4% | 1,215,879 | $111.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +7.8% | 1,123,841 | $102.9M |
| Assetmark, Inc. | 0.16% | Reduce -7.5% | 842,982 | $77.1M |
| Ameriprise Financial Inc. | 0.02% | Add +4.9% | 841,207 | $77.0M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.6% | 753,977 | $69.0M |
| Deutsche Bank AG | 0.02% | Reduce -14.3% | 684,479 | $62.6M |
| Goodman Advisory Group, LLC | 12.42% | Reduce -2.5% | 522,882 | $47.9M |
| UBS Group AG | 0.01% | Add +1.1% | 486,749 | $44.5M |
| Jane Street Group, LLC | 0.04% | Reduce -17.6% | 451,825 | $41.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -79.8% | 449,359 | $41.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -14.6% | 446,402 | $40.9M |
| Bank of Montreal | 0.02% | Reduce -3.1% | 437,880 | $40.1M |
| One Wealth Map LLC | 18.44% | Reduce -6.1% | 371,488 | $37.8M |
| Royal Bank of Canada | 0.01% | Reduce -2.7% | 384,062 | $35.1M |
| New York Life Investment Management LLC | 0.29% | Reduce -20.8% | 374,494 | $34.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -40.7% | 310,778 | $28.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -12.0% | 264,377 | $24.2M |
| River Wealth Advisors LLC | 2.49% | Add +0.8% | 237,136 | $21.7M |
| Estate Counselors, LLC | 1.88% | Add +72.7% | 230,144 | $21.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.1% | 233,908 | $20.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -15.1% | 214,145 | $19.6M |
| Truist Financial Corp. | 0.03% | Reduce -1.9% | 209,450 | $19.2M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 195,944 | $17.9M |
| XML Financial, LLC | 1.38% | Reduce -0.8% | 186,523 | $17.1M |
| Waldron Private Wealth LLC | 0.64% | Reduce -3.4% | 180,557 | $16.5M |
| Guggenheim Capital LLC | 0.12% | Add +1.7% | 169,507 | $15.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -34.5% | 156,375 | $14.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.9% | 154,164 | $14.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.3% | 148,772 | $13.6M |
| AMG National Trust Bank | 0.27% | Add +5.8% | 133,926 | $12.3M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -1.7% | 132,117 | $12.1M |
| Modera Wealth Management, LLC | 0.14% | Reduce -6.4% | 131,389 | $12.0M |
| Kingsview Wealth Management, LLC | 0.16% | New | 130,481 | $11.9M |
| McAdam, LLC | 0.53% | Add +5.1% | 129,377 | $11.8M |
| Advisors Preferred, LLC | 1.69% | Add +71.2% | 125,232 | $11.5M |
| Cetera Investment Advisers | 0.01% | Reduce -91.5% | 121,412 | $11.1M |
| William Mack & Associates, Inc. | 6.22% | Reduce -34.5% | 118,869 | $10.9M |
| Advyzon Investment Management, LLC | 0.92% | Add +416.2% | 112,369 | $10.3M |
| Anderson Financial Strategies, LLC | 5.51% | Reduce -3.5% | 96,476 | $10.0M |
| Strategic Investment Advisors / MI | 0.67% | Add +8.5% | 105,804 | $9.7M |
| Financial & Tax Architects, LLC | 2.15% | New | 105,088 | $9.6M |
| Bluefin Capital Management, LLC | 11.22% | New | 104,719 | $9.6M |
| Paulson Wealth Management Inc. | 2.15% | Reduce -39.5% | 100,332 | $9.2M |
| NTV Asset Management LLC | 0.98% | Reduce -3.4% | 97,403 | $8.9M |
| Win Advisors, Inc. | 4.04% | New | 96,539 | $8.8M |
| MML Investors Services, LLC | 0.02% | Reduce -20.2% | 95,629 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -0.7% | 91,693 | $8.4M |
| Paladin Partners, LLC | 5.96% | Add +12.7% | 90,367 | $8.3M |
| Windsor Capital Management, LLC | 2.36% | Reduce -3.0% | 86,438 | $7.9M |
| Spectrum Wealth Advisory Group, LLC | 2.91% | Add +2.5% | 85,625 | $7.8M |
| Prudential Financial Inc. | 0.01% | Add +22.4% | 82,830 | $7.6M |
| Discipline Wealth Solutions, LLC | 0.77% | Add +2039.8% | 79,794 | $7.3M |
| Nomura Asset Management Co. Ltd. | 0.02% | No change | 75,056 | $6.9M |
| NorthCoast Asset Management LLC | 0.16% | Add +5.7% | 74,265 | $6.8M |
| Arkos Global Advisors | 0.84% | Add +2.9% | 73,471 | $6.7M |
| Baron Financial Group, LLC | 3.57% | Reduce -0.2% | 72,386 | $6.6M |
| Finward Bancorp | 5.13% | Add +1.4% | 70,137 | $6.4M |
| Riggs Asset Managment Co. Inc. | 1.28% | Add +11.4% | 68,068 | $6.2M |
| Citigroup Inc. | 0.00% | Add +7.2% | 67,150 | $6.1M |
| HMS Capital Management, LLC | 2.36% | Reduce -4.9% | 66,766 | $6.1M |
| US Bancorp \de | 0.01% | Add +85.0% | 66,300 | $6.1M |
| Creative Planning | 0.00% | Add +2.0% | 66,228 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -31.3% | 65,025 | $6.0M |
| David J Yvars Group | 3.20% | Add +2.1% | 62,571 | $5.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +8.0% | 61,317 | $5.6M |
| Brindle & Bay Financial Advisors, LLC | 3.18% | Add +12.5% | 56,593 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 55,688 | $5.1M |
| Sterling Investment Advisors, Ltd. | 0.90% | Add +0.2% | 54,361 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.1% | 54,090 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -2.2% | 52,362 | $4.8M |
| Prospera Financial Services Inc | 0.08% | Reduce -8.7% | 51,349 | $4.7M |
| Allworth Financial LP | 0.02% | Reduce -10.3% | 51,261 | $4.7M |
| NewSquare Capital LLC | 0.41% | New | 51,207 | $4.7M |
| Hershey Financial Advisers, LLC | 4.02% | Add +25.5% | 50,884 | $4.7M |
| Sage Capital Management, LLC | 2.14% | Add +0.5% | 49,660 | $4.5M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -5.1% | 43,527 | $4.4M |
| AXS Investments LLC | 1.72% | Reduce -7.7% | 46,587 | $4.3M |
| Guardian Capital, LLC | 3.91% | Add +224.3% | 44,695 | $4.1M |
| Indivisible Partners | 0.36% | Add +35.3% | 44,085 | $4.0M |
| IFP Advisors, Inc | 0.08% | Add +4.2% | 43,804 | $4.0M |
| Wesbanco Bank Inc. | 0.11% | Reduce -8.6% | 43,579 | $4.0M |
| Cim, LLC | 0.58% | Reduce -1.1% | 43,472 | $4.0M |
| Ocean Park Asset Management, LLC | 0.22% | Add +75.3% | 42,475 | $3.9M |
| Exchange Traded Concepts, LLC | 0.03% | Add +75.3% | 42,475 | $3.9M |
| Nilsine Partners, LLC | 0.30% | New | 37,822 | $3.8M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -24.4% | 40,729 | $3.7M |
| EFG International AG | 0.08% | Reduce -0.6% | 40,475 | $3.7M |
| Optivise Advisory Services LLC | 2.21% | Reduce -1.4% | 39,923 | $3.7M |
| Midwest Professional Planners, LTD. | 0.84% | New | 38,939 | $3.6M |
| Transamerica Financial Advisors, LLC | 0.29% | Add +21.0% | 37,797 | $3.5M |
| Sentinel Advisory Group, LLC | 1.68% | — | 37,719 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -16.7% | 37,851 | $3.4M |
| Mariner, LLC | 0.00% | Add +145.6% | 36,719 | $3.4M |
| Petix & Botte Co | 1.46% | Reduce -52.7% | 35,545 | $3.3M |
| Galvin, Gaustad & Stein, LLC | 0.26% | Add +885.1% | 35,463 | $3.2M |
| Mount Lucas Management LP | 1.17% | Add +5.9% | 34,764 | $3.2M |
| Graetz Wealth LLC | 2.81% | Add +19.1% | 34,399 | $3.1M |
| HF Advisory Group, LLC | 1.06% | Add +3.1% | 34,109 | $3.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.0% | 33,736 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.5% | 33,653 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +1.8% | 32,870 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +4.9% | 33,406 | $3.0M |
| Chesapeake Capital Corp. | 2.11% | Add +74.2% | 31,997 | $2.9M |
| Tidal Investments LLC | 0.01% | Add +74.2% | 31,997 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Reduce -5.5% | 31,555 | $2.9M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +34.4% | 30,995 | $2.8M |
| Emissary Wealth LLC | 2.65% | Add +11.8% | 30,864 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.5% | 30,821 | $2.8M |
| Thrive Capital Management, LLC | 0.61% | Add +11.6% | 30,655 | $2.8M |
| Aletheian Wealth Advisors LLC | 1.36% | — | 30,377 | $2.8M |
| Confluence Wealth Services, Inc. | 0.11% | Add +4.8% | 30,356 | $2.8M |
| Powell Investment Advisors, LLC | 0.95% | Reduce -1.4% | 30,227 | $2.8M |
| Hudson Portfolio Management LLC | 2.29% | Add +5.2% | 29,642 | $2.7M |
| Kingsbury Capital Investment Advisors LLC | 2.53% | — | 29,472 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +16.9% | 30,145 | $2.7M |
| Dorsey Wright & Associates | 0.33% | Add +603.9% | 29,291 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.3% | 29,151 | $2.7M |
| FOCUS Wealth Advisors, LLC | 1.30% | Reduce -4.7% | 29,071 | $2.7M |
| TD Asset Management Inc | 0.00% | New | 27,800 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +99.7% | 27,049 | $2.5M |
| Sykon Capital LLC | 0.81% | Reduce -5.8% | 26,563 | $2.4M |
| CreativeOne Wealth, LLC | 0.06% | Add +2.0% | 26,192 | $2.4M |
| Sowell Financial Services LLC | 0.09% | Reduce -4.5% | 25,804 | $2.4M |
| Stirlingshire Investments, Inc. | 2.02% | Add +538.7% | 25,179 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -51.6% | 24,004 | $2.2M |
| Disciplined Investments, LLC | 0.79% | Reduce -0.2% | 23,991 | $2.2M |
| Principal Securities, Inc. | 0.03% | Add +5.2% | 23,946 | $2.2M |
| Talon Private Wealth, LLC | 0.29% | — | 23,912 | $2.2M |
| Private Advisory Group LLC | 0.15% | Reduce -0.5% | 23,556 | $2.2M |
| Everstar Asset Management, LLC | 1.14% | Reduce -4.5% | 23,380 | $2.1M |
| Howard Wealth Management, LLC | 0.89% | Reduce -1.4% | 23,223 | $2.1M |
| Yorktown Management & Research Co Inc | 1.76% | Reduce -14.8% | 23,000 | $2.1M |
| TRUE Private Wealth Advisors | 0.20% | Reduce -18.6% | 22,770 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +2.9% | 22,651 | $2.1M |
| DV Trading LLC | 0.18% | New | 22,265 | $2.0M |
| MAI Capital Management | 0.01% | Reduce -3.8% | 22,040 | $2.0M |
| Brookstone Capital Management | 0.02% | Add +6.7% | 21,942 | $2.0M |
| Montecito Bank & Trust | 0.33% | Reduce -1.6% | 21,846 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -12.1% | 21,929 | $2.0M |
| O'ROURKE & COMPANY, Inc | 0.79% | Reduce -1.9% | 21,784 | $2.0M |
| Nvwm, LLC | 0.43% | Add +655.9% | 21,325 | $2.0M |
| Burns J W & Co. Inc. | 0.22% | Add +7.9% | 21,243 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -9.0% | 21,239 | $1.9M |
| SkyOak Wealth, LLC | 0.35% | Reduce -0.4% | 20,756 | $1.9M |
| Florin Court Capital LLP | 6.97% | Reduce -54.0% | 20,195 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +2.3% | 20,051 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +5.7% | 20,919 | $1.8M |
| Prelude Capital Management, LLC | 0.14% | New | 19,940 | $1.8M |
| Advisory Alpha, LLC | 0.05% | Reduce -2.6% | 19,918 | $1.8M |
| First Trust Advisors LP | 0.00% | New | 19,867 | $1.8M |
| Rosenblum Silverman Sutton S F Inc. | 0.47% | Reduce -0.5% | 19,688 | $1.8M |
| Strategic Financial Partners, Ltd. | 0.76% | Add +148.2% | 19,280 | $1.8M |
| CVA Family Office, LLC | 0.19% | Reduce -0.2% | 19,210 | $1.8M |
| Capital City Trust Co. | 0.40% | No change | 19,035 | $1.7M |
| Octavia Wealth Advisors, LLC | 0.17% | Reduce -10.0% | 18,982 | $1.7M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.13% | No change | 18,743 | $1.7M |
| Clear Creek Financial Management, LLC | 0.13% | Add +6.5% | 18,498 | $1.7M |
| Mgo One Seven LLC | 0.03% | Reduce -1.1% | 17,991 | $1.6M |
| Manske Wealth Management | 0.45% | Reduce -0.9% | 17,546 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Reduce -0.7% | 17,507 | $1.6M |
| Independent Advisor Alliance | 0.02% | New | 17,271 | $1.6M |
| New England Private Wealth Advisors LLC | 0.18% | Add +0.9% | 17,256 | $1.6M |
| Ignite Planners, LLC | 0.24% | Add +5.0% | 17,114 | $1.6M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -0.7% | 17,126 | $1.6M |
| Flagstar Securities, Inc. | 0.56% | Add +2.2% | 16,964 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -7.3% | 16,515 | $1.5M |
| ARK & TLK Investments, LLC | 0.41% | No change | 16,480 | $1.5M |
| World Investment Advisors | 0.02% | Reduce -74.0% | 15,978 | $1.5M |
| Farrell Financial LLC | 0.86% | Add +2.1% | 15,638 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -56.0% | 15,580 | $1.4M |
| Oakmont Advisory Group, LLC | 1.44% | Add +13.7% | 15,458 | $1.4M |
| VestGen Advisors, LLC | 0.04% | Add +492.1% | 13,482 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -2.6% | 15,352 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -83.3% | 15,272 | $1.4M |
| FMR LLC | 0.00% | Add +12.2% | 14,841 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Add +0.2% | 14,660 | $1.3M |
| LFA - Lugano Financial Advisors SA | 0.68% | No change | 14,651 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Reduce -10.8% | 14,499 | $1.3M |
| Gilpin Wealth Management, LLC | 1.04% | Reduce -3.4% | 14,298 | $1.3M |
| Curi Capital, LLC | 0.02% | No change | 14,272 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.0% | 14,111 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.26% | Add +1.8% | 13,800 | $1.3M |
| Investment Management Trust, LLC | 1.22% | — | 13,620 | $1.2M |
| Investors Research Corp | 0.24% | Reduce -0.5% | 13,540 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +83.6% | 13,495 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -0.0% | 13,224 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.0% | 13,224 | $1.2M |
| Pension & Wealth Management Advisors, Inc. | 0.36% | Reduce -5.6% | 13,157 | $1.2M |
| &partners | 0.01% | Reduce -32.5% | 13,064 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.2% | 13,037 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -25.3% | 12,678 | $1.2M |
| Kraematon Investment Advisors, Inc. | 0.94% | Reduce -9.4% | 12,652 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.6% | 12,503 | $1.1M |
| Nabity-Jensen Investment Management Inc | 0.79% | No change | 12,488 | $1.1M |
| Patten Group, Inc. | 0.20% | Reduce -0.1% | 12,424 | $1.1M |
| Renaissance Technologies | 0.00% | New | 12,200 | $1.1M |
| Elevation Capital Advisory, LLC | 0.47% | Reduce -77.8% | 12,191 | $1.1M |
| Arrow Investment Advisors, LLC | 1.18% | No change | 12,123 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.31% | Reduce -1.9% | 12,024 | $1.1M |
| Herold Advisors, Inc. | 0.24% | No change | 11,925 | $1.1M |
| Ibex Wealth Advisors | 0.10% | New | 11,689 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +39.7% | 11,568 | $1.1M |
| Sage Rhino Capital LLC | 0.20% | Add +2.8% | 11,561 | $1.1M |
| Insight Wealth Strategies, LLC | 0.12% | Add +0.2% | 11,520 | $1.1M |
| Occidental Asset Management, LLC | 0.12% | Reduce -2.8% | 11,397 | $1.0M |
| Pursue Wealth Partners LLC | 0.62% | No change | 11,400 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.5% | 11,330 | $1.0M |
| M3 Advisory Group, LLC | 0.63% | Add +2.0% | 11,145 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -80.3% | 11,096 | $1.0M |
| National Bank of Canada | 0.00% | Add +642.2% | 11,022 | $1.0M |
| Lazard Asset Management LLC | 0.00% | No change | 11,000 | $1.0M |
| Cottonwood Capital Advisors, LLC | 0.70% | Reduce -2.0% | 10,796 | $988K |
| Intrust Bank NA | 0.08% | No change | 10,725 | $982K |
| Sigma Planning Corp | 0.03% | Reduce -2.0% | 10,692 | $979K |
| Peregrine Asset Advisers, Inc. | 0.26% | No change | 10,407 | $952K |
| HB Wealth Management, LLC | 0.01% | Add +0.3% | 10,304 | $943K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -5.7% | 10,258 | $939K |
| Targeted Financial Services LLC | 0.77% | Reduce -1.0% | 10,240 | $937K |
| VestGen Investment Management | 0.52% | Reduce -12.0% | 10,221 | $935K |
| Towerpoint Wealth, LLC | 0.38% | Reduce -0.5% | 10,188 | $932K |
| Capstone Wealth Management Group LLC | 0.57% | No change | 10,132 | $927K |
| JPMorgan Chase & Co. | 0.00% | Add +30.9% | 10,384 | $925K |
| Squarepoint Ops LLC | 0.00% | New | 9,969 | $912K |
| Brighton Jones LLC | 0.02% | New | 9,900 | $906K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +3.1% | 9,861 | $902K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.0% | 9,802 | $897K |
| Horst & Graben Wealth Management LLC | 0.12% | Reduce -7.7% | 8,875 | $894K |
| OneAscent Financial Services LLC | 0.05% | Reduce -1.4% | 9,730 | $890K |
| SK Wealth Management, LLC | 0.25% | Reduce -3.2% | 9,507 | $886K |
| First Merchants Corp. | 0.03% | No change | 9,659 | $884K |
| Telos Capital Management, Inc. | 0.08% | Reduce -3.5% | 9,629 | $881K |
| Legacy Financial Group LLC | 0.11% | Reduce -10.7% | 9,588 | $877K |
| Lee, Kelleher & Klein Wealth Management | 0.52% | No change | 9,500 | $869K |
| GeoWealth Management, LLC | 0.03% | Add +4.1% | 9,455 | $865K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -15.3% | 9,436 | $864K |
| Stablepoint Partners, LLC | 0.13% | Add +2.0% | 9,351 | $856K |
| Key Financial Inc | 0.15% | No change | 9,219 | $844K |
| Rockland Trust Co. | 0.03% | Reduce -1.0% | 9,204 | $842K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +1.7% | 8,989 | $823K |
| Cerity Partners LLC | 0.00% | Add +29.3% | 8,944 | $819K |
| Portland Financial Advisors Inc | 1.70% | Reduce -0.2% | 8,909 | $815K |
| Fifth Third Bancorp | 0.00% | New | 8,840 | $809K |
| Aegis Wealth Management, Inc. | 0.64% | Reduce -93.6% | 8,838 | $809K |
| FIL Ltd | 0.00% | Reduce -75.9% | 8,662 | $793K |
| RCW Management, LLC | 0.81% | Reduce -1.3% | 8,639 | $791K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +47.5% | 8,468 | $775K |
| Sidoxia Capital Management, LLC | 0.67% | — | 8,462 | $774K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +98.5% | 8,405 | $769K |
| Spartan Wealth Advisory Services LLC | 0.07% | — | 8,273 | $757K |
| Pinnacle Associates Ltd. | 0.01% | No change | 7,983 | $731K |
| Boothbay Fund Management, LLC | 0.02% | New | 7,820 | $716K |
| Stephens Inc. | 0.01% | Reduce -0.1% | 7,764 | $711K |
| Comprehensive Money Management Services LLC | 0.47% | No change | 7,758 | $710K |
| Capital Advisors Inc. | 0.01% | No change | 7,645 | $700K |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 7,589 | $695K |
| Maridea Wealth Management LLC | 0.10% | Reduce -2.0% | 7,473 | $684K |
| Smithbridge Asset Management Inc. | 0.10% | Reduce -51.1% | 7,433 | $680K |
| Laraway Financial Advisors Inc | 0.47% | Reduce -0.2% | 7,375 | $675K |
| Citadel Advisors | 0.00% | New | 7,283 | $667K |
| Purpose Unlimited Inc. | 0.03% | Add +4276.9% | 7,003 | $640K |
| Webster Bank, N. A. | 0.06% | No change | 6,991 | $640K |
| Connecticut Wealth Management, LLC | 0.03% | No change | 6,990 | $640K |
| Gateway Wealth Partners, LLC | 0.02% | New | 6,932 | $634K |
| Waystone Advisors LLC | 0.56% | Reduce -4.1% | 6,907 | $632K |
| Trifecta Capital Advisors, LLC | 0.10% | No change | 6,835 | $626K |
| Midwest Trust Co | 0.01% | Add +78.6% | 6,815 | $624K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -11.0% | 6,677 | $611K |
| Bigelow Investment Advisors, LLC | 0.24% | Add +65.8% | 6,676 | $611K |
| M&T Bank Corp | 0.00% | Reduce -18.5% | 6,600 | $604K |
| Legacy Financial Independent Advisors LLC | 0.31% | — | 6,536 | $598K |
| Sonata Capital Group Inc. | 0.22% | No change | 6,535 | $598K |
| TFB Advisors LLC | 0.31% | Reduce -20.4% | 6,533 | $598K |
| CAP Partners, LLC | 0.32% | Add +0.1% | 6,281 | $575K |
| Qube Research & Technologies Ltd | 0.00% | Add +76.6% | 6,252 | $572K |
| LongView Wealth Management | 0.14% | Add +0.3% | 5,769 | $570K |
| Trajan Wealth LLC | 0.02% | Add +12.8% | 6,177 | $565K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.4% | 6,088 | $557K |
| Kovack Advisors, Inc. | 0.03% | Add +5.1% | 6,002 | $555K |
| Integrated Wealth Concepts LLC | 0.00% | Add +20.9% | 6,044 | $553K |
| Annex Advisory Services, LLC | 0.01% | Add +0.3% | 5,998 | $549K |
| Signal Advisors Wealth, LLC | 0.04% | Add +16.3% | 5,993 | $548K |
| Howard Capital Management, LLC | 0.01% | Reduce -99.7% | 5,960 | $545K |
| Schwallier Wealth Management LLC | 0.38% | New | 5,748 | $526K |
| Triton Financial Group Inc | 0.91% | Add +100.0% | 5,748 | $519K |
| Hyundai Investments Co., Ltd. | 0.58% | Add +15.3% | 5,825 | $519K |
| Savvy Advisors, Inc. | 0.01% | New | 5,652 | $517K |
| ERn Financial, LLC | 0.10% | Add +0.0% | 5,609 | $513K |
| Diversify Wealth Management, LLC | 0.01% | Add +37.6% | 5,080 | $507K |
| RVW Wealth, LLC | 0.04% | No change | 5,512 | $504K |
| MV Capital Management, Inc. | 0.05% | No change | 5,401 | $494K |
| FORM Wealth Advisors, LLC | 0.06% | Reduce -14.4% | 5,398 | $494K |
| Wealth Management Resources, Inc. | 0.17% | Reduce -24.0% | 5,355 | $490K |
| PFG Investments, LLC | 0.02% | New | 5,317 | $487K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.6% | 5,279 | $483K |
| Glen Eagle Advisors, LLC | 0.07% | No change | 5,240 | $480K |
| Certified Advisory Corp | 0.04% | Add +6.6% | 5,191 | $475K |
| Liberty Atlantic Advisors LLC | 0.40% | No change | 5,125 | $469K |
| Spire Wealth Management | 0.02% | Add +0.1% | 5,103 | $467K |
| AlphaCentric Advisors LLC | 0.47% | Add +8.9% | 5,093 | $466K |
| Guardian Asset Advisors, LLC | 0.27% | Reduce -55.6% | 5,053 | $462K |
| Hudson Oak Wealth Advisory LLC | 0.39% | No change | 4,965 | $454K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -22.9% | 4,960 | $454K |
| Csenge Advisory Group | 0.02% | Reduce -6.0% | 4,932 | $451K |
| Faithward Advisors, LLC | 0.06% | Reduce -3.5% | 4,914 | $450K |
| Allianz Asset Management GmbH | 0.00% | New | 4,900 | $448K |
| Asset One Wealth Management LLC | 0.05% | Add +21.7% | 4,462 | $446K |
| Caprock Group, LLC | 0.01% | New | 4,835 | $442K |
| FSC Wealth Advisors, LLC | 8.26% | Reduce -92.2% | 4,728 | $433K |
| Bank of Stockton | 0.13% | No change | 4,700 | $430K |
| Dakota Wealth Management | 0.01% | Reduce -4.1% | 4,673 | $428K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -77.8% | 4,658 | $426K |
| American Century Companies Inc. | 0.00% | Reduce -74.7% | 4,552 | $417K |
| Duncan Williams Asset Management, LLC | 0.12% | Reduce -1.4% | 4,545 | $416K |
| Old Port Advisors | 0.10% | No change | 4,534 | $415K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -16.5% | 4,519 | $414K |
| Embree Financial Group | 0.05% | Add +3.8% | 4,369 | $400K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.3% | 4,323 | $400K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -67.8% | 4,299 | $397K |
| Topsail Wealth Management, LLC | 0.06% | No change | 4,274 | $391K |
| Hobart Private Capital, LLC | 0.08% | Reduce -52.6% | 4,220 | $386K |
| Impact Partnership Wealth, LLC | 0.05% | New | 4,203 | $385K |
| Retireful, LLC | 0.54% | Reduce -10.9% | 4,196 | $384K |
| Detalus Advisors, LLC | 0.09% | Reduce -18.6% | 4,180 | $383K |
| MeadowBrook Investment Advisors LLC | 0.34% | No change | 4,130 | $378K |
| Seldon Capital LP | 0.14% | No change | 4,068 | $372K |
| Quarry LP | 0.08% | New | 4,050 | $371K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -43.8% | 4,011 | $367K |
| Orion Capital Management LLC | 0.13% | No change | 4,000 | $366K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 4,000 | $366K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,000 | $366K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 4,000 | $366K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.7% | 3,981 | $364K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.0% | 3,957 | $362K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -4.8% | 3,928 | $360K |
| Mascagni Wealth Management, Inc. | 0.25% | Add +0.0% | 3,896 | $357K |
| First Heartland Consultants, Inc. | 0.03% | Add +65.0% | 3,857 | $353K |
| Copia Wealth Management | 0.24% | Add +686.9% | 3,785 | $346K |
| Lido Advisors, LLC | 0.00% | Reduce -0.4% | 3,768 | $345K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -6.1% | 3,763 | $344K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -21.0% | 3,749 | $343K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -2.9% | 3,740 | $342K |
| Independent Wealth Network Inc. | 0.10% | New | 3,722 | $341K |
| Calamos Wealth Management LLC | 0.01% | Reduce -28.1% | 3,680 | $337K |
| Calamos Advisors LLC | 0.00% | Reduce -80.0% | 3,680 | $337K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.7% | 3,661 | $335K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -1.1% | 3,648 | $334K |
| Focused Wealth Management, Inc | 0.03% | Reduce -0.6% | 3,625 | $332K |
| Ascent Group, LLC | 0.01% | Reduce -14.7% | 3,612 | $331K |
| Balefire, LLC | 0.06% | Add +8.0% | 3,598 | $329K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,571 | $327K |
| Harbour Investments, Inc. | 0.01% | Add +156.6% | 3,544 | $324K |
| Fisher Asset Management | 0.00% | Add +20.6% | 3,525 | $323K |
| Arkadios Wealth Advisors | 0.01% | Add +1.7% | 3,518 | $322K |
| Boston Family Office LLC | 0.02% | No change | 3,510 | $321K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.1% | 3,444 | $315K |
| Alliance Wealth Advisors, LLC | 0.07% | Reduce -53.5% | 3,437 | $315K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,433 | $314K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,416 | $313K |
| CPC Advisors, LLC | 0.05% | New | 3,384 | $310K |
| Three Magnolias Financial Advisors, LLC | 0.20% | Reduce -50.2% | 3,380 | $309K |
| CCG Wealth Management, LLC | 0.08% | No change | 3,370 | $308K |
| Hilltop Holdings Inc. | 0.03% | Add +46.1% | 3,348 | $306K |
| Private Trust Co. NA | 0.03% | No change | 3,345 | $306K |
| Hancock Whitney Corp. | 0.01% | Add +2.5% | 3,306 | $303K |
| Breakwater Capital Group | 0.04% | Add +2.8% | 3,208 | $294K |
| Savant Capital, LLC | 0.00% | Reduce -8.9% | 3,190 | $292K |
| CX Institutional | 0.01% | Reduce -0.7% | 3,160 | $289K |
| Burke & Herbert Bank & Trust Co. | 0.08% | No change | 3,105 | $284K |
| Worth Asset Management, LLC | 0.11% | Reduce -0.1% | 3,104 | $284K |
| 93 Financial Group, LLC | 0.13% | Reduce -5.5% | 3,102 | $284K |
| Instrumental Wealth, LLC | 0.17% | Add +0.1% | 3,061 | $280K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.0% | 3,053 | $279K |
| Oxinas Partners, LLC | 0.13% | Reduce -0.6% | 2,999 | $275K |
| Urban Wealth Management, LLC | 0.28% | No change | 2,995 | $274K |
| Winthrop Advisory Group LLC | 0.02% | No change | 2,984 | $273K |
| Berger Financial Group, Inc | 0.02% | Reduce -9.1% | 2,979 | $273K |
| Westmount Partners, LLC | 0.07% | Add +0.2% | 2,955 | $270K |
| Cibc World Market Inc. | 0.00% | No change | 2,949 | $270K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,928 | $268K |
| NorthRock Partners, LLC | 0.00% | No change | 2,842 | $260K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -1.9% | 2,804 | $257K |
| Commerce Bank | 0.00% | New | 2,760 | $253K |
| Rothschild Investment LLC | 0.01% | New | 2,750 | $252K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.3% | 2,746 | $251K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.1% | 2,740 | $251K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +44.6% | 2,724 | $249K |
| Meridian Wealth Management, LLC | 0.01% | No change | 2,715 | $249K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -32.5% | 2,711 | $248K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -99.4% | 2,675 | $245K |
| M. Kulyk & Associates, LLC | 0.05% | Add +7.0% | 2,674 | $245K |
| Liberty Square Wealth Partners LLC | 0.07% | Reduce -5.6% | 2,597 | $238K |
| Quad-Cities Investment Group, LLC | 0.09% | Reduce -0.5% | 2,582 | $236K |
| WealthPoint Financial, LLC | 0.19% | New | 2,513 | $230K |
| Unique Wealth Strategies, LLC | 0.09% | Add +8.9% | 2,513 | $230K |
| Key Client Fiduciary Advisors, LLC | 0.08% | No change | 2,480 | $227K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,467 | $226K |
| Wealthspire Retirement, LLC | 0.01% | Add +2.0% | 2,436 | $223K |
| Bogart Wealth, LLC | 0.01% | No change | 2,410 | $221K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -94.0% | 2,409 | $220K |
| Money Concepts Capital Corp. | 0.01% | Reduce -28.5% | 2,389 | $219K |
| WESPAC Advisors, LLC | 0.12% | New | 2,331 | $213K |
| Citizens Financial Group Inc. | 0.00% | No change | 2,317 | $212K |
| Wealthfront Advisers LLC | 0.00% | New | 2,294 | $210K |
| Investment House LLC | 0.01% | No change | 2,285 | $209K |
| Portside Wealth Group, LLC | 0.03% | Reduce -11.8% | 2,283 | $209K |
| Vertex Planning Partners, LLC | 0.04% | Add +0.1% | 2,270 | $208K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.03% | No change | 2,250 | $206K |
| Keel Point, LLC | 0.01% | New | 2,213 | $203K |
| BAM Wealth Management, LLC | 0.15% | New | 2,201 | $201K |
| Intentional Wealth Strategies, LLC | 0.19% | — | 2,187 | $200K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +0.3% | 1,899 | $174K |
| Advisory Services Network, LLC | 0.00% | New | 1,891 | $173K |
| Bokf, NA | 0.00% | Reduce -35.6% | 1,810 | $166K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,800 | $165K |
| Ssa Swiss Advisors AG | 0.07% | No change | 1,697 | $155K |
| Rossby Financial, LCC | 0.03% | Add +59.1% | 1,597 | $148K |
| Eastern Bank | 0.00% | Reduce -5.4% | 1,500 | $137K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -1.9% | 1,433 | $132K |
| Arax Advisory Partners | 0.00% | Add +326.4% | 1,437 | $132K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,427 | $131K |
| United Community Bank | 0.04% | New | 1,407 | $129K |
| Global Trust Asset Management, LLC | 0.05% | No change | 1,405 | $129K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.7% | 1,323 | $121K |
| MCF Advisors LLC | 0.01% | No change | 1,300 | $119K |
| Mosley Wealth Management | 0.05% | New | 1,311 | $119K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,196 | $109K |
| EPG Wealth Management LLC | 0.03% | No change | 1,088 | $100K |
| Main Street Group, LTD | 0.03% | New | 1,066 | $98K |
| Gill Capital Partners, LLC | 0.03% | New | 1,000 | $92K |
| Arlington Trust Co LLC | 0.01% | No change | 1,000 | $92K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.7% | 965 | $88K |
| Bullock Wealth Management Group | 0.04% | Reduce -8.3% | 944 | $87K |
| St Germain D J Co. Inc. | 0.00% | Reduce -15.0% | 943 | $86K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 942 | $86K |
| Franklin Resources Inc. | 0.00% | Reduce -3.1% | 939 | $86K |
| Dunhill Financial, LLC | 0.02% | New | 935 | $86K |
| IFG Advisory, LLC | 0.24% | New | 900 | $82K |
| Highline Wealth Partners LLC | 0.02% | Add +103.2% | 894 | $82K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +0.9% | 854 | $78K |
| Phillips Financial Management, LLC | 0.01% | No change | 814 | $74K |
| Wealth Preservation Advisors, LLC | 0.06% | No change | 800 | $73K |
| Union Savings Bank | 0.03% | No change | 764 | $70K |
| Robbins Farley | 0.03% | No change | 717 | $66K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 700 | $64K |
| Lavaca Capital LLC | 0.01% | Add +0.3% | 697 | $64K |
| American National Bank & Trust | 0.01% | No change | 645 | $59K |
| Financial Network Wealth Advisors LLC | 0.06% | Reduce -4.1% | 610 | $56K |
| Bayban | 0.05% | Reduce -5.1% | 600 | $55K |
| Independence Bank of Kentucky | 0.01% | No change | 600 | $55K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 594 | $54K |
| Wellington-Altus USA Inc. | 0.03% | New | 500 | $54K |
| Sage Mountain Advisors LLC | 0.00% | No change | 569 | $52K |
| Roxbury Financial LLC | 0.05% | Add +0.2% | 555 | $51K |
| Front Row Advisors LLC | 0.02% | No change | 540 | $49K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.2% | 537 | $49K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 535 | $49K |
| Smartleaf Asset Management LLC | 0.00% | New | 544 | $48K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 501 | $46K |
| Forum Finance Group S.A. | 0.02% | — | 550 | $41K |
| Colonial Trust Co / SC | 0.01% | No change | 426 | $39K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -1.5% | 402 | $37K |
| Caldwell Trust Co | 0.00% | No change | 400 | $37K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 399 | $36K |
| Mather Group, Llc. | 0.00% | New | 383 | $35K |
| NBT Bank, N.A. | 0.00% | No change | 374 | $34K |
| Country Trust Bank | 0.00% | No change | 370 | $34K |
| First Command Advisory Services, Inc. | 0.00% | No change | 351 | $32K |
| First Pacific Financial | 0.00% | Add +0.3% | 331 | $30K |
| Sound Income Strategies, LLC | 0.00% | Reduce -14.5% | 325 | $30K |
| Wellington Grp LLC | 0.01% | Reduce -26.1% | 325 | $30K |
| Benson Wealth Management INC | 0.04% | No change | 304 | $28K |
| Blue Trust, Inc. | 0.00% | No change | 300 | $27K |
| High Point Wealth Management, LLC | 0.03% | Add +0.3% | 287 | $26K |
| Center for Financial Planning, Inc. | 0.00% | No change | 284 | $26K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 274 | $25K |
| Creative Financial Designs Inc. | 0.00% | Reduce -54.4% | 267 | $24K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +149.5% | 257 | $24K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -4.8% | 257 | $24K |
| First PREMIER Bank | 0.01% | No change | 250 | $23K |
| 10Elms LLP | 0.02% | New | 250 | $23K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 248 | $23K |
| Parallel Advisors, LLC | 0.00% | Reduce -69.4% | 246 | $23K |
| Solstein Capital, LLC | 0.01% | No change | 240 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 225 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $19K |
| Ancora Advisors LLC | 0.00% | New | 202 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 200 | $18K |
| Grove Bank & Trust | 0.00% | No change | 200 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 199 | $18K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 198 | $18K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 190 | $17K |
| TD Capital Management LLC | 0.00% | Add +196.8% | 187 | $17K |
| Manchester Capital Management LLC | 0.00% | No change | 166 | $15K |
| Pflug Koory, LLC | 0.01% | Add +0.7% | 151 | $14K |
| Triumph Capital Management | 0.00% | No change | 150 | $14K |
| Clayton Financial Group LLC | 0.01% | No change | 148 | $14K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -44.4% | 139 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -8.6% | 139 | $13K |
| Gen-Wealth Partners Inc | 0.00% | No change | 130 | $12K |
| Motco | 0.00% | New | 127 | $12K |
| Founders Financial Alliance, LLC | 0.00% | Add +363.0% | 125 | $11K |
| Sarver Vrooman Wealth Advisors | 0.01% | No change | 116 | $11K |
| Syntax Research, Inc. | 0.01% | Reduce -5.7% | 115 | $11K |
| Ascentis Independent Advisors | 0.00% | New | 110 | $10K |
| Park Square Financial Group, LLC | 0.08% | Reduce -62.8% | 108 | $10K |
| Lodestone Wealth Management LLC | 0.00% | Add +1.0% | 102 | $9K |
| Morgan Dempsey Capital Management LLC | 0.00% | No change | 100 | $9K |
| Realta Investment Advisors | 0.00% | No change | 100 | $9K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 97 | $9K |
| Hantz Financial Services, Inc. | 0.00% | No change | 87 | $8K |
| Sunrise Financial Services, LLC | 0.01% | No change | 83 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 80 | $7K |
| Monetary Solutions, Ltd | 0.01% | No change | 75 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 67 | $6K |
| SWAN Capital LLC | 0.00% | New | 51 | $5K |
| NFSG Corp | 0.00% | Add +2.6% | 39 | $4K |
| SouthState Bank Corp | 0.00% | New | 37 | $3K |
| Vanguard Advisers Inc. | 0.00% | — | 28 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 25 | $2K |
| Key Capital Management, INC | 0.00% | Reduce -68.3% | 13 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -93.1% | 10 | $1K |
| Tidemark, LLC | 0.00% | No change | 6 | $549 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1 | $92 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $92 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $83 |
"% of holder's portfolio" is CWB's weight in each manager's 13F, not the share of SS SPDR BB Conv Sec ETF the manager owns.