SS SPDR BB Conv Sec ETFCWBETF
13F holders, Q2 2026 (June 30)564holders +34
72new positions
39sold out
2famous investors
$107.56avg. 13F price*
At the end of Q2 2026, 564 institutions reported holding SS SPDR BB Conv Sec ETF (CWB) in their 13F filings, up 34 from Q1 2026. 72 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($279.0M), Envestnet Asset Management Inc. ($216.2M) and Howard Capital Management, LLC ($214.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR BB Conv Sec ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A359
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $166.0M |
| Exits | 39 | $61.5M |
All 13F filers, Q1 2026 → Q2 2026: 8,569,643 shares bought and 2,042,595 shares sold, net +6,527,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 564 holders
| Bank of America Corp. | 0.02% | Reduce -2.5% | 2,588,077 | $279.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +346.2% | 2,004,950 | $216.2M |
| Howard Capital Management, LLC | 2.56% | Add +33341.2% | 1,993,096 | $214.9M |
| LPL Financial LLC | 0.04% | Add +30.2% | 1,628,253 | $175.6M |
| Wells Fargo & Company | 0.03% | Add +2.0% | 1,524,239 | $164.3M |
| Morgan Stanley | 0.01% | Reduce -7.1% | 1,496,947 | $161.4M |
| Cetera Investment Advisers | 0.13% | Add +949.5% | 1,274,155 | $137.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +9.6% | 1,231,810 | $132.8M |
| Bessemer Group Inc. | 0.18% | No change | 1,215,879 | $131.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.3% | 813,427 | $87.7M |
| Assetmark, Inc. | 0.14% | Reduce -11.9% | 743,030 | $80.1M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.3% | 736,701 | $79.4M |
| Deutsche Bank AG | 0.02% | No change | 684,479 | $73.8M |
| Goodman Advisory Group, LLC | 13.04% | Add +0.6% | 526,030 | $56.7M |
| UBS Group AG | 0.01% | Add +0.6% | 489,822 | $52.8M |
| Bank of Montreal | 0.02% | Reduce -3.5% | 422,729 | $45.6M |
| Royal Bank of Canada | 0.01% | Add +1.5% | 389,739 | $42.0M |
| New York Life Investment Management LLC | 0.28% | Reduce -2.3% | 365,834 | $39.4M |
| One Wealth Map LLC | 17.83% | Add +4.6% | 388,508 | $38.2M |
| Raymond James Financial Inc. | 0.01% | Add +14.0% | 354,204 | $38.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +7.9% | 285,367 | $30.8M |
| Horizon Investments, LLC | 0.32% | New | 272,048 | $29.2M |
| Potomac Fund Management Inc. | 0.70% | New | 257,100 | $27.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.8% | 246,300 | $26.6M |
| River Wealth Advisors LLC | 2.69% | Add +0.7% | 238,819 | $25.7M |
| FIL Ltd | 0.02% | Add +2454.8% | 221,301 | $23.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.7% | 210,502 | $22.7M |
| Wealth Watch Advisors, INC | 7.23% | New | 206,138 | $22.2M |
| Estate Counselors, LLC | 1.91% | Reduce -10.5% | 205,995 | $22.2M |
| Stifel Financial Corp. | 0.02% | Reduce -0.1% | 195,723 | $21.1M |
| DV Trading LLC | 1.65% | Add +732.3% | 185,314 | $20.0M |
| Truist Financial Corp. | 0.02% | Reduce -12.3% | 183,756 | $19.8M |
| XML Financial, LLC | 1.42% | Reduce -2.7% | 181,451 | $19.6M |
| Advyzon Investment Management, LLC | 1.33% | Add +51.4% | 170,089 | $18.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +11.2% | 173,886 | $18.3M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +6174.5% | 167,842 | $18.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -15.6% | 197,512 | $18.1M |
| Waldron Private Wealth LLC | 0.62% | Reduce -7.5% | 167,023 | $18.0M |
| Osaic Holdings, Inc. | 0.02% | Add +7.6% | 160,012 | $17.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.7% | 158,314 | $17.1M |
| Guggenheim Capital LLC | 0.10% | Reduce -14.4% | 145,164 | $15.7M |
| Lifestyle Asset Management, Inc. | 4.00% | New | 137,965 | $14.9M |
| AMG National Trust Bank | 0.30% | Add +0.0% | 133,948 | $14.4M |
| Capstone Investment Advisors, LLC | 0.13% | New | 130,601 | $14.1M |
| Modera Wealth Management, LLC | 0.15% | Reduce -0.6% | 130,573 | $14.1M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -1.8% | 129,764 | $14.0M |
| Allianz Asset Management GmbH | 0.01% | Add +2424.5% | 123,700 | $13.3M |
| Aegis Wealth Management, Inc. | 8.48% | Add +1279.1% | 121,883 | $13.1M |
| William Mack & Associates, Inc. | 4.55% | Add +0.6% | 119,630 | $12.9M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -9.7% | 117,874 | $12.7M |
| MML Investors Services, LLC | 0.02% | Add +18.0% | 112,862 | $12.2M |
| Oppenheimer Asset Management Inc. | 0.13% | New | 112,765 | $12.2M |
| Financial & Tax Architects, LLC | 2.44% | Add +2.1% | 107,263 | $11.6M |
| Paulson Wealth Management Inc. | 2.28% | Reduce -0.7% | 99,629 | $10.7M |
| NTV Asset Management LLC | 1.03% | Add +0.3% | 97,663 | $10.5M |
| Strategic Investment Advisors / MI | 0.61% | Reduce -11.9% | 93,235 | $10.1M |
| Paladin Partners, LLC | 6.30% | Reduce -2.2% | 88,414 | $9.5M |
| Anderson Financial Strategies, LLC | 4.93% | Reduce -5.2% | 91,417 | $9.5M |
| TD Asset Management Inc | 0.01% | Add +215.8% | 87,800 | $9.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -4.9% | 87,183 | $9.4M |
| Windsor Capital Management, LLC | 2.26% | Reduce -6.5% | 80,797 | $8.7M |
| Advisors Preferred, LLC | 1.34% | Reduce -33.6% | 83,103 | $8.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.9% | 79,482 | $8.6M |
| Citigroup Inc. | 0.00% | Add +13.8% | 76,433 | $8.2M |
| NorthCoast Asset Management LLC | 0.18% | Add +2.1% | 75,853 | $8.2M |
| Win Advisors, Inc. | 2.88% | Reduce -22.4% | 74,914 | $8.1M |
| Prudential Financial Inc. | 0.01% | Reduce -10.6% | 74,053 | $8.0M |
| Discipline Wealth Solutions, LLC | 0.68% | Reduce -8.8% | 72,762 | $7.8M |
| Arkos Global Advisors | 0.93% | Reduce -1.4% | 72,474 | $7.8M |
| Baron Financial Group, LLC | 3.68% | Reduce -1.1% | 71,576 | $7.7M |
| Ameritas Advisory Services, LLC | 0.15% | Add +957.9% | 70,636 | $7.6M |
| Finward Bancorp | 5.74% | Add +0.1% | 70,187 | $7.6M |
| US Bancorp \de | 0.01% | Add +5.1% | 69,683 | $7.5M |
| J. M. Brown & Associates Inc. | 4.30% | — | 69,628 | $7.5M |
| Riggs Asset Managment Co. Inc. | 1.33% | Add +1.3% | 68,917 | $7.4M |
| Petix & Botte Co | 1.49% | Add +93.1% | 68,652 | $7.4M |
| Sykon Capital LLC | 2.27% | Add +157.8% | 68,474 | $7.4M |
| NewEdge Advisors, LLC | 0.02% | Add +341.0% | 67,355 | $7.3M |
| HMS Capital Management, LLC | 2.65% | Reduce -1.7% | 65,653 | $7.1M |
| David J Yvars Group | 3.45% | Add +4.0% | 65,077 | $7.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -3.4% | 62,798 | $6.8M |
| Cooper Capital Advisors LLC | 2.92% | New | 62,491 | $6.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +1.0% | 61,924 | $6.7M |
| TRUE Private Wealth Advisors | 0.57% | Add +169.2% | 61,307 | $6.6M |
| Ausdal Financial Partners, Inc. | 0.26% | Add +96.9% | 61,032 | $6.6M |
| World Investment Advisors | 0.10% | Add +278.3% | 60,443 | $6.3M |
| Creative Planning | 0.00% | Reduce -13.4% | 57,353 | $6.2M |
| Indivisible Partners | 0.35% | Add +28.7% | 56,752 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +8.3% | 56,719 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 56,264 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | New | 55,574 | $6.0M |
| Florin Court Capital LLP | 9.58% | Add +169.3% | 54,395 | $5.9M |
| Guardian Capital, LLC | 4.78% | Add +21.3% | 54,212 | $5.8M |
| Sterling Investment Advisors, Ltd. | 0.97% | Reduce -0.7% | 53,987 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.6% | 53,234 | $5.7M |
| Hershey Financial Advisers, LLC | 4.12% | Add +4.5% | 53,167 | $5.7M |
| Brindle & Bay Financial Advisors, LLC | 2.81% | Reduce -8.1% | 52,032 | $5.6M |
| NewSquare Capital LLC | 0.41% | Add +0.4% | 51,420 | $5.5M |
| Elevation Capital Advisory, LLC | 2.13% | Add +320.3% | 51,236 | $5.5M |
| Allworth Financial LP | 0.02% | Reduce -1.5% | 50,490 | $5.4M |
| Sage Capital Management, LLC | 2.12% | Add +1.2% | 50,263 | $5.4M |
| Galvin, Gaustad & Stein, LLC | 0.40% | Add +39.0% | 49,280 | $5.3M |
| Chesapeake Capital Corp. | 2.71% | Add +45.1% | 46,441 | $5.0M |
| Tidal Investments LLC | 0.01% | Add +45.1% | 46,441 | $5.0M |
| Wesbanco Bank Inc. | 0.12% | Add +5.0% | 45,740 | $4.9M |
| Hilltop Holdings Inc. | 0.39% | Add +1222.6% | 44,282 | $4.8M |
| IFP Advisors, Inc | 0.08% | Reduce -2.2% | 42,853 | $4.6M |
| Prudential PLC | 0.03% | New | 42,790 | $4.6M |
| Cim, LLC | 0.59% | Reduce -1.9% | 42,656 | $4.6M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -1.2% | 42,986 | $4.4M |
| EFG International AG | 0.08% | Reduce -1.8% | 39,742 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +20.5% | 40,267 | $4.2M |
| Nilsine Partners, LLC | 0.28% | Add +0.8% | 38,128 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +0.8% | 38,165 | $4.1M |
| Midwest Professional Planners, LTD. | 0.80% | Reduce -3.3% | 37,666 | $4.1M |
| Confluence Wealth Services, Inc. | 0.11% | Add +22.6% | 37,207 | $4.0M |
| Emissary Wealth LLC | 3.00% | Add +18.3% | 36,502 | $3.9M |
| Optivise Advisory Services LLC | 1.98% | Reduce -9.4% | 36,172 | $3.9M |
| Sentinel Advisory Group, LLC | 1.59% | Reduce -4.1% | 36,163 | $3.9M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -13.3% | 35,303 | $3.8M |
| HF Advisory Group, LLC | 1.16% | Add +2.0% | 34,791 | $3.8M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.1% | 33,718 | $3.6M |
| Aletheian Wealth Advisors LLC | 1.53% | Add +9.6% | 33,296 | $3.6M |
| Graetz Wealth LLC | 2.86% | Reduce -3.5% | 33,213 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +112.8% | 33,160 | $3.6M |
| McAdam, LLC | 0.14% | Reduce -74.8% | 32,612 | $3.5M |
| CreativeOne Wealth, LLC | 0.08% | Add +23.7% | 32,411 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -2.0% | 32,208 | $3.5M |
| Strategic Financial Partners, Ltd. | 1.28% | Add +63.0% | 31,418 | $3.4M |
| Mosley Wealth Management | 1.08% | Add +2293.3% | 31,376 | $3.4M |
| Mount Lucas Management LP | 1.18% | Reduce -12.0% | 30,600 | $3.3M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +12.3% | 30,368 | $3.3M |
| Powell Investment Advisors, LLC | 1.03% | Add +0.3% | 30,317 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.2% | 30,132 | $3.2M |
| Talon Private Wealth, LLC | 0.38% | Add +25.4% | 29,986 | $3.2M |
| Hudson Portfolio Management LLC | 2.44% | Add +1.1% | 29,967 | $3.2M |
| Transamerica Financial Advisors, LLC | 0.27% | Reduce -21.4% | 29,693 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.7% | 29,627 | $3.2M |
| Focus Financial Network, Inc. | 0.10% | Reduce -6.3% | 29,584 | $3.2M |
| Private Advisory Group LLC | 0.17% | Add +23.9% | 29,182 | $3.1M |
| FOCUS Wealth Advisors, LLC | 1.45% | Reduce -0.5% | 28,928 | $3.1M |
| Spectrum Wealth Advisory Group, LLC | 0.88% | Reduce -66.6% | 28,575 | $3.1M |
| Thrive Capital Management, LLC | 0.56% | Reduce -9.5% | 27,730 | $3.0M |
| Elequin Capital, LP | 0.50% | New | 26,815 | $2.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -23.1% | 25,873 | $2.8M |
| Principal Securities, Inc. | 0.03% | Add +6.8% | 25,584 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.2% | 25,305 | $2.7M |
| Stirlingshire Investments, Inc. | 2.01% | Reduce -0.2% | 25,130 | $2.7M |
| Sowell Financial Services LLC | 0.09% | Reduce -2.9% | 25,063 | $2.7M |
| Brookstone Capital Management | 0.03% | Add +11.8% | 24,535 | $2.6M |
| Lake Hills Wealth Management, LLC | 1.18% | New | 24,072 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -1.1% | 23,729 | $2.6M |
| Silver Oak Securities, Incorporated | 0.15% | Add +408.2% | 23,670 | $2.6M |
| Ethos Financial Group, LLC | 0.17% | New | 25,910 | $2.5M |
| Disciplined Investments, LLC | 0.82% | Reduce -2.3% | 23,446 | $2.5M |
| Prospera Financial Services Inc | 0.04% | Reduce -55.0% | 23,100 | $2.5M |
| Howard Wealth Management, LLC | 0.91% | Reduce -1.3% | 22,921 | $2.5M |
| Everstar Asset Management, LLC | 1.17% | Reduce -4.0% | 22,450 | $2.4M |
| Simplicity Wealth,LLC | 0.08% | Add +49.1% | 21,857 | $2.4M |
| Bluefin Capital Management, LLC | 0.69% | Reduce -79.1% | 21,845 | $2.4M |
| O'ROURKE & COMPANY, Inc | 0.81% | Reduce -0.8% | 21,609 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -2.0% | 21,479 | $2.3M |
| Burns J W & Co. Inc. | 0.24% | Reduce -0.7% | 21,088 | $2.3M |
| Renaissance Technologies | 0.00% | Add +71.9% | 20,972 | $2.3M |
| Montecito Bank & Trust | 0.34% | Reduce -4.1% | 20,954 | $2.3M |
| MAI Capital Management | 0.01% | Reduce -6.1% | 20,690 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -8.8% | 20,651 | $2.2M |
| SkyOak Wealth, LLC | 0.36% | Reduce -0.9% | 20,578 | $2.2M |
| Focus Partners Wealth | 0.00% | Reduce -1.8% | 20,550 | $2.2M |
| Atria Investments, Inc | 0.02% | Reduce -3.4% | 20,526 | $2.2M |
| AE Wealth Management LLC | 0.01% | Add +60.7% | 20,371 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.0% | 20,053 | $2.2M |
| Yorktown Management & Research Co Inc | 1.32% | Reduce -13.0% | 20,000 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -46.9% | 19,488 | $2.1M |
| Clear Creek Financial Management, LLC | 0.13% | Add +5.2% | 19,461 | $2.1M |
| Ibex Wealth Advisors | 0.16% | Add +65.0% | 19,289 | $2.1M |
| CVA Family Office, LLC | 0.19% | Add +0.1% | 19,237 | $2.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.49% | Reduce -3.0% | 19,093 | $2.1M |
| Octavia Wealth Advisors, LLC | 0.17% | Reduce -1.0% | 18,789 | $2.0M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.14% | No change | 18,743 | $2.0M |
| Tucker Asset Management LLC | 0.49% | New | 18,295 | $2.0M |
| Mgo One Seven LLC | 0.03% | Add +0.2% | 18,023 | $1.9M |
| FMR LLC | 0.00% | Add +19.4% | 17,724 | $1.9M |
| Manske Wealth Management | 0.47% | Add +0.5% | 17,638 | $1.9M |
| Worth Asset Management, LLC | 0.59% | Add +450.4% | 17,086 | $1.8M |
| Global Retirement Partners, LLC | 0.03% | — | 17,075 | $1.8M |
| Ignite Planners, LLC | 0.25% | Reduce -2.4% | 16,700 | $1.8M |
| Flagstar Securities, Inc. | 0.54% | Reduce -1.4% | 16,720 | $1.8M |
| New England Private Wealth Advisors LLC | 0.17% | Add +1.6% | 17,528 | $1.8M |
| ARK & TLK Investments, LLC | 0.44% | No change | 16,480 | $1.8M |
| HighPoint Advisor Group LLC | 0.06% | Reduce -4.8% | 16,302 | $1.8M |
| AXS Investments LLC | 0.49% | Reduce -65.6% | 16,025 | $1.7M |
| Farrell Financial LLC | 0.93% | Add +2.2% | 15,981 | $1.7M |
| Independent Financial Group, LLC | 0.03% | Reduce -11.2% | 15,544 | $1.7M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -3.6% | 15,915 | $1.7M |
| Brighton Jones LLC | 0.03% | Add +51.0% | 14,950 | $1.6M |
| Arete Wealth Advisors, LLC | 0.11% | New | 14,825 | $1.6M |
| LFA - Lugano Financial Advisors SA | 0.95% | No change | 14,651 | $1.6M |
| Kingsbury Capital Investment Advisors LLC | 1.34% | Reduce -50.3% | 14,647 | $1.6M |
| KMT Wealth Management, LLC | 1.34% | New | 14,647 | $1.6M |
| &partners | 0.01% | Add +11.9% | 14,621 | $1.6M |
| Capital City Trust Co. | 0.32% | Reduce -23.6% | 14,533 | $1.6M |
| Nvwm, LLC | 0.31% | Reduce -32.3% | 14,431 | $1.6M |
| Curi Capital, LLC | 0.02% | No change | 14,272 | $1.5M |
| Gilpin Wealth Management, LLC | 1.06% | Reduce -0.5% | 14,228 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.29% | Add +1.7% | 14,037 | $1.5M |
| Calton & Associates, Inc. | 0.22% | Reduce -4.0% | 13,918 | $1.5M |
| Oakmont Advisory Group, LLC | 1.26% | Reduce -10.3% | 13,869 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.5% | 13,753 | $1.5M |
| VestGen Advisors, LLC | 0.04% | Reduce -1.8% | 13,241 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.03% | No change | 13,224 | $1.4M |
| Investment Management Trust, LLC | 1.25% | Reduce -4.9% | 12,948 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +36.8% | 12,911 | $1.4M |
| Pension & Wealth Management Advisors, Inc. | 0.37% | Reduce -3.0% | 12,764 | $1.4M |
| Guardian Asset Advisors, LLC | 0.63% | Add +149.7% | 12,615 | $1.4M |
| Investors Research Corp | 0.24% | Reduce -7.6% | 12,516 | $1.3M |
| Nabity-Jensen Investment Management Inc | 0.83% | No change | 12,488 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.2% | 12,357 | $1.3M |
| BridgePort Financial Solutions, LLC | 0.33% | Add +0.9% | 12,129 | $1.3M |
| Kraematon Investment Advisors, Inc. | 0.97% | Reduce -4.1% | 12,129 | $1.3M |
| Arrow Investment Advisors, LLC | 1.26% | No change | 12,123 | $1.3M |
| Herold Advisors, Inc. | 0.25% | No change | 11,925 | $1.3M |
| Patten Group, Inc. | 0.20% | Reduce -4.4% | 11,874 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.4% | 11,523 | $1.2M |
| M3 Advisory Group, LLC | 0.63% | Add +1.9% | 11,355 | $1.2M |
| Insight Wealth Strategies, LLC | 0.12% | Add +0.3% | 11,550 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -16.2% | 11,087 | $1.2M |
| Arax Advisory Partners | 0.01% | Add +665.9% | 11,006 | $1.2M |
| Lazard Asset Management LLC | 0.00% | No change | 11,000 | $1.2M |
| VestGen Investment Management | 0.62% | Add +5.4% | 10,769 | $1.2M |
| Cottonwood Capital Advisors, LLC | 0.70% | Reduce -0.4% | 10,753 | $1.2M |
| Intrust Bank NA | 0.09% | No change | 10,725 | $1.2M |
| Occidental Asset Management, LLC | 0.11% | Reduce -6.1% | 10,706 | $1.2M |
| Advisory Alpha, LLC | 0.03% | Reduce -46.4% | 10,682 | $1.2M |
| Citadel Advisors | 0.00% | Add +46.3% | 10,652 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -1.8% | 10,498 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 10,531 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +1.1% | 10,414 | $1.1M |
| Peregrine Asset Advisers, Inc. | 0.24% | No change | 10,407 | $1.1M |
| Purpose Unlimited Inc. | 0.04% | Add +47.0% | 10,292 | $1.1M |
| Johnson Financial Group, Inc. | 0.04% | No change | 10,258 | $1.1M |
| Targeted Financial Services LLC | 0.81% | No change | 10,240 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.40% | Add +53.3% | 10,234 | $1.1M |
| Towerpoint Wealth, LLC | 0.38% | Add +0.2% | 10,210 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +19.8% | 10,141 | $1.1M |
| Stablepoint Partners, LLC | 0.15% | Add +7.7% | 10,072 | $1.1M |
| James Investment Research, Inc. | 0.11% | New | 9,951 | $1.1M |
| Daymark Wealth Partners, LLC | 0.03% | New | 9,884 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | No change | 9,861 | $1.1M |
| Moneco Advisors, LLC | 0.06% | New | 9,794 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +9.1% | 9,761 | $1.1M |
| First Merchants Corp. | 0.04% | No change | 9,659 | $1.0M |
| OneAscent Financial Services LLC | 0.05% | Reduce -1.9% | 9,544 | $1.0M |
| Lee, Kelleher & Klein Wealth Management | 0.54% | No change | 9,500 | $1.0M |
| Capstone Wealth Management Group, Inc. | 0.60% | — | 9,228 | $995K |
| Key Financial Inc | 0.16% | No change | 9,219 | $994K |
| Belpointe Asset Management LLC | 0.03% | Add +128.6% | 9,102 | $981K |
| Rockland Trust Co. | 0.04% | Reduce -1.2% | 9,090 | $980K |
| Portland Financial Advisors Inc | 1.75% | No change | 8,909 | $961K |
| Fifth Third Bancorp | 0.00% | Add +0.8% | 8,906 | $960K |
| Sidoxia Capital Management, LLC | 0.69% | Add +2.9% | 8,704 | $938K |
| Pinnacle Associates Ltd. | 0.01% | Add +8.8% | 8,683 | $936K |
| RCW Management, LLC | 0.84% | No change | 8,639 | $931K |
| Legacy Financial Group LLC | 0.10% | Reduce -11.8% | 8,455 | $912K |
| Money Concepts Capital Corp. | 0.04% | Add +253.7% | 8,449 | $911K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 8,407 | $906K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -45.6% | 8,356 | $901K |
| Lido Advisors, LLC | 0.00% | Add +121.5% | 8,345 | $900K |
| PW Nova Financial Services LLC | 0.19% | New | 8,317 | $897K |
| Spartan Wealth Advisory Services LLC | 0.07% | Add +0.0% | 8,275 | $892K |
| BNP Paribas Financial Markets | 0.00% | Reduce -27.3% | 8,241 | $889K |
| Telos Capital Management, Inc. | 0.08% | Reduce -14.6% | 8,221 | $886K |
| SK Wealth Management, LLC | 0.20% | Reduce -12.1% | 8,361 | $866K |
| Horst & Graben Wealth Management LLC | 0.11% | Reduce -9.0% | 8,079 | $855K |
| Stephens Inc. | 0.01% | Add +2.1% | 7,925 | $854K |
| Comprehensive Money Management Services LLC | 0.52% | Reduce -0.4% | 7,728 | $833K |
| Maridea Wealth Management LLC | 0.09% | Add +2.6% | 7,670 | $827K |
| Capital Advisors Inc. | 0.01% | No change | 7,645 | $824K |
| Laraway Financial Advisors Inc | 0.48% | No change | 7,375 | $795K |
| Signal Advisors Wealth, LLC | 0.04% | Add +18.3% | 7,089 | $764K |
| Invesco Ltd. | 0.00% | Reduce -6.6% | 7,088 | $764K |
| Trajan Wealth LLC | 0.03% | Add +14.2% | 7,053 | $760K |
| GeoWealth Management, LLC | 0.02% | Reduce -25.9% | 7,007 | $756K |
| Savant Capital, LLC | 0.00% | Add +134.7% | 7,487 | $755K |
| Trifecta Capital Advisors, LLC | 0.09% | No change | 6,835 | $737K |
| Midwest Trust Co | 0.01% | No change | 6,815 | $735K |
| Smithbridge Asset Management Inc. | 0.10% | Reduce -8.4% | 6,811 | $734K |
| Webster Bank, N. A. | 0.06% | Reduce -3.1% | 6,772 | $730K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -2.6% | 6,754 | $728K |
| National Bank of Canada | 0.00% | Reduce -38.9% | 6,739 | $726K |
| M&T Bank Corp | 0.00% | No change | 6,600 | $712K |
| Pursue Wealth Partners LLC | 0.40% | Reduce -42.5% | 6,550 | $706K |
| Sonata Capital Group Inc. | 0.23% | No change | 6,535 | $705K |
| Left Brain Wealth Management, LLC | 0.21% | New | 6,425 | $693K |
| Hyundai Investments Co., Ltd. | 0.74% | Add +10.0% | 6,405 | $686K |
| CAP Partners, LLC | 0.33% | Reduce -1.5% | 6,186 | $667K |
| Snowden Capital Advisors LLC | 0.02% | No change | 6,088 | $656K |
| Waystone Advisors LLC | 0.49% | Reduce -11.9% | 6,086 | $656K |
| Annex Advisory Services, LLC | 0.01% | Add +0.4% | 6,020 | $649K |
| TFB Advisors LLC | 0.29% | Reduce -7.9% | 6,018 | $649K |
| Coppell Advisory Solutions LLC | 0.05% | New | 977 | $647K |
| Asset One Wealth Management LLC | 0.07% | Add +36.9% | 6,107 | $633K |
| Savvy Advisors, Inc. | 0.01% | Add +2.3% | 5,783 | $623K |
| LongView Wealth Management | 0.16% | Add +0.2% | 5,780 | $623K |
| ERn Financial, LLC | 0.10% | Add +0.4% | 5,630 | $607K |
| Kovack Advisors, Inc. | 0.03% | Reduce -4.8% | 5,714 | $605K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -19.8% | 5,605 | $604K |
| RVW Wealth, LLC | 0.04% | No change | 5,512 | $594K |
| FORM Wealth Advisors, LLC | 0.06% | Add +0.4% | 5,418 | $584K |
| MV Capital Management, Inc. | 0.05% | No change | 5,401 | $582K |
| Wealth Management Resources, Inc. | 0.18% | Add +0.0% | 5,357 | $578K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +119.5% | 5,289 | $570K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.0% | 5,281 | $569K |
| Foundations Investment Advisors, LLC | 0.01% | Add +31.3% | 5,267 | $568K |
| Liberty Atlantic Advisors LLC | 0.40% | No change | 5,125 | $553K |
| Spire Wealth Management | 0.02% | Add +0.1% | 5,109 | $551K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -15.6% | 5,100 | $550K |
| D.A. Davidson & Co. | 0.00% | Reduce -62.6% | 5,047 | $544K |
| Certified Advisory Corp | 0.04% | Reduce -2.9% | 5,040 | $543K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -20.8% | 4,955 | $534K |
| Glen Eagle Advisors, LLC | 0.07% | Reduce -5.5% | 4,949 | $534K |
| Betterment LLC | 0.00% | New | 4,906 | $529K |
| Caprock Group, LLC | 0.01% | No change | 4,835 | $521K |
| Hudson Oak Wealth Advisory LLC | 0.39% | Reduce -4.3% | 4,749 | $512K |
| Bank of Stockton | 0.14% | No change | 4,700 | $507K |
| International Assets Investment Management, LLC | 0.03% | Add +9.5% | 4,732 | $501K |
| Eagle Strategies LLC | 0.05% | New | 4,616 | $498K |
| AlphaCentric Advisors LLC | 0.42% | Reduce -10.1% | 4,579 | $494K |
| Cibc World Market Inc. | 0.00% | Add +55.0% | 4,571 | $493K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -53.5% | 4,555 | $491K |
| Old Port Advisors | 0.10% | No change | 4,534 | $489K |
| Faithward Advisors, LLC | 0.06% | Reduce -8.1% | 4,516 | $487K |
| Duncan Williams Asset Management, LLC | 0.11% | Reduce -1.7% | 4,467 | $482K |
| Csenge Advisory Group | 0.02% | Reduce -10.3% | 4,426 | $477K |
| Dakota Wealth Management | 0.01% | Reduce -5.3% | 4,423 | $477K |
| Copia Wealth Management | 0.28% | Add +15.0% | 4,352 | $469K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,542 | $460K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -10.6% | 4,542 | $460K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,299 | $454K |
| Embree Financial Group | 0.05% | Reduce -3.7% | 4,209 | $454K |
| Topsail Wealth Management, LLC | 0.06% | Reduce -2.3% | 4,174 | $450K |
| Simmons Bank | 0.03% | New | 4,090 | $441K |
| MeadowBrook Investment Advisors LLC | 0.35% | Reduce -1.2% | 4,080 | $440K |
| Seldon Capital LP | 0.14% | No change | 4,068 | $439K |
| Dorsey Wright & Associates | 0.07% | Reduce -86.2% | 4,048 | $436K |
| Orion Capital Management LLC | 0.13% | No change | 4,000 | $431K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 4,000 | $431K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,000 | $431K |
| Pathstone Holdings, LLC | 0.00% | New | 3,958 | $427K |
| CPC Advisors, LLC | 0.06% | Add +16.6% | 3,944 | $425K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 3,929 | $424K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.2% | 3,849 | $415K |
| OneDigital Investment Advisors LLC | 0.00% | Add +40.1% | 3,838 | $414K |
| Mascagni Wealth Management, Inc. | 0.25% | Reduce -2.4% | 3,804 | $410K |
| Hobart Private Capital, LLC | 0.07% | Reduce -10.1% | 3,796 | $409K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 3,763 | $406K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,749 | $404K |
| Calamos Wealth Management LLC | 0.01% | No change | 3,680 | $397K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -2.6% | 3,643 | $393K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -0.8% | 3,620 | $390K |
| IHT Wealth Management, LLC | 0.01% | New | 3,618 | $390K |
| Focused Wealth Management, Inc | 0.03% | Reduce -0.3% | 3,616 | $390K |
| Rossby Financial, LCC | 0.07% | Add +137.3% | 3,789 | $388K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -20.9% | 3,576 | $386K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 3,553 | $383K |
| Boston Family Office LLC | 0.02% | No change | 3,510 | $378K |
| Independent Wealth Network Inc. | 0.10% | Reduce -6.0% | 3,499 | $377K |
| Retireful, LLC | 0.35% | Reduce -17.0% | 3,483 | $376K |
| CoreCap Advisors, LLC | 0.01% | Add +0.4% | 3,457 | $373K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,416 | $368K |
| CCG Wealth Management, LLC | 0.08% | No change | 3,370 | $363K |
| Commerce Bank | 0.00% | Add +22.0% | 3,368 | $363K |
| Private Trust Co. NA | 0.03% | No change | 3,345 | $361K |
| Merit Financial Group, LLC | 0.00% | Reduce -9.7% | 3,306 | $356K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.7% | 3,297 | $355K |
| Three Magnolias Financial Advisors, LLC | 0.20% | Reduce -3.0% | 3,280 | $354K |
| Breakwater Capital Group | 0.04% | Add +0.1% | 3,210 | $346K |
| Invst, LLC | 0.03% | New | 3,164 | $341K |
| Schwallier Wealth Management LLC | 0.21% | Reduce -45.1% | 3,157 | $340K |
| Burke & Herbert Bank & Trust Co. | 0.08% | No change | 3,105 | $335K |
| Instrumental Wealth, LLC | 0.17% | Reduce -0.8% | 3,036 | $327K |
| Oxinas Partners, LLC | 0.13% | Add +0.0% | 3,000 | $323K |
| Flow Traders U.S. LLC | 0.01% | New | 2,992 | $323K |
| Urban Wealth Management, LLC | 0.28% | No change | 2,995 | $323K |
| Winthrop Advisory Group LLC | 0.02% | No change | 2,984 | $322K |
| Westmount Partners, LLC | 0.07% | Add +0.2% | 2,961 | $319K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.5% | 2,934 | $316K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,928 | $316K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -14.8% | 2,926 | $315K |
| Sage Rhino Capital LLC | 0.05% | Reduce -74.8% | 2,909 | $314K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -42.3% | 2,860 | $308K |
| NorthRock Partners, LLC | 0.00% | No change | 2,842 | $306K |
| 93 Financial Group, LLC | 0.12% | Reduce -9.6% | 2,804 | $302K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -0.2% | 2,798 | $302K |
| Ascent Group, LLC | 0.01% | Reduce -22.7% | 2,793 | $301K |
| Advisory Services Network, LLC | 0.00% | Add +47.4% | 2,787 | $300K |
| Balefire, LLC | 0.05% | Reduce -23.0% | 2,771 | $299K |
| Rothschild Investment LLC | 0.01% | No change | 2,750 | $297K |
| WealthPoint Financial, LLC | 0.22% | Add +9.4% | 2,749 | $296K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,746 | $296K |
| Meridian Wealth Management, LLC | 0.01% | No change | 2,715 | $293K |
| M. Kulyk & Associates, LLC | 0.05% | No change | 2,674 | $288K |
| Liberty Square Wealth Partners LLC | 0.07% | No change | 2,597 | $280K |
| Quad-Cities Investment Group, LLC | 0.10% | Add +0.3% | 2,589 | $279K |
| Wealthspire Retirement, LLC | 0.01% | Add +2.5% | 2,498 | $269K |
| Unique Wealth Strategies, LLC | 0.10% | Reduce -1.0% | 2,487 | $268K |
| Key Client Fiduciary Advisors, LLC | 0.08% | No change | 2,480 | $267K |
| Arkadios Wealth Advisors | 0.00% | Reduce -29.6% | 2,477 | $267K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -10.6% | 2,423 | $261K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 2,411 | $260K |
| Wealthfront Advisers LLC | 0.00% | Add +5.1% | 2,410 | $260K |
| Hancock Whitney Corp. | 0.00% | Reduce -28.0% | 2,381 | $257K |
| Triton Financial Group Inc | 0.15% | Reduce -58.6% | 2,379 | $257K |
| Vertex Planning Partners, LLC | 0.04% | Add +4.5% | 2,373 | $256K |
| Reyes Financial Architecture, Inc. | 0.14% | New | 2,370 | $256K |
| Citizens Financial Group Inc. | 0.00% | No change | 2,317 | $250K |
| Investment House LLC | 0.01% | No change | 2,285 | $246K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.04% | No change | 2,250 | $243K |
| Keel Point, LLC | 0.01% | Add +0.1% | 2,214 | $239K |
| Lavaca Capital LLC | 0.02% | Add +211.2% | 2,169 | $234K |
| Klingenstein Fields & Co. LP | 0.01% | New | 2,165 | $233K |
| Trust Co. of Oklahoma | 0.06% | New | 2,154 | $232K |
| Axxcess Wealth Management, LLC | 0.00% | New | 2,149 | $232K |
| Old North State Trust, LLC | 0.12% | New | 2,138 | $231K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,140 | $231K |
| Essex Financial Services, Inc. | 0.01% | New | 2,125 | $229K |
| PMG Wealth Management, Inc. | 0.14% | New | 2,100 | $226K |
| Americana Partners, LLC | 0.01% | New | 2,097 | $226K |
| Global View Capital Management LLC | 0.05% | New | 2,079 | $224K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -76.9% | 2,074 | $224K |
| BTS Asset Management, Inc. | 0.46% | New | 2,039 | $220K |
| Port Capital LLC | 0.01% | New | 2,025 | $218K |
| Centaurus Financial, Inc. | 0.01% | Reduce -33.8% | 2,020 | $218K |
| Huntleigh Advisors, Inc. | 0.03% | New | 2,021 | $218K |
| Fiduciary Financial Advisors | 0.02% | New | 2,017 | $218K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,014 | $217K |
| Boston Research & Management Inc. | 0.05% | New | 2,009 | $217K |
| Benjamin Edwards Inc. | 0.00% | New | 2,003 | $216K |
| MorganRosel Wealth Management, LLC | 0.07% | New | 2,000 | $216K |
| Patton Albertson Miller Group, LLC | 0.02% | New | 2,000 | $216K |
| BAM Wealth Management, LLC | 0.13% | Reduce -9.9% | 1,983 | $214K |
| PFG Investments, LLC | 0.01% | Reduce -63.6% | 1,935 | $209K |
| Navellier & Associates Inc. | 0.02% | New | 1,901 | $205K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +5.6% | 1,900 | $205K |
| Portside Wealth Group, LLC | 0.02% | Reduce -17.2% | 1,890 | $204K |
| Alliance Wealth Advisors, LLC | 0.04% | Reduce -45.1% | 1,886 | $203K |
| Evercore Wealth Management, LLC | 0.00% | New | 1,882 | $203K |
| Strategy Asset Managers LLC | 0.03% | New | 1,877 | $202K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | New | 1,868 | $201K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | New | 1,859 | $200K |
| Calder Financial LLC | 0.19% | New | 1,856 | $200K |
| Institute for Wealth Management, LLC. | 0.02% | New | 1,843 | $199K |
| Bokf, NA | 0.00% | No change | 1,810 | $195K |
| Ssa Swiss Advisors AG | 0.07% | No change | 1,697 | $183K |
| Blue Trust, Inc. | 0.00% | Add +436.0% | 1,608 | $173K |
| 10Elms LLP | 0.07% | Add +520.4% | 1,551 | $167K |
| Eastern Bank | 0.00% | No change | 1,500 | $162K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.1% | 1,434 | $156K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,427 | $154K |
| CX Institutional | 0.00% | Reduce -55.9% | 1,393 | $150K |
| United Community Bank | 0.05% | Reduce -3.5% | 1,357 | $146K |
| Truvestments Capital LLC | 0.02% | New | 1,337 | $144K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 1,324 | $143K |
| IFG Advisory, LLC | 0.00% | Add +45.0% | 1,305 | $141K |
| MCF Advisors LLC | 0.01% | No change | 1,300 | $140K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -52.9% | 1,284 | $138K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,196 | $129K |
| EPG Wealth Management LLC | 0.03% | No change | 1,088 | $117K |
| Belvedere Trading LLC | 0.01% | New | 1,083 | $117K |
| Main Street Group, LTD | 0.03% | Add +0.1% | 1,067 | $115K |
| Arlington Trust Co LLC | 0.01% | No change | 1,000 | $108K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.4% | 946 | $102K |
| Franklin Resources Inc. | 0.00% | No change | 939 | $101K |
| Dunhill Financial, LLC | 0.02% | No change | 935 | $101K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.5% | 931 | $100K |
| Gill Capital Partners, LLC | 0.03% | Reduce -7.0% | 930 | $100K |
| Bullock Wealth Management Group | 0.04% | Add +0.2% | 946 | $100K |
| BlueCrest Capital Management Ltd | 0.00% | New | 926 | $100K |
| St Germain D J Co. Inc. | 0.00% | Reduce -3.6% | 909 | $98K |
| Highline Wealth Partners LLC | 0.02% | No change | 894 | $96K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +0.9% | 862 | $93K |
| Phillips Financial Management, LLC | 0.01% | No change | 814 | $88K |
| Union Savings Bank | 0.03% | No change | 764 | $82K |
| Lloyd Advisory Services, LLC. | 0.03% | Add +179.0% | 717 | $77K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 700 | $75K |
| Tompkins Financial Corp. | 0.01% | New | 658 | $71K |
| Robbins Farley | 0.03% | Reduce -9.2% | 651 | $70K |
| American National Bank & Trust | 0.01% | No change | 645 | $70K |
| Bayban | 0.05% | No change | 600 | $65K |
| Independence Bank of Kentucky | 0.01% | No change | 600 | $65K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 594 | $64K |
| Financial Network Wealth Advisors LLC | 0.06% | Reduce -6.6% | 570 | $61K |
| Sage Mountain Advisors LLC | 0.00% | No change | 569 | $61K |
| Roxbury Financial LLC | 0.05% | Add +0.2% | 556 | $60K |
| Smartleaf Asset Management LLC | 0.00% | No change | 544 | $58K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.4% | 539 | $58K |
| Kroeger Financial Partners | 0.06% | — | 536 | $58K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 535 | $58K |
| Front Row Advisors LLC | 0.02% | No change | 540 | $56K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 503 | $54K |
| Luminist Capital LLC | 0.06% | New | 480 | $52K |
| Forum Finance Group S.A. | 0.02% | No change | 550 | $48K |
| Financial Management Professionals, Inc. | 0.00% | New | 430 | $46K |
| FWL Investment Management, LLC | 0.01% | New | 429 | $46K |
| Colonial Trust Co / SC | 0.01% | No change | 426 | $46K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -83.1% | 416 | $45K |
| Caldwell Trust Co | 0.00% | No change | 400 | $43K |
| Mather Group, Llc. | 0.00% | No change | 383 | $41K |
| NBT Bank, N.A. | 0.00% | No change | 374 | $40K |
| Kingdom Financial Group LLC. | 0.01% | Add +31.9% | 339 | $37K |
| First Pacific Financial | 0.00% | Add +0.3% | 332 | $36K |
| Country Trust Bank | 0.00% | Reduce -12.4% | 324 | $35K |
| Benson Wealth Management INC | 0.03% | No change | 304 | $33K |
| High Point Wealth Management, LLC | 0.03% | Add +0.3% | 288 | $31K |
| Center for Financial Planning, Inc. | 0.00% | No change | 284 | $31K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 274 | $30K |
| Creative Financial Designs Inc. | 0.00% | No change | 267 | $29K |
| First PREMIER Bank | 0.00% | No change | 250 | $27K |
| Solstein Capital, LLC | 0.01% | No change | 240 | $26K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.4% | 240 | $26K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 225 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $23K |
| Gables Capital Management Inc. | 0.01% | No change | 200 | $22K |
| Grove Bank & Trust | 0.00% | No change | 200 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 199 | $21K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 198 | $21K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 188 | $20K |
| Continuum Advisory, LLC | 0.00% | New | 175 | $19K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -10.5% | 170 | $18K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 164 | $18K |
| Regatta Research & Money Management | 0.02% | — | 160 | $17K |
| Pflug Koory, LLC | 0.01% | No change | 151 | $16K |
| Boyd Watterson Asset Management LLC | 0.00% | New | 145 | $16K |
| Providence Capital Advisors, LLC | 0.00% | No change | 139 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 139 | $15K |
| Gen-Wealth Partners Inc | 0.00% | No change | 130 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -52.8% | 117 | $13K |
| Syntax Research, Inc. | 0.01% | No change | 115 | $12K |
| Sarver Vrooman Wealth Advisors | 0.01% | No change | 116 | $12K |
| Park Square Financial Group, LLC | 0.10% | Reduce -0.9% | 107 | $12K |
| Simplex Trading, LLC | 0.00% | New | 102 | $11K |
| Realta Investment Advisors | 0.00% | No change | 100 | $11K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 97 | $10K |
| Hantz Financial Services, Inc. | 0.00% | No change | 87 | $9K |
| Sunrise Financial Services, LLC | 0.01% | No change | 83 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 80 | $9K |
| Lodestone Wealth Management LLC | 0.00% | Reduce -25.5% | 76 | $8K |
| Monetary Solutions, Ltd | 0.01% | No change | 75 | $8K |
| Manchester Capital Management LLC | 0.00% | Reduce -57.2% | 71 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 67 | $7K |
| Networth Advisors, LLC | 0.00% | New | 66 | $7K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -96.1% | 55 | $6K |
| Compass Financial Management LLC | 0.00% | — | 54 | $6K |
| Buck Wealth Strategies, LLC | 0.00% | New | 52 | $6K |
| Triumph Capital Management | 0.00% | Reduce -66.7% | 50 | $5K |
| NFSG Corp | 0.00% | No change | 39 | $4K |
| Asset Dedication, LLC | 0.00% | New | 33 | $4K |
| Angeles Wealth Management, LLC | 0.00% | New | 28 | $3K |
| Davis Capital Management | 0.00% | New | 11 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $1K |
| Tidemark, LLC | 0.00% | No change | 6 | $647 |
| BlackRock, Inc. | 0.00% | New | 2 | $231 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $108 |
"% 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.