SS SPDR BB Ig Float RT ETFFLRNETF
13F holders, Q4 2024 (December 31)330holders +14
27new positions
36sold out
1famous investor
$30.73avg. 13F price*
At the end of Q4 2024, 330 institutions reported holding SS SPDR BB Ig Float RT ETF (FLRN) in their 13F filings, up 14 from Q3 2024. 27 opened new positions and 36 sold out. The largest holders were Wealthfront Advisers LLC ($154.6M), Ameriprise Financial Inc. ($110.8M) and Morgan Stanley ($63.7M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- SS SPDR BB Ig Float RT ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $30.3M |
| Exits | 36 | $31.2M |
All 13F filers, Q3 2024 → Q4 2024: 6,370,153 shares bought and 7,635,360 shares sold, net −1,265,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 330 holders
| Wealthfront Advisers LLC | 0.45% | Add +48.2% | 5,030,086 | $154.6M |
| Ameriprise Financial Inc. | 0.03% | Add +3.2% | 3,604,662 | $110.8M |
| Morgan Stanley | 0.00% | Add +6.6% | 2,074,352 | $63.7M |
| LPL Financial LLC | 0.02% | Reduce -21.3% | 1,801,505 | $55.4M |
| Bank of America Corp. | 0.00% | Add +3.5% | 1,666,960 | $51.2M |
| Renaissance Technologies | 0.07% | Reduce -1.7% | 1,613,100 | $49.6M |
| New York Life Investment Management LLC | 0.48% | Add +7.5% | 1,611,735 | $49.5M |
| Wells Fargo & Company | 0.01% | Reduce -55.0% | 1,133,686 | $34.8M |
| Keybank National Association | 0.13% | Reduce -12.8% | 1,114,389 | $34.2M |
| Curbstone Financial Management Corp | 6.95% | Add +65.1% | 1,067,316 | $32.8M |
| State Street Corp. | 0.00% | Reduce -11.6% | 1,014,972 | $31.2M |
| Facet Wealth, Inc. | 0.81% | Add +5.4% | 993,464 | $30.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -39.1% | 925,767 | $28.4M |
| Tiaa Trust, National Association | 0.08% | Reduce -53.4% | 860,703 | $26.4M |
| Valmark Advisers, Inc. | 0.41% | Add +3.0% | 855,501 | $26.3M |
| Stratos Investment Management, LLC | 1.51% | Add +39.3% | 819,769 | $25.2M |
| Legacy Edge Advisors, LLC | 3.78% | Add +16.8% | 774,178 | $23.8M |
| Cornerstone Management, Inc. | 4.49% | Add +13.1% | 754,541 | $23.2M |
| Towercrest Capital Management | 3.72% | Add +0.8% | 748,100 | $23.0M |
| Alliance Wealth Management Group | 5.91% | Add +1.2% | 718,839 | $22.1M |
| Advisory Alpha, LLC | 0.75% | Add +49.5% | 689,091 | $21.2M |
| Mfa Wealth Advisors, LLC | 5.38% | Add +9.4% | 683,921 | $21.0M |
| UBS Group AG | 0.00% | Reduce -1.4% | 635,132 | $19.5M |
| WESCAP Management Group, Inc. | 4.34% | Reduce -0.9% | 581,386 | $17.9M |
| Providence First Trust Co | 5.96% | Add +29.4% | 515,318 | $15.8M |
| Raymond James Financial Inc. | 0.01% | — | 508,161 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +70.5% | 441,714 | $13.6M |
| Appleton Partners Inc. | 0.99% | Add +109.5% | 435,558 | $13.4M |
| Whitcomb & Hess, Inc. | 3.79% | Add +1.8% | 399,510 | $12.3M |
| Assetmark, Inc. | 0.03% | Reduce -35.9% | 397,231 | $12.2M |
| Allworth Financial LP | 0.06% | Add +126801.0% | 376,896 | $11.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -53.2% | 370,077 | $11.4M |
| Ameliora Wealth Management Ltd. | 4.26% | Add +5.9% | 369,453 | $11.4M |
| Cherry Tree Wealth Management, LLC | 2.72% | Reduce -1.4% | 357,957 | $11.0M |
| NorthCoast Asset Management LLC | 0.05% | Add +0.9% | 307,265 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.2% | 306,428 | $9.4M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +8.6% | 305,222 | $9.4M |
| Aspetuck Financial Management LLC | 7.18% | — | 299,661 | $9.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.4% | 292,681 | $9.0M |
| Treynor Bancshares, Inc. | 9.44% | Reduce -3.2% | 291,113 | $8.9M |
| Penobscot Investment Management Company, Inc. | 0.81% | Add +3.3% | 290,576 | $8.9M |
| Integrity Alliance, Llc. | 0.97% | — | 290,269 | $8.9M |
| Dean Investment Associates, LLC | 1.20% | Add +0.8% | 272,848 | $8.4M |
| IHT Wealth Management, LLC | 0.27% | Add +53.0% | 268,303 | $8.2M |
| Buska Wealth Management, LLC | 2.60% | Add +28.1% | 263,858 | $8.1M |
| Harbor Advisory Corp. | 2.59% | Reduce -1.9% | 256,160 | $7.9M |
| Cwm, LLC | 0.03% | Reduce -6.0% | 255,203 | $7.8M |
| Parsons Capital Management Inc. | 0.42% | Add +100.2% | 251,034 | $7.7M |
| Cedar Mountain Advisors, LLC | 1.68% | Reduce -0.0% | 249,121 | $7.7M |
| Outlook Wealth Advisors, LLC | 2.17% | Reduce -5.0% | 246,439 | $7.6M |
| Cetera Investment Advisers | 0.02% | Reduce -31.6% | 245,693 | $7.6M |
| Alesco Advisors, LLC, An ESL Co | 0.22% | Reduce -1.3% | 231,865 | $7.1M |
| Fiduciary Financial Group, LLC | 1.56% | Add +2.4% | 231,132 | $7.1M |
| Courier Capital LLC | 0.49% | Add +1.2% | 229,859 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -0.0% | 229,660 | $7.1M |
| RFG Advisory, LLC | 0.19% | Add +0.4% | 223,864 | $6.9M |
| Calton & Associates, Inc. | 3.00% | Add +24.1% | 221,074 | $6.8M |
| Capital Advisory Group Advisory Services, LLC | 2.38% | Add +15.3% | 215,487 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -71.9% | 213,828 | $6.6M |
| Fortitude Advisory Group L.L.C. | 3.83% | New | 206,571 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.8% | 197,004 | $6.1M |
| Cannon Advisors, Inc. | 5.05% | Reduce -2.2% | 193,279 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -18.9% | 192,113 | $5.9M |
| Sykon Capital LLC | 1.94% | Reduce -32.1% | 182,814 | $5.6M |
| AlphaCore Capital LLC | 1.17% | New | 175,210 | $5.4M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -2.1% | 175,123 | $5.4M |
| Beacon Financial Group | 0.58% | Reduce -13.7% | 174,074 | $5.3M |
| Better Money Decisions, LLC | 3.65% | Add +3.5% | 171,503 | $5.3M |
| RiverGlades Family Offices LLC | 3.64% | Add +9.6% | 165,831 | $5.1M |
| Forefront Analytics, LLC | 2.29% | Add +146.8% | 160,008 | $4.9M |
| MML Investors Services, LLC | 0.02% | Add +42.5% | 144,901 | $4.5M |
| Terril Brothers, Inc. | 1.35% | Reduce -3.1% | 143,960 | $4.4M |
| Eagle Global Advisors LLC | 0.18% | Add +0.7% | 142,627 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | New | 142,239 | $4.4M |
| BCS Wealth Management | 1.06% | Add +11.5% | 138,102 | $4.2M |
| Creative Planning | 0.00% | Reduce -3.3% | 122,744 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 118,727 | $3.6M |
| Sowell Financial Services LLC | 0.19% | Add +26.1% | 117,581 | $3.6M |
| Moneco Advisors, LLC | 0.38% | Add +0.8% | 116,132 | $3.6M |
| Generation Capital Management LLC | 3.06% | — | 116,100 | $3.6M |
| Mariner, LLC | 0.01% | Reduce -5.0% | 114,171 | $3.5M |
| United Community Bank | 1.36% | Reduce -0.1% | 113,869 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +3550.2% | 112,169 | $3.4M |
| Bison Wealth, LLC | 0.41% | — | 109,041 | $3.4M |
| CENTRAL TRUST Co | 0.08% | Reduce -4.1% | 108,230 | $3.3M |
| Aries Wealth Management | 0.88% | Add +14.3% | 104,158 | $3.2M |
| New England Capital Financial Advisors LLC | 1.56% | Add +4.2% | 103,746 | $3.2M |
| Tandem Investment Partners LLC | 2.89% | — | 98,225 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 97,233 | $3.0M |
| Gould Capital, LLC | 2.04% | Add +4.9% | 95,348 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +15.8% | 95,268 | $2.9M |
| Avity Investment Management Inc. | 0.22% | Add +296.2% | 91,705 | $2.8M |
| Websterrogers Financial Advisors, LLC | 0.91% | Add +1.3% | 85,088 | $2.6M |
| St Germain D J Co. Inc. | 0.12% | Reduce -13.6% | 83,696 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +6814.4% | 80,138 | $2.5M |
| Hobart Private Capital, LLC | 0.61% | Add +17.4% | 79,704 | $2.4M |
| Milestone Asset Management, LLC | 0.54% | New | 79,655 | $2.4M |
| Horizon Financial Services, LLC | 1.34% | Add +138.1% | 77,343 | $2.4M |
| Farther Finance Advisors, LLC | 0.09% | Add +26.4% | 76,949 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +23.8% | 74,586 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +19.8% | 73,835 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 73,100 | $2.2M |
| First National Corp. /Ma/ | 0.50% | Add +0.1% | 71,580 | $2.2M |
| Hudson Portfolio Management LLC | 1.97% | Add +10.2% | 65,235 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +57.1% | 64,924 | $2.0M |
| Guggenheim Capital LLC | 0.02% | Add +7.3% | 63,730 | $2.0M |
| Tradewinds Capital Management, LLC | 0.50% | Reduce -0.4% | 61,300 | $1.9M |
| International Assets Investment Management, LLC | 0.16% | New | 61,205 | $1.9M |
| Hilltop Holdings Inc. | 0.12% | Reduce -2.4% | 60,677 | $1.9M |
| Old Port Advisors | 0.50% | Reduce -13.5% | 57,012 | $1.8M |
| Aletheian Wealth Advisors LLC | 1.00% | Add +1.5% | 54,862 | $1.7M |
| Webster Bank, N. A. | 0.18% | No change | 53,799 | $1.7M |
| PFG Advisors | 0.10% | Add +17.3% | 51,192 | $1.6M |
| Scotia Capital Inc. | 0.01% | Reduce -7.4% | 50,370 | $1.5M |
| Crews Bank & Trust | 0.26% | — | 49,740 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +8.8% | 46,347 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.5% | 45,777 | $1.4M |
| Ethos Financial Group, LLC | 0.18% | Add +227.9% | 44,592 | $1.4M |
| Range Financial Group LLC | 0.59% | Reduce -11.4% | 41,841 | $1.3M |
| CVA Family Office, LLC | 0.20% | Reduce -22.7% | 41,734 | $1.3M |
| Glen Eagle Advisors, LLC | 0.21% | Add +5.5% | 41,544 | $1.3M |
| WJ Wealth Management, LLC | 0.43% | Add +11.9% | 40,579 | $1.2M |
| Ridgewood Investments LLC | 0.60% | Add +43.7% | 40,144 | $1.2M |
| YHB Investment Advisors, Inc. | 0.10% | Add +0.1% | 39,355 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +16.8% | 39,005 | $1.2M |
| Chesley Taft & Associates LLC | 0.05% | Add +1.3% | 38,100 | $1.2M |
| Caitlin John, LLC | 0.79% | Reduce -3.9% | 38,015 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +20.4% | 37,613 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -2.4% | 36,378 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 36,298 | $1.1M |
| Meriwether Wealth & Planning, LLC | 0.79% | — | 36,020 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.7% | 35,905 | $1.1M |
| Portland Financial Advisors Inc | 2.94% | — | 35,606 | $1.1M |
| McBroom & Associates, LLC | 0.60% | Add +3.7% | 34,618 | $1.1M |
| Keel Point, LLC | 0.08% | No change | 33,000 | $1.0M |
| Carr Financial Group Corp | 0.32% | Reduce -0.7% | 32,971 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -32.6% | 32,939 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.1% | 32,770 | $1.0M |
| Fernwood Investment Management, LLC | 0.34% | No change | 32,000 | $983K |
| Brady Martz Wealth Solutions, LLC | 0.23% | — | 31,095 | $958K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -10.5% | 29,628 | $910K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -0.9% | 28,996 | $891K |
| Cordgrass Capital Advisors, LLC | 0.26% | Reduce -1.4% | 28,682 | $881K |
| Uncommon Cents Investing LLC | 0.26% | No change | 28,155 | $865K |
| Western Wealth Management, LLC | 0.04% | Add +72.7% | 27,034 | $831K |
| Corient Private Wealth LP | 0.00% | Add +113.0% | 26,449 | $813K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.9% | 25,908 | $796K |
| Old Mission Capital LLC | 0.02% | Reduce -18.8% | 25,378 | $780K |
| Mount Lucas Management LP | 0.27% | Add +3.9% | 25,073 | $770K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.2% | 24,716 | $760K |
| Eagle Capital Management, LLC | 0.30% | No change | 24,110 | $741K |
| Prevail Innovative Wealth Advisors, LLC | 0.21% | Reduce -72.1% | 23,962 | $736K |
| SageView Advisory Group, LLC | 0.03% | Reduce -17.4% | 23,765 | $730K |
| Townsquare Capital LLC | 0.01% | Add +2.2% | 23,637 | $726K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.74% | Reduce -0.1% | 22,685 | $697K |
| Grey Ledge Advisors, LLC | 0.17% | Add +83.3% | 21,480 | $660K |
| Modera Wealth Management, LLC | 0.01% | Add +0.3% | 21,423 | $658K |
| Roger Wittlin Investment Advisory, LLC | 0.37% | Reduce -22.2% | 21,414 | $658K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +43.0% | 21,401 | $658K |
| Benjamin Edwards Inc. | 0.01% | Add +8.7% | 21,268 | $654K |
| Tritonpoint Wealth, LLC | 0.06% | No change | 20,700 | $636K |
| Oppenheimer & Co. Inc. | 0.01% | New | 20,530 | $631K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.4% | 20,514 | $630K |
| W1M Asset Management Ltd | 0.05% | New | 19,859 | $610K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -2.5% | 19,089 | $587K |
| Vista Investment Management | 0.22% | Reduce -16.3% | 18,686 | $574K |
| Geneos Wealth Management Inc. | 0.02% | Add +14.1% | 18,628 | $572K |
| Equitable Trust Co. | 0.03% | New | 18,439 | $567K |
| Bank of New York Mellon Corp | 0.00% | Reduce -52.0% | 18,397 | $565K |
| Avior Wealth Management, LLC | 0.02% | Reduce -5.1% | 18,294 | $562K |
| Cerity Partners LLC | 0.00% | Add +0.4% | 17,729 | $545K |
| Rock Point Advisors, LLC | 0.16% | Add +1.2% | 17,685 | $543K |
| Comerica Bank | 0.00% | Add +53.2% | 17,620 | $541K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -34.2% | 17,142 | $527K |
| Laraway Financial Advisors Inc | 0.40% | No change | 16,685 | $513K |
| Root Financial Partners, LLC | 0.06% | New | 16,268 | $500K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -7.8% | 16,116 | $495K |
| Waverly Advisors, LLC | 0.01% | Add +3.9% | 15,772 | $485K |
| Guidance Capital, Inc. | 0.15% | No change | 15,468 | $477K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -0.9% | 15,397 | $474K |
| Comprehensive Money Management Services LLC | 0.39% | — | 15,350 | $472K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -2.0% | 15,039 | $462K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -46.8% | 14,829 | $456K |
| EverSource Wealth Advisors, LLC | 0.03% | New | 14,519 | $446K |
| NTV Asset Management LLC | 0.06% | Reduce -2.3% | 14,075 | $433K |
| Independent Financial Group, LLC | 0.01% | Reduce -38.1% | 14,041 | $431K |
| Belpointe Asset Management LLC | 0.03% | Add +22.1% | 13,954 | $430K |
| Liberty Wealth Management LLC | 0.07% | New | 13,589 | $418K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 13,502 | $415K |
| MTM Investment Management, LLC | 0.15% | Reduce -6.3% | 13,089 | $402K |
| Sovran Advisors, LLC | 0.06% | — | 12,972 | $400K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -28.9% | 12,866 | $395K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.8% | 12,784 | $393K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -84.0% | 12,734 | $391K |
| &partners | 0.00% | Add +15.3% | 12,166 | $374K |
| Independent Advisor Alliance | 0.00% | New | 12,103 | $372K |
| Octavia Wealth Advisors, LLC | 0.04% | No change | 11,967 | $368K |
| Silverlake Wealth Management LLC | 0.14% | Reduce -5.5% | 11,702 | $360K |
| L.M. Kohn & Company | 0.09% | Add +25.8% | 11,685 | $359K |
| IFG Advisory, LLC | 0.02% | New | 11,668 | $359K |
| Private Trust Co. NA | 0.04% | Reduce -14.4% | 11,651 | $358K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.7% | 11,564 | $355K |
| 10Elms LLP | 0.44% | — | 11,440 | $352K |
| New Century Financial Group, LLC | 0.15% | Reduce -58.1% | 11,343 | $349K |
| Opulen Financial Group LLC | 0.32% | — | 11,307 | $347K |
| Wealthcare Capital Partners, LLC | 0.18% | — | 11,206 | $344K |
| MCF Advisors LLC | 0.02% | Add +0.9% | 11,190 | $344K |
| Lunt Capital Management, Inc. | 0.13% | Add +7.3% | 11,095 | $341K |
| Financial Advocates Investment Management | 0.02% | Add +26.6% | 10,864 | $334K |
| Global Retirement Partners, LLC | 0.01% | Add +8407.1% | 10,804 | $332K |
| Summit Place Financial Advisors, LLC | 0.19% | Reduce -8.6% | 10,600 | $326K |
| Vantage Investment Partners, LLC | 0.03% | Reduce -6.0% | 10,365 | $319K |
| Focus Partners Wealth | 0.00% | Reduce -7.2% | 10,273 | $316K |
| Bleakley Financial Group, LLC | 0.01% | Add +7.5% | 10,124 | $311K |
| Fullcircle Wealth LLC | 0.13% | No change | 9,992 | $308K |
| Chatham Capital Group, Inc. | 0.05% | No change | 10,000 | $307K |
| Point Windward Advisors Inc. | 0.11% | Reduce -3.5% | 9,659 | $297K |
| RMR Wealth Builders | 0.03% | Reduce -34.7% | 9,655 | $297K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.0% | 9,419 | $289K |
| Genesis Private Wealth, LLC | 0.16% | — | 9,372 | $288K |
| Auour Investments LLC | 0.10% | Add +21.4% | 9,180 | $283K |
| Ceeto Capital Group, LLC | 0.10% | No change | 9,000 | $277K |
| TruWealth Advisors, LLC | 0.02% | Add +8.2% | 8,761 | $269K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -94.5% | 8,716 | $268K |
| Park Avenue Securities LLC | 0.00% | New | 8,625 | $265K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.1% | 8,500 | $261K |
| Naples Global Advisors, LLC | 0.02% | No change | 8,315 | $256K |
| CAP Partners, LLC | 0.18% | Reduce -39.5% | 8,234 | $253K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -1.3% | 8,203 | $252K |
| Composition Wealth, LLC | 0.01% | No change | 8,156 | $251K |
| Coastline Trust Co | 0.03% | No change | 8,140 | $250K |
| Iron Horse Wealth Management, LLC | 0.08% | Reduce -0.6% | 7,848 | $241K |
| Hickory Point Bank & Trust | 0.20% | — | 7,500 | $230K |
| Rialto Wealth Management, LLC | 0.08% | — | 7,495 | $230K |
| Sanctuary Advisors, LLC | 0.00% | New | 7,403 | $228K |
| Crabel Capital Management, LLC | 0.74% | Reduce -44.4% | 7,426 | $228K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.7% | 7,338 | $226K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +1.7% | 7,338 | $226K |
| Ascentis Independent Advisors | 0.04% | New | 7,317 | $225K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 7,275 | $224K |
| Compound Planning, Inc. | 0.01% | Reduce -12.7% | 7,174 | $220K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.6% | 7,014 | $216K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | New | 6,865 | $212K |
| Golden State Wealth Management, LLC | 0.03% | — | 6,841 | $210K |
| Montag A & Associates Inc. | 0.01% | No change | 6,798 | $209K |
| Equitable Holdings, Inc. | 0.00% | Reduce -41.0% | 6,747 | $207K |
| Adero Partners, LLC | 0.01% | No change | 6,576 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 6,054 | $186K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 5,904 | $181K |
| NBT Bank, N.A. | 0.01% | Reduce -11.7% | 5,270 | $162K |
| Blair William & Co. | 0.00% | Add +4.6% | 4,951 | $152K |
| Vermillion Wealth Management, Inc. | 0.08% | — | 4,856 | $149K |
| Caldwell Trust Co | 0.01% | No change | 4,560 | $140K |
| Addison Advisors LLC | 0.03% | No change | 3,825 | $118K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.6% | 3,763 | $116K |
| AlphaCentric Advisors LLC | 0.11% | Add +7.4% | 3,485 | $107K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 3,258 | $100K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 3,246 | $100K |
| Creekmur Asset Management LLC | 0.02% | No change | 2,558 | $79K |
| National Bank of Canada | 0.00% | New | 2,389 | $73K |
| Deutsche Bank AG | 0.00% | No change | 2,210 | $68K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 2,200 | $68K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -43.8% | 1,835 | $56K |
| Centennial Bank | 0.03% | Reduce -59.2% | 1,832 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.8% | 1,814 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,625 | $50K |
| Creative Financial Designs Inc. | 0.00% | Add +819.5% | 1,600 | $49K |
| AE Wealth Management LLC | 0.00% | Reduce -97.5% | 1,472 | $45K |
| Global Financial Private Client, LLC | 0.02% | No change | 1,435 | $44K |
| US Bancorp \de | 0.00% | No change | 1,281 | $39K |
| Fifth Third Bancorp | 0.00% | New | 1,280 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,277 | $39K |
| McIlrath & Eck, LLC | 0.00% | Reduce -2.6% | 1,135 | $35K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,047 | $32K |
| Global Trust Asset Management, LLC | 0.01% | New | 1,010 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 971 | $30K |
| CoreCap Advisors, LLC | 0.00% | Reduce -70.3% | 842 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 820 | $25K |
| Decker Retirement Planning Inc. | 0.01% | — | 815 | $25K |
| Clearstead Trust, LLC | 0.01% | No change | 811 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 805 | $25K |
| Mather Group, Llc. | 0.00% | Reduce -49.7% | 768 | $24K |
| MAI Capital Management | 0.00% | New | 768 | $24K |
| High Note Wealth, LLC | 0.01% | New | 696 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 633 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | New | 615 | $19K |
| Bell Investment Advisors, Inc | 0.00% | No change | 610 | $19K |
| Friedenthal Financial | 0.01% | Add +23.6% | 591 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 561 | $17K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 487 | $15K |
| FMR LLC | 0.00% | Reduce -58.7% | 439 | $13K |
| Albion Financial Group | 0.00% | Add +42.9% | 400 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -64.2% | 399 | $12K |
| Bank of New Hampshire | 0.00% | No change | 350 | $11K |
| Ameriflex Group, Inc. | 0.00% | — | 342 | $11K |
| Realta Investment Advisors | 0.00% | New | 327 | $10K |
| Measured Risk Portfolios, Inc. | 0.01% | — | 318 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 292 | $9K |
| Bangor Savings Bank | 0.00% | No change | 276 | $8K |
| Citigroup Inc. | 0.00% | Reduce -30.2% | 275 | $8K |
| Roble, Belko & Company, Inc | 0.00% | No change | 260 | $8K |
| Transce3nd, LLC | 0.00% | — | 251 | $8K |
| SBI Securities Co., Ltd. | 0.00% | — | 249 | $8K |
| AllSquare Wealth Management LLC | 0.00% | No change | 200 | $6K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.2% | 178 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +418.8% | 166 | $5K |
| Angeles Wealth Management, LLC | 0.00% | No change | 161 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -28.2% | 102 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 130 | $4K |
| Guardian Wealth Management, Inc. | 0.00% | Add +1.8% | 115 | $4K |
| Spire Wealth Management | 0.00% | No change | 111 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -87.0% | 99 | $3K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.8% | 94 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.1% | 85 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 80 | $2K |
| Astor Investment Management LLC | 0.00% | Reduce -100.0% | 68 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -74.7% | 66 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -74.7% | 66 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | Reduce -99.1% | 63 | $2K |
| Denver PWM, LLC | 0.00% | New | 45 | $1K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 32 | $983 |
| GS Investments, Inc. | 0.00% | No change | 30 | $922 |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -31.8% | 30 | $922 |
| Lanark Financial, Inc. | 0.08% | — | 29 | $901 |
| NewSquare Capital LLC | 0.00% | Add +440.0% | 27 | $830 |
| New Millennium Group LLC | 0.00% | No change | 22 | $669 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 12 | $375 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 7 | $215 |
| Values First Advisors, Inc. | 0.00% | No change | 6 | $170 |
| Lindbrook Capital, LLC | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is FLRN's weight in each manager's 13F, not the share of SS SPDR BB Ig Float RT ETF the manager owns.