SS SPDR BB Ig Float RT ETFFLRNETF
13F holders, Q1 2025 (March 31)323holders −7
31new positions
31sold out
1famous investor
$30.81avg. 13F price*
At the end of Q1 2025, 323 institutions reported holding SS SPDR BB Ig Float RT ETF (FLRN) in their 13F filings, down 7 from Q4 2024. 31 opened new positions and 31 sold out. The largest holders were Wealthfront Advisers LLC ($175.1M), Ameriprise Financial Inc. ($123.4M) and Morgan Stanley ($66.2M). 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 (Q1 2025)
- CUSIP
- 78468R200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $21.9M |
| Exits | 31 | $23.1M |
All 13F filers, Q4 2024 → Q1 2025: 7,349,998 shares bought and 2,227,443 shares sold, net +5,122,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| Wealthfront Advisers LLC | 0.47% | Add +12.9% | 5,680,720 | $175.1M |
| Ameriprise Financial Inc. | 0.03% | Add +11.0% | 4,002,178 | $123.4M |
| Morgan Stanley | 0.00% | Add +3.5% | 2,148,078 | $66.2M |
| LPL Financial LLC | 0.02% | Add +8.8% | 1,959,244 | $60.4M |
| Renaissance Technologies | 0.08% | Add +12.6% | 1,815,600 | $56.0M |
| Bank of America Corp. | 0.00% | Add +5.2% | 1,752,922 | $54.0M |
| New York Life Investment Management LLC | 0.50% | Reduce -1.3% | 1,590,085 | $49.0M |
| IHT Wealth Management, LLC | 1.15% | Add +344.1% | 1,191,409 | $36.7M |
| Tiaa Trust, National Association | 0.11% | Add +32.4% | 1,139,150 | $35.1M |
| Curbstone Financial Management Corp | 7.31% | Add +5.4% | 1,125,116 | $34.7M |
| Wells Fargo & Company | 0.01% | Reduce -3.1% | 1,098,880 | $33.9M |
| Keybank National Association | 0.13% | Reduce -3.2% | 1,079,032 | $33.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.7% | 987,885 | $30.4M |
| Facet Wealth, Inc. | 0.78% | Reduce -1.5% | 978,998 | $30.0M |
| Valmark Advisers, Inc. | 0.41% | Add +3.2% | 882,501 | $27.2M |
| State Street Corp. | 0.00% | Reduce -13.4% | 878,713 | $27.1M |
| Stratos Investment Management, LLC | 1.38% | Add +2.5% | 840,185 | $25.9M |
| Milestone Asset Management, LLC | 5.52% | Add +954.5% | 839,993 | $25.9M |
| Cornerstone Management, Inc. | 4.45% | Add +2.2% | 771,307 | $23.8M |
| Osaic Holdings, Inc. | 0.05% | Add +101.4% | 745,450 | $23.0M |
| Advisory Alpha, LLC | 0.77% | Add +6.3% | 732,830 | $22.6M |
| Towercrest Capital Management | 4.07% | Reduce -7.0% | 695,838 | $21.4M |
| Mfa Wealth Advisors, LLC | 5.28% | Add +1.3% | 692,736 | $21.4M |
| Alliance Wealth Management Group | 5.55% | Reduce -6.9% | 668,984 | $20.6M |
| UBS Group AG | 0.00% | Reduce -2.9% | 616,830 | $19.0M |
| Ameliora Wealth Management Ltd. | 7.11% | Add +66.0% | 613,445 | $18.9M |
| WESCAP Management Group, Inc. | 4.41% | Add +0.8% | 585,883 | $18.1M |
| Raymond James Financial Inc. | 0.01% | Add +11.9% | 568,405 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +14.2% | 504,628 | $15.6M |
| Providence First Trust Co | 6.28% | Reduce -2.4% | 502,747 | $15.5M |
| Appleton Partners Inc. | 1.12% | Add +7.8% | 469,599 | $14.5M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +34.7% | 411,143 | $12.7M |
| Integrity Alliance, Llc. | 0.50% | Add +40.8% | 408,617 | $12.6M |
| Whitcomb & Hess, Inc. | 3.75% | Add +0.7% | 402,255 | $12.4M |
| Cherry Tree Wealth Management, LLC | 2.97% | Add +11.8% | 400,151 | $12.3M |
| Penobscot Investment Management Company, Inc. | 1.10% | Add +30.8% | 380,190 | $11.7M |
| Assetmark, Inc. | 0.03% | Reduce -5.2% | 376,720 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +13.3% | 347,066 | $10.7M |
| Aspetuck Financial Management LLC | 8.63% | Add +8.6% | 325,382 | $10.0M |
| Parsons Capital Management Inc. | 0.54% | Add +28.1% | 321,475 | $9.9M |
| Allworth Financial LP | 0.06% | Reduce -15.1% | 320,045 | $9.8M |
| RFG Advisory, LLC | 0.26% | Add +40.2% | 313,857 | $9.7M |
| Sykon Capital LLC | 3.62% | Add +69.0% | 308,965 | $9.5M |
| NorthCoast Asset Management LLC | 0.05% | Add +0.1% | 307,607 | $9.5M |
| Buska Wealth Management, LLC | 2.87% | Add +12.5% | 296,776 | $9.1M |
| Private Advisor Group, LLC | 0.05% | Add +0.2% | 293,274 | $9.0M |
| Dean Investment Associates, LLC | 1.29% | Add +3.7% | 283,013 | $8.7M |
| Outlook Wealth Advisors, LLC | 2.27% | Add +7.6% | 265,102 | $8.2M |
| Cedar Mountain Advisors, LLC | 1.76% | Add +2.4% | 255,198 | $7.9M |
| Cannon Advisors, Inc. | 7.21% | Add +31.4% | 253,904 | $7.8M |
| Cetera Investment Advisers | 0.02% | Add +3.3% | 253,840 | $7.8M |
| Fiduciary Financial Group, LLC | 1.68% | Add +10.1% | 254,367 | $7.7M |
| Legacy Edge Advisors, LLC | 1.20% | Reduce -67.6% | 250,588 | $7.7M |
| Harbor Advisory Corp. | 2.55% | Reduce -3.6% | 246,860 | $7.6M |
| Alesco Advisors, LLC, An ESL Co | 0.24% | Add +6.4% | 246,694 | $7.6M |
| Capital Advisory Group Advisory Services, LLC | 2.85% | Add +12.6% | 242,592 | $7.5M |
| Cwm, LLC | 0.03% | Reduce -6.2% | 239,437 | $7.4M |
| Calton & Associates, Inc. | 1.58% | Add +1.7% | 224,880 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -2.5% | 223,971 | $6.9M |
| Courier Capital LLC | 0.45% | Reduce -2.6% | 223,803 | $6.9M |
| Coppell Advisory Solutions LLC | 0.94% | New | 221,078 | $6.8M |
| MML Investors Services, LLC | 0.02% | Add +51.4% | 219,302 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.8% | 210,076 | $6.5M |
| Advisor Resource Council | 0.51% | New | 216,429 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.2% | 194,619 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +61.5% | 191,807 | $5.9M |
| Better Money Decisions, LLC | 3.94% | Add +11.6% | 191,311 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 190,562 | $5.9M |
| RiverGlades Family Offices LLC | 4.02% | Add +9.3% | 181,185 | $5.6M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -0.4% | 174,471 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +81.8% | 173,162 | $5.3M |
| AlphaCore Capital LLC | 0.41% | Reduce -9.8% | 157,958 | $4.9M |
| Hobart Private Capital, LLC | 1.18% | Add +92.5% | 153,451 | $4.7M |
| Merit Financial Group, LLC | 0.07% | Add +1204.3% | 150,827 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | No change | 142,239 | $4.4M |
| Mariner, LLC | 0.01% | Add +18.7% | 135,541 | $4.2M |
| Flagship Harbor Advisors, LLC | 0.22% | Add +256.4% | 134,060 | $4.1M |
| Eagle Global Advisors LLC | 0.17% | Reduce -8.3% | 130,867 | $4.0M |
| Sowell Financial Services LLC | 0.18% | Add +8.6% | 127,662 | $3.9M |
| Terril Brothers, Inc. | 1.45% | Reduce -12.0% | 126,640 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +8.3% | 121,494 | $3.7M |
| Avity Investment Management Inc. | 0.30% | Add +31.9% | 121,005 | $3.7M |
| Generation Capital Management LLC | 3.34% | Add +3.6% | 120,275 | $3.7M |
| Moneco Advisors, LLC | 0.38% | Add +3.5% | 120,206 | $3.7M |
| Creative Planning | 0.00% | Reduce -3.3% | 118,715 | $3.7M |
| Farther Finance Advisors, LLC | 0.09% | Add +51.0% | 116,187 | $3.6M |
| BCS Wealth Management | 0.91% | Reduce -16.5% | 115,256 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +327.2% | 110,690 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +46.0% | 107,835 | $3.3M |
| Aries Wealth Management | 0.90% | Add +3.3% | 107,563 | $3.3M |
| Truist Financial Corp. | 0.01% | Add +8.4% | 105,369 | $3.2M |
| CENTRAL TRUST Co | 0.08% | Reduce -3.1% | 104,903 | $3.2M |
| New England Capital Financial Advisors LLC | 1.61% | Reduce -1.0% | 102,687 | $3.2M |
| United Community Bank | 1.16% | Reduce -11.1% | 101,233 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +34.4% | 100,219 | $3.1M |
| Gould Capital, LLC | 2.13% | Add +3.7% | 98,902 | $3.0M |
| Tandem Investment Partners LLC | 2.93% | Reduce -2.0% | 96,250 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +16.9% | 93,638 | $2.9M |
| Sovran Advisors, LLC | 0.37% | Add +611.6% | 92,307 | $2.8M |
| Hilltop Holdings Inc. | 0.17% | Add +42.7% | 86,581 | $2.7M |
| Websterrogers Financial Advisors, LLC | 0.90% | Add +0.9% | 85,874 | $2.6M |
| PFG Advisors | 0.14% | Add +59.1% | 81,453 | $2.5M |
| Horizon Financial Services, LLC | 1.31% | Reduce -1.4% | 76,298 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 73,100 | $2.3M |
| Wela Strategies, Inc. | 0.95% | New | 72,982 | $2.2M |
| First National Corp. /Ma/ | 0.49% | Add +1.3% | 72,529 | $2.2M |
| Guggenheim Capital LLC | 0.02% | Add +5.9% | 67,479 | $2.1M |
| International Assets Investment Management, LLC | 0.18% | Add +9.9% | 67,248 | $2.1M |
| Hudson Portfolio Management LLC | 1.91% | Reduce -1.0% | 64,585 | $2.0M |
| Aletheian Wealth Advisors LLC | 1.01% | Add +6.0% | 58,161 | $1.8M |
| Ridgewood Investments LLC | 0.80% | Add +38.3% | 55,528 | $1.7M |
| Tradewinds Capital Management, LLC | 0.45% | Reduce -11.6% | 54,208 | $1.7M |
| Webster Bank, N. A. | 0.18% | No change | 53,799 | $1.7M |
| Old Port Advisors | 0.44% | Reduce -15.5% | 48,152 | $1.5M |
| Crews Bank & Trust | 0.25% | Reduce -3.5% | 48,015 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +0.7% | 46,672 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.6% | 46,050 | $1.4M |
| Ethos Financial Group, LLC | 0.13% | No change | 44,592 | $1.4M |
| WJ Wealth Management, LLC | 0.48% | Add +8.4% | 43,979 | $1.4M |
| Glen Eagle Advisors, LLC | 0.21% | Add +0.3% | 41,647 | $1.3M |
| CVA Family Office, LLC | 0.20% | Reduce -0.5% | 41,535 | $1.3M |
| Scotia Capital Inc. | 0.01% | Reduce -19.1% | 40,752 | $1.3M |
| Chesley Taft & Associates LLC | 0.06% | Add +4.2% | 39,700 | $1.2M |
| Portland Financial Advisors Inc | 3.09% | Add +10.1% | 39,206 | $1.2M |
| Principal Securities, Inc. | 0.03% | No change | 39,005 | $1.2M |
| YHB Investment Advisors, Inc. | 0.10% | Reduce -2.3% | 38,435 | $1.2M |
| Range Financial Group LLC | 0.52% | Reduce -9.7% | 37,801 | $1.2M |
| McBroom & Associates, LLC | 0.64% | Add +4.6% | 36,218 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -0.4% | 36,156 | $1.1M |
| Carr Financial Group Corp | 0.35% | Add +4.6% | 34,487 | $1.1M |
| Keel Point, LLC | 0.08% | No change | 33,000 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.4% | 32,898 | $1.0M |
| Bank of Montreal | 0.00% | Reduce -9.9% | 32,782 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.5% | 32,266 | $994K |
| Meriwether Wealth & Planning, LLC | 0.64% | Reduce -11.9% | 31,719 | $978K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.9% | 31,312 | $965K |
| Brady Martz Wealth Solutions, LLC | 0.22% | No change | 31,095 | $958K |
| SageView Advisory Group, LLC | 0.04% | Add +28.5% | 30,546 | $941K |
| Western Wealth Management, LLC | 0.06% | Add +11.3% | 30,099 | $928K |
| Prevail Innovative Wealth Advisors, LLC | 0.24% | Add +21.5% | 29,109 | $897K |
| Meridian Wealth Management, LLC | 0.04% | Add +0.0% | 29,008 | $894K |
| Cordgrass Capital Advisors, LLC | 0.26% | Add +0.9% | 28,949 | $892K |
| Lanark Financial, Inc. | 0.08% | — | 28,930 | $891K |
| Foundations Investment Advisors, LLC | 0.02% | Add +40.8% | 28,882 | $890K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -2.9% | 28,762 | $887K |
| Harbour Investments, Inc. | 0.03% | Add +15.1% | 28,440 | $877K |
| Uncommon Cents Investing LLC | 0.26% | Add +0.4% | 28,255 | $871K |
| Geneos Wealth Management Inc. | 0.03% | Add +47.6% | 27,490 | $847K |
| Financial Advocates Investment Management | 0.06% | Add +151.9% | 27,370 | $844K |
| Mount Lucas Management LP | 0.36% | Reduce -1.7% | 24,647 | $760K |
| Eagle Capital Management, LLC | 0.33% | Add +0.7% | 24,278 | $748K |
| Beacon Financial Group | 0.08% | Reduce -86.1% | 24,148 | $744K |
| Corient Private Wealth LP | 0.00% | Reduce -9.0% | 24,068 | $742K |
| Townsquare Capital LLC | 0.01% | Reduce -1.9% | 23,183 | $715K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.79% | No change | 22,685 | $699K |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 21,456 | $661K |
| Tritonpoint Wealth, LLC | 0.06% | No change | 20,700 | $638K |
| Crabel Capital Management, LLC | 0.69% | Add +177.1% | 20,580 | $634K |
| Q3 Asset Management | 0.43% | New | 20,600 | $634K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 20,530 | $633K |
| Auour Investments LLC | 0.23% | Add +123.1% | 20,478 | $630K |
| CW Advisors, LLC | 0.01% | New | 20,000 | $616K |
| W1M Asset Management Ltd | 0.05% | No change | 19,859 | $612K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.1% | 19,076 | $588K |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 18,827 | $580K |
| Cerity Partners LLC | 0.00% | Add +4.7% | 18,563 | $572K |
| Wbi Investments, LLC | 0.15% | New | 18,489 | $570K |
| Roger Wittlin Investment Advisory, LLC | 0.33% | Reduce -14.4% | 18,320 | $565K |
| Equitable Trust Co. | 0.03% | Reduce -2.0% | 18,064 | $557K |
| Avior Wealth Management, LLC | 0.02% | Reduce -1.9% | 17,945 | $553K |
| Rock Point Advisors, LLC | 0.17% | Add +0.3% | 17,745 | $547K |
| Waverly Advisors, LLC | 0.01% | Add +12.4% | 17,723 | $546K |
| Liberty Wealth Management LLC | 0.10% | Add +30.1% | 17,680 | $545K |
| St Germain D J Co. Inc. | 0.02% | Reduce -79.7% | 16,986 | $524K |
| Laraway Financial Advisors Inc | 0.41% | No change | 16,685 | $514K |
| Independent Financial Group, LLC | 0.02% | Add +18.3% | 16,614 | $512K |
| Comprehensive Money Management Services LLC | 0.41% | Add +7.2% | 16,450 | $507K |
| Root Financial Partners, LLC | 0.05% | No change | 16,268 | $501K |
| Guidance Capital, Inc. | 0.14% | No change | 15,468 | $474K |
| Belpointe Asset Management LLC | 0.02% | Add +4.9% | 14,639 | $451K |
| Vermillion Wealth Management, Inc. | 0.13% | Add +198.5% | 14,497 | $447K |
| Ascentis Independent Advisors | 0.09% | Add +95.5% | 14,305 | $441K |
| NTV Asset Management LLC | 0.06% | No change | 14,075 | $434K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -1.7% | 13,272 | $409K |
| IFG Advisory, LLC | 0.02% | Add +13.4% | 13,236 | $408K |
| MTM Investment Management, LLC | 0.16% | Add +0.4% | 13,140 | $404K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -20.0% | 12,893 | $397K |
| Vista Investment Management | 0.15% | Reduce -32.7% | 12,576 | $388K |
| Octavia Wealth Advisors, LLC | 0.04% | No change | 11,967 | $369K |
| Comerica Bank | 0.00% | Reduce -33.1% | 11,783 | $363K |
| Silverlake Wealth Management LLC | 0.14% | Add +0.1% | 11,712 | $361K |
| L.M. Kohn & Company | 0.09% | Reduce -0.2% | 11,657 | $359K |
| CAP Partners, LLC | 0.26% | Add +41.0% | 11,609 | $358K |
| Opulen Financial Group LLC | 0.32% | Add +1.8% | 11,507 | $355K |
| 10Elms LLP | 0.41% | Reduce -0.9% | 11,338 | $349K |
| Private Trust Co. NA | 0.04% | Reduce -3.2% | 11,276 | $348K |
| MCF Advisors LLC | 0.02% | Add +0.5% | 11,243 | $346K |
| Lunt Capital Management, Inc. | 0.13% | Add +1.2% | 11,224 | $346K |
| Trilogy Capital Inc. | 0.02% | New | 10,946 | $337K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -36.3% | 10,920 | $337K |
| Integrated Advisors Network LLC | 0.02% | New | 10,909 | $336K |
| Summit Place Financial Advisors, LLC | 0.18% | No change | 10,600 | $327K |
| Vantage Investment Partners, LLC | 0.03% | No change | 10,365 | $319K |
| Mercer Global Advisors Inc. | 0.00% | Add +21.9% | 10,362 | $319K |
| Focus Partners Wealth | 0.00% | Reduce -0.6% | 10,214 | $315K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.7% | 10,198 | $314K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -21.1% | 10,088 | $311K |
| Chatham Capital Group, Inc. | 0.05% | No change | 10,000 | $308K |
| Synergy Asset Management, LLC | 0.04% | New | 10,000 | $308K |
| Fullcircle Wealth LLC | 0.13% | No change | 9,992 | $307K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -33.0% | 9,928 | $306K |
| Worth Asset Management, LLC | 0.16% | New | 9,785 | $302K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -23.7% | 9,720 | $300K |
| Point Windward Advisors Inc. | 0.12% | Reduce -3.2% | 9,354 | $288K |
| Perigon Wealth Management, LLC | 0.01% | Add +31.7% | 9,236 | $285K |
| TruWealth Advisors, LLC | 0.02% | Add +4.4% | 9,150 | $282K |
| Revisor Wealth Management LLC | 0.12% | New | 9,050 | $279K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 9,017 | $278K |
| Ceeto Capital Group, LLC | 0.11% | No change | 9,000 | $277K |
| Atria Investments, Inc | 0.00% | New | 8,935 | $275K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -31.1% | 8,863 | $273K |
| Northern Trust Corp. | 0.00% | New | 8,522 | $263K |
| Genesis Private Wealth, LLC | 0.14% | Reduce -9.1% | 8,521 | $263K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -3.4% | 8,422 | $260K |
| &partners | 0.00% | Reduce -31.6% | 8,320 | $257K |
| Naples Global Advisors, LLC | 0.02% | No change | 8,315 | $256K |
| Composition Wealth, LLC | 0.01% | Add +0.1% | 8,166 | $252K |
| RMR Wealth Builders | 0.03% | Reduce -15.8% | 8,125 | $250K |
| Grey Ledge Advisors, LLC | 0.07% | Reduce -62.3% | 8,100 | $250K |
| Hickory Point Bank & Trust | 0.21% | Add +5.2% | 7,892 | $243K |
| Sax Wealth Advisors, LLC | 0.02% | New | 7,579 | $234K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -8.8% | 7,478 | $230K |
| Cary Street Partners Financial LLC | 0.01% | New | 7,430 | $229K |
| Strategic Blueprint, LLC | 0.01% | New | 7,243 | $223K |
| Equitable Holdings, Inc. | 0.00% | Add +6.3% | 7,172 | $221K |
| Iron Horse Wealth Management, LLC | 0.07% | Reduce -8.9% | 7,148 | $220K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.3% | 7,081 | $218K |
| Freedom Investment Management, Inc. | 0.02% | New | 7,069 | $218K |
| My Personal CFO, LLC | 0.11% | New | 7,000 | $216K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.2% | 6,914 | $213K |
| StoneX Group Inc. | 0.01% | New | 6,877 | $212K |
| HBW Advisory Services LLC | 0.03% | New | 6,861 | $211K |
| Montag A & Associates Inc. | 0.01% | No change | 6,798 | $210K |
| GTS Securities LLC | 0.01% | New | 6,731 | $207K |
| Koshinski Asset Management, Inc. | 0.02% | New | 6,674 | $206K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,635 | $204K |
| Benjamin Edwards Inc. | 0.00% | Reduce -69.3% | 6,518 | $201K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 5,904 | $182K |
| NBT Bank, N.A. | 0.01% | No change | 5,270 | $162K |
| AE Wealth Management LLC | 0.00% | Add +255.4% | 5,232 | $161K |
| Caldwell Trust Co | 0.02% | No change | 4,560 | $141K |
| Blair William & Co. | 0.00% | Reduce -13.7% | 4,275 | $132K |
| Addison Advisors LLC | 0.03% | No change | 3,825 | $118K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.8% | 3,793 | $117K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -44.8% | 3,779 | $116K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 3,258 | $100K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 3,246 | $100K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -60.6% | 2,955 | $91K |
| Creekmur Asset Management LLC | 0.02% | No change | 2,558 | $79K |
| Coastline Trust Co | 0.01% | Reduce -70.6% | 2,390 | $74K |
| IFP Advisors, Inc | 0.00% | Add +2260.6% | 2,337 | $72K |
| Deutsche Bank AG | 0.00% | No change | 2,210 | $68K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 2,200 | $68K |
| National Bank of Canada | 0.00% | Reduce -8.4% | 2,189 | $67K |
| Centennial Bank | 0.03% | Add +17.2% | 2,147 | $66K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.4% | 1,821 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,625 | $49K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,600 | $49K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -18.0% | 1,504 | $46K |
| Global Financial Private Client, LLC | 0.02% | No change | 1,435 | $44K |
| Capital Analysts, LLC | 0.00% | New | 1,300 | $40K |
| US Bancorp \de | 0.00% | No change | 1,281 | $39K |
| Fifth Third Bancorp | 0.00% | No change | 1,280 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,277 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,135 | $35K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,010 | $31K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 978 | $30K |
| CoreCap Advisors, LLC | 0.00% | Add +5.7% | 890 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -10.0% | 874 | $27K |
| Clearstead Trust, LLC | 0.01% | No change | 811 | $25K |
| WASHINGTON TRUST Co | 0.00% | New | 810 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 805 | $25K |
| Mather Group, Llc. | 0.00% | No change | 768 | $24K |
| MAI Capital Management | 0.00% | No change | 768 | $24K |
| High Note Wealth, LLC | 0.01% | No change | 696 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 633 | $20K |
| Friedenthal Financial | 0.01% | Add +6.3% | 628 | $19K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 615 | $19K |
| Bell Investment Advisors, Inc | 0.00% | No change | 610 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 561 | $17K |
| First Pacific Financial | 0.00% | New | 522 | $16K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -36.2% | 520 | $16K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 487 | $15K |
| First Horizon Advisors, Inc. | 0.00% | No change | 399 | $12K |
| FMR LLC | 0.00% | Reduce -14.1% | 377 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | New | 371 | $11K |
| Bank of New Hampshire | 0.00% | No change | 350 | $11K |
| Ameriflex Group, Inc. | 0.00% | No change | 342 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Add +26.9% | 316 | $10K |
| Spire Wealth Management | 0.00% | Add +180.2% | 311 | $10K |
| Russell Investments Group, Ltd. | 0.00% | New | 304 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 292 | $9K |
| Citigroup Inc. | 0.00% | No change | 275 | $8K |
| Realta Investment Advisors | 0.00% | Reduce -27.2% | 238 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 200 | $6K |
| Angeles Wealth Management, LLC | 0.00% | No change | 161 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 130 | $4K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -50.0% | 130 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 102 | $4K |
| GeoWealth Management, LLC | 0.00% | Reduce -7.5% | 87 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 80 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 66 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 64 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 32 | $986 |
| Parallel Advisors, LLC | 0.00% | Reduce -80.7% | 32 | $986 |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 30 | $925 |
| New Millennium Group LLC | 0.00% | No change | 22 | $671 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.2% | 16 | $493 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 12 | $376 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 7 | $216 |
| Transce3nd, LLC | 0.00% | Reduce -97.6% | 6 | $185 |
| Values First Advisors, Inc. | 0.00% | No change | 6 | $171 |
| 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.