SS SPDR BB Ig Float RT ETFFLRNETF
13F holders, Q2 2025 (June 30)342holders +19
27new positions
19sold out
1famous investor
$30.83avg. 13F price*
At the end of Q2 2025, 342 institutions reported holding SS SPDR BB Ig Float RT ETF (FLRN) in their 13F filings, up 19 from Q1 2025. 27 opened new positions and 19 sold out. The largest holders were Ameriprise Financial Inc. ($121.4M), Wealthfront Advisers LLC ($103.5M) and LPL Financial LLC ($67.3M). 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78468R200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $19.6M |
| Exits | 19 | $13.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,761,945 shares bought and 6,459,254 shares sold, net −1,697,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| Ameriprise Financial Inc. | 0.03% | Reduce -1.6% | 3,938,481 | $121.4M |
| Wealthfront Advisers LLC | 0.27% | Reduce -40.9% | 3,355,648 | $103.5M |
| LPL Financial LLC | 0.02% | Add +11.5% | 2,184,358 | $67.3M |
| Bank of America Corp. | 0.00% | Add +10.4% | 1,935,009 | $59.7M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 1,920,617 | $59.2M |
| Renaissance Technologies | 0.07% | Reduce -9.3% | 1,646,900 | $50.8M |
| Royal Bank of Canada | 0.01% | Add +691.8% | 1,508,779 | $46.5M |
| Wells Fargo & Company | 0.01% | Add +17.6% | 1,292,271 | $39.8M |
| New York Life Investment Management LLC | 0.37% | Reduce -19.1% | 1,286,378 | $39.7M |
| Curbstone Financial Management Corp | 7.07% | Reduce -0.6% | 1,118,146 | $34.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.8% | 1,114,538 | $34.4M |
| State Street Corp. | 0.00% | Add +23.3% | 1,083,549 | $33.4M |
| Milestone Asset Management, LLC | 6.89% | Add +25.9% | 1,057,565 | $32.6M |
| Keybank National Association | 0.12% | Reduce -2.9% | 1,047,458 | $32.3M |
| Facet Wealth, Inc. | 0.72% | Add +4.7% | 1,025,445 | $31.6M |
| Valmark Advisers, Inc. | 0.39% | Add +2.8% | 906,757 | $28.0M |
| Stratos Investment Management, LLC | 1.22% | Add +3.2% | 866,921 | $26.7M |
| Tiaa Trust, National Association | 0.06% | Reduce -37.0% | 718,081 | $22.1M |
| Advisory Alpha, LLC | 0.68% | Reduce -2.8% | 712,649 | $22.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -4.8% | 709,593 | $21.9M |
| Cornerstone Management, Inc. | 3.68% | Reduce -11.1% | 685,827 | $21.1M |
| Mfa Wealth Advisors, LLC | 4.80% | Reduce -4.1% | 664,241 | $20.5M |
| IHT Wealth Management, LLC | 0.56% | Reduce -44.9% | 656,186 | $20.2M |
| Ameliora Wealth Management Ltd. | 7.17% | Add +6.0% | 650,546 | $20.1M |
| Towercrest Capital Management | 3.53% | Reduce -7.8% | 641,244 | $19.8M |
| Raymond James Financial Inc. | 0.01% | Add +11.4% | 633,387 | $19.5M |
| Alliance Wealth Management Group | 4.83% | Reduce -8.1% | 614,618 | $18.9M |
| WESCAP Management Group, Inc. | 4.30% | Add +4.7% | 613,235 | $18.9M |
| UBS Group AG | 0.00% | Reduce -10.0% | 555,169 | $17.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.7% | 513,271 | $15.8M |
| Providence First Trust Co | 5.41% | Reduce -1.2% | 496,907 | $15.3M |
| Farther Finance Advisors, LLC | 0.29% | Add +307.7% | 473,705 | $14.6M |
| Penobscot Investment Management Company, Inc. | 1.25% | Add +24.3% | 472,670 | $14.6M |
| Appleton Partners Inc. | 0.96% | Reduce -5.9% | 441,986 | $13.6M |
| Whitcomb & Hess, Inc. | 3.57% | Add +2.1% | 410,546 | $12.7M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -0.3% | 409,743 | $12.6M |
| Cherry Tree Wealth Management, LLC | 2.88% | Add +0.5% | 402,054 | $12.4M |
| RFG Advisory, LLC | 0.28% | Add +24.0% | 389,065 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.2% | 372,140 | $11.5M |
| Buska Wealth Management, LLC | 3.04% | Add +21.7% | 361,085 | $11.1M |
| Jane Street Group, LLC | 0.02% | New | 346,368 | $10.7M |
| NorthCoast Asset Management LLC | 0.05% | Add +11.6% | 343,419 | $10.6M |
| Parsons Capital Management Inc. | 0.62% | Add +2.5% | 329,491 | $10.2M |
| Aspetuck Financial Management LLC | 7.54% | Reduce -0.2% | 324,617 | $10.0M |
| Dean Investment Associates, LLC | 1.31% | Add +2.0% | 288,670 | $8.9M |
| Fiduciary Financial Group, LLC | 1.50% | Add +6.3% | 270,370 | $8.3M |
| Outlook Wealth Advisors, LLC | 2.13% | Add +1.6% | 269,248 | $8.3M |
| Cetera Investment Advisers | 0.01% | Add +3.3% | 262,312 | $8.1M |
| Coppell Advisory Solutions LLC | 0.96% | Add +18.5% | 262,012 | $8.1M |
| Integrity Alliance, Llc. | 0.44% | Reduce -36.7% | 258,774 | $8.0M |
| Cannon Advisors, Inc. | 6.42% | Add +1.8% | 258,548 | $8.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -11.9% | 258,219 | $8.0M |
| Cedar Mountain Advisors, LLC | 1.64% | Add +0.0% | 255,241 | $7.9M |
| Cwm, LLC | 0.03% | Add +3.9% | 248,860 | $7.7M |
| Capital Advisory Group Advisory Services, LLC | 2.73% | Add +1.5% | 246,292 | $7.6M |
| Calton & Associates, Inc. | 1.31% | Add +9.4% | 246,091 | $7.6M |
| Allworth Financial LP | 0.04% | Reduce -23.6% | 244,560 | $7.5M |
| Assetmark, Inc. | 0.02% | Reduce -36.0% | 240,924 | $7.4M |
| Harbor Advisory Corp. | 2.35% | Reduce -3.0% | 239,360 | $7.4M |
| Alesco Advisors, LLC, An ESL Co | 0.21% | Reduce -5.5% | 233,130 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +108.3% | 230,572 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +31.3% | 227,384 | $7.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +0.7% | 225,635 | $7.0M |
| Courier Capital LLC | 0.42% | Reduce -0.8% | 222,101 | $6.8M |
| Legacy Edge Advisors, LLC | 0.91% | Reduce -11.9% | 220,717 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Add +2.3% | 214,895 | $6.6M |
| Better Money Decisions, LLC | 3.89% | Add +8.5% | 207,496 | $6.4M |
| RiverGlades Family Offices LLC | 3.97% | Add +8.2% | 196,102 | $6.0M |
| Merit Financial Group, LLC | 0.06% | Add +24.7% | 188,078 | $5.8M |
| MML Investors Services, LLC | 0.02% | Reduce -15.0% | 186,404 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.7% | 183,552 | $5.7M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -8.5% | 159,604 | $4.9M |
| Avity Investment Management Inc. | 0.33% | Add +17.6% | 142,363 | $4.4M |
| Hobart Private Capital, LLC | 0.98% | Reduce -8.7% | 140,156 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -28.1% | 137,890 | $4.2M |
| Eagle Global Advisors LLC | 0.16% | Reduce -2.5% | 127,647 | $3.9M |
| Terril Brothers, Inc. | 1.47% | Reduce -0.4% | 126,145 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +3.6% | 125,926 | $3.9M |
| Sowell Financial Services LLC | 0.16% | Reduce -1.8% | 125,309 | $3.9M |
| Moneco Advisors, LLC | 0.34% | Reduce -2.0% | 117,754 | $3.6M |
| Truist Financial Corp. | 0.01% | Add +9.8% | 115,734 | $3.6M |
| Generation Capital Management LLC | 2.73% | Reduce -7.0% | 111,790 | $3.4M |
| Aries Wealth Management | 0.89% | Add +3.2% | 110,993 | $3.4M |
| Creative Planning | 0.00% | Reduce -6.7% | 110,786 | $3.4M |
| New England Capital Financial Advisors LLC | 1.56% | Add +7.7% | 110,589 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +2.5% | 110,567 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -20.1% | 108,316 | $3.3M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +654406.3% | 104,721 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +1.1% | 101,333 | $3.1M |
| CENTRAL TRUST Co | 0.07% | Reduce -3.8% | 100,914 | $3.1M |
| Tandem Investment Partners LLC | 2.67% | Add +3.1% | 99,220 | $3.1M |
| BCS Wealth Management | 0.65% | Reduce -14.4% | 98,683 | $3.0M |
| Sovran Advisors, LLC | 0.31% | Add +2.8% | 94,908 | $2.9M |
| Gould Capital, LLC | 1.94% | Reduce -5.0% | 93,976 | $2.9M |
| United Community Bank | 0.95% | Reduce -11.4% | 89,678 | $2.8M |
| Websterrogers Financial Advisors, LLC | 0.84% | Reduce -0.1% | 85,797 | $2.6M |
| Horizon Financial Services, LLC | 1.23% | Reduce -1.1% | 75,452 | $2.3M |
| PFG Advisors | 0.11% | Reduce -8.1% | 74,876 | $2.3M |
| First National Corp. /Ma/ | 0.45% | Add +0.8% | 73,122 | $2.3M |
| Wela Strategies, Inc. | 0.89% | Reduce -0.3% | 72,770 | $2.2M |
| Guggenheim Capital LLC | 0.02% | Add +6.8% | 72,062 | $2.2M |
| Ridgewood Investments LLC | 0.91% | Add +22.9% | 68,229 | $2.1M |
| Empowered Funds, LLC | 0.02% | New | 66,748 | $2.0M |
| Hudson Portfolio Management LLC | 1.86% | Add +0.1% | 64,685 | $2.0M |
| Aletheian Wealth Advisors LLC | 0.97% | Add +10.2% | 64,064 | $2.0M |
| Hilltop Holdings Inc. | 0.12% | Reduce -28.6% | 61,800 | $1.9M |
| 21 West Wealth Management LLC | 1.90% | — | 61,217 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +27.1% | 59,334 | $1.8M |
| Webster Bank, N. A. | 0.17% | No change | 53,799 | $1.7M |
| Ethos Financial Group, LLC | 0.14% | Add +17.6% | 52,452 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -61.5% | 51,641 | $1.6M |
| Tradewinds Capital Management, LLC | 0.39% | Reduce -7.9% | 49,938 | $1.5M |
| International Assets Investment Management, LLC | 0.12% | Reduce -28.0% | 48,402 | $1.5M |
| Crews Bank & Trust | 0.23% | Reduce -1.3% | 47,385 | $1.5M |
| Foundations Investment Advisors, LLC | 0.02% | Add +62.7% | 46,999 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.1% | 46,001 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +539.8% | 45,887 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +12.6% | 43,921 | $1.4M |
| WJ Wealth Management, LLC | 0.42% | Reduce -0.9% | 43,580 | $1.3M |
| Two Sigma Securities, LLC | 0.16% | New | 42,479 | $1.3M |
| Chesley Taft & Associates LLC | 0.06% | Add +5.3% | 41,802 | $1.3M |
| Old Port Advisors | 0.35% | Reduce -13.5% | 41,637 | $1.3M |
| Wbi Investments, LLC | 0.33% | Add +121.2% | 40,900 | $1.3M |
| Portland Financial Advisors Inc | 2.99% | Add +3.1% | 40,431 | $1.2M |
| CVA Family Office, LLC | 0.17% | Reduce -4.2% | 39,802 | $1.2M |
| Fairview Capital Investment Management, LLC | 0.06% | New | 38,325 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 38,033 | $1.2M |
| YHB Investment Advisors, Inc. | 0.09% | Reduce -1.4% | 37,885 | $1.2M |
| Glen Eagle Advisors, LLC | 0.17% | Reduce -11.9% | 36,684 | $1.1M |
| McBroom & Associates, LLC | 0.64% | No change | 36,218 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.5% | 35,613 | $1.1M |
| Range Financial Group LLC | 0.41% | Reduce -9.6% | 34,164 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.24% | Add +17.3% | 34,153 | $1.1M |
| Keel Point, LLC | 0.07% | Add +0.3% | 33,107 | $1.0M |
| Carr Financial Group Corp | 0.30% | Reduce -4.6% | 32,912 | $1.0M |
| Bank of Montreal | 0.00% | Add +0.3% | 32,886 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.3% | 32,178 | $992K |
| Brady Martz Wealth Solutions, LLC | 0.19% | No change | 31,095 | $959K |
| Western Wealth Management, LLC | 0.06% | Add +0.0% | 30,105 | $928K |
| Scotia Capital Inc. | 0.00% | Reduce -26.4% | 30,003 | $925K |
| Financial Advocates Investment Management | 0.07% | Add +7.7% | 29,479 | $909K |
| Meridian Wealth Management, LLC | 0.04% | Add +0.3% | 29,106 | $897K |
| Uncommon Cents Investing LLC | 0.23% | Reduce -2.5% | 27,550 | $849K |
| Corient Private Wealth LP | 0.00% | Add +14.3% | 27,502 | $848K |
| Gilbert Capital Group, Inc. | 0.70% | — | 27,342 | $843K |
| Crabel Capital Management, LLC | 0.51% | Add +32.2% | 27,199 | $839K |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.1% | 27,048 | $834K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -18.3% | 26,893 | $829K |
| Cordgrass Capital Advisors, LLC | 0.22% | Reduce -7.3% | 26,848 | $828K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -6.7% | 26,830 | $827K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.3% | 26,819 | $827K |
| SageView Advisory Group, LLC | 0.03% | Reduce -15.4% | 25,839 | $797K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.9% | 25,327 | $781K |
| Lanark Financial, Inc. | 0.06% | Reduce -14.8% | 24,635 | $759K |
| Mount Lucas Management LP | 0.36% | Reduce -1.2% | 24,358 | $751K |
| Eagle Capital Management, LLC | 0.33% | No change | 24,278 | $748K |
| Townsquare Capital LLC | 0.07% | No change | 23,183 | $715K |
| Mercer Global Advisors Inc. | 0.00% | Add +123.3% | 23,133 | $713K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.79% | No change | 22,685 | $699K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.1% | 21,213 | $654K |
| Tritonpoint Wealth, LLC | 0.06% | No change | 20,700 | $638K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.5% | 20,430 | $630K |
| CW Advisors, LLC | 0.01% | No change | 20,000 | $617K |
| W1M Asset Management Ltd | 0.05% | No change | 19,859 | $612K |
| Auour Investments LLC | 0.21% | Reduce -4.2% | 19,628 | $605K |
| Northern Trust Corp. | 0.00% | Add +126.2% | 19,275 | $594K |
| Belpointe Asset Management LLC | 0.02% | Add +30.9% | 19,165 | $591K |
| Rock Point Advisors, LLC | 0.17% | Add +7.3% | 19,045 | $587K |
| Waverly Advisors, LLC | 0.01% | Add +5.4% | 18,680 | $576K |
| Cerity Partners LLC | 0.00% | Add +0.4% | 18,633 | $574K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 18,465 | $569K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.8% | 18,118 | $559K |
| Ceeto Capital Group, LLC | 0.19% | Add +100.0% | 18,000 | $555K |
| Beacon Financial Group | 0.06% | Reduce -25.7% | 17,936 | $553K |
| Independent Financial Group, LLC | 0.02% | Add +7.9% | 17,930 | $553K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.6% | 17,844 | $550K |
| StoneX Group Inc. | 0.03% | Add +143.8% | 16,768 | $517K |
| Laraway Financial Advisors Inc | 0.39% | No change | 16,685 | $514K |
| Vermillion Wealth Management, Inc. | 0.24% | Add +10.2% | 15,976 | $493K |
| Comprehensive Money Management Services LLC | 0.37% | Reduce -3.9% | 15,810 | $487K |
| Root Financial Partners, LLC | 0.05% | Reduce -4.1% | 15,595 | $481K |
| St Germain D J Co. Inc. | 0.02% | Reduce -8.2% | 15,586 | $481K |
| Guidance Capital, Inc. | 0.14% | No change | 15,468 | $475K |
| Trilogy Capital Inc. | 0.02% | Add +35.6% | 14,847 | $458K |
| Strategic Wealth Partners, Ltd. | 0.04% | — | 14,747 | $455K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -23.4% | 14,616 | $451K |
| TruWealth Advisors, LLC | 0.02% | Add +58.9% | 14,536 | $448K |
| Vista Investment Management | 0.17% | Add +14.7% | 14,425 | $445K |
| Comerica Bank | 0.00% | Add +20.4% | 14,186 | $437K |
| MTM Investment Management, LLC | 0.14% | Add +2.0% | 13,399 | $413K |
| NTV Asset Management LLC | 0.05% | Reduce -7.1% | 13,075 | $403K |
| Roger Wittlin Investment Advisory, LLC | 0.22% | Reduce -28.8% | 13,040 | $402K |
| Tactive Advisors, LLC | 0.13% | — | 13,011 | $401K |
| Sykon Capital LLC | 0.14% | Reduce -95.9% | 12,600 | $388K |
| Silverlake Wealth Management LLC | 0.11% | Add +6.0% | 12,417 | $383K |
| IFG Advisory, LLC | 0.02% | Reduce -6.5% | 12,375 | $382K |
| HRT Financial LP | 0.00% | New | 12,382 | $381K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -8.2% | 11,833 | $365K |
| Lunt Capital Management, Inc. | 0.14% | Add +5.1% | 11,799 | $364K |
| L.M. Kohn & Company | 0.10% | Reduce -0.1% | 11,651 | $359K |
| CAP Partners, LLC | 0.23% | Add +0.2% | 11,633 | $359K |
| Omnitrust Wealth Management, Inc | 0.42% | — | 11,462 | $354K |
| MCF Advisors LLC | 0.02% | Add +0.7% | 11,318 | $349K |
| 10Elms LLP | 0.38% | Reduce -1.8% | 11,130 | $343K |
| Global Retirement Partners, LLC | 0.01% | — | 11,029 | $340K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -8.1% | 10,997 | $339K |
| Atria Investments, Inc | 0.00% | Add +18.6% | 10,598 | $327K |
| Opulen Financial Group LLC | 0.27% | Reduce -8.0% | 10,588 | $326K |
| Meriwether Wealth & Planning, LLC | 0.20% | Reduce -67.2% | 10,400 | $321K |
| Vantage Investment Partners, LLC | 0.02% | No change | 10,365 | $320K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.5% | 10,252 | $316K |
| Integrated Advisors Network LLC | 0.01% | Reduce -6.5% | 10,204 | $315K |
| Chatham Capital Group, Inc. | 0.05% | No change | 10,000 | $308K |
| Synergy Asset Management, LLC | 0.04% | No change | 10,000 | $308K |
| Fullcircle Wealth LLC | 0.11% | No change | 9,992 | $307K |
| Advisor Resource Council | 0.15% | Reduce -95.5% | 9,772 | $301K |
| Worth Asset Management, LLC | 0.15% | Reduce -0.2% | 9,765 | $301K |
| Focus Partners Wealth | 0.00% | Reduce -5.2% | 9,682 | $299K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -27.7% | 9,597 | $296K |
| Valpey Financial Services, LLC | 0.20% | — | 9,567 | $295K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 9,370 | $289K |
| Liberty Wealth Management LLC | 0.05% | Reduce -47.3% | 9,324 | $287K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.8% | 9,198 | $284K |
| Equitable Trust Co. | 0.01% | Reduce -50.1% | 9,021 | $278K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -0.5% | 8,970 | $277K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.3% | 8,840 | $273K |
| Revisor Wealth Management LLC | 0.10% | Reduce -4.1% | 8,679 | $267K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -13.3% | 8,608 | $265K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 8,587 | $265K |
| Point Windward Advisors Inc. | 0.12% | Reduce -10.1% | 8,409 | $259K |
| Grey Ledge Advisors, LLC | 0.06% | Add +3.7% | 8,400 | $259K |
| Composition Wealth, LLC | 0.00% | Add +2.4% | 8,362 | $258K |
| Naples Global Advisors, LLC | 0.02% | No change | 8,315 | $256K |
| Koshinski Asset Management, Inc. | 0.02% | Add +22.0% | 8,143 | $251K |
| RMR Wealth Builders | 0.02% | No change | 8,125 | $250K |
| VSM Wealth Advisory, LLC | 0.08% | New | 8,055 | $248K |
| Hickory Point Bank & Trust | 0.20% | No change | 7,892 | $243K |
| Independent Advisor Alliance | 0.01% | New | 7,818 | $241K |
| Legacy Capital Group California, Inc. | 0.07% | Reduce -7.4% | 7,797 | $240K |
| M&T Bank Corp | 0.00% | New | 7,796 | $240K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 7,579 | $234K |
| Consolidated Portfolio Review Corp | 0.03% | No change | 7,478 | $231K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,430 | $229K |
| Genesis Private Wealth, LLC | 0.11% | Reduce -13.3% | 7,392 | $228K |
| Centennial Bank | 0.10% | Add +243.4% | 7,372 | $227K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -20.4% | 7,353 | $227K |
| Strategic Blueprint, LLC | 0.01% | No change | 7,243 | $223K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 7,085 | $218K |
| My Personal CFO, LLC | 0.10% | No change | 7,000 | $216K |
| Optivise Advisory Services LLC | 0.11% | New | 6,960 | $215K |
| &partners | 0.00% | Reduce -9.8% | 7,502 | $213K |
| PFG Investments, LLC | 0.01% | New | 6,900 | $213K |
| Iron Horse Wealth Management, LLC | 0.06% | Reduce -3.5% | 6,900 | $213K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 6,809 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -38.1% | 6,754 | $208K |
| Traub Capital Management LLC | 0.19% | — | 6,739 | $208K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.1% | 6,705 | $207K |
| Strategic Financial Concepts, LLC | 0.03% | New | 6,687 | $206K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.1% | 6,508 | $201K |
| Platform Technology Partners | 0.05% | New | 6,500 | $200K |
| Private Trust Co. NA | 0.02% | Reduce -45.4% | 6,153 | $190K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 5,904 | $182K |
| Harbour Investments, Inc. | 0.00% | Reduce -79.9% | 5,715 | $176K |
| GoalVest Advisory LLC | 0.04% | New | 5,288 | $163K |
| IFP Advisors, Inc | 0.00% | Add +122.5% | 5,200 | $160K |
| AE Wealth Management LLC | 0.00% | Reduce -1.0% | 5,182 | $160K |
| Addison Advisors LLC | 0.03% | Add +6.8% | 4,085 | $126K |
| Blair William & Co. | 0.00% | Reduce -5.4% | 4,043 | $125K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.2% | 3,838 | $118K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -11.5% | 3,346 | $103K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 3,258 | $100K |
| NBT Bank, N.A. | 0.01% | Reduce -40.8% | 3,120 | $96K |
| Caldwell Trust Co | 0.01% | Reduce -32.9% | 3,060 | $94K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -11.6% | 2,611 | $80K |
| Creekmur Asset Management LLC | 0.01% | No change | 2,558 | $79K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,359 | $73K |
| 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% | No change | 2,189 | $67K |
| Affinity Wealth LLC | 0.05% | New | 2,029 | $63K |
| Harbor Asset Planning, Inc. | 0.06% | — | 2,017 | $62K |
| Coastline Trust Co | 0.01% | Reduce -16.7% | 1,990 | $61K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.6% | 1,831 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,625 | $50K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,600 | $49K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 1,509 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 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 |
| Cornerstone Planning Group LLC | 0.01% | New | 1,000 | $31K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +0.3% | 981 | $30K |
| FMR LLC | 0.00% | Add +128.1% | 860 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -3.3% | 845 | $26K |
| Montag A & Associates Inc. | 0.00% | Reduce -88.0% | 816 | $25K |
| Clearstead Trust, LLC | 0.00% | No change | 811 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 805 | $25K |
| Friedenthal Financial | 0.01% | Add +15.6% | 726 | $22K |
| Realta Investment Advisors | 0.01% | Add +205.0% | 726 | $22K |
| MAI Capital Management | 0.00% | Reduce -6.0% | 722 | $22K |
| High Note Wealth, LLC | 0.00% | No change | 696 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 633 | $20K |
| Nalls Sherbakoff Group, LLC | 0.01% | New | 619 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | — | 615 | $19K |
| TCTC Holdings, LLC | 0.00% | New | 580 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 561 | $17K |
| Decker Retirement Planning Inc. | 0.01% | No change | 520 | $16K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 487 | $15K |
| GAMMA Investing LLC | 0.00% | New | 378 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 371 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Add +17.4% | 371 | $11K |
| Bank of New Hampshire | 0.00% | No change | 350 | $11K |
| Ameriflex Group, Inc. | 0.01% | No change | 342 | $11K |
| Pacifica Partners Inc. | 0.00% | New | 317 | $10K |
| Spire Wealth Management | 0.00% | No change | 311 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 292 | $9K |
| CoreCap Advisors, LLC | 0.00% | Reduce -68.0% | 285 | $9K |
| Citigroup Inc. | 0.00% | No change | 275 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 216 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 200 | $6K |
| Arax Advisory Partners | 0.00% | New | 177 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 130 | $4K |
| Roble, Belko & Company, Inc | 0.00% | No change | 130 | $4K |
| Aventus Investment Advisors, Inc. | 0.00% | — | 93 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 80 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -32.4% | 69 | $2K |
| Astor Investment Management LLC | 0.00% | New | 68 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 68 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 66 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 66 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 64 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 32 | $987 |
| Parallel Advisors, LLC | 0.00% | No change | 32 | $987 |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 30 | $925 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -95.3% | 29 | $895 |
| Transce3nd, LLC | 0.00% | Add +383.3% | 29 | $894 |
| New Millennium Group LLC | 0.00% | No change | 22 | $671 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 12 | $376 |
| Values First Advisors, Inc. | 0.00% | No change | 6 | $171 |
| GeoWealth Management, LLC | 0.00% | Reduce -98.8% | 1 | $45 |
"% 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.