Janus Henderson Aaa Clo ETFJAAAETF
13F holders, Q3 2024 (September 30)554holders +73
109new positions
40sold out
4famous investors
$50.02avg. 13F price*
At the end of Q3 2024, 554 institutions reported holding Janus Henderson Aaa Clo ETF (JAAA) in their 13F filings, up 73 from Q2 2024. 109 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($887.5M), Morgan Stanley ($780.4M) and Arch Capital Group LTD. ($270.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Janus Henderson Aaa Clo ETF
- Filed as
- JANUS DETROIT STR TR (Q3 2024)
- CUSIP
- 47103U845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $513.5M |
| Exits | 40 | $169.9M |
All 13F filers, Q2 2024 → Q3 2024: 44,245,150 shares bought and 17,664,573 shares sold, net +26,580,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 554 holders
| Bank of America Corp. | 0.08% | Add +15.8% | 17,443,418 | $887.5M |
| Morgan Stanley | 0.06% | Add +11.9% | 15,337,963 | $780.4M |
| Arch Capital Group LTD. | 69.82% | Add +135.4% | 5,307,645 | $270.1M |
| Envestnet Asset Management Inc. | 0.08% | Add +176.8% | 5,118,540 | $260.4M |
| LPL Financial LLC | 0.12% | Add +38.6% | 5,113,419 | $260.2M |
| Wells Fargo & Company | 0.06% | Add +15.5% | 5,071,955 | $258.1M |
| Wealth Enhancement Advisory Services, LLC | 0.46% | Add +23.4% | 4,195,271 | $213.5M |
| UBS Group AG | 0.05% | Add +1.1% | 3,458,957 | $176.0M |
| Keybank National Association | 0.67% | Add +19.0% | 3,395,429 | $172.8M |
| HighTower Advisors, LLC | 0.24% | Add +16.6% | 3,229,867 | $164.3M |
| Sage Mountain Advisors LLC | 13.99% | Reduce -2.4% | 3,224,523 | $164.1M |
| Cetera Investment Advisers | 0.32% | Add +18.8% | 2,900,829 | $147.6M |
| Midland Wealth Advisors, LLC | 8.63% | Add +62.5% | 2,894,067 | $147.3M |
| Invesco Ltd. | 0.03% | New | 2,840,470 | $144.5M |
| TruWealth Advisors, LLC | 7.77% | Add +5.7% | 2,493,834 | $126.9M |
| RiverFront Investment Group, LLC | 2.81% | New | 2,350,968 | $119.6M |
| Freestone Capital Holdings, LLC | 3.99% | Reduce -29.9% | 2,268,302 | $115.4M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Add +23.3% | 2,248,857 | $114.4M |
| Raymond James & Associates | 0.06% | Add +54.8% | 2,085,283 | $106.1M |
| Truist Financial Corp. | 0.16% | Add +77.8% | 2,030,970 | $103.3M |
| Inspirion Wealth Advisors, LLC | 14.12% | Reduce -2.8% | 1,984,889 | $101.0M |
| Advance Capital Management, Inc. | 4.30% | Reduce -52.0% | 1,908,027 | $97.1M |
| 1900 Wealth Management LLC | 8.06% | Add +26.1% | 1,848,402 | $94.0M |
| FMR LLC | 0.01% | Add +63.2% | 1,778,535 | $90.5M |
| Mariner, LLC | 0.16% | Add +10.9% | 1,750,225 | $89.1M |
| Renaissance Technologies | 0.13% | Add +8.3% | 1,644,600 | $83.7M |
| Hilton Capital Management, LLC | 6.34% | Add +6.5% | 1,605,658 | $81.7M |
| Royal Bank of Canada | 0.02% | Add +30.9% | 1,583,219 | $80.6M |
| Meitav Investment House Ltd. | 1.35% | Add +59.6% | 1,580,000 | $80.4M |
| Osaic Holdings, Inc. | 0.18% | Add +14.6% | 1,570,942 | $79.9M |
| Kensington Asset Management, LLC | 4.10% | Reduce -50.9% | 1,469,882 | $74.8M |
| AE Wealth Management LLC | 0.66% | Add +6.4% | 1,425,638 | $72.5M |
| BlackRock, Inc. | 0.00% | — | 1,132,186 | $57.6M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +21.4% | 1,118,471 | $56.9M |
| Janney Montgomery Scott LLC | 0.15% | Add +47.2% | 1,082,384 | $55.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.3% | 1,081,469 | $55.0M |
| RFG Advisory, LLC | 1.64% | Add +8.6% | 1,061,347 | $54.0M |
| Border to Coast Pensions Partnership Ltd | 1.09% | New | 1,050,000 | $53.3M |
| Brookstone Capital Management | 0.78% | Add +1.3% | 1,044,386 | $53.1M |
| Bogart Wealth, LLC | 2.46% | Add +9522.2% | 1,022,843 | $52.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +417.1% | 1,009,057 | $51.3M |
| Kestra Advisory Services, LLC | 0.28% | Add +18.2% | 995,053 | $50.6M |
| NorthCoast Asset Management LLC | 0.36% | Add +96.5% | 4,008,532 | $50.5M |
| Fragasso Financial Advisors Inc | 3.73% | Add +11.7% | 953,742 | $48.5M |
| Gradient Investments LLC | 0.95% | Add +13.6% | 900,639 | $45.8M |
| Atwood & Palmer Inc. | 2.87% | Add +3.7% | 830,876 | $42.3M |
| Bank of New York Mellon Corp | 0.01% | Add +93.8% | 829,786 | $42.2M |
| CX Institutional | 1.69% | Add +6.1% | 748,914 | $38.1M |
| Syntegra Private Wealth Group, LLC | 4.37% | Add +15.0% | 744,329 | $37.9M |
| St Germain D J Co. Inc. | 1.71% | Add +2.0% | 730,395 | $37.2M |
| Private Advisor Group, LLC | 0.22% | Add +7.8% | 685,881 | $34.9M |
| Nottingham Advisors, Inc. | 3.61% | Add +23.5% | 642,088 | $32.7M |
| Flaharty Asset Management, LLC | 4.46% | Reduce -0.4% | 623,564 | $31.7M |
| Alpine Bank Wealth Management | 4.81% | — | 591,309 | $30.1M |
| Simon Quick Advisors, LLC | 1.79% | New | 557,955 | $28.4M |
| Ameritas Advisory Services, LLC | 1.20% | Add +51.0% | 548,387 | $27.9M |
| Cornerstone Advisors Asset Management, LLC | 6.04% | Add +12.3% | 536,773 | $27.3M |
| Obermeyer Wealth Partners | 1.43% | New | 523,181 | $26.6M |
| Baird Financial Group, Inc. | 0.05% | Add +14.0% | 522,929 | $26.6M |
| Great Valley Advisor Group, Inc. | 0.63% | Add +281.6% | 501,546 | $25.5M |
| Members Capital Advisors Inc. | 29.18% | No change | 498,236 | $25.4M |
| SPC Financial, Inc. | 2.23% | Reduce -2.7% | 497,480 | $25.3M |
| 49 Wealth Management, LLC | 3.92% | Add +95.2% | 472,967 | $24.1M |
| Mariner Investment Group LLC | 6.28% | New | 450,000 | $22.9M |
| Rockefeller Capital Management L.P. | 0.06% | Add +17.9% | 432,670 | $22.0M |
| Sovereign Investment Advisors, LLC | 7.19% | Add +20.6% | 430,824 | $21.9M |
| Kestra Investment Management, LLC | 0.93% | Add +0.3% | 424,315 | $21.6M |
| Financial Enhancement Group LLC | 4.18% | Add +25.5% | 433,681 | $21.5M |
| Sanctuary Advisors, LLC | 0.14% | Add +65.2% | 420,244 | $21.4M |
| Drake & Associates, LLC | 6.77% | Add +4.6% | 412,133 | $21.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +11.4% | 402,997 | $20.5M |
| Advisor OS, LLC | 2.03% | Add +18.7% | 401,473 | $20.4M |
| Delphi Financial Group, Inc. | 11.66% | No change | 397,990 | $20.2M |
| Haverford Trust Co | 0.20% | Add +31.5% | 394,654 | $20.1M |
| Albion Financial Group | 1.39% | Add +6989.9% | 392,780 | $20.0M |
| Traphagen Investment Advisors LLC | 1.99% | Add +203.6% | 387,852 | $19.7M |
| Astor Investment Management LLC | 9.35% | Reduce -7.0% | 384,284 | $19.6M |
| Evergreen Capital Management LLC | 0.63% | Add +358.6% | 368,112 | $18.7M |
| Townsquare Capital LLC | 0.22% | Add +38.0% | 364,352 | $18.5M |
| Corient Private Wealth LP | 0.03% | Add +9.7% | 357,922 | $18.2M |
| Atlas Private Wealth Advisors | 2.57% | Add +98.6% | 348,105 | $17.7M |
| Clearstead Advisors, LLC | 0.27% | Add +11.9% | 346,505 | $17.6M |
| Yarger Wealth Strategies, LLC | 9.75% | Add +0.0% | 346,377 | $17.6M |
| Modern Wealth Management, LLC | 1.08% | Add +44.5% | 345,718 | $17.6M |
| Highline Wealth Partners LLC | 5.84% | Add +17.4% | 342,999 | $17.5M |
| Bensler, LLC | 2.18% | Reduce -42.1% | 339,330 | $17.3M |
| Marshall Financial Group, LLC | 3.97% | Reduce -37.5% | 326,903 | $16.6M |
| Apollon Wealth Management, LLC | 0.46% | Reduce -1.2% | 322,800 | $16.4M |
| Great Point Wealth Advisors, LLC | 3.44% | Add +1.0% | 316,154 | $16.1M |
| Divergent Planning, LLC | 5.97% | Add +6.9% | 316,250 | $16.0M |
| MJP Associates Inc. | 2.97% | Add +23.4% | 308,073 | $15.7M |
| GG Group Ventures, LLC | 22.27% | Add +4.5% | 300,478 | $15.3M |
| Proficio Capital Partners LLC | 1.52% | Add +211.5% | 299,555 | $15.2M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.62% | No change | 295,800 | $15.1M |
| Mason & Associates Inc | 3.73% | Add +52.9% | 294,199 | $15.0M |
| Pine Valley Investments Ltd Liability Co | 1.01% | Add +21.1% | 289,168 | $14.7M |
| Insight Wealth Strategies, LLC | 1.93% | Reduce -13.7% | 288,707 | $14.7M |
| Pacific Wealth Management | 6.67% | Add +4.2% | 281,752 | $14.3M |
| Allen Capital Group, LLC | 1.81% | Add +11.6% | 279,977 | $14.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +18.1% | 273,922 | $13.9M |
| Tower Wealth Partners, Inc. | 7.89% | Add +0.9% | 266,793 | $13.6M |
| Atria Investments, Inc | 0.17% | Add +5.2% | 265,204 | $13.5M |
| Kestra Private Wealth Services, LLC | 0.24% | Reduce -22.8% | 261,714 | $13.3M |
| Kathmere Capital Management, LLC | 1.25% | Add +44.0% | 261,574 | $13.3M |
| Seneca House Advisors | 5.43% | Add +6.4% | 253,548 | $12.9M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +32.8% | 250,263 | $12.7M |
| Bridgewealth Advisory Group, LLC | 4.63% | Add +145.6% | 250,061 | $12.7M |
| Quaker Wealth Management, LLC | 4.55% | — | 244,114 | $12.4M |
| Geneos Wealth Management Inc. | 0.46% | Add +94.5% | 236,847 | $12.1M |
| OneDigital Investment Advisors LLC | 0.14% | Add +2.2% | 236,424 | $12.0M |
| Heck Capital Advisors, LLC | 1.38% | Reduce -14.5% | 235,484 | $12.0M |
| Paragon Advisors, LLC | 3.86% | Add +1.9% | 233,409 | $11.9M |
| Buffington Mohr McNeal | 1.94% | Add +293.3% | 231,973 | $11.8M |
| Compass Financial Group, Inc. | 5.39% | Add +0.0% | 229,061 | $11.7M |
| Global Retirement Partners, LLC | 0.34% | Reduce -67.6% | 223,610 | $11.4M |
| Santori & Peters, Inc. | 4.43% | Add +0.0% | 219,696 | $11.2M |
| Silver Oak Securities, Incorporated | 1.16% | Add +34.3% | 216,371 | $11.0M |
| Cornerstone Advisory, LLC | 1.44% | Reduce -12.0% | 215,643 | $11.0M |
| Ssi Investment Management LLC | 4.11% | Add +60.7% | 211,936 | $10.8M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +17.6% | 211,074 | $10.7M |
| RiverTree Advisors, LLC | 7.22% | Add +2.4% | 209,273 | $10.6M |
| Symphony Financial Services, Inc. | 9.04% | Reduce -15.0% | 209,026 | $10.6M |
| Destiny Wealth Partners, LLC | 1.86% | Add +3.0% | 208,235 | $10.6M |
| Weaver Consulting Group | 3.32% | Add +12.5% | 205,607 | $10.5M |
| Mgo One Seven LLC | 0.45% | Add +159.4% | 204,966 | $10.4M |
| Magnus Financial Group LLC | 1.06% | Reduce -7.8% | 204,791 | $10.4M |
| Endurance Services Ltd | 1.74% | New | 204,500 | $10.4M |
| Alpha Omega Group, Inc. | 14.25% | Add +15.4% | 204,076 | $10.4M |
| Northcape Wealth Management, LLC | 3.39% | Add +34.8% | 203,372 | $10.3M |
| Flow Traders U.S. LLC | 0.52% | Reduce -52.7% | 201,208 | $10.2M |
| Mutual Advisors, LLC | 0.29% | Add +32.7% | 197,616 | $10.0M |
| Gibraltar Capital Management, Inc. | 4.51% | Reduce -0.5% | 197,248 | $10.0M |
| Headinvest, LLC | 1.84% | Add +14.4% | 195,097 | $9.9M |
| MML Investors Services, LLC | 0.04% | Add +27.9% | 192,574 | $9.8M |
| Stifel Financial Corp. | 0.01% | Add +67.3% | 192,386 | $9.8M |
| Hennion & Walsh Asset Management, Inc. | 0.45% | Add +18.1% | 191,358 | $9.7M |
| Ifrah Financial Services, Inc. | 2.56% | Add +2.9% | 186,487 | $9.5M |
| Elevatus Welath Management | 3.08% | Reduce -4.5% | 185,284 | $9.4M |
| Diversify Advisory Services, LLC | 0.50% | Add +4.4% | 182,727 | $9.3M |
| Unique Wealth, LLC | 2.09% | Reduce -14.9% | 179,019 | $9.1M |
| Wealthcare Advisory Partners LLC | 0.26% | Add +63.8% | 177,153 | $9.0M |
| Centaurus Financial, Inc. | 0.56% | Reduce -1.6% | 173,385 | $8.8M |
| Mraz, Amerine & Associates, Inc. | 1.59% | Add +44.4% | 173,038 | $8.8M |
| Blue Investment Partners LLC | 3.60% | Add +20.7% | 171,553 | $8.7M |
| Vertex Planning Partners, LLC | 2.08% | Add +1.8% | 170,987 | $8.7M |
| Blue Edge Capital, LLC | 1.34% | Add +1.0% | 169,004 | $8.6M |
| Andina Capital Management, LLC | 6.17% | Add +13.7% | 159,392 | $8.1M |
| Sage Rhino Capital LLC | 1.79% | Add +28.0% | 158,684 | $8.1M |
| GPS Wealth Strategies Group, LLC | 1.07% | Add +2444.8% | 158,131 | $8.0M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -5.0% | 157,322 | $8.0M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -5.0% | 157,322 | $8.0M |
| WT Wealth Management | 2.54% | Reduce -9.0% | 156,677 | $8.0M |
| Maltin Wealth Management, Inc. | 3.88% | Add +2.3% | 156,405 | $8.0M |
| Beacon Harbor Wealth Advisors, Inc. | 1.84% | Add +5.9% | 152,275 | $7.7M |
| CreativeOne Wealth, LLC | 0.26% | Add +331.3% | 151,891 | $7.7M |
| Lincoln Capital Corp. | 3.15% | Reduce -0.7% | 151,401 | $7.7M |
| waypoint wealth counsel | 5.15% | Add +5.7% | 149,504 | $7.6M |
| Merit Financial Group, LLC | 0.17% | Reduce -3.7% | 149,362 | $7.6M |
| Ameritas Investment Partners, Inc. | 0.25% | Add +17.8% | 149,294 | $7.6M |
| Independent Financial Group, LLC | 0.28% | Add +4.8% | 149,192 | $7.6M |
| Strategic Blueprint, LLC | 0.47% | Add +15.8% | 147,222 | $7.5M |
| Equitable Holdings, Inc. | 0.07% | Add +41.8% | 145,975 | $7.4M |
| Source Financial Advisors LLC | 2.18% | Add +10.6% | 144,780 | $7.4M |
| Rehmann Capital Advisory Group | 0.47% | Add +17.6% | 142,768 | $7.3M |
| Diversified Portfolios, Inc. | 0.75% | Add +49.6% | 141,398 | $7.2M |
| Grant/GrossMendelsohn, LLC | 3.04% | Reduce -6.0% | 138,484 | $7.0M |
| Vista Investment Management | 2.65% | Add +11.2% | 137,990 | $7.0M |
| MBL Wealth, LLC | 0.75% | Add +1.5% | 136,738 | $7.0M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +63.1% | 134,322 | $6.8M |
| Spectrum Wealth Advisory Group, LLC | 3.80% | New | 133,348 | $6.8M |
| Cynosure Group, LLC | 0.97% | Reduce -1.1% | 131,113 | $6.7M |
| Ancora Advisors LLC | 0.15% | Add +1392.0% | 128,806 | $6.6M |
| Kingsview Wealth Management, LLC | 0.14% | Add +50.7% | 128,806 | $6.6M |
| Guardian Financial Partners, LLC | 4.10% | Add +1.8% | 128,800 | $6.6M |
| Beverly Hills Private Wealth, LLC | 1.33% | Add +19.4% | 128,569 | $6.5M |
| RB Capital Management, LLC | 1.61% | Add +14.1% | 128,140 | $6.5M |
| Quad-Cities Investment Group, LLC | 3.27% | Add +25.4% | 127,991 | $6.5M |
| Greenwich Wealth Management LLC | 0.43% | Reduce -63.2% | 123,133 | $6.3M |
| One Charles Private Wealth Services, LLC | 2.34% | Add +1714.9% | 120,946 | $6.2M |
| Millennium Management | 0.01% | Add +6.0% | 120,164 | $6.1M |
| Legacy Capital Wealth Partners, LLC | 1.22% | Add +99.2% | 119,909 | $6.1M |
| Sanchez Wealth Management Group | 1.80% | New | 115,843 | $5.9M |
| Paragon Capital Management Inc. | 4.27% | New | 113,709 | $5.8M |
| Regent Peak Wealth Advisors LLC | 1.33% | Add +9.5% | 113,667 | $5.8M |
| Semmax Financial Advisors Inc. | 1.58% | Add +41.4% | 113,078 | $5.7M |
| Crumly & Associates Inc. | 1.56% | Reduce -18.0% | 111,157 | $5.7M |
| IFG Advisory, LLC | 0.36% | Add +107.3% | 111,075 | $5.7M |
| Level Four Advisory Services, LLC | 0.24% | Reduce -4.3% | 110,915 | $5.6M |
| Cornerstone Wealth Group, LLC | 0.47% | Reduce -68.2% | 110,367 | $5.6M |
| Toews Corp. | 0.75% | Add +179.9% | 109,834 | $5.6M |
| Benjamin Edwards Inc. | 0.08% | Add +95.7% | 109,104 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +203.3% | 108,561 | $5.5M |
| Epiq Partners, LLC | 3.15% | Add +3.0% | 108,438 | $5.5M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +131.4% | 105,940 | $5.4M |
| CPC Advisors, LLC | 0.80% | Add +26.3% | 105,082 | $5.3M |
| Eldridge Investment Advisors, Inc. | 1.25% | Add +2.6% | 104,683 | $5.3M |
| Regal Investment Advisors LLC | 0.37% | Reduce -49.9% | 103,987 | $5.3M |
| Auour Investments LLC | 1.86% | Reduce -2.2% | 102,528 | $5.2M |
| Central Pacific Bank - Trust Division | 0.69% | Add +60.2% | 102,255 | $5.2M |
| Signature Wealth Management Partners, LLC | 3.75% | Add +42.9% | 101,853 | $5.2M |
| Baker Avenue Asset Management, LP | 0.16% | Add +8.5% | 100,834 | $5.1M |
| AlphaMark Advisors, LLC | 1.76% | Reduce -22.5% | 100,422 | $5.1M |
| Stewardship Advisors, LLC | 1.43% | New | 99,535 | $5.1M |
| Cox Capital Mgt LLC | 2.93% | Add +5.3% | 96,127 | $4.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -12.9% | 95,956 | $4.9M |
| First Hawaiian Bank | 0.15% | Add +59.9% | 94,266 | $4.8M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -29.1% | 93,725 | $4.8M |
| Legacy Capital Group California, Inc. | 1.55% | Add +1.9% | 91,742 | $4.7M |
| Dogwood Wealth Management LLC | 2.65% | Add +6.4% | 90,671 | $4.6M |
| &partners | 0.09% | Add +393.9% | 90,658 | $4.6M |
| Firethorn Wealth Partners, LLC | 2.34% | New | 90,566 | $4.6M |
| Faithward Advisors, LLC | 0.80% | Reduce -0.1% | 90,242 | $4.6M |
| Per Stirling Capital Management, LLC. | 0.63% | Add +40.3% | 89,463 | $4.6M |
| Stephens Inc. | 0.06% | Add +11.0% | 89,053 | $4.5M |
| IVC Wealth Advisors LLC | 2.44% | Add +26.7% | 87,515 | $4.5M |
| Clear Creek Financial Management, LLC | 0.50% | Reduce -20.5% | 87,134 | $4.4M |
| Norden Group LLC | 0.52% | New | 86,778 | $4.4M |
| Comerica Bank | 0.02% | Add +36.6% | 86,353 | $4.4M |
| USAdvisors Wealth Management, LLC | 1.52% | Reduce -2.9% | 85,669 | $4.4M |
| Knott David M Jr | 1.52% | Add +58.9% | 84,829 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.6% | 84,777 | $4.3M |
| World Investment Advisors | 0.13% | Add +119.5% | 84,098 | $4.3M |
| Breakwater Capital Group | 0.86% | Add +600.9% | 84,049 | $4.3M |
| New England Private Wealth Advisors LLC | 0.65% | Add +27.0% | 78,682 | $4.0M |
| Childress Capital Advisors, LLC | 1.06% | New | 77,322 | $3.9M |
| Inspire Advisors, LLC | 0.47% | Add +17.6% | 76,062 | $3.9M |
| Tortoise Investment Management, LLC | 0.40% | New | 75,560 | $3.8M |
| Perigon Wealth Management, LLC | 0.10% | Add +2.7% | 75,186 | $3.8M |
| Leavell Investment Management, Inc. | 0.19% | New | 75,076 | $3.8M |
| BlueChip Wealth Advisors LLC | 2.00% | Add +22.9% | 75,067 | $3.8M |
| Waverly Advisors, LLC | 0.07% | Add +966.7% | 72,931 | $3.7M |
| Jane Street Group, LLC | 0.01% | Reduce -93.4% | 69,317 | $3.5M |
| Gotham Asset Management | 0.04% | New | 69,121 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +29.8% | 69,098 | $3.5M |
| Money Concepts Capital Corp. | 0.27% | Add +3.4% | 68,744 | $3.5M |
| Asset Allocation & Management Company, LLC | 2.20% | Add +73.1% | 68,736 | $3.5M |
| Secure Asset Management, LLC | 0.59% | Reduce -6.2% | 68,656 | $3.5M |
| Virtu Financial LLC | 0.19% | New | 67,158 | $3.4M |
| WESPAC Advisors SoCal, LLC | 0.78% | Reduce -53.4% | 66,369 | $3.4M |
| Redhawk Wealth Advisors, Inc. | 0.48% | Add +29.4% | 65,420 | $3.3M |
| GeoWealth Management, LLC | 0.11% | Add +15.9% | 63,385 | $3.2M |
| First Heartland Consultants, Inc. | 0.34% | Reduce -80.9% | 62,042 | $3.2M |
| Precision Wealth Strategies, LLC | 2.92% | Reduce -7.3% | 61,936 | $3.2M |
| NovaPoint Capital, LLC | 0.97% | Reduce -12.0% | 61,592 | $3.1M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -5.2% | 60,785 | $3.1M |
| Brown Financial Advisors | 1.26% | Add +5.7% | 60,027 | $3.1M |
| Innealta Capital, LLC | 1.23% | No change | 59,213 | $3.0M |
| Harbor Investment Advisory, LLC | 0.30% | Add +14.6% | 58,993 | $3.0M |
| Future Financial Wealth Managment LLC | 2.12% | Add +5.1% | 58,238 | $3.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.89% | Add +54.0% | 57,163 | $2.9M |
| GenTrust, LLC | 0.14% | No change | 55,694 | $2.8M |
| RDA Financial Network | 0.86% | Add +12.3% | 54,638 | $2.8M |
| Blackhawk Capital Partners, LLC | 1.46% | Add +239.2% | 53,544 | $2.7M |
| Trajan Wealth LLC | 0.16% | Reduce -5.3% | 53,378 | $2.7M |
| Trek Financial, LLC | 0.20% | Reduce -23.1% | 51,325 | $2.6M |
| IHT Wealth Management, LLC | 0.07% | Reduce -77.9% | 51,146 | $2.6M |
| Kelly Financial Services LLC | 0.94% | New | 50,405 | $2.6M |
| Lane & Associates LLC | 1.39% | Add +184.6% | 50,348 | $2.6M |
| Legacy Investment Solutions, LLC | 1.55% | — | 49,865 | $2.5M |
| Legacy Wealth Managment, LLC | 1.55% | — | 49,865 | $2.5M |
| Pinnacle Financial Partners Inc | 0.05% | New | 49,695 | $2.5M |
| Argent Trust Co | 0.10% | Add +668.8% | 49,475 | $2.5M |
| WCG Wealth Advisors LLC | 0.17% | Add +11.5% | 48,677 | $2.5M |
| Farther Finance Advisors, LLC | 0.09% | Add +459.9% | 48,341 | $2.5M |
| Simplicity Wealth,LLC | 0.23% | Add +56.9% | 47,846 | $2.4M |
| Castle Rock Wealth Management, LLC | 0.57% | Reduce -21.6% | 46,906 | $2.4M |
| Belpointe Asset Management LLC | 0.14% | Add +58.5% | 46,477 | $2.4M |
| Assetmark, Inc. | 0.01% | Add +38.9% | 46,294 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +929.7% | 45,977 | $2.3M |
| Whalen Wealth Management Inc. | 1.64% | Reduce -0.2% | 45,620 | $2.3M |
| Cape Investment Advisory, Inc. | 0.93% | Reduce -0.3% | 45,129 | $2.3M |
| Denver Wealth Management, Inc. | 1.06% | New | 44,910 | $2.3M |
| Insigneo Advisory Services, LLC | 0.23% | Add +156.8% | 44,426 | $2.3M |
| Citizens National Bank Trust Department | 0.46% | Add +4.1% | 43,130 | $2.2M |
| Virtus Investment Advisers, LLC | 1.77% | New | 43,095 | $2.2M |
| Bison Wealth, LLC | 0.35% | Add +88.2% | 43,075 | $2.2M |
| Camelot Portfolios, LLC | 2.15% | Add +1241.1% | 42,914 | $2.2M |
| Mattson Financial Services, LLC | 0.78% | Reduce -0.4% | 42,839 | $2.2M |
| Almanack Investment Partners, LLC. | 0.34% | Reduce -12.9% | 42,689 | $2.2M |
| Mendel Money Management | 0.92% | Add +14.3% | 41,762 | $2.1M |
| tru Independence LLC | 0.61% | Add +5.0% | 40,769 | $2.1M |
| Curtis Advisory Group, LLC | 0.59% | Add +2.7% | 40,570 | $2.1M |
| Chris Bulman Inc | 1.36% | Reduce -4.1% | 39,260 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +89.3% | 38,981 | $2.0M |
| Integrated Advisors Network LLC | 0.10% | Add +69.1% | 38,852 | $2.0M |
| Watts Gwilliam & Co., LLC | 0.43% | — | 38,867 | $2.0M |
| Creative Planning | 0.00% | Add +86.5% | 38,530 | $2.0M |
| Arkadios Wealth Advisors | 0.11% | Add +20.4% | 38,510 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +51.3% | 38,311 | $1.9M |
| Cibc World Market Inc. | 0.00% | New | 38,302 | $1.9M |
| Beck Capital Management, LLC | 0.52% | New | 38,282 | $1.9M |
| Wealth Alliance, LLC | 0.23% | Add +44.8% | 37,077 | $1.9M |
| Focus Financial Network, Inc. | 0.08% | Add +44.2% | 36,855 | $1.9M |
| WR Wealth Planners, LLC | 0.51% | New | 35,924 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Add +9.8% | 35,829 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | New | 34,900 | $1.8M |
| WFA of San Diego, LLC | 1.47% | Add +3.2% | 34,221 | $1.7M |
| Nilsine Partners, LLC | 0.22% | New | 33,627 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.82% | New | 33,481 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -17.7% | 33,382 | $1.7M |
| Avid Wealth Partners LLC | 1.19% | Add +15.1% | 33,026 | $1.7M |
| Obsidian Cio, LLC | 0.35% | Reduce -1.7% | 32,609 | $1.7M |
| Macroview Investment Management LLC | 1.62% | Reduce -0.3% | 32,602 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +612.5% | 32,284 | $1.6M |
| HCR Wealth Advisors | 0.21% | Add +12.6% | 32,067 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -17.2% | 31,967 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Add +8.4% | 31,807 | $1.6M |
| Quadrant Private Wealth Management, LLC | 0.40% | New | 31,509 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +32.0% | 31,254 | $1.6M |
| AXS Investments LLC | 0.42% | Reduce -20.4% | 30,893 | $1.6M |
| Asset Allocation Strategies LLC | 0.45% | New | 30,785 | $1.6M |
| Founders Financial Securities LLC | 0.14% | Add +138.6% | 30,181 | $1.5M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -1.7% | 29,987 | $1.5M |
| Bright Futures Wealth Management, LLC. | 0.73% | Add +35.2% | 29,738 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +19.9% | 29,366 | $1.5M |
| Paladin Wealth, LLC | 1.30% | — | 29,144 | $1.5M |
| Prospera Financial Services Inc | 0.04% | Add +44.7% | 28,889 | $1.5M |
| KPP Advisory Services LLC | 0.35% | Add +88.1% | 28,373 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +42.2% | 27,842 | $1.4M |
| Cooper Financial Group | 0.18% | Add +123.2% | 27,246 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +237.1% | 26,560 | $1.4M |
| PCG Wealth Advisors, LLC | 0.52% | Add +225.6% | 26,533 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +21.1% | 25,139 | $1.3M |
| Arrowroot Family Office, LLC | 0.73% | Add +22.0% | 24,529 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.39% | Reduce -30.7% | 23,960 | $1.2M |
| Kintra Wealth, LLC | 0.83% | Add +133.5% | 23,903 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | New | 23,843 | $1.2M |
| StrongBox Wealth, LLC | 0.52% | Add +311.5% | 23,725 | $1.2M |
| Nwam LLC | 0.07% | New | 23,380 | $1.2M |
| HRT Financial LP | 0.01% | New | 23,081 | $1.2M |
| Hohimer Wealth Management, LLC | 0.25% | No change | 23,000 | $1.2M |
| 3EDGE Asset Management, LP | 0.08% | Reduce -0.9% | 22,830 | $1.2M |
| Leelyn Smith, LLC | 0.21% | Reduce -24.3% | 22,824 | $1.2M |
| Core Wealth Partners LLC | 0.70% | New | 22,748 | $1.2M |
| Gibbs Wealth Management | 0.37% | Add +30.4% | 22,699 | $1.2M |
| Sowell Financial Services LLC | 0.05% | New | 22,314 | $1.1M |
| Opal Wealth Advisors, LLC | 0.36% | Add +6.0% | 22,306 | $1.1M |
| PFG Advisors | 0.07% | Add +105.9% | 21,888 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +164.0% | 21,665 | $1.1M |
| SteelPeak Wealth, LLC | 0.05% | Add +11.1% | 21,437 | $1.1M |
| Csenge Advisory Group | 0.06% | Add +418.4% | 21,289 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +34.2% | 21,069 | $1.1M |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -66.3% | 21,043 | $1.1M |
| Community Bank, N.A. | 0.14% | Reduce -65.3% | 21,043 | $1.1M |
| Sebold Capital Management, Inc. | 0.69% | Add +54.1% | 20,541 | $1.0M |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -5.5% | 20,569 | $1.0M |
| Toth Financial Advisory Corp. | 0.12% | Reduce -17.8% | 20,423 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +287.7% | 20,354 | $1.0M |
| Meridian Wealth Management, LLC | 0.05% | Add +25.0% | 19,882 | $1.0M |
| Smith, Moore & Co. | 0.10% | Add +23.5% | 19,841 | $1.0M |
| Rise Advisors, LLC | 0.48% | Add +10.5% | 19,754 | $1.0M |
| Segment Wealth Management, LLC | 0.07% | Add +133.6% | 19,620 | $998K |
| Channel Wealth LLC | 0.33% | New | 19,500 | $992K |
| Pullen Investment Management, LLC | 0.72% | Add +165.3% | 19,400 | $987K |
| Able Wealth Management LLC | 0.75% | Add +0.2% | 19,354 | $985K |
| Darden Wealth Group Inc | 0.69% | Add +183.6% | 18,933 | $963K |
| Thomas J. Herzfeld Advisors, Inc. | 0.32% | New | 18,773 | $955K |
| Jefferies Financial Group Inc. | 0.02% | Add +54.5% | 18,512 | $942K |
| Seed Wealth Management, Inc. | 0.75% | Reduce -13.3% | 18,304 | $931K |
| Worth Asset Management, LLC | 0.51% | Reduce -36.9% | 18,295 | $931K |
| Cora Capital Advisors LLC | 0.46% | New | 18,160 | $924K |
| Betterment LLC | 0.00% | Add +21.4% | 18,109 | $921K |
| Condor Capital Management | 0.08% | Reduce -49.6% | 18,081 | $920K |
| Susquehanna International Group, LLP | 0.00% | New | 17,827 | $907K |
| Cozad Asset Management Inc. | 0.09% | Add +64.2% | 17,680 | $900K |
| Transcend Capital Advisors, LLC | 0.06% | Add +253.7% | 17,510 | $891K |
| D.A. Davidson & Co. | 0.01% | Reduce -22.2% | 17,500 | $890K |
| Axiom Advisory, LLC | 0.01% | Add +1.6% | 17,344 | $880K |
| Fifth Third Bancorp | 0.00% | Add +31.0% | 17,245 | $877K |
| Curi Capital, LLC | 0.02% | Add +129.9% | 17,169 | $874K |
| Pasadena Private Wealth, LLC | 0.18% | Reduce -0.3% | 17,028 | $866K |
| Alpha Financial Partners LLC | 0.62% | New | 17,008 | $865K |
| Ehrlich Financial Group | 0.62% | Add +149.8% | 17,008 | $865K |
| Boyd Watterson Asset Management LLC | 0.24% | No change | 17,000 | $865K |
| New Century Financial Group, LLC | 0.31% | New | 16,566 | $843K |
| Element Wealth, LLC | 0.44% | Add +2.5% | 16,309 | $830K |
| Triumph Capital Management | 0.29% | Add +86.9% | 16,202 | $824K |
| Verition Fund Management LLC | 0.01% | Reduce -30.4% | 16,000 | $814K |
| Raymond James Trust N.A. | 0.02% | Add +48.2% | 15,693 | $798K |
| Beacon Financial Advisory LLC | 0.27% | Add +19.9% | 15,683 | $798K |
| EdgeRock Capital LLC | 0.55% | New | 15,340 | $781K |
| Accel Wealth Management | 0.29% | New | 15,241 | $775K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -67.5% | 14,678 | $747K |
| PFG Investments, LLC | 0.05% | Add +1.0% | 14,534 | $739K |
| Schechter Investment Advisors, LLC | 0.05% | New | 14,488 | $737K |
| Advisory Services Network, LLC | 0.02% | No change | 14,360 | $731K |
| First Foundation Advisors | 0.03% | Add +162.0% | 13,646 | $694K |
| Leo Wealth, LLC | 0.06% | New | 13,508 | $687K |
| WESPAC Advisors, LLC | 0.50% | Reduce -4.5% | 13,200 | $672K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -31.7% | 12,790 | $651K |
| Seelaus Asset Management LLC | 0.61% | Add +0.9% | 12,785 | $651K |
| Janus Henderson Group PLC | 0.00% | Reduce -99.2% | 12,345 | $628K |
| CRA Financial Services, LLC | 0.12% | Add +24.5% | 12,327 | $627K |
| Naples Money Management LLC | 0.53% | Add +1.0% | 12,200 | $621K |
| Portside Wealth Group, LLC | 0.11% | Add +23.9% | 12,121 | $617K |
| Apollon Financial, LLC | 0.18% | New | 11,933 | $607K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +18.0% | 11,800 | $600K |
| Priebe Wealth Holdings LLC | 0.44% | Add +18.1% | 11,764 | $599K |
| Wealthspire Retirement, LLC | 0.05% | Add +1.3% | 11,753 | $598K |
| NWF Advisory Services Inc. | 0.09% | New | 11,696 | $595K |
| Atlas Wealth LLC | 0.38% | New | 11,670 | $594K |
| Accurate Wealth Management, LLC | 0.12% | Add +176.8% | 11,665 | $592K |
| Oak Family Advisors, LLC | 0.21% | New | 11,380 | $579K |
| Legacy Financial Strategies, LLC | 0.13% | Add +21.3% | 11,345 | $577K |
| Avaii Wealth Management, LLC | 0.29% | New | 11,310 | $575K |
| StoneCrest Wealth Management, Inc. | 0.41% | New | 11,050 | $562K |
| PAX Financial Group, LLC | 0.10% | New | 11,047 | $562K |
| OneAscent Wealth Management LLC | 0.21% | New | 11,023 | $561K |
| Euro Pacific Asset Management, LLC | 0.10% | New | 10,985 | $556K |
| CAP Partners, LLC | 0.41% | Add +46.9% | 10,828 | $551K |
| Muirfield Wealth Advisors LLC | 0.46% | Add +84.3% | 10,721 | $545K |
| Vident Advisory, LLC | 0.01% | Add +12.2% | 10,692 | $544K |
| US Bancorp \de | 0.00% | Add +88.5% | 10,674 | $543K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -24.1% | 10,614 | $540K |
| Hamilton Wealth, LLC | 0.13% | Add +34.3% | 10,610 | $540K |
| SAM Advisors, LLC | 0.20% | New | 10,559 | $537K |
| Scotia Capital Inc. | 0.00% | Add +24.0% | 10,503 | $534K |
| Howard Bailey Securities, LLC | 0.20% | — | 10,470 | $533K |
| Fourpath Capital Management, LLC | 0.10% | Reduce -0.1% | 10,379 | $528K |
| Stratos Investment Management, LLC | 0.04% | Add +1.0% | 10,006 | $509K |
| Sloy Dahl & Holst, LLC | 0.09% | New | 9,900 | $504K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 9,856 | $502K |
| Citadel Advisors | 0.00% | Reduce -1.9% | 9,806 | $499K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 9,777 | $497K |
| Choreo, LLC | 0.01% | New | 9,753 | $497K |
| BTS Asset Management, Inc. | 0.47% | Add +16.1% | 9,731 | $495K |
| Sequent Planning LLC | 0.17% | New | 9,689 | $493K |
| CW Advisors, LLC | 0.01% | Reduce -16.4% | 9,410 | $479K |
| Kennedy Investment Group, Inc. | 0.22% | New | 9,296 | $473K |
| Financial Advocates Investment Management | 0.03% | Reduce -46.0% | 9,253 | $471K |
| Harbour Investments, Inc. | 0.01% | Add +68.9% | 9,058 | $461K |
| Peterson Financial Group, Inc. | 1.77% | Add +1.7% | 9,041 | $460K |
| ArrowMark Colorado Holdings LLC | 0.01% | New | 8,974 | $457K |
| Elios Financial Group Inc. | 0.20% | — | 8,683 | $442K |
| Cwm, LLC | 0.00% | Reduce -6.1% | 8,609 | $438K |
| Napa Wealth Management | 0.21% | New | 8,573 | $436K |
| Ninety One UK Ltd | 0.00% | New | 8,478 | $431K |
| JTC Employer Solutions Trustee Ltd | 0.03% | Add +147.6% | 8,221 | $418K |
| Keystone Financial Group | 0.05% | New | 8,179 | $416K |
| Old Second National Bank of Aurora | 0.10% | Add +2.8% | 8,102 | $412K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -50.9% | 8,025 | $408K |
| Raleigh Capital Management Inc. | 0.16% | Reduce -4.2% | 7,960 | $405K |
| Falcon Wealth Planning | 0.05% | New | 7,926 | $403K |
| First International Bank & Trust | 0.13% | No change | 7,864 | $400K |
| Outlook Wealth Advisors, LLC | 0.11% | Reduce -9.2% | 7,835 | $399K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 7,800 | $397K |
| Summit Financial Strategies, Inc. | 0.04% | New | 7,758 | $395K |
| Presidio Capital Management, LLC | 0.25% | Reduce -21.4% | 7,598 | $387K |
| Captrust Financial Advisors | 0.00% | New | 7,525 | $383K |
| Ruggaard & Associates LLC | 0.17% | Add +56.8% | 7,513 | $382K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -97.1% | 7,500 | $382K |
| Lloyd Advisory Services, LLC. | 0.17% | Add +6.8% | 7,027 | $358K |
| Zimmermann Investment Management & Planning LLC | 0.11% | Add +37.7% | 6,966 | $354K |
| Phoenix Financial Ltd. | 0.01% | Add +9.9% | 6,736 | $343K |
| IFP Advisors, Inc | 0.01% | Add +41.4% | 6,691 | $340K |
| Capital Planning LLC | 0.10% | New | 6,670 | $339K |
| Optivise Advisory Services LLC | 0.18% | New | 6,668 | $339K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 6,557 | $334K |
| Park Avenue Securities LLC | 0.00% | New | 6,521 | $332K |
| Seaview Investment Managers LLC | 0.10% | Reduce -12.7% | 6,502 | $331K |
| River Street Advisors LLC | 0.18% | Reduce -3.4% | 6,450 | $328K |
| Whittier Trust Co. | 0.00% | No change | 6,447 | $328K |
| Guggenheim Capital LLC | 0.00% | New | 6,381 | $325K |
| Ethos Financial Group, LLC | 0.05% | Add +20.3% | 6,256 | $318K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -2.1% | 6,102 | $310K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 6,088 | $310K |
| CGN Advisors LLC | 0.03% | Reduce -7.1% | 6,039 | $307K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.7% | 6,020 | $306K |
| Evercore Wealth Management, LLC | 0.00% | New | 6,000 | $305K |
| Transform Wealth, LLC | 0.02% | No change | 5,912 | $301K |
| K.J. Harrison & Partners Inc | 0.05% | Add +6.5% | 5,900 | $300K |
| Valeo Financial Advisors, LLC | 0.01% | New | 5,837 | $297K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -38.7% | 5,812 | $296K |
| MBA Advisors LLC | 0.14% | Reduce -5.5% | 5,660 | $288K |
| Kovack Advisors, Inc. | 0.03% | Add +5.6% | 5,658 | $288K |
| Sugar Maple Asset Management, LLC | 0.25% | New | 5,644 | $287K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -78.6% | 5,637 | $287K |
| Bailard, Inc. | 0.01% | New | 5,630 | $286K |
| Principal Securities, Inc. | 0.01% | Add +890.5% | 5,557 | $283K |
| Good Life Advisors, LLC | 0.02% | New | 5,535 | $282K |
| AlphaStar Capital Management, LLC | 0.02% | New | 5,378 | $274K |
| Titleist Asset Management, LLC | 0.04% | Reduce -23.9% | 5,168 | $263K |
| Redwood Investment Management, LLC | 0.02% | New | 5,059 | $257K |
| Voisard Asset Management Group, Inc. | 0.11% | New | 4,962 | $252K |
| LaSalle St. Investment Advisors, LLC | 0.09% | New | 4,745 | $241K |
| Running Point Capital Advisors, LLC | 0.09% | New | 4,605 | $234K |
| MN Wealth Advisors, LLC | 0.13% | Reduce -79.4% | 4,602 | $234K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 4,559 | $232K |
| SpiderRock Advisors, LLC | 0.00% | New | 4,526 | $230K |
| Private Trust Co. NA | 0.02% | Add +17.3% | 4,412 | $224K |
| National Bank of Canada | 0.00% | Add +2404.0% | 4,407 | $224K |
| AdvisorNet Financial, Inc | 0.02% | Add +21.6% | 4,399 | $224K |
| Operose Advisors LLC | 0.07% | Add +44.1% | 4,378 | $223K |
| One Degree Advisors Inc | 0.09% | New | 4,353 | $221K |
| Planned Solutions, Inc. | 0.09% | New | 4,319 | $220K |
| Mayfair Advisory Group, LLC | 0.14% | Reduce -23.9% | 4,300 | $218K |
| New Wave Wealth Advisors LLC | 0.10% | Reduce -10.5% | 4,244 | $216K |
| Heritage Oak Wealth Advisors LLC | 0.10% | New | 4,244 | $216K |
| Cerro Pacific Wealth Advisors LLC | 0.08% | No change | 4,225 | $215K |
| Pine Harbor Wealth Management, LLC | 0.11% | Reduce -7.4% | 4,203 | $214K |
| Stegent Equity Advisors, Inc. | 0.23% | New | 4,129 | $210K |
| Cardiff Park Advisors, LLC | 0.02% | New | 4,000 | $204K |
| Lindbrook Capital, LLC | 0.02% | New | 4,000 | $204K |
| One Capital Management, LLC | 0.01% | Reduce -58.1% | 3,977 | $202K |
| Stephens Consulting, LLC | 0.05% | New | 3,870 | $197K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 3,500 | $178K |
| Cove Street Capital, LLC | 0.11% | New | 2,700 | $137K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,597 | $132K |
| Mascoma Wealth Management LLC | 0.03% | No change | 2,579 | $131K |
| Financial Network Wealth Advisors LLC | 0.10% | Reduce -3.6% | 2,451 | $125K |
| Earned Wealth Advisors, LLC | 0.04% | Reduce -69.2% | 2,326 | $118K |
| Lanark Financial, Inc. | 0.01% | New | 2,330 | $118K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +1.6% | 2,319 | $118K |
| Hobbs Group Advisors, LLC | 0.04% | New | 2,182 | $111K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +98.6% | 2,075 | $106K |
| Studio Investment Management LLC | 0.02% | No change | 1,972 | $100K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,543 | $79K |
| CoreCap Advisors, LLC | 0.00% | Reduce -68.4% | 1,424 | $72K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -1.2% | 1,370 | $69K |
| Mather Group, Llc. | 0.00% | Reduce -23.7% | 1,324 | $67K |
| Allworth Financial LP | 0.00% | No change | 1,306 | $66K |
| Dagco, Inc. | 0.03% | No change | 1,280 | $65K |
| TCTC Holdings, LLC | 0.00% | No change | 1,196 | $61K |
| Hartford Financial Management Inc. | 0.01% | Add +1.6% | 1,103 | $56K |
| Horizon Investments, LLC | 0.00% | No change | 1,011 | $51K |
| WASHINGTON TRUST Co | 0.00% | No change | 990 | $50K |
| SWAN Capital LLC | 0.02% | Reduce -8.5% | 978 | $50K |
| Gables Capital Management Inc. | 0.02% | No change | 778 | $40K |
| Bank of Montreal | 0.00% | Reduce -99.6% | 740 | $38K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 631 | $32K |
| Bessemer Group Inc. | 0.00% | New | 600 | $31K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -52.6% | 569 | $29K |
| Concord Wealth Partners | 0.00% | New | 451 | $23K |
| ORG Partners LLC | 0.00% | No change | 445 | $23K |
| Heritage Wealth Advisors | 0.00% | Add +1.5% | 348 | $18K |
| Key Financial Inc | 0.00% | New | 338 | $17K |
| Financial Gravity Companies, Inc. | 0.00% | — | 315 | $16K |
| Truvestments Capital LLC | 0.00% | New | 228 | $12K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -10.3% | 200 | $10K |
| Blue Trust, Inc. | 0.00% | Reduce -87.4% | 190 | $10K |
| Aspire Private Capital, LLC | 0.00% | Add +1.6% | 189 | $10K |
| Capital Analysts, LLC | 0.00% | New | 169 | $9K |
| Regions Financial Corp. | 0.00% | No change | 164 | $8K |
| JNBA Financial Advisors | 0.00% | Add +1.7% | 122 | $6K |
| TD Private Client Wealth LLC | 0.00% | New | 93 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 82 | $4K |
| Avion Wealth | 0.00% | Add +2.5% | 83 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | Add +24.6% | 76 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 70 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -68.2% | 55 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 50 | $3K |
| Oakworth Capital, Inc. | 0.00% | New | 40 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 14 | $712 |
| Continuum Advisory, LLC | 0.00% | New | 4 | $203 |
"% of holder's portfolio" is JAAA's weight in each manager's 13F, not the share of Janus Henderson Aaa Clo ETF the manager owns.