Janus Henderson Aaa Clo ETFJAAAETF
13F holders, Q4 2024 (December 31)675holders +121
122new positions
45sold out
5famous investors
$50.71avg. 13F price*
At the end of Q4 2024, 675 institutions reported holding Janus Henderson Aaa Clo ETF (JAAA) in their 13F filings, up 121 from Q3 2024. 122 opened new positions and 45 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($943.7M) and Arch Capital Group LTD. ($401.4M). 5 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Janus Henderson Aaa Clo ETF
- Filed as
- JANUS DETROIT STR TR (Q4 2024)
- CUSIP
- 47103U845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $571.5M |
| Exits | 45 | $125.5M |
All 13F filers, Q3 2024 → Q4 2024: 57,671,622 shares bought and 11,576,246 shares sold, net +46,095,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 675 holders
| Bank of America Corp. | 0.13% | Add +60.8% | 28,055,124 | $1.4B |
| Morgan Stanley | 0.07% | Add +21.3% | 18,610,047 | $943.7M |
| Arch Capital Group LTD. | 93.78% | Add +49.1% | 7,915,345 | $401.4M |
| LPL Financial LLC | 0.14% | Add +35.7% | 6,940,942 | $352.0M |
| Raymond James Financial Inc. | 0.11% | — | 6,016,979 | $305.1M |
| Wells Fargo & Company | 0.07% | Add +17.9% | 5,981,437 | $303.3M |
| Envestnet Asset Management Inc. | 0.09% | Add +13.0% | 5,783,300 | $293.3M |
| NorthCoast Asset Management LLC | 1.23% | Add +23.3% | 4,940,690 | $250.5M |
| UBS Group AG | 0.05% | Add +38.0% | 4,773,463 | $242.1M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Add +8.9% | 4,569,070 | $231.7M |
| Royal Bank of Canada | 0.05% | Add +171.9% | 4,304,661 | $218.3M |
| Sage Mountain Advisors LLC | 15.02% | Add +25.8% | 4,054,689 | $205.6M |
| HighTower Advisors, LLC | 0.28% | Add +23.4% | 3,985,681 | $202.1M |
| Keybank National Association | 0.70% | Add +5.3% | 3,573,779 | $181.2M |
| Charles Schwab Investment Management Inc. | 0.03% | New | 3,465,261 | $175.7M |
| Midland Wealth Advisors, LLC | 9.34% | Add +5.7% | 3,059,280 | $155.1M |
| Cetera Investment Advisers | 0.32% | Add +4.5% | 3,031,501 | $153.7M |
| RiverFront Investment Group, LLC | 2.75% | Add +1.5% | 2,385,775 | $121.0M |
| Invesco Ltd. | 0.02% | Reduce -19.0% | 2,301,886 | $116.7M |
| TruWealth Advisors, LLC | 6.84% | Reduce -10.3% | 2,237,340 | $113.5M |
| Truist Financial Corp. | 0.18% | Add +9.0% | 2,214,046 | $112.3M |
| 1900 Wealth Management LLC | 8.69% | Add +10.6% | 2,043,473 | $103.6M |
| Advance Capital Management, Inc. | 4.58% | Add +3.3% | 1,971,569 | $100.0M |
| Osaic Holdings, Inc. | 0.22% | Add +25.1% | 1,965,050 | $99.6M |
| Mariner, LLC | 0.16% | Add +6.2% | 1,858,408 | $94.2M |
| Inspirion Wealth Advisors, LLC | 13.06% | Reduce -7.2% | 1,841,364 | $93.5M |
| Renaissance Technologies | 0.14% | Add +9.7% | 1,804,000 | $91.5M |
| FMR LLC | 0.01% | Reduce -1.6% | 1,750,855 | $88.8M |
| Brookstone Capital Management | 1.26% | Add +63.0% | 1,702,691 | $86.3M |
| AE Wealth Management LLC | 0.70% | Add +13.5% | 1,618,441 | $82.1M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +32.4% | 1,480,370 | $75.1M |
| Kensington Asset Management, LLC | 4.37% | No change | 1,469,882 | $74.5M |
| Hilton Capital Management, LLC | 6.43% | Reduce -8.7% | 1,465,971 | $74.3M |
| Modern Wealth Management, LLC | 2.41% | Add +267.6% | 1,270,895 | $64.4M |
| Kestra Advisory Services, LLC | 0.35% | Add +27.1% | 1,264,166 | $64.1M |
| Janney Montgomery Scott LLC | 0.18% | Add +16.5% | 1,260,806 | $63.9M |
| RFG Advisory, LLC | 1.65% | Add +8.4% | 1,150,651 | $58.3M |
| Townsquare Capital LLC | 0.65% | Add +212.5% | 1,138,748 | $57.7M |
| Gradient Investments LLC | 1.12% | Add +20.6% | 1,085,911 | $55.1M |
| CX Institutional | 2.18% | Add +44.7% | 1,083,702 | $55.0M |
| Simon Quick Advisors, LLC | 3.29% | Add +94.2% | 1,083,531 | $54.9M |
| Evergreen Capital Management LLC | 1.64% | Add +170.1% | 994,198 | $50.4M |
| Fragasso Financial Advisors Inc | 3.79% | Add +2.8% | 979,925 | $49.7M |
| Obermeyer Wealth Partners | 2.49% | Add +80.2% | 943,003 | $47.8M |
| Atwood & Palmer Inc. | 3.07% | Add +6.5% | 884,506 | $44.9M |
| Ameritas Advisory Services, LLC | 1.54% | Add +60.8% | 881,852 | $44.7M |
| Syntegra Private Wealth Group, LLC | 4.57% | Add +7.2% | 798,060 | $40.5M |
| Meitav Investment House Ltd. | 0.68% | Reduce -50.0% | 790,000 | $40.0M |
| Private Advisor Group, LLC | 0.22% | Add +13.2% | 776,452 | $39.4M |
| St Germain D J Co. Inc. | 1.73% | Add +2.9% | 751,209 | $38.1M |
| Kestra Investment Management, LLC | 1.38% | Add +62.6% | 689,958 | $35.0M |
| Bogart Wealth, LLC | 1.63% | Reduce -33.8% | 677,461 | $34.4M |
| Great Valley Advisor Group, Inc. | 0.74% | Add +29.6% | 650,188 | $33.0M |
| Flaharty Asset Management, LLC | 4.62% | Add +0.1% | 623,979 | $31.6M |
| Nottingham Advisors, Inc. | 3.98% | Reduce -3.7% | 618,290 | $31.4M |
| Norden Group LLC | 3.46% | Add +595.6% | 603,657 | $30.6M |
| Baird Financial Group, Inc. | 0.06% | Add +14.8% | 600,587 | $30.5M |
| Sona Asset Management (us) LLC | 6.92% | New | 600,000 | $30.4M |
| Border to Coast Pensions Partnership Ltd | 0.60% | Reduce -42.9% | 600,000 | $30.4M |
| Talon Private Wealth, LLC | 6.28% | New | 592,171 | $30.0M |
| 49 Wealth Management, LLC | 4.28% | Add +25.2% | 592,128 | $30.0M |
| Knott David M Jr | 10.83% | Add +596.0% | 590,397 | $29.9M |
| Sanctuary Advisors, LLC | 0.19% | Add +36.8% | 574,819 | $29.3M |
| Cornerstone Advisory, LLC | 3.23% | Add +159.0% | 558,528 | $28.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +29.4% | 559,848 | $28.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +38.0% | 555,965 | $28.2M |
| Haverford Trust Co | 0.27% | Add +36.8% | 539,954 | $27.4M |
| Cornerstone Advisors Asset Management, LLC | 5.90% | Add +0.4% | 538,725 | $27.3M |
| Bridgewealth Advisory Group, LLC | 7.70% | Add +114.0% | 535,040 | $27.2M |
| Sowell Financial Services LLC | 1.39% | Add +2232.2% | 520,396 | $26.4M |
| SPC Financial, Inc. | 2.25% | Add +2.3% | 508,700 | $25.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -39.6% | 500,937 | $25.4M |
| NBZ Investment Advisors LLC | 14.15% | — | 498,339 | $25.3M |
| Members Capital Advisors Inc. | 22.72% | No change | 498,236 | $25.3M |
| Drake & Associates, LLC | 6.88% | Add +15.2% | 474,829 | $24.2M |
| Albion Financial Group | 1.61% | Add +18.3% | 464,534 | $23.6M |
| Traphagen Investment Advisors LLC | 2.36% | Add +17.7% | 456,632 | $23.2M |
| Highline Wealth Partners LLC | 7.40% | Add +30.1% | 446,293 | $22.6M |
| Clearstead Advisors, LLC | 0.33% | Add +24.8% | 432,309 | $21.9M |
| Schechter Investment Advisors, LLC | 1.65% | Add +2832.6% | 424,868 | $21.5M |
| TT Capital Management LLC | 16.89% | — | 416,834 | $21.2M |
| Members Advisory Group LLC | 8.67% | New | 416,667 | $21.1M |
| Independent Advisor Alliance | 0.28% | New | 415,321 | $21.1M |
| Stifel Financial Corp. | 0.02% | Add +113.5% | 410,665 | $20.8M |
| Proficio Capital Partners LLC | 1.66% | Add +34.5% | 402,917 | $20.4M |
| Delphi Financial Group, Inc. | 10.87% | No change | 397,990 | $20.2M |
| Mason & Associates Inc | 4.73% | Add +34.8% | 396,564 | $20.1M |
| BlackRock, Inc. | 0.00% | Reduce -66.0% | 384,869 | $19.5M |
| Astor Investment Management LLC | 9.94% | Reduce -0.5% | 382,553 | $19.4M |
| MML Investors Services, LLC | 0.07% | Add +97.9% | 381,033 | $19.3M |
| Bensler, LLC | 2.29% | Add +12.0% | 380,016 | $19.3M |
| Seneca House Advisors | 7.52% | Add +47.1% | 372,905 | $18.9M |
| Advisor OS, LLC | 2.17% | Reduce -7.8% | 369,964 | $18.8M |
| Kestra Private Wealth Services, LLC | 0.31% | Add +38.0% | 361,225 | $18.3M |
| Atlas Private Wealth Advisors | 2.59% | Add +3.5% | 360,105 | $18.3M |
| Virtue Capital Management, LLC | 3.67% | New | 359,733 | $18.2M |
| GG Group Ventures, LLC | 23.81% | Add +18.5% | 356,032 | $18.1M |
| MJP Associates Inc. | 3.24% | Add +15.5% | 355,779 | $18.0M |
| Blue Trust, Inc. | 0.23% | Add +186204.2% | 353,978 | $18.0M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +163.5% | 353,926 | $17.9M |
| Divergent Planning, LLC | 6.00% | Add +9.2% | 345,374 | $17.5M |
| Prasad Wealth Partners, LLC | 5.65% | — | 344,220 | $17.5M |
| Sovereign Investment Advisors, LLC | 5.13% | Reduce -21.1% | 339,689 | $17.2M |
| New England Private Wealth Advisors LLC | 2.72% | Add +330.6% | 338,830 | $17.2M |
| Corient Private Wealth LP | 0.03% | Reduce -5.5% | 338,147 | $17.1M |
| Lauer Wealth, LLC | 11.43% | New | 337,190 | $17.1M |
| Tower Wealth Partners, Inc. | 8.63% | Add +21.9% | 325,355 | $16.5M |
| Great Point Wealth Advisors, LLC | 3.58% | Add +2.1% | 322,882 | $16.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.4% | 321,536 | $16.3M |
| Kathmere Capital Management, LLC | 1.45% | Add +21.6% | 317,953 | $16.1M |
| Allen Capital Group, LLC | 1.93% | Add +10.9% | 310,529 | $15.7M |
| &partners | 0.19% | Add +241.9% | 309,948 | $15.7M |
| Mgo One Seven LLC | 0.60% | Add +51.1% | 309,771 | $15.7M |
| Paragon Advisors, LLC | 5.38% | Add +32.5% | 309,186 | $15.7M |
| Buffington Mohr McNeal | 2.59% | Add +33.0% | 308,485 | $15.6M |
| Northcape Wealth Management, LLC | 4.99% | Add +49.7% | 304,455 | $15.4M |
| Pine Valley Investments Ltd Liability Co | 1.01% | Add +5.0% | 303,738 | $15.4M |
| Three Cord True Wealth Management, LLC | 13.22% | — | 301,336 | $15.3M |
| Allianz Investment Management U.S. LLC | 1.07% | New | 300,000 | $15.2M |
| Insight Wealth Strategies, LLC | 2.04% | Add +3.9% | 299,831 | $15.2M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.48% | No change | 295,800 | $15.0M |
| Symphony Financial Services, Inc. | 11.88% | Add +39.5% | 291,599 | $14.8M |
| Apollon Wealth Management, LLC | 0.34% | Reduce -10.0% | 290,636 | $14.7M |
| Silver Oak Securities, Incorporated | 1.36% | Add +33.1% | 287,906 | $14.6M |
| Atria Investments, Inc | 0.18% | Add +7.7% | 285,738 | $14.5M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +12.5% | 281,481 | $14.3M |
| Geneos Wealth Management Inc. | 0.47% | Add +12.0% | 265,219 | $13.4M |
| Pacific Wealth Management | 6.92% | Reduce -8.5% | 257,797 | $13.1M |
| Twin Focus Capital Partners, LLC | 1.89% | New | 252,004 | $12.8M |
| Waldron Private Wealth LLC | 0.51% | New | 248,467 | $12.6M |
| Hennion & Walsh Asset Management, Inc. | 0.56% | Add +28.1% | 245,228 | $12.4M |
| PFS Partners, LLC | 6.73% | New | 243,544 | $12.4M |
| Whipplewood Advisors, LLC | 6.73% | — | 233,402 | $11.8M |
| Destiny Wealth Partners, LLC | 1.93% | Add +11.7% | 232,688 | $11.8M |
| Mraz, Amerine & Associates, Inc. | 2.08% | Add +33.1% | 230,346 | $11.7M |
| Wealthcare Advisory Partners LLC | 0.32% | Add +29.3% | 229,018 | $11.6M |
| Ssi Investment Management LLC | 4.10% | Add +6.8% | 226,293 | $11.5M |
| Weaver Consulting Group | 3.52% | Add +9.8% | 225,822 | $11.5M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +6.9% | 225,582 | $11.4M |
| Santori & Peters, Inc. | 4.36% | Add +2.1% | 224,360 | $11.4M |
| Smith, Moore & Co. | 1.04% | Add +1028.1% | 223,824 | $11.4M |
| Alpha Omega Group, Inc. | 13.26% | Add +8.8% | 222,027 | $11.3M |
| Compass Financial Group, Inc. | 5.37% | Reduce -3.3% | 221,435 | $11.2M |
| Ancora Advisors LLC | 0.24% | Add +67.5% | 215,791 | $10.9M |
| Hidden Cove Wealth Management, LLC | 8.86% | — | 215,374 | $10.9M |
| Equitable Holdings, Inc. | 0.10% | Add +46.8% | 214,305 | $10.9M |
| Magnus Financial Group LLC | 1.05% | Add +4.0% | 213,020 | $10.8M |
| Diversified Portfolios, Inc. | 1.17% | Add +49.5% | 211,457 | $10.7M |
| RiverTree Advisors, LLC | 6.94% | Reduce -0.4% | 208,452 | $10.6M |
| Headinvest, LLC | 1.99% | Add +6.8% | 208,352 | $10.6M |
| Gibraltar Capital Management, Inc. | 4.62% | Add +4.7% | 206,480 | $10.5M |
| Heck Capital Advisors, LLC | 1.19% | Reduce -12.8% | 205,244 | $10.4M |
| Endurance Services Ltd | 1.74% | No change | 204,500 | $10.4M |
| Sanchez Wealth Management Group | 2.82% | Add +76.0% | 203,883 | $10.3M |
| Elevatus Welath Management | 3.52% | Add +9.6% | 202,971 | $10.3M |
| Bienville Capital Management, LLC | 2.40% | New | 193,301 | $9.8M |
| Scarborough Advisors, LLC | 1.38% | New | 192,067 | $9.7M |
| Centaurus Financial, Inc. | 0.59% | Add +10.6% | 191,840 | $9.7M |
| Financial Enhancement Group LLC | 1.48% | Reduce -56.0% | 191,020 | $9.7M |
| Ifrah Financial Services, Inc. | 2.65% | Add +1.4% | 188,998 | $9.6M |
| Blue Investment Partners LLC | 3.46% | Add +8.5% | 186,175 | $9.4M |
| L2 Asset Management, LLC | 2.04% | New | 184,568 | $9.4M |
| U.S. Capital Wealth Advisors, LLC | 0.29% | Add +2264.2% | 184,410 | $9.4M |
| Connable Office Inc. | 0.97% | New | 183,990 | $9.3M |
| One Charles Private Wealth Services, LLC | 3.11% | Add +50.6% | 182,124 | $9.2M |
| NewEdge Advisors, LLC | 0.05% | Add +86.9% | 179,357 | $9.1M |
| Quad-Cities Investment Group, LLC | 4.45% | Add +39.6% | 178,707 | $9.1M |
| Merit Financial Group, LLC | 0.16% | Add +19.3% | 178,251 | $9.0M |
| Leuthold Group, LLC | 1.07% | New | 176,107 | $8.9M |
| IFG Advisory, LLC | 0.50% | Add +56.2% | 173,519 | $8.8M |
| Empowered Funds, LLC | 0.13% | New | 172,702 | $8.8M |
| Firethorn Wealth Partners, LLC | 4.32% | Add +89.4% | 171,509 | $8.7M |
| McCarthy & Cox | 3.02% | New | 171,359 | $8.7M |
| Mutual Advisors, LLC | 0.25% | Reduce -13.7% | 170,481 | $8.7M |
| waypoint wealth counsel | 5.64% | Add +14.1% | 170,522 | $8.6M |
| J.W. Cole Advisors, Inc. | 0.35% | Add +60.9% | 170,470 | $8.6M |
| Greenwich Wealth Management LLC | 0.60% | Add +36.5% | 168,120 | $8.5M |
| Sage Rhino Capital LLC | 1.85% | Add +5.2% | 166,947 | $8.5M |
| GPS Wealth Strategies Group, LLC | 1.08% | Add +4.9% | 165,881 | $8.4M |
| Blue Edge Capital, LLC | 1.32% | Reduce -2.3% | 165,204 | $8.4M |
| Ameritas Investment Partners, Inc. | 0.27% | Add +10.5% | 164,936 | $8.4M |
| Beacon Harbor Wealth Advisors, Inc. | 1.92% | Add +7.1% | 163,050 | $8.3M |
| Denver Wealth Management, Inc. | 3.67% | Add +258.2% | 160,863 | $8.2M |
| Ocean Park Asset Management, LLC | 0.28% | New | 160,606 | $8.1M |
| Semmax Financial Advisors Inc. | 2.15% | Add +40.0% | 158,283 | $8.1M |
| Hall Capital Management Co. Inc. | 3.76% | — | 158,774 | $8.1M |
| Independent Financial Group, LLC | 0.27% | Add +6.3% | 158,657 | $8.0M |
| Redhawk Wealth Advisors, Inc. | 1.08% | Add +140.8% | 157,556 | $8.0M |
| Denver PWM, LLC | 3.06% | New | 156,128 | $7.9M |
| Lincoln Capital Corp. | 3.26% | Add +3.1% | 156,112 | $7.9M |
| WT Wealth Management | 2.48% | Reduce -0.5% | 155,945 | $7.9M |
| Vista Investment Management | 2.98% | Add +12.1% | 154,649 | $7.8M |
| Unique Wealth, LLC | 1.63% | Reduce -13.6% | 154,644 | $7.8M |
| Maltin Wealth Management, Inc. | 3.83% | Reduce -1.6% | 153,838 | $7.8M |
| Per Stirling Capital Management, LLC. | 1.11% | Add +71.8% | 153,674 | $7.8M |
| Strategic Blueprint, LLC | 0.46% | Add +3.8% | 152,858 | $7.8M |
| Secure Asset Management, LLC | 1.17% | Add +122.2% | 152,538 | $7.7M |
| Magnolia Private Wealth, LLC | 6.88% | — | 152,442 | $7.7M |
| Madison Asset Management, LLC | 0.09% | New | 151,773 | $7.7M |
| Madison Investment Advisors, LLC | 0.09% | — | 151,773 | $7.7M |
| Tortoise Investment Management, LLC | 0.80% | Add +98.4% | 149,928 | $7.6M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -5.0% | 149,519 | $7.6M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -5.0% | 149,519 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.2% | 149,228 | $7.6M |
| CreativeOne Wealth, LLC | 0.23% | Reduce -3.2% | 147,065 | $7.5M |
| Savant Capital, LLC | 0.06% | New | 146,951 | $7.5M |
| RB Capital Management, LLC | 1.81% | Add +14.2% | 146,389 | $7.4M |
| Asset Allocation & Management Company, LLC | 4.04% | Add +112.0% | 145,736 | $7.4M |
| Signature Wealth Management Partners, LLC | 5.07% | Add +43.0% | 145,700 | $7.4M |
| Legacy Capital Wealth Management, LLC | 7.33% | — | 145,500 | $7.4M |
| MBL Wealth, LLC | 0.73% | Add +4.8% | 143,262 | $7.3M |
| Kingsview Wealth Management, LLC | 0.14% | Add +9.4% | 140,976 | $7.1M |
| Rehmann Capital Advisory Group | 0.45% | Reduce -1.4% | 140,693 | $7.1M |
| Benjamin Edwards Inc. | 0.10% | Add +27.2% | 138,791 | $7.0M |
| Spectrum Wealth Advisory Group, LLC | 3.30% | Add +3.4% | 137,900 | $7.0M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +24.8% | 135,447 | $6.9M |
| Webster Bank, N. A. | 0.73% | New | 134,516 | $6.8M |
| World Investment Advisors | 0.19% | Add +58.5% | 133,309 | $6.8M |
| Cynosure Group, LLC | 1.01% | Add +1.3% | 132,760 | $6.7M |
| Guardian Financial Partners, LLC | 3.95% | Add +1.9% | 131,178 | $6.7M |
| Medallion Wealth Advisors, LLC | 3.29% | — | 129,096 | $6.6M |
| Yarger Wealth Strategies, LLC | 3.79% | Reduce -62.6% | 129,630 | $6.6M |
| GeoWealth Management, LLC | 0.21% | Add +103.3% | 128,886 | $6.5M |
| Breakwater Capital Group | 1.29% | Add +52.5% | 128,138 | $6.5M |
| Regent Peak Wealth Advisors LLC | 1.45% | Add +12.3% | 127,657 | $6.5M |
| Atlas Wealth LLC | 3.39% | Add +989.4% | 127,133 | $6.4M |
| Eldridge Investment Advisors, Inc. | 1.47% | Add +19.0% | 124,615 | $6.3M |
| Cibc World Market Inc. | 0.01% | Add +225.3% | 124,593 | $6.3M |
| Generation Capital Management LLC | 5.37% | — | 123,556 | $6.3M |
| Diversify Advisory Services, LLC | 0.34% | Reduce -33.1% | 122,205 | $6.2M |
| Dogwood Wealth Management LLC | 3.25% | Add +33.6% | 121,143 | $6.1M |
| Global Retirement Partners, LLC | 0.17% | Reduce -46.3% | 120,074 | $6.1M |
| Beverly Hills Private Wealth, LLC | 1.23% | Reduce -7.4% | 119,094 | $6.0M |
| Sovran Advisors, LLC | 0.86% | — | 118,794 | $6.0M |
| Cornerstone Wealth Group, LLC | 0.49% | Add +6.0% | 117,002 | $5.9M |
| IHT Wealth Management, LLC | 0.19% | Add +128.6% | 116,925 | $5.9M |
| Grant/GrossMendelsohn, LLC | 3.04% | Reduce -17.3% | 114,544 | $5.8M |
| Paragon Capital Management Inc. | 4.54% | Add +0.7% | 114,508 | $5.8M |
| Stephens Inc. | 0.08% | Add +28.3% | 114,213 | $5.8M |
| Integrated Wealth Concepts LLC | 0.07% | Add +19.2% | 111,719 | $5.7M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -0.8% | 110,023 | $5.6M |
| Comerica Bank | 0.02% | Add +26.3% | 109,030 | $5.5M |
| First Hawaiian Bank | 0.18% | Add +15.3% | 108,646 | $5.5M |
| CPC Advisors, LLC | 0.74% | Add +2.6% | 107,866 | $5.5M |
| Crumly & Associates Inc. | 1.47% | Reduce -4.1% | 106,646 | $5.4M |
| IVC Wealth Advisors LLC | 2.99% | Add +20.6% | 105,525 | $5.4M |
| Toews Corp. | 3.16% | Reduce -4.4% | 105,024 | $5.3M |
| Burford Brothers, Inc. | 2.60% | New | 104,301 | $5.3M |
| Clear Creek Financial Management, LLC | 0.57% | Add +19.7% | 104,275 | $5.3M |
| Auour Investments LLC | 1.84% | Add +0.3% | 102,850 | $5.2M |
| Petix & Botte Co | 1.37% | New | 103,062 | $5.2M |
| Central Pacific Bank - Trust Division | 0.71% | No change | 102,255 | $5.2M |
| Childress Capital Advisors, LLC | 1.45% | Add +32.2% | 102,191 | $5.2M |
| Stewardship Advisors, LLC | 1.44% | Add +2.7% | 102,187 | $5.2M |
| Argent Trust Co | 0.21% | Add +105.9% | 101,867 | $5.2M |
| Andina Capital Management, LLC | 4.13% | Reduce -37.2% | 100,032 | $5.1M |
| Cox Capital Mgt LLC | 3.23% | Add +3.1% | 99,153 | $5.0M |
| AlphaMark Advisors, LLC | 2.15% | Reduce -2.3% | 98,117 | $5.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.10% | — | 97,108 | $4.9M |
| Comprehensive Financial Planning, Inc. | 4.06% | — | 94,732 | $4.8M |
| Legacy Capital Group California, Inc. | 1.45% | Add +2.2% | 93,775 | $4.8M |
| USAdvisors Wealth Management, LLC | 1.52% | Add +8.0% | 92,500 | $4.7M |
| AQR Capital Management | 0.01% | New | 91,231 | $4.6M |
| Hohimer Wealth Management, LLC | 0.87% | Add +292.9% | 90,370 | $4.6M |
| Inspire Advisors, LLC | 0.56% | Add +18.1% | 89,799 | $4.6M |
| Ridgeline Wealth, LLC | 3.71% | — | 89,695 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.7% | 88,732 | $4.5M |
| Millennium Management | 0.00% | Reduce -27.5% | 87,151 | $4.4M |
| Stonebridge Financial Group, LLC | 0.48% | — | 86,534 | $4.4M |
| Blackhawk Capital Partners, LLC | 2.25% | Add +60.3% | 85,830 | $4.4M |
| Lane & Associates LLC | 2.24% | Add +68.8% | 84,977 | $4.3M |
| Waverly Advisors, LLC | 0.07% | Add +16.2% | 84,772 | $4.3M |
| EdgeRock Capital LLC | 2.74% | Add +437.7% | 82,489 | $4.2M |
| BlueChip Wealth Advisors LLC | 2.31% | Add +9.6% | 82,240 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Add +300.5% | 81,514 | $4.1M |
| Precision Wealth Strategies, LLC | 3.19% | Add +31.4% | 81,407 | $4.1M |
| Wealthedge Investment Advisors, LLC | 1.85% | — | 81,063 | $4.1M |
| Farther Finance Advisors, LLC | 0.15% | Add +65.8% | 80,173 | $4.1M |
| Vantage Financial Partners, LLC | 1.01% | New | 79,841 | $4.0M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -67.0% | 78,054 | $4.0M |
| Commerce Bank | 0.02% | New | 78,016 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +10.8% | 76,571 | $3.9M |
| Three Magnolias Financial Advisors, LLC | 4.06% | — | 76,075 | $3.9M |
| Whalen Wealth Management Inc. | 2.61% | Add +62.9% | 74,319 | $3.8M |
| Money Concepts Capital Corp. | 0.28% | Add +7.5% | 73,889 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +108.2% | 72,664 | $3.7M |
| Harbor Investment Advisory, LLC | 0.34% | Add +22.1% | 72,016 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +121.3% | 71,450 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Add +110.8% | 70,368 | $3.6M |
| Trek Financial, LLC | 0.27% | Add +36.8% | 70,192 | $3.6M |
| J.Safra Asset Management Corp | 0.29% | New | 69,555 | $3.5M |
| Gotham Asset Management | 0.03% | No change | 69,121 | $3.5M |
| Brown Financial Advisors | 1.40% | Add +14.3% | 68,603 | $3.5M |
| Kelly Financial Services LLC | 1.22% | Add +32.0% | 66,542 | $3.4M |
| Helium Advisors LLC | 2.65% | — | 65,968 | $3.3M |
| OneAscent Wealth Management LLC | 1.37% | Add +494.9% | 65,579 | $3.3M |
| Q3 Asset Management | 2.05% | New | 64,879 | $3.3M |
| Curtis Advisory Group, LLC | 0.87% | Add +59.2% | 64,598 | $3.3M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -14.6% | 64,190 | $3.3M |
| Future Financial Wealth Managment LLC | 2.34% | Add +8.3% | 63,080 | $3.2M |
| Whitford Management LLC | 0.94% | New | 62,878 | $3.2M |
| Orion Capital Management LLC | 1.40% | New | 62,786 | $3.2M |
| Camelot Portfolios, LLC | 3.43% | Add +46.1% | 62,697 | $3.2M |
| Legacy Capital Wealth Partners, LLC | 0.77% | Reduce -48.6% | 61,633 | $3.1M |
| Creative Planning | 0.00% | Add +57.9% | 60,840 | $3.1M |
| Fermata Advisors, LLC | 0.57% | New | 60,556 | $3.1M |
| RDA Financial Network | 0.89% | Add +10.7% | 60,461 | $3.1M |
| Elm3 Financial Group, LLC | 2.60% | — | 60,158 | $3.1M |
| Country Club Bank | 0.20% | New | 60,085 | $3.0M |
| Castle Rock Wealth Management, LLC | 0.72% | Add +27.0% | 59,567 | $3.0M |
| Mattson Financial Services, LLC | 0.95% | Add +37.6% | 58,950 | $3.0M |
| M Wealth Management, LLC | 2.73% | — | 58,945 | $3.0M |
| Wealth Alliance, LLC | 0.35% | Add +57.8% | 58,517 | $3.0M |
| Integrated Advisors Network LLC | 0.14% | Add +49.6% | 58,117 | $2.9M |
| Kintra Wealth, LLC | 2.04% | Add +141.3% | 57,683 | $2.9M |
| WESPAC Advisors SoCal, LLC | 0.66% | Reduce -13.4% | 57,504 | $2.9M |
| StoneCrest Wealth Management, Inc. | 1.90% | Add +419.7% | 57,422 | $2.9M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -43.8% | 56,674 | $2.9M |
| NovaPoint Capital, LLC | 0.87% | Reduce -8.4% | 56,392 | $2.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.82% | Reduce -1.9% | 56,047 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +21.1% | 55,658 | $2.8M |
| Integrity Wealth Advisors, Inc. | 2.07% | — | 55,552 | $2.8M |
| Innova Wealth Partners | 1.77% | New | 55,494 | $2.8M |
| Sigma Planning Corp | 0.09% | Add +42.3% | 55,481 | $2.8M |
| Pinnacle Financial Partners Inc | 0.06% | Add +8.6% | 53,945 | $2.7M |
| CLG LLC | 0.98% | — | 54,038 | $2.7M |
| Focus Financial Network, Inc. | 0.11% | Add +44.3% | 53,171 | $2.7M |
| Marshall Financial Group, LLC | 0.64% | Reduce -84.0% | 52,199 | $2.6M |
| Trajan Wealth LLC | 0.14% | Reduce -3.7% | 51,388 | $2.6M |
| M.E. Allison & Co., Inc. | 2.87% | — | 51,356 | $2.6M |
| Citizens National Bank Trust Department | 0.55% | Add +19.1% | 51,352 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +103.9% | 51,259 | $2.6M |
| Apollon Financial, LLC | 0.65% | Add +329.5% | 51,250 | $2.6M |
| Campbell Capital Management Inc. | 1.02% | New | 51,200 | $2.6M |
| Macroview Investment Management LLC | 2.61% | Add +55.4% | 50,668 | $2.6M |
| Faithward Advisors, LLC | 0.43% | Reduce -44.4% | 50,149 | $2.5M |
| Almanack Investment Partners, LLC. | 0.39% | Add +16.7% | 49,821 | $2.5M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -18.1% | 49,805 | $2.5M |
| Watts Gwilliam & Co., LLC | 0.53% | Add +27.4% | 49,500 | $2.5M |
| Cape Investment Advisory, Inc. | 0.98% | Add +9.6% | 49,469 | $2.5M |
| Bison Wealth, LLC | 0.55% | Add +14.5% | 49,316 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +27.8% | 48,948 | $2.5M |
| Courier Capital LLC | 0.17% | New | 48,666 | $2.5M |
| Insigneo Advisory Services, LLC | 0.25% | Add +9.3% | 48,556 | $2.5M |
| Ascentis Independent Advisors | 0.47% | New | 48,441 | $2.5M |
| Legacy Investment Solutions, LLC | 1.59% | Reduce -4.7% | 47,524 | $2.4M |
| Legacy Wealth Managment, LLC | 1.59% | Reduce -4.7% | 47,524 | $2.4M |
| Channel Wealth LLC | 0.78% | Add +141.2% | 47,033 | $2.4M |
| Hartline Investment Corp./ | 0.27% | New | 46,642 | $2.4M |
| Belpointe Asset Management LLC | 0.14% | Reduce -0.4% | 46,285 | $2.4M |
| Total Clarity Wealth Management, Inc. | 0.73% | New | 44,369 | $2.2M |
| Founders Financial Securities LLC | 0.20% | Add +45.3% | 43,857 | $2.2M |
| Nilsine Partners, LLC | 0.24% | Add +30.2% | 43,790 | $2.2M |
| HCR Wealth Advisors | 0.28% | Add +36.5% | 43,762 | $2.2M |
| Family Office Research LLC | 0.96% | — | 43,289 | $2.2M |
| Chris Bulman Inc | 1.39% | Add +9.3% | 42,908 | $2.2M |
| Bolthouse Investments, LLC | 1.97% | — | 41,997 | $2.1M |
| Mendel Money Management | 0.93% | Reduce -1.5% | 41,131 | $2.1M |
| Exchange Traded Concepts, LLC | 0.04% | New | 40,986 | $2.1M |
| Ipsen Advisor Group LLC | 1.77% | — | 40,843 | $2.1M |
| Obsidian Cio, LLC | 0.37% | Add +23.2% | 40,184 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +36.0% | 39,925 | $2.0M |
| Pasadena Private Wealth, LLC | 0.41% | Add +133.3% | 39,731 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.08% | New | 39,509 | $2.0M |
| tru Independence LLC | 0.63% | Reduce -3.2% | 39,471 | $2.0M |
| Arkadios Wealth Advisors | 0.11% | Add +1.9% | 39,255 | $2.0M |
| WR Wealth Planners, LLC | 0.64% | Add +9.0% | 39,167 | $2.0M |
| Oak Family Advisors, LLC | 0.78% | Add +243.2% | 39,058 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +331.2% | 39,055 | $2.0M |
| Paladin Wealth, LLC | 1.70% | Add +33.4% | 38,891 | $2.0M |
| North Ground Capital | 2.12% | — | 38,750 | $2.0M |
| Gibbs Wealth Management | 0.52% | Add +67.7% | 38,064 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +18.8% | 37,966 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +42.6% | 37,870 | $1.9M |
| StrongBox Wealth, LLC | 0.81% | Add +59.3% | 37,790 | $1.9M |
| Asset Allocation Strategies LLC | 0.45% | Add +19.8% | 36,881 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Add +16.3% | 37,004 | $1.9M |
| Beck Capital Management, LLC | 0.49% | Reduce -4.7% | 36,476 | $1.8M |
| Cooper Financial Group | 0.22% | Add +31.4% | 35,805 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.05% | New | 35,500 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +12.9% | 35,280 | $1.8M |
| Westover Capital Advisors, LLC | 0.39% | New | 35,269 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Reduce -1.7% | 35,209 | $1.8M |
| Beacon Financial Advisory LLC | 0.58% | Add +123.0% | 34,976 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -24.8% | 34,834 | $1.8M |
| Clearview Wealth Advisors LLC | 1.26% | New | 32,590 | $1.7M |
| PCG Wealth Advisors, LLC | 0.60% | Add +19.8% | 31,795 | $1.6M |
| PFG Advisors | 0.10% | Add +43.1% | 31,321 | $1.6M |
| Aspen Wealth Strategies, LLC | 1.00% | New | 30,891 | $1.6M |
| Koshinski Asset Management, Inc. | 0.13% | Add +29.2% | 30,806 | $1.6M |
| Arete Wealth Advisors, LLC | 0.11% | Add +139.4% | 30,617 | $1.6M |
| Avid Wealth Partners LLC | 1.07% | Reduce -9.8% | 29,797 | $1.5M |
| AXS Investments LLC | 0.42% | Reduce -3.7% | 29,753 | $1.5M |
| KPP Advisory Services LLC | 0.35% | Add +4.5% | 29,653 | $1.5M |
| Vertex Planning Partners, LLC | 0.33% | Reduce -82.7% | 29,626 | $1.5M |
| HM Payson & Co. | 0.03% | New | 29,615 | $1.5M |
| ShoreHaven Wealth Partners, LLC | 0.70% | Reduce -13.0% | 29,134 | $1.5M |
| Uptown Financial Advisors LLC | 1.55% | — | 28,379 | $1.4M |
| Fortis Group Advisors, LLC | 0.27% | New | 28,367 | $1.4M |
| Cozad Asset Management Inc. | 0.13% | Add +57.6% | 27,859 | $1.4M |
| Arrowroot Family Office, LLC | 0.73% | Add +13.4% | 27,815 | $1.4M |
| Sebold Capital Management, Inc. | 0.94% | Add +35.2% | 27,776 | $1.4M |
| Naviter Wealth, LLC | 0.17% | New | 27,500 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -9.1% | 27,255 | $1.4M |
| Core Wealth Partners LLC | 0.79% | Add +19.7% | 27,228 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +310.4% | 26,765 | $1.4M |
| Condor Capital Management | 0.12% | Add +47.7% | 26,706 | $1.4M |
| Ethos Financial Group, LLC | 0.18% | Add +321.6% | 26,377 | $1.4M |
| Triumph Capital Management | 0.46% | Add +63.6% | 26,508 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +50.3% | 25,925 | $1.3M |
| Segment Wealth Management, LLC | 0.09% | Add +32.1% | 25,910 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +286.8% | 25,878 | $1.3M |
| Cary Street Partners Financial LLC | 0.04% | — | 25,791 | $1.3M |
| MAI Capital Management | 0.01% | New | 25,629 | $1.3M |
| Absolute Capital Management, LLC | 0.71% | New | 25,448 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +18.7% | 25,009 | $1.3M |
| Pinebridge Investments, L.P. | 0.01% | New | 24,601 | $1.2M |
| CRA Financial Services, LLC | 0.21% | Add +99.0% | 24,529 | $1.2M |
| Paloma Partners Management Co | 0.11% | New | 24,000 | $1.2M |
| Toth Financial Advisory Corp. | 0.14% | Add +17.4% | 23,980 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -15.1% | 23,651 | $1.2M |
| Fourth Dimension Wealth, LLC | 0.62% | — | 23,375 | $1.2M |
| Parsons Capital Management Inc. | 0.06% | New | 23,290 | $1.2M |
| NWF Advisory Services Inc. | 0.17% | Add +98.8% | 23,256 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +58.3% | 22,734 | $1.2M |
| Opal Wealth Advisors, LLC | 0.35% | Add +1.8% | 22,699 | $1.2M |
| 3EDGE Asset Management, LP | 0.07% | Reduce -1.2% | 22,566 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +3.9% | 22,517 | $1.1M |
| Community Bank, N.A. | 0.15% | Add +7.0% | 22,513 | $1.1M |
| Nwam LLC | 0.07% | Reduce -5.6% | 22,064 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Add +10.3% | 21,926 | $1.1M |
| Darden Wealth Group Inc | 0.75% | Add +14.8% | 21,733 | $1.1M |
| Portside Wealth Group, LLC | 0.18% | Add +78.5% | 21,641 | $1.1M |
| First Foundation Advisors | 0.04% | Add +57.6% | 21,504 | $1.1M |
| ArrowMark Colorado Holdings LLC | 0.01% | Add +138.7% | 21,424 | $1.1M |
| Capital Asset Advisory Services LLC | 0.05% | Add +2.5% | 21,086 | $1.1M |
| Black Swift Group, LLC | 0.22% | New | 20,900 | $1.1M |
| Riggs Capital Management LLC | 1.04% | — | 20,889 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -3.8% | 20,617 | $1.0M |
| Citadel Advisors | 0.00% | Add +109.7% | 20,558 | $1.0M |
| Choreo, LLC | 0.01% | Add +110.0% | 20,483 | $1.0M |
| Transce3nd, LLC | 0.35% | — | 20,288 | $1.0M |
| Rise Advisors, LLC | 0.49% | Add +2.1% | 20,174 | $1.0M |
| W1M Asset Management Ltd | 0.09% | New | 20,060 | $1.0M |
| Jefferies Financial Group Inc. | 0.01% | Add +8.0% | 19,984 | $1.0M |
| Kane Investment Management, Inc. | 0.57% | — | 19,966 | $1.0M |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -5.7% | 19,838 | $1.0M |
| Kennedy Investment Group, Inc. | 0.46% | Add +113.3% | 19,831 | $1.0M |
| Ehrlich Financial Group | 0.71% | Add +16.4% | 19,791 | $1.0M |
| Csenge Advisory Group | 0.05% | Reduce -9.1% | 19,363 | $982K |
| Betterment LLC | 0.00% | Add +4.7% | 18,956 | $961K |
| Woodard & Co. Asset Management Group Inc. | 0.21% | New | 18,897 | $958K |
| Accurate Wealth Management, LLC | 0.18% | Add +61.2% | 18,808 | $955K |
| 4WEALTH Advisors, Inc. | 0.98% | — | 18,807 | $954K |
| Accel Wealth Management | 0.36% | Add +22.6% | 18,693 | $948K |
| Valmark Advisers, Inc. | 0.01% | New | 18,612 | $944K |
| Garden State Investment Advisory Services LLC | 0.29% | Reduce -23.2% | 18,410 | $934K |
| Scotia Capital Inc. | 0.00% | Add +75.3% | 18,407 | $933K |
| Pullen Investment Management, LLC | 0.61% | Reduce -5.3% | 18,366 | $931K |
| Cora Capital Advisors LLC | 0.45% | Add +0.8% | 18,300 | $928K |
| Legacy Financial Strategies, LLC | 0.20% | Add +60.6% | 18,215 | $924K |
| Boyd Watterson Asset Management LLC | 0.26% | Add +5.9% | 18,000 | $913K |
| Seed Wealth Management, Inc. | 0.73% | Reduce -2.2% | 17,904 | $908K |
| Quadrant Private Wealth Management, LLC | 0.22% | Reduce -45.2% | 17,266 | $876K |
| Curi Capital, LLC | 0.02% | No change | 17,169 | $871K |
| Leelyn Smith, LLC | 0.15% | Reduce -25.8% | 16,929 | $858K |
| AdvisorNet Financial, Inc | 0.07% | Add +277.8% | 16,619 | $843K |
| Element Wealth, LLC | 0.44% | Add +0.7% | 16,417 | $833K |
| New Century Financial Group, LLC | 0.35% | Reduce -1.8% | 16,261 | $825K |
| Meridian Investment Counsel Inc. | 0.25% | New | 16,250 | $824K |
| Wealthcare Capital Management LLC | 0.08% | New | 16,247 | $824K |
| Avaii Wealth Management, LLC | 0.40% | Add +42.6% | 16,132 | $818K |
| MBA Advisors LLC | 0.41% | Add +182.8% | 16,009 | $812K |
| US Bancorp \de | 0.00% | Add +48.0% | 15,801 | $801K |
| Richmond Investment Services, LLC | 0.44% | — | 15,527 | $787K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -99.3% | 15,381 | $780K |
| Summit Financial Strategies, Inc. | 0.09% | Add +96.0% | 15,209 | $771K |
| Focus Partners Wealth | 0.00% | New | 15,161 | $769K |
| Summit Investment Advisors, Inc. | 0.68% | — | 15,050 | $766K |
| BOS Asset Management, LLC | 0.27% | New | 14,790 | $750K |
| Guggenheim Capital LLC | 0.01% | Add +131.2% | 14,752 | $748K |
| PFG Investments, LLC | 0.05% | Add +1.1% | 14,700 | $745K |
| MN Wealth Advisors, LLC | 0.42% | Add +217.6% | 14,614 | $741K |
| Savvy Advisors, Inc. | 0.09% | New | 14,465 | $734K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.5% | 14,464 | $733K |
| Priebe Wealth Holdings LLC | 0.49% | Add +22.1% | 14,364 | $728K |
| Optivise Advisory Services LLC | 0.39% | Add +115.4% | 14,362 | $728K |
| CI Investments Inc. | 0.00% | New | 14,325 | $726K |
| SAM Advisors, LLC | 0.26% | Add +34.7% | 14,226 | $722K |
| Sloy Dahl & Holst, LLC | 0.09% | Add +43.4% | 14,200 | $720K |
| Detalus Advisors, LLC | 0.23% | New | 13,955 | $708K |
| Annex Advisory Services, LLC | 0.02% | New | 13,682 | $694K |
| D.A. Davidson & Co. | 0.01% | Reduce -22.0% | 13,643 | $692K |
| World Equity Group, Inc. | 0.15% | New | 13,368 | $678K |
| Able Wealth Management LLC | 0.44% | Reduce -31.7% | 13,212 | $670K |
| WESPAC Advisors, LLC | 0.49% | Reduce -0.8% | 13,096 | $664K |
| Seelaus Asset Management LLC | 0.61% | Add +2.0% | 13,035 | $661K |
| Janus Henderson Group PLC | 0.00% | Add +4.2% | 12,859 | $652K |
| Napa Wealth Management | 0.28% | Add +47.4% | 12,639 | $641K |
| Natixis Advisors, LLC | 0.00% | New | 12,556 | $637K |
| Wealthspire Retirement, LLC | 0.05% | Add +5.3% | 12,381 | $628K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 11,800 | $598K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +91.4% | 11,681 | $592K |
| PAX Financial Group, LLC | 0.10% | Add +4.5% | 11,549 | $586K |
| Hobbs Group Advisors, LLC | 0.21% | Add +412.6% | 11,185 | $567K |
| Seaview Investment Managers LLC | 0.16% | Add +71.8% | 11,174 | $567K |
| Presidio Capital Management, LLC | 0.30% | Add +46.9% | 11,160 | $566K |
| TFR Capital, LLC. | 0.28% | — | 10,988 | $557K |
| Leo Wealth, LLC | 0.05% | Reduce -18.7% | 10,984 | $557K |
| Euro Pacific Asset Management, LLC | 0.12% | No change | 10,985 | $557K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -85.6% | 10,828 | $549K |
| Hamilton Wealth, LLC | 0.13% | Add +2.0% | 10,820 | $549K |
| Sharkey, Howes & Javer | 0.08% | New | 10,809 | $548K |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +127.0% | 10,773 | $546K |
| Ruggaard & Associates LLC | 0.24% | Add +42.7% | 10,720 | $544K |
| E&G Advisors, LLC | 0.15% | New | 10,600 | $538K |
| Avantra Family Wealth, Inc. | 0.50% | — | 10,564 | $536K |
| Muirfield Wealth Advisors LLC | 0.44% | Reduce -2.4% | 10,459 | $530K |
| Wealth Management Partners, LLC | 0.23% | New | 10,379 | $526K |
| Fourpath Capital Management, LLC | 0.10% | No change | 10,379 | $526K |
| Howard Bailey Securities, LLC | 0.19% | Reduce -1.2% | 10,348 | $525K |
| CGN Advisors LLC | 0.05% | Add +70.2% | 10,280 | $521K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -3.8% | 10,212 | $518K |
| Stratos Investment Management, LLC | 0.03% | Add +1.3% | 10,135 | $514K |
| Pennington Partners & Co., LLC | 0.25% | — | 9,858 | $500K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 9,856 | $500K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.4% | 9,814 | $498K |
| Blackston Financial Advisory Group, LLC | 0.25% | New | 9,800 | $497K |
| Good Life Advisors, LLC | 0.04% | Add +76.5% | 9,770 | $495K |
| Sequent Planning LLC | 0.18% | Add +0.0% | 9,693 | $492K |
| Emerald Advisors, LLC | 0.07% | New | 9,619 | $488K |
| Syon Capital LLC | 0.04% | New | 9,555 | $485K |
| Redwood Investment Management, LLC | 0.05% | Add +88.5% | 9,537 | $484K |
| Wintrust Investments LLC | 0.42% | New | 9,373 | $475K |
| CAP Partners, LLC | 0.33% | Reduce -13.6% | 9,358 | $475K |
| Keystone Financial Group | 0.05% | Add +10.9% | 9,069 | $460K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +38.0% | 9,052 | $459K |
| Lloyd Advisory Services, LLC. | 0.22% | Add +28.8% | 9,048 | $459K |
| Private Trust Co. NA | 0.05% | Add +104.7% | 9,029 | $458K |
| Transform Wealth, LLC | 0.02% | Add +49.4% | 8,833 | $448K |
| Aaron Wealth Advisors LLC | 0.05% | Add +93.3% | 8,814 | $447K |
| Elios Financial Group Inc. | 0.21% | Add +0.7% | 8,744 | $443K |
| Principal Securities, Inc. | 0.01% | Add +55.4% | 8,638 | $438K |
| Prospera Financial Services Inc | 0.01% | Reduce -70.3% | 8,589 | $436K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +13.3% | 8,500 | $431K |
| Strategic Financial Concepts, LLC | 0.08% | New | 8,499 | $431K |
| Running Point Capital Advisors, LLC | 0.14% | Add +81.2% | 8,345 | $423K |
| Cwm, LLC | 0.00% | Reduce -4.1% | 8,257 | $419K |
| Captrust Financial Advisors | 0.00% | Add +9.5% | 8,239 | $418K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 8,221 | $417K |
| Raleigh Capital Management Inc. | 0.16% | Add +3.2% | 8,216 | $417K |
| Oxford Financial Group, LTD. LLC | 0.03% | New | 8,161 | $414K |
| Pine Harbor Wealth Management, LLC | 0.17% | Add +92.7% | 8,097 | $411K |
| Falcon Wealth Planning | 0.05% | Add +2.1% | 8,095 | $410K |
| Pallas Capital Advisors LLC | 0.02% | No change | 8,025 | $407K |
| Columbia Advisory Partners LLC | 0.38% | New | 7,995 | $405K |
| Summit X, LLC | 0.09% | New | 7,930 | $402K |
| Accredited Investor Services, LLC | 0.32% | — | 7,886 | $400K |
| AlphaStar Capital Management, LLC | 0.04% | Add +46.0% | 7,854 | $398K |
| Outlook Wealth Advisors, LLC | 0.11% | Reduce -0.3% | 7,811 | $396K |
| Signal Advisors Wealth, LLC | 0.04% | New | 7,752 | $393K |
| CW Advisors, LLC | 0.01% | Reduce -17.7% | 7,744 | $393K |
| National Bank of Canada | 0.00% | Add +74.9% | 7,708 | $391K |
| First International Bank & Trust | 0.13% | Reduce -2.5% | 7,667 | $389K |
| LifeWealth Investments, LLC | 0.25% | — | 7,330 | $372K |
| A. D. Beadell Investment Counsel, Inc. | 0.29% | New | 7,185 | $364K |
| Parcion Private Wealth LLC | 0.03% | New | 6,895 | $350K |
| Triad Wealth Partners, LLC | 0.12% | New | 6,569 | $333K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -89.5% | 6,547 | $332K |
| Endeavor Private Wealth, Inc. | 0.31% | — | 6,482 | $329K |
| Quadrature Capital Ltd | 0.01% | New | 6,449 | $327K |
| Whittier Trust Co. | 0.00% | No change | 6,447 | $327K |
| Northern Trust Corp. | 0.00% | New | 6,300 | $319K |
| Eagle Global Advisors LLC | 0.01% | New | 6,250 | $317K |
| Regions Financial Corp. | 0.00% | Add +3705.5% | 6,241 | $316K |
| Lindbrook Capital, LLC | 0.03% | Add +50.0% | 6,000 | $304K |
| K.J. Harrison & Partners Inc | 0.05% | No change | 5,900 | $299K |
| Financial Advocates Investment Management | 0.02% | Reduce -36.4% | 5,882 | $298K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 5,866 | $297K |
| One Capital Management, LLC | 0.01% | Add +47.3% | 5,859 | $297K |
| Richard Bernstein Advisors LLC | 0.01% | No change | 5,812 | $295K |
| Wedmont Private Capital | 0.02% | New | 5,784 | $294K |
| Kovack Advisors, Inc. | 0.03% | Add +0.0% | 5,659 | $287K |
| Bailard, Inc. | 0.01% | No change | 5,630 | $285K |
| First Financial Group Corp | 0.31% | — | 5,575 | $283K |
| Planned Solutions, Inc. | 0.11% | Add +24.3% | 5,368 | $272K |
| TCFG Wealth Management, LLC | 0.13% | New | 5,248 | $266K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -14.3% | 5,217 | $265K |
| Verus Capital Partners, LLC | 0.03% | New | 5,188 | $263K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -71.7% | 4,950 | $251K |
| Alliance Wealth Advisors, LLC | 0.06% | New | 4,857 | $246K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +86.7% | 4,849 | $246K |
| Phoenix Financial Ltd. | 0.00% | Reduce -28.9% | 4,787 | $243K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +128.0% | 4,730 | $240K |
| Balboa Wealth Partners | 0.05% | New | 4,581 | $232K |
| International Assets Investment Management, LLC | 0.02% | New | 4,550 | $231K |
| Madison Wealth Partners, Inc | 0.06% | New | 4,550 | $231K |
| Haverford Financial Services, Inc. | 0.07% | New | 4,528 | $230K |
| Sunpointe, LLC | 0.11% | New | 4,454 | $226K |
| Mayfair Advisory Group, LLC | 0.13% | Add +3.5% | 4,450 | $226K |
| Wellspring Financial Advisors, LLC | 0.02% | New | 4,440 | $225K |
| Snowden Capital Advisors LLC | 0.01% | New | 4,287 | $217K |
| Members Wealth LLC | 0.16% | — | 4,262 | $217K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | No change | 4,225 | $215K |
| Titleist Asset Management, LLC | 0.02% | Reduce -20.2% | 4,124 | $209K |
| Key Financial Inc | 0.05% | Add +1107.1% | 4,080 | $207K |
| Bright Futures Wealth Management, LLC. | 0.19% | Reduce -86.4% | 4,047 | $206K |
| Capital Planning LLC | 0.05% | Reduce -39.0% | 4,068 | $206K |
| Wealthcare Capital Partners, LLC | 0.11% | — | 4,025 | $204K |
| LexAurum Advisors, LLC | 0.04% | New | 4,021 | $204K |
| HBW Advisory Services LLC | 0.02% | New | 4,003 | $203K |
| Perennial Investment Advisors, LLC | 0.02% | New | 4,000 | $203K |
| Fiducient Advisors LLC | 0.02% | New | 3,950 | $200K |
| New Wave Wealth Advisors LLC | 0.06% | Reduce -32.0% | 2,886 | $146K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20378.6% | 2,867 | $145K |
| Cove Street Capital, LLC | 0.16% | No change | 2,700 | $137K |
| Ninety One UK Ltd | 0.00% | Reduce -68.3% | 2,691 | $136K |
| CoreCap Advisors, LLC | 0.01% | Add +57.2% | 2,238 | $113K |
| Stephens Consulting, LLC | 0.03% | Reduce -48.3% | 2,000 | $101K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 2,000 | $101K |
| Studio Investment Management LLC | 0.02% | No change | 1,972 | $100K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -17.3% | 1,919 | $98K |
| Global Trust Asset Management, LLC | 0.04% | New | 1,913 | $97K |
| Operose Advisors LLC | 0.03% | Reduce -60.7% | 1,722 | $87K |
| Financial Network Wealth Advisors LLC | 0.16% | Reduce -30.7% | 1,698 | $86K |
| Sugar Maple Asset Management, LLC | 0.06% | Reduce -70.3% | 1,675 | $85K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,543 | $78K |
| Allworth Financial LP | 0.00% | Add +3.1% | 1,347 | $69K |
| Crewe Advisors LLC | 0.01% | New | 1,342 | $68K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,338 | $68K |
| Park Square Financial Group, LLC | 0.05% | — | 1,287 | $65K |
| Quest 10 Wealth Builders, Inc. | 0.06% | — | 1,270 | $64K |
| TCTC Holdings, LLC | 0.00% | No change | 1,196 | $61K |
| Heritage Wealth Advisors | 0.00% | Add +231.3% | 1,153 | $58K |
| Activest Wealth Management | 0.02% | New | 1,089 | $55K |
| Horizon Investments, LLC | 0.00% | No change | 1,011 | $51K |
| WASHINGTON TRUST Co | 0.00% | No change | 990 | $50K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 900 | $46K |
| Mather Group, Llc. | 0.00% | Reduce -32.5% | 893 | $45K |
| Golden State Wealth Management, LLC | 0.01% | — | 804 | $41K |
| Concord Wealth Partners | 0.01% | Add +73.4% | 782 | $40K |
| Gables Capital Management Inc. | 0.02% | No change | 778 | $39K |
| Millstone Evans Group, LLC | 0.03% | — | 735 | $37K |
| Rosenberg Matthew Hamilton | 0.01% | New | 697 | $35K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +7.9% | 681 | $35K |
| Barclays PLC | 0.00% | New | 670 | $34K |
| Tucker Asset Management LLC | 0.01% | New | 647 | $33K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.3% | 599 | $30K |
| PSI Advisors, LLC | 0.01% | New | 529 | $27K |
| Parallel Advisors, LLC | 0.00% | New | 507 | $26K |
| ORG Partners LLC | 0.00% | Add +0.9% | 449 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 382 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 315 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.0% | 306 | $16K |
| Avior Wealth Management, LLC | 0.00% | New | 271 | $14K |
| Ameriflex Group, Inc. | 0.01% | — | 265 | $14K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 200 | $10K |
| SJS Investment Consulting Inc. | 0.00% | No change | 200 | $10K |
| Novem Group | 0.00% | — | 184 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | Add +125.0% | 171 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -88.4% | 159 | $8K |
| Sound Income Strategies, LLC | 0.00% | New | 156 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 125 | $6K |
| JNBA Financial Advisors | 0.00% | Add +1.6% | 124 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | New | 100 | $5K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.4% | 88 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 82 | $4K |
| Avion Wealth | 0.00% | Add +1.2% | 84 | $4K |
| Hartford Financial Management Inc. | 0.00% | Reduce -94.9% | 56 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $3K |
| Painted Porch Advisors LLC | 0.00% | New | 49 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 41 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -70.9% | 16 | $811 |
| Lanark Financial, Inc. | 0.04% | — | 8 | $421 |
| Creative Capital Management Investments LLC | 0.00% | New | 8 | $406 |
"% 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.