Janus Henderson Aaa Clo ETFJAAAETF
13F holders, Q1 2025 (March 31)747holders +72
130new positions
54sold out
5famous investors
$50.65avg. 13F price*
At the end of Q1 2025, 747 institutions reported holding Janus Henderson Aaa Clo ETF (JAAA) in their 13F filings, up 72 from Q4 2024. 130 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($1.7B), Morgan Stanley ($1.1B) and LPL Financial LLC ($519.0M). 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 (Q1 2025)
- CUSIP
- 47103U845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $569.8M |
| Exits | 54 | $150.5M |
All 13F filers, Q4 2024 → Q1 2025: 71,168,613 shares bought and 14,022,198 shares sold, net +57,146,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 747 holders
| Bank of America Corp. | 0.15% | Add +22.4% | 34,351,171 | $1.7B |
| Morgan Stanley | 0.08% | Add +15.3% | 21,460,675 | $1.1B |
| LPL Financial LLC | 0.20% | Add +47.5% | 10,234,101 | $519.0M |
| Allianz Investment Management U.S. LLC | 21.46% | Add +2473.2% | 7,719,500 | $389.0M |
| Wells Fargo & Company | 0.09% | Add +25.3% | 7,491,960 | $379.9M |
| Raymond James Financial Inc. | 0.14% | Add +24.5% | 7,491,562 | $379.9M |
| Envestnet Asset Management Inc. | 0.11% | Add +16.4% | 6,731,884 | $341.4M |
| NorthCoast Asset Management LLC | 1.66% | Add +31.4% | 6,490,636 | $329.1M |
| UBS Group AG | 0.07% | Add +25.1% | 5,970,522 | $302.8M |
| Royal Bank of Canada | 0.06% | Add +31.8% | 5,675,445 | $287.8M |
| HighTower Advisors, LLC | 0.29% | Add +7.2% | 4,273,243 | $216.7M |
| Wealth Enhancement Advisory Services, LLC | 0.41% | Reduce -8.1% | 4,198,106 | $212.9M |
| Sage Mountain Advisors LLC | 15.69% | Add +3.5% | 4,196,707 | $212.8M |
| Keybank National Association | 0.83% | Add +13.9% | 4,069,173 | $206.3M |
| Arch Capital Group LTD. | 55.74% | Reduce -50.2% | 3,941,665 | $199.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.7% | 3,488,390 | $176.9M |
| Cetera Investment Advisers | 0.34% | Add +14.1% | 3,459,140 | $175.4M |
| Annex Advisory Services, LLC | 4.94% | Add +25026.8% | 3,437,851 | $174.3M |
| Midland Wealth Advisors, LLC | 10.05% | Add +10.0% | 3,365,531 | $170.7M |
| Advance Capital Management, Inc. | 7.15% | Add +49.6% | 2,949,200 | $149.6M |
| Kestra Investment Management, LLC | 2.66% | Add +361.9% | 3,187,024 | $137.8M |
| Osaic Holdings, Inc. | 0.30% | Add +36.4% | 2,680,372 | $135.9M |
| RiverFront Investment Group, LLC | 2.81% | Add +4.3% | 2,487,861 | $126.2M |
| TruWealth Advisors, LLC | 7.27% | Add +6.1% | 2,374,494 | $120.4M |
| Signaturefd, LLC | 2.26% | New | 2,347,299 | $119.0M |
| Invesco Ltd. | 0.02% | Add +0.0% | 2,302,269 | $116.7M |
| Truist Financial Corp. | 0.18% | Reduce -0.3% | 2,206,241 | $111.9M |
| 1900 Wealth Management LLC | 8.67% | Add +0.6% | 2,055,797 | $104.2M |
| AE Wealth Management LLC | 0.83% | Add +20.3% | 1,946,850 | $98.7M |
| Inspirion Wealth Advisors, LLC | 13.44% | Add +3.6% | 1,907,867 | $96.7M |
| Modern Wealth Management, LLC | 3.08% | Add +49.4% | 1,898,774 | $96.3M |
| Mariner, LLC | 0.16% | Add +1.7% | 1,890,320 | $95.9M |
| Renaissance Technologies | 0.14% | Reduce -1.6% | 1,775,900 | $90.1M |
| Kestra Advisory Services, LLC | 0.43% | Add +38.9% | 1,755,425 | $89.0M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +11.4% | 1,648,471 | $83.6M |
| Brookstone Capital Management | 1.20% | Reduce -3.2% | 1,647,997 | $83.6M |
| Simon Quick Advisors, LLC | 4.50% | Add +44.0% | 1,560,781 | $79.1M |
| Hilton Capital Management, LLC | 6.44% | Add +1.9% | 1,494,332 | $75.8M |
| Janney Montgomery Scott LLC | 0.20% | Add +8.1% | 1,362,823 | $69.1M |
| Advisors Management Group Inc. | 14.52% | New | 1,315,901 | $66.7M |
| Commerce Bank | 0.40% | Add +1500.4% | 1,248,536 | $63.3M |
| Marcum Wealth, LLC | 5.41% | New | 1,232,858 | $62.5M |
| Obermeyer Wealth Partners | 3.32% | Add +30.2% | 1,227,593 | $62.3M |
| RFG Advisory, LLC | 1.59% | Add +1.1% | 1,163,109 | $59.0M |
| CX Institutional | 2.20% | Add +6.2% | 1,150,408 | $58.3M |
| Commonwealth Equity Services, LLC | 0.08% | Add +106.0% | 1,145,061 | $58.1M |
| Gradient Investments LLC | 1.08% | Reduce -3.1% | 1,052,654 | $53.4M |
| Kensington Asset Management, LLC | 5.60% | Reduce -28.6% | 1,050,087 | $53.2M |
| Private Advisor Group, LLC | 0.30% | Add +27.4% | 989,603 | $50.2M |
| Ameritas Advisory Services, LLC | 2.01% | Add +11.3% | 981,854 | $49.8M |
| Evergreen Capital Management LLC | 1.67% | Reduce -1.6% | 977,975 | $49.6M |
| Jane Street Group, LLC | 0.09% | New | 964,725 | $48.9M |
| Atwood & Palmer Inc. | 3.25% | Add +4.6% | 925,008 | $46.9M |
| Talon Private Wealth, LLC | 5.93% | Add +47.0% | 870,448 | $44.2M |
| Fragasso Financial Advisors Inc | 3.24% | Reduce -12.2% | 860,422 | $43.6M |
| Delphi Financial Group, Inc. | 26.44% | Add +112.7% | 846,695 | $42.9M |
| Destiny Wealth Partners, LLC | 6.78% | Add +262.4% | 843,140 | $42.8M |
| Townsquare Capital LLC | 0.44% | Reduce -27.8% | 821,837 | $41.7M |
| Integrated Advisors Network LLC | 2.05% | Add +1272.0% | 797,352 | $40.4M |
| Stifel Financial Corp. | 0.04% | Add +93.2% | 793,332 | $40.2M |
| Meitav Investment House Ltd. | 0.74% | No change | 790,000 | $40.0M |
| Ocean Park Asset Management, LLC | 1.38% | Add +377.6% | 767,006 | $38.9M |
| St Germain D J Co. Inc. | 1.82% | Add +1.9% | 765,288 | $38.8M |
| Sanctuary Advisors, LLC | 0.27% | Add +30.2% | 748,577 | $38.0M |
| Haverford Trust Co | 0.38% | Add +36.1% | 735,085 | $37.3M |
| New England Private Wealth Advisors LLC | 5.60% | Add +110.8% | 714,363 | $36.2M |
| Merit Financial Group, LLC | 0.54% | Add +299.8% | 712,718 | $36.1M |
| Baird Financial Group, Inc. | 0.07% | Add +17.2% | 703,946 | $35.7M |
| MML Investors Services, LLC | 0.12% | Add +83.0% | 697,413 | $35.4M |
| Bogart Wealth, LLC | 1.64% | Add +1.3% | 685,979 | $34.8M |
| Rockefeller Capital Management L.P. | 0.08% | Add +20.9% | 677,113 | $34.3M |
| Clearstead Advisors, LLC | 0.53% | Add +54.8% | 669,077 | $33.9M |
| Flaharty Asset Management, LLC | 4.85% | Add +6.1% | 662,242 | $33.6M |
| Syntegra Private Wealth Group, LLC | 3.76% | Reduce -20.6% | 633,534 | $32.1M |
| 49 Wealth Management, LLC | 3.86% | Add +6.8% | 632,439 | $32.1M |
| Janus Henderson Group PLC | 0.02% | Add +4805.5% | 630,797 | $31.9M |
| Great Valley Advisor Group, Inc. | 0.66% | Reduce -6.9% | 605,516 | $30.7M |
| Endurance Services Ltd | 5.64% | Add +193.4% | 600,000 | $30.4M |
| Border to Coast Pensions Partnership Ltd | 0.62% | No change | 600,000 | $30.4M |
| IHT Wealth Management, LLC | 0.95% | Add +411.4% | 597,903 | $30.3M |
| Bank of New York Mellon Corp | 0.01% | Add +19.1% | 596,739 | $30.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.19% | Add +100.2% | 592,100 | $30.0M |
| Schechter Investment Advisors, LLC | 2.48% | Add +39.3% | 592,020 | $30.0M |
| Sowell Financial Services LLC | 1.36% | Add +12.9% | 587,776 | $29.8M |
| Virtue Capital Management, LLC | 3.41% | Add +59.9% | 575,037 | $29.2M |
| Pictet North America Advisors SA | 2.90% | New | 573,255 | $29.1M |
| Nottingham Advisors, Inc. | 4.35% | Reduce -9.2% | 561,151 | $28.5M |
| Knott David M Jr | 13.20% | Reduce -6.5% | 551,763 | $28.0M |
| SPC Financial, Inc. | 2.37% | Add +4.5% | 531,860 | $27.0M |
| Cornerstone Advisors Asset Management, LLC | 5.51% | Reduce -1.6% | 530,383 | $26.9M |
| TT Capital Management LLC | 22.45% | Add +26.2% | 526,017 | $26.7M |
| Traphagen Investment Advisors LLC | 2.72% | Add +12.4% | 513,093 | $26.0M |
| Bensler, LLC | 3.21% | Add +33.2% | 506,268 | $25.7M |
| Stratos Wealth Partners, LTD. | 0.39% | Add +42.5% | 504,334 | $25.6M |
| Members Capital Advisors Inc. | 29.30% | No change | 498,236 | $25.3M |
| Cornerstone Advisory, LLC | 2.93% | Reduce -10.8% | 498,355 | $25.1M |
| Highline Wealth Partners LLC | 8.44% | Add +10.7% | 493,859 | $25.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 491,083 | $24.9M |
| Albion Financial Group | 1.76% | Add +5.7% | 490,890 | $24.9M |
| Ancora Advisors LLC | 0.55% | Add +126.3% | 488,261 | $24.8M |
| NBZ Investment Advisors LLC | 14.28% | Reduce -2.3% | 487,028 | $24.7M |
| Mgo One Seven LLC | 0.95% | Add +56.2% | 483,957 | $24.5M |
| Drake & Associates, LLC | 6.87% | Add +1.6% | 482,375 | $24.5M |
| Waldron Private Wealth LLC | 1.13% | Add +89.3% | 470,348 | $23.9M |
| J.W. Cole Advisors, Inc. | 0.73% | Add +173.7% | 466,620 | $23.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +42.5% | 458,072 | $23.2M |
| Sovereign Investment Advisors, LLC | 7.57% | Add +26.2% | 428,541 | $21.7M |
| Members Advisory Group LLC | 9.00% | Add +1.9% | 424,659 | $21.5M |
| Advisor OS, LLC | 2.44% | Add +14.1% | 421,988 | $21.4M |
| MJP Associates Inc. | 3.77% | Add +15.9% | 412,349 | $20.9M |
| Kathmere Capital Management, LLC | 1.75% | Add +27.7% | 405,997 | $20.6M |
| Atria Wealth Solutions, Inc. | 0.24% | Add +40.0% | 394,008 | $20.0M |
| Madison Asset Management, LLC | 0.22% | Add +153.8% | 385,218 | $19.5M |
| Kestra Private Wealth Services, LLC | 0.33% | Add +6.3% | 383,880 | $19.5M |
| Prasad Wealth Partners, LLC | 6.32% | Add +10.8% | 381,435 | $19.3M |
| Astor Investment Management LLC | 10.11% | Reduce -2.0% | 374,926 | $19.0M |
| Blue Trust, Inc. | 0.24% | Add +4.7% | 370,629 | $18.8M |
| &partners | 0.20% | Add +19.4% | 370,025 | $18.8M |
| Insight Wealth Strategies, LLC | 2.50% | Add +21.9% | 365,615 | $18.5M |
| Divergent Planning, LLC | 6.07% | Add +5.4% | 363,917 | $18.3M |
| PFS Partners, LLC | 9.48% | Add +44.2% | 351,278 | $17.8M |
| Northcape Wealth Management, LLC | 5.73% | Add +14.8% | 349,575 | $17.7M |
| Pine Valley Investments Ltd Liability Co | 1.12% | Add +13.6% | 345,022 | $17.5M |
| U.S. Capital Wealth Advisors, LLC | 0.54% | Add +86.9% | 344,658 | $17.5M |
| Geneos Wealth Management Inc. | 0.57% | Add +27.4% | 337,894 | $17.1M |
| Corient Private Wealth LP | 0.03% | Reduce -1.2% | 333,966 | $16.9M |
| Great Point Wealth Advisors, LLC | 3.65% | Add +3.0% | 332,515 | $16.9M |
| Tower Wealth Partners, Inc. | 8.75% | Reduce -0.7% | 322,948 | $16.4M |
| Equitable Holdings, Inc. | 0.15% | Add +50.0% | 321,459 | $16.3M |
| Allen Capital Group, LLC | 1.84% | Add +1.9% | 316,453 | $16.0M |
| Three Cord True Wealth Management, LLC | 13.61% | Add +3.9% | 312,956 | $15.9M |
| FORM Wealth Advisors, LLC | 2.11% | — | 306,633 | $15.5M |
| Buffington Mohr McNeal | 3.06% | Reduce -0.7% | 306,263 | $15.5M |
| Smith, Moore & Co. | 1.42% | Add +35.1% | 302,406 | $15.3M |
| Mraz, Amerine & Associates, Inc. | 2.62% | Add +30.8% | 301,219 | $15.3M |
| Silver Oak Securities, Incorporated | 1.41% | Add +3.5% | 297,834 | $15.1M |
| Atria Investments, Inc | 0.19% | Add +3.8% | 296,517 | $15.0M |
| Good Life Advisors, LLC | 1.05% | Add +2920.3% | 295,085 | $15.0M |
| 1 North Wealth Services LLC | 6.78% | New | 289,062 | $14.7M |
| Independent Financial Group, LLC | 0.50% | Add +79.0% | 284,013 | $14.4M |
| Sanchez Wealth Management Group | 3.87% | Add +37.9% | 281,073 | $14.3M |
| Donoghue Forlines LLC | 4.47% | New | 278,290 | $14.1M |
| Paragon Advisors, LLC | 5.31% | Reduce -10.4% | 276,962 | $14.0M |
| Per Stirling Capital Management, LLC. | 1.97% | Add +76.2% | 270,736 | $13.7M |
| Seneca House Advisors | 5.84% | Reduce -27.6% | 270,080 | $13.7M |
| Wealthcare Advisory Partners LLC | 0.37% | Add +17.9% | 269,986 | $13.7M |
| Financial Enhancement Group LLC | 2.13% | Add +41.6% | 270,540 | $13.6M |
| Integrated Wealth Concepts LLC | 0.16% | Add +139.3% | 267,288 | $13.6M |
| One Charles Private Wealth Services, LLC | 4.38% | Add +46.6% | 267,051 | $13.5M |
| Hennion & Walsh Asset Management, Inc. | 0.59% | Add +7.6% | 263,876 | $13.4M |
| NewEdge Advisors, LLC | 0.08% | Add +46.5% | 262,844 | $13.3M |
| Pacific Wealth Management | 7.30% | Add +1.6% | 261,878 | $13.3M |
| WT Wealth Management | 4.24% | Add +64.9% | 257,127 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +13.9% | 256,860 | $13.0M |
| Symphony Financial Services, Inc. | 8.51% | Reduce -11.9% | 256,816 | $13.0M |
| Blue Edge Capital, LLC | 2.07% | Add +54.0% | 254,387 | $12.9M |
| Firethorn Wealth Partners, LLC | 6.11% | Add +47.2% | 252,415 | $12.8M |
| Foster & Motley Inc. | 0.80% | New | 251,379 | $12.7M |
| Twin Focus Capital Partners, LLC | 1.97% | Reduce -0.7% | 250,163 | $12.7M |
| Apollon Wealth Management, LLC | 0.28% | Reduce -14.1% | 249,655 | $12.7M |
| Signature Wealth Management Partners, LLC | 8.18% | Add +69.2% | 246,510 | $12.5M |
| World Investment Advisors | 0.32% | Add +81.0% | 241,273 | $12.2M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +77.0% | 239,669 | $12.2M |
| McCarthy & Cox | 5.20% | Add +37.5% | 235,535 | $11.9M |
| Atlas Private Wealth Advisors | 1.65% | Reduce -35.3% | 232,877 | $11.8M |
| Weaver Consulting Group | 3.53% | Add +2.4% | 231,260 | $11.7M |
| Mason & Associates Inc | 2.90% | Reduce -42.0% | 229,797 | $11.7M |
| Denver Wealth Management, Inc. | 5.31% | Add +42.8% | 229,694 | $11.6M |
| Mutual Advisors, LLC | 0.33% | Add +35.1% | 230,386 | $11.6M |
| Elevatus Welath Management | 6.55% | Add +12.2% | 227,771 | $11.6M |
| Hidden Cove Wealth Management, LLC | 9.03% | Add +4.5% | 225,117 | $11.4M |
| Santori & Peters, Inc. | 4.57% | Reduce -0.4% | 223,445 | $11.3M |
| Ssi Investment Management LLC | 4.56% | Reduce -1.8% | 222,212 | $11.3M |
| Headinvest, LLC | 2.19% | Add +6.6% | 222,131 | $11.3M |
| Magnus Financial Group LLC | 1.09% | Add +3.9% | 221,218 | $11.2M |
| Compass Financial Group, Inc. | 5.72% | Reduce -0.8% | 219,573 | $11.1M |
| Bienville Capital Management, LLC | 2.58% | Add +8.7% | 210,123 | $10.7M |
| RiverTree Advisors, LLC | 7.09% | Add +0.2% | 208,956 | $10.6M |
| Denver PWM, LLC | 3.81% | Add +33.7% | 208,800 | $10.6M |
| Scarborough Advisors, LLC | 1.46% | Add +5.2% | 202,046 | $10.2M |
| Bridgewealth Advisory Group, LLC | 13.43% | Reduce -62.3% | 201,552 | $10.2M |
| Orion Capital Management LLC | 4.23% | Add +215.4% | 198,018 | $10.0M |
| Aprio Wealth Management, LLC | 1.25% | New | 196,934 | $10.0M |
| Ifrah Financial Services, Inc. | 2.84% | Add +3.3% | 195,247 | $9.9M |
| IFG Advisory, LLC | 0.55% | Add +12.3% | 194,918 | $9.9M |
| Centaurus Financial, Inc. | 0.60% | Add +1.6% | 194,823 | $9.9M |
| Blue Investment Partners LLC | 3.69% | Add +3.8% | 193,156 | $9.8M |
| Medallion Wealth Advisors, LLC | 4.38% | Add +47.8% | 190,834 | $9.7M |
| Greenwich Wealth Management LLC | 0.72% | Add +11.2% | 187,022 | $9.5M |
| L2 Asset Management, LLC | 1.95% | Add +1.3% | 186,935 | $9.5M |
| Connable Office Inc. | 1.01% | Add +1.6% | 186,835 | $9.5M |
| waypoint wealth counsel | 5.93% | Add +9.3% | 186,309 | $9.4M |
| Whipplewood Advisors, LLC | 5.59% | Reduce -100.0% | 44 | $9.4M |
| Exchange Traded Concepts, LLC | 0.17% | Add +352.7% | 185,545 | $9.4M |
| Strategic Blueprint, LLC | 0.51% | Add +20.8% | 184,661 | $9.4M |
| Leuthold Group, LLC | 1.20% | Add +3.3% | 181,978 | $9.2M |
| Webster Bank, N. A. | 1.01% | Add +34.6% | 181,070 | $9.2M |
| Foundations Investment Advisors, LLC | 0.17% | Add +262.5% | 180,536 | $9.2M |
| Ameritas Investment Partners, Inc. | 0.31% | Add +9.4% | 180,387 | $9.1M |
| Beacon Harbor Wealth Advisors, Inc. | 2.09% | Add +8.6% | 176,986 | $9.0M |
| GPS Wealth Strategies Group, LLC | 1.20% | Add +5.7% | 175,363 | $8.9M |
| Redhawk Wealth Advisors, Inc. | 1.20% | Add +11.3% | 175,287 | $8.9M |
| Semmax Financial Advisors Inc. | 2.40% | Add +10.8% | 175,361 | $8.9M |
| Waverly Advisors, LLC | 0.11% | Add +104.7% | 173,488 | $8.8M |
| Atlas Wealth LLC | 4.78% | Add +35.8% | 172,694 | $8.8M |
| Harbour Investments, Inc. | 0.25% | Add +339.6% | 171,676 | $8.7M |
| Cibc World Market Inc. | 0.02% | Add +37.1% | 170,857 | $8.7M |
| Comprehensive Financial Planning, Inc. | 8.14% | Add +74.2% | 165,002 | $8.4M |
| Country Club Bank | 0.56% | Add +174.6% | 164,968 | $8.4M |
| Sage Rhino Capital LLC | 1.93% | Reduce -1.8% | 163,963 | $8.3M |
| Tortoise Investment Management, LLC | 0.86% | Add +9.0% | 163,426 | $8.3M |
| Secure Asset Management, LLC | 1.66% | Add +6.1% | 161,839 | $8.2M |
| Regent Peak Wealth Advisors LLC | 1.92% | Add +25.6% | 160,318 | $8.1M |
| Quad-Cities Investment Group, LLC | 4.00% | Reduce -10.7% | 159,597 | $8.1M |
| SeaBridge Investment Advisors LLC | 1.74% | New | 159,160 | $8.1M |
| Lincoln Capital Corp. | 3.31% | Add +0.4% | 156,698 | $7.9M |
| Vista Investment Management | 3.09% | Add +0.8% | 155,941 | $7.9M |
| Northland Capital Management LLC | 5.34% | New | 155,636 | $7.9M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +4.0% | 155,559 | $7.9M |
| Orion Portfolio Solutions, LLC | 0.08% | Add +4.0% | 155,559 | $7.9M |
| Heck Capital Advisors, LLC | 0.89% | Reduce -24.3% | 155,401 | $7.9M |
| RB Capital Management, LLC | 1.99% | Add +5.1% | 153,862 | $7.8M |
| Hall Capital Management Co. Inc. | 3.55% | Reduce -4.8% | 151,234 | $7.7M |
| Creative Planning | 0.01% | Add +142.9% | 147,791 | $7.5M |
| Nilsine Partners, LLC | 0.82% | Add +235.6% | 146,975 | $7.5M |
| Maltin Wealth Management, Inc. | 3.49% | Reduce -4.7% | 146,680 | $7.4M |
| Diversify Advisory Services, LLC | 0.46% | Add +20.1% | 146,797 | $7.4M |
| Petix & Botte Co | 1.95% | Add +41.8% | 146,172 | $7.4M |
| Helium Advisors LLC | 5.39% | Add +121.3% | 146,012 | $7.4M |
| Oppenheimer & Co. Inc. | 0.11% | Add +107.2% | 145,798 | $7.4M |
| MBL Wealth, LLC | 0.75% | Add +1.8% | 145,787 | $7.4M |
| Savant Capital, LLC | 0.06% | Reduce -2.0% | 144,073 | $7.3M |
| Magnolia Private Wealth, LLC | 6.17% | Reduce -5.6% | 143,875 | $7.3M |
| Farther Finance Advisors, LLC | 0.18% | Add +78.9% | 143,451 | $7.2M |
| Toews Corp. | 3.17% | Add +34.8% | 141,516 | $7.2M |
| Courier Capital LLC | 0.47% | Add +190.4% | 141,352 | $7.2M |
| Cynosure Group, LLC | 0.99% | Add +6.4% | 141,247 | $7.2M |
| Asset Allocation & Management Company, LLC | 3.59% | Reduce -4.1% | 139,736 | $7.1M |
| Generation Capital Management LLC | 6.36% | Add +12.7% | 139,187 | $7.1M |
| AXS Investments LLC | 1.94% | Add +364.0% | 138,042 | $7.0M |
| Argent Trust Co | 0.29% | Add +35.1% | 137,583 | $7.0M |
| Eldridge Investment Advisors, Inc. | 1.60% | Add +10.9% | 138,198 | $7.0M |
| Bowman & Co S.C. | 3.42% | New | 136,552 | $6.9M |
| Norden Group LLC | 0.79% | Reduce -77.7% | 134,598 | $6.8M |
| Rehmann Capital Advisory Group | 0.43% | Reduce -4.6% | 134,192 | $6.8M |
| Stephens Inc. | 0.10% | Add +14.8% | 131,151 | $6.7M |
| Cornerstone Wealth Group, LLC | 0.54% | Add +9.2% | 127,711 | $6.5M |
| Dogwood Wealth Management LLC | 3.40% | Add +5.2% | 127,414 | $6.5M |
| Kingsview Wealth Management, LLC | 0.12% | Reduce -9.7% | 127,287 | $6.5M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -13.6% | 127,089 | $6.4M |
| Guardian Financial Partners, LLC | 3.07% | Reduce -3.5% | 126,632 | $6.4M |
| Cresset Asset Management, LLC | 0.03% | Add +145.4% | 125,779 | $6.4M |
| Blackhawk Capital Partners, LLC | 3.25% | Add +45.1% | 124,541 | $6.3M |
| Black Swift Group, LLC | 1.43% | Add +495.8% | 124,515 | $6.3M |
| Clear Creek Financial Management, LLC | 0.65% | Add +18.9% | 123,961 | $6.3M |
| Yarger Wealth Strategies, LLC | 3.61% | Reduce -5.8% | 122,170 | $6.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +37.4% | 121,927 | $6.2M |
| IVC Wealth Advisors LLC | 3.30% | Add +14.8% | 121,085 | $6.1M |
| Comerica Bank | 0.03% | Add +10.7% | 120,710 | $6.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.7% | 119,848 | $6.1M |
| Accordant Advisory Group Inc | 5.90% | New | 119,013 | $6.0M |
| Benjamin Edwards Inc. | 0.08% | Reduce -14.9% | 118,109 | $6.0M |
| AQR Capital Management | 0.01% | Add +29.1% | 117,752 | $6.0M |
| Clearview Wealth Advisors LLC | 4.45% | Add +260.5% | 117,498 | $6.0M |
| Sovran Advisors, LLC | 0.77% | Reduce -0.9% | 117,684 | $5.9M |
| Private Advisory Group LLC | 0.68% | New | 116,684 | $5.9M |
| Anfield Capital Management, LLC | 2.17% | New | 115,766 | $5.9M |
| Level Four Advisory Services, LLC | 0.24% | Add +2.9% | 113,257 | $5.7M |
| Stonebridge Financial Group, LLC | 0.61% | Add +30.2% | 112,695 | $5.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.42% | Add +16.0% | 112,605 | $5.7M |
| Paragon Capital Management Inc. | 4.60% | Reduce -1.9% | 112,353 | $5.7M |
| CPC Advisors, LLC | 0.78% | Add +3.9% | 112,083 | $5.7M |
| HCR Wealth Advisors | 0.74% | Add +156.1% | 112,055 | $5.7M |
| OneAscent Wealth Management LLC | 2.45% | Add +70.1% | 111,557 | $5.7M |
| Burford Brothers, Inc. | 2.74% | Add +6.8% | 111,353 | $5.6M |
| Alpine Bank Wealth Management | 0.90% | — | 110,039 | $5.6M |
| Tounjian Advisory Partners, LLC | 1.04% | — | 109,678 | $5.6M |
| Kintra Wealth, LLC | 3.75% | Add +90.1% | 109,670 | $5.6M |
| Harbor Investment Advisory, LLC | 0.53% | Add +48.0% | 106,594 | $5.4M |
| Fortis Group Advisors, LLC | 1.05% | Add +274.3% | 106,163 | $5.4M |
| Westover Capital Advisors, LLC | 1.20% | Add +200.8% | 106,105 | $5.4M |
| Aaron Wealth Advisors LLC | 0.62% | Add +1103.0% | 106,035 | $5.4M |
| Stewardship Advisors, LLC | 1.45% | Add +3.4% | 105,662 | $5.4M |
| Advisor Resource Council | 0.43% | New | 106,754 | $5.3M |
| eCIO, Inc. | 2.11% | — | 103,767 | $5.3M |
| Breakwater Capital Group | 0.93% | Reduce -19.4% | 103,325 | $5.2M |
| TPG Financial Advisors, LLC | 2.31% | New | 102,995 | $5.2M |
| Brown Wealth Management, LLC | 1.77% | New | 101,438 | $5.1M |
| Crumly & Associates Inc. | 1.41% | Reduce -5.3% | 100,951 | $5.1M |
| Central Pacific Bank - Trust Division | 0.74% | Reduce -2.0% | 100,195 | $5.1M |
| Whalen Wealth Management Inc. | 3.38% | Add +34.4% | 99,881 | $5.1M |
| Beverly Hills Private Wealth, LLC | 1.01% | Reduce -16.3% | 99,630 | $5.1M |
| OneDigital Investment Advisors LLC | 0.06% | Add +27.6% | 99,628 | $5.1M |
| Apollon Financial, LLC | 1.20% | Add +94.3% | 99,575 | $5.0M |
| Cox Capital Mgt LLC | 3.68% | Add +0.2% | 99,351 | $5.0M |
| MAI Capital Management | 0.04% | Add +281.0% | 97,644 | $5.0M |
| IFP Advisors, Inc | 0.15% | Add +276.4% | 97,394 | $4.9M |
| Auour Investments LLC | 1.78% | Reduce -5.6% | 97,100 | $4.9M |
| Family Investment Center, Inc. | 1.20% | New | 96,762 | $4.9M |
| Trajan Wealth LLC | 0.26% | Add +86.3% | 95,712 | $4.9M |
| Legacy Capital Group California, Inc. | 1.67% | Add +0.9% | 94,657 | $4.8M |
| Wealthedge Investment Advisors, LLC | 2.10% | Add +13.3% | 91,820 | $4.7M |
| HRT Financial LP | 0.03% | New | 91,607 | $4.6M |
| Trek Financial, LLC | 0.33% | Add +29.9% | 91,190 | $4.6M |
| WESPAC Advisors SoCal, LLC | 1.20% | Add +57.5% | 90,558 | $4.6M |
| Marshall Financial Group, LLC | 0.99% | Add +71.6% | 89,571 | $4.5M |
| FAS Wealth Partners, Inc. | 0.37% | New | 88,797 | $4.5M |
| Schwallier Wealth Management LLC | 3.23% | New | 86,397 | $4.4M |
| USAdvisors Wealth Management, LLC | 1.51% | Reduce -7.4% | 85,614 | $4.3M |
| Lane & Associates LLC | 2.31% | Reduce -0.4% | 84,630 | $4.3M |
| Hohimer Wealth Management, LLC | 0.84% | Reduce -6.5% | 84,489 | $4.3M |
| Sigma Planning Corp | 0.14% | Add +50.7% | 83,611 | $4.2M |
| Ridgeline Wealth, LLC | 3.60% | Reduce -7.0% | 83,407 | $4.2M |
| M Wealth Management, LLC | 3.94% | Add +41.3% | 83,295 | $4.2M |
| LeClair Wealth Partners LLC | 3.04% | New | 83,290 | $4.2M |
| Vantage Financial Partners, LLC | 1.04% | Add +3.4% | 82,529 | $4.2M |
| Precision Wealth Strategies, LLC | 3.14% | Reduce -0.6% | 80,886 | $4.1M |
| Future Financial Wealth Managment LLC | 2.90% | Add +23.7% | 78,012 | $4.0M |
| Camelot Portfolios, LLC | 2.44% | Add +23.8% | 77,608 | $3.9M |
| Three Magnolias Financial Advisors, LLC | 3.33% | Add +2.0% | 77,608 | $3.9M |
| CRA Financial Services, LLC | 0.67% | Add +214.5% | 77,143 | $3.9M |
| GatePass Capital, LLC | 2.92% | New | 75,950 | $3.9M |
| Signal Advisors Wealth, LLC | 0.37% | Add +866.1% | 74,892 | $3.8M |
| J.Safra Asset Management Corp | 0.31% | Add +7.0% | 74,429 | $3.8M |
| GeoWealth Management, LLC | 0.15% | Reduce -42.7% | 73,807 | $3.7M |
| RPg Family Wealth Advisory, LLC | 1.03% | New | 71,158 | $3.6M |
| Wealth Alliance, LLC | 0.44% | Add +21.5% | 71,120 | $3.6M |
| Sunbelt Securities, Inc. | 0.32% | New | 71,000 | $3.6M |
| Mattson Financial Services, LLC | 1.07% | Add +19.6% | 70,506 | $3.6M |
| Tidal Investments LLC | 0.03% | New | 70,225 | $3.6M |
| Legacy Capital Wealth Partners, LLC | 0.87% | Add +13.0% | 69,626 | $3.5M |
| Gotham Asset Management | 0.03% | No change | 69,121 | $3.5M |
| Insigneo Advisory Services, LLC | 0.36% | Add +42.0% | 68,940 | $3.5M |
| First International Bank & Trust | 1.10% | Add +796.0% | 68,699 | $3.5M |
| Sage Advisory Services, Ltd.Co. | 2.04% | New | 68,487 | $3.5M |
| Channel Wealth LLC | 1.07% | Add +44.4% | 67,897 | $3.4M |
| Innova Wealth Partners | 2.10% | Add +20.4% | 66,811 | $3.4M |
| Core Wealth Partners LLC | 1.96% | Add +143.8% | 66,389 | $3.4M |
| M.E. Allison & Co., Inc. | 3.32% | Add +29.1% | 66,298 | $3.4M |
| Brown Financial Advisors | 1.39% | Reduce -3.4% | 66,277 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +65.5% | 65,372 | $3.3M |
| Flputnam Investment Management Co. | 0.06% | New | 65,241 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +16.9% | 65,064 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +32.1% | 64,685 | $3.3M |
| Curtis Advisory Group, LLC | 0.96% | No change | 64,598 | $3.3M |
| Inspire Advisors, LLC | 0.38% | Reduce -28.5% | 64,244 | $3.3M |
| Simplicity Wealth,LLC | 0.25% | New | 63,600 | $3.2M |
| Capital Investment Advisory Services, LLC | 0.29% | Add +66.1% | 62,895 | $3.2M |
| RDA Financial Network | 0.93% | Add +2.1% | 61,718 | $3.1M |
| StoneCrest Wealth Management, Inc. | 1.99% | Add +7.5% | 61,712 | $3.1M |
| Castle Rock Wealth Management, LLC | 0.84% | Add +3.9% | 61,883 | $3.1M |
| VestGen Advisors, LLC | 0.14% | — | 61,121 | $3.1M |
| Pinnacle Financial Partners Inc | 0.06% | Add +12.9% | 60,922 | $3.1M |
| Virtu Financial LLC | 0.17% | New | 60,549 | $3.1M |
| MBA Advisors LLC | 1.52% | Add +277.2% | 60,380 | $3.1M |
| NovaPoint Capital, LLC | 0.93% | Add +5.4% | 59,428 | $3.0M |
| Focus Financial Network, Inc. | 0.12% | Add +11.6% | 59,343 | $3.0M |
| Faithward Advisors, LLC | 0.52% | Add +16.7% | 58,543 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.14% | Reduce -18.1% | 58,520 | $3.0M |
| Fermata Advisors, LLC | 0.54% | Reduce -3.6% | 58,352 | $3.0M |
| Baker Avenue Asset Management, LP | 0.09% | Add +1.8% | 57,669 | $2.9M |
| Integrity Wealth Advisors, Inc. | 2.12% | Add +2.6% | 56,980 | $2.9M |
| Unique Wealth, LLC | 0.55% | Reduce -63.2% | 56,912 | $2.9M |
| Ehrlich Financial Group | 2.05% | Add +180.6% | 55,523 | $2.8M |
| BlueChip Wealth Advisors LLC | 1.36% | Reduce -33.7% | 54,531 | $2.8M |
| Citizens National Bank Trust Department | 0.59% | Add +6.1% | 54,474 | $2.8M |
| Beacon Financial Advisory LLC | 0.84% | Add +55.5% | 54,399 | $2.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.73% | Reduce -3.5% | 54,116 | $2.7M |
| TFR Capital, LLC. | 1.14% | Add +391.0% | 53,954 | $2.7M |
| Ascentis Independent Advisors | 0.54% | Add +10.1% | 53,327 | $2.7M |
| Macroview Investment Management LLC | 2.53% | Add +4.6% | 52,992 | $2.7M |
| Family Office Research LLC | 1.30% | Add +22.0% | 52,796 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +28.2% | 51,178 | $2.6M |
| Parsons Capital Management Inc. | 0.14% | Add +119.3% | 51,067 | $2.6M |
| Almanack Investment Partners, LLC. | 0.51% | Add +2.0% | 50,825 | $2.6M |
| Belpointe Asset Management LLC | 0.13% | Add +9.0% | 50,439 | $2.6M |
| QTR Family Wealth, LLC | 1.92% | — | 50,329 | $2.6M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -38.7% | 49,949 | $2.5M |
| Fifth Third Bancorp | 0.01% | Add +92.1% | 49,800 | $2.5M |
| Summit Financial Strategies, Inc. | 0.25% | Add +225.0% | 49,428 | $2.5M |
| Balance Wealth Partners LLC | 1.62% | — | 49,272 | $2.5M |
| Childress Capital Advisors, LLC | 0.72% | Reduce -52.0% | 49,050 | $2.5M |
| Copperwynd Financial, LLC | 0.68% | New | 48,590 | $2.5M |
| Cape Investment Advisory, Inc. | 0.97% | Reduce -2.6% | 48,176 | $2.4M |
| Bolthouse Investments, LLC | 2.54% | Add +14.3% | 47,991 | $2.4M |
| First Foundation Advisors | 0.10% | Add +120.0% | 47,307 | $2.4M |
| Regency Capital Management Inc.\DE | 1.41% | New | 46,406 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.18% | New | 46,197 | $2.3M |
| Aspen Wealth Strategies, LLC | 1.53% | Add +48.7% | 45,945 | $2.3M |
| Integrity Investment Advisors, LLC | 2.11% | — | 45,589 | $2.3M |
| Arkadios Wealth Advisors | 0.08% | Add +12.4% | 44,134 | $2.2M |
| Mendel Money Management | 1.06% | Add +7.0% | 44,008 | $2.2M |
| Total Clarity Wealth Management, Inc. | 0.73% | Reduce -0.8% | 44,004 | $2.2M |
| Watts Gwilliam & Co., LLC | 0.48% | Reduce -11.5% | 43,789 | $2.2M |
| Asset Allocation Strategies LLC | 0.55% | Add +17.6% | 43,369 | $2.2M |
| Gibbs Wealth Management | 0.52% | Add +11.5% | 42,456 | $2.2M |
| StrongBox Wealth, LLC | 0.90% | Add +12.1% | 42,375 | $2.1M |
| PFG Advisors | 0.12% | Add +34.2% | 42,031 | $2.1M |
| Ipsen Advisor Group LLC | 1.83% | Add +2.4% | 41,835 | $2.1M |
| Rossby Financial, LCC | 0.91% | New | 41,786 | $2.1M |
| Chris Bulman Inc | 1.33% | Reduce -3.1% | 41,579 | $2.1M |
| CMC Financial Group | 4.75% | New | 41,433 | $2.1M |
| Oak Family Advisors, LLC | 0.87% | Add +5.8% | 41,320 | $2.1M |
| tru Independence LLC | 0.64% | Add +3.1% | 40,710 | $2.1M |
| Kelly Financial Services LLC | 0.72% | Reduce -38.9% | 40,685 | $2.1M |
| Advisors Asset Management, Inc. | 0.04% | Add +9.7% | 40,592 | $2.1M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -37.1% | 40,359 | $2.0M |
| Community Bank, N.A. | 0.27% | Add +78.1% | 40,092 | $2.0M |
| Founders Financial Securities LLC | 0.17% | Reduce -8.3% | 40,210 | $2.0M |
| Elm3 Financial Group, LLC | 1.77% | Reduce -33.9% | 39,776 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.3% | 39,725 | $2.0M |
| Obsidian Cio, LLC | 0.33% | Reduce -1.9% | 39,418 | $2.0M |
| Arete Wealth Advisors, LLC | 0.15% | Add +27.4% | 39,009 | $2.0M |
| Sebold Capital Management, Inc. | 1.29% | Add +39.3% | 38,695 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +167.3% | 38,663 | $2.0M |
| Cooper Financial Group | 0.26% | Add +7.5% | 38,505 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Add +104.5% | 38,052 | $1.9M |
| GWN Securities Inc. | 0.11% | New | 37,953 | $1.9M |
| Beck Capital Management, LLC | 0.57% | Add +4.0% | 37,952 | $1.9M |
| Koshinski Asset Management, Inc. | 0.16% | Add +23.2% | 37,943 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +6.1% | 37,424 | $1.9M |
| Paladin Wealth, LLC | 1.70% | Reduce -3.9% | 37,360 | $1.9M |
| SteelPeak Wealth, LLC | 0.08% | Add +77.9% | 36,680 | $1.9M |
| CLG LLC | 0.63% | Reduce -34.1% | 35,605 | $1.8M |
| Avid Wealth Partners LLC | 1.22% | Add +18.7% | 35,368 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +132.8% | 35,293 | $1.8M |
| Haven Private, LLC | 1.01% | New | 35,188 | $1.8M |
| E&G Advisors, LLC | 0.50% | Add +229.9% | 34,965 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +28.9% | 34,494 | $1.7M |
| Western Wealth Management, LLC | 0.12% | Reduce -2.1% | 34,468 | $1.7M |
| Meridian Investment Counsel Inc. | 0.51% | Add +111.6% | 34,390 | $1.7M |
| HB Wealth Management, LLC | 0.01% | New | 34,346 | $1.7M |
| Segment Wealth Management, LLC | 0.12% | Add +30.6% | 33,840 | $1.7M |
| Accel Wealth Management | 0.61% | Add +77.5% | 33,172 | $1.7M |
| Element Wealth, LLC | 0.89% | Add +98.7% | 32,613 | $1.7M |
| Fourth Dimension Wealth, LLC | 0.80% | Add +38.8% | 32,445 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Add +36.9% | 32,385 | $1.6M |
| Flow Traders U.S. LLC | 0.07% | New | 31,700 | $1.6M |
| Elmwood Wealth Management, Inc. | 0.66% | New | 31,625 | $1.6M |
| Banque Pictet & Cie SA | 0.02% | New | 31,314 | $1.6M |
| HM Payson & Co. | 0.03% | Add +5.0% | 31,103 | $1.6M |
| LexAurum Advisors, LLC | 0.30% | Add +671.7% | 31,030 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -59.6% | 30,907 | $1.6M |
| Bleakley Financial Group, LLC | 0.05% | Add +12.4% | 30,638 | $1.6M |
| KPP Advisory Services LLC | 0.29% | Add +2.7% | 30,445 | $1.5M |
| Pasadena Private Wealth, LLC | 0.30% | Reduce -23.7% | 30,320 | $1.5M |
| 4WEALTH Advisors, Inc. | 1.70% | Add +60.9% | 30,252 | $1.5M |
| PCG Wealth Advisors, LLC | 0.53% | Reduce -5.6% | 30,028 | $1.5M |
| Quattro Financial Advisors LLC | 0.51% | New | 29,521 | $1.5M |
| Uptown Financial Advisors LLC | 1.54% | Add +3.5% | 29,360 | $1.5M |
| Cozad Asset Management Inc. | 0.15% | Add +3.9% | 28,953 | $1.5M |
| Cary Street Partners Financial LLC | 0.05% | Add +12.2% | 28,930 | $1.5M |
| Heritage Oak Wealth Advisors LLC | 0.64% | New | 28,668 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +25.9% | 28,627 | $1.5M |
| Laffer Tengler Investments, Inc. | 0.38% | New | 27,956 | $1.4M |
| Triumph Capital Management | 0.47% | Add +5.3% | 27,910 | $1.4M |
| Pullen Investment Management, LLC | 0.89% | Add +50.5% | 27,636 | $1.4M |
| Financial Partners Group, Inc | 0.21% | New | 27,456 | $1.4M |
| EdgeRock Capital LLC | 0.99% | Reduce -66.9% | 27,316 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.44% | Add +46.8% | 27,034 | $1.4M |
| Kane Investment Management, Inc. | 0.65% | Add +33.8% | 26,718 | $1.4M |
| Ethos Financial Group, LLC | 0.13% | No change | 26,377 | $1.4M |
| Leo Wealth, LLC | 0.19% | Add +140.7% | 26,435 | $1.3M |
| ArrowMark Colorado Holdings LLC | 0.02% | Add +21.5% | 26,024 | $1.3M |
| Condor Capital Management | 0.12% | Reduce -4.5% | 25,516 | $1.3M |
| Fusion Capital, LLC | 0.49% | New | 25,500 | $1.3M |
| Kennedy Investment Group, Inc. | 0.59% | Add +27.0% | 25,180 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +70.6% | 25,161 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +0.3% | 25,089 | $1.3M |
| Virtus Investment Advisers, LLC | 0.35% | New | 24,895 | $1.3M |
| Darden Wealth Group Inc | 0.98% | Add +14.3% | 24,833 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +12.8% | 24,744 | $1.3M |
| Creative Financial Designs Inc. | 0.10% | New | 24,613 | $1.2M |
| Portside Wealth Group, LLC | 0.20% | Add +13.5% | 24,562 | $1.2M |
| Stratos Investment Management, LLC | 0.07% | Add +140.7% | 24,397 | $1.2M |
| Toth Financial Advisory Corp. | 0.15% | Reduce -0.3% | 23,913 | $1.2M |
| Parkwoods Wealth Partners, LLC | 0.81% | New | 23,748 | $1.2M |
| Secured Retirement Advisors, LLC | 0.78% | New | 23,724 | $1.2M |
| Balefire, LLC | 0.41% | New | 23,470 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -38.7% | 23,285 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.20% | Add +62.8% | 23,120 | $1.2M |
| Presidio Capital Management, LLC | 0.49% | Add +106.3% | 23,026 | $1.2M |
| Absolute Capital Management, LLC | 0.67% | Reduce -10.8% | 22,704 | $1.2M |
| AdvisorNet Financial, Inc | 0.09% | Add +36.5% | 22,681 | $1.2M |
| Opal Wealth Advisors, LLC | 0.35% | Reduce -0.5% | 22,589 | $1.1M |
| US Bancorp \de | 0.00% | Add +42.9% | 22,583 | $1.1M |
| Transce3nd, LLC | 0.51% | Add +10.9% | 22,495 | $1.1M |
| 3EDGE Asset Management, LP | 0.08% | Reduce -2.7% | 21,956 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | Add +9.3% | 21,843 | $1.1M |
| Davis Investment Partners, LLC | 0.48% | New | 21,766 | $1.1M |
| American Alpha Advisors, LLC | 0.94% | New | 20,934 | $1.1M |
| Sterneck Capital Management, LLC | 0.57% | New | 20,750 | $1.1M |
| Verus Capital Partners, LLC | 0.10% | Add +293.8% | 20,432 | $1.0M |
| Andina Capital Management, LLC | 0.73% | Reduce -79.8% | 20,182 | $1.0M |
| Betterment LLC | 0.00% | Add +5.8% | 20,063 | $1.0M |
| Vertex Planning Partners, LLC | 0.22% | Reduce -32.6% | 19,959 | $1.0M |
| Optivise Advisory Services LLC | 0.57% | Add +38.5% | 19,884 | $1.0M |
| Nwam LLC | 0.09% | Reduce -11.0% | 19,645 | $996K |
| Henderson Brothers Financial Partners, LLC | 0.49% | — | 19,324 | $977K |
| Richard W. Paul & Associates, LLC | 0.38% | New | 19,263 | $977K |
| Millennium Management | 0.00% | Reduce -78.3% | 18,947 | $961K |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -4.8% | 18,894 | $959K |
| Scotia Capital Inc. | 0.01% | Add +2.4% | 18,852 | $956K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +216.1% | 18,541 | $940K |
| Woodard & Co. Asset Management Group Inc. | 0.19% | Reduce -2.6% | 18,397 | $933K |
| Seed Wealth Management, Inc. | 0.75% | Add +1.1% | 18,104 | $918K |
| Boyd Watterson Asset Management LLC | 0.30% | No change | 18,000 | $913K |
| Choreo, LLC | 0.01% | Reduce -13.0% | 17,819 | $904K |
| Legacy Financial Strategies, LLC | 0.19% | Reduce -3.6% | 17,565 | $891K |
| Prospera Financial Services Inc | 0.02% | Add +102.3% | 17,376 | $881K |
| Savvy Advisors, Inc. | 0.09% | Add +18.8% | 17,184 | $871K |
| Jones Financial Companies LLLP | 0.00% | Add +13552.8% | 17,066 | $864K |
| CI Investments Inc. | 0.00% | Add +18.1% | 16,925 | $858K |
| Castle Wealth Management LLC | 0.33% | New | 16,770 | $850K |
| Rise Advisors, LLC | 0.37% | Reduce -17.4% | 16,667 | $845K |
| Accurate Wealth Management, LLC | 0.16% | Reduce -9.8% | 16,959 | $845K |
| Richmond Investment Services, LLC | 0.46% | Add +7.0% | 16,618 | $843K |
| Cerity Partners LLC | 0.00% | Reduce -27.6% | 16,304 | $827K |
| Hobbs Group Advisors, LLC | 0.31% | Add +44.9% | 16,209 | $822K |
| Quantum Portfolio Management LLC | 0.41% | New | 16,000 | $811K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +35.9% | 15,870 | $805K |
| Heritage Family Offices, LLP | 0.41% | New | 15,805 | $801K |
| Wealthspire Retirement, LLC | 0.06% | Add +24.5% | 15,415 | $782K |
| SAM Advisors, LLC | 0.29% | Add +6.2% | 15,103 | $766K |
| Summit Investment Advisors, Inc. | 0.68% | Add +0.7% | 15,158 | $764K |
| Natixis Advisors, LLC | 0.00% | Add +19.0% | 14,944 | $758K |
| BOS Asset Management, LLC | 0.26% | No change | 14,790 | $750K |
| PAX Financial Group, LLC | 0.13% | Add +27.8% | 14,758 | $748K |
| Leelyn Smith, LLC | 0.13% | Reduce -13.0% | 14,731 | $747K |
| PFG Investments, LLC | 0.05% | Reduce -0.3% | 14,652 | $743K |
| GTS Securities LLC | 0.03% | New | 14,522 | $736K |
| Lanark Financial, Inc. | 0.06% | — | 14,426 | $731K |
| NWF Advisory Services Inc. | 0.10% | Reduce -39.0% | 14,176 | $719K |
| Napa Wealth Management | 0.40% | Add +12.1% | 14,168 | $718K |
| Assetmark, Inc. | 0.00% | Reduce -59.5% | 14,123 | $716K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -9.6% | 13,912 | $705K |
| MN Wealth Advisors, LLC | 0.41% | Reduce -6.5% | 13,671 | $693K |
| Essex Financial Services, Inc. | 0.05% | New | 13,604 | $690K |
| WESPAC Advisors, LLC | 0.54% | Add +0.6% | 13,176 | $668K |
| Ruggaard & Associates LLC | 0.29% | Add +21.7% | 13,051 | $662K |
| Priebe Wealth Holdings LLC | 0.39% | Reduce -13.6% | 12,417 | $630K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.4% | 12,200 | $619K |
| Sharkey, Howes & Javer | 0.09% | Add +12.7% | 12,177 | $617K |
| CAP Partners, LLC | 0.45% | Add +29.8% | 12,142 | $616K |
| Cora Capital Advisors LLC | 0.29% | Reduce -33.9% | 12,100 | $614K |
| CGN Advisors LLC | 0.06% | Add +17.6% | 12,084 | $613K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 11,928 | $605K |
| BlackRock, Inc. | 0.00% | Reduce -96.9% | 11,854 | $601K |
| Idaho Trust Co | 0.24% | New | 11,748 | $596K |
| Seelaus Asset Management LLC | 0.58% | Reduce -10.0% | 11,735 | $595K |
| Ieq Capital, LLC | 0.00% | New | 11,657 | $591K |
| Calamos Advisors LLC | 0.00% | New | 11,291 | $573K |
| Transatlantique Private Wealth LLC | 0.22% | New | 11,116 | $564K |
| Spire Wealth Management | 0.02% | New | 11,111 | $563K |
| Main Street Financial Solutions, LLC | 0.05% | New | 11,047 | $560K |
| Citadel Advisors | 0.00% | Reduce -46.4% | 11,029 | $559K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Add +1.7% | 10,954 | $555K |
| Euro Pacific Asset Management, LLC | 0.10% | No change | 10,985 | $555K |
| Spectrum Wealth Advisory Group, LLC | 0.26% | Reduce -92.2% | 10,758 | $546K |
| Pennington Partners & Co., LLC | 0.31% | Add +8.4% | 10,687 | $542K |
| Hamilton Point Investment Advisors, LLC | 0.10% | New | 10,555 | $535K |
| Fourpath Capital Management, LLC | 0.09% | Add +0.5% | 10,429 | $529K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +1.9% | 10,403 | $527K |
| Muirfield Wealth Advisors LLC | 0.44% | Reduce -1.5% | 10,302 | $522K |
| XTX Topco Ltd | 0.03% | New | 10,224 | $518K |
| Graham Capital Wealth Management, LLC | 0.56% | New | 10,140 | $514K |
| Kelleher Financial Advisors | 0.20% | New | 10,127 | $513K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +112.7% | 10,061 | $510K |
| Millennium Capital Advisors, LLC | 0.37% | New | 10,000 | $507K |
| Wesbanco Bank Inc. | 0.02% | New | 10,000 | $507K |
| Transform Wealth, LLC | 0.03% | Add +12.2% | 9,913 | $503K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -8.6% | 9,892 | $502K |
| Steel Grove Capital Advisors, LLC | 0.08% | No change | 9,856 | $500K |
| Able Wealth Management LLC | 0.30% | Reduce -25.4% | 9,854 | $500K |
| Curi Capital, LLC | 0.01% | Reduce -43.5% | 9,700 | $492K |
| Emerald Advisors, LLC | 0.06% | No change | 9,619 | $488K |
| Detalus Advisors, LLC | 0.15% | Reduce -31.9% | 9,497 | $482K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -3.8% | 9,437 | $479K |
| Sequent Planning LLC | 0.17% | Reduce -2.9% | 9,413 | $477K |
| Private Trust Co. NA | 0.05% | Add +3.6% | 9,357 | $474K |
| BTS Asset Management, Inc. | 0.52% | New | 9,134 | $463K |
| Elios Financial Group Inc. | 0.23% | Add +3.3% | 9,029 | $458K |
| Key Financial Inc | 0.10% | Add +120.1% | 8,980 | $455K |
| National Bank of Canada | 0.00% | Add +15.0% | 8,867 | $445K |
| Principal Securities, Inc. | 0.01% | No change | 8,638 | $438K |
| Bright Futures Wealth Management, LLC. | 0.49% | Add +115.3% | 8,713 | $438K |
| Mosaic Financial Group, LLC | 0.35% | New | 8,607 | $436K |
| International Assets Investment Management, LLC | 0.04% | Add +88.4% | 8,574 | $435K |
| Quantinno Capital Management LP | 0.00% | New | 8,541 | $433K |
| A. D. Beadell Investment Counsel, Inc. | 0.36% | Add +18.5% | 8,515 | $431K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 8,500 | $430K |
| CW Advisors, LLC | 0.01% | Add +9.4% | 8,470 | $430K |
| Howard Bailey Securities, LLC | 0.14% | Reduce -18.6% | 8,423 | $427K |
| Gibraltar Capital Management, Inc. | 0.09% | Reduce -95.9% | 8,404 | $426K |
| Running Point Capital Advisors, LLC | 0.13% | No change | 8,345 | $423K |
| Daymark Wealth Partners, LLC | 0.02% | New | 8,266 | $419K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 8,221 | $417K |
| Raleigh Capital Management Inc. | 0.19% | Reduce -0.3% | 8,187 | $415K |
| Pallas Capital Advisors LLC | 0.02% | Add +1.3% | 8,125 | $412K |
| Qube Research & Technologies Ltd | 0.00% | New | 8,114 | $411K |
| Pine Harbor Wealth Management, LLC | 0.16% | No change | 8,097 | $411K |
| Captrust Financial Advisors | 0.00% | Reduce -1.8% | 8,088 | $410K |
| Accredited Investor Services, LLC | 0.34% | Add +1.7% | 8,018 | $407K |
| ShoreHaven Wealth Partners, LLC | 0.19% | Reduce -72.5% | 8,016 | $407K |
| Quadrant Private Wealth Management, LLC | 0.10% | Reduce -53.7% | 7,988 | $405K |
| Outlook Wealth Advisors, LLC | 0.11% | Reduce -0.5% | 7,776 | $394K |
| Columbia Advisory Partners LLC | 0.34% | Reduce -2.9% | 7,761 | $394K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -8.9% | 7,740 | $392K |
| RTD Financial Advisors, Inc. | 0.05% | New | 7,689 | $390K |
| Snowden Capital Advisors LLC | 0.01% | Add +72.4% | 7,389 | $375K |
| Transcend Capital Advisors, LLC | 0.03% | Add +48.0% | 7,325 | $371K |
| Balboa Wealth Partners | 0.09% | Add +59.9% | 7,324 | $371K |
| Cwm, LLC | 0.00% | Reduce -11.7% | 7,293 | $370K |
| Lloyd Advisory Services, LLC. | 0.19% | Reduce -19.4% | 7,291 | $370K |
| Bridgewater Advisors Inc. | 0.03% | New | 7,286 | $368K |
| First Heartland Consultants, Inc. | 0.04% | Add +10.1% | 7,210 | $366K |
| Endeavor Private Wealth, Inc. | 0.20% | Add +11.2% | 7,206 | $365K |
| Knights of Columbus Asset Advisors LLC | 0.03% | New | 7,170 | $364K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -20.8% | 7,167 | $363K |
| BlackDiamond Wealth Management, LLC | 0.24% | New | 7,088 | $358K |
| Mayfair Advisory Group, LLC | 0.21% | Add +58.5% | 7,051 | $358K |
| Csenge Advisory Group | 0.02% | Reduce -63.8% | 7,003 | $352K |
| GK Wealth Management LLC | 0.44% | New | 6,915 | $351K |
| Bailard, Inc. | 0.01% | Add +22.7% | 6,907 | $350K |
| Wedmont Private Capital | 0.02% | Add +21.1% | 7,003 | $349K |
| Hartline Investment Corp./ | 0.05% | Reduce -85.5% | 6,760 | $343K |
| Planned Solutions, Inc. | 0.14% | Add +25.8% | 6,755 | $343K |
| KG Capital Management | 0.11% | New | 6,662 | $338K |
| Eagle Global Advisors LLC | 0.01% | Add +5.6% | 6,600 | $335K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -69.2% | 6,485 | $328K |
| Whittier Trust Co. | 0.00% | No change | 6,447 | $327K |
| Triad Wealth Partners, LLC | 0.10% | Reduce -3.5% | 6,341 | $322K |
| Sierra Capital LLC | 0.04% | New | 6,336 | $321K |
| Keystone Financial Group | 0.03% | Reduce -30.5% | 6,300 | $319K |
| Milestone Asset Management, LLC | 0.07% | New | 6,299 | $319K |
| Regions Financial Corp. | 0.00% | Reduce -0.5% | 6,207 | $315K |
| Quadrature Capital Ltd | 0.01% | Reduce -6.8% | 6,008 | $305K |
| Novem Group | 0.04% | Add +3142.4% | 5,966 | $303K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -76.0% | 5,901 | $299K |
| XML Financial, LLC | 0.03% | New | 5,900 | $299K |
| Trust Co. of Oklahoma | 0.10% | New | 5,882 | $298K |
| Haverford Financial Services, Inc. | 0.09% | Add +28.1% | 5,800 | $294K |
| AlphaQ Advisors LLC | 0.70% | New | 5,760 | $292K |
| World Equity Group, Inc. | 0.08% | Reduce -57.1% | 5,735 | $291K |
| Fiducient Advisors LLC | 0.04% | Add +41.9% | 5,605 | $284K |
| Perennial Investment Advisors, LLC | 0.03% | Add +39.2% | 5,569 | $282K |
| Colonial River Investments, LLC | 0.16% | New | 5,567 | $282K |
| Madison Wealth Partners, Inc | 0.07% | Add +20.3% | 5,475 | $278K |
| Circle Wealth Management, LLC | 0.01% | New | 5,407 | $274K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 5,359 | $272K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 5,335 | $271K |
| Financial Advocates Investment Management | 0.02% | Reduce -10.2% | 5,282 | $268K |
| Calton & Associates, Inc. | 0.06% | New | 5,261 | $267K |
| TCFG Wealth Management, LLC | 0.13% | Reduce -0.4% | 5,226 | $265K |
| Kovack Advisors, Inc. | 0.03% | Reduce -8.1% | 5,203 | $264K |
| Alliance Wealth Advisors, LLC | 0.07% | Add +2.0% | 4,956 | $251K |
| One Capital Management, LLC | 0.01% | Reduce -15.6% | 4,948 | $251K |
| Redwood Investment Management, LLC | 0.03% | Reduce -48.5% | 4,911 | $249K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.8% | 4,889 | $248K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 4,748 | $241K |
| Winebrenner Capital Management LLC | 0.21% | New | 4,654 | $236K |
| First Financial Group Corp | 0.27% | Reduce -17.1% | 4,620 | $234K |
| Principle Wealth Partners LLC | 0.02% | New | 4,618 | $234K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,589 | $233K |
| Wellspring Financial Advisors, LLC | 0.03% | No change | 4,440 | $225K |
| D.A. Davidson & Co. | 0.00% | Reduce -67.8% | 4,388 | $223K |
| YHB Investment Advisors, Inc. | 0.02% | New | 4,280 | $217K |
| Alteri Wealth LLC | 0.09% | New | 4,253 | $216K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | No change | 4,225 | $214K |
| Titleist Asset Management, LLC | 0.02% | Add +2.1% | 4,212 | $214K |
| Wealthcare Capital Partners, LLC | 0.11% | Add +4.4% | 4,201 | $213K |
| Dover Advisors, LLC | 0.09% | New | 4,172 | $212K |
| Allworth Financial LP | 0.00% | Add +209.5% | 4,169 | $210K |
| Capital Planning LLC | 0.06% | No change | 4,068 | $206K |
| Connecticut Wealth Management, LLC | 0.01% | New | 4,040 | $205K |
| Main Street Research LLC | 0.01% | New | 4,034 | $205K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,947 | $200K |
| Northeast Financial Group, Inc. | 0.07% | New | 3,946 | $200K |
| SouthState Bank Corp | 0.01% | New | 3,878 | $197K |
| Aptus Capital Advisors, LLC | 0.00% | New | 3,779 | $192K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -40.2% | 3,473 | $176K |
| Lindbrook Capital, LLC | 0.01% | Reduce -50.0% | 3,000 | $152K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.4% | 2,935 | $149K |
| FMR LLC | 0.00% | Reduce -99.8% | 2,828 | $143K |
| Cove Street Capital, LLC | 0.22% | No change | 2,700 | $137K |
| Ninety One UK Ltd | 0.00% | No change | 2,691 | $136K |
| CoreCap Advisors, LLC | 0.01% | Add +14.3% | 2,557 | $130K |
| Ameriflex Group, Inc. | 0.05% | Add +787.5% | 2,352 | $119K |
| Legacy Wealth Managment, LLC | 0.08% | Reduce -95.4% | 2,195 | $111K |
| Financial Network Wealth Advisors LLC | 0.14% | Add +21.0% | 2,054 | $104K |
| Stephens Consulting, LLC | 0.03% | No change | 2,000 | $101K |
| Continuum Advisory, LLC | 0.01% | New | 1,994 | $101K |
| WASHINGTON TRUST Co | 0.00% | Add +101.0% | 1,990 | $101K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -2.4% | 1,868 | $95K |
| Crewe Advisors LLC | 0.01% | Add +35.4% | 1,817 | $92K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Add +28.4% | 1,630 | $83K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,543 | $78K |
| Barclays PLC | 0.00% | Add +118.5% | 1,464 | $74K |
| Operose Advisors LLC | 0.02% | Reduce -28.2% | 1,236 | $63K |
| TCTC Holdings, LLC | 0.00% | No change | 1,196 | $61K |
| Heritage Wealth Advisors | 0.00% | Add +0.9% | 1,163 | $59K |
| Mather Group, Llc. | 0.00% | Add +22.4% | 1,093 | $55K |
| Burkett Financial Services, LLC | 0.02% | New | 1,072 | $54K |
| Park Square Financial Group, LLC | 0.04% | Reduce -17.0% | 1,068 | $54K |
| Rosenberg Matthew Hamilton | 0.01% | Add +52.4% | 1,062 | $54K |
| Horizon Investments, LLC | 0.00% | No change | 1,011 | $51K |
| HFM Investment Advisors, LLC | 0.02% | — | 985 | $50K |
| Gables Capital Management Inc. | 0.02% | No change | 778 | $39K |
| Millstone Evans Group, LLC | 0.03% | No change | 735 | $37K |
| Concord Wealth Partners | 0.01% | Reduce -8.1% | 719 | $36K |
| Coldstream Capital Management Inc. | 0.00% | New | 669 | $34K |
| Beacon Capital Management, LLC | 0.00% | New | 636 | $32K |
| First Horizon Advisors, Inc. | 0.00% | No change | 599 | $30K |
| Sound Income Strategies, LLC | 0.00% | Add +239.7% | 530 | $27K |
| Olde Wealth Management, LLC | 0.01% | New | 529 | $26K |
| Parallel Advisors, LLC | 0.00% | Add +1.0% | 512 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -26.4% | 501 | $25K |
| Logan Capital Management Inc. | 0.00% | New | 494 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | New | 449 | $23K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -49.3% | 408 | $21K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 349 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 293 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 269 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | New | 217 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -46.1% | 206 | $10K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 200 | $10K |
| SJS Investment Consulting Inc. | 0.00% | No change | 200 | $10K |
| FWL Investment Management, LLC | 0.00% | New | 171 | $9K |
| LRI Investments, LLC | 0.00% | New | 168 | $9K |
| Colonial Trust Advisors | 0.00% | New | 162 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 154 | $8K |
| AlphaCore Capital LLC | 0.00% | New | 134 | $7K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 125 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $5K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.4% | 85 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 82 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 80 | $4K |
| Avion Wealth | 0.00% | No change | 84 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 75 | $4K |
| Eastern Bank | 0.00% | New | 64 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 41 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 20 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 16 | $811 |
| Cornerstone Planning Group LLC | 0.00% | New | 11 | $554 |
| Creative Capital Management Investments LLC | 0.00% | No change | 8 | $406 |
| Capital A Wealth Management, 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.