Janus Henderson Aaa Clo ETFJAAAETF
13F holders, Q2 2025 (June 30)772holders +25
94new positions
69sold out
5famous investors
$50.75avg. 13F price*
At the end of Q2 2025, 772 institutions reported holding Janus Henderson Aaa Clo ETF (JAAA) in their 13F filings, up 25 from Q1 2025. 94 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($1.7B), Morgan Stanley ($1.1B) and Allianz Investment Management U.S. LLC ($949.6M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Janus Henderson Aaa Clo ETF
- Filed as
- JANUS DETROIT STR TR (Q2 2025)
- CUSIP
- 47103U845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $574.3M |
| Exits | 69 | $273.5M |
All 13F filers, Q1 2025 → Q2 2025: 45,436,178 shares bought and 25,697,313 shares sold, net +19,738,865 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 772 holders
| Bank of America Corp. | 0.14% | Add +0.1% | 34,385,560 | $1.7B |
| Morgan Stanley | 0.07% | Reduce -1.6% | 21,111,323 | $1.1B |
| Allianz Investment Management U.S. LLC | 41.12% | Add +142.4% | 18,710,500 | $949.6M |
| LPL Financial LLC | 0.19% | Add +11.4% | 11,396,548 | $578.4M |
| Wells Fargo & Company | 0.09% | Add +4.5% | 7,827,270 | $397.2M |
| NorthCoast Asset Management LLC | 1.64% | Add +16.5% | 7,563,407 | $383.8M |
| Envestnet Asset Management Inc. | 0.11% | Add +6.6% | 7,175,251 | $364.1M |
| Raymond James Financial Inc. | 0.12% | Reduce -10.0% | 6,741,180 | $342.1M |
| UBS Group AG | 0.07% | Add +7.3% | 6,407,743 | $325.2M |
| Keybank National Association | 0.82% | Add +6.8% | 4,347,755 | $220.6M |
| HighTower Advisors, LLC | 0.27% | Add +0.3% | 4,284,748 | $217.5M |
| Nuveen, LLC | 0.06% | New | 4,258,000 | $216.1M |
| Wealth Enhancement Advisory Services, LLC | 0.34% | Reduce -3.4% | 4,053,852 | $205.0M |
| Arch Capital Group LTD. | 68.21% | No change | 3,941,665 | $200.0M |
| Cetera Investment Advisers | 0.34% | Add +13.8% | 3,935,057 | $199.7M |
| Sage Mountain Advisors LLC | 12.96% | Reduce -6.5% | 3,925,010 | $199.2M |
| Royal Bank of Canada | 0.04% | Reduce -36.0% | 3,629,570 | $184.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.7% | 3,546,626 | $180.0M |
| Midland Wealth Advisors, LLC | 9.72% | Add +3.0% | 3,467,496 | $176.0M |
| Advance Capital Management, Inc. | 7.42% | Add +9.3% | 3,224,993 | $163.7M |
| Signaturefd, LLC | 2.69% | Add +32.6% | 3,111,669 | $157.9M |
| Invesco Ltd. | 0.03% | Add +35.1% | 3,111,187 | $157.9M |
| Osaic Holdings, Inc. | 0.25% | Add +5.1% | 2,816,267 | $142.9M |
| RiverFront Investment Group, LLC | 2.55% | Add +3.4% | 2,571,806 | $130.5M |
| TruWealth Advisors, LLC | 6.93% | Add +4.5% | 2,481,304 | $125.9M |
| Modern Wealth Management, LLC | 2.83% | Add +19.4% | 2,267,342 | $115.1M |
| AE Wealth Management LLC | 0.84% | Add +15.8% | 2,255,075 | $114.4M |
| Truist Financial Corp. | 0.16% | Reduce -1.0% | 2,183,614 | $110.8M |
| Kestra Advisory Services, LLC | 0.52% | Add +18.8% | 2,086,034 | $105.9M |
| 1900 Wealth Management LLC | 7.85% | Reduce -0.5% | 2,046,337 | $103.9M |
| Mariner, LLC | 0.14% | Add +1.9% | 1,926,219 | $97.8M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +4.7% | 1,726,135 | $87.6M |
| Advisors Management Group Inc. | 16.49% | Add +31.1% | 1,725,467 | $87.6M |
| Simon Quick Advisors, LLC | 4.43% | Add +10.4% | 1,723,842 | $87.5M |
| Brookstone Capital Management | 1.11% | Add +1.2% | 1,667,268 | $84.6M |
| BlackRock, Inc. | 0.00% | Add +13854.1% | 1,654,125 | $83.9M |
| Commerce Bank | 0.47% | Add +26.9% | 1,584,040 | $80.4M |
| Renaissance Technologies | 0.10% | Reduce -14.9% | 1,511,413 | $76.7M |
| Janus Henderson Group PLC | 0.04% | Add +136.8% | 1,493,683 | $75.8M |
| Hilton Capital Management, LLC | 6.01% | Reduce -0.7% | 1,484,078 | $75.3M |
| Inspirion Wealth Advisors, LLC | 9.94% | Reduce -22.4% | 1,480,409 | $75.1M |
| Apollo Management Holdings, L.P. | 1.20% | New | 1,432,523 | $72.7M |
| Janney Montgomery Scott LLC | 0.18% | Add +1.8% | 1,387,440 | $70.4M |
| Kestra Investment Management, LLC | 1.93% | Reduce -60.6% | 1,256,315 | $63.8M |
| Obermeyer Wealth Partners | 3.15% | Add +1.5% | 1,246,410 | $63.3M |
| Stifel Financial Corp. | 0.06% | Add +52.8% | 1,211,985 | $61.5M |
| Private Advisor Group, LLC | 0.32% | Add +17.0% | 1,157,567 | $58.7M |
| Gradient Investments LLC | 1.00% | Add +2.7% | 1,080,944 | $54.9M |
| Atwood & Palmer Inc. | 3.35% | Add +14.3% | 1,057,357 | $53.7M |
| &partners | 0.41% | Add +185.3% | 1,055,523 | $53.6M |
| Corebridge Financial, Inc. | 11.15% | New | 986,000 | $50.0M |
| MJP Associates Inc. | 7.34% | Add +136.6% | 975,753 | $49.5M |
| Advisor OS, LLC | 4.79% | Add +127.1% | 958,298 | $48.6M |
| Evergreen Capital Management LLC | 1.44% | Reduce -3.4% | 944,730 | $47.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -21.8% | 895,402 | $45.4M |
| Sanctuary Advisors, LLC | 0.28% | Add +17.3% | 877,851 | $44.6M |
| Haverford Trust Co | 0.42% | Add +18.6% | 871,692 | $44.2M |
| Destiny Wealth Partners, LLC | 5.92% | Add +3.0% | 868,213 | $44.1M |
| Ameritas Advisory Services, LLC | 2.28% | Reduce -12.4% | 860,539 | $43.7M |
| Fragasso Financial Advisors Inc | 2.94% | Add +0.0% | 860,497 | $43.7M |
| Merit Financial Group, LLC | 0.48% | Add +19.6% | 852,299 | $43.3M |
| Delphi Financial Group, Inc. | 31.05% | No change | 846,695 | $43.0M |
| JPMorgan Chase & Co. | 0.00% | Add +600.9% | 840,013 | $42.6M |
| St Germain D J Co. Inc. | 1.73% | Add +3.4% | 791,016 | $40.1M |
| Ocean Park Asset Management, LLC | 1.38% | No change | 767,006 | $38.9M |
| Talon Private Wealth, LLC | 5.30% | Reduce -12.8% | 758,888 | $38.5M |
| Bank of New York Mellon Corp | 0.01% | Add +19.2% | 711,395 | $36.1M |
| Exchange Traded Concepts, LLC | 0.44% | Add +268.2% | 683,158 | $34.7M |
| Flaharty Asset Management, LLC | 4.72% | Add +2.7% | 680,292 | $34.5M |
| Bridgewealth Advisory Group, LLC | 8.75% | Add +236.7% | 678,555 | $34.4M |
| New England Private Wealth Advisors LLC | 5.00% | Reduce -5.8% | 673,005 | $34.2M |
| Traphagen Investment Advisors LLC | 3.22% | Add +30.5% | 669,617 | $34.0M |
| FMR LLC | 0.00% | Add +23279.0% | 661,158 | $33.6M |
| Sowell Financial Services LLC | 1.32% | Add +9.0% | 640,521 | $32.5M |
| Syntegra Private Wealth Group, LLC | 3.27% | Reduce -0.2% | 631,985 | $32.1M |
| 49 Wealth Management, LLC | 3.34% | Reduce -2.2% | 618,454 | $31.4M |
| Pictet North America Advisors SA | 3.13% | Add +7.0% | 613,635 | $31.1M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -10.5% | 606,217 | $30.8M |
| CX Institutional | 1.07% | Reduce -47.3% | 606,063 | $30.8M |
| Great Valley Advisor Group, Inc. | 0.68% | Reduce -0.4% | 602,991 | $30.6M |
| Endurance Services Ltd | 5.30% | No change | 600,000 | $30.4M |
| Border to Coast Pensions Partnership Ltd | 0.56% | No change | 600,000 | $30.4M |
| Ancora Advisors LLC | 0.58% | Add +11.9% | 546,613 | $27.7M |
| Cornerstone Advisors Asset Management, LLC | 5.31% | Add +2.4% | 543,117 | $27.6M |
| TT Capital Management LLC | 22.31% | Add +3.1% | 542,244 | $27.5M |
| SPC Financial, Inc. | 2.28% | Add +0.8% | 536,057 | $27.2M |
| Nottingham Advisors, Inc. | 4.02% | Reduce -4.9% | 533,879 | $27.1M |
| Waldron Private Wealth LLC | 1.18% | Add +13.4% | 533,201 | $27.1M |
| Bensler, LLC | 2.90% | Add +0.9% | 510,837 | $25.9M |
| Highline Wealth Partners LLC | 7.62% | Add +2.7% | 507,322 | $25.7M |
| Clearstead Advisors, LLC | 0.36% | Reduce -24.6% | 504,659 | $25.6M |
| Cornerstone Advisory, LLC | 2.74% | Add +1.1% | 503,645 | $25.6M |
| Albion Financial Group | 1.66% | Add +1.9% | 499,959 | $25.4M |
| Stratos Wealth Partners, LTD. | 0.35% | Reduce -0.9% | 499,946 | $25.4M |
| Members Capital Advisors Inc. | 29.18% | No change | 498,236 | $25.3M |
| Knott David M Jr | 11.39% | Reduce -10.2% | 495,254 | $25.1M |
| Aprio Wealth Management, LLC | 2.82% | Add +150.1% | 492,548 | $25.0M |
| Drake & Associates, LLC | 6.12% | Add +2.0% | 491,932 | $25.0M |
| MML Investors Services, LLC | 0.07% | Reduce -29.5% | 491,835 | $25.0M |
| Virtue Capital Management, LLC | 4.55% | Reduce -15.2% | 487,536 | $24.7M |
| Arax Advisory Partners | 1.13% | New | 482,793 | $24.5M |
| Kestra Private Wealth Services, LLC | 0.35% | Add +24.0% | 476,018 | $24.2M |
| J.W. Cole Advisors, Inc. | 0.51% | Add +1.5% | 473,685 | $24.0M |
| EP Wealth Advisors, LLC | 0.15% | New | 463,717 | $23.5M |
| Mgo One Seven LLC | 0.76% | Reduce -4.5% | 462,002 | $23.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -35.5% | 453,673 | $23.0M |
| Kathmere Capital Management, LLC | 1.76% | Add +10.9% | 450,111 | $22.8M |
| Foster & Motley Inc. | 1.29% | Add +74.8% | 439,275 | $22.3M |
| Rehmann Capital Advisory Group | 1.28% | Add +210.9% | 417,158 | $21.2M |
| Blue Trust, Inc. | 0.24% | Add +9.9% | 407,315 | $20.7M |
| Members Advisory Group LLC | 7.76% | Reduce -4.2% | 407,042 | $20.7M |
| Equitable Holdings, Inc. | 0.17% | Add +26.1% | 405,423 | $20.6M |
| Geneos Wealth Management Inc. | 0.49% | Add +16.5% | 393,565 | $20.0M |
| RFG Advisory, LLC | 0.47% | Reduce -66.2% | 393,044 | $19.9M |
| U.S. Capital Wealth Advisors, LLC | 0.58% | Add +13.1% | 389,624 | $19.8M |
| Divergent Planning, LLC | 5.72% | Add +5.1% | 382,574 | $19.3M |
| PFS Partners, LLC | 9.70% | Add +8.0% | 379,223 | $19.2M |
| Independent Financial Group, LLC | 0.53% | Add +33.1% | 377,916 | $19.2M |
| Atria Investments, Inc | 0.23% | Add +26.9% | 376,124 | $19.1M |
| Astor Investment Management LLC | 9.92% | Reduce -3.5% | 361,831 | $18.4M |
| Sovereign Investment Advisors, LLC | 5.04% | Reduce -15.7% | 361,372 | $18.3M |
| Mraz, Amerine & Associates, Inc. | 2.93% | Add +19.4% | 359,776 | $18.3M |
| IHT Wealth Management, LLC | 0.50% | Reduce -40.6% | 355,308 | $18.0M |
| Aaron Wealth Advisors LLC | 1.83% | Add +232.8% | 352,892 | $17.9M |
| Northcape Wealth Management, LLC | 5.46% | Add +0.9% | 352,647 | $17.9M |
| Bogart Wealth, LLC | 0.76% | Reduce -48.7% | 352,191 | $17.9M |
| Evercore Wealth Management, LLC | 0.27% | New | 341,851 | $17.3M |
| Pine Valley Investments Ltd Liability Co | 1.02% | Reduce -1.3% | 340,428 | $17.3M |
| Allen Capital Group, LLC | 1.79% | Add +7.1% | 338,955 | $17.2M |
| Farther Finance Advisors, LLC | 0.34% | Add +133.4% | 334,826 | $17.0M |
| Good Life Advisors, LLC | 1.06% | Add +13.3% | 334,262 | $17.0M |
| Interchange Capital Partners, LLC | 3.88% | New | 331,350 | $16.8M |
| Sanchez Wealth Management Group | 3.98% | Add +15.7% | 325,313 | $16.5M |
| Tower Wealth Partners, Inc. | 9.69% | Add +0.0% | 323,084 | $16.4M |
| Firethorn Wealth Partners, LLC | 7.07% | Add +27.3% | 321,365 | $16.3M |
| Three Cord True Wealth Management, LLC | 12.02% | Add +1.4% | 317,267 | $16.1M |
| Smith, Moore & Co. | 1.33% | Add +3.2% | 311,989 | $15.8M |
| Atlantic Edge Private Wealth Management, LLC | 4.29% | New | 307,937 | $15.6M |
| Silver Oak Securities, Incorporated | 1.28% | Add +1.9% | 303,517 | $15.4M |
| 1 North Wealth Services LLC | 5.86% | Add +0.7% | 291,155 | $14.8M |
| Per Stirling Capital Management, LLC. | 1.90% | Add +6.2% | 287,403 | $14.6M |
| Twin Focus Capital Partners, LLC | 2.04% | Add +14.7% | 287,009 | $14.6M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +11.5% | 286,505 | $14.5M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +18.8% | 284,624 | $14.4M |
| Signature Wealth Management Partners, LLC | 8.15% | Add +13.9% | 280,850 | $14.3M |
| Integrated Wealth Concepts LLC | 0.14% | Add +5.0% | 280,680 | $14.2M |
| Hidden Cove Wealth Management, LLC | 10.27% | Add +24.1% | 279,256 | $14.2M |
| Hennion & Walsh Asset Management, Inc. | 0.57% | Add +5.8% | 279,196 | $14.2M |
| One Charles Private Wealth Services, LLC | 3.91% | Add +2.6% | 273,978 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -41.6% | 267,394 | $13.6M |
| Wealthcare Advisory Partners LLC | 0.30% | Reduce -2.7% | 262,746 | $13.3M |
| Citadel Advisors | 0.01% | Add +2258.3% | 260,091 | $13.2M |
| Pacific Wealth Management | 6.51% | Reduce -0.8% | 259,886 | $13.2M |
| Orion Capital Management LLC | 5.00% | Add +30.6% | 258,619 | $13.1M |
| Thrivent Financial for Lutherans | 0.03% | New | 258,183 | $13.1M |
| WT Wealth Management | 3.85% | Reduce -0.4% | 256,087 | $13.0M |
| McCarthy & Cox | 3.37% | Add +7.8% | 253,859 | $12.9M |
| Blue Edge Capital, LLC | 1.91% | Reduce -0.6% | 252,955 | $12.8M |
| NewEdge Advisors, LLC | 0.07% | Reduce -4.3% | 251,548 | $12.8M |
| NBZ Investment Advisors LLC | 7.24% | Reduce -48.8% | 249,185 | $12.6M |
| Mutual Advisors, LLC | 0.31% | Add +5.9% | 243,925 | $12.4M |
| Financial Enhancement Group LLC | 1.77% | Reduce -9.6% | 244,449 | $12.4M |
| Medallion Wealth Advisors, LLC | 4.74% | Add +27.1% | 242,492 | $12.3M |
| Weaver Consulting Group | 3.38% | Add +4.2% | 241,026 | $12.2M |
| World Investment Advisors | 0.28% | Reduce -0.5% | 240,088 | $12.2M |
| Symphony Financial Services, Inc. | 7.11% | Reduce -8.8% | 234,355 | $11.9M |
| RiverTree Advisors, LLC | 7.90% | Add +11.0% | 231,880 | $11.8M |
| Scarborough Advisors, LLC | 2.33% | Add +14.6% | 231,478 | $11.7M |
| Mason & Associates Inc | 2.70% | Add +0.3% | 230,535 | $11.7M |
| Denver PWM, LLC | 3.57% | Add +7.9% | 225,355 | $11.4M |
| Santori & Peters, Inc. | 4.12% | Add +0.4% | 224,306 | $11.4M |
| Fortis Capital Management LLC | 1.76% | New | 222,138 | $11.3M |
| Carrera Capital Advisors | 2.26% | New | 220,813 | $11.2M |
| Atlas Private Wealth Advisors | 1.44% | Reduce -5.5% | 220,163 | $11.2M |
| Compass Financial Group, Inc. | 5.57% | Reduce -0.3% | 218,806 | $11.1M |
| Headinvest, LLC | 2.35% | Reduce -2.0% | 217,708 | $11.0M |
| Apollon Wealth Management, LLC | 0.22% | Reduce -12.8% | 217,696 | $11.0M |
| MRA Advisory Group | 5.06% | New | 212,675 | $10.8M |
| Ssi Investment Management LLC | 4.29% | Reduce -5.8% | 209,424 | $10.6M |
| L2 Asset Management, LLC | 1.74% | Add +11.9% | 209,229 | $10.6M |
| Flputnam Investment Management Co. | 0.18% | Add +218.9% | 208,028 | $10.6M |
| Secure Asset Management, LLC | 1.94% | Add +27.0% | 205,608 | $10.4M |
| Capitolis Liquid Global Markets LLC | 0.08% | New | 204,900 | $10.4M |
| IFG Advisory, LLC | 0.52% | Add +4.5% | 203,737 | $10.3M |
| Denver Wealth Management, Inc. | 4.27% | Reduce -11.4% | 203,400 | $10.3M |
| Blue Investment Partners LLC | 3.61% | Add +5.0% | 202,784 | $10.3M |
| Foundations Investment Advisors, LLC | 0.16% | Add +12.2% | 202,531 | $10.3M |
| SeaBridge Investment Advisors LLC | 1.88% | Add +25.2% | 199,220 | $10.1M |
| Magnus Financial Group LLC | 0.88% | Reduce -10.5% | 197,955 | $10.0M |
| PFG Advisors | 0.46% | Add +370.7% | 197,855 | $10.0M |
| Ifrah Financial Services, Inc. | 2.71% | Add +0.2% | 195,638 | $9.9M |
| Strategic Blueprint, LLC | 0.49% | Add +5.6% | 194,983 | $9.9M |
| Atlas Wealth LLC | 4.87% | Add +12.8% | 194,795 | $9.9M |
| Ameritas Investment Partners, Inc. | 0.31% | Add +5.7% | 190,731 | $9.7M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +21.2% | 188,561 | $9.6M |
| Oppenheimer & Co. Inc. | 0.13% | Add +27.8% | 186,330 | $9.5M |
| Harbour Investments, Inc. | 0.24% | Add +6.6% | 183,007 | $9.3M |
| Centaurus Financial, Inc. | 0.54% | Reduce -6.9% | 181,463 | $9.2M |
| Semmax Financial Advisors Inc. | 2.37% | Add +3.6% | 181,743 | $9.2M |
| Pathstone Holdings, LLC | 0.04% | New | 180,999 | $9.2M |
| Prasad Wealth Partners, LLC | 2.69% | Reduce -52.6% | 180,868 | $9.2M |
| Webster Bank, N. A. | 0.94% | Reduce -0.9% | 179,352 | $9.1M |
| Greenwich Wealth Management LLC | 0.44% | Reduce -4.3% | 178,996 | $9.1M |
| Paragon Advisors, LLC | 2.35% | Reduce -35.9% | 177,501 | $9.0M |
| GPS Wealth Strategies Group, LLC | 1.03% | Add +1.0% | 177,156 | $9.0M |
| Madison Asset Management, LLC | 0.10% | Reduce -54.4% | 175,548 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.8% | 173,078 | $8.8M |
| Comprehensive Financial Planning, Inc. | 6.79% | Add +2.9% | 169,797 | $8.6M |
| Courier Capital LLC | 0.52% | Add +19.5% | 168,900 | $8.6M |
| Petix & Botte Co | 2.10% | Add +15.5% | 168,879 | $8.6M |
| Advisory Services Network, LLC | 0.14% | Add +487.1% | 168,055 | $8.5M |
| Country Club Bank | 0.53% | Add +1.4% | 167,207 | $8.5M |
| Vista Investment Management | 3.03% | Add +3.3% | 161,139 | $8.2M |
| Magnolia Private Wealth, LLC | 6.33% | Add +11.8% | 160,842 | $8.2M |
| Integrated Advisors Network LLC | 0.37% | Reduce -79.9% | 160,009 | $8.1M |
| Beacon Harbor Wealth Advisors, Inc. | 2.01% | Reduce -10.5% | 158,425 | $8.0M |
| Lincoln Capital Corp. | 3.08% | Add +0.7% | 157,854 | $8.0M |
| TPG Financial Advisors, LLC | 3.18% | Add +52.2% | 156,754 | $8.0M |
| Quad-Cities Investment Group, LLC | 3.53% | Reduce -4.0% | 153,162 | $7.8M |
| RB Capital Management, LLC | 1.83% | Reduce -0.8% | 152,613 | $7.7M |
| Kingsview Wealth Management, LLC | 0.13% | Add +19.0% | 151,473 | $7.7M |
| Helium Advisors LLC | 4.86% | Add +3.7% | 151,416 | $7.7M |
| Sage Rhino Capital LLC | 1.62% | Reduce -8.0% | 150,905 | $7.7M |
| Generation Capital Management LLC | 6.06% | Add +8.4% | 150,901 | $7.7M |
| Tortoise Investment Management, LLC | 0.73% | Reduce -7.8% | 150,736 | $7.6M |
| Nilsine Partners, LLC | 0.77% | Add +1.8% | 149,554 | $7.6M |
| QVT Financial LP | 1.10% | New | 148,582 | $7.5M |
| Hall Capital Management Co. Inc. | 3.16% | Reduce -2.5% | 147,479 | $7.5M |
| Savant Capital, LLC | 0.05% | Add +0.0% | 144,105 | $7.3M |
| FORM Wealth Advisors, LLC | 0.88% | Reduce -53.1% | 143,817 | $7.3M |
| Northland Capital Management LLC | 4.46% | Reduce -8.4% | 142,599 | $7.2M |
| Creative Planning | 0.01% | Reduce -3.8% | 142,112 | $7.2M |
| Bowman & Co S.C. | 3.20% | Add +3.0% | 140,671 | $7.1M |
| Blackhawk Capital Partners, LLC | 3.29% | Add +12.9% | 140,660 | $7.1M |
| Sovran Advisors, LLC | 0.73% | Add +17.2% | 137,952 | $7.0M |
| IVC Wealth Advisors LLC | 3.39% | Add +13.2% | 137,003 | $7.0M |
| Whipplewood Advisors, LLC | 3.81% | Add +310490.9% | 136,660 | $6.9M |
| Eldridge Investment Advisors, Inc. | 1.45% | Reduce -0.7% | 137,212 | $6.9M |
| Dogwood Wealth Management LLC | 3.37% | Add +7.2% | 136,591 | $6.9M |
| Stephens Inc. | 0.09% | Add +3.3% | 135,480 | $6.9M |
| Westover Capital Advisors, LLC | 1.37% | Add +27.4% | 135,181 | $6.9M |
| Davis Investment Partners, LLC | 2.45% | Add +522.6% | 135,511 | $6.9M |
| Stonebridge Financial Group, LLC | 0.66% | Add +18.9% | 134,010 | $6.8M |
| HCR Wealth Advisors | 0.79% | Add +18.6% | 132,914 | $6.7M |
| Brown Wealth Management, LLC | 2.09% | Add +31.0% | 132,855 | $6.7M |
| Total Clarity Wealth Management, Inc. | 1.92% | Add +200.2% | 132,103 | $6.7M |
| Guardian Financial Partners, LLC | 3.01% | Add +4.3% | 132,052 | $6.7M |
| Argent Trust Co | 0.25% | Reduce -4.1% | 131,915 | $6.7M |
| Beverly Hills Private Wealth, LLC | 1.24% | Add +29.5% | 129,059 | $6.5M |
| CreativeOne Wealth, LLC | 0.17% | Add +1.2% | 128,649 | $6.5M |
| Bienville Capital Management, LLC | 1.28% | Reduce -39.2% | 127,831 | $6.5M |
| Cornerstone Wealth Group, LLC | 0.48% | Reduce -1.1% | 126,264 | $6.4M |
| Global Retirement Partners, LLC | 0.16% | — | 125,095 | $6.3M |
| Quadrature Capital Ltd | 0.11% | Add +1968.4% | 124,269 | $6.3M |
| Clear Creek Financial Management, LLC | 0.58% | Reduce -2.4% | 121,033 | $6.1M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -69.3% | 121,021 | $6.1M |
| Northeast Financial Group, Inc. | 1.94% | Add +2963.1% | 120,869 | $6.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -1.0% | 120,741 | $6.1M |
| AXS Investments LLC | 2.49% | Reduce -13.3% | 119,668 | $6.1M |
| Comerica Bank | 0.02% | Reduce -0.9% | 119,561 | $6.1M |
| Diversify Advisory Services, LLC | 0.23% | Reduce -19.6% | 118,019 | $6.0M |
| WESPAC Advisors SoCal, LLC | 1.33% | Add +29.5% | 117,310 | $6.0M |
| Black Swift Group, LLC | 1.19% | Reduce -6.5% | 116,475 | $5.9M |
| Clearview Wealth Advisors LLC | 4.11% | Reduce -1.1% | 116,240 | $5.9M |
| Schwallier Wealth Management LLC | 3.60% | Add +34.5% | 116,224 | $5.9M |
| Accordant Advisory Group Inc | 4.38% | Reduce -2.6% | 115,922 | $5.9M |
| Winnacle Wealth LLC | 4.38% | New | 115,922 | $5.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.28% | Add +2.8% | 115,756 | $5.9M |
| Anfield Capital Management, LLC | 1.93% | Reduce -0.8% | 114,835 | $5.8M |
| Benjamin Edwards Inc. | 0.07% | Reduce -3.5% | 113,968 | $5.8M |
| eCIO, Inc. | 2.43% | Add +9.4% | 113,515 | $5.8M |
| Harbor Investment Advisory, LLC | 0.51% | Add +5.9% | 112,884 | $5.7M |
| CPC Advisors, LLC | 0.72% | Add +0.3% | 112,408 | $5.7M |
| Paragon Capital Management Inc. | 4.33% | Reduce -0.4% | 111,919 | $5.7M |
| Curtis Advisory Group, LLC | 1.41% | Add +71.0% | 110,471 | $5.6M |
| Yarger Wealth Strategies, LLC | 2.91% | Reduce -10.1% | 109,839 | $5.6M |
| Apollon Financial, LLC | 1.15% | Add +8.3% | 107,819 | $5.5M |
| IFP Advisors, Inc | 0.15% | Add +9.3% | 106,416 | $5.4M |
| Stewardship Advisors, LLC | 1.36% | Add +0.2% | 105,850 | $5.4M |
| Fortis Group Advisors, LLC | 0.97% | Reduce -0.8% | 105,265 | $5.3M |
| Future Financial Wealth Managment LLC | 3.64% | Add +35.0% | 105,335 | $5.3M |
| Franklin Resources Inc. | 0.00% | New | 105,163 | $5.3M |
| Signal Advisors Wealth, LLC | 0.41% | Add +36.9% | 102,558 | $5.2M |
| Fusion Capital, LLC | 1.77% | Add +300.3% | 102,082 | $5.2M |
| MAI Capital Management | 0.04% | Add +4.0% | 101,578 | $5.2M |
| Cynosure Group, LLC | 0.57% | Reduce -30.1% | 98,714 | $5.0M |
| Cibc World Market Inc. | 0.01% | Reduce -42.7% | 97,825 | $5.0M |
| Crumly & Associates Inc. | 1.20% | Reduce -3.9% | 96,993 | $4.9M |
| AQR Capital Management | 0.00% | Reduce -19.3% | 95,044 | $4.8M |
| Mainsail Financial Group, LLC | 2.24% | New | 95,117 | $4.8M |
| Marshall Financial Group, LLC | 0.94% | Add +6.3% | 95,226 | $4.8M |
| Waverly Advisors, LLC | 0.05% | Reduce -45.5% | 94,509 | $4.8M |
| Auour Investments LLC | 1.65% | Reduce -2.8% | 94,369 | $4.8M |
| Three Magnolias Financial Advisors, LLC | 3.32% | Add +21.0% | 93,940 | $4.8M |
| Legacy Capital Group California, Inc. | 1.31% | Reduce -1.9% | 92,867 | $4.7M |
| Asset Allocation & Management Company, LLC | 2.20% | Reduce -33.6% | 92,836 | $4.7M |
| Cox Capital Mgt LLC | 3.20% | Reduce -7.1% | 92,339 | $4.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.36% | Reduce -84.5% | 92,100 | $4.7M |
| Wealthedge Investment Advisors, LLC | 1.95% | Reduce -0.1% | 91,767 | $4.7M |
| Trajan Wealth LLC | 0.23% | Reduce -4.7% | 91,203 | $4.6M |
| Ridgeline Wealth, LLC | 3.74% | Add +8.2% | 90,280 | $4.6M |
| Central Pacific Bank - Trust Division | 0.61% | Reduce -10.3% | 89,855 | $4.6M |
| OneAscent Wealth Management LLC | 1.67% | Reduce -19.7% | 89,551 | $4.5M |
| GatePass Capital, LLC | 3.03% | Add +17.1% | 88,935 | $4.5M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -10.9% | 88,741 | $4.5M |
| Whalen Wealth Management Inc. | 2.81% | Reduce -11.7% | 88,249 | $4.5M |
| LeClair Wealth Partners LLC | 3.02% | Add +5.3% | 87,736 | $4.5M |
| FAS Wealth Partners, Inc. | 0.33% | Reduce -1.7% | 87,276 | $4.4M |
| Sigma Planning Corp | 0.13% | Add +4.0% | 86,925 | $4.4M |
| One Capital Management, LLC | 0.15% | Add +1640.2% | 86,104 | $4.4M |
| USAdvisors Wealth Management, LLC | 1.60% | Reduce -0.8% | 84,971 | $4.3M |
| Tounjian Advisory Partners, LLC | 0.81% | Reduce -24.5% | 82,796 | $4.2M |
| Kintra Wealth, LLC | 2.51% | Reduce -25.1% | 82,101 | $4.2M |
| CRA Financial Services, LLC | 0.63% | Add +5.0% | 81,019 | $4.1M |
| Bulwark Capital Corp | 3.43% | — | 80,274 | $4.1M |
| J.Safra Asset Management Corp | 0.28% | Add +7.1% | 79,687 | $4.0M |
| Bard Associates Inc. | 1.29% | New | 78,863 | $4.0M |
| Hohimer Wealth Management, LLC | 0.71% | Reduce -7.8% | 77,906 | $4.0M |
| Innova Wealth Partners | 2.32% | Add +16.2% | 77,660 | $3.9M |
| Wealth Alliance, LLC | 0.43% | Add +7.1% | 76,182 | $3.9M |
| Precision Wealth Strategies, LLC | 1.24% | Reduce -7.3% | 74,978 | $3.8M |
| RPg Family Wealth Advisory, LLC | 1.01% | Add +5.3% | 74,918 | $3.8M |
| Kelly Financial Services LLC | 1.12% | Add +83.8% | 74,761 | $3.8M |
| Insigneo Advisory Services, LLC | 0.32% | Add +7.4% | 74,044 | $3.8M |
| waypoint wealth counsel | 1.86% | Reduce -60.4% | 73,792 | $3.7M |
| GeoWealth Management, LLC | 0.15% | Reduce -0.5% | 73,427 | $3.7M |
| Lido Advisors, LLC | 0.02% | Add +95.5% | 73,162 | $3.7M |
| Mattson Financial Services, LLC | 1.00% | Add +3.6% | 73,059 | $3.7M |
| Norden Group LLC | 0.40% | Reduce -46.0% | 72,623 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.30% | Add +15.2% | 72,460 | $3.7M |
| Sage Advisory Services, Ltd.Co. | 1.98% | Add +4.6% | 71,627 | $3.6M |
| Legacy Capital Wealth Partners, LLC | 0.81% | Add +0.5% | 69,981 | $3.6M |
| VestGen Advisors, LLC | 0.14% | Add +14.1% | 69,749 | $3.5M |
| Gotham Asset Management | 0.02% | No change | 69,121 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +5.9% | 68,486 | $3.5M |
| Viawealth, LLC | 2.04% | New | 67,934 | $3.4M |
| Traub Capital Management LLC | 3.17% | — | 67,553 | $3.4M |
| Camelot Portfolios, LLC | 2.03% | Reduce -14.1% | 66,663 | $3.4M |
| First International Bank & Trust | 1.15% | Reduce -5.4% | 65,008 | $3.3M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -1.1% | 64,681 | $3.3M |
| Brown Financial Advisors | 1.28% | Reduce -2.5% | 64,617 | $3.3M |
| NovaPoint Capital, LLC | 1.00% | Add +8.5% | 64,484 | $3.3M |
| RDA Financial Network | 0.88% | Add +4.1% | 64,227 | $3.3M |
| M.E. Allison & Co., Inc. | 2.58% | Reduce -4.6% | 63,244 | $3.2M |
| Inspire Advisors, LLC | 0.33% | Reduce -3.0% | 62,352 | $3.2M |
| Integrity Wealth Advisors, Inc. | 2.21% | Add +9.2% | 62,210 | $3.2M |
| Ehrlich Financial Group | 2.00% | Add +9.7% | 60,919 | $3.1M |
| Faithward Advisors, LLC | 0.48% | Add +3.6% | 60,674 | $3.1M |
| Goelzer Investment Management, Inc. | 0.17% | New | 60,452 | $3.1M |
| Beacon Financial Advisory LLC | 0.79% | Add +10.8% | 60,272 | $3.1M |
| Castle Wealth Management LLC | 1.10% | Add +256.8% | 59,836 | $3.0M |
| TFR Capital, LLC. | 1.09% | Add +9.8% | 59,244 | $3.0M |
| Ascentis Independent Advisors | 0.55% | Add +9.6% | 58,466 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +14.2% | 58,423 | $3.0M |
| Summit Financial Strategies, Inc. | 0.27% | Add +18.1% | 58,396 | $3.0M |
| Baker Avenue Asset Management, LP | 0.08% | Add +1.2% | 58,382 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Add +286.1% | 57,696 | $2.9M |
| Citizens National Bank Trust Department | 0.58% | Add +4.7% | 57,051 | $2.9M |
| MBA Advisors LLC | 1.33% | Reduce -5.8% | 56,899 | $2.9M |
| Empowered Funds, LLC | 0.03% | New | 56,744 | $2.9M |
| Watts Gwilliam & Co., LLC | 0.47% | Add +29.0% | 56,491 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +229.7% | 56,274 | $2.9M |
| Macroview Investment Management LLC | 2.27% | Add +2.9% | 54,535 | $2.8M |
| QTR Family Wealth, LLC | 1.71% | Add +8.0% | 54,339 | $2.8M |
| Alpine Bank Wealth Management | 0.41% | Reduce -51.2% | 53,663 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -8.4% | 53,605 | $2.7M |
| Fermata Advisors, LLC | 0.72% | Reduce -8.8% | 53,223 | $2.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.60% | Reduce -2.0% | 53,011 | $2.7M |
| Knights of Columbus Asset Advisors LLC | 0.16% | Add +633.3% | 52,575 | $2.7M |
| Arete Wealth Advisors, LLC | 0.19% | Add +33.9% | 52,239 | $2.7M |
| First Foundation Advisors | 0.10% | Add +10.0% | 52,041 | $2.6M |
| Absolute Capital Management, LLC | 1.32% | Add +128.5% | 51,884 | $2.6M |
| Valmark Advisers, Inc. | 0.04% | Add +35.4% | 51,533 | $2.6M |
| Gibbs Wealth Management | 0.49% | Add +18.0% | 50,087 | $2.5M |
| Integrity Investment Advisors, LLC | 1.95% | Add +9.8% | 50,077 | $2.5M |
| Simplicity Wealth,LLC | 0.11% | Reduce -21.5% | 49,908 | $2.5M |
| Asset Allocation Strategies LLC | 0.56% | Add +14.3% | 49,585 | $2.5M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +7.3% | 49,567 | $2.5M |
| Core Wealth Partners LLC | 1.28% | Reduce -25.4% | 49,498 | $2.5M |
| Copperwynd Financial, LLC | 0.62% | Add +1.0% | 49,084 | $2.5M |
| Financial Partners Group, Inc | 0.34% | Add +76.3% | 48,410 | $2.5M |
| Perigon Wealth Management, LLC | 0.06% | Add +18.3% | 47,738 | $2.4M |
| Cape Investment Advisory, Inc. | 0.88% | Reduce -1.5% | 47,452 | $2.4M |
| Sebold Capital Management, Inc. | 1.45% | Add +19.4% | 46,221 | $2.3M |
| Fifth Third Bancorp | 0.01% | Reduce -7.6% | 46,000 | $2.3M |
| Parsons Capital Management Inc. | 0.14% | Reduce -10.8% | 45,572 | $2.3M |
| StrongBox Wealth, LLC | 0.87% | Add +6.0% | 44,935 | $2.3M |
| Syon Capital LLC | 0.15% | New | 44,912 | $2.3M |
| Fourth Dimension Wealth, LLC | 0.96% | Add +38.4% | 44,901 | $2.3M |
| Mendel Money Management | 1.00% | Add +1.5% | 44,685 | $2.3M |
| Family Office Research LLC | 1.07% | Reduce -15.9% | 44,420 | $2.3M |
| Pennington Partners & Co., LLC | 1.21% | Add +314.7% | 44,319 | $2.2M |
| Regency Capital Management Inc.\DE | 1.17% | Reduce -5.3% | 43,953 | $2.2M |
| Ipsen Advisor Group LLC | 1.70% | Add +5.0% | 43,949 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +41.8% | 43,831 | $2.2M |
| Q3 Asset Management | 0.78% | New | 43,771 | $2.2M |
| Obsidian Cio, LLC | 0.32% | Add +10.5% | 43,559 | $2.2M |
| Focus Financial Network, Inc. | 0.09% | Reduce -27.1% | 43,274 | $2.2M |
| Founders Financial Securities LLC | 0.17% | Add +7.1% | 43,080 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +7.8% | 42,815 | $2.2M |
| Rossby Financial, LCC | 0.81% | Add +2.0% | 42,611 | $2.2M |
| tru Independence LLC | 0.62% | Add +3.7% | 42,219 | $2.1M |
| Arkadios Wealth Advisors | 0.06% | Reduce -5.4% | 41,754 | $2.1M |
| Aspen Wealth Strategies, LLC | 1.28% | Reduce -9.3% | 41,682 | $2.1M |
| Bank of Montreal | 0.00% | New | 40,586 | $2.1M |
| SteelPeak Wealth, LLC | 0.08% | Add +10.1% | 40,396 | $2.1M |
| Beck Capital Management, LLC | 0.51% | Add +5.3% | 39,957 | $2.0M |
| Heck Capital Advisors, LLC | 0.17% | Reduce -74.3% | 39,896 | $2.0M |
| Cabana LLC | 11.57% | New | 39,750 | $2.0M |
| Sierra Capital LLC | 0.23% | Add +525.9% | 39,654 | $2.0M |
| HB Wealth Management, LLC | 0.02% | Add +14.1% | 39,196 | $2.0M |
| Chris Bulman Inc | 1.13% | Reduce -5.8% | 39,147 | $2.0M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -4.0% | 38,949 | $2.0M |
| Cooper Financial Group | 0.23% | Reduce -0.1% | 38,473 | $2.0M |
| Paladin Wealth, LLC | 1.51% | Add +2.3% | 38,228 | $1.9M |
| Accel Wealth Management | 0.64% | Add +14.5% | 37,982 | $1.9M |
| Childress Capital Advisors, LLC | 0.48% | Reduce -22.9% | 37,840 | $1.9M |
| GTS Securities LLC | 0.08% | Add +157.4% | 37,375 | $1.9M |
| Andina Capital Management, LLC | 1.31% | Add +82.6% | 36,854 | $1.9M |
| Element Wealth, LLC | 0.85% | Add +12.2% | 36,589 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -5.9% | 36,375 | $1.8M |
| M Wealth Management, LLC | 1.69% | Reduce -56.5% | 36,195 | $1.8M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -5.2% | 35,978 | $1.8M |
| Channel Wealth LLC | 0.51% | Reduce -47.2% | 35,860 | $1.8M |
| Breakwater Capital Group | 0.30% | Reduce -65.4% | 35,762 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +0.2% | 35,379 | $1.8M |
| Two Sigma Securities, LLC | 0.22% | New | 35,246 | $1.8M |
| Cary Street Partners Financial LLC | 0.05% | Add +20.9% | 34,991 | $1.8M |
| E&G Advisors, LLC | 0.46% | No change | 34,965 | $1.8M |
| Leavell Investment Management, Inc. | 0.08% | Add +248.9% | 34,517 | $1.8M |
| BlueChip Wealth Advisors LLC | 0.72% | Reduce -37.1% | 34,303 | $1.7M |
| KPP Advisory Services LLC | 0.29% | Add +12.0% | 34,090 | $1.7M |
| WFA of San Diego, LLC | 1.28% | — | 34,085 | $1.7M |
| Meridian Investment Counsel Inc. | 0.47% | Reduce -2.0% | 33,700 | $1.7M |
| Calamos Advisors LLC | 0.01% | Add +197.3% | 33,569 | $1.7M |
| Parkwoods Wealth Partners, LLC | 0.98% | Add +41.2% | 33,530 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +32.2% | 33,270 | $1.7M |
| Lionshead Wealth Management, LLC | 1.55% | New | 32,994 | $1.7M |
| EdgeRock Capital LLC | 0.53% | Add +20.1% | 32,807 | $1.7M |
| Ethos Financial Group, LLC | 0.14% | Add +24.3% | 32,795 | $1.7M |
| 4WEALTH Advisors, Inc. | 1.73% | Add +8.3% | 32,773 | $1.7M |
| Segment Wealth Management, LLC | 0.11% | Reduce -3.5% | 32,640 | $1.7M |
| Banque Pictet & Cie SA | 0.02% | Add +3.2% | 32,320 | $1.6M |
| Darden Wealth Group Inc | 0.98% | Add +28.6% | 31,933 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Reduce -7.9% | 31,776 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.65% | Add +290.1% | 31,267 | $1.6M |
| HM Payson & Co. | 0.03% | No change | 31,103 | $1.6M |
| K.J. Harrison & Partners Inc | 0.26% | New | 31,000 | $1.6M |
| Community Bank, N.A. | 0.21% | Reduce -22.7% | 30,997 | $1.6M |
| Richmond Investment Services, LLC | 0.33% | Add +85.9% | 30,890 | $1.6M |
| Belpointe Asset Management LLC | 0.07% | Reduce -38.9% | 30,836 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Reduce -5.7% | 30,549 | $1.6M |
| Pullen Investment Management, LLC | 0.93% | Add +9.6% | 30,294 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -39.5% | 30,216 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +152.1% | 30,066 | $1.5M |
| Annex Advisory Services, LLC | 0.04% | Reduce -99.1% | 29,588 | $1.5M |
| Transce3nd, LLC | 0.63% | Add +30.5% | 29,348 | $1.5M |
| Almanack Investment Partners, LLC. | 0.24% | Reduce -42.6% | 29,151 | $1.5M |
| Quattro Financial Advisors LLC | 0.52% | Reduce -1.4% | 29,121 | $1.5M |
| Cozad Asset Management Inc. | 0.13% | Reduce -2.0% | 28,378 | $1.4M |
| Uptown Financial Advisors LLC | 1.34% | Reduce -3.4% | 28,355 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.39% | Add +4.4% | 28,216 | $1.4M |
| Sterneck Capital Management, LLC | 0.72% | Add +35.6% | 28,143 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -8.6% | 28,001 | $1.4M |
| Kennedy Investment Group, Inc. | 0.60% | Add +11.1% | 27,963 | $1.4M |
| Elevatus Welath Management | 0.47% | Reduce -87.7% | 27,953 | $1.4M |
| GK Wealth Management LLC | 1.40% | Add +302.3% | 27,817 | $1.4M |
| Detalus Advisors, LLC | 0.41% | Add +190.3% | 27,565 | $1.4M |
| StoneCrest Wealth Management, Inc. | 0.66% | Reduce -55.7% | 27,339 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +91.3% | 27,024 | $1.4M |
| Creative Financial Designs Inc. | 0.10% | Add +8.6% | 26,728 | $1.4M |
| ArrowMark Colorado Holdings LLC | 0.02% | Add +1.7% | 26,474 | $1.3M |
| Jefferies Financial Group Inc. | 0.02% | Add +20.8% | 26,389 | $1.3M |
| Laffer Tengler Investments, Inc. | 0.29% | Reduce -5.7% | 26,377 | $1.3M |
| Stratos Investment Management, LLC | 0.06% | Add +7.9% | 26,332 | $1.3M |
| Portside Wealth Group, LLC | 0.20% | Add +6.8% | 26,235 | $1.3M |
| Presidio Capital Management, LLC | 0.51% | Add +12.9% | 25,991 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +10.7% | 25,786 | $1.3M |
| Secured Retirement Advisors, LLC | 0.78% | Add +8.3% | 25,689 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +2.1% | 25,608 | $1.3M |
| AdvisorNet Financial, Inc | 0.08% | Add +11.3% | 25,245 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Add +1.6% | 25,140 | $1.3M |
| US Bancorp \de | 0.00% | Add +10.8% | 25,015 | $1.3M |
| Toth Financial Advisory Corp. | 0.15% | Add +4.1% | 24,899 | $1.3M |
| First Citizens Bank & Trust Co. | 0.02% | New | 24,842 | $1.3M |
| Elm3 Financial Group, LLC | 1.05% | Reduce -37.7% | 24,789 | $1.3M |
| Pasadena Private Wealth, LLC | 0.22% | Reduce -18.3% | 24,771 | $1.3M |
| Spire Wealth Management | 0.05% | Add +123.0% | 24,772 | $1.3M |
| Condor Capital Management | 0.11% | Reduce -3.0% | 24,751 | $1.3M |
| LexAurum Advisors, LLC | 0.19% | Reduce -23.0% | 23,889 | $1.2M |
| Winebrenner Capital Management LLC | 0.97% | Add +406.6% | 23,579 | $1.2M |
| Balance Wealth Partners LLC | 0.69% | Reduce -52.5% | 23,383 | $1.2M |
| Triumph Capital Management | 0.35% | Reduce -16.6% | 23,281 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.16% | No change | 23,120 | $1.2M |
| Verus Capital Partners, LLC | 0.10% | Add +12.8% | 23,050 | $1.2M |
| WCG Wealth Advisors LLC | 0.08% | New | 23,022 | $1.2M |
| Opal Wealth Advisors, LLC | 0.32% | Add +0.2% | 22,632 | $1.1M |
| Leo Wealth, LLC | 0.09% | Reduce -14.7% | 22,543 | $1.1M |
| Virtus Fixed Income Advisers, LLC | 1.15% | — | 22,510 | $1.1M |
| CI Investments Inc. | 0.00% | Add +31.0% | 22,165 | $1.1M |
| Betterment LLC | 0.00% | Add +9.9% | 22,052 | $1.1M |
| Kane Investment Management, Inc. | 0.57% | Reduce -19.7% | 21,447 | $1.1M |
| Hutchinson Financial Advisors, INC | 1.18% | — | 20,730 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +26.4% | 20,609 | $1.0M |
| Cora Capital Advisors LLC | 0.46% | Add +68.5% | 20,390 | $1.0M |
| Optivise Advisory Services LLC | 0.53% | Add +1.8% | 20,245 | $1.0M |
| Onyx Bridge Wealth Group LLC | 0.13% | New | 19,893 | $1.0M |
| Savvy Advisors, Inc. | 0.07% | Add +15.5% | 19,842 | $1.0M |
| Facet Wealth, Inc. | 0.02% | New | 19,731 | $1.0M |
| Scotia Capital Inc. | 0.00% | Add +4.3% | 19,662 | $998K |
| Qube Research & Technologies Ltd | 0.00% | Add +140.3% | 19,499 | $990K |
| Richard W. Paul & Associates, LLC | 0.35% | Reduce -1.2% | 19,029 | $966K |
| Continuum Advisory, LLC | 0.12% | Add +851.5% | 18,972 | $963K |
| Legacy Financial Strategies, LLC | 0.19% | Add +7.8% | 18,933 | $961K |
| Principal Securities, Inc. | 0.02% | Add +116.3% | 18,683 | $948K |
| Transamerica Financial Advisors, LLC | 0.09% | Reduce -3.0% | 18,322 | $930K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +14.9% | 18,234 | $925K |
| Castle Rock Wealth Management, LLC | 0.21% | Reduce -70.8% | 18,091 | $917K |
| Boyd Watterson Asset Management LLC | 0.29% | No change | 18,000 | $914K |
| Accurate Wealth Management, LLC | 0.14% | Add +3.5% | 17,544 | $888K |
| Howard Wealth Management, LLC | 0.45% | New | 17,445 | $885K |
| Curi Capital, LLC | 0.02% | Add +79.2% | 17,383 | $882K |
| Rise Advisors, LLC | 0.34% | Add +1.4% | 16,901 | $858K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -74.1% | 16,858 | $856K |
| CGN Advisors LLC | 0.08% | Add +39.4% | 16,844 | $855K |
| Lanark Financial, Inc. | 0.07% | Add +14.9% | 16,572 | $841K |
| Hobbs Group Advisors, LLC | 0.29% | Add +1.8% | 16,506 | $838K |
| Vantage Financial Partners, LLC | 0.19% | Reduce -80.0% | 16,491 | $837K |
| Wealth Management Partners, LLC | 0.29% | New | 16,450 | $832K |
| Prospera Financial Services Inc | 0.01% | Reduce -9.1% | 15,797 | $802K |
| Heritage Family Offices, LLP | 0.41% | Add +0.1% | 15,828 | $802K |
| Unique Wealth, LLC | 0.13% | Reduce -72.3% | 15,791 | $801K |
| Private Trust Co. NA | 0.08% | Add +67.8% | 15,699 | $797K |
| Woodard & Co. Asset Management Group Inc. | 0.15% | Reduce -14.7% | 15,688 | $796K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +26.2% | 15,400 | $782K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -1.0% | 15,261 | $774K |
| PFG Investments, LLC | 0.05% | Add +3.8% | 15,209 | $772K |
| Summit Investment Advisors, Inc. | 0.64% | Add +0.7% | 15,263 | $772K |
| BOS Asset Management, LLC | 0.25% | Add +2.4% | 15,139 | $768K |
| PAX Financial Group, LLC | 0.14% | Add +0.1% | 14,770 | $750K |
| CAP Partners, LLC | 0.47% | Add +21.1% | 14,710 | $747K |
| Impact Partnership Wealth, LLC | 0.14% | New | 14,659 | $744K |
| Leelyn Smith, LLC | 0.12% | Reduce -1.8% | 14,461 | $734K |
| Transatlantique Private Wealth LLC | 0.27% | Add +28.1% | 14,243 | $723K |
| Choreo, LLC | 0.01% | Reduce -21.0% | 14,079 | $715K |
| LifeGoal Investments, LLC | 0.67% | New | 13,832 | $702K |
| Bolthouse Investments, LLC | 0.69% | Reduce -71.3% | 13,787 | $700K |
| NWF Advisory Services Inc. | 0.08% | Reduce -2.8% | 13,785 | $700K |
| LaSalle St. Investment Advisors, LLC | 0.19% | Add +24.3% | 13,619 | $691K |
| Napa Wealth Management | 0.33% | Reduce -3.9% | 13,612 | $691K |
| Essex Financial Services, Inc. | 0.04% | Reduce -0.7% | 13,511 | $686K |
| Kelleher Financial Advisors | 0.24% | Add +33.2% | 13,487 | $684K |
| Endeavor Private Wealth, Inc. | 0.32% | Add +86.7% | 13,451 | $683K |
| Regions Financial Corp. | 0.00% | Add +115.6% | 13,381 | $679K |
| Quadrant Private Wealth Management, LLC | 0.14% | Add +66.5% | 13,298 | $675K |
| Ruggaard & Associates LLC | 0.27% | Add +1.3% | 13,215 | $671K |
| SAM Advisors, LLC | 0.23% | Reduce -13.4% | 13,075 | $664K |
| Avid Wealth Partners LLC | 0.37% | Reduce -63.6% | 12,869 | $653K |
| KG Capital Management | 0.19% | Add +91.6% | 12,763 | $648K |
| CW Advisors, LLC | 0.01% | Add +49.2% | 12,635 | $641K |
| Millennium Capital Advisors, LLC | 0.43% | Add +25.9% | 12,595 | $639K |
| Drucker Wealth 3.0, LLC | 0.12% | New | 12,625 | $639K |
| Leuthold Group, LLC | 0.08% | Reduce -93.1% | 12,516 | $635K |
| Townsquare Capital LLC | 0.06% | Reduce -98.5% | 12,330 | $626K |
| Main Street Financial Solutions, LLC | 0.05% | Add +11.2% | 12,282 | $623K |
| Seelaus Asset Management LLC | 0.54% | Add +0.9% | 11,836 | $601K |
| Graham Capital Wealth Management, LLC | 0.67% | Add +15.3% | 11,690 | $593K |
| Insight Wealth Strategies, LLC | 0.07% | Reduce -96.8% | 11,684 | $591K |
| Flow Traders U.S. LLC | 0.02% | Reduce -63.7% | 11,505 | $584K |
| Idaho Trust Co | 0.21% | Reduce -2.6% | 11,447 | $581K |
| Quantum Portfolio Management LLC | 0.28% | Reduce -28.8% | 11,400 | $579K |
| Fisher Asset Management | 0.00% | New | 11,286 | $573K |
| American Trust | 0.05% | New | 11,081 | $562K |
| Muirfield Wealth Advisors LLC | 0.45% | Add +7.1% | 11,038 | $560K |
| Calton & Associates, Inc. | 0.10% | Add +109.3% | 11,014 | $559K |
| Euro Pacific Asset Management, LLC | 0.09% | No change | 10,985 | $557K |
| Vertex Planning Partners, LLC | 0.11% | Reduce -46.2% | 10,742 | $545K |
| Apexium Financial, LP | 0.03% | New | 10,592 | $538K |
| Golden State Wealth Management, LLC | 0.06% | Add +2458.1% | 10,437 | $530K |
| National Bank of Canada | 0.00% | Add +17.6% | 10,428 | $529K |
| Elios Financial Group Inc. | 0.24% | Add +14.9% | 10,379 | $527K |
| Sequent Planning LLC | 0.16% | Add +7.2% | 10,090 | $512K |
| Wesbanco Bank Inc. | 0.02% | No change | 10,000 | $508K |
| River Street Advisors LLC | 0.22% | New | 9,994 | $507K |
| Sterling Investment Advisors, Ltd. | 0.11% | New | 9,890 | $502K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 9,856 | $500K |
| Kingdom Financial Group LLC. | 0.43% | New | 9,788 | $497K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +3.3% | 9,747 | $495K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -48.0% | 9,649 | $490K |
| Brighton Jones LLC | 0.01% | New | 9,465 | $480K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -10.1% | 9,354 | $475K |
| Quantinno Capital Management LP | 0.00% | Add +9.4% | 9,341 | $474K |
| Eagle Global Advisors LLC | 0.02% | Add +41.5% | 9,340 | $474K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -84.9% | 9,202 | $467K |
| Ieq Capital, LLC | 0.00% | Reduce -22.6% | 9,025 | $458K |
| Key Financial Inc | 0.09% | No change | 8,980 | $456K |
| BTS Asset Management, Inc. | 0.54% | Reduce -2.5% | 8,906 | $452K |
| Western Wealth Management, LLC | 0.03% | Reduce -74.4% | 8,813 | $447K |
| Keystone Financial Group | 0.04% | Add +39.8% | 8,808 | $447K |
| A. D. Beadell Investment Counsel, Inc. | 0.34% | Add +3.4% | 8,800 | $446K |
| Colonial River Investments, LLC | 0.19% | Add +58.2% | 8,808 | $446K |
| Planned Solutions, Inc. | 0.17% | Add +29.4% | 8,740 | $444K |
| First Heartland Consultants, Inc. | 0.04% | Add +21.0% | 8,726 | $443K |
| Mosaic Financial Group, LLC | 0.34% | Add +0.8% | 8,679 | $440K |
| International Assets Investment Management, LLC | 0.04% | Add +0.3% | 8,598 | $436K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 8,500 | $431K |
| Running Point Capital Advisors, LLC | 0.12% | No change | 8,345 | $424K |
| Lloyd Advisory Services, LLC. | 0.20% | Add +13.4% | 8,265 | $419K |
| Pallas Capital Advisors LLC | 0.02% | Add +0.1% | 8,135 | $413K |
| Snowden Capital Advisors LLC | 0.01% | Add +8.8% | 8,036 | $408K |
| Accredited Investor Services, LLC | 0.31% | No change | 8,018 | $407K |
| Pine Harbor Wealth Management, LLC | 0.14% | Reduce -2.1% | 7,929 | $402K |
| Sunpointe, LLC | 0.16% | New | 7,861 | $399K |
| Captrust Financial Advisors | 0.00% | Reduce -3.1% | 7,839 | $398K |
| Signet Financial Management, LLC | 0.05% | New | 7,767 | $394K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -0.2% | 7,763 | $394K |
| Sargent Investment Group, LLC | 0.05% | New | 7,730 | $391K |
| Howard Bailey Securities, LLC | 0.12% | Reduce -9.1% | 7,657 | $389K |
| Circle Wealth Management, LLC | 0.01% | Add +41.6% | 7,657 | $389K |
| Principle Wealth Partners LLC | 0.02% | Add +65.2% | 7,630 | $387K |
| Summit Wealth Group LLC / Co. | 0.10% | — | 7,599 | $386K |
| Invst, LLC | 0.05% | New | 7,538 | $383K |
| Raleigh Capital Management Inc. | 0.16% | Reduce -8.1% | 7,521 | $382K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +4.9% | 7,517 | $381K |
| Emerald Advisors, LLC | 0.05% | Reduce -22.1% | 7,497 | $380K |
| Balboa Wealth Partners | 0.08% | Add +1.1% | 7,401 | $376K |
| Columbia Advisory Partners LLC | 0.28% | Reduce -5.3% | 7,353 | $373K |
| Diversified Portfolios, Inc. | 0.04% | New | 7,334 | $372K |
| Bridgewater Advisors Inc. | 0.03% | No change | 7,286 | $370K |
| Spectrum Wealth Advisory Group, LLC | 0.17% | Reduce -33.3% | 7,178 | $364K |
| BlackDiamond Wealth Management, LLC | 0.21% | Add +1.2% | 7,171 | $363K |
| Freestate Advisors LLC | 0.32% | New | 7,051 | $358K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +48.4% | 7,048 | $358K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +31.9% | 7,039 | $357K |
| Perennial Investment Advisors, LLC | 0.03% | Add +26.4% | 7,038 | $357K |
| Rothschild Wealth LLC | 0.09% | New | 7,032 | $357K |
| Wedmont Private Capital | 0.02% | Add +0.3% | 7,026 | $356K |
| Csenge Advisory Group | 0.02% | Reduce -0.2% | 6,990 | $355K |
| Bailard, Inc. | 0.01% | Add +0.5% | 6,938 | $352K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -96.0% | 6,935 | $352K |
| Heritage Oak Wealth Advisors LLC | 0.14% | Reduce -75.8% | 6,925 | $351K |
| Fourpath Capital Management, LLC | 0.06% | Reduce -34.0% | 6,881 | $349K |
| Summit X, LLC | 0.06% | New | 6,843 | $347K |
| Allworth Financial LP | 0.00% | Add +60.4% | 6,688 | $339K |
| Avantra Family Wealth, Inc. | 0.28% | New | 6,631 | $337K |
| Kovack Advisors, Inc. | 0.03% | Add +27.3% | 6,624 | $336K |
| Corient Private Wealth LP | 0.00% | Reduce -98.1% | 6,479 | $329K |
| Whittier Trust Co. | 0.00% | No change | 6,447 | $327K |
| Brookwood Investment Group LLC | 0.05% | New | 6,409 | $325K |
| Novem Group | 0.04% | Add +7.0% | 6,382 | $324K |
| Mayfair Advisory Group, LLC | 0.15% | Reduce -11.3% | 6,254 | $317K |
| Triad Wealth Partners, LLC | 0.06% | Reduce -3.1% | 6,141 | $312K |
| Visionary Wealth Advisors | 0.02% | New | 6,105 | $310K |
| Revisor Wealth Management LLC | 0.11% | New | 6,040 | $306K |
| Family Investment Center, Inc. | 0.07% | Reduce -93.8% | 6,006 | $305K |
| Millstone Evans Group, LLC | 0.21% | Add +714.7% | 5,988 | $304K |
| Haverford Financial Services, Inc. | 0.09% | Add +2.7% | 5,958 | $302K |
| Pinebridge Investments, L.P. | 0.00% | No change | 5,901 | $299K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -28.6% | 5,898 | $299K |
| IronOak Wealth LLC. | 0.29% | — | 5,884 | $299K |
| Trust Co. of Oklahoma | 0.10% | No change | 5,882 | $299K |
| Modera Wealth Management, LLC | 0.00% | New | 5,824 | $296K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -58.2% | 5,817 | $295K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Reduce -42.6% | 5,777 | $293K |
| Fiducient Advisors LLC | 0.03% | No change | 5,605 | $284K |
| Madison Wealth Partners, Inc | 0.06% | Add +2.4% | 5,605 | $284K |
| Cwm, LLC | 0.00% | Reduce -23.5% | 5,581 | $283K |
| Intrepid Financial Planning Group LLC | 0.12% | New | 5,548 | $282K |
| Crewe Advisors LLC | 0.04% | Add +204.6% | 5,534 | $281K |
| XML Financial, LLC | 0.02% | Reduce -6.8% | 5,500 | $279K |
| KWB Wealth | 0.03% | New | 5,414 | $275K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 5,359 | $272K |
| Wealthcare Capital Partners, LLC | 0.14% | Add +27.4% | 5,353 | $272K |
| TRUE Private Wealth Advisors | 0.03% | New | 5,341 | $271K |
| YHB Investment Advisors, Inc. | 0.02% | Add +23.1% | 5,270 | $267K |
| Alliance Wealth Advisors, LLC | 0.06% | Add +4.4% | 5,173 | $263K |
| Root Financial Partners, LLC | 0.03% | New | 5,159 | $262K |
| WESPAC Advisors, LLC | 0.18% | Reduce -61.1% | 5,121 | $260K |
| World Equity Group, Inc. | 0.07% | Reduce -11.9% | 5,053 | $256K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.1% | 5,039 | $256K |
| Wealth Watch Advisors, INC | 0.15% | New | 5,000 | $254K |
| Founders Financial Alliance, LLC | 0.06% | New | 5,000 | $254K |
| Providence First Trust Co | 0.09% | New | 4,974 | $252K |
| Alteri Wealth LLC | 0.10% | Add +14.9% | 4,889 | $248K |
| Belvedere Trading LLC | 0.02% | New | 4,744 | $241K |
| Burney Co./ | 0.01% | New | 4,670 | $237K |
| Omnitrust Wealth Management, Inc | 0.28% | — | 4,654 | $235K |
| TCFG Wealth Management, LLC | 0.11% | Reduce -11.6% | 4,621 | $235K |
| First Financial Group Corp | 0.23% | No change | 4,620 | $234K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,610 | $234K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 4,584 | $233K |
| Advisor Resource Council | 0.11% | Reduce -95.7% | 4,571 | $232K |
| Wellspring Financial Advisors, LLC | 0.02% | No change | 4,440 | $225K |
| Financial Connections Group, Inc. | 0.09% | New | 4,449 | $225K |
| D.A. Davidson & Co. | 0.00% | No change | 4,388 | $223K |
| Sound Income Strategies, LLC | 0.01% | Add +707.0% | 4,277 | $217K |
| Titleist Asset Management, LLC | 0.02% | Add +1.2% | 4,262 | $216K |
| ZEGA Investments, LLC | 0.05% | New | 4,114 | $209K |
| CoreCap Advisors, LLC | 0.01% | Add +58.3% | 4,048 | $205K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -11.9% | 4,044 | $205K |
| Redwood Investment Management, LLC | 0.02% | Reduce -17.8% | 4,038 | $205K |
| John W. Brooker & Co., CPAs | 0.48% | New | 4,045 | $205K |
| HBW Advisory Services LLC | 0.03% | New | 4,024 | $204K |
| Arrowroot Family Office, LLC | 0.09% | — | 4,017 | $204K |
| Searle & Co. | 0.06% | New | 4,000 | $203K |
| Ibex Wealth Advisors | 0.02% | New | 4,000 | $203K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.4% | 3,944 | $200K |
| Ninety One UK Ltd | 0.00% | No change | 2,691 | $137K |
| Ameriflex Group, Inc. | 0.06% | Add +1.2% | 2,381 | $121K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 2,225 | $113K |
| Clearstead Trust, LLC | 0.02% | Add +2625.0% | 2,180 | $111K |
| Elequin Capital, LP | 0.03% | New | 2,091 | $106K |
| UMB Bank, n.a. | 0.00% | New | 2,047 | $104K |
| Financial Network Wealth Advisors LLC | 0.12% | Reduce -2.5% | 2,003 | $102K |
| Stephens Consulting, LLC | 0.02% | No change | 2,000 | $102K |
| Cove Street Capital, LLC | 0.14% | Reduce -29.6% | 1,900 | $96K |
| Global Trust Asset Management, LLC | 0.05% | No change | 1,868 | $95K |
| Quest 10 Wealth Builders, Inc. | 0.08% | Reduce -0.4% | 1,623 | $82K |
| Westside Investment Management, Inc. | 0.01% | New | 1,372 | $70K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -13.2% | 1,340 | $68K |
| TCTC Holdings, LLC | 0.00% | No change | 1,196 | $61K |
| Heritage Wealth Advisors | 0.00% | Add +1.4% | 1,179 | $60K |
| Rosenberg Matthew Hamilton | 0.01% | Add +8.5% | 1,152 | $58K |
| Parallel Advisors, LLC | 0.00% | Add +124.8% | 1,151 | $58K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1000.0% | 1,100 | $56K |
| Horizon Investments, LLC | 0.00% | No change | 1,011 | $51K |
| First Horizon Advisors, Inc. | 0.00% | Add +63.8% | 981 | $50K |
| HFM Investment Advisors, LLC | 0.02% | Reduce -4.0% | 946 | $48K |
| Larson Financial Group LLC | 0.00% | New | 911 | $46K |
| SouthState Bank Corp | 0.00% | Reduce -76.8% | 900 | $46K |
| Beacon Capital Management, LLC | 0.01% | Add +25.5% | 798 | $40K |
| Gables Capital Management Inc. | 0.02% | No change | 778 | $39K |
| Concord Wealth Partners | 0.00% | Reduce -11.0% | 640 | $32K |
| Bessemer Group Inc. | 0.00% | New | 597 | $30K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 501 | $25K |
| Aspect Partners, LLC | 0.01% | New | 467 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -84.4% | 458 | $23K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 449 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 360 | $18K |
| Legacy Investment Solutions, LLC | 0.01% | — | 350 | $18K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -84.0% | 350 | $18K |
| Park Square Financial Group, LLC | 0.01% | Reduce -68.0% | 342 | $17K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -91.7% | 289 | $15K |
| Financial Gravity Companies, Inc. | 0.00% | — | 286 | $15K |
| Capital A Wealth Management, LLC | 0.16% | Add +6975.0% | 283 | $14K |
| Hantz Financial Services, Inc. | 0.00% | No change | 269 | $14K |
| Silicon Valley Capital Partners | 0.00% | New | 241 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 217 | $11K |
| Simplex Trading, LLC | 0.00% | New | 225 | $11K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 200 | $10K |
| Dunhill Financial, LLC | 0.00% | New | 200 | $10K |
| Decker Retirement Planning Inc. | 0.01% | New | 197 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 184 | $9K |
| Joseph Group Capital Management | 0.00% | New | 183 | $9K |
| LRI Investments, LLC | 0.00% | No change | 168 | $9K |
| JNBA Financial Advisors | 0.00% | Add +32.8% | 166 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 162 | $8K |
| AlphaCore Capital LLC | 0.00% | Add +0.8% | 135 | $7K |
| Quaker Wealth Management, LLC | 0.00% | — | 120 | $6K |
| TD Private Client Wealth LLC | 0.00% | Add +12.9% | 96 | $5K |
| Trust Co. of Toledo NA | 0.00% | New | 91 | $5K |
| Avion Wealth | 0.00% | No change | 84 | $4K |
| NFSG Corp | 0.00% | New | 60 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $3K |
| Essential Partners LLC | 0.00% | — | 47 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -40.0% | 45 | $2K |
| EPG Wealth Management LLC | 0.00% | New | 32 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 16 | $812 |
| Creative Capital Management Investments LLC | 0.00% | No change | 8 | $406 |
| Luminist Capital LLC | 0.00% | New | 6 | $303 |
| Affinity Wealth LLC | 0.00% | New | 5 | $254 |
| Citigroup Inc. | 0.00% | New | 1 | $51 |
"% 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.