Janus Henderson Aaa Clo ETFJAAAETF

13F holders, Q3 2025 (September 30)
787holders +15
78new positions
53sold out
4famous investors
$50.78avg. 13F price*

At the end of Q3 2025, 787 institutions reported holding Janus Henderson Aaa Clo ETF (JAAA) in their 13F filings, up 15 from Q2 2025. 78 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($1.8B), Allianz Investment Management U.S. LLC ($1.3B) and Morgan Stanley ($1.1B). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Janus Henderson Aaa Clo ETF
Filed as
JANUS DETROIT STR TR (Q3 2025)
CUSIP
47103U845
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 369Q1 2024Q2 2024: 481Q2 2024Q3 2024: 554Q3 2024Q4 2024: 675Q4 2024Q1 2025: 747Q1 2025Q2 2025: 772Q2 2025Q3 2025: 787Q3 2025Q4 2025: 845Q4 2025Q1 2026: 841Q1 2026Q2 2026: 906Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions78$494.6M
Exits53$193.1M

All 13F filers, Q2 2025 → Q3 2025: 73,340,658 shares bought and 15,569,473 shares sold, net +57,771,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 787 holders

Bank of America Corp. 0.13% Add +0.9% 34,685,646 $1.8B
Allianz Investment Management U.S. LLC 49.18% Add +38.5% 25,923,332 $1.3B
Morgan Stanley 0.07% Add +6.7% 22,514,387 $1.1B
Corebridge Financial, Inc. 59.52% Add +2108.9% 21,780,009 $1.1B
LPL Financial LLC 0.19% Add +12.9% 12,867,373 $653.4M
Nuveen, LLC 0.16% Add +178.4% 11,853,000 $601.9M
Wells Fargo & Company 0.08% Add +3.9% 8,132,013 $412.9M
NorthCoast Asset Management LLC 1.55% Add +3.4% 7,818,805 $397.0M
Envestnet Asset Management Inc. 0.11% Add +2.5% 7,352,021 $373.3M
Raymond James Financial Inc. 0.11% Add +1.0% 6,807,570 $345.7M
UBS Group AG 0.06% Add +1.1% 6,479,683 $329.0M
Barings LLC 5.96% New 6,000,000 $304.7M
Keybank National Association 0.82% Add +6.0% 4,608,768 $234.0M
Royal Bank of Canada 0.04% Add +25.4% 4,550,321 $231.1M
Cetera Investment Advisers 0.26% Add +10.7% 4,354,450 $221.1M
HighTower Advisors, LLC 0.24% Reduce -4.1% 4,108,152 $208.6M
Goldman Sachs Group Inc. 0.03% Add +2266.4% 4,095,803 $208.0M
Arch Capital Group LTD. 68.13% No change 3,941,665 $200.2M
Sage Mountain Advisors LLC 10.88% Reduce -4.7% 3,739,330 $189.9M
Charles Schwab Investment Management Inc. 0.03% Add +2.3% 3,629,432 $184.3M
Midland Wealth Advisors, LLC 9.14% Reduce -3.0% 3,364,617 $170.9M
Signaturefd, LLC 2.60% Add +4.3% 3,245,471 $164.8M
Osaic Holdings, Inc. 0.21% Add +3.8% 2,921,951 $148.5M
JPMorgan Chase & Co. 0.01% Add +243.9% 2,889,215 $146.7M
Invesco Ltd. 0.02% Reduce -8.3% 2,852,500 $144.8M
Wealth Enhancement Advisory Services, LLC 0.21% Reduce -33.8% 2,682,986 $135.8M
RiverFront Investment Group, LLC 2.32% Add +1.2% 2,603,126 $132.2M
1900 Wealth Management LLC 8.91% Add +26.5% 2,588,234 $131.4M
Modern Wealth Management, LLC 2.56% Add +12.5% 2,551,175 $129.5M
AE Wealth Management LLC 0.78% Add +7.2% 2,416,358 $122.7M
Truist Financial Corp. 0.16% Add +5.7% 2,307,507 $117.2M
Kestra Advisory Services, LLC 0.51% Add +5.7% 2,205,095 $112.0M
Mariner, LLC 0.14% Add +12.9% 2,174,728 $110.4M
Renaissance Technologies 0.14% Add +40.4% 2,122,200 $107.8M
TruWealth Advisors, LLC 5.23% Reduce -17.9% 2,038,013 $103.5M
Inspirion Wealth Advisors, LLC 14.13% Add +34.1% 1,984,889 $101.0M
Cambridge Investment Research Advisors, Inc. 0.26% Add +9.6% 1,891,196 $96.0M
Advisors Management Group Inc. 15.70% Add +2.1% 1,761,998 $89.5M
Janus Henderson Group PLC 0.04% Add +16.5% 1,739,529 $88.3M
Simon Quick Advisors, LLC 3.93% Reduce -0.6% 1,712,802 $87.0M
Brookstone Capital Management 1.03% Add +2.1% 1,702,972 $86.5M
Haverford Trust Co 0.77% Add +93.4% 1,686,162 $85.6M
Commerce Bank 0.47% Add +4.3% 1,652,216 $83.9M
Advance Capital Management, Inc. 3.35% Reduce -52.8% 1,521,408 $77.3M
Janney Montgomery Scott LLC 0.18% Add +9.4% 1,517,499 $77.1M
Merit Financial Group, LLC 0.70% Add +75.1% 1,492,094 $75.8M
Private Advisor Group, LLC 0.37% Add +28.8% 1,491,101 $75.7M
Stifel Financial Corp. 0.06% Add +14.5% 1,387,703 $70.5M
Kestra Investment Management, LLC 1.85% Add +8.2% 1,358,664 $69.0M
Obermeyer Wealth Partners 3.18% Add +7.3% 1,337,136 $67.9M
Ameriprise Financial Inc. 0.01% Add +2784.1% 1,234,821 $62.7M
Gradient Investments LLC 0.99% Add +7.7% 1,164,354 $59.1M
Advisor OS, LLC 5.09% Add +21.2% 1,161,409 $59.0M
MJP Associates Inc. 7.48% Add +14.6% 1,118,541 $56.8M
Adventist Health System Sunbelt Healthcare Corp. 2.41% Add +1086.2% 1,092,500 $55.5M
Atwood & Palmer Inc. 3.17% Add +0.7% 1,064,256 $54.0M
Commonwealth Equity Services, LLC 0.07% Add +14.2% 1,022,612 $51.9M
Sanctuary Advisors, LLC 0.29% Add +13.8% 998,710 $50.7M
&partners 0.31% Reduce -9.1% 959,145 $48.7M
Bank of New York Mellon Corp 0.01% Add +32.6% 943,088 $47.9M
Evergreen Capital Management LLC 1.11% Reduce -2.4% 921,812 $46.8M
Fragasso Financial Advisors Inc 2.90% Add +6.6% 917,282 $46.4M
Destiny Wealth Partners, LLC 5.69% Add +5.3% 913,944 $46.4M
Delphi Financial Group, Inc. 24.66% No change 846,695 $43.0M
Great Valley Advisor Group, Inc. 0.83% Add +35.7% 818,438 $41.6M
St Germain D J Co. Inc. 1.64% Add +1.9% 805,662 $40.9M
Flaharty Asset Management, LLC 5.18% Add +17.9% 801,915 $40.7M
Traphagen Investment Advisors LLC 3.14% Add +7.4% 719,289 $36.5M
Hilton Capital Management, LLC 2.84% Reduce -53.5% 690,407 $35.1M
Sowell Financial Services LLC 1.29% Add +3.7% 664,177 $33.7M
Bridgewealth Advisory Group, LLC 7.81% Reduce -2.3% 662,978 $33.7M
New England Private Wealth Advisors LLC 4.39% Reduce -2.5% 655,864 $33.3M
FMR LLC 0.00% Reduce -1.5% 650,991 $33.1M
Ancora Advisors LLC 0.66% Add +18.9% 649,986 $33.0M
CX Institutional 0.99% Add +6.1% 643,187 $32.7M
Syntegra Private Wealth Group, LLC 2.96% Reduce -2.1% 618,500 $31.4M
Evercore Wealth Management, LLC 0.46% Add +79.7% 614,328 $31.2M
Rockefeller Capital Management L.P. 0.06% Reduce -0.2% 604,759 $30.7M
Endurance Services Ltd 5.10% No change 600,000 $30.5M
Nottingham Advisors, Inc. 4.19% Add +11.3% 594,104 $30.2M
BlackRock, Inc. 0.00% Reduce -64.3% 590,722 $30.0M
Bensler, LLC 3.05% Add +13.2% 578,218 $29.4M
Drake & Associates, LLC 6.14% Add +17.9% 579,797 $29.3M
Aprio Wealth Management, LLC 2.90% Add +16.6% 574,411 $29.2M
Baird Financial Group, Inc. 0.05% Add +26.3% 573,067 $29.1M
SPC Financial, Inc. 2.19% Add +2.9% 551,449 $28.0M
Cornerstone Advisors Asset Management, LLC 4.88% Add +1.2% 549,637 $27.9M
MML Investors Services, LLC 0.07% Add +9.5% 538,684 $27.4M
Albion Financial Group 1.64% Add +6.8% 533,910 $27.1M
TT Capital Management LLC 20.65% Reduce -1.9% 532,196 $27.0M
Stratos Wealth Partners, LTD. 0.32% Add +4.7% 523,541 $26.6M
49 Wealth Management, LLC 2.50% Reduce -15.6% 522,291 $26.5M
Leslie Global Wealth, LLC 12.44% New 522,167 $26.5M
Clearstead Advisors, LLC 0.39% Add +3.3% 521,530 $26.5M
Foster & Motley Inc. 1.42% Add +17.7% 517,135 $26.3M
J.W. Cole Advisors, Inc. 0.50% Add +8.7% 514,904 $26.1M
Barclays PLC 0.01% New 512,318 $26.0M
Arax Advisory Partners 0.37% Add +5.7% 510,081 $25.9M
Beacon Capital Management, Inc. 1.22% New 504,210 $25.6M
Members Capital Advisors Inc. 29.09% No change 498,236 $25.3M
Kestra Private Wealth Services, LLC 0.33% Add +3.2% 491,444 $25.0M
Cornerstone Advisory, LLC 2.45% Reduce -2.6% 490,554 $24.9M
Waldron Private Wealth LLC 1.00% Reduce -8.6% 487,339 $24.7M
Equitable Holdings, Inc. 0.17% Add +14.0% 462,318 $23.5M
Mgo One Seven LLC 0.54% Reduce -0.3% 460,600 $23.4M
Exchange Traded Concepts, LLC 0.22% Reduce -32.9% 458,762 $23.3M
Pictet North America Advisors SA 2.13% Reduce -26.9% 448,382 $22.8M
Highline Wealth Partners LLC 6.12% Reduce -11.7% 448,028 $22.8M
Knott David M Jr 9.31% Reduce -11.6% 437,754 $22.2M
Rehmann Capital Advisory Group 1.21% Add +4.2% 434,640 $22.1M
Carrera Capital Advisors 3.94% Add +96.0% 432,895 $22.0M
Independent Financial Group, LLC 0.52% Add +11.9% 422,866 $21.5M
PFS Partners, LLC 10.16% Add +10.9% 420,697 $21.4M
Border to Coast Pensions Partnership Ltd 0.35% Reduce -33.3% 400,000 $20.3M
Divergent Planning, LLC 5.29% Add +2.9% 393,494 $19.9M
Ameritas Advisory Services, LLC 1.30% Reduce -54.6% 391,001 $19.9M
Mraz, Amerine & Associates, Inc. 3.04% Add +6.7% 383,841 $19.5M
Atria Investments, Inc 0.22% Add +1.7% 382,461 $19.4M
Interchange Capital Partners, LLC 3.80% Add +15.3% 382,060 $19.4M
Atlantic Edge Private Wealth Management, LLC 4.92% Add +22.4% 377,062 $19.1M
Great Point Wealth Advisors, LLC 3.59% — 376,309 $19.1M
Aaron Wealth Advisors LLC 1.13% Add +4.7% 369,604 $18.8M
Northcape Wealth Management, LLC 5.48% Add +4.7% 369,320 $18.8M
Allen Capital Group, LLC 1.78% Add +8.5% 367,651 $18.7M
Sovereign Investment Advisors, LLC 5.03% Add +0.5% 363,144 $18.4M
Bogart Wealth, LLC 0.75% Add +2.9% 362,249 $18.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +35.0% 360,897 $18.3M
Sanchez Wealth Management Group 4.04% Add +10.3% 358,692 $18.2M
Pine Valley Investments Ltd Liability Co 0.95% Add +5.3% 358,519 $18.2M
Orion Capital Management LLC 6.15% Add +34.4% 347,547 $17.6M
Mason & Associates Inc 3.50% Add +48.3% 341,813 $17.4M
Geneos Wealth Management Inc. 0.43% Reduce -14.8% 335,345 $17.0M
Three Cord True Wealth Management, LLC 11.29% Add +3.6% 328,638 $16.7M
Members Advisory Group LLC 5.87% Reduce -19.6% 327,117 $16.6M
Tower Wealth Partners, Inc. 9.06% Add +0.5% 324,681 $16.5M
Firethorn Wealth Partners, LLC 6.43% Add +0.0% 321,414 $16.3M
Citadel Advisors 0.01% Add +19.6% 311,094 $15.8M
Per Stirling Capital Management, LLC. 1.88% Add +7.5% 308,948 $15.7M
Concurrent Investment Advisors, LLC 0.27% Add +8.1% 307,599 $15.6M
Silver Oak Securities, Incorporated 1.17% Add +1.1% 306,751 $15.6M
Webster Bank, N. A. 1.46% Add +66.6% 298,723 $15.2M
Signature Wealth Management Partners, LLC 7.88% Add +5.5% 296,350 $15.0M
1 North Wealth Services LLC 6.07% Add +0.2% 291,735 $14.8M
Fortis Capital Management LLC 2.08% Add +31.1% 291,148 $14.8M
Twin Focus Capital Partners, LLC 1.87% Add +1.1% 290,057 $14.7M
Hidden Cove Wealth Management, LLC 9.57% Add +2.2% 285,347 $14.5M
One Charles Private Wealth Services, LLC 3.74% Add +2.2% 280,117 $14.2M
Apollon Wealth Management, LLC 0.25% Add +28.6% 280,042 $14.2M
360 Financial, Inc. 4.56% New 279,279 $14.2M
Medallion Wealth Advisors, LLC 4.97% Add +13.7% 275,692 $14.0M
McCarthy & Cox 3.14% Add +6.8% 271,117 $13.8M
RFG Advisory, LLC 0.28% Reduce -31.7% 268,324 $13.6M
Wealthcare Advisory Partners LLC 0.28% Add +1.9% 267,781 $13.6M
Mutual Advisors, LLC 0.29% Add +6.0% 258,575 $13.1M
Scarborough Advisors, LLC 2.30% Add +11.1% 257,193 $13.1M
NewEdge Advisors, LLC 0.06% Add +2.1% 256,719 $13.0M
L2 Asset Management, LLC 1.83% Add +19.2% 249,314 $12.7M
Weaver Consulting Group 3.22% Add +3.4% 249,180 $12.7M
WT Wealth Management 3.63% Reduce -3.0% 248,403 $12.6M
Santori & Peters, Inc. 4.48% Add +10.0% 246,823 $12.5M
NBZ Investment Advisors LLC 6.55% Reduce -1.1% 246,405 $12.5M
World Investment Advisors 0.26% Add +2.6% 246,281 $12.5M
Financial Enhancement Group LLC 1.65% Reduce -0.4% 243,500 $12.3M
RiverTree Advisors, LLC 7.65% Add +1.4% 235,090 $11.9M
Nilsine Partners, LLC 1.07% Add +57.1% 234,932 $11.9M
SeaBridge Investment Advisors LLC 1.93% Add +17.4% 233,830 $11.9M
MRA Advisory Group 5.16% Add +9.5% 232,830 $11.8M
National Bank of Canada 0.01% Add +2074.2% 226,728 $11.5M
Denver PWM, LLC 3.57% No change 225,355 $11.4M
PFG Advisors 0.46% Add +12.2% 221,946 $11.3M
Atlas Wealth LLC 4.75% Add +12.6% 219,416 $11.1M
Castle Wealth Management LLC 3.73% Add +263.3% 217,411 $11.0M
Headinvest, LLC 2.28% Reduce -0.2% 217,245 $11.0M
Waverly Advisors, LLC 0.11% Add +127.6% 215,068 $10.9M
IFG Advisory, LLC 0.49% Add +5.2% 214,234 $10.9M
Secure Asset Management, LLC 1.79% Add +4.1% 214,083 $10.8M
Compass Financial Group, Inc. 4.84% Reduce -3.0% 212,267 $10.8M
Ssi Investment Management LLC 4.06% Add +1.0% 211,519 $10.7M
Denver Wealth Management, Inc. 3.91% Add +2.9% 209,220 $10.6M
Signal Advisors Wealth, LLC 0.96% Add +103.8% 208,970 $10.6M
Ameritas Investment Partners, Inc. 0.32% Add +8.8% 207,536 $10.5M
Paragon Advisors, LLC 2.71% Add +16.2% 206,196 $10.5M
Strategic Blueprint, LLC 0.46% Add +5.4% 205,557 $10.4M
Symphony Financial Services, Inc. 5.60% Reduce -12.5% 205,048 $10.4M
Oppenheimer & Co. Inc. 0.13% Add +9.7% 204,306 $10.4M
Steward Partners Investment Advisory, LLC 0.06% Reduce -29.2% 202,904 $10.3M
Northland Capital Management LLC 5.98% Add +41.2% 201,326 $10.2M
Harbour Investments, Inc. 0.23% Add +8.9% 199,227 $10.1M
Ifrah Financial Services, Inc. 2.60% Add +0.8% 197,198 $10.0M
Hennion & Walsh Asset Management, Inc. 0.36% Reduce -30.0% 195,399 $9.9M
Petix & Botte Co 2.27% Add +14.7% 193,700 $9.8M
IHT Wealth Management, LLC 0.25% Reduce -46.1% 191,608 $9.7M
Smith, Moore & Co. 0.74% Reduce -38.7% 191,308 $9.7M
Foundations Investment Advisors, LLC 0.14% Reduce -6.1% 190,244 $9.7M
Cynosure Group, LLC 1.05% Add +92.5% 189,981 $9.6M
Prasad Wealth Partners, LLC 2.68% Add +4.7% 189,334 $9.6M
Advisory Services Network, LLC 0.14% Add +11.8% 187,967 $9.5M
Fusion Capital, LLC 2.75% Add +82.7% 186,481 $9.5M
Centaurus Financial, Inc. 0.44% Add +2.1% 185,259 $9.4M
Courier Capital LLC 0.54% Add +9.5% 185,001 $9.4M
Magnus Financial Group LLC 0.73% Reduce -8.1% 181,908 $9.2M
GPS Wealth Strategies Group, LLC 0.97% Add +2.6% 181,733 $9.2M
Greenwich Wealth Management LLC 0.45% Reduce -1.0% 177,216 $9.0M
Total Clarity Wealth Management, Inc. 2.37% Add +32.9% 175,527 $8.9M
Vista Investment Management 3.10% Add +8.5% 174,787 $8.9M
Bard Associates Inc. 2.34% Add +120.0% 173,503 $8.8M
TPG Financial Advisors, LLC 3.27% Add +10.2% 172,672 $8.8M
Kingsview Wealth Management, LLC 0.13% Add +13.7% 172,181 $8.7M
Comprehensive Financial Planning, Inc. 5.88% Reduce -0.4% 169,046 $8.6M
Beacon Harbor Wealth Advisors, Inc. 1.99% Add +6.1% 168,049 $8.5M
Whipplewood Advisors, LLC 5.56% Add +21.7% 166,366 $8.4M
Regent Peak Wealth Advisors LLC 1.68% — 165,174 $8.4M
Sovran Advisors, LLC 0.74% Add +19.4% 164,767 $8.4M
Country Club Bank 0.49% Reduce -2.7% 162,673 $8.3M
U.S. Capital Wealth Advisors, LLC 0.22% Reduce -58.3% 162,446 $8.2M
Lincoln Capital Corp. 2.97% Add +2.9% 162,439 $8.2M
Ehrenkranz Partners L.P. 7.18% — 161,261 $8.2M
Blackhawk Capital Partners, LLC 3.13% Add +12.8% 158,607 $8.1M
Bienville Capital Management, LLC 1.53% Add +23.8% 158,287 $8.0M
Atlas Private Wealth Advisors 1.94% Reduce -29.1% 156,000 $7.9M
HCR Wealth Advisors 0.81% Add +16.8% 155,179 $7.9M
Flputnam Investment Management Co. 0.12% Reduce -26.6% 152,593 $7.7M
Tortoise Investment Management, LLC 0.69% Add +1.2% 152,580 $7.7M
Magnolia Private Wealth, LLC 5.67% Reduce -5.3% 152,333 $7.7M
Generation Capital Management LLC 5.57% Add +0.4% 151,572 $7.7M
Cibc World Market Inc. 0.02% Add +54.3% 150,949 $7.7M
Visionary Wealth Advisors 0.36% Add +2360.2% 150,196 $7.6M
Dogwood Wealth Management LLC 3.46% Add +9.7% 149,846 $7.6M
IVC Wealth Advisors LLC 3.40% Add +9.2% 149,654 $7.6M
Northeast Financial Group, Inc. 1.89% Add +23.7% 149,483 $7.6M
RB Capital Management, LLC 1.65% Reduce -2.1% 149,454 $7.6M
Westover Capital Advisors, LLC 1.40% Add +9.9% 148,613 $7.5M
QVT Financial LP 0.86% No change 148,582 $7.5M
Hall Capital Management Co. Inc. 2.97% Add +0.5% 148,229 $7.5M
Blue Edge Capital, LLC 1.07% Reduce -41.6% 147,724 $7.5M
Davis Investment Partners, LLC 2.55% Add +9.1% 147,772 $7.5M
Sage Rhino Capital LLC 1.44% Reduce -3.1% 146,153 $7.4M
Brown Wealth Management, LLC 2.08% Add +9.7% 145,682 $7.4M
CreativeOne Wealth, LLC 0.18% Add +13.2% 145,668 $7.4M
Stonebridge Financial Group, LLC 0.65% Add +8.3% 145,083 $7.4M
Seven Mile Advisory 1.20% New 144,507 $7.3M
Quad-Cities Investment Group, LLC 3.12% Reduce -5.9% 144,104 $7.3M
Bowman & Co S.C. 3.08% Add +1.8% 143,164 $7.3M
Savant Capital, LLC 0.04% Reduce -1.7% 141,593 $7.2M
Comerica Bank 0.03% Add +18.3% 141,381 $7.2M
Black Swift Group, LLC 1.26% Add +21.1% 141,080 $7.2M
Creative Planning 0.01% Reduce -1.4% 140,117 $7.1M
Capital Investment Advisory Services, LLC 0.56% Add +92.9% 139,748 $7.1M
Apollon Financial, LLC 1.16% Add +27.4% 137,338 $7.0M
Stephens Inc. 0.09% Add +0.2% 135,693 $6.9M
Guardian Financial Partners, LLC 2.88% Add +2.0% 134,635 $6.8M
Eldridge Investment Advisors, Inc. 1.54% Reduce -3.1% 132,934 $6.8M
Integrity Wealth Advisors, Inc. 2.37% Add +109.0% 129,993 $6.6M
Envestnet Portfolio Solutions, Inc. 0.02% Add +7.6% 129,876 $6.6M
Argent Trust Co 0.23% Reduce -1.8% 129,610 $6.6M
Jones Financial Companies LLLP 0.00% Add +129.7% 129,234 $6.6M
Integrated Wealth Concepts LLC 0.06% Reduce -54.8% 126,924 $6.4M
Harbor Investment Advisory, LLC 0.53% Add +12.3% 126,754 $6.4M
North Ground Capital 3.95% New 126,667 $6.4M
HRT Financial LP 0.02% New 125,971 $6.4M
Clearview Wealth Advisors LLC 4.08% Add +8.0% 125,499 $6.4M
WESPAC Advisors SoCal, LLC 1.29% Add +6.5% 124,980 $6.3M
Schwallier Wealth Management LLC 3.93% Add +6.8% 124,092 $6.3M
eCIO, Inc. 2.34% Add +8.7% 123,364 $6.3M
Wealthedge Investment Advisors, LLC 2.35% Add +33.2% 122,244 $6.2M
Yarger Wealth Strategies, LLC 2.83% Add +10.7% 121,631 $6.2M
Fortis Group Advisors, LLC 1.06% Add +14.7% 120,766 $6.1M
Future Financial Wealth Managment LLC 3.85% Add +14.2% 120,293 $6.1M
Beverly Hills Private Wealth, LLC 1.08% Reduce -7.4% 119,456 $6.1M
Gotham Asset Management 0.03% Add +71.3% 118,416 $6.0M
Clear Creek Financial Management, LLC 0.52% Reduce -2.3% 118,231 $6.0M
IFP Advisors, Inc 0.16% Add +10.5% 117,629 $6.0M
Paragon Capital Management Inc. 4.45% Add +4.7% 117,140 $5.9M
CPC Advisors, LLC 0.62% Add +3.5% 116,330 $5.9M
Summit Financial, LLC 0.09% New 115,320 $5.9M
Tidal Investments LLC 0.02% New 114,619 $5.8M
Sunbelt Securities, Inc. 0.39% New 112,603 $5.7M
Stewardship Advisors, LLC 1.34% Add +5.8% 111,963 $5.7M
Accordant Advisory Group Inc 3.84% Reduce -4.0% 111,282 $5.7M
Anfield Capital Management, LLC 1.65% Reduce -3.6% 110,659 $5.6M
Ridgeline Wealth, LLC 4.11% Add +21.5% 109,721 $5.6M
Curtis Advisory Group, LLC 1.26% Reduce -0.8% 109,639 $5.6M
Moneta Group Investment Advisors LLC 0.04% New 109,345 $5.6M
Integrated Advisors Network LLC 0.23% Reduce -32.6% 107,772 $5.5M
Global Retirement Partners, LLC 0.12% Reduce -14.8% 106,616 $5.4M
Franklin Resources Inc. 0.00% Add +0.0% 105,171 $5.3M
Diversify Advisory Services, LLC 0.18% Reduce -10.6% 105,546 $5.3M
AXS Investments LLC 1.63% Reduce -14.7% 102,117 $5.2M
VestGen Advisors, LLC 0.17% Add +46.0% 101,820 $5.2M
Marshall Financial Group, LLC 1.00% Add +6.4% 101,333 $5.1M
MAI Capital Management 0.03% Reduce -0.5% 101,105 $5.1M
State of Tennessee, Department of Treasury 0.02% New 100,000 $5.1M
Three Magnolias Financial Advisors, LLC 3.15% Add +6.2% 99,773 $5.1M
Knights of Columbus Asset Advisors LLC 0.29% Add +88.2% 98,941 $5.0M
Orion Porfolio Solutions, LLC 0.04% Reduce -47.5% 98,895 $5.0M
Leavell Investment Management, Inc. 0.21% Add +185.8% 98,659 $5.0M
AQR Capital Management 0.00% Add +3.1% 97,989 $5.0M
Crumly & Associates Inc. 1.08% Reduce -0.2% 96,820 $4.9M
Whalen Wealth Management Inc. 2.86% Add +9.2% 96,390 $4.9M
LeClair Wealth Partners LLC 3.02% Add +8.9% 95,565 $4.9M
GatePass Capital, LLC 2.85% Add +7.4% 95,550 $4.9M
Cox Capital Mgt LLC 3.16% Add +3.1% 95,196 $4.8M
Mainsail Financial Group, LLC 2.06% Reduce -0.8% 94,324 $4.8M
Viawealth, LLC 2.60% Add +38.2% 93,900 $4.8M
White Pine Investment CO 1.13% New 93,748 $4.8M
Central Pacific Bank - Trust Division 0.60% Add +3.6% 93,115 $4.7M
Legacy Capital Group California, Inc. 1.20% Reduce -0.1% 92,759 $4.7M
Kelly Financial Services LLC 1.21% Add +23.4% 92,288 $4.7M
Innova Wealth Partners 2.53% Add +18.8% 92,245 $4.7M
Auour Investments LLC 1.52% Reduce -2.7% 91,852 $4.7M
Farther Finance Advisors, LLC 0.07% Reduce -72.7% 91,488 $4.6M
Asset Allocation & Management Company, LLC 1.94% Reduce -3.2% 89,836 $4.6M
Helium Advisors LLC 3.81% Reduce -40.7% 89,755 $4.6M
Prospera Financial Services Inc 0.08% Add +467.8% 89,702 $4.6M
Bell Bank 0.20% New 89,414 $4.5M
Bulwark Capital Corp 3.50% Add +10.4% 88,653 $4.5M
CRA Financial Services, LLC 0.62% Add +9.3% 88,560 $4.5M
Sigma Planning Corp 0.13% Add +1.8% 88,465 $4.5M
Accel Wealth Management 1.30% Add +131.4% 87,881 $4.5M
J.Safra Asset Management Corp 0.27% Add +9.2% 86,989 $4.4M
Benjamin Edwards Inc. 0.05% Reduce -24.1% 86,495 $4.4M
Citigroup Inc. 0.00% Add +8605300.0% 86,054 $4.4M
Lionshead Wealth Management, LLC 3.46% Add +160.2% 85,863 $4.4M
OneDigital Investment Advisors LLC 0.04% Reduce -3.7% 85,465 $4.3M
OneAscent Wealth Management LLC 1.43% Reduce -6.3% 83,937 $4.3M
Capitolis Liquid Global Markets LLC 0.03% Reduce -59.1% 83,700 $4.3M
Goelzer Investment Management, Inc. 0.23% Add +38.3% 83,632 $4.2M
Rothschild Wealth LLC 0.92% Add +1082.6% 83,163 $4.2M
M.E. Allison & Co., Inc. 2.93% Add +30.3% 82,409 $4.2M
Ausdal Financial Partners, Inc. 0.20% Add +39.7% 81,641 $4.1M
Lido Advisors, LLC 0.02% Add +11.5% 81,550 $4.1M
Pathstone Holdings, LLC 0.02% Reduce -55.8% 79,999 $4.1M
waypoint wealth counsel 1.60% Add +8.0% 79,722 $4.0M
Traub Capital Management LLC 4.00% Add +17.9% 79,643 $4.0M
USAdvisors Wealth Management, LLC 1.39% Reduce -6.8% 79,205 $4.0M
Natixis Advisors, LLC 0.01% Add +36.6% 78,798 $4.0M
Mattson Financial Services, LLC 0.94% Add +5.5% 77,047 $3.9M
Absolute Capital Management, LLC 1.67% Add +47.7% 76,628 $3.9M
FAS Wealth Partners, Inc. 0.26% Reduce -12.3% 76,515 $3.9M
Empowered Funds, LLC 0.04% Add +35.4% 76,812 $3.9M
Sage Advisory Services, Ltd.Co. 2.01% Add +5.5% 75,580 $3.8M
Verdence Capital Advisors LLC 0.22% New 75,459 $3.8M
RPg Family Wealth Advisory, LLC 0.83% Reduce -0.5% 74,518 $3.8M
Legacy Capital Wealth Partners, LLC 0.81% Add +4.9% 73,404 $3.7M
Assetmark, Inc. 0.01% Add +167.7% 72,343 $3.7M
Trajan Wealth LLC 0.16% Reduce -20.7% 72,334 $3.7M
Valmark Advisers, Inc. 0.05% Add +39.8% 72,017 $3.7M
Almanack Investment Partners, LLC. 0.56% Add +145.5% 71,557 $3.6M
Kintra Wealth, LLC 2.04% Reduce -13.3% 71,139 $3.6M
RDA Financial Network 0.88% Add +9.9% 70,583 $3.6M
TFR Capital, LLC. 1.19% Add +18.4% 70,171 $3.6M
Hohimer Wealth Management, LLC 0.50% Reduce -10.3% 69,902 $3.5M
Wealth Alliance, LLC 0.36% Reduce -10.3% 68,375 $3.5M
MBA Advisors LLC 1.48% Add +20.1% 68,350 $3.5M
NovaPoint Capital, LLC 0.84% Add +5.1% 67,765 $3.4M
Brown Financial Advisors 1.27% Add +4.7% 67,662 $3.4M
Summit Financial Strategies, Inc. 0.29% Add +15.2% 67,245 $3.4M
Winebrenner Capital Management LLC 2.43% Add +182.7% 66,656 $3.4M
Nations Financial Group Inc, /Ia/ 0.21% Add +34.0% 66,433 $3.4M
Ashton Thomas Private Wealth, LLC 0.09% Add +1.6% 65,748 $3.3M
Millennium Capital Advisors, LLC 1.99% Add +414.2% 64,768 $3.3M
Faithward Advisors, LLC 0.49% Add +6.6% 64,693 $3.3M
Financial Partners Group, Inc 0.41% Add +33.2% 64,483 $3.3M
Calamos Advisors LLC 0.02% Add +91.3% 64,213 $3.3M
Camelot Portfolios, LLC 1.89% Reduce -5.8% 62,822 $3.2M
GeoWealth Management, LLC 0.12% Reduce -15.4% 62,107 $3.2M
Baker Avenue Asset Management, LP 0.08% Add +6.0% 61,884 $3.1M
Inspire Advisors, LLC 0.30% Reduce -1.1% 61,633 $3.1M
Gladstone Institutional Advisory LLC 0.11% Add +9.4% 58,638 $3.0M
Beacon Financial Advisory LLC 0.68% Reduce -3.8% 57,970 $2.9M
Citizens National Bank Trust Department 0.52% Add +0.1% 57,126 $2.9M
Norden Group LLC 0.29% Reduce -21.4% 57,078 $2.9M
Integrity Investment Advisors, LLC 1.90% Add +12.7% 56,422 $2.9M
StrongBox Wealth, LLC 0.97% Add +25.4% 56,331 $2.9M
First Foundation Advisors 0.10% Add +7.3% 55,825 $2.8M
Macroview Investment Management LLC 2.13% Add +2.3% 55,767 $2.8M
Maridea Wealth Management LLC 0.44% New 55,541 $2.8M
Watts Gwilliam & Co., LLC 0.45% Reduce -2.1% 55,274 $2.8M
Insigneo Advisory Services, LLC 0.20% Reduce -25.7% 55,030 $2.8M
Precision Wealth Strategies, LLC 0.90% Reduce -26.9% 54,820 $2.8M
First International Bank & Trust 0.96% Reduce -16.1% 54,571 $2.8M
Fourth Dimension Wealth, LLC 1.04% Add +19.4% 53,634 $2.7M
Regency Capital Management Inc.\DE 1.28% Add +20.9% 53,126 $2.7M
Cadent Capital Advisors, LLC 0.71% New 52,779 $2.7M
Cornerstone Wealth Group, LLC 0.18% Reduce -58.3% 52,699 $2.7M
Alpine Bank Wealth Management 0.37% Reduce -2.8% 52,175 $2.6M
QTR Family Wealth, LLC 1.25% Reduce -4.4% 51,930 $2.6M
HUB Investment Partners, LLC 0.10% New 51,841 $2.6M
Ascentis Independent Advisors 0.44% Reduce -12.0% 51,455 $2.6M
Core Wealth Partners LLC 1.20% Add +3.5% 51,256 $2.6M
Arete Wealth Advisors, LLC 0.16% Reduce -2.6% 50,890 $2.6M
Dynamic Advisor Solutions LLC 0.07% Add +15.7% 50,694 $2.6M
Bank of Montreal 0.00% Add +23.8% 50,258 $2.6M
Elevation Point Wealth Partners, LLC 0.17% Add +2114.6% 49,275 $2.5M
Cooper Financial Group 0.27% Add +27.1% 48,894 $2.5M
Fifth Third Bancorp 0.01% Add +5.3% 48,436 $2.5M
Pennington Partners & Co., LLC 1.16% Add +8.3% 47,983 $2.4M
Founders Financial Securities LLC 0.16% Add +10.7% 47,681 $2.4M
Syon Capital LLC 0.13% Add +6.0% 47,625 $2.4M
Sierra Capital LLC 0.26% Add +19.7% 47,483 $2.4M
Facet Wealth, Inc. 0.05% Add +137.3% 46,816 $2.4M
Two Sigma Securities, LLC 0.35% Add +32.5% 46,689 $2.4M
Obsidian Cio, LLC 0.31% Add +6.3% 46,327 $2.4M
Fermata Advisors, LLC 0.59% Reduce -13.5% 46,057 $2.3M
Guggenheim Capital LLC 0.02% Add +38.4% 46,043 $2.3M
Ipsen Advisor Group LLC 1.68% Add +4.5% 45,937 $2.3M
Prevail Innovative Wealth Advisors, LLC 0.45% Reduce -13.9% 45,652 $2.3M
Mendel Money Management 0.97% Add +1.7% 45,437 $2.3M
Rossby Financial, LCC 0.77% Add +6.9% 45,555 $2.3M
AdvisorNet Financial, Inc 0.13% Add +78.2% 44,988 $2.3M
Arkadios Wealth Advisors 0.06% Add +7.6% 44,946 $2.3M
Perigon Wealth Management, LLC 0.05% Reduce -6.1% 44,813 $2.3M
Focus Financial Network, Inc. 0.08% Add +2.6% 44,405 $2.3M
Asset Allocation Strategies LLC 0.44% Reduce -11.1% 44,059 $2.2M
American Trust 0.19% Add +295.1% 43,776 $2.2M
tru Independence LLC 0.56% Add +0.7% 42,524 $2.2M
SteelPeak Wealth, LLC 0.07% Add +4.8% 42,322 $2.1M
Darden Wealth Group Inc 1.12% Add +32.4% 42,278 $2.1M
Aspen Wealth Strategies, LLC 1.19% Add +0.7% 41,992 $2.1M
Park Avenue Securities LLC 0.02% Add +31.7% 41,863 $2.1M
Paladin Wealth, LLC 1.53% Add +8.6% 41,525 $2.1M
Breakwater Capital Group 0.31% Add +15.2% 41,204 $2.1M
KMG Fiduciary Partners, LLC 0.14% New 40,588 $2.1M
Siligmueller & Norvid Wealth Advisors LLC 0.91% Reduce -65.6% 39,795 $2.0M
Gibbs Wealth Management 0.45% Reduce -21.8% 39,163 $2.0M
Andina Capital Management, LLC 1.12% Add +5.6% 38,910 $2.0M
Cabana LLC 12.00% Reduce -2.8% 38,643 $2.0M
Advisors Asset Management, Inc. 0.03% Reduce -0.9% 38,584 $2.0M
GK Wealth Management LLC 1.44% Add +36.8% 38,065 $1.9M
Ehrlich Financial Group 1.14% Reduce -37.7% 37,971 $1.9M
Onyx Bridge Wealth Group LLC 0.21% Add +89.2% 37,646 $1.9M
EdgeRock Capital LLC 0.53% Add +14.7% 37,618 $1.9M
Beck Capital Management, LLC 0.44% Reduce -6.1% 37,525 $1.9M
Tounjian Advisory Partners, LLC 0.64% Reduce -54.7% 37,474 $1.9M
Parkwoods Wealth Partners, LLC 0.65% Add +11.7% 37,439 $1.9M
Parsons Capital Management Inc. 0.11% Reduce -18.2% 37,259 $1.9M
E&G Advisors, LLC 0.44% Add +6.2% 37,115 $1.9M
B. Riley Wealth Advisors, Inc. 0.09% Add +1.4% 36,889 $1.9M
Verus Capital Partners, LLC 0.14% Add +58.5% 36,534 $1.9M
Ethos Financial Group, LLC 0.14% Add +10.3% 36,167 $1.8M
Savvy Advisors, Inc. 0.08% Add +81.5% 36,020 $1.8M
Pullen Investment Management, LLC 0.99% Add +18.7% 35,948 $1.8M
Howard Wealth Management, LLC 0.84% Add +105.3% 35,812 $1.8M
Element Wealth, LLC 0.79% Reduce -2.5% 35,683 $1.8M
Avid Wealth Partners LLC 0.90% Add +175.8% 35,491 $1.8M
Cary Street Partners Financial LLC 0.05% Add +1.4% 35,465 $1.8M
Valeo Financial Advisors, LLC 0.04% New 35,078 $1.8M
4WEALTH Advisors, Inc. 1.62% Add +5.5% 34,585 $1.8M
Detalus Advisors, LLC 0.45% Add +25.3% 34,536 $1.8M
Koshinski Asset Management, Inc. 0.12% Reduce -5.0% 34,178 $1.7M
WFA of San Diego, LLC 1.18% Reduce -0.1% 34,037 $1.7M
Synovus Financial Corp. 0.02% New 33,183 $1.7M
Family Office Research LLC 0.74% Reduce -25.4% 33,137 $1.7M
M Wealth Management, LLC 1.47% Reduce -8.8% 32,995 $1.7M
Segment Wealth Management, LLC 0.10% Add +0.8% 32,890 $1.7M
Banque Pictet & Cie SA 0.02% Add +1.7% 32,860 $1.7M
Focus Partners Wealth 0.00% Reduce -7.4% 32,772 $1.7M
Stratos Investment Management, LLC 0.07% Add +23.9% 32,619 $1.7M
ShoreHaven Wealth Partners, LLC 0.60% Add +2.0% 31,879 $1.6M
HM Payson & Co. 0.02% Add +1.6% 31,603 $1.6M
Channel Wealth LLC 0.43% Reduce -12.5% 31,385 $1.6M
Kennedy Investment Group, Inc. 0.63% Add +11.9% 31,292 $1.6M
Community Bank, N.A. 0.19% Add +0.9% 31,283 $1.6M
Bleakley Financial Group, LLC 0.04% Add +11.0% 31,077 $1.6M
Laffer Tengler Investments, Inc. 0.30% Add +17.6% 31,023 $1.6M
K.J. Harrison & Partners Inc 0.22% No change 31,000 $1.6M
Chris Bulman Inc 0.78% Reduce -21.3% 30,825 $1.6M
Robertson Stephens Wealth Management, LLC 0.05% Add +1.4% 30,627 $1.6M
Elevatus Welath Management 0.44% Add +8.5% 30,332 $1.5M
PCG Wealth Advisors, LLC 0.45% New 30,217 $1.5M
Cozad Asset Management Inc. 0.12% Add +6.2% 30,138 $1.5M
Impact Partnership Wealth, LLC 0.23% Add +105.1% 30,061 $1.5M
Seneca House Advisors 0.62% New 30,040 $1.5M
HB Wealth Management, LLC 0.01% Reduce -24.0% 29,802 $1.5M
DAVENPORT & Co LLC 0.01% Add +16.3% 29,788 $1.5M
Childress Capital Advisors, LLC 0.27% Reduce -22.0% 29,500 $1.5M
Mercer Global Advisors Inc. 0.00% Add +74.1% 29,348 $1.5M
Creative Financial Designs Inc. 0.10% Add +8.7% 29,045 $1.5M
Belpointe Asset Management LLC 0.06% Reduce -6.1% 28,958 $1.5M
Kingdom Financial Group LLC. 0.90% Add +195.4% 28,918 $1.5M
Madison Asset Management, LLC 0.02% Reduce -83.6% 28,845 $1.5M
Quattro Financial Advisors LLC 0.46% Reduce -2.5% 28,390 $1.4M
ArrowMark Colorado Holdings LLC 0.03% Add +6.0% 28,074 $1.4M
Toth Financial Advisory Corp. 0.15% Add +11.6% 27,778 $1.4M
Sterneck Capital Management, LLC 0.66% Reduce -1.5% 27,733 $1.4M
BlueChip Wealth Advisors LLC 0.60% Reduce -19.7% 27,538 $1.4M
KPP Advisory Services LLC 0.21% Reduce -19.6% 27,424 $1.4M
Spire Wealth Management 0.05% Add +9.6% 27,143 $1.4M
WCG Wealth Advisors LLC 0.09% Add +17.8% 27,127 $1.4M
US Bancorp \de 0.00% Add +8.3% 27,079 $1.4M
Richmond Investment Services, LLC 0.26% Reduce -12.3% 27,079 $1.4M
Portside Wealth Group, LLC 0.19% Add +3.1% 27,050 $1.4M
Presidio Capital Management, LLC 0.48% Add +3.2% 26,829 $1.4M
Garden State Investment Advisory Services LLC 0.34% Reduce -5.1% 26,780 $1.4M
Private Trust Co. NA 0.12% Add +69.8% 26,652 $1.4M
Castle Rock Wealth Management, LLC 0.30% Add +46.4% 26,490 $1.3M
Condor Capital Management 0.11% Add +6.6% 26,390 $1.3M
Main Street Financial Solutions, LLC 0.09% Add +114.6% 26,356 $1.3M
Leo Wealth, LLC 0.17% Add +15.3% 25,988 $1.3M
Wedbush Securities Inc. 0.04% Reduce -16.4% 25,537 $1.3M
TRUE Private Wealth Advisors 0.13% Add +371.1% 25,164 $1.3M
Eagle Global Advisors LLC 0.05% Add +168.0% 25,030 $1.3M
Meridian Wealth Management, LLC 0.05% Reduce -1.4% 24,796 $1.3M
Secured Retirement Advisors, LLC 0.70% Reduce -3.9% 24,678 $1.3M
Elm3 Financial Group, LLC 1.03% Reduce -0.6% 24,633 $1.3M
Three Seasons Wealth, LLC 0.12% New 24,264 $1.2M
Sloy Dahl & Holst, LLC 0.13% Add +3.5% 23,920 $1.2M
Axxcess Wealth Management, LLC 0.03% Reduce -7.5% 23,843 $1.2M
Vestmark Advisory Solutions, Inc. 0.02% New 23,697 $1.2M
Beaumont Asset Management, L.L.C. 0.60% New 23,557 $1.2M
Legacy Advisors, LLC 0.15% — 23,533 $1.2M
Legacy Financial Strategies, LLC 0.21% Add +22.8% 23,248 $1.2M
Lanark Financial, Inc. 0.09% Add +40.3% 23,247 $1.2M
Balance Wealth Partners LLC 0.28% Reduce -3.1% 22,654 $1.2M
KG Capital Management 0.31% Add +73.9% 22,192 $1.1M
CI Investments Inc. 0.00% No change 22,165 $1.1M
Opinicus Capital, Inc. 0.76% New 21,692 $1.1M
Triumph Capital Management 0.29% Reduce -7.5% 21,529 $1.1M
Endeavor Private Wealth, Inc. 0.33% Add +56.2% 21,013 $1.1M
Cerity Partners LLC 0.00% Add +1.7% 20,968 $1.1M
Opal Wealth Advisors, LLC 0.30% Reduce -7.5% 20,923 $1.1M
Kane Investment Management, Inc. 0.51% Reduce -4.1% 20,561 $1.0M
Optivise Advisory Services LLC 0.62% Add +1.5% 20,555 $1.0M
Cora Capital Advisors LLC 0.44% No change 20,390 $1.0M
Avidian Wealth Enterprises, LLC 0.04% Add +11.8% 20,378 $1.0M
Simplicity Wealth,LLC 0.06% Reduce -59.3% 20,338 $1.0M
Ruggaard & Associates LLC 0.38% Add +52.3% 20,129 $1.0M
Autumn Glory Partners, LLC 0.42% New 20,105 $1.0M
Annex Advisory Services, LLC 0.02% Reduce -32.3% 20,045 $1.0M
Calton & Associates, Inc. 0.15% Add +81.1% 19,945 $1.0M
Drucker Wealth 3.0, LLC 0.18% Add +57.0% 19,821 $1.0M
Qube Research & Technologies Ltd 0.00% Add +0.3% 19,556 $993K
Continuum Advisory, LLC 0.10% Add +2.5% 19,456 $988K
Pasadena Private Wealth, LLC 0.14% Reduce -21.7% 19,397 $985K
Allspring Global Investments Holdings, LLC 0.00% Add +25.3% 19,300 $980K
Principal Securities, Inc. 0.02% Add +3.0% 19,250 $978K
CGN Advisors LLC 0.08% Add +14.2% 19,238 $977K
Richard W. Paul & Associates, LLC 0.33% Add +0.3% 19,076 $969K
Circle Wealth Management, LLC 0.02% Add +147.2% 18,926 $961K
Regions Financial Corp. 0.01% Add +41.0% 18,865 $958K
Hutchinson Financial Advisors, INC 0.94% Reduce -9.4% 18,786 $952K
Uptown Financial Advisors LLC 0.83% Reduce -34.8% 18,490 $939K
Betterment LLC 0.00% Reduce -16.2% 18,470 $938K
Heritage Family Offices, LLP 0.43% Add +14.7% 18,156 $922K
Equity Wealth Partners, LLC 0.75% — 18,121 $920K
Boyd Watterson Asset Management LLC 0.27% No change 18,000 $914K
Transamerica Financial Advisors, LLC 0.08% Reduce -1.9% 17,980 $913K
Wealth Management Partners, LLC 0.28% Add +7.2% 17,635 $896K
Curi Capital, LLC 0.02% Add +1.1% 17,580 $893K
Vise Technologies, Inc. 0.03% New 17,537 $891K
Scotia Capital Inc. 0.00% Reduce -11.5% 17,393 $883K
Accurate Wealth Management, LLC 0.12% Reduce -1.5% 17,278 $874K
Bright Futures Wealth Management, LLC. 0.68% — 16,858 $856K
Sargent Investment Group, LLC 0.12% Add +116.4% 16,730 $850K
Rise Advisors, LLC 0.30% Reduce -2.7% 16,438 $835K
Choreo, LLC 0.01% Add +15.3% 16,229 $824K
Vantage Financial Partners, LLC 0.17% Reduce -3.4% 15,930 $809K
Stonebridge Financial Planning Group, LLC 0.30% New 15,656 $795K
Quadrant Private Wealth Management, LLC 0.14% Add +16.5% 15,496 $787K
PAX Financial Group, LLC 0.14% Add +2.4% 15,123 $768K
CAP Partners, LLC 0.44% Add +2.8% 15,118 $768K
Berman McAleer LLC 0.11% — 14,902 $757K
First Financial Group Corp 0.65% Add +221.9% 14,870 $755K
Corient Private Wealth LP 0.00% Add +129.4% 14,865 $755K
BOS Asset Management, LLC 0.21% Reduce -2.3% 14,790 $751K
Transatlantique Private Wealth LLC 0.25% Add +3.8% 14,777 $750K
PFG Investments, LLC 0.04% Reduce -4.8% 14,480 $735K
Woodard & Co. Asset Management Group Inc. 0.12% Reduce -8.6% 14,338 $728K
Radcliffe Capital Management, L.P. 0.15% New 14,329 $728K
Canvas Wealth Advisors, LLC 0.13% New 14,300 $724K
SAM Advisors, LLC 0.23% Add +5.5% 13,796 $701K
Napa Wealth Management 0.32% Add +0.2% 13,634 $692K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +44.3% 13,495 $685K
LaSalle St. Investment Advisors, LLC 0.12% Reduce -1.1% 13,475 $684K
Graham Capital Wealth Management, LLC 0.70% Add +14.5% 13,390 $680K
Bolthouse Investments, LLC 0.61% Reduce -3.1% 13,359 $678K
Retirement Planning Group, LLC 0.02% New 13,073 $664K
Principle Wealth Partners LLC 0.04% Add +71.2% 13,064 $663K
Leelyn Smith, LLC 0.10% Reduce -9.9% 13,033 $662K
Euro Pacific Asset Management, LLC 0.08% Add +18.0% 12,960 $658K
Impact Capital Partners LLC 0.20% New 12,857 $653K
Pine Harbor Wealth Management, LLC 0.21% Add +61.3% 12,787 $649K
Essex Financial Services, Inc. 0.04% Reduce -7.2% 12,542 $637K
Diversified Portfolios, Inc. 0.06% Add +69.2% 12,409 $630K
Krilogy Financial LLC 0.02% New 12,267 $620K
Western Wealth Management, LLC 0.03% Add +37.0% 12,070 $613K
Daymark Wealth Partners, LLC 0.02% Add +100.7% 11,835 $601K
Insight Wealth Strategies, LLC 0.07% Reduce -0.3% 11,650 $592K
Seelaus Asset Management LLC 0.47% Reduce -2.1% 11,586 $588K
Colonial River Investments, LLC 0.22% Add +31.1% 11,545 $586K
Wealthspire Retirement, LLC 0.04% Reduce -24.4% 11,544 $586K
Dynamic Financial Group 0.50% New 11,376 $578K
Muirfield Wealth Advisors LLC 0.43% Add +2.6% 11,330 $575K
Sequent Planning LLC 0.16% Add +8.6% 10,959 $557K
Keystone Financial Group 0.04% Add +23.0% 10,837 $550K
Focus Partners Advisor Solutions, LLC 0.01% Add +43.6% 10,798 $548K
Planned Solutions, Inc. 0.18% Add +19.7% 10,461 $531K
Freestate Advisors LLC 0.44% Add +48.1% 10,446 $530K
Quantum Portfolio Management LLC 0.16% Reduce -8.8% 10,400 $528K
Hobbs Group Advisors, LLC 0.16% Reduce -37.5% 10,313 $524K
Strategic Wealth Partners, Ltd. 0.04% Add +2763.9% 10,310 $524K
Quantinno Capital Management LP 0.00% Add +9.4% 10,222 $519K
Key Financial Inc 0.10% Add +13.2% 10,165 $514K
Csenge Advisory Group 0.02% Add +44.8% 10,124 $514K
LexAurum Advisors, LLC 0.07% Reduce -57.6% 10,120 $514K
Redwood Investment Management, LLC 0.06% Add +147.7% 10,002 $508K
Wesbanco Bank Inc. 0.01% No change 10,000 $508K
Crewe Advisors LLC 0.05% Add +80.5% 9,991 $507K
Cyndeo Wealth Partners, LLC 0.03% Add +1.8% 9,926 $504K
Sterling Investment Advisors, Ltd. 0.10% No change 9,890 $502K
Steel Grove Capital Advisors, LLC 0.06% No change 9,856 $500K
Steinberganna Wealth Management 0.23% — 9,678 $491K
Wealthcare Capital Partners, LLC 0.22% Add +80.0% 9,634 $489K
A4 Wealth Advisors LLC 0.41% — 9,621 $489K
Haverford Financial Services, Inc. 0.14% Add +60.9% 9,585 $487K
First Heartland Consultants, Inc. 0.04% Add +9.8% 9,578 $486K
First Citizens Bank & Trust Co. 0.01% Reduce -61.8% 9,482 $481K
GM Advisory Group, LLC 0.02% New 9,251 $470K
Cape Investment Advisory, Inc. 0.46% Reduce -80.6% 9,188 $467K
Vertex Planning Partners, LLC 0.09% Reduce -14.6% 9,174 $466K
Captrust Financial Advisors 0.00% Add +16.6% 9,139 $464K
Ieq Capital, LLC 0.00% Add +0.7% 9,086 $461K
BTS Asset Management, Inc. 0.59% Add +1.1% 9,007 $457K
A. D. Beadell Investment Counsel, Inc. 0.31% Add +1.1% 8,900 $451K
Invst, LLC 0.05% Add +17.8% 8,877 $451K
Mosaic Financial Group, LLC 0.32% Add +0.8% 8,746 $444K
Jefferies Financial Group Inc. 0.00% Reduce -67.0% 8,706 $442K
StoneCrest Wealth Management, Inc. 0.19% Reduce -68.5% 8,599 $437K
International Assets Investment Management, LLC 0.04% No change 8,598 $435K
Running Point Capital Advisors, LLC 0.11% No change 8,345 $424K
Blue Chip Partners, LLC 0.03% New 8,303 $422K
Milestone Asset Management, LLC 0.08% New 8,251 $419K
Pallas Capital Advisors LLC 0.02% No change 8,135 $413K
Marietta Investment Partners LLC 0.08% New 8,092 $411K
BlackDiamond Wealth Management, LLC 0.22% Add +12.4% 8,062 $409K
Cardiff Park Advisors, LLC 0.03% New 8,054 $409K
Signet Financial Management, LLC 0.05% Add +3.3% 8,020 $407K
Accredited Investor Services, LLC 0.28% No change 8,018 $407K
Columbia Advisory Partners LLC 0.28% Add +8.9% 8,008 $407K
Snowden Capital Advisors LLC 0.01% Reduce -0.8% 7,971 $405K
SeaCrest Wealth Management, LLC 0.04% Add +11.3% 7,848 $397K
River Street Advisors LLC 0.15% Reduce -21.8% 7,819 $397K
Revisor Wealth Management LLC 0.13% Add +27.4% 7,696 $389K
Sunpointe, LLC 0.14% Reduce -2.7% 7,646 $388K
Perennial Investment Advisors, LLC 0.03% Add +8.5% 7,638 $388K
Outlook Wealth Advisors, LLC 0.10% Reduce -2.5% 7,570 $384K
Kingswood Wealth Advisors, LLC 0.02% Reduce -23.2% 7,410 $376K
Heck Capital Advisors, LLC 0.03% Reduce -81.6% 7,328 $372K
Balboa Wealth Partners 0.06% Reduce -1.6% 7,281 $370K
Bridgewater Advisors Inc. 0.03% No change 7,286 $368K
Howard Bailey Securities, LLC 0.10% Reduce -5.5% 7,238 $368K
Raleigh Capital Management Inc. 0.14% Reduce -5.5% 7,106 $361K
Hurley Capital, LLC 0.20% New 7,058 $358K
Bryn Mawr Trust Advisors, LLC 0.02% Add +31.6% 7,052 $358K
Flagship Harbor Advisors, LLC 0.02% New 6,876 $349K
Sepio Capital, LP 0.02% New 6,810 $346K
Wedmont Private Capital 0.01% Reduce -3.9% 6,752 $342K
Emerald Advisors, LLC 0.04% Reduce -11.1% 6,665 $338K
Kovack Advisors, Inc. 0.03% Add +0.2% 6,637 $337K
Avantra Family Wealth, Inc. 0.25% Reduce -0.3% 6,609 $336K
Lloyd Advisory Services, LLC. 0.16% Reduce -21.2% 6,513 $331K
Stratos Wealth Advisors, LLC 0.02% New 6,433 $327K
Whittier Trust Co. 0.00% No change 6,447 $326K
Intrepid Financial Planning Group LLC 0.12% Add +15.1% 6,388 $324K
World Equity Group, Inc. 0.07% Add +26.4% 6,386 $324K
Virtu Financial LLC 0.02% New 6,378 $324K
Bailard, Inc. 0.01% Reduce -8.1% 6,373 $324K
Cullen/Frost Bankers, Inc. 0.00% Add +26.4% 6,370 $323K
Fourpath Capital Management, LLC 0.05% Reduce -8.9% 6,267 $318K
Sound Income Strategies, LLC 0.02% Add +45.7% 6,232 $315K
Mayfair Advisory Group, LLC 0.13% Reduce -1.6% 6,155 $313K
Cwm, LLC 0.00% Add +9.8% 6,126 $311K
Idaho Trust Co 0.10% Reduce -47.7% 5,986 $304K
Heritage Oak Wealth Advisors LLC 0.11% Reduce -13.6% 5,982 $304K
Quotient Wealth Partners, LLC 0.01% New 5,918 $301K
Allworth Financial LP 0.00% Reduce -11.9% 5,890 $299K
Trust Co. of Oklahoma 0.09% No change 5,882 $299K
Virtue Capital Management, LLC 0.05% Reduce -99.5% 2,426 $297K
Alliance Wealth Advisors, LLC 0.07% Add +10.9% 5,737 $291K
YHB Investment Advisors, Inc. 0.02% Add +7.2% 5,647 $287K
Madison Wealth Partners, Inc 0.06% Add +0.4% 5,625 $286K
Fiducient Advisors LLC 0.03% No change 5,605 $285K
Comprehensive Financial Consultants Institutional, Inc. 0.09% New 5,557 $282K
Golden State Wealth Management, LLC 0.03% Reduce -47.0% 5,531 $281K
KWB Wealth 0.03% No change 5,414 $275K
Alteri Wealth LLC 0.09% Add +9.9% 5,373 $273K
Millstone Evans Group, LLC 0.17% Reduce -12.1% 5,261 $267K
Spectrum Wealth Advisory Group, LLC 0.11% Reduce -26.8% 5,254 $267K
WESPAC Advisors, LLC 0.16% Add +2.3% 5,241 $266K
Plotkin Financial Advisors, LLC 0.13% New 5,165 $262K
Brookwood Investment Group LLC 0.03% Reduce -20.3% 5,109 $259K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -26.9% 5,072 $258K
Wealth Watch Advisors, INC 0.11% Add +1.3% 5,067 $257K
Founders Financial Alliance, LLC 0.05% Add +1.3% 5,066 $257K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -41.2% 5,000 $254K
CoreCap Advisors, LLC 0.01% Add +23.1% 4,985 $253K
Meridian Investment Counsel Inc. 0.06% Reduce -85.3% 4,950 $251K
Empower Advisory Group, LLC 0.00% New 4,847 $246K
Avaii Wealth Management, LLC 0.09% New 4,825 $245K
NWF Advisory Services Inc. 0.03% Reduce -65.4% 4,775 $242K
Empirical Asset Management, LLC 0.07% New 4,701 $239K
John W. Brooker & Co., CPAs 0.48% Add +16.2% 4,700 $239K
Burney Co./ 0.01% Reduce -0.1% 4,665 $237K
West Wealth Group, LLC 0.05% New 4,659 $236K
XML Financial, LLC 0.02% Reduce -15.9% 4,625 $235K
Belvedere Trading LLC 0.02% Reduce -3.7% 4,570 $232K
GTS Securities LLC 0.01% Reduce -87.8% 4,544 $231K
Advisor Resource Council 0.31% Reduce -1.7% 4,492 $228K
TCFG Wealth Management, LLC 0.09% Reduce -3.1% 4,476 $227K
Burford Brothers, Inc. 0.10% New 4,444 $226K
Wellspring Financial Advisors, LLC 0.02% No change 4,440 $225K
D.A. Davidson & Co. 0.00% No change 4,388 $223K
OneAscent Family Office, LLC 0.18% New 4,383 $223K
Titleist Asset Management, LLC 0.02% Add +1.1% 4,310 $219K
Cresset Asset Management, LLC 0.00% New 4,295 $218K
Private Advisory Group LLC 0.02% New 4,183 $212K
Prosperity Financial Group, Inc. 0.08% New 4,160 $211K
Northern Financial Advisors Inc 0.11% New 4,118 $209K
Compound Planning, Inc. 0.01% New 4,113 $209K
Integrity Alliance, Llc. 0.01% New 4,103 $208K
Wealthspire Advisors, LLC 0.00% Add +0.6% 4,070 $207K
Leuthold Group, LLC 0.02% Reduce -67.6% 4,057 $206K
Tectonic Advisors LLC 0.01% New 4,056 $206K
Aptus Capital Advisors, LLC 0.00% Reduce -8.1% 3,626 $184K
Transce3nd, LLC 1.61% Reduce -87.9% 3,538 $180K
MassMutual Private Wealth & Trust, FSB 0.00% New 3,000 $152K
Financial Connections Group, Inc. 0.06% Reduce -34.2% 2,929 $148K
Ninety One UK Ltd 0.00% No change 2,691 $137K
CIBC Private Wealth Group LLC 0.00% Add +1013.8% 2,417 $123K
Cove Street Capital, LLC 0.16% Add +26.3% 2,400 $122K
Trust Co. of Vermont 0.01% New 2,329 $118K
Financial Network Wealth Advisors LLC 0.12% Add +11.9% 2,241 $114K
Clearstead Trust, LLC 0.01% Reduce -31.5% 1,494 $76K
Quest 10 Wealth Builders, Inc. 0.07% Reduce -8.0% 1,494 $76K
PNC Financial Services Group, Inc. 0.00% Add +224.2% 1,485 $75K
Stance Capital LLC 0.03% New 1,422 $72K
IAG Wealth Partners, LLC 0.01% No change 1,340 $68K
Global Trust Asset Management, LLC 0.03% Reduce -32.1% 1,268 $64K
TCTC Holdings, LLC 0.00% No change 1,196 $61K
Heritage Wealth Advisors 0.00% Add +1.3% 1,194 $61K
GHP Investment Advisors, Inc. 0.00% No change 1,100 $56K
Westside Investment Management, Inc. 0.01% Reduce -27.1% 1,000 $51K
First United Bank & Trust 0.02% New 979 $50K
Mather Group, Llc. 0.00% New 893 $45K
HFM Investment Advisors, LLC 0.02% Reduce -7.3% 877 $45K
Financial Gravity Asset Management, Inc. 0.01% — 823 $42K
Turim 21 Investimentos Ltda. 0.01% New 790 $40K
Gables Capital Management Inc. 0.02% No change 778 $40K
Creekmur Asset Management LLC 0.01% New 709 $36K
Abich Financial Wealth Management LLC 0.01% — 702 $36K
Larson Financial Group LLC 0.00% Reduce -23.9% 693 $35K
Richardson Capital Management LLC 0.02% New 657 $33K
Parallel Advisors, LLC 0.00% Reduce -54.3% 526 $27K
Caldwell Sutter Capital, Inc. 0.01% No change 501 $25K
Aspect Partners, LLC 0.01% No change 467 $24K
Ascentis Wealth Management, LLC 0.01% No change 449 $23K
Financial Consulate, Inc. 0.00% New 411 $21K
SouthState Bank Corp 0.00% Reduce -66.7% 300 $15K
Rosenberg Matthew Hamilton 0.00% Reduce -74.4% 295 $15K
True Wealth Design, LLC 0.00% New 286 $15K
Richard Bernstein Advisors LLC 0.00% Reduce -3.5% 279 $14K
Hantz Financial Services, Inc. 0.00% No change 269 $14K
Evolution Wealth Management Inc. 0.01% New 238 $12K
Capital Analysts, LLC 0.00% New 243 $12K
Concord Wealth Partners 0.00% Reduce -64.8% 225 $11K
Decker Retirement Planning Inc. 0.01% No change 197 $10K
JNBA Financial Advisors 0.00% Add +1.2% 168 $9K
Colonial Trust Advisors 0.00% No change 162 $8K
AlphaCore Capital LLC 0.00% No change 135 $7K
Blue Trust, Inc. 0.00% Reduce -100.0% 127 $6K
Simplex Trading, LLC 0.00% Reduce -54.2% 103 $5K
TD Private Client Wealth LLC 0.00% No change 96 $5K
Trust Co. of Toledo NA 0.00% No change 91 $5K
Silicon Valley Capital Partners 0.00% Reduce -65.6% 83 $4K
Coston, McIsaac & Partners 0.00% New 93 $4K
Avion Wealth 0.00% No change 84 $4K
Quaker Wealth Management, LLC 0.00% Reduce -35.0% 78 $4K
Essential Partners LLC 0.00% Add +53.2% 72 $4K
Legacy Wealth Managment, LLC 0.00% Reduce -81.7% 64 $3K
Farmers & Merchants Investments Inc. 0.00% No change 50 $3K
EPG Wealth Management LLC 0.00% Add +6.3% 34 $2K
MV Capital Management, Inc. 0.00% New 25 $1K
EverSource Wealth Advisors, LLC 0.00% No change 16 $812
Smartleaf Asset Management LLC 0.00% Reduce -68.9% 14 $710
Creative Capital Management Investments LLC 0.00% No change 8 $406
Affinity Wealth LLC 0.00% No change 5 $254
Deutsche Bank AG 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.