Janus Henderson Aaa Clo ETFJAAAETF

13F holders, Q4 2025 (December 31)
845holders +58
72new positions
59sold out
3famous investors
$50.59avg. 13F price*

At the end of Q4 2025, 845 institutions reported holding Janus Henderson Aaa Clo ETF (JAAA) in their 13F filings, up 58 from Q3 2025. 72 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($1.5B), Allianz SE ($1.3B) and Morgan Stanley ($1.0B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Janus Henderson Aaa Clo ETF
Filed as
JANUS DETROIT STR TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions72$1.7B
Exits59$1.3B

All 13F filers, Q3 2025 → Q4 2025: 58,920,952 shares bought and 50,485,599 shares sold, net +8,435,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 845 holders

Bank of America Corp. 0.11% Reduce -13.0% 30,177,764 $1.5B
Allianz SE 17.17% New 26,360,832 $1.3B
Morgan Stanley 0.06% Reduce -8.4% 20,616,010 $1.0B
LPL Financial LLC 0.18% Add +3.1% 13,272,736 $671.3M
Focus Partners Wealth 0.47% Add +25009.5% 8,228,884 $416.2M
Wells Fargo & Company 0.07% Reduce -8.3% 7,457,715 $377.2M
Raymond James Financial Inc. 0.11% Add +1.6% 6,915,950 $349.8M
Envestnet Asset Management Inc. 0.10% Reduce -6.6% 6,865,662 $347.3M
UBS Group AG 0.07% Add +1.2% 6,560,250 $331.8M
Barings LLC 5.79% No change 6,000,000 $303.5M
Sage Mountain Advisors LLC 13.46% Add +34.2% 5,018,296 $253.8M
Cetera Investment Advisers 0.26% Add +9.8% 4,781,181 $241.8M
Royal Bank of Canada 0.04% Add +3.0% 4,687,709 $237.1M
Keybank National Association 0.82% Reduce -2.3% 4,503,887 $227.8M
HighTower Advisors, LLC 0.23% Add +0.8% 4,140,505 $209.4M
Goldman Sachs Group Inc. 0.03% Add +0.6% 4,121,494 $208.5M
Arch Capital Group LTD. 68.22% No change 3,941,665 $199.4M
Charles Schwab Investment Management Inc. 0.03% Add +2.3% 3,712,944 $187.8M
Midland Wealth Advisors, LLC 8.98% Add +1.4% 3,410,388 $172.5M
Signaturefd, LLC 2.58% Add +2.7% 3,334,192 $168.6M
Ameriprise Financial Inc. 0.04% Add +155.7% 3,157,966 $159.7M
Mariner, LLC 0.17% Add +29.2% 2,810,108 $142.1M
Kestra Advisory Services, LLC 0.56% Add +21.9% 2,688,788 $136.0M
Modern Wealth Management, LLC 2.42% Add +2.7% 2,620,501 $132.5M
RiverFront Investment Group, LLC 2.17% Add +0.1% 2,605,154 $131.8M
AE Wealth Management LLC 0.73% Add +4.8% 2,531,709 $128.1M
Osaic Holdings, Inc. 0.18% Reduce -16.5% 2,440,550 $123.5M
1900 Wealth Management LLC 7.91% Reduce -5.8% 2,439,386 $123.4M
Invesco Ltd. 0.01% Reduce -19.3% 2,302,399 $116.5M
Truist Financial Corp. 0.15% Reduce -5.4% 2,182,279 $110.4M
TruWealth Advisors, LLC 5.24% Add +3.9% 2,116,442 $107.0M
Cambridge Investment Research Advisors, Inc. 0.26% Add +2.4% 1,937,287 $98.0M
Commerce Bank 0.52% Add +13.1% 1,868,306 $94.5M
Greenleaf Trust 0.86% New 1,848,999 $93.5M
Advisors Management Group Inc. 16.77% Add +3.4% 1,822,313 $92.2M
Haverford Trust Co 0.81% Add +6.6% 1,796,770 $90.9M
Merit Financial Group, LLC 0.64% Add +5.8% 1,578,470 $79.8M
Janney Montgomery Scott LLC 0.18% Add +0.8% 1,529,745 $77.4M
Kestra Investment Management, LLC 1.87% Add +11.2% 1,510,609 $76.4M
Obermeyer Wealth Partners 3.49% Add +12.8% 1,508,798 $76.3M
Stifel Financial Corp. 0.07% Add +8.7% 1,508,207 $76.3M
Rockefeller Capital Management L.P. 0.13% Add +129.0% 1,384,958 $70.1M
Inspirion Wealth Advisors, LLC 8.42% Reduce -31.5% 1,359,660 $68.8M
Simon Quick Advisors, LLC 2.88% Reduce -23.9% 1,303,493 $65.9M
Gradient Investments LLC 1.01% Add +8.0% 1,257,023 $63.6M
Bank of New York Mellon Corp 0.01% Add +24.4% 1,172,969 $59.3M
Private Advisor Group, LLC 0.28% Reduce -21.6% 1,169,556 $59.2M
Janus Henderson Group PLC 0.03% Reduce -33.0% 1,166,319 $59.0M
Sanctuary Advisors, LLC 0.31% Add +13.0% 1,128,661 $57.1M
&partners 0.30% Add +17.9% 1,130,682 $57.1M
Advisor OS, LLC 4.57% Reduce -3.4% 1,122,026 $56.8M
MJP Associates Inc. 7.02% Reduce -0.8% 1,109,468 $56.1M
Atwood & Palmer Inc. 3.18% Add +4.0% 1,106,508 $56.0M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -58.8% 1,105,734 $56.0M
Commonwealth Equity Services, LLC 0.07% Add +2.5% 1,047,661 $53.0M
State of Wisconsin Investment Board 0.11% New 1,000,000 $50.6M
Ameritas Advisory Services, LLC 1.87% Add +153.1% 989,647 $50.1M
Fragasso Financial Advisors Inc 2.90% Add +3.2% 946,255 $47.9M
Evergreen Capital Management LLC 1.04% Reduce -0.1% 921,304 $46.6M
Delphi Financial Group, Inc. 21.76% No change 846,695 $42.8M
Advance Capital Management, Inc. 1.80% Reduce -44.8% 840,218 $42.5M
St Germain D J Co. Inc. 1.61% Add +1.9% 820,697 $41.5M
Great Valley Advisor Group, Inc. 0.78% Reduce -2.0% 802,376 $40.6M
Ancora Advisors LLC 0.83% Add +22.5% 795,963 $40.3M
Hilton Capital Management, LLC 2.93% Add +11.5% 770,082 $39.0M
Traphagen Investment Advisors LLC 3.12% Add +4.2% 749,564 $37.9M
Flaharty Asset Management, LLC 4.73% Reduce -6.6% 749,331 $37.9M
FMR LLC 0.00% Add +11.5% 726,056 $36.7M
Destiny Wealth Partners, LLC 4.13% Reduce -22.5% 708,253 $36.0M
Evercore Wealth Management, LLC 0.53% Add +15.5% 709,587 $35.9M
Sowell Financial Services LLC 1.29% Add +4.8% 696,333 $35.2M
CX Institutional 0.98% Add +1.0% 649,847 $32.9M
Drake & Associates, LLC 6.42% Add +9.8% 636,875 $32.2M
Diesslin Group, Inc. 12.61% — 626,919 $31.7M
Clearstead Advisors, LLC 0.40% Add +19.5% 623,251 $31.5M
Aprio Wealth Management, LLC 1.79% Add +7.5% 617,791 $31.2M
Nottingham Advisors, Inc. 4.26% Add +1.7% 604,274 $30.6M
J.W. Cole Advisors, Inc. 0.73% Add +16.1% 597,554 $30.2M
EP Wealth Advisors, LLC 0.16% — 595,764 $30.1M
MML Investors Services, LLC 0.07% Add +10.5% 595,273 $30.1M
Endurance Services Ltd 5.31% Reduce -1.2% 592,887 $30.0M
Syntegra Private Wealth Group, LLC 2.75% Reduce -4.5% 590,941 $29.9M
Virtue Capital Management, LLC 4.55% Add +23962.7% 583,761 $29.5M
Cornerstone Advisors Asset Management, LLC 4.63% Add +2.7% 564,632 $28.6M
Brookstone Capital Management 0.32% Reduce -67.1% 559,725 $28.3M
Baird Financial Group, Inc. 0.04% Reduce -2.7% 557,700 $28.2M
Albion Financial Group 1.75% Add +4.0% 555,134 $28.1M
Foster & Motley Inc. 1.50% Add +7.3% 554,696 $28.1M
AlphaCore Capital LLC 0.63% Add +408220.0% 551,232 $27.9M
Leslie Global Wealth, LLC 12.40% Add +4.4% 544,992 $27.6M
49 Wealth Management, LLC 2.23% Add +3.9% 542,781 $27.5M
Waldron Private Wealth LLC 1.08% Add +11.3% 542,489 $27.4M
Independent Financial Group, LLC 0.61% Add +27.0% 537,230 $27.2M
Highline Wealth Partners LLC 7.41% Add +16.3% 521,073 $26.4M
TT Capital Management LLC 20.80% Reduce -3.1% 515,885 $26.1M
Sanchez Wealth Management Group 5.43% Add +39.9% 501,817 $25.4M
Apollo Management Holdings, L.P. 0.30% New 500,000 $25.3M
Mgo One Seven LLC 0.51% Add +7.9% 497,172 $25.1M
Manufacturers Life Insurance Company, The 0.02% New 493,400 $25.0M
Arax Advisory Partners 0.72% Reduce -3.9% 490,144 $24.8M
Bridgewealth Advisory Group, LLC 5.45% Reduce -26.4% 487,915 $24.7M
Kestra Private Wealth Services, LLC 0.30% Reduce -1.5% 483,882 $24.5M
Stratos Wealth Partners, LTD. 0.28% Reduce -7.9% 482,248 $24.4M
Firethorn Wealth Partners, LLC 8.64% Add +42.0% 456,434 $23.1M
PFS Partners, LLC 10.25% Add +4.9% 441,408 $22.3M
Atlantic Edge Private Wealth Management, LLC 5.55% Add +16.9% 440,987 $22.3M
Orion Capital Management LLC 7.31% Add +23.2% 428,135 $21.7M
Cornerstone Advisory, LLC 2.02% Reduce -14.6% 419,176 $21.2M
Divergent Planning, LLC 5.39% Add +6.1% 417,349 $21.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +13.1% 408,296 $20.7M
Equitable Holdings, Inc. 0.14% Reduce -12.3% 405,509 $20.5M
Atria Investments, Inc 0.23% Add +5.3% 402,878 $20.4M
Carrera Capital Advisors 3.37% Reduce -8.6% 395,851 $20.0M
Allen Capital Group, LLC 1.81% Add +5.8% 389,055 $19.7M
Great Point Wealth Advisors, LLC 3.56% Add +2.4% 385,414 $19.5M
Northcape Wealth Management, LLC 5.35% Add +1.3% 374,152 $18.9M
Three Cord True Wealth Management, LLC 10.89% Add +12.7% 370,270 $18.7M
Pine Valley Investments Ltd Liability Co 0.92% Add +1.3% 363,141 $18.4M
Mason & Associates Inc 3.43% Add +5.4% 360,214 $18.2M
Interchange Capital Partners, LLC 3.35% Reduce -6.4% 357,533 $18.1M
Ocean Park Asset Management, LLC 0.84% New 353,600 $17.9M
Beacon Capital Management, Inc. 0.96% Reduce -30.0% 353,004 $17.9M
Dynamic Financial Group 14.90% Add +2935.5% 345,322 $17.5M
Rehmann Capital Advisory Group 0.90% Reduce -21.8% 340,062 $17.2M
Tower Wealth Partners, Inc. 9.30% Add +3.0% 334,326 $16.9M
Geneos Wealth Management Inc. 0.41% Reduce -1.7% 329,617 $16.7M
Per Stirling Capital Management, LLC. 1.87% Add +6.5% 329,031 $16.6M
Bard Associates Inc. 4.27% Add +89.2% 328,256 $16.6M
Kintra Wealth, LLC 2.32% Add +361.3% 328,170 $16.6M
Medallion Wealth Advisors, LLC 5.47% Add +16.7% 321,751 $16.3M
Fortis Capital Management LLC 2.12% Add +8.3% 315,292 $15.9M
Signal Advisors Wealth, LLC 1.26% Add +50.3% 314,162 $15.9M
Silver Oak Securities, Incorporated 1.07% Add +2.4% 314,002 $15.9M
Webster Bank, N. A. 1.49% Add +4.9% 313,449 $15.9M
Signature Wealth Management Partners, LLC 7.78% Add +4.9% 310,919 $15.7M
Pictet North America Advisors SA 1.48% Reduce -31.0% 309,262 $15.6M
Concurrent Investment Advisors, LLC 0.18% Reduce -0.1% 307,228 $15.5M
1 North Wealth Services LLC 5.47% Add +5.3% 307,123 $15.5M
Bienville Capital Management, LLC 2.45% Add +92.8% 305,216 $15.4M
Twin Focus Capital Partners, LLC 1.69% Add +0.1% 290,216 $14.7M
Hidden Cove Wealth Management, LLC 9.42% Add +0.8% 287,652 $14.5M
Wealthcare Advisory Partners LLC 0.29% Add +7.2% 286,931 $14.5M
Thrivent Financial for Lutherans 0.03% New 286,696 $14.5M
One Charles Private Wealth Services, LLC 3.71% Add +1.2% 283,575 $14.3M
NBZ Investment Advisors LLC 6.19% Add +13.9% 280,563 $14.2M
Apollon Wealth Management, LLC 0.24% Reduce -1.0% 277,195 $14.0M
World Investment Advisors 0.23% Add +12.3% 276,615 $14.0M
Nilsine Partners, LLC 1.17% Add +14.0% 267,732 $13.5M
Scarborough Advisors, LLC 2.26% Add +3.1% 265,174 $13.4M
Greenwich Wealth Management LLC 0.59% Add +48.7% 263,493 $13.3M
Fusion Capital, LLC 3.72% Add +40.4% 261,781 $13.2M
L2 Asset Management, LLC 1.74% Add +3.1% 257,170 $13.0M
Sovereign Investment Advisors, LLC 3.25% Reduce -29.3% 256,802 $13.0M
RFG Advisory, LLC 0.24% Reduce -4.7% 255,799 $12.9M
Financial Enhancement Group LLC 1.66% Add +3.1% 251,171 $12.8M
Castle Wealth Management LLC 4.18% Add +14.7% 249,455 $12.6M
Verdence Capital Advisors LLC 0.74% Add +227.5% 247,136 $12.5M
Santori & Peters, Inc. 4.27% Add +0.1% 247,123 $12.5M
Park Avenue Securities LLC 0.10% Add +480.8% 243,147 $12.3M
RiverTree Advisors, LLC 7.81% Add +3.0% 242,264 $12.3M
Bell Bank 0.52% Add +167.1% 238,849 $12.1M
Denver Wealth Management, Inc. 4.28% Add +14.0% 238,540 $12.1M
Cadent Capital Advisors, LLC 3.18% Add +350.3% 237,680 $12.0M
Verus Capital Partners, LLC 0.80% Add +549.8% 237,395 $12.0M
a16z Perennial Management, L.P. 0.95% New 237,049 $12.0M
BIP Wealth, LLC 0.42% New 236,093 $11.9M
Mutual Advisors, LLC 0.25% Reduce -9.8% 233,293 $11.8M
PFG Advisors 0.57% Add +4.4% 231,691 $11.7M
Secure Asset Management, LLC 1.83% Add +7.4% 229,872 $11.6M
TPG Financial Advisors, LLC 3.86% Add +32.5% 228,810 $11.6M
Legacy Capital Wealth Management, LLC 7.01% — 228,809 $11.6M
IFG Advisory, LLC 0.50% Add +6.6% 228,463 $11.6M
MRA Advisory Group 4.82% Reduce -2.5% 227,071 $11.5M
IHT Wealth Management, LLC 0.28% Add +18.3% 226,665 $11.5M
Denver PWM, LLC 3.82% No change 225,355 $11.4M
WT Wealth Management 3.29% Reduce -9.0% 226,111 $11.4M
SeaBridge Investment Advisors LLC 1.88% Reduce -3.8% 225,038 $11.4M
Ameritas Investment Partners, Inc. 0.34% Add +7.5% 223,145 $11.3M
Petix & Botte Co 2.56% Add +15.1% 223,026 $11.3M
Waverly Advisors, LLC 0.09% Add +2.6% 220,573 $11.2M
Cynosure Group, LLC 1.13% Add +16.0% 220,323 $11.1M
Headinvest, LLC 2.21% Add +1.1% 219,745 $11.1M
Ssi Investment Management LLC 4.07% Add +1.7% 215,131 $10.9M
NewEdge Advisors, LLC 0.04% Reduce -16.5% 214,441 $10.8M
Black Swift Group, LLC 1.81% Add +11.7% 157,625 $10.8M
Courier Capital LLC 0.60% Add +14.7% 212,228 $10.7M
Northland Capital Management LLC 6.00% Add +5.3% 211,904 $10.7M
Compass Financial Group, Inc. 4.73% Reduce -0.2% 211,847 $10.7M
Paragon Advisors, LLC 2.89% Add +2.1% 210,504 $10.6M
Weaver Consulting Group 2.57% Reduce -16.7% 207,526 $10.5M
Visionary Wealth Advisors 0.47% Add +37.9% 207,163 $10.5M
Hennion & Walsh Asset Management, Inc. 0.36% Add +5.3% 205,807 $10.4M
Border to Coast Pensions Partnership Ltd 0.18% Reduce -50.0% 200,000 $10.1M
Ifrah Financial Services, Inc. 2.60% Add +1.6% 200,342 $10.1M
Steward Partners Investment Advisory, LLC 0.06% Reduce -1.9% 199,050 $10.1M
Rothschild Wealth LLC 0.96% Add +136.8% 196,910 $10.0M
Total Clarity Wealth Management, Inc. 2.40% Add +11.7% 195,998 $9.9M
Split Rock Private Trading & Wealth Management, LLC 7.94% — 195,844 $9.9M
White Pine Investment CO 2.33% Add +108.5% 195,464 $9.9M
Atlas Wealth LLC 3.91% Reduce -11.5% 194,227 $9.8M
Centaurus Financial, Inc. 0.44% Add +3.6% 192,008 $9.7M
Advisory Services Network, LLC 0.14% Add +1.1% 190,124 $9.6M
Prasad Wealth Partners, LLC 2.55% Reduce -0.1% 189,131 $9.6M
Oppenheimer & Co. Inc. 0.14% Reduce -8.0% 188,072 $9.5M
Vista Investment Management 3.12% Add +6.8% 186,603 $9.4M
Foundations Investment Advisors, LLC 0.12% Reduce -2.4% 185,725 $9.4M
Smith, Moore & Co. 0.70% Reduce -4.4% 182,818 $9.2M
True North Advisors, LLC 1.19% New 181,385 $9.2M
Beacon Harbor Wealth Advisors, Inc. 2.03% Add +7.6% 180,866 $9.1M
Kingsview Wealth Management, LLC 0.13% Add +3.5% 178,236 $9.0M
Northeast Financial Group, Inc. 2.21% Add +16.3% 173,864 $8.8M
AQR Capital Management 0.00% Add +77.1% 173,577 $8.8M
eCIO, Inc. 4.05% Add +39.2% 171,732 $8.7M
Comprehensive Financial Planning, Inc. 5.69% Add +0.6% 170,136 $8.6M
Wealthedge Investment Advisors, LLC 3.17% Add +38.8% 169,631 $8.6M
JPMorgan Chase & Co. 0.00% Reduce -94.2% 169,115 $8.6M
Atlas Private Wealth Advisors 1.99% Add +7.8% 168,237 $8.5M
CreativeOne Wealth, LLC 0.21% Add +15.4% 168,094 $8.5M
Jones Financial Companies LLLP 0.01% Add +28.9% 166,645 $8.4M
Generation Capital Management LLC 5.45% Add +9.7% 166,268 $8.4M
Magnolia Private Wealth, LLC 5.86% Add +8.8% 165,695 $8.4M
Westover Capital Advisors, LLC 1.52% Add +11.0% 165,014 $8.3M
Stonebridge Financial Group, LLC 0.71% Add +13.7% 164,958 $8.3M
Westview Management dba Westview Investment Advisors 3.96% — 164,442 $8.3M
IVC Wealth Advisors LLC 3.60% Add +9.4% 163,754 $8.3M
Harbour Investments, Inc. 0.17% Reduce -18.1% 163,125 $8.3M
Hall Capital Management Co. Inc. 3.18% Add +10.0% 163,067 $8.2M
Blue Edge Capital, LLC 1.10% Add +9.9% 162,370 $8.2M
Regent Peak Wealth Advisors LLC 1.61% Reduce -2.1% 161,757 $8.2M
Kensington Asset Management, LLC 0.42% New 161,644 $8.2M
HCR Wealth Advisors 0.81% Add +4.0% 161,453 $8.2M
Farther Finance Advisors, LLC 0.09% Add +75.4% 160,465 $8.1M
Brown Wealth Management, LLC 2.13% Add +9.7% 159,800 $8.1M
Capital Investment Advisory Services, LLC 0.56% Add +12.2% 156,812 $7.9M
Whipplewood Advisors, LLC 5.04% Reduce -6.7% 155,169 $7.8M
Stephens Inc. 0.10% Add +12.9% 153,149 $7.7M
Tortoise Investment Management, LLC 0.68% Add +0.1% 152,728 $7.7M
Apollon Financial, LLC 1.12% Add +11.0% 152,406 $7.7M
Tidal Investments LLC 0.03% Add +31.2% 150,380 $7.6M
Davis Investment Partners, LLC 2.63% Add +0.7% 148,788 $7.5M
QVT Financial LP 0.72% No change 148,582 $7.5M
Sovran Advisors, LLC 0.64% Reduce -10.2% 148,045 $7.5M
RB Capital Management, LLC 1.57% Reduce -1.5% 147,171 $7.4M
Seven Mile Advisory 1.28% Add +0.6% 145,345 $7.4M
Envestnet Portfolio Solutions, Inc. 0.03% Add +11.4% 144,703 $7.3M
Lido Advisors, LLC 0.03% Add +73.8% 141,716 $7.2M
Bowman & Co S.C. 3.03% Reduce -1.1% 141,616 $7.2M
Orion Porfolio Solutions, LLC 0.05% Add +42.2% 140,672 $7.1M
Bank of Montreal 0.00% Add +178.4% 139,924 $7.1M
Harbor Investment Advisory, LLC 0.53% Add +10.3% 139,755 $7.1M
Sage Rhino Capital LLC 1.33% Reduce -4.6% 139,420 $7.1M
U.S. Capital Wealth Advisors, LLC 0.18% Reduce -14.5% 138,919 $7.0M
Gotham Asset Management 0.03% Add +17.0% 138,548 $7.0M
Argent Trust Co 0.24% Add +4.8% 135,814 $6.9M
Clearview Wealth Advisors LLC 4.33% Add +7.7% 135,166 $6.8M
Future Financial Wealth Managment LLC 4.54% Add +10.6% 133,030 $6.8M
Savant Capital, LLC 0.04% Reduce -6.1% 133,008 $6.7M
Quad-Cities Investment Group, LLC 2.75% Reduce -8.6% 131,677 $6.7M
IFP Advisors, Inc 0.15% Add +11.9% 131,613 $6.7M
Facet Wealth, Inc. 0.12% Add +179.8% 130,979 $6.7M
Summit Financial, LLC 0.10% Add +14.0% 131,439 $6.6M
Eldridge Investment Advisors, Inc. 1.45% Reduce -1.8% 130,565 $6.6M
Dogwood Wealth Management LLC 2.90% Reduce -13.0% 130,395 $6.6M
Beverly Hills Private Wealth, LLC 1.13% Add +8.0% 128,962 $6.5M
LeClair Wealth Partners LLC 3.77% Add +34.4% 128,444 $6.5M
Yarger Wealth Strategies, LLC 2.79% Add +5.5% 128,328 $6.5M
Cary Street Partners Financial LLC 0.16% Add +256.4% 126,378 $6.4M
Englebert Financial Advisers, LLC 7.30% — 125,500 $6.3M
FORM Wealth Advisors, LLC 0.74% — 125,430 $6.3M
Schwallier Wealth Management LLC 4.05% Add +0.7% 125,005 $6.3M
Retirement Management Systems Inc. 1.62% — 125,056 $6.3M
E6 Portfolios, LLC 7.23% — 125,038 $6.3M
WESPAC Advisors SoCal, LLC 1.26% Reduce -1.1% 123,632 $6.3M
Clear Creek Financial Management, LLC 0.50% Add +2.6% 121,346 $6.1M
Guardian Financial Partners, LLC 2.59% Reduce -10.0% 121,226 $6.1M
Bensler, LLC 0.61% Reduce -79.2% 120,579 $6.1M
Fortis Group Advisors, LLC 1.02% Reduce -0.5% 120,194 $6.1M
Magnus Financial Group LLC 0.47% Reduce -33.8% 120,373 $6.1M
Nexpoint Asset Management, L.P. 0.42% New 120,060 $6.1M
BNB Wealth Management, LLC 3.91% — 119,966 $6.1M
Paragon Capital Management Inc. 4.69% Add +2.4% 119,937 $6.1M
Ridgeline Wealth, LLC 4.18% Add +8.6% 119,203 $6.0M
Lincoln Capital Corp. 2.13% Reduce -27.2% 118,320 $6.0M
CPC Advisors, LLC 0.60% Add +0.9% 117,420 $5.9M
Leavell Investment Management, Inc. 0.24% Add +17.7% 116,102 $5.9M
Stewardship Advisors, LLC 1.35% Add +3.2% 115,555 $5.8M
Innova Wealth Partners 2.94% Add +24.8% 115,126 $5.8M
Curtis Advisory Group, LLC 1.22% Add +4.6% 114,726 $5.8M
Sunbelt Securities, Inc. 0.38% Add +0.1% 112,755 $5.7M
Kelly Financial Services LLC 1.43% Add +22.0% 112,574 $5.7M
Anfield Capital Management, LLC 1.79% Add +1.4% 112,196 $5.7M
Moneta Group Investment Advisors LLC 0.04% Add +2.1% 111,629 $5.6M
Creative Planning 0.00% Reduce -20.3% 111,623 $5.6M
Z3 Capital Partners, LLC 1.35% — 111,492 $5.6M
Bogart Wealth, LLC 0.23% Reduce -69.3% 111,405 $5.6M
Westwood Wealth Management 4.14% New 108,762 $5.5M
Lionshead Wealth Management, LLC 4.14% Add +26.7% 108,762 $5.5M
Sigma Planning Corp 0.15% Add +22.8% 108,665 $5.5M
Viawealth, LLC 3.08% Add +15.1% 108,109 $5.5M
Marshall Financial Group, LLC 1.03% Add +3.8% 105,216 $5.3M
Franklin Resources Inc. 0.00% No change 105,171 $5.3M
Northbridge Financial Group, LLC 2.37% — 104,235 $5.3M
Auour Investments LLC 1.67% Add +12.7% 103,539 $5.2M
Three Magnolias Financial Advisors, LLC 3.22% Add +2.8% 102,567 $5.2M
Diversify Advisory Services, LLC 0.16% Reduce -3.7% 101,679 $5.2M
State of Tennessee, Department of Treasury 0.02% No change 100,000 $5.1M
HighPoint Advisor Group LLC 0.11% New 99,983 $5.1M
Global Retirement Partners, LLC 0.09% Reduce -6.6% 99,584 $5.0M
MAI Capital Management 0.03% Reduce -1.5% 99,565 $5.0M
GatePass Capital, LLC 2.63% Add +3.7% 99,050 $5.0M
Knights of Columbus Asset Advisors LLC 0.28% No change 98,941 $5.0M
CVS HEALTH Corp 3.69% New 98,795 $5.0M
Cox Capital Mgt LLC 3.08% Add +2.7% 97,802 $5.0M
Comerica Bank 0.02% Reduce -30.8% 97,806 $4.9M
Ausdal Financial Partners, Inc. 0.23% Add +19.0% 97,171 $4.9M
MBA Advisors LLC 1.96% Add +40.3% 95,921 $4.9M
Miller Global Investments, LLC 4.39% — 95,792 $4.8M
First National Bank of Omaha 0.14% New 95,756 $4.8M
Flagship Capital Management Inc. 3.39% — 94,757 $4.8M
Knott David M Jr 2.19% Reduce -78.6% 93,528 $4.7M
VestGen Advisors, LLC 0.20% Reduce -8.2% 93,469 $4.7M
Central Pacific Bank - Trust Division 0.60% Add +0.4% 93,462 $4.7M
Mainsail Financial Group, LLC 1.96% Reduce -1.1% 93,272 $4.7M
J.Safra Asset Management Corp 0.25% Add +6.5% 92,673 $4.7M
Goelzer Investment Management, Inc. 0.22% Add +10.6% 92,458 $4.7M
CRA Financial Services, LLC 0.61% Add +4.3% 92,403 $4.7M
Blackhawk Capital Partners, LLC 1.75% Reduce -41.8% 92,354 $4.7M
Elevatus Welath Management 1.28% Add +204.1% 92,238 $4.7M
Traub Capital Management LLC 4.48% Add +15.7% 92,128 $4.7M
Vise Technologies, Inc. 0.09% Add +424.1% 91,913 $4.6M
Prospera Financial Services Inc 0.08% Add +1.7% 91,231 $4.6M
OneAscent Wealth Management LLC 1.52% Add +7.9% 90,577 $4.6M
Crumly & Associates Inc. 0.96% Reduce -6.8% 90,261 $4.6M
Legacy Capital Group California, Inc. 1.10% Reduce -3.4% 89,618 $4.5M
Empowered Funds, LLC 0.08% Add +16.2% 89,268 $4.5M
OneDigital Investment Advisors LLC 0.04% Add +4.3% 89,135 $4.5M
Integrated Advisors Network LLC 0.20% Reduce -18.5% 87,858 $4.4M
Mattson Financial Services, LLC 1.04% Add +13.8% 87,656 $4.4M
Valmark Advisers, Inc. 0.05% Add +19.6% 86,171 $4.4M
Accel Wealth Management 1.19% Reduce -2.1% 86,045 $4.4M
Legacy Capital Wealth Partners, LLC 0.90% Add +13.5% 83,344 $4.2M
Benjamin Edwards Inc. 0.05% Reduce -5.3% 81,886 $4.1M
Asset Allocation & Management Company, LLC 1.66% Reduce -9.1% 81,636 $4.1M
FAS Wealth Partners, Inc. 0.26% Add +5.6% 80,812 $4.1M
Summit Financial Strategies, Inc. 0.33% Add +19.6% 80,435 $4.1M
Pathstone Holdings, LLC 0.02% No change 79,999 $4.0M
M.E. Allison & Co., Inc. 2.75% Reduce -3.0% 79,949 $4.0M
Bulwark Capital Corp 2.85% Reduce -10.6% 79,295 $4.0M
Winebrenner Capital Management LLC 2.66% Add +18.5% 78,960 $4.0M
USAdvisors Wealth Management, LLC 1.29% Reduce -2.3% 77,375 $3.9M
Value Investment Professionals, LLC 4.09% — 77,116 $3.9M
Belpointe Asset Management LLC 0.14% Add +165.5% 76,871 $3.9M
Absolute Capital Management, LLC 1.41% Add +0.2% 76,770 $3.9M
AXS Investments LLC 1.33% Reduce -25.1% 76,499 $3.9M
Integrated Wealth Concepts LLC 0.05% Reduce -39.8% 76,366 $3.9M
Nations Financial Group Inc, /Ia/ 0.20% Add +13.0% 75,087 $3.8M
Millennium Capital Advisors, LLC 2.23% Add +15.6% 74,887 $3.8M
Integrity Wealth Advisors, Inc. 2.65% Reduce -42.7% 74,521 $3.8M
RPg Family Wealth Advisory, LLC 0.83% Add +0.1% 74,552 $3.8M
waypoint wealth counsel 1.38% Reduce -6.6% 74,450 $3.8M
Channel Wealth LLC 0.95% Add +137.0% 74,379 $3.8M
TFR Capital, LLC. 1.23% Add +4.8% 73,555 $3.7M
Inspire Advisors, LLC 0.34% Add +18.6% 73,076 $3.7M
Trajan Wealth LLC 0.15% Reduce -0.5% 71,970 $3.6M
Fortitude Family Office, LLC 0.85% New 71,445 $3.6M
Sage Advisory Services, Ltd.Co. 1.97% Reduce -5.5% 71,395 $3.6M
Calamos Advisors LLC 0.02% Add +10.9% 71,223 $3.6M
Cibc World Market Inc. 0.01% Reduce -53.1% 70,854 $3.6M
Stirlingshire Investments, Inc. 3.16% — 70,520 $3.6M
Walser Wealth Management Company, A Ltd Liability Co 1.88% — 70,452 $3.6M
RDA Financial Network 0.86% Reduce -0.2% 70,438 $3.6M
StrongBox Wealth, LLC 1.17% Add +24.5% 70,143 $3.5M
Cerity Partners LLC 0.01% Add +232.3% 69,684 $3.5M
Ieq Capital, LLC 0.01% Add +652.1% 68,340 $3.5M
Brown Financial Advisors 1.25% Add +0.1% 67,754 $3.4M
Ashton Thomas Private Wealth, LLC 0.08% Add +3.0% 67,688 $3.4M
Wealth Alliance, LLC 0.34% Reduce -1.0% 67,665 $3.4M
Baker Avenue Asset Management, LP 0.08% Add +8.8% 67,316 $3.4M
Hohimer Wealth Management, LLC 0.46% Reduce -4.3% 66,933 $3.4M
Family Office Research LLC 1.38% Add +102.1% 66,971 $3.4M
Aureum Wealth Management, LLC 3.11% — 66,327 $3.4M
Andina Capital Management, LLC 2.03% Add +70.2% 66,232 $3.4M
NovaPoint Capital, LLC 0.86% Reduce -3.0% 65,714 $3.3M
URS Advisory LLC 2.76% — 65,649 $3.3M
Liberty Atlantic Advisors LLC 3.22% — 64,788 $3.3M
TrueMark Investments, LLC 0.62% New 63,867 $3.2M
Financial Partners Group, Inc 0.36% Reduce -3.6% 62,140 $3.1M
Precision Wealth Strategies, LLC 1.01% Add +12.5% 61,667 $3.1M
Helium Advisors LLC 3.16% Reduce -31.4% 61,598 $3.1M
K.J. Harrison & Partners Inc 0.41% Add +96.5% 60,930 $3.1M
Cooper Financial Group 0.33% Add +23.6% 60,448 $3.1M
Onyx Bridge Wealth Group LLC 0.32% Add +60.4% 60,379 $3.1M
Ascentis Independent Advisors 0.49% Add +16.2% 59,774 $3.0M
Maridea Wealth Management LLC 0.45% Add +6.4% 59,107 $3.0M
Gladstone Institutional Advisory LLC 0.11% Add +0.7% 59,059 $3.0M
Ethos Financial Group, LLC 0.22% Add +61.8% 58,505 $3.0M
Beacon Financial Advisory LLC 0.68% Add +0.7% 58,397 $3.0M
Pinnacle Financial Partners, Inc. 0.02% — 58,282 $2.9M
QTR Family Wealth, LLC 1.28% Add +10.6% 57,427 $2.9M
Perigon Wealth Management, LLC 0.05% Add +28.4% 57,554 $2.9M
Gambit Capital Management, LLC 2.06% — 56,842 $2.9M
Fourth Dimension Wealth, LLC 1.02% Add +3.4% 55,448 $2.8M
Symphony Financial Services, Inc. 1.44% Reduce -73.0% 55,436 $2.8M
Addison Capital Co 0.69% New 54,700 $2.8M
Cornerstone Wealth Group, LLC 0.19% Add +3.4% 54,472 $2.8M
Macroview Investment Management LLC 1.88% Reduce -2.9% 54,133 $2.7M
GeoWealth Management, LLC 0.10% Reduce -13.1% 53,954 $2.7M
Brooklyn Investment Group 0.12% New 53,210 $2.7M
Elevation Point Wealth Partners, LLC 0.13% Add +6.7% 52,564 $2.7M
Vestmark Advisory Solutions, Inc. 0.04% Add +121.8% 52,564 $2.7M
Core Wealth Partners LLC 1.19% Add +2.3% 52,409 $2.7M
Camelot Portfolios, LLC 1.64% Reduce -16.6% 52,379 $2.6M
Byrne Financial Freedom, LLC 1.20% New 51,785 $2.6M
Faithward Advisors, LLC 0.38% Reduce -20.1% 51,725 $2.6M
Citizens National Bank Trust Department 0.45% Reduce -10.1% 51,376 $2.6M
AdvisorNet Financial, Inc 0.14% Add +13.2% 50,940 $2.6M
Guggenheim Capital LLC 0.02% Add +10.5% 50,883 $2.6M
Callodine Capital Management, LP 0.20% New 50,000 $2.5M
Fifth Third Bancorp 0.01% Add +2.6% 49,700 $2.5M
Arkadios Wealth Advisors 0.05% Add +10.1% 49,474 $2.5M
Pullen Investment Management, LLC 1.31% Add +37.2% 49,315 $2.5M
Syon Capital LLC 0.12% Add +3.5% 49,305 $2.5M
TRUE Private Wealth Advisors 0.25% Add +93.2% 48,626 $2.5M
Pennington Partners & Co., LLC 0.97% No change 47,983 $2.4M
Howard Wealth Management, LLC 1.05% Add +33.0% 47,612 $2.4M
Sierra Capital LLC 0.25% Add +0.0% 47,491 $2.4M
Founders Financial Securities LLC 0.14% Reduce -0.8% 47,321 $2.4M
Flputnam Investment Management Co. 0.03% Reduce -69.0% 47,279 $2.4M
Arete Wealth Advisors, LLC 0.17% Reduce -7.2% 47,244 $2.4M
Parkwoods Wealth Partners, LLC 0.70% Add +26.1% 47,223 $2.4M
Ipsen Advisor Group LLC 1.69% Add +2.5% 47,082 $2.4M
Wilkerson Advisory Group LLC 0.84% — 46,961 $2.4M
First Foundation Advisors 0.09% Reduce -15.9% 46,945 $2.4M
ShoreHaven Wealth Partners, LLC 0.85% Add +47.2% 46,925 $2.4M
Darden Wealth Group Inc 1.15% Add +11.0% 46,920 $2.4M
ArrowMark Colorado Holdings LLC 0.05% Add +66.8% 46,827 $2.4M
Wealth Enhancement Trust Services, Inc. 0.30% — 46,504 $2.4M
Mendel Money Management 0.98% Add +2.0% 46,355 $2.3M
Asset Allocation Strategies LLC 0.43% Add +4.2% 45,909 $2.3M
Main Street Financial Solutions, LLC 0.17% Add +73.8% 45,815 $2.3M
Bucket List Wealth Management, LLC 1.34% — 44,442 $2.2M
Focus Financial Network, Inc. 0.08% Reduce -0.1% 44,340 $2.2M
Paladin Wealth, LLC 1.53% Add +6.5% 44,217 $2.2M
Insigneo Advisory Services, LLC 0.16% Reduce -19.7% 44,195 $2.2M
Norden Group LLC 0.22% Reduce -22.7% 44,126 $2.2M
tru Independence LLC 0.56% Add +3.3% 43,936 $2.2M
Ballast Rock Private Wealth LLC 1.38% — 43,613 $2.2M
Breakwater Capital Group 0.31% Add +5.4% 43,411 $2.2M
GK Wealth Management LLC 1.59% Add +13.1% 43,065 $2.2M
Assetmark, Inc. 0.00% Reduce -40.9% 42,748 $2.2M
EdgeRock Capital LLC 0.57% Add +13.3% 42,619 $2.2M
Seneca House Advisors 0.81% Add +41.9% 42,615 $2.2M
SHP Wealth Management 0.17% — 42,506 $2.1M
Whalen Wealth Management Inc. 1.15% Reduce -56.1% 42,292 $2.1M
Detalus Advisors, LLC 0.52% Add +22.2% 42,201 $2.1M
Avid Wealth Partners LLC 1.04% Add +18.8% 42,146 $2.1M
Fermata Advisors, LLC 0.51% Reduce -9.2% 41,831 $2.1M
Tailwinds Wealth, LLC 2.27% — 41,638 $2.1M
Smartleaf Asset Management LLC 0.08% Add +292564.3% 40,973 $2.1M
Cape Investment Advisory, Inc. 0.64% Add +345.3% 40,914 $2.1M
Wesbanco Bank Inc. 0.06% Add +300.0% 40,000 $2.0M
American Trust 0.17% Reduce -9.6% 39,587 $2.0M
Advisors Asset Management, Inc. 0.03% Add +1.6% 39,200 $2.0M
B. Riley Wealth Advisors, Inc. 0.09% Add +3.8% 38,275 $1.9M
Mercer Global Advisors Inc. 0.00% Add +24.4% 36,525 $1.9M
Captrust Financial Advisors 0.00% Add +311.3% 37,588 $1.9M
Gibbs Wealth Management 0.46% Reduce -4.5% 37,387 $1.9M
Almanack Investment Partners, LLC. 0.32% Reduce -47.9% 37,288 $1.9M
E&G Advisors, LLC 0.42% No change 37,115 $1.9M
Element Wealth, LLC 0.75% Add +0.6% 35,901 $1.8M
Kennedy Investment Group, Inc. 0.68% Add +13.8% 35,599 $1.8M
Eagle Global Advisors LLC 0.07% Add +41.6% 35,450 $1.8M
Colter Lewis Investment Partners LLC 2.06% — 35,205 $1.8M
4WEALTH Advisors, Inc. 1.54% Add +1.7% 35,165 $1.8M
Beaumont Asset Management, L.L.C. 0.89% Add +49.1% 35,115 $1.8M
Aspen Wealth Strategies, LLC 0.95% Reduce -18.2% 34,358 $1.7M
Koshinski Asset Management, Inc. 0.11% Add +0.1% 34,217 $1.7M
Opinicus Capital, Inc. 1.21% Add +57.6% 34,197 $1.7M
SteelPeak Wealth, LLC 0.06% Reduce -20.0% 33,875 $1.7M
Diversify Wealth Management, LLC 0.08% New 33,538 $1.7M
Segment Wealth Management, LLC 0.10% Add +0.9% 33,190 $1.7M
Stonebridge Financial Planning Group, LLC 0.60% Add +111.6% 33,132 $1.7M
WFA of San Diego, LLC 1.22% Reduce -3.4% 32,868 $1.7M
Banque Pictet & Cie SA 0.02% No change 32,860 $1.7M
WCG Wealth Advisors LLC 0.05% Add +21.0% 32,828 $1.7M
HM Payson & Co. 0.02% Add +3.8% 32,803 $1.7M
Impact Partnership Wealth, LLC 0.21% Add +8.3% 32,553 $1.6M
Beck Capital Management, LLC 0.39% Reduce -13.4% 32,497 $1.6M
Cozad Asset Management Inc. 0.13% Add +7.0% 32,247 $1.6M
Community Bank, N.A. 0.19% Add +3.0% 32,213 $1.6M
Stratos Investment Management, LLC 0.07% Reduce -1.4% 32,176 $1.6M
Tounjian Advisory Partners, LLC 0.55% Reduce -14.1% 32,174 $1.6M
Richmond Investment Services, LLC 0.28% Add +16.4% 31,520 $1.6M
M Wealth Management, LLC 1.37% Reduce -5.5% 31,171 $1.6M
Sterneck Capital Management, LLC 0.71% Add +11.9% 31,038 $1.6M
Ehrlich Financial Group 0.89% Reduce -18.5% 30,959 $1.6M
Laffer Tengler Investments, Inc. 0.27% Reduce -0.5% 30,879 $1.6M
Spire Wealth Management 0.05% Add +13.1% 30,699 $1.6M
Alpine Bank Wealth Management 0.22% Reduce -41.6% 30,480 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -40.5% 30,172 $1.5M
Legacy Financial Strategies, LLC 0.27% Add +29.4% 30,080 $1.5M
DAVENPORT & Co LLC 0.01% Add +0.9% 30,043 $1.5M
Endeavor Private Wealth, Inc. 0.43% Add +42.3% 29,908 $1.5M
Leo Wealth, LLC 0.11% Add +14.9% 29,851 $1.5M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -3.3% 29,623 $1.5M
Valeo Financial Advisors, LLC 0.03% Reduce -15.7% 29,570 $1.5M
Cresset Asset Management, LLC 0.01% Add +586.6% 29,488 $1.5M
Portside Wealth Group, LLC 0.20% Add +8.3% 29,301 $1.5M
Parsons Capital Management Inc. 0.08% Reduce -22.5% 28,891 $1.5M
Essential Investment Partners LLC 1.37% — 28,860 $1.5M
Bleakley Financial Group, LLC 0.03% Reduce -7.3% 28,798 $1.5M
PCG Wealth Advisors, LLC 0.41% Reduce -5.4% 28,574 $1.4M
Fulcrum Wealth Advisors, LLC 1.18% — 28,258 $1.4M
Lanark Financial, Inc. 0.11% Add +19.2% 27,717 $1.4M
Creative Financial Designs Inc. 0.09% Reduce -7.2% 26,951 $1.4M
Blue Jean Financial LLC 1.10% — 26,870 $1.4M
KPP Advisory Services LLC 0.20% Reduce -3.0% 26,599 $1.3M
Presidio Capital Management, LLC 0.40% Reduce -0.9% 26,589 $1.3M
First Financial Group Corp 1.12% Add +75.0% 26,020 $1.3M
US Bancorp \de 0.00% Reduce -4.9% 25,763 $1.3M
Toth Financial Advisory Corp. 0.14% Reduce -7.9% 25,576 $1.3M
Crusonia Wealth Advisors LLC 0.28% — 25,557 $1.3M
Pasadena Private Wealth, LLC 0.18% Add +31.2% 25,457 $1.3M
Secured Retirement Advisors, LLC 0.71% Add +2.5% 25,304 $1.3M
Condor Capital Management 0.10% Reduce -5.2% 25,016 $1.3M
Wedbush Securities Inc. 0.04% Reduce -3.3% 24,694 $1.2M
Axxcess Wealth Management, LLC 0.02% Add +3.1% 24,582 $1.2M
KG Capital Management 0.32% Add +10.1% 24,436 $1.2M
Omnitrust Wealth Management, Inc 1.57% — 24,417 $1.2M
Private Trust Co. NA 0.11% Reduce -8.4% 24,411 $1.2M
Choreo, LLC 0.02% Add +50.1% 24,359 $1.2M
Cora Capital Advisors LLC 0.48% Add +19.4% 24,350 $1.2M
Sloy Dahl & Holst, LLC 0.15% Add +1.7% 24,320 $1.2M
Circle Wealth Management, LLC 0.02% Add +28.3% 24,276 $1.2M
Retirement Planning Group, LLC 0.04% Add +75.9% 22,992 $1.2M
Balefire, LLC 0.22% New 22,456 $1.1M
Three Seasons Wealth, LLC 0.11% Reduce -8.4% 22,226 $1.1M
CI Investments Inc. 0.00% No change 22,165 $1.1M
Continuum Advisory, LLC 0.11% Add +13.9% 22,157 $1.1M
Quantinno Capital Management LP 0.00% Add +115.2% 22,002 $1.1M
Bright Futures Wealth Management, LLC. 0.83% Add +29.9% 21,893 $1.1M
Kane Investment Management, Inc. 0.53% Add +4.5% 21,492 $1.1M
Quadrant Private Wealth Management, LLC 0.18% Add +37.8% 21,360 $1.1M
Richard W. Paul & Associates, LLC 0.36% Add +11.0% 21,173 $1.1M
Optivise Advisory Services LLC 0.61% Add +1.6% 20,874 $1.1M
Principal Securities, Inc. 0.02% Add +8.4% 20,867 $1.1M
CGN Advisors LLC 0.08% Add +8.4% 20,848 $1.1M
Triumph Capital Management 0.23% Reduce -4.2% 20,621 $1.0M
Accurate Wealth Management, LLC 0.13% Add +19.0% 20,554 $1.0M
Drucker Wealth 3.0, LLC 0.18% Add +3.0% 20,416 $1.0M
Invst, LLC 0.11% Add +129.2% 20,344 $1.0M
Legacy Advisors, LLC 0.11% Reduce -13.8% 20,295 $1.0M
Equity Wealth Partners, LLC 0.66% Add +11.4% 20,189 $1.0M
OpenArc Corporate Advisory, LLC 0.02% — 20,180 $1.0M
Western Wealth Management, LLC 0.05% Add +66.6% 20,110 $1.0M
Autumn Glory Partners, LLC 0.36% No change 20,105 $1.0M
Revisor Wealth Management LLC 0.27% Add +160.3% 20,032 $1.0M
Ruggaard & Associates LLC 0.40% Reduce -0.3% 20,060 $1.0M
M Holdings Securities, Inc. 0.07% New 19,854 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Add +2.6% 19,800 $1.0M
BOS Asset Management, LLC 0.27% Add +33.5% 19,743 $999K
Betterment LLC 0.00% Add +6.9% 19,740 $998K
Qube Research & Technologies Ltd 0.00% Add +0.4% 19,640 $993K
Uptown Financial Advisors LLC 0.83% Add +4.2% 19,268 $975K
Calton & Associates, Inc. 0.14% Reduce -3.6% 19,230 $973K
Simplicity Wealth,LLC 0.06% Reduce -8.3% 18,639 $943K
Savvy Advisors, Inc. 0.03% Reduce -49.4% 18,226 $922K
Heritage Family Offices, LLP 0.42% Add +0.3% 18,214 $921K
Wealth Management Partners, LLC 0.26% Add +3.2% 18,204 $921K
Boyd Watterson Asset Management LLC 0.26% No change 18,000 $910K
Garden State Investment Advisory Services LLC 0.21% Reduce -33.5% 17,823 $902K
Curi Capital, LLC 0.02% Add +0.6% 17,679 $894K
Balance Wealth Partners LLC 0.28% Reduce -22.9% 17,472 $884K
Transamerica Financial Advisors, LLC 0.07% Reduce -3.2% 17,410 $881K
Avidian Wealth Enterprises, LLC 0.03% Reduce -14.9% 17,349 $877K
Sargent Investment Group, LLC 0.11% Add +2.5% 17,140 $867K
Pacific Park Financial, Inc. 0.54% — 17,047 $862K
Annex Advisory Services, LLC 0.02% Reduce -15.5% 16,941 $857K
Scotia Capital Inc. 0.00% Reduce -3.5% 16,778 $849K
Rise Advisors, LLC 0.30% Add +1.8% 16,729 $846K
Regions Financial Corp. 0.01% Reduce -11.8% 16,630 $841K
PAX Financial Group, LLC 0.14% Add +9.4% 16,548 $837K
Sepio Capital, LP 0.05% Add +142.6% 16,523 $836K
Navis Wealth Advisors, LLC 0.35% New 16,459 $832K
Elm3 Financial Group, LLC 0.67% Reduce -34.9% 16,044 $812K
Berman McAleer LLC 0.11% Add +6.7% 15,902 $804K
Keystone Financial Group 0.06% Add +46.2% 15,845 $801K
PFG Investments, LLC 0.04% Add +9.3% 15,820 $800K
Opal Wealth Advisors, LLC 0.21% Reduce -24.8% 15,738 $796K
Vantage Financial Partners, LLC 0.16% Reduce -1.4% 15,706 $794K
Entelevest, LLC 0.82% — 15,677 $793K
Brucke Financial, Inc. 0.43% New 15,568 $787K
Duncan Williams Asset Management, LLC 0.19% New 15,312 $776K
Avise Financial Cooperative, Inc. 0.70% — 15,178 $768K
Kelleher Financial Advisors 0.18% New 15,079 $763K
Essex Financial Services, Inc. 0.04% Add +18.3% 14,841 $751K
LaSalle St. Investment Advisors, LLC 0.12% Add +9.3% 14,723 $744K
Focused Alpha, LLC 0.22% — 14,535 $735K
Canvas Wealth Advisors, LLC 0.12% No change 14,300 $723K
Krilogy Financial LLC 0.02% Add +14.5% 14,047 $713K
XTX Topco Ltd 0.02% New 13,980 $707K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +0.4% 13,554 $686K
Corient Private Wealth LP 0.00% Reduce -9.6% 13,438 $680K
BlueChip Wealth Advisors LLC 0.28% Reduce -51.4% 13,373 $676K
Safe Harbor Wealth Advisors, LLC 0.65% — 13,229 $671K
Wealthcare Capital Partners, LLC 0.31% Add +37.0% 13,202 $668K
Robinhood Asset Management, LLC 0.05% — 13,178 $667K
Freestate Advisors LLC 0.54% Add +24.8% 13,032 $659K
Pine Harbor Wealth Management, LLC 0.20% Add +0.8% 12,890 $652K
Principle Wealth Partners LLC 0.04% Reduce -6.2% 12,258 $620K
Graham Capital Wealth Management, LLC 0.57% Reduce -8.7% 12,230 $619K
Colonial River Investments, LLC 0.22% Add +5.8% 12,215 $618K
Meridian Investment Counsel Inc. 0.15% Add +145.4% 12,150 $615K
SAM Advisors, LLC 0.19% Reduce -12.3% 12,103 $612K
Sequent Planning LLC 0.16% Add +9.9% 12,046 $609K
Private Advisory Group LLC 0.05% Add +182.4% 11,813 $598K
Signet Financial Management, LLC 0.07% Add +46.8% 11,775 $596K
National Bank of Canada 0.00% Reduce -94.9% 11,605 $587K
International Assets Investment Management, LLC 0.04% Add +33.6% 11,487 $581K
Muirfield Wealth Advisors LLC 0.42% Reduce -0.9% 11,228 $568K
John W. Brooker & Co., CPAs 1.01% Add +138.4% 11,206 $567K
Csenge Advisory Group 0.03% Add +10.3% 11,172 $565K
Resolute Capital, LLC 0.23% — 11,095 $561K
Crewe Advisors LLC 0.05% Add +9.1% 10,901 $551K
Redwood Investment Management, LLC 0.06% Add +8.0% 10,804 $546K
Alchemi Wealth, LLC 0.30% — 10,763 $544K
Avantra Family Wealth, Inc. 0.39% Add +62.4% 10,734 $543K
Ameriflex Group, Inc. 0.28% New 10,650 $539K
Transatlantique Private Wealth LLC 0.17% Reduce -28.2% 10,611 $537K
Genesis Financial Group, LLC 0.31% — 10,512 $532K
Quantum Portfolio Management LLC 0.23% No change 10,400 $526K
Daymark Wealth Partners, LLC 0.02% Reduce -12.7% 10,335 $523K
Redwood Family Wealth LLC 0.52% — 10,325 $522K
Seelaus Asset Management LLC 0.42% Reduce -11.7% 10,236 $518K
Woodard & Co. Asset Management Group Inc. 0.08% Reduce -28.9% 10,200 $516K
Euro Pacific Asset Management, LLC 0.06% Reduce -22.9% 9,996 $507K
BlackDiamond Wealth Management, LLC 0.25% Add +23.5% 9,955 $505K
Wealthspire Retirement, LLC 0.03% Reduce -14.0% 9,923 $502K
Sterling Investment Advisors, Ltd. 0.09% No change 9,890 $500K
Impact Capital Partners LLC 0.15% Reduce -23.2% 9,870 $499K
Steinberganna Wealth Management 0.23% Add +1.8% 9,856 $499K
First Heartland Consultants, Inc. 0.04% Add +2.7% 9,837 $498K
Paladin Partners, LLC 0.37% — 9,759 $494K
Planning Project LLC 0.12% — 9,648 $488K
Pallas Capital Advisors LLC 0.02% Add +18.4% 9,635 $487K
Haverford Financial Services, Inc. 0.14% No change 9,585 $485K
Cyndeo Wealth Partners, LLC 0.03% Reduce -4.0% 9,529 $482K
Vertex Planning Partners, LLC 0.11% Add +0.1% 9,179 $464K
BTS Asset Management, Inc. 0.61% Reduce -0.8% 8,939 $452K
A. D. Beadell Investment Counsel, Inc. 0.29% No change 8,900 $450K
SeaCrest Wealth Management, LLC 0.05% Add +12.6% 8,838 $447K
Mosaic Financial Group, LLC 0.31% Add +1.1% 8,838 $447K
Hobbs Group Advisors, LLC 0.13% Reduce -14.4% 8,830 $447K
Leelyn Smith, LLC 0.06% Reduce -32.6% 8,782 $444K
Key Financial Inc 0.08% Reduce -14.2% 8,719 $441K
Perennial Investment Advisors, LLC 0.03% Add +13.7% 8,682 $439K
CAP Partners, LLC 0.25% Reduce -43.0% 8,615 $436K
Tennessee Valley Asset Management Partners 0.06% New 8,583 $434K
Aaron Wealth Advisors LLC 0.02% Reduce -97.7% 8,541 $432K
Exchange Traded Concepts, LLC 0.00% Reduce -98.1% 8,514 $431K
Laurel Wealth Advisors LLC 0.06% New 8,500 $430K
Kovack Advisors, Inc. 0.02% Add +26.4% 8,392 $424K
J.M. Arbour, LLC 0.41% — 8,124 $411K
GPS Wealth Strategies Group, LLC 0.35% Reduce -95.6% 8,041 $407K
StoneCrest Wealth Management, Inc. 0.16% Reduce -6.7% 8,026 $406K
YHB Investment Advisors, Inc. 0.03% Add +41.9% 8,014 $405K
Planned Solutions, Inc. 0.13% Reduce -25.6% 7,783 $394K
D.A. Davidson & Co. 0.00% Add +76.5% 7,747 $392K
Bryn Mawr Trust Advisors, LLC 0.02% Add +9.8% 7,741 $392K
Raleigh Capital Management Inc. 0.14% Add +4.7% 7,437 $376K
Outlook Wealth Advisors, LLC 0.08% Reduce -1.9% 7,423 $375K
Kingswood Wealth Advisors, LLC 0.02% Reduce -0.3% 7,387 $374K
Comprehensive Financial Consultants Institutional, Inc. 0.11% Add +30.9% 7,275 $368K
Meridian Wealth Management, LLC 0.01% Reduce -70.7% 7,255 $367K
Blue Chip Partners, LLC 0.03% Reduce -12.7% 7,245 $366K
Moors & Cabot, Inc. 0.02% New 7,235 $366K
Running Point Capital Advisors, LLC 0.10% Reduce -13.4% 7,225 $365K
Bauman Advisory Group, LLC 0.29% — 7,201 $364K
Cottage Street Advisors LLC 0.15% New 7,193 $364K
Hurley Capital, LLC 0.20% Add +1.8% 7,183 $363K
Balboa Wealth Partners 0.06% Reduce -1.4% 7,181 $363K
Snowden Capital Advisors LLC 0.01% Reduce -13.0% 6,935 $351K
Golden State Wealth Management, LLC 0.04% Add +24.9% 6,907 $349K
Emerald Advisors, LLC 0.05% Add +2.6% 6,836 $346K
Insight Wealth Strategies, LLC 0.04% Reduce -41.3% 6,836 $346K
Wedmont Private Capital 0.01% Add +1.0% 6,817 $345K
Columbia Advisory Partners LLC 0.23% Reduce -15.3% 6,785 $343K
McCarthy & Cox 4.07% Reduce -97.5% 6,641 $336K
Cullen/Frost Bankers, Inc. 0.00% Add +3.5% 6,596 $334K
Reicon Wealth Advisors, LLC 0.24% — 6,570 $332K
Intrepid Financial Planning Group LLC 0.13% Add +2.8% 6,568 $332K
Triad Wealth Partners, LLC 0.03% New 6,550 $331K
Flagship Harbor Advisors, LLC 0.02% Reduce -5.4% 6,504 $329K
Capital Advisory Group Advisory Services, LLC 0.10% New 6,500 $329K
Whittier Trust Co. 0.00% No change 6,447 $326K
Lloyd Advisory Services, LLC. 0.13% Reduce -1.2% 6,437 $326K
Integrity Alliance, Llc. 0.01% Add +56.1% 6,404 $324K
Prosperity Financial Group, Inc. 0.12% Add +53.6% 6,391 $323K
Firestone Capital Management 0.07% New 6,365 $322K
Mayflower Financial Advisors, LLC 0.04% New 6,300 $319K
River Street Advisors LLC 0.12% Reduce -20.5% 6,217 $314K
Howard Bailey Securities, LLC 0.12% Reduce -14.5% 6,189 $313K
Global Assets Advisory, LLC 0.09% New 6,169 $312K
A4 Wealth Advisors LLC 0.27% Reduce -36.6% 6,097 $308K
XY Planning Network, Inc. 0.05% New 6,095 $308K
Bridgewater Advisors Inc. 0.02% Reduce -18.2% 5,959 $303K
Money Concepts Capital Corp. 0.02% New 5,919 $299K
Quotient Wealth Partners, LLC 0.01% No change 5,918 $299K
Trust Co. of Oklahoma 0.09% No change 5,882 $298K
Alteri Wealth LLC 0.10% Add +8.6% 5,833 $295K
Cwm, LLC 0.00% Reduce -4.6% 5,842 $295K
Security Financial Services, INC. 0.05% New 5,829 $295K
Avaii Wealth Management, LLC 0.11% Add +20.6% 5,818 $294K
World Equity Group, Inc. 0.08% Reduce -8.9% 5,817 $294K
Heck Capital Advisors, LLC 0.02% Reduce -21.5% 5,750 $291K
McDonald Partners LLC 0.09% New 5,738 $290K
Fourpath Capital Management, LLC 0.04% Reduce -9.4% 5,680 $287K
Mayfair Advisory Group, LLC 0.11% Reduce -8.1% 5,658 $286K
Mraz, Amerine & Associates, Inc. 0.04% Reduce -98.5% 5,652 $286K
Idaho Trust Co 0.09% Reduce -6.6% 5,592 $283K
Redhawk Wealth Advisors, Inc. 0.03% Add +10.0% 5,578 $282K
City Center Advisors, LLC 0.26% New 5,577 $282K
Compound Planning, Inc. 0.01% Add +34.4% 5,526 $279K
Chesapeake Asset Management LLC 0.23% New 5,500 $278K
Community Bank & Trust, Waco, Texas 0.06% New 5,500 $278K
Burney Co./ 0.01% Add +16.4% 5,430 $275K
KWB Wealth 0.03% Add +0.3% 5,429 $275K
Sunpointe, LLC 0.09% Reduce -29.1% 5,420 $274K
Basso Capital Management, L.P. 0.16% New 5,413 $274K
Summit Wealth Group LLC / Co. 0.04% New 5,367 $271K
Wealth Watch Advisors, INC 0.10% Add +4.9% 5,314 $269K
Ehrenkranz Partners L.P. 0.30% Reduce -96.7% 5,282 $267K
Millstone Evans Group, LLC 0.16% No change 5,261 $266K
WESPAC Advisors, LLC 0.14% No change 5,241 $265K
Commonwealth Financial Services, LLC 0.04% New 5,232 $265K
XML Financial, LLC 0.02% Add +13.0% 5,225 $264K
Plotkin Financial Advisors, LLC 0.13% No change 5,165 $261K
Founders Financial Alliance, LLC 0.05% Add +1.8% 5,155 $261K
Signature Equity Partners, LLC 0.14% — 5,096 $258K
Activest Wealth Management 0.05% New 5,085 $257K
High Net Worth Advisory Group LLC 0.06% New 5,024 $254K
Goldstone Financial Group, LLC 0.03% New 5,007 $253K
Tectonic Advisors LLC 0.01% Add +23.4% 5,004 $253K
Sequoia Financial Advisors, LLC 0.00% New 4,959 $251K
Integrity Investment Advisors, LLC 0.14% Reduce -91.3% 4,935 $250K
Accredited Investor Services, LLC 0.17% Reduce -38.5% 4,928 $249K
Alliance Wealth Advisors, LLC 0.05% Reduce -14.1% 4,927 $249K
Northern Trust Corp. 0.00% New 4,924 $249K
Worth Financial Advisory Group, LLC 0.12% New 4,886 $247K
CoreCap Advisors, LLC 0.01% Reduce -5.7% 4,699 $238K
West Wealth Group, LLC 0.05% Add +0.8% 4,698 $238K
Allworth Financial LP 0.00% Reduce -20.4% 4,687 $237K
GM Advisory Group, LLC 0.01% Reduce -49.6% 4,658 $236K
Brookwood Investment Group LLC 0.03% Reduce -9.3% 4,634 $234K
Larch Capital Partners LLC 0.03% — 4,585 $232K
First Trust Advisors LP 0.00% New 4,491 $227K
Burford Brothers, Inc. 0.09% No change 4,444 $225K
Advisor Resource Council 0.08% Reduce -1.1% 4,442 $225K
Wellspring Financial Advisors, LLC 0.02% No change 4,440 $225K
TCFG Wealth Management, LLC 0.09% Reduce -1.3% 4,418 $223K
Titleist Asset Management, LLC 0.02% Add +1.5% 4,376 $221K
OneAscent Family Office, LLC 0.15% Reduce -0.6% 4,357 $220K
Spectrum Wealth Advisory Group, LLC 0.08% Reduce -17.6% 4,329 $219K
Fisher Asset Management 0.00% New 4,182 $212K
Empirical Asset Management, LLC 0.06% Reduce -12.0% 4,135 $209K
HUB Investment Partners, LLC 0.01% Reduce -92.2% 4,055 $205K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -20.0% 4,000 $202K
Wealthspire Advisors, LLC 0.00% Reduce -1.8% 3,997 $202K
Aptus Capital Advisors, LLC 0.00% Add +6.0% 3,844 $194K
Glassman Wealth Services 0.03% New 3,697 $187K
BlackRock, Inc. 0.00% Reduce -99.4% 3,374 $171K
Obsidian Cio, LLC 0.25% Reduce -92.9% 3,299 $167K
Wellington-Altus USA Inc. 0.12% — 3,250 $164K
Sound Income Strategies, LLC 0.01% Reduce -50.3% 3,098 $157K
Transce3nd, LLC 1.24% Reduce -14.3% 3,031 $154K
Annis Gardner Whiting Capital Advisors, LLC 0.03% New 2,971 $150K
Ninety One UK Ltd 0.00% No change 2,691 $136K
Rossby Financial, LCC 0.04% Reduce -94.5% 2,490 $126K
Financial Network Wealth Advisors LLC 0.13% Add +8.9% 2,441 $123K
Blue Trust, Inc. 0.00% Add +1626.0% 2,192 $111K
Trust Co. of Vermont 0.00% Reduce -6.3% 2,182 $110K
Parallel Advisors, LLC 0.00% Add +264.6% 1,918 $97K
Capital Analysts, LLC 0.00% Add +646.1% 1,813 $92K
CIBC Private Wealth Group LLC 0.00% Reduce -25.7% 1,796 $91K
Quest 10 Wealth Builders, Inc. 0.07% Add +10.9% 1,657 $84K
Financial Connections Group, Inc. 0.03% Reduce -48.8% 1,500 $75K
Clearstead Trust, LLC 0.01% Reduce -3.8% 1,438 $73K
MidFirst Bank 0.01% — 1,396 $71K
IAG Wealth Partners, LLC 0.01% No change 1,340 $68K
Covenant Partners, LLC 0.02% New 1,284 $65K
Heritage Wealth Advisors 0.00% Add +1.8% 1,216 $61K
TCTC Holdings, LLC 0.00% No change 1,196 $60K
GHP Investment Advisors, Inc. 0.00% No change 1,100 $56K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -66.7% 1,000 $51K
First United Bank & Trust 0.02% No change 979 $50K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 960 $49K
Westside Investment Management, Inc. 0.01% Reduce -10.0% 900 $46K
Global Trust Asset Management, LLC 0.02% Reduce -29.6% 892 $45K
UMB Bank, n.a. 0.00% New 814 $41K
Optima Capital LLC 0.02% New 800 $40K
Gables Capital Management Inc. 0.02% No change 778 $39K
HFM Investment Advisors, LLC 0.01% Reduce -13.9% 755 $38K
Colonial Trust Advisors 0.00% Add +365.4% 754 $38K
Wellington Grp LLC 0.01% — 743 $38K
Kingdom Financial Group LLC. 0.01% Reduce -97.4% 743 $38K
Turim 21 Investimentos Ltda. 0.01% Reduce -9.4% 716 $36K
Larson Financial Group LLC 0.00% No change 693 $35K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% — 577 $29K
PNC Financial Services Group, Inc. 0.00% Reduce -63.8% 538 $27K
Caldwell Sutter Capital, Inc. 0.01% No change 501 $25K
Simplex Trading, LLC 0.00% Add +339.8% 453 $23K
Ascentis Wealth Management, LLC 0.01% No change 449 $23K
Legacy Wealth Managment, LLC 0.01% Add +578.1% 434 $22K
Hilton Head Capital Partners, LLC 0.01% — 400 $20K
Lodestone Wealth Management LLC 0.01% New 370 $19K
Missouri Trust & Investment Co 0.00% New 315 $16K
Rosenberg Matthew Hamilton 0.00% No change 295 $15K
Richard Bernstein Advisors LLC 0.00% No change 279 $14K
Strategic Wealth Partners, Ltd. 0.00% Reduce -97.6% 250 $13K
Tucker Asset Management LLC 0.00% New 239 $12K
Evolution Wealth Management Inc. 0.01% No change 238 $12K
Concord Wealth Partners 0.00% No change 225 $11K
Decker Retirement Planning Inc. 0.01% No change 197 $10K
JNBA Financial Advisors 0.00% Add +1.8% 171 $9K
Essential Partners LLC 0.00% Add +70.8% 123 $6K
Elevated Capital Advisors, LLC 0.00% New 100 $5K
TD Private Client Wealth LLC 0.00% No change 96 $5K
Align Financial, LLC 0.00% — 4,653 $5K
Trust Co. of Toledo NA 0.00% No change 91 $5K
Coston, McIsaac & Partners 0.00% No change 93 $4K
Avion Wealth 0.00% No change 84 $4K
CENTRAL TRUST Co 0.00% New 70 $4K
Motiv8 Investments LLC 0.00% New 55 $3K
Key Capital Management, INC 0.00% — 50 $3K
Farmers & Merchants Investments Inc. 0.00% No change 50 $3K
SageView Advisory Group, LLC 0.00% New 49 $2K
Networth Advisors, LLC 0.00% — 41 $2K
New Millennium Group LLC 0.00% New 40 $2K
Quaker Wealth Management, LLC 0.00% Reduce -50.0% 39 $2K
EPG Wealth Management LLC 0.00% No change 34 $2K
MV Capital Management, Inc. 0.00% No change 25 $1K
EverSource Wealth Advisors, LLC 0.00% No change 16 $809
Creative Capital Management Investments LLC 0.00% No change 8 $405
Affinity Wealth LLC 0.00% No change 5 $253
Deutsche Bank AG 0.00% No change 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.