Janus Henderson Aaa Clo ETFJAAAETF

13F holders, Q1 2026 (March 31)
841holders −4
81new positions
75sold out
3famous investors
$50.38avg. 13F price*

At the end of Q1 2026, 841 institutions reported holding Janus Henderson Aaa Clo ETF (JAAA) in their 13F filings, down 4 from Q4 2025. 81 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($2.0B), Allianz SE ($2.0B) and Morgan Stanley ($1.1B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Janus Henderson Aaa Clo ETF
Filed as
JANUS DETROIT STR TR (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions81$231.7M
Exits75$303.2M

All 13F filers, Q4 2025 → Q1 2026: 57,071,354 shares bought and 22,232,300 shares sold, net +34,839,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 841 holders

Bank of America Corp. 0.15% Add +33.8% 40,377,740 $2.0B
Allianz SE 22.40% Add +52.1% 40,102,132 $2.0B
Morgan Stanley 0.06% Add +1.1% 20,849,306 $1.1B
LPL Financial LLC 0.18% Reduce -0.1% 13,252,376 $667.5M
Barings LLC 10.84% Add +115.2% 12,909,176 $650.2M
Focus Partners Wealth 0.53% Add +13.6% 9,346,524 $472.3M
Raymond James Financial Inc. 0.11% Add +5.1% 7,269,530 $366.2M
Wells Fargo & Company 0.07% Reduce -7.6% 6,888,669 $347.0M
UBS Group AG 0.06% Add +4.4% 6,848,479 $345.0M
Envestnet Asset Management Inc. 0.09% Reduce -7.6% 6,343,669 $319.5M
Cetera Investment Advisers 0.30% Add +16.1% 5,552,525 $279.7M
Royal Bank of Canada 0.05% Add +12.0% 5,251,509 $264.5M
Sage Mountain Advisors LLC 18.23% Add +3.0% 5,170,765 $260.5M
Keybank National Association 0.86% Add +4.3% 4,697,846 $236.6M
Ameriprise Financial Inc. 0.05% Add +26.9% 4,007,852 $201.7M
Arch Capital Group LTD. 68.37% No change 3,941,665 $198.5M
HighTower Advisors, LLC 0.20% Reduce -7.7% 3,823,315 $192.6M
Charles Schwab Investment Management Inc. 0.03% Add +2.4% 3,800,488 $191.4M
Midland Wealth Advisors, LLC 9.28% Add +4.8% 3,574,015 $180.0M
Signaturefd, LLC 2.68% Add +4.0% 3,466,155 $174.6M
Kestra Advisory Services, LLC 0.61% Add +19.7% 3,217,418 $162.1M
Janus Henderson Group PLC 0.07% Add +152.2% 2,941,973 $148.2M
Mariner, LLC 0.17% Add +0.3% 2,819,146 $142.0M
Modern Wealth Management, LLC 2.38% Add +5.2% 2,755,685 $138.8M
RiverFront Investment Group, LLC 2.06% Add +1.4% 2,642,955 $133.1M
AE Wealth Management LLC 0.72% Add +4.3% 2,640,486 $133.0M
Osaic Holdings, Inc. 0.18% Add +1.6% 2,478,941 $124.9M
1900 Wealth Management LLC 7.96% Add +0.7% 2,456,749 $124.0M
Invesco Ltd. 0.01% Reduce -0.0% 2,301,493 $115.9M
Truist Financial Corp. 0.15% Add +3.4% 2,256,576 $113.7M
Greenleaf Trust 1.11% Add +21.7% 2,249,815 $113.3M
TruWealth Advisors, LLC 5.29% Add +3.3% 2,186,984 $110.2M
Cambridge Investment Research Advisors, Inc. 0.27% Add +8.4% 2,099,166 $105.7M
Haverford Trust Co 0.90% Add +9.1% 1,959,963 $98.7M
Advisors Management Group Inc. 17.60% Add +5.2% 1,917,031 $96.6M
Merit Financial Group, LLC 0.62% Add +5.0% 1,657,452 $83.5M
Commonwealth Equity Services, LLC 0.11% Add +55.0% 1,624,072 $81.8M
Obermeyer Wealth Partners 3.71% Add +5.9% 1,598,343 $80.5M
Stifel Financial Corp. 0.07% Reduce -1.0% 1,493,321 $75.2M
Bank of New York Mellon Corp 0.01% Add +23.7% 1,450,557 $73.1M
Gradient Investments LLC 1.10% Add +12.0% 1,407,337 $70.9M
Simon Quick Advisors, LLC 2.98% Reduce -0.7% 1,294,575 $65.2M
Sanctuary Advisors, LLC 0.35% Add +12.8% 1,272,554 $64.1M
&partners 0.29% Add +4.2% 1,177,625 $59.6M
Advisor OS, LLC 4.30% Add +5.0% 1,178,248 $59.3M
Atwood & Palmer Inc. 3.27% Add +3.9% 1,149,903 $57.9M
MJP Associates Inc. 6.99% Add +3.0% 1,142,929 $57.6M
FMR LLC 0.00% Add +49.7% 1,086,774 $54.7M
Commerce Bank 0.26% Reduce -42.2% 1,079,949 $54.4M
Private Advisor Group, LLC 0.25% Reduce -10.1% 1,051,536 $53.0M
EP Wealth Advisors, LLC 0.26% Add +75.7% 1,046,748 $52.7M
Ameritas Advisory Services, LLC 2.01% Add +3.4% 1,023,378 $51.5M
Inspirion Wealth Advisors, LLC 6.42% Reduce -24.8% 1,022,776 $51.5M
Rockefeller Capital Management L.P. 0.09% Reduce -28.0% 996,991 $50.2M
Fragasso Financial Advisors Inc 2.96% Add +2.6% 970,719 $49.0M
Evergreen Capital Management LLC 1.00% Reduce -0.9% 913,080 $46.2M
Ancora Advisors LLC 0.96% Add +11.9% 890,446 $44.9M
Traphagen Investment Advisors LLC 3.51% Add +14.7% 859,924 $43.3M
Great Valley Advisor Group, Inc. 0.75% Add +1.9% 817,279 $41.2M
St Germain D J Co. Inc. 1.60% Reduce -1.9% 804,803 $40.5M
State of Tennessee, Department of Treasury 0.13% Add +693.0% 793,046 $39.9M
Evercore Wealth Management, LLC 0.61% Add +9.3% 775,551 $39.1M
Verdence Capital Advisors LLC 2.27% Add +213.3% 774,368 $39.0M
Flaharty Asset Management, LLC 4.77% Add +1.7% 762,225 $38.4M
Baird Financial Group, Inc. 0.06% Add +35.4% 754,826 $38.0M
Nottingham Advisors, Inc. 4.89% Add +24.8% 754,050 $38.0M
Highline Wealth Partners LLC 9.46% Add +40.8% 733,716 $37.0M
Sowell Financial Services LLC 1.34% Add +3.4% 719,766 $36.3M
Drake & Associates, LLC 6.82% Add +11.5% 710,008 $35.8M
Hilton Capital Management, LLC 2.67% Reduce -9.0% 700,988 $35.3M
Destiny Wealth Partners, LLC 3.82% Reduce -2.0% 693,764 $34.9M
Aprio Wealth Management, LLC 1.82% Add +6.9% 660,550 $33.3M
CX Institutional 1.01% Add +1.5% 659,851 $33.2M
J.W. Cole Advisors, Inc. 1.11% Add +9.5% 654,069 $32.9M
Delphi Financial Group, Inc. 14.83% Reduce -23.6% 646,695 $32.6M
Arax Advisory Partners 0.92% Add +31.3% 643,662 $32.4M
Ocean Park Asset Management, LLC 1.86% Add +81.0% 639,900 $32.2M
Diesslin Group, Inc. 14.49% Add +1.8% 637,921 $32.1M
Clearstead Advisors, LLC 0.29% Add +2.2% 636,837 $32.1M
MML Investors Services, LLC 0.09% Add +6.7% 635,047 $32.0M
New England Private Wealth Advisors LLC 3.68% New 632,115 $31.8M
Brookstone Capital Management 0.36% Add +10.6% 619,099 $31.2M
Endurance Services Ltd 5.03% No change 592,887 $29.9M
Albion Financial Group 1.88% Add +4.1% 577,735 $29.1M
Foster & Motley Inc. 1.49% Add +3.5% 574,201 $28.9M
Cornerstone Advisors Asset Management, LLC 4.46% Add +1.7% 574,143 $28.9M
Talon Private Wealth, LLC 3.83% — 572,000 $28.8M
49 Wealth Management, LLC 2.15% Add +5.2% 571,207 $28.8M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -48.5% 569,919 $28.7M
Waldron Private Wealth LLC 1.06% Reduce -0.6% 539,424 $27.2M
AlphaCore Capital LLC 0.64% Reduce -2.9% 535,288 $27.1M
Independent Financial Group, LLC 0.61% Reduce -0.3% 535,660 $27.0M
Firethorn Wealth Partners, LLC 9.89% Add +17.2% 535,099 $27.0M
Sanchez Wealth Management Group 5.74% Add +5.0% 527,182 $26.6M
Bard Associates Inc. 6.35% Add +52.3% 499,892 $25.3M
Apollo Management Holdings, L.P. 0.49% No change 500,000 $25.2M
Manufacturers Life Insurance Company, The 0.02% No change 493,400 $24.9M
Kestra Private Wealth Services, LLC 0.30% Reduce -0.6% 481,095 $24.2M
Bell Bank 1.02% Add +100.0% 477,660 $24.1M
Stratos Wealth Partners, LTD. 0.28% Reduce -1.1% 477,000 $24.0M
Tower Research Capital LLC (TRC) 0.62% New 473,439 $23.8M
Atlantic Edge Private Wealth Management, LLC 5.83% Add +6.5% 469,461 $23.6M
Orion Capital Management LLC 8.13% Add +9.3% 467,876 $23.6M
TT Capital Management LLC 19.41% Reduce -9.4% 467,405 $23.5M
Independent Advisor Alliance 0.25% New 461,162 $23.2M
Bridgewealth Advisory Group, LLC 4.80% Reduce -5.8% 459,482 $23.1M
PFS Partners, LLC 10.60% Add +4.0% 458,889 $23.1M
Mgo One Seven LLC 0.46% Reduce -8.3% 455,979 $23.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.2% 453,986 $22.9M
Kensington Asset Management, LLC 1.22% Add +174.7% 443,949 $22.4M
Banco BTG Pactual S.A. 4.22% New 429,426 $21.6M
Pallas Capital Advisors LLC 0.80% Add +4284.9% 422,489 $21.3M
IHT Wealth Management, LLC 0.49% Add +86.0% 421,526 $21.2M
Pine Valley Investments Ltd Liability Co 1.03% Add +15.3% 418,897 $21.2M
Susquehanna International Group, LLP 0.03% New 416,056 $21.0M
Cornerstone Advisory, LLC 1.97% Reduce -1.3% 413,574 $20.8M
Dynamic Financial Group 16.80% Add +18.1% 407,794 $20.5M
Scotia Capital Inc. 0.08% Add +2326.1% 407,053 $20.5M
Fusion Capital, LLC 5.41% Add +52.0% 397,835 $20.0M
Atria Investments, Inc 0.22% Reduce -3.9% 387,026 $19.5M
Three Cord True Wealth Management, LLC 10.79% Add +4.1% 385,471 $19.4M
Great Point Wealth Advisors, LLC 3.56% Reduce -0.6% 383,274 $19.3M
Northcape Wealth Management, LLC 5.20% Add +1.3% 378,894 $19.1M
Geneos Wealth Management Inc. 0.41% Add +5.9% 349,101 $17.6M
Apollon Wealth Management, LLC 0.28% Add +25.1% 346,896 $17.5M
Whipplewood Advisors, LLC 8.98% Add +121.5% 343,726 $17.3M
Mason & Associates Inc 3.34% Reduce -5.4% 340,899 $17.2M
Tower Wealth Partners, Inc. 9.51% Add +2.2% 341,711 $17.2M
Kintra Wealth, LLC 1.21% Add +3.7% 340,306 $17.1M
Rehmann Capital Advisory Group 0.89% Reduce -0.3% 338,979 $17.1M
Bienville Capital Management, LLC 3.23% Add +10.4% 337,007 $17.0M
Medallion Wealth Advisors, LLC 5.56% Add +5.0% 337,876 $17.0M
Equitable Holdings, Inc. 0.11% Reduce -18.0% 332,358 $16.8M
Silver Oak Securities, Incorporated 1.23% Add +6.1% 333,274 $16.8M
Black Swift Group, LLC 2.90% Add +108.5% 328,650 $16.6M
Signature Wealth Management Partners, LLC 8.08% Add +2.9% 319,953 $16.1M
Webster Bank, N. A. 1.51% Add +1.1% 317,043 $16.0M
Concurrent Investment Advisors, LLC 0.17% Add +2.3% 314,389 $15.8M
Per Stirling Capital Management, LLC. 1.73% Reduce -5.3% 311,621 $15.7M
Wealthcare Advisory Partners LLC 0.30% Add +8.5% 311,305 $15.7M
1 North Wealth Services LLC 5.65% Add +1.1% 310,427 $15.6M
World Investment Advisors 0.25% Add +11.6% 308,799 $15.6M
Cadent Capital Advisors, LLC 4.03% Add +27.1% 302,097 $15.2M
One Charles Private Wealth Services, LLC 3.81% Add +6.2% 301,265 $15.2M
NBZ Investment Advisors LLC 6.31% Add +2.0% 286,194 $14.4M
PFG Advisors 0.69% Add +21.4% 281,156 $14.2M
Castle Wealth Management LLC 4.54% Add +11.1% 277,054 $14.0M
Scarborough Advisors, LLC 1.50% Add +2.4% 271,520 $13.7M
Crumly & Associates Inc. 2.87% Add +200.0% 270,808 $13.6M
Financial Security Advisor, Inc. 2.44% New 263,148 $13.3M
L2 Asset Management, LLC 1.26% Add +2.0% 262,203 $13.2M
Clearview Wealth Management LLC 9.23% — 259,167 $13.1M
Verus Capital Partners, LLC 0.90% Add +8.9% 258,475 $13.0M
Bleakley Financial Group, LLC 0.20% Add +787.3% 255,533 $12.9M
Hidden Cove Wealth Management, LLC 8.21% Reduce -11.8% 253,599 $12.8M
Goldman Sachs Group Inc. 0.00% Reduce -93.9% 251,517 $12.7M
Farther Finance Advisors, LLC 0.12% Add +56.7% 251,508 $12.7M
TPG Financial Advisors, LLC 4.07% Add +8.6% 248,387 $12.5M
Santori & Peters, Inc. 3.87% Reduce -0.1% 246,936 $12.4M
Centaurus Financial, Inc. 0.59% Add +28.1% 245,942 $12.4M
SeaBridge Investment Advisors LLC 2.09% Add +8.9% 245,182 $12.3M
Nilsine Partners, LLC 0.96% Reduce -9.3% 242,769 $12.3M
MRA Advisory Group 4.99% Add +6.8% 242,446 $12.2M
Smith, Moore & Co. 0.88% Add +31.6% 240,555 $12.1M
Waverly Advisors, LLC 0.09% Add +7.7% 237,490 $12.0M
a16z Perennial Management, L.P. 0.99% Add +0.0% 237,152 $11.9M
RFG Advisory, LLC 0.22% Reduce -8.0% 235,385 $11.9M
Ameritas Investment Partners, Inc. 0.36% Add +5.1% 234,584 $11.8M
Fortis Capital Management LLC 1.58% Reduce -25.8% 234,051 $11.8M
RiverTree Advisors, LLC 7.44% Reduce -3.7% 233,300 $11.8M
Greenwich Wealth Management LLC 0.48% Reduce -11.6% 232,831 $11.7M
JPMorgan Chase & Co. 0.00% Add +36.1% 230,141 $11.6M
Mutual Advisors, LLC 0.25% Reduce -1.7% 229,398 $11.6M
Choreo, LLC 0.14% Add +834.8% 227,698 $11.5M
Diversify Wealth Management, LLC 0.20% Add +573.2% 225,765 $11.4M
Secure Asset Management, LLC 1.81% Reduce -1.5% 226,357 $11.4M
Advance Capital Management, Inc. 0.43% Reduce -73.3% 224,430 $11.3M
Northland Capital Management LLC 6.18% Add +5.8% 224,251 $11.3M
White Pine Investment CO 2.59% Add +13.0% 220,924 $11.1M
Ssi Investment Management LLC 0.90% Reduce -0.1% 214,889 $10.8M
IFP Advisors, Inc 0.22% Add +62.2% 213,503 $10.8M
Cynosure Group, LLC 1.33% Reduce -4.2% 211,047 $10.6M
Headinvest, LLC 2.17% Reduce -4.2% 210,500 $10.6M
Compass Financial Group, Inc. 4.78% Reduce -0.7% 210,479 $10.6M
Rothschild Wealth LLC 0.95% Add +6.2% 209,138 $10.5M
Hennion & Walsh Asset Management, Inc. 0.35% Add +1.4% 208,646 $10.5M
Citadel Advisors 0.01% New 208,416 $10.5M
WT Wealth Management 3.11% Reduce -8.1% 207,877 $10.5M
NewEdge Advisors, LLC 0.04% Reduce -4.3% 205,267 $10.3M
Voisard Asset Management Group, Inc. 2.20% New 204,954 $10.3M
eCIO, Inc. 4.46% Add +17.4% 201,599 $10.2M
Northeast Financial Group, Inc. 2.69% Add +15.4% 200,651 $10.1M
Citigroup Inc. 0.01% New 200,000 $10.1M
Advisory Services Network, LLC 0.13% Add +5.2% 199,960 $10.1M
Ifrah Financial Services, Inc. 2.64% Reduce -1.1% 198,188 $10.0M
Legacy Capital Wealth Management, LLC 5.81% Reduce -13.8% 197,232 $9.9M
Paragon Advisors, LLC 2.67% Reduce -6.7% 196,410 $9.9M
Steward Partners Investment Advisory, LLC 0.05% Reduce -1.3% 196,386 $9.9M
Foundations Investment Advisors, LLC 0.12% Add +5.3% 195,609 $9.9M
Jones Financial Companies LLLP 0.00% Add +17.0% 194,953 $9.8M
Weaver Consulting Group 2.32% Reduce -7.0% 193,084 $9.7M
Vista Investment Management 3.24% Add +2.9% 192,097 $9.7M
Prasad Wealth Partners, LLC 2.62% Add +1.1% 191,311 $9.6M
Visionary Wealth Advisors 0.42% Reduce -8.3% 189,919 $9.6M
Carrera Capital Advisors 1.47% Reduce -52.2% 189,131 $9.6M
Cary Street Partners Financial LLC 0.24% Add +49.8% 189,334 $9.5M
Beacon Harbor Wealth Advisors, Inc. 2.00% Add +4.7% 189,282 $9.5M
Denver PWM, LLC 3.27% Reduce -16.7% 187,724 $9.5M
BIP Wealth, LLC 0.38% Reduce -20.9% 186,725 $9.4M
Sovereign Investment Advisors, LLC 1.97% Reduce -28.4% 183,871 $9.3M
Westover Capital Advisors, LLC 1.70% Add +10.9% 182,977 $9.2M
IVC Wealth Advisors LLC 3.91% Add +9.2% 178,808 $9.0M
HCR Wealth Advisors 0.92% Add +9.7% 177,069 $8.9M
Blue Edge Capital, LLC 1.18% Add +8.6% 176,247 $8.9M
Stonebridge Financial Group, LLC 0.73% Add +6.6% 175,848 $8.9M
Apollon Financial, LLC 1.22% Add +15.1% 175,393 $8.8M
Hall Capital Management Co. Inc. 3.12% Add +5.9% 172,622 $8.7M
Comprehensive Financial Planning, Inc. 6.00% Add +1.1% 171,955 $8.7M
Generation Capital Management LLC 6.27% Add +2.5% 170,396 $8.6M
CreativeOne Wealth, LLC 0.20% Add +1.3% 170,330 $8.6M
Envestnet Portfolio Solutions, Inc. 0.05% Add +17.1% 169,518 $8.5M
Facet Wealth, Inc. 0.15% Add +28.9% 168,872 $8.5M
Atlas Private Wealth Advisors 2.00% Add +0.3% 168,721 $8.5M
Syntegra Private Wealth Group, LLC 0.81% Reduce -71.5% 168,464 $8.5M
Split Rock Private Trading & Wealth Management, LLC 6.57% Reduce -14.0% 168,375 $8.5M
Pennington Partners & Co., LLC 2.89% Add +247.2% 166,583 $8.4M
Lionshead Wealth Management, LLC 6.20% Add +53.0% 166,464 $8.4M
Regent Peak Wealth Advisors LLC 1.71% Add +2.6% 166,029 $8.4M
Northbridge Financial Group, LLC 3.57% Add +57.3% 163,942 $8.3M
Innova Wealth Partners 3.94% Add +42.8% 164,382 $8.3M
Wealthedge Investment Advisors, LLC 3.01% Reduce -4.0% 162,779 $8.2M
Bensler, LLC 0.84% Add +33.6% 161,060 $8.1M
Kelly Financial Services LLC 1.95% Add +42.0% 159,851 $8.1M
Yarger Wealth Strategies, LLC 3.20% Add +22.0% 156,601 $7.9M
Bank of Montreal 0.00% Add +11.4% 155,887 $7.9M
RB Capital Management, LLC 1.73% Add +5.4% 155,130 $7.8M
Auour Investments LLC 2.45% Add +49.5% 154,757 $7.8M
Fifth Third Bancorp 0.01% Add +210.3% 154,245 $7.8M
Harbour Investments, Inc. 0.12% Reduce -5.6% 153,979 $7.8M
Oppenheimer & Co. Inc. 0.09% Reduce -18.2% 153,832 $7.7M
Total Clarity Wealth Management, Inc. 1.82% Reduce -21.6% 153,700 $7.7M
Fortis Group Advisors, LLC 1.28% Add +27.3% 152,952 $7.7M
Kingsview Wealth Management, LLC 0.10% Reduce -14.9% 151,684 $7.6M
Stephens Inc. 0.10% Reduce -1.1% 151,472 $7.6M
Westview Management dba Westview Investment Advisors 3.93% Reduce -8.8% 150,019 $7.6M
AssuredPartners Investment Advisors, LLC 0.82% New 148,547 $7.5M
Courier Capital LLC 0.42% Reduce -30.0% 148,537 $7.5M
Future Financial Wealth Managment LLC 4.82% Add +10.8% 147,469 $7.5M
Sovran Advisors, LLC 0.58% Reduce -0.8% 146,792 $7.4M
Moneta Group Investment Advisors LLC 0.05% Add +29.4% 144,500 $7.3M
Lido Advisors, LLC 0.03% Add +1.9% 144,342 $7.3M
E6 Portfolios, LLC 7.57% Add +15.3% 144,176 $7.3M
WESPAC Advisors SoCal, LLC 1.50% Add +13.0% 139,686 $7.0M
Dogwood Wealth Management LLC 3.05% Add +6.8% 139,294 $7.0M
Convergence Financial, LLC 0.74% New 139,212 $7.0M
Summit Financial, LLC 0.09% Add +3.9% 136,494 $6.9M
Harbor Investment Advisory, LLC 0.54% Reduce -2.0% 137,019 $6.9M
Signal Advisors Wealth, LLC 0.47% Reduce -57.0% 134,992 $6.8M
Englebert Financial Advisers, LLC 7.67% Add +6.6% 133,801 $6.7M
Retirement Management Systems Inc. 1.62% Add +6.4% 133,105 $6.7M
Financial Enhancement Group LLC 0.83% Reduce -47.3% 132,313 $6.7M
Quad-Cities Investment Group, LLC 2.65% Add +0.2% 131,909 $6.6M
MBA Advisors LLC 2.55% Add +37.3% 131,677 $6.6M
Gotham Asset Management 0.02% Reduce -5.3% 131,149 $6.6M
Sage Rhino Capital LLC 1.23% Reduce -6.1% 130,935 $6.6M
FORM Wealth Advisors, LLC 0.77% Add +3.6% 129,954 $6.5M
Guardian Financial Partners, LLC 2.76% Add +7.1% 129,800 $6.5M
Beverly Hills Private Wealth, LLC 1.10% Add +0.4% 129,476 $6.5M
Orion Porfolio Solutions, LLC 0.06% Reduce -8.0% 129,420 $6.5M
Beaumont Asset Management, L.L.C. 2.93% Add +267.4% 129,015 $6.5M
Magnolia Private Wealth, LLC 4.27% Reduce -23.3% 127,114 $6.4M
Knights of Columbus Asset Advisors LLC 0.36% Add +28.1% 126,709 $6.4M
Eldridge Investment Advisors, Inc. 1.39% Reduce -3.5% 125,932 $6.3M
Savant Capital, LLC 0.03% Reduce -6.2% 124,762 $6.3M
Atlas Wealth LLC 2.47% Reduce -36.7% 123,011 $6.2M
BNB Wealth Management, LLC 3.96% Add +2.2% 122,569 $6.2M
Anfield Capital Management, LLC 1.69% Add +8.7% 121,918 $6.1M
Petix & Botte Co 2.75% Reduce -45.3% 121,914 $6.1M
Marshall Financial Group, LLC 0.98% Add +15.6% 121,629 $6.1M
Curtis Advisory Group, LLC 1.32% Add +5.9% 121,488 $6.1M
AQR Capital Management 0.00% Reduce -30.7% 120,234 $6.1M
Ridgeline Wealth, LLC 4.33% Add +0.7% 120,058 $6.0M
Sigma Planning Corp 0.17% Add +9.8% 119,257 $6.0M
QVT Financial LP 0.48% Reduce -20.2% 118,582 $6.0M
Three Magnolias Financial Advisors, LLC 3.80% Add +15.5% 118,488 $6.0M
Z3 Capital Partners, LLC 1.50% Add +5.8% 117,934 $5.9M
Kovack Advisors, Inc. 0.32% Add +1242.5% 112,663 $5.9M
Lincoln Capital Corp. 2.17% Reduce -1.0% 117,156 $5.9M
Paragon Capital Management Inc. 4.97% Reduce -2.9% 116,511 $5.9M
Viawealth, LLC 3.19% Add +5.3% 113,872 $5.7M
Creative Planning 0.00% Add +1.9% 113,712 $5.7M
Sunbelt Securities, Inc. 0.36% Add +0.1% 112,860 $5.7M
Goelzer Investment Management, Inc. 0.27% Add +21.8% 112,619 $5.7M
Integrity Wealth Advisors, Inc. 3.34% Add +48.3% 110,536 $5.6M
IFC & Insurance Marketing, Inc. 5.78% New 109,858 $5.5M
Valmark Advisers, Inc. 0.06% Add +25.1% 107,771 $5.4M
U.S. Capital Wealth Advisors, LLC 0.14% Reduce -22.5% 107,650 $5.4M
CRA Financial Services, LLC 0.70% Add +16.1% 107,238 $5.4M
Fortitude Family Office, LLC 1.21% Add +49.3% 106,635 $5.4M
Brown Wealth Management, LLC 1.38% Reduce -33.3% 106,617 $5.4M
US Bancorp \de 0.01% Add +310.1% 105,665 $5.3M
Franklin Resources Inc. 0.00% Add +0.3% 105,485 $5.3M
Pathstone Holdings, LLC 0.02% Add +28.5% 102,799 $5.2M
Addison Capital Co 0.92% Add +87.8% 102,700 $5.2M
Accel Wealth Management 1.35% Add +19.3% 102,658 $5.2M
Cox Capital Mgt LLC 3.42% Add +4.4% 102,098 $5.1M
Empowered Funds, LLC 0.03% Add +12.8% 100,686 $5.1M
J.Safra Asset Management Corp 0.27% Add +7.8% 99,926 $5.0M
Traub Capital Management LLC 4.99% Add +8.4% 99,828 $5.0M
HighPoint Advisor Group LLC 0.21% Reduce -0.2% 99,823 $5.0M
Beacon Financial Group 0.50% New 99,093 $5.0M
CVS HEALTH Corp 2.34% No change 98,795 $5.0M
GatePass Capital, LLC 2.45% Reduce -0.7% 98,350 $5.0M
Clear Creek Financial Management, LLC 0.37% Reduce -20.4% 96,652 $4.9M
Mattson Financial Services, LLC 1.16% Add +10.1% 96,493 $4.9M
Blackhawk Capital Partners, LLC 1.78% Add +4.2% 96,222 $4.8M
Miller Global Investments, LLC 4.42% No change 95,792 $4.8M
Flagship Capital Management Inc. 3.54% Add +0.9% 95,599 $4.8M
Liberty Atlantic Advisors LLC 4.10% Add +46.5% 94,906 $4.8M
Prospera Financial Services Inc 0.08% Add +4.0% 94,876 $4.8M
Winebrenner Capital Management LLC 3.05% Add +19.3% 94,213 $4.7M
Knott David M Jr 2.80% No change 93,528 $4.7M
Ethos Financial Group, LLC 0.35% Add +59.1% 93,098 $4.7M
OneDigital Investment Advisors LLC 0.05% Add +4.7% 93,339 $4.7M
Central Pacific Bank - Trust Division 0.62% Reduce -0.4% 93,115 $4.7M
Capital Investment Advisory Services, LLC 0.34% Reduce -40.9% 92,696 $4.7M
Ausdal Financial Partners, Inc. 0.21% Reduce -4.8% 92,534 $4.7M
Virtue Capital Management, LLC 0.71% Reduce -84.2% 92,251 $4.7M
Vise Technologies, Inc. 0.09% No change 91,913 $4.6M
Ascentis Independent Advisors 0.35% Add +52.3% 91,044 $4.6M
MAI Capital Management 0.03% Reduce -8.8% 90,788 $4.6M
Summit Financial Strategies, Inc. 0.36% Add +12.6% 90,554 $4.6M
Integrated Wealth Concepts LLC 0.04% Add +18.5% 90,518 $4.6M
Border to Coast Pensions Partnership Ltd 0.08% Reduce -55.0% 90,000 $4.5M
Bulwark Capital Corp 2.78% Add +12.8% 89,468 $4.5M
First National Bank of Omaha 0.14% Reduce -7.3% 88,762 $4.5M
Maridea Wealth Management LLC 0.64% Add +47.4% 87,104 $4.4M
StrongBox Wealth, LLC 1.39% Add +23.3% 86,495 $4.4M
FAS Wealth Partners, Inc. 0.27% Add +6.6% 86,163 $4.3M
Stirlingshire Investments, Inc. 3.75% Add +19.8% 84,488 $4.3M
Brooklyn Investment Group 0.13% Add +59.4% 84,791 $4.3M
Aureum Wealth Management, LLC 2.94% Add +26.5% 83,899 $4.2M
Legacy Capital Wealth Partners, LLC 0.87% Add +0.6% 83,854 $4.2M
VestGen Advisors, LLC 0.12% Reduce -11.3% 82,868 $4.2M
Inspire Advisors, LLC 0.34% Add +13.6% 83,038 $4.2M
Ballast Rock Private Wealth LLC 2.31% Add +89.5% 82,624 $4.2M
Nations Financial Group Inc, /Ia/ 0.21% Add +9.9% 82,496 $4.2M
Captrust Financial Advisors 0.01% Add +116.9% 81,532 $4.1M
Walser Wealth Management Company, A Ltd Liability Co 1.83% Add +14.7% 80,797 $4.1M
Belpointe Asset Management LLC 0.15% Add +5.1% 80,773 $4.1M
USAdvisors Wealth Management, LLC 1.33% Add +2.7% 79,436 $4.0M
Brown Financial Advisors 1.51% Add +16.6% 79,022 $4.0M
Arkadios Wealth Advisors 0.07% Add +58.1% 78,208 $3.9M
Elevatus Welath Management 2.06% Reduce -15.4% 78,044 $3.9M
Benjamin Edwards Inc. 0.04% Reduce -5.0% 77,764 $3.9M
Absolute Capital Management, LLC 1.30% Add +0.9% 77,427 $3.9M
RDA Financial Network 0.98% Add +9.8% 77,339 $3.9M
Trajan Wealth LLC 0.16% Add +7.4% 77,287 $3.9M
Cibc World Market Inc. 0.01% Add +7.3% 76,001 $3.8M
Autumn Glory Partners, LLC 1.40% Add +277.4% 75,879 $3.8M
RPg Family Wealth Advisory, LLC 0.80% Add +1.7% 75,800 $3.8M
TFR Capital, LLC. 1.17% Add +3.0% 75,794 $3.8M
Wealth Enhancement Trust Services, Inc. 0.46% Add +62.2% 75,416 $3.8M
AXS Investments LLC 1.52% Reduce -2.4% 74,636 $3.8M
Sage Advisory Services, Ltd.Co. 2.05% Add +4.1% 74,351 $3.7M
Channel Wealth LLC 0.90% Reduce -0.3% 74,123 $3.7M
Gibbs Wealth Management 0.49% Add +96.5% 73,461 $3.7M
Baker Avenue Asset Management, LP 0.08% Add +8.0% 72,726 $3.7M
Argent Trust Co 0.12% Reduce -47.1% 71,866 $3.6M
Collaborative Fund Advisors, LLC 2.21% — 70,876 $3.6M
TrueMark Investments, LLC 0.69% Add +10.4% 70,542 $3.6M
Asset Allocation & Management Company, LLC 1.33% Reduce -13.6% 70,511 $3.6M
Cornerstone Wealth Group, LLC 0.23% Add +28.2% 69,836 $3.5M
M Holdings Securities, Inc. 0.24% Add +250.9% 69,674 $3.5M
Hohimer Wealth Management, LLC 0.43% Add +4.5% 69,935 $3.5M
Crewe Advisors LLC 0.30% Add +539.4% 69,695 $3.5M
Pinnacle Financial Partners, Inc. 0.03% Add +18.8% 69,260 $3.5M
Millennium Capital Advisors, LLC 2.13% Reduce -8.1% 68,824 $3.5M
Precision Wealth Strategies, LLC 1.15% Add +11.4% 68,726 $3.5M
M.E. Allison & Co., Inc. 2.27% Reduce -13.3% 69,304 $3.4M
Whalen Wealth Management Inc. 1.81% Add +58.6% 67,097 $3.4M
Beacon Capital Management, Inc. 0.19% Reduce -81.1% 66,851 $3.4M
EdgeRock Capital LLC 0.89% Add +48.4% 63,257 $3.3M
OneAscent Wealth Management LLC 1.08% Reduce -28.2% 64,998 $3.3M
Cooper Financial Group 0.33% Add +7.0% 64,650 $3.3M
Perigon Wealth Management, LLC 0.06% Add +11.7% 64,274 $3.2M
Wealth Alliance, LLC 0.32% Reduce -5.2% 64,161 $3.2M
URS Advisory LLC 2.35% Reduce -2.6% 63,918 $3.2M
Summitpoint Capital Management 4.09% — 63,645 $3.2M
Guggenheim Capital LLC 0.03% Add +25.5% 63,863 $3.2M
NovaPoint Capital, LLC 0.81% Reduce -3.0% 63,736 $3.2M
Vestmark Advisory Solutions, Inc. 0.04% Add +20.5% 63,348 $3.2M
Core Wealth Partners LLC 1.44% Add +17.6% 61,614 $3.1M
Financial Partners Group, Inc 0.37% Reduce -1.0% 61,543 $3.1M
Davis Investment Partners, LLC 1.09% Reduce -58.8% 61,321 $3.1M
Private Advisory Group LLC 0.21% Add +417.8% 61,172 $3.1M
Helium Advisors LLC 2.90% Reduce -2.3% 60,206 $3.0M
QTR Family Wealth, LLC 1.24% Add +2.7% 58,984 $3.0M
Howard Wealth Management, LLC 1.25% Add +24.0% 59,045 $3.0M
AdvisorNet Financial, Inc 0.15% Add +15.3% 58,759 $3.0M
Elevation Point Wealth Partners, LLC 0.07% Add +10.9% 58,271 $2.9M
Symphony Financial Services, Inc. 1.51% Add +5.0% 58,214 $2.9M
Fourth Dimension Wealth, LLC 1.11% Add +4.5% 57,946 $2.9M
Mayflower Financial Advisors, LLC 0.35% Add +812.5% 57,489 $2.9M
Cerity Partners LLC 0.00% Reduce -18.6% 56,712 $2.9M
Faithward Advisors, LLC 0.40% Add +7.7% 55,724 $2.8M
Tidal Investments LLC 0.01% Reduce -63.3% 55,138 $2.8M
Calamos Advisors LLC 0.01% Reduce -23.8% 54,263 $2.7M
Beacon Financial Advisory LLC 0.61% Reduce -8.0% 53,731 $2.7M
Byrne Financial Freedom, LLC 1.29% Add +3.6% 53,666 $2.7M
Pasadena Private Wealth, LLC 0.37% Add +108.6% 53,099 $2.7M
tru Independence LLC 1.32% Add +20.5% 52,951 $2.7M
ShoreHaven Wealth Partners, LLC 0.94% Add +11.0% 52,105 $2.6M
Macroview Investment Management LLC 1.82% Reduce -4.7% 51,607 $2.6M
Wilkerson Advisory Group LLC 0.89% Add +9.4% 51,387 $2.6M
Syon Capital LLC 0.13% Add +4.1% 51,323 $2.6M
Opinicus Capital, Inc. 1.82% Add +49.8% 51,240 $2.6M
Norden Group LLC 0.25% Add +15.1% 50,804 $2.6M
Assetmark, Inc. 0.01% Add +17.7% 50,297 $2.5M
Citizens National Bank Trust Department 0.41% Reduce -4.0% 49,297 $2.5M
TRUE Private Wealth Advisors 0.24% Add +1.2% 49,227 $2.5M
Sierra Capital LLC 0.27% Add +2.9% 48,869 $2.5M
Seneca House Advisors 0.97% Add +14.2% 48,645 $2.5M
Valeo Financial Advisors, LLC 0.06% Add +63.7% 48,393 $2.4M
ArrowMark Colorado Holdings LLC 0.06% Add +3.2% 48,327 $2.4M
Ipsen Advisor Group LLC 1.70% Add +2.2% 48,126 $2.4M
Founders Financial Securities LLC 0.14% Add +1.3% 47,952 $2.4M
Darden Wealth Group Inc 1.24% Add +2.4% 48,067 $2.4M
Paladin Wealth, LLC 1.67% Add +8.7% 48,060 $2.4M
Gladstone Institutional Advisory LLC 0.09% Reduce -18.8% 47,965 $2.4M
Mercer Global Advisors Inc. 0.00% Add +30.7% 47,738 $2.4M
Camelot Portfolios, LLC 1.80% Reduce -9.0% 47,644 $2.4M
Parkwoods Wealth Partners, LLC 0.59% Add +0.5% 47,466 $2.4M
Mendel Money Management 0.99% Add +1.8% 47,164 $2.4M
National Philanthropic Trust 0.03% New 47,116 $2.4M
IF Advisors, LLC 1.67% New 46,940 $2.4M
SHP Wealth Management 0.18% Add +8.5% 46,102 $2.3M
Two Sigma Securities, LLC 0.27% New 45,510 $2.3M
Detalus Advisors, LLC 0.52% Add +7.8% 45,475 $2.3M
Smartleaf Asset Management LLC 0.08% Add +10.7% 45,337 $2.3M
OpenArc Corporate Advisory, LLC 0.03% Add +124.8% 45,368 $2.3M
Beck Capital Management, LLC 0.52% Add +38.6% 45,049 $2.3M
B. Riley Wealth Advisors, Inc. 0.15% Add +16.2% 44,468 $2.2M
Denver Wealth Management, Inc. 0.77% Reduce -81.3% 44,500 $2.2M
Diversified Enterprises, LLC 0.12% New 44,276 $2.2M
WCG Wealth Advisors LLC 0.06% Add +34.7% 44,219 $2.2M
Everest Financial Group LLC 0.36% New 43,583 $2.2M
Crusonia Wealth Advisors LLC 0.45% Add +69.8% 43,394 $2.2M
Henderson Brothers Financial Partners, LLC 0.52% — 41,134 $2.1M
Cape Investment Advisory, Inc. 0.68% Reduce -0.8% 40,580 $2.0M
Wesbanco Bank Inc. 0.06% No change 40,000 $2.0M
First Foundation Advisors 0.08% Reduce -14.9% 39,926 $2.0M
Stonebridge Financial Planning Group, LLC 0.74% Add +20.5% 39,910 $2.0M
Eagle Global Advisors LLC 0.07% Add +12.4% 39,850 $2.0M
Insigneo Advisory Services, LLC 0.14% Reduce -10.0% 39,781 $2.0M
Iams Wealth Management, LLC 0.70% New 39,623 $2.0M
Family Office Research LLC 0.86% Reduce -41.1% 39,450 $2.0M
Focus Financial Network, Inc. 0.07% Reduce -12.5% 38,812 $2.0M
K.J. Harrison & Partners Inc 0.32% Reduce -36.1% 38,950 $2.0M
Advisors Asset Management, Inc. 0.03% Reduce -1.0% 38,796 $2.0M
Circle Wealth Management, LLC 0.03% Add +59.5% 38,711 $1.9M
Magnus Financial Group LLC 0.16% Reduce -68.0% 38,581 $1.9M
Kennedy Investment Group, Inc. 0.75% Add +7.2% 38,166 $1.9M
Impact Partnership Wealth, LLC 0.23% Add +15.8% 37,699 $1.9M
E&G Advisors, LLC 0.42% Reduce -0.1% 37,090 $1.9M
Aspen Wealth Strategies, LLC 0.99% Add +7.0% 36,755 $1.9M
CGN Advisors LLC 0.14% Add +74.0% 36,278 $1.8M
Spire Wealth Management 0.06% Add +17.7% 36,133 $1.8M
Onyx Bridge Wealth Group LLC 0.20% Reduce -40.3% 36,046 $1.8M
4WEALTH Advisors, Inc. 1.54% Add +1.3% 35,633 $1.8M
Endeavor Private Wealth, Inc. 0.52% Add +18.9% 35,568 $1.8M
Essential Investment Partners LLC 1.66% Add +23.2% 35,560 $1.8M
Koshinski Asset Management, Inc. 0.11% Add +3.3% 35,339 $1.8M
Dynamic Advisor Solutions LLC 0.06% Add +16.8% 35,225 $1.8M
Element Wealth, LLC 0.72% Reduce -3.3% 34,708 $1.7M
Exchange Traded Concepts, LLC 0.01% Add +305.3% 34,509 $1.7M
Segment Wealth Management, LLC 0.10% Add +3.7% 34,405 $1.7M
Alpha Zero LLC 0.86% New 33,909 $1.7M
Stratos Investment Management, LLC 0.07% Add +5.2% 33,834 $1.7M
M Wealth Management, LLC 1.43% Add +8.1% 33,701 $1.7M
Brucke Financial, Inc. 0.86% Add +115.2% 33,507 $1.7M
YHB Investment Advisors, Inc. 0.12% Add +316.2% 33,351 $1.7M
GeoWealth Management, LLC 0.06% Reduce -38.4% 33,216 $1.7M
Integrated Advisors Network LLC 0.09% Reduce -62.3% 33,090 $1.7M
Main Street Financial Solutions, LLC 0.12% Reduce -28.1% 32,950 $1.7M
DAVENPORT & Co LLC 0.01% Add +9.6% 32,939 $1.7M
Dahring | Cusmano LLC 1.02% New 32,859 $1.7M
Condor Capital Management 0.14% Add +31.1% 32,796 $1.7M
Community Bank, N.A. 0.20% Add +1.5% 32,702 $1.6M
Laffer Tengler Investments, Inc. 0.28% Add +5.1% 32,459 $1.6M
HM Payson & Co. 0.02% Reduce -1.5% 32,309 $1.6M
WFA of San Diego, LLC 1.29% Reduce -3.0% 31,892 $1.6M
Harbour Investment Management LLC 0.86% New 31,443 $1.6M
Betterment LLC 0.00% Add +59.6% 31,498 $1.6M
Andina Capital Management, LLC 1.41% Reduce -52.8% 31,282 $1.6M
Fermata Advisors, LLC 0.35% Reduce -25.3% 31,265 $1.6M
Leo Wealth, LLC 0.11% Add +4.5% 31,206 $1.6M
Breakwater Capital Group 0.21% Reduce -28.8% 30,906 $1.6M
Portside Wealth Group, LLC 0.21% Add +5.1% 30,800 $1.6M
Legacy Financial Strategies, LLC 0.28% Add +1.9% 30,665 $1.5M
Colter Lewis Investment Partners LLC 1.45% Reduce -13.4% 30,501 $1.5M
American Trust 0.13% Reduce -23.7% 30,202 $1.5M
Sterneck Capital Management, LLC 0.68% Reduce -3.0% 30,117 $1.5M
Continuum Advisory, LLC 0.15% Add +35.9% 30,105 $1.5M
Quadrant Private Wealth Management, LLC 0.23% Add +39.2% 29,742 $1.5M
Bright Futures Wealth Management, LLC. 1.03% Add +36.1% 29,789 $1.5M
Pullen Investment Management, LLC 0.75% Reduce -39.7% 29,759 $1.5M
Ehrlich Financial Group 0.86% Reduce -4.2% 29,659 $1.5M
Balance Wealth Partners LLC 0.46% Add +68.8% 29,487 $1.5M
Tounjian Advisory Partners, LLC 0.53% Reduce -9.3% 29,190 $1.5M
Blue Jean Financial LLC 1.20% Add +7.7% 28,943 $1.5M
Bauman Advisory Group, LLC 1.02% Add +301.9% 28,939 $1.5M
Alpine Bank Wealth Management 0.21% Reduce -5.2% 28,890 $1.5M
PCG Wealth Advisors, LLC 0.36% Reduce -0.2% 28,518 $1.4M
Cozad Asset Management Inc. 0.11% Reduce -12.1% 28,358 $1.4M
Second Line Capital, LLC 0.27% New 28,138 $1.4M
Freestate Advisors LLC 1.13% Add +115.8% 28,130 $1.4M
Fulcrum Wealth Advisors, LLC 1.17% Reduce -0.8% 28,022 $1.4M
Creative Financial Designs Inc. 0.09% Add +3.1% 27,778 $1.4M
Richmond Investment Services, LLC 0.22% Reduce -12.4% 27,595 $1.4M
Western Wealth Management, LLC 0.05% Add +36.8% 27,515 $1.4M
Revisor Wealth Management LLC 0.38% Add +36.8% 27,411 $1.4M
Diversified Portfolios, Inc. 0.11% New 27,297 $1.4M
Presidio Capital Management, LLC 0.39% Add +1.0% 26,864 $1.4M
Spectrum Advisors, Inc. 1.06% — 26,763 $1.3M
Bucket List Wealth Management, LLC 0.81% Reduce -40.0% 26,663 $1.3M
Childress Capital Advisors, LLC 0.24% New 26,610 $1.3M
KG Capital Management 0.95% Add +7.9% 26,375 $1.3M
Lanark Financial, Inc. 0.10% Reduce -4.9% 26,355 $1.3M
Castle Rock Wealth Management, LLC 0.28% New 25,570 $1.3M
HUB Investment Partners, LLC 0.03% Add +529.5% 25,527 $1.3M
Pacific Park Financial, Inc. 0.84% Add +49.2% 25,431 $1.3M
First Financial Group Corp 1.04% Reduce -2.6% 25,330 $1.3M
Toth Financial Advisory Corp. 0.14% Reduce -1.4% 25,220 $1.3M
Private Trust Co. NA 0.11% Add +3.0% 25,136 $1.3M
Sloy Dahl & Holst, LLC 0.17% Add +1.2% 24,620 $1.2M
Blue Trust, Inc. 0.01% Add +1021.0% 24,573 $1.2M
KPP Advisory Services LLC 0.18% Reduce -7.8% 24,510 $1.2M
Berman McAleer LLC 0.17% Add +51.4% 24,072 $1.2M
CI Investments Inc. 0.01% Add +7.7% 23,865 $1.2M
SteelPeak Wealth, LLC 0.04% Reduce -30.1% 23,688 $1.2M
Richard W. Paul & Associates, LLC 0.40% Add +11.5% 23,604 $1.2M
Burford Brothers, Inc. 0.48% Add +421.4% 23,170 $1.2M
John W. Brooker & Co., CPAs 1.82% Add +105.1% 22,985 $1.2M
Moors & Cabot, Inc. 0.05% Add +217.4% 22,966 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -51.6% 22,866 $1.2M
Quantinno Capital Management LP 0.00% Add +2.9% 22,645 $1.1M
Parsons Capital Management Inc. 0.05% Reduce -22.1% 22,499 $1.1M
Garden State Investment Advisory Services LLC 0.26% Add +22.3% 21,800 $1.1M
Wedbush Securities Inc. 0.03% Reduce -12.0% 21,737 $1.1M
Drucker Wealth 3.0, LLC 0.19% Add +6.2% 21,672 $1.1M
Pictet North America Advisors SA 0.11% Reduce -93.0% 21,570 $1.1M
Cresset Asset Management, LLC 0.00% Reduce -27.3% 21,433 $1.1M
Legacy Advisors, LLC 0.13% Add +4.8% 21,280 $1.1M
Ruggaard & Associates LLC 0.42% Add +4.9% 21,036 $1.1M
Equity Wealth Partners, LLC 0.68% Add +3.8% 20,959 $1.1M
Keystone Financial Group 0.07% Add +30.4% 20,670 $1.0M
Asset Allocation Strategies LLC 0.18% Reduce -55.1% 20,591 $1.0M
Exit Wealth Advisors, LLC. 0.53% New 20,479 $1.0M
Invst, LLC 0.12% Add +0.1% 20,367 $1.0M
Avidian Wealth Enterprises, LLC 0.03% Add +16.7% 20,239 $1.0M
Almanack Investment Partners, LLC. 0.17% Reduce -46.0% 20,119 $1.0M
Optivise Advisory Services LLC 0.61% Reduce -3.9% 20,058 $1.0M
Legacies Wealth LLC 0.63% New 19,820 $998K
Allspring Global Investments Holdings, LLC 0.00% No change 19,800 $997K
BOS Asset Management, LLC 0.26% No change 19,743 $994K
Calton & Associates, Inc. 0.14% Add +2.3% 19,672 $991K
Kestra Investment Management, LLC 0.02% Reduce -98.7% 19,602 $987K
Uptown Financial Advisors LLC 0.79% Add +0.4% 19,346 $974K
Secured Retirement Advisors, LLC 0.55% Reduce -24.0% 19,240 $969K
Larson Financial Group LLC 0.03% Add +2641.1% 18,996 $957K
Curi Capital, LLC 0.02% Add +6.7% 18,866 $954K
Old Mission Capital LLC 0.02% New 18,197 $917K
Boyd Watterson Asset Management LLC 0.28% No change 18,000 $907K
Kane Investment Management, Inc. 0.46% Reduce -17.8% 17,676 $890K
Money Concepts Capital Corp. 0.05% Add +198.5% 17,666 $890K
Wealthcare Capital Partners, LLC 0.41% Add +31.5% 17,361 $874K
Legacy Capital Group California, Inc. 0.33% Reduce -80.7% 17,342 $874K
Regions Financial Corp. 0.01% Add +3.8% 17,256 $869K
Compound Planning, Inc. 0.03% Add +208.4% 17,042 $858K
Avid Wealth Partners LLC 0.40% Reduce -59.7% 16,983 $855K
Wealth Management Partners, LLC 0.24% Reduce -7.4% 16,861 $849K
Focused Alpha, LLC 0.26% Add +15.1% 16,723 $842K
Kingswood Wealth Advisors, LLC 0.04% Add +125.5% 16,659 $839K
Sepio Capital, LP 0.05% Add +0.4% 16,583 $835K
LightSquare Wealth Management, LLC 0.63% — 16,567 $834K
Muirfield Wealth Advisors LLC 0.61% Add +47.4% 16,547 $833K
Savvy Advisors, Inc. 0.02% Reduce -9.5% 16,502 $831K
Waterloo Capital, L.P. 0.06% New 16,215 $817K
Rise Advisors, LLC 0.28% Reduce -5.2% 15,853 $799K
Annex Advisory Services, LLC 0.01% Reduce -6.9% 15,778 $795K
Sargent Investment Group, LLC 0.10% Reduce -8.4% 15,705 $791K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +15.8% 15,700 $791K
Interchange Capital Partners, LLC 0.25% Reduce -95.6% 15,641 $788K
Kelleher Financial Advisors 0.20% Add +3.4% 15,594 $785K
Transamerica Financial Advisors, LLC 0.07% Reduce -10.9% 15,512 $781K
Gateway Wealth Partners, LLC 0.03% New 15,476 $780K
Key Financial Inc 0.14% Add +77.4% 15,471 $779K
Duncan Williams Asset Management, LLC 0.22% Add +0.8% 15,431 $777K
Principal Securities, Inc. 0.01% Reduce -26.1% 15,425 $777K
Elm3 Financial Group, LLC 0.65% Reduce -5.0% 15,248 $768K
Triumph Capital Management 0.16% Reduce -26.4% 15,171 $767K
Prime Capital Investment Advisors, LLC 0.01% New 14,975 $754K
Avise Financial Cooperative, Inc. 0.63% Reduce -1.8% 14,902 $751K
Opal Wealth Advisors, LLC 0.17% Reduce -5.5% 14,869 $749K
LaSalle St. Investment Advisors, LLC 0.11% Add +0.6% 14,807 $746K
Emerald Advisors, LLC 0.09% Add +110.7% 14,402 $725K
Balefire, LLC 0.14% Reduce -36.0% 14,370 $724K
Capital Analysts, LLC 0.02% Add +691.9% 14,357 $723K
Mather Group, Llc. 0.01% New 14,304 $720K
Herbst Group, LLC 0.44% New 14,010 $706K
Signet Financial Management, LLC 0.08% Add +16.7% 13,741 $692K
Cora Capital Advisors LLC 0.22% Reduce -45.0% 13,400 $675K
SAM Advisors, LLC 0.21% Add +9.2% 13,212 $665K
Pine Harbor Wealth Management, LLC 0.20% Add +0.7% 12,985 $654K
Colonial River Investments, LLC 0.23% Add +4.5% 12,769 $643K
Csenge Advisory Group 0.03% Add +14.2% 12,759 $643K
Coastal Bridge Advisors, LLC 0.05% New 12,720 $641K
Essex Financial Services, Inc. 0.04% Reduce -14.5% 12,692 $639K
Resolute Capital, LLC 0.26% Add +13.9% 12,641 $637K
Canvas Wealth Advisors, LLC 0.11% Reduce -12.6% 12,500 $632K
Krilogy Financial LLC 0.02% Reduce -11.1% 12,490 $632K
Avantra Family Wealth, Inc. 0.47% Add +15.9% 12,438 $627K
Alchemi Wealth, LLC 0.34% Add +13.3% 12,189 $614K
Northwest & Ethical Investments L.P. 0.01% New 12,050 $607K
Heritage Family Offices, LLP 0.27% Reduce -34.2% 11,981 $603K
Sequent Planning LLC 0.15% Reduce -0.9% 11,934 $601K
First Heartland Consultants, Inc. 0.04% Add +16.4% 11,447 $577K
International Assets Investment Management, LLC 0.04% Reduce -1.0% 11,372 $573K
Regal Investment Advisors LLC 0.03% New 11,048 $557K
Accurate Wealth Management, LLC 0.07% Reduce -46.7% 10,960 $553K
Steel Grove Capital Advisors, LLC 0.06% New 10,906 $549K
Redwood Investment Management, LLC 0.07% Add +0.5% 10,859 $547K
Arete Wealth Advisors, LLC 0.04% Reduce -77.1% 10,835 $546K
Impact Capital Partners LLC 0.16% Add +9.7% 10,826 $545K
Ameriflex Group, Inc. 0.27% No change 10,650 $536K
Banque Transatlantique SA 0.01% New 10,611 $534K
J.M. Arbour, LLC 0.51% Add +29.3% 10,506 $529K
Genesis Financial Group, LLC 0.35% Reduce -0.6% 10,453 $527K
Quantum Portfolio Management LLC 0.23% No change 10,400 $524K
Quotient Wealth Partners, LLC 0.01% Add +75.1% 10,364 $522K
Redwood Family Wealth LLC 0.51% Add +0.1% 10,338 $521K
Daymark Wealth Partners, LLC 0.02% No change 10,335 $521K
Principle Wealth Partners LLC 0.03% Reduce -16.0% 10,302 $519K
Meridian Investment Counsel Inc. 0.12% Reduce -16.5% 10,150 $511K
Euro Pacific Asset Management, LLC 0.05% No change 9,996 $507K
Laurel Wealth Advisors LLC 0.05% Add +17.6% 10,000 $506K
Wealthspire Retirement, LLC 0.03% Add +1.0% 10,024 $505K
StoneCrest Wealth Management, Inc. 0.21% Add +24.8% 10,013 $504K
HRT Financial LP 0.00% New 10,007 $504K
Steinberganna Wealth Management 0.24% Add +0.5% 9,908 $499K
Sterling Investment Advisors, Ltd. 0.09% No change 9,890 $498K
Entelevest, LLC 0.51% Reduce -37.4% 9,822 $495K
Paladin Partners, LLC 0.35% Add +0.0% 9,761 $492K
Leelyn Smith, LLC 0.07% Add +9.5% 9,619 $485K
Spectrum Wealth Advisory Group, LLC 0.18% Add +120.4% 9,540 $481K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -68.2% 9,410 $476K
Haverford Financial Services, Inc. 0.14% Reduce -2.3% 9,368 $472K
Qube Research & Technologies Ltd 0.00% Reduce -52.7% 9,282 $468K
PFG Investments, LLC 0.02% Reduce -42.0% 9,174 $462K
Gambit Capital Management, LLC 0.33% Reduce -84.0% 9,094 $458K
Tennessee Valley Asset Management Partners 0.06% Add +4.7% 8,985 $453K
McDonald Partners LLC 0.11% Add +55.9% 8,946 $451K
BTS Asset Management, Inc. 1.73% Reduce -0.1% 8,930 $450K
Cyndeo Wealth Partners, LLC 0.02% Reduce -6.4% 8,923 $449K
A. D. Beadell Investment Counsel, Inc. 0.29% No change 8,900 $448K
Mosaic Financial Group, LLC 0.32% Add +0.4% 8,877 $447K
Flagship Harbor Advisors, LLC 0.02% Add +36.4% 8,874 $447K
SeaCrest Wealth Management, LLC 0.05% No change 8,838 $445K
Retirement Planning Group, LLC 0.01% Reduce -62.4% 8,656 $436K
Aaron Wealth Advisors LLC 0.02% No change 8,541 $430K
Planned Solutions, Inc. 0.14% Add +9.1% 8,492 $428K
Perennial Investment Advisors, LLC 0.03% Reduce -2.3% 8,487 $427K
Causey Wealth LLC 0.18% New 8,400 $423K
Bogart Wealth, LLC 0.02% Reduce -92.5% 8,376 $422K
XY Planning Network, Inc. 0.07% Add +37.3% 8,371 $422K
CAP Partners, LLC 0.24% Reduce -3.1% 8,350 $421K
Vertex Planning Partners, LLC 0.08% Reduce -10.2% 8,241 $415K
Intrepid Financial Planning Group LLC 0.16% Add +23.3% 8,098 $408K
D.A. Davidson & Co. 0.00% Add +3.5% 8,021 $404K
Golden State Wealth Management, LLC 0.04% Add +16.1% 8,018 $404K
BlackDiamond Wealth Management, LLC 0.19% Reduce -19.5% 8,017 $404K
Hurley Capital, LLC 0.21% Add +10.0% 7,899 $398K
Security Financial Services, INC. 0.06% Add +32.8% 7,738 $390K
StoneX Group Inc. 0.02% New 7,548 $380K
Avior Wealth Management, LLC 0.01% New 7,276 $367K
Clarkston Capital Partners, LLC 0.03% New 7,250 $365K
Leavell Investment Management, Inc. 0.01% Reduce -93.8% 7,211 $365K
Cottage Street Advisors LLC 0.16% Add +0.6% 7,239 $365K
Columbia Advisory Partners LLC 0.23% Add +5.2% 7,135 $359K
Stonebridge Financial Group, LLC / MO 0.30% New 7,025 $354K
Corient Private Wealth LP 0.00% Reduce -46.5% 7,183 $351K
Bulltick Wealth Management, LLC 0.08% New 6,909 $349K
Redhawk Wealth Advisors, Inc. 0.04% Add +23.9% 6,912 $348K
Seelaus Asset Management LLC 0.25% Reduce -33.9% 6,762 $341K
Blue Chip Partners, LLC 0.02% Reduce -6.9% 6,747 $340K
Comprehensive Financial Consultants Institutional, Inc. 0.10% Reduce -8.4% 6,663 $336K
Activest Wealth Management 0.06% Add +30.9% 6,654 $335K
One Degree Advisors Inc 0.09% New 6,631 $333K
Sequoia Financial Advisors, LLC 0.00% Add +32.7% 6,579 $331K
Woodard & Co. Asset Management Group Inc. 0.05% Reduce -36.3% 6,500 $327K
Whittier Trust Co. 0.00% No change 6,447 $325K
Prosperity Financial Group, Inc. 0.12% Add +0.8% 6,439 $324K
Avaii Wealth Management, LLC 0.11% Add +10.5% 6,430 $324K
Hobbs Group Advisors, LLC 0.10% Reduce -27.9% 6,369 $321K
Firestone Capital Management 0.07% No change 6,365 $321K
City Center Advisors, LLC 0.29% Add +9.8% 6,126 $309K
Insight Wealth Strategies, LLC 0.03% Reduce -10.4% 6,122 $308K
Integrity Alliance, Llc. 0.01% Reduce -4.8% 6,097 $307K
Mayfair Advisory Group, LLC 0.11% Add +6.2% 6,009 $303K
Kavar Capital Partners Group, LLC 0.04% New 6,000 $302K
OneAscent Family Office, LLC 0.21% Add +37.6% 5,996 $302K
Bridgewater Advisors Inc. 0.02% No change 5,959 $302K
Community Bank & Trust, Waco, Texas 0.06% Add +8.7% 5,979 $301K
Trust Co. of Oklahoma 0.09% Add +1.4% 5,963 $300K
Goldstone Financial Group, LLC 0.03% Add +18.4% 5,930 $299K
Three Seasons Wealth, LLC 0.11% Reduce -73.5% 5,893 $298K
Global Assets Advisory, LLC 0.08% Reduce -5.5% 5,832 $294K
Mraz, Amerine & Associates, Inc. 0.04% Add +0.7% 5,694 $287K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -26.9% 5,662 $285K
Balboa Wealth Partners 0.05% Reduce -21.9% 5,612 $283K
Sandro Wealth Management LLC 0.23% New 5,599 $282K
Tectonic Advisors LLC 0.01% Add +11.4% 5,574 $281K
Sovereign Financial Group, Inc. 0.05% New 5,512 $278K
RMR Wealth Builders 0.02% New 5,469 $277K
Flow Traders U.S. LLC 0.01% New 5,474 $276K
KWB Wealth 0.03% No change 5,429 $275K
Bellecapital International Ltd. 0.05% New 5,373 $271K
Heck Capital Advisors, LLC 0.02% Reduce -6.8% 5,357 $270K
Ehrenkranz Partners L.P. 0.21% No change 5,282 $266K
Millstone Evans Group, LLC 0.16% No change 5,261 $265K
Sunpointe, LLC 0.09% Reduce -3.0% 5,259 $265K
WESPAC Advisors, LLC 0.14% No change 5,241 $264K
Advyzon Investment Management, LLC 0.02% New 5,227 $263K
Cwm, LLC 0.00% Reduce -10.8% 5,212 $263K
Founders Financial Alliance, LLC 0.05% Add +0.7% 5,193 $262K
Plotkin Financial Advisors, LLC 0.13% No change 5,165 $260K
Reicon Wealth Advisors, LLC 0.20% Reduce -21.6% 5,153 $260K
XML Financial, LLC 0.02% Reduce -1.4% 5,150 $259K
High Net Worth Advisory Group LLC 0.06% Add +0.7% 5,061 $255K
West Wealth Group, LLC 0.05% Add +7.5% 5,050 $254K
Turtle Creek Wealth Advisors, LLC 0.02% New 5,014 $253K
TCFG Wealth Management, LLC 0.09% Add +12.2% 4,958 $250K
TCFG Investment Advisors, LLC 0.09% — 4,958 $250K
Accredited Investor Services, LLC 0.16% No change 4,928 $248K
Idaho Trust Co 0.08% Reduce -13.0% 4,866 $245K
Burney Co./ 0.01% Reduce -10.9% 4,840 $244K
HBW Advisory Services LLC 0.02% New 4,664 $235K
HB Wealth Management, LLC 0.00% New 4,642 $234K
Legacy Trust 0.04% New 4,622 $233K
Larch Capital Partners LLC 0.03% No change 4,585 $232K
waypoint wealth counsel 0.12% Reduce -94.0% 4,487 $226K
Omnitrust Wealth Management, Inc 0.29% Reduce -81.7% 4,480 $226K
Titleist Asset Management, LLC 0.02% Add +2.2% 4,474 $225K
Wellspring Financial Advisors, LLC 0.02% No change 4,440 $224K
Allen Capital Group, LLC 0.02% Reduce -98.9% 4,436 $223K
CoreCap Advisors, LLC 0.01% Reduce -9.3% 4,262 $215K
Focus Partners Advisor Solutions, LLC 0.00% New 4,258 $214K
Wealthspire Advisors, LLC 0.00% Add +5.8% 4,228 $213K
Allworth Financial LP 0.00% Reduce -9.8% 4,227 $213K
PKS Advisory Services, LLC 0.05% New 4,211 $212K
Jones Kertz & Associates, Inc. 0.11% New 4,097 $206K
Stewardship Advisors, LLC 0.05% Reduce -96.5% 4,033 $203K
Frontier Asset Management, LLC 0.04% New 4,000 $201K
Obsidian Cio, LLC 0.17% Add +12.8% 3,723 $188K
Aptus Capital Advisors, LLC 0.00% Reduce -3.6% 3,704 $187K
Cullen/Frost Bankers, Inc. 0.00% Reduce -46.0% 3,564 $180K
Mosley Wealth Management 0.08% New 3,487 $177K
Signature Equity Partners, LLC 0.09% Reduce -31.2% 3,507 $177K
Wellington-Altus USA Inc. 0.10% No change 3,250 $164K
Basso Capital Management, L.P. 0.10% Reduce -42.4% 3,119 $157K
Sound Income Strategies, LLC 0.01% Reduce -1.4% 3,054 $154K
Financial Network Wealth Advisors LLC 0.16% Add +24.1% 3,028 $153K
Rossby Financial, LCC 0.03% Add +19.4% 2,973 $150K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 2,971 $150K
Transce3nd, LLC 1.33% Reduce -2.2% 2,965 $149K
Ninety One UK Ltd 0.00% No change 2,691 $136K
Simplex Trading, LLC 0.00% Add +437.3% 2,434 $123K
Archer Investment Corp 0.02% New 2,200 $111K
Parallel Advisors, LLC 0.00% Add +0.2% 1,922 $97K
Stance Capital LLC 0.04% New 1,500 $76K
Contravisory Investment Management, Inc. 0.02% New 1,490 $75K
Financial Connections Group, Inc. 0.03% No change 1,500 $75K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +51.0% 1,450 $73K
Clearstead Trust, LLC 0.01% No change 1,438 $72K
Raleigh Capital Management Inc. 0.02% Reduce -82.3% 1,315 $66K
National Bank of Canada 0.00% Reduce -89.1% 1,262 $64K
Heritage Wealth Advisors 0.00% Add +0.7% 1,225 $62K
Richard Bernstein Advisors LLC 0.00% Add +322.6% 1,179 $59K
Ballast Advisors LLC 0.02% New 1,131 $57K
GHP Investment Advisors, Inc. 0.00% No change 1,100 $55K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -35.9% 1,063 $54K
PNC Financial Services Group, Inc. 0.00% Add +90.5% 1,025 $52K
Holos Integrated Wealth LLC 0.02% New 969 $49K
Legacy Wealth Managment, LLC 0.02% Add +122.3% 965 $49K
Westside Investment Management, Inc. 0.01% No change 900 $45K
Global Trust Asset Management, LLC 0.02% No change 892 $45K
Gables Capital Management Inc. 0.02% No change 778 $39K
UMB Bank, n.a. 0.00% Reduce -7.4% 754 $38K
HFM Investment Advisors, LLC 0.01% Reduce -12.7% 659 $33K
BlackRock, Inc. 0.00% Reduce -81.9% 612 $31K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% Reduce -9.7% 521 $26K
MidFirst Bank 0.00% Reduce -63.5% 510 $26K
Caldwell Sutter Capital, Inc. 0.01% No change 501 $25K
Barclays PLC 0.00% New 500 $25K
Key Capital Management, INC 0.02% Add +882.0% 491 $25K
Merkkuri Wealth Advisors LLC 0.02% New 459 $23K
Hilton Head Capital Partners, LLC 0.01% No change 400 $20K
Pinnacle Wealth Planning Services, Inc. 0.00% New 340 $17K
Elevated Capital Advisors, LLC 0.00% Add +207.0% 307 $15K
Rosenberg Matthew Hamilton 0.00% Reduce -0.3% 294 $15K
Belvedere Trading LLC 0.00% New 288 $15K
KERR FINANCIAL PLANNING Corp 0.01% New 283 $14K
Hantz Financial Services, Inc. 0.00% New 266 $13K
Strategic Wealth Partners, Ltd. 0.00% No change 250 $13K
Evolution Wealth Management Inc. 0.01% No change 238 $12K
Frazier Financial Advisors, LLC 0.01% New 209 $11K
Decker Retirement Planning Inc. 0.00% No change 197 $10K
Tidemark, LLC 0.00% New 180 $9K
JNBA Financial Advisors 0.00% Add +1.2% 173 $9K
Essential Partners LLC 0.00% Add +0.8% 124 $6K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -99.8% 108 $5K
West Branch Capital LLC 0.00% New 97 $5K
TD Private Client Wealth LLC 0.00% No change 96 $5K
Lloyd Advisory Services, LLC. 0.00% Reduce -98.5% 95 $5K
Kingdom Financial Group LLC. 0.00% Reduce -87.2% 95 $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
Nova Wealth Management, Inc. 0.00% New 58 $3K
Fairman Group, LLC 0.00% New 50 $3K
Farmers & Merchants Investments Inc. 0.00% No change 50 $3K
Glass Jacobson Investment Advisors llc 0.00% New 41 $2K
Quaker Wealth Management, LLC 0.00% No change 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 $806
Walsh & Associates, LLC 0.00% New 10 $504
Networth Advisors, LLC 0.00% Reduce -78.0% 9 $453
Creative Capital Management Investments LLC 0.00% No change 8 $403
Deutsche Bank AG 0.00% No change 1 $50

"% 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.