Janus Henderson Aaa Clo ETFJAAAETF
13F holders, Q2 2026 (June 30)906holders +65
112new positions
47sold out
3famous investors
$50.53avg. 13F price*
At the end of Q2 2026, 906 institutions reported holding Janus Henderson Aaa Clo ETF (JAAA) in their 13F filings, up 65 from Q1 2026. 112 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($2.2B), Allianz SE ($1.7B) 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 (Q2 2026)
- CUSIP
- 47103U845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $320.8M |
| Exits | 47 | $143.9M |
All 13F filers, Q1 2026 → Q2 2026: 38,547,345 shares bought and 31,474,557 shares sold, net +7,072,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 906 holders
| Bank of America Corp. | 0.14% | Add +6.3% | 42,923,259 | $2.2B |
| Allianz SE | 17.72% | Reduce -17.0% | 33,277,132 | $1.7B |
| Morgan Stanley | 0.06% | Add +3.8% | 21,645,510 | $1.1B |
| LPL Financial LLC | 0.15% | Reduce -1.7% | 13,027,417 | $657.8M |
| Focus Partners Wealth | 0.49% | Add +1.0% | 9,443,123 | $478.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +106.8% | 7,861,268 | $396.9M |
| Wells Fargo & Company | 0.07% | Add +13.2% | 7,799,973 | $393.8M |
| Raymond James Financial Inc. | 0.10% | Add +2.1% | 7,424,718 | $374.9M |
| UBS Group AG | 0.06% | Add +8.1% | 7,403,730 | $373.8M |
| Envestnet Asset Management Inc. | 0.08% | Add +9.3% | 6,935,154 | $350.2M |
| Cetera Investment Advisers | 0.27% | Add +6.3% | 5,899,743 | $297.9M |
| Sage Mountain Advisors LLC | 17.38% | Add +8.2% | 5,596,571 | $282.6M |
| Royal Bank of Canada | 0.05% | Add +2.2% | 5,367,896 | $271.0M |
| Keybank National Association | 0.83% | Add +6.8% | 5,016,481 | $253.3M |
| Barings LLC | 4.61% | Reduce -62.0% | 4,909,176 | $247.9M |
| Ameriprise Financial Inc. | 0.05% | Add +10.7% | 4,437,860 | $223.9M |
| Arch Capital Group LTD. | 68.40% | No change | 3,941,665 | $199.0M |
| HighTower Advisors, LLC | 0.18% | Reduce -3.6% | 3,685,477 | $186.1M |
| Midland Wealth Advisors, LLC | 8.70% | Add +2.6% | 3,668,696 | $185.2M |
| Signaturefd, LLC | 2.42% | Add +3.5% | 3,586,933 | $181.1M |
| Kestra Advisory Services, LLC | 0.52% | Reduce -0.8% | 3,191,229 | $161.1M |
| AE Wealth Management LLC | 0.70% | Add +12.9% | 2,980,179 | $150.5M |
| Modern Wealth Management, LLC | 1.78% | Add +7.3% | 2,957,809 | $149.3M |
| Mariner, LLC | 0.15% | Reduce -1.6% | 2,774,800 | $140.1M |
| Osaic Holdings, Inc. | 0.16% | Add +8.0% | 2,678,235 | $135.3M |
| RiverFront Investment Group, LLC | 1.76% | Reduce -0.0% | 2,641,984 | $133.4M |
| Greenleaf Trust | 1.22% | Add +11.2% | 2,501,173 | $126.3M |
| Waverly Advisors, LLC | 0.73% | Add +950.8% | 2,495,518 | $126.0M |
| Truist Financial Corp. | 0.14% | Add +6.2% | 2,396,247 | $121.0M |
| Invesco Ltd. | 0.01% | Add +0.0% | 2,301,517 | $116.2M |
| Ameritas Advisory Services, LLC | 2.28% | Add +118.1% | 2,231,635 | $112.7M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +3.5% | 2,171,507 | $109.6M |
| Haverford Trust Co | 0.94% | Add +9.5% | 2,146,668 | $108.4M |
| Advisors Management Group Inc. | 16.47% | Add +2.7% | 1,968,855 | $99.4M |
| Arax Advisory Partners | 0.60% | Add +176.8% | 1,781,343 | $89.9M |
| Commonwealth Equity Services, LLC | 0.11% | Add +9.3% | 1,774,345 | $89.6M |
| Stifel Financial Corp. | 0.07% | Add +15.8% | 1,729,233 | $87.3M |
| Merit Financial Group, LLC | 0.53% | Add +2.3% | 1,696,203 | $85.6M |
| Obermeyer Wealth Partners | 3.37% | Add +2.1% | 1,631,646 | $82.4M |
| Bank of New York Mellon Corp | 0.01% | Add +2.0% | 1,479,152 | $74.7M |
| Janney Montgomery Scott LLC | 0.14% | New | 1,464,284 | $73.9M |
| &partners | 0.29% | Add +17.4% | 1,382,506 | $70.0M |
| Gradient Investments LLC | 0.92% | Reduce -5.8% | 1,325,757 | $66.9M |
| Sanctuary Advisors, LLC | 0.30% | Add +2.0% | 1,298,504 | $65.6M |
| Simon Quick Advisors, LLC | 2.53% | Reduce -4.1% | 1,242,046 | $62.7M |
| Advisor OS, LLC | 4.07% | Add +2.5% | 1,207,725 | $61.0M |
| Jupiter Topco LLC | 0.02% | — | 1,175,630 | $59.4M |
| Atwood & Palmer Inc. | 3.15% | Add +1.8% | 1,170,199 | $59.1M |
| Rockefeller Capital Management L.P. | 0.09% | Add +16.1% | 1,157,536 | $58.4M |
| MJP Associates Inc. | 6.36% | Add +0.8% | 1,152,040 | $58.2M |
| CGC Financial Services, LLC | 12.84% | New | 1,130,990 | $57.1M |
| Hilton Capital Management, LLC | 3.72% | Add +53.7% | 1,077,415 | $54.4M |
| Fragasso Financial Advisors Inc | 2.89% | Add +10.4% | 1,071,914 | $54.1M |
| EP Wealth Advisors, LLC | 0.21% | Add +2.0% | 1,068,025 | $53.9M |
| Sanchez Wealth Management Group | 8.84% | Add +89.6% | 999,572 | $50.5M |
| Baird Financial Group, Inc. | 0.07% | Add +31.3% | 990,828 | $50.0M |
| Verdence Capital Advisors LLC | 2.57% | Add +25.2% | 969,793 | $49.0M |
| Ancora Advisors LLC | 0.92% | Add +5.6% | 939,934 | $47.5M |
| Private Advisor Group, LLC | 0.21% | Reduce -12.4% | 921,560 | $46.5M |
| Bell Bank | 1.77% | Add +92.2% | 918,178 | $46.4M |
| Evergreen Capital Management LLC | 0.79% | Reduce -3.1% | 884,464 | $44.8M |
| Evercore Wealth Management, LLC | 0.63% | Add +13.9% | 883,494 | $44.6M |
| Traphagen Investment Advisors LLC | 3.18% | Add +2.4% | 880,835 | $44.5M |
| Inspirion Wealth Advisors, LLC | 4.98% | Reduce -15.9% | 860,352 | $43.4M |
| St Germain D J Co. Inc. | 1.46% | Add +0.1% | 805,336 | $40.7M |
| Nottingham Advisors, Inc. | 4.83% | Reduce -20.8% | 597,437 | $40.5M |
| Commerce Bank | 0.18% | Reduce -26.4% | 795,424 | $40.2M |
| Great Valley Advisor Group, Inc. | 0.63% | Reduce -2.8% | 794,458 | $40.1M |
| Citadel Advisors | 0.02% | Add +270.1% | 771,241 | $38.9M |
| Apollon Wealth Management, LLC | 0.47% | Add +121.3% | 767,578 | $38.8M |
| Drake & Associates, LLC | 6.50% | Add +7.7% | 764,333 | $38.6M |
| MML Investors Services, LLC | 0.08% | Add +20.1% | 762,452 | $38.5M |
| Tidal Investments LLC | 0.09% | Add +1280.5% | 761,194 | $38.4M |
| Alpine Bank Wealth Management | 4.76% | Add +2442.3% | 734,486 | $37.1M |
| Destiny Wealth Partners, LLC | 5.15% | Add +4.2% | 722,899 | $36.5M |
| J.W. Cole Advisors, Inc. | 0.60% | Add +6.7% | 697,745 | $35.2M |
| CX Institutional | 0.97% | Add +1.4% | 668,819 | $33.8M |
| New England Private Wealth Advisors LLC | 3.13% | Add +1.1% | 638,879 | $32.4M |
| Cornerstone Advisors Asset Management, LLC | 4.23% | Add +11.5% | 639,953 | $32.3M |
| Bienville Capital Management, LLC | 4.55% | Add +84.5% | 621,850 | $31.5M |
| Kensington Asset Management, LLC | 1.72% | Add +40.4% | 623,470 | $31.5M |
| Sowell Financial Services LLC | 1.03% | Reduce -13.5% | 622,822 | $31.4M |
| L2 Asset Management, LLC | 3.24% | Add +135.3% | 617,086 | $31.2M |
| Brookstone Capital Management | 0.31% | Reduce -1.0% | 613,088 | $31.0M |
| Firethorn Wealth Partners, LLC | 9.84% | Add +13.0% | 604,676 | $30.5M |
| Foster & Motley Inc. | 1.40% | Add +5.2% | 604,132 | $30.5M |
| Albion Financial Group | 1.77% | Add +4.5% | 603,903 | $30.5M |
| Endurance Services Ltd | 4.58% | No change | 592,887 | $29.9M |
| Diesslin Group, Inc. | 11.54% | Reduce -7.1% | 592,671 | $29.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.4% | 583,640 | $29.5M |
| Talon Private Wealth, LLC | 3.45% | Add +2.0% | 583,341 | $29.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +26.8% | 575,838 | $29.1M |
| Waldron Private Wealth LLC | 0.94% | Reduce -0.6% | 536,366 | $27.1M |
| Orion Capital Management LLC | 8.16% | Add +11.2% | 520,220 | $26.3M |
| AlphaCore Capital LLC | 0.48% | Reduce -3.7% | 515,393 | $26.1M |
| Bard Associates Inc. | 5.65% | Add +0.5% | 502,312 | $25.5M |
| Apollo Management Holdings, L.P. | 0.41% | No change | 500,000 | $25.2M |
| Members Capital Advisors Inc. | 21.61% | — | 498,236 | $25.2M |
| Manufacturers Life Insurance Company, The | 0.02% | No change | 493,400 | $24.9M |
| Cornerstone Advisory, LLC | 1.99% | Add +14.9% | 475,016 | $24.0M |
| Atlantic Edge Private Wealth Management, LLC | 4.89% | Add +0.6% | 472,036 | $23.8M |
| PFS Partners, LLC | 9.62% | Add +2.5% | 470,572 | $23.8M |
| Kestra Private Wealth Services, LLC | 0.26% | Reduce -2.4% | 469,569 | $23.7M |
| Bridgewealth Advisory Group, LLC | 4.47% | Add +2.0% | 468,648 | $23.7M |
| BlackRock, Inc. | 0.00% | Add +75114.9% | 460,315 | $23.2M |
| Pallas Capital Advisors LLC | 0.70% | Add +6.8% | 451,101 | $22.8M |
| Pine Valley Investments Ltd Liability Co | 0.96% | Add +6.3% | 445,468 | $22.5M |
| Bogart Wealth, LLC | 0.77% | Add +5213.3% | 445,040 | $22.5M |
| TT Capital Management LLC | 17.30% | Reduce -5.9% | 439,807 | $22.2M |
| Dynamic Financial Group | 16.31% | Add +4.9% | 427,670 | $21.6M |
| IHT Wealth Management, LLC | 0.44% | Reduce -2.5% | 411,062 | $20.8M |
| Atria Investments, Inc | 0.21% | Add +5.8% | 409,467 | $20.7M |
| Markowski Investments | 4.53% | — | 407,951 | $20.6M |
| Fusion Capital, LLC | 4.70% | Add +0.7% | 400,512 | $20.2M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -16.4% | 398,912 | $20.1M |
| Scotia Capital Inc. | 0.08% | Reduce -2.2% | 398,004 | $20.1M |
| Three Cord True Wealth Management, LLC | 9.49% | Add +2.5% | 394,992 | $19.9M |
| Great Point Wealth Advisors, LLC | 3.18% | Add +1.8% | 390,056 | $19.7M |
| Northcape Wealth Management, LLC | 5.07% | Add +1.1% | 382,898 | $19.3M |
| Mason & Associates Inc | 3.04% | Add +9.3% | 372,620 | $18.8M |
| Geneos Wealth Management Inc. | 0.38% | Add +6.0% | 370,234 | $18.7M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +15.5% | 362,985 | $18.3M |
| Presidio Capital Management, LLC | 4.57% | Add +1246.9% | 361,823 | $18.3M |
| Park Avenue Securities LLC | 0.11% | New | 359,233 | $18.1M |
| Compass Financial Management LLC | 2.20% | — | 357,142 | $18.0M |
| Kintra Wealth, LLC | 0.92% | Add +2.1% | 347,332 | $17.6M |
| Silver Oak Securities, Incorporated | 1.06% | Add +3.9% | 346,324 | $17.5M |
| Rehmann Capital Advisory Group | 0.80% | Add +1.5% | 343,929 | $17.4M |
| Banco BTG Pactual S.A. | 2.30% | Reduce -20.2% | 342,802 | $17.3M |
| Equitable Holdings, Inc. | 0.10% | Add +2.8% | 341,727 | $17.3M |
| 1 North Wealth Services LLC | 5.61% | Add +9.4% | 339,640 | $17.1M |
| Tower Wealth Partners, Inc. | 8.44% | Reduce -0.9% | 338,662 | $17.1M |
| OneDigital Investment Advisors LLC | 0.14% | Add +261.3% | 337,248 | $17.0M |
| Blue Edge Capital, LLC | 2.02% | Add +88.7% | 332,555 | $16.8M |
| Arq Wealth Advisors, LLC | 2.07% | New | 329,401 | $16.7M |
| Gotham Asset Management | 0.04% | Add +150.9% | 329,000 | $16.6M |
| Per Stirling Capital Management, LLC. | 1.58% | Add +5.2% | 327,763 | $16.5M |
| Whipplewood Advisors, LLC | 11.10% | Reduce -5.0% | 326,599 | $16.5M |
| Webster Bank, N. A. | 1.43% | Add +3.0% | 326,481 | $16.5M |
| Farther Finance Advisors, LLC | 0.13% | Add +29.6% | 325,869 | $16.5M |
| Savant Capital, LLC | 0.05% | Add +159.1% | 323,280 | $16.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.4% | 315,300 | $15.9M |
| Stephens Inc. | 0.18% | Add +106.7% | 313,064 | $15.8M |
| World Investment Advisors | 0.26% | Add +0.0% | 308,846 | $15.6M |
| Jones Financial Companies LLLP | 0.01% | Add +57.4% | 306,936 | $15.6M |
| Alliance Wealth Advisors, LLC | 2.91% | New | 305,074 | $15.4M |
| Cadent Capital Advisors, LLC | 3.12% | Reduce -1.4% | 298,022 | $15.0M |
| One Charles Private Wealth Services, LLC | 3.43% | Reduce -2.3% | 294,351 | $14.9M |
| Facet Wealth, Inc. | 0.21% | Add +74.2% | 294,148 | $14.9M |
| JPMorgan Chase & Co. | 0.00% | Add +26.2% | 290,429 | $14.7M |
| Voisard Asset Management Group, Inc. | 2.77% | Add +41.5% | 289,998 | $14.6M |
| SeaBridge Investment Advisors LLC | 2.11% | Add +17.8% | 288,801 | $14.6M |
| Black Swift Group, LLC | 2.07% | Reduce -13.8% | 283,348 | $14.3M |
| Cary Street Partners Financial LLC | 0.31% | Add +47.9% | 280,011 | $14.1M |
| Castle Wealth Management LLC | 4.15% | Add +0.2% | 277,549 | $14.0M |
| Crumly & Associates Inc. | 2.67% | Add +1.9% | 276,101 | $13.9M |
| NBZ Investment Advisors LLC | 5.41% | Reduce -4.2% | 274,249 | $13.8M |
| Financial Security Advisor, Inc. | 2.25% | Add +3.7% | 272,933 | $13.8M |
| Total Clarity Wealth Management, Inc. | 2.68% | Add +77.8% | 273,242 | $13.8M |
| Signature Wealth Management Partners, LLC | 6.29% | Reduce -16.5% | 267,076 | $13.5M |
| Rothschild Wealth LLC | 1.07% | Add +27.0% | 265,626 | $13.4M |
| Mgo One Seven LLC | 0.22% | Reduce -41.9% | 264,981 | $13.4M |
| Advisory Services Network, LLC | 0.15% | Add +31.5% | 262,939 | $13.3M |
| Scarborough Advisors, LLC | 1.52% | Reduce -3.8% | 261,189 | $13.2M |
| Ssi Investment Management LLC | 4.54% | Add +21.6% | 261,341 | $13.2M |
| Fortis Capital Management LLC | 1.46% | Add +9.6% | 256,609 | $13.0M |
| Verus Capital Partners, LLC | 0.69% | Reduce -3.0% | 250,825 | $12.7M |
| Centaurus Financial, Inc. | 0.49% | Add +1.3% | 249,023 | $12.6M |
| Hidden Cove Wealth Management, LLC | 6.91% | Reduce -2.1% | 248,318 | $12.5M |
| Ameritas Investment Partners, Inc. | 0.33% | Add +5.8% | 248,172 | $12.5M |
| MRA Advisory Group | 4.53% | Add +2.0% | 247,424 | $12.5M |
| Santori & Peters, Inc. | 3.52% | Add +0.1% | 247,139 | $12.5M |
| Seneca House Advisors | 4.39% | Add +406.0% | 246,156 | $12.4M |
| Choreo, LLC | 0.13% | Add +5.2% | 239,472 | $12.1M |
| Greenwich Wealth Management LLC | 0.44% | Add +2.5% | 238,710 | $12.1M |
| Nilsine Partners, LLC | 0.83% | Reduce -2.4% | 237,062 | $12.0M |
| WESPAC Advisors SoCal, LLC | 2.14% | Add +69.5% | 236,757 | $12.0M |
| Smith, Moore & Co. | 0.78% | Reduce -1.6% | 236,745 | $12.0M |
| White Pine Investment CO | 2.54% | Add +6.6% | 235,578 | $11.9M |
| Stonebridge Financial Group, LLC | 1.65% | — | 234,566 | $11.9M |
| RiverTree Advisors, LLC | 6.93% | Reduce -0.3% | 232,529 | $11.7M |
| Advance Capital Management, Inc. | 0.37% | Add +2.1% | 229,047 | $11.6M |
| IFP Advisors, Inc | 0.21% | Add +6.9% | 228,282 | $11.5M |
| Independent Financial Group, LLC | 0.21% | Reduce -57.5% | 227,639 | $11.5M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +15.8% | 227,376 | $11.5M |
| CreativeOne Wealth, LLC | 0.25% | Add +33.4% | 227,230 | $11.5M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +31.7% | 223,246 | $11.3M |
| Interchange Capital Partners, LLC | 2.12% | Add +1326.0% | 223,046 | $11.3M |
| Clearview Wealth Management LLC | 7.22% | Reduce -14.2% | 222,426 | $11.2M |
| eCIO, Inc. | 3.13% | Add +9.3% | 220,349 | $11.1M |
| Beacon Harbor Wealth Advisors, Inc. | 2.17% | Add +16.3% | 220,208 | $11.1M |
| Headinvest, LLC | 2.05% | Add +3.6% | 217,994 | $11.0M |
| Delphi Financial Group, Inc. | 5.49% | Reduce -66.3% | 217,672 | $11.0M |
| a16z Perennial Management, L.P. | 0.89% | Reduce -8.4% | 217,155 | $11.0M |
| NewEdge Advisors, LLC | 0.03% | Add +5.6% | 216,737 | $10.9M |
| Foundations Investment Advisors, LLC | 0.11% | Add +10.6% | 216,248 | $10.9M |
| Hennion & Walsh Asset Management, Inc. | 0.31% | Add +2.5% | 213,931 | $10.8M |
| Petix & Botte Co | 2.15% | Add +73.5% | 211,536 | $10.7M |
| Compass Financial Group, Inc. | 4.47% | Reduce -0.5% | 209,475 | $10.6M |
| RFG Advisory, LLC | 0.16% | Reduce -12.8% | 205,295 | $10.4M |
| Secure Asset Management, LLC | 1.45% | Reduce -9.5% | 204,778 | $10.3M |
| Vista Investment Management | 3.11% | Add +6.1% | 203,868 | $10.3M |
| Bleakley Financial Group, LLC | 0.13% | Reduce -20.3% | 203,712 | $10.3M |
| Diversify Advisory Services, LLC | 0.17% | New | 202,777 | $10.3M |
| Diversify Wealth Management, LLC | 0.17% | Reduce -10.2% | 202,777 | $10.3M |
| Bank of Montreal | 0.00% | Add +30.4% | 203,192 | $10.3M |
| Vise Technologies, Inc. | 0.12% | Add +120.2% | 202,430 | $10.2M |
| Ifrah Financial Services, Inc. | 2.47% | Add +1.0% | 200,111 | $10.1M |
| Ballast Rock Private Wealth LLC | 4.66% | Add +140.9% | 199,007 | $10.1M |
| Innova Wealth Partners | 4.18% | Add +21.5% | 199,774 | $10.1M |
| WT Wealth Management | 2.79% | Reduce -3.9% | 199,701 | $10.1M |
| HCR Wealth Advisors | 0.90% | Add +12.4% | 199,097 | $10.1M |
| Legacy Capital Wealth Management, LLC | 4.64% | Add +0.3% | 197,781 | $10.0M |
| TPG Financial Advisors, LLC | 2.98% | Reduce -20.6% | 197,305 | $10.0M |
| Paragon Advisors, LLC | 2.07% | Reduce -0.6% | 195,168 | $9.9M |
| Westover Capital Advisors, LLC | 1.60% | Add +4.5% | 191,266 | $9.7M |
| Denver PWM, LLC | 3.13% | Add +0.7% | 188,939 | $9.6M |
| Weaver Consulting Group | 1.96% | Reduce -2.1% | 188,986 | $9.5M |
| Apollon Financial, LLC | 1.13% | Add +7.5% | 188,585 | $9.5M |
| IFG Advisory, LLC | 0.33% | New | 186,565 | $9.4M |
| Sovran Advisors, LLC | 0.70% | Add +26.4% | 185,516 | $9.4M |
| Mutual Advisors, LLC | 0.18% | Reduce -19.0% | 185,715 | $9.4M |
| Stonebridge Financial Group, LLC | 0.71% | Add +5.4% | 185,270 | $9.4M |
| IVC Wealth Advisors LLC | 3.60% | Add +2.3% | 182,973 | $9.2M |
| Sovereign Investment Advisors, LLC | 1.73% | Reduce -1.3% | 181,410 | $9.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +40.2% | 181,481 | $9.2M |
| Kovack Advisors, Inc. | 0.44% | Add +59.3% | 179,498 | $9.1M |
| Generation Capital Management LLC | 5.48% | Add +3.9% | 176,965 | $8.9M |
| Sterling Investment Management, LLC | 4.90% | New | 176,782 | $8.9M |
| Brown Wealth Management, LLC | 1.98% | Add +64.7% | 175,545 | $8.9M |
| Comprehensive Financial Planning, Inc. | 4.69% | Add +1.2% | 174,067 | $8.8M |
| Coral Wealth Management, LLC | 7.17% | New | 173,366 | $8.8M |
| Hall Capital Management Co. Inc. | 2.73% | Add +0.4% | 173,351 | $8.8M |
| BIP Wealth, LLC | 0.25% | Reduce -8.1% | 171,585 | $8.7M |
| Kingsview Wealth Management, LLC | 0.10% | Add +12.0% | 169,836 | $8.6M |
| Auour Investments LLC | 2.44% | Add +9.0% | 168,737 | $8.5M |
| Carrera Capital Advisors | 1.26% | Reduce -11.4% | 167,582 | $8.5M |
| Regent Peak Wealth Advisors LLC | 1.55% | Reduce -0.2% | 165,665 | $8.4M |
| E6 Portfolios, LLC | 6.63% | Add +13.9% | 164,266 | $8.3M |
| Oppenheimer & Co. Inc. | 0.09% | Add +6.4% | 163,633 | $8.3M |
| Lionshead Wealth Management, LLC | 5.36% | Reduce -2.2% | 162,857 | $8.3M |
| AssuredPartners Investment Advisors, LLC | 0.80% | Add +9.8% | 163,144 | $8.2M |
| Clearstead Advisors, LLC | 0.08% | Reduce -74.5% | 162,708 | $8.2M |
| Pennington Partners & Co., LLC | 2.62% | Reduce -3.1% | 161,350 | $8.2M |
| Cynosure Group, LLC | 1.22% | Reduce -24.0% | 160,474 | $8.1M |
| Harbour Investments, Inc. | 0.11% | Add +4.0% | 160,219 | $8.1M |
| Englebert Financial Advisers, LLC | 7.90% | Add +18.1% | 158,003 | $8.0M |
| Yarger Wealth Strategies, LLC | 2.82% | Reduce -0.8% | 155,371 | $7.9M |
| Johnson Financial Group, LLC | 0.42% | New | 155,172 | $7.8M |
| Northbridge Financial Group, LLC | 2.99% | Reduce -6.0% | 154,101 | $7.8M |
| Fortis Group Advisors, LLC | 1.22% | Reduce -0.8% | 151,706 | $7.7M |
| Old Mission Capital LLC | 0.19% | Add +725.3% | 150,175 | $7.6M |
| Dogwood Wealth Management LLC | 2.99% | Add +7.7% | 149,985 | $7.6M |
| Rosenblum Silverman Sutton S F Inc. | 1.82% | New | 149,875 | $7.6M |
| Westview Management dba Westview Investment Advisors | 3.56% | Reduce -4.0% | 144,078 | $7.3M |
| Harbor Investment Advisory, LLC | 0.51% | Add +4.8% | 143,662 | $7.3M |
| RB Capital Management, LLC | 1.47% | Reduce -7.5% | 143,526 | $7.2M |
| Fifth Third Bancorp | 0.01% | Reduce -7.5% | 142,732 | $7.2M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -54.2% | 142,568 | $7.2M |
| Retirement Management Systems Inc. | 1.46% | Add +6.3% | 141,487 | $7.1M |
| Future Financial Wealth Managment LLC | 4.46% | Reduce -4.4% | 140,923 | $7.1M |
| Guardian Financial Partners, LLC | 2.75% | Add +7.8% | 139,867 | $7.1M |
| LeClair Wealth Partners LLC | 3.60% | New | 137,519 | $6.9M |
| Quad-Cities Investment Group, LLC | 2.48% | Add +3.5% | 136,502 | $6.9M |
| Fortitude Family Office, LLC | 1.34% | Add +27.8% | 136,295 | $6.9M |
| Ballast Advisors LLC | 1.63% | Add +11916.2% | 135,903 | $6.9M |
| Financial Enhancement Group LLC | 0.82% | Add +2.3% | 135,302 | $6.8M |
| AQR Capital Management | 0.00% | Add +11.4% | 133,904 | $6.8M |
| Bellars Harris Wealth Management, LLC | 1.37% | — | 132,912 | $6.7M |
| Syntegra Private Wealth Group, LLC | 0.52% | Reduce -21.5% | 132,279 | $6.7M |
| MBA Advisors LLC | 2.24% | Reduce -1.1% | 130,193 | $6.6M |
| Beacon Financial Group | 0.59% | Add +30.9% | 129,670 | $6.5M |
| Kelly Financial Services LLC | 1.40% | Reduce -19.2% | 129,226 | $6.5M |
| Summit Financial, LLC | 0.07% | Reduce -6.5% | 127,660 | $6.5M |
| Asset Allocation & Management Company, LLC | 2.11% | Add +81.2% | 127,733 | $6.4M |
| Viawealth, LLC | 3.20% | Add +10.7% | 126,089 | $6.4M |
| Ethos Financial Group, LLC | 0.43% | Add +34.9% | 125,612 | $6.4M |
| Signal Advisors Wealth, LLC | 0.33% | Reduce -7.2% | 125,266 | $6.3M |
| BNB Wealth Management, LLC | 3.46% | Add +2.2% | 125,217 | $6.3M |
| CIBC Asset Management Inc | 0.01% | New | 125,000 | $6.3M |
| HUB Investment Partners, LLC | 0.11% | Add +385.1% | 123,840 | $6.3M |
| Curtis Advisory Group, LLC | 1.21% | Add +1.6% | 123,384 | $6.2M |
| Goelzer Investment Management, Inc. | 0.27% | Add +9.5% | 123,307 | $6.2M |
| Three Magnolias Financial Advisors, LLC | 3.47% | Add +4.0% | 123,268 | $6.2M |
| Empowered Funds, LLC | 0.03% | Add +22.3% | 123,176 | $6.2M |
| Ridgeline Wealth, LLC | 3.59% | Add +1.3% | 121,588 | $6.1M |
| Lincoln Capital Corp. | 1.98% | Add +3.1% | 120,840 | $6.1M |
| Addison Capital Co | 1.00% | Add +17.5% | 120,631 | $6.1M |
| Valmark Advisers, Inc. | 0.06% | Add +11.6% | 120,229 | $6.1M |
| Citigroup Inc. | 0.00% | Reduce -40.0% | 119,934 | $6.1M |
| QVT Financial LP | 0.39% | No change | 118,582 | $6.0M |
| IFC & Insurance Marketing, Inc. | 5.26% | Add +7.7% | 118,320 | $6.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +30.4% | 118,025 | $6.0M |
| Belpointe Asset Management LLC | 0.19% | Add +45.3% | 117,399 | $5.9M |
| Exit Wealth Advisors, LLC. | 2.70% | Add +472.1% | 117,150 | $5.9M |
| Paragon Capital Management Inc. | 4.40% | Add +0.0% | 116,522 | $5.9M |
| 49 Wealth Management, LLC | 1.12% | Reduce -79.6% | 116,368 | $5.9M |
| Alongside, LLC | 1.12% | — | 116,368 | $5.9M |
| Visionary Wealth Advisors | 0.23% | Reduce -39.2% | 115,521 | $5.8M |
| Lido Advisors, LLC | 0.02% | Reduce -22.4% | 112,064 | $5.7M |
| Split Rock Private Trading & Wealth Management, LLC | 3.88% | Reduce -33.4% | 112,112 | $5.7M |
| Central Pacific Bank - Trust Division | 0.59% | Add +19.6% | 111,405 | $5.6M |
| Ocean Park Asset Management, LLC | 0.27% | Reduce -82.8% | 110,400 | $5.6M |
| J.Safra Asset Management Corp | 0.26% | Add +10.0% | 109,906 | $5.5M |
| Liberty Atlantic Advisors LLC | 3.97% | Add +14.8% | 108,980 | $5.5M |
| Blackhawk Capital Partners, LLC | 1.80% | Add +13.7% | 109,367 | $5.5M |
| Knights of Columbus Asset Advisors LLC | 0.27% | Reduce -14.9% | 107,828 | $5.4M |
| Tower Research Capital LLC (TRC) | 0.13% | Reduce -77.3% | 107,591 | $5.4M |
| US Bancorp \de | 0.01% | Add +0.4% | 106,115 | $5.4M |
| Traub Capital Management LLC | 4.77% | Add +6.2% | 106,000 | $5.4M |
| Crewe Advisors LLC | 0.39% | Add +51.1% | 105,330 | $5.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 105,172 | $5.3M |
| Collaborative Fund Advisors, LLC | 3.07% | Add +47.3% | 104,418 | $5.3M |
| Beaumont Asset Management, L.L.C. | 2.05% | Reduce -19.1% | 104,415 | $5.3M |
| Virtue Capital Management, LLC | 0.70% | Add +12.3% | 103,618 | $5.2M |
| Marshall Financial Group, LLC | 0.75% | Reduce -16.4% | 101,688 | $5.1M |
| Cox Capital Mgt LLC | 2.83% | Reduce -1.2% | 100,862 | $5.1M |
| Howard Wealth Management, LLC | 1.87% | Add +69.7% | 100,177 | $5.1M |
| Z3 Capital Partners, LLC | 1.06% | Reduce -15.2% | 100,012 | $5.0M |
| Border to Coast Pensions Partnership Ltd | 0.07% | Add +11.1% | 100,000 | $5.0M |
| Nuveen, LLC | 0.00% | New | 99,915 | $5.0M |
| HighPoint Advisor Group LLC | 0.18% | Add +0.0% | 99,835 | $5.0M |
| Wealth Enhancement Trust Services, Inc. | 0.56% | Add +32.3% | 99,794 | $5.0M |
| Beverly Hills Private Wealth, LLC | 0.98% | Reduce -23.3% | 99,277 | $5.0M |
| Verition Fund Management LLC | 0.04% | New | 98,847 | $5.0M |
| CVS HEALTH Corp | 2.22% | No change | 98,795 | $5.0M |
| Mayflower Financial Advisors, LLC | 0.43% | Add +70.3% | 97,899 | $4.9M |
| Flagship Capital Management Inc. | 3.09% | Add +1.3% | 96,849 | $4.9M |
| MAI Capital Management | 0.02% | Add +6.5% | 96,670 | $4.9M |
| Walser Wealth Management Company, A Ltd Liability Co | 2.01% | Add +18.6% | 95,866 | $4.8M |
| Winebrenner Capital Management LLC | 2.94% | Add +1.4% | 95,549 | $4.8M |
| StrongBox Wealth, LLC | 1.37% | Add +9.8% | 95,014 | $4.8M |
| Inspire Advisors, LLC | 0.33% | Add +13.8% | 94,469 | $4.8M |
| Bulwark Capital Corp | 2.68% | Add +5.5% | 94,428 | $4.8M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +1.5% | 93,956 | $4.7M |
| Stirlingshire Investments, Inc. | 3.51% | Add +10.6% | 93,437 | $4.7M |
| Knott David M Jr | 2.50% | No change | 93,528 | $4.7M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Add +12.6% | 92,915 | $4.7M |
| Legacy Capital Wealth Partners, LLC | 0.90% | Add +10.4% | 92,617 | $4.7M |
| Benjamin Edwards Inc. | 0.04% | Add +18.6% | 92,269 | $4.7M |
| Sage Rhino Capital LLC | 0.77% | Reduce -29.6% | 92,210 | $4.7M |
| Summit Financial Strategies, Inc. | 0.32% | Add +0.5% | 91,014 | $4.6M |
| Crusonia Wealth Advisors LLC | 0.75% | Add +108.7% | 90,564 | $4.6M |
| FAS Wealth Partners, Inc. | 0.23% | Add +3.5% | 89,165 | $4.5M |
| Sound Portfolio Advisors, LLC | 3.19% | New | 89,050 | $4.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.5% | 88,967 | $4.5M |
| Sigma Planning Corp | 0.11% | Reduce -25.9% | 88,367 | $4.5M |
| VestGen Advisors, LLC | 0.13% | Add +6.6% | 88,374 | $4.5M |
| Financial Partners Group, Inc | 0.45% | Add +43.6% | 88,352 | $4.5M |
| Flow Traders U.S. LLC | 0.18% | Add +1510.5% | 88,160 | $4.5M |
| Prairie Advisory, LLC | 1.07% | — | 88,056 | $4.4M |
| Mattson Financial Services, LLC | 0.93% | Reduce -9.2% | 87,660 | $4.4M |
| RDA Financial Network | 0.95% | Add +12.0% | 86,645 | $4.4M |
| Accel Wealth Management | 0.98% | Reduce -15.8% | 86,453 | $4.4M |
| Koshinski Asset Management, Inc. | 0.23% | Add +144.4% | 86,366 | $4.4M |
| Aureum Wealth Management, LLC | 2.68% | Add +2.1% | 85,705 | $4.3M |
| QTR Family Wealth, LLC | 1.49% | Add +44.1% | 84,979 | $4.3M |
| Capital Investment Advisory Services, LLC | 0.26% | Reduce -8.6% | 84,703 | $4.3M |
| Core Wealth Partners LLC | 1.81% | Add +36.5% | 84,109 | $4.2M |
| First National Bank of Omaha | 0.12% | Reduce -6.4% | 83,095 | $4.2M |
| Arkadios Wealth Advisors | 0.06% | Add +6.1% | 83,012 | $4.2M |
| Maridea Wealth Management LLC | 0.46% | Reduce -4.9% | 82,875 | $4.2M |
| Atlas Wealth LLC | 0.66% | Reduce -33.9% | 81,261 | $4.1M |
| Trajan Wealth LLC | 0.15% | Add +4.6% | 80,854 | $4.1M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +16.4% | 80,647 | $4.1M |
| Breakwater Capital Group | 0.49% | Add +160.8% | 80,613 | $4.1M |
| Summitpoint Capital Management | 4.38% | Add +26.5% | 80,486 | $4.1M |
| Absolute Capital Management, LLC | 1.01% | Add +3.6% | 80,228 | $4.1M |
| Huntington National Bank | 0.03% | New | 79,090 | $4.0M |
| Fourth Dimension Wealth, LLC | 1.26% | Add +36.4% | 79,064 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -3.1% | 79,027 | $4.0M |
| Mendel Money Management | 1.46% | Add +67.4% | 78,972 | $4.0M |
| Sage Advisory Services, Ltd.Co. | 1.93% | Add +4.3% | 77,527 | $3.9M |
| Private Advisory Group LLC | 0.22% | Add +26.4% | 77,345 | $3.9M |
| Millennium Capital Advisors, LLC | 2.12% | Add +11.8% | 76,965 | $3.9M |
| Argent Trust Co | 0.11% | Add +6.9% | 76,822 | $3.9M |
| Wealth Alliance, LLC | 0.32% | Add +19.3% | 76,564 | $3.9M |
| RPg Family Wealth Advisory, LLC | 0.64% | Add +0.4% | 76,097 | $3.8M |
| Autumn Glory Partners, LLC | 1.09% | No change | 75,879 | $3.8M |
| USAdvisors Wealth Management, LLC | 1.09% | Reduce -4.8% | 75,583 | $3.8M |
| Quantinno Capital Management LP | 0.00% | Add +233.4% | 75,494 | $3.8M |
| TrueMark Investments, LLC | 0.47% | Add +5.0% | 74,070 | $3.7M |
| TFR Capital, LLC. | 1.05% | Reduce -2.8% | 73,679 | $3.7M |
| URS Advisory LLC | 2.07% | Add +15.3% | 73,666 | $3.7M |
| GatePass Capital, LLC | 1.44% | Reduce -25.8% | 72,950 | $3.7M |
| Alpha Zero LLC | 1.39% | Add +113.7% | 72,474 | $3.7M |
| Baker Avenue Asset Management, LP | 0.07% | Reduce -0.5% | 72,373 | $3.7M |
| Value Investment Professionals, LLC | 3.07% | New | 72,287 | $3.6M |
| Brown Financial Advisors | 1.26% | Reduce -9.3% | 71,638 | $3.6M |
| PFG Advisors | 0.18% | Reduce -74.7% | 71,139 | $3.6M |
| Guggenheim Capital LLC | 0.02% | Add +10.2% | 70,365 | $3.6M |
| Prasad Wealth Partners, LLC | 0.85% | Reduce -63.4% | 70,015 | $3.5M |
| M Holdings Securities, Inc. | 0.48% | No change | 69,674 | $3.5M |
| Magnolia Private Wealth, LLC | 1.94% | Reduce -45.0% | 69,918 | $3.5M |
| Creative Planning | 0.00% | Reduce -39.2% | 69,151 | $3.5M |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +17.1% | 68,267 | $3.5M |
| Aspen Private Advisors, LLC | 3.44% | — | 67,888 | $3.4M |
| Beacon Capital Management, Inc. | 0.21% | Add +0.5% | 67,202 | $3.4M |
| M.E. Allison & Co., Inc. | 1.93% | Reduce -4.0% | 66,539 | $3.4M |
| Helium Advisors LLC | 2.76% | Add +8.8% | 65,527 | $3.3M |
| Cooper Financial Group | 0.27% | Add +1.1% | 65,345 | $3.3M |
| GK Wealth Management LLC | 1.98% | New | 64,808 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +2.2% | 64,749 | $3.3M |
| Hohimer Wealth Management, LLC | 0.34% | Reduce -7.8% | 64,480 | $3.3M |
| Perigon Wealth Management, LLC | 0.05% | Add +0.0% | 64,290 | $3.2M |
| Whalen Wealth Management Inc. | 1.44% | Reduce -5.6% | 63,314 | $3.2M |
| Opinicus Capital, Inc. | 1.70% | Add +23.1% | 63,074 | $3.2M |
| Precision Wealth Strategies, LLC | 0.95% | Reduce -9.1% | 62,494 | $3.2M |
| AdvisorNet Financial, Inc | 0.14% | Add +5.6% | 62,042 | $3.1M |
| Symphony Financial Services, Inc. | 1.40% | Add +5.9% | 61,653 | $3.1M |
| TOP Private Wealth LLC. | 2.97% | — | 61,358 | $3.1M |
| Basso Capital Management, L.P. | 0.75% | Add +1837.6% | 60,433 | $3.1M |
| Davis Investment Partners, LLC | 0.92% | Reduce -2.1% | 60,032 | $3.0M |
| OneAscent Wealth Management LLC | 0.90% | Reduce -7.7% | 60,014 | $3.0M |
| Faithward Advisors, LLC | 0.37% | Add +6.4% | 59,268 | $3.0M |
| EdgeRock Capital LLC | 0.67% | Reduce -7.4% | 58,578 | $3.0M |
| Darden Wealth Group Inc | 1.16% | Add +20.8% | 58,046 | $2.9M |
| Flaharty Asset Management, LLC | 4.19% | Reduce -92.4% | 57,945 | $2.9M |
| YHB Investment Advisors, Inc. | 0.19% | Add +72.1% | 57,387 | $2.9M |
| Family Office Research LLC | 1.09% | Add +45.2% | 57,294 | $2.9M |
| Brucke Financial, Inc. | 1.28% | Add +70.3% | 57,056 | $2.9M |
| tru Independence LLC | 1.25% | Add +6.5% | 56,398 | $2.8M |
| Wilkerson Advisory Group LLC | 0.87% | Add +9.5% | 56,265 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.8% | 55,115 | $2.8M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -62.9% | 53,662 | $2.7M |
| Macroview Investment Management LLC | 1.68% | Add +3.7% | 53,519 | $2.7M |
| SHP Wealth Management | 0.18% | Add +14.9% | 52,975 | $2.7M |
| Eldridge Investment Advisors, Inc. | 0.53% | Reduce -58.1% | 52,796 | $2.7M |
| ShoreHaven Wealth Partners, LLC | 0.83% | Add +0.5% | 52,343 | $2.6M |
| TRUE Private Wealth Advisors | 0.22% | Add +4.0% | 51,212 | $2.6M |
| Beacon Financial Advisory LLC | 0.51% | Reduce -4.7% | 51,188 | $2.6M |
| Detalus Advisors, LLC | 0.49% | Add +10.3% | 50,170 | $2.5M |
| Norden Group LLC | 0.21% | Reduce -1.5% | 50,043 | $2.5M |
| NovaPoint Capital, LLC | 0.52% | Reduce -21.9% | 49,751 | $2.5M |
| Childress Capital Advisors, LLC | 0.41% | Add +85.8% | 49,451 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +1.9% | 48,879 | $2.5M |
| Camelot Portfolios, LLC | 1.75% | Add +2.5% | 48,832 | $2.5M |
| Ipsen Advisor Group LLC | 1.59% | Add +1.5% | 48,831 | $2.5M |
| Impact Partnership Wealth, LLC | 0.24% | Add +29.2% | 48,721 | $2.5M |
| ArrowMark Colorado Holdings LLC | 0.10% | Add +0.5% | 48,577 | $2.5M |
| Paladin Wealth, LLC | 1.42% | Add +0.3% | 48,213 | $2.4M |
| Syon Capital LLC | 0.11% | Reduce -6.2% | 48,126 | $2.4M |
| IF Advisors, LLC | 1.59% | Add +2.1% | 47,950 | $2.4M |
| Sierra Capital LLC | 0.23% | Reduce -2.6% | 47,619 | $2.4M |
| Calamos Advisors LLC | 0.01% | Reduce -12.5% | 47,481 | $2.4M |
| Caitlin John, LLC | 1.31% | New | 47,387 | $2.4M |
| Eagle Global Advisors LLC | 0.08% | Add +18.8% | 47,350 | $2.4M |
| Citizens National Bank Trust Department | 0.35% | Reduce -4.0% | 47,329 | $2.4M |
| National Philanthropic Trust | 0.03% | No change | 47,116 | $2.4M |
| Indivisible Partners | 0.13% | New | 46,947 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Add +4.3% | 46,381 | $2.4M |
| Focus Financial Network, Inc. | 0.07% | Add +19.4% | 46,352 | $2.3M |
| Q3 Asset Management | 0.43% | New | 46,156 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +39.6% | 45,971 | $2.3M |
| Founders Financial Securities LLC | 0.12% | Reduce -5.1% | 45,519 | $2.3M |
| Smartleaf Asset Management LLC | 0.07% | No change | 45,337 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.9% | 45,392 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 0.73% | Add +13.3% | 45,231 | $2.3M |
| Andina Capital Management, LLC | 3.75% | Add +44.5% | 45,206 | $2.3M |
| Keeler Thomas Management LLC | 0.80% | New | 44,525 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +26.2% | 44,448 | $2.2M |
| Clear Creek Financial Management, LLC | 0.14% | Reduce -54.3% | 44,222 | $2.2M |
| Kennedy Investment Group, Inc. | 0.75% | Add +15.2% | 43,947 | $2.2M |
| Denver Wealth Management, Inc. | 0.63% | Reduce -1.8% | 43,718 | $2.2M |
| OpenArc Corporate Advisory, LLC | 0.03% | Reduce -3.9% | 43,608 | $2.2M |
| Sharkey, Howes & Javer | 0.26% | New | 43,395 | $2.2M |
| Spire Wealth Management | 0.07% | Add +19.1% | 43,020 | $2.2M |
| Endeavor Private Wealth, Inc. | 0.53% | Add +20.4% | 42,811 | $2.2M |
| CRA Financial Services, LLC | 0.25% | Reduce -60.1% | 42,729 | $2.2M |
| Everest Financial Group LLC | 0.29% | Reduce -2.4% | 42,547 | $2.1M |
| Parkwoods Wealth Partners, LLC | 0.34% | Reduce -10.8% | 42,333 | $2.1M |
| John W. Brooker & Co., CPAs | 2.52% | Add +80.0% | 41,369 | $2.1M |
| Waterloo Capital, L.P. | 0.12% | Add +154.0% | 41,183 | $2.1M |
| Aspen Wealth Strategies, LLC | 0.98% | Add +9.4% | 40,217 | $2.0M |
| Highline Wealth Partners LLC | 0.41% | Reduce -94.5% | 40,191 | $2.0M |
| Cibc World Market Inc. | 0.00% | Reduce -47.4% | 40,009 | $2.0M |
| Cerity Partners LLC | 0.00% | Reduce -30.2% | 39,610 | $2.0M |
| Beck Capital Management, LLC | 0.36% | Reduce -13.5% | 38,958 | $2.0M |
| Byrne Financial Freedom, LLC | 0.77% | Reduce -27.6% | 38,880 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +91.7% | 38,797 | $2.0M |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -3.1% | 38,559 | $1.9M |
| Iams Wealth Management, LLC | 0.59% | Reduce -2.8% | 38,527 | $1.9M |
| Coldstream Capital Management Inc. | 0.02% | New | 38,426 | $1.9M |
| K.J. Harrison & Partners Inc | 0.27% | Reduce -2.2% | 38,100 | $1.9M |
| Exchange Traded Concepts, LLC | 0.01% | Add +9.6% | 37,820 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -2.7% | 37,760 | $1.9M |
| Essential Investment Partners LLC | 1.53% | Add +6.2% | 37,749 | $1.9M |
| Cape Investment Advisory, Inc. | 0.51% | Reduce -7.1% | 37,714 | $1.9M |
| 4WEALTH Advisors, Inc. | 1.46% | Add +5.1% | 37,444 | $1.9M |
| Toth Financial Advisory Corp. | 0.18% | Add +47.9% | 37,294 | $1.9M |
| Dahring | Cusmano LLC | 0.99% | Add +12.8% | 37,078 | $1.9M |
| Revisor Wealth Management LLC | 0.45% | Add +34.5% | 36,873 | $1.9M |
| CGN Advisors LLC | 0.14% | Add +1.6% | 36,860 | $1.9M |
| Stratos Investment Management, LLC | 0.07% | Add +8.8% | 36,802 | $1.9M |
| Bright Futures Wealth Management, LLC. | 1.20% | Add +22.9% | 36,613 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -27.3% | 36,591 | $1.8M |
| E&G Advisors, LLC | 0.36% | Reduce -1.6% | 36,490 | $1.8M |
| Bauman Advisory Group, LLC | 0.97% | Add +25.6% | 36,362 | $1.8M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -18.3% | 36,118 | $1.8M |
| Diversified Portfolios, Inc. | 0.13% | Add +32.0% | 36,044 | $1.8M |
| Continuum Advisory, LLC | 0.15% | Add +18.3% | 35,623 | $1.8M |
| Circle Wealth Management, LLC | 0.02% | Reduce -8.1% | 35,565 | $1.8M |
| Cozad Asset Management Inc. | 0.12% | Add +25.0% | 35,443 | $1.8M |
| Balance Wealth Partners LLC | 0.48% | Add +20.1% | 35,421 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Add +5.9% | 35,178 | $1.8M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -27.6% | 35,036 | $1.8M |
| Atlas Private Wealth Advisors | 0.39% | Reduce -79.3% | 34,988 | $1.8M |
| Betterment LLC | 0.00% | Add +10.4% | 34,791 | $1.8M |
| KG Capital Management | 1.04% | Add +31.6% | 34,701 | $1.8M |
| Hamilton Capital Partners, LLC | 0.50% | New | 34,126 | $1.7M |
| Portside Wealth Group, LLC | 0.20% | Add +10.3% | 33,976 | $1.7M |
| AXS Investments LLC | 0.48% | Reduce -54.6% | 33,878 | $1.7M |
| Condor Capital Management | 0.13% | Add +2.7% | 33,695 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +56.6% | 33,572 | $1.7M |
| Natixis Advisors, LLC | 0.00% | New | 33,525 | $1.7M |
| Segment Wealth Management, LLC | 0.09% | Reduce -2.7% | 33,485 | $1.7M |
| M Wealth Management, LLC | 1.30% | Reduce -2.3% | 32,912 | $1.7M |
| Lake Hills Wealth Management, LLC | 0.75% | New | 32,727 | $1.7M |
| Element Wealth, LLC | 0.62% | Reduce -6.0% | 32,626 | $1.6M |
| Legacy Financial Strategies, LLC | 0.25% | Add +5.5% | 32,360 | $1.6M |
| Community Bank, N.A. | 0.18% | Reduce -1.1% | 32,347 | $1.6M |
| HM Payson & Co. | 0.02% | No change | 32,309 | $1.6M |
| Prosperity Financial Group, Inc. | 0.51% | Add +401.8% | 32,308 | $1.6M |
| Harbour Investment Management LLC | 0.84% | Add +1.6% | 31,943 | $1.6M |
| Colter Lewis Investment Partners LLC | 0.72% | Add +4.7% | 31,935 | $1.6M |
| Blue Jean Financial LLC | 1.13% | Add +10.6% | 32,019 | $1.6M |
| PCG Wealth Advisors, LLC | 0.36% | Add +12.1% | 31,954 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.50% | Reduce -90.1% | 33,435 | $1.6M |
| Creative Financial Designs Inc. | 0.07% | Add +10.3% | 30,648 | $1.5M |
| Laffer Tengler Investments, Inc. | 0.23% | Reduce -5.9% | 30,556 | $1.5M |
| Main Street Financial Solutions, LLC | 0.10% | Reduce -7.3% | 30,530 | $1.5M |
| Golden State Wealth Management, LLC | 0.14% | Add +280.6% | 30,518 | $1.5M |
| Magnus Financial Group LLC | 0.11% | Reduce -21.0% | 30,482 | $1.5M |
| American Trust | 0.12% | No change | 30,202 | $1.5M |
| Pasadena Private Wealth, LLC | 0.19% | Reduce -44.0% | 29,737 | $1.5M |
| Ferguson Shapiro LLC | 0.44% | New | 29,247 | $1.5M |
| Global Retirement Partners, LLC | 0.02% | — | 29,123 | $1.5M |
| Drucker Wealth 3.0, LLC | 0.23% | Add +31.5% | 28,494 | $1.4M |
| Freestate Advisors LLC | 1.07% | Add +1.1% | 28,429 | $1.4M |
| Invst, LLC | 0.14% | Add +39.2% | 28,357 | $1.4M |
| Pullen Investment Management, LLC | 0.66% | Reduce -4.9% | 28,312 | $1.4M |
| Stonebridge Financial Group, LLC / MO | 0.95% | Add +302.3% | 28,263 | $1.4M |
| FMR LLC | 0.00% | Reduce -97.4% | 28,070 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +28.8% | 27,987 | $1.4M |
| Tudor Financial Inc. | 0.63% | New | 27,862 | $1.4M |
| Fulcrum Wealth Advisors, LLC | 1.06% | Reduce -2.0% | 27,451 | $1.4M |
| Trek Financial, LLC | 0.07% | New | 27,046 | $1.4M |
| Castle Rock Wealth Management, LLC | 0.26% | Add +4.3% | 26,662 | $1.3M |
| Lansing Street Advisors | 0.29% | New | 26,422 | $1.3M |
| Ehrlich Financial Group | 0.69% | Reduce -10.8% | 26,467 | $1.3M |
| Ruggaard & Associates LLC | 0.47% | Add +23.4% | 25,960 | $1.3M |
| Moors & Cabot, Inc. | 0.05% | Add +11.7% | 25,655 | $1.3M |
| Berman McAleer LLC | 0.15% | Add +6.3% | 25,587 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.25% | Add +14.7% | 25,007 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.16% | Add +1.2% | 24,920 | $1.3M |
| Fermata Advisors, LLC | 0.25% | Reduce -20.5% | 24,863 | $1.3M |
| Herbst Group, LLC | 0.68% | Add +76.3% | 24,693 | $1.2M |
| Equity Wealth Partners, LLC | 0.45% | Add +17.8% | 24,693 | $1.2M |
| Ascentis Independent Advisors | 3.34% | Reduce -73.0% | 24,573 | $1.2M |
| Bucket List Wealth Management, LLC | 0.60% | Reduce -9.8% | 24,055 | $1.2M |
| Blue Trust, Inc. | 0.01% | Reduce -2.8% | 23,877 | $1.2M |
| Richard W. Paul & Associates, LLC | 0.37% | Add +1.1% | 23,872 | $1.2M |
| CI Investments Inc. | 0.00% | No change | 23,865 | $1.2M |
| Lanark Financial, Inc. | 0.08% | Reduce -9.5% | 23,853 | $1.2M |
| First Financial Group Corp | 0.87% | Reduce -5.9% | 23,830 | $1.2M |
| Quadrant Private Wealth Management, LLC | 0.26% | Reduce -22.2% | 23,131 | $1.2M |
| Lynx Investment Advisory | 0.38% | New | 23,065 | $1.2M |
| Legacies Wealth LLC | 0.63% | Add +15.3% | 22,862 | $1.2M |
| Pacific Park Financial, Inc. | 0.67% | Reduce -10.5% | 22,771 | $1.1M |
| Euro Pacific Asset Management, LLC | 0.13% | No change | 9,996 | $1.1M |
| Sterneck Capital Management, LLC | 0.48% | Reduce -25.9% | 22,314 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Reduce -19.0% | 22,285 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.1% | 21,800 | $1.1M |
| Legacy Advisors, LLC | 0.10% | No change | 21,280 | $1.1M |
| Henderson Brothers Financial Partners, LLC | 0.51% | Reduce -48.5% | 21,199 | $1.1M |
| Wealthedge Investment Advisors, LLC | 0.36% | Reduce -87.0% | 21,177 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.43% | Add +17.5% | 20,404 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.13% | Add +37.0% | 20,287 | $1.0M |
| Avid Wealth Partners LLC | 0.49% | Add +18.2% | 20,070 | $1.0M |
| Optivise Advisory Services LLC | 0.51% | Reduce -0.3% | 19,989 | $1.0M |
| Perspective Wealth Advisors LLC | 0.55% | New | 19,787 | $999K |
| LightSquare Wealth Management, LLC | 0.68% | Add +18.4% | 19,615 | $990K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -71.9% | 19,614 | $990K |
| Kane Investment Management, Inc. | 0.42% | Add +10.6% | 19,554 | $987K |
| CVA Family Office, LLC | 0.09% | New | 19,448 | $982K |
| KPP Advisory Services LLC | 0.12% | Reduce -20.8% | 19,419 | $980K |
| Regions Financial Corp. | 0.01% | Add +12.4% | 19,402 | $980K |
| Integrated Advisors Network LLC | 0.04% | Reduce -41.4% | 19,386 | $979K |
| Keystone Financial Group | 0.06% | Reduce -6.5% | 19,331 | $976K |
| Qube Research & Technologies Ltd | 0.00% | Add +107.8% | 19,284 | $974K |
| Principal Securities, Inc. | 0.01% | Add +24.0% | 19,129 | $966K |
| Curi Capital, LLC | 0.01% | No change | 18,866 | $956K |
| Focused Alpha, LLC | 0.24% | Add +13.0% | 18,903 | $954K |
| Channel Wealth LLC | 0.21% | Reduce -74.7% | 18,760 | $947K |
| Muirfield Wealth Advisors LLC | 0.62% | Add +13.3% | 18,748 | $947K |
| Parsons Capital Management Inc. | 0.04% | Reduce -16.7% | 18,748 | $947K |
| Secured Retirement Advisors, LLC | 0.48% | Reduce -4.0% | 18,475 | $933K |
| Burford Brothers, Inc. | 0.34% | Reduce -21.4% | 18,220 | $920K |
| Client First Investment Management LLC | 0.38% | New | 18,053 | $911K |
| Prospera Financial Services Inc | 0.01% | Reduce -81.2% | 17,834 | $901K |
| Capital Analysts, LLC | 0.02% | Add +23.0% | 17,658 | $891K |
| Key Financial Inc | 0.15% | Add +13.4% | 17,546 | $886K |
| Legacy Capital Group California, Inc. | 0.27% | Add +0.7% | 17,454 | $881K |
| Emerald Advisors, LLC | 0.11% | Add +21.0% | 17,421 | $880K |
| Compound Planning, Inc. | 0.02% | Add +2.1% | 17,399 | $878K |
| Uptown Financial Advisors LLC | 0.64% | Reduce -10.3% | 17,361 | $877K |
| Rose Capital Advisors LLC | 0.47% | — | 17,276 | $872K |
| Princeton Global Asset Management LLC | 0.12% | New | 17,163 | $867K |
| Worth Financial Advisory Group, LLC | 0.36% | New | 17,039 | $860K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +13.2% | 16,949 | $856K |
| Money Concepts Capital Corp. | 0.04% | Reduce -5.1% | 16,765 | $846K |
| Resolute Capital, LLC | 0.29% | Add +30.6% | 16,513 | $834K |
| Avise Financial Cooperative, Inc. | 0.59% | Add +10.5% | 16,463 | $831K |
| Wealth Management Partners, LLC | 0.20% | Reduce -2.4% | 16,458 | $831K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -31.5% | 16,236 | $823K |
| High Note Wealth, LLC | 0.14% | New | 16,276 | $822K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -3.5% | 16,067 | $811K |
| Sargent Investment Group, LLC | 0.10% | Add +1.3% | 15,905 | $803K |
| Savvy Advisors, Inc. | 0.02% | Reduce -3.9% | 15,857 | $801K |
| Kelleher Financial Advisors | 0.11% | Add +1.5% | 15,823 | $799K |
| Steinberganna Wealth Management | 0.32% | Add +57.0% | 15,555 | $785K |
| Duncan Williams Asset Management, LLC | 0.18% | Add +0.6% | 15,526 | $784K |
| SAM Advisors, LLC | 0.21% | Add +15.9% | 15,310 | $773K |
| Triumph Capital Management | 0.14% | Reduce -2.2% | 14,840 | $749K |
| Annex Advisory Services, LLC | 0.01% | Reduce -6.4% | 14,769 | $746K |
| Jane Street Group, LLC | 0.00% | New | 14,691 | $742K |
| Transamerica Financial Advisors, LLC | 0.06% | Reduce -5.4% | 14,681 | $741K |
| Opal Wealth Advisors, LLC | 0.16% | Reduce -2.1% | 14,551 | $735K |
| Cora Capital Advisors LLC | 0.21% | Add +8.6% | 14,549 | $735K |
| Rise Advisors, LLC | 0.21% | Reduce -8.7% | 14,472 | $731K |
| J.M. Arbour, LLC | 0.63% | Add +37.7% | 14,466 | $730K |
| Balefire, LLC | 0.12% | Add +0.3% | 14,410 | $728K |
| Arete Wealth Advisors, LLC | 0.05% | Add +32.0% | 14,308 | $722K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +13138.9% | 14,298 | $722K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -9.7% | 14,171 | $715K |
| WFA of San Diego, LLC | 0.58% | Reduce -56.3% | 13,933 | $705K |
| Quotient Wealth Partners, LLC | 0.02% | Add +34.3% | 13,919 | $703K |
| Regal Investment Advisors LLC | 0.04% | Add +23.5% | 13,649 | $689K |
| Richmond Investment Services, LLC | 0.22% | Reduce -51.0% | 13,508 | $682K |
| Ameriflex Group, Inc. | 0.27% | Add +24.1% | 13,221 | $668K |
| Pine Harbor Wealth Management, LLC | 0.18% | Add +1.2% | 13,141 | $663K |
| BTS Asset Management, Inc. | 1.39% | Add +46.2% | 13,059 | $659K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +44.2% | 12,870 | $650K |
| Alchemi Wealth, LLC | 0.30% | Add +5.4% | 12,849 | $649K |
| Almanack Investment Partners, LLC. | 0.08% | Reduce -36.5% | 12,784 | $645K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +0.5% | 12,784 | $645K |
| Nest Investments, LLC | 0.49% | New | 12,679 | $640K |
| Krilogy Financial LLC | 0.02% | Add +0.8% | 12,587 | $636K |
| CIBC Bancorp USA Inc. | 0.00% | New | 12,557 | $634K |
| Jefferies Financial Group Inc. | 0.01% | New | 12,489 | $631K |
| Flputnam Investment Management Co. | 0.01% | Reduce -46.0% | 12,351 | $624K |
| Chicago Partners Investment Group LLC | 0.01% | New | 12,244 | $620K |
| Founders Financial Alliance, LLC | 0.08% | Add +134.4% | 12,171 | $614K |
| Northwest & Ethical Investments L.P. | 0.01% | No change | 12,050 | $608K |
| BlackDiamond Wealth Management, LLC | 0.24% | Add +49.2% | 11,958 | $605K |
| Avaii Wealth Management, LLC | 0.18% | Add +85.8% | 11,947 | $603K |
| Larson Financial Group LLC | 0.02% | Reduce -37.1% | 11,941 | $603K |
| First Heartland Consultants, Inc. | 0.04% | Add +4.1% | 11,918 | $602K |
| Private Trust Co. NA | 0.05% | Reduce -52.6% | 11,909 | $601K |
| Redwood Family Wealth LLC | 0.52% | Add +13.2% | 11,701 | $591K |
| Fiduciary Financial Advisors | 0.06% | New | 11,555 | $583K |
| Elm3 Financial Group, LLC | 0.40% | Reduce -24.3% | 11,538 | $583K |
| Rossby Financial, LCC | 0.11% | Add +287.4% | 11,517 | $581K |
| Impact Capital Partners LLC | 0.15% | Add +3.6% | 11,215 | $566K |
| Essex Financial Services, Inc. | 0.03% | Reduce -11.7% | 11,211 | $566K |
| McDonald Partners LLC | 0.14% | Add +23.9% | 11,081 | $560K |
| Redwood Investment Management, LLC | 0.05% | Add +0.8% | 10,950 | $553K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 10,906 | $551K |
| International Assets Investment Management, LLC | 0.03% | Reduce -5.4% | 10,757 | $543K |
| Genesis Financial Group, LLC | 0.35% | Add +2.4% | 10,707 | $541K |
| Kestra Investment Management, LLC | 0.01% | Reduce -45.6% | 10,656 | $538K |
| Paladin Partners, LLC | 0.36% | Add +9.0% | 10,636 | $537K |
| Banque Transatlantique SA | 0.01% | No change | 10,611 | $536K |
| Sterling Investment Advisors, Ltd. | 0.09% | Add +7.1% | 10,590 | $535K |
| Mather Group, Llc. | 0.00% | Reduce -26.2% | 10,554 | $533K |
| Leelyn Smith, LLC | 0.06% | Add +9.2% | 10,499 | $530K |
| Colton Groome Financial Advisors, LLC | 0.13% | New | 10,466 | $528K |
| Quantum Portfolio Management LLC | 0.19% | No change | 10,400 | $525K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +50.1% | 10,374 | $524K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,335 | $522K |
| Principle Wealth Partners LLC | 0.03% | Add +0.2% | 10,327 | $521K |
| PFG Investments, LLC | 0.02% | Add +11.3% | 10,209 | $515K |
| First Foundation Advisors | 0.02% | Reduce -74.5% | 10,194 | $515K |
| Ascent Advisors, LLC | 0.59% | New | 10,146 | $512K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 10,000 | $505K |
| Riverstone Advisors, LLC | 0.21% | New | 9,948 | $502K |
| StoneCrest Wealth Management, Inc. | 0.16% | Reduce -0.7% | 9,943 | $502K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -9.4% | 9,925 | $502K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +3.2% | 9,710 | $492K |
| Whittier Trust Co. | 0.00% | Add +50.4% | 9,697 | $490K |
| Csenge Advisory Group | 0.02% | Reduce -25.7% | 9,484 | $479K |
| Haverford Financial Services, Inc. | 0.14% | No change | 9,368 | $473K |
| Intrepid Financial Planning Group LLC | 0.16% | Add +15.7% | 9,367 | $473K |
| Entelevest, LLC | 0.41% | Reduce -4.8% | 9,352 | $472K |
| South Shore Capital Advisors | 0.32% | New | 9,320 | $471K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -9.9% | 9,035 | $456K |
| Canvas Wealth Advisors, LLC | 0.06% | Reduce -28.8% | 8,900 | $451K |
| Mosaic Financial Group, LLC | 0.29% | Add +0.7% | 8,941 | $451K |
| A. D. Beadell Investment Counsel, Inc. | 0.29% | Reduce -0.1% | 8,890 | $448K |
| Two Sigma Securities, LLC | 0.04% | Reduce -80.7% | 8,794 | $444K |
| Global Assets Advisory, LLC | 0.10% | Add +50.5% | 8,779 | $443K |
| Corient Private Wealth LP | 0.00% | Add +21.8% | 8,751 | $442K |
| Planned Solutions, Inc. | 0.13% | Add +2.7% | 8,721 | $440K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.7% | 8,542 | $431K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 8,541 | $431K |
| CAP Partners, LLC | 0.21% | Reduce -0.0% | 8,347 | $421K |
| R2 Capital Strategies, LLC | 0.19% | — | 8,263 | $417K |
| Retirement Planning Group, LLC | 0.01% | Reduce -5.4% | 8,186 | $413K |
| Sequent Planning LLC | 0.09% | Reduce -32.7% | 8,033 | $406K |
| Boyd Watterson Asset Management LLC | 0.11% | Reduce -55.6% | 8,000 | $404K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -11.1% | 7,892 | $398K |
| KWB Wealth | 0.03% | Add +44.8% | 7,859 | $397K |
| GTS Securities LLC | 0.01% | New | 7,857 | $397K |
| Hurley Capital, LLC | 0.21% | Reduce -0.6% | 7,850 | $396K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -13.4% | 7,783 | $393K |
| AlTi Global, Inc. | 0.01% | New | 7,714 | $389K |
| Spectrum Wealth Advisory Group, LLC | 0.11% | Reduce -20.6% | 7,578 | $383K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -8.2% | 7,569 | $382K |
| Arwa LLC | 0.16% | New | 7,550 | $382K |
| Level Four Advisory Services, LLC | 0.01% | New | 7,540 | $381K |
| WESPAC Advisors, LLC | 0.18% | Add +41.8% | 7,431 | $375K |
| Blue Chip Partners, LLC | 0.02% | Add +10.1% | 7,426 | $375K |
| 1900 Wealth Management LLC | 0.02% | Reduce -99.7% | 7,380 | $373K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 7,280 | $368K |
| Key Client Fiduciary Advisors, LLC | 0.11% | New | 7,171 | $362K |
| Columbia Advisory Partners LLC | 0.20% | No change | 7,135 | $360K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 7,100 | $358K |
| XY Planning Network, Inc. | 0.04% | Reduce -15.9% | 7,042 | $356K |
| Colonial River Investments, LLC | 0.10% | Reduce -44.9% | 7,041 | $355K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -3.1% | 6,984 | $354K |
| Integrity Alliance, Llc. | 0.01% | Add +14.8% | 7,001 | $353K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -54.8% | 6,991 | $353K |
| Bulltick Wealth Management, LLC | 0.07% | No change | 6,909 | $350K |
| Rollins Financial Advisors, LLC | 0.05% | New | 6,918 | $349K |
| City Center Advisors, LLC | 0.28% | Add +11.7% | 6,841 | $345K |
| HBK Sorce Advisory LLC | 0.01% | New | 6,803 | $344K |
| Rathbones Group PLC | 0.00% | New | 6,760 | $341K |
| One Degree Advisors Inc | 0.08% | Add +1.2% | 6,709 | $338K |
| Cottage Street Advisors LLC | 0.13% | Reduce -7.5% | 6,693 | $338K |
| Meridian Investment Counsel Inc. | 0.07% | Reduce -34.5% | 6,650 | $336K |
| Regatta Research & Money Management | 0.32% | — | 6,611 | $334K |
| Fortem Financial Group, LLC | 0.07% | New | 6,567 | $332K |
| Aptus Capital Advisors, LLC | 0.00% | Add +77.2% | 6,564 | $331K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 6,500 | $328K |
| Firestone Capital Management | 0.06% | No change | 6,365 | $321K |
| J. M. Brown & Associates Inc. | 0.18% | — | 6,274 | $317K |
| Xcelsior Advisor Partners LLC | 0.04% | New | 6,259 | $316K |
| Balboa Wealth Partners | 0.04% | Add +10.2% | 6,186 | $312K |
| Mayfair Advisory Group, LLC | 0.09% | Add +1.7% | 6,111 | $310K |
| OneAscent Family Office, LLC | 0.15% | Add +1.3% | 6,076 | $307K |
| Callan Family Office, LLC | 0.01% | New | 6,073 | $307K |
| RMR Wealth Builders | 0.02% | Add +10.9% | 6,064 | $306K |
| Diversified Enterprises, LLC | 0.01% | Reduce -86.5% | 6,000 | $303K |
| Community Bank & Trust, Waco, Texas | 0.05% | No change | 5,979 | $302K |
| Trust Co. of Oklahoma | 0.08% | No change | 5,963 | $301K |
| Bridgewater Advisors Inc. | 0.02% | No change | 5,959 | $301K |
| Goldstone Financial Group, LLC | 0.03% | No change | 5,930 | $299K |
| Triad Wealth Partners, LLC | 0.02% | New | 5,925 | $299K |
| Three Seasons Wealth, LLC | 0.03% | Reduce -0.8% | 5,847 | $295K |
| D.A. Davidson & Co. | 0.00% | Reduce -28.0% | 5,774 | $292K |
| Mraz, Amerine & Associates, Inc. | 0.04% | Add +1.2% | 5,762 | $291K |
| PW Nova Financial Services LLC | 0.06% | New | 5,703 | $288K |
| Bensler, LLC | 0.03% | Reduce -96.5% | 5,650 | $285K |
| Security Financial Services, INC. | 0.04% | Reduce -27.6% | 5,604 | $283K |
| Allworth Financial LP | 0.00% | Add +32.5% | 5,603 | $283K |
| Victory Financial Group, LLC | 0.03% | New | 5,599 | $283K |
| Carlson Financial, Inc. | 0.14% | New | 5,581 | $282K |
| Ironwood Financial, llc | 0.04% | New | 5,487 | $277K |
| Reicon Wealth Advisors, LLC | 0.17% | Add +5.7% | 5,447 | $275K |
| Sound Income Strategies, LLC | 0.01% | Add +77.5% | 5,420 | $274K |
| HRT Financial LP | 0.00% | Reduce -46.5% | 5,353 | $270K |
| Advyzon Investment Management, LLC | 0.02% | Add +1.9% | 5,325 | $269K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -85.2% | 5,320 | $269K |
| FORM Wealth Advisors, LLC | 0.03% | Reduce -95.9% | 5,318 | $269K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -1.3% | 5,285 | $267K |
| Ehrenkranz Partners L.P. | 0.15% | No change | 5,282 | $267K |
| NWF Advisory Services Inc. | 0.03% | New | 5,275 | $266K |
| Plotkin Financial Advisors, LLC | 0.11% | No change | 5,165 | $261K |
| XML Financial, LLC | 0.02% | No change | 5,150 | $260K |
| Essex LLC | 0.04% | New | 5,145 | $260K |
| Private Client Services, LLC | 0.07% | New | 5,098 | $257K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -7.5% | 5,096 | $257K |
| Ruggiero Investments, Inc. | 0.21% | New | 5,009 | $253K |
| Second Line Capital, LLC | 0.05% | Reduce -82.3% | 4,982 | $253K |
| Voya Investment Management LLC | 0.00% | New | 5,000 | $252K |
| Comprehensive Money Management Services LLC | 0.16% | New | 4,980 | $251K |
| Novem Group | 0.03% | New | 4,968 | $251K |
| Bailard, Inc. | 0.01% | New | 4,939 | $249K |
| Accredited Investor Services, LLC | 0.14% | No change | 4,928 | $249K |
| Seelaus Asset Management LLC | 0.18% | Reduce -27.4% | 4,912 | $248K |
| Jones Kertz & Associates, Inc. | 0.11% | Add +19.8% | 4,907 | $248K |
| Altus Wealth Group LLC | 0.09% | New | 4,835 | $244K |
| Axxcess Wealth Management, LLC | 0.00% | New | 4,631 | $234K |
| Legacy Trust | 0.04% | No change | 4,622 | $233K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.06% | Reduce -31.0% | 4,597 | $232K |
| Larch Capital Partners LLC | 0.03% | No change | 4,585 | $231K |
| Titleist Asset Management, LLC | 0.02% | Add +0.1% | 4,480 | $226K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -32.2% | 4,459 | $225K |
| Bellecapital International Ltd. | 0.04% | Reduce -17.1% | 4,454 | $225K |
| Wellspring Financial Advisors, LLC | 0.01% | No change | 4,440 | $224K |
| HBW Advisory Services LLC | 0.02% | Reduce -5.0% | 4,429 | $224K |
| Townsend Financial Planning, LLC | 0.19% | New | 4,416 | $223K |
| PNC Financial Services Group, Inc. | 0.00% | Add +327.0% | 4,377 | $221K |
| Advisors Capital Management, LLC | 0.00% | New | 4,364 | $220K |
| Monument Capital Management | 0.04% | New | 4,342 | $219K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.5% | 4,339 | $219K |
| Wallace Advisory Group, LLC | 0.21% | New | 4,324 | $218K |
| Frontier Asset Management, LLC | 0.04% | Add +8.1% | 4,323 | $218K |
| Insight Wealth Strategies, LLC | 0.02% | Reduce -30.1% | 4,279 | $216K |
| New Wave Wealth Advisors LLC | 0.06% | New | 4,138 | $210K |
| Moulton Wealth Management, Inc. | 0.14% | New | 4,125 | $208K |
| Strategic Blueprint, LLC | 0.01% | New | 4,111 | $208K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.5% | 4,081 | $206K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +14.4% | 4,076 | $206K |
| Allen Capital Group, LLC | 0.02% | Reduce -9.1% | 4,031 | $204K |
| Hobbs Group Advisors, LLC | 0.05% | Reduce -37.0% | 4,010 | $202K |
| Sepio Capital, LP | 0.01% | Reduce -75.9% | 3,993 | $202K |
| Pacific Excel Wealth Advisors, Inc. | 0.08% | New | 3,985 | $201K |
| Heritage Family Offices, LLP | 0.08% | Reduce -66.7% | 3,985 | $201K |
| Woodward Diversified Capital, LLC | 0.09% | New | 3,968 | $200K |
| CLG LLC | 0.04% | New | 3,964 | $200K |
| MPWM Advisory Solutions, LLC | 0.09% | New | 3,934 | $199K |
| Signature Equity Partners, LLC | 0.09% | Add +8.1% | 3,791 | $191K |
| Financial Network Wealth Advisors LLC | 0.19% | Add +21.5% | 3,678 | $186K |
| Contravisory Investment Management, Inc. | 0.03% | Add +144.6% | 3,645 | $184K |
| Allied Private Wealth LLC | 0.11% | — | 3,462 | $175K |
| CoreCap Advisors, LLC | 0.00% | Reduce -23.3% | 3,270 | $165K |
| Wellington-Altus USA Inc. | 0.12% | No change | 3,250 | $164K |
| Sankala Group LLC | 0.10% | New | 3,000 | $152K |
| Operose Advisors LLC | 0.03% | New | 2,962 | $150K |
| HighMark Wealth Management LLC | 0.05% | New | 2,900 | $146K |
| Transce3nd, LLC | 1.21% | Reduce -8.1% | 2,724 | $138K |
| Ninety One UK Ltd | 0.00% | No change | 2,691 | $136K |
| Obsidian Cio, LLC | 0.09% | Reduce -33.9% | 2,461 | $124K |
| DecisionPoint Financial, LLC | 0.02% | New | 2,346 | $118K |
| Archer Investment Corp | 0.02% | No change | 2,200 | $111K |
| Activest Wealth Management | 0.02% | Reduce -67.6% | 2,156 | $109K |
| Mosley Wealth Management | 0.03% | Reduce -41.7% | 2,032 | $103K |
| Simplex Trading, LLC | 0.00% | Reduce -26.7% | 1,785 | $90K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1,559 | $79K |
| Clearstead Trust, LLC | 0.01% | No change | 1,438 | $73K |
| National Bank of Canada | 0.00% | No change | 1,262 | $64K |
| FWL Investment Management, LLC | 0.01% | New | 1,254 | $63K |
| Heritage Wealth Advisors | 0.00% | Add +1.1% | 1,239 | $63K |
| Lloyd Advisory Services, LLC. | 0.02% | Add +1175.8% | 1,212 | $61K |
| Beacon Financial Strategies CORP | 0.03% | New | 1,181 | $60K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -12.1% | 1,156 | $58K |
| Trust Co. of Vermont | 0.00% | — | 1,114 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,100 | $56K |
| Key Capital Management, INC | 0.03% | Add +107.9% | 1,021 | $52K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -32.8% | 974 | $49K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -13.0% | 925 | $47K |
| Westside Investment Management, Inc. | 0.01% | No change | 900 | $45K |
| Global Trust Asset Management, LLC | 0.01% | No change | 892 | $45K |
| Gables Capital Management Inc. | 0.01% | No change | 778 | $39K |
| UMB Bank, n.a. | 0.00% | No change | 754 | $38K |
| Barclays PLC | 0.00% | Add +48.0% | 740 | $37K |
| Millstone Evans Group, LLC | 0.02% | Reduce -86.0% | 735 | $37K |
| Montgomery Financial Services LLC | 0.03% | — | 681 | $34K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -15.8% | 555 | $28K |
| Parallel Advisors, LLC | 0.00% | Reduce -71.5% | 547 | $28K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | Add +0.2% | 522 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 501 | $25K |
| Advocate Investing Services LLC | 0.02% | New | 500 | $25K |
| Nalls Sherbakoff Group, LLC | 0.01% | New | 400 | $20K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 400 | $20K |
| IMA Advisory Services, Inc. | 0.00% | New | 400 | $20K |
| Catherine Avery Investment Management LLC | 0.01% | New | 355 | $18K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 340 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | New | 316 | $16K |
| Evolution Wealth Management Inc. | 0.01% | Add +32.8% | 316 | $16K |
| Vision Retirement, LLC | 0.00% | New | 296 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 294 | $15K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 283 | $14K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -16.0% | 258 | $13K |
| Holos Integrated Wealth LLC | 0.01% | Reduce -74.2% | 250 | $13K |
| Delos Wealth Advisors, LLC | 0.01% | New | 229 | $12K |
| Caldwell Trust Co | 0.00% | New | 222 | $11K |
| Tsfg, LLC | 0.00% | New | 215 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 209 | $11K |
| Decker Retirement Planning Inc. | 0.00% | No change | 197 | $10K |
| Tounjian Advisory Partners, LLC | 0.00% | Reduce -99.4% | 187 | $9K |
| Valley Wealth Managers, Inc. | 0.00% | New | 181 | $9K |
| JNBA Financial Advisors | 0.00% | Add +1.2% | 175 | $9K |
| MCF Advisors LLC | 0.00% | New | 138 | $7K |
| MidFirst Bank | 0.00% | Reduce -76.9% | 118 | $6K |
| Concord Wealth Partners | 0.00% | New | 110 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -60.0% | 100 | $5K |
| Ulland Investment Advisors, LLC | 0.00% | New | 100 | $5K |
| Kingdom Financial Group LLC. | 0.00% | No change | 95 | $5K |
| Trust Co. of Toledo NA | 0.00% | No change | 91 | $5K |
| TD Private Client Wealth LLC | 0.00% | Reduce -8.3% | 88 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 93 | $4K |
| Avion Wealth | 0.00% | No change | 84 | $4K |
| Aventura Private Wealth, LLC | 0.00% | New | 68 | $3K |
| Asset Dedication, LLC | 0.00% | New | 67 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +300.0% | 64 | $3K |
| Buck Wealth Strategies, LLC | 0.00% | New | 59 | $3K |
| Nova Wealth Management, Inc. | 0.00% | No change | 58 | $3K |
| Fairman Group, LLC | 0.00% | Add +2.0% | 51 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 41 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 39 | $2K |
| Institute for Wealth Management, LLC. | 0.00% | New | 13 | $661 |
| Networth Advisors, LLC | 0.00% | No change | 9 | $454 |
| Creative Capital Management Investments LLC | 0.00% | No change | 8 | $404 |
| 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.