SS SPDR BB High Yield BondJNKETF
13F holders, Q1 2024 (March 31)549holders
4famous investors
$95.22avg. 13F price*
At the end of Q1 2024, 549 institutions reported holding SS SPDR BB High Yield Bond (JNK) in their 13F filings. The largest holders were State Street Corp. ($1.1B), Clark Capital Management Group, Inc. ($625.2M) and Goldman Sachs Group Inc. ($556.4M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR BB High Yield Bond
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R622
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $236.6M |
| Exits | 50 | $122.8M |
Ownership 549 holders
| State Street Corp. | 0.05% | Add +43.9% | 11,939,875 | $1.1B |
| Clark Capital Management Group, Inc. | 4.66% | Add +3.0% | 6,566,756 | $625.2M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -22.8% | 5,844,344 | $556.4M |
| Ocean Park Asset Management, LLC | 20.26% | Add +20.7% | 4,517,700 | $430.1M |
| Wells Fargo & Company | 0.10% | Reduce -1.2% | 4,105,433 | $390.8M |
| Assetmark, Inc. | 1.25% | Add +10.1% | 4,033,121 | $384.0M |
| Japan Science & Technology Agency | 4.56% | No change | 3,858,054 | $367.3M |
| Envestnet Asset Management Inc. | 0.11% | Add +2.4% | 3,136,806 | $298.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.36% | Add +25.2% | 2,737,137 | $259.0M |
| Jane Street Group, LLC | 0.31% | Add +223.6% | 2,545,240 | $242.3M |
| JPMorgan Chase & Co. | 0.02% | Add +59.2% | 2,280,927 | $217.1M |
| BlackRock Inc. | 0.00% | Add +0.3% | 2,132,986 | $203.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -11.2% | 1,695,954 | $161.5M |
| Morgan Stanley | 0.01% | Add +103.1% | 1,688,374 | $160.7M |
| Kensington Asset Management, LLC | 7.86% | No change | 1,651,300 | $157.2M |
| United Capital Financial Advisors, LLC | 0.92% | Reduce -1.8% | 1,170,344 | $111.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.73% | No change | 1,110,000 | $105.7M |
| Thrivent Financial for Lutherans | 0.21% | Reduce -32.5% | 1,085,768 | $103.4M |
| Arch Capital Group LTD. | 17.17% | New | 1,058,761 | $100.8M |
| LPL Financial LLC | 0.05% | Add +60.5% | 981,593 | $93.4M |
| Angeles Investment Advisors, LLC | 4.69% | Add +193.8% | 927,000 | $88.3M |
| Man Group plc | 0.24% | No change | 892,377 | $85.0M |
| Bank of America Corp. | 0.01% | Reduce -29.4% | 833,541 | $79.4M |
| Toews Corp. | 11.10% | Reduce -9.2% | 670,100 | $63.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.1% | 669,005 | $63.7M |
| Royal Bank of Canada | 0.02% | Reduce -21.0% | 652,273 | $62.1M |
| Osaic Holdings, Inc. | 0.14% | Reduce -39.9% | 647,294 | $61.6M |
| Aristotle Pacific Capital, LLC | 22.31% | Add +26.4% | 636,186 | $60.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.75% | Add +8.8% | 634,008 | $60.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -14.6% | 620,502 | $59.1M |
| Private Ocean, LLC | 5.12% | Reduce -4.5% | 507,753 | $48.3M |
| Balyasny Asset Management L.P. | 0.13% | Add +17.6% | 497,742 | $47.4M |
| Quotient Wealth Partners, LLC | 1.66% | Reduce -4.4% | 489,114 | $46.6M |
| Dynasty Wealth Management, LLC | 1.48% | — | 488,645 | $46.5M |
| HSBC Holdings PLC | 0.03% | Add +2.6% | 453,423 | $43.2M |
| Logan Stone Capital, LLC | 9.14% | Add +272.0% | 446,853 | $42.5M |
| Bank of Montreal | 0.01% | Add +816.4% | 423,831 | $40.4M |
| American Century Companies Inc. | 0.02% | No change | 397,970 | $37.9M |
| UBS Group AG | 0.01% | Add +4.0% | 378,664 | $36.0M |
| Jefferies Financial Group Inc. | 0.73% | Reduce -13.0% | 347,786 | $33.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.13% | Reduce -0.4% | 346,649 | $33.0M |
| Nan Shan Life Insurance Co., Ltd. | 0.76% | No change | 337,566 | $32.1M |
| Nuveen Asset Management, LLC | 0.01% | No change | 300,746 | $31.3M |
| Millennium Management | 0.03% | Reduce -3.6% | 328,361 | $31.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +10.5% | 313,115 | $29.8M |
| Rafferty Asset Management, LLC | 0.11% | Add +32.8% | 311,863 | $29.7M |
| Cetera Investment Advisers | 0.07% | Add +414.5% | 292,280 | $27.8M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -40.8% | 263,437 | $25.1M |
| Schroder Investment Management Group | 0.03% | Reduce -68.9% | 261,160 | $24.9M |
| Townsquare Capital LLC | 0.33% | Reduce -8.8% | 239,216 | $22.8M |
| BTS Asset Management, Inc. | 18.44% | Reduce -11.3% | 234,068 | $22.3M |
| Allstate Corp. | 1.44% | No change | 212,913 | $20.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +38.4% | 182,288 | $17.4M |
| Capstone Investment Advisors, LLC | 0.60% | Add +8.8% | 181,401 | $17.3M |
| Old Mission Capital LLC | 0.42% | New | 180,630 | $17.2M |
| Equitable Holdings, Inc. | 0.19% | Add +50.3% | 178,221 | $17.0M |
| Checchi Capital Advisers, LLC | 1.29% | Add +20.4% | 173,730 | $16.5M |
| NewSquare Capital LLC | 1.46% | Reduce -0.1% | 174,750 | $16.5M |
| Chandler Asset Management, Inc. | 3.34% | Add +1.2% | 172,916 | $16.5M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +2.4% | 169,158 | $16.1M |
| Sun Life Financial Inc. | 0.97% | New | 168,000 | $15.4M |
| HRT Financial LP | 0.09% | New | 160,503 | $15.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -58.0% | 156,907 | $14.9M |
| One Capital Management, LLC | 0.54% | Add +11.7% | 156,625 | $14.9M |
| Guggenheim Capital LLC | 0.10% | Reduce 0.0% | 146,788 | $14.0M |
| BLB&B Advisors, LLC | 0.78% | Add +6.2% | 145,138 | $13.8M |
| MML Investors Services, LLC | 0.06% | Add +0.7% | 141,744 | $13.5M |
| RFG Advisory, LLC | 0.43% | Add +9.3% | 133,799 | $12.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.68% | Add +24.1% | 132,018 | $12.6M |
| Marshall Wace, LLP | 0.02% | New | 126,300 | $12.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +62.7% | 126,152 | $12.0M |
| Apella Capital, LLC | 0.60% | Add +10.6% | 126,818 | $12.0M |
| Deutsche Bank AG | 0.01% | Reduce -11.9% | 119,841 | $11.4M |
| CIBC Asset Management Inc | 0.04% | Add +34.6% | 118,454 | $11.3M |
| Fsa Wealth Partners, Inc. | 2.69% | Reduce -2.8% | 113,652 | $10.8M |
| Jessup Wealth Management, Inc | 4.44% | Add +12.8% | 108,895 | $10.4M |
| Stifel Financial Corp. | 0.01% | Add +23.4% | 108,576 | $10.3M |
| Susquehanna International Group, LLP | 0.02% | New | 106,865 | $10.2M |
| Park Avenue Securities LLC | 0.13% | Add +74.2% | 103,534 | $9.9M |
| Norden Group LLC | 2.00% | New | 103,434 | $9.8M |
| Conning Inc. | 0.32% | Reduce -50.0% | 100,000 | $9.5M |
| Apollon Wealth Management, LLC | 0.29% | Add +1.1% | 96,545 | $9.2M |
| Csenge Advisory Group | 0.50% | Add +0.7% | 93,757 | $8.9M |
| Shilanski & Associates, Inc. | 2.97% | Add +6.0% | 90,599 | $8.6M |
| Kingsview Wealth Management, LLC | 0.20% | Add +0.6% | 84,862 | $8.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | Reduce -5.1% | 83,928 | $8.0M |
| Aspire Private Capital, LLC | 2.08% | Add +393.7% | 83,097 | $7.9M |
| Citadel Advisors | 0.01% | Reduce -65.4% | 81,162 | $7.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +11.1% | 80,000 | $7.6M |
| IFG Advisory, LLC | 0.56% | Add +17.7% | 79,045 | $7.5M |
| Integrated Wealth Concepts LLC | 0.11% | Add +8.6% | 77,855 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +10.9% | 77,317 | $7.4M |
| Mackenzie Financial Corp. | 0.01% | Reduce -45.7% | 75,343 | $7.2M |
| Sound Income Strategies, LLC | 0.54% | Add +43.3% | 75,282 | $7.2M |
| Symmetry Partners, LLC | 0.54% | Reduce -64.8% | 72,689 | $6.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -22.9% | 72,066 | $6.9M |
| Rovin Capital /Ut/ | 2.81% | Add +9.1% | 71,953 | $6.8M |
| Coppell Advisory Solutions Corp. | 1.28% | — | 71,572 | $6.8M |
| Prospera Financial Services Inc | 0.20% | Reduce -3.2% | 70,499 | $6.7M |
| Renaissance Technologies | 0.01% | New | 69,000 | $6.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +13.3% | 68,686 | $6.5M |
| Merriman Wealth Management, LLC | 0.29% | Add +0.6% | 67,345 | $6.4M |
| Barclays PLC | 0.00% | Add +29.2% | 66,000 | $6.3M |
| Donoghue Forlines LLC | 1.78% | Add +64.8% | 65,771 | $6.3M |
| Vontobel Holding Ltd. | 0.05% | Add +2.1% | 62,787 | $6.0M |
| Raymond James & Associates | 0.00% | Add +12.1% | 61,195 | $5.8M |
| First Trust Advisors LP | 0.01% | Add +3.5% | 60,155 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +38.7% | 60,102 | $5.7M |
| Coombe, Bender & Co LLC | 3.26% | Add +40.1% | 56,383 | $5.4M |
| Crabel Capital Management, LLC | 4.63% | Reduce -6.2% | 55,906 | $5.3M |
| Prosperity Financial Group, Inc. | 3.26% | No change | 55,369 | $5.3M |
| Ellevest, Inc. | 0.32% | Add +7.8% | 54,006 | $5.1M |
| Windsor Capital Management, LLC | 1.59% | Reduce -2.0% | 53,930 | $5.1M |
| Prudential Financial Inc. | 0.01% | Add +38.6% | 52,559 | $5.0M |
| Riggs Asset Managment Co. Inc. | 1.45% | Reduce -2.1% | 52,342 | $5.0M |
| GeoWealth Management, LLC | 0.19% | Add +646.2% | 51,220 | $4.9M |
| CoreCap Advisors, LLC | 0.26% | Reduce -45.6% | 50,849 | $4.8M |
| Charles Schwab Trust Co | 0.46% | Add +24.8% | 50,573 | $4.8M |
| Baker Avenue Asset Management, LP | 0.18% | Reduce -32.4% | 50,198 | $4.8M |
| Jump Financial, LLC | 0.13% | New | 49,494 | $4.7M |
| Advisors Preferred, LLC | 0.78% | Reduce -10.2% | 49,266 | $4.6M |
| Farther Finance Advisors, LLC | 0.27% | Reduce -44.3% | 47,891 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +129.9% | 46,732 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 44,285 | $4.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +2.8% | 43,678 | $4.2M |
| First Citizens Bank & Trust Co. | 0.08% | Reduce -86.7% | 43,447 | $4.1M |
| Sovereign Investment Advisors, LLC | 1.43% | Add +1.1% | 43,431 | $4.1M |
| Citigroup Inc. | 0.00% | Add +28.2% | 41,781 | $4.0M |
| Private Advisor Group, LLC | 0.03% | Add +9.3% | 40,540 | $3.9M |
| Victory Capital Management Inc. | 0.00% | No change | 40,315 | $3.8M |
| Larson Financial Group LLC | 0.29% | Reduce -7.7% | 38,906 | $3.7M |
| CW Advisors, LLC | 0.06% | Add +1.5% | 38,501 | $3.7M |
| Quarry LP | 1.56% | New | 38,450 | $3.7M |
| Altura Wealth Advisors Inc. | 4.17% | New | 37,223 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +92.8% | 37,177 | $3.5M |
| Mariner, LLC | 0.01% | Reduce -12.1% | 36,668 | $3.5M |
| Meeder Asset Management Inc. | 0.22% | Reduce -19.9% | 36,522 | $3.5M |
| Regal Investment Advisors LLC | 0.23% | Add +2.2% | 36,027 | $3.4M |
| Visionary Wealth Advisors | 0.23% | Reduce -13.0% | 35,832 | $3.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -57.8% | 35,653 | $3.4M |
| Benjamin F. Edwards & Company, Inc. | 0.06% | Add +1.7% | 35,644 | $3.4M |
| Blue Fin Capital, Inc. | 0.75% | Add +0.1% | 35,308 | $3.4M |
| Atria Investments, Inc | 0.05% | Reduce -8.0% | 35,237 | $3.4M |
| FirstPurpose Wealth LLC | 1.22% | Reduce -2.8% | 35,848 | $3.4M |
| Comerica Bank | 0.01% | Reduce -25.4% | 34,861 | $3.3M |
| Insight Wealth Strategies, LLC | 0.48% | New | 34,597 | $3.3M |
| Canal Capital Management, LLC | 0.55% | Add +20.5% | 34,338 | $3.3M |
| New England Asset Management Inc. | 0.53% | No change | 34,086 | $3.2M |
| Cerity Partners LLC | 0.01% | Add +1476.9% | 34,566 | $3.2M |
| NewEdge Advisors, LLC | 0.03% | Add +29.5% | 34,039 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Add +11.5% | 33,031 | $3.1M |
| HTLF Bank | 0.35% | Reduce -12.7% | 32,055 | $3.1M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4.03% | New | 32,000 | $3.0M |
| Sei Investments Co. | 0.00% | Reduce -83.5% | 32,000 | $3.0M |
| Ieq Capital, LLC | 0.04% | Add +1.1% | 30,550 | $2.9M |
| Girard Partners LTD. | 0.27% | Add +3.2% | 30,441 | $2.9M |
| Harbour Trust & Investment Management Co | 0.36% | Add +6.8% | 30,385 | $2.9M |
| Tritonpoint Wealth, LLC | 0.30% | Reduce -60.8% | 11,972 | $2.9M |
| Estate Counselors, LLC | 0.33% | Reduce -7.7% | 30,330 | $2.9M |
| Red Wave Investments LLC | 1.06% | Reduce -8.6% | 29,796 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -6.2% | 29,670 | $2.8M |
| Principal Securities, Inc. | 0.09% | Add +10.4% | 29,069 | $2.8M |
| Peapack Gladstone Financial Corp. | 0.04% | No change | 27,626 | $2.6M |
| Dark Forest Capital Management LP | 0.44% | Reduce -55.5% | 27,427 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 0.71% | No change | 27,350 | $2.6M |
| Edgestream Partners, L.P. | 0.13% | Add +120.3% | 27,173 | $2.6M |
| Prosperity Consulting Group, LLC | 0.32% | Add +880.9% | 27,150 | $2.6M |
| Raymond James Trust N.A. | 0.06% | Reduce -1.0% | 26,756 | $2.5M |
| Captrust Financial Advisors | 0.01% | Add +345.1% | 26,522 | $2.5M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +0.3% | 26,419 | $2.5M |
| Phillips Financial Management, LLC | 0.21% | Reduce -2.2% | 26,325 | $2.5M |
| Raleigh Capital Management Inc. | 1.07% | Add +288.0% | 26,154 | $2.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 26,099 | $2.5M |
| Axxcess Wealth Management, LLC | 0.07% | New | 26,018 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.52% | New | 25,944 | $2.5M |
| Chesapeake Capital Corp. | 1.80% | Reduce -25.4% | 25,459 | $2.4M |
| Boothbay Fund Management, LLC | 0.07% | Add +434.8% | 24,600 | $2.3M |
| Portside Wealth Group, LLC | 0.43% | Add +1.3% | 24,552 | $2.3M |
| Forefront Analytics, LLC | 1.13% | Reduce -0.1% | 24,528 | $2.3M |
| Agilis Partners LLC | 0.59% | Add +0.1% | 24,360 | $2.3M |
| Counterpoint Mutual Funds LLC | 0.55% | Add +27.2% | 23,713 | $2.3M |
| Ascent Group, LLC | 0.20% | Reduce -7.3% | 23,428 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +11.6% | 24,200 | $2.2M |
| Hibernia Wealth Partners, LLC | 1.48% | Add +33.1% | 22,883 | $2.2M |
| Florin Court Capital LLP | 1.87% | Add +111.1% | 22,800 | $2.2M |
| Compagnie Lombard Odier SCmA | 0.04% | No change | 22,194 | $2.1M |
| Two Sigma Securities, LLC | 0.10% | Add +555.2% | 22,092 | $2.1M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -2.3% | 22,065 | $2.1M |
| Traveka Wealth, LLC | 0.94% | Add +11.5% | 21,427 | $2.0M |
| Anfield Capital Management, LLC | 0.95% | Reduce -14.9% | 20,764 | $2.0M |
| Fifth Third Securities, Inc. | 0.19% | Add +83.6% | 20,502 | $2.0M |
| Ti-Trust, Inc. | 1.42% | Add +1.2% | 20,309 | $1.9M |
| Nilsine Partners, LLC | 0.26% | New | 20,273 | $1.9M |
| Loomis Sayles & Co. L P | 0.00% | Add +108.4% | 19,410 | $1.8M |
| Virtue Capital Management, LLC | 0.33% | New | 19,461 | $1.8M |
| Baker Tilly Wealth Management, LLC | 0.33% | Reduce -1.1% | 19,001 | $1.8M |
| Mount Lucas Management LP | 0.59% | Add +41.1% | 18,424 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.4% | 18,405 | $1.8M |
| Stephenson & Company, Inc. | 1.27% | Add +6.6% | 18,192 | $1.7M |
| Personal Cfo Solutions, LLC | 0.27% | Reduce -4.9% | 18,044 | $1.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.11% | Add +41.0% | 18,245 | $1.7M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.05% | Add +4.0% | 17,735 | $1.7M |
| Crestone Asset Management LLC | 0.34% | Reduce -23.3% | 17,562 | $1.7M |
| Gibbs Wealth Management | 0.95% | — | 17,310 | $1.6M |
| CreativeOne Wealth, LLC | 0.06% | Add +171.0% | 16,678 | $1.6M |
| Global Retirement Partners, LLC | 0.06% | Add +21.8% | 16,507 | $1.6M |
| Whittier Trust Co. | 0.02% | No change | 16,460 | $1.6M |
| TFB Advisors LLC | 0.56% | Add +46.0% | 16,582 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -23.0% | 15,713 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +163.7% | 15,368 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -9.3% | 15,356 | $1.5M |
| Stephens Inc. | 0.02% | Add +18.4% | 15,352 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +136.7% | 15,342 | $1.5M |
| IFP Advisors, Inc | 0.06% | Add +4.7% | 14,956 | $1.4M |
| Aveo Capital Partners, LLC | 0.15% | Add +102.6% | 15,062 | $1.4M |
| Principal Financial Group Inc. | 0.00% | New | 14,753 | $1.4M |
| AXS Investments LLC | 0.32% | Add +40.0% | 14,000 | $1.3M |
| Caldwell Trust Co | 0.15% | Add +7.9% | 13,955 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -3.3% | 13,817 | $1.3M |
| Nwam LLC | 0.11% | Add +3.8% | 13,920 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -0.6% | 13,587 | $1.3M |
| SVB Wealth LLC | 0.03% | Reduce -10.3% | 13,522 | $1.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.21% | Reduce -3.7% | 13,505 | $1.3M |
| IMC-Chicago, LLC | 0.04% | New | 13,493 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -0.6% | 12,929 | $1.2M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -9.2% | 12,833 | $1.2M |
| Prudent Man Advisors, LLC | 0.45% | Reduce -1.4% | 12,637 | $1.2M |
| Betterment LLC | 0.00% | Add +2.0% | 12,500 | $1.2M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -4.8% | 12,462 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.2% | 12,310 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -37.6% | 12,256 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +13.6% | 12,215 | $1.2M |
| Covenant Partners, LLC | 0.34% | Add +0.3% | 12,180 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -78.0% | 11,963 | $1.1M |
| Washington Trust Bank | 0.11% | Reduce -61.0% | 11,961 | $1.1M |
| Richardson Financial Services Inc. | 0.80% | Add +187.0% | 11,869 | $1.1M |
| Valeo Financial Advisors, LLC | 0.04% | Add +1.7% | 12,031 | $1.1M |
| Global Trust Asset Management, LLC | 0.45% | Reduce -0.7% | 11,530 | $1.1M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -23.3% | 11,511 | $1.1M |
| MIdWestOne Financial Group, Inc. | 0.19% | Add +5.5% | 11,317 | $1.1M |
| Kelly Financial Services LLC | 0.41% | Add +288.8% | 11,248 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | No change | 10,961 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Reduce -49.5% | 10,937 | $1.0M |
| Strategic Investment Advisors / MI | 0.13% | Add +42.1% | 10,832 | $1.0M |
| Creative Planning | 0.00% | Add +33.0% | 10,744 | $1.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | — | 10,500 | $1000K |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +0.7% | 10,497 | $999K |
| Schwallier Wealth Management LLC | 0.79% | Add +5.2% | 10,359 | $986K |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -4.0% | 10,203 | $972K |
| Clearview Wealth Advisors LLC | 0.94% | New | 9,719 | $925K |
| Balboa Wealth Partners | 0.29% | New | 9,652 | $919K |
| Neuberger Berman Group LLC | 0.00% | Add +5.8% | 9,638 | $918K |
| Aletheian Wealth Advisors LLC | 0.50% | Add +11.2% | 9,607 | $915K |
| Vanguard Group Inc. | 0.00% | Reduce -1.2% | 9,566 | $911K |
| Axiom Financial Strategies, LLC | 0.58% | Reduce -1.8% | 9,510 | $905K |
| Old National Bancorp | 0.02% | Reduce -6.0% | 9,459 | $900K |
| Mutual Advisors, LLC | 0.03% | New | 9,325 | $888K |
| Single Point Partners, LLC | 0.20% | Reduce -0.8% | 9,228 | $879K |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -2.2% | 9,054 | $862K |
| Probity Advisors, Inc. | 0.17% | Reduce -3.5% | 8,845 | $842K |
| Auour Investments LLC | 0.31% | Add +8.3% | 8,841 | $842K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,621 | $821K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -8.6% | 8,610 | $820K |
| Capital CS Group, LLC | 0.82% | New | 8,558 | $815K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -90.6% | 8,380 | $798K |
| PAX Financial Group, LLC | 0.16% | Add +2.9% | 8,349 | $795K |
| Hillcrest Wealth Advisors - NY, LLC | 0.42% | Reduce -15.4% | 8,193 | $780K |
| Lincoln National Corp. | 0.01% | Add +97.8% | 7,980 | $760K |
| Tidal Investments LLC | 0.01% | Reduce -24.9% | 7,911 | $753K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.7% | 7,881 | $750K |
| Brookstone Capital Management | 0.01% | Add +21.1% | 7,871 | $749K |
| Heritage Trust Co | 0.10% | No change | 7,780 | $741K |
| Noesis Capital Mangement Corp. | 0.16% | Reduce -0.5% | 7,563 | $720K |
| Coulter & Justus Financial Services, LLC | 0.16% | New | 7,563 | $720K |
| TRUE Private Wealth Advisors | 0.08% | Reduce -62.9% | 7,551 | $719K |
| Veery Capital, LLC | 0.29% | Reduce -43.7% | 7,476 | $712K |
| Banco Santander, S.A. | 0.01% | Reduce -6.5% | 7,327 | $698K |
| Inscription Capital, LLC | 0.11% | New | 7,169 | $682K |
| Advisory Alpha, LLC | 0.03% | Reduce -9.5% | 7,097 | $676K |
| First American Trust, FSB | 0.07% | Add +18.5% | 7,036 | $670K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -11.6% | 6,938 | $660K |
| Harvest Volatility Management LLC | 15.56% | No change | 6,912 | $658K |
| Advisory Services Network, LLC | 0.01% | Add +382.9% | 6,910 | $658K |
| Austin Private Wealth, LLC | 0.07% | New | 6,612 | $622K |
| Pacer Advisors, Inc. | 0.00% | No change | 6,533 | $622K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 6,488 | $618K |
| Sharper & Granite LLC | 0.30% | Add +1.1% | 6,528 | $613K |
| Modera Wealth Management, LLC | 0.01% | New | 6,425 | $612K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.0% | 6,424 | $612K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -41.7% | 6,339 | $603K |
| Lorne Steinberg Wealth Management Inc. | 0.18% | No change | 6,220 | $592K |
| Westside Investment Management, Inc. | 0.14% | Add +9.4% | 6,160 | $586K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -6.0% | 5,966 | $568K |
| Outlook Wealth Advisors, LLC | 0.17% | New | 5,881 | $560K |
| Apollon Financial, LLC | 0.19% | Add +13.3% | 5,851 | $557K |
| Roman Butler Fullerton & Co. | 0.21% | New | 5,915 | $553K |
| Keybank National Association | 0.00% | Reduce -12.6% | 5,779 | $550K |
| PFG Investments, LLC | 0.03% | Add +36.3% | 5,746 | $547K |
| Ehrlich Financial Group | 0.46% | Add +59.4% | 5,743 | $547K |
| Financial Advocates Investment Management | 0.03% | Reduce -12.3% | 4,780 | $541K |
| Adams Wealth Management | 0.13% | Reduce -0.4% | 5,677 | $540K |
| Merit Financial Group, LLC | 0.01% | Reduce -57.5% | 5,725 | $540K |
| First Citizens Asset Management, Inc. | 0.20% | Reduce -70.9% | 5,492 | $523K |
| Novak & Powell Financial Services, Inc. | 0.38% | Add +1.3% | 5,372 | $511K |
| Global Financial Private Client, LLC | 0.22% | Add +788.4% | 5,366 | $506K |
| Blue Barn Wealth, LLC | 0.28% | Reduce -1.0% | 5,277 | $502K |
| KFA Private Wealth Group, LLC | 0.16% | New | 5,272 | $502K |
| Simplex Trading, LLC | 0.01% | New | 5,229 | $497K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -10.7% | 5,120 | $487K |
| Simplicity Wealth,LLC | 0.01% | New | 5,097 | $485K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 5,002 | $476K |
| Commerce Bank | 0.00% | Reduce -62.9% | 4,973 | $473K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +97.1% | 4,954 | $472K |
| Coldstream Capital Management Inc. | 0.01% | Add +50.6% | 4,950 | $471K |
| Wealth Advisory Solutions, LLC | 0.12% | Add +19.9% | 4,898 | $466K |
| Alliancebernstein L.P. | 0.00% | Reduce -3.3% | 4,847 | $461K |
| Iams Wealth Management, LLC | 0.28% | Add +25.7% | 4,872 | $460K |
| Founders Financial Securities LLC | 0.05% | Add +2.8% | 4,831 | $460K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.0% | 4,757 | $453K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 4,757 | $453K |
| Richard W. Paul & Associates, LLC | 0.18% | Add +194.7% | 4,750 | $452K |
| Private Wealth Group, LLC | 0.23% | New | 4,658 | $443K |
| Catalyst Financial Partners LLC | 0.11% | Add +23.4% | 4,693 | $435K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +38.5% | 4,562 | $434K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +38.5% | 4,562 | $434K |
| Moneda S.A. Administradora General de Fondos | 0.24% | No change | 4,559 | $434K |
| Financial Counselors Inc. | 0.01% | New | 4,558 | $434K |
| Accurate Wealth Management, LLC | 0.13% | Reduce -24.8% | 4,611 | $429K |
| Eagle Strategies LLC | 0.09% | New | 4,476 | $426K |
| Balefire, LLC | 0.15% | New | 4,464 | $425K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 4,450 | $424K |
| Hancock Whitney Corp. | 0.01% | New | 4,370 | $416K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,363 | $415K |
| WealthPLAN Partners, LLC | 0.04% | No change | 4,312 | $411K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.4% | 4,302 | $410K |
| Tucker Asset Management LLC | 0.09% | Add +23105.6% | 4,177 | $398K |
| Wilson & Boucher Capital Management, LLC | 0.31% | No change | 4,150 | $395K |
| Independent Financial Group, LLC | 0.02% | Reduce -14.8% | 4,077 | $388K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -14.6% | 4,074 | $388K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.9% | 4,035 | $384K |
| Sterling Investment Counsel, LLC | 0.18% | Add +23.9% | 3,993 | $380K |
| Private Trust Co. NA | 0.04% | No change | 3,986 | $379K |
| Security National Bank of Sioux City Iowa | 0.27% | Reduce -3.5% | 3,965 | $377K |
| FMR LLC | 0.00% | Add +229.2% | 3,934 | $375K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +24.3% | 3,884 | $370K |
| Focus Financial Network, Inc. | 0.02% | — | 3,929 | $365K |
| Alterna Wealth Management, Inc. | 0.29% | New | 3,781 | $360K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -27.5% | 3,774 | $359K |
| McElhenny Sheffield Capital Management, LLC | 0.13% | Reduce -5.1% | 3,767 | $359K |
| XTX Topco Ltd | 0.05% | New | 3,767 | $359K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,750 | $357K |
| Empower Advisory Group, LLC | 0.00% | Add +4.3% | 3,720 | $354K |
| Pitcairn Co. | 0.02% | No change | 3,709 | $353K |
| BSW Wealth Partners | 0.06% | New | 3,701 | $352K |
| Financial Network Wealth Advisors LLC | 0.35% | Add +2.4% | 3,700 | $352K |
| King Wealth Management Group | 0.06% | Add +12.8% | 3,697 | $352K |
| Cwm, LLC | 0.00% | Add +52.8% | 3,682 | $351K |
| Sigma Planning Corp | 0.01% | New | 3,626 | $345K |
| Capital Investment Counsel, LLC | 0.07% | Add +19.8% | 3,492 | $332K |
| Hanover Advisors Inc. | 0.14% | Add +1.9% | 3,463 | $330K |
| Parallel Advisors, LLC | 0.01% | Add +0.9% | 3,410 | $325K |
| Keystone Wealth Services, LLC | 0.11% | Add +1.1% | 3,410 | $325K |
| Legacy Capital Wealth Partners, LLC | 0.23% | New | 3,470 | $320K |
| Scotia Capital Inc. | 0.00% | Add +28.7% | 3,355 | $319K |
| Strategic Blueprint, LLC | 0.02% | New | 3,222 | $307K |
| McLean Asset Management Corp | 0.10% | No change | 3,245 | $306K |
| Arden Trust Co | 0.04% | No change | 3,203 | $305K |
| Mgo One Seven LLC | 0.02% | Reduce -4.0% | 3,190 | $304K |
| Cardiff Park Advisors, LLC | 0.03% | New | 3,181 | $303K |
| Truvestments Capital LLC | 0.12% | New | 3,161 | $301K |
| Bridgewater Associates | 0.00% | No change | 3,126 | $298K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +3944.2% | 3,114 | $296K |
| IHT Wealth Management, LLC | 0.01% | Reduce -43.6% | 3,082 | $293K |
| CX Institutional | 0.01% | No change | 3,078 | $293K |
| Advisors Asset Management, Inc. | 0.01% | Add +54.8% | 3,061 | $291K |
| Slow Capital, Inc. | 0.05% | New | 3,003 | $286K |
| Future Financial Wealth Managment LLC | 0.22% | New | 3,000 | $286K |
| Global Endowment Management, LP | 0.03% | New | 3,000 | $286K |
| Continental Investors Services, Inc. | 0.68% | Add +1.6% | 3,031 | $286K |
| 4Thought Financial Group Inc. | 0.18% | Reduce -2.2% | 2,874 | $274K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.0% | 2,839 | $270K |
| Beacon Financial Group | 0.03% | Reduce -1.4% | 2,832 | $270K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +15.8% | 2,814 | $268K |
| Investments & Financial Planning, LLC | 0.18% | Reduce -4.0% | 2,770 | $264K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -10.7% | 2,759 | $263K |
| Broadview Financial Management, LLC | 0.19% | Add +1.5% | 2,711 | $258K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -47.8% | 2,642 | $251K |
| International Private Wealth Advisors LLC | 0.48% | New | 2,638 | $251K |
| Fairview Capital Investment Management, LLC | 0.01% | Add +1.3% | 2,619 | $249K |
| InTrack Investment Management Inc | 0.18% | Add +0.0% | 2,609 | $248K |
| Towercrest Capital Management | 0.04% | Reduce -0.1% | 2,601 | $248K |
| Global Assets Advisory, LLC | 0.15% | New | 2,625 | $247K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.2% | 2,584 | $246K |
| Madden Advisory Services, Inc. | 0.13% | Reduce -11.6% | 2,517 | $240K |
| AlphaCentric Advisors LLC | 0.14% | Add +36.3% | 2,511 | $239K |
| Intrua Financial, LLC | 0.04% | Reduce -58.5% | 2,507 | $239K |
| Afg Fiduciary Services Limited Partnership | 0.18% | No change | 2,524 | $238K |
| Tiemann Investment Advisors, LLC | 0.11% | Reduce -17.1% | 2,500 | $238K |
| Sterneck Capital Management, LLC | 0.14% | No change | 2,494 | $237K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 2,490 | $237K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.0% | 2,475 | $236K |
| MPS Loria Financial Planners, LLC | 0.08% | Reduce -29.8% | 2,461 | $234K |
| Lockerman Financial Group, Inc. | 0.44% | New | 2,441 | $232K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -0.2% | 2,426 | $231K |
| Argent Trust Co | 0.01% | Reduce -2.3% | 2,424 | $231K |
| Roger Wittlin Investment Advisory, LLC | 0.16% | Reduce -75.0% | 2,422 | $231K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 2,409 | $229K |
| Burke & Herbert Bank & Trust Co. | 0.17% | No change | 2,401 | $229K |
| Proathlete Wealth Management LLC | 0.12% | No change | 2,371 | $226K |
| Keystone Financial Group | 0.03% | Reduce -0.8% | 2,362 | $225K |
| Private Client Services, LLC | 0.15% | Reduce -27.9% | 2,353 | $224K |
| Worth Financial Advisory Group, LLC | 0.15% | New | 2,322 | $221K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -24.9% | 2,319 | $221K |
| Center For Asset Management LLC | 0.18% | New | 2,302 | $219K |
| Dogwood Wealth Management LLC | 0.14% | Add +0.3% | 2,245 | $214K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -8.5% | 2,241 | $213K |
| Castleview Partners, LLC | 0.12% | Add +3775.4% | 2,209 | $210K |
| Cresset Asset Management, LLC | 0.00% | New | 2,204 | $210K |
| Conservest Capital Advisors, Inc. | 0.02% | No change | 2,191 | $209K |
| Brown Advisory Inc. | 0.00% | New | 2,185 | $208K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,196 | $206K |
| Good Life Advisors, LLC | 0.02% | Reduce -11.1% | 2,130 | $203K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -22.8% | 2,033 | $194K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.9% | 1,708 | $187K |
| Joseph Group Capital Management | 0.08% | Reduce -10.7% | 1,729 | $165K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -43.4% | 1,538 | $146K |
| Northwest Bank & Trust Co | 0.13% | No change | 1,552 | $145K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,514 | $143K |
| Realta Investment Advisors | 0.03% | Reduce -48.1% | 1,439 | $137K |
| Sachetta, LLC | 0.06% | No change | 1,376 | $130K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,240 | $117K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 1,135 | $108K |
| First Horizon Advisors, Inc. | 0.00% | Add +33.3% | 1,054 | $100K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.5% | 1,004 | $95K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,000 | $95K |
| Avior Wealth Management, LLC | 0.00% | Reduce -57.2% | 993 | $95K |
| EPG Wealth Management LLC | 0.02% | No change | 966 | $92K |
| Franklin Resources Inc. | 0.00% | Reduce -83.4% | 935 | $89K |
| Blair William & Co. | 0.00% | Add +11.4% | 919 | $87K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -18.5% | 916 | $87K |
| Activest Wealth Management | 0.04% | Reduce -96.7% | 905 | $86K |
| Aptus Capital Advisors, LLC | 0.00% | Add +26533.3% | 799 | $76K |
| Clearstead Advisors, LLC | 0.00% | Add +216.4% | 791 | $74K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 771 | $73K |
| Palouse Capital Management, Inc. | 0.05% | New | 737 | $70K |
| Bogart Wealth, LLC | 0.00% | No change | 734 | $70K |
| Missouri Trust & Investment Co | 0.03% | No change | 700 | $67K |
| Fernwood Investment Management, LLC | 0.02% | New | 700 | $67K |
| Allworth Financial LP | 0.00% | Reduce -29.7% | 700 | $67K |
| TD Private Client Wealth LLC | 0.00% | Add +4.4% | 683 | $65K |
| PrairieView Partners, LLC | 0.01% | No change | 645 | $62K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 644 | $61K |
| Banque Cantonale Vaudoise | 0.00% | No change | 639 | $61K |
| Family Asset Management, LLC | 0.04% | Add +1.3% | 605 | $58K |
| Atticus Wealth Management, LLC | 0.02% | No change | 516 | $49K |
| Arax Advisory Partners | 0.01% | Add +0.2% | 507 | $48K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 500 | $48K |
| New England Capital Financial Advisors LLC | 0.03% | No change | 487 | $46K |
| Continuum Advisory, LLC | 0.01% | Reduce -97.7% | 474 | $45K |
| LGT Financial Advisors LLC | 0.05% | No change | 462 | $44K |
| Transcendent Capital Group LLC | 0.02% | Add +1.1% | 439 | $42K |
| Ameliora Wealth Management Ltd. | 0.02% | No change | 418 | $40K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -94.0% | 364 | $35K |
| Toth Financial Advisory Corp. | 0.00% | No change | 360 | $34K |
| Kessler Investment Group, LLC | 0.02% | New | 346 | $33K |
| Caitlin John, LLC | 0.02% | Add +60.3% | 327 | $31K |
| Tompkins Financial Corp. | 0.00% | Add +5.1% | 310 | $30K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 284 | $27K |
| Wetzel Investment Advisors, Inc. | 0.02% | Reduce -4.0% | 284 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 254 | $24K |
| Regions Financial Corp. | 0.00% | Add +22.6% | 250 | $24K |
| Front Row Advisors LLC | 0.01% | No change | 252 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 246 | $23K |
| Ballast Advisors LLC | 0.01% | No change | 245 | $23K |
| GW&K Investment Management, LLC | 0.00% | No change | 245 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 241 | $23K |
| Webster Bank, N. A. | 0.00% | No change | 223 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 221 | $21K |
| National Bank of Canada | 0.00% | Add +39.9% | 214 | $20K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -58.7% | 211 | $20K |
| Independence Bank of Kentucky | 0.01% | No change | 200 | $19K |
| Pacifica Partners Inc. | 0.01% | Reduce -33.3% | 200 | $19K |
| Tsfg, LLC | 0.00% | Reduce -66.3% | 189 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | Add +93.4% | 176 | $17K |
| Sound Financial Strategies Group, LLC | 0.01% | No change | 176 | $17K |
| Cambridge Trust Co. | 0.00% | No change | 170 | $16K |
| True Wealth Design, LLC | 0.00% | No change | 166 | $16K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 161 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $15K |
| Spire Wealth Management | 0.00% | No change | 159 | $15K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 140 | $13K |
| Retirement Group, LLC | 0.00% | No change | 134 | $13K |
| Gradient Investments LLC | 0.00% | Reduce -19.4% | 133 | $13K |
| Tyler-Stone Wealth Management | 0.01% | Reduce -13.8% | 125 | $12K |
| Tidemark, LLC | 0.01% | No change | 123 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -26.2% | 121 | $12K |
| SouthState Bank Corp | 0.00% | Reduce -37.5% | 120 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 117 | $11K |
| Chesapeake Asset Management LLC | 0.01% | Add +5.0% | 104 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Add +395.0% | 99 | $9K |
| Davis Capital Management | 0.01% | No change | 100 | $9K |
| Western Pacific Wealth Management, LP | 0.01% | New | 96 | $9K |
| Crewe Advisors LLC | 0.00% | New | 95 | $9K |
| Friedenthal Financial | 0.01% | No change | 86 | $8K |
| MCF Advisors LLC | 0.00% | Reduce -1.2% | 85 | $8K |
| Winthrop Capital Management, LLC | 0.00% | No change | 85 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 89 | $8K |
| Investors Research Corp | 0.00% | No change | 74 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 68 | $6K |
| Bank of New Hampshire | 0.00% | No change | 66 | $6K |
| REAP Financial Group, LLC | 0.00% | Add +983.3% | 65 | $6K |
| City State Bank | 0.00% | No change | 62 | $6K |
| Avion Wealth | 0.00% | No change | 63 | $6K |
| Archer Investment Corp | 0.00% | No change | 63 | $6K |
| Main Street Group, LTD | 0.00% | No change | 52 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 47 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 47 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 41 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 37 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 32 | $3K |
| First Manhattan Co. Llc. | 0.00% | No change | 31 | $3K |
| NFSG Corp | 0.00% | Reduce -77.0% | 31 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -86.5% | 29 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $3K |
| Legacy Bridge, LLC | 0.00% | New | 26 | $2K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -72.9% | 26 | $2K |
| City Holding Co. | 0.00% | No change | 25 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 25 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 21 | $2K |
| First United Bank & Trust | 0.00% | Reduce -33.3% | 20 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | New | 16 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 14 | $1K |
| Impact Partnership Wealth, LLC | 0.00% | New | 11 | $1K |
| Motco | 0.00% | Reduce -50.0% | 11 | $1K |
| Concord Wealth Partners | 0.00% | New | 11 | $1K |
| Covestor Ltd | 0.00% | Add +0.0% | 9 | $1K |
| First PREMIER Bank | 0.00% | No change | 14 | $1K |
| WR Wealth Planners, LLC | 0.00% | New | 9 | $857 |
| ICA Group Wealth Management, LLC | 0.00% | No change | 9 | $857 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 8 | $762 |
| AllSquare Wealth Management LLC | 0.00% | No change | 6 | $571 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 5 | $504 |
| Ancora Advisors LLC | 0.00% | No change | 5 | $476 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4 | $381 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 3 | $286 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.6% | 2 | $223 |
| DT Investment Partners, LLC | 0.00% | Reduce -100.0% | 1 | $96 |
| BNP Paribas | 0.00% | — | 1 | $95 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $95 |
"% of holder's portfolio" is JNK's weight in each manager's 13F, not the share of SS SPDR BB High Yield Bond the manager owns.