SS SPDR BB High Yield BondJNKETF
13F holders, Q2 2025 (June 30)548holders −4
65new positions
75sold out
4famous investors
$93.66avg. 13F price*
At the end of Q2 2025, 548 institutions reported holding SS SPDR BB High Yield Bond (JNK) in their 13F filings, down 4 from Q1 2025. 65 opened new positions and 75 sold out. The largest holders were State Street Corp. ($1.1B), Assetmark, Inc. ($492.8M) and Wells Fargo & Company ($479.0M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS SPDR BB High Yield Bond
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R622
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $393.4M |
| Exits | 75 | $416.3M |
All 13F filers, Q1 2025 → Q2 2025: 14,188,642 shares bought and 11,958,688 shares sold, net +2,229,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 548 holders
| State Street Corp. | 0.04% | Add +19.9% | 11,085,683 | $1.1B |
| Assetmark, Inc. | 1.16% | Add +6.5% | 5,066,020 | $492.8M |
| Wells Fargo & Company | 0.11% | Add +3.9% | 4,924,687 | $479.0M |
| Ocean Park Asset Management, LLC | 15.28% | No change | 4,519,615 | $430.7M |
| Clark Capital Management Group, Inc. | 2.31% | Reduce -37.2% | 3,422,870 | $332.9M |
| Japan Science & Technology Agency | 4.48% | No change | 2,900,000 | $282.1M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -5.7% | 2,746,273 | $266.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.17% | Reduce -41.9% | 2,162,905 | $209.5M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 1,831,937 | $178.2M |
| Morgan Stanley | 0.01% | Add +75.0% | 1,606,936 | $156.3M |
| Thrivent Financial for Lutherans | 0.29% | Reduce -15.5% | 1,306,864 | $127.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +29.5% | 1,291,903 | $125.7M |
| LPL Financial LLC | 0.04% | Add +15.7% | 1,288,926 | $125.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.69% | New | 1,221,000 | $118.8M |
| Man Group plc | 0.24% | Add +24.6% | 1,111,502 | $108.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -21.2% | 1,111,431 | $108.1M |
| Osaic Holdings, Inc. | 0.19% | Add +218.3% | 1,095,736 | $104.9M |
| BNP Paribas Financial Markets | 0.08% | Add +35.0% | 1,017,870 | $99.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.7% | 1,002,239 | $97.5M |
| United Capital Financial Advisors, LLC | 0.74% | Reduce -14.3% | 938,536 | $91.3M |
| Royal Bank of Canada | 0.02% | Add +105.6% | 845,627 | $82.3M |
| PNC Financial Services Group, Inc. | 0.05% | Add +29.3% | 842,321 | $81.9M |
| Bank of America Corp. | 0.01% | Reduce -5.3% | 781,398 | $76.0M |
| Renaissance Technologies | 0.09% | Add +1662.2% | 727,800 | $70.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 602,009 | $58.6M |
| Toews Corp. | 7.52% | New | 531,500 | $51.7M |
| Counterpoint Mutual Funds LLC | 4.07% | Add +27.8% | 472,367 | $45.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.40% | Reduce -20.8% | 454,302 | $44.2M |
| BLB&B Advisors, LLC | 1.91% | Add +2.6% | 420,848 | $40.9M |
| UBS Group AG | 0.01% | Reduce -4.5% | 399,766 | $38.9M |
| Aristotle Pacific Capital, LLC | 18.64% | Reduce -25.4% | 399,502 | $38.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +3.6% | 384,656 | $37.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.11% | No change | 384,025 | $37.4M |
| Quadrature Capital Ltd | 0.62% | New | 372,848 | $36.3M |
| Nan Shan Life Insurance Co., Ltd. | 0.73% | No change | 337,566 | $32.8M |
| Capitolis Liquid Global Markets LLC | 0.24% | New | 335,900 | $32.7M |
| Cetera Investment Advisers | 0.05% | Reduce -3.4% | 300,667 | $29.2M |
| HSBC Holdings PLC | 0.02% | Reduce -3.2% | 296,837 | $28.9M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +37.2% | 286,860 | $27.9M |
| Millennium Management | 0.02% | Add +515.2% | 255,459 | $24.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -21.8% | 254,166 | $24.7M |
| Howard Capital Management, LLC | 0.36% | New | 248,368 | $24.2M |
| Checchi Capital Advisers, LLC | 1.65% | Add +1.0% | 243,634 | $23.7M |
| Allianz Asset Management GmbH | 0.03% | New | 225,800 | $22.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +961.9% | 223,000 | $21.7M |
| American Century Companies Inc. | 0.01% | No change | 218,550 | $21.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.78% | Add +4.4% | 206,451 | $20.1M |
| Nuveen, LLC | 0.01% | No change | 195,572 | $19.0M |
| Chandler Asset Management, Inc. | 3.31% | Add +0.4% | 191,536 | $18.6M |
| MML Investors Services, LLC | 0.05% | Add +5.5% | 187,232 | $18.2M |
| NewSquare Capital LLC | 1.32% | Add +2.8% | 183,457 | $17.7M |
| Potomac Fund Management Inc. | 0.97% | New | 174,648 | $17.0M |
| Equitable Holdings, Inc. | 0.12% | Add +11.0% | 152,581 | $14.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.17% | Reduce -70.1% | 145,568 | $14.2M |
| Exchange Traded Concepts, LLC | 0.17% | New | 140,579 | $13.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -38.2% | 139,990 | $13.6M |
| Crabel Capital Management, LLC | 8.31% | Add +211.3% | 139,561 | $13.6M |
| Guggenheim Capital LLC | 0.11% | Add +2.4% | 138,508 | $13.5M |
| Park Avenue Securities LLC | 0.11% | Add +9.4% | 126,737 | $12.3M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -23.2% | 121,322 | $11.8M |
| Hibernia Wealth Partners, LLC | 4.26% | Add +99.5% | 120,061 | $11.7M |
| Idaho Trust Co | 4.13% | Reduce -3.3% | 118,776 | $11.6M |
| Symmetry Partners, LLC | 1.38% | Add +19.2% | 115,678 | $11.3M |
| Capstone Investment Advisors, LLC | 0.12% | Add +22.9% | 114,801 | $11.2M |
| Jessup Wealth Management, Inc | 4.33% | Reduce -3.5% | 110,980 | $10.8M |
| CNO Financial Group, Inc. | 6.34% | New | 105,500 | $10.3M |
| Barclays PLC | 0.00% | Reduce -15.8% | 101,500 | $9.9M |
| Shilanski & Associates, Inc. | 2.80% | Add +2.8% | 100,853 | $9.8M |
| Meeder Asset Management Inc. | 0.59% | New | 99,238 | $9.7M |
| Schroder Investment Management Group | 0.01% | Reduce -75.9% | 98,370 | $9.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +24.1% | 98,000 | $9.5M |
| Apella Capital, LLC | 0.25% | Reduce -15.1% | 95,223 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -18.6% | 93,664 | $9.1M |
| Somnio Financial Group, LLC | 6.37% | — | 91,574 | $8.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +52.0% | 91,433 | $8.9M |
| Prudential Financial Inc. | 0.01% | New | 87,780 | $8.5M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -62.4% | 87,231 | $8.5M |
| Altura Wealth Advisors Inc. | 4.60% | Reduce -12.2% | 84,490 | $8.2M |
| Prospera Financial Services Inc | 0.15% | Add +5.2% | 84,399 | $8.2M |
| Rovin Capital /Ut/ | 2.26% | Add +2465.8% | 76,692 | $7.5M |
| Benjamin Edwards Inc. | 0.09% | Reduce -0.9% | 74,465 | $7.2M |
| NewEdge Advisors, LLC | 0.04% | Add +27.5% | 71,831 | $7.0M |
| Northern Trust Corp. | 0.00% | Reduce -62.6% | 68,291 | $6.6M |
| Strategic Investment Management, LLC | 3.56% | Reduce -62.6% | 68,280 | $6.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -13.9% | 65,000 | $6.3M |
| Quotient Wealth Partners, LLC | 0.19% | Add +2.0% | 64,692 | $6.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -17.8% | 63,475 | $6.2M |
| Ieq Capital, LLC | 0.04% | Add +1.1% | 62,963 | $6.1M |
| IFG Advisory, LLC | 0.30% | Add +3.1% | 62,392 | $6.1M |
| Dynasty Wealth Management, LLC | 0.10% | Reduce -4.4% | 61,894 | $6.0M |
| Sound Income Strategies, LLC | 0.34% | Reduce -32.5% | 60,789 | $5.9M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -1.1% | 60,344 | $5.9M |
| Hilltop Holdings Inc. | 0.37% | Add +113.4% | 59,422 | $5.8M |
| Jefferies Financial Group Inc. | 0.10% | Add +0.9% | 58,513 | $5.7M |
| Bank of Montreal | 0.00% | Add +4.2% | 57,775 | $5.6M |
| CoreCap Advisors, LLC | 0.22% | Reduce -2.5% | 57,102 | $5.6M |
| Citigroup Inc. | 0.00% | Add +34.0% | 56,665 | $5.5M |
| Csenge Advisory Group | 0.29% | Add +295.7% | 56,768 | $5.4M |
| Focus Partners Wealth | 0.01% | Reduce -3.6% | 55,733 | $5.4M |
| Principal Securities, Inc. | 0.10% | Reduce -3.2% | 55,713 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.6% | 53,688 | $5.2M |
| Principal Financial Group Inc. | 0.00% | Add +0.8% | 53,361 | $5.2M |
| First Citizens Bank & Trust Co. | 0.09% | Add +33.2% | 51,552 | $5.0M |
| Truist Financial Corp. | 0.01% | Reduce -30.8% | 50,632 | $4.9M |
| Old Mission Capital LLC | 0.13% | New | 49,188 | $4.8M |
| Precision Wealth Strategies, LLC | 1.55% | New | 49,159 | $4.8M |
| Windsor Capital Management, LLC | 1.38% | Reduce -3.0% | 48,681 | $4.7M |
| Farther Finance Advisors, LLC | 0.09% | Add +26.4% | 48,062 | $4.7M |
| Sovereign Investment Advisors, LLC | 1.26% | Add +8.7% | 47,190 | $4.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -23.0% | 46,873 | $4.6M |
| KFA Private Wealth Group, LLC | 1.39% | Reduce -21.8% | 45,990 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -1.8% | 45,466 | $4.4M |
| Summit Financial, LLC | 0.10% | Add +3.7% | 45,438 | $4.4M |
| Advisors Preferred, LLC | 0.72% | Reduce -49.3% | 45,323 | $4.4M |
| RFG Advisory, LLC | 0.10% | Reduce -73.2% | 44,605 | $4.3M |
| Axxcess Wealth Management, LLC | 0.10% | New | 42,227 | $4.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -12.1% | 42,087 | $4.1M |
| Bain Capital Credit, LP | 1.48% | New | 42,021 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -58.4% | 41,878 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +0.2% | 41,630 | $4.0M |
| Comerica Bank | 0.02% | Reduce -2.5% | 40,431 | $3.9M |
| Victory Capital Management Inc. | 0.00% | No change | 40,315 | $3.9M |
| Aspire Private Capital, LLC | 0.88% | Add +156.2% | 38,880 | $3.8M |
| Angel Oak Capital Advisors, LLC | 5.33% | New | 38,800 | $3.8M |
| Regal Investment Advisors LLC | 0.28% | Add +1.4% | 38,573 | $3.8M |
| Canal Capital Management, LLC | 0.58% | Add +12.2% | 38,029 | $3.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -20.2% | 37,973 | $3.7M |
| Mariner, LLC | 0.01% | Reduce -4.4% | 37,307 | $3.6M |
| Austin Private Wealth, LLC | 0.28% | Add +293.3% | 36,658 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -24.9% | 35,678 | $3.5M |
| Edgestream Partners, L.P. | 0.10% | Add +125.1% | 35,494 | $3.5M |
| Anfield Capital Management, LLC | 1.14% | Reduce -0.5% | 35,408 | $3.4M |
| Fullcircle Wealth LLC | 1.25% | New | 34,646 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Add +4.2% | 33,541 | $3.3M |
| Brookstone Capital Management | 0.04% | Add +4.9% | 32,663 | $3.2M |
| Capital Asset Advisory Services LLC | 0.14% | New | 31,901 | $3.1M |
| UNIVEST FINANCIAL Corp | 0.18% | Add +8.2% | 31,661 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -29.0% | 30,939 | $3.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -83.2% | 30,840 | $3.0M |
| Insight Wealth Strategies, LLC | 0.37% | Reduce -5.9% | 30,344 | $2.9M |
| BlueSky Wealth Advisors, LLC | 0.42% | Add +1.6% | 30,075 | $2.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -22.6% | 29,634 | $2.9M |
| Nilsine Partners, LLC | 0.29% | Add +3.8% | 29,446 | $2.9M |
| Landmark Wealth Management, Inc. | 1.21% | Add +228.5% | 29,045 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -66.5% | 28,802 | $2.8M |
| Manning & Napier Advisors LLC | 0.03% | Add +1.3% | 28,742 | $2.8M |
| Modera Wealth Management, LLC | 0.03% | Add +2.7% | 28,503 | $2.8M |
| Blue Fin Capital, Inc. | 0.46% | Reduce -1.9% | 27,719 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | No change | 27,626 | $2.7M |
| Harbour Trust & Investment Management Co | 0.28% | Add +5.0% | 26,310 | $2.6M |
| Gibbs Wealth Management | 0.49% | Reduce -9.5% | 26,013 | $2.5M |
| Talon Private Wealth, LLC | 0.32% | Add +23.7% | 24,252 | $2.4M |
| Ti-Trust, Inc. | 1.56% | Add +3.1% | 23,996 | $2.3M |
| World Investment Advisors | 0.05% | Reduce -53.1% | 23,438 | $2.3M |
| Red Wave Investments LLC | 0.73% | Reduce -2.0% | 22,927 | $2.2M |
| Thrive Capital Management, LLC | 0.69% | New | 22,799 | $2.2M |
| Cary Street Partners Financial LLC | 0.06% | Add +6.2% | 22,660 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | No change | 22,196 | $2.2M |
| CreativeOne Wealth, LLC | 0.06% | Add +59.4% | 22,038 | $2.1M |
| TFB Advisors LLC | 0.56% | Add +10.3% | 21,972 | $2.1M |
| Phillips Financial Management, LLC | 0.15% | Reduce -2.4% | 21,762 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -27.0% | 21,448 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.8% | 21,315 | $2.1M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -1.1% | 21,255 | $2.1M |
| Balefire, LLC | 0.45% | New | 21,162 | $2.1M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -87.9% | 20,839 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Add +30.9% | 20,796 | $2.0M |
| Raleigh Capital Management Inc. | 0.84% | Add +157.8% | 20,569 | $2.0M |
| &partners | 0.02% | Add +13.4% | 20,977 | $2.0M |
| Banco Santander, S.A. | 0.02% | Reduce -12.1% | 20,285 | $2.0M |
| Global Retirement Partners, LLC | 0.05% | — | 19,966 | $1.9M |
| Signal Advisors Wealth, LLC | 0.15% | Reduce -42.1% | 19,921 | $1.9M |
| Stephenson & Company, Inc. | 1.16% | Add +2.5% | 19,627 | $1.9M |
| US Bancorp \de | 0.00% | Add +15.1% | 19,410 | $1.9M |
| Virtus Fixed Income Advisers, LLC | 1.90% | — | 19,307 | $1.9M |
| Sowell Financial Services LLC | 0.08% | Add +7.2% | 19,233 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.0% | 19,128 | $1.9M |
| Stephens Inc. | 0.03% | Add +6.3% | 19,113 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +3.7% | 19,093 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -4.6% | 19,080 | $1.9M |
| AXS Investments LLC | 0.75% | New | 18,888 | $1.8M |
| Mount Lucas Management LP | 0.87% | Reduce -0.3% | 18,765 | $1.8M |
| Rialto Wealth Management, LLC | 0.50% | Add +11.8% | 18,387 | $1.8M |
| Rossby Financial, LCC | 0.64% | Add +2318.7% | 17,511 | $1.7M |
| Tidal Investments LLC | 0.01% | Add +21.9% | 17,389 | $1.7M |
| Personal Cfo Solutions, LLC | 0.31% | Reduce -2.5% | 17,030 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -32.8% | 16,977 | $1.7M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -11.0% | 16,968 | $1.7M |
| Caldwell Trust Co | 0.16% | Reduce -2.8% | 16,733 | $1.6M |
| Betterment LLC | 0.00% | Reduce -28.8% | 16,200 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -68.2% | 16,098 | $1.6M |
| Florin Court Capital LLP | 1.55% | Add +4.0% | 15,600 | $1.5M |
| Sincerus Advisory, LLC | 1.40% | Add +3.1% | 15,329 | $1.5M |
| New England Asset Management Inc. | 0.24% | Reduce -55.2% | 15,256 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +18.0% | 15,107 | $1.5M |
| Navigation Wealth Management, Inc. | 2.16% | Add +5.8% | 15,074 | $1.5M |
| Cordatus Wealth Management LLC | 0.35% | Add +22.7% | 14,823 | $1.4M |
| Virtue Capital Management, LLC | 0.26% | Reduce -16.0% | 14,578 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -68.5% | 14,575 | $1.4M |
| Ascent Group, LLC | 0.05% | Add +19.7% | 14,322 | $1.4M |
| Quantum Portfolio Management LLC | 0.66% | Add +13.2% | 14,265 | $1.4M |
| SageView Advisory Group, LLC | 0.05% | Add +1.7% | 14,026 | $1.4M |
| Nwam LLC | 0.08% | New | 13,819 | $1.3M |
| Prentice Wealth Management LLC | 0.34% | New | 13,473 | $1.3M |
| Gotham Asset Management | 0.01% | Reduce -12.5% | 13,212 | $1.3M |
| DecisionMap Wealth Management, LLC | 0.87% | Reduce -1.4% | 13,006 | $1.3M |
| Global View Capital Management LLC | 0.40% | Reduce -6.8% | 12,937 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.20% | No change | 12,933 | $1.3M |
| Two Sigma Securities, LLC | 0.15% | New | 12,809 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +23.5% | 12,715 | $1.2M |
| Calamos Advisors LLC | 0.01% | No change | 12,665 | $1.2M |
| Lorne Steinberg Wealth Management Inc. | 0.32% | Reduce -0.9% | 12,510 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +34.8% | 12,495 | $1.2M |
| Park Square Financial Group, LLC | 0.87% | Reduce -30.4% | 12,340 | $1.2M |
| Whittier Trust Co. | 0.01% | Reduce -7.6% | 12,276 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | Add +2.5% | 12,268 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.15% | Reduce -3.1% | 12,081 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +2.1% | 12,061 | $1.2M |
| Prudent Man Advisors, LLC | 0.37% | Reduce -0.1% | 11,988 | $1.2M |
| Diversify Wealth Management, LLC | 0.07% | Reduce -26.2% | 11,807 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -14.6% | 11,716 | $1.1M |
| Garner Asset Management Corp | 0.53% | Add +81.1% | 11,630 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.55% | Add +7.8% | 11,533 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +1.1% | 11,495 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Add +1.2% | 11,438 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | New | 11,332 | $1.1M |
| Keystone Wealth Services, LLC | 0.27% | Add +210.5% | 11,312 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +177.5% | 11,101 | $1.1M |
| Capital CS Group, LLC | 1.75% | Reduce -7.7% | 10,939 | $1.1M |
| Simplicity Wealth,LLC | 0.04% | Reduce -45.5% | 10,929 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.9% | 10,715 | $1.0M |
| Richard W. Paul & Associates, LLC | 0.37% | Add +100.5% | 10,623 | $1.0M |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -18.2% | 10,561 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.7% | 10,303 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.1% | 10,126 | $981K |
| Tactive Advisors, LLC | 0.31% | — | 9,992 | $972K |
| Scotia Capital Inc. | 0.00% | Add +3.0% | 9,916 | $965K |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.3% | 9,839 | $957K |
| Washington Trust Bank | 0.08% | Add +6.7% | 9,661 | $940K |
| Pinnacle Financial Group, LLC / IL | 0.31% | No change | 9,633 | $937K |
| AE Wealth Management LLC | 0.01% | Add +132.4% | 9,612 | $935K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.6% | 9,559 | $930K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -0.9% | 9,525 | $927K |
| Ehrlich Financial Group | 0.60% | Reduce -2.0% | 9,484 | $923K |
| Transamerica Financial Advisors, LLC | 0.08% | Reduce -1.0% | 9,000 | $875K |
| SGL Investment Advisors, Inc. | 0.42% | Add +14.3% | 9,007 | $868K |
| National Bank of Canada | 0.00% | New | 8,871 | $863K |
| Covenant Partners, LLC | 0.26% | Reduce -3.2% | 8,859 | $862K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -54.8% | 8,847 | $861K |
| First American Trust, FSB | 0.07% | Reduce -13.2% | 8,840 | $860K |
| Pathstone Holdings, LLC | 0.00% | Reduce -74.8% | 8,756 | $852K |
| Freedom Financial Partners LLC | 0.36% | Add +4.8% | 8,740 | $850K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.15% | No change | 8,700 | $846K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,621 | $839K |
| Private Client Services, LLC | 0.33% | Add +66.2% | 8,612 | $838K |
| State of Tennessee, Department of Treasury | 0.00% | New | 8,524 | $829K |
| Berkshire Money Management, Inc. | 0.09% | New | 8,460 | $823K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -0.7% | 8,116 | $789K |
| Visionary Wealth Advisors | 0.04% | Reduce -77.7% | 8,002 | $778K |
| Catalyst Financial Partners LLC | 0.08% | Add +47.2% | 7,844 | $763K |
| TD Private Client Wealth LLC | 0.02% | Add +47.3% | 7,745 | $753K |
| Professional Financial Advisors, LLC | 0.17% | New | 7,709 | $750K |
| Novus Advisors, LLC | 1.14% | Add +158.5% | 7,680 | $747K |
| GeoWealth Management, LLC | 0.03% | Add +57.5% | 7,636 | $743K |
| Coppell Advisory Solutions LLC | 0.09% | Reduce -5.8% | 7,508 | $728K |
| IFP Advisors, Inc | 0.02% | Reduce -32.8% | 7,452 | $725K |
| Strategic Investment Advisors / MI | 0.07% | Add +10.1% | 7,451 | $725K |
| Hillcrest Wealth Advisors - NY, LLC | 0.33% | Reduce -7.0% | 7,298 | $710K |
| Lodestar Private Asset Management LLC | 0.08% | Add +1.2% | 7,257 | $706K |
| Uptown Financial Advisors LLC | 0.65% | Reduce -9.0% | 7,138 | $694K |
| Probity Advisors, Inc. | 0.12% | Reduce -2.0% | 7,014 | $682K |
| Richardson Financial Services Inc. | 0.45% | Add +63.4% | 6,939 | $671K |
| Advisory Alpha, LLC | 0.02% | No change | 6,815 | $663K |
| Noesis Capital Mangement Corp. | 0.11% | Reduce -3.3% | 6,770 | $659K |
| Integrated Capital Management, LLC | 0.31% | Reduce -1.4% | 6,671 | $646K |
| Westside Investment Management, Inc. | 0.12% | Add +1.6% | 6,500 | $632K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 6,481 | $630K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.9% | 6,446 | $627K |
| Townsquare Capital LLC | 0.06% | Reduce -96.5% | 6,434 | $626K |
| Vista Investment Partners Ii, LLC | 0.30% | Reduce -6.4% | 6,292 | $612K |
| Medallion Wealth Advisors, LLC | 0.23% | Reduce -0.5% | 6,214 | $604K |
| Inscription Capital, LLC | 0.09% | Reduce -13.5% | 6,204 | $603K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.58% | Add +0.0% | 6,117 | $595K |
| Consolidated Portfolio Review Corp | 0.08% | New | 6,084 | $592K |
| Lockerman Financial Group, Inc. | 0.80% | Add +131.8% | 6,081 | $591K |
| Sharper & Granite LLC | 0.22% | Reduce -3.1% | 6,066 | $587K |
| AlTi Global, Inc. | 0.01% | Add +172.3% | 6,046 | $586K |
| CW Advisors, LLC | 0.01% | Add +7.6% | 5,928 | $577K |
| Blue Barn Wealth, LLC | 0.27% | Reduce -1.0% | 5,910 | $575K |
| Novak & Powell Financial Services, Inc. | 0.39% | Add +1.7% | 5,824 | $566K |
| Wealthgarden F.S. LLC | 0.46% | Add +2.3% | 5,675 | $550K |
| Keybank National Association | 0.00% | No change | 5,569 | $542K |
| Foundations Investment Advisors, LLC | 0.01% | Add +115.8% | 5,567 | $541K |
| Scott Marsh Financial, LLC | 0.20% | — | 5,543 | $539K |
| Integrity Alliance, Llc. | 0.03% | Reduce -1.6% | 5,542 | $539K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -30.6% | 5,456 | $531K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -16.2% | 5,422 | $527K |
| Crescent Grove Advisors, LLC | 0.05% | Add +26.0% | 5,308 | $516K |
| Adams Wealth Management | 0.10% | Reduce -0.7% | 5,305 | $516K |
| CacheTech Inc. | 0.10% | Reduce -0.7% | 5,305 | $516K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.6% | 5,231 | $509K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.3% | 5,177 | $504K |
| Centennial Wealth Advisory LLC | 0.16% | Add +120.7% | 5,156 | $502K |
| United Advisor Group, LLC | 0.09% | Add +6.2% | 5,094 | $495K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 5,002 | $487K |
| Global Endowment Management, LP | 0.06% | Reduce -66.9% | 5,000 | $486K |
| PAX Financial Group, LLC | 0.09% | Reduce -9.0% | 4,992 | $486K |
| Coldstream Capital Management Inc. | 0.01% | No change | 4,927 | $479K |
| Yoffe Investment Management, LLC | 0.65% | Add +0.0% | 4,905 | $477K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -37.2% | 4,894 | $476K |
| Wealth Advisory Solutions, LLC | 0.12% | Add +7.7% | 4,857 | $472K |
| First Citizens Asset Management, Inc. | 0.17% | Add +0.1% | 4,804 | $467K |
| Woodward Diversified Capital, LLC | 0.24% | Reduce -11.3% | 4,785 | $465K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -3.9% | 4,738 | $461K |
| Jones Financial Companies LLLP | 0.00% | Add +44.4% | 4,747 | $460K |
| Heritage Trust Co | 0.05% | No change | 4,690 | $456K |
| Commerce Bank | 0.00% | Reduce -22.0% | 4,684 | $456K |
| Global Assets Advisory, LLC | 0.18% | Add +1.2% | 4,700 | $454K |
| Independent Financial Group, LLC | 0.01% | Add +9.1% | 4,644 | $452K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -38.3% | 4,636 | $451K |
| Omnitrust Wealth Management, Inc | 0.53% | — | 4,678 | $451K |
| PFG Investments, LLC | 0.03% | Reduce -0.1% | 4,629 | $450K |
| Financial Network Wealth Advisors LLC | 0.55% | Add +2.9% | 4,621 | $449K |
| Apollon Financial, LLC | 0.09% | Reduce -51.6% | 4,471 | $435K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 4,450 | $433K |
| Creative Planning | 0.00% | Add +16.6% | 4,408 | $429K |
| Balboa Wealth Partners | 0.09% | Add +70.8% | 4,406 | $429K |
| Auour Investments LLC | 0.15% | Reduce -8.0% | 4,373 | $425K |
| Single Point Partners, LLC | 0.09% | Reduce -19.3% | 4,370 | $425K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -20.9% | 4,207 | $409K |
| Hancock Whitney Corp. | 0.01% | Reduce -4.1% | 4,187 | $407K |
| Peak Financial Management, Inc. | 0.12% | Reduce -7.0% | 4,177 | $406K |
| International Private Wealth Advisors LLC | 0.35% | New | 4,176 | $406K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -1.9% | 4,146 | $403K |
| Old National Bancorp | 0.01% | No change | 4,097 | $399K |
| Continental Investors Services, Inc. | 0.72% | Add +17.0% | 4,090 | $398K |
| Outlook Wealth Advisors, LLC | 0.10% | New | 4,045 | $393K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,036 | $393K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,030 | $392K |
| Midwest Trust Co | 0.01% | — | 4,030 | $392K |
| Private Wealth Group, LLC | 0.21% | Add +0.4% | 4,004 | $389K |
| Fortis Capital Management LLC | 0.06% | New | 3,984 | $388K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,949 | $384K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,942 | $383K |
| Daymark Wealth Partners, LLC | 0.01% | Add +19.1% | 3,928 | $382K |
| Larson Financial Group LLC | 0.02% | Reduce -88.6% | 3,902 | $380K |
| Edge Financial Advisors LLC | 0.20% | Reduce -20.9% | 3,896 | $377K |
| Smartleaf Asset Management LLC | 0.03% | Add +4.8% | 3,845 | $373K |
| Wilson & Boucher Capital Management, LLC | 0.26% | No change | 3,800 | $370K |
| Group One Trading LLC | 0.01% | New | 3,795 | $369K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.1% | 3,783 | $368K |
| Private Trust Co. NA | 0.04% | Reduce -28.0% | 3,777 | $367K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.0% | 3,738 | $364K |
| Argent Trust Co | 0.01% | Reduce -1.5% | 3,707 | $361K |
| Alterna Wealth Management, Inc. | 0.28% | New | 3,600 | $350K |
| Synovus Financial Corp. | 0.00% | Reduce -14.8% | 3,543 | $345K |
| Tennessee Valley Asset Management Partners | 0.09% | Reduce -2.2% | 3,531 | $343K |
| Corient Private Wealth LP | 0.00% | Reduce -1.6% | 3,517 | $342K |
| Post Resch Tallon Group Inc. | 0.33% | Add +0.1% | 3,474 | $338K |
| Iams Wealth Management, LLC | 0.15% | New | 3,451 | $336K |
| GWN Securities Inc. | 0.06% | Reduce -73.0% | 3,426 | $334K |
| Founders Financial Securities LLC | 0.03% | Reduce -0.7% | 3,400 | $331K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 3,352 | $326K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.1% | 3,313 | $322K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -4.3% | 3,298 | $321K |
| Sterling Investment Counsel, LLC | 0.19% | Reduce -19.8% | 3,281 | $319K |
| Global Trust Asset Management, LLC | 0.17% | Reduce -26.1% | 3,258 | $317K |
| McLean Asset Management Corp | 0.08% | No change | 3,245 | $314K |
| 4Thought Financial Group Inc. | 0.17% | Reduce -3.3% | 3,211 | $312K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -71.4% | 3,186 | $310K |
| Security National Bank of Sioux City Iowa | 0.21% | Reduce -5.5% | 3,130 | $304K |
| Harvest Investment Services, LLC | 0.07% | Add +31.5% | 3,120 | $304K |
| Logan Stone Capital, LLC | 0.14% | Reduce -98.0% | 3,106 | $302K |
| TOWER TRUST & INVESTMENT Co | 0.21% | Add +7.2% | 3,104 | $302K |
| Focus Financial Network, Inc. | 0.01% | Add +1.4% | 3,089 | $300K |
| CX Institutional | 0.01% | No change | 3,078 | $299K |
| Capital Analysts, LLC | 0.01% | Reduce -3.0% | 3,013 | $293K |
| Invesco Ltd. | 0.00% | No change | 3,000 | $292K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.9% | 2,964 | $288K |
| Intergy Private Wealth, LLC | 0.10% | Add +16.8% | 2,950 | $287K |
| October Effect Ltd | 0.35% | — | 2,944 | $286K |
| Victory Financial Group, LLC | 0.04% | Add +34.6% | 2,889 | $281K |
| Hoxton Planning & Management, LLC | 0.10% | Add +0.4% | 2,875 | $280K |
| Broadview Financial Management, LLC | 0.19% | Add +1.1% | 2,854 | $278K |
| Johnson Financial Group, Inc. | 0.01% | Add +148.5% | 2,833 | $276K |
| PFG Advisors | 0.01% | New | 2,806 | $273K |
| Advisory Services Network, LLC | 0.00% | Reduce -63.9% | 2,799 | $271K |
| Citizens Financial Group Inc. | 0.00% | No change | 2,765 | $269K |
| Center For Asset Management LLC | 0.17% | New | 2,805 | $268K |
| Western Wealth Management, LLC | 0.02% | Add +7.6% | 2,752 | $268K |
| Axis Wealth Partners, LLC | 0.17% | Reduce -4.9% | 2,706 | $263K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.3% | 2,686 | $261K |
| Infrastructure Capital Advisors, LLC | 0.04% | New | 2,650 | $256K |
| Cypress Financial Planning LLC | 0.08% | Reduce -16.2% | 2,621 | $255K |
| Bridgewater Advisors Inc. | 0.02% | No change | 2,613 | $254K |
| Bridgewater Associates | 0.00% | No change | 2,598 | $253K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -8.7% | 2,563 | $249K |
| MPS Loria Financial Planners, LLC | 0.07% | Add +3.3% | 2,547 | $248K |
| Parallel Advisors, LLC | 0.00% | Add +34.6% | 2,536 | $247K |
| Sunbelt Securities, Inc. | 0.02% | Add +2.5% | 2,582 | $247K |
| Capstone Wealth Management Group LLC | 0.18% | New | 2,500 | $243K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,500 | $243K |
| King Wealth Management Group | 0.03% | Reduce -5.6% | 2,501 | $243K |
| Copperwynd Financial, LLC | 0.06% | New | 2,488 | $242K |
| Ofc Financial Planning, LLC | 0.26% | Reduce -5.2% | 2,478 | $241K |
| Investments & Financial Planning, LLC | 0.14% | Reduce -3.5% | 2,456 | $239K |
| Roman Butler Fullerton & Co. | 0.07% | Reduce -32.9% | 2,439 | $237K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,404 | $234K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 2,401 | $234K |
| Rockingstone Advisors LLC | 0.12% | New | 2,389 | $232K |
| Proathlete Wealth Management LLC | 0.07% | No change | 2,371 | $231K |
| Keystone Financial Group | 0.02% | Add +0.9% | 2,353 | $229K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -13.9% | 2,322 | $226K |
| Beacon Financial Group | 0.02% | No change | 2,270 | $221K |
| Cwm, LLC | 0.00% | Add +2.5% | 2,255 | $219K |
| Strategic Blueprint, LLC | 0.01% | New | 2,209 | $215K |
| Madden Advisory Services, Inc. | 0.09% | Reduce -12.8% | 2,201 | $214K |
| Sovran Advisors, LLC | 0.02% | No change | 2,218 | $214K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Reduce -2.6% | 2,191 | $213K |
| Empirical Asset Management, LLC | 0.07% | New | 2,189 | $213K |
| First Horizon Advisors, Inc. | 0.01% | Add +122.7% | 2,129 | $207K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 2,128 | $207K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +33.0% | 2,120 | $206K |
| Afg Fiduciary Services Limited Partnership | 0.13% | New | 2,124 | $205K |
| Accurate Wealth Management, LLC | 0.03% | New | 2,113 | $204K |
| Conservest Capital Advisors, Inc. | 0.02% | New | 2,087 | $203K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 2,084 | $203K |
| Petix & Botte Co | 0.05% | New | 2,080 | $202K |
| Lanark Financial, Inc. | 0.02% | Add +21.4% | 1,969 | $191K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.6% | 1,900 | $185K |
| WealthTrak Capital Management LLC | 0.15% | Add +1.9% | 1,874 | $182K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.0% | 1,741 | $168K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 1,636 | $159K |
| Sachetta, LLC | 0.06% | Reduce -0.5% | 1,560 | $152K |
| Boyd Watterson Asset Management LLC | 0.05% | No change | 1,541 | $150K |
| Redmont Wealth Advisors LLC | 0.21% | No change | 1,497 | $146K |
| Simplex Trading, LLC | 0.00% | Add +671.3% | 1,450 | $141K |
| Allworth Financial LP | 0.00% | Reduce -31.1% | 1,407 | $137K |
| Clearstead Advisors, LLC | 0.00% | Reduce -38.9% | 1,269 | $123K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -0.9% | 1,236 | $120K |
| Blair William & Co. | 0.00% | Add +250.8% | 1,154 | $112K |
| Palouse Capital Management, Inc. | 0.07% | Add +54.2% | 1,124 | $109K |
| Franklin Resources Inc. | 0.00% | Add +13.3% | 1,059 | $103K |
| Parkside Financial Bank & Trust | 0.01% | Add +9.1% | 1,054 | $103K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,000 | $97K |
| Tucker Asset Management LLC | 0.03% | Reduce -81.0% | 977 | $95K |
| Arax Advisory Partners | 0.00% | Add +69.7% | 976 | $95K |
| Activest Wealth Management | 0.02% | No change | 955 | $93K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +45.3% | 947 | $92K |
| EPG Wealth Management LLC | 0.03% | No change | 920 | $89K |
| Joseph Group Capital Management | 0.03% | Add +5.9% | 902 | $88K |
| FMR LLC | 0.00% | Add +68.2% | 883 | $86K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.0% | 848 | $82K |
| Ameriflex Group, Inc. | 0.04% | Add +106.0% | 787 | $76K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 771 | $75K |
| Brooklyn Investment Group | 0.01% | No change | 768 | $75K |
| Bogart Wealth, LLC | 0.00% | No change | 760 | $74K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.9% | 758 | $74K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -10.8% | 754 | $73K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 710 | $69K |
| Missouri Trust & Investment Co | 0.02% | No change | 700 | $68K |
| Banque Cantonale Vaudoise | 0.00% | No change | 691 | $67K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 644 | $63K |
| Dogwood Wealth Management LLC | 0.03% | No change | 639 | $62K |
| Ameritas Advisory Services, LLC | 0.00% | New | 619 | $60K |
| Valley Wealth Managers, Inc. | 0.00% | New | 582 | $57K |
| Beacon Capital Management, LLC | 0.01% | New | 577 | $56K |
| Beacon Capital Management, Inc. | 0.00% | New | 532 | $52K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 529 | $51K |
| Hoey Investments, Inc. | 0.01% | Reduce -14.2% | 482 | $47K |
| Realta Investment Advisors | 0.02% | Reduce -23.6% | 470 | $46K |
| LGT Financial Advisors LLC | 0.11% | No change | 462 | $45K |
| AdvisorNet Financial, Inc | 0.00% | No change | 422 | $41K |
| Eastern Bank | 0.00% | Reduce -16.3% | 379 | $37K |
| Gallagher Fiduciary Advisors, LLC | 0.00% | Add +9700.8% | 2,657,493 | $36K |
| Olistico Wealth, LLC | 0.02% | No change | 372 | $36K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 360 | $35K |
| MAI Capital Management | 0.00% | Reduce -4.0% | 359 | $35K |
| Key Financial Inc | 0.01% | New | 352 | $34K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | No change | 340 | $33K |
| ESL Trust Services, LLC | 0.01% | No change | 328 | $32K |
| North Capital, Inc. | 0.03% | No change | 318 | $31K |
| Toth Financial Advisory Corp. | 0.00% | No change | 315 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 305 | $30K |
| Ballast Advisors LLC | 0.01% | No change | 290 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 254 | $25K |
| Signaturefd, LLC | 0.00% | New | 250 | $24K |
| Webster Bank, N. A. | 0.00% | No change | 223 | $22K |
| Gen-Wealth Partners Inc | 0.01% | Add +2.0% | 205 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +0.5% | 204 | $20K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $19K |
| GW&K Investment Management, LLC | 0.00% | No change | 200 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 192 | $19K |
| Front Row Advisors LLC | 0.01% | No change | 169 | $16K |
| Evolution Wealth Management Inc. | 0.02% | — | 167 | $16K |
| True Wealth Design, LLC | 0.01% | No change | 166 | $16K |
| Silver Oak Securities, Incorporated | 0.00% | Add +1.3% | 161 | $16K |
| St Germain D J Co. Inc. | 0.00% | Add +441.4% | 157 | $15K |
| Transce3nd, LLC | 0.01% | Add +83.1% | 152 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 143 | $14K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 140 | $14K |
| Founders Financial Alliance, LLC | 0.00% | New | 125 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 110 | $11K |
| REAP Financial Group, LLC | 0.00% | No change | 109 | $11K |
| Blue Trust, Inc. | 0.00% | New | 100 | $10K |
| Pacifica Partners Inc. | 0.00% | Reduce -42.9% | 100 | $10K |
| Friedenthal Financial | 0.01% | No change | 95 | $9K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +2.4% | 85 | $8K |
| Spire Wealth Management | 0.00% | No change | 79 | $8K |
| MCF Advisors LLC | 0.00% | No change | 78 | $8K |
| Family Legacy Financial Solutions, LLC | 0.01% | — | 75 | $7K |
| Bank of New Hampshire | 0.00% | No change | 66 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -77.9% | 58 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 57 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 49 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +2.6% | 39 | $4K |
| CVA Family Office, LLC | 0.00% | New | 35 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 33 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 32 | $3K |
| NFSG Corp | 0.00% | No change | 31 | $3K |
| Covestor Ltd | 0.00% | Add +1650.0% | 35 | $3K |
| Tsfg, LLC | 0.00% | No change | 31 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -88.3% | 29 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 26 | $3K |
| City Holding Co. | 0.00% | No change | 25 | $2K |
| Founders Capital Management | 0.00% | New | 23 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +1050.0% | 23 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 23 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 21 | $2K |
| Coston, McIsaac & Partners | 0.00% | New | 22 | $2K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -66.7% | 19 | $2K |
| Kessler Investment Group, LLC | 0.00% | No change | 17 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 15 | $1K |
| Regions Financial Corp. | 0.00% | New | 11 | $1K |
| Concord Wealth Partners | 0.00% | Add +11.1% | 10 | $935 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 9 | $827 |
| Asset Dedication, LLC | 0.00% | No change | 8 | $779 |
| AllSquare Wealth Management LLC | 0.00% | No change | 6 | $584 |
| Tortoise Investment Management, LLC | 0.00% | No change | 6 | $584 |
| Archer Investment Corp | 0.00% | No change | 6 | $584 |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -28.6% | 5 | $534 |
| Ancora Advisors LLC | 0.00% | No change | 5 | $486 |
| Financial Management Professionals, Inc. | 0.00% | New | 4 | $389 |
| Affinity Wealth LLC | 0.00% | New | 2 | $195 |
| Center for Financial Planning, Inc. | 0.00% | Reduce -99.4% | 1 | $98 |
| BNP Paribas | 0.00% | No change | 1 | $97 |
| Deutsche Bank AG | 0.00% | No change | 1 | $97 |
| Trust Co. of Vermont | 0.00% | No change | 1 | $97 |
"% 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.