SS SPDR BB High Yield BondJNKETF

13F holders, Q1 2026 (March 31)
546holders −14
56new positions
68sold out
4famous investors
$91.97avg. 13F price*

At the end of Q1 2026, 546 institutions reported holding SS SPDR BB High Yield Bond (JNK) in their 13F filings, down 14 from Q4 2025. 56 opened new positions and 68 sold out. The largest holders were State Street Corp. ($1.1B), Morgan Stanley ($598.4M) and Assetmark, Inc. ($562.4M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
SS SPDR BB High Yield Bond
Filed as
SPDR SERIES TRUST (Q1 2026)
CUSIP
78468R622
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 549Q1 2024Q2 2024: 536Q2 2024Q3 2024: 548Q3 2024Q4 2024: 571Q4 2024Q1 2025: 552Q1 2025Q2 2025: 548Q2 2025Q3 2025: 538Q3 2025Q4 2025: 560Q4 2025Q1 2026: 546Q1 2026Q2 2026: 558Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions56$281.8M
Exits68$350.5M

All 13F filers, Q4 2025 → Q1 2026: 17,093,518 shares bought and 10,934,131 shares sold, net +6,159,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 546 holders

State Street Corp. 0.04% Reduce -1.0% 11,074,520 $1.1B
Morgan Stanley 0.04% Add +584.6% 6,251,676 $598.4M
Assetmark, Inc. 1.15% Add +3.4% 5,875,122 $562.4M
Wells Fargo & Company 0.11% Add +4.9% 5,710,514 $546.6M
Clark Capital Management Group, Inc. 2.20% Add +8.4% 3,730,215 $357.1M
American Family Investments, Inc. 8.97% Add +70.7% 3,565,000 $341.2M
Japan Science & Technology Agency 5.77% No change 2,900,000 $277.6M
TD Asset Management Inc 0.17% Add +164.7% 2,180,482 $208.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +4.7% 2,162,115 $206.8M
Ocean Park Asset Management, LLC 10.54% No change 1,906,424 $182.5M
Envestnet Asset Management Inc. 0.05% Add +3.6% 1,821,437 $174.3M
Caisse de depot et placement du Quebec 0.23% New 1,471,100 $140.8M
LPL Financial LLC 0.04% Add +7.3% 1,465,378 $140.3M
Thrivent Financial for Lutherans 0.24% Add +0.2% 1,299,558 $124.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.69% No change 1,221,000 $116.9M
Ameriprise Financial Inc. 0.03% Add +17.5% 1,162,677 $111.3M
Bank of New York Mellon Corp 0.02% Reduce -4.5% 963,929 $92.3M
Goldman Sachs Group Inc. 0.01% Reduce -22.7% 897,810 $85.9M
Bank of America Corp. 0.01% Add +13.0% 845,991 $81.0M
BNP Paribas Financial Markets 0.05% Reduce -6.7% 808,140 $77.4M
PNC Financial Services Group, Inc. 0.04% Reduce -1.6% 648,005 $62.0M
BLB&B Advisors, LLC 2.31% Add +6.3% 584,549 $56.0M
Meeder Asset Management Inc. 2.83% New 516,867 $49.5M
UBS Group AG 0.01% Add +37.8% 452,228 $43.3M
Bank Julius Baer & Co. Ltd, Zurich 0.12% Reduce -0.3% 422,267 $40.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.32% Reduce -11.6% 410,443 $39.3M
Royal Bank of Canada 0.01% Add +19.6% 381,608 $36.5M
Susquehanna International Group, LLP 0.05% Add +2873.0% 372,660 $35.7M
Raymond James Financial Inc. 0.01% Add +29.7% 361,961 $34.6M
Cetera Investment Advisers 0.03% Reduce -3.1% 317,286 $30.4M
Checchi Capital Advisers, LLC 1.95% Add +5.6% 296,086 $28.3M
HSBC Holdings PLC 0.02% Reduce -6.9% 265,370 $25.4M
CNO Financial Group, Inc. 14.22% Add +24.5% 259,200 $24.8M
Howard Capital Management, LLC 0.40% Add +2.0% 258,568 $24.8M
Aristotle Pacific Capital, LLC 18.29% Reduce -59.1% 235,000 $22.5M
Osaic Holdings, Inc. 0.03% Add +33.1% 232,978 $22.3M
MML Investors Services, LLC 0.06% Add +1.7% 225,768 $21.6M
Envestnet Portfolio Solutions, Inc. 0.11% Reduce -19.4% 205,335 $19.7M
Exchange Traded Concepts, LLC 0.15% Add +8.8% 202,796 $19.4M
Merit Financial Group, LLC 0.14% Add +4289.6% 192,967 $18.5M
Berkshire Money Management, Inc. 1.69% Add +10.6% 172,651 $16.5M
Silverleafe Capital Partners, LLC 4.88% New 169,193 $16.2M
Aristeia Capital, L.L.C. 0.60% New 160,130 $15.3M
Counterpoint Mutual Funds LLC 2.30% Reduce -77.5% 160,061 $15.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -11.1% 160,000 $15.3M
Park Avenue Securities LLC 0.12% Add +12.6% 158,604 $15.2M
Man Group plc 0.03% Reduce -85.7% 156,090 $14.9M
Gsa Capital Partners LLP 0.82% New 137,140 $13.1M
Guggenheim Capital LLC 0.10% Reduce -1.2% 136,801 $13.1M
Jessup Wealth Management, Inc 4.71% Add +1.4% 134,783 $12.9M
Idaho Trust Co 4.15% Add +4.4% 133,442 $12.8M
Symmetry Partners, LLC 0.73% Add +5.0% 132,853 $12.7M
Hibernia Wealth Partners, LLC 3.76% Add +3.2% 132,824 $12.7M
Cambridge Investment Research Advisors, Inc. 0.03% Add +52.3% 131,586 $12.6M
NewSquare Capital LLC 1.06% Reduce -2.4% 127,591 $12.2M
Cwm, LLC 0.03% Add +4.1% 116,395 $11.1M
Prime Capital Investment Advisors, LLC 0.12% Reduce -1.0% 112,525 $10.8M
Altura Wealth Advisors Inc. 4.65% Add +2.0% 111,333 $10.7M
Allstate Corp. 0.11% No change 110,000 $10.5M
Somnio Financial Group, LLC 6.42% Add +3.6% 102,175 $9.8M
Millennium Management 0.01% Reduce -46.8% 96,773 $9.3M
Sona Asset Management (us) LLC 0.46% New 83,950 $8.0M
Principal Securities, Inc. 0.12% Add +18.4% 82,381 $7.9M
Nomura Asset Management Co. Ltd. 0.02% No change 81,433 $7.8M
Strategic Investment Management, LLC 3.19% No change 79,820 $7.6M
Hilltop Holdings Inc. 0.69% Add +24.5% 79,754 $7.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.7% 79,075 $7.6M
Allianz Asset Management GmbH 0.01% Reduce -54.8% 78,200 $7.5M
Prudential Financial Inc. 0.01% Add +11.9% 77,790 $7.4M
Commonwealth Equity Services, LLC 0.01% Reduce -54.9% 74,599 $7.1M
Gateway Wealth Partners, LLC 0.28% New 73,827 $7.1M
Baird Financial Group, Inc. 0.01% Add +3.7% 69,956 $6.7M
United Capital Financial Advisors, LLC 0.04% Reduce -87.3% 68,722 $6.6M
Apella Capital, LLC 0.10% Reduce -7.3% 67,350 $6.5M
Principal Financial Group Inc. 0.00% Add +0.8% 68,063 $6.5M
Schroder Investment Management Group 0.01% Reduce -6.3% 68,497 $6.5M
Up Capital Management, Inc. 7.24% Reduce -16.4% 67,387 $6.5M
Cerity Partners LLC 0.01% Add +287.5% 67,372 $6.4M
Prospera Financial Services Inc 0.10% Reduce -27.4% 65,612 $6.3M
Ameritas Advisory Services, LLC 0.24% Reduce -3.2% 65,601 $6.3M
Summit Financial, LLC 0.08% New 62,765 $6.0M
Mackenzie Financial Corp. 0.01% Reduce -15.9% 62,600 $6.0M
Equitable Holdings, Inc. 0.04% Reduce -25.7% 101,170 $6.0M
Kestra Advisory Services, LLC 0.02% Reduce -47.0% 62,332 $6.0M
Gotham Asset Management 0.02% Add +189.3% 62,217 $6.0M
Virtus Fixed Income Advisers, LLC 5.47% Add +202.8% 61,012 $5.8M
JPMorgan Chase & Co. 0.00% Reduce -47.2% 61,121 $5.8M
Bank of Montreal 0.00% Reduce -20.6% 60,395 $5.8M
Sound Income Strategies, LLC 0.27% Reduce -0.8% 58,771 $5.6M
Private Advisor Group, LLC 0.03% Add +1.0% 58,263 $5.6M
Integrated Wealth Concepts LLC 0.04% Add +33.3% 55,899 $5.4M
Franklin Resources Inc. 0.00% Add +1017.3% 55,029 $5.3M
BlackRock, Inc. 0.00% Reduce -96.9% 54,293 $5.2M
Financial Partners Group, Inc 0.59% Add +15.8% 51,506 $4.9M
Stifel Financial Corp. 0.00% Add +6.6% 50,956 $4.9M
First Trust Advisors LP 0.00% Add +2.1% 49,992 $4.8M
Sovereign Investment Advisors, LLC 1.00% Add +1.1% 49,567 $4.7M
Vontobel Holding Ltd. 0.02% Add +1.2% 48,853 $4.7M
Brindle & Bay Financial Advisors, LLC 2.84% Reduce -13.7% 48,308 $4.6M
National Bank of Canada 0.00% Add +247.7% 48,178 $4.6M
Focus Partners Wealth 0.01% Reduce -0.2% 47,847 $4.6M
Windsor Capital Management, LLC 1.29% Reduce -2.0% 45,211 $4.3M
NewEdge Advisors, LLC 0.02% Add +35.6% 44,980 $4.3M
Fifth Third Bancorp 0.01% Add +7024.3% 44,527 $4.3M
UNIVEST FINANCIAL Corp 0.24% Add +17.5% 44,363 $4.2M
HRT Financial LP 0.01% Reduce -66.4% 44,246 $4.2M
Brookstone Capital Management 0.05% Reduce -17.8% 44,144 $4.2M
Regal Investment Advisors LLC 0.24% Add +1.5% 42,582 $4.1M
Mercer Global Advisors Inc. 0.01% Add +253.4% 41,110 $3.9M
HighTower Advisors, LLC 0.00% Add +37.9% 40,671 $3.9M
Barclays PLC 0.00% Reduce -53.1% 40,600 $3.9M
D.A. Davidson & Co. 0.02% Add +7.0% 40,456 $3.9M
Modera Wealth Management, LLC 0.04% Add +13.2% 39,091 $3.7M
RFG Advisory, LLC 0.07% Reduce -6.5% 37,885 $3.6M
Csenge Advisory Group 0.16% Add +4.5% 37,413 $3.6M
Calamos Advisors LLC 0.02% Add +195.0% 37,365 $3.6M
Aspire Private Capital, LLC 0.77% Add +112.8% 35,735 $3.4M
Truist Financial Corp. 0.00% Reduce -3.7% 35,608 $3.4M
Global Endowment Management, LP 0.38% No change 35,550 $3.4M
World Investment Advisors 0.05% Add +7.7% 35,494 $3.4M
Nilsine Partners, LLC 0.27% Add +9.9% 35,002 $3.4M
Kingsview Wealth Management, LLC 0.05% Reduce -2.5% 35,199 $3.4M
Beta Wealth Group, Inc. 1.34% New 33,909 $3.2M
Mariner, LLC 0.00% Reduce -2.0% 33,370 $3.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -13.2% 33,332 $3.2M
Talon Private Wealth, LLC 0.42% — 33,040 $3.2M
Pathstone Holdings, LLC 0.01% Reduce -47.0% 32,447 $3.1M
Transmarket Holdings LP 1.64% Reduce -56.7% 32,169 $3.1M
Precision Wealth Strategies, LLC 1.00% Reduce -18.7% 31,369 $3.0M
Migdal Insurance & Financial Holdings Ltd. 0.03% Reduce -79.0% 31,450 $3.0M
Manning & Napier Advisors LLC 0.04% Add +3.9% 31,044 $3.0M
Wealthspire Advisors, LLC 0.02% Reduce -7.3% 31,002 $3.0M
Canal Capital Management, LLC 0.40% Add +0.6% 30,958 $3.0M
Graetz Wealth LLC 2.56% Reduce -21.8% 29,987 $2.9M
Garner Asset Management Corp 1.10% Add +31.5% 29,884 $2.8M
Federated Hermes, Inc. 0.00% No change 29,075 $2.8M
Rafferty Asset Management, LLC 0.01% Reduce -18.0% 28,444 $2.7M
Simplicity Wealth,LLC 0.15% Add +10.0% 28,256 $2.7M
Peapack Gladstone Financial Corp. 0.03% No change 27,625 $2.6M
Blue Fin Capital, Inc. 0.43% Reduce -1.1% 27,231 $2.6M
Harbour Trust & Investment Management Co 0.28% Reduce -0.9% 27,132 $2.6M
CIBC Asset Management Inc 0.01% New 27,000 $2.6M
LightSquare Wealth Management, LLC 1.92% — 26,767 $2.6M
Balefire, LLC 0.48% Add +11.5% 26,720 $2.6M
Gerber Kawasaki Wealth & Investment Management 0.08% Reduce -92.6% 26,524 $2.5M
UMB Bank, n.a. 0.04% Reduce -66.3% 26,522 $2.5M
Rossby Financial, LCC 0.53% Add +26.1% 26,553 $2.5M
Savant Capital, LLC 0.01% New 26,084 $2.5M
Sanctuary Advisors, LLC 0.01% Reduce -12.1% 25,908 $2.5M
Ti-Trust, Inc. 1.47% Add +7.3% 25,897 $2.5M
Insight Wealth Strategies, LLC 0.28% Reduce -2.7% 25,855 $2.5M
Global Trust Wealth Management LLC 1.87% Add +30.3% 25,820 $2.5M
Farther Finance Advisors, LLC 0.02% Reduce -57.7% 25,835 $2.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.7% 25,116 $2.4M
Geneos Wealth Management Inc. 0.05% Reduce -3.7% 24,581 $2.4M
Rockefeller Capital Management L.P. 0.00% Add +3.6% 24,430 $2.3M
Landmark Wealth Management, Inc. 0.87% Add +125.6% 23,978 $2.3M
Independent Advisor Alliance 0.02% New 23,349 $2.2M
Thrive Capital Management, LLC 0.48% Reduce -13.0% 22,873 $2.2M
Mount Lucas Management LP 0.80% Add +10.5% 22,574 $2.2M
Sowell Financial Services LLC 0.08% Add +9.9% 22,362 $2.1M
Navigation Wealth Management, Inc. 7.66% Reduce -62.9% 22,190 $2.1M
Arkadios Wealth Advisors 0.03% Add +55.8% 21,718 $2.1M
Raleigh Capital Management Inc. 0.70% Add +129.8% 21,320 $2.0M
Red Wave Investments LLC 0.60% Reduce -0.8% 21,015 $2.0M
SGL Investment Advisors, Inc. 0.76% Add +36.6% 20,832 $2.0M
TFB Advisors LLC 1.04% Add +3.6% 20,756 $2.0M
Stephenson & Company, Inc. 1.07% Add +4.2% 20,642 $2.0M
Sincerus Advisory, LLC 1.45% Add +1.5% 19,967 $1.9M
SBI Securities Co., Ltd. 0.05% Reduce -1.8% 19,837 $1.9M
Caldwell Trust Co 0.17% Add +6.1% 19,707 $1.9M
Money Concepts Capital Corp. 0.10% New 19,595 $1.9M
Cullen/Frost Bankers, Inc. 0.02% Reduce -1.1% 19,528 $1.9M
Hillcrest Wealth Advisors - NY, LLC 0.74% Add +42.3% 19,065 $1.8M
Mutual Advisors, LLC 0.04% Add +38.1% 19,061 $1.8M
Stephens Inc. 0.02% Add +0.7% 19,034 $1.8M
&partners 0.01% Reduce -25.3% 18,967 $1.8M
Signal Advisors Wealth, LLC 0.12% Add +65.7% 18,735 $1.8M
CreativeOne Wealth, LLC 0.04% Add +38.3% 18,638 $1.8M
Creative Planning 0.00% Add +139.2% 18,583 $1.8M
Eddie Patel Inc 1.34% Add +236.3% 18,165 $1.7M
Scotia Capital Inc. 0.01% Add +12.0% 17,291 $1.7M
Private Client Services, LLC 0.49% Reduce -1.0% 17,273 $1.7M
Cary Street Partners Financial LLC 0.04% Add +0.9% 17,149 $1.6M
Catalyst Financial Partners LLC 0.19% Add +22.6% 17,148 $1.6M
Quantum Portfolio Management LLC 0.68% No change 16,365 $1.6M
TD Private Client Wealth LLC 0.03% Add +10.7% 16,174 $1.5M
Nwam LLC 0.09% Add +4.7% 15,986 $1.5M
Phillips Financial Management, LLC 0.11% Reduce -25.8% 15,741 $1.5M
Sunbeam Capital Management, LLC 0.85% Add +1.0% 15,497 $1.5M
Kelsey Financial, LLC 1.29% Add +2.3% 15,386 $1.5M
New England Asset Management Inc. 0.19% No change 15,256 $1.5M
SageView Advisory Group, LLC 0.05% Add +7.3% 15,031 $1.4M
Personal Cfo Solutions, LLC 0.20% Reduce -13.6% 14,919 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.4% 14,821 $1.4M
First American Trust, FSB 0.09% Add +35.1% 14,448 $1.4M
Betterment LLC 0.00% Reduce -1.1% 14,351 $1.4M
Strategic Investment Advisors / MI 0.09% Add +115.7% 14,310 $1.4M
Chandler Asset Management, Inc. 0.21% Reduce -94.9% 14,196 $1.4M
Nicolet Bankshares Inc. 0.05% New 14,175 $1.4M
Professional Financial Advisors, LLC 0.27% Add +26.6% 14,106 $1.4M
White Lighthouse Investment Management Inc. 0.19% Add +3.2% 13,965 $1.3M
Harbour Investments, Inc. 0.02% Add +215.1% 13,907 $1.3M
Apollon Wealth Management, LLC 0.02% Add +8.6% 13,411 $1.3M
Citigroup Inc. 0.00% Reduce -39.0% 13,256 $1.3M
Ascent Group, LLC 0.04% Add +10.8% 12,881 $1.2M
First Western Trust Bank 0.06% Add +0.2% 12,843 $1.2M
Lorne Steinberg Wealth Management Inc. 0.29% New 12,750 $1.2M
Captrust Financial Advisors 0.00% Reduce -17.6% 12,662 $1.2M
1015 Capital Partners, LLC 1.17% Add +5.4% 12,605 $1.2M
Robertson Stephens Wealth Management, LLC 0.03% Add +25.2% 12,493 $1.2M
Whittier Trust Co. 0.01% Add +1.4% 12,373 $1.2M
Pure Financial Advisors, LLC 0.02% Add +10.5% 12,377 $1.2M
Aletheian Wealth Advisors LLC 0.57% — 12,315 $1.2M
Ausdal Financial Partners, Inc. 0.05% Add +1.6% 12,255 $1.2M
Nations Financial Group Inc, /Ia/ 0.06% Add +1.5% 11,834 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -24.5% 11,698 $1.1M
Diversify Wealth Management, LLC 0.02% Add +6.5% 11,594 $1.1M
Pinnacle Associates Ltd. 0.01% Reduce -0.4% 11,600 $1.1M
Oakmont Advisory Group, LLC 1.12% Reduce -13.3% 11,507 $1.1M
DecisionMap Wealth Management, LLC 0.71% Add +1.6% 11,388 $1.1M
Capital CS Group, LLC 2.25% Add +0.2% 11,384 $1.1M
Atria Investments, Inc 0.01% Add +1.8% 11,203 $1.1M
Prudent Man Advisors, LLC 0.32% Reduce -15.3% 11,133 $1.1M
American Money Management, LLC 0.17% New 11,000 $1.1M
Virtue Capital Management, LLC 0.16% Reduce -7.6% 11,045 $1.0M
Edgestream Partners, L.P. 0.03% Reduce -56.1% 10,077 $965K
Perigon Wealth Management, LLC 0.02% Reduce -0.8% 9,961 $953K
Oppenheimer & Co. Inc. 0.01% Reduce -3.4% 9,835 $941K
BlueSky Wealth Advisors, LLC 0.12% Reduce -66.8% 9,669 $926K
Freedom Financial Partners LLC 0.33% Add +4.7% 9,630 $922K
Hourglass Capital, LLC 0.19% New 9,500 $909K
North Star Investment Management Corp. 0.05% Add +494.2% 9,210 $882K
Tactive Advisors, LLC 0.25% Reduce -1.7% 9,096 $871K
Global View Capital Management LLC 0.23% Reduce -22.1% 9,033 $865K
Pinnacle Financial Group, LLC / IL 0.24% Reduce -18.5% 9,032 $865K
J.W. Cole Advisors, Inc. 0.03% Reduce -44.0% 9,027 $864K
AE Wealth Management LLC 0.00% Add +78.6% 8,896 $852K
Ehrlich Financial Group 0.48% Reduce -16.0% 8,784 $841K
Richardson Financial Services Inc. 0.53% Add +26.6% 8,780 $840K
Foundations Investment Advisors, LLC 0.01% Reduce -1.1% 8,754 $838K
Teachers Retirement System of the State of Kentucky 0.01% No change 8,621 $825K
Genesis Financial Group, LLC 0.54% Reduce -2.6% 8,414 $805K
Cedrus Wealth Group LLC 0.90% Add +3.1% 8,402 $804K
Lido Advisors, LLC 0.00% Reduce -35.3% 8,396 $804K
Concurrent Investment Advisors, LLC 0.01% Add +11.9% 8,263 $791K
CoreCap Advisors, LLC 0.03% Reduce -80.3% 8,070 $773K
Blue Capital, Inc. 0.50% New 8,004 $766K
Visionary Wealth Advisors 0.03% Add +1.8% 7,808 $747K
Compagnie Lombard Odier SCmA 0.01% Reduce -22.9% 7,691 $736K
Uptown Financial Advisors LLC 0.59% Add +7.2% 7,664 $734K
Richard W. Paul & Associates, LLC 0.24% Reduce -6.8% 7,577 $725K
Lodestar Private Asset Management LLC 0.07% Add +0.7% 7,568 $724K
Headlands Technologies LLC 0.08% New 7,507 $719K
Transamerica Financial Advisors, LLC 0.06% Reduce -7.0% 7,429 $711K
Integrated Capital Management, LLC 0.28% Add +3.5% 7,036 $673K
Jones Financial Companies LLLP 0.00% Reduce -21.4% 7,082 $670K
KFA Private Wealth Group, LLC 0.16% Reduce -87.2% 7,001 $670K
Rialto Wealth Management, LLC 0.15% Reduce -20.9% 6,987 $669K
Sequoia Financial Advisors, LLC 0.00% Reduce -19.4% 6,972 $667K
Probity Advisors, Inc. 0.11% Add +0.8% 6,965 $667K
Legacy Wealth Partners, LLC 0.17% Add +75.4% 6,955 $666K
Meridian Wealth Management, LLC 0.02% Reduce -27.0% 6,919 $662K
Sharper & Granite LLC 0.22% Add +8.1% 6,867 $657K
Arta Finance Wealth Management LLC 0.32% Add +24.9% 6,863 $653K
Wealthgarden F.S. LLC 0.44% Add +16.5% 6,772 $648K
Advisory Alpha, LLC 0.02% Reduce -3.2% 6,700 $641K
Auour Investments LLC 0.20% Reduce -0.2% 6,677 $639K
Novus Advisors, LLC 1.43% Add +140.4% 6,667 $638K
Livet Wealth, LLC 0.41% Add +1.4% 6,660 $637K
Snowden Capital Advisors LLC 0.02% Add +2.5% 6,634 $635K
Westside Investment Management, Inc. 0.10% No change 6,500 $622K
Sanchez Gaunt Capital Management, LLC 0.38% — 6,435 $616K
Axxcess Wealth Management, LLC 0.02% Add +175.9% 6,396 $612K
Medallion Wealth Advisors, LLC 0.20% Add +1.5% 6,396 $612K
Novak & Powell Financial Services, Inc. 0.32% Add +1.1% 6,117 $586K
Daymark Wealth Partners, LLC 0.02% Add +19.7% 6,106 $584K
Inscription Capital, LLC 0.06% Add +0.3% 5,981 $573K
Independent Financial Group, LLC 0.01% Reduce -5.8% 5,914 $566K
United Advisor Group, LLC 0.07% Add +6.5% 5,887 $563K
Lockerman Financial Group, Inc. 1.01% Add +94.5% 5,884 $563K
Pacific Excel Wealth Advisors, Inc. 0.59% Add +137.2% 5,834 $559K
GeoWealth Management, LLC 0.02% Add +12.5% 5,796 $555K
Integrity Alliance, Llc. 0.02% Add +1.8% 5,547 $531K
AlTi Global, Inc. 0.01% Reduce -8.3% 5,544 $531K
Neuberger Berman Group LLC 0.00% No change 5,493 $526K
Noesis Capital Mangement Corp. 0.08% Reduce -2.7% 5,429 $520K
Wealth Advisory Solutions, LLC 0.12% Add +2.3% 5,414 $518K
Keybank National Association 0.00% No change 5,380 $515K
Crescent Grove Advisors, LLC 0.05% No change 5,308 $508K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.07% Reduce -16.4% 5,100 $488K
Gibbs Wealth Management 0.06% Reduce -36.5% 5,080 $486K
Fortis Capital Management LLC 0.06% Add +1.1% 5,065 $485K
Joel Isaacson & Co., LLC 0.02% No change 5,002 $479K
Adams Wealth Management 0.10% Add +7.2% 4,993 $478K
CacheTech Inc. 0.09% Reduce -41.9% 4,993 $478K
Coldstream Capital Management Inc. 0.01% No change 4,927 $472K
Yoffe Investment Management, LLC 0.60% No change 4,905 $469K
Heirloom Wealth Management 0.08% New 4,903 $469K
Arwa LLC 0.23% Reduce -6.0% 4,815 $465K
Omnitrust Wealth Management, Inc 0.60% Reduce -8.1% 4,841 $463K
Fullerton Advisors, LLC 0.47% Add +1.1% 4,729 $453K
PFG Investments, LLC 0.02% Reduce -4.0% 4,594 $440K
Advisory Services Network, LLC 0.01% Add +80.0% 4,557 $436K
Renaissance Technologies 0.00% Reduce -97.3% 4,500 $431K
Private Trust Co. NA 0.04% Reduce -1.5% 4,491 $430K
Single Point Partners, LLC 0.08% Reduce -0.1% 4,419 $423K
Apollon Financial, LLC 0.06% Reduce -4.0% 4,404 $422K
Orion Porfolio Solutions, LLC 0.00% Add +2.5% 4,350 $416K
Gladstone Institutional Advisory LLC 0.02% Add +7.4% 4,326 $414K
Smartleaf Asset Management LLC 0.01% Reduce -1.0% 4,358 $413K
Hancock Whitney Corp. 0.01% No change 4,187 $405K
International Private Wealth Advisors LLC 0.24% New 4,153 $397K
Tennessee Valley Asset Management Partners 0.05% Reduce -2.1% 4,088 $391K
Bartlett & Co. Wealth Management LLC 0.01% No change 4,036 $390K
TOWER TRUST & INVESTMENT Co 0.25% Add +7.2% 4,054 $388K
Balboa Wealth Partners 0.06% New 4,033 $386K
Beaumont Financial Advisors, LLC 0.03% No change 4,030 $386K
Keystone Wealth Services, LLC 0.08% New 3,989 $382K
Empower Advisory Group, LLC 0.00% Add +0.9% 3,965 $380K
Larson Financial Group LLC 0.01% Reduce -1.2% 3,923 $376K
Surience Private Wealth LLC 0.40% Reduce -82.9% 3,854 $369K
Crestwood Advisors Group, LLC 0.01% No change 3,809 $365K
Park Square Financial Group, LLC 2.72% Reduce -44.5% 3,749 $359K
Peak Financial Management, Inc. 0.09% Reduce -11.7% 3,737 $358K
Laurel Oak Wealth Management, LLC 0.06% Reduce -40.7% 3,733 $357K
Fsa Wealth Partners, Inc. 0.17% New 3,717 $356K
Midwest Trust Co 0.00% No change 3,716 $356K
Wilson & Boucher Capital Management, LLC 0.23% No change 3,700 $354K
Hyundai Investments Co., Ltd. 0.40% Reduce -17.3% 3,727 $353K
Quotient Wealth Partners, LLC 0.01% Reduce -14.0% 3,684 $353K
Founders Financial Securities LLC 0.02% Reduce -0.6% 3,619 $349K
Manufacturers Life Insurance Company, The 0.00% Reduce -29.2% 3,640 $348K
Cardiff Park Advisors, LLC 0.03% New 3,630 $347K
Qube Research & Technologies Ltd 0.00% New 3,601 $345K
Stratos Wealth Partners, LTD. 0.00% Reduce -36.8% 3,552 $340K
Argent Trust Co 0.01% Add +0.3% 3,535 $338K
Global Financial Private Client, LLC 0.11% Add +38.2% 3,531 $338K
Outlook Wealth Advisors, LLC 0.08% New 3,523 $337K
National Wealth Management Group, LLC 0.12% Reduce -9.4% 3,498 $335K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.5% 3,474 $333K
Security National Bank of Sioux City Iowa 0.20% Add +10.1% 3,459 $331K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -9.7% 3,450 $330K
Financial Network Wealth Advisors LLC 0.34% Reduce -16.3% 3,443 $330K
Benjamin Edwards Inc. 0.00% Reduce -6.6% 3,420 $328K
Realta Investment Advisors 0.11% Reduce -21.7% 3,420 $327K
Avidian Wealth Enterprises, LLC 0.01% No change 3,352 $321K
Intergy Private Wealth, LLC 0.09% Add +3.9% 3,337 $319K
AlphaCentric Advisors LLC 0.32% Add +14.3% 3,307 $317K
October Effect Ltd 0.36% Add +10.4% 3,287 $315K
John W. Brooker & Co., CPAs 0.49% New 3,275 $313K
IFP Advisors, Inc 0.01% Add +2.8% 3,261 $312K
Woodward Diversified Capital, LLC 0.14% No change 3,207 $311K
McLean Asset Management Corp 0.05% No change 3,245 $311K
Smithbridge Asset Management Inc. 0.05% Reduce -56.3% 3,245 $311K
Janney Montgomery Scott LLC 0.00% Add +10.1% 3,197 $306K
Fiduciary Wealth Partners, LLC 0.20% No change 3,183 $305K
CX Institutional 0.01% Add +0.9% 3,180 $304K
Corient Private Wealth LP 0.00% Reduce -23.8% 3,333 $303K
Afg Fiduciary Services Limited Partnership 0.18% Add +19.1% 3,124 $300K
Post Resch Tallon Group Inc. 0.24% Reduce -8.8% 3,132 $299K
Three Seasons Wealth, LLC 0.11% New 3,120 $299K
Heritage Trust Co 0.03% Reduce -9.8% 3,019 $289K
Invesco Ltd. 0.00% No change 3,000 $287K
SteelPeak Wealth, LLC 0.01% Add +1.1% 2,970 $284K
Two Sigma Securities, LLC 0.03% New 2,965 $284K
Focus Financial Network, Inc. 0.01% Reduce -7.2% 2,964 $284K
Infrastructure Capital Advisors, LLC 0.04% New 2,960 $282K
Maridea Wealth Management LLC 0.04% Reduce -30.2% 2,929 $280K
Continental Investors Services, Inc. 0.26% Add +0.3% 2,883 $278K
B. Riley Wealth Advisors, Inc. 0.02% Add +0.3% 2,930 $278K
Sterling Investment Counsel, LLC 0.08% Reduce -25.6% 2,856 $273K
StoneX Group Inc. 0.01% Reduce -4.8% 2,862 $273K
Kovack Advisors, Inc. 0.01% Reduce -1.1% 2,822 $270K
Axis Wealth Partners, LLC 0.14% Add +0.8% 2,813 $269K
Rockingstone Advisors LLC 0.12% Add +19.5% 2,795 $268K
MPS Loria Financial Planners, LLC 0.07% Reduce -0.7% 2,783 $266K
Ieq Capital, LLC 0.00% No change 2,776 $266K
Citizens Financial Group Inc. 0.00% No change 2,765 $265K
WealthPoint Financial, LLC 0.22% New 2,720 $260K
First Citizens Bank & Trust Co. 0.01% Reduce -94.6% 2,667 $255K
Hoxton Planning & Management, LLC 0.08% Add +8.8% 2,659 $255K
Bridgewater Advisors Inc. 0.01% No change 2,612 $251K
Parallel Advisors, LLC 0.00% Add +6.0% 2,599 $249K
Commerce Bank 0.00% Reduce -27.1% 2,580 $247K
FF Advisors,LLC 0.10% New 2,552 $247K
Kestra Private Wealth Services, LLC 0.00% Reduce -30.0% 2,576 $247K
WealthPlan Investment Management, LLC 0.01% New 2,530 $242K
XTX Topco Ltd 0.00% Reduce -77.3% 2,528 $242K
Bridgewater Associates 0.00% Reduce -2.9% 2,522 $241K
Tiemann Investment Advisors, LLC 0.09% No change 2,500 $239K
CIBC Bancorp USA Inc. 0.00% — 2,478 $237K
Waverly Advisors, LLC 0.00% New 2,460 $235K
Boston Family Office LLC 0.02% No change 2,445 $234K
Accurate Wealth Management, LLC 0.03% Reduce -5.5% 2,428 $234K
Cypress Financial Planning LLC 0.06% Add +7.0% 2,430 $233K
HUB Investment Partners, LLC 0.01% No change 2,404 $230K
Burke & Herbert Bank & Trust Co. 0.06% No change 2,401 $230K
EverSource Wealth Advisors, LLC 0.01% Add +20.5% 2,390 $229K
Obsidian Cio, LLC 0.21% New 2,389 $229K
Proathlete Wealth Management LLC 0.06% No change 2,371 $227K
Valtinson Bruner Financial Planning LLC 0.06% Reduce -34.6% 2,368 $227K
Washington Trust Bank 0.02% Reduce -78.5% 2,312 $221K
Johnson Financial Group, Inc. 0.01% No change 2,300 $220K
Investments & Financial Planning, LLC 0.12% Add +0.3% 2,295 $220K
AssuredPartners Investment Advisors, LLC 0.02% New 2,281 $219K
Composition Wealth, LLC 0.00% New 2,255 $216K
Ofc Financial Planning, LLC 0.21% No change 2,248 $215K
Axq Capital, LP 0.03% New 2,245 $215K
M&T Bank Corp 0.00% New 2,244 $215K
Sovran Advisors, LLC 0.02% Reduce -0.2% 2,218 $215K
Keystone Financial Group 0.01% Reduce -0.8% 2,232 $214K
Beacon Financial Group 0.02% Reduce -0.1% 2,231 $214K
Van Diest Capital, LLC 0.17% New 2,225 $213K
Joseph Group Capital Management 0.05% Reduce -11.8% 2,199 $210K
Azimuth Capital Investment Management LLC 0.01% Add +0.9% 2,196 $210K
Western Wealth Management, LLC 0.01% Reduce -7.1% 2,191 $210K
Pinnacle Financial Partners, Inc. 0.00% New 2,171 $208K
Smith Partners Wealth Management, LLC 0.18% Reduce -13.2% 2,151 $206K
Flagship Harbor Advisors, LLC 0.01% Reduce -42.0% 2,144 $205K
Legacy Financial Independent Advisors LLC 0.11% — 2,139 $205K
Arax Advisory Partners 0.01% Reduce -18.5% 2,128 $204K
Global Trust Asset Management, LLC 0.08% Reduce -6.6% 2,125 $203K
Whittier Trust Co. of Nevada Inc. 0.00% No change 2,120 $203K
Florin Court Capital LLP 0.76% Reduce -88.0% 2,100 $201K
Great Valley Advisor Group, Inc. 0.00% New 2,090 $200K
SG Americas Securities, LLC 0.00% New 1,965 $188K
Anfield Capital Management, LLC 0.05% No change 1,913 $183K
FMR LLC 0.00% Add +117.6% 1,671 $160K
Clearstead Advisors, LLC 0.00% Add +7.7% 1,614 $154K
Meramec Financial Planners, LLC 0.06% Add +4.1% 1,566 $152K
Boyd Watterson Asset Management LLC 0.05% No change 1,541 $148K
Lanark Financial, Inc. 0.01% Reduce -1.2% 1,527 $146K
Creative Financial Designs Inc. 0.01% Reduce -48.8% 1,248 $119K
Signature Equity Partners, LLC 0.06% Add +87.0% 1,210 $116K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 1,202 $115K
US Bancorp \de 0.00% Reduce -69.1% 1,196 $114K
Sunbelt Securities, Inc. 0.01% Reduce -23.1% 1,130 $108K
N.E.W. Advisory Services LLC 0.01% Reduce -3.5% 1,106 $106K
TD Waterhouse Canada Inc. 0.00% Reduce -41.8% 1,101 $105K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,000 $96K
Activest Wealth Management 0.02% Add +3.3% 986 $94K
International Assets Investment Management, LLC 0.01% No change 932 $89K
EPG Wealth Management LLC 0.02% No change 920 $88K
Banque Cantonale Vaudoise 0.00% Add +13.3% 920 $88K
Capital Analysts, LLC 0.00% Reduce -73.5% 909 $87K
Ameriflex Group, Inc. 0.04% Reduce -9.1% 847 $81K
Cornerstone Planning Group LLC 0.01% Add +1.2% 830 $80K
Triumph Capital Management 0.02% Add +54.0% 819 $78K
Lazard Asset Management LLC 0.00% No change 800 $77K
Duncker Streett & Co. Inc. 0.01% No change 771 $74K
Bogart Wealth, LLC 0.00% No change 760 $73K
Capital Investment Advisory Services, LLC 0.01% Add +8.8% 746 $71K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 710 $68K
Missouri Trust & Investment Co 0.02% No change 700 $67K
Pinnacle Bancorp, Inc. 0.02% No change 644 $62K
Simplex Trading, LLC 0.00% New 644 $62K
Blair William & Co. 0.00% Reduce -56.9% 628 $60K
Aptus Capital Advisors, LLC 0.00% No change 624 $60K
Tucker Asset Management LLC 0.02% Reduce -73.0% 567 $54K
Legacy Wealth Managment, LLC 0.03% Add +98.5% 524 $50K
Ancora Advisors LLC 0.00% No change 515 $49K
Parkside Financial Bank & Trust 0.00% Reduce -55.0% 490 $47K
Allworth Financial LP 0.00% Reduce -23.3% 470 $45K
MAI Capital Management 0.00% Reduce -8.6% 466 $45K
Keating Financial Advisory Services, Inc. 0.01% Reduce -62.8% 445 $43K
Basepoint Wealth LLC 0.02% Add +1.2% 429 $41K
AdvisorNet Financial, Inc 0.00% Add +0.2% 426 $41K
Pinney & Scofield, Inc. 0.02% New 420 $40K
Pacifica Partners Inc. 0.01% No change 410 $39K
Valley Wealth Managers, Inc. 0.00% No change 403 $39K
State of Tennessee, Department of Treasury 0.00% Reduce -99.8% 400 $38K
Eastern Bank 0.00% Reduce -74.8% 379 $36K
Olistico Wealth, LLC 0.02% No change 372 $36K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 360 $34K
Key Financial Inc 0.01% No change 352 $34K
Beacon Capital Management, Inc. 0.00% Add +41.0% 337 $32K
Gallagher Fiduciary Advisors, LLC 0.00% Add +9822.5% 2,956,989 $32K
NFSG Corp 0.01% Add +78.3% 321 $31K
Evolution Wealth Management Inc. 0.02% Reduce -7.0% 318 $30K
1620 Investment Advisors, Inc. 0.02% No change 305 $29K
Ascentis Independent Advisors 0.00% New 303 $29K
Toth Financial Advisory Corp. 0.00% Reduce -4.1% 302 $29K
Ballast Advisors LLC 0.01% No change 290 $28K
Brown, Lisle/Cummings, Inc. 0.01% New 285 $27K
Harbor Investment Advisory, LLC 0.00% No change 254 $24K
Seneschal Advisors, LLC 0.02% No change 250 $24K
Dorato Capital Management 0.02% No change 239 $23K
Strategic Wealth Partners, Ltd. 0.00% Reduce -27.3% 234 $22K
Webster Bank, N. A. 0.00% No change 223 $21K
Gen-Wealth Partners Inc 0.01% Add +1.4% 217 $21K
Quest 10 Wealth Builders, Inc. 0.02% Add +2.4% 214 $20K
Caitlin John, LLC 0.01% No change 204 $20K
Independence Bank of Kentucky 0.00% No change 200 $19K
GW&K Investment Management, LLC 0.00% No change 200 $19K
Nova Wealth Management, Inc. 0.01% New 180 $17K
Gilpin Wealth Management, LLC 0.01% No change 170 $16K
Front Row Advisors LLC 0.01% No change 169 $16K
True Wealth Design, LLC 0.00% No change 166 $16K
Darwin Wealth Management, LLC 0.00% Add +1711.1% 163 $16K
St Germain D J Co. Inc. 0.00% No change 157 $15K
Key Capital Management, INC 0.01% Add +3675.0% 151 $14K
AlphaCore Capital LLC 0.00% New 148 $14K
Measured Wealth Private Client Group, LLC 0.00% No change 132 $13K
Richardson Capital Management LLC 0.01% No change 126 $12K
Chesapeake Asset Management LLC 0.01% No change 125 $12K
Founders Financial Alliance, LLC 0.00% No change 125 $12K
Cherry Tree Wealth Management, LLC 0.00% New 124 $12K
REAP Financial Group, LLC 0.00% No change 119 $11K
Ashton Thomas Securities, LLC 0.00% New 110 $11K
Davis Capital Management 0.01% No change 104 $10K
Rakuten Securities, Inc. 0.00% No change 102 $10K
Silver Oak Securities, Incorporated 0.00% Reduce -5.7% 99 $9K
Sachetta, LLC 0.00% Reduce -8.1% 91 $9K
Smallwood Wealth Investment Management, LLC 0.00% Add +1.1% 89 $9K
MCF Advisors LLC 0.00% No change 78 $7K
O'shaughnessy Asset Management, LLC 0.00% Add +9.4% 70 $7K
Bank of New Hampshire 0.00% No change 66 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 66 $6K
Wilmington Savings Fund Society, FSB 0.00% No change 63 $6K
Hickory Point Bank & Trust 0.00% New 58 $6K
Ascentis Wealth Management, LLC 0.00% No change 57 $5K
Principia Wealth Advisory, LLC 0.00% Reduce -86.0% 56 $5K
Spire Wealth Management 0.00% Reduce -62.9% 53 $5K
McIlrath & Eck, LLC 0.00% Add +2.5% 41 $4K
Covestor Ltd 0.00% Add +420.0% 26 $3K
Tsfg, LLC 0.00% Add +3.1% 33 $3K
Arlington Trust Co LLC 0.00% No change 30 $3K
Legacy Bridge, LLC 0.00% No change 26 $2K
Founders Capital Management 0.00% Add +4.2% 25 $2K
Friedenthal Financial 0.00% Add +10.5% 21 $2K
Hollencrest Capital Management 0.00% No change 21 $2K
Coston, McIsaac & Partners 0.00% No change 22 $2K
Merkkuri Wealth Advisors LLC 0.00% New 20 $2K
MPWM Advisory Solutions, LLC 0.00% No change 16 $2K
Tompkins Financial Corp. 0.00% No change 15 $1K
Regions Financial Corp. 0.00% No change 11 $1K
Wilkerson Advisory Group LLC 0.00% No change 10 $967
City Holding Co. 0.00% No change 10 $957
Glass Jacobson Investment Advisors llc 0.00% No change 9 $814
Mosley Wealth Management 0.00% New 8 $784
PMV Capital Advisers, LLC 0.00% New 3 $256
BNP Paribas 0.00% No change 1 $96
Deutsche Bank AG 0.00% Reduce -100.0% 1 $96
Center for Financial Planning, Inc. 0.00% Reduce -99.1% 1 $96
Dogwood Wealth Management LLC 0.00% No change 1 $92

"% 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.