SS SPDR P High Yield ETFSPHYETF
13F holders, Q1 2026 (March 31)529holders −7
60new positions
62sold out
1famous investor
$23.30avg. 13F price*
At the end of Q1 2026, 529 institutions reported holding SS SPDR P High Yield ETF (SPHY) in their 13F filings, down 7 from Q4 2025. 60 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($664.7M), Ilmarinen Mutual Pension Insurance Co ($476.9M) and Sei Investments Co. ($462.5M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR P High Yield ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $131.4M |
| Exits | 62 | $232.7M |
All 13F filers, Q4 2025 → Q1 2026: 37,612,271 shares bought and 46,223,136 shares sold, net −8,610,865 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| Bank of America Corp. | 0.05% | Reduce -39.3% | 28,502,235 | $664.7M |
| Ilmarinen Mutual Pension Insurance Co | 3.75% | Reduce -11.3% | 20,450,000 | $476.9M |
| Sei Investments Co. | 0.43% | Add +5.7% | 19,832,325 | $462.5M |
| Wells Fargo & Company | 0.05% | Reduce -4.3% | 10,707,362 | $249.7M |
| Neuberger Berman Group LLC | 0.17% | Add +3.0% | 9,619,126 | $224.3M |
| LPL Financial LLC | 0.06% | Add +5.7% | 9,302,194 | $216.9M |
| Ameriprise Financial Inc. | 0.05% | Add +4.8% | 8,890,824 | $207.4M |
| Municipal Employees' Retirement System of Michigan | 2.17% | Add +36.5% | 8,191,734 | $191.0M |
| Vantagepoint Investment Advisers LLC | 1.50% | Add +2.6% | 7,610,670 | $177.5M |
| US Bancorp \de | 0.19% | Add +2.8% | 6,695,070 | $159.3M |
| Elo Mutual Pension Insurance Co | 2.29% | Add +466.7% | 5,950,000 | $138.8M |
| Morgan Stanley | 0.01% | Add +5.7% | 5,920,343 | $138.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +18.1% | 5,078,511 | $118.4M |
| Advisory Alpha, LLC | 3.03% | Add +30.4% | 4,754,445 | $110.9M |
| Creative Planning | 0.07% | Add +5139.1% | 4,739,179 | $110.5M |
| Asset Management One Co., Ltd. | 0.30% | Add +22.4% | 4,425,620 | $103.2M |
| Ocean Park Asset Management, LLC | 5.34% | Add +1.3% | 3,964,799 | $92.5M |
| 1832 Asset Management L.P. | 0.11% | Add +3.5% | 3,598,970 | $83.9M |
| Cetera Investment Advisers | 0.09% | Add +68.1% | 3,556,254 | $82.9M |
| Advisors Capital Management, LLC | 0.92% | Add +4.5% | 3,331,245 | $77.7M |
| MML Investors Services, LLC | 0.21% | Reduce -4.6% | 3,222,719 | $75.2M |
| Kensington Asset Management, LLC | 3.97% | Reduce -4.1% | 3,128,978 | $73.0M |
| American Century Companies Inc. | 0.03% | Reduce -1.1% | 2,684,871 | $62.6M |
| Capital Analysts, LLC | 1.46% | Add +1.6% | 2,383,246 | $55.6M |
| 49 Wealth Management, LLC | 3.83% | Add +602.6% | 2,196,449 | $51.2M |
| JPMorgan Chase & Co. | 0.00% | Add +40.5% | 2,108,742 | $48.7M |
| Exchange Traded Concepts, LLC | 0.32% | Add +5.6% | 1,802,745 | $42.0M |
| Bokf, NA | 0.62% | Add +14.1% | 1,748,686 | $40.8M |
| MetLife Investment Management, LLC | 0.20% | New | 1,674,673 | $39.1M |
| Cornerstone Enterprises, LLC | 19.18% | Reduce -1.0% | 1,653,907 | $38.6M |
| Apella Capital, LLC | 0.55% | Add +31.8% | 1,556,326 | $36.8M |
| State of New Jersey Common Pension Fund D | 0.14% | Reduce -56.1% | 1,566,858 | $36.5M |
| Benjamin Edwards Inc. | 0.35% | Add +26.4% | 1,508,372 | $35.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.9% | 1,484,711 | $34.6M |
| Iowa State Bank | 5.98% | Add +133.4% | 1,392,819 | $32.5M |
| Assetmark, Inc. | 0.07% | Add +13.4% | 1,368,848 | $31.9M |
| UBS Group AG | 0.01% | Add +45.0% | 1,366,189 | $31.9M |
| SageView Advisory Group, LLC | 1.13% | Reduce -8.5% | 1,319,802 | $30.8M |
| CNO Financial Group, Inc. | 17.10% | No change | 1,279,000 | $29.8M |
| Osaic Holdings, Inc. | 0.04% | Add +20.4% | 1,278,279 | $29.8M |
| Diversify Wealth Management, LLC | 0.49% | Add +82.8% | 1,178,808 | $27.7M |
| Allspring Global Investments Holdings, LLC | 0.05% | No change | 1,164,443 | $27.2M |
| Franklin Resources Inc. | 0.01% | Add +5.1% | 1,150,019 | $26.8M |
| Horizon Investments, LLC | 0.30% | Add +2.8% | 1,586,460 | $26.8M |
| Kohmann Bosshard Financial Services, LLC | 2.54% | Add +11.9% | 1,118,505 | $26.1M |
| Voya Investment Management LLC | 0.03% | Add +2.8% | 1,072,466 | $25.0M |
| Madison Asset Management, LLC | 0.31% | Reduce -5.2% | 1,071,755 | $25.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +2.9% | 1,060,271 | $24.7M |
| State Street Corp. | 0.00% | Reduce -20.6% | 1,026,212 | $23.9M |
| Conning Inc. | 0.83% | Add +82.8% | 1,023,746 | $23.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -6.5% | 1,000,577 | $23.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +3.5% | 996,761 | $23.2M |
| RFG Holdings, Inc. | 5.74% | Reduce -7.0% | 977,503 | $22.8M |
| Raymond James Financial Inc. | 0.01% | Add +58.9% | 920,706 | $21.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +155.1% | 896,825 | $20.9M |
| Belpointe Asset Management LLC | 0.76% | Reduce -4.1% | 894,286 | $20.9M |
| Bank of New York Mellon Corp | 0.00% | Add +77.7% | 886,713 | $20.7M |
| Jones Financial Companies LLLP | 0.01% | Add +64.4% | 879,685 | $20.3M |
| Asset Allocation & Management Company, LLC | 7.01% | No change | 804,501 | $18.8M |
| AlphaStar Capital Management, LLC | 1.37% | Reduce -8.2% | 795,537 | $18.6M |
| Cwm, LLC | 0.05% | Reduce -37.4% | 778,813 | $18.2M |
| Syntegra Private Wealth Group, LLC | 1.72% | Reduce -0.9% | 776,957 | $18.1M |
| Christine Messmer PC | 11.17% | Add +2.1% | 749,153 | $17.5M |
| Inspire Advisors, LLC | 1.40% | Add +11.1% | 738,686 | $17.2M |
| Equitable Holdings, Inc. | 0.11% | Add +1.3% | 725,940 | $17.2M |
| SAM Advisors, LLC | 5.22% | Add +5.1% | 714,646 | $16.7M |
| Truist Financial Corp. | 0.02% | Add +4.8% | 705,522 | $16.5M |
| Willis Johnson & Associates, Inc. | 0.93% | Add +1.2% | 681,993 | $15.9M |
| Financial Futures Ltd Liability Co. | 6.63% | Add +17.6% | 646,986 | $15.1M |
| Alaska Permanent Capital Management, LLC | 1.03% | Add +14.8% | 635,087 | $14.8M |
| Mgo One Seven LLC | 0.28% | Reduce -1.9% | 603,913 | $14.1M |
| Retiremitten Financial LLC | 6.56% | — | 582,023 | $13.6M |
| Hilltop Partners LLC | 3.44% | Add +4.7% | 575,544 | $13.4M |
| Farther Finance Advisors, LLC | 0.13% | Add +29.3% | 575,522 | $13.4M |
| Independent Advisor Alliance | 0.13% | New | 520,588 | $12.1M |
| TSG Advice Partners, LLC | 1.76% | New | 503,965 | $11.8M |
| Horizon Financial Services, LLC | 5.06% | Add +26.1% | 491,188 | $11.5M |
| DT Investment Partners, LLC | 0.95% | Add +4.0% | 488,147 | $11.4M |
| Quartz Partners, LLC | 4.12% | Reduce -3.2% | 456,746 | $10.7M |
| Curran Financial Partners, LLC | 1.89% | Add +193.4% | 453,267 | $10.6M |
| Deutsche Bank AG | 0.00% | Add +5.3% | 448,944 | $10.5M |
| Financial Advisory Partners, LLC | 2.95% | Reduce -0.6% | 446,622 | $10.4M |
| Choreo, LLC | 0.12% | New | 432,182 | $10.1M |
| Northeast Financial Group, Inc. | 2.67% | Add +34.2% | 429,967 | $10.0M |
| S&A Financial Services, Inc. | 6.85% | — | 427,383 | $10.0M |
| Bensler, LLC | 1.02% | Reduce -25.9% | 423,012 | $9.9M |
| Atlas Private Wealth Advisors | 2.31% | Reduce -0.7% | 421,456 | $9.8M |
| WCG Wealth Advisors LLC | 0.27% | Add +5.6% | 419,806 | $9.8M |
| Carolina Wealth Advisors, LLC | 4.03% | Reduce -0.5% | 415,461 | $9.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +3.6% | 398,395 | $9.3M |
| Stifel Financial Corp. | 0.01% | Add +10.7% | 395,108 | $9.2M |
| Keeler Thomas Management LLC | 3.81% | New | 386,142 | $9.0M |
| Pinnacle Wealth Management, LLC | 6.00% | Add +6.0% | 381,762 | $8.9M |
| 5th Street Advisors, LLC | 3.84% | Add +4.6% | 380,088 | $8.9M |
| Foundations Investment Advisors, LLC | 0.11% | Add +45.3% | 376,999 | $8.8M |
| &partners | 0.04% | Add +28.1% | 366,120 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +4.6% | 365,330 | $8.5M |
| Financial Life Advisors | 2.63% | Reduce -20.6% | 361,443 | $8.4M |
| Csenge Advisory Group | 0.38% | Reduce -0.8% | 359,472 | $8.4M |
| Stadion Money Management, LLC | 0.83% | Add +2.0% | 355,410 | $8.3M |
| Horizon Investment Services, LLC | 2.83% | Reduce -0.6% | 349,133 | $8.1M |
| Omega Financial Group, LLC | 2.67% | Add +0.5% | 347,107 | $8.1M |
| NewSquare Capital LLC | 0.69% | Reduce -1.9% | 340,503 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +23.6% | 338,923 | $7.9M |
| Merit Financial Group, LLC | 0.06% | Add +91.3% | 333,697 | $7.8M |
| AE Wealth Management LLC | 0.04% | Add +7.7% | 333,072 | $7.8M |
| Impact Partnership Wealth, LLC | 0.95% | Add +90.7% | 330,375 | $7.7M |
| ProVise Management Group, LLC | 0.55% | Add +4.6% | 330,341 | $7.7M |
| Nepc LLC | 0.15% | Add +101.9% | 330,232 | $7.7M |
| Arkadios Wealth Advisors | 0.12% | Reduce -3.8% | 323,437 | $7.5M |
| HighPoint Advisor Group LLC | 0.31% | Add +1.7% | 318,223 | $7.4M |
| Sound Income Strategies, LLC | 0.34% | Add +23.6% | 301,568 | $7.0M |
| Moller Wealth Partners | 1.35% | Add +59.0% | 292,630 | $6.8M |
| Waterloo Capital, L.P. | 0.47% | Reduce -29.8% | 289,286 | $6.7M |
| Fifth Third Securities, Inc. | 0.43% | Add +10.3% | 285,804 | $6.7M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -11.3% | 285,460 | $6.7M |
| iA Global Asset Management Inc. | 0.09% | New | 278,400 | $6.5M |
| Stock Yards Bank & Trust Co. | 0.20% | Add +56.2% | 274,295 | $6.4M |
| Optas, LLC | 0.94% | Add +1.4% | 267,409 | $6.2M |
| Alliance Wealth Advisors, LLC | 1.35% | Add +77.7% | 266,258 | $6.2M |
| NewEdge Advisors, LLC | 0.02% | Add +1.1% | 264,481 | $6.2M |
| One Capital Management, LLC | 0.17% | New | 260,443 | $6.1M |
| Aire Advisors, LLC | 1.11% | Add +1.9% | 260,388 | $6.1M |
| Ssi Investment Management LLC | 0.50% | Reduce -22.6% | 258,979 | $6.0M |
| Stonebridge Financial Planning Group, LLC | 2.14% | Add +7.1% | 250,194 | $5.8M |
| Caitlin John, LLC | 3.43% | Add +35.2% | 244,196 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.6% | 235,769 | $5.5M |
| Wealth Forward, LLC | 3.07% | Add +1.0% | 233,513 | $5.4M |
| Hurlow Wealth Management Group, Inc. | 1.28% | Add +7.1% | 229,922 | $5.4M |
| HF Advisory Group, LLC | 1.82% | Add +9.4% | 229,199 | $5.3M |
| Mariner, LLC | 0.01% | Reduce -2.0% | 227,446 | $5.3M |
| Winthrop Capital Management, LLC | 1.35% | Reduce -16.8% | 225,022 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +19.8% | 224,108 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 221,870 | $5.2M |
| SigFig Wealth Management, LLC | 0.15% | Add +18.9% | 218,945 | $5.1M |
| Rialto Wealth Management, LLC | 1.14% | Add +37.0% | 218,442 | $5.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -13.8% | 218,217 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.9% | 217,704 | $5.1M |
| Trustmark Bank Trust Department | 0.32% | Reduce -16.9% | 213,174 | $5.0M |
| Arvest Investments, Inc. | 0.68% | Add +12.5% | 212,611 | $5.0M |
| Marmo Financial Group, LLC | 2.43% | Reduce -1.6% | 210,426 | $4.9M |
| BlackRock, Inc. | 0.00% | Add +38.5% | 210,253 | $4.9M |
| RFG Advisory, LLC | 0.09% | Reduce -2.3% | 210,217 | $4.9M |
| Vicus Capital | 0.33% | Add +13.9% | 192,133 | $4.5M |
| Carl P. Sherr & Co., LLC | 2.09% | Add +1.5% | 190,679 | $4.4M |
| Bush Investment Group, LLC | 2.42% | Add +5.9% | 189,715 | $4.4M |
| Alaska Wealth Advisors, LLC | 0.53% | Add +2.9% | 188,956 | $4.4M |
| Hobart Private Capital, LLC | 0.85% | Reduce -11.0% | 186,425 | $4.3M |
| Convergence Financial, LLC | 0.46% | Add +107.1% | 186,326 | $4.3M |
| Bauman Advisory Group, LLC | 3.03% | Add +752.4% | 185,483 | $4.3M |
| Maia Wealth LLC | 0.73% | Add +22.1% | 185,287 | $4.3M |
| Smith Salley Wealth Management | 0.21% | New | 181,746 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -21.8% | 181,243 | $4.2M |
| Cambria Investment Management, L.P. | 0.24% | Add +2.9% | 181,628 | $4.2M |
| Systelligence, LLC | 0.81% | New | 179,578 | $4.2M |
| Lanark Financial, Inc. | 0.31% | Add +15.7% | 178,998 | $4.2M |
| HRT Financial LP | 0.01% | Add +106.9% | 178,805 | $4.2M |
| IFP Advisors, Inc | 0.09% | Add +6.5% | 175,908 | $4.1M |
| Verus Wealth Management, LLC | 3.67% | Reduce -4.4% | 169,534 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +409.6% | 168,018 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -51.4% | 165,182 | $3.9M |
| CGN Advisors LLC | 0.30% | Add +18.8% | 163,986 | $3.8M |
| Diversified Enterprises, LLC | 0.21% | Add +10.0% | 162,915 | $3.8M |
| Strategic Financial Group, LLC | 3.90% | — | 162,330 | $3.8M |
| Stephens Inc. | 0.05% | Add +3.8% | 159,374 | $3.7M |
| Empowered Funds, LLC | 0.02% | Add +12.8% | 155,685 | $3.6M |
| Calamos Advisors LLC | 0.02% | Reduce -18.8% | 153,817 | $3.6M |
| Meriwether Wealth & Planning, LLC | 1.95% | Add +8.7% | 152,560 | $3.6M |
| Appleton Partners Inc. | 0.24% | Add +4.0% | 145,140 | $3.4M |
| Great Diamond Partners, LLC | 0.65% | New | 144,142 | $3.4M |
| Flagship Harbor Advisors, LLC | 0.15% | Reduce -4.5% | 144,002 | $3.4M |
| K2 Financial Inc. | 2.43% | Add +5.4% | 141,811 | $3.3M |
| Seeds Investor LLC | 0.45% | Add +62.1% | 141,539 | $3.3M |
| Brighton Securities Corp. | 1.58% | Add +15.2% | 140,654 | $3.3M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -4.5% | 138,168 | $3.2M |
| Compound Planning, Inc. | 0.10% | Reduce -15.8% | 136,253 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +451.7% | 136,007 | $3.2M |
| Cedar Point Capital Partners, LLC | 2.06% | New | 135,902 | $3.2M |
| Michels Family Financial, LLC | 2.27% | Add +2.1% | 134,784 | $3.1M |
| Fiduciary Alliance LLC | 0.17% | Add +15.3% | 121,219 | $2.9M |
| Cary Street Partners Financial LLC | 0.07% | Add +6.7% | 121,144 | $2.8M |
| Fifth Third Bancorp | 0.01% | Add +1238.4% | 118,304 | $2.8M |
| Serenity Investment Advisors | 1.29% | Add +16.0% | 117,533 | $2.8M |
| Central Pacific Bank - Trust Division | 0.36% | Reduce -21.9% | 116,980 | $2.7M |
| Towne Trust Company, N.A | 0.87% | Add +21.3% | 115,934 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -24.8% | 113,085 | $2.6M |
| Veery Capital, LLC | 0.81% | Add +0.6% | 112,614 | $2.6M |
| Auour Investments LLC | 0.83% | Add +2.6% | 112,553 | $2.6M |
| Modern Wealth Management, LLC | 0.04% | Add +13.7% | 112,804 | $2.6M |
| Phillip James Consulting Co. | 1.93% | New | 54,185 | $2.5M |
| MCF Advisors LLC | 0.11% | Reduce -9.3% | 108,055 | $2.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.41% | Add +40.8% | 105,742 | $2.5M |
| Principal Securities, Inc. | 0.04% | Reduce -80.8% | 105,715 | $2.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -80.2% | 105,000 | $2.4M |
| Cannon Wealth Management Services, LLC | 1.65% | Add +10.2% | 104,429 | $2.4M |
| Elm3 Financial Group, LLC | 2.05% | Add +49.0% | 103,826 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -58.5% | 103,581 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.9% | 102,640 | $2.4M |
| Allianz Asset Management GmbH | 0.00% | No change | 102,500 | $2.4M |
| Foster & Motley Inc. | 0.12% | Add +22.1% | 102,121 | $2.4M |
| Cerity Partners LLC | 0.00% | New | 101,857 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +29.3% | 101,563 | $2.4M |
| Allstreet Capital Advisors LLC | 1.75% | Reduce -0.7% | 101,428 | $2.4M |
| StoneX Group Inc. | 0.13% | Add +646.9% | 101,183 | $2.4M |
| Scotia Capital Inc. | 0.01% | New | 101,041 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +20.6% | 99,456 | $2.3M |
| Sound Stewardship, LLC | 1.04% | Add +4.2% | 97,777 | $2.3M |
| Martel Wealth Advisors LLC | 0.38% | Add +4.6% | 95,251 | $2.2M |
| Tenzing Financial LLC | 1.66% | Add +3.5% | 93,889 | $2.2M |
| Clear Creek Financial Management, LLC | 0.17% | New | 92,778 | $2.2M |
| Mission Hills Financial Advisory, LLC | 1.10% | Add +55.5% | 92,241 | $2.2M |
| LVZ, Inc. | 0.23% | Add +7.9% | 86,433 | $2.0M |
| LaSalle St. Investment Advisors, LLC | 0.28% | Add +3.0% | 86,319 | $2.0M |
| SBI Securities Co., Ltd. | 0.05% | Reduce -1.2% | 85,888 | $2.0M |
| Nikulski Financial, Inc. | 0.49% | Add +1.0% | 85,486 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.0% | 85,322 | $2.0M |
| Summit Financial, LLC | 0.03% | Add +201.6% | 85,304 | $2.0M |
| Citigroup Inc. | 0.00% | Add +1215.6% | 85,027 | $2.0M |
| Continuum Advisory, LLC | 0.19% | Add +1.4% | 84,577 | $2.0M |
| Autumn Glory Partners, LLC | 0.72% | No change | 83,542 | $1.9M |
| United Advisor Group, LLC | 0.23% | Reduce -2.0% | 79,370 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Add +44.3% | 79,305 | $1.8M |
| Sheets Smith Wealth Management | 0.21% | Reduce -2.1% | 79,273 | $1.8M |
| Three Arch Wealth Management LLC | 0.33% | Add +3.9% | 78,538 | $1.8M |
| Aurora Private Wealth, Inc. | 1.27% | Reduce -18.9% | 76,556 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -1.9% | 74,380 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | Reduce -3.3% | 73,676 | $1.7M |
| Lantern Wealth Advisors, LLC | 0.85% | Add +3.1% | 71,455 | $1.7M |
| TRB Wealth Management, LLC | 0.23% | — | 70,751 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +4.1% | 69,654 | $1.6M |
| Garde Capital, Inc. | 0.09% | No change | 67,043 | $1.6M |
| Kathmere Capital Management, LLC | 0.09% | Reduce -48.7% | 64,722 | $1.5M |
| Jordan Park Group LLC | 0.08% | Reduce -14.2% | 63,586 | $1.5M |
| World Investment Advisors | 0.02% | Add +7.8% | 63,331 | $1.5M |
| Sovran Advisors, LLC | 0.11% | Reduce -5.4% | 60,648 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +7.6% | 59,571 | $1.4M |
| Signet Financial Management, LLC | 0.16% | Add +8.2% | 59,423 | $1.4M |
| Symphony Financial Services, Inc. | 0.69% | Add +3.4% | 57,875 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | Add +2.7% | 54,558 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Add +13.2% | 53,713 | $1.3M |
| Creative Financial Designs Inc. | 0.07% | Add +0.4% | 52,285 | $1.2M |
| Heritage Family Offices, LLP | 0.53% | New | 51,639 | $1.2M |
| Harbor Capital Advisors, Inc. | 0.10% | Add +451.1% | 51,625 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +0.1% | 51,243 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +13.7% | 50,717 | $1.2M |
| Zacks Investment Management | 0.01% | Reduce -19.4% | 50,155 | $1.2M |
| Grantvest Financial Group LLC | 0.75% | Reduce -5.6% | 49,782 | $1.2M |
| Capital Wealth Management, LLC | 0.31% | Add +8.2% | 49,114 | $1.1M |
| Stewardship Advisors, LLC | 0.26% | Add +11.1% | 49,050 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +6.0% | 47,255 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.12% | Reduce -42.3% | 47,923 | $1.1M |
| Note Advisors, LLC | 0.56% | Add +7.9% | 47,870 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Reduce -67.9% | 47,345 | $1.1M |
| Rede Wealth, LLC | 0.38% | Reduce -22.3% | 45,664 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +30.6% | 45,427 | $1.1M |
| Whittier Trust Co. | 0.01% | Add +14.1% | 43,971 | $1.0M |
| Redwood Financial Network Corp | 0.67% | Reduce -1.0% | 44,000 | $1.0M |
| Fermata Advisors, LLC | 0.23% | Reduce -0.4% | 43,194 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | New | 43,160 | $1.0M |
| Acorn Financial Advisory Services Inc. | 0.14% | Add +17.6% | 42,904 | $1.0M |
| Brown Financial Advisory | 0.50% | Reduce -0.3% | 42,842 | $999K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +19.9% | 42,621 | $994K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -21.8% | 41,831 | $975K |
| Ameritas Investment Partners, Inc. | 0.03% | New | 41,755 | $974K |
| Cassady Wealth & Retirement Planning, LLC | 0.50% | Reduce -2.5% | 41,314 | $973K |
| Capital Investment Management, Inc. | 0.33% | Add +14.3% | 41,326 | $964K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.6% | 40,409 | $942K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +7.6% | 39,605 | $924K |
| Peregrine Asset Advisers, Inc. | 0.25% | Add +44.1% | 39,549 | $922K |
| Amicus Financial Advisors, LLC | 0.25% | Add +32.1% | 39,075 | $911K |
| Exchange Bank | 0.62% | Add +1.9% | 38,112 | $889K |
| Revisor Wealth Management LLC | 0.24% | Add +17.7% | 37,518 | $875K |
| Novem Group | 0.10% | Add +11.3% | 37,081 | $865K |
| Winebrenner Capital Management LLC | 0.55% | Add +4.8% | 36,902 | $861K |
| Advisors Asset Management, Inc. | 0.01% | Add +4.3% | 36,317 | $847K |
| WBH Advisory Inc. | 0.06% | Add +14.4% | 36,365 | $845K |
| Capitolis Liquid Global Markets LLC | 0.01% | — | 36,000 | $840K |
| Zinnia Wealth Advisory, LLC | 0.94% | Add +103.7% | 35,947 | $838K |
| Acute Investment Advisory, LLC | 9.40% | New | 35,900 | $837K |
| Armstrong Advisory Group, Inc. | 0.06% | Reduce -12.5% | 35,597 | $830K |
| Integrated Wealth Concepts LLC | 0.01% | New | 35,454 | $827K |
| New Insight Wealth Advisors | 0.29% | Reduce -3.1% | 34,785 | $811K |
| Cumberland Partners Ltd | 0.06% | Add +5.1% | 34,596 | $807K |
| J. Safra Sarasin Holding AG | 0.01% | New | 34,835 | $804K |
| Regal Investment Advisors LLC | 0.05% | Reduce -23.5% | 34,107 | $795K |
| Diversify Advisory Services, LLC | 0.12% | Reduce -92.1% | 33,625 | $790K |
| Rossby Financial, LCC | 0.17% | Add +180.6% | 33,982 | $790K |
| Keystone Wealth Services, LLC | 0.16% | New | 32,913 | $768K |
| Sunesis Advisors, LLC | 0.34% | No change | 32,395 | $755K |
| Simplicity Wealth,LLC | 0.04% | Add +53.6% | 31,436 | $733K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.3% | 30,727 | $717K |
| Aspire Private Capital, LLC | 0.16% | Add +7.7% | 30,241 | $705K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1137.9% | 29,264 | $682K |
| Nwam LLC | 0.04% | Add +4.0% | 29,234 | $682K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.1% | 29,017 | $677K |
| Independent Wealth Network Inc. | 0.20% | Add +202.0% | 28,115 | $656K |
| Inscription Capital, LLC | 0.07% | Reduce -2.1% | 27,407 | $639K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -21.1% | 27,111 | $632K |
| Visionary Wealth Advisors | 0.03% | Add +13.5% | 26,933 | $628K |
| Brandywine Asset Management, Inc. | 0.49% | Add +1.8% | 26,607 | $621K |
| FMR LLC | 0.00% | Add +392.9% | 26,624 | $621K |
| Godshalk Welsh Capital Management, Inc. | 0.35% | No change | 26,250 | $612K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -99.6% | 26,224 | $612K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +16.5% | 25,997 | $606K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.0% | 25,367 | $592K |
| Atria Investments, Inc | 0.01% | Reduce -59.6% | 24,993 | $583K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -67.5% | 24,951 | $582K |
| Western Wealth Management, LLC | 0.02% | Add +76.4% | 24,899 | $581K |
| TMB Capital Partners, LLC | 0.19% | Add +3.9% | 24,617 | $574K |
| Gateway Wealth Partners, LLC | 0.02% | New | 24,437 | $570K |
| Index Fund Advisors, Inc. | 0.03% | Add +3.0% | 24,356 | $568K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +29.5% | 24,281 | $566K |
| Sandro Wealth Management LLC | 0.45% | Add +55.7% | 24,026 | $560K |
| Leslie Global Wealth, LLC | 0.29% | Reduce -21.2% | 23,497 | $548K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -2.2% | 23,493 | $548K |
| Millennium Management | 0.00% | New | 23,417 | $546K |
| Next Level Wealth Planning, LLC | 0.28% | Add +37.4% | 23,165 | $540K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -10.7% | 23,022 | $537K |
| Yoffe Investment Management, LLC | 0.68% | Add +0.5% | 22,809 | $532K |
| Cary Street Partners Investment Advisory LLC | 0.13% | Add +13.2% | 22,411 | $523K |
| Avior Wealth Management, LLC | 0.01% | Add +2.0% | 22,272 | $519K |
| Center For Asset Management LLC | 0.26% | Add +16.0% | 22,138 | $516K |
| Portland Financial Advisors Inc | 1.06% | Add +7.7% | 21,841 | $509K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -4.5% | 21,726 | $507K |
| Clearstead Advisors, LLC | 0.00% | Reduce -95.6% | 21,302 | $497K |
| Institute for Wealth Management, LLC. | 0.05% | New | 21,276 | $496K |
| OneAscent Financial Services LLC | 0.03% | Add +47.9% | 21,068 | $491K |
| Smartleaf Asset Management LLC | 0.02% | Add +1165.1% | 21,253 | $491K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -8.4% | 20,930 | $488K |
| Compass Capital Corp. /Ma/ | 0.17% | Reduce -0.4% | 20,628 | $483K |
| Fairman Group, LLC | 0.41% | Reduce -3.1% | 20,680 | $482K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 20,561 | $479K |
| Joseph P. Lucia & Associates, LLC | 0.17% | Add +22.0% | 20,551 | $479K |
| DAVENPORT & Co LLC | 0.00% | Add +4.8% | 20,333 | $474K |
| Blair William & Co. | 0.00% | Add +0.9% | 19,973 | $466K |
| Investment Research & Advisory Group, Inc. | 0.16% | Add +6.7% | 19,779 | $461K |
| Synergy Asset Management, LLC | 0.05% | Add +11.4% | 19,697 | $459K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.0% | 19,491 | $455K |
| WealthPoint Financial, LLC | 0.38% | Add +26.8% | 19,339 | $451K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -73.2% | 19,129 | $446K |
| Wealthspire Retirement, LLC | 0.03% | Add +21.8% | 19,044 | $444K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +8.7% | 18,380 | $429K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +11.6% | 18,052 | $421K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.37% | Add +5.0% | 17,907 | $418K |
| Instrumental Wealth, LLC | 0.25% | Add +1.4% | 17,676 | $412K |
| Corient Private Wealth LP | 0.00% | Add +90.3% | 32,982 | $409K |
| Sanchez Levi Garrett | 0.26% | — | 17,533 | $409K |
| National Bank of Canada | 0.00% | Add +28.1% | 17,493 | $408K |
| Investment Advisory Group, LLC | 0.10% | Add +13.5% | 17,108 | $399K |
| Madden Advisory Services, Inc. | 0.16% | Add +6.3% | 16,928 | $395K |
| TBH Global Asset Management, LLC | 0.08% | New | 16,885 | $394K |
| LaFleur & Godfrey LLC | 0.05% | Add +3.5% | 16,884 | $394K |
| Advisory Services Network, LLC | 0.01% | Add +4.4% | 16,809 | $392K |
| NorthStar Asset Management LLC | 0.19% | Reduce -8.1% | 16,594 | $387K |
| Ballast Rock Private Wealth LLC | 0.21% | Add +1.4% | 16,531 | $385K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.3% | 16,494 | $384K |
| Captrust Financial Advisors | 0.00% | Add +9.3% | 16,451 | $384K |
| Lynx Investment Advisory | 0.18% | Add +4.1% | 15,999 | $373K |
| Betterment LLC | 0.00% | Add +22.6% | 15,749 | $367K |
| Almanack Investment Partners, LLC. | 0.06% | New | 15,539 | $362K |
| Strategic Investment Advisors / MI | 0.02% | Add +21.0% | 15,400 | $359K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -41.4% | 15,019 | $350K |
| Private Wealth Group, LLC | 0.16% | Add +4.9% | 14,939 | $348K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -9.7% | 14,909 | $348K |
| Bright Futures Wealth Management, LLC. | 0.24% | Add +0.6% | 14,903 | $348K |
| McDonald Partners LLC | 0.08% | New | 14,903 | $348K |
| WealthTrak Capital Management LLC | 0.25% | Add +48.8% | 14,808 | $345K |
| WPG Advisers, LLC | 0.25% | Reduce -2.5% | 14,726 | $343K |
| Huntington National Bank | 0.00% | New | 14,535 | $339K |
| Peak Financial Advisors LLC | 0.15% | Reduce -15.2% | 14,503 | $338K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 14,370 | $335K |
| Vise Technologies, Inc. | 0.01% | No change | 13,772 | $326K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.9% | 13,920 | $325K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.1% | 13,856 | $323K |
| Parkwoods Wealth Partners, LLC | 0.08% | Reduce -2.6% | 13,793 | $322K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -18.7% | 13,649 | $318K |
| Planwiser Financial, LLC | 0.23% | Add +15.5% | 13,489 | $318K |
| Key Financial Inc | 0.06% | No change | 13,568 | $316K |
| Hegarty Advisors, LLC | 0.25% | Add +1.1% | 13,413 | $313K |
| BlueStem Wealth Partners, LLC | 0.03% | Add +7.6% | 13,175 | $307K |
| Laurel Oak Wealth Management, LLC | 0.05% | Add +4.9% | 13,152 | $307K |
| Concorde Asset Management, LLC | 0.15% | Reduce -60.3% | 12,962 | $302K |
| Westco Advisory Services Inc. | 0.19% | Add +12.3% | 12,792 | $298K |
| Ritholtz Wealth Management | 0.01% | New | 12,635 | $295K |
| Global View Capital Management LLC | 0.08% | Reduce -30.5% | 12,609 | $294K |
| FLC Capital Advisors | 0.05% | No change | 12,575 | $293K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +21.3% | 12,416 | $290K |
| FSB Premier Wealth Management, Inc. | 0.09% | Add +0.1% | 12,353 | $288K |
| Howard Wealth Management, LLC | 0.12% | Reduce -4.9% | 12,206 | $285K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Add +7.8% | 12,191 | $284K |
| Sightline Wealth Advisors, LLC | 0.12% | Add +36.7% | 12,120 | $283K |
| Leo Wealth, LLC | 0.02% | New | 12,061 | $281K |
| Garton & Associates Financial Advisors LLC | 0.22% | Reduce -48.4% | 11,647 | $272K |
| Phillips Financial Management, LLC | 0.02% | Reduce -0.9% | 11,647 | $272K |
| Triad Wealth Partners, LLC | 0.02% | New | 11,353 | $265K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.6% | 11,343 | $265K |
| Focus Partners Wealth | 0.00% | Add +30.8% | 11,330 | $264K |
| Ariadne Wealth Management, LP | 0.12% | Reduce -6.6% | 11,283 | $263K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -30.9% | 11,202 | $261K |
| Dunhill Financial, LLC | 0.06% | New | 11,039 | $257K |
| HUB Investment Partners, LLC | 0.01% | Reduce -4.3% | 11,000 | $257K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.4% | 10,931 | $255K |
| Holderness Investments Co. | 0.05% | Add +0.2% | 10,778 | $251K |
| Balefire, LLC | 0.05% | Reduce -89.4% | 10,611 | $247K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -39.3% | 10,477 | $244K |
| Keystone Financial Group | 0.02% | No change | 10,475 | $244K |
| Mechanics Financial Corp | 0.10% | Reduce -7.2% | 10,390 | $242K |
| Fortis Capital Advisors, LLC | 0.03% | Add +18.3% | 10,339 | $241K |
| BCS Wealth Management | 0.05% | Reduce -45.3% | 10,308 | $240K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.3% | 10,183 | $237K |
| Spectrum Strategic Capital Management, LLC | 0.13% | Reduce -0.6% | 10,128 | $236K |
| Box Hill Private Wealth LLC | 0.23% | Reduce -11.8% | 10,069 | $235K |
| S Harris Financial Group, LLC | 0.21% | New | 10,017 | $234K |
| PFG Investments, LLC | 0.01% | Add +13.5% | 9,994 | $233K |
| Obermeyer Wealth Partners | 0.01% | No change | 9,795 | $228K |
| Advisor Resource Council | 0.09% | Add +0.9% | 9,661 | $225K |
| Bank of Montreal | 0.00% | No change | 9,660 | $225K |
| KWB Wealth | 0.02% | Reduce -1.3% | 9,393 | $222K |
| Sowell Financial Services LLC | 0.01% | Add +10.8% | 9,441 | $220K |
| Summit Financial Wealth Advisors, LLC | 0.03% | No change | 9,300 | $217K |
| Scott Capital Advisors, LLC | 0.04% | Reduce -19.7% | 9,136 | $214K |
| Centennial Bank | 0.08% | No change | 9,159 | $214K |
| Avory & Company, LLC | 0.27% | New | 9,062 | $211K |
| Mueller Wealth, LLC | 0.17% | New | 9,033 | $211K |
| KLCM Advisors, Inc. | 0.02% | Reduce -8.3% | 8,945 | $209K |
| Miramontes Capital, LLC | 0.07% | New | 8,921 | $208K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +1.2% | 8,782 | $205K |
| AMG National Trust Bank | 0.00% | No change | 8,735 | $204K |
| PMG Family Office LLC | 0.23% | New | 8,717 | $203K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -5.1% | 8,714 | $203K |
| Founders Financial Securities LLC | 0.01% | Add +0.8% | 8,595 | $202K |
| Moneco Advisors, LLC | 0.02% | Reduce -6.2% | 8,591 | $200K |
| American National Bank & Trust | 0.02% | No change | 8,002 | $187K |
| Arax Advisory Partners | 0.01% | Add +235.3% | 7,540 | $177K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.7% | 7,459 | $174K |
| Clean Yield Group | 0.05% | New | 7,364 | $172K |
| Triumph Capital Management | 0.04% | Add +90.5% | 7,305 | $170K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 7,275 | $170K |
| Innovative Asset Advisors Group, LLC | 0.10% | — | 7,268 | $169K |
| CoreCap Advisors, LLC | 0.01% | Add +51.6% | 7,133 | $166K |
| Duncker Streett & Co. Inc. | 0.03% | Add +49.1% | 6,870 | $160K |
| International Assets Investment Management, LLC | 0.01% | Reduce -9.3% | 6,692 | $156K |
| Realta Investment Advisors | 0.05% | Reduce -9.2% | 6,008 | $140K |
| Strategic Advocates LLC | 0.61% | New | 5,924 | $138K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -3.3% | 5,293 | $123K |
| Sunrise Financial Services, LLC | 0.09% | Reduce -44.1% | 5,199 | $121K |
| WFA of San Diego, LLC | 0.09% | No change | 4,624 | $108K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,619 | $108K |
| Battery Global Advisors, LLC | 0.06% | No change | 4,596 | $107K |
| Byrne Asset Management LLC | 0.06% | New | 6,298 | $106K |
| Silver Grove Financial Group, Inc. | 0.08% | Add +4.8% | 4,483 | $105K |
| Waverly Advisors, LLC | 0.00% | New | 4,246 | $99K |
| Ameriflex Group, Inc. | 0.05% | Reduce -58.8% | 4,238 | $99K |
| CX Institutional | 0.00% | Add +1.2% | 4,214 | $98K |
| Allworth Financial LP | 0.00% | Add +84.4% | 4,182 | $98K |
| Grove Bank & Trust | 0.01% | No change | 4,132 | $96K |
| Greykasell Wealth Strategies, Inc. | 0.03% | Add +0.1% | 3,512 | $82K |
| PlanVest Financial, Inc | 0.06% | — | 3,344 | $78K |
| Activest Wealth Management | 0.01% | New | 3,200 | $75K |
| MAI Capital Management | 0.00% | Reduce -3.6% | 2,844 | $66K |
| Chapman Financial Group, LLC | 0.04% | Add +0.2% | 2,301 | $54K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -0.6% | 2,228 | $52K |
| IFG Advisory, LLC | 0.15% | New | 2,224 | $52K |
| Simplex Trading, LLC | 0.00% | New | 2,193 | $51K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -22.3% | 2,190 | $51K |
| Howe & Rusling Inc. | 0.00% | Reduce -4.8% | 2,179 | $51K |
| Golden State Wealth Management, LLC | 0.00% | Add +15.8% | 1,888 | $44K |
| Clarity Asset Management, Inc. | 0.02% | New | 1,887 | $44K |
| Spire Wealth Management | 0.00% | No change | 1,801 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.6% | 1,807 | $42K |
| Signature Equity Partners, LLC | 0.02% | No change | 1,770 | $41K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +54.7% | 1,762 | $41K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.3% | 1,666 | $39K |
| Meramec Financial Planners, LLC | 0.01% | No change | 1,552 | $37K |
| Private Trust Co. NA | 0.00% | Add +208.8% | 1,544 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 1,364 | $32K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,343 | $31K |
| Urban Financial Advisory Corp | 0.01% | Reduce -19.1% | 1,341 | $31K |
| NFSG Corp | 0.01% | Add +0.4% | 1,316 | $31K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 1,213 | $28K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1,164 | $27K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 1,091 | $25K |
| DB Fitzpatrick & Co, Inc | 0.02% | No change | 1,004 | $23K |
| South Plains Financial, Inc. | 0.01% | Reduce -85.3% | 996 | $23K |
| Motco | 0.00% | Add +2074.4% | 935 | $22K |
| POM Investment Strategies, LLC | 0.03% | New | 931 | $22K |
| Bogart Wealth, LLC | 0.00% | Reduce -59.8% | 916 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -80.6% | 876 | $20K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 767 | $18K |
| Larson Financial Group LLC | 0.00% | No change | 600 | $14K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -3.1% | 571 | $13K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 487 | $11K |
| Bernard Wealth Management Corp. | 0.00% | Add +9.3% | 481 | $11K |
| Archer Investment Corp | 0.00% | No change | 475 | $11K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 464 | $11K |
| Parallel Advisors, LLC | 0.00% | Reduce -83.5% | 436 | $10K |
| Graney & King, LLC | 0.01% | Reduce -19.5% | 429 | $10K |
| Signaturefd, LLC | 0.00% | Add +329.0% | 429 | $10K |
| Rogco, LP | 0.00% | No change | 428 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | New | 416 | $10K |
| Ascentis Independent Advisors | 0.00% | New | 400 | $9K |
| First Community Trust NA | 0.01% | New | 395 | $9K |
| Truvestments Capital LLC | 0.00% | New | 320 | $7K |
| Tucker Asset Management LLC | 0.00% | Reduce -76.7% | 311 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -17.5% | 307 | $7K |
| Richardson Financial Services Inc. | 0.00% | Add +2.3% | 273 | $6K |
| Pflug Koory, LLC | 0.00% | Add +1.1% | 265 | $6K |
| Blue Trust, Inc. | 0.00% | Reduce -47.5% | 251 | $6K |
| Park Square Financial Group, LLC | 0.04% | New | 250 | $6K |
| St Germain D J Co. Inc. | 0.00% | Add +0.9% | 229 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 229 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $5K |
| Evolution Wealth Management Inc. | 0.00% | No change | 184 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 162 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 155 | $4K |
| Hurley Capital, LLC | 0.00% | No change | 151 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 142 | $3K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -3.4% | 142 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 135 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +311.1% | 111 | $3K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 105 | $2K |
| Eastern Bank | 0.00% | New | 97 | $2K |
| Destiny Wealth Partners, LLC | 0.00% | New | 88 | $2K |
| True Link Financial Advisors, LLC | 0.00% | New | 85 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 56 | $1K |
| Tidemark, LLC | 0.00% | No change | 27 | $630 |
| Burk Holdings LLC | 0.00% | New | 4 | $93 |
| Russell Investments Group, Ltd. | 0.00% | New | 4 | $90 |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 2 | $47 |
"% of holder's portfolio" is SPHY's weight in each manager's 13F, not the share of SS SPDR P High Yield ETF the manager owns.