SS SPDR P High Yield ETFSPHYETF
13F holders, Q2 2026 (June 30)558holders +29
67new positions
36sold out
1famous investor
$23.42avg. 13F price*
At the end of Q2 2026, 558 institutions reported holding SS SPDR P High Yield ETF (SPHY) in their 13F filings, up 29 from Q1 2026. 67 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($694.9M), Sei Investments Co. ($496.2M) and Ilmarinen Mutual Pension Insurance Co ($491.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P High Yield ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $261.3M |
| Exits | 36 | $29.1M |
All 13F filers, Q1 2026 → Q2 2026: 51,982,554 shares bought and 11,083,594 shares sold, net +40,898,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 558 holders
| Bank of America Corp. | 0.04% | Add +4.0% | 29,646,388 | $694.9M |
| Sei Investments Co. | 0.44% | Add +6.7% | 21,167,136 | $496.2M |
| Ilmarinen Mutual Pension Insurance Co | 3.32% | Add +2.4% | 20,950,000 | $491.1M |
| Elo Mutual Pension Insurance Co | 4.31% | Add +140.3% | 14,297,990 | $335.1M |
| Wells Fargo & Company | 0.05% | Add +14.9% | 12,303,896 | $288.4M |
| LPL Financial LLC | 0.05% | Add +5.4% | 9,808,661 | $229.9M |
| Ameriprise Financial Inc. | 0.04% | Add +5.5% | 9,384,581 | $219.9M |
| Neuberger Berman Group LLC | 0.14% | Reduce -8.0% | 8,848,319 | $207.4M |
| Municipal Employees' Retirement System of Michigan | 2.12% | No change | 8,191,734 | $192.0M |
| Vantagepoint Investment Advisers LLC | 1.31% | Reduce -1.7% | 7,482,790 | $175.4M |
| US Bancorp \de | 0.18% | Add +7.0% | 7,165,855 | $168.0M |
| Morgan Stanley | 0.01% | Add +19.0% | 7,045,830 | $165.2M |
| Envestnet Asset Management Inc. | 0.04% | Add +37.5% | 6,981,977 | $163.7M |
| Ocean Park Asset Management, LLC | 6.86% | Add +53.4% | 6,080,823 | $142.5M |
| Asset Management One Co., Ltd. | 0.32% | Add +18.7% | 5,253,420 | $123.1M |
| Advisory Alpha, LLC | 2.73% | Reduce -0.0% | 4,753,003 | $111.4M |
| Creative Planning | 0.06% | Reduce -3.1% | 4,593,718 | $107.7M |
| MML Investors Services, LLC | 0.20% | Add +31.9% | 4,250,148 | $99.6M |
| Cetera Investment Advisers | 0.08% | Add +11.7% | 3,973,776 | $93.1M |
| 1832 Asset Management L.P. | 0.11% | Add +3.0% | 3,705,252 | $86.9M |
| Advisors Capital Management, LLC | 0.89% | Add +6.4% | 3,543,042 | $83.0M |
| Kensington Asset Management, LLC | 4.41% | Add +10.4% | 3,453,978 | $81.0M |
| NEOS Investment Management LLC | 0.26% | New | 2,994,391 | $69.8M |
| Conning Inc. | 1.99% | Add +166.3% | 2,726,004 | $63.9M |
| Capital Analysts, LLC | 1.39% | Add +7.7% | 2,566,978 | $60.2M |
| Exchange Traded Concepts, LLC | 0.29% | Add +36.8% | 2,466,721 | $57.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 2,170,858 | $50.9M |
| Benjamin Edwards Inc. | 0.44% | Add +35.4% | 2,042,877 | $47.9M |
| Toews Corp. | 6.60% | New | 1,932,100 | $45.3M |
| Horizon Investments, LLC | 0.48% | Add +32.1% | 2,096,034 | $44.1M |
| State Street Corp. | 0.00% | Add +81.9% | 1,866,599 | $43.8M |
| Apella Capital, LLC | 0.60% | Add +15.8% | 1,803,063 | $42.1M |
| Bokf, NA | 0.56% | Reduce -0.2% | 1,744,546 | $40.9M |
| iA Global Asset Management Inc. | 0.46% | Add +491.1% | 1,645,502 | $38.6M |
| Cornerstone Enterprises, LLC | 17.57% | Reduce -0.6% | 1,643,374 | $38.5M |
| State of New Jersey Common Pension Fund D | 0.13% | No change | 1,566,858 | $36.7M |
| Assetmark, Inc. | 0.06% | Add +10.7% | 1,514,621 | $35.5M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +40.9% | 1,494,343 | $35.0M |
| UBS Group AG | 0.01% | Add +9.3% | 1,493,971 | $35.0M |
| Iowa State Bank | 5.62% | Add +3.1% | 1,435,573 | $33.6M |
| Donoghue Forlines LLC | 8.35% | New | 1,377,655 | $32.3M |
| Diversify Advisory Services, LLC | 0.54% | Add +3987.3% | 1,374,361 | $31.9M |
| Diversify Wealth Management, LLC | 0.54% | Add +16.6% | 1,374,361 | $31.9M |
| Truist Financial Corp. | 0.04% | Add +92.2% | 1,355,880 | $31.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.5% | 1,344,187 | $31.5M |
| CNO Financial Group, Inc. | 17.16% | No change | 1,279,000 | $30.0M |
| Kohmann Bosshard Financial Services, LLC | 2.49% | Add +11.9% | 1,251,852 | $29.3M |
| Thrivent Financial for Lutherans | 0.05% | Add +36.2% | 1,221,638 | $28.6M |
| Jones Financial Companies LLLP | 0.01% | Add +38.4% | 1,217,495 | $28.5M |
| SageView Advisory Group, LLC | 0.93% | Reduce -8.3% | 1,209,597 | $28.4M |
| American Century Companies Inc. | 0.01% | Reduce -56.6% | 1,165,570 | $27.3M |
| Franklin Resources Inc. | 0.01% | Add +1.2% | 1,163,551 | $27.3M |
| Voya Investment Management LLC | 0.03% | Add +7.4% | 1,151,371 | $27.0M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -2.2% | 1,138,779 | $26.7M |
| Madison Asset Management, LLC | 0.31% | Add +3.3% | 1,107,255 | $26.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -15.1% | 1,085,721 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +12.6% | 1,036,240 | $24.3M |
| RFG Holdings, Inc. | 5.00% | Add +4.0% | 1,016,827 | $23.8M |
| Jane Street Group, LLC | 0.01% | New | 978,295 | $22.9M |
| Bank of New York Mellon Corp | 0.00% | Add +6.3% | 942,535 | $22.1M |
| AlphaStar Capital Management, LLC | 1.35% | Add +14.0% | 907,253 | $21.3M |
| Alaska Permanent Capital Management, LLC | 1.35% | Add +39.4% | 885,285 | $20.7M |
| Asset Allocation & Management Company, LLC | 6.18% | No change | 804,501 | $18.9M |
| Inspire Advisors, LLC | 1.27% | Add +5.8% | 781,210 | $18.3M |
| Christine Messmer PC | 10.31% | Add +4.2% | 780,662 | $18.3M |
| Nepc LLC | 0.33% | Add +127.3% | 750,656 | $17.6M |
| SAM Advisors, LLC | 4.77% | Add +4.4% | 746,103 | $17.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -25.8% | 742,729 | $17.4M |
| Equitable Holdings, Inc. | 0.10% | Add +2.1% | 740,937 | $17.3M |
| Old Mission Capital LLC | 0.44% | New | 737,048 | $17.3M |
| New York Life Investment Management LLC | 0.12% | New | 716,537 | $16.8M |
| Smith Salley Wealth Management | 0.73% | Add +293.9% | 715,925 | $16.8M |
| Willis Johnson & Associates, Inc. | 0.91% | Add +2.5% | 698,761 | $16.4M |
| Financial Futures Ltd Liability Co. | 6.08% | Add +5.3% | 681,170 | $16.0M |
| Retiremitten Financial LLC | 6.35% | Add +10.3% | 642,152 | $15.1M |
| Clearstead Advisors, LLC | 0.14% | Add +2895.2% | 638,026 | $15.0M |
| Mgo One Seven LLC | 0.25% | Add +5.1% | 634,522 | $14.9M |
| Farther Finance Advisors, LLC | 0.12% | Add +10.1% | 633,578 | $14.9M |
| Deutsche Bank AG | 0.00% | Add +34.0% | 601,456 | $14.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +167.7% | 599,927 | $14.1M |
| Belpointe Asset Management LLC | 0.46% | Reduce -33.1% | 598,550 | $14.0M |
| Ssi Investment Management LLC | 4.71% | Add +125.5% | 584,134 | $13.7M |
| Foundations Investment Advisors, LLC | 0.14% | Add +53.8% | 579,909 | $13.6M |
| Hilltop Partners LLC | 3.16% | Reduce -3.5% | 555,583 | $13.0M |
| Syntegra Private Wealth Group, LLC | 1.00% | Reduce -29.4% | 548,569 | $12.9M |
| MetLife Investment Management, LLC | 0.06% | Reduce -68.7% | 524,673 | $12.3M |
| Tower Research Capital LLC (TRC) | 0.30% | New | 521,002 | $12.2M |
| Horizon Financial Services, LLC | 4.58% | Add +3.8% | 509,747 | $11.9M |
| WCG Wealth Advisors LLC | 0.28% | Add +20.8% | 506,929 | $11.9M |
| DT Investment Partners, LLC | 0.87% | Add +1.6% | 495,845 | $11.6M |
| Onyx Bridge Wealth Group LLC | 1.05% | Add +934.1% | 495,553 | $11.6M |
| 5th Street Advisors, LLC | 4.50% | Add +30.4% | 495,546 | $11.6M |
| S&A Financial Services, Inc. | 6.92% | Add +13.1% | 483,315 | $11.3M |
| Financial Advisory Partners, LLC | 2.90% | Add +5.9% | 473,062 | $11.1M |
| Quartz Partners, LLC | 3.59% | Add +2.3% | 467,208 | $11.0M |
| Choreo, LLC | 0.12% | Add +4.1% | 449,900 | $10.5M |
| Carolina Wealth Advisors, LLC | 3.88% | Add +1.7% | 422,552 | $9.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.3% | 415,393 | $9.7M |
| Keeler Thomas Management LLC | 3.31% | Add +3.2% | 398,471 | $9.3M |
| Stifel Financial Corp. | 0.01% | Add +0.8% | 398,460 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Add +16.6% | 395,267 | $9.3M |
| Moller Wealth Partners | 1.67% | Add +34.2% | 392,827 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +4.7% | 382,305 | $9.0M |
| Merit Financial Group, LLC | 0.06% | Add +14.2% | 380,909 | $8.9M |
| Bensler, LLC | 0.79% | Reduce -10.5% | 378,760 | $8.9M |
| Pinnacle Wealth Management, LLC | 5.47% | Reduce -1.3% | 376,967 | $8.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +124.9% | 371,477 | $8.7M |
| Sound Income Strategies, LLC | 0.39% | Add +22.7% | 369,907 | $8.7M |
| Csenge Advisory Group | 0.35% | Add +1.6% | 365,215 | $8.6M |
| &partners | 0.03% | Reduce -2.8% | 356,045 | $8.3M |
| Omega Financial Group, LLC | 2.54% | Add +2.5% | 355,595 | $8.3M |
| Arkadios Wealth Advisors | 0.13% | Add +9.8% | 355,300 | $8.3M |
| Stadion Money Management, LLC | 0.71% | Reduce -0.8% | 352,546 | $8.2M |
| Fifth Third Securities, Inc. | 0.47% | Add +22.5% | 350,060 | $8.2M |
| NewSquare Capital LLC | 0.60% | Add +1.5% | 345,738 | $8.1M |
| ProVise Management Group, LLC | 0.54% | Add +4.1% | 343,849 | $8.1M |
| National Bank of Canada | 0.01% | Add +1864.8% | 343,693 | $8.1M |
| NewEdge Advisors, LLC | 0.02% | Add +26.4% | 334,333 | $7.8M |
| HighPoint Advisor Group LLC | 0.27% | Add +4.5% | 332,710 | $7.8M |
| Cambria Investment Management, L.P. | 0.38% | Add +81.3% | 329,256 | $7.7M |
| Horizon Investment Services, LLC | 2.06% | Reduce -9.4% | 316,455 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +31.9% | 292,641 | $6.9M |
| Waterloo Capital, L.P. | 0.38% | Add +0.1% | 289,526 | $6.8M |
| Stock Yards Bank & Trust Co. | 0.19% | Add +2.0% | 279,687 | $6.6M |
| Simplicity Wealth,LLC | 0.22% | Add +786.9% | 278,790 | $6.5M |
| AE Wealth Management LLC | 0.03% | Reduce -16.5% | 278,112 | $6.5M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -3.4% | 275,908 | $6.5M |
| Aire Advisors, LLC | 1.03% | Add +4.1% | 270,989 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +47.5% | 267,352 | $6.3M |
| Optas, LLC | 0.88% | Reduce -0.3% | 266,576 | $6.2M |
| SigFig Wealth Management, LLC | 0.16% | Add +20.4% | 263,612 | $6.2M |
| Central Pacific Bank - Trust Division | 0.65% | Add +125.1% | 263,335 | $6.2M |
| GenTrust, LLC | 0.23% | New | 260,504 | $6.1M |
| Rialto Wealth Management, LLC | 1.20% | Add +18.7% | 259,252 | $6.1M |
| One Capital Management, LLC | 0.17% | No change | 260,443 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.1% | 257,184 | $6.0M |
| HF Advisory Group, LLC | 1.83% | Add +10.5% | 253,222 | $5.9M |
| Stonebridge Financial Planning Group, LLC | 1.89% | Add +1.0% | 252,723 | $5.9M |
| Hurlow Wealth Management Group, Inc. | 1.22% | Add +8.8% | 250,032 | $5.9M |
| BlackRock, Inc. | 0.00% | Add +17.4% | 246,794 | $5.8M |
| Arvest Investments, Inc. | 0.69% | Add +13.9% | 242,141 | $5.7M |
| Maia Wealth LLC | 0.83% | Add +29.4% | 239,742 | $5.6M |
| RFG Advisory, LLC | 0.09% | Add +12.8% | 237,138 | $5.6M |
| Vicus Capital | 0.36% | Add +22.2% | 234,731 | $5.5M |
| Wealth Forward, LLC | 2.74% | Add +0.3% | 234,315 | $5.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -80.9% | 190,127 | $5.5M |
| Impact Partnership Wealth, LLC | 0.52% | Reduce -30.6% | 229,119 | $5.4M |
| Winthrop Capital Management, LLC | 1.29% | Add +1.4% | 228,145 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 226,448 | $5.3M |
| 49 Wealth Management, LLC | 0.98% | Reduce -90.0% | 219,144 | $5.1M |
| Alongside, LLC | 0.98% | — | 219,144 | $5.1M |
| Bauman Advisory Group, LLC | 2.71% | Add +17.9% | 218,613 | $5.1M |
| Trustmark Bank Trust Department | 0.30% | No change | 213,174 | $5.0M |
| Mariner, LLC | 0.01% | Reduce -7.0% | 211,468 | $5.0M |
| Retirement Planning Group, LLC | 0.13% | New | 211,339 | $5.0M |
| Alaska Wealth Advisors, LLC | 0.52% | Add +8.5% | 205,021 | $4.8M |
| Carl P. Sherr & Co., LLC | 2.00% | Add +7.0% | 204,072 | $4.8M |
| IFP Advisors, Inc | 0.09% | Add +15.4% | 202,937 | $4.8M |
| Childress Capital Advisors, LLC | 0.76% | New | 198,890 | $4.7M |
| Convergence Financial, LLC | 0.36% | Add +2.5% | 190,926 | $4.5M |
| Empowered Funds, LLC | 0.02% | Add +22.3% | 190,460 | $4.4M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +269.7% | 187,494 | $4.4M |
| Lanark Financial, Inc. | 0.30% | Add +4.5% | 187,043 | $4.4M |
| Curran Financial Partners, LLC | 0.65% | Reduce -59.1% | 185,462 | $4.3M |
| Hobart Private Capital, LLC | 0.74% | Reduce -0.7% | 185,103 | $4.3M |
| Systelligence, LLC | 0.72% | Add +3.0% | 185,053 | $4.3M |
| Natixis Advisors, LLC | 0.00% | Add +36.0% | 184,906 | $4.3M |
| Jordan Park Group LLC | 0.22% | Add +190.0% | 184,387 | $4.3M |
| Focus Partners Wealth | 0.00% | Add +1519.5% | 183,490 | $4.3M |
| Global Retirement Partners, LLC | 0.07% | — | 183,157 | $4.3M |
| Verus Wealth Management, LLC | 3.51% | Add +7.2% | 181,764 | $4.3M |
| Stephens Inc. | 0.05% | Add +13.1% | 180,273 | $4.2M |
| Diversified Enterprises, LLC | 0.20% | Add +6.5% | 173,484 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.5% | 170,492 | $4.0M |
| CGN Advisors LLC | 0.29% | Add +3.3% | 169,360 | $4.0M |
| Strategic Financial Group, LLC | 3.69% | Add +1.1% | 164,163 | $3.8M |
| Planwiser Financial, LLC | 2.57% | Add +1070.0% | 157,816 | $3.7M |
| Seeds Investor LLC | 0.38% | Add +10.2% | 155,994 | $3.7M |
| Appleton Partners Inc. | 0.22% | Add +7.5% | 155,989 | $3.7M |
| Meriwether Wealth & Planning, LLC | 1.81% | Add +1.8% | 155,345 | $3.6M |
| Great Diamond Partners, LLC | 0.61% | Add +4.8% | 151,055 | $3.5M |
| K2 Financial Inc. | 2.45% | Add +4.9% | 148,763 | $3.5M |
| Brighton Securities Corp. | 1.46% | Add +2.8% | 144,588 | $3.4M |
| Allianz Asset Management GmbH | 0.00% | Add +37.8% | 141,200 | $3.3M |
| Compound Planning, Inc. | 0.09% | Add +2.3% | 139,317 | $3.3M |
| Cedar Point Capital Partners, LLC | 1.87% | Add +1.9% | 138,497 | $3.2M |
| Citigroup Inc. | 0.00% | Add +61.4% | 137,204 | $3.2M |
| Michels Family Financial, LLC | 2.05% | Add +1.1% | 136,293 | $3.2M |
| Modern Wealth Management, LLC | 0.04% | Add +20.3% | 135,727 | $3.2M |
| Calamos Advisors LLC | 0.02% | Reduce -12.5% | 134,589 | $3.2M |
| Towne Trust Company, N.A | 0.96% | Add +15.7% | 134,155 | $3.1M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -6.4% | 129,284 | $3.0M |
| Mission Hills Financial Advisory, LLC | 1.32% | Add +39.3% | 128,507 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Add +60.0% | 126,901 | $3.0M |
| Serenity Investment Advisors | 1.26% | Add +8.3% | 127,299 | $3.0M |
| Ironwood Financial, llc | 0.46% | New | 127,326 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -42.5% | 125,427 | $2.9M |
| Principal Securities, Inc. | 0.03% | Add +16.0% | 122,603 | $2.9M |
| Fiduciary Alliance LLC | 0.19% | Add +0.7% | 122,017 | $2.9M |
| Timonier Family Office, LTD. | 0.80% | — | 121,121 | $2.8M |
| Brookstone Capital Management | 0.03% | Add +21.1% | 120,399 | $2.8M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -3.0% | 117,546 | $2.8M |
| Summit Financial, LLC | 0.03% | Add +37.7% | 117,493 | $2.8M |
| Auour Investments LLC | 0.79% | Add +4.1% | 117,179 | $2.7M |
| Veery Capital, LLC | 0.74% | Add +4.0% | 117,080 | $2.7M |
| Atlas Private Wealth Advisors | 0.60% | Reduce -72.4% | 116,453 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -21.0% | 113,786 | $2.7M |
| Foster & Motley Inc. | 0.12% | Add +11.3% | 113,681 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.3% | 109,346 | $2.6M |
| MCF Advisors LLC | 0.09% | Reduce -0.1% | 107,952 | $2.5M |
| Scotia Capital Inc. | 0.01% | Add +6.0% | 107,079 | $2.5M |
| Caitlin John, LLC | 1.37% | Reduce -56.3% | 106,827 | $2.5M |
| StoneX Group Inc. | 0.10% | Add +5.4% | 106,646 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +4.9% | 106,535 | $2.5M |
| Elm3 Financial Group, LLC | 1.71% | Add +2.4% | 106,362 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +4.0% | 105,886 | $2.5M |
| Victory Capital Management Inc. | 0.00% | No change | 105,000 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.1% | 104,772 | $2.5M |
| Sound Stewardship, LLC | 1.01% | Add +6.9% | 104,502 | $2.4M |
| Allstreet Capital Advisors LLC | 1.59% | Add +2.9% | 104,380 | $2.4M |
| Cannon Wealth Management Services, LLC | 1.34% | Reduce -0.1% | 104,368 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 98,393 | $2.3M |
| Martel Wealth Advisors LLC | 0.36% | Add +2.3% | 97,475 | $2.3M |
| LVZ, Inc. | 0.23% | Add +12.6% | 97,338 | $2.3M |
| Global Endowment Management, LP | 0.22% | New | 94,519 | $2.2M |
| Lantern Wealth Advisors, LLC | 1.01% | Add +32.1% | 94,384 | $2.2M |
| SBI Securities Co., Ltd. | 0.05% | Add +8.8% | 93,456 | $2.2M |
| Tenzing Financial LLC | 1.49% | Reduce -1.1% | 92,896 | $2.2M |
| IHT Wealth Management, LLC | 0.05% | Add +25.4% | 92,363 | $2.2M |
| United Advisor Group, LLC | 0.22% | Add +11.0% | 88,096 | $2.1M |
| Nikulski Financial, Inc. | 0.45% | Add +3.0% | 88,026 | $2.1M |
| Three Arch Wealth Management LLC | 0.31% | Add +10.0% | 86,363 | $2.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +44.7% | 86,181 | $2.0M |
| LaSalle St. Investment Advisors, LLC | 0.25% | Reduce -0.2% | 86,113 | $2.0M |
| Continuum Advisory, LLC | 0.16% | Add +0.3% | 84,796 | $2.0M |
| Autumn Glory Partners, LLC | 0.56% | No change | 83,542 | $2.0M |
| Sheets Smith Wealth Management | 0.19% | Add +0.2% | 79,412 | $1.9M |
| Pacific Excel Wealth Advisors, Inc. | 0.69% | New | 76,483 | $1.8M |
| Heritage Family Offices, LLP | 0.69% | Add +48.1% | 76,483 | $1.8M |
| Aurora Private Wealth, Inc. | 1.14% | Reduce -0.2% | 76,404 | $1.8M |
| Savant Capital, LLC | 0.01% | New | 73,090 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -5.8% | 70,057 | $1.6M |
| Sovran Advisors, LLC | 0.12% | Add +14.6% | 69,525 | $1.6M |
| Centaurus Financial, Inc. | 0.06% | Add +25.8% | 67,581 | $1.6M |
| Amicus Financial Advisors, LLC | 0.39% | Add +72.3% | 67,347 | $1.6M |
| Garde Capital, Inc. | 0.07% | Reduce -0.3% | 66,817 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +167.1% | 66,756 | $1.6M |
| Rede Wealth, LLC | 0.52% | Add +45.7% | 66,516 | $1.6M |
| F/m Investments LLC | 0.08% | New | 66,060 | $1.5M |
| TRB Wealth Management, LLC | 0.20% | Reduce -10.7% | 63,208 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.10% | Add +17.2% | 60,520 | $1.4M |
| World Investment Advisors | 0.02% | Reduce -5.5% | 59,877 | $1.4M |
| Symphony Financial Services, Inc. | 0.61% | Add +0.3% | 58,075 | $1.4M |
| Strategic Financial Planning, Inc. | 0.71% | New | 57,588 | $1.4M |
| Arete Wealth Advisors, LLC | 0.09% | Add +2.1% | 55,708 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +21.8% | 55,331 | $1.3M |
| Creative Financial Designs Inc. | 0.06% | Add +3.7% | 54,234 | $1.3M |
| Western Wealth Management, LLC | 0.04% | Add +117.0% | 54,030 | $1.3M |
| Capital Wealth Management, LLC | 0.30% | Add +9.8% | 53,905 | $1.3M |
| Tempus Wealth Planning, LLC | 0.24% | New | 52,438 | $1.2M |
| Independent Financial Group, LLC | 0.02% | Add +10.5% | 52,325 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +1.8% | 52,178 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +21.6% | 51,820 | $1.2M |
| Stewardship Advisors, LLC | 0.25% | Add +5.1% | 51,565 | $1.2M |
| Note Advisors, LLC | 0.51% | Add +5.8% | 50,622 | $1.2M |
| Exchange Bank | 0.74% | Add +32.2% | 50,395 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.15% | Add +15.0% | 49,358 | $1.2M |
| Heritage Oak Wealth Advisors LLC | 0.34% | New | 48,856 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +1.6% | 48,001 | $1.1M |
| Schroder Investment Management Group | 0.00% | New | 47,712 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +242.8% | 47,497 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +13.2% | 47,258 | $1.1M |
| Grantvest Financial Group LLC | 0.63% | Reduce -7.5% | 46,040 | $1.1M |
| Brown Financial Advisory | 0.45% | Add +7.4% | 45,996 | $1.1M |
| Redwood Financial Network Corp | 0.59% | Add +3.1% | 45,381 | $1.1M |
| Silver Oak Securities, Incorporated | 0.06% | Add +7.4% | 44,927 | $1.1M |
| Tenet Wealth Partners, LLC | 0.78% | — | 45,340 | $1.1M |
| Whittier Trust Co. | 0.01% | Reduce -0.2% | 43,871 | $1.0M |
| Cassady Wealth & Retirement Planning, LLC | 0.47% | Add +4.9% | 43,335 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +9.3% | 43,275 | $1.0M |
| Capital Investment Management, Inc. | 0.31% | Add +3.9% | 42,920 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +5.4% | 42,582 | $998K |
| Fermata Advisors, LLC | 0.20% | Reduce -2.3% | 42,223 | $990K |
| Savvy Advisors, Inc. | 0.02% | New | 42,185 | $989K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +57.7% | 40,999 | $961K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -5.8% | 40,674 | $953K |
| WBH Advisory Inc. | 0.06% | Add +10.9% | 40,339 | $946K |
| Novem Group | 0.09% | Add +4.5% | 38,770 | $909K |
| Rossby Financial, LCC | 0.17% | Add +13.5% | 38,564 | $904K |
| Winebrenner Capital Management LLC | 0.54% | Add +1.8% | 37,578 | $881K |
| Advisors Asset Management, Inc. | 0.01% | Add +3.1% | 37,461 | $878K |
| Cumberland Partners Ltd | 0.06% | Add +7.8% | 37,291 | $874K |
| Coppell Advisory Solutions LLC | 0.07% | New | 42,398 | $874K |
| Advisory Services Network, LLC | 0.01% | Add +118.4% | 36,713 | $861K |
| Peregrine Asset Advisers, Inc. | 0.18% | Reduce -8.4% | 36,219 | $849K |
| Capitolis Liquid Global Markets LLC | 0.00% | No change | 36,000 | $844K |
| Balefire, LLC | 0.14% | Add +232.7% | 35,302 | $827K |
| Zacks Investment Management | 0.01% | Reduce -29.8% | 35,236 | $826K |
| Revisor Wealth Management LLC | 0.20% | Reduce -7.1% | 34,851 | $817K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 34,835 | $817K |
| Acute Investment Advisory, LLC | 8.62% | Reduce -3.1% | 34,791 | $816K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -3.9% | 34,224 | $802K |
| Fifth Third Bancorp | 0.00% | Reduce -71.6% | 33,575 | $787K |
| Sandro Wealth Management LLC | 0.55% | Add +34.9% | 32,418 | $760K |
| Keystone Wealth Services, LLC | 0.14% | Reduce -1.5% | 32,409 | $760K |
| Sunesis Advisors, LLC | 0.31% | No change | 32,395 | $759K |
| Nwam LLC | 0.04% | Add +8.7% | 31,788 | $745K |
| Regal Investment Advisors LLC | 0.04% | Reduce -7.2% | 31,666 | $742K |
| Brown Wealth Management, LLC | 0.17% | New | 31,554 | $740K |
| Aspire Private Capital, LLC | 0.15% | Add +4.2% | 31,499 | $738K |
| Arax Advisory Partners | 0.00% | Add +307.2% | 30,706 | $720K |
| New Insight Wealth Advisors | 0.21% | Reduce -14.3% | 29,820 | $699K |
| Independent Wealth Network Inc. | 0.18% | Add +5.9% | 29,763 | $698K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.1% | 29,038 | $681K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Add +27.6% | 28,600 | $670K |
| TMB Capital Partners, LLC | 0.21% | Add +15.3% | 28,377 | $665K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.8% | 27,608 | $647K |
| Visionary Wealth Advisors | 0.03% | Add +1.6% | 27,353 | $641K |
| Sanchez Levi Garrett | 0.34% | Add +52.2% | 26,682 | $625K |
| Godshalk Welsh Capital Management, Inc. | 0.33% | Add +0.9% | 26,500 | $621K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -2.3% | 26,477 | $621K |
| Lifeworks Advisors, LLC | 0.06% | Add +5.0% | 26,197 | $614K |
| General Partner, Inc. | 0.33% | New | 26,000 | $609K |
| Meridian Wealth Management, LLC | 0.02% | Add +12.6% | 25,915 | $607K |
| Arwa LLC | 0.24% | New | 25,242 | $590K |
| Ascent Group, LLC | 0.02% | New | 25,065 | $588K |
| Inscription Capital, LLC | 0.05% | Reduce -8.7% | 25,029 | $587K |
| Index Fund Advisors, Inc. | 0.02% | Add +1.7% | 24,781 | $581K |
| Almanack Investment Partners, LLC. | 0.07% | Add +58.9% | 24,692 | $579K |
| Geneos Wealth Management Inc. | 0.01% | Add +25.2% | 24,396 | $572K |
| Center For Asset Management LLC | 0.25% | Add +8.7% | 24,060 | $564K |
| DAVENPORT & Co LLC | 0.00% | Add +17.9% | 23,973 | $562K |
| Petra Financial Advisors Inc. | 0.26% | New | 23,964 | $562K |
| OneAscent Financial Services LLC | 0.03% | Add +12.4% | 23,678 | $555K |
| Next Level Wealth Planning, LLC | 0.24% | Add +2.1% | 23,661 | $555K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +0.7% | 23,649 | $554K |
| NorthStar Asset Management LLC | 0.12% | Add +42.1% | 23,581 | $553K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +11.8% | 23,398 | $548K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -4.6% | 23,311 | $546K |
| Yoffe Investment Management, LLC | 0.62% | Add +0.8% | 22,997 | $539K |
| Synergy Asset Management, LLC | 0.05% | Add +16.4% | 22,927 | $537K |
| WealthPoint Financial, LLC | 0.39% | Add +18.4% | 22,897 | $537K |
| Wesbanco Bank Inc. | 0.01% | New | 23,000 | $536K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -6.7% | 22,659 | $531K |
| Rockwood Wealth Management, LLC | 0.03% | New | 22,225 | $521K |
| Compass Capital Corp. /Ma/ | 0.17% | Add +8.0% | 22,287 | $519K |
| Investment Advisory Group, LLC | 0.11% | Add +27.9% | 21,873 | $513K |
| Portland Financial Advisors Inc | 0.93% | Reduce -0.1% | 21,821 | $511K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.0% | 21,731 | $509K |
| Investment Research & Advisory Group, Inc. | 0.16% | Add +9.4% | 21,645 | $507K |
| Quantinno Capital Management LP | 0.00% | New | 21,422 | $502K |
| United Capital Financial Advisors, LLC | 0.00% | Add +29.4% | 21,343 | $500K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.21% | New | 21,296 | $499K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 21,276 | $499K |
| Smartleaf Asset Management LLC | 0.02% | No change | 21,253 | $498K |
| WealthTrak Capital Management LLC | 0.32% | Add +40.6% | 20,822 | $488K |
| Fairman Group, LLC | 0.38% | Reduce -0.6% | 20,550 | $482K |
| Avior Wealth Management, LLC | 0.01% | Reduce -9.0% | 20,277 | $475K |
| Blair William & Co. | 0.00% | Add +1.3% | 20,223 | $474K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -23.2% | 20,144 | $472K |
| Zinnia Wealth Advisory, LLC | 0.47% | Reduce -45.6% | 19,568 | $459K |
| FMR LLC | 0.00% | Reduce -26.5% | 19,563 | $459K |
| Joseph P. Lucia & Associates, LLC | 0.14% | Reduce -5.2% | 19,476 | $457K |
| Two Sigma Securities, LLC | 0.04% | New | 18,855 | $442K |
| Larson Financial Group LLC | 0.01% | Add +3035.8% | 18,815 | $441K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +2.0% | 18,755 | $440K |
| TBH Global Asset Management, LLC | 0.08% | Add +11.0% | 18,736 | $439K |
| Captrust Financial Advisors | 0.00% | Add +13.8% | 18,728 | $439K |
| LaFleur & Godfrey LLC | 0.05% | Add +10.4% | 18,646 | $437K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.35% | Add +4.0% | 18,629 | $437K |
| Madden Advisory Services, Inc. | 0.15% | Add +8.9% | 18,428 | $432K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -48.2% | 18,380 | $431K |
| Leslie Global Wealth, LLC | 0.17% | Reduce -22.5% | 18,213 | $427K |
| Instrumental Wealth, LLC | 0.22% | Add +2.5% | 18,127 | $425K |
| Fiduciary Financial Advisors | 0.04% | New | 18,113 | $425K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 18,094 | $424K |
| Kelleher Financial Advisors | 0.06% | New | 17,995 | $422K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -72.6% | 17,756 | $416K |
| Private Wealth Group, LLC | 0.16% | Add +18.6% | 17,717 | $415K |
| Betterment LLC | 0.00% | Add +11.4% | 17,543 | $411K |
| McDonald Partners LLC | 0.10% | Add +16.9% | 17,426 | $408K |
| Dunhill Financial, LLC | 0.08% | Add +56.0% | 17,215 | $404K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -44.2% | 17,156 | $402K |
| Ballast Rock Private Wealth LLC | 0.18% | Add +1.8% | 16,824 | $394K |
| Lynx Investment Advisory | 0.13% | Add +5.0% | 16,796 | $394K |
| Vise Technologies, Inc. | 0.00% | Add +18.5% | 16,314 | $382K |
| GK Wealth Management LLC | 0.23% | New | 16,147 | $378K |
| Garton & Associates Financial Advisors LLC | 0.85% | Add +38.3% | 16,108 | $378K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -11.4% | 15,996 | $375K |
| WPG Advisers, LLC | 0.22% | Add +7.9% | 15,895 | $373K |
| Bright Futures Wealth Management, LLC. | 0.24% | Add +5.6% | 15,731 | $369K |
| Triumph Capital Management | 0.07% | Add +113.2% | 15,575 | $365K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +24.5% | 15,456 | $362K |
| Strategic Investment Advisors / MI | 0.02% | Reduce -0.3% | 15,351 | $360K |
| Corient Private Wealth LP | 0.00% | Reduce -54.2% | 15,093 | $354K |
| Founders Financial Alliance, LLC | 0.05% | Add +182.9% | 14,976 | $351K |
| Triad Wealth Partners, LLC | 0.02% | Add +32.1% | 15,002 | $348K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 14,370 | $337K |
| Oppenheimer & Co. Inc. | 0.00% | Add +27.8% | 14,315 | $336K |
| Ellis Investment Partners, LLC | 0.05% | New | 14,292 | $335K |
| Peak Financial Advisors LLC | 0.14% | Reduce -2.5% | 14,145 | $332K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -6.6% | 13,929 | $327K |
| Provenance Wealth Advisors, LLC | 0.03% | Reduce -32.9% | 13,794 | $323K |
| Linscomb Wealth, Inc. | 0.01% | New | 13,725 | $322K |
| Huntington National Bank | 0.00% | Reduce -5.6% | 13,725 | $322K |
| Hegarty Advisors, LLC | 0.22% | Add +1.8% | 13,648 | $320K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Add +11.4% | 13,582 | $318K |
| Key Financial Inc | 0.05% | No change | 13,568 | $318K |
| HRT Financial LP | 0.00% | Reduce -92.6% | 13,308 | $311K |
| Sightline Wealth Advisors, LLC | 0.11% | Add +9.3% | 13,243 | $310K |
| Parkwoods Wealth Partners, LLC | 0.05% | Reduce -4.8% | 13,127 | $308K |
| Howard Wealth Management, LLC | 0.11% | Add +5.8% | 12,910 | $303K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -86.2% | 12,783 | $300K |
| Westco Advisory Services Inc. | 0.18% | Reduce -1.1% | 12,647 | $296K |
| FLC Capital Advisors | 0.05% | Reduce -0.0% | 12,574 | $295K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -12.4% | 12,197 | $286K |
| FSB Premier Wealth Management, Inc. | 0.08% | Reduce -1.6% | 12,152 | $285K |
| Ariadne Wealth Management, LP | 0.13% | Add +7.5% | 12,135 | $284K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -37.3% | 12,000 | $281K |
| AQR Capital Management | 0.00% | New | 11,656 | $273K |
| Phillips Financial Management, LLC | 0.02% | Reduce -0.7% | 11,570 | $271K |
| XY Planning Network, Inc. | 0.03% | New | 11,245 | $264K |
| KWB Wealth | 0.02% | Add +19.7% | 11,243 | $264K |
| CreativeOne Wealth, LLC | 0.01% | Add +9.9% | 11,193 | $262K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -1.9% | 11,132 | $261K |
| Fortis Capital Advisors, LLC | 0.03% | Add +7.0% | 11,066 | $259K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.7% | 11,009 | $258K |
| HUB Investment Partners, LLC | 0.00% | No change | 11,000 | $258K |
| BCS Wealth Management | 0.05% | Add +5.1% | 10,834 | $254K |
| Holderness Investments Co. | 0.04% | No change | 10,778 | $253K |
| Keystone Financial Group | 0.01% | No change | 10,475 | $246K |
| PFG Investments, LLC | 0.01% | Add +4.4% | 10,437 | $245K |
| Mechanics Financial Corp | 0.09% | No change | 10,390 | $244K |
| PMG Family Office LLC | 0.22% | Add +18.1% | 10,297 | $241K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 10,214 | $239K |
| S Harris Financial Group, LLC | 0.19% | Add +1.8% | 10,195 | $239K |
| Box Hill Private Wealth LLC | 0.19% | Add +1.0% | 10,173 | $238K |
| Spectrum Strategic Capital Management, LLC | 0.12% | Reduce -0.5% | 10,079 | $236K |
| Advisor Resource Council | 0.08% | Add +2.5% | 9,899 | $231K |
| Obermeyer Wealth Partners | 0.01% | No change | 9,795 | $230K |
| Bank of Montreal | 0.00% | Reduce -0.1% | 9,655 | $226K |
| Mueller Wealth, LLC | 0.15% | Add +6.5% | 9,624 | $226K |
| Legacy Financial Strategies, LLC | 0.03% | New | 9,611 | $225K |
| Laurel Oak Wealth Management, LLC | 0.03% | Reduce -27.5% | 9,531 | $223K |
| LexAurum Advisors, LLC | 0.03% | New | 9,439 | $221K |
| Signal Advisors Wealth, LLC | 0.01% | New | 9,437 | $221K |
| Summit Financial Wealth Advisors, LLC | 0.03% | No change | 9,300 | $218K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -11.3% | 9,294 | $218K |
| Scott Capital Advisors, LLC | 0.03% | Add +0.5% | 9,181 | $215K |
| EP Wealth Advisors, LLC | 0.00% | New | 9,160 | $215K |
| Centennial Bank | 0.07% | No change | 9,159 | $215K |
| Severin Investments, LLC | 0.16% | New | 9,084 | $213K |
| Avory & Company, LLC | 0.27% | No change | 9,062 | $212K |
| Moneco Advisors, LLC | 0.01% | Add +5.5% | 9,061 | $212K |
| KLCM Advisors, Inc. | 0.02% | No change | 8,945 | $210K |
| Wealthspire Retirement, LLC | 0.01% | Reduce -53.1% | 8,938 | $210K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +1.8% | 8,938 | $210K |
| Strategic Blueprint, LLC | 0.01% | New | 8,837 | $207K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.8% | 8,799 | $206K |
| Integrity Alliance, Llc. | 0.01% | New | 8,792 | $206K |
| Perennial Investment Advisors, LLC | 0.01% | Add +0.9% | 8,789 | $206K |
| Financial Life Advisors | 0.06% | Reduce -97.6% | 8,727 | $205K |
| Lane Brothers & Co. Inc. | 0.13% | New | 8,725 | $205K |
| Valpey Financial Services, LLC | 0.12% | New | 8,544 | $200K |
| Millstone Evans Group, LLC | 0.10% | New | 8,270 | $194K |
| American National Bank & Trust | 0.02% | No change | 8,002 | $188K |
| Bard Associates Inc. | 0.04% | New | 7,945 | $186K |
| Signaturefd, LLC | 0.00% | Add +1716.5% | 7,793 | $183K |
| Cape Investment Advisory, Inc. | 0.05% | New | 7,366 | $173K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 7,275 | $170K |
| Innovative Asset Advisors Group, LLC | 0.07% | Reduce -3.1% | 7,045 | $165K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.3% | 7,039 | $165K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 6,870 | $161K |
| International Assets Investment Management, LLC | 0.01% | Add +0.2% | 6,706 | $156K |
| Clean Yield Group | 0.04% | Reduce -10.9% | 6,560 | $154K |
| AdvisorNet Financial, Inc | 0.01% | Add +38.5% | 6,398 | $150K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +281.3% | 6,352 | $149K |
| Strategic Advocates LLC | 0.56% | Add +5.0% | 6,223 | $146K |
| Realta Investment Advisors | 0.04% | Reduce -3.3% | 5,810 | $136K |
| First Command Advisory Services, Inc. | 0.00% | New | 5,697 | $134K |
| Allworth Financial LP | 0.00% | Add +34.1% | 5,609 | $131K |
| RHL Group, LLC | 0.10% | New | 5,095 | $117K |
| Sunrise Financial Services, LLC | 0.07% | Reduce -5.2% | 4,930 | $116K |
| TFC Financial Management, Inc. | 0.01% | New | 4,836 | $113K |
| Silver Grove Financial Group, Inc. | 0.06% | Add +4.3% | 4,675 | $110K |
| Synergy Investment Management, LLC | 0.03% | New | 4,663 | $108K |
| Battery Global Advisors, LLC | 0.05% | No change | 4,596 | $108K |
| SG Americas Securities, LLC | 0.00% | New | 4,371 | $102K |
| KERR FINANCIAL PLANNING Corp | 0.10% | New | 3,864 | $91K |
| PlanVest Financial, Inc | 0.06% | Add +10.2% | 3,684 | $86K |
| CX Institutional | 0.00% | Reduce -22.7% | 3,257 | $76K |
| Activest Wealth Management | 0.01% | No change | 3,200 | $75K |
| Trust Co. of Vermont | 0.00% | — | 3,127 | $73K |
| IFG Advisory, LLC | 0.00% | Add +9.1% | 2,427 | $57K |
| Chapman Financial Group, LLC | 0.04% | Add +0.3% | 2,309 | $54K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -0.8% | 2,209 | $52K |
| Howe & Rusling Inc. | 0.00% | No change | 2,179 | $51K |
| Providence Capital Advisors, LLC | 0.01% | New | 2,150 | $50K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 2,350 | $49K |
| IMA Advisory Services, Inc. | 0.00% | New | 2,100 | $49K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +1232.3% | 2,065 | $48K |
| Ameriflex Group, Inc. | 0.02% | Reduce -52.4% | 2,017 | $47K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -93.2% | 1,989 | $47K |
| Ashton Thomas Securities, LLC | 0.01% | New | 1,892 | $44K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,807 | $42K |
| Signature Equity Partners, LLC | 0.02% | No change | 1,770 | $41K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -2.1% | 1,725 | $40K |
| Private Trust Co. NA | 0.00% | Add +0.6% | 1,553 | $36K |
| Meramec Financial Planners, LLC | 0.01% | No change | 1,552 | $36K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,500 | $35K |
| Simplex Trading, LLC | 0.00% | Reduce -36.9% | 1,383 | $32K |
| Hollencrest Capital Management | 0.00% | No change | 1,364 | $32K |
| NFSG Corp | 0.00% | Add +0.7% | 1,325 | $31K |
| SHP Wealth Management | 0.00% | New | 1,217 | $29K |
| Urban Financial Advisory Corp | 0.01% | Reduce -11.6% | 1,185 | $28K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1,164 | $27K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 1,091 | $26K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -51.5% | 1,061 | $25K |
| DB Fitzpatrick & Co, Inc | 0.02% | No change | 1,004 | $24K |
| South Plains Financial, Inc. | 0.01% | No change | 996 | $23K |
| Bogart Wealth, LLC | 0.00% | Add +1.9% | 933 | $22K |
| Tidemark, LLC | 0.00% | Add +3088.9% | 861 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.3% | 847 | $20K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -37.2% | 843 | $20K |
| TOP Private Wealth LLC. | 0.02% | — | 815 | $19K |
| Blue Trust, Inc. | 0.00% | Add +207.6% | 772 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 767 | $18K |
| Basepoint Wealth LLC | 0.01% | New | 738 | $17K |
| Buck Wealth Strategies, LLC | 0.00% | New | 684 | $16K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +15.4% | 659 | $15K |
| Archer Investment Corp | 0.00% | No change | 475 | $11K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 464 | $11K |
| Bernard Wealth Management Corp. | 0.00% | Reduce -8.5% | 440 | $10K |
| Graney & King, LLC | 0.00% | Add +1.9% | 437 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -11.3% | 432 | $10K |
| Rogco, LP | 0.00% | No change | 428 | $10K |
| Anchor Bay Capital, Inc. | 0.01% | — | 423 | $10K |
| Ascentis Independent Advisors | 0.03% | No change | 400 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +23.1% | 378 | $9K |
| Pflug Koory, LLC | 0.00% | Add +1.9% | 270 | $6K |
| Richardson Financial Services Inc. | 0.00% | Reduce -3.3% | 264 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -43.4% | 247 | $6K |
| St Germain D J Co. Inc. | 0.00% | Add +1.8% | 233 | $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 |
| Hurley Capital, LLC | 0.00% | No change | 151 | $4K |
| Kingdom Financial Group LLC. | 0.00% | Add +1.4% | 144 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 141 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 111 | $3K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 105 | $2K |
| Park Square Financial Group, LLC | 0.02% | Reduce -70.8% | 73 | $2K |
| Motco | 0.00% | Reduce -97.4% | 24 | $563 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 16 | $375 |
| Compass Financial Management LLC | 0.00% | — | 12 | $281 |
| Russell Investments Group, Ltd. | 0.00% | No change | 4 | $92 |
| BNP Paribas Financial Markets | 0.00% | No change | 2 | $47 |
| Hantz Financial Services, Inc. | 0.00% | Add +0.0% | 6 | $0 |
"% 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.