SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q2 2024 (June 30)512holders +34
64new positions
31sold out
4famous investors
$41.80avg. 13F price*
At the end of Q2 2024, 512 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, up 34 from Q1 2024. 64 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($607.0M), Morgan Stanley ($362.8M) and Arizona PSPRS Trust ($308.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Blackstone Sr Loan ETF
- Filed as
- SSGA ACTIVE ETF TR (Q2 2024)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $221.6M |
| Exits | 31 | $19.7M |
All 13F filers, Q1 2024 → Q2 2024: 22,828,784 shares bought and 14,385,332 shares sold, net +8,443,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 512 holders
| Bank of America Corp. | 0.06% | Add +27.1% | 14,522,375 | $607.0M |
| Morgan Stanley | 0.03% | Reduce -23.1% | 8,680,443 | $362.8M |
| Arizona PSPRS Trust | 20.10% | — | 7,371,894 | $308.1M |
| State of Tennessee, Department of Treasury | 0.61% | Add +3.0% | 3,946,765 | $165.0M |
| State Street Corp. | 0.01% | Add +2.4% | 3,244,818 | $135.6M |
| Symetra Investment Management Co | 42.13% | Add +94.6% | 2,982,988 | $124.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -12.3% | 2,872,492 | $120.1M |
| Partners Capital Investment Group, LLP | 1.90% | Add +68.0% | 2,693,954 | $112.6M |
| LPL Financial LLC | 0.05% | Add +4.2% | 2,561,231 | $107.1M |
| Ensign Peak Advisors, Inc | 0.16% | Reduce -14.1% | 2,062,000 | $86.2M |
| Kensington Asset Management, LLC | 9.25% | Add +113.6% | 2,051,500 | $85.8M |
| Wells Fargo & Company | 0.02% | Add +9.6% | 1,986,938 | $83.1M |
| BlackRock Inc. | 0.00% | Add +544.0% | 1,972,822 | $82.5M |
| Royal Bank of Canada | 0.02% | Reduce -22.2% | 1,827,964 | $76.4M |
| Counterpoint Mutual Funds LLC | 15.41% | Add +31.9% | 1,580,649 | $66.1M |
| JPMorgan Chase & Co. | 0.01% | Add +56.7% | 1,486,682 | $62.1M |
| Aristotle Pacific Capital, LLC | 19.72% | Add +140.0% | 1,430,490 | $59.8M |
| Renaissance Technologies | 0.10% | Reduce -15.3% | 1,373,765 | $57.4M |
| Wellington Management Group LLP | 0.01% | Add +7.2% | 1,273,350 | $53.2M |
| Money Design Co.,Ltd. | 2.85% | Add +5.3% | 1,264,573 | $52.9M |
| UBS Group AG | 0.02% | Add +4.6% | 1,205,628 | $50.4M |
| Deutsche Bank AG | 0.02% | Add +139.6% | 1,122,282 | $46.9M |
| 1832 Asset Management L.P. | 0.08% | New | 1,043,034 | $43.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.1% | 1,003,275 | $41.9M |
| HighTower Advisors, LLC | 0.06% | Add +14.7% | 961,353 | $40.2M |
| Lord, Abbett & Co. LLC | 0.13% | New | 957,826 | $40.0M |
| Hilton Capital Management, LLC | 3.36% | Add +4.7% | 950,698 | $39.7M |
| Barings LLC | 0.96% | Add +152.5% | 934,246 | $39.1M |
| Life Line Wealth Management LLC | 14.47% | New | 916,079 | $38.3M |
| Mariner Investment Group LLC | 8.28% | Add +69.3% | 916,034 | $38.3M |
| Guggenheim Capital LLC | 0.26% | Reduce -2.2% | 863,450 | $36.1M |
| BNP Paribas Financial Markets | 0.04% | Reduce -68.0% | 829,421 | $34.7M |
| Neuberger Berman Group LLC | 0.03% | Add +358.9% | 792,727 | $33.1M |
| Bank of Nova Scotia | 0.07% | Add +96.6% | 791,455 | $33.1M |
| Endurance Services Ltd | 6.04% | No change | 773,100 | $32.3M |
| Ameritas Advisory Services, LLC | 1.14% | Add +5.5% | 723,041 | $30.2M |
| Verition Fund Management LLC | 0.24% | New | 670,000 | $28.0M |
| Raymond James & Associates | 0.02% | Add +168.7% | 667,524 | $27.9M |
| Ocean Park Asset Management, LLC | 1.31% | Reduce -53.7% | 659,000 | $27.5M |
| Conning Inc. | 1.00% | No change | 641,275 | $26.8M |
| Osborne Partners Capital Management, LLC | 1.60% | Add +4.2% | 637,685 | $26.7M |
| Emory University | 16.86% | Add +2.2% | 626,311 | $26.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -1.2% | 604,868 | $25.3M |
| GE Investment Management Corp. | 6.67% | Reduce -49.1% | 589,638 | $24.6M |
| Bain Capital Credit, LP | 4.65% | Reduce -2.2% | 563,894 | $23.6M |
| Cercano Management LLC | 0.62% | Add +14.7% | 558,699 | $23.4M |
| Creative Planning | 0.02% | Add +4.8% | 541,091 | $22.6M |
| Zega Financial, LLC | 8.12% | Add +1.0% | 537,269 | $22.5M |
| Stifel Financial Corp. | 0.02% | Add +13.6% | 519,842 | $21.7M |
| Calamos Advisors LLC | 0.15% | Add +127.5% | 499,250 | $20.9M |
| Donoghue Forlines LLC | 5.63% | Add +30.9% | 474,064 | $19.8M |
| New York Life Investment Management LLC | 0.20% | Reduce -72.5% | 468,079 | $19.6M |
| Concord Wealth Partners | 3.40% | Add +3.0% | 461,497 | $19.3M |
| Lido Advisors, LLC | 0.16% | Add +5666.6% | 458,447 | $19.2M |
| Matthew Goff Investment Advisor, LLC | 3.72% | Reduce -2.3% | 436,109 | $18.2M |
| Liberty Mutual Group Asset Management Inc. | 2.65% | New | 430,500 | $18.0M |
| Concord Asset Management, LLC | 4.37% | Add +4.0% | 421,140 | $17.6M |
| Federated Hermes, Inc. | 0.04% | Add +43.4% | 413,000 | $17.3M |
| First Manhattan Co. Llc. | 0.05% | Reduce -3.7% | 409,053 | $17.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +83.9% | 404,100 | $16.9M |
| Jane Street Group, LLC | 0.02% | Reduce -83.5% | 400,200 | $16.7M |
| ACT Advisors, LLC. | 8.51% | Reduce -0.6% | 390,878 | $16.3M |
| Dakota Wealth Management | 0.39% | Reduce -19.6% | 390,511 | $16.3M |
| National Bank of Canada | 0.03% | Reduce -37.7% | 391,791 | $16.3M |
| Merit Financial Group, LLC | 0.36% | Reduce -1.1% | 387,628 | $16.2M |
| Drake & Associates, LLC | 5.54% | Add +21.1% | 370,069 | $15.5M |
| Brass Tax Wealth Management, Inc. | 3.03% | New | 370,069 | $15.5M |
| Greystone Financial Group, LLC | 2.69% | Add +2.7% | 328,732 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +52.2% | 318,234 | $13.3M |
| Country Trust Bank | 0.32% | Add +1.1% | 304,329 | $12.7M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -16.6% | 296,863 | $12.4M |
| Scotia Capital Inc. | 0.07% | Add +1.0% | 280,681 | $11.7M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +20.2% | 277,330 | $11.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.6% | 276,648 | $11.6M |
| Cetera Investment Advisers | 0.02% | Add +1.1% | 255,832 | $10.7M |
| Harbor Advisory Corp. | 3.68% | Add +6.2% | 255,132 | $10.7M |
| Oppenheimer Asset Management Inc. | 0.13% | Add +10.7% | 249,759 | $10.4M |
| Mission Wealth Management, LP | 0.28% | Reduce -17.8% | 244,033 | $10.2M |
| Stableford Capital II LLC | 3.99% | Add +9.1% | 243,226 | $10.2M |
| Nuveen Asset Management, LLC | 0.00% | No change | 240,000 | $10.0M |
| L & S Advisors Inc | 1.25% | Add +37.9% | 233,682 | $9.8M |
| Secure Asset Management, LLC | 1.83% | Add +8.2% | 230,732 | $9.6M |
| Darwin Wealth Management, LLC | 4.71% | Reduce -1.2% | 226,803 | $9.5M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +24.3% | 224,796 | $9.4M |
| Hengehold Capital Management LLC | 0.97% | Add +0.6% | 223,691 | $9.4M |
| CW Advisors, LLC | 0.15% | Reduce -48.5% | 220,926 | $9.2M |
| Logan Stone Capital, LLC | 2.34% | Add +249.1% | 217,291 | $9.1M |
| Loomis Sayles & Co. L P | 0.01% | No change | 214,506 | $9.0M |
| Refined Wealth Management | 6.87% | Reduce -0.9% | 213,264 | $8.9M |
| Astor Investment Management LLC | 4.10% | Reduce -12.0% | 213,134 | $8.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.1% | 204,757 | $8.6M |
| Petix & Botte Co | 2.42% | Add +100.4% | 204,095 | $8.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +60.3% | 201,599 | $8.4M |
| Destiny Wealth Partners, LLC | 1.49% | Reduce -9.2% | 198,270 | $8.3M |
| Stablepoint Partners, LLC | 1.61% | Add +37.4% | 198,640 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +23.0% | 197,135 | $8.2M |
| Goldstone Financial Group, LLC | 1.64% | Reduce -15.5% | 195,695 | $8.2M |
| Millennium Management | 0.01% | Add +101.0% | 195,649 | $8.2M |
| Asset Allocation & Management Company, LLC | 5.40% | No change | 195,551 | $8.2M |
| Fragasso Financial Advisors Inc | 0.67% | Add +5.5% | 194,506 | $8.1M |
| Prentice Wealth Management LLC | 2.64% | Add +10.2% | 193,669 | $8.1M |
| Pathstone Holdings, LLC | 0.04% | Add +823.6% | 193,059 | $8.1M |
| Integrated Wealth Concepts LLC | 0.11% | Add +0.0% | 191,060 | $8.0M |
| Shilanski & Associates, Inc. | 2.64% | Add +3.6% | 187,961 | $7.9M |
| MRA Advisory Group | 4.46% | Add +27.0% | 186,630 | $7.8M |
| Assetmark, Inc. | 0.02% | Reduce -3.2% | 182,867 | $7.6M |
| AlphaStar Capital Management, LLC | 0.70% | Add +12.4% | 182,240 | $7.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.2% | 181,472 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.3% | 174,649 | $7.3M |
| Atria Investments, Inc | 0.09% | Add +11.2% | 173,415 | $7.2M |
| Park Avenue Institutional Advisers LLC | 10.45% | Reduce -5.7% | 168,000 | $7.0M |
| Hilltop Partners LLC | 2.52% | Add +3.7% | 163,519 | $6.8M |
| NewSquare Capital LLC | 0.59% | No change | 163,165 | $6.8M |
| Luken Investment Analytics, LLC | 3.42% | Add +18.2% | 162,915 | $6.8M |
| Regal Investment Advisors LLC | 0.45% | Add +0.3% | 162,306 | $6.8M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +18.8% | 155,349 | $6.5M |
| Adell Harriman & Carpenter Inc. | 0.50% | Reduce -6.4% | 153,830 | $6.4M |
| Little Harbor Advisors, LLC | 4.11% | No change | 152,100 | $6.4M |
| FC Advisory LLC | 2.27% | Add +1.0% | 148,232 | $6.2M |
| Rainey & Randall Wealth Advisors Inc. | 1.45% | Reduce -13.0% | 146,742 | $6.1M |
| KMG Fiduciary Partners, LLC | 0.59% | Add +3.2% | 144,234 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -1.3% | 143,653 | $6.0M |
| Jefferies Financial Group Inc. | 0.12% | Add +0.8% | 140,646 | $5.9M |
| Old Mission Capital LLC | 0.15% | New | 137,862 | $5.8M |
| O'Connor Financial Group LLC | 3.24% | Reduce -0.7% | 133,399 | $5.6M |
| Blackstone Inc. | 0.02% | Reduce -65.6% | 126,117 | $5.3M |
| Centaurus Financial, Inc. | 0.34% | Add +39.4% | 123,451 | $5.2M |
| Curtis Advisory Group, LLC | 1.81% | Add +2.8% | 122,705 | $5.1M |
| Whitford Management LLC | 2.92% | Reduce -0.0% | 119,969 | $5.0M |
| Windsor Capital Management, LLC | 1.54% | Add +2.6% | 119,446 | $5.0M |
| Hennion & Walsh Asset Management, Inc. | 0.25% | Add +23.2% | 118,642 | $5.0M |
| Baker Avenue Asset Management, LP | 0.17% | Add +0.3% | 116,936 | $4.9M |
| Semmax Financial Advisors Inc. | 1.46% | Add +12.7% | 117,098 | $4.8M |
| Drive Wealth Management, LLC | 1.27% | Add +13.1% | 112,615 | $4.7M |
| Catalyst Capital Advisors LLC | 0.11% | No change | 111,697 | $4.7M |
| Canal Capital Management, LLC | 0.76% | Add +5.9% | 107,167 | $4.5M |
| Cynosure Group, LLC | 0.71% | Add +25.5% | 106,007 | $4.4M |
| Cerity Partners LLC | 0.01% | Add +59.6% | 104,477 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -87.7% | 104,369 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -4.6% | 102,380 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -4.6% | 102,380 | $4.3M |
| Palogic Value Management, L.P. | 1.81% | Add +23.1% | 101,942 | $4.3M |
| Amundi | 0.00% | Add +33.3% | 100,000 | $4.2M |
| Calton & Associates, Inc. | 2.03% | Reduce -13.6% | 97,029 | $4.1M |
| National Philanthropic Trust | 0.08% | No change | 96,129 | $4.0M |
| CreativeOne Wealth, LLC | 0.20% | Reduce -0.9% | 96,048 | $4.0M |
| CENTRAL TRUST Co | 0.10% | Add +7.4% | 95,239 | $4.0M |
| Trivium Point Advisory, LLC | 0.58% | Add +0.8% | 93,850 | $3.9M |
| Waverly Advisors, LLC | 0.08% | Add +13.5% | 93,129 | $3.9M |
| Bank of Montreal | 0.00% | Reduce -90.5% | 92,976 | $3.9M |
| Prospera Financial Services Inc | 0.11% | Reduce -8.1% | 92,112 | $3.9M |
| S. R. Schill & Associates | 1.66% | New | 90,755 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +2.9% | 86,884 | $3.6M |
| Visionary Wealth Advisors | 0.23% | Add +3.6% | 84,161 | $3.5M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 83,689 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | New | 82,982 | $3.5M |
| USAdvisors Wealth Management, LLC | 1.20% | Add +12.2% | 81,838 | $3.4M |
| TFG Advisers LLC | 1.32% | Add +17.9% | 81,581 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +60.3% | 81,185 | $3.4M |
| ARS Wealth Advisors Group, LLC | 0.44% | Reduce -7.8% | 81,018 | $3.4M |
| Flow State Investments, L.P. | 1.82% | Add +13.9% | 79,300 | $3.3M |
| Park Avenue Securities LLC | 0.04% | Add +37.3% | 77,839 | $3.3M |
| Beta Wealth Group, Inc. | 1.53% | Add +6.0% | 77,006 | $3.2M |
| Albion Financial Group | 0.24% | Reduce -3.7% | 76,559 | $3.2M |
| Edgestream Partners, L.P. | 0.15% | New | 76,362 | $3.2M |
| Hofer & Associates. Inc | 2.47% | Add +2.6% | 76,218 | $3.2M |
| Integrated Advisors Network LLC | 0.16% | Add +3.5% | 76,154 | $3.2M |
| J. W. Coons Advisors, LLC | 0.59% | Add +3.7% | 75,435 | $3.2M |
| Romano Brothers and Company | 0.43% | Reduce -4.3% | 74,940 | $3.1M |
| Brendel Financial Advisors LLC | 1.98% | Reduce -1.4% | 74,301 | $3.1M |
| Perissos Private Wealth Management, LLC | 2.75% | Add +9.3% | 73,521 | $3.1M |
| Aspire Private Capital, LLC | 0.76% | Add +2.4% | 70,685 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +0.2% | 70,353 | $2.9M |
| Silver Oak Securities, Incorporated | 0.44% | Add +7.8% | 70,285 | $2.9M |
| Macquarie Group Ltd. | 0.00% | New | 70,000 | $2.9M |
| My Legacy Advisors, LLC | 0.93% | Add +11.5% | 69,763 | $2.9M |
| Global Retirement Partners, LLC | 0.09% | Add +2.9% | 69,593 | $2.9M |
| Hibernia Wealth Partners, LLC | 1.00% | Add +116.2% | 68,710 | $2.9M |
| Dumont & Blake Investment Advisors LLC | 0.40% | Add +119.2% | 67,891 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Add +19.2% | 67,679 | $2.8M |
| Composition Wealth, LLC | 0.07% | New | 66,151 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.1% | 63,182 | $2.6M |
| World Investment Advisors | 0.16% | New | 61,946 | $2.6M |
| Legacy Capital Group California, Inc. | 0.92% | Reduce -2.8% | 60,800 | $2.5M |
| Lanark Financial, Inc. | 0.23% | Add +1108.5% | 59,940 | $2.5M |
| International Assets Investment Management, LLC | 0.24% | Add +0.8% | 59,787 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +38.1% | 59,662 | $2.5M |
| Mariner, LLC | 0.00% | Add +1.3% | 57,976 | $2.4M |
| RPg Family Wealth Advisory, LLC | 0.80% | Add +13.2% | 57,962 | $2.4M |
| Wealth Management Associates, Inc. | 1.13% | No change | 57,805 | $2.4M |
| Prudential PLC | 0.02% | Reduce -2.1% | 57,720 | $2.4M |
| Twelve Points Wealth Management LLC | 0.82% | Add +16.4% | 56,113 | $2.3M |
| Garden State Investment Advisory Services LLC | 0.81% | Add +2.4% | 55,834 | $2.3M |
| Elevated Capital Advisors, LLC | 0.66% | Reduce -32.6% | 55,803 | $2.3M |
| Stephens Inc. | 0.04% | Add +0.8% | 55,359 | $2.3M |
| Seed Wealth Management, Inc. | 1.94% | Reduce -2.3% | 53,208 | $2.2M |
| Compass Financial Group, Inc. | 1.09% | Add +0.9% | 52,756 | $2.2M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -3.5% | 50,899 | $2.1M |
| Fortis Capital Management LLC | 0.45% | Add +258.9% | 50,894 | $2.1M |
| Independent Financial Group, LLC | 0.08% | Reduce -6.8% | 50,428 | $2.1M |
| Sagace Wealth Management LLC | 2.04% | — | 49,776 | $2.1M |
| AEGON USA Investment Management, LLC | 2.09% | Add +16.8% | 49,290 | $2.1M |
| Verus Capital Partners, LLC | 0.21% | Add +1.7% | 48,000 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +11.8% | 47,929 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +15.1% | 47,230 | $2.0M |
| AXS Investments LLC | 0.55% | Reduce -0.1% | 46,966 | $2.0M |
| NewEdge Wealth, LLC | 0.04% | Add +5.3% | 46,608 | $1.9M |
| Nilsine Partners, LLC | 0.26% | Add +3.1% | 46,443 | $1.9M |
| Sunbelt Securities, Inc. | 0.19% | Add +0.2% | 45,512 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Reduce -8.2% | 45,513 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.2% | 44,604 | $1.9M |
| Cwm, LLC | 0.01% | Reduce -0.2% | 44,333 | $1.9M |
| Rooted Wealth Advisors, Inc. | 0.79% | Reduce -25.5% | 42,917 | $1.8M |
| Csenge Advisory Group | 0.10% | Reduce -8.4% | 42,746 | $1.8M |
| Investors Research Corp | 0.42% | No change | 42,729 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -9.2% | 41,817 | $1.7M |
| Great Waters Wealth Management | 0.27% | Reduce -4.8% | 41,705 | $1.7M |
| Black Diamond Financial, LLC | 0.33% | Reduce -4.4% | 40,908 | $1.7M |
| OmniStar Financial Group, Inc. | 1.55% | Add +42.1% | 40,860 | $1.7M |
| Diversify Wealth Management, LLC | 0.21% | — | 41,664 | $1.7M |
| D.A. Davidson & Co. | 0.02% | Add +0.1% | 40,696 | $1.7M |
| Nottingham Advisors, Inc. | 0.20% | Add +14.0% | 39,905 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -0.6% | 39,454 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -3.2% | 39,394 | $1.6M |
| Prudent Man Advisors, LLC | 0.57% | No change | 38,200 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -15.7% | 37,841 | $1.6M |
| Patton Albertson Miller Group, LLC | 0.22% | Reduce -1.9% | 37,090 | $1.6M |
| Paladin Advisory Group, LLC | 1.18% | Add +3.7% | 36,546 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.38% | Add +7.2% | 35,665 | $1.5M |
| LifePro Asset Management | 1.07% | Reduce -1.1% | 35,553 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | New | 35,526 | $1.5M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -24.1% | 35,187 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +12.1% | 34,922 | $1.5M |
| Adams Wealth Management | 0.33% | Add +20.3% | 34,655 | $1.4M |
| CacheTech Inc. | 0.33% | — | 34,655 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -86.4% | 34,565 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +11.6% | 34,412 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | — | 33,699 | $1.4M |
| Friedenthal Financial | 0.88% | Add +11.7% | 33,779 | $1.4M |
| Faithward Advisors, LLC | 0.25% | Reduce -4.4% | 33,021 | $1.4M |
| Courier Capital LLC | 0.11% | Add +0.8% | 32,779 | $1.4M |
| Parsons Capital Management Inc. | 0.09% | Reduce -10.0% | 32,724 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +0.6% | 32,360 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.11% | Add +24.1% | 32,318 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +5.5% | 31,847 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +1.4% | 31,136 | $1.3M |
| US Financial Advisors, LLC | 0.43% | Add +10.5% | 30,334 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | Add +50.8% | 30,000 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.1% | 29,569 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Add +0.4% | 29,452 | $1.2M |
| TrueMark Investments, LLC | 0.42% | New | 29,190 | $1.2M |
| Naples Global Advisors, LLC | 0.12% | Reduce -3.5% | 29,190 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +77.0% | 28,678 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Add +46.2% | 28,608 | $1.2M |
| Graypoint LLC | 0.08% | Add +2.8% | 27,902 | $1.2M |
| NTV Asset Management LLC | 0.17% | Reduce -7.6% | 27,840 | $1.2M |
| Heritage Wealth Management, Inc. | 1.12% | Add +9.6% | 27,771 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.1% | 27,568 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.40% | Add +18.5% | 27,332 | $1.1M |
| Landmark Wealth Management, Inc. | 0.61% | New | 26,572 | $1.1M |
| Accel Wealth Management | 0.44% | Reduce -6.2% | 26,525 | $1.1M |
| Flagstar Securities, Inc. | 0.30% | Reduce -5.4% | 26,524 | $1.1M |
| GeoWealth Management, LLC | 0.05% | Reduce -46.4% | 26,255 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -36.9% | 26,179 | $1.1M |
| AlTi Global, Inc. | 0.03% | Add +7.4% | 25,858 | $1.1M |
| True Wealth Design, LLC | 0.27% | Reduce -1.4% | 25,681 | $1.1M |
| Benjamin Edwards Inc. | 0.20% | Add +1.4% | 25,428 | $1.1M |
| Coppell Advisory Solutions LLC | 0.17% | — | 25,325 | $1.1M |
| Insigneo Advisory Services, LLC | 0.12% | New | 25,518 | $1.0M |
| Principal Securities, Inc. | 0.03% | Add +44.8% | 24,833 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.5% | 24,655 | $1.0M |
| Comerica Bank | 0.00% | Reduce -0.6% | 24,372 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +4.0% | 23,845 | $997K |
| Raleigh Capital Management Inc. | 0.42% | Add +8.6% | 23,772 | $994K |
| Invesco Ltd. | 0.00% | Reduce -18.6% | 23,650 | $989K |
| Transamerica Financial Advisors, LLC | 0.10% | No change | 22,996 | $962K |
| Nicholas Wealth, LLC. | 0.68% | Reduce -10.5% | 22,857 | $955K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.8% | 22,363 | $949K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -11.9% | 22,140 | $925K |
| RDA Financial Network | 0.30% | Add +3.1% | 21,859 | $914K |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -17.7% | 21,346 | $892K |
| Sachetta, LLC | 0.38% | Add +29.3% | 20,784 | $867K |
| Richardson Financial Services Inc. | 0.62% | Reduce -13.0% | 20,637 | $863K |
| PFG Advisors | 0.06% | Reduce -58.4% | 20,581 | $860K |
| Flow Traders U.S. LLC | 0.04% | New | 20,119 | $841K |
| Chesley Taft & Associates LLC | 0.04% | Add +17.9% | 19,840 | $829K |
| PFG Investments, LLC | 0.06% | Add +18.8% | 19,125 | $799K |
| Arkos Global Advisors | 0.13% | Reduce -0.4% | 18,929 | $791K |
| McAdam, LLC | 0.05% | Add +9.1% | 18,398 | $769K |
| Cornerstone Planning Group LLC | 0.22% | New | 18,361 | $751K |
| McNamara Financial Services, Inc. | 0.15% | Add +4.9% | 17,314 | $724K |
| Madison Wealth Partners, Inc | 0.25% | Add +1.7% | 17,177 | $718K |
| Allworth Financial LP | 0.00% | Reduce -9.7% | 16,904 | $706K |
| Retirement Financial Solutions, LLC | 0.33% | Add +20.5% | 16,527 | $691K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +36.1% | 16,413 | $686K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.7% | 16,235 | $679K |
| Good Life Advisors, LLC | 0.06% | Add +2.4% | 16,088 | $672K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -1.8% | 16,045 | $671K |
| Capital Asset Advisory Services LLC | 0.04% | Add +3.9% | 15,996 | $667K |
| Geneos Wealth Management Inc. | 0.03% | Add +1.8% | 15,893 | $664K |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -0.7% | 15,781 | $660K |
| Peddock Capital Advisors, LLC | 0.16% | No change | 15,260 | $638K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -0.0% | 15,210 | $636K |
| Leo Wealth, LLC | 0.06% | Add +7.7% | 15,264 | $634K |
| Spire Wealth Management | 0.02% | Reduce -55.9% | 15,002 | $627K |
| Greenwich Wealth Management LLC | 0.05% | Reduce -15.1% | 14,966 | $626K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 14,810 | $619K |
| Wagner Wealth Management, LLC | 0.18% | Add +2.2% | 14,704 | $615K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 14,300 | $598K |
| Austin Private Wealth, LLC | 0.06% | Add +15.2% | 13,993 | $585K |
| Primoris Wealth Advisors, LLC | 0.47% | Add +0.0% | 13,982 | $584K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -16.3% | 13,646 | $570K |
| Collaborative Wealth Managment Inc. | 0.27% | Reduce -0.3% | 13,439 | $562K |
| Simplicity Wealth,LLC | 0.01% | Add +27.9% | 13,290 | $556K |
| Harbour Investments, Inc. | 0.02% | Add +10.1% | 13,249 | $554K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -6.0% | 13,232 | $553K |
| Focus Partners Wealth | 0.00% | Add +14.0% | 13,222 | $553K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -5.5% | 13,176 | $551K |
| RFG Advisory, LLC | 0.02% | Reduce -2.1% | 13,097 | $547K |
| Measured Wealth Private Client Group, LLC | 0.19% | Add +67.5% | 13,035 | $545K |
| Legacy Edge Advisors, LLC | 0.10% | Add +78.0% | 12,912 | $540K |
| Florin Court Capital LLP | 0.74% | No change | 12,900 | $539K |
| Investment Planning Advisors, Inc. | 0.28% | — | 12,899 | $539K |
| Hillsdale Investment Management Inc. | 0.04% | No change | 12,860 | $538K |
| First City Capital Management, Inc. | 0.30% | Add +7.3% | 12,610 | $527K |
| Two Sigma Securities, LLC | 0.03% | Reduce -61.8% | 12,583 | $526K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -0.5% | 12,422 | $519K |
| Avitas Wealth Management LLC | 0.08% | Add +4.5% | 12,407 | $519K |
| Captrust Financial Advisors | 0.00% | Reduce -8.9% | 12,081 | $505K |
| Perigon Wealth Management, LLC | 0.01% | New | 11,995 | $501K |
| Brown, Lisle/Cummings, Inc. | 0.16% | No change | 11,982 | $501K |
| Auour Investments LLC | 0.18% | Reduce -1.1% | 11,850 | $495K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -21.1% | 11,692 | $489K |
| Tyche Wealth Partners LLC | 0.12% | No change | 11,675 | $488K |
| Western Wealth Management, LLC | 0.04% | Reduce -16.0% | 11,613 | $485K |
| Foundations Investment Advisors, LLC | 0.01% | New | 11,412 | $477K |
| Legacy Capital Wealth Partners, LLC | 0.12% | New | 11,401 | $477K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.7% | 11,266 | $471K |
| ELCO Management Co., LLC | 0.27% | No change | 11,200 | $468K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.6% | 11,014 | $460K |
| Darden Wealth Group Inc | 0.27% | New | 10,850 | $454K |
| Betterment LLC | 0.00% | Add +11.2% | 10,557 | $441K |
| Moneco Advisors, LLC | 0.06% | Reduce -3.4% | 10,142 | $424K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -3.4% | 10,125 | $423K |
| Private Trust Co. NA | 0.04% | Reduce -13.2% | 9,827 | $411K |
| City Center Advisors, LLC | 0.48% | No change | 9,713 | $409K |
| Worth Financial Advisory Group, LLC | 0.27% | Add +0.2% | 9,782 | $409K |
| Mascoma Wealth Management LLC | 0.11% | Reduce -2.9% | 9,756 | $408K |
| FSB Premier Wealth Management, Inc. | 0.18% | Add +0.3% | 9,702 | $406K |
| Kornitzer Capital Management Inc. | 0.01% | New | 9,621 | $402K |
| Advisory Alpha, LLC | 0.02% | Reduce -31.3% | 9,604 | $401K |
| IFP Advisors, Inc | 0.02% | Add +0.7% | 9,603 | $401K |
| Aveo Capital Partners, LLC | 0.05% | Add +5.3% | 9,568 | $400K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -34.8% | 9,414 | $394K |
| Blue Fin Capital, Inc. | 0.08% | No change | 9,404 | $393K |
| LPF Advisors LLC | 0.35% | Reduce -5.3% | 9,121 | $381K |
| Marshall Financial Group, LLC | 0.11% | Add +6.4% | 9,020 | $377K |
| Mutual Advisors, LLC | 0.01% | New | 8,965 | $374K |
| Realta Investment Advisors | 0.07% | Reduce -1.8% | 8,933 | $373K |
| Patten Group, Inc. | 0.09% | Add +50.2% | 8,834 | $369K |
| &partners | 0.02% | New | 8,819 | $369K |
| Strategic Blueprint, LLC | 0.03% | Add +56.6% | 8,804 | $368K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -61.0% | 8,571 | $357K |
| Tortoise Investment Management, LLC | 0.04% | No change | 8,505 | $356K |
| LJI Wealth Management, LLC | 0.08% | New | 8,465 | $354K |
| Citadel Advisors | 0.00% | Add +257.3% | 8,460 | $354K |
| L.M. Kohn & Company | 0.10% | Reduce -4.8% | 8,410 | $352K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -6.1% | 8,292 | $347K |
| Modern Wealth Management, LLC | 0.03% | Reduce -8.6% | 8,236 | $344K |
| Financial Counselors Inc. | 0.01% | Reduce -2.6% | 8,192 | $342K |
| Eastern Bank | 0.01% | No change | 8,135 | $340K |
| Quattro Financial Advisors LLC | 0.09% | No change | 8,074 | $337K |
| Burke & Herbert Bank & Trust Co. | 0.08% | New | 7,865 | $329K |
| Aletheian Wealth Advisors LLC | 0.17% | Add +10.2% | 7,814 | $327K |
| Financial Advocates Investment Management | 0.02% | Add +56.9% | 7,775 | $325K |
| BayBridge Capital Group, LLC | 0.25% | Reduce -0.8% | 7,760 | $324K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -17.3% | 7,741 | $324K |
| Clearstead Trust, LLC | 0.08% | No change | 7,700 | $322K |
| Melone Private Wealth, LLC | 0.19% | Add +1.8% | 7,681 | $321K |
| Navis Wealth Advisors, LLC | 0.36% | No change | 7,500 | $314K |
| WealthCare Investment Partners, LLC | 0.15% | Reduce -7.7% | 7,492 | $313K |
| FSC Wealth Advisors, LLC | 0.23% | Add +2.6% | 7,441 | $311K |
| WealthShield Partners, LLC | 0.05% | Reduce -1.4% | 7,354 | $307K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | New | 7,337 | $307K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.07% | Reduce -33.8% | 7,337 | $307K |
| Redmont Wealth Advisors LLC | 0.48% | Add +0.1% | 7,288 | $305K |
| Essex Financial Services, Inc. | 0.02% | Add +14.9% | 7,311 | $302K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,199 | $300K |
| Consolidated Portfolio Review Corp | 0.07% | New | 7,147 | $299K |
| Pinion Investment Advisors, LLC | 0.15% | Add +2.8% | 7,116 | $297K |
| Ehrlich Financial Group | 0.23% | New | 6,970 | $291K |
| Authentikos Wealth Advisory, LLC | 0.28% | New | 7,165 | $290K |
| One Capital Management, LLC | 0.01% | Reduce -32.2% | 6,828 | $285K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +2.5% | 6,769 | $283K |
| Farther Finance Advisors, LLC | 0.01% | Add +288.3% | 6,772 | $281K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +0.7% | 6,704 | $280K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -4.2% | 6,683 | $279K |
| Mirador Capital Partners LP | 0.05% | Add +0.9% | 6,630 | $277K |
| Saxon Interests, Inc. | 0.13% | No change | 6,629 | $277K |
| Kovack Advisors, Inc. | 0.03% | Add +1.9% | 6,597 | $276K |
| DAVENPORT & Co LLC | 0.00% | No change | 6,516 | $272K |
| Kelly Financial Services LLC | 0.10% | Reduce -11.9% | 6,483 | $271K |
| Endowment Wealth Management, Inc. | 0.20% | Reduce -5.0% | 6,474 | $271K |
| Community Bank, N.A. | 0.04% | No change | 6,455 | $270K |
| Gotham Asset Management | 0.00% | Add +5.8% | 6,444 | $269K |
| 1900 Wealth Management LLC | 0.02% | Reduce -86.2% | 6,296 | $263K |
| Planned Solutions, Inc. | 0.13% | Add +4.7% | 6,260 | $262K |
| Bank of Marin | 0.22% | Reduce -39.2% | 6,190 | $259K |
| LexAurum Advisors, LLC | 0.06% | Add +12.6% | 6,147 | $257K |
| Capital CS Group, LLC | 0.29% | Add +3.6% | 6,009 | $251K |
| RFG Holdings, Inc. | 0.10% | No change | 5,996 | $251K |
| Balboa Wealth Partners | 0.07% | Add +0.7% | 5,980 | $250K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -5.5% | 5,954 | $249K |
| Meridian Wealth Management, LLC | 0.03% | New | 5,911 | $247K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Add +0.8% | 5,902 | $247K |
| Rothschild Wealth LLC | 0.08% | No change | 5,870 | $245K |
| Watershed Private Wealth LLC | 0.10% | Reduce -26.6% | 5,821 | $243K |
| Ascentis Independent Advisors | 0.05% | — | 5,671 | $237K |
| CGN Advisors LLC | 0.03% | New | 5,624 | $235K |
| Arrowroot Family Office, LLC | 0.15% | Reduce -14.0% | 5,608 | $234K |
| Geller Advisors LLC | 0.02% | Add +7.5% | 5,576 | $233K |
| Fourpath Capital Management, LLC | 0.17% | Reduce -0.2% | 5,435 | $227K |
| Commerce Bank | 0.00% | New | 5,412 | $226K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -26.9% | 5,266 | $220K |
| Buska Wealth Management, LLC | 0.09% | Reduce -42.2% | 5,241 | $219K |
| Ascent Group, LLC | 0.02% | Reduce -8.3% | 5,079 | $212K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.1% | 5,041 | $211K |
| James Investment Research, Inc. | 0.02% | No change | 4,950 | $207K |
| Plan Group Financial, LLC | 0.13% | New | 4,905 | $205K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,887 | $204K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +0.5% | 4,879 | $204K |
| RVW Wealth, LLC | 0.02% | Reduce -23.0% | 4,873 | $204K |
| GTS Securities LLC | 0.00% | New | 4,814 | $201K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 3,985 | $167K |
| MCF Advisors LLC | 0.01% | Add +1.2% | 3,784 | $158K |
| Nordwand Advisors, LLC | 0.05% | Add +150.8% | 2,985 | $125K |
| Gradient Investments LLC | 0.00% | Reduce -1.8% | 2,898 | $121K |
| Webster Bank, N. A. | 0.01% | Reduce -96.6% | 2,799 | $117K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,673 | $111K |
| Hobbs Group Advisors, LLC | 0.04% | — | 2,593 | $108K |
| Global Financial Private Client, LLC | 0.04% | Reduce -13.5% | 2,554 | $107K |
| Capital Analysts, LLC | 0.00% | Reduce -56.1% | 2,477 | $104K |
| Scarborough Advisors, LLC | 0.04% | Add +22.9% | 2,427 | $101K |
| Castleview Partners, LLC | 0.06% | Add +27.3% | 2,408 | $101K |
| Angeles Wealth Management, LLC | 0.01% | Add +10.7% | 2,097 | $88K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +21.1% | 2,007 | $83K |
| Balefire, LLC | 0.03% | Reduce -0.7% | 1,866 | $78K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -8.7% | 1,669 | $70K |
| SWAN Capital LLC | 0.04% | New | 1,598 | $67K |
| Horizon Investments, LLC | 0.00% | Add +22.1% | 1,585 | $65K |
| Colonial Trust Co / SC | 0.01% | No change | 1,500 | $63K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 1,459 | $61K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,371 | $57K |
| Sandy Spring Bank | 0.00% | New | 1,046 | $44K |
| Barclays PLC | 0.00% | No change | 1,000 | $42K |
| IAG Wealth Partners, LLC | 0.01% | New | 982 | $41K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 933 | $39K |
| PFS Partners, LLC | 0.02% | No change | 874 | $37K |
| Ridgewood Investments LLC | 0.02% | New | 800 | $33K |
| Mather Group, Llc. | 0.00% | New | 793 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1.1% | 762 | $32K |
| First Horizon Advisors, Inc. | 0.00% | Add +12.1% | 724 | $30K |
| City Holding Co. | 0.00% | No change | 707 | $30K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 580 | $24K |
| Opal Wealth Advisors, LLC | 0.01% | New | 579 | $24K |
| Jones Financial Companies LLLP | 0.00% | New | 566 | $24K |
| Park Place Capital Corp | 0.01% | New | 500 | $21K |
| Caldwell Trust Co | 0.00% | No change | 500 | $21K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 500 | $21K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 447 | $19K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 424 | $18K |
| Avior Wealth Management, LLC | 0.00% | Reduce -51.4% | 329 | $14K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 327 | $14K |
| Global Trust Asset Management, LLC | 0.01% | No change | 310 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Add +22.1% | 293 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 274 | $12K |
| Anfield Capital Management, LLC | 0.01% | New | 274 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | New | 245 | $10K |
| Tidemark, LLC | 0.00% | Reduce -49.4% | 221 | $9K |
| Westside Investment Management, Inc. | 0.00% | Reduce -5.7% | 214 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 207 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.7% | 201 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 190 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $8K |
| Continuum Advisory, LLC | 0.00% | No change | 173 | $7K |
| Kozak & Associates, Inc. | 0.00% | New | 144 | $6K |
| Clear Investment Research, LLC | 0.01% | Reduce -63.2% | 136 | $6K |
| Unique Wealth Strategies, LLC | 0.00% | New | 89 | $4K |
| Triad Wealth Partners, LLC | 0.00% | New | 86 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 76 | $3K |
| NorthRock Partners, LLC | 0.00% | Add +1.7% | 61 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 54 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 50 | $2K |
| REAP Financial Group, LLC | 0.00% | Add +4.3% | 49 | $2K |
| FMR LLC | 0.00% | Add +2200.0% | 46 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -94.0% | 44 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -96.5% | 41 | $2K |
| PSI Advisors, LLC | 0.00% | New | 41 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +166.7% | 32 | $1K |
| Arax Advisory Partners | 0.00% | No change | 32 | $1K |
| American National Bank & Trust | 0.00% | New | 26 | $1K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 25 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 44 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 21 | $878 |
| Signaturefd, LLC | 0.00% | Reduce -96.3% | 21 | $870 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 9 | $376 |
| New Millennium Group LLC | 0.00% | New | 8 | $334 |
| Citigroup Inc. | 0.00% | New | 5 | $209 |
| Rakuten Securities, Inc. | 0.00% | Add +300.0% | 4 | $167 |
| Addison Advisors LLC | 0.00% | No change | 3 | $126 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is SRLN's weight in each manager's 13F, not the share of SS Blackstone Sr Loan ETF the manager owns.