SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q3 2024 (September 30)507holders −5
41new positions
51sold out
4famous investors
$41.76avg. 13F price*
At the end of Q3 2024, 507 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 5 from Q2 2024. 41 opened new positions and 51 sold out. The largest holders were Healthcare of Ontario Pension Plan Trust Fund ($470.6M), Bank of America Corp. ($415.2M) and Arizona PSPRS Trust ($314.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q3 2024)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $501.8M |
| Exits | 51 | $250.6M |
All 13F filers, Q2 2024 → Q3 2024: 19,606,915 shares bought and 25,775,953 shares sold, net −6,169,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 507 holders
| Healthcare of Ontario Pension Plan Trust Fund | 1.15% | New | 11,268,864 | $470.6M |
| Bank of America Corp. | 0.04% | Reduce -31.5% | 9,941,498 | $415.2M |
| Arizona PSPRS Trust | 12.50% | Add +2.2% | 7,536,079 | $314.7M |
| Morgan Stanley | 0.02% | Reduce -15.8% | 7,304,932 | $305.1M |
| Goldman Sachs Group Inc. | 0.04% | Add +53.4% | 4,405,351 | $184.0M |
| State of Tennessee, Department of Treasury | 0.56% | Reduce -3.5% | 3,808,247 | $159.0M |
| State Street Corp. | 0.01% | Reduce -6.3% | 3,040,085 | $127.0M |
| BlackRock, Inc. | 0.00% | — | 2,816,659 | $117.6M |
| LPL Financial LLC | 0.05% | Add +2.6% | 2,628,773 | $109.8M |
| Symetra Investment Management Co | 37.86% | Reduce -14.5% | 2,550,700 | $106.5M |
| Partners Capital Investment Group, LLP | 1.67% | Reduce -7.3% | 2,497,458 | $104.3M |
| Ensign Peak Advisors, Inc | 0.17% | Add +12.1% | 2,312,000 | $96.5M |
| Counterpoint Mutual Funds LLC | 18.14% | Add +45.1% | 2,292,849 | $95.7M |
| Renaissance Technologies | 0.12% | Add +40.9% | 1,935,500 | $80.8M |
| Bank of Nova Scotia | 0.15% | Add +127.3% | 1,799,255 | $75.1M |
| Royal Bank of Canada | 0.02% | Reduce -4.8% | 1,739,558 | $72.6M |
| Aristotle Pacific Capital, LLC | 17.43% | Add +1.7% | 1,454,662 | $60.7M |
| Wells Fargo & Company | 0.01% | Reduce -34.0% | 1,311,832 | $54.8M |
| Wellington Management Group LLP | 0.01% | Reduce -0.4% | 1,268,450 | $53.0M |
| Kensington Asset Management, LLC | 2.86% | Reduce -39.3% | 1,244,811 | $52.1M |
| UBS Group AG | 0.01% | Reduce -0.9% | 1,194,410 | $49.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.3% | 1,106,655 | $46.2M |
| Hilton Capital Management, LLC | 3.25% | Add +5.4% | 1,002,033 | $41.8M |
| Money Design Co.,Ltd. | 1.91% | Reduce -27.5% | 916,957 | $38.3M |
| GE Investment Management Corp. | 11.15% | Add +47.6% | 870,441 | $36.3M |
| Jane Street Group, LLC | 0.05% | Add +98.9% | 796,102 | $33.2M |
| Guggenheim Capital LLC | 0.23% | Reduce -10.2% | 775,585 | $32.4M |
| Endurance Services Ltd | 5.41% | No change | 773,100 | $32.3M |
| Ameritas Advisory Services, LLC | 1.35% | Add +3.7% | 749,720 | $31.3M |
| Osaic Holdings, Inc. | 0.07% | Add +14.8% | 694,650 | $29.0M |
| Osborne Partners Capital Management, LLC | 1.57% | Add +3.8% | 661,621 | $27.6M |
| Conning Inc. | 0.93% | No change | 641,275 | $26.8M |
| Emory University | 40.48% | Add +2.2% | 640,265 | $26.7M |
| Lord, Abbett & Co. LLC | 0.09% | Reduce -34.0% | 631,956 | $26.4M |
| Deutsche Bank AG | 0.01% | Reduce -48.0% | 583,143 | $24.4M |
| Raymond James & Associates | 0.01% | Reduce -13.6% | 576,691 | $24.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -40.9% | 567,903 | $23.7M |
| Creative Planning | 0.02% | Add +2.2% | 553,226 | $23.1M |
| Zega Financial, LLC | 7.51% | Add +1.8% | 546,976 | $22.8M |
| Stifel Financial Corp. | 0.02% | Reduce -3.3% | 502,776 | $21.0M |
| Calamos Advisors LLC | 0.14% | No change | 499,250 | $20.8M |
| Bank of Montreal | 0.01% | Add +421.2% | 484,579 | $20.2M |
| Concord Wealth Partners | 3.24% | Add +0.6% | 464,335 | $19.4M |
| Concord Asset Management, LLC | 4.19% | Add +5.3% | 443,608 | $18.5M |
| New York Life Investment Management LLC | 0.18% | Reduce -7.0% | 435,429 | $18.2M |
| Matthew Goff Investment Advisor, LLC | 3.42% | Reduce -1.2% | 430,913 | $18.0M |
| Mariner Investment Group LLC | 4.69% | Reduce -55.4% | 408,812 | $17.1M |
| Merit Financial Group, LLC | 0.36% | Add +0.0% | 387,661 | $16.2M |
| Drake & Associates, LLC | 5.21% | Add +4.4% | 386,258 | $16.1M |
| Federated Hermes, Inc. | 0.03% | Reduce -8.7% | 377,000 | $15.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +13.5% | 361,163 | $15.1M |
| Country Trust Bank | 0.32% | Add +1.7% | 309,520 | $12.9M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +10.4% | 306,160 | $12.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.0% | 296,904 | $12.4M |
| Donoghue Forlines LLC | 3.50% | Reduce -37.9% | 294,389 | $12.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.9% | 279,107 | $11.7M |
| Ocean Park Asset Management, LLC | 0.50% | Reduce -58.8% | 271,252 | $11.3M |
| AlphaStar Capital Management, LLC | 0.88% | Add +44.9% | 263,980 | $11.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +26.5% | 258,967 | $10.8M |
| L & S Advisors Inc | 1.24% | Add +8.6% | 253,743 | $10.6M |
| Pathstone Holdings, LLC | 0.05% | Add +30.3% | 251,598 | $10.5M |
| Harbor Advisory Corp. | 3.42% | Reduce -1.5% | 251,257 | $10.5M |
| Cetera Investment Advisers | 0.02% | Reduce -2.2% | 250,274 | $10.5M |
| Oppenheimer Asset Management Inc. | 0.12% | Reduce -1.6% | 245,748 | $10.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -70.6% | 243,643 | $10.2M |
| Logan Stone Capital, LLC | 2.51% | Add +10.8% | 240,853 | $10.1M |
| Nuveen Asset Management, LLC | 0.00% | No change | 240,000 | $10.0M |
| Scotia Capital Inc. | 0.05% | Reduce -18.1% | 229,917 | $9.6M |
| Goldstone Financial Group, LLC | 1.63% | Add +14.6% | 224,293 | $9.4M |
| Stablepoint Partners, LLC | 1.69% | Add +12.0% | 222,426 | $9.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +12.2% | 221,166 | $9.2M |
| Refined Wealth Management | 6.93% | Add +0.9% | 215,134 | $9.0M |
| Petix & Botte Co | 2.36% | Add +4.0% | 212,343 | $8.9M |
| First Manhattan Co. Llc. | 0.03% | Reduce -48.2% | 211,803 | $8.8M |
| Fragasso Financial Advisors Inc | 0.66% | Add +5.8% | 205,740 | $8.6M |
| Prentice Wealth Management LLC | 2.51% | Add +4.3% | 202,034 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.2% | 199,413 | $8.3M |
| Integrated Wealth Concepts LLC | 0.10% | Add +4.3% | 199,340 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.7% | 198,199 | $8.3M |
| Destiny Wealth Partners, LLC | 1.45% | Reduce -0.5% | 197,338 | $8.2M |
| MRA Advisory Group | 4.44% | Add +4.1% | 194,365 | $8.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -75.7% | 192,784 | $8.1M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -10.6% | 191,706 | $8.0M |
| Shilanski & Associates, Inc. | 2.54% | Reduce -0.5% | 187,023 | $7.8M |
| Secure Asset Management, LLC | 1.28% | Reduce -21.1% | 182,120 | $7.6M |
| Drive Wealth Management, LLC | 1.94% | Add +58.6% | 178,615 | $7.5M |
| Hilltop Partners LLC | 2.47% | Add +7.4% | 175,561 | $7.3M |
| Assetmark, Inc. | 0.02% | Reduce -4.0% | 175,544 | $7.3M |
| NewSquare Capital LLC | 0.56% | Add +3.3% | 168,511 | $7.0M |
| Luken Investment Analytics, LLC | 3.21% | Add +2.9% | 167,583 | $7.0M |
| Semmax Financial Advisors Inc. | 1.90% | Add +41.1% | 165,203 | $6.9M |
| Little Harbor Advisors, LLC | 4.26% | Add +8.0% | 164,268 | $6.9M |
| Catalyst Capital Advisors LLC | 0.15% | Add +43.4% | 160,158 | $6.7M |
| KMG Fiduciary Partners, LLC | 0.58% | Add +11.0% | 160,146 | $6.7M |
| Macquarie Group Ltd. | 0.01% | Add +128.6% | 160,000 | $6.7M |
| FC Advisory LLC | 2.23% | Add +7.2% | 158,944 | $6.6M |
| Flow Traders U.S. LLC | 0.32% | Add +648.7% | 150,625 | $6.3M |
| Rainey & Randall Wealth Advisors Inc. | 1.33% | Add +1.0% | 148,161 | $6.2M |
| Adell Harriman & Carpenter Inc. | 0.45% | Reduce -3.8% | 148,055 | $6.2M |
| WESPAC Advisors SoCal, LLC | 1.39% | New | 143,398 | $6.0M |
| O'Connor Financial Group LLC | 3.14% | Add +7.4% | 143,312 | $6.0M |
| Jefferies Financial Group Inc. | 0.10% | Add +0.6% | 141,536 | $5.9M |
| Citadel Advisors | 0.01% | Add +1568.1% | 141,122 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.27% | Add +18.8% | 140,889 | $5.9M |
| CW Advisors, LLC | 0.08% | Reduce -36.3% | 140,749 | $5.9M |
| Corient Private Wealth LP | 0.01% | Reduce -3.5% | 138,567 | $5.8M |
| Stableford Capital II LLC | 2.15% | Reduce -47.2% | 128,502 | $5.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -17.5% | 128,191 | $5.4M |
| Curtis Advisory Group, LLC | 1.49% | Add +2.2% | 125,415 | $5.2M |
| Windsor Capital Management, LLC | 1.49% | Add +2.7% | 122,639 | $5.1M |
| Baker Avenue Asset Management, LP | 0.16% | Add +4.0% | 121,643 | $5.1M |
| Palogic Value Management, L.P. | 2.01% | Add +16.3% | 118,537 | $4.9M |
| Wedbush Securities Inc. | 0.17% | Add +144.2% | 111,142 | $4.6M |
| Canal Capital Management, LLC | 0.74% | Add +3.6% | 111,022 | $4.6M |
| Western Wealth Management, LLC | 0.26% | Add +855.3% | 110,935 | $4.6M |
| Atria Investments, Inc | 0.06% | Reduce -36.5% | 110,108 | $4.6M |
| Blackstone Inc. | 0.02% | Reduce -13.8% | 108,664 | $4.5M |
| CreativeOne Wealth, LLC | 0.15% | Add +9.7% | 105,315 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -74.1% | 104,700 | $4.4M |
| Asset Allocation & Management Company, LLC | 2.67% | Reduce -48.0% | 101,776 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.3% | 99,992 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -2.3% | 99,992 | $4.2M |
| Centaurus Financial, Inc. | 0.26% | Reduce -20.0% | 98,790 | $4.1M |
| Cerity Partners LLC | 0.01% | Reduce -5.8% | 98,371 | $4.1M |
| Quadrature Capital Ltd | 0.09% | New | 97,500 | $4.1M |
| Waverly Advisors, LLC | 0.07% | Add +4.5% | 97,293 | $4.1M |
| National Philanthropic Trust | 0.07% | No change | 96,129 | $4.0M |
| CENTRAL TRUST Co | 0.09% | Add +0.9% | 96,117 | $4.0M |
| Trivium Point Advisory, LLC | 0.54% | Reduce -0.9% | 93,047 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.6% | 89,178 | $3.7M |
| Edgestream Partners, L.P. | 0.16% | Add +13.0% | 86,265 | $3.6M |
| TFG Advisers LLC | 1.29% | Add +5.6% | 86,172 | $3.6M |
| Park Avenue Securities LLC | 0.04% | Add +7.8% | 83,873 | $3.5M |
| First Foundation Advisors | 0.13% | New | 83,352 | $3.5M |
| Truist Financial Corp. | 0.01% | Reduce -0.8% | 82,979 | $3.5M |
| Cwm, LLC | 0.01% | Add +86.7% | 82,778 | $3.5M |
| Beta Wealth Group, Inc. | 1.56% | Add +7.3% | 82,605 | $3.4M |
| Prospera Financial Services Inc | 0.09% | Reduce -10.4% | 82,566 | $3.4M |
| ARS Wealth Advisors Group, LLC | 0.42% | Add +0.0% | 81,032 | $3.4M |
| Flow State Investments, L.P. | 3.22% | No change | 79,300 | $3.3M |
| USAdvisors Wealth Management, LLC | 1.16% | Reduce -3.1% | 79,283 | $3.3M |
| Romano Brothers and Company | 0.40% | Add +3.3% | 77,440 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +13.8% | 77,037 | $3.2M |
| Hofer & Associates. Inc | 2.20% | Reduce -0.0% | 76,205 | $3.2M |
| Fortis Capital Management LLC | 0.64% | Add +49.2% | 75,954 | $3.2M |
| Global Retirement Partners, LLC | 0.10% | Add +8.7% | 75,628 | $3.2M |
| J. W. Coons Advisors, LLC | 0.58% | Reduce -1.0% | 74,678 | $3.1M |
| Silver Oak Securities, Incorporated | 0.33% | Add +5.0% | 73,780 | $3.1M |
| Aspire Private Capital, LLC | 0.73% | Add +3.4% | 73,090 | $3.1M |
| Whitford Management LLC | 1.71% | Reduce -39.8% | 72,185 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +2.4% | 72,008 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -11.8% | 71,630 | $3.0M |
| Cercano Management LLC | 0.07% | Reduce -87.2% | 71,523 | $3.0M |
| Hibernia Wealth Partners, LLC | 1.01% | Add +1.7% | 69,907 | $2.9M |
| Integrated Advisors Network LLC | 0.14% | Reduce -8.5% | 69,671 | $2.9M |
| Composition Wealth, LLC | 0.07% | Add +3.4% | 68,368 | $2.9M |
| Perissos Private Wealth Management, LLC | 2.27% | Reduce -7.9% | 67,736 | $2.8M |
| Albion Financial Group | 0.20% | Reduce -11.6% | 67,663 | $2.8M |
| Brendel Financial Advisors LLC | 1.59% | Reduce -9.5% | 67,258 | $2.8M |
| Twelve Points Wealth Management LLC | 0.87% | Add +17.5% | 65,926 | $2.8M |
| Cynosure Group, LLC | 0.39% | Reduce -38.8% | 64,842 | $2.7M |
| World Investment Advisors | 0.08% | Add +4.1% | 64,487 | $2.7M |
| Stephens Inc. | 0.04% | Add +15.6% | 63,975 | $2.7M |
| RPg Family Wealth Advisory, LLC | 0.85% | Add +8.4% | 62,828 | $2.6M |
| Independent Financial Group, LLC | 0.10% | Add +24.4% | 62,723 | $2.6M |
| My Legacy Advisors, LLC | 1.01% | Reduce -11.9% | 61,489 | $2.6M |
| Lanark Financial, Inc. | 0.21% | Add +1.1% | 60,572 | $2.5M |
| Wealth Management Associates, Inc. | 1.10% | Add +4.1% | 60,177 | $2.5M |
| Bain Capital Credit, LP | 0.52% | Reduce -89.3% | 60,136 | $2.5M |
| Amundi | 0.00% | Reduce -40.0% | 60,000 | $2.5M |
| Prudential PLC | 0.01% | Add +0.7% | 58,100 | $2.4M |
| International Assets Investment Management, LLC | 0.20% | Reduce -3.5% | 57,691 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +21.3% | 57,274 | $2.4M |
| Simplicity Wealth,LLC | 0.22% | Add +319.4% | 55,736 | $2.3M |
| BBJS Financial Advisors, LLC | 0.82% | New | 55,331 | $2.3M |
| Sagace Wealth Management LLC | 1.78% | Add +10.2% | 54,838 | $2.3M |
| Calton & Associates, Inc. | 0.87% | Reduce -44.0% | 54,316 | $2.3M |
| Garden State Investment Advisory Services LLC | 0.72% | Reduce -3.4% | 53,945 | $2.3M |
| Compass Financial Group, Inc. | 1.02% | Add +0.5% | 53,007 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +48.6% | 52,776 | $2.2M |
| IHT Wealth Management, LLC | 0.06% | Add +75.7% | 52,705 | $2.2M |
| Engineers Gate Manager LP | 0.04% | New | 50,149 | $2.1M |
| Centiva Capital, LP | 0.09% | New | 50,000 | $2.1M |
| OmniStar Financial Group, Inc. | 1.56% | Add +21.6% | 49,681 | $2.1M |
| Two Sigma Securities, LLC | 0.16% | Add +294.0% | 49,574 | $2.1M |
| Verus Capital Partners, LLC | 0.20% | Add +2.5% | 49,217 | $2.1M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -4.1% | 48,805 | $2.0M |
| Clark Capital Management Group, Inc. | 0.01% | New | 48,765 | $2.0M |
| Nilsine Partners, LLC | 0.26% | Add +3.6% | 48,110 | $2.0M |
| Old Mission Capital LLC | 0.04% | Reduce -65.3% | 47,791 | $2.0M |
| Regal Investment Advisors LLC | 0.14% | Reduce -70.6% | 47,650 | $2.0M |
| AEGON USA Investment Management, LLC | 1.97% | Reduce -4.0% | 47,300 | $2.0M |
| Foundations Investment Advisors, LLC | 0.04% | Add +313.1% | 47,143 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +291.8% | 46,996 | $2.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +9.3% | 45,711 | $1.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -30.2% | 44,078 | $1.8M |
| Millennium Management | 0.00% | Reduce -77.6% | 43,905 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +29.0% | 43,459 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -58.2% | 43,614 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -27.9% | 43,026 | $1.8M |
| Investors Research Corp | 0.39% | Reduce -0.1% | 42,671 | $1.8M |
| Quartz Partners, LLC | 1.12% | — | 42,671 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -14.2% | 41,107 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +61.3% | 41,011 | $1.7M |
| Black Diamond Financial, LLC | 0.29% | No change | 40,908 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -91.1% | 40,775 | $1.7M |
| Visionary Wealth Advisors | 0.10% | Reduce -51.6% | 40,744 | $1.7M |
| Great Waters Wealth Management | 0.23% | Reduce -3.9% | 40,062 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -6.5% | 39,959 | $1.7M |
| Nottingham Advisors, Inc. | 0.18% | Reduce -0.5% | 39,703 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.5% | 39,670 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +0.2% | 39,482 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.8% | 38,510 | $1.6M |
| Prudent Man Advisors, LLC | 0.53% | No change | 38,200 | $1.6M |
| AXS Investments LLC | 0.42% | Reduce -19.6% | 37,746 | $1.6M |
| LifePro Asset Management | 0.95% | Add +4.5% | 37,140 | $1.6M |
| Paladin Advisory Group, LLC | 1.13% | Add +0.8% | 36,819 | $1.5M |
| Patton Albertson Miller Group, LLC | 0.21% | Reduce -0.8% | 36,790 | $1.5M |
| Shum Financial Group, Inc. | 1.26% | — | 36,157 | $1.5M |
| HRT Financial LP | 0.01% | New | 35,965 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.45% | Add +30.4% | 35,630 | $1.5M |
| Dumont & Blake Investment Advisors LLC | 0.39% | Reduce -48.4% | 35,013 | $1.5M |
| Advisory Services Network, LLC | 0.03% | No change | 34,922 | $1.5M |
| Friedenthal Financial | 0.84% | Add +2.2% | 34,518 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +26.3% | 33,168 | $1.4M |
| Courier Capital LLC | 0.09% | No change | 32,779 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +0.6% | 32,549 | $1.4M |
| Faithward Advisors, LLC | 0.23% | Reduce -2.5% | 32,203 | $1.3M |
| Clear Creek Financial Management, LLC | 0.15% | Add +50.0% | 32,014 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -20.1% | 31,536 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +1.1% | 31,477 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | Reduce -6.5% | 30,609 | $1.3M |
| US Financial Advisors, LLC | 0.40% | Add +0.7% | 30,545 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -12.9% | 29,955 | $1.3M |
| Graypoint LLC | 0.08% | Add +5.5% | 29,448 | $1.2M |
| Coppell Advisory Solutions LLC | 0.18% | Add +13.6% | 28,766 | $1.2M |
| Landmark Wealth Management, Inc. | 0.59% | Add +7.6% | 28,593 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +14.7% | 28,486 | $1.2M |
| Naples Global Advisors, LLC | 0.11% | Reduce -3.9% | 28,065 | $1.2M |
| Heritage Wealth Management, Inc. | 1.06% | Add +0.9% | 28,017 | $1.2M |
| NTV Asset Management LLC | 0.16% | Reduce -0.1% | 27,800 | $1.2M |
| Insigneo Advisory Services, LLC | 0.12% | Add +8.7% | 27,730 | $1.2M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -6.1% | 27,646 | $1.2M |
| Darwin Wealth Management, LLC | 0.32% | Reduce -87.9% | 27,530 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -7.9% | 27,225 | $1.1M |
| Flagstar Securities, Inc. | 0.29% | Add +2.1% | 27,080 | $1.1M |
| Park Avenue Institutional Advisers LLC | 2.05% | Reduce -84.3% | 26,330 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 25,858 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -2.4% | 25,553 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.5% | 25,301 | $1.1M |
| Adams Wealth Management | 0.22% | Reduce -28.1% | 24,908 | $1.0M |
| CacheTech Inc. | 0.22% | Reduce -28.1% | 24,908 | $1.0M |
| Comerica Bank | 0.00% | Add +1.5% | 24,727 | $1.0M |
| Raleigh Capital Management Inc. | 0.38% | Reduce -0.6% | 23,628 | $987K |
| Mariner, LLC | 0.00% | Reduce -60.0% | 23,217 | $970K |
| RDA Financial Network | 0.30% | Add +5.7% | 23,113 | $965K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.8% | 22,981 | $960K |
| Eldridge Investment Advisors, Inc. | 0.23% | Reduce -35.2% | 23,116 | $958K |
| Sachetta, LLC | 0.37% | Add +8.3% | 22,512 | $940K |
| &partners | 0.02% | Add +148.9% | 21,949 | $917K |
| Nicholas Wealth, LLC. | 0.57% | Reduce -5.0% | 21,706 | $906K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.2% | 21,657 | $899K |
| Transamerica Financial Advisors, LLC | 0.09% | Reduce -6.6% | 21,480 | $898K |
| First City Capital Management, Inc. | 0.45% | Add +66.2% | 20,960 | $875K |
| Richardson Financial Services Inc. | 0.56% | Add +1.4% | 20,920 | $874K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -28.5% | 20,492 | $857K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -7.5% | 20,472 | $855K |
| Chesley Taft & Associates LLC | 0.04% | Add +2.5% | 20,335 | $849K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -42.5% | 20,242 | $848K |
| McAdam, LLC | 0.05% | Add +9.3% | 20,118 | $840K |
| PFG Investments, LLC | 0.05% | Add +2.3% | 19,569 | $817K |
| Invesco Ltd. | 0.00% | Reduce -18.1% | 19,365 | $809K |
| McNamara Financial Services, Inc. | 0.16% | Add +10.0% | 19,046 | $795K |
| Virtue Capital Management, LLC | 0.15% | New | 18,405 | $769K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +6.9% | 17,543 | $733K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 17,109 | $714K |
| Madison Wealth Partners, Inc | 0.21% | Reduce -0.7% | 17,056 | $712K |
| Legacy Edge Advisors, LLC | 0.11% | Add +30.8% | 16,887 | $705K |
| Retirement Financial Solutions, LLC | 0.31% | Add +1.9% | 16,837 | $703K |
| Good Life Advisors, LLC | 0.04% | Add +0.6% | 16,177 | $676K |
| City Center Advisors, LLC | 0.75% | Add +66.2% | 16,142 | $674K |
| Argent Financial Group, Inc. | 0.08% | — | 16,136 | $674K |
| RFG Advisory, LLC | 0.02% | Add +22.3% | 16,016 | $669K |
| Hillsdale Investment Management Inc. | 0.05% | Add +23.3% | 15,860 | $662K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 15,777 | $659K |
| PFG Advisors | 0.04% | Reduce -23.6% | 15,728 | $657K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -43.0% | 15,716 | $656K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -3.4% | 15,686 | $655K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -3.7% | 15,402 | $642K |
| Leo Wealth, LLC | 0.06% | Reduce -0.6% | 15,177 | $634K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -0.4% | 15,152 | $633K |
| Dakota Wealth Management | 0.01% | Reduce -96.1% | 15,058 | $629K |
| Greenwich Wealth Management LLC | 0.04% | Add +0.3% | 15,006 | $627K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 14,810 | $618K |
| Peddock Capital Advisors, LLC | 0.15% | Reduce -4.1% | 14,634 | $611K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -8.7% | 14,513 | $606K |
| Harbour Investments, Inc. | 0.02% | Add +9.1% | 14,460 | $604K |
| Austin Private Wealth, LLC | 0.06% | Add +2.8% | 14,381 | $601K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 14,300 | $597K |
| Captrust Financial Advisors | 0.00% | Add +17.8% | 14,225 | $594K |
| Primoris Wealth Advisors, LLC | 0.43% | Add +1.5% | 14,186 | $592K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.42% | — | 14,072 | $588K |
| Collaborative Wealth Managment Inc. | 0.26% | Add +2.0% | 13,714 | $573K |
| Wagner Wealth Management, LLC | 0.15% | Reduce -6.9% | 13,684 | $571K |
| TrueMark Investments, LLC | 0.18% | Reduce -54.7% | 13,229 | $552K |
| ELCO Management Co., LLC | 0.30% | Add +17.9% | 13,200 | $551K |
| AE Wealth Management LLC | 0.01% | Reduce -58.8% | 13,113 | $548K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -62.1% | 13,108 | $547K |
| Focus Partners Wealth | 0.00% | Reduce -1.1% | 13,073 | $546K |
| Commerce Bank | 0.00% | Add +140.8% | 13,033 | $544K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -59.9% | 12,957 | $541K |
| Investment Planning Advisors, Inc. | 0.28% | No change | 12,899 | $539K |
| Ascentis Independent Advisors | 0.08% | Add +126.3% | 12,832 | $536K |
| Private Trust Co. NA | 0.05% | Add +23.1% | 12,100 | $505K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -23.6% | 12,061 | $504K |
| Kennicott Capital Management LLC | 0.19% | New | 11,983 | $500K |
| Prosperity Consulting Group, LLC | 0.04% | New | 11,817 | $493K |
| Sowell Financial Services LLC | 0.02% | Reduce -59.5% | 11,577 | $483K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -13.0% | 11,463 | $479K |
| Betterment LLC | 0.00% | Add +8.4% | 11,441 | $478K |
| Auour Investments LLC | 0.17% | Reduce -6.4% | 11,089 | $465K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -10.7% | 11,099 | $463K |
| Rooted Wealth Advisors, Inc. | 0.20% | Reduce -74.4% | 10,999 | $458K |
| Raymond James Trust N.A. | 0.01% | New | 10,942 | $457K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.2% | 10,881 | $454K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -7.7% | 10,778 | $450K |
| New Century Financial Group, LLC | 0.16% | New | 10,606 | $443K |
| Darden Wealth Group Inc | 0.32% | Reduce -2.3% | 10,600 | $443K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -10.0% | 10,522 | $439K |
| Aveo Capital Partners, LLC | 0.05% | Add +9.8% | 10,508 | $439K |
| Worth Financial Advisory Group, LLC | 0.26% | Add +7.4% | 10,506 | $439K |
| Avitas Wealth Management LLC | 0.06% | Reduce -15.5% | 10,484 | $438K |
| Patten Group, Inc. | 0.10% | Add +16.4% | 10,279 | $429K |
| Financial Counselors Inc. | 0.01% | Add +24.4% | 10,192 | $426K |
| Advisory Alpha, LLC | 0.01% | Add +3.2% | 9,911 | $414K |
| Mascoma Wealth Management LLC | 0.10% | No change | 9,756 | $407K |
| FSB Premier Wealth Management, Inc. | 0.17% | Reduce -0.3% | 9,675 | $404K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 9,621 | $402K |
| Moneco Advisors, LLC | 0.05% | Reduce -5.9% | 9,547 | $399K |
| Parallel Advisors, LLC | 0.01% | Reduce -16.1% | 9,455 | $395K |
| Blue Fin Capital, Inc. | 0.07% | No change | 9,404 | $393K |
| Accel Wealth Management | 0.15% | Reduce -64.6% | 9,390 | $392K |
| LJI Wealth Management, LLC | 0.08% | Add +7.1% | 9,065 | $379K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -7.6% | 8,695 | $363K |
| BayBridge Capital Group, LLC | 0.26% | Add +11.9% | 8,680 | $362K |
| IFP Advisors, Inc | 0.01% | Reduce -10.7% | 8,576 | $358K |
| Tortoise Investment Management, LLC | 0.04% | No change | 8,505 | $355K |
| Marshall Financial Group, LLC | 0.08% | Reduce -7.9% | 8,307 | $347K |
| Farther Finance Advisors, LLC | 0.01% | Add +22.1% | 8,269 | $345K |
| Modern Wealth Management, LLC | 0.02% | Reduce -0.1% | 8,229 | $344K |
| L.M. Kohn & Company | 0.09% | Reduce -2.2% | 8,224 | $343K |
| Eastern Bank | 0.01% | No change | 8,135 | $340K |
| Quattro Financial Advisors LLC | 0.10% | No change | 8,074 | $338K |
| LPF Advisors LLC | 0.29% | Reduce -11.8% | 8,043 | $336K |
| SageView Advisory Group, LLC | 0.02% | New | 8,025 | $335K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.1% | 7,763 | $324K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -23.4% | 7,758 | $324K |
| Clearstead Trust, LLC | 0.08% | No change | 7,700 | $322K |
| Kovack Advisors, Inc. | 0.03% | Add +16.7% | 7,697 | $321K |
| Rothschild Wealth LLC | 0.10% | Reduce -68.6% | 1,842 | $320K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -43.9% | 7,650 | $319K |
| Aletheian Wealth Advisors LLC | 0.19% | Reduce -2.4% | 7,630 | $319K |
| Navis Wealth Advisors, LLC | 0.34% | No change | 7,500 | $313K |
| WealthShield Partners, LLC | 0.04% | Add +0.3% | 7,378 | $308K |
| Essex Financial Services, Inc. | 0.02% | No change | 7,311 | $307K |
| Melone Private Wealth, LLC | 0.16% | Reduce -4.7% | 7,318 | $306K |
| Pinion Investment Advisors, LLC | 0.13% | Add +2.5% | 7,297 | $305K |
| Redmont Wealth Advisors LLC | 0.47% | No change | 7,288 | $304K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,199 | $302K |
| Consolidated Portfolio Review Corp | 0.07% | Add +0.9% | 7,210 | $301K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -88.2% | 7,189 | $300K |
| Lifeworks Advisors, LLC | 0.06% | New | 7,150 | $299K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.1% | 7,103 | $297K |
| Gotham Asset Management | 0.00% | Add +9.4% | 7,052 | $294K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -83.3% | 6,975 | $292K |
| Planned Solutions, Inc. | 0.12% | Add +9.9% | 6,877 | $287K |
| Balboa Wealth Partners | 0.07% | Add +14.4% | 6,840 | $286K |
| Strategic Blueprint, LLC | 0.02% | Reduce -22.7% | 6,805 | $284K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 6,769 | $283K |
| Mirador Capital Partners LP | 0.05% | Add +1.0% | 6,694 | $280K |
| One Capital Management, LLC | 0.01% | Reduce -2.1% | 6,687 | $279K |
| Spire Wealth Management | 0.01% | Reduce -55.8% | 6,639 | $277K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -1.1% | 6,632 | $277K |
| CGN Advisors LLC | 0.03% | Add +17.0% | 6,582 | $275K |
| Advisor Resource Council | 0.12% | New | 6,572 | $274K |
| Wetzel Investment Advisors, Inc. | 0.14% | New | 6,548 | $273K |
| LexAurum Advisors, LLC | 0.06% | Add +6.0% | 6,515 | $272K |
| Kelly Financial Services LLC | 0.10% | Reduce -0.0% | 6,482 | $271K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6,470 | $270K |
| Bank of Marin | 0.22% | Add +3.5% | 6,409 | $268K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -97.2% | 6,354 | $265K |
| RiverFront Investment Group, LLC | 0.01% | Add +5.2% | 6,263 | $262K |
| Capital CS Group, LLC | 0.32% | Add +4.2% | 6,262 | $261K |
| Endowment Wealth Management, Inc. | 0.17% | Reduce -3.5% | 6,246 | $261K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -6.8% | 6,231 | $260K |
| Joel Isaacson & Co., LLC | 0.01% | New | 6,132 | $256K |
| Headlands Technologies LLC | 0.03% | New | 6,132 | $256K |
| Allworth Financial LP | 0.00% | Reduce -64.4% | 6,012 | $251K |
| RFG Holdings, Inc. | 0.09% | No change | 5,996 | $250K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Reduce -29.0% | 5,887 | $246K |
| Nwam LLC | 0.01% | New | 5,886 | $246K |
| 1900 Wealth Management LLC | 0.02% | Reduce -7.5% | 5,826 | $243K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Reduce -3.2% | 5,714 | $239K |
| Geller Advisors LLC | 0.02% | Reduce -0.4% | 5,552 | $232K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -6.2% | 5,542 | $231K |
| Brookstone Capital Management | 0.00% | New | 5,424 | $227K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -59.1% | 5,415 | $226K |
| Cornerstone Advisory, LLC | 0.03% | Add +2.8% | 5,412 | $226K |
| WealthCare Investment Partners, LLC | 0.10% | Reduce -27.6% | 5,427 | $226K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,370 | $225K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -59.1% | 5,337 | $223K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.05% | Reduce -28.0% | 5,284 | $221K |
| Synovus Financial Corp. | 0.00% | New | 5,280 | $221K |
| NewEdge Wealth, LLC | 0.00% | Reduce -89.1% | 5,099 | $213K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -40.5% | 5,098 | $212K |
| Ascent Group, LLC | 0.02% | Reduce -1.1% | 5,024 | $210K |
| Buska Wealth Management, LLC | 0.07% | Reduce -4.6% | 4,999 | $209K |
| James Investment Research, Inc. | 0.02% | No change | 4,950 | $207K |
| Pension & Wealth Management Advisors, Inc. | 0.11% | Reduce -32.8% | 4,934 | $206K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,887 | $204K |
| Arrowroot Family Office, LLC | 0.12% | Reduce -13.5% | 4,853 | $203K |
| Keystone Financial Group | 0.03% | New | 4,801 | $200K |
| FWG Investments, LLC. | 0.17% | New | 4,792 | $200K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Reduce -64.0% | 4,317 | $180K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 3,985 | $166K |
| Nordwand Advisors, LLC | 0.04% | Add +24.2% | 3,707 | $155K |
| Motco | 0.01% | New | 3,477 | $145K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.8% | 3,226 | $135K |
| MCF Advisors LLC | 0.01% | Reduce -20.2% | 3,020 | $126K |
| Global Financial Private Client, LLC | 0.04% | Add +4.3% | 2,663 | $111K |
| Jones Financial Companies LLLP | 0.00% | Add +370.7% | 2,664 | $111K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.5% | 2,580 | $107K |
| Angeles Wealth Management, LLC | 0.01% | Add +2.8% | 2,156 | $90K |
| Webster Bank, N. A. | 0.01% | Reduce -23.9% | 2,131 | $89K |
| Future Financial Wealth Managment LLC | 0.06% | New | 2,105 | $88K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -5.1% | 1,904 | $79K |
| Castleview Partners, LLC | 0.04% | Reduce -22.9% | 1,857 | $78K |
| National Bank of Canada | 0.00% | Reduce -99.6% | 1,693 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -67.3% | 1,650 | $69K |
| Matrix Trust Co | 0.01% | New | 1,632 | $68K |
| Legacy Investment Solutions, LLC | 0.04% | — | 1,583 | $66K |
| Legacy Wealth Managment, LLC | 0.04% | — | 1,583 | $66K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +13.3% | 1,554 | $65K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -91.8% | 1,513 | $63K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -9.7% | 1,508 | $63K |
| Colonial Trust Co / SC | 0.01% | No change | 1,500 | $63K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 1,459 | $61K |
| Horizon Investments, LLC | 0.00% | Reduce -9.3% | 1,438 | $59K |
| Authentikos Wealth Advisory, LLC | 0.05% | Reduce -81.1% | 1,352 | $56K |
| Hobbs Group Advisors, LLC | 0.02% | Reduce -50.0% | 1,297 | $54K |
| Avior Wealth Management, LLC | 0.00% | Add +214.3% | 1,034 | $43K |
| Barclays PLC | 0.00% | No change | 1,000 | $42K |
| Community Bank, N.A. | 0.01% | Reduce -85.2% | 955 | $40K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 933 | $39K |
| PFS Partners, LLC | 0.02% | No change | 874 | $36K |
| Ridgewood Investments LLC | 0.02% | No change | 800 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1.1% | 770 | $32K |
| Hemington Wealth Management | 0.01% | New | 719 | $30K |
| City Holding Co. | 0.00% | No change | 707 | $30K |
| Continuum Advisory, LLC | 0.00% | Add +269.9% | 640 | $27K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -99.7% | 598 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 580 | $24K |
| Park Place Capital Corp | 0.01% | No change | 500 | $21K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 424 | $18K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 327 | $14K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -56.8% | 313 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 293 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 274 | $11K |
| CoreCap Advisors, LLC | 0.00% | Add +42.8% | 257 | $11K |
| Zions Bancorporation, N.A. | 0.00% | New | 234 | $10K |
| Tidemark, LLC | 0.00% | Add +0.5% | 222 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 214 | $9K |
| Sandy Spring Bank | 0.00% | Reduce -80.2% | 207 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 207 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $8K |
| Peterson Financial Group, Inc. | 0.03% | New | 175 | $7K |
| Dunhill Financial, LLC | 0.00% | New | 160 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -21.9% | 157 | $7K |
| Kozak & Associates, Inc. | 0.00% | Add +2.8% | 148 | $6K |
| Capital Analysts, LLC | 0.00% | Reduce -94.3% | 140 | $6K |
| Clear Investment Research, LLC | 0.01% | Add +0.7% | 137 | $6K |
| Blue Trust, Inc. | 0.00% | Reduce -51.1% | 134 | $6K |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 77 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 76 | $3K |
| NorthRock Partners, LLC | 0.00% | Add +8.2% | 66 | $3K |
| Rakuten Securities, Inc. | 0.00% | Add +1300.0% | 56 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 56 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $2K |
| REAP Financial Group, LLC | 0.00% | Add +8.2% | 53 | $2K |
| WR Wealth Planners, LLC | 0.00% | Add +2.0% | 51 | $2K |
| Astor Investment Management LLC | 0.00% | Reduce -100.0% | 50 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +50.0% | 48 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 44 | $2K |
| Northwest Investment Counselors, LLC | 0.00% | New | 36 | $2K |
| Arax Advisory Partners | 0.00% | No change | 32 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 27 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 44 | $1K |
| Signaturefd, LLC | 0.00% | Add +9.5% | 23 | $955 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 21 | $877 |
| Oarsman Capital, Inc. | 0.00% | New | 12 | $501 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 9 | $376 |
| Citigroup Inc. | 0.00% | Add +40.0% | 7 | $292 |
| New Millennium Group LLC | 0.00% | Reduce -25.0% | 6 | $251 |
| Addison Advisors LLC | 0.00% | No change | 3 | $126 |
| Belpointe Asset Management LLC | 0.00% | New | 2 | $91 |
| FMR LLC | 0.00% | Reduce -95.7% | 2 | $84 |
| 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.