SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q4 2024 (December 31)530holders +23
44new positions
41sold out
4famous investors
$41.73avg. 13F price*
At the end of Q4 2024, 530 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, up 23 from Q3 2024. 44 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($446.3M), BlackRock, Inc. ($381.9M) and Ocean Park Asset Management, LLC ($326.6M). 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 (Q4 2024)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $240.6M |
| Exits | 41 | $56.3M |
All 13F filers, Q3 2024 → Q4 2024: 44,139,644 shares bought and 13,664,010 shares sold, net +30,475,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 530 holders
| Bank of America Corp. | 0.04% | Add +7.6% | 10,693,895 | $446.3M |
| BlackRock, Inc. | 0.01% | Add +224.9% | 9,151,398 | $381.9M |
| Ocean Park Asset Management, LLC | 11.11% | Add +2785.0% | 7,825,634 | $326.6M |
| Arizona PSPRS Trust | 10.41% | Add +2.7% | 7,741,601 | $323.1M |
| Morgan Stanley | 0.02% | Add +1.7% | 7,430,390 | $310.1M |
| Goldman Sachs Group Inc. | 0.05% | Add +55.8% | 6,863,577 | $286.4M |
| State of Tennessee, Department of Treasury | 0.90% | Add +55.9% | 5,938,464 | $247.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.49% | Reduce -51.7% | 5,444,864 | $227.2M |
| Symetra Investment Management Co | 42.42% | Add +60.9% | 4,105,175 | $171.3M |
| Lord, Abbett & Co. LLC | 0.47% | Add +436.0% | 3,387,056 | $141.3M |
| State Street Corp. | 0.01% | Add +7.3% | 3,261,152 | $136.1M |
| LPL Financial LLC | 0.05% | Add +7.6% | 2,827,389 | $118.0M |
| Ensign Peak Advisors, Inc | 0.21% | Add +21.2% | 2,802,000 | $116.9M |
| Bank of Nova Scotia | 0.19% | Add +40.4% | 2,525,900 | $105.4M |
| JPMorgan Chase & Co. | 0.01% | Add +69298.2% | 2,238,786 | $93.4M |
| Wells Fargo & Company | 0.02% | Add +63.0% | 2,137,993 | $89.2M |
| Renaissance Technologies | 0.13% | Add +6.2% | 2,054,769 | $85.7M |
| Royal Bank of Canada | 0.02% | Add +13.2% | 1,969,642 | $82.2M |
| UBS Group AG | 0.02% | Add +37.8% | 1,645,467 | $68.7M |
| Aristotle Pacific Capital, LLC | 20.58% | Add +8.2% | 1,574,566 | $65.7M |
| State of New Jersey Common Pension Fund D | 0.26% | New | 1,550,000 | $64.7M |
| Wellington Management Group LLP | 0.01% | Add +20.3% | 1,525,250 | $63.6M |
| Money Design Co.,Ltd. | 3.10% | Add +58.0% | 1,449,114 | $60.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +29.4% | 1,431,808 | $59.7M |
| Calamos Advisors LLC | 0.37% | Add +162.8% | 1,312,055 | $54.8M |
| Kensington Asset Management, LLC | 3.04% | No change | 1,244,811 | $51.9M |
| Deutsche Bank AG | 0.02% | Add +103.5% | 1,186,821 | $49.5M |
| Partners Capital Investment Group, LLP | 1.33% | Reduce -53.6% | 1,158,679 | $48.4M |
| Counterpoint Mutual Funds LLC | 5.89% | Reduce -50.7% | 1,130,422 | $47.2M |
| American Century Companies Inc. | 0.02% | New | 1,037,847 | $43.3M |
| 1832 Asset Management L.P. | 0.08% | New | 1,023,138 | $42.7M |
| Raymond James Financial Inc. | 0.02% | — | 1,015,418 | $42.4M |
| Hilton Capital Management, LLC | 3.21% | Reduce -11.3% | 888,744 | $37.1M |
| Ameriprise Financial Inc. | 0.01% | New | 860,330 | $35.9M |
| Endurance Services Ltd | 5.41% | No change | 773,100 | $32.3M |
| Guggenheim Capital LLC | 0.26% | Reduce -3.5% | 748,093 | $31.2M |
| BNP Paribas Financial Markets | 0.02% | Add +204.3% | 741,396 | $30.9M |
| Ameritas Advisory Services, LLC | 1.05% | Reduce -2.8% | 728,454 | $30.4M |
| Neuberger Berman Group LLC | 0.02% | Add +263.7% | 701,133 | $29.3M |
| Osborne Partners Capital Management, LLC | 1.65% | Add +3.1% | 681,946 | $28.5M |
| Emory University | 39.54% | Add +2.7% | 657,729 | $27.4M |
| HighTower Advisors, LLC | 0.04% | Add +15.8% | 657,541 | $27.4M |
| Conning Inc. | 0.98% | No change | 641,275 | $26.8M |
| ZEGA Investments, LLC | 7.26% | — | 583,609 | $24.5M |
| Creative Planning | 0.02% | Add +5.6% | 584,177 | $24.4M |
| GE Investment Management Corp. | 14.29% | Reduce -34.3% | 572,219 | $23.9M |
| Donoghue Forlines LLC | 7.98% | Add +94.3% | 572,044 | $23.9M |
| Bank of New York Mellon Corp | 0.00% | Add +1194.5% | 564,604 | $23.6M |
| Federated Hermes, Inc. | 0.05% | Add +34.5% | 507,000 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 503,990 | $21.0M |
| Blackstone Inc. | 0.10% | Add +353.3% | 492,591 | $20.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -32.2% | 471,130 | $19.7M |
| New York Life Investment Management LLC | 0.18% | Add +4.2% | 453,494 | $18.9M |
| AlphaStar Capital Management, LLC | 1.84% | Add +60.0% | 422,425 | $17.6M |
| L & S Advisors Inc | 2.12% | Add +62.9% | 413,365 | $17.2M |
| Jane Street Group, LLC | 0.03% | Reduce -48.7% | 408,655 | $17.1M |
| Whitford Management LLC | 5.02% | Add +463.8% | 406,971 | $17.0M |
| Logan Stone Capital, LLC | 5.48% | Add +62.7% | 391,968 | $16.4M |
| Merit Financial Group, LLC | 0.29% | Reduce -0.2% | 386,973 | $16.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +49.4% | 358,634 | $15.0M |
| Pathstone Holdings, LLC | 0.07% | Add +42.0% | 357,197 | $14.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +16.2% | 344,875 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -9.7% | 326,299 | $13.6M |
| First Foundation Advisors | 0.49% | Add +278.0% | 315,048 | $13.1M |
| Cetera Investment Advisers | 0.03% | Add +24.8% | 312,453 | $13.0M |
| Bain Capital Credit, LP | 2.89% | Add +416.5% | 310,601 | $13.0M |
| Country Trust Bank | 0.32% | Add +0.2% | 310,271 | $12.9M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -3.1% | 296,517 | $12.4M |
| Amundi | 0.00% | Add +358.3% | 275,000 | $11.5M |
| Matthew Goff Investment Advisor, LLC | 2.13% | Reduce -36.2% | 274,790 | $11.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +14.7% | 253,632 | $10.6M |
| Oppenheimer Asset Management Inc. | 0.13% | Add +1.4% | 249,249 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -4.2% | 248,230 | $10.4M |
| Citadel Advisors | 0.01% | Add +73.3% | 244,630 | $10.2M |
| Stablepoint Partners, LLC | 1.87% | Add +9.8% | 244,105 | $10.2M |
| Goldstone Financial Group, LLC | 1.53% | Add +4.7% | 234,725 | $9.8M |
| Secure Asset Management, LLC | 1.47% | Add +27.8% | 232,755 | $9.7M |
| Loomis Sayles & Co. L P | 0.01% | Add +20.6% | 231,121 | $9.6M |
| Refined Wealth Management | 6.82% | Reduce -0.2% | 214,675 | $9.0M |
| Fragasso Financial Advisors Inc | 0.68% | Add +4.1% | 214,091 | $8.9M |
| First Manhattan Co. Llc. | 0.03% | Add +0.1% | 212,028 | $8.8M |
| MRA Advisory Group | 4.61% | Add +7.3% | 208,597 | $8.7M |
| Sagace Wealth Management LLC | 6.41% | Add +273.8% | 204,963 | $8.6M |
| Semmax Financial Advisors Inc. | 2.26% | Add +22.9% | 203,024 | $8.5M |
| Destiny Wealth Partners, LLC | 1.38% | Add +2.5% | 202,345 | $8.4M |
| Integrated Wealth Concepts LLC | 0.10% | Add +0.9% | 201,154 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.7% | 199,482 | $8.3M |
| Ninety One UK Ltd | 0.02% | New | 198,400 | $8.3M |
| Drive Wealth Management, LLC | 2.02% | Add +10.4% | 197,269 | $8.2M |
| Shilanski & Associates, Inc. | 2.59% | Add +3.4% | 193,310 | $8.1M |
| Scotia Capital Inc. | 0.04% | Reduce -16.0% | 193,199 | $8.1M |
| ACT Advisors, LLC. | 4.28% | New | 190,454 | $7.9M |
| Hilltop Partners LLC | 2.68% | Add +7.3% | 188,281 | $7.9M |
| Hennion & Walsh Asset Management, Inc. | 0.35% | Add +33.1% | 187,509 | $7.8M |
| Assetmark, Inc. | 0.02% | Add +1.7% | 178,606 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.7% | 178,184 | $7.4M |
| Little Harbor Advisors, LLC | 4.27% | Add +5.5% | 173,388 | $7.2M |
| NewSquare Capital LLC | 0.57% | Add +1.4% | 170,934 | $7.1M |
| FC Advisory LLC | 2.36% | Add +6.2% | 168,785 | $7.0M |
| Independent Advisor Alliance | 0.09% | New | 167,497 | $7.0M |
| KMG Fiduciary Partners, LLC | 0.58% | Add +4.0% | 166,482 | $6.9M |
| Luken Investment Analytics, LLC | 3.14% | Reduce -3.2% | 162,234 | $6.8M |
| Petix & Botte Co | 1.78% | Reduce -23.6% | 162,134 | $6.8M |
| Jefferies Financial Group Inc. | 0.08% | Add +14.2% | 161,583 | $6.7M |
| Catalyst Capital Advisors LLC | 0.14% | No change | 160,158 | $6.7M |
| Macquarie Group Ltd. | 0.01% | No change | 160,000 | $6.7M |
| WESPAC Advisors SoCal, LLC | 1.47% | Add +8.8% | 156,057 | $6.5M |
| O'Connor Financial Group LLC | 3.25% | Add +3.9% | 148,884 | $6.2M |
| Fortis Capital Management LLC | 1.12% | Add +90.6% | 144,783 | $6.0M |
| Harbor Advisory Corp. | 1.96% | Reduce -43.2% | 142,660 | $6.0M |
| Friedenthal Financial | 3.44% | Add +308.8% | 141,105 | $5.9M |
| Rainey & Randall Wealth Advisors Inc. | 1.16% | Reduce -5.4% | 140,219 | $5.9M |
| Western Wealth Management, LLC | 0.31% | Add +26.0% | 139,795 | $5.8M |
| Equitable Holdings, Inc. | 0.05% | Add +141.1% | 138,083 | $5.8M |
| Curtis Advisory Group, LLC | 1.51% | Add +9.2% | 136,885 | $5.7M |
| Perigon Wealth Management, LLC | 0.14% | Add +187.0% | 134,868 | $5.7M |
| 1607 Capital Partners, LLC | 0.44% | New | 130,958 | $5.5M |
| First Eagle Investment Management, LLC | 0.01% | New | 127,653 | $5.3M |
| Stableford Capital II LLC | 2.10% | Reduce -1.1% | 127,141 | $5.3M |
| Palogic Value Management, L.P. | 2.15% | Add +6.4% | 126,131 | $5.3M |
| CreativeOne Wealth, LLC | 0.16% | Add +17.5% | 123,762 | $5.2M |
| Cynosure Group, LLC | 0.76% | Add +89.1% | 122,604 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +47.7% | 122,582 | $5.1M |
| Windsor Capital Management, LLC | 1.51% | Reduce -0.2% | 122,344 | $5.1M |
| Canal Capital Management, LLC | 0.78% | Add +3.6% | 115,011 | $4.8M |
| Edgestream Partners, L.P. | 0.20% | Add +29.6% | 111,811 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +13.2% | 111,396 | $4.6M |
| Northwest & Ethical Investments L.P. | 0.13% | New | 110,404 | $4.6M |
| Waverly Advisors, LLC | 0.07% | Add +7.7% | 104,799 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 104,700 | $4.4M |
| Wedbush Securities Inc. | 0.16% | Reduce -6.3% | 104,165 | $4.3M |
| Asset Allocation & Management Company, LLC | 2.32% | No change | 101,776 | $4.2M |
| Adell Harriman & Carpenter Inc. | 0.29% | Reduce -31.4% | 101,575 | $4.2M |
| Twelve Points Wealth Management LLC | 1.21% | Add +52.9% | 100,795 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -22.9% | 98,823 | $4.1M |
| Prasad Wealth Partners, LLC | 1.33% | — | 98,479 | $4.1M |
| CW Advisors, LLC | 0.06% | Reduce -30.1% | 98,350 | $4.1M |
| National Philanthropic Trust | 0.06% | No change | 96,129 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -4.5% | 95,532 | $4.0M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -4.5% | 95,532 | $4.0M |
| Cwm, LLC | 0.02% | Add +15.1% | 95,248 | $4.0M |
| Calton & Associates, Inc. | 1.72% | Add +71.2% | 93,002 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.6% | 92,381 | $3.9M |
| Trivium Point Advisory, LLC | 0.48% | Reduce -2.3% | 90,950 | $3.8M |
| TFG Advisers LLC | 1.36% | Add +5.1% | 90,531 | $3.8M |
| Bank of Montreal | 0.00% | Reduce -81.4% | 90,199 | $3.8M |
| Prospera Financial Services Inc | 0.09% | Add +8.1% | 89,283 | $3.7M |
| Hofer & Associates. Inc | 2.46% | Add +15.2% | 87,779 | $3.7M |
| Beta Wealth Group, Inc. | 1.62% | Add +5.9% | 87,498 | $3.7M |
| Corient Private Wealth LP | 0.01% | Reduce -37.6% | 86,407 | $3.6M |
| Sage Advisory Services, Ltd.Co. | 2.11% | New | 85,020 | $3.5M |
| Garden State Investment Advisory Services LLC | 1.05% | Add +51.9% | 81,948 | $3.4M |
| Ieq Capital, LLC | 0.03% | New | 80,374 | $3.4M |
| ARS Wealth Advisors Group, LLC | 0.46% | Reduce -0.9% | 80,318 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +77.7% | 78,303 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.1% | 76,157 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Add +5.8% | 75,775 | $3.2M |
| Romano Brothers and Company | 0.40% | Reduce -3.2% | 74,990 | $3.1M |
| Aspire Private Capital, LLC | 0.77% | Add +1.1% | 73,929 | $3.1M |
| Park Avenue Institutional Advisers LLC | 21.70% | Add +177.3% | 73,000 | $3.0M |
| Millennium Management | 0.00% | Add +65.8% | 72,785 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Add +37.8% | 72,745 | $3.0M |
| Cercano Management LLC | 0.08% | No change | 71,523 | $3.0M |
| Flow Traders U.S. LLC | 0.12% | Reduce -52.5% | 71,492 | $3.0M |
| Global Retirement Partners, LLC | 0.09% | Reduce -5.5% | 71,439 | $3.0M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -42.0% | 70,573 | $2.9M |
| Independent Financial Group, LLC | 0.10% | Add +11.6% | 69,976 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Reduce -17.6% | 69,089 | $2.9M |
| Prudential PLC | 0.01% | Add +18.3% | 68,720 | $2.9M |
| CENTRAL TRUST Co | 0.07% | Reduce -28.7% | 68,557 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +56.2% | 67,886 | $2.9M |
| Stephens Inc. | 0.04% | Add +6.7% | 68,237 | $2.8M |
| J. W. Coons Advisors, LLC | 0.72% | Reduce -10.6% | 66,780 | $2.8M |
| Integrated Advisors Network LLC | 0.13% | Reduce -4.9% | 66,255 | $2.8M |
| Perissos Private Wealth Management, LLC | 2.04% | Reduce -3.4% | 65,449 | $2.7M |
| My Legacy Advisors, LLC | 1.05% | Add +4.6% | 64,313 | $2.7M |
| Wealth Management Associates, Inc. | 1.12% | Add +4.3% | 62,792 | $2.6M |
| World Investment Advisors | 0.07% | Reduce -2.7% | 62,731 | $2.6M |
| Brendel Financial Advisors LLC | 1.53% | Reduce -9.6% | 60,782 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +279.7% | 59,673 | $2.5M |
| RPg Family Wealth Advisory, LLC | 0.88% | Reduce -5.1% | 59,613 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -18.2% | 58,896 | $2.5M |
| Albion Financial Group | 0.17% | Reduce -13.8% | 58,310 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | Add +40.6% | 57,646 | $2.4M |
| Aspetuck Financial Management LLC | 1.86% | — | 57,050 | $2.4M |
| International Assets Investment Management, LLC | 0.20% | Reduce -2.5% | 56,256 | $2.3M |
| Nilsine Partners, LLC | 0.25% | Add +14.2% | 54,922 | $2.3M |
| Compass Financial Group, Inc. | 1.06% | Reduce -0.0% | 52,990 | $2.2M |
| Foundations Investment Advisors, LLC | 0.04% | Add +12.0% | 52,783 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +19.4% | 51,369 | $2.1M |
| Verus Capital Partners, LLC | 0.20% | Add +2.8% | 50,596 | $2.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +3.0% | 50,215 | $2.1M |
| OmniStar Financial Group, Inc. | 1.68% | Add +0.7% | 50,051 | $2.1M |
| Ascentis Independent Advisors | 0.40% | Add +286.1% | 49,540 | $2.1M |
| Bay Capital Advisors, LLC | 1.61% | — | 48,037 | $2.0M |
| HRT Financial LP | 0.01% | Add +33.4% | 47,964 | $2.0M |
| AEGON USA Investment Management, LLC | 1.99% | No change | 47,300 | $2.0M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -6.6% | 45,584 | $1.9M |
| Quartz Partners, LLC | 1.16% | Add +6.7% | 45,537 | $1.9M |
| City National Bank of Florida | 1.72% | — | 45,141 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +9.1% | 44,835 | $1.9M |
| Coppell Advisory Solutions LLC | 0.26% | Add +55.5% | 44,724 | $1.9M |
| Csenge Advisory Group | 0.10% | Add +11.5% | 44,570 | $1.9M |
| Prudent Man Advisors, LLC | 0.67% | Add +16.2% | 44,400 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +11.9% | 44,163 | $1.8M |
| Alteri Wealth LLC | 0.50% | — | 43,693 | $1.8M |
| Simplicity Wealth,LLC | 0.38% | Reduce -21.6% | 43,683 | $1.8M |
| North Forty Two & Co. | 2.08% | — | 43,206 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -60.9% | 43,109 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.52% | Add +20.5% | 42,921 | $1.8M |
| Heritage Wealth Management, Inc. | 1.53% | Add +52.8% | 42,808 | $1.8M |
| Investors Research Corp | 0.39% | Reduce -0.9% | 42,300 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +39.9% | 41,896 | $1.7M |
| Paladin Advisory Group, LLC | 1.33% | Add +13.0% | 41,593 | $1.7M |
| J2 Capital Management Inc | 1.63% | — | 41,504 | $1.7M |
| Oregon Pacific Wealth Management, LLC | 1.69% | — | 41,328 | $1.7M |
| Capstone Wealth Management Group LLC | 1.30% | — | 41,140 | $1.7M |
| Nottingham Advisors, Inc. | 0.21% | Add +1.2% | 40,193 | $1.7M |
| Dumont & Blake Investment Advisors LLC | 0.44% | Add +11.8% | 39,134 | $1.6M |
| Great Waters Wealth Management | 0.21% | Reduce -3.1% | 38,820 | $1.6M |
| Black Diamond Financial, LLC | 0.24% | Reduce -5.3% | 38,736 | $1.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -16.6% | 38,127 | $1.6M |
| Insigneo Advisory Services, LLC | 0.16% | Add +36.3% | 37,807 | $1.6M |
| Patton Albertson Miller Group, LLC | 0.20% | Reduce -0.4% | 36,646 | $1.5M |
| Comerica Bank | 0.01% | Add +47.3% | 36,412 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -8.7% | 36,203 | $1.5M |
| AXS Investments LLC | 0.42% | Reduce -4.1% | 36,182 | $1.5M |
| Astor Investment Management LLC | 0.77% | Add +72148.0% | 36,124 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -7.2% | 35,722 | $1.5M |
| Hibernia Wealth Partners, LLC | 1.13% | Reduce -49.2% | 35,521 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Add +4.7% | 34,726 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -17.4% | 33,701 | $1.4M |
| Courier Capital LLC | 0.09% | Add +0.3% | 32,867 | $1.4M |
| Shum Financial Group, Inc. | 1.16% | Reduce -10.7% | 32,286 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +2.2% | 32,173 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -2.1% | 31,875 | $1.3M |
| Landmark Wealth Management, Inc. | 0.65% | Add +11.3% | 31,832 | $1.3M |
| Joel Isaacson & Co., LLC | 0.06% | Add +416.8% | 31,692 | $1.3M |
| Principal Securities, Inc. | 0.03% | Add +9.1% | 31,066 | $1.3M |
| US Financial Advisors, LLC | 0.40% | Add +1.2% | 30,900 | $1.3M |
| Graypoint LLC | 0.07% | Add +0.8% | 29,673 | $1.2M |
| Two Sigma Securities, LLC | 0.22% | Reduce -40.8% | 29,331 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Reduce -4.3% | 29,292 | $1.2M |
| Concord Wealth Partners | 0.20% | Reduce -93.8% | 28,997 | $1.2M |
| Flagstar Securities, Inc. | 0.30% | Add +6.4% | 28,816 | $1.2M |
| Opulen Financial Group LLC | 1.08% | — | 28,569 | $1.2M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -1.1% | 27,342 | $1.1M |
| Raleigh Capital Management Inc. | 0.44% | Add +14.9% | 27,151 | $1.1M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -15.9% | 26,925 | $1.1M |
| Naples Global Advisors, LLC | 0.10% | Reduce -6.2% | 26,330 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 25,858 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1466.5% | 25,848 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -5.5% | 25,713 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -18.8% | 25,607 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +60.3% | 25,292 | $1.1M |
| &partners | 0.01% | Add +13.6% | 24,943 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -2.7% | 24,865 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -29.5% | 24,623 | $1.0M |
| Mariner, LLC | 0.00% | Add +5.0% | 24,371 | $1.0M |
| Sachetta, LLC | 0.39% | Add +6.3% | 23,938 | $999K |
| Exchange Traded Concepts, LLC | 0.02% | New | 23,817 | $994K |
| Captrust Financial Advisors | 0.00% | Add +64.7% | 23,434 | $978K |
| IHT Wealth Management, LLC | 0.03% | Reduce -55.5% | 23,433 | $978K |
| Chesley Taft & Associates LLC | 0.04% | Add +9.3% | 22,235 | $928K |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.0% | 22,113 | $923K |
| TradeWell Securities, LLC. | 0.48% | — | 22,002 | $918K |
| McAdam, LLC | 0.05% | Add +9.0% | 21,930 | $915K |
| Engineers Gate Manager LP | 0.02% | Reduce -56.4% | 21,870 | $913K |
| Darwin Wealth Management, LLC | 0.31% | Reduce -20.8% | 21,811 | $910K |
| Adams Wealth Management | 0.17% | Reduce -12.8% | 21,729 | $907K |
| CacheTech Inc. | 0.17% | Reduce -12.8% | 21,729 | $907K |
| Transamerica Financial Advisors, LLC | 0.09% | Add +0.7% | 21,630 | $903K |
| PFG Advisors | 0.05% | Add +36.2% | 21,425 | $894K |
| City Center Advisors, LLC | 1.00% | Add +32.6% | 21,405 | $893K |
| First City Capital Management, Inc. | 0.47% | Add +0.5% | 21,065 | $879K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +2.4% | 20,986 | $876K |
| Nicholas Wealth, LLC. | 0.47% | Reduce -4.7% | 20,697 | $867K |
| New Century Financial Group, LLC | 0.37% | Add +93.8% | 20,553 | $860K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.9% | 20,244 | $848K |
| PFG Investments, LLC | 0.05% | Add +2.3% | 20,017 | $835K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.6% | 19,373 | $808K |
| Richardson Financial Services Inc. | 0.57% | Reduce -7.5% | 19,340 | $806K |
| Heritage Trust Co | 0.09% | — | 18,894 | $788K |
| Hillsdale Investment Management Inc. | 0.04% | Add +18.3% | 18,760 | $783K |
| Visionary Wealth Advisors | 0.05% | Reduce -54.2% | 18,671 | $779K |
| Invesco Ltd. | 0.00% | Reduce -3.9% | 18,614 | $777K |
| McNamara Financial Services, Inc. | 0.18% | Reduce -4.0% | 18,292 | $763K |
| NTV Asset Management LLC | 0.10% | Reduce -35.3% | 18,000 | $751K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.5% | 17,627 | $736K |
| Geneos Wealth Management Inc. | 0.03% | Add +19.8% | 17,389 | $726K |
| Madison Wealth Partners, Inc | 0.20% | Add +0.1% | 17,079 | $713K |
| Commerce Bank | 0.00% | Add +29.0% | 16,813 | $702K |
| Signal Advisors Wealth, LLC | 0.08% | New | 16,541 | $690K |
| Eldridge Investment Advisors, Inc. | 0.16% | Reduce -28.6% | 16,517 | $689K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -18.9% | 16,426 | $685K |
| Florin Court Capital LLP | 0.71% | New | 16,300 | $680K |
| Good Life Advisors, LLC | 0.05% | Reduce -0.3% | 16,126 | $673K |
| Austin Private Wealth, LLC | 0.06% | Add +11.9% | 16,098 | $672K |
| Legacy Capital Group California, Inc. | 0.20% | Add +123.0% | 16,033 | $669K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +2.2% | 16,025 | $669K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +151.6% | 15,985 | $667K |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -5.3% | 15,992 | $667K |
| AE Wealth Management LLC | 0.01% | Add +17.4% | 15,399 | $643K |
| Peddock Capital Advisors, LLC | 0.15% | Add +5.1% | 15,377 | $642K |
| Leo Wealth, LLC | 0.06% | Reduce -0.3% | 15,131 | $631K |
| Greenwich Wealth Management LLC | 0.04% | Add +0.3% | 15,056 | $628K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -3.9% | 14,808 | $620K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -2.8% | 14,731 | $615K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -14.2% | 14,676 | $612K |
| FDx Advisors, Inc. | 0.18% | New | 14,653 | $611K |
| Dover Advisors, LLC | 0.35% | New | 14,600 | $609K |
| Allworth Financial LP | 0.00% | Add +141.4% | 14,515 | $609K |
| Primoris Wealth Advisors, LLC | 0.46% | Add +2.1% | 14,491 | $605K |
| Cornerstone Advisory, LLC | 0.07% | Add +167.5% | 14,476 | $604K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 14,300 | $597K |
| RFG Advisory, LLC | 0.02% | Reduce -11.1% | 14,241 | $594K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.62% | Add +0.2% | 14,106 | $589K |
| Wagner Wealth Management, LLC | 0.15% | Add +2.7% | 14,057 | $587K |
| Diversify Wealth Management, LLC | 0.04% | Add +93.3% | 13,481 | $565K |
| Kennicott Capital Management LLC | 0.29% | Add +12.2% | 13,446 | $561K |
| Investment Planning Advisors, Inc. | 0.24% | Add +3.8% | 13,394 | $559K |
| Dakota Wealth Management | 0.01% | Reduce -11.3% | 13,353 | $557K |
| ELCO Management Co., LLC | 0.29% | Add +0.4% | 13,250 | $553K |
| Harbour Investments, Inc. | 0.02% | Reduce -9.1% | 13,149 | $549K |
| Dimension Capital Management LLC | 0.09% | New | 13,020 | $543K |
| Matrix Trust Co | 0.09% | Add +693.8% | 12,955 | $541K |
| Private Trust Co. NA | 0.05% | Add +5.2% | 12,733 | $531K |
| Prosperity Consulting Group, LLC | 0.04% | Add +5.6% | 12,478 | $521K |
| Betterment LLC | 0.00% | Add +9.0% | 12,469 | $520K |
| Focus Partners Wealth | 0.00% | Reduce -5.6% | 12,345 | $515K |
| Patten Group, Inc. | 0.11% | Add +19.6% | 12,291 | $513K |
| Prentice Wealth Management LLC | 0.15% | Reduce -94.0% | 12,230 | $510K |
| Medallion Wealth Advisors, LLC | 0.25% | — | 12,165 | $506K |
| Ridgeline Wealth Planning, LLC | 0.48% | — | 12,061 | $503K |
| SBI Securities Co., Ltd. | 0.02% | — | 11,874 | $496K |
| Advyzon Investment Management, LLC | 0.19% | — | 11,704 | $488K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -15.5% | 11,587 | $484K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +3.3% | 11,469 | $479K |
| Avitas Wealth Management LLC | 0.06% | Add +6.9% | 11,208 | $468K |
| Armstrong Advisory Group, Inc. | 0.04% | Add +4.7% | 11,013 | $460K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -15.0% | 11,012 | $460K |
| Auour Investments LLC | 0.16% | Reduce -2.3% | 10,835 | $455K |
| Retirement Financial Solutions, LLC | 0.24% | Reduce -35.6% | 10,838 | $452K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.6% | 10,818 | $451K |
| Darden Wealth Group Inc | 0.31% | Add +1.9% | 10,800 | $451K |
| Novus Advisors, LLC | 0.45% | — | 10,754 | $449K |
| SageView Advisory Group, LLC | 0.02% | Add +33.7% | 10,732 | $448K |
| NorthCoast Asset Management LLC | 0.00% | Add +22.9% | 10,689 | $446K |
| Worth Financial Advisory Group, LLC | 0.27% | Add +1.3% | 10,639 | $444K |
| Aveo Capital Partners, LLC | 0.05% | Add +1.2% | 10,634 | $444K |
| Ninety One North America, Inc. | 0.03% | New | 10,600 | $442K |
| Financial Counselors Inc. | 0.01% | No change | 10,192 | $425K |
| American Trust | 0.03% | New | 9,917 | $414K |
| Accel Wealth Management | 0.15% | Add +4.2% | 9,785 | $408K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 9,621 | $401K |
| FSB Premier Wealth Management, Inc. | 0.16% | Reduce -1.2% | 9,561 | $399K |
| Blue Fin Capital, Inc. | 0.07% | No change | 9,404 | $392K |
| High Net Worth Advisory Group LLC | 0.11% | New | 9,350 | $390K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -19.0% | 9,284 | $387K |
| Mascoma Wealth Management LLC | 0.10% | Reduce -4.9% | 9,276 | $387K |
| Farther Finance Advisors, LLC | 0.01% | Add +12.1% | 9,267 | $387K |
| Moneco Advisors, LLC | 0.04% | Reduce -3.0% | 9,262 | $387K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -24.6% | 9,093 | $379K |
| Rooted Wealth Advisors, Inc. | 0.15% | Reduce -17.8% | 9,045 | $379K |
| LJI Wealth Management, LLC | 0.07% | No change | 9,065 | $378K |
| Financial Advocates Investment Management | 0.02% | Add +16.5% | 9,044 | $377K |
| Arete Wealth Advisors, LLC | 0.03% | Add +16.4% | 8,904 | $372K |
| Concord Asset Management, LLC | 0.08% | Reduce -98.0% | 8,852 | $369K |
| WealthShield Partners, LLC | 0.05% | Add +18.9% | 8,771 | $366K |
| Kovack Advisors, Inc. | 0.03% | Add +10.8% | 8,525 | $356K |
| Tortoise Investment Management, LLC | 0.04% | No change | 8,505 | $355K |
| Planned Solutions, Inc. | 0.14% | Add +21.7% | 8,372 | $349K |
| L.M. Kohn & Company | 0.09% | Add +0.2% | 8,241 | $344K |
| Wetzel Investment Advisors, Inc. | 0.17% | Add +25.6% | 8,225 | $343K |
| Parallel Advisors, LLC | 0.01% | Reduce -13.1% | 8,219 | $343K |
| Advisory Alpha, LLC | 0.01% | Reduce -17.2% | 8,208 | $343K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -24.5% | 8,141 | $340K |
| Quattro Financial Advisors LLC | 0.09% | No change | 8,074 | $339K |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.5% | 8,103 | $338K |
| Marshall Financial Group, LLC | 0.08% | Reduce -2.6% | 8,091 | $338K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Add +33.2% | 7,839 | $327K |
| XTX Topco Ltd | 0.03% | New | 7,819 | $326K |
| LPF Advisors LLC | 0.27% | Reduce -3.1% | 7,794 | $325K |
| Clearstead Trust, LLC | 0.07% | No change | 7,700 | $321K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +18.6% | 7,670 | $320K |
| Aletheian Wealth Advisors LLC | 0.19% | No change | 7,630 | $318K |
| Huntleigh Advisors, Inc. | 0.07% | — | 7,585 | $317K |
| Navis Wealth Advisors, LLC | 0.34% | No change | 7,500 | $313K |
| Redmont Wealth Advisors LLC | 0.53% | Add +1.5% | 7,395 | $309K |
| Composition Wealth, LLC | 0.01% | Reduce -89.2% | 7,368 | $307K |
| Essex Financial Services, Inc. | 0.02% | No change | 7,311 | $305K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -90.8% | 7,311 | $305K |
| IFP Advisors, Inc | 0.01% | Reduce -14.9% | 7,297 | $304K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,199 | $302K |
| CGN Advisors LLC | 0.03% | Add +9.2% | 7,187 | $300K |
| Pinion Investment Advisors, LLC | 0.12% | Reduce -1.9% | 7,156 | $299K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -0.9% | 7,142 | $298K |
| Strategic Blueprint, LLC | 0.02% | Add +4.3% | 7,096 | $296K |
| Gotham Asset Management | 0.00% | No change | 7,052 | $294K |
| Balboa Wealth Partners | 0.07% | Add +2.3% | 6,998 | $292K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +4.9% | 6,958 | $290K |
| Melone Private Wealth, LLC | 0.15% | Reduce -6.2% | 6,864 | $286K |
| Avaii Wealth Management, LLC | 0.14% | New | 6,858 | $286K |
| Mirador Capital Partners LP | 0.05% | Add +1.2% | 6,775 | $283K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.0% | 6,744 | $281K |
| Bank of Marin | 0.22% | Add +5.2% | 6,744 | $281K |
| Capital CS Group, LLC | 0.38% | Add +7.7% | 6,743 | $281K |
| TrueMark Investments, LLC | 0.09% | Reduce -49.3% | 6,711 | $280K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -8.1% | 6,568 | $274K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +20.4% | 6,518 | $272K |
| One Capital Management, LLC | 0.01% | Reduce -2.6% | 6,513 | $272K |
| International Private Wealth Advisors LLC | 0.26% | New | 6,309 | $263K |
| Moors & Cabot, Inc. | 0.01% | New | 6,299 | $263K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -1.1% | 6,161 | $257K |
| Axis Wealth Partners, LLC | 0.22% | — | 6,150 | $257K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -10.0% | 6,091 | $254K |
| Geller Advisors LLC | 0.02% | Add +9.2% | 6,063 | $253K |
| Crestwood Advisors Group, LLC | 0.00% | New | 6,011 | $251K |
| RFG Holdings, Inc. | 0.08% | No change | 5,996 | $250K |
| Spire Wealth Management | 0.01% | Reduce -9.9% | 5,984 | $250K |
| Endowment Wealth Management, Inc. | 0.17% | Reduce -4.9% | 5,942 | $248K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -60.0% | 5,930 | $247K |
| Optima Capital LLC | 0.17% | — | 5,884 | $246K |
| Fortress Wealth Management, Inc. | 0.12% | New | 5,826 | $243K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Add +1.1% | 5,776 | $241K |
| HBW Advisory Services LLC | 0.02% | New | 5,726 | $239K |
| Centaurus Financial, Inc. | 0.01% | Reduce -94.3% | 5,669 | $237K |
| NewEdge Wealth, LLC | 0.00% | Add +10.8% | 5,650 | $236K |
| Eastern Bank | 0.00% | Reduce -34.6% | 5,319 | $222K |
| Kathmere Capital Management, LLC | 0.02% | New | 5,280 | $220K |
| Harvest Investment Services, LLC | 0.05% | New | 5,266 | $220K |
| Ascent Group, LLC | 0.02% | Add +1.4% | 5,092 | $212K |
| Wealth Watch Advisors, INC | 0.13% | — | 5,008 | $209K |
| James Investment Research, Inc. | 0.02% | No change | 4,950 | $207K |
| BayBridge Capital Group, LLC | 0.15% | Reduce -43.4% | 4,911 | $205K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.2% | 4,897 | $204K |
| Hobbs Group Advisors, LLC | 0.08% | Add +276.0% | 4,877 | $204K |
| Gateway Wealth Partners, LLC | 0.05% | New | 4,855 | $203K |
| FWG Investments, LLC. | 0.16% | Add +1.0% | 4,839 | $202K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -13.1% | 4,817 | $201K |
| Ashton Thomas Securities, LLC | 0.06% | New | 4,811 | $201K |
| Glen Eagle Advisors, LLC | 0.03% | Add +11.5% | 4,445 | $185K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 4,317 | $180K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | Reduce -13.0% | 4,291 | $179K |
| Nordwand Advisors, LLC | 0.06% | No change | 3,707 | $155K |
| Transce3nd, LLC | 0.05% | — | 3,646 | $152K |
| Advisors Asset Management, Inc. | 0.00% | New | 3,430 | $143K |
| Jones Financial Companies LLLP | 0.00% | Add +17.3% | 3,124 | $130K |
| MCF Advisors LLC | 0.01% | Add +1.9% | 3,078 | $128K |
| TD Waterhouse Canada Inc. | 0.00% | Add +17.4% | 3,028 | $126K |
| YANKCOM Partnership | 0.07% | — | 2,936 | $123K |
| Global Financial Private Client, LLC | 0.04% | Add +4.0% | 2,770 | $116K |
| Castleview Partners, LLC | 0.05% | Add +30.6% | 2,425 | $101K |
| Angeles Wealth Management, LLC | 0.01% | Add +2.6% | 2,212 | $92K |
| Avior Wealth Management, LLC | 0.00% | Add +110.3% | 2,174 | $91K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 2,105 | $88K |
| Zions Bancorporation, N.A. | 0.01% | Add +710.7% | 1,897 | $79K |
| Webster Bank, N. A. | 0.01% | Reduce -16.2% | 1,785 | $74K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -6.1% | 1,788 | $74K |
| Balefire, LLC | 0.03% | New | 1,763 | $74K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,554 | $65K |
| Colonial Trust Co / SC | 0.01% | No change | 1,500 | $63K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -2.0% | 1,478 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,459 | $61K |
| Horizon Investments, LLC | 0.00% | Add +2.1% | 1,468 | $61K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -8.7% | 1,381 | $58K |
| Arax Advisory Partners | 0.00% | Add +3659.4% | 1,203 | $50K |
| Barclays PLC | 0.00% | No change | 1,000 | $42K |
| Continuum Advisory, LLC | 0.01% | Add +55.0% | 992 | $41K |
| Community Bank, N.A. | 0.01% | No change | 955 | $40K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 933 | $39K |
| PFS Partners, LLC | 0.02% | No change | 874 | $36K |
| First Horizon Advisors, Inc. | 0.00% | Add +170.0% | 845 | $35K |
| TD Private Client Wealth LLC | 0.00% | New | 812 | $34K |
| Ridgewood Investments LLC | 0.02% | No change | 800 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1.4% | 781 | $33K |
| Global Trust Asset Management, LLC | 0.01% | New | 719 | $30K |
| Hemington Wealth Management | 0.01% | No change | 719 | $30K |
| City Holding Co. | 0.00% | No change | 707 | $29K |
| MAI Capital Management | 0.00% | New | 619 | $26K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 580 | $24K |
| Clearstead Advisors, LLC | 0.00% | New | 526 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 508 | $21K |
| Rakuten Securities, Inc. | 0.01% | Add +805.4% | 507 | $21K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 500 | $21K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -17.4% | 494 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 406 | $17K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -7.1% | 394 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +131.8% | 364 | $15K |
| Legacy Investment Solutions, LLC | 0.01% | Reduce -78.7% | 337 | $14K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -78.7% | 337 | $14K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 327 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 293 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 274 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 257 | $11K |
| Synergy Investment Management, LLC | 0.00% | — | 234 | $10K |
| Creative Financial Designs Inc. | 0.00% | Add +411.4% | 225 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 214 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 207 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 140 | $6K |
| Clear Investment Research, LLC | 0.01% | No change | 137 | $6K |
| Tidemark, LLC | 0.00% | Reduce -42.8% | 127 | $5K |
| Venturi Wealth Management, LLC | 0.00% | New | 116 | $5K |
| US Bancorp \de | 0.00% | New | 112 | $5K |
| Safe Harbor Fiduciary, LLC | 0.00% | Reduce -1.3% | 76 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 76 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 76 | $3K |
| Lanark Financial, Inc. | 0.24% | — | 61 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | New | 56 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -1.8% | 55 | $2K |
| REAP Financial Group, LLC | 0.00% | Add +1.9% | 54 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $2K |
| FLP Wealth Management, LLC | 0.01% | — | 53 | $2K |
| WR Wealth Planners, LLC | 0.00% | Add +3.9% | 53 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 48 | $2K |
| Capital A Wealth Management, LLC | 0.00% | — | 26 | $1K |
| Signaturefd, LLC | 0.00% | Add +4.3% | 24 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 44 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 21 | $876 |
| Park Square Financial Group, LLC | 0.00% | — | 19 | $793 |
| Oarsman Capital, Inc. | 0.00% | No change | 12 | $501 |
| National Bank of Canada | 0.00% | Reduce -99.3% | 11 | $459 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 9 | $376 |
| New Millennium Group LLC | 0.00% | No change | 6 | $250 |
| WPG Advisers, LLC | 0.00% | — | 5 | $209 |
| Addison Advisors LLC | 0.00% | No change | 3 | $126 |
| FMR LLC | 0.00% | No change | 2 | $83 |
| Citigroup Inc. | 0.00% | Reduce -85.7% | 1 | $42 |
| Covestor Ltd | 0.00% | Add +200.0% | 9 | $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.