SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q1 2025 (March 31)525holders −5
49new positions
52sold out
4famous investors
$41.13avg. 13F price*
At the end of Q1 2025, 525 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 5 from Q4 2024. 49 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($476.9M), Morgan Stanley ($455.8M) and Corebridge Financial, Inc. ($394.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% 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 (Q1 2025)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $464.0M |
| Exits | 52 | $157.5M |
All 13F filers, Q4 2024 → Q1 2025: 31,061,114 shares bought and 26,692,521 shares sold, net +4,368,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Bank of America Corp. | 0.04% | Add +8.4% | 11,596,070 | $476.9M |
| Morgan Stanley | 0.03% | Add +49.1% | 11,081,634 | $455.8M |
| Corebridge Financial, Inc. | 2.27% | New | 9,585,037 | $394.2M |
| Arizona PSPRS Trust | 10.93% | Add +1.3% | 7,842,233 | $322.6M |
| State of Tennessee, Department of Treasury | 1.04% | Add +10.6% | 6,569,534 | $270.2M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -9.4% | 6,220,027 | $255.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.50% | No change | 5,444,864 | $223.9M |
| Ocean Park Asset Management, LLC | 7.84% | Reduce -31.4% | 5,370,424 | $220.9M |
| Ensign Peak Advisors, Inc | 0.31% | Add +42.9% | 4,002,693 | $164.6M |
| LPL Financial LLC | 0.06% | Add +28.6% | 3,637,258 | $149.6M |
| Symetra Investment Management Co | 35.95% | Reduce -13.4% | 3,553,115 | $146.1M |
| State Street Corp. | 0.01% | Reduce -1.6% | 3,209,443 | $132.0M |
| Neuberger Berman Group LLC | 0.10% | Add +309.5% | 2,871,091 | $118.1M |
| Wellington Management Group LLP | 0.02% | Add +78.3% | 2,720,150 | $111.9M |
| Wells Fargo & Company | 0.02% | Add +16.3% | 2,487,050 | $102.3M |
| BlackRock, Inc. | 0.00% | Reduce -75.6% | 2,230,510 | $91.7M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 1,979,171 | $81.4M |
| Aristotle Pacific Capital, LLC | 26.69% | Add +25.2% | 1,971,353 | $81.1M |
| State of New Jersey Common Pension Fund D | 0.35% | Add +22.6% | 1,900,000 | $78.1M |
| Partners Capital Investment Group, LLP | 1.13% | Add +39.7% | 1,618,507 | $66.6M |
| Advisory Alpha, LLC | 2.21% | Add +19159.4% | 1,580,815 | $65.0M |
| UBS Group AG | 0.01% | Reduce -9.3% | 1,492,758 | $61.4M |
| Money Design Co.,Ltd. | 2.90% | Reduce -2.3% | 1,416,213 | $58.2M |
| Calamos Advisors LLC | 0.37% | No change | 1,312,055 | $54.0M |
| BNP Paribas Financial Markets | 0.04% | Add +76.6% | 1,309,602 | $53.9M |
| Kensington Asset Management, LLC | 5.38% | No change | 1,244,811 | $51.2M |
| Deutsche Bank AG | 0.02% | Add +0.8% | 1,195,757 | $49.2M |
| Raymond James Financial Inc. | 0.02% | Add +12.4% | 1,141,103 | $46.9M |
| Counterpoint Mutual Funds LLC | 6.66% | No change | 1,130,422 | $46.5M |
| 1832 Asset Management L.P. | 0.08% | Add +0.9% | 1,031,988 | $42.4M |
| American Century Companies Inc. | 0.02% | Reduce -5.7% | 978,814 | $40.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -33.7% | 949,095 | $39.0M |
| National Bank of Canada | 0.04% | Add +8428081.8% | 927,100 | $38.1M |
| Ameriprise Financial Inc. | 0.01% | Add +5.3% | 906,115 | $37.3M |
| HighTower Advisors, LLC | 0.04% | Add +17.1% | 770,012 | $31.7M |
| Osborne Partners Capital Management, LLC | 1.76% | Add +8.8% | 741,873 | $30.5M |
| Ameritas Advisory Services, LLC | 1.15% | Reduce -5.2% | 690,648 | $28.4M |
| GE Investment Management Corp. | 13.82% | Add +17.1% | 669,912 | $27.6M |
| Bank of Nova Scotia | 0.06% | Reduce -74.4% | 645,900 | $26.6M |
| Conning Inc. | 0.97% | No change | 641,275 | $26.4M |
| Lord, Abbett & Co. LLC | 0.10% | Reduce -81.2% | 637,056 | $26.2M |
| L & S Advisors Inc | 3.65% | Add +52.2% | 629,125 | $25.9M |
| Guggenheim Capital LLC | 0.24% | Reduce -17.7% | 615,497 | $25.3M |
| Creative Planning | 0.02% | Add +4.2% | 608,476 | $25.0M |
| ZEGA Investments, LLC | 7.31% | Add +3.7% | 605,136 | $24.9M |
| Donoghue Forlines LLC | 7.63% | Add +2.3% | 585,077 | $24.1M |
| Federated Hermes, Inc. | 0.05% | Add +9.5% | 555,000 | $22.8M |
| Pathstone Holdings, LLC | 0.09% | Add +47.8% | 527,870 | $21.7M |
| New York Life Investment Management LLC | 0.22% | Add +14.9% | 521,111 | $21.4M |
| AlphaStar Capital Management, LLC | 2.09% | Add +19.7% | 505,792 | $20.8M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 505,124 | $20.8M |
| Blackstone Inc. | 0.09% | No change | 492,591 | $20.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -3.5% | 454,562 | $18.7M |
| Ninety One UK Ltd | 0.05% | Add +117.5% | 431,500 | $17.7M |
| First Foundation Advisors | 0.72% | Add +36.9% | 431,348 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -27.3% | 410,694 | $16.9M |
| Merit Financial Group, LLC | 0.24% | Add +1.0% | 390,674 | $16.1M |
| Coppell Advisory Solutions LLC | 2.15% | Add +748.9% | 379,653 | $15.5M |
| Cetera Investment Advisers | 0.03% | Add +20.6% | 376,793 | $15.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +15.1% | 375,676 | $15.5M |
| Catalyst Capital Advisors LLC | 0.32% | Add +133.9% | 374,591 | $15.4M |
| CNO Financial Group, Inc. | 12.28% | — | 357,000 | $14.7M |
| Thrivent Financial for Lutherans | 0.03% | No change | 344,875 | $14.5M |
| Prevail Innovative Wealth Advisors, LLC | 3.64% | Add +674.5% | 332,409 | $13.7M |
| Country Trust Bank | 0.34% | Add +5.6% | 327,570 | $13.5M |
| Secure Asset Management, LLC | 2.62% | Add +35.5% | 315,381 | $13.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +72.4% | 307,240 | $12.6M |
| Bain Capital Credit, LP | 3.03% | Reduce -3.0% | 301,197 | $12.4M |
| Logan Stone Capital, LLC | 5.69% | Reduce -24.3% | 296,586 | $12.2M |
| Assetmark, Inc. | 0.03% | Add +61.6% | 288,659 | $11.9M |
| Kestra Private Wealth Services, LLC | 0.19% | Reduce -4.3% | 283,722 | $11.7M |
| Matthew Goff Investment Advisor, LLC | 2.00% | Reduce -4.1% | 263,610 | $10.8M |
| Stablepoint Partners, LLC | 1.87% | Add +3.0% | 251,348 | $10.3M |
| Goldstone Financial Group, LLC | 1.55% | Add +5.8% | 248,228 | $10.2M |
| Oppenheimer Asset Management Inc. | 0.13% | Reduce -1.4% | 245,807 | $10.1M |
| Hilltop Partners LLC | 3.32% | Add +26.9% | 238,830 | $9.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -7.2% | 235,340 | $9.7M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -1.3% | 228,115 | $9.4M |
| Fragasso Financial Advisors Inc | 0.70% | Add +6.4% | 227,881 | $9.4M |
| First Eagle Investment Management, LLC | 0.02% | Add +70.9% | 218,112 | $9.2M |
| MRA Advisory Group | 4.86% | Add +6.2% | 221,538 | $9.1M |
| Integrated Wealth Concepts LLC | 0.10% | Add +6.8% | 214,873 | $8.8M |
| Destiny Wealth Partners, LLC | 1.39% | Add +5.1% | 212,744 | $8.8M |
| Drive Wealth Management, LLC | 2.05% | Add +7.6% | 212,287 | $8.7M |
| Refined Wealth Management | 7.07% | Reduce -2.1% | 210,079 | $8.6M |
| First Manhattan Co. Llc. | 0.03% | Reduce -1.6% | 208,650 | $8.6M |
| Semmax Financial Advisors Inc. | 2.27% | Add +1.3% | 205,588 | $8.4M |
| Shilanski & Associates, Inc. | 2.62% | Add +5.4% | 203,812 | $8.4M |
| Sagace Wealth Management LLC | 6.31% | Reduce -1.0% | 202,961 | $8.3M |
| Victory Capital Management Inc. | 0.01% | New | 200,000 | $8.2M |
| Hennion & Walsh Asset Management, Inc. | 0.37% | Add +6.6% | 199,821 | $8.2M |
| Scotia Capital Inc. | 0.04% | Add +0.3% | 193,883 | $8.0M |
| Horizon Financial Services, LLC | 4.42% | New | 192,818 | $7.9M |
| KMG Fiduciary Partners, LLC | 0.65% | Add +15.1% | 191,559 | $7.9M |
| Fortis Capital Management LLC | 1.51% | Add +30.5% | 188,878 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -25.9% | 184,026 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.9% | 179,814 | $7.4M |
| Cynosure Group, LLC | 0.99% | Add +42.6% | 174,808 | $7.2M |
| Little Harbor Advisors, LLC | 4.40% | No change | 173,388 | $7.1M |
| Perigon Wealth Management, LLC | 0.18% | Add +28.0% | 172,617 | $7.1M |
| NewSquare Capital LLC | 0.56% | Reduce -1.8% | 167,935 | $6.9M |
| WESPAC Advisors SoCal, LLC | 1.74% | Add +3.9% | 162,178 | $6.7M |
| Luken Investment Analytics, LLC | 3.09% | Reduce -1.0% | 160,586 | $6.6M |
| Macquarie Group Ltd. | 0.01% | No change | 160,000 | $6.6M |
| Jefferies Financial Group Inc. | 0.12% | Reduce -3.2% | 156,475 | $6.4M |
| Equitable Holdings, Inc. | 0.06% | Add +11.3% | 153,661 | $6.3M |
| O'Connor Financial Group LLC | 3.28% | Add +3.0% | 153,422 | $6.3M |
| Renaissance Technologies | 0.01% | Reduce -92.9% | 146,700 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -64.4% | 145,599 | $6.0M |
| Live Oak Investment Partners | 4.72% | New | 145,409 | $6.0M |
| Petix & Botte Co | 1.55% | Reduce -11.6% | 143,359 | $5.9M |
| Private Advisory Group LLC | 0.67% | New | 142,014 | $5.8M |
| Harbor Advisory Corp. | 1.93% | Reduce -1.8% | 140,057 | $5.8M |
| Rainey & Randall Wealth Advisors Inc. | 1.10% | Reduce -2.2% | 137,087 | $5.6M |
| Summit Global Investments | 0.41% | New | 136,585 | $5.6M |
| CreativeOne Wealth, LLC | 0.17% | Add +10.2% | 136,343 | $5.6M |
| Greystone Financial Group, LLC | 1.01% | New | 135,561 | $5.6M |
| Independent Financial Group, LLC | 0.19% | Add +90.3% | 133,138 | $5.5M |
| Palogic Value Management, L.P. | 2.44% | Add +4.7% | 132,101 | $5.4M |
| Baker Avenue Asset Management, LP | 0.17% | Add +86.9% | 131,908 | $5.4M |
| 1607 Capital Partners, LLC | 0.43% | No change | 130,958 | $5.4M |
| Curtis Advisory Group, LLC | 1.58% | Reduce -4.6% | 130,641 | $5.4M |
| Canal Capital Management, LLC | 0.88% | Add +11.3% | 128,047 | $5.3M |
| Beta Wealth Group, Inc. | 1.86% | Add +44.1% | 126,105 | $5.2M |
| Sage Advisory Services, Ltd.Co. | 3.03% | Add +47.5% | 125,385 | $5.2M |
| Windsor Capital Management, LLC | 1.56% | Add +1.3% | 123,934 | $5.1M |
| Nuveen, LLC | 0.00% | — | 120,000 | $4.9M |
| Fortem Financial Group, LLC | 1.86% | New | 116,316 | $4.8M |
| Citadel Advisors | 0.00% | Reduce -52.7% | 115,778 | $4.8M |
| Aspire Private Capital, LLC | 1.18% | Add +56.1% | 115,416 | $4.7M |
| Twelve Points Wealth Management LLC | 1.25% | Add +10.7% | 111,614 | $4.6M |
| Cerity Partners LLC | 0.01% | Reduce -0.5% | 110,873 | $4.6M |
| Prudent Man Advisors, LLC | 1.65% | Add +148.9% | 110,500 | $4.5M |
| Northwest & Ethical Investments L.P. | 0.12% | No change | 110,404 | $4.5M |
| Waverly Advisors, LLC | 0.05% | Add +4.1% | 109,138 | $4.5M |
| Bramshill Investments, LLC | 0.45% | New | 108,000 | $4.4M |
| Cwm, LLC | 0.02% | Add +8.9% | 103,737 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +10.4% | 102,030 | $4.2M |
| Two Sigma Securities, LLC | 0.64% | Add +247.3% | 101,882 | $4.2M |
| Simplicity Wealth,LLC | 0.32% | Add +131.3% | 101,050 | $4.2M |
| Bank of Montreal | 0.00% | Add +10.0% | 99,244 | $4.1M |
| Whitford Management LLC | 5.20% | Reduce -75.8% | 98,670 | $4.1M |
| Calton & Associates, Inc. | 0.92% | Add +5.3% | 97,958 | $4.0M |
| Asset Allocation & Management Company, LLC | 1.99% | Reduce -6.0% | 95,676 | $3.9M |
| TFG Advisers LLC | 1.40% | Add +3.9% | 94,097 | $3.9M |
| Adell Harriman & Carpenter Inc. | 0.28% | Reduce -10.3% | 91,075 | $3.7M |
| Trivium Point Advisory, LLC | 0.46% | Reduce -0.0% | 90,920 | $3.7M |
| Corient Private Wealth LP | 0.01% | Add +4.3% | 90,151 | $3.7M |
| Hofer & Associates. Inc | 2.49% | Add +1.7% | 89,250 | $3.7M |
| Prospera Financial Services Inc | 0.08% | Reduce -0.1% | 89,158 | $3.7M |
| Austin Private Wealth, LLC | 0.33% | Add +453.0% | 89,015 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Add +17.2% | 88,824 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -14.6% | 84,362 | $3.5M |
| S. R. Schill & Associates | 2.67% | New | 81,305 | $3.3M |
| Wedbush Securities Inc. | 0.12% | Reduce -22.2% | 81,023 | $3.3M |
| Prudential PLC | 0.02% | Add +15.7% | 79,520 | $3.3M |
| ARS Wealth Advisors Group, LLC | 0.46% | Reduce -2.4% | 78,426 | $3.2M |
| Park Avenue Securities LLC | 0.04% | Add +11.8% | 77,275 | $3.2M |
| CW Advisors, LLC | 0.04% | Reduce -23.0% | 75,701 | $3.1M |
| Moulton Wealth Management, Inc. | 2.32% | New | 73,859 | $3.0M |
| Wealth Management Associates, Inc. | 1.29% | Add +16.7% | 73,306 | $3.0M |
| Alteri Wealth LLC | 1.30% | Add +65.1% | 72,121 | $3.0M |
| Ieq Capital, LLC | 0.02% | Reduce -13.3% | 69,696 | $2.9M |
| Romano Brothers and Company | 0.37% | Reduce -8.2% | 68,865 | $2.8M |
| My Legacy Advisors, LLC | 1.09% | Add +6.7% | 68,603 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +33.4% | 68,502 | $2.8M |
| Aspetuck Financial Management LLC | 2.40% | Add +18.9% | 67,847 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.3% | 67,689 | $2.8M |
| National Philanthropic Trust | 0.04% | Reduce -29.6% | 67,629 | $2.8M |
| CENTRAL TRUST Co | 0.07% | Reduce -1.7% | 67,398 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +165.4% | 67,121 | $2.8M |
| Concord Wealth Partners | 0.45% | Add +129.5% | 66,554 | $2.7M |
| Nilsine Partners, LLC | 0.30% | Add +20.0% | 65,891 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.7% | 65,708 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -46.7% | 65,322 | $2.7M |
| Integrated Advisors Network LLC | 0.13% | Reduce -2.8% | 64,380 | $2.6M |
| J. W. Coons Advisors, LLC | 0.69% | Reduce -5.2% | 63,320 | $2.6M |
| Albion Financial Group | 0.18% | Add +8.5% | 63,254 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -19.6% | 62,960 | $2.6M |
| Perissos Private Wealth Management, LLC | 2.35% | Reduce -4.4% | 62,580 | $2.6M |
| OmniStar Financial Group, Inc. | 2.03% | Add +24.5% | 62,330 | $2.6M |
| Fortress Wealth Management, Inc. | 1.32% | Add +959.2% | 61,708 | $2.5M |
| RPg Family Wealth Advisory, LLC | 0.71% | Add +1.4% | 60,451 | $2.5M |
| World Investment Advisors | 0.06% | Reduce -4.9% | 59,630 | $2.5M |
| Lanark Financial, Inc. | 0.21% | — | 58,453 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -1.4% | 58,052 | $2.4M |
| Ascentis Independent Advisors | 0.47% | Add +16.8% | 57,856 | $2.4M |
| Quartz Partners, LLC | 1.43% | Add +25.8% | 57,271 | $2.4M |
| International Assets Investment Management, LLC | 0.20% | Reduce -0.3% | 56,066 | $2.3M |
| Compass Financial Group, Inc. | 1.10% | Reduce -1.9% | 51,996 | $2.1M |
| Verus Capital Partners, LLC | 0.21% | Add +2.3% | 51,766 | $2.1M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -2.6% | 51,391 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -27.4% | 49,506 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -35.7% | 48,951 | $2.0M |
| Insigneo Advisory Services, LLC | 0.21% | Add +29.1% | 48,821 | $2.0M |
| AEGON USA Investment Management, LLC | 2.09% | No change | 47,300 | $1.9M |
| Csenge Advisory Group | 0.11% | Add +7.5% | 47,900 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +30.5% | 46,627 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +10.4% | 46,246 | $1.9M |
| Bay Capital Advisors, LLC | 1.58% | Reduce -4.2% | 46,021 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +2.6% | 46,019 | $1.9M |
| Dumont & Blake Investment Advisors LLC | 0.53% | Add +17.3% | 45,889 | $1.9M |
| Advisor Resource Council | 0.15% | New | 47,177 | $1.9M |
| Landmark Wealth Management, Inc. | 0.88% | Add +41.6% | 45,061 | $1.9M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -3.2% | 44,132 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 43,662 | $1.8M |
| North Forty Two & Co. | 1.99% | Add +0.9% | 43,606 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +0.4% | 43,271 | $1.8M |
| Oregon Pacific Wealth Management, LLC | 1.77% | Add +4.0% | 42,992 | $1.8M |
| TrueMark Investments, LLC | 0.46% | Add +535.6% | 42,654 | $1.8M |
| Raleigh Capital Management Inc. | 0.79% | Add +55.9% | 42,327 | $1.7M |
| City National Bank of Florida | 1.57% | Reduce -6.3% | 42,315 | $1.7M |
| Investors Research Corp | 0.38% | Reduce -0.1% | 42,279 | $1.7M |
| Heritage Wealth Management, Inc. | 1.47% | Reduce -2.5% | 41,738 | $1.7M |
| AlTi Global, Inc. | 0.04% | Add +60.2% | 41,436 | $1.7M |
| Friedenthal Financial | 0.99% | Reduce -71.5% | 40,245 | $1.7M |
| Nottingham Advisors, Inc. | 0.25% | Reduce -0.4% | 40,017 | $1.6M |
| Capstone Wealth Management Group LLC | 1.30% | Reduce -3.9% | 39,540 | $1.6M |
| Integrity Alliance, Llc. | 0.06% | New | 39,419 | $1.6M |
| Clear Creek Financial Management, LLC | 0.17% | Add +46.1% | 39,327 | $1.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.8% | 39,194 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +16.0% | 39,097 | $1.6M |
| Black Diamond Financial, LLC | 0.24% | Add +0.1% | 38,779 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -35.5% | 38,496 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +5.9% | 38,343 | $1.6M |
| Great Waters Wealth Management | 0.22% | Reduce -1.4% | 38,294 | $1.6M |
| Joel Isaacson & Co., LLC | 0.07% | Add +15.9% | 36,720 | $1.5M |
| Hibernia Wealth Partners, LLC | 1.00% | Reduce -3.2% | 34,385 | $1.4M |
| Astor Investment Management LLC | 0.75% | Reduce -5.5% | 34,127 | $1.4M |
| Patton Albertson Miller Group, LLC | 0.21% | Reduce -7.1% | 34,056 | $1.4M |
| Graypoint LLC | 0.09% | Add +12.4% | 33,364 | $1.4M |
| Courier Capital LLC | 0.09% | Add +0.2% | 32,926 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +0.3% | 32,258 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +64.9% | 31,945 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +0.2% | 31,933 | $1.3M |
| Principal Securities, Inc. | 0.03% | No change | 31,066 | $1.3M |
| Shum Financial Group, Inc. | 1.10% | Reduce -4.1% | 30,950 | $1.3M |
| Adams Wealth Management | 0.24% | Add +37.3% | 29,838 | $1.2M |
| CacheTech Inc. | 0.24% | Add +37.3% | 29,838 | $1.2M |
| US Financial Advisors, LLC | 0.36% | Reduce -4.2% | 29,613 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +14.2% | 29,356 | $1.2M |
| Elequin Capital, LP | 0.31% | New | 28,963 | $1.2M |
| Opulen Financial Group LLC | 1.08% | Add +1.1% | 28,880 | $1.2M |
| Comerica Bank | 0.01% | Reduce -21.0% | 28,754 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +21.2% | 28,395 | $1.2M |
| Plan Group Financial, LLC | 0.41% | New | 27,639 | $1.1M |
| Flagstar Securities, Inc. | 0.29% | Reduce -4.4% | 27,546 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -0.1% | 27,320 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Reduce -7.5% | 27,109 | $1.1M |
| FC Advisory LLC | 0.38% | Reduce -84.0% | 27,010 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Add +6.5% | 26,477 | $1.1M |
| TradeWell Securities, LLC. | 0.60% | Add +20.0% | 26,404 | $1.1M |
| Naples Global Advisors, LLC | 0.10% | No change | 26,330 | $1.1M |
| Sachetta, LLC | 0.44% | Add +8.5% | 25,979 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 24,992 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Add +5.5% | 24,724 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -2.0% | 23,881 | $982K |
| City Center Advisors, LLC | 1.15% | Add +11.4% | 23,844 | $981K |
| AE Wealth Management LLC | 0.01% | Add +49.1% | 22,953 | $944K |
| Advisory Services Network, LLC | 0.02% | Reduce -8.6% | 22,507 | $926K |
| Geneos Wealth Management Inc. | 0.03% | Add +29.0% | 22,424 | $922K |
| Chesley Taft & Associates LLC | 0.04% | Add +0.5% | 22,355 | $919K |
| Darwin Wealth Management, LLC | 0.31% | No change | 21,811 | $910K |
| Richardson Financial Services Inc. | 0.68% | Add +11.7% | 21,593 | $888K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.3% | 21,393 | $880K |
| McAdam, LLC | 0.05% | Reduce -2.8% | 21,327 | $877K |
| First City Capital Management, Inc. | 0.52% | Reduce -0.3% | 21,010 | $864K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -18.3% | 20,930 | $861K |
| Transamerica Financial Advisors, LLC | 0.09% | Reduce -3.8% | 20,819 | $857K |
| RFG Advisory, LLC | 0.02% | Add +44.6% | 20,595 | $847K |
| Signal Advisors Wealth, LLC | 0.08% | Add +21.0% | 20,008 | $823K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -16.2% | 19,956 | $821K |
| Concord Asset Management, LLC | 0.17% | Add +120.4% | 19,506 | $793K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +24918.4% | 19,014 | $782K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +18.6% | 19,008 | $782K |
| Heritage Trust Co | 0.09% | No change | 18,894 | $777K |
| Legacy Edge Advisors, LLC | 0.12% | Add +17.4% | 18,775 | $772K |
| Hillsdale Investment Management Inc. | 0.04% | No change | 18,760 | $772K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.9% | 19,058 | $755K |
| Matrix Trust Co | 0.13% | Add +40.5% | 18,200 | $749K |
| Invesco Ltd. | 0.00% | Reduce -3.6% | 17,950 | $738K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.83% | Add +26.6% | 17,865 | $735K |
| Harbour Investments, Inc. | 0.02% | Add +34.2% | 17,649 | $726K |
| Good Life Advisors, LLC | 0.05% | Add +8.8% | 17,543 | $722K |
| Betterment LLC | 0.00% | Add +38.7% | 17,290 | $711K |
| Dover Advisors, LLC | 0.31% | Add +17.3% | 17,120 | $704K |
| NTV Asset Management LLC | 0.09% | Reduce -5.0% | 17,100 | $703K |
| Madison Wealth Partners, Inc | 0.17% | Add +0.1% | 17,089 | $703K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -3.3% | 17,041 | $701K |
| Samalin Investment Counsel, LLC | 0.28% | New | 16,712 | $687K |
| Nordwand Advisors, LLC | 0.26% | Add +348.4% | 16,622 | $684K |
| Quantum Portfolio Management LLC | 0.35% | New | 16,600 | $683K |
| Novus Advisors, LLC | 0.68% | Add +53.2% | 16,478 | $678K |
| Western Wealth Management, LLC | 0.04% | Reduce -88.4% | 16,262 | $669K |
| J Hagan Capital, Inc. | 0.54% | — | 15,846 | $661K |
| Keystone Global Partners, LLC | 0.46% | — | 16,003 | $658K |
| Ninety One North America, Inc. | 0.04% | Add +50.7% | 15,970 | $657K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.3% | 15,810 | $650K |
| Medallion Wealth Advisors, LLC | 0.29% | Add +30.4% | 15,865 | $649K |
| Cornerstone Advisory, LLC | 0.08% | Add +9.2% | 15,811 | $644K |
| Legacy Capital Group California, Inc. | 0.22% | Reduce -3.4% | 15,494 | $637K |
| PFG Investments, LLC | 0.04% | Reduce -23.4% | 15,333 | $631K |
| Financial Advocates Investment Management | 0.04% | Add +69.0% | 15,286 | $629K |
| BTS Asset Management, Inc. | 0.70% | New | 15,010 | $617K |
| Greenwich Wealth Management LLC | 0.05% | Reduce -1.0% | 14,905 | $613K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.2% | 14,900 | $613K |
| Retirement Financial Solutions, LLC | 0.24% | Add +36.5% | 14,794 | $608K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +25.4% | 14,376 | $591K |
| Florin Court Capital LLP | 0.61% | Reduce -12.3% | 14,300 | $588K |
| Wagner Wealth Management, LLC | 0.15% | Add +1.3% | 14,240 | $586K |
| Peddock Capital Advisors, LLC | 0.15% | Reduce -7.7% | 14,193 | $584K |
| FSB Premier Wealth Management, Inc. | 0.23% | Add +48.0% | 14,155 | $582K |
| Primoris Wealth Advisors, LLC | 0.45% | Reduce -2.8% | 14,093 | $580K |
| SBI Securities Co., Ltd. | 0.02% | Add +18.5% | 14,072 | $579K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -6.0% | 13,841 | $569K |
| ELCO Management Co., LLC | 0.31% | Add +3.8% | 13,750 | $566K |
| FDx Advisors, Inc. | 0.18% | Reduce -6.2% | 13,743 | $565K |
| Townsquare Capital LLC | 0.01% | New | 13,646 | $561K |
| Wetzel Investment Advisors, Inc. | 0.28% | Add +65.3% | 13,599 | $559K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -17.3% | 13,583 | $559K |
| Kennicott Capital Management LLC | 0.36% | No change | 13,446 | $553K |
| Dimension Capital Management LLC | 0.10% | No change | 13,020 | $536K |
| Investment Planning Advisors, Inc. | 0.22% | Reduce -3.1% | 12,980 | $534K |
| Arkadios Wealth Advisors | 0.02% | New | 12,839 | $528K |
| Optima Capital LLC | 0.33% | Add +113.3% | 12,552 | $516K |
| Allworth Financial LP | 0.00% | Reduce -14.3% | 12,446 | $508K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 12,331 | $507K |
| Dakota Wealth Management | 0.01% | Reduce -9.9% | 12,031 | $495K |
| Patten Group, Inc. | 0.11% | Reduce -2.2% | 12,025 | $495K |
| Ridgeline Wealth Planning, LLC | 0.48% | Reduce -0.9% | 11,950 | $492K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +83.1% | 11,934 | $491K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -87.5% | 11,917 | $490K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -87.5% | 11,917 | $490K |
| Eldridge Investment Advisors, Inc. | 0.11% | Reduce -28.0% | 11,890 | $486K |
| Aptus Capital Advisors, LLC | 0.01% | Add +9.1% | 11,805 | $486K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -5.9% | 11,743 | $483K |
| Prentice Wealth Management LLC | 0.14% | Reduce -5.6% | 11,550 | $475K |
| CGN Advisors LLC | 0.05% | Add +58.2% | 11,367 | $468K |
| Private Trust Co. NA | 0.05% | Reduce -11.4% | 11,276 | $464K |
| Prasad Wealth Partners, LLC | 0.15% | Reduce -88.6% | 11,190 | $460K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 11,013 | $460K |
| Collaborative Wealth Managment Inc. | 0.21% | Reduce -4.5% | 11,065 | $455K |
| Commerce Bank | 0.00% | Reduce -34.3% | 11,053 | $455K |
| Flow Traders U.S. LLC | 0.02% | Reduce -84.8% | 10,901 | $448K |
| Darden Wealth Group Inc | 0.34% | Reduce -0.9% | 10,700 | $440K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 10,696 | $440K |
| &partners | 0.00% | Reduce -57.6% | 10,568 | $434K |
| Balboa Wealth Partners | 0.10% | Add +49.9% | 10,489 | $431K |
| Moneco Advisors, LLC | 0.04% | Add +13.0% | 10,462 | $430K |
| SageView Advisory Group, LLC | 0.02% | Reduce -3.5% | 10,362 | $426K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -6.6% | 10,282 | $423K |
| Financial Counselors Inc. | 0.01% | No change | 10,192 | $419K |
| Belvedere Trading LLC | 0.04% | New | 9,997 | $411K |
| Arete Wealth Advisors, LLC | 0.03% | Add +11.4% | 9,920 | $408K |
| Focus Partners Wealth | 0.00% | Reduce -20.0% | 9,873 | $406K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -53.5% | 9,749 | $401K |
| Aletheian Wealth Advisors LLC | 0.22% | Add +26.1% | 9,623 | $396K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 9,621 | $396K |
| Bank of Marin | 0.50% | Add +41.6% | 9,550 | $393K |
| Rooted Wealth Advisors, Inc. | 0.17% | Add +8.5% | 9,816 | $392K |
| Composition Wealth, LLC | 0.01% | Add +28.8% | 9,489 | $390K |
| International Private Wealth Advisors LLC | 0.37% | Add +49.5% | 9,429 | $388K |
| Blue Fin Capital, Inc. | 0.07% | No change | 9,404 | $387K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 9,350 | $385K |
| GWN Securities Inc. | 0.02% | New | 9,314 | $384K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -30.4% | 9,387 | $384K |
| Accel Wealth Management | 0.14% | Reduce -5.0% | 9,294 | $382K |
| Garden State Investment Advisory Services LLC | 0.12% | Reduce -88.8% | 9,162 | $377K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.7% | 9,158 | $377K |
| Brookstone Capital Management | 0.01% | New | 9,092 | $374K |
| Chicago Partners Investment Group LLC | 0.01% | Add +26.7% | 9,122 | $372K |
| LJI Wealth Management, LLC | 0.07% | Reduce -1.2% | 8,955 | $368K |
| Planned Solutions, Inc. | 0.15% | Add +5.3% | 8,813 | $362K |
| Redmont Wealth Advisors LLC | 0.70% | Add +18.1% | 8,736 | $359K |
| Worth Financial Advisory Group, LLC | 0.23% | Reduce -18.0% | 8,723 | $359K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.2% | 8,785 | $359K |
| Mascoma Wealth Management LLC | 0.09% | Reduce -7.0% | 8,630 | $355K |
| Kovack Advisors, Inc. | 0.04% | Add +0.1% | 8,530 | $351K |
| Tortoise Investment Management, LLC | 0.04% | No change | 8,505 | $350K |
| Main Street Financial Solutions, LLC | 0.03% | New | 8,500 | $350K |
| Lockerman Financial Group, Inc. | 0.53% | New | 8,494 | $349K |
| Marshall Financial Group, LLC | 0.08% | Add +4.8% | 8,475 | $349K |
| L.M. Kohn & Company | 0.09% | Add +0.1% | 8,249 | $339K |
| Tyche Wealth Partners LLC | 0.07% | No change | 8,141 | $335K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | New | 8,124 | $334K |
| Quattro Financial Advisors LLC | 0.11% | No change | 8,074 | $332K |
| Consolidated Portfolio Review Corp | 0.05% | Add +8.9% | 7,777 | $320K |
| Advyzon Investment Management, LLC | 0.11% | Reduce -33.7% | 7,762 | $319K |
| Clearstead Trust, LLC | 0.07% | No change | 7,700 | $317K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 7,670 | $315K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -17.7% | 7,642 | $314K |
| LifeGoal Investments, LLC | 0.34% | New | 7,604 | $313K |
| Modern Wealth Management, LLC | 0.01% | Reduce -6.8% | 7,553 | $311K |
| IFP Advisors, Inc | 0.01% | Add +3.5% | 7,549 | $311K |
| Ascent Group, LLC | 0.01% | Add +47.6% | 7,516 | $309K |
| Navis Wealth Advisors, LLC | 0.30% | No change | 7,500 | $308K |
| Advisors Asset Management, Inc. | 0.01% | Add +117.5% | 7,461 | $307K |
| Moors & Cabot, Inc. | 0.02% | Add +17.4% | 7,392 | $304K |
| Parallel Advisors, LLC | 0.01% | Reduce -10.7% | 7,341 | $302K |
| WealthShield Partners, LLC | 0.04% | Reduce -16.4% | 7,329 | $301K |
| Gotham Asset Management | 0.00% | Add +3.1% | 7,273 | $299K |
| Capital CS Group, LLC | 0.51% | Add +7.8% | 7,268 | $299K |
| Pinion Investment Advisors, LLC | 0.07% | Add +1.3% | 7,252 | $298K |
| Ashton Thomas Securities, LLC | 0.08% | Add +49.5% | 7,195 | $296K |
| Huntleigh Advisors, Inc. | 0.05% | Reduce -6.2% | 7,116 | $293K |
| Stableford Capital II LLC | 0.12% | Reduce -94.3% | 7,241 | $293K |
| Strategic Blueprint, LLC | 0.02% | Add +0.0% | 7,099 | $292K |
| Visionary Wealth Advisors | 0.02% | Reduce -62.5% | 7,004 | $288K |
| Susquehanna International Group, LLP | 0.00% | New | 6,606 | $272K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Reduce -18.7% | 6,374 | $262K |
| GeoWealth Management, LLC | 0.01% | Reduce -81.7% | 6,365 | $262K |
| SFE Investment Counsel | 0.05% | New | 6,329 | $260K |
| Mirador Capital Partners LP | 0.05% | Reduce -6.8% | 6,314 | $260K |
| LPF Advisors LLC | 0.21% | Reduce -19.8% | 6,252 | $257K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +1.1% | 6,228 | $256K |
| Axis Wealth Partners, LLC | 0.19% | Add +0.4% | 6,177 | $254K |
| Jones Financial Companies LLLP | 0.00% | Add +95.1% | 6,095 | $251K |
| Outlook Wealth Advisors, LLC | 0.07% | New | 6,031 | $248K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 6,011 | $247K |
| RFG Holdings, Inc. | 0.08% | No change | 5,996 | $247K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -8.8% | 5,988 | $246K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -59.4% | 5,954 | $245K |
| Centaurus Financial, Inc. | 0.01% | Add +4.5% | 5,924 | $244K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -4.0% | 5,846 | $240K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Add +0.6% | 5,810 | $239K |
| HBW Advisory Services LLC | 0.03% | Add +1.4% | 5,805 | $239K |
| Gradient Investments LLC | 0.00% | New | 5,775 | $238K |
| Forefront Wealth Partners, LLC | 0.16% | New | 5,743 | $236K |
| Sei Investments Co. | 0.00% | New | 5,577 | $229K |
| Endowment Wealth Management, Inc. | 0.15% | Reduce -6.3% | 5,565 | $229K |
| Melone Private Wealth, LLC | 0.12% | Reduce -19.3% | 5,539 | $228K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -24.2% | 5,541 | $227K |
| Valtinson Bruner Financial Planning LLC | 0.08% | New | 5,503 | $226K |
| Cumberland Partners Ltd | 0.02% | New | 5,495 | $226K |
| Essex Financial Services, Inc. | 0.02% | Reduce -25.9% | 5,421 | $223K |
| Hobbs Group Advisors, LLC | 0.08% | Add +10.1% | 5,367 | $221K |
| PFG Advisors | 0.01% | Reduce -75.1% | 5,332 | $219K |
| Kathmere Capital Management, LLC | 0.02% | No change | 5,280 | $217K |
| Harvest Investment Services, LLC | 0.06% | No change | 5,266 | $217K |
| Synovus Financial Corp. | 0.00% | New | 5,231 | $215K |
| Virtue Capital Management, LLC | 0.02% | New | 5,121 | $210K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.7% | 5,076 | $209K |
| MJT & Associates Financial Advisory Group, Inc. | 0.20% | — | 5,033 | $207K |
| Iams Wealth Management, LLC | 0.09% | New | 5,009 | $206K |
| James Investment Research, Inc. | 0.03% | No change | 4,950 | $204K |
| Millennium Management | 0.00% | Reduce -93.2% | 4,921 | $202K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 4,902 | $202K |
| TD Waterhouse Canada Inc. | 0.00% | Add +57.3% | 4,763 | $194K |
| Glen Eagle Advisors, LLC | 0.03% | Add +2.3% | 4,545 | $187K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 4,317 | $178K |
| Paladin Advisory Group, LLC | 0.14% | Reduce -89.9% | 4,207 | $173K |
| Global Financial Private Client, LLC | 0.07% | Add +51.1% | 4,185 | $172K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Reduce -9.4% | 3,886 | $160K |
| Continuum Advisory, LLC | 0.02% | Add +268.4% | 3,654 | $150K |
| Creative Financial Designs Inc. | 0.01% | Add +1505.3% | 3,612 | $149K |
| YANKCOM Partnership | 0.07% | No change | 2,936 | $121K |
| Spire Wealth Management | 0.00% | Reduce -54.4% | 2,731 | $112K |
| MCF Advisors LLC | 0.01% | Reduce -16.2% | 2,580 | $106K |
| Wayfinding Financial, LLC | 0.04% | New | 2,320 | $95K |
| Hollencrest Capital Management | 0.00% | Add +1027.0% | 2,254 | $93K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,212 | $91K |
| Eastern Bank | 0.00% | Reduce -59.5% | 2,155 | $89K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 2,105 | $87K |
| Richard W. Paul & Associates, LLC | 0.03% | Add +28.9% | 1,905 | $78K |
| Webster Bank, N. A. | 0.01% | No change | 1,785 | $73K |
| Nalls Sherbakoff Group, LLC | 0.05% | — | 1,591 | $65K |
| Colonial Trust Co / SC | 0.01% | No change | 1,500 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,459 | $60K |
| Rakuten Securities, Inc. | 0.03% | Add +182.6% | 1,433 | $59K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -3.0% | 1,340 | $54K |
| Horizon Investments, LLC | 0.00% | Reduce -9.7% | 1,326 | $54K |
| Arax Advisory Partners | 0.00% | No change | 1,203 | $49K |
| AdvisorNet Financial, Inc | 0.00% | Add +304.8% | 1,186 | $49K |
| Smartleaf Asset Management LLC | 0.00% | Add +177.8% | 1,011 | $42K |
| Mather Group, Llc. | 0.00% | New | 998 | $41K |
| Abound Financial, LLC | 0.02% | New | 965 | $40K |
| Community Bank, N.A. | 0.01% | No change | 955 | $39K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 933 | $38K |
| Transce3nd, LLC | 0.02% | Reduce -75.0% | 911 | $37K |
| 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 +0.6% | 786 | $32K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -9.1% | 768 | $32K |
| City Holding Co. | 0.00% | No change | 707 | $29K |
| Hemington Wealth Management | 0.00% | No change | 719 | $29K |
| MAI Capital Management | 0.00% | No change | 619 | $25K |
| Hughes Financial Services, LLC | 0.01% | New | 622 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 580 | $24K |
| Rossby Financial, LCC | 0.01% | New | 581 | $24K |
| Clearstead Advisors, LLC | 0.00% | No change | 526 | $22K |
| CoreCap Advisors, LLC | 0.00% | Add +59.5% | 410 | $17K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -7.6% | 364 | $15K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 327 | $13K |
| Headlands Technologies LLC | 0.00% | New | 326 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 274 | $11K |
| Synergy Investment Management, LLC | 0.00% | No change | 234 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 214 | $9K |
| US Bancorp \de | 0.00% | Add +89.3% | 212 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 207 | $9K |
| Sound Income Strategies, LLC | 0.00% | Add +244.4% | 186 | $8K |
| Zions Bancorporation, National Association | 0.00% | — | 164 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 140 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -58.8% | 139 | $6K |
| Clear Investment Research, LLC | 0.01% | No change | 137 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -66.5% | 136 | $6K |
| Tidemark, LLC | 0.00% | No change | 127 | $5K |
| Safe Harbor Fiduciary, LLC | 0.01% | Add +57.9% | 120 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 100 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 76 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 75 | $3K |
| Citigroup Inc. | 0.00% | Add +5700.0% | 58 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 55 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 54 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 48 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 44 | $1K |
| Signaturefd, LLC | 0.00% | No change | 24 | $987 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 21 | $864 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -53.9% | 12 | $494 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 10 | $411 |
| New Millennium Group LLC | 0.00% | No change | 6 | $247 |
| WPG Advisers, LLC | 0.00% | No change | 5 | $206 |
| Addison Advisors LLC | 0.00% | No change | 3 | $124 |
| Trust Co. of Vermont | 0.00% | New | 2 | $82 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -99.8% | 1 | $41 |
| Covestor Ltd | 0.00% | Add +22.2% | 11 | $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.