SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q2 2025 (June 30)523holders −2
50new positions
59sold out
3famous investors
$41.54avg. 13F price*
At the end of Q2 2025, 523 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 2 from Q1 2025. 50 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($552.4M), Morgan Stanley ($482.4M) and Corebridge Financial, Inc. ($398.6M). 3 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 (Q2 2025)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $67.5M |
| Exits | 59 | $310.1M |
All 13F filers, Q1 2025 → Q2 2025: 12,089,298 shares bought and 23,257,631 shares sold, net −11,168,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 523 holders
| Bank of America Corp. | 0.04% | Add +14.6% | 13,282,946 | $552.4M |
| Morgan Stanley | 0.03% | Add +4.7% | 11,600,039 | $482.4M |
| Corebridge Financial, Inc. | 88.85% | No change | 9,585,037 | $398.6M |
| Arizona PSPRS Trust | 11.05% | Add +1.9% | 7,994,169 | $332.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +14.2% | 7,103,114 | $295.4M |
| State of Tennessee, Department of Treasury | 0.96% | Reduce -1.9% | 6,446,331 | $268.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.51% | Add +12.0% | 6,098,747 | $253.6M |
| Ocean Park Asset Management, LLC | 7.84% | No change | 5,370,424 | $220.9M |
| Ensign Peak Advisors, Inc | 0.28% | No change | 4,002,693 | $166.5M |
| LPL Financial LLC | 0.05% | Reduce -1.7% | 3,574,104 | $148.6M |
| Neuberger Berman Group LLC | 0.11% | Add +16.9% | 3,354,813 | $139.5M |
| State Street Corp. | 0.01% | Add +0.5% | 3,225,320 | $134.1M |
| Royal Bank of Canada | 0.02% | Add +24.2% | 2,457,416 | $102.2M |
| Wells Fargo & Company | 0.02% | Reduce -16.7% | 2,071,781 | $86.2M |
| BlackRock, Inc. | 0.00% | Reduce -12.2% | 1,959,019 | $81.5M |
| Advisory Alpha, LLC | 2.16% | Add +5.3% | 1,665,176 | $69.3M |
| Symetra Investment Management Co | 17.04% | Reduce -56.0% | 1,564,215 | $65.1M |
| Renaissance Technologies | 0.08% | Add +941.9% | 1,528,466 | $63.6M |
| UBS Group AG | 0.01% | Add +1.4% | 1,514,277 | $63.0M |
| Money Design Co.,Ltd. | 3.09% | Add +6.2% | 1,503,826 | $62.5M |
| Deutsche Bank AG | 0.02% | Reduce -0.2% | 1,192,926 | $49.6M |
| Horizon Investments, LLC | 0.78% | Add +90213.1% | 1,197,552 | $49.2M |
| Aristotle Pacific Capital, LLC | 23.08% | Reduce -41.3% | 1,157,066 | $48.1M |
| 1832 Asset Management L.P. | 0.08% | Add +4.5% | 1,077,964 | $44.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.2% | 1,002,407 | $41.7M |
| Wellington Management Group LLP | 0.01% | Reduce -65.6% | 936,750 | $39.0M |
| CNO Financial Group, Inc. | 22.16% | Add +141.5% | 862,000 | $35.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.8% | 846,168 | $35.2M |
| Calamos Advisors LLC | 0.21% | Reduce -38.0% | 812,805 | $33.8M |
| Donoghue Forlines LLC | 9.28% | Add +33.7% | 782,022 | $32.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.0% | 747,083 | $31.1M |
| Osborne Partners Capital Management, LLC | 1.63% | Reduce -0.4% | 738,962 | $30.7M |
| Conning Inc. | 0.96% | Add +11.2% | 713,275 | $26.7M |
| Guggenheim Capital LLC | 0.21% | Reduce -0.3% | 613,929 | $25.5M |
| Bank of New York Mellon Corp | 0.00% | Add +45.7% | 598,527 | $24.9M |
| Lord, Abbett & Co. LLC | 0.08% | Reduce -6.4% | 596,051 | $24.8M |
| Creative Planning | 0.02% | Reduce -2.2% | 594,938 | $24.7M |
| Stifel Financial Corp. | 0.02% | Add +10.9% | 560,396 | $23.3M |
| Ameritas Advisory Services, LLC | 1.17% | Reduce -22.1% | 537,974 | $22.4M |
| Quadrature Capital Ltd | 0.37% | New | 510,156 | $21.2M |
| Federated Hermes, Inc. | 0.04% | Reduce -11.1% | 493,150 | $20.5M |
| Blackstone Inc. | 0.09% | No change | 492,591 | $20.5M |
| Ninety One UK Ltd | 0.04% | No change | 431,500 | $17.9M |
| Coppell Advisory Solutions LLC | 2.09% | Add +11.4% | 423,017 | $17.6M |
| L & S Advisors Inc | 1.92% | Reduce -34.7% | 410,860 | $17.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.9% | 409,498 | $17.0M |
| First Foundation Advisors | 0.62% | Reduce -6.5% | 403,498 | $16.8M |
| State of New Jersey Common Pension Fund D | 0.06% | Reduce -79.0% | 400,000 | $16.6M |
| Catalyst Capital Advisors LLC | 0.31% | No change | 374,591 | $15.6M |
| Cetera Investment Advisers | 0.03% | Reduce -1.3% | 372,096 | $15.5M |
| ZEGA Investments, LLC | 3.67% | Reduce -41.9% | 351,761 | $14.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -73.3% | 349,333 | $14.5M |
| Country Trust Bank | 0.31% | Add +0.8% | 330,319 | $13.7M |
| Prevail Innovative Wealth Advisors, LLC | 3.03% | Reduce -2.4% | 324,530 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -19.4% | 302,856 | $12.6M |
| Assetmark, Inc. | 0.03% | Add +4.1% | 300,420 | $12.5M |
| Citigroup Inc. | 0.01% | Add +509396.5% | 295,508 | $12.3M |
| Kestra Private Wealth Services, LLC | 0.16% | Reduce -3.3% | 274,342 | $11.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +13.3% | 266,737 | $11.1M |
| Stablepoint Partners, LLC | 1.85% | Add +3.8% | 260,870 | $10.8M |
| Fortem Financial Group, LLC | 3.47% | Add +122.2% | 258,408 | $10.7M |
| Secure Asset Management, LLC | 1.99% | Reduce -18.1% | 258,287 | $10.7M |
| Goldstone Financial Group, LLC | 1.35% | Reduce -0.6% | 246,711 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.6% | 243,783 | $10.1M |
| Drive Wealth Management, LLC | 2.13% | Add +10.2% | 233,961 | $9.7M |
| Matthew Goff Investment Advisor, LLC | 1.75% | Reduce -13.7% | 227,520 | $9.5M |
| Destiny Wealth Partners, LLC | 1.26% | Add +5.8% | 225,140 | $9.4M |
| Sanctuary Advisors, LLC | 0.06% | Add +231.0% | 224,032 | $9.3M |
| Merit Financial Group, LLC | 0.10% | Reduce -42.7% | 223,888 | $9.3M |
| Moulton Wealth Management, Inc. | 6.87% | Add +196.5% | 219,012 | $9.1M |
| Hennion & Walsh Asset Management, Inc. | 0.36% | Add +6.6% | 212,978 | $8.9M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -0.9% | 212,941 | $8.9M |
| Refined Wealth Management | 6.02% | Add +0.3% | 210,651 | $8.8M |
| Shilanski & Associates, Inc. | 2.49% | Add +2.9% | 209,695 | $8.7M |
| Fragasso Financial Advisors Inc | 0.58% | Reduce -9.3% | 206,564 | $8.6M |
| KMG Fiduciary Partners, LLC | 0.61% | Add +3.8% | 198,874 | $8.3M |
| MRA Advisory Group | 3.87% | Reduce -10.3% | 198,826 | $8.3M |
| Hilltop Partners LLC | 2.48% | Reduce -17.3% | 197,482 | $8.2M |
| Horizon Financial Services, LLC | 4.29% | Add +0.9% | 194,572 | $8.1M |
| Scotia Capital Inc. | 0.04% | Reduce -0.0% | 193,854 | $8.1M |
| First Manhattan Co. Llc. | 0.02% | Reduce -12.4% | 182,725 | $7.6M |
| Fortis Capital Management LLC | 1.18% | Reduce -3.6% | 182,077 | $7.6M |
| ACT Advisors, LLC. | 3.46% | New | 180,087 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.4% | 179,541 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.6% | 167,898 | $7.0M |
| Pathstone Holdings, LLC | 0.03% | Reduce -68.6% | 165,653 | $6.9M |
| NewSquare Capital LLC | 0.51% | Reduce -1.5% | 165,459 | $6.9M |
| O'Connor Financial Group LLC | 2.96% | Add +5.7% | 162,129 | $6.7M |
| Logan Stone Capital, LLC | 3.15% | Reduce -45.8% | 160,718 | $6.7M |
| Luken Investment Analytics, LLC | 2.83% | Reduce -3.2% | 155,480 | $6.5M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -11.4% | 152,872 | $6.4M |
| CreativeOne Wealth, LLC | 0.16% | Add +9.9% | 149,865 | $6.2M |
| Austin Private Wealth, LLC | 0.49% | Add +67.7% | 149,298 | $6.2M |
| Wedbush Securities Inc. | 0.22% | Add +82.8% | 148,084 | $6.2M |
| Palogic Value Management, L.P. | 2.64% | Add +12.0% | 147,942 | $6.2M |
| Summit Global Investments | 0.36% | Add +7.7% | 147,143 | $6.1M |
| Sagace Wealth Management LLC | 4.54% | Reduce -28.1% | 146,039 | $6.1M |
| Independent Financial Group, LLC | 0.17% | Add +9.3% | 145,488 | $6.1M |
| Live Oak Investment Partners | 4.65% | Reduce 0.0% | 145,403 | $6.0M |
| Jefferies Financial Group Inc. | 0.10% | Reduce -7.6% | 144,622 | $6.0M |
| Little Harbor Advisors, LLC | 3.54% | Reduce -17.3% | 143,388 | $6.0M |
| Rainey & Randall Wealth Advisors Inc. | 1.04% | Reduce -0.6% | 136,317 | $5.7M |
| Petix & Botte Co | 1.37% | Reduce -6.4% | 134,156 | $5.6M |
| Canal Capital Management, LLC | 0.88% | Add +4.3% | 133,558 | $5.6M |
| Partners Capital Investment Group, LLP | 0.22% | Reduce -91.8% | 133,464 | $5.6M |
| Bain Capital Credit, LP | 1.99% | Reduce -56.2% | 131,795 | $5.5M |
| 1607 Capital Partners, LLC | 0.44% | No change | 130,958 | $5.4M |
| Equitable Holdings, Inc. | 0.04% | Reduce -14.9% | 130,719 | $5.4M |
| Sage Advisory Services, Ltd.Co. | 2.96% | Add +4.2% | 130,681 | $5.4M |
| Twelve Points Wealth Management LLC | 1.44% | Add +14.9% | 128,260 | $5.3M |
| Citadel Advisors | 0.00% | Add +9.5% | 126,769 | $5.3M |
| Simplicity Wealth,LLC | 0.22% | Add +23.9% | 125,255 | $5.2M |
| Curtis Advisory Group, LLC | 1.30% | Reduce -4.7% | 124,547 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -64.0% | 124,051 | $5.2M |
| Windsor Capital Management, LLC | 1.50% | Reduce -0.1% | 123,857 | $5.2M |
| Beta Wealth Group, Inc. | 1.86% | Reduce -3.0% | 122,331 | $5.1M |
| American Beacon Advisors, Inc. | 49.88% | — | 120,904 | $5.0M |
| Nuveen, LLC | 0.00% | No change | 120,000 | $5.0M |
| Cynosure Group, LLC | 0.56% | Reduce -31.9% | 118,967 | $4.9M |
| Aspire Private Capital, LLC | 1.14% | Add +2.4% | 118,204 | $4.9M |
| Verition Fund Management LLC | 0.03% | New | 116,000 | $4.8M |
| Waverly Advisors, LLC | 0.05% | Add +2.4% | 111,707 | $4.6M |
| Prudent Man Advisors, LLC | 1.46% | No change | 110,500 | $4.6M |
| Cwm, LLC | 0.02% | Add +5.1% | 109,045 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -2.1% | 108,507 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4.0% | 106,110 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +565.8% | 105,261 | $4.4M |
| Global Retirement Partners, LLC | 0.11% | — | 103,463 | $4.3M |
| Clark Capital Management Group, Inc. | 0.03% | New | 102,946 | $4.3M |
| Calton & Associates, Inc. | 0.70% | Reduce -0.6% | 97,397 | $4.1M |
| TFG Advisers LLC | 1.37% | Add +2.5% | 96,491 | $4.0M |
| Asset Allocation & Management Company, LLC | 1.86% | No change | 95,676 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -89.5% | 95,146 | $4.0M |
| Prospera Financial Services Inc | 0.07% | Add +4.4% | 93,087 | $3.9M |
| Bank of Montreal | 0.00% | Reduce -7.1% | 92,238 | $3.8M |
| Trivium Point Advisory, LLC | 0.41% | Reduce -0.5% | 90,506 | $3.8M |
| Corient Private Wealth LP | 0.00% | Reduce -1.1% | 89,167 | $3.7M |
| Adell Harriman & Carpenter Inc. | 0.25% | Reduce -2.4% | 88,925 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.4% | 87,558 | $3.6M |
| Hofer & Associates. Inc | 2.19% | Reduce -5.5% | 84,293 | $3.5M |
| S. R. Schill & Associates | 2.55% | Add +2.4% | 83,290 | $3.5M |
| Transcendent Capital Group LLC | 1.76% | New | 82,127 | $3.4M |
| Park Avenue Securities LLC | 0.03% | Add +3.7% | 80,161 | $3.3M |
| Alteri Wealth LLC | 1.29% | Add +11.1% | 80,158 | $3.3M |
| WESPAC Advisors SoCal, LLC | 0.73% | Reduce -51.5% | 78,590 | $3.3M |
| ARS Wealth Advisors Group, LLC | 0.38% | Add +0.0% | 78,453 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -8.7% | 77,033 | $3.2M |
| Prudential PLC | 0.02% | Reduce -3.5% | 76,720 | $3.2M |
| Wealth Management Associates, Inc. | 1.23% | Add +3.5% | 75,850 | $3.2M |
| Quartz Partners, LLC | 1.43% | Add +31.0% | 75,043 | $3.1M |
| My Legacy Advisors, LLC | 1.10% | Add +8.6% | 74,486 | $3.1M |
| Romano Brothers and Company | 0.37% | Add +4.1% | 71,715 | $3.0M |
| CW Advisors, LLC | 0.03% | Reduce -5.5% | 71,537 | $3.0M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -46.6% | 70,433 | $2.9M |
| Ieq Capital, LLC | 0.02% | Add +0.0% | 69,699 | $2.9M |
| OmniStar Financial Group, Inc. | 2.16% | Add +11.2% | 69,299 | $2.9M |
| Nilsine Partners, LLC | 0.29% | Add +4.0% | 68,522 | $2.8M |
| Integrated Advisors Network LLC | 0.13% | Add +6.2% | 68,355 | $2.8M |
| Hibernia Wealth Partners, LLC | 1.04% | Add +98.8% | 68,346 | $2.8M |
| Aspetuck Financial Management LLC | 2.13% | Add +0.4% | 68,092 | $2.8M |
| National Philanthropic Trust | 0.04% | No change | 67,629 | $2.8M |
| AlphaStar Capital Management, LLC | 0.19% | Reduce -86.9% | 66,072 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.8% | 65,335 | $2.7M |
| CENTRAL TRUST Co | 0.06% | Reduce -4.5% | 64,359 | $2.7M |
| Fortress Wealth Management, Inc. | 1.29% | Add +4.1% | 64,237 | $2.7M |
| Brendel Financial Advisors LLC | 1.49% | New | 63,912 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -6.8% | 63,825 | $2.7M |
| Concord Asset Management, LLC | 0.40% | Add +227.0% | 63,786 | $2.7M |
| Concord Wealth Partners | 0.39% | Reduce -4.2% | 63,786 | $2.7M |
| Summit Financial, LLC | 0.06% | New | 63,234 | $2.6M |
| J. W. Coons Advisors, LLC | 0.59% | Reduce -0.5% | 62,995 | $2.6M |
| Albion Financial Group | 0.17% | Reduce -1.3% | 62,405 | $2.6M |
| Plan Group Financial, LLC | 0.84% | Add +123.4% | 61,743 | $2.6M |
| Perissos Private Wealth Management, LLC | 2.03% | Reduce -1.4% | 61,683 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +38.6% | 59,957 | $2.5M |
| RPg Family Wealth Advisory, LLC | 0.66% | Reduce -1.9% | 59,279 | $2.5M |
| Cadent Capital Advisors, LLC | 0.79% | New | 58,096 | $2.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +10.7% | 56,880 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -13.2% | 56,702 | $2.4M |
| International Assets Investment Management, LLC | 0.19% | Add +0.5% | 56,366 | $2.3M |
| Signal Advisors Wealth, LLC | 0.18% | Add +176.9% | 55,409 | $2.3M |
| Stephens Inc. | 0.03% | Add +10.7% | 54,796 | $2.3M |
| Old Mission Capital LLC | 0.06% | New | 54,767 | $2.3M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -76.3% | 54,115 | $2.3M |
| Verus Capital Partners, LLC | 0.20% | Add +4.5% | 54,107 | $2.3M |
| Lanark Financial, Inc. | 0.18% | Reduce -7.8% | 53,891 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -18.8% | 53,374 | $2.2M |
| City National Bank of Florida | 1.61% | Add +26.0% | 53,329 | $2.2M |
| Compass Financial Group, Inc. | 1.08% | Reduce -0.3% | 51,865 | $2.2M |
| Insigneo Advisory Services, LLC | 0.18% | Add +5.2% | 51,335 | $2.1M |
| AXS Investments LLC | 0.87% | New | 51,028 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -13.1% | 50,432 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | New | 50,000 | $2.1M |
| Landmark Wealth Management, Inc. | 0.88% | Add +9.3% | 49,251 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.5% | 49,173 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +5.5% | 48,527 | $2.0M |
| Dumont & Blake Investment Advisors LLC | 0.52% | Add +3.4% | 47,455 | $2.0M |
| Csenge Advisory Group | 0.10% | Reduce -1.8% | 47,048 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.0% | 45,819 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -1.5% | 45,554 | $1.9M |
| Clear Creek Financial Management, LLC | 0.18% | Add +14.4% | 45,009 | $1.9M |
| Raleigh Capital Management Inc. | 0.78% | Add +6.2% | 44,951 | $1.9M |
| Principal Securities, Inc. | 0.03% | Add +43.5% | 44,569 | $1.9M |
| Heritage Wealth Management, Inc. | 1.38% | Add +5.0% | 43,815 | $1.8M |
| Friedenthal Financial | 1.00% | Add +8.7% | 43,750 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.2% | 43,621 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -2.1% | 42,763 | $1.8M |
| Investors Research Corp | 0.34% | Reduce -0.1% | 42,220 | $1.8M |
| Nottingham Advisors, Inc. | 0.26% | Add +4.0% | 41,620 | $1.7M |
| North Forty Two & Co. | 1.83% | Reduce -5.0% | 41,406 | $1.7M |
| Ascentis Independent Advisors | 0.32% | Reduce -29.1% | 41,015 | $1.7M |
| Black Diamond Financial, LLC | 0.25% | No change | 38,779 | $1.6M |
| Oregon Pacific Wealth Management, LLC | 1.52% | Reduce -10.2% | 38,625 | $1.6M |
| Joel Isaacson & Co., LLC | 0.06% | Add +3.7% | 38,086 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -38.6% | 36,590 | $1.5M |
| AlTi Global, Inc. | 0.04% | Reduce -11.9% | 36,513 | $1.5M |
| Bramshill Investments, LLC | 0.16% | Reduce -66.7% | 36,000 | $1.5M |
| Great Waters Wealth Management | 0.19% | Reduce -6.0% | 35,978 | $1.5M |
| Mariner, LLC | 0.00% | Add +48.7% | 35,507 | $1.5M |
| Capstone Wealth Management Group LLC | 1.04% | Reduce -13.5% | 34,215 | $1.4M |
| Tactive Advisors, LLC | 0.45% | — | 33,542 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +35.5% | 33,512 | $1.4M |
| Courier Capital LLC | 0.08% | Add +1.7% | 33,481 | $1.4M |
| Exchange Traded Concepts, LLC | 0.02% | Add +63.3% | 32,593 | $1.4M |
| Patton Albertson Miller Group, LLC | 0.18% | Reduce -5.3% | 32,256 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +12.9% | 32,052 | $1.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -18.4% | 31,983 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -17.0% | 31,816 | $1.3M |
| Comerica Bank | 0.01% | Add +9.7% | 31,538 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -37.6% | 30,548 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -7.1% | 29,652 | $1.2M |
| AEGON USA Investment Management, LLC | 1.23% | Reduce -38.0% | 29,300 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | New | 28,992 | $1.2M |
| Bay Capital Advisors, LLC | 0.91% | Reduce -37.7% | 28,663 | $1.2M |
| &partners | 0.01% | Add +169.7% | 28,497 | $1.2M |
| Opulen Financial Group LLC | 0.94% | Reduce -4.3% | 27,652 | $1.2M |
| Graypoint LLC | 0.06% | Reduce -18.4% | 27,207 | $1.1M |
| Virtus Fixed Income Advisers, LLC | 1.12% | — | 26,725 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Add +145.1% | 26,717 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Add +107.9% | 26,697 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Reduce -2.1% | 26,539 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | No change | 26,477 | $1.1M |
| Naples Global Advisors, LLC | 0.09% | Reduce -0.1% | 26,310 | $1.1M |
| Flagstar Securities, Inc. | 0.30% | Reduce -4.7% | 26,260 | $1.1M |
| City Center Advisors, LLC | 1.15% | Add +8.6% | 25,893 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -14.1% | 25,206 | $1.0M |
| Sachetta, LLC | 0.41% | Reduce -3.0% | 25,204 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Reduce -7.9% | 25,151 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +11.3% | 25,040 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -22.6% | 24,985 | $1.0M |
| TradeWell Securities, LLC. | 0.50% | Reduce -5.4% | 24,975 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +38.9% | 24,515 | $1.0M |
| J.Safra Asset Management Corp | 0.07% | New | 24,328 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.7% | 24,047 | $1.0M |
| McAdam, LLC | 0.05% | Add +11.3% | 23,734 | $987K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.3% | 23,654 | $984K |
| AE Wealth Management LLC | 0.01% | Reduce -4.5% | 21,926 | $912K |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.2% | 21,868 | $909K |
| Richardson Financial Services Inc. | 0.60% | Add +0.8% | 21,773 | $900K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +12.5% | 21,385 | $889K |
| Western Wealth Management, LLC | 0.05% | Add +31.4% | 21,371 | $889K |
| Darwin Wealth Management, LLC | 0.31% | Reduce -2.4% | 21,285 | $885K |
| Axxcess Wealth Management, LLC | 0.02% | Add +1.5% | 21,241 | $883K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -5.7% | 21,147 | $880K |
| Transamerica Financial Advisors, LLC | 0.08% | Add +0.6% | 20,935 | $871K |
| First City Capital Management, Inc. | 0.50% | Reduce -0.8% | 20,835 | $867K |
| RFG Advisory, LLC | 0.02% | Reduce -1.0% | 20,388 | $848K |
| Aptus Capital Advisors, LLC | 0.01% | Add +72.4% | 20,350 | $846K |
| Optima Capital LLC | 0.45% | Add +61.8% | 20,303 | $844K |
| Legacy Edge Advisors, LLC | 0.11% | Add +7.5% | 20,173 | $839K |
| Leo Wealth, LLC | 0.06% | New | 19,957 | $830K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +65.5% | 19,725 | $820K |
| Hilton Capital Management, LLC | 0.06% | New | 19,298 | $803K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +54.3% | 19,032 | $792K |
| J Hagan Capital, Inc. | 0.52% | Add +17.6% | 18,643 | $775K |
| Matrix Trust Co | 0.12% | Add +0.7% | 18,322 | $762K |
| Impact Partnership Wealth, LLC | 0.14% | New | 17,857 | $743K |
| Nordwand Advisors, LLC | 0.11% | Add +5.5% | 17,542 | $730K |
| Betterment LLC | 0.00% | Add +1.2% | 17,505 | $728K |
| Good Life Advisors, LLC | 0.05% | Reduce -0.4% | 17,473 | $727K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.0% | 17,337 | $721K |
| Madison Wealth Partners, Inc | 0.16% | Add +0.9% | 17,247 | $717K |
| Heritage Trust Co | 0.08% | Reduce -9.2% | 17,164 | $714K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.8% | 16,904 | $703K |
| Quantum Portfolio Management LLC | 0.34% | Add +1.8% | 16,900 | $703K |
| Novus Advisors, LLC | 1.06% | Add +1.0% | 16,638 | $692K |
| NTV Asset Management LLC | 0.08% | Reduce -2.9% | 16,600 | $690K |
| Cornerstone Advisory, LLC | 0.07% | Add +2.4% | 16,193 | $673K |
| Invesco Ltd. | 0.00% | Reduce -9.9% | 16,176 | $673K |
| Lido Advisors, LLC | 0.00% | Reduce -58.8% | 16,123 | $671K |
| SBI Securities Co., Ltd. | 0.02% | Add +13.8% | 16,015 | $666K |
| BOS Asset Management, LLC | 0.21% | New | 16,011 | $666K |
| Ninety One North America, Inc. | 0.03% | No change | 15,970 | $664K |
| Medallion Wealth Advisors, LLC | 0.25% | Add +0.5% | 15,940 | $659K |
| First Citizens Bank & Trust Co. | 0.01% | New | 15,329 | $638K |
| Prosperity Consulting Group, LLC | 0.05% | Add +29.7% | 15,228 | $633K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 14,900 | $620K |
| Adams Wealth Management | 0.12% | Reduce -50.4% | 14,809 | $616K |
| CacheTech Inc. | 0.11% | Reduce -50.4% | 14,809 | $616K |
| 21 West Wealth Management LLC | 0.62% | — | 14,792 | $615K |
| Greenwich Wealth Management LLC | 0.03% | Reduce -1.1% | 14,742 | $613K |
| Wagner Wealth Management, LLC | 0.14% | Add +1.9% | 14,516 | $604K |
| Hillsdale Investment Management Inc. | 0.02% | Reduce -22.9% | 14,460 | $601K |
| Legacy Capital Group California, Inc. | 0.17% | Reduce -7.3% | 14,368 | $598K |
| FSB Premier Wealth Management, Inc. | 0.21% | Reduce -0.0% | 14,150 | $588K |
| Primoris Wealth Advisors, LLC | 0.40% | Add +0.0% | 14,096 | $586K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -0.4% | 13,783 | $573K |
| Retirement Financial Solutions, LLC | 0.20% | Reduce -7.2% | 13,730 | $571K |
| ELCO Management Co., LLC | 0.30% | Reduce -0.4% | 13,700 | $570K |
| Samalin Investment Counsel, LLC | 0.22% | Reduce -18.8% | 13,570 | $564K |
| Keystone Global Partners, LLC | 0.31% | Reduce -15.2% | 13,567 | $564K |
| FDx Advisors, Inc. | 0.17% | Reduce -2.0% | 13,472 | $560K |
| Kennicott Capital Management LLC | 0.32% | No change | 13,446 | $559K |
| Dimension Capital Management LLC | 0.08% | No change | 13,020 | $542K |
| Armstrong Advisory Group, Inc. | 0.04% | Add +14.9% | 12,657 | $526K |
| ShoreHaven Wealth Partners, LLC | 0.22% | New | 12,631 | $525K |
| Focus Partners Wealth | 0.00% | Add +24.2% | 12,262 | $510K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -16.5% | 12,007 | $499K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.56% | Reduce -33.3% | 11,920 | $496K |
| Howard Financial Services, LTD. | 0.06% | New | 11,480 | $477K |
| Advisors Asset Management, Inc. | 0.01% | Add +53.3% | 11,441 | $476K |
| Ridgeline Wealth Planning, LLC | 0.39% | Reduce -4.6% | 11,398 | $474K |
| PFG Investments, LLC | 0.03% | Reduce -25.9% | 11,355 | $472K |
| Commerce Bank | 0.00% | No change | 11,053 | $460K |
| GE Investment Management Corp. | 0.21% | Reduce -98.3% | 11,037 | $459K |
| SageView Advisory Group, LLC | 0.02% | Add +6.3% | 11,012 | $458K |
| Balboa Wealth Partners | 0.09% | Add +3.5% | 10,855 | $451K |
| Patten Group, Inc. | 0.10% | Reduce -10.0% | 10,824 | $450K |
| Fortis Group Advisors, LLC | 0.08% | New | 10,757 | $448K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.0% | 10,693 | $445K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +2.5% | 10,537 | $438K |
| Peddock Capital Advisors, LLC | 0.10% | Reduce -26.0% | 10,508 | $437K |
| American Trust | 0.04% | New | 10,411 | $433K |
| International Private Wealth Advisors LLC | 0.37% | Add +9.1% | 10,283 | $428K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -24.6% | 10,248 | $426K |
| Florin Court Capital LLP | 0.43% | Reduce -28.7% | 10,200 | $424K |
| Darden Wealth Group Inc | 0.26% | Reduce -4.7% | 10,200 | $424K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +3.1% | 10,049 | $418K |
| Allworth Financial LP | 0.00% | Reduce -19.8% | 9,988 | $415K |
| High Net Worth Advisory Group LLC | 0.11% | Add +5.3% | 9,850 | $410K |
| L.M. Kohn & Company | 0.11% | Add +18.4% | 9,765 | $406K |
| Collaborative Wealth Managment Inc. | 0.18% | Reduce -12.1% | 9,729 | $405K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -2.1% | 9,712 | $404K |
| Investment Planning Advisors, Inc. | 0.14% | Reduce -25.8% | 9,630 | $401K |
| Aletheian Wealth Advisors LLC | 0.20% | No change | 9,623 | $400K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 9,621 | $400K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Add +72.7% | 9,505 | $395K |
| Moors & Cabot, Inc. | 0.02% | Add +28.3% | 9,487 | $395K |
| Lockerman Financial Group, Inc. | 0.53% | Add +10.6% | 9,393 | $391K |
| Rooted Wealth Advisors, Inc. | 0.13% | Reduce -4.4% | 9,384 | $390K |
| Brookstone Capital Management | 0.01% | Add +2.7% | 9,336 | $388K |
| Perennial Investment Advisors, LLC | 0.04% | Add +1.9% | 9,330 | $388K |
| Bank of Marin | 0.29% | Reduce -3.2% | 9,242 | $384K |
| Garden State Investment Advisory Services LLC | 0.10% | Add +0.8% | 9,237 | $384K |
| Accel Wealth Management | 0.13% | Reduce -0.7% | 9,231 | $384K |
| Modern Wealth Management, LLC | 0.01% | Add +18.0% | 8,910 | $371K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.4% | 8,909 | $371K |
| Planned Solutions, Inc. | 0.14% | Add +0.8% | 8,887 | $370K |
| Two Sigma Securities, LLC | 0.05% | Reduce -91.3% | 8,872 | $369K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.5% | 8,807 | $367K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -6.7% | 8,756 | $363K |
| Sovereign Financial Group, Inc. | 0.07% | New | 8,657 | $360K |
| Mascoma Wealth Management LLC | 0.08% | No change | 8,630 | $359K |
| Marshall Financial Group, LLC | 0.07% | Add +1.9% | 8,638 | $358K |
| Guidance Capital, Inc. | 0.10% | New | 8,573 | $354K |
| Tortoise Investment Management, LLC | 0.03% | No change | 8,505 | $354K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 8,500 | $354K |
| CGN Advisors LLC | 0.03% | Reduce -26.0% | 8,408 | $350K |
| Brookwood Investment Group LLC | 0.06% | New | 8,407 | $350K |
| Composition Wealth, LLC | 0.01% | Reduce -11.9% | 8,357 | $348K |
| Dakota Wealth Management | 0.01% | Reduce -30.7% | 8,342 | $347K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.3% | 8,330 | $346K |
| Huntleigh Advisors, Inc. | 0.07% | Add +16.8% | 8,310 | $346K |
| Wetzel Investment Advisors, Inc. | 0.16% | Reduce -39.8% | 8,187 | $340K |
| Quattro Financial Advisors LLC | 0.12% | No change | 8,074 | $336K |
| Redmont Wealth Advisors LLC | 0.48% | Reduce -9.3% | 7,924 | $330K |
| Sei Investments Co. | 0.00% | Add +40.0% | 7,807 | $325K |
| Private Trust Co. NA | 0.03% | Reduce -31.0% | 7,780 | $324K |
| Clearstead Trust, LLC | 0.06% | No change | 7,700 | $320K |
| Centaurus Financial, Inc. | 0.02% | Add +29.3% | 7,657 | $318K |
| Prasad Wealth Partners, LLC | 0.09% | Reduce -32.4% | 7,560 | $314K |
| IFP Advisors, Inc | 0.01% | Reduce -0.3% | 7,528 | $313K |
| Navis Wealth Advisors, LLC | 0.26% | No change | 7,500 | $312K |
| Balefire, LLC | 0.07% | New | 7,465 | $310K |
| Ascent Group, LLC | 0.01% | Reduce -1.0% | 7,440 | $309K |
| Midwest Trust Co | 0.00% | — | 7,402 | $308K |
| Stonebridge Financial Planning Group, LLC | 0.13% | Add +15.7% | 7,375 | $307K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.1% | 7,337 | $305K |
| Cumberland Partners Ltd | 0.02% | Add +32.9% | 7,305 | $304K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.5% | 7,299 | $304K |
| Stableford Capital II LLC | 0.11% | Add +0.7% | 7,294 | $304K |
| Synovus Financial Corp. | 0.00% | Add +39.3% | 7,288 | $303K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -6.3% | 7,270 | $302K |
| Gotham Asset Management | 0.00% | Reduce -0.7% | 7,224 | $300K |
| WealthShield Partners, LLC | 0.04% | Reduce -2.1% | 7,176 | $298K |
| Richmond Investment Services, LLC | 0.06% | New | 7,082 | $295K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +41.5% | 6,938 | $289K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,931 | $288K |
| Capital CS Group, LLC | 0.47% | Reduce -5.7% | 6,852 | $285K |
| Strategic Blueprint, LLC | 0.01% | Reduce -4.0% | 6,815 | $283K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -13.3% | 6,746 | $281K |
| Westbourne Investments, Inc. | 0.15% | New | 6,568 | $273K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.02% | Reduce -20.0% | 6,497 | $270K |
| Creative Financial Designs Inc. | 0.02% | Add +79.5% | 6,485 | $270K |
| Mirador Capital Partners LP | 0.04% | Add +0.8% | 6,364 | $265K |
| LifeGoal Investments, LLC | 0.25% | Reduce -16.8% | 6,328 | $263K |
| Outlook Wealth Advisors, LLC | 0.07% | Add +4.4% | 6,298 | $262K |
| John W. Brooker & Co., CPAs | 0.61% | New | 6,266 | $260K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -23.5% | 6,229 | $259K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -1.0% | 6,163 | $256K |
| Sterling Investment Counsel, LLC | 0.15% | New | 6,155 | $256K |
| Jones Financial Companies LLLP | 0.00% | Add +0.1% | 6,104 | $254K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -49.0% | 6,088 | $253K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 6,011 | $250K |
| Gateway Wealth Partners, LLC | 0.05% | New | 5,999 | $249K |
| RFG Holdings, Inc. | 0.07% | No change | 5,996 | $249K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -0.7% | 5,948 | $247K |
| Axis Wealth Partners, LLC | 0.16% | Reduce -3.8% | 5,940 | $247K |
| Semmax Financial Advisors Inc. | 0.06% | Reduce -97.1% | 5,941 | $246K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Add +1.0% | 5,867 | $244K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 5,846 | $243K |
| Gradient Investments LLC | 0.00% | Add +0.1% | 5,780 | $240K |
| Iams Wealth Management, LLC | 0.11% | Add +13.2% | 5,669 | $236K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -5.1% | 5,648 | $235K |
| Harvest Investment Services, LLC | 0.05% | Add +7.2% | 5,643 | $235K |
| Melone Private Wealth, LLC | 0.12% | Add +1.8% | 5,639 | $234K |
| Pinion Investment Advisors, LLC | 0.08% | Reduce -24.8% | 5,453 | $227K |
| Endowment Wealth Management, Inc. | 0.12% | Reduce -2.8% | 5,411 | $225K |
| Hobbs Group Advisors, LLC | 0.08% | Add +0.1% | 5,371 | $223K |
| Ethos Financial Group, LLC | 0.02% | New | 5,370 | $223K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.9% | 5,323 | $221K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -4.1% | 5,312 | $221K |
| Kathmere Capital Management, LLC | 0.02% | No change | 5,280 | $220K |
| MJT & Associates Financial Advisory Group, Inc. | 0.26% | No change | 5,033 | $209K |
| James Investment Research, Inc. | 0.02% | No change | 4,950 | $206K |
| Liberty Capital Management, Inc. | 0.04% | New | 4,947 | $206K |
| GeoWealth Management, LLC | 0.01% | Reduce -22.7% | 4,922 | $205K |
| Ashton Thomas Securities, LLC | 0.05% | Reduce -31.7% | 4,914 | $204K |
| RVW Wealth, LLC | 0.02% | New | 4,901 | $204K |
| Elios Financial Group Inc. | 0.09% | New | 4,882 | $203K |
| Quantinno Capital Management LP | 0.00% | New | 4,833 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,763 | $197K |
| Glen Eagle Advisors, LLC | 0.03% | Add +3.6% | 4,710 | $196K |
| Smartleaf Asset Management LLC | 0.02% | Add +351.0% | 4,560 | $190K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 4,317 | $180K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -56.5% | 3,340 | $139K |
| Spire Wealth Management | 0.00% | Add +8.1% | 2,952 | $123K |
| YANKCOM Partnership | 0.06% | No change | 2,936 | $122K |
| Hollencrest Capital Management | 0.00% | Add +12.7% | 2,540 | $106K |
| MCF Advisors LLC | 0.01% | Reduce -13.2% | 2,239 | $93K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,212 | $92K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 2,105 | $88K |
| Scarborough Advisors, LLC | 0.02% | New | 1,936 | $81K |
| Richard W. Paul & Associates, LLC | 0.03% | Add +0.2% | 1,908 | $79K |
| Webster Bank, N. A. | 0.01% | No change | 1,785 | $74K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,656 | $69K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 1,591 | $66K |
| Eastern Bank | 0.00% | Reduce -27.4% | 1,565 | $65K |
| Colonial Trust Co / SC | 0.01% | No change | 1,500 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,459 | $61K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.9% | 1,366 | $56K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.0% | 1,198 | $50K |
| Transce3nd, LLC | 0.02% | Add +19.8% | 1,091 | $45K |
| Ancora Advisors LLC | 0.00% | New | 1,082 | $45K |
| Community Bank, N.A. | 0.01% | No change | 955 | $40K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 933 | $39K |
| Paladin Advisory Group, LLC | 0.03% | Reduce -78.0% | 925 | $38K |
| PFS Partners, LLC | 0.02% | No change | 874 | $36K |
| Ridgewood Investments LLC | 0.01% | No change | 800 | $33K |
| MeadowBrook Investment Advisors LLC | 0.03% | New | 795 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1.0% | 794 | $33K |
| Rakuten Securities, Inc. | 0.01% | Reduce -47.5% | 752 | $31K |
| CoreCap Advisors, LLC | 0.00% | Add +81.5% | 744 | $31K |
| Hemington Wealth Management | 0.00% | No change | 719 | $29K |
| Clearstead Advisors, LLC | 0.00% | Add +19.2% | 627 | $26K |
| MAI Capital Management | 0.00% | No change | 619 | $26K |
| Rossby Financial, LCC | 0.01% | No change | 581 | $24K |
| GoalVest Advisory LLC | 0.01% | New | 516 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | New | 440 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 336 | $14K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 327 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 274 | $11K |
| Hughes Financial Services, LLC | 0.00% | Reduce -61.4% | 240 | $10K |
| Aspect Partners, LLC | 0.00% | New | 214 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 214 | $9K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -42.9% | 208 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 207 | $9K |
| City Holding Co. | 0.00% | Reduce -71.7% | 200 | $8K |
| Zions Bancorporation, National Association | 0.00% | No change | 164 | $7K |
| Morling Financial Advisors, LLC | 0.00% | New | 162 | $7K |
| Arax Advisory Partners | 0.00% | Reduce -87.9% | 146 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 140 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 143 | $6K |
| Clear Investment Research, LLC | 0.01% | No change | 137 | $6K |
| Blue Trust, Inc. | 0.00% | New | 128 | $5K |
| Tidemark, LLC | 0.00% | No change | 127 | $5K |
| Harbor Asset Planning, Inc. | 0.01% | — | 126 | $5K |
| Safe Harbor Fiduciary, LLC | 0.00% | Add +3.3% | 124 | $5K |
| Astor Investment Management LLC | 0.00% | Reduce -99.7% | 120 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -85.2% | 114 | $5K |
| US Bancorp \de | 0.00% | Reduce -50.5% | 105 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 101 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -27.3% | 101 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.5% | 100 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -97.6% | 94 | $4K |
| AlphaCore Capital LLC | 0.00% | New | 80 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 76 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 75 | $3K |
| Brooklyn Investment Group | 0.00% | New | 72 | $3K |
| Quaker Wealth Management, LLC | 0.00% | — | 55 | $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 |
| Sound Income Strategies, LLC | 0.00% | Reduce -76.3% | 44 | $2K |
| Signaturefd, LLC | 0.00% | No change | 24 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 44 | $1K |
| Evolution Wealth Management Inc. | 0.00% | — | 22 | $915 |
| Park Square Financial Group, LLC | 0.00% | New | 13 | $541 |
| Financial Gravity Companies, Inc. | 0.00% | — | 10 | $416 |
| WPG Advisers, LLC | 0.00% | No change | 5 | $208 |
| Addison Advisors LLC | 0.00% | No change | 3 | $125 |
| Trust Co. of Vermont | 0.00% | No change | 2 | $83 |
| Covestor Ltd | 0.00% | No change | 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.