SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q3 2025 (September 30)500holders −23
33new positions
44sold out
3famous investors
$41.57avg. 13F price*
At the end of Q3 2025, 500 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 23 from Q2 2025. 33 opened new positions and 44 sold out. The largest holders were Healthcare of Ontario Pension Plan Trust Fund ($445.6M), Bank of America Corp. ($444.9M) and Morgan Stanley ($434.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS Blackstone Sr Loan ETF
- Filed as
- SSGA ACTIVE ETF TR (Q3 2025)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $83.1M |
| Exits | 44 | $61.8M |
All 13F filers, Q2 2025 → Q3 2025: 12,076,137 shares bought and 18,334,076 shares sold, net −6,257,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| Healthcare of Ontario Pension Plan Trust Fund | 0.83% | Add +75.7% | 10,717,441 | $445.6M |
| Bank of America Corp. | 0.03% | Reduce -19.4% | 10,699,471 | $444.9M |
| Morgan Stanley | 0.03% | Reduce -9.8% | 10,458,341 | $434.9M |
| Corebridge Financial, Inc. | 21.45% | No change | 9,585,037 | $398.5M |
| Arizona PSPRS Trust | 11.65% | Add +1.9% | 8,149,736 | $338.9M |
| State of Tennessee, Department of Treasury | 0.91% | Add +2.4% | 6,600,978 | $274.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -14.5% | 6,071,207 | $252.4M |
| LPL Financial LLC | 0.04% | Add +3.0% | 3,682,884 | $153.1M |
| State Street Corp. | 0.00% | Add +1.6% | 3,275,789 | $136.2M |
| Neuberger Berman Group LLC | 0.09% | Reduce -7.5% | 3,101,478 | $129.0M |
| UBS Group AG | 0.02% | Add +85.3% | 2,806,257 | $116.7M |
| Ensign Peak Advisors, Inc | 0.17% | Reduce -36.2% | 2,554,674 | $106.2M |
| Royal Bank of Canada | 0.02% | Add +2.8% | 2,526,464 | $105.0M |
| Wells Fargo & Company | 0.02% | Add +6.4% | 2,203,591 | $91.6M |
| Advisory Alpha, LLC | 2.06% | Add +7.2% | 1,785,037 | $73.8M |
| Symetra Investment Management Co | 14.29% | No change | 1,564,215 | $65.0M |
| Renaissance Technologies | 0.08% | Reduce -4.2% | 1,464,379 | $60.9M |
| Aristotle Pacific Capital, LLC | 28.41% | Add +21.3% | 1,403,453 | $58.4M |
| Horizon Investments, LLC | 0.62% | Reduce -3.9% | 1,150,656 | $47.2M |
| 1832 Asset Management L.P. | 0.08% | Add +0.7% | 1,085,981 | $45.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.4% | 1,016,001 | $42.2M |
| Wellington Management Group LLP | 0.01% | No change | 936,750 | $39.0M |
| BlackRock, Inc. | 0.00% | Reduce -52.8% | 924,154 | $38.4M |
| HighTower Advisors, LLC | 0.04% | Add +15.9% | 866,124 | $36.0M |
| CNO Financial Group, Inc. | 23.80% | No change | 862,000 | $35.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.0% | 854,786 | $35.5M |
| Calamos Advisors LLC | 0.20% | No change | 812,805 | $33.8M |
| Osborne Partners Capital Management, LLC | 1.63% | Add +4.3% | 770,616 | $32.0M |
| Conning Inc. | 0.93% | Reduce -10.1% | 641,275 | $26.7M |
| Ninety One UK Ltd | 0.06% | Add +44.4% | 623,265 | $25.9M |
| Donoghue Forlines LLC | 7.97% | Reduce -20.4% | 622,379 | $25.9M |
| Guggenheim Capital LLC | 0.19% | Add +0.8% | 618,615 | $25.7M |
| Liberty Mutual Group Asset Management Inc. | 7.95% | New | 601,107 | $25.0M |
| Lord, Abbett & Co. LLC | 0.08% | Add +0.3% | 597,649 | $24.9M |
| Creative Planning | 0.02% | Reduce -4.4% | 569,011 | $23.7M |
| Blackstone Inc. | 0.10% | Add +12.8% | 555,591 | $23.1M |
| Stifel Financial Corp. | 0.02% | Reduce -5.0% | 532,252 | $22.1M |
| Osaic Holdings, Inc. | 0.03% | Add +24.5% | 509,876 | $21.2M |
| Federated Hermes, Inc. | 0.04% | No change | 493,150 | $20.5M |
| Deutsche Bank AG | 0.01% | Reduce -59.4% | 483,941 | $20.1M |
| Coppell Advisory Solutions LLC | 2.11% | Add +13.1% | 478,364 | $19.9M |
| Thrivent Financial for Lutherans | 0.04% | Add +270.7% | 459,880 | $19.1M |
| L & S Advisors Inc | 1.88% | Add +3.1% | 423,726 | $17.6M |
| Cetera Investment Advisers | 0.02% | Add +4.3% | 388,246 | $16.1M |
| Catalyst Capital Advisors LLC | 0.31% | No change | 374,591 | $15.6M |
| Prevail Innovative Wealth Advisors, LLC | 2.93% | Add +11.7% | 362,529 | $15.1M |
| First Foundation Advisors | 0.55% | Reduce -10.6% | 360,804 | $15.0M |
| ZEGA Investments, LLC | 3.41% | Add +1.6% | 357,232 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +17.1% | 354,597 | $14.7M |
| Country Trust Bank | 0.30% | Add +1.4% | 335,075 | $13.9M |
| HRT Financial LP | 0.05% | New | 324,150 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +31.4% | 320,354 | $13.3M |
| Assetmark, Inc. | 0.03% | Add +3.9% | 312,103 | $13.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +64.5% | 295,326 | $12.3M |
| Secure Asset Management, LLC | 2.02% | Add +14.9% | 296,752 | $12.3M |
| Fortem Financial Group, LLC | 3.36% | Add +8.9% | 281,513 | $11.7M |
| Stablepoint Partners, LLC | 1.85% | Add +7.3% | 279,787 | $11.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +4.8% | 279,544 | $11.6M |
| Motley Fool Wealth Management, LLC | 0.79% | New | 279,079 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -4.0% | 263,385 | $11.0M |
| Goldstone Financial Group, LLC | 1.29% | Add +6.4% | 262,437 | $10.9M |
| Destiny Wealth Partners, LLC | 1.31% | Add +14.2% | 257,145 | $10.7M |
| Sanctuary Advisors, LLC | 0.06% | Add +4.4% | 233,922 | $9.7M |
| Pathstone Holdings, LLC | 0.04% | Add +37.4% | 227,631 | $9.5M |
| Matthew Goff Investment Advisor, LLC | 1.60% | Reduce -0.9% | 225,397 | $9.4M |
| Shilanski & Associates, Inc. | 2.48% | Add +6.8% | 223,982 | $9.3M |
| Fragasso Financial Advisors Inc | 0.57% | Add +7.2% | 221,443 | $9.2M |
| Refined Wealth Management | 5.85% | Add +4.0% | 219,125 | $9.1M |
| Merit Financial Group, LLC | 0.08% | Reduce -2.2% | 218,910 | $9.1M |
| MRA Advisory Group | 3.92% | Add +8.7% | 216,209 | $9.0M |
| Integrated Wealth Concepts LLC | 0.08% | Add +0.3% | 213,473 | $8.9M |
| KMG Fiduciary Partners, LLC | 0.59% | Add +6.4% | 211,684 | $8.8M |
| Asset Allocation & Management Company, LLC | 3.68% | Add +117.2% | 207,804 | $8.6M |
| Horizon Financial Services, LLC | 4.11% | Add +6.5% | 207,141 | $8.6M |
| Logan Stone Capital, LLC | 3.88% | Add +27.7% | 205,275 | $8.5M |
| Hilltop Partners LLC | 2.55% | Add +3.8% | 204,945 | $8.5M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -50.0% | 200,000 | $8.3M |
| Scotia Capital Inc. | 0.03% | Add +0.9% | 195,532 | $8.1M |
| Moulton Wealth Management, Inc. | 5.80% | Reduce -12.4% | 191,910 | $8.0M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.2% | 182,349 | $7.6M |
| Prelude Capital Management, LLC | 0.59% | New | 180,227 | $7.5M |
| Fortis Capital Management LLC | 1.05% | Reduce -1.2% | 179,893 | $7.5M |
| NewSquare Capital LLC | 0.50% | Add +7.5% | 177,905 | $7.4M |
| Drive Wealth Management, LLC | 1.53% | Reduce -26.0% | 173,203 | $7.2M |
| Live Oak Investment Partners | 4.64% | Add +15.8% | 168,361 | $7.0M |
| Hennion & Walsh Asset Management, Inc. | 0.25% | Reduce -21.9% | 166,417 | $6.9M |
| O'Connor Financial Group LLC | 2.89% | Add +2.3% | 165,837 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.5% | 165,442 | $6.8M |
| Austin Private Wealth, LLC | 0.52% | Add +9.2% | 163,024 | $6.8M |
| 1607 Capital Partners, LLC | 0.51% | Add +24.2% | 162,658 | $6.8M |
| Palogic Value Management, L.P. | 2.90% | Add +9.8% | 162,486 | $6.8M |
| Independent Financial Group, LLC | 0.16% | Add +10.7% | 161,048 | $6.7M |
| Beta Wealth Group, Inc. | 2.63% | Add +31.0% | 160,272 | $6.7M |
| Luken Investment Analytics, LLC | 2.59% | Add +2.6% | 159,516 | $6.6M |
| CreativeOne Wealth, LLC | 0.16% | Add +6.4% | 159,403 | $6.6M |
| Wedbush Securities Inc. | 0.21% | Add +5.0% | 155,449 | $6.5M |
| Summit Global Investments | 0.37% | Add +3.0% | 151,619 | $6.3M |
| Rainey & Randall Wealth Advisors Inc. | 1.04% | Add +9.7% | 149,547 | $6.2M |
| Twelve Points Wealth Management LLC | 1.53% | Add +15.3% | 147,907 | $6.1M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -4.3% | 146,352 | $6.1M |
| Advisory Services Network, LLC | 0.09% | Add +467.4% | 142,087 | $5.9M |
| Mirabella Financial Services LLP | 0.51% | New | 139,807 | $5.8M |
| Simplicity Wealth,LLC | 0.34% | Add +11.3% | 139,457 | $5.8M |
| Little Harbor Advisors, LLC | 2.88% | Reduce -3.2% | 138,861 | $5.8M |
| Cwm, LLC | 0.02% | Add +27.0% | 138,502 | $5.8M |
| Sage Advisory Services, Ltd.Co. | 2.99% | Add +4.8% | 136,910 | $5.7M |
| Equitable Holdings, Inc. | 0.04% | Add +4.5% | 136,599 | $5.7M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -5.8% | 136,168 | $5.7M |
| Canal Capital Management, LLC | 0.84% | Add +0.8% | 134,587 | $5.6M |
| Cynosure Group, LLC | 0.58% | Add +8.7% | 129,326 | $5.4M |
| Petix & Botte Co | 1.23% | Reduce -4.3% | 128,432 | $5.3M |
| Curtis Advisory Group, LLC | 1.20% | Add +2.1% | 127,200 | $5.3M |
| Windsor Capital Management, LLC | 1.44% | Add +1.1% | 125,164 | $5.2M |
| Aspire Private Capital, LLC | 1.12% | Add +4.1% | 123,082 | $5.1M |
| Nuveen, LLC | 0.00% | No change | 120,000 | $5.0M |
| Bramshill Investments, LLC | 0.34% | Add +227.8% | 118,000 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +7.3% | 113,894 | $4.7M |
| Waverly Advisors, LLC | 0.05% | Add +0.0% | 111,711 | $4.6M |
| Global Retirement Partners, LLC | 0.10% | Add +7.8% | 111,515 | $4.6M |
| Cerity Partners LLC | 0.01% | Add +1.7% | 110,303 | $4.6M |
| Partners Capital Investment Group, LLP | 0.18% | Reduce -18.1% | 109,234 | $4.5M |
| Ocean Park Asset Management, LLC | 0.18% | Reduce -98.0% | 105,717 | $4.4M |
| Plan Group Financial, LLC | 1.15% | Add +67.1% | 103,169 | $4.3M |
| Trivium Point Advisory, LLC | 0.42% | Add +8.3% | 98,024 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.8% | 97,821 | $4.1M |
| Calton & Associates, Inc. | 0.60% | Reduce -0.9% | 96,564 | $4.0M |
| Bank of Montreal | 0.00% | Add +3.6% | 95,546 | $4.0M |
| Edgestream Partners, L.P. | 0.11% | Add +215.5% | 91,466 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +4.3% | 91,329 | $3.8M |
| Prospera Financial Services Inc | 0.06% | Reduce -2.6% | 90,696 | $3.8M |
| S. R. Schill & Associates | 2.55% | Add +5.0% | 87,469 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +172.8% | 87,424 | $3.6M |
| Alteri Wealth LLC | 1.24% | Add +8.7% | 87,108 | $3.6M |
| City National Bank of Florida | 2.39% | Add +63.0% | 86,913 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -85.8% | 85,244 | $3.5M |
| Adell Harriman & Carpenter Inc. | 0.21% | Reduce -4.5% | 84,968 | $3.5M |
| Hofer & Associates. Inc | 2.00% | Reduce -0.3% | 84,069 | $3.5M |
| Park Avenue Securities LLC | 0.03% | Add +3.3% | 82,767 | $3.4M |
| Transcendent Capital Group LLC | 1.53% | Add +0.1% | 82,250 | $3.4M |
| Wealth Management Associates, Inc. | 1.19% | Add +6.5% | 80,760 | $3.4M |
| WESPAC Advisors SoCal, LLC | 0.68% | Add +2.5% | 80,561 | $3.3M |
| ARS Wealth Advisors Group, LLC | 0.32% | Reduce -1.0% | 77,646 | $3.2M |
| Baker Avenue Asset Management, LP | 0.08% | Add +9.4% | 77,026 | $3.2M |
| Soltis Investment Advisors LLC | 0.22% | New | 75,965 | $3.2M |
| Franklin Resources Inc. | 0.00% | New | 74,935 | $3.1M |
| Valtinson Bruner Financial Planning LLC | 0.91% | Add +681.1% | 74,245 | $3.1M |
| Clear Creek Financial Management, LLC | 0.27% | Add +64.4% | 73,979 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -5.0% | 73,204 | $3.0M |
| Fortress Wealth Management, Inc. | 1.35% | Add +13.4% | 72,833 | $3.0M |
| Romano Brothers and Company | 0.34% | Add +0.7% | 72,190 | $3.0M |
| Nilsine Partners, LLC | 0.27% | Add +5.0% | 71,932 | $3.0M |
| Aspetuck Financial Management LLC | 2.02% | Add +4.3% | 70,997 | $3.0M |
| OmniStar Financial Group, Inc. | 1.79% | Add +2.4% | 70,962 | $3.0M |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 69,703 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +7.0% | 68,318 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.7% | 67,748 | $2.8M |
| National Philanthropic Trust | 0.03% | No change | 67,629 | $2.8M |
| Summit Financial, LLC | 0.04% | Add +5.6% | 66,789 | $2.8M |
| Integrated Advisors Network LLC | 0.11% | Reduce -4.3% | 65,437 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -26.8% | 65,256 | $2.7M |
| Cadent Capital Advisors, LLC | 0.70% | Add +9.6% | 63,696 | $2.6M |
| Albion Financial Group | 0.16% | Add +1.8% | 63,541 | $2.6M |
| RPg Family Wealth Advisory, LLC | 0.57% | Add +5.4% | 62,462 | $2.6M |
| Perissos Private Wealth Management, LLC | 1.87% | Add +0.4% | 61,928 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +7.9% | 61,203 | $2.5M |
| MAI Capital Management | 0.02% | Add +9673.7% | 60,499 | $2.5M |
| Concord Wealth Partners | 0.35% | Reduce -5.2% | 60,449 | $2.5M |
| Bain Capital Credit, LP | 0.79% | Reduce -54.4% | 60,136 | $2.5M |
| Brendel Financial Advisors LLC | 1.28% | Reduce -6.0% | 60,045 | $2.5M |
| Stephens Inc. | 0.03% | Add +9.0% | 59,715 | $2.5M |
| CENTRAL TRUST Co | 0.05% | Reduce -9.8% | 58,024 | $2.4M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -43.8% | 57,901 | $2.4M |
| Maridea Wealth Management LLC | 0.36% | New | 56,492 | $2.3M |
| International Assets Investment Management, LLC | 0.19% | No change | 56,366 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +4.5% | 55,796 | $2.3M |
| Insigneo Advisory Services, LLC | 0.16% | Add +8.2% | 55,555 | $2.3M |
| Loomis Sayles & Co. L P | 0.00% | No change | 54,115 | $2.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +66.3% | 53,197 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.3% | 52,297 | $2.2M |
| Lanark Financial, Inc. | 0.17% | Reduce -4.6% | 51,417 | $2.1M |
| Landmark Wealth Management, Inc. | 0.83% | Add +4.3% | 51,350 | $2.1M |
| Compass Financial Group, Inc. | 0.96% | Reduce -1.2% | 51,259 | $2.1M |
| Dumont & Blake Investment Advisors LLC | 0.52% | Add +7.8% | 51,139 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +3.7% | 50,324 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | No change | 50,000 | $2.1M |
| Verus Capital Partners, LLC | 0.16% | Reduce -8.4% | 49,552 | $2.1M |
| Raleigh Capital Management Inc. | 0.77% | Add +8.8% | 48,903 | $2.0M |
| J.Safra Asset Management Corp | 0.12% | Add +100.4% | 48,758 | $2.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.2% | 47,921 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.2% | 47,594 | $2.0M |
| Principal Securities, Inc. | 0.03% | Add +6.6% | 47,502 | $2.0M |
| Friedenthal Financial | 1.01% | Add +7.8% | 47,183 | $2.0M |
| Heritage Wealth Management, Inc. | 1.31% | Add +5.0% | 45,999 | $1.9M |
| American Beacon Advisors, Inc. | 32.12% | Reduce -62.1% | 45,799 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +78.5% | 44,980 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.6% | 44,642 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.13% | Add +322.4% | 44,508 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 44,508 | $1.9M |
| Sagace Wealth Management LLC | 1.25% | Reduce -69.7% | 44,204 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.9% | 43,242 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | Add +28.3% | 42,985 | $1.8M |
| AEGON USA Investment Management, LLC | 1.54% | Add +44.4% | 42,300 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -1.3% | 42,213 | $1.8M |
| Nottingham Advisors, Inc. | 0.24% | Add +1.4% | 42,192 | $1.8M |
| Investors Research Corp | 0.32% | Reduce -0.1% | 42,165 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -26.1% | 42,042 | $1.7M |
| World Investment Advisors | 0.03% | Add +11.2% | 40,699 | $1.7M |
| Engineers Gate Manager LP | 0.02% | New | 40,351 | $1.7M |
| Impact Partnership Wealth, LLC | 0.25% | Add +125.3% | 40,231 | $1.7M |
| North Forty Two & Co. | 1.63% | Reduce -3.0% | 40,156 | $1.7M |
| Nordwand Advisors, LLC | 0.26% | Add +127.5% | 39,907 | $1.7M |
| Webster Bank, N. A. | 0.16% | Add +2100.2% | 39,273 | $1.6M |
| Black Diamond Financial, LLC | 0.18% | No change | 38,779 | $1.6M |
| AXS Investments LLC | 0.50% | Reduce -25.5% | 38,011 | $1.6M |
| Joel Isaacson & Co., LLC | 0.06% | Reduce -3.4% | 36,812 | $1.5M |
| AlTi Global, Inc. | 0.04% | No change | 36,513 | $1.5M |
| Great Waters Wealth Management | 0.18% | Add +1.3% | 36,426 | $1.5M |
| Hibernia Wealth Partners, LLC | 0.96% | Reduce -47.2% | 36,082 | $1.5M |
| Sovran Advisors, LLC | 0.13% | New | 35,445 | $1.5M |
| Comerica Bank | 0.01% | Add +11.5% | 35,174 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +15.0% | 35,119 | $1.5M |
| Signal Advisors Wealth, LLC | 0.13% | Reduce -37.0% | 34,919 | $1.5M |
| Ascentis Independent Advisors | 0.24% | Reduce -15.6% | 34,637 | $1.4M |
| Exchange Traded Concepts, LLC | 0.01% | Add +6.2% | 34,617 | $1.4M |
| Capstone Wealth Management Group LLC | 0.91% | No change | 34,215 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -4.9% | 33,764 | $1.4M |
| &partners | 0.01% | Add +13.4% | 32,303 | $1.4M |
| Courier Capital LLC | 0.08% | Reduce -0.8% | 33,221 | $1.4M |
| Csenge Advisory Group | 0.07% | Reduce -30.0% | 32,925 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +101.2% | 32,439 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +0.9% | 32,095 | $1.3M |
| Patton Albertson Miller Group, LLC | 0.16% | Reduce -2.3% | 31,506 | $1.3M |
| TradeWell Securities, LLC. | 0.55% | Add +26.6% | 31,621 | $1.3M |
| Tactive Advisors, LLC | 0.36% | Reduce -7.7% | 30,948 | $1.3M |
| City Center Advisors, LLC | 1.22% | Add +16.9% | 30,257 | $1.3M |
| Shum Financial Group, Inc. | 0.92% | — | 29,643 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -0.2% | 29,604 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Add +34.5% | 28,746 | $1.2M |
| CX Institutional | 0.04% | New | 28,209 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +12.0% | 27,465 | $1.1M |
| Opulen Financial Group LLC | 0.85% | Reduce -2.5% | 26,973 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +22.5% | 26,869 | $1.1M |
| Readystate Asset Management LP | 0.11% | New | 26,639 | $1.1M |
| McAdam, LLC | 0.05% | Add +10.2% | 26,152 | $1.1M |
| Naples Global Advisors, LLC | 0.08% | Reduce -1.4% | 25,950 | $1.1M |
| Sachetta, LLC | 0.39% | Reduce -1.3% | 24,871 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -0.8% | 24,774 | $1.0M |
| Millennium Management | 0.00% | New | 24,732 | $1.0M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -7.4% | 24,520 | $1.0M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -95.5% | 24,103 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +247.1% | 24,057 | $1.0M |
| Parsons Capital Management Inc. | 0.06% | Reduce -11.0% | 23,620 | $982K |
| Legacy Edge Advisors, LLC | 0.11% | Add +15.0% | 23,205 | $965K |
| Two Sigma Securities, LLC | 0.14% | Add +154.5% | 22,579 | $939K |
| BOS Asset Management, LLC | 0.26% | Add +37.6% | 22,029 | $916K |
| Richardson Financial Services Inc. | 0.57% | Add +1.0% | 21,998 | $915K |
| Pallas Capital Advisors LLC | 0.03% | Add +112.7% | 21,801 | $906K |
| Ninety One North America, Inc. | 0.04% | Add +36.0% | 21,718 | $903K |
| Flagstar Securities, Inc. | 0.28% | Reduce -17.4% | 21,678 | $901K |
| Darwin Wealth Management, LLC | 0.28% | Add +0.1% | 21,299 | $886K |
| Optima Capital LLC | 0.42% | Add +2.7% | 20,843 | $867K |
| First City Capital Management, Inc. | 0.47% | No change | 20,835 | $866K |
| RFG Advisory, LLC | 0.02% | Add +1.6% | 20,724 | $862K |
| J Hagan Capital, Inc. | 0.51% | Add +9.3% | 20,373 | $847K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -4.6% | 20,269 | $843K |
| Concord Asset Management, LLC | 0.15% | Reduce -68.8% | 19,916 | $828K |
| Transamerica Financial Advisors, LLC | 0.07% | Reduce -5.1% | 19,862 | $826K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +3.7% | 19,741 | $821K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.7% | 18,991 | $790K |
| Betterment LLC | 0.00% | Add +8.1% | 18,923 | $787K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -13.7% | 18,446 | $767K |
| Novus Advisors, LLC | 1.68% | Add +6.1% | 17,649 | $734K |
| Matrix Trust Co | 0.11% | Reduce -3.9% | 17,615 | $732K |
| Madison Wealth Partners, Inc | 0.14% | Add +0.9% | 17,409 | $724K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -18.3% | 17,279 | $718K |
| Heritage Trust Co | 0.08% | No change | 17,164 | $714K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.0% | 16,902 | $703K |
| Smartleaf Asset Management LLC | 0.04% | Add +264.3% | 16,612 | $691K |
| NTV Asset Management LLC | 0.08% | No change | 16,600 | $690K |
| SBI Securities Co., Ltd. | 0.02% | Add +3.2% | 16,530 | $687K |
| Hillsdale Investment Management Inc. | 0.02% | Add +12.0% | 16,190 | $673K |
| Medallion Wealth Advisors, LLC | 0.24% | Add +1.3% | 16,140 | $671K |
| Advisors Asset Management, Inc. | 0.01% | Add +39.7% | 15,984 | $665K |
| Invesco Ltd. | 0.00% | Reduce -1.7% | 15,906 | $661K |
| Quantum Portfolio Management LLC | 0.20% | Reduce -6.5% | 15,800 | $657K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +6.0% | 15,800 | $657K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.5% | 15,743 | $655K |
| Cornerstone Advisory, LLC | 0.06% | Reduce -5.7% | 15,267 | $635K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 15,228 | $633K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.4% | 15,018 | $624K |
| 21 West Wealth Management LLC | 0.59% | Add +1.3% | 14,984 | $623K |
| Moors & Cabot, Inc. | 0.03% | Add +57.1% | 14,901 | $620K |
| Wagner Wealth Management, LLC | 0.14% | Add +1.9% | 14,799 | $615K |
| Greenwich Wealth Management LLC | 0.03% | Add +0.3% | 14,780 | $615K |
| Strategic Blueprint, LLC | 0.03% | Add +113.9% | 14,575 | $606K |
| Legacy Capital Group California, Inc. | 0.15% | Reduce -0.1% | 14,361 | $597K |
| Diversify Advisory Services, LLC | 0.02% | New | 14,417 | $595K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -29.8% | 14,278 | $594K |
| Quartz Partners, LLC | 0.21% | Reduce -81.0% | 14,252 | $593K |
| FSB Premier Wealth Management, Inc. | 0.19% | Reduce -1.6% | 13,926 | $579K |
| Adams Wealth Management | 0.12% | Reduce -6.1% | 13,910 | $578K |
| CacheTech Inc. | 0.12% | Reduce -6.1% | 13,910 | $578K |
| Shepherd Financial Partners LLC | 0.05% | Add +0.2% | 13,816 | $574K |
| Arete Wealth Advisors, LLC | 0.04% | Add +42.4% | 13,831 | $574K |
| Samalin Investment Counsel, LLC | 0.20% | Add +1.7% | 13,796 | $574K |
| Brookwood Investment Group LLC | 0.07% | Add +63.6% | 13,751 | $572K |
| Primoris Wealth Advisors, LLC | 0.36% | Reduce -3.5% | 13,599 | $565K |
| ELCO Management Co., LLC | 0.29% | Reduce -2.9% | 13,300 | $553K |
| Dimension Capital Management LLC | 0.08% | Add +1.5% | 13,213 | $549K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +9.4% | 13,141 | $546K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -0.0% | 12,654 | $526K |
| ShoreHaven Wealth Partners, LLC | 0.19% | Reduce -1.1% | 12,489 | $519K |
| International Private Wealth Advisors LLC | 0.32% | Add +19.7% | 12,309 | $512K |
| Garden State Investment Advisory Services LLC | 0.13% | Add +33.2% | 12,303 | $512K |
| Ridgeline Wealth Planning, LLC | 0.38% | Add +7.4% | 12,245 | $509K |
| Peddock Capital Advisors, LLC | 0.11% | Add +16.3% | 12,219 | $508K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.49% | Add +0.9% | 12,028 | $500K |
| SageView Advisory Group, LLC | 0.02% | Add +3.0% | 11,342 | $472K |
| Focus Partners Wealth | 0.00% | Reduce -8.0% | 11,282 | $469K |
| Fortis Group Advisors, LLC | 0.08% | Add +4.5% | 11,244 | $467K |
| Patten Group, Inc. | 0.09% | Add +2.7% | 11,119 | $462K |
| Balboa Wealth Partners | 0.08% | Add +2.4% | 11,112 | $462K |
| GE Investment Management Corp. | 0.18% | No change | 11,037 | $459K |
| Commerce Bank | 0.00% | Reduce -0.5% | 11,003 | $458K |
| Creative Financial Designs Inc. | 0.03% | Add +68.9% | 10,955 | $456K |
| PFG Investments, LLC | 0.02% | Reduce -4.6% | 10,829 | $450K |
| Oregon Pacific Wealth Management, LLC | 0.39% | Reduce -72.2% | 10,731 | $446K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 10,695 | $445K |
| American Trust | 0.04% | Add +1.3% | 10,542 | $438K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | Add +60.4% | 10,418 | $433K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +83.0% | 10,333 | $430K |
| Bay Capital Advisors, LLC | 0.28% | Reduce -64.1% | 10,285 | $428K |
| Florin Court Capital LLP | 0.33% | No change | 10,200 | $424K |
| Ascent Group, LLC | 0.01% | Add +32.6% | 9,864 | $410K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 9,850 | $410K |
| Aletheian Wealth Advisors LLC | 0.19% | Add +2.0% | 9,812 | $408K |
| L.M. Kohn & Company | 0.49% | Add +0.1% | 9,777 | $407K |
| Main Street Financial Solutions, LLC | 0.03% | Add +14.3% | 9,716 | $404K |
| Darden Wealth Group Inc | 0.21% | Reduce -5.4% | 9,650 | $401K |
| Diversify Wealth Management, LLC | 0.02% | Add +10.4% | 9,668 | $399K |
| Perennial Investment Advisors, LLC | 0.03% | Add +1.2% | 9,441 | $393K |
| Lockerman Financial Group, Inc. | 0.49% | Add +0.3% | 9,418 | $392K |
| Accel Wealth Management | 0.11% | Add +1.5% | 9,367 | $389K |
| Bank of Marin | 0.27% | Reduce -0.8% | 9,171 | $381K |
| Planned Solutions, Inc. | 0.13% | Add +2.8% | 9,131 | $380K |
| Huntleigh Advisors, Inc. | 0.06% | Add +9.8% | 9,128 | $380K |
| Allworth Financial LP | 0.00% | Reduce -8.9% | 9,096 | $378K |
| Investment Planning Advisors, Inc. | 0.12% | Reduce -6.2% | 9,033 | $376K |
| Collaborative Wealth Managment Inc. | 0.15% | Reduce -7.7% | 8,978 | $373K |
| Stonebridge Financial Planning Group, LLC | 0.14% | Add +21.1% | 8,930 | $371K |
| Rooted Wealth Advisors, Inc. | 0.11% | Reduce -5.1% | 8,904 | $368K |
| Forefront Wealth Partners, LLC | 0.09% | New | 8,780 | $365K |
| CGN Advisors LLC | 0.03% | Add +3.2% | 8,679 | $361K |
| Sovereign Financial Group, Inc. | 0.07% | No change | 8,657 | $360K |
| Mascoma Wealth Management LLC | 0.08% | No change | 8,630 | $359K |
| Marshall Financial Group, LLC | 0.07% | Reduce -1.2% | 8,532 | $355K |
| Arkadios Wealth Advisors | 0.01% | Reduce -68.1% | 8,513 | $354K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.3% | 8,517 | $354K |
| Tortoise Investment Management, LLC | 0.03% | No change | 8,505 | $354K |
| Wetzel Investment Advisors, Inc. | 0.15% | Add +3.7% | 8,491 | $353K |
| Flow Traders U.S. LLC | 0.01% | Reduce -68.2% | 8,490 | $353K |
| Continuum Advisory, LLC | 0.04% | New | 8,172 | $340K |
| Dakota Wealth Management | 0.01% | Reduce -2.0% | 8,172 | $340K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -18.7% | 8,166 | $340K |
| Redmont Wealth Advisors LLC | 0.47% | Add +2.7% | 8,141 | $339K |
| Advyzon Investment Management, LLC | 0.06% | Add +11.9% | 8,135 | $338K |
| Stableford Capital II LLC | 0.12% | Add +11.2% | 8,109 | $337K |
| Quattro Financial Advisors LLC | 0.11% | No change | 8,074 | $336K |
| Cumberland Partners Ltd | 0.02% | Add +10.5% | 8,074 | $336K |
| Jones Financial Companies LLLP | 0.00% | Add +32.3% | 8,073 | $335K |
| Centaurus Financial, Inc. | 0.02% | Add +2.6% | 7,854 | $327K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +13.2% | 7,853 | $327K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.7% | 7,779 | $323K |
| Balefire, LLC | 0.06% | Add +3.9% | 7,756 | $322K |
| Clearstead Trust, LLC | 0.05% | No change | 7,700 | $320K |
| Private Trust Co. NA | 0.03% | Reduce -1.2% | 7,685 | $320K |
| Sei Investments Co. | 0.00% | Reduce -2.6% | 7,605 | $316K |
| Brookstone Capital Management | 0.00% | Reduce -18.6% | 7,601 | $316K |
| Navis Wealth Advisors, LLC | 0.23% | No change | 7,500 | $312K |
| John W. Brooker & Co., CPAs | 0.63% | Add +19.2% | 7,468 | $311K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -88.8% | 7,421 | $309K |
| Arax Advisory Partners | 0.00% | Add +4971.9% | 7,405 | $308K |
| Midwest Trust Co | 0.00% | Reduce -1.6% | 7,286 | $303K |
| Capital CS Group, LLC | 0.50% | Add +5.7% | 7,243 | $301K |
| Gotham Asset Management | 0.00% | No change | 7,224 | $300K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.5% | 7,144 | $297K |
| Richmond Investment Services, LLC | 0.05% | No change | 7,082 | $294K |
| APS Management Group, Inc. | 0.26% | — | 7,044 | $293K |
| Kovack Advisors, Inc. | 0.03% | Reduce -16.8% | 6,930 | $288K |
| Modern Wealth Management, LLC | 0.01% | Reduce -22.9% | 6,872 | $286K |
| Parallel Advisors, LLC | 0.01% | Reduce -7.2% | 6,809 | $283K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -2.5% | 6,577 | $273K |
| Outlook Wealth Advisors, LLC | 0.07% | Add +3.2% | 6,498 | $270K |
| IFP Advisors, Inc | 0.01% | Reduce -15.4% | 6,367 | $265K |
| Mirador Capital Partners LP | 0.04% | No change | 6,364 | $265K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Add +6.3% | 6,237 | $259K |
| LifeGoal Investments, LLC | 0.21% | Reduce -3.5% | 6,107 | $254K |
| Milestone Asset Management, LLC | 0.05% | New | 6,087 | $253K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 6,011 | $250K |
| Axis Wealth Partners, LLC | 0.15% | Add +1.2% | 6,010 | $250K |
| RFG Holdings, Inc. | 0.06% | No change | 5,996 | $249K |
| Pinion Investment Advisors, LLC | 0.07% | Add +9.9% | 5,991 | $248K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.4% | 5,941 | $247K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -0.2% | 5,934 | $247K |
| Prasad Wealth Partners, LLC | 0.07% | Reduce -22.0% | 5,895 | $245K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 5,846 | $243K |
| Composition Wealth, LLC | 0.00% | Reduce -30.5% | 5,806 | $241K |
| Gradient Investments LLC | 0.00% | Add +0.1% | 5,786 | $241K |
| Iams Wealth Management, LLC | 0.10% | Add +1.8% | 5,770 | $240K |
| Endowment Wealth Management, Inc. | 0.10% | Add +2.0% | 5,520 | $230K |
| Melone Private Wealth, LLC | 0.10% | Reduce -2.7% | 5,488 | $228K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | New | 5,471 | $228K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +2.5% | 5,445 | $226K |
| Ethos Financial Group, LLC | 0.02% | No change | 5,370 | $223K |
| Kathmere Capital Management, LLC | 0.02% | No change | 5,280 | $220K |
| Harvest Investment Services, LLC | 0.04% | Reduce -6.7% | 5,266 | $219K |
| Global Financial Private Client, LLC | 0.08% | New | 5,262 | $219K |
| PFG Advisors | 0.01% | New | 5,110 | $212K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +4955.0% | 5,055 | $210K |
| Liberty Capital Management, Inc. | 0.04% | Add +1.9% | 5,043 | $210K |
| Quantinno Capital Management LP | 0.00% | Add +3.4% | 4,998 | $208K |
| James Investment Research, Inc. | 0.02% | No change | 4,950 | $206K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 4,947 | $206K |
| RVW Wealth, LLC | 0.02% | No change | 4,901 | $204K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -33.7% | 4,839 | $201K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.2% | 4,812 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.7% | 4,809 | $200K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.4% | 4,832 | $200K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 4,710 | $196K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 4,317 | $180K |
| Wealth Watch Advisors, INC | 0.06% | New | 3,499 | $145K |
| Centennial Bank | 0.06% | New | 3,439 | $143K |
| Spire Wealth Management | 0.00% | Add +6.8% | 3,152 | $131K |
| YANKCOM Partnership | 0.06% | No change | 2,936 | $122K |
| Hollencrest Capital Management | 0.00% | Add +11.4% | 2,829 | $118K |
| MCF Advisors LLC | 0.01% | Add +0.4% | 2,248 | $93K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,212 | $92K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 2,105 | $88K |
| Richard W. Paul & Associates, LLC | 0.03% | Add +6.2% | 2,026 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -92.9% | 1,669 | $69K |
| Stance Capital LLC | 0.02% | New | 1,607 | $67K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 1,591 | $66K |
| Ancora Advisors LLC | 0.00% | Add +42.3% | 1,540 | $64K |
| Scarborough Advisors, LLC | 0.01% | Reduce -21.9% | 1,513 | $63K |
| Colonial Trust Co / SC | 0.01% | No change | 1,500 | $62K |
| Rakuten Securities, Inc. | 0.02% | Add +94.4% | 1,462 | $61K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -7.3% | 1,111 | $46K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1749.1% | 1,017 | $42K |
| Community Bank, N.A. | 0.00% | No change | 955 | $40K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 933 | $39K |
| Paladin Advisory Group, LLC | 0.03% | No change | 925 | $38K |
| PFS Partners, LLC | 0.02% | No change | 874 | $36K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Reduce -85.8% | 715 | $30K |
| Hemington Wealth Management | 0.00% | No change | 719 | $29K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -80.1% | 272 | $25K |
| Rossby Financial, LCC | 0.01% | No change | 581 | $24K |
| GoalVest Advisory LLC | 0.00% | No change | 516 | $21K |
| Beacon Capital Management, Inc. | 0.00% | New | 512 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +24.4% | 418 | $17K |
| Abich Financial Wealth Management LLC | 0.01% | — | 410 | $17K |
| Eastern Bank | 0.00% | Reduce -74.8% | 395 | $16K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 327 | $14K |
| Capital Analysts, LLC | 0.00% | Add +112.1% | 297 | $13K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 309 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 274 | $11K |
| Alerus Financial NA | 0.00% | New | 240 | $10K |
| Aspect Partners, LLC | 0.00% | No change | 214 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 214 | $9K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 208 | $9K |
| Ameriflex Group, Inc. | 0.00% | New | 200 | $8K |
| City Holding Co. | 0.00% | No change | 200 | $8K |
| Strategic Advocates LLC | 0.00% | New | 197 | $8K |
| Zions Bancorporation, National Association | 0.00% | No change | 164 | $7K |
| Clear Investment Research, LLC | 0.01% | No change | 137 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 133 | $6K |
| Harbor Asset Planning, Inc. | 0.00% | Add +2.4% | 129 | $5K |
| Tidemark, LLC | 0.00% | No change | 127 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -86.4% | 101 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 94 | $4K |
| Hughes Financial Services, LLC | 0.00% | Reduce -63.3% | 88 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 80 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 76 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 75 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -36.6% | 64 | $3K |
| REAP Financial Group, LLC | 0.00% | Add +11.1% | 60 | $2K |
| Signaturefd, LLC | 0.00% | Add +104.2% | 49 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -62.5% | 48 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 39 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -76.9% | 33 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 28 | $1K |
| Covestor Ltd | 0.00% | Add +27.3% | 14 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 44 | $1K |
| Evolution Wealth Management Inc. | 0.00% | No change | 22 | $915 |
| Citigroup Inc. | 0.00% | Reduce -100.0% | 18 | $748 |
| Park Square Financial Group, LLC | 0.00% | Reduce -46.1% | 7 | $291 |
| Root Financial Partners, LLC | 0.00% | New | 6 | $262 |
| 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 |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 1 | $42 |
"% 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.