SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q4 2025 (December 31)525holders +25
58new positions
51sold out
3famous investors
$41.26avg. 13F price*
At the end of Q4 2025, 525 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, up 25 from Q3 2025. 58 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($460.8M), Bank of America Corp. ($439.3M) and Healthcare of Ontario Pension Plan Trust Fund ($402.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Blackstone Sr Loan ETF
- Filed as
- SSGA ACTIVE ETF TR (Q4 2025)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $157.9M |
| Exits | 51 | $52.5M |
All 13F filers, Q3 2025 → Q4 2025: 12,166,687 shares bought and 10,209,353 shares sold, net +1,957,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Morgan Stanley | 0.03% | Add +6.8% | 11,164,717 | $460.8M |
| Bank of America Corp. | 0.03% | Reduce -0.5% | 10,645,226 | $439.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.69% | Reduce -9.0% | 9,757,441 | $402.7M |
| Arizona PSPRS Trust | 12.70% | Add +2.5% | 8,357,347 | $344.9M |
| State of Tennessee, Department of Treasury | 0.82% | Reduce -4.7% | 6,289,986 | $257.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +2.4% | 6,215,749 | $256.5M |
| LPL Financial LLC | 0.04% | Add +4.2% | 3,837,057 | $158.4M |
| State Street Corp. | 0.00% | Add +4.0% | 3,407,525 | $140.6M |
| UBS Group AG | 0.03% | Add +9.2% | 3,063,084 | $126.4M |
| Ensign Peak Advisors, Inc | 0.22% | Add +18.9% | 3,038,877 | $125.4M |
| Royal Bank of Canada | 0.02% | Reduce -12.9% | 2,199,675 | $90.8M |
| Wells Fargo & Company | 0.02% | Reduce -2.1% | 2,158,112 | $89.1M |
| Advisory Alpha, LLC | 2.03% | Add +1.0% | 1,803,133 | $74.4M |
| Aristotle Pacific Capital, LLC | 25.68% | Add +8.1% | 1,517,066 | $62.6M |
| Symetra Investment Management Co | 10.86% | Reduce -4.4% | 1,495,085 | $61.7M |
| Liberty Mutual Group Asset Management Inc. | 5.72% | Add +142.4% | 1,457,094 | $60.1M |
| Jane Street Group, LLC | 0.07% | New | 1,349,688 | $55.7M |
| Horizon Investments, LLC | 0.61% | Add +1.9% | 1,172,612 | $48.4M |
| 1832 Asset Management L.P. | 0.06% | Add +1.9% | 1,106,551 | $45.7M |
| Raymond James Financial Inc. | 0.01% | Add +3.9% | 1,055,669 | $43.6M |
| CNO Financial Group, Inc. | 20.16% | No change | 862,000 | $35.6M |
| Wellington Management Group LLP | 0.01% | Reduce -8.0% | 861,750 | $35.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.6% | 832,235 | $34.3M |
| Calamos Advisors LLC | 0.20% | No change | 812,805 | $33.5M |
| HRT Financial LP | 0.11% | Add +149.4% | 808,459 | $33.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -8.0% | 797,035 | $32.9M |
| Osborne Partners Capital Management, LLC | 1.63% | Reduce -0.2% | 768,820 | $31.7M |
| Diversify Advisory Services, LLC | 0.98% | Add +5086.5% | 747,744 | $31.0M |
| BlackRock, Inc. | 0.00% | Reduce -19.5% | 744,154 | $30.7M |
| Ocean Park Asset Management, LLC | 1.33% | Add +548.8% | 685,882 | $28.3M |
| Conning Inc. | 0.93% | No change | 641,275 | $26.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +34.3% | 617,564 | $25.5M |
| State of Wisconsin Investment Board | 0.06% | New | 609,000 | $25.1M |
| Lord, Abbett & Co. LLC | 0.08% | Add +1.7% | 607,868 | $25.1M |
| Federated Hermes, Inc. | 0.04% | Add +21.8% | 600,650 | $24.8M |
| Donoghue Forlines LLC | 7.48% | Reduce -5.8% | 586,350 | $24.2M |
| Stifel Financial Corp. | 0.02% | Add +6.2% | 565,480 | $23.3M |
| Blackstone Inc. | 0.10% | No change | 555,591 | $22.9M |
| Creative Planning | 0.02% | Reduce -5.7% | 536,851 | $22.2M |
| Coppell Advisory Solutions LLC | 2.16% | Add +11.1% | 531,514 | $21.9M |
| Ninety One UK Ltd | 0.04% | Reduce -19.8% | 499,591 | $20.6M |
| Ameritas Advisory Services, LLC | 0.70% | Add +1784.2% | 454,158 | $18.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -13.7% | 439,839 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.9% | 382,594 | $15.8M |
| Citadel Advisors | 0.01% | New | 375,672 | $15.5M |
| Prevail Innovative Wealth Advisors, LLC | 2.77% | Add +3.4% | 374,854 | $15.5M |
| Catalyst Capital Advisors LLC | 0.32% | No change | 374,591 | $15.5M |
| Asset Allocation & Management Company, LLC | 6.16% | Add +79.0% | 371,904 | $15.3M |
| Cwm, LLC | 0.04% | Add +168.4% | 371,775 | $15.3M |
| Guggenheim Capital LLC | 0.11% | Reduce -40.1% | 370,396 | $15.3M |
| Country Trust Bank | 0.25% | Add +0.3% | 335,974 | $13.9M |
| First Foundation Advisors | 0.51% | Reduce -8.7% | 329,256 | $13.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -89.7% | 318,902 | $13.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +6.8% | 315,304 | $13.0M |
| Secure Asset Management, LLC | 2.05% | Add +6.1% | 314,928 | $13.0M |
| Cetera Investment Advisers | 0.01% | Reduce -19.8% | 311,345 | $12.8M |
| Assetmark, Inc. | 0.03% | Reduce -2.1% | 305,580 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +8.9% | 304,555 | $12.6M |
| Fortem Financial Group, LLC | 3.17% | Add +2.2% | 287,622 | $11.9M |
| Stablepoint Partners, LLC | 1.85% | Add +2.6% | 287,083 | $11.8M |
| Goldstone Financial Group, LLC | 1.30% | Add +7.5% | 282,143 | $11.6M |
| Destiny Wealth Partners, LLC | 1.28% | Add +5.2% | 270,386 | $11.2M |
| ZEGA Investments, LLC | 2.06% | Reduce -28.0% | 257,316 | $10.6M |
| Cerity Partners LLC | 0.02% | Add +132.9% | 256,894 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.4% | 255,000 | $10.5M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -3.4% | 254,336 | $10.5M |
| KMG Fiduciary Partners, LLC | 0.74% | Add +18.8% | 251,506 | $10.4M |
| Motley Fool Wealth Management, LLC | 0.77% | Reduce -14.0% | 240,039 | $9.9M |
| MRA Advisory Group | 4.15% | Add +10.8% | 239,481 | $9.9M |
| Fragasso Financial Advisors Inc | 0.59% | Add +6.5% | 235,934 | $9.7M |
| Scotia Capital Inc. | 0.04% | Add +15.1% | 224,999 | $9.3M |
| Twelve Points Wealth Management LLC | 2.08% | Add +51.2% | 223,632 | $9.3M |
| Independent Financial Group, LLC | 0.21% | Add +39.3% | 224,320 | $9.3M |
| Horizon Financial Services, LLC | 4.15% | Add +6.7% | 221,016 | $9.1M |
| Refined Wealth Management | 6.11% | Add +0.4% | 219,927 | $9.1M |
| Hilltop Partners LLC | 2.33% | Add +6.8% | 218,856 | $9.0M |
| Matthew Goff Investment Advisor, LLC | 1.60% | Reduce -3.0% | 218,611 | $9.0M |
| Integrated Wealth Concepts LLC | 0.11% | Add +2.1% | 217,933 | $9.0M |
| GTS Securities LLC | 0.30% | New | 214,010 | $8.8M |
| Merit Financial Group, LLC | 0.07% | Reduce -2.4% | 213,685 | $8.8M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -9.3% | 212,258 | $8.8M |
| ACT Advisors, LLC. | 3.34% | New | 205,284 | $8.5M |
| Bramshill Investments, LLC | 0.47% | Add +69.5% | 200,000 | $8.3M |
| Graham Capital Management, L.P. | 0.41% | New | 200,000 | $8.3M |
| Fortis Capital Management LLC | 1.09% | Add +11.1% | 199,806 | $8.2M |
| Prelude Capital Management, LLC | 0.57% | Add +4.5% | 188,330 | $7.8M |
| Canal Capital Management, LLC | 1.07% | Add +36.2% | 183,298 | $7.6M |
| Austin Private Wealth, LLC | 0.56% | Add +11.4% | 181,612 | $7.5M |
| First Manhattan Co. Llc. | 0.02% | Reduce -1.3% | 180,074 | $7.4M |
| Hennion & Walsh Asset Management, Inc. | 0.25% | Add +7.4% | 178,724 | $7.4M |
| CreativeOne Wealth, LLC | 0.17% | Add +9.2% | 174,101 | $7.2M |
| O'Connor Financial Group LLC | 2.85% | Add +4.4% | 173,157 | $7.2M |
| Wedbush Securities Inc. | 0.21% | Add +9.7% | 170,548 | $7.0M |
| Jefferies Financial Group Inc. | 0.06% | Add +22.9% | 167,300 | $6.9M |
| Palogic Value Management, L.P. | 2.97% | Add +2.6% | 166,745 | $6.9M |
| Westview Management dba Westview Investment Advisors | 3.17% | — | 161,147 | $6.7M |
| Beta Wealth Group, Inc. | 2.65% | Reduce -0.4% | 159,608 | $6.6M |
| Blueline Advisors LLC | 5.37% | — | 159,478 | $6.6M |
| Mirabella Financial Services LLP | 0.66% | Add +12.2% | 156,900 | $6.5M |
| Summit Global Investments | 0.38% | Add +3.0% | 156,122 | $6.4M |
| Flow Traders U.S. LLC | 0.21% | Add +1718.9% | 154,422 | $6.4M |
| Live Oak Investment Partners | 3.91% | Reduce -8.5% | 154,083 | $6.4M |
| Equitable Holdings, Inc. | 0.04% | Add +8.1% | 147,718 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.5% | 146,370 | $6.1M |
| Advisory Services Network, LLC | 0.09% | Add +2.8% | 146,068 | $6.0M |
| Rainey & Randall Wealth Advisors Inc. | 0.97% | Reduce -3.6% | 144,164 | $5.9M |
| Plan Group Financial, LLC | 1.42% | Add +28.8% | 132,904 | $5.5M |
| Old Mission Capital LLC | 0.21% | New | 131,772 | $5.4M |
| NYL Investors LLC | 1.83% | New | 130,318 | $5.4M |
| NewSquare Capital LLC | 0.47% | Reduce -27.5% | 128,999 | $5.3M |
| Curtis Advisory Group, LLC | 1.10% | Add +0.3% | 127,549 | $5.3M |
| Aspire Private Capital, LLC | 1.17% | Add +3.3% | 127,118 | $5.2M |
| Little Harbor Advisors, LLC | 2.69% | Reduce -9.1% | 126,286 | $5.2M |
| Bank of Montreal | 0.00% | Add +31.5% | 125,642 | $5.2M |
| Windsor Capital Management, LLC | 1.52% | Add +0.2% | 125,460 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Add +27.6% | 124,817 | $5.2M |
| Captrust Financial Advisors | 0.01% | Add +42.7% | 124,785 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -46.2% | 122,443 | $5.1M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -17.2% | 121,126 | $5.0M |
| L & S Advisors Inc | 0.51% | Reduce -71.4% | 121,076 | $5.0M |
| Nuveen, LLC | 0.00% | No change | 120,000 | $5.0M |
| Renaissance Technologies | 0.01% | Reduce -92.2% | 114,783 | $4.7M |
| Waverly Advisors, LLC | 0.04% | Add +1.7% | 113,581 | $4.7M |
| Global Retirement Partners, LLC | 0.08% | Add +1.5% | 113,212 | $4.7M |
| Oppenheimer & Co. Inc. | 0.07% | Add +136.1% | 113,119 | $4.7M |
| Petix & Botte Co | 1.06% | Reduce -12.1% | 112,890 | $4.7M |
| Partners Capital Investment Group, LLP | 0.17% | Add +2.4% | 111,806 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.6% | 110,889 | $4.6M |
| Valtinson Bruner Financial Planning LLC | 1.29% | Add +46.0% | 108,370 | $4.5M |
| Cynosure Group, LLC | 0.45% | Reduce -17.1% | 107,158 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +53.5% | 103,961 | $4.3M |
| J Hagan Capital, Inc. | 2.35% | Add +405.5% | 102,979 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +530.3% | 99,233 | $4.1M |
| Calton & Associates, Inc. | 0.59% | Add +1.4% | 97,929 | $4.0M |
| Trivium Point Advisory, LLC | 0.41% | Reduce -0.1% | 97,919 | $4.0M |
| OpenArc Corporate Advisory, LLC | 0.06% | — | 93,879 | $3.9M |
| City National Bank of Florida | 2.50% | Add +6.9% | 92,877 | $3.8M |
| Alteri Wealth LLC | 1.23% | Add +6.0% | 92,322 | $3.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.6% | 90,777 | $3.7M |
| Park Avenue Securities LLC | 0.03% | Add +7.9% | 89,324 | $3.7M |
| Hofer & Associates. Inc | 1.93% | Add +4.9% | 88,201 | $3.6M |
| Edgestream Partners, L.P. | 0.10% | Reduce -3.6% | 88,153 | $3.6M |
| S. R. Schill & Associates | 2.52% | Reduce -1.0% | 86,616 | $3.6M |
| Prospera Financial Services Inc | 0.06% | Reduce -5.2% | 85,978 | $3.5M |
| Ieq Capital, LLC | 0.01% | Add +22.7% | 85,539 | $3.5M |
| Adell Harriman & Carpenter Inc. | 0.21% | Add +0.5% | 85,423 | $3.5M |
| Maridea Wealth Management LLC | 0.53% | Add +50.8% | 85,184 | $3.5M |
| Baker Avenue Asset Management, LP | 0.08% | Add +8.5% | 83,594 | $3.4M |
| Wealth Management Associates, Inc. | 1.18% | Add +2.0% | 82,377 | $3.4M |
| Strategic Blueprint, LLC | 0.20% | Add +464.3% | 82,242 | $3.4M |
| WESPAC Advisors SoCal, LLC | 0.67% | Reduce -0.4% | 80,226 | $3.3M |
| ARS Wealth Advisors Group, LLC | 0.29% | Reduce -0.4% | 77,316 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +12.9% | 77,129 | $3.2M |
| Nilsine Partners, LLC | 0.27% | Add +4.3% | 75,033 | $3.1M |
| Hibernia Wealth Partners, LLC | 0.93% | Add +106.5% | 74,528 | $3.1M |
| Drive Wealth Management, LLC | 0.59% | Reduce -57.8% | 73,104 | $3.0M |
| Romano Brothers and Company | 0.34% | Add +0.0% | 72,215 | $3.0M |
| Aspetuck Financial Management LLC | 1.97% | Reduce -0.0% | 70,975 | $2.9M |
| Callodine Capital Management, LP | 0.23% | New | 70,000 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +1274.5% | 69,483 | $2.9M |
| Brendel Financial Advisors LLC | 1.41% | Add +15.6% | 69,409 | $2.9M |
| Integrated Advisors Network LLC | 0.12% | Add +4.2% | 68,189 | $2.8M |
| Two Sigma Securities, LLC | 0.39% | Add +200.9% | 67,951 | $2.8M |
| National Philanthropic Trust | 0.03% | No change | 67,629 | $2.8M |
| Ashford Capital Management Inc. | 0.30% | New | 65,943 | $2.7M |
| Insigneo Advisory Services, LLC | 0.19% | Add +18.3% | 65,706 | $2.7M |
| Summit Financial, LLC | 0.04% | Reduce -1.7% | 65,627 | $2.7M |
| Clear Creek Financial Management, LLC | 0.21% | Reduce -14.3% | 63,396 | $2.6M |
| Cadent Capital Advisors, LLC | 0.68% | Reduce -1.8% | 62,570 | $2.6M |
| Risk Paradigm Group, LLC | 2.48% | — | 62,548 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -27.2% | 62,079 | $2.6M |
| Stephens Inc. | 0.03% | Add +3.6% | 61,876 | $2.6M |
| Elevation Point Wealth Partners, LLC | 0.12% | Add +38.3% | 61,532 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +17.2% | 61,291 | $2.5M |
| Perissos Private Wealth Management, LLC | 2.18% | Reduce -1.2% | 61,197 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +37.1% | 61,016 | $2.5M |
| Concord Wealth Partners | 0.33% | Add +0.5% | 60,747 | $2.5M |
| Clark Capital Management Group, Inc. | 0.02% | Add +3.9% | 60,139 | $2.5M |
| Bain Capital Credit, LP | 0.65% | No change | 60,136 | $2.5M |
| RPg Family Wealth Advisory, LLC | 0.54% | Reduce -4.8% | 59,497 | $2.5M |
| Principal Securities, Inc. | 0.04% | Add +24.3% | 59,032 | $2.4M |
| Soltis Investment Advisors LLC | 0.16% | Reduce -22.4% | 58,925 | $2.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +657.3% | 58,909 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -19.6% | 58,873 | $2.4M |
| Simplicity Wealth,LLC | 0.14% | Reduce -57.9% | 58,772 | $2.4M |
| Loomis Sayles & Co. L P | 0.00% | Add +7.0% | 57,875 | $2.4M |
| J.Safra Asset Management Corp | 0.12% | Add +17.0% | 57,056 | $2.4M |
| Sage Advisory Services, Ltd.Co. | 1.27% | Reduce -58.9% | 56,295 | $2.3M |
| OmniStar Financial Group, Inc. | 1.36% | Reduce -21.0% | 56,068 | $2.3M |
| Albion Financial Group | 0.14% | Reduce -12.1% | 55,862 | $2.3M |
| Liberty Atlantic Advisors LLC | 2.26% | — | 55,645 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 55,339 | $2.3M |
| Fort Point Capital Partners LLC | 0.27% | New | 54,314 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +7.4% | 54,056 | $2.2M |
| Landmark Wealth Management, Inc. | 0.84% | Add +4.5% | 53,640 | $2.2M |
| MAI Capital Management | 0.01% | Reduce -11.6% | 53,487 | $2.2M |
| CENTRAL TRUST Co | 0.04% | Reduce -8.0% | 53,403 | $2.2M |
| Raleigh Capital Management Inc. | 0.78% | Add +5.9% | 51,808 | $2.1M |
| Friedenthal Financial | 1.10% | Add +9.3% | 51,556 | $2.1M |
| Compass Financial Group, Inc. | 0.94% | Add +0.5% | 51,490 | $2.1M |
| Lanark Financial, Inc. | 0.16% | Reduce -1.6% | 50,574 | $2.1M |
| International Assets Investment Management, LLC | 0.14% | Reduce -10.3% | 50,544 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.1% | 50,517 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -23.1% | 50,185 | $2.1M |
| Heritage Wealth Management, Inc. | 1.34% | Add +8.8% | 50,034 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | No change | 50,000 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +40.0% | 49,185 | $2.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -8.0% | 48,919 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -90.0% | 48,650 | $2.0M |
| Dumont & Blake Investment Advisors LLC | 0.48% | Reduce -5.0% | 48,554 | $2.0M |
| IHT Wealth Management, LLC | 0.05% | Add +10.3% | 47,433 | $2.0M |
| Exchange Traded Concepts, LLC | 0.02% | Add +35.4% | 46,882 | $1.9M |
| &partners | 0.01% | Add +44.8% | 46,758 | $1.9M |
| Smartleaf Asset Management LLC | 0.07% | Add +180.6% | 46,614 | $1.9M |
| Capital Investment Management, Inc. | 0.67% | — | 46,555 | $1.9M |
| American Beacon Advisors, Inc. | 21.18% | No change | 45,799 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.5% | 45,218 | $1.9M |
| Sagace Wealth Management LLC | 1.26% | Add +1.2% | 44,747 | $1.8M |
| Courier Capital LLC | 0.10% | Add +31.6% | 43,736 | $1.8M |
| Nottingham Advisors, Inc. | 0.25% | Add +2.2% | 43,104 | $1.8M |
| Nordwand Advisors, LLC | 0.31% | Add +6.1% | 42,327 | $1.7M |
| AEGON USA Investment Management, LLC | 1.57% | No change | 42,300 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -1.3% | 41,648 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -4.1% | 41,475 | $1.7M |
| Investors Research Corp | 0.31% | Reduce -1.7% | 41,453 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -10.6% | 39,896 | $1.6M |
| Great Waters Wealth Management | 0.18% | Add +9.2% | 39,774 | $1.6M |
| Webster Bank, N. A. | 0.15% | Reduce -2.1% | 38,442 | $1.6M |
| Black Diamond Financial, LLC | 0.17% | Reduce -1.0% | 38,380 | $1.6M |
| Pallas Capital Advisors LLC | 0.05% | Add +75.9% | 38,342 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -37.4% | 38,306 | $1.6M |
| AXS Investments LLC | 0.54% | Add +0.3% | 38,111 | $1.6M |
| Sovran Advisors, LLC | 0.13% | Add +6.9% | 37,876 | $1.6M |
| North Forty Two & Co. | 1.48% | Reduce -5.4% | 37,981 | $1.6M |
| Joel Isaacson & Co., LLC | 0.05% | Add +2.0% | 37,547 | $1.5M |
| Ascentis Independent Advisors | 0.25% | Add +6.5% | 36,897 | $1.5M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -12.3% | 36,865 | $1.5M |
| Triad Wealth Partners, LLC | 0.14% | New | 35,725 | $1.5M |
| Comerica Bank | 0.01% | Add +0.3% | 35,287 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | New | 35,257 | $1.5M |
| Impact Partnership Wealth, LLC | 0.18% | Reduce -13.8% | 34,659 | $1.4M |
| Capstone Wealth Management Group LLC | 0.87% | Add +1.2% | 34,615 | $1.4M |
| AlTi Global, Inc. | 0.03% | Reduce -5.3% | 34,563 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +5.8% | 34,326 | $1.4M |
| Mariner, LLC | 0.00% | Add +1.8% | 34,381 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +67.6% | 33,973 | $1.4M |
| Napier Financial, LLC | 0.34% | — | 32,959 | $1.4M |
| City Center Advisors, LLC | 1.23% | Add +7.2% | 32,440 | $1.3M |
| Signal Advisors Wealth, LLC | 0.10% | Reduce -8.9% | 31,807 | $1.3M |
| Csenge Advisory Group | 0.06% | Reduce -5.0% | 31,289 | $1.3M |
| Tactive Advisors, LLC | 0.38% | Add +0.3% | 31,047 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Add +12.4% | 30,884 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +2.0% | 30,193 | $1.2M |
| Shum Financial Group, Inc. | 0.89% | Add +1.2% | 29,986 | $1.2M |
| McAdam, LLC | 0.06% | Add +14.4% | 29,913 | $1.2M |
| Whalen Wealth Management Inc. | 0.64% | New | 29,109 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -10.2% | 28,824 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +4.7% | 28,132 | $1.2M |
| Western Wealth Management, LLC | 0.05% | Reduce -3.1% | 27,847 | $1.1M |
| Sachetta, LLC | 0.60% | Add +6.5% | 26,499 | $1.1M |
| Opulen Financial Group LLC | 0.78% | Reduce -3.9% | 25,911 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +2.4% | 25,369 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | New | 25,000 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +2.4% | 24,625 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | New | 24,461 | $1.0M |
| Legacy Edge Advisors, LLC | 0.11% | Add +5.3% | 24,431 | $1.0M |
| Naples Global Advisors, LLC | 0.07% | Reduce -8.3% | 23,800 | $982K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -4.7% | 23,378 | $965K |
| Richardson Financial Services Inc. | 0.31% | Add +5.4% | 23,177 | $964K |
| Wagner Wealth Management, Corp | 0.95% | — | 23,324 | $963K |
| SHP Wealth Management | 0.07% | — | 22,418 | $925K |
| Patton Albertson Miller Group, LLC | 0.11% | Reduce -29.5% | 22,222 | $917K |
| Flagstar Securities, Inc. | 0.30% | Add +1.8% | 22,059 | $910K |
| BOS Asset Management, LLC | 0.24% | No change | 22,029 | $909K |
| Focus Partners Wealth | 0.00% | Add +88.3% | 21,247 | $880K |
| RFG Advisory, LLC | 0.02% | Add +1.8% | 21,099 | $871K |
| Darwin Wealth Management, LLC | 0.27% | Reduce -1.2% | 21,046 | $869K |
| Betterment LLC | 0.00% | Add +11.2% | 21,041 | $868K |
| First City Capital Management, Inc. | 0.45% | Reduce -0.7% | 20,680 | $853K |
| Vise Technologies, Inc. | 0.02% | New | 20,581 | $849K |
| Concord Asset Management, LLC | 0.15% | Add +2.8% | 20,464 | $845K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.9% | 20,300 | $838K |
| HighPoint Advisor Group LLC | 0.02% | New | 20,248 | $836K |
| Exencial Wealth Advisors, LLC | 0.03% | New | 20,200 | $834K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +27.2% | 20,100 | $830K |
| Leo Wealth, LLC | 0.06% | New | 19,851 | $819K |
| Advisors Asset Management, Inc. | 0.01% | Add +24.1% | 19,840 | $819K |
| Transamerica Financial Advisors, LLC | 0.06% | Reduce -5.5% | 18,767 | $775K |
| Novus Advisors, LLC | 1.71% | Add +4.7% | 18,479 | $763K |
| World Investment Advisors | 0.01% | Reduce -54.6% | 18,478 | $763K |
| Parallel Advisors, LLC | 0.01% | Add +166.6% | 18,152 | $749K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -8.7% | 18,023 | $744K |
| Prosperity Consulting Group, LLC | 0.03% | Add +17.8% | 17,945 | $741K |
| Heritage Trust Co | 0.07% | Reduce -0.8% | 17,035 | $703K |
| StoneX Group Inc. | 0.03% | New | 17,042 | $703K |
| Susquehanna International Group, LLP | 0.00% | New | 17,011 | $702K |
| Parsons Capital Management Inc. | 0.04% | Reduce -28.8% | 16,829 | $695K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.6% | 16,633 | $686K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -0.4% | 16,468 | $680K |
| Hillsdale Investment Management Inc. | 0.02% | No change | 16,190 | $668K |
| Quartz Partners, LLC | 0.24% | Add +11.2% | 15,851 | $654K |
| 21 West Wealth Management LLC | 0.60% | Add +5.7% | 15,834 | $653K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -8.5% | 15,808 | $652K |
| Quantum Portfolio Management LLC | 0.29% | No change | 15,800 | $652K |
| Medallion Wealth Advisors, LLC | 0.22% | Reduce -2.2% | 15,790 | $652K |
| Invesco Ltd. | 0.00% | Reduce -4.0% | 15,265 | $630K |
| Primoris Wealth Advisors, LLC | 0.37% | Add +10.8% | 15,068 | $622K |
| Diversify Wealth Management, LLC | 0.03% | Add +53.9% | 14,883 | $616K |
| Moors & Cabot, Inc. | 0.03% | No change | 14,901 | $615K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.7% | 16,661 | $614K |
| Garden State Investment Advisory Services LLC | 0.15% | Add +20.8% | 14,858 | $613K |
| Verus Capital Partners, LLC | 0.04% | Reduce -70.1% | 14,798 | $611K |
| BTS Asset Management, Inc. | 0.82% | New | 14,613 | $603K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.7% | 14,615 | $603K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +9.4% | 14,376 | $593K |
| Samalin Investment Counsel, LLC | 0.21% | Add +3.4% | 14,261 | $589K |
| Continuum Advisory, LLC | 0.06% | Add +73.9% | 14,209 | $586K |
| FSB Premier Wealth Management, Inc. | 0.18% | Add +1.4% | 14,128 | $583K |
| WCG Wealth Advisors LLC | 0.02% | New | 13,970 | $577K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +187.4% | 13,823 | $570K |
| Mission Hills Financial Advisory, LLC | 0.30% | New | 13,626 | $562K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | Add +29.4% | 13,481 | $556K |
| NTV Asset Management LLC | 0.06% | Reduce -19.3% | 13,400 | $553K |
| Armstrong Advisory Group, Inc. | 0.04% | Add +5.7% | 13,374 | $552K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -4.2% | 13,245 | $547K |
| Ridgeline Wealth Planning, LLC | 0.39% | Add +8.0% | 13,224 | $546K |
| Dimension Capital Management LLC | 0.08% | No change | 13,213 | $545K |
| International Private Wealth Advisors LLC | 0.34% | Add +7.0% | 13,172 | $544K |
| Spire Wealth Management | 0.02% | Add +308.9% | 12,887 | $532K |
| SageView Advisory Group, LLC | 0.02% | Add +12.0% | 12,701 | $524K |
| Brookwood Investment Group LLC | 0.06% | Reduce -7.9% | 12,668 | $523K |
| Optima Capital LLC | 0.23% | Reduce -39.3% | 12,660 | $522K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.43% | Add +4.5% | 12,571 | $519K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -10.8% | 12,331 | $509K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -17.6% | 12,181 | $503K |
| WealthPoint Financial, LLC | 0.44% | — | 12,121 | $500K |
| Creative Financial Designs Inc. | 0.03% | Add +9.0% | 11,943 | $493K |
| Stableford Capital II LLC | 0.18% | Add +45.3% | 11,786 | $486K |
| Fortis Group Advisors, LLC | 0.08% | Add +5.4% | 11,853 | $486K |
| ShoreHaven Wealth Partners, LLC | 0.17% | Reduce -6.4% | 11,691 | $482K |
| Legacy Wealth Partners, LLC | 0.12% | — | 11,641 | $480K |
| Ascent Group, LLC | 0.02% | Add +17.5% | 11,590 | $478K |
| Redmont Wealth Advisors LLC | 0.72% | Add +41.4% | 11,513 | $475K |
| PFG Investments, LLC | 0.02% | Add +3.4% | 11,201 | $462K |
| Balboa Wealth Partners | 0.08% | Reduce -0.2% | 11,085 | $457K |
| GE Investment Management Corp. | 0.17% | No change | 11,037 | $455K |
| Royal Fund Management, LLC | 0.04% | New | 11,036 | $455K |
| Patten Group, Inc. | 0.08% | Reduce -2.2% | 10,879 | $449K |
| Adams Wealth Management | 0.09% | Reduce -23.3% | 10,668 | $440K |
| CacheTech Inc. | 0.08% | Reduce -23.3% | 10,668 | $440K |
| ELCO Management Co., LLC | 0.28% | Reduce -20.3% | 10,600 | $437K |
| Wetzel Investment Advisors, Inc. | 0.17% | Add +22.1% | 10,372 | $428K |
| Florin Court Capital LLP | 0.59% | No change | 10,200 | $421K |
| Composition Wealth, LLC | 0.01% | Add +75.5% | 10,189 | $420K |
| Collaborative Wealth Managment Inc. | 0.15% | Add +13.0% | 10,144 | $419K |
| Advyzon Investment Management, LLC | 0.05% | Add +21.3% | 9,871 | $407K |
| Private Advisory Group LLC | 0.03% | New | 9,846 | $406K |
| Lockerman Financial Group, Inc. | 0.78% | Add +4.5% | 9,839 | $406K |
| Sandro Wealth Management LLC | 0.33% | — | 9,577 | $395K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -7.8% | 9,527 | $393K |
| Darden Wealth Group Inc | 0.19% | Reduce -1.6% | 9,500 | $392K |
| Bank of Marin | 0.27% | Add +3.2% | 9,468 | $391K |
| CGN Advisors LLC | 0.03% | Add +8.2% | 9,387 | $387K |
| Huntleigh Advisors, Inc. | 0.07% | Add +2.5% | 9,353 | $386K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -3.9% | 9,340 | $385K |
| Investment Planning Advisors, Inc. | 0.11% | Add +2.5% | 9,259 | $382K |
| Accel Wealth Management | 0.10% | Reduce -1.6% | 9,217 | $380K |
| Commerce Bank | 0.00% | Reduce -16.7% | 9,162 | $378K |
| Cedrus Wealth Group LLC | 0.35% | — | 9,108 | $376K |
| Chicago Partners Investment Group LLC | 0.01% | Add +6.1% | 9,037 | $373K |
| Auour Investments LLC | 0.12% | New | 8,886 | $367K |
| Oregon Pacific Wealth Management, LLC | 0.37% | Reduce -19.3% | 8,657 | $357K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 8,657 | $357K |
| Mascoma Wealth Management LLC | 0.08% | No change | 8,630 | $356K |
| Allworth Financial LP | 0.00% | Reduce -5.8% | 8,573 | $354K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 8,565 | $353K |
| Worth Financial Advisory Group, LLC | 0.17% | New | 8,513 | $351K |
| Marshall Financial Group, LLC | 0.07% | Reduce -2.2% | 8,343 | $344K |
| Cumberland Partners Ltd | 0.02% | Add +3.1% | 8,324 | $344K |
| Gotham Asset Management | 0.00% | Add +13.3% | 8,182 | $338K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.0% | 8,169 | $337K |
| Jones Financial Companies LLLP | 0.00% | Add +1.1% | 8,158 | $337K |
| Kovack Advisors, Inc. | 0.02% | Add +17.4% | 8,139 | $336K |
| Arax Advisory Partners | 0.01% | Add +9.2% | 8,089 | $335K |
| Milestone Asset Management, LLC | 0.06% | Add +31.5% | 8,005 | $330K |
| Balefire, LLC | 0.06% | Add +1.1% | 7,842 | $324K |
| Planned Solutions, Inc. | 0.10% | Reduce -14.8% | 7,777 | $321K |
| CX Institutional | 0.01% | Reduce -72.7% | 7,698 | $318K |
| Clearstead Trust, LLC | 0.05% | No change | 7,700 | $318K |
| Arkadios Wealth Advisors | 0.01% | Reduce -9.7% | 7,687 | $317K |
| Stonebridge Financial Planning Group, LLC | 0.11% | Reduce -14.3% | 7,651 | $316K |
| Sepio Capital, LP | 0.02% | New | 7,600 | $314K |
| Rooted Wealth Advisors, Inc. | 0.09% | Reduce -13.4% | 7,709 | $313K |
| AlphaStar Capital Management, LLC | 0.02% | Add +1.7% | 7,546 | $311K |
| Navis Wealth Advisors, LLC | 0.13% | No change | 7,500 | $310K |
| Sei Investments Co. | 0.00% | Reduce -2.8% | 7,396 | $305K |
| Capital CS Group, LLC | 0.48% | Add +1.7% | 7,367 | $304K |
| Midwest Trust Co | 0.00% | No change | 7,286 | $301K |
| WealthShield Partners, LLC | 0.03% | Add +1.3% | 7,234 | $299K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +46.0% | 7,222 | $298K |
| XTX Topco Ltd | 0.01% | New | 7,215 | $298K |
| Dakota Wealth Management | 0.01% | Reduce -12.0% | 7,188 | $297K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -8.9% | 7,154 | $295K |
| Richmond Investment Services, LLC | 0.05% | No change | 7,082 | $292K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -52.1% | 6,845 | $282K |
| Quantinno Capital Management LP | 0.00% | Add +36.5% | 6,823 | $282K |
| Atria Investments, Inc | 0.00% | New | 6,752 | $279K |
| PFG Advisors | 0.01% | Add +32.0% | 6,743 | $278K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -61.6% | 6,689 | $276K |
| Outlook Wealth Advisors, LLC | 0.06% | Add +2.5% | 6,660 | $275K |
| Brookstone Capital Management | 0.00% | Reduce -12.4% | 6,659 | $275K |
| Stronghold Wealth Management L.L.C. | 0.40% | — | 6,594 | $272K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -22.6% | 6,580 | $272K |
| Compound Planning, Inc. | 0.01% | New | 6,471 | $267K |
| Mirador Capital Partners LP | 0.04% | Add +0.8% | 6,414 | $265K |
| Endowment Wealth Management, Inc. | 0.12% | Add +15.7% | 6,384 | $263K |
| IFP Advisors, Inc | 0.01% | Reduce -1.2% | 6,290 | $260K |
| Gallacher Capital Management LLC | 0.10% | New | 6,057 | $250K |
| Private Trust Co. NA | 0.02% | Reduce -21.5% | 6,033 | $249K |
| Iams Wealth Management, LLC | 0.09% | Add +4.2% | 6,014 | $248K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 6,011 | $248K |
| RFG Holdings, Inc. | 0.06% | No change | 5,996 | $247K |
| Axis Wealth Partners, LLC | 0.14% | Reduce -0.3% | 5,992 | $247K |
| Gradient Investments LLC | 0.00% | Add +2.2% | 5,912 | $244K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -0.7% | 5,890 | $243K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 5,846 | $241K |
| Bay Capital Advisors, LLC | 0.15% | Reduce -43.2% | 5,845 | $241K |
| Meridian Wealth Management, LLC | 0.01% | New | 5,790 | $239K |
| Pinion Investment Advisors, LLC | 0.06% | Reduce -8.6% | 5,474 | $226K |
| Modern Wealth Management, LLC | 0.00% | Reduce -20.8% | 5,446 | $225K |
| Ethos Financial Group, LLC | 0.02% | No change | 5,370 | $222K |
| Sowell Financial Services LLC | 0.01% | New | 5,323 | $220K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 5,309 | $219K |
| Global Financial Private Client, LLC | 0.08% | Add +0.8% | 5,303 | $219K |
| Legacy Capital Group California, Inc. | 0.05% | Reduce -63.1% | 5,296 | $219K |
| USAdvisors Wealth Management, LLC | 0.07% | Reduce -3.4% | 5,259 | $217K |
| Liberty Capital Management, Inc. | 0.04% | Add +2.6% | 5,172 | $213K |
| Reicon Wealth Advisors, LLC | 0.16% | — | 5,169 | $213K |
| Gilliland Jeter Wealth Management LLC | 0.06% | Reduce -18.6% | 5,076 | $209K |
| J2 Capital Management Inc | 0.15% | New | 5,025 | $207K |
| James Investment Research, Inc. | 0.02% | No change | 4,950 | $204K |
| RVW Wealth, LLC | 0.02% | No change | 4,901 | $202K |
| Cordoba Advisory Partners LLC | 0.05% | — | 4,860 | $201K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.4% | 4,747 | $196K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -7.3% | 4,365 | $180K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 4,317 | $178K |
| Wealth Watch Advisors, INC | 0.06% | Add +12.9% | 3,950 | $163K |
| TD Private Client Wealth LLC | 0.00% | New | 3,406 | $141K |
| YANKCOM Partnership | 0.05% | No change | 2,936 | $121K |
| Hollencrest Capital Management | 0.00% | Add +2.4% | 2,896 | $120K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -42.9% | 2,757 | $114K |
| Palladiem, LLC | 0.10% | — | 2,587 | $107K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 2,347 | $97K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,043 | $84K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -7.5% | 1,873 | $77K |
| MCF Advisors LLC | 0.00% | Reduce -17.6% | 1,853 | $76K |
| Ancora Advisors LLC | 0.00% | No change | 1,540 | $64K |
| Colonial Trust Co / SC | 0.01% | No change | 1,500 | $62K |
| Triumph Capital Management | 0.01% | New | 1,433 | $59K |
| Trust Co. of Vermont | 0.00% | Add +70500.0% | 1,412 | $58K |
| Nalls Sherbakoff Group, LLC | 0.04% | Reduce -23.0% | 1,225 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3572.7% | 1,212 | $50K |
| Cornerstone Planning Group LLC | 0.01% | Add +309.2% | 1,113 | $46K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -1.9% | 1,090 | $45K |
| Sound Income Strategies, LLC | 0.00% | New | 1,082 | $45K |
| Community Bank, N.A. | 0.00% | No change | 955 | $39K |
| Paladin Advisory Group, LLC | 0.03% | No change | 925 | $38K |
| PFS Partners, LLC | 0.02% | No change | 874 | $36K |
| Quarry LP | 0.01% | New | 870 | $36K |
| Beacon Capital Management, Inc. | 0.00% | Add +65.2% | 846 | $35K |
| Rakuten Securities, Inc. | 0.01% | Reduce -45.4% | 798 | $33K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Reduce -16.9% | 775 | $32K |
| Abound Financial, LLC | 0.01% | New | 772 | $32K |
| Simplex Trading, LLC | 0.00% | New | 769 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | New | 727 | $30K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Reduce -1.5% | 704 | $29K |
| Luken Investment Analytics, LLC | 0.01% | Reduce -99.6% | 701 | $29K |
| Rossby Financial, LCC | 0.01% | Add +1.0% | 587 | $24K |
| Scarborough Advisors, LLC | 0.00% | Reduce -63.6% | 551 | $23K |
| Caldwell Trust Co | 0.00% | New | 546 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -69.8% | 504 | $21K |
| Lodestone Wealth Management LLC | 0.01% | New | 455 | $19K |
| Eastern Bank | 0.00% | No change | 395 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -7.2% | 388 | $16K |
| FMR LLC | 0.00% | New | 338 | $14K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 327 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 297 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 274 | $11K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 271 | $11K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 251 | $10K |
| Motiv8 Investments LLC | 0.00% | New | 222 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 214 | $9K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.4% | 201 | $8K |
| City Holding Co. | 0.00% | No change | 200 | $8K |
| Strategic Advocates LLC | 0.00% | No change | 197 | $8K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 150 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 133 | $5K |
| Harbor Asset Planning, Inc. | 0.00% | Add +2.3% | 132 | $5K |
| Tidemark, LLC | 0.00% | No change | 127 | $5K |
| HighMark Wealth Management LLC | 0.00% | New | 105 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 100 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 100 | $4K |
| Hughes Financial Services, LLC | 0.00% | No change | 88 | $4K |
| Kingdom Financial Group LLC. | 0.00% | New | 85 | $4K |
| Vision Retirement, LLC | 0.00% | — | 83 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | New | 81 | $3K |
| Evolution Wealth Management Inc. | 0.00% | Add +259.1% | 79 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -22.8% | 78 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 75 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +74.4% | 68 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 64 | $3K |
| Centennial Bank | 0.00% | Reduce -98.3% | 60 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 60 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | — | 57 | $2K |
| Signaturefd, LLC | 0.00% | Add +6.1% | 52 | $2K |
| Signature Equity Partners, LLC | 0.00% | — | 47 | $2K |
| Basepoint Wealth LLC | 0.00% | New | 32 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 31 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 26 | $1K |
| Covestor Ltd | 0.00% | Add +128.6% | 32 | $1K |
| Park Square Financial Group, LLC | 0.00% | No change | 7 | $292 |
| Root Financial Partners, LLC | 0.00% | No change | 6 | $267 |
| WPG Advisers, LLC | 0.00% | No change | 5 | $206 |
| Addison Advisors LLC | 0.00% | No change | 3 | $124 |
| Key Capital Management, INC | 0.00% | — | 1 | $41 |
"% 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.