SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q1 2026 (March 31)488holders −37
37new positions
69sold out
2famous investors
$40.15avg. 13F price*
At the end of Q1 2026, 488 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 37 from Q4 2025. 37 opened new positions and 69 sold out. The largest holders were Arizona PSPRS Trust ($339.4M), Bank of America Corp. ($304.1M) and Morgan Stanley ($276.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Blackstone Sr Loan ETF
- Filed as
- SSGA ACTIVE ETF TR (Q1 2026)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $28.7M |
| Exits | 69 | $628.7M |
All 13F filers, Q4 2025 → Q1 2026: 11,181,072 shares bought and 35,977,089 shares sold, net −24,796,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 488 holders
| Arizona PSPRS Trust | 12.49% | Add +1.2% | 8,456,071 | $339.4M |
| Bank of America Corp. | 0.02% | Reduce -28.8% | 7,575,935 | $304.1M |
| Morgan Stanley | 0.02% | Reduce -38.3% | 6,892,082 | $276.6M |
| State of Tennessee, Department of Treasury | 0.80% | Reduce -5.5% | 5,941,320 | $238.5M |
| Ensign Peak Advisors, Inc | 0.34% | Add +47.9% | 4,493,681 | $180.4M |
| State Street Corp. | 0.01% | Add +7.2% | 3,653,808 | $146.7M |
| LPL Financial LLC | 0.04% | Reduce -9.6% | 3,469,713 | $139.3M |
| Liberty Mutual Group Asset Management Inc. | 9.70% | Add +107.2% | 3,018,987 | $121.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -55.5% | 2,765,029 | $111.0M |
| UBS Group AG | 0.02% | Reduce -14.7% | 2,612,224 | $104.9M |
| Advisory Alpha, LLC | 2.55% | Add +29.1% | 2,327,959 | $93.4M |
| Royal Bank of Canada | 0.02% | Add +2.4% | 2,251,471 | $90.4M |
| Wells Fargo & Company | 0.02% | Add +1.8% | 2,196,794 | $88.2M |
| Wellington Management Group LLP | 0.01% | Add +102.8% | 1,748,050 | $70.2M |
| 1832 Asset Management L.P. | 0.09% | Add +45.0% | 1,604,350 | $64.4M |
| BlackRock, Inc. | 0.00% | Add +102.8% | 1,509,154 | $60.6M |
| Symetra Investment Management Co | 5.20% | No change | 1,495,085 | $60.0M |
| Ocean Park Asset Management, LLC | 2.96% | Add +85.9% | 1,274,900 | $51.2M |
| Diversify Wealth Management, LLC | 0.73% | Add +6701.6% | 1,012,277 | $41.1M |
| Aristotle Pacific Capital, LLC | 32.54% | Reduce -34.3% | 997,066 | $40.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.8% | 938,906 | $37.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.7% | 911,349 | $36.6M |
| CNO Financial Group, Inc. | 19.84% | No change | 862,000 | $34.6M |
| Osborne Partners Capital Management, LLC | 1.63% | Reduce -0.1% | 767,782 | $30.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -5.7% | 751,651 | $30.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +7.2% | 661,937 | $26.6M |
| Conning Inc. | 0.89% | No change | 641,275 | $25.7M |
| Lord, Abbett & Co. LLC | 0.08% | Reduce -0.4% | 605,533 | $24.3M |
| Blackstone Inc. | 0.09% | No change | 555,591 | $22.3M |
| Federated Hermes, Inc. | 0.04% | Reduce -10.8% | 535,650 | $21.5M |
| Asset Allocation & Management Company, LLC | 7.90% | Add +41.6% | 526,704 | $21.1M |
| Bramshill Investments, LLC | 1.81% | Add +162.4% | 524,778 | $21.1M |
| Creative Planning | 0.01% | Reduce -5.3% | 508,469 | $20.4M |
| Cetera Investment Advisers | 0.02% | Add +62.9% | 507,278 | $20.4M |
| Stifel Financial Corp. | 0.02% | Reduce -23.1% | 434,594 | $17.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +21.0% | 381,592 | $15.3M |
| Twelve Points Wealth Management LLC | 3.35% | Add +69.5% | 379,118 | $15.2M |
| Catalyst Capital Advisors LLC | 0.28% | No change | 374,591 | $15.0M |
| Cwm, LLC | 0.04% | Add +0.6% | 374,008 | $15.0M |
| Amundi | 0.00% | New | 367,394 | $14.7M |
| Guggenheim Capital LLC | 0.12% | Reduce -1.9% | 363,511 | $14.6M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +19.3% | 363,433 | $14.6M |
| Fortem Financial Group, LLC | 3.62% | Add +25.1% | 359,832 | $14.4M |
| Secure Asset Management, LLC | 2.26% | Add +13.1% | 356,099 | $14.3M |
| Ninety One UK Ltd | 0.03% | Reduce -29.3% | 353,185 | $14.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -10.9% | 340,729 | $13.7M |
| Ameritas Advisory Services, LLC | 0.53% | Reduce -25.1% | 339,968 | $13.6M |
| Cerity Partners LLC | 0.02% | Add +31.5% | 337,729 | $13.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.9% | 325,860 | $13.1M |
| Calamos Advisors LLC | 0.07% | Reduce -61.1% | 316,100 | $12.7M |
| Assetmark, Inc. | 0.03% | Add +2.9% | 314,379 | $12.6M |
| Country Trust Bank | 0.21% | Reduce -17.2% | 278,052 | $11.2M |
| Goldstone Financial Group, LLC | 1.21% | Reduce -1.9% | 276,883 | $11.1M |
| Horizon Financial Services, LLC | 4.89% | Add +24.7% | 275,617 | $11.1M |
| Citadel Advisors | 0.01% | Reduce -27.5% | 272,389 | $10.9M |
| Stablepoint Partners, LLC | 1.59% | Reduce -7.1% | 266,815 | $10.7M |
| KMG Fiduciary Partners, LLC | 0.79% | Add +5.2% | 264,486 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +2.0% | 259,333 | $10.4M |
| Fragasso Financial Advisors Inc | 0.63% | Add +10.2% | 259,880 | $10.4M |
| MRA Advisory Group | 4.14% | Add +5.5% | 252,778 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.5% | 246,104 | $9.9M |
| Hilltop Partners LLC | 2.40% | Add +6.3% | 232,547 | $9.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +5.0% | 228,877 | $9.2M |
| Bank of Montreal | 0.00% | Add +78.8% | 224,587 | $9.0M |
| Independent Financial Group, LLC | 0.20% | Reduce -1.1% | 221,762 | $8.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -33.1% | 213,463 | $8.6M |
| Merit Financial Group, LLC | 0.06% | Reduce -4.0% | 205,080 | $8.2M |
| ZEGA Investments, LLC | 1.52% | Reduce -22.2% | 200,083 | $8.0M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +8.7% | 194,232 | $7.8M |
| ARS Wealth Advisors Group, LLC | 0.65% | Add +147.2% | 191,140 | $7.7M |
| Summit Global Investments | 0.44% | Add +18.7% | 185,262 | $7.4M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -16.6% | 177,048 | $7.1M |
| Canal Capital Management, LLC | 0.95% | Reduce -4.2% | 175,691 | $7.1M |
| O'Connor Financial Group LLC | 2.87% | Add +0.8% | 174,552 | $7.0M |
| Advisory Services Network, LLC | 0.09% | Add +18.9% | 173,737 | $7.0M |
| Palogic Value Management, L.P. | 2.97% | Reduce -0.2% | 166,381 | $6.7M |
| Western Wealth Management, LLC | 0.25% | Add +485.4% | 163,006 | $6.5M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -9.9% | 156,868 | $6.3M |
| Cynosure Group, LLC | 0.79% | Add +46.3% | 156,785 | $6.3M |
| S&A Financial Services, Inc. | 4.30% | — | 156,016 | $6.3M |
| Live Oak Investment Partners | 3.64% | Reduce -0.4% | 153,425 | $6.2M |
| Blueline Advisors LLC | 4.68% | Reduce -5.6% | 150,481 | $6.0M |
| Westview Management dba Westview Investment Advisors | 3.13% | Reduce -6.9% | 150,006 | $6.0M |
| Wedbush Securities Inc. | 0.17% | Reduce -14.8% | 145,248 | $5.8M |
| Oppenheimer & Co. Inc. | 0.07% | Add +24.9% | 141,265 | $5.7M |
| Rainey & Randall Wealth Advisors Inc. | 0.91% | Reduce -2.9% | 140,046 | $5.6M |
| Plan Group Financial, LLC | 1.31% | Add +4.4% | 138,766 | $5.6M |
| Captrust Financial Advisors | 0.01% | Add +9.9% | 137,149 | $5.5M |
| Aspire Private Capital, LLC | 1.21% | Add +5.3% | 133,859 | $5.4M |
| Windsor Capital Management, LLC | 1.56% | Add +3.5% | 129,801 | $5.2M |
| First Foundation Advisors | 0.21% | Reduce -61.0% | 128,343 | $5.2M |
| City National Bank of Florida | 3.05% | Add +37.4% | 127,637 | $5.1M |
| Curtis Advisory Group, LLC | 1.10% | Reduce -0.5% | 126,978 | $5.1M |
| J Hagan Capital, Inc. | 2.72% | Add +21.9% | 125,578 | $5.0M |
| NewSquare Capital LLC | 0.44% | Reduce -3.0% | 125,078 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +10.3% | 122,251 | $4.9M |
| Valtinson Bruner Financial Planning LLC | 1.31% | Add +10.0% | 119,235 | $4.8M |
| Waverly Advisors, LLC | 0.04% | Add +2.8% | 116,707 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.4% | 113,743 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.6% | 112,792 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -26.2% | 109,060 | $4.5M |
| Maridea Wealth Management LLC | 0.65% | Add +30.3% | 110,967 | $4.5M |
| Strategic Blueprint, LLC | 0.25% | Add +28.2% | 105,463 | $4.2M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -41.1% | 98,588 | $4.0M |
| Alteri Wealth LLC | 1.27% | Add +5.9% | 97,754 | $3.9M |
| Calton & Associates, Inc. | 0.56% | Reduce -0.2% | 97,721 | $3.9M |
| Courier Capital LLC | 0.22% | Add +122.7% | 97,416 | $3.9M |
| Trivium Point Advisory, LLC | 0.70% | Reduce -1.6% | 96,382 | $3.9M |
| Park Avenue Securities LLC | 0.03% | Add +7.3% | 95,836 | $3.8M |
| S. R. Schill & Associates | 2.55% | Add +8.5% | 93,954 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | Add +451.1% | 93,754 | $3.8M |
| NewEdge Advisors, LLC | 0.01% | Add +2.8% | 93,287 | $3.7M |
| Baker Avenue Asset Management, LP | 0.08% | Add +8.2% | 90,458 | $3.6M |
| Hofer & Associates. Inc | 1.94% | Add +2.0% | 89,976 | $3.6M |
| Liberty Atlantic Advisors LLC | 3.02% | Add +58.2% | 88,043 | $3.5M |
| Nilsine Partners, LLC | 0.27% | Add +15.2% | 86,462 | $3.5M |
| OpenArc Corporate Advisory, LLC | 0.05% | Reduce -8.3% | 86,063 | $3.5M |
| Ieq Capital, LLC | 0.02% | Add +0.4% | 85,916 | $3.4M |
| Prospera Financial Services Inc | 0.05% | Reduce -1.5% | 84,713 | $3.4M |
| Wealth Management Associates, Inc. | 1.16% | Add +2.0% | 83,996 | $3.4M |
| Adell Harriman & Carpenter Inc. | 0.20% | Reduce -3.0% | 82,823 | $3.3M |
| Moulton Wealth Management, Inc. | 2.22% | New | 81,542 | $3.3M |
| Hibernia Wealth Partners, LLC | 0.92% | Add +4.4% | 77,788 | $3.1M |
| Smartleaf Asset Management LLC | 0.11% | Add +62.1% | 75,576 | $3.0M |
| Romano Brothers and Company | 0.34% | Add +4.0% | 75,090 | $3.0M |
| Principal Securities, Inc. | 0.04% | Add +27.0% | 74,963 | $3.0M |
| Ascentis Independent Advisors | 0.22% | Add +95.5% | 72,124 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +14.0% | 70,172 | $2.8M |
| RPg Family Wealth Advisory, LLC | 0.57% | Add +14.7% | 68,212 | $2.7M |
| Risk Paradigm Group, LLC | 2.32% | Add +8.4% | 67,802 | $2.7M |
| National Philanthropic Trust | 0.03% | No change | 67,629 | $2.7M |
| Clark Capital Management Group, Inc. | 0.02% | Add +10.8% | 66,612 | $2.7M |
| Summit Financial, LLC | 0.03% | Add +0.1% | 65,721 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.42% | Add +15.1% | 64,805 | $2.6M |
| Stephens Inc. | 0.03% | Add +4.0% | 64,320 | $2.6M |
| Integrated Advisors Network LLC | 0.14% | Reduce -5.9% | 64,182 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -17.3% | 63,783 | $2.6M |
| Insigneo Advisory Services, LLC | 0.18% | Reduce -5.6% | 62,030 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +1.5% | 61,956 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.5% | 60,928 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +9.2% | 60,415 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +19.4% | 60,305 | $2.4M |
| AXS Investments LLC | 0.98% | Add +58.2% | 60,287 | $2.4M |
| Bain Capital Credit, LP | 0.80% | No change | 60,136 | $2.4M |
| Drive Wealth Management, LLC | 0.51% | Reduce -17.8% | 60,062 | $2.4M |
| J.Safra Asset Management Corp | 0.13% | Add +4.2% | 59,474 | $2.4M |
| L & S Advisors Inc | 0.30% | Reduce -51.2% | 59,127 | $2.4M |
| Simplicity Wealth,LLC | 0.13% | Reduce -0.9% | 58,228 | $2.3M |
| Lanark Financial, Inc. | 0.17% | Add +14.9% | 58,101 | $2.3M |
| Aspetuck Financial Management LLC | 1.59% | Reduce -18.5% | 57,855 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.2% | 56,903 | $2.3M |
| Raleigh Capital Management Inc. | 0.78% | Add +9.0% | 56,489 | $2.3M |
| Friedenthal Financial | 1.13% | Add +8.7% | 56,043 | $2.2M |
| Albion Financial Group | 0.14% | Add +0.0% | 55,881 | $2.2M |
| Apella Capital, LLC | 0.03% | New | 54,802 | $2.2M |
| Capital Investment Management, Inc. | 0.76% | Add +17.7% | 54,808 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.8% | 54,786 | $2.2M |
| Landmark Wealth Management, Inc. | 0.82% | Add +1.4% | 54,415 | $2.2M |
| Heritage Wealth Management, Inc. | 1.22% | Add +8.7% | 54,370 | $2.2M |
| Petix & Botte Co | 0.96% | Reduce -52.5% | 53,627 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -56.0% | 53,245 | $2.1M |
| International Assets Investment Management, LLC | 0.14% | Add +1.7% | 51,412 | $2.1M |
| Compass Financial Group, Inc. | 0.93% | Reduce -0.7% | 51,140 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +11.2% | 50,281 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | No change | 50,000 | $2.0M |
| Nottingham Advisors, Inc. | 0.26% | Add +14.9% | 49,538 | $2.0M |
| Dumont & Blake Investment Advisors LLC | 0.49% | Add +1.0% | 49,030 | $2.0M |
| MAI Capital Management | 0.01% | Reduce -9.0% | 48,687 | $2.0M |
| Edgestream Partners, L.P. | 0.06% | Reduce -45.4% | 48,098 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.8% | 47,809 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Add +29.2% | 47,635 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +14.3% | 47,611 | $1.9M |
| NYL Investors LLC | 0.72% | Reduce -63.5% | 47,600 | $1.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.1% | 46,406 | $1.9M |
| Concord Wealth Partners | 0.24% | Reduce -24.3% | 46,006 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -68.8% | 45,663 | $1.8M |
| Gotham Asset Management | 0.01% | Add +448.5% | 44,880 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -11.1% | 44,627 | $1.8M |
| Two Sigma Securities, LLC | 0.21% | Reduce -35.0% | 44,173 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.8% | 43,798 | $1.8M |
| Impact Partnership Wealth, LLC | 0.21% | Add +24.0% | 42,992 | $1.7M |
| Partners Capital Investment Group, LLP | 0.06% | Reduce -62.2% | 42,312 | $1.7M |
| Webster Bank, N. A. | 0.16% | Add +8.4% | 41,686 | $1.7M |
| CENTRAL TRUST Co | 0.03% | Reduce -22.0% | 41,647 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -23.6% | 41,319 | $1.7M |
| Investors Research Corp | 0.32% | Reduce -0.6% | 41,198 | $1.7M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.5% | 40,427 | $1.6M |
| Pallas Capital Advisors LLC | 0.06% | Add +5.3% | 40,373 | $1.6M |
| &partners | 0.01% | Reduce -14.2% | 40,120 | $1.6M |
| Joel Isaacson & Co., LLC | 0.05% | Add +5.3% | 39,538 | $1.6M |
| Great Waters Wealth Management | 0.17% | Reduce -1.0% | 39,378 | $1.6M |
| TradeWell Securities, LLC. | 0.66% | New | 38,996 | $1.6M |
| Mariner, LLC | 0.00% | Add +9.9% | 37,770 | $1.5M |
| North Forty Two & Co. | 1.40% | Reduce -0.8% | 37,681 | $1.5M |
| Sovran Advisors, LLC | 0.12% | Reduce -1.7% | 37,227 | $1.5M |
| Black Diamond Financial, LLC | 0.16% | Reduce -2.6% | 37,376 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +5.1% | 37,041 | $1.5M |
| Strategic Financial Concepts, LLC | 0.37% | New | 37,015 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Reduce -25.4% | 35,409 | $1.4M |
| McAdam, LLC | 0.06% | Add +15.8% | 34,629 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Add +1.9% | 34,610 | $1.4M |
| AlTi Global, Inc. | 0.03% | No change | 34,563 | $1.4M |
| City Center Advisors, LLC | 1.27% | Add +5.1% | 34,109 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -11.6% | 33,865 | $1.4M |
| Capstone Wealth Management Group LLC | 0.83% | Reduce -3.5% | 33,415 | $1.3M |
| Napier Financial, LLC | 0.30% | Reduce -1.4% | 32,501 | $1.3M |
| Signal Advisors Wealth, LLC | 0.09% | Add +2.0% | 32,443 | $1.3M |
| Tactive Advisors, LLC | 0.36% | Add +3.6% | 32,166 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +2.8% | 31,761 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +1.0% | 30,492 | $1.2M |
| Shum Financial Group, Inc. | 0.86% | Add +1.2% | 30,352 | $1.2M |
| Csenge Advisory Group | 0.06% | Reduce -3.5% | 30,181 | $1.2M |
| Sagace Wealth Management LLC | 0.81% | Reduce -33.3% | 29,852 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | Add +109.3% | 29,237 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.9% | 27,408 | $1.1M |
| Sachetta, LLC | 0.59% | Add +2.1% | 27,062 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +27.6% | 26,920 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -4.4% | 26,898 | $1.1M |
| Fifth Third Bancorp | 0.00% | New | 26,703 | $1.1M |
| Soltis Investment Advisors LLC | 0.07% | Reduce -55.0% | 26,496 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -55.1% | 26,447 | $1.1M |
| AEGON USA Investment Management, LLC | 1.04% | Reduce -37.8% | 26,300 | $1.1M |
| Nordwand Advisors, LLC | 0.18% | Reduce -38.3% | 26,112 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +1.1% | 25,652 | $1.0M |
| Lido Advisors, LLC | 0.00% | Reduce -26.7% | 25,148 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | No change | 25,000 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.6% | 24,618 | $988K |
| Opulen Financial Group LLC | 0.68% | Reduce -7.4% | 23,995 | $963K |
| Naples Global Advisors, LLC | 0.07% | Reduce -2.0% | 23,320 | $936K |
| Richardson Financial Services Inc. | 0.57% | Reduce -1.6% | 22,814 | $916K |
| Betterment LLC | 0.00% | Add +8.3% | 22,781 | $914K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -2.6% | 22,769 | $914K |
| Perissos Private Wealth Management, LLC | 0.78% | Reduce -63.3% | 22,470 | $902K |
| Flagstar Securities, Inc. | 0.32% | Add +1.2% | 22,316 | $896K |
| BOS Asset Management, LLC | 0.23% | No change | 22,029 | $884K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -68.4% | 21,932 | $880K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.5% | 21,824 | $876K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -39.6% | 21,565 | $866K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -12.4% | 21,404 | $859K |
| XTX Topco Ltd | 0.01% | Add +195.2% | 21,301 | $855K |
| SHP Wealth Management | 0.06% | Reduce -5.5% | 21,185 | $850K |
| Vise Technologies, Inc. | 0.02% | No change | 20,581 | $849K |
| First City Capital Management, Inc. | 0.45% | Add +2.1% | 21,110 | $847K |
| Hillsdale Investment Management Inc. | 0.02% | Add +29.8% | 21,020 | $844K |
| Advisors Asset Management, Inc. | 0.01% | Add +4.6% | 20,748 | $833K |
| Parallel Advisors, LLC | 0.01% | Add +13.0% | 20,507 | $823K |
| Scotia Capital Inc. | 0.00% | Reduce -91.0% | 20,350 | $817K |
| Darwin Wealth Management, LLC | 0.25% | Reduce -4.3% | 20,137 | $808K |
| Prosperity Consulting Group, LLC | 0.04% | Add +9.6% | 19,661 | $789K |
| Novus Advisors, LLC | 1.72% | Add +3.4% | 19,107 | $767K |
| Focus Partners Wealth | 0.00% | Reduce -11.1% | 18,897 | $759K |
| Concord Asset Management, LLC | 0.13% | Reduce -8.0% | 18,823 | $756K |
| Stableford Capital II LLC | 0.27% | Add +51.9% | 17,907 | $719K |
| Transamerica Financial Advisors, LLC | 0.06% | Reduce -4.7% | 17,878 | $718K |
| HRT Financial LP | 0.00% | Reduce -97.8% | 17,878 | $717K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -13.9% | 17,426 | $699K |
| Fortis Capital Management LLC | 0.09% | Reduce -91.3% | 17,366 | $697K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -14.6% | 17,248 | $692K |
| Heritage Trust Co | 0.07% | No change | 17,035 | $684K |
| Prevail Innovative Wealth Advisors, LLC | 0.11% | Reduce -95.5% | 16,926 | $679K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.2% | 16,672 | $669K |
| SBI Securities Co., Ltd. | 0.02% | Add +0.7% | 16,588 | $666K |
| 21 West Wealth Management LLC | 0.61% | Add +3.8% | 16,433 | $660K |
| Garden State Investment Advisory Services LLC | 0.16% | Add +9.1% | 16,203 | $650K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -83.7% | 16,141 | $648K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.1% | 16,140 | $648K |
| Spire Wealth Management | 0.02% | Add +24.3% | 16,017 | $643K |
| Invesco Ltd. | 0.00% | Add +3.1% | 15,743 | $632K |
| Medallion Wealth Advisors, LLC | 0.21% | Reduce -0.9% | 15,650 | $628K |
| Quartz Partners, LLC | 0.24% | Reduce -1.6% | 15,605 | $626K |
| WealthPoint Financial, LLC | 0.52% | Add +26.7% | 15,352 | $616K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.05% | Add +11.7% | 15,052 | $604K |
| BTS Asset Management, Inc. | 2.31% | Add +2.3% | 14,943 | $600K |
| Continuum Advisory, LLC | 0.06% | Add +4.7% | 14,875 | $597K |
| FSB Premier Wealth Management, Inc. | 0.19% | Add +4.3% | 14,741 | $592K |
| Gateway Wealth Partners, LLC | 0.02% | New | 14,661 | $589K |
| Verus Capital Partners, LLC | 0.04% | Reduce -2.2% | 14,473 | $581K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.5% | 14,453 | $580K |
| International Private Wealth Advisors LLC | 0.35% | Add +9.2% | 14,387 | $578K |
| Moors & Cabot, Inc. | 0.02% | Reduce -4.7% | 14,200 | $570K |
| Primoris Wealth Advisors, LLC | 0.39% | Reduce -8.1% | 13,854 | $556K |
| Parsons Capital Management Inc. | 0.03% | Reduce -17.9% | 13,819 | $555K |
| Wetzel Investment Advisors, Inc. | 0.22% | Add +32.8% | 13,778 | $553K |
| Ascent Group, LLC | 0.02% | Add +16.8% | 13,542 | $544K |
| Arete Wealth Advisors, LLC | 0.04% | Add +1.4% | 13,433 | $539K |
| NTV Asset Management LLC | 0.06% | No change | 13,400 | $538K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -19.7% | 13,372 | $537K |
| Quantum Portfolio Management LLC | 0.23% | Reduce -15.8% | 13,300 | $534K |
| Dimension Capital Management LLC | 0.07% | No change | 13,213 | $530K |
| Ridgeline Wealth Planning, LLC | 0.39% | Reduce -0.4% | 13,177 | $529K |
| Optima Capital LLC | 0.24% | Add +3.7% | 13,127 | $527K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.9% | 13,004 | $522K |
| SageView Advisory Group, LLC | 0.02% | Add +0.7% | 12,792 | $513K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.42% | Add +1.5% | 12,756 | $512K |
| Atria Investments, Inc | 0.01% | Add +87.9% | 12,687 | $509K |
| Brookwood Investment Group LLC | 0.06% | Reduce -0.3% | 12,630 | $507K |
| Legacy Wealth Partners, LLC | 0.13% | Add +8.2% | 12,596 | $506K |
| Greenwich Wealth Management LLC | 0.02% | Add +2.0% | 12,425 | $499K |
| CGN Advisors LLC | 0.04% | Add +32.3% | 12,423 | $499K |
| Creative Financial Designs Inc. | 0.03% | Add +2.5% | 12,242 | $491K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -3.0% | 11,965 | $480K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -34.6% | 11,788 | $473K |
| Fortis Group Advisors, LLC | 0.08% | Reduce -1.8% | 11,642 | $473K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -12.5% | 11,704 | $470K |
| Royal Fund Management, LLC | 0.04% | Add +5.7% | 11,661 | $468K |
| Lockerman Financial Group, Inc. | 0.84% | Add +17.9% | 11,595 | $465K |
| Refined Wealth Management | 0.29% | Reduce -94.8% | 11,371 | $456K |
| Balboa Wealth Partners | 0.08% | Add +2.1% | 11,318 | $454K |
| Jane Street Group, LLC | 0.00% | Reduce -99.2% | 11,186 | $449K |
| GE Investment Management Corp. | 0.18% | No change | 11,037 | $443K |
| Aletheian Wealth Advisors LLC | 0.22% | — | 11,004 | $442K |
| Bank of Marin | 0.32% | Add +14.3% | 10,825 | $435K |
| Milestone Asset Management, LLC | 0.08% | Add +32.6% | 10,615 | $426K |
| PFG Investments, LLC | 0.02% | Reduce -5.3% | 10,608 | $426K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,589 | $425K |
| World Investment Advisors | 0.01% | Reduce -43.2% | 10,498 | $421K |
| Mission Hills Financial Advisory, LLC | 0.21% | Reduce -25.7% | 10,128 | $407K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -29.4% | 10,074 | $404K |
| Investment Planning Advisors, Inc. | 0.11% | Add +6.5% | 9,860 | $396K |
| Compound Planning, Inc. | 0.01% | Add +51.4% | 9,799 | $393K |
| Sandro Wealth Management LLC | 0.31% | Add +0.9% | 9,667 | $388K |
| Huntleigh Advisors, Inc. | 0.07% | Add +2.0% | 9,538 | $383K |
| Cedrus Wealth Group LLC | 0.42% | Add +3.8% | 9,451 | $379K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 9,340 | $375K |
| Accel Wealth Management | 0.10% | Add +0.9% | 9,297 | $373K |
| Commerce Bank | 0.00% | Add +0.9% | 9,246 | $371K |
| FMR LLC | 0.00% | Add +2626.6% | 9,216 | $370K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -5.3% | 9,020 | $362K |
| Auour Investments LLC | 0.11% | Add +0.1% | 8,890 | $357K |
| Cumberland Partners Ltd | 0.03% | Add +6.5% | 8,869 | $356K |
| Adams Wealth Management | 0.08% | Reduce -17.1% | 8,839 | $355K |
| CacheTech Inc. | 0.07% | Reduce -17.1% | 8,839 | $355K |
| Balefire, LLC | 0.07% | Add +12.6% | 8,826 | $354K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.9% | 8,598 | $348K |
| PFG Advisors | 0.02% | Add +28.6% | 8,670 | $348K |
| Allworth Financial LP | 0.00% | Add +0.8% | 8,640 | $347K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -13.9% | 8,495 | $341K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -1.9% | 8,470 | $340K |
| Marshall Financial Group, LLC | 0.05% | Add +1.0% | 8,430 | $338K |
| ELCO Management Co., LLC | 0.16% | Reduce -20.8% | 8,400 | $337K |
| Arkadios Wealth Advisors | 0.01% | Add +9.2% | 8,392 | $337K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Add +9.5% | 8,379 | $336K |
| Jones Financial Companies LLLP | 0.00% | Add +3.0% | 8,402 | $335K |
| Pathstone Holdings, LLC | 0.00% | Reduce -93.3% | 8,197 | $329K |
| Kovack Advisors, Inc. | 0.02% | Reduce -1.3% | 8,032 | $321K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.1% | 7,918 | $316K |
| Patten Group, Inc. | 0.05% | Reduce -27.9% | 7,843 | $315K |
| Planned Solutions, Inc. | 0.10% | Add +0.8% | 7,840 | $315K |
| Clearstead Trust, LLC | 0.05% | No change | 7,700 | $309K |
| Sepio Capital, LP | 0.02% | No change | 7,600 | $305K |
| Dakota Wealth Management | 0.01% | Add +4.6% | 7,521 | $302K |
| Navis Wealth Advisors, LLC | 0.15% | No change | 7,500 | $301K |
| Capital CS Group, LLC | 0.62% | Add +1.5% | 7,478 | $300K |
| Gradient Investments LLC | 0.00% | Add +25.4% | 7,416 | $298K |
| Rooted Wealth Advisors, Inc. | 0.08% | Reduce -4.9% | 7,330 | $297K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -2.1% | 7,390 | $297K |
| ShoreHaven Wealth Partners, LLC | 0.11% | Reduce -37.3% | 7,332 | $294K |
| Midwest Trust Co | 0.00% | No change | 7,286 | $292K |
| NewEdge Wealth, LLC | 0.00% | New | 7,283 | $292K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.1% | 7,230 | $290K |
| HB Wealth Management, LLC | 0.00% | New | 7,153 | $287K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -0.9% | 7,089 | $285K |
| Richmond Investment Services, LLC | 0.05% | No change | 7,082 | $284K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -4.4% | 6,902 | $277K |
| Independent Advisor Alliance | 0.00% | New | 6,885 | $276K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 6,851 | $275K |
| Endowment Wealth Management, Inc. | 0.12% | Add +7.0% | 6,834 | $274K |
| Quantinno Capital Management LP | 0.00% | No change | 6,823 | $274K |
| Outlook Wealth Advisors, LLC | 0.07% | Add +1.0% | 6,725 | $270K |
| Madison Wealth Partners, Inc | 0.04% | No change | 6,689 | $268K |
| Stronghold Wealth Management L.L.C. | 0.40% | Add +0.2% | 6,608 | $265K |
| Tortoise Investment Management, LLC | 0.02% | No change | 6,580 | $264K |
| Darden Wealth Group Inc | 0.13% | Reduce -31.6% | 6,500 | $261K |
| Iams Wealth Management, LLC | 0.09% | Add +7.5% | 6,463 | $259K |
| Mirador Capital Partners LP | 0.04% | Add +0.5% | 6,446 | $259K |
| Sei Investments Co. | 0.00% | Reduce -12.9% | 6,442 | $259K |
| ACT Advisors, LLC. | 0.11% | Reduce -96.9% | 6,410 | $257K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 6,280 | $252K |
| Advance Capital Management, Inc. | 0.01% | New | 6,232 | $250K |
| Sowell Financial Services LLC | 0.01% | Add +16.6% | 6,209 | $249K |
| J2 Capital Management Inc | 0.17% | Add +22.9% | 6,177 | $248K |
| Sterling Investment Counsel, LLC | 0.07% | New | 6,160 | $247K |
| Axis Wealth Partners, LLC | 0.13% | Add +1.5% | 6,084 | $244K |
| Gallacher Capital Management LLC | 0.09% | No change | 6,057 | $243K |
| RFG Holdings, Inc. | 0.06% | No change | 5,996 | $241K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -0.8% | 5,961 | $239K |
| Decker Wealth Management LLC | 0.05% | New | 5,932 | $238K |
| Wealth Watch Advisors, INC | 0.10% | Add +50.1% | 5,929 | $238K |
| Mgo One Seven LLC | 0.00% | New | 5,848 | $235K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -1.4% | 5,808 | $233K |
| Private Trust Co. NA | 0.02% | Reduce -3.8% | 5,803 | $233K |
| One Capital Management, LLC | 0.01% | New | 5,776 | $232K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -2.9% | 5,679 | $228K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,567 | $224K |
| Global Financial Private Client, LLC | 0.07% | Add +2.4% | 5,430 | $218K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +2.0% | 5,365 | $214K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -91.7% | 5,293 | $212K |
| Pinion Investment Advisors, LLC | 0.05% | Reduce -3.6% | 5,276 | $212K |
| Rakuten Securities, Inc. | 0.09% | Add +553.4% | 5,214 | $209K |
| PCB Capital LLC | 0.33% | New | 5,197 | $209K |
| First Citizens Bank & Trust Co. | 0.00% | New | 5,131 | $206K |
| Belpointe Asset Management LLC | 0.01% | New | 5,130 | $206K |
| Beta Wealth Group, Inc. | 0.09% | Reduce -96.8% | 5,128 | $206K |
| Composition Wealth, LLC | 0.00% | Reduce -50.3% | 5,062 | $203K |
| CX Institutional | 0.01% | Reduce -35.0% | 5,001 | $201K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Add +14.2% | 4,929 | $198K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.9% | 4,656 | $187K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -10.0% | 3,930 | $158K |
| IFP Advisors, Inc | 0.00% | Reduce -48.1% | 3,262 | $131K |
| SouthState Bank Corp | 0.01% | New | 3,000 | $120K |
| Strategic Investment Advisors / MI | 0.01% | New | 2,952 | $118K |
| YANKCOM Partnership | 0.05% | No change | 2,936 | $118K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.3% | 2,764 | $110K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 2,424 | $97K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 2,347 | $94K |
| Root Financial Partners, LLC | 0.00% | Add +32683.3% | 1,967 | $79K |
| Beacon Capital Management, Inc. | 0.00% | Add +129.1% | 1,938 | $78K |
| Richard W. Paul & Associates, LLC | 0.03% | Add +1.1% | 1,894 | $76K |
| Blair William & Co. | 0.00% | New | 1,787 | $72K |
| Stance Capital LLC | 0.03% | New | 1,718 | $69K |
| Ancora Advisors LLC | 0.00% | No change | 1,540 | $62K |
| Triumph Capital Management | 0.01% | Add +5.4% | 1,510 | $61K |
| Colonial Trust Co / SC | 0.01% | No change | 1,500 | $60K |
| MCF Advisors LLC | 0.00% | Reduce -23.2% | 1,423 | $57K |
| Citigroup Inc. | 0.00% | New | 1,330 | $53K |
| Simplex Trading, LLC | 0.00% | Add +68.7% | 1,297 | $52K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 1,225 | $49K |
| KM Capital Management Ltd. | 0.03% | New | 1,195 | $49K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.9% | 1,134 | $46K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 1,098 | $44K |
| Community Bank, N.A. | 0.00% | No change | 955 | $38K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 937 | $38K |
| Paladin Advisory Group, LLC | 0.03% | No change | 925 | $37K |
| PFS Partners, LLC | 0.02% | No change | 874 | $35K |
| Hollencrest Capital Management | 0.00% | Reduce -69.8% | 873 | $35K |
| Signature Equity Partners, LLC | 0.02% | Add +1453.2% | 730 | $29K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 704 | $28K |
| Arax Advisory Partners | 0.00% | Reduce -92.6% | 595 | $24K |
| Scarborough Advisors, LLC | 0.00% | Add +1.1% | 557 | $22K |
| Caldwell Trust Co | 0.00% | No change | 546 | $22K |
| Sound Income Strategies, LLC | 0.00% | Reduce -50.1% | 540 | $22K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 520 | $21K |
| Eastern Bank | 0.00% | No change | 395 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 388 | $16K |
| Abound Financial, LLC | 0.01% | Reduce -50.0% | 386 | $15K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 375 | $15K |
| Capital Analysts, LLC | 0.00% | Add +10.1% | 327 | $14K |
| Evermay Wealth Management LLC | 0.00% | New | 348 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 274 | $11K |
| Park National Corp. | 0.00% | New | 256 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 214 | $9K |
| City Holding Co. | 0.00% | No change | 200 | $8K |
| Clear Investment Research, LLC | 0.01% | New | 137 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 133 | $5K |
| Tidemark, LLC | 0.00% | No change | 127 | $5K |
| Indiana Trust & Investment Management Co | 0.00% | New | 126 | $5K |
| MBM Wealth Consultants, LLC | 0.00% | New | 118 | $5K |
| Horizon Investments, LLC | 0.00% | Reduce -100.0% | 110 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 100 | $4K |
| Hughes Financial Services, LLC | 0.00% | No change | 88 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 85 | $3K |
| Kingdom Financial Group LLC. | 0.00% | No change | 85 | $3K |
| Vision Retirement, LLC | 0.00% | No change | 83 | $3K |
| Rossby Financial, LCC | 0.00% | Reduce -86.0% | 82 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 81 | $3K |
| Covestor Ltd | 0.00% | Add +100.0% | 64 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 75 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +4.4% | 71 | $3K |
| Evolution Wealth Management Inc. | 0.00% | Reduce -15.2% | 67 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -21.8% | 61 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 60 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 57 | $2K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 47 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -57.0% | 43 | $2K |
| Burk Holdings LLC | 0.00% | New | 43 | $2K |
| Basepoint Wealth LLC | 0.00% | Add +9.4% | 35 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 35 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -51.6% | 31 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 31 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -44.2% | 29 | $1K |
| Palladiem, LLC | 0.00% | Reduce -99.4% | 16 | $646 |
| Fairman Group, LLC | 0.00% | New | 12 | $482 |
| Park Square Financial Group, LLC | 0.00% | No change | 7 | $281 |
| WPG Advisers, LLC | 0.00% | No change | 5 | $201 |
| Key Capital Management, INC | 0.00% | Add +400.0% | 5 | $201 |
| Addison Advisors LLC | 0.00% | No change | 3 | $121 |
| Lodestone Wealth Management LLC | 0.00% | Reduce -99.6% | 2 | $80 |
| Luken Investment Analytics, LLC | 0.00% | Reduce -99.9% | 1 | $20 |
"% 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.