Janus Henderson B-BBB CLO ETF(JBBB)

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Janus Henderson B-BBB CLO ETF(JBBB)

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$47.32—

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JBBB(JBBB)

JBBB

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Institutional Ownership

Top 233 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	716.66K	Jun 30, 26	+79.67K	2.40%
ENVESTNET ASSET MANAGEMENT INC	479.93K	Jun 30, 26	+417.35K	1.61%
Bank of New York Mellon Corp	387.82K	Jun 30, 26	+363.04K	1.30%
TT Capital Management LLC	289.73K	Jun 30, 26	+7.57K	0.97%
Wright Fund Management, LLC	276.20K	Jun 30, 26	--	0.92%
Border to Coast Pensions Partnership Ltd	275.00K	Jun 30, 26	+10.00K	0.92%
Banco BTG Pactual S.A.	264.83K	Jun 30, 26	+48.94K	0.89%
AE Wealth Management LLC	255.45K	Jun 30, 26	-16.44K	0.85%
EPIQ PARTNERS, LLC	251.78K	Jun 30, 26	-4.26K	0.84%
AdvisorNet Financial, Inc	151.81K	Jun 30, 26	+23.31K	0.51%
Foguth Wealth Management, LLC.	148.46K	Jun 30, 26	+143.33K	0.50%
Destiny Wealth Partners, LLC	143.36K	Jun 30, 26	-95.23K	0.48%
Nilsine Partners, LLC	140.48K	Jun 30, 26	-5.50K	0.47%
Financial Enhancement Group LLC	137.19K	Jun 30, 26	+5.01K	0.46%
WT Wealth Management	135.64K	Jun 30, 26	+14.23K	0.45%
CV Advisors LLC	112.17K	Jun 30, 26	+1.24K	0.38%
MGO ONE SEVEN LLC	92.24K	Jun 30, 26	-6.68K	0.31%
Sowell Financial Services LLC	91.65K	Jun 30, 26	+1.26K	0.31%
Envestnet Portfolio Solutions, Inc.	90.96K	Jun 30, 26	+90.96K	0.30%
Keeler THomas Management LLC	90.23K	Jun 30, 26	-11.79K	0.30%
Auour Investments LLC	84.61K	Jun 30, 26	+19.98K	0.28%
CONNING INC.	84.40K	Jun 30, 26	+84.40K	0.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	78.45K	Jun 30, 26	+28.69K	0.26%
Paragon Advisors, LLC	69.94K	Jun 30, 26	-9.26K	0.23%
FIRETHORN WEALTH PARTNERS, LLC	69.03K	Jun 30, 26	+6.79K	0.23%
Impact Partnership Wealth, LLC	64.19K	Jun 30, 26	+14.84K	0.21%
TRUIST FINANCIAL CORP	62.13K	Jun 30, 26	+39.92K	0.21%
Janney Montgomery Scott LLC	57.97K	Jun 30, 26	-3.12K	0.19%
Central Pacific Bank - Trust Division	57.41K	Jun 30, 26	+57.41K	0.19%
Private Advisory Group LLC	54.12K	Jun 30, 26	+12.75K	0.18%
Kathmere Capital Management, LLC	49.32K	Jun 30, 26	+5.88K	0.16%
Geneos Wealth Management Inc.	48.16K	Jun 30, 26	-38.41K	0.16%
Ridgeline Wealth, LLC	47.58K	Jun 30, 26	-11.25K	0.16%
PARK AVENUE SECURITIES LLC	44.60K	Jun 30, 26	+1.10K	0.15%
Maridea Wealth Management LLC	42.20K	Jun 30, 26	-3.44K	0.14%
MML INVESTORS SERVICES, LLC	39.75K	Jun 30, 26	+1.35K	0.13%
IFP Advisors, Inc	39.66K	Jun 30, 26	+397	0.13%
PNC FINANCIAL SERVICES GROUP, INC.	38.19K	Jun 30, 26	+38.19K	0.13%
Cambridge Investment Research Advisors, Inc.	37.38K	Jun 30, 26	+4.54K	0.13%
INDEPENDENT FINANCIAL GROUP, LLC	36.62K	Jun 30, 26	-246.64K	0.12%
PFG Advisors	35.26K	Jun 30, 26	+562	0.12%
J. Safra Sarasin Holding AG	35.00K	Jun 30, 26	--	0.12%
Diversified Portfolios, Inc.	29.44K	Jun 30, 26	+3.90K	0.10%
Cooper Financial Group	28.23K	Jun 30, 26	-6.25K	0.09%
4WEALTH ADVISORS, INC.	25.81K	Jun 30, 26	+1.72K	0.09%
Total Clarity Wealth Management, Inc.	25.31K	Jun 30, 26	-13.17K	0.08%
Kestra Advisory Services, LLC	24.94K	Jun 30, 26	+2.01K	0.08%
J.W. COLE ADVISORS, INC.	23.59K	Jun 30, 26	+15.81K	0.08%
KG&L Capital Management,LLC	22.87K	Jun 30, 26	+18	0.08%
Portside Wealth Group, LLC	22.81K	Jun 30, 26	+1.65K	0.08%
Hidden Cove Wealth Management, LLC	21.76K	Jun 30, 26	-3.96K	0.07%
TCG Advisory Services, LLC	20.75K	Jun 30, 26	-22.55K	0.07%
Cadent Capital Advisors, LLC	20.29K	Jun 30, 26	-6.25K	0.07%
DIVERSIFY WEALTH MANAGEMENT, LLC	19.54K	Jun 30, 26	-6.41K	0.07%
HighTower Advisors, LLC	19.44K	Jun 30, 26	-750	0.07%
Ethos Financial Group, LLC	19.02K	Jun 30, 26	-2.92K	0.06%
Sage Mountain Advisors LLC	16.80K	Jun 30, 26	-710	0.06%
Strong Tower Advisory Services	16.22K	Jun 30, 26	+776	0.05%
Camelot Portfolios, LLC	15.12K	Jun 30, 26	+420	0.05%
CGN Advisors LLC	14.03K	Jun 30, 26	+584	0.05%
MBL Wealth, LLC	13.36K	Jun 30, 26	-8.88K	0.04%
Almanack Investment Partners, LLC.	13.35K	Jun 30, 26	+6.91K	0.04%
Signal Advisors Wealth, LLC	13.30K	Jun 30, 26	-1.22K	0.04%
QTR Family Wealth, LLC	12.87K	Jun 30, 26	-413	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	12.33K	Jun 30, 26	-9.33K	0.04%
EAGLE GLOBAL ADVISORS LLC	11.78K	Jun 30, 26	--	0.04%
Brookstone Capital Management	10.93K	Jun 30, 26	+1.21K	0.04%
Accurate Wealth Management, LLC	10.89K	Jun 30, 26	+10.89K	0.04%
Atria Investments, Inc	10.62K	Jun 30, 26	+4.80K	0.04%
Farther Finance Advisors, LLC	10.49K	Jun 30, 26	+344	0.04%
GK Wealth Management LLC	10.42K	Jun 30, 26	+10.42K	0.03%
Private Advisor Group, LLC	10.31K	Jun 30, 26	-6.77K	0.03%
TBH Global Asset Management, LLC	10.30K	Jun 30, 26	+10.30K	0.03%
Summit Financial Strategies, Inc.	9.32K	Jun 30, 26	-3.29K	0.03%
Dougherty Wealth Advisers LLC	8.85K	Jun 30, 26	+3.52K	0.03%
Pullen Investment Management, LLC	8.45K	Jun 30, 26	-225	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.39K	Jun 30, 26	+8.39K	0.03%
Carrera Capital Advisors	8.22K	Jun 30, 26	+2.48K	0.03%
Continuum Advisory, LLC	7.80K	Jun 30, 26	-32.11K	0.03%
PRINCIPAL SECURITIES, INC.	7.79K	Jun 30, 26	+7.79K	0.03%
E&G Advisors, LP	7.60K	Jun 30, 26	--	0.03%
Marshall Financial Group LLC	7.39K	Jun 30, 26	-413	0.02%
INTEGRAL INVESTMENT ADVISORS, INC.	7.36K	Jun 30, 26	--	0.02%
Clearstead Advisors, LLC	7.10K	Jun 30, 26	+7.10K	0.02%
Fortis Group Advisors, LLC	6.41K	Jun 30, 26	-875	0.02%
Valeo Financial Advisors, LLC	6.32K	Jun 30, 26	+91	0.02%
Sage Advisory Services, Ltd.Co.	5.75K	Jun 30, 26	+5.75K	0.02%
Triumph Capital Management	5.70K	Jun 30, 26	-3.47K	0.02%
Magnolia Private Wealth, LLC	5.62K	Jun 30, 26	+747	0.02%
LifeGoal Wealth Advisors	4.79K	Jun 30, 26	-739	0.02%
Global View Capital Management LLC	4.53K	Jun 30, 26	+4.53K	0.02%
Revisor Wealth Management LLC	4.32K	Jun 30, 26	-345	0.01%
Uptown Financial Advisors LLC	4.26K	Jun 30, 26	+4.26K	0.01%
Union Bancaire Privee, UBP SA	3.53K	Jun 30, 26	--	0.01%
Financial Network Wealth Advisors LLC	1.12K	Jun 30, 26	-47	0.00%
Crewe Advisors LLC	856	Jun 30, 26	+400	0.00%
FIFTH THIRD BANCORP	793	Jun 30, 26	+393	0.00%
NBC SECURITIES, INC.	443	Jun 30, 26	+443	0.00%
Global Retirement Partners, LLC	281	Jun 30, 26	+281	0.00%
Darwin Wealth Management, LLC	265	Jun 30, 26	+2	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	140	Jun 30, 26	+140	0.00%
MATHER GROUP, LLC.	108	Jun 30, 26	-671	0.00%
ASSETMARK, INC	48	Jun 30, 26	+48	0.00%
PRIVATE TRUST CO NA	20	Jun 30, 26	+6	0.00%
Buck Wealth Strategies, LLC	19	Jun 30, 26	+19	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	17	Jun 30, 26	+17	0.00%
Cornerstone Planning Group LLC	11	Jun 30, 26	-6	0.00%
Activest Wealth Management	--	Jun 30, 26	-6.87K	--
WESBANCO BANK INC	--	Jun 30, 26	-5.00K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-3	--
Able Wealth Management LLC	--	Jun 30, 26	-7.53K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-9.75K	--
EPG Wealth Management LLC	--	Jun 30, 26	-33	--
INSPIRION WEALTH ADVISORS, LLC	--	Jun 30, 26	-7.87K	--
Insight Wealth Strategies, LLC	--	Jun 30, 26	-173.27K	--
Park Square Financial Group, LLC	--	Jun 30, 26	-6	--
Bogart Wealth, LLC	--	Jun 30, 26	-466	--
Bryn Mawr Capital Management, LLC	--	Jun 30, 26	-5.44K	--
Pictet North America Advisors SA	--	Jun 30, 26	-13.78K	--
Apollon Wealth Management, LLC	--	Jun 30, 26	-5.83K	--
Sigma Planning Corp	--	Jun 30, 26	-15.82K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-257	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Jun 30, 26	-47.34K	--
Pathstone Holdings, LLC	650.15K	Mar 31, 26	+112.80K	2.17%
BANK OF AMERICA CORP /DE/	500.18K	Mar 31, 26	+381.31K	1.67%
UBS Group AG	425.92K	Mar 31, 26	+116.88K	1.42%
Destiny Wealth Partners, LLC	238.59K	Mar 31, 26	-42.20K	0.80%
Sanctuary Advisors, LLC	234.76K	Mar 31, 26	+41.25K	0.79%
Banco BTG Pactual S.A.	215.89K	Mar 31, 26	+215.89K	0.72%
MORGAN STANLEY	203.94K	Mar 31, 26	+201.10K	0.68%
Summit Financial, LLC	177.42K	Mar 31, 26	+1.24K	0.59%
AMERIPRISE FINANCIAL INC	157.35K	Mar 31, 26	-32.22K	0.53%
CacheTech Inc.	150.74K	Mar 31, 26	-1.34K	0.50%
Adams Wealth Management	144.42K	Mar 31, 26	-234	0.48%
ADVISOR GROUP HOLDINGS, INC.	107.53K	Mar 31, 26	+2.54K	0.36%
Foundations Investment Advisors, LLC	107.50K	Mar 31, 26	-14.40K	0.36%
Geneos Wealth Management Inc.	86.56K	Mar 31, 26	-46.38K	0.29%
US BANCORP \DE\	82.72K	Mar 31, 26	+82.35K	0.28%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	59.41K	Mar 31, 26	-9.12K	0.20%
Clark Capital Management Group, Inc.	56.62K	Mar 31, 26	+4.70K	0.19%
Gibbs Wealth Management	53.04K	Mar 31, 26	+19.63K	0.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	52.79K	Mar 31, 26	+33.15K	0.18%
NewEdge Wealth, LLC	48.88K	Mar 31, 26	+48.88K	0.16%
Stratos Wealth Partners, LTD.	45.42K	Mar 31, 26	-2.45K	0.15%
MML INVESTORS SERVICES, LLC	38.40K	Mar 31, 26	+17.09K	0.13%
Vista Private Wealth Partners. LLC	37.99K	Mar 31, 26	+19.97K	0.13%
Advisory Alpha, LLC	34.69K	Mar 31, 26	+34.69K	0.12%
SMITH, MOORE & CO.	29.32K	Mar 31, 26	+29.32K	0.10%
STIFEL FINANCIAL CORP	28.11K	Mar 31, 26	+1.08K	0.09%
JANE STREET GROUP, LLC	27.92K	Mar 31, 26	-435.07K	0.09%
L2 Asset Management, LLC	26.60K	Mar 31, 26	+2.41K	0.09%
Bank of New York Mellon Corp	24.79K	Mar 31, 26	-1.58K	0.08%
KG&L Capital Management,LLC	22.85K	Mar 31, 26	+3.29K	0.08%
Ethos Financial Group, LLC	21.93K	Mar 31, 26	-21.10K	0.07%
Tower Research Capital LLC (TRC)	21.77K	Mar 31, 26	-36.74K	0.07%
Colony Group, LLC	20.42K	Mar 31, 26	-2.85K	0.07%
Talon Private Wealth, LLC	19.16K	Mar 31, 26	+19.16K	0.06%
Ancora Advisors, LLC	17.03K	Mar 31, 26	-7.10K	0.06%
Sigma Planning Corp	15.82K	Mar 31, 26	-832	0.05%
Jefferies Financial Group Inc.	14.66K	Mar 31, 26	-1.41K	0.05%
Independent Advisor Alliance	12.48K	Mar 31, 26	+12.48K	0.04%
NewEdge Advisors, LLC	11.85K	Mar 31, 26	-4.32K	0.04%
GOLDMAN SACHS GROUP INC	10.61K	Mar 31, 26	-164.14K	0.04%
Navis Wealth Advisors, LLC	10.57K	Mar 31, 26	-6.82K	0.04%
Rockefeller Capital Management L.P.	10.19K	Mar 31, 26	-22.35K	0.03%
Aptus Capital Advisors, LLC	8.86K	Mar 31, 26	+8	0.03%
IHT Wealth Management, LLC	7.77K	Mar 31, 26	-137	0.03%
Betterment LLC	6.96K	Mar 31, 26	+821	0.02%
Advisory Services Network, LLC	6.67K	Mar 31, 26	-70	0.02%
BTS Asset Management, Inc.	6.43K	Mar 31, 26	+124	0.02%
Mariner, LLC	6.43K	Mar 31, 26	+1.28K	0.02%
Cerity Partners LLC	5.85K	Mar 31, 26	+5.85K	0.02%
SIMPLEX TRADING, LLC	5.70K	Mar 31, 26	-20.64K	0.02%
Advyzon Investment Management, LLC	5.62K	Mar 31, 26	+825	0.02%
Pensionmark Financial Group, LLC	5.45K	Mar 31, 26	-1.77K	0.02%
Orion Capital Management LLC	5.39K	Mar 31, 26	-3.16K	0.02%
INSIGNEO ADVISORY SERVICES, LLC	5.32K	Mar 31, 26	+5.32K	0.02%
Sloy Dahl & Holst, LLC	4.67K	Mar 31, 26	--	0.02%
Wealthspire Advisors, LLC	4.41K	Mar 31, 26	--	0.01%
Anfield Capital Management, LLC	3.66K	Mar 31, 26	-92.84K	0.01%
CWM, LLC	1.96K	Mar 31, 26	-604	0.01%
Allworth Financial LP	1.94K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	1.10K	Mar 31, 26	-410	0.00%
Newbridge Financial Services Group, Inc.	933	Mar 31, 26	--	0.00%
Waverly Advisors, LLC	544	Mar 31, 26	+544	0.00%
ROYAL BANK OF CANADA	381	Mar 31, 26	-4.85K	0.00%
NATIONAL BANK OF CANADA /FI/	36	Mar 31, 26	-10.04K	0.00%
JPMORGAN CHASE & CO	26	Mar 31, 26	-410.53K	0.00%
WELLS FARGO & COMPANY/MN	13	Mar 31, 26	-2.17K	0.00%
BROWN, LISLE/CUMMINGS, INC.	11	Mar 31, 26	+11	0.00%
Diversify Advisory Services, LLC	--	Mar 31, 26	-24.82K	--
IFG Advisory, LLC	--	Mar 31, 26	-6.50K	--
HRT FINANCIAL LP	--	Mar 31, 26	-4.36K	--
Asset Allocation Strategies LLC	--	Mar 31, 26	-5.20K	--
SSI INVESTMENT MANAGEMENT LLC	--	Mar 31, 26	-82.09K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-6	--
Verity Asset Management, Inc.	--	Mar 31, 26	-9.59K	--
CAPTRUST FINANCIAL ADVISORS	--	Mar 31, 26	-6.51K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-10.23K	--
IEQ CAPITAL, LLC	--	Mar 31, 26	-7.11K	--
Pallas Capital Advisors LLC	--	Mar 31, 26	-481.56K	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-8.94K	--
Strategic Advocates LLC	--	Mar 31, 26	-3.69K	--
AXS Investments LLC	--	Mar 31, 26	-32.90K	--
BANK OF MONTREAL /CAN/	--	Mar 31, 26	-63.35K	--
Verition Fund Management LLC	--	Mar 31, 26	-20.27K	--
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-5.19K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-45.23K	--
Fortis Capital Management LLC	--	Mar 31, 26	-23.02K	--
DELPHI FINANCIAL GROUP, INC.	--	Mar 31, 26	-25.00K	--
CIBC Private Wealth Group, LLC	113	Dec 31, 25	-343	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-100	--
Abich Financial Wealth Management LLC	330	Sep 30, 25	+330	0.00%
Sebold Capital Management, Inc.	22.86K	Jun 30, 25	+2.96K	0.08%
Scott Marsh Financial, LLC	9.76K	Jun 30, 25	+9.76K	0.03%
First Horizon Advisors, Inc.	51	Jun 30, 25	+51	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-65.70K	--
Capital A Wealth Management, LLC	--	Jun 30, 25	-10	--
Copperwynd Financial, LLC	--	Jun 30, 25	-46.42K	--
Orion Portfolio Solutions, LLC	40.97K	Mar 31, 25	-312	0.14%
AlphaQ Advisors LLC	30.11K	Mar 31, 25	+30.11K	0.10%
Transform Wealth, LLC	--	Mar 31, 25	-93.55K	--
GG Group Ventures, LLC	147.87K	Dec 31, 24	+29.50K	0.49%
Bison Wealth, LLC	43.93K	Dec 31, 24	+2.75K	0.15%
TrinityPoint Wealth, LLC	9.60K	Dec 31, 24	-111	0.03%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	62.93K	Sep 30, 24	+1.02K	0.21%
SYSTM Wealth Solutions LLC	45	Sep 30, 24	-24	0.00%
Raymond James Financial Services Advisors, Inc.	--	Sep 30, 24	-4.67K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	10.65K	Jun 30, 24	+5.21K	0.04%
Crestone Asset Management LLC	589.68K	Mar 31, 24	+589.68K	1.97%
Strategic Wealth Partners Group LLC	9.63K	Mar 31, 24	+9.63K	0.03%
WEALTHSOURCE PARTNERS, LLC	13.95K	Dec 31, 23	+13.95K	0.05%
KCS Wealth Advisory	40.05K	Sep 30, 23	+15.93K	0.13%

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Holder

Date

Change

% Held

LPL Financial LLC

716.66K

Jun 30, 26

+79.67K

2.40%

ENVESTNET ASSET MANAGEMENT INC

479.93K

Jun 30, 26

+417.35K

1.61%

Bank of New York Mellon Corp

387.82K

Jun 30, 26

+363.04K

1.30%

TT Capital Management LLC

289.73K

Jun 30, 26

+7.57K

0.97%

Wright Fund Management, LLC

276.20K

Jun 30, 26

0.92%

Border to Coast Pensions Partnership Ltd

275.00K

Jun 30, 26

+10.00K

0.92%

Banco BTG Pactual S.A.

264.83K

Jun 30, 26

+48.94K

0.89%

AE Wealth Management LLC

255.45K

Jun 30, 26

-16.44K

0.85%

EPIQ PARTNERS, LLC

251.78K

Jun 30, 26

-4.26K

0.84%

AdvisorNet Financial, Inc

151.81K

Jun 30, 26

+23.31K

0.51%

Foguth Wealth Management, LLC.

148.46K

Jun 30, 26

+143.33K

0.50%

Destiny Wealth Partners, LLC

143.36K

Jun 30, 26

-95.23K

0.48%

Nilsine Partners, LLC

140.48K

Jun 30, 26

-5.50K

0.47%

Financial Enhancement Group LLC

137.19K

Jun 30, 26

+5.01K

0.46%

WT Wealth Management

135.64K

Jun 30, 26

+14.23K

0.45%

CV Advisors LLC

112.17K

Jun 30, 26

+1.24K

0.38%

MGO ONE SEVEN LLC

92.24K

Jun 30, 26

-6.68K

0.31%

Sowell Financial Services LLC

91.65K

Jun 30, 26

+1.26K

0.31%

Envestnet Portfolio Solutions, Inc.

90.96K

Jun 30, 26

+90.96K

0.30%

Keeler THomas Management LLC

90.23K

Jun 30, 26

-11.79K

0.30%

Auour Investments LLC

84.61K

Jun 30, 26

+19.98K

0.28%

CONNING INC.

84.40K

Jun 30, 26

+84.40K

0.28%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

78.45K

Jun 30, 26

+28.69K

0.26%

Paragon Advisors, LLC

69.94K

Jun 30, 26

-9.26K

0.23%

FIRETHORN WEALTH PARTNERS, LLC

69.03K

Jun 30, 26

+6.79K

0.23%

Impact Partnership Wealth, LLC

64.19K

Jun 30, 26

+14.84K

0.21%

TRUIST FINANCIAL CORP

62.13K

Jun 30, 26

+39.92K

0.21%

Janney Montgomery Scott LLC

57.97K

Jun 30, 26

-3.12K

0.19%

Central Pacific Bank - Trust Division

57.41K

Jun 30, 26

+57.41K

0.19%

Private Advisory Group LLC

54.12K

Jun 30, 26

+12.75K

0.18%

Kathmere Capital Management, LLC

49.32K

Jun 30, 26

+5.88K

0.16%

Geneos Wealth Management Inc.

48.16K

Jun 30, 26

-38.41K

0.16%

Ridgeline Wealth, LLC

47.58K

Jun 30, 26

-11.25K

0.16%

PARK AVENUE SECURITIES LLC

44.60K

Jun 30, 26

+1.10K

0.15%

Maridea Wealth Management LLC

42.20K

Jun 30, 26

-3.44K

0.14%

MML INVESTORS SERVICES, LLC

39.75K

Jun 30, 26

+1.35K

0.13%

IFP Advisors, Inc

39.66K

Jun 30, 26

+397

0.13%

PNC FINANCIAL SERVICES GROUP, INC.

38.19K

Jun 30, 26

+38.19K

0.13%

Cambridge Investment Research Advisors, Inc.

37.38K

Jun 30, 26

+4.54K

0.13%

INDEPENDENT FINANCIAL GROUP, LLC

36.62K

Jun 30, 26

-246.64K

0.12%

PFG Advisors

35.26K

Jun 30, 26

+562

0.12%

J. Safra Sarasin Holding AG

35.00K

Jun 30, 26

0.12%

Diversified Portfolios, Inc.

29.44K

Jun 30, 26

+3.90K

0.10%

Cooper Financial Group

28.23K

Jun 30, 26

-6.25K

0.09%

4WEALTH ADVISORS, INC.

25.81K

Jun 30, 26

+1.72K

0.09%

Total Clarity Wealth Management, Inc.

25.31K

Jun 30, 26

-13.17K

0.08%

Kestra Advisory Services, LLC

24.94K

Jun 30, 26

+2.01K

0.08%

J.W. COLE ADVISORS, INC.

23.59K

Jun 30, 26

+15.81K

0.08%

KG&L Capital Management,LLC

22.87K

Jun 30, 26

+18

0.08%

Portside Wealth Group, LLC

22.81K

Jun 30, 26

+1.65K

0.08%

Hidden Cove Wealth Management, LLC

21.76K

Jun 30, 26

-3.96K

0.07%

TCG Advisory Services, LLC

20.75K

Jun 30, 26

-22.55K

0.07%

Cadent Capital Advisors, LLC

20.29K

Jun 30, 26

-6.25K

0.07%

DIVERSIFY WEALTH MANAGEMENT, LLC

19.54K

Jun 30, 26

-6.41K

0.07%

HighTower Advisors, LLC

19.44K

Jun 30, 26

-750

0.07%

Ethos Financial Group, LLC

19.02K

Jun 30, 26

-2.92K

0.06%

Sage Mountain Advisors LLC

16.80K

Jun 30, 26

-710

0.06%

Strong Tower Advisory Services

16.22K

Jun 30, 26

+776

0.05%

Camelot Portfolios, LLC

15.12K

Jun 30, 26

+420

0.05%

CGN Advisors LLC

14.03K

Jun 30, 26

+584

0.05%

MBL Wealth, LLC

13.36K

Jun 30, 26

-8.88K

0.04%

Almanack Investment Partners, LLC.

13.35K

Jun 30, 26

+6.91K

0.04%

Signal Advisors Wealth, LLC

13.30K

Jun 30, 26

-1.22K

0.04%

QTR Family Wealth, LLC

12.87K

Jun 30, 26

-413

0.04%

COMMONWEALTH EQUITY SERVICES, LLC

12.33K

Jun 30, 26

-9.33K

0.04%

EAGLE GLOBAL ADVISORS LLC

11.78K

Jun 30, 26

0.04%

Brookstone Capital Management

10.93K

Jun 30, 26

+1.21K

0.04%

Accurate Wealth Management, LLC

10.89K

Jun 30, 26

+10.89K

0.04%

Atria Investments, Inc

10.62K

Jun 30, 26

+4.80K

0.04%

Farther Finance Advisors, LLC

10.49K

Jun 30, 26

+344

0.04%

GK Wealth Management LLC

10.42K

Jun 30, 26

+10.42K

0.03%

Private Advisor Group, LLC

10.31K

Jun 30, 26

-6.77K

0.03%

TBH Global Asset Management, LLC

10.30K

Jun 30, 26

+10.30K

0.03%

Summit Financial Strategies, Inc.

9.32K

Jun 30, 26

-3.29K

0.03%

Dougherty Wealth Advisers LLC

8.85K

Jun 30, 26

+3.52K

0.03%

Pullen Investment Management, LLC

8.45K

Jun 30, 26

-225

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.39K

Jun 30, 26

+8.39K

0.03%

Carrera Capital Advisors

8.22K

Jun 30, 26

+2.48K

0.03%

Continuum Advisory, LLC

7.80K

Jun 30, 26

-32.11K

0.03%

PRINCIPAL SECURITIES, INC.

7.79K

Jun 30, 26

+7.79K

0.03%

E&G Advisors, LP

7.60K

Jun 30, 26

0.03%

Marshall Financial Group LLC

7.39K

Jun 30, 26

-413

0.02%

INTEGRAL INVESTMENT ADVISORS, INC.

7.36K

Jun 30, 26

0.02%

Clearstead Advisors, LLC

7.10K

Jun 30, 26

+7.10K

0.02%

Fortis Group Advisors, LLC

6.41K

Jun 30, 26

-875

0.02%

Valeo Financial Advisors, LLC

6.32K

Jun 30, 26

+91

0.02%

Sage Advisory Services, Ltd.Co.

5.75K

Jun 30, 26

+5.75K

0.02%

Triumph Capital Management

5.70K

Jun 30, 26

-3.47K

0.02%

Magnolia Private Wealth, LLC

5.62K

Jun 30, 26

+747

0.02%

LifeGoal Wealth Advisors

4.79K

Jun 30, 26

-739

0.02%

Global View Capital Management LLC

4.53K

Jun 30, 26

+4.53K

0.02%

Revisor Wealth Management LLC

4.32K

Jun 30, 26

-345

0.01%

Uptown Financial Advisors LLC

4.26K

Jun 30, 26

+4.26K

0.01%

Union Bancaire Privee, UBP SA

3.53K

Jun 30, 26

0.01%

Financial Network Wealth Advisors LLC

1.12K

Jun 30, 26

-47

0.00%

Crewe Advisors LLC

856

Jun 30, 26

+400

0.00%

FIFTH THIRD BANCORP

793

Jun 30, 26

+393

0.00%

NBC SECURITIES, INC.

443

Jun 30, 26

+443

0.00%

Global Retirement Partners, LLC

281

Jun 30, 26

+281

0.00%

Darwin Wealth Management, LLC

265

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

140

Jun 30, 26

+140

0.00%

MATHER GROUP, LLC.

108

Jun 30, 26

-671

0.00%

ASSETMARK, INC

Jun 30, 26

+48

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+19

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

+17

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

-6

0.00%

Activest Wealth Management

Jun 30, 26

-6.87K

WESBANCO BANK INC

Jun 30, 26

-5.00K

Sound Income Strategies, LLC

Jun 30, 26

-3

Able Wealth Management LLC

Jun 30, 26

-7.53K

Belpointe Asset Management LLC

Jun 30, 26

-9.75K

EPG Wealth Management LLC

Jun 30, 26

-33

INSPIRION WEALTH ADVISORS, LLC

Jun 30, 26

-7.87K

Insight Wealth Strategies, LLC

Jun 30, 26

-173.27K

Park Square Financial Group, LLC

Jun 30, 26

-6

Bogart Wealth, LLC

Jun 30, 26

-466

Bryn Mawr Capital Management, LLC

Jun 30, 26

-5.44K

Pictet North America Advisors SA

Jun 30, 26

-13.78K

Apollon Wealth Management, LLC

Jun 30, 26

-5.83K

Sigma Planning Corp

Jun 30, 26

-15.82K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-257

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Jun 30, 26

-47.34K

Pathstone Holdings, LLC

650.15K

Mar 31, 26

+112.80K

2.17%

BANK OF AMERICA CORP /DE/

500.18K

Mar 31, 26

+381.31K

1.67%

UBS Group AG

425.92K

Mar 31, 26

+116.88K

1.42%

Destiny Wealth Partners, LLC

238.59K

Mar 31, 26

-42.20K

0.80%

Sanctuary Advisors, LLC

234.76K

Mar 31, 26

+41.25K

0.79%

Banco BTG Pactual S.A.

215.89K

Mar 31, 26

+215.89K

0.72%

MORGAN STANLEY

203.94K

Mar 31, 26

+201.10K

0.68%

Summit Financial, LLC

177.42K

Mar 31, 26

+1.24K

0.59%

AMERIPRISE FINANCIAL INC

157.35K

Mar 31, 26

-32.22K

0.53%

CacheTech Inc.

150.74K

Mar 31, 26

-1.34K

0.50%

Adams Wealth Management

144.42K

Mar 31, 26

-234

0.48%

ADVISOR GROUP HOLDINGS, INC.

107.53K

Mar 31, 26

+2.54K

0.36%

Foundations Investment Advisors, LLC

107.50K

Mar 31, 26

-14.40K

0.36%

Geneos Wealth Management Inc.

86.56K

Mar 31, 26

-46.38K

0.29%

US BANCORP \DE\

82.72K

Mar 31, 26

+82.35K

0.28%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

59.41K

Mar 31, 26

-9.12K

0.20%

Clark Capital Management Group, Inc.

56.62K

Mar 31, 26

+4.70K

0.19%

Gibbs Wealth Management

53.04K

Mar 31, 26

+19.63K

0.18%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

52.79K

Mar 31, 26

+33.15K

0.18%

NewEdge Wealth, LLC

48.88K

Mar 31, 26

+48.88K

0.16%

Stratos Wealth Partners, LTD.

45.42K

Mar 31, 26

-2.45K

0.15%

MML INVESTORS SERVICES, LLC

38.40K

Mar 31, 26

+17.09K

0.13%

Vista Private Wealth Partners. LLC

37.99K

Mar 31, 26

+19.97K

0.13%

Advisory Alpha, LLC

34.69K

Mar 31, 26

+34.69K

0.12%

SMITH, MOORE & CO.

29.32K

Mar 31, 26

+29.32K

0.10%

STIFEL FINANCIAL CORP

28.11K

Mar 31, 26

+1.08K

0.09%

JANE STREET GROUP, LLC

27.92K

Mar 31, 26

-435.07K

0.09%

L2 Asset Management, LLC

26.60K

Mar 31, 26

+2.41K

0.09%

Bank of New York Mellon Corp

24.79K

Mar 31, 26

-1.58K

0.08%

KG&L Capital Management,LLC

22.85K

Mar 31, 26

+3.29K

0.08%

Ethos Financial Group, LLC

21.93K

Mar 31, 26

-21.10K

0.07%

Tower Research Capital LLC (TRC)

21.77K

Mar 31, 26

-36.74K

0.07%

Colony Group, LLC

20.42K

Mar 31, 26

-2.85K

0.07%

Talon Private Wealth, LLC

19.16K

Mar 31, 26

+19.16K

0.06%

Ancora Advisors, LLC

17.03K

Mar 31, 26

-7.10K

0.06%

Sigma Planning Corp

15.82K

Mar 31, 26

-832

0.05%

Jefferies Financial Group Inc.

14.66K

Mar 31, 26

-1.41K

0.05%

Independent Advisor Alliance

12.48K

Mar 31, 26

+12.48K

0.04%

NewEdge Advisors, LLC

11.85K

Mar 31, 26

-4.32K

0.04%

GOLDMAN SACHS GROUP INC

10.61K

Mar 31, 26

-164.14K

0.04%

Navis Wealth Advisors, LLC

10.57K

Mar 31, 26

-6.82K

0.04%

Rockefeller Capital Management L.P.

10.19K

Mar 31, 26

-22.35K

0.03%

Aptus Capital Advisors, LLC

8.86K

Mar 31, 26

0.03%

IHT Wealth Management, LLC

7.77K

Mar 31, 26

-137

0.03%

Betterment LLC

6.96K

Mar 31, 26

+821

0.02%

Advisory Services Network, LLC

6.67K

Mar 31, 26

-70

0.02%

BTS Asset Management, Inc.

6.43K

Mar 31, 26

+124

0.02%

Mariner, LLC

6.43K

Mar 31, 26

+1.28K

0.02%

Cerity Partners LLC

5.85K

Mar 31, 26

+5.85K

0.02%

SIMPLEX TRADING, LLC

5.70K

Mar 31, 26

-20.64K

0.02%

Advyzon Investment Management, LLC

5.62K

Mar 31, 26

+825

0.02%

Pensionmark Financial Group, LLC

5.45K

Mar 31, 26

-1.77K

0.02%

Orion Capital Management LLC

5.39K

Mar 31, 26

-3.16K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

5.32K

Mar 31, 26

+5.32K

0.02%

Sloy Dahl & Holst, LLC

4.67K

Mar 31, 26

0.02%

Wealthspire Advisors, LLC

4.41K

Mar 31, 26

0.01%

Anfield Capital Management, LLC

3.66K

Mar 31, 26

-92.84K

0.01%

CWM, LLC

1.96K

Mar 31, 26

-604

0.01%

Allworth Financial LP

1.94K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

1.10K

Mar 31, 26

-410

0.00%

Newbridge Financial Services Group, Inc.

933

Mar 31, 26

0.00%

Waverly Advisors, LLC

544

Mar 31, 26

+544

0.00%

ROYAL BANK OF CANADA

381

Mar 31, 26

-4.85K

0.00%

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

-10.04K

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

-410.53K

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

-2.17K

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

+11

0.00%

Diversify Advisory Services, LLC

Mar 31, 26

-24.82K

IFG Advisory, LLC

Mar 31, 26

-6.50K

HRT FINANCIAL LP

Mar 31, 26

-4.36K

Asset Allocation Strategies LLC

Mar 31, 26

-5.20K

SSI INVESTMENT MANAGEMENT LLC

Mar 31, 26

-82.09K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-6

Verity Asset Management, Inc.

Mar 31, 26

-9.59K

CAPTRUST FINANCIAL ADVISORS

Mar 31, 26

-6.51K

CITADEL ADVISORS LLC

Mar 31, 26

-10.23K

IEQ CAPITAL, LLC

Mar 31, 26

-7.11K

Pallas Capital Advisors LLC

Mar 31, 26

-481.56K

Ameritas Advisory Services, LLC

Mar 31, 26

-8.94K

Strategic Advocates LLC

Mar 31, 26

-3.69K

AXS Investments LLC

Mar 31, 26

-32.90K

BANK OF MONTREAL /CAN/

Mar 31, 26

-63.35K

Verition Fund Management LLC

Mar 31, 26

-20.27K

FIRST TRUST ADVISORS LP

Mar 31, 26

-5.19K

FLOW TRADERS U.S. LLC

Mar 31, 26

-45.23K

Fortis Capital Management LLC

Mar 31, 26

-23.02K

DELPHI FINANCIAL GROUP, INC.

Mar 31, 26

-25.00K

CIBC Private Wealth Group, LLC

113

Dec 31, 25

-343

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-100

Abich Financial Wealth Management LLC

330

Sep 30, 25

+330

0.00%

Sebold Capital Management, Inc.

22.86K

Jun 30, 25

+2.96K

0.08%

Scott Marsh Financial, LLC

9.76K

Jun 30, 25

+9.76K

0.03%

First Horizon Advisors, Inc.

Jun 30, 25

+51

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-65.70K

Capital A Wealth Management, LLC

Jun 30, 25

-10

Copperwynd Financial, LLC

Jun 30, 25

-46.42K

Orion Portfolio Solutions, LLC

40.97K

Mar 31, 25

-312

0.14%

AlphaQ Advisors LLC

30.11K

Mar 31, 25

+30.11K

0.10%

Transform Wealth, LLC

Mar 31, 25

-93.55K

GG Group Ventures, LLC

147.87K

Dec 31, 24

+29.50K

0.49%

Bison Wealth, LLC

43.93K

Dec 31, 24

+2.75K

0.15%

TrinityPoint Wealth, LLC

9.60K

Dec 31, 24

-111

0.03%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

62.93K

Sep 30, 24

+1.02K

0.21%

SYSTM Wealth Solutions LLC

Sep 30, 24

-24

0.00%

Raymond James Financial Services Advisors, Inc.

Sep 30, 24

-4.67K

BENJAMIN F. EDWARDS & COMPANY, INC.

10.65K

Jun 30, 24

+5.21K

0.04%

Crestone Asset Management LLC

589.68K

Mar 31, 24

+589.68K

1.97%

Strategic Wealth Partners Group LLC

9.63K

Mar 31, 24

+9.63K

0.03%

WEALTHSOURCE PARTNERS, LLC

13.95K

Dec 31, 23

+13.95K

0.05%

KCS Wealth Advisory

40.05K

Sep 30, 23

+15.93K

0.13%