JAAA · Janus Henderson AAA CLO ETF · Holdings ETF

$50.60 +0.00 (+0.00%)

Volume · Oct 20 4.45M Avg daily vol (3M) 6.84M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 236

Total Value: $1,706,667,910

Total Shares: 33,815,495

Showing 1–100 of 236 holdings by value · page 1 of 3

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 236 13F filers · Δ vs Jun 30, 2026

Top Holder

18.4%

+6.5 pts

Top 5

32.4%

−0.7 pts

Top 10

44.2%

+0.7 pts

HHI

457

Broadly held+127

Who Holds JAAA

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 907 filers, like-for-like change +1.5%; actively managed books +1.2%; index-like books +6.4%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	40.8%	639	+3.2%	83	37
Exempt adviser	0.0%	1	+107.8%	0	0
Adviser	2.3%	5	+29.6%	2	0
Bank	21.1%	20	+6.4%	0	0
Insurer	1.1%	2	-9.4%	0	0
Broker-dealer	3.6%	1	-1.7%	0	0
Non-US	0.0%	2	0.0%	0	0
Holding company	7.0%	8	+1.9%	1	0
Benefit plan	0.0%	0	—	0	0
Unknown	24.0%	229	-6.2%	25	10

Style	Share	Filers	Change	New	Exited
Index-like	6.6%	5	+6.4%	1	0
Systematic-like	0.3%	5	+36.5%	1	0
Concentrated	15.2%	314	-12.9%	41	16
Diversified active	76.7%	580	+4.4%	68	31
Unknown	1.2%	3	0.0%	0	0
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	83.3%	567	+0.2%	60	23
Medium turnover	13.2%	206	+13.0%	22	17
High turnover	0.6%	24	+18.8%	9	2
Unknown	2.8%	110	-12.0%	20	5
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	2.6%	112	-8.4%	23	6
Medium horizon	22.7%	254	-4.1%	31	18
Long horizon	73.3%	506	+3.5%	49	21
Unknown	1.4%	35	+9.6%	8	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	16.6%	519	+6.6%	73	30
$1B to $10B	28.2%	273	-12.6%	25	16
$10B to $100B	17.8%	80	+14.1%	10	1
$100B or more	37.4%	35	+6.7%	3	0
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	33.7%	562	+5.0%	75	35
Pooled investment vehicles	0.3%	4	+188.9%	1	0
Registered funds and BDCs	2.7%	15	+85.5%	2	0
Pension and profit sharing plans	0.5%	11	+4.9%	0	0
Insurance companies	1.5%	6	-59.3%	1	0
Charitable organizations	0.0%	1	0.0%	0	0
Corporations	0.4%	5	+24.1%	0	1
Other investment advisers	0.5%	9	+2.8%	1	0
Other	0.1%	3	-1.1%	1	0
Diversified	1.1%	20	+36.8%	2	1
Unknown	59.2%	271	+0.3%	28	10

Private funds	Share	Filers	Change	New	Exited
Hedge funds	2.8%	30	+21.6%	3	0
Private equity funds	2.7%	23	+1.0%	3	1
Venture capital funds	0.1%	2	+33.0%	0	0
Real estate funds	0.7%	15	+104.3%	3	0
Liquidity funds	0.0%	1	new	1	0
Securitized asset funds	1.4%	2	-61.9%	0	0
Other private funds	5.9%	22	+1.1%	1	2
Mixed private funds	0.2%	5	-8.8%	1	1
Private funds, type not stated	0.4%	7	+14.7%	1	1
No private funds	26.7%	531	+10.2%	70	32
Unknown	59.2%	269	+0.3%	28	10

Location	Share	Filers	Change	New	Exited
United States	85.7%	884	+3.8%	109	46
Outside the US	14.3%	23	-10.5%	2	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 17 holders with no observed 2026-03-31 13F and 15 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

907 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

203

22.4% of filers hold it in their top 10

Mar 31, 2026: 211

Holders above 5%

median weight 0.215%

Mar 31, 2026: 69

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

43.5%

of 13F shares, Herfindahl 0.033

Active holders

+1.2%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 11.7 quarters

Under 1 year 15.8% 1 to 3 years 32.9% 3 years or more 51.2% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $63,241 (1 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$50.58

estimated per share

Mar 31, 2026: $50.57

Quarter-end price

$50.49

implied by 13F values

Estimated gain or loss

-0.2%

price against the estimated cost

Estimated at a loss

86.7%

of costed 13F value

Estimated cost covers 92.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of JAAA by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	3,554,805	13
Active funds	815,770	13
Unclassified	883	1
All registered funds	4,371,458	27

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

113

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -672

Institutional value: -90.7%

Shares held: -90.7%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Stonebridge Financial Group, LLC	+262,309	447,579
Mid NORDEN GROUP LLC	+251,299	301,342
Small Fortitude Family Office, LLC	+155,996	292,291
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+97,704	681,344
Small Beaumont Asset Management, L.L.C.	+97,320	201,735

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid Atria Investments, Inc	−187,983	221,484
Small WESPAC Advisors SoCal, LLC	−135,097	101,660
Small TT Capital Management LLC	−106,431	333,376
Mid Border to Coast Pensions Partnership Ltd	−95,000	5,000
Mid CX Institutional	−83,132	585,687

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Mid RPOA Advisors, Inc.	6,214,070	$313,624,112
Small Finivi Inc.	231,681	$11,692,940
Small FIDUCIARY FINANCIAL GROUP, LLC	203,509	$10,271,099
Small Kapitalo Investimentos Ltda	191,640	$9,672,070
Small MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	132,851	$6,704,989

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Micro Scarborough Advisors, LLC	261,189	$13,187,432
Small WT Wealth Management	199,701	$10,082,903
Micro Aureum Wealth Management, LLC	85,705	$4,327,245
Small BLUE JEAN FINANCIAL LLC	32,019	$1,616,639
Mid Annex Advisory Services, LLC	14,769	$745,686

Filter: New 30 Increased 113 Reduced 74 Sold out 13 Unchanged 18

Holder type: Registered adviser 173 Unknown 63

Showing 100 of 236

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid RPOA Advisors, Inc. Registered adviser JAAA	$313,624,112	18.38%	6,214,070	—	New	Shares	2026-10-19
Mid Gradient Investments LLC JAAA	$62,967,280	3.69%	1,247,618	—	-78,139 -5.9%	Shares	2026-10-08
Mid ATWOOD & PALMER INC Registered adviser JAAA	$61,778,611	3.62%	1,224,066	—	+53,867 +4.6%	Shares	2026-10-08
Small CGC Financial Services, LLC Registered adviser JAAA	$58,286,692	3.42%	1,154,878	—	+23,888 +2.1%	Shares	2026-10-13
Mid Fragasso Financial Advisors Inc Registered adviser JAAA	$56,938,941	3.34%	1,128,174	—	+56,260 +5.2%	Shares	2026-10-13
Mid TRAPHAGEN INVESTMENT ADVISORS LLC Registered adviser JAAA	$49,004,704	2.87%	970,967	—	+90,132 +10.2%	Shares	2026-10-14
Small INSPIRION WEALTH ADVISORS, LLC Registered adviser JAAA	$44,049,660	2.58%	872,789	—	+12,437 +1.4%	Shares	2026-10-09
Small Alpine Bank Wealth Management JAAA	$41,328,115	2.42%	818,865	—	+84,379 +11.5%	Shares	2026-10-16
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JAAA	$34,387,431	2.01%	681,344	—	+97,704 +16.7%	Shares	2026-10-13
Small New England Private Wealth Advisors LLC Registered adviser JAAA	$32,351,118	1.90%	640,997	—	+2,118 +0.3%	Shares	2026-10-19
Mid Sowell Financial Services LLC Registered adviser JAAA	$31,700,459	1.86%	628,105	—	+5,283 +0.8%	Shares	2026-10-20
Small FIRETHORN WEALTH PARTNERS, LLC Registered adviser JAAA	$30,347,106	1.78%	601,290	—	-3,386 -0.6%	Shares	2026-10-14
Small Diesslin Group, Inc. Registered adviser JAAA	$29,721,480	1.74%	588,894	—	-3,777 -0.6%	Shares	2026-10-14
Mid CX Institutional Registered adviser JAAA	$29,559,622	1.73%	585,687	—	-83,132 -12.4%	Shares	2026-10-02
Small Atlantic Edge Private Wealth Management, LLC Registered adviser JAAA	$24,947,724	1.46%	494,308	—	+22,272 +4.7%	Shares	2026-10-20
Mid Stonebridge Financial Group, LLC JAAA	$22,589,312	1.32%	447,579	—	+262,309 +141.6%	Shares	2026-10-01
Small Great Point Wealth Advisors, LLC JAAA	$20,630,874	1.21%	408,775	—	+18,719 +4.8%	Shares	2026-10-15
Small Whipplewood Advisors, LLC JAAA	$20,151,863	1.18%	399,284	—	+72,685 +22.3%	Shares	2026-10-20
Small Cadent Capital Advisors, LLC Registered adviser JAAA	$18,780,290	1.10%	372,108	—	+74,086 +24.9%	Shares	2026-10-09
Large Farther Finance Advisors, LLC Registered adviser JAAA	$18,434,318	1.08%	365,253	—	+39,384 +12.1%	Shares	2026-10-08
Large Concurrent Investment Advisors, LLC Registered adviser JAAA	$17,203,002	1.01%	340,856	—	-22,129 -6.1%	Shares	2026-10-16
Small TT Capital Management LLC Registered adviser JAAA	$16,825,486	0.99%	333,376	—	-106,431 -24.2%	Shares	2026-10-15
Small VOISARD ASSET MANAGEMENT GROUP, INC. JAAA	$15,994,144	0.94%	316,904	—	+26,906 +9.3%	Shares	2026-10-13
Mid NORDEN GROUP LLC Registered adviser JAAA	$15,208,730	0.89%	301,342	—	+251,299 +502.2%	Shares	2026-10-20
Small MRA Advisory Group JAAA	$14,960,569	0.88%	296,425	—	+49,001 +19.8%	Shares	2026-10-07
Small Fortitude Family Office, LLC Registered adviser JAAA	$14,751,926	0.86%	292,291	—	+155,996 +114.5%	Shares	2026-10-14
Small Crumly & Associates Inc. Registered adviser JAAA	$14,395,053	0.84%	285,220	—	+9,119 +3.3%	Shares	2026-10-07
Mid IFP Advisors, Inc Registered adviser JAAA	$12,984,164	0.76%	257,265	—	+28,983 +12.7%	Shares	2026-10-16
Mid INDEPENDENT FINANCIAL GROUP, LLC Registered adviser JAAA	$12,506,718	0.73%	247,805	—	+20,166 +8.9%	Shares	2026-10-13
Small White Pine Investment CO Registered adviser JAAA	$12,275,919	0.72%	243,232	—	+7,654 +3.2%	Shares	2026-10-15
Mid HCR Wealth Advisors Registered adviser JAAA	$11,896,485	0.70%	235,714	—	+36,617 +18.4%	Shares	2026-10-15
Small RiverTree Advisors, LLC Registered adviser JAAA	$11,725,038	0.69%	232,317	—	-212 -0.1%	Shares	2026-10-13
Small Finivi Inc. JAAA	$11,692,940	0.69%	231,681	—	New	Shares	2026-10-13
Small Hidden Cove Wealth Management, LLC Registered adviser JAAA	$11,498,479	0.67%	227,828	—	-20,490 -8.3%	Shares	2026-10-19
Mid Hennion & Walsh Asset Management, Inc. JAAA	$11,316,131	0.66%	224,215	—	+10,284 +4.8%	Shares	2026-10-13
Mid Atria Investments, Inc Registered adviser JAAA	$11,178,297	0.65%	221,484	—	-187,983 -45.9%	Shares	2026-10-15
Small Secure Asset Management, LLC Registered adviser JAAA	$10,556,809	0.62%	209,170	—	+4,392 +2.1%	Shares	2026-10-19
Small FIDUCIARY FINANCIAL GROUP, LLC JAAA	$10,271,099	0.60%	203,509	—	New	Shares	2026-10-13
Small Ifrah Financial Services, Inc. Registered adviser JAAA	$10,267,970	0.60%	203,447	—	+3,336 +1.7%	Shares	2026-10-13
Small Beaumont Asset Management, L.L.C. Registered adviser JAAA	$10,181,565	0.60%	201,735	—	+97,320 +93.2%	Shares	2026-10-16
Mid DIVERSIFY WEALTH MANAGEMENT, LLC Registered adviser JAAA	$10,108,989	0.59%	200,297	—	-2,480 -1.2%	Shares	2026-10-20
Mid Diversify Advisory Services, LLC Registered adviser JAAA	$10,108,989	0.59%	200,297	—	-2,480 -1.2%	Shares	2026-10-20
Micro Clearview Wealth Management LLC JAAA	$9,754,791	0.57%	193,279	—	-29,147 -13.1%	Shares	2026-10-16
Small Kapitalo Investimentos Ltda JAAA	$9,672,070	0.57%	191,640	—	New	Shares	2026-10-20
Small Weaver Consulting Group JAAA	$9,649,409	0.57%	191,191	—	+2,205 +1.2%	Shares	2026-10-07
Small BROWN WEALTH MANAGEMENT, LLC Registered adviser JAAA	$9,297,936	0.54%	184,227	—	+8,682 +4.9%	Shares	2026-10-20
Small Asset Allocation & Management Company, LLC Registered adviser JAAA	$9,220,011	0.54%	182,683	—	+54,950 +43.0%	Shares	2026-10-13
Small PRAIRIE ADVISORY, LLC Registered adviser JAAA	$8,989,716	0.53%	178,120	—	+90,064 +102.3%	Shares	2026-10-19
Small STERLING INVESTMENT MANAGEMENT, LLC Registered adviser JAAA	$8,615,834	0.50%	170,712	—	-6,070 -3.4%	Shares	2026-10-16
Small Regent Peak Wealth Advisors LLC Registered adviser JAAA	$8,550,627	0.50%	169,420	—	+3,755 +2.3%	Shares	2026-10-13
Micro Englebert Financial Advisers, LLC Registered adviser JAAA	$7,990,410	0.47%	158,320	—	+317 +0.2%	Shares	2026-10-20
Mid HARBOR INVESTMENT ADVISORY, LLC Registered adviser JAAA	$7,659,983	0.45%	151,773	—	+8,111 +5.6%	Shares	2026-10-13
Mid Goelzer Investment Management, Inc. Registered adviser JAAA	$7,653,321	0.45%	151,641	—	+28,334 +23.0%	Shares	2026-10-16
Small Financial Enhancement Group LLC Registered adviser JAAA	$7,370,638	0.43%	146,040	—	+10,738 +7.9%	Shares	2026-10-08
Small Future Financial Wealth Managment LLC JAAA	$7,306,743	0.43%	144,774	—	+3,851 +2.7%	Shares	2026-10-15
Mid Syntegra Private Wealth Group, LLC Registered adviser JAAA	$6,856,803	0.40%	135,859	—	+3,580 +2.7%	Shares	2026-10-13
Small Quad-Cities Investment Group, LLC Registered adviser JAAA	$6,819,001	0.40%	135,110	—	-1,392 -1.0%	Shares	2026-10-16
Mid Signal Advisors Wealth, LLC JAAA	$6,811,834	0.40%	134,968	—	+9,702 +7.7%	Shares	2026-10-13
Small BEACON FINANCIAL GROUP Registered adviser JAAA	$6,791,596	0.40%	134,567	—	+4,897 +3.8%	Shares	2026-10-19
Small MARKET STREET WEALTH MANAGEMENT ADVISORS LLC Registered adviser JAAA	$6,704,989	0.39%	132,851	—	New	Shares	2026-10-09
Small Wealth Enhancement Trust Services, Inc. JAAA	$6,541,921	0.38%	129,620	—	+29,826 +29.9%	Shares	2026-10-07
Small Liberty Atlantic Advisors LLC JAAA	$6,523,802	0.38%	129,261	—	+20,281 +18.6%	Shares	2026-10-14
Micro IFC & Insurance Marketing, Inc. JAAA	$6,415,443	0.38%	127,114	—	+8,794 +7.4%	Shares	2026-10-16
Small LINCOLN CAPITAL CORP Registered adviser JAAA	$6,186,107	0.36%	122,570	—	+1,730 +1.4%	Shares	2026-10-13
Small Three Magnolias Financial Advisors, LLC JAAA	$6,164,910	0.36%	122,150	—	-1,118 -0.9%	Shares	2026-10-14
Small Ridgeline Wealth, LLC Registered adviser JAAA	$5,855,882	0.34%	116,027	—	-5,561 -4.6%	Shares	2026-10-14
Small Financial Partners Group, Inc Registered adviser JAAA	$5,784,669	0.34%	114,616	—	+26,264 +29.7%	Shares	2026-10-19
Micro PARAGON CAPITAL MANAGEMENT INC Registered adviser JAAA	$5,715,626	0.33%	113,248	—	-3,274 -2.8%	Shares	2026-10-15
Small Kelly Financial Services LLC JAAA	$5,468,777	0.32%	108,357	—	-20,869 -16.1%	Shares	2026-10-20
Small Split Rock Private Trading & Wealth Management, LLC Registered adviser JAAA	$5,214,913	0.31%	103,327	—	-8,785 -7.8%	Shares	2026-10-15
Small WESPAC Advisors SoCal, LLC JAAA	$5,130,780	0.30%	101,660	—	-135,097 -57.1%	Shares	2026-10-13
Mid Summit Financial Strategies, Inc. Registered adviser JAAA	$5,053,106	0.30%	100,121	—	+9,107 +10.0%	Shares	2026-10-14
Small Bulwark Capital Corp Registered adviser JAAA	$4,963,522	0.29%	98,346	—	+3,918 +4.1%	Shares	2026-10-13
Small Flagship Capital Management Inc. Registered adviser JAAA	$4,915,121	0.29%	97,387	—	+538 +0.6%	Shares	2026-10-20
Small Cox Capital Mgt LLC JAAA	$4,684,019	0.27%	92,808	—	-8,054 -8.0%	Shares	2026-10-07
Small WINEBRENNER CAPITAL MANAGEMENT LLC Registered adviser JAAA	$4,602,409	0.27%	91,191	—	-4,358 -4.6%	Shares	2026-10-07
Small Breakwater Capital Group Registered adviser JAAA	$4,590,397	0.27%	90,953	—	+10,340 +12.8%	Shares	2026-10-09
Small Walser Wealth Management Company, A Ltd Liability Co Registered adviser JAAA	$4,537,858	0.27%	89,912	—	-5,954 -6.2%	Shares	2026-10-15
Small TOTH FINANCIAL ADVISORY CORP Registered adviser JAAA	$4,532,407	0.27%	89,804	—	+52,510 +140.8%	Shares	2026-10-08
Small Central Pacific Bank - Trust Division JAAA	$4,399,469	0.26%	87,170	—	-24,235 -21.8%	Shares	2026-10-06
Mid AdvisorNet Financial, Inc Registered adviser JAAA	$4,229,234	0.25%	83,797	—	+21,755 +35.1%	Shares	2026-10-15
Small Accel Wealth Management Registered adviser JAAA	$4,148,936	0.24%	82,206	—	-4,247 -4.9%	Shares	2026-10-13
Mid PFG Advisors Registered adviser JAAA	$3,998,485	0.23%	79,225	—	+8,086 +11.4%	Shares	2026-10-16
Small Family Office Research LLC Registered adviser JAAA	$3,955,434	0.23%	78,372	—	+21,078 +36.8%	Shares	2026-10-14
Small Millennium Capital Advisors, LLC JAAA	$3,886,846	0.23%	77,013	—	+48 +0.1%	Shares	2026-10-16
Mid YHB Investment Advisors, Inc. Registered adviser JAAA	$3,709,393	0.22%	73,497	—	+16,110 +28.1%	Shares	2026-10-08
Micro Value Investment Professionals, LLC JAAA	$3,604,971	0.21%	71,428	—	-859 -1.2%	Shares	2026-10-13
Micro MOULTON WEALTH MANAGEMENT, INC JAAA	$3,596,593	0.21%	71,262	—	+67,137 +1627.6%	Shares	2026-10-13
Small Ignite Planners, LLC Registered adviser JAAA	$3,593,817	0.21%	71,207	—	New	Shares	2026-10-14
Mid B. Riley Wealth Advisors, Inc. JAAA	$3,410,257	0.20%	67,570	—	+21,189 +45.7%	Shares	2026-10-13
Small Revisor Wealth Management LLC JAAA	$3,392,441	0.20%	67,217	—	+30,344 +82.3%	Shares	2026-10-20
Mid Cooper Financial Group Registered adviser JAAA	$3,344,949	0.20%	66,276	—	+931 +1.4%	Shares	2026-10-07
Large DAVENPORT & Co LLC Registered adviser JAAA	$3,284,789	0.19%	65,084	—	+19,113 +41.6%	Shares	2026-10-14
Small M.E. ALLISON & CO., INC. Registered adviser JAAA	$3,190,915	0.19%	63,224	—	-3,315 -5.0%	Shares	2026-10-09
Small Whalen Wealth Management Inc. Registered adviser JAAA	$3,164,923	0.19%	62,709	—	-605 -1.0%	Shares	2026-10-08
Small Wilkerson Advisory Group LLC JAAA	$3,051,315	0.18%	60,458	—	+4,193 +7.5%	Shares	2026-10-20
Small GK Wealth Management LLC JAAA	$2,948,457	0.17%	58,420	—	-6,388 -9.9%	Shares	2026-10-09
Small KG Capital Management Registered adviser JAAA	$2,948,356	0.17%	58,418	—	+23,717 +68.3%	Shares	2026-10-15
Mid Focus Financial Network, Inc. JAAA	$2,923,424	0.17%	57,924	—	+11,572 +25.0%	Shares	2026-10-14
Micro Wise Wealth Partners Registered adviser JAAA	$2,909,696	0.17%	57,652	—	New	Shares	2026-10-14
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