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SJNK Institutional Ownership

State Street SPDR Bloomberg Short Term High Yield Bond ETF
1W: -0.5% 1M: -2.2% 3M: -3.3% YTD: -3.6% 1Y: -3.8% 3Y: +17.6% 5Y: +17.8%
$24.14
+0.01 (+0.04%)
 
Weekly Expected Move ±0.5%
$24 $24 $24 $24 $24
ETF AMEX · AUM $4.7B

Institutional Ownership — SJNK

428
Institutional Holders
-22 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
44
New Positions
171
Increased
146
Reduced
29
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (475 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AMERIPRISE FINANCIAL INC 17,312,814 $418M -316,701 -1.8% 16Q SEC ↗
2 LPL Financial LLC 7,676,050 $185M +755,009 +10.9% 54Q SEC ↗
3 GRIMES & Co WEALTH MANAGEMENT, LLC 6,818,664 $165M -71,772 -1.0% 14Q SEC ↗
4 Bramshill Investments, LLC NEW 6,067,585 $146M — +0.0% 1Q SEC ↗
5 iA Global Asset Management Inc. 4,128,505 $100M -26,231 -0.6% 9Q SEC ↗
6 WELLS FARGO & COMPANY/MN 3,860,629 $93M -29,267 -0.8% 57Q SEC ↗
7 Wealthfront Advisers LLC 3,809,219 $92M -1,556,067 -29.0% 13Q SEC ↗
8 NEUBERGER BERMAN GROUP LLC 3,583,117 $86M -600 -0.0% 46Q SEC ↗
9 RMG Wealth Management LLC NEW 3,534,764 $85M — +0.0% 1Q SEC ↗
10 Clark Capital Management Group, Inc. 3,116,460 $75M +84,861 +2.8% 13Q SEC ↗
11 BANK OF AMERICA CORP /DE 3,057,315 $74M +114,221 +3.9% 15Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 2,717,476 $66M +365,297 +15.5% 57Q SEC ↗
13 MORGAN STANLEY 2,511,516 $61M +280,789 +12.6% 58Q SEC ↗
14 ASSETMARK, INC 2,446,024 $59M -29,532 -1.2% 49Q SEC ↗
15 SUMITOMO MITSUI FINANCIAL GROUP, INC. 2,061,130 $50M +93,146 +4.7% 18Q SEC ↗
16 Nuveen, LLC 1,815,513 $44M — +0.0% 2Q SEC ↗
17 SIGMA INVESTMENT COUNSELORS INC 1,681,734 $41M +21,879 +1.3% 50Q SEC ↗
18 Berkshire Money Management, Inc. 1,681,386 $41M +78 +0.0% 19Q SEC ↗
19 UBS Group AG 1,566,179 $38M +187,158 +13.6% 47Q SEC ↗
20 Arax Advisory Partners 1,361,510 $33M +1,360,747 +178341.7% 3Q SEC ↗
21 Empirical Financial Services, LLC d.b. 1,314,467 $32M -173,064 -11.6% 54Q SEC ↗
22 Thrivent Financial for Lutherans 1,306,005 $32M -88,695 -6.4% 22Q SEC ↗
23 DAVENPORT & Co LLC 1,293,105 $31M -69,261 -5.1% 15Q SEC ↗
24 CAPSTONE INVESTMENT ADVISORS, LLC NEW 1,110,001 $27M — +0.0% 1Q SEC ↗
25 ANGELES WEALTH MANAGEMENT, LLC 1,106,976 $27M +18,620 +1.7% 18Q SEC ↗
26 Aristotle Pacific Capital, LLC 1,073,016 $26M +902,000 +527.4% 17Q SEC ↗
27 Essex LLC 1,006,633 $24M +148,698 +17.3% 20Q SEC ↗
28 HEALTHCARE OF ONTARIO PENSION PLAN TRU 1,000,000 $24M — +0.0% 14Q SEC ↗
29 STIFEL FINANCIAL CORP 974,731 $24M +156,936 +19.2% 49Q SEC ↗
30 AMERICAN CENTURY COMPANIES INC 903,480 $22M -17,289 -1.9% 15Q SEC ↗
31 Bank of New York Mellon Corp 872,767 $21M -72,138 -7.6% 46Q SEC ↗
32 Allspring Global Investments Holdings, 869,306 $21M +1,280 +0.1% 5Q SEC ↗
33 Cetera Investment Advisers 857,762 $21M +143,826 +20.1% 23Q SEC ↗
34 Curran Financial Partners, LLC 771,545 $19M +86,625 +12.6% 16Q SEC ↗
35 1832 Asset Management L.P. 767,370 $19M +18,647 +2.5% 9Q SEC ↗
36 Employees' Retirement Fund of the City 693,800 $17M +100,000 +16.8% 15Q SEC ↗
37 ROYAL BANK OF CANADA 670,054 $16M +12,313 +1.9% 58Q SEC ↗
38 HOWARD FINANCIAL SERVICES, LTD. 670,023 $16M -74,234 -10.0% 15Q SEC ↗
39 SHENKMAN CAPITAL MANAGEMENT INC 668,051 $16M -1,334,274 -66.6% 12Q SEC ↗
40 RAYMOND JAMES FINANCIAL INC 663,463 $16M +71,002 +12.0% 7Q SEC ↗
41 HighTower Advisors, LLC 650,867 $16M +40,445 +6.6% 16Q SEC ↗
42 Mason & Associates Inc 634,715 $15M +3,974 +0.6% 6Q SEC ↗
43 PARK AVENUE SECURITIES LLC 567,584 $14M -502 -0.1% 13Q SEC ↗
44 Kestra Advisory Services, LLC 539,711 $13M +366,316 +211.3% 23Q SEC ↗
45 Federation des caisses Desjardins du Q 522,569 $13M -76,729 -12.8% 2Q SEC ↗
46 Advisory Alpha, LLC 518,155 $13M -10,888 -2.1% 6Q SEC ↗
47 Equitable Holdings, Inc. 515,686 $12M +40,350 +8.5% 27Q SEC ↗
48 Sanctuary Advisors, LLC 487,635 $12M +35,670 +7.9% 9Q SEC ↗
49 TRUIST FINANCIAL CORP 463,569 $11M -74,687 -13.9% 27Q SEC ↗
50 JPMORGAN CHASE & CO 463,095 $11M -8,992 -1.9% 56Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Arax Advisory Partners +1,360,747 +178341.7% 1,361,510
Aristotle Pacific Capital, LLC +902,000 +527.4% 1,073,016
LPL Financial LLC +755,009 +10.9% 7,676,050
Kestra Advisory Services, LLC +366,316 +211.3% 539,711
ENVESTNET ASSET MANAGEMENT INC +365,297 +15.5% 2,717,476
Clearstead Advisors, LLC +329,160 +94045.7% 329,510
AXXCESS WEALTH MANAGEMENT, LLC +288,525 +2764.2% 298,963
MORGAN STANLEY +280,789 +12.6% 2,511,516
UBS Group AG +187,158 +13.6% 1,566,179
Union Bancaire Privee, UBP SA +179,580 +82.7% 396,680
STIFEL FINANCIAL CORP +156,936 +19.2% 974,731
Essex LLC +148,698 +17.3% 1,006,633
Cetera Investment Advisers +143,826 +20.1% 857,762
BANK OF AMERICA CORP /DE +114,221 +3.9% 3,057,315
Prostatis Group LLC +105,868 +411.7% 131,585
Private Advisor Group, LLC +102,738 +106.0% 199,700
Employees' Retirement Fund of the C +100,000 +16.8% 693,800
SUMITOMO MITSUI FINANCIAL GROUP, IN +93,146 +4.7% 2,061,130
TD PRIVATE CLIENT WEALTH LLC +90,956 +33.8% 360,371
Curran Financial Partners, LLC +86,625 +12.6% 771,545
Biggest Decreases (20)
HolderReducedChange %Total Shares
Wealthfront Advisers LLC -1,556,067 -29.0% 3,809,219
SHENKMAN CAPITAL MANAGEMENT INC -1,334,274 -66.6% 668,051
AMERIPRISE FINANCIAL INC -316,701 -1.8% 17,312,814
Janney Montgomery Scott LLC -202,731 -82.6% 42,750
Mariner, LLC -177,366 -47.9% 192,592
Empirical Financial Services, LLC d -173,064 -11.6% 1,314,467
Cornerstone National Bank & Trust C -134,686 -22.7% 459,497
Sumitomo Mitsui Trust Group, Inc. -115,000 -27.7% 300,000
Visionary Wealth Advisors -110,413 -73.9% 38,974
Kingsview Wealth Management, LLC -110,325 -40.0% 165,681
PERSPECTIVE WEALTH ADVISORS LLC -105,338 -31.0% 234,611
Thrivent Financial for Lutherans -88,695 -6.4% 1,306,005
Clear Creek Financial Management, L -88,093 -84.9% 15,621
PFG Advisors -76,957 -52.4% 70,008
Federation des caisses Desjardins d -76,729 -12.8% 522,569
TRUIST FINANCIAL CORP -74,687 -13.9% 463,569
HOWARD FINANCIAL SERVICES, LTD. -74,234 -10.0% 670,023
Bank of New York Mellon Corp -72,138 -7.6% 872,767
GRIMES & Co WEALTH MANAGEMENT, LLC -71,772 -1.0% 6,818,664
DAVENPORT & Co LLC -69,261 -5.1% 1,293,105

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms