Ishr Ibx Usd Hiyld CB ETF-UiHYGETF
13F holders, Q1 2024 (March 31)908holders
8famous investors
$77.71avg. 13F price*
At the end of Q1 2024, 908 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings. The largest holders were Clark Capital Management Group, Inc. ($2.1B), BlackRock Inc. ($1.2B) and Morgan Stanley ($1.1B). 8 famous investors held it, including Paul Singer (0.8% of Elliott Investment Management's portfolio), George Soros (0.6% of Soros Fund Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Ishr Ibx Usd Hiyld CB ETF-Ui
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 464288513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $151.6M |
| Exits | 99 | $913.9M |
Ownership 908 holders
| Clark Capital Management Group, Inc. | 15.63% | Reduce -0.5% | 26,946,382 | $2.1B |
| BlackRock Inc. | 0.03% | Reduce -5.9% | 15,511,218 | $1.2B |
| Morgan Stanley | 0.09% | Add +14.8% | 13,691,046 | $1.1B |
| JPMorgan Chase & Co. | 0.08% | Add +68.9% | 10,940,108 | $850.4M |
| Japan Science & Technology Agency | 10.03% | No change | 10,390,626 | $807.7M |
| Jane Street Group, LLC | 1.00% | Add +31.9% | 9,976,836 | $775.5M |
| Bank of America Corp. | 0.07% | Add +4.6% | 9,503,399 | $738.7M |
| NYL Investors LLC | 23.42% | No change | 8,312,500 | $646.1M |
| Assetmark, Inc. | 1.88% | Reduce -1.9% | 7,457,792 | $579.7M |
| BNP Paribas Financial Markets | 0.69% | Add +259.9% | 7,145,797 | $555.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3.58% | No change | 6,661,618 | $517.8M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -8.9% | 5,546,767 | $431.2M |
| Royal Bank of Canada | 0.10% | Add +3.6% | 5,463,812 | $424.7M |
| APG Asset Management US Inc. | 1.94% | Add +36.0% | 4,346,000 | $334.7M |
| Citigroup Inc. | 0.36% | Add +353.6% | 4,293,392 | $333.7M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -65.1% | 3,764,231 | $292.6M |
| Wells Fargo & Company | 0.07% | Reduce -11.1% | 3,553,174 | $276.2M |
| Man Group plc | 0.75% | Add +45.1% | 3,469,990 | $269.7M |
| HRT Financial LP | 1.26% | Add +95.0% | 2,643,246 | $205.5M |
| Capula Management Ltd | 6.37% | Add +53.8% | 2,421,168 | $188.2M |
| Ocean Park Asset Management, LLC | 8.62% | Reduce -2.2% | 2,353,400 | $182.9M |
| BW Gestao de Investimentos Ltda. | 15.35% | Add +455.0% | 2,195,600 | $170.7M |
| Susquehanna International Group, LLP | 0.23% | Add +22.4% | 1,933,812 | $150.3M |
| Stifel Financial Corp. | 0.17% | Add +2.0% | 1,873,868 | $145.7M |
| UBS Group AG | 0.05% | Add +79.3% | 1,838,879 | $142.9M |
| Mackenzie Financial Corp. | 0.20% | Add +12.2% | 1,762,574 | $137.0M |
| Ameriprise Financial Inc. | 0.04% | Add +14.3% | 1,649,322 | $128.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.45% | Reduce -34.1% | 1,644,512 | $127.8M |
| Allstate Corp. | 8.73% | Add +6.0% | 1,581,525 | $122.9M |
| Citadel Advisors | 0.12% | Reduce -67.3% | 1,527,928 | $118.8M |
| iA Global Asset Management Inc. | 2.32% | Reduce -0.7% | 1,457,033 | $113.3M |
| Osaic Holdings, Inc. | 0.25% | Reduce -58.8% | 1,431,248 | $111.3M |
| Emory University | 64.90% | Add +1.6% | 1,339,870 | $104.1M |
| Nan Shan Life Insurance Co., Ltd. | 2.35% | No change | 1,284,652 | $99.9M |
| State of Tennessee, Department of Treasury | 0.36% | Add +1.4% | 1,263,002 | $98.2M |
| Endurance Services Ltd | 17.26% | Reduce -40.4% | 1,148,869 | $89.3M |
| Prudential Financial Inc. | 0.12% | Add +5.3% | 1,111,998 | $86.4M |
| LPL Financial LLC | 0.05% | Reduce -5.1% | 1,094,805 | $85.1M |
| Geisinger Health | 23.39% | Add +1.0% | 1,079,834 | $83.9M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -0.3% | 1,076,376 | $83.7M |
| Elliott Investment Management | 0.83% | No change | 1,020,000 | $79.3M |
| Cetera Investment Advisers | 0.19% | Add +218.6% | 1,014,821 | $78.9M |
| Invesco Ltd. | 0.02% | Add +0.0% | 933,700 | $72.6M |
| Neuberger Berman Group LLC | 0.06% | Reduce -67.3% | 881,420 | $68.5M |
| 1832 Asset Management L.P. | 0.12% | Reduce -11.1% | 863,641 | $67.1M |
| Aristotle Pacific Capital, LLC | 24.05% | Reduce -2.2% | 839,772 | $65.3M |
| Barclays PLC | 0.03% | Reduce -3.6% | 804,333 | $62.5M |
| TD Asset Management Inc | 0.05% | Add +0.5% | 743,494 | $57.8M |
| State of New Jersey Common Pension Fund D | 0.17% | No change | 722,700 | $56.2M |
| US Bancorp \de | 0.08% | Reduce -9.3% | 703,935 | $54.7M |
| Utah Retirement Systems | 0.63% | No change | 693,563 | $53.9M |
| Allianz Asset Management GmbH | 0.08% | No change | 644,910 | $50.1M |
| Sumitomo Mitsui Financial Group, Inc. | 1.37% | Reduce -8.1% | 566,233 | $44.0M |
| Northern Trust Corp. | 0.01% | Reduce -3.1% | 554,120 | $43.1M |
| One William Street Capital Management, L.P. | 58.59% | No change | 500,000 | $38.9M |
| Point72 Europe (London) LLP | 3.62% | New | 500,000 | $38.9M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -32.4% | 467,258 | $36.3M |
| MML Investors Services, LLC | 0.15% | Reduce -6.1% | 454,880 | $35.4M |
| Toews Corp. | 6.11% | Reduce -29.9% | 451,700 | $35.1M |
| CI Investments Inc. | 0.14% | Add +9.7% | 447,622 | $34.8M |
| Raymond James & Associates | 0.02% | Add +10.3% | 415,427 | $32.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.12% | Add +1.2% | 412,767 | $32.2M |
| Bank of Montreal | 0.01% | Reduce -59.9% | 392,135 | $30.5M |
| Rafferty Asset Management, LLC | 0.11% | Add +32.8% | 381,503 | $29.7M |
| Apollon Wealth Management, LLC | 0.90% | Reduce -2.6% | 366,430 | $28.5M |
| National Philanthropic Trust | 0.62% | Add +3.8% | 365,507 | $28.4M |
| HSBC Holdings PLC | 0.02% | Reduce -44.3% | 355,841 | $27.7M |
| Pure Financial Advisors, LLC | 0.85% | Add +6.5% | 349,240 | $27.1M |
| Towercrest Capital Management | 4.50% | Add +4.3% | 343,566 | $26.7M |
| American Century Companies Inc. | 0.02% | No change | 333,755 | $25.9M |
| Prudential PLC | 0.21% | Add +2.6% | 330,855 | $25.7M |
| Integrated Wealth Concepts LLC | 0.37% | Add +2.4% | 326,072 | $25.3M |
| Wealthstar Advisors, LLC | 8.41% | Reduce -1.7% | 310,913 | $24.2M |
| Fifth Third Bancorp | 0.09% | Reduce -4.4% | 303,324 | $23.6M |
| Allianz Investment Management U.S. LLC | 1.47% | No change | 300,000 | $23.3M |
| Schroder Investment Management Group | 0.03% | Reduce -67.4% | 299,144 | $23.3M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -9.3% | 292,267 | $22.7M |
| Macquarie Group Ltd. | 0.03% | No change | 290,000 | $22.5M |
| Invst, LLC | 2.67% | Reduce -0.3% | 291,961 | $22.5M |
| Counterpoint Mutual Funds LLC | 5.46% | Reduce -42.9% | 286,461 | $22.3M |
| Verition Fund Management LLC | 0.23% | Add +108.9% | 276,200 | $21.5M |
| Csenge Advisory Group | 1.16% | Reduce -1.5% | 266,644 | $20.7M |
| Deutsche Bank AG | 0.01% | Reduce -16.3% | 265,495 | $20.6M |
| Prudent Man Advisors, LLC | 7.73% | Reduce -1.6% | 264,556 | $20.6M |
| Conning Inc. | 0.69% | No change | 258,395 | $20.1M |
| EHP Funds Inc. | 13.73% | Reduce -34.5% | 255,426 | $19.9M |
| Michelson Medical Research Foundation, Inc. | 12.02% | No change | 255,130 | $19.8M |
| Millennium Management | 0.02% | Reduce -46.8% | 247,575 | $19.2M |
| Principal Financial Group Inc. | 0.01% | Add +4.7% | 246,000 | $19.1M |
| Twele Capital Management, Inc. | 4.31% | Add +2.8% | 245,088 | $19.1M |
| Hunting Hill Global Capital, LLC | 11.13% | Reduce -49.3% | 244,009 | $19.0M |
| Stairway Partners, LLC | 1.52% | Add +1.9% | 242,034 | $18.8M |
| CBIZ Investment Advisory Services, LLC | 1.30% | Add +5.6% | 241,320 | $18.8M |
| Squarepoint Ops LLC | 0.08% | Reduce -79.0% | 239,713 | $18.6M |
| Liberty Mutual Group Asset Management Inc. | 5.28% | No change | 238,254 | $18.5M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -4.1% | 237,748 | $18.5M |
| Trust Co | 2.41% | Add +4.6% | 236,370 | $18.4M |
| Kwmg, LLC | 1.98% | Add +3.3% | 232,764 | $18.1M |
| Truist Financial Corp. | 0.03% | Reduce -0.4% | 227,713 | $17.7M |
| Focus Partners Wealth | 0.14% | Add +3936.1% | 225,131 | $17.5M |
| Williams Jones Wealth Management, LLC. | 0.22% | Reduce -3.1% | 224,825 | $17.5M |
| Hikari Tsushin, Inc. | 1.36% | Add +73.3% | 219,474 | $17.1M |
| Balyasny Asset Management L.P. | 0.04% | Add +1037.5% | 214,547 | $16.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -4.7% | 213,860 | $16.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.1% | 212,119 | $16.5M |
| Capstone Investment Advisors, LLC | 0.57% | Add +7.4% | 211,301 | $16.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.19% | Add +0.7% | 209,291 | $16.2M |
| One River Asset Management, LLC | 5.08% | New | 207,806 | $16.2M |
| Soros Fund Management | 0.61% | Add +100.0% | 200,000 | $15.5M |
| Kestra Advisory Services, LLC | 0.10% | Add +10.4% | 197,131 | $15.3M |
| Insight Wealth Strategies, LLC | 2.23% | Add +2.3% | 195,367 | $15.2M |
| Edgestream Partners, L.P. | 0.74% | Add +216.3% | 191,214 | $14.9M |
| Voya Financial Advisors, Inc. | 1.62% | Reduce -0.5% | 182,465 | $14.2M |
| Tidal Investments LLC | 0.24% | Add +436.3% | 182,169 | $14.2M |
| Summit Global Investments | 1.05% | New | 181,003 | $14.1M |
| Alliance Wealth Management Group | 4.08% | Add +4.7% | 179,008 | $13.9M |
| National Bank of Canada | 0.02% | Add +744.8% | 179,545 | $13.8M |
| Occidental Asset Management, LLC | 2.58% | Add +16.5% | 177,425 | $13.8M |
| SMI Advisory Services, LLC | 3.87% | New | 178,651 | $13.8M |
| Amarillo National Bank | 2.55% | Reduce -0.5% | 175,810 | $13.7M |
| BlueSky Wealth Advisors, LLC | 10.47% | Add +3.2% | 172,085 | $13.4M |
| Worth Asset Management, LLC | 7.96% | Add +45.4% | 166,498 | $12.9M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -3.0% | 165,486 | $12.9M |
| Comerica Bank | 0.05% | Reduce -32.7% | 162,123 | $12.6M |
| Cullen/Frost Bankers, Inc. | 0.19% | Reduce -34.1% | 161,541 | $12.6M |
| Hilltop Holdings Inc. | 1.39% | Reduce -16.4% | 160,582 | $12.5M |
| Fsa Wealth Partners, Inc. | 3.09% | Reduce -0.5% | 160,057 | $12.4M |
| Parallel Advisors, LLC | 0.33% | Add +1.9% | 157,180 | $12.2M |
| Atlas Financial Advisors, Inc. | 18.90% | Add +97.9% | 156,589 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +25.4% | 156,022 | $12.1M |
| Trivium Point Advisory, LLC | 2.57% | Add +1.3% | 153,563 | $11.9M |
| Rwa Wealth Partners, LLC | 0.16% | Add +1325.3% | 153,294 | $11.9M |
| CIBC Asset Management Inc | 0.04% | Add +32.2% | 151,779 | $11.8M |
| Checchi Capital Advisers, LLC | 0.91% | Reduce -0.6% | 150,253 | $11.7M |
| Farmers & Merchants Investments Inc. | 0.39% | Add +5.5% | 147,915 | $11.5M |
| AAFMAA Wealth Management & Trust LLC | 6.26% | Add +12.6% | 147,497 | $11.5M |
| CX Institutional | 0.52% | Add +13.1% | 140,219 | $10.9M |
| Probity Advisors, Inc. | 2.24% | Add +32.2% | 139,635 | $10.9M |
| CoreCap Advisors, LLC | 0.57% | Add +38.2% | 139,266 | $10.8M |
| M&T Bank Corp | 0.04% | Add +9.5% | 138,300 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.7% | 137,870 | $10.7M |
| M.D. Sass, LLC | 1.26% | Reduce -48.6% | 137,300 | $10.7M |
| Park Avenue Securities LLC | 0.14% | Add +10.3% | 136,217 | $10.6M |
| USA Financial Formulas | 1.68% | Reduce -4.2% | 133,507 | $10.4M |
| Trajan Wealth LLC | 0.69% | — | 130,959 | $10.2M |
| Strategic Investment Advisors / MI | 1.30% | Add +5.3% | 129,976 | $10.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.6% | 129,244 | $10.0M |
| Cerity Partners LLC | 0.03% | Reduce -2.1% | 128,982 | $10.0M |
| Nissay Asset Management Corp. /Japan | 0.07% | Add +0.2% | 128,187 | $10.0M |
| Credit Suisse AG/ | 0.01% | Add +117.0% | 127,036 | $9.9M |
| Alley Investment Management Company, LLC | 1.35% | Add +4.1% | 126,403 | $9.8M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +24.7% | 125,551 | $9.8M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -23.1% | 122,465 | $9.5M |
| Privium Fund Management (UK) Ltd | 4.71% | New | 123,380 | $9.5M |
| Viewpoint Investment Partners Corp. | 7.21% | Add +48.3% | 121,300 | $9.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -5.3% | 119,656 | $9.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -95.2% | 117,400 | $9.1M |
| Stevens Capital Management LP | 1.75% | Reduce -81.9% | 115,678 | $9.0M |
| RFG Advisory, LLC | 0.30% | Add +13.1% | 114,153 | $8.9M |
| Corient Private Wealth LP | 0.02% | Reduce -7.7% | 112,727 | $8.8M |
| Aristeia Capital, L.L.C. | 0.59% | New | 110,533 | $8.6M |
| Private Advisor Group, LLC | 0.06% | Add +30.0% | 110,369 | $8.6M |
| Townsquare Capital LLC | 0.12% | Reduce -12.8% | 109,068 | $8.5M |
| Toronto Dominion Bank | 0.01% | Reduce -82.8% | 108,500 | $8.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +35.1% | 107,106 | $8.3M |
| CIBC Private Wealth Group LLC | 0.02% | Add +7.3% | 107,974 | $8.3M |
| Towerpoint Wealth, LLC | 4.11% | Add +2.7% | 105,378 | $8.2M |
| Principal Securities, Inc. | 0.25% | Add +20.3% | 102,855 | $8.0M |
| Allworth Financial LP | 0.06% | Add +0.2% | 102,423 | $8.0M |
| Kensington Asset Management, LLC | 0.40% | Add +104.0% | 102,226 | $7.9M |
| Liquid Strategies, LLC | 2.06% | Add +104.0% | 102,226 | $7.9M |
| Pinkerton Wealth, LLC | 1.27% | Add +4.8% | 101,785 | $7.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.7% | 101,606 | $7.9M |
| Central Bank & Trust Co. | 1.12% | Reduce -1.9% | 101,309 | $7.9M |
| Mariner, LLC | 0.02% | Reduce -14.9% | 98,793 | $7.7M |
| Country Trust Bank | 0.20% | No change | 98,500 | $7.7M |
| Rebalance, LLC | 0.63% | Add +5.1% | 98,289 | $7.6M |
| Strong Tower Advisory Services | 3.05% | Add +5.0% | 98,610 | $7.6M |
| Global Wealth Management Investment Advisory, Inc. | 1.86% | Add +3.3% | 97,594 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -31.1% | 97,567 | $7.5M |
| My Legacy Advisors, LLC | 2.53% | Add +0.2% | 96,915 | $7.5M |
| Avitas Wealth Management LLC | 1.14% | Add +1.3% | 96,721 | $7.5M |
| Daiwa Securities Group Inc. | 0.04% | Add +10.2% | 95,150 | $7.4M |
| Freedom Investment Management, Inc. | 0.59% | Reduce -19.8% | 94,925 | $7.4M |
| One Capital Management, LLC | 0.27% | Reduce -3.3% | 94,322 | $7.3M |
| AlphaStar Capital Management, LLC | 0.74% | Add +17.5% | 92,801 | $7.2M |
| Omega Financial Group, LLC | 2.92% | Add +2.0% | 91,826 | $7.1M |
| J.Safra Asset Management Corp | 0.80% | Add +5.8% | 91,114 | $7.1M |
| VestGen Investment Management | 2.15% | Reduce -6.1% | 91,065 | $7.1M |
| Dark Forest Capital Management LP | 1.17% | Reduce -58.3% | 89,196 | $6.9M |
| Ascent Group, LLC | 0.60% | Reduce -4.3% | 88,096 | $6.8M |
| Cranbrook Wealth Management, LLC | 1.71% | Reduce -6.6% | 87,061 | $6.8M |
| Petix & Botte Co | 1.65% | Add +867.8% | 85,278 | $6.6M |
| Teachers Retirement System of the State of Kentucky | 0.06% | No change | 84,685 | $6.6M |
| Merriman Wealth Management, LLC | 0.28% | Reduce -0.6% | 81,594 | $6.3M |
| Atria Investments, Inc | 0.09% | Reduce -11.6% | 81,311 | $6.3M |
| BlueCrest Capital Management Ltd | 3.17% | Reduce -38.8% | 81,247 | $6.3M |
| Keybank National Association | 0.03% | Add +1.0% | 81,014 | $6.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -90.6% | 80,562 | $6.3M |
| Darrow Company, Inc. | 4.07% | Reduce -20.3% | 80,080 | $6.2M |
| Topel & Distasi Wealth Management, LLC | 2.70% | Add +3.6% | 78,529 | $6.1M |
| Y.D. More Investments Ltd | 1.08% | Add +9.7% | 78,263 | $6.1M |
| Tetragon Partners GP Ltd | 2.85% | Add +118.0% | 77,831 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.3% | 76,463 | $5.9M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -52.0% | 76,128 | $5.9M |
| Teilinger Capital Ltd. | 2.54% | New | 76,122 | $5.9M |
| Genus Capital Management Inc. | 0.76% | — | 75,590 | $5.9M |
| Donoghue Forlines LLC | 1.66% | Add +0.4% | 75,111 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -58.6% | 74,432 | $5.8M |
| Alaska Permanent Fund Corp | 0.09% | No change | 74,264 | $5.8M |
| Waverly Advisors, LLC | 0.13% | Reduce -7.6% | 73,059 | $5.7M |
| EMG Holdings, L.P. | 6.21% | Add +20.6% | 72,758 | $5.7M |
| McAdam, LLC | 0.35% | Add +8.7% | 69,416 | $5.4M |
| Bensler, LLC | 0.75% | Reduce -5.4% | 66,828 | $5.2M |
| Norway Savings Bank | 2.08% | Add +11.3% | 64,229 | $5.0M |
| Wealth Forward, LLC | 3.90% | Add +3.0% | 63,763 | $5.0M |
| Mutual Advisors, LLC | 0.15% | Reduce -3.6% | 61,730 | $4.8M |
| Equitable Holdings, Inc. | 0.05% | Reduce -2.8% | 61,484 | $4.8M |
| ExodusPoint Capital Management, LP | 0.06% | Reduce -74.6% | 60,601 | $4.7M |
| Penserra Capital Management LLC | 0.06% | New | 60,423 | $4.7M |
| Ballentine Partners, LLC | 0.09% | Add +12.0% | 60,201 | $4.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.77% | No change | 60,000 | $4.7M |
| Roundview Capital LLC | 0.38% | Add +34.7% | 59,848 | $4.7M |
| SevenBridge Financial Group, LLC | 1.05% | Reduce -15.8% | 60,310 | $4.6M |
| TD Private Client Wealth LLC | 0.15% | Add +2.6% | 59,766 | $4.6M |
| TFB Advisors LLC | 1.68% | Add +8.9% | 60,832 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -12.3% | 59,692 | $4.6M |
| Crabel Capital Management, LLC | 4.03% | Reduce -15.9% | 59,616 | $4.6M |
| TD Waterhouse Canada Inc. | 0.03% | Add +8.0% | 59,309 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.4% | 58,850 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +7.8% | 57,612 | $4.5M |
| Parkside Financial Bank & Trust | 0.72% | Reduce -0.1% | 57,259 | $4.5M |
| Valmark Advisers, Inc. | 0.08% | Add +2.2% | 56,365 | $4.4M |
| Plan Group Financial, LLC | 2.87% | Add +14.3% | 56,245 | $4.4M |
| NBT Bank, N.A. | 0.32% | Reduce -40.7% | 56,222 | $4.4M |
| Choreo, LLC | 0.11% | Add +3.2% | 55,769 | $4.3M |
| Evolution Wealth Advisors, LLC | 0.81% | Reduce -1.2% | 54,659 | $4.2M |
| Blue Fin Capital, Inc. | 0.93% | Add +9.1% | 53,930 | $4.2M |
| Greenup Street Wealth Management LLC | 1.03% | Add +36.9% | 52,930 | $4.1M |
| Personal Cfo Solutions, LLC | 0.63% | Reduce -5.2% | 52,280 | $4.1M |
| Members Capital Advisors Inc. | 11.43% | No change | 52,000 | $4.0M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 5.35% | Add +30.0% | 52,000 | $4.0M |
| Sei Investments Co. | 0.01% | New | 52,000 | $4.0M |
| Sofi Wealth, LLC | 0.37% | Add +10.3% | 51,848 | $4.0M |
| Ironwood Financial, llc | 0.92% | Add +129.5% | 51,564 | $4.0M |
| HMS Capital Management, LLC | 2.21% | Add +4.9% | 51,336 | $4.0M |
| Alliance Wealth Advisors, LLC | 1.19% | Reduce -1.8% | 51,304 | $4.0M |
| OxenFree Capital LLC | 3.61% | Add +5.2% | 50,905 | $4.0M |
| Metropolitan Life Insurance Co | 0.17% | No change | 50,165 | $3.9M |
| MYDA Advisors LLC | 1.35% | No change | 50,000 | $3.9M |
| Transamerica Financial Advisors, LLC | 0.39% | Reduce -5.4% | 49,537 | $3.9M |
| SWP Financial LLC | 2.66% | Add +9.7% | 49,094 | $3.8M |
| New England Asset Management Inc. | 0.61% | No change | 48,790 | $3.8M |
| Palogic Value Management, L.P. | 1.64% | Add +17.5% | 48,768 | $3.8M |
| IFP Advisors, Inc | 0.17% | Add +13.8% | 48,738 | $3.8M |
| IFG Advisors, LLC | 0.96% | Add +7.0% | 47,774 | $3.7M |
| Beirne Wealth Consulting Services, LLC | 1.54% | Add +0.3% | 46,728 | $3.6M |
| Integrated Advisors Network LLC | 0.19% | Reduce -4.0% | 46,666 | $3.6M |
| Whitford Management LLC | 2.02% | No change | 46,150 | $3.6M |
| Cypress Wealth Services, LLC | 0.83% | Reduce -1.7% | 45,758 | $3.6M |
| Advisors Preferred, LLC | 0.59% | Reduce -10.2% | 45,215 | $3.5M |
| Fifth Third Securities, Inc. | 0.34% | Reduce -0.9% | 44,628 | $3.5M |
| Raymond James Trust N.A. | 0.08% | Reduce -0.3% | 44,618 | $3.5M |
| Sterling Investment Advisors LLC | 2.00% | Add +2.1% | 43,941 | $3.4M |
| Washington Trust Advisors, Inc. | 0.31% | Add +12.8% | 43,928 | $3.4M |
| Transcendent Capital Group LLC | 1.96% | Add +3.1% | 43,459 | $3.4M |
| Eq LLC | 2.06% | Reduce -23.7% | 42,951 | $3.3M |
| Shenkman Capital Management Inc. | 2.36% | Reduce -81.0% | 42,405 | $3.3M |
| Lodestar Private Asset Management LLC | 0.47% | Reduce -0.1% | 42,335 | $3.3M |
| Blair William & Co. | 0.01% | Add +18.5% | 41,639 | $3.2M |
| Davies Financial Advisors, Inc. | 3.30% | — | 41,617 | $3.2M |
| Fiera Capital Corp | 0.01% | Add +0.2% | 41,328 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -53.5% | 41,085 | $3.2M |
| Sykon Capital LLC | 1.15% | Reduce -12.1% | 41,028 | $3.2M |
| Vicus Capital | 0.29% | Add +34.8% | 40,383 | $3.1M |
| 5th Street Advisors, LLC | 1.75% | New | 39,716 | $3.1M |
| Financial Alternatives, Inc | 2.38% | Reduce -0.9% | 39,538 | $3.1M |
| CTC Alternative Strategies, Ltd. | 1.89% | Add +290.0% | 39,000 | $3.0M |
| Insight Wealth Partners, LLC | 1.95% | Add +16.0% | 38,698 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -68.7% | 38,624 | $3.0M |
| Virtue Capital Management, LLC | 0.53% | Reduce -10.7% | 38,963 | $3.0M |
| Global Retirement Partners, LLC | 0.11% | Add +4.7% | 38,132 | $3.0M |
| Hurlow Wealth Management Group, Inc. | 1.04% | Add +1.6% | 38,039 | $3.0M |
| AdvisorNet Financial, Inc | 0.28% | Add +17.7% | 37,961 | $3.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +14.4% | 37,730 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +3.7% | 37,713 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +3.7% | 37,713 | $2.9M |
| Vontobel Holding Ltd. | 0.02% | Add +2.1% | 37,444 | $2.9M |
| Cim, LLC | 0.44% | Add +5.0% | 37,413 | $2.9M |
| Invictus Private Wealth, LLC | 0.26% | Reduce -6.6% | 36,946 | $2.9M |
| Partners Capital Investment Group, LLP | 0.09% | Reduce -43.1% | 36,915 | $2.9M |
| LVZ, Inc. | 0.39% | Reduce -9.4% | 36,906 | $2.9M |
| Providence Capital Advisors, LLC | 0.62% | Add +2.5% | 36,782 | $2.9M |
| Relative Value Partners Group, LLC | 0.18% | Reduce -7.1% | 36,581 | $2.8M |
| Bellecapital International Ltd. | 0.62% | Reduce -7.3% | 35,852 | $2.8M |
| Mma Asset Management LLC | 1.29% | Reduce -0.0% | 35,744 | $2.8M |
| Atlanta Consulting Group Advisors, LLC | 0.94% | — | 34,856 | $2.7M |
| Neumann Capital Management, LLC | 0.95% | Reduce -4.9% | 34,251 | $2.7M |
| Tolleson Wealth Management, Inc. | 0.52% | Add +100.7% | 34,113 | $2.7M |
| Richardson Financial Services Inc. | 1.87% | Add +10.5% | 34,091 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +6.6% | 34,058 | $2.6M |
| LifePlan Investment Advisors, Inc. | 2.09% | Add +1.5% | 33,776 | $2.6M |
| Boston Research & Management Inc. | 0.65% | Reduce -1.9% | 33,741 | $2.6M |
| Global Endowment Management, LP | 0.27% | Add +8.1% | 33,500 | $2.6M |
| Guardian Capital LP | 0.09% | No change | 33,500 | $2.6M |
| Curran Financial Partners, LLC | 0.90% | Reduce -0.3% | 33,376 | $2.6M |
| Allie Family Office LLC | 1.52% | Reduce -85.9% | 33,192 | $2.6M |
| Financial & Tax Architects, LLC | 0.71% | Add +6.9% | 33,129 | $2.6M |
| SeaCrest Wealth Management, LLC | 0.31% | Add +36.1% | 33,079 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.9% | 33,049 | $2.6M |
| Covenant Partners, LLC | 0.75% | Add +0.1% | 32,997 | $2.6M |
| Two Sigma Securities, LLC | 0.12% | Reduce -56.9% | 32,900 | $2.6M |
| Wesbanco Bank Inc. | 0.10% | Add +536.7% | 32,696 | $2.5M |
| 1ST Source Bank | 0.15% | Reduce -17.9% | 32,430 | $2.5M |
| Saxony Capital Management, LLC | 3.01% | Add +8.7% | 32,082 | $2.5M |
| MorganRosel Wealth Management, LLC | 0.89% | Add +57.6% | 32,080 | $2.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.58% | Reduce -15.8% | 30,663 | $2.4M |
| Fulcrum Equity Management | 2.81% | Reduce -20.5% | 30,644 | $2.4M |
| Arch Capital Group LTD. | 0.40% | No change | 30,000 | $2.3M |
| Global Trust Asset Management, LLC | 0.95% | Add +1.0% | 29,698 | $2.3M |
| LifePro Asset Management | 1.52% | Add +32.9% | 29,694 | $2.3M |
| Elevation Wealth Partners, LLC | 1.14% | Add +144.9% | 29,308 | $2.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -39.6% | 29,003 | $2.3M |
| Picton Mahoney Asset Management | 0.09% | Reduce -14.1% | 28,800 | $2.2M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.8% | 28,682 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +14.4% | 30,198 | $2.2M |
| Strategic Blueprint, LLC | 0.16% | Add +15.9% | 28,628 | $2.2M |
| CW Advisors, LLC | 0.04% | Add +9.5% | 28,590 | $2.2M |
| Hall Capital Management Co. Inc. | 1.09% | New | 28,458 | $2.2M |
| Frank, Rimerman Advisors LLC | 0.42% | No change | 28,263 | $2.2M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -1.8% | 28,124 | $2.2M |
| Lanark Financial, Inc. | 0.20% | Add +3.4% | 26,762 | $2.2M |
| Boltwood Capital Management | 0.66% | Add +15.3% | 27,330 | $2.1M |
| Redhawk Wealth Advisors, Inc. | 0.34% | Reduce -18.8% | 27,196 | $2.1M |
| Westwood Holdings Group Inc. | 0.02% | Add +51.0% | 27,143 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.6% | 26,879 | $2.1M |
| Copperwynd Financial, LLC | 0.75% | Add +8.5% | 26,859 | $2.1M |
| GeoWealth Management, LLC | 0.08% | Add +48.2% | 26,798 | $2.1M |
| Mandatum Life Insurance Co Ltd | 0.69% | Add +0.9% | 26,590 | $2.1M |
| Florin Court Capital LLP | 1.77% | Add +100.0% | 26,400 | $2.1M |
| Syon Capital LLC | 0.19% | Add +1.6% | 25,759 | $2.0M |
| BTS Asset Management, Inc. | 1.64% | Reduce -11.6% | 25,567 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +10.7% | 25,519 | $2.0M |
| Buska Wealth Management, LLC | 0.86% | — | 25,234 | $2.0M |
| Sierra Capital LLC | 0.26% | Reduce -0.7% | 25,127 | $2.0M |
| Motiv8 Investments LLC | 1.52% | Add +37.7% | 25,105 | $2.0M |
| David J Yvars Group | 1.32% | Add +5.3% | 25,101 | $2.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +0.6% | 24,978 | $1.9M |
| Sheridan Capital Management, LLC | 1.46% | Add +0.5% | 24,914 | $1.9M |
| FineMark National Bank & Trust | 0.07% | Add +25.7% | 24,496 | $1.9M |
| Corepath Wealth Partners LLC | 2.11% | Reduce -31.8% | 24,846 | $1.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.7% | 24,435 | $1.9M |
| HFG Advisors, Inc. | 1.67% | Add +21.2% | 24,291 | $1.9M |
| First Heartland Consultants, Inc. | 0.20% | New | 24,239 | $1.9M |
| Prostatis Group LLC | 0.69% | Add +2.9% | 23,581 | $1.8M |
| AE Wealth Management LLC | 0.02% | Reduce -87.8% | 23,457 | $1.8M |
| Ellenbecker Investment Group | 0.38% | Add +0.9% | 23,290 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -0.8% | 23,216 | $1.8M |
| SVB Wealth LLC | 0.04% | Reduce -26.6% | 22,926 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -15.6% | 22,878 | $1.8M |
| Concourse Financial Group Securities, Inc. | 0.11% | Reduce -17.3% | 22,807 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +34.9% | 22,752 | $1.8M |
| New World Advisors LLC | 0.51% | Add +13.5% | 22,522 | $1.8M |
| Aberdeen Group plc | 0.00% | Add +196.7% | 22,135 | $1.7M |
| Lido Advisors, LLC | 0.02% | Reduce -4.9% | 21,922 | $1.7M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -26.7% | 21,761 | $1.7M |
| Ramiah Investment Group | 1.59% | Add +4.9% | 21,734 | $1.7M |
| Moss Adams Wealth Advisors LLC | 0.27% | Reduce -39.7% | 21,733 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.44% | New | 21,536 | $1.7M |
| Florida Trust Wealth Management Co | 0.06% | Add +59.9% | 21,286 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 21,068 | $1.6M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -5.8% | 20,992 | $1.6M |
| SignalPoint Asset Management, LLC | 0.44% | Reduce -5.0% | 20,394 | $1.6M |
| Grey Fox Wealth Advisors, LLC | 0.59% | No change | 20,327 | $1.6M |
| Sterling Investment Counsel, LLC | 0.73% | Add +14.8% | 20,325 | $1.6M |
| Sowell Financial Services LLC | 0.07% | Reduce -2.3% | 20,306 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +432.3% | 20,103 | $1.6M |
| Synovus Financial Corp. | 0.02% | Add +11.4% | 20,024 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.27% | Add +3.4% | 20,005 | $1.6M |
| Jacobi Capital Management LLC | 0.14% | Reduce -4.0% | 19,941 | $1.6M |
| Concord Investment Counsel Inc. | 0.56% | — | 19,792 | $1.5M |
| Financial Counselors Inc. | 0.03% | Add +2.0% | 19,657 | $1.5M |
| Wolverine Trading, LLC | 0.02% | Add +158.8% | 19,654 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.16% | Reduce -6.1% | 19,510 | $1.5M |
| Summit Financial Group, Inc. | 0.54% | Add +0.9% | 19,469 | $1.5M |
| Institutional & Family Asset Management, LLC | 0.24% | Add +25.1% | 19,246 | $1.5M |
| Ranch Capital Advisors Inc. | 0.81% | Add +3.4% | 19,214 | $1.5M |
| Asset Allocation & Management Company, LLC | 0.97% | No change | 19,130 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -0.4% | 19,042 | $1.5M |
| Stone Summit Wealth LLC | 0.50% | Reduce -18.6% | 18,656 | $1.5M |
| Telos Capital Management, Inc. | 0.16% | Reduce -0.7% | 18,546 | $1.4M |
| Norden Group LLC | 0.29% | New | 18,409 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -17.6% | 18,354 | $1.4M |
| Dimension Capital Management LLC | 0.28% | Add +12.0% | 18,282 | $1.4M |
| Global Assets Advisory, LLC | 0.84% | Add +3.6% | 18,214 | $1.4M |
| Summit Wealth Partners, LLC | 0.30% | Add +3.6% | 18,021 | $1.4M |
| Aristides Capital LLC | 0.60% | New | 18,000 | $1.4M |
| Cwm, LLC | 0.01% | Add +40.8% | 17,940 | $1.4M |
| Maven Securities LTD | 0.08% | No change | 17,600 | $1.4M |
| Nwam LLC | 0.11% | Reduce -14.6% | 17,559 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Reduce -17.3% | 12,898 | $1.4M |
| Coppell Advisory Solutions Corp. | 0.25% | — | 17,143 | $1.3M |
| Sunbelt Securities, Inc. | 0.15% | Add +19.1% | 17,019 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +35.1% | 16,641 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -14.2% | 16,592 | $1.3M |
| Arrow Investment Advisors, LLC | 1.10% | Reduce -8.5% | 16,580 | $1.3M |
| Koshinski Asset Management, Inc. | 0.13% | New | 16,566 | $1.3M |
| Single Point Partners, LLC | 0.30% | Reduce -76.0% | 16,486 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.70% | Reduce -10.7% | 16,396 | $1.3M |
| Bank of Nova Scotia | 0.00% | New | 16,161 | $1.3M |
| Summit Financial, LLC | 0.07% | Add +25.9% | 16,092 | $1.3M |
| Islay Capital Management, LLC | 0.92% | Add +46.5% | 15,745 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | New | 15,735 | $1.2M |
| Scotia Capital Inc. | 0.01% | Add +19.5% | 15,654 | $1.2M |
| Drive Wealth Management, LLC | 0.33% | Add +151.3% | 15,377 | $1.2M |
| Better Money Decisions, LLC | 0.94% | Add +4.3% | 15,317 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +93.7% | 15,240 | $1.2M |
| Howard Capital Management, LLC | 0.13% | New | 15,105 | $1.2M |
| Wellington Management Group LLP | 0.00% | No change | 15,000 | $1.2M |
| Eagle Strategies LLC | 0.26% | New | 14,978 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -1.3% | 14,743 | $1.1M |
| Paloma Partners Management Co | 0.24% | Reduce -94.7% | 14,732 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Reduce -69.9% | 14,683 | $1.1M |
| Clarus Wealth Advisors | 0.63% | Reduce -1.1% | 14,652 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -64.6% | 14,354 | $1.1M |
| MBL Wealth, LLC | 0.12% | Add +4.8% | 14,114 | $1.1M |
| Constant Guidance Financial LLC | 1.01% | Reduce -72.0% | 14,252 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -26.5% | 14,064 | $1.1M |
| Owen LaRue, LLC | 0.68% | New | 14,031 | $1.1M |
| First Interstate Bank | 0.08% | No change | 14,026 | $1.1M |
| Whittier Trust Co. | 0.02% | Reduce -6.2% | 13,949 | $1.1M |
| Flagstar Securities, Inc. | 0.30% | Add +23.8% | 13,943 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 13,845 | $1.1M |
| Continuum Advisory, LLC | 0.16% | Reduce -80.0% | 13,940 | $1.1M |
| Adams Wealth Management | 0.26% | Reduce -1.4% | 13,782 | $1.1M |
| Point72 Asset Management | 0.00% | Add +37.0% | 13,700 | $1.1M |
| Redmont Wealth Advisors LLC | 1.46% | New | 13,476 | $1.0M |
| Heritage Wealth Management, Inc. | 1.02% | Add +6.3% | 13,257 | $1.0M |
| Financial Partners Group, Inc | 0.16% | Add +0.1% | 13,211 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -21.2% | 13,152 | $1.0M |
| Accurate Wealth Management, LLC | 0.29% | Reduce -21.1% | 13,293 | $1.0M |
| Avory & Company, LLC | 0.69% | No change | 12,949 | $1.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | New | 12,900 | $1.0M |
| WASHINGTON TRUST Co | 0.04% | Reduce -3.8% | 12,788 | $994K |
| Prelude Capital Management, LLC | 0.07% | New | 12,780 | $993K |
| City Holding Co. | 0.15% | Add +17.0% | 12,774 | $993K |
| BLB&B Advisors, LLC | 0.06% | Reduce -14.9% | 12,731 | $990K |
| Pinion Investment Advisors, LLC | 0.51% | Reduce -10.5% | 12,642 | $983K |
| Lorne Steinberg Wealth Management Inc. | 0.31% | Reduce -10.3% | 18,643 | $980K |
| Activest Wealth Management | 0.47% | Add +184.6% | 12,603 | $980K |
| Financial Life Advisors | 0.41% | Reduce -43.2% | 12,463 | $969K |
| IMC-Chicago, LLC | 0.03% | New | 12,286 | $955K |
| Belpointe Asset Management LLC | 0.07% | New | 12,203 | $949K |
| Arkos Global Advisors | 0.16% | Add +48.6% | 12,178 | $947K |
| Afg Fiduciary Services Limited Partnership | 0.68% | Reduce -4.9% | 11,905 | $919K |
| Clear Creek Financial Management, LLC | 0.12% | Add +81.6% | 11,792 | $917K |
| Portside Wealth Group, LLC | 0.17% | Reduce -42.5% | 11,702 | $910K |
| Qube Research & Technologies Ltd | 0.00% | Add +0.3% | 11,634 | $904K |
| Avior Wealth Management, LLC | 0.04% | Add +595.4% | 11,627 | $904K |
| Aveo Capital Partners, LLC | 0.10% | Add +8.1% | 11,662 | $899K |
| Objective Capital Management, LLC | 0.61% | Add +13.2% | 11,549 | $898K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 11,468 | $891K |
| GFG Capital, LLC | 0.23% | Reduce -3.0% | 11,424 | $888K |
| RiverGlades Family Offices LLC | 0.71% | Reduce -21.0% | 11,494 | $885K |
| Arkadios Wealth Advisors | 0.07% | Reduce -6.1% | 11,277 | $877K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.7% | 11,276 | $876K |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.7% | 11,377 | $873K |
| Western Asset Management Company, LLC | 6.07% | No change | 11,200 | $871K |
| Hoylecohen, LLC | 0.07% | Add +8.5% | 11,187 | $870K |
| Roberts Financial Services LLC | 0.17% | Reduce -30.4% | 10,970 | $853K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -5.5% | 10,957 | $852K |
| Commerce Bank | 0.01% | Add +64.8% | 10,946 | $851K |
| American Financial Advisors, LLC | 0.12% | No change | 10,830 | $842K |
| Dohj, LLC | 0.22% | Add +31.1% | 10,829 | $842K |
| Narus Financial Partners, LLC | 0.35% | Add +1.4% | 10,521 | $818K |
| Balefire, LLC | 0.29% | Add +21.8% | 10,421 | $810K |
| Bremer Bank National Association | 0.15% | Reduce -6.7% | 10,378 | $807K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -12.2% | 10,364 | $806K |
| Foundations Investment Advisors, LLC | 0.02% | Add +6.9% | 10,357 | $805K |
| LJI Wealth Management, LLC | 0.21% | Reduce -1.3% | 10,281 | $799K |
| Webster Bank, N. A. | 0.09% | No change | 10,266 | $798K |
| Guardian Wealth Advisors, LLC | 0.52% | Reduce -11.0% | 10,240 | $796K |
| McElhenny Sheffield Capital Management, LLC | 0.28% | Reduce -5.7% | 10,235 | $796K |
| Regal Investment Advisors LLC | 0.05% | Add +5.8% | 10,061 | $782K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +3.2% | 9,932 | $772K |
| Old National Bancorp | 0.02% | No change | 9,792 | $761K |
| Rareview Capital LLC | 0.74% | New | 9,652 | $750K |
| CreativeOne Wealth, LLC | 0.03% | Add +87.0% | 9,610 | $747K |
| Pinnacle Associates Ltd. | 0.01% | Add +48.2% | 9,567 | $744K |
| GC Wealth Management RIA, LLC | 0.15% | Add +46.3% | 9,484 | $737K |
| Sovereign Investment Advisors, LLC | 0.25% | Add +0.4% | 9,350 | $727K |
| Cosner Financial Group, LLC | 0.52% | Add +0.3% | 9,305 | $723K |
| Annex Advisory Services, LLC | 0.03% | Reduce -84.8% | 9,204 | $715K |
| Banco Santander, S.A. | 0.01% | No change | 9,200 | $715K |
| Argonautica Private Wealth Management, Inc. | 0.26% | Add +3.0% | 9,170 | $713K |
| Ethos Financial Group, LLC | 0.14% | Reduce -45.8% | 9,136 | $710K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +62.5% | 9,050 | $703K |
| Diversify Advisory Services, LLC | 0.04% | — | 9,117 | $702K |
| Fisher Asset Management | 0.00% | Reduce -93.7% | 9,011 | $700K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -45.7% | 8,990 | $699K |
| First Citizens Bank & Trust Co. | 0.01% | New | 8,936 | $695K |
| Bridgewater Associates | 0.00% | No change | 8,826 | $686K |
| Guidance Capital, Inc. | 0.25% | Reduce -12.4% | 9,008 | $684K |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -25.8% | 8,727 | $678K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.8% | 8,710 | $677K |
| Visionary Wealth Advisors | 0.05% | Add +7.5% | 8,681 | $675K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Add +12.3% | 8,630 | $671K |
| Independent Financial Group, LLC | 0.03% | Reduce -10.7% | 8,599 | $668K |
| Joseph P. Lucia & Associates, LLC | 0.35% | Add +59.8% | 8,495 | $660K |
| IHT Wealth Management, LLC | 0.03% | Reduce -17.6% | 8,449 | $657K |
| Mgo One Seven LLC | 0.03% | Reduce -27.6% | 8,389 | $652K |
| Dorsey Wright & Associates | 0.17% | Reduce -13.4% | 8,384 | $652K |
| Eastern Bank | 0.03% | No change | 8,263 | $642K |
| Modern Wealth Management, LLC | 0.06% | Add +61.0% | 8,261 | $642K |
| Girard Partners LTD. | 0.06% | Reduce -71.7% | 8,253 | $642K |
| Burns J W & Co. Inc. | 0.09% | Reduce -7.1% | 8,148 | $633K |
| Creative Planning | 0.00% | Add +24.0% | 8,123 | $631K |
| Pacer Advisors, Inc. | 0.00% | No change | 8,065 | $627K |
| UMB Bank, n.a. | 0.01% | Reduce -7.8% | 7,976 | $620K |
| Greytown Advisors Inc. | 0.35% | No change | 7,966 | $619K |
| Leeward Financial Partners, LLC | 0.26% | Add +1.4% | 7,964 | $619K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | No change | 7,840 | $609K |
| Focus Financial Network, Inc. | 0.03% | — | 8,002 | $607K |
| XTX Topco Ltd | 0.08% | Reduce -15.7% | 7,756 | $603K |
| Pathstone Holdings, LLC | 0.00% | Reduce -28.0% | 7,629 | $593K |
| Bar Harbor Wealth Management | 0.04% | Reduce -6.3% | 7,606 | $591K |
| Callan Capital, LLC | 0.05% | Add +191.9% | 7,605 | $591K |
| Dakota Wealth Management | 0.01% | Add +122.3% | 7,605 | $591K |
| Citizens & Northern Corp. | 0.20% | Add +0.9% | 7,428 | $577K |
| Barden Capital Management, Inc. | 0.56% | Reduce -18.4% | 7,427 | $577K |
| Level Four Advisory Services, LLC | 0.03% | No change | 7,410 | $573K |
| Ameritas Advisory Services, LLC | 0.02% | Add +4.4% | 7,420 | $571K |
| Sterling Wealth Management, Inc. | 0.28% | Reduce -9.7% | 7,299 | $567K |
| Sonata Capital Group Inc. | 0.26% | No change | 7,285 | $566K |
| Aspect Partners, LLC | 0.45% | Reduce -50.5% | 7,277 | $566K |
| Wick Capital Partners, LLC | 0.55% | New | 7,265 | $565K |
| Fortis Group Advisors, LLC | 0.10% | New | 7,263 | $565K |
| Verdence Capital Advisors LLC | 0.05% | Add +20.2% | 7,261 | $564K |
| Epic Trust Investment Advisors, LLC | 0.69% | Reduce -22.4% | 7,157 | $556K |
| Prosperity Wealth Management, Inc. | 0.26% | New | 7,154 | $556K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.6% | 7,080 | $550K |
| Elm Partners Management LLC | 0.04% | Reduce -6.3% | 7,069 | $549K |
| Richard W. Paul & Associates, LLC | 0.22% | Add +98.5% | 7,049 | $548K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -3.2% | 7,041 | $547K |
| Lincoln National Corp. | 0.01% | Reduce -2.5% | 7,019 | $546K |
| FWG Holdings, LLC | 0.29% | Reduce -16.7% | 7,068 | $544K |
| Oxinas Partners, LLC | 0.35% | New | 7,001 | $544K |
| Noesis Capital Mangement Corp. | 0.12% | Reduce -8.6% | 6,995 | $544K |
| Coulter & Justus Financial Services, LLC | 0.12% | New | 6,995 | $544K |
| Union Savings Bank | 0.28% | No change | 6,913 | $537K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -98.5% | 6,900 | $536K |
| Proathlete Wealth Management LLC | 0.29% | No change | 6,899 | $536K |
| SageView Advisory Group, LLC | 0.03% | New | 22,416 | $535K |
| Sonora Investment Management Group, LLC | 0.04% | New | 6,847 | $532K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -62.1% | 6,800 | $529K |
| Atlas Private Wealth Advisors | 0.18% | Reduce -54.9% | 6,778 | $527K |
| Strategies Wealth Advisors, LLC | 0.08% | Reduce -9.7% | 6,766 | $526K |
| Brookstone Capital Management | 0.01% | Reduce -16.4% | 6,751 | $525K |
| Efficient Advisors, LLC | 0.03% | Reduce -1.3% | 6,751 | $525K |
| Clear Investment Research, LLC | 0.70% | Add +0.2% | 6,732 | $523K |
| FMR LLC | 0.00% | Reduce -22.0% | 6,714 | $522K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -54.2% | 6,713 | $522K |
| Brown Advisory Inc. | 0.00% | Add +70.3% | 6,571 | $511K |
| Cibc World Market Inc. | 0.00% | Reduce -50.6% | 6,542 | $509K |
| Spire Wealth Management | 0.01% | Reduce -2.3% | 6,543 | $509K |
| Colonial Trust Co / SC | 0.09% | Add +0.6% | 6,447 | $501K |
| PFG Investments, LLC | 0.03% | Add +28.3% | 6,356 | $494K |
| TruNorth Capital Management, LLC | 0.17% | — | 6,356 | $494K |
| Enterprise Bank & Trust Co | 0.17% | No change | 6,351 | $494K |
| Traynor Capital Management, Inc. | 0.05% | Add +2.7% | 6,317 | $491K |
| Fairview Capital Investment Management, LLC | 0.03% | Add +8.9% | 6,300 | $490K |
| Peoples Bank | 0.27% | No change | 6,277 | $488K |
| Guardian Capital Advisors LP | 0.05% | Reduce -7.8% | 6,408 | $486K |
| Trilogy Capital Inc. | 0.03% | New | 6,195 | $482K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -36.9% | 6,208 | $478K |
| Harbour Investments, Inc. | 0.02% | Add +5.3% | 6,116 | $475K |
| AlTi Global, Inc. | 0.01% | Reduce -14.2% | 6,060 | $471K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -19.5% | 6,047 | $470K |
| Elk River Wealth Management LLC | 0.10% | Reduce -88.8% | 6,041 | $470K |
| Jones Financial Companies LLLP | 0.00% | Add +1824.4% | 6,004 | $467K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -57.1% | 6,000 | $466K |
| Coston, McIsaac & Partners | 0.15% | Add +0.8% | 5,999 | $466K |
| SWS Partners | 0.14% | Add +0.6% | 5,968 | $464K |
| Aua Capital Management, LLC | 0.27% | Reduce -7.1% | 5,947 | $462K |
| POM Investment Strategies, LLC | 0.38% | No change | 5,939 | $462K |
| NewEdge Wealth, LLC | 0.01% | Reduce -13.2% | 5,989 | $460K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +2.2% | 5,908 | $459K |
| FirstPurpose Wealth LLC | 0.17% | Reduce -5.4% | 6,004 | $459K |
| Madison Asset Management, LLC | 0.01% | No change | 5,900 | $459K |
| Rothschild Wealth LLC | 0.16% | — | 5,894 | $458K |
| PFG Advisors | 0.03% | Add +31.4% | 5,848 | $455K |
| Clearstead Advisors, LLC | 0.02% | Add +5.9% | 5,897 | $453K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +20.2% | 5,821 | $452K |
| MainStreet Investment Advisors LLC | 0.05% | Reduce -2.1% | 5,711 | $444K |
| Riggs Asset Managment Co. Inc. | 0.13% | Reduce -1.5% | 5,563 | $432K |
| AlphaQ Advisors LLC | 0.26% | Reduce -27.4% | 5,539 | $431K |
| Midwest Professional Planners, LTD. | 0.15% | Reduce -0.0% | 5,435 | $422K |
| Rooted Wealth Advisors, Inc. | 0.21% | Add +5.2% | 5,456 | $420K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -18.8% | 5,379 | $418K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -2.1% | 5,377 | $418K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -38.1% | 5,373 | $418K |
| SG Americas Securities, LLC | 0.00% | Reduce -97.4% | 5,254 | $408K |
| KFA Private Wealth Group, LLC | 0.13% | New | 5,219 | $406K |
| Good Life Advisors, LLC | 0.04% | Reduce -3.0% | 5,150 | $400K |
| Headlands Technologies LLC | 0.10% | Reduce -93.1% | 5,139 | $399K |
| Red Wave Investments LLC | 0.15% | Reduce -27.9% | 5,106 | $397K |
| Haverford Trust Co | 0.00% | Add +1.0% | 5,072 | $394K |
| Washington Trust Bank | 0.04% | Add +4.6% | 5,070 | $394K |
| Beam Wealth Advisors, Inc. | 0.23% | Reduce -3.8% | 5,031 | $391K |
| Mission Creek Capital Partners, Inc. | 0.10% | Add +0.8% | 5,011 | $389K |
| Geller Advisors LLC | 0.03% | Add +4.1% | 5,004 | $389K |
| Cohen Investment Advisors LLC | 0.25% | Reduce -3.9% | 4,993 | $388K |
| West Branch Capital LLC | 0.16% | Add +19.0% | 4,978 | $387K |
| Rossmore Private Capital | 0.05% | No change | 4,955 | $385K |
| Family Asset Management, LLC | 0.24% | Reduce -7.8% | 4,926 | $383K |
| BKM Wealth Management, LLC | 0.16% | Add +21.0% | 4,910 | $382K |
| Regions Financial Corp. | 0.00% | Reduce -1.0% | 4,881 | $379K |
| Berkeley Capital Partners, LLC | 0.12% | Add +7.6% | 4,877 | $379K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.1% | 4,871 | $379K |
| Independent Wealth Network Inc. | 0.17% | Add +12.8% | 4,773 | $371K |
| XML Financial, LLC | 0.04% | Reduce -15.4% | 4,733 | $368K |
| Betterment LLC | 0.00% | Add +18.7% | 4,703 | $366K |
| Chesapeake Wealth Management | 0.13% | Reduce -37.5% | 4,690 | $365K |
| Wolf Group Capital Advisors | 0.17% | No change | 4,854 | $364K |
| Private Trust Co. NA | 0.04% | Add +8.7% | 4,669 | $363K |
| Merit Financial Group, LLC | 0.01% | Reduce -75.4% | 4,683 | $361K |
| Lwmg, LLC | 0.08% | Add +10.2% | 4,632 | $360K |
| Intrust Bank NA | 0.04% | No change | 4,628 | $360K |
| Phoenix Financial Ltd. | 0.00% | New | 4,587 | $356K |
| Coldstream Capital Management Inc. | 0.01% | New | 4,541 | $353K |
| Beacon Financial Group | 0.04% | Reduce -68.5% | 4,539 | $353K |
| Yeomans Consulting Group, Inc. | 0.15% | Add +4.0% | 4,489 | $349K |
| Centennial Wealth Advisory LLC | 0.16% | New | 4,449 | $346K |
| Proficio Capital Partners LLC | 0.04% | Add +13.1% | 4,415 | $343K |
| DHK Financial Advisors, Inc. | 0.24% | No change | 4,389 | $341K |
| Arrowroot Family Office, LLC | 0.22% | Reduce -4.7% | 4,335 | $337K |
| EPIQ Capital Group, LLC | 0.13% | Add +62.1% | 4,316 | $336K |
| Sovereign Financial Group, Inc. | 0.09% | Add +40.5% | 4,315 | $335K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -0.1% | 4,300 | $334K |
| Walker Asset Management, LLC | 0.22% | Add +0.3% | 4,279 | $333K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +4.4% | 4,273 | $332K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.3% | 4,266 | $332K |
| Cypress Capital Group | 0.04% | New | 4,250 | $330K |
| Modera Wealth Management, LLC | 0.01% | New | 4,239 | $329K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | New | 4,234 | $329K |
| Encompass More Asset Management | 0.27% | Add +45.9% | 4,213 | $328K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -98.2% | 4,195 | $326K |
| Eldridge Investment Advisors, Inc. | 0.08% | Reduce -2.3% | 4,191 | $326K |
| Fortis Capital Management LLC | 0.09% | New | 4,188 | $325K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,142 | $322K |
| Barrett & Company, Inc. | 0.15% | Reduce -6.4% | 4,134 | $321K |
| MMBG Investment Advisors Co. | 0.03% | Reduce -18.7% | 4,125 | $319K |
| Channel Wealth LLC | 0.13% | Reduce -21.3% | 4,085 | $318K |
| Beacon Bridge Wealth Partners, LLC | 0.15% | Reduce -56.8% | 4,066 | $316K |
| GYL Financial Synergies, LLC | 0.02% | Add +0.9% | 4,054 | $315K |
| Wintrust Investments LLC | 0.03% | Reduce -20.3% | 3,955 | $307K |
| Community Bank, N.A. | 0.04% | Reduce -0.7% | 3,950 | $307K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -3.0% | 3,939 | $306K |
| Sound Stewardship, LLC | 0.19% | Reduce -88.5% | 3,931 | $306K |
| Lockerman Financial Group, Inc. | 0.58% | New | 3,928 | $305K |
| Cresset Asset Management, LLC | 0.00% | Add +6.9% | 3,922 | $305K |
| Spectrum Strategic Capital Management, LLC | 0.23% | Add +1.6% | 3,916 | $304K |
| High Falls Advisors, Inc | 0.08% | Reduce -12.2% | 3,870 | $301K |
| Howard Wealth Management, LLC | 0.24% | Reduce -3.7% | 3,837 | $298K |
| Fortitude Advisory Group L.L.C. | 0.17% | No change | 3,809 | $296K |
| Stelac Advisory Services LLC | 0.14% | Add +23.2% | 3,764 | $292K |
| AEGON USA Investment Management, LLC | 0.30% | Add +12.0% | 3,743 | $291K |
| Claro Advisors Inc. | 0.05% | Reduce -2.8% | 3,738 | $291K |
| Opus Investment Management Inc. | 0.19% | No change | 3,725 | $290K |
| Kepos Capital LP | 0.07% | Reduce -9.8% | 3,700 | $288K |
| Brighton Jones LLC | 0.01% | Add +4.3% | 3,695 | $287K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | New | 3,680 | $286K |
| ProVise Management Group, LLC | 0.02% | Reduce -29.2% | 3,671 | $285K |
| OneAscent Financial Services LLC | 0.03% | Reduce -15.7% | 3,662 | $285K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,665 | $285K |
| AMG National Trust Bank | 0.01% | No change | 3,652 | $284K |
| Slow Capital, Inc. | 0.05% | Add +24.4% | 3,619 | $281K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 3,601 | $280K |
| Sabal Trust CO | 0.02% | No change | 3,531 | $274K |
| Waterloo Capital, L.P. | 0.04% | Reduce -9.2% | 3,525 | $274K |
| Amundi | 0.00% | New | 3,600 | $273K |
| GFS Advisors, LLC | 0.05% | No change | 3,507 | $273K |
| IPG Investment Advisors LLC | 0.06% | Reduce -21.3% | 3,513 | $273K |
| Mainstay Capital Management LLC | 0.05% | Reduce -45.9% | 3,485 | $271K |
| Chapin Davis, Inc. | 0.10% | Reduce -1.1% | 3,478 | $270K |
| United Advisor Group, LLC | 0.10% | New | 3,475 | $270K |
| 49 Wealth Management, LLC | 0.06% | Reduce -29.0% | 3,463 | $267K |
| Financial Strategies Group, Inc. | 0.07% | Reduce -56.3% | 3,456 | $267K |
| First Financial Bank - Trust Division | 0.03% | Reduce -55.0% | 3,430 | $267K |
| Brass Tax Wealth Management, Inc. | 0.14% | — | 3,415 | $265K |
| Caldwell Trust Co | 0.03% | No change | 3,404 | $265K |
| Legacy Financial Strategies, LLC | 0.07% | Reduce -14.2% | 3,377 | $262K |
| RDA Financial Network | 0.09% | Reduce -19.2% | 3,367 | $262K |
| GDS Wealth Management | 0.03% | Reduce -10.8% | 3,359 | $261K |
| Private Ocean, LLC | 0.03% | No change | 3,354 | $261K |
| Bricktown Capital, LLC | 0.05% | No change | 3,349 | $260K |
| Wealthspire Retirement, LLC | 0.02% | Add +1.0% | 3,325 | $258K |
| O'ROURKE & COMPANY, Inc | 0.15% | New | 3,270 | $254K |
| S. R. Schill & Associates | 0.11% | Add +17.3% | 3,227 | $251K |
| Balboa Wealth Partners | 0.08% | Reduce -74.4% | 3,216 | $250K |
| Black Diamond Financial, LLC | 0.07% | No change | 3,206 | $248K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 3,188 | $248K |
| Diversified Trust Co. | 0.01% | Add +7.2% | 3,186 | $248K |
| Verus Capital Partners, LLC | 0.03% | Add +11.7% | 3,171 | $246K |
| First Western Trust Bank | 0.01% | No change | 3,092 | $240K |
| Debussy Capital Management LP | 0.07% | Reduce -12.3% | 3,109 | $239K |
| New England Professional Planning Group Inc. | 0.12% | No change | 3,038 | $236K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +9.0% | 3,031 | $236K |
| WBH Advisory Inc. | 0.02% | Reduce -13.3% | 3,024 | $235K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -36.9% | 3,044 | $235K |
| Diversified, LLC | 0.03% | New | 3,009 | $234K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -79.5% | 3,007 | $234K |
| Agf Management Ltd. | 0.00% | Reduce -11.8% | 3,000 | $233K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +51.2% | 2,991 | $232K |
| Discovery Capital Management, LLC / CT | 0.03% | Add +5.6% | 2,982 | $232K |
| Mittelman Wealth Management | 0.15% | — | 2,941 | $229K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,884 | $225K |
| Cooper Financial Group | 0.04% | New | 2,884 | $224K |
| Madison Wealth Partners, Inc | 0.08% | No change | 2,877 | $224K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -35.0% | 2,874 | $223K |
| Strategy Asset Managers LLC | 0.05% | Reduce -1.0% | 2,869 | $223K |
| Phillips Financial Management, LLC | 0.02% | Reduce -11.2% | 2,868 | $223K |
| Hartline Investment Corp./ | 0.04% | New | 2,833 | $220K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -11.1% | 2,833 | $220K |
| Financial Management Professionals, Inc. | 0.03% | Reduce -6.1% | 2,827 | $220K |
| Oldfather Financial Services, LLC | 0.09% | Add +6.3% | 2,824 | $220K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -2.9% | 2,779 | $216K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 2,752 | $214K |
| Pacific Financial Group Inc. | 0.15% | Reduce -4.6% | 2,746 | $213K |
| Parker Financial LLC | 0.12% | Reduce -7.1% | 2,736 | $213K |
| Dumont & Blake Investment Advisors LLC | 0.06% | No change | 2,710 | $211K |
| WealthShield Partners, LLC | 0.03% | Reduce -53.3% | 2,697 | $210K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -50.2% | 2,683 | $209K |
| McCarthy & Cox | 0.08% | — | 2,660 | $207K |
| Estate Counselors, LLC | 0.02% | Reduce -92.3% | 2,660 | $207K |
| Principle Wealth Partners LLC | 0.02% | Add +0.3% | 2,651 | $206K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -24.9% | 2,645 | $206K |
| Trifecta Capital Advisors, LLC | 0.05% | Add +18771.4% | 2,642 | $205K |
| Yoder Wealth Management, Inc. | 0.13% | Reduce -3.7% | 2,625 | $204K |
| Strait & Sound Wealth Management LLC | 0.11% | No change | 2,668 | $204K |
| Shared Vision Wealth Group LLC | 0.13% | Reduce -42.3% | 2,607 | $203K |
| Concorde Asset Management, LLC | 0.14% | Reduce -75.3% | 2,603 | $202K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,580 | $201K |
| HM Payson & Co. | 0.00% | Reduce -9.8% | 2,575 | $200K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -61.0% | 2,498 | $194K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.2% | 2,430 | $189K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -5.9% | 2,424 | $188K |
| Boyd Watterson Asset Management LLC | 0.07% | Add +4.4% | 2,386 | $185K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -20.6% | 2,346 | $182K |
| Realta Investment Advisors | 0.04% | New | 2,284 | $178K |
| Park Place Capital Corp | 0.06% | No change | 2,267 | $176K |
| Benjamin Edwards Inc. | 0.03% | Reduce -17.3% | 2,256 | $175K |
| Rothschild Investment LLC | 0.01% | No change | 2,237 | $174K |
| LFA - Lugano Financial Advisors SA | 0.13% | No change | 2,212 | $172K |
| Powell Investment Advisors, LLC | 0.09% | Reduce -34.5% | 2,182 | $170K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +1.3% | 2,173 | $169K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 2,113 | $164K |
| EP Wealth Advisors, LLC | 0.00% | Add +33.9% | 2,072 | $161K |
| Ameliora Wealth Management Ltd. | 0.07% | New | 2,000 | $155K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 1,979 | $154K |
| EPG Wealth Management LLC | 0.04% | No change | 1,963 | $153K |
| VitalStone Financial, LLC | 0.12% | Reduce -18.0% | 1,940 | $151K |
| New Republic Capital, LLC | 0.09% | No change | 1,924 | $150K |
| Capital Analysts, LLC | 0.01% | Reduce -5.1% | 1,819 | $141K |
| Creative Financial Designs Inc. | 0.01% | Reduce -53.4% | 1,813 | $141K |
| Register Financial Advisors LLC | 0.07% | Add +12.0% | 1,689 | $131K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -43.8% | 1,651 | $128K |
| Concord Wealth Partners | 0.02% | Add +1.1% | 1,643 | $128K |
| CKW Financial Group | 0.02% | No change | 1,625 | $125K |
| Sandy Spring Bank | 0.01% | No change | 1,483 | $115K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 1,433 | $111K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +1.1% | 1,393 | $108K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,365 | $106K |
| Crewe Advisors LLC | 0.01% | New | 1,324 | $103K |
| Salem Investment Counselors Inc. | 0.00% | Add +2.2% | 1,322 | $103K |
| Palisade Asset Management, LLC | 0.01% | New | 1,300 | $101K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -9.1% | 1,285 | $100K |
| Blue Trust, Inc. | 0.00% | Reduce -68.0% | 1,235 | $96K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,183 | $92K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 1,130 | $88K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,119 | $87K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,100 | $86K |
| ICA Group Wealth Management, LLC | 0.02% | Add +4.9% | 1,079 | $84K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,058 | $82K |
| Salomon & Ludwin, LLC | 0.01% | Add +6450.0% | 1,048 | $81K |
| Optimum Investment Advisors | 0.04% | Add +18.2% | 1,047 | $81K |
| Tucker Asset Management LLC | 0.02% | New | 1,046 | $81K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,017 | $79K |
| Caitlin John, LLC | 0.06% | Reduce -4.5% | 1,009 | $78K |
| Bank of New Hampshire | 0.02% | No change | 1,006 | $78K |
| Founders Financial Alliance, LLC | 0.02% | Add +7.7% | 995 | $77K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.2% | 934 | $73K |
| Sound Income Strategies, LLC | 0.01% | Add +102.0% | 931 | $72K |
| Peoples Bank | 0.05% | Reduce -60.3% | 845 | $66K |
| American National Bank & Trust | 0.01% | Add +57.7% | 836 | $65K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 832 | $65K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.3% | 806 | $63K |
| Aptus Capital Advisors, LLC | 0.00% | Add +19900.0% | 800 | $62K |
| CVA Family Office, LLC | 0.01% | No change | 760 | $59K |
| Avion Wealth | 0.02% | No change | 755 | $59K |
| Sanctuary Wealth Management, L.L.C. | 0.05% | Reduce -23.6% | 747 | $58K |
| Hollencrest Capital Management | 0.00% | Add +1.0% | 717 | $56K |
| Wunderlich Capital Managemnt | 0.03% | Reduce -11.9% | 715 | $56K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +5.1% | 700 | $54K |
| Armor Investment Advisors, LLC | 0.03% | Reduce -2.7% | 681 | $53K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.1% | 673 | $52K |
| Rosenberg Matthew Hamilton | 0.01% | Add +349.3% | 656 | $51K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 648 | $50K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | Add +33.8% | 638 | $50K |
| North Star Investment Management Corp. | 0.00% | No change | 626 | $49K |
| Smartleaf Asset Management LLC | 0.01% | Add +177.6% | 594 | $46K |
| Retirement Group, LLC | 0.02% | Reduce -0.7% | 585 | $45K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 576 | $45K |
| Tidemark, LLC | 0.02% | No change | 570 | $44K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.6% | 521 | $41K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.6% | 501 | $39K |
| West Paces Advisors Inc. | 0.01% | No change | 455 | $35K |
| SYM FINANCIAL Corp | 0.00% | No change | 371 | $29K |
| Tyler-Stone Wealth Management | 0.01% | Add +124.5% | 366 | $28K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 358 | $28K |
| WR Wealth Planners, LLC | 0.01% | New | 345 | $27K |
| Investors Research Corp | 0.01% | No change | 339 | $26K |
| Key Financial Inc | 0.01% | No change | 334 | $26K |
| Bokf, NA | 0.00% | No change | 336 | $26K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 327 | $25K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 330 | $25K |
| Anfield Capital Management, LLC | 0.01% | New | 317 | $25K |
| Clear Point Advisors Inc. | 0.02% | Add +1.0% | 304 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $23K |
| CNB Bank | 0.01% | Add +9.2% | 298 | $23K |
| Cambridge Trust Co. | 0.00% | No change | 280 | $22K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -80.4% | 260 | $20K |
| EnRich Financial Partners LLC | 0.01% | New | 247 | $19K |
| Grove Bank & Trust | 0.00% | No change | 244 | $19K |
| CENTRAL TRUST Co | 0.00% | No change | 240 | $19K |
| Bangor Savings Bank | 0.00% | Reduce -91.3% | 239 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 236 | $18K |
| Front Row Advisors LLC | 0.01% | Add +683.3% | 235 | $18K |
| LGT Financial Advisors LLC | 0.02% | No change | 234 | $18K |
| Arax Advisory Partners | 0.00% | Add +0.4% | 232 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | Add +22.9% | 231 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -99.0% | 229 | $18K |
| Fernwood Investment Management, LLC | 0.01% | New | 225 | $17K |
| Impact Partnership Wealth, LLC | 0.01% | Reduce -39.3% | 221 | $17K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 200 | $16K |
| Toth Financial Advisory Corp. | 0.00% | Add +207.7% | 200 | $16K |
| DecisionPoint Financial, LLC | 0.01% | New | 200 | $15K |
| WestEnd Advisors, LLC | 0.00% | No change | 197 | $15K |
| Psagot Value Holdings Ltd. / (Israel) | 0.14% | No change | 189 | $15K |
| REAP Financial Group, LLC | 0.00% | New | 186 | $14K |
| Tortoise Investment Management, LLC | 0.00% | No change | 180 | $14K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 176 | $14K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 175 | $14K |
| Princeton Global Asset Management LLC | 0.00% | No change | 175 | $14K |
| Walleye Capital LLC | 0.00% | Reduce -100.0% | 172 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -43.3% | 165 | $13K |
| Archer Investment Corp | 0.00% | No change | 160 | $12K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 151 | $12K |
| Northwest Investment Counselors, LLC | 0.00% | New | 151 | $12K |
| Macroview Investment Management LLC | 0.01% | Reduce -16.7% | 150 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 141 | $11K |
| Pingora Partners LLC | 0.01% | New | 136 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 125 | $10K |
| Joseph Group Capital Management | 0.00% | New | 115 | $9K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -1.7% | 113 | $9K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 110 | $9K |
| Stone House Investment Management, LLC | 0.00% | New | 107 | $8K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 103 | $8K |
| Symetra Investment Management Co | 0.00% | No change | 100 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 100 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 91 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 86 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 77 | $6K |
| Center for Financial Planning, Inc. | 0.00% | New | 73 | $6K |
| Woodmont Investment Counsel LLC | 0.00% | New | 72 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 70 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 62 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -93.6% | 50 | $4K |
| Sittner & Nelson, LLC | 0.00% | New | 46 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 46 | $4K |
| Gen-Wealth Partners Inc | 0.00% | — | 40 | $3K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 39 | $3K |
| Tsfg, LLC | 0.00% | No change | 34 | $3K |
| Aspire Private Capital, LLC | 0.00% | No change | 37 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 36 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -21.7% | 36 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -27.9% | 31 | $2K |
| Tompkins Financial Corp. | 0.00% | New | 31 | $2K |
| Horizon Investments, LLC | 0.00% | Add +10.5% | 21 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 19 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 17 | $1K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -99.7% | 13 | $1K |
| Horizons Wealth Management | 0.00% | No change | 13 | $1K |
| PayPay Securities Corp | 0.05% | No change | 12 | $933 |
| Morris Financial Concepts, Inc. | 0.00% | No change | 12 | $933 |
| Colonial Trust Advisors | 0.00% | New | 9 | $700 |
| Rakuten Securities, Inc. | 0.00% | New | 8 | $622 |
| First Personal Financial Services | 0.00% | New | 6 | $467 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $251 |
| Abich Financial Wealth Management LLC | 0.00% | No change | 3 | $233 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $78 |
| BNP Paribas | 0.00% | — | 1 | $78 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $78 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $49 |
| NewSquare Capital LLC | 0.00% | New | 1 | $43 |
| Covestor Ltd | 0.00% | Reduce -77.8% | 4 | $0 |
"% of holder's portfolio" is HYG's weight in each manager's 13F, not the share of Ishr Ibx Usd Hiyld CB ETF-Ui the manager owns.