Ishr Ibx Usd Hiyld CB ETF-UiHYGETF
13F holders, Q2 2024 (June 30)893holders −15
81new positions
95sold out
4famous investors
$77.12avg. 13F price*
At the end of Q2 2024, 893 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings, down 15 from Q1 2024. 81 opened new positions and 95 sold out. The largest holders were Clark Capital Management Group, Inc. ($2.0B), BlackRock Inc. ($1.1B) and Jane Street Group, LLC ($1.0B). 4 famous investors held it, including Paul Singer (0.8% of Elliott Investment Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Ishr Ibx Usd Hiyld CB ETF-Ui
- Filed as
- ISHARES TR (Q2 2024)
- CUSIP
- 464288513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $621.4M |
| Exits | 95 | $789.4M |
All 13F filers, Q1 2024 → Q2 2024: 28,538,147 shares bought and 45,962,924 shares sold, net −17,424,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 893 holders
| Clark Capital Management Group, Inc. | 14.57% | Reduce -4.6% | 25,696,323 | $2.0B |
| BlackRock Inc. | 0.03% | Reduce -6.6% | 14,491,268 | $1.1B |
| Jane Street Group, LLC | 1.14% | Add +35.9% | 13,562,432 | $1.0B |
| Morgan Stanley | 0.07% | Reduce -14.7% | 11,676,777 | $900.7M |
| Japan Science & Technology Agency | 11.13% | No change | 10,390,626 | $801.5M |
| Bank of America Corp. | 0.08% | Add +7.3% | 10,200,768 | $786.9M |
| Assetmark, Inc. | 1.71% | Reduce -3.9% | 7,170,699 | $553.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2.95% | Reduce -4.9% | 6,337,618 | $488.9M |
| Royal Bank of Canada | 0.11% | Add +4.5% | 5,706,764 | $440.2M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -2.4% | 5,413,338 | $417.6M |
| Wells Fargo & Company | 0.09% | Add +29.2% | 4,591,004 | $354.2M |
| APG Asset Management US Inc. | 1.84% | Reduce -3.7% | 4,186,000 | $321.1M |
| NYL Investors LLC | 20.80% | Reduce -54.7% | 3,763,098 | $290.3M |
| Man Group plc | 0.70% | Reduce -4.2% | 3,324,269 | $256.4M |
| Citigroup Inc. | 0.24% | Reduce -25.4% | 3,204,155 | $247.2M |
| BNP Paribas Financial Markets | 0.27% | Reduce -55.5% | 3,176,390 | $245.0M |
| State of Wisconsin Investment Board | 0.54% | New | 2,659,231 | $205.1M |
| Ocean Park Asset Management, LLC | 8.90% | Add +3.4% | 2,432,500 | $187.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -40.5% | 2,238,845 | $172.7M |
| Aristeia Capital, L.L.C. | 11.35% | Add +1885.7% | 2,194,896 | $169.3M |
| Barclays PLC | 0.07% | Add +159.2% | 2,084,880 | $160.8M |
| Alliancebernstein L.P. | 0.05% | New | 2,000,000 | $154.3M |
| Endurance Services Ltd | 28.44% | Add +71.7% | 1,972,719 | $152.2M |
| Stifel Financial Corp. | 0.17% | Add +4.7% | 1,961,607 | $151.3M |
| Mackenzie Financial Corp. | 0.20% | Reduce -2.2% | 1,723,774 | $133.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.38% | No change | 1,644,512 | $126.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.6% | 1,638,930 | $126.4M |
| Balyasny Asset Management L.P. | 0.33% | Add +649.4% | 1,607,713 | $124.0M |
| Allianz Asset Management GmbH | 0.20% | Add +147.3% | 1,594,910 | $123.0M |
| Osaic Holdings, Inc. | 0.28% | Add +5.7% | 1,512,354 | $116.7M |
| UBS Group AG | 0.04% | Reduce -19.0% | 1,489,624 | $114.9M |
| iA Global Asset Management Inc. | 2.16% | Add +0.5% | 1,464,126 | $112.9M |
| State of Tennessee, Department of Treasury | 0.40% | Add +12.6% | 1,421,676 | $109.7M |
| Emory University | 67.56% | Add +1.5% | 1,360,237 | $104.9M |
| Nan Shan Life Insurance Co., Ltd. | 2.34% | No change | 1,284,652 | $99.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -88.8% | 1,228,086 | $94.7M |
| LPL Financial LLC | 0.05% | Add +7.7% | 1,179,310 | $91.0M |
| TD Asset Management Inc | 0.08% | Add +56.8% | 1,165,511 | $89.9M |
| Geisinger Health | 24.59% | Add +1.6% | 1,096,915 | $84.6M |
| Nuveen Asset Management, LLC | 0.02% | No change | 1,076,376 | $83.0M |
| Toews Corp. | 13.18% | Add +129.1% | 1,035,000 | $79.8M |
| Elliott Investment Management | 0.78% | No change | 1,020,000 | $78.7M |
| Invesco Ltd. | 0.02% | Add +7.0% | 998,944 | $77.1M |
| Aristotle Pacific Capital, LLC | 22.92% | Add +7.3% | 900,815 | $69.5M |
| Neuberger Berman Group LLC | 0.06% | Add +0.2% | 883,543 | $68.2M |
| Millennium Management | 0.06% | Add +250.2% | 867,080 | $66.9M |
| Cetera Investment Advisers | 0.15% | Reduce -14.8% | 864,498 | $66.7M |
| HRT Financial LP | 0.37% | Reduce -67.4% | 861,177 | $66.4M |
| Prudential Financial Inc. | 0.09% | Reduce -27.6% | 805,198 | $62.1M |
| 1832 Asset Management L.P. | 0.11% | Reduce -10.4% | 773,672 | $59.7M |
| US Bancorp \de | 0.08% | Add +8.1% | 760,751 | $58.7M |
| Brevan Howard Capital Management LP | 3.91% | New | 750,000 | $57.9M |
| Utah Retirement Systems | 0.64% | No change | 693,563 | $53.5M |
| Toronto Dominion Bank | 0.08% | Add +528.9% | 682,340 | $52.6M |
| Thrivent Financial for Lutherans | 0.11% | Add +45.1% | 678,073 | $52.3M |
| Parallax Volatility Advisers, L.P. | 1.39% | New | 621,768 | $48.0M |
| Sumitomo Mitsui Financial Group, Inc. | 1.41% | Add +3.7% | 587,167 | $45.3M |
| Deutsche Bank AG | 0.02% | Add +101.5% | 534,875 | $41.3M |
| CI Investments Inc. | 0.16% | Add +18.0% | 528,022 | $40.7M |
| Northern Trust Corp. | 0.01% | Reduce -6.7% | 517,127 | $39.9M |
| SG Americas Securities, LLC | 0.25% | Add +9507.1% | 504,755 | $38.9M |
| MML Investors Services, LLC | 0.15% | Add +3.6% | 471,159 | $36.3M |
| Focus Partners Wealth | 0.12% | Add +99.0% | 448,128 | $34.6M |
| Centiva Capital, LP | 1.60% | New | 423,842 | $32.7M |
| National Philanthropic Trust | 0.62% | Add +15.3% | 421,503 | $32.5M |
| Raymond James & Associates | 0.02% | Add +1.1% | 419,832 | $32.4M |
| Allstate Corp. | 2.60% | Reduce -73.7% | 415,641 | $32.1M |
| BlueCrest Capital Management Ltd | 8.39% | Add +377.8% | 388,215 | $29.9M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 25.08% | Add +626.9% | 378,000 | $29.2M |
| Pure Financial Advisors, LLC | 0.79% | Add +6.1% | 370,401 | $28.6M |
| Apollon Wealth Management, LLC | 0.86% | Reduce -0.4% | 365,010 | $28.2M |
| Stevens Capital Management LP | 9.47% | Add +213.7% | 362,854 | $28.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.11% | Reduce -21.4% | 324,275 | $27.8M |
| Towercrest Capital Management | 4.56% | Add +4.6% | 359,487 | $27.7M |
| Counterpoint Mutual Funds LLC | 6.14% | Add +19.1% | 341,207 | $26.3M |
| Bank of Montreal | 0.01% | Reduce -14.2% | 336,525 | $26.1M |
| Comerica Bank | 0.11% | Add +106.9% | 335,383 | $25.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.27% | Add +59.0% | 332,712 | $25.7M |
| Sei Investments Co. | 0.04% | Add +530.8% | 328,000 | $25.3M |
| Prudential PLC | 0.17% | Reduce -3.1% | 320,665 | $24.7M |
| Hikari Tsushin, Inc. | 1.84% | Add +40.2% | 307,661 | $23.7M |
| Allianz Investment Management U.S. LLC | 1.48% | No change | 300,000 | $23.1M |
| RK Capital Management, LLC | 24.19% | New | 300,000 | $23.1M |
| Verition Fund Management LLC | 0.19% | Add +6.7% | 294,700 | $22.7M |
| Bank of Nova Scotia | 0.04% | Add +1706.9% | 292,020 | $22.5M |
| Fifth Third Bancorp | 0.09% | Reduce -3.8% | 291,712 | $22.5M |
| Macquarie Group Ltd. | 0.03% | No change | 290,000 | $22.4M |
| Jefferies Financial Group Inc. | 0.47% | Add +4067.0% | 287,520 | $22.2M |
| Rafferty Asset Management, LLC | 0.08% | Reduce -25.7% | 283,603 | $21.9M |
| Invst, LLC | 2.40% | Reduce -2.9% | 283,483 | $21.7M |
| Prudent Man Advisors, LLC | 7.60% | Add +5.2% | 278,226 | $21.5M |
| EHP Funds Inc. | 10.41% | Add +6.9% | 273,000 | $21.1M |
| CBIZ Investment Advisory Services, LLC | 1.18% | Add +13.0% | 272,773 | $21.0M |
| Redwood Investment Management, LLC | 1.80% | New | 270,000 | $20.8M |
| Csenge Advisory Group | 1.15% | Reduce -1.8% | 261,900 | $20.2M |
| Hunting Hill Global Capital, LLC | 9.55% | Add +2.5% | 250,000 | $19.3M |
| Stairway Partners, LLC | 1.51% | Add +3.3% | 249,904 | $19.3M |
| Kwmg, LLC | 2.06% | Add +6.3% | 247,337 | $19.1M |
| Twele Capital Management, Inc. | 4.26% | Reduce -0.5% | 243,766 | $18.8M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -18.0% | 239,552 | $18.5M |
| Schroder Investment Management Group | 0.02% | Reduce -20.0% | 239,427 | $18.5M |
| Trust Co | 2.37% | Add +0.6% | 237,868 | $18.3M |
| Williams Jones Wealth Management, LLC. | 0.22% | Add +2.0% | 229,275 | $17.7M |
| American Century Companies Inc. | 0.01% | Reduce -31.6% | 228,412 | $17.6M |
| Tidal Investments LLC | 0.24% | Add +22.5% | 223,218 | $17.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +12.8% | 222,471 | $16.9M |
| Optiver Holding B.V. | 0.33% | New | 218,705 | $16.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -4.1% | 203,371 | $15.7M |
| Truist Financial Corp. | 0.02% | Reduce -10.9% | 202,813 | $15.6M |
| Summit Global Investments | 1.13% | Add +11.9% | 202,638 | $15.6M |
| Capstone Investment Advisors, LLC | 0.70% | Reduce -4.8% | 201,201 | $15.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -9.2% | 194,170 | $15.0M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -19.5% | 191,484 | $14.8M |
| HSBC Holdings PLC | 0.01% | Reduce -46.4% | 190,745 | $14.7M |
| Amarillo National Bank | 2.77% | Add +7.4% | 188,777 | $14.6M |
| Occidental Asset Management, LLC | 2.55% | Add +6.3% | 188,639 | $14.6M |
| Alliance Wealth Management Group | 4.12% | Add +4.6% | 187,166 | $14.4M |
| Prime Capital Investment Advisors, LLC | 0.21% | Add +384.3% | 187,052 | $14.4M |
| Trivium Point Advisory, LLC | 2.12% | Add +20.2% | 184,649 | $14.2M |
| Voya Financial Advisors, Inc. | 1.60% | Add +0.6% | 183,590 | $14.2M |
| CTC LLC | 1.05% | New | 182,581 | $14.1M |
| Private Advisor Group, LLC | 0.09% | Add +60.4% | 177,029 | $13.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +118.0% | 175,603 | $13.5M |
| BlueSky Wealth Advisors, LLC | 2.26% | Add +1.1% | 173,968 | $13.4M |
| NorthCoast Asset Management LLC | 0.11% | Add +6445.4% | 168,870 | $13.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.6% | 167,947 | $13.0M |
| SMI Advisory Services, LLC | 3.16% | Reduce -7.6% | 165,121 | $12.8M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -0.3% | 165,002 | $12.7M |
| Fsa Wealth Partners, Inc. | 3.40% | Add +0.7% | 161,145 | $12.4M |
| Parallel Advisors, LLC | 0.31% | Add +0.5% | 157,926 | $12.2M |
| Cullen/Frost Bankers, Inc. | 0.17% | Reduce -3.5% | 155,963 | $12.0M |
| National Bank of Canada | 0.02% | Reduce -13.5% | 155,239 | $11.9M |
| AAFMAA Wealth Management & Trust LLC | 5.72% | Add +2.1% | 150,601 | $11.6M |
| Farmers & Merchants Investments Inc. | 0.39% | Add +1.3% | 149,836 | $11.6M |
| Checchi Capital Advisers, LLC | 0.90% | Reduce -2.1% | 147,132 | $11.3M |
| Probity Advisors, Inc. | 2.34% | Add +5.0% | 146,583 | $11.3M |
| Park Avenue Securities LLC | 0.13% | Add +4.2% | 141,951 | $10.9M |
| CX Institutional | 0.50% | Reduce -2.5% | 136,734 | $10.5M |
| HighTower Advisors, LLC | 0.02% | Add +40.5% | 137,044 | $10.5M |
| Strategic Investment Advisors / MI | 1.28% | Add +4.5% | 135,809 | $10.5M |
| Alley Investment Management Company, LLC | 1.40% | Add +4.9% | 132,615 | $10.2M |
| Hilltop Holdings Inc. | 1.18% | Reduce -18.0% | 131,652 | $10.2M |
| USA Financial Formulas | 1.63% | Reduce -2.5% | 130,101 | $10.0M |
| Nissay Asset Management Corp. /Japan | 0.07% | Add +0.9% | 129,337 | $10.0M |
| BNP Paribas | 0.50% | Add +12920700.0% | 129,208 | $10.0M |
| Trajan Wealth LLC | 0.64% | Reduce -1.6% | 128,819 | $9.9M |
| Loomis Sayles & Co. L P | 0.01% | Add +5.1% | 128,680 | $9.9M |
| RFG Advisory, LLC | 0.31% | Add +8.8% | 124,233 | $9.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -3.2% | 121,586 | $9.4M |
| Principal Securities, Inc. | 0.26% | Add +18.1% | 121,430 | $9.4M |
| Viewpoint Investment Partners Corp. | 8.20% | No change | 121,300 | $9.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -3.4% | 115,546 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -16.3% | 115,435 | $8.9M |
| Baird Financial Group, Inc. | 0.02% | Add +12.6% | 114,373 | $8.8M |
| Mutual Advisors, LLC | 0.27% | Add +81.7% | 112,162 | $8.8M |
| Atlanta Consulting Group Advisors, LLC | 1.87% | Add +222.9% | 112,537 | $8.7M |
| Global Wealth Management Investment Advisory, Inc. | 2.02% | Add +15.3% | 112,529 | $8.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -13.2% | 112,195 | $8.7M |
| Strong Tower Advisory Services | 2.83% | Add +13.5% | 111,898 | $8.6M |
| AlphaStar Capital Management, LLC | 0.79% | Add +18.6% | 110,088 | $8.5M |
| Towerpoint Wealth, LLC | 4.23% | Add +4.2% | 109,816 | $8.5M |
| Tetragon Partners GP Ltd | 3.93% | Add +40.0% | 108,959 | $8.4M |
| Pinkerton Wealth, LLC | 1.28% | Add +6.0% | 107,842 | $8.3M |
| Cerity Partners LLC | 0.02% | Reduce -17.5% | 106,391 | $8.2M |
| Corient Private Wealth LP | 0.01% | Reduce -5.9% | 106,100 | $8.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -4.2% | 102,620 | $7.9M |
| Daiwa Securities Group Inc. | 0.04% | Add +7.8% | 102,587 | $7.9M |
| Central Bank & Trust Co. | 1.10% | Add +1.0% | 102,305 | $7.9M |
| My Legacy Advisors, LLC | 2.51% | Add +5.1% | 101,833 | $7.9M |
| Townsquare Capital LLC | 0.11% | Reduce -6.7% | 101,805 | $7.9M |
| Bain Capital Credit, LP | 1.54% | New | 101,499 | $7.8M |
| Country Trust Bank | 0.19% | No change | 98,500 | $7.6M |
| M&T Bank Corp | 0.03% | Reduce -29.6% | 97,291 | $7.5M |
| Avitas Wealth Management LLC | 1.09% | Reduce -0.6% | 96,125 | $7.4M |
| Mariner, LLC | 0.01% | Reduce -3.1% | 95,695 | $7.4M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -12.2% | 94,842 | $7.3M |
| Atlas Financial Advisors, Inc. | 11.95% | Reduce -40.2% | 93,631 | $7.2M |
| CIBC Asset Management Inc | 0.03% | Reduce -38.5% | 93,369 | $7.2M |
| Omega Financial Group, LLC | 2.91% | Add +1.4% | 93,069 | $7.2M |
| J.Safra Asset Management Corp | 0.72% | Add +1.2% | 92,220 | $7.1M |
| Y.D. More Investments Ltd | 0.71% | Add +16.0% | 90,768 | $7.0M |
| Rebalance, LLC | 0.55% | Reduce -9.1% | 89,394 | $6.9M |
| Susquehanna International Group Ltd. | 1.73% | New | 89,215 | $6.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -87.7% | 88,718 | $6.8M |
| VestGen Investment Management | 2.01% | Reduce -3.4% | 88,007 | $6.8M |
| Cranbrook Wealth Management, LLC | 1.64% | Reduce -0.6% | 86,571 | $6.7M |
| One Capital Management, LLC | 0.22% | Reduce -9.7% | 85,207 | $6.6M |
| Teachers Retirement System of the State of Kentucky | 0.06% | No change | 84,685 | $6.5M |
| Fullcircle Wealth LLC | 3.18% | — | 83,215 | $6.5M |
| Crabel Capital Management, LLC | 7.85% | Add +38.9% | 82,822 | $6.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.9% | 82,500 | $6.4M |
| TFB Advisors LLC | 2.05% | Add +33.9% | 81,421 | $6.3M |
| Merriman Wealth Management, LLC | 0.27% | Reduce -1.1% | 80,660 | $6.2M |
| Ascent Group, LLC | 0.50% | Reduce -9.3% | 79,858 | $6.2M |
| Darrow Company, Inc. | 4.01% | Reduce -0.3% | 79,831 | $6.2M |
| Topel & Distasi Wealth Management, LLC | 2.65% | Reduce -0.3% | 78,301 | $6.0M |
| Atria Investments, Inc | 0.08% | Reduce -4.4% | 77,717 | $6.0M |
| Alaska Permanent Fund Corp | 0.09% | No change | 74,264 | $5.8M |
| Keybank National Association | 0.02% | Reduce -8.4% | 74,245 | $5.7M |
| McAdam, LLC | 0.34% | Add +6.0% | 73,613 | $5.7M |
| Waverly Advisors, LLC | 0.11% | Add +0.8% | 73,611 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.3% | 73,469 | $5.7M |
| Heritage Oak Wealth Advisors LLC | 2.65% | — | 65,473 | $5.1M |
| Ballentine Partners, LLC | 0.09% | Add +8.5% | 65,300 | $5.0M |
| Wealth Forward, LLC | 3.88% | Add +1.1% | 64,435 | $5.0M |
| SevenBridge Financial Group, LLC | 1.10% | Add +6.0% | 63,954 | $5.0M |
| Donoghue Forlines LLC | 1.41% | Reduce -14.6% | 64,138 | $4.9M |
| Paloma Partners Management Co | 0.54% | Add +333.5% | 63,864 | $4.9M |
| Roundview Capital LLC | 0.38% | Add +5.8% | 63,351 | $4.9M |
| Bensler, LLC | 0.65% | Reduce -6.2% | 62,674 | $4.8M |
| TD Private Client Wealth LLC | 0.15% | Add +2.5% | 61,282 | $4.7M |
| Choreo, LLC | 0.08% | Add +9.6% | 61,145 | $4.7M |
| Penserra Capital Management LLC | 0.06% | Reduce -0.0% | 60,413 | $4.7M |
| Equitable Holdings, Inc. | 0.05% | Reduce -1.9% | 60,323 | $4.7M |
| Plan Group Financial, LLC | 2.85% | Add +7.3% | 60,323 | $4.7M |
| Freedom Investment Management, Inc. | 0.38% | Reduce -37.1% | 59,704 | $4.6M |
| Sofi Wealth, LLC | 0.38% | Add +13.7% | 58,932 | $4.5M |
| Conning Inc. | 0.17% | Reduce -77.4% | 58,395 | $4.5M |
| Blue Fin Capital, Inc. | 0.90% | Add +8.2% | 58,342 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -0.9% | 57,107 | $4.4M |
| Greenup Street Wealth Management LLC | 1.03% | Add +7.7% | 56,981 | $4.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +51.0% | 56,952 | $4.4M |
| Valmark Advisers, Inc. | 0.07% | Add +0.6% | 56,675 | $4.4M |
| Boltwood Capital Management | 1.36% | Add +107.0% | 56,560 | $4.4M |
| NBT Bank, N.A. | 0.31% | Reduce -1.6% | 55,351 | $4.3M |
| HMS Capital Management, LLC | 2.18% | Add +5.9% | 54,352 | $4.2M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -29.2% | 53,906 | $4.2M |
| Ironwood Financial, llc | 0.93% | Add +4.3% | 53,783 | $4.1M |
| IMC-Chicago, LLC | 0.13% | Add +334.4% | 53,368 | $4.1M |
| Old Mission Capital LLC | 0.11% | New | 53,355 | $4.1M |
| OxenFree Capital LLC | 3.54% | Add +3.4% | 52,629 | $4.1M |
| Members Capital Advisors Inc. | 4.67% | No change | 52,000 | $4.0M |
| IFG Advisors, LLC | 0.95% | Add +8.7% | 51,905 | $4.0M |
| Integrated Advisors Network LLC | 0.20% | Add +9.7% | 51,188 | $3.9M |
| Metropolitan Life Insurance Co | 1.53% | No change | 50,165 | $3.9M |
| Beirne Wealth Consulting Services, LLC | 1.55% | Add +6.5% | 49,753 | $3.8M |
| Transamerica Financial Advisors, LLC | 0.41% | No change | 49,537 | $3.8M |
| Palogic Value Management, L.P. | 1.62% | Add +1.5% | 49,492 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.6% | 63,342 | $3.8M |
| New England Asset Management Inc. | 0.65% | No change | 48,790 | $3.8M |
| Alliance Wealth Advisors, LLC | 1.10% | Reduce -5.0% | 48,730 | $3.8M |
| Personal Cfo Solutions, LLC | 0.57% | Reduce -7.4% | 48,415 | $3.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Add +92.9% | 48,190 | $3.7M |
| Parkside Financial Bank & Trust | 0.57% | Reduce -17.3% | 47,362 | $3.7M |
| Natixis | 0.02% | New | 46,179 | $3.6M |
| Cypress Wealth Services, LLC | 0.77% | Reduce -2.0% | 44,836 | $3.5M |
| Sterling Investment Advisors LLC | 2.07% | Add +0.0% | 43,949 | $3.4M |
| Raymond James Trust N.A. | 0.08% | Reduce -1.6% | 43,902 | $3.4M |
| Washington Trust Advisors, Inc. | 0.31% | Reduce -0.6% | 43,668 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -27.3% | 43,422 | $3.3M |
| Transcendent Capital Group LLC | 1.93% | Reduce -0.2% | 43,359 | $3.3M |
| Blair William & Co. | 0.01% | Add +2.8% | 42,787 | $3.3M |
| Lodestar Private Asset Management LLC | 0.45% | Add +1.0% | 42,775 | $3.3M |
| Davies Financial Advisors, Inc. | 3.00% | Add +0.2% | 41,717 | $3.2M |
| Fiera Capital Corp | 0.01% | Add +0.1% | 41,365 | $3.2M |
| Hurlow Wealth Management Group, Inc. | 1.07% | Add +5.9% | 40,295 | $3.1M |
| IFP Advisors, Inc | 0.12% | Reduce -17.7% | 40,109 | $3.1M |
| Global Retirement Partners, LLC | 0.10% | Add +5.0% | 40,042 | $3.1M |
| Advisors Preferred, LLC | 0.53% | Reduce -11.0% | 40,222 | $3.1M |
| Cim, LLC | 0.46% | Add +3.5% | 38,721 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.6% | 39,604 | $3.1M |
| Vontobel Holding Ltd. | 0.01% | Add +5.6% | 39,526 | $3.0M |
| Financial Alternatives, Inc | 2.29% | Reduce -0.1% | 39,511 | $3.0M |
| Partners Capital Investment Group, LLP | 0.05% | Add +5.3% | 38,852 | $3.0M |
| Insight Wealth Partners, LLC | 1.94% | Add +0.1% | 38,727 | $3.0M |
| 5th Street Advisors, LLC | 1.56% | Reduce -2.7% | 38,653 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +13.0% | 38,478 | $3.0M |
| Vicus Capital | 0.26% | Reduce -6.6% | 37,710 | $2.9M |
| Providence Capital Advisors, LLC | 0.63% | Add +1.3% | 37,275 | $2.9M |
| Invictus Private Wealth, LLC | 0.24% | Add +0.3% | 37,050 | $2.9M |
| Eq LLC | 1.70% | Reduce -14.5% | 36,718 | $2.8M |
| LVZ, Inc. | 0.38% | Reduce -1.7% | 36,293 | $2.8M |
| Elevation Wealth Partners, LLC | 1.32% | Add +23.0% | 36,058 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.9% | 35,860 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -4.9% | 35,860 | $2.8M |
| Mma Asset Management LLC | 1.29% | Add +0.1% | 35,798 | $2.8M |
| Financial & Tax Architects, LLC | 0.74% | Add +7.8% | 35,716 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | — | 35,442 | $2.7M |
| LifePlan Investment Advisors, Inc. | 1.96% | Add +4.1% | 35,172 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.7% | 34,929 | $2.7M |
| Trek Financial, LLC | 0.21% | New | 34,385 | $2.7M |
| Tolleson Wealth Management, Inc. | 0.52% | No change | 34,113 | $2.6M |
| Buska Wealth Management, LLC | 1.04% | Add +33.8% | 33,752 | $2.6M |
| Guardian Capital LP | 0.10% | No change | 33,500 | $2.6M |
| Curran Financial Partners, LLC | 0.86% | Add +0.0% | 33,391 | $2.6M |
| Boston Research & Management Inc. | 0.65% | Reduce -1.0% | 33,392 | $2.6M |
| Allie Family Office LLC | 1.54% | Reduce -0.1% | 33,164 | $2.6M |
| FineMark National Bank & Trust | 0.09% | Add +33.4% | 32,667 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -98.3% | 32,507 | $2.5M |
| Covenant Partners, LLC | 0.76% | Reduce -1.5% | 32,496 | $2.5M |
| Bellecapital International Ltd. | 0.54% | Reduce -9.5% | 32,457 | $2.5M |
| SeaCrest Wealth Management, LLC | 0.28% | Reduce -2.6% | 32,215 | $2.5M |
| Sykon Capital LLC | 0.92% | Reduce -23.1% | 31,548 | $2.4M |
| MorganRosel Wealth Management, LLC | 0.84% | Reduce -3.6% | 30,930 | $2.4M |
| Global Endowment Management, LP | 0.25% | Reduce -8.7% | 30,590 | $2.4M |
| Richardson Financial Services Inc. | 1.69% | Reduce -10.7% | 30,450 | $2.3M |
| Arch Capital Group LTD. | 1.01% | No change | 30,000 | $2.3M |
| Neumann Capital Management, LLC | 0.79% | Reduce -13.2% | 29,718 | $2.3M |
| Hall Capital Management Co. Inc. | 1.09% | Add +4.1% | 29,623 | $2.3M |
| First Heartland Consultants, Inc. | 0.23% | Add +19.7% | 29,011 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -50.0% | 29,662 | $2.3M |
| Global Trust Asset Management, LLC | 0.91% | Reduce -1.8% | 29,174 | $2.3M |
| Virtue Capital Management, LLC | 0.38% | Reduce -26.7% | 28,545 | $2.2M |
| Kingsview Wealth Management, LLC | 0.05% | Add +1.0% | 28,962 | $2.2M |
| GeoWealth Management, LLC | 0.10% | Add +7.1% | 28,710 | $2.2M |
| Advisory Services Network, LLC | 0.05% | Add +25.0% | 28,592 | $2.2M |
| Frank, Rimerman Advisors LLC | 0.15% | No change | 28,263 | $2.2M |
| Lanark Financial, Inc. | 0.20% | Add +4.6% | 27,993 | $2.2M |
| EMG Holdings, L.P. | 2.52% | Reduce -61.8% | 27,776 | $2.1M |
| Verdad Advisers, LP | 2.46% | New | 27,650 | $2.1M |
| Rehmann Capital Advisory Group | 0.15% | Reduce -2.8% | 27,345 | $2.1M |
| AdvisorNet Financial, Inc | 0.19% | Reduce -29.2% | 26,872 | $2.1M |
| Mandatum Life Insurance Co Ltd | 0.69% | Add +0.8% | 26,789 | $2.1M |
| Captrust Financial Advisors | 0.01% | Add +89.7% | 26,684 | $2.1M |
| Syon Capital LLC | 0.19% | Add +3.1% | 26,561 | $2.0M |
| Lorne Steinberg Wealth Management Inc. | 0.66% | Add +42.4% | 26,553 | $2.0M |
| CW Advisors, LLC | 0.03% | Reduce -8.1% | 26,285 | $2.0M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -4.1% | 26,019 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -14.0% | 25,974 | $2.0M |
| Corepath Wealth Partners LLC | 2.08% | Add +2.3% | 25,426 | $2.0M |
| David J Yvars Group | 1.22% | Add +0.6% | 25,241 | $1.9M |
| HFG Advisors, Inc. | 1.81% | Add +3.7% | 25,191 | $1.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -92.3% | 25,164 | $1.9M |
| Motiv8 Investments LLC | 1.43% | Reduce -0.6% | 24,966 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -3.4% | 24,659 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +12.3% | 24,426 | $1.9M |
| 1ST Source Bank | 0.11% | Reduce -24.8% | 24,374 | $1.9M |
| Sheridan Capital Management, LLC | 1.40% | Reduce -1.7% | 24,490 | $1.9M |
| Thrive Capital Management, LLC | 0.86% | New | 24,268 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +2.0% | 23,923 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Add +2.7% | 23,835 | $1.8M |
| Ellenbecker Investment Group | 0.37% | Add +1.5% | 23,635 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -18.5% | 23,628 | $1.8M |
| Clarus Wealth Advisors | 0.97% | Add +60.4% | 23,503 | $1.8M |
| Sierra Capital LLC | 0.24% | Reduce -6.8% | 23,407 | $1.8M |
| BTS Asset Management, Inc. | 1.68% | Reduce -8.5% | 23,403 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.44% | Add +7.6% | 23,169 | $1.8M |
| Synovus Financial Corp. | 0.02% | Add +13.1% | 22,639 | $1.7M |
| Flow Traders U.S. LLC | 0.09% | New | 22,580 | $1.7M |
| Ramiah Investment Group | 1.70% | Add +3.6% | 22,517 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +6.3% | 22,324 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.11% | Reduce -2.3% | 22,292 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +1.3% | 22,198 | $1.7M |
| Prostatis Group LLC | 0.60% | Reduce -6.3% | 22,102 | $1.7M |
| SVB Wealth LLC | 0.04% | Reduce -6.1% | 21,527 | $1.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.47% | Reduce -29.9% | 21,481 | $1.7M |
| PFG Advisors | 0.11% | Add +261.7% | 21,152 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 20,986 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.28% | Add +2.5% | 20,503 | $1.6M |
| Sowell Financial Services LLC | 0.07% | Add +0.0% | 20,314 | $1.6M |
| Islay Capital Management, LLC | 1.12% | Add +27.6% | 20,097 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.24% | Reduce -26.5% | 19,993 | $1.5M |
| Ranch Capital Advisors Inc. | 0.80% | Add +3.8% | 19,941 | $1.5M |
| SignalPoint Asset Management, LLC | 0.41% | Reduce -2.8% | 19,821 | $1.5M |
| Grey Fox Wealth Advisors, LLC | 0.54% | Reduce -2.5% | 19,818 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.15% | Add +1.5% | 19,807 | $1.5M |
| Summit Wealth Partners, LLC | 0.32% | Add +9.8% | 19,781 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +3.3% | 19,673 | $1.5M |
| Jacobi Capital Management LLC | 0.13% | Reduce -2.1% | 19,528 | $1.5M |
| Saxony Capital Management, LLC | 1.64% | Reduce -39.7% | 19,354 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.36% | New | 19,294 | $1.5M |
| Picton Mahoney Asset Management | 0.06% | Reduce -33.1% | 19,280 | $1.5M |
| Financial Counselors Inc. | 0.02% | Reduce -2.0% | 19,261 | $1.5M |
| Florida Trust Wealth Management Co | 0.05% | Reduce -9.6% | 19,236 | $1.5M |
| Institutional & Family Asset Management, LLC | 0.23% | Reduce -0.2% | 19,201 | $1.5M |
| Asset Allocation & Management Company, LLC | 0.98% | No change | 19,130 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -29.4% | 18,978 | $1.5M |
| LifePro Asset Management | 1.05% | Reduce -36.1% | 18,959 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +3.0% | 18,900 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | Add +152.6% | 18,739 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -8.4% | 18,418 | $1.4M |
| Fortis Capital Management LLC | 0.30% | Add +337.3% | 18,314 | $1.4M |
| Telos Capital Management, Inc. | 0.16% | Reduce -1.6% | 18,245 | $1.4M |
| Dimension Capital Management LLC | 0.29% | Reduce -0.4% | 18,205 | $1.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Add +40.3% | 18,100 | $1.4M |
| Aristides Capital LLC | 0.58% | No change | 18,000 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -21.2% | 17,926 | $1.4M |
| Summit Financial, LLC | 0.06% | Add +10.6% | 17,801 | $1.4M |
| Drive Wealth Management, LLC | 0.37% | Add +15.2% | 17,718 | $1.4M |
| Better Money Decisions, LLC | 1.03% | Add +15.6% | 17,709 | $1.4M |
| Sterling Investment Counsel, LLC | 0.54% | Reduce -12.9% | 17,695 | $1.4M |
| Maven Securities LTD | 0.21% | No change | 17,600 | $1.4M |
| Stone Summit Wealth LLC | 0.47% | Reduce -8.0% | 17,169 | $1.3M |
| Howard Capital Management, LLC | 0.13% | Add +10.3% | 16,663 | $1.3M |
| Arrow Investment Advisors, LLC | 1.17% | No change | 16,580 | $1.3M |
| Shenkman Capital Management Inc. | 1.32% | Reduce -61.3% | 16,405 | $1.3M |
| Norden Group LLC | 0.25% | Reduce -11.3% | 16,335 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.9% | 16,282 | $1.3M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -2.3% | 16,193 | $1.3M |
| One River Asset Management, LLC | 0.67% | Reduce -92.4% | 15,886 | $1.2M |
| Whittier Trust Co. | 0.02% | Add +13.4% | 15,816 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | Add +0.1% | 15,758 | $1.2M |
| City Holding Co. | 0.18% | Add +21.9% | 15,573 | $1.2M |
| Cwm, LLC | 0.01% | Reduce -13.4% | 15,540 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +161.7% | 15,430 | $1.2M |
| Insigneo Advisory Services, LLC | 0.13% | New | 15,046 | $1.2M |
| Florin Court Capital LLP | 1.59% | Reduce -43.2% | 15,000 | $1.2M |
| Wellington Management Group LLP | 0.00% | No change | 15,000 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1486.5% | 14,818 | $1.1M |
| Global Assets Advisory, LLC | 1.81% | Reduce -19.1% | 14,733 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Add +0.0% | 14,687 | $1.1M |
| Fulcrum Equity Management | 1.02% | Reduce -52.1% | 14,668 | $1.1M |
| Flagstar Securities, Inc. | 0.31% | Add +4.4% | 14,551 | $1.1M |
| Petix & Botte Co | 0.32% | Reduce -83.0% | 14,533 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -13.0% | 14,483 | $1.1M |
| BLB&B Advisors, LLC | 0.06% | Add +13.6% | 14,466 | $1.1M |
| Heritage Wealth Management, Inc. | 1.07% | Add +8.9% | 14,440 | $1.1M |
| Continuum Advisory, LLC | 0.16% | Add +2.9% | 14,337 | $1.1M |
| Arkadios Wealth Advisors | 0.07% | Add +27.1% | 14,334 | $1.1M |
| Belpointe Asset Management LLC | 0.08% | Add +16.1% | 14,163 | $1.1M |
| Owen LaRue, LLC | 0.67% | Add +0.0% | 14,036 | $1.1M |
| First Interstate Bank | 0.07% | No change | 14,026 | $1.1M |
| Adams Wealth Management | 0.25% | Add +1.8% | 14,025 | $1.1M |
| CacheTech Inc. | 0.25% | — | 14,025 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Add +8.3% | 13,971 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -5.5% | 13,933 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 13,845 | $1.1M |
| Redmont Wealth Advisors LLC | 1.67% | Add +1.6% | 13,695 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | Add +6.0% | 13,552 | $1.0M |
| Cantor Fitzgerald, L. P. | 0.21% | New | 13,440 | $1.0M |
| Bessemer Group Inc. | 0.00% | Reduce -6.9% | 13,369 | $1.0M |
| Cadent Capital Advisors, LLC | 0.42% | New | 13,263 | $1.0M |
| Financial Partners Group, Inc | 0.16% | Add +0.1% | 13,222 | $1.0M |
| Ariadne Wealth Management, LP | 0.79% | — | 13,000 | $1.0M |
| ShoreHaven Wealth Partners, LLC | 0.52% | Reduce -21.1% | 12,936 | $998K |
| Pinion Investment Advisors, LLC | 0.50% | Add +2.1% | 12,914 | $996K |
| NewEdge Advisors, LLC | 0.01% | Reduce -47.5% | 12,838 | $990K |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -16.1% | 12,792 | $987K |
| Prosperity Wealth Management, Inc. | 0.48% | Add +77.8% | 12,719 | $981K |
| Clear Creek Financial Management, LLC | 0.12% | Add +5.0% | 12,388 | $956K |
| Accurate Wealth Management, LLC | 0.23% | Reduce -8.4% | 12,179 | $950K |
| Aveo Capital Partners, LLC | 0.11% | Add +5.5% | 12,302 | $949K |
| Arkos Global Advisors | 0.15% | Add +0.9% | 12,293 | $948K |
| Atlas Private Wealth Advisors | 0.15% | Add +79.5% | 12,169 | $939K |
| Activest Wealth Management | 0.31% | Reduce -4.4% | 12,053 | $930K |
| RiverGlades Family Offices LLC | 0.71% | Add +2.5% | 11,784 | $909K |
| Allworth Financial LP | 0.01% | Reduce -88.6% | 11,643 | $908K |
| Strategic Blueprint, LLC | 0.06% | Reduce -59.2% | 11,671 | $900K |
| Narus Financial Partners, LLC | 0.36% | Add +10.3% | 11,608 | $895K |
| GFG Capital, LLC | 0.24% | Add +0.9% | 11,524 | $890K |
| Commerce Bank | 0.01% | Add +4.9% | 11,487 | $886K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.9% | 11,383 | $878K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -1.7% | 11,181 | $875K |
| XTX Topco Ltd | 0.07% | Add +46.1% | 11,329 | $874K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -1.3% | 11,322 | $873K |
| Avory & Company, LLC | 0.61% | Reduce -13.0% | 11,266 | $869K |
| Jones Financial Companies LLLP | 0.00% | Add +85.0% | 11,110 | $857K |
| Creative Planning | 0.00% | Add +36.4% | 11,083 | $855K |
| D.A. Davidson & Co. | 0.01% | Reduce -15.9% | 11,062 | $853K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.4% | 10,918 | $842K |
| Pinnacle Associates Ltd. | 0.01% | Add +14.1% | 10,913 | $842K |
| EPIQ Capital Group, LLC | 0.30% | Add +152.8% | 10,910 | $842K |
| Trilogy Capital Inc. | 0.05% | Add +75.1% | 10,845 | $837K |
| Callan Capital, LLC | 0.07% | Add +40.8% | 10,705 | $826K |
| American Financial Advisors, LLC | 0.12% | Reduce -1.9% | 10,628 | $820K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -37.9% | 10,563 | $815K |
| Scotia Capital Inc. | 0.00% | Reduce -32.8% | 10,527 | $812K |
| Squarepoint Ops LLC | 0.00% | Reduce -95.7% | 10,433 | $805K |
| McElhenny Sheffield Capital Management, LLC | 0.27% | No change | 10,235 | $790K |
| LJI Wealth Management, LLC | 0.17% | Reduce -2.4% | 10,031 | $774K |
| Graham Capital Management, L.P. | 0.05% | New | 10,000 | $771K |
| Regal Investment Advisors LLC | 0.05% | Reduce -1.2% | 9,943 | $767K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -0.7% | 9,863 | $761K |
| Old National Bancorp | 0.02% | No change | 9,792 | $755K |
| Guidance Capital, Inc. | 0.25% | Add +6.7% | 9,613 | $755K |
| Roberts Financial Services LLC | 0.15% | Reduce -12.7% | 9,581 | $739K |
| Bremer Bank National Association | 0.14% | Reduce -7.8% | 9,565 | $738K |
| Rareview Capital LLC | 0.70% | Reduce -1.1% | 9,550 | $737K |
| Independent Financial Group, LLC | 0.03% | Add +10.7% | 9,519 | $734K |
| Guardian Wealth Advisors, LLC | 0.48% | Reduce -7.3% | 9,490 | $732K |
| Argonautica Private Wealth Management, Inc. | 0.25% | Add +3.5% | 9,489 | $732K |
| GC Wealth Management RIA, LLC | 0.14% | No change | 9,484 | $732K |
| Sovereign Investment Advisors, LLC | 0.27% | Reduce -0.4% | 9,311 | $721K |
| Coppell Advisory Solutions LLC | 0.12% | — | 9,298 | $717K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -10.3% | 9,294 | $717K |
| Avior Wealth Management, LLC | 0.03% | Reduce -20.2% | 9,283 | $716K |
| Annex Advisory Services, LLC | 0.03% | Reduce -0.0% | 9,203 | $710K |
| Banco Santander, S.A. | 0.01% | No change | 9,200 | $710K |
| Cosner Financial Group, LLC | 0.50% | Reduce -2.1% | 9,106 | $702K |
| Moss Adams Wealth Advisors LLC | 0.10% | Reduce -58.5% | 9,026 | $696K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -14.8% | 8,829 | $681K |
| Bridgewater Associates | 0.00% | No change | 8,826 | $681K |
| Joseph P. Lucia & Associates, LLC | 0.34% | Add +2.4% | 8,699 | $671K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -9.4% | 8,705 | $671K |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -0.7% | 8,664 | $668K |
| UMB Bank, n.a. | 0.01% | Add +6.9% | 8,524 | $658K |
| Daymark Wealth Partners, LLC | 0.03% | New | 8,519 | $657K |
| Richard W. Paul & Associates, LLC | 0.25% | Add +19.9% | 8,451 | $652K |
| Webster Bank, N. A. | 0.07% | Reduce -17.7% | 8,451 | $652K |
| Wick Capital Partners, LLC | 0.22% | Add +13.8% | 8,269 | $638K |
| Modern Wealth Management, LLC | 0.05% | Reduce -0.0% | 8,260 | $637K |
| Focus Financial Network, Inc. | 0.03% | Add +1.1% | 8,088 | $632K |
| Sagace Wealth Management LLC | 0.62% | — | 8,075 | $632K |
| Elm Partners Management LLC | 0.05% | Add +15.7% | 8,175 | $631K |
| Dakota Wealth Management | 0.01% | Add +6.9% | 8,132 | $627K |
| Greytown Advisors Inc. | 0.37% | Add +1.5% | 8,083 | $624K |
| Pacer Advisors, Inc. | 0.00% | No change | 8,065 | $622K |
| Visionary Wealth Advisors | 0.04% | Reduce -7.4% | 8,040 | $620K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -82.3% | 7,906 | $610K |
| FWG Holdings, LLC | 0.31% | Add +9.9% | 7,768 | $608K |
| Pathstone Holdings, LLC | 0.00% | Add +3.0% | 7,862 | $607K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -14.3% | 7,813 | $604K |
| Dorsey Wright & Associates | 0.16% | Reduce -7.2% | 7,780 | $600K |
| Burns J W & Co. Inc. | 0.08% | Reduce -5.0% | 7,738 | $597K |
| Citizens & Northern Corp. | 0.19% | Add +3.5% | 7,686 | $593K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | Reduce -2.5% | 7,640 | $589K |
| Barden Capital Management, Inc. | 0.56% | Add +2.8% | 7,635 | $589K |
| IHT Wealth Management, LLC | 0.02% | Reduce -10.9% | 7,527 | $581K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -16.3% | 7,482 | $577K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.2% | 7,428 | $573K |
| Bar Harbor Wealth Management | 0.04% | Reduce -2.8% | 7,390 | $570K |
| First Horizon Advisors, Inc. | 0.02% | Add +8.5% | 7,377 | $569K |
| Sterling Wealth Management, Inc. | 0.27% | No change | 7,299 | $563K |
| Portside Wealth Group, LLC | 0.11% | Reduce -37.7% | 7,291 | $562K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -0.3% | 7,243 | $559K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.3% | 7,172 | $553K |
| Clear Investment Research, LLC | 0.72% | Add +5.7% | 7,115 | $549K |
| Guardian Capital Advisors LP | 0.06% | Add +10.1% | 7,058 | $547K |
| World Investment Advisors | 0.03% | New | 7,082 | $546K |
| Cibc World Market Inc. | 0.00% | Add +7.6% | 7,038 | $543K |
| Fortis Group Advisors, LLC | 0.11% | Reduce -3.8% | 6,989 | $539K |
| Oxinas Partners, LLC | 0.36% | Reduce -0.6% | 6,959 | $537K |
| Harbour Investments, Inc. | 0.02% | Add +13.0% | 6,909 | $533K |
| Sonora Investment Management Group, LLC | 0.04% | No change | 6,847 | $532K |
| Proathlete Wealth Management LLC | 0.25% | No change | 6,899 | $532K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -2.8% | 6,846 | $528K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -23.9% | 6,843 | $528K |
| Noesis Capital Mangement Corp. | 0.12% | Reduce -3.4% | 6,755 | $521K |
| Diversify Wealth Management, LLC | 0.06% | — | 6,745 | $521K |
| Efficient Advisors, LLC | 0.03% | Reduce -0.1% | 6,744 | $520K |
| Brookstone Capital Management | 0.01% | Reduce -2.0% | 6,619 | $518K |
| Belvedere Trading LLC | 0.03% | New | 6,694 | $516K |
| Leeward Financial Partners, LLC | 0.21% | Reduce -16.7% | 6,631 | $512K |
| Mittelman Wealth Management | 0.33% | Add +125.1% | 6,621 | $511K |
| Union Savings Bank | 0.27% | Reduce -4.3% | 6,618 | $510K |
| Traynor Capital Management, Inc. | 0.04% | Add +2.7% | 6,487 | $500K |
| Fisher Asset Management | 0.00% | Reduce -28.3% | 6,463 | $499K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -95.8% | 6,398 | $494K |
| Concorde Asset Management, LLC | 0.30% | Add +145.0% | 6,378 | $492K |
| TruNorth Capital Management, LLC | 0.16% | No change | 6,356 | $490K |
| Girard Partners LTD. | 0.05% | Reduce -23.3% | 6,332 | $488K |
| PFG Investments, LLC | 0.03% | Reduce -0.4% | 6,328 | $488K |
| Olde Wealth Management, LLC | 0.19% | New | 6,317 | $487K |
| Peoples Bank | 0.25% | No change | 6,277 | $484K |
| Mgo One Seven LLC | 0.02% | Reduce -25.6% | 6,244 | $482K |
| Fairview Capital Investment Management, LLC | 0.03% | Reduce -1.1% | 6,234 | $481K |
| Dohj, LLC | 0.12% | Reduce -42.5% | 6,231 | $481K |
| Manning & Napier Advisors LLC | 0.01% | — | 6,218 | $480K |
| Riggs Asset Managment Co. Inc. | 0.14% | Add +10.5% | 6,148 | $474K |
| AlTi Global, Inc. | 0.01% | No change | 6,060 | $467K |
| FMR LLC | 0.00% | Reduce -10.5% | 6,008 | $463K |
| Betterment LLC | 0.00% | Add +27.8% | 6,008 | $463K |
| Colonial Trust Co / SC | 0.08% | Reduce -7.3% | 5,974 | $461K |
| Aua Capital Management, LLC | 0.28% | No change | 5,947 | $459K |
| POM Investment Strategies, LLC | 0.37% | No change | 5,939 | $458K |
| Madison Asset Management, LLC | 0.01% | No change | 5,900 | $455K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.6% | 5,856 | $452K |
| Marex Group Ltd | 0.01% | New | 5,831 | $450K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -2.4% | 5,767 | $445K |
| Spire Wealth Management | 0.02% | Reduce -12.1% | 5,752 | $444K |
| Coston, McIsaac & Partners | 0.14% | Reduce -4.8% | 5,709 | $440K |
| SWS Partners | 0.13% | Reduce -5.4% | 5,646 | $436K |
| Centennial Wealth Advisory LLC | 0.19% | Add +26.8% | 5,641 | $435K |
| Wesbanco Bank Inc. | 0.02% | Reduce -82.8% | 5,627 | $434K |
| New World Advisors LLC | 0.12% | Reduce -75.8% | 5,459 | $421K |
| Geller Advisors LLC | 0.03% | Add +8.8% | 5,447 | $420K |
| Epic Trust Investment Advisors, LLC | 0.46% | Reduce -24.2% | 5,427 | $419K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Add +100.0% | 5,420 | $418K |
| Rooted Wealth Advisors, Inc. | 0.18% | Reduce -2.3% | 5,329 | $416K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.4% | 5,364 | $414K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -11.4% | 5,356 | $414K |
| Cohen Investment Advisors LLC | 0.33% | Add +11.6% | 5,572 | $411K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -1.6% | 5,292 | $408K |
| Berkeley Capital Partners, LLC | 0.12% | Add +6.6% | 5,199 | $401K |
| Midwest Professional Planners, LTD. | 0.13% | Reduce -5.4% | 5,143 | $397K |
| BKM Wealth Management, LLC | 0.19% | Add +4.6% | 5,134 | $396K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -18.3% | 5,071 | $389K |
| Haverford Trust Co | 0.00% | Reduce -1.0% | 5,023 | $387K |
| Federated Hermes, Inc. | 0.00% | New | 5,000 | $386K |
| Rossmore Private Capital | 0.05% | Add +0.8% | 4,994 | $385K |
| West Branch Capital LLC | 0.14% | No change | 4,978 | $384K |
| Forefront Analytics, LLC | 0.18% | New | 4,975 | $384K |
| Balefire, LLC | 0.14% | Reduce -52.3% | 4,967 | $383K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +34.5% | 4,951 | $382K |
| Sovereign Financial Group, Inc. | 0.09% | Add +13.0% | 4,875 | $376K |
| Arete Wealth Advisors, LLC | 0.03% | New | 4,810 | $371K |
| Accredited Investors Inc. | 0.02% | New | 4,800 | $370K |
| Private Trust Co. NA | 0.04% | Add +1.3% | 4,728 | $365K |
| Ieq Capital, LLC | 0.00% | New | 4,711 | $363K |
| Citizens Financial Group Inc. | 0.01% | Reduce -4.5% | 4,653 | $359K |
| Kornitzer Capital Management Inc. | 0.01% | New | 4,641 | $358K |
| Intrust Bank NA | 0.04% | No change | 4,628 | $357K |
| Independent Wealth Network Inc. | 0.17% | Reduce -3.4% | 4,609 | $356K |
| SWP Financial LLC | 0.23% | Reduce -90.6% | 4,600 | $355K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -32.1% | 4,594 | $354K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -49.4% | 4,578 | $353K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -16.2% | 4,509 | $348K |
| Red Wave Investments LLC | 0.13% | Reduce -12.8% | 4,455 | $344K |
| Family Asset Management, LLC | 0.22% | Reduce -9.7% | 4,447 | $343K |
| Cypress Capital Group | 0.04% | Add +4.1% | 4,425 | $341K |
| Proficio Capital Partners LLC | 0.04% | No change | 4,415 | $341K |
| Lwmg, LLC | 0.07% | Reduce -4.7% | 4,415 | $341K |
| Modera Wealth Management, LLC | 0.01% | Add +4.1% | 4,412 | $340K |
| Phoenix Financial Ltd. | 0.01% | Reduce -3.8% | 4,412 | $339K |
| Chesapeake Wealth Management | 0.12% | Reduce -6.3% | 4,397 | $339K |
| DHK Financial Advisors, Inc. | 0.24% | No change | 4,389 | $339K |
| Walker Asset Management, LLC | 0.22% | Add +0.7% | 4,309 | $332K |
| Kepos Capital LP | 0.13% | Add +16.2% | 4,300 | $332K |
| Yeomans Consulting Group, Inc. | 0.13% | Reduce -4.6% | 4,282 | $330K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.5% | 4,247 | $328K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +0.7% | 4,226 | $326K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 4,221 | $326K |
| Aspect Partners, LLC | 0.19% | Reduce -42.2% | 4,208 | $325K |
| O'ROURKE & COMPANY, Inc | 0.18% | Add +28.0% | 4,186 | $323K |
| Washington Trust Bank | 0.03% | Reduce -17.7% | 4,172 | $322K |
| Barrett & Company, Inc. | 0.15% | Add +0.6% | 4,160 | $321K |
| Coastline Trust Co | 0.04% | New | 4,140 | $319K |
| Hillcrest Wealth Advisors - NY, LLC | 0.17% | New | 4,125 | $318K |
| MMBG Investment Advisors Co. | 0.03% | No change | 4,125 | $318K |
| Cresset Asset Management, LLC | 0.00% | Add +5.0% | 4,120 | $318K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -4.5% | 4,106 | $317K |
| Merit Financial Group, LLC | 0.01% | Reduce -13.5% | 4,051 | $312K |
| Regions Financial Corp. | 0.00% | Reduce -17.1% | 4,049 | $312K |
| Summit Wealth Group, LLC | 0.09% | New | 4,035 | $311K |
| Performance Wealth Partners, LLC | 0.01% | New | 3,996 | $308K |
| Alphadyne Asset Management LP | 0.14% | New | 3,945 | $304K |
| Eldridge Investment Advisors, Inc. | 0.08% | Reduce -6.0% | 3,941 | $304K |
| &partners | 0.01% | New | 3,933 | $303K |
| Lockerman Financial Group, Inc. | 0.55% | No change | 3,928 | $303K |
| Q3 Asset Management | 0.07% | New | 3,855 | $301K |
| Fortis Capital Advisors, LLC | 0.11% | New | 3,900 | $301K |
| High Falls Advisors, Inc | 0.07% | Add +0.5% | 3,888 | $300K |
| Beacon Financial Group | 0.03% | Reduce -14.6% | 3,875 | $299K |
| GTS Securities LLC | 0.01% | New | 3,867 | $298K |
| Brown Advisory Inc. | 0.00% | Reduce -41.3% | 3,859 | $298K |
| Enterprise Bank & Trust Co | 0.10% | Reduce -39.4% | 3,851 | $297K |
| Spectrum Strategic Capital Management, LLC | 0.22% | Reduce -2.1% | 3,832 | $296K |
| Elk River Wealth Management LLC | 0.06% | Reduce -36.8% | 3,818 | $295K |
| Fortitude Advisory Group L.L.C. | 0.18% | No change | 3,809 | $294K |
| Advisors Capital Management, LLC | 0.01% | New | 3,780 | $292K |
| Cardiff Park Advisors, LLC | 0.03% | New | 3,771 | $291K |
| Madison Wealth Partners, Inc | 0.10% | Add +31.0% | 3,769 | $291K |
| Stelac Advisory Services LLC | 0.12% | No change | 3,764 | $290K |
| AEGON USA Investment Management, LLC | 0.29% | No change | 3,743 | $290K |
| Empower Advisory Group, LLC | 0.00% | Reduce -57.1% | 3,732 | $288K |
| Opus Investment Management Inc. | 0.19% | No change | 3,725 | $287K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -12.1% | 3,720 | $287K |
| ProVise Management Group, LLC | 0.02% | Add +0.9% | 3,703 | $286K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,665 | $283K |
| AMG National Trust Bank | 0.01% | No change | 3,652 | $282K |
| New Century Financial Group, LLC | 0.12% | New | 3,648 | $281K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +67.7% | 3,644 | $281K |
| Strategy Asset Managers LLC | 0.06% | Add +29.7% | 3,722 | $279K |
| Arrowroot Family Office, LLC | 0.18% | Reduce -17.4% | 3,582 | $276K |
| Sabal Trust CO | 0.02% | No change | 3,531 | $272K |
| GFS Advisors, LLC | 0.04% | Add +1466.4% | 54,935 | $271K |
| IPG Investment Advisors LLC | 0.06% | No change | 3,513 | $271K |
| Amundi | 0.00% | Reduce -2.8% | 3,500 | $270K |
| Chapin Davis, Inc. | 0.09% | Add +0.3% | 3,487 | $269K |
| Mainstay Capital Management LLC | 0.05% | Reduce -0.1% | 3,483 | $269K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -4.0% | 3,455 | $267K |
| MainStreet Investment Advisors LLC | 0.03% | Reduce -39.6% | 3,447 | $266K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -24.4% | 3,433 | $265K |
| Caldwell Trust Co | 0.03% | No change | 3,404 | $263K |
| New Republic Capital, LLC | 0.13% | Add +76.3% | 3,393 | $262K |
| Wealthspire Retirement, LLC | 0.02% | Add +1.4% | 3,373 | $260K |
| Private Ocean, LLC | 0.02% | No change | 3,354 | $259K |
| Bricktown Capital, LLC | 0.05% | No change | 3,349 | $258K |
| Aspiriant, LLC | 0.01% | New | 3,346 | $258K |
| RDA Financial Network | 0.08% | Reduce -0.9% | 3,335 | $257K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -33.5% | 3,333 | $257K |
| Black Diamond Financial, LLC | 0.05% | Add +3.6% | 3,321 | $256K |
| Kovack Advisors, Inc. | 0.03% | New | 3,265 | $252K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -3.8% | 3,250 | $251K |
| Sage Mountain Advisors LLC | 0.02% | New | 3,247 | $250K |
| WMG Financial Advisors, LLC | 0.13% | New | 3,231 | $249K |
| S. R. Schill & Associates | 0.11% | No change | 3,227 | $249K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +29.0% | 3,223 | $249K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -20.9% | 3,206 | $247K |
| Diversified, LLC | 0.03% | Add +6.0% | 3,189 | $246K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 3,188 | $246K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -23.0% | 3,188 | $246K |
| Financial Strategies Group, Inc. | 0.06% | Reduce -8.1% | 3,176 | $246K |
| MBL Wealth, LLC | 0.03% | Reduce -77.5% | 3,170 | $245K |
| Encompass More Asset Management | 0.17% | Reduce -24.8% | 3,169 | $244K |
| RTD Financial Advisors, Inc. | 0.03% | New | 3,169 | $244K |
| Estate Counselors, LLC | 0.03% | Add +19.0% | 3,165 | $244K |
| Discovery Capital Management, LLC / CT | 0.03% | Add +5.3% | 3,141 | $242K |
| Everhart Financial Group, Inc. | 0.06% | New | 3,388 | $242K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +3.1% | 3,124 | $241K |
| Debussy Capital Management LP | 0.07% | No change | 3,109 | $240K |
| First Western Trust Bank | 0.01% | No change | 3,092 | $239K |
| Claro Advisors Inc. | 0.04% | Reduce -17.4% | 3,087 | $238K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,040 | $235K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +5.7% | 3,039 | $234K |
| New England Professional Planning Group Inc. | 0.12% | No change | 3,038 | $234K |
| Sanctuary Wealth Management, L.L.C. | 0.18% | Add +303.4% | 3,013 | $232K |
| Ping Capital Management, Inc. | 0.14% | — | 3,000 | $231K |
| Channel Wealth LLC | 0.08% | Reduce -27.0% | 2,981 | $230K |
| Diversified Trust Co. | 0.01% | Reduce -6.8% | 2,971 | $229K |
| Brass Tax Wealth Management, Inc. | 0.04% | Reduce -13.3% | 2,961 | $228K |
| Richard P Slaughter Associates Inc | 0.05% | New | 2,904 | $224K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,884 | $223K |
| Verus Capital Partners, LLC | 0.02% | Reduce -9.0% | 2,885 | $223K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -26.8% | 2,883 | $222K |
| Americana Partners, LLC | 0.02% | New | 2,870 | $221K |
| Phillips Financial Management, LLC | 0.02% | No change | 2,868 | $221K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 2,833 | $219K |
| Oldfather Financial Services, LLC | 0.09% | Reduce -0.1% | 2,822 | $218K |
| White Pine Capital LLC | 0.08% | New | 2,767 | $213K |
| Brighton Jones LLC | 0.01% | Reduce -25.6% | 2,750 | $212K |
| Parker Financial LLC | 0.11% | Reduce -0.4% | 2,726 | $210K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 2,699 | $208K |
| Vista Capital Partners, Inc. | 0.03% | New | 2,698 | $208K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.4% | 2,686 | $207K |
| Financial Management Professionals, Inc. | 0.03% | Reduce -5.1% | 2,682 | $207K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 2,683 | $207K |
| GDS Wealth Management | 0.02% | Reduce -20.3% | 2,677 | $207K |
| Beacon Bridge Wealth Partners, LLC | 0.09% | Reduce -34.2% | 2,674 | $206K |
| Strait & Sound Wealth Management LLC | 0.10% | No change | 2,668 | $206K |
| Principle Wealth Partners LLC | 0.02% | Add +0.5% | 2,664 | $206K |
| WBH Advisory Inc. | 0.02% | Reduce -11.9% | 2,663 | $205K |
| McCarthy & Cox | 0.08% | No change | 2,660 | $205K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,646 | $204K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 2,645 | $204K |
| Trifecta Capital Advisors, LLC | 0.05% | No change | 2,642 | $204K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -6.7% | 2,592 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -15.9% | 2,515 | $194K |
| FAS Wealth Partners, Inc. | 0.02% | Add +1.5% | 2,460 | $190K |
| HM Payson & Co. | 0.00% | Reduce -4.8% | 2,450 | $189K |
| Ashton Thomas Securities, LLC | 0.04% | — | 2,238 | $182K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -1.1% | 2,321 | $179K |
| Capital Investment Counsel, Inc | 0.03% | New | 2,312 | $178K |
| Benjamin Edwards Inc. | 0.03% | Add +1.8% | 2,297 | $177K |
| EP Wealth Advisors, LLC | 0.00% | Add +10.0% | 2,279 | $176K |
| Park Place Capital Corp | 0.06% | Reduce -0.8% | 2,250 | $174K |
| Rothschild Investment LLC | 0.01% | No change | 2,237 | $173K |
| LFA - Lugano Financial Advisors SA | 0.13% | No change | 2,212 | $171K |
| Capital Analysts, LLC | 0.01% | Add +20.2% | 2,186 | $169K |
| Powell Investment Advisors, LLC | 0.09% | Add +0.1% | 2,184 | $168K |
| Nvwm, LLC | 0.04% | New | 2,162 | $167K |
| Icon Wealth Advisors, LLC | 0.01% | Add +6.0% | 2,098 | $165K |
| Realta Investment Advisors | 0.03% | Reduce -7.8% | 2,106 | $162K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -3.6% | 2,036 | $157K |
| Ameliora Wealth Management Ltd. | 0.07% | No change | 2,000 | $154K |
| Boyd Watterson Asset Management LLC | 0.04% | Reduce -20.2% | 1,905 | $147K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +3.3% | 1,706 | $132K |
| Register Financial Advisors LLC | 0.07% | Reduce -1.0% | 1,672 | $129K |
| Concord Wealth Partners | 0.02% | Add +1.5% | 1,668 | $129K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.1% | 1,666 | $129K |
| Strategic Investment Solutions, Inc. | 0.04% | — | 1,490 | $118K |
| Optimum Investment Advisors | 0.05% | Add +43.3% | 1,500 | $116K |
| Aptus Capital Advisors, LLC | 0.00% | Add +86.8% | 1,494 | $115K |
| Sandy Spring Bank | 0.01% | No change | 1,483 | $114K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +77.0% | 1,473 | $114K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,433 | $111K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +1.5% | 1,414 | $109K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,365 | $105K |
| Salem Investment Counselors Inc. | 0.00% | Add +0.8% | 1,332 | $103K |
| Crewe Advisors LLC | 0.01% | No change | 1,324 | $102K |
| CKW Financial Group | 0.01% | Reduce -19.4% | 1,309 | $100K |
| Community Bank, N.A. | 0.01% | Reduce -67.7% | 1,276 | $98K |
| Financial Network Wealth Advisors LLC | 0.07% | New | 1,259 | $97K |
| Blue Trust, Inc. | 0.00% | No change | 1,235 | $96K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 1,130 | $87K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,119 | $86K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,100 | $85K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,058 | $82K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,017 | $78K |
| Caitlin John, LLC | 0.06% | Reduce -0.2% | 1,007 | $78K |
| Bank of New Hampshire | 0.02% | No change | 1,006 | $78K |
| Rosenberg Matthew Hamilton | 0.02% | Add +50.9% | 990 | $76K |
| International Assets Investment Management, LLC | 0.01% | New | 969 | $75K |
| American National Bank & Trust | 0.01% | Add +14.8% | 960 | $74K |
| ESL Trust Services, LLC | 0.02% | New | 949 | $73K |
| Sound Income Strategies, LLC | 0.01% | Reduce -0.1% | 930 | $72K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 912 | $70K |
| GHP Investment Advisors, Inc. | 0.00% | New | 850 | $66K |
| Peoples Bank | 0.05% | No change | 845 | $65K |
| Venturi Wealth Management, LLC | 0.00% | Add +2516.1% | 811 | $63K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.4% | 809 | $62K |
| Montag A & Associates Inc. | 0.00% | New | 791 | $61K |
| CVA Family Office, LLC | 0.01% | No change | 760 | $59K |
| Avion Wealth | 0.02% | No change | 755 | $58K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -25.0% | 746 | $58K |
| NorthRock Partners, LLC | 0.00% | Reduce -69.3% | 745 | $57K |
| Hollencrest Capital Management | 0.00% | Add +1.4% | 727 | $56K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +3.4% | 724 | $56K |
| Wunderlich Capital Managemnt | 0.02% | No change | 715 | $55K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.5% | 683 | $53K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | Add +3.9% | 663 | $51K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 648 | $50K |
| North Star Investment Management Corp. | 0.00% | No change | 626 | $48K |
| Lindbrook Capital, LLC | 0.00% | Reduce -49.3% | 600 | $46K |
| Armor Investment Advisors, LLC | 0.02% | Reduce -13.7% | 588 | $45K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +7.6% | 539 | $42K |
| Tucker Asset Management LLC | 0.01% | Reduce -48.7% | 537 | $41K |
| Pathway Financial Advisers, LLC | 0.01% | Add +1.3% | 528 | $41K |
| Anfield Capital Management, LLC | 0.02% | Add +46.7% | 465 | $36K |
| Tyler-Stone Wealth Management | 0.01% | Add +22.4% | 448 | $35K |
| SYM FINANCIAL Corp | 0.00% | Add +4.6% | 388 | $30K |
| Viewpoint Capital Management LLC | 0.02% | New | 362 | $28K |
| Investors Research Corp | 0.01% | No change | 339 | $26K |
| Key Financial Inc | 0.01% | No change | 334 | $26K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 330 | $26K |
| Rise Advisors, LLC | 0.01% | Add +1.5% | 332 | $26K |
| West Paces Advisors Inc. | 0.01% | Reduce -29.2% | 322 | $25K |
| Clear Point Advisors Inc. | 0.02% | Add +1.6% | 309 | $24K |
| Walleye Trading LLC | 0.00% | New | 305 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $23K |
| WR Wealth Planners, LLC | 0.01% | Reduce -13.3% | 299 | $23K |
| Gradient Investments LLC | 0.00% | New | 276 | $21K |
| EnRich Financial Partners LLC | 0.01% | No change | 247 | $19K |
| Grove Bank & Trust | 0.00% | No change | 244 | $19K |
| Macroview Investment Management LLC | 0.02% | Add +61.3% | 242 | $19K |
| Bokf, NA | 0.00% | Reduce -28.0% | 242 | $19K |
| CENTRAL TRUST Co | 0.00% | No change | 240 | $19K |
| Bangor Savings Bank | 0.00% | No change | 239 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 236 | $18K |
| Front Row Advisors LLC | 0.01% | No change | 235 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -61.8% | 227 | $18K |
| ORG Partners LLC | 0.00% | New | 221 | $17K |
| Rakuten Securities, Inc. | 0.01% | Add +2587.5% | 215 | $17K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 200 | $15K |
| M&R Capital Management Inc. | 0.00% | New | 200 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 200 | $15K |
| Camelot Portfolios, LLC | 0.01% | New | 197 | $15K |
| CNB Bank | 0.01% | Reduce -34.6% | 195 | $15K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +33.1% | 201 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +15.2% | 190 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -18.1% | 190 | $15K |
| 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 |
| Cornerstone Planning Group LLC | 0.00% | New | 171 | $13K |
| Fairscale Capital, LLC | 0.01% | — | 166 | $13K |
| Archer Investment Corp | 0.00% | No change | 160 | $12K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -88.1% | 153 | $12K |
| Joseph Group Capital Management | 0.01% | Add +31.3% | 151 | $12K |
| Strategic Financial Concepts, LLC | 0.01% | New | 23,074 | $11K |
| Mather Group, Llc. | 0.00% | New | 141 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 141 | $11K |
| Larson Financial Group LLC | 0.00% | Add +723.5% | 140 | $11K |
| Eagle Bay Advisors LLC | 0.01% | Add +280.6% | 137 | $11K |
| WestEnd Advisors, LLC | 0.00% | Reduce -34.0% | 130 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 125 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -46.8% | 123 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 113 | $9K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 110 | $8K |
| Stone House Investment Management, LLC | 0.00% | Add +0.9% | 108 | $8K |
| Symetra Investment Management Co | 0.00% | No change | 100 | $8K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 103 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 100 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -90.7% | 97 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +1.1% | 92 | $7K |
| Innealta Capital, LLC | 0.00% | New | 84 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -8.1% | 79 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 77 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 70 | $5K |
| Ridgewood Investments LLC | 0.00% | New | 64 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 62 | $5K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -72.2% | 50 | $4K |
| Signaturefd, LLC | 0.00% | No change | 50 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 46 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 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 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -96.9% | 33 | $3K |
| MCF Advisors LLC | 0.00% | New | 32 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 31 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 21 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 19 | $1K |
| Evermay Wealth Management LLC | 0.00% | New | 18 | $1K |
| Quadrant Capital Group LLC | 0.00% | New | 17 | $1K |
| Horizons Wealth Management | 0.00% | No change | 13 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 13 | $1K |
| VitalStone Financial, LLC | 0.00% | Reduce -99.4% | 12 | $926 |
| Redwood Wealth Management Group, LLC | 0.00% | New | 12 | $926 |
| PayPay Securities Corp | 0.05% | Reduce -41.7% | 7 | $540 |
| First Personal Financial Services | 0.00% | No change | 6 | $463 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $253 |
| Abich Financial Wealth Management LLC | 0.00% | No change | 3 | $231 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $77 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.6% | 1 | $77 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $77 |
| Kelly Financial Services LLC | 0.00% | New | 1 | $77 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $50 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $43 |
| Covestor Ltd | 0.00% | Add +25.0% | 5 | $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.