Ishr Ibx Usd Hiyld CB ETF-UiHYGETF
13F holders, Q3 2024 (September 30)895holders +2
88new positions
86sold out
5famous investors
$80.31avg. 13F price*
At the end of Q3 2024, 895 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings, up 2 from Q2 2024. 88 opened new positions and 86 sold out. The largest holders were Clark Capital Management Group, Inc. ($2.0B), BlackRock, Inc. ($1.4B) and Bank of America Corp. ($1.2B). 5 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Ishr Ibx Usd Hiyld CB ETF-Ui
- Filed as
- ISHARES TR (Q3 2024)
- CUSIP
- 464288513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $802.8M |
| Exits | 86 | $1.0B |
All 13F filers, Q2 2024 → Q3 2024: 55,266,886 shares bought and 39,250,301 shares sold, net +16,016,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 895 holders
| Clark Capital Management Group, Inc. | 13.46% | Reduce -4.7% | 24,490,512 | $2.0B |
| BlackRock, Inc. | 0.03% | — | 17,370,100 | $1.4B |
| Bank of America Corp. | 0.11% | Add +47.9% | 15,084,399 | $1.2B |
| Morgan Stanley | 0.07% | Add +10.3% | 12,874,575 | $1.0B |
| Japan Science & Technology Agency | 11.03% | No change | 10,390,626 | $834.4M |
| BNP Paribas Financial Markets | 0.67% | Add +168.3% | 8,520,884 | $684.2M |
| Assetmark, Inc. | 1.64% | Reduce -0.8% | 7,112,883 | $571.2M |
| Royal Bank of Canada | 0.12% | Add +14.3% | 6,524,418 | $523.9M |
| Goldman Sachs Group Inc. | 0.09% | Add +174.4% | 6,144,103 | $493.4M |
| Wells Fargo & Company | 0.12% | Add +31.3% | 6,028,909 | $484.1M |
| APG Asset Management US Inc. | 3.26% | Add +44.0% | 6,026,000 | $481.3M |
| Envestnet Asset Management Inc. | 0.15% | Add +4.2% | 5,639,938 | $452.9M |
| HSBC Holdings PLC | 0.25% | Add +2461.9% | 4,886,655 | $392.4M |
| Nuveen Asset Management, LLC | 0.10% | Add +317.9% | 4,498,538 | $361.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.95% | Reduce -36.3% | 4,038,818 | $324.3M |
| Loomis Sayles & Co. L P | 0.41% | Add +2933.8% | 3,903,830 | $313.5M |
| NYL Investors LLC | 19.19% | No change | 3,763,098 | $302.2M |
| Barclays PLC | 0.12% | Add +63.4% | 3,407,079 | $273.6M |
| Citigroup Inc. | 0.23% | Reduce -4.6% | 3,057,887 | $245.5M |
| Knighthead Capital Management, LLC | 12.53% | New | 3,000,000 | $240.9M |
| BNP Paribas | 9.41% | Add +2083.1% | 2,820,701 | $226.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.51% | Add +57.8% | 2,594,512 | $208.3M |
| Jane Street Group, LLC | 0.32% | Reduce -81.7% | 2,476,199 | $198.8M |
| Ocean Park Asset Management, LLC | 8.57% | No change | 2,432,500 | $195.3M |
| Man Group plc | 0.55% | Reduce -30.1% | 2,323,535 | $186.6M |
| Endurance Services Ltd | 26.54% | No change | 1,972,719 | $158.4M |
| Stifel Financial Corp. | 0.16% | Reduce -2.7% | 1,908,959 | $153.3M |
| JPMorgan Chase & Co. | 0.01% | Add +50.0% | 1,842,486 | $148.0M |
| Mackenzie Financial Corp. | 0.20% | Add +1.8% | 1,754,254 | $140.9M |
| UBS Group AG | 0.04% | Add +8.6% | 1,618,187 | $129.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.3% | 1,585,179 | $127.0M |
| Susquehanna International Group Ltd. | 25.76% | Add +1598.2% | 1,515,048 | $121.7M |
| D. E. Shaw & Co. | 0.16% | New | 1,429,800 | $114.8M |
| TD Asset Management Inc | 0.10% | Add +20.0% | 1,398,583 | $112.4M |
| State of Tennessee, Department of Treasury | 0.39% | Reduce -2.2% | 1,389,985 | $111.6M |
| LPL Financial LLC | 0.05% | Add +13.8% | 1,341,943 | $107.8M |
| Allianz Asset Management GmbH | 0.16% | Reduce -16.9% | 1,325,254 | $106.4M |
| Nan Shan Life Insurance Co., Ltd. | 2.43% | No change | 1,284,652 | $103.2M |
| Osaic Holdings, Inc. | 0.23% | Reduce -17.2% | 1,252,241 | $100.6M |
| Jefferies Financial Group Inc. | 1.66% | Add +313.8% | 1,189,877 | $95.5M |
| iA Global Asset Management Inc. | 1.63% | Reduce -21.2% | 1,153,901 | $92.7M |
| Aristotle Pacific Capital, LLC | 26.49% | Add +27.6% | 1,149,537 | $92.3M |
| Citadel Advisors | 0.09% | New | 1,048,480 | $84.2M |
| GTS Securities LLC | 1.68% | Add +26846.0% | 1,042,001 | $83.7M |
| Ares Management LLC | 2.23% | New | 1,000,000 | $80.3M |
| Neuberger Berman Group LLC | 0.06% | Add +3.6% | 915,600 | $73.5M |
| Cetera Investment Advisers | 0.15% | Add +0.5% | 868,462 | $69.7M |
| Prudential Financial Inc. | 0.10% | Add +6.0% | 853,184 | $68.5M |
| Thrivent Financial for Lutherans | 0.13% | Add +25.4% | 849,951 | $68.3M |
| Toews Corp. | 8.47% | Reduce -24.0% | 787,000 | $63.2M |
| US Bancorp \de | 0.08% | Add +3.2% | 785,077 | $63.0M |
| 1832 Asset Management L.P. | 0.10% | No change | 773,672 | $62.1M |
| HRT Financial LP | 0.25% | Reduce -27.0% | 628,858 | $50.5M |
| Sumitomo Mitsui Financial Group, Inc. | 1.11% | Add +4.6% | 613,976 | $49.3M |
| Susquehanna International Group, LLP | 0.08% | Add +1733.6% | 596,062 | $47.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.15% | Add +48.6% | 481,811 | $45.9M |
| CI Investments Inc. | 0.17% | Add +5.8% | 558,358 | $44.8M |
| MML Investors Services, LLC | 0.16% | Add +13.7% | 535,460 | $43.0M |
| Stevens Capital Management LP | 6.01% | Add +44.9% | 525,762 | $42.2M |
| National Philanthropic Trust | 0.76% | Add +23.1% | 519,054 | $41.7M |
| Northern Trust Corp. | 0.01% | Reduce -5.2% | 490,122 | $39.4M |
| Raymond James & Associates | 0.02% | Add +1.4% | 425,648 | $34.2M |
| Massachusetts Financial Services Co. | 0.01% | New | 402,500 | $32.3M |
| Truist Financial Corp. | 0.05% | Add +93.5% | 392,377 | $31.5M |
| Pure Financial Advisors, LLC | 0.75% | Add +4.8% | 388,352 | $31.2M |
| Edgestream Partners, L.P. | 1.36% | New | 384,560 | $30.9M |
| Towercrest Capital Management | 4.74% | Add +1.9% | 366,312 | $29.4M |
| Walleye Capital LLC | 0.34% | New | 365,038 | $29.3M |
| Bank of Montreal | 0.01% | Add +5.6% | 355,301 | $28.6M |
| Allstate Corp. | 2.67% | Reduce -16.1% | 348,946 | $28.0M |
| Howard Capital Management, LLC | 0.46% | Add +1981.0% | 346,760 | $27.8M |
| Comerica Bank | 0.11% | Add +3.0% | 345,606 | $27.8M |
| Hudson Bay Capital Management LP | 0.22% | New | 345,000 | $27.7M |
| Hikari Tsushin, Inc. | 1.96% | Add +11.5% | 343,165 | $27.6M |
| Counterpoint Mutual Funds LLC | 4.80% | Reduce -7.5% | 315,618 | $25.3M |
| Prudential PLC | 0.13% | Reduce -1.6% | 315,515 | $25.3M |
| Allianz Investment Management U.S. LLC | 1.64% | No change | 300,000 | $24.1M |
| Stairway Partners, LLC | 1.53% | Add +19.0% | 297,484 | $23.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.24% | Reduce -11.7% | 293,807 | $23.6M |
| Macquarie Group Ltd. | 0.03% | No change | 290,000 | $23.3M |
| CBIZ Investment Advisory Services, LLC | 1.19% | Add +4.7% | 285,571 | $22.9M |
| Prudent Man Advisors, LLC | 7.51% | Add +0.6% | 279,975 | $22.5M |
| Fifth Third Bancorp | 0.08% | Reduce -7.3% | 270,382 | $21.7M |
| Tidal Investments LLC | 0.23% | Add +17.2% | 261,599 | $21.0M |
| Kwmg, LLC | 2.07% | Add +3.5% | 256,129 | $20.6M |
| Rafferty Asset Management, LLC | 0.07% | Reduce -11.4% | 251,361 | $20.2M |
| Money Design Co.,Ltd. | 1.00% | New | 249,909 | $20.1M |
| Williams Jones Wealth Management, LLC. | 0.23% | Add +7.0% | 245,275 | $19.7M |
| Trust Co | 2.36% | Add +2.9% | 244,762 | $19.7M |
| Twele Capital Management, Inc. | 4.10% | Reduce -0.1% | 243,535 | $19.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +9.2% | 242,823 | $19.5M |
| Viewpoint Investment Partners Corp. | 15.57% | Add +99.2% | 241,600 | $19.4M |
| Deutsche Bank AG | 0.01% | Reduce -55.5% | 238,226 | $19.1M |
| Summit Global Investments | 1.18% | Add +13.9% | 230,901 | $18.5M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -4.5% | 228,733 | $18.4M |
| Schroder Investment Management Group | 0.02% | Reduce -5.8% | 225,440 | $18.1M |
| EHP Funds Inc. | 12.47% | Reduce -18.9% | 221,500 | $17.8M |
| Csenge Advisory Group | 0.91% | Reduce -16.6% | 218,303 | $17.4M |
| Prime Capital Investment Advisors, LLC | 0.25% | Add +15.3% | 215,643 | $17.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.8% | 213,182 | $17.1M |
| Occidental Asset Management, LLC | 2.60% | Add +6.2% | 200,387 | $16.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +2.2% | 198,400 | $15.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +70.2% | 196,494 | $15.8M |
| Alliance Wealth Management Group | 4.19% | Add +4.8% | 196,082 | $15.7M |
| Voya Financial Advisors, Inc. | 1.69% | Add +6.5% | 195,479 | $15.7M |
| Pictet Asset Management Holding SA | 0.02% | New | 194,100 | $15.6M |
| Amarillo National Bank | 2.80% | Add +1.2% | 190,961 | $15.3M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 15.05% | Reduce -50.3% | 188,000 | $15.1M |
| Sei Investments Co. | 0.02% | Reduce -42.7% | 188,000 | $15.1M |
| Trivium Point Advisory, LLC | 2.07% | Add +1.2% | 186,804 | $14.8M |
| BlueSky Wealth Advisors, LLC | 2.30% | Add +6.1% | 184,620 | $14.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -7.5% | 177,212 | $14.2M |
| Mariner Investment Group LLC | 3.87% | New | 175,437 | $14.1M |
| Graham Capital Management, L.P. | 0.75% | Add +1647.0% | 174,700 | $14.0M |
| Optiver Holding B.V. | 0.36% | Reduce -20.4% | 174,112 | $14.0M |
| Bank of Nova Scotia | 0.03% | Reduce -40.8% | 172,823 | $13.9M |
| United Capital Financial Advisors, LLC | 0.11% | Add +3.0% | 169,921 | $13.6M |
| Principal Securities, Inc. | 0.33% | Add +39.1% | 168,860 | $13.6M |
| NorthCoast Asset Management LLC | 0.10% | Add +0.4% | 169,472 | $13.6M |
| Fsa Wealth Partners, Inc. | 3.20% | Add +2.3% | 164,769 | $13.2M |
| Private Advisor Group, LLC | 0.08% | Reduce -9.9% | 159,512 | $12.8M |
| Parallel Advisors, LLC | 0.30% | Reduce -0.3% | 157,382 | $12.6M |
| Farmers & Merchants Investments Inc. | 0.39% | Add +3.2% | 154,611 | $12.4M |
| AAFMAA Wealth Management & Trust LLC | 5.47% | Add +2.6% | 154,468 | $12.4M |
| Probity Advisors, Inc. | 2.36% | Add +4.5% | 153,238 | $12.3M |
| Strategic Investment Advisors / MI | 1.34% | Add +12.2% | 152,408 | $12.2M |
| Checchi Capital Advisers, LLC | 0.91% | Add +3.2% | 151,883 | $12.2M |
| HighTower Advisors, LLC | 0.02% | Add +10.1% | 150,852 | $12.1M |
| RFG Advisory, LLC | 0.37% | Add +20.4% | 149,563 | $12.0M |
| SMI Advisory Services, LLC | 2.60% | Reduce -10.8% | 147,297 | $11.7M |
| Nissay Asset Management Corp. /Japan | 0.07% | Add +11.4% | 144,057 | $11.6M |
| CX Institutional | 0.51% | Add +4.6% | 143,009 | $11.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.5% | 140,240 | $11.3M |
| Alley Investment Management Company, LLC | 1.41% | Add +4.5% | 138,527 | $11.1M |
| USA Financial Formulas | 1.66% | Add +2.3% | 133,048 | $10.7M |
| Cullen/Frost Bankers, Inc. | 0.14% | Reduce -15.5% | 131,797 | $10.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +17.3% | 131,597 | $10.6M |
| Cerity Partners LLC | 0.02% | Add +23.2% | 131,067 | $10.5M |
| Corbin Capital Partners, L.P. | 13.26% | New | 129,550 | $10.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +12.1% | 129,516 | $10.4M |
| Eagle Asset Management Inc. | 0.05% | New | 127,052 | $10.1M |
| Park Avenue Securities LLC | 0.11% | Reduce -12.8% | 123,858 | $9.9M |
| Nomura Asset Management Co. Ltd. | 0.03% | No change | 121,586 | $9.8M |
| Global Wealth Management Investment Advisory, Inc. | 2.04% | Add +4.6% | 117,720 | $9.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -33.0% | 117,597 | $9.4M |
| SG Americas Securities, LLC | 0.04% | Reduce -76.8% | 116,887 | $9.4M |
| Mutual Advisors, LLC | 0.27% | Add +3.9% | 116,499 | $9.2M |
| Capstone Investment Advisors, LLC | 0.32% | Reduce -43.6% | 113,401 | $9.1M |
| Pinkerton Wealth, LLC | 1.32% | Add +4.8% | 113,033 | $9.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +9.6% | 112,438 | $9.0M |
| Strong Tower Advisory Services | 2.51% | Add +0.2% | 112,077 | $9.0M |
| AlphaStar Capital Management, LLC | 0.71% | Add +1.5% | 111,779 | $9.0M |
| Tetragon Partners GP Ltd | 4.03% | Add +2.4% | 111,525 | $9.0M |
| Verition Fund Management LLC | 0.07% | Reduce -62.3% | 111,200 | $8.9M |
| CoreCap Advisors, LLC | 0.41% | New | 108,577 | $8.7M |
| Toronto Dominion Bank | 0.02% | Reduce -84.1% | 108,500 | $8.7M |
| Corient Private Wealth LP | 0.01% | Reduce -0.9% | 105,146 | $8.4M |
| Daiwa Securities Group Inc. | 0.04% | Add +1.1% | 103,731 | $8.3M |
| Bank of New York Mellon Corp | 0.00% | Add +40.5% | 103,188 | $8.3M |
| Central Bank & Trust Co. | 1.12% | Reduce -0.8% | 101,529 | $8.2M |
| Bain Capital Credit, LP | 1.69% | No change | 101,499 | $8.2M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -93.7% | 101,185 | $8.1M |
| Avitas Wealth Management LLC | 1.13% | Add +3.9% | 99,855 | $8.0M |
| M&T Bank Corp | 0.03% | Add +2.4% | 99,575 | $8.0M |
| Tudor Financial Inc. | 4.91% | — | 99,178 | $8.0M |
| Crabel Capital Management, LLC | 5.59% | Add +19.6% | 99,014 | $8.0M |
| Country Trust Bank | 0.19% | Add +0.1% | 98,600 | $7.9M |
| Millennium Management | 0.01% | Reduce -88.6% | 98,596 | $7.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -14.2% | 98,184 | $7.9M |
| J.Safra Asset Management Corp | 0.74% | Add +5.8% | 97,573 | $7.8M |
| Trajan Wealth LLC | 0.46% | Reduce -24.6% | 97,064 | $7.8M |
| Empowered Funds, LLC | 0.12% | New | 95,006 | $7.6M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.8% | 94,094 | $7.6M |
| Mariner, LLC | 0.01% | Reduce -2.1% | 93,642 | $7.5M |
| Rebalance, LLC | 0.54% | Add +2.7% | 91,790 | $7.4M |
| Townsquare Capital LLC | 0.09% | Reduce -11.8% | 89,836 | $7.2M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 88,718 | $7.1M |
| My Legacy Advisors, LLC | 2.75% | Reduce -14.7% | 86,871 | $7.0M |
| Atria Investments, Inc | 0.09% | Add +10.5% | 85,861 | $6.9M |
| Teachers Retirement System of the State of Kentucky | 0.06% | No change | 84,685 | $6.8M |
| VestGen Investment Management | 1.90% | Reduce -3.9% | 84,537 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.1% | 84,268 | $6.8M |
| Penserra Capital Management LLC | 0.15% | Add +39.4% | 84,196 | $6.8M |
| Fullcircle Wealth LLC | 3.03% | Add +1.9% | 84,830 | $6.7M |
| TFB Advisors LLC | 1.99% | Add +2.4% | 83,365 | $6.7M |
| Cranbrook Wealth Management, LLC | 1.51% | Reduce -4.5% | 82,674 | $6.6M |
| CTC LLC | 0.30% | Reduce -54.7% | 82,663 | $6.6M |
| One Capital Management, LLC | 0.21% | Reduce -3.5% | 82,186 | $6.6M |
| Two Sigma Investments, LP | 0.02% | New | 81,803 | $6.6M |
| Topel & Distasi Wealth Management, LLC | 2.63% | Add +1.1% | 79,121 | $6.4M |
| Darrow Company, Inc. | 3.66% | Reduce -1.7% | 78,499 | $6.3M |
| Oliver Lagore Vanvalin Investment Group | 1.67% | Add +75527.2% | 77,896 | $6.3M |
| FIL Ltd | 0.01% | New | 77,208 | $6.2M |
| Atlas Financial Advisors, Inc. | 9.79% | Reduce -17.6% | 77,113 | $6.2M |
| Dark Forest Capital Management LP | 0.79% | New | 77,103 | $6.2M |
| Ascent Group, LLC | 0.46% | Reduce -5.6% | 75,410 | $6.1M |
| Merriman Wealth Management, LLC | 0.25% | Reduce -6.7% | 75,288 | $6.0M |
| Metropolitan Life Insurance Co | 2.15% | Add +50.0% | 75,273 | $6.0M |
| CIBC Asset Management Inc | 0.02% | Reduce -19.9% | 74,838 | $6.0M |
| Mma Asset Management LLC | 1.56% | Add +112.1% | 75,939 | $5.8M |
| FMR LLC | 0.00% | Add +1085.2% | 71,204 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +61.1% | 69,976 | $5.6M |
| SageView Advisory Group, LLC | 0.28% | New | 68,422 | $5.5M |
| Net Worth Advisory Group | 1.63% | — | 68,386 | $5.5M |
| SevenBridge Financial Group, LLC | 1.04% | Add +5.8% | 67,680 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +170.5% | 66,692 | $5.4M |
| Sofi Wealth, LLC | 0.39% | Add +12.8% | 66,469 | $5.3M |
| BlueCrest Capital Management Ltd | 2.64% | Reduce -83.0% | 65,801 | $5.3M |
| Greenup Street Wealth Management LLC | 1.09% | Add +15.2% | 65,633 | $5.3M |
| Keybank National Association | 0.02% | Reduce -11.6% | 65,612 | $5.3M |
| Towerpoint Wealth, LLC | 2.48% | Reduce -40.7% | 65,095 | $5.2M |
| Choreo, LLC | 0.08% | Add +6.4% | 65,043 | $5.2M |
| Plan Group Financial, LLC | 2.74% | Add +7.0% | 64,539 | $5.2M |
| Ballentine Partners, LLC | 0.09% | Reduce -1.6% | 64,263 | $5.2M |
| Blue Fin Capital, Inc. | 0.98% | Add +9.6% | 63,946 | $5.1M |
| Wealth Forward, LLC | 3.56% | Reduce -1.8% | 63,275 | $5.1M |
| Boltwood Capital Management | 1.50% | Add +11.8% | 63,210 | $5.1M |
| Donoghue Forlines LLC | 1.43% | Reduce -2.7% | 62,393 | $5.0M |
| Bensler, LLC | 0.62% | Reduce -1.6% | 61,637 | $4.9M |
| Advisors Preferred, LLC | 0.75% | Add +52.5% | 61,341 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.7% | 60,371 | $4.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.73% | New | 60,000 | $4.8M |
| IFP Advisors, Inc | 0.17% | Add +48.5% | 59,542 | $4.8M |
| Squarepoint Ops LLC | 0.02% | Add +467.4% | 59,194 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +3.7% | 59,080 | $4.7M |
| Conning Inc. | 0.16% | No change | 58,395 | $4.7M |
| Roundview Capital LLC | 0.34% | Reduce -8.2% | 58,169 | $4.7M |
| HMS Capital Management, LLC | 2.28% | Add +6.5% | 57,873 | $4.6M |
| McAdam, LLC | 0.26% | Reduce -22.4% | 57,145 | $4.6M |
| TD Private Client Wealth LLC | 0.13% | Reduce -7.0% | 57,021 | $4.6M |
| Integrated Advisors Network LLC | 0.22% | Add +10.5% | 56,540 | $4.5M |
| OxenFree Capital LLC | 3.53% | Add +6.5% | 56,071 | $4.5M |
| Valmark Advisers, Inc. | 0.07% | Reduce -1.4% | 55,866 | $4.5M |
| Freedom Investment Management, Inc. | 0.36% | Reduce -6.8% | 55,628 | $4.5M |
| Global Retirement Partners, LLC | 0.13% | Add +38.8% | 55,588 | $4.5M |
| IFG Advisors, LLC | 0.95% | Add +6.5% | 55,261 | $4.4M |
| NBT Bank, N.A. | 0.30% | Reduce -0.7% | 54,982 | $4.4M |
| Equitable Holdings, Inc. | 0.04% | Reduce -9.4% | 54,673 | $4.4M |
| Invesco Ltd. | 0.00% | Reduce -94.6% | 54,160 | $4.3M |
| Ironwood Financial, llc | 0.91% | Add +0.5% | 54,063 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +50.3% | 53,906 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +50.3% | 53,906 | $4.3M |
| Palogic Value Management, L.P. | 1.73% | Add +7.3% | 53,103 | $4.3M |
| Washington Trust Advisors, Inc. | 0.36% | Add +20.7% | 52,718 | $4.2M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +360.8% | 52,448 | $4.2M |
| Waverly Advisors, LLC | 0.08% | Reduce -28.8% | 52,379 | $4.2M |
| Members Capital Advisors Inc. | 4.81% | No change | 52,000 | $4.2M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -5.4% | 50,990 | $4.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Add +5.6% | 50,869 | $4.1M |
| Beirne Wealth Consulting Services, LLC | 1.39% | Reduce -0.7% | 49,431 | $4.0M |
| New England Asset Management Inc. | 0.64% | No change | 48,790 | $3.9M |
| Park Avenue Institutional Advisers LLC | 7.27% | New | 48,570 | $3.9M |
| Y.D. More Investments Ltd | 0.41% | Reduce -46.7% | 48,400 | $3.9M |
| Parkside Financial Bank & Trust | 0.54% | Add +1.7% | 48,176 | $3.9M |
| Raymond James Trust N.A. | 0.08% | Add +9.3% | 47,982 | $3.9M |
| NINE MASTS CAPITAL Ltd | 1.91% | New | 47,250 | $3.8M |
| Personal Cfo Solutions, LLC | 0.52% | Reduce -4.0% | 46,472 | $3.7M |
| Buska Wealth Management, LLC | 1.30% | Add +37.7% | 46,470 | $3.7M |
| Blair William & Co. | 0.01% | Add +6.4% | 45,531 | $3.7M |
| Sterling Investment Advisors LLC | 2.06% | Add +3.6% | 45,513 | $3.7M |
| Cypress Wealth Services, LLC | 0.74% | Reduce -0.8% | 44,491 | $3.6M |
| Transamerica Financial Advisors, LLC | 0.35% | Reduce -10.3% | 44,445 | $3.6M |
| Alliance Wealth Advisors, LLC | 0.93% | Reduce -9.4% | 44,168 | $3.5M |
| Vontobel Holding Ltd. | 0.01% | Add +10.9% | 43,855 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.3% | 42,115 | $3.4M |
| Transcendent Capital Group LLC | 1.73% | Reduce -3.1% | 42,032 | $3.4M |
| Lodestar Private Asset Management LLC | 0.43% | Reduce -1.9% | 41,977 | $3.4M |
| Davies Financial Advisors, Inc. | 2.94% | Add +0.4% | 41,902 | $3.4M |
| HWG Holdings LP | 1.15% | New | 41,501 | $3.3M |
| Insight Wealth Partners, LLC | 2.03% | Add +7.1% | 41,482 | $3.3M |
| Financial & Tax Architects, LLC | 0.85% | Add +15.7% | 41,313 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +62.9% | 40,987 | $3.3M |
| Fiera Capital Corp | 0.01% | Reduce -1.1% | 40,896 | $3.3M |
| World Investment Advisors | 0.10% | Add +468.8% | 40,285 | $3.2M |
| Financial Alternatives, Inc | 2.23% | No change | 39,511 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +2.3% | 39,347 | $3.2M |
| Atlanta Consulting Group Advisors, LLC | 0.78% | Reduce -65.0% | 39,331 | $3.2M |
| Partners Capital Investment Group, LLP | 0.05% | Add +1.1% | 39,283 | $3.2M |
| Cim, LLC | 0.45% | Add +0.1% | 38,761 | $3.1M |
| Providence Capital Advisors, LLC | 0.60% | Add +0.9% | 37,600 | $3.0M |
| LifePlan Investment Advisors, Inc. | 1.90% | Add +5.2% | 36,993 | $3.0M |
| Invictus Private Wealth, LLC | 0.23% | Reduce -0.7% | 36,776 | $3.0M |
| 5th Street Advisors, LLC | 1.42% | Reduce -6.2% | 36,273 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.1% | 36,200 | $2.9M |
| Allie Family Office LLC | 1.54% | Add +7.4% | 35,614 | $2.9M |
| Sykon Capital LLC | 1.00% | Add +11.7% | 35,227 | $2.8M |
| Curran Financial Partners, LLC | 0.80% | Add +4.6% | 34,915 | $2.8M |
| FineMark National Bank & Trust | 0.10% | Add +6.1% | 34,663 | $2.8M |
| LVZ, Inc. | 0.35% | Reduce -6.7% | 33,864 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.3% | 33,788 | $2.7M |
| Trek Financial, LLC | 0.20% | Reduce -1.9% | 33,718 | $2.7M |
| Boston Research & Management Inc. | 0.63% | Reduce -0.0% | 33,385 | $2.7M |
| Banco Santander, S.A. | 0.03% | Add +261.9% | 33,295 | $2.7M |
| Bellecapital International Ltd. | 0.52% | No change | 32,457 | $2.6M |
| Prosperity Consulting Group, LLC | 0.20% | New | 31,594 | $2.5M |
| MorganRosel Wealth Management, LLC | 0.83% | Add +1.8% | 31,489 | $2.5M |
| SeaCrest Wealth Management, LLC | 0.27% | Reduce -2.8% | 31,304 | $2.5M |
| Motiv8 Investments LLC | 1.67% | Add +24.1% | 30,971 | $2.5M |
| Pharo Management, Inc. | 1.35% | New | 30,000 | $2.4M |
| Arch Capital Group LTD. | 0.62% | No change | 30,000 | $2.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +65.6% | 29,968 | $2.4M |
| Kingsview Wealth Management, LLC | 0.05% | Add +3.0% | 29,821 | $2.4M |
| Vicus Capital | 0.21% | Reduce -21.3% | 29,698 | $2.4M |
| Covenant Partners, LLC | 0.69% | Reduce -9.2% | 29,499 | $2.4M |
| Global Trust Asset Management, LLC | 0.87% | Add +0.6% | 29,349 | $2.4M |
| Richardson Financial Services Inc. | 1.49% | No change | 30,450 | $2.3M |
| IMC-Chicago, LLC | 0.07% | Reduce -45.3% | 29,180 | $2.3M |
| Drive Wealth Management, LLC | 0.61% | Add +64.4% | 29,127 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.5% | 29,228 | $2.3M |
| Neumann Capital Management, LLC | 0.76% | Reduce -4.5% | 28,395 | $2.3M |
| Foundations Investment Advisors, LLC | 0.05% | Add +221.0% | 28,339 | $2.3M |
| Frank, Rimerman Advisors LLC | 0.16% | No change | 28,263 | $2.3M |
| EMG Holdings, L.P. | 3.23% | No change | 27,776 | $2.2M |
| Advisory Services Network, LLC | 0.05% | No change | 28,592 | $2.2M |
| Virtue Capital Management, LLC | 0.44% | Reduce -4.3% | 27,331 | $2.2M |
| AE Wealth Management LLC | 0.02% | Add +14.2% | 27,325 | $2.2M |
| Mandatum Life Insurance Co Ltd | 0.67% | Add +1.3% | 27,132 | $2.2M |
| Lanark Financial, Inc. | 0.18% | Reduce -4.6% | 26,703 | $2.1M |
| Lorne Steinberg Wealth Management Inc. | 0.61% | Reduce -0.9% | 26,308 | $2.1M |
| Granby Capital Management, LLC | 1.08% | New | 26,000 | $2.1M |
| Corepath Wealth Partners LLC | 2.02% | Add +2.9% | 26,161 | $2.1M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -3.9% | 25,824 | $2.1M |
| Global Endowment Management, LP | 0.21% | Reduce -15.6% | 25,812 | $2.1M |
| American Century Companies Inc. | 0.00% | Reduce -88.7% | 25,800 | $2.1M |
| Paloma Partners Management Co | 0.14% | Reduce -59.6% | 25,786 | $2.1M |
| GeoWealth Management, LLC | 0.07% | Reduce -10.2% | 25,782 | $2.1M |
| HFG Advisors, Inc. | 1.83% | Add +2.1% | 25,724 | $2.1M |
| Mittelman Wealth Management | 1.17% | Add +287.6% | 25,662 | $2.1M |
| Boothbay Fund Management, LLC | 0.07% | New | 25,550 | $2.1M |
| David J Yvars Group | 1.26% | Add +0.3% | 25,312 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +3.6% | 25,311 | $2.0M |
| Encompass More Asset Management | 0.77% | Add +697.1% | 25,260 | $2.0M |
| Cadent Capital Advisors, LLC | 0.68% | Add +88.1% | 24,953 | $2.0M |
| Belpointe Asset Management LLC | 0.12% | Add +75.6% | 24,873 | $2.0M |
| Guardian Capital LP | 0.07% | Reduce -26.9% | 24,500 | $2.0M |
| Virtus Advisers, LLC | 0.92% | New | 24,465 | $2.0M |
| Sheridan Capital Management, LLC | 1.37% | Reduce -1.5% | 24,118 | $1.9M |
| 1ST Source Bank | 0.11% | Reduce -1.5% | 24,015 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -8.3% | 23,822 | $1.9M |
| Emergent Wealth Advisors, LLC | 1.40% | Add +1.5% | 23,517 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +3.9% | 23,527 | $1.9M |
| Clarus Wealth Advisors | 0.95% | Add +0.2% | 23,540 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.11% | Add +2.6% | 22,862 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +2.3% | 22,838 | $1.8M |
| Brophy Wealth Management, LLC | 0.65% | — | 22,765 | $1.8M |
| Ellenbecker Investment Group | 0.34% | Reduce -5.2% | 22,405 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +18.1% | 22,319 | $1.8M |
| Ramiah Investment Group | 1.68% | Reduce -1.2% | 22,253 | $1.8M |
| CW Advisors, LLC | 0.02% | Reduce -16.0% | 22,070 | $1.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.44% | Add +2.5% | 22,021 | $1.8M |
| Ranch Capital Advisors Inc. | 0.83% | Add +9.6% | 21,849 | $1.8M |
| Ironwood Investment Counsel, LLC | 0.29% | Add +5.5% | 21,636 | $1.7M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -21.0% | 21,593 | $1.7M |
| Fortis Capital Management LLC | 0.35% | Add +17.6% | 21,542 | $1.7M |
| Nwam LLC | 0.11% | New | 21,467 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -9.8% | 21,302 | $1.7M |
| Franklin Resources Inc. | 0.00% | No change | 20,986 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Add +1.4% | 20,606 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.2% | 20,536 | $1.6M |
| Islay Capital Management, LLC | 1.09% | No change | 20,097 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +1.1% | 19,885 | $1.6M |
| SignalPoint Asset Management, LLC | 0.37% | Add +0.2% | 19,854 | $1.6M |
| Better Money Decisions, LLC | 1.13% | Add +12.0% | 19,830 | $1.6M |
| Erickson Financial Group, LLC | 1.13% | New | 19,706 | $1.6M |
| Prostatis Group LLC | 0.52% | Reduce -11.2% | 19,634 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.13% | Reduce -2.1% | 19,388 | $1.6M |
| Sharkey, Howes & Javer | 0.22% | New | 19,219 | $1.5M |
| Grey Fox Wealth Advisors, LLC | 0.43% | Reduce -3.4% | 19,142 | $1.5M |
| Asset Allocation & Management Company, LLC | 0.97% | No change | 19,130 | $1.5M |
| Florida Trust Wealth Management Co | 0.05% | Reduce -0.6% | 19,123 | $1.5M |
| Thrive Capital Management, LLC | 0.72% | Reduce -21.3% | 19,097 | $1.5M |
| Sunbelt Securities, Inc. | 0.15% | Add +80.3% | 19,049 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.35% | Reduce -1.5% | 19,008 | $1.5M |
| Global Assets Advisory, LLC | 0.83% | Add +29.0% | 19,006 | $1.5M |
| Integrated Capital Management, LLC | 0.80% | — | 18,862 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +1.6% | 18,716 | $1.5M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | New | 18,495 | $1.5M |
| Hilltop Holdings Inc. | 0.10% | Reduce -86.0% | 18,466 | $1.5M |
| Prospera Financial Services Inc | 0.04% | Add +11.5% | 18,158 | $1.5M |
| Telos Capital Management, Inc. | 0.15% | Reduce -0.6% | 18,144 | $1.5M |
| Dimension Capital Management LLC | 0.27% | Reduce -0.7% | 18,079 | $1.5M |
| Aristides Capital LLC | 0.60% | No change | 18,000 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +61.0% | 17,884 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -19.8% | 17,800 | $1.4M |
| Sterling Investment Counsel, LLC | 0.51% | No change | 17,695 | $1.4M |
| Maven Securities LTD | 0.16% | No change | 17,600 | $1.4M |
| Jacobi Capital Management LLC | 0.11% | Reduce -9.9% | 17,585 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | New | 17,548 | $1.4M |
| Koshinski Asset Management, Inc. | 0.12% | Add +7.6% | 17,428 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +129.6% | 17,279 | $1.4M |
| City Holding Co. | 0.19% | Add +10.4% | 17,193 | $1.4M |
| Saxony Capital Management, LLC | 1.26% | Reduce -11.8% | 17,080 | $1.4M |
| LifePro Asset Management | 0.83% | Reduce -10.9% | 16,884 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -95.4% | 16,799 | $1.3M |
| Insigneo Advisory Services, LLC | 0.14% | Add +11.2% | 16,733 | $1.3M |
| Arrow Investment Advisors, LLC | 1.24% | No change | 16,580 | $1.3M |
| AtlasMark Financial, Inc | 1.23% | — | 16,541 | $1.3M |
| Summit Financial, LLC | 0.05% | Reduce -7.2% | 16,527 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -8.4% | 16,419 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -71.5% | 16,305 | $1.3M |
| Norden Group LLC | 0.15% | Reduce -0.6% | 16,242 | $1.3M |
| Summit Wealth Partners, LLC | 0.25% | Reduce -19.1% | 16,000 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +44.5% | 15,989 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.18% | Reduce -20.9% | 15,814 | $1.3M |
| Stone Summit Wealth LLC | 0.41% | Reduce -8.1% | 15,784 | $1.3M |
| Hancock Whitney Corp. | 0.04% | Add +7.4% | 15,774 | $1.3M |
| Sierra Capital LLC | 0.15% | Reduce -32.7% | 15,746 | $1.3M |
| Arkadios Wealth Advisors | 0.07% | Add +9.3% | 15,660 | $1.3M |
| Clear Creek Financial Management, LLC | 0.14% | Add +25.7% | 15,571 | $1.3M |
| Simplicity Wealth,LLC | 0.12% | Reduce -1.4% | 15,535 | $1.2M |
| Continuum Advisory, LLC | 0.16% | Add +9.2% | 15,656 | $1.2M |
| Owen LaRue, LLC | 0.66% | Add +9.8% | 15,417 | $1.2M |
| Whittier Trust Co. | 0.02% | Reduce -2.6% | 15,399 | $1.2M |
| Fulcrum Equity Management | 1.03% | Add +4.0% | 15,255 | $1.2M |
| Petix & Botte Co | 0.33% | Add +4.9% | 15,249 | $1.2M |
| Financial Counselors Inc. | 0.02% | Reduce -21.7% | 15,080 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +16.0% | 14,891 | $1.2M |
| Flagstar Securities, Inc. | 0.30% | Add +1.3% | 14,740 | $1.2M |
| &partners | 0.02% | Add +271.7% | 14,620 | $1.2M |
| BTS Asset Management, Inc. | 1.11% | Reduce -37.9% | 14,546 | $1.2M |
| Scotia Capital Inc. | 0.01% | Add +37.8% | 14,503 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.54% | Add +66.4% | 14,476 | $1.2M |
| Heritage Wealth Management, Inc. | 1.05% | Add +0.1% | 14,451 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -2.6% | 14,100 | $1.1M |
| BLB&B Advisors, LLC | 0.06% | Reduce -2.6% | 14,090 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -0.4% | 13,881 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 13,845 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Add +11.9% | 13,764 | $1.1M |
| Redmont Wealth Advisors LLC | 1.71% | No change | 13,695 | $1.1M |
| First Interstate Bank | 0.07% | Reduce -2.9% | 13,614 | $1.1M |
| Adams Wealth Management | 0.23% | Reduce -4.1% | 13,444 | $1.1M |
| CacheTech Inc. | 0.23% | Reduce -4.1% | 13,444 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +44.5% | 13,432 | $1.1M |
| Financial Partners Group, Inc | 0.16% | Add +0.0% | 13,226 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | Reduce -4.5% | 12,944 | $1.0M |
| Clearstead Advisors, LLC | 0.02% | Reduce -16.2% | 12,931 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -51.5% | 12,928 | $1.0M |
| ShoreHaven Wealth Partners, LLC | 0.50% | Reduce -0.2% | 12,907 | $1.0M |
| Ariadne Wealth Management, LP | 0.56% | No change | 13,000 | $1.0M |
| Prosperity Wealth Management, Inc. | 0.41% | Add +0.9% | 12,834 | $1.0M |
| Florin Court Capital LLP | 0.83% | Reduce -14.7% | 12,800 | $1.0M |
| HBK Sorce Advisory LLC | 0.03% | Add +197.9% | 12,652 | $1.0M |
| Objective Capital Management, LLC | 0.59% | — | 12,574 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -33.0% | 12,546 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -19.6% | 12,488 | $1.0M |
| Narus Financial Partners, LLC | 0.35% | Add +5.0% | 12,184 | $978K |
| Arkos Global Advisors | 0.14% | Reduce -0.9% | 12,178 | $978K |
| Creative Planning | 0.00% | Add +9.7% | 12,156 | $976K |
| Activest Wealth Management | 0.30% | Add +0.2% | 12,073 | $969K |
| RiverGlades Family Offices LLC | 0.68% | Add +0.3% | 11,824 | $949K |
| Guidance Capital, Inc. | 0.30% | Add +23.0% | 11,826 | $944K |
| EPIQ Capital Group, LLC | 0.27% | Add +7.5% | 11,725 | $942K |
| Pinion Investment Advisors, LLC | 0.39% | Reduce -10.6% | 11,544 | $927K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +60.8% | 11,535 | $926K |
| Commerce Bank | 0.01% | No change | 11,487 | $922K |
| Accurate Wealth Management, LLC | 0.18% | Reduce -5.9% | 11,460 | $912K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 11,322 | $909K |
| Callan Capital, LLC | 0.06% | Add +5.6% | 11,305 | $908K |
| Chicago Partners Investment Group LLC | 0.03% | Add +2.1% | 11,411 | $903K |
| Atlas Private Wealth Advisors | 0.13% | Reduce -7.8% | 11,226 | $901K |
| Trilogy Capital Inc. | 0.04% | Add +2.0% | 11,062 | $888K |
| Mgo One Seven LLC | 0.04% | Add +75.7% | 10,968 | $881K |
| Dakota Wealth Management | 0.02% | Add +34.0% | 10,896 | $875K |
| Visionary Wealth Advisors | 0.05% | Add +35.3% | 10,880 | $874K |
| CreativeOne Wealth, LLC | 0.03% | Add +23.7% | 10,766 | $864K |
| Wolverine Trading, LLC | 0.02% | New | 10,747 | $864K |
| Wedbush Securities Inc. | 0.03% | New | 10,704 | $860K |
| Coppell Advisory Solutions LLC | 0.12% | Add +13.3% | 10,536 | $847K |
| Strategic Blueprint, LLC | 0.05% | Reduce -10.6% | 10,438 | $838K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -6.0% | 10,266 | $824K |
| McElhenny Sheffield Capital Management, LLC | 0.27% | No change | 10,235 | $822K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -57.8% | 10,070 | $809K |
| American Financial Advisors, LLC | 0.11% | Reduce -7.4% | 9,842 | $790K |
| Old National Bancorp | 0.02% | No change | 9,792 | $786K |
| Argonautica Private Wealth Management, Inc. | 0.26% | Add +2.6% | 9,733 | $782K |
| Sagace Wealth Management LLC | 0.60% | Add +21.5% | 9,813 | $781K |
| LJI Wealth Management, LLC | 0.16% | Reduce -3.6% | 9,674 | $777K |
| Bremer Bank National Association | 0.15% | Add +1.1% | 9,671 | $777K |
| Roberts Financial Services LLC | 0.14% | No change | 9,581 | $769K |
| Richard W. Paul & Associates, LLC | 0.28% | Add +13.2% | 9,564 | $768K |
| Sovereign Investment Advisors, LLC | 0.25% | Add +2.5% | 9,539 | $766K |
| Merit Financial Group, LLC | 0.02% | Add +135.2% | 9,528 | $765K |
| Perennial Investment Advisors, LLC | 0.10% | New | 9,505 | $763K |
| Betterment LLC | 0.00% | Add +56.7% | 9,414 | $756K |
| Moss Adams Wealth Advisors LLC | 0.08% | Add +4.2% | 9,407 | $755K |
| Avior Wealth Management, LLC | 0.03% | Add +0.8% | 9,354 | $751K |
| Sanctuary Wealth Management, L.L.C. | 0.53% | Add +207.0% | 9,251 | $743K |
| Cosner Financial Group, LLC | 0.47% | Add +0.0% | 9,108 | $731K |
| Independent Financial Group, LLC | 0.03% | Reduce -4.4% | 9,102 | $731K |
| Daymark Wealth Partners, LLC | 0.03% | Add +5.1% | 8,955 | $719K |
| Avory & Company, LLC | 0.43% | Reduce -21.1% | 8,884 | $713K |
| Howland Capital Management LLC | 0.03% | New | 8,849 | $711K |
| Bridgewater Associates | 0.00% | No change | 8,826 | $709K |
| GC Wealth Management RIA, LLC | 0.12% | Reduce -8.1% | 8,714 | $700K |
| Moneda S.A. Administradora General de Fondos | 0.57% | New | 8,626 | $693K |
| Barden Capital Management, Inc. | 0.61% | Add +12.7% | 8,606 | $691K |
| Cibc World Market Inc. | 0.00% | Add +19.9% | 8,438 | $678K |
| Level Four Advisory Services, LLC | 0.03% | Add +13.8% | 8,453 | $669K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -15.9% | 8,299 | $666K |
| Webster Bank, N. A. | 0.07% | Reduce -2.1% | 8,277 | $665K |
| Modern Wealth Management, LLC | 0.04% | Reduce -0.3% | 8,238 | $662K |
| Focus Financial Network, Inc. | 0.03% | Add +1.7% | 8,225 | $660K |
| Guardian Wealth Advisors, LLC | 0.41% | Reduce -13.5% | 8,210 | $659K |
| Wick Capital Partners, LLC | 0.21% | Reduce -0.8% | 8,200 | $658K |
| Bessemer Group Inc. | 0.00% | Reduce -38.8% | 8,179 | $656K |
| Accredited Investors Inc. | 0.04% | Add +69.8% | 8,150 | $654K |
| Talisman Wealth Advisors LLC | 0.68% | New | 13,765 | $650K |
| BTG Pactual Asset Management US LLC | 0.09% | New | 8,083 | $649K |
| Pacer Advisors, Inc. | 0.00% | No change | 8,065 | $648K |
| Bar Harbor Wealth Management | 0.04% | Add +8.9% | 8,047 | $646K |
| Portside Wealth Group, LLC | 0.11% | Add +9.8% | 8,005 | $643K |
| PFG Investments, LLC | 0.04% | Add +25.7% | 7,952 | $639K |
| Omega Financial Group, LLC | 0.24% | Reduce -91.6% | 7,825 | $628K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +69.7% | 7,767 | $624K |
| Ground Swell Capital, LLC | 0.89% | New | 7,718 | $620K |
| Citizens & Northern Corp. | 0.19% | No change | 7,686 | $617K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | No change | 7,640 | $613K |
| a16z Perennial Management, L.P. | 0.08% | New | 7,600 | $610K |
| Wellington Management Group LLP | 0.00% | Reduce -50.0% | 7,500 | $602K |
| Burns J W & Co. Inc. | 0.08% | Reduce -3.5% | 7,465 | $599K |
| Aberdeen Group plc | 0.00% | New | 7,400 | $594K |
| Invst, LLC | 0.07% | Reduce -97.4% | 7,387 | $593K |
| Sterling Wealth Management, Inc. | 0.22% | Add +0.6% | 7,341 | $589K |
| Traynor Capital Management, Inc. | 0.05% | Add +12.7% | 7,313 | $587K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -5.4% | 7,392 | $587K |
| Sonata Capital Group Inc. | 0.25% | New | 7,285 | $585K |
| PFG Advisors | 0.04% | Reduce -65.6% | 7,281 | $585K |
| Brookstone Capital Management | 0.01% | Add +9.8% | 7,268 | $584K |
| Coastline Trust Co | 0.07% | Add +73.2% | 7,172 | $576K |
| Dorsey Wright & Associates | 0.13% | Reduce -8.8% | 7,095 | $570K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -5.6% | 7,064 | $567K |
| Ascentis Independent Advisors | 0.09% | New | 7,052 | $566K |
| Oldfather Financial Services, LLC | 0.21% | Add +145.4% | 6,925 | $556K |
| Proathlete Wealth Management LLC | 0.23% | No change | 6,899 | $554K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.6% | 6,868 | $552K |
| Leeward Financial Partners, LLC | 0.21% | Add +2.7% | 6,813 | $547K |
| Financial Advocates Investment Management | 0.03% | Reduce -56.3% | 6,110 | $536K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -3.0% | 6,641 | $534K |
| Efficient Advisors, LLC | 0.03% | Reduce -2.1% | 6,602 | $530K |
| Focus Partners Wealth | 0.00% | Reduce -98.5% | 6,635 | $522K |
| Clear Investment Research, LLC | 0.68% | Reduce -8.8% | 6,492 | $521K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 6,398 | $514K |
| Pathstone Holdings, LLC | 0.00% | Reduce -19.0% | 6,371 | $512K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -12.1% | 6,364 | $511K |
| TruNorth Capital Management, LLC | 0.15% | No change | 6,356 | $510K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -14.4% | 6,313 | $507K |
| UNIVEST FINANCIAL Corp | 0.03% | New | 6,306 | $506K |
| Peoples Bank | 0.26% | No change | 6,277 | $504K |
| Olde Wealth Management, LLC | 0.18% | Reduce -0.8% | 6,263 | $502K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 6,234 | $501K |
| Regal Investment Advisors LLC | 0.04% | Reduce -37.4% | 6,221 | $500K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -40.9% | 6,454 | $499K |
| Worth Asset Management, LLC | 0.27% | New | 6,163 | $495K |
| AlTi Global, Inc. | 0.01% | No change | 6,060 | $487K |
| FWG Holdings, LLC | 0.24% | Reduce -21.9% | 6,065 | $482K |
| Colonial Trust Co / SC | 0.07% | Reduce -0.1% | 5,970 | $479K |
| Discovery Capital Management, LLC / CT | 0.06% | Add +89.9% | 5,965 | $479K |
| Aua Capital Management, LLC | 0.28% | No change | 5,947 | $478K |
| Good Life Advisors, LLC | 0.03% | New | 5,946 | $477K |
| POM Investment Strategies, LLC | 0.37% | No change | 5,939 | $477K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -4.5% | 5,937 | $477K |
| Guardian Capital Advisors LP | 0.05% | Reduce -15.7% | 5,953 | $475K |
| Madison Asset Management, LLC | 0.01% | No change | 5,900 | $474K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.6% | 5,892 | $473K |
| Centennial Wealth Advisory LLC | 0.18% | Add +3.8% | 5,857 | $470K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -14.5% | 5,853 | $470K |
| Annex Advisory Services, LLC | 0.01% | Reduce -37.4% | 5,765 | $463K |
| Wesbanco Bank Inc. | 0.02% | Add +2.4% | 5,764 | $463K |
| Savant Capital, LLC | 0.00% | New | 5,726 | $460K |
| Cohen Investment Advisors LLC | 0.28% | Add +1.6% | 5,663 | $455K |
| SWS Partners | 0.14% | Add +0.3% | 5,661 | $455K |
| Noesis Capital Mangement Corp. | 0.09% | Reduce -16.3% | 5,655 | $454K |
| Spire Wealth Management | 0.02% | Reduce -2.4% | 5,612 | $451K |
| AEGON USA Investment Management, LLC | 0.45% | Add +48.9% | 5,575 | $448K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -16.6% | 5,627 | $445K |
| Tolleson Wealth Management, Inc. | 0.08% | Reduce -83.8% | 5,544 | $445K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +71.2% | 5,519 | $443K |
| Private Trust Co. NA | 0.04% | Add +16.4% | 5,503 | $442K |
| Coston, McIsaac & Partners | 0.12% | Reduce -4.6% | 5,445 | $437K |
| Dohj, LLC | 0.10% | Reduce -12.4% | 5,461 | $436K |
| Geller Advisors LLC | 0.03% | Reduce -0.8% | 5,401 | $434K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -6.7% | 5,381 | $432K |
| Concorde Asset Management, LLC | 0.24% | Reduce -16.1% | 5,351 | $430K |
| Midwest Professional Planners, LTD. | 0.13% | Add +3.7% | 5,331 | $428K |
| Rossmore Private Capital | 0.05% | Add +5.0% | 5,244 | $421K |
| BKM Wealth Management, LLC | 0.17% | Add +1.9% | 5,232 | $420K |
| Rooted Wealth Advisors, Inc. | 0.19% | Reduce -0.9% | 5,279 | $418K |
| Berkeley Capital Partners, LLC | 0.12% | Add +0.0% | 5,201 | $418K |
| New World Advisors LLC | 0.11% | Reduce -5.1% | 5,182 | $416K |
| Elk River Wealth Management LLC | 0.08% | Add +35.0% | 5,155 | $414K |
| New Century Financial Group, LLC | 0.15% | Add +40.8% | 5,136 | $412K |
| Nvwm, LLC | 0.10% | Add +136.1% | 5,105 | $410K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +2.8% | 5,090 | $409K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -41.3% | 5,082 | $408K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.3% | 5,053 | $406K |
| Lwmg, LLC | 0.08% | Add +13.8% | 5,026 | $404K |
| Haverford Trust Co | 0.00% | No change | 5,023 | $403K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.7% | 4,997 | $401K |
| Cresset Asset Management, LLC | 0.00% | Add +20.2% | 4,953 | $398K |
| Estate Counselors, LLC | 0.04% | Add +56.3% | 4,946 | $397K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +5.8% | 4,860 | $390K |
| Allworth Financial LP | 0.00% | Reduce -58.8% | 4,792 | $385K |
| West Branch Capital LLC | 0.13% | Reduce -4.0% | 4,778 | $384K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +13.2% | 4,776 | $383K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -10.8% | 4,719 | $379K |
| UMB Bank, n.a. | 0.01% | Reduce -44.9% | 4,698 | $377K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,653 | $374K |
| AMG National Trust Bank | 0.01% | Add +27.4% | 4,652 | $374K |
| Debussy Capital Management LP | 0.11% | Add +49.5% | 4,648 | $373K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 4,641 | $373K |
| Cypress Capital Group | 0.04% | Add +4.5% | 4,625 | $371K |
| Wolf Group Capital Advisors | 0.17% | New | 4,854 | $364K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +48.3% | 4,508 | $362K |
| Richard P Slaughter Associates Inc | 0.08% | Add +54.1% | 4,476 | $359K |
| Quartz Partners, LLC | 0.22% | — | 4,458 | $358K |
| Balefire, LLC | 0.12% | Reduce -11.2% | 4,411 | $354K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.2% | 4,403 | $354K |
| Constant Guidance Financial LLC | 0.30% | New | 4,400 | $353K |
| DHK Financial Advisors, Inc. | 0.22% | No change | 4,389 | $352K |
| SWP Financial LLC | 0.21% | Reduce -4.7% | 4,385 | $352K |
| Red Wave Investments LLC | 0.12% | Reduce -2.2% | 4,355 | $350K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -10.9% | 4,341 | $349K |
| Proficio Capital Partners LLC | 0.03% | Reduce -2.0% | 4,325 | $347K |
| Yeomans Consulting Group, Inc. | 0.13% | Add +0.1% | 4,287 | $344K |
| Washington Trust Bank | 0.03% | Add +2.7% | 4,283 | $344K |
| Intrust Bank NA | 0.03% | Reduce -7.7% | 4,273 | $343K |
| Alaska Permanent Fund Corp | 0.01% | Reduce -94.3% | 4,264 | $342K |
| NewEdge Wealth, LLC | 0.01% | Reduce -20.7% | 4,256 | $342K |
| Family Asset Management, LLC | 0.20% | Reduce -4.7% | 4,238 | $340K |
| Chapin Davis, Inc. | 0.11% | Add +21.5% | 4,238 | $340K |
| Stewardship Advisors, LLC | 0.10% | New | 4,236 | $340K |
| Barrett & Company, Inc. | 0.15% | Add +1.7% | 4,229 | $340K |
| Walker Asset Management, LLC | 0.21% | Reduce -2.4% | 4,204 | $338K |
| Eq LLC | 0.17% | Reduce -88.7% | 4,161 | $334K |
| MMBG Investment Advisors Co. | 0.03% | No change | 4,125 | $331K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,118 | $331K |
| One River Asset Management, LLC | 0.37% | Reduce -74.2% | 4,097 | $329K |
| E&G Advisors, LLC | 0.09% | New | 4,100 | $329K |
| Summit Wealth Group, LLC | 0.09% | Add +0.7% | 4,063 | $326K |
| MainStreet Investment Advisors LLC | 0.04% | Add +17.4% | 4,047 | $325K |
| Independent Wealth Network Inc. | 0.14% | Reduce -12.3% | 4,040 | $324K |
| Empower Advisory Group, LLC | 0.00% | Add +8.0% | 4,029 | $324K |
| Benjamin Edwards Inc. | 0.00% | Add +74.2% | 4,002 | $321K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -3.6% | 3,958 | $318K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -86.4% | 3,944 | $317K |
| Eldridge Investment Advisors, Inc. | 0.07% | No change | 3,941 | $316K |
| O'ROURKE & COMPANY, Inc | 0.16% | Reduce -6.2% | 3,925 | $315K |
| Lockerman Financial Group, Inc. | 0.53% | Reduce -0.3% | 3,916 | $314K |
| White Pine Capital LLC | 0.11% | Add +41.1% | 3,903 | $313K |
| Brown Advisory Inc. | 0.00% | No change | 3,859 | $310K |
| Beacon Financial Group | 0.03% | Reduce -0.5% | 3,857 | $310K |
| Enterprise Bank & Trust Co | 0.10% | No change | 3,851 | $309K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -3.6% | 3,850 | $309K |
| United Advisor Group, LLC | 0.07% | New | 3,829 | $307K |
| Fortitude Advisory Group L.L.C. | 0.19% | No change | 3,809 | $306K |
| Chesapeake Wealth Management | 0.10% | Reduce -13.4% | 3,807 | $306K |
| Stelac Advisory Services LLC | 0.12% | No change | 3,764 | $302K |
| ProVise Management Group, LLC | 0.02% | Add +0.8% | 3,732 | $300K |
| Madison Wealth Partners, Inc | 0.09% | Reduce -2.4% | 3,677 | $295K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,665 | $294K |
| Caldwell Trust Co | 0.03% | Add +6.5% | 3,625 | $291K |
| Phoenix Financial Ltd. | 0.00% | Reduce -17.9% | 3,622 | $290K |
| Legacy Financial Strategies, LLC | 0.06% | Add +11.1% | 3,609 | $290K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -14.8% | 3,600 | $289K |
| Everhart Financial Group, Inc. | 0.06% | Add +12.3% | 3,803 | $286K |
| Sabal Trust CO | 0.02% | No change | 3,531 | $284K |
| GFS Advisors, LLC | 0.06% | Reduce -93.6% | 3,507 | $282K |
| Arrowroot Family Office, LLC | 0.16% | Reduce -2.6% | 3,488 | $280K |
| Mainstay Capital Management LLC | 0.05% | No change | 3,483 | $280K |
| Hillcrest Wealth Advisors - NY, LLC | 0.14% | Reduce -15.8% | 3,475 | $279K |
| Calton & Associates, Inc. | 0.10% | New | 3,404 | $273K |
| Bricktown Capital, LLC | 0.05% | No change | 3,349 | $269K |
| Aspiriant, LLC | 0.01% | No change | 3,346 | $269K |
| RDA Financial Network | 0.08% | No change | 3,335 | $268K |
| Black Diamond Financial, LLC | 0.05% | Add +0.1% | 3,324 | $267K |
| Prossimo Advisors, LLC | 0.19% | New | 3,310 | $266K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -11.1% | 3,309 | $266K |
| Kovack Advisors, Inc. | 0.03% | Add +0.1% | 3,267 | $262K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -13.9% | 3,248 | $261K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,247 | $261K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -87.6% | 3,236 | $260K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -3.1% | 3,228 | $259K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -0.3% | 3,222 | $259K |
| RTD Financial Advisors, Inc. | 0.03% | Add +1.5% | 3,217 | $258K |
| Diversified, LLC | 0.03% | Add +0.6% | 3,209 | $258K |
| Diversified Enterprises, LLC | 0.03% | — | 3,209 | $258K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 3,188 | $256K |
| Financial Strategies Group, Inc. | 0.06% | No change | 3,176 | $253K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 3,124 | $251K |
| West Wealth Group, LLC | 0.08% | New | 3,035 | $244K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 3,030 | $243K |
| Vantage Financial Partners, LLC | 0.06% | Add +4.7% | 3,017 | $242K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -6.5% | 2,996 | $241K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -13.6% | 2,984 | $240K |
| White Lighthouse Investment Management Inc. | 0.04% | New | 2,979 | $239K |
| Signaturefd, LLC | 0.00% | Add +5854.0% | 2,977 | $239K |
| Diversified Trust Co. | 0.01% | No change | 2,971 | $239K |
| Old Mission Investment Co LLC | 0.07% | New | 2,948 | $237K |
| Cooper Financial Group | 0.03% | New | 2,909 | $234K |
| IPG Investment Advisors LLC | 0.05% | Reduce -17.6% | 2,893 | $232K |
| Forefront Analytics, LLC | 0.11% | Reduce -41.9% | 2,889 | $232K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,884 | $232K |
| Regions Financial Corp. | 0.00% | Reduce -28.7% | 2,888 | $232K |
| Sax Wealth Advisors, LLC | 0.02% | New | 2,864 | $230K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +5.6% | 2,849 | $229K |
| QCM Cayman, Ltd. | 6.26% | New | 2,831 | $227K |
| High Falls Advisors, Inc | 0.05% | Reduce -27.2% | 2,831 | $227K |
| MBL Wealth, LLC | 0.02% | Reduce -10.7% | 2,830 | $227K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -1.1% | 2,801 | $225K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -5.5% | 2,799 | $225K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -64.7% | 2,795 | $224K |
| Alpha Financial Partners LLC | 0.16% | New | 2,771 | $223K |
| Ehrlich Financial Group | 0.16% | New | 2,771 | $223K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,754 | $221K |
| Principle Wealth Partners LLC | 0.02% | Add +2.9% | 2,742 | $220K |
| Verus Capital Partners, LLC | 0.02% | Reduce -5.1% | 2,738 | $220K |
| Financial Management Professionals, Inc. | 0.03% | Add +1.6% | 2,724 | $219K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -50.0% | 2,712 | $218K |
| Bison Wealth, LLC | 0.03% | New | 2,698 | $217K |
| Fisher Asset Management | 0.00% | Reduce -58.4% | 2,686 | $216K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 2,683 | $215K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.1% | 2,683 | $215K |
| Strait & Sound Wealth Management LLC | 0.10% | No change | 2,668 | $214K |
| McCarthy & Cox | 0.08% | No change | 2,660 | $214K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.5% | 2,659 | $214K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 2,645 | $212K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,642 | $212K |
| Ashton Thomas Securities, LLC | 0.04% | Add +17.6% | 2,632 | $211K |
| Kepos Capital LP | 0.09% | Reduce -39.5% | 2,600 | $209K |
| DRW Securities, LLC | 0.01% | New | 2,602 | $209K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -0.5% | 2,579 | $207K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -15.8% | 2,560 | $206K |
| Channel Wealth LLC | 0.07% | Reduce -14.6% | 2,545 | $204K |
| WBH Advisory Inc. | 0.02% | Reduce -4.7% | 2,537 | $204K |
| Milestone Asset Management, LLC | 0.05% | New | 2,517 | $202K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,515 | $202K |
| KFA Private Wealth Group, LLC | 0.10% | New | 2,510 | $202K |
| Delphi Financial Group, Inc. | 0.12% | New | 2,500 | $201K |
| Boyd Watterson Asset Management LLC | 0.06% | Add +30.5% | 2,486 | $200K |
| HM Payson & Co. | 0.00% | No change | 2,450 | $197K |
| Capital Investment Counsel, Inc | 0.03% | No change | 2,312 | $186K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.3% | 2,285 | $183K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -2.8% | 2,255 | $181K |
| Capital Analysts, LLC | 0.01% | Add +2.6% | 2,242 | $180K |
| Rothschild Investment LLC | 0.01% | No change | 2,237 | $180K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -9.4% | 2,228 | $179K |
| LFA - Lugano Financial Advisors SA | 0.12% | No change | 2,212 | $178K |
| Park Place Capital Corp | 0.05% | Reduce -4.9% | 2,139 | $172K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 2,089 | $168K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 2,036 | $163K |
| Ameliora Wealth Management Ltd. | 0.07% | No change | 2,000 | $161K |
| New Republic Capital, LLC | 0.09% | Reduce -43.3% | 1,924 | $154K |
| EPG Wealth Management LLC | 0.04% | Add +0.0% | 1,838 | $148K |
| Phillips Financial Management, LLC | 0.01% | Reduce -37.0% | 1,806 | $145K |
| Darwin Wealth Management, LLC | 0.04% | New | 1,730 | $139K |
| Optimum Investment Advisors | 0.06% | Add +14.4% | 1,716 | $138K |
| Centaurus Financial, Inc. | 0.01% | New | 1,706 | $137K |
| Concord Wealth Partners | 0.02% | Add +1.6% | 1,694 | $136K |
| Register Financial Advisors LLC | 0.07% | Add +0.8% | 1,685 | $135K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -54.4% | 1,662 | $133K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.2% | 1,617 | $130K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +72.8% | 1,576 | $127K |
| Sandy Spring Bank | 0.00% | No change | 1,483 | $119K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,473 | $118K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,433 | $115K |
| Amundi | 0.00% | Reduce -60.0% | 1,400 | $111K |
| Rosenberg Matthew Hamilton | 0.03% | Add +39.3% | 1,379 | $111K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,365 | $110K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.0% | 1,345 | $108K |
| Crewe Advisors LLC | 0.01% | No change | 1,324 | $106K |
| CKW Financial Group | 0.01% | No change | 1,309 | $105K |
| Financial Network Wealth Advisors LLC | 0.09% | Add +2.9% | 1,295 | $104K |
| Montag A & Associates Inc. | 0.00% | Add +48.7% | 1,176 | $94K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 1,130 | $91K |
| Reston Wealth Management LLC | 0.03% | New | 1,121 | $90K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,119 | $90K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.5% | 1,107 | $89K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,100 | $88K |
| International Assets Investment Management, LLC | 0.01% | Add +10.5% | 1,071 | $86K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,058 | $85K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 978 | $79K |
| Community Bank, N.A. | 0.01% | Reduce -25.1% | 956 | $77K |
| Sound Income Strategies, LLC | 0.00% | No change | 930 | $75K |
| Blue Trust, Inc. | 0.00% | Reduce -23.7% | 942 | $73K |
| Caitlin John, LLC | 0.05% | Reduce -10.3% | 903 | $72K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -47.7% | 779 | $63K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.8% | 752 | $60K |
| Avion Wealth | 0.02% | No change | 755 | $60K |
| Peoples Bank | 0.04% | Reduce -11.8% | 745 | $60K |
| Hollencrest Capital Management | 0.00% | Add +1.4% | 737 | $59K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.3% | 726 | $58K |
| McIlrath & Eck, LLC | 0.01% | Reduce -31.8% | 694 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.6% | 694 | $56K |
| Realta Investment Advisors | 0.02% | Reduce -68.0% | 673 | $54K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 648 | $52K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -24.6% | 610 | $49K |
| Bank of New Hampshire | 0.01% | Reduce -39.8% | 606 | $49K |
| Lindbrook Capital, LLC | 0.00% | No change | 600 | $48K |
| Armor Investment Advisors, LLC | 0.02% | No change | 588 | $47K |
| Tucker Asset Management LLC | 0.01% | No change | 537 | $43K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.8% | 532 | $43K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | Reduce -20.8% | 525 | $42K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -3.7% | 519 | $42K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -89.5% | 475 | $38K |
| Anfield Capital Management, LLC | 0.01% | No change | 465 | $37K |
| Larson Financial Group LLC | 0.00% | Add +179.3% | 391 | $31K |
| SYM FINANCIAL Corp | 0.00% | Reduce -4.4% | 371 | $30K |
| Aspect Partners, LLC | 0.02% | Reduce -91.3% | 364 | $29K |
| CENTRAL TRUST Co | 0.00% | Add +45.0% | 348 | $28K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 345 | $28K |
| Investors Research Corp | 0.01% | No change | 339 | $27K |
| Key Financial Inc | 0.01% | No change | 334 | $27K |
| West Paces Advisors Inc. | 0.01% | Add +2.5% | 330 | $26K |
| Eastern Bank | 0.00% | New | 325 | $26K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 317 | $25K |
| Clear Point Advisors Inc. | 0.02% | Add +1.6% | 314 | $25K |
| Creative Financial Designs Inc. | 0.00% | Reduce -81.2% | 313 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $24K |
| WR Wealth Planners, LLC | 0.01% | Reduce -8.4% | 274 | $22K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -66.6% | 271 | $22K |
| Fortitude Family Office, LLC | 0.01% | New | 258 | $21K |
| EnRich Financial Partners LLC | 0.01% | No change | 247 | $20K |
| Grove Bank & Trust | 0.00% | No change | 244 | $20K |
| Bokf, NA | 0.00% | No change | 242 | $19K |
| Element Wealth, LLC | 0.01% | New | 240 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 236 | $19K |
| Bangor Savings Bank | 0.00% | Reduce -5.4% | 226 | $18K |
| Macroview Investment Management LLC | 0.02% | Reduce -8.3% | 222 | $18K |
| WestEnd Advisors, LLC | 0.00% | Add +60.0% | 208 | $17K |
| Legacy Investment Solutions, LLC | 0.01% | — | 205 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | — | 205 | $16K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 200 | $16K |
| M&R Capital Management Inc. | 0.00% | No change | 200 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 200 | $16K |
| North Star Investment Management Corp. | 0.00% | Reduce -68.0% | 200 | $16K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 201 | $16K |
| CNB Bank | 0.01% | No change | 195 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 195 | $16K |
| Arax Advisory Partners | 0.00% | No change | 190 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 190 | $15K |
| Princeton Global Asset Management LLC | 0.00% | No change | 175 | $14K |
| Powell Investment Advisors, LLC | 0.01% | Reduce -92.1% | 172 | $14K |
| Fairscale Capital, LLC | 0.01% | No change | 166 | $13K |
| Archer Investment Corp | 0.00% | No change | 160 | $13K |
| Northwest Investment Counselors, LLC | 0.00% | New | 149 | $12K |
| Uncommon Cents Investing LLC | 0.00% | New | 142 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 141 | $11K |
| Carmichael Hill & Associates, Inc. | 0.00% | Reduce -26.1% | 130 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 125 | $10K |
| VitalStone Financial, LLC | 0.01% | Add +925.0% | 123 | $10K |
| ORG Partners LLC | 0.00% | Reduce -45.7% | 120 | $10K |
| IAG Wealth Partners, LLC | 0.00% | No change | 113 | $9K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 110 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -30.1% | 107 | $9K |
| NorthRock Partners, LLC | 0.00% | Reduce -85.6% | 107 | $9K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.0% | 101 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $8K |
| Symetra Investment Management Co | 0.00% | No change | 100 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 97 | $8K |
| Rakuten Securities, Inc. | 0.00% | Reduce -58.6% | 89 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | New | 89 | $7K |
| Beacon Capital Management, LLC | 0.00% | Add +11.7% | 86 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -35.0% | 80 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 79 | $6K |
| Punch & Associates Investment Management, Inc. | 0.00% | New | 78 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 74 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 70 | $6K |
| Matrix Private Capital Group LLC | 0.00% | New | 58 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | — | 56 | $4K |
| Tortoise Investment Management, LLC | 0.00% | No change | 50 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 46 | $4K |
| Ridgewood Investments LLC | 0.00% | Reduce -31.3% | 44 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 40 | $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 -73.7% | 36 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Horizon Investments, LLC | 0.00% | Add +61.9% | 34 | $3K |
| Tompkins Financial Corp. | 0.00% | No change | 31 | $2K |
| Front Row Advisors LLC | 0.00% | Reduce -87.2% | 30 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 19 | $2K |
| Horizons Wealth Management | 0.00% | No change | 13 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 13 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | Reduce -99.8% | 13 | $1K |
| Covestor Ltd | 0.00% | Add +280.0% | 19 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 10 | $803 |
| First Personal Financial Services | 0.00% | No change | 6 | $482 |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -95.7% | 4 | $338 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $267 |
| PayPay Securities Corp | 0.01% | Reduce -71.4% | 2 | $161 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $80 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $80 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $50 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $46 |
"% 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.