Ishr Ibx Usd Hiyld CB ETF-UiHYGETF
13F holders, Q4 2024 (December 31)984holders +89
98new positions
65sold out
4famous investors
$78.67avg. 13F price*
At the end of Q4 2024, 984 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings, up 89 from Q3 2024. 98 opened new positions and 65 sold out. The largest holders were Clark Capital Management Group, Inc. ($1.8B), BlackRock, Inc. ($1.7B) and Morgan Stanley ($861.5M). 4 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% 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 (Q4 2024)
- CUSIP
- 464288513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $636.0M |
| Exits | 65 | $738.9M |
All 13F filers, Q3 2024 → Q4 2024: 33,654,999 shares bought and 49,111,420 shares sold, net −15,456,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 984 holders
| Clark Capital Management Group, Inc. | 12.47% | Reduce -7.4% | 22,673,374 | $1.8B |
| BlackRock, Inc. | 0.03% | Add +21.1% | 21,031,660 | $1.7B |
| Morgan Stanley | 0.06% | Reduce -14.9% | 10,953,859 | $861.5M |
| Goldman Sachs Group Inc. | 0.16% | Add +72.1% | 10,572,537 | $831.5M |
| Japan Science & Technology Agency | 13.99% | No change | 10,390,626 | $817.2M |
| Bank of America Corp. | 0.05% | Reduce -51.5% | 7,323,114 | $576.0M |
| Assetmark, Inc. | 1.56% | Add +2.6% | 7,299,673 | $574.1M |
| BNP Paribas Financial Markets | 0.36% | Reduce -31.3% | 5,853,199 | $460.4M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -1.7% | 5,545,938 | $436.2M |
| Royal Bank of Canada | 0.09% | Reduce -16.5% | 5,445,854 | $428.3M |
| UBS Group AG | 0.09% | Add +207.3% | 4,973,013 | $391.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2.28% | Add +20.6% | 4,870,118 | $383.0M |
| Wells Fargo & Company | 0.09% | Reduce -23.6% | 4,606,392 | $362.3M |
| Nuveen Asset Management, LLC | 0.10% | Add +0.1% | 4,501,409 | $354.0M |
| Jane Street Group, LLC | 0.53% | Add +69.2% | 4,189,481 | $329.5M |
| APG Asset Management US Inc. | 2.45% | Reduce -31.9% | 4,100,500 | $322.5M |
| Barclays PLC | 0.12% | Reduce -11.2% | 3,026,583 | $238.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.45% | Add +2.2% | 2,652,012 | $208.6M |
| NYL Investors LLC | 18.02% | Reduce -33.5% | 2,502,988 | $196.9M |
| Ocean Park Asset Management, LLC | 6.51% | Add +0.0% | 2,432,889 | $191.3M |
| State of Tennessee, Department of Treasury | 0.67% | Add +67.7% | 2,330,908 | $183.3M |
| Susquehanna International Group, LLP | 0.25% | Add +260.5% | 2,148,708 | $169.0M |
| Stifel Financial Corp. | 0.17% | Add +10.3% | 2,104,668 | $165.5M |
| Alliancebernstein L.P. | 0.05% | New | 2,000,000 | $157.3M |
| Jefferies Financial Group Inc. | 1.82% | Add +68.0% | 1,999,520 | $157.3M |
| Endurance Services Ltd | 26.00% | No change | 1,972,719 | $155.2M |
| D. E. Shaw & Co. | 0.17% | Add +30.6% | 1,867,000 | $146.8M |
| Mackenzie Financial Corp. | 0.20% | Add +6.3% | 1,865,374 | $146.7M |
| LPL Financial LLC | 0.06% | Add +31.0% | 1,757,411 | $138.2M |
| Ameriprise Financial Inc. | 0.03% | Add +4.5% | 1,657,223 | $130.4M |
| HSBC Holdings PLC | 0.08% | Reduce -66.3% | 1,648,992 | $129.6M |
| TD Asset Management Inc | 0.11% | Add +13.7% | 1,590,017 | $125.1M |
| Man Group plc | 0.37% | Reduce -35.5% | 1,498,858 | $117.9M |
| HRT Financial LP | 0.59% | Add +129.2% | 1,441,380 | $113.4M |
| SIH Partners, LLLP | 7.57% | New | 1,373,805 | $108.0M |
| Nan Shan Life Insurance Co., Ltd. | 2.43% | No change | 1,284,652 | $101.0M |
| Osaic Holdings, Inc. | 0.22% | Reduce -1.1% | 1,238,475 | $97.4M |
| iA Global Asset Management Inc. | 1.56% | Reduce -2.1% | 1,130,095 | $88.9M |
| Neuberger Berman Group LLC | 0.07% | Add +16.1% | 1,062,591 | $83.6M |
| Cetera Investment Advisers | 0.14% | Add +1.1% | 878,342 | $69.1M |
| Raymond James Financial Inc. | 0.03% | — | 877,666 | $69.0M |
| US Bancorp \de | 0.09% | Add +10.3% | 865,908 | $68.1M |
| Thrivent Financial for Lutherans | 0.13% | Add +0.1% | 851,083 | $67.0M |
| Aristotle Pacific Capital, LLC | 20.89% | Reduce -26.2% | 847,881 | $66.7M |
| 1832 Asset Management L.P. | 0.12% | Add +7.8% | 834,372 | $65.6M |
| Schonfeld Strategic Advisors LLC | 0.41% | New | 818,657 | $64.4M |
| CI Investments Inc. | 0.20% | Add +22.8% | 685,575 | $53.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.6% | 670,644 | $52.7M |
| Wellington Management Group LLP | 0.01% | Add +8222.7% | 624,200 | $49.1M |
| National Philanthropic Trust | 0.71% | Add +20.1% | 623,540 | $49.0M |
| Prudential Financial Inc. | 0.07% | Reduce -27.1% | 621,835 | $48.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.65% | Add +0.7% | 618,356 | $48.6M |
| Pictet Asset Management Holding SA | 0.05% | Add +204.7% | 591,400 | $46.5M |
| MML Investors Services, LLC | 0.16% | Add +8.6% | 581,424 | $45.7M |
| Allstate Corp. | 1.31% | Add +61.7% | 564,114 | $44.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.14% | Add +5.8% | 509,942 | $44.3M |
| Marshall Wace, LLP | 0.05% | New | 513,329 | $40.4M |
| Allianz Asset Management GmbH | 0.06% | Reduce -62.8% | 492,400 | $38.7M |
| Verition Fund Management LLC | 0.20% | Add +331.1% | 479,370 | $37.7M |
| Millennium Management | 0.03% | Add +353.3% | 446,906 | $35.1M |
| Parallax Volatility Advisers, L.P. | 0.86% | New | 430,762 | $33.9M |
| Weiss Asset Management LP | 1.02% | New | 419,510 | $33.0M |
| Pure Financial Advisors, LLC | 0.73% | Add +4.8% | 406,798 | $32.0M |
| Macquarie Group Ltd. | 0.04% | Add +37.1% | 397,571 | $31.3M |
| Northern Trust Corp. | 0.00% | Reduce -19.4% | 394,791 | $31.1M |
| Towercrest Capital Management | 4.83% | Add +3.7% | 379,791 | $29.9M |
| Bank of Montreal | 0.01% | Add +5.9% | 376,247 | $29.6M |
| Marex Group Ltd | 0.49% | New | 366,318 | $28.8M |
| Comerica Bank | 0.11% | Add +4.1% | 359,670 | $28.3M |
| Howard Capital Management, LLC | 0.42% | Reduce -0.0% | 346,740 | $27.3M |
| Walleye Capital LLC | 0.29% | Reduce -5.5% | 345,000 | $27.1M |
| Hikari Tsushin, Inc. | 1.96% | No change | 343,165 | $27.0M |
| Citigroup Inc. | 0.03% | Reduce -89.0% | 336,890 | $26.5M |
| Graham Capital Management, L.P. | 1.24% | Add +84.1% | 321,633 | $25.3M |
| Prudential PLC | 0.13% | Reduce -0.1% | 315,295 | $24.8M |
| CBIZ Investment Advisory Services, LLC | 1.22% | Add +8.7% | 310,461 | $24.4M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +35.5% | 309,832 | $24.4M |
| Stairway Partners, LLC | 1.53% | Add +3.5% | 307,948 | $24.2M |
| Simplex Trading, LLC | 0.68% | New | 306,276 | $24.1M |
| Allianz Investment Management U.S. LLC | 1.66% | No change | 300,000 | $23.6M |
| Counterpoint Mutual Funds LLC | 2.92% | Reduce -5.9% | 297,013 | $23.4M |
| Williams Jones Wealth Management, LLC. | 0.27% | Add +14.3% | 280,400 | $22.1M |
| Fifth Third Bancorp | 0.07% | Reduce -3.8% | 260,043 | $20.5M |
| BlueCrest Capital Management Ltd | 1.31% | Add +293.3% | 258,772 | $20.4M |
| Kwmg, LLC | 2.09% | Add +0.9% | 258,541 | $20.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +3.0% | 250,128 | $19.7M |
| Trust Co | 2.23% | Add +1.3% | 247,888 | $19.5M |
| Prudent Man Advisors, LLC | 7.08% | Reduce -11.6% | 247,468 | $19.5M |
| Summit Global Investments | 1.21% | Add +6.5% | 245,883 | $19.3M |
| Truist Financial Corp. | 0.03% | Reduce -37.3% | 245,879 | $19.3M |
| Twele Capital Management, Inc. | 4.08% | Add +0.6% | 244,950 | $19.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.20% | Reduce -18.0% | 240,996 | $19.2M |
| Rafferty Asset Management, LLC | 0.07% | Reduce -7.1% | 233,571 | $18.4M |
| IMC-Chicago, LLC | 0.49% | Add +686.6% | 229,538 | $18.1M |
| Deseret Mutual Benefit Administrators | 8.77% | New | 226,574 | $17.8M |
| Invst, LLC | 2.16% | Add +2954.7% | 225,652 | $17.7M |
| Viewpoint Investment Partners Corp. | 21.81% | Reduce -12.0% | 212,700 | $16.7M |
| Focus Partners Wealth | 0.04% | Add +3089.2% | 211,602 | $16.6M |
| Occidental Asset Management, LLC | 2.58% | Add +4.7% | 209,874 | $16.5M |
| Deutsche Bank AG | 0.01% | Reduce -12.3% | 209,034 | $16.4M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -94.7% | 205,863 | $16.2M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -6.3% | 202,043 | $15.9M |
| Alliance Wealth Management Group | 4.25% | Add +2.9% | 201,742 | $15.9M |
| Csenge Advisory Group | 0.86% | Reduce -7.8% | 201,203 | $15.8M |
| BlueSky Wealth Advisors, LLC | 2.41% | Add +6.3% | 196,267 | $15.4M |
| Principal Securities, Inc. | 0.35% | Add +15.8% | 195,529 | $15.4M |
| Voya Financial Advisors, Inc. | 1.64% | Reduce -1.7% | 192,200 | $15.1M |
| Flow Traders U.S. LLC | 0.60% | New | 191,588 | $15.1M |
| Hudson Bay Capital Management LP | 0.11% | Reduce -44.9% | 190,000 | $14.9M |
| SMI Advisory Services, LLC | 3.41% | Add +27.8% | 188,180 | $14.8M |
| Amarillo National Bank | 2.63% | Reduce -4.5% | 182,468 | $14.4M |
| Wealthstar Advisors, LLC | 6.20% | — | 181,581 | $14.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -10.3% | 178,020 | $14.0M |
| Farmers & Merchants Investments Inc. | 0.42% | Add +10.5% | 170,877 | $13.4M |
| Private Advisor Group, LLC | 0.07% | Add +5.8% | 168,775 | $13.3M |
| Strategic Investment Advisors / MI | 1.41% | Add +10.7% | 168,697 | $13.3M |
| Probity Advisors, Inc. | 2.54% | Add +9.3% | 167,454 | $13.2M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -2.3% | 166,040 | $13.1M |
| Fsa Wealth Partners, Inc. | 3.04% | Add +0.1% | 164,987 | $13.0M |
| Trivium Point Advisory, LLC | 1.62% | Reduce -12.5% | 163,441 | $12.9M |
| Penserra Capital Management LLC | 0.23% | Add +93.1% | 162,582 | $12.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -9.4% | 160,616 | $12.6M |
| Schroder Investment Management Group | 0.01% | Reduce -28.9% | 160,367 | $12.6M |
| Parallel Advisors, LLC | 0.28% | Add +1.8% | 160,250 | $12.6M |
| AAFMAA Wealth Management & Trust LLC | 5.52% | Add +3.7% | 160,208 | $12.6M |
| RFG Advisory, LLC | 0.35% | Add +6.2% | 158,784 | $12.5M |
| Checchi Capital Advisers, LLC | 0.91% | Add +1.8% | 154,613 | $12.2M |
| Financial Advisors Network, Inc. | 2.02% | — | 154,117 | $12.1M |
| SG Americas Securities, LLC | 0.05% | Add +31.0% | 153,162 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -23.2% | 150,821 | $11.9M |
| Ripple Effect Asset Management LP | 16.05% | — | 150,000 | $11.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.7% | 149,805 | $11.8M |
| Tidal Investments LLC | 0.10% | Reduce -43.5% | 147,908 | $11.6M |
| Park Avenue Securities LLC | 0.12% | Add +18.4% | 146,670 | $11.5M |
| Atlas Financial Advisors, Inc. | 17.93% | Add +89.4% | 146,053 | $11.5M |
| Nissay Asset Management Corp. /Japan | 0.07% | Add +0.9% | 145,417 | $11.4M |
| Rwa Wealth Partners, LLC | 0.14% | Add +2128.5% | 142,579 | $11.2M |
| Cullen/Frost Bankers, Inc. | 0.15% | Add +6.0% | 139,740 | $11.0M |
| Alley Investment Management Company, LLC | 1.37% | Reduce -0.3% | 138,147 | $10.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.0% | 134,190 | $10.6M |
| Corbin Capital Partners, L.P. | 17.04% | No change | 129,550 | $10.2M |
| Mutual Advisors, LLC | 0.29% | Add +7.8% | 125,584 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.8% | 125,024 | $9.8M |
| Global Wealth Management Investment Advisory, Inc. | 2.02% | Add +5.9% | 124,659 | $9.8M |
| USA Financial Formulas | 1.54% | Reduce -6.6% | 124,266 | $9.8M |
| Strong Tower Advisory Services | 2.53% | Add +10.2% | 123,478 | $9.7M |
| Nomura Asset Management Co. Ltd. | 0.03% | No change | 121,586 | $9.6M |
| Cerity Partners LLC | 0.02% | Reduce -8.2% | 120,357 | $9.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -9.6% | 117,036 | $9.2M |
| Pinkerton Wealth, LLC | 1.27% | Reduce -1.5% | 111,320 | $8.8M |
| Privium Fund Management (UK) Ltd | 7.07% | New | 109,900 | $8.7M |
| Avitas Wealth Management LLC | 1.20% | Add +10.1% | 109,968 | $8.6M |
| Toronto Dominion Bank | 0.02% | Add +0.1% | 108,600 | $8.5M |
| Fortis Group Advisors, LLC | 1.59% | New | 108,474 | $8.5M |
| Headlands Technologies LLC | 0.84% | New | 105,839 | $8.3M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -39.5% | 102,463 | $8.1M |
| Corient Private Wealth LP | 0.01% | Add +1.9% | 107,129 | $8.0M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +88.9% | 101,839 | $8.0M |
| Orion Portfolio Solutions, LLC | 0.08% | Add +88.9% | 101,839 | $8.0M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 7.99% | Reduce -46.8% | 100,000 | $7.9M |
| Trajan Wealth LLC | 0.43% | Add +2.8% | 99,738 | $7.8M |
| J.Safra Asset Management Corp | 0.64% | Add +2.0% | 99,524 | $7.8M |
| Dark Forest Capital Management LP | 1.15% | Add +28.5% | 99,072 | $7.8M |
| Hilltop Holdings Inc. | 0.49% | Add +435.7% | 98,917 | $7.8M |
| Valmark Advisers, Inc. | 0.12% | Add +77.0% | 98,866 | $7.8M |
| Country Trust Bank | 0.19% | No change | 98,600 | $7.8M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -2.6% | 98,582 | $7.8M |
| Tudor Financial Inc. | 4.52% | Reduce -1.0% | 98,149 | $7.7M |
| Daiwa Securities Group Inc. | 0.03% | Reduce -6.4% | 97,126 | $7.6M |
| Mariner, LLC | 0.01% | Add +3.1% | 96,594 | $7.6M |
| Rebalance, LLC | 0.56% | Add +3.1% | 94,641 | $7.4M |
| Liquid Strategies, LLC | 1.49% | New | 91,824 | $7.2M |
| Kensington Asset Management, LLC | 0.42% | New | 91,824 | $7.2M |
| Tetragon Partners GP Ltd | 3.03% | Reduce -19.0% | 90,327 | $7.1M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -4.5% | 89,835 | $7.1M |
| Central Bank & Trust Co. | 1.07% | Reduce -11.3% | 90,020 | $7.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -20.3% | 89,606 | $7.0M |
| My Legacy Advisors, LLC | 2.72% | Add +1.6% | 88,251 | $7.0M |
| Fullcircle Wealth LLC | 2.79% | Add +1.0% | 85,687 | $6.8M |
| TFB Advisors LLC | 1.92% | Add +2.7% | 85,587 | $6.7M |
| Teachers Retirement System of the State of Kentucky | 0.06% | No change | 84,685 | $6.7M |
| M&T Bank Corp | 0.02% | Reduce -15.6% | 84,090 | $6.6M |
| Cranbrook Wealth Management, LLC | 1.46% | Reduce -3.1% | 80,113 | $6.3M |
| Topel & Distasi Wealth Management, LLC | 2.66% | Reduce -0.1% | 79,077 | $6.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.7% | 78,757 | $6.2M |
| CIBC Asset Management Inc | 0.02% | Add +4.9% | 78,503 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -7.2% | 78,171 | $6.1M |
| Darrow Company, Inc. | 3.53% | Reduce -1.3% | 77,465 | $6.1M |
| FIL Ltd | 0.01% | No change | 77,208 | $6.1M |
| Elevatus Welath Management | 2.05% | New | 76,211 | $6.0M |
| Blue Fin Capital, Inc. | 1.10% | Add +18.4% | 75,724 | $6.0M |
| Metropolitan Life Insurance Co | 2.35% | No change | 75,273 | $5.9M |
| VestGen Investment Management | 1.61% | Reduce -11.1% | 75,169 | $5.9M |
| Merriman Wealth Management, LLC | 0.25% | Reduce -0.5% | 74,882 | $5.9M |
| Townsquare Capital LLC | 0.07% | Reduce -17.7% | 73,936 | $5.8M |
| HWG Holdings LP | 1.90% | Add +77.8% | 73,767 | $5.8M |
| Sofi Wealth, LLC | 0.39% | Add +9.5% | 72,757 | $5.7M |
| Ascent Group, LLC | 0.43% | Reduce -4.3% | 72,137 | $5.7M |
| New Age Alpha Advisors, LLC | 0.23% | New | 72,115 | $5.7M |
| Croban | 5.55% | — | 71,833 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +5.3% | 70,254 | $5.5M |
| One Capital Management, LLC | 0.18% | Reduce -15.1% | 69,803 | $5.5M |
| Net Worth Advisory Group | 1.65% | Add +1.1% | 69,133 | $5.4M |
| Eq LLC | 2.55% | Add +1558.6% | 69,015 | $5.4M |
| Ballentine Partners, LLC | 0.09% | Add +6.0% | 68,141 | $5.4M |
| Wealth Forward, LLC | 3.75% | Add +6.8% | 67,567 | $5.3M |
| Choreo, LLC | 0.08% | Add +3.3% | 67,180 | $5.3M |
| Greenup Street Wealth Management LLC | 1.05% | Add +1.9% | 66,915 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -31.9% | 66,872 | $5.3M |
| Boltwood Capital Management | 1.59% | Add +5.1% | 66,435 | $5.2M |
| SevenBridge Financial Group, LLC | 0.99% | Reduce -2.9% | 65,697 | $5.2M |
| Atria Investments, Inc | 0.06% | Reduce -23.2% | 65,944 | $5.2M |
| IFP Advisors, Inc | 0.17% | Add +10.6% | 65,849 | $5.2M |
| Plan Group Financial, LLC | 2.73% | Add +1.7% | 65,630 | $5.2M |
| Global Retirement Partners, LLC | 0.15% | Add +18.0% | 65,570 | $5.2M |
| Keybank National Association | 0.02% | Reduce -0.4% | 65,325 | $5.1M |
| Global View Capital Management LLC | 1.80% | — | 64,958 | $5.1M |
| Buska Wealth Management, LLC | 1.62% | Add +38.9% | 64,527 | $5.1M |
| Heritage Oak Wealth Advisors LLC | 2.38% | New | 63,426 | $5.0M |
| M.D. Sass, LLC | 0.38% | New | 62,650 | $4.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +3.9% | 61,396 | $4.8M |
| IFG Advisors, LLC | 0.95% | Add +10.1% | 60,866 | $4.8M |
| Paloma Partners Management Co | 0.44% | Add +135.3% | 60,666 | $4.8M |
| Lionshead Wealth Management, LLC | 3.43% | — | 60,313 | $4.7M |
| Park Square Financial Group, LLC | 3.28% | — | 60,271 | $4.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.71% | No change | 60,000 | $4.7M |
| TD Private Client Wealth LLC | 0.13% | Add +4.7% | 59,707 | $4.7M |
| OxenFree Capital LLC | 3.50% | Add +5.8% | 59,328 | $4.7M |
| HMS Capital Management, LLC | 2.25% | Add +2.4% | 59,267 | $4.7M |
| NBT Bank, N.A. | 0.32% | Add +6.6% | 58,591 | $4.6M |
| Conning Inc. | 0.17% | No change | 58,395 | $4.6M |
| Bensler, LLC | 0.54% | Reduce -5.9% | 57,982 | $4.6M |
| Roundview Capital LLC | 0.32% | Reduce -0.7% | 57,782 | $4.5M |
| Washington Trust Advisors, Inc. | 0.37% | Add +7.7% | 56,758 | $4.5M |
| Equitable Holdings, Inc. | 0.04% | Add +3.1% | 56,358 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.0% | 55,558 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +4.1% | 54,613 | $4.3M |
| Integrated Advisors Network LLC | 0.21% | Reduce -3.4% | 54,595 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | Add +32.7% | 54,384 | $4.3M |
| Curran Financial Partners, LLC | 1.12% | Add +55.8% | 54,381 | $4.3M |
| SBI Securities Co., Ltd. | 0.13% | — | 53,960 | $4.2M |
| Ironwood Financial, llc | 0.89% | Reduce -0.2% | 53,949 | $4.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.12% | Add +5.7% | 53,762 | $4.2M |
| Palogic Value Management, L.P. | 1.72% | Add +0.8% | 53,532 | $4.2M |
| McAdam, LLC | 0.23% | Reduce -8.0% | 52,562 | $4.1M |
| Members Capital Advisors Inc. | 3.68% | No change | 52,000 | $4.1M |
| Blair William & Co. | 0.01% | Add +13.9% | 51,881 | $4.1M |
| Sagace Wealth Management LLC | 3.00% | Add +418.2% | 50,851 | $4.0M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.01% | New | 50,178 | $3.9M |
| Parkside Financial Bank & Trust | 0.52% | Add +4.0% | 50,114 | $3.9M |
| Y.D. More Investments Ltd | 0.35% | Add +3.1% | 49,888 | $3.9M |
| Advisors Preferred, LLC | 0.63% | Reduce -19.4% | 49,428 | $3.9M |
| Beirne Wealth Consulting Services, LLC | 1.39% | Reduce -0.7% | 49,108 | $3.9M |
| Vontobel Holding Ltd. | 0.01% | Add +11.9% | 49,068 | $3.9M |
| Waverly Advisors, LLC | 0.06% | Reduce -6.5% | 48,991 | $3.9M |
| New England Asset Management Inc. | 0.69% | No change | 48,790 | $3.8M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Add +980.4% | 48,706 | $3.8M |
| Insight Wealth Partners, LLC | 2.39% | Add +15.8% | 48,033 | $3.8M |
| Aptus Capital Advisors, LLC | 0.04% | Add +2858.6% | 47,841 | $3.8M |
| Freedom Investment Management, Inc. | 0.31% | Reduce -14.6% | 47,526 | $3.7M |
| Personal Cfo Solutions, LLC | 0.73% | Add +2.1% | 47,430 | $3.7M |
| CoreCap Advisors, LLC | 0.17% | Reduce -56.5% | 47,224 | $3.7M |
| SageView Advisory Group, LLC | 0.16% | Reduce -31.7% | 46,745 | $3.7M |
| Bison Wealth, LLC | 0.80% | Add +1619.6% | 46,394 | $3.6M |
| Sterling Investment Advisors LLC | 2.13% | Add +1.8% | 46,332 | $3.6M |
| Retirement Capital Strategies | 1.37% | New | 45,911 | $3.6M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -10.4% | 45,659 | $3.6M |
| World Investment Advisors | 0.10% | Add +11.8% | 45,026 | $3.5M |
| Davies Financial Advisors, Inc. | 3.01% | Add +7.4% | 44,992 | $3.5M |
| Lodestar Private Asset Management LLC | 0.44% | Add +7.0% | 44,935 | $3.5M |
| Financial & Tax Architects, LLC | 0.90% | Add +8.3% | 44,757 | $3.5M |
| Cypress Wealth Services, LLC | 0.69% | Reduce -2.1% | 43,540 | $3.4M |
| FineMark National Bank & Trust | 0.12% | Add +24.6% | 43,203 | $3.4M |
| Transcendent Capital Group LLC | 1.74% | Add +1.8% | 42,807 | $3.4M |
| Crabel Capital Management, LLC | 10.68% | Reduce -57.8% | 41,796 | $3.3M |
| Scotia Capital Inc. | 0.02% | Add +185.5% | 41,403 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.24% | Add +107.3% | 41,228 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -41.1% | 41,185 | $3.2M |
| Trek Financial, LLC | 0.24% | Add +21.6% | 41,018 | $3.2M |
| Fiera Capital Corp | 0.01% | Reduce -0.0% | 40,887 | $3.2M |
| Transamerica Financial Advisors, LLC | 0.32% | Reduce -8.3% | 40,752 | $3.2M |
| Banco Santander, S.A. | 0.04% | Add +21.9% | 40,594 | $3.2M |
| Advisory Services Network, LLC | 0.06% | Add +41.3% | 40,396 | $3.2M |
| Carlson Capital, L.P. | 1.85% | New | 40,000 | $3.1M |
| Allie Family Office LLC | 1.74% | Add +12.1% | 39,904 | $3.1M |
| Financial Alternatives, Inc | 2.19% | Reduce -0.1% | 39,493 | $3.1M |
| Cim, LLC | 0.44% | Add +1.6% | 39,383 | $3.1M |
| Mma Asset Management LLC | 1.33% | Reduce -49.1% | 38,639 | $3.0M |
| Providence Capital Advisors, LLC | 0.60% | Add +0.4% | 37,762 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.1% | 36,158 | $2.9M |
| Natixis | 0.02% | New | 36,693 | $2.9M |
| LifePlan Investment Advisors, Inc. | 1.77% | Reduce -1.9% | 36,286 | $2.9M |
| Alliance Wealth Advisors, LLC | 0.73% | Reduce -19.1% | 35,750 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.23% | New | 35,721 | $2.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +18.0% | 35,350 | $2.8M |
| Baker Avenue Asset Management, LP | 0.08% | Add +1071.2% | 34,948 | $2.7M |
| AssuredPartners Investment Advisors, LLC | 0.53% | — | 34,881 | $2.7M |
| Atlanta Consulting Group Advisors, LLC | 1.01% | Reduce -11.5% | 34,803 | $2.7M |
| Copperwynd Financial, LLC | 0.75% | New | 34,594 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Add +18.1% | 34,522 | $2.7M |
| 5th Street Advisors, LLC | 1.37% | Reduce -7.7% | 33,492 | $2.6M |
| Sykon Capital LLC | 0.90% | Reduce -5.3% | 33,351 | $2.6M |
| Boston Research & Management Inc. | 0.64% | Reduce -0.8% | 33,135 | $2.6M |
| Invictus Private Wealth, LLC | 0.20% | Reduce -10.8% | 32,797 | $2.6M |
| MorganRosel Wealth Management, LLC | 0.85% | Add +4.1% | 32,791 | $2.6M |
| Bellecapital International Ltd. | 0.46% | No change | 32,457 | $2.6M |
| Towerpoint Wealth, LLC | 1.24% | Reduce -50.7% | 32,117 | $2.5M |
| Meridian Wealth Management, LLC | 0.12% | Add +77.9% | 31,215 | $2.5M |
| LVZ, Inc. | 0.31% | Reduce -8.2% | 31,087 | $2.4M |
| Drive Wealth Management, LLC | 0.59% | Add +5.8% | 30,812 | $2.4M |
| Florin Court Capital LLP | 2.51% | Add +139.8% | 30,700 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +164.1% | 30,463 | $2.4M |
| Hall Capital Management Co. Inc. | 1.11% | — | 30,382 | $2.4M |
| Kingsview Wealth Management, LLC | 0.05% | Add +1.0% | 30,130 | $2.4M |
| Arch Capital Group LTD. | 0.55% | No change | 30,000 | $2.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.57% | Add +34.3% | 29,577 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +64.1% | 29,351 | $2.3M |
| Richardson Financial Services Inc. | 1.62% | Reduce -3.7% | 29,315 | $2.3M |
| BKM Wealth Management, LLC | 0.94% | Add +454.8% | 29,029 | $2.3M |
| Sanctuary Wealth Management, L.L.C. | 1.51% | Add +213.1% | 28,964 | $2.3M |
| Global Trust Asset Management, LLC | 0.86% | Reduce -2.0% | 28,752 | $2.3M |
| Prosperity Consulting Group, LLC | 0.17% | Reduce -9.8% | 28,506 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -28.0% | 28,333 | $2.2M |
| Frank, Rimerman Advisors LLC | 0.16% | No change | 28,263 | $2.2M |
| Neumann Capital Management, LLC | 0.74% | Reduce -0.7% | 28,207 | $2.2M |
| EMG Holdings, L.P. | 3.05% | No change | 27,776 | $2.2M |
| Lorne Steinberg Wealth Management Inc. | 0.63% | Add +4.8% | 27,573 | $2.2M |
| Motiv8 Investments LLC | 1.52% | Reduce -11.0% | 27,571 | $2.2M |
| Covenant Partners, LLC | 0.67% | Reduce -6.6% | 27,564 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.23% | Reduce -12.5% | 27,404 | $2.2M |
| Mandatum Life Insurance Co Ltd | 0.64% | Add +0.4% | 27,245 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.4% | 27,230 | $2.1M |
| Principal Financial Group Inc. | 0.00% | New | 27,000 | $2.1M |
| Corepath Wealth Partners LLC | 2.04% | Add +1.9% | 26,671 | $2.1M |
| Guardian Capital LP | 0.08% | No change | 24,500 | $2.1M |
| HFG Advisors, Inc. | 1.81% | Add +2.6% | 26,390 | $2.1M |
| Synovus Financial Corp. | 0.03% | Add +11.3% | 26,197 | $2.1M |
| Wealth Watch Advisors, INC | 1.27% | — | 25,976 | $2.0M |
| Belpointe Asset Management LLC | 0.12% | Add +2.4% | 25,460 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +11.9% | 25,564 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +19.7% | 25,492 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +13271.0% | 25,405 | $2.0M |
| Clarus Wealth Advisors | 0.98% | Add +6.5% | 25,058 | $2.0M |
| Granby Capital Management, LLC | 1.02% | Reduce -3.9% | 25,000 | $2.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.20% | — | 25,000 | $2.0M |
| Cadent Capital Advisors, LLC | 0.68% | Reduce -0.6% | 24,801 | $2.0M |
| Virtus Advisers, LLC | 0.79% | No change | 24,465 | $1.9M |
| AlTi Global, Inc. | 0.05% | Add +302.4% | 24,388 | $1.9M |
| FOCUS Wealth Advisors, LLC | 1.02% | New | 24,329 | $1.9M |
| Ranch Capital Advisors Inc. | 0.90% | Add +10.8% | 24,208 | $1.9M |
| Partners Capital Investment Group, LLP | 0.05% | Reduce -38.7% | 24,088 | $1.9M |
| Fortis Capital Management LLC | 0.35% | Add +11.5% | 24,023 | $1.9M |
| Emergent Wealth Advisors, LLC | 1.37% | Add +2.1% | 24,004 | $1.9M |
| AdvisorNet Financial, Inc | 0.16% | Reduce -7.2% | 23,969 | $1.9M |
| Virtue Capital Management, LLC | 0.38% | Reduce -12.3% | 23,964 | $1.9M |
| 1ST Source Bank | 0.11% | Reduce -0.3% | 23,954 | $1.9M |
| BG Investment Services, LLC | 1.89% | — | 23,866 | $1.9M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -16.0% | 23,802 | $1.9M |
| Private Advisory Group LLC | 0.21% | New | 23,757 | $1.9M |
| Future You Wealth LLC | 1.32% | — | 23,745 | $1.9M |
| David J Yvars Group | 1.14% | Reduce -6.2% | 23,739 | $1.9M |
| Sheridan Capital Management, LLC | 1.29% | Reduce -3.1% | 23,358 | $1.8M |
| &partners | 0.02% | Add +58.0% | 23,096 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +44.7% | 23,141 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.1% | 23,025 | $1.8M |
| Better Money Decisions, LLC | 1.25% | Add +15.2% | 22,847 | $1.8M |
| CW Advisors, LLC | 0.02% | Add +2.8% | 22,683 | $1.8M |
| Sowell Financial Services LLC | 0.09% | Add +10.1% | 22,683 | $1.8M |
| Ramiah Investment Group | 1.60% | Add +0.1% | 22,277 | $1.8M |
| Heritage Wealth Management, Inc. | 1.48% | Add +52.9% | 22,094 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -1.6% | 21,951 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +32.8% | 21,648 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +1.8% | 21,373 | $1.7M |
| Nwam LLC | 0.10% | Reduce -1.6% | 21,129 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.28% | Reduce -3.8% | 20,820 | $1.6M |
| Group One Trading LLC | 0.05% | New | 20,510 | $1.6M |
| Koshinski Asset Management, Inc. | 0.14% | Add +17.3% | 20,445 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Add +12.5% | 20,425 | $1.6M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -5.4% | 20,428 | $1.6M |
| Concourse Financial Group Securities, Inc. | 0.09% | Reduce -11.8% | 20,152 | $1.6M |
| Islay Capital Management, LLC | 1.12% | Add +1.2% | 20,347 | $1.6M |
| Ameritas Advisory Services, LLC | 0.05% | Add +61.0% | 20,196 | $1.6M |
| Aristides Capital LLC | 0.50% | Add +12.1% | 20,180 | $1.6M |
| Ascentis Independent Advisors | 0.30% | Add +186.1% | 20,176 | $1.6M |
| Hancock Whitney Corp. | 0.05% | Add +27.7% | 20,149 | $1.6M |
| Anthracite Investment Company, Inc. | 0.79% | New | 20,000 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Add +26.2% | 19,962 | $1.6M |
| Talisman Wealth Advisors LLC | 1.66% | Add +151.7% | 34,651 | $1.6M |
| Erickson Financial Group, LLC | 1.11% | Add +0.5% | 19,805 | $1.6M |
| Rialto Wealth Management, LLC | 0.51% | — | 19,708 | $1.6M |
| Aberdeen Group plc | 0.00% | Add +166.2% | 19,700 | $1.5M |
| Dimension Capital Management LLC | 0.25% | Add +8.7% | 19,654 | $1.5M |
| Sharkey, Howes & Javer | 0.22% | Add +1.6% | 19,528 | $1.5M |
| Bank of Nova Scotia | 0.00% | Reduce -88.7% | 19,487 | $1.5M |
| Mittelman Wealth Management | 1.41% | Reduce -24.9% | 19,269 | $1.5M |
| City Holding Co. | 0.21% | Add +11.9% | 19,244 | $1.5M |
| Asset Allocation & Management Company, LLC | 0.82% | No change | 19,130 | $1.5M |
| Sunbeam Capital Management, LLC | 1.39% | — | 19,105 | $1.5M |
| Grey Fox Wealth Advisors, LLC | 0.41% | Reduce -0.3% | 19,093 | $1.5M |
| Integrated Capital Management, LLC | 0.80% | Add +0.7% | 19,002 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.35% | No change | 19,008 | $1.5M |
| NINE MASTS CAPITAL Ltd | 0.29% | Reduce -59.9% | 18,972 | $1.5M |
| CacheTech Inc. | 0.28% | Add +40.8% | 18,923 | $1.5M |
| Prostatis Group LLC | 0.43% | Reduce -4.7% | 18,720 | $1.5M |
| Florida Trust Wealth Management Co | 0.05% | Reduce -3.0% | 18,548 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -22.7% | 18,418 | $1.4M |
| Sigma Planning Corp | 0.05% | Reduce -2.3% | 18,280 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Reduce -29.2% | 18,250 | $1.4M |
| Dai-ichi Life Holdings, Inc. | 1.55% | New | 18,000 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +131.4% | 17,972 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -67.0% | 17,858 | $1.4M |
| Maven Securities LTD | 0.22% | No change | 17,600 | $1.4M |
| Jacobi Capital Management LLC | 0.10% | Reduce -0.5% | 17,498 | $1.4M |
| SignalPoint Asset Management, LLC | 0.33% | Reduce -12.8% | 17,307 | $1.4M |
| AtlasMark Financial, Inc | 1.25% | Add +4.2% | 17,243 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.11% | Reduce -11.5% | 17,156 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Add +32.3% | 17,107 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.8% | 16,942 | $1.3M |
| Arrow Investment Advisors, LLC | 1.24% | No change | 16,580 | $1.3M |
| Global Assets Advisory, LLC | 0.73% | Reduce -12.0% | 16,724 | $1.3M |
| Summit Financial, LLC | 0.05% | Add +0.9% | 16,678 | $1.3M |
| Rossby Financial, LCC | 0.83% | — | 16,615 | $1.3M |
| Adams Wealth Management | 0.25% | Add +21.5% | 16,335 | $1.3M |
| Bain Capital Credit, LP | 0.28% | Reduce -84.0% | 16,234 | $1.3M |
| Arkadios Wealth Advisors | 0.07% | Add +2.2% | 16,008 | $1.3M |
| Jump Financial, LLC | 0.03% | New | 15,987 | $1.3M |
| Thrive Capital Management, LLC | 0.57% | Reduce -16.6% | 15,920 | $1.3M |
| Sierra Capital LLC | 0.15% | Add +0.4% | 15,811 | $1.2M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -17.0% | 15,805 | $1.2M |
| First Horizon Advisors, Inc. | 0.03% | Add +149.4% | 15,747 | $1.2M |
| Verdence Capital Advisors LLC | 0.10% | Add +144.9% | 15,583 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 15,399 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -14.0% | 15,315 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Add +8.3% | 15,257 | $1.2M |
| Continuum Advisory, LLC | 0.15% | Reduce -2.8% | 15,217 | $1.2M |
| Summit Wealth Partners, LLC | 0.25% | Reduce -5.1% | 15,178 | $1.2M |
| Financial Counselors Inc. | 0.02% | Add +0.3% | 15,133 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -7.9% | 15,115 | $1.2M |
| Objective Capital Management, LLC | 0.79% | Add +19.9% | 15,082 | $1.2M |
| Simplicity Wealth,LLC | 0.25% | Reduce -3.0% | 15,076 | $1.2M |
| Coastline Trust Co | 0.14% | Add +108.9% | 14,982 | $1.2M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -4.3% | 14,900 | $1.2M |
| Stone Summit Wealth LLC | 0.39% | Reduce -6.7% | 14,723 | $1.2M |
| Aveo Capital Partners, LLC | 0.13% | Add +6.4% | 14,650 | $1.2M |
| Flagstar Securities, Inc. | 0.29% | Reduce -0.7% | 14,631 | $1.2M |
| Insigneo Advisory Services, LLC | 0.12% | Reduce -12.6% | 14,627 | $1.2M |
| Creative Planning | 0.00% | Add +19.8% | 14,562 | $1.1M |
| Sterling Investment Counsel, LLC | 0.75% | Reduce -18.2% | 14,475 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +3.4% | 14,358 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Add +134.4% | 14,323 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.50% | Reduce -1.2% | 14,308 | $1.1M |
| Coign Capital Advisors LLC | 1.03% | — | 14,230 | $1.1M |
| Ellenbecker Investment Group | 0.20% | Reduce -36.7% | 14,187 | $1.1M |
| Narus Financial Partners, LLC | 0.38% | Add +16.2% | 14,155 | $1.1M |
| SVB Wealth LLC | 0.02% | New | 14,152 | $1.1M |
| National Bank of Canada | 0.00% | New | 14,030 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +3.2% | 13,857 | $1.1M |
| Woodward Diversified Capital, LLC | 0.80% | New | 13,855 | $1.1M |
| BTS Asset Management, Inc. | 1.09% | Reduce -4.9% | 13,837 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +711.1% | 13,837 | $1.1M |
| Redmont Wealth Advisors LLC | 1.87% | Add +0.5% | 13,769 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -76.9% | 13,655 | $1.1M |
| First Interstate Bank | 0.06% | No change | 13,614 | $1.1M |
| TT Capital Management LLC | 0.85% | — | 13,386 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -2.7% | 13,470 | $1.1M |
| Dakota Wealth Management | 0.02% | Add +22.9% | 13,396 | $1.1M |
| Cwm, LLC | 0.00% | Add +6.2% | 13,257 | $1.0M |
| Financial Partners Group, Inc | 0.15% | Add +0.1% | 13,240 | $1.0M |
| Ariadne Wealth Management, LP | 0.47% | No change | 13,000 | $1.0M |
| Telos Capital Management, Inc. | 0.11% | Reduce -27.9% | 13,085 | $1.0M |
| Mgo One Seven LLC | 0.04% | Add +19.1% | 13,068 | $1.0M |
| ShoreHaven Wealth Partners, LLC | 0.48% | Reduce -0.1% | 12,898 | $1.0M |
| Owen LaRue, LLC | 0.53% | Reduce -16.7% | 12,844 | $1.0M |
| Strive Asset Management, LLC | 0.75% | — | 12,715 | $1.0M |
| Visionary Wealth Advisors | 0.06% | Add +16.6% | 12,687 | $998K |
| HBK Sorce Advisory LLC | 0.03% | Add +0.0% | 12,654 | $995K |
| Trilogy Capital Inc. | 0.05% | Add +14.2% | 12,631 | $993K |
| Petix & Botte Co | 0.26% | Reduce -18.0% | 12,501 | $983K |
| Financial Partners Group, LLC | 0.40% | New | 12,377 | $973K |
| UNIVEST FINANCIAL Corp | 0.06% | Add +94.8% | 12,286 | $966K |
| Pinnacle Associates Ltd. | 0.01% | Add +90.2% | 12,272 | $965K |
| Arkos Global Advisors | 0.14% | No change | 12,178 | $958K |
| Prosperity Wealth Management, Inc. | 0.39% | Reduce -5.2% | 12,170 | $957K |
| Captrust Financial Advisors | 0.00% | Reduce -6.4% | 12,101 | $952K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -14.4% | 12,067 | $949K |
| EPIQ Capital Group, LLC | 0.25% | Add +2.0% | 11,957 | $940K |
| Argyle Capital Partners, LLC | 0.80% | — | 11,843 | $931K |
| WASHINGTON TRUST Co | 0.03% | Reduce -8.6% | 11,837 | $931K |
| RiverGlades Family Offices LLC | 0.66% | No change | 11,824 | $930K |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.8% | 11,612 | $917K |
| Pinnacle Wealth Planning Services, Inc. | 0.14% | Add +264.6% | 11,624 | $914K |
| SWS Partners | 0.28% | Add +104.7% | 11,588 | $911K |
| Callan Capital, LLC | 0.07% | Add +1.8% | 11,505 | $905K |
| Richard W. Paul & Associates, LLC | 0.33% | Add +19.5% | 11,431 | $899K |
| American Century Companies Inc. | 0.00% | Reduce -55.8% | 11,400 | $897K |
| Norden Group LLC | 0.10% | Reduce -30.3% | 11,318 | $890K |
| Accurate Wealth Management, LLC | 0.17% | Reduce -1.4% | 11,298 | $887K |
| CreativeOne Wealth, LLC | 0.03% | Add +3.0% | 11,087 | $872K |
| Burns J W & Co. Inc. | 0.11% | Add +48.1% | 11,058 | $870K |
| Moss Adams Wealth Advisors LLC | 0.09% | Add +16.2% | 10,931 | $860K |
| Global Endowment Management, LP | 0.11% | Reduce -58.0% | 10,844 | $853K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -4.3% | 10,838 | $852K |
| Pinion Investment Advisors, LLC | 0.33% | Reduce -8.0% | 10,624 | $836K |
| May Hill Capital, LLC | 0.32% | — | 10,611 | $835K |
| True Freedom Investing, LLC | 0.36% | — | 10,583 | $832K |
| Activest Wealth Management | 0.23% | Reduce -12.5% | 10,560 | $831K |
| IHT Wealth Management, LLC | 0.03% | Reduce -38.9% | 10,551 | $830K |
| Independent Advisor Alliance | 0.01% | New | 10,443 | $821K |
| Perennial Investment Advisors, LLC | 0.10% | Add +7.9% | 10,259 | $807K |
| Valtrion Capital Management, LLC | 1.71% | — | 10,183 | $801K |
| Strategic Blueprint, LLC | 0.05% | Reduce -3.1% | 10,114 | $795K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.2% | 9,844 | $782K |
| McElhenny Sheffield Capital Management, LLC | 0.26% | Reduce -3.1% | 9,919 | $780K |
| Independent Financial Group, LLC | 0.03% | Add +8.6% | 9,886 | $778K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -4.8% | 9,769 | $768K |
| Betterment LLC | 0.00% | Add +3.7% | 9,766 | $768K |
| Bremer Bank National Association | 0.15% | Add +0.8% | 9,753 | $767K |
| Single Point Partners, LLC | 0.18% | New | 9,758 | $767K |
| Merit Financial Group, LLC | 0.01% | Add +1.4% | 9,663 | $760K |
| American Financial Advisors, LLC | 0.11% | Reduce -2.2% | 9,625 | $757K |
| Sovereign Investment Advisors, LLC | 0.23% | Add +0.8% | 9,614 | $756K |
| Argonautica Private Wealth Management, Inc. | 0.24% | Reduce -1.5% | 9,583 | $754K |
| Roberts Financial Services LLC | 0.14% | No change | 9,581 | $754K |
| Avory & Company, LLC | 0.42% | Add +7.7% | 9,569 | $753K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.6% | 9,300 | $731K |
| 5T Wealth, LLC | 0.40% | — | 9,278 | $730K |
| Integrity Alliance, Llc. | 0.08% | — | 9,220 | $725K |
| Barden Capital Management, Inc. | 0.62% | Add +6.5% | 9,169 | $721K |
| Cibc World Market Inc. | 0.00% | Add +8.5% | 9,152 | $720K |
| Cosner Financial Group, LLC | 0.46% | Add +0.5% | 9,150 | $720K |
| Fulcrum Equity Management | 0.70% | Reduce -40.7% | 9,049 | $712K |
| Old National Bancorp | 0.02% | Reduce -8.0% | 9,014 | $709K |
| Howland Capital Management LLC | 0.03% | Add +1.1% | 8,949 | $704K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -65.2% | 8,807 | $693K |
| Wedbush Securities Inc. | 0.02% | Reduce -18.1% | 8,763 | $689K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -3.4% | 8,648 | $680K |
| MAI Capital Management | 0.01% | New | 8,642 | $680K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +3.2% | 8,565 | $674K |
| Bessemer Group Inc. | 0.00% | Add +4.7% | 8,563 | $673K |
| Venture Visionary Partners LLC | 0.03% | New | 8,456 | $665K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -0.7% | 8,392 | $660K |
| Vicus Capital | 0.06% | Reduce -71.8% | 8,384 | $659K |
| MKD Wealth Coaches, LLC | 0.66% | — | 8,302 | $653K |
| Accredited Investors Inc. | 0.04% | No change | 8,150 | $641K |
| Copia Wealth Management | 0.61% | — | 8,146 | $641K |
| New World Advisors LLC | 0.15% | Add +55.8% | 8,074 | $635K |
| Pacer Advisors, Inc. | 0.00% | No change | 8,065 | $634K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.3% | 8,035 | $632K |
| PFG Advisors | 0.04% | Add +8.3% | 7,884 | $620K |
| Wick Capital Partners, LLC | 0.18% | Reduce -4.0% | 7,872 | $619K |
| Webster Bank, N. A. | 0.07% | Reduce -5.4% | 7,831 | $616K |
| CV Advisors LLC | 0.21% | New | 7,821 | $615K |
| Diversify Advisory Services, LLC | 0.03% | Add +5.6% | 7,808 | $613K |
| Bar Harbor Wealth Management | 0.04% | Reduce -3.8% | 7,743 | $609K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | No change | 7,640 | $601K |
| Composition Wealth, LLC | 0.01% | New | 7,609 | $598K |
| a16z Perennial Management, L.P. | 0.07% | No change | 7,600 | $598K |
| Leeward Financial Partners, LLC | 0.21% | Add +11.3% | 7,582 | $596K |
| NewEdge Advisors, LLC | 0.00% | Reduce -50.2% | 7,420 | $584K |
| PKS Advisory Services, LLC | 0.14% | — | 7,357 | $579K |
| Sterling Wealth Management, Inc. | 0.21% | No change | 7,341 | $577K |
| Bridgewater Associates | 0.00% | Reduce -16.9% | 7,334 | $577K |
| Atlas Private Wealth Advisors | 0.08% | Reduce -34.8% | 7,317 | $576K |
| FMR LLC | 0.00% | Reduce -89.7% | 7,316 | $575K |
| Guardian Wealth Advisors, LLC | 0.37% | Reduce -11.0% | 7,310 | $575K |
| Sonata Capital Group Inc. | 0.24% | No change | 7,285 | $573K |
| Lifeworks Advisors, LLC | 0.10% | New | 7,283 | $573K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +23.3% | 7,262 | $571K |
| Estate Counselors, LLC | 0.06% | Add +46.7% | 7,256 | $571K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -0.8% | 7,254 | $571K |
| Private Trust Co. NA | 0.06% | Add +29.9% | 7,148 | $562K |
| Advyzon Investment Management, LLC | 0.22% | — | 7,126 | $560K |
| Dorsey Wright & Associates | 0.13% | No change | 7,095 | $558K |
| Brookstone Capital Management | 0.01% | Reduce -2.5% | 7,084 | $557K |
| Harbour Investments, Inc. | 0.02% | Add +2.9% | 7,066 | $556K |
| Citizens & Northern Corp. | 0.15% | Reduce -8.2% | 7,057 | $555K |
| Dohj, LLC | 0.13% | Add +28.4% | 7,014 | $552K |
| Omega Financial Group, LLC | 0.21% | Reduce -10.9% | 6,969 | $548K |
| Saxony Capital Management, LLC | 0.48% | Reduce -59.4% | 6,933 | $545K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -62.6% | 6,923 | $544K |
| Proathlete Wealth Management LLC | 0.20% | No change | 6,899 | $543K |
| Elk River Wealth Management LLC | 0.10% | Add +31.9% | 6,798 | $535K |
| Centennial Wealth Advisory LLC | 0.21% | Add +14.8% | 6,726 | $529K |
| Forefront Analytics, LLC | 0.25% | Add +132.2% | 6,708 | $528K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 6,676 | $525K |
| Rik Saylor Financial, Inc. | 0.48% | — | 6,665 | $524K |
| Commerce Bank | 0.00% | Reduce -42.2% | 6,643 | $522K |
| Benjamin Edwards Inc. | 0.01% | Add +64.8% | 6,596 | $519K |
| Oldfather Financial Services, LLC | 0.20% | Reduce -5.6% | 6,539 | $514K |
| Vise Technologies, Inc. | 0.04% | New | 6,537 | $514K |
| Federated Hermes, Inc. | 0.00% | New | 6,500 | $511K |
| Clear Investment Research, LLC | 0.66% | Add +0.1% | 6,495 | $511K |
| Belvedere Trading LLC | 0.04% | New | 6,336 | $498K |
| TruNorth Capital Management, LLC | 0.14% | Reduce -0.4% | 6,332 | $498K |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -27.9% | 6,279 | $494K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -6.3% | 6,226 | $490K |
| POM Investment Strategies, LLC | 0.36% | Add +3.4% | 6,139 | $483K |
| FWG Holdings, LLC | 0.23% | Add +0.4% | 6,088 | $483K |
| Portside Wealth Group, LLC | 0.08% | Reduce -23.6% | 6,114 | $481K |
| Flagship Private Wealth, LLC | 0.23% | New | 6,026 | $474K |
| Ieq Capital, LLC | 0.00% | New | 6,022 | $474K |
| Manning & Napier Advisors LLC | 0.01% | Add +1.3% | 6,012 | $473K |
| Quest 10 Wealth Builders, Inc. | 0.47% | — | 5,970 | $470K |
| Olde Wealth Management, LLC | 0.17% | Reduce -4.7% | 5,971 | $469K |
| Cohen Investment Advisors LLC | 0.28% | Add +5.3% | 5,961 | $469K |
| Aua Capital Management, LLC | 0.30% | No change | 5,947 | $468K |
| Madison Asset Management, LLC | 0.01% | No change | 5,900 | $464K |
| Madison Investment Advisors, LLC | 0.01% | — | 5,900 | $464K |
| Dynamic Financial Group | 0.47% | — | 5,886 | $463K |
| Guardian Partners Inc. | 0.05% | — | 5,863 | $463K |
| Tolleson Wealth Management, Inc. | 0.09% | Add +6.0% | 5,875 | $462K |
| SteelPeak Wealth, LLC | 0.02% | New | 5,857 | $461K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -6.4% | 5,834 | $459K |
| Trace Wealth Advisors, LLC | 0.41% | — | 5,800 | $456K |
| Elequin Capital, LP | 0.07% | New | 5,754 | $453K |
| PFG Investments, LLC | 0.03% | Reduce -28.0% | 5,723 | $450K |
| Geller Advisors LLC | 0.03% | Add +5.7% | 5,711 | $449K |
| Rooted Wealth Advisors, Inc. | 0.18% | Add +7.6% | 5,678 | $448K |
| Annex Advisory Services, LLC | 0.01% | Reduce -1.6% | 5,670 | $446K |
| Noesis Capital Mangement Corp. | 0.08% | No change | 5,655 | $445K |
| Haven Private, LLC | 0.25% | — | 5,647 | $444K |
| Beacon Financial Group | 0.05% | Add +45.7% | 5,621 | $442K |
| AEGON USA Investment Management, LLC | 0.44% | No change | 5,575 | $438K |
| Cresset Asset Management, LLC | 0.00% | Add +10.4% | 5,469 | $430K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +7.4% | 5,468 | $430K |
| Colonial Trust Co / SC | 0.06% | Reduce -8.5% | 5,465 | $430K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +392.5% | 5,452 | $429K |
| Pennington Partners & Co., LLC | 0.21% | — | 5,434 | $427K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +13.5% | 5,419 | $426K |
| Kepos Capital LP | 0.37% | Add +107.7% | 5,400 | $425K |
| Nvwm, LLC | 0.11% | Add +5.8% | 5,400 | $425K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -4.1% | 5,396 | $424K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 5,381 | $423K |
| Debussy Capital Management LP | 0.06% | Add +12.9% | 5,249 | $419K |
| Quartz Partners, LLC | 0.25% | Add +18.3% | 5,273 | $415K |
| Modern Wealth Management, LLC | 0.02% | Reduce -36.2% | 5,253 | $413K |
| Rossmore Private Capital | 0.05% | No change | 5,244 | $412K |
| AmeriServ Wealth Advisors | 0.22% | — | 5,229 | $411K |
| Efficient Advisors, LLC | 0.03% | Reduce -21.0% | 5,215 | $410K |
| AE Wealth Management LLC | 0.00% | Reduce -81.0% | 5,179 | $407K |
| Midwest Professional Planners, LTD. | 0.12% | Reduce -3.0% | 5,172 | $407K |
| Richard P Slaughter Associates Inc | 0.09% | Add +15.2% | 5,154 | $405K |
| Concorde Asset Management, LLC | 0.21% | Reduce -3.9% | 5,140 | $404K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.7% | 5,139 | $404K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -13.3% | 5,072 | $399K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -0.5% | 5,055 | $398K |
| E&G Advisors, LLC | 0.11% | Add +23.2% | 5,050 | $397K |
| Advisors Capital Management, LLC | 0.01% | New | 5,033 | $396K |
| Leisure Capital Management | 0.15% | New | 5,031 | $396K |
| Haverford Trust Co | 0.00% | No change | 5,023 | $395K |
| EP Wealth Advisors, LLC | 0.00% | Add +119.0% | 5,004 | $394K |
| GTS Securities LLC | 0.02% | Reduce -99.5% | 4,999 | $393K |
| Stewardship Advisors, LLC | 0.11% | Add +17.6% | 4,981 | $392K |
| West Branch Capital LLC | 0.12% | Add +4.2% | 4,978 | $392K |
| BTG Pactual Asset Management US LLC | 0.05% | Reduce -39.3% | 4,903 | $390K |
| Wesbanco Bank Inc. | 0.01% | Reduce -13.9% | 4,963 | $390K |
| Hillcrest Wealth Advisors - NY, LLC | 0.19% | Add +42.5% | 4,950 | $389K |
| Blueprint Investment Partners LLC | 0.06% | New | 4,943 | $389K |
| Crestwood Advisors Group, LLC | 0.01% | Add +34.8% | 4,942 | $389K |
| StoneX Group Inc. | 0.02% | New | 4,824 | $379K |
| 10Elms LLP | 0.47% | — | 4,772 | $375K |
| GK Wealth Management LLC | 0.47% | — | 4,733 | $372K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 4,719 | $371K |
| Aspiriant, LLC | 0.01% | Add +41.0% | 4,718 | $371K |
| AMG National Trust Bank | 0.01% | Add +0.5% | 4,677 | $368K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,653 | $366K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 4,641 | $365K |
| Wolf Group Capital Advisors | 0.18% | No change | 4,854 | $364K |
| Modera Wealth Management, LLC | 0.00% | Add +4.7% | 4,608 | $362K |
| Wealthspire Advisors, LLC | 0.00% | Add +11.7% | 4,601 | $362K |
| Worth Asset Management, LLC | 0.19% | Reduce -25.5% | 4,591 | $361K |
| Coston, McIsaac & Partners | 0.11% | Reduce -16.9% | 4,523 | $355K |
| Berkeley Capital Partners, LLC | 0.10% | Reduce -13.8% | 4,482 | $353K |
| Moneda S.A. Administradora General de Fondos | 0.37% | Reduce -48.0% | 4,481 | $352K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +42.5% | 4,451 | $350K |
| Guidance Capital, Inc. | 0.11% | Reduce -62.9% | 4,388 | $350K |
| KFA Private Wealth Group, LLC | 0.15% | Add +77.0% | 4,444 | $349K |
| Spire Wealth Management | 0.01% | Reduce -20.9% | 4,442 | $349K |
| Pathstone Holdings, LLC | 0.00% | Reduce -30.8% | 4,410 | $347K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -12.1% | 4,391 | $346K |
| DHK Financial Advisors, Inc. | 0.21% | No change | 4,389 | $345K |
| Red Wave Investments LLC | 0.12% | No change | 4,355 | $343K |
| Chapin Davis, Inc. | 0.11% | No change | 4,238 | $340K |
| Proficio Capital Partners LLC | 0.03% | No change | 4,325 | $340K |
| Fortress Financial Solutions, LLC | 0.48% | — | 4,323 | $340K |
| Regal Investment Advisors LLC | 0.03% | Reduce -30.8% | 4,307 | $339K |
| Washington Trust Bank | 0.03% | Add +0.1% | 4,288 | $337K |
| Old Mission Capital LLC | 0.01% | New | 4,286 | $337K |
| SWP Financial LLC | 0.20% | Reduce -2.4% | 4,279 | $337K |
| Yeomans Consulting Group, Inc. | 0.13% | Reduce -0.2% | 4,277 | $336K |
| Intrust Bank NA | 0.03% | No change | 4,273 | $336K |
| Alaska Permanent Fund Corp | 0.01% | No change | 4,264 | $335K |
| Barrett & Company, Inc. | 0.14% | Add +0.8% | 4,264 | $335K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +63.5% | 4,186 | $329K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.8% | 4,180 | $329K |
| First Foundation Advisors | 0.01% | New | 4,179 | $329K |
| GWN Securities Inc. | 0.09% | — | 4,166 | $329K |
| Walker Asset Management, LLC | 0.20% | Reduce -1.1% | 4,159 | $327K |
| New Century Financial Group, LLC | 0.14% | Reduce -19.4% | 4,139 | $327K |
| Cary Street Partners Financial LLC | 0.01% | — | 4,135 | $325K |
| MMBG Investment Advisors Co. | 0.03% | No change | 4,125 | $324K |
| Axis Wealth Partners, LLC | 0.27% | — | 4,116 | $324K |
| O'ROURKE & COMPANY, Inc | 0.16% | Add +4.6% | 4,107 | $323K |
| White Lighthouse Investment Management Inc. | 0.06% | Add +36.7% | 4,073 | $320K |
| White Pine Capital LLC | 0.11% | Add +4.2% | 4,065 | $320K |
| OneAscent Financial Services LLC | 0.03% | New | 4,027 | $317K |
| Legacy Financial Strategies, LLC | 0.07% | Add +10.2% | 3,976 | $313K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -27.9% | 3,977 | $313K |
| Eldridge Investment Advisors, Inc. | 0.07% | No change | 3,941 | $310K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +135.8% | 3,919 | $308K |
| Lockerman Financial Group, Inc. | 0.52% | No change | 3,916 | $308K |
| Titleist Asset Management, LLC | 0.04% | New | 3,876 | $305K |
| HUB Investment Partners, LLC | 0.01% | New | 3,868 | $304K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 3,862 | $304K |
| LJI Wealth Management, LLC | 0.06% | Reduce -60.1% | 3,860 | $304K |
| NWF Advisory Services Inc. | 0.04% | New | 3,827 | $301K |
| MainStreet Investment Advisors LLC | 0.04% | Reduce -5.5% | 3,826 | $301K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -3.4% | 3,811 | $300K |
| Chesapeake Wealth Management | 0.10% | Reduce -0.1% | 3,805 | $299K |
| Fidelis Capital Partners, LLC | 0.03% | New | 3,769 | $299K |
| Thompson David Blair | 0.22% | — | 3,768 | $296K |
| Stelac Advisory Services LLC | 0.12% | No change | 3,764 | $296K |
| Fortitude Advisory Group L.L.C. | 0.18% | Reduce -1.6% | 3,749 | $295K |
| SkyOak Wealth, LLC | 0.06% | New | 3,740 | $294K |
| Saiph Capital, LLC | 0.13% | New | 3,707 | $292K |
| Golden State Wealth Management, LLC | 0.04% | — | 3,704 | $291K |
| Everhart Financial Group, Inc. | 0.06% | Reduce -3.0% | 3,691 | $290K |
| ProVise Management Group, LLC | 0.02% | Reduce -1.2% | 3,688 | $290K |
| Enterprise Bank & Trust Co | 0.10% | Reduce -4.5% | 3,677 | $289K |
| RTD Financial Advisors, Inc. | 0.04% | Add +14.0% | 3,667 | $288K |
| Tassel Capital Management, Inc. | 0.25% | — | 3,649 | $287K |
| Madison Wealth Partners, Inc | 0.08% | Reduce -3.0% | 3,566 | $280K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -18.2% | 3,549 | $279K |
| Caldwell Trust Co | 0.03% | Reduce -2.4% | 3,538 | $278K |
| Sabal Trust CO | 0.02% | No change | 3,531 | $278K |
| Brighton Jones LLC | 0.01% | New | 3,515 | $276K |
| GFS Advisors, LLC | 0.04% | No change | 3,507 | $276K |
| Mainstay Capital Management LLC | 0.04% | Reduce -0.6% | 3,461 | $272K |
| Savant Capital, LLC | 0.00% | Reduce -39.7% | 3,454 | $272K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -10.4% | 3,450 | $271K |
| Empower Advisory Group, LLC | 0.00% | Reduce -14.7% | 3,436 | $270K |
| Bricktown Capital, LLC | 0.06% | No change | 3,349 | $263K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -7.4% | 3,333 | $262K |
| Diversified Enterprises, LLC | 0.03% | Add +3.8% | 3,330 | $262K |
| Kovack Advisors, Inc. | 0.03% | Add +1.6% | 3,321 | $261K |
| Cardiff Park Advisors, LLC | 0.02% | Add +2.0% | 3,312 | $261K |
| WMG Financial Advisors, LLC | 0.11% | Add +2.3% | 3,296 | $259K |
| RAM Investment Partners, LLC | 0.06% | New | 3,260 | $256K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,247 | $255K |
| Westwood Holdings Group Inc. | 0.00% | Add +0.1% | 3,241 | $255K |
| Birch Financial Group, LLC | 0.29% | — | 3,237 | $255K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.1% | 3,233 | $254K |
| Cypress Capital Group | 0.03% | Reduce -30.8% | 3,200 | $252K |
| UMB Bank, n.a. | 0.00% | Reduce -32.1% | 3,189 | $251K |
| Cooper Financial Group | 0.03% | Add +9.5% | 3,185 | $250K |
| Ameriflex Group, Inc. | 0.11% | — | 3,130 | $250K |
| Financial Strategies Group, Inc. | 0.06% | No change | 3,176 | $249K |
| Allworth Financial LP | 0.00% | Reduce -36.2% | 3,058 | $243K |
| Black Diamond Financial, LLC | 0.04% | Reduce -7.5% | 3,076 | $242K |
| Regions Financial Corp. | 0.00% | Add +6.3% | 3,069 | $241K |
| Financial Management Professionals, Inc. | 0.03% | Add +12.6% | 3,066 | $241K |
| South Plains Financial, Inc. | 0.18% | — | 3,065 | $241K |
| Sax Wealth Advisors, LLC | 0.02% | Add +7.0% | 3,064 | $241K |
| IPG Investment Advisors LLC | 0.05% | Add +5.5% | 3,053 | $240K |
| Capital Analysts, LLC | 0.01% | Add +36.0% | 3,050 | $240K |
| Apex Wealth Management, LLC | 0.21% | — | 3,050 | $240K |
| Litman Gregory Wealth Management LLC | 0.02% | Add +15.2% | 3,046 | $240K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,030 | $238K |
| West Wealth Group, LLC | 0.07% | Reduce -0.5% | 3,020 | $238K |
| Worth Financial Advisory Group, LLC | 0.15% | New | 3,013 | $237K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -38.8% | 2,974 | $237K |
| Peoples Bank | 0.14% | Reduce -52.2% | 3,000 | $236K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 2,997 | $236K |
| RDA Financial Network | 0.07% | Reduce -10.4% | 2,988 | $235K |
| Diversified Trust Co. | 0.01% | No change | 2,971 | $234K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -10.7% | 2,954 | $232K |
| MBL Wealth, LLC | 0.02% | Add +3.4% | 2,925 | $230K |
| Lion Street Advisors, LLC | 0.07% | New | 2,920 | $230K |
| Dahring | Cusmano LLC | 0.21% | — | 2,907 | $229K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,884 | $227K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +82.7% | 2,879 | $226K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -59.3% | 2,875 | $226K |
| XTX Topco Ltd | 0.02% | New | 2,869 | $226K |
| Novus Advisors, LLC | 0.22% | — | 2,850 | $224K |
| Phoenix Financial Ltd. | 0.00% | Reduce -21.4% | 2,845 | $223K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 2,803 | $220K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | No change | 2,801 | $220K |
| Madden Advisory Services, Inc. | 0.10% | New | 2,798 | $220K |
| City Center Advisors, LLC | 0.25% | New | 2,796 | $220K |
| Vantage Financial Partners, LLC | 0.05% | Reduce -7.9% | 2,779 | $219K |
| Arrowroot Family Office, LLC | 0.11% | Reduce -20.4% | 2,775 | $218K |
| Rathbones Group PLC | 0.00% | New | 2,775 | $218K |
| Independent Wealth Network Inc. | 0.09% | Reduce -31.5% | 2,767 | $218K |
| Principle Wealth Partners LLC | 0.02% | Add +0.6% | 2,759 | $217K |
| PMG Wealth Management, Inc. | 0.20% | — | 2,750 | $216K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,733 | $215K |
| Brass Tax Wealth Management, Inc. | 0.04% | Reduce -2.8% | 2,720 | $214K |
| Blalock Williams, LLC | 0.25% | — | 2,715 | $214K |
| Dumont & Blake Investment Advisors LLC | 0.06% | No change | 2,712 | $213K |
| Verus Capital Partners, LLC | 0.02% | Reduce -1.5% | 2,698 | $212K |
| Trust Point Inc. | 0.01% | New | 2,697 | $212K |
| Compass Capital Corp. /Ma/ | 0.08% | — | 2,693 | $212K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 2,683 | $211K |
| Strait & Sound Wealth Management LLC | 0.10% | No change | 2,668 | $210K |
| Fisher Asset Management | 0.00% | Reduce -0.9% | 2,663 | $209K |
| McCarthy & Cox | 0.07% | No change | 2,660 | $209K |
| Sincerus Advisory, LLC | 0.22% | — | 2,648 | $208K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,642 | $208K |
| WealthShield Partners, LLC | 0.03% | Reduce -1.9% | 2,632 | $207K |
| WBH Advisory Inc. | 0.02% | Add +2.6% | 2,604 | $205K |
| Garrison Point Advisors, LLC | 0.10% | New | 2,594 | $204K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -0.1% | 2,577 | $203K |
| Summit Wealth Group, LLC | 0.06% | Reduce -37.1% | 2,554 | $201K |
| Providence First Trust Co | 0.07% | New | 2,535 | $199K |
| HM Payson & Co. | 0.00% | No change | 2,450 | $193K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.1% | 2,252 | $177K |
| Rothschild Investment LLC | 0.01% | No change | 2,237 | $176K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -3.6% | 2,173 | $171K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 2,089 | $164K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -20.0% | 2,011 | $158K |
| Ameliora Wealth Management Ltd. | 0.06% | No change | 2,000 | $157K |
| Capital Investment Counsel, Inc | 0.02% | Reduce -15.1% | 1,962 | $154K |
| Boyd Watterson Asset Management LLC | 0.04% | Reduce -23.4% | 1,905 | $150K |
| Balefire, LLC | 0.05% | Reduce -57.1% | 1,892 | $149K |
| EPG Wealth Management LLC | 0.04% | No change | 1,838 | $145K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 2,275 | $143K |
| Phillips Financial Management, LLC | 0.01% | Add +0.1% | 1,807 | $142K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -83.4% | 1,748 | $137K |
| Union Savings Bank | 0.07% | New | 1,736 | $137K |
| Concord Wealth Partners | 0.02% | Add +1.9% | 1,727 | $136K |
| Optimum Investment Advisors | 0.06% | Reduce -0.5% | 1,708 | $134K |
| Register Financial Advisors LLC | 0.07% | Add +1.0% | 1,702 | $134K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -6.1% | 1,624 | $128K |
| Sandy Spring Bank | 0.00% | No change | 1,483 | $117K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,473 | $116K |
| Park Place Capital Corp | 0.03% | Reduce -31.6% | 1,462 | $115K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,433 | $113K |
| YANKCOM Partnership | 0.06% | — | 1,386 | $109K |
| Sound Income Strategies, LLC | 0.01% | Add +48.6% | 1,382 | $109K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,379 | $108K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.9% | 1,370 | $108K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,365 | $107K |
| Bellwether Advisors, LLC | 0.02% | New | 1,329 | $105K |
| Crewe Advisors LLC | 0.01% | No change | 1,324 | $104K |
| Arax Advisory Partners | 0.01% | Add +541.0% | 1,218 | $96K |
| Amundi | 0.00% | Reduce -14.3% | 1,200 | $95K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 1,138 | $89K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 1,130 | $89K |
| LFA - Lugano Financial Advisors SA | 0.06% | Reduce -49.7% | 1,112 | $87K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,100 | $87K |
| Grove Bank & Trust | 0.01% | Add +350.8% | 1,100 | $87K |
| CKW Financial Group | 0.01% | Reduce -20.6% | 1,040 | $82K |
| Caldwell Sutter Capital, Inc. | 0.04% | Reduce -7.4% | 1,036 | $81K |
| Lee Danner & Bass Inc. | 0.01% | New | 1,000 | $79K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 978 | $77K |
| Community Bank, N.A. | 0.01% | No change | 956 | $75K |
| Caitlin John, LLC | 0.05% | No change | 903 | $71K |
| Laurel Wealth Advisors LLC | 0.01% | New | 869 | $68K |
| Colony Family Offices, LLC | 0.02% | New | 850 | $67K |
| Financial Network Wealth Advisors LLC | 0.12% | Reduce -35.6% | 834 | $66K |
| Valley National Advisers Inc. | 0.01% | New | 833 | $65K |
| Founders Financial Alliance, LLC | 0.02% | Add +1.1% | 760 | $60K |
| Hollencrest Capital Management | 0.00% | Add +1.9% | 751 | $59K |
| Avion Wealth | 0.02% | No change | 755 | $59K |
| Peoples Bank | 0.04% | No change | 745 | $59K |
| Blue Trust, Inc. | 0.00% | Reduce -21.0% | 744 | $59K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | Add +39.4% | 732 | $58K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +2.0% | 708 | $56K |
| Realta Investment Advisors | 0.02% | Add +4.0% | 700 | $55K |
| McIlrath & Eck, LLC | 0.01% | No change | 694 | $55K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -35.1% | 687 | $54K |
| Montag A & Associates Inc. | 0.00% | Reduce -42.1% | 681 | $54K |
| Luminist Capital LLC | 0.09% | — | 656 | $52K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 648 | $51K |
| Kestra Investment Management, LLC | 0.00% | New | 618 | $49K |
| Bank of New Hampshire | 0.01% | No change | 606 | $48K |
| Lindbrook Capital, LLC | 0.00% | No change | 600 | $47K |
| Tucker Asset Management LLC | 0.01% | Add +10.6% | 594 | $47K |
| Raffa Wealth Management, LLC | 0.01% | New | 574 | $45K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -28.8% | 555 | $43K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 532 | $42K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.5% | 527 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -27.6% | 526 | $41K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 475 | $37K |
| Anfield Capital Management, LLC | 0.01% | No change | 465 | $37K |
| SYM FINANCIAL Corp | 0.00% | Add +21.6% | 451 | $35K |
| Element Wealth, LLC | 0.02% | Add +84.6% | 443 | $35K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -30.7% | 423 | $33K |
| Parkworth Wealth Management, Inc. | 0.03% | — | 417 | $33K |
| WR Wealth Planners, LLC | 0.01% | Add +48.2% | 406 | $32K |
| Asset Dedication, LLC | 0.00% | New | 405 | $32K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 392 | $31K |
| Venturi Wealth Management, LLC | 0.00% | Add +40.2% | 380 | $30K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +93.3% | 377 | $30K |
| Aspect Partners, LLC | 0.02% | Reduce -0.6% | 362 | $28K |
| Smartleaf Asset Management LLC | 0.00% | New | 339 | $27K |
| Investors Research Corp | 0.01% | No change | 339 | $27K |
| Key Financial Inc | 0.01% | No change | 334 | $26K |
| West Paces Advisors Inc. | 0.01% | No change | 330 | $26K |
| Eastern Bank | 0.00% | No change | 325 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.3% | 309 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $24K |
| Consultiva Wealth Management, Corp. | 0.11% | New | 287 | $23K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 285 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 280 | $22K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -99.7% | 261 | $21K |
| CENTRAL TRUST Co | 0.00% | Reduce -25.6% | 259 | $20K |
| New Wave Wealth Advisors LLC | 0.01% | New | 256 | $20K |
| EnRich Financial Partners LLC | 0.01% | No change | 247 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 236 | $19K |
| WestEnd Advisors, LLC | 0.00% | Add +12.0% | 233 | $18K |
| Bangor Savings Bank | 0.00% | No change | 226 | $18K |
| Winch Advisory Services, LLC | 0.00% | New | 209 | $16K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 200 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 200 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 200 | $16K |
| CNB Bank | 0.01% | No change | 195 | $15K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -64.5% | 189 | $15K |
| Powell Investment Advisors, LLC | 0.01% | Add +1.7% | 175 | $14K |
| Princeton Global Asset Management LLC | 0.00% | No change | 175 | $14K |
| Security National Bank | 0.00% | New | 175 | $14K |
| Fairscale Capital, LLC | 0.01% | No change | 166 | $13K |
| Archer Investment Corp | 0.00% | No change | 160 | $13K |
| Noble Wealth Management PBC | 0.01% | — | 150 | $12K |
| Armor Investment Advisors, LLC | 0.00% | Reduce -74.8% | 148 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 141 | $11K |
| GoalVest Advisory LLC | 0.00% | New | 137 | $11K |
| Synergy Asset Management, LLC | 0.00% | New | 131 | $11K |
| Rakuten Securities, Inc. | 0.00% | Add +43.8% | 128 | $10K |
| Transce3nd, LLC | 0.00% | — | 128 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 125 | $10K |
| ORG Partners LLC | 0.00% | Add +0.8% | 121 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 115 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 113 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 107 | $8K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.0% | 102 | $8K |
| Symetra Investment Management Co | 0.00% | No change | 100 | $8K |
| Crowley Wealth Management, Inc. | 0.01% | — | 100 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $8K |
| Barings LLC | 0.00% | New | 100 | $8K |
| Eagle Bay Advisors LLC | 0.00% | Add +172.2% | 98 | $8K |
| Millstone Evans Group, LLC | 0.01% | — | 95 | $7K |
| NorthRock Partners, LLC | 0.00% | Reduce -12.2% | 94 | $7K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.1% | 93 | $7K |
| Financial Gravity Companies, Inc. | 0.00% | Add +12.2% | 83 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 80 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 79 | $6K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 78 | $6K |
| Tompkins Financial Corp. | 0.00% | Add +129.0% | 71 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 70 | $6K |
| High Note Wealth, LLC | 0.00% | New | 65 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | — | 62 | $5K |
| St Germain D J Co. Inc. | 0.00% | Add +6000.0% | 61 | $5K |
| Promus Capital, LLC | 0.00% | — | 59 | $5K |
| Matrix Private Capital Group LLC | 0.00% | No change | 58 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 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% | No change | 44 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -99.0% | 40 | $3K |
| Tsfg, LLC | 0.00% | No change | 34 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 36 | $3K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 36 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Horizon Investments, LLC | 0.00% | No change | 34 | $3K |
| Beacon Capital Management, LLC | 0.00% | Reduce -65.1% | 30 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $2K |
| Bokf, NA | 0.00% | Reduce -89.7% | 25 | $2K |
| Graney & King, LLC | 0.00% | — | 22 | $2K |
| Lanark Financial, Inc. | 0.16% | — | 21 | $2K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 18 | $1K |
| Horizons Wealth Management | 0.00% | No change | 13 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 13 | $1K |
| PayPay Securities Corp | 0.04% | Add +450.0% | 11 | $865 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 10 | $802 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 4 | $337 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $267 |
| BNP Paribas | 0.00% | Reduce -100.0% | 1 | $79 |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -100.0% | 1 | $79 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $79 |
| Aventura Private Wealth, LLC | 0.00% | — | 1 | $79 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $52 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $46 |
| Covestor Ltd | 0.00% | Reduce -73.7% | 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.