Ishr Ibx Usd Hiyld CB ETF-UiHYGETF
13F holders, Q1 2025 (March 31)930holders −54
63new positions
103sold out
6famous investors
$78.86avg. 13F price*
At the end of Q1 2025, 930 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings, down 54 from Q4 2024. 63 opened new positions and 103 sold out. The largest holders were Clark Capital Management Group, Inc. ($1.9B), Morgan Stanley ($1.7B) and BlackRock, Inc. ($1.6B). 6 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Ishr Ibx Usd Hiyld CB ETF-Ui
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 464288513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $439.9M |
| Exits | 103 | $653.8M |
All 13F filers, Q4 2024 → Q1 2025: 45,724,279 shares bought and 24,166,127 shares sold, net +21,558,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 930 holders
| Clark Capital Management Group, Inc. | 13.68% | Add +6.7% | 24,194,408 | $1.9B |
| Morgan Stanley | 0.12% | Add +98.8% | 21,778,044 | $1.7B |
| BlackRock, Inc. | 0.03% | Reduce -0.9% | 20,848,563 | $1.6B |
| Bank of America Corp. | 0.08% | Add +62.1% | 11,869,475 | $936.4M |
| Goldman Sachs Group Inc. | 0.18% | Add +12.2% | 11,863,253 | $935.9M |
| Japan Science & Technology Agency | 12.61% | No change | 10,390,626 | $819.7M |
| Assetmark, Inc. | 1.59% | Add +0.6% | 7,341,270 | $579.2M |
| Wells Fargo & Company | 0.14% | Add +54.4% | 7,113,521 | $561.2M |
| Jane Street Group, LLC | 0.92% | Add +53.1% | 6,414,209 | $506.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3.10% | Add +30.9% | 6,377,118 | $503.1M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -3.0% | 5,377,576 | $424.2M |
| Royal Bank of Canada | 0.08% | Reduce -12.2% | 4,779,884 | $377.1M |
| BNP Paribas Financial Markets | 0.29% | Reduce -18.9% | 4,746,514 | $374.5M |
| APG Asset Management US Inc. | 2.82% | Add +14.3% | 4,685,500 | $368.7M |
| UBS Group AG | 0.08% | Reduce -8.7% | 4,539,850 | $358.1M |
| Nuveen, LLC | 0.11% | — | 4,498,605 | $354.9M |
| Citigroup Inc. | 0.25% | Add +1109.4% | 4,074,346 | $321.4M |
| HSBC Holdings PLC | 0.20% | Add +134.6% | 3,867,865 | $304.7M |
| Barclays PLC | 0.11% | Add +1.1% | 3,060,720 | $241.5M |
| State of Tennessee, Department of Treasury | 0.91% | Add +29.3% | 3,014,868 | $237.8M |
| JPMorgan Chase & Co. | 0.02% | Add +329.0% | 2,876,809 | $227.0M |
| NYL Investors LLC | 12.79% | No change | 2,502,988 | $197.5M |
| Ocean Park Asset Management, LLC | 6.56% | Reduce -3.6% | 2,344,589 | $185.0M |
| Stifel Financial Corp. | 0.18% | Add +2.0% | 2,146,946 | $169.4M |
| Mackenzie Financial Corp. | 0.22% | Add +6.6% | 1,989,064 | $156.9M |
| Endurance Services Ltd | 28.93% | Add +0.3% | 1,979,000 | $156.1M |
| LPL Financial LLC | 0.06% | Add +10.6% | 1,943,183 | $153.3M |
| D. E. Shaw & Co. | 0.19% | Add +2.8% | 1,920,000 | $151.5M |
| Ameriprise Financial Inc. | 0.04% | Add +10.5% | 1,831,834 | $142.4M |
| Man Group plc | 0.41% | Add +11.9% | 1,677,184 | $132.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.25% | Reduce -46.3% | 1,425,018 | $112.4M |
| III Capital Management | 37.32% | New | 1,330,000 | $104.9M |
| Susquehanna International Group, LLP | 0.17% | Reduce -38.8% | 1,315,877 | $103.8M |
| Nan Shan Life Insurance Co., Ltd. | 2.39% | No change | 1,284,652 | $101.3M |
| Centiva Capital, LP | 5.23% | New | 1,150,400 | $90.8M |
| BNP Paribas | 3.74% | Add +114496300.0% | 1,144,964 | $90.3M |
| iA Global Asset Management Inc. | 1.50% | Reduce -2.3% | 1,104,618 | $87.1M |
| Readystate Asset Management LP | 7.09% | New | 985,104 | $77.7M |
| Prudential Financial Inc. | 0.11% | Add +54.0% | 957,461 | $75.5M |
| Raymond James Financial Inc. | 0.03% | Add +3.7% | 910,345 | $71.8M |
| Cetera Investment Advisers | 0.14% | Add +2.9% | 903,766 | $71.3M |
| US Bancorp \de | 0.09% | Add +3.9% | 899,670 | $71.0M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -0.3% | 848,326 | $66.7M |
| Millennium Management | 0.07% | Add +86.9% | 835,219 | $65.9M |
| CI Investments Inc. | 0.25% | Add +7.8% | 738,989 | $58.3M |
| 1832 Asset Management L.P. | 0.11% | Reduce -16.3% | 698,272 | $55.1M |
| Wellington Management Group LLP | 0.01% | Add +10.8% | 691,450 | $54.5M |
| National Philanthropic Trust | 0.84% | Add +5.2% | 656,173 | $51.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.94% | Add +5.5% | 652,074 | $51.4M |
| Victory Capital Management Inc. | 0.05% | New | 640,793 | $50.6M |
| Aristotle Pacific Capital, LLC | 14.99% | Reduce -31.9% | 577,138 | $45.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.14% | Add +9.8% | 559,827 | $44.2M |
| MML Investors Services, LLC | 0.15% | Reduce -4.4% | 556,061 | $43.9M |
| Allstate Corp. | 1.22% | Reduce -6.5% | 527,529 | $41.6M |
| Allianz Asset Management GmbH | 0.06% | No change | 492,400 | $38.8M |
| Bank of Montreal | 0.02% | Add +26.6% | 476,255 | $37.6M |
| TD Asset Management Inc | 0.03% | Reduce -70.6% | 467,633 | $36.9M |
| Osaic Holdings, Inc. | 0.08% | Reduce -62.3% | 467,019 | $36.9M |
| Counterpoint Mutual Funds LLC | 5.08% | Add +51.4% | 449,563 | $35.5M |
| Pure Financial Advisors, LLC | 0.71% | Add +6.1% | 431,610 | $34.0M |
| Viewpoint Investment Partners Corp. | 18.12% | Add +100.0% | 425,400 | $33.6M |
| Neuberger Berman Group LLC | 0.03% | Reduce -62.5% | 398,539 | $31.4M |
| Macquarie Group Ltd. | 0.04% | Reduce -0.8% | 394,216 | $31.1M |
| Howard Capital Management, LLC | 0.69% | Add +0.3% | 347,742 | $27.4M |
| CBIZ Investment Advisory Services, LLC | 1.33% | Add +10.8% | 343,853 | $27.1M |
| Hikari Tsushin, Inc. | 1.81% | No change | 343,165 | $27.1M |
| Towercrest Capital Management | 5.06% | Reduce -11.1% | 337,529 | $26.6M |
| Stairway Partners, LLC | 1.52% | Add +1.2% | 311,614 | $24.6M |
| Prudential PLC | 0.12% | Reduce -2.2% | 308,220 | $24.3M |
| Allianz Investment Management U.S. LLC | 1.29% | No change | 300,000 | $23.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.23% | Add +18.7% | 285,968 | $22.6M |
| Williams Jones Wealth Management, LLC. | 0.28% | No change | 280,400 | $22.1M |
| Focus Partners Wealth | 0.06% | Add +32.5% | 280,356 | $22.1M |
| Strong Tower Advisory Services | 5.33% | Add +130.7% | 284,833 | $21.7M |
| Truist Financial Corp. | 0.03% | Add +10.8% | 272,518 | $21.5M |
| Prime Capital Investment Advisors, LLC | 0.25% | Add +31.9% | 266,577 | $21.0M |
| Kwmg, LLC | 2.13% | Add +2.4% | 264,709 | $20.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +2.5% | 256,291 | $20.2M |
| Trust Co | 2.40% | Add +3.3% | 256,170 | $20.2M |
| Twele Capital Management, Inc. | 4.10% | Add +0.0% | 245,000 | $19.3M |
| Fifth Third Bancorp | 0.07% | Reduce -6.2% | 243,992 | $19.2M |
| Invst, LLC | 2.60% | Add +7.2% | 241,825 | $19.1M |
| Loomis Sayles & Co. L P | 0.03% | Add +11.9% | 230,452 | $18.2M |
| Summit Financial Consulting LLC | 16.85% | — | 230,171 | $18.2M |
| Deseret Mutual Benefit Administrators | 8.95% | Add +0.9% | 228,669 | $18.0M |
| Rafferty Asset Management, LLC | 0.07% | Reduce -4.8% | 222,291 | $17.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +45.4% | 219,256 | $17.3M |
| Occidental Asset Management, LLC | 2.52% | Add +0.9% | 211,669 | $16.7M |
| HRT Financial LP | 0.10% | Reduce -85.5% | 209,177 | $16.5M |
| Renaissance Technologies | 0.02% | New | 207,500 | $16.4M |
| Alliance Wealth Management Group | 4.34% | Add +1.3% | 204,455 | $16.1M |
| Private Advisor Group, LLC | 0.10% | Add +20.3% | 203,007 | $16.0M |
| Prudent Man Advisors, LLC | 5.81% | Reduce -18.1% | 202,633 | $16.0M |
| Deutsche Bank AG | 0.01% | Reduce -3.6% | 201,415 | $15.9M |
| Voya Financial Advisors, Inc. | 1.75% | Add +4.8% | 201,419 | $15.9M |
| BlueSky Wealth Advisors, LLC | 2.46% | Add +2.4% | 201,010 | $15.9M |
| Checchi Capital Advisers, LLC | 1.09% | Add +26.4% | 195,346 | $15.4M |
| Principal Securities, Inc. | 0.34% | Add +0.0% | 195,586 | $15.4M |
| Hudson Bay Capital Management LP | 0.11% | No change | 190,000 | $15.0M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +53.2% | 186,216 | $14.7M |
| Qube Research & Technologies Ltd | 0.02% | New | 185,327 | $14.6M |
| Graham Capital Management, L.P. | 0.68% | Reduce -42.7% | 184,200 | $14.5M |
| Amarillo National Bank | 2.74% | Reduce -2.1% | 178,609 | $14.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 178,020 | $14.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.26% | New | 175,434 | $13.8M |
| Strategic Investment Advisors / MI | 1.45% | Add +2.9% | 173,651 | $13.7M |
| Financial Advisors Network, Inc. | 2.26% | Add +11.8% | 172,374 | $13.6M |
| Farmers & Merchants Investments Inc. | 0.43% | Add +0.4% | 171,586 | $13.5M |
| Probity Advisors, Inc. | 2.54% | Add +0.3% | 167,866 | $13.2M |
| Northern Trust Corp. | 0.00% | Reduce -57.7% | 167,062 | $13.2M |
| RFG Advisory, LLC | 0.35% | Add +4.3% | 165,661 | $13.1M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -0.8% | 164,656 | $13.0M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -47.0% | 164,222 | $13.0M |
| Fsa Wealth Partners, Inc. | 4.86% | Reduce -1.3% | 162,912 | $12.9M |
| Mariner Investment Group LLC | 5.05% | New | 161,000 | $12.7M |
| Global Wealth Management Investment Advisory, Inc. | 2.50% | Add +27.0% | 158,303 | $12.5M |
| Parallel Advisors, LLC | 0.28% | Reduce -1.4% | 158,017 | $12.5M |
| GTS Securities LLC | 0.54% | Add +3058.2% | 157,877 | $12.5M |
| HighTower Advisors, LLC | 0.02% | Add +3.8% | 155,449 | $12.3M |
| Trivium Point Advisory, LLC | 1.52% | Reduce -5.0% | 155,263 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +23.8% | 154,712 | $12.2M |
| Edgestream Partners, L.P. | 0.40% | New | 150,266 | $11.9M |
| Park Avenue Securities LLC | 0.14% | Reduce -3.5% | 141,471 | $11.2M |
| Cullen/Frost Bankers, Inc. | 0.16% | Add +1.2% | 141,427 | $11.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -12.1% | 141,152 | $11.1M |
| Alley Investment Management Company, LLC | 1.37% | Reduce -0.1% | 138,015 | $10.9M |
| Ripple Effect Asset Management LP | 13.06% | Reduce -8.0% | 138,000 | $10.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.8% | 137,998 | $10.9M |
| Paloma Partners Management Co | 3.84% | Add +122.8% | 135,141 | $10.7M |
| Worth Asset Management, LLC | 5.79% | Add +2827.0% | 134,379 | $10.6M |
| Marex Group Ltd | 0.20% | Reduce -64.6% | 129,702 | $10.2M |
| Lido Advisors, LLC | 0.06% | Add +738.8% | 128,463 | $10.1M |
| Flow Traders U.S. LLC | 0.43% | Reduce -33.2% | 127,960 | $10.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +3.9% | 121,636 | $9.6M |
| Mutual Advisors, LLC | 0.26% | Reduce -6.8% | 117,001 | $9.2M |
| Cerity Partners LLC | 0.02% | Reduce -6.8% | 112,226 | $8.9M |
| Verition Fund Management LLC | 0.05% | Reduce -76.8% | 111,200 | $8.8M |
| Capstone Investment Advisors, LLC | 0.10% | Add +11110000.0% | 111,101 | $8.8M |
| Wealthstar Advisors, LLC | 3.98% | Reduce -39.3% | 110,192 | $8.7M |
| DSC Meridian Capital LP | 8.58% | New | 109,869 | $8.7M |
| Toronto Dominion Bank | 0.02% | No change | 108,600 | $8.6M |
| Cwm, LLC | 0.03% | Add +716.2% | 108,205 | $8.5M |
| Banco Santander, S.A. | 0.09% | Add +166.3% | 108,094 | $8.5M |
| Privium Fund Management (UK) Ltd | 6.57% | Reduce -1.8% | 107,970 | $8.5M |
| Corient Private Wealth LP | 0.01% | Add +0.3% | 107,392 | $8.5M |
| J.Safra Asset Management Corp | 0.68% | Add +5.9% | 105,430 | $8.3M |
| Bank of New York Mellon Corp | 0.00% | Add +33.7% | 105,277 | $8.3M |
| Hilltop Holdings Inc. | 0.52% | Add +5.8% | 104,636 | $8.3M |
| Curran Financial Partners, LLC | 1.99% | Add +89.2% | 102,859 | $8.1M |
| Comerica Bank | 0.03% | Reduce -71.6% | 102,256 | $8.1M |
| Trajan Wealth LLC | 0.43% | Reduce -0.0% | 99,715 | $7.9M |
| Kensington Asset Management, LLC | 0.82% | Add +7.7% | 98,852 | $7.8M |
| Country Trust Bank | 0.20% | Reduce -0.1% | 98,500 | $7.8M |
| Tudor Financial Inc. | 4.61% | Reduce -0.8% | 97,318 | $7.7M |
| Nissay Asset Management Corp. /Japan | 0.05% | Reduce -35.6% | 93,597 | $7.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +5.1% | 94,140 | $7.4M |
| Rebalance, LLC | 0.53% | Reduce -3.3% | 91,556 | $7.2M |
| Schroder Investment Management Group | 0.01% | Reduce -43.0% | 91,361 | $7.2M |
| My Legacy Advisors, LLC | 2.76% | Add +2.8% | 90,707 | $7.2M |
| TFB Advisors LLC | 2.05% | Add +5.6% | 90,381 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -11.4% | 90,250 | $7.1M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -11.4% | 90,250 | $7.1M |
| AAFMAA Wealth Management & Trust LLC | 3.11% | Reduce -45.8% | 86,852 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.6% | 86,476 | $6.8M |
| Teachers Retirement System of the State of Kentucky | 0.06% | No change | 84,685 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Add +25.2% | 83,727 | $6.6M |
| M&T Bank Corp | 0.02% | Reduce -1.8% | 82,589 | $6.5M |
| Daiwa Securities Group Inc. | 0.03% | Reduce -15.3% | 82,319 | $6.5M |
| Valmark Advisers, Inc. | 0.10% | Reduce -17.1% | 81,942 | $6.5M |
| Advisors Preferred, LLC | 0.86% | Add +63.8% | 80,985 | $6.4M |
| Blue Fin Capital, Inc. | 1.23% | Add +6.3% | 80,510 | $6.4M |
| Cranbrook Wealth Management, LLC | 1.46% | Reduce -0.5% | 79,706 | $6.3M |
| Summit Global Investments | 0.46% | Reduce -67.7% | 79,334 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -18.3% | 78,881 | $6.2M |
| Darrow Company, Inc. | 3.38% | Reduce -0.7% | 76,902 | $6.1M |
| Topel & Distasi Wealth Management, LLC | 2.82% | Reduce -3.3% | 76,440 | $6.0M |
| CoreCap Advisors, LLC | 0.27% | Add +61.8% | 76,402 | $6.0M |
| Summit Financial, LLC | 0.17% | Add +357.0% | 76,225 | $6.0M |
| Metropolitan Life Insurance Co | 2.75% | No change | 75,273 | $5.9M |
| Buska Wealth Management, LLC | 1.86% | Add +16.6% | 75,204 | $5.9M |
| NBT Bank, N.A. | 0.43% | Add +28.3% | 75,179 | $5.9M |
| World Investment Advisors | 0.15% | Add +64.9% | 74,267 | $5.9M |
| Central Bank & Trust Co. | 0.97% | Reduce -18.0% | 73,835 | $5.8M |
| Plan Group Financial, LLC | 2.06% | Add +11.6% | 73,228 | $5.8M |
| Choreo, LLC | 0.09% | Add +8.7% | 73,010 | $5.8M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -30.1% | 71,640 | $5.7M |
| Net Worth Advisory Group | 1.72% | Add +0.1% | 69,232 | $5.5M |
| IFP Advisors, Inc | 0.17% | Add +4.9% | 69,048 | $5.4M |
| Townsquare Capital LLC | 0.06% | Reduce -6.7% | 68,988 | $5.4M |
| Ascent Group, LLC | 0.23% | Reduce -5.8% | 67,982 | $5.4M |
| Wealth Forward, LLC | 3.80% | Add +0.1% | 67,635 | $5.3M |
| Boltwood Capital Management | 1.62% | Add +1.4% | 67,400 | $5.3M |
| Greenup Street Wealth Management LLC | 1.05% | Add +0.1% | 66,991 | $5.3M |
| One Capital Management, LLC | 0.18% | Reduce -5.1% | 66,239 | $5.2M |
| Ballentine Partners, LLC | 0.09% | Reduce -3.0% | 66,081 | $5.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +6.3% | 65,262 | $5.1M |
| Heritage Oak Wealth Advisors LLC | 2.27% | Add +2.5% | 65,017 | $5.1M |
| Keybank National Association | 0.02% | Reduce -0.6% | 64,951 | $5.1M |
| BlueCrest Capital Management Ltd | 1.04% | Reduce -75.0% | 64,800 | $5.1M |
| Crabel Capital Management, LLC | 5.42% | Add +52.3% | 63,672 | $5.0M |
| Tetragon Partners GP Ltd | 1.96% | Reduce -30.1% | 63,142 | $5.0M |
| VestGen Investment Management | 3.74% | Reduce -16.3% | 62,932 | $5.0M |
| OxenFree Capital LLC | 3.77% | Add +8.2% | 64,173 | $5.0M |
| CIBC Asset Management Inc | 0.02% | Reduce -22.4% | 60,918 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | New | 60,650 | $4.8M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Add +24.5% | 60,649 | $4.8M |
| SBI Securities Co., Ltd. | 0.16% | Add +11.4% | 60,129 | $4.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.72% | No change | 60,000 | $4.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.14% | Add +10.5% | 59,384 | $4.7M |
| Washington Trust Advisors, Inc. | 0.41% | Add +3.3% | 58,624 | $4.6M |
| Aptus Capital Advisors, LLC | 0.05% | Add +22.4% | 58,547 | $4.6M |
| Conning Inc. | 0.17% | No change | 58,395 | $4.6M |
| Merit Financial Group, LLC | 0.07% | Add +493.1% | 57,306 | $4.5M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +4.2% | 56,909 | $4.5M |
| Fortis Capital Management LLC | 0.87% | Add +136.1% | 56,722 | $4.5M |
| IFG Advisors, LLC | 0.86% | Reduce -7.1% | 56,545 | $4.5M |
| Blair William & Co. | 0.01% | Add +8.5% | 56,268 | $4.4M |
| Federated Hermes, Inc. | 0.01% | Add +762.9% | 56,091 | $4.4M |
| TD Private Client Wealth LLC | 0.12% | Reduce -6.4% | 55,898 | $4.4M |
| Global View Capital Management LLC | 1.60% | Reduce -14.2% | 55,726 | $4.4M |
| Palogic Value Management, L.P. | 1.93% | Add +1.5% | 54,317 | $4.3M |
| Ironwood Financial, llc | 0.91% | Reduce -0.3% | 53,785 | $4.2M |
| Roundview Capital LLC | 0.31% | Reduce -7.2% | 53,616 | $4.2M |
| Csenge Advisory Group | 0.24% | Reduce -73.2% | 53,908 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +27.8% | 52,633 | $4.2M |
| Members Capital Advisors Inc. | 4.76% | No change | 52,000 | $4.1M |
| Y.D. More Investments Ltd | 0.36% | Add +3.5% | 51,636 | $4.1M |
| Genus Capital Management Inc. | 0.59% | — | 51,287 | $4.0M |
| Sagace Wealth Management LLC | 3.03% | Reduce -0.1% | 50,814 | $4.0M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -7.2% | 50,455 | $4.0M |
| Insight Wealth Partners, LLC | 2.38% | Add +4.5% | 50,210 | $4.0M |
| FineMark National Bank & Trust | 0.14% | Add +16.2% | 50,189 | $4.0M |
| Personal Cfo Solutions, LLC | 0.80% | Add +5.5% | 50,058 | $3.9M |
| Beirne Wealth Consulting Services, LLC | 1.40% | Add +1.3% | 49,728 | $3.9M |
| Brevan Howard Capital Management LP | 0.11% | New | 49,105 | $3.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -0.1% | 49,001 | $3.9M |
| New England Asset Management Inc. | 0.65% | No change | 48,790 | $3.8M |
| Parkside Financial Bank & Trust | 0.49% | Reduce -2.8% | 48,714 | $3.8M |
| Equitable Holdings, Inc. | 0.04% | Reduce -13.6% | 48,703 | $3.8M |
| Waverly Advisors, LLC | 0.05% | Reduce -1.3% | 48,348 | $3.8M |
| SevenBridge Financial Group, LLC | 0.75% | Reduce -26.9% | 48,059 | $3.8M |
| Vicus Capital | 0.35% | Add +476.2% | 48,305 | $3.8M |
| Park Square Financial Group, LLC | 3.00% | Reduce -20.5% | 47,931 | $3.8M |
| Lodestar Private Asset Management LLC | 0.48% | Add +6.7% | 47,921 | $3.8M |
| McAdam, LLC | 0.23% | Reduce -10.7% | 46,965 | $3.7M |
| Davies Financial Advisors, Inc. | 3.15% | Add +4.2% | 46,859 | $3.7M |
| Freedom Investment Management, Inc. | 0.31% | Reduce -1.6% | 46,766 | $3.7M |
| Financial & Tax Architects, LLC | 0.93% | Add +4.5% | 46,758 | $3.7M |
| MorganRosel Wealth Management, LLC | 1.12% | Add +42.4% | 46,695 | $3.7M |
| Sterling Investment Advisors LLC | 2.07% | Add +0.6% | 46,616 | $3.7M |
| SageView Advisory Group, LLC | 0.15% | Reduce -2.5% | 45,595 | $3.6M |
| Bensler, LLC | 0.44% | Reduce -23.0% | 44,622 | $3.5M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -48.5% | 46,272 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -32.7% | 44,355 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.4% | 44,207 | $3.5M |
| Cypress Wealth Services, LLC | 0.70% | Add +0.9% | 43,920 | $3.5M |
| DRW Securities, LLC | 0.29% | New | 43,622 | $3.4M |
| Liquid Strategies, LLC | 0.62% | Reduce -54.8% | 41,501 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.25% | Reduce -0.1% | 41,185 | $3.2M |
| Fiera Capital Corp | 0.01% | Add +0.4% | 41,060 | $3.2M |
| Simplicity Wealth,LLC | 0.25% | Add +167.3% | 40,292 | $3.2M |
| Mma Asset Management LLC | 1.33% | Add +3.9% | 40,140 | $3.2M |
| Cim, LLC | 0.47% | Add +1.8% | 40,098 | $3.2M |
| Allie Family Office LLC | 1.72% | Reduce -0.3% | 39,794 | $3.1M |
| Tudor Investment Corporation | 0.03% | New | 39,591 | $3.1M |
| Atlanta Consulting Group Advisors, LLC | 0.91% | Add +13.1% | 39,375 | $3.1M |
| Edge Financial Advisors LLC | 1.96% | New | 39,269 | $3.1M |
| AlTi Global, Inc. | 0.08% | Add +60.8% | 39,226 | $3.1M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -14.5% | 39,029 | $3.1M |
| Financial Alternatives, Inc | 2.17% | Reduce -2.5% | 38,500 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.31% | Reduce -5.7% | 38,429 | $3.0M |
| SFG Wealth Management, LLC. | 1.48% | New | 38,368 | $3.0M |
| Providence Capital Advisors, LLC | 0.63% | Add +1.2% | 38,229 | $3.0M |
| HMS Capital Management, LLC | 1.67% | Reduce -33.4% | 39,468 | $3.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +7.3% | 37,949 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.5% | 37,787 | $3.0M |
| AssuredPartners Investment Advisors, LLC | 0.57% | Add +6.4% | 37,120 | $2.9M |
| LifePlan Investment Advisors, Inc. | 1.68% | Add +2.1% | 37,037 | $2.9M |
| Dark Forest Capital Management LP | 0.13% | Reduce -63.6% | 36,041 | $2.8M |
| Baker Avenue Asset Management, LP | 0.09% | Add +2.2% | 35,713 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +19.7% | 35,120 | $2.8M |
| Cibc World Market Inc. | 0.01% | Add +271.9% | 34,032 | $2.7M |
| Advisory Services Network, LLC | 0.05% | Reduce -17.5% | 33,319 | $2.6M |
| Trek Financial, LLC | 0.19% | Reduce -19.1% | 33,200 | $2.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.63% | Add +11.3% | 32,903 | $2.6M |
| Drive Wealth Management, LLC | 0.61% | Add +6.0% | 32,667 | $2.6M |
| Emergent Wealth Advisors, LLC | 1.86% | Add +35.9% | 32,609 | $2.6M |
| Bellecapital International Ltd. | 0.51% | Add +0.4% | 32,590 | $2.6M |
| Boston Research & Management Inc. | 0.63% | Reduce -2.6% | 32,269 | $2.5M |
| Invictus Private Wealth, LLC | 0.20% | Reduce -2.3% | 32,033 | $2.5M |
| Redhawk Wealth Advisors, Inc. | 0.34% | Add +58.9% | 31,709 | $2.5M |
| Meridian Wealth Management, LLC | 0.12% | Add +1.0% | 31,525 | $2.5M |
| Hall Capital Management Co. Inc. | 1.14% | Add +2.8% | 31,220 | $2.5M |
| LVZ, Inc. | 0.32% | Reduce -0.8% | 30,823 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.2% | 30,100 | $2.4M |
| Alliance Wealth Advisors, LLC | 0.62% | Reduce -16.0% | 30,030 | $2.4M |
| Arch Capital Group LTD. | 0.66% | No change | 30,000 | $2.4M |
| Integrated Advisors Network LLC | 0.12% | Reduce -45.4% | 29,838 | $2.4M |
| AmeriServ Wealth Advisors | 1.36% | Add +469.3% | 29,767 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -13.9% | 29,732 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -1.9% | 29,572 | $2.3M |
| Guardian Capital LP | 0.09% | Add +20.4% | 29,500 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +11.6% | 29,226 | $2.3M |
| Sykon Capital LLC | 0.87% | Reduce -12.6% | 29,155 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +2.1% | 28,929 | $2.3M |
| BKM Wealth Management, LLC | 0.93% | Reduce -1.0% | 28,727 | $2.3M |
| Future You Wealth LLC | 1.45% | Add +20.9% | 28,708 | $2.3M |
| Richardson Financial Services Inc. | 1.70% | Reduce -3.4% | 28,330 | $2.2M |
| Corepath Wealth Partners LLC | 2.11% | Add +7.3% | 28,605 | $2.2M |
| 5th Street Advisors, LLC | 1.07% | Reduce -16.3% | 28,046 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -60.2% | 27,969 | $2.2M |
| EMG Holdings, L.P. | 2.66% | No change | 27,776 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.25% | Add +1.1% | 27,693 | $2.2M |
| Frank, Rimerman Advisors LLC | 0.17% | Reduce -2.1% | 27,673 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 27,529 | $2.2M |
| Lorne Steinberg Wealth Management Inc. | 0.63% | Reduce -0.2% | 27,512 | $2.2M |
| FOCUS Wealth Advisors, LLC | 1.19% | Add +12.1% | 27,283 | $2.2M |
| HFG Advisors, Inc. | 1.84% | Add +3.3% | 27,256 | $2.2M |
| Partners Capital Investment Group, LLP | 0.04% | Add +13.1% | 27,250 | $2.1M |
| Mandatum Life Insurance Co Ltd | 0.66% | Reduce -0.0% | 27,237 | $2.1M |
| Prosperity Consulting Group, LLC | 0.17% | Reduce -4.5% | 27,218 | $2.1M |
| Towerpoint Wealth, LLC | 1.06% | Reduce -15.6% | 27,105 | $2.1M |
| Virtue Capital Management, LLC | 0.25% | Add +12.9% | 27,054 | $2.1M |
| Pacer Advisors, Inc. | 0.01% | Add +234.8% | 27,002 | $2.1M |
| Aristeia Capital, L.L.C. | 0.14% | New | 26,995 | $2.1M |
| Private Advisory Group LLC | 0.24% | Add +12.9% | 26,822 | $2.1M |
| AdvisorNet Financial, Inc | 0.16% | Add +11.8% | 26,793 | $2.1M |
| Neumann Capital Management, LLC | 0.73% | Reduce -5.2% | 26,754 | $2.1M |
| Belpointe Asset Management LLC | 0.11% | Add +4.7% | 26,645 | $2.1M |
| Global Assets Advisory, LLC | 0.39% | Add +59.2% | 26,618 | $2.1M |
| Talisman Wealth Advisors LLC | 2.10% | Add +27.8% | 44,283 | $2.0M |
| Jump Financial, LLC | 0.03% | Add +57.2% | 25,131 | $2.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -83.6% | 25,121 | $2.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.18% | No change | 25,000 | $2.0M |
| Virtus Investment Advisers, LLC | 0.54% | New | 24,822 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -30.5% | 24,811 | $2.0M |
| IMC-Chicago, LLC | 0.07% | Reduce -89.3% | 24,530 | $1.9M |
| Covenant Partners, LLC | 0.63% | Reduce -11.1% | 24,505 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.8% | 24,353 | $1.9M |
| Motiv8 Investments LLC | 1.27% | Reduce -11.8% | 24,310 | $1.9M |
| David J Yvars Group | 1.49% | Add +0.8% | 23,927 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Add +5.0% | 23,814 | $1.9M |
| Bluefin Capital Management, LLC | 1.55% | — | 23,702 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -7.4% | 23,606 | $1.9M |
| Ranch Capital Advisors Inc. | 0.88% | Reduce -2.9% | 23,506 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +6.0% | 23,260 | $1.8M |
| 1ST Source Bank | 0.11% | Reduce -2.9% | 23,253 | $1.8M |
| CW Advisors, LLC | 0.02% | Add +1.9% | 23,105 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.6% | 22,992 | $1.8M |
| Global Endowment Management, LP | 0.23% | Add +109.8% | 22,753 | $1.8M |
| Heritage Wealth Management, Inc. | 1.50% | Add +0.7% | 22,253 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Add +62.9% | 22,247 | $1.8M |
| City Holding Co. | 0.25% | Add +14.9% | 22,119 | $1.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +330.8% | 22,138 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -13.8% | 22,027 | $1.7M |
| Hancock Whitney Corp. | 0.06% | Add +8.6% | 21,874 | $1.7M |
| Better Money Decisions, LLC | 1.15% | Reduce -4.5% | 21,821 | $1.7M |
| Verdence Capital Advisors LLC | 0.13% | Add +40.0% | 21,814 | $1.7M |
| AtlasMark Financial, Inc | 1.58% | Add +25.1% | 21,568 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 21,382 | $1.7M |
| Prostatis Group LLC | 0.53% | Add +14.0% | 21,344 | $1.7M |
| Stone Summit Wealth LLC | 0.57% | Add +44.9% | 21,333 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.29% | Add +1.9% | 21,215 | $1.7M |
| Erickson Financial Group, LLC | 1.25% | Add +7.1% | 21,205 | $1.7M |
| Pinion Investment Advisors, LLC | 0.36% | Add +96.7% | 20,898 | $1.6M |
| Creative Planning | 0.00% | Add +43.0% | 20,829 | $1.6M |
| Mittelman Wealth Management | 1.48% | Add +8.0% | 20,815 | $1.6M |
| Ramiah Investment Group | 1.56% | Reduce -7.5% | 20,612 | $1.6M |
| Aristides Capital LLC | 0.59% | No change | 20,180 | $1.6M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | Add +188.7% | 19,989 | $1.6M |
| Sunbelt Securities, Inc. | 0.14% | Add +25.3% | 19,810 | $1.6M |
| Adams Wealth Management | 0.30% | Add +20.1% | 19,627 | $1.5M |
| CacheTech Inc. | 0.30% | Add +17.4% | 22,216 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +7.4% | 19,603 | $1.5M |
| Prospera Financial Services Inc | 0.04% | Reduce -4.7% | 19,475 | $1.5M |
| Arkadios Wealth Advisors | 0.06% | Add +21.1% | 19,377 | $1.5M |
| Sunbeam Capital Management, LLC | 1.45% | Add +0.8% | 19,260 | $1.5M |
| Koshinski Asset Management, Inc. | 0.13% | Reduce -5.8% | 19,254 | $1.5M |
| Burns J W & Co. Inc. | 0.20% | Add +73.6% | 19,200 | $1.5M |
| Asset Allocation & Management Company, LLC | 0.76% | No change | 19,130 | $1.5M |
| Lanark Financial, Inc. | 0.13% | — | 19,060 | $1.5M |
| Integrated Capital Management, LLC | 0.83% | Add +0.0% | 19,010 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.36% | Reduce -0.2% | 18,968 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +27.3% | 18,966 | $1.5M |
| Rialto Wealth Management, LLC | 0.47% | Reduce -3.9% | 18,941 | $1.5M |
| &partners | 0.02% | Reduce -18.2% | 18,897 | $1.5M |
| Florida Trust Wealth Management Co | 0.05% | Add +0.8% | 18,703 | $1.5M |
| Visionary Wealth Advisors | 0.09% | Add +46.9% | 18,641 | $1.5M |
| Sierra Capital LLC | 0.18% | Add +16.7% | 18,456 | $1.5M |
| Coign Capital Advisors LLC | 1.10% | Add +27.7% | 18,169 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -16.1% | 18,162 | $1.4M |
| Grey Fox Wealth Advisors, LLC | 0.37% | Reduce -7.5% | 17,670 | $1.4M |
| Jacobi Capital Management LLC | 0.10% | Add +0.7% | 17,624 | $1.4M |
| Maven Securities LTD | 0.30% | No change | 17,600 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -3.2% | 17,389 | $1.4M |
| Buck Wealth Strategies, LLC | 0.25% | New | 17,378 | $1.4M |
| Islay Capital Management, LLC | 0.93% | Reduce -14.9% | 17,324 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +130.8% | 17,128 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +30.7% | 17,078 | $1.3M |
| Sterling Investment Counsel, LLC | 0.46% | Add +17.9% | 17,072 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.11% | Reduce -0.6% | 17,047 | $1.3M |
| BG Investment Services, LLC | 1.45% | Reduce -28.6% | 17,033 | $1.3M |
| Copia Wealth Management | 1.24% | Add +109.1% | 17,031 | $1.3M |
| Continuum Advisory, LLC | 0.17% | Add +11.2% | 16,923 | $1.3M |
| Florin Court Capital LLP | 1.38% | Reduce -45.0% | 16,900 | $1.3M |
| Coastline Trust Co | 0.16% | Add +11.6% | 16,724 | $1.3M |
| HBK Sorce Advisory LLC | 0.04% | Add +31.6% | 16,654 | $1.3M |
| Arrow Investment Advisors, LLC | 1.38% | No change | 16,580 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +9.3% | 16,528 | $1.3M |
| BLB&B Advisors, LLC | 0.07% | Add +7.5% | 16,393 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +171.3% | 16,337 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Reduce -4.6% | 16,318 | $1.3M |
| Dimension Capital Management LLC | 0.23% | Reduce -17.1% | 16,303 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -21.4% | 16,052 | $1.3M |
| Peoples Bank | 0.86% | Add +2053.7% | 16,045 | $1.3M |
| Bank of Nova Scotia | 0.00% | Reduce -17.7% | 16,035 | $1.3M |
| Elequin Capital, LP | 0.33% | Add +177.2% | 15,948 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +29.7% | 15,917 | $1.3M |
| Dakota Wealth Management | 0.03% | Add +17.6% | 15,757 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -15.1% | 15,640 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 15,399 | $1.2M |
| Flagstar Securities, Inc. | 0.31% | Add +4.2% | 15,238 | $1.2M |
| Nwam LLC | 0.10% | Reduce -27.9% | 15,234 | $1.2M |
| Objective Capital Management, LLC | 1.52% | Reduce -0.0% | 15,079 | $1.2M |
| Perennial Investment Advisors, LLC | 0.13% | Add +45.8% | 14,953 | $1.2M |
| Financial Counselors Inc. | 0.02% | Reduce -1.4% | 14,919 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -16.6% | 14,901 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.56% | Add +14.3% | 14,747 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +0.3% | 14,396 | $1.1M |
| Lifeworks Advisors, LLC | 0.19% | Add +96.6% | 14,316 | $1.1M |
| Prelude Capital Management, LLC | 0.11% | New | 14,263 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.51% | Reduce -0.5% | 14,233 | $1.1M |
| Financial Advocates Investment Management | 0.08% | Reduce -0.7% | 14,230 | $1.1M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -29.6% | 14,222 | $1.1M |
| Summit Wealth Partners, LLC | 0.23% | Reduce -6.9% | 14,134 | $1.1M |
| Natixis | 0.01% | Reduce -61.5% | 14,146 | $1.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.17% | Add +21.0% | 14,065 | $1.1M |
| Richard W. Paul & Associates, LLC | 0.43% | Add +21.8% | 13,920 | $1.1M |
| VestGen Advisors, LLC | 0.05% | — | 13,862 | $1.1M |
| Financial Partners Group, Inc | 0.17% | Add +4.5% | 13,836 | $1.1M |
| Advyzon Investment Management, LLC | 0.38% | Add +93.5% | 13,787 | $1.1M |
| Redmont Wealth Advisors LLC | 2.12% | No change | 13,769 | $1.1M |
| Lionshead Wealth Management, LLC | 1.12% | Reduce -77.3% | 13,723 | $1.1M |
| First Interstate Bank | 0.06% | No change | 13,614 | $1.1M |
| Narus Financial Partners, LLC | 0.36% | Reduce -4.6% | 13,506 | $1.1M |
| Telos Capital Management, Inc. | 0.12% | Add +3.1% | 13,492 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 13,470 | $1.1M |
| SWS Partners | 0.35% | Add +15.9% | 13,430 | $1.1M |
| Woodward Diversified Capital, LLC | 0.74% | Reduce -4.2% | 13,276 | $1.0M |
| Trilogy Capital Inc. | 0.05% | Add +4.8% | 13,241 | $1.0M |
| TT Capital Management LLC | 0.88% | Reduce -1.2% | 13,226 | $1.0M |
| Owen LaRue, LLC | 0.52% | Add +3.0% | 13,224 | $1.0M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -5.3% | 13,124 | $1.0M |
| Daymark Wealth Partners, LLC | 0.04% | Add +50.8% | 13,041 | $1.0M |
| Ariadne Wealth Management, LP | 0.53% | No change | 13,000 | $1.0M |
| Norden Group LLC | 0.12% | Add +13.4% | 12,839 | $1.0M |
| Moss Adams Wealth Advisors LLC | 0.11% | Add +15.8% | 12,661 | $999K |
| GWN Securities Inc. | 0.06% | Add +201.9% | 12,579 | $993K |
| Petix & Botte Co | 0.26% | Add +0.3% | 12,533 | $989K |
| Ascentis Independent Advisors | 0.19% | Reduce -39.0% | 12,316 | $972K |
| Arkos Global Advisors | 0.14% | Add +0.8% | 12,275 | $968K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 12,178 | $961K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +82.4% | 12,178 | $961K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -83.1% | 12,168 | $960K |
| Chicago Partners Investment Group LLC | 0.03% | Add +5.0% | 12,187 | $957K |
| AE Wealth Management LLC | 0.01% | Add +134.0% | 12,119 | $956K |
| Prosperity Wealth Management, Inc. | 0.45% | Reduce -0.7% | 12,087 | $954K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.1% | 11,938 | $942K |
| Argyle Capital Partners, LLC | 0.80% | Add +0.2% | 11,867 | $936K |
| RiverGlades Family Offices LLC | 0.67% | No change | 11,824 | $933K |
| Independent Financial Group, LLC | 0.03% | Add +19.3% | 11,792 | $930K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -30.9% | 11,709 | $924K |
| Red Door Wealth Management, LLC | 0.14% | New | 11,633 | $918K |
| WASHINGTON TRUST Co | 0.03% | Reduce -3.2% | 11,462 | $904K |
| American Century Companies Inc. | 0.00% | No change | 11,400 | $899K |
| United Advisor Group, LLC | 0.18% | New | 11,328 | $894K |
| Axis Wealth Partners, LLC | 0.66% | Add +174.9% | 11,316 | $893K |
| Scotia Capital Inc. | 0.00% | Reduce -73.0% | 11,193 | $883K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -56.4% | 11,066 | $873K |
| Callan Capital, LLC | 0.06% | Reduce -4.3% | 11,005 | $868K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -2.8% | 10,772 | $850K |
| Pinkerton Wealth, LLC | 0.11% | Reduce -90.3% | 10,747 | $848K |
| FMR LLC | 0.00% | Add +46.6% | 10,726 | $846K |
| Activest Wealth Management | 0.22% | No change | 10,560 | $833K |
| Betterment LLC | 0.00% | Add +8.1% | 10,558 | $833K |
| National Bank of Canada | 0.00% | Reduce -24.8% | 10,548 | $832K |
| Sigma Planning Corp | 0.03% | Reduce -44.8% | 10,087 | $796K |
| CTC Alternative Strategies, Ltd. | 0.96% | New | 10,000 | $789K |
| Financial Partners Group, LLC | 0.34% | Reduce -19.5% | 9,962 | $786K |
| Integrity Alliance, Llc. | 0.03% | Add +7.3% | 9,888 | $780K |
| Axxcess Wealth Management, LLC | 0.02% | Add +12.0% | 9,866 | $778K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.1% | 9,854 | $777K |
| OneAscent Financial Services LLC | 0.05% | Add +142.9% | 9,780 | $774K |
| Nvwm, LLC | 0.20% | Add +78.3% | 9,627 | $759K |
| Roberts Financial Services LLC | 0.15% | No change | 9,581 | $756K |
| Barden Capital Management, Inc. | 0.67% | Add +3.9% | 9,528 | $752K |
| American Financial Advisors, LLC | 0.11% | Reduce -2.1% | 9,419 | $743K |
| Insigneo Advisory Services, LLC | 0.08% | Reduce -35.6% | 9,415 | $743K |
| Sovereign Investment Advisors, LLC | 0.25% | Reduce -2.8% | 9,350 | $727K |
| Wealthspire Advisors, LLC | 0.00% | Add +100.0% | 9,202 | $726K |
| 5T Wealth, LLC | 0.41% | Reduce -0.8% | 9,201 | $726K |
| Single Point Partners, LLC | 0.17% | Reduce -6.5% | 9,124 | $720K |
| Cosner Financial Group, LLC | 0.44% | Reduce -0.4% | 9,110 | $719K |
| Old National Bancorp | 0.02% | Add +0.6% | 9,072 | $716K |
| Avior Wealth Management, LLC | 0.03% | Reduce -3.4% | 8,988 | $709K |
| Howland Capital Management LLC | 0.03% | No change | 8,949 | $706K |
| Bremer Bank National Association | 0.12% | Reduce -8.8% | 8,892 | $701K |
| Argonautica Private Wealth Management, Inc. | 0.24% | Reduce -7.6% | 8,856 | $699K |
| May Hill Capital, LLC | 0.26% | Reduce -18.0% | 8,699 | $686K |
| KFA Private Wealth Group, LLC | 0.24% | Add +95.5% | 8,689 | $685K |
| PFG Advisors | 0.04% | Add +9.6% | 8,637 | $681K |
| Leeward Financial Partners, LLC | 0.25% | Add +12.8% | 8,555 | $675K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -64.2% | 8,525 | $673K |
| Strategic Blueprint, LLC | 0.04% | Reduce -16.6% | 8,438 | $666K |
| MAI Capital Management | 0.01% | Reduce -2.4% | 8,435 | $665K |
| FWG Holdings, LLC | 0.33% | Add +38.1% | 8,406 | $664K |
| Venture Visionary Partners LLC | 0.03% | Reduce -0.6% | 8,407 | $663K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.1% | 8,402 | $663K |
| MKD Wealth Coaches, LLC | 0.74% | Reduce -0.0% | 8,301 | $655K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -15.7% | 8,237 | $650K |
| Birch Financial Group, LLC | 0.58% | Add +153.5% | 8,205 | $647K |
| Bessemer Group Inc. | 0.00% | Reduce -4.5% | 8,179 | $645K |
| Accredited Investors Inc. | 0.04% | No change | 8,150 | $643K |
| Global Trust Asset Management, LLC | 0.39% | Reduce -71.8% | 8,103 | $639K |
| Valtrion Capital Management, LLC | 0.86% | Reduce -20.5% | 8,094 | $639K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.1% | 8,026 | $633K |
| Fulcrum Equity Management | 0.68% | Reduce -12.7% | 7,897 | $623K |
| Bar Harbor Wealth Management | 0.04% | Add +1.5% | 7,859 | $620K |
| CV Advisors LLC | 0.22% | No change | 7,821 | $617K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +43.8% | 7,793 | $615K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | No change | 7,640 | $603K |
| Wick Capital Partners, LLC | 0.18% | Reduce -3.8% | 7,572 | $597K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Add +38.4% | 7,568 | $597K |
| Estate Counselors, LLC | 0.06% | Add +4.2% | 7,561 | $596K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -99.6% | 7,550 | $596K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -12.1% | 7,530 | $594K |
| Webster Bank, N. A. | 0.07% | Reduce -4.2% | 7,506 | $592K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -31.7% | 7,405 | $584K |
| Bridgewater Associates | 0.00% | No change | 7,334 | $579K |
| Sonata Capital Group Inc. | 0.25% | No change | 7,285 | $575K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.3% | 7,286 | $575K |
| DHK Financial Advisors, Inc. | 0.31% | Add +63.8% | 7,189 | $567K |
| Atlas Private Wealth Advisors | 0.08% | Reduce -1.9% | 7,175 | $566K |
| Guardian Wealth Advisors, LLC | 0.36% | Reduce -2.0% | 7,160 | $565K |
| Omega Financial Group, LLC | 0.22% | Add +2.5% | 7,144 | $564K |
| Wedbush Securities Inc. | 0.02% | Reduce -19.4% | 7,060 | $557K |
| Avory & Company, LLC | 0.37% | Reduce -26.4% | 7,046 | $556K |
| Ellenbecker Investment Group | 0.10% | Reduce -50.6% | 7,013 | $553K |
| Proathlete Wealth Management LLC | 0.20% | No change | 6,899 | $544K |
| Commerce Bank | 0.00% | Add +3.3% | 6,859 | $541K |
| Silver Oak Securities, Incorporated | 0.05% | Add +35.8% | 6,864 | $541K |
| Citizens & Northern Corp. | 0.15% | Reduce -3.1% | 6,837 | $539K |
| IHT Wealth Management, LLC | 0.02% | Reduce -35.5% | 6,804 | $537K |
| Haven Private, LLC | 0.30% | Add +20.0% | 6,778 | $535K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -45.2% | 6,737 | $531K |
| PKS Advisory Services, LLC | 0.14% | Reduce -8.9% | 6,701 | $529K |
| Rik Saylor Financial, Inc. | 0.46% | Add +0.0% | 6,667 | $526K |
| Oldfather Financial Services, LLC | 0.20% | Add +1.1% | 6,608 | $521K |
| Blue Oak Capital, LLC | 0.28% | New | 6,501 | $513K |
| Clear Investment Research, LLC | 0.68% | Reduce -0.2% | 6,483 | $512K |
| Proficio Capital Partners LLC | 0.04% | Add +49.5% | 6,465 | $510K |
| Centennial Wealth Advisory LLC | 0.19% | Reduce -3.9% | 6,461 | $510K |
| Brookstone Capital Management | 0.01% | Reduce -9.1% | 6,437 | $508K |
| Moneda S.A. Administradora General de Fondos | 0.54% | Add +42.0% | 6,364 | $502K |
| Capital Analysts, LLC | 0.02% | Add +108.1% | 6,347 | $501K |
| Tolleson Wealth Management, Inc. | 0.10% | Add +6.8% | 6,272 | $495K |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -1.2% | 6,203 | $489K |
| Rooted Wealth Advisors, Inc. | 0.21% | Add +12.1% | 6,367 | $489K |
| Midwest Professional Planners, LTD. | 0.15% | Add +18.0% | 6,105 | $482K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -95.7% | 6,096 | $481K |
| PFG Investments, LLC | 0.03% | Add +5.6% | 6,046 | $477K |
| Dorsey Wright & Associates | 0.12% | Reduce -14.9% | 6,034 | $476K |
| TruNorth Capital Management, LLC | 0.12% | Reduce -5.0% | 6,015 | $475K |
| Chapin Davis, Inc. | 0.16% | Add +41.5% | 5,998 | $473K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -3.7% | 5,998 | $473K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -0.4% | 5,988 | $472K |
| Stelac Advisory Services LLC | 0.19% | Add +58.5% | 5,967 | $470K |
| Private Trust Co. NA | 0.05% | Reduce -16.7% | 5,955 | $470K |
| Aua Capital Management, LLC | 0.31% | No change | 5,947 | $469K |
| Cohen Investment Advisors LLC | 0.27% | Reduce -0.7% | 5,917 | $467K |
| Madison Asset Management, LLC | 0.01% | No change | 5,900 | $465K |
| Dynamic Financial Group | 0.47% | No change | 5,886 | $464K |
| Olde Wealth Management, LLC | 0.16% | Reduce -1.4% | 5,888 | $464K |
| Everhart Financial Group, Inc. | 0.06% | Add +58.1% | 5,836 | $460K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,834 | $460K |
| Sax Wealth Advisors, LLC | 0.03% | Add +90.4% | 5,833 | $460K |
| Cresset Asset Management, LLC | 0.00% | Add +3.4% | 5,656 | $446K |
| Noesis Capital Mangement Corp. | 0.09% | No change | 5,655 | $446K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -22.3% | 5,640 | $445K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -48.8% | 5,782 | $444K |
| Annex Advisory Services, LLC | 0.01% | Reduce -1.1% | 5,606 | $442K |
| Rossmore Private Capital | 0.05% | Add +6.8% | 5,598 | $442K |
| AEGON USA Investment Management, LLC | 0.47% | No change | 5,575 | $440K |
| WMG Financial Advisors, LLC | 0.18% | Add +66.8% | 5,496 | $434K |
| Elevatus Welath Management | 0.25% | Reduce -92.8% | 5,487 | $433K |
| Pennington Partners & Co., LLC | 0.25% | Add +0.2% | 5,446 | $430K |
| Portside Wealth Group, LLC | 0.07% | Reduce -11.5% | 5,413 | $427K |
| Calton & Associates, Inc. | 0.10% | New | 5,376 | $424K |
| RPg Family Wealth Advisory, LLC | 0.12% | New | 5,374 | $424K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -0.3% | 5,364 | $423K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -66.1% | 5,335 | $421K |
| Colonial Trust Co / SC | 0.06% | Reduce -3.2% | 5,291 | $417K |
| McCarthy & Cox | 0.18% | Add +97.7% | 5,258 | $415K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.6% | 5,204 | $411K |
| Guardian Partners Inc. | 0.04% | Reduce -11.1% | 5,213 | $407K |
| Benjamin Edwards Inc. | 0.01% | Reduce -22.0% | 5,144 | $406K |
| Savvy Advisors, Inc. | 0.04% | New | 5,127 | $404K |
| McElhenny Sheffield Capital Management, LLC | 0.15% | Reduce -48.4% | 5,121 | $404K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +82.7% | 5,120 | $404K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +22.3% | 5,120 | $404K |
| Elk River Wealth Management LLC | 0.08% | Reduce -24.8% | 5,112 | $403K |
| Debussy Capital Management LP | 0.06% | Reduce -2.9% | 5,097 | $402K |
| 10Elms LLP | 0.47% | Add +6.6% | 5,085 | $401K |
| E&G Advisors, LLC | 0.11% | No change | 5,050 | $398K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 5,034 | $397K |
| Haverford Trust Co | 0.00% | No change | 5,023 | $396K |
| West Branch Capital LLC | 0.13% | No change | 4,978 | $393K |
| Wesbanco Bank Inc. | 0.01% | Add +0.0% | 4,964 | $392K |
| Westwood Holdings Group Inc. | 0.00% | Add +52.6% | 4,947 | $390K |
| O'ROURKE & COMPANY, Inc | 0.19% | Add +20.4% | 4,947 | $390K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,942 | $390K |
| BTG Pactual Asset Management US LLC | 0.05% | No change | 4,903 | $387K |
| Hillcrest Wealth Advisors - NY, LLC | 0.19% | Reduce -1.5% | 4,875 | $385K |
| New World Advisors LLC | 0.09% | Reduce -40.3% | 4,818 | $380K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 4,719 | $372K |
| Empower Advisory Group, LLC | 0.00% | Add +36.0% | 4,673 | $369K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,663 | $368K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,653 | $367K |
| Stewardship Advisors, LLC | 0.10% | Reduce -6.8% | 4,643 | $366K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +5.7% | 4,641 | $366K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 4,641 | $366K |
| Modera Wealth Management, LLC | 0.00% | Add +0.4% | 4,626 | $365K |
| Rinkey Investments | 0.11% | New | 4,580 | $361K |
| Washington Trust Bank | 0.04% | Add +6.4% | 4,562 | $360K |
| AMG National Trust Bank | 0.01% | Reduce -2.7% | 4,552 | $359K |
| Coston, McIsaac & Partners | 0.10% | Add +0.3% | 4,538 | $358K |
| GK Wealth Management LLC | 0.44% | Reduce -5.0% | 4,495 | $355K |
| Fortress Financial Solutions, LLC | 0.51% | Add +3.9% | 4,493 | $354K |
| Saiph Capital, LLC | 0.17% | Add +19.2% | 4,420 | $349K |
| Aspiriant, LLC | 0.01% | Reduce -7.0% | 4,388 | $346K |
| Spire Wealth Management | 0.01% | Reduce -1.4% | 4,380 | $346K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -44.9% | 4,299 | $340K |
| Lockerman Financial Group, Inc. | 0.51% | Add +9.6% | 4,293 | $339K |
| Regions Financial Corp. | 0.00% | Add +39.5% | 4,282 | $338K |
| Intrust Bank NA | 0.03% | No change | 4,273 | $337K |
| Berkeley Capital Partners, LLC | 0.09% | Reduce -4.8% | 4,266 | $337K |
| White Lighthouse Investment Management Inc. | 0.06% | Add +4.4% | 4,251 | $335K |
| Alaska Permanent Fund Corp | 0.00% | No change | 4,264 | $335K |
| Brookwood Investment Group LLC | 0.06% | — | 4,189 | $330K |
| First Foundation Advisors | 0.01% | No change | 4,179 | $330K |
| Red Wave Investments LLC | 0.12% | Reduce -4.6% | 4,155 | $328K |
| MMBG Investment Advisors Co. | 0.04% | No change | 4,125 | $325K |
| Walker Asset Management, LLC | 0.20% | Reduce -0.9% | 4,122 | $325K |
| Eq LLC | 0.15% | Reduce -94.1% | 4,092 | $323K |
| New Wave Wealth Advisors LLC | 0.14% | Add +1496.9% | 4,088 | $323K |
| Claro Advisors Inc. | 0.04% | New | 4,082 | $322K |
| Quest 10 Wealth Builders, Inc. | 0.34% | Reduce -32.4% | 4,035 | $318K |
| Golden State Wealth Management, LLC | 0.05% | Add +8.1% | 4,005 | $316K |
| Composition Wealth, LLC | 0.01% | Reduce -47.5% | 3,998 | $315K |
| Barrett & Company, Inc. | 0.14% | Reduce -6.7% | 3,980 | $314K |
| White Pine Capital LLC | 0.11% | Reduce -2.2% | 3,975 | $314K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.5% | 3,948 | $311K |
| Legacy Financial Strategies, LLC | 0.07% | Reduce -0.9% | 3,942 | $311K |
| Yeomans Consulting Group, Inc. | 0.12% | Reduce -8.7% | 3,906 | $308K |
| HUB Investment Partners, LLC | 0.01% | No change | 3,868 | $305K |
| Cooper Financial Group | 0.04% | Add +21.1% | 3,856 | $304K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 3,826 | $302K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -3.9% | 3,823 | $302K |
| Chesapeake Wealth Management | 0.11% | No change | 3,805 | $300K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 3,769 | $297K |
| Dohj, LLC | 0.07% | Reduce -46.5% | 3,752 | $296K |
| SkyOak Wealth, LLC | 0.06% | No change | 3,740 | $295K |
| LJI Wealth Management, LLC | 0.06% | Reduce -3.6% | 3,719 | $293K |
| Efficient Advisors, LLC | 0.02% | Reduce -29.0% | 3,702 | $292K |
| RTD Financial Advisors, Inc. | 0.04% | Add +0.9% | 3,701 | $292K |
| Tassel Capital Management, Inc. | 0.25% | Add +1.3% | 3,695 | $292K |
| Caldwell Trust Co | 0.03% | Add +4.3% | 3,690 | $291K |
| Regal Investment Advisors LLC | 0.02% | Reduce -14.7% | 3,675 | $290K |
| NWF Advisory Services Inc. | 0.04% | Reduce -4.6% | 3,650 | $288K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,610 | $285K |
| Eldridge Investment Advisors, Inc. | 0.07% | Reduce -8.9% | 3,591 | $283K |
| ProVise Management Group, LLC | 0.02% | Reduce -2.8% | 3,585 | $283K |
| Kovack Advisors, Inc. | 0.03% | Add +7.1% | 3,556 | $281K |
| Sabal Trust CO | 0.02% | No change | 3,531 | $279K |
| Madison Wealth Partners, Inc | 0.07% | Reduce -1.3% | 3,520 | $278K |
| McGinn Penninger Investment Management, Inc. | 0.18% | New | 3,517 | $277K |
| GFS Advisors, LLC | 0.06% | No change | 3,507 | $277K |
| Diversified Enterprises, LLC | 0.02% | Add +4.3% | 3,475 | $274K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -2.3% | 3,469 | $274K |
| Mainstay Capital Management LLC | 0.04% | No change | 3,461 | $273K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,450 | $272K |
| Brighton Jones LLC | 0.01% | Reduce -2.2% | 3,437 | $271K |
| Cladis Investment Advisory, LLC | 0.19% | New | 3,400 | $268K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -23.6% | 3,400 | $268K |
| DAVENPORT & Co LLC | 0.00% | New | 3,376 | $266K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +17.2% | 3,374 | $266K |
| Bricktown Capital, LLC | 0.05% | No change | 3,349 | $264K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.9% | 3,343 | $264K |
| Beacon Financial Group | 0.03% | Reduce -40.8% | 3,328 | $263K |
| RAM Investment Partners, LLC | 0.06% | Add +1.9% | 3,322 | $262K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -34.0% | 3,304 | $261K |
| Fortis Group Advisors, LLC | 0.05% | Reduce -97.0% | 3,297 | $260K |
| Modern Wealth Management, LLC | 0.01% | Reduce -37.3% | 3,293 | $260K |
| Harvest Investment Services, LLC | 0.07% | New | 3,266 | $258K |
| Cypress Capital Group | 0.03% | Add +1.6% | 3,250 | $256K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,247 | $256K |
| SWP Financial LLC | 0.16% | Reduce -24.6% | 3,228 | $255K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -0.3% | 3,225 | $254K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +662.2% | 3,224 | $254K |
| Madden Advisory Services, Inc. | 0.12% | Add +14.7% | 3,210 | $253K |
| IFG Advisory, LLC | 0.01% | New | 3,183 | $251K |
| NewEdge Wealth, LLC | 0.00% | Reduce -23.9% | 3,180 | $251K |
| Financial Management Professionals, Inc. | 0.03% | Add +3.0% | 3,157 | $249K |
| West Wealth Group, LLC | 0.07% | Add +4.3% | 3,151 | $248K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | New | 3,137 | $247K |
| City Center Advisors, LLC | 0.29% | Add +11.9% | 3,129 | $247K |
| Financial Strategies Group, Inc. | 0.06% | No change | 3,176 | $246K |
| Titleist Asset Management, LLC | 0.03% | Reduce -20.3% | 3,091 | $244K |
| Factor Wealth Management LTD | 0.07% | New | 3,088 | $244K |
| Pathstone Holdings, LLC | 0.00% | Reduce -30.1% | 3,084 | $243K |
| Worth Financial Advisory Group, LLC | 0.15% | Add +2.2% | 3,080 | $243K |
| Black Diamond Financial, LLC | 0.04% | No change | 3,076 | $243K |
| Heritage Wealth Partners, LLC | 0.37% | New | 3,067 | $242K |
| South Plains Financial, Inc. | 0.19% | No change | 3,065 | $242K |
| IPG Investment Advisors LLC | 0.05% | Reduce -0.5% | 3,038 | $240K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,030 | $239K |
| Signaturefd, LLC | 0.00% | Add +0.3% | 3,007 | $237K |
| Peoples Bank | 0.16% | No change | 3,000 | $237K |
| RDA Financial Network | 0.07% | No change | 2,988 | $236K |
| MBL Wealth, LLC | 0.02% | Add +1.7% | 2,975 | $235K |
| Diversified Trust Co. | 0.01% | No change | 2,971 | $234K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | New | 2,968 | $234K |
| Apex Wealth Management, LLC | 0.21% | Reduce -3.2% | 2,953 | $233K |
| Capital Investment Counsel, Inc | 0.03% | Add +48.4% | 2,912 | $230K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,884 | $228K |
| Principle Wealth Partners LLC | 0.02% | Add +4.4% | 2,880 | $227K |
| Rathbones Group PLC | 0.00% | Add +3.6% | 2,875 | $227K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -6.1% | 2,860 | $226K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -0.7% | 2,855 | $225K |
| Ameriflex Group, Inc. | 0.09% | Reduce -9.5% | 2,834 | $224K |
| Novus Advisors, LLC | 0.23% | Reduce -0.7% | 2,829 | $223K |
| Savant Capital, LLC | 0.00% | Reduce -18.1% | 2,829 | $223K |
| Dahring | Cusmano LLC | 0.19% | Reduce -3.4% | 2,807 | $221K |
| Garrison Point Advisors, LLC | 0.11% | Add +7.7% | 2,794 | $220K |
| Compass Ion Advisors, LLC | 0.03% | New | 2,769 | $218K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -17.3% | 2,755 | $217K |
| Independent Wealth Network Inc. | 0.09% | Reduce -0.7% | 2,749 | $217K |
| PMG Wealth Management, Inc. | 0.23% | No change | 2,750 | $216K |
| Fisher Asset Management | 0.00% | Add +2.7% | 2,734 | $216K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 2,720 | $215K |
| Dumont & Blake Investment Advisors LLC | 0.06% | No change | 2,712 | $214K |
| Trust Point Inc. | 0.02% | No change | 2,697 | $213K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -3.9% | 2,691 | $212K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 2,683 | $212K |
| Strait & Sound Wealth Management LLC | 0.10% | No change | 2,668 | $210K |
| Sincerus Advisory, LLC | 0.22% | Add +0.6% | 2,663 | $210K |
| Vantage Financial Partners, LLC | 0.05% | Reduce -4.6% | 2,652 | $209K |
| WealthShield Partners, LLC | 0.03% | Add +0.7% | 2,649 | $209K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,642 | $208K |
| UMB Bank, n.a. | 0.00% | Reduce -17.2% | 2,641 | $208K |
| Compass Capital Corp. /Ma/ | 0.11% | No change | 2,693 | $208K |
| Blalock Williams, LLC | 0.23% | Reduce -3.6% | 2,617 | $206K |
| CX Institutional | 0.01% | New | 2,567 | $203K |
| Cornerstone Advisors Asset Management, LLC | 0.04% | New | 2,565 | $202K |
| Insight Advisors, LLC/ PA | 0.04% | New | 2,558 | $202K |
| Enterprise Bank & Trust Co | 0.08% | Reduce -30.6% | 2,550 | $201K |
| Summit Wealth Group, LLC | 0.06% | No change | 2,554 | $201K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | New | 2,539 | $200K |
| HM Payson & Co. | 0.00% | Reduce -4.1% | 2,350 | $185K |
| Harbour Investments, Inc. | 0.01% | Reduce -66.8% | 2,343 | $185K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.9% | 2,273 | $179K |
| Rothschild Investment LLC | 0.01% | No change | 2,237 | $176K |
| Hexagon Capital Partners LLC | 0.03% | Add +0.1% | 2,176 | $172K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -16.1% | 2,162 | $171K |
| Boyd Watterson Asset Management LLC | 0.06% | Add +13.3% | 2,158 | $170K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 2,100 | $166K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -47.6% | 2,055 | $162K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,011 | $159K |
| Ameliora Wealth Management Ltd. | 0.06% | No change | 2,000 | $158K |
| EPG Wealth Management LLC | 0.04% | No change | 1,838 | $145K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,275 | $139K |
| Optimum Investment Advisors | 0.07% | Add +2.5% | 1,750 | $138K |
| Concord Wealth Partners | 0.02% | Add +0.9% | 1,743 | $138K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -68.8% | 1,701 | $135K |
| Register Financial Advisors LLC | 0.07% | Add +0.5% | 1,710 | $135K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,660 | $131K |
| Union Savings Bank | 0.06% | Reduce -5.4% | 1,642 | $130K |
| Darwin Wealth Management, LLC | 0.04% | No change | 1,624 | $128K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | Add +115.4% | 1,577 | $124K |
| Bellwether Advisors, LLC | 0.03% | Add +18.0% | 1,568 | $124K |
| Allworth Financial LP | 0.00% | Reduce -50.5% | 1,513 | $119K |
| Phillips Financial Management, LLC | 0.01% | Reduce -17.8% | 1,486 | $117K |
| 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% | No change | 1,462 | $115K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,433 | $113K |
| YANKCOM Partnership | 0.06% | No change | 1,386 | $109K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.1% | 1,385 | $109K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,379 | $109K |
| Arax Advisory Partners | 0.01% | Add +12.7% | 1,373 | $108K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,365 | $108K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 1,130 | $89K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,100 | $87K |
| Amundi | 0.00% | Reduce -8.3% | 1,100 | $86K |
| CKW Financial Group | 0.01% | No change | 1,040 | $82K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 978 | $77K |
| Caldwell Sutter Capital, Inc. | 0.04% | Reduce -5.6% | 978 | $77K |
| Grove Bank & Trust | 0.01% | Reduce -12.4% | 964 | $76K |
| Sound Income Strategies, LLC | 0.00% | Reduce -32.7% | 930 | $73K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -19.3% | 918 | $72K |
| Private Wealth Asset Management, LLC | 0.01% | — | 902 | $71K |
| Rossby Financial, LCC | 0.03% | Reduce -94.7% | 889 | $70K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 869 | $69K |
| Community Bank, N.A. | 0.01% | Reduce -11.4% | 847 | $67K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 834 | $66K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.5% | 764 | $60K |
| Hollencrest Capital Management | 0.00% | Add +0.9% | 758 | $60K |
| Avion Wealth | 0.02% | No change | 755 | $59K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.8% | 714 | $56K |
| Bank of New Hampshire | 0.01% | Add +17.3% | 711 | $56K |
| McIlrath & Eck, LLC | 0.01% | No change | 694 | $55K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 648 | $51K |
| Realta Investment Advisors | 0.02% | Reduce -9.7% | 632 | $50K |
| Tidemark, LLC | 0.02% | New | 629 | $50K |
| Lindbrook Capital, LLC | 0.00% | No change | 600 | $47K |
| Raffa Wealth Management, LLC | 0.01% | No change | 574 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.3% | 533 | $42K |
| Eastern Bank | 0.00% | Add +64.0% | 533 | $42K |
| Tucker Asset Management LLC | 0.01% | Reduce -11.1% | 528 | $42K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 527 | $41K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -6.7% | 518 | $41K |
| Luminist Capital LLC | 0.04% | Reduce -22.1% | 511 | $40K |
| Creative Financial Designs Inc. | 0.00% | Add +59.9% | 494 | $39K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -30.4% | 478 | $38K |
| Anfield Capital Management, LLC | 0.01% | No change | 465 | $37K |
| AlphaCore Capital LLC | 0.00% | New | 434 | $34K |
| Wayfinding Financial, LLC | 0.01% | New | 431 | $34K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -9.5% | 430 | $34K |
| Asset Dedication, LLC | 0.00% | No change | 405 | $32K |
| North Capital, Inc. | 0.03% | — | 400 | $32K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 377 | $30K |
| SYM FINANCIAL Corp | 0.00% | Reduce -17.7% | 371 | $29K |
| Aspect Partners, LLC | 0.02% | Reduce -4.1% | 347 | $27K |
| West Paces Advisors Inc. | 0.01% | Add +4.5% | 345 | $27K |
| Investors Research Corp | 0.01% | No change | 339 | $27K |
| Smartleaf Asset Management LLC | 0.00% | No change | 339 | $27K |
| Key Financial Inc | 0.01% | No change | 334 | $26K |
| Cornerstone Planning Group LLC | 0.01% | New | 307 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $24K |
| Walleye Capital LLC | 0.00% | Reduce -99.9% | 293 | $23K |
| Consultiva Wealth Management, Corp. | 0.08% | No change | 287 | $23K |
| Larson Financial Group LLC | 0.00% | Reduce -31.6% | 268 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -10.7% | 250 | $20K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.3% | 240 | $19K |
| LFA - Lugano Financial Advisors SA | 0.01% | Reduce -78.5% | 239 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | New | 237 | $19K |
| Keystone Global Partners, LLC | 0.01% | — | 234 | $18K |
| Winch Advisory Services, LLC | 0.00% | Add +1.0% | 211 | $17K |
| Joseph Group Capital Management | 0.01% | New | 205 | $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 |
| Ascentis Wealth Management, LLC | 0.00% | Add +216.1% | 177 | $14K |
| Powell Investment Advisors, LLC | 0.01% | Add +1.1% | 177 | $14K |
| Princeton Global Asset Management LLC | 0.00% | No change | 175 | $14K |
| Fairscale Capital, LLC | 0.01% | No change | 166 | $13K |
| Archer Investment Corp | 0.00% | No change | 160 | $13K |
| St Germain D J Co. Inc. | 0.00% | Add +155.7% | 156 | $12K |
| Noble Wealth Management PBC | 0.01% | No change | 150 | $12K |
| Armor Investment Advisors, LLC | 0.00% | No change | 148 | $12K |
| WestEnd Advisors, LLC | 0.00% | Reduce -39.5% | 141 | $11K |
| Pacifica Partners Inc. | 0.01% | No change | 141 | $11K |
| Truvestments Capital LLC | 0.00% | New | 130 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 125 | $10K |
| IAG Wealth Partners, LLC | 0.00% | No change | 113 | $9K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 111 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 107 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 102 | $8K |
| Symetra Investment Management Co | 0.00% | No change | 100 | $8K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 100 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $8K |
| Barings LLC | 0.00% | No change | 100 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -58.0% | 99 | $8K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +23.1% | 96 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -87.1% | 96 | $8K |
| Millstone Evans Group, LLC | 0.01% | No change | 95 | $7K |
| Bangor Savings Bank | 0.00% | Reduce -58.0% | 95 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 93 | $7K |
| Garrison Bradford & Associates Inc. | 0.01% | New | 92 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 91 | $7K |
| Rakuten Securities, Inc. | 0.00% | Reduce -30.5% | 89 | $7K |
| Bristlecone Advisors, LLC | 0.00% | New | 84 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 80 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 79 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 70 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 65 | $5K |
| First Pacific Financial | 0.00% | New | 65 | $5K |
| NorthRock Partners, LLC | 0.00% | Reduce -30.9% | 65 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 62 | $5K |
| Promus Capital, LLC | 0.00% | No change | 59 | $5K |
| Matrix Private Capital Group LLC | 0.00% | No change | 58 | $5K |
| Citizens National Bank Trust Department | 0.00% | New | 50 | $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 |
| Tsfg, LLC | 0.00% | No change | 34 | $3K |
| Horizon Investments, LLC | 0.00% | Add +11.8% | 38 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 36 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Sofi Wealth, LLC | 0.00% | Reduce -100.0% | 33 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -17.5% | 33 | $3K |
| Tompkins Financial Corp. | 0.00% | Reduce -56.3% | 31 | $2K |
| Beacon Capital Management, LLC | 0.00% | Add +3.3% | 31 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $2K |
| USA Financial Formulas | 0.00% | Reduce -100.0% | 30 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 26 | $2K |
| Bokf, NA | 0.00% | No change | 25 | $2K |
| Graney & King, LLC | 0.00% | No change | 22 | $2K |
| Transce3nd, LLC | 0.00% | Reduce -84.4% | 20 | $2K |
| SJS Investment Consulting Inc. | 0.00% | New | 20 | $2K |
| Horizons Wealth Management | 0.00% | No change | 13 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 10 | $812 |
| PayPay Securities Corp | 0.04% | Reduce -27.3% | 8 | $692 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $270 |
| Trust Co. of Vermont | 0.00% | New | 1 | $79 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $79 |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $79 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $53 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $46 |
| Covestor Ltd | 0.00% | No change | 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.