Ishr Ibx Usd Hiyld CB ETF-UiHYGETF
13F holders, Q2 2025 (June 30)925holders −5
96new positions
101sold out
6famous investors
$77.23avg. 13F price*
At the end of Q2 2025, 925 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings, down 5 from Q1 2025. 96 opened new positions and 101 sold out. The largest holders were BlackRock, Inc. ($1.8B), Morgan Stanley ($1.5B) and Clark Capital Management Group, Inc. ($1.4B). 6 famous investors held it, including Paul Singer (2.5% of Elliott Investment Management's portfolio), Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Ishr Ibx Usd Hiyld CB ETF-Ui
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 464288513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $1.4B |
| Exits | 101 | $562.3M |
All 13F filers, Q1 2025 → Q2 2025: 77,063,068 shares bought and 51,261,582 shares sold, net +25,801,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 925 holders
| BlackRock, Inc. | 0.04% | Add +9.0% | 22,722,298 | $1.8B |
| Morgan Stanley | 0.10% | Reduce -14.1% | 18,712,270 | $1.5B |
| Clark Capital Management Group, Inc. | 9.59% | Reduce -29.1% | 17,143,000 | $1.4B |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5.88% | Add +96.5% | 12,528,218 | $1.0B |
| Bank of America Corp. | 0.08% | Add +2.5% | 12,165,985 | $981.2M |
| Japan Science & Technology Agency | 13.30% | No change | 10,390,626 | $838.0M |
| JPMorgan Chase & Co. | 0.06% | Add +255.8% | 10,234,868 | $825.4M |
| BNP Paribas Financial Markets | 0.64% | Add +111.8% | 10,055,472 | $811.0M |
| Royal Bank of Canada | 0.10% | Add +33.2% | 6,367,590 | $513.5M |
| Citigroup Inc. | 0.34% | Add +48.3% | 6,041,762 | $487.3M |
| Assetmark, Inc. | 1.15% | Reduce -18.0% | 6,021,830 | $485.7M |
| APG Asset Management US Inc. | 3.24% | Add +15.4% | 5,408,500 | $433.6M |
| Nuveen, LLC | 0.12% | Add +16.3% | 5,232,883 | $421.8M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -8.9% | 4,897,743 | $394.1M |
| BNP Paribas | 11.87% | Add +296.1% | 4,535,242 | $365.8M |
| Wells Fargo & Company | 0.08% | Reduce -37.3% | 4,458,191 | $359.6M |
| TD Asset Management Inc | 0.28% | Add +759.9% | 4,020,980 | $324.3M |
| Elliott Investment Management | 2.54% | New | 3,800,000 | $306.5M |
| Ontario Teachers Pension Plan Board | 6.33% | New | 3,700,000 | $298.4M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -71.3% | 3,400,484 | $274.2M |
| Counterpoint Mutual Funds LLC | 23.83% | Add +642.7% | 3,338,845 | $269.3M |
| Liberty Mutual Group Asset Management Inc. | 51.54% | New | 2,943,489 | $237.4M |
| State of Tennessee, Department of Treasury | 0.79% | Reduce -8.6% | 2,755,245 | $222.2M |
| Osaic Holdings, Inc. | 0.37% | Add +467.5% | 2,650,202 | $209.8M |
| UBS Group AG | 0.04% | Reduce -42.9% | 2,591,313 | $209.0M |
| Ocean Park Asset Management, LLC | 6.56% | No change | 2,344,589 | $185.0M |
| Jane Street Group, LLC | 0.30% | Reduce -64.5% | 2,279,435 | $183.8M |
| Man Group plc | 0.38% | Add +28.8% | 2,159,321 | $174.1M |
| LPL Financial LLC | 0.06% | Add +10.7% | 2,150,985 | $173.5M |
| Stifel Financial Corp. | 0.17% | Reduce -0.4% | 2,138,305 | $172.5M |
| Endurance Services Ltd | 27.79% | No change | 1,979,000 | $159.6M |
| Balyasny Asset Management L.P. | 0.36% | New | 1,948,668 | $157.2M |
| Mackenzie Financial Corp. | 0.18% | Reduce -12.0% | 1,750,220 | $141.2M |
| Barclays PLC | 0.05% | Reduce -49.6% | 1,542,161 | $124.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -16.1% | 1,536,085 | $123.8M |
| Brevan Howard Capital Management LP | 1.30% | Add +2863.0% | 1,455,000 | $117.3M |
| Nan Shan Life Insurance Co., Ltd. | 2.30% | No change | 1,284,652 | $103.6M |
| BlueCrest Capital Management Ltd | 14.40% | Add +1867.3% | 1,274,800 | $102.8M |
| iA Global Asset Management Inc. | 1.33% | Reduce -0.4% | 1,099,890 | $88.7M |
| Verition Fund Management LLC | 0.48% | Add +793.4% | 993,486 | $80.1M |
| Readystate Asset Management LP | 5.87% | Reduce -1.8% | 967,815 | $78.1M |
| Renaissance Technologies | 0.10% | Add +343.4% | 920,000 | $74.2M |
| Neuberger Berman Group LLC | 0.06% | Add +128.3% | 909,663 | $73.4M |
| US Bancorp \de | 0.09% | Reduce -1.5% | 885,962 | $71.5M |
| Cetera Investment Advisers | 0.11% | Reduce -6.7% | 842,862 | $68.0M |
| Allianz Asset Management GmbH | 0.09% | Add +67.7% | 825,540 | $66.6M |
| Prudential Financial Inc. | 0.08% | Reduce -15.3% | 810,902 | $65.4M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -7.5% | 784,325 | $63.3M |
| Pictet Asset Management Holding SA | 0.06% | New | 754,800 | $60.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -18.7% | 740,064 | $59.7M |
| HSBC Holdings PLC | 0.04% | Reduce -82.5% | 674,955 | $54.4M |
| National Philanthropic Trust | 0.73% | Add +2.7% | 674,045 | $54.4M |
| Millennium Management | 0.05% | Reduce -20.6% | 662,900 | $53.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.86% | Reduce -0.1% | 651,552 | $52.5M |
| CI Investments Inc. | 0.19% | Reduce -17.3% | 611,189 | $49.3M |
| MML Investors Services, LLC | 0.12% | Reduce -4.6% | 530,369 | $42.8M |
| Bank of Montreal | 0.02% | Add +11.3% | 529,921 | $42.7M |
| Toews Corp. | 5.97% | New | 508,300 | $41.0M |
| Aristotle Pacific Capital, LLC | 19.52% | Reduce -12.6% | 504,698 | $40.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.12% | Reduce -11.1% | 497,590 | $40.1M |
| Quadrature Capital Ltd | 0.68% | New | 489,749 | $39.5M |
| Tudor Investment Corporation | 0.30% | Add +1124.5% | 484,800 | $39.1M |
| Bank of Nova Scotia | 0.08% | Add +2771.1% | 460,380 | $37.1M |
| Pure Financial Advisors, LLC | 0.63% | Add +2.6% | 442,791 | $35.7M |
| SG Americas Securities, LLC | 0.16% | Add +1615.2% | 430,874 | $34.8M |
| 1832 Asset Management L.P. | 0.06% | Reduce -41.7% | 406,840 | $32.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | Reduce -71.6% | 404,818 | $32.6M |
| Macquarie Group Ltd. | 0.04% | Reduce -0.6% | 391,857 | $31.6M |
| Edgestream Partners, L.P. | 0.85% | Add +152.7% | 379,697 | $30.6M |
| CBIZ Investment Advisory Services, LLC | 1.29% | Add +5.3% | 362,220 | $29.2M |
| Howard Capital Management, LLC | 0.42% | Add +1.1% | 351,395 | $28.3M |
| Viewpoint Investment Partners Corp. | 15.29% | Reduce -18.5% | 346,600 | $28.0M |
| Hikari Tsushin, Inc. | 1.95% | No change | 343,165 | $27.7M |
| Centiva Capital, LP | 1.82% | Reduce -70.5% | 340,000 | $27.4M |
| Optiver Holding B.V. | 0.74% | New | 337,865 | $27.2M |
| Truist Financial Corp. | 0.04% | Add +23.8% | 337,466 | $27.2M |
| Allstate Corp. | 1.94% | Reduce -36.7% | 333,845 | $26.9M |
| Mariner Investment Group LLC | 9.80% | Add +106.6% | 332,600 | $26.8M |
| Towercrest Capital Management | 4.78% | Reduce -1.6% | 332,071 | $26.8M |
| Stairway Partners, LLC | 1.42% | Reduce -0.2% | 311,088 | $25.1M |
| Allianz Investment Management U.S. LLC | 1.05% | No change | 300,000 | $24.2M |
| Strong Tower Advisory Services | 4.76% | Add +5.1% | 299,252 | $24.1M |
| Williams Jones Wealth Management, LLC. | 0.28% | Add +2.2% | 286,500 | $23.1M |
| Focus Partners Wealth | 0.05% | Reduce -0.8% | 278,264 | $22.4M |
| Prudential PLC | 0.13% | Reduce -11.6% | 272,475 | $22.0M |
| Kwmg, LLC | 2.04% | Add +1.9% | 269,771 | $21.8M |
| Bluefin Capital Management, LLC | 17.24% | Add +1036.0% | 269,262 | $21.7M |
| Principal Securities, Inc. | 0.40% | Add +33.5% | 261,156 | $21.1M |
| Trust Co | 2.34% | Add +0.4% | 257,115 | $20.7M |
| One William Street Capital Management, L.P. | 61.68% | New | 250,000 | $20.2M |
| Susquehanna International Group, LLP | 0.03% | Reduce -81.0% | 249,717 | $20.1M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -2.7% | 249,274 | $20.1M |
| Capstone Investment Advisors, LLC | 0.21% | Add +124.3% | 249,201 | $20.1M |
| III Capital Management | 4.03% | Reduce -81.3% | 249,000 | $20.1M |
| Twele Capital Management, Inc. | 3.90% | Reduce -0.5% | 243,867 | $19.7M |
| Potomac Fund Management Inc. | 1.10% | New | 238,380 | $19.2M |
| Deseret Mutual Benefit Administrators | 8.77% | Add +1.5% | 232,070 | $18.7M |
| Boothbay Fund Management, LLC | 0.59% | New | 230,000 | $18.5M |
| Fifth Third Bancorp | 0.06% | Reduce -8.1% | 224,180 | $18.1M |
| Private Advisor Group, LLC | 0.10% | Add +9.9% | 223,022 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +0.0% | 219,297 | $17.7M |
| Squarepoint Ops LLC | 0.04% | Add +881.3% | 218,305 | $17.6M |
| Occidental Asset Management, LLC | 2.32% | Reduce -1.4% | 208,607 | $16.8M |
| Deutsche Bank AG | 0.01% | Add +3.1% | 207,658 | $16.7M |
| Crabel Capital Management, LLC | 10.14% | Add +222.3% | 205,222 | $16.6M |
| Prudent Man Advisors, LLC | 5.21% | Add +0.2% | 203,017 | $16.4M |
| BlueSky Wealth Advisors, LLC | 2.34% | Reduce -0.7% | 199,689 | $16.1M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -26.1% | 196,988 | $15.9M |
| Alliancebernstein L.P. | 0.01% | New | 196,770 | $15.9M |
| Alliance Wealth Management Group | 4.03% | Reduce -4.0% | 196,279 | $15.8M |
| Voya Financial Advisors, Inc. | 1.57% | Reduce -4.0% | 193,386 | $15.5M |
| Comerica Bank | 0.06% | Add +87.1% | 191,353 | $15.4M |
| Amarillo National Bank | 2.85% | Add +6.5% | 190,207 | $15.3M |
| Hudson Bay Capital Management LP | 0.11% | No change | 190,000 | $15.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.14% | Reduce -34.3% | 187,830 | $15.1M |
| CTC LLC | 0.94% | New | 183,202 | $14.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -0.6% | 177,020 | $14.3M |
| Flow Traders U.S. LLC | 0.53% | Add +37.8% | 176,329 | $14.2M |
| Checchi Capital Advisers, LLC | 0.98% | Reduce -10.4% | 174,965 | $14.1M |
| Farmers & Merchants Investments Inc. | 0.41% | Add +0.8% | 173,010 | $14.0M |
| Jefferies Financial Group Inc. | 0.24% | Add +2162.3% | 170,800 | $13.8M |
| Tidal Investments LLC | 0.09% | New | 166,964 | $13.4M |
| Csenge Advisory Group | 0.70% | Add +212.3% | 168,345 | $13.4M |
| Probity Advisors, Inc. | 2.35% | Reduce -1.1% | 165,981 | $13.4M |
| Financial Advisors Network, Inc. | 2.00% | Reduce -4.5% | 164,599 | $13.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -12.9% | 161,462 | $13.0M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -2.2% | 161,027 | $13.0M |
| Global Wealth Management Investment Advisory, Inc. | 2.44% | Add +1.7% | 160,937 | $13.0M |
| Parallel Advisors, LLC | 0.26% | Add +0.4% | 158,674 | $12.8M |
| GTS Securities LLC | 0.54% | Reduce -4.3% | 151,082 | $12.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.20% | Reduce -14.7% | 149,699 | $12.1M |
| Proficio Capital Partners LLC | 0.75% | Add +178388.7% | 11,539,295 | $12.0M |
| Prelude Capital Management, LLC | 1.15% | Add +922.4% | 145,824 | $11.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.8% | 141,910 | $11.4M |
| Trivium Point Advisory, LLC | 1.24% | Reduce -8.7% | 141,804 | $11.4M |
| Bank of New York Mellon Corp | 0.00% | Add +33.1% | 140,134 | $11.3M |
| Cullen/Frost Bankers, Inc. | 0.14% | Reduce -1.7% | 139,030 | $11.2M |
| NorthCoast Asset Management LLC | 0.05% | Add +88.2% | 134,792 | $10.9M |
| RFG Advisory, LLC | 0.25% | Reduce -20.2% | 132,246 | $10.7M |
| Alley Investment Management Company, LLC | 1.29% | Reduce -4.3% | 132,055 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -15.4% | 130,892 | $10.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -19.1% | 125,796 | $10.1M |
| Meteora Capital, LLC | 1.94% | New | 125,000 | $10.1M |
| Mutual Advisors, LLC | 0.25% | Add +5.2% | 123,119 | $9.9M |
| Corient Private Wealth LP | 0.01% | Add +11.7% | 119,953 | $9.7M |
| Cwm, LLC | 0.03% | Add +10.5% | 119,533 | $9.6M |
| Northern Trust Corp. | 0.00% | Reduce -29.1% | 118,448 | $9.6M |
| Hilltop Holdings Inc. | 0.60% | Add +10.9% | 116,073 | $9.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -19.1% | 114,174 | $9.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +20.8% | 113,672 | $9.2M |
| J.Safra Asset Management Corp | 0.62% | Add +5.1% | 110,764 | $8.9M |
| EHP Funds Inc. | 10.18% | New | 110,000 | $8.9M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +20.7% | 108,906 | $8.8M |
| Toronto Dominion Bank | 0.02% | Reduce -0.1% | 108,500 | $8.8M |
| USA Financial Formulas | 1.44% | Add +348846.7% | 104,684 | $8.4M |
| Wealthstar Advisors, LLC | 3.16% | Reduce -5.6% | 104,012 | $8.4M |
| Baird Financial Group, Inc. | 0.01% | Add +23.1% | 103,036 | $8.3M |
| Schroder Investment Management Group | 0.01% | Add +13.1% | 103,298 | $8.3M |
| Ripple Effect Asset Management LP | 4.60% | Reduce -27.5% | 100,000 | $8.1M |
| Pinkerton Wealth, LLC | 0.96% | Add +824.4% | 99,340 | $8.0M |
| Country Trust Bank | 0.18% | No change | 98,500 | $7.9M |
| Tudor Financial Inc. | 4.48% | Add +0.7% | 98,019 | $7.9M |
| Trajan Wealth LLC | 0.38% | Reduce -2.7% | 97,041 | $7.8M |
| Buska Wealth Management, LLC | 2.13% | Add +28.8% | 96,856 | $7.8M |
| Cerity Partners LLC | 0.01% | Reduce -13.9% | 96,673 | $7.8M |
| My Legacy Advisors, LLC | 2.73% | Add +5.4% | 95,631 | $7.7M |
| Valmark Advisers, Inc. | 0.11% | Add +14.3% | 93,663 | $7.6M |
| Franklin Resources Inc. | 0.00% | Add +327.8% | 91,480 | $7.4M |
| Rebalance, LLC | 0.50% | Reduce -0.3% | 91,259 | $7.4M |
| Parallax Volatility Advisers, L.P. | 0.35% | New | 88,401 | $7.1M |
| Boltwood Capital Management | 2.01% | Add +29.9% | 87,584 | $7.1M |
| Fullcircle Wealth LLC | 2.59% | New | 86,556 | $6.9M |
| Choreo, LLC | 0.10% | Add +16.9% | 85,385 | $6.9M |
| Teachers Retirement System of the State of Kentucky | 0.06% | No change | 84,685 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.5% | 84,345 | $6.8M |
| Blue Fin Capital, Inc. | 1.15% | Add +4.1% | 83,823 | $6.8M |
| EMG Holdings, L.P. | 8.74% | Add +200.9% | 83,566 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -49.9% | 82,361 | $6.6M |
| TFB Advisors LLC | 1.70% | Reduce -11.1% | 80,352 | $6.5M |
| SBI Securities Co., Ltd. | 0.18% | Add +28.1% | 77,024 | $6.2M |
| Cranbrook Wealth Management, LLC | 1.32% | Reduce -3.5% | 76,951 | $6.2M |
| Darrow Company, Inc. | 3.13% | Reduce -0.3% | 76,663 | $6.2M |
| Worth Asset Management, LLC | 3.03% | Reduce -43.3% | 76,184 | $6.1M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -67.0% | 76,000 | $6.1M |
| Summit Global Investments | 0.36% | Reduce -4.4% | 75,809 | $6.1M |
| Integrated Advisors Network LLC | 0.28% | Add +153.5% | 75,634 | $6.1M |
| Global View Capital Management LLC | 1.95% | Add +35.4% | 75,469 | $6.1M |
| Metropolitan Life Insurance Co | 1.81% | No change | 75,273 | $6.1M |
| Conning Inc. | 0.22% | Add +28.7% | 75,158 | $6.1M |
| Summit Financial, LLC | 0.13% | Reduce -4.2% | 73,035 | $5.9M |
| Topel & Distasi Wealth Management, LLC | 3.08% | Reduce -4.6% | 72,904 | $5.9M |
| Nissay Asset Management Corp. /Japan | 0.03% | Reduce -22.3% | 72,774 | $5.9M |
| NBT Bank, N.A. | 0.39% | Reduce -5.3% | 71,233 | $5.7M |
| OxenFree Capital LLC | 3.50% | Add +9.8% | 70,490 | $5.7M |
| Estate Counselors, LLC | 0.56% | Add +828.0% | 70,165 | $5.7M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -15.0% | 69,950 | $5.6M |
| Rwa Wealth Partners, LLC | 0.07% | Add +1041.7% | 69,595 | $5.6M |
| Net Worth Advisory Group | 1.24% | Add +0.4% | 69,490 | $5.6M |
| Tetragon Partners GP Ltd | 1.56% | Add +8.7% | 68,660 | $5.5M |
| Avantax Advisory Services, Inc. | 0.03% | Add +5.2% | 68,627 | $5.5M |
| IFP Advisors, Inc | 0.16% | Reduce -1.1% | 68,275 | $5.5M |
| Wealth Forward, LLC | 3.66% | Reduce -0.2% | 67,520 | $5.4M |
| Private Advisory Group LLC | 0.51% | Add +150.5% | 67,195 | $5.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -45.3% | 66,536 | $5.4M |
| Ballentine Partners, LLC | 0.08% | Add +0.3% | 66,312 | $5.3M |
| M&T Bank Corp | 0.02% | Reduce -20.1% | 66,002 | $5.3M |
| Keybank National Association | 0.02% | Add +1.4% | 65,890 | $5.3M |
| Heritage Oak Wealth Advisors LLC | 2.08% | Add +0.9% | 65,627 | $5.3M |
| Greenup Street Wealth Management LLC | 0.92% | Reduce -2.7% | 65,197 | $5.3M |
| Merit Financial Group, LLC | 0.06% | Add +13.2% | 64,869 | $5.2M |
| Mariner, LLC | 0.01% | Reduce -17.8% | 64,815 | $5.2M |
| One Capital Management, LLC | 0.18% | Reduce -3.0% | 64,240 | $5.2M |
| Central Bank & Trust Co. | 0.84% | Reduce -13.8% | 63,647 | $5.1M |
| Jump Financial, LLC | 0.06% | Add +150.5% | 62,946 | $5.1M |
| Global Retirement Partners, LLC | 0.13% | — | 62,929 | $5.1M |
| Washington Trust Advisors, Inc. | 0.40% | Add +4.8% | 61,441 | $5.0M |
| Marex Group Ltd | 0.09% | Reduce -52.9% | 61,093 | $4.9M |
| Summit Securities Group LLC | 1.74% | New | 60,300 | $4.9M |
| Ascent Group, LLC | 0.19% | Reduce -11.4% | 60,195 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.8% | 59,566 | $4.8M |
| Beirne Wealth Consulting Services, LLC | 1.55% | Add +18.9% | 59,107 | $4.8M |
| Dai-ichi Life Holdings, Inc. | 5.56% | New | 59,000 | $4.8M |
| Genus Capital Management Inc. | 0.60% | Add +13.8% | 58,372 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +30.6% | 57,733 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +0.9% | 57,422 | $4.6M |
| IFG Advisors, LLC | 0.77% | Add +0.4% | 56,756 | $4.6M |
| Spahn Wealth & Retirement LLC | 2.91% | New | 56,097 | $4.5M |
| TD Private Client Wealth LLC | 0.11% | Reduce -0.1% | 55,830 | $4.5M |
| Blair William & Co. | 0.01% | Reduce -2.3% | 54,955 | $4.4M |
| Palogic Value Management, L.P. | 1.90% | Add +0.9% | 54,810 | $4.4M |
| Balefire, LLC | 0.95% | New | 54,033 | $4.4M |
| Y.D. More Investments Ltd | 0.30% | Add +3.4% | 53,400 | $4.3M |
| Moss Adams Wealth Advisors LLC | 0.39% | Add +320.4% | 53,229 | $4.3M |
| Plan Group Financial, LLC | 1.40% | Reduce -27.7% | 52,921 | $4.3M |
| Ironwood Financial, llc | 0.91% | No change | 53,785 | $4.2M |
| Insight Wealth Partners, LLC | 2.35% | Add +4.5% | 52,466 | $4.2M |
| MorganRosel Wealth Management, LLC | 1.15% | Add +12.0% | 52,292 | $4.2M |
| Members Capital Advisors Inc. | 4.84% | No change | 52,000 | $4.2M |
| Sterling Investment Advisors LLC | 2.16% | Reduce -18.3% | 38,067 | $4.2M |
| Roundview Capital LLC | 0.28% | Reduce -4.5% | 51,221 | $4.1M |
| Sagace Wealth Management LLC | 3.07% | Add +0.2% | 50,898 | $4.1M |
| Wellington Management Group LLP | 0.00% | Reduce -92.6% | 50,890 | $4.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +9.8% | 50,831 | $4.1M |
| Parkside Financial Bank & Trust | 0.44% | Add +4.0% | 50,673 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -4.1% | 50,463 | $4.1M |
| Fortis Capital Management LLC | 0.62% | Reduce -12.7% | 49,504 | $4.0M |
| Lodestar Private Asset Management LLC | 0.45% | Add +1.8% | 48,802 | $3.9M |
| New England Asset Management Inc. | 0.64% | No change | 48,790 | $3.9M |
| Angel Oak Capital Advisors, LLC | 5.40% | New | 47,400 | $3.8M |
| SageView Advisory Group, LLC | 0.14% | Add +2.6% | 46,799 | $3.8M |
| Eq LLC | 1.46% | Add +1037.2% | 46,534 | $3.8M |
| Equitable Holdings, Inc. | 0.03% | Reduce -4.5% | 46,516 | $3.8M |
| Federated Hermes, Inc. | 0.01% | Reduce -17.8% | 46,091 | $3.7M |
| McAdam, LLC | 0.20% | Reduce -2.5% | 45,810 | $3.7M |
| Sykon Capital LLC | 1.32% | Add +54.4% | 45,013 | $3.6M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -23.3% | 44,918 | $3.6M |
| Curran Financial Partners, LLC | 0.80% | Reduce -56.5% | 44,782 | $3.6M |
| Financial & Tax Architects, LLC | 0.87% | Reduce -5.0% | 44,411 | $3.6M |
| Redhawk Wealth Advisors, Inc. | 0.45% | Add +39.0% | 44,070 | $3.6M |
| VestGen Investment Management | 2.53% | Reduce -30.5% | 43,716 | $3.5M |
| Drive Wealth Management, LLC | 0.77% | Add +33.1% | 43,473 | $3.5M |
| Trek Financial, LLC | 0.23% | Add +30.1% | 43,188 | $3.5M |
| Waverly Advisors, LLC | 0.04% | Reduce -11.0% | 43,027 | $3.5M |
| Cypress Wealth Services, LLC | 0.62% | Reduce -2.2% | 42,934 | $3.5M |
| Freedom Investment Management, Inc. | 0.27% | Reduce -8.7% | 42,721 | $3.4M |
| Vicus Capital | 0.29% | Reduce -11.8% | 42,619 | $3.4M |
| Victory Financial Group, LLC | 0.54% | New | 42,552 | $3.4M |
| Personal Cfo Solutions, LLC | 0.63% | Reduce -16.2% | 41,946 | $3.4M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Add +0.8% | 41,494 | $3.3M |
| New Age Alpha Advisors, LLC | 0.15% | Add +238.6% | 41,195 | $3.3M |
| Rossby Financial, LCC | 1.24% | Add +4492.0% | 40,823 | $3.3M |
| Cim, LLC | 0.44% | Add +1.6% | 40,754 | $3.3M |
| Advisors Preferred, LLC | 0.54% | Reduce -49.5% | 40,910 | $3.3M |
| FineMark National Bank & Trust | 0.11% | Reduce -19.2% | 40,560 | $3.3M |
| SevenBridge Financial Group, LLC | 0.58% | Reduce -15.5% | 40,599 | $3.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.71% | Add +23.0% | 40,462 | $3.3M |
| Fiera Capital Corp | 0.01% | Reduce -1.7% | 40,346 | $3.3M |
| Impax Asset Management Group plc | 0.02% | New | 40,000 | $3.2M |
| Invictus Private Wealth, LLC | 0.22% | Add +24.0% | 39,722 | $3.2M |
| Atlanta Consulting Group Advisors, LLC | 0.87% | Add +0.0% | 39,386 | $3.2M |
| Providence Capital Advisors, LLC | 0.58% | Add +2.7% | 39,251 | $3.2M |
| SFG Wealth Management, LLC. | 1.87% | No change | 38,368 | $3.1M |
| Financial Alternatives, Inc | 2.01% | Reduce -0.6% | 38,252 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +8.9% | 38,256 | $3.1M |
| Bensler, LLC | 0.34% | Reduce -14.8% | 38,034 | $3.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +0.3% | 38,057 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +34.9% | 37,739 | $3.0M |
| HMS Capital Management, LLC | 1.37% | Reduce -4.8% | 37,571 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.6% | 37,552 | $3.0M |
| World Investment Advisors | 0.07% | Reduce -49.5% | 37,489 | $3.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -83.3% | 37,216 | $3.0M |
| Allie Family Office LLC | 1.47% | Reduce -7.4% | 36,846 | $3.0M |
| LifePlan Investment Advisors, Inc. | 1.47% | Reduce -0.8% | 36,758 | $3.0M |
| Gladwyn Financial Advisors, Inc. | 2.23% | — | 35,809 | $2.9M |
| Emergent Wealth Advisors, LLC | 1.81% | Add +3.3% | 33,683 | $2.8M |
| Hall Capital Management Co. Inc. | 1.19% | Add +11.5% | 34,821 | $2.8M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -3.0% | 34,627 | $2.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -29.4% | 34,580 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +45.8% | 34,412 | $2.8M |
| BLB&B Advisors, LLC | 0.13% | Add +108.8% | 34,220 | $2.8M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -12.7% | 34,086 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -24.3% | 33,601 | $2.7M |
| Park Square Financial Group, LLC | 1.95% | Reduce -30.5% | 33,316 | $2.7M |
| Advisory Services Network, LLC | 0.04% | Reduce -2.0% | 32,645 | $2.6M |
| Meridian Wealth Management, LLC | 0.11% | Add +3.1% | 32,508 | $2.6M |
| Boston Research & Management Inc. | 0.61% | Reduce -1.5% | 31,784 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Add +6.9% | 31,773 | $2.5M |
| Future You Wealth LLC | 1.35% | Add +7.6% | 30,887 | $2.5M |
| David J Yvars Group | 1.45% | Add +28.5% | 30,740 | $2.5M |
| Belpointe Asset Management LLC | 0.10% | Add +15.2% | 30,686 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -48.3% | 30,679 | $2.5M |
| Corepath Wealth Partners LLC | 2.08% | Add +7.3% | 30,681 | $2.5M |
| LVZ, Inc. | 0.30% | Reduce -0.9% | 30,534 | $2.5M |
| HFG Advisors, Inc. | 1.94% | Add +11.7% | 30,445 | $2.5M |
| AtlasMark Financial, Inc | 1.86% | Add +40.5% | 30,300 | $2.4M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -83.8% | 30,268 | $2.4M |
| Arch Capital Group LTD. | 0.83% | No change | 30,000 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.1% | 29,775 | $2.4M |
| Guardian Capital LP | 0.08% | No change | 29,500 | $2.4M |
| Richardson Financial Services Inc. | 1.58% | Add +3.8% | 29,412 | $2.4M |
| BKM Wealth Management, LLC | 0.91% | Add +1.1% | 29,039 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -2.1% | 28,963 | $2.3M |
| Foundations Investment Advisors, LLC | 0.04% | Add +239.7% | 28,962 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -0.4% | 28,818 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.8% | 28,860 | $2.3M |
| Davies Financial Advisors, Inc. | 1.79% | Reduce -39.0% | 28,594 | $2.3M |
| Verdence Capital Advisors LLC | 0.16% | Add +30.4% | 28,442 | $2.3M |
| Financial Partners Group, Inc | 0.32% | Add +105.0% | 28,370 | $2.3M |
| Lorne Steinberg Wealth Management Inc. | 0.59% | Add +1.9% | 28,040 | $2.3M |
| Frank, Rimerman Advisors LLC | 0.15% | No change | 27,673 | $2.2M |
| FOCUS Wealth Advisors, LLC | 1.15% | Add +0.6% | 27,448 | $2.2M |
| Mandatum Life Insurance Co Ltd | 0.58% | No change | 27,237 | $2.2M |
| Global Assets Advisory, LLC | 0.86% | Add +2.8% | 27,364 | $2.2M |
| Sowell Financial Services LLC | 0.09% | Add +13.9% | 27,133 | $2.2M |
| Prosperity Consulting Group, LLC | 0.16% | Reduce -0.8% | 27,013 | $2.2M |
| Talisman Wealth Advisors LLC | 1.99% | Add +6.4% | 47,117 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | No change | 27,002 | $2.2M |
| CoreCap Advisors, LLC | 0.09% | Reduce -65.3% | 26,495 | $2.1M |
| Neumann Capital Management, LLC | 0.67% | Reduce -1.2% | 26,435 | $2.1M |
| Buck Wealth Strategies, LLC | 0.32% | Add +51.6% | 26,345 | $2.1M |
| Axxcess Wealth Management, LLC | 0.05% | Add +167.0% | 26,343 | $2.1M |
| Edge Financial Advisors LLC | 1.12% | Reduce -32.7% | 26,432 | $2.1M |
| Synovus Financial Corp. | 0.03% | Reduce -10.8% | 26,080 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.8% | 25,510 | $2.1M |
| Wealth Watch Advisors, INC | 1.18% | New | 25,236 | $2.0M |
| Richard W. Paul & Associates, LLC | 0.73% | Add +81.1% | 25,208 | $2.0M |
| Empowered Funds, LLC | 0.02% | New | 25,239 | $2.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.17% | No change | 25,000 | $2.0M |
| Ranch Capital Advisors Inc. | 0.87% | Add +6.1% | 24,935 | $2.0M |
| Global Endowment Management, LP | 0.27% | Add +9.2% | 24,840 | $2.0M |
| Bellecapital International Ltd. | 0.36% | Reduce -23.9% | 24,788 | $2.0M |
| &partners | 0.02% | Add +32.0% | 24,938 | $2.0M |
| Encompass More Asset Management | 0.46% | New | 24,462 | $2.0M |
| Virtus Fixed Income Advisers, LLC | 1.99% | — | 24,448 | $2.0M |
| Mittelman Wealth Management | 1.66% | Add +17.0% | 24,357 | $2.0M |
| Better Money Decisions, LLC | 1.19% | Add +10.9% | 24,199 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +3.3% | 24,035 | $1.9M |
| Banco Santander, S.A. | 0.02% | Reduce -77.9% | 23,851 | $1.9M |
| Covenant Partners, LLC | 0.57% | Reduce -3.4% | 23,664 | $1.9M |
| City Holding Co. | 0.25% | Add +5.9% | 23,432 | $1.9M |
| Heritage Wealth Management, Inc. | 1.43% | Add +4.8% | 23,318 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.0% | 23,120 | $1.9M |
| Arvest Investments, Inc. | 0.28% | New | 22,930 | $1.8M |
| CW Advisors, LLC | 0.02% | Reduce -1.8% | 22,685 | $1.8M |
| Stone Summit Wealth LLC | 0.56% | Add +5.8% | 22,578 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -55.5% | 22,451 | $1.8M |
| Burns J W & Co. Inc. | 0.22% | Add +16.3% | 22,331 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Add +13.2% | 22,050 | $1.8M |
| Nwam LLC | 0.10% | Add +44.9% | 22,071 | $1.8M |
| 1ST Source Bank | 0.10% | Reduce -5.4% | 22,001 | $1.8M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -1.0% | 21,917 | $1.8M |
| Stevens Capital Management LP | 0.48% | New | 21,801 | $1.8M |
| Grey Fox Wealth Advisors, LLC | 0.41% | Add +21.8% | 21,518 | $1.7M |
| Virtue Capital Management, LLC | 0.32% | Reduce -20.9% | 21,410 | $1.7M |
| Sierra Capital LLC | 0.20% | Add +14.8% | 21,182 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -8.6% | 21,026 | $1.7M |
| Arkadios Wealth Advisors | 0.05% | Add +6.3% | 20,604 | $1.7M |
| Advyzon Investment Management, LLC | 0.37% | Add +49.1% | 20,563 | $1.7M |
| Ramiah Investment Group | 1.77% | Reduce -1.3% | 20,341 | $1.6M |
| Motiv8 Investments LLC | 1.00% | Reduce -16.4% | 20,335 | $1.6M |
| Mgo One Seven LLC | 0.05% | Add +19.0% | 20,322 | $1.6M |
| Betterment LLC | 0.00% | Add +91.0% | 20,162 | $1.6M |
| Florin Court Capital LLP | 1.66% | Add +18.9% | 20,100 | $1.6M |
| Sunbeam Capital Management, LLC | 1.23% | Add +4.3% | 20,090 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.25% | Reduce -5.5% | 20,040 | $1.6M |
| Natixis | 0.01% | Add +41.1% | 19,964 | $1.6M |
| Towerpoint Wealth, LLC | 0.71% | Reduce -26.6% | 19,902 | $1.6M |
| Dakota Wealth Management | 0.03% | Add +25.5% | 19,774 | $1.6M |
| Clear Creek Financial Management, LLC | 0.15% | Add +2.3% | 19,398 | $1.6M |
| Perennial Investment Advisors, LLC | 0.15% | Add +29.1% | 19,304 | $1.6M |
| National Bank of Canada | 0.00% | Add +82.0% | 19,195 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +10.2% | 19,165 | $1.5M |
| Asset Allocation & Management Company, LLC | 0.72% | No change | 19,130 | $1.5M |
| Coign Capital Advisors LLC | 1.04% | Add +5.3% | 19,124 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.34% | Reduce -0.3% | 18,918 | $1.5M |
| Prostatis Group LLC | 0.43% | Reduce -11.8% | 18,819 | $1.5M |
| Visionary Wealth Advisors | 0.08% | Reduce -0.2% | 18,606 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +974.7% | 18,281 | $1.5M |
| Rialto Wealth Management, LLC | 0.41% | Reduce -4.8% | 18,023 | $1.5M |
| True Freedom Investing, LLC | 0.57% | — | 17,971 | $1.4M |
| Hancock Whitney Corp. | 0.03% | Reduce -18.0% | 17,946 | $1.4M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -4.1% | 17,930 | $1.4M |
| Old National Bancorp | 0.03% | Add +97.4% | 17,905 | $1.4M |
| Integrated Capital Management, LLC | 0.69% | Reduce -5.6% | 17,952 | $1.4M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -7.4% | 17,831 | $1.4M |
| Maven Securities LTD | 0.37% | No change | 17,600 | $1.4M |
| AmeriServ Wealth Advisors | 0.69% | Reduce -41.5% | 17,426 | $1.4M |
| Jacobi Capital Management LLC | 0.09% | Reduce -2.8% | 17,135 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +0.3% | 17,093 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Add +298.3% | 17,123 | $1.4M |
| Lanark Financial, Inc. | 0.11% | Reduce -10.9% | 16,979 | $1.4M |
| Continuum Advisory, LLC | 0.16% | Add +0.2% | 16,951 | $1.4M |
| Scotia Capital Inc. | 0.01% | Add +50.4% | 16,829 | $1.4M |
| HBK Sorce Advisory LLC | 0.04% | Add +0.0% | 16,655 | $1.3M |
| Coastline Trust Co | 0.15% | Reduce -1.1% | 16,542 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -0.3% | 16,470 | $1.3M |
| Ieq Capital, LLC | 0.01% | Reduce -0.0% | 16,330 | $1.3M |
| Dimension Capital Management LLC | 0.21% | Reduce -0.4% | 16,239 | $1.3M |
| Peoples Bank | 0.87% | Reduce -0.2% | 16,015 | $1.3M |
| Islay Capital Management, LLC | 0.82% | Reduce -10.0% | 15,591 | $1.3M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -20.2% | 15,805 | $1.2M |
| Midwest Trust Co | 0.02% | — | 15,279 | $1.2M |
| Redmont Wealth Advisors LLC | 1.79% | Add +9.8% | 15,118 | $1.2M |
| Group One Trading LLC | 0.04% | New | 15,097 | $1.2M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -8.1% | 14,747 | $1.2M |
| Objective Capital Management, LLC | 1.33% | Reduce -2.5% | 14,695 | $1.2M |
| Cadent Capital Advisors, LLC | 0.39% | New | 14,682 | $1.2M |
| Whittier Trust Co. | 0.01% | Reduce -5.8% | 14,514 | $1.2M |
| Simplicity Wealth,LLC | 0.05% | Reduce -64.1% | 14,471 | $1.2M |
| SWS Partners | 0.31% | Add +7.4% | 14,427 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -10.0% | 14,332 | $1.2M |
| AlTi Global, Inc. | 0.03% | Reduce -63.4% | 14,362 | $1.2M |
| Sterling Investment Counsel, LLC | 0.68% | Reduce -16.3% | 14,288 | $1.2M |
| Flagstar Securities, Inc. | 0.31% | Reduce -8.5% | 13,938 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.46% | Reduce -2.1% | 13,930 | $1.1M |
| First Interstate Bank | 0.06% | No change | 13,614 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Add +2.8% | 13,614 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Reduce -17.1% | 13,536 | $1.1M |
| ShoreHaven Wealth Partners, LLC | 0.45% | Reduce -8.5% | 13,496 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Add +63.4% | 13,461 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -0.6% | 13,395 | $1.1M |
| Leeward Financial Partners, LLC | 0.34% | Add +55.8% | 13,331 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -8.2% | 13,220 | $1.1M |
| Centennial Wealth Advisory LLC | 0.34% | Add +103.8% | 13,167 | $1.1M |
| Argyle Capital Partners, LLC | 0.87% | Add +10.8% | 13,148 | $1.1M |
| GWN Securities Inc. | 0.20% | Add +4.0% | 13,081 | $1.1M |
| TT Capital Management LLC | 0.86% | Reduce -1.0% | 13,091 | $1.1M |
| Ariadne Wealth Management, LP | 0.50% | No change | 13,000 | $1.0M |
| Owen LaRue, LLC | 0.44% | Reduce -3.2% | 12,800 | $1.0M |
| Venture Visionary Partners LLC | 0.04% | Add +52.0% | 12,782 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -34.9% | 12,762 | $1.0M |
| Woodward Diversified Capital, LLC | 0.52% | Reduce -3.9% | 12,760 | $1.0M |
| Geneos Wealth Management Inc. | 0.02% | Reduce -3.6% | 12,657 | $1.0M |
| Telos Capital Management, Inc. | 0.10% | Reduce -6.3% | 12,637 | $1.0M |
| RiverGlades Family Offices LLC | 0.67% | Add +6.8% | 12,624 | $1.0M |
| Prossimo Advisors, LLC | 0.81% | New | 12,574 | $1.0M |
| Lionshead Wealth Management, LLC | 0.93% | Reduce -9.1% | 12,477 | $1.0M |
| Omnitrust Wealth Management, Inc | 1.18% | — | 12,557 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -90.3% | 12,435 | $1.0M |
| Adams Wealth Management | 0.19% | Reduce -37.3% | 12,298 | $992K |
| CacheTech Inc. | 0.18% | Reduce -44.6% | 12,298 | $992K |
| Arkos Global Advisors | 0.14% | Reduce -0.1% | 12,267 | $989K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.5% | 12,249 | $987K |
| VestGen Advisors, LLC | 0.04% | Reduce -13.2% | 12,031 | $970K |
| Howland Capital Management LLC | 0.04% | Add +33.5% | 11,949 | $964K |
| Summit Wealth Partners, LLC | 0.18% | Reduce -16.8% | 11,766 | $949K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -2.0% | 11,696 | $943K |
| Lifestyle Asset Management, Inc. | 0.44% | New | 11,685 | $942K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -4.1% | 11,679 | $942K |
| WASHINGTON TRUST Co | 0.03% | Add +1.6% | 11,650 | $940K |
| Petix & Botte Co | 0.23% | Reduce -7.5% | 11,598 | $935K |
| United Advisor Group, LLC | 0.16% | Add +2.0% | 11,556 | $932K |
| Activest Wealth Management | 0.22% | Add +9.3% | 11,538 | $931K |
| American Century Companies Inc. | 0.00% | No change | 11,400 | $919K |
| Birch Financial Group, LLC | 0.73% | Add +38.7% | 11,377 | $918K |
| Gryphon Financial Partners LLC | 0.12% | New | 11,052 | $891K |
| Pinnacle Wealth Planning Services, Inc. | 0.12% | Reduce -22.0% | 10,965 | $884K |
| Narus Financial Partners, LLC | 0.27% | Reduce -19.2% | 10,907 | $880K |
| Independent Financial Group, LLC | 0.02% | Reduce -7.6% | 10,900 | $879K |
| First Horizon Advisors, Inc. | 0.02% | Add +104.2% | 10,892 | $878K |
| Ascentis Independent Advisors | 0.16% | Reduce -12.2% | 10,811 | $872K |
| Axis Wealth Partners, LLC | 0.57% | Reduce -4.8% | 10,775 | $869K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -61.3% | 10,728 | $865K |
| Thrive Capital Management, LLC | 0.27% | New | 10,642 | $858K |
| Mma Asset Management LLC | 0.33% | Reduce -73.7% | 10,567 | $852K |
| Barings LLC | 0.02% | Add +10400.0% | 10,500 | $847K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -61.3% | 10,382 | $837K |
| Sigma Planning Corp | 0.03% | Add +2.7% | 10,361 | $836K |
| Captrust Financial Advisors | 0.00% | Reduce -15.2% | 10,332 | $833K |
| Invesco Ltd. | 0.00% | Reduce -31.3% | 10,245 | $826K |
| Insigneo Advisory Services, LLC | 0.07% | Add +8.7% | 10,229 | $825K |
| Strategic Blueprint, LLC | 0.04% | Add +20.4% | 10,163 | $820K |
| FMR LLC | 0.00% | Reduce -5.8% | 10,098 | $814K |
| Aspiriant, LLC | 0.03% | Add +129.8% | 10,082 | $813K |
| NewEdge Advisors, LLC | 0.00% | Reduce -41.4% | 10,042 | $810K |
| Red Door Wealth Management, LLC | 0.10% | Reduce -14.9% | 9,903 | $799K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -11.2% | 9,832 | $793K |
| Pinion Investment Advisors, LLC | 0.27% | Reduce -53.0% | 9,818 | $792K |
| Copia Wealth Management | 0.66% | Reduce -43.0% | 9,711 | $783K |
| Sovereign Investment Advisors, LLC | 0.22% | Add +3.8% | 9,709 | $783K |
| Financial Partners Group, LLC | 0.28% | Reduce -4.1% | 9,553 | $770K |
| Washington Trust Bank | 0.06% | Add +108.4% | 9,509 | $767K |
| American Financial Advisors, LLC | 0.11% | Add +0.1% | 9,428 | $760K |
| Barden Capital Management, Inc. | 0.67% | Reduce -1.2% | 9,411 | $759K |
| Creative Planning | 0.00% | Reduce -54.9% | 9,391 | $757K |
| Calton & Associates, Inc. | 0.13% | Add +73.7% | 9,339 | $753K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -21.6% | 9,185 | $741K |
| Avior Wealth Management, LLC | 0.03% | Add +1.3% | 9,100 | $734K |
| Cosner Financial Group, LLC | 0.41% | Reduce -0.5% | 9,064 | $733K |
| Nvwm, LLC | 0.18% | Reduce -5.7% | 9,079 | $732K |
| Private Trust Co. NA | 0.07% | Add +50.4% | 8,955 | $722K |
| Sax Wealth Advisors, LLC | 0.04% | Add +52.8% | 8,914 | $719K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.1% | 8,912 | $719K |
| Cibc World Market Inc. | 0.00% | Reduce -74.0% | 8,847 | $714K |
| Argonautica Private Wealth Management, Inc. | 0.22% | Reduce -0.6% | 8,800 | $710K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -11.9% | 8,677 | $700K |
| BG Investment Services, LLC | 0.87% | Reduce -50.2% | 8,482 | $700K |
| KFA Private Wealth Group, LLC | 0.21% | Reduce -1.1% | 8,591 | $693K |
| Integrity Alliance, Llc. | 0.04% | Reduce -13.6% | 8,541 | $689K |
| Single Point Partners, LLC | 0.15% | Reduce -7.0% | 8,487 | $685K |
| Wick Capital Partners, LLC | 0.18% | Add +294.4% | 29,866 | $680K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -53.8% | 8,398 | $677K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +8.3% | 8,193 | $661K |
| FWG Holdings, LLC | 0.31% | Reduce -2.2% | 8,223 | $660K |
| Bessemer Group Inc. | 0.00% | No change | 8,179 | $659K |
| Accredited Investors Inc. | 0.04% | No change | 8,150 | $657K |
| MKD Wealth Coaches, LLC | 0.69% | Reduce -2.2% | 8,122 | $655K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.6% | 8,102 | $653K |
| Focus Financial Network, Inc. | 0.03% | Add +0.9% | 8,097 | $653K |
| Fortis Capital Advisors, LLC | 0.11% | New | 7,958 | $642K |
| Bar Harbor Wealth Management | 0.04% | Add +0.0% | 7,862 | $634K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.8% | 7,854 | $633K |
| CV Advisors LLC | 0.19% | No change | 7,821 | $631K |
| Elequin Capital, LP | 0.20% | Reduce -51.2% | 7,777 | $627K |
| Valtrion Capital Management, LLC | 0.75% | Reduce -4.7% | 7,711 | $622K |
| MAI Capital Management | 0.00% | Reduce -8.7% | 7,701 | $621K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 7,405 | $597K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | Reduce -3.3% | 7,390 | $596K |
| Sonata Capital Group Inc. | 0.24% | Add +0.9% | 7,350 | $593K |
| Bridgewater Associates | 0.00% | No change | 7,334 | $591K |
| Tolleson Wealth Management, Inc. | 0.10% | Add +15.7% | 7,259 | $585K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.7% | 7,236 | $584K |
| Sterling Wealth Management, Inc. | 0.20% | — | 7,198 | $581K |
| Webster Bank, N. A. | 0.06% | Reduce -4.3% | 7,184 | $579K |
| Colonial Trust Co / SC | 0.08% | Add +35.1% | 7,146 | $576K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -54.5% | 7,119 | $574K |
| DHK Financial Advisors, Inc. | 0.33% | Reduce -1.2% | 7,104 | $573K |
| AssuredPartners Investment Advisors, LLC | 0.14% | Reduce -81.0% | 7,036 | $567K |
| CIBC Asset Management Inc | 0.00% | Reduce -88.5% | 7,035 | $567K |
| Citizens & Northern Corp. | 0.15% | Add +2.7% | 7,019 | $566K |
| Rooted Wealth Advisors, Inc. | 0.20% | Add +10.7% | 7,050 | $564K |
| Commerce Bank | 0.00% | Add +1.0% | 6,930 | $559K |
| Capital Analysts, LLC | 0.02% | Add +9.0% | 6,919 | $558K |
| Proathlete Wealth Management LLC | 0.18% | No change | 6,899 | $556K |
| Guardian Wealth Advisors, LLC | 0.33% | Reduce -3.8% | 6,885 | $555K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -4.2% | 6,874 | $555K |
| AE Wealth Management LLC | 0.00% | Reduce -43.7% | 6,827 | $551K |
| Two Sigma Securities, LLC | 0.07% | New | 6,820 | $550K |
| PKS Advisory Services, LLC | 0.14% | Add +1.3% | 6,791 | $548K |
| Ellenbecker Investment Group | 0.09% | Reduce -5.5% | 6,630 | $535K |
| Elk River Wealth Management LLC | 0.09% | Add +29.0% | 6,594 | $532K |
| Accurate Wealth Management, LLC | 0.08% | Add +13.8% | 6,578 | $527K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -13.4% | 6,523 | $526K |
| Oldfather Financial Services, LLC | 0.18% | Reduce -1.4% | 6,517 | $526K |
| Clear Investment Research, LLC | 0.66% | Add +0.1% | 6,492 | $524K |
| GC Wealth Management RIA, LLC | 0.04% | Add +4.4% | 6,475 | $522K |
| Two Sigma Investments, LP | 0.00% | New | 6,461 | $521K |
| Rik Saylor Financial, Inc. | 0.40% | Reduce -3.7% | 6,421 | $518K |
| Gotham Asset Management | 0.00% | New | 6,416 | $517K |
| Traynor Capital Management, Inc. | 0.04% | Add +13.7% | 6,414 | $514K |
| Vise Technologies, Inc. | 0.02% | — | 6,249 | $504K |
| PFG Investments, LLC | 0.03% | Add +3.2% | 6,241 | $503K |
| SVB Wealth LLC | 0.03% | New | 6,149 | $496K |
| Consilium Wealth Advisory, LLC | 0.21% | New | 6,067 | $489K |
| Mainstay Capital Management LLC | 0.02% | Add +74.8% | 6,050 | $488K |
| Manning & Napier Advisors LLC | 0.01% | Add +0.8% | 6,038 | $487K |
| Chapin Davis, Inc. | 0.13% | Add +0.6% | 6,033 | $487K |
| TruNorth Capital Management, LLC | 0.11% | No change | 6,015 | $485K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.15% | Add +280.9% | 6,006 | $484K |
| Summit Financial Consulting LLC | 0.43% | Reduce -97.4% | 5,993 | $483K |
| Cohen Investment Advisors LLC | 0.25% | Add +0.8% | 5,967 | $481K |
| Global Trust Asset Management, LLC | 0.26% | Reduce -26.5% | 5,956 | $480K |
| Aua Capital Management, LLC | 0.29% | No change | 5,947 | $480K |
| Dynamic Financial Group | 0.46% | No change | 5,886 | $475K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -55.1% | 5,853 | $472K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,834 | $471K |
| Fulcrum Equity Management | 0.48% | Reduce -26.9% | 5,769 | $465K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -3.9% | 5,763 | $463K |
| Everhart Financial Group, Inc. | 0.05% | Reduce -3.3% | 5,644 | $455K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -60.3% | 5,640 | $455K |
| AEGON USA Investment Management, LLC | 0.46% | No change | 5,575 | $450K |
| Zacks Investment Management | 0.00% | New | 5,503 | $444K |
| WMG Financial Advisors, LLC | 0.16% | No change | 5,496 | $443K |
| Noesis Capital Mangement Corp. | 0.08% | Reduce -2.9% | 5,490 | $443K |
| Pennington Partners & Co., LLC | 0.24% | Add +0.3% | 5,465 | $441K |
| Wesbanco Bank Inc. | 0.01% | Add +9.0% | 5,409 | $436K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +0.7% | 5,400 | $435K |
| Rossmore Private Capital | 0.05% | Reduce -5.0% | 5,319 | $429K |
| Brookstone Capital Management | 0.01% | Reduce -17.9% | 5,288 | $426K |
| McCarthy & Cox | 0.11% | No change | 5,258 | $424K |
| Annex Advisory Services, LLC | 0.01% | Reduce -7.1% | 5,207 | $420K |
| Benjamin Edwards Inc. | 0.01% | No change | 5,144 | $415K |
| McElhenny Sheffield Capital Management, LLC | 0.11% | No change | 5,121 | $413K |
| 10Elms LLP | 0.46% | Add +0.6% | 5,115 | $413K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.1% | 5,092 | $411K |
| E&G Advisors, LLC | 0.11% | No change | 5,050 | $407K |
| Dearborn Partners LLC | 0.02% | New | 9,426 | $407K |
| Haverford Trust Co | 0.00% | No change | 5,023 | $405K |
| Stelac Advisory Services LLC | 0.15% | Reduce -16.1% | 5,009 | $403K |
| Regal Investment Advisors LLC | 0.03% | Add +36.0% | 4,998 | $403K |
| O'ROURKE & COMPANY, Inc | 0.19% | Add +1.0% | 4,995 | $403K |
| Westwood Holdings Group Inc. | 0.00% | Add +0.1% | 4,952 | $399K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,942 | $399K |
| Harvest Investment Services, LLC | 0.09% | Add +51.2% | 4,937 | $398K |
| OneAscent Financial Services LLC | 0.03% | Reduce -49.5% | 4,935 | $398K |
| BTG Pactual Asset Management US LLC | 0.05% | Add +0.2% | 4,914 | $396K |
| Kovack Advisors, Inc. | 0.04% | Add +37.3% | 4,882 | $394K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -4.8% | 4,877 | $393K |
| New World Advisors LLC | 0.08% | Add +0.3% | 4,835 | $390K |
| Susquehanna Advisors Group, Inc. | 0.03% | New | 4,793 | $387K |
| Guardian Partners Inc. | 0.03% | Reduce -7.7% | 4,814 | $386K |
| Debussy Capital Management LP | 0.06% | Reduce -6.5% | 4,767 | $384K |
| MBL Wealth, LLC | 0.04% | Add +59.7% | 4,750 | $383K |
| Headlands Technologies LLC | 0.05% | New | 4,745 | $383K |
| First Foundation Advisors | 0.01% | Add +13.5% | 4,743 | $383K |
| Diversify Wealth Management, LLC | 0.02% | New | 4,754 | $382K |
| Fortress Financial Solutions, LLC | 0.48% | Add +5.5% | 4,738 | $382K |
| Omega Financial Group, LLC | 0.14% | Reduce -33.9% | 4,721 | $381K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 4,641 | $374K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.3% | 4,613 | $372K |
| Stewardship Advisors, LLC | 0.09% | Reduce -2.0% | 4,548 | $367K |
| Diversified Enterprises, LLC | 0.03% | Add +29.9% | 4,513 | $364K |
| Composition Wealth, LLC | 0.01% | Add +11.9% | 4,473 | $361K |
| Cresset Asset Management, LLC | 0.00% | Reduce -21.0% | 4,469 | $360K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.3% | 4,460 | $360K |
| Prosperity Wealth Management, Inc. | 0.13% | Reduce -63.6% | 4,401 | $355K |
| DAVENPORT & Co LLC | 0.00% | Add +30.3% | 4,398 | $355K |
| Haven Private, LLC | 0.16% | Reduce -35.5% | 4,372 | $353K |
| Coston, McIsaac & Partners | 0.09% | Reduce -4.0% | 4,356 | $351K |
| Regions Financial Corp. | 0.00% | No change | 4,282 | $345K |
| Intrust Bank NA | 0.03% | No change | 4,273 | $345K |
| City Center Advisors, LLC | 0.37% | Add +36.5% | 4,270 | $344K |
| Alaska Permanent Fund Corp | 0.02% | No change | 4,264 | $343K |
| Lockerman Financial Group, Inc. | 0.46% | Reduce -2.0% | 4,208 | $339K |
| Horst & Graben Wealth Management LLC | 0.06% | New | 4,203 | $339K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +23.9% | 4,179 | $337K |
| Red Wave Investments LLC | 0.11% | No change | 4,155 | $335K |
| Berkeley Capital Partners, LLC | 0.08% | Reduce -3.5% | 4,118 | $332K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -18.4% | 4,110 | $332K |
| Cary Street Partners Financial LLC | 0.01% | Add +3.3% | 4,077 | $329K |
| White Lighthouse Investment Management Inc. | 0.05% | Reduce -4.3% | 4,068 | $328K |
| Walker Asset Management, LLC | 0.19% | Reduce -1.4% | 4,063 | $328K |
| Discovery Capital Management, LLC / CT | 0.03% | New | 4,050 | $327K |
| Avory & Company, LLC | 0.20% | Reduce -42.6% | 4,044 | $326K |
| West Branch Capital LLC | 0.10% | Reduce -18.8% | 4,042 | $326K |
| AlphaCore Capital LLC | 0.01% | Add +830.6% | 4,039 | $326K |
| White Pine Capital LLC | 0.10% | Add +1.3% | 4,025 | $325K |
| Barrett & Company, Inc. | 0.12% | Add +0.7% | 4,007 | $323K |
| IHT Wealth Management, LLC | 0.01% | Reduce -41.4% | 3,985 | $321K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -22.5% | 3,967 | $320K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -14.8% | 3,952 | $318K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 3,930 | $317K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -3.0% | 3,884 | $313K |
| Caldwell Trust Co | 0.03% | Add +4.2% | 3,844 | $310K |
| MMBG Investment Advisors Co. | 0.03% | Reduce -7.3% | 3,825 | $308K |
| Quest 10 Wealth Builders, Inc. | 0.30% | Reduce -5.3% | 3,819 | $308K |
| Spire Wealth Management | 0.01% | Reduce -12.8% | 3,817 | $308K |
| Citizens Financial Group Inc. | 0.00% | Reduce -18.1% | 3,813 | $308K |
| Chesapeake Wealth Management | 0.10% | No change | 3,805 | $307K |
| Madden Advisory Services, Inc. | 0.13% | Add +18.4% | 3,799 | $306K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -4.8% | 3,754 | $303K |
| Fortitude Advisory Group L.L.C. | 0.17% | New | 3,698 | $298K |
| 5T Wealth, LLC | 0.15% | Reduce -60.1% | 3,669 | $296K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +7.7% | 3,660 | $295K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -46.7% | 3,656 | $295K |
| Invst, LLC | 0.04% | Reduce -98.5% | 3,633 | $293K |
| ProVise Management Group, LLC | 0.02% | Add +0.3% | 3,597 | $290K |
| GFS Advisors, LLC | 0.04% | No change | 3,507 | $283K |
| Brighton Jones LLC | 0.01% | Add +1.6% | 3,491 | $282K |
| Beacon Financial Group | 0.03% | Add +4.9% | 3,490 | $281K |
| Kestra Investment Management, LLC | 0.01% | New | 3,480 | $281K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 3,436 | $277K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -0.7% | 3,425 | $276K |
| Cladis Investment Advisory, LLC | 0.17% | No change | 3,400 | $274K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1.5% | 3,393 | $274K |
| Yeomans Consulting Group, Inc. | 0.11% | Reduce -12.8% | 3,406 | $273K |
| Empower Advisory Group, LLC | 0.00% | Reduce -27.9% | 3,370 | $272K |
| RAM Investment Partners, LLC | 0.06% | Add +0.9% | 3,353 | $270K |
| Bricktown Capital, LLC | 0.05% | No change | 3,349 | $270K |
| West Wealth Group, LLC | 0.07% | Add +6.0% | 3,340 | $268K |
| Abacus Wealth Partners, LLC | 0.04% | New | 3,312 | $267K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -6.9% | 3,276 | $264K |
| Cypress Capital Group | 0.03% | No change | 3,250 | $262K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -6.4% | 3,247 | $262K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,247 | $262K |
| Eldridge Investment Advisors, Inc. | 0.05% | Reduce -9.5% | 3,251 | $261K |
| IFG Advisory, LLC | 0.01% | Add +1.5% | 3,230 | $261K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.1% | 3,229 | $260K |
| Principle Wealth Partners LLC | 0.02% | Add +12.1% | 3,227 | $260K |
| Garrison Point Advisors, LLC | 0.12% | Add +15.0% | 3,212 | $259K |
| AMG National Trust Bank | 0.01% | Reduce -30.0% | 3,187 | $257K |
| Forefront Analytics, LLC | 0.29% | New | 3,183 | $257K |
| SWP Financial LLC | 0.14% | Reduce -1.4% | 3,183 | $257K |
| Infrastructure Capital Advisors, LLC | 0.04% | New | 3,183 | $256K |
| Financial Strategies Group, Inc. | 0.05% | No change | 3,176 | $254K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 3,137 | $253K |
| Harbour Investments, Inc. | 0.01% | Add +33.6% | 3,131 | $253K |
| Factor Wealth Management LTD | 0.07% | Add +1.3% | 3,128 | $252K |
| Black Diamond Financial, LLC | 0.04% | No change | 3,076 | $248K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -15.4% | 3,054 | $246K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -88.8% | 3,041 | $245K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,030 | $244K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | Reduce -84.9% | 3,023 | $244K |
| Signaturefd, LLC | 0.00% | No change | 3,007 | $243K |
| Peoples Bank | 0.15% | No change | 3,000 | $242K |
| RDA Financial Network | 0.07% | Add +0.4% | 2,999 | $242K |
| SkyOak Wealth, LLC | 0.05% | Reduce -20.1% | 2,990 | $241K |
| NewEdge Wealth, LLC | 0.00% | Reduce -5.5% | 3,005 | $241K |
| Diversified Trust Co. | 0.01% | No change | 2,971 | $240K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.8% | 2,966 | $239K |
| Financial Management Professionals, Inc. | 0.03% | Reduce -6.2% | 2,963 | $239K |
| Rathbones Group PLC | 0.00% | Add +2.5% | 2,948 | $238K |
| Capital Investment Counsel, Inc | 0.03% | No change | 2,912 | $235K |
| Trust Point Inc. | 0.02% | Add +7.4% | 2,897 | $234K |
| Boyd Watterson Asset Management LLC | 0.07% | Add +33.3% | 2,876 | $232K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 2,860 | $231K |
| Fsa Wealth Partners, Inc. | 0.11% | Reduce -98.3% | 2,811 | $227K |
| Hillcrest Wealth Advisors - NY, LLC | 0.11% | Reduce -42.6% | 2,800 | $226K |
| Titleist Asset Management, LLC | 0.02% | Reduce -9.8% | 2,789 | $225K |
| Savant Capital, LLC | 0.00% | Reduce -1.8% | 2,778 | $224K |
| Compass Ion Advisors, LLC | 0.02% | No change | 2,769 | $223K |
| South Plains Financial, Inc. | 0.16% | Reduce -10.0% | 2,759 | $223K |
| Independent Wealth Network Inc. | 0.08% | Reduce -0.1% | 2,747 | $222K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -17.3% | 2,728 | $219K |
| Howard Wealth Management, LLC | 0.11% | New | 2,718 | $219K |
| Compass Capital Corp. /Ma/ | 0.10% | Add +1.4% | 2,732 | $219K |
| Dumont & Blake Investment Advisors LLC | 0.06% | No change | 2,712 | $219K |
| Sincerus Advisory, LLC | 0.20% | Add +1.4% | 2,699 | $217K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.0% | 2,692 | $217K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 2,683 | $216K |
| Strait & Sound Wealth Management LLC | 0.09% | No change | 2,668 | $215K |
| Dahring | Cusmano LLC | 0.17% | Reduce -5.7% | 2,647 | $214K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,642 | $213K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | Add +3.6% | 2,631 | $212K |
| Blalock Williams, LLC | 0.21% | Reduce -0.1% | 2,615 | $211K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.02% | Reduce -12.5% | 2,598 | $210K |
| Ameriflex Group, Inc. | 0.11% | Reduce -8.7% | 2,587 | $208K |
| Verus Capital Partners, LLC | 0.02% | New | 2,567 | $207K |
| WealthShield Partners, LLC | 0.02% | Reduce -3.5% | 2,557 | $206K |
| Summit Wealth Group, LLC | 0.05% | No change | 2,554 | $206K |
| Enterprise Bank & Trust Co | 0.08% | No change | 2,550 | $206K |
| Efficient Advisors, LLC | 0.01% | Reduce -31.5% | 2,537 | $205K |
| Providence First Trust Co | 0.07% | New | 2,535 | $204K |
| Western Wealth Management, LLC | 0.01% | New | 2,532 | $204K |
| NorthLanding Financial Partners, LLC | 0.18% | New | 2,525 | $203K |
| 17 Capital Partners, LLC | 0.12% | New | 2,513 | $203K |
| Windsor Capital Management, LLC | 0.06% | New | 2,494 | $201K |
| Sicart Associates LLC | 0.07% | New | 2,489 | $201K |
| Tassel Capital Management, Inc. | 0.15% | Reduce -32.8% | 2,485 | $200K |
| HM Payson & Co. | 0.00% | No change | 2,350 | $190K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.4% | 2,306 | $186K |
| Rothschild Investment LLC | 0.01% | No change | 2,237 | $180K |
| UMB Bank, n.a. | 0.00% | Reduce -17.1% | 2,189 | $177K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -34.5% | 2,111 | $170K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -47.7% | 2,000 | $161K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -41.8% | 1,922 | $155K |
| EPG Wealth Management LLC | 0.04% | No change | 1,838 | $148K |
| Optimum Investment Advisors | 0.06% | Add +4.5% | 1,829 | $147K |
| Concord Wealth Partners | 0.02% | Add +1.5% | 1,769 | $143K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,275 | $133K |
| Bellwether Advisors, LLC | 0.02% | Add +4.6% | 1,640 | $132K |
| Union Savings Bank | 0.06% | No change | 1,642 | $132K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -23.8% | 1,600 | $129K |
| Beacon Capital Management, LLC | 0.02% | Add +4961.3% | 1,569 | $127K |
| Trust Co. of Toledo NA | 0.01% | New | 1,500 | $121K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,483 | $120K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -10.2% | 1,458 | $118K |
| Park Place Capital Corp | 0.03% | No change | 1,462 | $117K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,433 | $116K |
| Centaurus Financial, Inc. | 0.01% | New | 1,426 | $115K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.6% | 1,407 | $113K |
| YANKCOM Partnership | 0.05% | No change | 1,386 | $112K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,365 | $110K |
| Phillips Financial Management, LLC | 0.01% | Reduce -8.3% | 1,363 | $110K |
| Register Financial Advisors LLC | 0.05% | Reduce -21.4% | 1,345 | $108K |
| Allworth Financial LP | 0.00% | Reduce -11.7% | 1,336 | $108K |
| GoalVest Advisory LLC | 0.03% | New | 1,302 | $105K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +84.6% | 1,196 | $96K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 1,130 | $91K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,100 | $89K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -49.9% | 1,084 | $87K |
| CKW Financial Group | 0.01% | No change | 1,040 | $83K |
| Vision Financial Markets LLC | 0.08% | New | 1,000 | $81K |
| Manchester Capital Management LLC | 0.01% | New | 1,000 | $81K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 978 | $79K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 978 | $79K |
| Grove Bank & Trust | 0.01% | No change | 964 | $78K |
| Sound Income Strategies, LLC | 0.00% | No change | 930 | $75K |
| Private Wealth Asset Management, LLC | 0.01% | Add +0.7% | 908 | $73K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 912 | $73K |
| Hurley Capital, LLC | 0.05% | New | 830 | $67K |
| Bank of New Hampshire | 0.02% | Add +14.1% | 811 | $65K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.8% | 770 | $62K |
| Hollencrest Capital Management | 0.00% | Add +1.3% | 768 | $62K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.5% | 725 | $58K |
| Realta Investment Advisors | 0.02% | Add +11.4% | 704 | $57K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -55.4% | 615 | $50K |
| Avion Wealth | 0.01% | Reduce -19.3% | 609 | $49K |
| FNY Investment Advisers, LLC | 0.02% | New | 600 | $48K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 558 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +3.4% | 551 | $44K |
| CX Institutional | 0.00% | Reduce -79.4% | 528 | $43K |
| Tucker Asset Management LLC | 0.01% | No change | 528 | $43K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.7% | 527 | $42K |
| Exchange Traded Concepts, LLC | 0.00% | New | 505 | $41K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -65.8% | 504 | $41K |
| Choate Investment Advisors | 0.00% | New | 500 | $40K |
| Elevate Wealth Advisory, Inc. | 0.03% | New | 485 | $39K |
| Luminist Capital LLC | 0.04% | Reduce -5.5% | 483 | $39K |
| St Germain D J Co. Inc. | 0.00% | Add +207.7% | 480 | $39K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 478 | $39K |
| Anfield Capital Management, LLC | 0.01% | No change | 465 | $38K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.8% | 461 | $37K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 454 | $37K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -14.0% | 453 | $37K |
| McIlrath & Eck, LLC | 0.00% | Reduce -35.6% | 447 | $36K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -78.0% | 442 | $36K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 430 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 405 | $33K |
| North Capital, Inc. | 0.03% | No change | 400 | $32K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 377 | $30K |
| SYM FINANCIAL Corp | 0.00% | No change | 371 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | Add +230.8% | 354 | $29K |
| West Paces Advisors Inc. | 0.01% | No change | 345 | $28K |
| Key Financial Inc | 0.01% | No change | 334 | $27K |
| Eastern Bank | 0.00% | Reduce -39.0% | 325 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 317 | $26K |
| Arax Advisory Partners | 0.00% | Reduce -77.1% | 314 | $25K |
| Joseph Group Capital Management | 0.01% | Add +46.8% | 301 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +20.0% | 300 | $24K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 287 | $23K |
| Creative Financial Designs Inc. | 0.00% | Reduce -43.3% | 280 | $23K |
| Hantz Financial Services, Inc. | 0.00% | New | 275 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 237 | $19K |
| Community Bank, N.A. | 0.00% | Reduce -72.0% | 237 | $19K |
| LFA - Lugano Financial Advisors SA | 0.01% | No change | 239 | $19K |
| WestEnd Advisors, LLC | 0.00% | Add +67.4% | 236 | $19K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 235 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 227 | $18K |
| Winch Advisory Services, LLC | 0.00% | Add +1.4% | 214 | $17K |
| Clearstead Trust, LLC | 0.00% | New | 207 | $17K |
| Brooklyn Investment Group | 0.00% | New | 206 | $17K |
| Aspect Partners, LLC | 0.01% | Reduce -41.5% | 203 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -40.7% | 201 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 200 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 200 | $16K |
| American National Bank & Trust | 0.00% | New | 198 | $16K |
| CNB Bank | 0.01% | No change | 195 | $16K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 177 | $14K |
| Investors Research Corp | 0.00% | Reduce -50.1% | 169 | $14K |
| Fairscale Capital, LLC | 0.01% | No change | 166 | $13K |
| Archer Investment Corp | 0.00% | No change | 160 | $13K |
| Tompkins Financial Corp. | 0.00% | Add +393.6% | 153 | $12K |
| Covestor Ltd | 0.01% | Add +2960.0% | 153 | $12K |
| Armor Investment Advisors, LLC | 0.00% | No change | 148 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 141 | $11K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -24.6% | 132 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 125 | $10K |
| IAG Wealth Partners, LLC | 0.00% | No change | 113 | $9K |
| Total Investment Management Inc. | 0.00% | New | 111 | $9K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.0% | 103 | $8K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 100 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $8K |
| Morgan Dempsey Capital Management LLC | 0.00% | New | 100 | $8K |
| Symetra Investment Management Co | 0.00% | No change | 100 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 99 | $8K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 96 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 96 | $8K |
| Millstone Evans Group, LLC | 0.01% | No change | 95 | $8K |
| Bangor Savings Bank | 0.00% | No change | 95 | $8K |
| Garrison Bradford & Associates Inc. | 0.01% | Add +1.1% | 93 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 93 | $7K |
| Financial Gravity Companies, Inc. | 0.00% | — | 87 | $7K |
| Decker Retirement Planning Inc. | 0.00% | New | 83 | $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 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 62 | $5K |
| Delos Wealth Advisors, LLC | 0.00% | New | 61 | $5K |
| Promus Capital, LLC | 0.00% | No change | 59 | $5K |
| Matrix Private Capital Group LLC | 0.00% | No change | 58 | $5K |
| Security National Bank | 0.00% | New | 54 | $4K |
| Tortoise Investment Management, LLC | 0.00% | No change | 50 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +84.6% | 48 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 46 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 44 | $4K |
| Tsfg, LLC | 0.00% | No change | 34 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 36 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 33 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 33 | $3K |
| Sofi Wealth, LLC | 0.00% | Reduce -3.0% | 32 | $3K |
| Founders Capital Management | 0.00% | New | 30 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $2K |
| Alerus Financial NA | 0.00% | New | 28 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 23 | $2K |
| Graney & King, LLC | 0.00% | No change | 22 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -42.1% | 22 | $2K |
| Transce3nd, LLC | 0.00% | No change | 20 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 20 | $2K |
| Hoey Investments, Inc. | 0.00% | Add +1600.0% | 17 | $1K |
| Horizons Wealth Management | 0.00% | No change | 13 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 10 | $842 |
| PayPay Securities Corp | 0.03% | No change | 8 | $645 |
| Weiss Asset Management LP | 0.00% | New | 5 | $403 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $280 |
| Rakuten Securities, Inc. | 0.00% | Reduce -97.8% | 2 | $161 |
| Trust Co. of Vermont | 0.00% | No change | 1 | $81 |
| PEAK6 LLC | 0.00% | New | 1 | $81 |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $81 |
| Powell Investment Advisors, LLC | 0.00% | Reduce -99.4% | 1 | $71 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $48 |
| First PREMIER Bank | 0.00% | New | 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.