Ishr Ibx Usd Hiyld CB ETF-UiHYGETF

13F holders, Q4 2025 (December 31)
1,005holders +90
106new positions
69sold out
7famous investors
$80.63avg. 13F price*

At the end of Q4 2025, 1,005 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings, up 90 from Q3 2025. 106 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($1.9B), Morgan Stanley ($1.5B) and Clark Capital Management Group, Inc. ($1.4B). 7 famous investors held it, including Paul Singer (2.1% of Elliott Investment Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Ishr Ibx Usd Hiyld CB ETF-Ui
Filed as
ISHARES TR (Q4 2025)
CUSIP
464288513
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 908Q1 2024Q2 2024: 893Q2 2024Q3 2024: 895Q3 2024Q4 2024: 984Q4 2024Q1 2025: 930Q1 2025Q2 2025: 925Q2 2025Q3 2025: 915Q3 2025Q4 2025: 1,005Q4 2025Q1 2026: 986Q1 2026Q2 2026: 991Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions106$1.5B
Exits69$302.7M

All 13F filers, Q3 2025 → Q4 2025: 47,380,820 shares bought and 48,791,914 shares sold, net −1,411,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,005 holders

BlackRock, Inc. 0.03% Add +14.2% 23,455,261 $1.9B
Morgan Stanley 0.09% Add +8.4% 18,215,323 $1.5B
Clark Capital Management Group, Inc. 8.52% Reduce -0.7% 17,193,834 $1.4B
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5.21% Add +8.9% 12,224,618 $985.7M
Bank of America Corp. 0.07% Reduce -40.0% 11,124,526 $897.0M
Ontario Teachers Pension Plan Board 20.63% Add +116.7% 11,050,000 $891.0M
Japan Science & Technology Agency 15.39% No change 10,390,626 $837.8M
Nuveen, LLC 0.20% Reduce -24.7% 9,254,957 $746.2M
Royal Bank of Canada 0.10% Add +18.0% 7,354,316 $593.0M
Assetmark, Inc. 1.15% Reduce -4.2% 7,005,455 $564.8M
Northwestern Mutual Investment Management Company, LLC 5.50% New 5,845,000 $471.3M
Wells Fargo & Company 0.09% Add +16.2% 5,682,790 $458.2M
APG Asset Management US Inc. 3.56% Add +21.5% 5,632,436 $454.1M
Barclays PLC 0.17% Reduce -49.4% 5,247,956 $423.1M
Caisse de depot et placement du Quebec 0.69% New 5,059,724 $408.0M
Envestnet Asset Management Inc. 0.12% Reduce -1.8% 5,029,894 $405.6M
BNP Paribas 10.68% Reduce -1.9% 4,628,450 $373.2M
UBS Group AG 0.07% Add +75.2% 4,419,832 $356.4M
Goldman Sachs Group Inc. 0.04% Reduce -44.1% 3,841,322 $309.7M
Elliott Investment Management 2.11% No change 3,800,000 $306.4M
HSBC Holdings PLC 0.17% Add +1555.9% 3,631,206 $292.9M
Counterpoint Mutual Funds LLC 21.67% Add +4.7% 3,627,257 $292.5M
BNP Paribas Financial Markets 0.18% Reduce -40.9% 3,560,164 $287.1M
Ocean Park Asset Management, LLC 12.62% Reduce -1.4% 3,333,791 $268.8M
TD Asset Management Inc 0.20% Reduce -43.0% 3,067,655 $247.3M
Citigroup Inc. 0.16% Reduce -25.8% 2,981,191 $240.4M
LPL Financial LLC 0.06% Add +15.3% 2,907,145 $234.4M
Stifel Financial Corp. 0.20% Add +17.8% 2,719,880 $219.3M
Liberty Mutual Group Asset Management Inc. 20.19% Add +158.6% 2,631,349 $212.2M
Citadel Advisors 0.12% New 2,126,497 $171.5M
Man Group plc 0.32% Add +0.4% 2,032,513 $163.9M
Endurance Services Ltd 28.55% Add +1.1% 2,000,800 $161.3M
Mackenzie Financial Corp. 0.17% Reduce -1.0% 1,768,210 $142.4M
JPMorgan Chase & Co. 0.01% Reduce -77.5% 1,698,925 $137.0M
Ameriprise Financial Inc. 0.03% Reduce -10.3% 1,631,432 $131.5M
Healthcare of Ontario Pension Plan Trust Fund 0.21% Reduce -32.8% 1,535,122 $123.8M
Elo Mutual Pension Insurance Co 1.73% No change 1,400,000 $112.9M
PartnerRe Asset Management CORP 80.81% — 1,397,745 $112.7M
Verition Fund Management LLC 0.62% Add +260.5% 1,353,635 $109.1M
iA Global Asset Management Inc. 1.34% Add +16.8% 1,300,125 $104.8M
Nan Shan Life Insurance Co., Ltd. 3.19% No change 1,284,652 $103.6M
Alliancebernstein L.P. 0.03% Add +344.4% 1,236,810 $99.7M
State of Tennessee, Department of Treasury 0.31% Reduce -47.8% 1,198,867 $97.3M
Pictet Asset Management Holding SA 0.09% New 1,136,000 $91.6M
Cetera Investment Advisers 0.10% Add +8.5% 1,098,312 $88.6M
Prudential Financial Inc. 0.09% Reduce -3.2% 895,515 $72.2M
Thrivent Financial for Lutherans 0.13% Add +0.7% 858,237 $69.2M
Raymond James Financial Inc. 0.02% Add +4.0% 804,165 $64.8M
US Bancorp \de 0.08% Reduce -10.4% 799,630 $64.5M
National Philanthropic Trust 0.59% Add +8.9% 743,623 $60.0M
Neuberger Berman Group LLC 0.04% Reduce -8.4% 743,515 $59.9M
Jump Financial, LLC 0.79% Add +3770.6% 720,900 $58.1M
Millennium Management 0.04% Add +17.4% 718,820 $58.0M
Sumitomo Mitsui Financial Group, Inc. 1.01% Add +3.7% 710,528 $57.3M
Aristotle Pacific Capital, LLC 23.26% Add +108.8% 703,456 $56.7M
Bain Capital Credit, LP 14.05% Add +162.2% 666,033 $53.7M
MML Investors Services, LLC 0.12% Add +11.6% 630,269 $50.8M
WINTON GROUP Ltd 1.73% Reduce -52.1% 620,000 $50.0M
Allstate Corp. 0.64% Reduce -81.0% 584,732 $47.1M
Squarepoint Ops LLC 0.08% New 504,717 $40.7M
Pure Financial Advisors, LLC 0.61% Add +6.5% 504,692 $40.7M
Bank of Montreal 0.02% Add +36.6% 490,964 $39.6M
Bank Julius Baer & Co. Ltd, Zurich 0.11% Reduce -5.9% 487,127 $39.3M
HRT Financial LP 0.12% New 469,339 $37.8M
Schroder Investment Management Group 0.03% Reduce -66.8% 446,843 $36.1M
Towercrest Capital Management 5.63% Add +25.2% 442,486 $35.7M
Toronto Dominion Bank 0.06% Reduce -8.1% 439,539 $35.4M
Osaic Holdings, Inc. 0.05% Reduce -83.2% 438,201 $35.3M
Cullen/Frost Bankers, Inc. 0.37% Add +142.5% 420,126 $33.9M
CBIZ Investment Advisory Services, LLC 1.25% Add +6.1% 409,718 $33.0M
Allianz Asset Management GmbH 0.04% Reduce -36.6% 409,190 $33.0M
CI Investments Inc. 0.14% Add +7.4% 398,595 $32.1M
Deseret Mutual Benefit Administrators 13.68% Add +3.5% 397,793 $32.1M
Truist Financial Corp. 0.04% Add +1.8% 379,922 $30.6M
Howard Capital Management, LLC 0.39% Add +3.8% 369,061 $29.8M
1832 Asset Management L.P. 0.04% Reduce -0.2% 354,301 $28.6M
Hikari Tsushin, Inc. 1.80% No change 343,165 $27.7M
Viewpoint Investment Partners Corp. 12.99% Reduce -2.3% 338,500 $27.3M
BlueCrest Capital Management Ltd 1.13% New 332,728 $26.8M
Stairway Partners, LLC 1.35% Reduce -0.1% 324,455 $26.2M
Williams Jones Wealth Management, LLC. 0.29% Add +9.6% 321,855 $26.0M
Allianz SE 0.31% New 300,000 $24.2M
Kestra Advisory Services, LLC 0.10% Add +24.9% 291,215 $23.5M
Alliance Wealth Management Group 5.12% Add +33.6% 289,524 $23.3M
Kwmg, LLC 2.00% Add +3.2% 287,322 $23.2M
Focus Partners Wealth 0.03% Reduce -2.1% 286,525 $23.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +9.7% 277,216 $22.4M
Trust Co 2.09% Reduce -0.5% 276,077 $22.3M
Summit Financial Consulting LLC 15.70% Add +8.6% 268,191 $21.6M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +58.5% 267,978 $21.6M
Alphadyne Asset Management LP 2.15% New 266,833 $21.5M
Nomura Asset Management International Inc. 0.03% — 256,901 $20.7M
Toews Corp. 3.00% Add +74.2% 256,000 $20.6M
Capstone Investment Advisors, LLC 0.21% Add +15.6% 251,370 $20.3M
Ensign Peak Advisors, Inc 0.04% New 248,016 $20.0M
Principal Securities, Inc. 0.31% Reduce -15.7% 246,907 $19.9M
Twele Capital Management, Inc. 3.54% Add +0.6% 245,743 $19.8M
Isabella Capital Management LLP 100.00% — 235,000 $18.9M
Strong Tower Advisory Services 3.38% Reduce -24.9% 234,458 $18.9M
Two Sigma Securities, LLC 2.58% New 232,932 $18.8M
Bank of Nova Scotia 0.03% Reduce -1.5% 218,030 $17.6M
BlueSky Wealth Advisors, LLC 2.31% Add +5.8% 217,454 $17.5M
Foundations Investment Advisors, LLC 0.23% Reduce -22.5% 216,590 $17.5M
Invst, LLC 1.88% Add +5.5% 214,496 $17.3M
Amarillo National Bank 3.03% Add +5.7% 213,818 $17.2M
Private Advisor Group, LLC 0.08% Add +8.9% 208,974 $16.8M
Fifth Third Bancorp 0.05% Reduce -2.4% 208,543 $16.8M
Deutsche Bank AG 0.01% Reduce -54.6% 208,326 $16.8M
Parallax Volatility Advisers, L.P. 0.58% New 204,395 $16.5M
AlphaQuest LLC 0.92% Add +582.5% 203,591 $16.4M
Farther Finance Advisors, LLC 0.18% Reduce -0.3% 203,211 $16.4M
PEAK6 LLC 0.44% New 200,002 $16.1M
Edgestream Partners, L.P. 0.45% Add +16.4% 199,232 $16.1M
Hudson Bay Capital Management LP 0.10% No change 190,000 $15.3M
Global Wealth Management Investment Advisory, Inc. 2.33% Add +8.2% 180,649 $14.6M
Voya Financial Advisors, Inc. 1.40% Reduce -3.7% 180,616 $14.6M
Engineers Gate Manager LP 0.17% New 180,089 $14.5M
Crabel Capital Management, LLC 10.92% Add +29.9% 179,163 $14.4M
Probity Advisors, Inc. 2.30% Add +2.8% 178,197 $14.4M
SG Americas Securities, LLC 0.02% Reduce -54.5% 176,195 $14.2M
Park Avenue Securities LLC 0.12% Add +14.2% 175,583 $14.2M
Checchi Capital Advisers, LLC 0.93% Reduce -1.0% 170,484 $13.7M
Financial Advisors Network, Inc. 1.88% Add +2.9% 169,812 $13.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Reduce -2.6% 165,384 $13.4M
Farmers & Merchants Investments Inc. 0.36% Add +7.0% 162,343 $13.1M
Ashton Thomas Private Wealth, LLC 0.31% Add +3.5% 158,287 $12.8M
Mercer Global Advisors Inc. 0.02% Add +201.3% 157,107 $12.7M
Parallel Advisors, LLC 0.23% Reduce -0.6% 156,405 $12.6M
Transmarket Holdings LP 9.21% — 156,441 $12.6M
United Capital Financial Advisors, LLC 0.07% Reduce -5.4% 148,975 $12.0M
Tudor Investment Corporation 0.07% New 148,600 $12.0M
RFG Advisory, LLC 0.23% Add +7.2% 148,593 $12.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -13.1% 146,850 $11.8M
Ameritas Advisory Services, LLC 0.42% Add +670.7% 139,005 $11.2M
Trivium Point Advisory, LLC 1.12% Reduce -5.7% 137,768 $11.1M
Commonwealth Equity Services, LLC 0.01% Reduce -11.0% 137,296 $11.1M
Greenup Street Wealth Management LLC 1.53% Add +61.9% 131,156 $10.6M
Cwm, LLC 0.03% Add +4.3% 130,314 $10.5M
J.Safra Asset Management Corp 0.55% Add +8.9% 129,902 $10.5M
Alley Investment Management Company, LLC 1.22% Reduce -1.9% 129,188 $10.4M
Mutual Advisors, LLC 0.22% Add +0.6% 128,825 $10.4M
Prudent Man Advisors, LLC 3.76% Reduce -1.5% 127,848 $10.3M
Flow Traders U.S. LLC 0.34% Reduce -21.5% 127,443 $10.3M
Rockefeller Capital Management L.P. 0.02% Reduce -7.2% 126,242 $10.2M
Nicola Wealth Management LTD. 0.92% No change 125,000 $10.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.15% Reduce -9.1% 123,286 $9.9M
NorthCoast Asset Management LLC 0.22% Reduce -4.9% 123,091 $9.9M
Occidental Asset Management, LLC 1.16% Add +8.2% 119,626 $9.6M
Orion Porfolio Solutions, LLC 0.07% Add +3.8% 119,166 $9.6M
HighTower Advisors, LLC 0.01% Add +3.1% 117,315 $9.5M
Tudor Financial Inc. 4.73% Add +15.2% 114,499 $9.2M
Horizon Wealth Management, LLC 1.43% Add +1.8% 114,046 $9.2M
Csenge Advisory Group 0.40% Reduce -3.7% 109,640 $8.8M
Strategic Investment Advisors / MI 0.76% Add +626.0% 109,204 $8.8M
Comerica Bank 0.04% Reduce -72.3% 109,009 $8.8M
Franklin Resources Inc. 0.00% Reduce -41.0% 105,906 $8.5M
Choreo, LLC 0.11% Add +3.3% 104,099 $8.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.20% Add +212.5% 101,877 $8.2M
Blue Fin Capital, Inc. 1.26% Add +9.4% 100,526 $8.1M
GTS Securities LLC 0.28% New 100,292 $8.1M
Wealthstar Advisors, LLC 4.34% Reduce -3.0% 98,896 $8.0M
Corient Private Wealth LP 0.01% Reduce -0.8% 98,870 $8.0M
Genus Capital Management Inc. 0.90% Reduce -0.8% 95,632 $7.7M
Trajan Wealth LLC 0.32% Add +0.2% 95,295 $7.7M
Bank of New York Mellon Corp 0.00% Add +7.9% 94,467 $7.6M
Cordoba Advisory Partners LLC 1.85% — 92,733 $7.5M
Pinkerton Wealth, LLC 0.75% Add +5.3% 90,591 $7.3M
Boltwood Capital Management 1.89% Add +2.4% 90,035 $7.3M
Rebalance, LLC 0.42% Add +2.1% 89,270 $7.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.4% 87,646 $7.1M
Sona Asset Management (us) LLC 0.44% Add +3996.6% 87,011 $7.0M
Ascent Group, LLC 0.24% Reduce -4.5% 85,912 $6.9M
Advisory Services Network, LLC 0.10% Reduce -2.5% 85,605 $6.9M
Teachers Retirement System of the State of Kentucky 0.05% No change 84,685 $6.8M
Cerity Partners LLC 0.01% Reduce -8.7% 83,318 $6.7M
Summit Financial, LLC 0.10% Add +1.7% 82,951 $6.7M
Integrated Advisors Network LLC 0.29% Add +6.3% 82,191 $6.6M
USA Financial Formulas 1.19% Reduce -9.0% 81,181 $6.5M
OxenFree Capital LLC 3.43% Add +4.0% 80,864 $6.5M
Axxcess Wealth Management, LLC 0.12% Add +625.1% 80,126 $6.5M
True Freedom Investing, LLC 0.44% Add +258.4% 80,115 $6.5M
Paladin Partners, LLC 4.81% — 79,990 $6.4M
Legacy Wealth Partners, LLC 1.65% — 79,082 $6.4M
SBI Securities Co., Ltd. 0.16% Reduce -2.8% 78,037 $6.3M
Northern Trust Corp. 0.00% Reduce -23.6% 77,647 $6.3M
Cranbrook Wealth Management, LLC 1.23% Add +1.7% 77,219 $6.2M
Topel & Distasi Wealth Management, LLC 3.01% Add +4.2% 76,375 $6.2M
Loomis Sayles & Co. L P 0.01% No change 76,000 $6.1M
Darrow Company, Inc. 2.73% Reduce -0.7% 75,397 $6.1M
Mariner, LLC 0.01% Reduce -7.4% 75,228 $6.1M
Conning Inc. 0.21% No change 75,158 $6.1M
Merit Financial Group, LLC 0.05% Reduce -10.9% 75,094 $6.1M
Baird Financial Group, Inc. 0.01% Reduce -33.7% 74,986 $6.0M
Global Retirement Partners, LLC 0.11% Add +15.2% 74,958 $6.0M
Summit Global Investments 0.35% Reduce -0.7% 74,098 $6.0M
Nissay Asset Management Corp. /Japan 0.03% Add +0.4% 74,054 $6.0M
TFB Advisors LLC 1.66% Add +5.6% 73,669 $5.9M
Net Worth Advisory Group 1.20% Add +10.4% 73,525 $5.9M
Eq LLC 1.70% Add +55.4% 73,231 $5.9M
Susquehanna International Group, LLP 0.01% Reduce -84.4% 70,287 $5.7M
NBT Bank, N.A. 0.36% Reduce -2.1% 53,271 $5.6M
Insight Wealth Partners, LLC 2.29% Add +9.5% 68,284 $5.5M
Janney Montgomery Scott LLC 0.01% Reduce -4.2% 66,492 $5.4M
Fortis Capital Management LLC 0.70% Add +11.4% 65,685 $5.3M
Valmark Advisers, Inc. 0.07% Reduce -29.8% 65,662 $5.3M
Ballentine Partners, LLC 0.07% Reduce -1.1% 65,301 $5.3M
M&T Bank Corp 0.02% Add +1.0% 65,291 $5.3M
Balefire, LLC 1.01% Add +14.5% 64,585 $5.2M
Beirne Wealth Consulting Services, LLC 1.50% Add +5.3% 64,308 $5.2M
Sei Investments Co. 0.01% Reduce -83.7% 64,035 $5.2M
Pinebridge Investments LLC 0.04% — 63,893 $5.2M
Keybank National Association 0.02% Reduce -1.3% 63,712 $5.1M
Little Harbor Advisors, LLC 2.62% Reduce -9.0% 63,000 $5.1M
Washington Trust Advisors, Inc. 0.39% Reduce -0.9% 62,616 $5.0M
Acasta Partners UK LLP 25.67% — 62,230 $5.0M
CNO Financial Group, Inc. 2.83% New 62,000 $5.0M
Equitable Holdings, Inc. 0.03% Add +23.9% 61,976 $5.0M
Dakota Wealth Management 0.09% Add +281.2% 61,762 $5.0M
Daiwa Securities Group Inc. 0.02% Reduce -11.3% 60,750 $4.9M
Central Bank & Trust Co. 0.76% Add +0.6% 60,637 $4.9M
Kestra Private Wealth Services, LLC 0.06% Add +3.5% 60,591 $4.9M
Metropolitan Life Insurance Co 1.48% No change 60,500 $4.9M
Almitas Capital LLC 1.07% New 60,000 $4.8M
Elwood & Goetz Wealth Advisory Group, LLC 0.85% Add +34.6% 59,685 $4.8M
Lodestar Private Asset Management LLC 0.48% Add +11.5% 59,590 $4.8M
MorganRosel Wealth Management, LLC 1.20% Add +8.7% 59,251 $4.8M
Palogic Value Management, L.P. 2.05% Add +1.2% 58,844 $4.7M
Headlands Technologies LLC 0.39% New 58,206 $4.7M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.69% Add +569.0% 58,200 $4.7M
One Capital Management, LLC 0.14% Reduce -1.9% 57,461 $4.6M
Buska Wealth Management, LLC 1.71% Reduce -33.1% 57,370 $4.6M
Jones Financial Companies LLLP 0.00% Add +22.9% 56,725 $4.6M
Verdence Capital Advisors LLC 0.27% Add +1.1% 56,012 $4.5M
Balyasny Asset Management L.P. 0.01% New 55,983 $4.5M
Redhawk Wealth Advisors, Inc. 0.50% Add +20.4% 55,752 $4.5M
Spahn Wealth & Retirement LLC 2.76% Add +1.4% 55,213 $4.5M
IFG Advisors, LLC 0.74% Reduce -0.2% 54,845 $4.4M
Advyzon Investment Management, LLC 0.51% Add +118.1% 54,462 $4.4M
TD Private Client Wealth LLC 0.09% Reduce -4.1% 54,319 $4.4M
Blair William & Co. 0.01% Reduce -2.7% 54,137 $4.4M
VestGen Investment Management 2.41% Reduce -0.6% 53,821 $4.3M
Tidal Investments LLC 0.02% Reduce -25.6% 53,703 $4.3M
Summit Securities Group LLC 0.76% New 52,600 $4.2M
Federated Hermes, Inc. 0.01% Reduce -8.7% 52,391 $4.2M
New Age Alpha Advisors, LLC 0.18% Reduce -13.6% 51,707 $4.2M
Ironwood Financial, llc 0.70% Reduce -3.7% 50,938 $4.1M
Sterling Investment Advisors LLC 2.00% Add +5.5% 51,175 $4.1M
Capital Analysts, LLC 0.11% Add +378.1% 50,308 $4.1M
Global View Capital Management LLC 0.76% Reduce -40.0% 50,246 $4.1M
One William Street Capital Management, L.P. 9.44% New 50,000 $4.0M
Roundview Capital LLC 0.25% Add +0.4% 49,949 $4.0M
IFP Advisors, Inc 0.09% Reduce -25.7% 49,498 $4.0M
Parkside Financial Bank & Trust 0.30% Add +1.7% 49,459 $4.0M
Migdal Insurance & Financial Holdings Ltd. 0.03% Add +1.0% 49,093 $4.0M
Sagace Wealth Management LLC 2.66% Add +5.2% 48,492 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -13.5% 48,064 $3.9M
Personal Cfo Solutions, LLC 0.62% Add +0.6% 48,051 $3.9M
Rossby Financial, LCC 1.22% Add +5.6% 48,039 $3.9M
W1M Asset Management Ltd 0.04% New 46,362 $3.7M
Bessemer Group Inc. 0.01% Reduce -1.0% 45,985 $3.7M
SageView Advisory Group, LLC 0.12% Add +0.2% 45,478 $3.7M
Torrey-Payne Wealth Management, LLC 3.28% — 45,057 $3.7M
Cypress Wealth Services, LLC 0.51% Add +4.2% 45,304 $3.7M
Hilltop Holdings Inc. 0.22% Reduce -62.7% 45,219 $3.6M
EHP Funds Inc. 8.31% Reduce -10.0% 45,000 $3.6M
Sanctuary Advisors, LLC 0.02% Add +9.7% 44,882 $3.6M
Moss Adams Wealth Advisors LLC 0.26% Add +14.1% 44,728 $3.6M
Financial & Tax Architects, LLC 0.80% Add +2.3% 44,389 $3.6M
Scotia Capital Inc. 0.01% Reduce -15.7% 43,497 $3.5M
Corepath Wealth Partners LLC 2.33% Add +15.2% 42,962 $3.5M
Cim, LLC 0.45% Add +3.4% 42,802 $3.5M
Y.D. More Investments Ltd 0.16% Reduce -17.5% 42,400 $3.4M
J.W. Cole Advisors, Inc. 0.08% Add +5.9% 43,768 $3.4M
Nations Financial Group Inc, /Ia/ 0.18% Reduce -0.3% 42,052 $3.4M
CIBC Private Wealth Group LLC 0.01% Reduce -16.1% 41,967 $3.4M
Providence Capital Advisors, LLC 0.57% Add +3.6% 41,910 $3.4M
Rafferty Asset Management, LLC 0.01% Reduce -17.6% 41,761 $3.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +36.9% 41,492 $3.4M
Galvin, Gaustad & Stein, LLC 0.27% New 41,529 $3.3M
Atlanta Consulting Group Advisors, LLC 0.76% Add +5.1% 41,403 $3.3M
Allie Family Office LLC 1.54% Add +7.3% 41,009 $3.3M
LifePlan Investment Advisors, Inc. 1.33% Add +2.9% 40,513 $3.3M
Gladwyn Financial Advisors, Inc. 2.29% Add +4.4% 40,428 $3.3M
HMS Capital Management, LLC 1.34% Reduce -4.5% 40,312 $3.3M
Waverly Advisors, LLC 0.03% Reduce -3.1% 40,179 $3.2M
World Investment Advisors 0.05% Add +5.8% 40,170 $3.2M
Trek Financial, LLC 0.19% Reduce -5.0% 39,964 $3.2M
Invictus Private Wealth, LLC 0.19% Reduce -6.3% 38,967 $3.1M
McAdam, LLC 0.14% Reduce -4.5% 38,869 $3.1M
Laurel Oak Wealth Management, LLC 0.52% — 38,573 $3.1M
Proficio Capital Partners LLC 0.22% Add +938.1% 38,358 $3.1M
Jain Global LLC 0.03% New 37,930 $3.1M
Hall Capital Management Co. Inc. 1.18% Add +2.4% 37,778 $3.0M
Richardson Financial Services Inc. 0.98% Add +1.9% 37,756 $3.0M
Financial Alternatives, Inc 1.75% Reduce -0.2% 37,328 $3.0M
TD Waterhouse Canada Inc. 0.02% Add +7.1% 37,087 $3.0M
David J Yvars Group 1.59% Add +10.1% 37,052 $3.0M
NerdWallet Wealth Partners, LLC 1.33% Add +10.9% 36,731 $3.0M
Fiera Capital Corp 0.01% Reduce -4.2% 36,545 $2.9M
Meridian Wealth Management, LLC 0.10% Add +13.6% 36,507 $2.9M
BLB&B Advisors, LLC 0.12% Add +16.6% 36,137 $2.9M
Talisman Wealth Advisors LLC 2.26% Add +22.9% 62,316 $2.9M
Lifestyle Asset Management, Inc. 0.94% Add +36.4% 35,945 $2.9M
Mittelman Wealth Management 1.88% Add +2.0% 35,862 $2.9M
Vontobel Holding Ltd. 0.01% Add +0.6% 35,209 $2.8M
Pinnacle Financial Partners, Inc. 0.02% — 35,160 $2.8M
Prelude Capital Management, LLC 0.21% Add +66.4% 35,116 $2.8M
Bensler, LLC 0.28% Reduce -5.7% 35,051 $2.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.38% New 35,000 $2.8M
Payden & Rygel 0.20% New 34,867 $2.8M
SevenBridge Financial Group, LLC 0.45% Add +19.2% 34,548 $2.8M
HFG Advisors, Inc. 1.98% Add +6.9% 33,939 $2.7M
Atria Investments, Inc 0.03% Reduce -3.4% 33,816 $2.7M
OneDigital Investment Advisors LLC 0.03% Reduce -0.9% 33,207 $2.7M
Transamerica Financial Advisors, LLC 0.22% Reduce -3.2% 33,150 $2.7M
Aptus Capital Advisors, LLC 0.02% Reduce -7.7% 32,840 $2.6M
Beacon Pointe Advisors, LLC 0.02% Add +6.2% 32,817 $2.6M
T. Rowe Price Associates Inc. 0.00% New 32,750 $2.6M
Dynamic Advisor Solutions LLC 0.08% Reduce -11.6% 32,690 $2.6M
AE Wealth Management LLC 0.01% Add +10.4% 32,433 $2.6M
Kingsview Wealth Management, LLC 0.04% Add +13.4% 32,339 $2.6M
AssuredPartners Investment Advisors, LLC 0.39% Add +138.0% 32,304 $2.6M
Financial Partners Group, Inc 0.30% Add +12.6% 31,958 $2.6M
Boston Research & Management Inc. 0.59% Add +0.7% 31,992 $2.6M
Private Advisory Group LLC 0.20% Add +7.8% 31,676 $2.6M
Capricorn Fund Managers Ltd 0.61% Reduce -0.1% 31,308 $2.5M
Advisors Preferred, LLC 0.41% Add +19.1% 31,216 $2.5M
&partners 0.01% Add +1.5% 31,229 $2.5M
Burns J W & Co. Inc. 0.28% Add +27.0% 31,042 $2.5M
Sykon Capital LLC 0.80% Reduce -25.2% 30,949 $2.5M
Beta Wealth Group, Inc. 1.00% Reduce -2.3% 30,949 $2.5M
Simplex Trading, LLC 0.07% New 30,347 $2.4M
Nomura Asset Management Co. Ltd. 0.01% No change 30,268 $2.4M
City Holding Co. 0.30% Add +10.6% 30,156 $2.4M
Graham Capital Management, L.P. 0.12% New 30,100 $2.4M
Arch Capital Group LTD. 0.83% No change 30,000 $2.4M
Oasis Advisors, LLC 1.28% — 29,940 $2.4M
FineMark National Bank & Trust 0.08% Add +1.1% 29,858 $2.4M
Guardian Capital LP 0.07% No change 29,500 $2.4M
Prudential PLC 0.02% Add +141.1% 29,410 $2.4M
Belpointe Asset Management LLC 0.09% Reduce -10.5% 29,358 $2.4M
Wealth Watch Advisors, INC 0.87% Reduce -0.0% 29,199 $2.4M
Prime Capital Investment Advisors, LLC 0.03% Reduce -21.3% 29,141 $2.3M
Allstreet Capital Advisors LLC 1.67% — 28,657 $2.3M
Russell Investments Group, Ltd. 0.00% Add +45.0% 28,631 $2.3M
Steward Partners Investment Advisory, LLC 0.01% Add +0.2% 28,625 $2.3M
Guardian Capital, LLC 2.06% — 28,543 $2.3M
Sowell Financial Services LLC 0.08% Add +4.8% 28,419 $2.3M
Exit Wealth Advisors, LLC. 1.35% New 28,320 $2.3M
Emergent Wealth Advisors, LLC 1.27% Reduce -25.4% 28,036 $2.3M
BKM Wealth Management, LLC 0.82% Reduce -7.5% 27,976 $2.3M
FOCUS Wealth Advisors, LLC 1.04% Add +0.8% 27,715 $2.2M
Frank, Rimerman Advisors LLC 0.14% No change 27,673 $2.2M
AtlasMark Financial, Inc 1.42% Reduce -10.4% 27,304 $2.2M
Mandatum Life Insurance Co Ltd 0.50% No change 27,237 $2.2M
Pacer Advisors, Inc. 0.01% No change 27,002 $2.2M
Hancock Whitney Corp. 0.04% Add +6.0% 26,979 $2.2M
Cibc World Market Inc. 0.00% Add +10.9% 26,956 $2.2M
Wealthcare Advisory Partners LLC 0.04% Add +7.3% 26,911 $2.2M
Global Endowment Management, LP 0.27% No change 26,715 $2.2M
PNC Financial Services Group, Inc. 0.00% Add +3.0% 26,673 $2.2M
Prosperity Consulting Group, LLC 0.10% Reduce -1.4% 26,630 $2.1M
Ranch Capital Advisors Inc. 0.79% Add +3.3% 26,630 $2.1M
NewEdge Advisors, LLC 0.01% Add +112.7% 26,539 $2.1M
Global Trust Wealth Management LLC 1.58% — 26,401 $2.1M
DV Trading LLC 0.18% — 26,115 $2.1M
Heritage Wealth Management, Inc. 1.35% Add +7.4% 25,908 $2.1M
Neumann Capital Management, LLC 0.60% Reduce -1.7% 25,717 $2.1M
New England Asset Management Inc. 0.28% Reduce -47.8% 25,470 $2.1M
Virtus Fixed Income Advisers, LLC 1.73% Add +4.2% 25,468 $2.1M
Simplicity Wealth,LLC 0.12% Reduce -28.4% 25,343 $2.0M
L & S Advisors Inc 0.21% New 25,246 $2.0M
Ramiah Investment Group 1.76% Add +9.2% 25,213 $2.0M
Symetra Investment Management Co 0.36% Add +24960.0% 25,060 $2.0M
D.A. Davidson & Co. 0.01% Add +15.3% 25,024 $2.0M
Clear Creek Financial Management, LLC 0.16% Reduce -13.3% 24,594 $2.0M
Covenant Partners, LLC 0.58% No change 24,562 $2.0M
Continuum Advisory, LLC 0.20% Add +24.2% 24,330 $2.0M
Nvwm, LLC 0.43% Reduce -4.5% 24,245 $2.0M
Ramsey Quantitative Systems 1.76% New 24,000 $1.9M
Florin Court Capital LLP 2.68% Reduce -12.4% 23,900 $1.9M
Oppenheimer & Co. Inc. 0.03% Reduce -12.4% 23,554 $1.9M
Ieq Capital, LLC 0.01% Add +36.5% 23,343 $1.9M
Prospera Financial Services Inc 0.03% Add +0.9% 22,835 $1.8M
Plan Group Financial, LLC 0.47% Reduce -36.8% 22,281 $1.8M
1ST Source Bank 0.09% No change 21,970 $1.8M
Nwam LLC 0.10% Reduce -1.4% 21,821 $1.8M
Grey Fox Wealth Advisors, LLC 0.36% Reduce -0.3% 21,855 $1.8M
Bellecapital International Ltd. 0.31% Add +1.8% 21,659 $1.7M
LVZ, Inc. 0.19% Reduce -27.9% 21,451 $1.7M
GeoWealth Management, LLC 0.06% Add +10.0% 21,249 $1.7M
Perennial Investment Advisors, LLC 0.13% Add +1.4% 20,947 $1.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -68.1% 20,870 $1.7M
Range Advisory, LLC 0.43% — 20,865 $1.7M
Worth Asset Management, LLC 0.71% Reduce -79.6% 20,843 $1.7M
Fell Capital Management 1.62% — 20,635 $1.7M
Coign Capital Advisors LLC 0.87% Add +1.2% 20,576 $1.7M
Richard W. Paul & Associates, LLC 0.55% Reduce -14.4% 20,483 $1.7M
Wellington Management Group LLP 0.00% Reduce -96.9% 20,475 $1.7M
Aspiriant, LLC 0.05% Add +100.4% 20,372 $1.6M
EP Wealth Advisors, LLC 0.01% — 20,047 $1.6M
Stone Summit Wealth LLC 0.44% Reduce -4.1% 20,022 $1.6M
Sierra Capital LLC 0.17% Add +0.3% 19,993 $1.6M
Avion Wealth 0.33% Add +1649.5% 19,769 $1.6M
National Bank of Canada 0.00% Reduce -4.5% 19,674 $1.6M
Sunbeam Capital Management, LLC 0.93% Reduce -1.3% 19,474 $1.6M
Redmont Wealth Advisors LLC 2.35% Add +28.2% 19,251 $1.6M
Insigneo Advisory Services, LLC 0.11% Add +49.4% 19,152 $1.5M
Asset Allocation & Management Company, LLC 0.62% No change 19,130 $1.5M
Concurrent Investment Advisors, LLC 0.02% Add +28.1% 19,086 $1.5M
Ironwood Investment Counsel, LLC 0.21% Reduce -6.4% 18,869 $1.5M
Prostatis Group LLC 0.36% Add +1.1% 18,833 $1.5M
Sunbelt Securities, Inc. 0.10% Add +16.3% 18,778 $1.5M
Qube Research & Technologies Ltd 0.00% Reduce -88.8% 18,754 $1.5M
Vertex Investment Solutions Co., Ltd. 1.50% — 18,700 $1.5M
Betterment LLC 0.00% Reduce -5.4% 18,476 $1.5M
Integrated Capital Management, LLC 0.64% Reduce -0.2% 18,477 $1.5M
Provenance Wealth Advisors, LLC 0.16% New 18,428 $1.5M
Park Square Financial Group, LLC 8.72% Reduce -18.9% 18,682 $1.5M
Towerpoint Wealth, LLC 0.57% Reduce -4.0% 17,921 $1.4M
Topor & Co. Korea 1.07% — 17,665 $1.4M
Waystone Advisors LLC 1.22% — 17,611 $1.4M
Maven Securities LTD 0.18% No change 17,600 $1.4M
CreativeOne Wealth, LLC 0.03% Add +84.2% 17,563 $1.4M
Rwa Wealth Partners, LLC 0.02% Reduce -9.3% 17,542 $1.4M
MetLife Investment Management, LLC 0.01% New 17,500 $1.4M
Florida Trust Wealth Management Co 0.04% Reduce -2.6% 17,327 $1.4M
FMR LLC 0.00% Add +120.0% 17,272 $1.4M
VestGen Advisors, LLC 0.06% Add +28.2% 16,933 $1.4M
Soltis Investment Advisors LLC 0.09% Reduce -19.3% 16,795 $1.4M
Edge Financial Advisors LLC 0.57% Reduce -9.2% 16,702 $1.3M
Stirlingshire Investments, Inc. 1.19% — 16,573 $1.3M
Snowden Capital Advisors LLC 0.03% Add +48.5% 16,392 $1.3M
Virtue Capital Management, LLC 0.20% Add +20.3% 16,274 $1.3M
Islay Capital Management, LLC 0.78% Add +3.2% 16,270 $1.3M
Midwest Trust Co 0.02% Add +6.0% 16,203 $1.3M
Odyssey Capital Advisors, Inc. 1.16% — 16,151 $1.3M
Arkadios Wealth Advisors 0.03% Add +8.4% 16,088 $1.3M
Dimension Capital Management LLC 0.18% Reduce -1.0% 16,058 $1.3M
Sterling Investment Counsel, LLC 0.37% New 16,381 $1.3M
Concord Investment Counsel Inc. 0.42% Reduce -4.4% 15,888 $1.3M
SWS Partners 0.31% Add +1.7% 15,710 $1.3M
Lanark Financial, Inc. 0.10% Reduce -1.0% 15,701 $1.3M
Endeavor Private Wealth, Inc. 0.36% Add +10.9% 15,621 $1.3M
Coastline Trust Co 0.12% Reduce -5.4% 15,579 $1.3M
SFG Wealth Management, LLC. 0.48% No change 15,189 $1.2M
Strategic Blueprint, LLC 0.07% Add +3.8% 15,119 $1.2M
Cadent Capital Advisors, LLC 0.32% Reduce -1.6% 15,004 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Add +51.2% 14,718 $1.2M
Whittier Trust Co. 0.01% No change 14,514 $1.2M
Global Assets Advisory, LLC 0.33% Reduce -27.9% 14,460 $1.2M
Maridea Wealth Management LLC 0.17% Add +1.3% 14,277 $1.2M
Clearstead Advisors, LLC 0.01% Add +2.1% 14,255 $1.1M
Joseph P. Lucia & Associates, LLC 0.41% Add +2.9% 14,225 $1.1M
CacheTech Inc. 0.21% Add +32.5% 14,169 $1.1M
Omnitrust Wealth Management, Inc 1.45% — 14,111 $1.1M
Trilogy Capital Inc. 0.05% No change 14,094 $1.1M
Vericrest Private Wealth 1.01% — 14,070 $1.1M
Pinnacle Associates Ltd. 0.01% Reduce -9.8% 14,054 $1.1M
Leeward Financial Partners, LLC 0.32% Add +0.7% 13,934 $1.1M
Westwood Holdings Group Inc. 0.01% Add +53.8% 13,907 $1.1M
Koshinski Asset Management, Inc. 0.07% Reduce -14.2% 13,790 $1.1M
Birch Financial Group, LLC 0.63% Add +6.0% 13,734 $1.1M
Flagstar Securities, Inc. 0.37% Reduce -2.5% 13,675 $1.1M
First Interstate Bank 0.06% No change 13,614 $1.1M
Elk River Wealth Management LLC 0.18% Add +32.8% 13,759 $1.1M
ShoreHaven Wealth Partners, LLC 0.39% Reduce -0.1% 13,341 $1.1M
Avantax Planning Partners, Inc. 0.03% Reduce -0.9% 13,329 $1.1M
Objective Capital Management, LLC 1.09% Reduce -6.4% 13,321 $1.1M
Burke & Herbert Bank & Trust Co. 0.29% Reduce -29.1% 13,178 $1.1M
Jacobi Capital Management LLC 0.06% Reduce -6.6% 13,158 $1.1M
Venture Visionary Partners LLC 0.03% Add +2.4% 13,149 $1.1M
Arrow Investment Advisors, LLC 1.18% No change 13,130 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -44.4% 13,113 $1.1M
Ariadne Wealth Management, LP 0.43% No change 13,000 $1.1M
AlTi Global, Inc. 0.02% Reduce -7.0% 12,990 $1.0M
Prossimo Advisors, LLC 6.71% No change 12,929 $1.0M
Renaissance Technologies 0.00% New 12,900 $1.0M
Belvedere Trading LLC 0.19% New 12,874 $1.0M
GWN Securities Inc. 0.21% Add +9.6% 12,731 $1.0M
Arete Wealth Advisors, LLC 0.07% Add +6.2% 12,625 $1.0M
Avior Wealth Management, LLC 0.03% Add +48.5% 12,598 $1.0M
TT Capital Management LLC 0.81% Reduce -0.2% 12,593 $1.0M
Private Trust Co. NA 0.09% Add +8.0% 12,576 $1.0M
Discovery Capital Management, LLC / CT 0.06% New 12,566 $1.0M
Rehmann Capital Advisory Group 0.05% Reduce -9.6% 12,432 $1.0M
United Advisor Group, LLC 0.13% Add +0.0% 12,423 $1.0M
Telos Capital Management, Inc. 0.09% Reduce -0.7% 12,373 $998K
Vicus Capital 0.07% Reduce -25.2% 12,358 $996K
Argyle Capital Partners, LLC 0.72% Reduce -7.0% 12,302 $992K
Lido Advisors, LLC 0.00% Reduce -74.5% 12,206 $990K
Stratos Wealth Partners, LTD. 0.01% Add +2.0% 12,263 $989K
WASHINGTON TRUST Co 0.03% Add +4.3% 12,145 $979K
Rialto Wealth Management, LLC 0.23% Reduce -15.0% 12,044 $971K
Howland Capital Management LLC 0.04% No change 11,949 $963K
Kingswood Wealth Advisors, LLC 0.05% Add +10.8% 11,892 $959K
Calton & Associates, Inc. 0.14% Add +11.5% 11,654 $940K
Narus Financial Partners, LLC 0.26% Reduce -0.4% 11,582 $934K
Sandro Wealth Management LLC 0.77% — 11,564 $932K
Gladstone Institutional Advisory LLC 0.03% Reduce -2.9% 11,268 $909K
HBK Sorce Advisory LLC 0.02% Reduce -33.3% 11,105 $897K
Activest Wealth Management 0.17% Reduce -3.8% 11,107 $896K
Visionary Wealth Advisors 0.04% Add +11.5% 11,104 $895K
Diversified Enterprises, LLC 0.05% Add +145.4% 11,101 $895K
Ausdal Financial Partners, Inc. 0.04% Reduce -58.3% 11,027 $889K
Adams Wealth Management 0.19% Add +3.1% 11,023 $889K
UNIVEST FINANCIAL Corp 0.05% New 10,971 $885K
SeaCrest Wealth Management, LLC 0.09% Add +0.4% 10,909 $882K
Diversify Advisory Services, LLC 0.03% Reduce -22.3% 10,828 $878K
Citizens & Northern Corp. 0.22% Add +54.2% 10,822 $873K
Independent Financial Group, LLC 0.02% Reduce -2.5% 10,718 $864K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -21.3% 10,545 $850K
MAI Capital Management 0.00% Reduce -2.4% 10,395 $838K
Portfolio Strategies, Inc. 0.10% Reduce -50.6% 10,190 $822K
Gryphon Financial Partners LLC 0.09% Add +5.4% 10,170 $820K
Barden Capital Management, Inc. 0.67% Add +9.5% 10,139 $817K
Pinion Investment Advisors, LLC 0.20% Add +0.6% 10,128 $817K
Arax Advisory Partners 0.02% New 10,075 $813K
AdvisorNet Financial, Inc 0.04% Reduce -3.6% 10,013 $807K
Red Door Wealth Management, LLC 0.08% Add +0.2% 9,997 $806K
CIBC Asset Management Inc 0.00% Add +42.2% 9,983 $805K
Daiichi Life Insurance Co., Ltd. 0.02% Add +37.7% 9,935 $801K
Valtrion Capital Management, LLC 0.80% Add +11.7% 9,932 $801K
Advisor OS, LLC 0.06% New 9,886 $797K
Thrive Capital Management, LLC 0.18% Reduce -1.2% 9,810 $791K
Mgo One Seven LLC 0.02% Reduce -45.5% 9,805 $791K
Copia Wealth Management 0.56% Add +0.2% 9,760 $787K
Rooted Wealth Advisors, Inc. 0.22% Add +25.0% 9,707 $783K
Invesco Ltd. 0.00% Reduce -75.6% 9,552 $770K
Old National Bancorp 0.01% Add +3.6% 9,462 $763K
Centennial Wealth Advisory LLC 0.20% Reduce -9.5% 9,454 $762K
Washington Trust Bank 0.05% Add +3.4% 9,302 $750K
Wick Capital Partners, LLC 0.13% No change 9,272 $748K
Cosner Financial Group, LLC 0.38% Add +1.6% 9,230 $744K
Farmers & Merchants Trust Co of Chambersburg PA 0.21% Add +20.1% 9,179 $740K
BTG Pactual Asset Management US LLC 0.08% Add +11.1% 9,099 $734K
Sigma Planning Corp 0.02% Reduce -7.8% 9,092 $733K
Perigon Wealth Management, LLC 0.01% Reduce -0.8% 9,054 $730K
Zevin Asset Management LLC 0.10% New 9,023 $728K
Owen LaRue, LLC 0.28% Reduce -28.3% 9,010 $727K
Captrust Financial Advisors 0.00% Reduce -4.9% 8,929 $720K
EverSource Wealth Advisors, LLC 0.03% Reduce -8.3% 8,869 $715K
Argonautica Private Wealth Management, Inc. 0.21% Reduce -0.0% 8,799 $709K
StoneX Group Inc. 0.03% Add +48.3% 8,731 $704K
AmeriServ Wealth Advisors 0.41% Add +2.8% 8,685 $700K
PFG Advisors 0.03% Reduce -49.5% 8,682 $700K
Petix & Botte Co 0.16% Reduce -25.6% 8,670 $699K
Wincap Financial LLC 0.48% Add +8.6% 8,627 $696K
Integrity Alliance, Llc. 0.03% Reduce -0.6% 8,521 $687K
Woodward Diversified Capital, LLC 0.31% Reduce -33.8% 8,446 $681K
Single Point Partners, LLC 0.13% Add +0.2% 8,415 $678K
Lexington Hill Partners, LLC 0.51% — 8,333 $672K
Davies Financial Advisors, Inc. 1.24% Reduce -69.6% 8,318 $671K
MKD Wealth Coaches, LLC 0.67% Reduce -0.1% 8,314 $670K
Fortis Group Advisors, LLC 0.11% Add +202.3% 8,191 $664K
Fortis Capital Advisors, LLC 0.10% Add +3.0% 8,231 $664K
Level Four Advisory Services, LLC 0.02% Add +0.6% 8,230 $664K
KFA Private Wealth Group, LLC 0.16% Reduce -0.7% 8,201 $661K
Accredited Investors Inc. 0.03% No change 8,150 $657K
Arkos Global Advisors 0.08% Reduce -8.5% 8,147 $657K
Heritage Oak Wealth Advisors LLC 0.24% Reduce -44.0% 8,131 $656K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -16.7% 8,030 $647K
Accurate Wealth Management, LLC 0.08% Add +11.5% 7,983 $647K
Cedrus Wealth Group LLC 0.60% — 8,017 $646K
Yorktown Management & Research Co Inc 0.52% No change 8,000 $645K
Creative Planning 0.00% Reduce -10.3% 7,946 $641K
Alliance Wealth Advisors, LLC 0.14% Reduce -38.5% 7,943 $640K
Summit Wealth Partners, LLC 0.12% Reduce -15.2% 7,913 $638K
Bar Harbor Wealth Management 0.04% Reduce -1.0% 7,900 $637K
Benjamin Edwards Inc. 0.01% Add +24.6% 7,878 $635K
Westwood Wealth Management 0.48% New 7,845 $633K
Lionshead Wealth Management, LLC 0.48% Reduce -13.7% 7,845 $633K
CV Advisors LLC 0.16% No change 7,821 $631K
Focus Financial Network, Inc. 0.02% Reduce -3.4% 7,802 $629K
Geneos Wealth Management Inc. 0.02% Add +3.0% 7,798 $629K
Sonata Capital Group Inc. 0.22% No change 7,635 $616K
Victory Financial Group, LLC 0.08% Reduce -60.1% 7,626 $615K
Money Concepts Capital Corp. 0.03% Add +86.6% 7,602 $613K
Sax Wealth Advisors, LLC 0.03% Reduce -4.1% 7,520 $606K
Great Valley Advisor Group, Inc. 0.01% Add +67.2% 7,433 $599K
Webster Bank, N. A. 0.06% Add +2.4% 7,353 $593K
Commerce Bank 0.00% Add +5.9% 7,339 $592K
Bridgewater Associates 0.00% No change 7,334 $591K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Reduce -1.8% 7,255 $585K
Daybright Advisory Services, Inc. 0.16% — 7,255 $585K
Sterling Wealth Management, Inc. 0.17% No change 7,198 $580K
Bryn Mawr Trust Advisors, LLC 0.03% New 7,148 $576K
PKS Advisory Services, LLC 0.13% Add +1.3% 7,085 $571K
Cabana LLC 4.18% New 6,923 $558K
Proathlete Wealth Management LLC 0.15% No change 6,899 $556K
CoreCap Advisors, LLC 0.02% Reduce -75.5% 6,858 $553K
Garrison Point Advisors, LLC 0.24% Add +28.9% 6,649 $536K
Chicago Partners Investment Group LLC 0.01% Reduce -47.0% 6,543 $531K
Fortress Financial Solutions, LLC 0.54% Add +8.3% 6,558 $529K
Box Hill Private Wealth LLC 0.53% — 6,526 $526K
Diversify Wealth Management, LLC 0.02% Add +38.6% 6,457 $523K
Ellenbecker Investment Group 0.07% Add +1.1% 6,475 $522K
Dearborn Partners LLC 0.03% Add +8.9% 12,176 $522K
Oldfather Financial Services, LLC 0.16% No change 6,471 $522K
Gotham Asset Management 0.00% No change 6,416 $517K
City Center Advisors, LLC 0.47% Add +29.8% 6,389 $515K
Rik Saylor Financial, Inc. 0.38% Reduce -0.0% 6,380 $514K
Cohen Investment Advisors LLC 0.24% No change 6,349 $512K
Granville Capital, Inc. 0.27% — 6,340 $511K
White Pine Capital LLC 0.14% Add +41.5% 6,327 $510K
Wealthspire Advisors, LLC 0.00% Reduce -57.8% 6,306 $508K
Tolleson Wealth Management, Inc. 0.07% Reduce -1.1% 6,301 $508K
White Lighthouse Investment Management Inc. 0.07% Add +49.6% 6,294 $507K
Manning & Napier Advisors LLC 0.01% Add +3.4% 6,246 $504K
AlphaCore Capital LLC 0.01% Add +70.7% 6,202 $500K
BG Investment Services, LLC 0.44% Reduce -9.5% 6,157 $496K
Primoris Wealth Advisors, LLC 0.30% New 6,150 $496K
Natixis 0.00% Reduce -16.5% 6,135 $495K
Consilium Wealth Advisory, LLC 0.18% No change 6,067 $489K
Verus Capital Partners, LLC 0.03% Add +34.4% 6,056 $488K
TruNorth Capital Management, LLC 0.09% No change 6,015 $485K
Perkins Coie Trust Co 0.09% New 5,984 $482K
Aft, Forsyth & Company, Inc. 0.21% New 5,977 $482K
Patriot Investment Management Group, Inc. 0.03% No change 5,972 $482K
Navis Wealth Advisors, LLC 0.20% New 5,966 $481K
American Wealth Advisors, LLC 0.47% Add +1.9% 5,956 $480K
Aua Capital Management, LLC 0.24% No change 5,947 $480K
First Growth Capital LLC 0.42% — 5,916 $478K
Harbour Investments, Inc. 0.01% Add +22.3% 5,912 $477K
Chapin Davis, Inc. 0.11% Add +1.0% 5,893 $475K
5T Wealth, LLC 0.19% Add +15.7% 5,890 $475K
Dynamic Financial Group 0.40% No change 5,886 $475K
Olde Wealth Management, LLC 0.14% Reduce -0.1% 5,802 $467K
Traynor Capital Management, Inc. 0.03% Reduce -3.2% 5,739 $463K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -0.0% 5,729 $462K
Rockport Wealth LLC 0.09% New 5,622 $453K
Wesbanco Bank Inc. 0.01% Add +3.9% 5,613 $453K
Brookstone Capital Management 0.01% Add +3.5% 5,612 $452K
Everhart Financial Group, Inc. 0.04% Add +25.7% 5,585 $450K
AEGON USA Investment Management, LLC 0.40% No change 5,575 $450K
Composition Wealth, LLC 0.01% Reduce -3.2% 5,559 $448K
SigFig Wealth Management, LLC 0.01% Reduce -0.6% 5,553 $448K
Encompass More Asset Management 0.08% New 5,552 $448K
PFG Investments, LLC 0.02% Reduce -7.5% 5,552 $448K
Empower Advisory Group, LLC 0.00% Add +45.0% 5,525 $445K
O'ROURKE & COMPANY, Inc 0.17% Add +6.2% 5,525 $445K
Rossmore Private Capital 0.04% Add +3.9% 5,524 $445K
Rathbones Group PLC 0.00% Reduce -0.4% 5,501 $444K
WMG Financial Advisors, LLC 0.18% No change 5,496 $443K
Point Nemo Capital, LLC 0.44% — 5,459 $440K
Kovack Advisors, Inc. 0.02% Add +86.5% 5,407 $436K
Dymon Asia Capital (singapore) Pte. LTD. 0.10% New 5,400 $435K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% Add +38.8% 5,377 $434K
Daymark Wealth Partners, LLC 0.01% Reduce -1.6% 5,346 $431K
Axis Wealth Partners, LLC 0.24% Reduce -40.3% 5,335 $430K
Jefferies Financial Group Inc. 0.00% New 5,292 $427K
Joseph Group Capital Management 0.11% Reduce -6.2% 5,252 $423K
Guardian Partners Inc. 0.03% Add +9.1% 5,252 $423K
Exencial Wealth Advisors, LLC 0.01% Add +16.4% 5,193 $419K
Fairview Capital Investment Management, LLC 0.02% Reduce -11.1% 5,184 $418K
Susquehanna Advisors Group, Inc. 0.02% No change 5,184 $418K
Graetz Wealth LLC 0.38% — 5,119 $413K
10Elms LLP 0.43% Reduce -0.6% 5,085 $410K
Pennington Partners & Co., LLC 0.16% Reduce -5.8% 5,052 $407K
Avidian Wealth Enterprises, LLC 0.01% Reduce -34.5% 5,039 $406K
Haverford Trust Co 0.00% No change 5,023 $405K
Colonial Trust Co / SC 0.05% Reduce -29.4% 5,009 $404K
E&G Advisors, LLC 0.09% Reduce -1.0% 5,000 $403K
Stratos Wealth Advisors, LLC 0.02% Add +1.1% 4,995 $403K
Mayflower Financial Advisors, LLC 0.05% Reduce -9.8% 4,959 $400K
Omega Financial Group, LLC 0.13% Add +3.9% 4,939 $398K
Crestwood Advisors Group, LLC 0.01% No change 4,927 $397K
Silverleafe Capital Partners, LLC 0.12% New 4,898 $395K
EFG International AG 0.01% — 4,804 $387K
Stewardship Advisors, LLC 0.09% Add +3.7% 4,801 $387K
Banta Asset Management LP 0.35% — 4,765 $384K
Fi3 FINANCIAL ADVISORS, LLC 0.12% New 4,739 $382K
DAVENPORT & Co LLC 0.00% Add +7.5% 4,738 $382K
RPg Family Wealth Advisory, LLC 0.08% Reduce -6.8% 4,714 $380K
Debussy Capital Management LP 0.05% No change 4,711 $380K
Hillcrest Wealth Advisors - NY, LLC 0.16% Add +38.2% 4,700 $379K
Silver Oak Securities, Incorporated 0.03% Reduce -2.1% 4,693 $379K
MBL Wealth, LLC 0.03% Add +11.6% 4,665 $376K
Capital Investment Advisors, LLC 0.01% Reduce -4.4% 4,639 $374K
Noesis Capital Mangement Corp. 0.05% Reduce -12.8% 4,626 $373K
Modera Wealth Management, LLC 0.00% Reduce -0.2% 4,609 $372K
Two Sigma Investments, LP 0.00% New 4,538 $366K
KMG Fiduciary Partners, LLC 0.03% Reduce -73.9% 4,528 $365K
Mann Financial Group, Inc. 0.35% Add +33.5% 4,464 $360K
Wagner Wealth Management, Corp 0.35% — 4,433 $357K
Annex Advisory Services, LLC 0.01% Reduce -3.1% 4,408 $355K
Dorsey Wright & Associates 0.08% Reduce -8.9% 4,393 $354K
New England Private Wealth Advisors LLC 0.04% No change 4,389 $354K
Clear Investment Research, LLC 0.58% Reduce -33.7% 4,319 $348K
Picton Mahoney Asset Management 0.00% No change 4,290 $346K
Alaska Permanent Fund Corp 0.02% No change 4,264 $346K
IHT Wealth Management, LLC 0.01% Reduce -8.5% 4,269 $344K
Prosperity Wealth Management, Inc. 0.11% No change 4,263 $344K
Berkeley Capital Partners, LLC 0.08% Add +2.1% 4,238 $342K
Regions Financial Corp. 0.00% Reduce -2.1% 4,191 $338K
New World Advisors LLC 0.06% Reduce -13.1% 4,182 $337K
Red Wave Investments LLC 0.10% No change 4,155 $335K
American Financial Advisors, LLC 0.04% Reduce -12.8% 4,108 $331K
Concorde Asset Management, LLC 0.13% Reduce -5.2% 4,091 $330K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -51.5% 4,087 $330K
Barrett & Company, Inc. 0.11% Add +0.9% 4,070 $328K
SVB Wealth LLC 0.02% Reduce -15.3% 4,061 $327K
Savvy Advisors, Inc. 0.01% New 4,029 $325K
Kestra Investment Management, LLC 0.01% Add +13.7% 3,954 $319K
First Horizon Corp. 0.01% No change 3,919 $316K
Spire Wealth Management 0.01% Add +1.2% 3,907 $315K
Moneta Group Investment Advisors LLC 0.00% Add +6.3% 3,889 $314K
Golden State Wealth Management, LLC 0.03% No change 3,873 $312K
RAM Investment Partners, LLC 0.06% Add +7.0% 3,865 $312K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -55.5% 3,851 $310K
Fortitude Advisory Group L.L.C. 0.13% Add +4.1% 3,848 $310K
Sagespring Wealth Partners, LLC 0.01% Reduce -2.7% 3,843 $310K
MMBG Investment Advisors Co. 0.03% No change 3,825 $308K
Smartleaf Asset Management LLC 0.01% Add +154.2% 3,813 $308K
Van Diest Capital, LLC 0.46% — 3,792 $306K
17 Capital Partners, LLC 0.16% Add +18.0% 3,781 $305K
Arwa LLC 0.18% — 3,770 $304K
Caldwell Trust Co 0.03% Reduce -2.1% 3,764 $303K
FWG Holdings, LLC 0.12% Reduce -66.2% 3,738 $303K
Madden Advisory Services, Inc. 0.12% Add +3.1% 3,752 $303K
Mma Asset Management LLC 0.11% Reduce -21.0% 3,718 $300K
Independent Wealth Advisors LLC 0.31% — 3,718 $300K
Horst & Graben Wealth Management LLC 0.04% Reduce -10.6% 3,703 $299K
Cary Street Partners Financial LLC 0.01% Reduce -9.2% 3,678 $297K
Yeomans Consulting Group, Inc. 0.09% Add +1.1% 3,669 $296K
Seven Mile Advisory 0.05% Reduce -0.5% 3,636 $293K
GK Wealth Management LLC 0.21% Reduce -4.5% 3,626 $292K
West Wealth Group, LLC 0.06% Add +0.3% 3,613 $291K
IFG Advisory, LLC 0.01% Add +1.6% 3,606 $291K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.6% 3,577 $288K
Steinberganna Wealth Management 0.13% Add +0.8% 3,572 $288K
Quest 10 Wealth Builders, Inc. 0.26% Reduce -5.8% 3,560 $287K
Avory & Company, LLC 0.18% Reduce -12.3% 3,547 $286K
Coston, McIsaac & Partners 0.07% Reduce -17.3% 3,561 $286K
CCG Wealth Management, LLC 0.12% New 3,539 $285K
Sequoia Financial Advisors, LLC 0.00% Reduce -14.3% 3,536 $285K
Beacon Financial Group 0.03% Reduce -12.8% 3,525 $284K
Cardiff Park Advisors, LLC 0.02% Add +1.9% 3,509 $283K
Braeburn Wealth Management LLC 0.14% — 3,500 $282K
Global Trust Asset Management, LLC 0.11% Reduce -16.2% 3,467 $280K
Silver Grove Financial Group, Inc. 0.24% No change 3,441 $279K
AMG National Trust Bank 0.01% No change 3,437 $277K
Atlas Private Wealth Advisors 0.06% Reduce -3.3% 3,420 $276K
Independent Wealth Network Inc. 0.08% Add +3.2% 3,414 $275K
Cladis Investment Advisory, LLC 0.15% No change 3,400 $274K
Peoples Bank 0.27% Reduce -10.0% 3,390 $273K
Performance Wealth Partners, LLC 0.01% Reduce -1.5% 3,375 $272K
Risk Paradigm Group, LLC 0.26% — 3,374 $272K
Triton Wealth Management, PLLC 0.10% New 3,308 $267K
Invested Advisors 0.28% Reduce -9.4% 3,294 $266K
Forefront Analytics, LLC 0.23% Add +1.9% 3,290 $265K
Chesapeake Wealth Management 0.08% Reduce -11.7% 3,254 $262K
Sage Mountain Advisors LLC 0.01% No change 3,247 $262K
Cyndeo Wealth Partners, LLC 0.01% Reduce -5.6% 3,244 $262K
Mission Creek Capital Partners, Inc. 0.05% Add +0.1% 3,238 $261K
West Branch Capital LLC 0.07% Reduce -22.5% 3,225 $260K
Factor Wealth Management LTD 0.06% Add +1.7% 3,220 $260K
Rothschild Investment LLC 0.01% Add +21.8% 3,212 $259K
RDA Financial Network 0.06% Add +6.7% 3,199 $258K
Financial Strategies Group, Inc. 0.05% No change 3,176 $257K
Portside Wealth Group, LLC 0.03% Reduce -22.4% 3,184 $257K
Sovereign Financial Group, Inc. 0.05% Reduce -2.4% 3,171 $256K
Compass Capital Corp. /Ma/ 0.10% New 3,152 $255K
McGlone Suttner Wealth Management, Inc. 0.03% No change 3,137 $253K
Howard Wealth Management, LLC 0.11% Add +3.9% 3,131 $253K
Navigation Wealth Management, Inc. 0.37% Add +6.2% 3,124 $252K
First National Bank of Omaha 0.01% New 3,100 $250K
ProVise Management Group, LLC 0.02% Reduce -14.9% 3,070 $248K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +6.5% 3,063 $247K
Centaurus Financial, Inc. 0.01% Add +79.4% 3,048 $246K
Signaturefd, LLC 0.00% Add +1.4% 3,048 $246K
Bluefin Capital Management, LLC 0.07% Reduce -95.4% 3,032 $244K
Smith Chas P & Associates Pa Cpas 0.01% No change 3,030 $244K
Sun Financial Inc 0.14% — 3,011 $243K
NewEdge Wealth, LLC 0.00% Add +1.0% 3,003 $242K
SteelPeak Wealth, LLC 0.01% New 2,998 $242K
SkyOak Wealth, LLC 0.04% No change 2,990 $241K
Ascentis Independent Advisors 0.04% New 2,985 $241K
Genesis Financial Group, LLC 0.14% — 2,984 $241K
Financial Management Professionals, Inc. 0.02% Add +0.0% 2,983 $241K
Haven Private, LLC 0.10% Add +3.8% 2,976 $240K
Western Wealth Management, LLC 0.01% New 2,973 $240K
Wealth Quarterback LLC 0.09% New 2,947 $238K
Diversified Trust Co. 0.00% No change 2,944 $237K
Cypress Capital Group 0.03% No change 2,925 $236K
Principle Wealth Partners LLC 0.01% Add +0.6% 2,924 $236K
Partners Capital Investment Group, LLP 0.01% Add +1.9% 2,890 $233K
Citizens Financial Group Inc. 0.00% Reduce -22.0% 2,877 $232K
Quantum Portfolio Management LLC 0.10% New 2,866 $231K
Zhang Financial LLC 0.01% New 2,865 $231K
New Wave Wealth Advisors LLC 0.08% New 2,862 $231K
Litman Gregory Wealth Management LLC 0.02% No change 2,860 $231K
Farmers National Bank 0.05% Add +4.5% 2,852 $230K
Mainstay Capital Management LLC 0.02% Reduce -5.7% 2,826 $228K
Beck Mack & Oliver LLC 0.00% New 2,799 $226K
Norden Group LLC 0.02% No change 2,790 $225K
Worth Financial Advisory Group, LLC 0.11% New 2,779 $224K
Benchmark Financial Wealth Advisors, LLC 0.06% New 2,770 $223K
Eldridge Investment Advisors, Inc. 0.05% No change 2,757 $222K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +1502.9% 2,725 $220K
Providence First Trust Co 0.08% No change 2,721 $219K
Dumont & Blake Investment Advisors LLC 0.05% No change 2,712 $219K
Wealth Forward, LLC 0.12% No change 2,716 $219K
Union Savings Bank 0.09% — 2,697 $217K
Sincerus Advisory, LLC 0.17% Add +3.9% 2,684 $216K
Total Clarity Wealth Management, Inc. 0.05% New 2,675 $216K
Estate Counselors, LLC 0.02% Reduce -59.9% 2,675 $216K
Pathstone Holdings, LLC 0.00% Reduce -10.6% 2,672 $215K
Strait & Sound Wealth Management LLC 0.08% No change 2,668 $215K
McCarthy & Cox 2.61% Reduce -49.3% 2,667 $215K
Pinnacle Family Advisors, LLC 0.09% Add +0.8% 2,646 $213K
Madison Wealth Partners, Inc 0.04% Reduce -3.3% 2,645 $213K
Trifecta Capital Advisors, LLC 0.03% No change 2,642 $213K
Compound Planning, Inc. 0.01% New 2,609 $210K
South Plains Financial, Inc. 0.12% No change 2,600 $210K
Kintra Wealth, LLC 0.03% New 2,591 $209K
Lockerman Financial Group, Inc. 0.40% Reduce -38.6% 2,584 $208K
Legacy Capital Wealth Partners, LLC 0.04% Reduce -39.2% 2,574 $208K
Jane Street Group, LLC 0.00% Reduce -99.8% 2,566 $207K
Bellwether Advisors, LLC 0.03% New 2,561 $207K
Fsa Wealth Partners, Inc. 0.07% Reduce -6.9% 2,554 $206K
Summit Wealth Group, LLC 0.05% No change 2,554 $206K
Cresset Asset Management, LLC 0.00% Reduce -43.6% 2,542 $205K
Wealthfront Advisers LLC 0.00% New 2,538 $205K
SWP Financial LLC 0.10% Reduce -4.8% 2,532 $204K
Windsor Capital Management, LLC 0.06% Add +0.5% 2,513 $203K
Mariner Investment Group LLC 0.01% New 2,500 $202K
Lynch Investment Planning, LLC 0.19% — 2,496 $201K
Kesler, Norman & Wride, LLC 0.03% New 2,492 $201K
Sicart Associates LLC 0.05% No change 2,489 $201K
Badgley Phelps Wealth Managers, LLC 0.00% New 2,481 $200K
WealthShield Partners, LLC 0.02% Reduce -3.8% 2,382 $192K
HM Payson & Co. 0.00% No change 2,350 $189K
Willis Johnson & Associates, Inc. 0.01% Add +2.3% 2,267 $183K
UMB Bank, n.a. 0.00% No change 2,189 $176K
Capital Investment Counsel, Inc 0.02% New 2,162 $174K
Boyd Watterson Asset Management LLC 0.05% No change 2,158 $174K
Ameriflex Group, Inc. 0.09% Add +17.9% 2,153 $174K
Tower Research Capital LLC (TRC) 0.00% Reduce -79.1% 2,147 $173K
Reflection Asset Management 0.12% — 2,124 $172K
Stelac Advisory Services LLC 0.06% Reduce -68.5% 2,083 $168K
MassMutual Private Wealth & Trust, FSB 0.00% No change 2,000 $161K
Crewe Advisors LLC 0.01% Add +1.9% 1,999 $161K
Capital Investment Advisory Services, LLC 0.01% Add +3.3% 1,964 $158K
Strategic Wealth Partners, Ltd. 0.01% Add +34.9% 1,952 $157K
Hyposwiss Advisors SA 0.15% — 1,950 $157K
EPG Wealth Management LLC 0.04% No change 1,838 $148K
Concord Wealth Partners 0.02% Add +1.9% 1,829 $147K
one8zero8, LLC 0.03% Add +6.0% 1,828 $147K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -18.2% 1,800 $145K
Allworth Financial LP 0.00% Add +56.8% 1,775 $143K
Flagship Harbor Advisors, LLC 0.01% New 1,735 $140K
Godfrey Financial Associates, Inc. 0.12% — 1,719 $139K
Wellington Grp LLC 0.04% — 1,535 $124K
First PREMIER Bank 0.03% Add +134.5% 1,517 $122K
Atlantic Union Bankshares Corp 0.00% Add +1.7% 1,508 $122K
Trust Co. of Toledo NA 0.01% No change 1,500 $121K
Park Place Capital Corp 0.02% No change 1,462 $118K
Darwin Wealth Management, LLC 0.04% Add +3.1% 1,444 $116K
Jackson Hole Capital Partners, LLC 0.02% No change 1,433 $116K
Register Financial Advisors LLC 0.04% Add +0.2% 1,411 $114K
Cherry Tree Wealth Management, LLC 0.02% No change 1,365 $110K
Cambient Family Office, LLC 0.02% — 1,340 $108K
YANKCOM Partnership 0.05% Reduce -4.0% 1,331 $107K
GoalVest Advisory LLC 0.02% No change 1,302 $105K
Intesa Sanpaolo Wealth Management 0.02% — 1,200 $97K
Basepoint Wealth LLC 0.06% New 1,146 $92K
MeadowBrook Investment Advisors LLC 0.08% No change 1,130 $91K
Cape Investment Advisory, Inc. 0.03% Add +167.0% 1,124 $91K
Medallion Wealth Advisors, LLC 0.03% Add +4.8% 1,114 $90K
Luminist Capital LLC 0.11% Reduce -85.5% 1,104 $89K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,100 $89K
Plante Moran Financial Advisors, LLC 0.01% New 1,102 $89K
CKW Financial Group 0.01% No change 1,040 $84K
Bitterroot Capital Advisors LLC 0.06% — 1,013 $82K
IFC & Insurance Marketing, Inc. 0.08% — 1,007 $81K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,004 $81K
Wilmington Savings Fund Society, FSB 0.00% No change 978 $79K
Sound Income Strategies, LLC 0.00% No change 930 $75K
Private Wealth Asset Management, LLC 0.01% Add +0.9% 916 $74K
Signature Equity Partners, LLC 0.04% — 894 $72K
Laurel Wealth Advisors LLC 0.01% New 869 $70K
Bank of New Hampshire 0.01% No change 811 $65K
Caitlin John, LLC 0.04% Reduce -11.9% 800 $64K
Founders Financial Alliance, LLC 0.01% Add +1.0% 784 $63K
Ameritas Investment Partners, Inc. 0.00% Add +2.0% 750 $60K
Caldwell Sutter Capital, Inc. 0.03% No change 748 $60K
Cornerstone Planning Group LLC 0.01% No change 736 $60K
International Assets Investment Management, LLC 0.00% New 695 $56K
Financial Network Wealth Advisors LLC 0.06% No change 686 $55K
Rosenberg Matthew Hamilton 0.01% No change 630 $51K
Montag A & Associates Inc. 0.00% Add +691.9% 586 $47K
SOA Wealth Advisors, LLC. 0.01% Reduce -0.3% 572 $46K
Whittier Trust Co. of Nevada Inc. 0.00% Add +2.8% 518 $42K
Wellington-Altus USA Inc. 0.03% — 510 $41K
Tucker Asset Management LLC 0.01% No change 506 $41K
Strategic Investment Solutions, Inc. 0.01% Reduce -7.9% 492 $40K
Bravera Wealth 0.02% — 482 $39K
St Germain D J Co. Inc. 0.00% Add +0.2% 482 $39K
Bartlett & Co. Wealth Management LLC 0.00% No change 478 $39K
High Point Wealth Management, LLC 0.04% — 477 $38K
Phillips Financial Management, LLC 0.00% Reduce -40.3% 464 $37K
McIlrath & Eck, LLC 0.00% No change 447 $36K
Federation des caisses Desjardins du Quebec 0.00% No change 442 $36K
Greenline Wealth Management LLC 0.04% — 437 $35K
Edmond DE Rothschild Holding S.A. 0.00% No change 430 $35K
Eastern Bank 0.00% Add +28.6% 418 $34K
Asset Dedication, LLC 0.00% No change 405 $33K
SHP Wealth Management 0.00% — 400 $32K
Elyxium Wealth, LLC 0.01% New 397 $32K
NFSG Corp 0.01% New 396 $32K
Anfield Capital Management, LLC 0.01% Reduce -17.2% 385 $31K
Armstrong Advisory Group, Inc. 0.00% No change 377 $30K
Quarry LP 0.01% New 370 $30K
Realta Investment Advisors 0.01% Add +0.3% 364 $29K
West Paces Advisors Inc. 0.01% No change 345 $28K
Ancora Advisors LLC 0.00% No change 327 $26K
Delta Asset Management LLC 0.00% No change 300 $24K
Consultiva Wealth Management, Corp. 0.07% No change 287 $23K
Keating Financial Advisory Services, Inc. 0.00% — 283 $23K
N.E.W. Advisory Services LLC 0.00% Add +19.0% 282 $23K
American National Bank & Trust 0.00% No change 278 $22K
Covestor Ltd 0.01% Add +30.9% 275 $22K
CX Institutional 0.00% Reduce -49.0% 255 $21K
Triumph Capital Management 0.00% New 257 $21K
Key Financial Inc 0.00% Reduce -24.6% 252 $20K
Signature Resources Capital Management, LLC 0.01% New 246 $20K
Grove Bank & Trust 0.00% No change 244 $20K
Hager Investment Management Services, LLC 0.01% New 243 $20K
Key Capital Management, INC 0.02% — 239 $19K
LFA - Lugano Financial Advisors SA 0.01% No change 239 $19K
WestEnd Advisors, LLC 0.00% Reduce -1.3% 235 $19K
Winch Advisory Services, LLC 0.00% Add +1.8% 221 $18K
Biltmore Family Office, LLC 0.00% New 200 $16K
Toth Financial Advisory Corp. 0.00% No change 200 $16K
North Star Investment Management Corp. 0.00% No change 200 $16K
CNB Bank 0.01% No change 195 $16K
FAS Wealth Partners, Inc. 0.00% Reduce -92.2% 182 $15K
Ascentis Wealth Management, LLC 0.00% No change 177 $14K
Glass Jacobson Investment Advisors llc 0.01% Reduce -59.5% 176 $14K
Greykasell Wealth Strategies, Inc. 0.01% New 170 $14K
Investors Research Corp 0.00% No change 169 $14K
Creative Financial Designs Inc. 0.00% Add +37.7% 168 $14K
Fairscale Capital, LLC 0.01% No change 166 $13K
Financial Consulate, Inc. 0.00% New 157 $13K
Archer Investment Corp 0.00% No change 155 $12K
Pinnacle Bancorp, Inc. 0.00% New 153 $12K
Tompkins Financial Corp. 0.00% No change 153 $12K
Garton & Associates Financial Advisors LLC 0.01% — 150 $12K
Noble Wealth Management PBC 0.01% No change 150 $12K
Armor Investment Advisors, LLC 0.00% No change 148 $12K
Pacifica Partners Inc. 0.01% No change 141 $11K
Community Bank, N.A. 0.00% Reduce -42.2% 137 $11K
Princeton Global Asset Management LLC 0.00% No change 132 $11K
Wilkerson Advisory Group LLC 0.00% — 117 $9K
IAG Wealth Partners, LLC 0.00% No change 113 $9K
Turning Point Benefit Group, Inc. 0.00% New 106 $9K
Bellevue Asset Management, LLC 0.00% Add +1.0% 105 $8K
Morgan Dempsey Capital Management LLC 0.00% No change 100 $8K
Gables Capital Management Inc. 0.00% No change 100 $8K
Hantz Financial Services, Inc. 0.00% Reduce -2.9% 99 $8K
Vermillion & White Wealth Management Group, LLC 0.00% No change 99 $8K
Punch & Associates Investment Management, Inc. 0.00% No change 98 $8K
Millstone Evans Group, LLC 0.00% No change 95 $8K
Bangor Savings Bank 0.00% No change 95 $8K
Comprehensive Financial Planning, Inc. 0.01% New 94 $8K
Salomon & Ludwin, LLC 0.00% No change 93 $8K
Jessup Wealth Management, Inc 0.00% New 84 $7K
SJS Investment Consulting Inc. 0.00% New 67 $5K
High Note Wealth, LLC 0.00% No change 65 $5K
Premier Financial Group 0.00% New 63 $5K
Strategic Wealth Advisors LLC 0.00% — 70 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 62 $5K
O'shaughnessy Asset Management, LLC 0.00% Reduce -14.3% 60 $5K
Matrix Private Capital Group LLC 0.00% No change 58 $5K
HFM Investment Advisors, LLC 0.00% New 58 $5K
Root Financial Partners, LLC 0.00% Reduce -88.1% 58 $5K
Physician Wealth Advisors, Inc. 0.00% Reduce -50.0% 53 $4K
Cary Street Partners Investment Advisory LLC 0.00% Add +51.5% 50 $4K
Pin Oak Investment Advisors Inc. 0.00% No change 52 $4K
Networth Advisors, LLC 0.00% — 49 $4K
Hollencrest Capital Management 0.00% Reduce -93.7% 49 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 46 $4K
Blue Trust, Inc. 0.00% No change 39 $3K
Kohmann Bosshard Financial Services, LLC 0.00% New 36 $3K
HHM Wealth Advisors, LLC 0.00% No change 35 $3K
Founders Capital Management 0.00% Add +3.3% 31 $3K
Front Row Advisors LLC 0.00% No change 30 $2K
Wolff Wiese Magana LLC 0.00% No change 29 $2K
Sofi Wealth, LLC 0.00% Add +35.0% 27 $2K
Measured Wealth Private Client Group, LLC 0.00% Reduce -61.7% 23 $2K
Horizon Investments, LLC 0.00% Add +4.5% 23 $2K
Hoey Investments, Inc. 0.00% No change 23 $2K
New Republic Capital, LLC 0.00% New 21 $2K
Westfuller Advisors, LLC 0.00% No change 19 $2K
Topsail Wealth Management, LLC 0.00% New 15 $1K
PayPay Securities Corp 0.03% Add +27.3% 14 $1K
Horizons Wealth Management 0.00% No change 13 $1K
Rakuten Securities, Inc. 0.00% Add +100.0% 12 $968
Larson Financial Group LLC 0.00% New 10 $806
Estate Planners Group, LLC 0.00% — 4 $319
Trust Co. of Vermont 0.00% Reduce -99.9% 1 $81
Financial Gravity Asset Management, Inc. 0.00% Reduce -98.8% 1 $81
Aventura Private Wealth, LLC 0.00% No change 1 $81
Powell Investment Advisors, LLC 0.00% No change 1 $74

"% 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.