Ishr Ibx Usd Hiyld CB ETF-UiHYGETF
13F holders, Q1 2026 (March 31)986holders −19
90new positions
106sold out
11famous investors
$79.51avg. 13F price*
At the end of Q1 2026, 986 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings, down 19 from Q4 2025. 90 opened new positions and 106 sold out. The largest holders were Morgan Stanley ($2.1B), Clark Capital Management Group, Inc. ($1.5B) and Bank of America Corp. ($1.5B). 11 famous investors held it, including George Soros (0.4% of Soros Fund Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Ishr Ibx Usd Hiyld CB ETF-Ui
- Filed as
- ISHARES TR (Q1 2026)
- CUSIP
- 464288513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $1.3B |
| Exits | 106 | $923.4M |
All 13F filers, Q4 2025 → Q1 2026: 64,559,125 shares bought and 60,176,784 shares sold, net +4,382,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 986 holders
| Morgan Stanley | 0.13% | Add +44.1% | 26,248,048 | $2.1B |
| Clark Capital Management Group, Inc. | 9.31% | Add +10.3% | 18,968,084 | $1.5B |
| Bank of America Corp. | 0.11% | Add +70.0% | 18,911,852 | $1.5B |
| BlackRock, Inc. | 0.02% | Reduce -27.5% | 16,997,545 | $1.4B |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7.03% | Add +22.1% | 14,920,618 | $1.2B |
| Japan Science & Technology Agency | 17.18% | No change | 10,390,626 | $826.7M |
| Wells Fargo & Company | 0.12% | Add +33.2% | 7,568,177 | $602.1M |
| Assetmark, Inc. | 1.13% | Reduce -0.9% | 6,941,666 | $552.3M |
| Ontario Teachers Pension Plan Board | 15.62% | Reduce -40.5% | 6,570,000 | $522.7M |
| BNP Paribas Financial Markets | 0.35% | Add +82.6% | 6,499,272 | $517.1M |
| Brevan Howard Capital Management LP | 5.27% | New | 6,420,000 | $510.8M |
| APG Asset Management US Inc. | 3.79% | Add +10.0% | 6,197,274 | $491.9M |
| UBS Group AG | 0.09% | Add +37.5% | 6,075,951 | $483.4M |
| JPMorgan Chase & Co. | 0.03% | Add +255.4% | 6,038,694 | $475.9M |
| Barclays PLC | 0.16% | Add +5.5% | 5,537,910 | $440.6M |
| Royal Bank of Canada | 0.08% | Reduce -29.0% | 5,219,478 | $415.3M |
| Citigroup Inc. | 0.26% | Add +69.9% | 5,065,627 | $403.0M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -1.4% | 4,957,355 | $394.4M |
| Nuveen, LLC | 0.11% | Reduce -46.6% | 4,942,508 | $393.2M |
| SBI Okasan Asset Management Co.Ltd. | 14.23% | New | 4,405,210 | $347.2M |
| TD Asset Management Inc | 0.24% | Add +22.6% | 3,761,517 | $299.3M |
| Caisse de depot et placement du Quebec | 0.41% | Reduce -36.7% | 3,202,162 | $254.8M |
| LPL Financial LLC | 0.06% | Reduce -6.0% | 2,732,850 | $217.4M |
| Stifel Financial Corp. | 0.20% | Add +0.3% | 2,727,066 | $217.0M |
| Ocean Park Asset Management, LLC | 12.36% | Reduce -19.3% | 2,690,091 | $214.0M |
| Endurance Services Ltd | 31.67% | Add +18.1% | 2,363,696 | $188.1M |
| BNP Paribas | 5.97% | Reduce -49.0% | 2,361,821 | $187.9M |
| Mackenzie Financial Corp. | 0.21% | Add +27.2% | 2,249,013 | $178.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -45.0% | 2,110,891 | $167.9M |
| Allstate Corp. | 1.61% | Add +223.8% | 1,893,302 | $150.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.24% | Add +16.3% | 1,785,122 | $142.0M |
| HRT Financial LP | 0.34% | Add +263.7% | 1,707,166 | $135.8M |
| Jane Street Group, LLC | 0.15% | Add +66262.1% | 1,702,851 | $135.5M |
| Susquehanna International Group, LLP | 0.16% | Add +2157.1% | 1,586,432 | $126.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.8% | 1,553,652 | $123.2M |
| Elo Mutual Pension Insurance Co | 1.84% | No change | 1,400,000 | $111.4M |
| PartnerRe Asset Management CORP | 80.57% | No change | 1,397,745 | $111.2M |
| Symetra Investment Management Co | 9.32% | Add +5298.3% | 1,352,825 | $107.6M |
| iA Global Asset Management Inc. | 1.52% | Add +3.9% | 1,350,820 | $107.5M |
| Cetera Investment Advisers | 0.10% | Add +7.4% | 1,179,213 | $93.8M |
| Citadel Advisors | 0.07% | Reduce -44.8% | 1,172,886 | $93.3M |
| Liberty Mutual Group Asset Management Inc. | 6.82% | Reduce -59.3% | 1,071,233 | $85.2M |
| State of Tennessee, Department of Treasury | 0.24% | Reduce -25.4% | 894,037 | $71.1M |
| Bain Capital Credit, LP | 23.35% | Add +33.5% | 889,077 | $70.7M |
| Prudential Financial Inc. | 0.08% | Reduce -5.4% | 847,469 | $67.4M |
| Raymond James Financial Inc. | 0.02% | Add +4.8% | 843,045 | $67.1M |
| Jefferies Financial Group Inc. | 0.84% | Add +15699.0% | 836,081 | $66.5M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -3.5% | 828,290 | $65.9M |
| National Philanthropic Trust | 0.67% | Add +6.7% | 793,126 | $63.1M |
| Sumitomo Mitsui Financial Group, Inc. | 1.26% | Add +9.3% | 776,830 | $61.8M |
| US Bancorp \de | 0.07% | Reduce -7.1% | 742,589 | $59.1M |
| Banco BTG Pactual S.A. | 11.07% | New | 712,975 | $56.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.74% | Reduce -89.5% | 615,000 | $48.9M |
| Optiver Holding B.V. | 1.82% | New | 605,577 | $48.2M |
| MML Investors Services, LLC | 0.13% | Reduce -6.1% | 591,992 | $47.1M |
| Old Mission Capital LLC | 1.07% | New | 567,895 | $45.2M |
| Millennium Management | 0.04% | Reduce -21.5% | 564,137 | $44.9M |
| Pure Financial Advisors, LLC | 0.62% | Add +5.8% | 533,868 | $42.5M |
| CI Investments Inc. | 0.20% | Add +31.8% | 525,328 | $41.8M |
| Corebridge Financial, Inc. | 3.61% | — | 500,000 | $39.4M |
| Toronto Dominion Bank | 0.07% | Add +9.9% | 483,289 | $38.5M |
| DV Trading LLC | 3.40% | Add +1703.0% | 470,849 | $37.5M |
| Towercrest Capital Management | 5.74% | Add +4.5% | 462,631 | $36.8M |
| Schroder Investment Management Group | 0.03% | No change | 446,843 | $35.6M |
| CBIZ Investment Advisory Services, LLC | 1.28% | Add +7.7% | 441,115 | $35.1M |
| CTC LLC | 2.67% | New | 419,774 | $33.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -7.7% | 404,383 | $32.2M |
| IMC-Chicago, LLC | 0.49% | New | 404,180 | $32.2M |
| DSC Meridian Capital LP | 16.95% | New | 402,329 | $32.0M |
| Deseret Mutual Benefit Administrators | 10.72% | Reduce -0.6% | 395,455 | $31.5M |
| Bank of Montreal | 0.01% | Reduce -19.6% | 394,518 | $31.4M |
| Neuberger Berman Group LLC | 0.02% | Reduce -48.2% | 385,030 | $30.6M |
| Sei Investments Co. | 0.03% | Add +456.6% | 356,387 | $28.4M |
| 1832 Asset Management L.P. | 0.04% | No change | 354,301 | $28.2M |
| Howard Capital Management, LLC | 0.45% | Reduce -5.7% | 348,192 | $27.7M |
| Truist Financial Corp. | 0.04% | Reduce -9.3% | 344,783 | $27.4M |
| Hikari Tsushin, Inc. | 1.88% | No change | 343,165 | $27.3M |
| Stairway Partners, LLC | 1.34% | Add +0.5% | 326,029 | $25.9M |
| State of Wisconsin Investment Board | 0.06% | New | 325,000 | $25.9M |
| Williams Jones Wealth Management, LLC. | 0.31% | No change | 321,855 | $25.6M |
| Fifth Third Bancorp | 0.04% | Add +47.0% | 306,548 | $24.4M |
| Kwmg, LLC | 1.99% | Add +4.5% | 300,297 | $23.9M |
| Allianz SE | 0.26% | No change | 300,000 | $23.9M |
| Alliance Wealth Management Group | 5.19% | Add +3.0% | 298,247 | $23.7M |
| HSBC Holdings PLC | 0.01% | Reduce -91.9% | 295,339 | $23.5M |
| Focus Partners Wealth | 0.03% | Add +0.4% | 287,606 | $22.9M |
| Gsa Capital Partners LLP | 1.42% | New | 286,690 | $22.8M |
| Trust Co | 2.13% | Add +3.5% | 285,623 | $22.7M |
| Man Group plc | 0.05% | Reduce -86.1% | 282,724 | $22.5M |
| Summit Financial Consulting LLC | 15.91% | Add +4.2% | 279,386 | $22.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.07% | Reduce -44.4% | 270,858 | $21.5M |
| CIBC Bancorp USA Inc. | 0.03% | — | 269,116 | $21.4M |
| Nomura Asset Management International Inc. | 0.04% | No change | 256,901 | $20.4M |
| Soros Fund Management | 0.37% | New | 250,000 | $19.9M |
| Ensign Peak Advisors, Inc | 0.04% | No change | 248,016 | $19.7M |
| Graham Capital Management, L.P. | 0.89% | Add +720.3% | 246,900 | $19.6M |
| Tudor Investment Corporation | 0.11% | Add +65.3% | 245,610 | $19.5M |
| Aristotle Pacific Capital, LLC | 15.77% | Reduce -65.3% | 243,868 | $19.4M |
| Strong Tower Advisory Services | 3.64% | Add +3.8% | 243,418 | $19.4M |
| Twele Capital Management, Inc. | 3.44% | Reduce -1.2% | 242,688 | $19.3M |
| Principal Securities, Inc. | 0.28% | Reduce -3.8% | 237,492 | $18.9M |
| Private Advisor Group, LLC | 0.09% | Add +11.5% | 232,998 | $18.5M |
| Invst, LLC | 2.08% | Add +7.8% | 231,224 | $18.4M |
| BlueCrest Capital Management Ltd | 2.51% | Reduce -30.9% | 230,035 | $18.3M |
| Amarillo National Bank | 3.03% | Add +1.0% | 215,898 | $17.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -22.9% | 206,474 | $16.4M |
| Park Avenue Securities LLC | 0.12% | Add +13.0% | 198,425 | $15.8M |
| Stevens Capital Management LP | 2.41% | New | 196,300 | $15.6M |
| Financial Advisors Network, Inc. | 2.15% | Add +15.4% | 196,031 | $15.6M |
| Counterpoint Mutual Funds LLC | 2.30% | Reduce -94.7% | 192,451 | $15.3M |
| Hudson Bay Capital Management LP | 0.10% | No change | 190,000 | $15.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -31.7% | 189,311 | $15.1M |
| Global Wealth Management Investment Advisory, Inc. | 2.35% | Add +4.2% | 188,273 | $15.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +888.3% | 185,344 | $14.7M |
| Cullen/Frost Bankers, Inc. | 0.17% | Reduce -56.3% | 183,603 | $14.6M |
| Probity Advisors, Inc. | 2.30% | Add +2.6% | 182,848 | $14.5M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -12.3% | 178,221 | $14.1M |
| MBL Wealth, LLC | 1.07% | Add +3690.0% | 176,802 | $14.1M |
| Voya Financial Advisors, Inc. | 1.40% | Reduce -1.4% | 178,019 | $14.0M |
| Isabella Capital Management LLP | 100.00% | Reduce -25.5% | 175,000 | $13.9M |
| Ashton Thomas Private Wealth, LLC | 0.33% | Add +10.2% | 174,457 | $13.9M |
| Farmers & Merchants Investments Inc. | 0.38% | Add +6.8% | 173,303 | $13.8M |
| Allianz Asset Management GmbH | 0.02% | Reduce -58.1% | 171,390 | $13.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -44.6% | 161,403 | $12.8M |
| Gateway Wealth Partners, LLC | 0.50% | New | 160,918 | $12.8M |
| Franklin Resources Inc. | 0.00% | Add +49.1% | 157,867 | $12.6M |
| Parallel Advisors, LLC | 0.23% | Add +0.7% | 157,497 | $12.5M |
| Headlands Technologies LLC | 1.40% | Add +165.5% | 154,515 | $12.3M |
| Aristeia Capital, L.L.C. | 0.47% | New | 153,485 | $12.2M |
| Checchi Capital Advisers, LLC | 0.83% | Reduce -11.0% | 151,793 | $12.1M |
| Balyasny Asset Management L.P. | 0.02% | Add +167.9% | 150,000 | $11.9M |
| Occidental Asset Management, LLC | 1.38% | Add +22.0% | 145,921 | $11.6M |
| Marex Group Ltd | 0.12% | New | 144,939 | $11.5M |
| Cerity Partners LLC | 0.02% | Add +71.1% | 142,583 | $11.3M |
| Point72 Asset Management | 0.02% | New | 140,000 | $11.1M |
| Cwm, LLC | 0.03% | Add +7.0% | 139,477 | $11.1M |
| J.Safra Asset Management Corp | 0.60% | Add +7.0% | 138,924 | $11.1M |
| RFG Advisory, LLC | 0.20% | Reduce -6.9% | 138,290 | $11.0M |
| Prudent Man Advisors, LLC | 3.27% | Add +7.0% | 136,743 | $10.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.9% | 133,264 | $10.6M |
| Ameritas Advisory Services, LLC | 0.41% | Reduce -4.5% | 132,714 | $10.6M |
| DRW Securities, LLC | 0.57% | New | 132,232 | $10.5M |
| Greenup Street Wealth Management LLC | 1.47% | Add +0.4% | 131,674 | $10.5M |
| Mutual Advisors, LLC | 0.22% | Add +1.4% | 130,566 | $10.4M |
| Alley Investment Management Company, LLC | 1.26% | Add +0.8% | 130,165 | $10.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.9% | 128,613 | $10.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -14.4% | 125,700 | $10.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -30.4% | 122,589 | $9.8M |
| Trivium Point Advisory, LLC | 1.75% | Reduce -11.4% | 122,018 | $9.7M |
| Strategic Investment Advisors / MI | 0.66% | Add +9.6% | 119,679 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +1.9% | 119,530 | $9.5M |
| Edgestream Partners, L.P. | 0.30% | Reduce -41.6% | 116,383 | $9.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Reduce -30.3% | 115,299 | $9.1M |
| Tudor Financial Inc. | 4.65% | Reduce -0.1% | 114,370 | $9.1M |
| Csenge Advisory Group | 0.41% | Add +2.9% | 112,813 | $9.0M |
| Choreo, LLC | 0.11% | Add +6.3% | 110,691 | $8.8M |
| Pinkerton Wealth, LLC | 0.80% | Add +20.3% | 108,959 | $8.8M |
| Baird Financial Group, Inc. | 0.01% | Add +45.7% | 109,254 | $8.7M |
| CIBC Asset Management Inc | 0.02% | Add +966.2% | 106,437 | $8.5M |
| Balefire, LLC | 1.57% | Add +62.6% | 104,998 | $8.4M |
| Blue Fin Capital, Inc. | 1.36% | Add +4.0% | 104,555 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.0% | 104,265 | $8.3M |
| Acasta Partners UK LLP | 40.44% | Add +63.5% | 101,737 | $8.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.22% | Reduce -0.3% | 101,603 | $8.1M |
| Jump Financial, LLC | 0.13% | Reduce -86.0% | 101,260 | $8.1M |
| Corient Private Wealth LP | 0.01% | Add +0.6% | 99,424 | $7.9M |
| Summit Global Investments | 0.47% | Add +33.9% | 99,231 | $7.9M |
| Wealthstar Advisors, LLC | 4.68% | Reduce -0.1% | 98,745 | $7.9M |
| Trajan Wealth LLC | 0.32% | Add +3.6% | 98,691 | $7.9M |
| GTS Securities LLC | 0.28% | Reduce -1.6% | 98,653 | $7.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Reduce -21.1% | 97,322 | $7.7M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 95,600 | $7.6M |
| Genus Capital Management Inc. | 0.85% | Reduce -2.4% | 93,339 | $7.4M |
| Renaissance Technologies | 0.01% | Add +623.3% | 93,300 | $7.4M |
| Federated Hermes, Inc. | 0.01% | Add +72.9% | 90,591 | $7.2M |
| Capula Management Ltd | 0.06% | New | 89,555 | $7.1M |
| Rebalance, LLC | 0.41% | Reduce -0.7% | 88,612 | $7.0M |
| Sona Asset Management (us) LLC | 0.40% | Add +1.4% | 88,218 | $7.0M |
| Dakota Wealth Management | 0.15% | Add +42.2% | 87,815 | $7.0M |
| Boltwood Capital Management | 1.78% | Reduce -2.8% | 87,505 | $7.0M |
| Beirne Wealth Consulting Services, LLC | 1.94% | Add +34.2% | 86,293 | $6.9M |
| OxenFree Capital LLC | 3.32% | Add +5.1% | 84,960 | $6.8M |
| Ascent Group, LLC | 0.24% | Reduce -0.5% | 85,479 | $6.8M |
| Deutsche Bank AG | 0.00% | Reduce -59.0% | 85,364 | $6.8M |
| Legacy Wealth Partners, LLC | 1.70% | Add +7.5% | 85,029 | $6.8M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 84,685 | $6.7M |
| Proficio Capital Partners LLC | 0.35% | Add +114.5% | 82,294 | $6.5M |
| Paladin Partners, LLC | 4.72% | Add +2.9% | 82,270 | $6.5M |
| Loomis Sayles & Co. L P | 0.01% | Add +7.3% | 81,550 | $6.5M |
| Cranbrook Wealth Management, LLC | 1.27% | Add +1.7% | 78,549 | $6.2M |
| Equitable Holdings, Inc. | 0.04% | Add +1.6% | 62,971 | $6.1M |
| Topel & Distasi Wealth Management, LLC | 3.14% | Reduce -0.1% | 76,313 | $6.1M |
| Conning Inc. | 0.21% | No change | 75,158 | $6.0M |
| Net Worth Advisory Group | 1.24% | Add +1.8% | 74,879 | $6.0M |
| Advisory Services Network, LLC | 0.08% | Reduce -12.7% | 74,710 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.6% | 74,202 | $5.9M |
| Privium Fund Management (UK) Ltd | 2.94% | New | 73,770 | $5.8M |
| Insight Wealth Partners, LLC | 2.33% | Add +6.2% | 72,531 | $5.8M |
| Wellington Management Group LLP | 0.00% | Add +253.8% | 72,445 | $5.8M |
| Darrow Company, Inc. | 2.57% | Reduce -4.8% | 71,798 | $5.7M |
| Northern Trust Corp. | 0.00% | Reduce -8.4% | 71,094 | $5.7M |
| NorthCoast Asset Management LLC | 0.13% | Reduce -42.3% | 71,037 | $5.7M |
| VestGen Advisors, LLC | 0.16% | Add +313.7% | 70,052 | $5.6M |
| NBT Bank, N.A. | 0.35% | Add +26.2% | 67,230 | $5.3M |
| Valmark Advisers, Inc. | 0.06% | Add +1.6% | 66,705 | $5.3M |
| Lodestar Private Asset Management LLC | 0.50% | Add +7.8% | 64,238 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +52.5% | 63,288 | $5.0M |
| Cordoba Advisory Partners LLC | 1.38% | Reduce -32.1% | 62,990 | $5.0M |
| Washington Trust Advisors, Inc. | 0.40% | Add +0.4% | 62,861 | $5.0M |
| M&T Bank Corp | 0.02% | Reduce -4.8% | 62,147 | $4.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +68.2% | 62,366 | $4.9M |
| CNO Financial Group, Inc. | 2.83% | No change | 62,000 | $4.9M |
| Anfield Capital Management, LLC | 1.34% | Add +15831.4% | 61,336 | $4.9M |
| Integrated Advisors Network LLC | 0.26% | Reduce -25.4% | 61,274 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -19.1% | 60,894 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +0.2% | 60,686 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +7.8% | 61,168 | $4.8M |
| Metropolitan Life Insurance Co | 1.47% | No change | 60,500 | $4.8M |
| Verdence Capital Advisors LLC | 0.27% | Add +5.7% | 59,208 | $4.7M |
| Redhawk Wealth Advisors, Inc. | 0.52% | Add +6.0% | 59,102 | $4.7M |
| Central Bank & Trust Co. | 0.74% | Reduce -2.6% | 59,085 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +29.7% | 58,201 | $4.6M |
| One Capital Management, LLC | 0.13% | Add +0.7% | 57,880 | $4.6M |
| Palogic Value Management, L.P. | 2.04% | Reduce -2.0% | 57,680 | $4.6M |
| Hilltop Holdings Inc. | 0.41% | Add +24.8% | 56,413 | $4.5M |
| Keybank National Association | 0.02% | Reduce -12.0% | 56,039 | $4.5M |
| Rossby Financial, LCC | 0.93% | Add +16.4% | 55,922 | $4.4M |
| Ballentine Partners, LLC | 0.06% | Reduce -14.9% | 55,582 | $4.4M |
| Little Harbor Advisors, LLC | 2.61% | Reduce -12.3% | 55,222 | $4.4M |
| Two Sigma Securities, LLC | 0.51% | Reduce -76.3% | 55,159 | $4.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.74% | Reduce -8.6% | 54,555 | $4.3M |
| VestGen Investment Management | 2.37% | Add +0.5% | 54,099 | $4.3M |
| Capital Analysts, LLC | 0.11% | Add +6.7% | 53,654 | $4.3M |
| Blair William & Co. | 0.01% | Reduce -0.9% | 53,623 | $4.3M |
| SBI Securities Co., Ltd. | 0.12% | Reduce -31.8% | 53,261 | $4.2M |
| IFG Advisors, LLC | 0.69% | Reduce -3.5% | 52,933 | $4.2M |
| Parkside Financial Bank & Trust | 0.32% | Add +6.3% | 52,558 | $4.2M |
| Merit Financial Group, LLC | 0.03% | Reduce -30.4% | 52,301 | $4.2M |
| Sterling Investment Advisors LLC | 1.99% | Add +1.7% | 52,063 | $4.1M |
| Roundview Capital LLC | 0.25% | Add +1.9% | 50,882 | $4.0M |
| TD Private Client Wealth LLC | 0.08% | Reduce -6.8% | 50,613 | $4.0M |
| Ironwood Financial, llc | 0.70% | Reduce -1.5% | 50,188 | $4.0M |
| Fore Capital, LLC | 26.33% | New | 50,000 | $4.0M |
| Moss Adams Wealth Advisors LLC | 0.29% | Add +10.6% | 49,487 | $3.9M |
| Sagace Wealth Management LLC | 2.65% | Add +1.5% | 49,213 | $3.9M |
| W1M Asset Management Ltd | 0.04% | Add +4.9% | 48,653 | $3.9M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -19.9% | 48,650 | $3.9M |
| Transmarket Holdings LP | 2.04% | Reduce -69.4% | 47,899 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +44.3% | 47,367 | $3.8M |
| XTX Topco Ltd | 0.07% | New | 47,183 | $3.8M |
| Financial & Tax Architects, LLC | 0.84% | Add +6.2% | 47,148 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -70.0% | 47,129 | $3.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -4.3% | 46,969 | $3.7M |
| Torrey-Payne Wealth Management, LLC | 3.38% | Add +2.7% | 46,285 | $3.7M |
| Bessemer Group Inc. | 0.01% | Reduce -0.1% | 45,916 | $3.7M |
| Hall Capital Management Co. Inc. | 1.28% | Add +18.3% | 44,686 | $3.6M |
| Burns J W & Co. Inc. | 0.41% | Add +44.9% | 44,971 | $3.6M |
| Pinebridge Investments LLC | 0.03% | Reduce -29.7% | 44,942 | $3.6M |
| Corepath Wealth Partners LLC | 2.39% | Add +3.1% | 44,277 | $3.6M |
| Cypress Wealth Services, LLC | 0.50% | Reduce -1.8% | 44,503 | $3.5M |
| &partners | 0.02% | Add +41.5% | 44,201 | $3.5M |
| World Investment Advisors | 0.06% | Add +9.7% | 44,054 | $3.5M |
| SageView Advisory Group, LLC | 0.13% | Reduce -3.2% | 44,019 | $3.5M |
| Buska Wealth Management, LLC | 1.40% | Reduce -23.9% | 43,647 | $3.5M |
| Meridian Wealth Management, LLC | 0.12% | Add +18.9% | 43,389 | $3.5M |
| Talisman Wealth Advisors LLC | 2.76% | Add +19.1% | 74,237 | $3.4M |
| Providence Capital Advisors, LLC | 0.56% | Add +2.7% | 43,055 | $3.4M |
| Cim, LLC | 0.49% | Add +0.5% | 43,032 | $3.4M |
| Y.D. More Investments Ltd | 0.13% | Add +1.1% | 42,870 | $3.4M |
| Ninety One UK Ltd | 0.01% | New | 42,858 | $3.4M |
| LifePlan Investment Advisors, Inc. | 1.34% | Add +5.6% | 42,782 | $3.4M |
| NerdWallet Wealth Partners, LLC | 1.48% | Add +16.1% | 42,656 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Add +891.2% | 42,315 | $3.4M |
| Personal Cfo Solutions, LLC | 0.47% | Reduce -12.2% | 42,189 | $3.4M |
| Gladwyn Financial Advisors, Inc. | 2.31% | Add +3.2% | 41,706 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -0.8% | 41,700 | $3.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +25.5% | 41,210 | $3.3M |
| Allie Family Office LLC | 1.42% | Reduce -0.2% | 40,919 | $3.3M |
| MorganRosel Wealth Management, LLC | 1.28% | Reduce -31.3% | 40,707 | $3.2M |
| HMS Capital Management, LLC | 1.24% | Reduce -0.3% | 40,208 | $3.2M |
| Invictus Private Wealth, LLC | 0.19% | Reduce -0.2% | 38,881 | $3.1M |
| Richardson Financial Services Inc. | 1.92% | Add +2.3% | 38,628 | $3.1M |
| McAdam, LLC | 0.14% | Reduce -1.1% | 38,445 | $3.1M |
| Laurel Oak Wealth Management, LLC | 0.51% | Reduce -1.0% | 38,189 | $3.0M |
| Waverly Advisors, LLC | 0.02% | Reduce -5.3% | 38,043 | $3.0M |
| Walleye Capital LLC | 0.02% | New | 38,033 | $3.0M |
| David J Yvars Group | 1.69% | Add +2.4% | 37,923 | $3.0M |
| Bracebridge Capital, LLC | 0.54% | New | 37,500 | $3.0M |
| SevenBridge Financial Group, LLC | 0.47% | Add +6.7% | 36,873 | $3.0M |
| Global View Capital Management LLC | 0.78% | Reduce -26.8% | 36,800 | $2.9M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +4.5% | 36,729 | $2.9M |
| Fiera Capital Corp | 0.01% | Add +0.0% | 36,555 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | Add +13.0% | 36,550 | $2.9M |
| Guardian Capital LP | 0.08% | Add +23.7% | 36,500 | $2.9M |
| Commerce Bank | 0.01% | Add +391.4% | 36,061 | $2.9M |
| BLB&B Advisors, LLC | 0.12% | Reduce -0.9% | 35,815 | $2.8M |
| Vontobel Holding Ltd. | 0.01% | Add +1.0% | 35,548 | $2.8M |
| Capricorn Fund Managers Ltd | 0.44% | Add +13.4% | 35,518 | $2.8M |
| HFG Advisors, Inc. | 1.98% | Add +4.1% | 35,338 | $2.8M |
| Tidal Investments LLC | 0.01% | Reduce -34.5% | 35,175 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.5% | 35,027 | $2.8M |
| Financial Alternatives, Inc | 1.49% | Reduce -6.7% | 34,825 | $2.8M |
| Avion Wealth | 0.57% | Add +75.7% | 34,724 | $2.8M |
| Geneos Wealth Management Inc. | 0.06% | Add +343.9% | 34,618 | $2.8M |
| Sagespring Wealth Partners, LLC | 0.05% | Add +791.5% | 34,260 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -18.1% | 34,212 | $2.7M |
| Atlanta Consulting Group Advisors, LLC | 0.58% | Reduce -17.5% | 34,150 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -0.6% | 33,607 | $2.7M |
| Worth Asset Management, LLC | 1.00% | Add +61.0% | 33,552 | $2.7M |
| Mittelman Wealth Management | 1.66% | Reduce -6.9% | 33,400 | $2.7M |
| AssuredPartners Investment Advisors, LLC | 0.29% | Add +2.9% | 33,254 | $2.7M |
| City Holding Co. | 0.33% | Add +10.4% | 33,282 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Add +461.2% | 33,177 | $2.6M |
| Range Advisory, LLC | 0.49% | Add +57.9% | 32,954 | $2.6M |
| Transamerica Financial Advisors, LLC | 0.22% | Reduce -2.4% | 32,363 | $2.6M |
| Kestra Investment Management, LLC | 0.04% | Add +717.5% | 32,324 | $2.6M |
| Boston Research & Management Inc. | 0.61% | Add +0.4% | 32,126 | $2.6M |
| Financial Partners Group, Inc | 0.30% | Add +0.0% | 31,965 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -33.9% | 31,790 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +7.9% | 31,443 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.7% | 31,398 | $2.5M |
| Brookstone Capital Management | 0.03% | Add +455.0% | 31,148 | $2.5M |
| Dorsey Wright & Associates | 0.31% | Add +605.6% | 30,997 | $2.5M |
| Advyzon Investment Management, LLC | 0.22% | Reduce -44.1% | 30,437 | $2.4M |
| Independent Advisor Alliance | 0.03% | New | 30,094 | $2.4M |
| Arch Capital Group LTD. | 0.82% | No change | 30,000 | $2.4M |
| Allstreet Capital Advisors LLC | 1.76% | Add +4.2% | 29,863 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.4% | 29,595 | $2.4M |
| TFB Advisors LLC | 1.20% | Reduce -60.8% | 28,870 | $2.3M |
| Sowell Financial Services LLC | 0.08% | Add +1.2% | 28,771 | $2.3M |
| BKM Wealth Management, LLC | 0.82% | Add +1.0% | 28,267 | $2.2M |
| Nvwm, LLC | 0.50% | Add +16.2% | 28,177 | $2.2M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -45.5% | 28,155 | $2.2M |
| Private Advisory Group LLC | 0.16% | Reduce -11.2% | 28,140 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.2% | 28,047 | $2.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.30% | Reduce -20.0% | 28,000 | $2.2M |
| Belpointe Asset Management LLC | 0.08% | Reduce -4.8% | 27,946 | $2.2M |
| Frank, Rimerman Advisors LLC | 0.14% | No change | 27,673 | $2.2M |
| AtlasMark Financial, Inc | 1.42% | No change | 27,304 | $2.2M |
| Heritage Wealth Management, Inc. | 1.23% | Add +6.6% | 27,625 | $2.2M |
| IFP Advisors, Inc | 0.05% | Reduce -44.5% | 27,465 | $2.2M |
| Kovack Advisors, Inc. | 0.12% | Add +405.8% | 27,347 | $2.2M |
| Ranch Capital Advisors Inc. | 0.79% | Add +2.4% | 27,260 | $2.2M |
| Mandatum Life Insurance Co Ltd | 0.49% | No change | 27,237 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | No change | 27,002 | $2.1M |
| Global Endowment Management, LP | 0.24% | No change | 26,715 | $2.1M |
| FOCUS Wealth Advisors, LLC | 1.04% | Reduce -3.7% | 26,691 | $2.1M |
| Prosperity Consulting Group, LLC | 0.09% | Add +0.2% | 26,691 | $2.1M |
| Creative Planning | 0.00% | Add +228.8% | 26,127 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +9.9% | 25,890 | $2.1M |
| Global Trust Wealth Management LLC | 1.56% | Reduce -2.0% | 25,882 | $2.1M |
| CCG Wealth Management, LLC | 0.56% | Add +627.6% | 25,749 | $2.0M |
| Bank of Nova Scotia | 0.00% | Reduce -88.3% | 25,625 | $2.0M |
| L & S Advisors Inc | 0.26% | Add +1.4% | 25,597 | $2.0M |
| New England Asset Management Inc. | 0.27% | No change | 25,470 | $2.0M |
| Continuum Advisory, LLC | 0.19% | Add +4.2% | 25,341 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Add +57.5% | 25,340 | $2.0M |
| Ramiah Investment Group | 1.75% | Add +0.1% | 25,237 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -23.2% | 25,101 | $2.0M |
| Lorne Steinberg Wealth Management Inc. | 0.47% | New | 25,080 | $2.0M |
| D. E. Shaw & Co. | 0.00% | New | 25,000 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.8% | 24,830 | $2.0M |
| BlueSky Wealth Advisors, LLC | 0.25% | Reduce -88.7% | 24,665 | $2.0M |
| Simplicity Wealth,LLC | 0.11% | Reduce -3.0% | 24,595 | $2.0M |
| Grey Fox Wealth Advisors, LLC | 0.38% | Add +11.8% | 24,437 | $1.9M |
| Prudential PLC | 0.01% | Reduce -17.9% | 24,130 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -89.1% | 23,701 | $1.9M |
| Horizon Wealth Management, LLC | 0.27% | Reduce -79.5% | 23,398 | $1.9M |
| Scotia Capital Inc. | 0.01% | Reduce -46.3% | 23,364 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -97.1% | 36,130 | $1.8M |
| Neumann Capital Management, LLC | 0.54% | Reduce -10.3% | 23,074 | $1.8M |
| Clear Creek Financial Management, LLC | 0.14% | Reduce -7.7% | 22,703 | $1.8M |
| Bensler, LLC | 0.19% | Reduce -35.6% | 22,585 | $1.8M |
| Ieq Capital, LLC | 0.01% | Reduce -3.6% | 22,497 | $1.8M |
| Group One Trading LLC | 0.06% | New | 22,476 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -81.2% | 22,416 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Add +5.2% | 22,347 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Reduce -3.2% | 22,103 | $1.8M |
| Buck Wealth Strategies, LLC | 0.22% | New | 22,005 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +67.5% | 21,958 | $1.7M |
| 1ST Source Bank | 0.09% | Reduce -1.4% | 21,669 | $1.7M |
| Summit Financial, LLC | 0.02% | Reduce -73.9% | 21,665 | $1.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.5% | 21,400 | $1.7M |
| Coign Capital Advisors LLC | 0.89% | Add +3.3% | 21,258 | $1.7M |
| Nwam LLC | 0.10% | Reduce -4.5% | 20,850 | $1.7M |
| Fell Capital Management | 1.57% | Add +0.5% | 20,727 | $1.6M |
| Calton & Associates, Inc. | 0.23% | Add +76.3% | 20,540 | $1.6M |
| Sierra Capital LLC | 0.18% | Add +2.6% | 20,506 | $1.6M |
| Crabel Capital Management, LLC | 14.98% | Reduce -88.6% | 20,350 | $1.6M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -3.1% | 20,305 | $1.6M |
| Guardian Capital, LLC | 1.53% | Reduce -29.8% | 20,036 | $1.6M |
| FMR LLC | 0.00% | Add +14.7% | 19,811 | $1.6M |
| Odyssey Capital Advisors, Inc. | 1.41% | Add +22.3% | 19,744 | $1.6M |
| Sunbeam Capital Management, LLC | 0.89% | Add +0.9% | 19,647 | $1.6M |
| National Bank of Canada | 0.00% | Reduce -1.1% | 19,458 | $1.5M |
| Western Wealth Management, LLC | 0.06% | Add +544.8% | 19,171 | $1.5M |
| Asset Allocation & Management Company, LLC | 0.57% | No change | 19,130 | $1.5M |
| Integrated Capital Management, LLC | 0.64% | Add +3.0% | 19,023 | $1.5M |
| Stone Summit Wealth LLC | 0.40% | Reduce -9.1% | 18,200 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Add +100.8% | 18,176 | $1.4M |
| Towerpoint Wealth, LLC | 0.58% | Add +0.8% | 18,066 | $1.4M |
| SWS Partners | 0.35% | Add +13.7% | 17,866 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +1.5% | 17,830 | $1.4M |
| Topor & Co. Korea | 1.20% | Add +0.6% | 17,763 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -7.5% | 17,656 | $1.4M |
| Maven Securities LTD | 0.08% | No change | 17,600 | $1.4M |
| Ironwood Investment Counsel, LLC | 0.20% | Reduce -7.2% | 17,507 | $1.4M |
| Richard W. Paul & Associates, LLC | 0.47% | Reduce -14.7% | 17,481 | $1.4M |
| True Freedom Investing, LLC | 0.11% | Reduce -78.3% | 17,369 | $1.4M |
| Betterment LLC | 0.00% | Reduce -6.8% | 17,225 | $1.4M |
| Hancock Whitney Corp. | 0.02% | Reduce -36.9% | 17,024 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -36.5% | 17,103 | $1.4M |
| Simplex Trading, LLC | 0.04% | Reduce -44.6% | 16,805 | $1.3M |
| Waystone Advisors LLC | 1.18% | Reduce -5.7% | 16,607 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -4.4% | 16,569 | $1.3M |
| Prostatis Group LLC | 0.34% | Reduce -12.0% | 16,568 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Add +301.8% | 16,189 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.7% | 16,116 | $1.3M |
| Midwest Trust Co | 0.02% | Reduce -2.5% | 15,802 | $1.3M |
| Virtue Capital Management, LLC | 0.19% | Reduce -2.2% | 15,915 | $1.3M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -10.3% | 15,744 | $1.3M |
| Lanark Financial, Inc. | 0.09% | Reduce -1.1% | 15,529 | $1.2M |
| Westwood Holdings Group Inc. | 0.01% | Add +11.0% | 15,440 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | Add +135.2% | 15,188 | $1.2M |
| Dimension Capital Management LLC | 0.17% | Reduce -6.1% | 15,073 | $1.2M |
| Cadent Capital Advisors, LLC | 0.32% | Add +0.0% | 15,006 | $1.2M |
| PEAK6 LLC | 0.03% | Reduce -92.5% | 14,986 | $1.2M |
| Rathbones Group PLC | 0.00% | Add +171.7% | 14,945 | $1.2M |
| Concord Investment Counsel Inc. | 0.40% | Reduce -6.0% | 14,942 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1380.2% | 14,861 | $1.2M |
| Old National Bancorp | 0.02% | Add +56.6% | 14,814 | $1.2M |
| Clearstead Advisors, LLC | 0.01% | Add +2.6% | 14,622 | $1.2M |
| Valtrion Capital Management, LLC | 1.09% | Add +46.5% | 14,550 | $1.2M |
| Maridea Wealth Management LLC | 0.17% | Add +1.7% | 14,517 | $1.2M |
| Plan Group Financial, LLC | 0.27% | Reduce -34.9% | 14,508 | $1.2M |
| Koshinski Asset Management, Inc. | 0.07% | Add +5.0% | 14,482 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +0.6% | 14,180 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Add +12.3% | 14,148 | $1.1M |
| ShoreHaven Wealth Partners, LLC | 0.40% | Add +6.0% | 14,146 | $1.1M |
| Islay Capital Management, LLC | 0.57% | Reduce -13.1% | 14,143 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -24.8% | 14,131 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.40% | Reduce -1.4% | 14,028 | $1.1M |
| Vicus Capital | 0.08% | Add +13.1% | 13,979 | $1.1M |
| Vericrest Private Wealth | 0.99% | Reduce -1.3% | 13,884 | $1.1M |
| Washington Trust Bank | 0.08% | Add +48.5% | 13,815 | $1.1M |
| Leeward Financial Partners, LLC | 0.33% | Reduce -1.1% | 13,784 | $1.1M |
| Nicola Wealth Management LTD. | 0.13% | Reduce -89.0% | 13,700 | $1.1M |
| Sterling Investment Counsel, LLC | 0.31% | Reduce -16.4% | 13,698 | $1.1M |
| Vertex Investment Solutions Co., Ltd. | 1.26% | Reduce -26.2% | 13,800 | $1.1M |
| First Interstate Bank | 0.06% | No change | 13,614 | $1.1M |
| Birch Financial Group, LLC | 0.63% | Reduce -1.1% | 13,581 | $1.1M |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -31.0% | 13,217 | $1.1M |
| Lido Advisors, LLC | 0.00% | Add +8.2% | 13,205 | $1.1M |
| Prossimo Advisors, LLC | 6.39% | Add +2.1% | 13,199 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.3% | 13,174 | $1.0M |
| Arrow Investment Advisors, LLC | 1.11% | No change | 13,130 | $1.0M |
| Endeavor Private Wealth, Inc. | 0.30% | Reduce -16.0% | 13,121 | $1.0M |
| White Lighthouse Investment Management Inc. | 0.14% | Add +108.4% | 13,119 | $1.0M |
| United Advisor Group, LLC | 0.13% | Add +5.1% | 13,056 | $1.0M |
| Ariadne Wealth Management, LP | 0.46% | No change | 13,000 | $1.0M |
| AlTi Global, Inc. | 0.02% | No change | 12,990 | $1.0M |
| Omnitrust Wealth Management, Inc | 1.34% | Reduce -8.0% | 12,981 | $1.0M |
| Virtus Fixed Income Advisers, LLC | 0.96% | Reduce -49.2% | 12,928 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +17.2% | 12,919 | $1.0M |
| Jacobi Capital Management LLC | 0.06% | Reduce -1.9% | 12,914 | $1.0M |
| Sandro Wealth Management LLC | 0.82% | Add +11.6% | 12,900 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -3.2% | 12,897 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +7.9% | 12,834 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.28% | Reduce -3.0% | 12,786 | $1.0M |
| Global Assets Advisory, LLC | 0.29% | Reduce -12.2% | 12,701 | $1.0M |
| Venture Visionary Partners LLC | 0.03% | Reduce -4.0% | 12,622 | $1.0M |
| Discovery Capital Management, LLC / CT | 0.05% | No change | 12,566 | $1000K |
| Telos Capital Management, Inc. | 0.10% | Add +1.1% | 12,504 | $995K |
| M.D. Sass, LLC | 0.07% | New | 12,400 | $987K |
| Elk River Wealth Management LLC | 0.16% | Reduce -9.9% | 12,392 | $986K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +9.6% | 12,349 | $982K |
| Visionary Wealth Advisors | 0.04% | Add +9.9% | 12,199 | $971K |
| Rooted Wealth Advisors, Inc. | 0.25% | Add +22.6% | 11,903 | $959K |
| Rialto Wealth Management, LLC | 0.22% | Add +0.0% | 12,046 | $958K |
| Argyle Capital Partners, LLC | 0.69% | Reduce -2.6% | 11,978 | $953K |
| Belvedere Trading LLC | 0.13% | Reduce -7.0% | 11,977 | $953K |
| Howland Capital Management LLC | 0.04% | No change | 11,949 | $951K |
| Objective Capital Management, LLC | 0.95% | Reduce -11.0% | 11,854 | $943K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.26% | Add +28.8% | 11,824 | $941K |
| WASHINGTON TRUST Co | 0.03% | Reduce -2.7% | 11,822 | $941K |
| TT Capital Management LLC | 0.77% | Reduce -7.1% | 11,696 | $930K |
| StoneX Group Inc. | 0.05% | Add +32.3% | 11,548 | $911K |
| Trek Financial, LLC | 0.05% | Reduce -71.5% | 11,410 | $908K |
| Narus Financial Partners, LLC | 0.24% | Reduce -1.6% | 11,392 | $906K |
| Whittier Trust Co. | 0.01% | Reduce -23.5% | 11,104 | $885K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -11.9% | 11,118 | $885K |
| Activest Wealth Management | 0.16% | Add +0.1% | 11,117 | $884K |
| Citizens & Northern Corp. | 0.22% | Add +1.4% | 10,976 | $873K |
| Flagstar Securities, Inc. | 0.31% | Reduce -20.2% | 10,910 | $868K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -2.3% | 10,658 | $848K |
| Red Door Wealth Management, LLC | 0.09% | Add +5.8% | 10,572 | $841K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 10,545 | $839K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Reduce -74.7% | 10,494 | $835K |
| NewEdge Advisors, LLC | 0.00% | Reduce -60.5% | 10,494 | $835K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -15.6% | 10,493 | $835K |
| MAI Capital Management | 0.00% | Add +0.7% | 10,468 | $833K |
| Barden Capital Management, Inc. | 0.70% | Add +1.9% | 10,333 | $822K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -8.1% | 10,209 | $818K |
| Portfolio Strategies, Inc. | 0.10% | No change | 10,190 | $811K |
| Lifestyle Asset Management, Inc. | 0.26% | Reduce -71.7% | 10,189 | $811K |
| GWN Securities Inc. | 0.15% | Reduce -20.0% | 10,184 | $810K |
| Gryphon Financial Partners LLC | 0.08% | No change | 10,170 | $809K |
| Park Square Financial Group, LLC | 6.13% | Reduce -45.7% | 10,139 | $807K |
| J. Safra Sarasin Holding AG | 0.01% | New | 10,235 | $807K |
| Mgo One Seven LLC | 0.02% | Add +2.5% | 10,047 | $799K |
| Yorktown Management & Research Co Inc | 0.67% | Add +25.0% | 10,000 | $796K |
| Adams Wealth Management | 0.17% | Reduce -10.5% | 9,862 | $785K |
| CacheTech Inc. | 0.15% | Reduce -30.4% | 9,862 | $785K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +204.0% | 9,861 | $785K |
| Diversified Enterprises, LLC | 0.04% | Reduce -11.7% | 9,802 | $780K |
| Invesco Ltd. | 0.00% | Add +1.6% | 9,702 | $772K |
| Bellecapital International Ltd. | 0.14% | Reduce -55.5% | 9,631 | $766K |
| City Center Advisors, LLC | 0.70% | Add +48.0% | 9,454 | $752K |
| Cibc World Market Inc. | 0.00% | Reduce -65.0% | 9,447 | $752K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -35.7% | 9,464 | $746K |
| Sigma Planning Corp | 0.02% | Add +2.3% | 9,300 | $740K |
| Independent Financial Group, LLC | 0.02% | Reduce -14.3% | 9,190 | $731K |
| BTG Pactual Asset Management US LLC | 0.07% | No change | 9,099 | $724K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -9.3% | 9,077 | $722K |
| Integrity Alliance, Llc. | 0.03% | Add +5.6% | 9,000 | $716K |
| Wick Capital Partners, LLC | 0.13% | Reduce -3.4% | 8,961 | $713K |
| Private Trust Co. NA | 0.06% | Reduce -28.9% | 8,944 | $712K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -94.0% | 8,926 | $708K |
| Cosner Financial Group, LLC | 0.39% | Reduce -4.1% | 8,851 | $704K |
| Independent Wealth Network Inc. | 0.21% | Add +158.0% | 8,807 | $701K |
| Argonautica Private Wealth Management, Inc. | 0.21% | No change | 8,799 | $700K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 8,736 | $695K |
| Garrison Point Advisors, LLC | 0.32% | Add +30.5% | 8,678 | $690K |
| Thrive Capital Management, LLC | 0.15% | Reduce -11.7% | 8,658 | $689K |
| Strategic Blueprint, LLC | 0.04% | Reduce -42.8% | 8,651 | $688K |
| Woodward Diversified Capital, LLC | 0.31% | No change | 8,446 | $681K |
| Copia Wealth Management | 0.47% | Reduce -12.8% | 8,515 | $677K |
| Hillcrest Wealth Advisors - NY, LLC | 0.27% | Add +80.8% | 8,500 | $676K |
| Lexington Hill Partners, LLC | 0.38% | Add +1.0% | 8,416 | $670K |
| RiverGlades Family Offices LLC | 0.39% | — | 8,386 | $667K |
| AmeriServ Wealth Advisors | 0.42% | Reduce -3.7% | 8,364 | $665K |
| Pinion Investment Advisors, LLC | 0.15% | Reduce -17.9% | 8,312 | $661K |
| Fortis Capital Advisors, LLC | 0.09% | Add +0.3% | 8,259 | $657K |
| Benjamin Edwards Inc. | 0.01% | Add +4.7% | 8,246 | $656K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -0.0% | 8,227 | $655K |
| Accurate Wealth Management, LLC | 0.08% | Add +2.3% | 8,168 | $653K |
| PFG Advisors | 0.03% | Reduce -5.5% | 8,203 | $653K |
| Cedrus Wealth Group LLC | 0.72% | Add +1.9% | 8,165 | $650K |
| KFA Private Wealth Group, LLC | 0.16% | Reduce -0.6% | 8,153 | $649K |
| Accredited Investors Inc. | 0.03% | No change | 8,150 | $648K |
| Arkos Global Advisors | 0.08% | Reduce -0.1% | 8,143 | $648K |
| Wincap Financial LLC | 0.43% | Reduce -6.2% | 8,089 | $644K |
| MKD Wealth Coaches, LLC | 0.63% | Reduce -3.0% | 8,062 | $641K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -34.6% | 8,023 | $638K |
| Bar Harbor Wealth Management | 0.04% | Add +1.5% | 8,018 | $638K |
| Advisor OS, LLC | 0.05% | Reduce -19.3% | 7,982 | $635K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -52.5% | 7,978 | $635K |
| Coastline Trust Co | 0.06% | Reduce -49.2% | 7,912 | $629K |
| Stirlingshire Investments, Inc. | 0.55% | Reduce -52.3% | 7,906 | $629K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -61.0% | 7,829 | $623K |
| CV Advisors LLC | 0.17% | No change | 7,821 | $622K |
| Single Point Partners, LLC | 0.12% | Reduce -7.1% | 7,814 | $622K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -21.6% | 7,793 | $620K |
| Sonata Capital Group Inc. | 0.22% | No change | 7,635 | $607K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 7,520 | $606K |
| Fortis Group Advisors, LLC | 0.10% | Reduce -7.9% | 7,543 | $606K |
| Consilium Wealth Advisory, LLC | 0.20% | Add +23.7% | 7,505 | $597K |
| TRB Wealth Management, LLC | 0.08% | — | 7,488 | $596K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.13% | Add +37.0% | 7,400 | $589K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | Add +37.5% | 7,392 | $588K |
| Dearborn Partners LLC | 0.03% | Add +14.0% | 13,876 | $587K |
| PKS Advisory Services, LLC | 0.14% | Add +4.1% | 7,377 | $587K |
| First Growth Capital LLC | 0.53% | Add +23.6% | 7,314 | $580K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 7,276 | $579K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +26.9% | 7,272 | $579K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -8.2% | 7,264 | $578K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | No change | 7,255 | $577K |
| Daybright Advisory Services, Inc. | 0.16% | Reduce -0.3% | 7,231 | $575K |
| Webster Bank, N. A. | 0.05% | Reduce -2.0% | 7,203 | $573K |
| Chapin Davis, Inc. | 0.13% | Add +22.0% | 7,191 | $572K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -10.7% | 7,175 | $571K |
| Fortress Financial Solutions, LLC | 0.59% | Add +9.1% | 7,155 | $569K |
| Bridgewater Associates | 0.00% | Reduce -2.9% | 7,121 | $567K |
| Focus Financial Network, Inc. | 0.02% | Reduce -9.3% | 7,077 | $563K |
| Verdad Advisers, LP | 0.63% | New | 7,070 | $562K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -20.6% | 7,042 | $560K |
| Lionshead Wealth Management, LLC | 0.41% | Reduce -11.7% | 6,929 | $551K |
| Captrust Financial Advisors | 0.00% | Reduce -22.6% | 6,909 | $550K |
| Proathlete Wealth Management LLC | 0.15% | No change | 6,899 | $549K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 6,858 | $546K |
| Prelude Capital Management, LLC | 0.04% | Reduce -80.6% | 6,814 | $542K |
| Navigation Wealth Management, Inc. | 1.95% | Add +117.6% | 6,798 | $541K |
| Cohen Investment Advisors LLC | 0.26% | Add +6.6% | 6,767 | $538K |
| Aspiriant, LLC | 0.02% | Reduce -67.1% | 6,705 | $533K |
| Composition Wealth, LLC | 0.01% | Add +19.8% | 6,659 | $530K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.2% | 6,529 | $526K |
| Mann Financial Group, Inc. | 0.49% | Add +47.8% | 6,599 | $525K |
| IPG Investment Advisors LLC | 0.09% | New | 6,535 | $520K |
| Natixis | 0.00% | Add +5.7% | 6,484 | $516K |
| Manning & Napier Advisors LLC | 0.01% | Add +3.8% | 6,483 | $516K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +161.2% | 6,481 | $516K |
| OFS Enterprise LLC | 0.15% | — | 6,471 | $515K |
| AlphaCore Capital LLC | 0.01% | Add +4.1% | 6,457 | $514K |
| Granville Capital, Inc. | 0.27% | Add +1.8% | 6,453 | $513K |
| Gotham Asset Management | 0.00% | No change | 6,416 | $510K |
| Rik Saylor Financial, Inc. | 0.39% | Add +0.5% | 6,409 | $510K |
| Verus Capital Partners, LLC | 0.04% | Add +5.8% | 6,407 | $510K |
| Ellenbecker Investment Group | 0.07% | Reduce -1.2% | 6,397 | $509K |
| Owen LaRue, LLC | 0.19% | Reduce -29.4% | 6,362 | $506K |
| CoreCap Advisors, LLC | 0.02% | Reduce -7.5% | 6,341 | $505K |
| White Pine Capital LLC | 0.14% | No change | 6,327 | $503K |
| FWG Holdings, LLC | 0.19% | Add +68.7% | 6,305 | $502K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.1% | 6,298 | $501K |
| Everhart Financial Group, Inc. | 0.04% | Add +12.8% | 6,297 | $501K |
| 5T Wealth, LLC | 0.20% | Add +6.4% | 6,268 | $499K |
| Ducere Wealth Management LLC | 0.20% | New | 6,235 | $496K |
| Primoris Wealth Advisors, LLC | 0.34% | No change | 6,150 | $489K |
| PFG Investments, LLC | 0.02% | Add +10.4% | 6,128 | $488K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +49.1% | 6,092 | $485K |
| TruNorth Capital Management, LLC | 0.09% | No change | 6,015 | $479K |
| BG Investment Services, LLC | 0.40% | Reduce -2.3% | 6,014 | $478K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +15.6% | 6,001 | $477K |
| Warberg Asset Management LLC | 0.98% | New | 6,000 | $477K |
| Sovereign Investment Advisors, LLC | 0.10% | New | 5,997 | $477K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -19.4% | 5,995 | $477K |
| Aft, Forsyth & Company, Inc. | 0.22% | Reduce -0.0% | 5,975 | $475K |
| Tolleson Wealth Management, Inc. | 0.07% | Reduce -5.8% | 5,937 | $472K |
| Dynamic Financial Group | 0.38% | No change | 5,886 | $468K |
| Traynor Capital Management, Inc. | 0.03% | Add +2.9% | 5,906 | $465K |
| Guardian Partners Inc. | 0.04% | Add +11.1% | 5,833 | $465K |
| American Wealth Advisors, LLC | 0.48% | Reduce -2.7% | 5,794 | $461K |
| Olde Wealth Management, LLC | 0.15% | Reduce -0.3% | 5,786 | $460K |
| Victory Financial Group, LLC | 0.06% | Reduce -24.3% | 5,772 | $459K |
| Box Hill Private Wealth LLC | 0.45% | Reduce -11.6% | 5,770 | $459K |
| Rossmore Private Capital | 0.04% | Add +2.3% | 5,649 | $449K |
| AEGON USA Investment Management, LLC | 0.44% | No change | 5,575 | $444K |
| Wesbanco Bank Inc. | 0.01% | Reduce -1.6% | 5,525 | $440K |
| Smartleaf Asset Management LLC | 0.02% | Add +46.0% | 5,565 | $439K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +10.4% | 5,475 | $436K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -2.0% | 5,442 | $433K |
| O'ROURKE & COMPANY, Inc | 0.17% | Reduce -2.3% | 5,400 | $430K |
| Kintra Wealth, LLC | 0.03% | Add +108.3% | 5,397 | $429K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -10.8% | 5,329 | $424K |
| Aua Capital Management, LLC | 0.21% | Reduce -11.4% | 5,266 | $419K |
| Graetz Wealth LLC | 0.37% | Add +2.2% | 5,233 | $416K |
| Brighton Jones LLC | 0.01% | New | 5,205 | $414K |
| OneAscent Financial Services LLC | 0.02% | New | 5,197 | $413K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -3.6% | 5,154 | $410K |
| Omega Financial Group, LLC | 0.13% | Add +3.1% | 5,091 | $405K |
| 10Elms LLP | 0.28% | No change | 5,085 | $405K |
| Wagner Wealth Management, Corp | 0.36% | Add +14.0% | 5,053 | $402K |
| DAVENPORT & Co LLC | 0.00% | Add +6.3% | 5,036 | $401K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -3.1% | 5,024 | $400K |
| Haverford Trust Co | 0.00% | No change | 5,023 | $400K |
| E&G Advisors, LLC | 0.09% | No change | 5,000 | $398K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 4,991 | $397K |
| Pennington Partners & Co., LLC | 0.14% | Reduce -1.2% | 4,990 | $397K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,927 | $392K |
| Heirloom Wealth Management | 0.07% | New | 4,924 | $392K |
| Cabana LLC | 3.06% | Reduce -29.2% | 4,900 | $390K |
| Pacific Excel Wealth Advisors, Inc. | 0.41% | New | 4,897 | $390K |
| Colonial Trust Co / SC | 0.05% | Reduce -3.2% | 4,850 | $386K |
| Estate Counselors, LLC | 0.03% | Add +81.3% | 4,850 | $386K |
| Axis Wealth Partners, LLC | 0.20% | Reduce -9.2% | 4,842 | $385K |
| EFG International AG | 0.01% | No change | 4,804 | $382K |
| Stewardship Advisors, LLC | 0.09% | No change | 4,801 | $382K |
| Rockport Wealth LLC | 0.07% | Reduce -14.9% | 4,782 | $380K |
| Forum Finance Group S.A. | 0.20% | — | 5,920 | $376K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -6.4% | 4,715 | $375K |
| SWP Financial LLC | 0.19% | Add +86.1% | 4,711 | $375K |
| Ascentis Independent Advisors | 0.03% | Add +57.3% | 4,694 | $374K |
| RPg Family Wealth Advisory, LLC | 0.08% | Reduce -0.7% | 4,682 | $373K |
| RAM Investment Partners, LLC | 0.07% | Add +21.1% | 4,679 | $372K |
| Emergent Wealth Advisors, LLC | 0.22% | Reduce -83.4% | 4,658 | $371K |
| Debussy Capital Management LP | 0.05% | Reduce -1.3% | 4,649 | $370K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -35.2% | 4,629 | $368K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -84.8% | 4,601 | $366K |
| Banta Asset Management LP | 0.37% | Reduce -3.5% | 4,600 | $366K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -0.1% | 4,522 | $360K |
| AE Wealth Management LLC | 0.00% | Reduce -86.2% | 4,485 | $357K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +25.1% | 4,474 | $356K |
| Joseph Group Capital Management | 0.09% | Reduce -15.0% | 4,462 | $355K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.1% | 4,449 | $354K |
| Annex Advisory Services, LLC | 0.01% | Reduce -0.1% | 4,402 | $350K |
| Aljian Capital Management, LLC | 0.07% | New | 4,400 | $350K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 4,389 | $349K |
| Modera Wealth Management, LLC | 0.00% | Reduce -5.5% | 4,355 | $346K |
| Petix & Botte Co | 0.16% | Reduce -49.8% | 4,353 | $346K |
| Compound Planning, Inc. | 0.01% | Add +66.4% | 4,341 | $345K |
| Clear Investment Research, LLC | 0.54% | Add +0.1% | 4,323 | $344K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +21.9% | 4,311 | $343K |
| Alaska Permanent Fund Corp | 0.02% | No change | 4,264 | $343K |
| Regions Financial Corp. | 0.00% | Add +2.2% | 4,283 | $341K |
| Berkeley Capital Partners, LLC | 0.08% | Add +1.0% | 4,279 | $340K |
| Cresset Asset Management, LLC | 0.00% | Add +64.9% | 4,192 | $334K |
| Van Diest Capital, LLC | 0.26% | Add +9.7% | 4,159 | $331K |
| Red Wave Investments LLC | 0.10% | No change | 4,155 | $331K |
| Noesis Capital Mangement Corp. | 0.05% | Reduce -10.6% | 4,137 | $329K |
| 17 Capital Partners, LLC | 0.17% | Add +8.6% | 4,105 | $327K |
| Madden Advisory Services, Inc. | 0.13% | Add +8.9% | 4,086 | $325K |
| Obsidian Cio, LLC | 0.29% | New | 4,071 | $324K |
| Financial Strategies Group, Inc. | 0.05% | Add +26.1% | 4,004 | $322K |
| First National Bank of Omaha | 0.01% | Add +30.6% | 4,050 | $322K |
| Cerity Partners Retirement Plan Advisors LLC | 0.16% | — | 4,074 | $322K |
| Chesapeake Wealth Management | 0.10% | Add +21.5% | 3,955 | $315K |
| First Horizon Corp. | 0.01% | No change | 3,919 | $312K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.7% | 3,898 | $310K |
| Spire Wealth Management | 0.01% | Reduce -0.5% | 3,886 | $309K |
| Sun Financial Inc | 0.15% | Add +28.5% | 3,870 | $309K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +3.5% | 3,834 | $309K |
| Empower Advisory Group, LLC | 0.00% | Reduce -29.9% | 3,870 | $308K |
| Tassel Capital Management, Inc. | 0.17% | New | 3,845 | $306K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,825 | $304K |
| Caldwell Trust Co | 0.03% | No change | 3,764 | $299K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,744 | $298K |
| Independent Wealth Advisors LLC | 0.29% | Add +0.1% | 3,722 | $296K |
| American Financial Advisors, LLC | 0.04% | Reduce -9.9% | 3,701 | $294K |
| Alliance Wealth Advisors, LLC | 0.06% | Reduce -53.6% | 3,689 | $293K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.0% | 3,677 | $293K |
| Wealth Quarterback LLC | 0.11% | Add +24.0% | 3,654 | $291K |
| Krilogy Financial LLC | 0.01% | New | 3,608 | $290K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -7.9% | 3,581 | $285K |
| Beacon Financial Group | 0.03% | Add +1.6% | 3,581 | $285K |
| SVB Wealth LLC | 0.02% | Reduce -12.1% | 3,570 | $284K |
| Diversified Trust Co. | 0.01% | Add +20.9% | 3,559 | $283K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1.0% | 3,543 | $282K |
| American Trust | 0.02% | New | 3,543 | $282K |
| Cypress Capital Group | 0.03% | Add +20.5% | 3,525 | $280K |
| Arwa LLC | 0.14% | Reduce -7.4% | 3,492 | $280K |
| Steinberganna Wealth Management | 0.13% | Reduce -1.5% | 3,518 | $280K |
| Braeburn Wealth Management LLC | 0.16% | No change | 3,500 | $278K |
| Infrastructure Capital Advisors, LLC | 0.04% | New | 3,509 | $278K |
| Quest 10 Wealth Builders, Inc. | 0.24% | Reduce -2.8% | 3,460 | $275K |
| Eq LLC | 0.08% | Reduce -95.3% | 3,437 | $273K |
| AMG National Trust Bank | 0.01% | No change | 3,437 | $273K |
| Atlas Private Wealth Advisors | 0.06% | Add +0.4% | 3,435 | $273K |
| AQR Capital Management | 0.00% | New | 3,421 | $272K |
| West Wealth Group, LLC | 0.05% | Reduce -5.4% | 3,418 | $272K |
| Cladis Investment Advisory, LLC | 0.15% | No change | 3,400 | $271K |
| Wealthfront Advisers LLC | 0.00% | Add +33.7% | 3,394 | $270K |
| Perkins Coie Trust Co | 0.05% | Reduce -43.5% | 3,384 | $269K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,375 | $269K |
| Risk Paradigm Group, LLC | 0.23% | Reduce -0.9% | 3,342 | $266K |
| Peoples Bank | 0.27% | Reduce -1.9% | 3,325 | $265K |
| Global Trust Asset Management, LLC | 0.10% | Reduce -4.2% | 3,320 | $264K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +54.3% | 3,312 | $264K |
| Triton Wealth Management, PLLC | 0.10% | No change | 3,308 | $263K |
| Allworth Financial LP | 0.00% | Add +85.8% | 3,298 | $262K |
| Invested Advisors | 0.26% | No change | 3,294 | $262K |
| Shepherd Financial Partners LLC | 0.02% | New | 3,290 | $262K |
| Compass Capital Corp. /Ma/ | 0.09% | Add +3.6% | 3,266 | $261K |
| Phillip James Consulting Co. | 0.20% | New | 2,370 | $261K |
| Coston, McIsaac & Partners | 0.06% | Reduce -8.2% | 3,270 | $260K |
| Davies Financial Advisors, Inc. | 2.37% | Reduce -60.8% | 3,257 | $259K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,247 | $258K |
| Reflection Asset Management | 0.16% | Add +52.2% | 3,232 | $258K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.0% | 3,239 | $258K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,232 | $257K |
| Total Clarity Wealth Management, Inc. | 0.06% | Add +20.9% | 3,233 | $257K |
| West Branch Capital LLC | 0.07% | No change | 3,225 | $257K |
| Rothschild Investment LLC | 0.01% | No change | 3,212 | $256K |
| Fisher Asset Management | 0.00% | New | 3,198 | $255K |
| Hyposwiss Advisors SA | 0.25% | Add +63.1% | 3,180 | $253K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 3,137 | $250K |
| Haven Private, LLC | 0.11% | Add +5.3% | 3,135 | $249K |
| Titleist Asset Management, LLC | 0.02% | New | 3,087 | $246K |
| Kelly Financial Services LLC | 0.06% | New | 3,086 | $246K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +23.3% | 3,072 | $244K |
| Principle Wealth Partners LLC | 0.01% | Add +4.9% | 3,067 | $244K |
| Harvest Investment Services, LLC | 0.04% | New | 3,057 | $243K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 3,051 | $243K |
| NewEdge Wealth, LLC | 0.00% | Add +1.5% | 3,049 | $243K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,030 | $241K |
| Financial Management Professionals, Inc. | 0.03% | Add +1.3% | 3,022 | $240K |
| RDA Financial Network | 0.06% | Reduce -5.9% | 3,009 | $239K |
| Fortitude Advisory Group L.L.C. | 0.11% | Reduce -22.0% | 3,001 | $239K |
| SkyOak Wealth, LLC | 0.04% | No change | 2,990 | $238K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Add +9.7% | 2,990 | $238K |
| Lockerman Financial Group, Inc. | 0.43% | Add +15.4% | 2,981 | $237K |
| Quantum Portfolio Management LLC | 0.10% | Add +3.9% | 2,979 | $237K |
| Farmers National Bank | 0.05% | Add +3.9% | 2,964 | $236K |
| Ashton Thomas Securities, LLC | 0.03% | New | 2,964 | $236K |
| Fund Advisors of America Inc | 0.24% | New | 2,962 | $236K |
| Lansing Street Advisors | 0.06% | New | 2,951 | $235K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -3.9% | 2,945 | $234K |
| Genesis Financial Group, LLC | 0.16% | Reduce -1.7% | 2,934 | $233K |
| ProVise Management Group, LLC | 0.02% | Reduce -4.8% | 2,922 | $233K |
| Partners Capital Investment Group, LLP | 0.01% | Add +1.0% | 2,919 | $232K |
| Argentarii, LLC | 0.08% | New | 2,915 | $232K |
| Portside Wealth Group, LLC | 0.03% | Reduce -9.2% | 2,891 | $230K |
| First PREMIER Bank | 0.05% | Add +90.8% | 2,895 | $230K |
| Centaurus Financial, Inc. | 0.01% | Reduce -5.5% | 2,880 | $229K |
| New Wave Wealth Advisors LLC | 0.08% | Add +0.2% | 2,868 | $228K |
| Premier Private Wealth Management LLC | 0.24% | New | 2,836 | $226K |
| Mainstay Capital Management LLC | 0.02% | No change | 2,826 | $225K |
| HUB Investment Partners, LLC | 0.01% | New | 2,813 | $224K |
| First Western Trust Bank | 0.01% | New | 2,805 | $223K |
| Beck Mack & Oliver LLC | 0.00% | No change | 2,799 | $223K |
| Commerce Advisors, LLC | 0.19% | — | 2,774 | $221K |
| Eldridge Investment Advisors, Inc. | 0.05% | No change | 2,757 | $219K |
| Fiduciary Alliance LLC | 0.01% | New | 2,725 | $219K |
| Howard Wealth Management, LLC | 0.09% | Reduce -12.4% | 2,744 | $218K |
| Newport Capital Group, LLC | 0.13% | New | 2,719 | $216K |
| Wealth Forward, LLC | 0.12% | No change | 2,716 | $216K |
| Dumont & Blake Investment Advisors LLC | 0.05% | No change | 2,712 | $216K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -14.8% | 2,701 | $215K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 2,701 | $215K |
| Greenland Capital Management LP | 0.05% | New | 2,700 | $215K |
| Madison Wealth Partners, Inc | 0.03% | Add +2.1% | 2,700 | $215K |
| Union Savings Bank | 0.09% | No change | 2,697 | $215K |
| Avory & Company, LLC | 0.28% | Reduce -24.3% | 2,686 | $214K |
| Pathstone Holdings, LLC | 0.00% | No change | 2,672 | $213K |
| Strait & Sound Wealth Management LLC | 0.08% | No change | 2,668 | $212K |
| PUREfi Wealth, LLC | 0.14% | New | 2,665 | $212K |
| Pinnacle Family Advisors, LLC | 0.10% | Add +0.4% | 2,657 | $211K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 2,642 | $210K |
| New World Advisors LLC | 0.04% | Reduce -36.9% | 2,639 | $210K |
| Triton Financial Group Inc | 0.37% | New | 2,620 | $210K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -52.6% | 2,605 | $207K |
| South Plains Financial, Inc. | 0.12% | No change | 2,600 | $207K |
| UNIVEST FINANCIAL Corp | 0.01% | Reduce -76.5% | 2,579 | $205K |
| Summit Wealth Group, LLC | 0.05% | No change | 2,554 | $203K |
| Bellwether Advisors, LLC | 0.03% | Reduce -0.4% | 2,550 | $203K |
| Black Diamond Financial, LLC | 0.02% | New | 2,537 | $202K |
| Providence First Trust Co | 0.07% | Reduce -6.8% | 2,535 | $202K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -48.0% | 2,442 | $194K |
| HM Payson & Co. | 0.00% | No change | 2,350 | $187K |
| PlanVest Financial, Inc | 0.14% | — | 2,314 | $184K |
| Willis Johnson & Associates, Inc. | 0.01% | Add +0.8% | 2,286 | $182K |
| UMB Bank, n.a. | 0.00% | No change | 2,189 | $174K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +11.2% | 2,184 | $174K |
| Capital Investment Counsel, Inc | 0.02% | No change | 2,162 | $172K |
| Boyd Watterson Asset Management LLC | 0.05% | No change | 2,158 | $172K |
| WealthShield Partners, LLC | 0.02% | Reduce -9.8% | 2,148 | $171K |
| Stelac Advisory Services LLC | 0.03% | No change | 2,083 | $166K |
| Crewe Advisors LLC | 0.01% | Add +1.0% | 2,019 | $161K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,000 | $159K |
| Ameriflex Group, Inc. | 0.08% | Reduce -10.4% | 1,929 | $153K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -3.4% | 1,885 | $150K |
| EPG Wealth Management LLC | 0.04% | No change | 1,838 | $146K |
| one8zero8, LLC | 0.03% | Reduce -1.4% | 1,802 | $143K |
| Godfrey Financial Associates, Inc. | 0.12% | No change | 1,719 | $137K |
| Intesa Sanpaolo Wealth Management | 0.03% | Add +41.7% | 1,700 | $135K |
| Picton Mahoney Asset Management | 0.00% | Reduce -62.9% | 1,590 | $127K |
| Capital Advisor Network LLC | 0.17% | — | 1,563 | $124K |
| Darwin Wealth Management, LLC | 0.04% | Add +8.0% | 1,560 | $124K |
| Wellington Grp LLC | 0.04% | Add +1.3% | 1,555 | $124K |
| Barrett & Company, Inc. | 0.04% | Reduce -62.7% | 1,518 | $121K |
| Register Financial Advisors LLC | 0.04% | Add +7.5% | 1,517 | $121K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,500 | $119K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -1.7% | 1,483 | $118K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,469 | $117K |
| Park Place Capital Corp | 0.02% | No change | 1,462 | $116K |
| Cambient Family Office, LLC | 0.01% | No change | 1,340 | $107K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -2.3% | 1,333 | $106K |
| YANKCOM Partnership | 0.04% | No change | 1,331 | $106K |
| Caitlin John, LLC | 0.06% | Add +63.8% | 1,310 | $104K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +115.4% | 1,232 | $98K |
| Basepoint Wealth LLC | 0.05% | Add +1.2% | 1,160 | $92K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 1,130 | $90K |
| LFA - Lugano Financial Advisors SA | 0.05% | Add +376.6% | 1,139 | $90K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +0.7% | 1,122 | $89K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,100 | $88K |
| Arax Advisory Partners | 0.00% | Reduce -89.3% | 1,080 | $86K |
| Sound Income Strategies, LLC | 0.00% | Add +14.8% | 1,068 | $85K |
| CKW Financial Group | 0.01% | No change | 1,040 | $83K |
| Bitterroot Capital Advisors LLC | 0.05% | No change | 1,013 | $81K |
| Ancora Advisors LLC | 0.00% | Add +207.9% | 1,007 | $80K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 978 | $78K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 916 | $73K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 789 | $63K |
| Cornerstone Planning Group LLC | 0.01% | Add +6.7% | 785 | $63K |
| NFSG Corp | 0.01% | Add +95.5% | 774 | $62K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.9% | 757 | $60K |
| Bank of New Hampshire | 0.01% | Reduce -6.9% | 755 | $60K |
| Signature Equity Partners, LLC | 0.03% | Reduce -16.1% | 750 | $60K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 748 | $60K |
| International Assets Investment Management, LLC | 0.00% | Add +0.3% | 697 | $55K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -4.2% | 657 | $52K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 630 | $50K |
| Stance Capital LLC | 0.02% | New | 606 | $48K |
| FAS Wealth Partners, Inc. | 0.00% | Add +231.9% | 604 | $48K |
| Synergy Investment Management, LLC | 0.01% | New | 553 | $44K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.07% | — | 392 | $42K |
| Asset Dedication, LLC | 0.00% | Add +30.1% | 527 | $42K |
| Wellington-Altus USA Inc. | 0.02% | No change | 510 | $41K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.0% | 497 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 478 | $38K |
| High Point Wealth Management, LLC | 0.04% | Add +0.8% | 481 | $38K |
| West Paces Advisors Inc. | 0.01% | Add +39.4% | 481 | $38K |
| Tucker Asset Management LLC | 0.01% | Reduce -7.5% | 468 | $37K |
| Phillips Financial Management, LLC | 0.00% | No change | 464 | $37K |
| Advisortrust Partners, LLC | 0.01% | New | 443 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 442 | $35K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 430 | $34K |
| St Germain D J Co. Inc. | 0.00% | Reduce -14.3% | 413 | $33K |
| Magnolia Wealth Management, LLC | 0.02% | New | 405 | $32K |
| CX Institutional | 0.00% | Add +59.2% | 406 | $32K |
| SHP Wealth Management | 0.00% | No change | 400 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -23.2% | 398 | $32K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 377 | $30K |
| Eastern Bank | 0.00% | Reduce -11.0% | 372 | $30K |
| Covestor Ltd | 0.02% | Add +13.4% | 312 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +220.2% | 317 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $24K |
| Jackson Hole Capital Partners, LLC | 0.00% | Reduce -79.5% | 294 | $23K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 287 | $23K |
| Realta Investment Advisors | 0.01% | Reduce -21.4% | 286 | $23K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 283 | $23K |
| American National Bank & Trust | 0.00% | No change | 278 | $22K |
| Mather Group, Llc. | 0.00% | New | 268 | $21K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +460.9% | 258 | $21K |
| Triumph Capital Management | 0.00% | No change | 257 | $20K |
| Grove Bank & Trust | 0.00% | No change | 244 | $19K |
| Wolff Wiese Magana LLC | 0.01% | Add +724.1% | 239 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -16.0% | 237 | $19K |
| Winch Advisory Services, LLC | 0.00% | Add +1.4% | 224 | $18K |
| Key Financial Inc | 0.00% | Reduce -19.1% | 204 | $16K |
| Vision Financial Markets LLC | 0.02% | New | 200 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 200 | $16K |
| McIlrath & Eck, LLC | 0.00% | Reduce -55.3% | 200 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 200 | $16K |
| CNB Bank | 0.01% | No change | 195 | $16K |
| Key Capital Management, INC | 0.01% | Reduce -22.6% | 185 | $15K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 177 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 176 | $14K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 170 | $14K |
| Investors Research Corp | 0.00% | No change | 169 | $13K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +71.4% | 168 | $13K |
| Fairscale Capital, LLC | 0.01% | No change | 166 | $13K |
| Financial Consulate, Inc. | 0.00% | No change | 157 | $12K |
| Archer Investment Corp | 0.00% | No change | 155 | $12K |
| Tompkins Financial Corp. | 0.00% | No change | 153 | $12K |
| Noble Wealth Management PBC | 0.01% | No change | 150 | $12K |
| Armor Investment Advisors, LLC | 0.00% | No change | 148 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 141 | $11K |
| IAG Wealth Partners, LLC | 0.00% | Add +21.2% | 137 | $11K |
| Community Bank, N.A. | 0.00% | No change | 137 | $11K |
| Crews Bank & Trust | 0.00% | New | 134 | $11K |
| Blueline Advisors LLC | 0.01% | New | 133 | $11K |
| Princeton Global Asset Management LLC | 0.00% | No change | 132 | $10K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 117 | $9K |
| Nova Wealth Management, Inc. | 0.01% | New | 103 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $8K |
| New Republic Capital, LLC | 0.00% | Add +361.9% | 97 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 95 | $8K |
| Bangor Savings Bank | 0.00% | No change | 95 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 93 | $7K |
| Creative Financial Designs Inc. | 0.00% | Reduce -45.2% | 92 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | New | 90 | $7K |
| Wolverine Asset Management LLC | 0.00% | New | 86 | $7K |
| SJS Investment Consulting Inc. | 0.00% | No change | 67 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 65 | $5K |
| Strategic Wealth Advisors LLC | 0.00% | Add +7.1% | 75 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 62 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 60 | $5K |
| Matrix Private Capital Group LLC | 0.00% | No change | 58 | $5K |
| Team Financial Group, LLC | 0.00% | New | 58 | $5K |
| Root Financial Partners, LLC | 0.00% | No change | 58 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +5.7% | 56 | $4K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -47.6% | 55 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 52 | $4K |
| Strive Financial Group ,LLC | 0.00% | New | 50 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 49 | $4K |
| Park National Corp. | 0.00% | New | 40 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 33 | $3K |
| Founders Capital Management | 0.00% | No change | 31 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -35.9% | 25 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +91.7% | 23 | $2K |
| Hoey Investments, Inc. | 0.00% | No change | 23 | $2K |
| Westfuller Advisors, LLC | 0.00% | Add +5.3% | 20 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -98.5% | 16 | $1K |
| Topsail Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Sofi Wealth, LLC | 0.00% | Reduce -48.1% | 14 | $1K |
| Horizons Wealth Management | 0.00% | No change | 13 | $1K |
| PayPay Securities Corp | 0.03% | Reduce -21.4% | 11 | $884 |
| Larson Financial Group LLC | 0.00% | No change | 10 | $796 |
| USA Financial Formulas | 0.00% | Reduce -100.0% | 9 | $716 |
| Dunhill Financial, LLC | 0.00% | New | 7 | $556 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +500.0% | 6 | $477 |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -90.0% | 5 | $398 |
| Bogart Wealth, LLC | 0.00% | New | 3 | $223 |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $80 |
| 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.