Ishr Ibx Usd Hiyld CB ETF-UiHYGETF
13F holders, Q2 2026 (June 30)991holders +5
88new positions
77sold out
8famous investors
$79.96avg. 13F price*
At the end of Q2 2026, 991 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings, up 5 from Q1 2026. 88 opened new positions and 77 sold out. The largest holders were Morgan Stanley ($1.6B), Clark Capital Management Group, Inc. ($1.5B) and BlackRock, Inc. ($1.4B). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ishr Ibx Usd Hiyld CB ETF-Ui
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 464288513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $411.5M |
| Exits | 77 | $827.6M |
All 13F filers, Q1 2026 → Q2 2026: 55,690,369 shares bought and 64,836,637 shares sold, net −9,146,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 991 holders
| Morgan Stanley | 0.08% | Reduce -25.9% | 19,441,067 | $1.6B |
| Clark Capital Management Group, Inc. | 8.23% | Reduce -0.4% | 18,889,629 | $1.5B |
| BlackRock, Inc. | 0.02% | Add +5.1% | 17,869,123 | $1.4B |
| Bank of America Corp. | 0.09% | Reduce -6.4% | 17,696,883 | $1.4B |
| Goldman Sachs Group Inc. | 0.12% | Add +584.1% | 14,440,801 | $1.2B |
| Japan Science & Technology Agency | 17.61% | Add +12.0% | 11,640,626 | $930.9M |
| Ontario Teachers Pension Plan Board | 4.56% | Add +36.2% | 8,950,000 | $715.7M |
| Citigroup Inc. | 0.31% | Add +62.2% | 8,217,075 | $657.1M |
| APG Asset Management US Inc. | 4.00% | Add +15.6% | 7,166,024 | $570.3M |
| BNP Paribas Financial Markets | 0.30% | Add +9.0% | 7,082,601 | $566.4M |
| Assetmark, Inc. | 0.95% | Reduce -0.5% | 6,908,843 | $552.5M |
| JPMorgan Chase & Co. | 0.03% | Add +5.2% | 6,350,216 | $508.1M |
| Royal Bank of Canada | 0.08% | Add +19.5% | 6,235,840 | $498.7M |
| Envestnet Asset Management Inc. | 0.10% | Add +5.5% | 5,230,181 | $418.3M |
| Caisse de depot et placement du Quebec | 0.45% | Add +22.6% | 3,927,162 | $314.1M |
| Northwestern Mutual Investment Management Company, LLC | 3.52% | Add +509.8% | 3,750,000 | $299.9M |
| UBS Group AG | 0.05% | Reduce -40.5% | 3,612,961 | $288.9M |
| LPL Financial LLC | 0.06% | Add +20.1% | 3,282,876 | $262.5M |
| Mackenzie Financial Corp. | 0.25% | Add +41.1% | 3,173,717 | $253.8M |
| Stifel Financial Corp. | 0.19% | Add +7.3% | 2,925,217 | $233.9M |
| Wells Fargo & Company | 0.04% | Reduce -62.4% | 2,847,856 | $227.7M |
| BNP Paribas | 5.68% | Add +10.9% | 2,619,837 | $209.5M |
| Endurance Services Ltd | 29.47% | Add +1.8% | 2,406,196 | $192.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 3.79% | Add +2054.6% | 2,189,127 | $175.1M |
| Howard Capital Management, LLC | 2.06% | Add +520.9% | 2,161,857 | $172.9M |
| Man Group plc | 0.31% | Add +646.7% | 2,111,030 | $168.8M |
| TD Asset Management Inc | 0.14% | Reduce -46.8% | 2,002,740 | $160.2M |
| Ocean Park Asset Management, LLC | 7.66% | Reduce -26.1% | 1,988,691 | $159.0M |
| Citadel Advisors | 0.09% | Add +69.4% | 1,986,816 | $158.9M |
| Capula Management Ltd | 0.68% | Add +2036.6% | 1,913,439 | $153.0M |
| Barclays PLC | 0.04% | Reduce -68.3% | 1,753,617 | $140.2M |
| Millennium Management | 0.09% | Add +182.8% | 1,595,384 | $127.6M |
| Cetera Investment Advisers | 0.12% | Add +35.1% | 1,593,670 | $127.4M |
| State of Tennessee, Department of Treasury | 0.38% | Add +77.3% | 1,585,012 | $126.8M |
| Bain Capital Credit, LP | 34.32% | Add +77.6% | 1,578,713 | $126.2M |
| Ameriprise Financial Inc. | 0.03% | Add +0.8% | 1,566,698 | $125.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.18% | Reduce -14.0% | 1,535,122 | $122.8M |
| HRT Financial LP | 0.22% | Reduce -10.8% | 1,521,905 | $121.7M |
| PartnerRe Asset Management CORP | 78.99% | No change | 1,397,745 | $111.8M |
| HSBC Holdings PLC | 0.05% | Add +335.9% | 1,287,411 | $103.0M |
| Bank of Montreal | 0.03% | Add +191.3% | 1,149,036 | $91.9M |
| Toronto Dominion Bank | 0.15% | Add +136.1% | 1,141,108 | $91.3M |
| Symetra Investment Management Co | 7.93% | Reduce -16.1% | 1,134,937 | $90.8M |
| Neuberger Berman Group LLC | 0.06% | Add +189.6% | 1,115,164 | $89.2M |
| Liberty Mutual Group Asset Management Inc. | 7.48% | No change | 1,071,233 | $85.7M |
| Counterpoint Mutual Funds LLC | 8.33% | Add +447.3% | 1,053,347 | $84.2M |
| Susquehanna International Group, LLP | 0.07% | Reduce -33.8% | 1,050,417 | $84.0M |
| State of Michigan Retirement System | 0.32% | New | 900,000 | $72.0M |
| Raymond James Financial Inc. | 0.02% | Add +4.4% | 879,944 | $70.4M |
| FMR LLC | 0.00% | Add +3899.7% | 792,376 | $63.4M |
| US Bancorp \de | 0.07% | Add +6.0% | 787,171 | $63.0M |
| Sumitomo Mitsui Financial Group, Inc. | 1.19% | Add +0.5% | 780,473 | $62.4M |
| SBI Okasan Asset Management Co.Ltd. | 2.04% | Reduce -82.4% | 777,090 | $62.2M |
| National Philanthropic Trust | 0.89% | Reduce -3.0% | 769,151 | $61.5M |
| Banco BTG Pactual S.A. | 8.00% | Add +5.4% | 751,373 | $60.1M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -14.3% | 709,951 | $56.8M |
| Prudential Financial Inc. | 0.06% | Reduce -20.1% | 677,262 | $54.2M |
| MML Investors Services, LLC | 0.11% | Add +13.3% | 670,517 | $53.6M |
| Schroder Investment Management Group | 0.04% | Add +47.3% | 657,970 | $52.6M |
| Centiva Capital, LP | 1.76% | New | 652,000 | $52.1M |
| Jane Street Group, LLC | 0.03% | Reduce -66.3% | 573,657 | $45.9M |
| Pure Financial Advisors, LLC | 0.58% | Add +5.0% | 560,580 | $44.8M |
| iA Global Asset Management Inc. | 0.52% | Reduce -59.9% | 542,084 | $43.4M |
| Allstate Corp. | 0.43% | Reduce -71.5% | 539,073 | $43.1M |
| CI Investments Inc. | 0.13% | Reduce -1.0% | 520,215 | $41.6M |
| Caspian Capital LP | 22.70% | New | 500,000 | $40.0M |
| Osaic Holdings, Inc. | 0.05% | Add +19.9% | 484,755 | $38.8M |
| Towercrest Capital Management | 5.36% | Add +4.0% | 481,066 | $38.5M |
| Graham Capital Management, L.P. | 1.48% | Add +93.8% | 478,500 | $38.3M |
| 1832 Asset Management L.P. | 0.05% | Add +30.2% | 461,181 | $36.9M |
| Aristotle Pacific Capital, LLC | 16.79% | Add +81.0% | 441,368 | $35.3M |
| CBIZ Investment Advisory Services, LLC | 1.28% | No change | 441,115 | $35.1M |
| DV Trading LLC | 2.82% | Reduce -9.5% | 426,000 | $34.1M |
| IMC-Chicago, LLC | 0.31% | Add +3.4% | 418,029 | $33.4M |
| DRW Securities, LLC | 1.99% | Add +214.9% | 416,427 | $33.3M |
| Deseret Mutual Benefit Administrators | 10.49% | Add +1.5% | 401,482 | $32.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +111.3% | 400,106 | $32.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +107.0% | 383,620 | $30.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.08% | Add +39.5% | 377,751 | $30.2M |
| Capstone Investment Advisors, LLC | 0.27% | New | 372,550 | $29.8M |
| Wellington Management Group LLP | 0.01% | Add +411.5% | 370,535 | $29.6M |
| Analyst IMS Investment Management Services Ltd. | 0.67% | New | 360,098 | $28.8M |
| Stairway Partners, LLC | 1.34% | Add +9.0% | 355,328 | $28.4M |
| Hikari Tsushin, Inc. | 1.82% | No change | 343,165 | $27.4M |
| Williams Jones Wealth Management, LLC. | 0.31% | Add +6.2% | 341,905 | $27.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +59.5% | 329,400 | $26.3M |
| CIBC Bancorp USA Inc. | 0.03% | Add +19.5% | 321,516 | $25.6M |
| Truist Financial Corp. | 0.03% | Reduce -7.8% | 318,032 | $25.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.16% | Reduce -97.9% | 315,000 | $25.2M |
| Kwmg, LLC | 1.82% | Add +4.7% | 314,508 | $25.2M |
| Alliance Wealth Management Group | 4.87% | Add +5.0% | 313,153 | $25.0M |
| Toews Corp. | 3.60% | New | 309,000 | $24.7M |
| III Capital Management | 6.45% | New | 308,000 | $24.6M |
| Allianz SE | 0.25% | No change | 300,000 | $24.0M |
| Highbridge Capital Management LLC | 1.57% | New | 298,365 | $23.9M |
| Trust Co | 2.09% | Add +1.5% | 290,017 | $23.2M |
| Principal Securities, Inc. | 0.28% | Add +21.1% | 287,589 | $23.0M |
| Edgestream Partners, L.P. | 0.67% | Add +141.9% | 281,586 | $22.5M |
| Fifth Third Bancorp | 0.04% | Reduce -9.3% | 277,976 | $22.2M |
| Summit Financial Consulting LLC | 14.78% | Reduce -2.5% | 272,444 | $21.8M |
| Invst, LLC | 2.02% | Add +12.1% | 259,299 | $20.7M |
| Brevan Howard Capital Management LP | 0.30% | Reduce -96.1% | 250,000 | $20.0M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 248,016 | $19.8M |
| Jump Financial, LLC | 0.19% | Add +141.2% | 244,194 | $19.5M |
| Park Avenue Securities LLC | 0.12% | Add +22.1% | 242,234 | $19.4M |
| Twele Capital Management, Inc. | 3.16% | Reduce -0.2% | 242,205 | $19.4M |
| Strong Tower Advisory Services | 3.46% | Reduce -1.0% | 241,084 | $19.3M |
| Focus Partners Wealth | 0.02% | Reduce -17.5% | 237,244 | $19.0M |
| King Street Capital Management, L.P. | 10.00% | New | 237,100 | $19.0M |
| Voya Financial Advisors, Inc. | 1.54% | Add +22.7% | 218,419 | $17.5M |
| Prudent Man Advisors, LLC | 4.00% | Add +59.7% | 218,425 | $17.5M |
| Amarillo National Bank | 2.77% | No change | 215,898 | $17.3M |
| SG Americas Securities, LLC | 0.01% | Add +66.2% | 203,683 | $16.3M |
| Global Wealth Management Investment Advisory, Inc. | 2.29% | Add +7.0% | 201,473 | $16.1M |
| Greenup Street Wealth Management LLC | 1.94% | Add +51.5% | 199,469 | $16.0M |
| Acasta Partners UK LLP | 49.28% | Add +95.5% | 198,841 | $15.9M |
| Cullen/Frost Bankers, Inc. | 0.15% | Add +6.8% | 196,125 | $15.7M |
| Isabella Capital Management LLP | 100.00% | Add +11.4% | 195,000 | $15.6M |
| BlueCrest Capital Management Ltd | 0.74% | Reduce -15.7% | 193,880 | $15.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +84.4% | 192,223 | $15.4M |
| Hudson Bay Capital Management LP | 0.08% | No change | 190,000 | $15.2M |
| Financial Advisors Network, Inc. | 1.86% | Reduce -3.4% | 189,462 | $15.2M |
| Probity Advisors, Inc. | 2.16% | Add +3.4% | 189,043 | $15.1M |
| Verition Fund Management LLC | 0.12% | New | 188,102 | $15.0M |
| Nomura Asset Management International Inc. | 0.02% | Reduce -28.3% | 184,199 | $14.7M |
| MBL Wealth, LLC | 1.00% | Add +3.6% | 183,210 | $14.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +9.4% | 176,555 | $14.1M |
| Gateway Wealth Partners, LLC | 0.84% | Add +9.2% | 175,770 | $14.1M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -2.7% | 173,413 | $13.9M |
| Crabel Capital Management, LLC | 10.05% | Add +745.7% | 172,101 | $13.8M |
| Renaissance Technologies | 0.02% | Add +83.4% | 171,100 | $13.7M |
| Private Advisor Group, LLC | 0.06% | Reduce -26.6% | 170,902 | $13.7M |
| Farmers & Merchants Investments Inc. | 0.33% | Reduce -2.2% | 169,455 | $13.6M |
| Privium Fund Management (UK) Ltd | 5.54% | Add +125.5% | 166,370 | $13.3M |
| J.Safra Asset Management Corp | 0.61% | Add +18.5% | 164,673 | $13.2M |
| Parallel Advisors, LLC | 0.20% | Add +3.6% | 163,189 | $13.1M |
| Franklin Resources Inc. | 0.00% | Add +1.3% | 159,976 | $12.8M |
| Cerity Partners LLC | 0.02% | Add +11.3% | 158,722 | $12.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +230.1% | 155,567 | $12.4M |
| Occidental Asset Management, LLC | 1.20% | Add +3.5% | 151,079 | $12.1M |
| Checchi Capital Advisers, LLC | 0.77% | Reduce -0.7% | 150,813 | $12.1M |
| Balyasny Asset Management L.P. | 0.02% | No change | 150,000 | $12.0M |
| Foundations Investment Advisors, LLC | 0.12% | Add +530.3% | 149,392 | $11.9M |
| Prudential PLC | 0.08% | Add +517.1% | 148,916 | $11.9M |
| Mutual Advisors, LLC | 0.20% | Add +2.6% | 133,974 | $10.7M |
| Proficio Capital Partners LLC | 0.38% | Add +59.0% | 130,890 | $10.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.5% | 130,545 | $10.4M |
| Alley Investment Management Company, LLC | 1.21% | Reduce -0.1% | 130,019 | $10.4M |
| Trivium Point Advisory, LLC | 0.93% | Add +4.9% | 127,968 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.9% | 124,096 | $9.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -1.6% | 123,730 | $9.9M |
| Squarepoint Ops LLC | 0.02% | New | 123,602 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Add +1.4% | 121,234 | $9.7M |
| Dakota Wealth Management | 0.18% | Add +34.3% | 117,902 | $9.4M |
| Tudor Financial Inc. | 4.17% | Add +1.5% | 116,136 | $9.3M |
| Strategic Investment Advisors / MI | 0.56% | Reduce -3.2% | 115,800 | $9.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | No change | 115,299 | $9.2M |
| Choreo, LLC | 0.10% | Add +3.5% | 114,514 | $9.2M |
| Marex Group Ltd | 0.06% | Reduce -24.7% | 109,105 | $8.7M |
| Blue Fin Capital, Inc. | 1.24% | Add +2.7% | 107,378 | $8.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.1% | 106,968 | $8.6M |
| Csenge Advisory Group | 0.35% | Reduce -5.3% | 106,804 | $8.5M |
| Hilltop Holdings Inc. | 0.69% | Add +88.9% | 106,539 | $8.5M |
| Summit Global Investments | 0.46% | Add +5.7% | 104,888 | $8.4M |
| Trajan Wealth LLC | 0.31% | Add +2.7% | 101,363 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Add +180.3% | 101,265 | $8.1M |
| MetLife Investment Management, LLC | 0.04% | New | 100,000 | $8.0M |
| Balefire, LLC | 1.30% | Reduce -5.1% | 99,603 | $8.0M |
| Wealthstar Advisors, LLC | 3.79% | Reduce -3.6% | 95,173 | $7.6M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Reduce -46.1% | 93,996 | $7.5M |
| Rebalance, LLC | 0.39% | Add +5.5% | 93,502 | $7.5M |
| Global Retirement Partners, LLC | 0.11% | — | 91,283 | $7.3M |
| CVS HEALTH Corp | 3.20% | New | 90,000 | $7.2M |
| Beirne Wealth Consulting Services, LLC | 1.42% | Add +3.3% | 89,110 | $7.1M |
| Corient Private Wealth LP | 0.01% | Reduce -11.4% | 88,071 | $7.0M |
| Legacy Wealth Partners, LLC | 1.57% | Add +2.9% | 87,516 | $7.0M |
| OxenFree Capital LLC | 3.20% | Add +3.1% | 87,607 | $7.0M |
| Integrated Advisors Network LLC | 0.32% | Add +41.3% | 86,553 | $6.9M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 84,685 | $6.8M |
| Boltwood Capital Management | 1.53% | Reduce -4.4% | 83,640 | $6.7M |
| Cranbrook Wealth Management, LLC | 1.21% | Add +2.9% | 80,843 | $6.5M |
| Paladin Partners, LLC | 4.27% | Reduce -1.8% | 80,810 | $6.5M |
| Topel & Distasi Wealth Management, LLC | 3.03% | Add +2.9% | 78,525 | $6.3M |
| Advyzon Investment Management, LLC | 0.46% | Add +157.9% | 78,493 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.0% | 77,476 | $6.2M |
| Deutsche Bank AG | 0.00% | Reduce -9.5% | 77,289 | $6.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -20.9% | 76,999 | $6.2M |
| Worth Asset Management, LLC | 1.96% | Add +128.2% | 76,549 | $6.1M |
| IHT Wealth Management, LLC | 0.13% | Add +80.5% | 76,365 | $6.1M |
| Conning Inc. | 0.19% | No change | 75,158 | $6.0M |
| USA Financial Formulas | 1.10% | — | 75,115 | $6.0M |
| Redhawk Wealth Advisors, Inc. | 0.59% | Add +26.2% | 74,578 | $6.0M |
| Ascent Group, LLC | 0.18% | Reduce -13.0% | 74,357 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.5% | 73,833 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +20.8% | 73,890 | $5.9M |
| Bank of Nova Scotia | 0.01% | Add +185.3% | 73,111 | $5.8M |
| FIL Ltd | 0.00% | New | 71,878 | $5.7M |
| Northern Trust Corp. | 0.00% | Add +0.6% | 71,536 | $5.7M |
| Lodestar Private Asset Management LLC | 0.48% | Add +8.8% | 69,886 | $5.6M |
| Global View Capital Management LLC | 1.15% | Add +89.3% | 69,674 | $5.6M |
| VestGen Advisors, LLC | 0.16% | Reduce -1.1% | 69,303 | $5.5M |
| Darrow Company, Inc. | 2.14% | Reduce -4.0% | 68,944 | $5.5M |
| Advisory Services Network, LLC | 0.06% | Reduce -9.2% | 67,852 | $5.4M |
| Sig Brokerage, LP | 0.86% | New | 67,589 | $5.4M |
| Sei Investments Co. | 0.00% | Reduce -81.2% | 66,929 | $5.4M |
| Cordoba Advisory Partners LLC | 1.11% | Add +4.3% | 65,667 | $5.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.9% | 64,808 | $5.2M |
| M&T Bank Corp | 0.01% | Add +2.5% | 63,690 | $5.1M |
| Washington Trust Advisors, Inc. | 0.37% | Add +0.3% | 63,034 | $5.0M |
| Valmark Advisers, Inc. | 0.05% | Reduce -6.1% | 62,612 | $5.0M |
| Moss Adams Wealth Advisors LLC | 0.31% | Add +26.3% | 62,519 | $5.0M |
| CNO Financial Group, Inc. | 2.84% | No change | 62,000 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +2.1% | 61,968 | $5.0M |
| Verdence Capital Advisors LLC | 0.26% | Add +4.6% | 61,947 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.8% | 60,894 | $4.9M |
| Metropolitan Life Insurance Co | 1.35% | No change | 60,500 | $4.8M |
| Insight Wealth Partners, LLC | 0.64% | Reduce -17.5% | 59,809 | $4.8M |
| Central Bank & Trust Co. | 0.67% | Add +0.2% | 59,197 | $4.7M |
| Scotia Capital Inc. | 0.02% | Add +152.0% | 58,875 | $4.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.8% | 58,692 | $4.7M |
| One Capital Management, LLC | 0.13% | No change | 57,880 | $4.6M |
| Palogic Value Management, L.P. | 1.64% | Reduce -1.0% | 57,123 | $4.6M |
| Net Worth Advisory Group | 1.15% | Reduce -23.7% | 57,123 | $4.6M |
| Cibc World Market Inc. | 0.01% | Add +503.6% | 57,017 | $4.6M |
| Clear Creek Financial Management, LLC | 0.29% | Add +150.2% | 56,807 | $4.5M |
| Rossby Financial, LCC | 0.82% | Reduce -0.2% | 55,808 | $4.5M |
| Ballentine Partners, LLC | 0.05% | Add +0.0% | 55,594 | $4.4M |
| Sterling Investment Advisors LLC | 1.98% | Add +5.9% | 55,117 | $4.4M |
| Parkside Financial Bank & Trust | 0.30% | Add +4.1% | 54,698 | $4.4M |
| Blair William & Co. | 0.01% | Add +0.7% | 53,983 | $4.3M |
| Providence Capital Advisors, LLC | 0.65% | Add +25.3% | 53,963 | $4.3M |
| Mariner, LLC | 0.00% | Reduce -12.0% | 53,580 | $4.3M |
| Roundview Capital LLC | 0.23% | Add +5.0% | 53,405 | $4.3M |
| Range Advisory, LLC | 0.50% | Add +60.1% | 52,748 | $4.2M |
| Nvwm, LLC | 0.85% | Add +86.3% | 52,481 | $4.2M |
| Burns J W & Co. Inc. | 0.44% | Add +16.5% | 52,380 | $4.2M |
| TD Private Client Wealth LLC | 0.08% | Add +3.3% | 52,299 | $4.2M |
| Little Harbor Advisors, LLC | 2.05% | Reduce -5.0% | 52,461 | $4.2M |
| Members Capital Advisors Inc. | 3.57% | — | 52,000 | $4.2M |
| VestGen Investment Management | 2.21% | Reduce -3.9% | 51,982 | $4.2M |
| W1M Asset Management Ltd | 0.04% | Add +6.7% | 51,913 | $4.2M |
| Genus Capital Management Inc. | 0.41% | Reduce -44.7% | 51,657 | $4.1M |
| Keybank National Association | 0.01% | Reduce -8.6% | 51,216 | $4.1M |
| Financial & Tax Architects, LLC | 0.86% | Add +8.3% | 51,066 | $4.1M |
| NorthCoast Asset Management LLC | 0.09% | Reduce -29.0% | 50,424 | $4.0M |
| Merit Financial Group, LLC | 0.03% | Reduce -3.6% | 50,403 | $4.0M |
| NerdWallet Wealth Partners, LLC | 1.39% | Add +18.0% | 50,352 | $4.0M |
| NBT Bank, N.A. | 0.27% | Reduce -25.5% | 50,073 | $4.0M |
| Sagace Wealth Management LLC | 2.51% | Add +0.8% | 49,602 | $4.0M |
| OneDigital Investment Advisors LLC | 0.03% | Add +40.5% | 49,203 | $3.9M |
| Torrey-Payne Wealth Management, LLC | 3.19% | Add +4.8% | 48,492 | $3.9M |
| Spahn Wealth & Retirement LLC | 2.49% | New | 48,299 | $3.9M |
| SBI Securities Co., Ltd. | 0.09% | Reduce -9.7% | 48,075 | $3.8M |
| Hall Capital Management Co. Inc. | 1.19% | Add +6.9% | 47,789 | $3.8M |
| Corepath Wealth Partners LLC | 2.35% | Add +7.0% | 47,391 | $3.8M |
| Avion Wealth | 0.70% | Add +35.8% | 47,139 | $3.8M |
| Personal Cfo Solutions, LLC | 0.54% | Add +10.1% | 46,446 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.5% | 46,208 | $3.7M |
| Invictus Private Wealth, LLC | 0.20% | Add +17.8% | 45,805 | $3.7M |
| Gladwyn Financial Advisors, Inc. | 2.28% | Add +9.2% | 45,546 | $3.6M |
| &partners | 0.01% | Add +3.0% | 45,533 | $3.6M |
| Meridian Wealth Management, LLC | 0.11% | Add +3.7% | 44,994 | $3.6M |
| MorganRosel Wealth Management, LLC | 1.21% | Add +10.2% | 44,849 | $3.6M |
| Cypress Wealth Services, LLC | 0.44% | Add +0.6% | 44,762 | $3.6M |
| Group One Trading LLC | 0.10% | Add +98.8% | 44,683 | $3.6M |
| Gotham Asset Management | 0.01% | Add +595.6% | 44,630 | $3.6M |
| World Investment Advisors | 0.06% | Add +1.7% | 44,811 | $3.6M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +6.7% | 44,481 | $3.6M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +243.7% | 44,407 | $3.6M |
| SageView Advisory Group, LLC | 0.11% | Reduce -1.1% | 43,552 | $3.5M |
| Y.D. More Investments Ltd | 0.11% | Add +1.4% | 43,470 | $3.5M |
| Bessemer Group Inc. | 0.00% | Reduce -5.5% | 43,367 | $3.5M |
| New Age Alpha Advisors, LLC | 0.15% | Add +53.4% | 43,197 | $3.5M |
| Cim, LLC | 0.45% | Add +0.3% | 43,160 | $3.5M |
| LifePlan Investment Advisors, Inc. | 1.18% | Reduce -0.0% | 42,769 | $3.4M |
| Pinebridge Investments LLC | 0.03% | Reduce -5.8% | 42,353 | $3.4M |
| Allie Family Office LLC | 1.24% | Add +2.0% | 41,754 | $3.3M |
| HMS Capital Management, LLC | 1.22% | Add +1.3% | 40,716 | $3.3M |
| Atlanta Consulting Group Advisors, LLC | 0.51% | Add +18.6% | 40,500 | $3.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.6% | 40,151 | $3.2M |
| Point72 Asset Management | 0.01% | Reduce -71.4% | 40,000 | $3.2M |
| Norden Group LLC | 0.26% | New | 39,977 | $3.2M |
| Richardson Financial Services Inc. | 1.79% | Add +2.0% | 39,400 | $3.2M |
| D. E. Shaw & Co. | 0.00% | Add +52.6% | 38,159 | $3.1M |
| Laurel Oak Wealth Management, LLC | 0.44% | Reduce -0.7% | 37,942 | $3.0M |
| GTS Securities LLC | 0.06% | Reduce -62.0% | 37,513 | $3.0M |
| City Holding Co. | 0.34% | Add +11.8% | 37,203 | $3.0M |
| Continuum Advisory, LLC | 0.24% | Add +46.4% | 37,102 | $3.0M |
| Waverly Advisors, LLC | 0.02% | Reduce -2.7% | 37,021 | $3.0M |
| Vontobel Holding Ltd. | 0.01% | Add +4.0% | 36,967 | $3.0M |
| Private Advisory Group LLC | 0.16% | Add +31.3% | 36,943 | $3.0M |
| David J Yvars Group | 1.45% | Reduce -2.8% | 36,873 | $2.9M |
| Empowered Funds, LLC | 0.02% | New | 36,977 | $2.9M |
| IFG Advisors, LLC | 0.40% | Reduce -30.8% | 36,654 | $2.9M |
| Guardian Capital LP | 0.07% | No change | 36,500 | $2.9M |
| HFG Advisors, Inc. | 1.82% | Add +3.2% | 36,465 | $2.9M |
| Creative Planning | 0.00% | Add +39.5% | 36,438 | $2.9M |
| Commerce Bank | 0.01% | Add +0.9% | 36,398 | $2.9M |
| Harbour Investments, Inc. | 0.04% | Add +9.5% | 36,316 | $2.9M |
| Fiera Capital Corp | 0.01% | Reduce -0.8% | 36,250 | $2.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +5.8% | 36,197 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +21.9% | 36,078 | $2.9M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +5.2% | 36,052 | $2.9M |
| RFG Advisory, LLC | 0.05% | Reduce -73.9% | 36,049 | $2.9M |
| Tidal Investments LLC | 0.01% | Add +2.3% | 35,979 | $2.9M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.1% | 35,790 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.6% | 35,521 | $2.8M |
| LMR Partners LLP | 0.03% | New | 35,300 | $2.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -25.0% | 35,208 | $2.8M |
| Geneos Wealth Management Inc. | 0.06% | Add +1.0% | 34,966 | $2.8M |
| Arax Advisory Partners | 0.02% | Add +3131.5% | 34,900 | $2.8M |
| Financial Alternatives, Inc | 1.37% | No change | 34,825 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 34,504 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +8.1% | 33,979 | $2.7M |
| Global Endowment Management, LP | 0.27% | Add +24.5% | 33,266 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +211.3% | 32,669 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +46.4% | 32,144 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.8% | 32,031 | $2.6M |
| Financial Partners Group, Inc | 0.26% | Add +0.0% | 31,977 | $2.6M |
| BLB&B Advisors, LLC | 0.09% | Reduce -10.8% | 31,928 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Add +25.8% | 31,889 | $2.6M |
| Boston Research & Management Inc. | 0.57% | Reduce -0.9% | 31,823 | $2.5M |
| Transamerica Financial Advisors, LLC | 0.21% | Reduce -2.1% | 31,687 | $2.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -14.3% | 31,483 | $2.5M |
| SevenBridge Financial Group, LLC | 0.36% | Reduce -16.5% | 30,798 | $2.5M |
| Allstreet Capital Advisors LLC | 1.59% | Add +2.1% | 30,496 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.1% | 30,413 | $2.4M |
| Arch Capital Group LTD. | 0.82% | No change | 30,000 | $2.4M |
| Ranch Capital Advisors Inc. | 0.75% | Add +8.8% | 29,672 | $2.4M |
| TFB Advisors LLC | 1.03% | Add +1.3% | 29,249 | $2.3M |
| Stevens Capital Management LP | 0.56% | Reduce -85.1% | 29,217 | $2.3M |
| J. M. Brown & Associates Inc. | 1.33% | — | 29,138 | $2.3M |
| Heritage Wealth Management, Inc. | 1.16% | Add +5.3% | 29,097 | $2.3M |
| Grey Fox Wealth Advisors, LLC | 0.36% | Add +18.1% | 28,862 | $2.3M |
| AssuredPartners Investment Advisors, LLC | 0.22% | Reduce -14.6% | 28,414 | $2.3M |
| Hancock Whitney Corp. | 0.04% | Add +66.6% | 28,361 | $2.3M |
| Lake Hills Wealth Management, LLC | 1.03% | New | 28,241 | $2.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.26% | No change | 28,000 | $2.2M |
| FOCUS Wealth Advisors, LLC | 1.04% | Add +4.7% | 27,956 | $2.2M |
| IFP Advisors, Inc | 0.04% | Add +1.6% | 27,913 | $2.2M |
| WINTON GROUP Ltd | 0.07% | New | 27,828 | $2.2M |
| Frank, Rimerman Advisors LLC | 0.13% | No change | 27,673 | $2.2M |
| L & S Advisors Inc | 0.23% | Add +8.0% | 27,634 | $2.2M |
| Prosperity Consulting Group, LLC | 0.08% | Add +2.8% | 27,447 | $2.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.5% | 27,059 | $2.2M |
| Ramiah Investment Group | 1.65% | Add +7.0% | 27,000 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | No change | 27,002 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -57.8% | 26,589 | $2.1M |
| Sowell Financial Services LLC | 0.07% | Reduce -8.0% | 26,481 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Add +6.3% | 26,392 | $2.1M |
| Global Trust Wealth Management LLC | 1.45% | Add +1.7% | 26,313 | $2.1M |
| Guardian Capital, LLC | 1.71% | Add +30.2% | 26,089 | $2.1M |
| Odyssey Capital Advisors, Inc. | 1.47% | Add +29.7% | 25,616 | $2.0M |
| New England Asset Management Inc. | 0.24% | No change | 25,470 | $2.0M |
| Washington Trust Bank | 0.14% | Add +83.9% | 25,412 | $2.0M |
| CCG Wealth Management, LLC | 0.47% | Reduce -1.7% | 25,312 | $2.0M |
| BKM Wealth Management, LLC | 0.71% | Reduce -11.9% | 24,909 | $2.0M |
| Buska Wealth Management, LLC | 0.72% | Reduce -43.0% | 24,889 | $2.0M |
| Mariner Investment Group LLC | 0.73% | New | 24,600 | $2.0M |
| Simplicity Wealth,LLC | 0.07% | Reduce -0.1% | 24,566 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +43.4% | 24,532 | $2.0M |
| Sierra Capital LLC | 0.19% | Add +18.8% | 24,352 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -3.9% | 24,130 | $1.9M |
| Perennial Investment Advisors, LLC | 0.13% | Add +17.1% | 23,768 | $1.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.28% | Reduce -56.5% | 23,709 | $1.9M |
| Coign Capital Advisors LLC | 0.84% | Add +10.3% | 23,456 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.4% | 23,185 | $1.9M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -82.6% | 23,143 | $1.9M |
| Mittelman Wealth Management | 1.22% | Reduce -86.1% | 4,649 | $1.8M |
| Ironwood Financial, llc | 0.29% | Reduce -53.8% | 23,205 | $1.8M |
| Horizon Wealth Management, LLC | 0.23% | Reduce -1.8% | 22,970 | $1.8M |
| Savvy Advisors, Inc. | 0.04% | Add +41.8% | 22,951 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -32.1% | 22,832 | $1.8M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -97.3% | 22,806 | $1.8M |
| Neumann Capital Management, LLC | 1.20% | Reduce -1.7% | 22,691 | $1.8M |
| AtlasMark Financial, Inc | 0.88% | Reduce -17.7% | 22,463 | $1.8M |
| Avior Wealth Management, LLC | 0.05% | Add +57.3% | 22,251 | $1.8M |
| Westwood Holdings Group Inc. | 0.01% | Add +43.6% | 22,170 | $1.8M |
| 1ST Source Bank | 0.08% | Add +0.6% | 21,801 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.9% | 21,693 | $1.7M |
| Cadent Capital Advisors, LLC | 0.36% | Add +44.5% | 21,687 | $1.7M |
| Ninety One UK Ltd | 0.00% | Reduce -50.2% | 21,326 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -23.7% | 21,322 | $1.7M |
| Wealth Watch Advisors, INC | 0.55% | New | 21,218 | $1.7M |
| Nwam LLC | 0.08% | Add +1.2% | 21,102 | $1.7M |
| Buck Wealth Strategies, LLC | 0.17% | Reduce -4.9% | 20,923 | $1.7M |
| First Interstate Bank | 0.08% | Add +49.3% | 20,327 | $1.6M |
| Fell Capital Management | 1.37% | Reduce -2.1% | 20,282 | $1.6M |
| Sunbeam Capital Management, LLC | 0.74% | Add +3.1% | 20,259 | $1.6M |
| GeoWealth Management, LLC | 0.05% | Reduce -9.7% | 20,189 | $1.6M |
| Summit Financial, LLC | 0.02% | Reduce -9.8% | 19,542 | $1.6M |
| Virtus Fixed Income Advisers, LLC | 1.10% | Add +48.9% | 19,253 | $1.5M |
| Asset Allocation & Management Company, LLC | 0.50% | No change | 19,130 | $1.5M |
| Howland Capital Management LLC | 0.06% | Add +59.6% | 19,074 | $1.5M |
| Western Wealth Management, LLC | 0.05% | Reduce -0.9% | 18,996 | $1.5M |
| Florin Court Capital LLP | 2.47% | New | 18,900 | $1.5M |
| Stone Summit Wealth LLC | 0.38% | Add +2.5% | 18,650 | $1.5M |
| Global Assets Advisory, LLC | 0.32% | Add +45.5% | 18,474 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.9% | 18,341 | $1.5M |
| Pinkerton Wealth, LLC | 0.12% | Reduce -83.2% | 18,261 | $1.5M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.2% | 18,142 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -7.1% | 18,084 | $1.4M |
| SWS Partners | 0.31% | Add +0.6% | 17,978 | $1.4M |
| Towerpoint Wealth, LLC | 0.50% | Reduce -0.6% | 17,953 | $1.4M |
| Bensler, LLC | 0.13% | Reduce -21.0% | 17,840 | $1.4M |
| Topor & Co. Korea | 1.12% | No change | 17,763 | $1.4M |
| Cannon Advisors, Inc. | 0.86% | New | 17,774 | $1.4M |
| Maven Securities LTD | 0.10% | No change | 17,600 | $1.4M |
| Snowden Capital Advisors LLC | 0.03% | Add +7.7% | 17,352 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +73.1% | 17,068 | $1.4M |
| Ironwood Investment Counsel, LLC | 0.18% | Reduce -3.2% | 16,953 | $1.4M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Add +3825.6% | 16,880 | $1.3M |
| Valtrion Capital Management, LLC | 1.00% | Add +15.9% | 16,858 | $1.3M |
| True Freedom Investing, LLC | 0.10% | Reduce -3.0% | 16,856 | $1.3M |
| LVZ, Inc. | 0.13% | New | 16,469 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -7.8% | 16,447 | $1.3M |
| Florida Trust Wealth Management Co | 0.03% | Reduce -0.9% | 16,421 | $1.3M |
| Vicus Capital | 0.08% | Add +16.3% | 16,260 | $1.3M |
| Visionary Wealth Advisors | 0.05% | Add +31.7% | 16,064 | $1.3M |
| Waystone Advisors LLC | 0.95% | Reduce -3.9% | 15,957 | $1.3M |
| First PREMIER Bank | 0.21% | Add +449.2% | 15,899 | $1.3M |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.9% | 15,886 | $1.3M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -67.4% | 15,850 | $1.3M |
| Prostatis Group LLC | 0.29% | Reduce -5.8% | 15,604 | $1.2M |
| Concord Investment Counsel Inc. | 0.34% | Add +4.1% | 15,553 | $1.2M |
| Dimension Capital Management LLC | 0.14% | Add +2.5% | 15,455 | $1.2M |
| Leeward Financial Partners, LLC | 0.32% | Add +11.5% | 15,365 | $1.2M |
| Diversify Advisory Services, LLC | 0.02% | New | 15,433 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | Add +1.6% | 15,433 | $1.2M |
| AlphaCore Capital LLC | 0.02% | Add +136.9% | 15,294 | $1.2M |
| Richard W. Paul & Associates, LLC | 0.37% | Reduce -12.5% | 15,289 | $1.2M |
| Sandro Wealth Management LLC | 0.88% | Add +17.9% | 15,204 | $1.2M |
| Rathbones Group PLC | 0.00% | Add +1.6% | 15,180 | $1.2M |
| Virtue Capital Management, LLC | 0.16% | Reduce -4.7% | 15,175 | $1.2M |
| Ramsey Quantitative Systems | 1.07% | New | 15,000 | $1.2M |
| Advisory Solutions Group, LLC | 0.41% | — | 14,993 | $1.2M |
| White Lighthouse Investment Management Inc. | 0.15% | Add +14.0% | 14,952 | $1.2M |
| Birch Financial Group, LLC | 0.61% | Add +9.2% | 14,835 | $1.2M |
| Aventus Investment Advisors, Inc. | 0.86% | New | 14,735 | $1.2M |
| Invesco Ltd. | 0.00% | Add +50.6% | 14,608 | $1.2M |
| Maridea Wealth Management LLC | 0.13% | Add +0.0% | 14,521 | $1.2M |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.1% | 14,460 | $1.2M |
| Trilogy Capital Inc. | 0.04% | Add +0.9% | 14,312 | $1.1M |
| Activest Wealth Management | 0.22% | Add +27.6% | 14,190 | $1.1M |
| ShoreHaven Wealth Partners, LLC | 0.36% | Add +0.1% | 14,166 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.34% | Add +0.4% | 14,086 | $1.1M |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -3.9% | 13,913 | $1.1M |
| Sterling Investment Counsel, LLC | 0.26% | Add +0.8% | 13,802 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.27% | Add +15.8% | 13,788 | $1.1M |
| Lanark Financial, Inc. | 0.07% | Reduce -11.3% | 13,768 | $1.1M |
| Mandatum Life Insurance Co Ltd | 0.20% | Reduce -49.6% | 13,714 | $1.1M |
| Insigneo Advisory Services, LLC | 0.04% | Add +3.7% | 13,706 | $1.1M |
| Nicola Wealth Management LTD. | 0.13% | No change | 13,700 | $1.1M |
| Vertex Investment Solutions Co., Ltd. | 0.73% | Reduce -1.4% | 13,600 | $1.1M |
| United Advisor Group, LLC | 0.11% | Add +2.8% | 13,421 | $1.1M |
| Lido Advisors, LLC | 0.00% | Add +1.5% | 13,403 | $1.1M |
| Oasis Advisors, LLC | 0.69% | New | 13,243 | $1.1M |
| Vericrest Private Wealth | 0.94% | Reduce -4.7% | 13,233 | $1.1M |
| Prossimo Advisors, LLC | 6.10% | Add +0.2% | 13,224 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -57.6% | 13,190 | $1.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.27% | Add +11.3% | 13,156 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.1% | 13,024 | $1.0M |
| Trek Financial, LLC | 0.05% | Add +14.1% | 13,018 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.26% | Add +1.8% | 13,011 | $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 |
| Mgo One Seven LLC | 0.02% | Add +28.7% | 12,933 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.2% | 12,876 | $1.0M |
| Strategic Blueprint, LLC | 0.05% | Add +48.8% | 12,875 | $1.0M |
| Venture Visionary Partners LLC | 0.03% | Add +1.9% | 12,856 | $1.0M |
| Galvin, Gaustad & Stein, LLC | 0.08% | Add +22.4% | 12,848 | $1.0M |
| Generation Capital Management LLC | 0.63% | New | 12,830 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +57.2% | 12,610 | $1.0M |
| Telos Capital Management, Inc. | 0.09% | Add +0.6% | 12,580 | $1.0M |
| Discovery Capital Management, LLC / CT | 0.04% | No change | 12,566 | $1.0M |
| Private Trust Co. NA | 0.08% | Add +40.2% | 12,540 | $1.0M |
| Garrison Point Advisors, LLC | 0.41% | Add +44.5% | 12,539 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.7% | 12,429 | $994K |
| Capital Analysts, LLC | 0.02% | Reduce -76.9% | 12,418 | $993K |
| Sona Asset Management (us) LLC | 0.05% | Reduce -86.0% | 12,363 | $989K |
| Jacobi Capital Management LLC | 0.05% | Reduce -5.4% | 12,213 | $977K |
| Argyle Capital Partners, LLC | 0.61% | Add +0.5% | 12,035 | $962K |
| Plan Group Financial, LLC | 0.20% | Reduce -17.4% | 11,986 | $959K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +261.2% | 11,962 | $957K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +25.5% | 11,880 | $951K |
| Infrastructure Capital Advisors, LLC | 0.13% | Add +239.4% | 11,909 | $947K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -8.3% | 11,775 | $942K |
| Adams Wealth Management | 0.18% | Add +19.3% | 11,763 | $941K |
| CacheTech Inc. | 0.15% | Add +19.3% | 11,763 | $941K |
| TT Capital Management LLC | 0.73% | Reduce -0.4% | 11,649 | $932K |
| Objective Capital Management, LLC | 0.82% | Reduce -2.6% | 11,547 | $923K |
| WASHINGTON TRUST Co | 0.03% | Reduce -3.0% | 11,463 | $917K |
| AdvisorNet Financial, Inc | 0.04% | Add +26.2% | 11,456 | $916K |
| MAI Capital Management | 0.00% | Add +9.3% | 11,444 | $915K |
| Narus Financial Partners, LLC | 0.23% | Add +0.2% | 11,414 | $913K |
| Arete Wealth Advisors, LLC | 0.06% | Add +2.3% | 11,368 | $909K |
| Everhart Financial Group, Inc. | 0.06% | Add +79.6% | 11,308 | $904K |
| Whittier Trust Co. | 0.01% | Add +1.5% | 11,275 | $901K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.06% | Add +51.6% | 11,206 | $896K |
| Endeavor Private Wealth, Inc. | 0.22% | Reduce -15.2% | 11,131 | $890K |
| Hillcrest Wealth Advisors - NY, LLC | 0.32% | Add +29.9% | 11,040 | $883K |
| GWN Securities Inc. | 0.15% | Add +8.0% | 10,998 | $880K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +2.6% | 10,934 | $874K |
| Diversified Enterprises, LLC | 0.04% | Add +9.3% | 10,710 | $856K |
| BlueSky Wealth Advisors, LLC | 0.10% | Reduce -56.6% | 10,701 | $856K |
| Islay Capital Management, LLC | 0.40% | Reduce -24.8% | 10,637 | $851K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 10,545 | $843K |
| Consilium Wealth Advisory, LLC | 0.25% | Add +39.2% | 10,446 | $835K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 10,235 | $819K |
| Lorne Steinberg Wealth Management Inc. | 0.17% | Reduce -59.3% | 10,215 | $817K |
| Portfolio Strategies, Inc. | 0.08% | No change | 10,190 | $815K |
| Gryphon Financial Partners LLC | 0.07% | No change | 10,170 | $813K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.0% | 10,210 | $812K |
| Benjamin Edwards Inc. | 0.01% | Add +22.9% | 10,137 | $811K |
| Barden Capital Management, Inc. | 0.75% | Reduce -2.1% | 10,120 | $809K |
| Yorktown Management & Research Co Inc | 0.49% | No change | 10,000 | $800K |
| Wealthspire Advisors, LLC | 0.00% | Add +56.8% | 9,872 | $789K |
| Betterment LLC | 0.00% | Reduce -42.9% | 9,835 | $786K |
| Ieq Capital, LLC | 0.00% | Reduce -56.4% | 9,815 | $785K |
| McAdam, LLC | 0.03% | Reduce -74.6% | 9,767 | $781K |
| one8zero8, LLC | 0.15% | Add +439.8% | 9,728 | $778K |
| Estate Counselors, LLC | 0.07% | Add +99.7% | 9,685 | $775K |
| Bellecapital International Ltd. | 0.12% | No change | 9,631 | $770K |
| Nissay Asset Management Corp. /Japan | 0.00% | New | 9,452 | $756K |
| Elk River Wealth Management LLC | 0.12% | Reduce -23.8% | 9,440 | $755K |
| Sigma Planning Corp | 0.02% | Add +1.5% | 9,439 | $755K |
| HB Wealth Management, LLC | 0.00% | New | 9,427 | $754K |
| Arrow Investment Advisors, LLC | 0.73% | Reduce -28.3% | 9,412 | $753K |
| Independent Wealth Network Inc. | 0.19% | Add +6.3% | 9,364 | $749K |
| Captrust Financial Advisors | 0.00% | Add +35.0% | 9,327 | $746K |
| Flagstar Securities, Inc. | 0.22% | Reduce -15.5% | 9,223 | $738K |
| Belvedere Trading LLC | 0.06% | Reduce -23.5% | 9,167 | $733K |
| Savant Capital, LLC | 0.00% | New | 9,186 | $732K |
| Argonautica Private Wealth Management, Inc. | 0.18% | Add +3.8% | 9,135 | $731K |
| Wick Capital Partners, LLC | 0.11% | Add +1.5% | 9,095 | $727K |
| Rialto Wealth Management, LLC | 0.14% | Reduce -25.1% | 9,022 | $721K |
| Integrity Alliance, Llc. | 0.02% | Add +0.1% | 9,010 | $721K |
| Thrive Capital Management, LLC | 0.13% | Add +2.4% | 8,862 | $709K |
| City Center Advisors, LLC | 0.57% | Reduce -6.6% | 8,832 | $706K |
| Old National Bancorp | 0.01% | Reduce -40.7% | 8,783 | $702K |
| Petix & Botte Co | 0.14% | Add +101.3% | 8,762 | $701K |
| Cosner Financial Group, LLC | 0.36% | Reduce -1.7% | 8,699 | $696K |
| Coastline Trust Co | 0.06% | Add +9.5% | 8,663 | $693K |
| Daymark Wealth Partners, LLC | 0.02% | Add +65.7% | 8,540 | $683K |
| Park Square Financial Group, LLC | 6.11% | Reduce -16.5% | 8,465 | $677K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -20.7% | 8,323 | $666K |
| Woodward Diversified Capital, LLC | 0.29% | Reduce -1.8% | 8,291 | $663K |
| Stirlingshire Investments, Inc. | 0.49% | Add +4.7% | 8,280 | $662K |
| MKD Wealth Coaches, LLC | 0.57% | Add +2.6% | 8,272 | $662K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -7.3% | 8,278 | $661K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +13.6% | 8,266 | $661K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -6.1% | 8,200 | $656K |
| First Growth Capital LLC | 0.50% | Add +11.8% | 8,179 | $654K |
| Accredited Investors Inc. | 0.03% | Add +0.2% | 8,168 | $653K |
| Independent Financial Group, LLC | 0.01% | Reduce -11.2% | 8,164 | $653K |
| Accurate Wealth Management, LLC | 0.06% | Add +0.1% | 8,175 | $652K |
| Copia Wealth Management | 0.39% | Reduce -4.4% | 8,143 | $651K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.3% | 8,120 | $649K |
| AmeriServ Wealth Advisors | 0.43% | Reduce -3.4% | 8,082 | $646K |
| Bar Harbor Wealth Management | 0.03% | Reduce -0.3% | 7,991 | $639K |
| Sax Wealth Advisors, LLC | 0.03% | Add +6.4% | 7,999 | $636K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +14.4% | 7,848 | $628K |
| CV Advisors LLC | 0.12% | No change | 7,821 | $625K |
| Chapin Davis, Inc. | 0.11% | Add +8.2% | 7,777 | $622K |
| Pinion Investment Advisors, LLC | 0.12% | Reduce -6.5% | 7,771 | $621K |
| Single Point Partners, LLC | 0.11% | Reduce -0.8% | 7,755 | $620K |
| PKS Advisory Services, LLC | 0.10% | Add +4.6% | 7,718 | $617K |
| Mann Financial Group, Inc. | 0.52% | Add +16.7% | 7,701 | $616K |
| CIBC Asset Management Inc | 0.00% | Reduce -92.8% | 7,669 | $613K |
| Sonata Capital Group Inc. | 0.20% | No change | 7,635 | $611K |
| Advisor OS, LLC | 0.04% | Reduce -4.7% | 7,605 | $608K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -8.0% | 7,598 | $608K |
| First National Bank of Omaha | 0.02% | Add +86.4% | 7,550 | $604K |
| Calton & Associates, Inc. | 0.09% | Reduce -63.5% | 7,498 | $600K |
| Cohen Investment Advisors LLC | 0.27% | Add +10.6% | 7,483 | $598K |
| Fortis Group Advisors, LLC | 0.10% | Reduce -1.0% | 7,470 | $597K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.10% | No change | 7,400 | $592K |
| White Pine Capital LLC | 0.14% | Add +16.6% | 7,378 | $590K |
| Rossmore Private Capital | 0.05% | Add +29.9% | 7,336 | $587K |
| Van Diest Capital, LLC | 0.52% | Add +75.9% | 7,315 | $585K |
| RiverGlades Family Offices LLC | 0.27% | Reduce -12.8% | 7,311 | $585K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +1.4% | 7,275 | $582K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 7,255 | $580K |
| Integrated Capital Management, LLC | 0.21% | Reduce -62.0% | 7,233 | $578K |
| Webster Bank, N. A. | 0.05% | No change | 7,203 | $576K |
| American Capital Management Inc. | 0.03% | New | 7,173 | $574K |
| Bridgewater Associates | 0.00% | No change | 7,121 | $569K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -2.2% | 7,104 | $568K |
| IPG Investment Advisors LLC | 0.08% | Add +8.1% | 7,064 | $565K |
| Dearborn Partners LLC | 0.03% | Reduce -4.2% | 13,300 | $564K |
| Wincap Financial LLC | 0.30% | Reduce -13.0% | 7,038 | $563K |
| Navigation Wealth Management, Inc. | 0.77% | Add +3.4% | 7,030 | $562K |
| TRB Wealth Management, LLC | 0.07% | Reduce -6.4% | 7,012 | $561K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +16.6% | 6,989 | $559K |
| Envision Financial Transparency, LLC | 0.48% | New | 26,861 | $558K |
| Verus Capital Partners, LLC | 0.03% | Add +7.8% | 6,908 | $552K |
| Proathlete Wealth Management LLC | 0.14% | No change | 6,899 | $552K |
| Cypress Capital Group | 0.05% | Add +95.0% | 6,875 | $550K |
| Granville Capital, Inc. | 0.24% | Add +6.1% | 6,848 | $548K |
| BTG Pactual Asset Management US LLC | 0.04% | Reduce -25.8% | 6,756 | $540K |
| Kovack Advisors, Inc. | 0.03% | Reduce -75.5% | 6,713 | $535K |
| FWG Holdings, LLC | 0.18% | Add +6.3% | 6,699 | $531K |
| Composition Wealth, LLC | 0.01% | Reduce -0.8% | 6,609 | $529K |
| Manning & Napier Advisors LLC | 0.01% | Add +1.3% | 6,567 | $525K |
| Advisors Capital Management, LLC | 0.01% | New | 6,554 | $524K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 6,547 | $519K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 6,481 | $518K |
| OFS Enterprise LLC | 0.13% | No change | 6,471 | $517K |
| Aspiriant, LLC | 0.01% | Reduce -3.7% | 6,457 | $516K |
| Brookwood Investment Group LLC | 0.06% | New | 6,415 | $513K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +5.2% | 6,406 | $512K |
| Owen LaRue, LLC | 0.18% | Add +0.4% | 6,386 | $511K |
| Ducere Wealth Management LLC | 0.15% | Add +1.5% | 6,330 | $506K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.2% | 6,330 | $506K |
| Primoris Wealth Advisors, LLC | 0.22% | No change | 6,150 | $492K |
| Rik Saylor Financial, Inc. | 0.32% | Reduce -5.1% | 6,083 | $486K |
| Signal Advisors Wealth, LLC | 0.03% | New | 6,080 | $486K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +10.6% | 6,055 | $484K |
| Sovereign Investment Advisors, LLC | 0.09% | Add +0.9% | 6,053 | $484K |
| Focus Financial Network, Inc. | 0.01% | Reduce -14.9% | 6,025 | $482K |
| TruNorth Capital Management, LLC | 0.08% | No change | 6,015 | $481K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -23.6% | 5,983 | $478K |
| PFG Investments, LLC | 0.02% | Reduce -2.4% | 5,982 | $478K |
| EFG International AG | 0.01% | Add +23.1% | 5,916 | $473K |
| Dynamic Financial Group | 0.36% | No change | 5,886 | $471K |
| American Wealth Advisors, LLC | 0.44% | Add +1.5% | 5,882 | $470K |
| Aft, Forsyth & Company, Inc. | 0.22% | Reduce -2.7% | 5,812 | $465K |
| Walleye Capital LLC | 0.00% | Reduce -84.8% | 5,765 | $461K |
| Olde Wealth Management, LLC | 0.13% | Reduce -0.2% | 5,777 | $461K |
| Red Door Wealth Management, LLC | 0.04% | Reduce -45.6% | 5,752 | $460K |
| Wesbanco Bank Inc. | 0.01% | Add +3.8% | 5,737 | $459K |
| Tolleson Wealth Management, Inc. | 0.06% | Reduce -3.6% | 5,721 | $458K |
| O'ROURKE & COMPANY, Inc | 0.16% | Add +4.6% | 5,649 | $452K |
| Joseph Group Capital Management | 0.09% | Add +26.3% | 5,635 | $451K |
| BG Investment Services, LLC | 0.32% | Reduce -6.7% | 5,611 | $449K |
| AEGON USA Investment Management, LLC | 0.39% | No change | 5,575 | $446K |
| Smartleaf Asset Management LLC | 0.01% | No change | 5,565 | $445K |
| Arkos Global Advisors | 0.05% | Reduce -32.4% | 5,509 | $441K |
| Guardian Partners Inc. | 0.04% | Reduce -6.0% | 5,482 | $438K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | Reduce -29.6% | 5,482 | $438K |
| Kintra Wealth, LLC | 0.02% | Add +0.1% | 5,400 | $431K |
| Graetz Wealth LLC | 0.34% | Add +2.4% | 5,356 | $428K |
| OneAscent Financial Services LLC | 0.02% | Add +3.0% | 5,353 | $428K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -9.4% | 5,352 | $428K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 5,329 | $426K |
| Rockport Wealth LLC | 0.07% | Add +11.2% | 5,317 | $425K |
| Cresset Asset Management, LLC | 0.00% | Add +26.7% | 5,313 | $425K |
| Omega Financial Group, LLC | 0.13% | Add +4.1% | 5,299 | $424K |
| Midwest Trust Co | 0.00% | Reduce -66.6% | 5,279 | $422K |
| Aua Capital Management, LLC | 0.20% | No change | 5,266 | $421K |
| 10Elms LLP | 0.19% | Add +2.8% | 5,227 | $418K |
| Wealthfront Advisers LLC | 0.00% | Add +52.1% | 5,163 | $413K |
| Vise Technologies, Inc. | 0.00% | New | 5,161 | $413K |
| Stewardship Advisors, LLC | 0.09% | Add +7.5% | 5,161 | $413K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,024 | $402K |
| Haverford Trust Co | 0.00% | No change | 5,023 | $402K |
| Clear Investment Research, LLC | 0.62% | Add +15.9% | 5,012 | $401K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.3% | 5,008 | $401K |
| Pennington Partners & Co., LLC | 0.13% | Add +0.3% | 5,006 | $400K |
| E&G Advisors, LLC | 0.08% | No change | 5,000 | $400K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 5,000 | $400K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -8.2% | 4,997 | $400K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.0% | 4,984 | $399K |
| Box Hill Private Wealth LLC | 0.32% | Reduce -14.8% | 4,915 | $393K |
| Colonial Trust Co / SC | 0.05% | Add +1.0% | 4,898 | $392K |
| Wagner Wealth Management, Corp | 0.32% | Reduce -3.1% | 4,895 | $391K |
| Cerity Partners Retirement Plan Advisors LLC | 0.16% | Add +19.7% | 4,877 | $390K |
| Brown Advisory Inc. | 0.00% | New | 4,814 | $385K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -40.0% | 4,784 | $383K |
| Plancorp, LLC | 0.01% | New | 4,750 | $378K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,715 | $377K |
| 5T Wealth, LLC | 0.14% | Reduce -24.9% | 4,708 | $377K |
| Emergent Wealth Advisors, LLC | 0.20% | Add +1.0% | 4,706 | $376K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +1.4% | 4,696 | $376K |
| Timbuktu Capital Management, LLC | 0.56% | — | 4,688 | $375K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 4,646 | $372K |
| West Wealth Group, LLC | 0.06% | Add +35.6% | 4,636 | $371K |
| RPg Family Wealth Advisory, LLC | 0.06% | Reduce -1.1% | 4,628 | $370K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -36.6% | 4,607 | $368K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,601 | $368K |
| Banta Asset Management LP | 0.33% | No change | 4,600 | $368K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +1.7% | 4,597 | $368K |
| 17 Capital Partners, LLC | 0.17% | Add +11.6% | 4,581 | $366K |
| Aljian Capital Management, LLC | 0.07% | Add +3.4% | 4,550 | $364K |
| Haven Private, LLC | 0.14% | Add +42.7% | 4,475 | $358K |
| Axis Wealth Partners, LLC | 0.17% | Reduce -8.3% | 4,441 | $355K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 4,389 | $351K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.4% | 4,373 | $350K |
| RAM Investment Partners, LLC | 0.06% | Reduce -6.9% | 4,357 | $348K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,355 | $348K |
| Regions Financial Corp. | 0.00% | Add +0.2% | 4,291 | $343K |
| Dorsey Wright & Associates | 0.06% | Reduce -86.2% | 4,269 | $341K |
| Empower Advisory Group, LLC | 0.00% | Add +10.0% | 4,256 | $340K |
| Alaska Permanent Fund Corp | 0.02% | No change | 4,264 | $340K |
| Cabana LLC | 2.55% | Reduce -13.7% | 4,229 | $338K |
| Total Clarity Wealth Management, Inc. | 0.07% | Add +30.8% | 4,227 | $338K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -40.6% | 4,182 | $334K |
| Red Wave Investments LLC | 0.08% | No change | 4,155 | $332K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -8.3% | 4,078 | $326K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -17.6% | 4,059 | $325K |
| SWP Financial LLC | 0.15% | Reduce -13.9% | 4,057 | $324K |
| Berkeley Capital Partners, LLC | 0.07% | Reduce -5.9% | 4,026 | $322K |
| Financial Strategies Group, Inc. | 0.05% | No change | 4,004 | $319K |
| Spire Wealth Management | 0.01% | Add +0.5% | 3,906 | $312K |
| Tassel Capital Management, Inc. | 0.15% | Add +1.6% | 3,906 | $312K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -7.0% | 3,847 | $308K |
| Wealth Quarterback LLC | 0.10% | Add +5.2% | 3,844 | $307K |
| MMBG Investment Advisors Co. | 0.02% | No change | 3,825 | $306K |
| KFA Private Wealth Group, LLC | 0.07% | Reduce -53.5% | 3,789 | $303K |
| Caldwell Trust Co | 0.02% | No change | 3,764 | $301K |
| Brighton Jones LLC | 0.01% | Reduce -27.9% | 3,754 | $300K |
| American Financial Advisors, LLC | 0.04% | Add +0.6% | 3,722 | $298K |
| IFG Advisory, LLC | 0.01% | New | 3,712 | $297K |
| StoneX Group Inc. | 0.01% | Reduce -68.1% | 3,683 | $295K |
| Centerline Wealth Advisors, LLC | 0.09% | New | 3,649 | $292K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -4.6% | 3,658 | $291K |
| Krilogy Financial LLC | 0.01% | No change | 3,608 | $289K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1.5% | 3,597 | $288K |
| Quantum Portfolio Management LLC | 0.10% | Add +20.5% | 3,589 | $287K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.5% | 3,587 | $287K |
| Diversified Trust Co. | 0.00% | No change | 3,559 | $285K |
| Kelly Financial Services LLC | 0.06% | Add +14.9% | 3,545 | $284K |
| Braeburn Wealth Management LLC | 0.12% | No change | 3,500 | $280K |
| Premier Private Wealth Management LLC | 0.24% | Add +22.7% | 3,479 | $278K |
| Quest 10 Wealth Builders, Inc. | 0.22% | Add +0.4% | 3,473 | $278K |
| PFG Advisors | 0.01% | Reduce -57.8% | 3,464 | $277K |
| Quadrature Capital Ltd | 0.00% | New | 3,460 | $277K |
| Sun Financial Inc | 0.13% | Reduce -10.2% | 3,476 | $276K |
| SVB Wealth LLC | 0.02% | Reduce -3.4% | 3,450 | $276K |
| Federated Hermes, Inc. | 0.00% | Reduce -96.2% | 3,441 | $275K |
| Madison Wealth Partners, Inc | 0.04% | Add +27.4% | 3,440 | $275K |
| Eq LLC | 0.07% | No change | 3,437 | $275K |
| AMG National Trust Bank | 0.01% | No change | 3,437 | $275K |
| Chesapeake Wealth Management | 0.08% | Reduce -13.3% | 3,431 | $274K |
| Cladis Investment Advisory, LLC | 0.13% | No change | 3,400 | $272K |
| Kestra Investment Management, LLC | 0.01% | Reduce -89.5% | 3,392 | $271K |
| Centaurus Financial, Inc. | 0.01% | Add +17.5% | 3,383 | $271K |
| Steinberganna Wealth Management | 0.11% | Reduce -3.8% | 3,385 | $271K |
| Perkins Coie Trust Co | 0.04% | No change | 3,384 | $271K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -0.1% | 3,370 | $269K |
| GK Wealth Management LLC | 0.16% | New | 3,359 | $269K |
| Compound Planning, Inc. | 0.01% | Reduce -23.0% | 3,342 | $267K |
| Peoples Bank | 0.26% | No change | 3,325 | $266K |
| Compass Capital Corp. /Ma/ | 0.09% | Add +2.1% | 3,334 | $266K |
| Atlas Private Wealth Advisors | 0.06% | Reduce -3.6% | 3,310 | $265K |
| AQR Capital Management | 0.00% | Reduce -3.5% | 3,301 | $264K |
| Shepherd Financial Partners LLC | 0.02% | No change | 3,290 | $263K |
| Risk Paradigm Group, LLC | 0.21% | Reduce -1.6% | 3,288 | $263K |
| Beacon Financial Group | 0.02% | Reduce -8.4% | 3,280 | $262K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -8.5% | 3,278 | $262K |
| HUB Investment Partners, LLC | 0.00% | Add +16.1% | 3,265 | $261K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,247 | $260K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -16.8% | 3,245 | $260K |
| Allworth Financial LP | 0.00% | Reduce -1.7% | 3,241 | $259K |
| Madden Advisory Services, Inc. | 0.09% | Reduce -21.3% | 3,217 | $257K |
| Rothschild Investment LLC | 0.01% | No change | 3,212 | $257K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -0.7% | 3,208 | $257K |
| Mission Creek Capital Partners, Inc. | 0.04% | Reduce -1.1% | 3,205 | $256K |
| Hyposwiss Advisors SA | 0.24% | No change | 3,180 | $254K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 3,137 | $251K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +1.7% | 3,125 | $250K |
| Farmers National Bank | 0.05% | Add +5.2% | 3,119 | $249K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +4.3% | 3,118 | $249K |
| Victory Financial Group, LLC | 0.03% | Reduce -46.0% | 3,114 | $249K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 3,100 | $248K |
| Silver Grove Financial Group, Inc. | 0.13% | New | 3,092 | $247K |
| Newport Capital Group, LLC | 0.14% | Add +13.7% | 3,091 | $247K |
| Titleist Asset Management, LLC | 0.02% | No change | 3,087 | $247K |
| Principle Wealth Partners LLC | 0.01% | Add +0.5% | 3,082 | $246K |
| Signaturefd, LLC | 0.00% | No change | 3,051 | $244K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,030 | $242K |
| Financial Management Professionals, Inc. | 0.02% | Add +0.2% | 3,029 | $242K |
| West Branch Capital LLC | 0.06% | Reduce -6.2% | 3,025 | $242K |
| SkyOak Wealth, LLC | 0.04% | Add +0.8% | 3,015 | $241K |
| RDA Financial Network | 0.05% | No change | 3,009 | $241K |
| Fund Advisors of America Inc | 0.22% | Add +1.4% | 3,003 | $240K |
| Argentarii, LLC | 0.07% | Add +2.8% | 2,996 | $238K |
| Fortitude Advisory Group L.L.C. | 0.09% | Reduce -1.2% | 2,965 | $237K |
| Partners Capital Investment Group, LLP | 0.01% | Add +1.5% | 2,963 | $237K |
| Pathstone Holdings, LLC | 0.00% | Add +10.5% | 2,952 | $236K |
| Forum Finance Group S.A. | 0.08% | Reduce -38.9% | 3,620 | $234K |
| Lockerman Financial Group, Inc. | 0.36% | Reduce -2.0% | 2,921 | $234K |
| Howard Wealth Management, LLC | 0.09% | Add +5.2% | 2,886 | $231K |
| Crown Wealth Group, LLC | 0.06% | New | 2,879 | $230K |
| Ellenbecker Investment Group | 0.03% | Reduce -55.2% | 2,866 | $229K |
| ProVise Management Group, LLC | 0.02% | Reduce -2.4% | 2,851 | $228K |
| Matauro, LLC | 0.03% | New | 2,844 | $227K |
| Worth Financial Advisory Group, LLC | 0.09% | New | 2,829 | $226K |
| Mainstay Capital Management LLC | 0.02% | No change | 2,826 | $226K |
| Genesis Financial Group, LLC | 0.15% | Reduce -4.3% | 2,809 | $225K |
| Beck Mack & Oliver LLC | 0.00% | No change | 2,799 | $224K |
| Citizens Financial Group Inc. | 0.00% | New | 2,785 | $223K |
| Commerce Advisors, LLC | 0.12% | Add +0.4% | 2,785 | $223K |
| Eldridge Investment Advisors, Inc. | 0.04% | No change | 2,757 | $220K |
| Coston, McIsaac & Partners | 0.04% | Reduce -15.4% | 2,767 | $220K |
| Security Financial Services, INC. | 0.03% | New | 2,751 | $220K |
| Black Diamond Financial, LLC | 0.02% | Add +8.2% | 2,746 | $220K |
| Revisor Wealth Management LLC | 0.05% | New | 2,744 | $219K |
| NewEdge Wealth, LLC | 0.00% | Reduce -10.1% | 2,740 | $219K |
| Wealth Forward, LLC | 0.11% | No change | 2,716 | $217K |
| Dumont & Blake Investment Advisors LLC | 0.05% | No change | 2,712 | $217K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -8.2% | 2,705 | $216K |
| First Western Trust Bank | 0.01% | Reduce -3.6% | 2,705 | $216K |
| Detalus Advisors, LLC | 0.04% | New | 2,702 | $216K |
| Sovereign Financial Group, Inc. | 0.03% | Add +0.0% | 2,702 | $216K |
| Union Savings Bank | 0.09% | No change | 2,697 | $216K |
| Avory & Company, LLC | 0.27% | Add +0.0% | 2,687 | $215K |
| AE Wealth Management LLC | 0.00% | Reduce -40.2% | 2,684 | $215K |
| Sequent Planning LLC | 0.05% | New | 2,683 | $215K |
| Strait & Sound Wealth Management LLC | 0.07% | No change | 2,668 | $213K |
| Pinnacle Family Advisors, LLC | 0.09% | Reduce -0.3% | 2,650 | $212K |
| Fiduciary Alliance LLC | 0.01% | Reduce -2.9% | 2,647 | $212K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 2,642 | $211K |
| South Plains Financial, Inc. | 0.11% | No change | 2,600 | $208K |
| Tucker Asset Management LLC | 0.05% | Add +452.6% | 2,586 | $207K |
| Independent Wealth Advisors LLC | 0.19% | Reduce -30.7% | 2,578 | $206K |
| Windsor Capital Management, LLC | 0.05% | New | 2,575 | $206K |
| Lee Financial Co | 0.03% | New | 2,572 | $206K |
| New World Advisors LLC | 0.03% | Reduce -2.9% | 2,563 | $205K |
| Summit Wealth Group, LLC | 0.04% | No change | 2,554 | $204K |
| Modern Wealth Management, LLC | 0.00% | New | 2,554 | $204K |
| Providence First Trust Co | 0.06% | No change | 2,535 | $203K |
| Boyd Watterson Asset Management LLC | 0.05% | Add +17.2% | 2,529 | $202K |
| American Trust | 0.02% | Reduce -29.1% | 2,512 | $201K |
| HM Payson & Co. | 0.00% | No change | 2,350 | $188K |
| Allianz Asset Management GmbH | 0.00% | Reduce -98.6% | 2,350 | $188K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -3.9% | 2,346 | $188K |
| Compass Financial Management LLC | 0.02% | — | 2,353 | $187K |
| PlanVest Financial, Inc | 0.12% | No change | 2,314 | $185K |
| Downshift Financial, LLC | 0.08% | New | 2,235 | $179K |
| Intesa Sanpaolo Wealth Management | 0.04% | Add +29.4% | 2,200 | $176K |
| UMB Bank, n.a. | 0.00% | No change | 2,189 | $175K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.2% | 2,179 | $174K |
| Capital Investment Counsel, Inc | 0.02% | No change | 2,162 | $173K |
| Stelac Advisory Services LLC | 0.03% | No change | 2,083 | $167K |
| Crewe Advisors LLC | 0.01% | Add +1.5% | 2,050 | $164K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,000 | $160K |
| Concord Wealth Partners | 0.02% | New | 1,876 | $150K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -1.8% | 1,851 | $148K |
| EPG Wealth Management LLC | 0.04% | No change | 1,838 | $147K |
| Capital Advisor Network LLC | 0.18% | Add +17.1% | 1,831 | $146K |
| Synergy Investment Management, LLC | 0.03% | Add +228.8% | 1,818 | $144K |
| Ameriflex Group, Inc. | 0.06% | Reduce -9.3% | 1,749 | $140K |
| Godfrey Financial Associates, Inc. | 0.11% | No change | 1,719 | $137K |
| Darwin Wealth Management, LLC | 0.04% | Add +3.4% | 1,613 | $129K |
| Picton Mahoney Asset Management | 0.00% | No change | 1,590 | $127K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -52.4% | 1,580 | $126K |
| Barrett & Company, Inc. | 0.03% | Add +1.1% | 1,535 | $123K |
| Register Financial Advisors LLC | 0.04% | Add +1.1% | 1,533 | $123K |
| Salem Investment Counselors Inc. | 0.00% | Add +3.1% | 1,514 | $121K |
| First Horizon Corp. | 0.00% | Reduce -61.6% | 1,505 | $120K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,500 | $120K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,483 | $119K |
| Park Place Capital Corp | 0.02% | No change | 1,462 | $117K |
| Caitlin John, LLC | 0.06% | Add +5.8% | 1,386 | $111K |
| Cambient Family Office, LLC | 0.01% | No change | 1,340 | $107K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,333 | $107K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -1.1% | 1,219 | $98K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +4.5% | 1,173 | $94K |
| NFSG Corp | 0.01% | Add +51.3% | 1,171 | $94K |
| Basepoint Wealth LLC | 0.05% | Add +0.9% | 1,171 | $94K |
| Signature Equity Partners, LLC | 0.04% | Add +52.5% | 1,144 | $91K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 1,130 | $90K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,100 | $88K |
| YANKCOM Partnership | 0.03% | Reduce -20.7% | 1,056 | $84K |
| 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% | No change | 1,007 | $81K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -93.2% | 1,004 | $80K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 978 | $78K |
| International Assets Investment Management, LLC | 0.00% | Add +33.4% | 930 | $74K |
| Realta Investment Advisors | 0.02% | Add +217.5% | 908 | $73K |
| Vision Financial Markets LLC | 0.06% | Add +300.0% | 800 | $64K |
| Ascentis Independent Advisors | 0.17% | Reduce -83.4% | 779 | $62K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.6% | 769 | $61K |
| Institute for Wealth Management, LLC. | 0.01% | New | 758 | $61K |
| Bank of New Hampshire | 0.01% | No change | 755 | $60K |
| Banque Transatlantique SA | 0.00% | New | 750 | $60K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 748 | $60K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -6.5% | 738 | $59K |
| Cape Investment Advisory, Inc. | 0.02% | New | 724 | $58K |
| Luminist Capital LLC | 0.06% | New | 677 | $54K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 630 | $50K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -7.2% | 610 | $49K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.5% | 607 | $49K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -22.3% | 610 | $49K |
| Oakmont Advisory Group, LLC | 0.04% | New | 584 | $47K |
| Fiduciary Financial Advisors | 0.00% | New | 516 | $41K |
| Itau Unibanco Holding S.A. | 0.00% | New | 510 | $41K |
| Wellington-Altus USA Inc. | 0.03% | No change | 510 | $41K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.4% | 504 | $40K |
| High Point Wealth Management, LLC | 0.03% | Add +1.5% | 488 | $39K |
| West Paces Advisors Inc. | 0.01% | No change | 481 | $38K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 478 | $38K |
| WealthShield Partners, LLC | 0.01% | Reduce -79.4% | 442 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 442 | $35K |
| Index Technologies Group LLC | 0.03% | New | 410 | $33K |
| Asset Dedication, LLC | 0.00% | Reduce -23.1% | 405 | $32K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 377 | $30K |
| Covestor Ltd | 0.02% | Add +15.4% | 360 | $29K |
| Eastern Bank | 0.00% | Reduce -12.6% | 325 | $26K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $24K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 287 | $23K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 283 | $23K |
| American National Bank & Trust | 0.00% | No change | 278 | $22K |
| Walsh & Associates, LLC | 0.02% | New | 263 | $21K |
| Triumph Capital Management | 0.00% | No change | 257 | $21K |
| WestEnd Advisors, LLC | 0.00% | New | 254 | $20K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -2.3% | 252 | $20K |
| Mather Group, Llc. | 0.00% | Reduce -6.3% | 251 | $20K |
| IMA Advisory Services, Inc. | 0.00% | New | 250 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +1462.5% | 250 | $20K |
| Grove Bank & Trust | 0.00% | No change | 244 | $20K |
| Wolff Wiese Magana LLC | 0.01% | No change | 239 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 237 | $19K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 227 | $18K |
| Phillips Financial Management, LLC | 0.00% | Reduce -51.3% | 226 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -33.4% | 211 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -47.7% | 208 | $17K |
| Markowski Investments | 0.00% | — | 200 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 200 | $16K |
| SHP Wealth Management | 0.00% | Reduce -50.0% | 200 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 200 | $16K |
| CNB Bank | 0.01% | No change | 195 | $16K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +14.3% | 192 | $15K |
| CX Institutional | 0.00% | Reduce -53.9% | 187 | $15K |
| Key Capital Management, INC | 0.01% | Reduce -1.6% | 182 | $15K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 176 | $14K |
| FWL Investment Management, LLC | 0.00% | New | 173 | $14K |
| Investors Research Corp | 0.00% | No change | 169 | $14K |
| Fairscale Capital, LLC | 0.01% | No change | 166 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -7.3% | 164 | $13K |
| Financial Consulate, Inc. | 0.00% | No change | 157 | $13K |
| LFA - Lugano Financial Advisors SA | 0.01% | Reduce -86.4% | 155 | $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 |
| Brown Brothers Harriman & Co. | 0.00% | New | 149 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 141 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 137 | $11K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Reduce -20.6% | 135 | $11K |
| Blueline Advisors LLC | 0.01% | No change | 133 | $11K |
| Princeton Global Asset Management LLC | 0.00% | No change | 132 | $11K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 117 | $9K |
| Creative Financial Designs Inc. | 0.00% | Add +13.0% | 104 | $8K |
| First Bancorp, Inc | 0.00% | New | 100 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -89.2% | 99 | $8K |
| New Republic Capital, LLC | 0.00% | Add +1.0% | 98 | $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 |
| SYM FINANCIAL Corp | 0.00% | New | 91 | $7K |
| Community Bank, N.A. | 0.00% | Reduce -34.3% | 90 | $7K |
| Wolverine Asset Management LLC | 0.00% | No change | 86 | $7K |
| St Germain D J Co. Inc. | 0.00% | Reduce -83.8% | 67 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 65 | $5K |
| Strategic Wealth Advisors LLC | 0.00% | Reduce -6.7% | 70 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 62 | $5K |
| Evolution Wealth Management Inc. | 0.00% | New | 60 | $5K |
| Matrix Private Capital Group LLC | 0.00% | No change | 58 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.0% | 57 | $5K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.8% | 56 | $5K |
| Allied Private Wealth LLC | 0.00% | — | 55 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 52 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 50 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 49 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -17.9% | 46 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 33 | $3K |
| Founders Capital Management | 0.00% | Add +3.2% | 32 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 25 | $2K |
| Horizon Investments, LLC | 0.00% | New | 23 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | New | 22 | $2K |
| McDonald Partners LLC | 0.00% | New | 20 | $2K |
| Westfuller Advisors, LLC | 0.00% | No change | 20 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 19 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Sofi Wealth, LLC | 0.00% | Reduce -7.1% | 13 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +71.4% | 12 | $959 |
| PayPay Securities Corp | 0.02% | No change | 11 | $880 |
| Manchester Capital Management LLC | 0.00% | New | 10 | $800 |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +80.0% | 9 | $720 |
| Rakuten Securities, Inc. | 0.00% | Reduce -65.2% | 8 | $640 |
| Financial Gravity Companies, Inc. | 0.00% | — | 6 | $480 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $228 |
| Natixis | 0.00% | Reduce -100.0% | 1 | $80 |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $80 |
| Powell Investment Advisors, LLC | 0.00% | No change | 1 | $75 |
| Smithfield Trust Co | 0.00% | New | 13 | $0 |
"% of holder's portfolio" is HYG's weight in each manager's 13F, not the share of Ishr Ibx Usd Hiyld CB ETF-Ui the manager owns.