iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q2 2025 (June 30)534holders +2
54new positions
55sold out
2famous investors
$43.12avg. 13F price*
At the end of Q2 2025, 534 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 2 from Q1 2025. 54 opened new positions and 55 sold out. The largest holders were Royal Bank of Canada ($589.6M), Assetmark, Inc. ($448.5M) and Empower Advisory Group, LLC ($417.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares 0-5 YR HY Corp. Bond
- CUSIP
- 46434V407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $172.6M |
| Exits | 55 | $99.7M |
All 13F filers, Q1 2025 → Q2 2025: 14,238,738 shares bought and 13,955,858 shares sold, net +282,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Royal Bank of Canada | 0.11% | Add +5.7% | 13,666,712 | $589.6M |
| Assetmark, Inc. | 1.06% | Add +4.3% | 10,397,272 | $448.5M |
| Empower Advisory Group, LLC | 1.25% | Add +6.0% | 9,687,474 | $417.9M |
| BlackRock, Inc. | 0.01% | Add +0.1% | 6,046,954 | $260.9M |
| Japan Science & Technology Agency | 3.05% | No change | 4,450,000 | $192.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +63.2% | 4,008,178 | $172.9M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -17.4% | 3,167,324 | $136.6M |
| Morgan Stanley | 0.01% | Add +18.9% | 3,009,970 | $129.9M |
| LPL Financial LLC | 0.04% | Add +13.5% | 2,589,503 | $111.7M |
| State of New Jersey Common Pension Fund D | 0.40% | No change | 2,403,519 | $103.7M |
| Bank of America Corp. | 0.01% | Add +10.5% | 2,343,764 | $101.1M |
| Wealthfront Advisers LLC | 0.26% | Reduce -1.8% | 2,339,804 | $100.9M |
| Nepc LLC | 2.40% | No change | 2,200,963 | $94.9M |
| Mercer Global Advisors Inc. | 0.17% | Reduce -5.5% | 1,801,171 | $77.6M |
| Bramshill Investments, LLC | 7.95% | Add +80.2% | 1,761,481 | $76.0M |
| Ocean Park Asset Management, LLC | 2.46% | No change | 1,628,000 | $69.2M |
| Arch Capital Group LTD. | 22.52% | No change | 1,531,250 | $66.1M |
| Wells Fargo & Company | 0.01% | Add +11.6% | 1,450,007 | $62.6M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +28.1% | 1,431,900 | $61.8M |
| RiverFront Investment Group, LLC | 1.02% | Add +305.8% | 1,216,930 | $52.5M |
| Osaic Holdings, Inc. | 0.09% | Add +165.8% | 1,174,281 | $50.2M |
| Raymond James Financial Inc. | 0.02% | Add +61.8% | 1,148,197 | $49.5M |
| Sound Income Strategies, LLC | 2.52% | Reduce -0.4% | 1,020,214 | $44.0M |
| Permanens Capital L.P. | 5.19% | New | 881,749 | $38.0M |
| Advisors Capital Management, LLC | 0.52% | Add +6.2% | 874,294 | $37.7M |
| Bank of New York Mellon Corp | 0.01% | Add +0.3% | 818,046 | $35.3M |
| UBS Group AG | 0.01% | Reduce -5.5% | 744,118 | $32.1M |
| Hilton Capital Management, LLC | 2.36% | New | 685,212 | $29.6M |
| Mariner, LLC | 0.04% | Reduce -3.1% | 637,079 | $27.5M |
| Cetera Investment Advisers | 0.05% | Reduce -30.9% | 629,985 | $27.2M |
| Betterment LLC | 0.05% | Add +9.3% | 591,634 | $25.5M |
| Motley Fool Wealth Management, LLC | 1.51% | Reduce -9.7% | 578,233 | $24.9M |
| Creative Planning | 0.02% | Reduce -4.2% | 534,206 | $23.0M |
| Baker Avenue Asset Management, LP | 0.61% | Add +2.5% | 494,622 | $21.3M |
| Park Avenue Securities LLC | 0.19% | New | 485,338 | $20.9M |
| Financial Gravity Companies, Inc. | 3.99% | — | 471,100 | $20.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -6.6% | 465,337 | $20.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 447,528 | $19.3M |
| Atwood & Palmer Inc. | 1.18% | Add +52.5% | 436,172 | $18.8M |
| Ninety One UK Ltd | 0.04% | No change | 423,751 | $18.3M |
| High Probability Advisors, LLC | 2.68% | Add +6.0% | 414,764 | $17.9M |
| Scotia Capital Inc. | 0.08% | Add +103.1% | 406,648 | $17.5M |
| Truist Financial Corp. | 0.03% | Add +18.3% | 404,290 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 397,693 | $17.2M |
| Stifel Financial Corp. | 0.02% | Add +15.5% | 383,821 | $16.6M |
| Matthew Goff Investment Advisor, LLC | 3.04% | Reduce -10.1% | 380,537 | $16.4M |
| MAI Capital Management | 0.11% | Reduce -4.7% | 356,360 | $15.4M |
| Trivium Point Advisory, LLC | 1.63% | Add +10.7% | 348,131 | $15.0M |
| Belpointe Asset Management LLC | 0.60% | New | 334,355 | $14.4M |
| MML Investors Services, LLC | 0.04% | Reduce -25.5% | 319,903 | $13.8M |
| KilterHowling LLC | 8.19% | Add +3.4% | 318,795 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Add +32.1% | 316,759 | $13.7M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -1.9% | 313,519 | $13.5M |
| Pathstone Holdings, LLC | 0.05% | Reduce -23.2% | 299,848 | $12.9M |
| Gibbs Wealth Management | 2.41% | Add +8.4% | 290,391 | $12.5M |
| Sweeney & Michel, LLC | 4.37% | Add +4.9% | 287,658 | $12.3M |
| Clearstead Advisors, LLC | 0.16% | Add +70.6% | 260,974 | $11.3M |
| Retirement Financial Solutions, LLC | 3.90% | Reduce -0.8% | 257,021 | $11.1M |
| Cascade Wealth Advisors, Inc | 6.13% | Reduce -15.8% | 252,550 | $10.8M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -7.2% | 250,458 | $10.8M |
| Legacy Financial Group LLC | 1.51% | Add +1.0% | 250,077 | $10.8M |
| Members Advisory Group LLC | 3.92% | Reduce -0.1% | 241,812 | $10.4M |
| Freestate Advisors LLC | 9.29% | Reduce -1.7% | 241,057 | $10.4M |
| Foronjy Financial LLC | 4.78% | — | 236,958 | $10.2M |
| Capstone Investment Advisors, LLC | 0.10% | Add +18.2% | 234,101 | $10.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +474.8% | 231,390 | $10.0M |
| Peak Financial Management, Inc. | 2.84% | Add +2.4% | 231,161 | $10.0M |
| Kitching Partners, LLC | 9.89% | Add +4.8% | 225,023 | $9.7M |
| Waterloo Capital, L.P. | 0.76% | Reduce -4.8% | 219,280 | $9.5M |
| Powers Advisory Group, LLC | 4.13% | Add +2.6% | 217,929 | $9.4M |
| Financial Advisory Partners, LLC | 2.95% | Reduce -45.8% | 217,415 | $9.4M |
| Mgo One Seven LLC | 0.29% | Add +5.6% | 205,574 | $8.9M |
| Whitford Management LLC | 9.25% | New | 202,000 | $8.7M |
| Nuveen, LLC | 0.00% | New | 196,241 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -9.3% | 195,411 | $8.4M |
| Ssi Investment Management LLC | 3.27% | New | 187,827 | $8.1M |
| Fairview Capital Investment Management, LLC | 0.41% | Reduce -1.4% | 185,457 | $8.0M |
| Blue Barn Wealth, LLC | 3.69% | Add +2.3% | 181,417 | $7.8M |
| Graypoint LLC | 0.44% | Add +4.0% | 181,200 | $7.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +1.5% | 171,168 | $7.4M |
| Curtis Advisory Group, LLC | 1.85% | Add +13.0% | 170,818 | $7.4M |
| My Legacy Advisors, LLC | 2.61% | Add +4.0% | 171,103 | $7.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +7.1% | 165,940 | $7.2M |
| Western Asset Management Company, LLC | 17.20% | New | 165,300 | $7.1M |
| Quadrature Capital Ltd | 0.12% | New | 165,231 | $7.1M |
| Ascent Group, LLC | 0.26% | Reduce -26.6% | 156,133 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 155,562 | $6.7M |
| Financial Sense Advisors, Inc. | 1.62% | New | 152,590 | $6.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +105.3% | 148,889 | $6.4M |
| Townsquare Capital LLC | 0.61% | Reduce -92.8% | 144,287 | $6.2M |
| Towercrest Capital Management | 1.09% | Reduce -0.0% | 141,807 | $6.1M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -40.2% | 135,890 | $5.9M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Add +114.0% | 135,265 | $5.8M |
| EFG Asset Management (Americas) Corp. | 1.05% | Add +348.2% | 131,752 | $5.7M |
| Merit Financial Group, LLC | 0.06% | Reduce -43.9% | 130,476 | $5.6M |
| Hudock, Inc. | 0.90% | Add +3.6% | 130,429 | $5.6M |
| Pension & Wealth Management Advisors, Inc. | 1.88% | Add +13.0% | 130,045 | $5.6M |
| Sage Advisory Services, Ltd.Co. | 2.92% | Add +6.0% | 124,423 | $5.4M |
| Avior Wealth Management, LLC | 0.18% | Add +37.4% | 123,202 | $5.3M |
| Adell Harriman & Carpenter Inc. | 0.35% | Reduce -2.9% | 122,031 | $5.3M |
| Courier Capital LLC | 0.31% | Reduce -32.9% | 118,314 | $5.1M |
| Redhawk Wealth Advisors, Inc. | 0.63% | Reduce -3.4% | 115,571 | $5.0M |
| CreativeOne Wealth, LLC | 0.13% | Add +8.4% | 115,153 | $5.0M |
| Sigma Investment Counselors Inc. | 0.27% | Reduce -0.4% | 114,692 | $4.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +195.5% | 112,427 | $4.9M |
| Arkadios Wealth Advisors | 0.15% | Add +10.2% | 112,380 | $4.8M |
| Level Financial Advisors | 1.50% | Reduce -6.4% | 111,946 | $4.8M |
| Alliance Wealth Management Group | 1.22% | Add +0.0% | 111,042 | $4.8M |
| Integrity Alliance, Llc. | 0.26% | Reduce -21.1% | 110,233 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.2% | 109,054 | $4.7M |
| SageView Advisory Group, LLC | 0.18% | Add +0.5% | 107,992 | $4.6M |
| Investment Partners, LTD. | 1.75% | Add +7.0% | 107,104 | $4.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.18% | Add +81.5% | 105,287 | $4.5M |
| Madden Advisory Services, Inc. | 1.90% | Reduce -0.5% | 103,574 | $4.5M |
| Factor Wealth Management LTD | 1.21% | Add +5.7% | 102,484 | $4.4M |
| Ritholtz Wealth Management | 0.10% | Add +196.7% | 102,024 | $4.4M |
| City Holding Co. | 0.57% | Reduce -0.6% | 101,115 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.5% | 99,323 | $4.3M |
| Smith Salley Wealth Management | 0.25% | Add +0.4% | 98,644 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +155.7% | 96,046 | $4.1M |
| Childress Capital Advisors, LLC | 1.04% | New | 95,872 | $4.1M |
| Jmac Enterprises LLC | 0.87% | Add +6.6% | 93,811 | $4.0M |
| Old National Bancorp | 0.07% | Add +3.1% | 93,609 | $4.0M |
| One Capital Management, LLC | 0.14% | Reduce -3.1% | 92,809 | $4.0M |
| Central Pacific Bank - Trust Division | 0.53% | Add +833.0% | 92,443 | $4.0M |
| Cwm, LLC | 0.01% | Add +4.6% | 92,042 | $4.0M |
| Bank of Montreal | 0.00% | Add +3.9% | 91,881 | $4.0M |
| David Kennon Inc | 1.48% | Reduce -22.1% | 91,681 | $4.0M |
| Portside Wealth Group, LLC | 0.59% | Add +14.9% | 91,666 | $4.0M |
| Owen LaRue, LLC | 1.68% | Reduce -2.7% | 91,421 | $3.9M |
| Geneos Wealth Management Inc. | 0.09% | Add +11.4% | 86,753 | $3.7M |
| Friedenthal Financial | 2.04% | Add +6.3% | 86,063 | $3.7M |
| Gallagher Fiduciary Advisors, LLC | 0.14% | Reduce -89.2% | 85,462 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +317.7% | 84,784 | $3.7M |
| Old Mission Capital LLC | 0.10% | Add +58.8% | 84,089 | $3.6M |
| Planning Directions Inc. | 2.04% | Add +10.9% | 84,017 | $3.6M |
| Essex LLC | 0.70% | Add +71.7% | 82,338 | $3.6M |
| Composition Wealth, LLC | 0.06% | Reduce -5.4% | 82,042 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +25.8% | 80,307 | $3.5M |
| Manske Wealth Management | 1.13% | Add +0.3% | 79,124 | $3.4M |
| Prosperity Consulting Group, LLC | 0.25% | Add +2.3% | 78,625 | $3.4M |
| Insigneo Advisory Services, LLC | 0.29% | Add +9.5% | 77,881 | $3.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.2% | 77,500 | $3.3M |
| Fulton Breakefield Broenniman LLC | 0.23% | Reduce -24.3% | 77,394 | $3.3M |
| Virtue Capital Management, LLC | 0.61% | Reduce -5.9% | 76,947 | $3.3M |
| Goldstone Financial Group, LLC | 0.41% | Add +3.3% | 72,235 | $3.1M |
| Tidal Investments LLC | 0.02% | Reduce -42.2% | 71,771 | $3.1M |
| Alexis Investment Partners, LLC | 1.31% | New | 70,728 | $3.0M |
| Summit Wealth Partners, LLC | 0.56% | Reduce -58.5% | 68,625 | $3.0M |
| Csenge Advisory Group | 0.15% | Reduce -4.7% | 68,990 | $2.9M |
| Sigma Planning Corp | 0.09% | Add +4.8% | 67,206 | $2.9M |
| Allstate Corp. | 0.21% | Reduce -31.8% | 66,627 | $2.9M |
| New York Life Investment Management LLC | 0.03% | Add +4.9% | 66,217 | $2.9M |
| Webster Bank, N. A. | 0.29% | Reduce -17.8% | 65,678 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -19.1% | 65,497 | $2.8M |
| Thrive Capital Management, LLC | 0.88% | New | 65,107 | $2.8M |
| Balefire, LLC | 0.59% | Add +78.9% | 62,781 | $2.7M |
| Guardian Asset Advisors, LLC | 1.55% | Add +7.5% | 62,489 | $2.7M |
| Timber Creek Capital Management LLC | 0.68% | Add +24.9% | 62,454 | $2.7M |
| Independent Solutions Wealth Management, LLC | 0.52% | Add +10.0% | 61,934 | $2.7M |
| Future Financial Wealth Managment LLC | 1.81% | Reduce -7.8% | 61,729 | $2.7M |
| Crabel Capital Management, LLC | 1.61% | Add +127.0% | 61,075 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -76.3% | 60,100 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +5.5% | 58,978 | $2.5M |
| Etesian Wealth Advisors, Inc. | 0.92% | Add +16.6% | 57,390 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -92.6% | 56,233 | $2.4M |
| Center For Asset Management LLC | 1.49% | Reduce -18.3% | 56,596 | $2.4M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -17.5% | 55,008 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -0.3% | 54,651 | $2.3M |
| 1834 Investment Advisors Co. | 0.30% | Add +9.6% | 54,022 | $2.3M |
| Alternative Investment Advisors, LLC. | 1.16% | Reduce -6.1% | 53,940 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -13.2% | 53,491 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | New | 53,203 | $2.3M |
| Continuum Advisory, LLC | 0.27% | Add +9.6% | 52,395 | $2.3M |
| Cascade Financial Partners, LLC | 0.27% | Add +13.0% | 51,821 | $2.2M |
| Perigon Wealth Management, LLC | 0.05% | Add +12.3% | 50,016 | $2.2M |
| Klaas Financial Asset Advisors, LLC | 0.34% | Add +4.2% | 49,524 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Add +5.6% | 49,449 | $2.1M |
| TFB Advisors LLC | 0.55% | Reduce -7.3% | 48,931 | $2.1M |
| Heritage Oak Wealth Advisors LLC | 0.83% | Reduce -36.0% | 48,901 | $2.1M |
| S. R. Schill & Associates | 1.55% | Add +3.1% | 48,900 | $2.1M |
| HCR Wealth Advisors | 0.25% | Reduce -4.3% | 48,820 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -14.8% | 48,520 | $2.1M |
| Jackson Creek Investment Advisors LLC | 0.56% | Reduce -0.8% | 47,862 | $2.1M |
| Sovran Advisors, LLC | 0.21% | Add +37.5% | 47,710 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | No change | 46,980 | $2.0M |
| Hofer & Associates. Inc | 1.26% | Reduce -3.3% | 46,892 | $2.0M |
| Strategic Investment Advisors / MI | 0.19% | Reduce -2.1% | 45,642 | $2.0M |
| GeoWealth Management, LLC | 0.08% | Add +31.3% | 45,389 | $2.0M |
| Investments & Financial Planning, LLC | 1.12% | Add +5.6% | 45,093 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Reduce -13.1% | 45,080 | $1.9M |
| World Investment Advisors | 0.04% | Reduce -49.9% | 44,847 | $1.9M |
| Rooted Wealth Advisors, Inc. | 0.66% | Add +14.7% | 44,815 | $1.9M |
| Scott Marsh Financial, LLC | 0.69% | — | 43,177 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Reduce -4.1% | 42,937 | $1.9M |
| AXS Investments LLC | 0.75% | New | 42,396 | $1.8M |
| Mount Lucas Management LP | 0.87% | Reduce -0.1% | 42,231 | $1.8M |
| Naples Global Advisors, LLC | 0.16% | Reduce -2.5% | 42,123 | $1.8M |
| Endowment Wealth Management, Inc. | 0.93% | Add +12.7% | 41,815 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +10.4% | 41,101 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.7% | 41,053 | $1.8M |
| GC Wealth Management RIA, LLC | 0.14% | Add +172.8% | 40,810 | $1.8M |
| Sunbelt Securities, Inc. | 0.16% | Add +2018.5% | 41,290 | $1.8M |
| Blue Capital, Inc. | 1.25% | — | 40,763 | $1.8M |
| Addison Capital Co | 0.61% | Add +28.6% | 40,499 | $1.7M |
| D L Carlson Investment Group Inc. | 0.31% | Reduce -6.4% | 39,793 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Add +12.2% | 39,720 | $1.7M |
| Compound Planning, Inc. | 0.06% | Add +35.0% | 38,648 | $1.7M |
| Laffer Tengler Investments, Inc. | 0.34% | Reduce -3.2% | 37,330 | $1.6M |
| HSBC Holdings PLC | 0.00% | Add +2.5% | 37,210 | $1.6M |
| Prudential PLC | 0.01% | Reduce -3.4% | 37,040 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -78.3% | 36,809 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Add +18.9% | 36,822 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +19.3% | 36,054 | $1.6M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -8.4% | 36,081 | $1.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +13.6% | 35,711 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -14.5% | 35,702 | $1.5M |
| Diversify Advisory Services, LLC | 0.06% | Add +66.2% | 35,070 | $1.5M |
| PFG Advisors | 0.07% | Add +24.7% | 34,769 | $1.5M |
| Capital Analysts, LLC | 0.05% | Reduce -3.2% | 34,717 | $1.5M |
| Squire Investment Management Company, LLC | 0.55% | Add +20.3% | 34,699 | $1.5M |
| TriaGen Wealth Management LLC | 0.45% | Add +5.1% | 34,144 | $1.5M |
| Western Financial Corp | 0.79% | Add +0.5% | 34,010 | $1.5M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.41% | No change | 33,500 | $1.4M |
| Alterna Wealth Management, Inc. | 1.15% | Reduce -13.2% | 33,226 | $1.4M |
| ArborFi Advisors, LLC | 1.26% | Add +2.0% | 33,052 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.28% | Add +15.7% | 32,988 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +1.1% | 32,893 | $1.4M |
| Richardson Financial Services Inc. | 0.95% | Reduce -3.5% | 32,870 | $1.4M |
| Rosenberg Matthew Hamilton | 0.32% | Add +6.1% | 31,868 | $1.4M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -0.3% | 31,840 | $1.4M |
| Idaho Trust Co | 0.49% | Reduce -2.6% | 31,845 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -64.2% | 31,253 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -12.7% | 29,559 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +5.2% | 29,439 | $1.3M |
| Bakala Capital LLC | 7.15% | Reduce -3.7% | 28,862 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.17% | Reduce -6.0% | 28,343 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 27,982 | $1.2M |
| Whalen Wealth Management Inc. | 0.75% | New | 27,882 | $1.2M |
| Carr Financial Group Corp | 0.35% | Add +13.0% | 27,805 | $1.2M |
| 21 West Wealth Management LLC | 1.19% | — | 27,278 | $1.2M |
| Norden Group LLC | 0.13% | Add +10.5% | 26,924 | $1.2M |
| Pinion Investment Advisors, LLC | 0.40% | Reduce -46.4% | 26,621 | $1.1M |
| Heritage Family Offices, LLP | 0.56% | Add +0.1% | 26,119 | $1.1M |
| Drucker Wealth 3.0, LLC | 0.21% | New | 25,648 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +2.6% | 24,705 | $1.1M |
| Penobscot Wealth Management | 0.38% | Add +10.8% | 24,383 | $1.1M |
| Millennium Management | 0.00% | Add +12.2% | 24,345 | $1.1M |
| Resurgent Financial Advisors LLC | 0.58% | Add +0.3% | 24,311 | $1.0M |
| Comerica Bank | 0.00% | Add +53.8% | 24,241 | $1.0M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -9.7% | 24,146 | $1.0M |
| First Hawaiian Bank | 0.14% | Reduce -23.8% | 24,072 | $1.0M |
| Everstar Asset Management, LLC | 0.62% | Add +0.5% | 23,669 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +24.7% | 23,482 | $1.0M |
| Blankinship & Foster, LLC | 0.24% | Add +1.2% | 23,292 | $1.0M |
| Synovus Financial Corp. | 0.01% | Add +56.9% | 22,754 | $982K |
| Obsido Oy | 0.74% | Add +0.5% | 22,462 | $969K |
| First Foundation Advisors | 0.04% | No change | 22,255 | $960K |
| IFP Advisors, Inc | 0.03% | Add +42.7% | 21,950 | $947K |
| Mutual Advisors, LLC | 0.02% | Add +1.5% | 21,829 | $940K |
| Guidance Point Advisors, LLC | 0.25% | Add +4.1% | 21,720 | $937K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.0% | 21,492 | $927K |
| NorthStar Asset Management LLC | 0.49% | Add +307.6% | 21,386 | $923K |
| Regions Financial Corp. | 0.01% | Add +14.3% | 21,143 | $912K |
| HBK Sorce Advisory LLC | 0.02% | No change | 21,060 | $909K |
| Seaview Investment Managers LLC | 0.19% | Add +12.9% | 21,024 | $907K |
| Darden Wealth Group Inc | 0.54% | Add +0.0% | 20,820 | $898K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -54.5% | 20,664 | $891K |
| &partners | 0.01% | Add +235.2% | 19,794 | $854K |
| NewEdge Advisors, LLC | 0.00% | Add +6.7% | 19,752 | $852K |
| NDWM LLC | 0.62% | Add +1.4% | 19,673 | $849K |
| Lanark Financial, Inc. | 0.07% | Reduce -14.4% | 19,664 | $848K |
| Brookstone Capital Management | 0.01% | Add +1.4% | 19,637 | $847K |
| Sterling Investment Counsel, LLC | 0.49% | Add +2.8% | 19,478 | $840K |
| Advisor OS, LLC | 0.08% | Add +3.4% | 19,375 | $836K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.3% | 19,298 | $833K |
| Round Rock Advisors LLC | 0.14% | Add +0.2% | 19,071 | $823K |
| Kraematon Investment Advisors, Inc. | 0.77% | Add +0.9% | 18,901 | $815K |
| Corient Private Wealth LP | 0.00% | Reduce -37.8% | 18,871 | $814K |
| Zuckerman Investment Group, LLC | 0.08% | Add +15.7% | 18,709 | $807K |
| Talon Private Wealth, LLC | 0.11% | Add +7.1% | 18,207 | $785K |
| Diversified Portfolios, Inc. | 0.07% | Add +5.9% | 18,176 | $784K |
| Mission Wealth Management, LP | 0.02% | Reduce -23.9% | 18,085 | $780K |
| MMBG Investment Advisors Co. | 0.08% | Add +20.0% | 17,840 | $770K |
| Ieq Capital, LLC | 0.00% | Add +45.2% | 17,829 | $769K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +4.7% | 17,723 | $765K |
| L2 Asset Management, LLC | 0.12% | New | 17,573 | $758K |
| Wambolt & Associates, LLC | 0.25% | Reduce -3.1% | 17,377 | $745K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1040.9% | 17,000 | $733K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 16,798 | $725K |
| Destiny Capital Corp | 0.43% | Add +2.9% | 16,690 | $720K |
| WESPAC Advisors, LLC | 0.49% | Reduce -12.0% | 16,348 | $705K |
| Compass Capital Corp. /Ma/ | 0.33% | New | 16,251 | $697K |
| First National Trust Co | 0.03% | Add +17.4% | 15,845 | $684K |
| Norris Financial Group, LLC | 0.28% | Add +162.1% | 15,728 | $679K |
| Summit Financial, LLC | 0.02% | Add +151.9% | 15,553 | $671K |
| McNamara Financial Services, Inc. | 0.13% | Add +2.0% | 15,335 | $662K |
| Focus Partners Wealth | 0.00% | Add +8.6% | 15,334 | $662K |
| Mendel Capital Management LLC | 0.38% | Reduce -2.8% | 15,289 | $660K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.0% | 15,094 | $651K |
| Advyzon Investment Management, LLC | 0.14% | Add +5.9% | 15,067 | $650K |
| Twelve Points Wealth Management LLC | 0.17% | Add +182.9% | 14,947 | $645K |
| Wedbush Securities Inc. | 0.02% | New | 14,850 | $641K |
| Uptick Partners, LLC | 0.18% | Add +2.5% | 14,818 | $639K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 14,800 | $638K |
| BayBridge Capital Group, LLC | 0.41% | Add +4.3% | 14,766 | $637K |
| AlphaCore Capital LLC | 0.02% | Add +0.3% | 14,547 | $628K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +4.3% | 14,435 | $623K |
| Impact Partnership Wealth, LLC | 0.11% | New | 14,422 | $622K |
| Aptus Capital Advisors, LLC | 0.01% | Add +24.3% | 14,327 | $618K |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.9% | 14,070 | $607K |
| Sowell Financial Services LLC | 0.02% | Add +189.4% | 14,045 | $606K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.1% | 14,013 | $605K |
| Hilltop Holdings Inc. | 0.04% | Add +14.1% | 13,736 | $593K |
| Root Financial Partners, LLC | 0.06% | No change | 13,721 | $592K |
| Creative Financial Designs Inc. | 0.04% | Reduce -25.4% | 13,717 | $592K |
| Sheets Smith Wealth Management | 0.07% | Reduce -8.4% | 13,462 | $581K |
| Absolute Capital Management, LLC | 0.29% | Reduce -13.6% | 13,390 | $578K |
| Nwam LLC | 0.03% | Add +6.4% | 13,418 | $578K |
| Financial Management Network Inc. | 0.10% | Reduce -25.0% | 12,992 | $558K |
| Disciplined Investments, LLC | 0.23% | Reduce -4.5% | 12,866 | $555K |
| IPG Investment Advisors LLC | 0.11% | Add +0.8% | 12,834 | $554K |
| Courage Miller Partners, LLC | 0.17% | No change | 12,706 | $548K |
| Tudor Financial Inc. | 0.31% | Add +11.7% | 12,658 | $546K |
| PFG Investments, LLC | 0.03% | Reduce -3.7% | 12,646 | $546K |
| Curi Capital, LLC | 0.01% | Add +3.0% | 12,197 | $526K |
| StoneX Group Inc. | 0.02% | Add +51.3% | 11,803 | $509K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -10.2% | 11,647 | $502K |
| HB Wealth Management, LLC | 0.00% | New | 11,626 | $502K |
| City Center Advisors, LLC | 0.54% | Reduce -14.8% | 11,607 | $501K |
| Global Retirement Partners, LLC | 0.01% | — | 11,331 | $489K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -93.5% | 11,320 | $488K |
| Portland Financial Advisors Inc | 1.17% | Add +3.5% | 11,317 | $488K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 11,167 | $482K |
| Global Value Investment Corp. | 0.69% | No change | 11,139 | $481K |
| Financial Network Wealth Advisors LLC | 0.58% | Reduce -0.8% | 11,062 | $477K |
| Blalock Williams, LLC | 0.48% | Reduce -6.3% | 11,041 | $476K |
| Channel Wealth LLC | 0.13% | Add +1.3% | 11,019 | $475K |
| Private Trust Co. NA | 0.04% | Add +6.8% | 10,799 | $466K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -2.9% | 10,794 | $466K |
| Summit Investment Advisors, Inc. | 0.38% | Add +1.8% | 10,852 | $464K |
| LifeGoal Investments, LLC | 0.44% | New | 10,716 | $462K |
| KFA Private Wealth Group, LLC | 0.14% | Add +1.6% | 10,687 | $461K |
| Harbour Investments, Inc. | 0.01% | Add +4.8% | 10,628 | $458K |
| Yeomans Consulting Group, Inc. | 0.18% | Reduce -11.1% | 10,439 | $447K |
| Two West Capital Advisors LLC | 0.29% | Reduce -5.4% | 10,343 | $445K |
| Beirne Wealth Consulting Services, LLC | 0.14% | Add +20.0% | 10,233 | $441K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.0% | 10,216 | $441K |
| Stewardship Advisors, LLC | 0.11% | Add +5.8% | 10,062 | $434K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -99.8% | 10,034 | $433K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.7% | 9,962 | $430K |
| TPG Financial Advisors, LLC | 0.17% | Add +5.0% | 9,960 | $430K |
| GK Wealth Management LLC | 0.42% | Add +9.9% | 9,791 | $422K |
| Hunter Associates Investment Management LLC | 0.06% | Add +8.8% | 9,753 | $422K |
| Debussy Capital Management LP | 0.06% | Add +1.3% | 9,657 | $417K |
| Global Endowment Management, LP | 0.06% | Add +3.9% | 9,637 | $416K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | Reduce -15.8% | 9,441 | $407K |
| Rehmann Capital Advisory Group | 0.02% | No change | 9,117 | $393K |
| Redwood Financial Network Corp | 0.26% | No change | 9,009 | $389K |
| Comprehensive Money Management Services LLC | 0.29% | Add +1.1% | 8,990 | $388K |
| MRA Advisory Group | 0.18% | Reduce -2.7% | 8,965 | $387K |
| Koshinski Asset Management, Inc. | 0.03% | Add +17.4% | 8,803 | $380K |
| Diversified Enterprises, LLC | 0.03% | Add +5.9% | 8,781 | $379K |
| CKW Financial Group | 0.04% | Reduce -0.6% | 8,816 | $378K |
| Sierra Capital LLC | 0.04% | Reduce -59.9% | 8,679 | $374K |
| Stokes Family Office, LLC | 0.04% | No change | 8,472 | $365K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -2.2% | 8,443 | $364K |
| Omega Financial Group, LLC | 0.13% | Add +2.0% | 8,263 | $356K |
| Savant Capital, LLC | 0.00% | New | 8,233 | $355K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -1.1% | 8,139 | $351K |
| SouthState Bank Corp | 0.02% | Add +17.4% | 8,080 | $349K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +0.7% | 7,762 | $335K |
| Strategic Blueprint, LLC | 0.02% | Reduce -9.8% | 7,708 | $333K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +1.8% | 7,621 | $329K |
| Integrated Capital Management, LLC | 0.16% | Add +1.9% | 7,596 | $327K |
| Captrust Financial Advisors | 0.00% | Add +24.8% | 7,459 | $322K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -20.2% | 7,409 | $320K |
| McAdam, LLC | 0.02% | Reduce -8.5% | 7,345 | $317K |
| City National Bank of Florida | 0.23% | No change | 7,337 | $317K |
| Simplicity Wealth,LLC | 0.01% | No change | 7,337 | $317K |
| Lockerman Financial Group, Inc. | 0.42% | Add +5.9% | 7,161 | $309K |
| Fifth Third Bancorp | 0.00% | Add +1.1% | 7,083 | $306K |
| Integrity Wealth Advisors, Inc. | 0.21% | Reduce -0.6% | 7,062 | $305K |
| Howard Wealth Management, LLC | 0.15% | Add +28.9% | 7,050 | $304K |
| Cadent Capital Advisors, LLC | 0.10% | Reduce -30.9% | 6,961 | $300K |
| Lido Advisors, LLC | 0.00% | New | 6,951 | $300K |
| Dana Investment Advisors, Inc. | 0.01% | Add +45.1% | 6,933 | $299K |
| WMG Financial Advisors, LLC | 0.11% | Add +8.5% | 6,809 | $294K |
| Wallace Advisory Group, LLC | 0.21% | Add +0.1% | 6,907 | $294K |
| Americana Partners, LLC | 0.01% | New | 6,792 | $293K |
| BNP Paribas Financial Markets | 0.00% | Reduce -87.8% | 6,729 | $290K |
| ERn Financial, LLC | 0.06% | Add +0.8% | 6,613 | $285K |
| Blair William & Co. | 0.00% | Add +174.9% | 6,589 | $284K |
| Copia Wealth Management | 0.24% | Add +34.4% | 6,573 | $284K |
| Waverly Advisors, LLC | 0.00% | Reduce -81.5% | 6,521 | $281K |
| Saxony Capital Management, LLC | 0.21% | Add +1.2% | 6,474 | $279K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -12.0% | 6,405 | $276K |
| Rossby Financial, LCC | 0.10% | Reduce -0.3% | 6,380 | $275K |
| Buck Wealth Strategies, LLC | 0.04% | New | 6,337 | $273K |
| Moors & Cabot, Inc. | 0.01% | New | 6,288 | $271K |
| Summit X, LLC | 0.05% | Reduce -1.0% | 6,150 | $265K |
| Insight Wealth Partners, LLC | 0.14% | Add +4.4% | 6,051 | $261K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,900 | $255K |
| Fiduciary Trust Co | 0.00% | Reduce -7.6% | 5,865 | $253K |
| Colonial Trust Co / SC | 0.04% | No change | 5,820 | $251K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -6.1% | 5,786 | $250K |
| HRT Financial LP | 0.00% | Reduce -91.8% | 5,753 | $248K |
| Savvy Advisors, Inc. | 0.02% | Reduce -18.2% | 5,700 | $246K |
| Wrapmanager Inc. | 0.06% | Reduce -16.0% | 5,673 | $245K |
| Shepherd Financial Partners LLC | 0.03% | Add +1.2% | 5,653 | $244K |
| Blue Trust, Inc. | 0.00% | Add +127.4% | 5,615 | $242K |
| XTX Topco Ltd | 0.01% | New | 5,603 | $242K |
| Prossimo Advisors, LLC | 0.19% | Reduce -13.5% | 5,567 | $240K |
| Signal Advisors Wealth, LLC | 0.02% | New | 5,537 | $239K |
| North Star Investment Management Corp. | 0.02% | No change | 5,471 | $236K |
| NFSG Corp | 0.04% | Add +513.4% | 5,422 | $234K |
| FOCUS Wealth Advisors, LLC | 0.12% | No change | 5,372 | $232K |
| Brown Advisory Inc. | 0.00% | New | 5,330 | $230K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +1232.3% | 5,329 | $230K |
| Broadway Wealth Solutions, Inc. | 0.14% | No change | 5,321 | $230K |
| Kathleen S. Wright Associates Inc. | 0.09% | Reduce -1.3% | 5,321 | $230K |
| Optivise Advisory Services LLC | 0.12% | Reduce -2.6% | 5,230 | $226K |
| Novem Group | 0.03% | New | 5,223 | $225K |
| MJP Associates Inc. | 0.03% | No change | 5,217 | $225K |
| Procyon Advisors, LLC | 0.02% | Reduce -4.2% | 5,187 | $224K |
| Global View Capital Management LLC | 0.07% | Reduce -32.4% | 5,158 | $223K |
| Eagle Global Advisors LLC | 0.01% | Reduce -11.9% | 5,158 | $223K |
| Summit Wealth Group LLC / Co. | 0.06% | — | 5,134 | $221K |
| TigerOak Management, L.L.C. | 0.08% | New | 5,129 | $221K |
| Cumberland Partners Ltd | 0.02% | Reduce -2.5% | 5,110 | $220K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -30.8% | 5,093 | $220K |
| Objective Capital Management, LLC | 0.25% | Reduce -40.3% | 5,058 | $218K |
| Princeton Global Asset Management LLC | 0.04% | Reduce -10.3% | 4,915 | $212K |
| Vantage Financial Partners, LLC | 0.05% | Reduce -61.1% | 4,866 | $210K |
| MAS Advisors LLC | 0.34% | Reduce -69.5% | 4,767 | $206K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -35.6% | 4,726 | $204K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -36.9% | 4,682 | $202K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 4,577 | $197K |
| Parallel Advisors, LLC | 0.00% | Add +134.7% | 4,530 | $195K |
| Conquis Financial LLC | 0.19% | Reduce -3.6% | 4,517 | $195K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.0% | 4,131 | $178K |
| CIBC Private Wealth Group LLC | 0.00% | Add +43.4% | 3,504 | $151K |
| Larson Financial Group LLC | 0.01% | Reduce -29.1% | 3,139 | $135K |
| AE Wealth Management LLC | 0.00% | Reduce -49.9% | 3,086 | $133K |
| Rialto Wealth Management, LLC | 0.04% | Add +765.4% | 3,072 | $133K |
| Twin City Private Wealth, LLC | 0.10% | Add +0.0% | 2,785 | $120K |
| GoalVest Advisory LLC | 0.03% | New | 2,618 | $113K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,601 | $112K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.7% | 2,579 | $111K |
| Coastline Trust Co | 0.01% | No change | 2,560 | $110K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.5% | 2,518 | $109K |
| Whittier Trust Co. | 0.00% | No change | 2,513 | $108K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.3% | 2,506 | $108K |
| Boreal Capital Management LLC | 0.10% | — | 2,500 | $108K |
| Westend Capital Management, LLC | 0.03% | No change | 2,427 | $105K |
| EPG Wealth Management LLC | 0.03% | Add +8.0% | 2,346 | $101K |
| Richardson Capital Management LLC | 0.05% | Add +1.0% | 2,244 | $97K |
| FWL Investment Management, LLC | 0.03% | Add +1291.0% | 2,156 | $93K |
| Wells Financial Advisors INC | 0.13% | No change | 2,135 | $92K |
| FMR LLC | 0.00% | Reduce -32.6% | 2,111 | $91K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,104 | $91K |
| Ameriflex Group, Inc. | 0.05% | Add +30.6% | 2,059 | $89K |
| Colonial Trust Advisors | 0.01% | Reduce -11.8% | 2,050 | $88K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,004 | $86K |
| Realta Investment Advisors | 0.03% | Reduce -53.1% | 1,645 | $71K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | New | 1,607 | $69K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,597 | $69K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.3% | 1,516 | $65K |
| Park Square Financial Group, LLC | 0.04% | Reduce -10.3% | 1,209 | $52K |
| Toth Financial Advisory Corp. | 0.01% | New | 1,197 | $52K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,183 | $51K |
| WFA of San Diego, LLC | 0.03% | — | 1,091 | $47K |
| Spire Wealth Management | 0.00% | Add +16.4% | 1,080 | $47K |
| TD Private Client Wealth LLC | 0.00% | New | 1,036 | $45K |
| LFA - Lugano Financial Advisors SA | 0.03% | Reduce -25.7% | 1,040 | $44K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 971 | $42K |
| Pacifica Partners Inc. | 0.02% | Add +33.6% | 914 | $39K |
| Avion Wealth | 0.01% | No change | 825 | $35K |
| UMB Bank, n.a. | 0.00% | No change | 796 | $34K |
| Horizon Financial Services, LLC | 0.02% | Add +0.1% | 791 | $34K |
| WealthShield Partners, LLC | 0.00% | Add +17.1% | 747 | $32K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +448.9% | 719 | $31K |
| Bellwether Advisors, LLC | 0.01% | No change | 714 | $31K |
| NBT Bank, N.A. | 0.00% | No change | 625 | $27K |
| Hurley Capital, LLC | 0.02% | No change | 556 | $24K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.9% | 525 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 483 | $21K |
| Investors Research Corp | 0.00% | No change | 455 | $20K |
| Consultiva Wealth Management, Corp. | 0.06% | Add +50.0% | 420 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.9% | 379 | $16K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -47.5% | 365 | $16K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.7% | 364 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 351 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -85.5% | 302 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | New | 291 | $13K |
| Aspect Partners, LLC | 0.01% | New | 259 | $11K |
| Exchange Traded Concepts, LLC | 0.00% | New | 259 | $11K |
| Scarborough Advisors, LLC | 0.00% | New | 248 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -15.3% | 200 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 191 | $8K |
| Key Financial Inc | 0.00% | No change | 190 | $8K |
| Allworth Financial LP | 0.00% | No change | 190 | $8K |
| Front Row Advisors LLC | 0.00% | Reduce -40.0% | 180 | $8K |
| Providence Capital Advisors, LLC | 0.00% | New | 169 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +396.3% | 134 | $6K |
| Syntax Research, Inc. | 0.00% | Reduce -35.5% | 122 | $5K |
| US Bancorp \de | 0.00% | Reduce -72.8% | 116 | $5K |
| Signaturefd, LLC | 0.00% | New | 115 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 105 | $5K |
| First PREMIER Bank | 0.00% | No change | 93 | $4K |
| High Note Wealth, LLC | 0.00% | New | 90 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 90 | $4K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 82 | $4K |
| Tucker Asset Management LLC | 0.00% | Reduce -85.8% | 77 | $3K |
| Crewe Advisors LLC | 0.00% | No change | 70 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 67 | $3K |
| Brooklyn Investment Group | 0.00% | New | 57 | $2K |
| Franklin Resources Inc. | 0.00% | No change | 47 | $2K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 40 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 36 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 33 | $1K |
| Citigroup Inc. | 0.00% | Reduce -38.0% | 31 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 25 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 20 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 23 | $992 |
| Aventura Private Wealth, LLC | 0.00% | New | 20 | $863 |
| Transce3nd, LLC | 0.00% | Reduce -86.9% | 19 | $820 |
| FSA Wealth Management LLC | 0.00% | No change | 17 | $751 |
| Eastern Bank | 0.00% | No change | 13 | $561 |
| Dogwood Wealth Management LLC | 0.00% | New | 9 | $385 |
| Northwest Capital Management Inc | 0.00% | Reduce -99.7% | 7 | $323 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 6 | $259 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $77 |
| Ssa Swiss Advisors AG | 0.00% | Reduce -100.0% | 1 | $43 |
"% of holder's portfolio" is SHYG's weight in each manager's 13F, not the share of iShares 0-5 YR HY Corp. Bond the manager owns.