iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q3 2025 (September 30)543holders +9
62new positions
48sold out
2famous investors
$43.31avg. 13F price*
At the end of Q3 2025, 543 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 9 from Q2 2025. 62 opened new positions and 48 sold out. The largest holders were Royal Bank of Canada ($606.1M), Assetmark, Inc. ($478.6M) and Empower Advisory Group, LLC ($445.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $142.8M |
| Exits | 48 | $54.1M |
All 13F filers, Q2 2025 → Q3 2025: 17,594,662 shares bought and 7,529,554 shares sold, net +10,065,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 543 holders
| Royal Bank of Canada | 0.11% | Add +2.4% | 13,998,156 | $606.1M |
| Assetmark, Inc. | 1.03% | Add +6.3% | 11,053,437 | $478.6M |
| Empower Advisory Group, LLC | 1.24% | Add +6.2% | 10,290,517 | $445.6M |
| Bramshill Investments, LLC | 25.70% | Add +393.5% | 8,692,314 | $376.4M |
| Japan Science & Technology Agency | 3.43% | No change | 4,450,000 | $192.7M |
| BlackRock, Inc. | 0.00% | Reduce -29.3% | 4,273,017 | $185.0M |
| Morgan Stanley | 0.01% | Add +9.4% | 3,293,368 | $142.6M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -4.4% | 3,028,732 | $131.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -24.6% | 3,022,731 | $130.9M |
| LPL Financial LLC | 0.04% | Add +13.1% | 2,928,450 | $126.8M |
| Bank of America Corp. | 0.01% | Add +13.6% | 2,662,028 | $115.3M |
| Wealthfront Advisers LLC | 0.27% | Add +12.4% | 2,630,137 | $113.9M |
| Nepc LLC | 2.51% | No change | 2,200,963 | $95.3M |
| State of New Jersey Common Pension Fund D | 0.30% | Reduce -20.8% | 1,903,519 | $82.4M |
| Mercer Global Advisors Inc. | 0.13% | Add +0.9% | 1,817,298 | $78.7M |
| State of Tennessee, Department of Treasury | 0.23% | New | 1,597,400 | $69.2M |
| Nomura Asset Management Co. Ltd. | 0.18% | Add +10.7% | 1,585,000 | $68.6M |
| Arch Capital Group LTD. | 22.57% | No change | 1,531,250 | $66.3M |
| Wells Fargo & Company | 0.01% | Add +2.3% | 1,483,972 | $64.3M |
| RiverFront Investment Group, LLC | 0.99% | Add +6.9% | 1,300,896 | $56.2M |
| Ocean Park Asset Management, LLC | 2.21% | Reduce -23.9% | 1,238,300 | $53.6M |
| Osaic Holdings, Inc. | 0.07% | Add +3.6% | 1,216,837 | $52.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.0% | 1,147,861 | $49.7M |
| Mariner, LLC | 0.06% | Add +64.6% | 1,048,574 | $45.4M |
| Sound Income Strategies, LLC | 2.35% | Reduce -1.9% | 1,001,063 | $42.9M |
| Bank of New York Mellon Corp | 0.01% | Add +5.8% | 865,501 | $37.5M |
| Cetera Investment Advisers | 0.04% | Add +30.9% | 824,838 | $35.7M |
| Permanens Capital L.P. | 5.08% | Reduce -10.8% | 786,065 | $34.0M |
| UBS Group AG | 0.01% | Reduce -3.3% | 719,307 | $31.1M |
| Betterment LLC | 0.06% | Add +17.7% | 696,542 | $30.2M |
| Ninety One UK Ltd | 0.06% | Add +43.9% | 609,751 | $26.4M |
| Park Avenue Securities LLC | 0.19% | Add +14.0% | 553,486 | $24.0M |
| Creative Planning | 0.02% | Add +0.5% | 536,724 | $23.2M |
| Baker Avenue Asset Management, LP | 0.53% | Add +2.6% | 507,402 | $22.0M |
| HighTower Advisors, LLC | 0.02% | Add +7.0% | 498,080 | $21.6M |
| Financial Gravity Asset Management, Inc. | 4.19% | — | 490,412 | $21.2M |
| High Probability Advisors, LLC | 2.69% | Add +9.3% | 453,352 | $19.6M |
| Atwood & Palmer Inc. | 1.12% | Add +1.2% | 441,503 | $19.1M |
| Atria Investments, Inc | 0.22% | Add +681.6% | 439,508 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 432,109 | $18.7M |
| Stifel Financial Corp. | 0.02% | Add +11.1% | 426,330 | $18.5M |
| Scotia Capital Inc. | 0.08% | Add +2.2% | 415,591 | $18.0M |
| Matthew Goff Investment Advisor, LLC | 2.93% | Add +4.0% | 395,952 | $17.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -12.7% | 390,922 | $16.9M |
| Truist Financial Corp. | 0.02% | Reduce -3.8% | 388,908 | $16.8M |
| Loomis Sayles & Co. L P | 0.02% | New | 381,500 | $16.5M |
| Hilton Capital Management, LLC | 1.34% | Reduce -44.4% | 381,190 | $16.5M |
| American Century Companies Inc. | 0.01% | New | 378,415 | $16.4M |
| Belpointe Asset Management LLC | 0.62% | Add +13.0% | 377,750 | $16.4M |
| Trivium Point Advisory, LLC | 1.59% | Add +3.2% | 359,192 | $15.6M |
| MAI Capital Management | 0.10% | Reduce -1.1% | 352,561 | $15.3M |
| Advisors Capital Management, LLC | 0.19% | Reduce -60.1% | 349,136 | $15.1M |
| MML Investors Services, LLC | 0.04% | Add +5.5% | 337,570 | $14.6M |
| KilterHowling LLC | 7.92% | Add +3.0% | 328,334 | $14.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 327,427 | $14.2M |
| Cascade Wealth Advisors, Inc | 6.85% | Add +28.3% | 324,105 | $13.9M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Reduce -1.3% | 309,335 | $13.4M |
| Gibbs Wealth Management | 2.93% | Add +3.0% | 299,215 | $13.0M |
| Sweeney & Michel, LLC | 4.18% | Add +1.4% | 291,835 | $12.4M |
| Capstone Investment Advisors, LLC | 0.13% | Add +21.6% | 284,601 | $12.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +40.0% | 273,585 | $11.8M |
| Financial Sense Advisors, Inc. | 2.43% | Add +79.0% | 273,186 | $11.8M |
| Motley Fool Wealth Management, LLC | 0.80% | Reduce -52.8% | 272,906 | $11.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -11.1% | 266,563 | $11.5M |
| Foronjy Financial LLC | 4.98% | Add +10.8% | 262,664 | $11.4M |
| Clearstead Advisors, LLC | 0.16% | Reduce -1.2% | 257,830 | $11.2M |
| Legacy Financial Group LLC | 1.45% | Add +2.5% | 256,299 | $11.1M |
| Freestate Advisors LLC | 9.09% | Add +3.9% | 250,361 | $10.8M |
| Members Advisory Group LLC | 3.72% | Add +0.6% | 243,207 | $10.5M |
| Peak Financial Management, Inc. | 2.78% | Add +4.9% | 242,526 | $10.5M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -3.4% | 241,927 | $10.5M |
| Waterloo Capital, L.P. | 0.76% | Add +7.2% | 235,112 | $10.2M |
| Kitching Partners, LLC | 9.43% | Add +2.5% | 230,600 | $10.0M |
| Principal Securities, Inc. | 0.16% | Add +865.4% | 226,702 | $9.8M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +49.9% | 223,151 | $9.7M |
| Mgo One Seven LLC | 0.22% | Add +4.8% | 215,498 | $9.3M |
| Powers Advisory Group, LLC | 3.66% | Reduce -2.7% | 212,141 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.7% | 211,243 | $9.1M |
| Whitford Management LLC | 8.80% | No change | 202,000 | $8.7M |
| Curtis Advisory Group, LLC | 1.93% | Add +14.8% | 196,158 | $8.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +11.8% | 191,386 | $8.3M |
| Ssi Investment Management LLC | 3.10% | Add +0.9% | 189,540 | $8.2M |
| Friedenthal Financial | 4.23% | Add +119.8% | 189,198 | $8.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +36.3% | 185,169 | $8.0M |
| Blue Barn Wealth, LLC | 3.51% | Add +1.7% | 184,465 | $8.0M |
| Fairview Capital Investment Management, LLC | 0.39% | Reduce -4.0% | 178,027 | $7.7M |
| Avior Wealth Management, LLC | 0.24% | Add +41.1% | 173,851 | $7.5M |
| Ascent Group, LLC | 0.26% | Add +9.4% | 170,765 | $7.4M |
| Ritholtz Wealth Management | 0.14% | Add +62.2% | 165,452 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 158,532 | $6.9M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Add +13.6% | 153,700 | $6.7M |
| Towercrest Capital Management | 1.03% | Add +4.3% | 147,977 | $6.4M |
| BridgePort Financial Solutions, LLC | 1.69% | New | 145,144 | $6.3M |
| EFG Asset Management (Americas) Corp. | 1.08% | Add +10.0% | 144,973 | $6.3M |
| Portside Wealth Group, LLC | 0.84% | Add +53.3% | 140,508 | $6.1M |
| GC Wealth Management RIA, LLC | 0.20% | Add +237.0% | 137,534 | $6.0M |
| GeoWealth Management, LLC | 0.21% | Add +195.3% | 134,011 | $5.8M |
| Hudock, Inc. | 0.87% | Add +1.9% | 132,978 | $5.8M |
| NorthCoast Asset Management LLC | 0.02% | New | 131,250 | $5.7M |
| Merit Financial Group, LLC | 0.05% | Add +0.3% | 130,843 | $5.7M |
| Alexis Investment Partners, LLC | 0.48% | Add +82.1% | 128,813 | $5.6M |
| Arkadios Wealth Advisors | 0.13% | Add +12.8% | 126,806 | $5.5M |
| Sage Advisory Services, Ltd.Co. | 2.87% | Add +1.6% | 126,407 | $5.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.19% | Add +19.1% | 125,429 | $5.4M |
| CreativeOne Wealth, LLC | 0.13% | Add +8.6% | 125,067 | $5.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +7.7% | 121,056 | $5.2M |
| Courier Capital LLC | 0.30% | Add +2.2% | 120,873 | $5.2M |
| Integrity Alliance, Llc. | 0.24% | Add +8.1% | 119,103 | $5.2M |
| Redhawk Wealth Advisors, Inc. | 0.60% | Add +2.6% | 118,627 | $5.1M |
| Alliance Wealth Management Group | 1.12% | Add +4.7% | 116,219 | $5.0M |
| Madden Advisory Services, Inc. | 2.11% | Add +11.8% | 115,786 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.5% | 116,191 | $5.0M |
| Level Financial Advisors | 1.41% | Add +3.1% | 115,380 | $5.0M |
| Investment Partners, LTD. | 1.76% | Add +7.6% | 115,221 | $5.0M |
| Western Asset Management Company, LLC | 31.35% | Reduce -31.4% | 113,400 | $4.9M |
| Sigma Investment Counselors Inc. | 0.25% | Reduce -2.2% | 112,137 | $4.9M |
| Adell Harriman & Carpenter Inc. | 0.29% | Reduce -9.0% | 111,028 | $4.8M |
| Cwm, LLC | 0.01% | Add +18.8% | 109,336 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.1% | 108,374 | $4.7M |
| SageView Advisory Group, LLC | 0.16% | Reduce -1.1% | 106,829 | $4.6M |
| Planning Directions Inc. | 2.41% | Add +27.1% | 106,752 | $4.6M |
| Smith Salley Wealth Management | 0.23% | Add +6.0% | 104,523 | $4.5M |
| Factor Wealth Management LTD | 1.10% | Reduce -0.8% | 101,622 | $4.4M |
| City Holding Co. | 0.55% | Add +0.5% | 101,594 | $4.4M |
| Jmac Enterprises LLC | 0.85% | Add +5.9% | 99,327 | $4.3M |
| Old National Bancorp | 0.07% | Add +5.8% | 99,028 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +1.6% | 97,556 | $4.2M |
| Manske Wealth Management | 1.27% | Add +20.9% | 95,681 | $4.1M |
| One Capital Management, LLC | 0.13% | Add +2.6% | 95,202 | $4.1M |
| Central Pacific Bank - Trust Division | 0.52% | Add +2.8% | 95,021 | $4.1M |
| Retirement Financial Solutions, LLC | 1.28% | Reduce -63.3% | 94,392 | $4.1M |
| Owen LaRue, LLC | 1.58% | Add +1.1% | 92,463 | $4.0M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 91,549 | $4.0M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.91% | Add +165.7% | 89,000 | $3.8M |
| Norris Financial Group, LLC | 1.40% | Add +463.8% | 88,672 | $3.8M |
| David Kennon Inc | 1.38% | Reduce -3.4% | 88,533 | $3.8M |
| Archford Capital Strategies, LLC | 0.45% | New | 86,911 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +7.3% | 86,145 | $3.7M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Reduce -5.3% | 80,942 | $3.5M |
| Composition Wealth, LLC | 0.05% | Reduce -2.5% | 80,029 | $3.5M |
| Insigneo Advisory Services, LLC | 0.24% | Add +2.6% | 79,894 | $3.5M |
| Fulton Breakefield Broenniman LLC | 0.22% | Add +3.2% | 79,851 | $3.5M |
| Pension & Wealth Management Advisors, Inc. | 1.09% | Reduce -38.7% | 79,745 | $3.5M |
| American Wealth Advisors, LLC | 3.41% | — | 79,574 | $3.4M |
| Webster Bank, N. A. | 0.33% | Add +20.0% | 78,803 | $3.4M |
| Drucker Wealth 3.0, LLC | 0.58% | Add +194.7% | 75,577 | $3.3M |
| Independent Solutions Wealth Management, LLC | 0.58% | Add +21.4% | 75,192 | $3.3M |
| Allstate Corp. | 0.07% | Add +12.6% | 75,027 | $3.2M |
| Prosperity Consulting Group, LLC | 0.16% | Reduce -5.2% | 74,559 | $3.2M |
| Sigma Planning Corp | 0.09% | Add +9.0% | 73,237 | $3.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.8% | 73,009 | $3.2M |
| Flavin Financial Services, Inc. | 2.23% | New | 72,541 | $3.1M |
| HRT Financial LP | 0.01% | Add +1161.2% | 72,559 | $3.1M |
| Essex LLC | 0.57% | Reduce -12.1% | 72,409 | $3.1M |
| Center For Asset Management LLC | 1.65% | Add +26.4% | 71,511 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +9.1% | 71,481 | $3.1M |
| PFG Investments, LLC | 0.16% | Add +457.2% | 70,463 | $3.1M |
| Future Financial Wealth Managment LLC | 1.92% | Add +14.0% | 70,379 | $3.0M |
| Parcion Private Wealth LLC | 0.18% | New | 68,406 | $3.0M |
| Balefire, LLC | 0.58% | Add +6.9% | 67,088 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -21.4% | 66,643 | $2.9M |
| Thrive Capital Management, LLC | 0.72% | Reduce -0.8% | 64,614 | $2.8M |
| 1834 Investment Advisors Co. | 0.34% | Add +16.9% | 63,149 | $2.7M |
| Etesian Wealth Advisors, Inc. | 0.89% | Add +8.7% | 62,366 | $2.7M |
| Continuum Advisory, LLC | 0.28% | Add +14.9% | 60,201 | $2.6M |
| Guardian Asset Advisors, LLC | 1.39% | Reduce -4.8% | 59,489 | $2.6M |
| Cascade Financial Partners, LLC | 0.29% | Add +13.5% | 58,838 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +3.9% | 56,794 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -4.8% | 56,178 | $2.4M |
| Sovran Advisors, LLC | 0.21% | Add +17.8% | 56,193 | $2.4M |
| PFG Advisors | 0.10% | Add +59.2% | 55,337 | $2.4M |
| Whalen Wealth Management Inc. | 1.39% | Add +97.8% | 55,143 | $2.4M |
| Endowment Wealth Management, Inc. | 1.07% | Add +30.2% | 54,432 | $2.4M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -1.3% | 54,284 | $2.4M |
| Arete Wealth Advisors, LLC | 0.15% | Add +8.3% | 53,541 | $2.3M |
| Summit Wealth Partners, LLC | 0.41% | Reduce -23.0% | 52,860 | $2.3M |
| Investments & Financial Planning, LLC | 1.23% | Add +16.8% | 52,684 | $2.3M |
| Addison Capital Co | 0.67% | Add +30.0% | 52,655 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.5% | 52,126 | $2.3M |
| Perigon Wealth Management, LLC | 0.05% | Add +3.8% | 51,930 | $2.2M |
| Compound Planning, Inc. | 0.07% | Add +33.9% | 51,735 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.0% | 51,451 | $2.2M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -41.2% | 50,985 | $2.2M |
| S. R. Schill & Associates | 1.53% | Add +3.0% | 50,349 | $2.2M |
| Brand Asset Management Group, Inc. | 0.61% | New | 49,764 | $2.2M |
| Klaas Financial Asset Advisors, LLC | 0.32% | Reduce -1.0% | 49,022 | $2.1M |
| World Investment Advisors | 0.04% | Add +9.0% | 48,873 | $2.1M |
| HCR Wealth Advisors | 0.22% | Add +0.1% | 48,892 | $2.1M |
| Heritage Oak Wealth Advisors LLC | 0.78% | Reduce -1.0% | 48,401 | $2.1M |
| D L Carlson Investment Group Inc. | 0.35% | Add +21.4% | 48,316 | $2.1M |
| Rooted Wealth Advisors, Inc. | 0.63% | Add +7.3% | 48,096 | $2.1M |
| Pacer Advisors, Inc. | 0.01% | No change | 46,980 | $2.0M |
| Engineers Gate Manager LP | 0.02% | Add +17.4% | 46,646 | $2.0M |
| Hofer & Associates. Inc | 1.15% | Reduce -1.1% | 46,359 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Add +24.4% | 45,821 | $2.0M |
| Townsquare Capital LLC | 0.30% | Reduce -68.4% | 45,583 | $2.0M |
| Strategic Investment Advisors / MI | 0.18% | Reduce -75.4% | 11,224 | $2.0M |
| Crabel Capital Management, LLC | 1.74% | Reduce -26.4% | 44,948 | $1.9M |
| Laffer Tengler Investments, Inc. | 0.36% | Add +19.6% | 44,641 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +107.5% | 44,589 | $1.9M |
| Mount Lucas Management LP | 0.86% | Add +4.7% | 44,214 | $1.9M |
| Csenge Advisory Group | 0.09% | Reduce -36.3% | 43,917 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +6.5% | 43,742 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Reduce -0.1% | 42,900 | $1.9M |
| Naples Global Advisors, LLC | 0.14% | Add +0.8% | 42,448 | $1.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +18.7% | 42,394 | $1.8M |
| Blue Capital, Inc. | 1.34% | Add +2.1% | 41,617 | $1.8M |
| TFB Advisors LLC | 0.52% | Reduce -14.3% | 41,920 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Reduce -10.3% | 40,418 | $1.8M |
| Rosenberg Matthew Hamilton | 0.37% | Add +23.5% | 39,352 | $1.7M |
| AXS Investments LLC | 0.50% | Reduce -14.0% | 36,459 | $1.6M |
| Two Sigma Securities, LLC | 0.23% | New | 35,363 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +1.0% | 35,077 | $1.5M |
| ArborFi Advisors, LLC | 1.24% | Add +6.0% | 35,051 | $1.5M |
| Carr Financial Group Corp | 0.41% | Add +25.5% | 34,901 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +18.0% | 34,733 | $1.5M |
| Squire Investment Management Company, LLC | 0.49% | No change | 34,699 | $1.5M |
| TriaGen Wealth Management LLC | 0.38% | Reduce -1.0% | 33,791 | $1.5M |
| Richardson Financial Services Inc. | 0.90% | Add +2.2% | 33,593 | $1.5M |
| Western Financial Corp | 0.63% | Reduce -1.8% | 33,416 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +1.5% | 33,385 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Add +4.3% | 33,202 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.26% | Add +0.5% | 33,152 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +15.8% | 32,414 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +3.5% | 32,353 | $1.4M |
| Twelve Points Wealth Management LLC | 0.35% | Add +115.5% | 32,212 | $1.4M |
| Norden Group LLC | 0.14% | Add +19.6% | 32,198 | $1.4M |
| Impact Partnership Wealth, LLC | 0.20% | Add +117.5% | 31,365 | $1.4M |
| Tidal Investments LLC | 0.01% | Reduce -56.3% | 31,402 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -9.9% | 31,592 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -24.8% | 30,918 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +100.0% | 30,663 | $1.3M |
| Bakala Capital LLC | 7.14% | Add +5.8% | 30,528 | $1.3M |
| Heritage Family Offices, LLP | 0.61% | Add +15.5% | 30,178 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +42.4% | 29,425 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Add +16.9% | 28,868 | $1.3M |
| Penobscot Wealth Management | 0.40% | Add +18.4% | 28,865 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.16% | Add +1.1% | 28,645 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.29% | Add +98.4% | 28,636 | $1.2M |
| Resurgent Financial Advisors LLC | 0.61% | Add +17.7% | 28,615 | $1.2M |
| Millennium Management | 0.00% | Add +17.4% | 28,590 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.8% | 28,433 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -53.1% | 28,202 | $1.2M |
| NorthStar Asset Management LLC | 0.58% | Add +31.6% | 28,146 | $1.2M |
| JFS Wealth Advisors, LLC | 0.07% | Add +15.7% | 27,939 | $1.2M |
| Diversify Wealth Management, LLC | 0.07% | Reduce -21.9% | 28,186 | $1.2M |
| LifeGoal Investments, LLC | 1.00% | Add +158.2% | 27,669 | $1.2M |
| 21 West Wealth Management LLC | 1.13% | Add +0.8% | 27,504 | $1.2M |
| IFP Advisors, Inc | 0.03% | Add +25.2% | 27,482 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +87.6% | 26,400 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -50.8% | 26,174 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +32.3% | 26,124 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | New | 25,921 | $1.1M |
| First Hawaiian Bank | 0.14% | Add +5.4% | 25,381 | $1.1M |
| Comerica Bank | 0.00% | Add +4.6% | 25,363 | $1.1M |
| Virtue Capital Management, LLC | 0.17% | Reduce -90.3% | 7,491 | $1.1M |
| Summit Financial, LLC | 0.02% | Add +62.2% | 25,227 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +10.0% | 25,023 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +28.8% | 24,851 | $1.1M |
| Alterna Wealth Management, Inc. | 0.87% | Reduce -26.6% | 24,390 | $1.1M |
| Pinion Investment Advisors, LLC | 0.29% | Reduce -8.3% | 24,402 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +666.9% | 23,665 | $1.0M |
| Alliancebernstein L.P. | 0.00% | New | 23,627 | $1.0M |
| Guidance Point Advisors, LLC | 0.25% | Add +6.4% | 23,107 | $1.0M |
| NDWM LLC | 0.68% | Add +17.4% | 23,103 | $1.0M |
| Everstar Asset Management, LLC | 0.57% | Reduce -2.6% | 23,060 | $998K |
| Advisor OS, LLC | 0.08% | Add +10.2% | 21,355 | $925K |
| Obsido Oy | 0.61% | Reduce -5.4% | 21,242 | $920K |
| Blankinship & Foster, LLC | 0.20% | Reduce -8.9% | 21,208 | $918K |
| Ieq Capital, LLC | 0.00% | Add +18.2% | 21,078 | $913K |
| HBK Sorce Advisory LLC | 0.02% | No change | 21,060 | $906K |
| WESPAC Advisors, LLC | 0.53% | Add +27.3% | 20,813 | $901K |
| Mutual Advisors, LLC | 0.02% | Reduce -4.7% | 20,797 | $896K |
| Darden Wealth Group Inc | 0.47% | Reduce -1.5% | 20,513 | $888K |
| Claro Advisors Inc. | 0.13% | New | 20,476 | $887K |
| Journey Strategic Wealth LLC | 0.02% | New | 19,230 | $833K |
| Zuckerman Investment Group, LLC | 0.08% | Add +2.4% | 19,157 | $830K |
| Montecito Bank & Trust | 0.13% | — | 19,102 | $827K |
| Seaview Investment Managers LLC | 0.31% | Reduce -9.2% | 19,089 | $827K |
| Round Rock Advisors LLC | 0.13% | Reduce -0.1% | 19,058 | $825K |
| Portfolio Strategies, Inc. | 0.10% | New | 18,995 | $822K |
| Corient Private Wealth LP | 0.00% | Add +0.6% | 18,978 | $822K |
| Kraematon Investment Advisors, Inc. | 0.70% | Reduce -0.4% | 18,821 | $815K |
| MMBG Investment Advisors Co. | 0.07% | Add +4.2% | 18,586 | $805K |
| Regions Financial Corp. | 0.01% | Reduce -12.4% | 18,520 | $802K |
| First National Trust Co | 0.03% | Add +14.6% | 18,160 | $786K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.0% | 18,084 | $783K |
| Idaho Trust Co | 0.26% | Reduce -44.1% | 17,806 | $771K |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.6% | 17,748 | $768K |
| Diversified Portfolios, Inc. | 0.07% | Reduce -5.0% | 17,270 | $748K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 17,000 | $736K |
| Destiny Capital Corp | 0.39% | Add +0.3% | 16,732 | $725K |
| Tudor Financial Inc. | 0.38% | Add +30.6% | 16,529 | $716K |
| Mendel Capital Management LLC | 0.37% | Add +7.5% | 16,428 | $711K |
| Portus Wealth Advisors, LLC | 0.71% | — | 16,373 | $709K |
| Courage Miller Partners, LLC | 0.21% | Add +26.5% | 16,074 | $696K |
| McNamara Financial Services, Inc. | 0.13% | Add +3.0% | 15,799 | $684K |
| Financial Network Wealth Advisors LLC | 0.74% | Add +40.7% | 15,569 | $674K |
| &partners | 0.00% | Reduce -21.6% | 15,512 | $672K |
| AlphaCore Capital LLC | 0.02% | Add +6.2% | 15,449 | $669K |
| BayBridge Capital Group, LLC | 0.42% | Add +3.0% | 15,209 | $659K |
| Aptus Capital Advisors, LLC | 0.01% | Add +5.1% | 15,060 | $652K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 14,800 | $641K |
| StoneX Group Inc. | 0.03% | Add +25.2% | 14,782 | $640K |
| Cadent Capital Advisors, LLC | 0.17% | Add +109.4% | 14,577 | $631K |
| Financial Management Network Inc. | 0.10% | Add +12.6% | 14,628 | $630K |
| Global Retirement Partners, LLC | 0.01% | Add +27.6% | 14,464 | $626K |
| Sowell Financial Services LLC | 0.02% | Add +2.4% | 14,383 | $623K |
| Root Financial Partners, LLC | 0.04% | Add +2.9% | 14,121 | $611K |
| Hilltop Holdings Inc. | 0.03% | Add +1.2% | 13,895 | $602K |
| Vise Technologies, Inc. | 0.02% | New | 13,874 | $601K |
| City Center Advisors, LLC | 0.57% | Add +17.0% | 13,578 | $588K |
| Uptick Partners, LLC | 0.15% | Reduce -8.4% | 13,568 | $587K |
| Saiph Capital, LLC | 0.21% | New | 13,447 | $582K |
| Nwam LLC | 0.03% | Add +0.0% | 13,420 | $578K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 13,338 | $578K |
| Sheets Smith Wealth Management | 0.06% | Reduce -2.4% | 13,143 | $569K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +15.6% | 12,907 | $559K |
| Disciplined Investments, LLC | 0.22% | No change | 12,866 | $557K |
| IPG Investment Advisors LLC | 0.10% | No change | 12,834 | $556K |
| Advyzon Investment Management, LLC | 0.10% | Reduce -15.0% | 12,812 | $555K |
| HSBC Holdings PLC | 0.00% | Reduce -66.3% | 12,521 | $542K |
| Rehmann Capital Advisory Group | 0.03% | Add +36.1% | 12,409 | $537K |
| Lanark Financial, Inc. | 0.04% | Reduce -37.3% | 12,332 | $534K |
| Curi Capital, LLC | 0.01% | Add +0.0% | 12,200 | $528K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -66.1% | 12,110 | $524K |
| Wedbush Securities Inc. | 0.02% | Reduce -19.2% | 12,004 | $520K |
| Oppenheimer & Co. Inc. | 0.01% | New | 11,638 | $504K |
| Yeomans Consulting Group, Inc. | 0.17% | Add +11.5% | 11,643 | $502K |
| Ameriflex Group, Inc. | 0.19% | Add +459.8% | 11,527 | $499K |
| Integrity Wealth Advisors, Inc. | 0.18% | Add +61.6% | 11,412 | $493K |
| Portland Financial Advisors Inc | 1.05% | Add +0.5% | 11,377 | $493K |
| Commonwealth Financial Services, LLC | 0.08% | Add +34.2% | 11,332 | $491K |
| GK Wealth Management LLC | 0.36% | Add +14.2% | 11,176 | $484K |
| Harbour Investments, Inc. | 0.01% | Add +4.0% | 11,052 | $479K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -5.3% | 11,034 | $478K |
| Blalock Williams, LLC | 0.42% | Reduce -0.1% | 11,031 | $478K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +48.4% | 10,997 | $476K |
| Mach-1 Financial Group, LLC | 0.08% | New | 10,977 | $475K |
| Integrity Advisory Solutions, LLC | 0.08% | — | 10,977 | $475K |
| Private Trust Co. NA | 0.04% | Reduce -0.3% | 10,765 | $466K |
| Copia Wealth Management | 0.34% | Add +62.4% | 10,672 | $462K |
| Savvy Advisors, Inc. | 0.02% | Add +86.5% | 10,632 | $460K |
| Stewardship Advisors, LLC | 0.11% | Add +5.6% | 10,627 | $460K |
| NFSG Corp | 0.07% | Add +94.6% | 10,549 | $457K |
| Channel Wealth LLC | 0.12% | Reduce -6.2% | 10,331 | $447K |
| Beirne Wealth Consulting Services, LLC | 0.11% | Reduce -0.0% | 10,230 | $443K |
| Two West Capital Advisors LLC | 0.27% | Reduce -0.9% | 10,254 | $443K |
| D.A. Davidson & Co. | 0.00% | No change | 10,216 | $442K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 10,185 | $441K |
| Global Endowment Management, LP | 0.06% | Add +5.3% | 10,150 | $439K |
| Creative Financial Designs Inc. | 0.03% | Reduce -26.2% | 10,123 | $438K |
| TPG Financial Advisors, LLC | 0.16% | No change | 9,960 | $431K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -12.4% | 9,920 | $430K |
| TigerOak Management, L.L.C. | 0.13% | Add +92.5% | 9,876 | $428K |
| SouthState Bank Corp | 0.02% | Add +21.7% | 9,830 | $426K |
| Hunter Associates Investment Management LLC | 0.06% | Reduce -0.4% | 9,717 | $421K |
| Smith Chas P & Associates Pa Cpas | 0.04% | New | 9,713 | $421K |
| Mission Wealth Management, LP | 0.01% | Reduce -46.7% | 9,640 | $417K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 9,441 | $409K |
| CKW Financial Group | 0.04% | Add +7.4% | 9,469 | $408K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.8% | 9,182 | $398K |
| Global Value Investment Corp. | 0.64% | Reduce -18.6% | 9,069 | $393K |
| Redwood Financial Network Corp | 0.25% | No change | 9,009 | $390K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +15.9% | 8,998 | $390K |
| Comprehensive Money Management Services LLC | 0.28% | No change | 8,990 | $389K |
| Diversified Enterprises, LLC | 0.03% | Reduce -0.5% | 8,737 | $378K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -0.8% | 8,737 | $378K |
| Sierra Capital LLC | 0.04% | No change | 8,679 | $376K |
| Boreal Capital Management LLC | 0.35% | Add +241.3% | 8,532 | $369K |
| Luminist Capital LLC | 0.32% | New | 8,499 | $368K |
| Global View Capital Management LLC | 0.08% | Add +64.3% | 8,472 | $367K |
| Stokes Family Office, LLC | 0.03% | Reduce -0.0% | 8,470 | $367K |
| Strategic Blueprint, LLC | 0.02% | Add +9.3% | 8,423 | $365K |
| McAdam, LLC | 0.02% | Add +14.6% | 8,415 | $364K |
| First Foundation Advisors | 0.01% | Reduce -62.2% | 8,409 | $364K |
| Howard Wealth Management, LLC | 0.17% | Add +19.0% | 8,388 | $363K |
| MRA Advisory Group | 0.16% | Reduce -6.7% | 8,365 | $362K |
| Omega Financial Group, LLC | 0.12% | Add +0.8% | 8,325 | $360K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -40.7% | 8,313 | $360K |
| TBH Global Asset Management, LLC | 0.07% | New | 8,243 | $357K |
| Debussy Capital Management LP | 0.05% | Reduce -14.9% | 8,219 | $356K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -19.7% | 8,054 | $349K |
| Insight Wealth Partners, LLC | 0.15% | Add +33.0% | 8,045 | $348K |
| Captrust Financial Advisors | 0.00% | Add +4.8% | 7,814 | $338K |
| Parallel Advisors, LLC | 0.01% | Add +71.4% | 7,764 | $336K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +1.7% | 7,752 | $336K |
| Fifth Third Bancorp | 0.00% | Add +7.9% | 7,643 | $331K |
| Lansing Street Advisors | 0.09% | New | 7,632 | $330K |
| Maridea Wealth Management LLC | 0.05% | New | 7,600 | $327K |
| Integrated Capital Management, LLC | 0.14% | Reduce -1.4% | 7,491 | $324K |
| BNP Paribas Financial Markets | 0.00% | Add +10.4% | 7,431 | $322K |
| City National Bank of Florida | 0.21% | No change | 7,337 | $318K |
| Simplicity Wealth,LLC | 0.02% | No change | 7,337 | $318K |
| Wallace Advisory Group, LLC | 0.25% | Add +5.3% | 7,271 | $314K |
| Lockerman Financial Group, Inc. | 0.39% | Reduce -0.0% | 7,159 | $310K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -12.1% | 7,158 | $310K |
| GTS Securities LLC | 0.01% | New | 7,135 | $309K |
| Liberty Capital Management, Inc. | 0.06% | New | 6,965 | $302K |
| Savant Capital, LLC | 0.00% | Reduce -17.6% | 6,786 | $294K |
| ERn Financial, LLC | 0.06% | Add +0.7% | 6,661 | $288K |
| Steinberganna Wealth Management | 0.13% | — | 6,575 | $285K |
| Saxony Capital Management, LLC | 0.19% | Add +1.1% | 6,548 | $284K |
| Moors & Cabot, Inc. | 0.01% | Add +1.3% | 6,372 | $276K |
| MJP Associates Inc. | 0.04% | Add +21.1% | 6,319 | $274K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,299 | $273K |
| Columbia Bank | 0.07% | New | 6,238 | $268K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -10.3% | 6,109 | $265K |
| One Wealth Capital Management, LLC | 0.12% | New | 6,029 | $261K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -5.0% | 6,022 | $261K |
| North Star Investment Management Corp. | 0.02% | Add +10.1% | 6,021 | $261K |
| CIBC Private Wealth Group LLC | 0.00% | Add +70.5% | 5,974 | $259K |
| Bright Futures Wealth Management, LLC. | 0.20% | — | 5,963 | $258K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,900 | $255K |
| Rossby Financial, LCC | 0.08% | Reduce -7.2% | 5,923 | $255K |
| PKS Advisory Services, LLC | 0.06% | New | 5,883 | $255K |
| Fiduciary Trust Co | 0.00% | No change | 5,865 | $254K |
| Timber Creek Capital Management LLC | 0.06% | Reduce -90.6% | 5,846 | $253K |
| Waverly Advisors, LLC | 0.00% | Reduce -10.9% | 5,811 | $252K |
| Brighton Jones LLC | 0.01% | New | 5,759 | $249K |
| Shepherd Financial Partners LLC | 0.02% | Add +1.1% | 5,718 | $248K |
| Signal Advisors Wealth, LLC | 0.02% | Add +2.9% | 5,695 | $247K |
| Kathleen S. Wright Associates Inc. | 0.09% | Add +5.5% | 5,616 | $243K |
| Private Client Services, LLC | 0.08% | New | 5,550 | $240K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -4.5% | 5,525 | $239K |
| Independent Financial Group, LLC | 0.01% | New | 5,501 | $238K |
| Blue Trust, Inc. | 0.00% | Reduce -2.4% | 5,482 | $237K |
| S.E.E.D. Planning Group LLC | 0.07% | New | 5,388 | $233K |
| FOCUS Wealth Advisors, LLC | 0.11% | No change | 5,372 | $233K |
| Eagle Global Advisors LLC | 0.01% | Add +3.9% | 5,358 | $232K |
| Brown Advisory Inc. | 0.00% | No change | 5,330 | $231K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +27.8% | 5,281 | $229K |
| SteelPeak Wealth, LLC | 0.01% | New | 5,278 | $229K |
| Optivise Advisory Services LLC | 0.14% | Add +0.4% | 5,253 | $227K |
| Brookstone Capital Management | 0.00% | Reduce -73.5% | 5,198 | $225K |
| Objective Capital Management, LLC | 0.23% | Add +1.7% | 5,145 | $223K |
| Americana Partners, LLC | 0.01% | Reduce -25.5% | 5,063 | $219K |
| Procyon Advisors, LLC | 0.01% | Reduce -3.1% | 5,028 | $218K |
| Chapin Davis, Inc. | 0.05% | New | 4,994 | $216K |
| Forza Wealth Management, LLC | 0.08% | New | 4,975 | $215K |
| Accurate Wealth Management, LLC | 0.03% | New | 5,020 | $215K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -2.9% | 4,947 | $214K |
| Princeton Global Asset Management LLC | 0.04% | No change | 4,915 | $213K |
| BBR Partners, LLC | 0.01% | New | 4,903 | $212K |
| Latitude Advisors, LLC | 0.10% | New | 4,882 | $211K |
| United Advisor Group, LLC | 0.03% | New | 4,878 | $211K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +3.8% | 4,862 | $211K |
| Ssa Swiss Advisors AG | 0.10% | Add +485700.0% | 4,858 | $210K |
| Broadway Wealth Solutions, Inc. | 0.12% | Reduce -8.7% | 4,856 | $210K |
| Liberty Wealth Management LLC | 0.03% | New | 4,845 | $210K |
| Colonial Trust Co / SC | 0.03% | Reduce -17.2% | 4,820 | $209K |
| Beaumont Asset Management, L.L.C. | 0.10% | New | 4,789 | $207K |
| Cahill Financial Advisors Inc. | 0.02% | New | 4,682 | $203K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -32.5% | 4,677 | $203K |
| Novare Capital Management LLC | 0.02% | New | 4,655 | $202K |
| Delta Wealth Advisors LLC | 0.16% | New | 4,649 | $201K |
| Conquis Financial LLC | 0.18% | Reduce -3.1% | 4,376 | $189K |
| FMR LLC | 0.00% | Add +85.0% | 3,906 | $169K |
| Blair William & Co. | 0.00% | Reduce -45.5% | 3,591 | $155K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -1.2% | 3,034 | $131K |
| Bessemer Group Inc. | 0.00% | New | 3,014 | $131K |
| Winnacle Wealth LLC | 0.10% | New | 2,882 | $127K |
| Larson Financial Group LLC | 0.00% | Reduce -9.0% | 2,856 | $124K |
| GoalVest Advisory LLC | 0.02% | No change | 2,618 | $113K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.6% | 2,594 | $112K |
| Coastline Trust Co | 0.01% | No change | 2,560 | $111K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,506 | $109K |
| Whittier Trust Co. | 0.00% | No change | 2,513 | $108K |
| Westend Capital Management, LLC | 0.03% | No change | 2,427 | $105K |
| Twin City Private Wealth, LLC | 0.08% | Reduce -13.3% | 2,414 | $105K |
| EPG Wealth Management LLC | 0.03% | No change | 2,346 | $102K |
| FWL Investment Management, LLC | 0.03% | Add +5.0% | 2,264 | $98K |
| Richardson Capital Management LLC | 0.05% | Reduce -0.0% | 2,243 | $97K |
| Realta Investment Advisors | 0.03% | Add +30.4% | 2,145 | $93K |
| Wells Financial Advisors INC | 0.12% | No change | 2,135 | $92K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -0.1% | 2,103 | $91K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -95.0% | 2,080 | $90K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,004 | $87K |
| Colonial Trust Advisors | 0.01% | Reduce -15.4% | 1,735 | $75K |
| AdvisorNet Financial, Inc | 0.00% | Add +9.2% | 1,655 | $72K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 1,597 | $69K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +81.0% | 1,301 | $56K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,151 | $50K |
| WFA of San Diego, LLC | 0.03% | Reduce -0.9% | 1,081 | $47K |
| Spire Wealth Management | 0.00% | Reduce -0.2% | 1,078 | $47K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 1,040 | $45K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 971 | $42K |
| Pacifica Partners Inc. | 0.01% | No change | 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% | 792 | $34K |
| WealthShield Partners, LLC | 0.00% | Add +1.2% | 756 | $33K |
| NBT Bank, N.A. | 0.00% | Reduce -93.1% | 43 | $27K |
| Golden State Wealth Management, LLC | 0.00% | Add +11.6% | 586 | $25K |
| Hurley Capital, LLC | 0.01% | No change | 556 | $24K |
| Founders Financial Alliance, LLC | 0.00% | Add +45.0% | 528 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 483 | $21K |
| Investors Research Corp | 0.00% | No change | 455 | $20K |
| Smartleaf Asset Management LLC | 0.00% | New | 432 | $19K |
| TD Private Client Wealth LLC | 0.00% | Reduce -58.5% | 430 | $19K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 420 | $18K |
| Thompson Investment Management, Inc. | 0.00% | New | 414 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 397 | $17K |
| Parkside Financial Bank & Trust | 0.00% | New | 375 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 375 | $16K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 365 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 351 | $15K |
| Abich Financial Wealth Management LLC | 0.01% | — | 331 | $14K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +5366.7% | 328 | $14K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 291 | $13K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -97.5% | 274 | $12K |
| Aspect Partners, LLC | 0.01% | No change | 259 | $11K |
| Park Square Financial Group, LLC | 0.05% | Reduce -79.1% | 253 | $11K |
| Scarborough Advisors, LLC | 0.00% | Add +1.6% | 252 | $11K |
| Kings Path Partners LLC | 0.00% | New | 230 | $10K |
| Rothschild Investment LLC | 0.00% | Add +1.1% | 193 | $8K |
| Allworth Financial LP | 0.00% | No change | 190 | $8K |
| Key Financial Inc | 0.00% | No change | 190 | $8K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -5.3% | 160 | $7K |
| Syntax Research, Inc. | 0.00% | No change | 122 | $5K |
| Front Row Advisors LLC | 0.00% | Reduce -33.3% | 120 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 112 | $5K |
| US Bancorp \de | 0.00% | Reduce -8.6% | 106 | $5K |
| First PREMIER Bank | 0.00% | No change | 93 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 90 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 77 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 75 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 64 | $3K |
| Crewe Advisors LLC | 0.00% | Reduce -17.1% | 58 | $3K |
| Franklin Resources Inc. | 0.00% | Add +4.3% | 49 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 36 | $2K |
| Citigroup Inc. | 0.00% | Add +6.5% | 33 | $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 | $996 |
| Aventura Private Wealth, LLC | 0.00% | No change | 20 | $866 |
| FSA Wealth Management LLC | 0.00% | No change | 17 | $754 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -85.7% | 15 | $650 |
| Eastern Bank | 0.00% | No change | 13 | $563 |
| Bogart Wealth, LLC | 0.00% | Reduce -92.5% | 10 | $433 |
| Maseco LLP | 0.00% | New | 10 | $433 |
| Dogwood Wealth Management LLC | 0.00% | No change | 9 | $390 |
| Guerra Advisors Inc | 0.00% | New | 4 | $173 |
"% 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.