iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q4 2025 (December 31)583holders +40
53new positions
43sold out
2famous investors
$42.86avg. 13F price*
At the end of Q4 2025, 583 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 40 from Q3 2025. 53 opened new positions and 43 sold out. The largest holders were Royal Bank of Canada ($612.1M), Morgan Stanley ($547.9M) and Bramshill Investments, LLC ($513.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $85.1M |
| Exits | 43 | $119.5M |
All 13F filers, Q3 2025 → Q4 2025: 21,559,769 shares bought and 9,815,746 shares sold, net +11,744,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 583 holders
| Royal Bank of Canada | 0.11% | Add +2.0% | 14,276,885 | $612.1M |
| Morgan Stanley | 0.03% | Add +288.0% | 12,779,590 | $547.9M |
| Bramshill Investments, LLC | 29.04% | Add +37.8% | 11,981,466 | $513.6M |
| Assetmark, Inc. | 1.03% | Add +6.1% | 11,725,197 | $502.7M |
| Empower Advisory Group, LLC | 1.29% | Add +8.3% | 11,141,123 | $477.6M |
| Japan Science & Technology Agency | 3.50% | No change | 4,450,000 | $190.8M |
| BlackRock, Inc. | 0.00% | Reduce -10.7% | 3,817,286 | $163.6M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -2.5% | 2,951,728 | $126.5M |
| LPL Financial LLC | 0.03% | Reduce -3.0% | 2,841,485 | $121.8M |
| Wealthfront Advisers LLC | 0.27% | Add +7.0% | 2,813,101 | $120.6M |
| Nepc LLC | 2.40% | Add +19.6% | 2,632,283 | $112.8M |
| Bank of America Corp. | 0.01% | Reduce -9.0% | 2,422,351 | $103.8M |
| Mercer Global Advisors Inc. | 0.13% | Add +6.3% | 1,930,920 | $82.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -44.1% | 1,689,788 | $72.4M |
| Arch Capital Group LTD. | 22.46% | No change | 1,531,250 | $65.6M |
| Nomura Asset Management Co. Ltd. | 0.17% | Reduce -3.5% | 1,528,850 | $65.5M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 1,505,269 | $64.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | New | 1,077,221 | $46.2M |
| Mariner, LLC | 0.06% | Add +2.7% | 1,077,058 | $46.2M |
| Sound Income Strategies, LLC | 2.11% | Add +3.5% | 1,035,730 | $44.6M |
| Ocean Park Asset Management, LLC | 2.03% | Reduce -18.5% | 1,008,700 | $43.2M |
| State of New Jersey Common Pension Fund D | 0.15% | Reduce -47.5% | 1,000,360 | $42.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 877,177 | $37.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +121.4% | 865,592 | $37.1M |
| Cetera Investment Advisers | 0.04% | Add +4.7% | 863,563 | $37.0M |
| Permanens Capital L.P. | 4.74% | Add +7.8% | 847,010 | $36.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -26.7% | 841,451 | $36.1M |
| Betterment LLC | 0.07% | Add +18.8% | 827,737 | $35.5M |
| UBS Group AG | 0.01% | Reduce -1.3% | 710,154 | $30.4M |
| SHP Wealth Management | 2.08% | — | 624,049 | $26.8M |
| Ninety One UK Ltd | 0.05% | Reduce -5.3% | 577,751 | $24.8M |
| Park Avenue Securities LLC | 0.20% | Reduce -1.5% | 545,412 | $23.4M |
| American Century Companies Inc. | 0.01% | Add +43.8% | 544,315 | $23.3M |
| Baker Avenue Asset Management, LP | 0.53% | Add +4.9% | 532,453 | $22.8M |
| Financial Gravity Asset Management, Inc. | 4.35% | Add +7.4% | 526,684 | $22.6M |
| Creative Planning | 0.02% | Reduce -2.5% | 523,458 | $22.4M |
| Scotia Capital Inc. | 0.09% | Add +25.7% | 522,377 | $22.4M |
| HighTower Advisors, LLC | 0.02% | Add +4.2% | 518,964 | $22.2M |
| High Probability Advisors, LLC | 2.71% | Add +4.6% | 474,358 | $20.3M |
| Loomis Sayles & Co. L P | 0.02% | Add +22.1% | 466,000 | $20.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -62.1% | 461,718 | $19.8M |
| Atria Investments, Inc | 0.22% | Add +4.4% | 458,820 | $19.7M |
| MML Investors Services, LLC | 0.05% | Add +35.0% | 455,534 | $19.5M |
| Atwood & Palmer Inc. | 1.10% | Add +1.9% | 449,928 | $19.3M |
| Matthew Goff Investment Advisor, LLC | 3.38% | Add +12.4% | 445,011 | $19.1M |
| Legacy Financial Group LLC | 2.20% | Add +62.7% | 417,113 | $17.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.5% | 408,164 | $17.5M |
| Stifel Financial Corp. | 0.02% | Reduce -5.0% | 404,984 | $17.4M |
| Hilton Capital Management, LLC | 1.26% | Add +2.7% | 391,504 | $16.8M |
| Advisors Capital Management, LLC | 0.19% | Add +7.8% | 376,430 | $16.1M |
| MAI Capital Management | 0.09% | Add +3.4% | 364,620 | $15.6M |
| Trivium Point Advisory, LLC | 1.54% | Reduce -0.6% | 356,940 | $15.3M |
| Cascade Wealth Advisors, Inc | 6.89% | Add +7.0% | 346,688 | $14.9M |
| Capstone Investment Advisors, LLC | 0.15% | Add +18.9% | 338,501 | $14.5M |
| Truist Financial Corp. | 0.02% | Reduce -13.2% | 337,490 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 332,936 | $14.3M |
| Sweeney & Michel, LLC | 4.07% | Add +10.2% | 321,649 | $13.8M |
| Belpointe Asset Management LLC | 0.49% | Reduce -16.1% | 316,801 | $13.6M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -1.4% | 305,003 | $13.1M |
| Mgo One Seven LLC | 0.25% | Add +33.8% | 288,312 | $12.4M |
| Gibbs Wealth Management | 2.93% | Reduce -5.9% | 281,611 | $12.1M |
| Foronjy Financial LLC | 5.00% | Add +6.4% | 279,463 | $12.0M |
| Financial Sense Advisors, Inc. | 2.48% | Add +0.1% | 273,563 | $11.7M |
| Waterloo Capital, L.P. | 0.82% | Add +12.0% | 263,331 | $11.3M |
| Old Mission Capital LLC | 0.43% | New | 262,076 | $11.2M |
| KilterHowling LLC | 5.68% | Reduce -20.4% | 261,395 | $11.2M |
| Freestate Advisors LLC | 9.09% | Add +4.2% | 260,969 | $11.2M |
| Clearstead Advisors, LLC | 0.14% | Reduce -0.2% | 257,425 | $11.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -5.8% | 251,221 | $10.8M |
| Peak Financial Management, Inc. | 2.74% | Add +2.3% | 248,190 | $10.6M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +8.5% | 242,120 | $10.4M |
| Kitching Partners, LLC | 9.47% | Add +4.8% | 241,648 | $10.4M |
| Motley Fool Wealth Management, LLC | 0.80% | Reduce -12.3% | 239,285 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -12.5% | 239,284 | $10.3M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -4.0% | 232,297 | $10.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +17.3% | 224,423 | $9.6M |
| Powers Advisory Group, LLC | 3.53% | Add +3.0% | 218,567 | $9.4M |
| Principal Securities, Inc. | 0.14% | Reduce -5.0% | 215,294 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +79.8% | 208,868 | $9.0M |
| Whitford Management LLC | 8.81% | No change | 202,000 | $8.7M |
| Curtis Advisory Group, LLC | 1.81% | Add +2.4% | 200,856 | $8.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.8% | 193,805 | $8.3M |
| Ascent Group, LLC | 0.27% | Add +9.1% | 186,242 | $8.0M |
| Cerity Partners LLC | 0.01% | New | 179,120 | $7.7M |
| Ritholtz Wealth Management | 0.14% | Add +7.0% | 177,004 | $7.6M |
| Avior Wealth Management, LLC | 0.23% | Add +0.9% | 175,501 | $7.5M |
| GeoWealth Management, LLC | 0.27% | Add +25.3% | 167,895 | $7.2M |
| GC Wealth Management RIA, LLC | 0.26% | Add +22.1% | 167,889 | $7.2M |
| Portside Wealth Group, LLC | 0.96% | Add +17.3% | 164,818 | $7.1M |
| Fairview Capital Investment Management, LLC | 0.36% | Reduce -7.6% | 164,472 | $7.1M |
| Towercrest Capital Management | 1.11% | Add +10.5% | 163,518 | $7.0M |
| BridgePort Financial Solutions, LLC | 1.88% | Add +12.2% | 162,840 | $7.0M |
| Livet Wealth, LLC | 4.10% | — | 155,269 | $6.7M |
| Cascade Financial Partners, LLC | 0.67% | Add +163.2% | 154,878 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +517.4% | 153,439 | $6.6M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -1.3% | 151,660 | $6.5M |
| Focus Partners Wealth | 0.01% | Add +388.2% | 149,709 | $6.4M |
| EFG International AG | 0.12% | — | 149,453 | $6.4M |
| Alexis Investment Partners, LLC | 2.36% | Add +14.8% | 147,810 | $6.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.22% | Add +17.7% | 147,645 | $6.3M |
| Redhawk Wealth Advisors, Inc. | 0.70% | Add +22.5% | 145,361 | $6.2M |
| Ameritas Advisory Services, LLC | 0.23% | Add +8986.6% | 145,113 | $6.2M |
| Arkadios Wealth Advisors | 0.12% | Add +11.2% | 141,052 | $6.0M |
| RiverFront Investment Group, LLC | 0.10% | Reduce -89.2% | 140,676 | $6.0M |
| Hudock, Inc. | 0.85% | Add +1.5% | 134,971 | $5.8M |
| Merit Financial Group, LLC | 0.05% | Add +1.6% | 132,927 | $5.7M |
| Gallagher Fiduciary Advisors, LLC | 0.18% | Add +62.9% | 131,855 | $5.7M |
| Twelve Points Wealth Management LLC | 1.26% | Add +304.8% | 130,400 | $5.6M |
| Alliance Wealth Management Group | 1.22% | Add +11.9% | 130,015 | $5.6M |
| Planning Directions Inc. | 2.79% | Add +21.1% | 129,248 | $5.5M |
| Courier Capital LLC | 0.30% | Add +4.3% | 126,069 | $5.4M |
| Investment Partners, LTD. | 1.88% | Add +8.7% | 125,222 | $5.4M |
| Sage Advisory Services, Ltd.Co. | 2.81% | Reduce -4.8% | 120,349 | $5.2M |
| Integrity Alliance, Llc. | 0.19% | Add +0.9% | 120,206 | $5.2M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -5.1% | 118,693 | $5.1M |
| Madden Advisory Services, Inc. | 2.04% | Add +2.0% | 118,110 | $5.1M |
| Level Financial Advisors | 1.33% | Add +1.9% | 117,618 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.3% | 116,865 | $5.0M |
| Cwm, LLC | 0.01% | Add +6.8% | 116,723 | $5.0M |
| Franklin Resources Inc. | 0.00% | Add +231430.6% | 113,450 | $4.9M |
| Adell Harriman & Carpenter Inc. | 0.29% | Add +1.1% | 112,204 | $4.8M |
| Sigma Investment Counselors Inc. | 0.24% | Reduce -0.8% | 111,205 | $4.8M |
| Factor Wealth Management LTD | 1.01% | Add +7.3% | 109,063 | $4.7M |
| Childress Capital Advisors, LLC | 0.74% | New | 108,096 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -49.1% | 107,597 | $4.6M |
| SageView Advisory Group, LLC | 0.16% | Add +0.7% | 107,576 | $4.6M |
| Smith Salley Wealth Management | 0.23% | Add +2.2% | 106,852 | $4.6M |
| Jmac Enterprises LLC | 0.86% | Add +6.0% | 105,293 | $4.5M |
| Norris Financial Group, LLC | 1.52% | Add +17.6% | 104,292 | $4.5M |
| Friedenthal Financial | 2.29% | Reduce -45.3% | 103,432 | $4.4M |
| Retirement Financial Solutions, LLC | 1.30% | Add +9.4% | 103,238 | $4.4M |
| One Capital Management, LLC | 0.13% | Add +6.2% | 101,091 | $4.3M |
| City Holding Co. | 0.53% | Reduce -0.8% | 100,817 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +16.6% | 100,460 | $4.3M |
| Manske Wealth Management | 1.24% | Add +2.6% | 98,193 | $4.2M |
| Global Retirement Partners, LLC | 0.07% | Add +578.3% | 98,103 | $4.2M |
| Larch Capital Partners LLC | 0.57% | — | 96,900 | $4.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -1.9% | 95,718 | $4.1M |
| Archford Capital Strategies, LLC | 0.45% | Add +4.5% | 90,779 | $3.9M |
| Bank of Montreal | 0.00% | Reduce -1.5% | 90,174 | $3.9M |
| David Kennon Inc | 1.36% | Add +1.1% | 89,488 | $3.8M |
| Independent Solutions Wealth Management, LLC | 0.70% | Add +18.4% | 89,050 | $3.8M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.96% | No change | 89,000 | $3.8M |
| Owen LaRue, LLC | 1.37% | Reduce -8.9% | 84,221 | $3.6M |
| Allstate Corp. | 0.05% | Add +11.3% | 83,520 | $3.6M |
| Fulton Breakefield Broenniman LLC | 0.22% | Add +3.4% | 82,537 | $3.5M |
| American Wealth Advisors, LLC | 3.46% | Add +3.4% | 82,283 | $3.5M |
| Old National Bancorp | 0.06% | Reduce -17.1% | 82,073 | $3.5M |
| Perspective Wealth Advisors LLC | 2.47% | — | 80,791 | $3.5M |
| Virtue Capital Management, LLC | 0.53% | Add +962.2% | 79,572 | $3.4M |
| Webster Bank, N. A. | 0.32% | Reduce -0.2% | 78,678 | $3.4M |
| Prosperity Consulting Group, LLC | 0.15% | Add +5.1% | 78,368 | $3.4M |
| Drucker Wealth 3.0, LLC | 0.59% | Add +3.3% | 78,048 | $3.3M |
| Composition Wealth, LLC | 0.05% | Reduce -2.7% | 77,886 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +8.6% | 77,591 | $3.3M |
| World Investment Advisors | 0.05% | Add +56.9% | 76,675 | $3.3M |
| Sigma Planning Corp | 0.09% | Add +4.6% | 76,622 | $3.3M |
| Insigneo Advisory Services, LLC | 0.24% | Reduce -4.3% | 76,441 | $3.3M |
| Future Financial Wealth Managment LLC | 2.20% | Add +8.1% | 76,051 | $3.3M |
| Flavin Financial Services, Inc. | 2.20% | Add +3.1% | 74,806 | $3.2M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +19845.1% | 74,794 | $3.2M |
| Continuum Advisory, LLC | 0.32% | Add +21.9% | 73,375 | $3.1M |
| Pension & Wealth Management Advisors, Inc. | 0.90% | Reduce -11.2% | 70,815 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.2% | 70,079 | $3.0M |
| Addison Capital Co | 0.75% | Add +32.6% | 69,804 | $3.0M |
| Parcion Private Wealth LLC | 0.18% | Add +1.5% | 69,451 | $3.0M |
| Crabel Capital Management, LLC | 2.25% | Add +54.4% | 69,410 | $3.0M |
| PFG Investments, LLC | 0.14% | Reduce -3.6% | 67,898 | $2.9M |
| Balefire, LLC | 0.57% | Add +0.9% | 67,709 | $2.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.9% | 67,237 | $2.9M |
| Cordoba Advisory Partners LLC | 0.71% | — | 67,205 | $2.9M |
| Etesian Wealth Advisors, Inc. | 0.88% | Add +5.3% | 65,652 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -65.2% | 64,408 | $2.8M |
| Center For Asset Management LLC | 1.44% | Reduce -10.4% | 64,041 | $2.7M |
| Bauman Advisory Group, LLC | 2.17% | — | 62,708 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +11.2% | 62,485 | $2.7M |
| Guardian Asset Advisors, LLC | 1.38% | Add +4.2% | 61,966 | $2.7M |
| Essex LLC | 0.47% | Reduce -14.8% | 61,669 | $2.6M |
| Sovran Advisors, LLC | 0.22% | Add +6.4% | 59,770 | $2.6M |
| Investments & Financial Planning, LLC | 1.37% | Add +12.7% | 59,389 | $2.5M |
| Foundations Investment Advisors, LLC | 0.03% | Add +8.3% | 58,774 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +0.9% | 57,319 | $2.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +9.9% | 57,085 | $2.4M |
| D L Carlson Investment Group Inc. | 0.41% | Add +16.7% | 56,371 | $2.4M |
| Endowment Wealth Management, Inc. | 1.10% | Add +2.5% | 55,789 | $2.4M |
| Arete Wealth Advisors, LLC | 0.16% | Add +3.7% | 55,524 | $2.4M |
| Thrive Capital Management, LLC | 0.52% | Reduce -16.0% | 54,291 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -55.3% | 54,127 | $2.3M |
| Regions Financial Corp. | 0.01% | Add +191.8% | 54,049 | $2.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.5% | 53,957 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.5% | 52,710 | $2.3M |
| Compound Planning, Inc. | 0.07% | Add +1.3% | 52,421 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +23.0% | 52,137 | $2.2M |
| Klaas Financial Asset Advisors, LLC | 0.32% | Add +5.0% | 51,492 | $2.2M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -0.6% | 50,694 | $2.2M |
| Blue Barn Wealth, LLC | 3.14% | Reduce -72.8% | 50,219 | $2.2M |
| S. R. Schill & Associates | 1.51% | Reduce -0.6% | 50,029 | $2.1M |
| Hofer & Associates. Inc | 1.13% | Add +6.9% | 49,562 | $2.1M |
| Rooted Wealth Advisors, Inc. | 0.59% | Add +2.4% | 49,259 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +29.6% | 57,787 | $2.1M |
| HCR Wealth Advisors | 0.21% | Reduce -1.0% | 48,414 | $2.1M |
| 1834 Investment Advisors Co. | 0.26% | Reduce -23.5% | 48,303 | $2.1M |
| Ak Global Asset Management, LLC | 1.79% | — | 47,875 | $2.1M |
| Rosenberg Matthew Hamilton | 0.42% | Add +20.7% | 47,496 | $2.0M |
| Diversified Enterprises, LLC | 0.12% | Add +439.4% | 47,124 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | No change | 46,980 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Add +1.2% | 46,360 | $2.0M |
| Mount Lucas Management LP | 0.88% | Add +4.9% | 46,362 | $2.0M |
| Strategic Investment Advisors / MI | 0.17% | Add +299.5% | 44,843 | $1.9M |
| Laffer Tengler Investments, Inc. | 0.33% | Reduce -0.5% | 44,413 | $1.9M |
| Carr Financial Group Corp | 0.50% | Add +26.1% | 44,002 | $1.9M |
| Heritage Oak Wealth Advisors LLC | 0.70% | Reduce -9.1% | 43,991 | $1.9M |
| StoneX Group Inc. | 0.08% | Add +196.5% | 43,832 | $1.9M |
| Brand Asset Management Group, Inc. | 0.52% | Reduce -12.4% | 43,615 | $1.9M |
| TFB Advisors LLC | 0.51% | Add +2.4% | 42,929 | $1.8M |
| Citadel Advisors | 0.00% | New | 42,798 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.7% | 42,588 | $1.8M |
| Squire Investment Management Company, LLC | 0.55% | Add +22.1% | 42,357 | $1.8M |
| Csenge Advisory Group | 0.08% | Reduce -7.0% | 40,837 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.4% | 40,052 | $1.7M |
| Naples Global Advisors, LLC | 0.12% | Reduce -8.8% | 38,713 | $1.7M |
| Richardson Financial Services Inc. | 0.53% | Add +13.2% | 38,026 | $1.6M |
| AXS Investments LLC | 0.54% | Add +0.6% | 36,660 | $1.6M |
| Sandro Wealth Management LLC | 1.30% | — | 36,522 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.0% | 35,656 | $1.5M |
| Impact Partnership Wealth, LLC | 0.20% | Add +13.5% | 35,606 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +2.5% | 35,598 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +166.8% | 35,579 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +0.8% | 35,343 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +27.8% | 35,119 | $1.5M |
| ArborFi Advisors, LLC | 1.21% | Reduce -0.7% | 34,797 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +36.9% | 34,539 | $1.5M |
| Summit Wealth Partners, LLC | 0.27% | Reduce -34.9% | 34,395 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +5.7% | 34,191 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +2.2% | 34,134 | $1.5M |
| TriaGen Wealth Management LLC | 0.37% | Add +0.1% | 33,809 | $1.4M |
| Capital Financial Group Inc\co\ | 0.81% | — | 33,679 | $1.4M |
| Western Financial Corp | 0.56% | Reduce -0.6% | 33,202 | $1.4M |
| Alterna Wealth Management, Inc. | 1.19% | Add +36.0% | 33,179 | $1.4M |
| Guidance Point Advisors, LLC | 0.34% | Add +43.4% | 33,128 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -0.2% | 33,135 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | Add +13.6% | 32,784 | $1.4M |
| Indivisible Partners | 0.15% | — | 32,558 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.24% | Reduce -2.4% | 32,342 | $1.4M |
| Diversify Advisory Services, LLC | 0.04% | Add +1.5% | 32,079 | $1.4M |
| Bakala Capital LLC | 6.37% | Add +3.0% | 31,435 | $1.3M |
| Resurgent Financial Advisors LLC | 0.67% | Add +9.2% | 31,237 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +81.2% | 30,800 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.0% | 30,609 | $1.3M |
| Prudent Investors Network, Inc. | 0.30% | New | 30,548 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.63% | New | 30,261 | $1.3M |
| Heritage Family Offices, LLP | 0.58% | Reduce -0.9% | 29,914 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -5.1% | 29,802 | $1.3M |
| Cogent Private Wealth, Inc. | 0.96% | — | 29,299 | $1.3M |
| Cadent Capital Advisors, LLC | 0.33% | Add +100.9% | 29,281 | $1.3M |
| Journey Strategic Wealth LLC | 0.03% | Add +52.1% | 29,259 | $1.3M |
| Oakmont Advisory Group, LLC | 1.33% | — | 29,160 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +9.9% | 28,717 | $1.2M |
| Entelevest, LLC | 1.25% | — | 28,124 | $1.2M |
| 21 West Wealth Management LLC | 1.10% | Add +2.1% | 28,074 | $1.2M |
| Diversify Wealth Management, LLC | 0.06% | Reduce -0.9% | 27,924 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +127.5% | 27,552 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -36.4% | 27,306 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.5% | 27,160 | $1.2M |
| NorthStar Asset Management LLC | 0.52% | Reduce -4.1% | 26,986 | $1.2M |
| First National Trust Co | 0.04% | Add +47.5% | 26,787 | $1.1M |
| First Hawaiian Bank | 0.15% | Add +4.7% | 26,569 | $1.1M |
| GTS Securities LLC | 0.04% | Add +265.9% | 26,108 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -6.6% | 26,095 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.4% | 26,068 | $1.1M |
| Norden Group LLC | 0.11% | Reduce -20.2% | 25,685 | $1.1M |
| Pinion Investment Advisors, LLC | 0.27% | Add +4.5% | 25,503 | $1.1M |
| TigerOak Management, L.L.C. | 0.33% | Add +157.7% | 25,446 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 25,371 | $1.1M |
| Arax Advisory Partners | 0.03% | New | 24,365 | $1.1M |
| NDWM LLC | 0.71% | Add +8.1% | 24,975 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.23% | Reduce -13.8% | 24,681 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +4.2% | 24,622 | $1.1M |
| Journey Retirement Planning & Investment Management LLC | 0.22% | — | 24,576 | $1.1M |
| Portfolio Strategies, Inc. | 0.12% | Add +28.2% | 24,359 | $1.0M |
| Obsido Oy | 0.64% | Add +14.0% | 24,222 | $1.0M |
| Everstar Asset Management, LLC | 0.53% | No change | 23,060 | $989K |
| Claro Advisors Inc. | 0.13% | Add +9.6% | 22,435 | $962K |
| Johnson Bixby & Associates, LLC | 0.12% | Reduce -24.2% | 21,703 | $930K |
| Blankinship & Foster, LLC | 0.20% | Add +1.5% | 21,527 | $923K |
| Ticino Wealth | 0.34% | — | 21,398 | $917K |
| Ieq Capital, LLC | 0.00% | Add +1.4% | 21,375 | $916K |
| Mutual Advisors, LLC | 0.02% | Add +2.6% | 21,330 | $914K |
| Advisor OS, LLC | 0.07% | Reduce -1.4% | 21,065 | $903K |
| HBK Sorce Advisory LLC | 0.02% | No change | 21,060 | $902K |
| MMBG Investment Advisors Co. | 0.07% | Add +11.3% | 20,691 | $887K |
| Savvy Advisors, Inc. | 0.03% | Add +91.7% | 20,377 | $874K |
| Corient Private Wealth LP | 0.00% | Add +4.6% | 19,852 | $851K |
| National Bank of Canada | 0.00% | New | 19,759 | $847K |
| Atomic Invest LLC | 0.48% | — | 19,697 | $845K |
| Darden Wealth Group Inc | 0.40% | Reduce -5.8% | 19,333 | $829K |
| Montecito Bank & Trust | 0.13% | Reduce -0.2% | 19,070 | $818K |
| Zuckerman Investment Group, LLC | 0.07% | Reduce -1.3% | 18,905 | $810K |
| Round Rock Advisors LLC | 0.12% | Reduce -1.1% | 18,849 | $808K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.0% | 18,816 | $807K |
| Compass Capital Corp. /Ma/ | 0.31% | New | 18,578 | $796K |
| Kraematon Investment Advisors, Inc. | 0.62% | Reduce -2.9% | 18,281 | $784K |
| Uptick Partners, LLC | 0.16% | Add +28.9% | 17,496 | $750K |
| Diversified Portfolios, Inc. | 0.06% | No change | 17,270 | $740K |
| Red Reef Advisors LLC | 0.75% | — | 17,177 | $736K |
| Brown Advisory Inc. | 0.00% | Add +219.6% | 17,034 | $730K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -6.1% | 16,983 | $728K |
| Destiny Capital Corp | 0.37% | Add +1.4% | 16,969 | $727K |
| Sterling Investment Counsel, LLC | 0.21% | New | 17,025 | $725K |
| Tudor Financial Inc. | 0.37% | Add +0.7% | 16,649 | $714K |
| Hunter Associates Investment Management LLC | 0.09% | Add +69.5% | 16,465 | $705K |
| Courage Miller Partners, LLC | 0.21% | Add +2.0% | 16,394 | $703K |
| McNamara Financial Services, Inc. | 0.13% | Add +3.3% | 16,321 | $700K |
| Comerica Bank | 0.00% | Reduce -35.9% | 16,249 | $697K |
| Idaho Trust Co | 0.23% | Reduce -8.9% | 16,220 | $695K |
| Portus Wealth Advisors, LLC | 0.65% | Reduce -1.4% | 16,148 | $692K |
| City Center Advisors, LLC | 0.63% | Add +16.8% | 15,864 | $680K |
| Brindle & Bay Financial Advisors, LLC | 0.45% | — | 15,777 | $676K |
| Financial Network Wealth Advisors LLC | 0.70% | Add +0.8% | 15,689 | $673K |
| GK Wealth Management LLC | 0.49% | Add +38.6% | 15,494 | $664K |
| Advyzon Investment Management, LLC | 0.08% | Add +19.5% | 15,316 | $657K |
| BayBridge Capital Group, LLC | 0.41% | Add +0.4% | 15,271 | $655K |
| &partners | 0.00% | Reduce -2.0% | 15,207 | $652K |
| AlphaCore Capital LLC | 0.01% | Reduce -2.0% | 15,144 | $649K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 14,836 | $636K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 14,800 | $634K |
| Financial Management Network Inc. | 0.10% | Add +1.1% | 14,788 | $634K |
| Vise Technologies, Inc. | 0.01% | Add +1.6% | 14,098 | $604K |
| Argent Advisors, Inc. | 0.17% | New | 14,063 | $603K |
| Root Financial Partners, LLC | 0.03% | Reduce -1.3% | 13,945 | $598K |
| Nwam LLC | 0.03% | Add +0.0% | 13,421 | $579K |
| Waystone Advisors LLC | 0.49% | — | 13,431 | $576K |
| IPG Investment Advisors LLC | 0.10% | Add +3.0% | 13,214 | $566K |
| Saiph Capital, LLC | 0.20% | Reduce -1.8% | 13,212 | $566K |
| Secure Asset Management, LLC | 0.09% | New | 13,037 | $559K |
| Hilltop Holdings Inc. | 0.03% | Reduce -6.3% | 13,014 | $558K |
| HB Wealth Management, LLC | 0.00% | New | 12,940 | $555K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 12,907 | $553K |
| Global Endowment Management, LP | 0.07% | Add +25.8% | 12,773 | $547K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -15.4% | 12,745 | $546K |
| Seaview Investment Managers LLC | 0.20% | Reduce -33.5% | 12,700 | $544K |
| Disciplined Investments, LLC | 0.21% | Reduce -1.7% | 12,646 | $542K |
| Sheets Smith Wealth Management | 0.06% | Reduce -5.5% | 12,419 | $532K |
| HSBC Holdings PLC | 0.00% | Reduce -1.7% | 12,311 | $528K |
| WESPAC Advisors, LLC | 0.29% | Reduce -40.9% | 12,310 | $528K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.5% | 12,274 | $526K |
| Creative Financial Designs Inc. | 0.03% | Add +20.9% | 12,234 | $524K |
| Maridea Wealth Management LLC | 0.08% | Add +59.5% | 12,121 | $520K |
| Yeomans Consulting Group, Inc. | 0.15% | Add +3.2% | 12,019 | $515K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +17.3% | 11,945 | $512K |
| AE Wealth Management LLC | 0.00% | Reduce -49.6% | 11,928 | $511K |
| Portland Financial Advisors Inc | 1.06% | Add +1.8% | 11,582 | $497K |
| Integrity Advisory Solutions, LLC | 0.07% | Add +3.8% | 11,397 | $489K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -0.3% | 11,294 | $484K |
| Prospera Financial Services Inc | 0.01% | Reduce -72.6% | 11,083 | $475K |
| TPG Financial Advisors, LLC | 0.16% | Add +11.1% | 11,069 | $475K |
| Stewardship Advisors, LLC | 0.11% | Add +2.8% | 10,929 | $469K |
| Fisher Asset Management | 0.00% | New | 10,897 | $467K |
| Trevian Wealth Management LLC | 0.22% | New | 10,885 | $467K |
| Private Trust Co. NA | 0.04% | Add +0.6% | 10,833 | $464K |
| Axxcess Wealth Management, LLC | 0.01% | Add +71.8% | 10,823 | $464K |
| Delta Wealth Advisors LLC | 0.39% | Add +132.5% | 10,811 | $463K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -2.4% | 10,772 | $462K |
| Baird Financial Group, Inc. | 0.00% | Reduce -59.8% | 10,614 | $455K |
| Snowden Capital Advisors LLC | 0.01% | Add +15.5% | 10,602 | $455K |
| Curi Capital, LLC | 0.01% | Reduce -14.2% | 10,465 | $449K |
| Wallace Advisory Group, LLC | 0.47% | Add +43.7% | 10,447 | $448K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -5.1% | 10,435 | $447K |
| Copia Wealth Management | 0.32% | Reduce -2.4% | 10,417 | $447K |
| Channel Wealth LLC | 0.11% | Add +0.8% | 10,415 | $446K |
| Lansing Street Advisors | 0.11% | Add +34.4% | 10,255 | $440K |
| LifeGoal Investments, LLC | 0.29% | Reduce -53.9% | 12,750 | $438K |
| Howard Wealth Management, LLC | 0.19% | Add +21.2% | 10,167 | $436K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Add +3.4% | 10,040 | $430K |
| Global View Capital Management LLC | 0.08% | Add +18.3% | 10,022 | $430K |
| SouthState Bank Corp | 0.02% | Add +1.8% | 10,005 | $429K |
| Comprehensive Money Management Services LLC | 0.30% | Add +11.1% | 9,990 | $428K |
| Tempo Wealth, LLC | 0.07% | — | 9,785 | $419K |
| Beirne Wealth Consulting Services, LLC | 0.12% | Reduce -4.9% | 9,725 | $417K |
| ATX Financial Planning, LLC | 0.32% | — | 9,528 | $408K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 9,441 | $405K |
| CKW Financial Group | 0.04% | Reduce -0.8% | 9,393 | $403K |
| Harbour Investments, Inc. | 0.01% | Reduce -15.3% | 9,360 | $401K |
| Redwood Financial Network Corp | 0.25% | No change | 9,009 | $386K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -27.6% | 8,990 | $385K |
| D.A. Davidson & Co. | 0.00% | Reduce -12.8% | 8,911 | $382K |
| Merited Wealth, LLC | 0.35% | — | 8,848 | $379K |
| Ameriflex Group, Inc. | 0.20% | Reduce -23.3% | 8,844 | $379K |
| Third View Private Wealth, LLC | 0.05% | — | 8,727 | $374K |
| Independent Financial Group, LLC | 0.01% | Add +58.6% | 8,727 | $374K |
| Sierra Capital LLC | 0.04% | Add +0.6% | 8,727 | $374K |
| Apollon Wealth Management, LLC | 0.01% | Add +4.8% | 8,712 | $373K |
| North Star Investment Management Corp. | 0.02% | Add +44.2% | 8,682 | $372K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -3.5% | 8,682 | $372K |
| Captrust Financial Advisors | 0.00% | Add +9.1% | 8,521 | $365K |
| MRA Advisory Group | 0.15% | Add +0.7% | 8,424 | $361K |
| Omega Financial Group, LLC | 0.12% | Add +0.7% | 8,381 | $359K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -91.3% | 8,271 | $355K |
| TBH Global Asset Management, LLC | 0.06% | No change | 8,243 | $353K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +2.4% | 8,243 | $353K |
| Debussy Capital Management LP | 0.05% | No change | 8,219 | $352K |
| Parallel Advisors, LLC | 0.01% | Add +5.4% | 8,182 | $351K |
| McAdam, LLC | 0.02% | Reduce -4.7% | 8,021 | $344K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +2.3% | 7,933 | $340K |
| BNP Paribas Financial Markets | 0.00% | Add +5.5% | 7,843 | $336K |
| Brookstone Capital Management | 0.00% | Add +48.0% | 7,692 | $330K |
| Stokes Family Office, LLC | 0.03% | Reduce -9.9% | 7,635 | $327K |
| Regatta Capital Group, LLC | 0.05% | New | 7,619 | $327K |
| Strategic Blueprint, LLC | 0.02% | Reduce -9.7% | 7,608 | $326K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -35.2% | 7,538 | $323K |
| Integrated Capital Management, LLC | 0.14% | No change | 7,491 | $321K |
| Two West Capital Advisors LLC | 0.19% | Reduce -27.5% | 7,432 | $319K |
| Insight Wealth Partners, LLC | 0.13% | Reduce -7.6% | 7,431 | $319K |
| Dana Investment Advisors, Inc. | 0.01% | Add +58.3% | 7,402 | $317K |
| City National Bank of Florida | 0.21% | No change | 7,337 | $315K |
| PKS Advisory Services, LLC | 0.07% | Add +21.8% | 7,167 | $307K |
| Liberty Capital Management, Inc. | 0.06% | No change | 6,965 | $299K |
| Optivise Advisory Services LLC | 0.17% | Add +31.8% | 6,922 | $297K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 6,870 | $295K |
| Cahill Financial Advisors Inc. | 0.03% | Add +44.3% | 6,757 | $290K |
| ERn Financial, LLC | 0.05% | Add +1.0% | 6,727 | $288K |
| Steinberganna Wealth Management | 0.13% | Add +1.9% | 6,700 | $287K |
| Savant Capital, LLC | 0.00% | Reduce -2.5% | 6,614 | $284K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -8.1% | 6,578 | $282K |
| AlphaCentric Advisors LLC | 0.28% | — | 6,556 | $281K |
| Buffalo Business & Estate Services Ltd. | 0.04% | — | 6,544 | $281K |
| Sowell Financial Services LLC | 0.01% | Reduce -55.2% | 6,441 | $276K |
| Waverly Advisors, LLC | 0.00% | Add +9.5% | 6,362 | $273K |
| MJP Associates Inc. | 0.03% | No change | 6,319 | $271K |
| Saxony Capital Management, LLC | 0.17% | Reduce -3.7% | 6,306 | $270K |
| Bright Futures Wealth Management, LLC. | 0.20% | Add +5.1% | 6,268 | $269K |
| Rossby Financial, LCC | 0.08% | Add +5.5% | 6,247 | $268K |
| Americana Partners, LLC | 0.01% | Add +23.1% | 6,233 | $267K |
| Columbia Bank | 0.07% | Reduce -0.4% | 6,215 | $266K |
| Wedbush Securities Inc. | 0.01% | Reduce -48.5% | 6,185 | $265K |
| Novare Capital Management LLC | 0.02% | Add +30.1% | 6,055 | $260K |
| VestGen Advisors, LLC | 0.01% | New | 6,050 | $259K |
| One Wealth Capital Management, LLC | 0.11% | Add +0.3% | 6,049 | $259K |
| Founders Grove Wealth Partners, LLC | 0.06% | New | 5,924 | $254K |
| Vericrest Private Wealth | 0.23% | — | 5,922 | $254K |
| S.E.E.D. Planning Group LLC | 0.07% | Add +9.9% | 5,921 | $254K |
| Pacific Excel Wealth Advisors, Inc. | 0.48% | — | 5,880 | $252K |
| Fiduciary Trust Co | 0.00% | No change | 5,865 | $251K |
| BankPlus Wealth Management LLC | 0.14% | New | 5,860 | $251K |
| Magnolia Capital Advisors LLC | 0.05% | New | 5,833 | $250K |
| United Advisor Group, LLC | 0.03% | Add +19.2% | 5,814 | $249K |
| Shepherd Financial Partners LLC | 0.02% | Add +1.6% | 5,809 | $249K |
| Independent Wealth Network Inc. | 0.07% | New | 5,685 | $244K |
| Asset One Wealth Management LLC | 0.03% | — | 5,666 | $243K |
| Objective Capital Management, LLC | 0.25% | Add +9.5% | 5,634 | $242K |
| SteelPeak Wealth, LLC | 0.01% | Add +5.6% | 5,572 | $239K |
| Mosley Wealth Management | 0.11% | — | 5,549 | $239K |
| Timber Creek Capital Management LLC | 0.06% | Reduce -5.1% | 5,550 | $238K |
| Private Client Services, LLC | 0.07% | Reduce -0.2% | 5,540 | $237K |
| Fifth Third Bancorp | 0.00% | Reduce -27.5% | 5,538 | $237K |
| Tyche Wealth Partners LLC | 0.04% | No change | 5,525 | $237K |
| Peak Retirement Planning, Inc. | 0.06% | New | 5,517 | $236K |
| Freestone Capital Holdings, LLC | 0.01% | New | 5,469 | $234K |
| First Foundation Advisors | 0.01% | Reduce -35.0% | 5,463 | $234K |
| Accurate Wealth Management, LLC | 0.03% | Add +7.0% | 5,371 | $231K |
| FOCUS Wealth Advisors, LLC | 0.11% | No change | 5,372 | $230K |
| Buck Wealth Strategies, LLC | 0.03% | Reduce -11.6% | 5,326 | $228K |
| Wbi Investments, LLC | 0.06% | New | 5,298 | $227K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.0% | 5,279 | $226K |
| Beaumont Asset Management, L.L.C. | 0.11% | Add +9.1% | 5,225 | $224K |
| Chapin Davis, Inc. | 0.05% | Add +2.3% | 5,111 | $219K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -48.6% | 5,100 | $219K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +2.9% | 5,088 | $218K |
| Hudson Oak Wealth Advisory LLC | 0.19% | — | 5,017 | $215K |
| Forza Wealth Management, LLC | 0.08% | No change | 4,975 | $213K |
| Princeton Global Asset Management LLC | 0.03% | Add +0.9% | 4,960 | $213K |
| Latitude Advisors, LLC | 0.09% | Reduce -0.1% | 4,879 | $209K |
| Mission Wealth Management, LP | 0.00% | Reduce -49.6% | 4,861 | $208K |
| Thrivent Financial for Lutherans | 0.00% | New | 4,848 | $208K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -44.5% | 4,852 | $208K |
| BAM Wealth Management, LLC | 0.15% | New | 4,797 | $206K |
| Absolute Capital Management, LLC | 0.07% | New | 4,722 | $202K |
| Kastel Capital Advisors, LLC | 0.12% | — | 4,720 | $202K |
| OneAscent Financial Services LLC | 0.02% | New | 4,708 | $202K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 4,670 | $200K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -22.8% | 4,612 | $198K |
| Conquis Financial LLC | 0.16% | No change | 4,376 | $188K |
| FMR LLC | 0.00% | Add +8.0% | 4,217 | $181K |
| Blair William & Co. | 0.00% | Add +2.5% | 3,682 | $158K |
| International Assets Investment Management, LLC | 0.01% | New | 3,291 | $141K |
| Signature Equity Partners, LLC | 0.07% | — | 3,055 | $131K |
| Key Capital Management, INC | 0.13% | — | 3,023 | $130K |
| Qube Research & Technologies Ltd | 0.00% | Add +3156.7% | 2,931 | $126K |
| Larson Financial Group LLC | 0.00% | Reduce -5.5% | 2,699 | $116K |
| GoalVest Advisory LLC | 0.02% | No change | 2,618 | $112K |
| FWL Investment Management, LLC | 0.03% | Add +15.0% | 2,604 | $112K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -0.1% | 2,592 | $111K |
| Coastline Trust Co | 0.01% | No change | 2,560 | $110K |
| Whittier Trust Co. | 0.00% | No change | 2,513 | $108K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.0% | 2,481 | $106K |
| EPG Wealth Management LLC | 0.03% | No change | 2,346 | $101K |
| Colonial Trust Co / SC | 0.01% | Reduce -51.9% | 2,320 | $99K |
| Richardson Capital Management LLC | 0.05% | Reduce -4.1% | 2,151 | $92K |
| Realta Investment Advisors | 0.03% | No change | 2,145 | $92K |
| Wells Financial Advisors INC | 0.17% | No change | 2,135 | $92K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,103 | $90K |
| Winnacle Wealth LLC | 0.07% | Reduce -28.8% | 2,052 | $88K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,004 | $86K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -34.0% | 2,002 | $86K |
| Westend Capital Management, LLC | 0.02% | Reduce -24.1% | 1,843 | $79K |
| Triumph Capital Management | 0.02% | New | 1,745 | $75K |
| Colonial Trust Advisors | 0.01% | No change | 1,735 | $74K |
| NBT Bank, N.A. | 0.00% | No change | 43 | $67K |
| WFA of San Diego, LLC | 0.05% | Add +43.3% | 1,549 | $66K |
| Monetary Solutions, Ltd | 0.07% | — | 1,540 | $66K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -30.1% | 1,454 | $62K |
| Signaturefd, LLC | 0.00% | New | 1,358 | $58K |
| MidAtlantic Capital Management, Inc. | 0.04% | New | 1,319 | $57K |
| FSA Advisors, Inc. | 0.03% | New | 47,330 | $49K |
| Allworth Financial LP | 0.00% | Add +492.1% | 1,125 | $48K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +10.7% | 1,075 | $46K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -36.2% | 1,056 | $45K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 1,040 | $45K |
| NFSG Corp | 0.01% | Reduce -91.1% | 937 | $40K |
| Spire Wealth Management | 0.00% | Reduce -13.9% | 928 | $40K |
| Bessemer Group Inc. | 0.00% | Reduce -70.0% | 904 | $39K |
| Avion Wealth | 0.01% | No change | 825 | $35K |
| Pacifica Partners Inc. | 0.02% | Reduce -12.6% | 799 | $34K |
| UMB Bank, n.a. | 0.00% | No change | 796 | $34K |
| Millstone Evans Group, LLC | 0.02% | New | 785 | $34K |
| WealthShield Partners, LLC | 0.00% | Reduce -1.6% | 744 | $32K |
| Horizon Financial Services, LLC | 0.01% | Reduce -9.5% | 717 | $31K |
| Godfrey Financial Associates, Inc. | 0.03% | — | 700 | $30K |
| Consultiva Wealth Management, Corp. | 0.08% | Add +54.8% | 650 | $28K |
| Cape Investment Advisory, Inc. | 0.01% | New | 637 | $27K |
| Wealth Watch Advisors, INC | 0.01% | New | 635 | $27K |
| Cornerstone Financial Management LLC | 0.03% | — | 620 | $27K |
| Golden State Wealth Management, LLC | 0.00% | Add +2.2% | 599 | $26K |
| Hurley Capital, LLC | 0.01% | No change | 556 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 500 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 483 | $21K |
| Investors Research Corp | 0.00% | No change | 455 | $20K |
| Greenline Wealth Management LLC | 0.02% | — | 447 | $19K |
| Crewe Advisors LLC | 0.00% | Add +658.6% | 440 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | New | 415 | $18K |
| Thompson Investment Management, Inc. | 0.00% | No change | 414 | $18K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -28.2% | 379 | $16K |
| Parkside Financial Bank & Trust | 0.00% | No change | 375 | $16K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 365 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 351 | $15K |
| Silver Oak Securities, Incorporated | 0.00% | Add +23.7% | 339 | $15K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +2.1% | 335 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.7% | 334 | $14K |
| WealthCollab, LLC | 0.01% | New | 302 | $13K |
| Scarborough Advisors, LLC | 0.00% | Add +2.4% | 258 | $11K |
| Key Financial Inc | 0.00% | No change | 190 | $8K |
| CX Institutional | 0.00% | New | 191 | $8K |
| Rothschild Investment LLC | 0.00% | Reduce -4.2% | 185 | $8K |
| Park Square Financial Group, LLC | 0.04% | Reduce -30.4% | 176 | $7K |
| New Millennium Group LLC | 0.00% | New | 167 | $7K |
| Albion Financial Group | 0.00% | New | 123 | $5K |
| Syntax Research, Inc. | 0.00% | No change | 122 | $5K |
| HFM Investment Advisors, LLC | 0.00% | New | 120 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -97.8% | 120 | $5K |
| First PREMIER Bank | 0.00% | No change | 93 | $4K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 91 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 77 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 75 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 67 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 64 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 36 | $2K |
| Crews Bank & Trust | 0.00% | New | 36 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Add +244.4% | 31 | $1K |
| US Bancorp \de | 0.00% | Reduce -72.6% | 29 | $1K |
| Truvestments Capital LLC | 0.00% | New | 28 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -93.5% | 26 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 25 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 20 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 17 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 23 | $986 |
| Aventura Private Wealth, LLC | 0.00% | No change | 20 | $857 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 15 | $644 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -95.5% | 13 | $557 |
| Eastern Bank | 0.00% | No change | 13 | $557 |
| Maseco LLP | 0.00% | No change | 10 | $429 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $43 |
| TD Private Client Wealth LLC | 0.00% | Reduce -99.8% | 1 | $31 |
"% 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.