iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q1 2026 (March 31)557holders −26
51new positions
76sold out
1famous investor
$42.31avg. 13F price*
At the end of Q1 2026, 557 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, down 26 from Q4 2025. 51 opened new positions and 76 sold out. The largest holders were Royal Bank of Canada ($622.4M), Morgan Stanley ($542.1M) and Assetmark, Inc. ($532.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $89.0M |
| Exits | 76 | $176.5M |
All 13F filers, Q4 2025 → Q1 2026: 8,118,388 shares bought and 20,674,971 shares sold, net −12,556,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| Royal Bank of Canada | 0.12% | Add +3.0% | 14,711,414 | $622.4M |
| Morgan Stanley | 0.03% | Add +0.3% | 12,811,901 | $542.1M |
| Assetmark, Inc. | 1.09% | Add +7.3% | 12,584,102 | $532.4M |
| Empower Advisory Group, LLC | 1.33% | Add +8.6% | 12,094,500 | $511.7M |
| Japan Science & Technology Agency | 3.91% | No change | 4,450,000 | $188.3M |
| BlackRock, Inc. | 0.00% | Add +10.5% | 4,218,424 | $178.5M |
| LPL Financial LLC | 0.03% | Add +7.7% | 3,059,355 | $129.4M |
| Nepc LLC | 2.22% | No change | 2,632,283 | $111.4M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -11.7% | 2,607,822 | $110.3M |
| Bank of America Corp. | 0.01% | Add +6.1% | 2,570,336 | $108.8M |
| Bramshill Investments, LLC | 7.62% | Reduce -82.5% | 2,091,384 | $88.5M |
| Wealthfront Advisers LLC | 0.18% | Reduce -31.3% | 1,931,911 | $81.7M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -7.0% | 1,795,049 | $75.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.6% | 1,699,712 | $71.9M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +3.2% | 1,577,340 | $66.7M |
| Arch Capital Group LTD. | 22.31% | No change | 1,531,250 | $64.8M |
| State of Tennessee, Department of Treasury | 0.17% | New | 1,163,200 | $49.2M |
| Bank of New York Mellon Corp | 0.01% | Add +31.0% | 1,149,340 | $48.6M |
| Wells Fargo & Company | 0.01% | Reduce -25.1% | 1,126,899 | $47.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | No change | 1,077,221 | $45.6M |
| Sound Income Strategies, LLC | 2.07% | Reduce -2.0% | 1,015,055 | $42.8M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +13.5% | 982,305 | $41.6M |
| Cetera Investment Advisers | 0.04% | Add +1.1% | 873,525 | $37.0M |
| Betterment LLC | 0.07% | Add +5.5% | 873,283 | $36.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.9% | 825,730 | $34.9M |
| UBS Group AG | 0.01% | Add +4.4% | 741,693 | $31.4M |
| Mariner, LLC | 0.03% | Reduce -35.1% | 698,802 | $29.6M |
| Ninety One UK Ltd | 0.06% | Add +0.3% | 579,677 | $24.5M |
| Scotia Capital Inc. | 0.10% | Add +10.9% | 579,590 | $24.5M |
| HighTower Advisors, LLC | 0.02% | Add +5.8% | 549,075 | $23.2M |
| Baker Avenue Asset Management, LP | 0.53% | Add +2.7% | 547,056 | $23.1M |
| American Century Companies Inc. | 0.01% | No change | 544,315 | $23.0M |
| Park Avenue Securities LLC | 0.18% | Reduce -0.2% | 544,229 | $23.0M |
| Financial Gravity Asset Management, Inc. | 4.08% | Add +2.9% | 541,783 | $22.9M |
| High Probability Advisors, LLC | 2.89% | Add +12.4% | 533,407 | $22.6M |
| Creative Planning | 0.02% | Add +0.7% | 526,948 | $22.3M |
| SHP Wealth Management | 1.67% | Reduce -16.1% | 523,777 | $22.2M |
| Gibbs Wealth Management | 2.89% | Add +84.1% | 518,491 | $21.9M |
| Ocean Park Asset Management, LLC | 1.26% | Reduce -48.9% | 516,000 | $21.8M |
| Atwood & Palmer Inc. | 1.09% | Add +1.7% | 457,730 | $19.4M |
| Stifel Financial Corp. | 0.02% | Add +6.5% | 431,271 | $18.2M |
| BlueSky Wealth Advisors, LLC | 2.28% | New | 417,960 | $17.7M |
| Legacy Financial Group LLC | 2.21% | Reduce -0.6% | 414,479 | $17.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -11.4% | 409,181 | $17.3M |
| Advisors Capital Management, LLC | 0.19% | Add +2.1% | 384,476 | $16.3M |
| MAI Capital Management | 0.09% | Add +5.4% | 384,267 | $16.3M |
| MML Investors Services, LLC | 0.04% | Reduce -19.9% | 364,727 | $15.4M |
| KilterHowling LLC | 7.67% | Add +37.5% | 359,293 | $15.2M |
| Cascade Wealth Advisors, Inc | 6.56% | Add +1.5% | 351,766 | $15.0M |
| Sweeney & Michel, LLC | 4.19% | Add +4.1% | 334,981 | $14.2M |
| Belpointe Asset Management LLC | 0.47% | Reduce -3.2% | 306,676 | $13.0M |
| Mgo One Seven LLC | 0.26% | Add +4.9% | 302,510 | $12.8M |
| Truist Financial Corp. | 0.02% | Reduce -10.9% | 300,625 | $12.7M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -4.4% | 291,657 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.7% | 290,654 | $12.2M |
| Foronjy Financial LLC | 5.06% | Add +2.9% | 287,637 | $12.2M |
| Trivium Point Advisory, LLC | 2.18% | Reduce -20.0% | 285,455 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.5% | 283,755 | $12.0M |
| S&A Financial Services, Inc. | 7.99% | — | 274,785 | $11.6M |
| Freestate Advisors LLC | 8.84% | Add +0.2% | 261,437 | $11.1M |
| Peak Financial Management, Inc. | 2.80% | Add +5.0% | 260,488 | $11.0M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +6.9% | 258,739 | $10.9M |
| Twelve Points Wealth Management LLC | 2.40% | Add +97.6% | 257,699 | $10.9M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -75.0% | 250,360 | $10.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +9.5% | 245,811 | $10.4M |
| Waterloo Capital, L.P. | 0.72% | Reduce -8.2% | 241,652 | $10.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -4.3% | 240,544 | $10.2M |
| Powers Advisory Group, LLC | 3.53% | Add +8.1% | 236,270 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.6% | 230,626 | $9.8M |
| Alesco Advisors, LLC, An ESL Co | 0.25% | Add +50.3% | 227,953 | $9.6M |
| Kitching Partners, LLC | 8.79% | Reduce -6.7% | 225,435 | $9.5M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -3.9% | 223,267 | $9.4M |
| Integrated Wealth Concepts LLC | 0.07% | Add +234.6% | 215,537 | $9.1M |
| Cascade Financial Partners, LLC | 0.90% | Add +33.9% | 207,426 | $8.8M |
| Merit Financial Group, LLC | 0.06% | Add +53.6% | 204,172 | $8.6M |
| Whitford Management LLC | 8.73% | No change | 202,000 | $8.5M |
| Ascent Group, LLC | 0.28% | Add +3.6% | 193,013 | $8.2M |
| Ritholtz Wealth Management | 0.14% | Add +8.1% | 191,327 | $8.1M |
| Portside Wealth Group, LLC | 1.09% | Add +14.6% | 188,933 | $8.0M |
| Motley Fool Wealth Management, LLC | 0.86% | Reduce -24.6% | 180,444 | $7.6M |
| Towercrest Capital Management | 1.16% | Add +7.4% | 175,581 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -2.0% | 175,574 | $7.4M |
| Smith Salley Wealth Management | 0.37% | Add +64.1% | 175,357 | $7.4M |
| Curtis Advisory Group, LLC | 1.60% | Reduce -12.8% | 175,197 | $7.4M |
| Alexis Investment Partners, LLC | 4.76% | Add +11.6% | 164,983 | $6.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.22% | Add +10.3% | 162,881 | $6.9M |
| RiverFront Investment Group, LLC | 0.10% | Add +13.1% | 159,167 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +2.0% | 156,488 | $6.6M |
| Livet Wealth, LLC | 4.20% | Add +0.5% | 156,105 | $6.6M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -66.9% | 154,258 | $6.5M |
| Hudock, Inc. | 0.95% | Add +12.9% | 152,332 | $6.4M |
| Redhawk Wealth Advisors, Inc. | 0.70% | Add +3.8% | 150,865 | $6.4M |
| Arkadios Wealth Advisors | 0.11% | Add +6.4% | 150,110 | $6.4M |
| Independent Solutions Wealth Management, LLC | 0.93% | Add +68.0% | 149,594 | $6.3M |
| BridgePort Financial Solutions, LLC | 1.72% | Reduce -11.9% | 143,490 | $6.1M |
| Alliance Wealth Management Group | 1.32% | Add +9.4% | 142,298 | $6.0M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -4.2% | 138,978 | $5.9M |
| Courier Capital LLC | 0.32% | Add +7.7% | 135,816 | $5.7M |
| Fairview Capital Investment Management, LLC | 0.30% | Reduce -21.3% | 129,373 | $5.5M |
| Integrity Alliance, Llc. | 0.21% | Add +6.8% | 128,410 | $5.4M |
| Gallagher Fiduciary Advisors, LLC | 0.21% | Reduce -3.4% | 127,343 | $5.4M |
| Norris Financial Group, LLC | 1.68% | Add +16.8% | 121,776 | $5.2M |
| Madden Advisory Services, Inc. | 2.01% | Add +2.3% | 120,790 | $5.1M |
| Level Financial Advisors | 1.30% | Add +2.4% | 120,477 | $5.1M |
| Adell Harriman & Carpenter Inc. | 0.31% | Add +6.3% | 119,304 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +19.4% | 119,894 | $5.0M |
| Manske Wealth Management | 1.38% | Add +18.7% | 116,590 | $4.9M |
| Cadent Capital Advisors, LLC | 1.29% | Add +294.3% | 115,455 | $4.9M |
| Investment Partners, LTD. | 1.74% | Reduce -7.9% | 115,384 | $4.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.1% | 113,256 | $4.8M |
| Sigma Investment Counselors Inc. | 0.25% | Reduce -0.9% | 110,238 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +14.4% | 109,530 | $4.6M |
| Friedenthal Financial | 2.31% | Add +5.0% | 108,647 | $4.6M |
| Jmac Enterprises LLC | 0.86% | Add +1.3% | 106,693 | $4.5M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -11.7% | 104,835 | $4.4M |
| SageView Advisory Group, LLC | 0.16% | Reduce -4.5% | 102,708 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +44.6% | 101,306 | $4.3M |
| One Capital Management, LLC | 0.12% | Reduce -0.3% | 100,838 | $4.3M |
| Cwm, LLC | 0.01% | Reduce -13.8% | 100,656 | $4.3M |
| Allstate Corp. | 0.05% | Add +19.7% | 100,000 | $4.2M |
| EFG International AG | 0.09% | Reduce -34.7% | 97,596 | $4.1M |
| City Holding Co. | 0.51% | Reduce -3.5% | 97,233 | $4.1M |
| Larch Capital Partners LLC | 0.60% | Add +0.2% | 97,092 | $4.1M |
| Tower Research Capital LLC (TRC) | 0.11% | Add +29.3% | 96,691 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.0% | 94,886 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -13.7% | 92,829 | $3.9M |
| Addison Capital Co | 0.68% | Add +29.1% | 90,121 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -57.2% | 89,383 | $3.8M |
| Bank of Montreal | 0.00% | Reduce -1.6% | 88,774 | $3.8M |
| Fulton Breakefield Broenniman LLC | 0.24% | Add +5.2% | 86,843 | $3.7M |
| Webster Bank, N. A. | 0.34% | Add +7.5% | 84,601 | $3.6M |
| American Wealth Advisors, LLC | 3.71% | Add +2.3% | 84,194 | $3.6M |
| World Investment Advisors | 0.06% | Add +8.3% | 83,027 | $3.5M |
| Old National Bancorp | 0.06% | Add +0.7% | 82,669 | $3.5M |
| Franklin Resources Inc. | 0.00% | Reduce -28.1% | 81,588 | $3.5M |
| Foundations Investment Advisors, LLC | 0.04% | Add +36.6% | 80,297 | $3.4M |
| Prosperity Consulting Group, LLC | 0.15% | Add +1.6% | 79,658 | $3.4M |
| Virtue Capital Management, LLC | 0.50% | Reduce -1.3% | 78,531 | $3.3M |
| Sigma Planning Corp | 0.09% | Add +1.3% | 77,609 | $3.3M |
| Drucker Wealth 3.0, LLC | 0.57% | Reduce -1.6% | 76,804 | $3.2M |
| Flavin Financial Services, Inc. | 2.19% | Add +2.6% | 76,780 | $3.2M |
| Pension & Wealth Management Advisors, Inc. | 0.96% | Add +8.2% | 76,630 | $3.2M |
| Factor Wealth Management LTD | 0.60% | Reduce -30.8% | 75,442 | $3.2M |
| Savvy Advisors, Inc. | 0.09% | Add +269.9% | 75,370 | $3.2M |
| Future Financial Wealth Managment LLC | 2.04% | Reduce -2.4% | 74,217 | $3.2M |
| Insigneo Advisory Services, LLC | 0.22% | Reduce -3.8% | 73,573 | $3.1M |
| Continuum Advisory, LLC | 0.30% | Reduce -0.4% | 73,056 | $3.1M |
| Investments & Financial Planning, LLC | 1.65% | Add +20.4% | 71,535 | $3.0M |
| Gateway Wealth Partners, LLC | 0.12% | New | 71,337 | $3.0M |
| Parcion Private Wealth LLC | 0.19% | Add +1.6% | 70,587 | $3.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +32.4% | 69,034 | $2.9M |
| Endowment Wealth Management, Inc. | 1.28% | Add +22.9% | 68,594 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Add +218.7% | 67,975 | $2.9M |
| Composition Wealth, LLC | 0.04% | Reduce -13.0% | 67,727 | $2.9M |
| Essex LLC | 0.50% | Add +9.4% | 67,499 | $2.9M |
| Etesian Wealth Advisors, Inc. | 0.90% | Add +1.5% | 66,622 | $2.8M |
| Sovran Advisors, LLC | 0.22% | Add +10.2% | 65,864 | $2.8M |
| Owen LaRue, LLC | 1.04% | Reduce -23.6% | 64,306 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +1.3% | 63,297 | $2.7M |
| Center For Asset Management LLC | 1.34% | Reduce -0.7% | 63,610 | $2.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -6.1% | 63,144 | $2.7M |
| Regions Financial Corp. | 0.02% | Add +16.3% | 62,831 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +6.6% | 61,625 | $2.6M |
| StoneX Group Inc. | 0.14% | Add +38.5% | 60,706 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Add +69.7% | 60,396 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +5.3% | 60,357 | $2.6M |
| D L Carlson Investment Group Inc. | 0.43% | Add +5.9% | 59,700 | $2.5M |
| Diversify Wealth Management, LLC | 0.04% | Add +110.4% | 58,741 | $2.5M |
| Guardian Asset Advisors, LLC | 1.42% | Reduce -7.0% | 57,598 | $2.4M |
| PFG Investments, LLC | 0.11% | Reduce -15.7% | 57,243 | $2.4M |
| Strategic Investment Advisors / MI | 0.17% | Add +27.6% | 57,224 | $2.4M |
| S. R. Schill & Associates | 1.54% | Add +7.8% | 53,932 | $2.3M |
| Avior Wealth Management, LLC | 0.06% | Reduce -69.3% | 53,806 | $2.3M |
| Arete Wealth Advisors, LLC | 0.17% | Reduce -3.2% | 53,729 | $2.3M |
| Cordoba Advisory Partners LLC | 0.62% | Reduce -20.8% | 53,213 | $2.3M |
| Chicago Partners Investment Group LLC | 0.05% | Add +13.1% | 52,454 | $2.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.6% | 52,528 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -9.7% | 51,571 | $2.2M |
| Rosenberg Matthew Hamilton | 0.45% | Add +8.5% | 51,523 | $2.2M |
| Mount Lucas Management LP | 0.80% | Add +10.8% | 51,356 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.9% | 51,057 | $2.2M |
| 1834 Investment Advisors Co. | 0.27% | Add +4.0% | 50,242 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.8% | 49,651 | $2.1M |
| Hofer & Associates. Inc | 1.13% | Reduce -0.1% | 49,512 | $2.1M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -4.7% | 48,326 | $2.0M |
| Thrive Capital Management, LLC | 0.45% | Reduce -11.2% | 48,227 | $2.0M |
| Diversified Enterprises, LLC | 0.11% | Add +1.2% | 47,672 | $2.0M |
| Laffer Tengler Investments, Inc. | 0.35% | Add +6.7% | 47,395 | $2.0M |
| Rooted Wealth Advisors, Inc. | 0.53% | Reduce -4.7% | 46,951 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 47,143 | $2.0M |
| TigerOak Management, L.L.C. | 0.63% | Add +85.3% | 47,139 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | No change | 46,980 | $2.0M |
| Impact Partnership Wealth, LLC | 0.24% | Add +31.1% | 46,694 | $2.0M |
| Western Wealth Management, LLC | 0.07% | New | 46,283 | $2.0M |
| HCR Wealth Advisors | 0.20% | Reduce -5.8% | 45,621 | $1.9M |
| Csenge Advisory Group | 0.09% | Add +11.5% | 45,527 | $1.9M |
| Summit Financial, LLC | 0.02% | Add +31.6% | 45,448 | $1.9M |
| Ticino Wealth | 0.66% | Add +87.6% | 40,135 | $1.9M |
| Indivisible Partners | 0.17% | Add +36.9% | 44,582 | $1.9M |
| Sanchez Gaunt Capital Management, LLC | 1.14% | — | 43,068 | $1.8M |
| Squire Investment Management Company, LLC | 0.50% | Add +1.2% | 42,848 | $1.8M |
| Balefire, LLC | 0.33% | Reduce -38.0% | 41,985 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +35.1% | 41,600 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -91.1% | 40,956 | $1.7M |
| Capital Financial Group Inc\co\ | 0.94% | Add +20.0% | 40,419 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 40,066 | $1.7M |
| Brand Asset Management Group, Inc. | 0.44% | Reduce -8.2% | 40,022 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -26.4% | 39,863 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 39,500 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Reduce -76.5% | 39,386 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -50.0% | 38,794 | $1.6M |
| Richardson Financial Services Inc. | 1.01% | Add +0.6% | 38,238 | $1.6M |
| Sandro Wealth Management LLC | 1.29% | Add +4.7% | 38,232 | $1.6M |
| Sterling Investment Counsel, LLC | 0.43% | Add +114.2% | 36,467 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +5.1% | 35,935 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.7% | 35,913 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +1.2% | 35,767 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +1.7% | 35,722 | $1.5M |
| Naples Global Advisors, LLC | 0.11% | Reduce -9.0% | 35,233 | $1.5M |
| TriaGen Wealth Management LLC | 0.41% | Add +4.1% | 35,196 | $1.5M |
| Norden Group LLC | 0.14% | Add +35.9% | 34,904 | $1.5M |
| Carr Financial Group Corp | 0.39% | Reduce -20.7% | 34,898 | $1.5M |
| Guidance Point Advisors, LLC | 0.35% | Add +4.3% | 34,554 | $1.5M |
| Canvas Wealth Advisors, LLC | 0.25% | Add +6.8% | 34,555 | $1.5M |
| Planning Directions Inc. | 0.74% | Reduce -73.3% | 34,459 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Reduce -0.0% | 34,132 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Add +2.3% | 33,900 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +14.8% | 32,976 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +5.9% | 32,424 | $1.4M |
| Western Financial Corp | 0.53% | Reduce -3.2% | 32,154 | $1.4M |
| Bakala Capital LLC | 6.47% | Add +1.2% | 31,799 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +14.9% | 31,649 | $1.3M |
| Summit Wealth Partners, LLC | 0.21% | Reduce -10.7% | 30,724 | $1.3M |
| Alterna Wealth Management, Inc. | 0.97% | Reduce -9.0% | 30,182 | $1.3M |
| Resurgent Financial Advisors LLC | 0.46% | Reduce -4.0% | 30,003 | $1.3M |
| SG Americas Securities, LLC | 0.00% | New | 29,631 | $1.3M |
| Cogent Private Wealth, Inc. | 0.90% | No change | 29,299 | $1.2M |
| Tidal Investments LLC | 0.00% | Reduce -2.1% | 29,162 | $1.2M |
| RMG Wealth Management LLC | 0.14% | New | 28,760 | $1.2M |
| TFB Advisors LLC | 0.64% | Reduce -33.2% | 28,682 | $1.2M |
| Sage Advisory Services, Ltd.Co. | 0.66% | Reduce -76.2% | 28,650 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -80.9% | 28,626 | $1.2M |
| 21 West Wealth Management LLC | 1.12% | Add +1.5% | 28,494 | $1.2M |
| Compound Planning, Inc. | 0.04% | Reduce -45.7% | 28,462 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -86.8% | 28,425 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -14.9% | 27,892 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.0% | 27,432 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.16% | Reduce -47.7% | 26,918 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -1.4% | 26,916 | $1.1M |
| Entelevest, LLC | 1.17% | Reduce -4.6% | 26,841 | $1.1M |
| NorthStar Asset Management LLC | 0.55% | Reduce -0.8% | 26,756 | $1.1M |
| Sierra Capital LLC | 0.12% | Add +205.7% | 26,682 | $1.1M |
| First Hawaiian Bank | 0.16% | Add +0.1% | 26,598 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | Add +1.4% | 26,459 | $1.1M |
| IPG Investment Advisors LLC | 0.19% | Add +99.3% | 26,339 | $1.1M |
| Obsido Oy | 0.67% | Add +8.7% | 26,336 | $1.1M |
| NDWM LLC | 0.70% | Add +2.9% | 25,691 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -1.1% | 25,093 | $1.1M |
| Seaview Investment Managers LLC | 0.38% | Add +96.4% | 24,944 | $1.1M |
| Oakmont Advisory Group, LLC | 1.07% | Reduce -14.5% | 24,942 | $1.1M |
| Kintra Wealth, LLC | 0.07% | New | 24,925 | $1.1M |
| Portfolio Strategies, Inc. | 0.13% | No change | 24,359 | $1.0M |
| Independent Advisor Alliance | 0.01% | New | 24,166 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Add +373.3% | 24,140 | $1.0M |
| Advisor OS, LLC | 0.07% | Add +13.3% | 23,862 | $1.0M |
| Claro Advisors Inc. | 0.12% | Add +6.2% | 23,825 | $1.0M |
| Pinion Investment Advisors, LLC | 0.23% | Reduce -6.8% | 23,758 | $1.0M |
| Prudent Investors Network, Inc. | 0.22% | Reduce -23.4% | 23,407 | $990K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.9% | 23,121 | $978K |
| Everstar Asset Management, LLC | 0.50% | Reduce -3.5% | 22,260 | $942K |
| Blankinship & Foster, LLC | 0.20% | Add +0.8% | 21,689 | $918K |
| Ieq Capital, LLC | 0.00% | Add +0.7% | 21,525 | $911K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -42.0% | 20,622 | $873K |
| Johnson Bixby & Associates, LLC | 0.11% | Reduce -5.3% | 20,563 | $870K |
| AQR Capital Management | 0.00% | New | 20,547 | $869K |
| National Bank of Canada | 0.00% | Add +1.7% | 20,093 | $850K |
| Corient Private Wealth LP | 0.00% | Add +1.9% | 20,222 | $843K |
| Darden Wealth Group Inc | 0.42% | Add +1.6% | 19,633 | $831K |
| Compass Capital Corp. /Ma/ | 0.29% | Add +4.6% | 19,425 | $824K |
| Heritage Family Offices, LLP | 0.36% | Reduce -35.1% | 19,398 | $821K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -8.8% | 19,205 | $816K |
| Round Rock Advisors LLC | 0.12% | Add +2.1% | 19,254 | $815K |
| Alliance Wealth Advisors, LLC | 0.17% | Reduce -22.9% | 19,016 | $805K |
| Alliancebernstein L.P. | 0.00% | Reduce -24.2% | 18,666 | $800K |
| Montecito Bank & Trust | 0.13% | Reduce -1.1% | 18,870 | $798K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +9.9% | 18,671 | $790K |
| VectorGlobal IAG, Inc. | 0.20% | — | 18,603 | $787K |
| Destiny Capital Corp | 0.42% | Add +8.5% | 18,414 | $779K |
| Hunter Associates Investment Management LLC | 0.10% | Add +11.2% | 18,310 | $774K |
| Wellington-Altus USA Inc. | 0.45% | New | 18,100 | $768K |
| Zuckerman Investment Group, LLC | 0.07% | Reduce -4.8% | 17,989 | $761K |
| Red Reef Advisors LLC | 0.79% | Add +3.4% | 17,752 | $751K |
| Kraematon Investment Advisors, Inc. | 0.61% | Reduce -3.1% | 17,718 | $750K |
| First National Trust Co | 0.03% | Reduce -33.9% | 17,714 | $749K |
| Fifth Third Bancorp | 0.00% | Add +219.0% | 17,664 | $747K |
| Tudor Financial Inc. | 0.38% | Add +5.7% | 17,590 | $744K |
| McNamara Financial Services, Inc. | 0.14% | Add +5.7% | 17,252 | $730K |
| City Center Advisors, LLC | 0.66% | Add +6.6% | 16,907 | $715K |
| Portus Wealth Advisors, LLC | 0.67% | Add +4.5% | 16,870 | $714K |
| HSBC Holdings PLC | 0.00% | Add +36.4% | 16,791 | $710K |
| Courage Miller Partners, LLC | 0.20% | Add +1.9% | 16,709 | $707K |
| MMBG Investment Advisors Co. | 0.06% | Reduce -19.6% | 16,633 | $704K |
| Mendel Capital Management LLC | 0.35% | — | 16,622 | $703K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -5.6% | 16,300 | $690K |
| Prospera Financial Services Inc | 0.01% | Add +46.3% | 16,215 | $686K |
| APS Management Group, Inc. | 0.58% | New | 16,130 | $682K |
| Uptick Partners, LLC | 0.14% | Reduce -8.0% | 16,095 | $681K |
| AlphaCore Capital LLC | 0.02% | Add +5.5% | 15,969 | $676K |
| Financial Network Wealth Advisors LLC | 0.68% | Reduce -0.3% | 15,643 | $662K |
| BayBridge Capital Group, LLC | 0.41% | No change | 15,271 | $655K |
| Rossby Financial, LCC | 0.13% | Add +143.3% | 15,198 | $640K |
| Idaho Trust Co | 0.20% | Reduce -8.4% | 14,864 | $629K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 14,836 | $628K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 14,800 | $626K |
| Pacific Excel Wealth Advisors, Inc. | 0.66% | Add +151.3% | 14,775 | $625K |
| Creative Financial Designs Inc. | 0.04% | Add +19.3% | 14,596 | $618K |
| Root Financial Partners, LLC | 0.03% | Add +3.7% | 14,458 | $612K |
| Seeds Investor LLC | 0.08% | New | 14,334 | $611K |
| Vise Technologies, Inc. | 0.01% | No change | 14,098 | $604K |
| Argent Advisors, Inc. | 0.16% | Add +0.1% | 14,080 | $596K |
| Diversify Advisory Services, LLC | 0.09% | Reduce -56.4% | 13,997 | $596K |
| Harbour Investments, Inc. | 0.01% | Add +47.6% | 13,818 | $585K |
| Waystone Advisors LLC | 0.51% | Add +1.3% | 13,607 | $576K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +12.4% | 13,431 | $568K |
| Nwam LLC | 0.03% | Add +0.0% | 13,422 | $568K |
| Financial Management Network Inc. | 0.09% | Reduce -10.8% | 13,184 | $561K |
| TBH Global Asset Management, LLC | 0.11% | Add +60.7% | 13,243 | $560K |
| Secure Asset Management, LLC | 0.09% | Add +1.1% | 13,179 | $558K |
| Beirne Wealth Consulting Services, LLC | 0.16% | Add +34.7% | 13,102 | $554K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 12,907 | $546K |
| David Kennon Inc | 0.20% | Reduce -85.6% | 12,872 | $545K |
| Central Pacific Bank - Trust Division | 0.07% | Add +53.7% | 12,712 | $538K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.7% | 12,662 | $536K |
| Saiph Capital, LLC | 0.20% | Reduce -4.4% | 12,634 | $535K |
| WESPAC Advisors, LLC | 0.29% | Add +2.5% | 12,611 | $534K |
| Private Trust Co. NA | 0.05% | Add +12.9% | 12,233 | $518K |
| Baird Financial Group, Inc. | 0.00% | Add +14.9% | 12,201 | $516K |
| Sheets Smith Wealth Management | 0.06% | Reduce -4.0% | 11,925 | $505K |
| Portland Financial Advisors Inc | 1.05% | Add +2.9% | 11,917 | $504K |
| Disciplined Investments, LLC | 0.18% | Reduce -6.4% | 11,832 | $501K |
| Howard Wealth Management, LLC | 0.20% | Add +13.1% | 11,502 | $487K |
| Silver Oak Securities, Incorporated | 0.04% | Add +3259.9% | 11,390 | $482K |
| Delta Wealth Advisors LLC | 0.36% | Add +4.8% | 11,334 | $480K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -0.5% | 11,238 | $475K |
| Qube Research & Technologies Ltd | 0.00% | Add +281.1% | 11,171 | $473K |
| Comprehensive Money Management Services LLC | 0.30% | Add +10.0% | 10,990 | $465K |
| Maridea Wealth Management LLC | 0.07% | Reduce -9.3% | 10,989 | $465K |
| Copia Wealth Management | 0.32% | Add +4.5% | 10,883 | $460K |
| Eddie Patel Inc | 0.35% | New | 10,882 | $460K |
| Lanark Financial, Inc. | 0.03% | Reduce -12.6% | 10,726 | $454K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -63.4% | 10,712 | $453K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -0.6% | 10,705 | $453K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +1.6% | 10,607 | $449K |
| Brookstone Capital Management | 0.01% | Add +37.5% | 10,580 | $448K |
| Stewardship Advisors, LLC | 0.10% | Reduce -3.4% | 10,556 | $447K |
| Parallel Advisors, LLC | 0.01% | Add +28.5% | 10,513 | $445K |
| Tempo Wealth, LLC | 0.08% | Add +6.4% | 10,412 | $441K |
| TPG Financial Advisors, LLC | 0.14% | Reduce -7.8% | 10,204 | $432K |
| ATX Financial Planning, LLC | 0.33% | Add +6.8% | 10,179 | $431K |
| Ponta Wealth Partners, LLC | 0.35% | New | 10,169 | $430K |
| Integrity Advisory Solutions, LLC | 0.06% | Reduce -11.6% | 10,073 | $426K |
| Independent Financial Group, LLC | 0.01% | Add +14.8% | 10,020 | $424K |
| SouthState Bank Corp | 0.02% | No change | 10,005 | $423K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -1.1% | 9,932 | $420K |
| Procyon Advisors, LLC | 0.02% | New | 9,916 | $420K |
| American Money Management, LLC | 0.07% | New | 9,736 | $412K |
| Wallace Advisory Group, LLC | 0.43% | Reduce -7.9% | 9,622 | $407K |
| Ameriflex Group, Inc. | 0.20% | Add +7.9% | 9,545 | $404K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 9,441 | $399K |
| Merited Wealth, LLC | 0.33% | Add +6.6% | 9,433 | $399K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -38.5% | 9,414 | $398K |
| Curi Capital, LLC | 0.01% | Reduce -13.7% | 9,028 | $382K |
| Redwood Financial Network Corp | 0.25% | No change | 9,009 | $381K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,990 | $380K |
| D.A. Davidson & Co. | 0.00% | No change | 8,911 | $377K |
| PKS Advisory Services, LLC | 0.09% | Add +22.3% | 8,763 | $371K |
| BankPlus Wealth Management LLC | 0.19% | Add +49.1% | 8,738 | $370K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.3% | 8,734 | $370K |
| Optivise Advisory Services LLC | 0.22% | Add +25.8% | 8,705 | $368K |
| North Star Investment Management Corp. | 0.02% | No change | 8,682 | $367K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 8,607 | $364K |
| Wedbush Securities Inc. | 0.01% | Add +38.8% | 8,582 | $363K |
| Brindle & Bay Financial Advisors, LLC | 0.22% | Reduce -45.6% | 8,576 | $363K |
| Core Wealth Advisors, Inc. | 0.09% | New | 8,532 | $361K |
| MRA Advisory Group | 0.15% | Add +0.4% | 8,454 | $358K |
| Global Endowment Management, LP | 0.04% | Reduce -35.2% | 8,276 | $350K |
| CKW Financial Group | 0.04% | Reduce -12.7% | 8,204 | $346K |
| Debussy Capital Management LP | 0.05% | Reduce -1.4% | 8,102 | $343K |
| Cahill Financial Advisors Inc. | 0.04% | Add +18.1% | 7,979 | $338K |
| Third View Private Wealth, LLC | 0.05% | Reduce -10.0% | 7,856 | $332K |
| Premier Path Wealth Partners, LLC | 0.04% | New | 7,784 | $329K |
| Stokes Family Office, LLC | 0.03% | No change | 7,635 | $323K |
| Integrated Capital Management, LLC | 0.14% | Add +1.2% | 7,583 | $321K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -28.7% | 7,559 | $320K |
| Wedmont Private Capital | 0.01% | New | 7,491 | $318K |
| AlphaCentric Advisors LLC | 0.32% | Add +14.8% | 7,524 | $318K |
| Two West Capital Advisors LLC | 0.17% | Add +0.4% | 7,463 | $318K |
| McAdam, LLC | 0.01% | Reduce -6.6% | 7,495 | $317K |
| Independent Wealth Network Inc. | 0.09% | Add +31.8% | 7,495 | $317K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -6.7% | 7,398 | $313K |
| Global View Capital Management LLC | 0.08% | Reduce -26.3% | 7,387 | $313K |
| City National Bank of Florida | 0.19% | No change | 7,337 | $310K |
| Talon Private Wealth, LLC | 0.04% | — | 7,294 | $309K |
| Signal Advisors Wealth, LLC | 0.02% | New | 7,263 | $307K |
| Pointe Capital Management LLC | 0.15% | New | 7,255 | $307K |
| Summit Wealth Group LLC / Co. | 0.03% | Add +54.0% | 7,194 | $304K |
| AE Wealth Management LLC | 0.00% | Reduce -40.0% | 7,159 | $303K |
| John W. Brooker & Co., CPAs | 0.47% | New | 7,116 | $301K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -6.3% | 7,067 | $299K |
| Koshinski Asset Management, Inc. | 0.02% | Add +43.8% | 6,979 | $295K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,820 | $289K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -9.1% | 6,727 | $285K |
| ERn Financial, LLC | 0.05% | Reduce -2.6% | 6,551 | $277K |
| Columbia Bank | 0.08% | Add +5.2% | 6,538 | $277K |
| Buffalo Business & Estate Services Ltd. | 0.04% | Reduce -0.9% | 6,487 | $274K |
| Saxony Capital Management, LLC | 0.16% | Add +0.8% | 6,354 | $269K |
| Captrust Financial Advisors | 0.00% | Reduce -25.6% | 6,339 | $268K |
| WMG Financial Advisors, LLC | 0.11% | New | 6,327 | $268K |
| Bright Futures Wealth Management, LLC. | 0.18% | Add +0.9% | 6,325 | $268K |
| MJP Associates Inc. | 0.03% | No change | 6,319 | $267K |
| Americana Partners, LLC | 0.01% | No change | 6,233 | $264K |
| Journey Retirement Planning & Investment Management LLC | 0.23% | Reduce -75.1% | 6,128 | $259K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -6.9% | 6,122 | $259K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -11.6% | 6,076 | $257K |
| Novare Capital Management LLC | 0.02% | No change | 6,055 | $256K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.0% | 6,053 | $256K |
| Vericrest Private Wealth | 0.23% | Add +0.1% | 5,929 | $251K |
| Waverly Advisors, LLC | 0.00% | Reduce -6.8% | 5,928 | $251K |
| Fiduciary Trust Co | 0.00% | No change | 5,865 | $248K |
| SteelPeak Wealth, LLC | 0.01% | Add +5.1% | 5,854 | $248K |
| One Wealth Capital Management, LLC | 0.11% | Reduce -4.0% | 5,805 | $248K |
| S.E.E.D. Planning Group LLC | 0.07% | Reduce -1.7% | 5,820 | $246K |
| Private Client Services, LLC | 0.07% | Add +3.9% | 5,755 | $243K |
| Shepherd Financial Partners LLC | 0.02% | Reduce -1.1% | 5,747 | $243K |
| United Advisor Group, LLC | 0.03% | Reduce -1.3% | 5,741 | $243K |
| Mosley Wealth Management | 0.11% | Add +0.2% | 5,558 | $241K |
| Beaumont Asset Management, L.L.C. | 0.11% | Add +8.5% | 5,668 | $240K |
| Accurate Wealth Management, LLC | 0.03% | Add +4.6% | 5,618 | $238K |
| Ninety One North America, Inc. | 0.01% | New | 5,607 | $237K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 5,560 | $235K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +4.2% | 5,501 | $233K |
| Peak Retirement Planning, Inc. | 0.05% | Reduce -0.9% | 5,467 | $231K |
| First Foundation Advisors | 0.01% | No change | 5,463 | $231K |
| Buck Wealth Strategies, LLC | 0.03% | Add +1.1% | 5,384 | $228K |
| FOCUS Wealth Advisors, LLC | 0.11% | No change | 5,372 | $227K |
| Brown Advisory Inc. | 0.00% | Reduce -68.7% | 5,330 | $226K |
| Blue Trust, Inc. | 0.00% | Add +4318.3% | 5,302 | $224K |
| Asset One Wealth Management LLC | 0.02% | Reduce -7.9% | 5,218 | $222K |
| Chapin Davis, Inc. | 0.05% | Add +1.1% | 5,170 | $219K |
| Insight Wealth Partners, LLC | 0.09% | Reduce -31.0% | 5,130 | $217K |
| Integrity Wealth Advisors, Inc. | 0.13% | New | 5,119 | $217K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 5,065 | $214K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 5,059 | $214K |
| Objective Capital Management, LLC | 0.22% | Reduce -10.7% | 5,032 | $213K |
| Forum Finance Group S.A. | 0.11% | — | 6,264 | $211K |
| Forza Wealth Management, LLC | 0.07% | No change | 4,975 | $210K |
| Founders Grove Wealth Partners, LLC | 0.05% | Reduce -17.3% | 4,900 | $207K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.8% | 4,886 | $207K |
| Wbi Investments, LLC | 0.06% | Reduce -8.0% | 4,875 | $206K |
| Millington Securities, LLC | 0.06% | — | 4,875 | $206K |
| Revisor Wealth Management LLC | 0.06% | New | 4,866 | $206K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -3.3% | 4,797 | $203K |
| Kastel Capital Advisors, LLC | 0.12% | No change | 4,720 | $202K |
| Timber Creek Capital Management LLC | 0.05% | Reduce -14.6% | 4,740 | $201K |
| Blair William & Co. | 0.00% | Reduce -0.1% | 3,677 | $156K |
| Triumph Capital Management | 0.03% | Add +91.3% | 3,338 | $141K |
| International Assets Investment Management, LLC | 0.01% | Add +0.1% | 3,295 | $139K |
| FMR LLC | 0.00% | Reduce -23.3% | 3,233 | $137K |
| Conquis Financial LLC | 0.11% | Reduce -28.5% | 3,129 | $133K |
| Arax Advisory Partners | 0.00% | Reduce -87.8% | 2,979 | $126K |
| Signature Equity Partners, LLC | 0.07% | Reduce -5.7% | 2,881 | $122K |
| FWL Investment Management, LLC | 0.03% | Add +9.4% | 2,848 | $120K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 2,718 | $115K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +4.3% | 2,703 | $114K |
| Coastline Trust Co | 0.01% | No change | 2,560 | $108K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.0% | 2,432 | $103K |
| EPG Wealth Management LLC | 0.03% | No change | 2,346 | $99K |
| WFA of San Diego, LLC | 0.08% | Add +44.8% | 2,243 | $95K |
| Colonial Trust Co / SC | 0.01% | Reduce -5.2% | 2,200 | $93K |
| Destiny Wealth Partners, LLC | 0.01% | New | 2,040 | $86K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,004 | $85K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,002 | $85K |
| Whittier Trust Co. | 0.00% | Reduce -22.0% | 1,960 | $83K |
| Realta Investment Advisors | 0.03% | Reduce -9.8% | 1,935 | $82K |
| Richardson Capital Management LLC | 0.04% | Reduce -17.1% | 1,784 | $75K |
| Colonial Trust Advisors | 0.01% | No change | 1,735 | $73K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 1,607 | $68K |
| NBT Bank, N.A. | 0.00% | Add +3551.2% | 1,570 | $66K |
| Key Capital Management, INC | 0.04% | Reduce -48.3% | 1,562 | $66K |
| Monetary Solutions, Ltd | 0.06% | No change | 1,540 | $65K |
| KM Capital Management Ltd. | 0.04% | New | 1,524 | $65K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.8% | 1,466 | $62K |
| Signaturefd, LLC | 0.00% | No change | 1,358 | $57K |
| Allworth Financial LP | 0.00% | Add +15.9% | 1,304 | $55K |
| Evolution Wealth Management Inc. | 0.04% | New | 1,234 | $52K |
| Legacy Wealth Managment, LLC | 0.03% | Add +190.1% | 1,204 | $51K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.9% | 1,066 | $45K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 1,040 | $43K |
| Ascentis Independent Advisors | 0.00% | New | 1,000 | $42K |
| NFSG Corp | 0.01% | Add +1.2% | 948 | $40K |
| Spire Wealth Management | 0.00% | Reduce -9.4% | 841 | $36K |
| Golden State Wealth Management, LLC | 0.00% | Add +40.1% | 839 | $36K |
| Pacifica Partners Inc. | 0.01% | No change | 799 | $34K |
| UMB Bank, n.a. | 0.00% | No change | 796 | $34K |
| Magnolia Wealth Management, LLC | 0.02% | New | 789 | $33K |
| Millstone Evans Group, LLC | 0.02% | No change | 785 | $33K |
| WealthShield Partners, LLC | 0.00% | No change | 744 | $31K |
| Godfrey Financial Associates, Inc. | 0.03% | No change | 700 | $30K |
| Consultiva Wealth Management, Corp. | 0.08% | No change | 650 | $28K |
| Wells Financial Advisors INC | 0.12% | Reduce -70.3% | 635 | $27K |
| Cornerstone Financial Management LLC | 0.02% | No change | 620 | $26K |
| Intentional Wealth Strategies, LLC | 0.02% | — | 485 | $21K |
| Founders Financial Alliance, LLC | 0.00% | Add +27.7% | 484 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 483 | $20K |
| Wellington Grp LLC | 0.01% | New | 478 | $20K |
| Investors Research Corp | 0.00% | No change | 455 | $19K |
| Parkside Financial Bank & Trust | 0.00% | No change | 375 | $16K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 365 | $15K |
| Citigroup Inc. | 0.00% | New | 365 | $15K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 356 | $15K |
| Kingdom Financial Group LLC. | 0.00% | New | 356 | $15K |
| Mascoma Wealth Management LLC | 0.00% | No change | 351 | $15K |
| Marshall Investment Management, LLC | 0.01% | New | 313 | $13K |
| Scarborough Advisors, LLC | 0.00% | Add +1.2% | 261 | $11K |
| Key Financial Inc | 0.00% | Reduce -6.3% | 178 | $8K |
| Rothschild Investment LLC | 0.00% | Reduce -7.6% | 171 | $7K |
| Dogwood Wealth Management LLC | 0.00% | Add +445.2% | 169 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -61.1% | 130 | $5K |
| Truvestments Capital LLC | 0.00% | Add +339.3% | 123 | $5K |
| Syntax Research, Inc. | 0.00% | No change | 122 | $5K |
| HFM Investment Advisors, LLC | 0.00% | No change | 120 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $5K |
| First PREMIER Bank | 0.00% | No change | 93 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 77 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 64 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 62 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | New | 60 | $3K |
| Walsh & Associates, LLC | 0.00% | New | 58 | $2K |
| GGM Financial LLC | 0.00% | New | 46 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 36 | $2K |
| Crews Bank & Trust | 0.00% | No change | 36 | $2K |
| PlanVest Financial, Inc | 0.00% | — | 29 | $1K |
| US Bancorp \de | 0.00% | No change | 29 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 26 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 25 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 20 | $1K |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 22 | $931 |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.7% | 20 | $846 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 15 | $635 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 13 | $550 |
| Maseco LLP | 0.00% | No change | 10 | $423 |
| GAMMA Investing LLC | 0.00% | New | 7 | $296 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.5% | 5 | $253 |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 3 | $117 |
| PMV Capital Advisers, LLC | 0.00% | New | 2 | $104 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $42 |
| TD Private Client Wealth LLC | 0.00% | No change | 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.