iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q2 2026 (June 30)573holders +16
59new positions
46sold out
3famous investors
$42.41avg. 13F price*
At the end of Q2 2026, 573 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 16 from Q1 2026. 59 opened new positions and 46 sold out. The largest holders were Royal Bank of Canada ($644.5M), Morgan Stanley ($602.3M) and Assetmark, Inc. ($562.6M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $103.5M |
| Exits | 46 | $102.4M |
All 13F filers, Q1 2026 → Q2 2026: 11,478,442 shares bought and 5,694,390 shares sold, net +5,784,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| Royal Bank of Canada | 0.11% | Add +3.3% | 15,196,742 | $644.5M |
| Morgan Stanley | 0.03% | Add +10.8% | 14,202,496 | $602.3M |
| Assetmark, Inc. | 0.97% | Add +5.4% | 13,266,671 | $562.6M |
| Empower Advisory Group, LLC | 1.32% | Add +7.9% | 13,050,164 | $553.5M |
| Japan Science & Technology Agency | 3.57% | No change | 4,450,000 | $188.7M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 4,226,615 | $179.3M |
| LPL Financial LLC | 0.03% | Add +10.6% | 3,384,414 | $143.5M |
| Wealthfront Advisers LLC | 0.22% | Add +38.8% | 2,681,442 | $113.7M |
| Nepc LLC | 2.08% | No change | 2,632,283 | $111.6M |
| Bank of America Corp. | 0.01% | Add +2.1% | 2,623,843 | $111.3M |
| Bramshill Investments, LLC | 6.84% | Add +0.8% | 2,108,580 | $89.4M |
| Mercer Global Advisors Inc. | 0.11% | Add +13.3% | 2,034,737 | $86.3M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -26.5% | 1,916,056 | $81.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -6.0% | 1,597,404 | $67.7M |
| Nomura Asset Management Co. Ltd. | 0.14% | Reduce -0.3% | 1,573,240 | $66.7M |
| Arch Capital Group LTD. | 22.32% | No change | 1,531,250 | $64.9M |
| Wells Fargo & Company | 0.01% | Add +35.0% | 1,521,375 | $64.5M |
| Bank of New York Mellon Corp | 0.01% | Add +2.5% | 1,178,652 | $50.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | No change | 1,077,221 | $45.7M |
| Sound Income Strategies, LLC | 1.94% | Add +0.3% | 1,017,630 | $43.2M |
| Cetera Investment Advisers | 0.04% | Add +13.4% | 990,960 | $42.0M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -10.5% | 879,237 | $37.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.4% | 837,457 | $35.5M |
| UBS Group AG | 0.01% | Add +2.7% | 761,939 | $32.3M |
| Mariner, LLC | 0.03% | Add +4.0% | 726,574 | $30.8M |
| Scotia Capital Inc. | 0.11% | Add +15.8% | 671,455 | $28.5M |
| Capstone Investment Advisors, LLC | 0.23% | New | 598,401 | $25.4M |
| Ninety One UK Ltd | 0.06% | No change | 579,677 | $24.6M |
| Baker Avenue Asset Management, LP | 0.46% | Add +4.9% | 574,072 | $24.3M |
| High Probability Advisors, LLC | 2.58% | Add +6.6% | 568,588 | $24.1M |
| Financial Gravity Companies, Inc. | 3.86% | — | 560,230 | $23.8M |
| HighTower Advisors, LLC | 0.02% | Add +0.7% | 553,158 | $23.5M |
| Creative Planning | 0.01% | Add +4.8% | 552,453 | $23.4M |
| Park Avenue Securities LLC | 0.14% | Reduce -5.8% | 512,389 | $21.7M |
| Matthew Goff Investment Advisor, LLC | 3.45% | New | 482,367 | $20.5M |
| MML Investors Services, LLC | 0.04% | Add +31.8% | 480,840 | $20.4M |
| Atwood & Palmer Inc. | 1.05% | Add +1.7% | 465,716 | $19.8M |
| BlueSky Wealth Advisors, LLC | 2.23% | Add +8.6% | 453,800 | $19.2M |
| American Century Companies Inc. | 0.01% | Reduce -18.4% | 444,098 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +2.6% | 442,322 | $18.8M |
| Legacy Financial Group LLC | 2.11% | Add +6.5% | 441,195 | $18.7M |
| Osaic Holdings, Inc. | 0.02% | Add +7.0% | 437,857 | $18.6M |
| Advisors Capital Management, LLC | 0.20% | Add +12.2% | 431,186 | $18.3M |
| Loomis Sayles & Co. L P | 0.02% | Add +156.0% | 394,915 | $16.7M |
| MAI Capital Management | 0.06% | Add +2.4% | 393,300 | $16.7M |
| Mgo One Seven LLC | 0.27% | Add +26.3% | 382,042 | $16.2M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Add +67.2% | 381,033 | $16.2M |
| Carr Financial Group Corp | 3.68% | Add +978.9% | 376,508 | $16.0M |
| KilterHowling LLC | 6.97% | Add +2.1% | 366,816 | $15.6M |
| Cascade Wealth Advisors, Inc | 6.15% | Add +3.3% | 363,259 | $15.3M |
| Trivium Point Advisory, LLC | 1.37% | Add +24.3% | 354,915 | $15.1M |
| Ascent Group, LLC | 0.43% | Add +74.7% | 337,135 | $14.3M |
| Belpointe Asset Management LLC | 0.47% | Add +9.9% | 337,014 | $14.3M |
| Sweeney & Michel, LLC | 3.74% | Add +0.8% | 337,554 | $14.2M |
| Truist Financial Corp. | 0.02% | Add +5.3% | 316,580 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +10.9% | 314,777 | $13.3M |
| Foronjy Financial LLC | 4.72% | Add +5.3% | 302,880 | $12.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +21.1% | 297,786 | $12.6M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -2.2% | 285,175 | $12.1M |
| S&A Financial Services, Inc. | 7.26% | Add +2.0% | 280,282 | $11.9M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +7.6% | 278,424 | $11.8M |
| Integrated Wealth Concepts LLC | 0.08% | Add +28.5% | 277,034 | $11.7M |
| Peak Financial Management, Inc. | 2.64% | Add +4.2% | 271,489 | $11.5M |
| Clearstead Advisors, LLC | 0.11% | New | 271,154 | $11.5M |
| Twelve Points Wealth Management LLC | 2.30% | Add +4.8% | 270,157 | $11.5M |
| Freestate Advisors LLC | 8.40% | Add +1.4% | 265,076 | $11.2M |
| Waterloo Capital, L.P. | 0.61% | Add +5.0% | 253,825 | $10.8M |
| Powers Advisory Group, LLC | 3.34% | Add +6.5% | 251,518 | $10.7M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 250,360 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.0% | 247,013 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.2% | 244,899 | $10.4M |
| Pathstone Holdings, LLC | 0.03% | Reduce -3.9% | 231,176 | $9.8M |
| Kitching Partners, LLC | 8.35% | Add +1.7% | 229,252 | $9.7M |
| Merit Financial Group, LLC | 0.06% | Add +5.5% | 215,454 | $9.1M |
| Cascade Financial Partners, LLC | 0.79% | Add +3.7% | 215,130 | $9.1M |
| Coral Wealth Management, LLC | 7.42% | New | 213,527 | $9.1M |
| Portside Wealth Group, LLC | 1.04% | Add +10.8% | 209,365 | $8.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +400.8% | 208,317 | $8.8M |
| Curtis Advisory Group, LLC | 1.69% | Add +17.1% | 205,212 | $8.7M |
| Integrity Alliance, Llc. | 0.27% | Add +58.6% | 203,697 | $8.6M |
| Ritholtz Wealth Management | 0.13% | Add +5.1% | 201,089 | $8.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.22% | Add +20.7% | 196,542 | $8.3M |
| Redhawk Wealth Advisors, Inc. | 0.75% | Add +19.6% | 180,364 | $7.6M |
| Towercrest Capital Management | 1.04% | Reduce -0.1% | 175,323 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -1.4% | 173,081 | $7.3M |
| Smith Salley Wealth Management | 0.32% | Reduce -2.3% | 171,419 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +9.4% | 171,156 | $7.3M |
| Alexis Investment Partners, LLC | 4.24% | Add +3.6% | 171,006 | $7.3M |
| Avior Wealth Management, LLC | 0.19% | Add +214.2% | 169,050 | $7.2M |
| Livet Wealth, LLC | 4.12% | Add +7.9% | 168,489 | $7.1M |
| Arkadios Wealth Advisors | 0.11% | Add +8.0% | 162,058 | $6.9M |
| Hudock, Inc. | 0.86% | Add +3.5% | 157,723 | $6.7M |
| RiverFront Investment Group, LLC | 0.09% | Reduce -2.9% | 154,635 | $6.6M |
| Independent Solutions Wealth Management, LLC | 0.85% | Add +3.0% | 154,051 | $6.5M |
| BridgePort Financial Solutions, LLC | 1.58% | Add +2.1% | 146,455 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +21.4% | 145,486 | $6.2M |
| Manske Wealth Management | 1.53% | Add +24.5% | 145,122 | $6.2M |
| Portfolio Design Labs, LLC | 1.00% | New | 143,624 | $6.1M |
| Courier Capital LLC | 0.30% | Add +4.9% | 142,466 | $6.0M |
| Alliance Wealth Management Group | 1.17% | Reduce -0.1% | 142,228 | $6.0M |
| CreativeOne Wealth, LLC | 0.13% | Add +34.1% | 140,602 | $6.0M |
| Gallagher Fiduciary Advisors, LLC | 0.18% | Add +2.1% | 129,960 | $5.5M |
| Investment Partners, LTD. | 1.70% | Add +11.1% | 128,135 | $5.4M |
| Norris Financial Group, LLC | 2.16% | Add +5.1% | 128,011 | $5.4M |
| Cadent Capital Advisors, LLC | 1.12% | Add +10.4% | 127,431 | $5.4M |
| Insigneo Advisory Services, LLC | 0.20% | Add +70.3% | 125,264 | $5.3M |
| Madden Advisory Services, Inc. | 1.87% | Add +1.9% | 123,071 | $5.2M |
| Level Financial Advisors | 1.16% | Add +1.8% | 122,620 | $5.2M |
| Fairview Capital Investment Management, LLC | 0.27% | Reduce -7.0% | 120,358 | $5.1M |
| Adell Harriman & Carpenter Inc. | 0.26% | Add +0.8% | 120,304 | $5.1M |
| Jmac Enterprises LLC | 0.85% | Add +10.9% | 118,278 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +32.8% | 118,658 | $5.0M |
| Friedenthal Financial | 2.29% | Add +7.5% | 116,854 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 112,482 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +2.6% | 112,342 | $4.8M |
| Sigma Investment Counselors Inc. | 0.22% | Reduce -1.6% | 108,428 | $4.6M |
| Global Retirement Partners, LLC | 0.07% | — | 108,328 | $4.6M |
| Apollon Wealth Management, LLC | 0.05% | Add +1093.6% | 104,252 | $4.4M |
| SageView Advisory Group, LLC | 0.14% | Add +1.2% | 103,914 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.3% | 102,404 | $4.3M |
| One Capital Management, LLC | 0.12% | No change | 100,838 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.4% | 99,980 | $4.2M |
| EFG International AG | 0.08% | Add +1.2% | 98,746 | $4.2M |
| Larch Capital Partners LLC | 0.59% | Add +0.3% | 97,387 | $4.1M |
| Addison Capital Co | 0.65% | Add +4.0% | 93,733 | $4.0M |
| Optiver Holding B.V. | 0.06% | New | 91,248 | $3.9M |
| City Holding Co. | 0.43% | Reduce -6.7% | 90,746 | $3.8M |
| StoneX Group Inc. | 0.15% | Add +48.8% | 90,323 | $3.8M |
| Bank of Montreal | 0.00% | Add +1.6% | 90,239 | $3.8M |
| Fulton Breakefield Broenniman LLC | 0.22% | Add +2.7% | 89,168 | $3.8M |
| Flavin Financial Services, Inc. | 2.11% | Add +13.5% | 87,140 | $3.7M |
| American Wealth Advisors, LLC | 3.40% | Add +1.5% | 85,462 | $3.6M |
| Webster Bank, N. A. | 0.31% | Add +0.9% | 85,370 | $3.6M |
| Mutual Advisors, LLC | 0.07% | Add +24.9% | 84,938 | $3.6M |
| Old National Bancorp | 0.07% | Add +2.1% | 84,371 | $3.6M |
| Foundations Investment Advisors, LLC | 0.04% | Add +4.8% | 84,136 | $3.6M |
| Continuum Advisory, LLC | 0.29% | Add +14.5% | 83,621 | $3.5M |
| Drucker Wealth 3.0, LLC | 0.56% | Add +8.6% | 83,420 | $3.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -62.7% | 83,332 | $3.5M |
| Dakota Wealth Management | 0.07% | New | 81,927 | $3.5M |
| Prosperity Consulting Group, LLC | 0.13% | Add +1.2% | 80,626 | $3.4M |
| World Investment Advisors | 0.05% | Reduce -5.7% | 78,327 | $3.3M |
| Pension & Wealth Management Advisors, Inc. | 0.87% | Reduce -0.6% | 76,211 | $3.2M |
| Investments & Financial Planning, LLC | 1.48% | Add +3.2% | 73,848 | $3.1M |
| Virtue Capital Management, LLC | 0.41% | Reduce -7.8% | 72,397 | $3.1M |
| Future Financial Wealth Managment LLC | 1.91% | Reduce -2.0% | 72,749 | $3.1M |
| Parcion Private Wealth LLC | 0.17% | Add +1.7% | 71,771 | $3.0M |
| Sovran Advisors, LLC | 0.22% | Add +7.6% | 70,859 | $3.0M |
| Endowment Wealth Management, Inc. | 1.15% | Add +2.2% | 70,113 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +13.2% | 69,739 | $3.0M |
| Essex LLC | 0.44% | Add +2.3% | 69,068 | $2.9M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.4% | 68,036 | $2.9M |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -5.8% | 67,197 | $2.8M |
| Regions Financial Corp. | 0.02% | Add +6.5% | 66,901 | $2.8M |
| Composition Wealth, LLC | 0.03% | Reduce -2.1% | 66,297 | $2.8M |
| Etesian Wealth Advisors, Inc. | 0.83% | Reduce -0.8% | 66,105 | $2.8M |
| Arete Wealth Advisors, LLC | 0.19% | Add +23.0% | 66,095 | $2.8M |
| Center For Asset Management LLC | 1.23% | Add +2.4% | 65,132 | $2.8M |
| TigerOak Management, L.L.C. | 0.78% | Add +38.1% | 65,092 | $2.8M |
| Alterna Wealth Management, Inc. | 1.58% | Add +115.3% | 64,987 | $2.8M |
| D L Carlson Investment Group Inc. | 0.43% | Add +7.2% | 64,010 | $2.7M |
| Impact Partnership Wealth, LLC | 0.26% | Add +36.7% | 63,836 | $2.7M |
| S. R. Schill & Associates | 1.60% | Add +15.8% | 62,467 | $2.6M |
| Sigma Planning Corp | 0.07% | Reduce -21.3% | 61,071 | $2.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -3.7% | 60,804 | $2.6M |
| PFG Investments, LLC | 0.10% | Add +5.0% | 60,089 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -1.6% | 59,412 | $2.5M |
| Guardian Asset Advisors, LLC | 1.16% | Add +3.1% | 59,397 | $2.5M |
| Rosenberg Matthew Hamilton | 0.47% | Add +15.0% | 59,273 | $2.5M |
| Capital Financial Group Inc\co\ | 1.31% | Add +46.0% | 59,012 | $2.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +14.4% | 58,982 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +22.9% | 57,921 | $2.5M |
| Diversified Enterprises, LLC | 0.12% | Add +20.0% | 57,208 | $2.4M |
| Owen LaRue, LLC | 0.84% | Reduce -11.7% | 56,799 | $2.4M |
| Chicago Partners Investment Group LLC | 0.05% | Add +9.2% | 57,282 | $2.4M |
| Arax Advisory Partners | 0.02% | Add +1748.4% | 55,063 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.5% | 54,363 | $2.3M |
| Cordoba Advisory Partners LLC | 0.49% | Add +1.5% | 54,019 | $2.3M |
| Savvy Advisors, Inc. | 0.05% | Reduce -28.3% | 54,010 | $2.3M |
| Crabel Capital Management, LLC | 1.67% | New | 53,901 | $2.3M |
| Squire Investment Management Company, LLC | 0.55% | Add +24.7% | 53,422 | $2.3M |
| Ticino Wealth | 0.71% | Add +32.5% | 53,166 | $2.3M |
| Strategic Investment Advisors / MI | 0.14% | Reduce -7.6% | 52,857 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Reduce -13.6% | 52,159 | $2.2M |
| Mount Lucas Management LP | 0.79% | Add +1.3% | 52,003 | $2.2M |
| Thrive Capital Management, LLC | 0.42% | Add +7.7% | 51,924 | $2.2M |
| 1834 Investment Advisors Co. | 0.25% | Add +2.8% | 51,633 | $2.2M |
| Atria Investments, Inc | 0.02% | Add +25.1% | 51,241 | $2.2M |
| Geneos Wealth Management Inc. | 0.04% | Add +5.0% | 50,725 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -20.1% | 50,602 | $2.1M |
| Hofer & Associates. Inc | 1.03% | Add +1.8% | 50,392 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -50.8% | 49,876 | $2.1M |
| Zuckerman Investment Group, LLC | 0.18% | Add +177.2% | 49,872 | $2.1M |
| Diversify Advisory Services, LLC | 0.04% | Add +255.6% | 49,779 | $2.1M |
| Diversify Wealth Management, LLC | 0.04% | Reduce -15.3% | 49,779 | $2.1M |
| Summit Financial, LLC | 0.02% | Add +8.6% | 49,376 | $2.1M |
| Balefire, LLC | 0.33% | Add +11.9% | 46,998 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | No change | 46,980 | $2.0M |
| Csenge Advisory Group | 0.08% | Reduce -0.5% | 45,314 | $1.9M |
| GeoWealth Management, LLC | 0.06% | Add +12.8% | 44,418 | $1.9M |
| Western Wealth Management, LLC | 0.06% | Reduce -4.3% | 44,272 | $1.9M |
| Laffer Tengler Investments, Inc. | 0.28% | Reduce -6.8% | 44,195 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +32.2% | 43,591 | $1.8M |
| Arq Wealth Advisors, LLC | 0.23% | New | 43,710 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +109.7% | 43,235 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.9% | 42,694 | $1.8M |
| RMG Wealth Management LLC | 0.19% | Add +48.6% | 42,730 | $1.8M |
| HCR Wealth Advisors | 0.16% | Reduce -9.3% | 41,400 | $1.8M |
| Sanchez Gaunt Capital Management, LLC | 0.97% | Reduce -4.6% | 41,070 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +2.3% | 40,985 | $1.7M |
| AXS Investments LLC | 0.49% | New | 40,465 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -18.8% | 40,298 | $1.7M |
| Sierra Capital LLC | 0.16% | Add +49.6% | 39,915 | $1.7M |
| Brand Asset Management Group, Inc. | 0.37% | Reduce -0.9% | 39,652 | $1.7M |
| Sandro Wealth Management LLC | 1.19% | Add +1.3% | 38,722 | $1.6M |
| Richardson Financial Services Inc. | 0.92% | Reduce -0.4% | 38,069 | $1.6M |
| Factor Wealth Management LTD | 0.24% | Reduce -49.6% | 38,018 | $1.6M |
| Sterling Investment Counsel, LLC | 0.37% | Add +1.6% | 37,038 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +2.1% | 36,491 | $1.5M |
| Guidance Point Advisors, LLC | 0.33% | Add +5.0% | 36,281 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +0.4% | 35,914 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +119.0% | 35,516 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -11.1% | 35,437 | $1.5M |
| Planning Directions Inc. | 0.69% | Add +2.3% | 35,255 | $1.5M |
| TriaGen Wealth Management LLC | 0.37% | Reduce -0.8% | 34,932 | $1.5M |
| Canvas Wealth Advisors, LLC | 0.21% | Add +0.3% | 34,663 | $1.5M |
| Seaview Investment Managers LLC | 0.43% | Add +37.5% | 34,307 | $1.5M |
| Western Financial Corp | 0.42% | Add +6.4% | 34,214 | $1.5M |
| Naples Global Advisors, LLC | 0.09% | Reduce -4.7% | 33,583 | $1.4M |
| Columbia Bank | 0.32% | Add +406.9% | 33,144 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.1% | 32,948 | $1.4M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -3.0% | 32,899 | $1.4M |
| Bakala Capital LLC | 6.10% | Add +3.4% | 32,864 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -9.7% | 32,452 | $1.4M |
| 49 Wealth Management, LLC | 0.26% | New | 32,444 | $1.4M |
| Alongside, LLC | 0.26% | — | 32,444 | $1.4M |
| Obsido Oy | 0.73% | Add +21.7% | 32,060 | $1.4M |
| NorthStar Asset Management LLC | 0.29% | Add +17.8% | 31,516 | $1.3M |
| Compound Planning, Inc. | 0.03% | Add +9.8% | 31,252 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -4.2% | 31,069 | $1.3M |
| Millennium Management | 0.00% | New | 30,575 | $1.3M |
| TFB Advisors LLC | 0.56% | Add +4.9% | 30,084 | $1.3M |
| Claro Advisors Inc. | 0.13% | Add +25.2% | 29,822 | $1.3M |
| Principal Securities, Inc. | 0.01% | Add +3.2% | 29,335 | $1.2M |
| Cogent Private Wealth, Inc. | 0.78% | No change | 29,299 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.1% | 29,150 | $1.2M |
| 21 West Wealth Management LLC | 1.05% | Add +2.0% | 29,071 | $1.2M |
| Tidal Investments LLC | 0.00% | No change | 29,162 | $1.2M |
| Resurgent Financial Advisors LLC | 0.34% | Reduce -3.6% | 28,912 | $1.2M |
| Sage Advisory Services, Ltd.Co. | 0.60% | No change | 28,650 | $1.2M |
| Summit Wealth Partners, LLC | 0.17% | Reduce -8.1% | 28,228 | $1.2M |
| Level Four Advisory Services, LLC | 0.03% | Add +1.1% | 28,187 | $1.2M |
| Entelevest, LLC | 1.04% | Add +4.8% | 28,130 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.15% | Add +2.8% | 27,682 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.8% | 27,640 | $1.2M |
| Norden Group LLC | 0.10% | Reduce -21.5% | 27,411 | $1.2M |
| IPG Investment Advisors LLC | 0.17% | Add +3.9% | 27,378 | $1.2M |
| NorthRock Partners, LLC | 0.02% | New | 27,200 | $1.2M |
| JFS Wealth Advisors, LLC | 0.06% | Add +1.5% | 26,849 | $1.1M |
| First Hawaiian Bank | 0.14% | Add +0.1% | 26,628 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | New | 25,430 | $1.1M |
| SouthState Bank Corp | 0.04% | Add +151.6% | 25,177 | $1.1M |
| Oakmont Advisory Group, LLC | 0.89% | Add +0.7% | 25,114 | $1.1M |
| Portfolio Strategies, Inc. | 0.10% | Add +0.9% | 24,589 | $1.0M |
| Kintra Wealth, LLC | 0.05% | Reduce -1.8% | 24,468 | $1.0M |
| Pinion Investment Advisors, LLC | 0.19% | Add +0.7% | 23,932 | $1.0M |
| Seeds Investor LLC | 0.10% | Add +66.1% | 23,811 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -6.2% | 22,656 | $961K |
| Advisor OS, LLC | 0.06% | Reduce -6.5% | 22,303 | $946K |
| Everstar Asset Management, LLC | 0.46% | No change | 22,260 | $944K |
| Blankinship & Foster, LLC | 0.19% | Add +1.2% | 21,940 | $930K |
| SHP Wealth Management | 0.06% | Reduce -95.9% | 21,650 | $918K |
| Darden Wealth Group Inc | 0.36% | Add +8.2% | 21,239 | $901K |
| National Bank of Canada | 0.00% | Add +5.1% | 21,113 | $896K |
| Wallace Advisory Group, LLC | 0.84% | Add +119.5% | 21,117 | $896K |
| Independent Wealth Network Inc. | 0.23% | Add +179.4% | 20,942 | $888K |
| AQR Capital Management | 0.00% | Add +1.4% | 20,835 | $884K |
| Destiny Capital Corp | 0.41% | Add +11.5% | 20,534 | $871K |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 20,194 | $856K |
| Uptick Partners, LLC | 0.13% | Add +22.5% | 19,721 | $836K |
| Creative Financial Designs Inc. | 0.04% | Add +34.5% | 19,625 | $832K |
| Compass Capital Corp. /Ma/ | 0.27% | Add +1.0% | 19,622 | $828K |
| Tudor Financial Inc. | 0.37% | Add +10.5% | 19,438 | $824K |
| HBK Sorce Advisory LLC | 0.02% | Add +1.8% | 19,545 | $823K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +3.0% | 19,233 | $816K |
| City Center Advisors, LLC | 0.66% | Add +13.7% | 19,223 | $815K |
| Ieq Capital, LLC | 0.00% | Reduce -10.8% | 19,208 | $815K |
| Hunter Associates Investment Management LLC | 0.09% | Add +4.8% | 19,190 | $812K |
| Alliancebernstein L.P. | 0.00% | Add +1.5% | 18,943 | $801K |
| Montecito Bank & Trust | 0.12% | No change | 18,870 | $800K |
| Heritage Oak Wealth Advisors LLC | 0.24% | New | 18,808 | $798K |
| Oasis Advisors, LLC | 0.51% | New | 18,623 | $790K |
| Axxcess Wealth Management, LLC | 0.01% | New | 18,607 | $789K |
| Round Rock Advisors LLC | 0.10% | Reduce -4.0% | 18,484 | $784K |
| Advisory Solutions Group, LLC | 0.27% | — | 18,366 | $779K |
| Financial Network Wealth Advisors LLC | 0.79% | Add +17.3% | 18,350 | $778K |
| APS Management Group, Inc. | 0.59% | Add +13.1% | 18,248 | $774K |
| Citadel Advisors | 0.00% | New | 18,136 | $769K |
| Betterment LLC | 0.00% | Reduce -97.9% | 18,140 | $769K |
| Johnson Bixby & Associates, LLC | 0.09% | Reduce -12.2% | 18,065 | $766K |
| Red Reef Advisors LLC | 0.70% | Add +0.8% | 17,895 | $759K |
| Anchor Bay Capital, Inc. | 0.41% | — | 18,011 | $758K |
| Independent Financial Group, LLC | 0.01% | Add +78.0% | 17,839 | $757K |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 17,716 | $751K |
| First National Trust Co | 0.03% | No change | 17,714 | $751K |
| McNamara Financial Services, Inc. | 0.13% | Add +2.5% | 17,688 | $750K |
| RFG Advisory, LLC | 0.01% | New | 17,047 | $723K |
| Kraematon Investment Advisors, Inc. | 0.53% | Reduce -4.5% | 16,928 | $718K |
| Courage Miller Partners, LLC | 0.19% | Add +0.4% | 16,773 | $711K |
| Mendel Capital Management LLC | 0.32% | Add +0.7% | 16,738 | $710K |
| Portus Wealth Advisors, LLC | 0.58% | Reduce -0.9% | 16,712 | $709K |
| MMBG Investment Advisors Co. | 0.06% | Add +0.4% | 16,703 | $708K |
| Private Advisor Group, LLC | 0.00% | Reduce -57.3% | 16,575 | $703K |
| CIBC Bancorp USA Inc. | 0.00% | Add +125.7% | 15,395 | $697K |
| Diversified Portfolios, Inc. | 0.05% | No change | 16,300 | $691K |
| GK Wealth Management LLC | 0.42% | New | 16,240 | $689K |
| Oppenheimer & Co. Inc. | 0.01% | Add +129.6% | 16,228 | $688K |
| Stratos Wealth Advisors, LLC | 0.04% | New | 16,221 | $688K |
| Bank of Nova Scotia | 0.00% | New | 16,143 | $685K |
| BayBridge Capital Group, LLC | 0.35% | Add +3.8% | 15,849 | $672K |
| Harbour Investments, Inc. | 0.01% | Add +12.9% | 15,607 | $662K |
| S.E.E.D. Planning Group LLC | 0.17% | Add +164.0% | 15,366 | $652K |
| Vise Technologies, Inc. | 0.01% | Add +7.8% | 15,195 | $644K |
| Root Financial Partners, LLC | 0.02% | Add +3.3% | 14,934 | $633K |
| Modern Wealth Management, LLC | 0.01% | New | 14,903 | $632K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 14,836 | $629K |
| AlphaCore Capital LLC | 0.01% | Reduce -7.1% | 14,830 | $629K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 14,800 | $628K |
| Argent Advisors, Inc. | 0.15% | Add +3.2% | 14,529 | $616K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.09% | New | 14,432 | $612K |
| Alliance Wealth Advisors, LLC | 0.11% | Reduce -25.1% | 14,236 | $604K |
| Delta Wealth Advisors LLC | 0.42% | Add +23.8% | 14,030 | $595K |
| Waystone Advisors LLC | 0.44% | Add +3.0% | 14,015 | $594K |
| Baird Financial Group, Inc. | 0.00% | Add +12.9% | 13,776 | $584K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.5% | 13,480 | $572K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +3.6% | 13,377 | $567K |
| Secure Asset Management, LLC | 0.08% | Add +1.3% | 13,346 | $566K |
| Nwam LLC | 0.03% | Reduce -0.7% | 13,333 | $565K |
| TBH Global Asset Management, LLC | 0.10% | Reduce -0.2% | 13,218 | $561K |
| Core Wealth Advisors, Inc. | 0.11% | Add +53.9% | 13,127 | $557K |
| Saiph Capital, LLC | 0.16% | Add +1.7% | 12,844 | $545K |
| Advyzon Investment Management, LLC | 0.04% | Add +35.9% | 12,789 | $542K |
| Private Trust Co. NA | 0.04% | Add +4.1% | 12,733 | $540K |
| IHT Wealth Management, LLC | 0.01% | Reduce -52.7% | 12,729 | $540K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -5.3% | 12,720 | $539K |
| Central Pacific Bank - Trust Division | 0.06% | No change | 12,712 | $539K |
| D.A. Davidson & Co. | 0.00% | Add +41.3% | 12,595 | $534K |
| HSBC Holdings PLC | 0.00% | Reduce -25.4% | 12,521 | $531K |
| Financial Management Network Inc. | 0.08% | Reduce -5.3% | 12,492 | $528K |
| Beirne Wealth Consulting Services, LLC | 0.10% | Reduce -5.3% | 12,401 | $526K |
| WESPAC Advisors, LLC | 0.25% | Reduce -3.0% | 12,234 | $519K |
| Focus Partners Wealth | 0.00% | Reduce -57.4% | 12,207 | $518K |
| Rooted Wealth Advisors, Inc. | 0.13% | Reduce -74.1% | 12,180 | $517K |
| Prudent Investors Network, Inc. | 0.10% | Reduce -48.8% | 11,990 | $508K |
| Fairlight Advisors | 0.41% | — | 11,976 | $508K |
| Sheets Smith Wealth Management | 0.05% | No change | 11,925 | $506K |
| Howard Wealth Management, LLC | 0.19% | Add +3.1% | 11,860 | $503K |
| Disciplined Investments, LLC | 0.16% | Reduce -0.5% | 11,777 | $499K |
| One Wealth Capital Management, LLC | 0.14% | Add +101.2% | 11,678 | $495K |
| Commonwealth Financial Services, LLC | 0.07% | Add +2.9% | 11,568 | $491K |
| Idaho Trust Co | 0.14% | Reduce -22.5% | 11,518 | $488K |
| Portland Financial Advisors Inc | 0.89% | Reduce -3.6% | 11,484 | $487K |
| Worth Financial Advisory Group, LLC | 0.20% | New | 11,234 | $476K |
| Rossby Financial, LCC | 0.09% | Reduce -26.6% | 11,147 | $473K |
| David Kennon Inc | 0.16% | Reduce -13.6% | 11,125 | $472K |
| Copia Wealth Management | 0.28% | Reduce -0.5% | 10,832 | $459K |
| Stewardship Advisors, LLC | 0.10% | Add +2.6% | 10,831 | $459K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +7.5% | 10,831 | $459K |
| NDWM LLC | 0.27% | Reduce -58.1% | 10,769 | $457K |
| Brookstone Capital Management | 0.00% | Add +1.5% | 10,743 | $456K |
| Kinetic Wealth Investment Advisors LLC | 0.21% | — | 10,716 | $454K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.3% | 10,692 | $453K |
| SG Americas Securities, LLC | 0.00% | Reduce -64.0% | 10,660 | $452K |
| Parallel Advisors, LLC | 0.01% | Add +0.7% | 10,583 | $449K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -1.2% | 10,484 | $445K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -58.7% | 10,374 | $440K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -5.0% | 10,171 | $431K |
| Optivise Advisory Services LLC | 0.22% | Add +16.6% | 10,150 | $430K |
| Ponta Wealth Partners, LLC | 0.23% | Reduce -1.1% | 10,055 | $426K |
| TPG Financial Advisors, LLC | 0.13% | Reduce -2.4% | 9,961 | $422K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Add +0.0% | 9,933 | $421K |
| Global View Capital Management LLC | 0.09% | Add +32.4% | 9,782 | $415K |
| American Money Management, LLC | 0.06% | No change | 9,736 | $413K |
| Brindle & Bay Financial Advisors, LLC | 0.21% | Add +13.3% | 9,719 | $412K |
| PKS Advisory Services, LLC | 0.07% | Add +10.0% | 9,641 | $409K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +29.2% | 9,557 | $405K |
| Ameriflex Group, Inc. | 0.16% | Reduce -0.8% | 9,464 | $401K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 9,441 | $400K |
| WMG Financial Advisors, LLC | 0.15% | Add +48.3% | 9,385 | $398K |
| Tempo Wealth, LLC | 0.06% | Reduce -10.7% | 9,298 | $394K |
| AE Wealth Management LLC | 0.00% | Add +26.9% | 9,087 | $385K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,990 | $381K |
| Procyon Advisors, LLC | 0.02% | Reduce -9.8% | 8,947 | $379K |
| Redwood Financial Network Corp | 0.21% | Reduce -0.7% | 8,945 | $379K |
| Comprehensive Money Management Services LLC | 0.24% | Reduce -18.9% | 8,910 | $378K |
| Wedbush Securities Inc. | 0.01% | Add +3.6% | 8,894 | $377K |
| BankPlus Wealth Management LLC | 0.17% | Add +1.2% | 8,843 | $375K |
| CKW Financial Group | 0.04% | Add +7.7% | 8,833 | $373K |
| Curi Capital, LLC | 0.01% | Reduce -3.1% | 8,750 | $371K |
| Peak Retirement Planning, Inc. | 0.06% | Add +58.6% | 8,673 | $368K |
| Savant Capital, LLC | 0.00% | New | 8,671 | $367K |
| Strategic Blueprint, LLC | 0.02% | New | 8,642 | $367K |
| MRA Advisory Group | 0.13% | Add +0.2% | 8,470 | $359K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -83.9% | 8,476 | $359K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -3.3% | 8,320 | $353K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +5.0% | 8,169 | $346K |
| Cahill Financial Advisors Inc. | 0.03% | No change | 7,979 | $338K |
| XML Financial, LLC | 0.02% | New | 7,971 | $338K |
| Talon Private Wealth, LLC | 0.04% | Add +8.0% | 7,875 | $334K |
| Synergy Investment Management, LLC | 0.08% | New | 7,870 | $331K |
| AlphaCentric Advisors LLC | 0.28% | Add +3.4% | 7,783 | $330K |
| Stokes Family Office, LLC | 0.04% | No change | 7,635 | $324K |
| Liberty Capital Management, Inc. | 0.06% | — | 7,562 | $321K |
| Maridea Wealth Management LLC | 0.03% | Reduce -31.9% | 7,483 | $317K |
| Global Endowment Management, LP | 0.03% | Reduce -9.9% | 7,459 | $316K |
| Third View Private Wealth, LLC | 0.04% | Reduce -6.0% | 7,386 | $313K |
| CWA Asset Management Group, LLC | 0.01% | New | 7,294 | $309K |
| Pointe Capital Management LLC | 0.14% | No change | 7,255 | $308K |
| North Star Investment Management Corp. | 0.02% | Reduce -16.4% | 7,255 | $308K |
| John W. Brooker & Co., CPAs | 0.37% | Add +1.9% | 7,252 | $308K |
| Objective Capital Management, LLC | 0.27% | Add +43.8% | 7,237 | $307K |
| Summit Wealth Group LLC / Co. | 0.02% | Reduce -1.6% | 7,080 | $300K |
| Shepherd Financial Partners LLC | 0.02% | Add +20.1% | 6,903 | $293K |
| Pacific Excel Wealth Advisors, Inc. | 0.11% | Reduce -53.5% | 6,869 | $291K |
| Heritage Family Offices, LLP | 0.11% | Reduce -64.6% | 6,869 | $291K |
| Dana Investment Advisors, Inc. | 0.01% | Add +1.1% | 6,801 | $288K |
| Bright Futures Wealth Management, LLC. | 0.19% | Add +7.2% | 6,783 | $288K |
| FOCUS Wealth Advisors, LLC | 0.13% | Add +26.0% | 6,767 | $287K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | New | 6,751 | $286K |
| Integrated Capital Management, LLC | 0.10% | Reduce -11.9% | 6,680 | $283K |
| ERn Financial, LLC | 0.05% | Add +0.8% | 6,603 | $280K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 6,480 | $275K |
| Waverly Advisors, LLC | 0.00% | Add +8.8% | 6,450 | $274K |
| MJP Associates Inc. | 0.03% | No change | 6,319 | $268K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -13.6% | 6,274 | $266K |
| Townsquare Capital LLC | 0.05% | New | 6,246 | $265K |
| Americana Partners, LLC | 0.01% | No change | 6,233 | $264K |
| Sowell Financial Services LLC | 0.01% | Add +2.1% | 6,179 | $262K |
| Saxony Capital Management, LLC | 0.12% | Reduce -3.0% | 6,163 | $261K |
| Flow Traders U.S. LLC | 0.01% | New | 6,152 | $261K |
| Ascent Advisors, LLC | 0.30% | New | 6,174 | $260K |
| Indivisible Partners | 0.01% | Reduce -86.3% | 6,103 | $259K |
| Novare Capital Management LLC | 0.02% | No change | 6,055 | $257K |
| Beaumont Asset Management, L.L.C. | 0.10% | Add +6.2% | 6,018 | $255K |
| Two West Capital Advisors LLC | 0.13% | Reduce -19.8% | 5,988 | $253K |
| Stableford Capital II LLC | 0.09% | New | 5,948 | $252K |
| Vericrest Private Wealth | 0.22% | Add +0.2% | 5,939 | $252K |
| Shelter Rock Management, LLC | 0.24% | New | 5,896 | $250K |
| United Advisor Group, LLC | 0.03% | Add +2.1% | 5,863 | $249K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +5.0% | 5,779 | $245K |
| Accurate Wealth Management, LLC | 0.02% | Add +1.9% | 5,724 | $242K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -25.5% | 5,633 | $239K |
| Ninety One North America, Inc. | 0.01% | No change | 5,607 | $238K |
| Johnson Investment Counsel Inc. | 0.00% | New | 5,603 | $238K |
| BAM Wealth Management, LLC | 0.15% | New | 5,576 | $236K |
| Journey Retirement Planning & Investment Management LLC | 0.18% | Reduce -9.5% | 5,547 | $235K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -20.6% | 5,542 | $235K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 5,539 | $235K |
| First Foundation Advisors | 0.01% | No change | 5,463 | $232K |
| Princeton Global Asset Management LLC | 0.03% | Add +13.4% | 5,438 | $231K |
| WNY Asset Management, LLC | 0.02% | New | 5,415 | $230K |
| Thrivent Financial for Lutherans | 0.00% | Add +8.9% | 5,322 | $226K |
| Blue Trust, Inc. | 0.00% | No change | 5,302 | $225K |
| Chapin Davis, Inc. | 0.04% | Add +1.8% | 5,262 | $223K |
| ATX Financial Planning, LLC | 0.15% | Reduce -48.5% | 5,237 | $222K |
| Walkner Condon Financial Advisors LLC | 0.02% | No change | 5,065 | $215K |
| Sykon Capital LLC | 0.07% | New | 5,050 | $214K |
| Beacon Financial Advisory LLC | 0.04% | Reduce -18.3% | 5,005 | $212K |
| Forza Wealth Management, LLC | 0.06% | No change | 4,975 | $211K |
| Founders Grove Wealth Partners, LLC | 0.04% | Add +1.2% | 4,960 | $210K |
| Asset One Wealth Management LLC | 0.02% | Reduce -6.1% | 4,899 | $207K |
| Captrust Financial Advisors | 0.00% | Reduce -23.6% | 4,845 | $205K |
| Insight Wealth Partners, LLC | 0.03% | Reduce -7.1% | 4,764 | $202K |
| Timber Creek Capital Management LLC | 0.04% | No change | 4,740 | $201K |
| Wedmont Private Capital | 0.01% | Reduce -36.5% | 4,759 | $201K |
| FMR LLC | 0.00% | Add +36.0% | 4,398 | $187K |
| Triumph Capital Management | 0.03% | Add +28.6% | 4,293 | $182K |
| Buck Wealth Strategies, LLC | 0.02% | Reduce -20.4% | 4,288 | $182K |
| Winthrop Capital Management, LLC | 0.04% | Add +17500.0% | 3,520 | $149K |
| International Assets Investment Management, LLC | 0.01% | Add +0.8% | 3,322 | $140K |
| Conquis Financial LLC | 0.11% | No change | 3,129 | $133K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +6.0% | 2,866 | $122K |
| FWL Investment Management, LLC | 0.02% | Reduce -3.1% | 2,759 | $117K |
| Larson Financial Group LLC | 0.00% | Add +1.1% | 2,747 | $117K |
| Signature Equity Partners, LLC | 0.05% | Reduce -5.6% | 2,720 | $115K |
| Mosley Wealth Management | 0.04% | Reduce -52.0% | 2,665 | $113K |
| Whittier Trust Co. | 0.00% | Add +34.1% | 2,629 | $111K |
| Country Trust Bank | 0.00% | New | 2,609 | $111K |
| Coastline Trust Co | 0.01% | No change | 2,560 | $109K |
| Allworth Financial LP | 0.00% | Add +89.0% | 2,464 | $104K |
| CoreCap Advisors, LLC | 0.00% | Add +0.0% | 2,433 | $103K |
| Evolution Advisers, Inc. | 0.04% | New | 2,376 | $100K |
| Colonial Trust Co / SC | 0.01% | No change | 2,200 | $93K |
| EPG Wealth Management LLC | 0.02% | Reduce -7.4% | 2,173 | $92K |
| Realta Investment Advisors | 0.03% | Add +7.0% | 2,070 | $88K |
| Rialto Wealth Management, LLC | 0.02% | Add +0.5% | 2,011 | $85K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 2,004 | $85K |
| Golden State Wealth Management, LLC | 0.01% | Add +118.8% | 1,836 | $78K |
| Richardson Capital Management LLC | 0.03% | Add +1.0% | 1,802 | $76K |
| Colonial Trust Advisors | 0.01% | No change | 1,735 | $74K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.3% | 1,636 | $69K |
| Monetary Solutions, Ltd | 0.06% | No change | 1,540 | $65K |
| Blair William & Co. | 0.00% | Reduce -60.8% | 1,440 | $61K |
| Signaturefd, LLC | 0.00% | No change | 1,358 | $58K |
| Bessemer Group Inc. | 0.00% | New | 1,342 | $57K |
| Pacifica Partners Inc. | 0.02% | Add +62.6% | 1,299 | $55K |
| Evolution Wealth Management Inc. | 0.03% | No change | 1,234 | $52K |
| LFA - Lugano Financial Advisors SA | 0.03% | No change | 1,040 | $44K |
| IFG Advisory, LLC | 0.00% | New | 1,036 | $44K |
| Forum Finance Group S.A. | 0.02% | Reduce -80.6% | 1,214 | $42K |
| US Bancorp \de | 0.00% | Add +3300.0% | 986 | $42K |
| Key Capital Management, INC | 0.02% | Reduce -38.0% | 968 | $41K |
| NFSG Corp | 0.01% | Add +1.8% | 965 | $41K |
| Consultiva Wealth Management, Corp. | 0.09% | Add +45.4% | 945 | $40K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -13.8% | 919 | $39K |
| Spire Wealth Management | 0.00% | No change | 841 | $36K |
| Crewe Advisors LLC | 0.00% | New | 821 | $35K |
| UMB Bank, n.a. | 0.00% | No change | 796 | $34K |
| Millstone Evans Group, LLC | 0.02% | No change | 785 | $33K |
| WealthShield Partners, LLC | 0.00% | No change | 744 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | New | 732 | $31K |
| Blueline Advisors LLC | 0.02% | New | 722 | $31K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 700 | $30K |
| Markowski Investments | 0.01% | — | 695 | $29K |
| Cornerstone Financial Management LLC | 0.02% | Reduce -0.2% | 619 | $26K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.2% | 490 | $21K |
| Fiduciary Financial Advisors | 0.00% | New | 481 | $20K |
| Delta Asset Management LLC | 0.00% | Reduce -3.3% | 467 | $20K |
| Investors Research Corp | 0.00% | No change | 455 | $19K |
| Glen Eagle Advisors, LLC | 0.00% | New | 446 | $19K |
| Montag A & Associates Inc. | 0.00% | New | 445 | $19K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 365 | $15K |
| Citigroup Inc. | 0.00% | No change | 365 | $15K |
| Mascoma Wealth Management LLC | 0.00% | No change | 351 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | New | 338 | $14K |
| Vanguard Advisers Inc. | 0.00% | New | 331 | $14K |
| Dogwood Wealth Management LLC | 0.00% | Add +37.3% | 232 | $10K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 173 | $7K |
| Vima LLC | 0.01% | — | 160 | $7K |
| Sittner & Nelson, LLC | 0.00% | New | 143 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 130 | $6K |
| Syntax Research, Inc. | 0.00% | No change | 122 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $5K |
| Sunrise Financial Services, LLC | 0.00% | New | 115 | $5K |
| Trust Co. of Vermont | 0.00% | — | 114 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -73.3% | 100 | $4K |
| First PREMIER Bank | 0.00% | No change | 93 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +33.9% | 83 | $4K |
| Planning Strategies Inc. | 0.00% | — | 80 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 77 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 64 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 60 | $3K |
| NBT Bank, N.A. | 0.00% | Reduce -96.5% | 55 | $2K |
| Franklin Resources Inc. | 0.00% | Reduce -99.9% | 50 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +130.0% | 46 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 44 | $2K |
| Crews Bank & Trust | 0.00% | No change | 36 | $2K |
| Timbuktu Capital Management, LLC | 0.00% | — | 30 | $1K |
| GGM Financial LLC | 0.00% | Reduce -34.8% | 30 | $1K |
| PlanVest Financial, Inc | 0.00% | No change | 29 | $1K |
| SYM FINANCIAL Corp | 0.00% | New | 26 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 26 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 25 | $1K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 22 | $934 |
| Financial Consulate, Inc. | 0.00% | New | 18 | $764 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -6.7% | 14 | $594 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 13 | $551 |
| Maseco LLP | 0.00% | No change | 10 | $424 |
| GAMMA Investing LLC | 0.00% | No change | 7 | $297 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 5 | $254 |
| Logan Capital Management Inc. | 0.00% | — | 1 | $55 |
| 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.