iShares Broad Usd High YieldUSHYETF
13F holders, Q4 2024 (December 31)548holders +47
72new positions
55sold out
5famous investors
$36.79avg. 13F price*
At the end of Q4 2024, 548 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 47 from Q3 2024. 72 opened new positions and 55 sold out. The largest holders were Prudential PLC ($2.9B), BlackRock, Inc. ($1.7B) and Northern Trust Corp. ($1.6B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Broad Usd High Yield
- CUSIP
- 46435U853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $721.8M |
| Exits | 55 | $285.3M |
All 13F filers, Q3 2024 → Q4 2024: 84,387,998 shares bought and 91,659,399 shares sold, net −7,271,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 548 holders
| Prudential PLC | 14.57% | Add +30.8% | 78,215,540 | $2.9B |
| BlackRock, Inc. | 0.04% | Reduce -13.3% | 47,098,329 | $1.7B |
| Northern Trust Corp. | 0.22% | Add +8.8% | 42,313,571 | $1.6B |
| Wells Fargo & Company | 0.33% | Add +7.5% | 37,109,803 | $1.4B |
| Jones Financial Companies LLLP | 0.68% | Add +7.2% | 19,425,031 | $714.6M |
| Raymond James Financial Inc. | 0.21% | — | 15,459,393 | $568.8M |
| Goldman Sachs Group Inc. | 0.10% | Add +9.4% | 14,744,029 | $542.4M |
| Ilmarinen Mutual Pension Insurance Co | 4.38% | New | 13,880,000 | $510.6M |
| Morgan Stanley | 0.03% | Add +464.4% | 12,812,894 | $471.4M |
| Ocean Park Asset Management, LLC | 12.19% | Add +66.0% | 9,734,838 | $358.1M |
| Japan Science & Technology Agency | 5.56% | Reduce -20.8% | 8,819,906 | $324.5M |
| Counterpoint Mutual Funds LLC | 38.58% | Add +278.1% | 8,401,003 | $309.1M |
| BNP Paribas Financial Markets | 0.23% | Add +57.4% | 8,168,741 | $300.5M |
| Thrivent Financial for Lutherans | 0.57% | Add +10.6% | 7,969,118 | $293.4M |
| Kensington Asset Management, LLC | 10.21% | No change | 4,734,160 | $174.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +15.3% | 4,675,787 | $172.0M |
| Bank of America Corp. | 0.02% | Reduce -0.1% | 4,558,959 | $167.7M |
| Tiaa Trust, National Association | 0.50% | Reduce -4.9% | 4,464,934 | $164.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -93.9% | 3,909,820 | $143.8M |
| LPL Financial LLC | 0.06% | Add +5.0% | 3,837,284 | $141.2M |
| UBS Group AG | 0.03% | Add +1.4% | 3,402,205 | $125.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -6.8% | 3,338,483 | $122.8M |
| State Street Corp. | 0.00% | New | 3,325,000 | $122.3M |
| Nepc LLC | 2.53% | Add +35.3% | 2,563,323 | $94.3M |
| 1832 Asset Management L.P. | 0.15% | Add +93.5% | 2,317,118 | $85.2M |
| State of Wisconsin Investment Board | 0.22% | Reduce -42.0% | 2,316,927 | $85.2M |
| Royal Bank of Canada | 0.02% | Add +247.4% | 2,312,153 | $85.1M |
| SigFig Wealth Management, LLC | 2.92% | Add +2.5% | 2,195,409 | $80.7M |
| Angeles Investment Advisors, LLC | 3.84% | No change | 2,171,000 | $79.9M |
| Clark Capital Management Group, Inc. | 0.53% | Reduce -61.2% | 2,058,308 | $75.7M |
| Allstate Corp. | 2.15% | No change | 1,988,000 | $73.1M |
| Roberts Financial Services LLC | 12.58% | Add +3.4% | 1,812,770 | $66.7M |
| Bank of New York Mellon Corp | 0.01% | Add +7.0% | 1,738,878 | $64.0M |
| 1607 Capital Partners, LLC | 4.93% | Add +15069.1% | 1,668,600 | $61.4M |
| One Capital Management, LLC | 2.02% | Add +4.7% | 1,656,964 | $61.0M |
| Rebalance, LLC | 4.54% | Add +2.7% | 1,650,037 | $60.7M |
| Alaska Permanent Fund Corp | 0.88% | Reduce -23.7% | 1,611,619 | $59.3M |
| Bricktown Capital, LLC | 12.07% | Reduce -16.8% | 1,570,846 | $57.8M |
| Assetmark, Inc. | 0.16% | Add +5.6% | 1,559,511 | $57.4M |
| Osaic Holdings, Inc. | 0.12% | Add +14.1% | 1,482,942 | $54.6M |
| American Century Companies Inc. | 0.03% | No change | 1,480,560 | $54.5M |
| Venturi Wealth Management, LLC | 2.53% | Reduce -18.9% | 1,398,596 | $51.5M |
| Cerity Partners LLC | 0.11% | Add +13.2% | 1,393,182 | $51.3M |
| Mercer Global Advisors Inc. | 0.12% | Add +3.3% | 1,330,416 | $48.9M |
| Koss-Olinger Consulting, LLC | 4.19% | Add +3.8% | 1,298,734 | $47.8M |
| Jane Street Group, LLC | 0.07% | Add +713.2% | 1,159,450 | $42.7M |
| Cwm, LLC | 0.17% | Reduce -0.9% | 1,136,426 | $41.8M |
| Wealthfront Advisers LLC | 0.12% | Reduce -5.6% | 1,121,579 | $41.3M |
| Prime Capital Investment Advisors, LLC | 0.54% | Add +2.7% | 1,006,844 | $37.0M |
| US Bancorp \de | 0.05% | Reduce -2.3% | 975,861 | $35.9M |
| Capital Asset Advisory Services LLC | 1.66% | Add +1.0% | 913,257 | $33.8M |
| Axxcess Wealth Management, LLC | 0.83% | Add +1.0% | 913,905 | $33.6M |
| Prudential Financial Inc. | 0.05% | Reduce -10.4% | 912,516 | $33.6M |
| Deutsche Bank AG | 0.01% | Add +69.2% | 908,227 | $33.4M |
| Potomac Fund Management Inc. | 1.88% | — | 871,863 | $32.1M |
| Partners Capital Investment Group, LLP | 0.86% | Reduce -50.4% | 850,775 | $31.3M |
| Cetera Investment Advisers | 0.06% | Add +6.0% | 764,638 | $28.1M |
| NEOS Investment Management LLC | 0.65% | Add +6.4% | 755,689 | $27.8M |
| Sumitomo Life Insurance Co. | 0.50% | Add +1026.9% | 724,600 | $26.7M |
| Prestige Wealth Management Group LLC | 5.54% | Add +3.9% | 724,597 | $26.7M |
| Mackenzie Financial Corp. | 0.03% | Add +260.5% | 670,889 | $24.7M |
| Stifel Financial Corp. | 0.03% | Add +5.0% | 664,917 | $24.5M |
| Santa Clara Valley Transportation Authority | 22.74% | No change | 614,225 | $22.6M |
| DSC Meridian Capital LP | 16.99% | Reduce -27.1% | 576,428 | $21.2M |
| &partners | 0.25% | Add +185.1% | 569,283 | $21.0M |
| Trek Financial, LLC | 1.49% | Reduce -7.2% | 540,819 | $19.9M |
| Baker Avenue Asset Management, LP | 0.61% | Add +4.6% | 540,344 | $19.9M |
| Loomis Sayles & Co. L P | 0.03% | Add +21.3% | 539,185 | $19.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.0% | 508,742 | $18.7M |
| Neuberger Berman Group LLC | 0.01% | Add +69.8% | 497,948 | $18.3M |
| Clearstead Advisors, LLC | 0.28% | Add +28.9% | 491,880 | $18.1M |
| Phillips Financial Management, LLC | 1.42% | Add +3.6% | 490,595 | $18.0M |
| Nomura Asset Management Co. Ltd. | 0.05% | New | 462,300 | $17.0M |
| Citigroup Inc. | 0.02% | Add +5.3% | 440,166 | $16.2M |
| Equitable Holdings, Inc. | 0.15% | Add +0.2% | 438,721 | $16.1M |
| Y.D. More Investments Ltd | 1.39% | Add +36.8% | 420,123 | $15.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -68.0% | 409,081 | $15.2M |
| Aveo Capital Partners, LLC | 1.65% | Add +149.2% | 410,116 | $15.1M |
| Wedmont Private Capital | 0.77% | Add +5.0% | 396,120 | $14.5M |
| First Command Advisory Services, Inc. | 0.13% | Add +11.6% | 375,460 | $13.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.0% | 355,336 | $13.1M |
| Allegiance Financial Group Advisory Services LLC | 4.13% | Add +8.0% | 346,938 | $12.8M |
| Truist Financial Corp. | 0.02% | Add +33.8% | 330,687 | $12.2M |
| Betterment LLC | 0.03% | Add +29.7% | 318,801 | $11.7M |
| Two Sigma Securities, LLC | 2.09% | Add +129.7% | 312,668 | $11.5M |
| Jefferies Financial Group Inc. | 0.13% | New | 311,710 | $11.5M |
| JTC Employer Solutions Trustee Ltd | 0.81% | No change | 310,219 | $11.4M |
| Principal Financial Group Inc. | 0.01% | Add +17.9% | 308,287 | $11.3M |
| Tidal Investments LLC | 0.09% | New | 302,840 | $11.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.76% | Reduce -4.8% | 294,800 | $10.8M |
| Principal Securities, Inc. | 0.23% | Add +45.3% | 280,270 | $10.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.06% | New | 274,000 | $10.1M |
| Townsquare Capital LLC | 0.11% | Add +3.8% | 273,597 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Add +409.1% | 273,571 | $10.1M |
| Baird Financial Group, Inc. | 0.02% | Add +2.8% | 270,978 | $10.0M |
| Alps Advisors Inc. | 0.06% | Add +0.3% | 267,173 | $9.8M |
| Ethos Financial Group, LLC | 1.27% | Add +1353.0% | 264,068 | $9.7M |
| HRT Financial LP | 0.05% | Reduce -41.8% | 263,579 | $9.7M |
| FC Advisory LLC | 3.23% | Add +3.0% | 262,269 | $9.6M |
| Avidian Wealth Enterprises, LLC | 0.43% | Add +5.1% | 261,397 | $9.6M |
| Heritage Family Offices, LLP | 4.72% | Add +5.8% | 256,955 | $9.5M |
| Fisher Asset Management | 0.00% | Reduce -12.1% | 249,563 | $9.2M |
| OneDigital Investment Advisors LLC | 0.10% | Add +47.0% | 241,177 | $8.9M |
| BTS Asset Management, Inc. | 8.82% | Reduce -5.9% | 239,943 | $8.8M |
| Destiny Wealth Partners, LLC | 1.43% | Add +1.8% | 237,646 | $8.7M |
| New York Life Investment Management LLC | 0.09% | Add +7.3% | 236,595 | $8.7M |
| Trajan Wealth LLC | 0.48% | Add +10.5% | 235,767 | $8.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.8% | 227,812 | $8.4M |
| Creative Planning | 0.01% | Add +3.9% | 224,984 | $8.3M |
| American Trust | 0.63% | Reduce -8.9% | 224,348 | $8.3M |
| Sagespring Wealth Partners, LLC | 0.22% | — | 223,704 | $8.2M |
| Morningstar Investment Services LLC | 0.73% | Reduce -82.6% | 218,839 | $8.1M |
| San Luis Wealth Advisors LLC | 1.51% | Add +5.9% | 217,250 | $8.0M |
| Northeast Financial Group, Inc. | 3.04% | Add +4.8% | 216,357 | $8.0M |
| Sage Advisory Services, Ltd.Co. | 4.71% | Reduce -28.5% | 215,969 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.9% | 215,735 | $7.9M |
| Renaissance Technologies | 0.01% | New | 211,943 | $7.8M |
| Grove Bank & Trust | 1.08% | Add +32.4% | 211,675 | $7.8M |
| Marshall Wace, LLP | 0.01% | New | 210,000 | $7.7M |
| Mechanics Bank Trust Department | 1.02% | Add +1.3% | 207,780 | $7.6M |
| Quantitative Strategies, Inc. | 3.99% | Add +1.0% | 202,822 | $7.5M |
| Parr McKnight Wealth Management Group, LLC | 1.03% | — | 196,200 | $7.2M |
| Riversedge Advisors, LLC | 1.61% | Add +9.1% | 193,424 | $7.1M |
| Fifth Third Securities, Inc. | 0.60% | Add +20.6% | 192,429 | $7.1M |
| Topel & Distasi Wealth Management, LLC | 3.00% | Add +1.2% | 190,627 | $7.0M |
| Howe & Rusling Inc. | 0.60% | Reduce -0.1% | 189,066 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.5% | 184,514 | $6.8M |
| Rwa Wealth Partners, LLC | 0.08% | Add +0.5% | 182,592 | $6.7M |
| Forte Asset Management LLC | 3.36% | Add +1.5% | 171,953 | $6.3M |
| Tolleson Wealth Management, Inc. | 1.29% | Add +1.8% | 171,659 | $6.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +7.5% | 167,151 | $6.2M |
| Founders Financial Securities LLC | 0.55% | Reduce -6.9% | 165,652 | $6.1M |
| Sigma Planning Corp | 0.19% | Add +2.6% | 163,973 | $6.0M |
| Single Point Partners, LLC | 1.39% | Add +6.5% | 163,482 | $6.0M |
| Monument Capital Management | 1.63% | Reduce -4.3% | 160,529 | $5.9M |
| Horizon Investments, LLC | 0.16% | Reduce -6.5% | 155,679 | $5.7M |
| Grey Fox Wealth Advisors, LLC | 1.54% | Add +5.9% | 152,350 | $5.6M |
| UMB Bank, n.a. | 0.09% | Add +14.9% | 146,895 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -15.3% | 145,412 | $5.3M |
| Cornerstone Management, Inc. | 1.03% | Add +5.2% | 145,317 | $5.3M |
| David Kennon Inc | 2.07% | Add +1.7% | 142,814 | $5.3M |
| Comerica Bank | 0.02% | Add +6.8% | 141,948 | $5.2M |
| Paragon Advisors, LLC | 1.76% | Add +25.7% | 139,499 | $5.1M |
| Vise Technologies, Inc. | 0.41% | Add +6.2% | 134,217 | $4.9M |
| Securian Asset Management, Inc. | 0.14% | New | 129,586 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.2% | 126,988 | $4.7M |
| Chesapeake Wealth Management | 1.59% | Add +1.2% | 126,333 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +129.7% | 125,571 | $4.6M |
| Ellevest, Inc. | 0.26% | Add +6.3% | 124,638 | $4.6M |
| National Bank of Canada | 0.01% | Add +0.9% | 122,632 | $4.5M |
| McKinley Carter Wealth Services, Inc. | 0.27% | Add +4.2% | 121,935 | $4.5M |
| Avantax Advisory Services, Inc. | 0.03% | Add +359.5% | 121,053 | $4.5M |
| Hohimer Wealth Management, LLC | 0.80% | Reduce -2.5% | 113,645 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Add +1895.0% | 111,064 | $4.1M |
| Shenkman Capital Management Inc. | 5.65% | Reduce -95.5% | 72,850 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +33.3% | 108,524 | $4.0M |
| CreativeOne Wealth, LLC | 0.12% | Add +5.2% | 107,774 | $4.0M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -91.1% | 105,184 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -18.4% | 104,611 | $3.8M |
| Blue Edge Capital, LLC | 0.60% | Reduce -2.1% | 103,069 | $3.8M |
| FMR LLC | 0.00% | Reduce -85.2% | 102,366 | $3.8M |
| Focus Partners Wealth | 0.01% | Reduce -51.6% | 101,376 | $3.7M |
| HSBC Holdings PLC | 0.00% | Reduce -1.4% | 100,757 | $3.7M |
| Exchange Traded Concepts, LLC | 0.07% | Add +176.1% | 98,538 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +20.4% | 97,651 | $3.6M |
| Financial & Tax Architects, LLC | 0.86% | Add +6.5% | 91,639 | $3.4M |
| Innovative Wealth Building LLC | 2.98% | — | 89,628 | $3.3M |
| Wetzel Investment Advisors, Inc. | 1.64% | Add +9.2% | 89,073 | $3.3M |
| Gibbs Wealth Management | 0.88% | Add +17.9% | 88,378 | $3.3M |
| Q3 Asset Management | 2.02% | Reduce -21.4% | 88,219 | $3.2M |
| SWS Partners | 0.98% | Add +29.0% | 87,633 | $3.2M |
| United Capital Financial Advisors, LLC | 0.03% | Add +217.3% | 86,140 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.1% | 84,010 | $3.1M |
| Guggenheim Capital LLC | 0.03% | Add +14.6% | 83,070 | $3.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | Add +49.9% | 80,305 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -13.1% | 80,164 | $2.9M |
| Brookstone Capital Management | 0.04% | Add +2.5% | 79,170 | $2.9M |
| Wedbush Securities Inc. | 0.10% | Add +0.6% | 78,437 | $2.9M |
| Heritage Oak Wealth Advisors LLC | 1.37% | Add +47.7% | 78,201 | $2.9M |
| Merit Financial Group, LLC | 0.05% | Add +16.4% | 77,466 | $2.8M |
| Hilltop Holdings Inc. | 0.18% | Add +32.2% | 75,598 | $2.8M |
| Kathmere Capital Management, LLC | 0.25% | Reduce -0.4% | 75,377 | $2.8M |
| Millennium Management | 0.00% | Add +173.0% | 74,120 | $2.7M |
| Vicus Capital | 0.24% | Add +8.3% | 72,623 | $2.7M |
| Mgo One Seven LLC | 0.10% | Reduce -11.7% | 71,161 | $2.6M |
| Counterweight Ventures, LLC | 1.80% | Add +3.1% | 69,318 | $2.6M |
| Dodds Wealth, LLC | 0.81% | Add +11.9% | 67,749 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +2.9% | 68,515 | $2.5M |
| Octavia Wealth Advisors, LLC | 0.30% | Add +6.7% | 68,302 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +3.6% | 68,037 | $2.5M |
| Goldstone Financial Group, LLC | 0.39% | Add +63.3% | 67,899 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.7% | 65,506 | $2.4M |
| Tme Financial, Inc. | 2.25% | — | 64,001 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +12.7% | 65,102 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +12.7% | 65,102 | $2.4M |
| Integrated Advisors Network LLC | 0.11% | Add +14.3% | 64,286 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +34.8% | 63,793 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +16.1% | 61,365 | $2.3M |
| Consolidated Portfolio Review Corp | 0.36% | Add +0.8% | 61,310 | $2.3M |
| Global Retirement Partners, LLC | 0.06% | Add +881.3% | 61,078 | $2.2M |
| Balefire, LLC | 0.75% | Reduce -6.7% | 59,800 | $2.2M |
| Asset Allocation Strategies LLC | 0.53% | New | 59,145 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +7.4% | 58,844 | $2.2M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -7.8% | 57,650 | $2.1M |
| Unison Advisors LLC | 0.25% | Add +3.7% | 56,798 | $2.1M |
| World Investment Advisors | 0.06% | Add +8.4% | 55,863 | $2.1M |
| New Wave Wealth Advisors LLC | 0.83% | Add +4.4% | 55,255 | $2.0M |
| Angel Oak Capital Advisors, LLC | 2.66% | — | 54,380 | $2.0M |
| Verus Capital Partners, LLC | 0.19% | Add +2.9% | 54,036 | $2.0M |
| New England Asset Management Inc. | 0.35% | No change | 53,145 | $2.0M |
| Leeward Financial Partners, LLC | 0.67% | Add +6.2% | 51,431 | $1.9M |
| Clarity Capital Partners LLC | 0.97% | Add +4.1% | 51,014 | $1.9M |
| Ascentis Independent Advisors | 0.35% | Add +738.7% | 49,113 | $1.8M |
| State of Wisconsin - Board of Commissioners of Public Lands | 1.14% | No change | 48,550 | $1.8M |
| Cordgrass Capital Advisors, LLC | 0.50% | Reduce -1.2% | 47,189 | $1.7M |
| Union Bancaire Privee, UBP SA | 0.03% | — | 47,000 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +21.3% | 46,797 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Add +63.2% | 46,509 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.13% | Add +30.1% | 46,019 | $1.7M |
| Marcum Wealth, LLC | 0.15% | Reduce -22.0% | 45,629 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -69.8% | 45,195 | $1.7M |
| High Net Worth Advisory Group LLC | 0.46% | Reduce -1.1% | 44,402 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.17% | Add +0.7% | 44,093 | $1.6M |
| Verdence Capital Advisors LLC | 0.13% | Reduce -32.5% | 43,909 | $1.6M |
| WealthCare Investment Partners, LLC | 0.70% | Add +5.3% | 43,339 | $1.6M |
| Twele Capital Management, Inc. | 0.33% | Add +94.3% | 42,647 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | Reduce -67.4% | 41,769 | $1.5M |
| Titleist Asset Management, LLC | 0.17% | Add +69.7% | 41,293 | $1.5M |
| Gotham Asset Management | 0.01% | Add +7.0% | 40,816 | $1.5M |
| M&T Bank Corp | 0.01% | Add +17.7% | 40,527 | $1.5M |
| Spectrum Wealth Counsel, LLC | 0.17% | Add +46.0% | 39,455 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -17.0% | 39,159 | $1.4M |
| Joel Adams & Associates, Inc. | 1.27% | — | 37,948 | $1.4M |
| Primoris Wealth Advisors, LLC | 1.04% | Add +156.6% | 36,950 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +3.5% | 36,327 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -17.0% | 36,183 | $1.3M |
| Quadrature Capital Ltd | 0.03% | New | 35,406 | $1.3M |
| Advisory Alpha, LLC | 0.05% | Reduce -9.0% | 34,933 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 34,807 | $1.3M |
| Sunbelt Securities, Inc. | 0.11% | Add +1.6% | 33,759 | $1.2M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -90.2% | 33,300 | $1.2M |
| TFB Advisors LLC | 0.35% | Add +0.0% | 33,240 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +6.9% | 33,083 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.1% | 32,519 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Add +20.2% | 32,421 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.10% | Reduce -5.3% | 32,169 | $1.2M |
| Old Second National Bank of Aurora | 0.26% | New | 30,608 | $1.1M |
| Good Life Advisors, LLC | 0.08% | Add +2.3% | 29,500 | $1.1M |
| Fiducient Advisors LLC | 0.13% | Reduce -2.1% | 29,356 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Reduce -3.7% | 29,249 | $1.1M |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -14.0% | 27,945 | $1.0M |
| Winch Advisory Services, LLC | 0.26% | Add +9.8% | 27,246 | $1.0M |
| Brighton Jones LLC | 0.03% | Add +26.6% | 27,147 | $999K |
| Occidental Asset Management, LLC | 0.15% | Add +186.8% | 26,820 | $987K |
| Westfuller Advisors, LLC | 0.62% | Add +0.1% | 26,460 | $973K |
| AQR Capital Management | 0.00% | Add +116.8% | 26,342 | $969K |
| Polen Capital Management LLC | 0.00% | No change | 26,300 | $968K |
| Neumann Capital Management, LLC | 0.31% | Add +16.6% | 25,364 | $933K |
| Naples Global Advisors, LLC | 0.09% | Reduce -4.1% | 25,196 | $927K |
| CGN Advisors LLC | 0.09% | Add +19.8% | 25,176 | $926K |
| Charles Schwab Trust Co | 0.08% | Reduce -12.9% | 24,890 | $916K |
| Mutual Advisors, LLC | 0.03% | Reduce -73.5% | 24,465 | $908K |
| F/m Investments LLC | 0.03% | New | 24,036 | $884K |
| Strive Asset Management, LLC | 0.66% | — | 23,960 | $881K |
| Apollon Wealth Management, LLC | 0.02% | Add +5.8% | 23,856 | $878K |
| WealthTrak Capital Management LLC | 0.73% | — | 23,599 | $868K |
| Gladstone Institutional Advisory LLC | 0.04% | New | 23,346 | $859K |
| Condor Capital Management | 0.07% | Reduce -0.1% | 22,930 | $844K |
| Windsor Capital Management, LLC | 0.25% | Add +21.9% | 22,832 | $840K |
| Engineers Gate Manager LP | 0.01% | Reduce -13.0% | 22,732 | $836K |
| Mariner, LLC | 0.00% | Add +39.9% | 22,686 | $835K |
| CAP Partners, LLC | 0.58% | Add +2.0% | 22,307 | $821K |
| RVW Wealth, LLC | 0.08% | Reduce -11.4% | 22,296 | $820K |
| Benjamin Edwards Inc. | 0.01% | Reduce -10.6% | 22,282 | $820K |
| Symmetry Partners, LLC | 0.12% | New | 22,187 | $816K |
| Arkadios Wealth Advisors | 0.04% | Add +15.8% | 22,138 | $814K |
| Janney Montgomery Scott LLC | 0.00% | New | 21,886 | $805K |
| Avior Wealth Management, LLC | 0.03% | Add +15.9% | 21,635 | $796K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -24.8% | 21,582 | $794K |
| Hexagon Capital Partners LLC | 0.14% | Add +13.1% | 21,226 | $781K |
| Kestra Investment Management, LLC | 0.03% | Add +28.0% | 21,048 | $774K |
| Petix & Botte Co | 0.20% | Add +0.2% | 20,474 | $753K |
| Defined Wealth Management, LLC | 0.48% | Add +0.2% | 19,784 | $728K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -25.1% | 19,324 | $711K |
| Pines Wealth Management, LLC | 0.31% | — | 19,183 | $704K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.4% | 19,133 | $704K |
| Strategic Advocates LLC | 0.24% | Reduce -12.6% | 19,086 | $702K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 19,024 | $700K |
| Barnes Wealth Management Group, Inc | 0.47% | — | 18,962 | $698K |
| Portside Wealth Group, LLC | 0.11% | Reduce -3.4% | 18,853 | $694K |
| Independent Advisor Alliance | 0.01% | New | 18,307 | $674K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 18,206 | $670K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +1021.6% | 17,844 | $656K |
| Aldebaran Financial Inc. | 0.76% | New | 17,611 | $648K |
| AMG National Trust Bank | 0.02% | New | 17,335 | $638K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -50.6% | 17,135 | $630K |
| Modera Wealth Management, LLC | 0.01% | Add +1.7% | 17,023 | $626K |
| BlueCrest Capital Management Ltd | 0.04% | New | 16,532 | $608K |
| Provident Wealth Management, LLC | 0.20% | Reduce -7.8% | 16,033 | $590K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -60.0% | 16,000 | $589K |
| Independent Wealth Network Inc. | 0.24% | Reduce -32.6% | 15,795 | $581K |
| RFG Advisory, LLC | 0.02% | Add +28.1% | 15,740 | $579K |
| Roman Butler Fullerton & Co. | 0.18% | New | 15,417 | $576K |
| International Assets Investment Management, LLC | 0.05% | New | 15,122 | $557K |
| Wakefield Asset Management LLLP | 0.19% | Add +6.1% | 15,062 | $554K |
| Adams Wealth Management | 0.11% | Add +20.0% | 15,061 | $554K |
| CacheTech Inc. | 0.10% | Add +20.0% | 15,061 | $554K |
| Bank of Montreal | 0.00% | Add +3.7% | 15,029 | $553K |
| Euro Pacific Asset Management, LLC | 0.12% | No change | 14,875 | $549K |
| MMBG Investment Advisors Co. | 0.06% | No change | 14,440 | $531K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.4% | 14,294 | $528K |
| First PREMIER Bank | 0.13% | Reduce -15.5% | 14,200 | $522K |
| Strategic Blueprint, LLC | 0.03% | Add +0.6% | 14,107 | $519K |
| IHT Wealth Management, LLC | 0.02% | New | 13,996 | $515K |
| Compound Planning, Inc. | 0.03% | Reduce -37.9% | 13,441 | $494K |
| MAI Capital Management | 0.00% | New | 13,415 | $494K |
| Harbour Investments, Inc. | 0.01% | Add +3.2% | 13,321 | $490K |
| PFG Investments, LLC | 0.03% | Reduce -22.6% | 13,140 | $483K |
| IFP Advisors, Inc | 0.02% | Add +23.7% | 13,059 | $480K |
| Argent Trust Co | 0.02% | Reduce -22.4% | 12,867 | $473K |
| XTX Topco Ltd | 0.04% | New | 12,804 | $471K |
| EP Wealth Advisors, LLC | 0.00% | New | 12,649 | $465K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.8% | 12,612 | $464K |
| Summit Financial, LLC | 0.02% | Reduce -23.9% | 12,055 | $444K |
| Genesee Capital Advisors, LLC | 0.20% | Reduce -13.9% | 11,829 | $435K |
| Foundations Investment Advisors, LLC | 0.01% | Add +31.1% | 11,643 | $428K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Add +69.5% | 11,580 | $426K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -7.9% | 11,484 | $422K |
| Venture Visionary Partners LLC | 0.02% | Add +0.7% | 11,236 | $413K |
| AE Wealth Management LLC | 0.00% | Reduce -3.8% | 11,066 | $407K |
| Beacon Financial Group | 0.04% | Add +1.0% | 10,866 | $400K |
| L & S Advisors Inc | 0.05% | Reduce -18.9% | 10,737 | $395K |
| Narus Financial Partners, LLC | 0.13% | Add +8.5% | 10,680 | $393K |
| Norden Group LLC | 0.04% | Reduce -5.8% | 10,605 | $390K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -4.0% | 10,585 | $389K |
| CPA Asset Management Group, LLC | 0.18% | No change | 10,545 | $388K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.8% | 10,422 | $383K |
| First Horizon Advisors, Inc. | 0.01% | Add +327.3% | 10,302 | $379K |
| Endeavor Private Wealth, Inc. | 0.36% | — | 10,249 | $377K |
| Sheridan Capital Management, LLC | 0.26% | Reduce -6.5% | 10,187 | $375K |
| Ameritas Advisory Services, LLC | 0.01% | Add +36.5% | 10,042 | $369K |
| Atlanta Consulting Group Advisors, LLC | 0.13% | Reduce -17.9% | 9,933 | $365K |
| Integrated Wealth Concepts LLC | 0.00% | Add +74.0% | 9,831 | $362K |
| Peak Planning Group, LLC | 0.15% | Add +12.2% | 9,712 | $357K |
| USAdvisors Wealth Management, LLC | 0.12% | Add +0.2% | 9,728 | $357K |
| BTG Pactual Asset Management US LLC | 0.05% | Reduce -48.0% | 9,652 | $353K |
| Captrust Financial Advisors | 0.00% | Reduce -9.9% | 9,576 | $352K |
| SageView Advisory Group, LLC | 0.01% | New | 9,474 | $349K |
| Wrapmanager Inc. | 0.09% | Add +47.2% | 9,459 | $348K |
| Summit Wealth Group, LLC | 0.10% | New | 9,348 | $344K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.5% | 9,196 | $338K |
| Brooklyn FI, LLC | 0.11% | Add +2.7% | 9,129 | $336K |
| Wealthgarden F.S. LLC | 0.31% | New | 9,114 | $335K |
| Rinkey Investments | 0.11% | New | 9,000 | $331K |
| Private Trust Co. NA | 0.03% | Reduce -3.1% | 8,998 | $331K |
| Davidson Trust Co. | 0.17% | Add +12.9% | 8,975 | $330K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.5% | 8,969 | $330K |
| Rothschild Wealth LLC | 0.10% | Reduce -1.4% | 8,920 | $328K |
| Swmg, LLC | 0.13% | Reduce -28.7% | 8,740 | $325K |
| Continuum Advisory, LLC | 0.04% | Add +3.6% | 8,703 | $320K |
| Landing Point Financial Group, LLC | 0.24% | — | 8,629 | $320K |
| Covestor Ltd | 0.20% | Add +4.8% | 8,639 | $318K |
| Farnam Financial LLC | 0.33% | Reduce -31.3% | 8,547 | $314K |
| GW&K Investment Management, LLC | 0.00% | Add +159.9% | 8,525 | $314K |
| Advyzon Investment Management, LLC | 0.12% | — | 8,492 | $312K |
| Lifeworks Advisors, LLC | 0.06% | Add +14.2% | 8,488 | $312K |
| Disciplined Investments, LLC | 0.15% | New | 8,431 | $310K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 8,400 | $309K |
| My Legacy Advisors, LLC | 0.12% | No change | 8,314 | $308K |
| Unique Wealth Strategies, LLC | 0.14% | New | 8,373 | $308K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +770.0% | 8,221 | $302K |
| StoneX Group Inc. | 0.02% | New | 7,711 | $284K |
| Mattern Wealth Management LLC | 0.06% | Reduce -11.9% | 7,641 | $281K |
| Causey Wealth LLC | 0.16% | — | 7,607 | $280K |
| TFR Capital, LLC. | 0.14% | — | 7,573 | $279K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -0.7% | 7,524 | $276K |
| Geneos Wealth Management Inc. | 0.01% | Add +45.6% | 7,473 | $275K |
| IRON Financial LLC | 0.15% | No change | 7,453 | $274K |
| CW Advisors, LLC | 0.00% | Add +0.1% | 7,373 | $271K |
| Harbour Capital Advisors, LLC | 0.06% | Add +26.6% | 7,324 | $271K |
| Capital Analysts, LLC | 0.01% | Reduce -9.0% | 7,304 | $269K |
| Insigneo Advisory Services, LLC | 0.03% | Add +37.1% | 7,306 | $269K |
| Berkshire Asset Management LLC | 0.01% | Reduce -35.0% | 7,193 | $268K |
| Cary Street Partners Financial LLC | 0.01% | — | 7,284 | $268K |
| Bragg Financial Advisors, Inc | 0.01% | Add +4.0% | 7,143 | $263K |
| Aire Advisors, LLC | 0.05% | Add +1.8% | 7,134 | $262K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 7,061 | $260K |
| MRP Capital Investments, LLC | 0.23% | No change | 6,735 | $248K |
| TAGStone Capital, Inc. | 0.12% | Add +2.3% | 6,641 | $244K |
| Richardson Financial Services Inc. | 0.17% | Reduce -11.0% | 6,478 | $238K |
| Patten Group, Inc. | 0.05% | Reduce -0.8% | 6,355 | $234K |
| World Equity Group, Inc. | 0.05% | New | 6,334 | $233K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -18.9% | 6,321 | $233K |
| May Hill Capital, LLC | 0.09% | — | 6,284 | $231K |
| Headlands Technologies LLC | 0.02% | Add +552.2% | 6,248 | $230K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -8.0% | 6,219 | $229K |
| Victory Financial Group, LLC | 0.06% | — | 6,142 | $226K |
| Security Financial Services, INC. | 0.05% | New | 6,086 | $224K |
| Bigelow Investment Advisors, LLC | 0.10% | Add +12.6% | 6,054 | $223K |
| FWG Investments, LLC. | 0.17% | Add +0.3% | 6,021 | $222K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +2.6% | 5,813 | $214K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -16.6% | 5,782 | $213K |
| Strategic Financial Concepts, LLC | 0.04% | New | 5,727 | $211K |
| Intellectus Partners, LLC | 0.05% | New | 5,700 | $210K |
| G&S Capital LLC | 0.09% | Add +2.3% | 5,699 | $210K |
| Vista Investment Partners Ii, LLC | 0.12% | — | 5,690 | $209K |
| GWN Securities Inc. | 0.06% | — | 5,671 | $209K |
| Commerce Bank | 0.00% | No change | 5,623 | $207K |
| Emergent Wealth Advisors, LLC | 0.15% | Reduce -21.3% | 5,505 | $203K |
| Liberty Capital Management, Inc. | 0.04% | New | 5,488 | $202K |
| HBW Advisory Services LLC | 0.02% | Add +1.1% | 5,454 | $201K |
| Beacon Capital Management, LLC | 0.03% | Reduce -15.7% | 5,269 | $194K |
| Arax Advisory Partners | 0.01% | Add +938.5% | 5,265 | $194K |
| Sound Income Strategies, LLC | 0.01% | Reduce -4.8% | 5,143 | $189K |
| Aptus Capital Advisors, LLC | 0.00% | Add +37.5% | 4,909 | $181K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -11.6% | 4,836 | $180K |
| CIBC Private Wealth Group LLC | 0.00% | Add +578.8% | 4,663 | $172K |
| Boyd Watterson Asset Management LLC | 0.05% | Reduce -6.2% | 4,486 | $165K |
| NBT Bank, N.A. | 0.01% | Add +3.3% | 3,748 | $138K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +488.0% | 3,434 | $126K |
| Concord Wealth Partners | 0.02% | Reduce -32.5% | 3,366 | $124K |
| Eastern Bank | 0.00% | No change | 3,270 | $120K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +64.4% | 3,220 | $118K |
| Corient Private Wealth LP | 0.00% | Add +2.5% | 14,621 | $109K |
| Dunhill Financial, LLC | 0.04% | Add +4.6% | 2,630 | $97K |
| ORG Partners LLC | 0.01% | Add +19.4% | 2,601 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +149.6% | 2,551 | $94K |
| BankPlus Trust Department | 0.03% | — | 2,461 | $91K |
| Allworth Financial LP | 0.00% | Reduce -12.0% | 2,392 | $89K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,381 | $88K |
| Empirical Asset Management, LLC | 0.03% | Add +211.4% | 38,412 | $86K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +49.5% | 2,339 | $86K |
| AdvisorNet Financial, Inc | 0.01% | Add +7.9% | 2,333 | $86K |
| CoreCap Advisors, LLC | 0.00% | Add +115.8% | 2,328 | $86K |
| Blair William & Co. | 0.00% | Reduce -24.5% | 2,328 | $86K |
| Promus Capital, LLC | 0.05% | — | 1,881 | $69K |
| Bell Investment Advisors, Inc | 0.01% | Add +2.3% | 1,879 | $69K |
| Robinswood Financial LLC | 0.03% | Reduce -2.7% | 1,879 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.7% | 1,836 | $68K |
| Wintrust Investments LLC | 0.06% | New | 1,840 | $67K |
| Investors Research Corp | 0.01% | Reduce -2.4% | 1,742 | $64K |
| CENTRAL TRUST Co | 0.00% | New | 1,719 | $63K |
| GeoWealth Management, LLC | 0.00% | Reduce -5.2% | 1,575 | $58K |
| Whittier Trust Co. | 0.00% | No change | 1,560 | $57K |
| NorthRock Partners, LLC | 0.00% | Add +2.0% | 1,554 | $57K |
| NFSG Corp | 0.01% | No change | 1,500 | $55K |
| Elevation Wealth Partners, LLC | 0.02% | Add +2.3% | 1,483 | $55K |
| Decker Retirement Planning Inc. | 0.03% | — | 1,463 | $54K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,422 | $52K |
| Castleview Partners, LLC | 0.03% | Add +1.4% | 1,403 | $52K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 1,400 | $52K |
| Olistico Wealth, LLC | 0.03% | Reduce -19.0% | 1,364 | $50K |
| Towne Trust Company, N.A | 0.02% | New | 1,288 | $47K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 1,242 | $46K |
| First Financial Corp. | 0.02% | New | 1,188 | $44K |
| HM Payson & Co. | 0.00% | New | 1,067 | $39K |
| Larson Financial Group LLC | 0.00% | Add +26400.0% | 1,060 | $39K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,025 | $38K |
| Financial Network Wealth Advisors LLC | 0.07% | Reduce -85.5% | 1,007 | $37K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -18.9% | 1,004 | $37K |
| Pacifica Partners Inc. | 0.02% | No change | 1,000 | $37K |
| Key Financial Inc | 0.01% | No change | 930 | $34K |
| TD Capital Management LLC | 0.00% | Add +1.9% | 873 | $32K |
| Fifth Third Bancorp | 0.00% | Reduce -26.3% | 864 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 812 | $30K |
| Caldwell Trust Co | 0.00% | Add +98.0% | 792 | $29K |
| Transcendent Capital Group LLC | 0.01% | Reduce -38.9% | 790 | $29K |
| Transce3nd, LLC | 0.01% | — | 779 | $29K |
| Front Row Advisors LLC | 0.01% | Add +21.8% | 670 | $25K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 655 | $24K |
| Cape Investment Advisory, Inc. | 0.01% | Add +13.2% | 643 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 576 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 553 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -16.7% | 530 | $19K |
| Raleigh Capital Management Inc. | 0.01% | Add +2.4% | 476 | $18K |
| Bank & Trust Co | 0.01% | No change | 464 | $17K |
| New Millennium Group LLC | 0.01% | New | 437 | $16K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 422 | $16K |
| Millstone Evans Group, LLC | 0.01% | — | 403 | $15K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 375 | $14K |
| Spire Wealth Management | 0.00% | No change | 371 | $14K |
| Golden State Wealth Management, LLC | 0.00% | — | 364 | $13K |
| Bogart Wealth, LLC | 0.00% | Add +21.8% | 358 | $13K |
| Tucker Asset Management LLC | 0.00% | Reduce -35.5% | 349 | $13K |
| SouthState Bank Corp | 0.00% | New | 322 | $12K |
| Stephens Consulting, LLC | 0.00% | Add +2.5% | 291 | $11K |
| Park Place Capital Corp | 0.00% | New | 275 | $10K |
| Wolff Wiese Magana LLC | 0.01% | Add +95.7% | 272 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 269 | $10K |
| MCF Advisors LLC | 0.00% | New | 266 | $10K |
| Activest Wealth Management | 0.00% | Add +2.4% | 258 | $9K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 240 | $9K |
| Ameriflex Group, Inc. | 0.00% | — | 236 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 227 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 225 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 213 | $8K |
| Rialto Wealth Management, LLC | 0.00% | — | 196 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +2.3% | 179 | $7K |
| Archer Investment Corp | 0.00% | Add +0.6% | 183 | $7K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 176 | $6K |
| Piscataqua Savings Bank | 0.01% | No change | 168 | $6K |
| TD Private Client Wealth LLC | 0.00% | New | 158 | $6K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 149 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | — | 123 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 116 | $4K |
| YANKCOM Partnership | 0.00% | — | 111 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 109 | $4K |
| Winthrop Capital Management, LLC | 0.00% | Add +16.7% | 98 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 108 | $4K |
| Independence Bank of Kentucky | 0.00% | Reduce -6.3% | 104 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 98 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 97 | $4K |
| FLP Wealth Management, LLC | 0.01% | — | 96 | $4K |
| GAMMA Investing LLC | 0.00% | New | 94 | $3K |
| Global Wealth Strategies & Associates | 0.00% | New | 86 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 86 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 69 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 65 | $2K |
| CNB Bank | 0.00% | No change | 60 | $2K |
| City State Bank | 0.00% | New | 56 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 56 | $2K |
| Avion Wealth | 0.00% | Reduce -93.7% | 58 | $2K |
| Bokf, NA | 0.00% | Reduce -93.7% | 50 | $2K |
| Coastline Trust Co | 0.00% | New | 48 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 45 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 40 | $1K |
| Contravisory Investment Management, Inc. | 0.00% | New | 40 | $1K |
| LRI Investments, LLC | 0.00% | No change | 39 | $1K |
| Mainstream Capital Management LLC | 0.00% | New | 36 | $1K |
| WealthShield Partners, LLC | 0.00% | New | 32 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 31 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -60.3% | 31 | $1K |
| Ancora Advisors LLC | 0.00% | New | 31 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -89.7% | 25 | $949 |
| Legacy Investment Solutions, LLC | 0.00% | New | 20 | $742 |
| Legacy Wealth Managment, LLC | 0.00% | New | 20 | $742 |
| Oarsman Capital, Inc. | 0.00% | New | 20 | $736 |
| Hollencrest Capital Management | 0.00% | No change | 20 | $736 |
| Creative Financial Designs Inc. | 0.00% | No change | 15 | $552 |
| Chapman Financial Group, LLC | 0.00% | — | 12 | $442 |
| Darwin Wealth Management, LLC | 0.00% | No change | 12 | $441 |
| Signaturefd, LLC | 0.00% | Add +37.5% | 11 | $405 |
| Asset Management One Co., Ltd. | 0.00% | No change | 5 | $184 |
| High Note Wealth, LLC | 0.00% | New | 5 | $184 |
| Synergy Asset Management, LLC | 0.00% | New | 4 | $151 |
| Asset Dedication, LLC | 0.00% | No change | 2 | $74 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $37 |
"% of holder's portfolio" is USHY's weight in each manager's 13F, not the share of iShares Broad Usd High Yield the manager owns.