iShares Broad Usd High YieldUSHYETF
13F holders, Q1 2025 (March 31)560holders +12
79new positions
70sold out
6famous investors
$36.81avg. 13F price*
At the end of Q1 2025, 560 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 12 from Q4 2024. 79 opened new positions and 70 sold out. The largest holders were Prudential PLC ($2.9B), Northern Trust Corp. ($1.5B) and BlackRock, Inc. ($1.4B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Broad Usd High Yield
- CUSIP
- 46435U853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $213.8M |
| Exits | 70 | $208.5M |
All 13F filers, Q4 2024 → Q1 2025: 55,358,109 shares bought and 38,941,633 shares sold, net +16,416,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 560 holders
| Prudential PLC | 14.82% | Add +1.9% | 79,714,902 | $2.9B |
| Northern Trust Corp. | 0.22% | Reduce -4.9% | 40,250,816 | $1.5B |
| BlackRock, Inc. | 0.03% | Reduce -17.7% | 38,764,566 | $1.4B |
| Wells Fargo & Company | 0.34% | Add +3.0% | 38,233,982 | $1.4B |
| Bank of America Corp. | 0.09% | Add +509.1% | 27,770,173 | $1.0B |
| Jones Financial Companies LLLP | 0.69% | Add +7.1% | 20,808,055 | $765.1M |
| Ilmarinen Mutual Pension Insurance Co | 5.60% | Add +23.8% | 17,180,000 | $632.4M |
| Raymond James Financial Inc. | 0.22% | Add +2.8% | 15,891,938 | $585.0M |
| Goldman Sachs Group Inc. | 0.11% | Add +6.3% | 15,673,063 | $576.9M |
| Morgan Stanley | 0.03% | Reduce -3.3% | 12,395,394 | $456.3M |
| Ocean Park Asset Management, LLC | 15.19% | Add +19.5% | 11,630,696 | $428.1M |
| Japan Science & Technology Agency | 4.99% | No change | 8,819,906 | $324.7M |
| JPMorgan Chase & Co. | 0.02% | Add +109.4% | 8,187,111 | $301.4M |
| Thrivent Financial for Lutherans | 0.51% | Reduce -22.5% | 6,179,399 | $227.7M |
| Counterpoint Mutual Funds LLC | 27.65% | Reduce -37.6% | 5,243,786 | $193.0M |
| LPL Financial LLC | 0.07% | Add +26.3% | 4,846,157 | $178.4M |
| Kensington Asset Management, LLC | 17.99% | Reduce -1.8% | 4,651,110 | $171.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -2.5% | 4,557,756 | $167.8M |
| Tiaa Trust, National Association | 0.48% | Reduce -6.4% | 4,179,108 | $153.8M |
| BNP Paribas Financial Markets | 0.10% | Reduce -57.6% | 3,461,944 | $127.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.4% | 3,224,778 | $118.7M |
| UBS Group AG | 0.02% | Reduce -11.8% | 3,001,920 | $110.5M |
| Nepc LLC | 2.61% | No change | 2,563,323 | $94.4M |
| 1832 Asset Management L.P. | 0.16% | Reduce -0.5% | 2,305,575 | $84.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.52% | Add +739.0% | 2,299,000 | $84.6M |
| SigFig Wealth Management, LLC | 2.98% | Add +2.2% | 2,244,687 | $82.5M |
| 1607 Capital Partners, LLC | 6.20% | Add +25.3% | 2,090,600 | $77.0M |
| Clark Capital Management Group, Inc. | 0.54% | Add +0.1% | 2,059,568 | $75.8M |
| Allstate Corp. | 2.15% | No change | 1,988,000 | $73.2M |
| Bank of New York Mellon Corp | 0.01% | Add +5.9% | 1,840,992 | $67.8M |
| Roberts Financial Services LLC | 12.85% | Reduce -0.9% | 1,796,957 | $66.1M |
| Citigroup Inc. | 0.05% | Add +306.4% | 1,788,698 | $65.8M |
| One Capital Management, LLC | 2.14% | Add +3.5% | 1,714,716 | $63.1M |
| Rebalance, LLC | 4.60% | Add +3.0% | 1,698,829 | $62.5M |
| Angeles Investment Advisors, LLC | 3.18% | Reduce -26.1% | 1,604,000 | $59.0M |
| Cerity Partners LLC | 0.12% | Add +13.0% | 1,574,329 | $58.0M |
| Bricktown Capital, LLC | 10.83% | No change | 1,570,846 | $57.8M |
| Assetmark, Inc. | 0.15% | Reduce -2.2% | 1,524,665 | $56.1M |
| American Century Companies Inc. | 0.03% | No change | 1,480,560 | $54.5M |
| Factory Mutual Insurance Co. | 0.58% | New | 1,355,000 | $49.9M |
| Koss-Olinger Consulting, LLC | 4.07% | Add +1.1% | 1,313,615 | $48.4M |
| Alaska Permanent Fund Corp | 0.67% | Reduce -18.6% | 1,311,619 | $48.0M |
| Wealthfront Advisers LLC | 0.13% | Add +14.4% | 1,283,228 | $47.2M |
| Partners Capital Investment Group, LLP | 0.76% | Add +44.5% | 1,228,973 | $45.2M |
| DSC Meridian Capital LP | 43.42% | Add +106.8% | 1,192,052 | $43.9M |
| Betterment LLC | 0.10% | Add +271.2% | 1,183,261 | $43.6M |
| Cwm, LLC | 0.17% | Add +0.7% | 1,144,744 | $42.1M |
| Royal Bank of Canada | 0.01% | Reduce -50.5% | 1,144,638 | $42.1M |
| Prime Capital Investment Advisors, LLC | 0.45% | Add +3.6% | 1,043,564 | $38.4M |
| Osaic Holdings, Inc. | 0.08% | Reduce -31.2% | 1,020,095 | $37.6M |
| Logan Stone Capital, LLC | 16.90% | New | 983,933 | $36.2M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -27.6% | 963,285 | $35.5M |
| US Bancorp \de | 0.05% | Reduce -1.3% | 962,905 | $35.4M |
| NEOS Investment Management LLC | 0.67% | Add +27.2% | 961,003 | $35.2M |
| Axxcess Wealth Management, LLC | 0.89% | Reduce -2.6% | 889,962 | $32.8M |
| Capital Asset Advisory Services LLC | 1.66% | Reduce -2.9% | 886,460 | $32.6M |
| Cetera Investment Advisers | 0.06% | Add +6.8% | 816,561 | $30.1M |
| Old Mission Capital LLC | 0.56% | New | 793,334 | $29.2M |
| State Street Corp. | 0.00% | Reduce -76.5% | 782,961 | $28.8M |
| Mackenzie Financial Corp. | 0.04% | Add +16.2% | 779,461 | $28.7M |
| Stifel Financial Corp. | 0.03% | Add +17.0% | 777,705 | $28.6M |
| Prestige Wealth Management Group LLC | 5.96% | Add +4.5% | 757,203 | $27.9M |
| OneDigital Investment Advisors LLC | 0.31% | Add +192.5% | 705,427 | $26.0M |
| Loomis Sayles & Co. L P | 0.04% | Add +23.6% | 666,580 | $24.5M |
| &partners | 0.25% | Add +14.3% | 650,658 | $23.9M |
| Sumitomo Life Insurance Co. | 0.81% | Reduce -15.0% | 615,600 | $22.7M |
| Santa Clara Valley Transportation Authority | 22.36% | No change | 614,225 | $22.6M |
| GTS Securities LLC | 0.88% | New | 555,000 | $20.4M |
| Baker Avenue Asset Management, LP | 0.64% | Add +2.0% | 551,043 | $20.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +7.7% | 547,910 | $20.2M |
| Neuberger Berman Group LLC | 0.02% | Add +9.6% | 545,567 | $20.1M |
| Citadel Advisors | 0.02% | New | 540,516 | $19.9M |
| Phillips Financial Management, LLC | 1.46% | Add +4.9% | 514,841 | $19.0M |
| HRT Financial LP | 0.11% | Add +86.9% | 492,607 | $18.1M |
| Shenkman Capital Management Inc. | 15.00% | Add +580.6% | 495,850 | $18.0M |
| Deutsche Bank AG | 0.01% | Reduce -47.5% | 476,886 | $17.6M |
| Potomac Fund Management Inc. | 7.56% | Reduce -46.4% | 467,101 | $17.2M |
| First Command Advisory Services, Inc. | 0.15% | Add +15.1% | 432,007 | $15.9M |
| Equitable Holdings, Inc. | 0.15% | Reduce -1.8% | 430,677 | $15.9M |
| Prudential Financial Inc. | 0.02% | Reduce -54.6% | 414,138 | $15.2M |
| Wedmont Private Capital | 0.75% | Add +3.4% | 409,744 | $14.6M |
| FORM Wealth Advisors, LLC | 1.96% | — | 392,891 | $14.5M |
| Y.D. More Investments Ltd | 1.25% | Reduce -7.6% | 388,257 | $14.3M |
| Alliancebernstein L.P. | 0.01% | Add +9.2% | 388,074 | $14.3M |
| Allegiance Financial Group Advisory Services LLC | 4.20% | Add +8.2% | 375,397 | $13.8M |
| Townsquare Capital LLC | 0.14% | Add +33.8% | 366,000 | $13.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -21.4% | 363,600 | $13.4M |
| Truist Financial Corp. | 0.02% | Add +7.2% | 354,341 | $13.0M |
| Pathstone Holdings, LLC | 0.06% | Add +227.9% | 343,023 | $12.7M |
| Principal Financial Group Inc. | 0.01% | Add +10.9% | 342,014 | $12.6M |
| JTC Employer Solutions Trustee Ltd | 0.94% | No change | 310,219 | $11.4M |
| Rakuten Investment Management, Inc. | 0.05% | — | 303,286 | $11.2M |
| United Capital Financial Advisors, LLC | 0.09% | Add +244.8% | 296,970 | $10.9M |
| Trajan Wealth LLC | 0.57% | Add +20.9% | 284,934 | $10.5M |
| Principal Securities, Inc. | 0.23% | No change | 280,270 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +28.3% | 276,694 | $10.2M |
| Baird Financial Group, Inc. | 0.02% | Add +0.5% | 272,427 | $10.0M |
| FC Advisory LLC | 3.38% | Add +3.5% | 271,545 | $10.0M |
| Alps Advisors Inc. | 0.06% | Reduce -1.0% | 264,578 | $9.7M |
| Ethos Financial Group, LLC | 0.93% | No change | 264,068 | $9.7M |
| Fifth Third Securities, Inc. | 0.80% | Add +33.8% | 257,449 | $9.5M |
| Heritage Family Offices, LLP | 4.73% | Reduce -2.1% | 251,424 | $9.3M |
| Destiny Wealth Partners, LLC | 1.46% | Add +5.0% | 249,504 | $9.2M |
| New York Life Investment Management LLC | 0.09% | Add +0.4% | 237,522 | $8.7M |
| Fisher Asset Management | 0.00% | Reduce -7.1% | 231,857 | $8.5M |
| Tidal Investments LLC | 0.07% | Reduce -23.3% | 232,415 | $8.5M |
| Nuveen, LLC | 0.00% | — | 229,152 | $8.4M |
| Creative Planning | 0.01% | Reduce -0.1% | 224,713 | $8.3M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -2.3% | 222,604 | $8.2M |
| Grove Bank & Trust | 1.08% | Add +4.1% | 220,403 | $8.1M |
| Northeast Financial Group, Inc. | 3.02% | Add +1.6% | 219,827 | $8.1M |
| CoreCap Advisors, LLC | 0.35% | Add +9178.6% | 216,007 | $8.0M |
| BTS Asset Management, Inc. | 8.94% | Reduce -10.4% | 215,004 | $7.9M |
| Sage Advisory Services, Ltd.Co. | 4.64% | Reduce -0.7% | 214,414 | $7.9M |
| Empowered Funds, LLC | 0.11% | New | 212,247 | $7.8M |
| Howe & Rusling Inc. | 0.65% | Add +10.3% | 208,526 | $7.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +24.0% | 207,259 | $7.6M |
| Mechanics Bank Trust Department | 1.02% | Reduce -2.4% | 202,818 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.2% | 190,487 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | New | 188,503 | $6.9M |
| Parr McKnight Wealth Management Group, LLC | 0.99% | Reduce -4.8% | 186,861 | $6.9M |
| World Investment Advisors | 0.18% | Add +232.8% | 185,920 | $6.8M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -0.7% | 181,275 | $6.7M |
| Sagespring Wealth Partners, LLC | 0.17% | Reduce -19.7% | 179,571 | $6.6M |
| San Luis Wealth Advisors LLC | 1.49% | Reduce -17.7% | 178,780 | $6.6M |
| Topel & Distasi Wealth Management, LLC | 3.01% | Reduce -8.2% | 174,913 | $6.4M |
| Tolleson Wealth Management, Inc. | 1.23% | Add +1.0% | 173,435 | $6.4M |
| Forte Asset Management LLC | 3.14% | Reduce -1.5% | 169,312 | $6.2M |
| Sigma Planning Corp | 0.20% | Add +2.0% | 167,249 | $6.2M |
| Grey Fox Wealth Advisors, LLC | 1.59% | Add +6.6% | 162,411 | $6.0M |
| Comerica Bank | 0.03% | Add +14.3% | 162,318 | $6.0M |
| Monument Capital Management | 1.83% | Add +0.9% | 161,967 | $6.0M |
| Exchange Traded Concepts, LLC | 0.11% | Add +64.3% | 161,896 | $6.0M |
| UMB Bank, n.a. | 0.10% | Add +9.3% | 160,512 | $5.9M |
| Single Point Partners, LLC | 1.38% | Reduce -2.5% | 159,481 | $5.9M |
| Ninety One UK Ltd | 0.02% | New | 150,811 | $5.6M |
| Cornerstone Management, Inc. | 1.03% | Add +2.5% | 148,942 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.3% | 143,578 | $5.3M |
| David Kennon Inc | 2.09% | Reduce -0.1% | 142,667 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Add +11.1% | 141,106 | $5.2M |
| PPM America Inc. | 34.89% | New | 132,472 | $4.9M |
| Paragon Advisors, LLC | 1.77% | Reduce -8.9% | 127,145 | $4.7M |
| Securian Asset Management, Inc. | 0.14% | Reduce -2.1% | 126,886 | $4.7M |
| Chesapeake Wealth Management | 1.67% | Add +0.4% | 126,867 | $4.7M |
| National Bank of Canada | 0.01% | Add +1.3% | 124,254 | $4.6M |
| Ascent Group, LLC | 0.20% | New | 123,359 | $4.5M |
| Ellevest, Inc. | 0.30% | Reduce -1.8% | 122,426 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +25.4% | 122,422 | $4.5M |
| Morningstar Investment Services LLC | 0.78% | Reduce -47.0% | 115,938 | $4.3M |
| Hohimer Wealth Management, LLC | 0.84% | Add +1.9% | 115,800 | $4.3M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -64.1% | 111,999 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.11% | Add +0.8% | 109,383 | $4.0M |
| CreativeOne Wealth, LLC | 0.12% | Add +0.6% | 108,398 | $4.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.18% | Add +34.0% | 107,634 | $4.0M |
| Manning & Napier Advisors LLC | 0.05% | Reduce -0.5% | 104,652 | $3.9M |
| Founders Financial Securities LLC | 0.33% | Reduce -36.9% | 104,496 | $3.8M |
| Wetzel Investment Advisors, Inc. | 1.93% | Add +16.0% | 103,295 | $3.8M |
| Focus Partners Wealth | 0.01% | Add +1.6% | 103,044 | $3.8M |
| Peapack Gladstone Financial Corp. | 0.05% | New | 99,324 | $3.7M |
| Financial & Tax Architects, LLC | 0.88% | Add +4.4% | 95,645 | $3.5M |
| Gibbs Wealth Management | 0.83% | Add +5.6% | 93,322 | $3.4M |
| FMR LLC | 0.00% | Reduce -8.9% | 93,293 | $3.4M |
| Simplicity Wealth,LLC | 0.27% | New | 93,129 | $3.4M |
| HSBC Holdings PLC | 0.00% | Reduce -7.6% | 93,124 | $3.4M |
| Horizon Investments, LLC | 0.10% | Reduce -40.9% | 92,034 | $3.4M |
| Lockheed Martin Investment Management Co. | 0.13% | New | 90,000 | $3.3M |
| Trek Financial, LLC | 0.24% | Reduce -83.7% | 88,427 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +37.4% | 87,629 | $3.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -30.8% | 86,935 | $3.2M |
| Octavia Wealth Advisors, LLC | 0.39% | Add +26.2% | 86,208 | $3.2M |
| SWS Partners | 1.03% | Reduce -2.3% | 85,612 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.1% | 84,087 | $3.1M |
| Innovative Wealth Building LLC | 2.78% | Reduce -8.6% | 81,923 | $3.0M |
| Kathmere Capital Management, LLC | 0.25% | Add +7.9% | 81,329 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +21.0% | 78,802 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +21.0% | 78,802 | $2.9M |
| Dodds Wealth, LLC | 0.94% | Add +15.3% | 78,102 | $2.9M |
| Vicus Capital | 0.27% | Add +7.2% | 77,849 | $2.9M |
| Balefire, LLC | 0.98% | Add +29.5% | 77,417 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 77,265 | $2.8M |
| Brookstone Capital Management | 0.04% | Reduce -3.1% | 76,719 | $2.8M |
| Goldstone Financial Group, LLC | 0.42% | Add +11.9% | 76,004 | $2.8M |
| Guggenheim Capital LLC | 0.03% | Reduce -8.6% | 75,908 | $2.8M |
| Strive Asset Management, LLC | 1.92% | Add +213.7% | 75,158 | $2.8M |
| New Wave Wealth Advisors LLC | 1.23% | Add +35.0% | 74,573 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -7.1% | 74,463 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +6.7% | 73,113 | $2.7M |
| Merit Financial Group, LLC | 0.04% | Reduce -6.5% | 72,416 | $2.7M |
| Counterweight Ventures, LLC | 1.86% | Add +1.8% | 70,585 | $2.6M |
| Wedbush Securities Inc. | 0.09% | Reduce -12.0% | 69,016 | $2.5M |
| Asset Allocation Strategies LLC | 0.62% | Add +14.7% | 67,841 | $2.5M |
| Integrated Advisors Network LLC | 0.12% | Add +2.0% | 65,590 | $2.4M |
| Endeavor Private Wealth, Inc. | 1.29% | Add +531.0% | 64,670 | $2.4M |
| Level Four Advisory Services, LLC | 0.09% | Add +7.4% | 61,936 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +5.0% | 61,757 | $2.3M |
| Consolidated Portfolio Review Corp | 0.36% | Reduce -0.8% | 60,819 | $2.2M |
| Unison Advisors LLC | 0.27% | Add +1.2% | 57,479 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +21.4% | 56,459 | $2.1M |
| Leeward Financial Partners, LLC | 0.76% | Add +7.9% | 55,484 | $2.0M |
| Verus Capital Partners, LLC | 0.20% | Add +2.4% | 55,334 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -16.2% | 54,887 | $2.0M |
| Angel Oak Capital Advisors, LLC | 2.67% | No change | 54,380 | $2.0M |
| Aberdeen Group plc | 0.00% | New | 54,050 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -21.8% | 53,203 | $2.0M |
| Tme Financial, Inc. | 1.70% | Reduce -16.9% | 53,189 | $2.0M |
| New England Asset Management Inc. | 0.33% | No change | 53,145 | $2.0M |
| WealthCare Investment Partners, LLC | 0.80% | Add +21.0% | 52,457 | $1.9M |
| Clarity Capital Partners LLC | 0.76% | Reduce -0.4% | 50,822 | $1.9M |
| Riversedge Advisors, LLC | 0.41% | Reduce -73.9% | 50,512 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -81.8% | 49,837 | $1.8M |
| Ascentis Independent Advisors | 0.36% | Reduce -0.2% | 49,020 | $1.8M |
| State of Wisconsin - Board of Commissioners of Public Lands | 1.15% | No change | 48,550 | $1.8M |
| Marcum Wealth, LLC | 0.15% | Add +5.5% | 48,138 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.13% | Add +3.9% | 47,804 | $1.8M |
| Cordgrass Capital Advisors, LLC | 0.50% | Reduce -0.3% | 47,065 | $1.7M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 47,000 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.8% | 46,442 | $1.7M |
| High Net Worth Advisory Group LLC | 0.47% | Add +2.6% | 45,570 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +356.4% | 44,871 | $1.7M |
| Braun-Bostich & Associates Inc. | 1.20% | Add +0.2% | 44,182 | $1.6M |
| Verdence Capital Advisors LLC | 0.12% | Add +0.1% | 43,974 | $1.6M |
| Twele Capital Management, Inc. | 0.33% | Reduce -0.0% | 42,630 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +91.6% | 41,933 | $1.5M |
| Joel Adams & Associates, Inc. | 1.38% | Add +9.7% | 41,640 | $1.5M |
| Gotham Asset Management | 0.01% | Add +0.8% | 41,147 | $1.5M |
| Titleist Asset Management, LLC | 0.17% | Reduce -1.2% | 40,805 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -1.3% | 40,021 | $1.5M |
| Atlas Legacy Advisors, LLC | 0.37% | New | 39,105 | $1.4M |
| Mariner, LLC | 0.00% | Add +71.7% | 38,962 | $1.4M |
| Primoris Wealth Advisors, LLC | 1.11% | Add +5.4% | 38,950 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Add +13.4% | 36,772 | $1.4M |
| Valeo Financial Advisors, LLC | 0.04% | Add +12.5% | 36,594 | $1.3M |
| AQR Capital Management | 0.00% | Add +36.0% | 35,828 | $1.3M |
| BTG Pactual Asset Management US LLC | 0.17% | Add +263.1% | 35,051 | $1.3M |
| Security Financial Services, INC. | 0.25% | Add +469.6% | 34,665 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +17.1% | 34,253 | $1.3M |
| Advisory Alpha, LLC | 0.04% | Reduce -2.4% | 34,095 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -7.2% | 33,727 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -45.2% | 33,603 | $1.2M |
| Good Life Advisors, LLC | 0.09% | Add +13.6% | 33,498 | $1.2M |
| TFB Advisors LLC | 0.35% | Add +0.2% | 33,315 | $1.2M |
| CGN Advisors LLC | 0.12% | Add +32.0% | 33,222 | $1.2M |
| Fiducient Advisors LLC | 0.15% | Add +10.8% | 32,534 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.9% | 32,407 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.10% | Add +0.0% | 32,177 | $1.2M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -4.8% | 32,153 | $1.2M |
| Charles Schwab Trust Co | 0.10% | Add +28.1% | 31,873 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -12.9% | 31,500 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.5% | 31,263 | $1.2M |
| Summit Wealth Group, LLC | 0.34% | Add +233.4% | 31,164 | $1.1M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -97.8% | 30,084 | $1.1M |
| Ssa Swiss Advisors AG | 0.56% | — | 29,985 | $1.1M |
| Brighton Jones LLC | 0.03% | Add +8.7% | 29,514 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -76.0% | 29,271 | $1.1M |
| Millennium Management | 0.00% | Reduce -61.3% | 28,697 | $1.1M |
| Neumann Capital Management, LLC | 0.36% | Add +10.8% | 28,114 | $1.0M |
| Windsor Capital Management, LLC | 0.32% | Add +22.2% | 27,898 | $1.0M |
| Hexagon Capital Partners LLC | 0.18% | Add +21.8% | 25,844 | $951K |
| Keystone Global Partners, LLC | 0.67% | — | 25,784 | $949K |
| CAP Partners, LLC | 0.69% | Add +15.4% | 25,739 | $947K |
| Defined Wealth Management, LLC | 0.62% | Add +26.6% | 25,055 | $922K |
| Kingsview Wealth Management, LLC | 0.02% | Add +170.8% | 24,287 | $894K |
| Hilltop Holdings Inc. | 0.06% | Reduce -68.0% | 24,209 | $891K |
| Winch Advisory Services, LLC | 0.23% | Reduce -11.6% | 24,075 | $886K |
| Mutual Advisors, LLC | 0.03% | Reduce -1.5% | 24,106 | $885K |
| F/m Investments LLC | 0.04% | No change | 24,036 | $885K |
| Caliber Wealth Management, LLC / KS | 0.12% | — | 24,021 | $884K |
| Kestra Investment Management, LLC | 0.02% | Add +14.0% | 23,997 | $883K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -80.2% | 23,992 | $883K |
| WealthTrak Capital Management LLC | 0.76% | Add +1.3% | 23,898 | $880K |
| Condor Capital Management | 0.08% | Add +4.1% | 23,871 | $879K |
| Advisory Services Network, LLC | 0.02% | Add +24.4% | 23,804 | $876K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +0.3% | 23,408 | $862K |
| Naples Global Advisors, LLC | 0.08% | Reduce -8.3% | 23,116 | $851K |
| Old Second National Bank of Aurora | 0.20% | Reduce -24.9% | 23,000 | $847K |
| LeConte Wealth Management, LLC | 0.54% | — | 22,920 | $844K |
| AlTi Global, Inc. | 0.02% | New | 22,891 | $843K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.5% | 22,120 | $814K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 21,933 | $807K |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.6% | 21,691 | $798K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -9.3% | 21,635 | $796K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.7% | 21,494 | $791K |
| RVW Wealth, LLC | 0.07% | Reduce -5.7% | 21,037 | $774K |
| Barnes Wealth Management Group, Inc | 0.49% | Add +9.6% | 20,784 | $765K |
| IHT Wealth Management, LLC | 0.02% | Add +47.6% | 20,665 | $761K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +14.0% | 20,348 | $749K |
| Heritage Oak Wealth Advisors LLC | 0.33% | Reduce -74.3% | 20,126 | $741K |
| GWN Securities Inc. | 0.04% | Add +251.0% | 19,905 | $733K |
| Edgestream Partners, L.P. | 0.02% | New | 19,892 | $732K |
| Petix & Botte Co | 0.19% | Reduce -4.4% | 19,570 | $720K |
| Symmetry Partners, LLC | 0.10% | Reduce -13.9% | 19,102 | $703K |
| Financial Advocates Investment Management | 0.05% | New | 18,946 | $697K |
| Mullooly Asset Management, Inc. | 0.31% | — | 18,736 | $690K |
| Pines Wealth Management, LLC | 0.32% | Add +1.5% | 19,473 | $687K |
| Advisor Resource Council | 0.05% | New | 19,413 | $667K |
| AMG National Trust Bank | 0.02% | Add +3.9% | 18,010 | $663K |
| Modera Wealth Management, LLC | 0.01% | Add +3.9% | 17,688 | $651K |
| Portside Wealth Group, LLC | 0.10% | Reduce -8.8% | 17,190 | $633K |
| Independent Wealth Network Inc. | 0.25% | Add +7.5% | 16,971 | $625K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -5.8% | 16,146 | $594K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -42.4% | 16,100 | $593K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 16,000 | $589K |
| L & S Advisors Inc | 0.08% | Add +48.4% | 15,931 | $586K |
| Bank of Montreal | 0.00% | Add +4.7% | 15,742 | $579K |
| Wakefield Asset Management LLLP | 0.17% | Add +1.1% | 15,234 | $561K |
| Tudor Investment Corporation | 0.00% | New | 14,929 | $550K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -94.3% | 14,843 | $546K |
| KMG Fiduciary Partners, LLC | 0.05% | New | 14,818 | $545K |
| Euro Pacific Asset Management, LLC | 0.10% | No change | 14,875 | $545K |
| Proquility Private Wealth Partners, LLC | 0.17% | New | 14,800 | $545K |
| Provident Wealth Management, LLC | 0.19% | Reduce -8.4% | 14,691 | $541K |
| MMBG Investment Advisors Co. | 0.06% | No change | 14,440 | $532K |
| Snowden Capital Advisors LLC | 0.02% | Add +130.1% | 14,307 | $527K |
| First PREMIER Bank | 0.13% | No change | 14,200 | $523K |
| Geneos Wealth Management Inc. | 0.02% | Add +88.8% | 14,112 | $519K |
| SageView Advisory Group, LLC | 0.02% | Add +45.5% | 13,780 | $507K |
| IFP Advisors, Inc | 0.02% | Add +3.6% | 13,529 | $498K |
| Adams Wealth Management | 0.10% | Reduce -11.5% | 13,325 | $490K |
| CacheTech Inc. | 0.10% | Reduce -11.5% | 13,325 | $490K |
| Compound Planning, Inc. | 0.02% | Reduce -2.6% | 13,089 | $482K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -7.9% | 13,171 | $481K |
| Independent Advisor Alliance | 0.02% | Reduce -31.0% | 12,624 | $465K |
| Ameritas Advisory Services, LLC | 0.02% | Add +24.2% | 12,470 | $459K |
| PFG Investments, LLC | 0.03% | Reduce -5.8% | 12,379 | $456K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.8% | 12,322 | $454K |
| MAI Capital Management | 0.00% | Reduce -8.3% | 12,300 | $453K |
| Sovran Advisors, LLC | 0.06% | New | 12,432 | $450K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | New | 12,030 | $443K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.4% | 11,934 | $439K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -37.6% | 11,873 | $437K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +3.0% | 11,834 | $436K |
| SteelPeak Wealth, LLC | 0.02% | New | 11,735 | $432K |
| Arkadios Wealth Advisors | 0.02% | Reduce -47.3% | 11,664 | $429K |
| Argent Trust Co | 0.02% | Reduce -9.9% | 11,591 | $427K |
| Peak Planning Group, LLC | 0.18% | Add +19.1% | 11,562 | $426K |
| Two Sigma Securities, LLC | 0.07% | Reduce -96.3% | 11,548 | $425K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -40.3% | 11,538 | $425K |
| Capital Analysts, LLC | 0.02% | Add +57.4% | 11,495 | $423K |
| Occidental Asset Management, LLC | 0.06% | Reduce -57.3% | 11,460 | $422K |
| RFG Advisory, LLC | 0.01% | Reduce -28.0% | 11,332 | $417K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -2.3% | 11,320 | $417K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.8% | 11,150 | $410K |
| Genesee Capital Advisors, LLC | 0.20% | Reduce -5.9% | 11,131 | $410K |
| Summit Financial, LLC | 0.01% | Reduce -10.5% | 10,786 | $397K |
| Beacon Financial Group | 0.04% | Reduce -1.0% | 10,756 | $396K |
| Narus Financial Partners, LLC | 0.13% | Add +0.6% | 10,745 | $396K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 10,585 | $390K |
| TFR Capital, LLC. | 0.16% | Add +39.7% | 10,577 | $389K |
| CW Advisors, LLC | 0.00% | Add +37.4% | 10,131 | $373K |
| Moors & Cabot, Inc. | 0.02% | Reduce -3.2% | 10,089 | $371K |
| Atlanta Consulting Group Advisors, LLC | 0.11% | Reduce -0.6% | 9,878 | $364K |
| Captrust Financial Advisors | 0.00% | Add +3.1% | 9,875 | $363K |
| GW&K Investment Management, LLC | 0.00% | Add +14.9% | 9,793 | $360K |
| USAdvisors Wealth Management, LLC | 0.12% | No change | 9,728 | $358K |
| Norden Group LLC | 0.04% | Reduce -8.4% | 9,716 | $358K |
| Clearstead Advisors, LLC | 0.01% | Reduce -98.0% | 9,711 | $357K |
| CPA Asset Management Group, LLC | 0.15% | Reduce -11.0% | 9,384 | $345K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -48.6% | 9,352 | $343K |
| Farther Finance Advisors, LLC | 0.01% | Add +407.5% | 9,318 | $342K |
| International Assets Investment Management, LLC | 0.03% | Reduce -39.0% | 9,231 | $340K |
| Advyzon Investment Management, LLC | 0.12% | Add +8.6% | 9,223 | $339K |
| Wealthgarden F.S. LLC | 0.32% | No change | 9,114 | $335K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.1% | 9,098 | $335K |
| Wrapmanager Inc. | 0.09% | Reduce -4.3% | 9,055 | $333K |
| Private Trust Co. NA | 0.03% | Add +0.4% | 9,030 | $332K |
| Rinkey Investments | 0.10% | No change | 9,000 | $331K |
| Rothschild Wealth LLC | 0.09% | Add +0.7% | 8,978 | $330K |
| Harbour Investments, Inc. | 0.01% | Reduce -32.6% | 8,976 | $330K |
| Pure Financial Advisors, LLC | 0.01% | New | 8,974 | $330K |
| Hillsdale Investment Management Inc. | 0.02% | New | 8,910 | $328K |
| Bokf, NA | 0.01% | Add +17642.0% | 8,871 | $327K |
| Farnam Financial LLC | 0.32% | Add +0.8% | 8,617 | $317K |
| Garde Capital, Inc. | 0.02% | New | 8,613 | $317K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -16.9% | 8,561 | $315K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 8,551 | $315K |
| Davidson Trust Co. | 0.15% | Reduce -5.0% | 8,523 | $314K |
| Aldebaran Financial Inc. | 0.38% | Reduce -51.7% | 8,500 | $313K |
| Continuum Advisory, LLC | 0.04% | Reduce -2.8% | 8,459 | $311K |
| My Legacy Advisors, LLC | 0.12% | No change | 8,314 | $306K |
| Covestor Ltd | 0.20% | Reduce -4.1% | 8,283 | $305K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -34.6% | 8,272 | $304K |
| Wilson & Boucher Capital Management, LLC | 0.22% | Reduce -3.6% | 8,100 | $298K |
| Disciplined Investments, LLC | 0.14% | Reduce -4.7% | 8,039 | $296K |
| Private Wealth Asset Management, LLC | 0.04% | — | 7,907 | $291K |
| Trivium Point Advisory, LLC | 0.04% | New | 7,675 | $283K |
| Mattern Wealth Management LLC | 0.06% | No change | 7,641 | $281K |
| Bragg Financial Advisors, Inc | 0.01% | Add +4.4% | 7,457 | $274K |
| IRON Financial LLC | 0.15% | No change | 7,453 | $274K |
| Atria Investments, Inc | 0.00% | Reduce -81.1% | 7,410 | $273K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 7,306 | $269K |
| Victory Financial Group, LLC | 0.05% | Add +18.8% | 7,296 | $268K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 7,257 | $267K |
| Harbour Capital Advisors, LLC | 0.07% | Add +0.3% | 7,344 | $267K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 7,061 | $260K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -14.8% | 7,004 | $258K |
| Diversified Portfolios, Inc. | 0.03% | Add +10.7% | 6,997 | $258K |
| Berkshire Asset Management LLC | 0.01% | Reduce -4.2% | 6,889 | $252K |
| Brooklyn FI, LLC | 0.08% | Reduce -25.7% | 6,779 | $250K |
| AE Wealth Management LLC | 0.00% | Reduce -39.0% | 6,750 | $248K |
| MRP Capital Investments, LLC | 0.23% | No change | 6,735 | $248K |
| TAGStone Capital, Inc. | 0.12% | Add +1.1% | 6,717 | $247K |
| Quartz Partners, LLC | 0.15% | New | 6,708 | $247K |
| Twin City Private Wealth, LLC | 0.21% | New | 6,617 | $244K |
| Everhart Financial Group, Inc. | 0.03% | New | 6,614 | $243K |
| Wolf Group Capital Advisors | 0.08% | New | 6,606 | $243K |
| Kovack Advisors, Inc. | 0.03% | New | 6,443 | $237K |
| Summit X, LLC | 0.05% | New | 6,397 | $235K |
| Patten Group, Inc. | 0.05% | No change | 6,355 | $234K |
| May Hill Capital, LLC | 0.09% | Reduce -0.1% | 6,281 | $231K |
| Richardson Financial Services Inc. | 0.17% | Reduce -4.5% | 6,184 | $228K |
| Catalyst Private Wealth, LLC | 0.11% | New | 6,134 | $226K |
| Bigelow Investment Advisors, LLC | 0.11% | Add +1.0% | 6,112 | $225K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +3.6% | 5,993 | $221K |
| Engineers Gate Manager LP | 0.00% | Reduce -74.1% | 5,887 | $217K |
| Aire Advisors, LLC | 0.05% | Reduce -17.6% | 5,882 | $217K |
| Two West Capital Advisors LLC | 0.18% | New | 6,025 | $215K |
| G&S Capital LLC | 0.09% | Add +1.1% | 5,764 | $212K |
| Swmg, LLC | 0.08% | Reduce -34.5% | 5,721 | $210K |
| Commerce Bank | 0.00% | No change | 5,623 | $207K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,593 | $206K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -3.0% | 5,556 | $205K |
| Sound Income Strategies, LLC | 0.01% | Add +7.9% | 5,551 | $204K |
| TD Waterhouse Canada Inc. | 0.00% | New | 5,559 | $204K |
| Liberty Capital Management, Inc. | 0.04% | No change | 5,488 | $202K |
| Acorn Wealth Advisors, LLC | 0.08% | New | 5,466 | $201K |
| Beacon Capital Management, LLC | 0.03% | Add +0.9% | 5,318 | $196K |
| Arax Advisory Partners | 0.01% | Reduce -1.5% | 5,185 | $191K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 4,919 | $181K |
| Financial Network Wealth Advisors LLC | 0.24% | Add +386.1% | 4,895 | $180K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,611 | $170K |
| Boyd Watterson Asset Management LLC | 0.05% | Reduce -0.3% | 4,471 | $165K |
| MJT & Associates Financial Advisory Group, Inc. | 0.16% | — | 4,403 | $162K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +64.3% | 4,191 | $154K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,220 | $119K |
| SVB Wealth LLC | 0.00% | New | 3,145 | $116K |
| Hurley Capital, LLC | 0.08% | New | 2,693 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +12.8% | 2,638 | $97K |
| ORG Partners LLC | 0.02% | Reduce -0.9% | 2,577 | $94K |
| Dunhill Financial, LLC | 0.04% | Reduce -4.9% | 2,500 | $92K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.4% | 2,388 | $88K |
| Blair William & Co. | 0.00% | Reduce -0.0% | 2,327 | $86K |
| Allworth Financial LP | 0.00% | Reduce -5.2% | 2,268 | $83K |
| NBT Bank, N.A. | 0.01% | Reduce -40.4% | 2,233 | $82K |
| Concord Wealth Partners | 0.01% | Reduce -38.0% | 2,088 | $77K |
| Ascentis Wealth Management, LLC | 0.02% | Add +4486.7% | 2,064 | $76K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +1222.8% | 1,971 | $73K |
| Olistico Wealth, LLC | 0.04% | Add +43.9% | 1,963 | $72K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,921 | $71K |
| Investors Research Corp | 0.02% | Add +10.1% | 1,918 | $71K |
| Bell Investment Advisors, Inc | 0.01% | Add +1.2% | 1,901 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -57.5% | 1,981 | $70K |
| Promus Capital, LLC | 0.05% | No change | 1,881 | $69K |
| Robinswood Financial LLC | 0.03% | No change | 1,879 | $69K |
| Smartleaf Asset Management LLC | 0.01% | New | 1,699 | $62K |
| Whittier Trust Co. | 0.00% | No change | 1,560 | $57K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.1% | 1,500 | $55K |
| NFSG Corp | 0.01% | No change | 1,500 | $55K |
| Fifth Third Bancorp | 0.00% | Add +73.4% | 1,498 | $55K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,422 | $52K |
| Towne Trust Company, N.A | 0.02% | No change | 1,288 | $47K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,242 | $46K |
| NorthRock Partners, LLC | 0.00% | Reduce -23.2% | 1,194 | $44K |
| First Financial Corp. | 0.02% | No change | 1,188 | $44K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +4.0% | 1,044 | $38K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,025 | $38K |
| Arlington Trust Co LLC | 0.01% | New | 1,000 | $37K |
| Key Financial Inc | 0.01% | No change | 930 | $34K |
| Transce3nd, LLC | 0.02% | Add +18.6% | 924 | $34K |
| Golden State Wealth Management, LLC | 0.01% | Add +152.8% | 920 | $34K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 882 | $32K |
| Franklin Resources Inc. | 0.00% | New | 869 | $32K |
| Mather Group, Llc. | 0.00% | New | 849 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Add +18.5% | 762 | $28K |
| Opal Wealth Advisors, LLC | 0.01% | New | 756 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | New | 735 | $27K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -12.1% | 714 | $26K |
| Pacifica Partners Inc. | 0.01% | Reduce -30.5% | 695 | $25K |
| Front Row Advisors LLC | 0.01% | No change | 670 | $25K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 655 | $24K |
| Financial Management Professionals, Inc. | 0.00% | New | 597 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 576 | $21K |
| Larson Financial Group LLC | 0.00% | Reduce -47.0% | 562 | $21K |
| Spire Wealth Management | 0.00% | Add +38.0% | 512 | $19K |
| Bank & Trust Co | 0.01% | No change | 464 | $17K |
| SouthState Bank Corp | 0.00% | Add +41.9% | 457 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 450 | $17K |
| New Millennium Group LLC | 0.01% | No change | 437 | $16K |
| Bogart Wealth, LLC | 0.00% | Add +17.0% | 419 | $15K |
| Millstone Evans Group, LLC | 0.01% | Add +1.2% | 408 | $15K |
| Fairscale Capital, LLC | 0.01% | New | 406 | $15K |
| Rossby Financial, LCC | 0.00% | New | 312 | $11K |
| Lanark Financial, Inc. | 0.00% | — | 323 | $11K |
| CENTRAL TRUST Co | 0.00% | Reduce -82.8% | 296 | $11K |
| Stephens Consulting, LLC | 0.00% | Add +1.0% | 294 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 272 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 269 | $10K |
| MCF Advisors LLC | 0.00% | No change | 266 | $10K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -44.8% | 263 | $10K |
| Activest Wealth Management | 0.00% | Add +1.2% | 261 | $10K |
| Salem Investment Counselors Inc. | 0.00% | New | 239 | $9K |
| Ameriflex Group, Inc. | 0.00% | No change | 236 | $9K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -84.1% | 233 | $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 |
| PFG Private Wealth Management, LLC | 0.00% | Reduce -7.1% | 223 | $8K |
| Tompkins Financial Corp. | 0.00% | New | 223 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 213 | $8K |
| Rialto Wealth Management, LLC | 0.00% | No change | 196 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 193 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.1% | 181 | $7K |
| Whipplewood Advisors, LLC | 0.00% | New | 17 | $7K |
| Archer Investment Corp | 0.00% | No change | 183 | $7K |
| Caldwell Trust Co | 0.00% | Reduce -77.2% | 181 | $7K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 176 | $6K |
| Piscataqua Savings Bank | 0.01% | No change | 168 | $6K |
| Sandy Spring Bank | 0.00% | New | 161 | $6K |
| Citizens National Bank Trust Department | 0.00% | New | 143 | $5K |
| Eq Wealth Advisors, LLC | 0.00% | New | 142 | $5K |
| Twin Lakes Capital Management, LLC | 0.00% | New | 139 | $5K |
| Independence Bank of Kentucky | 0.00% | Add +27.9% | 133 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 116 | $4K |
| YANKCOM Partnership | 0.00% | No change | 111 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 109 | $4K |
| Winthrop Capital Management, LLC | 0.00% | No change | 98 | $4K |
| Park Square Financial Group, LLC | 0.00% | Reduce -13.0% | 94 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 94 | $3K |
| Asset Management One Co., Ltd. | 0.00% | Add +1640.0% | 87 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 86 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 85 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 69 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +14.3% | 64 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | New | 61 | $2K |
| Glassman Wealth Services | 0.00% | New | 61 | $2K |
| CNB Bank | 0.00% | No change | 60 | $2K |
| City State Bank | 0.00% | No change | 56 | $2K |
| Avion Wealth | 0.00% | No change | 58 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 48 | $2K |
| Coastline Trust Co | 0.00% | No change | 48 | $2K |
| LRI Investments, LLC | 0.00% | No change | 39 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 38 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 31 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 31 | $1K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -65.1% | 30 | $1K |
| Cheviot Value Management, LLC | 0.00% | New | 29 | $1K |
| Coston, McIsaac & Partners | 0.00% | New | 41 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $1K |
| Daiwa Securities Group Inc. | 0.00% | New | 34 | $1K |
| WealthShield Partners, LLC | 0.00% | Reduce -15.6% | 27 | $994 |
| Cornerstone Planning Group LLC | 0.00% | Add +4.0% | 26 | $939 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $737 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 20 | $736 |
| Hollencrest Capital Management | 0.00% | No change | 20 | $736 |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 19 | $699 |
| Creative Financial Designs Inc. | 0.00% | No change | 15 | $552 |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 12 | $446 |
| Blue Trust, Inc. | 0.00% | New | 12 | $442 |
| Darwin Wealth Management, LLC | 0.00% | No change | 12 | $441 |
| Barclays PLC | 0.00% | New | 10 | $368 |
| 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.