iShares Broad Usd High YieldUSHYETF
13F holders, Q2 2025 (June 30)577holders +17
81new positions
69sold out
5famous investors
$37.52avg. 13F price*
At the end of Q2 2025, 577 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 17 from Q1 2025. 81 opened new positions and 69 sold out. The largest holders were Prudential PLC ($2.8B), BlackRock, Inc. ($1.7B) and Wells Fargo & Company ($1.5B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $702.0M |
| Exits | 69 | $255.0M |
All 13F filers, Q1 2025 → Q2 2025: 101,654,706 shares bought and 30,114,959 shares sold, net +71,539,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 577 holders
| Prudential PLC | 17.25% | Reduce -5.5% | 75,293,185 | $2.8B |
| BlackRock, Inc. | 0.03% | Add +18.6% | 45,973,300 | $1.7B |
| Wells Fargo & Company | 0.33% | Add +4.1% | 39,789,440 | $1.5B |
| Northern Trust Corp. | 0.18% | Reduce -12.9% | 35,043,226 | $1.3B |
| Bank of America Corp. | 0.09% | Add +5.7% | 29,365,210 | $1.1B |
| JPMorgan Chase & Co. | 0.07% | Add +208.8% | 25,278,570 | $948.2M |
| Jones Financial Companies LLLP | 0.63% | Add +7.2% | 22,299,575 | $834.0M |
| Ilmarinen Mutual Pension Insurance Co | 5.15% | Reduce -0.6% | 17,080,000 | $640.7M |
| Raymond James Financial Inc. | 0.21% | Add +3.8% | 16,496,902 | $618.8M |
| Goldman Sachs Group Inc. | 0.10% | Add +4.8% | 16,420,973 | $616.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3.14% | Add +526.3% | 14,399,000 | $540.1M |
| Counterpoint Mutual Funds LLC | 43.77% | Add +151.5% | 13,188,558 | $494.7M |
| Morgan Stanley | 0.03% | Add +1.3% | 12,555,513 | $471.0M |
| Ocean Park Asset Management, LLC | 15.19% | No change | 11,630,696 | $428.1M |
| Tiaa Trust, National Association | 0.86% | Add +112.2% | 8,868,136 | $332.0M |
| Japan Science & Technology Agency | 5.25% | No change | 8,819,906 | $330.8M |
| FMR LLC | 0.01% | Add +7386.7% | 6,984,595 | $262.0M |
| Toews Corp. | 33.57% | New | 6,149,000 | $230.6M |
| Thrivent Financial for Lutherans | 0.47% | Reduce -9.1% | 5,617,910 | $210.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +19.9% | 5,466,151 | $205.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.54% | New | 4,445,406 | $166.7M |
| LPL Financial LLC | 0.05% | Reduce -9.7% | 4,376,374 | $164.2M |
| Principal Financial Group Inc. | 0.08% | Add +1134.1% | 4,220,839 | $158.3M |
| Kensington Asset Management, LLC | 10.75% | Reduce -18.4% | 3,795,450 | $142.4M |
| 1832 Asset Management L.P. | 0.23% | Add +55.8% | 3,591,445 | $134.7M |
| Royal Bank of Canada | 0.03% | Add +206.9% | 3,513,071 | $131.8M |
| Silver Point Capital L.P. | 10.12% | New | 2,950,000 | $110.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -9.8% | 2,908,868 | $109.1M |
| Assetmark, Inc. | 0.24% | Add +75.9% | 2,682,367 | $100.6M |
| Nepc LLC | 2.43% | No change | 2,563,323 | $96.2M |
| SigFig Wealth Management, LLC | 2.84% | Add +2.1% | 2,291,910 | $85.7M |
| Alaska Permanent Fund Corp | 5.07% | Add +74.3% | 2,286,619 | $85.5M |
| Bank of New York Mellon Corp | 0.02% | Add +18.7% | 2,185,643 | $82.0M |
| Citigroup Inc. | 0.06% | Add +18.8% | 2,124,089 | $79.7M |
| 1607 Capital Partners, LLC | 6.15% | Reduce -3.3% | 2,021,200 | $75.8M |
| UBS Group AG | 0.02% | Reduce -33.0% | 2,010,966 | $75.4M |
| One Capital Management, LLC | 2.30% | Add +3.1% | 1,767,633 | $66.3M |
| Rebalance, LLC | 4.36% | Add +0.7% | 1,711,264 | $64.2M |
| Bricktown Capital, LLC | 10.70% | Add +0.3% | 1,574,912 | $59.1M |
| Cerity Partners LLC | 0.10% | Reduce -2.4% | 1,536,717 | $57.6M |
| Cwm, LLC | 0.20% | Add +32.7% | 1,519,300 | $57.0M |
| American Century Companies Inc. | 0.03% | No change | 1,480,560 | $55.5M |
| Factory Mutual Insurance Co. | 0.56% | No change | 1,355,000 | $50.8M |
| Venturi Wealth Management, LLC | 2.50% | Add +4385.2% | 1,349,330 | $50.6M |
| Betterment LLC | 0.10% | Add +9.4% | 1,294,511 | $48.6M |
| Allstate Corp. | 3.44% | Reduce -35.9% | 1,274,000 | $47.8M |
| Wealthfront Advisers LLC | 0.12% | Reduce -4.5% | 1,225,670 | $46.0M |
| Koss-Olinger Consulting, LLC | 3.73% | Reduce -7.7% | 1,212,510 | $45.5M |
| NEOS Investment Management LLC | 0.55% | Add +23.0% | 1,182,174 | $44.1M |
| Osaic Holdings, Inc. | 0.08% | Add +11.4% | 1,136,643 | $42.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -68.2% | 1,101,515 | $41.3M |
| Roberts Financial Services LLC | 13.74% | Reduce -40.9% | 1,061,940 | $39.8M |
| Angeles Investment Advisors, LLC | 2.22% | Reduce -34.7% | 1,048,000 | $39.3M |
| DSC Meridian Capital LP | 25.66% | Reduce -15.0% | 1,013,199 | $38.0M |
| Manning & Napier Advisors LLC | 0.45% | Add +858.4% | 1,003,025 | $37.6M |
| Prime Capital Investment Advisors, LLC | 0.49% | Reduce -5.1% | 990,338 | $37.1M |
| US Bancorp \de | 0.05% | Add +2.8% | 990,169 | $37.1M |
| Mercer Global Advisors Inc. | 0.08% | Add +1.9% | 981,399 | $36.8M |
| Cetera Investment Advisers | 0.06% | Add +7.3% | 875,803 | $32.9M |
| Capital Asset Advisory Services LLC | 1.53% | Reduce -0.8% | 879,733 | $32.8M |
| Axxcess Wealth Management, LLC | 0.79% | Reduce -2.0% | 872,245 | $32.7M |
| Mackenzie Financial Corp. | 0.04% | Add +7.8% | 840,484 | $31.5M |
| Baird Financial Group, Inc. | 0.06% | Add +206.7% | 835,552 | $31.3M |
| BTS Asset Management, Inc. | 36.38% | Add +274.6% | 805,427 | $30.2M |
| Stifel Financial Corp. | 0.03% | Add +1.5% | 789,691 | $29.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +439.7% | 774,867 | $29.1M |
| Prestige Wealth Management Group LLC | 5.55% | Reduce -4.1% | 725,945 | $27.2M |
| a16z Perennial Management, L.P. | 1.94% | New | 226,366 | $23.4M |
| &partners | 0.18% | Reduce -4.9% | 618,865 | $23.2M |
| Santa Clara Valley Transportation Authority | 21.85% | No change | 614,225 | $23.0M |
| Ameriprise Financial Inc. | 0.01% | Add +335.1% | 614,001 | $23.0M |
| Clearstead Advisors, LLC | 0.32% | Add +6188.3% | 610,653 | $22.9M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -16.2% | 591,461 | $22.2M |
| Fort Washington Investment Advisors Inc. | 0.12% | New | 572,228 | $21.5M |
| Baker Avenue Asset Management, LP | 0.60% | Add +2.4% | 564,075 | $21.2M |
| Neuberger Berman Group LLC | 0.02% | Add +2.5% | 559,086 | $21.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.32% | New | 550,000 | $20.6M |
| Truist Financial Corp. | 0.03% | Add +52.2% | 539,344 | $20.2M |
| Phillips Financial Management, LLC | 1.42% | Add +1.6% | 523,249 | $19.6M |
| Partners Capital Investment Group, LLP | 0.76% | Reduce -59.4% | 498,961 | $18.7M |
| First Command Advisory Services, Inc. | 0.16% | Add +15.4% | 498,512 | $18.7M |
| National Bank of Canada | 0.02% | Add +292.8% | 488,026 | $18.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.0% | 487,638 | $18.3M |
| Barings LLC | 0.40% | New | 445,500 | $16.7M |
| Renaissance Technologies | 0.02% | New | 421,457 | $15.8M |
| Wedmont Private Capital | 0.65% | Reduce -0.8% | 406,461 | $15.2M |
| Prudential Financial Inc. | 0.02% | Reduce -2.4% | 404,138 | $15.2M |
| Alliancebernstein L.P. | 0.00% | Add +3.6% | 401,924 | $15.1M |
| Focus Partners Advisor Solutions, LLC | 0.20% | New | 401,208 | $15.0M |
| Allegiance Financial Group Advisory Services LLC | 3.98% | Add +6.6% | 400,305 | $15.0M |
| State of New Jersey Common Pension Fund D | 0.06% | New | 400,000 | $15.0M |
| Principal Securities, Inc. | 0.28% | Add +39.3% | 390,542 | $14.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +39.7% | 386,653 | $14.5M |
| Equitable Holdings, Inc. | 0.12% | Reduce -12.0% | 379,065 | $14.2M |
| Alps Advisors Inc. | 0.08% | Add +41.4% | 373,988 | $14.0M |
| Shenkman Capital Management Inc. | 9.01% | Reduce -30.6% | 344,380 | $12.9M |
| HRT Financial LP | 0.06% | Reduce -31.4% | 338,106 | $12.7M |
| Summit Wealth Group, LLC | 3.25% | Add +982.7% | 337,425 | $12.7M |
| Trek Financial, LLC | 0.83% | Add +274.6% | 331,281 | $12.4M |
| Northeast Financial Group, Inc. | 3.85% | Add +47.4% | 324,016 | $12.2M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -53.3% | 311,410 | $11.7M |
| New York Life Investment Management LLC | 0.11% | Add +30.9% | 310,853 | $11.7M |
| JTC Employer Solutions Trustee Ltd | 1.11% | No change | 310,219 | $11.6M |
| Trajan Wealth LLC | 0.57% | Add +8.6% | 309,413 | $11.6M |
| Logan Stone Capital, LLC | 5.40% | Reduce -68.9% | 305,733 | $11.5M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -24.0% | 276,400 | $10.4M |
| FC Advisory LLC | 3.19% | Add +1.5% | 275,659 | $10.3M |
| FORM Wealth Advisors, LLC | 1.24% | Reduce -30.5% | 272,994 | $10.2M |
| Destiny Wealth Partners, LLC | 1.32% | Add +5.1% | 262,194 | $9.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.58% | New | 257,100 | $9.6M |
| Deutsche Bank AG | 0.00% | Reduce -46.1% | 256,786 | $9.6M |
| Pathstone Holdings, LLC | 0.04% | Reduce -25.3% | 256,358 | $9.6M |
| Fifth Third Securities, Inc. | 0.72% | Reduce -1.4% | 253,932 | $9.5M |
| Heritage Family Offices, LLP | 4.68% | Add +0.0% | 251,467 | $9.2M |
| Engineers Gate Manager LP | 0.11% | Add +4073.7% | 245,704 | $9.2M |
| Sage Advisory Services, Ltd.Co. | 4.87% | Add +11.2% | 238,455 | $8.9M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -19.8% | 238,192 | $8.9M |
| CoreCap Advisors, LLC | 0.36% | Add +9.6% | 236,694 | $8.9M |
| Sanctuary Advisors, LLC | 0.05% | Add +13.2% | 234,625 | $8.8M |
| Simplicity Wealth,LLC | 0.36% | Add +149.7% | 232,550 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +22.2% | 232,829 | $8.7M |
| Nuveen, LLC | 0.00% | Reduce -1.3% | 226,206 | $8.5M |
| Grove Bank & Trust | 1.05% | Add +1.6% | 223,846 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +0.2% | 223,138 | $8.4M |
| Sumitomo Life Insurance Co. | 0.56% | Reduce -64.3% | 219,900 | $8.2M |
| Howe & Rusling Inc. | 0.59% | Add +2.3% | 213,415 | $8.0M |
| Fisher Asset Management | 0.00% | Reduce -9.9% | 208,991 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +307.7% | 203,181 | $7.6M |
| Modern Wealth Management, LLC | 0.18% | New | 190,962 | $7.2M |
| Keeler Thomas Management LLC | 2.84% | New | 175,910 | $6.6M |
| Founders Financial Securities LLC | 0.49% | Add +63.9% | 171,308 | $6.4M |
| Grey Fox Wealth Advisors, LLC | 1.50% | Add +3.3% | 167,793 | $6.3M |
| Tolleson Wealth Management, Inc. | 1.07% | Reduce -3.3% | 167,643 | $6.3M |
| Parr McKnight Wealth Management Group, LLC | 0.85% | Reduce -11.4% | 165,549 | $6.2M |
| Sigma Planning Corp | 0.19% | Reduce -1.3% | 165,055 | $6.2M |
| Forte Asset Management LLC | 3.14% | Reduce -2.9% | 164,403 | $6.2M |
| Sagespring Wealth Partners, LLC | 0.13% | Reduce -9.1% | 163,280 | $6.1M |
| UMB Bank, n.a. | 0.10% | Add +1.7% | 163,255 | $6.1M |
| World Investment Advisors | 0.14% | Reduce -12.8% | 162,151 | $6.1M |
| Horizon Investments, LLC | 0.10% | Add +78.1% | 163,917 | $6.1M |
| Single Point Partners, LLC | 1.31% | Add +0.4% | 160,113 | $6.0M |
| Little Harbor Advisors, LLC | 3.54% | New | 159,100 | $6.0M |
| Ninety One UK Ltd | 0.01% | No change | 150,811 | $5.7M |
| Comerica Bank | 0.02% | Reduce -8.6% | 148,390 | $5.6M |
| Edgestream Partners, L.P. | 0.15% | Add +644.6% | 148,112 | $5.6M |
| Cornerstone Management, Inc. | 0.96% | Reduce -0.6% | 147,998 | $5.6M |
| CreativeOne Wealth, LLC | 0.14% | Add +35.6% | 147,003 | $5.5M |
| Focus Partners Wealth | 0.01% | Add +40.5% | 144,821 | $5.4M |
| Vise Technologies, Inc. | 0.22% | — | 142,422 | $5.3M |
| Creative Planning | 0.00% | Reduce -38.3% | 138,724 | $5.2M |
| American Trust | 0.46% | New | 131,310 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +6.3% | 130,201 | $4.9M |
| Chesapeake Wealth Management | 1.61% | Add +1.1% | 128,330 | $4.8M |
| Monument Capital Management | 1.25% | Reduce -21.2% | 127,608 | $4.8M |
| Securian Asset Management, Inc. | 0.14% | No change | 126,886 | $4.8M |
| Ascent Group, LLC | 0.18% | Add +2.3% | 126,250 | $4.7M |
| Maseco LLP | 0.18% | — | 125,135 | $4.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +282.9% | 124,090 | $4.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.17% | Add +11.9% | 120,433 | $4.5M |
| Ellevest, Inc. | 0.68% | Reduce -6.7% | 114,193 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +1.9% | 111,414 | $4.2M |
| Hohimer Wealth Management, LLC | 0.74% | Reduce -4.3% | 110,765 | $4.2M |
| David Kennon Inc | 1.55% | Reduce -22.7% | 110,283 | $4.1M |
| Topel & Distasi Wealth Management, LLC | 2.12% | Reduce -38.2% | 108,031 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +28.2% | 107,798 | $4.0M |
| Mechanics Bank Trust Department | 0.57% | Reduce -47.9% | 105,686 | $4.0M |
| Y.D. More Investments Ltd | 0.27% | Reduce -73.0% | 104,903 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +123.0% | 103,580 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +29.6% | 102,143 | $3.8M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -38.8% | 99,072 | $3.7M |
| Ethos Financial Group, LLC | 0.32% | Reduce -62.6% | 98,772 | $3.7M |
| Flow Traders U.S. LLC | 0.14% | New | 97,897 | $3.7M |
| Charles Schwab Trust Co | 0.28% | Add +206.9% | 97,813 | $3.7M |
| Gibbs Wealth Management | 0.70% | Add +4.0% | 97,104 | $3.6M |
| Tucker Asset Management LLC | 1.16% | New | 96,935 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +6.1% | 92,968 | $3.5M |
| Heritage Oak Wealth Advisors LLC | 1.37% | Add +360.2% | 92,624 | $3.5M |
| Financial & Tax Architects, LLC | 0.84% | Reduce -3.3% | 92,525 | $3.5M |
| Natixis Advisors, LLC | 0.01% | Add +4.5% | 90,863 | $3.4M |
| HSBC Holdings PLC | 0.00% | Reduce -3.3% | 90,078 | $3.4M |
| Park Avenue Securities LLC | 0.03% | New | 88,600 | $3.3M |
| Strive Asset Management, LLC | 2.00% | Add +17.8% | 88,503 | $3.3M |
| Octavia Wealth Advisors, LLC | 0.37% | Add +1.5% | 87,478 | $3.3M |
| Aberdeen Group plc | 0.01% | Add +59.9% | 86,440 | $3.2M |
| SWS Partners | 0.87% | Add +0.1% | 85,703 | $3.2M |
| Guggenheim Capital LLC | 0.03% | Add +11.1% | 84,315 | $3.2M |
| Paragon Advisors, LLC | 0.82% | Reduce -34.5% | 83,251 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +13.5% | 82,957 | $3.1M |
| Kathmere Capital Management, LLC | 0.24% | Add +2.0% | 82,929 | $3.1M |
| Vicus Capital | 0.26% | Add +6.0% | 82,539 | $3.1M |
| Balefire, LLC | 0.66% | Add +4.2% | 80,654 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +50.5% | 80,052 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.10% | New | 78,475 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +26.6% | 78,215 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 77,265 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +3.7% | 77,225 | $2.9M |
| Riversedge Advisors, LLC | 0.55% | Add +47.2% | 74,352 | $2.8M |
| New Wave Wealth Advisors LLC | 1.18% | Reduce -0.3% | 74,319 | $2.8M |
| Counterweight Ventures, LLC | 1.79% | Add +3.4% | 72,952 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +31.2% | 72,034 | $2.7M |
| Innovative Wealth Building LLC | 2.19% | Reduce -13.9% | 70,500 | $2.6M |
| Brookstone Capital Management | 0.03% | Reduce -10.7% | 68,520 | $2.6M |
| Integrated Advisors Network LLC | 0.11% | Add +0.3% | 65,751 | $2.5M |
| Level Four Advisory Services, LLC | 0.09% | Add +2.0% | 63,182 | $2.4M |
| Verus Capital Partners, LLC | 0.20% | Add +10.5% | 61,122 | $2.3M |
| Global Retirement Partners, LLC | 0.06% | — | 60,667 | $2.3M |
| Consolidated Portfolio Review Corp | 0.31% | Reduce -0.9% | 60,280 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +6.2% | 59,964 | $2.2M |
| Unison Advisors LLC | 0.25% | Add +3.1% | 59,243 | $2.2M |
| Leeward Financial Partners, LLC | 0.70% | Add +6.6% | 59,134 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +40.5% | 58,937 | $2.2M |
| Goldstone Financial Group, LLC | 0.29% | Reduce -22.6% | 58,838 | $2.2M |
| Belpointe Asset Management LLC | 0.09% | New | 57,534 | $2.2M |
| WealthCare Investment Partners, LLC | 0.76% | Add +8.1% | 56,679 | $2.1M |
| New England Asset Management Inc. | 0.32% | No change | 53,145 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -30.1% | 50,621 | $1.9M |
| State of Wisconsin - Board of Commissioners of Public Lands | 1.17% | No change | 48,550 | $1.8M |
| Angel Oak Capital Advisors, LLC | 2.57% | Reduce -10.8% | 48,500 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Add +99.0% | 47,963 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +100.8% | 47,793 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -0.6% | 47,504 | $1.8M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 47,000 | $1.8M |
| Verdence Capital Advisors LLC | 0.12% | Add +5.2% | 46,253 | $1.7M |
| Scott Marsh Financial, LLC | 0.64% | — | 45,836 | $1.7M |
| High Net Worth Advisory Group LLC | 0.44% | Reduce -2.6% | 44,370 | $1.7M |
| Mariner, LLC | 0.00% | Add +13.0% | 44,030 | $1.7M |
| Joel Adams & Associates, Inc. | 1.46% | Add +5.4% | 43,907 | $1.6M |
| Cordgrass Capital Advisors, LLC | 0.44% | Reduce -7.2% | 43,660 | $1.6M |
| Townsquare Capital LLC | 0.16% | Reduce -88.2% | 43,064 | $1.6M |
| LeConte Wealth Management, LLC | 1.09% | Add +87.5% | 42,976 | $1.6M |
| Ascentis Independent Advisors | 0.30% | Reduce -12.8% | 42,731 | $1.6M |
| Twele Capital Management, Inc. | 0.32% | No change | 42,630 | $1.6M |
| Atlas Legacy Advisors, LLC | 0.34% | Add +6.0% | 41,448 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -58.6% | 41,083 | $1.5M |
| Gotham Asset Management | 0.01% | Reduce -0.2% | 41,063 | $1.5M |
| Titleist Asset Management, LLC | 0.15% | Reduce -0.3% | 40,678 | $1.5M |
| FDx Advisors, Inc. | 0.46% | New | 39,889 | $1.5M |
| Wetzel Investment Advisors, Inc. | 0.68% | Reduce -61.9% | 39,340 | $1.5M |
| Primoris Wealth Advisors, LLC | 1.00% | No change | 38,950 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +423.2% | 38,767 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Reduce -1.2% | 36,340 | $1.4M |
| TFB Advisors LLC | 0.36% | Add +8.9% | 36,271 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +50.5% | 36,105 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Add +4.8% | 35,879 | $1.3M |
| Kestra Investment Management, LLC | 0.04% | Add +46.1% | 35,050 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -4.9% | 34,791 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +2.8% | 34,656 | $1.3M |
| Braun-Bostich & Associates Inc. | 0.89% | Reduce -21.6% | 34,639 | $1.3M |
| BTG Pactual Asset Management US LLC | 0.17% | Reduce -2.5% | 34,185 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.4% | 33,472 | $1.3M |
| Windsor Capital Management, LLC | 0.37% | Add +19.8% | 33,407 | $1.3M |
| Sunbelt Securities, Inc. | 0.11% | Add +5.0% | 33,759 | $1.2M |
| Fiducient Advisors LLC | 0.15% | No change | 32,534 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.10% | Add +0.0% | 32,190 | $1.2M |
| Brighton Jones LLC | 0.03% | Add +8.2% | 31,929 | $1.2M |
| Endeavor Private Wealth, Inc. | 0.56% | Reduce -51.1% | 31,592 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Add +45.4% | 31,534 | $1.2M |
| Neumann Capital Management, LLC | 0.37% | Add +11.8% | 31,427 | $1.2M |
| Defined Wealth Management, LLC | 0.72% | Add +24.5% | 31,196 | $1.2M |
| Advisory Alpha, LLC | 0.04% | Reduce -9.1% | 30,986 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +26.1% | 30,629 | $1.1M |
| CGN Advisors LLC | 0.10% | Reduce -8.6% | 30,361 | $1.1M |
| Roman Butler Fullerton & Co. | 0.33% | New | 30,132 | $1.1M |
| M Holdings Securities, Inc. | 0.19% | New | 29,581 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -7.2% | 29,225 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.11% | Add +18.6% | 28,491 | $1.1M |
| Asset Management One Co., Ltd. | 0.00% | Add +32508.0% | 28,369 | $1.1M |
| Simon Quick Advisors, LLC | 0.05% | New | 28,060 | $1.1M |
| Millennium Management | 0.00% | Reduce -2.3% | 28,039 | $1.1M |
| Sovran Advisors, LLC | 0.11% | Add +120.8% | 27,447 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -7.3% | 27,150 | $1.0M |
| Headlands Technologies LLC | 0.12% | New | 27,069 | $1.0M |
| Decker Retirement Planning Inc. | 0.59% | Add +11484.5% | 26,992 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +22.0% | 26,977 | $1.0M |
| Arkadios Wealth Advisors | 0.03% | Add +128.3% | 26,624 | $999K |
| CAP Partners, LLC | 0.63% | Add +3.1% | 26,543 | $996K |
| Hexagon Capital Partners LLC | 0.22% | Add +2.0% | 26,364 | $989K |
| Private Advisor Group, LLC | 0.01% | Reduce -16.9% | 25,994 | $975K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -43.2% | 25,502 | $957K |
| M&T Bank Corp | 0.00% | Reduce -36.4% | 25,472 | $956K |
| Massachusetts Financial Services Co. | 0.00% | New | 24,800 | $930K |
| AQR Capital Management | 0.00% | Reduce -31.4% | 24,575 | $922K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +2.5% | 24,003 | $900K |
| Condor Capital Management | 0.08% | Reduce 0.0% | 23,870 | $895K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +16.4% | 23,686 | $888K |
| Capital Analysts, LLC | 0.03% | Add +104.0% | 23,453 | $880K |
| Winch Advisory Services, LLC | 0.21% | Reduce -3.1% | 23,317 | $875K |
| Occidental Asset Management, LLC | 0.12% | Add +100.2% | 22,939 | $860K |
| GatePass Capital, LLC | 0.57% | New | 22,600 | $848K |
| Arrowroot Family Office, LLC | 0.37% | — | 22,191 | $832K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 22,054 | $827K |
| Barnes Wealth Management Group, Inc | 0.49% | Add +5.8% | 21,981 | $825K |
| Naples Global Advisors, LLC | 0.07% | Reduce -5.6% | 21,817 | $818K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.5% | 21,582 | $810K |
| RVW Wealth, LLC | 0.07% | No change | 21,037 | $789K |
| SageView Advisory Group, LLC | 0.03% | Add +49.8% | 20,639 | $772K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -5.9% | 20,349 | $763K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +35.9% | 20,140 | $755K |
| First Horizon Advisors, Inc. | 0.02% | Add +135.2% | 20,132 | $755K |
| Bank of Montreal | 0.00% | Add +27.9% | 20,126 | $755K |
| Petix & Botte Co | 0.18% | Add +2.2% | 20,004 | $750K |
| Sei Investments Co. | 0.00% | New | 19,392 | $727K |
| Avior Wealth Management, LLC | 0.02% | Reduce -10.8% | 19,179 | $719K |
| Mullooly Asset Management, Inc. | 0.30% | Add +1.7% | 19,058 | $715K |
| Portside Wealth Group, LLC | 0.11% | Add +10.4% | 18,980 | $712K |
| Financial Advocates Investment Management | 0.06% | Reduce -1.6% | 18,647 | $699K |
| AMG National Trust Bank | 0.02% | Add +2.1% | 18,383 | $690K |
| Modera Wealth Management, LLC | 0.01% | Add +2.5% | 18,133 | $680K |
| Hilltop Holdings Inc. | 0.04% | Reduce -26.8% | 17,730 | $665K |
| IHT Wealth Management, LLC | 0.02% | Reduce -16.4% | 17,265 | $648K |
| Whittier Trust Co. | 0.01% | Add +1001.6% | 17,185 | $644K |
| CW Advisors, LLC | 0.01% | Add +68.8% | 17,105 | $642K |
| Peak Planning Group, LLC | 0.40% | Add +45.0% | 16,759 | $629K |
| Independent Wealth Network Inc. | 0.23% | Reduce -1.4% | 16,740 | $628K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 16,000 | $600K |
| RFG Advisory, LLC | 0.01% | Add +39.3% | 15,790 | $592K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -2.3% | 15,773 | $592K |
| Corient Private Wealth LP | 0.00% | New | 15,713 | $589K |
| Wakefield Asset Management LLLP | 0.16% | Add +3.1% | 15,707 | $589K |
| Compound Planning, Inc. | 0.02% | Add +18.7% | 15,537 | $583K |
| Euro Pacific Asset Management, LLC | 0.09% | No change | 14,875 | $558K |
| Pines Wealth Management, LLC | 0.20% | Reduce -23.7% | 14,856 | $555K |
| Clarity Capital Partners LLC | 0.20% | Reduce -71.3% | 14,587 | $547K |
| Symmetry Partners, LLC | 0.07% | Reduce -24.1% | 14,503 | $544K |
| MMBG Investment Advisors Co. | 0.05% | No change | 14,440 | $542K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.2% | 14,274 | $535K |
| Provident Wealth Management, LLC | 0.17% | Reduce -3.2% | 14,221 | $533K |
| First PREMIER Bank | 0.13% | No change | 14,200 | $533K |
| Pure Financial Advisors, LLC | 0.01% | Add +57.2% | 14,110 | $529K |
| Advyzon Investment Management, LLC | 0.11% | Add +47.8% | 13,632 | $511K |
| Independent Financial Group, LLC | 0.01% | New | 13,471 | $505K |
| Argent Trust Co | 0.02% | Add +15.6% | 13,398 | $503K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.6% | 13,140 | $493K |
| Security Financial Services, INC. | 0.09% | Reduce -62.7% | 12,926 | $485K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -13.4% | 12,855 | $482K |
| PFG Investments, LLC | 0.03% | Add +3.2% | 12,774 | $479K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +81.9% | 12,740 | $478K |
| Strategic Blueprint, LLC | 0.02% | New | 12,704 | $477K |
| GWN Securities Inc. | 0.09% | Reduce -37.0% | 12,545 | $471K |
| Harbor Capital Advisors, Inc. | 0.02% | New | 12,464 | $468K |
| Liberty Capital Management, Inc. | 0.09% | Add +122.3% | 12,201 | $458K |
| Captrust Financial Advisors | 0.00% | Add +22.9% | 12,133 | $455K |
| Carter Financial Group, INC. | 0.30% | — | 12,060 | $452K |
| Boyd Watterson Asset Management LLC | 0.14% | Add +163.6% | 11,785 | $442K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.2% | 11,671 | $438K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -19.6% | 11,350 | $426K |
| Hillsdale Investment Management Inc. | 0.02% | Add +26.6% | 11,280 | $423K |
| Summit Financial, LLC | 0.01% | Add +4.1% | 11,231 | $421K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -1.2% | 11,181 | $419K |
| MAI Capital Management | 0.00% | Reduce -9.3% | 11,151 | $418K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.2% | 11,124 | $417K |
| IFP Advisors, Inc | 0.01% | Reduce -18.0% | 11,098 | $416K |
| L & S Advisors Inc | 0.05% | Reduce -31.6% | 10,893 | $409K |
| Narus Financial Partners, LLC | 0.12% | Reduce -1.1% | 10,630 | $399K |
| Beacon Financial Group | 0.04% | Reduce -1.5% | 10,591 | $397K |
| Covestor Ltd | 0.23% | Add +27.7% | 10,581 | $397K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -0.0% | 10,583 | $397K |
| Rothschild Wealth LLC | 0.10% | Add +16.8% | 10,484 | $393K |
| Silverlake Wealth Management LLC | 0.12% | New | 10,479 | $393K |
| TFR Capital, LLC. | 0.14% | Reduce -1.6% | 10,403 | $390K |
| GW&K Investment Management, LLC | 0.00% | Add +5.7% | 10,350 | $388K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +423.3% | 10,315 | $387K |
| Atlanta Consulting Group Advisors, LLC | 0.11% | Add +3.6% | 10,233 | $384K |
| Moors & Cabot, Inc. | 0.02% | Add +0.3% | 10,123 | $380K |
| Norden Group LLC | 0.04% | Add +3.2% | 10,026 | $376K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.1% | 9,983 | $374K |
| Unique Wealth Strategies, LLC | 0.16% | New | 9,980 | $374K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.08% | New | 9,836 | $369K |
| USAdvisors Wealth Management, LLC | 0.14% | Reduce -0.2% | 9,706 | $364K |
| Independent Advisor Alliance | 0.01% | Reduce -23.3% | 9,688 | $363K |
| Koshinski Asset Management, Inc. | 0.03% | Add +4.3% | 9,493 | $356K |
| Harbour Investments, Inc. | 0.01% | Add +5.4% | 9,462 | $355K |
| CPA Asset Management Group, LLC | 0.15% | No change | 9,384 | $352K |
| Trivium Point Advisory, LLC | 0.04% | Add +22.1% | 9,369 | $351K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -57.7% | 9,268 | $348K |
| Wealthgarden F.S. LLC | 0.28% | No change | 9,114 | $341K |
| Rinkey Investments | 0.10% | No change | 9,000 | $338K |
| Private Trust Co. NA | 0.03% | Reduce -0.3% | 8,998 | $338K |
| Drucker Wealth 3.0, LLC | 0.06% | New | 9,012 | $336K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -5.2% | 8,866 | $333K |
| International Assets Investment Management, LLC | 0.03% | Reduce -4.2% | 8,845 | $332K |
| Adams Wealth Management | 0.06% | Reduce -33.7% | 8,829 | $331K |
| CacheTech Inc. | 0.06% | Reduce -33.7% | 8,829 | $331K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.1% | 8,648 | $324K |
| Garde Capital, Inc. | 0.02% | No change | 8,613 | $323K |
| Aldebaran Financial Inc. | 0.35% | No change | 8,500 | $319K |
| Twin City Private Wealth, LLC | 0.26% | Add +28.1% | 8,477 | $318K |
| Davidson Trust Co. | 0.15% | Reduce -0.9% | 8,445 | $317K |
| Richardson Financial Services Inc. | 0.21% | Add +35.6% | 8,385 | $313K |
| My Legacy Advisors, LLC | 0.11% | No change | 8,314 | $310K |
| Genesee Capital Advisors, LLC | 0.14% | Reduce -26.8% | 8,149 | $306K |
| Mattern Wealth Management LLC | 0.06% | Add +6.5% | 8,141 | $305K |
| F/m Investments LLC | 0.01% | Reduce -66.4% | 8,078 | $303K |
| Farnam Financial LLC | 0.27% | Reduce -6.7% | 8,043 | $302K |
| Wrapmanager Inc. | 0.07% | Reduce -12.2% | 7,951 | $298K |
| Private Wealth Asset Management, LLC | 0.04% | No change | 7,907 | $297K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -40.2% | 7,882 | $295K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 7,807 | $293K |
| Mgo One Seven LLC | 0.01% | New | 7,574 | $284K |
| IRON Financial LLC | 0.15% | No change | 7,453 | $280K |
| TAGStone Capital, Inc. | 0.11% | Add +8.8% | 7,310 | $273K |
| Keystone Global Partners, LLC | 0.15% | Reduce -72.0% | 7,228 | $271K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -1.5% | 7,199 | $270K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -4.5% | 7,124 | $267K |
| Diversified Portfolios, Inc. | 0.03% | Add +1.6% | 7,106 | $267K |
| Wilson & Boucher Capital Management, LLC | 0.19% | Reduce -12.3% | 7,100 | $266K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 7,093 | $266K |
| Oxbow Advisors, LLC | 0.03% | New | 6,960 | $261K |
| Brooklyn FI, LLC | 0.07% | No change | 6,779 | $254K |
| SG Americas Securities, LLC | 0.00% | New | 6,760 | $254K |
| MRP Capital Investments, LLC | 0.17% | No change | 6,735 | $253K |
| Quartz Partners, LLC | 0.11% | Reduce -0.5% | 6,674 | $250K |
| Harbour Capital Advisors, LLC | 0.05% | Reduce -8.8% | 6,700 | $250K |
| Berkshire Asset Management LLC | 0.01% | Reduce -3.9% | 6,622 | $248K |
| Personal Cfo Solutions, LLC | 0.04% | New | 6,444 | $242K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -2.9% | 6,420 | $241K |
| Patten Group, Inc. | 0.05% | No change | 6,355 | $238K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +50.4% | 6,303 | $236K |
| Victory Financial Group, LLC | 0.04% | Reduce -15.8% | 6,145 | $231K |
| AE Wealth Management LLC | 0.00% | Reduce -10.1% | 6,067 | $228K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -0.9% | 6,056 | $227K |
| Kovack Advisors, Inc. | 0.02% | Reduce -7.2% | 5,980 | $224K |
| Daymark Wealth Partners, LLC | 0.01% | New | 5,935 | $223K |
| Two West Capital Advisors LLC | 0.14% | Reduce -2.1% | 5,901 | $221K |
| G&S Capital LLC | 0.09% | Add +1.7% | 5,863 | $220K |
| Aire Advisors, LLC | 0.04% | Reduce -1.5% | 5,795 | $217K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -30.2% | 5,777 | $217K |
| Diversify Advisory Services, LLC | 0.01% | Add +2.5% | 5,733 | $214K |
| Sound Income Strategies, LLC | 0.01% | Add +2.1% | 5,668 | $213K |
| Commerce Bank | 0.00% | No change | 5,623 | $211K |
| TSA Wealth Managment LLC | 0.08% | New | 5,549 | $208K |
| BBR Partners, LLC | 0.01% | New | 5,500 | $206K |
| Florida Financial Advisors, LLC | 0.05% | New | 5,470 | $205K |
| Disciplined Investments, LLC | 0.09% | Reduce -32.3% | 5,445 | $204K |
| PFG Advisors | 0.01% | New | 5,395 | $202K |
| Financial Network Wealth Advisors LLC | 0.23% | Add +2.3% | 5,007 | $188K |
| Beacon Capital Management, LLC | 0.02% | Reduce -7.6% | 4,914 | $184K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -60.7% | 4,898 | $184K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.2% | 4,616 | $173K |
| Arax Advisory Partners | 0.01% | Reduce -13.7% | 4,473 | $168K |
| MJT & Associates Financial Advisory Group, Inc. | 0.20% | No change | 4,403 | $165K |
| Friedenthal Financial | 0.06% | New | 3,080 | $116K |
| AdvisorNet Financial, Inc | 0.01% | Add +20.1% | 2,868 | $108K |
| Dunhill Financial, LLC | 0.03% | No change | 2,500 | $94K |
| Blair William & Co. | 0.00% | Add +1.1% | 2,353 | $88K |
| NBT Bank, N.A. | 0.01% | No change | 2,233 | $84K |
| Allworth Financial LP | 0.00% | Reduce -1.8% | 2,228 | $84K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -34.1% | 2,121 | $80K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 2,064 | $77K |
| Concord Wealth Partners | 0.01% | Reduce -3.7% | 2,011 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -23.8% | 2,009 | $75K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,981 | $74K |
| Olistico Wealth, LLC | 0.04% | Reduce -0.5% | 1,954 | $73K |
| Bell Investment Advisors, Inc | 0.01% | Add +1.7% | 1,934 | $73K |
| Investors Research Corp | 0.01% | No change | 1,918 | $72K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.1% | 1,891 | $71K |
| Promus Capital, LLC | 0.05% | No change | 1,881 | $71K |
| Robinswood Financial LLC | 0.02% | No change | 1,879 | $70K |
| Bokf, NA | 0.00% | Reduce -79.2% | 1,845 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Add +8.4% | 1,841 | $69K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.7% | 1,526 | $57K |
| GeoWealth Management, LLC | 0.00% | New | 1,504 | $56K |
| NFSG Corp | 0.01% | No change | 1,500 | $56K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,466 | $55K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,422 | $53K |
| ORG Partners LLC | 0.01% | Reduce -45.5% | 1,404 | $52K |
| Blue Trust, Inc. | 0.00% | Add +11225.0% | 1,359 | $51K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +3.1% | 1,281 | $48K |
| Cape Investment Advisory, Inc. | 0.02% | Add +62.5% | 1,238 | $46K |
| Trust Co. of Toledo NA | 0.00% | New | 1,080 | $41K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,044 | $39K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,025 | $38K |
| Truvestments Capital LLC | 0.01% | New | 1,017 | $38K |
| Lanark Financial, Inc. | 0.00% | Add +221.1% | 1,037 | $38K |
| Arlington Trust Co LLC | 0.01% | No change | 1,000 | $38K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 896 | $34K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 752 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 714 | $27K |
| First Financial Corp. | 0.01% | Reduce -40.9% | 702 | $26K |
| Pacifica Partners Inc. | 0.01% | No change | 695 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +52.9% | 688 | $26K |
| Fairscale Capital, LLC | 0.02% | Add +68.2% | 683 | $26K |
| Front Row Advisors LLC | 0.01% | No change | 670 | $25K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 666 | $25K |
| Essential Partners LLC | 0.01% | — | 663 | $25K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 620 | $23K |
| Addison Advisors LLC | 0.01% | New | 612 | $23K |
| Key Financial Inc | 0.00% | Reduce -34.4% | 610 | $23K |
| Larson Financial Group LLC | 0.00% | Add +5.3% | 592 | $22K |
| Asset Dedication, LLC | 0.00% | Add +29150.0% | 585 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 576 | $22K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -16.3% | 548 | $21K |
| Brown Brothers Harriman & Co. | 0.00% | New | 500 | $19K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 495 | $19K |
| Transce3nd, LLC | 0.01% | Reduce -47.8% | 482 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 476 | $18K |
| Bank & Trust Co | 0.01% | No change | 464 | $17K |
| New Millennium Group LLC | 0.01% | No change | 437 | $16K |
| Bogart Wealth, LLC | 0.00% | No change | 419 | $16K |
| Rossby Financial, LCC | 0.01% | Add +27.6% | 398 | $15K |
| Gen-Wealth Partners Inc | 0.01% | New | 384 | $14K |
| Trust Co. of Vermont | 0.00% | New | 348 | $13K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -62.3% | 347 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +48.9% | 335 | $13K |
| Daiwa Securities Group Inc. | 0.00% | Add +864.7% | 328 | $12K |
| Colonial Trust Co / SC | 0.00% | New | 306 | $11K |
| Anchor Investment Management, LLC | 0.00% | New | 306 | $11K |
| Blume Capital Management, Inc. | 0.00% | New | 299 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 296 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 272 | $10K |
| Raleigh Capital Management Inc. | 0.00% | Add +1.5% | 267 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 269 | $10K |
| MCF Advisors LLC | 0.00% | No change | 266 | $10K |
| Activest Wealth Management | 0.00% | Add +1.5% | 265 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | New | 264 | $10K |
| Gables Capital Management Inc. | 0.00% | New | 255 | $10K |
| Fifth Third Bancorp | 0.00% | Reduce -83.8% | 243 | $9K |
| Ameriflex Group, Inc. | 0.00% | No change | 236 | $9K |
| Tompkins Financial Corp. | 0.00% | No change | 223 | $8K |
| Brooklyn Investment Group | 0.00% | New | 220 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 213 | $8K |
| SouthState Bank Corp | 0.00% | Reduce -55.6% | 203 | $8K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 197 | $7K |
| Rialto Wealth Management, LLC | 0.00% | No change | 196 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | Add +506.4% | 188 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.7% | 184 | $7K |
| Caldwell Trust Co | 0.00% | No change | 181 | $7K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 176 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 168 | $6K |
| TD Capital Management LLC | 0.00% | Reduce -81.4% | 164 | $6K |
| Bessemer Group Inc. | 0.00% | New | 159 | $6K |
| Kilter Group LLC | 0.00% | New | 145 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 143 | $5K |
| Eq Wealth Advisors, LLC | 0.00% | No change | 142 | $5K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 139 | $5K |
| Archer Investment Corp | 0.00% | Reduce -25.1% | 137 | $5K |
| Kiker Wealth Management, LLC | 0.00% | New | 135 | $5K |
| Spire Wealth Management | 0.00% | Reduce -73.8% | 134 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 131 | $5K |
| Independence Bank of Kentucky | 0.00% | No change | 133 | $5K |
| Towne Trust Company, N.A | 0.00% | Reduce -90.7% | 120 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -80.1% | 119 | $4K |
| YANKCOM Partnership | 0.00% | No change | 111 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 109 | $4K |
| First Community Trust NA | 0.00% | New | 108 | $4K |
| Winthrop Capital Management, LLC | 0.00% | No change | 98 | $4K |
| Copia Wealth Management | 0.00% | New | 103 | $4K |
| Park Square Financial Group, LLC | 0.00% | Add +8.5% | 102 | $4K |
| GAMMA Investing LLC | 0.00% | Add +6.4% | 100 | $4K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 81 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 69 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -90.8% | 68 | $3K |
| CNB Bank | 0.00% | No change | 60 | $2K |
| City State Bank | 0.00% | No change | 56 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.5% | 56 | $2K |
| Avion Wealth | 0.00% | No change | 58 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.1% | 49 | $2K |
| Coastline Trust Co | 0.00% | No change | 48 | $2K |
| LRI Investments, LLC | 0.00% | No change | 39 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 31 | $1K |
| Cheviot Value Management, LLC | 0.00% | No change | 29 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 26 | $981 |
| Dogwood Wealth Management LLC | 0.00% | New | 22 | $818 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 21 | $773 |
| Legacy Investment Solutions, LLC | 0.00% | — | 20 | $751 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $751 |
| Hollencrest Capital Management | 0.00% | No change | 20 | $750 |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 19 | $713 |
| Creative Financial Designs Inc. | 0.00% | No change | 15 | $563 |
| WestEnd Advisors, LLC | 0.00% | New | 14 | $525 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 12 | $463 |
| Chapman Financial Group, LLC | 0.00% | — | 12 | $451 |
| Quaker Wealth Management, LLC | 0.00% | — | 2 | $76 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -99.0% | 2 | $40 |
| Frazier Financial Advisors, LLC | 0.00% | New | 1 | $38 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $37 |
| Scarborough Advisors, LLC | 0.00% | New | 42 | $0 |
"% 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.