iShares Broad Usd High YieldUSHYETF
13F holders, Q3 2025 (September 30)595holders +18
80new positions
56sold out
6famous investors
$37.77avg. 13F price*
At the end of Q3 2025, 595 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 18 from Q2 2025. 80 opened new positions and 56 sold out. The largest holders were Prudential PLC ($2.4B), Jones Financial Companies LLLP ($2.3B) and Wells Fargo & Company ($1.6B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $423.7M |
| Exits | 56 | $299.5M |
All 13F filers, Q2 2025 → Q3 2025: 77,628,010 shares bought and 58,054,116 shares sold, net +19,573,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 595 holders
| Prudential PLC | 17.99% | Reduce -14.0% | 64,782,827 | $2.4B |
| Jones Financial Companies LLLP | 1.59% | Add +177.0% | 61,767,288 | $2.3B |
| Wells Fargo & Company | 0.32% | Add +5.0% | 41,786,383 | $1.6B |
| BlackRock, Inc. | 0.03% | Reduce -13.9% | 39,558,170 | $1.5B |
| Northern Trust Corp. | 0.17% | Reduce -1.9% | 34,385,942 | $1.3B |
| Bank of America Corp. | 0.09% | Add +7.2% | 31,467,456 | $1.2B |
| Ilmarinen Mutual Pension Insurance Co | 4.94% | Add +2.0% | 17,430,000 | $658.5M |
| Goldman Sachs Group Inc. | 0.09% | Add +3.6% | 17,009,852 | $642.6M |
| Raymond James Financial Inc. | 0.20% | Add +2.0% | 16,820,246 | $635.5M |
| Counterpoint Mutual Funds LLC | 42.99% | Add +9.3% | 14,409,884 | $544.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3.12% | No change | 14,399,000 | $544.0M |
| Japan Science & Technology Agency | 8.62% | Add +45.4% | 12,819,906 | $484.3M |
| Morgan Stanley | 0.03% | Add +1.2% | 12,706,997 | $480.1M |
| Tiaa Trust, National Association | 0.86% | Add +5.6% | 9,364,978 | $353.9M |
| Ocean Park Asset Management, LLC | 12.02% | Reduce -33.7% | 7,715,343 | $291.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -69.8% | 7,632,220 | $288.3M |
| Caisse de depot et placement du Quebec | 0.51% | New | 7,557,165 | $285.5M |
| Thrivent Financial for Lutherans | 0.48% | Add +13.2% | 6,357,507 | $240.2M |
| Toews Corp. | 34.01% | Add +2.5% | 6,300,000 | $238.0M |
| FMR LLC | 0.01% | Reduce -18.0% | 5,730,022 | $216.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -7.0% | 5,085,362 | $192.1M |
| LPL Financial LLC | 0.06% | Add +14.5% | 5,009,197 | $189.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.27% | Add +3.0% | 4,579,261 | $173.0M |
| Principal Financial Group Inc. | 0.08% | Reduce -1.3% | 4,165,444 | $157.4M |
| Royal Bank of Canada | 0.03% | Add +17.6% | 4,132,747 | $156.1M |
| Kensington Asset Management, LLC | 7.11% | Reduce -17.3% | 3,140,450 | $118.6M |
| 1832 Asset Management L.P. | 0.18% | Reduce -20.2% | 2,865,939 | $108.3M |
| Assetmark, Inc. | 0.21% | Reduce -3.9% | 2,579,171 | $97.4M |
| Nepc LLC | 2.55% | No change | 2,563,323 | $96.8M |
| SigFig Wealth Management, LLC | 2.97% | Add +10.8% | 2,540,665 | $96.0M |
| Citadel Advisors | 0.07% | New | 2,295,906 | $86.7M |
| Bank of New York Mellon Corp | 0.02% | Add +2.3% | 2,235,893 | $84.5M |
| Citigroup Inc. | 0.06% | Add +4.1% | 2,212,132 | $83.6M |
| One Capital Management, LLC | 2.54% | Add +19.2% | 2,107,182 | $79.6M |
| UBS Group AG | 0.02% | Add +3.3% | 2,076,413 | $78.4M |
| 1607 Capital Partners, LLC | 5.64% | Reduce -2.1% | 1,979,500 | $74.8M |
| Angel Oak Capital Advisors, LLC | 55.06% | Add +3726.4% | 1,855,800 | $70.1M |
| Rebalance, LLC | 4.07% | Add +4.4% | 1,786,170 | $67.5M |
| Cerity Partners LLC | 0.10% | Add +10.6% | 1,698,774 | $64.2M |
| American Century Companies Inc. | 0.03% | Add +6.4% | 1,575,317 | $59.5M |
| Bricktown Capital, LLC | 9.80% | No change | 1,574,912 | $59.5M |
| Cwm, LLC | 0.17% | Add +1.1% | 1,535,274 | $58.0M |
| Betterment LLC | 0.11% | Add +16.7% | 1,510,820 | $57.1M |
| Wealthfront Advisers LLC | 0.12% | Add +12.3% | 1,376,561 | $52.0M |
| Factory Mutual Insurance Co. | 0.50% | No change | 1,355,000 | $51.2M |
| Natixis Advisors, LLC | 0.07% | Add +1370.7% | 1,336,302 | $50.5M |
| Allstate Corp. | 1.12% | Add +2.3% | 1,302,783 | $49.2M |
| Osaic Holdings, Inc. | 0.07% | Add +13.4% | 1,289,255 | $48.5M |
| NEOS Investment Management LLC | 0.36% | Add +8.0% | 1,276,768 | $48.0M |
| Mercer Global Advisors Inc. | 0.08% | Add +26.2% | 1,238,513 | $46.8M |
| State of New Jersey Common Pension Fund D | 0.17% | Add +200.0% | 1,200,000 | $45.3M |
| Koss-Olinger Consulting, LLC | 3.74% | Reduce -0.4% | 1,207,451 | $45.3M |
| Barings LLC | 0.87% | Add +165.5% | 1,183,000 | $44.7M |
| Roberts Financial Services LLC | 13.58% | Add +4.8% | 1,113,312 | $42.1M |
| Prime Capital Investment Advisors, LLC | 0.48% | Add +1.2% | 1,002,331 | $37.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -65.9% | 992,649 | $37.5M |
| US Bancorp \de | 0.04% | Add +0.1% | 991,589 | $37.5M |
| Cetera Investment Advisers | 0.04% | Add +8.4% | 949,084 | $35.9M |
| Stifel Financial Corp. | 0.03% | Add +16.4% | 919,530 | $34.7M |
| Axxcess Wealth Management, LLC | 0.73% | Add +4.7% | 913,369 | $34.5M |
| Baird Financial Group, Inc. | 0.06% | Add +8.8% | 908,814 | $34.3M |
| Mackenzie Financial Corp. | 0.04% | Add +8.1% | 908,564 | $34.3M |
| Capital Asset Advisory Services LLC | 1.48% | Add +3.1% | 907,040 | $34.3M |
| Logan Stone Capital, LLC | 15.09% | Add +187.6% | 879,417 | $33.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +11.7% | 865,186 | $32.7M |
| Focus Partners Advisor Solutions, LLC | 0.36% | Add +111.5% | 848,610 | $31.8M |
| Massachusetts Financial Services Co. | 0.01% | Add +3165.3% | 809,800 | $30.6M |
| Prestige Wealth Management Group LLC | 5.43% | Add +2.6% | 744,649 | $28.1M |
| BTS Asset Management, Inc. | 35.86% | Reduce -8.1% | 740,413 | $28.0M |
| Ameriprise Financial Inc. | 0.01% | Add +16.9% | 717,577 | $27.4M |
| &partners | 0.17% | Add +13.0% | 699,345 | $25.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +37.4% | 669,836 | $25.3M |
| Santa Clara Valley Transportation Authority | 20.92% | Add +7.5% | 660,479 | $25.0M |
| BNP Paribas Financial Markets | 0.02% | Reduce -40.1% | 659,474 | $24.9M |
| Sumitomo Life Insurance Co. | 0.76% | Add +196.1% | 651,200 | $24.6M |
| Clearstead Advisors, LLC | 0.33% | Reduce -1.4% | 602,424 | $22.8M |
| First Command Advisory Services, Inc. | 0.16% | Add +16.9% | 582,514 | $22.0M |
| Baker Avenue Asset Management, LP | 0.52% | Add +2.5% | 578,438 | $21.9M |
| Truist Financial Corp. | 0.03% | Add +7.1% | 577,818 | $21.8M |
| OneDigital Investment Advisors LLC | 0.22% | Reduce -6.0% | 556,094 | $21.0M |
| Phillips Financial Management, LLC | 1.37% | Add +5.3% | 550,954 | $20.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.30% | No change | 550,000 | $20.8M |
| Partners Capital Investment Group, LLP | 0.76% | Add +1.2% | 504,949 | $19.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +28.9% | 498,302 | $18.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -13.2% | 485,358 | $18.3M |
| DSC Meridian Capital LP | 8.80% | Reduce -54.0% | 465,711 | $17.6M |
| Ninety One UK Ltd | 0.04% | Add +207.8% | 464,171 | $17.5M |
| New York Life Investment Management LLC | 0.15% | Add +47.8% | 459,392 | $17.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.99% | Add +76.4% | 453,600 | $17.1M |
| Allegiance Financial Group Advisory Services LLC | 3.87% | Add +11.3% | 445,350 | $16.8M |
| Pathstone Holdings, LLC | 0.06% | Add +72.3% | 441,842 | $16.7M |
| Alliancebernstein L.P. | 0.01% | Add +9.3% | 439,242 | $16.6M |
| Equitable Holdings, Inc. | 0.12% | Add +14.0% | 432,297 | $16.3M |
| Wedmont Private Capital | 0.59% | Add +4.0% | 422,652 | $15.9M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +42.2% | 393,000 | $14.8M |
| Northeast Financial Group, Inc. | 3.67% | Add +20.4% | 390,232 | $14.7M |
| Loomis Sayles & Co. L P | 0.02% | Add +24.0% | 386,100 | $14.6M |
| Alps Advisors Inc. | 0.08% | Reduce -0.1% | 373,668 | $14.1M |
| Principal Securities, Inc. | 0.23% | Reduce -4.9% | 371,463 | $14.0M |
| Summit Wealth Group, LLC | 3.25% | Add +5.3% | 355,370 | $13.4M |
| Aberdeen Group plc | 0.02% | Add +301.7% | 347,238 | $13.1M |
| Trajan Wealth LLC | 0.56% | Add +10.8% | 342,881 | $13.0M |
| Shenkman Capital Management Inc. | 14.76% | Reduce -6.8% | 320,900 | $12.1M |
| Rakuten Investment Management, Inc. | 0.04% | — | 316,316 | $12.0M |
| JTC Employer Solutions Trustee Ltd | 1.01% | No change | 310,219 | $11.7M |
| Destiny Wealth Partners, LLC | 1.37% | Add +13.3% | 296,944 | $11.2M |
| Deutsche Bank AG | 0.00% | Add +10.1% | 282,763 | $10.7M |
| FC Advisory LLC | 3.06% | Add +0.6% | 277,260 | $10.5M |
| Fifth Third Securities, Inc. | 0.71% | Add +8.5% | 275,571 | $10.4M |
| Grove Bank & Trust | 1.19% | Add +19.9% | 268,503 | $10.1M |
| CoreCap Advisors, LLC | 0.37% | Add +12.9% | 267,326 | $10.1M |
| Manning & Napier Advisors LLC | 0.13% | Reduce -74.0% | 260,794 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.4% | 252,444 | $9.5M |
| Sage Advisory Services, Ltd.Co. | 4.85% | Add +2.7% | 244,987 | $9.3M |
| Hohimer Wealth Management, LLC | 1.30% | Add +120.9% | 244,725 | $9.2M |
| Heritage Family Offices, LLP | 4.15% | Reduce -6.1% | 236,040 | $8.9M |
| Howe & Rusling Inc. | 0.60% | Add +9.4% | 233,503 | $8.8M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -2.3% | 232,696 | $8.8M |
| PPM America Inc. | 46.12% | New | 227,053 | $8.6M |
| Jane Street Group, LLC | 0.01% | New | 226,695 | $8.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.1% | 220,601 | $8.3M |
| Fort Washington Investment Advisors Inc. | 0.04% | Reduce -65.3% | 198,842 | $7.5M |
| Fisher Asset Management | 0.00% | Reduce -7.5% | 193,238 | $7.3M |
| UMB Bank, n.a. | 0.11% | Add +17.5% | 191,839 | $7.2M |
| National Bank of Canada | 0.01% | Reduce -60.8% | 191,503 | $7.2M |
| Prudential Financial Inc. | 0.01% | Reduce -53.0% | 190,069 | $7.2M |
| Modern Wealth Management, LLC | 0.14% | Reduce -1.9% | 187,331 | $7.1M |
| Sigma Planning Corp | 0.20% | Add +10.6% | 182,536 | $6.9M |
| Keeler Thomas Management LLC | 3.11% | Add +2.2% | 179,743 | $6.8M |
| Grey Fox Wealth Advisors, LLC | 1.37% | Add +5.7% | 177,346 | $6.7M |
| Single Point Partners, LLC | 1.31% | Add +6.5% | 170,434 | $6.4M |
| Forte Asset Management LLC | 3.01% | Add +0.8% | 165,628 | $6.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.21% | Add +36.2% | 164,010 | $6.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -30.4% | 163,222 | $6.2M |
| World Investment Advisors | 0.13% | Add +0.6% | 163,147 | $6.2M |
| Kathmere Capital Management, LLC | 0.44% | Add +96.4% | 162,887 | $6.2M |
| CreativeOne Wealth, LLC | 0.15% | Add +10.5% | 162,477 | $6.1M |
| Ascent Group, LLC | 0.21% | Add +27.4% | 160,779 | $6.1M |
| Cornerstone Management, Inc. | 0.99% | Add +6.9% | 158,263 | $6.0M |
| HRT Financial LP | 0.02% | Reduce -53.3% | 157,890 | $6.0M |
| Tolleson Wealth Management, Inc. | 0.92% | Reduce -5.8% | 157,864 | $6.0M |
| Comerica Bank | 0.02% | Add +5.5% | 156,522 | $5.9M |
| Little Harbor Advisors, LLC | 2.91% | Reduce -3.2% | 154,078 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +42.0% | 153,072 | $5.8M |
| Creative Planning | 0.00% | Add +8.1% | 149,964 | $5.7M |
| Vise Technologies, Inc. | 0.20% | Add +0.5% | 143,192 | $5.4M |
| MML Investors Services, LLC | 0.01% | Add +5.1% | 136,789 | $5.2M |
| Chesapeake Wealth Management | 1.54% | Add +4.1% | 133,632 | $5.0M |
| Monument Capital Management | 1.20% | Reduce -0.3% | 127,239 | $4.8M |
| Securian Asset Management, Inc. | 0.13% | No change | 126,886 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 123,361 | $4.7M |
| Founders Financial Securities LLC | 0.31% | Reduce -28.9% | 121,713 | $4.6M |
| Two Sigma Securities, LLC | 0.68% | New | 121,349 | $4.6M |
| Ellevest, Inc. | 0.65% | Add +4.7% | 119,590 | $4.5M |
| Parr McKnight Wealth Management Group, LLC | 0.58% | Reduce -29.8% | 116,204 | $4.4M |
| Horizon Investments, LLC | 0.06% | Reduce -28.3% | 117,483 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +13.4% | 115,800 | $4.4M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +3.4% | 115,150 | $4.4M |
| Topel & Distasi Wealth Management, LLC | 2.13% | Add +5.7% | 114,147 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +22.8% | 114,119 | $4.3M |
| Park Avenue Securities LLC | 0.03% | Add +28.5% | 113,878 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +41.9% | 113,593 | $4.3M |
| American Trust | 0.34% | Reduce -18.2% | 107,456 | $4.1M |
| Edgestream Partners, L.P. | 0.12% | Reduce -27.7% | 107,079 | $4.0M |
| Paragon Advisors, LLC | 1.04% | Add +28.4% | 106,874 | $4.0M |
| David Kennon Inc | 1.45% | Reduce -3.2% | 106,711 | $4.0M |
| Exchange Traded Concepts, LLC | 0.04% | Add +6.7% | 105,743 | $4.0M |
| Drucker Wealth 3.0, LLC | 0.68% | Add +1023.4% | 101,244 | $3.8M |
| Maseco LLP | 0.18% | Reduce -20.5% | 99,534 | $3.8M |
| Y.D. More Investments Ltd | 0.21% | Reduce -6.5% | 98,094 | $3.7M |
| Charles Schwab Trust Co | 0.25% | Reduce -0.3% | 97,511 | $3.7M |
| Ethos Financial Group, LLC | 0.29% | Reduce -1.8% | 97,042 | $3.7M |
| Tucker Asset Management LLC | 1.10% | Reduce -0.3% | 96,621 | $3.7M |
| Mgo One Seven LLC | 0.08% | Add +1170.3% | 96,216 | $3.6M |
| SWS Partners | 0.88% | Add +11.9% | 95,944 | $3.6M |
| Heritage Oak Wealth Advisors LLC | 1.33% | Add +2.9% | 95,262 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -8.1% | 95,197 | $3.6M |
| Sagespring Wealth Partners, LLC | 0.07% | Reduce -42.0% | 94,751 | $3.6M |
| Ieq Capital, LLC | 0.01% | New | 93,972 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -53.9% | 93,717 | $3.5M |
| Octavia Wealth Advisors, LLC | 0.35% | Add +6.4% | 93,057 | $3.5M |
| Twele Capital Management, Inc. | 0.65% | Add +117.6% | 92,768 | $3.5M |
| Financial & Tax Architects, LLC | 0.77% | Add +0.1% | 92,600 | $3.5M |
| Strive Asset Management, LLC | 1.89% | Add +4.1% | 92,133 | $3.5M |
| Trek Financial, LLC | 0.21% | Reduce -72.5% | 91,173 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | Add +4.7% | 86,884 | $3.3M |
| Balefire, LLC | 0.62% | Add +2.1% | 82,372 | $3.1M |
| Counterweight Ventures, LLC | 1.82% | Add +12.8% | 82,289 | $3.1M |
| Focus Partners Wealth | 0.01% | Reduce -43.3% | 82,156 | $3.1M |
| Gibbs Wealth Management | 0.68% | Reduce -17.5% | 80,116 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1.6% | 79,499 | $3.0M |
| Riversedge Advisors, LLC | 0.50% | Add +5.5% | 78,475 | $3.0M |
| New Wave Wealth Advisors LLC | 1.13% | Add +2.9% | 76,480 | $2.9M |
| Drive Wealth Management, LLC | 0.61% | New | 76,021 | $2.9M |
| Consolidated Portfolio Review Corp | 0.36% | Add +24.7% | 75,147 | $2.8M |
| Capital Analysts, LLC | 0.08% | Add +207.7% | 72,157 | $2.7M |
| Integrated Advisors Network LLC | 0.11% | Add +7.7% | 70,825 | $2.7M |
| Goldstone Financial Group, LLC | 0.32% | Add +19.9% | 70,535 | $2.7M |
| Leeward Financial Partners, LLC | 0.74% | Add +16.7% | 69,028 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -11.9% | 68,042 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -21.4% | 66,231 | $2.5M |
| Mechanics Bank Trust Department | 0.34% | Reduce -38.7% | 64,749 | $2.4M |
| LeConte Wealth Management, LLC | 1.61% | Add +48.9% | 63,969 | $2.4M |
| WealthCare Investment Partners, LLC | 0.78% | Add +12.6% | 63,794 | $2.4M |
| Simon Quick Advisors, LLC | 0.11% | Add +125.4% | 63,241 | $2.4M |
| Q3 Asset Management | 0.82% | New | 63,055 | $2.4M |
| Level Four Advisory Services, LLC | 0.08% | Reduce -0.3% | 63,010 | $2.4M |
| Innovative Wealth Building LLC | 1.85% | Reduce -10.9% | 62,813 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.9% | 60,043 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Add +17.7% | 59,577 | $2.3M |
| Unison Advisors LLC | 0.20% | Reduce -0.8% | 58,749 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -5.0% | 56,963 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -21.9% | 56,292 | $2.1M |
| Belpointe Asset Management LLC | 0.08% | Reduce -4.6% | 54,894 | $2.1M |
| Verus Capital Partners, LLC | 0.16% | Reduce -10.9% | 54,463 | $2.1M |
| Verdence Capital Advisors LLC | 0.12% | Add +17.1% | 54,171 | $2.0M |
| Engineers Gate Manager LP | 0.02% | Reduce -78.2% | 53,484 | $2.0M |
| Vicus Capital | 0.15% | Reduce -35.2% | 53,467 | $2.0M |
| Brookstone Capital Management | 0.02% | Reduce -22.2% | 53,334 | $2.0M |
| New England Asset Management Inc. | 0.27% | No change | 53,145 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.13% | Add +11.4% | 52,915 | $2.0M |
| Rareview Capital LLC | 1.17% | New | 51,101 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Add +5.6% | 50,453 | $1.9M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +378.6% | 49,367 | $1.9M |
| State of Wisconsin - Board of Commissioners of Public Lands | 1.17% | No change | 48,550 | $1.8M |
| Joel Adams & Associates, Inc. | 1.44% | Add +7.8% | 47,348 | $1.8M |
| Gries Financial LLC | 0.28% | New | 47,224 | $1.8M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 47,000 | $1.8M |
| BTG Pactual Asset Management US LLC | 0.21% | Add +39.7% | 47,757 | $1.8M |
| Atlas Legacy Advisors, LLC | 0.33% | Add +8.8% | 45,109 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +181.4% | 44,224 | $1.7M |
| Mariner, LLC | 0.00% | Add +0.4% | 44,190 | $1.7M |
| High Net Worth Advisory Group LLC | 0.40% | Reduce -0.7% | 44,050 | $1.7M |
| Cordgrass Capital Advisors, LLC | 0.40% | Reduce -1.1% | 43,202 | $1.6M |
| Gotham Asset Management | 0.01% | Add +1.3% | 41,605 | $1.6M |
| Titleist Asset Management, LLC | 0.14% | Add +2.1% | 41,531 | $1.6M |
| Sovran Advisors, LLC | 0.14% | Add +49.8% | 41,123 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +82.6% | 40,279 | $1.5M |
| Primoris Wealth Advisors, LLC | 0.96% | Add +2.6% | 39,950 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -3.1% | 39,807 | $1.5M |
| Ascentis Independent Advisors | 0.25% | Reduce -7.5% | 39,540 | $1.5M |
| FDx Advisors, Inc. | 0.45% | Reduce -0.7% | 39,601 | $1.5M |
| Windsor Capital Management, LLC | 0.41% | Add +17.4% | 39,228 | $1.5M |
| Brighton Jones LLC | 0.03% | Add +19.3% | 38,089 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Reduce -83.9% | 37,361 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +23046.5% | 36,803 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +9.7% | 36,715 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +5.5% | 36,696 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -6.0% | 36,425 | $1.4M |
| Braun-Bostich & Associates Inc. | 0.86% | Add +4.2% | 36,105 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Reduce -0.9% | 36,020 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | New | 35,996 | $1.4M |
| Wetzel Investment Advisors, Inc. | 0.58% | Reduce -8.9% | 35,820 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -0.2% | 35,792 | $1.4M |
| CGN Advisors LLC | 0.11% | Add +17.6% | 35,707 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Add +12.8% | 35,574 | $1.3M |
| Kestra Investment Management, LLC | 0.04% | Add +1.0% | 35,390 | $1.3M |
| AQR Capital Management | 0.00% | Add +42.3% | 34,971 | $1.3M |
| Fiducient Advisors LLC | 0.15% | Add +6.6% | 34,676 | $1.3M |
| Peak Planning Group, LLC | 0.68% | Add +106.2% | 34,559 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.09% | Add +3.1% | 33,199 | $1.3M |
| Roman Butler Fullerton & Co. | 0.33% | Add +9.4% | 32,953 | $1.2M |
| Millennium Management | 0.00% | Add +16.9% | 32,780 | $1.2M |
| Silver Grove Financial Group, Inc. | 1.17% | — | 32,754 | $1.2M |
| Headlands Technologies LLC | 0.10% | Add +19.0% | 32,209 | $1.2M |
| Sunbelt Securities, Inc. | 0.08% | Reduce -4.6% | 32,203 | $1.2M |
| Neumann Capital Management, LLC | 0.35% | Add +2.1% | 32,089 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +38580.3% | 31,331 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 31,329 | $1.2M |
| Defined Wealth Management, LLC | 0.69% | Add +0.4% | 31,319 | $1.2M |
| Advisory Alpha, LLC | 0.03% | Reduce -0.6% | 30,798 | $1.2M |
| Consolidated Capital Management, LLC | 0.40% | New | 29,880 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +185.0% | 28,855 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.6% | 28,772 | $1.1M |
| Hexagon Capital Partners LLC | 0.22% | Add +8.0% | 28,472 | $1.1M |
| XTX Topco Ltd | 0.06% | New | 28,425 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.12% | Reduce -0.4% | 28,383 | $1.1M |
| Endeavor Private Wealth, Inc. | 0.33% | Reduce -10.4% | 28,317 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +0.4% | 27,267 | $1.0M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -98.0% | 26,932 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +9.4% | 25,917 | $979K |
| Decker Retirement Planning Inc. | 0.53% | Reduce -5.5% | 25,515 | $964K |
| M&T Bank Corp | 0.00% | Add +0.1% | 25,486 | $963K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.6% | 25,308 | $956K |
| Arkadios Wealth Advisors | 0.02% | Reduce -5.7% | 25,095 | $948K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +58.2% | 24,952 | $943K |
| CAP Partners, LLC | 0.52% | Reduce -7.8% | 24,479 | $925K |
| Winch Advisory Services, LLC | 0.21% | Add +4.5% | 24,363 | $920K |
| AMG National Trust Bank | 0.02% | Add +30.2% | 23,930 | $904K |
| Condor Capital Management | 0.07% | Add +0.0% | 23,872 | $902K |
| Barnes Wealth Management Group, Inc | 0.48% | Add +4.8% | 23,042 | $871K |
| Mutual Advisors, LLC | 0.02% | Reduce -52.1% | 22,975 | $864K |
| Arrowroot Family Office, LLC | 0.34% | Add +2.8% | 22,822 | $862K |
| IHT Wealth Management, LLC | 0.02% | Add +29.3% | 22,322 | $843K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +8.1% | 21,761 | $822K |
| Naples Global Advisors, LLC | 0.06% | Reduce -0.7% | 21,667 | $819K |
| Independent Wealth Network Inc. | 0.25% | Add +24.2% | 20,796 | $786K |
| SageView Advisory Group, LLC | 0.03% | Add +0.8% | 20,794 | $786K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -18.7% | 20,724 | $783K |
| RVW Wealth, LLC | 0.06% | Reduce -2.5% | 20,501 | $775K |
| Procyon Advisors, LLC | 0.05% | New | 20,429 | $772K |
| Mullooly Asset Management, Inc. | 0.29% | Add +6.2% | 20,247 | $765K |
| Petix & Botte Co | 0.18% | Add +0.8% | 20,174 | $762K |
| Florida Trust Wealth Management Co | 0.02% | New | 20,153 | $761K |
| Occidental Asset Management, LLC | 0.09% | Reduce -12.9% | 19,970 | $754K |
| BridgePort Financial Solutions, LLC | 0.20% | New | 19,808 | $748K |
| Hilltop Holdings Inc. | 0.04% | Add +11.6% | 19,784 | $747K |
| Summit Financial, LLC | 0.01% | Add +75.0% | 19,652 | $742K |
| Avior Wealth Management, LLC | 0.02% | Add +2.2% | 19,593 | $740K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -37.8% | 19,055 | $720K |
| Portfolio Strategies, Inc. | 0.08% | New | 19,037 | $719K |
| Farther Finance Advisors, LLC | 0.01% | Add +87.0% | 18,667 | $705K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +882.5% | 18,580 | $702K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.3% | 18,264 | $690K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.9% | 17,790 | $672K |
| Bank of Montreal | 0.00% | Reduce -12.0% | 17,706 | $669K |
| Compound Planning, Inc. | 0.02% | Add +12.8% | 17,525 | $662K |
| Portside Wealth Group, LLC | 0.09% | Reduce -8.1% | 17,442 | $659K |
| Financial Advocates Investment Management | 0.37% | Reduce -7.5% | 17,255 | $652K |
| Security Financial Services, INC. | 0.10% | Add +33.0% | 17,198 | $650K |
| Freestone Capital Holdings, LLC | 0.02% | New | 17,193 | $650K |
| PFG Advisors | 0.03% | Add +216.7% | 17,084 | $645K |
| RFG Advisory, LLC | 0.01% | Add +8.1% | 17,062 | $645K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +30.9% | 16,673 | $630K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +33.2% | 16,604 | $627K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -32.0% | 16,312 | $616K |
| Wakefield Asset Management LLLP | 0.17% | Add +3.5% | 16,250 | $614K |
| Prospera Financial Services Inc | 0.01% | Add +38.1% | 16,115 | $609K |
| Euro Pacific Asset Management, LLC | 0.07% | Add +9.0% | 16,210 | $608K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 16,000 | $604K |
| Independent Advisor Alliance | 0.02% | Add +64.9% | 15,974 | $603K |
| Independent Financial Group, LLC | 0.01% | Add +13.3% | 15,261 | $577K |
| Liberty Capital Management, Inc. | 0.11% | Add +24.6% | 15,203 | $574K |
| Pure Financial Advisors, LLC | 0.01% | Add +6.7% | 15,055 | $569K |
| Advyzon Investment Management, LLC | 0.10% | Add +8.1% | 14,734 | $557K |
| Argent Trust Co | 0.02% | Add +9.3% | 14,650 | $553K |
| Captrust Financial Advisors | 0.00% | Add +19.3% | 14,468 | $547K |
| MMBG Investment Advisors Co. | 0.05% | No change | 14,440 | $546K |
| Symmetry Partners, LLC | 0.06% | Reduce -1.2% | 14,327 | $541K |
| Provident Wealth Management, LLC | 0.16% | Reduce -0.1% | 14,208 | $537K |
| First PREMIER Bank | 0.12% | No change | 14,200 | $536K |
| Pines Wealth Management, LLC | 0.18% | Reduce -4.9% | 14,127 | $534K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.0% | 13,987 | $528K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 13,648 | $516K |
| GWN Securities Inc. | 0.12% | Add +5.4% | 13,227 | $500K |
| Hillsdale Investment Management Inc. | 0.01% | Add +16.3% | 13,120 | $496K |
| Absolute Capital Management, LLC | 0.21% | New | 13,100 | $495K |
| Equita Financial Network, Inc. | 0.16% | New | 12,728 | $481K |
| Ninety One North America, Inc. | 0.02% | New | 12,570 | $475K |
| Strategic Blueprint, LLC | 0.02% | Reduce -1.2% | 12,547 | $474K |
| Keystone Wealth Services, LLC | 0.10% | New | 12,260 | $463K |
| Beacon Financial Group | 0.05% | Add +15.1% | 12,192 | $461K |
| MAI Capital Management | 0.00% | Add +7.8% | 12,022 | $454K |
| GatePass Capital, LLC | 0.27% | Reduce -46.9% | 12,000 | $453K |
| Boyd Watterson Asset Management LLC | 0.13% | Add +1.2% | 11,922 | $450K |
| Bragg Financial Advisors, Inc | 0.01% | Add +64.2% | 11,700 | $442K |
| IFP Advisors, Inc | 0.01% | Add +4.5% | 11,594 | $438K |
| Trivium Point Advisory, LLC | 0.04% | Add +22.9% | 11,511 | $435K |
| Covestor Ltd | 0.24% | Add +8.3% | 11,454 | $433K |
| Hancock Whitney Corp. | 0.01% | New | 11,300 | $427K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -0.1% | 11,167 | $422K |
| Venture Visionary Partners LLC | 0.01% | No change | 11,124 | $420K |
| Narus Financial Partners, LLC | 0.11% | Add +4.4% | 11,100 | $419K |
| PFG Investments, LLC | 0.02% | Reduce -13.6% | 11,034 | $417K |
| Insigneo Advisory Services, LLC | 0.03% | Add +53.2% | 11,028 | $417K |
| Brooklyn FI, LLC | 0.09% | Add +57.8% | 10,697 | $404K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +0.1% | 10,598 | $400K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | Add +2.4% | 10,474 | $396K |
| TFR Capital, LLC. | 0.13% | No change | 10,403 | $393K |
| GW&K Investment Management, LLC | 0.00% | Add +0.2% | 10,373 | $392K |
| AE Wealth Management LLC | 0.00% | Add +69.8% | 10,302 | $389K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +15.2% | 10,216 | $386K |
| SteelPeak Wealth, LLC | 0.01% | New | 10,146 | $383K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Add +2.4% | 10,071 | $380K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -11.8% | 10,015 | $378K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.7% | 9,885 | $373K |
| Norden Group LLC | 0.04% | Reduce -3.3% | 9,692 | $366K |
| USAdvisors Wealth Management, LLC | 0.13% | No change | 9,706 | $366K |
| Global Retirement Partners, LLC | 0.01% | Reduce -84.2% | 9,597 | $363K |
| Retirement Wealth Solutions LLC | 0.24% | New | 9,597 | $363K |
| Carter Financial Group, INC. | 0.22% | Reduce -21.5% | 9,467 | $358K |
| CPA Asset Management Group, LLC | 0.14% | No change | 9,384 | $355K |
| Geometric Wealth Advisors | 0.05% | New | 9,264 | $350K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -30.0% | 9,198 | $348K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.2% | 9,162 | $346K |
| Mattern Wealth Management LLC | 0.07% | Add +12.3% | 9,141 | $345K |
| Wealthgarden F.S. LLC | 0.24% | No change | 9,114 | $343K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -29.6% | 9,045 | $342K |
| Rinkey Investments | 0.09% | No change | 9,000 | $340K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -5.9% | 8,930 | $337K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.6% | 8,930 | $337K |
| International Assets Investment Management, LLC | 0.03% | No change | 8,845 | $330K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 8,648 | $327K |
| Richardson Financial Services Inc. | 0.20% | Add +1.7% | 8,524 | $322K |
| Aldebaran Financial Inc. | 0.32% | No change | 8,500 | $321K |
| Bison Wealth, LLC | 0.03% | New | 8,607 | $321K |
| Commerce Bank | 0.00% | Add +49.8% | 8,421 | $318K |
| Genesee Capital Advisors, LLC | 0.13% | Add +0.3% | 8,173 | $309K |
| F/m Investments LLC | 0.01% | No change | 8,078 | $305K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -76.8% | 8,050 | $304K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.4% | 7,995 | $302K |
| Private Wealth Asset Management, LLC | 0.04% | No change | 7,907 | $299K |
| Davidson Trust Co. | 0.12% | Reduce -6.6% | 7,891 | $298K |
| Ameritas Advisory Services, LLC | 0.02% | Add +60.3% | 7,850 | $297K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +10.3% | 7,821 | $295K |
| Farnam Financial LLC | 0.22% | Reduce -4.8% | 7,660 | $289K |
| First Financial Bankshares Inc | 0.01% | New | 7,614 | $288K |
| Garde Capital, Inc. | 0.01% | Reduce -11.7% | 7,607 | $287K |
| IRON Financial LLC | 0.13% | No change | 7,453 | $282K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -4.9% | 7,424 | $280K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 7,405 | $280K |
| TAGStone Capital, Inc. | 0.11% | Add +0.6% | 7,351 | $278K |
| Twin City Private Wealth, LLC | 0.22% | Reduce -13.8% | 7,307 | $276K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +15.6% | 7,286 | $275K |
| Curi Capital, LLC | 0.01% | New | 7,250 | $274K |
| Quartz Partners, LLC | 0.10% | Add +8.6% | 7,247 | $274K |
| Ashton Thomas Securities, LLC | 0.04% | New | 7,234 | $273K |
| Adams Wealth Management | 0.06% | Reduce -18.5% | 7,193 | $272K |
| CacheTech Inc. | 0.05% | Reduce -18.5% | 7,193 | $272K |
| Diversified Portfolios, Inc. | 0.02% | Add +0.4% | 7,134 | $270K |
| Quantinno Capital Management LP | 0.00% | New | 7,114 | $269K |
| Wilson & Boucher Capital Management, LLC | 0.18% | No change | 7,100 | $268K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 6,884 | $260K |
| MRP Capital Investments, LLC | 0.22% | No change | 6,735 | $253K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -91.5% | 6,655 | $251K |
| Harbour Capital Advisors, LLC | 0.05% | Reduce -2.0% | 6,565 | $247K |
| Flow Traders U.S. LLC | 0.01% | Reduce -93.5% | 6,412 | $242K |
| Smartleaf Asset Management LLC | 0.01% | Add +246.3% | 6,376 | $241K |
| Patten Group, Inc. | 0.05% | No change | 6,355 | $240K |
| Bigelow Investment Advisors, LLC | 0.10% | Add +3.5% | 6,265 | $237K |
| Private Trust Co. NA | 0.02% | Reduce -31.0% | 6,206 | $234K |
| Rothschild Wealth LLC | 0.05% | Reduce -41.4% | 6,141 | $232K |
| FRG Family Wealth Advisors LLC | 0.04% | New | 6,100 | $230K |
| Wbi Investments, LLC | 0.06% | New | 6,098 | $230K |
| L & S Advisors Inc | 0.02% | Reduce -44.9% | 6,007 | $227K |
| G&S Capital LLC | 0.08% | Add +1.7% | 5,964 | $225K |
| Two West Capital Advisors LLC | 0.14% | Add +0.5% | 5,930 | $224K |
| KW Wealth Management LLC | 0.38% | — | 5,868 | $222K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.2% | 5,806 | $219K |
| Aire Advisors, LLC | 0.04% | Add +0.1% | 5,800 | $219K |
| IVC Wealth Advisors LLC | 0.10% | New | 5,783 | $218K |
| Lido Advisors, LLC | 0.00% | New | 5,762 | $218K |
| Perigon Wealth Management, LLC | 0.00% | New | 5,676 | $214K |
| Greenup Street Wealth Management LLC | 0.03% | New | 5,667 | $214K |
| Arete Wealth Advisors, LLC | 0.01% | New | 5,699 | $213K |
| Berkshire Asset Management LLC | 0.01% | Reduce -15.7% | 5,585 | $211K |
| Kovack Advisors, Inc. | 0.02% | Reduce -8.6% | 5,464 | $206K |
| TSA Wealth Managment LLC | 0.07% | Reduce -2.2% | 5,425 | $205K |
| PKS Advisory Services, LLC | 0.05% | New | 5,359 | $202K |
| Strategic Financial Concepts, LLC | 0.03% | New | 5,325 | $201K |
| BBR Partners, LLC | 0.01% | Reduce -3.6% | 5,300 | $200K |
| Financial Network Wealth Advisors LLC | 0.20% | Reduce -1.9% | 4,913 | $186K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 4,626 | $175K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,217 | $159K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +504.9% | 4,162 | $157K |
| Advisors Asset Management, Inc. | 0.00% | New | 4,055 | $153K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 3,795 | $143K |
| Friedenthal Financial | 0.06% | No change | 3,080 | $116K |
| Bokf, NA | 0.00% | Add +64.7% | 3,039 | $115K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.7% | 2,918 | $110K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 2,663 | $101K |
| Key Financial Inc | 0.02% | Add +328.9% | 2,616 | $98K |
| Allworth Financial LP | 0.00% | Add +11.4% | 2,481 | $94K |
| Blair William & Co. | 0.00% | Reduce -5.6% | 2,221 | $84K |
| NBT Bank, N.A. | 0.01% | Reduce -5.3% | 2,115 | $80K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 2,064 | $78K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 2,011 | $76K |
| Concord Wealth Partners | 0.01% | Reduce -1.2% | 1,987 | $75K |
| Whittier Trust Co. | 0.00% | Reduce -88.6% | 1,953 | $73K |
| Investors Research Corp | 0.01% | No change | 1,918 | $72K |
| Promus Capital, LLC | 0.05% | No change | 1,881 | $71K |
| Robinswood Financial LLC | 0.02% | No change | 1,879 | $71K |
| TD Private Client Wealth LLC | 0.00% | New | 1,581 | $60K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.7% | 1,552 | $59K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +72.1% | 1,542 | $58K |
| NFSG Corp | 0.01% | No change | 1,500 | $57K |
| POM Investment Strategies, LLC | 0.03% | New | 1,425 | $54K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,422 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -29.3% | 1,400 | $53K |
| ORG Partners LLC | 0.01% | Reduce -3.6% | 1,354 | $51K |
| Caldwell Trust Co | 0.00% | Add +640.9% | 1,341 | $51K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,281 | $48K |
| Blue Trust, Inc. | 0.00% | Reduce -17.1% | 1,127 | $43K |
| Trust Co. of Toledo NA | 0.00% | No change | 1,080 | $41K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.2% | 1,046 | $40K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.7% | 1,030 | $39K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,025 | $39K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -18.2% | 1,013 | $38K |
| Arlington Trust Co LLC | 0.01% | No change | 1,000 | $38K |
| Stance Capital LLC | 0.01% | New | 978 | $37K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 937 | $35K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +78.4% | 883 | $33K |
| Richardson Capital Management LLC | 0.01% | New | 836 | $32K |
| Founders Financial Alliance, LLC | 0.01% | New | 768 | $29K |
| Larson Financial Group LLC | 0.00% | Add +26.9% | 751 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 714 | $27K |
| First Financial Corp. | 0.01% | No change | 702 | $27K |
| Fairscale Capital, LLC | 0.02% | No change | 683 | $26K |
| Front Row Advisors LLC | 0.01% | No change | 670 | $25K |
| Essential Partners LLC | 0.01% | No change | 663 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | Add +29.0% | 645 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 629 | $24K |
| Addison Advisors LLC | 0.01% | Add +2.3% | 626 | $24K |
| Westfuller Advisors, LLC | 0.01% | New | 591 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 576 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -73.0% | 572 | $22K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 548 | $21K |
| Trust Co. of Vermont | 0.00% | Add +38.2% | 481 | $18K |
| Bank & Trust Co | 0.01% | No change | 464 | $18K |
| CENTRAL TRUST Co | 0.00% | Add +44.9% | 429 | $16K |
| Bogart Wealth, LLC | 0.00% | No change | 419 | $16K |
| Gen-Wealth Partners Inc | 0.01% | Add +4.2% | 400 | $15K |
| Rossby Financial, LCC | 0.01% | No change | 398 | $15K |
| Raleigh Capital Management Inc. | 0.01% | Add +44.2% | 385 | $15K |
| Compass Financial Services Inc | 0.01% | New | 363 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 345 | $13K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -1.4% | 342 | $13K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -4.3% | 314 | $12K |
| GAMMA Investing LLC | 0.00% | Add +217.0% | 317 | $12K |
| Colonial Trust Co / SC | 0.00% | No change | 306 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 306 | $12K |
| Root Financial Partners, LLC | 0.00% | New | 297 | $11K |
| Creekmur Asset Management LLC | 0.00% | New | 283 | $11K |
| Mather Group, Llc. | 0.00% | New | 273 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 272 | $10K |
| Activest Wealth Management | 0.00% | Add +1.9% | 270 | $10K |
| MCF Advisors LLC | 0.00% | No change | 266 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 269 | $10K |
| Gables Capital Management Inc. | 0.00% | No change | 255 | $10K |
| Sound Income Strategies, LLC | 0.00% | Reduce -95.6% | 247 | $9K |
| Tompkins Financial Corp. | 0.00% | No change | 223 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 213 | $8K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -95.3% | 209 | $8K |
| Seneschal Advisors, LLC | 0.01% | New | 202 | $8K |
| Rialto Wealth Management, LLC | 0.00% | No change | 196 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.6% | 187 | $7K |
| Abound Wealth Management | 0.00% | New | 179 | $7K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 176 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 168 | $6K |
| TD Capital Management LLC | 0.00% | No change | 164 | $6K |
| Kilter Group LLC | 0.00% | Add +3.5% | 150 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -46.6% | 141 | $5K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 139 | $5K |
| Archer Investment Corp | 0.00% | No change | 137 | $5K |
| Spire Wealth Management | 0.00% | No change | 134 | $5K |
| Independence Bank of Kentucky | 0.00% | No change | 133 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +10.7% | 145 | $5K |
| Towne Trust Company, N.A | 0.00% | No change | 120 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 119 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 109 | $4K |
| SouthState Bank Corp | 0.00% | Reduce -46.8% | 108 | $4K |
| First Community Trust NA | 0.00% | No change | 108 | $4K |
| Wealth Watch Advisors, INC | 0.00% | New | 106 | $4K |
| Winthrop Capital Management, LLC | 0.00% | No change | 98 | $4K |
| HM Payson & Co. | 0.00% | New | 82 | $3K |
| Princeton Global Asset Management LLC | 0.00% | New | 75 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 74 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 69 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 68 | $3K |
| CNB Bank | 0.00% | No change | 60 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 56 | $2K |
| Avion Wealth | 0.00% | Add +12.1% | 65 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 49 | $2K |
| Coastline Trust Co | 0.00% | No change | 48 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 47 | $2K |
| Millstone Evans Group, LLC | 0.00% | New | 41 | $2K |
| BankPlus Trust Department | 0.00% | New | 41 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | New | 41 | $2K |
| LRI Investments, LLC | 0.00% | No change | 39 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 31 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -83.5% | 31 | $1K |
| Cheviot Value Management, LLC | 0.00% | No change | 29 | $1K |
| Fifth Third Bancorp | 0.00% | Reduce -88.9% | 27 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.9% | 27 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -95.0% | 22 | $831 |
| Dogwood Wealth Management LLC | 0.00% | No change | 22 | $831 |
| Biltmore Family Office, LLC | 0.00% | New | 21 | $793 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $756 |
| Hollencrest Capital Management | 0.00% | No change | 20 | $756 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 19 | $718 |
| Creative Financial Designs Inc. | 0.00% | No change | 15 | $567 |
| Nalls Sherbakoff Group, LLC | 0.00% | Add +8.3% | 13 | $474 |
| Chapman Financial Group, LLC | 0.00% | No change | 12 | $454 |
| Private Wealth Management Group, LLC | 0.00% | New | 12 | $454 |
| Strategic Advocates LLC | 0.00% | New | 12 | $453 |
| REAP Financial Group, LLC | 0.00% | New | 10 | $378 |
| Abich Financial Wealth Management LLC | 0.00% | — | 9 | $340 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 7 | $264 |
| Ancora Advisors LLC | 0.00% | New | 4 | $151 |
| Asset Dedication, LLC | 0.00% | Reduce -99.7% | 2 | $76 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $76 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 2 | $75 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 2 | $41 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $38 |
| Keener Financial Planning LLC | 0.00% | New | 4 | $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.