iShares Broad Usd High YieldUSHYETF
13F holders, Q4 2025 (December 31)664holders +69
95new positions
56sold out
4famous investors
$37.40avg. 13F price*
At the end of Q4 2025, 664 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 69 from Q3 2025. 95 opened new positions and 56 sold out. The largest holders were Jones Financial Companies LLLP ($3.3B), Prudential PLC ($2.4B) and Wells Fargo & Company ($1.6B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Broad Usd High Yield
- CUSIP
- 46435U853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $502.1M |
| Exits | 56 | $197.0M |
All 13F filers, Q3 2025 → Q4 2025: 84,561,552 shares bought and 37,028,671 shares sold, net +47,532,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 664 holders
| Jones Financial Companies LLLP | 2.01% | Add +42.5% | 88,011,098 | $3.3B |
| Prudential PLC | 18.92% | Reduce -2.4% | 63,220,874 | $2.4B |
| Wells Fargo & Company | 0.32% | Add +4.2% | 43,546,896 | $1.6B |
| Northern Trust Corp. | 0.17% | Add +6.3% | 36,543,162 | $1.4B |
| Bank of America Corp. | 0.09% | Add +3.3% | 32,515,825 | $1.2B |
| BlackRock, Inc. | 0.01% | Reduce -47.1% | 20,931,642 | $782.7M |
| Goldman Sachs Group Inc. | 0.11% | Add +16.1% | 19,751,211 | $738.6M |
| Raymond James Financial Inc. | 0.21% | Add +9.0% | 18,341,550 | $685.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3.35% | Add +17.8% | 16,960,000 | $634.2M |
| Counterpoint Mutual Funds LLC | 41.77% | Add +4.7% | 15,079,411 | $563.9M |
| Japan Science & Technology Agency | 9.84% | Add +11.7% | 14,319,906 | $535.5M |
| Ilmarinen Mutual Pension Insurance Co | 4.20% | Reduce -19.2% | 14,080,000 | $526.5M |
| Morgan Stanley | 0.03% | Add +4.6% | 13,291,070 | $497.0M |
| JPMorgan Chase & Co. | 0.03% | Add +56.0% | 11,904,449 | $445.2M |
| Caisse de depot et placement du Quebec | 0.64% | Add +33.1% | 10,057,165 | $376.1M |
| Tiaa Trust, National Association | 0.88% | Add +4.3% | 9,768,912 | $365.5M |
| Ocean Park Asset Management, LLC | 13.46% | Reduce -0.6% | 7,668,224 | $286.8M |
| Northwestern Mutual Investment Management Company, LLC | 3.26% | Add +1258.2% | 7,470,000 | $279.3M |
| Thrivent Financial for Lutherans | 0.43% | Reduce -0.3% | 6,336,093 | $236.9M |
| FMR LLC | 0.01% | Add +0.3% | 5,745,828 | $214.9M |
| Toews Corp. | 31.11% | Reduce -9.2% | 5,719,000 | $213.9M |
| LPL Financial LLC | 0.06% | Add +9.1% | 5,462,692 | $204.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.0% | 5,391,108 | $201.6M |
| Principal Financial Group Inc. | 0.10% | Add +28.3% | 5,344,096 | $199.8M |
| Polianta Ltd | 23.87% | New | 4,877,000 | $182.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.12% | Add +0.7% | 4,610,233 | $172.4M |
| Nepc LLC | 3.33% | Add +63.0% | 4,179,289 | $156.3M |
| Royal Bank of Canada | 0.03% | Reduce -1.9% | 4,053,539 | $151.6M |
| Kensington Asset Management, LLC | 7.40% | Add +21.9% | 3,828,128 | $143.3M |
| 1832 Asset Management L.P. | 0.14% | Add +2.3% | 2,930,783 | $109.6M |
| SigFig Wealth Management, LLC | 3.02% | Add +6.7% | 2,710,205 | $101.3M |
| Bank of New York Mellon Corp | 0.02% | Add +7.2% | 2,396,151 | $89.6M |
| Assetmark, Inc. | 0.18% | Reduce -8.3% | 2,364,213 | $88.4M |
| One Capital Management, LLC | 2.65% | Add +11.1% | 2,341,985 | $87.6M |
| UBS Group AG | 0.02% | Add +6.4% | 2,209,316 | $82.6M |
| American Century Companies Inc. | 0.04% | Add +26.5% | 1,992,910 | $74.5M |
| South Dakota Investment Council | 1.37% | New | 1,926,000 | $72.0M |
| State of New Jersey Common Pension Fund D | 0.26% | Add +58.3% | 1,900,000 | $71.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 1,827,620 | $68.3M |
| Betterment LLC | 0.13% | Add +18.8% | 1,795,176 | $67.1M |
| Cerity Partners LLC | 0.10% | Add +5.3% | 1,789,351 | $66.9M |
| Rebalance, LLC | 3.67% | Reduce -5.9% | 1,680,454 | $62.8M |
| NEOS Investment Management LLC | 0.36% | Add +31.1% | 1,674,354 | $62.6M |
| Cwm, LLC | 0.17% | Add +7.0% | 1,643,393 | $61.5M |
| Bricktown Capital, LLC | 10.17% | Add +2.5% | 1,615,148 | $60.4M |
| Natixis Advisors, LLC | 0.08% | Add +18.5% | 1,583,506 | $59.2M |
| 1607 Capital Partners, LLC | 3.92% | Reduce -22.4% | 1,536,225 | $57.4M |
| Koss-Olinger Consulting, LLC | 4.28% | Add +22.4% | 1,478,347 | $55.3M |
| Wealthfront Advisers LLC | 0.12% | Add +2.0% | 1,404,133 | $52.5M |
| Mercer Global Advisors Inc. | 0.08% | Add +10.7% | 1,371,180 | $51.4M |
| Factory Mutual Insurance Co. | 0.51% | No change | 1,355,000 | $50.7M |
| Shenkman Capital Management Inc. | 28.82% | Add +298.9% | 1,280,225 | $48.1M |
| Jane Street Group, LLC | 0.06% | Add +448.9% | 1,244,389 | $46.5M |
| Mackenzie Financial Corp. | 0.05% | Add +35.7% | 1,233,190 | $46.1M |
| Barings LLC | 0.85% | Add +0.7% | 1,191,000 | $44.5M |
| Cetera Investment Advisers | 0.05% | Add +24.3% | 1,179,315 | $44.1M |
| Allstate Corp. | 0.60% | Reduce -10.0% | 1,172,783 | $43.9M |
| Roberts Financial Services LLC | 13.57% | Add +3.8% | 1,156,049 | $43.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -11.2% | 1,145,055 | $42.8M |
| US Bancorp \de | 0.05% | Add +8.6% | 1,076,596 | $40.3M |
| Baird Financial Group, Inc. | 0.06% | Add +17.8% | 1,070,546 | $40.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +6.2% | 1,054,196 | $39.4M |
| Prime Capital Investment Advisors, LLC | 0.47% | Add +2.5% | 1,027,420 | $38.4M |
| Capital Asset Advisory Services LLC | 1.54% | Add +12.3% | 1,018,285 | $38.2M |
| Axxcess Wealth Management, LLC | 0.68% | Add +11.7% | 1,020,061 | $38.1M |
| Stifel Financial Corp. | 0.03% | Add +4.3% | 958,623 | $35.8M |
| Ninety One UK Ltd | 0.07% | Add +86.2% | 864,416 | $32.3M |
| DSC Meridian Capital LP | 15.62% | Add +82.9% | 851,675 | $31.8M |
| New York Life Investment Management LLC | 0.27% | Add +81.5% | 833,587 | $31.2M |
| Massachusetts Financial Services Co. | 0.01% | No change | 809,800 | $30.3M |
| Prestige Wealth Management Group LLC | 5.45% | Add +2.5% | 763,521 | $28.6M |
| Sumitomo Life Insurance Co. | 0.77% | Add +15.8% | 754,000 | $28.2M |
| First Command Advisory Services, Inc. | 0.18% | Add +21.8% | 709,628 | $26.5M |
| BTS Asset Management, Inc. | 34.97% | Reduce -6.7% | 691,112 | $25.9M |
| Prudential Financial Inc. | 0.03% | Add +260.4% | 685,069 | $25.6M |
| Potomac Fund Management Inc. | 0.93% | New | 676,301 | $25.3M |
| Liberty Mutual Group Asset Management Inc. | 2.39% | New | 671,051 | $25.1M |
| Elo Mutual Pension Insurance Co | 0.38% | New | 670,000 | $25.1M |
| Santa Clara Valley Transportation Authority | 20.76% | No change | 660,479 | $24.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.3% | 654,243 | $24.5M |
| &partners | 0.13% | Reduce -7.3% | 648,672 | $24.3M |
| Baker Avenue Asset Management, LP | 0.53% | Add +6.0% | 613,323 | $22.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +23.0% | 613,021 | $22.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.1% | 609,593 | $22.8M |
| Clearstead Advisors, LLC | 0.28% | Reduce -2.9% | 585,072 | $21.9M |
| Phillips Financial Management, LLC | 1.39% | Add +4.4% | 575,158 | $21.5M |
| Equitable Holdings, Inc. | 0.14% | Add +30.6% | 564,497 | $21.1M |
| Truist Financial Corp. | 0.03% | Reduce -2.5% | 563,550 | $21.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -16.0% | 554,247 | $20.7M |
| OneDigital Investment Advisors LLC | 0.20% | Reduce -3.9% | 534,357 | $20.0M |
| Allegiance Financial Group Advisory Services LLC | 3.71% | Add +6.0% | 471,874 | $17.6M |
| Alliancebernstein L.P. | 0.01% | Add +6.7% | 468,640 | $17.5M |
| Nuveen, LLC | 0.00% | New | 467,000 | $17.5M |
| Wedmont Private Capital | 0.58% | Add +4.6% | 441,908 | $16.6M |
| Aberdeen Group plc | 0.03% | Add +26.7% | 439,860 | $16.4M |
| Northeast Financial Group, Inc. | 4.03% | Add +10.0% | 429,427 | $16.1M |
| Alps Advisors Inc. | 0.08% | Add +3.8% | 387,923 | $14.5M |
| Trajan Wealth LLC | 0.60% | Add +11.5% | 382,233 | $14.3M |
| Summit Wealth Group, LLC | 3.24% | Add +4.3% | 370,580 | $13.9M |
| Pathstone Holdings, LLC | 0.05% | Reduce -16.5% | 369,018 | $13.8M |
| Manning & Napier Advisors LLC | 0.18% | Add +39.6% | 364,166 | $13.6M |
| Angel Oak Capital Advisors, LLC | 19.67% | Reduce -80.5% | 361,892 | $13.5M |
| Principal Securities, Inc. | 0.20% | Reduce -6.8% | 346,333 | $13.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -10.5% | 345,416 | $12.9M |
| Consolidated Capital Management, LLC | 3.79% | Add +1020.0% | 334,667 | $12.5M |
| HighTower Advisors, LLC | 0.01% | Add +256.6% | 334,159 | $12.5M |
| CNO Financial Group, Inc. | 6.78% | New | 320,000 | $12.0M |
| Rakuten Investment Management, Inc. | 0.04% | No change | 316,316 | $12.0M |
| Grove Bank & Trust | 1.32% | Add +16.7% | 313,438 | $11.7M |
| Destiny Wealth Partners, LLC | 1.34% | Add +4.3% | 309,604 | $11.7M |
| JTC Employer Solutions Trustee Ltd | 0.79% | No change | 310,219 | $11.6M |
| Alongside, LLC | 3.77% | — | 303,349 | $11.3M |
| Fifth Third Securities, Inc. | 0.73% | Add +8.5% | 299,078 | $11.2M |
| CoreCap Advisors, LLC | 0.39% | Add +11.1% | 296,968 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -66.6% | 289,156 | $10.8M |
| Fort Washington Investment Advisors Inc. | 0.06% | Add +43.9% | 286,153 | $10.7M |
| FC Advisory LLC | 3.07% | Add +3.1% | 285,972 | $10.7M |
| Citigroup Inc. | 0.01% | Reduce -87.1% | 285,749 | $10.7M |
| CVS HEALTH Corp | 7.41% | New | 268,100 | $10.0M |
| Sei Investments Co. | 0.01% | New | 261,439 | $9.8M |
| Partners Capital Investment Group, LLP | 0.36% | Reduce -48.7% | 258,826 | $9.7M |
| FORM Wealth Advisors, LLC | 1.13% | — | 257,111 | $9.6M |
| Howe & Rusling Inc. | 0.60% | Add +4.0% | 242,738 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.1% | 239,576 | $9.0M |
| United Capital Financial Advisors, LLC | 0.05% | Add +3.4% | 240,489 | $9.0M |
| Heritage Family Offices, LLP | 4.04% | Add +0.7% | 237,760 | $8.9M |
| Dynasty Wealth Management, LLC | 0.09% | New | 235,212 | $8.8M |
| Amicus Financial Advisors, LLC | 2.42% | — | 232,221 | $8.7M |
| Deutsche Bank AG | 0.00% | Reduce -17.9% | 232,099 | $8.7M |
| Sage Advisory Services, Ltd.Co. | 4.67% | Reduce -6.5% | 229,109 | $8.6M |
| Comerica Bank | 0.03% | Add +42.8% | 223,489 | $8.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -54.3% | 221,834 | $8.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +42.8% | 218,521 | $8.2M |
| Cullen/Frost Bankers, Inc. | 0.09% | Add +23125.1% | 217,619 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.6% | 216,989 | $8.1M |
| BlueCrest Capital Management Ltd | 0.34% | New | 212,761 | $8.0M |
| UMB Bank, n.a. | 0.11% | Add +10.3% | 211,663 | $7.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.26% | Add +22.3% | 200,586 | $7.5M |
| Keeler Thomas Management LLC | 3.52% | Add +9.8% | 197,359 | $7.4M |
| Sigma Planning Corp | 0.20% | Add +5.5% | 192,492 | $7.2M |
| Modern Wealth Management, LLC | 0.13% | Add +2.1% | 191,215 | $7.2M |
| Grey Fox Wealth Advisors, LLC | 1.45% | Add +7.1% | 189,948 | $7.1M |
| World Investment Advisors | 0.12% | Add +15.3% | 188,142 | $7.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +13.5% | 185,310 | $6.9M |
| Vise Technologies, Inc. | 0.14% | Add +28.8% | 184,474 | $6.9M |
| Single Point Partners, LLC | 1.33% | Add +5.8% | 180,299 | $6.7M |
| Quotient Wealth Partners, LLC | 0.18% | New | 179,677 | $6.7M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +56.3% | 177,563 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +28.0% | 175,116 | $6.5M |
| Fisher Asset Management | 0.00% | Reduce -11.3% | 171,477 | $6.4M |
| Hohimer Wealth Management, LLC | 0.86% | Reduce -30.8% | 169,282 | $6.3M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.36% | Reduce -62.9% | 168,500 | $6.3M |
| Ascent Group, LLC | 0.22% | Add +4.8% | 168,492 | $6.3M |
| Forte Asset Management LLC | 2.85% | Add +1.5% | 168,089 | $6.3M |
| National Bank of Canada | 0.01% | Reduce -13.2% | 166,207 | $6.2M |
| Creative Planning | 0.00% | Add +9.6% | 164,427 | $6.1M |
| CreativeOne Wealth, LLC | 0.15% | Add +0.8% | 163,777 | $6.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -58.8% | 161,949 | $6.1M |
| Cornerstone Management, Inc. | 0.99% | Add +2.3% | 161,902 | $6.1M |
| Tolleson Wealth Management, Inc. | 0.83% | Reduce -2.8% | 153,486 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +52.5% | 145,173 | $5.4M |
| Integrated Advisors Network LLC | 0.24% | Add +104.6% | 144,907 | $5.4M |
| Chesapeake Wealth Management | 1.57% | Add +5.3% | 140,733 | $5.3M |
| Little Harbor Advisors, LLC | 2.70% | Reduce -9.1% | 140,128 | $5.2M |
| HSBC Holdings PLC | 0.00% | New | 138,712 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +18.1% | 134,794 | $5.0M |
| Engineers Gate Manager LP | 0.06% | Add +149.8% | 133,602 | $5.0M |
| Founders Financial Securities LLC | 0.29% | Add +7.8% | 131,226 | $4.9M |
| Ellevest, Inc. | 0.67% | Add +9.0% | 130,355 | $4.9M |
| Securian Asset Management, Inc. | 0.18% | No change | 126,886 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +9.5% | 126,816 | $4.7M |
| Topel & Distasi Wealth Management, LLC | 2.31% | Add +10.9% | 126,563 | $4.7M |
| Horizon Investments, LLC | 0.06% | Add +7.5% | 126,348 | $4.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 125,910 | $4.7M |
| Park Avenue Securities LLC | 0.04% | Add +9.1% | 124,196 | $4.6M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +5.5% | 121,502 | $4.5M |
| Focus Partners Wealth | 0.01% | Add +41.7% | 116,382 | $4.4M |
| Two Sigma Securities, LLC | 0.57% | Reduce -8.1% | 111,563 | $4.2M |
| Paragon Advisors, LLC | 1.12% | Add +3.6% | 110,680 | $4.1M |
| Parr McKnight Wealth Management Group, LLC | 0.54% | Reduce -5.6% | 109,648 | $4.1M |
| Trek Financial, LLC | 0.23% | Add +18.0% | 107,614 | $4.0M |
| David Kennon Inc | 1.43% | Add +0.7% | 107,443 | $4.0M |
| Twele Capital Management, Inc. | 0.71% | Add +14.9% | 106,605 | $4.0M |
| Fiducient Advisors LLC | 0.49% | Add +205.1% | 105,786 | $4.0M |
| American Trust | 0.33% | Reduce -3.6% | 103,560 | $3.9M |
| Thryve Wealth Management LLC | 1.90% | — | 102,689 | $3.8M |
| Octavia Wealth Advisors, LLC | 0.36% | Add +7.0% | 99,620 | $3.7M |
| Ieq Capital, LLC | 0.01% | Add +4.5% | 98,233 | $3.7M |
| SWS Partners | 0.88% | Add +1.9% | 97,805 | $3.7M |
| Tucker Asset Management LLC | 1.06% | Add +0.4% | 97,011 | $3.6M |
| Charles Schwab Trust Co | 0.24% | Reduce -0.7% | 96,862 | $3.6M |
| Financial & Tax Architects, LLC | 0.80% | Add +3.0% | 95,401 | $3.6M |
| Counterweight Ventures, LLC | 1.98% | Add +14.9% | 94,561 | $3.5M |
| Sagespring Wealth Partners, LLC | 0.06% | Reduce -0.5% | 94,313 | $3.5M |
| Ethos Financial Group, LLC | 0.26% | Reduce -2.9% | 94,267 | $3.5M |
| DeLarme Wealth Management, Inc. | 2.46% | — | 92,506 | $3.5M |
| Drucker Wealth 3.0, LLC | 0.60% | Reduce -9.2% | 91,917 | $3.4M |
| Marble Wealth, LLC | 0.47% | — | 90,730 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +58.1% | 88,974 | $3.3M |
| Maseco LLP | 0.14% | Reduce -11.6% | 88,018 | $3.3M |
| Heritage Oak Wealth Advisors LLC | 1.21% | Reduce -8.2% | 87,497 | $3.3M |
| Goldstone Financial Group, LLC | 0.36% | Add +21.0% | 85,343 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +812.6% | 81,493 | $3.0M |
| Balefire, LLC | 0.58% | Reduce -2.8% | 80,090 | $3.0M |
| Mgo One Seven LLC | 0.06% | Reduce -18.2% | 78,717 | $2.9M |
| New Wave Wealth Advisors LLC | 1.06% | Add +1.2% | 77,369 | $2.9M |
| LeConte Wealth Management, LLC | 1.87% | Add +19.5% | 76,429 | $2.9M |
| Capital Analysts, LLC | 0.08% | Add +4.3% | 75,277 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +24.0% | 74,439 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -6.5% | 74,357 | $2.8M |
| Riversedge Advisors, LLC | 0.45% | Reduce -5.6% | 74,048 | $2.8M |
| Gibbs Wealth Management | 0.67% | Reduce -8.5% | 73,335 | $2.8M |
| WealthCare Investment Partners, LLC | 0.80% | Add +14.6% | 73,136 | $2.7M |
| Level Four Advisory Services, LLC | 0.09% | Add +13.0% | 71,217 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | New | 70,600 | $2.6M |
| Leeward Financial Partners, LLC | 0.72% | Reduce -1.3% | 68,139 | $2.5M |
| Mechanics Bank Trust Department | 0.33% | Add +4.0% | 67,335 | $2.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -2.1% | 66,634 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +11.0% | 66,108 | $2.5M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +33.3% | 65,821 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -3.0% | 64,274 | $2.4M |
| Kathmere Capital Management, LLC | 0.16% | Reduce -61.6% | 62,502 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +9.6% | 62,453 | $2.3M |
| Unison Advisors LLC | 0.20% | Add +2.9% | 60,462 | $2.3M |
| BTG Pactual Asset Management US LLC | 0.25% | Add +27.1% | 60,725 | $2.2M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -44.6% | 58,624 | $2.2M |
| Titleist Asset Management, LLC | 0.18% | Add +40.3% | 58,286 | $2.2M |
| Y.D. More Investments Ltd | 0.10% | Reduce -40.7% | 58,153 | $2.2M |
| Mariner, LLC | 0.00% | Add +30.9% | 57,848 | $2.2M |
| Joel Adams & Associates, Inc. | 1.55% | Add +16.1% | 54,993 | $2.1M |
| Peak Planning Group, LLC | 0.58% | Add +59.0% | 54,964 | $2.1M |
| Mutual Advisors, LLC | 0.04% | Add +137.1% | 54,472 | $2.0M |
| Verdence Capital Advisors LLC | 0.12% | Reduce -0.3% | 54,013 | $2.0M |
| Bison Wealth, LLC | 0.23% | Add +539.2% | 55,014 | $2.0M |
| New England Asset Management Inc. | 0.27% | No change | 53,145 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.13% | Add +0.3% | 53,048 | $2.0M |
| Bragg Financial Advisors, Inc | 0.06% | Add +338.8% | 51,334 | $1.9M |
| Innovative Wealth Building LLC | 1.40% | Reduce -18.3% | 51,303 | $1.9M |
| Legacy Wealth Partners, LLC | 0.49% | — | 50,726 | $1.9M |
| Genesis Private Wealth, LLC | 0.59% | New | 50,606 | $1.9M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -20.4% | 50,328 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Reduce -2.2% | 49,353 | $1.8M |
| State of Wisconsin - Board of Commissioners of Public Lands | 1.17% | No change | 48,550 | $1.8M |
| Choate Investment Advisors | 0.03% | New | 47,369 | $1.8M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 47,000 | $1.8M |
| Atlas Legacy Advisors, LLC | 0.31% | Add +4.1% | 46,961 | $1.8M |
| High Net Worth Advisory Group LLC | 0.40% | Add +6.6% | 46,945 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +62.6% | 46,778 | $1.7M |
| Cordgrass Capital Advisors, LLC | 0.40% | Add +2.9% | 44,473 | $1.7M |
| Procyon Advisors, LLC | 0.08% | Add +117.4% | 44,404 | $1.7M |
| Ascentis Independent Advisors | 0.27% | Add +11.9% | 44,235 | $1.7M |
| Sovran Advisors, LLC | 0.14% | Add +6.4% | 43,769 | $1.6M |
| Gotham Asset Management | 0.01% | Add +3.6% | 43,121 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +6.2% | 42,770 | $1.6M |
| Windsor Capital Management, LLC | 0.46% | Add +8.2% | 42,431 | $1.6M |
| Brookstone Capital Management | 0.02% | Reduce -20.6% | 42,344 | $1.6M |
| CGN Advisors LLC | 0.12% | Add +14.2% | 40,793 | $1.5M |
| Tide Cove Capital Partners LLC | 1.05% | New | 40,499 | $1.5M |
| Primoris Wealth Advisors, LLC | 0.90% | Add +0.6% | 40,200 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Add +7.8% | 38,579 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -5.5% | 37,600 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +2.3% | 37,566 | $1.4M |
| Vicus Capital | 0.11% | Reduce -29.8% | 37,560 | $1.4M |
| Braun-Bostich & Associates Inc. | 0.86% | Add +3.4% | 37,345 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -32.7% | 36,945 | $1.4M |
| Bessemer Group Inc. | 0.00% | No change | 36,803 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +1.4% | 36,526 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.9% | 36,372 | $1.4M |
| AQR Capital Management | 0.00% | Add +3.3% | 36,109 | $1.4M |
| Kestra Investment Management, LLC | 0.03% | Add +1.7% | 35,977 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +343.2% | 35,435 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -2.3% | 35,577 | $1.3M |
| F/m Investments LLC | 0.05% | Add +339.4% | 35,491 | $1.3M |
| Silver Grove Financial Group, Inc. | 1.14% | Add +7.5% | 35,212 | $1.3M |
| Independent Advisor Alliance | 0.03% | Add +117.0% | 34,662 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.51% | Reduce -6.0% | 33,662 | $1.3M |
| Neumann Capital Management, LLC | 0.36% | Add +3.6% | 33,260 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.09% | Reduce -0.5% | 33,043 | $1.2M |
| XY Planning Network, Inc. | 0.21% | New | 32,385 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Reduce -9.8% | 32,083 | $1.2M |
| Sunbelt Securities, Inc. | 0.08% | Reduce -1.9% | 31,597 | $1.2M |
| AMG National Trust Bank | 0.03% | Add +32.0% | 31,583 | $1.2M |
| Hexagon Capital Partners LLC | 0.22% | Add +10.6% | 31,487 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +8.7% | 31,374 | $1.2M |
| TD Private Client Wealth LLC | 0.02% | Add +1870.6% | 31,155 | $1.2M |
| Defined Wealth Management, LLC | 0.67% | Reduce -1.2% | 30,951 | $1.2M |
| Security Financial Services, INC. | 0.18% | Add +76.6% | 30,368 | $1.1M |
| M Holdings Securities, Inc. | 0.08% | New | 30,358 | $1.1M |
| Millennium Management | 0.00% | Reduce -7.5% | 30,325 | $1.1M |
| Decker Retirement Planning Inc. | 0.54% | Add +13.3% | 28,917 | $1.1M |
| PFG Advisors | 0.05% | Add +68.8% | 28,841 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.29% | Add +43.5% | 28,417 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.11% | Reduce -0.1% | 28,345 | $1.1M |
| Allstreet Capital Advisors LLC | 0.76% | — | 28,016 | $1.0M |
| Florida Trust Wealth Management Co | 0.03% | Add +38.7% | 27,951 | $1.0M |
| M&T Bank Corp | 0.00% | Add +9.3% | 27,864 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +6.3% | 26,916 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +1.9% | 26,418 | $988K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | New | 26,289 | $983K |
| Endeavor Private Wealth, Inc. | 0.27% | Reduce -9.6% | 25,586 | $957K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -8.1% | 25,060 | $937K |
| Winch Advisory Services, LLC | 0.21% | Add +2.3% | 24,916 | $932K |
| CAP Partners, LLC | 0.53% | Add +1.6% | 24,879 | $930K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -8.1% | 24,740 | $925K |
| Portfolio Strategies, Inc. | 0.11% | Add +28.9% | 24,538 | $918K |
| Kingsview Wealth Management, LLC | 0.01% | Add +28.5% | 24,488 | $916K |
| Edgestream Partners, L.P. | 0.03% | Reduce -77.2% | 24,463 | $915K |
| Arkadios Wealth Advisors | 0.02% | Reduce -3.7% | 24,161 | $903K |
| Equita Financial Network, Inc. | 0.27% | Add +88.5% | 23,991 | $897K |
| Naples Global Advisors, LLC | 0.07% | Add +10.3% | 23,887 | $893K |
| Condor Capital Management | 0.07% | Add +0.0% | 23,875 | $893K |
| Advisory Alpha, LLC | 0.02% | Reduce -23.5% | 23,554 | $881K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +7.2% | 23,326 | $872K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | New | 23,214 | $868K |
| Ameritas Advisory Services, LLC | 0.03% | Add +194.8% | 23,138 | $865K |
| Barnes Wealth Management Group, Inc | 0.46% | Add +0.3% | 23,112 | $864K |
| Mullooly Asset Management, Inc. | 0.31% | Add +12.8% | 22,844 | $854K |
| IHT Wealth Management, LLC | 0.02% | Add +0.6% | 22,444 | $839K |
| Arrowroot Family Office, LLC | 0.30% | Reduce -1.7% | 22,425 | $839K |
| IFP Advisors, Inc | 0.02% | Add +90.5% | 22,087 | $826K |
| Ninety One North America, Inc. | 0.03% | Add +75.6% | 22,070 | $825K |
| Prospera Financial Services Inc | 0.01% | Add +33.2% | 21,463 | $803K |
| SageView Advisory Group, LLC | 0.03% | Add +1.9% | 21,199 | $793K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.4% | 20,575 | $769K |
| Israel Discount Bank of New York | 2.08% | New | 20,439 | $764K |
| Petix & Botte Co | 0.17% | No change | 20,174 | $754K |
| Independent Wealth Network Inc. | 0.23% | Reduce -4.3% | 19,906 | $744K |
| Argent Trust Co | 0.03% | Add +35.7% | 19,881 | $743K |
| Avior Wealth Management, LLC | 0.02% | Add +0.7% | 19,722 | $738K |
| RVW Wealth, LLC | 0.06% | Reduce -4.2% | 19,651 | $735K |
| Western Wealth Management, LLC | 0.03% | New | 19,371 | $724K |
| Summit Financial, LLC | 0.01% | Reduce -4.9% | 18,682 | $699K |
| Compound Planning, Inc. | 0.02% | Add +6.5% | 18,665 | $698K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.9% | 18,603 | $696K |
| RFG Advisory, LLC | 0.01% | Add +8.9% | 18,573 | $695K |
| Cynosure Group, LLC | 0.07% | New | 18,188 | $680K |
| Pure Financial Advisors, LLC | 0.01% | Add +19.2% | 17,946 | $671K |
| Modera Wealth Management, LLC | 0.01% | Add +0.3% | 17,853 | $668K |
| Apella Capital, LLC | 0.01% | New | 17,644 | $660K |
| Hilltop Holdings Inc. | 0.04% | Reduce -10.8% | 17,643 | $660K |
| Bank of Montreal | 0.00% | Reduce -1.2% | 17,493 | $654K |
| Arax Advisory Partners | 0.02% | New | 17,415 | $651K |
| Verus Capital Partners, LLC | 0.04% | Reduce -68.1% | 17,396 | $651K |
| Trivium Point Advisory, LLC | 0.07% | Add +50.9% | 17,364 | $649K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.9% | 17,012 | $636K |
| Clearwater Capital Advisors, LLC | 0.05% | New | 16,819 | $629K |
| Laffer Tengler Investments, Inc. | 0.11% | New | 16,813 | $629K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -80.8% | 16,636 | $622K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 16,450 | $615K |
| Beacon Financial Group | 0.06% | Add +34.3% | 16,370 | $612K |
| Wakefield Asset Management LLLP | 0.17% | Add +0.4% | 16,310 | $610K |
| Euro Pacific Asset Management, LLC | 0.07% | No change | 16,210 | $608K |
| Portside Wealth Group, LLC | 0.08% | Reduce -7.5% | 16,134 | $603K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 16,000 | $598K |
| SHP Wealth Management | 0.05% | — | 15,911 | $595K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +136.3% | 15,723 | $588K |
| Liberty Capital Management, Inc. | 0.11% | No change | 15,203 | $569K |
| Eagle Global Advisors LLC | 0.02% | New | 15,030 | $562K |
| Absolute Capital Management, LLC | 0.20% | Add +11.7% | 14,630 | $547K |
| Hillsdale Investment Management Inc. | 0.01% | Add +11.1% | 14,570 | $545K |
| Occidental Asset Management, LLC | 0.07% | Reduce -27.1% | 14,561 | $545K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.9% | 14,507 | $542K |
| MMBG Investment Advisors Co. | 0.05% | No change | 14,440 | $540K |
| Symmetry Partners, LLC | 0.03% | Add +0.2% | 14,359 | $537K |
| Checchi Capital Advisers, LLC | 0.04% | New | 14,287 | $534K |
| First PREMIER Bank | 0.12% | No change | 14,200 | $531K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.2% | 14,158 | $529K |
| Pines Wealth Management, LLC | 0.17% | Add +0.0% | 14,131 | $528K |
| Provident Wealth Management, LLC | 0.16% | Reduce -1.5% | 14,000 | $524K |
| Captrust Financial Advisors | 0.00% | Reduce -3.4% | 13,973 | $523K |
| SteelPeak Wealth, LLC | 0.02% | Add +34.4% | 13,639 | $510K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -35.3% | 13,405 | $501K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Add +76.3% | 13,051 | $488K |
| Atomic Invest LLC | 0.27% | — | 13,026 | $488K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +61.1% | 12,972 | $485K |
| Covestor Ltd | 0.25% | Add +10.2% | 12,623 | $472K |
| Invested Advisors | 0.47% | New | 12,238 | $458K |
| MAI Capital Management | 0.00% | Reduce -1.1% | 11,888 | $445K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -14.3% | 11,700 | $438K |
| Strategic Blueprint, LLC | 0.03% | Reduce -7.3% | 11,637 | $435K |
| PFG Investments, LLC | 0.02% | Add +5.4% | 11,628 | $435K |
| GWN Securities Inc. | 0.09% | Reduce -12.3% | 11,607 | $434K |
| Insigneo Advisory Services, LLC | 0.03% | Add +4.6% | 11,536 | $431K |
| Narus Financial Partners, LLC | 0.12% | Add +2.1% | 11,329 | $424K |
| Hancock Whitney Corp. | 0.01% | No change | 11,300 | $423K |
| Boyd Watterson Asset Management LLC | 0.12% | Reduce -5.8% | 11,234 | $420K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +0.3% | 11,195 | $419K |
| Brooklyn FI, LLC | 0.09% | Add +3.9% | 11,115 | $416K |
| Global Retirement Partners, LLC | 0.01% | Add +15.7% | 11,108 | $415K |
| Range Advisory, LLC | 0.11% | — | 11,103 | $415K |
| Atlanta Consulting Group Advisors, LLC | 0.09% | Add +5.3% | 11,027 | $412K |
| Venture Visionary Partners LLC | 0.01% | Reduce -5.0% | 10,569 | $395K |
| GW&K Investment Management, LLC | 0.00% | Add +1.3% | 10,508 | $393K |
| Westwood Holdings Group Inc. | 0.00% | New | 10,472 | $392K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -30.7% | 10,205 | $382K |
| Cambient Family Office, LLC | 0.05% | — | 10,145 | $379K |
| AE Wealth Management LLC | 0.00% | Reduce -1.6% | 10,136 | $379K |
| Commerce Bank | 0.00% | Add +20.0% | 10,108 | $378K |
| Invesco Ltd. | 0.00% | New | 10,000 | $374K |
| Guidance Capital, Inc. | 0.09% | New | 9,766 | $368K |
| Carter Financial Group, INC. | 0.22% | Add +3.0% | 9,748 | $365K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -8.0% | 9,747 | $364K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Reduce -3.6% | 9,709 | $363K |
| TFR Capital, LLC. | 0.12% | Reduce -6.7% | 9,704 | $363K |
| USAdvisors Wealth Management, LLC | 0.12% | No change | 9,706 | $362K |
| Norden Group LLC | 0.04% | Reduce -0.1% | 9,680 | $362K |
| Retirement Wealth Solutions LLC | 0.23% | No change | 9,597 | $359K |
| Richardson Financial Services Inc. | 0.12% | Add +12.5% | 9,589 | $359K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.6% | 9,553 | $357K |
| Foundations Investment Advisors, LLC | 0.00% | Add +3.0% | 9,478 | $354K |
| Geometric Wealth Advisors | 0.05% | Add +2.3% | 9,477 | $354K |
| CPA Asset Management Group, LLC | 0.12% | No change | 9,384 | $351K |
| Wellington-Altus USA Inc. | 0.26% | — | 9,230 | $345K |
| Uptick Partners, LLC | 0.07% | New | 9,185 | $343K |
| Wealthgarden F.S. LLC | 0.23% | No change | 9,114 | $343K |
| Westview Management dba Westview Investment Advisors | 0.16% | — | 9,155 | $342K |
| Mattern Wealth Management LLC | 0.07% | No change | 9,141 | $342K |
| Headlands Technologies LLC | 0.03% | Reduce -71.7% | 9,120 | $341K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.5% | 9,117 | $341K |
| Rinkey Investments | 0.09% | No change | 9,000 | $337K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.4% | 8,954 | $335K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 8,930 | $334K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,856 | $331K |
| Unique Wealth Strategies, LLC | 0.13% | New | 8,828 | $330K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -14.3% | 8,759 | $328K |
| Adams Wealth Management | 0.07% | Add +19.9% | 8,625 | $323K |
| CacheTech Inc. | 0.06% | Add +19.9% | 8,625 | $323K |
| Advisors Asset Management, Inc. | 0.01% | Add +110.8% | 8,548 | $320K |
| Aldebaran Financial Inc. | 0.29% | No change | 8,500 | $318K |
| Pursuit Wealth Strategies, LLC | 0.44% | — | 8,460 | $316K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 8,414 | $315K |
| Genesee Capital Advisors, LLC | 0.12% | Add +0.5% | 8,210 | $307K |
| Journey Retirement Planning & Investment Management LLC | 0.06% | — | 8,013 | $300K |
| Savant Capital, LLC | 0.00% | New | 7,995 | $299K |
| Cardiff Park Advisors, LLC | 0.02% | New | 7,980 | $298K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +1.5% | 7,940 | $297K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 7,907 | $296K |
| Two West Capital Advisors LLC | 0.17% | Add +32.6% | 7,864 | $294K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -13.3% | 7,845 | $293K |
| HighPoint Advisor Group LLC | 0.01% | New | 7,799 | $292K |
| Diversified Portfolios, Inc. | 0.02% | Add +8.7% | 7,757 | $290K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +3.0% | 7,643 | $286K |
| Garde Capital, Inc. | 0.02% | No change | 7,607 | $284K |
| TAGStone Capital, Inc. | 0.10% | Add +2.3% | 7,521 | $281K |
| IRON Financial LLC | 0.13% | No change | 7,453 | $279K |
| Peak Retirement Planning, Inc. | 0.07% | New | 7,440 | $278K |
| International Assets Investment Management, LLC | 0.02% | Reduce -16.0% | 7,426 | $278K |
| Quartz Partners, LLC | 0.10% | Add +1.7% | 7,369 | $276K |
| Savvy Advisors, Inc. | 0.01% | New | 7,362 | $275K |
| Kovack Advisors, Inc. | 0.01% | Add +33.7% | 7,307 | $273K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -70.8% | 7,289 | $273K |
| Davidson Trust Co. | 0.11% | Reduce -7.8% | 7,278 | $272K |
| Curi Capital, LLC | 0.00% | No change | 7,250 | $271K |
| Petros Family Wealth, LLC | 0.18% | New | 7,235 | $271K |
| Sound Income Strategies, LLC | 0.01% | Add +2811.7% | 7,192 | $270K |
| Fourth Dimension Wealth, LLC | 0.10% | New | 7,233 | $270K |
| Quantinno Capital Management LP | 0.00% | Add +0.5% | 7,148 | $267K |
| Wilson & Boucher Capital Management, LLC | 0.17% | No change | 7,100 | $266K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -58.9% | 7,074 | $265K |
| Pinion Investment Advisors, LLC | 0.06% | New | 7,053 | $264K |
| Anchyra Partners LLC | 0.08% | — | 7,021 | $263K |
| Arwa LLC | 0.15% | — | 7,006 | $262K |
| Capital Management Associates, Inc | 0.06% | New | 6,797 | $254K |
| ASL Financial, LLC | 0.20% | — | 6,710 | $251K |
| Lido Advisors, LLC | 0.00% | Add +14.9% | 6,621 | $250K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +60.5% | 6,679 | $250K |
| KLCM Advisors, Inc. | 0.02% | New | 6,634 | $248K |
| Harbour Capital Advisors, LLC | 0.05% | Add +0.5% | 6,595 | $247K |
| Rothschild Wealth LLC | 0.02% | Add +7.2% | 6,580 | $246K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -60.0% | 6,520 | $244K |
| TCI Wealth Advisors, Inc. | 0.01% | Reduce -5.4% | 6,511 | $243K |
| Patten Group, Inc. | 0.04% | Reduce -0.0% | 6,354 | $238K |
| Scotia Capital Inc. | 0.00% | New | 6,336 | $237K |
| MRP Capital Investments, LLC | 0.20% | Reduce -6.8% | 6,276 | $235K |
| Private Trust Co. NA | 0.02% | Add +0.4% | 6,230 | $233K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.8% | 6,198 | $232K |
| IVC Wealth Advisors LLC | 0.10% | Add +6.8% | 6,177 | $231K |
| Acorn Wealth Advisors, LLC | 0.07% | New | 6,169 | $231K |
| G&S Capital LLC | 0.08% | Add +2.3% | 6,101 | $228K |
| FRG Family Wealth Advisors LLC | 0.04% | No change | 6,100 | $228K |
| L & S Advisors Inc | 0.02% | Add +0.3% | 6,023 | $225K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 6,023 | $225K |
| Boyd Wealth Management, LLC | 0.09% | New | 5,969 | $223K |
| Aire Advisors, LLC | 0.04% | Add +2.3% | 5,933 | $222K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -81.4% | 5,828 | $218K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -81.4% | 5,827 | $218K |
| Diversify Wealth Management, LLC | 0.01% | New | 5,731 | $215K |
| Perigon Wealth Management, LLC | 0.00% | Add +0.4% | 5,697 | $213K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,627 | $212K |
| KW Wealth Management LLC | 0.32% | Reduce -4.3% | 5,613 | $210K |
| Flagstar Securities, Inc. | 0.07% | New | 5,583 | $209K |
| Farnam Financial LLC | 0.16% | Reduce -27.4% | 5,561 | $208K |
| Cary Street Partners Financial LLC | 0.01% | New | 5,488 | $205K |
| PKS Advisory Services, LLC | 0.05% | Add +2.3% | 5,482 | $205K |
| Clayton Financial Group LLC | 0.10% | New | 5,450 | $204K |
| Twin City Private Wealth, LLC | 0.15% | Reduce -26.0% | 5,410 | $202K |
| Prosperity Consulting Group, LLC | 0.01% | New | 5,360 | $200K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 4,640 | $174K |
| Chilton Capital Management LLC | 0.01% | New | 4,638 | $173K |
| Financial Network Wealth Advisors LLC | 0.16% | Reduce -13.8% | 4,233 | $158K |
| FIL Ltd | 0.00% | New | 4,200 | $157K |
| WealthShield Partners, LLC | 0.02% | New | 4,195 | $157K |
| AdvisorNet Financial, Inc | 0.01% | Add +29.8% | 3,788 | $142K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,731 | $140K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 3,716 | $139K |
| Ankerstar Wealth, LLC | 0.13% | — | 3,464 | $130K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +95.8% | 3,019 | $113K |
| Key Financial Inc | 0.02% | Add +2.0% | 2,669 | $100K |
| Allworth Financial LP | 0.00% | Add +7.3% | 2,661 | $99K |
| Godfrey Financial Associates, Inc. | 0.08% | — | 2,577 | $96K |
| Waverly Advisors, LLC | 0.00% | New | 2,536 | $95K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +25.2% | 2,517 | $94K |
| Westfuller Advisors, LLC | 0.04% | Add +297.5% | 2,349 | $88K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -12.4% | 2,332 | $87K |
| Blair William & Co. | 0.00% | Add +3.3% | 2,295 | $86K |
| NBT Bank, N.A. | 0.01% | No change | 2,115 | $79K |
| Caldwell Trust Co | 0.01% | Add +54.4% | 2,070 | $77K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 2,064 | $77K |
| Concord Wealth Partners | 0.01% | No change | 1,987 | $74K |
| Lanark Financial, Inc. | 0.01% | Add +91.8% | 1,975 | $74K |
| Dorato Capital Management | 0.05% | — | 1,928 | $72K |
| Olistico Wealth, LLC | 0.04% | New | 1,936 | $72K |
| Investors Research Corp | 0.01% | Add +0.4% | 1,925 | $72K |
| Robinswood Financial LLC | 0.02% | No change | 1,879 | $70K |
| Elevation Wealth Partners, LLC | 0.02% | Add +2.3% | 1,588 | $59K |
| Whittier Trust Co. | 0.00% | Reduce -20.1% | 1,560 | $59K |
| CFG Wealth Management Services, Inc. | 0.05% | — | 1,558 | $58K |
| NFSG Corp | 0.01% | No change | 1,500 | $56K |
| Blue Trust, Inc. | 0.00% | Add +32.8% | 1,497 | $56K |
| Creative Financial Designs Inc. | 0.00% | Add +9400.0% | 1,425 | $53K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,422 | $53K |
| ORG Partners LLC | 0.01% | Add +3.5% | 1,401 | $52K |
| Cape Investment Advisory, Inc. | 0.01% | Add +26.9% | 1,286 | $48K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -3.0% | 1,242 | $46K |
| Signature Equity Partners, LLC | 0.03% | — | 1,216 | $45K |
| Trust Co. of Toledo NA | 0.00% | No change | 1,080 | $40K |
| HHM Wealth Advisors, LLC | 0.00% | Add +4.8% | 1,074 | $40K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,046 | $39K |
| Arlington Trust Co LLC | 0.00% | No change | 1,000 | $37K |
| Elyxium Wealth, LLC | 0.01% | New | 971 | $36K |
| Brown Brothers Harriman & Co. | 0.00% | Add +43.1% | 923 | $35K |
| Bokf, NA | 0.00% | Reduce -69.9% | 916 | $34K |
| Wellington Grp LLC | 0.01% | — | 845 | $32K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.4% | 800 | $30K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 734 | $27K |
| First Financial Corp. | 0.01% | No change | 702 | $26K |
| Fairscale Capital, LLC | 0.02% | No change | 683 | $26K |
| Front Row Advisors LLC | 0.01% | No change | 670 | $25K |
| Paladin Partners, LLC | 0.02% | — | 658 | $25K |
| Essential Partners LLC | 0.01% | Reduce -1.2% | 655 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 629 | $24K |
| Fiduciary Advisors, Inc. | 0.02% | New | 616 | $23K |
| Larson Financial Group LLC | 0.00% | Reduce -20.2% | 599 | $22K |
| Triumph Capital Management | 0.00% | New | 586 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.3% | 574 | $21K |
| McGuire Capital Advisors Inc. | 0.01% | — | 571 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -60.1% | 558 | $21K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 548 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -5.7% | 543 | $20K |
| YANKCOM Partnership | 0.01% | New | 530 | $20K |
| Daiwa Securities Group Inc. | 0.00% | Add +51.3% | 475 | $18K |
| GAMMA Investing LLC | 0.00% | Add +48.0% | 469 | $18K |
| Bank & Trust Co | 0.01% | No change | 464 | $17K |
| Anchor Investment Management, LLC | 0.00% | Add +46.7% | 449 | $17K |
| CENTRAL TRUST Co | 0.00% | Add +3.5% | 444 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 419 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -47.5% | 375 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -4.4% | 368 | $14K |
| Compass Financial Services Inc | 0.01% | No change | 363 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.6% | 344 | $13K |
| Colonial Trust Co / SC | 0.00% | No change | 306 | $11K |
| True Wealth Design, LLC | 0.00% | New | 300 | $11K |
| Fifth Third Bancorp | 0.00% | Add +959.3% | 286 | $11K |
| Activest Wealth Management | 0.00% | Add +2.2% | 276 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 272 | $10K |
| Palouse Capital Management, Inc. | 0.01% | New | 271 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +40.1% | 262 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 269 | $10K |
| MCF Advisors LLC | 0.00% | No change | 266 | $10K |
| Gables Capital Management Inc. | 0.00% | No change | 255 | $10K |
| Nemes Rush Group LLC | 0.00% | New | 253 | $9K |
| Tompkins Financial Corp. | 0.00% | No change | 223 | $8K |
| Trust Co. of Vermont | 0.00% | Reduce -54.3% | 220 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 213 | $8K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 209 | $8K |
| Kilter Group LLC | 0.00% | Add +38.0% | 207 | $8K |
| Rialto Wealth Management, LLC | 0.00% | No change | 196 | $7K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -54.8% | 181 | $7K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 176 | $7K |
| Piscataqua Savings Bank | 0.00% | No change | 168 | $6K |
| TD Capital Management LLC | 0.00% | No change | 164 | $6K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 152 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +119.1% | 149 | $6K |
| Ancora Advisors LLC | 0.00% | Add +3500.0% | 144 | $5K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 143 | $5K |
| Key Capital Management, INC | 0.01% | — | 142 | $5K |
| Eq Wealth Advisors, LLC | 0.00% | New | 142 | $5K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 139 | $5K |
| Archer Investment Corp | 0.00% | No change | 137 | $5K |
| Ransom Advisory, Ltd | 0.00% | New | 124 | $5K |
| Towne Trust Company, N.A | 0.00% | No change | 120 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 119 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 109 | $4K |
| Rossby Financial, LCC | 0.00% | Reduce -72.6% | 109 | $4K |
| First Community Trust NA | 0.00% | No change | 108 | $4K |
| SouthState Bank Corp | 0.00% | No change | 108 | $4K |
| Winthrop Capital Management, LLC | 0.00% | Add +10.2% | 108 | $4K |
| Stephens Consulting, LLC | 0.00% | New | 98 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 91 | $3K |
| Kozak & Associates, Inc. | 0.00% | New | 82 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +46.4% | 82 | $3K |
| Independence Bank of Kentucky | 0.00% | Reduce -40.6% | 79 | $3K |
| Evolution Wealth Management Inc. | 0.00% | New | 76 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 76 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 75 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 69 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 67 | $3K |
| Spire Wealth Management | 0.00% | Reduce -50.0% | 67 | $3K |
| Team Financial Group, LLC | 0.00% | New | 65 | $2K |
| Vision Retirement, LLC | 0.00% | — | 64 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 63 | $2K |
| Eastern Bank | 0.00% | New | 61 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Add +172.7% | 60 | $2K |
| CNB Bank | 0.00% | No change | 60 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 57 | $2K |
| Avion Wealth | 0.00% | No change | 65 | $2K |
| Qube Research & Technologies Ltd | 0.00% | New | 50 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 49 | $2K |
| Coastline Trust Co | 0.00% | No change | 48 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 47 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +59.3% | 43 | $2K |
| Curio Wealth, LLC | 0.00% | New | 42 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 41 | $2K |
| LRI Investments, LLC | 0.00% | No change | 39 | $1K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -95.4% | 35 | $1K |
| Wilkerson Advisory Group LLC | 0.00% | — | 31 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 31 | $1K |
| Cheviot Value Management, LLC | 0.00% | No change | 29 | $1K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 27 | $1K |
| Navalign, LLC | 0.00% | New | 25 | $935 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +242.9% | 24 | $897 |
| Camelot Portfolios, LLC | 0.00% | New | 23 | $860 |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -84.4% | 22 | $823 |
| Alerus Financial NA | 0.00% | New | 22 | $823 |
| Biltmore Family Office, LLC | 0.00% | No change | 21 | $785 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $748 |
| Hollencrest Capital Management | 0.00% | No change | 20 | $748 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 19 | $711 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 13 | $480 |
| Chapman Financial Group, LLC | 0.00% | No change | 12 | $449 |
| Strategic Advocates LLC | 0.00% | No change | 12 | $449 |
| Optima Capital LLC | 0.00% | New | 9 | $337 |
| Park Square Financial Group, LLC | 0.00% | New | 8 | $294 |
| Copia Wealth Management | 0.00% | New | 6 | $224 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 6 | $224 |
| WealthCollab, LLC | 0.00% | New | 5 | $187 |
| Winnacle Wealth LLC | 0.00% | New | 4 | $152 |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -92.7% | 3 | $113 |
| Harbor Investment Advisory, LLC | 0.00% | New | 2 | $75 |
| Asset Dedication, LLC | 0.00% | No change | 2 | $75 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $75 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 2 | $74 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $38 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -94.5% | 8 | $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.