iShares Broad Usd High YieldUSHYETF
13F holders, Q1 2026 (March 31)656holders −8
81new positions
90sold out
3famous investors
$36.79avg. 13F price*
At the end of Q1 2026, 656 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, down 8 from Q4 2025. 81 opened new positions and 90 sold out. The largest holders were Jones Financial Companies LLLP ($3.5B), Prudential PLC ($2.3B) and Wells Fargo & Company ($1.7B). 3 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 Cliff Asness (0.0% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $183.6M |
| Exits | 90 | $473.4M |
All 13F filers, Q4 2025 → Q1 2026: 74,415,584 shares bought and 84,177,575 shares sold, net −9,761,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 656 holders
| Jones Financial Companies LLLP | 1.67% | Add +8.3% | 95,360,826 | $3.5B |
| Prudential PLC | 17.22% | Reduce -2.8% | 61,458,457 | $2.3B |
| Wells Fargo & Company | 0.34% | Add +6.0% | 46,168,967 | $1.7B |
| Northern Trust Corp. | 0.16% | Reduce -7.8% | 33,695,245 | $1.2B |
| UBS Group AG | 0.17% | Add +1042.3% | 25,237,173 | $929.7M |
| Corebridge Financial, Inc. | 77.50% | — | 23,179,735 | $845.6M |
| BlackRock, Inc. | 0.01% | Add +9.5% | 22,926,529 | $844.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 4.93% | Add +33.4% | 22,630,000 | $833.7M |
| Bank of America Corp. | 0.06% | Reduce -34.5% | 21,285,168 | $784.1M |
| Goldman Sachs Group Inc. | 0.10% | Add +5.9% | 20,917,029 | $770.6M |
| Raymond James Financial Inc. | 0.22% | Add +6.0% | 19,440,895 | $716.2M |
| Japan Science & Technology Agency | 10.96% | No change | 14,319,906 | $527.5M |
| Ilmarinen Mutual Pension Insurance Co | 4.08% | No change | 14,080,000 | $518.7M |
| Morgan Stanley | 0.03% | Reduce -5.4% | 12,575,624 | $463.3M |
| TIAA Wealth Investment Management LLC | 3.14% | — | 11,282,244 | $411.6M |
| Caisse de depot et placement du Quebec | 0.59% | No change | 10,057,165 | $370.5M |
| FMR LLC | 0.02% | Add +40.0% | 8,044,193 | $296.3M |
| Ocean Park Asset Management, LLC | 15.11% | Reduce -7.4% | 7,098,608 | $261.5M |
| Thrivent Financial for Lutherans | 0.45% | Reduce -1.9% | 6,215,055 | $229.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +209.3% | 5,653,753 | $208.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.1% | 5,386,933 | $198.4M |
| Nepc LLC | 3.84% | Add +25.2% | 5,230,809 | $192.7M |
| Principal Financial Group Inc. | 0.10% | Reduce -2.2% | 5,224,371 | $192.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -56.8% | 5,146,879 | $187.8M |
| Royal Bank of Canada | 0.03% | Add +20.4% | 4,878,232 | $179.7M |
| Polianta Ltd | 23.64% | Reduce -0.9% | 4,835,000 | $178.1M |
| LPL Financial LLC | 0.05% | Reduce -15.1% | 4,636,622 | $170.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.61% | — | 4,289,399 | $158.0M |
| Elo Mutual Pension Insurance Co | 2.27% | Add +459.0% | 3,745,000 | $138.0M |
| SigFig Wealth Management, LLC | 3.34% | Add +14.0% | 3,090,034 | $113.8M |
| Allspring Global Investments Holdings, LLC | 0.19% | Add +11312959.3% | 3,054,526 | $112.3M |
| One Capital Management, LLC | 2.64% | Add +11.4% | 2,610,139 | $96.2M |
| Assetmark, Inc. | 0.18% | Add +0.9% | 2,384,873 | $87.9M |
| Ninety One UK Ltd | 0.20% | Add +165.4% | 2,294,198 | $84.5M |
| Kensington Asset Management, LLC | 4.45% | Reduce -42.0% | 2,218,483 | $81.7M |
| 1832 Asset Management L.P. | 0.10% | Reduce -26.8% | 2,145,287 | $79.0M |
| Cwm, LLC | 0.20% | Add +22.9% | 2,019,143 | $74.4M |
| South Dakota Investment Council | 1.38% | Add +1.9% | 1,963,000 | $72.3M |
| Cerity Partners LLC | 0.10% | Add +9.7% | 1,962,075 | $72.3M |
| Betterment LLC | 0.13% | Add +6.2% | 1,906,112 | $70.2M |
| Natixis Advisors, LLC | 0.10% | Add +18.9% | 1,883,482 | $69.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -23.9% | 1,823,481 | $67.2M |
| American Century Companies Inc. | 0.03% | Reduce -9.9% | 1,796,164 | $66.2M |
| Shenkman Capital Management Inc. | 40.18% | Add +33.3% | 1,706,723 | $64.2M |
| Rebalance, LLC | 3.72% | Add +3.4% | 1,738,234 | $64.0M |
| Bricktown Capital, LLC | 11.25% | Reduce -4.0% | 1,550,648 | $57.1M |
| Liberty Mutual Group Asset Management Inc. | 4.38% | Add +121.3% | 1,485,000 | $54.7M |
| 1607 Capital Partners, LLC | 3.79% | Reduce -7.0% | 1,428,025 | $52.6M |
| Mercer Global Advisors Inc. | 0.08% | Add +2.2% | 1,401,275 | $51.6M |
| Factory Mutual Insurance Co. | 0.56% | No change | 1,355,000 | $49.9M |
| Venturi Wealth Management, LLC | 2.18% | Add +5219.9% | 1,316,148 | $48.5M |
| Koss-Olinger Consulting, LLC | 3.88% | Reduce -15.0% | 1,256,588 | $46.3M |
| Baird Financial Group, Inc. | 0.07% | Add +17.1% | 1,253,028 | $46.2M |
| Barings LLC | 0.76% | Add +3.9% | 1,236,891 | $45.6M |
| Wealthfront Advisers LLC | 0.10% | Reduce -15.5% | 1,186,924 | $43.7M |
| Allstate Corp. | 0.46% | Reduce -0.3% | 1,169,660 | $43.1M |
| Gerber Kawasaki Wealth & Investment Management | 1.37% | Add +481.9% | 1,167,140 | $43.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +6.5% | 1,122,151 | $41.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -3.3% | 1,107,412 | $40.8M |
| DSC Meridian Capital LP | 21.16% | Add +27.4% | 1,084,952 | $40.0M |
| Prime Capital Investment Advisors, LLC | 0.46% | Add +5.3% | 1,082,373 | $39.9M |
| Cetera Investment Advisers | 0.04% | Reduce -9.3% | 1,069,482 | $39.4M |
| Massachusetts Financial Services Co. | 0.01% | Add +27.3% | 1,030,800 | $38.3M |
| Capital Asset Advisory Services LLC | 1.47% | Add +0.6% | 1,024,609 | $38.2M |
| US Bancorp \de | 0.05% | Reduce -5.6% | 1,015,935 | $37.4M |
| Mackenzie Financial Corp. | 0.04% | Reduce -18.3% | 1,007,587 | $37.1M |
| Stifel Financial Corp. | 0.03% | Add +4.8% | 1,004,215 | $37.0M |
| Equitable Holdings, Inc. | 0.24% | Reduce -5.4% | 533,875 | $36.7M |
| Roberts Financial Services LLC | 11.43% | Reduce -15.6% | 975,269 | $35.9M |
| New York Life Investment Management LLC | 0.30% | Add +14.3% | 952,495 | $35.1M |
| First Command Advisory Services, Inc. | 0.20% | Add +15.1% | 817,088 | $30.1M |
| State of New Jersey Common Pension Fund D | 0.11% | Reduce -57.9% | 800,000 | $29.5M |
| Chandler Asset Management, Inc. | 4.40% | New | 787,925 | $29.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.44% | Reduce -89.5% | 783,000 | $28.8M |
| Sei Investments Co. | 0.03% | Add +198.0% | 779,104 | $28.7M |
| Prudential Financial Inc. | 0.03% | No change | 685,069 | $25.2M |
| &partners | 0.12% | Add +4.0% | 674,540 | $24.7M |
| Santa Clara Valley Transportation Authority | 20.23% | No change | 660,479 | $24.3M |
| Stockman Wealth Management, Inc. | 2.65% | New | 650,112 | $24.0M |
| Rakuten Investment Management, Inc. | 0.05% | Add +100.0% | 632,632 | $23.9M |
| Baker Avenue Asset Management, LP | 0.53% | Add +2.6% | 629,422 | $23.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.8% | 618,250 | $22.8M |
| Sumitomo Life Insurance Co. | 0.53% | Reduce -19.0% | 610,700 | $22.5M |
| Keeler Thomas Management LLC | 9.30% | Add +202.3% | 596,575 | $22.0M |
| Alaska Permanent Fund Corp | 1.37% | New | 576,619 | $21.5M |
| BNP Paribas Financial Markets | 0.01% | Add +0.1% | 554,761 | $20.4M |
| Counterpoint Mutual Funds LLC | 3.07% | Reduce -96.3% | 554,241 | $20.4M |
| Allegiance Financial Group Advisory Services LLC | 3.75% | Add +8.6% | 512,430 | $18.9M |
| Phillips Financial Management, LLC | 1.32% | Reduce -14.0% | 494,734 | $18.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.0% | 493,792 | $18.2M |
| Alliancebernstein L.P. | 0.01% | Add +3.0% | 482,761 | $18.1M |
| Wedmont Private Capital | 0.58% | Add +9.2% | 482,749 | $17.9M |
| Manning & Napier Advisors LLC | 0.25% | Add +32.2% | 481,267 | $17.7M |
| Truist Financial Corp. | 0.02% | Reduce -15.7% | 475,071 | $17.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +187.9% | 466,268 | $17.2M |
| HRT Financial LP | 0.04% | New | 438,976 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -35.0% | 424,907 | $15.7M |
| Nuveen, LLC | 0.00% | Reduce -12.4% | 409,081 | $15.4M |
| Trajan Wealth LLC | 0.62% | Add +9.3% | 417,736 | $15.4M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -22.9% | 412,241 | $15.2M |
| Deutsche Bank AG | 0.01% | Add +76.6% | 409,957 | $15.1M |
| Horizon Investments, LLC | 0.17% | Add +224.0% | 409,410 | $14.9M |
| Summit Wealth Group, LLC | 3.35% | Add +7.0% | 396,549 | $14.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +35.1% | 390,748 | $14.4M |
| Choreo, LLC | 0.17% | New | 375,564 | $13.8M |
| Northeast Financial Group, Inc. | 3.66% | Reduce -13.1% | 373,064 | $13.7M |
| Loomis Sayles & Co. L P | 0.02% | Add +4.0% | 359,171 | $13.2M |
| Fifth Third Securities, Inc. | 0.83% | Add +16.4% | 348,281 | $12.8M |
| CVS HEALTH Corp | 6.04% | Add +29.8% | 348,100 | $12.8M |
| Destiny Wealth Partners, LLC | 1.40% | Add +11.9% | 346,410 | $12.8M |
| Fort Washington Investment Advisors Inc. | 0.07% | Add +16.5% | 333,242 | $12.3M |
| Grove Bank & Trust | 1.38% | Add +5.7% | 331,294 | $12.2M |
| CNO Financial Group, Inc. | 6.76% | No change | 320,000 | $11.8M |
| CoreCap Advisors, LLC | 0.40% | Add +6.4% | 315,939 | $11.6M |
| JTC Employer Solutions Trustee Ltd | 0.96% | No change | 310,219 | $11.4M |
| FC Advisory LLC | 3.18% | Add +3.3% | 295,374 | $10.9M |
| Citigroup Inc. | 0.01% | Reduce -2.3% | 279,282 | $10.3M |
| Trek Financial, LLC | 0.53% | Add +152.7% | 271,908 | $10.0M |
| Octavia Wealth Advisors, LLC | 0.93% | Add +163.8% | 262,764 | $9.7M |
| Grey Fox Wealth Advisors, LLC | 1.86% | Add +38.0% | 262,025 | $9.7M |
| Howe & Rusling Inc. | 0.63% | Add +7.3% | 260,418 | $9.6M |
| Amicus Financial Advisors, LLC | 2.42% | Add +2.8% | 238,825 | $8.8M |
| FORM Wealth Advisors, LLC | 1.02% | Reduce -8.4% | 235,560 | $8.7M |
| Viewpoint Investment Partners Corp. | 4.01% | New | 262,800 | $8.7M |
| Neuberger Berman Group LLC | 0.01% | Add +4.7% | 232,203 | $8.6M |
| Tiaa Trust, National Association | 0.52% | Reduce -97.6% | 231,443 | $8.5M |
| UMB Bank, n.a. | 0.11% | Add +4.0% | 220,196 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -3.2% | 210,090 | $7.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +11.3% | 206,293 | $7.6M |
| Pathstone Holdings, LLC | 0.03% | Reduce -44.9% | 203,491 | $7.5M |
| Partners Capital Investment Group, LLP | 0.28% | Reduce -22.2% | 201,447 | $7.4M |
| Payden & Rygel | 0.57% | New | 199,187 | $7.3M |
| Sigma Planning Corp | 0.20% | Add +1.8% | 195,873 | $7.2M |
| Modern Wealth Management, LLC | 0.12% | Add +0.6% | 192,332 | $7.1M |
| Vise Technologies, Inc. | 0.14% | No change | 184,474 | $6.9M |
| Single Point Partners, LLC | 1.36% | Add +2.8% | 185,317 | $6.8M |
| World Investment Advisors | 0.11% | Reduce -2.4% | 183,722 | $6.8M |
| Integrated Advisors Network LLC | 0.35% | Add +24.1% | 179,847 | $6.6M |
| Cornerstone Management, Inc. | 1.04% | Add +8.9% | 176,375 | $6.5M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -26.5% | 176,662 | $6.5M |
| PPM America Inc. | 39.01% | New | 175,800 | $6.5M |
| Fifth Third Bancorp | 0.01% | Add +60974.1% | 174,672 | $6.4M |
| CreativeOne Wealth, LLC | 0.15% | Add +6.2% | 173,868 | $6.4M |
| National Bank of Canada | 0.01% | Add +4.3% | 173,293 | $6.4M |
| Ascent Group, LLC | 0.22% | Add +2.0% | 171,834 | $6.3M |
| Hohimer Wealth Management, LLC | 0.78% | Add +1.2% | 171,322 | $6.3M |
| Heritage Family Offices, LLP | 2.74% | Reduce -29.5% | 167,572 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -32.4% | 162,061 | $6.0M |
| Creative Planning | 0.00% | Reduce -2.7% | 159,957 | $5.9M |
| Fisher Asset Management | 0.00% | Reduce -6.9% | 159,691 | $5.9M |
| Old Mission Capital LLC | 0.14% | New | 159,641 | $5.9M |
| Angel Oak Capital Advisors, LLC | 6.51% | Reduce -56.1% | 158,936 | $5.9M |
| Nissay Asset Management Corp. /Japan | 0.03% | New | 157,862 | $5.8M |
| HSBC Holdings PLC | 0.00% | Add +13.5% | 157,468 | $5.8M |
| Tolleson Wealth Management, Inc. | 0.83% | Add +0.2% | 153,862 | $5.7M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -13.6% | 153,357 | $5.6M |
| Aberdeen Group plc | 0.01% | Reduce -66.1% | 149,055 | $5.5M |
| Sage Advisory Services, Ltd.Co. | 2.97% | Reduce -35.8% | 147,190 | $5.4M |
| Founders Financial Securities LLC | 0.30% | Add +10.8% | 145,337 | $5.4M |
| Chesapeake Wealth Management | 1.64% | Add +2.7% | 144,568 | $5.3M |
| Merit Financial Group, LLC | 0.04% | Add +117.2% | 143,611 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +15.5% | 140,327 | $5.2M |
| Kintra Wealth, LLC | 0.35% | New | 135,740 | $5.0M |
| Twele Capital Management, Inc. | 0.89% | Add +27.1% | 135,532 | $5.0M |
| Forte Asset Management LLC | 2.18% | Reduce -19.6% | 135,112 | $5.0M |
| Ellevest, Inc. | 0.69% | Add +3.0% | 134,202 | $4.9M |
| MML Investors Services, LLC | 0.01% | Reduce -24.0% | 133,162 | $4.9M |
| Topel & Distasi Wealth Management, LLC | 2.50% | Add +3.7% | 131,199 | $4.8M |
| Alps Advisors Inc. | 0.02% | Reduce -66.3% | 130,733 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.4% | 128,576 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -62.0% | 127,142 | $4.7M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +90.0% | 125,049 | $4.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.27% | Reduce -26.7% | 123,500 | $4.5M |
| Securian Asset Management, Inc. | 0.18% | Reduce -3.8% | 122,086 | $4.5M |
| Independent Advisor Alliance | 0.05% | Add +249.9% | 121,281 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -4.4% | 121,182 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -46.4% | 117,178 | $4.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -7.2% | 115,235 | $4.2M |
| Counterweight Ventures, LLC | 2.35% | Add +20.1% | 113,590 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -16.2% | 112,905 | $4.2M |
| Gibbs Wealth Management | 0.55% | Add +53.7% | 112,738 | $4.2M |
| BTG Pactual Asset Management US LLC | 0.38% | Add +72.3% | 104,657 | $3.9M |
| Financial & Tax Architects, LLC | 0.85% | Add +8.9% | 103,890 | $3.8M |
| Paragon Advisors, LLC | 1.02% | Reduce -7.5% | 102,375 | $3.8M |
| American Trust | 0.33% | Reduce -1.7% | 101,805 | $3.8M |
| Parr McKnight Wealth Management Group, LLC | 0.49% | Reduce -7.5% | 101,369 | $3.7M |
| Ieq Capital, LLC | 0.02% | Add +2.2% | 100,390 | $3.7M |
| Marble Wealth, LLC | 0.63% | Add +7.8% | 97,772 | $3.6M |
| Tucker Asset Management LLC | 1.07% | Add +0.1% | 97,082 | $3.6M |
| SWS Partners | 0.88% | Reduce -0.8% | 97,011 | $3.6M |
| Drucker Wealth 3.0, LLC | 0.62% | Add +4.4% | 95,986 | $3.5M |
| Ethos Financial Group, LLC | 0.26% | Add +1.0% | 95,196 | $3.5M |
| Nisa Investment Advisors, LLC | 0.01% | New | 93,740 | $3.5M |
| Thryve Wealth Management LLC | 2.28% | Reduce -9.7% | 92,751 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.09% | New | 92,747 | $3.4M |
| Ascentis Independent Advisors | 0.25% | Add +106.1% | 91,164 | $3.4M |
| DeLarme Wealth Management, Inc. | 2.16% | Reduce -1.5% | 91,150 | $3.4M |
| Charles Schwab Trust Co | 0.22% | Reduce -6.0% | 91,036 | $3.4M |
| Sagespring Wealth Partners, LLC | 0.06% | Reduce -5.9% | 88,754 | $3.3M |
| Goldstone Financial Group, LLC | 0.33% | Reduce -3.0% | 82,826 | $3.1M |
| LeConte Wealth Management, LLC | 1.94% | Add +6.3% | 81,270 | $3.0M |
| Lockheed Martin Investment Management Co. | 0.11% | New | 81,000 | $3.0M |
| Peak Planning Group, LLC | 0.79% | Add +40.5% | 77,248 | $2.8M |
| WealthCare Investment Partners, LLC | 0.78% | Add +4.0% | 76,069 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.9% | 75,040 | $2.8M |
| Arax Advisory Partners | 0.08% | Add +329.1% | 74,724 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.7% | 73,633 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -42.0% | 73,060 | $2.7M |
| Principal Securities, Inc. | 0.04% | Reduce -79.1% | 72,431 | $2.7M |
| Maseco LLP | 0.08% | Reduce -18.6% | 71,666 | $2.6M |
| Level Four Advisory Services, LLC | 0.09% | Add +0.6% | 71,641 | $2.6M |
| Kathmere Capital Management, LLC | 0.16% | Add +13.8% | 71,094 | $2.6M |
| Mutual Advisors, LLC | 0.06% | Add +30.3% | 70,961 | $2.6M |
| New Wave Wealth Advisors LLC | 0.91% | Reduce -8.4% | 70,841 | $2.6M |
| Exchange Traded Concepts, LLC | 0.02% | Add +18.4% | 69,408 | $2.6M |
| Wellington Management Group LLP | 0.00% | New | 68,750 | $2.5M |
| Leeward Financial Partners, LLC | 0.75% | Add +0.1% | 68,224 | $2.5M |
| Clear Creek Financial Management, LLC | 0.19% | New | 66,660 | $2.5M |
| Mechanics Bank Trust Department | 0.34% | Reduce -1.4% | 66,403 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +4.5% | 65,250 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -3.5% | 64,331 | $2.4M |
| Mgo One Seven LLC | 0.05% | Reduce -19.0% | 63,732 | $2.3M |
| Q3 Asset Management | 0.56% | New | 63,081 | $2.3M |
| Proficio Capital Partners LLC | 0.12% | New | 63,041 | $2.3M |
| Titleist Asset Management, LLC | 0.17% | Add +7.3% | 62,562 | $2.3M |
| Unison Advisors LLC | 0.17% | Add +2.7% | 62,098 | $2.3M |
| Capital Analysts, LLC | 0.06% | Reduce -17.9% | 61,826 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +31.9% | 61,682 | $2.3M |
| Procyon Advisors, LLC | 0.11% | Add +35.5% | 60,187 | $2.2M |
| HM Payson & Co. | 0.03% | New | 58,711 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -21.9% | 58,147 | $2.1M |
| Joel Adams & Associates, Inc. | 1.59% | Add +5.6% | 58,072 | $2.1M |
| Choate Investment Advisors | 0.04% | Add +20.2% | 56,926 | $2.1M |
| Genesis Private Wealth, LLC | 0.65% | Add +10.8% | 56,099 | $2.1M |
| New England Asset Management Inc. | 0.27% | Add +3.8% | 55,145 | $2.0M |
| Bragg Financial Advisors, Inc | 0.06% | Add +6.6% | 54,730 | $2.0M |
| Innovative Wealth Building LLC | 1.41% | Add +6.3% | 54,559 | $2.0M |
| Guggenheim Capital LLC | 0.02% | Reduce -15.6% | 54,262 | $2.0M |
| Windsor Capital Management, LLC | 0.58% | Add +23.9% | 52,577 | $1.9M |
| Atlas Legacy Advisors, LLC | 0.35% | Add +11.0% | 52,118 | $1.9M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -2.0% | 52,005 | $1.9M |
| Simon Quick Advisors, LLC | 0.09% | Add +2.5% | 51,584 | $1.9M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -6.4% | 50,554 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -13.0% | 50,328 | $1.9M |
| Sovran Advisors, LLC | 0.14% | Add +11.5% | 48,821 | $1.8M |
| Riversedge Advisors, LLC | 0.29% | Reduce -33.6% | 49,178 | $1.8M |
| State of Wisconsin - Board of Commissioners of Public Lands | 1.18% | No change | 48,550 | $1.8M |
| High Net Worth Advisory Group LLC | 0.41% | Add +1.3% | 47,530 | $1.8M |
| Cordgrass Capital Advisors, LLC | 0.40% | Add +5.4% | 46,878 | $1.7M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 47,000 | $1.7M |
| Sowell Financial Services LLC | 0.06% | Add +27.3% | 46,506 | $1.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.28% | Add +367.3% | 45,369 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -62.1% | 44,112 | $1.7M |
| Y.D. More Investments Ltd | 0.06% | Reduce -22.7% | 44,927 | $1.7M |
| Gotham Asset Management | 0.01% | Add +4.2% | 44,927 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Reduce -9.0% | 44,909 | $1.7M |
| Vertex Investment Solutions Co., Ltd. | 1.90% | New | 45,000 | $1.6M |
| Neumann Capital Management, LLC | 0.48% | Add +32.5% | 44,077 | $1.6M |
| AQR Capital Management | 0.00% | Add +21.8% | 43,979 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +2.4% | 43,801 | $1.6M |
| Agf Management Ltd. | 0.01% | New | 43,500 | $1.6M |
| CGN Advisors LLC | 0.13% | Add +6.6% | 43,480 | $1.6M |
| Beese Fulmer Investment Management, Inc. | 0.10% | New | 42,957 | $1.6M |
| Collaborative Fund Advisors, LLC | 0.97% | — | 42,783 | $1.6M |
| Guidance Capital, Inc. | 0.35% | Add +336.3% | 42,612 | $1.6M |
| Encompass More Asset Management | 0.26% | New | 42,434 | $1.6M |
| Bison Wealth, LLC | 0.15% | Reduce -23.3% | 42,176 | $1.6M |
| Tide Cove Capital Partners LLC | 1.05% | Add +2.6% | 41,539 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Add +7.4% | 41,441 | $1.5M |
| Vicus Capital | 0.11% | Add +9.4% | 41,083 | $1.5M |
| M Holdings Securities, Inc. | 0.10% | Add +34.7% | 40,896 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -4.5% | 40,440 | $1.5M |
| Two Sigma Securities, LLC | 0.17% | Reduce -64.7% | 39,403 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +1.1% | 38,013 | $1.4M |
| Kestra Investment Management, LLC | 0.02% | Add +4.9% | 37,751 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +1.6% | 37,407 | $1.4M |
| Braun-Bostich & Associates Inc. | 0.86% | Reduce -0.7% | 37,069 | $1.4M |
| PFG Advisors | 0.07% | Add +28.1% | 36,934 | $1.4M |
| Florida Trust Wealth Management Co | 0.04% | Add +31.7% | 36,805 | $1.4M |
| Primoris Wealth Advisors, LLC | 0.95% | Reduce -8.7% | 36,700 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +2.3% | 36,239 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.6% | 36,602 | $1.3M |
| AMG National Trust Bank | 0.03% | Add +13.7% | 35,918 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.52% | Add +4.5% | 35,178 | $1.3M |
| Brighton Jones LLC | 0.03% | New | 34,857 | $1.3M |
| Hexagon Capital Partners LLC | 0.19% | Add +10.4% | 34,766 | $1.3M |
| Fiducient Advisors LLC | 0.17% | Reduce -67.2% | 34,676 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +40.8% | 34,490 | $1.3M |
| Bank of Montreal | 0.00% | Add +97.1% | 34,481 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 33,925 | $1.2M |
| Consolidated Capital Management, LLC | 0.40% | Reduce -90.0% | 33,348 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -62.8% | 33,099 | $1.2M |
| XY Planning Network, Inc. | 0.19% | Add +2.5% | 33,183 | $1.2M |
| Cambient Family Office, LLC | 0.17% | Add +222.6% | 32,728 | $1.2M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +38.9% | 32,240 | $1.2M |
| Silver Grove Financial Group, Inc. | 0.95% | Reduce -9.1% | 32,020 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.7% | 31,863 | $1.2M |
| Defined Wealth Management, LLC | 0.68% | Add +2.0% | 31,578 | $1.2M |
| Condor Capital Management | 0.10% | Add +29.3% | 30,875 | $1.1M |
| Decker Retirement Planning Inc. | 0.51% | Add +5.3% | 30,465 | $1.1M |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -87.3% | 29,918 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.33% | Add +12.7% | 29,614 | $1.1M |
| Frontier Asset Management, LLC | 0.23% | New | 29,310 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.12% | Add +0.9% | 28,588 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.30% | Add +0.4% | 28,523 | $1.1M |
| Ninety One North America, Inc. | 0.05% | Add +29.0% | 28,468 | $1.0M |
| Moors & Cabot, Inc. | 0.04% | Reduce -9.5% | 28,404 | $1.0M |
| Stillwater Private Wealth, LLC | 0.88% | — | 28,293 | $1.0M |
| Forum Finance Group S.A. | 0.56% | — | 35,295 | $1.0M |
| Allstreet Capital Advisors LLC | 0.76% | Add +0.1% | 28,036 | $1.0M |
| Barnes Wealth Management Group, Inc | 0.52% | Add +20.4% | 27,834 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.07% | Add +17.2% | 27,333 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.03% | Add +2.9% | 27,179 | $1.0M |
| Edgestream Partners, L.P. | 0.03% | Add +9.5% | 26,784 | $987K |
| Winch Advisory Services, LLC | 0.22% | Add +3.7% | 25,829 | $952K |
| CAP Partners, LLC | 0.53% | Add +3.3% | 25,689 | $946K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.2% | 25,511 | $940K |
| Cynosure Group, LLC | 0.12% | Add +40.1% | 25,478 | $939K |
| M&T Bank Corp | 0.00% | Reduce -9.9% | 25,116 | $926K |
| Prospera Financial Services Inc | 0.01% | Add +16.3% | 24,958 | $920K |
| Portfolio Strategies, Inc. | 0.11% | Add +0.0% | 24,539 | $904K |
| Arrowroot Family Office, LLC | 0.29% | Add +6.9% | 23,969 | $883K |
| Westwood Holdings Group Inc. | 0.01% | Add +128.6% | 23,936 | $882K |
| Farther Finance Advisors, LLC | 0.01% | Add +37.4% | 23,371 | $858K |
| Commerce Bank | 0.00% | Add +130.4% | 23,294 | $858K |
| Argent Trust Co | 0.03% | Add +16.7% | 23,194 | $854K |
| Naples Global Advisors, LLC | 0.06% | Reduce -3.1% | 23,137 | $852K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -7.9% | 23,075 | $850K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -0.6% | 22,994 | $847K |
| Summit Financial, LLC | 0.01% | Add +21.5% | 22,701 | $836K |
| Advisory Alpha, LLC | 0.02% | Reduce -5.6% | 22,242 | $819K |
| Apollon Wealth Management, LLC | 0.01% | Add +18.3% | 22,000 | $810K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -30.7% | 21,893 | $807K |
| Mullooly Asset Management, Inc. | 0.29% | Reduce -6.1% | 21,451 | $790K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.0% | 21,405 | $789K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -99.5% | 20,963 | $772K |
| Avior Wealth Management, LLC | 0.02% | Add +4.9% | 20,692 | $762K |
| IHT Wealth Management, LLC | 0.02% | Reduce -8.8% | 20,457 | $754K |
| Israel Discount Bank of New York | 1.60% | Reduce -3.4% | 19,747 | $727K |
| SageView Advisory Group, LLC | 0.03% | Reduce -6.9% | 19,735 | $727K |
| Compound Planning, Inc. | 0.02% | Add +5.2% | 19,627 | $723K |
| Savvy Advisors, Inc. | 0.02% | Add +164.2% | 19,448 | $716K |
| Independent Financial Group, LLC | 0.02% | Add +32.9% | 19,278 | $710K |
| Independent Wealth Network Inc. | 0.21% | Reduce -3.3% | 19,253 | $709K |
| RVW Wealth, LLC | 0.05% | Reduce -3.6% | 18,951 | $698K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +139.8% | 18,814 | $693K |
| Harbour Investments, Inc. | 0.01% | Add +101.5% | 18,374 | $677K |
| Portside Wealth Group, LLC | 0.09% | Add +13.3% | 18,284 | $674K |
| Laffer Tengler Investments, Inc. | 0.12% | Add +8.4% | 18,233 | $672K |
| Endeavor Private Wealth, Inc. | 0.19% | Reduce -28.8% | 18,215 | $671K |
| Wick Capital Partners, LLC | 0.12% | New | 12,855 | $668K |
| TRB Wealth Management, LLC | 0.09% | — | 17,969 | $662K |
| David Kennon Inc | 0.23% | Reduce -83.5% | 17,748 | $654K |
| Wakefield Asset Management LLLP | 0.17% | Add +8.5% | 17,694 | $652K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.1% | 17,471 | $644K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -3.0% | 17,405 | $641K |
| Wellington-Altus USA Inc. | 0.38% | Add +86.7% | 17,228 | $638K |
| First PREMIER Bank | 0.14% | Add +19.7% | 17,002 | $626K |
| Clearwater Capital Advisors, LLC | 0.05% | No change | 16,819 | $620K |
| Integrated Wealth Concepts LLC | 0.00% | Add +23.9% | 16,615 | $612K |
| Euro Pacific Asset Management, LLC | 0.06% | No change | 16,210 | $608K |
| IFP Advisors, Inc | 0.01% | Reduce -25.9% | 16,378 | $603K |
| Verus Capital Partners, LLC | 0.04% | Reduce -6.0% | 16,347 | $602K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 16,000 | $589K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +23.3% | 15,997 | $589K |
| Belpointe Asset Management LLC | 0.02% | Reduce -58.4% | 15,374 | $566K |
| Eagle Global Advisors LLC | 0.02% | Add +1.8% | 15,305 | $564K |
| Symmetry Partners, LLC | 0.03% | Add +5.7% | 15,177 | $559K |
| Apella Capital, LLC | 0.01% | Reduce -15.1% | 14,984 | $559K |
| St. Clair Advisors, LLC | 0.15% | New | 15,031 | $554K |
| Cardiff Park Advisors, LLC | 0.04% | Add +85.3% | 14,785 | $545K |
| Advisors Asset Management, Inc. | 0.01% | Add +70.5% | 14,574 | $537K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 14,570 | $537K |
| SHP Wealth Management | 0.04% | Reduce -9.2% | 14,447 | $532K |
| MMBG Investment Advisors Co. | 0.05% | No change | 14,440 | $532K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -9.0% | 14,313 | $527K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +144.8% | 14,266 | $526K |
| Pines Wealth Management, LLC | 0.17% | Add +0.3% | 14,167 | $522K |
| WCG Wealth Advisors LLC | 0.01% | New | 14,153 | $521K |
| Occidental Asset Management, LLC | 0.06% | Reduce -3.2% | 14,096 | $519K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -1.4% | 14,086 | $519K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +130.7% | 13,894 | $512K |
| Provident Wealth Management, LLC | 0.15% | Reduce -2.8% | 13,605 | $501K |
| Captrust Financial Advisors | 0.00% | Reduce -2.9% | 13,566 | $500K |
| Covestor Ltd | 0.34% | Add +6.8% | 13,478 | $497K |
| Diversify Wealth Management, LLC | 0.01% | Add +128.2% | 13,079 | $485K |
| Beacon Financial Group | 0.05% | Reduce -19.8% | 13,135 | $484K |
| AE Wealth Management LLC | 0.00% | Add +27.0% | 12,871 | $474K |
| Range Advisory, LLC | 0.09% | Add +14.7% | 12,735 | $469K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -7.3% | 12,650 | $466K |
| Invested Advisors | 0.47% | Add +2.8% | 12,577 | $463K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -24.5% | 12,565 | $463K |
| Absolute Capital Management, LLC | 0.15% | Reduce -14.2% | 12,556 | $463K |
| Security Financial Services, INC. | 0.07% | Reduce -59.3% | 12,347 | $455K |
| Sound Income Strategies, LLC | 0.02% | Add +72.1% | 12,377 | $455K |
| GWN Securities Inc. | 0.09% | Add +4.5% | 12,127 | $447K |
| Adams Wealth Management | 0.10% | Add +39.7% | 12,046 | $444K |
| CacheTech Inc. | 0.09% | Add +39.7% | 12,046 | $444K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | Add +8.9% | 12,010 | $442K |
| Brooklyn FI, LLC | 0.09% | Add +6.5% | 11,837 | $436K |
| Prestige Wealth Management Group LLC | 0.09% | Reduce -98.5% | 11,827 | $436K |
| MAI Capital Management | 0.00% | Reduce -1.7% | 11,688 | $431K |
| Boyd Watterson Asset Management LLC | 0.13% | Add +3.5% | 11,627 | $428K |
| PFG Investments, LLC | 0.02% | Reduce -0.3% | 11,597 | $427K |
| Private Wealth Asset Management, LLC | 0.05% | Add +46.2% | 11,557 | $426K |
| Hancock Whitney Corp. | 0.01% | No change | 11,300 | $421K |
| Narus Financial Partners, LLC | 0.11% | Add +0.6% | 11,402 | $420K |
| Tower Bridge Advisors | 0.04% | New | 11,360 | $419K |
| RFG Advisory, LLC | 0.01% | Reduce -40.5% | 11,042 | $407K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -1.6% | 11,015 | $406K |
| Lido Advisors, LLC | 0.00% | Add +66.3% | 11,013 | $406K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +62.6% | 10,861 | $400K |
| Grantvest Financial Group LLC | 0.26% | New | 10,702 | $394K |
| Triad Wealth Partners, LLC | 0.03% | New | 10,519 | $388K |
| GW&K Investment Management, LLC | 0.00% | Add +0.0% | 10,512 | $387K |
| PUREfi Wealth, LLC | 0.25% | New | 10,460 | $385K |
| Arkadios Wealth Advisors | 0.01% | Reduce -56.9% | 10,422 | $384K |
| Venture Visionary Partners LLC | 0.01% | Reduce -1.4% | 10,421 | $384K |
| EP Wealth Advisors, LLC | 0.00% | Add +15.3% | 10,209 | $376K |
| Gateway Wealth Partners, LLC | 0.01% | New | 10,195 | $376K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.3% | 10,159 | $374K |
| Petix & Botte Co | 0.17% | Reduce -50.0% | 10,087 | $372K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -28.8% | 10,086 | $372K |
| Wedbush Securities Inc. | 0.01% | New | 10,010 | $369K |
| Norden Group LLC | 0.03% | Add +1.3% | 9,806 | $361K |
| HighPoint Advisor Group LLC | 0.02% | Add +25.5% | 9,785 | $360K |
| Pursuit Wealth Strategies, LLC | 0.50% | Add +15.0% | 9,726 | $358K |
| TFR Capital, LLC. | 0.11% | No change | 9,704 | $357K |
| Western Wealth Management, LLC | 0.01% | Reduce -50.3% | 9,624 | $355K |
| USAdvisors Wealth Management, LLC | 0.12% | No change | 9,706 | $354K |
| Geometric Wealth Advisors | 0.04% | Add +1.1% | 9,584 | $353K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -1.9% | 9,562 | $352K |
| Arwa LLC | 0.17% | Add +33.4% | 9,348 | $347K |
| Carter Financial Group, INC. | 0.21% | Reduce -3.9% | 9,373 | $345K |
| CPA Asset Management Group, LLC | 0.12% | Reduce -0.3% | 9,358 | $345K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.1% | 9,320 | $343K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -1.9% | 9,294 | $342K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +21.2% | 9,263 | $341K |
| Mattern Wealth Management LLC | 0.07% | No change | 9,141 | $337K |
| Richardson Financial Services Inc. | 0.21% | Reduce -4.8% | 9,128 | $336K |
| Quantinno Capital Management LP | 0.00% | Add +25.5% | 8,972 | $331K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.4% | 8,963 | $330K |
| D.A. Davidson & Co. | 0.00% | New | 8,742 | $322K |
| OneAscent Financial Services LLC | 0.02% | New | 8,311 | $306K |
| Anchyra Partners LLC | 0.09% | Add +16.2% | 8,159 | $301K |
| Genesee Capital Advisors, LLC | 0.12% | Reduce -1.4% | 8,091 | $298K |
| Emerald Investment Advisers, LLC | 0.03% | — | 8,078 | $298K |
| FRG Family Wealth Advisors LLC | 0.05% | Add +32.2% | 8,065 | $297K |
| Pinion Investment Advisors, LLC | 0.07% | Add +14.0% | 8,041 | $296K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -22.2% | 7,937 | $292K |
| Diversified Portfolios, Inc. | 0.02% | Add +0.1% | 7,763 | $286K |
| Garde Capital, Inc. | 0.02% | No change | 7,607 | $280K |
| TAGStone Capital, Inc. | 0.10% | Add +1.1% | 7,605 | $280K |
| Curi Capital, LLC | 0.01% | Add +4.8% | 7,598 | $280K |
| IRON Financial LLC | 0.12% | No change | 7,453 | $275K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -43.3% | 7,405 | $273K |
| Quartz Partners, LLC | 0.10% | Add +0.1% | 7,377 | $272K |
| Trust Point Inc. | 0.02% | New | 7,359 | $271K |
| Kovack Advisors, Inc. | 0.01% | Reduce -0.1% | 7,301 | $268K |
| Wilson & Boucher Capital Management, LLC | 0.17% | No change | 7,100 | $262K |
| First Bank & Trust | 0.04% | New | 7,062 | $260K |
| Two West Capital Advisors LLC | 0.14% | Reduce -11.6% | 6,950 | $258K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -17.5% | 6,938 | $256K |
| Private Trust Co. NA | 0.02% | Add +11.1% | 6,923 | $255K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -5.9% | 6,858 | $253K |
| Scotia Capital Inc. | 0.00% | Add +8.1% | 6,851 | $252K |
| HBW Advisory Services LLC | 0.03% | New | 6,796 | $250K |
| International Assets Investment Management, LLC | 0.02% | Reduce -8.3% | 6,806 | $250K |
| Petros Family Wealth, LLC | 0.18% | Reduce -7.0% | 6,728 | $248K |
| ASL Financial, LLC | 0.20% | No change | 6,710 | $247K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 6,595 | $246K |
| Clearstead Advisors, LLC | 0.00% | Reduce -98.9% | 6,662 | $245K |
| Patten Group, Inc. | 0.04% | Add +4.2% | 6,619 | $244K |
| Davidson Trust Co. | 0.10% | Reduce -9.4% | 6,590 | $243K |
| TCI Wealth Advisors, Inc. | 0.01% | No change | 6,511 | $240K |
| Perigon Wealth Management, LLC | 0.00% | Add +9.6% | 6,241 | $230K |
| MRP Capital Investments, LLC | 0.20% | Reduce -1.1% | 6,206 | $229K |
| Acorn Wealth Advisors, LLC | 0.07% | Add +0.2% | 6,184 | $228K |
| G&S Capital LLC | 0.08% | Add +1.1% | 6,170 | $227K |
| KLCM Advisors, Inc. | 0.02% | Reduce -7.7% | 6,125 | $226K |
| IVC Wealth Advisors LLC | 0.10% | Reduce -1.0% | 6,118 | $225K |
| Boyd Wealth Management, LLC | 0.10% | Add +2.2% | 6,103 | $225K |
| Strategic Financial Concepts, LLC | 0.06% | New | 6,086 | $224K |
| L & S Advisors Inc | 0.03% | Add +0.3% | 6,039 | $222K |
| Integris Wealth Management, LLC | 0.05% | New | 6,018 | $222K |
| Aire Advisors, LLC | 0.04% | Add +1.1% | 6,000 | $221K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -8.1% | 5,994 | $221K |
| XTX Topco Ltd | 0.00% | New | 5,880 | $217K |
| First Horizon Corp. | 0.01% | New | 5,733 | $211K |
| FDx Advisors, Inc. | 0.07% | New | 5,735 | $211K |
| USA Financial Formulas | 0.04% | New | 5,652 | $208K |
| Rareview Capital LLC | 0.12% | New | 5,535 | $208K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -84.5% | 5,628 | $207K |
| John W. Brooker & Co., CPAs | 0.32% | New | 5,532 | $204K |
| Selective Wealth Management, Inc. | 0.06% | New | 5,451 | $202K |
| LexAurum Advisors, LLC | 0.03% | — | 5,466 | $201K |
| Clayton Financial Group LLC | 0.10% | No change | 5,450 | $201K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +45.0% | 5,390 | $199K |
| IMA Advisory Services, Inc. | 0.02% | New | 4,776 | $176K |
| TD Private Client Wealth LLC | 0.00% | Reduce -85.6% | 4,494 | $166K |
| Essential Partners LLC | 0.05% | Add +549.5% | 4,254 | $157K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -24.6% | 4,139 | $152K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 4,000 | $147K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -14.1% | 3,984 | $147K |
| Ankerstar Wealth, LLC | 0.15% | Add +10.8% | 3,840 | $141K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.4% | 3,840 | $141K |
| Westfuller Advisors, LLC | 0.06% | Add +50.2% | 3,528 | $130K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +4197.4% | 3,266 | $120K |
| Qube Research & Technologies Ltd | 0.00% | Add +6296.0% | 3,198 | $118K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -48.1% | 3,216 | $117K |
| Financial Network Wealth Advisors LLC | 0.12% | Reduce -27.7% | 3,059 | $113K |
| Clean Yield Group | 0.03% | New | 3,017 | $111K |
| Creative Financial Designs Inc. | 0.01% | Add +106.5% | 2,942 | $108K |
| Mosley Wealth Management | 0.05% | New | 2,849 | $108K |
| Key Financial Inc | 0.02% | No change | 2,669 | $98K |
| Godfrey Financial Associates, Inc. | 0.08% | Add +1.4% | 2,612 | $96K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -15.1% | 2,564 | $94K |
| Waverly Advisors, LLC | 0.00% | No change | 2,536 | $93K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.6% | 2,531 | $93K |
| Blair William & Co. | 0.00% | Add +0.8% | 2,314 | $85K |
| Olistico Wealth, LLC | 0.04% | Add +17.7% | 2,279 | $84K |
| Allworth Financial LP | 0.00% | Reduce -19.4% | 2,145 | $79K |
| NBT Bank, N.A. | 0.01% | No change | 2,115 | $78K |
| Caldwell Trust Co | 0.01% | No change | 2,070 | $76K |
| Lanark Financial, Inc. | 0.01% | Add +0.8% | 1,991 | $73K |
| Dorato Capital Management | 0.05% | No change | 1,928 | $72K |
| Investors Research Corp | 0.01% | No change | 1,925 | $71K |
| FIL Ltd | 0.00% | Reduce -57.1% | 1,800 | $66K |
| Rossby Financial, LCC | 0.01% | Add +1478.9% | 1,721 | $63K |
| Ssa Swiss Advisors AG | 0.03% | New | 1,645 | $61K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.1% | 1,606 | $59K |
| Webster Bank, N. A. | 0.01% | New | 1,569 | $58K |
| Whittier Trust Co. | 0.00% | No change | 1,560 | $58K |
| Kilter Group LLC | 0.02% | Add +635.3% | 1,522 | $56K |
| MidFirst Bank | 0.00% | New | 1,509 | $56K |
| NFSG Corp | 0.01% | No change | 1,500 | $55K |
| Highline Wealth Partners LLC | 0.01% | New | 1,489 | $55K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -36.5% | 1,480 | $55K |
| CFG Wealth Management Services, Inc. | 0.05% | No change | 1,558 | $54K |
| Evolution Wealth Management Inc. | 0.04% | Add +1797.4% | 1,442 | $53K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,422 | $52K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,242 | $46K |
| HHM Wealth Advisors, LLC | 0.01% | Add +12.0% | 1,203 | $44K |
| Blue Trust, Inc. | 0.00% | Reduce -21.4% | 1,176 | $43K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -43.1% | 1,174 | $43K |
| Signature Equity Partners, LLC | 0.02% | Reduce -4.6% | 1,160 | $43K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +5.5% | 1,104 | $41K |
| Trust Co. of Toledo NA | 0.00% | No change | 1,080 | $40K |
| Arlington Trust Co LLC | 0.00% | No change | 1,000 | $37K |
| Anchor Investment Management, LLC | 0.00% | Add +80.2% | 809 | $30K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 800 | $29K |
| Pinney & Scofield, Inc. | 0.01% | New | 723 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +24.9% | 717 | $26K |
| First Financial Corp. | 0.01% | No change | 702 | $26K |
| Fairscale Capital, LLC | 0.02% | No change | 683 | $25K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 666 | $25K |
| Front Row Advisors LLC | 0.01% | No change | 670 | $25K |
| Founders Financial Alliance, LLC | 0.00% | Add +1802.9% | 666 | $25K |
| Larson Financial Group LLC | 0.00% | Add +10.8% | 664 | $24K |
| Paladin Partners, LLC | 0.02% | No change | 658 | $24K |
| Dunhill Financial, LLC | 0.01% | New | 655 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 645 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | New | 637 | $23K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +1.3% | 555 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 543 | $20K |
| Parallel Advisors, LLC | 0.00% | Add +551.2% | 534 | $20K |
| Daiwa Securities Group Inc. | 0.00% | No change | 475 | $17K |
| Bank & Trust Co | 0.01% | No change | 464 | $17K |
| Triumph Capital Management | 0.00% | Reduce -21.7% | 459 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -50.7% | 455 | $17K |
| GAMMA Investing LLC | 0.00% | Reduce -13.9% | 404 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 375 | $14K |
| Raleigh Capital Management Inc. | 0.00% | Add +1.1% | 372 | $14K |
| Bogart Wealth, LLC | 0.00% | Reduce -14.6% | 358 | $13K |
| Thompson Investment Management, Inc. | 0.00% | New | 340 | $13K |
| Vanguard National Trust Co | 0.00% | — | 312 | $11K |
| Colonial Trust Co / SC | 0.00% | No change | 306 | $11K |
| Evermay Wealth Management LLC | 0.00% | New | 289 | $11K |
| Stance Capital LLC | 0.01% | New | 282 | $10K |
| Activest Wealth Management | 0.00% | Add +1.1% | 279 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 272 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 269 | $10K |
| Dogwood Wealth Management LLC | 0.00% | Add +350.0% | 270 | $10K |
| Burkett Financial Services, LLC | 0.00% | New | 270 | $10K |
| MCF Advisors LLC | 0.00% | No change | 266 | $10K |
| McGuire Capital Advisors Inc. | 0.01% | Reduce -53.4% | 266 | $10K |
| Gables Capital Management Inc. | 0.00% | No change | 255 | $9K |
| Nemes Rush Group LLC | 0.00% | No change | 253 | $9K |
| Tompkins Financial Corp. | 0.00% | No change | 223 | $8K |
| Tsfg, LLC | 0.00% | New | 211 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 213 | $8K |
| Reyes Financial Architecture, Inc. | 0.01% | Add +11.9% | 197 | $7K |
| Rialto Wealth Management, LLC | 0.00% | No change | 196 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -25.9% | 194 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 181 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | New | 173 | $6K |
| RHL Group, LLC | 0.01% | New | 168 | $6K |
| Piscataqua Savings Bank | 0.00% | No change | 168 | $6K |
| TD Capital Management LLC | 0.00% | No change | 164 | $6K |
| Evolution Advisers, Inc. | 0.00% | New | 186 | $6K |
| Archer Investment Corp | 0.00% | Add +13.9% | 156 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -56.1% | 151 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 144 | $5K |
| Key Capital Management, INC | 0.00% | No change | 142 | $5K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 139 | $5K |
| CENTRAL TRUST Co | 0.00% | Reduce -70.0% | 133 | $5K |
| True Link Financial Advisors, LLC | 0.00% | New | 126 | $5K |
| Towne Trust Company, N.A | 0.00% | No change | 120 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -22.1% | 116 | $4K |
| Cornerstone National Bank & Trust Co | 0.00% | New | 115 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 109 | $4K |
| Winthrop Capital Management, LLC | 0.00% | No change | 108 | $4K |
| SouthState Bank Corp | 0.00% | No change | 108 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -22.7% | 92 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 79 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 75 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 67 | $2K |
| Spire Wealth Management | 0.00% | No change | 67 | $2K |
| Team Financial Group, LLC | 0.00% | No change | 65 | $2K |
| Vision Retirement, LLC | 0.00% | No change | 64 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -70.3% | 62 | $2K |
| WealthShield Partners, LLC | 0.00% | Reduce -98.7% | 55 | $2K |
| Avion Wealth | 0.00% | No change | 65 | $2K |
| Financial Freedom, LLC | 0.00% | New | 50 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 49 | $2K |
| Coastline Trust Co | 0.00% | No change | 48 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 47 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 47 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.3% | 44 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 43 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 41 | $2K |
| LRI Investments, LLC | 0.00% | No change | 39 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 31 | $1K |
| Cheviot Value Management, LLC | 0.00% | No change | 29 | $1K |
| Mather Group, Llc. | 0.00% | New | 29 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 28 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 24 | $884 |
| CNB Bank | 0.00% | Reduce -61.7% | 23 | $847 |
| Legacy Wealth Managment, LLC | 0.00% | Add +10.0% | 22 | $811 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 22 | $811 |
| SOA Wealth Advisors, LLC. | 0.00% | New | 22 | $810 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 21 | $774 |
| Hollencrest Capital Management | 0.00% | No change | 20 | $737 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 19 | $700 |
| MBM Wealth Consultants, LLC | 0.00% | New | 16 | $589 |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 16 | $589 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 13 | $478 |
| Chapman Financial Group, LLC | 0.00% | No change | 12 | $443 |
| YANKCOM Partnership | 0.00% | Reduce -98.3% | 9 | $332 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 6 | $221 |
| Talon Private Wealth, LLC | 0.00% | — | 4 | $133 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $112 |
| Asset Dedication, LLC | 0.00% | No change | 2 | $74 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $74 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $37 |
| Kozak & Associates, Inc. | 0.00% | Reduce -98.8% | 1 | $34 |
"% 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.