iShares Broad Usd High YieldUSHYETF
13F holders, Q2 2026 (June 30)675holders +19
73new positions
54sold out
4famous investors
$37.01avg. 13F price*
At the end of Q2 2026, 675 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 19 from Q1 2026. 73 opened new positions and 54 sold out. The largest holders were Jones Financial Companies LLLP ($3.8B), Wells Fargo & Company ($2.7B) and Prudential PLC ($2.4B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Broad Usd High Yield
- CUSIP
- 46435U853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $844.7M |
| Exits | 54 | $133.1M |
All 13F filers, Q1 2026 → Q2 2026: 120,298,163 shares bought and 26,096,694 shares sold, net +94,201,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 675 holders
| Jones Financial Companies LLLP | 1.52% | Add +7.4% | 102,450,126 | $3.8B |
| Wells Fargo & Company | 0.46% | Add +55.2% | 71,640,220 | $2.7B |
| Prudential PLC | 15.91% | Add +5.5% | 64,814,347 | $2.4B |
| BlackRock, Inc. | 0.02% | Add +83.5% | 42,060,397 | $1.6B |
| Northern Trust Corp. | 0.14% | Reduce -5.7% | 31,773,821 | $1.2B |
| UBS Group AG | 0.15% | Add +3.1% | 26,025,924 | $963.5M |
| Goldman Sachs Group Inc. | 0.09% | Add +12.8% | 23,595,060 | $873.5M |
| Bank of America Corp. | 0.05% | Add +2.1% | 21,726,225 | $804.3M |
| Raymond James Financial Inc. | 0.21% | Add +5.3% | 20,479,608 | $758.2M |
| Morgan Stanley | 0.03% | Add +29.8% | 16,319,051 | $604.1M |
| Japan Science & Technology Agency | 10.03% | No change | 14,319,906 | $530.1M |
| Ilmarinen Mutual Pension Insurance Co | 3.53% | Add +0.2% | 14,110,000 | $522.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3.06% | Reduce -41.6% | 13,205,000 | $488.8M |
| TIAA Wealth Investment Management LLC | 2.81% | Add +0.7% | 11,355,800 | $420.5M |
| Caisse de depot et placement du Quebec | 0.53% | No change | 10,057,165 | $372.3M |
| FMR LLC | 0.02% | Add +20.4% | 9,683,034 | $358.5M |
| Northwestern Mutual Investment Management Company, LLC | 3.75% | Add +1004.2% | 8,646,000 | $320.1M |
| Ocean Park Asset Management, LLC | 14.79% | Add +16.8% | 8,293,739 | $307.0M |
| Royal Bank of Canada | 0.05% | Add +49.5% | 7,291,228 | $269.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +19.9% | 6,458,499 | $239.1M |
| Jane Street Group, LLC | 0.14% | New | 6,021,477 | $222.9M |
| Thrivent Financial for Lutherans | 0.38% | Reduce -4.2% | 5,954,526 | $220.4M |
| LPL Financial LLC | 0.05% | Add +19.1% | 5,521,305 | $204.4M |
| Principal Financial Group Inc. | 0.10% | Add +1.9% | 5,325,021 | $197.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.67% | Add +23.3% | 5,287,519 | $195.7M |
| Nepc LLC | 3.61% | No change | 5,230,809 | $193.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -7.8% | 5,210,289 | $192.9M |
| Toews Corp. | 27.88% | New | 5,163,600 | $191.2M |
| Polianta Ltd | 22.13% | No change | 4,835,000 | $179.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.3% | 4,718,882 | $174.7M |
| iA Global Asset Management Inc. | 2.02% | New | 4,586,295 | $169.8M |
| SigFig Wealth Management, LLC | 3.14% | Add +3.7% | 3,203,583 | $118.6M |
| Counterpoint Mutual Funds LLC | 11.11% | Add +447.5% | 3,034,468 | $112.3M |
| Allspring Global Investments Holdings, LLC | 0.17% | Reduce -1.2% | 3,018,362 | $111.4M |
| Allstate Corp. | 1.05% | Add +143.1% | 2,843,829 | $105.3M |
| Truist Financial Corp. | 0.12% | Add +474.9% | 2,731,157 | $101.1M |
| One Capital Management, LLC | 2.68% | No change | 2,610,139 | $96.2M |
| Assetmark, Inc. | 0.16% | Add +5.8% | 2,522,363 | $93.4M |
| Natixis Advisors, LLC | 0.09% | Add +18.0% | 2,222,793 | $82.3M |
| Cerity Partners LLC | 0.10% | Add +12.7% | 2,210,463 | $81.8M |
| 1832 Asset Management L.P. | 0.10% | Add +2.9% | 2,207,160 | $81.7M |
| Kensington Asset Management, LLC | 4.32% | Reduce -3.5% | 2,140,983 | $79.3M |
| Elo Mutual Pension Insurance Co | 1.00% | Reduce -44.0% | 2,096,382 | $77.6M |
| South Dakota Investment Council | 1.27% | Add +2.2% | 2,006,500 | $74.3M |
| NEOS Investment Management LLC | 0.26% | New | 1,940,278 | $71.4M |
| Betterment LLC | 0.12% | Add +0.1% | 1,909,046 | $70.7M |
| Rebalance, LLC | 3.70% | Add +9.7% | 1,907,564 | $70.6M |
| Ninety One UK Ltd | 0.15% | Reduce -18.6% | 1,867,507 | $69.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.3% | 1,635,033 | $60.5M |
| Bricktown Capital, LLC | 10.74% | Add +3.5% | 1,605,073 | $59.4M |
| Liberty Mutual Group Asset Management Inc. | 4.80% | No change | 1,485,000 | $55.0M |
| Mercer Global Advisors Inc. | 0.07% | Add +5.3% | 1,475,495 | $54.6M |
| Shenkman Capital Management Inc. | 29.74% | Reduce -20.1% | 1,363,449 | $51.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.36% | Add +18.0% | 1,377,743 | $51.0M |
| Baird Financial Group, Inc. | 0.07% | Add +9.3% | 1,369,649 | $50.7M |
| Factory Mutual Insurance Co. | 0.47% | No change | 1,355,000 | $50.2M |
| Wealthfront Advisers LLC | 0.10% | Add +14.1% | 1,354,616 | $50.1M |
| Sumitomo Life Insurance Co. | 0.79% | Add +112.9% | 1,300,000 | $48.1M |
| Osaic Holdings, Inc. | 0.06% | Add +15.8% | 1,282,817 | $47.5M |
| US Bancorp \de | 0.05% | Add +21.8% | 1,237,359 | $45.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +209.2% | 1,208,206 | $44.7M |
| Koss-Olinger Consulting, LLC | 3.38% | Reduce -5.8% | 1,183,714 | $43.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.4% | 1,183,111 | $43.8M |
| DSC Meridian Capital LP | 14.39% | Add +8.9% | 1,181,455 | $43.7M |
| American Century Companies Inc. | 0.02% | Reduce -36.5% | 1,140,833 | $42.2M |
| New York Life Investment Management LLC | 0.29% | Add +17.4% | 1,118,656 | $41.4M |
| Prime Capital Investment Advisors, LLC | 0.40% | Add +3.0% | 1,115,267 | $41.3M |
| Axxcess Wealth Management, LLC | 0.65% | New | 1,104,392 | $40.9M |
| Capital Asset Advisory Services LLC | 1.41% | Add +2.6% | 1,051,627 | $38.9M |
| Stifel Financial Corp. | 0.03% | Add +3.9% | 1,043,544 | $38.6M |
| King Street Capital Management, L.P. | 19.50% | New | 999,000 | $37.0M |
| Roberts Financial Services LLC | 10.82% | Add +2.3% | 997,955 | $36.9M |
| Cetera Investment Advisers | 0.03% | Reduce -8.5% | 978,459 | $36.2M |
| First Command Advisory Services, Inc. | 0.20% | Add +13.8% | 930,168 | $34.4M |
| Susquehanna International Group, LLP | 0.03% | Add +1117.5% | 896,486 | $33.2M |
| Barings LLC | 0.61% | Reduce -28.3% | 886,891 | $32.8M |
| Chandler Asset Management, Inc. | 4.42% | Add +7.5% | 846,780 | $31.3M |
| Prestige Wealth Management Group LLC | 5.51% | Add +6824.1% | 818,912 | $30.3M |
| State of New Jersey Common Pension Fund D | 0.10% | No change | 800,000 | $29.6M |
| Financial Management Professionals, Inc. | 2.47% | Add +764789.1% | 703,698 | $26.1M |
| Santa Clara Valley Transportation Authority | 20.05% | Add +5.9% | 699,249 | $25.9M |
| Stockman Wealth Management, Inc. | 2.66% | Add +6.8% | 694,160 | $25.7M |
| Prudential Financial Inc. | 0.03% | No change | 685,069 | $25.4M |
| Manning & Napier Advisors LLC | 0.31% | Add +37.4% | 661,379 | $24.5M |
| Baker Avenue Asset Management, LP | 0.46% | Add +4.8% | 659,551 | $24.4M |
| Clearstead Advisors, LLC | 0.22% | Add +9329.3% | 628,181 | $23.3M |
| Equitable Holdings, Inc. | 0.14% | Add +16.7% | 622,914 | $23.0M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +32.9% | 619,568 | $22.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.3% | 616,162 | $22.8M |
| Keeler Thomas Management LLC | 7.99% | Add +2.0% | 608,569 | $22.5M |
| Alaska Permanent Fund Corp | 1.41% | No change | 576,619 | $21.3M |
| Allegiance Financial Group Advisory Services LLC | 3.65% | Add +11.0% | 568,995 | $21.1M |
| Optiver Holding B.V. | 0.29% | New | 550,418 | $20.4M |
| &partners | 0.08% | Reduce -19.5% | 542,963 | $20.1M |
| Wedmont Private Capital | 0.54% | Add +10.1% | 531,621 | $19.6M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 516,260 | $19.1M |
| 1607 Capital Partners, LLC | 1.61% | Reduce -65.0% | 500,400 | $18.5M |
| CVS HEALTH Corp | 7.86% | Add +37.4% | 478,100 | $17.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.9% | 473,656 | $17.4M |
| Greystone Financial Group, LLC | 4.77% | New | 461,319 | $17.1M |
| Phillips Financial Management, LLC | 1.23% | Reduce -8.2% | 453,959 | $16.8M |
| Trajan Wealth LLC | 0.63% | Add +7.6% | 449,370 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.4% | 419,032 | $15.5M |
| Nuveen, LLC | 0.00% | No change | 409,081 | $15.4M |
| Summit Wealth Group, LLC | 3.08% | Add +3.0% | 408,392 | $15.1M |
| Viewpoint Investment Partners Corp. | 5.02% | Add +49.4% | 392,600 | $14.5M |
| Choreo, LLC | 0.15% | Add +1.6% | 381,671 | $14.1M |
| Sei Investments Co. | 0.01% | Reduce -51.3% | 379,214 | $14.0M |
| Silver Point Capital L.P. | 1.44% | New | 377,941 | $14.0M |
| Loomis Sayles & Co. L P | 0.02% | Add +4.9% | 376,828 | $14.0M |
| Destiny Wealth Partners, LLC | 1.91% | Add +6.5% | 369,017 | $13.6M |
| Fifth Third Securities, Inc. | 0.76% | Add +2.8% | 358,185 | $13.3M |
| Rakuten Investment Management, Inc. | 0.04% | Reduce -45.4% | 345,178 | $12.8M |
| Grove Bank & Trust | 1.25% | Add +3.1% | 341,672 | $12.6M |
| Deutsche Bank AG | 0.00% | Reduce -18.1% | 335,646 | $12.4M |
| Fort Washington Investment Advisors Inc. | 0.06% | No change | 333,242 | $12.3M |
| FORM Wealth Advisors, LLC | 1.35% | Add +41.0% | 332,238 | $12.3M |
| CNO Financial Group, Inc. | 6.78% | No change | 320,000 | $11.8M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +102.4% | 310,393 | $11.5M |
| JTC Employer Solutions Trustee Ltd | 0.92% | No change | 310,219 | $11.5M |
| FC Advisory LLC | 2.94% | Add +1.6% | 300,163 | $11.1M |
| Citigroup Inc. | 0.01% | Add +6.4% | 297,180 | $11.0M |
| Octavia Wealth Advisors, LLC | 0.92% | Add +9.0% | 286,513 | $10.6M |
| Grey Fox Wealth Advisors, LLC | 1.65% | Add +8.4% | 283,961 | $10.5M |
| Howe & Rusling Inc. | 0.58% | Add +3.4% | 269,340 | $10.0M |
| Tiaa Trust, National Association | 0.57% | Add +13.3% | 262,192 | $9.7M |
| Legacy Wealth Partners, LLC | 2.17% | New | 260,491 | $9.6M |
| Partners Capital Investment Group, LLP | 0.34% | Add +29.3% | 260,361 | $9.6M |
| Ascent Group, LLC | 0.28% | Add +47.4% | 253,314 | $9.4M |
| Old Mission Capital LLC | 0.24% | Add +57.4% | 251,221 | $9.3M |
| Vise Technologies, Inc. | 0.10% | Add +35.7% | 250,345 | $9.3M |
| Fifth Third Bancorp | 0.01% | Add +42.6% | 249,155 | $9.2M |
| Arax Advisory Partners | 0.06% | Add +227.9% | 245,024 | $9.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +12.9% | 237,111 | $8.8M |
| Amicus Financial Advisors, LLC | 2.14% | Reduce -1.5% | 235,140 | $8.7M |
| Neuberger Berman Group LLC | 0.01% | No change | 232,203 | $8.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +10.4% | 227,830 | $8.4M |
| UMB Bank, n.a. | 0.10% | Reduce -0.5% | 219,046 | $8.1M |
| Sigma Planning Corp | 0.19% | Add +2.4% | 200,610 | $7.4M |
| Single Point Partners, LLC | 1.30% | Add +7.7% | 199,560 | $7.4M |
| Modern Wealth Management, LLC | 0.09% | Add +2.0% | 196,176 | $7.3M |
| Hohimer Wealth Management, LLC | 0.75% | Add +13.8% | 194,958 | $7.2M |
| CreativeOne Wealth, LLC | 0.15% | Add +11.4% | 193,635 | $7.2M |
| Integrated Advisors Network LLC | 0.33% | Add +7.1% | 192,692 | $7.1M |
| Focus Partners Wealth | 0.01% | Add +331.2% | 190,227 | $7.0M |
| Twele Capital Management, Inc. | 1.12% | Add +36.8% | 185,359 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.8% | 181,125 | $6.7M |
| CoreCap Advisors, LLC | 0.19% | Reduce -43.8% | 177,673 | $6.6M |
| World Investment Advisors | 0.11% | Reduce -3.9% | 176,599 | $6.5M |
| Signature Estate & Investment Advisors LLC | 0.11% | Add +20.6% | 169,302 | $6.3M |
| National Bank of Canada | 0.01% | Reduce -4.0% | 166,378 | $6.2M |
| Cornerstone Management, Inc. | 0.88% | Reduce -6.2% | 165,476 | $6.1M |
| Creative Planning | 0.00% | Add +2.0% | 163,188 | $6.0M |
| HSBC Holdings PLC | 0.00% | Add +1.6% | 159,922 | $5.9M |
| Founders Financial Securities LLC | 0.30% | Add +7.5% | 156,232 | $5.8M |
| Citadel Advisors | 0.00% | New | 154,116 | $5.7M |
| Tolleson Wealth Management, Inc. | 0.75% | Reduce -2.1% | 150,600 | $5.6M |
| Horizon Investments, LLC | 0.06% | Reduce -62.9% | 151,744 | $5.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -26.4% | 149,782 | $5.5M |
| Aberdeen Group plc | 0.01% | No change | 149,055 | $5.5M |
| IFG Advisors, LLC | 0.76% | New | 149,025 | $5.5M |
| Chesapeake Wealth Management | 1.54% | Add +2.4% | 148,097 | $5.5M |
| Fisher Asset Management | 0.00% | Reduce -9.8% | 144,061 | $5.3M |
| Ellevest, Inc. | 0.63% | Add +7.3% | 143,979 | $5.3M |
| 49 Wealth Management, LLC | 1.01% | New | 143,374 | $5.3M |
| Alongside, LLC | 1.01% | — | 143,374 | $5.3M |
| Forte Asset Management LLC | 2.07% | Add +1.2% | 136,741 | $5.1M |
| New England Asset Management Inc. | 0.60% | Add +147.1% | 136,245 | $5.0M |
| Topel & Distasi Wealth Management, LLC | 2.43% | Add +3.8% | 136,122 | $5.0M |
| MML Investors Services, LLC | 0.01% | Reduce -1.0% | 131,852 | $4.9M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +4.6% | 130,816 | $4.8M |
| Proficio Capital Partners LLC | 0.17% | Add +106.3% | 130,060 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +4.3% | 126,417 | $4.7M |
| Exchange Traded Concepts, LLC | 0.02% | Add +82.0% | 126,339 | $4.7M |
| Tucker Asset Management LLC | 1.12% | Add +26.6% | 122,883 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +7.7% | 121,579 | $4.5M |
| Alps Advisors Inc. | 0.02% | Reduce -7.1% | 121,418 | $4.5M |
| Asset Management One Co., Ltd. | 0.01% | New | 120,103 | $4.4M |
| Securian Asset Management, Inc. | 0.16% | Reduce -2.1% | 119,486 | $4.4M |
| Choate Investment Advisors | 0.08% | Add +107.6% | 118,199 | $4.4M |
| Kathmere Capital Management, LLC | 0.23% | Add +62.4% | 115,486 | $4.3M |
| Financial & Tax Architects, LLC | 0.90% | Add +11.1% | 115,423 | $4.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -1.3% | 113,749 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.9% | 112,601 | $4.2M |
| Edgestream Partners, L.P. | 0.12% | Add +317.9% | 111,921 | $4.1M |
| Heritage Family Offices, LLP | 1.59% | Reduce -33.6% | 111,311 | $4.1M |
| Pacific Excel Wealth Advisors, Inc. | 1.59% | New | 111,311 | $4.1M |
| Counterweight Ventures, LLC | 2.05% | Reduce -2.3% | 110,966 | $4.1M |
| Kintra Wealth, LLC | 0.21% | Reduce -18.0% | 111,293 | $4.1M |
| Drucker Wealth 3.0, LLC | 0.64% | Add +13.7% | 109,178 | $4.0M |
| Parr McKnight Wealth Management Group, LLC | 0.47% | Add +6.2% | 107,686 | $4.0M |
| Ieq Capital, LLC | 0.02% | Add +1.6% | 101,969 | $3.8M |
| SWS Partners | 0.80% | Add +3.0% | 99,938 | $3.7M |
| Thryve Wealth Management LLC | 2.07% | Add +7.7% | 99,853 | $3.7M |
| Collaborative Fund Advisors, LLC | 2.14% | Add +131.7% | 99,140 | $3.7M |
| Marble Wealth, LLC | 0.56% | Add +0.6% | 98,378 | $3.6M |
| American Trust | 0.28% | Reduce -3.8% | 97,991 | $3.6M |
| BTG Pactual Asset Management US LLC | 0.27% | Reduce -6.2% | 98,189 | $3.6M |
| Procyon Advisors, LLC | 0.16% | Add +61.8% | 97,391 | $3.6M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.8% | 95,389 | $3.5M |
| Angel Oak Capital Advisors, LLC | 4.37% | Reduce -41.1% | 93,670 | $3.5M |
| DeLarme Wealth Management, Inc. | 1.95% | Reduce -0.4% | 90,790 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -29.9% | 90,198 | $3.3M |
| Charles Schwab Trust Co | 0.19% | Reduce -1.2% | 89,909 | $3.3M |
| Cynosure Group, LLC | 0.49% | Add +246.8% | 88,356 | $3.3M |
| LeConte Wealth Management, LLC | 1.77% | Add +8.0% | 87,800 | $3.3M |
| Sage Advisory Services, Ltd.Co. | 1.59% | Reduce -40.9% | 87,070 | $3.2M |
| WealthCare Investment Partners, LLC | 0.77% | Add +11.9% | 85,137 | $3.2M |
| Paragon Advisors, LLC | 0.65% | Reduce -18.2% | 83,767 | $3.1M |
| Peak Planning Group, LLC | 0.70% | Add +8.4% | 83,765 | $3.1M |
| Goldstone Financial Group, LLC | 0.28% | Reduce -0.7% | 82,283 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +476.1% | 82,186 | $3.0M |
| Sagespring Wealth Partners, LLC | 0.05% | Reduce -8.1% | 81,550 | $3.0M |
| Mgo One Seven LLC | 0.05% | Add +27.3% | 81,104 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -36.6% | 80,555 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +6.6% | 80,020 | $3.0M |
| Principal Securities, Inc. | 0.04% | Add +9.5% | 79,304 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +110.5% | 77,055 | $2.9M |
| Level Four Advisory Services, LLC | 0.08% | Add +7.0% | 76,651 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 74,184 | $2.7M |
| Sowell Financial Services LLC | 0.09% | Add +57.5% | 73,237 | $2.7M |
| Jefferies Financial Group Inc. | 0.03% | New | 71,905 | $2.7M |
| Leeward Financial Partners, LLC | 0.69% | Add +4.7% | 71,441 | $2.6M |
| Venture Visionary Partners LLC | 0.07% | Add +574.6% | 70,302 | $2.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -51.4% | 69,783 | $2.6M |
| Trek Financial, LLC | 0.13% | Reduce -74.7% | 68,859 | $2.5M |
| Maseco LLP | 0.07% | Reduce -4.1% | 68,740 | $2.5M |
| New Wave Wealth Advisors LLC | 0.68% | Reduce -4.5% | 67,631 | $2.5M |
| Beese Fulmer Investment Management, Inc. | 0.14% | Add +57.1% | 67,477 | $2.5M |
| Ethos Financial Group, LLC | 0.17% | Reduce -28.6% | 67,959 | $2.5M |
| Unison Advisors LLC | 0.17% | Add +6.1% | 65,898 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +1.7% | 65,453 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.3% | 65,053 | $2.4M |
| Primoris Wealth Advisors, LLC | 1.04% | Add +68.1% | 61,700 | $2.3M |
| Titleist Asset Management, LLC | 0.15% | Reduce -2.5% | 60,982 | $2.3M |
| Joel Adams & Associates, Inc. | 1.44% | Add +4.1% | 60,476 | $2.2M |
| Florida Trust Wealth Management Co | 0.06% | Add +63.4% | 60,136 | $2.2M |
| Bragg Financial Advisors, Inc | 0.06% | Add +8.8% | 59,561 | $2.2M |
| Windsor Capital Management, LLC | 0.57% | Add +12.9% | 59,375 | $2.2M |
| HM Payson & Co. | 0.03% | No change | 58,711 | $2.2M |
| Mechanics Bank Trust Department | 0.26% | Reduce -13.6% | 57,347 | $2.1M |
| AQR Capital Management | 0.00% | Add +29.1% | 56,801 | $2.1M |
| Genesis Private Wealth, LLC | 0.58% | Reduce -1.2% | 55,423 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.1% | 54,714 | $2.0M |
| Atlas Legacy Advisors, LLC | 0.29% | Add +1.9% | 53,111 | $2.0M |
| Sovran Advisors, LLC | 0.14% | Add +7.9% | 52,672 | $1.9M |
| Simon Quick Advisors, LLC | 0.08% | Add +0.5% | 51,823 | $1.9M |
| Verdence Capital Advisors LLC | 0.10% | Add +2.1% | 51,624 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +37.6% | 51,470 | $1.9M |
| Guidance Capital, Inc. | 0.41% | Add +20.9% | 51,538 | $1.9M |
| Mission Wealth Management, LP | 0.02% | Add +23.4% | 51,119 | $1.9M |
| Vertex Investment Solutions Co., Ltd. | 1.28% | Add +13.6% | 51,100 | $1.9M |
| Boyd Watterson Asset Management LLC | 0.51% | Add +338.7% | 51,012 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -18.0% | 50,557 | $1.9M |
| Innovative Wealth Building LLC | 1.07% | Reduce -9.2% | 49,532 | $1.8M |
| State of Wisconsin - Board of Commissioners of Public Lands | 1.18% | No change | 48,550 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Reduce -10.6% | 48,504 | $1.8M |
| Riversedge Advisors, LLC | 0.24% | Reduce -1.8% | 48,315 | $1.8M |
| High Net Worth Advisory Group LLC | 0.38% | Add +1.6% | 48,312 | $1.8M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -88.3% | 48,060 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Add +6.5% | 47,827 | $1.8M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 47,000 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -10.4% | 46,601 | $1.7M |
| Gotham Asset Management | 0.00% | Add +2.2% | 45,924 | $1.7M |
| CGN Advisors LLC | 0.12% | Add +4.3% | 45,373 | $1.7M |
| Independent Advisor Alliance | 0.04% | Reduce -62.9% | 45,024 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -11.7% | 44,446 | $1.6M |
| Encompass More Asset Management | 0.24% | Add +4.6% | 44,376 | $1.6M |
| M Holdings Securities, Inc. | 0.22% | Add +8.3% | 44,280 | $1.6M |
| Vicus Capital | 0.11% | Add +7.5% | 44,155 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.7% | 43,511 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +13.6% | 43,169 | $1.6M |
| Forum Finance Group S.A. | 0.57% | Add +50.9% | 53,263 | $1.6M |
| Tide Cove Capital Partners LLC | 1.02% | Add +3.4% | 42,966 | $1.6M |
| F/m Investments LLC | 0.08% | New | 41,800 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Add +29.2% | 41,641 | $1.5M |
| Brighton Jones LLC | 0.03% | Add +17.4% | 40,940 | $1.5M |
| Hexagon Capital Partners LLC | 0.21% | Add +15.2% | 40,041 | $1.5M |
| Bison Wealth, LLC | 0.14% | Reduce -5.5% | 39,861 | $1.5M |
| Schuylkill Financial LLC | 1.35% | — | 39,499 | $1.5M |
| Invesco Ltd. | 0.00% | New | 39,401 | $1.5M |
| Bank of Montreal | 0.00% | Add +14.2% | 39,384 | $1.5M |
| Triad Wealth Partners, LLC | 0.09% | Add +276.0% | 39,552 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.66% | Add +39.0% | 38,703 | $1.4M |
| Heritage Oak Wealth Advisors LLC | 0.42% | New | 38,618 | $1.4M |
| Decker Retirement Planning Inc. | 0.49% | Add +26.6% | 38,552 | $1.4M |
| Kestra Investment Management, LLC | 0.03% | Add +0.1% | 37,800 | $1.4M |
| Braun-Bostich & Associates Inc. | 0.77% | Add +0.2% | 37,129 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -36.3% | 37,042 | $1.4M |
| AMG National Trust Bank | 0.03% | Add +2.5% | 36,834 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.8% | 36,898 | $1.4M |
| Atria Investments, Inc | 0.01% | New | 35,181 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.5% | 35,001 | $1.3M |
| Y.D. More Investments Ltd | 0.04% | Reduce -22.6% | 34,775 | $1.3M |
| XY Planning Network, Inc. | 0.16% | Add +1.8% | 33,791 | $1.3M |
| Silver Grove Financial Group, Inc. | 0.68% | Add +5.5% | 33,778 | $1.3M |
| Cambient Family Office, LLC | 0.15% | Add +3.0% | 33,701 | $1.2M |
| Brookstone Capital Management | 0.01% | Reduce -17.8% | 33,263 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +3.2% | 32,885 | $1.2M |
| Consolidated Capital Management, LLC | 0.32% | Reduce -1.4% | 32,881 | $1.2M |
| Pinion Investment Advisors, LLC | 0.23% | Add +307.0% | 32,726 | $1.2M |
| Condor Capital Management | 0.09% | Reduce -0.0% | 30,869 | $1.1M |
| Capital Analysts, LLC | 0.03% | Reduce -50.5% | 30,606 | $1.1M |
| Venturi Wealth Management, LLC | 0.04% | Reduce -97.7% | 30,448 | $1.1M |
| Argent Trust Co | 0.03% | Add +29.6% | 30,066 | $1.1M |
| Frontier Asset Management, LLC | 0.20% | Add +1.8% | 29,823 | $1.1M |
| Allie Family Office LLC | 0.41% | New | 29,522 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.37% | Reduce -0.4% | 29,491 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.10% | Add +1.9% | 29,135 | $1.1M |
| Allstreet Capital Advisors LLC | 0.70% | Add +3.5% | 29,017 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +1.1% | 28,718 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +5.6% | 28,702 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +10.6% | 28,215 | $1.0M |
| Summit Financial, LLC | 0.01% | Add +23.9% | 28,125 | $1.0M |
| Wetzel Investment Advisors, Inc. | 0.36% | Reduce -21.0% | 27,779 | $1.0M |
| BridgePort Financial Solutions, LLC | 0.26% | Reduce -3.5% | 27,540 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Add +42.0% | 27,375 | $1.0M |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -8.9% | 27,249 | $1.0M |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -82.8% | 27,215 | $1.0M |
| Checchi Capital Advisers, LLC | 0.06% | Add +92.9% | 27,166 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +89.4% | 27,111 | $1.0M |
| Portside Wealth Group, LLC | 0.11% | Add +44.8% | 26,476 | $980K |
| Winch Advisory Services, LLC | 0.20% | Add +1.0% | 26,086 | $966K |
| Arrowroot Family Office, LLC | 0.27% | Add +4.4% | 25,030 | $927K |
| Portfolio Strategies, Inc. | 0.09% | Add +1.7% | 24,962 | $924K |
| M&T Bank Corp | 0.00% | Reduce -1.3% | 24,802 | $918K |
| Arkadios Wealth Advisors | 0.01% | Add +137.6% | 24,765 | $917K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -25.3% | 24,719 | $915K |
| Provident Wealth Management, LLC | 0.23% | Add +79.3% | 24,393 | $903K |
| Defined Wealth Management, LLC | 0.46% | Reduce -22.8% | 24,385 | $903K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.2% | 23,654 | $876K |
| Agf Management Ltd. | 0.00% | Reduce -46.0% | 23,500 | $870K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 23,421 | $867K |
| Westwood Holdings Group Inc. | 0.01% | Reduce -2.3% | 23,391 | $866K |
| Trivium Point Advisory, LLC | 0.08% | New | 23,165 | $858K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +44.1% | 23,056 | $854K |
| Naples Global Advisors, LLC | 0.05% | Reduce -0.6% | 23,002 | $852K |
| Balefire, LLC | 0.14% | New | 22,829 | $845K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -1.4% | 22,762 | $843K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | New | 22,662 | $839K |
| Ascentis Independent Advisors | 2.21% | Reduce -75.6% | 22,216 | $823K |
| Mullooly Asset Management, Inc. | 0.25% | Add +1.8% | 21,826 | $808K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.0% | 21,786 | $807K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.12% | Reduce -52.0% | 21,766 | $806K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +15.2% | 21,677 | $802K |
| Prospera Financial Services Inc | 0.01% | Reduce -13.9% | 21,480 | $796K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.3% | 21,476 | $795K |
| Israel Discount Bank of New York | 1.47% | Add +8.5% | 21,418 | $793K |
| Avior Wealth Management, LLC | 0.02% | Add +2.4% | 21,185 | $784K |
| Advisory Alpha, LLC | 0.02% | Reduce -6.9% | 20,700 | $766K |
| IFP Advisors, Inc | 0.01% | Add +24.5% | 20,391 | $755K |
| Mutual Advisors, LLC | 0.01% | Reduce -71.4% | 20,305 | $752K |
| Captrust Financial Advisors | 0.00% | Add +49.6% | 20,299 | $751K |
| Petix & Botte Co | 0.15% | Add +100.0% | 20,174 | $747K |
| Savvy Advisors, Inc. | 0.02% | Add +3.2% | 20,079 | $743K |
| Commerce Bank | 0.00% | Reduce -14.7% | 19,879 | $736K |
| Advisors Asset Management, Inc. | 0.01% | Add +34.4% | 19,581 | $725K |
| Independent Wealth Network Inc. | 0.18% | Add +1.0% | 19,439 | $720K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -16.6% | 19,176 | $710K |
| Compound Planning, Inc. | 0.02% | Reduce -2.5% | 19,130 | $708K |
| Wakefield Asset Management LLLP | 0.16% | Add +7.5% | 19,019 | $704K |
| RVW Wealth, LLC | 0.05% | No change | 18,951 | $702K |
| Invested Advisors | 0.62% | Add +49.7% | 18,827 | $697K |
| Pure Financial Advisors, LLC | 0.01% | Add +8.1% | 18,817 | $697K |
| Planning Project LLC | 0.14% | — | 18,864 | $696K |
| SageView Advisory Group, LLC | 0.02% | Reduce -4.8% | 18,780 | $695K |
| Hillsdale Investment Management Inc. | 0.02% | Add +27.3% | 18,550 | $687K |
| First PREMIER Bank | 0.11% | Add +8.5% | 18,452 | $683K |
| TRB Wealth Management, LLC | 0.09% | Add +1.4% | 18,224 | $675K |
| Wbi Investments, LLC | 0.16% | New | 17,701 | $655K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -81.1% | 17,508 | $648K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -90.2% | 17,284 | $640K |
| Range Advisory, LLC | 0.07% | Add +33.4% | 16,986 | $629K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.3% | 16,899 | $626K |
| Laffer Tengler Investments, Inc. | 0.09% | Reduce -7.7% | 16,824 | $623K |
| Clearwater Capital Advisors, LLC | 0.05% | No change | 16,819 | $623K |
| Fairlight Advisors | 0.51% | — | 16,785 | $621K |
| RFG Advisory, LLC | 0.01% | Add +50.9% | 16,660 | $617K |
| Maridea Wealth Management LLC | 0.07% | New | 16,602 | $615K |
| Balentine LLC | 0.02% | New | 16,464 | $609K |
| SG Americas Securities, LLC | 0.00% | New | 16,264 | $602K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.3% | 16,231 | $601K |
| Security Financial Services, INC. | 0.08% | Add +30.8% | 16,155 | $598K |
| Pines Wealth Management, LLC | 0.17% | Add +13.2% | 16,039 | $594K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 16,000 | $592K |
| Colton Groome Financial Advisors, LLC | 0.14% | New | 15,950 | $590K |
| Liberty Capital Management, Inc. | 0.10% | — | 15,435 | $571K |
| SHP Wealth Management | 0.04% | Add +6.8% | 15,434 | $571K |
| HighPoint Advisor Group LLC | 0.02% | Add +57.6% | 15,417 | $571K |
| Ninety One North America, Inc. | 0.03% | Reduce -45.9% | 15,399 | $570K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.2% | 15,337 | $568K |
| Wellington-Altus USA Inc. | 0.40% | Reduce -11.8% | 15,200 | $560K |
| Cardiff Park Advisors, LLC | 0.04% | Add +1.8% | 15,044 | $557K |
| Eagle Global Advisors LLC | 0.02% | Reduce -2.0% | 14,995 | $555K |
| Apella Capital, LLC | 0.01% | Add +0.0% | 14,987 | $553K |
| John W. Brooker & Co., CPAs | 0.66% | Add +167.4% | 14,793 | $548K |
| MMBG Investment Advisors Co. | 0.04% | No change | 14,440 | $535K |
| Covestor Ltd | 0.31% | Add +7.0% | 14,426 | $534K |
| Brooklyn FI, LLC | 0.10% | Add +21.6% | 14,394 | $530K |
| MAI Capital Management | 0.00% | Add +21.4% | 14,192 | $525K |
| Stillwater Private Wealth, LLC | 0.34% | Reduce -49.8% | 14,206 | $523K |
| Sound Income Strategies, LLC | 0.02% | Add +13.7% | 14,073 | $521K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -1.0% | 14,015 | $519K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +0.8% | 14,005 | $518K |
| David Kennon Inc | 0.17% | Reduce -21.6% | 13,914 | $515K |
| Global Retirement Partners, LLC | 0.01% | — | 13,679 | $506K |
| Verus Capital Partners, LLC | 0.03% | Reduce -16.8% | 13,608 | $504K |
| Arwa LLC | 0.21% | Add +45.0% | 13,557 | $501K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | Add +12.4% | 13,505 | $500K |
| Wealth Alliance, LLC | 0.04% | New | 13,480 | $499K |
| Adams Wealth Management | 0.10% | Add +11.8% | 13,474 | $499K |
| CacheTech Inc. | 0.08% | Add +11.8% | 13,474 | $499K |
| Diversify Advisory Services, LLC | 0.01% | New | 13,552 | $497K |
| Diversify Wealth Management, LLC | 0.01% | Add +3.6% | 13,552 | $497K |
| Scotia Capital Inc. | 0.00% | Add +87.7% | 12,856 | $476K |
| Pitcairn Wealth Advisors LLC | 0.05% | New | 12,660 | $469K |
| Beacon Financial Group | 0.04% | Reduce -4.0% | 12,608 | $467K |
| Symmetry Partners, LLC | 0.02% | Reduce -17.1% | 12,578 | $466K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Add +69.6% | 12,559 | $465K |
| Quartz Partners, LLC | 0.15% | Add +69.1% | 12,475 | $462K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.6% | 12,449 | $461K |
| Rwa Wealth Partners, LLC | 0.00% | New | 12,391 | $459K |
| Fiducient Advisors LLC | 0.07% | Reduce -64.4% | 12,341 | $457K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -42.4% | 12,081 | $447K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +29.3% | 11,975 | $443K |
| CAP Partners, LLC | 0.22% | Reduce -53.5% | 11,941 | $442K |
| Occidental Asset Management, LLC | 0.04% | Reduce -16.5% | 11,767 | $436K |
| GWN Securities Inc. | 0.07% | Reduce -3.0% | 11,761 | $435K |
| Harbour Investments, Inc. | 0.01% | Reduce -36.4% | 11,680 | $432K |
| Narus Financial Partners, LLC | 0.11% | Add +2.1% | 11,641 | $431K |
| Advyzon Investment Management, LLC | 0.03% | Add +44.6% | 11,480 | $425K |
| PUREfi Wealth, LLC | 0.23% | Add +9.6% | 11,460 | $424K |
| Hancock Whitney Corp. | 0.01% | Add +0.8% | 11,394 | $422K |
| Strategic Blueprint, LLC | 0.02% | New | 11,229 | $416K |
| Wedbush Securities Inc. | 0.01% | Add +11.0% | 11,107 | $411K |
| Grantvest Financial Group LLC | 0.24% | Add +2.7% | 10,994 | $407K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -12.7% | 10,975 | $406K |
| GW&K Investment Management, LLC | 0.00% | Add +4.1% | 10,944 | $405K |
| Tower Bridge Advisors | 0.04% | Reduce -4.3% | 10,875 | $403K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -1.5% | 10,850 | $402K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.7% | 10,735 | $397K |
| Cannon Financial Strategists, Inc. | 0.04% | New | 10,575 | $391K |
| Carter Financial Group, INC. | 0.20% | Add +12.1% | 10,506 | $389K |
| Pursuit Wealth Strategies, LLC | 0.50% | Add +7.4% | 10,448 | $387K |
| AE Wealth Management LLC | 0.00% | Reduce -19.7% | 10,337 | $383K |
| Northstar Advisory Group, LLC | 0.12% | New | 10,244 | $379K |
| Foundations Investment Advisors, LLC | 0.00% | Add +7.0% | 9,949 | $368K |
| Private Wealth Asset Management, LLC | 0.04% | Reduce -14.5% | 9,877 | $366K |
| Aventura Private Wealth, LLC | 0.11% | New | 9,830 | $364K |
| Geometric Wealth Advisors | 0.04% | Add +1.7% | 9,751 | $361K |
| TFR Capital, LLC. | 0.10% | No change | 9,704 | $359K |
| USAdvisors Wealth Management, LLC | 0.10% | No change | 9,706 | $359K |
| Lido Advisors, LLC | 0.00% | Reduce -12.2% | 9,668 | $358K |
| CPA Asset Management Group, LLC | 0.10% | No change | 9,358 | $346K |
| Endeavor Private Wealth, Inc. | 0.08% | Reduce -48.8% | 9,335 | $346K |
| TPG Financial Advisors, LLC | 0.10% | New | 9,263 | $343K |
| Mattern Wealth Management LLC | 0.06% | No change | 9,141 | $338K |
| Richardson Financial Services Inc. | 0.19% | Reduce -0.9% | 9,046 | $335K |
| Norden Group LLC | 0.03% | Reduce -7.8% | 9,042 | $335K |
| Insigneo Advisory Services, LLC | 0.01% | New | 9,020 | $334K |
| Ramsey Quantitative Systems | 0.30% | New | 9,000 | $333K |
| First Bank & Trust | 0.05% | Add +27.2% | 8,982 | $333K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 8,963 | $332K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 8,891 | $329K |
| Western Wealth Management, LLC | 0.01% | Reduce -8.2% | 8,840 | $327K |
| PFG Investments, LLC | 0.01% | Reduce -23.9% | 8,821 | $327K |
| OneAscent Financial Services LLC | 0.02% | Add +5.7% | 8,781 | $325K |
| Peak Retirement Planning, Inc. | 0.05% | New | 8,779 | $325K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.3% | 8,764 | $324K |
| D.A. Davidson & Co. | 0.00% | No change | 8,742 | $324K |
| Kwmg, LLC | 0.02% | New | 8,537 | $316K |
| International Assets Investment Management, LLC | 0.02% | Add +21.1% | 8,239 | $304K |
| Anchyra Partners LLC | 0.07% | Reduce -0.3% | 8,132 | $301K |
| Emerald Investment Advisers, LLC | 0.02% | No change | 8,078 | $299K |
| Prosperity Consulting Group, LLC | 0.01% | New | 8,045 | $298K |
| BBR Partners, LLC | 0.01% | New | 8,000 | $296K |
| First Horizon Corp. | 0.01% | Add +38.0% | 7,913 | $293K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -16.0% | 7,828 | $290K |
| TAGStone Capital, Inc. | 0.09% | Add +1.8% | 7,738 | $286K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -19.9% | 7,664 | $284K |
| Garde Capital, Inc. | 0.01% | No change | 7,607 | $282K |
| Daiwa Securities Group Inc. | 0.00% | Add +1489.5% | 7,550 | $280K |
| TCI Wealth Advisors, Inc. | 0.01% | Add +15.1% | 7,497 | $278K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -26.7% | 7,473 | $277K |
| IRON Financial LLC | 0.11% | No change | 7,453 | $276K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -26.3% | 7,433 | $275K |
| Trust Point Inc. | 0.02% | Add +0.7% | 7,413 | $274K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -5.0% | 7,378 | $273K |
| Curi Capital, LLC | 0.00% | Reduce -3.7% | 7,315 | $271K |
| IMA Advisory Services, Inc. | 0.02% | Add +52.8% | 7,299 | $270K |
| Kovack Advisors, Inc. | 0.01% | Add +0.3% | 7,320 | $270K |
| Wilson & Boucher Capital Management, LLC | 0.15% | No change | 7,100 | $263K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +2.8% | 7,053 | $261K |
| Genesee Capital Advisors, LLC | 0.08% | Reduce -13.9% | 6,964 | $258K |
| Rareview Capital LLC | 0.14% | Add +22.5% | 6,779 | $254K |
| Private Trust Co. NA | 0.02% | Reduce -3.0% | 6,714 | $249K |
| ASL Financial, LLC | 0.17% | No change | 6,710 | $248K |
| Boyd Wealth Management, LLC | 0.09% | Add +9.1% | 6,661 | $247K |
| Davidson Trust Co. | 0.10% | Add +0.1% | 6,594 | $244K |
| Epiq Partners, LLC | 0.10% | New | 6,422 | $238K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -8.1% | 6,377 | $236K |
| Perigon Wealth Management, LLC | 0.00% | Add +2.1% | 6,370 | $236K |
| PFG Advisors | 0.01% | Reduce -82.8% | 6,340 | $235K |
| Integris Wealth Management, LLC | 0.05% | Add +4.7% | 6,302 | $233K |
| IVC Wealth Advisors LLC | 0.09% | Add +2.7% | 6,284 | $233K |
| G&S Capital LLC | 0.07% | Add +1.7% | 6,277 | $232K |
| Strategic Financial Concepts, LLC | 0.07% | Add +2.3% | 6,225 | $230K |
| MRP Capital Investments, LLC | 0.17% | No change | 6,206 | $230K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 6,155 | $228K |
| KLCM Advisors, Inc. | 0.02% | No change | 6,125 | $227K |
| Aire Advisors, LLC | 0.04% | Add +1.8% | 6,105 | $226K |
| Patten Group, Inc. | 0.04% | Reduce -8.1% | 6,084 | $225K |
| L & S Advisors Inc | 0.02% | Add +0.4% | 6,065 | $225K |
| Optivise Advisory Services LLC | 0.11% | New | 6,034 | $223K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.1% | 5,927 | $219K |
| PKS Advisory Services, LLC | 0.03% | New | 5,604 | $207K |
| Valeo Financial Advisors, LLC | 0.00% | Reduce -0.8% | 5,585 | $207K |
| Hilltop Wealth Advisors, LLC | 0.10% | New | 5,524 | $204K |
| Harbour Capital Advisors, LLC | 0.04% | Reduce -16.7% | 5,495 | $203K |
| Petros Family Wealth, LLC | 0.12% | Reduce -19.0% | 5,451 | $202K |
| Balanced Rock Investment Advisors LLC | 0.13% | New | 5,427 | $201K |
| Corient Private Wealth LP | 0.00% | New | 5,425 | $201K |
| Keating Financial Advisory Services, Inc. | 0.03% | Reduce -1.4% | 5,313 | $197K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 4,500 | $167K |
| Creative Financial Designs Inc. | 0.01% | Add +43.3% | 4,217 | $156K |
| AdvisorNet Financial, Inc | 0.01% | Add +9.4% | 4,201 | $156K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 3,990 | $148K |
| Ankerstar Wealth, LLC | 0.12% | Reduce -2.5% | 3,745 | $139K |
| Westfuller Advisors, LLC | 0.05% | Add +1.7% | 3,589 | $133K |
| Smartleaf Asset Management LLC | 0.00% | No change | 3,216 | $119K |
| Clean Yield Group | 0.03% | Add +1.3% | 3,056 | $113K |
| Financial Network Wealth Advisors LLC | 0.11% | Reduce -5.8% | 2,881 | $107K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2148.3% | 2,608 | $97K |
| Fiduciary Financial Advisors | 0.01% | New | 2,558 | $95K |
| Waverly Advisors, LLC | 0.00% | No change | 2,536 | $94K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.1% | 2,528 | $94K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -4.4% | 2,451 | $91K |
| Key Financial Inc | 0.01% | Reduce -9.9% | 2,405 | $89K |
| Blair William & Co. | 0.00% | Add +3.9% | 2,403 | $89K |
| Godfrey Financial Associates, Inc. | 0.07% | Reduce -9.3% | 2,368 | $88K |
| Olistico Wealth, LLC | 0.04% | No change | 2,279 | $84K |
| Larson Financial Group LLC | 0.00% | Add +228.0% | 2,178 | $81K |
| Thoroughbred Financial Services, LLC | 0.00% | New | 31,134 | $79K |
| Continuum Advisory, LLC | 0.01% | New | 2,131 | $79K |
| NBT Bank, N.A. | 0.01% | No change | 2,115 | $78K |
| Allworth Financial LP | 0.00% | Reduce -2.4% | 2,093 | $77K |
| Lanark Financial, Inc. | 0.01% | No change | 1,991 | $74K |
| Concord Wealth Partners | 0.01% | New | 1,987 | $74K |
| Investors Research Corp | 0.01% | No change | 1,925 | $71K |
| Dorato Capital Management | 0.05% | No change | 1,928 | $71K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -41.7% | 1,864 | $69K |
| Euro Pacific Asset Management, LLC | 0.01% | No change | 16,210 | $68K |
| Dunhill Financial, LLC | 0.01% | Add +174.7% | 1,799 | $67K |
| Rossby Financial, LCC | 0.01% | Add +3.7% | 1,784 | $66K |
| Kilter Group LLC | 0.02% | Add +12.0% | 1,705 | $63K |
| Ssa Swiss Advisors AG | 0.02% | No change | 1,645 | $61K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.7% | 1,634 | $60K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,593 | $59K |
| Webster Bank, N. A. | 0.01% | No change | 1,569 | $58K |
| Whittier Trust Co. | 0.00% | No change | 1,560 | $58K |
| NFSG Corp | 0.01% | No change | 1,500 | $56K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,422 | $53K |
| Evolution Wealth Management Inc. | 0.03% | Reduce -5.3% | 1,366 | $51K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +9.1% | 1,355 | $50K |
| Strive Financial Group ,LLC | 0.02% | New | 1,320 | $49K |
| Blue Trust, Inc. | 0.00% | Add +9.0% | 1,282 | $47K |
| Ascentis Wealth Management, LLC | 0.01% | Add +4.8% | 1,230 | $46K |
| IFG Advisory, LLC | 0.00% | New | 1,184 | $44K |
| Colonial Trust Co / SC | 0.01% | Add +273.9% | 1,144 | $42K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 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 |
| Cape Investment Advisory, Inc. | 0.01% | New | 935 | $35K |
| Caldwell Trust Co | 0.00% | Reduce -56.0% | 910 | $34K |
| Vanguard National Trust Co | 0.00% | Add +170.2% | 843 | $31K |
| Anchor Investment Management, LLC | 0.00% | Add +1.1% | 818 | $30K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 800 | $30K |
| Fairscale Capital, LLC | 0.02% | No change | 683 | $25K |
| Founders Financial Alliance, LLC | 0.00% | No change | 666 | $25K |
| Front Row Advisors LLC | 0.01% | No change | 670 | $25K |
| Paladin Partners, LLC | 0.02% | No change | 658 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 645 | $24K |
| Triumph Capital Management | 0.00% | Add +30.3% | 598 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -22.0% | 559 | $21K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 555 | $21K |
| Kingdom Financial Group LLC. | 0.01% | Add +1063.8% | 547 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 543 | $20K |
| Rialto Wealth Management, LLC | 0.00% | Add +166.3% | 522 | $19K |
| First Financial Corp. | 0.01% | Reduce -26.6% | 515 | $19K |
| Mosley Wealth Management | 0.01% | Reduce -83.4% | 474 | $18K |
| CENTRAL TRUST Co | 0.00% | Add +256.4% | 474 | $18K |
| Bank & Trust Co | 0.01% | No change | 464 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 455 | $17K |
| Piscataqua Savings Bank | 0.01% | Add +150.0% | 420 | $16K |
| GAMMA Investing LLC | 0.00% | Reduce -3.0% | 392 | $15K |
| Raleigh Capital Management Inc. | 0.00% | Add +1.9% | 379 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 375 | $14K |
| Institute for Wealth Management, LLC. | 0.00% | New | 374 | $14K |
| Pinney & Scofield, Inc. | 0.01% | Reduce -49.9% | 362 | $13K |
| Towne Trust Company, N.A | 0.00% | Add +201.7% | 362 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 358 | $13K |
| Dogwood Wealth Management LLC | 0.01% | Add +29.3% | 349 | $13K |
| Asset Dedication, LLC | 0.00% | Add +14250.0% | 287 | $11K |
| Activest Wealth Management | 0.00% | Add +1.8% | 284 | $11K |
| Wolff Wiese Magana LLC | 0.00% | No change | 272 | $10K |
| Evolution Advisers, Inc. | 0.00% | Add +50.0% | 279 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 269 | $10K |
| MCF Advisors LLC | 0.00% | No change | 266 | $10K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 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 |
| Atlantic Union Bankshares Corp | 0.00% | Add +909.1% | 222 | $8K |
| Trust Co. of Vermont | 0.00% | — | 220 | $8K |
| Tsfg, LLC | 0.00% | Add +1.9% | 215 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 213 | $8K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -38.5% | 209 | $8K |
| RHL Group, LLC | 0.01% | Add +19.6% | 201 | $7K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 197 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.6% | 197 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 181 | $7K |
| USA Financial Formulas | 0.00% | — | 181 | $7K |
| Meramec Financial Planners, LLC | 0.00% | New | 180 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 173 | $6K |
| TD Capital Management LLC | 0.00% | No change | 164 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 162 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.3% | 153 | $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% | Add +0.7% | 140 | $5K |
| Archer Investment Corp | 0.00% | Reduce -12.2% | 137 | $5K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 115 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +161.4% | 115 | $4K |
| Arvest Investments, Inc. | 0.00% | New | 112 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 109 | $4K |
| Signature Equity Partners, LLC | 0.00% | Reduce -90.6% | 109 | $4K |
| Winthrop Capital Management, LLC | 0.00% | No change | 108 | $4K |
| SouthState Bank Corp | 0.00% | No change | 108 | $4K |
| Wilkerson Advisory Group LLC | 0.00% | New | 94 | $3K |
| Oakmont Advisory Group, LLC | 0.00% | New | 82 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Add +63.3% | 80 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 67 | $2K |
| Spire Wealth Management | 0.00% | No change | 67 | $2K |
| Vision Retirement, LLC | 0.00% | No change | 64 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 62 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -89.5% | 56 | $2K |
| Avion Wealth | 0.00% | No change | 65 | $2K |
| MidFirst Bank | 0.00% | Reduce -96.6% | 51 | $2K |
| Downshift Financial, LLC | 0.00% | New | 50 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | Add +4.3% | 49 | $2K |
| Coastline Trust Co | 0.00% | No change | 48 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 41 | $2K |
| Evermay Wealth Management LLC | 0.00% | Reduce -85.8% | 41 | $2K |
| LRI Investments, LLC | 0.00% | No change | 39 | $1K |
| Buck Wealth Strategies, LLC | 0.00% | New | 35 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 31 | $1K |
| Cheviot Value Management, LLC | 0.00% | No change | 29 | $1K |
| Nalls Sherbakoff Group, LLC | 0.00% | Add +84.6% | 24 | $896 |
| CNB Bank | 0.00% | No change | 23 | $851 |
| Hollencrest Capital Management | 0.00% | No change | 20 | $740 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -20.8% | 19 | $703 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 19 | $703 |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -53.6% | 13 | $481 |
| Chapman Financial Group, LLC | 0.00% | No change | 12 | $445 |
| Compass Financial Management LLC | 0.00% | — | 12 | $444 |
| YANKCOM Partnership | 0.00% | No change | 9 | $333 |
| Russell Investments Group, Ltd. | 0.00% | New | 8 | $296 |
| Oakworth Capital, Inc. | 0.00% | New | 7 | $258 |
| Valley National Advisers Inc. | 0.00% | New | 6 | $223 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 6 | $222 |
| Talon Private Wealth, LLC | 0.00% | No change | 4 | $139 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $75 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $37 |
| Kozak & Associates, Inc. | 0.00% | No change | 1 | $35 |
| TD Private Client Wealth LLC | 0.00% | Reduce -100.0% | 1 | $33 |
"% 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.