SHYG - iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
US ˙ ARCA ˙ US46434V4077

Mga Batayang Estadistika
Pemilik Institusional 575 total, 575 long only, 0 short only, 0 long/short - change of 0.88% MRQ
Alokasi Portofolio Rata-rata 0.7122 % - change of 2.70% MRQ
Saham Institusional (Jangka Panjang) 125,335,610 (ex 13D/G) - change of 4.70MM shares 3.89% MRQ
Nilai Institusional (Jangka Panjang) $ 5,006,404 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF (US:SHYG) memiliki 575 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 125,335,610 saham. Pemegang saham terbesar meliputi Royal Bank Of Canada, Assetmark, Inc, Empower Advisory Group, LLC, BlackRock, Inc., Japan Science & Technology Agency, Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, Morgan Stanley, LPL Financial LLC, and State of New Jersey Common Pension Fund D .

Struktur kepemilikan institusional iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF (ARCA:SHYG) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 2, 2025 is 42.92 / share. Previously, on September 3, 2024, the share price was 42.67 / share. This represents an increase of 0.59% over that period.

SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF Historical Put/Call Ratio
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-12 13F Ci Investments Inc. 0 -100.00 0
2025-07-15 13F Fifth Third Bancorp 7,083 1.11 306 2.69
2025-07-16 13F Signaturefd, Llc 115 5
2025-08-14 13F Synovus Financial Corp 22,754 56.87 982 59.25
2025-08-08 13F Hudock, Inc. 130,429 3.59 5,627 5.10
2025-08-06 13F Rialto Wealth Management, LLC 3,072 765.35 133 780.00
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 324,948 -0.10 14,018 1.36
2025-08-11 13F Summit Wealth Partners, LLC 68,625 -58.45 2,960 -57.85
2025-08-12 13F SRS Capital Advisors, Inc. 302 -85.54 13 -85.23
2025-07-28 13F Private Wealth Asset Management, LLC 291 13
2025-08-05 13F Arch Capital Group Ltd. 1,531,250 0.00 66 1.54
2025-08-12 13F RiverFront Investment Group, LLC 1,216,930 305.78 52,498 311.72
2025-08-11 13F CFS Investment Advisory Services, LLC 0 -100.00 0
2025-08-13 13F Transce3nd, LLC 19 -86.90 1 -100.00
2025-07-09 13F VisionPoint Advisory Group, LLC 62,781 78.93 2,708 81.62
2025-08-14 13F Tudor Financial Inc. 12,658 11.66 546 13.51
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-07-22 13F Beacon Financial Advisory LLC 8,139 -1.12 351 0.57
2025-07-07 13F Investors Research Corp 455 0.00 20 0.00
2025-07-25 13F Wells Financial Advisors INC 2,135 0.00 92 2.22
2025-08-25 NP TINIX - AXS Tactical Income Fund Class I Shares 42,396 1,829
2025-08-14 13F Raymond James Financial Inc 1,148,197 61.79 49,533 64.15
2025-07-31 13F Buckingham Strategic Partners 36,054 19.29 1,555 21.01
2025-08-14 13F/A Skopos Labs, Inc. 57 2
2025-08-06 13F Adviser Investments LLC 11,320 -93.48 488 -93.39
2025-04-10 13F TrueWealth Advisors, LLC 0 -100.00 0
2025-07-30 13F Canvas Wealth Advisors, LLC 32,988 15.66 1,420 19.23
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0 -100.00
2025-08-13 13F Northwestern Mutual Wealth Management Co 155,562 0.63 6,711 2.08
2025-08-11 13F Diversified Portfolios, Inc. 18,176 5.86 784 7.40
2025-08-04 13F WNY Asset Management, LLC 0 -100.00 0
2025-08-12 13F BlackRock, Inc. 6,046,954 0.05 260,866 1.51
2025-07-08 13F 21 West Wealth Management LLC 27,278 1,177
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100.00 0 -100.00
2025-07-17 13F Coastline Trust Co 2,560 0.00 110 1.85
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 0 -100.00 0
2025-03-11 13F Anchor Pointe Wealth Management, LLC 21,555 919
2025-07-28 13F Ckw Financial Group 8,816 -0.61 0
2025-07-31 13F State of New Jersey Common Pension Fund D 2,403,519 0.00 103,688 1.46
2025-08-14 13F Mml Investors Services, Llc 319,903 -25.52 14 -27.78
2025-07-30 13F First Citizens Bank & Trust Co 31,840 -0.27 1,374 1.18
2025-07-21 13F Future Financial Wealth Managment LLC 61,729 -7.76 2,663 -6.40
2025-08-14 13F Strategic Wealth Designers 40 2
2025-06-26 NP MSTBX - Morningstar Defensive Bond Fund 58,578 2,479
2025-08-13 13F Summit Financial, LLC 15,553 151.95 671 155.73
2025-08-13 13F Consultiva Wealth Management, Corp. 420 50.00 18 63.64
2025-08-06 13F Prospera Financial Services Inc 45,080 -13.10 1,945 -11.88
2025-08-29 NP BHILX - BHILL Fund Managed Account Completion Shares 117,985 5,090
2025-08-07 13F Nwam Llc 13,418 6.37 577 7.46
2025-08-19 13F Advisory Services Network, LLC 29,439 5.23 1,267 6.56
2025-08-13 13F Providence Capital Advisors, LLC 169 7
2025-07-18 13F Benchmark Wealth Management, LLC 0 -100.00 0
2025-08-04 13F Creative Financial Designs Inc /adv 13,717 -25.35 592 -24.33
2025-08-11 13F Conquis Financial Llc 4,517 -3.65 195 -2.51
2025-07-14 13F Sowell Financial Services LLC 14,045 189.41 606 193.69
2025-07-17 13F BayBridge Capital Group, LLC 14,766 4.29 637 5.65
2025-08-14 13F Qube Research & Technologies Ltd 90 0.00 4 0.00
2025-08-14 13F Diversify Advisory Services, LLC 35,070 66.22 1,507 68.08
2025-05-30 NP RMIF - LHA Risk-Managed Income ETF 158,896 0.00 6,756 -0.21
2025-07-25 13F Atria Wealth Solutions, Inc. 36,809 -78.26 1,587 -77.96
2025-08-11 13F AXS Investments LLC 42,396 1,829
2025-08-14 13F Glen Eagle Advisors, LLC 2,104 0.00 91 1.12
2025-08-13 13F Crabel Capital Management, LLC 61,075 126.99 2,635 130.24
2025-08-11 13F Portside Wealth Group, LLC 91,666 14.86 3,954 16.53
2025-07-17 13F Worth Financial Advisory Group, LLC 0 -100.00 0
2025-07-29 13F Portland Financial Advisors Inc 11,317 3.47 488 4.95
2025-08-14 13F Royal Bank Of Canada 13,666,712 5.67 589,582 7.21
2025-08-14 13F Bnp Paribas Arbitrage, Sa 6,729 -87.77 290 -87.60
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 153,860 3.09 6,638 4.59
2025-07-24 13F FinDec Wealth Services, Inc. 0 -100.00 0
2025-08-04 13F Center for Financial Planning, Inc. 0 -100.00 0
2025-08-08 13F Kingsview Wealth Management, LLC 41,101 10.44 1,773 12.07
2025-07-31 13F Guardian Asset Advisors, LLC 62,489 7.45 2,696 9.02
2025-08-07 13F Commerce Bank 0 -100.00 0
2025-07-31 13F Darden Wealth Group Inc 20,820 0.01 898 1.47
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 21,386 307.59 923 313.45
2025-07-03 13F Collective Family Office Llc 0 -100.00 0
2025-07-23 13F WESPAC Advisors, LLC 16,348 -11.98 705 -10.65
2025-07-29 13F Members Advisory Group LLC 241,812 -0.13 10,431 1.32
2025-08-12 13F Steward Partners Investment Advisory, Llc 27,982 -1.13 1,207 0.33
2025-07-09 13F Dynamic Advisor Solutions LLC 17,723 4.68 765 6.26
2025-07-09 13F Beacon Financial Group 0 -100.00 0
2025-08-13 13F Quadrature Capital Ltd 165,231 7,127
2025-04-22 13F Bright Futures Wealth Management, LLC. 6,001 -0.53 250 -4.23
2025-08-01 13F First National Trust Co 15,845 17.41 684 19.20
2025-07-22 13F MAS Advisors LLC 4,767 -69.50 206 -69.13
2025-08-06 13F Moors & Cabot, Inc. 6,288 271
2025-08-11 13F One Capital Management, LLC 92,809 -3.08 4,004 -1.67
2025-07-17 13F David Kennon Inc 91,681 -22.10 3,955 -20.96
2025-04-30 13F Sofos Investments, Inc. 441,866 6.70 18,788 8.26
2025-08-11 13F Nomura Asset Management Co Ltd 1,431,900 28.12 61,772 29.99
2025-08-13 13F Baird Financial Group, Inc. 14,070 -19.88 607 -18.77
2025-08-14 13F EP Wealth Advisors, Inc. 2,601 112
2025-04-30 13F Axxcess Wealth Management, Llc 0 -100.00 0
2025-07-31 13F Wealthfront Advisers Llc 2,339,804 -1.79 100,939 -0.36
2025-05-15 13F/A Orion Portfolio Solutions, LLC 20,299 -69.78 863 -69.84
2025-07-15 13F Hofer & Associates. Inc 46,892 -3.28 2,023 -1.89
2025-07-16 13F Freestate Advisors LLC 241,057 -1.68 10,399 -0.24
2025-07-03 13F City Center Advisors, LLC 11,607 -14.80 501 -13.64
2025-07-14 13F Park Avenue Securities Llc 485,338 21
2025-08-12 13F Pacer Advisors, Inc. 46,980 0.00 2,027 1.45
2025-08-13 13F Russell Investments Group, Ltd. 0 -100.00 0
2025-08-14 13F Obsido Oy 22,462 0.54 969 2.11
2025-08-11 13F Resurgent Financial Advisors LLC 24,311 0.32 1,049 1.75
2025-08-12 13F Western Asset Management Company, LLC 165,300 7,131
2025-08-15 13F Strategic Investment Advisors / MI 45,642 -2.15 1,967 -0.86
2025-08-28 NP GPICX - GuidePath(R) Conservative Income Fund 38,573 68.99 1,664 71.55
2025-07-14 13F Westend Capital Management LLC 2,427 0.00 105 0.97
2025-08-08 13F Advyzon Investment Management, LLC 15,067 5.93 650 7.45
2025-07-11 13F SILVER OAK SECURITIES, Inc 10,794 -2.92 466 -1.48
2025-08-04 13F Spire Wealth Management 1,080 16.38 47 17.95
2025-07-14 13F AdvisorNet Financial, Inc 1,516 -2.26 65 0.00
2025-08-14 13F Fmr Llc 2,111 -32.56 91 -31.58
2025-08-07 13F PFG Advisors 34,769 24.72 1,500 26.50
2025-08-08 13F Blankinship & Foster, LLC 23,292 1.24 1,005 2.66
2025-08-06 13F Summit Investment Advisors, Inc. 10,852 1.80 464 3.34
2025-05-09 13F Headlands Technologies LLC 0 -100.00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 2,579 0.66 111 2.78
2025-07-31 13F Japan Science & Technology Agency 4,450,000 0.00 191,973 1.46
2025-08-08 13F Cetera Investment Advisers 629,985 -30.92 27,178 -29.92
2025-08-14 13F Talon Private Wealth, LLC 18,207 7.09 785 8.73
2025-08-05 13F Hunter Associates Investment Management Llc 9,753 8.80 0
2025-07-17 13F HCR Wealth Advisors 48,820 -4.29 2,106 -2.86
2025-04-17 13F Montecito Bank & Trust 20,310 0.00 864 -0.23
2025-08-13 13F Everstar Asset Management, LLC 23,669 0.46 1,021 2.00
2025-03-21 13F Prostatis Group LLC 0 -100.00 0
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares 2,382,000 46.31 102,759 48.45
2025-08-08 13F Emerald Investment Partners, Llc 747 17.08 32 18.52
2025-08-14 13F Toroso Investments, LLC 71,771 -42.21 3,078 -41.35
2025-08-14 13F Diversify Wealth Management, Llc 36,081 -8.44 1,550 -7.46
2025-08-14 13F Vivaldi Capital Management, LLC 9,657 1.26 417 2.72
2025-07-22 13F Old National Bancorp /in/ 93,609 3.13 4,038 4.64
2025-07-22 13F Global Assets Advisory, LLC 0 -100.00 0
2025-08-12 13F LPL Financial LLC 2,589,503 13.53 111,711 15.19
2025-07-14 13F Toth Financial Advisory Corp 1,197 52
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 9,441 -15.82 407 -14.50
2025-08-13 13F Wambolt & Associates, LLC 17,377 -3.08 745 -1.98
2025-08-13 13F Colonial Trust Advisors 2,050 -11.83 88 -10.20
2025-08-11 13F HighTower Advisors, LLC 465,337 -6.60 20,075 -5.24
2025-08-12 13F Change Path, LLC 115,153 8.39 4,968 9.96
2025-07-15 13F Heritage Oak Wealth Advisors Llc 48,901 -36.02 2,110 -35.09
2025-07-25 13F Cwm, Llc 92,042 4.56 4 0.00
2025-08-12 13F Boreal Capital Management LLC 2,500 108
2025-07-22 13F Merit Financial Group, LLC 130,476 -43.85 5,629 -43.03
2025-08-05 13F Blue Barn Wealth, LLC 181,417 2.31 7,826 3.79
2025-08-14 13F Betterment LLC 591,634 9.28 26 8.70
2025-08-13 13F Virtue Capital Management, LLC 76,947 -5.87 3,319 -4.43
2025-08-13 13F D L Carlson Investment Group Inc 39,793 -6.42 1,717 -5.09
2025-07-24 13F Eastern Bank 13 0.00 1
2025-08-13 13F Beacon Pointe Advisors, LLC 35,702 -14.46 1,540 -13.19
2025-07-16 13F TigerOak Management, L.L.C. 5,129 221
2025-06-26 NP BYLD - iShares Yield Optimized Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 507,853 21,492
2025-08-12 13F Insigneo Advisory Services, Llc 77,881 9.46 3,360 11.04
2025-06-20 NP ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF 835 -83.10 35 -83.57
2025-07-17 13F Janney Montgomery Scott LLC 231,390 474.81 10 800.00
2025-07-18 13F PFG Investments, LLC 12,646 -3.69 546 -2.33
2025-08-13 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2025-07-30 13F Clune & Associates, Ltd. 102,484 5.65 4,421 7.20
2025-08-14 13F Ieq Capital, Llc 17,829 45.19 769 47.32
2025-08-12 13F XTX Topco Ltd 5,603 242
2025-07-28 NP FXED - Sound Enhanced Fixed Income ETF 28,842 1.12 1,232 -0.24
2025-07-10 13F Signal Advisors Wealth, LLC 5,537 239
2025-08-01 13F New York Life Investment Management Llc 66,217 4.94 2,857 6.49
2025-08-08 13F Thrive Capital Management, LLC 65,107 2,809
2025-07-24 13F Blair William & Co/il 6,589 174.89 284 181.19
2025-08-01 13F Penobscot Wealth Management 24,383 10.79 1,052 12.41
2025-08-14 13F Comerica Bank 24,241 53.78 1,046 55.97
2025-06-24 NP MNERX - MainStay Conservative ETF Allocation Fund Class R3 28,724 -44.71 1,216 -45.81
2025-08-06 13F Stokes Family Office, LLC 8,472 0.00 365 1.39
2025-07-17 13F Sound Income Strategies, LLC 1,020,214 -0.42 44,012 1.03
2025-07-10 13F Sovran Advisors, LLC 47,710 37.50 2,041 40.59
2025-07-16 13F Squire Investment Management Company, LLC 34,699 20.26 1,497 22.02
2025-07-18 13F Trust Co Of Vermont 23 0.00 1
2025-07-23 13F TriaGen Wealth Management LLC 34,144 5.13 1,473 6.67
2025-08-14 13F First Foundation Advisors 22,255 0.00 960 1.48
2025-07-23 13F Richardson Capital Management LLC 2,244 0.99 97 2.13
2025-08-13 13F Capital Analysts, Inc. 34,717 -3.21 1 0.00
2025-07-09 13F Alesco Advisors Llc 135,265 114.04 5,835 117.16
2025-08-27 NP ACTIX - Advisors Capital Tactical Fixed Income Fund 354,300 15.94 15,285 17.62
2025-03-27 NP FIXP - FolioBeyond Enhanced Fixed Income Premium ETF 62,345 2,691
2025-07-23 13F Dohj, Llc 0 -100.00 0
2025-07-29 13F Koshinski Asset Management, Inc. 8,803 17.39 380 19.18
2025-07-15 13F McAdam, LLC 7,345 -8.50 317 -7.33
2025-07-23 13F Center For Asset Management LLC 56,596 -18.26 2,412 -18.04
2025-04-09 13F Capital Asset Advisory Services LLC 0 -100.00 0
2025-07-09 13F Heritage Family Offices, LLP 26,119 0.14 1,111 0.09
2025-08-08 13F Investment Partners, Ltd. 107,104 6.97 4,620 8.53
2025-08-04 13F Impact Partnership Wealth, LLC 14,422 622
2025-07-18 13F Powers Advisory Group, LLC 217,929 2.63 9,401 4.13
2025-07-25 13F Apollon Wealth Management, LLC 14,013 0.07 605 1.51
2025-04-17 13F Monticello Wealth Management, Llc 0 -100.00 0
2025-07-15 13F Legacy Financial Group LLC 250,077 0.99 10,788 2.46
2025-07-16 13F Cadent Capital Advisors, LLC 6,961 -30.90 300 -29.91
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-08-12 13F Prudential Financial Inc 54,651 -0.35 2,348 -0.34
2025-07-24 13F Drucker Wealth 3.0, LLC 25,648 1,100
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 82 4
2025-08-14 13F Engineers Gate Manager LP 39,720 12.21 1,714 13.82
2025-07-17 13F City Holding Co 101,115 -0.62 4,361 0.81
2025-08-14 13F CoreCap Advisors, LLC 2,506 -2.30 108 -0.92
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-08-01 13F Planning Directions Inc 84,017 10.94 3,624 12.55
2025-08-06 13F Wedbush Securities Inc 14,850 1
2025-08-13 13F Scotia Capital Inc. 406,648 103.12 17,543 106.09
2025-07-31 13F Ssa Swiss Advisors Ag 1 -100.00 0 -100.00
2025-07-09 13F High Probability Advisors, LLC 414,764 6.02 17,893 7.57
2025-07-18 13F Client 1st Advisory Group, Llc 6,405 -12.01 276 -10.68
2025-07-31 13F Insight Wealth Partners, LLC 6,051 4.40 261 6.10
2025-08-08 13F Foundations Investment Advisors, LLC 55,008 -17.48 2,373 -16.27
2025-08-14 13F Millennium Management Llc 24,345 12.21 1,050 13.88
2025-06-26 NP BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,250 0.00 1,069 -2.02
2025-07-22 13F Kraematon Investment Advisors, Inc 18,901 0.95 815 2.39
2025-08-05 13F Retirement Financial Solutions, Llc 197,217 -5.57 8,508 -4.19
2025-08-04 13F HBK Sorce Advisory LLC 21,060 0.00 909 1.45
2025-07-08 13F GK Wealth Management LLC 9,791 9.90 422 11.64
2025-08-14 13F Two Sigma Securities, Llc 0 -100.00 0
2025-05-19 13F Heck Capital Advisors, LLC 0 0
2025-08-11 13F Guidance Point Advisors, LLC 21,720 4.13 937 5.64
2025-08-14 13F Nepc Llc 2,200,963 0.00 94,950 1.46
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 14,435 4.35 623 5.78
2025-08-08 13F Avantax Advisory Services, Inc. 165,940 7.08 7,159 8.64
2025-08-26 NP BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,105,807 -7.50 47,705 -6.15
2025-08-12 13F Proequities, Inc. 0 0
2025-07-15 13F Graypoint LLC 181,200 4.00 7,817 5.51
2025-08-01 13F Motley Fool Wealth Management, LLC 578,233 -9.66 24,945 -8.34
2025-05-13 13F Saiph Capital, LLC 0 -100.00 0
2025-07-30 13F Rehmann Capital Advisory Group 9,117 0.00 393 1.55
2025-05-09 13F Investment Counsel Co Of Nevada 0 -100.00 0
2025-07-11 13F First PREMIER Bank 93 0.00 0
2025-08-07 13F Americana Partners, LLC 6,792 293
2025-08-11 13F FSA Wealth Management LLC 17 0.00 1
2025-07-08 13F Nbc Securities, Inc. 19,664 -14.37 1
2025-08-06 13F AE Wealth Management LLC 3,086 -49.92 133 -49.24
2025-08-11 13F Citigroup Inc 31 -38.00 1 -50.00
2025-08-13 13F Jackson Creek Investment Advisors LLC 47,862 -0.79 2 0.00
2025-07-31 13F Ndwm Llc 19,673 1.39 849 2.79
2025-08-14 13F Blue Capital, Inc. 40,763 -30.31 1,759 -29.45
2025-07-18 13F Lockerman Financial Group, Inc. 7,161 5.93 309 7.32
2025-07-18 13F Bartlett & Co. Wealth Management Llc 313,519 -1.95 13,525 -0.51
2025-04-23 13F Western Wealth Management, LLC 0 -100.00 0 -100.00
2025-07-23 13F Nbt Bank N A /ny 625 0.00 27 0.00
2025-07-23 13F Madden Advisory Services, Inc. 103,574 -0.51 4,468 0.95
2025-08-04 13F Assetmark, Inc 10,397,272 4.26 448,538 5.78
2025-08-13 13F Dana Investment Advisors, Inc. 6,933 45.10 299 47.29
2025-08-08 13F Pnc Financial Services Group, Inc. 15,094 8.01 651 9.60
2025-08-14 13F IPG Investment Advisors LLC 12,834 0.85 554 2.22
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100.00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-07-14 13F Pacifica Partners Inc. 914 33.63 39 39.29
2025-07-28 13F Duncker Streett & Co Inc 2,004 0.00 86 1.18
2025-08-04 13F Arkadios Wealth Advisors 112,380 10.21 4,848 11.83
2025-04-29 NP AMHYX - INVESCO High Yield Fund Class A 820,000 118.67 35,490 126.74
2025-08-14 13F L2 Asset Management, LLC 17,573 758
2025-07-25 13F Endowment Wealth Management, Inc. 41,815 12.65 1,804 14.26
2025-07-23 13F Peak Financial Management, Inc. 231,161 2.39 9,972 3.89
2025-07-30 13F Alexis Investment Partners, LLC 70,728 3,044
2025-08-11 13F Actinver Wealth Management, Inc. 33,226 -13.18 1,433 -11.92
2025-08-13 13F Global Value Investment Corp. 11,139 0.00 481 1.48
2025-08-12 13F Horizon Financial Services, Llc 791 0.13 34 3.03
2025-08-04 13F Adell Harriman & Carpenter Inc 122,031 -2.85 5,264 -1.44
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-08-13 13F Gibbs Wealth Management 290,391 12,528
2025-07-28 13F Rosenberg Matthew Hamilton 31,868 6.11 1,375 7.60
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-14 13F Whitford Management LLC 202,000 8,714
2025-07-31 13F Wright Fund Managment, LLC 1,628,000 0.00 69,223 0.00
2025-07-30 13F Strategic Blueprint, LLC 7,708 -9.82 333 -8.54
2025-08-05 13F Scarborough Advisors, LLC 248 11
2025-08-11 13F Sierra Capital LLC 8,679 -59.88 0
2025-08-11 13F Private Advisor Group, LLC 65,497 -19.06 2,826 -17.88
2025-04-29 NP Invesco High Income Trust Ii This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74,000 196.00 3,203 207.00
2025-08-05 13F Cherry Tree Wealth Management, LLC 0 -100.00 0
2025-08-13 13F KilterHowling LLC 318,795 3.35 13,753 5.75
2025-08-14 13F Warren Averett Asset Management, LLC 6,521 -81.47 281 -81.22
2025-07-18 13F Naples Global Advisors, Llc 42,123 -2.47 1,817 -1.03
2025-08-14 13F Scott Marsh Financial, LLC 43,177 1,863
2025-08-14 13F/A Rockefeller Capital Management L.P. 20,664 -54.50 891 -53.86
2025-07-22 13F Grimes & Company, Inc. 10,034 -99.79 433 -99.79
2025-08-06 13F First Horizon Advisors, Inc. 2,518 -0.51 109 0.93
2025-08-11 13F Addison Capital Co 40,499 28.62 1,747 30.57
2025-08-11 13F Delta Asset Management Llc/tn 483 0.00 21 0.00
2025-08-12 13F Mmbg Investment Advisors Co. 17,840 19.99 770 21.68
2025-05-08 13F Great Valley Advisor Group, Inc. 0 -100.00 0
2025-07-25 13F Courage Miller Partners, LLC 12,706 0.00 548 1.48
2025-07-28 13F RFG Advisory, LLC 0 -100.00 0
2025-07-17 13F Paradigm Financial Partners, Llc 348,131 10.70 15,018 12.32
2025-08-12 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0 -100.00 0
2025-08-14 13F Little Harbor Advisors, LLC 0 -100.00 0
2025-08-15 13F CI Private Wealth, LLC 18,870 -37.82 814 -36.90
2025-07-15 13F Sheets Smith Wealth Management 13,462 -8.43 581 -7.20
2025-07-25 13F Richardson Financial Services Inc. 32,870 -3.53 1,409 -2.76
2025-08-13 13F StoneX Group Inc. 11,803 51.30 509 53.78
2025-07-22 13F Coastal Investment Advisors, Inc. 1,645 -53.13 71 -53.02
2025-08-04 13F Whalen Wealth Management Inc. 27,882 1,203
2025-07-17 13F Catalytic Wealth RIA, LLC 40,810 172.78 1,761 176.73
2025-08-14 13F Objective Capital Management, LLC 5,058 -40.28 218 -39.44
2025-08-15 13F Zuckerman Investment Group, LLC 18,709 15.73 807 17.47
2025-07-30 13F Princeton Global Asset Management LLC 4,915 -10.26 212 -8.62
2025-08-19 13F National Asset Management, Inc. 4,682 -25.04 202 -24.44
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 0 -100.00 0
2025-08-12 13F State Farm Mutual Automobile Insurance Co 5,329 1,232.25 230 1,247.06
2025-08-28 NP BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109,800 0.00 4,737 1.46
2025-07-16 13F Owen LaRue, LLC 91,421 -2.68 3,944 -1.28
2025-07-17 13F ERn Financial, LLC 6,613 0.78 285 2.15
2025-08-14 13F Wells Fargo & Company/mn 1,450,007 11.58 62,553 13.21
2025-08-14 13F Mercer Global Advisors Inc /adv 1,801,171 -5.45 77,650 -3.74
2025-08-12 13F Absolute Capital Management, LLC 13,390 -13.60 578 -12.31
2025-07-22 13F Iron Horse Wealth Management, LLC 200 -15.25 9 -20.00
2025-08-13 13F Colonial Trust Co / SC 5,820 0.00 251 1.62
2025-08-07 13F Laffer Investments 37,330 -3.22 1,610 -1.83
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 -100.00 0
2025-08-13 13F Level Four Advisory Services, Llc 24,705 2.60 1,066 4.11
2025-05-07 13F Maridea Wealth Management LLC 0 -100.00 0
2025-07-28 13F Copia Wealth Management 6,573 34.39 284 36.71
2025-08-13 13F Shepherd Financial Partners LLC 5,653 1.24 244 2.53
2025-07-29 13F Private Trust Co Na 10,799 6.76 466 8.14
2025-08-08 13F Empower Advisory Group, LLC 9,687,474 6.02 417,918 7.57
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-08-05 13F EPG Wealth Management LLC 2,346 7.96 101 9.78
2025-05-01 13F Lane & Associates LLC 0 -100.00 0
2025-08-14 13F Fairview Capital Investment Management, Llc 185,457 -1.35 8,001 0.09
2025-08-14 13F Bakala Capital Management LLC 28,862 -3.72 1,245 -2.28
2025-07-21 13F Yeomans Consulting Group, Inc. 10,439 -11.07 447 -10.42
2025-07-23 13F Tyche Wealth Partners LLC 5,786 -6.09 250 -4.60
2025-08-14 13F Fiduciary Trust Co 5,865 -7.57 253 -5.95
2025-08-12 13F Laurel Wealth Advisors LLC 0 -100.00 0
2025-07-23 13F Steel Peak Wealth Management LLC 0 -100.00 0
2025-08-14 13F RMB Capital Management, LLC 12,197 3.05 526 4.57
2025-08-18 13F Geneos Wealth Management Inc. 86,753 11.42 3,743 13.05
2025-04-08 13F Advisory Alpha, LLC 0 -100.00 0
2025-08-05 13F NewSquare Capital LLC 2 0.00 0
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-07-31 13F Mader & Shannon Wealth Management, Inc. 0 -100.00 0
2025-04-25 13F TBH Global Asset Management, LLC 0 -100.00 0 -100.00
2025-08-12 13F EFG Asset Management (Americas) Corp. 131,752 348.21 5,684 355.00
2025-07-23 13F Fulton Breakefield Broenniman Llc 77,394 -24.29 3,339 -23.19
2025-07-30 13F Crewe Advisors LLC 70 0.00 3 50.00
2025-08-04 13F Beirne Wealth Consulting Services, LLC 10,233 19.99 441 21.82
2025-08-11 13F Mount Lucas Management LP 42,231 -0.08 1,822 1.34
2025-07-29 13F Chicago Partners Investment Group LLC 36,822 18.95 1,586 21.46
2025-08-13 13F GeoWealth Management, LLC 45,389 31.30 1,958 33.29
2025-07-28 13F Ritholtz Wealth Management 102,024 196.72 4,401 201.03
2025-08-14 13F UBS Group AG 744,118 -5.51 32,101 -4.13
2025-08-14 13F IHT Wealth Management, LLC 42,937 -4.08 1,852 -2.68
2025-08-07 13F CENTRAL TRUST Co 0 -100.00 0
2025-06-26 NP BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51,012 0.00 2,159 -2.00
2025-08-14 13F Bank Of America Corp /de/ 2,343,764 10.51 101,110 12.12
2025-07-22 13F Mascoma Wealth Management LLC 351 0.00 15 7.14
2025-04-21 13F ORG Partners LLC 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-13 13F Cary Street Partners Financial Llc 5,900 0.00 255 1.60
2025-07-18 13F Broadway Wealth Solutions, Inc. 5,321 0.00 230 1.33
2025-08-05 13F Key FInancial Inc 190 0.00 8 0.00
2025-08-27 NP EBABX - Eaton Vance Core Plus Bond Fund Class A 327,000 110.97 14,107 115.56
2025-08-01 13F Envestnet Asset Management Inc 4,008,178 63.22 172,910 65.59
2025-08-05 13F Prosperity Consulting Group, LLC 78,625 2.30 3,392 3.80
2025-07-29 13F Regions Financial Corp 21,143 14.31 912 16.03
2025-07-15 13F North Star Investment Management Corp. 5,471 0.00 236 1.72
2025-08-13 13F Cresset Asset Management, LLC 41,848 1.22 1,805 2.73
2025-08-12 13F Timber Creek Capital Management LLC 62,454 24.93 2,679 26.02
2025-08-08 13F Capital Investment Advisory Services, LLC 4,131 0.02 178 1.71
2025-05-22 13F Wbi Investments, Inc. 0 -100.00 0
2025-07-28 13F Mutual Advisors, LLC 21,829 1.53 940 3.18
2025-07-15 13F Td Private Client Wealth Llc 1,036 45
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 77,500 2.18 3,343 3.66
2025-08-04 13F Savvy Advisors, Inc. 5,700 -18.17 246 -17.23
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 105 0.00 5 0.00
2025-07-17 13F Smith, Salley & Associates 98,644 0.37 4,255 1.84
2025-06-26 NP BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,075 0.00 1,230 -1.99
2025-08-14 13F Sunbelt Securities, Inc. 41,290 2,018.52 1,759 2,045.12
2025-08-07 13F Cascade Financial Partners, LLC 51,821 12.97 2,236 14.62
2025-07-31 13F Oppenheimer & Co Inc 0 -100.00 0
2025-08-13 13F Global Endowment Management, LP 9,637 3.90 416 5.33
2025-08-14 13F Bramshill Investments, LLC 1,761,481 80.17 75,990 82.80
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0
2025-07-29 13F Two West Capital Advisors LLC 10,343 -5.41 445 -1.33
2025-07-08 13F Lowe Wealth Advisors, LLC 0 -100.00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1,607 69
2025-08-07 13F Alliance Wealth Management Group 111,042 0.04 4,790 1.50
2025-08-14 13F Colony Group, LLC 15,334 8.58 662 10.17
2025-07-21 13F Ascent Group, LLC 156,133 -26.65 6,736 -25.59
2025-08-07 13F Resources Investment Advisors, LLC. 250,458 -7.18 10,805 -5.83
2025-07-22 13F Miracle Mile Advisors, LLC 82,042 -5.36 3,539 -3.96
2025-07-29 13F Disciplined Investments, LLC 12,866 -4.46 555 -2.97
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 971 0.00 42 0.00
2025-08-12 13F Gladstone Institutional Advisory LLC 4,726 -35.65 204 -34.94
2025-08-14 13F Atomi Financial Group, Inc. 38,648 34.98 1,667 36.98
2025-08-08 13F Wrapmanager Inc 5,673 -16.03 245 -14.98
2025-04-24 13F Decker Retirement Planning Inc. 0 -100.00 0
2025-07-30 13F Brookstone Capital Management 19,637 1.37 847 2.92
2025-07-14 13F Sweeney & Michel, Llc 287,658 4.94 12,312 10.03
2025-08-14 13F Hilton Capital Management, LLC 685,212 29,560
2025-08-14 13F Gen-Wealth Partners Inc 0 -100.00 0
2025-08-13 13F Advisor Group Holdings, Inc. 1,067,239 141.53 45,420 141.72
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 112,427 195.46 4,850 199.94
2025-08-11 13F Bulltick Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Advisor OS, LLC 19,375 3.39 836 4.90
2025-07-21 13F Sterling Investment Counsel, LLC 19,478 2.76 840 4.35
2025-07-21 13F Syntax Research, Inc. 122 -35.45 5 -37.50
2025-08-05 13F Next Capital Management LLC 0 -100.00 0
2025-07-15 13F Level Financial Advisors, Inc. 111,946 -6.40 4,829 -5.03
2025-08-12 13F Global Retirement Partners, LLC 11,331 43.27 489 44.81
2025-05-07 13F Spectrum Wealth Counsel, LLC 1,028 0.00 44 0.00
2025-07-10 13F Stewardship Advisors, LLC 10,062 5.79 434 7.43
2025-08-06 13F Golden State Wealth Management, LLC 525 1.94 23 4.76
2025-08-14 13F Arete Wealth Advisors, LLC 49,449 5.58 2 100.00
2025-08-11 13F United Capital Financial Advisers, Llc 53,491 -13.16 2,308 -11.91
2025-07-10 13F Baker Tilly Financial, Llc 7,409 -20.17 320 -19.04
2025-08-08 13F Financial Gravity Companies, Inc. 471,100 15.70 20,323 17.14
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-07-28 NP WUSDX - Wells Fargo Ultra Short-Term Income Fund Administrator Class 314,900 0.00 13,446 -1.34
2025-07-24 13F Jfs Wealth Advisors, Llc 24,146 -9.70 1,042 -8.36
2025-05-13 13F NFP Retirement, Inc. 0 -100.00 0
2025-08-04 13F Saxony Capital Management, LLC 6,474 1.22 279 2.95
2025-07-09 13F FOCUS Wealth Advisors, LLC 5,372 0.00 232 1.32
2025-07-18 13F Ninety One UK Ltd 423,751 0.00 18,281 1.46
2025-08-26 NP Blackrock Floating Rate Income Strategies Fund, Inc. This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,000 0.00 216 1.42
2025-08-15 13F Captrust Financial Advisors 7,459 24.80 322 26.38
2025-07-10 13F Exchange Traded Concepts, Llc 259 11
2025-08-11 13F Bell Investment Advisors, Inc 379 1.88 16 6.67
2025-07-28 NP SSTVX - Wells Fargo Short-Term Bond Fund Class A 132,628 0.00 5,663 -1.34
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-07-28 13F Courier Capital Llc 118,314 -32.87 5,104 -31.88
2025-07-24 13F Etesian Wealth Advisors, Inc. 57,390 16.56 2,476 18.25
2025-07-11 13F/A Umb Bank N A/mo 796 0.00 34 3.03
2025-07-24 13F Ronald Blue Trust, Inc. 5,615 127.42 242 132.69
2025-08-13 13F Townsquare Capital Llc 144,287 -92.77 6,225 -92.66
2025-08-11 13F Rothschild Investment Llc 191 0.00 8 0.00
2025-08-15 13F WFA of San Diego, LLC 1,091 88.10 47 88.00
2025-08-12 13F Waterloo Capital, L.P. 219,280 -4.80 9,460 -3.41
2025-07-25 13F McNamara Financial Services, Inc. 15,335 1.99 662 3.44
2025-08-12 13F Calton & Associates, Inc. 0 -100.00 0
2025-08-14 13F Hrt Financial Lp 5,753 -91.76 0 -100.00
2025-05-08 13F Jefferies Financial Group Inc. 0 -100.00 0
2025-08-14 13F Old Mission Capital Llc 84,089 58.76 3,628 61.06
2025-08-01 13F Ashton Thomas Private Wealth, LLC 31,253 -64.19 1,348 -63.68
2025-06-30 NP FLRT - Pacer Pacific Asset Floating Rate High Income ETF 46,980 1,988
2025-05-12 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-10 13F Financial Management Network Inc 12,992 -25.03 558 -21.30
2025-08-06 13F Csenge Advisory Group 68,990 -4.70 2,946 -2.74
2025-08-12 13F MAI Capital Management 356,360 -4.65 15,373 -3.26
2025-08-12 13F Pathstone Holdings, LLC 299,848 -23.19 12,935 -22.18
2025-07-22 13F Wealthcare Advisory Partners LLC 5,093 -30.76 220 -29.81
2025-07-08 13F Webster Bank, N. A. 65,678 -17.75 2,833 -16.55
2025-08-27 13F/A Brinker Capital Investments, LLC 84,784 317.68 3,658 323.75
2025-08-08 13F Advisors Capital Management, LLC 874,294 6.18 37,717 7.73
2025-08-12 13F Park Square Financial Group, LLC 1,209 -10.31 52 -8.77
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-04-22 13F/A NorthRock Partners, LLC 0 -100.00 0
2025-07-10 13F Redhawk Wealth Advisors, Inc. 115,571 -3.38 4,986 -1.97
2025-08-14 13F Mariner, LLC 637,079 -3.10 27,484 -1.69
2025-08-12 13F Franklin Resources Inc 47 0.00 2 100.00
2025-08-04 13F Atria Investments Llc 56,233 -92.63 2,426 -92.52
2025-08-06 13F SOUTH STATE Corp 8,080 17.44 349 19.18
2025-08-14 13F Smartleaf Asset Management LLC 0 -100.00 0
2025-08-06 13F Destiny Capital Corp/CO 16,690 2.87 720 4.50
2025-08-12 13F Founders Financial Alliance, LLC 364 1.68 16 0.00
2025-08-07 13F Curtis Advisory Group, LLC 170,818 12.98 7,369 14.64
2025-07-23 13F Prime Capital Investment Advisors, LLC 29,559 -12.70 1,275 -11.40
2025-07-25 13F Northwest Capital Management Inc 7 -99.74 0 -100.00
2025-08-05 13F Huntington National Bank 7 200.00
2025-08-14 13F Integrity Wealth Advisors, Inc. 7,062 -0.56 305 1.00
2025-07-11 13F Matthew Goff Investment Advisor, LLC 380,537 -10.10 16,416 -8.79
2025-07-16 13F Eagle Global Advisors Llc 5,158 -11.95 223 -10.84
2025-07-21 13F Ameriflex Group, Inc. 2,059 30.56 89 31.34
2025-07-18 13F Childress Capital Advisors, Llc 95,872 4,136
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 17,000 1,040.94 733 1,063.49
2025-08-15 13F Kestra Advisory Services, LLC 171,168 1.47 7,384 2.96
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 68,110 2,908
2025-07-25 13F Commonwealth Financial Services, LLC 8,443 -2.18 364 -0.82
2025-07-24 13F Us Bancorp \de\ 116 -72.77 5 -72.22
2025-07-23 13F High Note Wealth, LLC 90 4
2025-08-05 13F Bank Of Montreal /can/ 91,881 3.92 3,964 5.43
2025-08-14 13F Ameriprise Financial Inc 397,693 4.75 17,157 6.29
2025-08-08 13F Gts Securities Llc 0 -100.00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 21,492 5.05 927 6.67
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 19,794 235.15 854 239.84
2025-07-16 13F Novem Group 5,223 225
2025-08-14 13F Kitching Partners, Llc 225,023 4.84 9,708 6.37
2025-07-11 13F Farther Finance Advisors, LLC 35,711 13.62 1,541 15.79
2025-08-08 13F Omega Financial Group, LLC 8,263 1.97 356 3.49
2025-08-14 13F Hilltop Holdings Inc. 13,736 14.12 593 15.85
2025-08-12 13F Prudential Plc 37,040 -3.39 1,598 -2.02
2025-07-17 13F HB Wealth Management, LLC 11,626 502
2025-08-04 13F ArborFi Advisors, LLC 33,052 2.02 1,426 3.49
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 195,411 -9.30 8 -11.11
2025-07-17 13F LifeGoal Wealth Advisors 10,716 462
2025-05-06 13F AllSquare Wealth Management LLC 0 -100.00 0
2025-08-14 13F Goldman Sachs Group Inc 99,323 -5.54 4,285 -4.16
2025-07-09 13F Channel Wealth Llc 11,019 1.27 475 2.81
2025-08-06 13F Aspect Partners, LLC 259 11
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 123,202 37.38 5,315 39.37
2025-07-30 13F TFB Advisors LLC 48,931 -7.32 2,111 -5.97
2025-08-07 13F LFA - Lugano Financial Advisors SA 1,040 -25.71 44 -25.42
2025-07-18 13F Dogwood Wealth Management LLC 9 0
2025-05-09 13F Generation Capital Management LLC 0 -100.00 0
2025-07-02 13F S. R. Schill & Associates 48,900 3.14 2,110 4.67
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) 258,995 -0.02 11,173 1.44
2025-08-11 13F Aptus Capital Advisors, LLC 14,327 24.25 618 26.12
2025-08-11 13F Root Financial Partners, LLC 13,721 0.00 592 1.37
2025-08-05 13F Optivise Advisory Services LLC 5,230 -2.57 226 -1.32
2025-07-14 13F Rooted Wealth Advisors, Inc. 44,815 14.72 1,918 19.13
2025-07-28 13F Harbour Investments, Inc. 10,628 4.76 458 6.26
2025-07-31 13F/A Avion Wealth 825 0.00 0
2025-07-11 13F My Legacy Advisors, LLC 171,103 3.95 7,335 4.82
2025-07-08 13F Atwood & Palmer Inc 436,172 52.50 18,816 54.72
2025-04-16 13F GEN Financial Management, INC. 0 -100.00 0
2025-04-09 13F Harbor Investment Advisory, Llc 0 -100.00 0
2025-08-08 13F Atlantic Trust, LLC 67 3
2025-07-23 NP WAHYX - Western Asset High Yield Fund Class I 51,900 2,216
2025-08-13 13F Prossimo Advisors, LLC 5,567 -13.48 0
2025-08-06 13F Sage Advisory Services, Ltd.Co. 124,423 6.05 5,368 7.60
2025-07-15 13F Norden Group Llc 26,924 10.47 1,162 12.07
2025-08-07 13F Summit X, LLC 6,150 -0.98 265 0.38
2025-08-14 13F Stifel Financial Corp 383,821 15.49 16,558 17.18
2025-07-02 13F Central Pacific Bank - Trust Division 92,443 833.01 3,988 847.03
2025-07-15 13F Carr Financial Group Corp 27,805 12.96 1,199 14.63
2025-08-12 13F O'shaughnessy Asset Management, Llc 148,889 105.27 6,423 108.27
2025-08-05 13F Summit Investment Advisory Services, LLC 10,789 465
2025-07-23 13F TPG Financial Advisors, LLC 9,960 5.01 430 6.45
2025-08-13 13F/A Claudia M.p. Batlle, Crp (r) Llc 21,024 12.86 907 14.39
2025-08-14 13F Acorn Wealth Advisors, LLC 7,762 0.69 335 2.14
2025-08-08 13F Hartland & Co., LLC 260,974 70.62 11,258 73.12
2025-07-23 13F Independent Solutions Wealth Management, LLC 61,934 10.04 2,672 11.62
2025-07-28 NP JSOSX - JPMorgan Strategic Income Opportunities Fund Class I 442,500 18,895
2025-07-16 13F Perigon Wealth Management, LLC 50,016 12.27 2,158 13.89
2025-08-26 NP TFPN - Blueprint Chesapeake Multi-Asset Trend ETF 48,762 58.66 2,104 61.03
2025-08-05 13F Towercrest Capital Management 141,807 -0.02 6,118 1.43
2025-07-24 13F Advanced Asset Management Advisors Inc 14,800 0.00 638 1.43
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-07-16 13F Northern Oak Wealth Management Inc 54,022 9.58 2,331 11.16
2025-08-14 13F Integrated Wealth Concepts LLC 135,890 -40.19 5,862 -39.32
2025-05-14 13F BNP Paribas Asset Management Holding S.A. 0 -100.00 0 -100.00
2025-06-24 NP MDAKX - MainStay Moderate ETF Allocation Fund Class C 18,466 -79.75 781 -80.16
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 85,462 -89.19 3,687 -89.04
2025-08-15 13F Morgan Stanley 3,009,970 18.94 129,850 20.68
2025-07-16 13F Diversified Enterprises, LLC 8,781 5.90 379 7.39
2025-08-04 13F Pensionmark Financial Group, Llc 44,847 -49.88 1,935 -49.16
2025-08-08 13F Larson Financial Group LLC 3,139 -29.14 135 -28.19
2025-07-03 13F First Hawaiian Bank 24,072 -23.83 1,038 -22.71
2025-08-14 13F Transamerica Financial Advisors, Inc. 6 0.00 0
2025-07-30 NP HCYAX - HILTON TACTICAL INCOME FUND Investor Class 88,100 53.31 3,762 51.23
2025-08-11 13F Cascade Wealth Advisors, Inc 252,550 -15.79 10,837 -13.18
2025-07-23 13F Friedenthal Financial 86,063 6.31 3,713 7.84
2025-08-06 13F Vantage Financial Partners, LLC 4,866 -61.07 210 -60.64
2025-06-24 NP MOEAX - MainStay Growth ETF Allocation Fund Class A 15,617 -79.96 661 -80.38
2025-08-05 13F Financial Sense Advisors, Inc. 152,590 6,583
2025-07-08 13F Morris Retirement Advisors, LLC 8,965 -2.69 387 -1.28
2025-07-24 13F WMG Financial Advisors, LLC 6,809 8.53 294 10.15
2025-08-14 13F GWM Advisors LLC 19,752 6.71 852 8.26
2025-07-21 13F Jmac Enterprises Llc 93,811 6.60 4,047 8.18
2025-07-24 13F KFA Private Wealth Group, LLC 10,687 1.63 461 3.13
2025-08-07 13F Kestra Private Wealth Services, Llc 96,046 155.69 4,143 159.42
2025-05-09 13F Probity Advisors, Inc. 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 1,597 69
2025-07-31 13F Kathleen S. Wright Associates Inc. 5,321 -1.32 230 0.00
2025-04-16 13F Fortitude Family Office, LLC 0 -100.00 0
2025-04-29 13F Financial Network Wealth Management LLC 2,993 0
2025-08-06 13F Savant Capital, LLC 8,330 359
2025-08-13 13F Continuum Advisory, LLC 52,395 9.58 2,260 11.17
2025-08-12 13F Cumberland Partners Ltd 5,110 -2.52 220 -0.90
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 231,911 0.61 10,005 2.08
2025-07-31 13F GLOBALT Investments LLC / GA 11,647 -10.24 502 -8.89
2025-07-23 13F Trifecta Capital Advisors, LLC 25 0.00 1 0.00
2025-08-04 13F Integrity Alliance, Llc. 110,233 -21.15 4,755 -20.00
2025-08-14 13F Foronjy Financial Llc 236,958 10,222
2025-08-08 13F Mjp Associates Inc /adv 5,217 0.00 225 1.81
2025-07-24 13F IFP Advisors, Inc 21,950 42.68 947 44.65
2025-04-11 13F Verum Partners LLC 0 -100.00 0
2025-08-13 13F Brown Advisory Inc 5,330 230
2025-08-13 13F Baker Avenue Asset Management, LP 494,622 2.46 21,338 3.95
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 105,287 81.47 4,542 84.18
2025-08-14 13F Capstone Investment Advisors, Llc 234,101 18.17 10,099 19.90
2025-08-12 13F CIBC Private Wealth Group, LLC 3,504 43.43 151 52.53
2025-08-05 13F Allstate Corp 66,627 -31.84 2,874 -30.85
2025-07-29 13F Angeles Wealth Management, Llc 1,183 51
2025-08-07 13F Efficient Advisors, LLC 0 -100.00 0
2025-08-13 13F Hsbc Holdings Plc 37,210 2.54 1,605 4.02
2025-08-13 13F Summit Wealth Group Llc / Co 5,134 221
2025-08-29 NP BRMSX - Bramshill Income Performance Fund Institutional Class 24,080 -84.28 1,039 -84.06
2025-05-08 13F Endeavor Private Wealth, Inc. 0 -100.00 0
2025-08-04 13F Buck Wealth Strategies, LLC 6,337 273
2025-08-12 13F Nuveen, LLC 196,241 8,466
2025-08-12 13F Edmond De Rothschild Holding S.a. 365 -47.48 16 -48.28
2025-07-14 13F Financial Advisory Partners, Llc 217,415 -45.77 9,379 -44.98
2025-08-12 13F Investments & Financial Planning, LLC 45,093 5.63 1,945 7.16
2025-03-24 13F Fulcrum Equity Management 0 -100.00 0
2025-08-13 13F Lido Advisors, LLC 6,951 300
2025-08-13 13F SageView Advisory Group, LLC 107,992 0.47 4,649 1.73
2025-08-13 13F Mount Yale Investment Advisors, LLC 4,577 197
2025-07-22 13F Integrated Capital Management, LLC 7,596 1.92 0
2025-08-14 13F Mendel Capital Management LLC 15,289 -2.80 660 -1.35
2025-08-11 13F Compass Capital Corp /ma/ /adv 16,251 697
2025-05-07 13F Ridgewood Investments LLC 0 -100.00 0
2025-04-08 13F Private Client Services, Llc 0 -100.00 0
2025-08-27 NP FFSAX - Touchstone Flexible Income Fund Class A 21,942 -84.49 947 -84.27
2025-07-08 13F Goldstone Financial Group, LLC 72,235 3.27 3,104 4.34
2025-07-09 13F Procyon Private Wealth Partners, LLC 5,187 -4.16 224 -3.04
2025-07-16 13F RWM Asset Management, LLC 0 -100.00 0
2025-07-17 13F Johnson Bixby & Associates, LLC 28,343 -6.05 1,223 -4.68
2025-07-25 13F We Are One Seven, LLC 205,574 5.62 8,868 7.17
2025-08-14 13F Fwl Investment Management, Llc 2,156 1,290.97 93 1,450.00
2025-08-14 13F Permanens Capital L.P. 881,749 38,039
2025-04-17 13F Cyndeo Wealth Partners, LLC 0 -100.00 0
2025-08-01 13F GoalVest Advisory LLC 2,618 113
2025-07-31 13F Kornitzer Capital Management Inc /ks 16,798 0.00 725 1.40
2025-08-19 13F Newbridge Financial Services Group, Inc. 5,422 513.35 234 529.73
2025-07-29 13F Sigma Investment Counselors Inc 114,692 -0.42 4,948 1.02
2025-08-12 13F Jpmorgan Chase & Co 316,759 32.12 13,665 34.05
2025-08-12 13F Jaffetilchin Investment Partners, LLC 32,893 1.05 1,419 2.53
2025-07-22 13F Belpointe Asset Management LLC 334,355 14,424
2025-07-25 13F Allspring Global Investments Holdings, LLC 447,528 0.00 19,306 1.46
2025-08-07 13F Greystone Financial Group, LLC 0 -100.00 0
2025-06-26 NP BlackRock ETF Trust II - BlackRock Total Return ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,336 31.20 480 28.76
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 109,054 11.24 4,686 12.43
2025-08-15 13F Partners Value Investments LP 0 -100.00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 0 -100.00 0
2025-08-13 13F Truvestments Capital Llc 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 4,530 134.72 195 137.80
2025-08-14 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 33,500 0.00 1,440 1.27
2025-08-04 13F Twin City Private Wealth, Llc 2,785 0.04 120 1.69
2025-08-11 13F Bellwether Advisors, LLC 714 0.00 31 0.00
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-07-11 13F Kingstone Capital Partners Texas, LLC 2,374,404 99
2025-08-14 13F Ancora Advisors, LLC 33 0.00 1 0.00
2025-07-24 13F KC Investment Advisors, LLC 26,621 -46.44 1,148 -45.67
2025-08-07 13F Winthrop Capital Management, LLC 20 0.00 0
2025-05-12 13F Delphi Financial Group, Inc. 0 -100.00 0
2025-06-25 NP PCLRX - PGIM INCOME BUILDER FUND Class R 54,432 0.18 2,304 -1.79
2025-08-05 13F Mission Wealth Management, Lp 18,085 -23.91 780 -22.77
2025-08-05 13F Bank of New York Mellon Corp 818,046 0.34 35,291 1.81
2025-08-11 13F Principal Securities, Inc. 23,482 24.68 1,013 26.31
2025-08-26 NP Blackrock Floating Rate Income Trust This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,000 0.00 216 1.42
2025-08-14 13F Benjamin Edwards Inc 53,203 2,295
2025-07-15 13F Patriot Investment Management Inc. 11,167 0.00 482 1.48
2025-08-15 13F Equitable Holdings, Inc. 58,978 5.48 2,544 7.03
2025-04-16 13F NorthCrest Asset Manangement, LLC 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 19,298 -3.27 833 -1.89
2025-07-24 13F Comprehensive Money Management Services LLC 8,990 1.12 388 2.38
2025-08-13 13F Portfolio Design Labs, LLC 0 -100.00 0
2025-07-30 13F Wallace Advisory Group, LLC 6,907 0.06 294 -0.34
2025-07-16 13F Twelve Points Wealth Management LLC 14,947 182.93 645 187.50
2025-08-28 NP SYMIX - AlphaCentric Symmetry Strategy Fund Class I 5,817 -1.87 251 -0.79
2025-08-13 13F Idaho Trust Bank 31,845 -2.57 1,373 -1.15
2025-07-18 13F Truist Financial Corp 404,290 18.28 17,441 20.01
2025-08-11 13F Howard Wealth Management, Llc 7,050 28.88 304 31.03
2025-08-12 13F AlphaCore Capital LLC 14,547 0.28 628 1.79
2025-07-30 13F Whittier Trust Co 2,513 0.00 108 1.89
2025-07-18 13F SOA Wealth Advisors, LLC. 0 -100.00 0
2025-08-06 13F Round Rock Advisors, LLC 19,071 0.20 823 1.61
2025-08-14 13F Redwood Financial Network Corp 9,009 0.00 389 1.31
2025-05-06 13F Roundview Capital LLC 0 -100.00 0
2025-08-06 13F Paladin Advisory Group, LLC 0 -100.00 0
2025-07-30 13F Bogart Wealth, LLC 134 396.30 6 400.00
2025-07-28 13F Essex LLC 82,338 71.69 3,552 74.20
2025-08-01 13F Rossby Financial, LCC 6,380 -0.34 275 1.48
2025-07-31 13F Cabot Wealth Management Inc 0 -100.00 0
2025-08-08 13F Creative Planning 534,206 -4.17 23,046 -2.77
2025-08-07 13F Allworth Financial LP 190 0.00 8 0.00
2025-08-13 13F Jones Financial Companies Lllp 80,307 25.77 3,456 27.34
2025-08-14 13F Financial Network Wealth Advisors LLC 11,062 -0.76 477 0.85
2025-08-05 13F Sigma Planning Corp 67,206 4.78 2,899 6.31
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0 -100.00
2025-07-22 13F Simplicity Wealth,LLC 7,337 0.00 317 1.61
2025-08-13 13F Renaissance Technologies Llc 60,100 -76.35 2,593 -76.01
2025-07-17 13F Western Financial Corp/CA 34,010 0.48 1,467 1.95
2025-08-05 13F GPS Wealth Strategies Group, LLC 719 448.85 31 520.00
2025-04-23 13F Valmark Advisers, Inc. 0 -100.00 0 -100.00
2025-08-14 13F Ssi Investment Management Llc 187,827 8,103
2025-08-15 13F Global View Capital Management LLC 5,158 -32.35 223 -31.48
2025-08-06 13F Commonwealth Equity Services, Llc 3,167,324 -17.41 137 -16.56
2025-08-14 13F City National Bank Of Florida /msd 7,337 0.00 317 1.61
2025-08-14 13F Hurley Capital, LLC 556 0.00 24 0.00
2025-08-18 13F Front Row Advisors LLC 180 -40.00 8 -41.67
2025-07-30 13F D.a. Davidson & Co. 10,216 -2.95 441 -1.57
2025-07-28 13F Holistic Planning, LLC 14,818 2.48 639 4.07
2025-07-10 13F Klaas Financial Asset Advisors, LLC 49,524 4.24 2,136 5.74
2025-08-14 13F Snowden Capital Advisors LLC 9,962 2.73 430 4.13
2025-08-13 13F Capital Advisors Wealth Management, LLC 7,621 1.84 329 3.14
Other Listings
MX:SHYG
CL:SHYG
CL:SHYG CL
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista