iShares High Yield Systematic Bond ETF(HYDB)

$46.57—

Chart

iShares High Yield Systematic Bond ETF(HYDB)

USBATS

$46.57—

Chart Studio

HYDB(HYDB)

HYDB

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 261 Institutional Holders

Holder	Shares	Date	Change	% Held
RENAISSANCERE HOLDINGS LTD	5.06M	Mar 31, 26	--	14.45%
FACTORY MUTUAL INSURANCE CO	2.12M	Mar 31, 26	--	6.05%
Wealthspire Advisors, LLC	1.51M	Mar 31, 26	+87.25K	4.33%
BANK OF AMERICA CORP /DE/	1.43M	Mar 31, 26	-1.78M	4.08%
LPL Financial LLC	1.19M	Mar 31, 26	+38.53K	3.39%
AMERIPRISE FINANCIAL INC	932.60K	Mar 31, 26	+375.58K	2.67%
ENVESTNET ASSET MANAGEMENT INC	719.87K	Mar 31, 26	-412.19K	2.06%
MORGAN STANLEY	504.16K	Mar 31, 26	+67.69K	1.44%
Apollon Wealth Management, LLC	484.19K	Mar 31, 26	+161.09K	1.38%
Capital Investment Counsel, LLC	428.19K	Mar 31, 26	+13.34K	1.22%
LIBERTY SQUARE WEALTH PARTNERS LLC	394.13K	Mar 31, 26	+64.92K	1.13%
Cornerstone Planning Group LLC	385.86K	Mar 31, 26	+32.93K	1.10%
Savvy Advisors, Inc.	373.84K	Mar 31, 26	+155.56K	1.07%
Betterment LLC	364.71K	Mar 31, 26	+19.87K	1.04%
BlueStem Wealth Partners, LLC	357.58K	Mar 31, 26	+357.58K	1.02%
IMA Wealth, Inc.	293.36K	Mar 31, 26	-1.48K	0.84%
Cetera Investment Advisers	288.51K	Mar 31, 26	-13.29K	0.82%
Boyd Wealth Management, LLC	288.50K	Mar 31, 26	+288.50K	0.82%
Outlook Wealth Advisors, LLC	247.33K	Mar 31, 26	-28.78K	0.71%
TL Private Wealth	226.92K	Mar 31, 26	+7.09K	0.65%
ADVISOR GROUP HOLDINGS, INC.	222.12K	Mar 31, 26	-28.16K	0.63%
MANNING & NAPIER ADVISORS LLC	217.38K	Mar 31, 26	+95.43K	0.62%
State of New Jersey Common Pension Fund D	200.00K	Mar 31, 26	--	0.57%
RAYMOND JAMES FINANCIAL INC	190.52K	Mar 31, 26	+18.90K	0.54%
Private Advisor Group, LLC	172.62K	Mar 31, 26	+103.44K	0.49%
MA Private Wealth	155.84K	Mar 31, 26	-47.12K	0.45%
JANE STREET GROUP, LLC	154.88K	Mar 31, 26	+132.82K	0.44%
CAPTRUST FINANCIAL ADVISORS	142.03K	Mar 31, 26	-18.46K	0.41%
COTTONWOOD CAPITAL ADVISORS, LLC	134.10K	Mar 31, 26	+9.55K	0.38%
Envestnet Portfolio Solutions, Inc.	125.79K	Mar 31, 26	+96.74K	0.36%
Equitable Holdings, Inc.	122.76K	Mar 31, 26	+112.65K	0.35%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	119.31K	Mar 31, 26	-98.50K	0.34%
Waverly Advisors, LLC	116.60K	Mar 31, 26	+3.62K	0.33%
BEACON FINANCIAL PLANNING, INC	105.42K	Mar 31, 26	+32.20K	0.30%
Mascagni Wealth Management, Inc.	105.07K	Mar 31, 26	+3.14K	0.30%
FIRST CITIZENS BANK & TRUST CO	104.98K	Mar 31, 26	+104.98K	0.30%
Triad Wealth Partners, LLC	101.89K	Mar 31, 26	+16.37K	0.29%
SAX WEALTH ADVISORS, LLC	101.20K	Mar 31, 26	-2.31K	0.29%
JPMORGAN CHASE & CO	90.66K	Mar 31, 26	-113.31K	0.26%
IFP Advisors, Inc	86.33K	Mar 31, 26	+23.45K	0.25%
MML INVESTORS SERVICES, LLC	79.70K	Mar 31, 26	-115.03K	0.23%
Kestra Advisory Services, LLC	76.47K	Mar 31, 26	-33.08K	0.22%
Dynamic Advisor Solutions LLC	69.21K	Mar 31, 26	+6.79K	0.20%
Mariner, LLC	67.98K	Mar 31, 26	+67.98K	0.19%
COMMONWEALTH EQUITY SERVICES, LLC	59.26K	Mar 31, 26	+14.77K	0.17%
Sanctuary Advisors, LLC	58.79K	Mar 31, 26	-36.34K	0.17%
ASSETMARK, INC	58.38K	Mar 31, 26	-18.48K	0.17%
RETIREMENT PLANNING GROUP, LLC / NY	56.02K	Mar 31, 26	+131	0.16%
Resources Investment Advisors, LLC.	55.17K	Mar 31, 26	-5.08K	0.16%
CORRECT CAPITAL WEALTH MANAGEMENT	54.32K	Mar 31, 26	-82	0.16%
TFB Advisors LLC	47.16K	Mar 31, 26	+5.14K	0.13%
Advisory Resource Group	45.59K	Mar 31, 26	+3.18K	0.13%
Onyx Bridge Wealth Group LLC	42.28K	Mar 31, 26	+28.29K	0.12%
Continuum Advisory, LLC	41.88K	Mar 31, 26	+43	0.12%
Sovran Advisors, LLC	40.36K	Mar 31, 26	+3.82K	0.12%
PNC FINANCIAL SERVICES GROUP, INC.	36.94K	Mar 31, 26	+35.29K	0.11%
Leo Wealth, LLC	36.90K	Mar 31, 26	+82	0.11%
THRIVENT FINANCIAL FOR LUTHERANS	36.63K	Mar 31, 26	+20.93K	0.10%
J.W. COLE ADVISORS, INC.	36.60K	Mar 31, 26	+2.36K	0.10%
ROI Financial Advisors, LLC	36.55K	Mar 31, 26	+1.56K	0.10%
Strategic Blueprint, LLC	33.68K	Mar 31, 26	+4.06K	0.10%
Cranbrook Wealth Management, LLC	33.12K	Mar 31, 26	+12.22K	0.09%
HighTower Advisors, LLC	32.17K	Mar 31, 26	+8.93K	0.09%
Avestar Capital, LLC	31.73K	Mar 31, 26	-225	0.09%
Apollon Financial, LLC	30.62K	Mar 31, 26	+14.59K	0.09%
UBS Group AG	30.03K	Mar 31, 26	-222.99K	0.09%
NBC SECURITIES, INC.	29.10K	Mar 31, 26	+27.97K	0.08%
SEAMOUNT FINANCIAL GROUP INC	28.67K	Mar 31, 26	+2.73K	0.08%
Rockefeller Capital Management L.P.	27.18K	Mar 31, 26	-3.83K	0.08%
Tidemark, LLC	24.50K	Mar 31, 26	-1.90K	0.07%
Allworth Financial LP	23.76K	Mar 31, 26	+663	0.07%
Farther Finance Advisors, LLC	23.08K	Mar 31, 26	+7.93K	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.94K	Mar 31, 26	+7.04K	0.07%
Arkadios Wealth Advisors	22.77K	Mar 31, 26	+1.95K	0.07%
PARK AVENUE SECURITIES LLC	22.26K	Mar 31, 26	-15.33K	0.06%
Trek Financial, LLC	20.41K	Mar 31, 26	+2.33K	0.06%
Wealthcare Advisory Partners LLC	19.40K	Mar 31, 26	+7.82K	0.06%
THOROUGHBRED FINANCIAL SERVICES, LLC	18.82K	Mar 31, 26	+11	0.05%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	18.16K	Mar 31, 26	-1.62K	0.05%
STIFEL FINANCIAL CORP	17.99K	Mar 31, 26	+13.70K	0.05%
Bank of New York Mellon Corp	17.23K	Mar 31, 26	-54.26K	0.05%
DAHRING \| CUSMANO LLC	16.89K	Mar 31, 26	-3.74K	0.05%
Cambridge Investment Research Advisors, Inc.	16.75K	Mar 31, 26	+1.74K	0.05%
Armor Investment Advisors, LLC	16.64K	Mar 31, 26	-110.39K	0.05%
Janney Montgomery Scott LLC	16.16K	Mar 31, 26	-2.65K	0.05%
RIVERCHASE WEALTH MANAGEMENT, LLC	15.06K	Mar 31, 26	+1.30K	0.04%
Keystone Wealth Services, LLC	14.84K	Mar 31, 26	+178	0.04%
SOL Capital Management CO	14.79K	Mar 31, 26	+14.79K	0.04%
Cerity Partners LLC	14.67K	Mar 31, 26	+535	0.04%
STRATEGIC PLANNING GROUP, LLC	14.61K	Mar 31, 26	-552.36K	0.04%
Kingsview Wealth Management, LLC	14.36K	Mar 31, 26	+72	0.04%
WATERSHED PRIVATE WEALTH LLC	14.03K	Mar 31, 26	+4.01K	0.04%
IHT Wealth Management, LLC	13.97K	Mar 31, 26	-9.00K	0.04%
Embree Financial Group	13.77K	Mar 31, 26	-2.06K	0.04%
First Citizens Asset Management, Inc.	13.66K	Mar 31, 26	+13.66K	0.04%
AE Wealth Management LLC	13.25K	Mar 31, 26	+4.81K	0.04%
PRINCIPAL SECURITIES, INC.	13.21K	Mar 31, 26	-3.78K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.13K	Mar 31, 26	+13.13K	0.04%
JPL Wealth Management, LLC	12.68K	Mar 31, 26	+3.82K	0.04%
Spire Wealth Management	12.37K	Mar 31, 26	+3.97K	0.04%
CITADEL ADVISORS LLC	12.36K	Mar 31, 26	+12.36K	0.04%
Independent Advisor Alliance	12.34K	Mar 31, 26	+4.03K	0.04%
NBT BANK N A /NY	12.08K	Mar 31, 26	+1.42K	0.03%
Kestra Investment Management, LLC	11.79K	Mar 31, 26	-525.75K	0.03%
US BANCORP \DE\	11.42K	Mar 31, 26	+1.88K	0.03%
EXCHANGE TRADED CONCEPTS, LLC	11.42K	Mar 31, 26	-556	0.03%
Dynasty Wealth Management, LLC	10.48K	Mar 31, 26	+10.48K	0.03%
Breakwater Capital Group	10.31K	Mar 31, 26	-968	0.03%
Regal Investment Advisors LLC	10.14K	Mar 31, 26	-5.27K	0.03%
Atomi Financial Group, Inc.	9.91K	Mar 31, 26	-7.03K	0.03%
Strategic Financial Concepts, LLC	9.69K	Mar 31, 26	-24.60K	0.03%
Merit Financial Group, LLC	9.38K	Mar 31, 26	+1.72K	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	9.18K	Mar 31, 26	+9.18K	0.03%
Hennion & Walsh Asset Management, Inc.	9.09K	Mar 31, 26	-5.60K	0.03%
Capital Investment Advisors, LLC	8.74K	Mar 31, 26	-882	0.02%
ROYAL BANK OF CANADA	8.01K	Mar 31, 26	-15.73K	0.02%
AMERIFLEX GROUP, INC.	7.89K	Mar 31, 26	+3.20K	0.02%
SAGESPRING WEALTH PARTNERS, LLC	7.83K	Mar 31, 26	+7.83K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	7.82K	Mar 31, 26	+7.82K	0.02%
TBH Global Asset Management, LLC	7.65K	Mar 31, 26	--	0.02%
Tennessee Valley Asset Management Partners	7.40K	Mar 31, 26	-72.22K	0.02%
Balanced Rock Investment Advisor	7.28K	Mar 31, 26	+185	0.02%
JOURNEY STRATEGIC WEALTH LLC	7.28K	Mar 31, 26	--	0.02%
Prime Capital Investment Advisors, LLC	7.23K	Mar 31, 26	-28	0.02%
U.S. Capital Wealth Advisors, LLC	6.88K	Mar 31, 26	-999	0.02%
Perigon Wealth Management, LLC	6.80K	Mar 31, 26	+76	0.02%
NewEdge Advisors, LLC	6.80K	Mar 31, 26	-1.36K	0.02%
CHOREO, LLC	6.67K	Mar 31, 26	+75	0.02%
5T Wealth, LLC	6.33K	Mar 31, 26	-3.45K	0.02%
Two West Capital Advisors LLC	6.29K	Mar 31, 26	+968	0.02%
Oxinas Partners Wealth Management LLC	6.27K	Mar 31, 26	-637	0.02%
REGATTA CAPITAL GROUP, LLC	5.99K	Mar 31, 26	--	0.02%
HRT FINANCIAL LP	5.98K	Mar 31, 26	+5.98K	0.02%
Founders Financial Alliance, LLC	5.92K	Mar 31, 26	-2.29K	0.02%
Opus Capital Group, LLC	5.75K	Mar 31, 26	-44	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	5.73K	Mar 31, 26	+65	0.02%
MERCER GLOBAL ADVISORS INC /ADV	5.71K	Mar 31, 26	+5.71K	0.02%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	5.33K	Mar 31, 26	+54	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	5.17K	Mar 31, 26	-543	0.01%
CWM, LLC	5.16K	Mar 31, 26	-208.19K	0.01%
Kelly Financial Services LLC	5.05K	Mar 31, 26	-457	0.01%
Sigma Planning Corp	4.99K	Mar 31, 26	+4.99K	0.01%
BOS Asset Management, LLC	4.55K	Mar 31, 26	+232	0.01%
Integrated Wealth Concepts LLC	4.52K	Mar 31, 26	+4.52K	0.01%
KLCM Advisors, Inc.	4.47K	Mar 31, 26	-402	0.01%
NORTHLAND SECURITIES, INC.	4.39K	Mar 31, 26	-595	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.35K	Mar 31, 26	-159	0.01%
Summit Financial, LLC	4.33K	Mar 31, 26	+4.33K	0.01%
SIGNET FINANCIAL MANAGEMENT, LLC	4.33K	Mar 31, 26	+4.33K	0.01%
PFG Advisors	4.32K	Mar 31, 26	+4.32K	0.01%
Matthew Goff Investment Advisor, LLC	4.30K	Mar 31, 26	+4.30K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.95K	Mar 31, 26	--	0.01%
FIFTH THIRD BANCORP	3.61K	Mar 31, 26	+3.61K	0.01%
Ashton Thomas Private Wealth, LLC	3.52K	Mar 31, 26	-837	0.01%
Aptus Capital Advisors, LLC	2.64K	Mar 31, 26	--	0.01%
MAI Capital Management	2.25K	Mar 31, 26	+25	0.01%
Keystone Financial Group, Inc.	2.04K	Mar 31, 26	-232	0.01%
Midwest Capital Advisors, LLC	1.76K	Mar 31, 26	-125	0.01%
ADIRONDACK TRUST CO	1.68K	Mar 31, 26	+800	0.00%
Transamerica Financial Advisors, Inc.	1.20K	Mar 31, 26	-4.71K	0.00%
North Star Investment Management Corp.	1.18K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	1.09K	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	1.06K	Mar 31, 26	+27	0.00%
Mosley Wealth Management	856	Mar 31, 26	+856	0.00%
Western Wealth Management, LLC	796	Mar 31, 26	+796	0.00%
JFS WEALTH ADVISORS, LLC	732	Mar 31, 26	-28.79K	0.00%
HARBOUR INVESTMENTS, INC.	731	Mar 31, 26	+647	0.00%
TWIN CITY PRIVATE WEALTH, LLC	694	Mar 31, 26	-56	0.00%
Caitlin John, LLC	684	Mar 31, 26	--	0.00%
SOFI WEALTH, LLC	677	Mar 31, 26	-321.73K	0.00%
Imprint Wealth LLC	583	Mar 31, 26	+48	0.00%
Sunbelt Securities, Inc.	571	Mar 31, 26	-22	0.00%
Geneos Wealth Management Inc.	568	Mar 31, 26	+68	0.00%
TSFG, LLC	454	Mar 31, 26	-92	0.00%
Scarborough Advisors, LLC	411	Mar 31, 26	-635	0.00%
PRIVATE TRUST CO NA	337	Mar 31, 26	-663	0.00%
BlackRock, Inc.	321	Mar 31, 26	-187.16K	0.00%
Moisand Fitzgerald Tamayo, LLC	306	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	296	Mar 31, 26	-1.77K	0.00%
WealthShield Partners, LLC	217	Mar 31, 26	--	0.00%
FMR LLC	207	Mar 31, 26	-421	0.00%
ST GERMAIN D J CO INC	190	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	189	Mar 31, 26	-65	0.00%
HARBOR INVESTMENT ADVISORY, LLC	148	Mar 31, 26	+148	0.00%
Milestone Investment Advisors LLC	140	Mar 31, 26	--	0.00%
FAS Wealth Partners, Inc.	118	Mar 31, 26	-32	0.00%
AdvisorNet Financial, Inc	115	Mar 31, 26	--	0.00%
Front Row Advisors LLC	100	Mar 31, 26	--	0.00%
Rossby Financial, LCC	71	Mar 31, 26	-21	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	58	Mar 31, 26	+58	0.00%
Collier Financial	54	Mar 31, 26	+1	0.00%
EverSource Wealth Advisors, LLC	52	Mar 31, 26	--	0.00%
Golden State Equity Partners	50	Mar 31, 26	+50	0.00%
WELLS FARGO & COMPANY/MN	22	Mar 31, 26	+1	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	15	Mar 31, 26	-9	0.00%
Root Financial Partners, LLC	10	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	10	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	8	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	7	Mar 31, 26	-32.40K	0.00%
CITIGROUP INC	1	Mar 31, 26	+1	0.00%
ALERUS FINANCIAL NA	1	Mar 31, 26	--	0.00%
MASECO LLP	1	Mar 31, 26	--	0.00%
Allspring Global Investments Holdings, LLC	1	Mar 31, 26	+1	0.00%
Colonial Trust Co / SC	--	Mar 31, 26	-196	--
Stratos Wealth Partners, LTD.	--	Mar 31, 26	-59.06K	--
MATHER GROUP, LLC.	--	Mar 31, 26	-4.75K	--
Pensionmark Financial Group, LLC	--	Mar 31, 26	-4.58K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-10.43K	--
LIBERTY WEALTH MANAGEMENT LLC	--	Mar 31, 26	-5.35K	--
Ascent Group, LLC	--	Mar 31, 26	-4.65K	--
Russell Investments Group, Ltd.	--	Mar 31, 26	-1	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-8.05K	--
Atria Investments, Inc	--	Mar 31, 26	-7.79K	--
Security Financial Services, INC.	--	Mar 31, 26	-35.22K	--
Smartleaf Asset Management LLC	--	Mar 31, 26	-37	--
RICHARDSON FINANCIAL SERVICES INC.	--	Mar 31, 26	-20	--
Systelligence, LLC	--	Mar 31, 26	-75.43K	--
Icon Wealth Advisors, LLC	--	Mar 31, 26	-7.57K	--
Operose Advisors LLC	--	Mar 31, 26	-10	--
Park Square Financial Group, LLC	--	Mar 31, 26	-166	--
Wells Financial Advisors INC	--	Mar 31, 26	-380	--
ShoreHaven Wealth Partners, LLC	--	Mar 31, 26	-7.00K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-53	--
Madrona Financial Services, LLC	--	Mar 31, 26	-7.58K	--
Foundations Investment Advisors, LLC	--	Mar 31, 26	-58.29K	--
NorthRock Partners, LLC	--	Mar 31, 26	-6.04K	--
ROVIN CAPITAL /UT/ /ADV	31.40K	Dec 31, 25	+1.94K	0.09%
Global Retirement Partners, LLC	4.97K	Dec 31, 25	-1.30K	0.01%
COMERICA BANK	3.52K	Dec 31, 25	-800	0.01%
TUCKER ASSET MANAGEMENT LLC	1.13K	Dec 31, 25	+1.13K	0.00%
SageView Advisory Group, LLC	306	Dec 31, 25	+306	0.00%
ORG Partners LLC	50	Dec 31, 25	--	0.00%
SYNOVUS FINANCIAL CORP	45.44K	Sep 30, 25	+16.60K	0.13%
Copperleaf Capital, LLC	8.49K	Sep 30, 25	-2.06K	0.02%
Guerra Advisors Inc	6	Sep 30, 25	+6	0.00%
AVANTAX ADVISORY SERVICES, INC.	57.45K	Jun 30, 25	+1.08K	0.16%
Summit X, LLC	46.94K	Jun 30, 25	-9.42K	0.13%
Atria Wealth Solutions, Inc.	23.02K	Jun 30, 25	-17.89K	0.07%
SUMMIT INVESTMENT ADVISORS, INC.	8.06K	Jun 30, 25	+150	0.02%
First Horizon Advisors, Inc.	3.15K	Jun 30, 25	-1.75K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	415	Jun 30, 25	+415	0.00%
COOK WEALTH MANAGEMENT GROUP LLC	14.79K	Mar 31, 25	+773	0.04%
Orion Portfolio Solutions, LLC	5.83K	Mar 31, 25	+884	0.02%
Spectrum Wealth Counsel, LLC	5.38K	Mar 31, 25	+522	0.02%
Peninsula Wealth, LLC	4.75K	Dec 31, 24	+4.75K	0.01%
WINTRUST INVESTMENTS LLC	613	Dec 31, 24	+146	0.00%
WR Wealth Planners, LLC	8	Dec 31, 24	-2	0.00%
Raymond James Financial Services Advisors, Inc.	54.76K	Sep 30, 24	-170.93K	0.16%
Family Asset Management, LLC	--	Sep 30, 24	-1.18K	--
Arden Trust Co	199.44K	Jun 30, 24	+2.55K	0.57%
Private Ocean, LLC	8.20K	Jun 30, 24	+8.20K	0.02%
Unique Wealth Strategies, LLC	3.27K	Jun 30, 24	+3.27K	0.01%
ICA Group Wealth Management, LLC	2.11K	Jun 30, 24	-1.10K	0.01%
BlackRock Inc.	428	Jun 30, 24	+112	0.00%
Cetera Advisors LLC	81.53K	Mar 31, 24	+55.33K	0.23%
Cetera Advisor Networks LLC	44.57K	Mar 31, 24	+16.25K	0.13%
WEALTHSOURCE PARTNERS, LLC	16.37K	Dec 31, 23	+16.37K	0.05%
Column Capital Advisors, LLC	691.37K	Sep 30, 23	+33.40K	1.98%
NEXT Financial Group, Inc	696	Dec 31, 21	+696	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	12.60K	Dec 31, 19	+9.37K	0.04%
Advisor Group, Inc.	6.61K	Dec 31, 19	+6.28K	0.02%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

RENAISSANCERE HOLDINGS LTD

5.06M

Mar 31, 26

14.45%

FACTORY MUTUAL INSURANCE CO

2.12M

Mar 31, 26

6.05%

Wealthspire Advisors, LLC

1.51M

Mar 31, 26

+87.25K

4.33%

BANK OF AMERICA CORP /DE/

1.43M

Mar 31, 26

-1.78M

4.08%

LPL Financial LLC

1.19M

Mar 31, 26

+38.53K

3.39%

AMERIPRISE FINANCIAL INC

932.60K

Mar 31, 26

+375.58K

2.67%

ENVESTNET ASSET MANAGEMENT INC

719.87K

Mar 31, 26

-412.19K

2.06%

MORGAN STANLEY

504.16K

Mar 31, 26

+67.69K

1.44%

Apollon Wealth Management, LLC

484.19K

Mar 31, 26

+161.09K

1.38%

Capital Investment Counsel, LLC

428.19K

Mar 31, 26

+13.34K

1.22%

LIBERTY SQUARE WEALTH PARTNERS LLC

394.13K

Mar 31, 26

+64.92K

1.13%

Cornerstone Planning Group LLC

385.86K

Mar 31, 26

+32.93K

1.10%

Savvy Advisors, Inc.

373.84K

Mar 31, 26

+155.56K

1.07%

Betterment LLC

364.71K

Mar 31, 26

+19.87K

1.04%

BlueStem Wealth Partners, LLC

357.58K

Mar 31, 26

+357.58K

1.02%

IMA Wealth, Inc.

293.36K

Mar 31, 26

-1.48K

0.84%

Cetera Investment Advisers

288.51K

Mar 31, 26

-13.29K

0.82%

Boyd Wealth Management, LLC

288.50K

Mar 31, 26

+288.50K

0.82%

Outlook Wealth Advisors, LLC

247.33K

Mar 31, 26

-28.78K

0.71%

TL Private Wealth

226.92K

Mar 31, 26

+7.09K

0.65%

ADVISOR GROUP HOLDINGS, INC.

222.12K

Mar 31, 26

-28.16K

0.63%

MANNING & NAPIER ADVISORS LLC

217.38K

Mar 31, 26

+95.43K

0.62%

State of New Jersey Common Pension Fund D

200.00K

Mar 31, 26

0.57%

RAYMOND JAMES FINANCIAL INC

190.52K

Mar 31, 26

+18.90K

0.54%

Private Advisor Group, LLC

172.62K

Mar 31, 26

+103.44K

0.49%

MA Private Wealth

155.84K

Mar 31, 26

-47.12K

0.45%

JANE STREET GROUP, LLC

154.88K

Mar 31, 26

+132.82K

0.44%

CAPTRUST FINANCIAL ADVISORS

142.03K

Mar 31, 26

-18.46K

0.41%

COTTONWOOD CAPITAL ADVISORS, LLC

134.10K

Mar 31, 26

+9.55K

0.38%

Envestnet Portfolio Solutions, Inc.

125.79K

Mar 31, 26

+96.74K

0.36%

Equitable Holdings, Inc.

122.76K

Mar 31, 26

+112.65K

0.35%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

119.31K

Mar 31, 26

-98.50K

0.34%

Waverly Advisors, LLC

116.60K

Mar 31, 26

+3.62K

0.33%

BEACON FINANCIAL PLANNING, INC

105.42K

Mar 31, 26

+32.20K

0.30%

Mascagni Wealth Management, Inc.

105.07K

Mar 31, 26

+3.14K

0.30%

FIRST CITIZENS BANK & TRUST CO

104.98K

Mar 31, 26

+104.98K

0.30%

Triad Wealth Partners, LLC

101.89K

Mar 31, 26

+16.37K

0.29%

SAX WEALTH ADVISORS, LLC

101.20K

Mar 31, 26

-2.31K

0.29%

JPMORGAN CHASE & CO

90.66K

Mar 31, 26

-113.31K

0.26%

IFP Advisors, Inc

86.33K

Mar 31, 26

+23.45K

0.25%

MML INVESTORS SERVICES, LLC

79.70K

Mar 31, 26

-115.03K

0.23%

Kestra Advisory Services, LLC

76.47K

Mar 31, 26

-33.08K

0.22%

Dynamic Advisor Solutions LLC

69.21K

Mar 31, 26

+6.79K

0.20%

Mariner, LLC

67.98K

Mar 31, 26

+67.98K

0.19%

COMMONWEALTH EQUITY SERVICES, LLC

59.26K

Mar 31, 26

+14.77K

0.17%

Sanctuary Advisors, LLC

58.79K

Mar 31, 26

-36.34K

0.17%

ASSETMARK, INC

58.38K

Mar 31, 26

-18.48K

0.17%

RETIREMENT PLANNING GROUP, LLC / NY

56.02K

Mar 31, 26

+131

0.16%

Resources Investment Advisors, LLC.

55.17K

Mar 31, 26

-5.08K

0.16%

CORRECT CAPITAL WEALTH MANAGEMENT

54.32K

Mar 31, 26

-82

0.16%

TFB Advisors LLC

47.16K

Mar 31, 26

+5.14K

0.13%

Advisory Resource Group

45.59K

Mar 31, 26

+3.18K

0.13%

Onyx Bridge Wealth Group LLC

42.28K

Mar 31, 26

+28.29K

0.12%

Continuum Advisory, LLC

41.88K

Mar 31, 26

+43

0.12%

Sovran Advisors, LLC

40.36K

Mar 31, 26

+3.82K

0.12%

PNC FINANCIAL SERVICES GROUP, INC.

36.94K

Mar 31, 26

+35.29K

0.11%

Leo Wealth, LLC

36.90K

Mar 31, 26

+82

0.11%

THRIVENT FINANCIAL FOR LUTHERANS

36.63K

Mar 31, 26

+20.93K

0.10%

J.W. COLE ADVISORS, INC.

36.60K

Mar 31, 26

+2.36K

0.10%

ROI Financial Advisors, LLC

36.55K

Mar 31, 26

+1.56K

0.10%

Strategic Blueprint, LLC

33.68K

Mar 31, 26

+4.06K

0.10%

Cranbrook Wealth Management, LLC

33.12K

Mar 31, 26

+12.22K

0.09%

HighTower Advisors, LLC

32.17K

Mar 31, 26

+8.93K

0.09%

Avestar Capital, LLC

31.73K

Mar 31, 26

-225

0.09%

Apollon Financial, LLC

30.62K

Mar 31, 26

+14.59K

0.09%

UBS Group AG

30.03K

Mar 31, 26

-222.99K

0.09%

NBC SECURITIES, INC.

29.10K

Mar 31, 26

+27.97K

0.08%

SEAMOUNT FINANCIAL GROUP INC

28.67K

Mar 31, 26

+2.73K

0.08%

Rockefeller Capital Management L.P.

27.18K

Mar 31, 26

-3.83K

0.08%

Tidemark, LLC

24.50K

Mar 31, 26

-1.90K

0.07%

Allworth Financial LP

23.76K

Mar 31, 26

+663

0.07%

Farther Finance Advisors, LLC

23.08K

Mar 31, 26

+7.93K

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

22.94K

Mar 31, 26

+7.04K

0.07%

Arkadios Wealth Advisors

22.77K

Mar 31, 26

+1.95K

0.07%

PARK AVENUE SECURITIES LLC

22.26K

Mar 31, 26

-15.33K

0.06%

Trek Financial, LLC

20.41K

Mar 31, 26

+2.33K

0.06%

Wealthcare Advisory Partners LLC

19.40K

Mar 31, 26

+7.82K

0.06%

THOROUGHBRED FINANCIAL SERVICES, LLC

18.82K

Mar 31, 26

+11

0.05%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

18.16K

Mar 31, 26

-1.62K

0.05%

STIFEL FINANCIAL CORP

17.99K

Mar 31, 26

+13.70K

0.05%

Bank of New York Mellon Corp

17.23K

Mar 31, 26

-54.26K

0.05%

DAHRING | CUSMANO LLC

16.89K

Mar 31, 26

-3.74K

0.05%

Cambridge Investment Research Advisors, Inc.

16.75K

Mar 31, 26

+1.74K

0.05%

Armor Investment Advisors, LLC

16.64K

Mar 31, 26

-110.39K

0.05%

Janney Montgomery Scott LLC

16.16K

Mar 31, 26

-2.65K

0.05%

RIVERCHASE WEALTH MANAGEMENT, LLC

15.06K

Mar 31, 26

+1.30K

0.04%

Keystone Wealth Services, LLC

14.84K

Mar 31, 26

+178

0.04%

SOL Capital Management CO

14.79K

Mar 31, 26

+14.79K

0.04%

Cerity Partners LLC

14.67K

Mar 31, 26

+535

0.04%

STRATEGIC PLANNING GROUP, LLC

14.61K

Mar 31, 26

-552.36K

0.04%

Kingsview Wealth Management, LLC

14.36K

Mar 31, 26

+72

0.04%

WATERSHED PRIVATE WEALTH LLC

14.03K

Mar 31, 26

+4.01K

0.04%

IHT Wealth Management, LLC

13.97K

Mar 31, 26

-9.00K

0.04%

Embree Financial Group

13.77K

Mar 31, 26

-2.06K

0.04%

First Citizens Asset Management, Inc.

13.66K

Mar 31, 26

+13.66K

0.04%

AE Wealth Management LLC

13.25K

Mar 31, 26

+4.81K

0.04%

PRINCIPAL SECURITIES, INC.

13.21K

Mar 31, 26

-3.78K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.13K

Mar 31, 26

+13.13K

0.04%

JPL Wealth Management, LLC

12.68K

Mar 31, 26

+3.82K

0.04%

Spire Wealth Management

12.37K

Mar 31, 26

+3.97K

0.04%

CITADEL ADVISORS LLC

12.36K

Mar 31, 26

+12.36K

0.04%

Independent Advisor Alliance

12.34K

Mar 31, 26

+4.03K

0.04%

NBT BANK N A /NY

12.08K

Mar 31, 26

+1.42K

0.03%

Kestra Investment Management, LLC

11.79K

Mar 31, 26

-525.75K

0.03%

US BANCORP \DE\

11.42K

Mar 31, 26

+1.88K

0.03%

EXCHANGE TRADED CONCEPTS, LLC

11.42K

Mar 31, 26

-556

0.03%

Dynasty Wealth Management, LLC

10.48K

Mar 31, 26

+10.48K

0.03%

Breakwater Capital Group

10.31K

Mar 31, 26

-968

0.03%

Regal Investment Advisors LLC

10.14K

Mar 31, 26

-5.27K

0.03%

Atomi Financial Group, Inc.

9.91K

Mar 31, 26

-7.03K

0.03%

Strategic Financial Concepts, LLC

9.69K

Mar 31, 26

-24.60K

0.03%

Merit Financial Group, LLC

9.38K

Mar 31, 26

+1.72K

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

9.18K

Mar 31, 26

+9.18K

0.03%

Hennion & Walsh Asset Management, Inc.

9.09K

Mar 31, 26

-5.60K

0.03%

Capital Investment Advisors, LLC

8.74K

Mar 31, 26

-882

0.02%

ROYAL BANK OF CANADA

8.01K

Mar 31, 26

-15.73K

0.02%

AMERIFLEX GROUP, INC.

7.89K

Mar 31, 26

+3.20K

0.02%

SAGESPRING WEALTH PARTNERS, LLC

7.83K

Mar 31, 26

+7.83K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

7.82K

Mar 31, 26

+7.82K

0.02%

TBH Global Asset Management, LLC

7.65K

Mar 31, 26

0.02%

Tennessee Valley Asset Management Partners

7.40K

Mar 31, 26

-72.22K

0.02%

Balanced Rock Investment Advisor

7.28K

Mar 31, 26

+185

0.02%

JOURNEY STRATEGIC WEALTH LLC

7.28K

Mar 31, 26

0.02%

Prime Capital Investment Advisors, LLC

7.23K

Mar 31, 26

-28

0.02%

U.S. Capital Wealth Advisors, LLC

6.88K

Mar 31, 26

-999

0.02%

Perigon Wealth Management, LLC

6.80K

Mar 31, 26

+76

0.02%

NewEdge Advisors, LLC

6.80K

Mar 31, 26

-1.36K

0.02%

CHOREO, LLC

6.67K

Mar 31, 26

+75

0.02%

5T Wealth, LLC

6.33K

Mar 31, 26

-3.45K

0.02%

Two West Capital Advisors LLC

6.29K

Mar 31, 26

+968

0.02%

Oxinas Partners Wealth Management LLC

6.27K

Mar 31, 26

-637

0.02%

REGATTA CAPITAL GROUP, LLC

5.99K

Mar 31, 26

0.02%

HRT FINANCIAL LP

5.98K

Mar 31, 26

+5.98K

0.02%

Founders Financial Alliance, LLC

5.92K

Mar 31, 26

-2.29K

0.02%

Opus Capital Group, LLC

5.75K

Mar 31, 26

-44

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

5.73K

Mar 31, 26

+65

0.02%

MERCER GLOBAL ADVISORS INC /ADV

5.71K

Mar 31, 26

+5.71K

0.02%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

5.33K

Mar 31, 26

+54

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

5.17K

Mar 31, 26

-543

0.01%

CWM, LLC

5.16K

Mar 31, 26

-208.19K

0.01%

Kelly Financial Services LLC

5.05K

Mar 31, 26

-457

0.01%

Sigma Planning Corp

4.99K

Mar 31, 26

+4.99K

0.01%

BOS Asset Management, LLC

4.55K

Mar 31, 26

+232

0.01%

Integrated Wealth Concepts LLC

4.52K

Mar 31, 26

+4.52K

0.01%

KLCM Advisors, Inc.

4.47K

Mar 31, 26

-402

0.01%

NORTHLAND SECURITIES, INC.

4.39K

Mar 31, 26

-595

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.35K

Mar 31, 26

-159

0.01%

Summit Financial, LLC

4.33K

Mar 31, 26

+4.33K

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

4.33K

Mar 31, 26

+4.33K

0.01%

PFG Advisors

4.32K

Mar 31, 26

+4.32K

0.01%

Matthew Goff Investment Advisor, LLC

4.30K

Mar 31, 26

+4.30K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.95K

Mar 31, 26

0.01%

FIFTH THIRD BANCORP

3.61K

Mar 31, 26

+3.61K

0.01%

Ashton Thomas Private Wealth, LLC

3.52K

Mar 31, 26

-837

0.01%

Aptus Capital Advisors, LLC

2.64K

Mar 31, 26

0.01%

MAI Capital Management

2.25K

Mar 31, 26

+25

0.01%

Keystone Financial Group, Inc.

2.04K

Mar 31, 26

-232

0.01%

Midwest Capital Advisors, LLC

1.76K

Mar 31, 26

-125

0.01%

ADIRONDACK TRUST CO

1.68K

Mar 31, 26

+800

0.00%

Transamerica Financial Advisors, Inc.

1.20K

Mar 31, 26

-4.71K

0.00%

North Star Investment Management Corp.

1.18K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

1.09K

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

1.06K

Mar 31, 26

+27

0.00%

Mosley Wealth Management

856

Mar 31, 26

+856

0.00%

Western Wealth Management, LLC

796

Mar 31, 26

+796

0.00%

JFS WEALTH ADVISORS, LLC

732

Mar 31, 26

-28.79K

0.00%

HARBOUR INVESTMENTS, INC.

731

Mar 31, 26

+647

0.00%

TWIN CITY PRIVATE WEALTH, LLC

694

Mar 31, 26

-56

0.00%

Caitlin John, LLC

684

Mar 31, 26

0.00%

SOFI WEALTH, LLC

677

Mar 31, 26

-321.73K

0.00%

Imprint Wealth LLC

583

Mar 31, 26

+48

0.00%

Sunbelt Securities, Inc.

571

Mar 31, 26

-22

0.00%

Geneos Wealth Management Inc.

568

Mar 31, 26

+68

0.00%

TSFG, LLC

454

Mar 31, 26

-92

0.00%

Scarborough Advisors, LLC

411

Mar 31, 26

-635

0.00%

PRIVATE TRUST CO NA

337

Mar 31, 26

-663

0.00%

BlackRock, Inc.

321

Mar 31, 26

-187.16K

0.00%

Moisand Fitzgerald Tamayo, LLC

306

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

296

Mar 31, 26

-1.77K

0.00%

WealthShield Partners, LLC

217

Mar 31, 26

0.00%

FMR LLC

207

Mar 31, 26

-421

0.00%

ST GERMAIN D J CO INC

190

Mar 31, 26

0.00%

CoreCap Advisors, LLC

189

Mar 31, 26

-65

0.00%

HARBOR INVESTMENT ADVISORY, LLC

148

Mar 31, 26

+148

0.00%

Milestone Investment Advisors LLC

140

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

118

Mar 31, 26

-32

0.00%

AdvisorNet Financial, Inc

115

Mar 31, 26

0.00%

Front Row Advisors LLC

100

Mar 31, 26

0.00%

Rossby Financial, LCC

Mar 31, 26

-21

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

Mar 31, 26

+58

0.00%

Collier Financial

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

Golden State Equity Partners

Mar 31, 26

+50

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

-9

0.00%

Root Financial Partners, LLC

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-32.40K

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

Mar 31, 26

0.00%

MASECO LLP

Mar 31, 26

0.00%

Allspring Global Investments Holdings, LLC

Mar 31, 26

0.00%

Colonial Trust Co / SC

Mar 31, 26

-196

Stratos Wealth Partners, LTD.

Mar 31, 26

-59.06K

MATHER GROUP, LLC.

Mar 31, 26

-4.75K

Pensionmark Financial Group, LLC

Mar 31, 26

-4.58K

Turning Point Benefit Group, Inc.

Mar 31, 26

-10.43K

LIBERTY WEALTH MANAGEMENT LLC

Mar 31, 26

-5.35K

Ascent Group, LLC

Mar 31, 26

-4.65K

Russell Investments Group, Ltd.

Mar 31, 26

-1

Diversify Advisory Services, LLC

Mar 31, 26

-8.05K

Atria Investments, Inc

Mar 31, 26

-7.79K

Security Financial Services, INC.

Mar 31, 26

-35.22K

Smartleaf Asset Management LLC

Mar 31, 26

-37

RICHARDSON FINANCIAL SERVICES INC.

Mar 31, 26

-20

Systelligence, LLC

Mar 31, 26

-75.43K

Icon Wealth Advisors, LLC

Mar 31, 26

-7.57K

Operose Advisors LLC

Mar 31, 26

-10

Park Square Financial Group, LLC

Mar 31, 26

-166

Wells Financial Advisors INC

Mar 31, 26

-380

ShoreHaven Wealth Partners, LLC

Mar 31, 26

-7.00K

OPTIMA CAPITAL LLC

Mar 31, 26

-53

Madrona Financial Services, LLC

Mar 31, 26

-7.58K

Foundations Investment Advisors, LLC

Mar 31, 26

-58.29K

NorthRock Partners, LLC

Mar 31, 26

-6.04K

ROVIN CAPITAL /UT/ /ADV

31.40K

Dec 31, 25

+1.94K

0.09%

Global Retirement Partners, LLC

4.97K

Dec 31, 25

-1.30K

0.01%

COMERICA BANK

3.52K

Dec 31, 25

-800

0.01%

TUCKER ASSET MANAGEMENT LLC

1.13K

Dec 31, 25

+1.13K

0.00%

SageView Advisory Group, LLC

306

Dec 31, 25

+306

0.00%

ORG Partners LLC

Dec 31, 25

0.00%

SYNOVUS FINANCIAL CORP

45.44K

Sep 30, 25

+16.60K

0.13%

Copperleaf Capital, LLC

8.49K

Sep 30, 25

-2.06K

0.02%

Guerra Advisors Inc

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

57.45K

Jun 30, 25

+1.08K

0.16%

Summit X, LLC

46.94K

Jun 30, 25

-9.42K

0.13%

Atria Wealth Solutions, Inc.

23.02K

Jun 30, 25

-17.89K

0.07%

SUMMIT INVESTMENT ADVISORS, INC.

8.06K

Jun 30, 25

+150

0.02%

First Horizon Advisors, Inc.

3.15K

Jun 30, 25

-1.75K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

415

Jun 30, 25

+415

0.00%

COOK WEALTH MANAGEMENT GROUP LLC

14.79K

Mar 31, 25

+773

0.04%

Orion Portfolio Solutions, LLC

5.83K

Mar 31, 25

+884

0.02%

Spectrum Wealth Counsel, LLC

5.38K

Mar 31, 25

+522

0.02%

Peninsula Wealth, LLC

4.75K

Dec 31, 24

+4.75K

0.01%

WINTRUST INVESTMENTS LLC

613

Dec 31, 24

+146

0.00%

WR Wealth Planners, LLC

Dec 31, 24

-2

0.00%

Raymond James Financial Services Advisors, Inc.

54.76K

Sep 30, 24

-170.93K

0.16%

Family Asset Management, LLC

Sep 30, 24

-1.18K

Arden Trust Co

199.44K

Jun 30, 24

+2.55K

0.57%

Private Ocean, LLC

8.20K

Jun 30, 24

+8.20K

0.02%

Unique Wealth Strategies, LLC

3.27K

Jun 30, 24

+3.27K

0.01%

ICA Group Wealth Management, LLC

2.11K

Jun 30, 24

-1.10K

0.01%

BlackRock Inc.

428

Jun 30, 24

+112

0.00%

Cetera Advisors LLC

81.53K

Mar 31, 24

+55.33K

0.23%

Cetera Advisor Networks LLC

44.57K

Mar 31, 24

+16.25K

0.13%

WEALTHSOURCE PARTNERS, LLC

16.37K

Dec 31, 23

+16.37K

0.05%

Column Capital Advisors, LLC

691.37K

Sep 30, 23

+33.40K

1.98%

NEXT Financial Group, Inc

696

Dec 31, 21

+696

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

12.60K

Dec 31, 19

+9.37K

0.04%

Advisor Group, Inc.

6.61K

Dec 31, 19

+6.28K

0.02%