HYDB institutional holders

iShares High Yield Systematic Bond ETF · 209 reporting institutions · $1.1B reported value

Funds that can replace HYDB · HYDB return decomposition

Institutional holdings

Institutions reporting HYDB, largest first
InstitutionReported positionAdvisors at firmReport period
Renaissancere Holdings Ltd$236.5M02026-06-30
Factory Mutual Insurance Co$99M02026-06-30
Lpl Financial LLC$73.4M23,4582026-06-30
Wealthspire Advisors, LLC$72M2372026-06-30
Bank of America Corp /de$68M02026-06-30
Ameriprise Financial Inc$34.7M02026-06-30
Apollon Wealth Management, LLC$32.3M1512026-06-30
Morgan Stanley$31.4M23,1852026-06-30
Envestnet Pmc$23.6M602026-06-30
Shp Wealth Management$23.1M322026-06-30
Savvy Advisors, Inc.$21.7M2142026-06-30
Capital Investment Counsel, LLC$20.8M52026-06-30
Liberty Square Wealth Partners LLC$20.5M52026-06-30
Cornerstone Planning Group LLC$18.7M232026-06-30
Manning & Napier Advisors LLC$16M422026-06-30
Boyd Wealth Management, LLC$15.1M52026-06-30
Avior Wealth Management, LLC$14.9M692026-06-30
Ima Advisory Services, Inc.$13.9M482026-06-30
Osaic Holdings, Inc.$13.1M02026-06-30
Cetera Investment Advisers$11.5M10,3702026-06-30
Outlook Wealth Advisors, LLC$11.3M62026-06-30
Tl Private Wealth$11.2M42026-06-30
Raymond James Financial Inc$9.5M02026-06-30
State of New Jersey Common Pension Fund D$9.4M02026-06-30
Daybright Advisory Services, Inc.$7M192026-06-30
Equitable Holdings, Inc.$6.8M02026-06-30
Cottonwood Capital Advisors, LLC$6.5M22026-06-30
Envestnet Portfolio Solutions, Inc.$5.9M32026-06-30
Waverly Advisors, LLC$5.7M2312026-06-30
Beacon Financial Planning, Inc$5.5M62026-06-30
Captrust Financial Advisors$5.5M9622026-06-30
Triad Wealth Partners, LLC$5.2M492026-06-30
First Citizens Bank & Trust Co$5.2M02026-06-30
Pinnacle Financial Partners, Inc.$5.2M02026-06-30
Jpmorgan Chase & Co$4.8M02026-06-30
Sax Wealth Advisors, LLC$4.7M422026-06-30
Mascagni Wealth Management, Inc.$4.5M32026-06-30
Provident Living Financial Services, Inc.$4.5M32026-06-30
Ifp Advisors, Inc$4.3M3182026-06-30
Dynamic$3.7M752026-06-30
UBS Group AG$3.7M02026-06-30
MML Investors Services, LLC$3.3M5,1202026-06-30
Simplicity Wealth, LLC$3.3M02026-06-30
Sanctuary Advisors, LLC$3.3M4012026-06-30
Ma Private Wealth$2.9M52026-06-30
Assetmark, Inc$2.8M2202026-06-30
Jane Street Group, LLC$2.6M02026-06-30
Correct Capital Wealth Management$2.5M72026-06-30
Retirement Planning Group, LLC / NY$2.5M02026-06-30
Truist Financial Corp$2.3M02026-06-30
Kestra Advisory Services, LLC$2.3M1,4792026-06-30
Advisory Resource Group$2.3M82026-06-30
Tfb Advisors LLC$2.2M182026-06-30
Synovus Financial Corp$2.2M02025-09-30
Commonwealth Equity Services, LLC$2.1M2,8632026-06-30
Lanark Financial, Inc.$2M692026-06-30
J.W. Cole Advisors, Inc.$2M4992026-06-30
Apollon Financial, LLC$2M202026-06-30
Sovran Advisors, LLC$2M702026-06-30
Continuum Advisory, LLC$1.7M402026-06-30
Cranbrook Wealth Management, LLC$1.7M52026-06-30
Leo Wealth, LLC$1.7M152026-03-31
PNC Financial Services Group, Inc.$1.7M02026-06-30
Strategic Blueprint, LLC$1.6M552026-06-30
Talisman Wealth Advisors LLC$1.6M22026-06-30
Hightower Advisors, LLC$1.5M1,0462026-06-30
Roi Financial Advisors, LLC$1.5M22026-06-30
Avestar Capital, LLC$1.5M132026-06-30
Seamount Financial Group Inc$1.5M62026-06-30
Rooted Wealth Advisors, Inc.$1.3M82026-06-30
Rockefeller Capital Management LP$1.3M3462026-06-30
Stifel Financial Corp$1.3M02026-06-30
Arkadios Wealth Advisors$1M2262026-06-30
Allworth Financial, LP$1M3172026-06-30
Northwestern Mutual Wealth Management Co$983.7K02026-06-30
Dynasty Wealth Management, LLC$972.4K142026-06-30
Farther Finance Advisors, LLC$909.4K3342026-06-30
Tidemark, LLC$890.3K82026-06-30
Wealthcare Advisory Partners LLC$888.3K1702026-06-30
Turning Point Benefit Group, Inc.$780.2K152026-06-30
Keystone Wealth Services, LLC$724.1K122026-06-30
Onyx Bridge Wealth Group LLC$722.7K222026-06-30
Kingsview Wealth Management, LLC$681.4K1152026-06-30
Riverchase Wealth Management, LLC$677.9K32026-06-30
First Citizens Asset Management, Inc.$675.7K732026-06-30
Watershed Private Wealth LLC$653.7K32026-06-30
Ae Wealth Management LLC$653K4712026-06-30
Principal Securities, Inc.$603.8K1,4632026-06-30
Private Advisor Group, LLC$589.1K9272026-06-30
Sagespring Wealth Partners$583.2K1262026-06-30
Strategic Planning Group, LLC$579.3K82026-06-30
Exchange Traded Concepts, LLC$573.2K02026-06-30
Independent Advisor Alliance, LLC$569.1K3022026-06-30
Cerity Partners LLC$550.9K7772026-06-30
Regal Investment Advisors LLC$549.8K1172026-06-30
Nbt Bank, N.A.$531K02026-06-30
US Bancorp$528.1K02026-06-30
Integrity Alliance, Llc.$489.2K3532026-06-30
Keating Financial Advisory Services, Inc.$472.2K252026-06-30
Spire Wealth Management$465.7K32026-06-30
Jpl Wealth Management, LLC$462.3K22026-06-30
Breakwater Capital Group$452.3K52026-06-30
Modern Wealth Management, LLC$449.9K1612026-06-30
Pacific Sun Financial Corp$427.5K32026-06-30
Merit Financial Group, LLC$425.3K2952026-06-30
Capital Investment Advisors, LLC$415.3K592026-06-30
Copperleaf Capital, LLC$406.3K42025-09-30
Arax Advisory Partners$405.6K2322026-06-30
Embree Financial Group$400.8K132026-06-30
Ameriflex Group, Inc.$399.8K2122026-06-30
Hennion & Walsh Asset Management, Inc.$398.1K712026-06-30
Fifth Third Bancorp$389.3K02026-06-30
Balanced Rock Investment Advisors LLC$368.8K52026-06-30
Tbh Global Asset Management, LLC$357.9K132026-06-30
Newedge Advisors$347.5K6012026-06-30
Prime Capital Financial$340.7K2652026-06-30
Journey Strategic Wealth LLC$338.5K02026-03-31
Openarc Corporate Advisory, LLC$326.1K1232026-06-30
Perigon Wealth Management, LLC$323.7K922026-06-30
U.S. Capital Wealth Advisors, LLC$320.1K02026-03-31
Choreo, LLC$317.3K1482026-06-30
Unique Wealth Strategies, LLC$295K52026-06-30
Regatta Capital Group, LLC$280.1K142026-06-30
Aptus Capital Advisors, LLC$275.6K212026-06-30
Flagship Harbor Advisors, LLC$272.6K602026-06-30
Oxinas Partners Wealth Management$272.3K72026-06-30
Royal Bank of Canada$261K02026-06-30
Pfg Advisors$255.6K832026-06-30
Pennsylvania Capital Management Inc /adv$253.4K52026-06-30
Everest Financial Group LLC$250.3K122026-06-30
Integrated Wealth Concepts LLC$249.7K4802026-06-30
Dahring | Cusmano LLC$247.8K92026-06-30
Stratos Wealth Partners, Ltd.$247.3K3862026-06-30
Ankerstar Wealth, LLC$247K62026-06-30
Summit Financial, LLC$244.8K2292026-06-30
Fmr LLC$244.7K02026-06-30
Cwm, LLC$239.8K6672026-03-31
5t Wealth, LLC$236.2K42026-06-30
Compound Planning, Inc.$233.8K752026-06-30
Kestra Investment Management, LLC$216.6K92026-06-30
Klcm Advisors, Inc.$209.2K52026-06-30
Tennessee Valley Asset Management Partners$204.2K252026-06-30
Creative Planning$203.2K1,1712026-06-30
Signet Financial Management, LLC$201.2K122026-03-31
The Goff Financial Group$201.2K22026-06-30
International Assets Investment Management, LLC$183.8K1222026-06-30
Comerica Bank$166.6K02025-12-31
Armor Investment Advisors, LLC$140.6K42026-06-30
Ashton Thomas Private Wealth, LLC$133.2K962026-06-30
Founders Financial Alliance, LLC$90K322026-06-30
Global Retirement Partners LLC$87.3K4912026-06-30
Adirondack Trust Co$76.2K02026-06-30
North Star Investment Management Corporation$55K112026-06-30
Keystone Financial Group, Inc.$53.5K72026-06-30
Steward Partners Investment Advisory, LLC$48.3K4812026-06-30
Bravera Wealth$39.4K02026-06-30
Harbour Investments, Inc.$34.7K2472026-06-30
Twin City Private Wealth, LLC$32.6K42026-06-30
Caitlin John, LLC$32K242026-06-30
Geneos Wealth Management, Inc.$29.7K1932026-06-30
Imprint Wealth LLC$27.8K22026-06-30
Sunbelt Securities, Inc.$26.6K632026-03-31
Trust Co of Vermont$18.7K02026-06-30
Ifg Advisory, LLC$16K1102026-06-30
Sofi Wealth, LLC$15.8K1102026-06-30
Private Trust Co NA$15.8K02026-06-30
Blackrock, Inc.$15K02026-06-30
Moisand Fitzgerald Tamayo, LLC$14.3K102026-06-30
Betterment LLC$13.9K282026-06-30
Plante Moran Financial Advisors$10.2K1312026-06-30
Harborfront Financial Group LLC$9.7K42026-06-30
St Germain D J Co Inc$8.9K02026-06-30
Asset Dedication, LLC$8.5K112026-06-30
Jfs Wealth Advisors, LLC$8.4K332026-06-30
Mosley Wealth Management$8.4K122026-06-30
Midwest Capital Advisors, LLC$8.2K82026-06-30
Corecap Advisors, LLC$7.3K1182026-06-30
Harbor Investment Advisory, LLC$6.9K312026-06-30
Milestone Investment Advisors LLC$6.5K72026-06-30
Fas Wealth Partners, Inc.$5.5K232026-06-30
Front Row Advisors LLC$4.6K72026-06-30
Rossby Financial, Lcc$3.3K312026-06-30
Collier Financial, Inc$2.6K12026-06-30
Capital Advisor Network LLC$2.4K82026-06-30
Org Partners LLC$2.4K02025-12-31
Eversource Wealth Advisors, LLC$2.3K772026-06-30
Advisornet Wealth Partners$1.9K582026-06-30
Rovin Capital /ut/ /adv$1.5K02025-12-31
Vision Retirement, LLC$93572026-06-30
Thoroughbred Financial Services, LLC$880342026-06-30
Cambridge Investment Research Advisors, Inc.$7793,9402026-03-31
Richard W. Paul & Associates, LLC$74872026-06-30
Tower Research Capital LLC (trc)$70202026-06-30
Janney Montgomery Scott LLC$5881,3422026-06-30
Fiduciary Financial Advisors$574512026-06-30
Creative Financial Designs Inc /adv$46802026-06-30
Hrt Financial LP$41202026-06-30
Park Avenue Securities LLC$4021,9082026-06-30
Strategic Wealth Partners, Ltd.$37402026-06-30
Guerra Advisors Inc$287172025-09-30
Opus Capital Group, LLC$28642026-06-30
Thrivent Financial for Lutherans$26202026-06-30
Avion Wealth$228122026-06-30
Bnp Paribas Financial Markets$9402026-06-30
Allspring Global Investments Holdings, LLC$6602026-06-30
Citigroup Inc$4702026-06-30
Maseco LLP$4782026-06-30
Wells Fargo & Company/mn$4002026-06-30
Tsfg, LLC$2162026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30