SHYM institutional holders

iShares Short Duration High Yield Muni Active ETF · 156 reporting institutions · $459.7M reported value

Funds that can replace SHYM · SHYM return decomposition

Institutional holdings

Institutions reporting SHYM, largest first
InstitutionReported positionAdvisors at firmReport period
Orgel Wealth Management, LLC$182.9M312026-06-30
Lpl Financial LLC$59.1M23,4582026-06-30
Commonwealth Equity Services, LLC$29.7M2,8632026-06-30
Osaic Holdings, Inc.$18.8M02026-06-30
Envestnet Pmc$17.1M602026-06-30
Jpmorgan Chase & Co$9.3M02026-06-30
Hightower Advisors, LLC$8.3M1,0462026-06-30
Quotient Wealth Partners, LLC$7.3M362026-06-30
Dynasty Wealth Management, LLC$7.1M142026-06-30
Trust Co$6.4M02026-06-30
Prentice Wealth Management LLC$5.5M52026-06-30
MML Investors Services, LLC$4.9M5,1202026-06-30
Forte Asset Management, LLC$4M22026-06-30
Evergreen Wealth Partners LLC$3.7M52026-06-30
Rialto Wealth Management, LLC$3.6M82026-06-30
Iht Wealth Management LLC$3.5M1592026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$3.5M992026-06-30
Ashton Thomas Private Wealth, LLC$3.1M962026-06-30
Vertex Planning Partners, LLC$3.1M142026-06-30
Cetera Investment Advisers$2.4M10,3702026-06-30
Fourthought Financial Partners, LLC$2.4M112026-06-30
Truist Financial Corp$2.4M02026-06-30
United Capital Financial Advisors, LLC$2.2M1662026-06-30
Delarme Wealth Management, Inc.$2.2M32026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$2M1032026-06-30
Legacy Advisory Services, LLC$1.8M32026-06-30
Ausdal Financial Partners, Inc.$1.8M1892026-06-30
Private Advisor Group, LLC$1.7M9272026-06-30
Aspen Wealth Management LLC$1.7M82026-06-30
Wcg Wealth Advisors LLC$1.6M1302026-06-30
Keebeck Wealth Management$1.5M52026-06-30
Sk Wealth Management, LLC$1.4M42026-06-30
Elequin Capital, LP$1.4M02026-06-30
Chicago Oakbrook Financial Group$1.3M102026-06-30
Ellis Investment Partners, LLC$1.2M182026-06-30
Vestmark Advisory Solutions, Inc.$1.2M82026-06-30
Diversify Advisory Services, LLC$1.2M1162026-06-30
Diversify Wealth Management, LLC$1.2M782026-06-30
The Joseph Group Capital Management$1.2M92026-06-30
Mba Advisors LLC$1.2M32026-06-30
Stratos Wealth Partners, Ltd.$1.1M3862026-06-30
Envestnet Portfolio Solutions, Inc.$1.1M32026-06-30
Wealth Advisors of Tampa Bay, LLC$1M02026-06-30
World Investment Advisors$999.5K3592026-06-30
Indivisible Partners$990.3K342026-06-30
Tolleson Wealth Management, Inc.$965.9K02026-06-30
Edelman Financial Engines$962.1K7222026-06-30
Objective Capital Management, LLC$938.3K42026-06-30
Wealth Enhancement Advisory Services, LLC$924K1,0262026-06-30
Newedge Advisors$847.1K6012026-06-30
Legacy Edge Advisors, LLC$840.5K182026-06-30
Beacon Pointe Advisors, LLC$818.4K4662026-06-30
Orion Porfolio Solutions, LLC$761.6K1992026-06-30
Marietta Wealth Management, LLC$759.6K82026-06-30
Shorehaven Wealth Partners, LLC$758.7K42026-06-30
Advisory Resource Group$726.7K82026-06-30
Tortuga Wealth Management$698K42026-06-30
Jane Street Group, LLC$697.6K02026-06-30
Beto Financial Group, LLC$689.3K52026-06-30
Per Stirling Capital Management, Llc.$677.4K312026-06-30
Creative Planning$660.5K1,1712026-06-30
Kestra Advisory Services, LLC$648.3K1,4792026-06-30
Beta Wealth Group, Inc.$646.8K32026-06-30
&partners$644.2K5552026-06-30
Weitzel Financial Services, Inc.$634.4K62026-06-30
Old Mission Capital LLC$618.3K02026-06-30
Destiny Wealth Partners, LLC$614.9K162026-06-30
Focused Alpha, LLC$599.6K62026-06-30
Summit Financial, LLC$582.7K2292026-06-30
Rfg Advisory, LLC$579.2K1912026-06-30
Apollon Wealth Management, LLC$566.5K1512026-06-30
Kuhn & Co Investment Counsel$532.5K32026-06-30
Retirement Planning Group, LLC / NY$518.1K02026-06-30
Sovereign Financial Group, Inc.$504.9K232026-06-30
Kestra Private Wealth Services, LLC$492.8K2062026-06-30
Sagespring Wealth Partners$482.6K1262026-06-30
Private Wealth Asset Management$482K222026-06-30
Signet Financial Management, LLC$472.7K122026-03-31
Sowell Financial Services LLC$468.7K1082026-06-30
Ameritas Advisory Services, LLC$466.6K5502026-06-30
Premier Path Wealth Partners, LLC$465.8K72026-06-30
Horizon Wealth Management$453.1K62026-06-30
Dynamic$446.2K752026-06-30
Veracity Capital LLC$444.5K102026-06-30
Flagship Harbor Advisors, LLC$442.6K602026-06-30
Serenity Investment Advisors$442.4K62026-06-30
Advyzon Investment Management, LLC$417.5K22026-06-30
Tower Research Capital LLC (trc)$399.7K02026-06-30
Bedel Financial Consulting, Inc.$387.1K192026-06-30
Cornerstone Wealth Management, LLC$378.6K02026-06-30
Integrated Wealth Concepts LLC$367.2K4802026-06-30
Equitable Holdings, Inc.$356K02026-06-30
Arq Wealth Advisors, LLC$355.4K152026-06-30
Perspective Wealth Advisors LLC$349.3K52026-06-30
Camarda Financial Advisors, LLC$340.4K112026-06-30
Advisory Services Network$329.8K2532026-06-30
Capital Asset Advisory Services LLC$329.8K692026-06-30
Axxcess Wealth Management, LLC$329.8K382026-06-30
Brookwood Investment Group LLC$320.6K692026-06-30
Alterna Wealth Management, Inc$318K292026-06-30
Principal Securities, Inc.$316.8K1,4632026-06-30
Arrowroot Family Office, LLC$316.2K132026-06-30
Parallel Advisors, LLC$314.3K752026-06-30
Vawter Financial, Ltd.$308.8K42026-06-30
Castle Wealth Management LLC$304.5K52026-06-30
Harbour Investments, Inc.$302.7K2472026-06-30
Signaturefd, LLC$300.8K492026-06-30
Vision Retirement, LLC$289.7K72026-06-30
Bowman & Co S.C.$287.7K02025-12-31
Fiduciary Financial Advisors$276.4K512026-06-30
Wealthcare Advisory Partners LLC$271.2K1702026-06-30
Alpha Financial Partners LLC$257.4K62026-06-30
M Wealth Management, LLC$251.4K32026-06-30
New Edge Wealth$251K1512026-06-30
Wealthcare Investment Partners LLC$239.9K62026-06-30
Cary Street Partners Financial LLC$226.1K02026-06-30
Diversified Trust Co$224.5K02026-06-30
Mutual Advisors, LLC$223.9K1532026-06-30
Triad Wealth Partners, LLC$213.3K492026-06-30
Perigon Wealth Management, LLC$209.4K922026-06-30
Dorsey & Whitney Trust Co LLC$208.3K02026-06-30
Jfs Wealth Advisors, LLC$199.1K332026-06-30
Ameriflex Group, Inc.$193.8K2122026-06-30
Ifp Advisors, Inc$181.7K3182026-06-30
Private Trust Co NA$168K02026-06-30
Kings Path Partners LLC$156K42026-06-30
New. Advisory Services, LLC$152.3K152026-06-30
Farther Finance Advisors, LLC$141.9K3342026-06-30
Atlantic Edge Private Wealth Management, LLC$112.3K42026-06-30
Comerica Bank$93.6K02025-12-31
Ae Wealth Management LLC$91.5K4712026-06-30
Fifth Third Bancorp$87.5K02026-06-30
Jones Financial Companies LLLP$77.5K02026-06-30
Ggm Financial LLC$76.8K62026-06-30
Sunbelt Securities, Inc.$75.7K632026-03-31
Blackrock, Inc.$62.2K02026-06-30
Signature Equity Partners, LLC$57.5K342026-06-30
Steward Partners Investment Advisory, LLC$55K4812026-06-30
Allworth Financial, LP$46.1K3172026-06-30
Litman Gregory Wealth Management LLC$24.7K02025-12-31
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$23.6K02026-06-30
Spire Wealth Management$18.7K32026-06-30
Wilkerson Advisory Group LLC$13.5K52026-06-30
Aptus Capital Advisors, LLC$7K212026-06-30
Cambridge Investment Research Advisors, Inc.$4.3K3,9402026-03-31
Portfolio Resources Advisor Group, Inc.$3.1K112026-06-30
Capital Analysts, LLC$3.1K6082026-06-30
Janney Montgomery Scott LLC$2.4K1,3422026-06-30
Golden State Wealth Management, LLC$2.3K472026-06-30
Cwm, LLC$1.5K6672026-03-31
Park Avenue Securities LLC$1.1K1,9082026-06-30
Imprint Wealth LLC$89822026-06-30
Hrt Financial LP$37102026-06-30
Tsfg, LLC$6262026-06-30
Morgan Stanley$3323,1852026-06-30
Wells Fargo & Company/mn$702026-06-30

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: 2025-12-31 to 2026-06-30