SYSB institutional holders

iShares Systematic Bond ETF · 295 reporting institutions · $1.1B reported value

Funds that can replace SYSB · SYSB return decomposition

Institutional holdings

Institutions reporting SYSB, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$242.3M602026-06-30
Lpl Financial LLC$114.3M23,4582026-06-30
Blackrock, Inc.$89M02026-06-30
Jpmorgan Chase & Co$62.1M02026-06-30
Bank of America Corp /de$43.9M02026-06-30
Ameriprise Financial Inc$38.6M02026-06-30
Morgan Stanley$30.5M23,1852026-06-30
Cetera Investment Advisers$29.5M10,3702026-06-30
Envestnet Portfolio Solutions, Inc.$22.5M32026-06-30
Cwm, LLC$18.4M6672026-03-31
Bank of New York Mellon Corp$18.2M02026-06-30
MML Investors Services, LLC$17.8M5,1202026-06-30
McMorgan & Co LLC$16.7M12026-06-30
Onedigital Investment Advisors LLC$16M3862026-06-30
Royal Bank of Canada$13.9M02026-06-30
Raymond James Financial Inc$12M02026-06-30
Newedge Advisors$11.7M6012026-06-30
Alpine Bank Wealth Management$11.2M02026-06-30
United Capital Financial Advisors, LLC$10.1M1662026-06-30
Arax Advisory Partners$9M2322026-06-30
Merit Financial Group, LLC$9M2952026-06-30
Ameritas Advisory Services, LLC$8.4M5502026-06-30
Milestone Asset Management, LLC$8.3M112026-06-30
Foundations Investment Advisors, LLC$8.2M3022026-06-30
Geneos Wealth Management, Inc.$7.4M1932026-06-30
Integrated Wealth Concepts LLC$7.1M4802026-06-30
The Ascent Group, LLC$6.6M202026-06-30
Stifel Financial Corp$6.4M02026-06-30
Kelly Financial Services LLC$6M72026-06-30
Citadel Advisors LLC$5.7M02026-06-30
Truist Financial Corp$5.5M02026-06-30
Sanctuary Advisors, LLC$5.3M4012026-06-30
Tidemark, LLC$5.1M82026-06-30
Steelpeak Wealth, LLC$5M422026-06-30
Triad Wealth Partners, LLC$4.9M492026-06-30
Dynasty Wealth Management, LLC$4.7M142026-06-30
Creativeone Wealth, LLC$4.6M2212026-06-30
Commonwealth Equity Services, LLC$4.5M2,8632026-06-30
Vestmark Advisory Solutions, Inc.$4.3M82026-06-30
Traveka Wealth, LLC$3.8M32026-06-30
Northrock Partners, LLC$3.8M912026-06-30
Axxcess Wealth Management, LLC$3.7M382026-06-30
Osaic Holdings, Inc.$3.5M02026-06-30
Ffg Retirement Counseling$3.3M22026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$3.2M1032026-06-30
Perigon Wealth Management, LLC$3.2M922026-06-30
Vise Technologies, Inc.$3.2M02026-06-30
Sharkey, Howes & Javer$3.1M92026-06-30
Atria Investments, Inc$3.1M62026-06-30
Beacon Bridge Wealth Partners, LLC$3M62026-06-30
Strategic Blueprint, LLC$3M552026-06-30
Ae Wealth Management LLC$2.9M4712026-06-30
Tennessee Valley Asset Management Partners$2.8M252026-06-30
Midwest Capital Advisors, LLC$2.5M82026-06-30
Global Retirement Partners LLC$2.5M4912026-06-30
Sofi Wealth, LLC$2.4M1102026-06-30
Salient Wealth Planning$2.4M32026-06-30
Pettinga Financial Advisors LLC$2.4M82026-06-30
Alterna Wealth Management, Inc$2.3M292026-06-30
Horst & Graben Wealth Management, LLC$2.3M52026-06-30
TSA Wealth Managment LLC$2.3M02026-06-30
Cfs Investment Advisory Services LLC$2.2M102026-06-30
Kingsview Wealth Management, LLC$2.2M1152026-06-30
Trek Financial, LLC$2.1M632026-06-30
&partners$2M5552026-06-30
Frisch Financial Group, Inc.$2M62026-06-30
One Wealth Advisors, LLC$1.9M112026-06-30
Ma Private Wealth$1.8M52026-06-30
Mutual Advisors, LLC$1.8M1532026-06-30
U.S. Capital Wealth Advisors, LLC$1.7M02026-03-31
Lansing Street Advisors$1.6M62026-06-30
Pinion Wealth Management, LLC$1.6M82026-06-30
Integrity Alliance, Llc.$1.6M3532026-06-30
Cerity Partners LLC$1.6M7772026-06-30
Equitable Holdings, Inc.$1.6M02026-06-30
Atlatl Advisers LLC$1.6M72026-06-30
Seeds Investor LLC$1.5M32026-06-30
Scarborough Advisors, LLC$1.5M152026-06-30
The Wealth Alliance, LLC$1.5M122026-06-30
Austin Private Wealth, LLC$1.5M02025-12-31
Financial Life Advisors$1.5M72026-06-30
Simplicity Wealth, LLC$1.4M02026-06-30
Shared Vision Wealth Group LLC$1.4M32026-06-30
Astra Wealth Management Group$1.4M142026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$1.3M02025-12-31
Sigfig Wealth Management, LLC$1.3M42026-06-30
Cardinal Strategic Wealth Guidance$1.2M92026-06-30
High Falls Advisors, Inc$1.2M02025-12-31
Ashton Thomas Private Wealth, LLC$1.2M962026-06-30
Orion Porfolio Solutions, LLC$1.2M1992026-06-30
Brookstone Capital Management$1.2M3372026-06-30
Optivise Advisory Services LLC$1.1M232026-06-30
Stokes Family Office LLC$1.1M122026-06-30
Concurrent Investment Advisors, LLC$1.1M3492026-06-30
Archer Investment Management, LLC$1.1M32026-06-30
Range Financial Group LLC$1.1M72026-06-30
Redhawk Wealth Advisors, Inc.$1.1M432026-06-30
True Vision Mn LLC$1.1M02026-03-31
Ethos Capital Management, Inc.$1.1M42026-06-30
Breakwater Capital Group$1M52026-06-30
Invst, LLC$1M332026-06-30
Fermata Advisors$1M132026-06-30
Plancorp, LLC$1M522026-06-30
Wealthshield Partners, LLC$1M02026-06-30
Vertex Planning Partners, LLC$989.6K142026-06-30
Perennial Investment Advisors, LLC$976K492026-06-30
Curtis Wealth Management LLC$973K22026-06-30
Modern Wealth Management, LLC$971.2K1612026-06-30
Icon Wealth Advisors, LLC$953.3K182026-06-30
Cassilly Financial Group LLC$951.3K22026-06-30
Bay Harbor Wealth Management, LLC$914.5K32026-06-30
McNaughton Wealth Management, LLC$905.4K42026-06-30
Novem Group$900.7K322026-06-30
Sovran Advisors, LLC$889K702026-06-30
Regal Investment Advisors LLC$872.5K1172026-06-30
Steward Partners Investment Advisory, LLC$861.7K4812026-06-30
Jane Street Group, LLC$861.1K02026-06-30
Skyline Advisors, Inc.$849.7K72026-06-30
Kestra Advisory Services, LLC$838K1,4792026-06-30
One Advisory Partners, LLC$807.3K72026-06-30
Keebeck Wealth Management$802.2K52026-06-30
Jb Capital LLC$795.1K262026-06-30
Pax Financial Group, LLC$785.9K152026-06-30
Endeavor Private Wealth, Inc.$779.1K122026-06-30
Visionary Horizons, LLC$778.1K162026-06-30
Ehrlich Financial Group$771.4K42026-06-30
Quadrant Private Wealth Management, LLC$758.1K122026-06-30
Bcgm Wealth Management, LLC$750.7K112026-06-30
Assetmark, Inc$725.4K2202026-06-30
Blue Trust, Inc.$724K02026-06-30
Liberty Wealth Management LLC$709.1K252026-06-30
Jpl Wealth Management, LLC$708.6K22026-06-30
Cobblestone Asset Management LLC$664.7K42026-06-30
Advus Financial Partners, LLC$663.6K102026-06-30
Swmg, LLC$660.9K82026-06-30
Hightower Advisors, LLC$655.8K1,0462026-06-30
Jones Financial Companies LLLP$653.6K02026-06-30
Chatterton & Associates Inc.$652.3K72026-06-30
Private Advisor Group, LLC$645.2K9272026-06-30
Goldstein Advisors, LLC$633.6K122026-06-30
Farther Finance Advisors, LLC$616K3342026-06-30
Mercer Global Advisors Inc /adv$607.8K02026-06-30
Cornerstone Planning Group LLC$606.3K232026-06-30
West Wealth Group, LLC$599.8K202026-06-30
Town Capital LLC$592.5K12026-06-30
World Investment Advisors$584.5K3592026-06-30
Bos Asset Management, LLC$573.6K102026-06-30
Security Financial Services, Inc.$569.2K102026-06-30
Mgo One Seven LLC$568.4K1182026-06-30
Ifp Advisors, Inc$562.8K3182026-06-30
Elevation Point Wealth Partners, LLC$552.3K562026-06-30
Cypress Wealth Services, LLC$545.9K142026-06-30
Wealth Enhancement Advisory Services, LLC$528.2K1,0262026-06-30
Integrated Advisors Network LLC$523.3K792026-06-30
Lifeplan Investment Advisors, Inc.$521.5K42026-06-30
Strategies Wealth Advisors, LLC$503.5K182026-06-30
One Wealth Capital Management, LLC$500.8K52026-06-30
Rothschild Wealth LLC$499K312026-06-30
Daviman Financial, LLC$489.4K42026-06-30
Core Wealth Advisors, LLC$482.4K32026-06-30
Ifg Advisory, LLC$473.4K1102026-06-30
Keystone Financial Services$465.1K42026-06-30
Apollon Wealth Management, LLC$448.2K1512026-06-30
Van Hulzen Asset Management, LLC$435K192026-06-30
J.E. Simmons & Co., P.C.$427.2K32026-06-30
Brookwood Investment Group LLC$422.2K692026-06-30
Braun-Bostich & Associates Inc.$410.6K42026-06-30
Golden State Wealth Management, LLC$408.9K472026-06-30
Diversify Advisory Services, LLC$402.6K1162026-06-30
Diversify Wealth Management, LLC$402.6K782026-06-30
Theory Financial LLC$401.6K32026-06-30
Principal Securities, Inc.$381.4K1,4632026-06-30
Detalus Advisors, LLC$373.7K132026-06-30
Baird Financial Group, Inc.$368.5K02026-06-30
Cyndeo Wealth Partners$366.7K202026-06-30
Lifelong Wealth Advisors, Inc.$363.2K92026-06-30
Claro Advisors Inc.$362.9K202026-06-30
Firethorn Wealth Partners, LLC$359.2K72026-06-30
Summit Financial, LLC$354.7K2292026-06-30
Bedminster, LLC$348.7K22026-06-30
Bamboo Wealth Strategies$346.1K52026-06-30
Citigroup Inc$335.8K02026-06-30
Integrity Advisory Solutions, LLC$334.5K1272026-06-30
Gen-Wealth Partners Inc$332.5K82026-06-30
Kwb Wealth$332.3K102026-06-30
Cadia Private Client LLC$329.9K22026-06-30
Harbour Investments, Inc.$329.2K2472026-06-30
Bam Wealth Management LLC$318.4K82026-06-30
Signet Financial Management, LLC$318.1K122026-03-31
Beto Financial Group, LLC$317.7K52026-06-30
Watershed Private Wealth LLC$314K32026-06-30
Csenge Advisory Group$312.1K752026-06-30
Buttonwood Financial Group, LLC$311.9K72026-06-30
Strategy Asset Managers LLC$310.2K112026-06-30
Shorehaven Wealth Partners, LLC$308K42026-06-30
Affinity Capital Advisors, LLC$304.6K52026-06-30
Twin Peaks Wealth Advisors, LLC$303.3K102026-06-30
Parkway Wealth Management Group, LLC$300.3K182026-06-30
Flp Wealth Management, LLC$298.7K02026-06-30
Clear Creek Financial Management, LLC$290.5K442026-06-30
First Heartland Consultants, Inc.$289K992026-06-30
Snowden Capital Advisors LLC$284.2K1222026-06-30
Signal Advisors Wealth, LLC$281.4K452026-06-30
Barnes Wealth Management Group$279.5K72026-06-30
Gateway Wealth Partners, LLC$278.7K1012026-06-30
Bookends Financial Planning$277.8K62026-06-30
Balefire, LLC$276.4K372026-06-30
Autumn Glory Partners, LLC$274K12026-06-30
Quadcap Wealth Management, LLC$265.8K132026-06-30
Arkadios Wealth Advisors$265.5K2262026-06-30
Hoxton Planning & Management, LLC$265.4K52026-06-30
Creative Financial Designs Inc /adv$260.1K02026-06-30
Vestgen Advisors, LLC$257.9K582026-06-30
Maripau Wealth Management LLC$256.6K222026-06-30
Advisory Services Network$251.9K2532026-06-30
Magnolia Private Wealth, LLC$249.9K42026-06-30
Apeiron RIA LLC$249.3K112026-06-30
Ep Wealth Advisors, LLC$249.2K3382026-06-30
Geowealth Management, LLC$244.5K02026-06-30
Centurion Wealth Management LLC$240.3K62026-06-30
Tempus Wealth Planning, LLC$239K102026-06-30
Davis Wealth Advisors, LLC$238.9K42026-06-30
Jfs Wealth Advisors, LLC$235.1K332026-06-30
Kestra Private Wealth Services, LLC$230K2062026-06-30
Contango Wealth Management LLC$228.4K22026-03-31
Ade, LLC$223.3K62026-06-30
Ewa, LLC$217K92026-06-30
Able Wealth Management LLC$215.8K52026-06-30
Efg International AG$214.6K02026-06-30
Two West Capital Advisors LLC$214K162026-06-30
Fifth Third Bancorp$212.9K02026-06-30
Saxony Capital Management, LLC$204.6K412026-06-30
Bcu Wealth Advisors, LLC$202.5K152026-06-30
Comerica Bank$201.9K02025-12-31
Mkt Advisors LLC$201.6K42026-06-30
Cape Investment Advisory, Inc.$190.7K352026-06-30
Transamerica Financial Advisors, LLC$185K1,0972026-06-30
Private Trust Co NA$153.1K02026-06-30
Northwestern Mutual Wealth Management Co$150.9K02026-06-30
Continuum Advisory, LLC$121K402026-06-30
Retirement Wealth Solutions LLC$103.7K32026-06-30
Founders Financial Alliance, LLC$93.6K322026-06-30
Synergy Investment Management, LLC$82.1K192026-06-30
Corecap Advisors, LLC$72K1182026-06-30
Smartleaf Asset Management LLC$69.7K92026-06-30
Imprint Wealth LLC$68.3K22026-06-30
International Assets Investment Management, LLC$66.9K1222026-06-30
Vision Retirement, LLC$65.5K72026-06-30
Lgt Financial Advisors LLC$64.8K22026-06-30
Kingdom Financial Group Llc.$62.8K152026-06-30

The 250 largest of 295 reporting institutions are listed.

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