Ticker: HYGW CUSIP: 46436E320 Class: HIGH YLD CORP BD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| QP WEALTH MANAGEMENT, LLC | 18,697 | $558 |
| Eaton Financial Holdings Company, LLC | 12,165 | $363 |
| Synergy Investment Management, LLC | 7,247 | $216 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 32,475 | $974 |
| ARMSTRONG ADVISORY GROUP, INC | 11,159 | $333 |
| OLD MISSION CAPITAL LLC | 26,568 | $793 |
| Moors & Cabot, Inc. | 11,754 | $351 |
| Arkadios Wealth Advisors | 16,730 | $500 |
| SRS Capital Advisors, Inc. | 11,285 | $298 |
| CITADEL ADVISORS LLC | 18,420 | $550 |
| TUCKER ASSET MANAGEMENT LLC | 554 | $17 |
| JANE STREET GROUP, LLC | 8,600 | $257 |
| Kestra Advisory Services, LLC | 3,639 | $109 |
| SageView Advisory Group, LLC | 1,183 | $35 |
| Larson Financial Group LLC | 1,000 | $30 |
| Rockefeller Capital Management L.P. | 755 | $23 |
| WELLS FARGO & COMPANY/MN | 619 | $18 |
| Farther Finance Advisors, LLC | 348 | $10 |
| CoreCap Advisors, LLC | 13 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kelly Financial Services LLC | 132,377 | 160,230 | +27,853 (+21.0%) |
| Hennion & Walsh Asset Management, Inc. | 604,235 | 643,866 | +39,631 (+6.6%) |
| Luminist Capital LLC | 3,552 | 6,407 | +2,855 (+80.4%) |
| Triad Wealth Partners, LLC | 40,500 | 61,133 | +20,633 (+50.9%) |
| ShoreHaven Wealth Partners, LLC | 38,332 | 41,330 | +2,998 (+7.8%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 44,393 | 63,662 | +19,269 (+43.4%) |
| Detalus Advisors, LLC | 16,635 | 20,335 | +3,700 (+22.2%) |
| RiverFront Investment Group, LLC | 35,556 | 69,757 | +34,201 (+96.2%) |
| JB Capital LLC | 76,755 | 90,707 | +13,952 (+18.2%) |
| LOCKERMAN FINANCIAL GROUP, INC. | 7,665 | 7,942 | +277 (+3.6%) |
| Avantra Family Wealth, Inc. | 13,262 | 13,840 | +578 (+4.4%) |
| Diversify Advisory Services, LLC | 133,088 | 142,381 | +9,293 (+7.0%) |
| Transamerica Financial Advisors, Inc. | 3,295 | 8,566 | +5,271 (+160.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 1,619,324 | 1,957,324 | +338,000 (+20.9%) |
| Envestnet Portfolio Solutions, Inc. | 176,651 | 229,862 | +53,211 (+30.1%) |
| Prosperity Consulting Group, LLC | 27,254 | 34,059 | +6,805 (+25.0%) |
| Invst, LLC | 26,838 | 29,465 | +2,627 (+9.8%) |
| PNC Financial Services Group, Inc. | 240,981 | 358,433 | +117,452 (+48.7%) |
| MML INVESTORS SERVICES, LLC | 117,727 | 160,631 | +42,904 (+36.4%) |
| Quadrant Private Wealth Management, LLC | 25,774 | 27,039 | +1,265 (+4.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Colonial Trust Co / SC | 4,970 | 334 | -4,636 (-93.3%) |
| High Falls Advisors, Inc | 10,945 | 9,450 | -1,495 (-13.7%) |
| OSAIC HOLDINGS, INC. | 79,014 | 46,570 | -32,444 (-41.1%) |
| Garde Capital, Inc. | 38,359 | 36,659 | -1,700 (-4.4%) |
| Icon Wealth Advisors, LLC | 17,879 | 16,444 | -1,435 (-8.0%) |
| Sequoia Financial Advisors, LLC | 27,030 | 20,731 | -6,299 (-23.3%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,191 | 25,415 | -7,776 (-23.4%) |
| Fortis Group Advisors, LLC | 23,249 | 22,859 | -390 (-1.7%) |
| ROYAL BANK OF CANADA | 2,619 | 738 | -1,881 (-71.8%) |
| Steward Partners Investment Advisory, LLC | 11,415 | 10,991 | -424 (-3.7%) |
| IFP Advisors, Inc | 1,444 | 1,180 | -264 (-18.3%) |
| CWM, LLC | 100 | 20 | -80 (-80.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Golden State Equity Partners | 11,007 | $334 |
| Integrated Advisors Network LLC | 33,863 | $1,028 |
| Security Financial Services, INC. | 6,846 | $208 |
| STANCE CAPITAL LLC | 2,276 | $69 |
| BANK OF MONTREAL /CAN/ | 1,680 | $51 |
| Advisory Services Network, LLC | 582 | $18 |
| PRINCIPAL SECURITIES, INC. | 520 | $16 |