Ticker: HYMB CUSIP: 78464A284 Class: NUVEEN BLOOMBERG
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MY Wealth Management Inc. | 146,700 | $3,659 |
| CABANA LLC | 15,828 | $395 |
| Signature Wealth Management Partners, LLC | 58,576 | $1,461 |
| Rede Wealth, LLC | 31,733 | $791 |
| ORBA Wealth Advisors, L.L.C. | 13,048 | $325 |
| FSA Advisors, Inc. | 63,850 | $311 |
| Carson Advisory Inc. | 13,600 | $339 |
| MILESTONE ASSET MANAGEMENT, LLC | 29,296 | $731 |
| OLD MISSION CAPITAL LLC | 164,087 | $4,092 |
| Gallacher Capital Management LLC | 10,586 | $264 |
| Bowman & Co S.C. | 9,273 | $231 |
| UMB Bank, n.a. | 150,446 | $3,752 |
| Quadrature Capital Ltd | 169,164 | $4,219 |
| Basepoint Wealth LLC | 4,558 | $114 |
| Marshall Financial Group LLC | 11,661 | $291 |
| ASPIRIANT, LLC | 60,443 | $1,507 |
| XY Planning Network, Inc. | 8,421 | $210 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 9,166 | $229 |
| Symmetry Partners, LLC | 11,313 | $282 |
| SMITH, MOORE & CO. | 10,010 | $250 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WCG Wealth Advisors LLC | 387,468 | 1,449,293 | +1,061,825 (+274.0%) |
| ENTREWEALTH, LLC | 30,595 | 68,443 | +37,848 (+123.7%) |
| Austin Wealth Management, LLC | 171,209 | 256,254 | +85,045 (+49.7%) |
| Melone Private Wealth, LLC | 76,420 | 92,883 | +16,463 (+21.5%) |
| PLANWISER FINANCIAL, LLC | 19,934 | 32,665 | +12,731 (+63.9%) |
| Elequin Capital, LP | 4,715 | 132,744 | +128,029 (+2715.4%) |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 14,201 | 30,469 | +16,268 (+114.6%) |
| New Insight Wealth Advisors | 32,247 | 51,526 | +19,279 (+59.8%) |
| Friday Financial | 72,694 | 86,336 | +13,642 (+18.8%) |
| Heritage Wealth Management, Inc. /CA/ | 53,981 | 59,650 | +5,669 (+10.5%) |
| Dakota Wealth Management | 15,461 | 270,409 | +254,948 (+1649.0%) |
| Jordan Park Group LLC | 649,498 | 680,126 | +30,628 (+4.7%) |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2,202,667 | 2,301,510 | +98,843 (+4.5%) |
| RAINIER FAMILY WEALTH INC | 21,895 | 26,909 | +5,014 (+22.9%) |
| Capital Asset Advisory Services LLC | 591,857 | 642,347 | +50,490 (+8.5%) |
| Kuhn & Co Investment Counsel | 23,481 | 28,181 | +4,700 (+20.0%) |
| Missouri Trust & Investment Co | 42,575 | 53,150 | +10,575 (+24.8%) |
| Global Retirement Partners, LLC | 8,207 | 175,739 | +167,532 (+2041.3%) |
| Tower Research Capital LLC (TRC) | 12 | 112,748 | +112,736 (+939466.7%) |
| Diversified Portfolios, Inc. | 73,054 | 102,370 | +29,316 (+40.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 1,108,013 | 1,062,705 | -45,308 (-4.1%) |
| Prentice Wealth Management LLC | 216,163 | 129,599 | -86,564 (-40.0%) |
| Erickson Financial Group, LLC | 159,340 | 150,228 | -9,112 (-5.7%) |
| Shotwell Rutter Baer Inc | 59,534 | 18,973 | -40,561 (-68.1%) |
| Collaborative Wealth Managment Inc. | 324,982 | 320,658 | -4,324 (-1.3%) |
| Orcam Financial Group | 76,669 | 61,180 | -15,489 (-20.2%) |
| Parkside Investments, LLC | 593,100 | 541,900 | -51,200 (-8.6%) |
| CAPITAL INSIGHT PARTNERS, LLC | 276,142 | 247,535 | -28,607 (-10.4%) |
| QP WEALTH MANAGEMENT, LLC | 45,803 | 44,651 | -1,152 (-2.5%) |
| Syntegra Private Wealth Group, LLC | 420,733 | 368,892 | -51,841 (-12.3%) |
| GRIMES & COMPANY, INC. | 2,207,601 | 2,142,746 | -64,855 (-2.9%) |
| Wright Fund Management, LLC | 215,200 | 46,600 | -168,600 (-78.3%) |
| Dogwood Wealth Management LLC | 83,015 | 74,234 | -8,781 (-10.6%) |
| DRAVO BAY LLC | 74,253 | 65,910 | -8,343 (-11.2%) |
| Avantax Planning Partners, Inc. | 1,706,229 | 1,662,419 | -43,810 (-2.6%) |
| Keystone Financial Group | 238,062 | 185,505 | -52,557 (-22.1%) |
| Running Point Capital Advisors, LLC | 49,928 | 34,962 | -14,966 (-30.0%) |
| Chemistry Wealth Management LLC | 147,761 | 137,969 | -9,792 (-6.6%) |
| Revisor Wealth Management LLC | 21,012 | 8,146 | -12,866 (-61.2%) |
| Manhattan West Asset Management, LLC | 47,093 | 30,917 | -16,176 (-34.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 388,191 | $20,221 |
| AJ Advisors, LLC | 104,075 | $2,595 |
| VanderPol Investments L.L.C. | 12,782 | $323 |
| Buckingham Strategic Partners | 483,064 | $12,043 |
| BridgePort Financial Solutions, LLC | 14,152 | $353 |
| PFG Private Wealth Management, LLC | 9,017 | $225 |
| Urban Wealth Management, LLC | 1,190 | $61 |
| Mach-1 Financial Group, LLC | 15,190 | $379 |
| FIDUCIENT ADVISORS LLC | 13,013 | $324 |
| BAR HARBOR WEALTH MANAGEMENT | 15,248 | $380 |
| Pathway Financial Advisers, LLC | 3,162 | $79 |
| GeoWealth Management, LLC | 12,028 | $300 |
| Advisory Services Network, LLC | 23,384 | $583 |
| FLOW TRADERS U.S. LLC | 30,556 | $1 |
| RENAISSANCE TECHNOLOGIES LLC | 59,000 | $1,471 |
| CreativeOne Wealth, LLC | 8,106 | $202 |
| JANE STREET GROUP, LLC | 116,126 | $2,895 |
| EP Wealth Advisors, LLC | 13,968 | $346 |
| JFS WEALTH ADVISORS, LLC | 1,528 | $38 |
| Clearstead Advisors, LLC | 2,642 | $66 |