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Disclosery

HYGH ISHARES U S ETF TR

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IT RT HDG HGYL (warrant or right)

106 managers (106 13F filers) reported a position in HYGH shares at 2025-09-30, 1,978,738 shares in all. 21 filers opened a position and 8 filers sold out during the quarter.

Managers
106
13F filers
106
New
21
Added
50
Reduced
22
Sold out
8
Shares held by filers
1,978,738

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC257,230$22.3M0.01%+66,87213F-HRTimeline
MinichMacGregor Wealth Management, LLC122,129$10.6M2.07%-20,98413F-HRTimeline
MATAURO, LLC121,327$10.5M1.67%+7,87213F-HRTimeline
UBS Group AGin group UBS Group AG99,290$8.62M<0.01%+11,22613F-HRTimelineGroup
Rooted Wealth Advisors, Inc.97,064$8.39M2.56%+2,90513F-HRTimeline
Kovack Advisors, Inc.92,924$8.07M0.76%+6,10613F-HRTimeline
Capital Asset Advisory Services LLC71,156$6.18M0.27%-1,82213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC71,156$6.18M0.13%-2,20313F-HRTimeline
Sound Income Strategies, LLC71,365$6.14M0.34%+3,85813F-HRTimeline
Foundations Investment Advisors, LLC62,830$5.46M0.08%+2,94213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,512$5.25M<0.01%+7,22213F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC60,225$5.23M0.5%+9,43813F-HRTimelineGroup
AdvisorNet Financial, Inc53,281$4.63M0.26%+13,94613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,568$4.3M<0.01%+3213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/39,087$3.39M<0.01%-87313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,964$3.2M<0.01%+3,86313F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,500$3.17M0.01%-6,45813F-HRTimeline
MML INVESTORS SERVICES, LLC35,145$3.05M0.01%+42513F-HRTimeline
Focus Financial Network, Inc.29,427$2.56M0.09%+1,64513F-HRTimeline
Clark Capital Management Group, Inc.24,732$2.15M0.01%+2,00713F-HRTimeline
IBEX WEALTH ADVISORS24,610$2.14M0.2%+1,47113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,855$1.98M<0.01%+10,26913F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC21,709$1.89M0.13%+7213F-HRTimeline
Blue Capital, Inc.20,706$1.8M1.34%+28413F-HRTimeline
Apella Capital, LLC20,002$1.71M0.04%-1,40813F-HRTimeline
AXS Investments LLC18,175$1.58M0.5%-6,43813F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC17,807$1.55M0.6%-30,95513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,953$1.39M<0.01%+85913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,967$1.3M0.01%+2,90813F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth14,863$1.28M0.01%+3,29213F-HRTimelineGroup
Cetera Investment Advisers14,542$1.26M<0.01%+9,22713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,417$1.25M0.08%+4,70513F-HRTimeline
Strait & Sound Wealth Management LLC13,973$1.21M0.47%+52713F-HRTimeline
United Advisor Group, LLC13,505$1.17M0.16%+4,81113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,473$1.17M<0.01%-2,73913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,306$1.16M<0.01%+6,24313F-HRTimelineGroup
PFG Advisors13,298$1.15M0.05%-13913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT12,815$1.11M0.13%+1,14213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,613$922K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,224$888K<0.01%+2,26713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,953$864K0.01%+1,89313F-HRTimelineGroup
IFP Advisors, Inc9,314$809K0.02%+78713F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC8,303$721K<0.01%+18613F-HRTimeline
HBW ADVISORY SERVICES LLC8,110$704K0.08%+2713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE7,944$690K0.1%new13F-HRTimeline
NAPA WEALTH MANAGEMENT6,701$582K0.27%+10413F-HRTimeline
Eagle Strategies LLC6,427$558K0.07%-35613F-HRTimeline
Perigon Wealth Management, LLC5,600$486K0.01%-2,25013F-HRTimeline
Regal Investment Advisors LLC5,442$473K0.03%+38213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,416$470K0.01%+54213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.5,393$468K0.02%-2,76313F-HRTimeline
Golden State Wealth Management, LLC5,176$450K0.05%-1,89213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,953$430K<0.01%013F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT4,393$381K0.02%-27213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,979$346K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC3,860$335K<0.01%new13F-HRTimeline
Leo Wealth, LLC3,841$334K0.04%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP3,444$299K0.01%013F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,452$298K0.01%+30113F-HRTimelineGroup
Elequin Capital, LP3,346$291K0.02%-7,32113F-HRTimeline
ORG Partners LLC3,200$278K0.05%013F-HRTimeline
Global Retirement Partners, LLC3,173$276K0.01%+5713F-HRTimeline
Lion Street Advisors, LLC3,000$263K0.09%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,010$261K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,869$249K<0.01%+28013F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC2,847$247K0.04%+1,22813F-HRTimelineGroup
Sunbelt Securities, Inc.2,795$243K0.02%+2,55613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,781$242K0.08%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,777$241K0.01%new13F-HRTimelineGroup
Capital Square, LLC2,595$225K0.11%new13F-HRTimeline
Advisory Alpha, LLC2,499$216K0.01%+4213F-HRTimeline
J.W. COLE ADVISORS, INC.2,425$211K<0.01%-55013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,379$207K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC2,250$195K<0.01%-1,30013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,417$123K0.04%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,298$113K<0.01%+14313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,292$112K<0.01%+1,18013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,290$112K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,125$97.7K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,044$90.7K<0.01%+6713F-HRTimelineGroup
Advisory Services Network, LLC662$57.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC386$33.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.379$32.9K<0.01%-3213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC305$26.5K0.01%-18113F-HRTimeline
LANARK FINANCIAL, INC.303$26.3K<0.01%+513F-HRTimeline
PRIVATE TRUST CO NA245$21.3K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC225$19.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.200$17.4K0.01%+10013F-HRTimeline
Bangor Savings Bank199$17.3K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC155$13.5K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…130$11.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC113$9.81K<0.01%+613F-HRTimelineGroup
Guerra Advisors Inc105$9.12K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC100$8.68K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC89$7.72K<0.01%+213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC54$5K<0.01%013F-HRTimelineGroup
MAI Capital Management55$4.78K<0.01%013F-HRTimeline
AE Wealth Management LLC38$3.3K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC34$2.95K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.30$2.6K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…28$2.43K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.19$1.65K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$1.39K<0.01%+913F-HRTimelineGroup
CWM, LLCin group CWM, LLC16$1K<0.01%-24013F-HRTimelineGroup
Cornerstone Planning Group LLC11$951<0.01%new13F-HRTimeline
Park Square Financial Group, LLC3$261<0.01%-613F-HRTimeline