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Disclosery

HYGH ISHARES U S ETF TR

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IT RT HDG HGYL (warrant or right)

97 managers (97 13F filers) reported a position in HYGH shares at 2025-12-31, 1,995,911 shares in all. 9 filers opened a position and 18 filers sold out during the quarter.

Managers
97
13F filers
97
New
9
Added
43
Reduced
27
Sold out
18
Shares held by filers
1,995,911

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC268,735$23.2M0.01%+11,50513F-HRTimeline
MinichMacGregor Wealth Management, LLC130,748$11.3M2.04%+8,61913F-HRTimeline
MATAURO, LLC111,393$9.6M1.45%-9,93413F-HRTimeline
Rooted Wealth Advisors, Inc.97,199$8.4M2.36%+13513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,874$7.23M<0.01%+34,30613F-HRTimelineGroup
AdvisorNet Financial, Inc76,090$6.56M0.35%+22,80913F-HRTimeline
Sound Income Strategies, LLC69,603$6.05M0.29%-1,76213F-HRTimeline
Capital Asset Advisory Services LLC68,865$5.96M0.24%-2,29113F-HRTimeline
Foundations Investment Advisors, LLC68,936$5.94M0.08%+6,10613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC68,310$5.89M0.11%-2,84613F-HR/ATimeline
UBS Group AGin group UBS Group AG60,463$5.21M<0.01%-38,82713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,109$5.18M<0.01%-40313F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC52,070$4.49M0.41%-8,15513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,421$4.18M0.01%+11,45713F-HRTimelineGroup
Kovack Advisors, Inc.45,164$3.89M0.18%-47,76013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,221$3.55M<0.01%+2,13413F-HRTimelineGroup
Live Oak Investment Partners39,820$3.43M2.11%new13F-HRTimeline
MML INVESTORS SERVICES, LLC39,765$3.43M0.01%+4,62013F-HRTimeline
Cambridge Investment Research Advisors,…33,460$2.88M0.01%-3,04013F-HRTimeline
Mason & Associates Inc32,559$2.81M0.53%new13F-HRTimeline
Focus Financial Network, Inc.30,627$2.64M0.09%+1,20013F-HRTimeline
IBEX WEALTH ADVISORS26,839$2.31M0.23%+2,22913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC26,100$2.25M0.13%+4,39113F-HRTimeline
Clark Capital Management Group, Inc.25,379$2.19M0.01%+64713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,927$2.15M<0.01%+2,07213F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,054$2.07M0.11%+9,63713F-HRTimeline
Blue Capital, Inc.20,814$1.79M1.28%+10813F-HRTimeline
Apella Capital, LLC20,130$1.74M0.03%+12813F-HRTimeline
AXS Investments LLC18,296$1.58M0.54%+12113F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC18,253$1.57M0.58%+44613F-HRTimeline
Cetera Investment Advisers17,793$1.53M<0.01%+3,25113F-HRTimeline
Strait & Sound Wealth Management LLC14,416$1.24M0.46%+44313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT13,515$1.16M0.13%+70013F-HRTimeline
PFG Advisors12,566$1.08M0.05%-73213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,877$1.02M<0.01%+1,65313F-HR/ATimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,777$1.02M0.01%-3,08613F-HRTimelineGroup
Janney Montgomery Scott LLC11,207$966K<0.01%+7,34713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,644$918K0.01%+69113F-HRTimelineGroup
United Advisor Group, LLC10,412$898K0.12%-3,09313F-HRTimeline
HBW ADVISORY SERVICES LLC9,534$822K0.09%+1,42413F-HRTimeline
IFP Advisors, Inc9,228$795K0.02%-8613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE9,062$781K0.07%+1,11813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,861$678K<0.01%-44213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,014$605K<0.01%-6,29213F-HRTimelineGroup
Perigon Wealth Management, LLC7,000$603K0.01%+1,40013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,907$595K<0.01%-6,56613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,328$545K<0.01%-9,62513F-HRTimelineGroup
Regal Investment Advisors LLC6,135$529K0.03%+69313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,590$482K0.01%+17413F-HRTimelineGroup
Greenline Wealth Management LLC4,975$429K0.44%13F-HRTimeline
Golden State Wealth Management, LLC4,848$418K0.04%-32813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,609$397K<0.01%-34413F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT4,393$379K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,273$368K0.02%-1,12013F-HRTimeline
Leo Wealth, LLC3,841$331K0.02%013F-HRTimeline
Global Retirement Partners, LLC3,531$304K0.01%+35813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,351$291K0.01%-10113F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,364$290K0.03%+58713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,320$286K<0.01%+45113F-HRTimelineGroup
ORG Partners LLC3,200$276K0.05%013F-HRTimeline
Capital Square, LLC3,131$270K0.14%+53613F-HRTimeline
Net Worth Advisory Group2,726$235K0.05%new13F-HRTimeline
Sigma Planning Corp2,566$221K0.01%new13F-HRTimeline
Trademark Financial Management, LLC2,553$220K0.12%new13F-HRTimeline
Strategic Blueprint, LLC2,455$212K0.01%new13F-HRTimeline
Van Diest Capital, LLC2,430$210K0.31%13F-HRTimeline
Advisory Alpha, LLC2,425$209K0.01%-7413F-HRTimeline
J.W. COLE ADVISORS, INC.2,387$206K<0.01%-3813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,971$170K0.05%+55413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,502$129K<0.01%+20413F-HR/ATimelineGroup
NewEdge Advisors, LLC1,250$108K<0.01%-1,00013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,129$97.3K<0.01%+413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,057$91.1K<0.01%+1313F-HRTimelineGroup
Farther Finance Advisors, LLC432$37.2K<0.01%+4613F-HRTimeline
HARBOUR INVESTMENTS, INC.358$30.9K<0.01%-2113F-HRTimeline
LANARK FINANCIAL, INC.310$26.7K<0.01%+713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC305$26.3K0.01%013F-HRTimeline
PRIVATE TRUST CO NA252$21.7K<0.01%+713F-HRTimeline
CWM, LLCin group CWM, LLC235$20K<0.01%+21913F-HRTimelineGroup
Princeton Global Asset Management LLC225$19.4K<0.01%013F-HRTimeline
Bangor Savings Bank199$17.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…176$15.2K<0.01%new13F-HRTimeline
AE Wealth Management LLC166$14.3K<0.01%+12813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN150$12.9K<0.01%-1,14213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…130$11.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC113$9.74K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…111$9.57K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.100$8.62K<0.01%-10013F-HRTimeline
Key Capital Management, INC85$7.33K0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54$5K<0.01%013F-HR/ATimelineGroup
MAI Capital Management55$4.74K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…28$2.41K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$1.38K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC13$1.14K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC11$956<0.01%013F-HRTimeline
Geneos Wealth Management Inc.7$603<0.01%new13F-HRTimeline
Park Square Financial Group, LLC3$259<0.01%013F-HRTimeline