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Disclosery

HYXF ISHARES TR

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ESG ADVNCD HY BD (fund)

86 managers (86 13F filers) reported a position in HYXF shares at 2026-06-30, 1,588,995 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
86
13F filers
86
New
9
Added
41
Reduced
21
Sold out
3
Shares held by filers
1,588,995

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 LLC139,974$6.54M<0.01%+17,96213F-HRTimeline
Colorado Capital Management, Inc.100,698$4.7M1.61%+2,86213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91,280$4.26M<0.01%+16,80013F-HRTimelineGroup
UBS Group AGin group UBS Group AG82,741$3.87M<0.01%+1,51613F-HRTimelineGroup
Balanced Rock Investment Advisors LLC80,019$3.74M2.33%+6,92013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,944$3.64M<0.01%+40,23113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC77,604$3.63M<0.01%-11,69913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC72,596$3.39M<0.01%-9,75413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC61,880$2.89M<0.01%+1,11313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,428$2.54M<0.01%+3,62013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,285$2.44M<0.01%+35,85413F-HRTimelineGroup
HighTower Advisors, LLC45,387$2.12M<0.01%+15,40713F-HRTimeline
SEEDS INVESTOR LLC44,914$2.1M0.22%+37213F-HRTimeline
Apella Capital, LLC31,506$1.47M0.02%+1,04413F-HRTimeline
Cetera Investment Advisers30,756$1.44M<0.01%+53113F-HRTimeline
Modern Wealth Management, LLC28,835$1.35M0.02%+3,33713F-HRTimeline
Cambridge Investment Research Advisors,…27,021$1.26M<0.01%+9513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,249$1.23M<0.01%+813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,000$1.12M<0.01%013F-HRTimelineGroup
Olde Wealth Management, LLC24,011$1.12M0.32%+413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,672$1.06M<0.01%+1,48713F-HRTimelineGroup
One Capital Management, LLC21,073$976K0.03%013F-HRTimeline
Topel & Distasi Wealth Management, LLC18,729$875K0.42%+81213F-HRTimeline
Aurora Private Wealth, Inc.18,693$873K0.55%-55713F-HRTimeline
Impact Investors, Inc17,125$800K0.58%-37,52613F-HRTimeline
Summit Wealth Group, LLC17,105$799K0.16%+13913F-HRTimeline
Mason & Associates Inc16,325$763K0.12%-21513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,538$725K<0.01%+6,82113F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…15,232$712K0.02%+1,23013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,014$701K<0.01%+1,49913F-HRTimelineGroup
iA Global Asset Management Inc.13,625$637K0.01%+1,47513F-HRTimeline
ZENITH SOLUTIONS, INC.13,508$631K0.57%13F-HRTimeline
NATURAL INVESTMENTS, LLC12,539$585K0.13%-2,20313F-HRTimeline
Mutual Advisors, LLC10,749$502K0.01%+2,69413F-HRTimeline
HARBOUR INVESTMENTS, INC.10,502$491K0.01%-87913F-HRTimeline
American Money Management, LLC9,298$434K0.06%+27413F-HRTimeline
Diversified Enterprises, LLC9,209$430K0.02%-2613F-HRTimeline
FMR LLCin group FMR LLC7,642$357K<0.01%+52313F-HRTimelineGroup
SBE LLC DBA CEDAR COVE WEALTH PARTNERS7,413$346K0.16%+28413F-HRTimeline
Walkner Condon Financial Advisors LLC7,356$344K0.04%-10513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC6,313$295K0.12%+72213F-HRTimeline
FinArc Investments, Inc.6,295$294K0.27%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,146$287K0.04%+8413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,011$281K0.02%+1,49213F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC5,993$280K0.02%-1,24213F-HRTimeline
Baker Avenue Asset Management, LP5,840$273K0.01%+3513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,802$271K<0.01%-18013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,540$259K<0.01%+22313F-HRTimelineGroup
Heartland Bank & Trust Co5,516$258K0.05%-5913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,162$241K<0.01%new13F-HRTimelineGroup
SWEENEY & MICHEL, LLC5,152$239K0.06%+10113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,118$239K0.04%13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC5,016$234K<0.01%new13F-HRTimeline
Farmers National Bank4,881$228K0.05%-1,10513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,761$222K<0.01%+813F-HRTimelineGroup
Curtis Advisory Group, LLC4,695$219K0.04%new13F-HRTimeline
Milestone Investment Advisors LLC4,676$218K0.05%-9913F-HRTimeline
Gladstone Institutional Advisory LLC4,648$217K0.01%013F-HRTimeline
Estate Counselors, LLC4,625$216K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC4,435$207K<0.01%-2,89213F-HRTimeline
Larson Financial Group LLC4,004$187K<0.01%-95613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,471$162K<0.01%013F-HRTimelineGroup
Sunrise Financial Services, LLC2,888$135K0.08%013F-HRTimeline
Continuum Advisory, LLC2,687$126K0.01%new13F-HRTimeline
Key Financial Inc1,861$86.9K0.01%+16113F-HRTimeline
Rossby Financial, LCC1,639$76.6K0.01%+6813F-HRTimeline
IMA Advisory Services, Inc.1,522$70K<0.01%+2313F-HRTimeline
Integrated Wealth Concepts LLC1,289$60.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,075$50.2K<0.01%-21413F-HRTimeline
AE Wealth Management LLC1,004$46.9K<0.01%-713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS996$46.5K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.867$40.5K0.01%new13F-HRTimeline
PFS Partners, LLC759$35.5K0.01%+913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.702$32.8K<0.01%-1513F-HRTimelineGroup
Glassy Mountain Advisors, Inc.672$31.4K0.01%013F-HRTimeline
Triumph Capital Management650$30.4K0.01%+15913F-HRTimeline
High Note Wealth, LLC505$23.6K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.470$22K0.02%013F-HRTimeline
Front Row Advisors LLC425$19.7K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.393$18.3K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC352$16.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC251$11.7K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management244$11.4K<0.01%+113F-HRTimelineGroup
IFP Advisors, Inc167$7.8K<0.01%-31013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$89<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1$66<0.01%-4313F-HRTimeline