Holdings Channel
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Funds Holding USHY

On this page, we present all of the funds holding USHY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USHY, with a link to that fund's top holdings. The next columns indicate the amount of USHY stock held by each of the funds holding USHY, followed by the USHY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 434 funds holding USHY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Northern Trust Corp. For more details on the positions held by Northern Trust Corp (or by any of the other funds holding USHY), click the fund name in the "Holder" column of the funds-holding-USHY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Northern Trust Corp36,250,721$1,317,714 12/31/2023
     USHY36,250,721$1,317,714 12/31/2023
Fisher Asset Management LLC27,257,262$990,802 12/31/2023
     USHY27,257,262$990,802 12/31/2023
Wells Fargo & Company MN24,258,535$881,798 12/31/2023
     USHY24,258,535$881,798 12/31/2023
BlackRock Inc.24,014,425$872,924 12/31/2023
     USHY24,014,425$872,924 12/31/2023
Jones Financial Companies Lllp15,689,009$570,295 12/31/2023
     USHY15,689,009$570,295 12/31/2023
Raymond James & Associates12,832,409$469,538 03/31/2024
     USHY12,832,409$469,538 03/31/2024
Japan Science & Technology Agency11,130,157$404,581 12/31/2023
     USHY11,130,157$404,581 12/31/2023
Prudential PLC11,008,444$400,157 12/31/2023
     USHY11,008,444$400,157 12/31/2023
Charles Schwab Investment Management Inc.5,572,851$202,573 12/31/2023
     USHY5,572,851$202,573 12/31/2023
Kensington Asset Management LLC5,109,500$185,730 12/31/2023
     USHY5,109,500$185,730 12/31/2023
Wright Fund Managment LLC5,010,100$182,117 12/31/2023
     USHY5,010,100$182,117 12/31/2023
Thrivent Financial for Lutherans4,696,126$170,704 12/31/2023
     USHY4,696,126$170,704 12/31/2023
Envestnet Asset Management Inc.4,111,079$149,438 12/31/2023
     USHY4,111,079$149,438 12/31/2023
Bank of America Corp DE3,882,002$141,111 12/31/2023
     USHY3,882,002$141,111 12/31/2023
Counterpoint Mutual Funds LLC3,709,536$135,732 03/31/2024
     USHY3,709,536$135,732 03/31/2024
TIAA Trust National Association3,627,681$131,866 12/31/2023
     USHY3,627,681$131,866 12/31/2023
Morgan Stanley3,461,964$125,842 12/31/2023
     USHY3,461,964$125,842 12/31/2023
Alaska Permanent Fund Corp3,331,619$121,904 03/31/2024
     USHY3,331,619$121,904 03/31/2024
Toews Corp ADV3,167,800$115,910 03/31/2024
     USHY3,167,800$115,910 03/31/2024
LPL Financial LLC3,089,893$112,318 12/31/2023
     USHY3,089,893$112,318 12/31/2023
UBS Group AG3,065,412$111,428 12/31/2023
     USHY3,065,412$111,428 12/31/2023
Morningstar Investment Services LLC2,982,429$108,799 12/31/2023
     USHY2,982,429$108,799 12/31/2023
1832 Asset Management L.P.2,438,235$88,630 12/31/2023
     USHY2,438,235$88,630 12/31/2023
Manning & Napier Group LLC2,339,735$85,609 03/31/2024
     USHY2,339,735$85,609 03/31/2024
Assetmark Inc.1,936,152$70,379 12/31/2023
     USHY1,936,152$70,379 12/31/2023
SigFig Wealth Management LLC1,862,478$67,701 12/31/2023
     USHY1,862,478$67,701 12/31/2023
Advisory Alpha LLC1,836,198$66,749 12/31/2023
     USHY1,836,198$66,749 12/31/2023
Allstate Corp1,728,000$62,813 12/31/2023
     USHY1,728,000$62,813 12/31/2023
Goldman Sachs Group Inc.1,715,304$62,351 12/31/2023
     USHY1,715,304$62,351 12/31/2023
BNP Paribas Arbitrage SA1,710,277$62,169 12/31/2023
     USHY1,710,277$62,169 12/31/2023
Vanguard Group Inc.1,621,778$58,952 12/31/2023
     USHY1,621,778$58,952 12/31/2023
JPMorgan Chase & Co.1,491,312$54,209 12/31/2023
     USHY1,491,312$54,209 12/31/2023
American Century Companies Inc.1,480,560$53,818 12/31/2023
     USHY1,480,560$53,818 12/31/2023
ERTS Wealth Advisors LLC1,450,799$52,737 12/31/2023
     USHY1,450,799$52,737 12/31/2023
Partners Capital Investment Group LLP1,380,987$50,199 12/31/2023
     USHY1,380,987$50,199 12/31/2023
Bricktown Capital LLC1,377,766$50,082 12/31/2023
     USHY1,377,766$50,082 12/31/2023
Rebalance LLC1,344,604$49,199 03/31/2024
     USHY1,344,604$49,199 03/31/2024
CWM LLC1,236,068$45,228 03/31/2024
     USHY1,236,068$45,228 03/31/2024
Raymond James Financial Services Advisors Inc.1,201,290$43,955 03/31/2024
     USHY1,201,290$43,955 03/31/2024
Nepc LLC1,162,121$42,243 12/31/2023
     USHY1,162,121$42,243 12/31/2023
Citigroup Inc.1,138,864$41,398 12/31/2023
     USHY1,138,864$41,398 12/31/2023
Bank of New York Mellon Corp1,113,817$40,487 12/31/2023
     USHY1,113,817$40,487 12/31/2023
Wealthfront Advisers LLC1,080,022$39,518 03/31/2024
     USHY1,080,022$39,518 03/31/2024
US Bancorp DE925,496$33,642 12/31/2023
     USHY925,496$33,642 12/31/2023
Venturi Wealth Management LLC905,598$32,919 12/31/2023
     USHY905,598$32,919 12/31/2023
Sumitomo Life Insurance Co.885,300$32,181 12/31/2023
     USHY885,300$32,181 12/31/2023
Capital Asset Advisory Services LLC878,199$31,721 03/31/2024
     USHY878,199$31,721 03/31/2024
Axxcess Wealth Management LLC849,923$30,895 12/31/2023
     USHY849,923$30,895 12/31/2023
Advisor Group Holdings Inc.824,075$29,956 12/31/2023
     USHY824,075$29,956 12/31/2023
Cerity Partners LLC800,436$29,096 12/31/2023
     USHY800,436$29,096 12/31/2023
Prime Capital Investment Advisors LLC785,319$28,546 12/31/2023
     USHY785,319$28,546 12/31/2023
State of Wisconsin Board of Commissioners of Public Lands782,666$28,450 12/31/2023
     USHY782,666$28,450 12/31/2023
Mercer Global Advisors Inc. ADV772,452$28,079 12/31/2023
     USHY772,452$28,079 12/31/2023
Aveo Capital Partners LLC709,678$25,797 12/31/2023
     USHY709,678$25,797 12/31/2023
Ameriprise Financial Inc.690,521$25,098 12/31/2023
     USHY690,521$25,098 12/31/2023
Prestige Wealth Management Group LLC654,628$23,796 12/31/2023
     USHY654,628$23,796 12/31/2023
Cetera Advisor Networks LLC627,021$22,792 12/31/2023
     USHY627,021$22,792 12/31/2023
Charles Schwab Investment Advisory Inc.609,325$22,149 12/31/2023
     USHY609,325$22,149 12/31/2023
Hotchkis & Wiley Capital Management LLC583,650$21,216 12/31/2023
     USHY583,650$21,216 12/31/2023
Schonfeld Strategic Advisors LLC575,600$20,923 12/31/2023
     USHY575,600$20,923 12/31/2023
Deutsche Bank AG572,792$20,821 12/31/2023
     USHY572,792$20,821 12/31/2023
Stifel Financial Corp565,444$20,554 12/31/2023
     USHY565,444$20,554 12/31/2023
Truist Financial Corp554,672$20,162 12/31/2023
     USHY554,672$20,162 12/31/2023
Baker Avenue Asset Management LP482,965$17,556 12/31/2023
     USHY482,965$17,556 12/31/2023
Commonwealth Equity Services LLC474,953$17,265 12/31/2023
     USHY474,953$17,265 12/31/2023
Phillips Financial Management LLC444,041$16,141 12/31/2023
     USHY444,041$16,141 12/31/2023
BCJ Capital Management LLC436,198$15,856 12/31/2023
     USHY436,198$15,856 12/31/2023
Benchmark Investment Advisors LLC436,198$15,856 12/31/2023
     USHY436,198$15,856 12/31/2023
Equitable Holdings Inc.402,985$14,648 12/31/2023
     USHY402,985$14,648 12/31/2023
Royal Bank of Canada378,199$13,747 12/31/2023
     USHY378,199$13,747 12/31/2023
Cetera Investment Advisers343,148$12,473 12/31/2023
     USHY343,148$12,473 12/31/2023
Financiere des Professionnels Fonds d investissement inc.339,200$12,411 03/31/2024
     USHY339,200$12,411 03/31/2024
New England Asset Management Inc.340,145$12,364 12/31/2023
     USHY340,145$12,364 12/31/2023
Wedmont Private Capital329,795$11,972 03/31/2024
     USHY329,795$11,972 03/31/2024
JTC Employer Solutions Trusteee Ltd310,219$11,368 03/31/2024
     USHY310,219$11,368 03/31/2024
Neuberger Berman Group LLC305,579$11,108 12/31/2023
     USHY305,579$11,108 12/31/2023
Sage Advisory Services Ltd.Co.287,467$10,449 12/31/2023
     USHY287,467$10,449 12/31/2023
Alps Advisors Inc.267,144$9,711 12/31/2023
     USHY267,144$9,711 12/31/2023
Tolleson Wealth Management Inc.265,984$9,669 12/31/2023
     USHY265,984$9,669 12/31/2023
Loomis Sayles & Co. L P262,879$9,556 12/31/2023
     USHY262,879$9,556 12/31/2023
RWM Asset Management LLC260,892$9,546 03/31/2024
     USHY260,892$9,546 03/31/2024
Monument Capital Management259,880$9,509 03/31/2024
     USHY259,880$9,509 03/31/2024
Deane Retirement Strategies Inc.259,084$9,478 03/31/2024
     USHY259,084$9,478 03/31/2024
Heritage Wealth Management LLC251,464$9,141 12/31/2023
     USHY251,464$9,141 12/31/2023
FC Advisory LLC242,807$8,884 03/31/2024
     USHY242,807$8,884 03/31/2024
American Trust234,593$8,527 12/31/2023
     USHY234,593$8,527 12/31/2023
Allegiance Financial Group Advisory Services LLC232,286$8,444 12/31/2023
     USHY232,286$8,444 12/31/2023
Horizon Investments LLC231,419$8,361 12/31/2023
     USHY231,419$8,361 12/31/2023
Founders Financial Securities LLC227,218$8,314 03/31/2024
     USHY227,218$8,314 03/31/2024
National Bank of Canada FI222,708$8,064 12/31/2023
     USHY222,708$8,064 12/31/2023
Mechanics Bank Trust Department220,111$8,054 03/31/2024
     USHY220,111$8,054 03/31/2024
MML Investors Services LLC213,474$7,760 12/31/2023
     USHY213,474$7,760 12/31/2023
Horizon Financial Services LLC213,395$7,757 12/31/2023
     USHY213,395$7,757 12/31/2023
FMR LLC209,534$7,617 12/31/2023
     USHY209,534$7,617 12/31/2023
Adviser Investments LLC206,438$7,504 12/31/2023
     USHY206,438$7,504 12/31/2023
New York Life Investment Management LLC195,415$7,103 12/31/2023
     USHY195,415$7,103 12/31/2023
Mackenzie Financial Corp193,569$7,036 12/31/2023
     USHY193,569$7,036 12/31/2023
Creative Planning192,068$6,982 12/31/2023
     USHY192,068$6,982 12/31/2023
Cambridge Investment Research Advisors Inc.190,207$6,914 12/31/2023
     USHY190,207$6,914 12/31/2023
Quantitative Strategies Inc.182,644$6,639 12/31/2023
     USHY182,644$6,639 12/31/2023
Forte Asset Management LLC182,637$6,639 12/31/2023
     USHY182,637$6,639 12/31/2023
HighTower Advisors LLC182,857$6,638 12/31/2023
     USHY182,857$6,638 12/31/2023
Northeast Financial Group Inc.180,421$6,602 03/31/2024
     USHY180,421$6,602 03/31/2024
Howe & Rusling Inc.177,925$6,468 12/31/2023
     USHY177,925$6,468 12/31/2023
Donoghue Forlines LLC177,716$6,460 12/31/2023
     USHY177,716$6,460 12/31/2023
Northwestern Mutual Wealth Management Co.169,052$6,145 12/31/2023
     USHY169,052$6,145 12/31/2023
Pinebridge Investments L.P.165,000$5,998 12/31/2023
     USHY165,000$5,998 12/31/2023
One Capital Management LLC163,579$5,946 12/31/2023
     USHY163,579$5,946 12/31/2023
Raymond James Trust N.A.157,289$5,717 12/31/2023
     USHY157,289$5,717 12/31/2023
Topel & Distasi Wealth Management LLC155,184$5,641 12/31/2023
     USHY155,184$5,641 12/31/2023
Riversedge Advisors LLC144,610$5,257 12/31/2023
     USHY144,610$5,257 12/31/2023
Maxi Investments CY Ltd142,097$5,165 12/31/2023
     USHY142,097$5,165 12/31/2023
David Kennon Inc139,618$5,075 12/31/2023
     USHY139,618$5,075 12/31/2023
Hohimer Wealth Management LLC137,379$4,994 12/31/2023
     USHY137,379$4,994 12/31/2023
Prudential Financial Inc.136,600$4,965 12/31/2023
     USHY136,600$4,965 12/31/2023
Comerica Bank133,761$4,862 12/31/2023
     USHY133,761$4,862 12/31/2023
Paragon Advisors LLC130,332$4,738 12/31/2023
     USHY130,332$4,738 12/31/2023
STA Wealth Management LLC128,190$4,660 12/31/2023
     USHY128,190$4,660 12/31/2023
Moneta Group Investment Advisors LLC126,984$4,616 12/31/2023
     USHY126,984$4,616 12/31/2023
Securian Asset Management Inc125,086$4,547 12/31/2023
     USHY125,086$4,547 12/31/2023
Single Point Partners LLC120,426$4,406 03/31/2024
     USHY120,426$4,406 03/31/2024
Hsbc Holdings PLC119,512$4,344 12/31/2023
     USHY119,512$4,344 12/31/2023
Rockefeller Capital Management L.P.117,976$4,288 12/31/2023
     USHY117,976$4,288 12/31/2023
Townsquare Capital LLC115,440$4,196 12/31/2023
     USHY115,440$4,196 12/31/2023
McKinley Carter Wealth Services Inc.114,748$4,171 12/31/2023
     USHY114,748$4,171 12/31/2023
Cornerstone Management Inc.113,519$4,126 12/31/2023
     USHY113,519$4,126 12/31/2023
Chesapeake Wealth Management109,902$3,995 12/31/2023
     USHY109,902$3,995 12/31/2023
Q3 Asset Management103,087$3,745 12/31/2023
     USHY103,087$3,745 12/31/2023
Grey Fox Wealth Advisors LLC101,752$3,723 03/31/2024
     USHY101,752$3,723 03/31/2024
Blue Edge Capital LLC101,366$3,685 12/31/2023
     USHY101,366$3,685 12/31/2023
Baird Financial Group Inc.97,700$3,551 12/31/2023
     USHY97,700$3,551 12/31/2023
Vise Technologies Inc.97,008$3,526 12/31/2023
     USHY97,008$3,526 12/31/2023
Atria Wealth Solutions Inc.94,042$3,418 12/31/2023
     USHY94,042$3,418 12/31/2023
Colony Group LLC92,189$3,351 12/31/2023
     USHY92,189$3,351 12/31/2023
UMB Bank N A MO92,056$3,346 12/31/2023
     USHY92,056$3,346 12/31/2023
Ellevest Inc.91,013$3,308 12/31/2023
     USHY91,013$3,308 12/31/2023
Grove Bank & Trust90,136$3,276 12/31/2023
     USHY90,136$3,276 12/31/2023
GWM Advisors LLC80,486$2,924 12/31/2023
     USHY80,486$2,924 12/31/2023
UBS Asset Management Americas Inc.78,787$2,864 12/31/2023
     USHY78,787$2,864 12/31/2023
Robertson Stephens Wealth Management LLC78,599$2,857 12/31/2023
     USHY78,599$2,857 12/31/2023
Fifth Third Securities Inc.77,837$2,848 03/31/2024
     USHY77,837$2,848 03/31/2024
Envestnet Portfolio Solutions Inc.77,968$2,834 12/31/2023
     USHY77,968$2,834 12/31/2023
Guggenheim Capital LLC75,916$2,760 12/31/2023
     USHY75,916$2,760 12/31/2023
Pathstone Holdings LLC75,267$2,736 12/31/2023
     USHY75,267$2,736 12/31/2023
Oppenheimer & Co. Inc.73,942$2,688 12/31/2023
     USHY73,942$2,688 12/31/2023
Brookstone Capital Management71,931$2,632 03/31/2024
     USHY71,931$2,632 03/31/2024
Clark Capital Management Group Inc.70,801$2,574 12/31/2023
     USHY70,801$2,574 12/31/2023
Sowell Financial Services LLC70,702$2,570 12/31/2023
     USHY70,702$2,570 12/31/2023
SWS Partners70,381$2,558 12/31/2023
     USHY70,381$2,558 12/31/2023
Financial & Tax Architects LLC68,108$2,476 12/31/2023
     USHY68,108$2,476 12/31/2023
PFG Investments LLC67,098$2,455 03/31/2024
     USHY67,098$2,455 03/31/2024
Betterment LLC67,011$2,436 12/31/2023
     USHY67,011$2,436 12/31/2023
Jane Street Group LLC64,909$2,359 12/31/2023
     USHY64,909$2,359 12/31/2023
Steward Partners Investment Advisory LLC63,536$2,310 12/31/2023
     USHY63,536$2,310 12/31/2023
AE Wealth Management LLC63,044$2,302 12/31/2023
     USHY63,044$2,302 12/31/2023
1607 Capital Partners LLC63,000$2,290 12/31/2023
     USHY63,000$2,290 12/31/2023
Alliancebernstein L.P.62,958$2,289 12/31/2023
     USHY62,958$2,289 12/31/2023
Hilltop Holdings Inc.60,831$2,211 12/31/2023
     USHY60,831$2,211 12/31/2023
Pointe Capital Management LLC59,277$2,155 12/31/2023
     USHY59,277$2,155 12/31/2023
Consolidated Portfolio Review Corp56,551$2,056 12/31/2023
     USHY56,551$2,056 12/31/2023
Change Path LLC54,306$1,974 12/31/2023
     USHY54,306$1,974 12/31/2023
Sigma Planning Corp53,748$1,954 12/31/2023
     USHY53,748$1,954 12/31/2023
Vicus Capital52,928$1,937 03/31/2024
     USHY52,928$1,937 03/31/2024
Ashton Thomas Private Wealth LLC52,396$1,917 03/31/2024
     USHY52,396$1,917 03/31/2024
Unison Advisors LLC50,017$1,830 03/31/2024
     USHY50,017$1,830 03/31/2024
Natixis Advisors L.P.50,028$1,818 12/31/2023
     USHY50,028$1,818 12/31/2023
Orion Portfolio Solutions LLC49,533$1,794 12/31/2023
     USHY49,533$1,794 12/31/2023
Integrated Advisors Network LLC48,086$1,748 12/31/2023
     USHY48,086$1,748 12/31/2023
Stratos Wealth Partners LTD.47,392$1,734 03/31/2024
     USHY47,392$1,734 03/31/2024
Leeward Financial Partners LLC46,003$1,683 03/31/2024
     USHY46,003$1,683 03/31/2024
Principal Securities Inc.45,667$1,660 12/31/2023
     USHY45,667$1,660 12/31/2023
Resources Investment Advisors LLC.45,672$1,660 12/31/2023
     USHY45,672$1,660 12/31/2023
M&T Bank Corp44,745$1,626 12/31/2023
     USHY44,745$1,626 12/31/2023
Dodds Wealth LLC44,552$1,619 12/31/2023
     USHY44,552$1,619 12/31/2023
Janney Montgomery Scott LLC43,926$1,597 12/31/2023
     USHY43,926$1,597 12/31/2023
Cottonwood Capital Advisors LLC43,872$1,595 12/31/2023
     USHY43,872$1,595 12/31/2023
Level Four Advisory Services LLC43,717$1,589 12/31/2023
     USHY43,717$1,589 12/31/2023
Park Avenue Securities LLC43,016$1,574 03/31/2024
     USHY43,016$1,574 03/31/2024
Naples Global Advisors LLC42,796$1,556 12/31/2023
     USHY42,796$1,556 12/31/2023
High Net Worth Advisory Group LLC42,016$1,537 03/31/2024
     USHY42,016$1,537 03/31/2024
Clarity Capital Partners LLC41,485$1,508 12/31/2023
     USHY41,485$1,508 12/31/2023
HRT Financial LP41,468$1,507 12/31/2023
     USHY41,468$1,507 12/31/2023
Aurum Wealth Management Group LLC40,874$1,496 03/31/2024
     USHY40,874$1,496 03/31/2024
Verus Capital Partners LLC39,862$1,449 12/31/2023
     USHY39,862$1,449 12/31/2023
Oak Harbor Wealth Partners LLC39,693$1,443 12/31/2023
     USHY39,693$1,443 12/31/2023
Adventist Health System Sunbelt Healthcare Corp39,117$1,422 12/31/2023
     USHY39,117$1,422 12/31/2023
Premier Path Wealth Partners LLC37,023$1,418 12/31/2023
     USHY37,023$1,418 12/31/2023
Octavia Wealth Advisors LLC38,189$1,397 03/31/2024
     USHY38,189$1,397 03/31/2024
Mission Wealth Management LP37,856$1,376 12/31/2023
     USHY37,856$1,376 12/31/2023
Cedar Brook Financial Partners LLC36,167$1,323 03/31/2024
     USHY36,167$1,323 03/31/2024
PAX Financial Group LLC36,036$1,308 12/31/2023
     USHY36,036$1,308 12/31/2023
WealthCare Investment Partners LLC35,642$1,304 03/31/2024
     USHY35,642$1,304 03/31/2024
Charles Schwab Trust Co35,357$1,294 03/31/2024
     USHY35,357$1,294 03/31/2024
The PNC Financial Services Group Inc.35,477$1,290 12/31/2023
     USHY35,477$1,290 12/31/2023
Litman Gregory Asset Management LLC35,279$1,282 12/31/2023
     USHY35,279$1,282 12/31/2023
FDx Advisors Inc.34,755$1,263 12/31/2023
     USHY34,755$1,263 12/31/2023
Saxon Interests Inc.34,429$1,260 03/31/2024
     USHY34,429$1,260 03/31/2024
Cetera Advisors LLC34,338$1,248 12/31/2023
     USHY34,338$1,248 12/31/2023
First Horizon Advisors Inc.33,014$1,200 12/31/2023
     USHY33,014$1,200 12/31/2023
Private Advisor Group LLC32,543$1,183 12/31/2023
     USHY32,543$1,183 12/31/2023
Kestra Advisory Services LLC32,235$1,172 12/31/2023
     USHY32,235$1,172 12/31/2023
Counterweight Ventures LLC32,030$1,164 12/31/2023
     USHY32,030$1,164 12/31/2023
Concurrent Investment Advisors LLC31,121$1,131 12/31/2023
     USHY31,121$1,131 12/31/2023
CAP Partners LLC30,733$1,125 03/31/2024
     USHY30,733$1,125 03/31/2024
Peapack Gladstone Financial Corp30,897$1,123 12/31/2023
     USHY30,897$1,123 12/31/2023
Patriot Investment Management Inc.30,186$1,105 03/31/2024
     USHY30,186$1,105 03/31/2024
Gotham Asset Management LLC29,881$1,086 12/31/2023
     USHY29,881$1,086 12/31/2023
MRP Capital Investments LLC29,727$1,081 12/31/2023
     USHY29,727$1,081 12/31/2023
Kestra Private Wealth Services LLC29,681$1,079 12/31/2023
     USHY29,681$1,079 12/31/2023
Kathmere Capital Management LLC29,468$1,078 03/31/2024
     USHY29,468$1,078 03/31/2024
Spectrum Wealth Counsel LLC29,115$1,058 12/31/2023
     USHY29,115$1,058 12/31/2023
RVW Wealth LLC28,407$1,039 03/31/2024
     USHY28,407$1,039 03/31/2024
Benjamin F. Edwards & Company Inc.28,332$1,030 12/31/2023
     USHY28,332$1,030 12/31/2023
Avantax Advisory Services Inc.28,315$1,029 12/31/2023
     USHY28,315$1,029 12/31/2023
United Capital Financial Advisers LLC28,003$1,018 12/31/2023
     USHY28,003$1,018 12/31/2023
Chicago Partners Investment Group LLC27,844$1,010 12/31/2023
     USHY27,844$1,010 12/31/2023
Wetzel Investment Advisors Inc.27,517$1,000 12/31/2023
     USHY27,517$1,000 12/31/2023
Family Asset Management LLC26,260$955 12/31/2023
     USHY26,260$955 12/31/2023
Defined Wealth Management LLC25,774$943 03/31/2024
     USHY25,774$943 03/31/2024
Sax Wealth Advisors LLC25,731$935 12/31/2023
     USHY25,731$935 12/31/2023
Strategic Advocates LLC25,226$923 03/31/2024
     USHY25,226$923 03/31/2024
BTS Asset Management Inc.23,635$865 03/31/2024
     USHY23,635$865 03/31/2024
Garrett Investment Advisors LLC22,593$827 03/31/2024
     USHY22,593$827 03/31/2024
Condor Capital Management22,764$827 12/31/2023
     USHY22,764$827 12/31/2023
Apollon Wealth Management LLC22,168$806 12/31/2023
     USHY22,168$806 12/31/2023
Wealth Enhancement Advisory Services LLC21,817$798 03/31/2024
     USHY21,817$798 03/31/2024
Signature Estate & Investment Advisors LLC21,915$797 12/31/2023
     USHY21,915$797 12/31/2023
Crabel Capital Management LLC21,599$785 12/31/2023
     USHY21,599$785 12/31/2023
Titleist Asset Management LLC21,179$770 12/31/2023
     USHY21,179$770 12/31/2023
Cullen Frost Bankers Inc.21,059$766 12/31/2023
     USHY21,059$766 12/31/2023
Occidental Asset Management LLC20,865$763 03/31/2024
     USHY20,865$763 03/31/2024
Petix & Botte Co20,966$762 12/31/2023
     USHY20,966$762 12/31/2023
DiMeo Schneider & Associates L.L.C.20,721$753 12/31/2023
     USHY20,721$753 12/31/2023
Wealthsource Partners LLC19,432$706 12/31/2023
     USHY19,432$706 12/31/2023
Principal Financial Group Inc.19,400$705 12/31/2023
     USHY19,400$705 12/31/2023
Gateway Wealth Partners LLC18,666$679 12/31/2023
     USHY18,666$679 12/31/2023
Atlantic Edge Private Wealth Management LLC18,395$669 12/31/2023
     USHY18,395$669 12/31/2023
International Assets Investment Management LLC18,417$667 03/31/2024
     USHY18,417$667 03/31/2024
Hexagon Capital Partners LLC18,234$667 03/31/2024
     USHY18,234$667 03/31/2024
Ethos Financial Group LLC17,737$645 12/31/2023
     USHY17,737$645 12/31/2023
Provident Wealth Management LLC17,591$644 03/31/2024
     USHY17,591$644 03/31/2024
GYL Financial Synergies LLC17,483$636 12/31/2023
     USHY17,483$636 12/31/2023
SageView Advisory Group LLC17,324$633 12/31/2023
     USHY17,324$633 12/31/2023
Ausdal Financial Partners Inc.17,091$625 03/31/2024
     USHY17,091$625 03/31/2024
Susquehanna International Group LLP $614 12/31/2023
     USHY8,506$309 12/31/2023
     Call8,400$305 12/31/2023
Flagship Harbor Advisors LLC16,500$604 03/31/2024
     USHY16,500$604 03/31/2024
RFG Advisory LLC16,213$593 03/31/2024
     USHY16,213$593 03/31/2024
Patten Group Inc.16,006$586 03/31/2024
     USHY16,006$586 03/31/2024
Dorsey & Whitney Trust CO LLC16,000$582 12/31/2023
     USHY16,000$582 12/31/2023
DHK Financial Advisors Inc.15,852$576 12/31/2023
     USHY15,852$576 12/31/2023
Narus Financial Partners LLC15,562$569 03/31/2024
     USHY15,562$569 03/31/2024
Merit Financial Group LLC15,320$557 12/31/2023
     USHY15,320$557 12/31/2023
Modera Wealth Management LLC15,047$547 12/31/2023
     USHY15,047$547 12/31/2023
Atomi Financial Group Inc.14,763$537 12/31/2023
     USHY14,763$537 12/31/2023
Genesee Capital Advisors LLC14,261$522 03/31/2024
     USHY14,261$522 03/31/2024
L & S Advisors Inc14,261$518 12/31/2023
     USHY14,261$518 12/31/2023
CSM Advisors LLC13,750$500 12/31/2023
     USHY13,750$500 12/31/2023
NSI Retail Advisors LLC13,750$500 12/31/2023
     USHY13,750$500 12/31/2023
Mariner LLC13,594$494 12/31/2023
     USHY13,594$494 12/31/2023
Lido Advisors LLC13,395$487 12/31/2023
     USHY13,395$487 12/31/2023
Portside Wealth Group LLC12,780$468 03/31/2024
     USHY12,780$468 03/31/2024
Wakefield Asset Management LLLP12,622$459 12/31/2023
     USHY12,622$459 12/31/2023
Avaii Wealth Management LLC12,551$456 12/31/2023
     USHY12,551$456 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC12,075$439 12/31/2023
     USHY12,075$439 12/31/2023
Adams Wealth Management11,879$432 12/31/2023
     USHY11,879$432 12/31/2023
Summit Financial LLC11,848$431 12/31/2023
     USHY11,848$431 12/31/2023
Continuum Advisory LLC11,564$420 12/31/2023
     USHY11,564$420 12/31/2023
Syntegra Private Wealth Group LLC11,472$417 12/31/2023
     USHY11,472$417 12/31/2023
Argent Trust Co11,337$412 12/31/2023
     USHY11,337$412 12/31/2023
Braun Bostich & Associates Inc.11,164$406 12/31/2023
     USHY11,164$406 12/31/2023
Actinver Wealth Management Inc.11,135$405 12/31/2023
     USHY11,135$405 12/31/2023
HHM Wealth Advisors LLC11,098$403 12/31/2023
     USHY11,098$403 12/31/2023
Beacon Financial Group10,948$398 12/31/2023
     USHY10,948$398 12/31/2023
Venture Visionary Partners LLC10,796$392 12/31/2023
     USHY10,796$392 12/31/2023
Richardson Financial Services Inc.10,585$385 12/31/2023
     USHY10,585$385 12/31/2023
CPA Asset Management LLC10,545$383 12/31/2023
     USHY10,545$383 12/31/2023
DAVENPORT & Co LLC10,519$382 12/31/2023
     USHY10,519$382 12/31/2023
Brighton Jones LLC10,485$381 12/31/2023
     USHY10,485$381 12/31/2023
Foundations Investment Advisors LLC10,223$372 12/31/2023
     USHY10,223$372 12/31/2023
Simplicity Wealth LLC10,149$369 12/31/2023
     USHY10,149$369 12/31/2023
IFP Advisors Inc10,134$368 12/31/2023
     USHY10,134$368 12/31/2023
Neumann Capital Management LLC9,850$358 12/31/2023
     USHY9,850$358 12/31/2023
USAdvisors Wealth Management LLC9,706$352 12/31/2023
     USHY9,706$352 12/31/2023
Dunhill Financial LLC9,577$348 12/31/2023
     USHY9,577$348 12/31/2023
Swmg LLC9,302$338 12/31/2023
     USHY9,302$338 12/31/2023
TCG Advisory Services LLC9,290$338 12/31/2023
     USHY9,290$338 12/31/2023
Harbour Investments Inc.9,249$336 12/31/2023
     USHY9,249$336 12/31/2023
Baltimore Washington Financial Advisors Inc.9,257$336 12/31/2023
     USHY9,257$336 12/31/2023
Diversified Portfolios Inc.9,223$335 12/31/2023
     USHY9,223$335 12/31/2023
Wilson & Boucher Capital Management LLC8,800$320 12/31/2023
     USHY8,800$320 12/31/2023
Strategic Blueprint LLC8,651$314 12/31/2023
     USHY8,651$314 12/31/2023
Cary Street Partners Investment Advisory LLC8,477$308 12/31/2023
     USHY8,477$308 12/31/2023
My Legacy Advisors LLC8,314$303 12/31/2023
     USHY8,314$303 12/31/2023
J.W. Cole Advisors Inc.7,988$290 12/31/2023
     USHY7,988$290 12/31/2023
Aire Advisors LLC7,954$289 12/31/2023
     USHY7,954$289 12/31/2023
Unique Wealth Strategies LLC7,817$284 12/31/2023
     USHY7,817$284 12/31/2023
Kohmann Bosshard Financial Services LLC7,594$278 03/31/2024
     USHY7,594$278 03/31/2024
Regal Investment Advisors LLC7,527$274 12/31/2023
     USHY7,527$274 12/31/2023
Pensionmark Financial Group LLC7,527$274 12/31/2023
     USHY7,527$274 12/31/2023
Iron Financial LLC7,453$271 12/31/2023
     USHY7,453$271 12/31/2023
Boston Private Wealth LLC7,252$264 12/31/2023
     USHY7,252$264 12/31/2023
Strategic Investment Advisors MI7,263$264 12/31/2023
     USHY7,263$264 12/31/2023
Bragg Financial Advisors Inc6,961$253 12/31/2023
     USHY6,961$253 12/31/2023
G&S Capital LLC6,806$249 03/31/2024
     USHY6,806$249 03/31/2024
Gilbert & Cook Inc.6,775$246 12/31/2023
     USHY6,775$246 12/31/2023
Balanced Rock Investment Advisor6,670$242 12/31/2023
     USHY6,670$242 12/31/2023
Snowden Capital Advisors LLC6,611$240 12/31/2023
     USHY6,611$240 12/31/2023
Raymond James Trust CO. of NH6,572$239 12/31/2023
     USHY6,572$239 12/31/2023
Prospera Financial Services Inc6,485$236 12/31/2023
     USHY6,485$236 12/31/2023
Capital Investment Advisors LLC6,388$234 03/31/2024
     USHY6,388$234 03/31/2024
Commerce Bank6,423$233 12/31/2023
     USHY6,423$233 12/31/2023
HBW Advisory Services LLC6,363$231 03/31/2024
     USHY6,363$231 03/31/2024
Covestor Ltd6,354$231 12/31/2023
     USHY6,354$231 12/31/2023
NBT Bank N A NY6,288$229 12/31/2023
     USHY6,288$229 12/31/2023
Boyd Watterson Asset Management LLC OH6,252$227 12/31/2023
     USHY6,252$227 12/31/2023
TAGStone Capital Inc.6,198$225 12/31/2023
     USHY6,198$225 12/31/2023
Wiley BROS. Aintree Capital LLC6,033$221 03/31/2024
     USHY6,033$221 03/31/2024
Plancorp LLC6,069$221 12/31/2023
     USHY6,069$221 12/31/2023
United Asset Strategies Inc.5,931$216 12/31/2023
     USHY5,931$216 12/31/2023
HB Wealth Management LLC5,897$214 12/31/2023
     USHY5,897$214 12/31/2023
Bigelow Investment Advisors LLC5,851$213 12/31/2023
     USHY5,851$213 12/31/2023
Secure Asset Management LLC5,861$213 12/31/2023
     USHY5,861$213 12/31/2023
Western Wealth Management LLC5,613$204 12/31/2023
     USHY5,613$204 12/31/2023
Stonebrook Private Inc.5,609$204 12/31/2023
     USHY5,609$204 12/31/2023
Householder Group Estate & Retirement Specialist LLC5,326$193 12/31/2023
     USHY5,326$193 12/31/2023
Beacon Capital Management LLC5,532$192 12/31/2023
     USHY5,532$192 12/31/2023
Bell Investment Advisors Inc4,751$173 12/31/2023
     USHY4,751$173 12/31/2023
Huntington National Bank4,543$165 12/31/2023
     USHY4,543$165 12/31/2023
Advisory Services Network LLC4,273$155 12/31/2023
     USHY4,273$155 12/31/2023
Proequities Inc.4,226$154 12/31/2023
     USHY4,226$154 12/31/2023
Global Retirement Partners LLC4,142$150 12/31/2023
     USHY4,142$150 12/31/2023
Coastal Investment Advisors Inc.3,910$143 03/31/2024
     USHY3,910$143 03/31/2024
Winch Advisory Services LLC3,639$132 12/31/2023
     USHY3,639$132 12/31/2023
Private Trust Co. NA3,542$129 12/31/2023
     USHY3,542$129 12/31/2023
Private Ocean LLC3,510$128 03/31/2024
     USHY3,510$128 03/31/2024
Clearstead Advisors LLC3,028$110 12/31/2023
     USHY3,028$110 12/31/2023
Farther Finance Advisors LLC2,606$95 12/31/2023
     USHY2,606$95 12/31/2023
Geneos Wealth Management Inc.2,588$94 12/31/2023
     USHY2,588$94 12/31/2023
ORG Partners LLC2,531$92 12/31/2023
     USHY2,531$92 12/31/2023
Blair William & Co. IL2,427$88 12/31/2023
     USHY2,427$88 12/31/2023
Tower Research Capital LLC TRC 2,334$85 12/31/2023
     USHY2,334$85 12/31/2023
Fifth Third Bancorp2,295$83 12/31/2023
     USHY2,295$83 12/31/2023
Financial Management Professionals Inc.2,239$82 03/31/2024
     USHY2,239$82 03/31/2024
Capital Analysts LLC2,252$82 12/31/2023
     USHY2,252$82 12/31/2023
ICA Group Wealth Management LLC2,129$77 12/31/2023
     USHY2,129$77 12/31/2023
AdvisorNet Financial Inc1,873$69 03/31/2024
     USHY1,873$69 03/31/2024
Investors Research Corp1,784$65 12/31/2023
     USHY1,784$65 12/31/2023
Tyler Stone Wealth Management1,618$59 12/31/2023
     USHY1,618$59 12/31/2023
Whittier Trust Co.1,560$57 12/31/2023
     USHY1,560$57 12/31/2023
Castleview Partners LLC1,557$57 12/31/2023
     USHY1,557$57 12/31/2023
Bromfield Sneider Wealth Advisors1,530$56 03/31/2024
     USHY1,530$56 03/31/2024
EverSource Wealth Advisors LLC1,524$55 12/31/2023
     USHY1,524$55 12/31/2023
Financial Gravity Asset Management Inc.1,520$55 12/31/2023
     USHY1,520$55 12/31/2023
Foster Dykema Cabot & Partners LLC1,422$52 12/31/2023
     USHY1,422$52 12/31/2023
ZRC Wealth Management LLC1,401$51 03/31/2024
     USHY1,401$51 03/31/2024
Pacifica Partners Inc.1,340$49 03/31/2024
     USHY1,340$49 03/31/2024
Cutler Group LP1,300$47 03/31/2024
     USHY1,300$47 03/31/2024
Sunbelt Securities Inc.1,238$45 03/31/2024
     USHY1,238$45 03/31/2024
Tennessee Valley Asset Management Partners1,233$45 12/31/2023
     USHY1,233$45 12/31/2023
Bank of Montreal Can1,118$41 12/31/2023
     USHY1,118$41 12/31/2023
GoalVest Advisory LLC1,088$40 03/31/2024
     USHY1,088$40 03/31/2024
CVA Family Office LLC1,000$37 03/31/2024
     USHY1,000$37 03/31/2024
Newbridge Financial Services Group Inc.1,000$36 12/31/2023
     USHY1,000$36 12/31/2023
Farmers & Merchants Investments Inc.882$32 03/31/2024
     USHY882$32 03/31/2024
TD Capital Management LLC826$30 12/31/2023
     USHY826$30 12/31/2023
Cornerstone Planning Group LLC834$30 12/31/2023
     USHY834$30 12/31/2023
Resurgent Financial Advisors LLC718$26 12/31/2023
     USHY718$26 12/31/2023
Spire Wealth Management700$25 12/31/2023
     USHY700$25 12/31/2023
MCF Advisors LLC666$24 03/31/2024
     USHY666$24 03/31/2024
Pacific Capital Wealth Advisors Inc.642$23 12/31/2023
     USHY642$23 12/31/2023
Key Financial Inc570$21 12/31/2023
     USHY570$21 12/31/2023
GPS Wealth Strategies Group LLC538$20 12/31/2023
     USHY538$20 12/31/2023
Cape Investment Advisory Inc.516$19 12/31/2023
     USHY516$19 12/31/2023
Concord Wealth Partners499$18 12/31/2023
     USHY499$18 12/31/2023
Whittier Trust Co. of Nevada Inc.473$17 12/31/2023
     USHY473$17 12/31/2023
Coppell Advisory Solutions LLC467$17 12/31/2023
     USHY467$17 12/31/2023
Register Financial Advisors LLC440$16 03/31/2024
     USHY440$16 03/31/2024
Carmichael Hill & Associates Inc.431$16 12/31/2023
     USHY431$16 12/31/2023
BOK Financial Private Wealth Inc.400$15 12/31/2023
     USHY400$15 12/31/2023
Bessemer Group Inc.377$14 12/31/2023
     USHY377$14 12/31/2023
Indiana Trust & Investment Management CO297$11 03/31/2024
     USHY297$11 03/31/2024
Brown Brothers Harriman & Co.300$11 12/31/2023
     USHY300$11 12/31/2023
Pflug Koory LLC277$10 03/31/2024
     USHY277$10 03/31/2024
Stephens Consulting LLC275$10 03/31/2024
     USHY275$10 03/31/2024
NBC Securities Inc.253$9 03/31/2024
     USHY253$9 03/31/2024
Pinnacle Bank234$9 03/31/2024
     USHY234$9 03/31/2024
Sound Income Strategies LLC255$9 03/31/2024
     USHY255$9 03/31/2024
Creative Financial Designs Inc. ADV236$9 12/31/2023
     USHY236$9 12/31/2023
Allworth Financial LP247$9 12/31/2023
     USHY247$9 12/31/2023
PFG Private Wealth Management LLC240$9 12/31/2023
     USHY240$9 12/31/2023
Tucker Asset Management LLC257$9 12/31/2023
     USHY257$9 12/31/2023
Caldwell Sutter Capital Inc.223$8 03/31/2024
     USHY223$8 03/31/2024
APCM Wealth Management for Individuals212$8 03/31/2024
     USHY212$8 03/31/2024
Parallel Advisors LLC200$7 12/31/2023
     USHY200$7 12/31/2023
Piscataqua Savings Bank168$6 03/31/2024
     USHY168$6 03/31/2024
Hazlett Burt & Watson Inc.167$6 12/31/2023
     USHY167$6 12/31/2023
O Shaughnessy Asset Management LLC167$6 12/31/2023
     USHY167$6 12/31/2023
Wolff Wiese Magana LLC139$5 03/31/2024
     USHY139$5 03/31/2024
Focused Wealth Management Inc145$5 12/31/2023
     USHY145$5 12/31/2023
Capital Investment Advisory Services LLC148$5 12/31/2023
     USHY148$5 12/31/2023
Pineridge Advisors LLC146$5 12/31/2023
     USHY146$5 12/31/2023
Future Financial Wealth Managment LLC103$4 03/31/2024
     USHY103$4 03/31/2024
DHJJ Financial Advisors Ltd.116$4 03/31/2024
     USHY116$4 03/31/2024
Mark Sheptoff Financial Planning LLC109$4 12/31/2023
     USHY109$4 12/31/2023
Aptus Capital Advisors LLC121$4 12/31/2023
     USHY121$4 12/31/2023
Independence Bank of Kentucky79$3 03/31/2024
     USHY79$3 03/31/2024
Rosenberg Matthew Hamilton78$3 03/31/2024
     USHY78$3 03/31/2024
PSI Advisors LLC86$3 12/31/2023
     USHY86$3 12/31/2023
Rockbridge Investment Management LCC82$3 12/31/2023
     USHY82$3 12/31/2023
Provence Wealth Management Group81$3 12/31/2023
     USHY81$3 12/31/2023
Tidemark LLC90$3 12/31/2023
     USHY90$3 12/31/2023
ST Germain D J Co. Inc.44$2 03/31/2024
     USHY44$2 03/31/2024
Atticus Wealth Management LLC55$2 03/31/2024
     USHY55$2 03/31/2024
WealthShield Partners LLC45$2 12/31/2023
     USHY45$2 12/31/2023
Jackson Hole Capital Partners LLC58$2 12/31/2023
     USHY58$2 12/31/2023
Avion Wealth58$2 12/31/2023
     USHY58$2 12/31/2023
Archer Investment Corp61$2 12/31/2023
     USHY61$2 12/31/2023
Aspire Private Capital LLC16$1 03/31/2024
     USHY16$1 03/31/2024
Franklin Resources Inc.27$1 12/31/2023
     USHY27$1 12/31/2023
First Manhattan Co.41$1 12/31/2023
     USHY41$1 12/31/2023
Richard W. Paul & Associates LLC31$1 12/31/2023
     USHY31$1 12/31/2023
Kiely Wealth Advisory Group Inc.40$1 12/31/2023
     USHY40$1 12/31/2023
Sachetta LLC28$1 12/31/2023
     USHY28$1 12/31/2023
Asset Dedication LLC2$0 03/31/2024
     USHY2$0 03/31/2024
Oakworth Capital Inc.4$0 03/31/2024
     USHY4$0 03/31/2024
Global Trust Asset Management LLC13$0 03/31/2024
     USHY13$0 03/31/2024
Gradient Investments LLC12$0 12/31/2023
     USHY12$0 12/31/2023
SRS Capital Advisors Inc.6$0 12/31/2023
     USHY6$0 12/31/2023
Tortoise Investment Management LLC3$0 12/31/2023
     USHY3$0 12/31/2023
First Command Advisory Services Inc.11$0 12/31/2023
     USHY11$0 12/31/2023
Larson Financial Group LLC4$0 12/31/2023
     USHY4$0 12/31/2023
Kozak & Associates Inc.1$0 12/31/2023
     USHY1$0 12/31/2023
Salomon & Ludwin LLC1$0 12/31/2023
     USHY1$0 12/31/2023
Nalls Sherbakoff Group LLC11$0 12/31/2023
     USHY11$0 12/31/2023
Oliver Lagore Vanvalin Investment Group1$0 12/31/2023
     USHY1$0 12/31/2023

See Summary: Institutional Holders of USHY
See Details: Top 10 Hedge Funds Holding USHY
Also See: USHY Holdings Changes

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