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Ishares High Yild Active ETF (BRHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
State of New Jersey Common Pension Fund D
NEW
Shares225,000
Change+225,000
Value$11.1M
Filed 2026-11-05
Diversify Wealth Management, LLC
DECREASED
Shares198,919 from 255,016
Change-56,097 (-22%)
Value$9.8M (-$3.2M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares198,919 from 255,016
Change-56,097 (-22%)
Value$9.8M (-$3.2M)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares54,127 from 170,503
Change-116,376 (-68%)
Value$2.7M (-$6.0M)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares27,859 from 27,763
Change+96 (+0%)
Value$1.4M (-$44.0K)
Filed 2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED
Shares20,352 from 26,890
Change-6,538 (-24%)
Value$1.0M (-$369.1K)
Filed 2026-10-14
Merit Financial Group, LLC
UNCHANGED
Shares18,759 from 18,759
Change0 (0%)
Value$925.3K (-$32.5K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares17,380 from 11,825
Change+5,555 (+47%)
Value$855.6K (+$255.9K)
Filed 2026-10-27
Roof Eidam Maycock Peralta, LLC
NEW
Shares13,206
Change+13,206
Value$651.4K
Filed 2026-10-15
Sprinkle Financial Consultants LLC
INCREASED
Shares5,057 from 4,980
Change+77 (+2%)
Value$249.5K (-$4.7K)
Filed 2026-10-09
PlanVest Financial, Inc
INCREASED
Shares1,995 from 1,770
Change+225 (+13%)
Value$98.4K (+$8.0K)
Filed 2026-11-09
Realta Investment Advisors
NEW
Shares200
Change+200
Value$9.9K
Filed 2026-10-14
Harbour Investments, Inc.
NEW
Shares128
Change+128
Value$6.3K
Filed 2026-11-09
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 7,559
Change-7,559 (-100%)
Value$0 (-$386.0K)
Filed 2026-11-02
Larson Financial Group LLC
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$11.3K)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 415,263
Change-415,263 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 45,339
Change-45,339 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 38,877
Change-38,877 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 205
Change-205 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 200
Change-200 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
State of New Jersey Common Pension Fund D
NEW225,000—+225,000——$11.1M—2026-11-05
Diversify Wealth Management, LLC
DECREASED198,919255,016-56,097-22%$13.0M$9.8M-$3.2M2026-10-20
Diversify Advisory Services, LLC
DECREASED198,919255,016-56,097-22%$13.0M$9.8M-$3.2M2026-10-20
Kestra Advisory Services, LLC
DECREASED54,127170,503-116,376-68%$8.7M$2.7M-$6.0M2026-11-02
Wedbush Securities Inc
INCREASED27,85927,763+96+0%$1.4M$1.4M-$44.0K2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED20,35226,890-6,538-24%$1.4M$1.0M-$369.1K2026-10-14
Merit Financial Group, LLC
UNCHANGED18,75918,75900%$957.8K$925.3K-$32.5K2026-11-06
Chicago Partners Investment Group LLC
INCREASED17,38011,825+5,555+47%$599.6K$855.6K+$255.9K2026-10-27
Roof Eidam Maycock Peralta, LLC
NEW13,206—+13,206——$651.4K—2026-10-15
Sprinkle Financial Consultants LLC
INCREASED5,0574,980+77+2%$254.2K$249.5K-$4.7K2026-10-09
PlanVest Financial, Inc
INCREASED1,9951,770+225+13%$90.4K$98.4K+$8.0K2026-11-09
Realta Investment Advisors
NEW200—+200——$9.9K—2026-10-14
Harbour Investments, Inc.
NEW128—+128——$6.3K—2026-11-09
Commonwealth Equity Services, LLC
CLOSED07,559-7,559-100%$386.0K$0-$386.0K2026-11-02
Larson Financial Group LLC
CLOSED0221-221-100%$11.3K$0-$11.3K2026-11-05
BlackRock, Inc.
N/A—1,000,000-1,000,000-100%$51.1M———
OneDigital Investment Advisors LLC
N/A—415,263-415,263-100%$21.2M———
Jane Street Group, LLC
N/A—45,339-45,339-100%$2.3M———
Steward Partners Investment Advisory, LLC
N/A—38,877-38,877-100%$2.0M———
Ameriflex Group, Inc.
N/A—5,564-5,564-100%$284.1K———
Citadel Advisors LLC
N/A—4,013-4,013-100%$204.9K———
JPMorgan Chase & Co
N/A—3,705-3,705-100%$189.1K———
Security National Bank of SO DAK
N/A—3,447-3,447-100%$176.0K———
Security National Bank of Sioux City Iowa
N/A—2,225-2,225-100%$113.6K———
Anchor Investment Management, LLC
N/A—1,305-1,305-100%$66.6K———
Osaic Holdings, Inc.
N/A—500-500-100%$25.5K———
National Bank of Canada
N/A—205-205-100%$10.4K———
Morgan Stanley
N/A—200-200-100%$10.2K———
Wells Fargo & Company
N/A—1-1-100%$37———
Showing 29 of 29 institutions