IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Counter Point HI YLD ETF (HYTR)

CUSIP: 66538R722 | NYSE | 43 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC11,961,293
0.1% of portfolio›$248.4M
Concurrent Investment Advisors, LLC177,114
0.0% of portfolio›$3.7M
Counterpoint Mutual Funds LLC140,500
0.3% of portfolio›$2.9M
Daymark Wealth Partners, LLC81,333
0.0% of portfolio›$1.7M
Accurate Wealth Management, LLC72,242
0.1% of portfolio›$1.5M
Partners Wealth Management, LLC36,351
0.1% of portfolio›$755.0K
Perigon Wealth Management, LLC32,940
0.0% of portfolio›$684.2K
Savant Capital, LLC32,287
0.0% of portfolio›$670.6K
WealthPlan Investment Management, LLC19,424
0.0% of portfolio›$403.4K
Jacobi Capital Management LLC12,921
0.0% of portfolio›$268.4K
IFP Advisors, Inc11,949
0.0% of portfolio›$248.2K
West Michigan Advisors, LLC10,903
0.0% of portfolio›$226.5K
StyleTurnoverLocationFiled
LPL Financial LLC
11,961,293$248.4M0.1%IndexVery LowFort Mill, SC2026-11-06
Concurrent Investment Advisors, LLC
177,114$3.7M0.0%CoreMediumTampa, FL2026-10-16
Counterpoint Mutual Funds LLC
140,500$2.9M0.3%Deep ValueVery HighSan Diego, CA2026-10-16
Daymark Wealth Partners, LLC
81,333$1.7M0.0%CoreLowCincinnati, OH2026-11-04
Accurate Wealth Management, LLC
72,242$1.5M0.1%CoreMediumWesley Chapel, FL2026-10-20
Partners Wealth Management, LLC
36,351$755.0K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Perigon Wealth Management, LLC
32,940$684.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Savant Capital, LLC
32,287$670.6K0.0%ETFLowRockford, IL2026-11-06
WealthPlan Investment Management, LLC
19,424$403.4K0.0%GrowthMediumOmaha, NE2026-10-15
Jacobi Capital Management LLC
12,921$268.4K0.0%CoreLowPittston, PA2026-11-05
IFP Advisors, Inc
11,949$248.2K0.0%CoreLowTampa, FL2026-10-16
West Michigan Advisors, LLC
10,903$226.5K0.0%CoreHighHolland, MI2026-11-09