HoldingsChannel.com
Funds Holding USHY
HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG16,367,186$625,554 06/30/2020
     USHY16,367,186$625,554 06/30/2020
Bank of America Corp DE12,704,260$451,001 03/31/2020
     USHY12,704,260$451,001 03/31/2020
LPL Financial LLC10,124,851$359,432 03/31/2020
     USHY10,124,851$359,432 03/31/2020
Raymond James & Associates8,374,938$320,090 06/30/2020
     USHY8,374,938$320,090 06/30/2020
Charles Schwab Investment Advisory Inc.4,670,424$165,800 03/31/2020
     USHY4,670,424$165,800 03/31/2020
Alaska Permanent Fund Corp4,560,410$161,895 03/31/2020
     USHY4,560,410$161,895 03/31/2020
Assetmark Inc.4,362,743$154,877 03/31/2020
     USHY4,362,743$154,877 03/31/2020
Adventist Health System Sunbelt Healthcare Corp3,689,893$141,026 06/30/2020
     USHY3,689,893$141,026 06/30/2020
Charles Schwab Investment Management Inc.3,015,950$107,066 03/31/2020
     USHY3,015,950$107,066 03/31/2020
BlackRock Inc.2,118,739$75,216 03/31/2020
     USHY2,118,739$75,216 03/31/2020
Clark Capital Management Group Inc.1,951,251$69,269 03/31/2020
     USHY1,951,251$69,269 03/31/2020
Morningstar Investment Services LLC1,383,814$52,281 06/30/2020
     USHY1,383,814$52,281 06/30/2020
Wells Fargo & Company MN1,366,808$48,522 03/31/2020
     USHY1,366,808$48,522 03/31/2020
Advisor Group Holdings Inc.1,062,499$36,088 03/31/2020
     USHY1,062,499$36,088 03/31/2020
American Century Companies Inc.969,503$34,417 03/31/2020
     USHY969,503$34,417 03/31/2020
Fisher Asset Management LLC827,236$31,617 06/30/2020
     USHY827,236$31,617 06/30/2020
Morningstar Investment Management LLC822,579$31,439 06/30/2020
     USHY822,579$31,439 06/30/2020
JPMorgan Chase & Co.726,984$25,808 03/31/2020
     USHY726,984$25,808 03/31/2020
ERTS Wealth Advisors LLC619,302$21,985 03/31/2020
     USHY619,302$21,985 03/31/2020
Envestnet Asset Management Inc.439,344$16,792 06/30/2020
     USHY439,344$16,792 06/30/2020
US Bancorp DE363,121$13,879 06/30/2020
     USHY363,121$13,879 06/30/2020
State of Wisconsin Investment Board351,258$12,470 03/31/2020
     USHY351,258$12,470 03/31/2020
PineBridge Investments L.P.299,251$10,623 03/31/2020
     USHY299,251$10,623 03/31/2020
Goldman Sachs Group Inc.249,815$8,869 03/31/2020
     USHY249,815$8,869 03/31/2020
Global Financial Private Capital Inc207,979$7,387 03/31/2020
     USHY207,979$7,387 03/31/2020
First Mercantile Trust Co.187,589$7,160 06/30/2020
     USHY187,589$7,160 06/30/2020
CWM LLC186,732$7,137 06/30/2020
     USHY186,732$7,137 06/30/2020
Cambridge Investment Research Advisors Inc.184,213$7,041 06/30/2020
     USHY184,213$7,041 06/30/2020
Raymond James Financial Services Advisors Inc.116,880$4,467 06/30/2020
     USHY116,880$4,467 06/30/2020
Qube Research & Technologies Ltd121,532$4,314 03/31/2020
     USHY121,532$4,314 03/31/2020
MML Investors Services LLC116,967$4,152 03/31/2020
     USHY116,967$4,152 03/31/2020
Raymond James Trust N.A.103,123$3,942 06/30/2020
     USHY103,123$3,942 06/30/2020
Integrated Wealth Concepts LLC97,023$3,708 06/30/2020
     USHY97,023$3,708 06/30/2020
Toews Corp ADV95,000$3,631 06/30/2020
     USHY95,000$3,631 06/30/2020
Securian Asset Management Inc85,157$3,255 06/30/2020
     USHY85,157$3,255 06/30/2020
Alps Advisors Inc.83,580$3,194 06/30/2020
     USHY83,580$3,194 06/30/2020
Private Advisor Group LLC87,567$3,109 03/31/2020
     USHY87,567$3,109 03/31/2020
Atria Investments LLC86,684$3,077 03/31/2020
     USHY86,684$3,077 03/31/2020
Phillips Financial Management LLC78,495$3,000 06/30/2020
     USHY78,495$3,000 06/30/2020
Global Retirement Partners LLC64,211$2,454 06/30/2020
     USHY64,211$2,454 06/30/2020
Hohimer Wealth Management LLC62,928$2,405 06/30/2020
     USHY62,928$2,405 06/30/2020
SWS Partners64,476$2,289 03/31/2020
     USHY64,476$2,289 03/31/2020
First Allied Advisory Services Inc.58,877$2,090 03/31/2020
     USHY58,877$2,090 03/31/2020
Stratos Wealth Partners LTD.50,534$1,931 06/30/2020
     USHY50,534$1,931 06/30/2020
Ford Financial Group LLC44,789$1,711 06/30/2020
     USHY44,789$1,711 06/30/2020
Moneta Group Investment Advisors LLC47,155$1,674 03/31/2020
     USHY47,155$1,674 03/31/2020
Baltimore Washington Financial Advisors Inc.43,355$1,657 06/30/2020
     USHY43,355$1,657 06/30/2020
Naples Global Advisors LLC40,875$1,562 06/30/2020
     USHY40,875$1,562 06/30/2020
Synovus Financial Corp40,414$1,544 06/30/2020
     USHY40,414$1,544 06/30/2020
Neuberger Berman Group LLC35,174$1,249 03/31/2020
     USHY35,174$1,249 03/31/2020
Flagship Harbor Advisors LLC30,686$1,172 06/30/2020
     USHY30,686$1,172 06/30/2020
United Capital Financial Advisers LLC32,488$1,153 03/31/2020
     USHY32,488$1,153 03/31/2020
Menard Financial Group LLC31,956$1,134 03/31/2020
     USHY31,956$1,134 03/31/2020
Commonwealth Equity Services LLC30,789$1,093 03/31/2020
     USHY30,789$1,093 03/31/2020
Western Wealth Management LLC27,815$1,063 06/30/2020
     USHY27,815$1,063 06/30/2020
Stadion Money Management LLC28,900$1,026 03/31/2020
     USHY28,900$1,026 03/31/2020
Wealthsource Partners LLC28,602$1,015 03/31/2020
     USHY28,602$1,015 03/31/2020
Client 1ST Advisory Group LLC28,580$1,015 03/31/2020
     USHY28,580$1,015 03/31/2020
Charles Schwab Trust Co23,364$893 06/30/2020
     USHY23,364$893 06/30/2020
Gilbert & Cook Inc.21,063$805 06/30/2020
     USHY21,063$805 06/30/2020
Quest Capital Management Inc. ADV20,885$798 06/30/2020
     USHY20,885$798 06/30/2020
Harbour Capital Advisors LLC20,798$795 06/30/2020
     USHY20,798$795 06/30/2020
OTA Financial Group L.P.19,410$741 06/30/2020
     USHY19,410$741 06/30/2020
3EDGE Asset Management LP18,730$716 06/30/2020
     USHY18,730$716 06/30/2020
Ameriprise Financial Inc.18,836$669 03/31/2020
     USHY18,836$669 03/31/2020
Private Trust Co. NA15,756$604 06/30/2020
     USHY15,756$604 06/30/2020
Captrust Financial Advisors17,300$598 03/31/2020
     USHY17,300$598 03/31/2020
STA Wealth Management LLC15,378$588 06/30/2020
     USHY15,378$588 06/30/2020
HYA Advisors Inc16,166$574 03/31/2020
     USHY16,166$574 03/31/2020
IHT Wealth Management LLC15,891$564 03/31/2020
     USHY15,891$564 03/31/2020
RBA Wealth Management LLC15,477$549 03/31/2020
     USHY15,477$549 03/31/2020
Steward Partners Investment Advisory LLC14,216$543 06/30/2020
     USHY14,216$543 06/30/2020
Redwood Investment Management LLC15,292$543 03/31/2020
     USHY15,292$543 03/31/2020
Aspire Private Capital LLC14,008$497 03/31/2020
     USHY14,008$497 03/31/2020
Royal Bank of Canada13,903$493 03/31/2020
     USHY13,903$493 03/31/2020
Gladstone Institutional Advisory LLC13,814$491 03/31/2020
     USHY13,814$491 03/31/2020
Columbus Macro LLC12,349$472 06/30/2020
     USHY12,349$472 06/30/2020
Choate Investment Advisors12,295$470 06/30/2020
     USHY12,295$470 06/30/2020
Cooper Financial Group12,277$469 06/30/2020
     USHY12,277$469 06/30/2020
BBVA USA Bancshares Inc.11,890$454 06/30/2020
     USHY11,890$454 06/30/2020
Livingston Group Asset Management CO operating as Southport Capital Management 11,272$431 06/30/2020
     USHY11,272$431 06/30/2020
AdvisorNet Financial Inc11,726$416 03/31/2020
     USHY11,726$416 03/31/2020
Comerica Bank10,017$396 06/30/2020
     USHY10,017$396 06/30/2020
AE Wealth Management LLC10,199$390 06/30/2020
     USHY10,199$390 06/30/2020
Copperleaf Capital LLC10,060$384 06/30/2020
     USHY10,060$384 06/30/2020
Equitable Holdings Inc.10,626$377 03/31/2020
     USHY10,626$377 03/31/2020
Geneva Partners LLC9,736$372 06/30/2020
     USHY9,736$372 06/30/2020
Wakefield Asset Management LLLP9,086$347 06/30/2020
     USHY9,086$347 06/30/2020
Thrivent Financial for Lutherans9,713$345 03/31/2020
     USHY9,713$345 03/31/2020
V Wealth Advisors LLC8,423$322 06/30/2020
     USHY8,423$322 06/30/2020
Manning & Napier Group LLC8,442$322 06/30/2020
     USHY8,442$322 06/30/2020
Kohmann Bosshard Financial Services LLC8,983$319 03/31/2020
     USHY8,983$319 03/31/2020
Perigon Wealth Management LLC7,913$302 06/30/2020
     USHY7,913$302 06/30/2020
Financial Advocates Investment Management8,473$301 03/31/2020
     USHY8,473$301 03/31/2020
RFG Advisory LLC7,682$294 06/30/2020
     USHY7,682$294 06/30/2020
Pinnacle Advisory Group Inc.8,289$294 03/31/2020
     USHY8,289$294 03/31/2020
Mather Group LLC.7,734$275 03/31/2020
     USHY7,734$275 03/31/2020
Morgan Stanley7,638$271 03/31/2020
     USHY7,638$271 03/31/2020
Teamwork Financial Advisors LLC6,834$261 06/30/2020
     USHY6,834$261 06/30/2020
Change Path LLC7,131$253 03/31/2020
     USHY7,131$253 03/31/2020
Sigma Planning Corp6,567$251 06/30/2020
     USHY6,567$251 06/30/2020
Aveo Capital Partners LLC7,024$249 03/31/2020
     USHY7,024$249 03/31/2020
Vicus Capital6,049$231 06/30/2020
     USHY6,049$231 06/30/2020
LexAurum Advisors LLC6,049$231 06/30/2020
     USHY6,049$231 06/30/2020
One Wealth Advisors LLC6,505$231 03/31/2020
     USHY6,505$231 03/31/2020
Capital Investment Advisory Services LLC5,381$206 06/30/2020
     USHY5,381$206 06/30/2020
Vivid Financial Management Inc.5,283$202 06/30/2020
     USHY5,283$202 06/30/2020
Whittier Trust Co.5,245$200 06/30/2020
     USHY5,245$200 06/30/2020
Patriot Financial Group Insurance Agency LLC4,372$167 06/30/2020
     USHY4,372$167 06/30/2020
Deutsche Bank AG4,680$166 03/31/2020
     USHY4,680$166 03/31/2020
Centaurus Financial Inc.4,409$157 03/31/2020
     USHY4,409$157 03/31/2020
Sowell Financial Services LLC4,433$157 03/31/2020
     USHY4,433$157 03/31/2020
Carroll Financial Associates Inc.3,401$130 06/30/2020
     USHY3,401$130 06/30/2020
Ameritas Investment Company LLC1,902$68 03/31/2020
     USHY1,902$68 03/31/2020
IFP Advisors Inc1,678$62 06/30/2020
     USHY1,678$62 06/30/2020
Rockefeller Capital Management L.P.1,731$61 03/31/2020
     USHY1,731$61 03/31/2020
Investors Research Corp1,573$60 06/30/2020
     USHY1,573$60 06/30/2020
Whittier Trust Co. of Nevada Inc.1,225$47 06/30/2020
     USHY1,225$47 06/30/2020
Savior LLC1,175$45 06/30/2020
     USHY1,175$45 06/30/2020
Accurate Investment Solutions Inc.1,101$39 03/31/2020
     USHY1,101$39 03/31/2020
Bogart Wealth LLC829$32 06/30/2020
     USHY829$32 06/30/2020
Proequities Inc.824$29 03/31/2020
     USHY824$29 03/31/2020
Vectors Research Management LLC709$25 03/31/2020
     USHY709$25 03/31/2020
Tsfg LLC583$22 06/30/2020
     USHY583$22 06/30/2020
O Shaughnessy Asset Management LLC508$18 03/31/2020
     USHY508$18 03/31/2020
Private Capital Group LLC509$18 03/31/2020
     USHY509$18 03/31/2020
Wealth Quarterback LLC519$18 03/31/2020
     USHY519$18 03/31/2020
Fifth Third Bancorp457$17 06/30/2020
     USHY457$17 06/30/2020
Orion Portfolio Solutions LLC439$16 03/31/2020
     USHY439$16 03/31/2020
FMR LLC420$15 03/31/2020
     USHY420$15 03/31/2020
Creative Financial Designs Inc. ADV334$13 06/30/2020
     USHY334$13 06/30/2020
Blair William & Co. IL301$11 03/31/2020
     USHY301$11 03/31/2020
Jacobi Capital Management LLC98$10 06/30/2020
     USHY98$10 06/30/2020
Focused Wealth Management Inc243$9 06/30/2020
     USHY243$9 06/30/2020
Ironwood Financial llc239$9 06/30/2020
     USHY239$9 06/30/2020
TRUE Private Wealth Advisors261$9 06/30/2020
     USHY261$9 06/30/2020
Larson Financial Group LLC203$8 06/30/2020
     USHY203$8 06/30/2020
Northwestern Mutual Wealth Management Co.166$6 03/31/2020
     USHY166$6 03/31/2020
LifePlan Financial Group Inc134$5 06/30/2020
     USHY134$5 06/30/2020
Valeo Financial Advisors LLC98$4 06/30/2020
     USHY98$4 06/30/2020
Leelyn Smith LLC100$4 06/30/2020
     USHY100$4 06/30/2020
Citigroup Inc.120$4 03/31/2020
     USHY120$4 03/31/2020
Gradient Investments LLC54$2 06/30/2020
     USHY54$2 06/30/2020
Clearstead Advisors LLC28$1 06/30/2020
     USHY28$1 06/30/2020
Plante Moran Financial Advisors LLC17$1 06/30/2020
     USHY17$1 06/30/2020
D Orazio & Associates Inc.33$1 06/30/2020
     USHY33$1 06/30/2020
Carmichael Hill & Associates Inc.21$1 06/30/2020
     USHY21$1 06/30/2020
Weaver Consulting Group30$1 06/30/2020
     USHY30$1 06/30/2020
Red Door Wealth Management LLC33$1 06/30/2020
     USHY33$1 06/30/2020
First Horizon Advisors Inc.0$0 06/30/2020
     USHY0$0 06/30/2020
Liberty Wealth Management LLC181$0 06/30/2020
     USHY181$0 06/30/2020
Archer Investment Corp9$0 03/31/2020
     USHY9$0 03/31/2020
Walled Lake Planning & Wealth Management LLC2$0 03/31/2020
     USHY2$0 03/31/2020
Allianz Asset Management GmbH6,778$-1,059,656 03/31/2020
     Put26,459,117$1,059,897 03/31/2020
     USHY6,778$241 03/31/2020

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

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