HYBL Institutional Ownership
State Street Blackstone High Income ETF
1W: -0.3%
1M: -1.8%
3M: -1.6%
YTD: -2.5%
1Y: -1.9%
3Y: +19.7%
$27.45
+0.05 (+0.18%)
Weekly Expected Move ±0.4%
$27
$27
$27
$28
$28
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — HYBL
105
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
440M
Total Invested
14
New Positions
43
Increased
39
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (113 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ZEGA Investments, LLC | 1,933,377 | $53M | +38,396 | +2.0% | 7Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 1,470,601 | $40M | +165,285 | +12.7% | 7Q | SEC ↗ |
| 3 | Concord Wealth Partners | 1,262,818 | $35M | +48,525 | +4.0% | 7Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,239,465 | $34M | +176,080 | +16.6% | 8Q | SEC ↗ |
| 5 | Concord Asset Management, LLC/VA | 1,185,108 | $33M | +42,378 | +3.7% | 7Q | SEC ↗ |
| 6 | LPL Financial LLC | 1,031,256 | $28M | +49,360 | +5.0% | 12Q | SEC ↗ |
| 7 | UBS Group AG | 1,024,477 | $28M | +128,415 | +14.3% | 18Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 613,243 | $17M | -53,560 | -8.0% | 8Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 592,897 | $16M | -125,822 | -17.5% | 7Q | SEC ↗ |
| 10 | Rathbones Group PLC | 436,000 | $12M | — | +0.0% | 7Q | SEC ↗ |
| 11 | Advance Capital Management, Inc. | 410,330 | $11M | +37,335 | +10.0% | 6Q | SEC ↗ |
| 12 | Decker Wealth Management LLC | 375,667 | $10M | -43,796 | -10.4% | 3Q | SEC ↗ |
| 13 | Luken Investment Analytics, LLC | 296,160 | $8M | -31,701 | -9.7% | 12Q | SEC ↗ |
| 14 | OneAscent Financial Services LLC | 282,794 | $8M | +16,703 | +6.3% | 4Q | SEC ↗ |
| 15 | Equitable Holdings, Inc. | 265,148 | $7M | +38,222 | +16.8% | 11Q | SEC ↗ |
| 16 | Coppell Advisory Solutions LLC NEW | 227,894 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Hedeker Wealth, LLC | 217,379 | $6M | -20,955 | -8.8% | 16Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 213,363 | $6M | +49,383 | +30.1% | 14Q | SEC ↗ |
| 19 | JANE STREET GROUP, LLC | 182,564 | $5M | +62,165 | +51.6% | 6Q | SEC ↗ |
| 20 | Farther Finance Advisors, LLC | 178,382 | $5M | +178,029 | +50433.1% | 3Q | SEC ↗ |
| 21 | CWM, LLC | 176,317 | $5M | +61,100 | +53.0% | 15Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 171,887 | $5M | -16,015 | -8.5% | 9Q | SEC ↗ |
| 23 | Auour Investments LLC | 148,579 | $4M | +42,734 | +40.4% | 13Q | SEC ↗ |
| 24 | OneAscent Wealth Management LLC | 148,273 | $4M | -4,014 | -2.6% | 4Q | SEC ↗ |
| 25 | OLD MISSION CAPITAL LLC NEW | 139,938 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 116,837 | $3M | -74,396 | -38.9% | 14Q | SEC ↗ |
| 27 | Wealth Watch Advisors, INC | 107,230 | $3M | +44,722 | +71.5% | 5Q | SEC ↗ |
| 28 | ORBA Wealth Advisors, L.L.C. | 86,707 | $2M | +32,006 | +58.5% | 8Q | SEC ↗ |
| 29 | OneAscent Family Office, LLC | 86,560 | $2M | +30,822 | +55.3% | 4Q | SEC ↗ |
| 30 | Inspire Advisors, LLC | 76,555 | $2M | -76,973 | -50.1% | 5Q | SEC ↗ |
| 31 | SK Wealth Management, LLC | 71,958 | $2M | -68,379 | -48.7% | 8Q | SEC ↗ |
| 32 | Midwest Financial Network, LLC | 51,126 | $1M | +37,496 | +275.1% | 3Q | SEC ↗ |
| 33 | HighPoint Advisor Group LLC | 47,371 | $1M | +11,588 | +32.4% | 3Q | SEC ↗ |
| 34 | Savvy Advisors, Inc. | 44,766 | $1M | -172 | -0.4% | 3Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC | 44,278 | $1M | +7,404 | +20.1% | 2Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 43,414 | $1M | +4,600 | +11.9% | 5Q | SEC ↗ |
| 37 | Sharkey, Howes & Javer | 43,174 | $1M | -49,228 | -53.3% | 8Q | SEC ↗ |
| 38 | NewEdge Wealth, LLC | 42,872 | $1M | -3,776 | -8.1% | 2Q | SEC ↗ |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 41,084 | $1M | -21,105 | -33.9% | 14Q | SEC ↗ |
| 40 | Gotham Asset Management, LLC | 40,301 | $1M | +6,109 | +17.9% | 7Q | SEC ↗ |
| 41 | TORONTO DOMINION BANK NEW | 39,766 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Private Advisor Group, LLC | 36,835 | $1M | +32 | +0.1% | 4Q | SEC ↗ |
| 43 | Western Wealth Management, LLC | 35,369 | $971K | +34,192 | +2905.0% | 2Q | SEC ↗ |
| 44 | L & S Advisors Inc | 34,865 | $957K | +258 | +0.7% | 13Q | SEC ↗ |
| 45 | Legacy Wealth Managment, LLC/ID NEW | 34,680 | $952K | — | +0.0% | 1Q | SEC ↗ |
| 46 | SHEETS SMITH WEALTH MANAGEMENT | 33,514 | $920K | +2,830 | +9.2% | 13Q | SEC ↗ |
| 47 | Atria Investments, Inc | 32,676 | $897K | -2,712 | -7.7% | 4Q | SEC ↗ |
| 48 | Breakwater Investment Management | 28,645 | $786K | +20,855 | +267.7% | 3Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 28,108 | $772K | +19,582 | +229.7% | 2Q | SEC ↗ |
| 50 | NewEdge Advisors, LLC | 26,643 | $731K | -580 | -2.1% | 12Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | 227,894 | $6M |
| OLD MISSION CAPITAL LLC | 139,938 | $4M |
| TORONTO DOMINION BANK | 39,766 | $1M |
| Legacy Wealth Managment, LLC/ID | 34,680 | $952K |
| THOMPSON DAVIS & CO., INC. | 13,800 | $379K |
| Shared Vision Wealth Group LLC | 13,575 | $373K |
| IHT Wealth Management, LLC | 9,431 | $259K |
| Accurate Wealth Management, LLC | 8,904 | $244K |
| GREAT VALLEY ADVISOR GROUP, INC. | 7,557 | $207K |
| Pinnacle Family Advisors, LLC | 7,389 | $203K |
| IFP Advisors, Inc | 6,895 | $189K |
| Integrated Wealth Concepts LLC | 1,425 | $39K |
| Global Retirement Partners, LLC | 1,082 | $30K |
| HOEY INVESTMENTS, INC | 105 | $3K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Pallas Capital Advisors LLC | 467,436 | $13M |
| Mariner, LLC | 116,337 | $3M |
| Ocean Park Asset Management, LLC | 81,800 | $2M |
| Independent Advisor Alliance | 50,112 | $1M |
| Janney Montgomery Scott LLC | 24,980 | $686K |
| Saxony Capital Management, LLC | 23,795 | $653K |
| Eldridge Investment Advisors, Inc. | 15,053 | $413K |
| TRUIST FINANCIAL CORP | 12,102 | $332K |
| PURSUE WEALTH PARTNERS LLC | 11,349 | $312K |
| Kestra Advisory Services, LLC | 7,881 | $216K |
| Archford Capital Strategies, LLC | 7,794 | $214K |
| INSIGNEO ADVISORY SERVICES, LLC | 7,307 | $201K |
| Waverly Advisors, LLC | 2,361 | $65K |
| Sound Income Strategies, LLC | 1,650 | $45K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 651 | $18K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | +178,029 | +50433.1% | 178,382 |
| MORGAN STANLEY | +176,080 | +16.6% | 1,239,465 |
| RAYMOND JAMES FINANCIAL INC | +165,285 | +12.7% | 1,470,601 |
| UBS Group AG | +128,415 | +14.3% | 1,024,477 |
| JANE STREET GROUP, LLC | +62,165 | +51.6% | 182,564 |
| CWM, LLC | +61,100 | +53.0% | 176,317 |
| Cambridge Investment Research Advis | +49,383 | +30.1% | 213,363 |
| LPL Financial LLC | +49,360 | +5.0% | 1,031,256 |
| Concord Wealth Partners | +48,525 | +4.0% | 1,262,818 |
| Wealth Watch Advisors, INC | +44,722 | +71.5% | 107,230 |
| Auour Investments LLC | +42,734 | +40.4% | 148,579 |
| Concord Asset Management, LLC/VA | +42,378 | +3.7% | 1,185,108 |
| ZEGA Investments, LLC | +38,396 | +2.0% | 1,933,377 |
| Equitable Holdings, Inc. | +38,222 | +16.8% | 265,148 |
| Midwest Financial Network, LLC | +37,496 | +275.1% | 51,126 |
| Advance Capital Management, Inc. | +37,335 | +10.0% | 410,330 |
| Western Wealth Management, LLC | +34,192 | +2905.0% | 35,369 |
| ORBA Wealth Advisors, L.L.C. | +32,006 | +58.5% | 86,707 |
| OneAscent Family Office, LLC | +30,822 | +55.3% | 86,560 |
| Breakwater Investment Management | +20,855 | +267.7% | 28,645 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -125,822 | -17.5% | 592,897 |
| Inspire Advisors, LLC | -76,973 | -50.1% | 76,555 |
| OSAIC HOLDINGS, INC. | -74,396 | -38.9% | 116,837 |
| SK Wealth Management, LLC | -68,379 | -48.7% | 71,958 |
| BANK OF AMERICA CORP /DE | -53,560 | -8.0% | 613,243 |
| Sharkey, Howes & Javer | -49,228 | -53.3% | 43,174 |
| Decker Wealth Management LLC | -43,796 | -10.4% | 375,667 |
| Luken Investment Analytics, LLC | -31,701 | -9.7% | 296,160 |
| ENVESTNET ASSET MANAGEMENT INC | -21,105 | -33.9% | 41,084 |
| Hedeker Wealth, LLC | -20,955 | -8.8% | 217,379 |
| ROYAL BANK OF CANADA | -16,015 | -8.5% | 171,887 |
| Gateway Wealth Partners, LLC | -9,046 | -48.0% | 9,814 |
| Collaborative Wealth Managment Inc. | -8,864 | -32.6% | 18,331 |
| Creative Planning | -4,865 | -17.4% | 23,150 |
| OneAscent Wealth Management LLC | -4,014 | -2.6% | 148,273 |
| NewEdge Wealth, LLC | -3,776 | -8.1% | 42,872 |
| Authentikos Wealth Advisory, LLC | -3,718 | -20.9% | 14,075 |
| Atria Investments, Inc | -2,712 | -7.7% | 32,676 |
| PARK AVENUE SECURITIES LLC | -1,866 | -9.6% | 17,498 |
| Tempo Wealth, LLC | -1,139 | -7.9% | 13,332 |