HYMB Institutional Ownership
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
1W: -1.7%
1M: -5.5%
3M: -8.6%
YTD: -6.5%
1Y: -5.7%
3Y: +7.7%
5Y: -8.4%
$23.18
-0.25 (-1.07%)
Weekly Expected Move ±1.1%
$23
$23
$23
$23
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYMB
448
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
48
New Positions
171
Increased
151
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (489 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 7,382,633 | $171M | +529,680 | +7.7% | 7Q | SEC ↗ |
| 2 | FMR LLC | 6,665,742 | $155M | +2,215,087 | +49.8% | 41Q | SEC ↗ |
| 3 | SEI INVESTMENTS CO | 6,651,840 | $154M | -173,318 | -2.5% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 6,207,536 | $144M | +321,030 | +5.5% | 57Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 5,132,087 | $119M | +39,104 | +0.8% | 15Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 4,987,711 | $116M | -503,907 | -9.2% | 15Q | SEC ↗ |
| 7 | MORGAN STANLEY | 4,643,495 | $108M | +1,925,547 | +70.8% | 60Q | SEC ↗ |
| 8 | LPL Financial LLC | 3,522,574 | $82M | +202,270 | +6.1% | 54Q | SEC ↗ |
| 9 | WCG Wealth Advisors LLC | 1,833,609 | $43M | +187,970 | +11.4% | 17Q | SEC ↗ |
| 10 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 1,678,899 | $39M | +4,974 | +0.3% | 7Q | SEC ↗ |
| 11 | Avantax Planning Partners, Inc. | 1,646,129 | $38M | -35,470 | -2.1% | 32Q | SEC ↗ |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | 1,624,232 | $38M | +206,897 | +14.6% | 24Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 1,603,453 | $37M | +309,053 | +23.9% | 17Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 1,489,159 | $35M | -27,390 | -1.8% | 16Q | SEC ↗ |
| 15 | UBS Group AG | 1,217,294 | $28M | -1,865 | -0.2% | 47Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 1,175,515 | $27M | +413,107 | +54.2% | 27Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1,140,316 | $26M | -394,569 | -25.7% | 31Q | SEC ↗ |
| 18 | Revolve Wealth Partners, LLC | 1,137,661 | $26M | +48,713 | +4.5% | 19Q | SEC ↗ |
| 19 | Tradewinds Capital Management, LLC | 992,182 | $23M | +896,806 | +940.3% | 27Q | SEC ↗ |
| 20 | Ocean Park Asset Management, LLC NEW | 848,826 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 812,251 | $19M | -189,765 | -18.9% | 12Q | SEC ↗ |
| 22 | Farther Finance Advisors, LLC | 727,550 | $17M | +113,498 | +18.5% | 15Q | SEC ↗ |
| 23 | HighTower Advisors, LLC | 578,550 | $13M | -76,222 | -11.6% | 40Q | SEC ↗ |
| 24 | Sanctuary Advisors, LLC | 566,641 | $13M | +15,641 | +2.8% | 9Q | SEC ↗ |
| 25 | Jordan Park Group LLC | 563,102 | $13M | +871 | +0.2% | 15Q | SEC ↗ |
| 26 | Capital Analysts, LLC | 517,732 | $12M | +26,058 | +5.3% | 21Q | SEC ↗ |
| 27 | Mariner, LLC | 517,017 | $12M | -15,164 | -2.8% | 23Q | SEC ↗ |
| 28 | Focus Partners Advisor Solutions, LLC | 492,206 | $11M | -4,752 | -1.0% | 2Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 459,750 | $11M | +434,873 | +1748.1% | 27Q | SEC ↗ |
| 30 | Parkside Investments, LLC | 456,225 | $11M | -73,450 | -13.9% | 33Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 446,136 | $10M | +27,580 | +6.6% | 26Q | SEC ↗ |
| 32 | Brady Martz Wealth Solutions, LLC | 400,105 | $9M | -5,212 | -1.3% | 7Q | SEC ↗ |
| 33 | Syntegra Private Wealth Group, LLC | 374,419 | $9M | +14,299 | +4.0% | 15Q | SEC ↗ |
| 34 | Capital Asset Advisory Services LLC | 370,616 | $9M | +6,352 | +1.7% | 15Q | SEC ↗ |
| 35 | Heartwood Wealth Advisors LLC | 357,483 | $8M | +36,091 | +11.2% | 12Q | SEC ↗ |
| 36 | OLD NATIONAL BANCORP /IN | 354,391 | $8M | +22,198 | +6.7% | 12Q | SEC ↗ |
| 37 | Wealthspire Advisors, LLC | 338,318 | $8M | -7,763 | -2.2% | 8Q | SEC ↗ |
| 38 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 337,256 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Perigon Wealth Management, LLC | 330,455 | $8M | -31,824 | -8.8% | 25Q | SEC ↗ |
| 40 | Dakota Wealth Management | 330,291 | $8M | +31,182 | +10.4% | 10Q | SEC ↗ |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 320,863 | $7M | +3,657 | +1.2% | 35Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 315,868 | $7M | -15,358 | -4.6% | 22Q | SEC ↗ |
| 43 | Savvy Advisors, Inc. | 313,162 | $7M | +86,892 | +38.4% | 6Q | SEC ↗ |
| 44 | Integrated Wealth Concepts LLC | 310,809 | $7M | +37,513 | +13.7% | 17Q | SEC ↗ |
| 45 | OneDigital Investment Advisors LLC | 297,113 | $7M | +6,198 | +2.1% | 31Q | SEC ↗ |
| 46 | JONES FINANCIAL COMPANIES LLLP | 290,252 | $7M | +26,160 | +9.9% | 10Q | SEC ↗ |
| 47 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 287,712 | $7M | -577,895 | -66.8% | 42Q | SEC ↗ |
| 48 | Merit Financial Group, LLC | 278,045 | $6M | +32,783 | +13.4% | 6Q | SEC ↗ |
| 49 | EXCHANGE TRADED CONCEPTS, LLC NEW | 274,426 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Thrivent Financial for Lutherans | 262,914 | $6M | +25,187 | +10.6% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Ocean Park Asset Management, LLC | 848,826 | $20M |
| AXXCESS WEALTH MANAGEMENT, LLC | 337,256 | $8M |
| EXCHANGE TRADED CONCEPTS, LLC | 274,426 | $6M |
| MY Wealth Management Inc. | 188,531 | $4M |
| Global Retirement Partners, LLC | 172,780 | $4M |
| AJ Advisors, LLC | 119,670 | $3M |
| Tower Research Capital LLC (TRC) | 95,118 | $2M |
| Elequin Capital, LP | 64,728 | $2M |
| Diversify Advisory Services, LLC | 42,425 | $983K |
| Savant Capital, LLC | 36,530 | $847K |
| CAPE COD FIVE CENTS SAVINGS BANK | 34,287 | $795K |
| SHARPEPOINT LLC | 32,876 | $762K |
| Nuveen, LLC | 26,438 | $613K |
| J.W. COLE ADVISORS, INC. | 24,603 | $570K |
| Quadrature Capital Ltd | 24,267 | $563K |
| Atria Investments, Inc | 23,042 | $534K |
| Meridian Wealth Management, LLC | 22,264 | $516K |
| LexAurum Advisors, LLC | 17,364 | $402K |
| Evelyn Partners Group Ltd | 17,319 | $401K |
| TENET WEALTH PARTNERS, LLC | 16,503 | $383K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cercano Management LLC | 1,387,825 | $32M |
| JANE STREET GROUP, LLC | 235,375 | $5M |
| OLD MISSION CAPITAL LLC | 164,087 | $4M |
| CITADEL ADVISORS LLC | 80,957 | $2M |
| Eddie Patel Inc | 48,451 | $1M |
| MILESTONE ASSET MANAGEMENT, LLC | 32,904 | $763K |
| Facet Wealth, Inc. | 30,303 | $702K |
| MILLENNIUM MANAGEMENT LLC | 29,670 | $688K |
| FIRST CITIZENS BANK & TRUST CO | 28,817 | $668K |
| Accurate Wealth Management, LLC | 23,893 | $554K |
| HRT FINANCIAL LP | 21,809 | $506K |
| SG Americas Securities, LLC | 20,582 | $477K |
| MGO ONE SEVEN LLC | 18,296 | $424K |
| Presper Financial Architects, LLC | 18,097 | $419K |
| Teamwork Financial Advisors, LLC | 14,550 | $337K |
| Envestnet Portfolio Solutions, Inc. | 14,412 | $334K |
| Verdence Capital Advisors LLC | 14,260 | $331K |
| SCHMIDT P J INVESTMENT MANAGEMENT I | 12,988 | $301K |
| Sigma Planning Corp | 11,511 | $267K |
| Independent Advisor Alliance | 11,046 | $256K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +2,215,087 | +49.8% | 6,665,742 |
| MORGAN STANLEY | +1,925,547 | +70.8% | 4,643,495 |
| Tradewinds Capital Management, LLC | +896,806 | +940.3% | 992,182 |
| RAYMOND JAMES FINANCIAL INC | +529,680 | +7.7% | 7,382,633 |
| TRUIST FINANCIAL CORP | +434,873 | +1748.1% | 459,750 |
| Cetera Investment Advisers | +413,107 | +54.2% | 1,175,515 |
| WELLS FARGO & COMPANY/MN | +321,030 | +5.5% | 6,207,536 |
| Bank of New York Mellon Corp | +309,053 | +23.9% | 1,603,453 |
| MERCER GLOBAL ADVISORS INC /ADV | +206,897 | +14.6% | 1,624,232 |
| LPL Financial LLC | +202,270 | +6.1% | 3,522,574 |
| WCG Wealth Advisors LLC | +187,970 | +11.4% | 1,833,609 |
| RENAISSANCE TECHNOLOGIES LLC | +170,637 | +634.3% | 197,537 |
| Farther Finance Advisors, LLC | +113,498 | +18.5% | 727,550 |
| Savvy Advisors, Inc. | +86,892 | +38.4% | 313,162 |
| First Interstate Bank | +69,615 | +189.3% | 106,385 |
| MML INVESTORS SERVICES, LLC | +62,461 | +34.6% | 243,026 |
| Revolve Wealth Partners, LLC | +48,713 | +4.5% | 1,137,661 |
| Missouri Trust & Investment Co | +42,930 | +60.1% | 114,330 |
| ROYAL BANK OF CANADA | +40,843 | +19.2% | 253,585 |
| TRUST POINT INC. | +39,168 | +146.0% | 65,995 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, | -577,895 | -66.8% | 287,712 |
| GOLDMAN SACHS GROUP INC | -503,907 | -9.2% | 4,987,711 |
| Stratos Wealth Partners, LTD. | -415,533 | -91.2% | 39,987 |
| ENVESTNET ASSET MANAGEMENT INC | -394,569 | -25.7% | 1,140,316 |
| CX Institutional | -192,643 | -99.5% | 912 |
| JPMORGAN CHASE & CO | -189,765 | -18.9% | 812,251 |
| SEI INVESTMENTS CO | -173,318 | -2.5% | 6,651,840 |
| STIFEL FINANCIAL CORP | -138,684 | -53.4% | 121,185 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | -112,591 | -90.1% | 12,314 |
| Empirical Financial Services, LLC d | -79,355 | -25.1% | 236,639 |
| HighTower Advisors, LLC | -76,222 | -11.6% | 578,550 |
| Parkside Investments, LLC | -73,450 | -13.9% | 456,225 |
| BENJAMIN EDWARDS INC | -62,820 | -30.4% | 144,023 |
| Avantax Planning Partners, Inc. | -35,470 | -2.1% | 1,646,129 |
| Perigon Wealth Management, LLC | -31,824 | -8.8% | 330,455 |
| AMERIPRISE FINANCIAL INC | -27,390 | -1.8% | 1,489,159 |
| UMB Bank, n.a. | -24,864 | -23.9% | 79,136 |
| Precision Wealth Strategies, LLC | -24,648 | -59.6% | 16,710 |
| Able Wealth Management LLC | -22,635 | -50.8% | 21,909 |
| Prentice Wealth Management LLC | -19,522 | -15.6% | 105,502 |