SHYL Institutional Ownership
Xtrackers Short Duration High Yield Bond ETF
1W: -0.6%
1M: -2.7%
3M: -3.4%
YTD: -3.9%
1Y: -4.3%
3Y: +16.7%
5Y: +16.6%
$42.76
+0.02 (+0.05%)
Weekly Expected Move ±0.4%
$42
$43
$43
$43
$43
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — SHYL
62
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
128M
Total Invested
15
New Positions
25
Increased
15
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (68 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 624,517 | $27M | +68,688 | +12.4% | 12Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 622,146 | $27M | +40,935 | +7.0% | 15Q | SEC ↗ |
| 3 | Concurrent Investment Advisors, LLC | 210,216 | $9M | +14,223 | +7.3% | 9Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 199,882 | $9M | -13,474 | -6.3% | 16Q | SEC ↗ |
| 5 | Seros Financial, LLC | 110,581 | $5M | +7,736 | +7.5% | 4Q | SEC ↗ |
| 6 | CANTOR FITZGERALD INVESTMENT ADVISORS | 99,306 | $4M | +2,798 | +2.9% | 11Q | SEC ↗ |
| 7 | MORGAN STANLEY | 96,262 | $4M | +50,001 | +108.1% | 4Q | SEC ↗ |
| 8 | Sanctuary Advisors, LLC | 83,207 | $4M | +808 | +1.0% | 9Q | SEC ↗ |
| 9 | ABLE Financial Group, LLC | 76,428 | $3M | +894 | +1.2% | 7Q | SEC ↗ |
| 10 | Mutual Advisors, LLC | 65,691 | $3M | +20,066 | +44.0% | 5Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 57,749 | $2M | +708 | +1.2% | 10Q | SEC ↗ |
| 12 | Orion Porfolio Solutions, LLC | 51,564 | $2M | -2,647 | -4.9% | 14Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 47,662 | $2M | -20,548 | -30.1% | 32Q | SEC ↗ |
| 14 | INVENIO WEALTH PARTNERS LLC NEW | 44,994 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Focus Financial Network, Inc. | 42,058 | $2M | +12,626 | +42.9% | 4Q | SEC ↗ |
| 16 | Encompass More Asset Management | 35,149 | $2M | +2,275 | +6.9% | 2Q | SEC ↗ |
| 17 | JANE STREET GROUP, LLC | 34,077 | $1M | +18,498 | +118.7% | 16Q | SEC ↗ |
| 18 | Atria Investments, Inc | 32,619 | $1M | -332 | -1.0% | 14Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 31,132 | $1M | -603 | -1.9% | 4Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 27,971 | $1M | -957 | -3.3% | 18Q | SEC ↗ |
| 21 | Rialto Wealth Management, LLC | 24,637 | $1M | +2,533 | +11.5% | 7Q | SEC ↗ |
| 22 | Trask Adam Roland NEW | 22,000 | $941K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Janney Montgomery Scott LLC | 20,720 | $886K | +946 | +4.8% | 3Q | SEC ↗ |
| 24 | Burnham & Co LLC NEW | 18,975 | $811K | — | +0.0% | 1Q | SEC ↗ |
| 25 | PFG Advisors | 16,992 | $727K | -254 | -1.5% | 13Q | SEC ↗ |
| 26 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 16,275 | $696K | +10 | +0.1% | 5Q | SEC ↗ |
| 27 | Perigon Wealth Management, LLC | 14,693 | $628K | -95 | -0.6% | 6Q | SEC ↗ |
| 28 | Fifth Third Securities, Inc. NEW | 14,541 | $622K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Gladstone Institutional Advisory LLC | 13,739 | $587K | +2,914 | +26.9% | 2Q | SEC ↗ |
| 30 | USAdvisors Wealth Management, LLC | 11,181 | $478K | +653 | +6.2% | 10Q | SEC ↗ |
| 31 | ASSETMARK, INC | 10,895 | $466K | +453 | +4.3% | 25Q | SEC ↗ |
| 32 | DAVENPORT & Co LLC NEW | 9,441 | $404K | — | +0.0% | 1Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC NEW | 9,093 | $389K | — | +0.0% | 1Q | SEC ↗ |
| 34 | M.E. ALLISON & CO., INC. | 9,000 | $385K | — | +0.0% | 4Q | SEC ↗ |
| 35 | Diversify Advisory Services, LLC NEW | 8,970 | $384K | — | +0.0% | 1Q | SEC ↗ |
| 36 | DIVERSIFY WEALTH MANAGEMENT, LLC | 8,970 | $384K | +223 | +2.5% | 2Q | SEC ↗ |
| 37 | Geneos Wealth Management Inc. | 8,888 | $380K | — | +0.0% | 18Q | SEC ↗ |
| 38 | Braeburn Wealth Management LLC | 8,000 | $342K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Cambridge Investment Research Advisors | 7,124 | $305K | +895 | +14.4% | 9Q | SEC ↗ |
| 40 | Cetera Investment Advisers | 6,506 | $278K | +377 | +6.2% | 4Q | SEC ↗ |
| 41 | FLAGSHIP HARBOR ADVISORS, LLC NEW | 6,500 | $278K | — | +0.0% | 1Q | SEC ↗ |
| 42 | BENJAMIN EDWARDS INC | 5,833 | $249K | +361 | +6.6% | 3Q | SEC ↗ |
| 43 | RAYMOND JAMES FINANCIAL INC | 5,572 | $238K | -1,050 | -15.9% | 7Q | SEC ↗ |
| 44 | Advisory Services Network, LLC | 5,519 | $236K | — | +0.0% | 5Q | SEC ↗ |
| 45 | MONEY CONCEPTS CAPITAL CORP | 5,368 | $230K | -157 | -2.8% | 5Q | SEC ↗ |
| 46 | Allworth Financial LP | 4,627 | $198K | -318 | -6.4% | 19Q | SEC ↗ |
| 47 | Financial Gravity Asset Management, In NEW | 4,612 | $197K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Financial Gravity Companies, Inc. NEW | 4,612 | $197K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Steward Partners Investment Advisory, NEW | 2,987 | $128K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Farther Finance Advisors, LLC | 1,736 | $74K | +668 | +62.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 44,994 | $2M |
| Trask Adam Roland | 22,000 | $941K |
| Burnham & Co LLC | 18,975 | $811K |
| Fifth Third Securities, Inc. | 14,541 | $622K |
| DAVENPORT & Co LLC | 9,441 | $404K |
| CITADEL ADVISORS LLC | 9,093 | $389K |
| Diversify Advisory Services, LLC | 8,970 | $384K |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,500 | $278K |
| Financial Gravity Asset Management, | 4,612 | $197K |
| Financial Gravity Companies, Inc. | 4,612 | $197K |
| Steward Partners Investment Advisor | 2,987 | $128K |
| Coston, McIsaac & Partners | 1,397 | $60K |
| Cape Investment Advisory, Inc. | 927 | $40K |
| Global Retirement Partners, LLC | 724 | $31K |
| MERCER GLOBAL ADVISORS INC /ADV | 380 | $16K |
| Silver Grove Financial Group, Inc. | 40 | $2K |
| JONES FINANCIAL COMPANIES LLLP | 7 | $0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Lifeworks Advisors, LLC | 9,361 | $400K |
| HRT FINANCIAL LP | 5,840 | $250K |
| Apollon Wealth Management, LLC | 4,912 | $210K |
| UBS Group AG | 24 | $1K |
| Western Wealth Management, LLC | 15 | $1K |
| IFP Advisors, Inc | 6 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +68,688 | +12.4% | 624,517 |
| MORGAN STANLEY | +50,001 | +108.1% | 96,262 |
| BANK OF AMERICA CORP /DE | +40,935 | +7.0% | 622,146 |
| Mutual Advisors, LLC | +20,066 | +44.0% | 65,691 |
| JANE STREET GROUP, LLC | +18,498 | +118.7% | 34,077 |
| Concurrent Investment Advisors, LLC | +14,223 | +7.3% | 210,216 |
| Focus Financial Network, Inc. | +12,626 | +42.9% | 42,058 |
| Seros Financial, LLC | +7,736 | +7.5% | 110,581 |
| Gladstone Institutional Advisory LL | +2,914 | +26.9% | 13,739 |
| CANTOR FITZGERALD INVESTMENT ADVISO | +2,798 | +2.9% | 99,306 |
| Rialto Wealth Management, LLC | +2,533 | +11.5% | 24,637 |
| Encompass More Asset Management | +2,275 | +6.9% | 35,149 |
| Janney Montgomery Scott LLC | +946 | +4.8% | 20,720 |
| Cambridge Investment Research Advis | +895 | +14.4% | 7,124 |
| ABLE Financial Group, LLC | +894 | +1.2% | 76,428 |
| Sanctuary Advisors, LLC | +808 | +1.0% | 83,207 |
| OSAIC HOLDINGS, INC. | +708 | +1.2% | 57,749 |
| Farther Finance Advisors, LLC | +668 | +62.5% | 1,736 |
| USAdvisors Wealth Management, LLC | +653 | +6.2% | 11,181 |
| ASSETMARK, INC | +453 | +4.3% | 10,895 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -20,548 | -30.1% | 47,662 |
| AMERIPRISE FINANCIAL INC | -13,474 | -6.3% | 199,882 |
| CWM, LLC | -8,566 | -97.7% | 200 |
| Orion Porfolio Solutions, LLC | -2,647 | -4.9% | 51,564 |
| RAYMOND JAMES FINANCIAL INC | -1,050 | -15.9% | 5,572 |
| ENVESTNET ASSET MANAGEMENT INC | -957 | -3.3% | 27,971 |
| COMMONWEALTH EQUITY SERVICES, LLC | -603 | -1.9% | 31,132 |
| Atria Investments, Inc | -332 | -1.0% | 32,619 |
| Allworth Financial LP | -318 | -6.4% | 4,627 |
| PFG Advisors | -254 | -1.5% | 16,992 |
| MONEY CONCEPTS CAPITAL CORP | -157 | -2.8% | 5,368 |
| Perigon Wealth Management, LLC | -95 | -0.6% | 14,693 |
| FMR LLC | -8 | -30.8% | 18 |