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Disclosery

BYLD ISHARES TR

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YLD OPTIM BD (fund)

76 managers (79 13F filers) reported a position in BYLD shares at 2026-06-30, 12,300,894 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
76
13F filers
79
New
14
Added
31
Reduced
18
Sold out
10
Shares held by filers
12,300,894

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Horizon Wealth Management, LLC2,511,534$56.9M7.25%+210,91113F-HRTimeline
Members Trust Co2,222,630$50.3M1.57%+2,132,45713F-HRTimeline
LPL Financial LLC1,181,718$26.8M0.01%+172,72213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC977,165$22.1M0.01%+29,46013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding579,783$13.1M+215,142Timeline
Mariner, LLCin group Mariner, LLC466,759$10.6M0.01%+140,92013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/452,730$10.3M<0.01%+54,87013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.422,614$9.57M0.01%+52,74713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth361,776$8.19M0.01%-65,35313F-HRTimelineGroup
Cetera Investment Advisers321,828$7.29M0.01%+49,48013F-HRTimeline
Trivium Point Advisory, LLC284,959$6.45M0.59%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP261,482$5.92M0.01%+20,64113F-HRTimelineGroup
MTC Wealth Management LLC199,896$4.53M2.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC183,954$4.17M0.01%+81,46513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding139,843$3.17M-3,583Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,140$3.14M<0.01%+50,19913F-HRTimelineGroup
Allworth Financial LP109,141$2.47M0.01%+46,62113F-HRTimeline
PlanVest Financial, Inc85,082$1.93M1.29%+3,21613F-HRTimeline
Arkadios Wealth Advisors82,400$1.87M0.03%+25,89913F-HRTimeline
Mutual Advisors, LLC70,547$1.6M0.03%+22,76113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,852$1.56M<0.01%+7,93013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,022$1.36M<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.59,858$1.36M0.03%-1613F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.59,845$1.36M0.17%-4,95113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC57,419$1.3M<0.01%new13F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC50,093$1.13M1.11%-3,04613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC46,941$1.06M0.08%+2,88613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding43,759$991K+43,283Timeline
Cambridge Investment Research Advisors,…30,513$691K<0.01%+2,89313F-HR/ATimeline
Advisory Solutions Group, LLC29,870$677K0.23%13F-HRTimeline
Asset Management Group, Inc.29,108$659K0.1%+38713F-HRTimeline
Modern Wealth Management, LLC27,515$623K0.01%-88,66013F-HRTimeline
AdvisorNet Financial, Inc27,365$620K0.03%+3513F-HRTimeline
Daviman Financial, LLC26,413$598K0.33%+88113F-HRTimeline
Altman Advisors, Inc.304,382$585K0.21%+40,91213F-HRTimeline
Valmark Advisers, Inc.24,465$554K0.01%+58413F-HRTimeline
PRIVATE TRUST CO NA24,435$553K0.04%-9513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,959$497K0.01%-41913F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…21,164$479K0.05%-4,59313F-HRTimeline
SYM FINANCIAL Corp19,927$451K0.04%-413F-HRTimeline
Redwood Financial Network Corp18,451$418K0.23%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,653$400K<0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.17,116$388K0.01%013F-HRTimeline
Argyle Capital Partners, LLC16,450$373K0.23%new13F-HRTimeline
Signal Advisors Wealth, LLC15,369$348K0.02%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC15,289$345K0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC12,960$294K0.01%-9,41113F-HRTimeline
Asset Allocation Strategies LLC11,707$265K0.04%-11,35913F-HRTimeline
Arlington Financial Advisors, LLC11,545$261K0.03%new13F-HRTimeline
DAVENPORT & Co LLC9,350$212K<0.01%+26513F-HRTimeline
Pacific Excel Wealth Advisors, Inc.9,314$211K0.08%new13F-HRTimeline
Heritage Family Offices, LLP9,314$211K0.08%-18,74213F-HRTimeline
KLCM Advisors, Inc.9,238$209K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,808$154K<0.01%-82213F-HRTimelineGroup
Arax Advisory Partners6,634$150K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC6,268$142K<0.01%+4,09113F-HRTimeline
Integrated Wealth Concepts LLC4,199$95.1K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,413$54.7K<0.01%+1613F-HRTimelineGroup
Darwin Wealth Management, LLC2,124$48.1K0.01%+2413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,988$45K<0.01%+1,62413F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,426$32.3K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1,028$23.3K<0.01%013F-HRTimeline
Align Financial, LLC1,016$23K0.01%-11113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,000$22.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.859$19.5K<0.01%013F-HRTimeline
IFP Advisors, Inc777$17.6K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP515$11.7K<0.01%-12013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\488$11.1K<0.01%-1,67113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY422$9.56K<0.01%-1,30313F-HRTimelineGroup
Signature Equity Partners, LLC391$8.86K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC386$8.74K<0.01%013F-HRTimeline
NewEdge Advisors, LLC175$3.96K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…145$3.28K<0.01%new13F-HRTimeline
Davis Capital Management130$2.94K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC52$1.18K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC8$181<0.01%013F-HRTimeline