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Disclosery

BYLD ISHARES TR

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YLD OPTIM BD (fund)

65 managers (66 13F filers) reported a position in BYLD shares at 2024-12-31, 4,952,504 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
65
13F filers
66
New
14
Added
26
Reduced
17
Sold out
6
Shares held by filers
4,952,504

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC685,700$15.2M0.01%-45,06113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC589,876$13.1M<0.01%13F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth479,789$10.6M0.03%+14,69613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/230,082$5.1M<0.01%+42,18013F-HRTimelineGroup
IronOak Wealth LLC.224,571$4.98M5.57%13F-HRTimeline
Sigma Planning Corp216,839$4.81M0.15%+2,41913F-HRTimeline
Trivium Point Advisory, LLC185,635$4.11M0.52%+14,46513F-HRTimeline
KPP Advisory Services LLC151,046$3.35M0.79%-92,64213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC149,243$3.31M<0.01%+8313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC133,093$2.95M<0.01%+49,72613F-HRTimelineGroup
LWM Advisory Services, LLC131,036$2.9M2.02%+13,87713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,982$2.9M0.01%+21,44213F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP126,158$2.8M<0.01%-15,25913F-HRTimelineGroup
&PARTNERS103,434$2.34M0.03%+15,61213F-HRTimeline
World Investment Advisors96,182$2.13M0.06%+7,25213F-HRTimeline
HARBOUR INVESTMENTS, INC.85,490$1.89M0.05%+2,79113F-HRTimeline
Allworth Financial LP82,482$1.84M0.01%-3,67013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO68,527$1.52M<0.01%+7,50513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,942$1.44M<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.64,549$1.43M0.17%+11,61113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC59,844$1.33M1.51%13F-HRTimeline
Cambridge Investment Research Advisors,…51,261$1.14M<0.01%+11,87913F-HRTimeline
Arkadios Wealth Advisors50,740$1.12M0.06%+2,84513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,285$1.07M<0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC48,133$1.07M0.39%-19613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,807$882K<0.01%+12,12413F-HRTimeline
Dynamic Advisor Solutions LLC33,537$743K0.03%+2,54313F-HRTimeline
Asset Management Group, Inc.30,772$682K0.12%-18,94513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.29,425$652K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,632$546K0.01%+7,24713F-HRTimelineGroup
Altman Advisors, Inc.252,548$495K0.21%+237,39313F-HRTimeline
SYM FINANCIAL Corp21,935$486K0.06%+3,13613F-HRTimeline
Asset Allocation Strategies LLC20,797$462K0.11%+7,62513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,667$458K0.07%-1,68913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,608$435K0.01%013F-HRTimelineGroup
Redwood Financial Network Corp19,509$432K0.32%new13F-HRTimeline
Private Advisor Group, LLC18,774$416K<0.01%-85013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,613$390K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc16,739$371K0.03%-84613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,707$326K<0.01%new13F-HRTimelineGroup
Stonebridge Capital Advisors LLC14,315$317K0.03%-89013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,299$316K<0.01%-5,19413F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,170$270K<0.01%-9,60813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,291$250KnewTimeline
Vantage Financial Partners, LLC10,497$233K0.06%-14113F-HRTimeline
Cetera Investment Advisers10,033$222K<0.01%-122,37813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,751$216K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,875$152K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,054$134K0.01%+14113F-HRTimelineGroup
Global Retirement Partners, LLC3,096$68.6K<0.01%+3,00713F-HRTimeline
REAP Financial Group, LLC2,620$58.1K0.01%new13F-HRTimeline
Darwin Wealth Management, LLC2,585$57.3K0.02%-1,10813F-HR/ATimeline
Mendota Financial Group, LLC2,349$52.1K0.03%013F-HRTimeline
AE Wealth Management LLC2,289$50.7K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,840$40.8K<0.01%new13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN1,000$22.2K<0.01%013F-HRTimeline
Davis Capital Management601$13.3K0.01%-5613F-HRTimeline
CWM, LLCin group CWM, LLC520$12K<0.01%-2113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/440$9.75K<0.01%+43413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY423$9.39K<0.01%+22313F-HR/ATimelineGroup
Moisand Fitzgerald Tamayo, LLC386$8.56K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC53$1.18K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27$598<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$20<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.