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Disclosery

BYLD ISHARES TR

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YLD OPTIM BD (fund)

62 managers (62 13F filers) reported a position in BYLD shares at 2025-03-31, 4,772,407 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
62
13F filers
62
New
8
Added
25
Reduced
19
Sold out
11
Shares held by filers
4,772,407

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC803,053$18M0.01%+117,35313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC714,337$16M0.01%+124,46113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth509,473$11.4M0.03%+29,68413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/309,663$6.94M<0.01%+79,58113F-HRTimelineGroup
Trivium Point Advisory, LLC266,998$5.99M0.74%+81,36313F-HRTimeline
Sigma Planning Corp219,152$4.91M0.16%+2,31313F-HRTimeline
Mariner, LLCin group Mariner, LLC208,145$4.67M0.01%+75,05213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.137,631$3.09M0.01%+6,64913F-HRTimelineGroup
LWM Advisory Services, LLC136,843$3.07M2.13%+5,80713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP134,965$3.03M<0.01%+8,80713F-HRTimelineGroup
VestGen Advisors, LLC82,855$1.86M0.08%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,085$1.41M<0.01%-86,15813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,490$1.4M<0.01%-6,03713F-HRTimelineGroup
Allworth Financial LP60,182$1.34M0.01%-22,30013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC59,262$1.33M1.51%-58213F-HRTimeline
Cambridge Investment Research Advisors,…56,420$1.26M<0.01%+5,15913F-HRTimeline
Savvy Advisors, Inc.56,129$1.26M0.13%-8,42013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.52,926$1.19M0.01%+23,50113F-HRTimeline
Arkadios Wealth Advisors48,327$1.08M0.04%-2,41313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,614$1.07M<0.01%-17,32813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC39,473$885K<0.01%-33413F-HRTimeline
Dynamic Advisor Solutions LLC34,918$783K0.03%+1,38113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,678$733K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…31,627$710K0.02%+12,01913F-HRTimelineGroup
KPP Advisory Services LLC31,635$709K0.13%-119,41113F-HRTimeline
Asset Management Group, Inc.31,051$696K0.13%+27913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC26,859$602K0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,776$556K0.01%+14413F-HRTimelineGroup
Altman Advisors, Inc.256,591$527K0.24%+4,04313F-HRTimeline
SYM FINANCIAL Corp21,756$488K0.06%-17913F-HRTimeline
Asset Allocation Strategies LLC20,884$468K0.12%+8713F-HRTimeline
Private Advisor Group, LLC19,727$442K<0.01%+95313F-HRTimeline
AdvisorNet Financial, Inc19,661$441K0.03%+2,92213F-HRTimeline
Redwood Financial Network Corp19,174$430K0.33%-33513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,884$423K0.06%-1,78313F-HRTimeline
Farther Finance Advisors, LLC15,923$358K0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,825$288K0.03%+3,07413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,315$276K<0.01%-1,98413F-HR/ATimelineGroup
&PARTNERS10,867$244K<0.01%-92,56713F-HRTimeline
Cetera Investment Advisers10,197$229K<0.01%+16413F-HRTimeline
Compound Planning, Inc.9,596$215K0.01%new13F-HRTimeline
Vantage Financial Partners, LLC9,544$214K0.05%-95313F-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…6,065$136K0.01%+1113F-HRTimelineGroup
REAP Financial Group, LLC2,859$64.1K0.02%+23913F-HRTimeline
FMR LLCin group FMR LLC2,815$63.1K<0.01%+2,76213F-HRTimelineGroup
Darwin Wealth Management, LLC2,585$57.3K0.02%013F-HRTimeline
Mendota Financial Group, LLC2,349$52.7K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,923$43.1K<0.01%-83,56713F-HRTimeline
AE Wealth Management LLC1,713$38.4K<0.01%-57613F-HRTimeline
MAI Capital Management1,115$25K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,000$22.4K<0.01%013F-HRTimeline
Davis Capital Management601$13.5K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC520$12K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY423$9.5K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/407$9.13K<0.01%-3313F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC386$8.66K<0.01%013F-HRTimeline
NewEdge Advisors, LLC175$3.92K<0.01%new13F-HRTimeline
Heritage Wealth Advisors53$1.19K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.32$718<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.