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Disclosery

BYLD ISHARES TR

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YLD OPTIM BD (fund)

64 managers (64 13F filers) reported a position in BYLD shares at 2025-06-30, 4,850,510 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
64
13F filers
64
New
10
Added
22
Reduced
22
Sold out
8
Shares held by filers
4,850,510

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC838,197$19M0.01%+35,14413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC615,659$13.9M<0.01%-98,67813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth494,096$11.2M0.02%-15,37713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.348,292$7.88M0.01%+210,66113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/311,939$7.05M<0.01%+2,27613F-HRTimelineGroup
Trivium Point Advisory, LLC299,098$6.76M0.73%+32,10013F-HRTimeline
Mariner, LLCin group Mariner, LLC244,119$5.52M0.01%+35,97413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP190,900$4.32M0.01%+55,93513F-HRTimelineGroup
LWM Advisory Services, LLC137,343$3.11M2.14%+50013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,389$2.22M<0.01%+35,30413F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC85,110$1.92M0.03%+58,25113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO77,438$1.75M<0.01%+14,94813F-HRTimelineGroup
VestGen Advisors, LLC72,276$1.63M0.07%-10,57913F-HRTimeline
Allworth Financial LP60,174$1.36M0.01%-813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC59,262$1.33M1.52%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.56,551$1.28M0.01%+3,62513F-HRTimeline
Savvy Advisors, Inc.55,882$1.26M0.08%-24713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,578$1.1M<0.01%+96413F-HRTimelineGroup
Arkadios Wealth Advisors47,879$1.08M0.03%-44813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,250$797K<0.01%-4,22313F-HRTimeline
Asset Management Group, Inc.31,470$712K0.12%+41913F-HRTimeline
Dynamic Advisor Solutions LLC29,642$670K0.02%-5,27613F-HRTimeline
AdvisorNet Financial, Inc27,229$616K0.04%+7,56813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…26,017$588K0.01%-5,61013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,302$549K0.01%-47413F-HRTimelineGroup
Altman Advisors, Inc.258,762$536K0.22%+2,17113F-HRTimeline
Cambridge Investment Research Advisors,…22,487$508K<0.01%-33,93313F-HRTimeline
Asset Allocation Strategies LLC22,292$504K0.11%+1,40813F-HRTimeline
Private Advisor Group, LLC21,460$485K<0.01%+1,73313F-HRTimeline
Redwood Financial Network Corp19,174$434K0.29%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,890$427K0.06%+613F-HRTimeline
SYM FINANCIAL Corp18,063$408K0.05%-3,69313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC17,318$392K0.12%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,870$336K<0.01%new13F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC13,266$300K0.03%+44113F-HRTimeline
Valmark Advisers, Inc.12,677$287K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,675$264K<0.01%-21,00313F-HRTimelineGroup
Cetera Investment Advisers11,153$252K<0.01%+95613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,926$224K<0.01%-2,38913F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.9,825$222K0.01%new13F-HRTimeline
Compound Planning, Inc.9,244$209K0.01%-35213F-HRTimeline
NFSG Corp8,649$196K0.03%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,178$185K0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,982$158K<0.01%+10713F-HRTimelineGroup
Farther Finance Advisors, LLC3,291$74.4K<0.01%-12,63213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,471$55.9K<0.01%-3,59413F-HRTimelineGroup
Mendota Financial Group, LLC2,349$53.1K0.05%013F-HRTimeline
Darwin Wealth Management, LLC2,057$46.5K0.02%-52813F-HRTimeline
REAP Financial Group, LLC2,002$45.3K0.01%-85713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,923$43.5K<0.01%013F-HRTimeline
Asset Dedication, LLC1,656$37.4K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,258$28.4K<0.01%new13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN1,000$22.6K<0.01%013F-HRTimeline
IFP Advisors, Inc644$14.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC520$12K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY422$9.54K<0.01%-113F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC386$8.73K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…208$4.7K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC175$3.96K<0.01%013F-HRTimeline
Global Retirement Partners, LLC89$2.01K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC52$1.18K<0.01%-2,76313F-HRTimelineGroup
AE Wealth Management LLC23$530<0.01%-1,69013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$16<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.