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Disclosery

BYLD ISHARES TR

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YLD OPTIM BD (fund)

59 managers (59 13F filers) reported a position in BYLD shares at 2025-09-30, 5,003,733 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
59
13F filers
59
New
4
Added
28
Reduced
15
Sold out
7
Shares held by filers
5,003,733

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC848,057$19.4M0.01%+9,86013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC612,632$14M<0.01%-3,02713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth525,381$12M0.02%+31,28513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.362,794$8.31M0.01%+14,50213F-HRTimelineGroup
Trivium Point Advisory, LLC345,631$7.92M0.81%+46,53313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/331,408$7.6M<0.01%+19,46913F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC256,197$5.87M0.01%+12,07813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP197,193$4.52M0.01%+6,29313F-HRTimelineGroup
LWM Advisory Services, LLC128,284$2.94M1.71%-9,05913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,873$2.31M<0.01%+2,48413F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC97,753$2.24M0.03%+12,64313F-HRTimelineGroup
VestGen Advisors, LLC86,034$1.97M0.07%+13,75813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75,590$1.73M<0.01%-1,84813F-HR/ATimelineGroup
Cetera Investment Advisers70,203$1.61M<0.01%+59,05013F-HRTimeline
Allworth Financial LP61,372$1.41M0.01%+1,19813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC57,874$1.33M1.31%-1,38813F-HRTimeline
Savvy Advisors, Inc.56,002$1.28M0.06%+12013F-HRTimeline
Arkadios Wealth Advisors55,335$1.27M0.03%+7,45613F-HRTimeline
Asset Management Group, Inc.31,887$731K0.12%+41713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,884$731K<0.01%+20,20913F-HRTimelineGroup
Dynamic Advisor Solutions LLC29,790$683K0.02%+14813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,422$651K<0.01%-6,82813F-HRTimeline
AdvisorNet Financial, Inc27,263$625K0.04%+3413F-HRTimeline
Cambridge Investment Research Advisors,…26,303$603K<0.01%+3,81613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…25,969$595K0.07%+7,07913F-HRTimeline
Altman Advisors, Inc.262,498$552K0.21%+3,73613F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,924$548K0.01%-37813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,601$518K0.01%-3,41613F-HRTimelineGroup
Asset Allocation Strategies LLC22,177$508K0.1%-11513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,990$504K<0.01%-26,58813F-HRTimelineGroup
Private Advisor Group, LLC21,460$492K<0.01%013F-HRTimeline
SYM FINANCIAL Corp19,190$440K0.05%+1,12713F-HRTimeline
Redwood Financial Network Corp19,161$439K0.28%-1313F-HRTimeline
Mutual Advisors, LLC18,552$427K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,653$405K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.16,609$381K<0.01%+3,93213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC13,140$301K0.03%-12613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,116$278K0.07%-5,20213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,178$187K0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,485$171K<0.01%-2,44113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,982$160K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC3,252$74.5K<0.01%-3913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,486$57K<0.01%+1513F-HRTimelineGroup
Mendota Financial Group, LLC2,349$53.8K0.04%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,158$49.5K<0.01%+1,73613F-HR/ATimelineGroup
Darwin Wealth Management, LLC2,070$47.4K0.02%+1313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,789$41K<0.01%+53113F-HRTimelineGroup
Advisory Services Network, LLC1,626$37.3K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,000$22.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.859$19.7K<0.01%-1,06413F-HRTimeline
IFP Advisors, Inc777$17.8K<0.01%+13313F-HR/ATimeline
CWM, LLCin group CWM, LLC520$12K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC386$8.85K<0.01%013F-HRTimeline
Davis Capital Management277$6.35K<0.01%13F-HRTimeline
NewEdge Advisors, LLC175$4.01K<0.01%013F-HRTimeline
Global Retirement Partners, LLC89$2.04K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC52$1.19K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.20$458<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$18<0.01%013F-HRTimelineGroup