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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 2025-12-31, 5,801,660 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
65
13F filers
66
New
12
Added
27
Reduced
15
Sold out
7
Shares held by filers
5,801,660

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC943,594$21.5M0.01%+95,53713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC848,981$19.3M0.01%+236,34913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth531,124$12.1M0.01%+5,74313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/381,200$8.68M<0.01%+49,79213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.377,251$8.59M0.01%+14,45713F-HRTimelineGroup
Trivium Point Advisory, LLC340,500$7.75M0.78%-5,13113F-HRTimeline
Mariner, LLCin group Mariner, LLC299,244$6.82M0.01%+43,04713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC231,199$5.27M<0.01%+130,32613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP210,160$4.79M0.01%+12,96713F-HRTimelineGroup
Cetera Investment Advisers198,063$4.51M<0.01%+127,86013F-HRTimeline
LWM Advisory Services, LLC133,587$3.04M1.78%+5,30313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding117,738$2.68M+19,985Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO74,660$1.7M<0.01%-93013F-HRTimelineGroup
Allworth Financial LP61,249$1.39M0.01%-12313F-HRTimeline
Savvy Advisors, Inc.59,540$1.36M0.04%+3,53813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC56,902$1.3M1.35%-97213F-HRTimeline
Arkadios Wealth Advisors55,457$1.26M0.03%+12213F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.39,082$890K0.14%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,996$843K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC33,122$754K0.02%+14,57013F-HRTimeline
Asset Management Group, Inc.30,702$699K0.11%-1,18513F-HRTimeline
Dynamic Advisor Solutions LLC30,113$686K0.02%+32313F-HRTimeline
Daviman Financial, LLC29,610$674K0.4%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…28,125$641K0.08%+2,15613F-HRTimeline
Heritage Family Offices, LLP27,803$633K0.29%new13F-HRTimeline
AdvisorNet Financial, Inc27,307$622K0.03%+4413F-HRTimeline
Cambridge Investment Research Advisors,…27,035$616K<0.01%+73213F-HRTimeline
VestGen Advisors, LLC25,938$591K0.03%-60,09613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,347$554K0.01%+42313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,089$549K<0.01%-4,33313F-HRTimeline
Altman Advisors, Inc.260,896$548K0.21%-1,60213F-HRTimeline
Asset Allocation Strategies LLC22,934$522K0.1%+75713F-HRTimeline
Private Advisor Group, LLC22,420$511K<0.01%+96013F-HRTimeline
Valmark Advisers, Inc.22,201$506K0.01%+5,59213F-HRTimeline
Members Trust Co21,173$482K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,048$479K0.01%-1,55313F-HRTimelineGroup
SYM FINANCIAL Corp19,340$440K0.05%+15013F-HRTimeline
Redwood Financial Network Corp19,037$434K0.28%-12413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,653$402K<0.01%013F-HR/ATimelineGroup
World Investment Advisors11,027$251K<0.01%new13F-HR/ATimeline
KLCM Advisors, Inc.10,070$229K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,728$222K<0.01%-12,26213F-HRTimelineGroup
DAVENPORT & Co LLC8,930$203K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,700$175K<0.01%+21513F-HRTimelineGroup
Farther Finance Advisors, LLC3,042$69.3K<0.01%-21013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,507$57.1K<0.01%+2113F-HRTimelineGroup
LANARK FINANCIAL, INC.2,221$50.6K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,164$49.3K<0.01%+37513F-HRTimelineGroup
Mendota Financial Group, LLC2,130$48.5K0.04%-21913F-HRTimeline
Darwin Wealth Management, LLC2,087$47.5K0.01%+1713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,724$39.3K<0.01%-43413F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,533$34.9K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners1,084$24.7K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,000$22.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.859$19.6K<0.01%013F-HRTimeline
IFP Advisors, Inc777$17.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC520$12K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC386$8.79K<0.01%013F-HRTimeline
Signature Equity Partners, LLC253$5.76K<0.01%13F-HRTimeline
NewEdge Advisors, LLC175$3.99K<0.01%013F-HRTimeline
Davis Capital Management130$2.96K<0.01%-14713F-HRTimeline
SJS Investment Consulting Inc.120$2.73K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC52$1.18K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.20$455<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$13<0.01%013F-HRTimelineGroup