Skip to content
Disclosery

BYLD ISHARES TR

Follow

YLD OPTIM BD (fund)

73 managers (74 13F filers) reported a position in BYLD shares at 2026-03-31, 8,470,715 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
73
13F filers
74
New
14
Added
31
Reduced
17
Sold out
7
Shares held by filers
8,470,715

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Horizon Wealth Management, LLC2,300,623$51.8M7.6%new13F-HRTimeline
LPL Financial LLC1,008,996$22.7M0.01%+65,40213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC947,705$21.4M0.01%+98,72413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth427,129$9.62M0.01%-103,99513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/397,860$8.96M<0.01%+16,66013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.369,867$8.33M0.01%-7,38413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC364,641$8.22M<0.01%+133,44213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC325,839$7.34M0.01%+26,59513F-HRTimelineGroup
Cetera Investment Advisers272,348$6.14M0.01%+74,28513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP240,841$5.43M0.01%+30,68113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding143,426$3.23M+25,688Timeline
Modern Wealth Management, LLC116,175$2.62M0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC102,489$2.31M<0.01%+78,40013F-HRTimeline
Members Trust Co90,173$2.03M0.07%+69,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87,941$1.97M<0.01%+13,28113F-HR/ATimelineGroup
PlanVest Financial, Inc81,866$1.84M1.4%13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.64,796$1.46M0.22%+25,71413F-HRTimeline
Allworth Financial LP62,520$1.41M0.01%+1,27113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,922$1.37M<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.59,874$1.35M0.04%+33413F-HRTimeline
Arkadios Wealth Advisors56,501$1.27M0.02%+1,04413F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC53,139$1.2M1.23%-3,76313F-HRTimeline
Mutual Advisors, LLC47,786$1.08M0.02%+14,66413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC44,055$993K0.09%new13F-HRTimeline
Asset Management Group, Inc.28,721$647K0.1%-1,98113F-HRTimeline
LWM Advisory Services, LLC28,268$637K0.68%-105,31913F-HRTimeline
Heritage Family Offices, LLP28,056$632K0.28%+25313F-HRTimeline
Cambridge Investment Research Advisors,…27,620$622K<0.01%+58513F-HRTimeline
AdvisorNet Financial, Inc27,330$616K0.03%+2313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…25,757$580K0.07%-2,36813F-HRTimeline
Daviman Financial, LLC25,532$575K0.34%-4,07813F-HRTimeline
Altman Advisors, Inc.263,470$555K0.23%+2,57413F-HRTimeline
PRIVATE TRUST CO NA24,530$553K0.05%new13F-HRTimeline
Valmark Advisers, Inc.23,881$538K0.01%+1,68013F-HRTimeline
Asset Allocation Strategies LLC23,066$520K0.09%+13213F-HRTimeline
Private Advisor Group, LLC22,420$505K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,378$504K0.01%-1,96913F-HRTimelineGroup
Dynamic Advisor Solutions LLC22,371$504K0.02%-7,74213F-HRTimeline
SYM FINANCIAL Corp19,931$449K0.04%+59113F-HRTimeline
Redwood Financial Network Corp18,451$416K0.27%-58613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,653$398K<0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,116$386K0.01%-3,93213F-HRTimelineGroup
World Investment Advisors11,144$251K<0.01%+11713F-HRTimeline
Keel Point, LLC9,644$217K0.01%new13F-HRTimeline
KLCM Advisors, Inc.9,238$208K0.02%-83213F-HRTimeline
DAVENPORT & Co LLC9,085$205K<0.01%+15513F-HRTimeline
Gateway Wealth Partners, LLC9,004$203K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,630$172K<0.01%-7013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,397$54K<0.01%-11013F-HR/ATimelineGroup
Farther Finance Advisors, LLC2,177$49.2K<0.01%-86513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,159$48.6K<0.01%+62613F-HRTimelineGroup
Darwin Wealth Management, LLC2,100$47.3K0.01%+1313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,725$38.9K<0.01%+113F-HRTimelineGroup
Advisory Services Network, LLC1,619$36.5K<0.01%new13F-HRTimeline
Align Financial, LLC1,127$25.4K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,028$23.2K<0.01%-1,19313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,000$22.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.859$19.4K<0.01%013F-HRTimeline
IFP Advisors, Inc777$17.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP635$14.2K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC520$11.7K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…476$10.7K<0.01%-1,68813F-HRTimelineGroup
Signature Equity Partners, LLC391$8.81K<0.01%+13813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC386$8.7K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN364$8.2K<0.01%+36313F-HR/ATimelineGroup
HORIZON BANCORP INC /IN/332$7K<0.01%new13F-HRTimeline
Crews Bank & Trust213$4.8K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC175$3.94K<0.01%013F-HR/ATimeline
UBS Group AGin group UBS Group AG137$3.09K<0.01%new13F-HRTimelineGroup
Davis Capital Management130$2.93K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.120$2.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC52$1.17K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC8$181<0.01%new13F-HRTimeline