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Disclosery

HYBB ISHARES TR

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COM (fund)

54 managers (54 13F filers) reported a position in HYBB shares at 2024-12-31, 6,672,851 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
54
13F filers
54
New
8
Added
21
Reduced
17
Sold out
4
Shares held by filers
6,672,851

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,264,803$104M0.11%-138,93613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,773,681$81.6M1.17%-78,41113F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC738,106$34M0.47%-24,01013F-HRTimeline
Alaska Permanent Fund Corp550,000$25.3M0.38%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC330,500$15.2M0.01%+320,50013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich216,300$11M0.03%+14,94513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC114,732$5.28M<0.01%+3,60013F-HRTimelineGroup
Andina Capital Management, LLC53,551$2.46M2.01%+15,42813F-HRTimeline
Janney Montgomery Scott LLC52,704$2.42M0.01%+7,86813F-HRTimeline
Visionary Wealth Advisors45,125$2.08M0.12%+2,10913F-HRTimeline
Municipal Employees' Retirement System …43,716$2.01M0.03%+15,20613F-HRTimeline
HM PAYSON & CO42,208$1.94M0.03%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…38,994$1.81M0.1%-58813F-HRTimeline
Atria Investments, Inc37,251$1.71M0.02%-6,86413F-HRTimeline
NOTTINGHAM ADVISORS, INC.35,304$1.62M0.21%+1,04413F-HRTimeline
Cetera Investment Advisers29,281$1.35M<0.01%+2,34013F-HRTimeline
LPL Financial LLC28,685$1.32M<0.01%-56013F-HRTimeline
Arrowroot Family Office, LLC26,160$1.2M0.63%+2,83013F-HRTimeline
SWMG, LLC25,055$1.16M0.46%-1,10813F-HRTimeline
Mutual Advisors, LLC24,244$1.12M0.03%+2,48013F-HRTimeline
Farther Finance Advisors, LLC23,749$1.09M0.04%-80513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,636$949K<0.01%-54,78313F-HRTimelineGroup
RMR Capital Management, LLC17,626$811K0.6%new13F-HRTimeline
COMERICA BANK17,344$798K<0.01%+20913F-HR/ATimeline
Zuckerman Investment Group, LLC15,205$705K0.07%+90313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,783$634K<0.01%+3,19413F-HRTimelineGroup
LAFFER TENGLER INVESTMENTS, INC.13,479$620K0.13%+1,16413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC11,919$547K0.12%+1,82913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,490$529K0.06%-1,00013F-HRTimeline
Heritage Family Offices, LLP10,731$494K0.25%+1,10113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …8,600$396K0.01%013F-HRTimelineGroup
&PARTNERS7,975$369K<0.01%+2,79913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,758$311K0.01%-3,89313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,032$231K<0.01%new13F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP4,551$209K0.01%-4,55113F-HRTimeline
IFP Advisors, Inc3,500$161K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,233$103K<0.01%-15,44813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,510$69.5K<0.01%+60713F-HR/ATimelineGroup
NorthRock Partners, LLC1,000$46K<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO874$40.2K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.700$32.2K<0.01%-1,06513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA649$30K<0.01%-27113F-HRTimelineGroup
AE Wealth Management LLC499$23K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC465$21.4K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC438$20.1K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC440$20K<0.01%+513F-HRTimelineGroup
Legacy Investment Solutions, LLC343$16K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…343$16K0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY291$13.4K<0.01%+113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN265$12.2K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.10$460<0.01%013F-HRTimeline
FMR LLCin group FMR LLC8$368<0.01%-5013F-HRTimelineGroup
Creative Capital Management Investments…4$184<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1$48<0.01%-1,04513F-HRTimeline