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Disclosery

HYBB ISHARES TR

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COM (fund)

53 managers (53 13F filers) reported a position in HYBB shares at 2025-03-31, 6,786,897 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
53
13F filers
53
New
4
Added
21
Reduced
16
Sold out
3
Shares held by filers
6,786,897

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,289,548$106M0.11%+24,74513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,821,330$84.2M1.18%+47,64913F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC752,841$34.8M0.5%+14,73513F-HRTimeline
Alaska Permanent Fund Corp550,000$25.3M0.36%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC321,500$14.9M0.02%-9,00013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich247,458$11.4M0.04%+31,15813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC137,390$6.35M<0.01%+22,65813F-HRTimelineGroup
Cetera Investment Advisers82,167$3.8M0.01%+52,88613F-HRTimeline
Janney Montgomery Scott LLC68,861$3.18M0.01%+16,15713F-HRTimeline
Andina Capital Management, LLC52,513$2.43M1.73%-1,03813F-HRTimeline
Visionary Wealth Advisors43,809$2.02M0.12%-1,31613F-HRTimeline
HM PAYSON & CO42,208$1.95M0.03%013F-HRTimeline
Atria Investments, Inc41,365$1.91M0.02%+4,11413F-HRTimeline
Municipal Employees' Retirement System …38,566$1.78M0.02%-5,15013F-HRTimeline
NOTTINGHAM ADVISORS, INC.35,174$1.63M0.25%-13013F-HRTimeline
LPL Financial LLC30,340$1.4M<0.01%+1,65513F-HRTimeline
Farther Finance Advisors, LLC21,147$975K0.02%-2,60213F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.20,012$925K0.2%+6,53313F-HRTimeline
RMR Capital Management, LLC17,626$814K0.59%013F-HRTimeline
COMERICA BANK16,024$740K<0.01%-1,32013F-HRTimeline
Heritage Family Offices, LLP15,232$704K0.36%+4,50113F-HRTimeline
Zuckerman Investment Group, LLC15,207$703K0.08%+213F-HRTimeline
Mutual Advisors, LLC15,147$698K0.02%-9,09713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,639$568K0.12%+72013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,954$552K<0.01%-1,82913F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT11,490$531K0.07%013F-HRTimeline
SWMG, LLC11,438$527K0.21%-13,61713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth10,929$505K0.01%+4,17113F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP9,102$421K0.01%+4,55113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …8,600$397K0.01%013F-HRTimelineGroup
&PARTNERS7,921$366K<0.01%-5413F-HRTimeline
Mariner, LLCin group Mariner, LLC5,032$233K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,000$231K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,439$159K<0.01%+1,92913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,023$140K<0.01%+79013F-HRTimelineGroup
IFP Advisors, Inc2,500$116K<0.01%-1,00013F-HRTimeline
LANARK FINANCIAL, INC.1,382$63K0.01%+1,38113F-HRTimeline
NorthRock Partners, LLC1,000$46.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG866$40K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN706$32.6K<0.01%+44113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.700$32.3K<0.01%013F-HRTimeline
North Star Investment Management Corp.554$25.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC499$23.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC465$21.4K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC438$20.2K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC442$20K<0.01%+213F-HRTimelineGroup
Capital Investment Advisory Services, L…411$19K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…320$14.8K0.01%-2313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY289$13.4K<0.01%-213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA267$12K<0.01%-38213F-HR/ATimelineGroup
FMR LLCin group FMR LLC22$1.02K<0.01%+1413F-HRTimelineGroup
Creative Capital Management Investments…4$185<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-38,99413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.