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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 2025-06-30, 2,619,485 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
54
13F filers
54
New
4
Added
13
Reduced
19
Sold out
6
Shares held by filers
2,619,485

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Alaska Permanent Fund Corp550,000$25.7M1.53%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP370,042$17.4M0.02%-1,919,50613F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich344,895$16.2M0.05%+97,43713F-HR/ATimeline
VICTORY CAPITAL MANAGEMENT INC322,000$15.1M0.01%+50013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC308,926$14.5M0.18%-1,512,40413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC119,540$5.62M<0.01%-17,85013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC79,826$3.75M0.05%-673,01513F-HRTimeline
Cetera Investment Advisers75,508$3.55M0.01%-6,65913F-HRTimeline
Janney Montgomery Scott LLC59,879$2.81M0.01%-8,98213F-HRTimeline
Municipal Employees' Retirement System …38,566$1.81M0.02%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.36,543$1.72M0.25%+1,36913F-HRTimeline
LPL Financial LLC29,259$1.38M<0.01%-1,08113F-HRTimeline
Andina Capital Management, LLC27,405$1.29M0.9%-25,10813F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.19,991$940K0.17%-2113F-HRTimeline
WFA of San Diego, LLC19,922$936K0.69%13F-HRTimeline
HM PAYSON & CO19,435$913K0.01%-22,77313F-HRTimeline
RMR Capital Management, LLC18,121$852K0.61%+49513F-HRTimeline
Farther Finance Advisors, LLC17,491$822K0.02%-3,65613F-HRTimeline
Arrowroot Family Office, LLC17,363$816K0.37%13F-HRTimeline
Mutual Advisors, LLC16,666$780K0.02%+1,51913F-HRTimeline
Zuckerman Investment Group, LLC16,426$772K0.07%+1,21913F-HRTimeline
Heritage Family Offices, LLP15,254$705K0.36%+2213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,639$591K0.11%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,977$516K<0.01%new13F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth10,970$516K0.01%+4113F-HRTimelineGroup
SWMG, LLC9,604$450K0.15%-1,83413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT9,490$446K0.05%-2,00013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …8,600$404K0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,809$226K<0.01%-22313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,439$209K<0.01%-7,51513F-HRTimelineGroup
Zhang Financial LLC4,314$203K0.01%new13F-HRTimeline
Atria Investments, Inc4,273$201K<0.01%-37,09213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,611$170K<0.01%+17213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,392$159K<0.01%+36913F-HRTimelineGroup
LANARK FINANCIAL, INC.1,382$64K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,183$56K<0.01%+91613F-HR/ATimelineGroup
IFP Advisors, Inc1,000$47K<0.01%-1,50013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN706$33.2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.700$32.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.554$26K<0.01%013F-HRTimeline
AE Wealth Management LLC499$23.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC465$21.9K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC448$21K<0.01%+613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC438$20.6K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…411$19.3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY398$18.7K<0.01%+10913F-HRTimelineGroup
Legacy Investment Solutions, LLC320$15K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…320$15K0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/259$12.2K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG198$9.31K<0.01%-66813F-HRTimelineGroup
FMR LLCin group FMR LLC14$658<0.01%-813F-HRTimelineGroup
Sunbelt Securities, Inc.10$460<0.01%new13F-HRTimeline
Creative Capital Management Investments…4$188<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.