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Disclosery

HYBB ISHARES TR

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COM (fund)

51 managers (51 13F filers) reported a position in HYBB shares at 2025-09-30, 3,964,537 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
51
13F filers
51
New
7
Added
25
Reduced
7
Sold out
9
Shares held by filers
3,964,537

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP980,388$46.4M0.04%+610,34613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC731,275$34.6M0.39%+422,34913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY545,256$25.8M<0.01%+544,85813F-HR/ATimelineGroup
Bank Julius Baer & Co. Ltd, Zurich357,452$16.9M0.05%+12,55713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC336,500$15.9M0.01%+14,50013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC270,829$12.8M0.18%+191,00313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC135,096$6.39M<0.01%+15,55613F-HRTimelineGroup
Janney Montgomery Scott LLC83,228$3.94M0.01%+23,34913F-HRTimeline
Cetera Investment Advisers70,409$3.33M<0.01%-5,09913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth44,388$2.09M0.02%+33,41813F-HRTimelineGroup
Municipal Employees' Retirement System …38,566$1.82M0.02%013F-HRTimeline
LPL Financial LLC37,874$1.79M<0.01%+8,61513F-HRTimeline
NOTTINGHAM ADVISORS, INC.37,061$1.75M0.24%+51813F-HRTimeline
RMR Capital Management, LLC27,130$1.28M0.9%+9,00913F-HRTimeline
Andina Capital Management, LLC24,541$1.16M0.66%-2,86413F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.24,380$1.15M0.18%+4,38913F-HRTimeline
WFA of San Diego, LLC22,017$1.04M0.71%+2,09513F-HRTimeline
Mutual Advisors, LLC18,986$896K0.02%+2,32013F-HRTimeline
Heritage Family Offices, LLP17,398$823K0.38%+2,14413F-HRTimeline
Zuckerman Investment Group, LLC16,855$797K0.07%+42913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,625$787K<0.01%+13,23313F-HR/ATimelineGroup
Arrowroot Family Office, LLC16,515$781K0.31%-84813F-HRTimeline
Visionary Wealth Advisors15,834$749K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC15,035$711K0.01%-2,45613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,670$599K0.09%+3113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,406$540K<0.01%+42913F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT9,490$449K0.05%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …8,600$407K0.01%013F-HRTimelineGroup
Zhang Financial LLC6,456$305K0.01%+2,14213F-HRTimeline
COMERICA BANK6,260$296K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,985$236K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,900$232K<0.01%+9113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,406$208K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,551$168K<0.01%-6013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,382$65.4K0.01%013F-HRTimeline
IFP Advisors, Inc1,298$61.4K<0.01%+29813F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.730$34.5K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.700$33.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC614$29K<0.01%+16613F-HRTimelineGroup
North Star Investment Management Corp.554$26.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC500$23.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC499$23.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC465$22K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…411$19.4K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA267$13K<0.01%-91613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/260$12.3K<0.01%+113F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp256$12K0.02%13F-HR/ATimeline
Advisory Services Network, LLC113$5.34K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108$5.11K<0.01%-59813F-HRTimelineGroup
FMR LLCin group FMR LLC14$662<0.01%013F-HRTimelineGroup
Creative Capital Management Investments…4$189<0.01%013F-HRTimeline