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Disclosery

HYBB ISHARES TR

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COM (fund)

56 managers (56 13F filers) reported a position in HYBB shares at 2025-12-31, 8,450,539 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
56
13F filers
56
New
6
Added
25
Reduced
13
Sold out
4
Shares held by filers
8,450,539

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…2,144,054$101M0.32%new13F-HRTimeline
Valmark Advisers, Inc.1,456,143$68.6M0.85%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,416,283$66.7M0.06%+435,89513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,081,255$51M0.56%+349,98013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY439,046$20.7M<0.01%-106,21013F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC433,506$20.4M0.31%+162,67713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich372,034$17.5M0.05%+14,58213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC329,000$15.5M0.01%-7,50013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,738$6.07M<0.01%-6,35813F-HRTimelineGroup
Janney Montgomery Scott LLC86,823$4.09M0.01%+3,59513F-HRTimeline
Cetera Investment Advisers62,729$2.96M<0.01%-7,68013F-HRTimeline
LPL Financial LLC48,600$2.29M<0.01%+10,72613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,365$1.86M<0.01%+34,95913F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.34,057$1.61M0.22%-3,00413F-HRTimeline
Visionary Wealth Advisors28,560$1.35M0.06%+12,72613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth27,369$1.29M0.02%-17,01913F-HRTimelineGroup
Andina Capital Management, LLC26,345$1.24M0.75%+1,80413F-HRTimeline
WFA of San Diego, LLC24,326$1.15M0.84%+2,30913F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.24,240$1.14M0.18%-14013F-HRTimeline
Arrowroot Family Office, LLC22,758$1.07M0.39%+6,24313F-HRTimeline
RMR Capital Management, LLC20,065$946K0.68%-7,06513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,713$929K<0.01%+3,08813F-HRTimelineGroup
Mutual Advisors, LLC18,007$849K0.02%-97913F-HRTimeline
Heritage Family Offices, LLP17,429$821K0.37%+3113F-HRTimeline
Zuckerman Investment Group, LLC17,153$808K0.07%+29813F-HRTimeline
Farther Finance Advisors, LLC14,235$671K0.01%-80013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,670$597K0.08%013F-HRTimeline
COMMONS CAPITAL, LLC12,420$585K0.41%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,437$539K<0.01%+3113F-HRTimelineGroup
COMERICA BANK11,433$539K<0.01%+5,17313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT9,490$447K0.05%013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,337$440K<0.01%+4,43713F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …8,600$405K0.01%013F-HRTimelineGroup
Hegarty Advisors, LLC7,277$343K0.3%13F-HRTimeline
REICON WEALTH ADVISORS, LLC6,761$319K0.23%13F-HRTimeline
&PARTNERS5,793$273K<0.01%new13F-HRTimeline
Zhang Financial LLC5,606$264K0.01%-85013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,837$228K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,991$188K<0.01%+44013F-HRTimelineGroup
IFP Advisors, Inc2,101$99K<0.01%+80313F-HRTimeline
LANARK FINANCIAL, INC.1,382$65.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC892$42K<0.01%+27813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.700$33K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.600$28.3K0.02%-13013F-HRTimeline
North Star Investment Management Corp.554$26.1K<0.01%013F-HRTimeline
AE Wealth Management LLC511$24.1K<0.01%+1213F-HRTimeline
Global Retirement Partners, LLC500$23.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…411$19.4K<0.01%013F-HRTimeline
First Pacific Advisors, LP286$13.5K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/265$12.5K<0.01%+513F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp258$12.2K0.02%+213F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA191$9K<0.01%-7613F-HRTimelineGroup
Signature Equity Partners, LLC160$7.54K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN137$6.46K<0.01%+2913F-HRTimelineGroup
FMR LLCin group FMR LLC102$4.8K<0.01%+8813F-HRTimelineGroup
Creative Capital Management Investments…4$189<0.01%013F-HRTimeline