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Disclosery

HYDB ISHARES TR

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SHS (fund)

239 managers (241 13F filers) reported a position in HYDB shares at 2024-12-31, 20,198,764 shares in all. 82 filers opened a position and 6 filers sold out during the quarter.

Managers
239
13F filers
241
New
82
Added
100
Reduced
25
Sold out
6
Shares held by filers
20,198,764

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,009,750$141M+2,415,203Timeline
LPL Financial LLC1,414,515$66.5M0.03%+943,00513F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,213,120$57M0.23%+200,00013F-HRTimelineGroup
Wealthspire Advisors, LLC1,188,263$55.9M0.56%+133,29313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC676,319$31.8M0.01%+381,02113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS648,984$30.5M0.09%+10,03013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC589,828$27.7M0.08%-2,04213F-HRTimelineGroup
IHT Wealth Management, LLC518,878$24.4M0.79%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding505,468$23.8M+28,043Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/493,909$23.2M<0.01%+343,49813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.459,458$21.6M<0.01%+459,16813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY443,184$20.8M<0.01%+261,59613F-HR/ATimelineGroup
Cetera Investment Advisers442,491$20.8M0.04%+134,24413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO441,120$20.7M<0.01%+347,50013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC419,550$19.7M0.23%new13F-HRTimeline
CWM, LLCin group CWM, LLC326,650$15.4M0.06%+237,19013F-HRTimelineGroup
Cornerstone Planning Group LLC307,970$14.7M3.6%+6,50913F-HRTimeline
IMA Advisory Services, Inc.280,125$13.2M1.59%+4,80613F-HRTimeline
Capital Investment Counsel, LLC249,735$11.7M1.96%+107,01113F-HRTimeline
Outlook Wealth Advisors, LLC238,012$11.2M3.21%-1,29013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC236,691$11.1M0.02%+104,53013F-HRTimeline
TL Private Wealth201,348$9.52M4.26%+4,99813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.199,359$9.37M0.02%+63,08513F-HR/ATimelineGroup
Betterment LLC180,280$8.47M0.02%+28,59913F-HRTimeline
Ocean Park Asset Management, LLC175,199$8.24M0.28%+19913F-HRTimeline
Compound Planning, Inc.168,089$7.9M0.4%+51,38913F-HRTimeline
DAHRING | CUSMANO LLC166,356$7.82M7.09%13F-HRTimeline
MML INVESTORS SERVICES, LLC156,334$7.35M0.03%+109,26413F-HRTimeline
Advisory Resource Group152,953$7.19M1.53%-17,08213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…147,930$6.95M0.06%+99,38613F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT146,097$6.87M1.37%+4,91413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC135,972$6.39M0.07%+125,98013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC135,086$6.35M0.01%+98,74013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC133,240$6.26M0.49%+25,07913F-HRTimeline
Systelligence, LLC121,350$5.7M1.41%+11913F-HRTimeline
OneDigital Investment Advisors LLC120,018$5.64M0.07%-41513F-HRTimeline
Insight Wealth Strategies, LLC115,992$5.45M0.73%+5,01613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp110,878$5.21M<0.01%+101,00213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV106,750$5.02M0.41%+2,82213F-HRTimeline
Waverly Advisors, LLC105,088$4.94M0.08%+76,49013F-HRTimeline
Foundations Investment Advisors, LLC102,546$4.82M0.09%+92,22513F-HRTimeline
GM Advisory Group, LLC101,074$4.75M0.26%+4,97613F-HRTimeline
Janney Montgomery Scott LLC97,644$4.59M0.01%+87,46113F-HRTimeline
Sanctuary Advisors, LLC96,233$4.58M0.03%+7,92213F-HRTimeline
Mascagni Wealth Management, Inc.94,074$4.43M4.41%13F-HR/ATimeline
COTTONWOOD CAPITAL ADVISORS, LLC89,972$4.23M3.03%+6,86213F-HRTimeline
NewEdge Advisors, LLC86,887$4.08M0.02%+86,57713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,310$4.01M<0.01%13F-HR/ATimelineGroup
Kelly Financial Services LLC80,181$3.77M1.36%new13F-HR/ATimeline
NorthCoast Asset Management LLC72,046$3.4M0.02%new13F-HR/ATimeline
Summit X, LLC68,036$3.2M0.71%+24,81113F-HRTimeline
UBS Group AGin group UBS Group AG67,115$3.16M<0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC62,433$2.93M1.06%+4,49613F-HRTimeline
Dynasty Wealth Management, LLC57,538$2.7M0.05%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,942$2.68M<0.01%+39,10813F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY55,708$2.62M2.88%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC53,894$2.53M0.08%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…53,363$2.51M0.01%+11,71513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.50,834$2.39M0.02%+25,68113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC50,258$2.36M0.06%13F-HRTimeline
Veridan Wealth LLC47,126$2.22M1.04%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP44,242$2.08M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC42,918$2.02M<0.01%-21,16113F-HRTimelineGroup
Atria Wealth Solutions, Inc.40,647$1.91M0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\39,490$1.86M<0.01%+29,95313F-HRTimelineGroup
Dynamic Advisor Solutions LLC37,132$1.75M0.08%+11,49213F-HRTimeline
Atria Investments, Inc36,957$1.74M0.02%+17,88213F-HRTimeline
Continuum Advisory, LLC35,062$1.65M0.21%+20313F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV35,010$1.65M1.12%13F-HRTimeline
Security Financial Services, INC.34,759$1.63M0.33%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…32,952$1.56M0.09%+32,19313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC31,129$1.46M0.03%+2,91513F-HRTimelineGroup
Summit Wealth Partners, LLC28,819$1.35M0.28%+1,56513F-HRTimeline
Avestar Capital, LLC27,952$1.31M0.12%-3,44113F-HRTimeline
Savvy Advisors, Inc.27,262$1.28M0.15%+10,79413F-HRTimeline
Modern Wealth Management, LLC27,227$1.28M0.05%new13F-HR/ATimeline
SteelPeak Wealth, LLC25,829$1.21M0.05%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,680$1.21M0.01%-85,19713F-HRTimelineGroup
TSA Wealth Managment LLC24,718$1.16M0.47%new13F-HRTimeline
J.W. COLE ADVISORS, INC.24,061$1.13M0.05%+1,04113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC23,473$1.1M0.07%-4,58413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV23,297$1.09M0.39%+94113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC22,968$1.09M0.4%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC22,791$1.07M0.03%new13F-HRTimeline
Midwest Capital Advisors, LLC22,713$1.07M0.78%13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC22,154$1.04M0.41%+12,34413F-HRTimeline
Leo Wealth, LLC21,539$1.01M0.09%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.21,462$1.01M0.05%+3,93213F-HRTimeline
HighTower Advisors, LLC21,461$1.01M<0.01%+4,50413F-HRTimeline
Scarborough Advisors, LLC20,727$974K0.14%new13F-HRTimeline
Horst & Graben Wealth Management LLC19,389$911K0.16%new13F-HRTimeline
CFS Investment Advisory Services, LLC19,361$910K0.08%+13,77813F-HRTimeline
Armor Investment Advisors, LLC19,125$899K0.37%+2713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC19,063$896K0.07%+14,38913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,482$883K<0.01%-3,11013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,247$858K<0.01%+7,33213F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC17,422$819K0.57%+10,55213F-HRTimeline
Regal Investment Advisors LLC17,396$818K0.06%+7,94213F-HRTimeline
Private Advisor Group, LLC17,337$815K<0.01%-11,88013F-HRTimeline
Sharkey, Howes & Javer16,131$758K0.11%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.16,878$756K0.45%13F-HRTimeline
Strategic Blueprint, LLC15,126$711K0.04%+4,03213F-HRTimeline
Trek Financial, LLC14,852$698K0.05%new13F-HRTimeline
Blue Trust, Inc.14,683$690K0.01%new13F-HR/ATimeline
IFP Advisors, Inc14,611$687K0.02%+14,51613F-HRTimeline
High Falls Advisors, Inc14,176$666K0.15%new13F-HRTimeline
Cook Wealth, LLC14,018$666K0.31%+1,11213F-HRTimeline
TFB Advisors LLC13,606$640K0.18%+6,62713F-HRTimeline
Kingsview Wealth Management, LLC13,261$623K0.01%-69813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12,784$601K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC12,450$585K0.05%new13F-HRTimeline
Atlatl Advisers LLC12,171$572K0.34%13F-HRTimeline
BEACON FINANCIAL PLANNING, INC12,170$572K0.33%new13F-HRTimeline
5T Wealth, LLC12,145$571K0.31%13F-HRTimeline
ShoreHaven Wealth Partners, LLC11,968$563K0.27%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,626$547K<0.01%new13F-HRTimelineGroup
Quadrant Private Wealth Management, LLC11,237$528K0.13%new13F-HRTimeline
Oxinas Partners, LLC11,023$518K0.3%-8,84113F-HRTimeline
SigFig Wealth Management, LLC11,015$517K0.02%new13F-HRTimeline
Collier Financial10,843$510K0.46%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC10,702$503K0.28%+4,88813F-HRTimeline
True Vision MN LLC10,090$474K0.28%new13F-HRTimeline
POM Investment Strategies, LLC10,065$473K0.36%013F-HRTimeline
Braun-Bostich & Associates Inc.10,023$471K0.34%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,740$458K0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors9,568$450K0.02%+61413F-HRTimeline
TBH Global Asset Management, LLC9,275$436K0.1%+2013F-HRTimeline
Invst, LLC9,249$435K0.05%new13F-HRTimeline
Integrated Advisors Network LLC9,064$426K0.02%+91213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,048$425K0.04%new13F-HRTimelineGroup
Shared Vision Wealth Group LLC8,936$420K0.22%new13F-HRTimeline
Tennessee Valley Asset Management Partn…8,654$407K0.07%-49713F-HRTimeline
WealthShield Partners, LLC8,293$390K0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…8,290$390K<0.01%+6,84313F-HRTimeline
Cedar Point Capital Partners, LLC8,080$380K0.26%-14713F-HRTimeline
ONE Advisory Partners, LLC8,015$377K0.17%new13F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.7,828$371K0.33%13F-HRTimeline
PAX Financial Group, LLC7,854$369K0.07%new13F-HRTimeline
West Wealth Group, LLC7,826$368K0.11%new13F-HRTimeline
Independent Advisor Alliance7,812$367K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc7,796$367K0.12%+13413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mosley Wealth Management7,593$361K0.22%new13F-HRTimeline
Synergy Investment Management, LLC7,593$357K0.15%13F-HRTimeline
Prime Capital Investment Advisors, LLC7,573$356K0.01%-81913F-HRTimeline
Capital Investment Advisors, LLC7,452$350K0.01%+1,17213F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC7,411$348K0.26%13F-HRTimeline
Merit Financial Group, LLC7,204$339K0.01%new13F-HRTimeline
Buttonwood Financial Group, LLC7,114$338K0.19%new13F-HRTimeline
ROI Financial Advisors, LLC7,065$332K0.23%+32913F-HRTimeline
Advocacy Wealth Management, LLC7,041$331K0.03%new13F-HRTimeline
Madrona Financial Services, LLC6,956$327K0.09%-28113F-HRTimeline
Claro Advisors Inc.6,930$326K0.04%-17,86013F-HRTimeline
AE Wealth Management LLC6,709$315K<0.01%+1,06913F-HRTimeline
JB Capital LLC6,627$312K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,599$311K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,551$308K<0.01%+6,53413F-HRTimelineGroup
Meridian Wealth Management, LLC6,461$304K0.01%+43213F-HRTimeline
Matthew Goff Investment Advisor, LLC6,370$299K0.06%-97613F-HRTimeline
Advus Financial Partners, LLC6,228$293K0.13%new13F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC6,303$291K0.05%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,150$289K<0.01%013F-HRTimeline
Snider Financial Group6,145$289K0.09%new13F-HRTimeline
Cypress Wealth Services, LLC5,987$281K0.06%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,880$276K0.04%new13F-HRTimeline
Balanced Rock Investment Advisors LLC5,866$276K0.22%+53813F-HRTimeline
Cyndeo Wealth Partners, LLC5,773$271K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,545$261K0.01%new13F-HRTimelineGroup
Bay Harbor Wealth Management, LLC5,512$259K0.08%new13F-HRTimeline
BOS Asset Management, LLC5,512$259K0.09%new13F-HRTimeline
JPL Wealth Management, LLC5,263$247K0.07%13F-HRTimeline
Opus Capital Group, LLC5,157$242K0.03%+21113F-HRTimeline
Farther Finance Advisors, LLC5,074$239K0.01%+4,69613F-HRTimeline
COMERICA BANK5,043$237K<0.01%+1,71013F-HR/ATimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,956$233K0.08%+9913F-HRTimeline
Orion Porfolio Solutions, LLC4,946$233K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC4,946$233K<0.01%new13F-HRTimeline
Cobblestone Asset Management LLC4,941$232K0.15%new13F-HRTimeline
Snowden Capital Advisors LLC4,909$231K0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC4,861$229K0.03%new13F-HRTimeline
Peninsula Wealth, LLC4,752$223K0.04%new13F-HRTimeline
Unique Wealth Strategies, LLC4,737$223K0.1%+38213F-HRTimeline
Prosperity Consulting Group, LLC4,675$220K0.02%+10413F-HRTimeline
Global Retirement Partners, LLC4,657$219K0.01%+2,79713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC4,585$216K0.18%new13F-HRTimeline
Allworth Financial LP4,314$205K<0.01%+1,04413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,050$190K0.01%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC4,034$190K0.04%+2,01313F-HRTimeline
MATHER GROUP, LLC.3,811$179K<0.01%+55713F-HRTimeline
First Horizon Advisors, Inc.3,778$178K<0.01%+2,87313F-HRTimeline
Aptus Capital Advisors, LLC3,578$168K<0.01%+54913F-HRTimeline
TSFG, LLC3,380$159K0.03%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,127$147K0.02%new13F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.2,964$139K0.13%13F-HRTimeline
Tidemark, LLC2,106$99K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.1,879$88.3K0.01%+2013F-HRTimeline
AMERIFLEX GROUP, INC.1,702$80.9K0.04%13F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,472$69.2K0.06%-41313F-HRTimeline
PRIVATE TRUST CO NA1,282$60.3K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,259$59.2K<0.01%+17413F-HRTimelineGroup
North Star Investment Management Corp.1,175$55.2K<0.01%013F-HRTimeline