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Disclosery

HYDB ISHARES TR

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SHS (fund)

245 managers (247 13F filers) reported a position in HYDB shares at 2025-03-31, 27,742,356 shares in all. 38 filers opened a position and 26 filers sold out during the quarter.

Managers
245
13F filers
247
New
38
Added
136
Reduced
56
Sold out
26
Shares held by filers
27,742,356

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
RENAISSANCERE HOLDINGS LTDin group RENAISSANCERE HOLDINGS LTD5,057,726$238M38.06%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,977,378$140M-32,372Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,975,615$140M0.01%+2,481,70613F-HRTimelineGroup
Wealthspire Advisors, LLC1,243,992$58.6M0.35%+55,72913F-HRTimeline
LPL Financial LLC1,128,859$53.2M0.02%-285,65613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC757,183$35.7M0.01%+80,86413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC605,844$28.5M0.08%+16,01613F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…563,120$26.5M0.12%-650,00013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO525,357$24.7M<0.01%+84,23713F-HRTimelineGroup
CWM, LLCin group CWM, LLC502,686$23.7M0.09%+176,03613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY496,438$23.4M<0.01%+53,25413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.492,282$23.2M<0.01%+32,82413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS489,381$23M0.06%-159,60313F-HRTimeline
STRATEGIC PLANNING GROUP, LLC456,706$21.5M4.21%new13F-HRTimeline
IHT Wealth Management, LLC441,983$20.8M0.65%-76,89513F-HRTimeline
Cetera Investment Advisers437,594$20.6M0.04%-4,89713F-HRTimeline
MANNING & NAPIER ADVISORS LLC392,550$18.5M0.23%-27,00013F-HRTimeline
Cornerstone Planning Group LLC318,044$14.6M3.49%+10,07413F-HRTimeline
Capital Investment Counsel, LLC291,149$13.7M2.27%+41,41413F-HRTimeline
Outlook Wealth Advisors, LLC287,863$13.6M3.77%+49,85113F-HRTimeline
MML INVESTORS SERVICES, LLC274,802$12.9M0.04%+118,46813F-HRTimeline
IMA Advisory Services, Inc.262,984$12.4M1.47%-17,14113F-HRTimeline
Ocean Park Asset Management, LLC240,799$11.3M0.4%+65,60013F-HRTimeline
Insight Wealth Strategies, LLC230,917$10.9M1.46%+114,92513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.227,139$10.7M0.02%+27,78013F-HRTimelineGroup
Betterment LLC222,167$10.5M0.02%+41,88713F-HRTimeline
Compound Planning, Inc.192,001$9.04M0.41%+23,91213F-HRTimeline
TL Private Wealth197,846$8.83M4.38%-3,50213F-HRTimeline
UBS Group AGin group UBS Group AG185,043$8.71M<0.01%+117,92813F-HRTimelineGroup
DAHRING | CUSMANO LLC179,411$8.45M7.28%+13,05513F-HRTimeline
SAX WEALTH ADVISORS, LLC157,017$7.39M0.53%+23,77713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC149,170$7.02M0.09%+13,19813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp148,760$7.01M<0.01%+37,88213F-HRTimelineGroup
Foundations Investment Advisors, LLC144,124$6.79M0.13%+41,57813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…120,958$5.7M0.05%-26,97213F-HRTimelineGroup
Waverly Advisors, LLC117,692$5.54M0.07%+12,60413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding112,739$5.31M-392,729Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV109,381$5.15M0.41%+2,63113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC109,286$5.15M0.01%-127,40513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC105,987$4.99M<0.01%+20,67713F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC105,697$4.98M3.66%+15,72513F-HRTimeline
Janney Montgomery Scott LLC102,178$4.81M0.01%+4,53413F-HRTimeline
Sanctuary Advisors, LLC100,931$4.75M0.03%+4,69813F-HRTimeline
NewEdge Advisors, LLC99,933$4.71M0.03%+13,04613F-HRTimeline
Systelligence, LLC98,013$4.62M1.11%-23,33713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT95,071$4.48M0.89%-51,02613F-HRTimeline
Mascagni Wealth Management, Inc.94,074$4.43M4.41%013F-HR/ATimeline
Kelly Financial Services LLC82,384$3.88M1.35%+2,20313F-HRTimeline
OneDigital Investment Advisors LLC80,820$3.81M0.05%-39,19813F-HRTimeline
NorthCoast Asset Management LLC71,627$3.37M0.02%-41913F-HR/ATimeline
Tennessee Valley Asset Management Partn…69,645$3.28M0.53%+60,99113F-HRTimeline
Advisory Resource Group68,178$3.21M0.65%-84,77513F-HRTimeline
Triad Wealth Partners, LLC68,081$3.21M1%+5,64813F-HRTimeline
Dynasty Wealth Management, LLC66,304$3.12M0.05%+8,76613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,145$2.93M<0.01%+5,20313F-HRTimelineGroup
Savvy Advisors, Inc.59,626$2.81M0.28%+32,36413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC57,448$2.71M0.07%+7,19013F-HRTimeline
BEACON FINANCIAL PLANNING, INC56,757$2.67M1.54%+44,58713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.56,366$2.65M0.02%+5,53213F-HRTimeline
Summit X, LLC56,364$2.65M0.56%-11,67213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY56,033$2.64M2.68%+32513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC55,918$2.63M0.11%+36,85513F-HRTimelineGroup
Cambridge Investment Research Advisors,…55,444$2.61M0.01%+2,08113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC54,766$2.58M0.08%+87213F-HRTimelineGroup
Merit Financial Group, LLC54,111$2.55M0.04%+46,90713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.50,151$2.36M0.04%new13F-HRTimelineGroup
Veridan Wealth LLC48,822$2.3M1.04%+1,69613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP44,837$2.11M<0.01%+59513F-HRTimelineGroup
Dynamic Advisor Solutions LLC43,103$2.03M0.07%+5,97113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC43,073$2.03M0.77%+20,10513F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV43,015$2.03M1.43%+8,00513F-HRTimeline
Atria Wealth Solutions, Inc.40,906$1.93M0.02%+25913F-HRTimeline
Atria Investments, Inc40,812$1.92M0.02%+3,85513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\39,430$1.86M<0.01%-6013F-HRTimelineGroup
SteelPeak Wealth, LLC36,656$1.73M0.07%+10,82713F-HRTimeline
Continuum Advisory, LLC35,064$1.65M0.21%+213F-HRTimeline
Integrated Wealth Concepts LLC34,308$1.62M0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,681$1.54M0.03%+1,55213F-HRTimelineGroup
Security Financial Services, INC.31,916$1.5M0.3%-2,84313F-HRTimeline
Avestar Capital, LLC29,388$1.38M0.13%+1,43613F-HRTimeline
Modern Wealth Management, LLC28,836$1.36M0.04%+1,60913F-HR/ATimeline
IFP Advisors, Inc27,552$1.3M0.04%+12,94113F-HRTimeline
TSA Wealth Managment LLC27,194$1.28M0.51%+2,47613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV27,132$1.28M0.41%+3,83513F-HRTimeline
Regal Investment Advisors LLC26,571$1.25M0.1%+9,17513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC26,436$1.24M0.85%+9,01413F-HRTimeline
Trek Financial, LLC26,341$1.24M0.09%+11,48913F-HRTimeline
U.S. Capital Wealth Advisors, LLC26,155$1.23M0.04%+3,36413F-HRTimeline
Midwest Capital Advisors, LLC25,626$1.21M0.74%+2,91313F-HRTimeline
Private Advisor Group, LLC24,856$1.17M0.01%+7,51913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC23,944$1.13M0.45%+1,79013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC23,521$1.11M0.07%+4813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,331$1.1M<0.01%+5,08413F-HR/ATimelineGroup
Summit Wealth Partners, LLC23,184$1.09M0.22%-5,63513F-HRTimeline
Sharkey, Howes & Javer22,396$1.05M0.15%+6,26513F-HRTimeline
Allworth Financial LP22,632$1.05M0.01%+18,31813F-HRTimeline
HighTower Advisors, LLC21,992$1.04M<0.01%+53113F-HRTimeline
Hennion & Walsh Asset Management, Inc.21,958$1.03M0.05%+49613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,947$1.03M0.01%-3,73313F-HRTimelineGroup
TFB Advisors LLC20,333$957K0.28%+6,72713F-HRTimeline
Armor Investment Advisors, LLC19,654$926K0.38%+52913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,482$883K<0.01%013F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC18,684$880K0.08%-67713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.17,123$806K0.49%+24513F-HRTimeline
JFS WEALTH ADVISORS, LLC16,649$784K0.05%new13F-HRTimeline
Tidemark, LLC16,481$776K0.28%+14,37513F-HRTimeline
Strategic Blueprint, LLC16,367$771K0.04%+1,24113F-HRTimeline
World Investment Advisors15,574$733K0.02%new13F-HRTimeline
AE Wealth Management LLC14,909$702K0.01%+8,20013F-HRTimeline
Integrated Advisors Network LLC14,816$698K0.04%+5,75213F-HRTimeline
High Falls Advisors, Inc14,754$695K0.16%+57813F-HRTimeline
Blue Trust, Inc.14,581$687K0.01%-10213F-HRTimeline
Kingsview Wealth Management, LLC14,479$682K0.01%+1,21813F-HRTimeline
Cook Wealth, LLC14,791$681K0.33%+77313F-HRTimeline
Arkadios Wealth Advisors13,962$657K0.02%+4,39413F-HRTimeline
Sovran Advisors, LLC14,237$652K0.08%new13F-HRTimeline
SYNOVUS FINANCIAL CORP13,516$636K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC12,653$596K0.05%+20313F-HRTimeline
5T Wealth, LLC12,437$586K0.33%+29213F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC12,125$571K0.4%+4,71413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC11,968$564K0.01%-81613F-HRTimeline
Atlatl Advisers LLC11,949$563K0.37%-22213F-HRTimeline
Lansing Street Advisors11,881$559K0.19%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC11,708$551K0.26%-26013F-HRTimeline
Advus Financial Partners, LLC11,439$539K0.23%+5,21113F-HR/ATimeline
Hoxton Planning & Management, LLC11,409$537K0.2%new13F-HRTimeline
SigFig Wealth Management, LLC11,068$521K0.02%+5313F-HRTimeline
Farther Finance Advisors, LLC10,504$492K0.01%+5,43013F-HRTimeline
Simplicity Wealth,LLC10,221$481K0.04%new13F-HRTimeline
ROI Financial Advisors, LLC10,112$476K0.35%+3,04713F-HRTimeline
True Vision MN LLC10,063$474K0.28%-2713F-HRTimeline
Shared Vision Wealth Group LLC9,975$470K0.26%+1,03913F-HRTimeline
Oxinas Partners, LLC9,887$466K0.27%-1,13613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,804$462K0.27%-89813F-HRTimeline
MA Private Wealth9,571$451K0.08%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,233$435K0.03%+18513F-HRTimelineGroup
Copperleaf Capital, LLC9,065$427K0.26%new13F-HRTimeline
Capital Investment Advisors, LLC8,995$424K0.01%+1,54313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…8,955$421K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC8,759$412K0.05%+46613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,647$407K0.01%-1,09313F-HRTimelineGroup
West Wealth Group, LLC8,654$406K0.12%+82813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,595$405K0.03%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,415$396K<0.01%+12513F-HRTimeline
Cedar Point Capital Partners, LLC8,062$380K0.25%-1813F-HRTimeline
Prime Capital Investment Advisors, LLC7,994$376K<0.01%+42113F-HRTimeline
Claro Advisors Inc.7,930$373K0.05%+1,00013F-HRTimeline
Meridian Wealth Management, LLC7,920$373K0.02%+1,45913F-HRTimeline
ONE Advisory Partners, LLC7,855$370K0.16%-16013F-HRTimeline
JPL Wealth Management, LLC7,805$368K0.1%+2,54213F-HR/ATimeline
Glass Jacobson Investment Advisors llc7,796$367K0.12%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.7,915$365K0.32%+8713F-HRTimeline
Cranbrook Wealth Management, LLC7,586$357K0.08%+3,55213F-HRTimeline
Buttonwood Financial Group, LLC7,577$341K0.2%+46313F-HRTimeline
Madrona Financial Services, LLC7,204$339K0.09%+24813F-HRTimeline
Breakwater Capital Group7,011$330K0.06%new13F-HRTimeline
Cobblestone Asset Management LLC6,897$325K0.19%+1,95613F-HRTimeline
Cyndeo Wealth Partners, LLC6,772$319K0.02%+99913F-HRTimeline
Cypress Wealth Services, LLC6,687$315K0.06%+70013F-HRTimeline
Invst, LLC6,656$313K0.04%-2,59313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,599$311K0.03%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,500$306K<0.01%+35013F-HRTimeline
Matthew Goff Investment Advisor, LLC6,370$300K0.06%013F-HRTimeline
JB Capital LLC6,286$296K0.02%-34113F-HRTimeline
Bay Harbor Wealth Management, LLC6,118$288K0.09%+60613F-HRTimeline
PAX Financial Group, LLC6,054$285K0.05%-1,80013F-HRTimeline
Pettinga Financial Advisors LLC6,009$283K0.07%new13F-HRTimeline
Mach-1 Financial Group, LLC6,000$283K0.08%new13F-HRTimeline
Balanced Rock Investment Advisors LLC5,962$281K0.22%+9613F-HRTimeline
Horst & Graben Wealth Management LLC5,930$279K0.05%-13,45913F-HRTimeline
BOS Asset Management, LLC5,928$279K0.1%+41613F-HRTimeline
Opus Capital Group, LLC5,877$277K0.04%+72013F-HRTimeline
Orion Porfolio Solutions, LLC5,830$275K<0.01%+88413F-HRTimeline
Orion Portfolio Solutions, LLC5,830$275K<0.01%+88413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,737$270K<0.01%-81413F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC5,605$264K0.05%new13F-HRTimeline
COMERICA BANK5,593$263K<0.01%+55013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,545$261K0.01%013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC5,483$258K0.06%-5,75413F-HRTimeline
PKS Advisory Services, LLC5,477$258K0.07%new13F-HRTimeline
Independent Advisor Alliance5,446$256K0.01%-2,36613F-HRTimeline
Spectrum Wealth Counsel, LLC5,383$253K0.03%+52213F-HRTimeline
Snowden Capital Advisors LLC5,109$241K0.01%+20013F-HRTimeline
Prosperity Consulting Group, LLC5,098$240K0.02%+42313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,005$236K0.09%+4913F-HRTimeline
First Horizon Advisors, Inc.4,896$231K0.01%+1,11813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,798$224K0.01%new13F-HRTimelineGroup
TSFG, LLC4,714$222K0.05%+1,33413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,687$221K0.12%+1,72313F-HRTimeline
Unique Wealth Strategies, LLC4,652$219K0.1%-8513F-HRTimeline
Sigma Planning Corp4,457$210K0.01%new13F-HRTimeline
BlueStem Wealth Partners, LLC4,438$209K0.03%new13F-HRTimeline
Barnes Wealth Management Group, Inc4,435$209K0.13%new13F-HRTimeline
Two West Capital Advisors LLC4,623$208K0.17%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,314$203K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,257$200K0.01%+20713F-HRTimelineGroup
MATHER GROUP, LLC.3,921$185K<0.01%+11013F-HRTimeline
Aptus Capital Advisors, LLC3,323$156K<0.01%-25513F-HRTimeline
Stone House Investment Management, LLC3,263$154K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA2,282$107K0.01%+1,00013F-HRTimeline