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Disclosery

HYDB ISHARES TR

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SHS (fund)

216 managers (219 13F filers) reported a position in HYDB shares at 2025-06-30, 23,558,159 shares in all. 26 filers opened a position and 52 filers sold out during the quarter.

Managers
216
13F filers
219
New
26
Added
70
Reduced
105
Sold out
52
Shares held by filers
23,558,159

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
RENAISSANCERE HOLDINGS LTDin group RENAISSANCERE HOLDINGS LTD5,057,726$240M37.51%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,929,987$139M0.01%-45,62813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,390,537$66M-1,586,841Timeline
Wealthspire Advisors, LLC1,263,546$60M0.34%+19,55413F-HRTimeline
LPL Financial LLC897,478$42.6M0.01%-231,38113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC853,852$40.5M0.01%+96,66913F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…563,120$26.7M0.1%013F-HRTimelineGroup
STRATEGIC PLANNING GROUP, LLC496,220$23.6M3.83%+39,51413F-HRTimeline
Insight Wealth Strategies, LLC461,563$21.8M2.75%+230,64613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY370,713$17.6M<0.01%-125,72513F-HRTimelineGroup
Cornerstone Planning Group LLC339,170$16M3.27%+21,12613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding326,280$15.5M+293,599Timeline
Capital Investment Counsel, LLC320,003$15.2M2.36%+28,85413F-HRTimeline
Cetera Investment Advisers301,795$14.3M0.02%-135,79913F-HRTimeline
Outlook Wealth Advisors, LLC292,055$13.9M3.57%+4,19213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.277,421$13.2M0.02%+50,28213F-HR/ATimelineGroup
IMA Advisory Services, Inc.269,294$12.8M1.37%+6,31013F-HRTimeline
CWM, LLCin group CWM, LLC264,339$12.5M0.04%-238,34713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS250,133$11.9M0.03%-239,24813F-HRTimeline
Betterment LLC247,289$11.7M0.03%+25,12213F-HRTimeline
Ocean Park Asset Management, LLC240,799$11.3M0.4%013F-HRTimeline
SOFI WEALTH, LLC231,698$11M0.67%new13F-HRTimeline
BlueStem Wealth Partners, LLC230,328$10.9M1.34%+225,89013F-HRTimeline
UBS Group AGin group UBS Group AG227,285$10.8M<0.01%+42,24213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO225,545$10.7M<0.01%-299,81213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC223,929$10.6M0.03%-381,91513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC222,439$10.6M0.03%-52,36313F-HRTimeline
Compound Planning, Inc.208,301$9.89M0.37%+16,30013F-HRTimeline
TL Private Wealth200,616$9.46M3.93%+2,77013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.182,180$8.65M<0.01%-310,10213F-HRTimelineGroup
DAHRING | CUSMANO LLC178,596$8.48M6.61%-81513F-HRTimeline
IHT Wealth Management, LLC161,078$7.65M0.21%-280,90513F-HRTimeline
SAX WEALTH ADVISORS, LLC159,550$7.57M0.46%+2,53313F-HRTimeline
MA Private Wealth137,856$6.54M1.17%+128,28513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding137,570$6.53M+24,831Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,426$5.76M<0.01%+15,43913F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC116,806$5.55M3.72%+11,10913F-HRTimeline
Waverly Advisors, LLC116,319$5.52M0.06%-1,37313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC100,852$4.79M1.65%+57,77913F-HRTimeline
Mascagni Wealth Management, Inc.95,560$4.54M3.86%+1,48613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT92,769$4.4M0.86%-2,30213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp84,846$4.03M<0.01%-63,91413F-HRTimelineGroup
Sanctuary Advisors, LLC83,619$3.97M0.02%-17,31213F-HRTimeline
Systelligence, LLC81,442$3.87M0.72%-16,57113F-HRTimeline
Savvy Advisors, Inc.79,087$3.75M0.25%+19,46113F-HRTimeline
Mariner, LLCin group Mariner, LLC74,203$3.52M0.01%new13F-HRTimelineGroup
Advisory Resource Group74,098$3.52M0.68%+5,92013F-HRTimeline
OneDigital Investment Advisors LLC73,142$3.47M0.04%-7,67813F-HRTimeline
BEACON FINANCIAL PLANNING, INC67,167$3.19M1.78%+10,41013F-HRTimeline
Dynasty Wealth Management, LLC64,735$3.07M0.05%-1,56913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,598$2.73M0.03%-91,57213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.57,445$2.73M0.01%+1,07913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC57,148$2.71M0.07%+2,38213F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY56,218$2.67M2.35%+18513F-HRTimeline
Foundations Investment Advisors, LLC55,174$2.62M0.04%-88,95013F-HRTimeline
Triad Wealth Partners, LLC54,495$2.59M0.52%-13,58613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.53,407$2.54M0.03%+3,25613F-HRTimelineGroup
IFP Advisors, Inc50,217$2.38M0.07%+22,66513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…49,329$2.34M0.02%-71,62913F-HRTimelineGroup
Summit X, LLC46,940$2.23M0.42%-9,42413F-HRTimeline
Dynamic Advisor Solutions LLC45,373$2.15M0.07%+2,27013F-HRTimeline
Cambridge Investment Research Advisors,…44,203$2.1M0.01%-11,24113F-HRTimeline
NewEdge Advisors, LLC42,073$2M0.01%-57,86013F-HRTimeline
Continuum Advisory, LLC34,837$1.65M0.2%-22713F-HRTimeline
Janney Montgomery Scott LLC34,131$1.62M<0.01%-68,04713F-HRTimeline
Avestar Capital, LLC29,852$1.42M0.1%+46413F-HRTimeline
Leo Wealth, LLC29,345$1.39M0.11%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV29,291$1.39M0.42%+2,15913F-HRTimeline
J.W. COLE ADVISORS, INC.28,902$1.37M0.03%new13F-HRTimeline
SYNOVUS FINANCIAL CORP28,840$1.37M0.02%+15,32413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,599$1.36M<0.01%-80,68713F-HRTimeline
Security Financial Services, INC.28,383$1.35M0.24%-3,53313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,166$1.34M<0.01%-33,97913F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC27,370$1.3M0.67%+93413F-HRTimeline
TFB Advisors LLC24,275$1.15M0.3%+3,94213F-HRTimeline
Sovran Advisors, LLC24,346$1.15M0.12%+10,10913F-HRTimeline
Private Advisor Group, LLC23,946$1.14M0.01%-91013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC23,609$1.12M0.41%-33513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC23,600$1.12M0.08%+7913F-HRTimeline
Atria Wealth Solutions, Inc.23,019$1.09M0.02%-17,88713F-HRTimeline
Merit Financial Group, LLC22,428$1.06M0.01%-31,68313F-HRTimeline
Allworth Financial LP22,286$1.06M0.01%-34613F-HRTimeline
Atria Investments, Inc21,832$1.04M0.01%-18,98013F-HRTimeline
HighTower Advisors, LLC21,663$1.03M<0.01%-32913F-HRTimeline
Hennion & Walsh Asset Management, Inc.21,614$1.03M0.04%-34413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,150$1M0.04%-34,76813F-HRTimelineGroup
Armor Investment Advisors, LLC20,781$987K0.37%+1,12713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,672$981K<0.01%+2,19013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,994$949K<0.01%-3,33713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,615$884K<0.01%-26,22213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\18,430$875K<0.01%-21,00013F-HRTimelineGroup
SteelPeak Wealth, LLC18,399$873K0.03%-18,25713F-HRTimeline
Regal Investment Advisors LLC17,429$827K0.06%-9,14213F-HRTimeline
Modern Wealth Management, LLC17,288$821K0.02%-11,54813F-HR/ATimeline
WESTBOURNE INVESTMENTS, INC.17,123$813K0.43%013F-HRTimeline
JFS WEALTH ADVISORS, LLC16,902$802K0.05%+25313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,142$766K<0.01%new13F-HRTimelineGroup
Kelly Financial Services LLC16,134$766K0.23%-66,25013F-HRTimeline
ROI Financial Advisors, LLC16,116$765K0.49%+6,00413F-HRTimeline
Arkadios Wealth Advisors15,761$748K0.02%+1,79913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,058$715K<0.01%new13F-HR/ATimelineGroup
Tidemark, LLC14,987$711K0.23%-1,49413F-HRTimeline
Kingsview Wealth Management, LLC14,597$693K0.01%+11813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,371$682K0.01%-7,57613F-HRTimelineGroup
Integrated Wealth Concepts LLC14,253$677K0.01%-20,05513F-HRTimeline
World Investment Advisors13,651$648K0.01%-1,92313F-HRTimeline
Lansing Street Advisors13,651$648K0.19%+1,77013F-HRTimeline
Trek Financial, LLC13,121$623K0.04%-13,22013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC12,594$598K0.38%+46913F-HRTimeline
Strategic Blueprint, LLC12,500$593K0.03%-3,86713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC11,975$569K0.01%+713F-HRTimeline
Summit Wealth Partners, LLC11,760$558K0.11%-11,42413F-HRTimeline
Simplicity Wealth,LLC11,150$529K0.02%+92913F-HRTimeline
Breakwater Capital Group10,920$518K0.08%+3,90913F-HRTimeline
TSA Wealth Managment LLC10,874$516K0.19%-16,32013F-HRTimeline
Meridian Wealth Management, LLC10,787$512K0.02%+2,86713F-HRTimeline
Copperleaf Capital, LLC10,555$501K0.25%+1,49013F-HRTimeline
Arista Wealth Management, LLC10,425$495K0.07%new13F-HRTimeline
Cranbrook Wealth Management, LLC9,747$463K0.1%+2,16113F-HRTimeline
Onyx Bridge Wealth Group LLC9,629$457K0.06%new13F-HRTimeline
Oxinas Partners, LLC9,303$442K0.23%-58413F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,281$441K0.01%-16,87413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,253$439K0.01%+3,70813F-HRTimelineGroup
5T Wealth, LLC9,221$438K0.22%-3,21613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,045$429K0.03%+45013F-HRTimelineGroup
Advus Financial Partners, LLC8,579$407K0.16%-2,86013F-HR/ATimeline
Capital Investment Advisors, LLC8,495$403K0.01%-50013F-HR/ATimeline
&PARTNERS8,402$399K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC8,260$392K0.11%+45513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC8,070$383K0.19%-1,73413F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.8,065$380K0.31%+15013F-HRTimeline
Atlatl Advisers LLC7,822$371K0.18%-4,12713F-HRTimeline
Prime Capital Investment Advisors, LLC7,777$369K<0.01%-21713F-HRTimeline
Madrona Financial Services, LLC7,694$365K0.09%+49013F-HRTimeline
Independent Advisor Alliance7,243$344K0.01%+1,79713F-HRTimeline
Perigon Wealth Management, LLC6,459$307K0.01%new13F-HRTimeline
Global Retirement Partners, LLC6,410$304K0.01%13F-HRTimeline
Blue Trust, Inc.6,390$303K<0.01%-8,19113F-HRTimeline
Balanced Rock Investment Advisors LLC6,385$303K0.24%+42313F-HRTimeline
AE Wealth Management LLC6,286$298K<0.01%-8,62313F-HRTimeline
CHOREO, LLC6,225$296K<0.01%new13F-HRTimeline
Opus Capital Group, LLC6,141$292K0.03%+26413F-HRTimeline
REGATTA CAPITAL GROUP, LLC5,989$284K0.05%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,496$261K0.04%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC5,321$253K0.05%-1,04913F-HRTimeline
Farther Finance Advisors, LLC5,307$252K0.01%-5,19713F-HRTimeline
CFS Investment Advisory Services, LLC5,233$248K0.02%-13,45113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,091$242K0.08%+8613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,049$240K0.02%-1,55013F-HRTimeline
PKS Advisory Services, LLC5,048$240K0.06%-42913F-HRTimeline
Icon Wealth Advisors, LLC4,911$233K0.02%-7,74213F-HRTimeline
Two West Capital Advisors LLC4,879$231K0.15%+25613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,864$231K<0.01%-87313F-HRTimelineGroup
Shared Vision Wealth Group LLC4,803$228K0.11%-5,17213F-HRTimeline
JB Capital LLC4,769$226K0.01%-1,51713F-HRTimeline
Sharkey, Howes & Javer4,690$223K0.03%-17,70613F-HRTimeline
WealthShield Partners, LLC4,599$218K0.03%-4,16013F-HRTimeline
SigFig Wealth Management, LLC4,602$218K0.01%-6,46613F-HRTimeline
Unique Wealth Strategies, LLC4,576$217K0.09%-7613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,335$206K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC3,964$188K0.01%new13F-HRTimeline
COMERICA BANK3,952$188K<0.01%-1,64113F-HRTimeline
Midwest Capital Advisors, LLC3,655$174K0.09%-21,97113F-HRTimeline
First Horizon Advisors, Inc.3,147$149K<0.01%-1,74913F-HRTimeline
Keystone Financial Group, Inc.2,978$141K0.09%+1,03213F-HRTimeline
SOA Wealth Advisors, LLC.2,940$140K0.03%new13F-HRTimeline
EP Wealth Advisors, LLC2,904$138K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,882$137K<0.01%-1,37513F-HRTimelineGroup
Aptus Capital Advisors, LLC2,666$127K<0.01%-65713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,655$126K0.01%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,430$115K0.01%new13F-HRTimelineGroup
Bay Harbor Wealth Management, LLC2,358$112K0.03%-3,76013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,322$110K0.01%-107,05913F-HRTimeline
Steward Partners Investment Advisory, L…2,074$98.5K<0.01%-6,34113F-HRTimeline
Sunbelt Securities, Inc.1,879$88.4K0.01%+81613F-HRTimeline
AMERIFLEX GROUP, INC.1,795$85K0.04%+71613F-HRTimeline
TSFG, LLC1,556$74K0.01%-3,15813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,434$68.1K<0.01%+38513F-HRTimelineGroup
Scarborough Advisors, LLC1,423$67.5K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,176$55.8K0.01%-1,10613F-HRTimeline
North Star Investment Management Corp.1,175$55.8K<0.01%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,169$55.5K0.05%+4713F-HRTimeline
LANARK FINANCIAL, INC.1,155$54K<0.01%+2113F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,111$52.8K<0.01%-391,43913F-HRTimeline
Sound Income Strategies, LLC1,091$51.8K<0.01%+1413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management937$44.5K<0.01%-15613F-HRTimelineGroup
ADIRONDACK TRUST CO882$41.9K0.02%013F-HRTimeline
FMR LLCin group FMR LLC789$37.4K<0.01%+4913F-HRTimelineGroup
Geneos Wealth Management Inc.635$30.1K<0.01%-31913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…575$27.3K<0.01%-36313F-HRTimelineGroup
Eukles Asset Management477$22.6K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP415$19.5K0.01%13F-HRTimeline
Stone House Investment Management, LLC344$16.3K<0.01%-2,91913F-HRTimeline
Cape Investment Advisory, Inc.344$16.3K0.01%-3413F-HRTimeline
Wells Financial Advisors INC320$15.2K0.02%013F-HRTimeline
Arax Advisory Partners316$15K<0.01%-58413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC306$14.5K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors196$9.3K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC190$9.02K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC172$8.17K0.01%-2813F-HRTimeline