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Disclosery

HYDB ISHARES TR

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SHS (fund)

231 managers (234 13F filers) reported a position in HYDB shares at 2025-09-30, 26,196,960 shares in all. 34 filers opened a position and 15 filers sold out during the quarter.

Managers
231
13F filers
234
New
34
Added
119
Reduced
56
Sold out
15
Shares held by filers
26,196,960

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
RENAISSANCERE HOLDINGS LTDin group RENAISSANCERE HOLDINGS LTD5,057,726$242M32.65%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,161,745$151M0.01%+231,75813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,472,319$70.4M+81,782Timeline
Wealthspire Advisors, LLC1,299,739$62.2M0.33%+36,19313F-HRTimeline
FACTORY MUTUAL INSURANCE CO1,055,715$50.5M0.49%new13F-HRTimeline
LPL Financial LLC989,677$47.4M0.01%+92,19913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC927,769$44.4M0.01%+73,91713F-HRTimelineGroup
STRATEGIC PLANNING GROUP, LLC539,304$25.8M3.49%+43,08413F-HRTimeline
Insight Wealth Strategies, LLC481,910$23.1M2.72%+20,34713F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…463,120$22.2M0.08%-100,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY455,644$21.8M<0.01%+84,93113F-HR/ATimelineGroup
Ocean Park Asset Management, LLC427,800$20.5M0.84%+187,00113F-HRTimeline
Capital Investment Counsel, LLC370,924$17.7M2.61%+50,92113F-HRTimeline
Cornerstone Planning Group LLC349,164$16.6M2.66%+9,99413F-HRTimeline
Cetera Investment Advisers342,304$16.4M0.02%+40,50913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding333,986$16M+7,706Timeline
SOFI WEALTH, LLC299,880$14.3M0.77%+68,18213F-HRTimeline
Betterment LLC290,719$13.9M0.03%+43,43013F-HRTimeline
IMA Advisory Services, Inc.278,651$13.3M1.34%+9,35713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO277,216$13.3M<0.01%+51,67113F-HR/ATimelineGroup
Outlook Wealth Advisors, LLC277,153$13.3M3.3%-14,90213F-HRTimeline
BlueStem Wealth Partners, LLC262,857$12.6M1.44%+32,52913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.252,849$12.1M0.02%-24,57213F-HRTimelineGroup
UBS Group AGin group UBS Group AG250,447$12M<0.01%+23,16213F-HRTimelineGroup
CWM, LLCin group CWM, LLC242,310$11.6M0.03%-22,02913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC225,245$10.8M0.58%+65,69513F-HRTimeline
Compound Planning, Inc.219,850$10.5M0.34%+11,54913F-HRTimeline
MML INVESTORS SERVICES, LLC218,781$10.5M0.03%-3,65813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC216,455$10.4M0.02%-7,47413F-HRTimelineGroup
TL Private Wealth213,479$10.1M4.05%+12,86313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC208,583$9.98M3.08%+107,73113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.181,638$8.69M<0.01%-54213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS177,610$8.5M0.02%-72,52313F-HRTimeline
MA Private Wealth171,759$8.22M1.38%+33,90313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding161,955$7.75M+24,385Timeline
Armor Investment Advisors, LLC159,986$7.65M2.43%+139,20513F-HRTimeline
IHT Wealth Management, LLC148,530$7.11M0.18%-12,54813F-HRTimeline
Savvy Advisors, Inc.145,313$6.95M0.32%+66,22613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,571$6.49M<0.01%+14,14513F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC121,730$5.82M4.24%+4,92413F-HRTimeline
Systelligence, LLC118,948$5.69M1.08%+37,50613F-HRTimeline
Waverly Advisors, LLC116,719$5.58M0.06%+40013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC108,315$5.18M0.01%new13F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT100,388$4.8M0.88%+7,61913F-HRTimeline
Sanctuary Advisors, LLC98,899$4.73M0.03%+15,28013F-HR/ATimeline
Mascagni Wealth Management, Inc.98,398$4.71M3.64%+2,83813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp94,483$4.52M<0.01%+9,63713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC80,637$3.86M<0.01%+6,43413F-HRTimelineGroup
Tennessee Valley Asset Management Partn…75,164$3.6M0.49%new13F-HRTimeline
BEACON FINANCIAL PLANNING, INC71,226$3.41M1.76%+4,05913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC62,720$3M0.02%+5,12213F-HRTimelineGroup
OneDigital Investment Advisors LLC62,686$3M0.03%-10,45613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC60,640$2.9M0.07%+3,49213F-HRTimelineGroup
Triad Wealth Partners, LLC58,829$2.81M0.36%+4,33413F-HRTimeline
IFP Advisors, Inc58,274$2.79M0.07%+8,05713F-HR/ATimeline
Foundations Investment Advisors, LLC57,829$2.77M0.04%+2,65513F-HRTimeline
Dynamic Advisor Solutions LLC57,097$2.73M0.08%+11,72413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY55,930$2.68M2%-28813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.55,629$2.66M0.03%+2,22213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…49,891$2.39M0.02%+56213F-HRTimelineGroup
SYNOVUS FINANCIAL CORP45,440$2.17M0.02%+16,60013F-HRTimeline
NewEdge Advisors, LLC44,522$2.13M0.01%+2,44913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…43,180$2.07M<0.01%+22,50813F-HRTimelineGroup
Security Financial Services, INC.42,694$2.04M0.33%+14,31113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,709$1.95M<0.01%+12,11013F-HRTimeline
Advisory Resource Group40,059$1.92M0.34%-34,03913F-HRTimeline
TFB Advisors LLC37,354$1.77M0.51%+13,07913F-HRTimeline
Janney Montgomery Scott LLC35,165$1.68M<0.01%+1,03413F-HRTimeline
Continuum Advisory, LLC34,868$1.67M0.18%+3113F-HRTimeline
Private Advisor Group, LLC34,854$1.67M0.01%+10,90813F-HRTimeline
Sovran Advisors, LLC34,830$1.65M0.15%+10,48413F-HRTimeline
ROI Financial Advisors, LLC32,535$1.56M0.93%+16,41913F-HRTimeline
DAHRING | CUSMANO LLC32,425$1.55M1.12%-146,17113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,400$1.55M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,657$1.47M<0.01%+10,66313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.30,625$1.47M0.03%+1,72313F-HRTimeline
Avestar Capital, LLC29,601$1.42M0.1%-25113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV29,463$1.41M0.39%+17213F-HR/ATimeline
Cambridge Investment Research Advisors,…29,182$1.4M<0.01%-15,02113F-HRTimeline
Merit Financial Group, LLC28,567$1.37M0.01%+6,13913F-HR/ATimeline
WATERSHED PRIVATE WEALTH LLC28,338$1.36M0.43%+4,72913F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC28,143$1.35M0.64%+77313F-HRTimeline
JFS WEALTH ADVISORS, LLC27,958$1.34M0.08%+11,05613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,459$1.31M<0.01%-70713F-HRTimelineGroup
Sonoma Allocations LLC26,861$1.27M0.46%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,035$1.2M<0.01%+9,97713F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC24,261$1.16M0.04%+3,11113F-HRTimelineGroup
Tidemark, LLC24,042$1.15M0.34%+9,05513F-HRTimeline
Allworth Financial LP23,235$1.11M<0.01%+94913F-HRTimeline
HighTower Advisors, LLC21,799$1.04M<0.01%+13613F-HRTimeline
Arkadios Wealth Advisors20,023$958K0.02%+4,26213F-HRTimeline
MANNING & NAPIER ADVISORS LLC19,946$955K0.01%+18,83513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,684$942K<0.01%+1,06913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC18,959$907K0.06%-4,64113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,497$885K<0.01%+6713F-HRTimelineGroup
Cranbrook Wealth Management, LLC18,444$882K0.18%+8,69713F-HRTimeline
Arista Wealth Management, LLC18,430$882K0.11%+8,00513F-HRTimeline
Trek Financial, LLC17,909$857K0.05%+4,78813F-HRTimeline
Regal Investment Advisors LLC17,717$848K0.06%+28813F-HRTimeline
Avior Wealth Management, LLC17,189$822K0.03%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.16,768$802K0.03%-4,84613F-HRTimeline
SteelPeak Wealth, LLC16,611$795K0.03%-1,78813F-HRTimeline
Kelly Financial Services LLC16,099$770K0.2%-3513F-HRTimeline
Keystone Wealth Services, LLC14,204$680K0.15%new13F-HRTimeline
Atria Investments, Inc14,188$679K0.01%-7,64413F-HRTimeline
Kingsview Wealth Management, LLC14,067$673K0.01%-53013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,877$657K<0.01%-2,26513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,712$656K<0.01%-65913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,323$637K0.01%+4,07013F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC12,965$620K0.35%+37113F-HRTimeline
Strategic Blueprint, LLC12,779$611K0.03%+27913F-HRTimeline
Meridian Wealth Management, LLC12,535$600K0.02%+1,74813F-HRTimeline
TSA Wealth Managment LLC12,228$585K0.2%+1,35413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC11,975$573K0.01%013F-HRTimeline
NorthRock Partners, LLC11,958$572K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC11,935$571K0.06%+2,30613F-HRTimeline
Breakwater Capital Group11,302$541K0.08%+38213F-HRTimeline
Capital Investment Advisors, LLC10,088$483K0.01%+1,59313F-HRTimeline
Integrated Wealth Concepts LLC9,827$470K<0.01%-4,42613F-HRTimeline
5T Wealth, LLC9,770$467K0.2%+54913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,695$464K0.03%+65013F-HRTimelineGroup
Icon Wealth Advisors, LLC9,661$462K0.03%+4,75013F-HRTimeline
Summit Wealth Partners, LLC9,603$459K0.08%-2,15713F-HRTimeline
ShoreHaven Wealth Partners, LLC9,442$452K0.17%new13F-HRTimeline
Embree Financial Group9,124$437K0.06%new13F-HRTimeline
&PARTNERS8,843$425K<0.01%+44113F-HRTimeline
Copperleaf Capital, LLC8,492$406K0.19%-2,06313F-HRTimeline
Turning Point Benefit Group, Inc.8,466$404K0.24%new13F-HRTimeline
Oxinas Partners, LLC8,378$401K0.21%-92513F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,348$399K0.01%-93313F-HRTimeline
JPL Wealth Management, LLC8,195$392K0.09%-6513F-HRTimeline
Madrona Financial Services, LLC7,678$367K0.08%-1613F-HRTimeline
TBH Global Asset Management, LLC7,652$366K0.07%new13F-HRTimeline
Atlatl Advisers LLC7,621$365K0.14%-20113F-HRTimeline
Prime Capital Investment Advisors, LLC7,554$361K<0.01%-22313F-HRTimeline
Independent Advisor Alliance7,355$352K0.01%+11213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,341$351K0.01%+3,00613F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC7,276$348K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC7,045$337K0.01%new13F-HRTimeline
Balanced Rock Investment Advisors LLC6,884$329K0.24%+49913F-HRTimeline
AE Wealth Management LLC6,744$323K<0.01%+45813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,578$315K<0.01%+1,71413F-HRTimelineGroup
Perigon Wealth Management, LLC6,574$315K0.01%+11513F-HRTimeline
Ballentine Partners, LLC6,299$301K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC6,278$300K0.01%-13213F-HRTimeline
CHOREO, LLC6,260$300K<0.01%+3513F-HRTimeline
Opus Capital Group, LLC6,000$287K0.03%-14113F-HRTimeline
REGATTA CAPITAL GROUP, LLC5,989$287K0.05%013F-HRTimeline
CFS Investment Advisory Services, LLC5,881$280K0.02%+64813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5,700$273K0.02%new13F-HRTimelineGroup
Advus Financial Partners, LLC5,508$264K0.1%-3,07113F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC5,454$261K0.04%-4213F-HRTimeline
Farther Finance Advisors, LLC5,448$261K<0.01%+14113F-HRTimeline
Simplicity Wealth,LLC5,442$260K0.02%-5,70813F-HRTimeline
Blue Trust, Inc.5,383$258K<0.01%-1,00713F-HRTimeline
Matthew Goff Investment Advisor, LLC5,321$255K0.04%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,172$247K0.07%+8113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,141$246K0.2%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,049$238K0.02%013F-HRTimeline
Two West Capital Advisors LLC4,922$235K0.14%+4313F-HRTimeline
JB Capital LLC4,859$232K0.01%+9013F-HRTimeline
Unique Wealth Strategies, LLC4,837$231K0.09%+26113F-HRTimeline
SigFig Wealth Management, LLC4,810$230K0.01%+20813F-HRTimeline
WealthShield Partners, LLC4,716$226K0.03%+11713F-HRTimeline
MATHER GROUP, LLC.4,579$219K<0.01%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,497$215K0.09%-3,57313F-HRTimeline
BOS Asset Management, LLC4,365$209K0.06%new13F-HRTimeline
COMERICA BANK4,319$207K<0.01%+36713F-HRTimeline
GTS SECURITIES LLC4,311$206K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,231$202K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC4,035$193K0.01%+7113F-HRTimeline
Midwest Capital Advisors, LLC3,916$187K0.09%+26113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,716$129K<0.01%-16613F-HRTimelineGroup
Aptus Capital Advisors, LLC2,666$128K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.2,593$124K0.07%-38513F-HRTimeline
Bay Harbor Wealth Management, LLC2,380$114K0.03%+2213F-HRTimeline
Steward Partners Investment Advisory, L…2,338$112K<0.01%+26413F-HRTimeline
MAI Capital Management2,193$105K<0.01%+2,17713F-HRTimeline
AMERIFLEX GROUP, INC.1,796$85.9K0.03%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,787$85.5K0.01%-53513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,610$77K<0.01%+17613F-HRTimelineGroup
Scarborough Advisors, LLC1,344$64.3K0.01%-7913F-HRTimeline
PRIVATE TRUST CO NA1,176$56.3K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,175$56.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,155$55.3K<0.01%013F-HRTimeline
TSFG, LLC1,147$55K0.01%-40913F-HRTimeline
Sound Income Strategies, LLC1,091$51.6K<0.01%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,009$48.3K0.04%-16013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…925$44.3K<0.01%-1,50513F-HRTimelineGroup
Advisory Services Network, LLC897$42.9K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO882$42.2K0.01%013F-HRTimeline
Wealth Watch Advisors, INC788$37.7K0.02%new13F-HRTimeline
Caitlin John, LLC684$32.7K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC591$28.3K<0.01%-19813F-HRTimelineGroup
Sunbelt Securities, Inc.581$27.8K<0.01%-1,29813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management550$26.3K<0.01%-38713F-HRTimelineGroup
CoreCap Advisors, LLC518$24.8K<0.01%+43013F-HRTimeline
Imprint Wealth LLC506$24.2K0.08%13F-HRTimeline
Geneos Wealth Management Inc.500$23.9K<0.01%-13513F-HRTimeline
Cape Investment Advisory, Inc.493$23.6K0.02%+14913F-HRTimeline