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Disclosery

IYLD ISHARES TR

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MRNGSTR INC ETF (fund)

54 managers (54 13F filers) reported a position in IYLD shares at 2025-09-30, 1,484,265 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
54
13F filers
54
New
10
Added
13
Reduced
21
Sold out
4
Shares held by filers
1,484,265

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
MORGAN STANLEYin group MORGAN STANLEY306,663$6.53M<0.01%+1,19413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/229,678$4.89M<0.01%+26,52813F-HR/ATimelineGroup
Elevation Capital Advisory, LLC222,062$4.73M1.89%new13F-HRTimeline
LPL Financial LLC89,572$1.91M<0.01%+18413F-HRTimeline
Perigon Wealth Management, LLC69,002$1.47M0.03%+9,74313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC59,145$1.26M0.01%-126,50413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,363$1.2M<0.01%-21,90913F-HRTimelineGroup
Kovack Advisors, Inc.42,006$894K0.08%-9,90613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,882$870K<0.01%+3,81713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,707$547K<0.01%+3,56613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,463$542K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,604$524K<0.01%-24513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,771$506K<0.01%-3,38913F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,640$482K<0.01%-3,13213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,537$480K<0.01%-23413F-HR/ATimelineGroup
HighTower Advisors, LLC22,265$474K<0.01%-14713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,614$354K<0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.16,405$349K0.03%-4,68513F-HRTimeline
MML INVESTORS SERVICES, LLC15,318$326K<0.01%+11913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,908$317K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,787$292K<0.01%-6,00013F-HRTimelineGroup
IHT Wealth Management, LLC12,292$262K0.01%013F-HRTimeline
HANCOCK WHITNEY CORP11,582$246K<0.01%-1813F-HRTimeline
D.A. DAVIDSON & CO.11,340$241K<0.01%-4,96113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,126$215K<0.01%-1713F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,783$208K0.01%-41313F-HRTimelineGroup
Janney Montgomery Scott LLC9,566$204K<0.01%new13F-HRTimeline
LVW Advisors, LLC9,428$201K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG8,814$188K<0.01%+2,64913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,964$148K<0.01%+95413F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,981$127K<0.01%+7613F-HRTimeline
IFP Advisors, Inc4,106$87.4K<0.01%+3,70513F-HR/ATimeline
Farther Finance Advisors, LLC4,032$85.8K<0.01%-3513F-HRTimeline
Grove Bank & Trust3,942$83.9K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC2,916$62.1K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,736$58.2K<0.01%-1,99313F-HRTimeline
NewEdge Advisors, LLC2,353$50.1K<0.01%-45013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,699$36.1K<0.01%+32113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,336$28.4K<0.01%013F-HRTimelineGroup
CX Institutional951$20K<0.01%-2213F-HRTimeline
CoreCap Advisors, LLC821$17.5K<0.01%013F-HRTimeline
Advisory Services Network, LLC750$16K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC554$11.8K<0.01%013F-HRTimeline
COMERICA BANK518$11K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…406$8.64K<0.01%-36313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.375$7.98K<0.01%013F-HRTimeline
Anchor Investment Management, LLC371$7.91K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC250$5.32K<0.01%-15013F-HRTimeline
Sunbelt Securities, Inc.205$4.36K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…200$4.26K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.188$4K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC184$3.92K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC81$1.72K<0.01%+113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC23$489<0.01%-10013F-HRTimeline