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Disclosery

IYLD ISHARES TR

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MRNGSTR INC ETF (fund)

53 managers (53 13F filers) reported a position in IYLD shares at 2025-12-31, 1,609,847 shares in all. 12 filers opened a position and 12 filers sold out during the quarter.

Managers
53
13F filers
53
New
12
Added
19
Reduced
7
Sold out
12
Shares held by filers
1,609,847

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY325,871$6.98M<0.01%+19,20813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,701$5.09M<0.01%+8,02313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA191,511$4.1M<0.01%+135,14813F-HRTimelineGroup
LPL Financial LLC95,229$2.04M<0.01%+5,65713F-HRTimeline
Perigon Wealth Management, LLC76,856$1.65M0.03%+7,85413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,742$1.22M0.01%-2,40313F-HRTimelineGroup
Kovack Advisors, Inc.54,909$1.18M0.06%+12,90313F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,771$1.09M<0.01%+25,06413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,182$1.01M<0.01%+32,27413F-HRTimelineGroup
WIN ADVISORS, INC42,535$911K0.39%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,126$881K<0.01%+24413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,848$554K<0.01%+1,24413F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,660$528K<0.01%+2,02013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,193$497K<0.01%-2,27013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,537$483K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC22,268$477K<0.01%+313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,925$448K<0.01%-2,84613F-HRTimelineGroup
Tempus Wealth Planning, LLC20,000$428K0.1%new13F-HRTimeline
World Investment Advisors18,209$390K0.01%new13F-HR/ATimeline
First Heartland Consultants, Inc.16,405$351K0.03%013F-HRTimeline
Cetera Investment Advisers15,816$339K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC15,469$331K<0.01%+15113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,002$300K<0.01%+21513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,186$282K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC12,982$278K0.01%+69013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,946$258K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,029$258K<0.01%+1,90313F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE12,000$257K0.02%new13F-HRTimeline
Worth Financial Advisory Group, LLC11,654$250K0.12%new13F-HRTimeline
HANCOCK WHITNEY CORP11,582$248K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG9,531$204K<0.01%+71713F-HRTimelineGroup
LVW Advisors, LLC9,428$202K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,729$144K<0.01%-23513F-HRTimelineGroup
Global Retirement Partners, LLC6,232$133K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,046$130K<0.01%+6513F-HRTimeline
IFP Advisors, Inc4,106$88K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,016$86K<0.01%-1613F-HRTimeline
Grove Bank & Trust3,942$84.4K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,150$67.5K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC2,916$62.5K<0.01%013F-HRTimeline
Triumph Capital Management2,223$47.6K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,047$43.8K<0.01%-68913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,336$28.5K<0.01%013F-HRTimelineGroup
CX Institutional944$20K<0.01%-713F-HRTimeline
COMERICA BANK518$11.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…406$8.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.375$8.03K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC250$5.36K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.205$4.39K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.188$4.03K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC83$1.78K<0.01%+213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC23$493<0.01%013F-HRTimeline
Kingdom Financial Group LLC.9$194<0.01%new13F-HRTimeline