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Disclosery

SHYL DBX ETF TR

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ETF (fund)

43 managers (43 13F filers) reported a position in SHYL shares at 2024-12-31, 1,720,441 shares in all. 9 filers opened a position and 0 filers sold out during the quarter.

Managers
43
13F filers
43
New
9
Added
15
Reduced
12
Sold out
0
Shares held by filers
1,720,441

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/458,308$20.5M<0.01%+61,45513F-HRTimelineGroup
Crumly & Associates Inc.207,519$9.29M2.53%+9,56413F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.139,468$6.24M0.43%+11,09113F-HRTimelineGroup
Orion Porfolio Solutions, LLC106,814$4.78M0.05%+5,19913F-HRTimeline
Orion Portfolio Solutions, LLC106,814$4.78M0.05%+5,19913F-HRTimeline
LPL Financial LLC93,019$4.16M<0.01%+45,96713F-HRTimeline
ABLE Financial Group, LLC91,451$4.09M1.21%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…82,968$3.71M0.1%+28,77713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,681$2.27M<0.01%+4,64813F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…43,654$1.95M0.17%+17,55013F-HRTimelineGroup
Sanctuary Advisors, LLC36,817$1.67M0.01%+2,14713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,562$1.46M<0.01%+32,37413F-HR/ATimelineGroup
Atria Investments, Inc27,104$1.21M0.02%-60813F-HRTimeline
Rialto Wealth Management, LLC25,402$1.14M0.38%13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV25,172$1.13M0.41%+1,57513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,940$1.07M<0.01%-6,55613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,739$973K<0.01%-2,14713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,395$825K0.07%new13F-HRTimeline
PFG Advisors15,791$707K0.04%-5,77513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,323$596K<0.01%-45513F-HRTimelineGroup
Gladstone Institutional Advisory LLC13,066$585K0.03%+13713F-HRTimeline
USAdvisors Wealth Management, LLC11,326$506K0.16%+1,65913F-HRTimeline
Allworth Financial LP11,012$498K<0.01%-1,98813F-HRTimeline
Cambridge Investment Research Advisors,…8,504$381K<0.01%-28213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,839$350K0.02%-413F-HRTimelineGroup
Geneos Wealth Management Inc.7,652$342K0.01%-1,28513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,254$325K0.05%new13F-HRTimeline
Seros Financial, LLC6,772$299K0.27%13F-HRTimeline
Freedom Investment Management, Inc.6,063$271K0.02%new13F-HRTimeline
Aaron Wealth Advisors LLC4,649$208K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,612$206K0.05%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,591$205K<0.01%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,976$88.4K<0.01%-7213F-HRTimelineGroup
Avior Wealth Management, LLC1,919$85.9K<0.01%+1113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$44.8K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC724$32.4K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA250$11K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC143$6.4K<0.01%new13F-HRTimeline
Archer Investment Corp123$5.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC23$1K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$82<0.01%-113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$36<0.01%-56013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.