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Disclosery

SHYL DBX ETF TR

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ETF (fund)

40 managers (40 13F filers) reported a position in SHYL shares at 2025-03-31, 1,736,753 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
40
13F filers
40
New
6
Added
18
Reduced
12
Sold out
8
Shares held by filers
1,736,753

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/485,892$21.7M<0.01%+27,58413F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.156,900$7M0.51%+17,43213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC112,483$5.02M0.01%+88,54313F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…107,748$4.81M0.12%+24,78013F-HRTimelineGroup
Orion Porfolio Solutions, LLC106,632$4.76M0.05%-18213F-HRTimeline
Orion Portfolio Solutions, LLC106,632$4.76M0.05%-18213F-HR/ATimeline
ABLE Financial Group, LLC98,290$4.38M1.23%+6,83913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC84,296$3.76M<0.01%+62,55713F-HRTimelineGroup
LPL Financial LLC76,143$3.4M<0.01%-16,87613F-HRTimeline
Sanctuary Advisors, LLC63,361$2.83M0.02%+26,54413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,726$2.08M<0.01%-3,95513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,705$1.81M<0.01%+40,45513F-HR/ATimelineGroup
Atria Investments, Inc40,651$1.81M0.02%+13,54713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV31,672$1.41M0.45%+6,50013F-HRTimeline
Rialto Wealth Management, LLC24,624$1.1M0.34%-77813F-HRTimeline
Geneos Wealth Management Inc.21,521$960K0.01%+13,86913F-HRTimeline
Seros Financial, LLC18,119$808K0.6%+11,34713F-HRTimeline
PFG Advisors17,244$769K0.04%+1,45313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,216$545K<0.01%-1,10713F-HRTimelineGroup
USAdvisors Wealth Management, LLC12,005$535K0.19%+67913F-HRTimeline
Cambridge Investment Research Advisors,…9,757$435K<0.01%+1,25313F-HRTimeline
Perigon Wealth Management, LLC9,557$426K0.01%new13F-HRTimeline
Allworth Financial LP8,285$368K<0.01%-2,72713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,963$356K0.02%+12413F-HRTimelineGroup
Crumly & Associates Inc.7,474$333K0.09%-200,04513F-HRTimeline
Freedom Investment Management, Inc.5,670$253K0.02%-39313F-HRTimeline
Gladstone Institutional Advisory LLC4,999$223K0.01%-8,06713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,684$209K<0.01%+9313F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,612$206K0.04%13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,507$201K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,683$75.1K<0.01%-30,87913F-HRTimelineGroup
Copia Wealth Management1,392$62.1K0.06%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,090$48.6K<0.01%-88613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY441$19.7K<0.01%+44013F-HRTimelineGroup
Cape Investment Advisory, Inc.286$12.8K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC239$10.7K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG130$5.8K<0.01%new13F-HRTimelineGroup
Archer Investment Corp123$5.49K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.