BYLD Institutional Ownership
iShares Yield Optimized Bond ETF
1W: -1.2%
1M: -3.2%
3M: -4.8%
YTD: -4.9%
1Y: -5.2%
3Y: +13.3%
5Y: +2.7%
$21.47
-0.10 (-0.46%)
Weekly Expected Move ±0.9%
$21
$21
$21
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BYLD
91
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
299M
Total Invested
17
New Positions
32
Increased
28
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (95 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Horizon Wealth Management, LLC | 2,511,534 | $54M | +210,911 | +9.2% | 2Q | SEC ↗ |
| 2 | Members Trust Co | 2,222,630 | $48M | +2,132,457 | +2364.9% | 3Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,181,718 | $25M | +172,722 | +17.1% | 42Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 977,165 | $21M | +29,460 | +3.1% | 7Q | SEC ↗ |
| 5 | Mariner, LLC | 466,759 | $10M | +140,920 | +43.2% | 15Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 452,730 | $10M | +54,870 | +13.8% | 15Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 422,614 | $9M | +52,747 | +14.3% | 26Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 376,958 | $8M | +12,317 | +3.4% | 31Q | SEC ↗ |
| 9 | Focus Partners Wealth | 361,776 | $8M | -65,353 | -15.3% | 9Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 321,828 | $7M | +49,480 | +18.2% | 9Q | SEC ↗ |
| 11 | Altman Advisors, Inc. | 304,382 | $7M | +40,912 | +15.5% | 11Q | SEC ↗ |
| 12 | Trivium Point Advisory, LLC NEW | 284,959 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 13 | TRUIST FINANCIAL CORP | 261,482 | $6M | +20,641 | +8.6% | 12Q | SEC ↗ |
| 14 | Envestnet Portfolio Solutions, Inc. NEW | 202,825 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 15 | MTC Wealth Management LLC NEW | 199,896 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 183,954 | $4M | +81,465 | +79.5% | 11Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 138,140 | $3M | +50,199 | +57.1% | 12Q | SEC ↗ |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | 118,220 | $3M | -3,614 | -3.0% | 6Q | SEC ↗ |
| 19 | Allworth Financial LP | 109,141 | $2M | +46,621 | +74.6% | 17Q | SEC ↗ |
| 20 | PlanVest Financial, Inc | 85,082 | $2M | +3,216 | +3.9% | 2Q | SEC ↗ |
| 21 | Arkadios Wealth Advisors | 82,400 | $2M | +25,899 | +45.8% | 10Q | SEC ↗ |
| 22 | Mutual Advisors, LLC | 70,547 | $2M | +22,761 | +47.6% | 4Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,852 | $1M | +7,930 | +13.0% | 2Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC NEW | 60,022 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Savvy Advisors, Inc. | 59,858 | $1M | -16 | -0.0% | 11Q | SEC ↗ |
| 26 | LAFFER TENGLER INVESTMENTS, INC. | 59,845 | $1M | -4,951 | -7.6% | 3Q | SEC ↗ |
| 27 | Cerity Partners LLC NEW | 57,419 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 28 | PARTNERS WEALTH MANAGEMENT, LLC | 50,093 | $1M | -3,046 | -5.7% | 7Q | SEC ↗ |
| 29 | HENGEHOLD CAPITAL MANAGEMENT LLC | 46,941 | $1M | +2,886 | +6.6% | 2Q | SEC ↗ |
| 30 | Fifth Third Securities, Inc. NEW | 41,564 | $892K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 30,513 | $655K | +2,893 | +10.5% | 9Q | SEC ↗ |
| 32 | Advisory Solutions Group, LLC NEW | 29,870 | $641K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Asset Management Group, Inc. | 29,108 | $625K | +387 | +1.3% | 28Q | SEC ↗ |
| 34 | Modern Wealth Management, LLC | 27,515 | $591K | -88,660 | -76.3% | 2Q | SEC ↗ |
| 35 | AdvisorNet Financial, Inc | 27,365 | $588K | +35 | +0.1% | 13Q | SEC ↗ |
| 36 | Daviman Financial, LLC | 26,413 | $567K | +881 | +3.5% | 3Q | SEC ↗ |
| 37 | Valmark Advisers, Inc. | 24,465 | $525K | +584 | +2.4% | 5Q | SEC ↗ |
| 38 | PRIVATE TRUST CO NA | 24,435 | $525K | -95 | -0.4% | 2Q | SEC ↗ |
| 39 | Stratos Wealth Partners, LTD. | 21,959 | $471K | -419 | -1.9% | 8Q | SEC ↗ |
| 40 | Kestra Advisory Services, LLC | 21,623 | $464K | +31 | +0.1% | 3Q | SEC ↗ |
| 41 | Bay Colony Advisory Group, Inc d/b/a B | 21,164 | $454K | -4,593 | -17.8% | 10Q | SEC ↗ |
| 42 | SYM FINANCIAL Corp | 19,927 | $428K | -4 | -0.0% | 35Q | SEC ↗ |
| 43 | Redwood Financial Network Corp | 18,451 | $396K | — | +0.0% | 7Q | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 17,653 | $379K | — | +0.0% | 4Q | SEC ↗ |
| 45 | GREAT VALLEY ADVISOR GROUP, INC. | 17,116 | $367K | — | +0.0% | 11Q | SEC ↗ |
| 46 | Argyle Capital Partners, LLC NEW | 16,450 | $353K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Signal Advisors Wealth, LLC NEW | 15,369 | $330K | — | +0.0% | 1Q | SEC ↗ |
| 48 | NICOLET BANKSHARES INC NEW | 15,289 | $328K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Dynamic Advisor Solutions LLC | 12,960 | $278K | -9,411 | -42.1% | 14Q | SEC ↗ |
| 50 | Asset Allocation Strategies LLC | 11,707 | $251K | -11,359 | -49.2% | 8Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Trivium Point Advisory, LLC | 284,959 | $6M |
| Envestnet Portfolio Solutions, Inc. | 202,825 | $4M |
| MTC Wealth Management LLC | 199,896 | $4M |
| CITADEL ADVISORS LLC | 60,022 | $1M |
| Cerity Partners LLC | 57,419 | $1M |
| Fifth Third Securities, Inc. | 41,564 | $892K |
| Advisory Solutions Group, LLC | 29,870 | $641K |
| Argyle Capital Partners, LLC | 16,450 | $353K |
| Signal Advisors Wealth, LLC | 15,369 | $330K |
| NICOLET BANKSHARES INC | 15,289 | $328K |
| Arlington Financial Advisors, LLC | 11,545 | $248K |
| Pacific Excel Wealth Advisors, Inc. | 9,314 | $200K |
| Arax Advisory Partners | 6,634 | $142K |
| Integrated Wealth Concepts LLC | 4,199 | $90K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,426 | $31K |
| Steward Partners Investment Advisor | 145 | $3K |
| MERCER GLOBAL ADVISORS INC /ADV | 1 | $0K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 36,996 | $794K |
| LWM Advisory Services, LLC | 28,268 | $607K |
| VestGen Advisors, LLC | 25,938 | $557K |
| Private Advisor Group, LLC | 22,420 | $481K |
| World Investment Advisors | 11,144 | $239K |
| Keel Point, LLC | 9,644 | $207K |
| Gateway Wealth Partners, LLC | 9,004 | $193K |
| Mendota Financial Group, LLC | 2,130 | $46K |
| Advisory Services Network, LLC | 1,619 | $35K |
| HORIZON BANCORP INC /IN | 332 | $7K |
| Crews Bank & Trust | 213 | $5K |
| UBS Group AG | 137 | $3K |
| SJS Investment Consulting Inc. | 120 | $3K |
| Strategic Wealth Partners, Ltd. | 20 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Members Trust Co | +2,132,457 | +2364.9% | 2,222,630 |
| Horizon Wealth Management, LLC | +210,911 | +9.2% | 2,511,534 |
| LPL Financial LLC | +172,722 | +17.1% | 1,181,718 |
| Mariner, LLC | +140,920 | +43.2% | 466,759 |
| COMMONWEALTH EQUITY SERVICES, LLC | +81,465 | +79.5% | 183,954 |
| BANK OF AMERICA CORP /DE | +54,870 | +13.8% | 452,730 |
| OSAIC HOLDINGS, INC. | +52,747 | +14.3% | 422,614 |
| JPMORGAN CHASE & CO | +50,199 | +57.1% | 138,140 |
| Cetera Investment Advisers | +49,480 | +18.2% | 321,828 |
| Allworth Financial LP | +46,621 | +74.6% | 109,141 |
| Altman Advisors, Inc. | +40,912 | +15.5% | 304,382 |
| RAYMOND JAMES FINANCIAL INC | +29,460 | +3.1% | 977,165 |
| Arkadios Wealth Advisors | +25,899 | +45.8% | 82,400 |
| Mutual Advisors, LLC | +22,761 | +47.6% | 70,547 |
| TRUIST FINANCIAL CORP | +20,641 | +8.6% | 261,482 |
| ENVESTNET ASSET MANAGEMENT INC | +12,317 | +3.4% | 376,958 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +7,930 | +13.0% | 68,852 |
| Farther Finance Advisors, LLC | +4,091 | +187.9% | 6,268 |
| PlanVest Financial, Inc | +3,216 | +3.9% | 85,082 |
| Cambridge Investment Research Advis | +2,893 | +10.5% | 30,513 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Modern Wealth Management, LLC | -88,660 | -76.3% | 27,515 |
| Focus Partners Wealth | -65,353 | -15.3% | 361,776 |
| Heritage Family Offices, LLP | -18,742 | -66.8% | 9,314 |
| Asset Allocation Strategies LLC | -11,359 | -49.2% | 11,707 |
| Dynamic Advisor Solutions LLC | -9,411 | -42.1% | 12,960 |
| LAFFER TENGLER INVESTMENTS, INC. | -4,951 | -7.6% | 59,845 |
| Bay Colony Advisory Group, Inc d/b/ | -4,593 | -17.8% | 21,164 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -3,614 | -3.0% | 118,220 |
| PARTNERS WEALTH MANAGEMENT, LLC | -3,046 | -5.7% | 50,093 |
| US BANCORP \DE | -1,671 | -77.4% | 488 |
| MORGAN STANLEY | -1,303 | -75.5% | 422 |
| ROYAL BANK OF CANADA | -822 | -10.8% | 6,808 |
| Stratos Wealth Partners, LTD. | -419 | -1.9% | 21,959 |
| JONES FINANCIAL COMPANIES LLLP | -120 | -18.9% | 515 |
| Align Financial, LLC | -111 | -9.8% | 1,016 |
| PRIVATE TRUST CO NA | -95 | -0.4% | 24,435 |
| Savvy Advisors, Inc. | -16 | -0.0% | 59,858 |
| SYM FINANCIAL Corp | -4 | -0.0% | 19,927 |