ISHARES YIELD OPTIMIZED BOND BYLD
$22.56
+0.1% 52w: $21.16 – $22.60
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.1621.8822.60
Jun 20, 2025 Jul 2, 2026
Institutional holders
74
+8 QoQ
13F value
$185.5M
+46.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BYLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Horizon Wealth Management, LLC | Wealth advisor | 2.3M | $51.8M | 7.6% | New |
| LPL Financial LLC | Bank broker | 1.0M | $22.7M | 0.0% | +6.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 947.7K | $21.4M | 0.0% | +11.6% |
| Focus Partners Wealth | Wealth advisor | 427.1K | $9.6M | 0.0% | -19.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 397.9K | $9.0M | 0.0% | +4.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 369.9K | $8.3M | 0.0% | -2.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 364.6K | $8.2M | 0.0% | +57.7% |
| Mariner, LLC | Diversified mechanical | 325.8K | $7.3M | 0.0% | +8.9% |
| Cetera Investment Advisers | Wealth advisor | 272.3K | $6.1M | 0.0% | +37.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 240.8K | $5.4M | 0.0% | +14.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 121.8K | $2.7M | 0.0% | +8.8% |
| Modern Wealth Management, LLC | Wealth advisor | 116.2K | $2.6M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 102.5K | $2.3M | 0.0% | +325.5% |
| Members Trust Co | Wealth advisor | 90.2K | $2.0M | 0.1% | +325.9% |
| JPMORGAN CHASE & CO | Bank broker | 87.9K | $2.0M | 0.0% | +17.8% |
| PlanVest Financial, Inc | Wealth advisor | 81.9K | $1.8M | 1.4% | — |
| LAFFER TENGLER INVESTMENTS, INC. | Other | 64.8K | $1.5M | 0.2% | +65.8% |
| Allworth Financial LP | Wealth advisor | 62.5K | $1.4M | 0.0% | +2.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 60.9K | $1.4M | 0.0% | New |
| Savvy Advisors, Inc. | Wealth advisor | 59.9K | $1.3M | 0.0% | +0.6% |
| Arkadios Wealth Advisors | Wealth advisor | 56.5K | $1.3M | 0.0% | +1.9% |
| PARTNERS WEALTH MANAGEMENT, LLC | Wealth advisor | 53.1K | $1.2M | 1.2% | -6.6% |
| Mutual Advisors, LLC | Wealth advisor | 47.8K | $1.1M | 0.0% | +44.3% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 44.1K | $993K | 0.1% | New |
| Asset Management Group, Inc. | Wealth advisor | 28.7K | $647K | 0.1% | -6.5% |
| LWM Advisory Services, LLC | Wealth advisor | 28.3K | $637K | 0.7% | -78.8% |
| Heritage Family Offices, LLP | Wealth advisor | 28.1K | $632K | 0.3% | +0.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 27.6K | $622K | 0.0% | +2.2% |
| AdvisorNet Financial, Inc | Wealth advisor | 27.3K | $616K | 0.0% | +0.1% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 25.8K | $580K | 0.1% | -8.4% |
| Daviman Financial, LLC | Wealth advisor | 25.5K | $575K | 0.3% | -13.8% |
| Altman Advisors, Inc. | Other | 263.5K | $555K | 0.2% | +1.0% |
| PRIVATE TRUST CO NA | Diversified mechanical | 24.5K | $553K | 0.0% | New |
| Valmark Advisers, Inc. | Wealth advisor | 23.9K | $538K | 0.0% | +7.6% |
| Asset Allocation Strategies LLC | Wealth advisor | 23.1K | $520K | 0.1% | +0.6% |
| Private Advisor Group, LLC | Wealth advisor | 22.4K | $505K | 0.0% | Held |
| Stratos Wealth Partners, LTD. | Wealth advisor | 22.4K | $504K | 0.0% | -8.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 22.4K | $504K | 0.0% | -25.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 21.6K | $486K | 0.0% | +278.3% |
| SYM FINANCIAL Corp | Wealth advisor | 19.9K | $449K | 0.0% | +3.1% |
| Redwood Financial Network Corp | Wealth advisor | 18.5K | $416K | 0.3% | -3.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 17.7K | $398K | 0.0% | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 17.1K | $386K | 0.0% | -18.7% |
| World Investment Advisors | Wealth advisor | 11.1K | $251K | 0.0% | +1.1% |
| Keel Point, LLC | Wealth advisor | 9.6K | $217K | 0.0% | New |
| KLCM Advisors, Inc. ★2 | Fundamental diversified | 9.2K | $208K | 0.0% | -8.3% |
| DAVENPORT & Co LLC | Diversified mechanical | 9.1K | $205K | 0.0% | +1.7% |
| Gateway Wealth Partners, LLC | Wealth advisor | 9.0K | $203K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 7.6K | $172K | 0.0% | -0.9% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 2.4K | $54K | 0.0% | -4.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.