BYLD

Ishares Yield Optimized BondETF
UnclassifiedUSCUSIP 46434V787◍ Confluence graph
Tracked 13F Holders
80
-22 QoQ
13F Value (tracked)
$281.3M
13F Moves · latest Q
15 added
9 trimmed
Recent Filings
0

Who owns BYLD?

80 tracked 13F filers

80 tracked 13F filers disclose a position in BYLD as of the latest SEC 13F filings, a combined $281.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Horizon Wealth Management, LLC
$56.9M
2.5M
+9.2%
Added · +211K sh
Q2 2026
2Members Trust Co
$50.3M
2.2M
25×
Added · +2.1M sh
Q2 2026
3HUNTINGTON NATIONAL BANK
$26.7M
1.2M
+7.8%
Added · +85K sh
Q2 2026
4LPL Financial LLC
$22.7M
1.0M
+6.9%
Added · +65K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$21.4M
948K
+12%
Added · +99K sh
Q1 2026
6Focus Partners Wealth
$9.6M
427K
−20%
Reduced · −104K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$9.0M
398K
+4.4%
Added · +17K sh
Q1 2026
8OSAIC HOLDINGS, INC.
$8.3M
370K
−1.9%
Reduced · −7K sh
Q1 2026
9ENVESTNET ASSET MANAGEMENT INC
$8.2M
365K
+58%
Added · +133K sh
Q1 2026
10Mariner, LLC
$7.3M
326K
+8.9%
Added · +27K sh
Q1 2026
11Trivium Point Advisory, LLC
$6.5M
285K
New
+285K sh
Q2 2026
12Cetera Investment Advisers
$6.1M
272K
+38%
Added · +74K sh
Q1 2026
13TRUIST FINANCIAL CORP
$5.4M
241K
+15%
Added · +31K sh
Q1 2026
14Envestnet Portfolio Solutions, Inc.
$4.6M
203K
New
+203K sh
Q2 2026
15MTC Wealth Management LLC
$4.5M
200K
New
+200K sh
Q2 2026
16KESTRA PRIVATE WEALTH SERVICES, LLC
$2.7M
118K
−3.0%
Reduced · −4K sh
Q2 2026
17Modern Wealth Management, LLC
$2.6M
116K
New
+116K sh
Q1 2026
18COMMONWEALTH EQUITY SERVICES, LLC
$2.3M
102K
+325%
Added · +78K sh
Q1 2026
19JPMORGAN CHASE & CO
$2.0M
88K
+18%
Added · +13K sh
Q1 2026
20PlanVest Financial, Inc
$1.9M
85K
+3.9%
Added · +3K sh
Q2 2026
21Arkadios Wealth Advisors
$1.9M
82K
+46%
Added · +26K sh
Q2 2026
22Allworth Financial LP
$1.4M
63K
+2.1%
Added · +1K sh
Q1 2026
23SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.4M
61K
New
+61K sh
Q1 2026
24Savvy Advisors, Inc.
$1.3M
60K
+0.6%
Added · +334 sh
Q1 2026
25LAFFER TENGLER INVESTMENTS, INC.
$1.4M
60K
−7.6%
Reduced · −5K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BYLD being bought or sold by institutions?

Last quarter, 6 funds opened a new position in BYLD and 9 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
9
funds
Reduced
9
funds
Exited
0
funds

Funds that own BYLD also own

CompanyCo-held byCombined value
VANGUARD GROWTH ETFVUG35 funds$723.0M
APPLE INCAAPL34 funds$2.4B
NVIDIA CORPNVDA34 funds$2.1B
SS SPDR S&P 500 ETF TRUST-USSPY34 funds$1.6B
MICROSOFT CORPMSFT34 funds$1.4B
INVESCO QQQ TRUST SERIES 1QQQ34 funds$1.1B
AMAZON.COM INCAMZN34 funds$1.0B
ALPHABET INC-CL AGOOGL34 funds$797.6M
JPMORGAN CHASE & COJPM34 funds$533.1M
ISHARES CORE S&P 500 ETFIVV33 funds$2.1B
ALPHABET INC-CL CGOOG33 funds$639.9M
BROADCOM INCAVGO33 funds$552.9M

Ranked by how many of BYLD's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

47 funds+4 since Q3 2024
03569Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $169.3M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BYLD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BYLD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BYLD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BYLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.