Who Owns ISHARES TR (BYLD)? -- Institutional Holders (2026-06-30)
90 institutions reported holding $299.0M of ISHARES TR (BYLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Horizon Wealth Management, LLC ($56.9M), Members Trust Co ($50.3M), LPL Financial LLC ($26.8M), HUNTINGTON NATIONAL BANK ($26.7M), RAYMOND JAMES FINANCIAL INC ($22.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Horizon Wealth Management, LLC | $56.9M | 2.5M | Added |
| 2 | Members Trust Co | $50.3M | 2.2M | Added |
| 3 | LPL Financial LLC | $26.8M | 1.2M | Added |
| 4 | HUNTINGTON NATIONAL BANK | $26.7M | 0 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $22.1M | 977,165 | Added |
| 6 | Mariner, LLC | $10.6M | 466,759 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $10.3M | 452,730 | Added |
| 8 | OSAIC HOLDINGS, INC. | $9.6M | 422,614 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 376,958 | Added |
| 10 | Focus Partners Wealth | $8.2M | 361,776 | Trimmed |
| 11 | Cetera Investment Advisers | $7.3M | 321,828 | Added |
| 12 | Trivium Point Advisory, LLC | $6.5M | 284,959 | New |
| 13 | TRUIST FINANCIAL CORP | $5.9M | 261,482 | Added |
| 14 | Envestnet Portfolio Solutions, Inc. | $4.6M | 202,825 | New |
| 15 | MTC Wealth Management LLC | $4.5M | 199,896 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 183,954 | Added |
| 17 | JPMORGAN CHASE & CO | $3.1M | 138,140 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 118,220 | Trimmed |
| 19 | Allworth Financial LP | $2.5M | 109,141 | Added |
| 20 | PlanVest Financial, Inc | $1.9M | 85,082 | Added |
| 21 | Arkadios Wealth Advisors | $1.9M | 82,400 | Added |
| 22 | Mutual Advisors, LLC | $1.6M | 70,547 | Added |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 68,852 | Added |
| 24 | CITADEL ADVISORS LLC | $1.4M | 60,022 | New |
| 25 | Savvy Advisors, Inc. | $1.4M | 59,858 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30