Ticker: BYLD CUSIP: 46434V787 Class: YLD OPTIM BD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Heritage Family Offices, LLP | 27,803 | $633 |
| Laffer Tengler Investments, Inc. | 39,082 | $890 |
| KLCM Advisors, Inc. | 10,070 | $229 |
| Members Trust Co | 21,173 | $482 |
| World Investment Advisors | 11,027 | $251 |
| JANE STREET GROUP, LLC | 36,996 | $843 |
| NBC SECURITIES, INC. | 2,221 | $51 |
| DAVENPORT & Co LLC | 8,930 | $203 |
| Kestra Advisory Services, LLC | 5,708 | $130 |
| US BANCORP \DE\ | 1,533 | $35 |
| SRS Capital Advisors, Inc. | 1,084 | $25 |
| SJS Investment Consulting Inc. | 120 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LWM Advisory Services, LLC | 128,284 | 133,587 | +5,303 (+4.1%) |
| HUNTINGTON NATIONAL BANK | 994,774 | 1,053,714 | +58,940 (+5.9%) |
| Cetera Investment Advisers | 70,203 | 198,063 | +127,860 (+182.1%) |
| Mutual Advisors, LLC | 18,552 | 33,122 | +14,570 (+78.5%) |
| RAYMOND JAMES FINANCIAL INC | 612,632 | 848,981 | +236,349 (+38.6%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 97,753 | 112,030 | +14,277 (+14.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 100,873 | 231,199 | +130,326 (+129.2%) |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,969 | 28,125 | +2,156 (+8.3%) |
| LPL Financial LLC | 848,057 | 943,594 | +95,537 (+11.3%) |
| Mariner, LLC | 256,197 | 299,244 | +43,047 (+16.8%) |
| Savvy Advisors, Inc. | 56,002 | 59,540 | +3,538 (+6.3%) |
| BANK OF AMERICA CORP /DE/ | 331,408 | 381,200 | +49,792 (+15.0%) |
| OSAIC HOLDINGS, INC. | 362,794 | 377,251 | +14,457 (+4.0%) |
| Asset Allocation Strategies LLC | 22,177 | 22,934 | +757 (+3.4%) |
| Valmark Advisers, Inc. | 16,609 | 22,201 | +5,592 (+33.7%) |
| TRUIST FINANCIAL CORP | 197,193 | 210,160 | +12,967 (+6.6%) |
| Focus Partners Wealth | 525,381 | 531,124 | +5,743 (+1.1%) |
| Private Advisor Group, LLC | 21,460 | 22,420 | +960 (+4.5%) |
| Stratos Wealth Partners, LTD. | 23,924 | 24,347 | +423 (+1.8%) |
| Dynamic Advisor Solutions LLC | 29,790 | 30,113 | +323 (+1.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PARTNERS WEALTH MANAGEMENT, LLC | 57,874 | 56,902 | -972 (-1.7%) |
| VestGen Advisors, LLC | 86,034 | 25,938 | -60,096 (-69.9%) |
| Paradigm Financial Partners, LLC | 345,631 | 340,500 | -5,131 (-1.5%) |
| Asset Management Group, Inc. | 31,887 | 30,702 | -1,185 (-3.7%) |
| CITADEL ADVISORS LLC | 21,990 | 9,728 | -12,262 (-55.8%) |
| Mendota Financial Group, LLC | 2,349 | 2,130 | -219 (-9.3%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 22,601 | 21,048 | -1,553 (-6.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 28,422 | 24,089 | -4,333 (-15.2%) |
| JPMORGAN CHASE & CO | 75,590 | 74,660 | -930 (-1.2%) |
| Davis Capital Management | 277 | 130 | -147 (-53.1%) |
| MORGAN STANLEY | 2,158 | 1,724 | -434 (-20.1%) |
| Farther Finance Advisors, LLC | 3,252 | 3,042 | -210 (-6.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SILVERLAKE WEALTH MANAGEMENT LLC | 12,116 | $278 |
| TITLEIST ASSET MANAGEMENT, LLC | 13,140 | $301 |
| Ameritas Advisory Services, LLC | 8,178 | $187 |
| PRINCIPAL SECURITIES, INC. | 6,982 | $160 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,884 | $731 |
| Advisory Services Network, LLC | 1,626 | $37 |
| Global Retirement Partners, LLC | 89 | $2 |