Mega
CITADEL ADVISORS LLC
BYLD
1
$1,359,498
100.00%
60,022
—
+12,408
+26.1%
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Large
HUNTINGTON NATIONAL BANK
Bank
BYLD
$20,666,363
1520.15%
921,577
—
Sold Out
Principal
2025-05-14
Mega
LPL Financial LLC
BYLD
$18,008,463
1324.64%
803,053
—
Sold Out
Shares
2025-05-07
Mega
RAYMOND JAMES FINANCIAL INC
BYLD
2
$16,019,006
1178.30%
714,337
—
Sold Out
Shares
2025-05-13
This filing is a combination report: the position is filed across the managers below.
Large
Focus Partners Wealth
BYLD
$11,424,932
840.38%
509,473
—
Sold Out
Shares
2025-05-20
Mega
BANK OF AMERICA CORP /DE/
Bank
BYLD
3
$6,944,192
510.79%
309,663
—
Sold Out
Shares
2025-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
BANK OF AMERICA NA
60
$1,345
0.0%
Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.
144,873
$3,248,777
46.8%
Defined
MANAGED ACCOUNT ADVISORS LLC
164,730
$3,694,070
53.2%
Defined
Small
Trivium Point Advisory, LLC
BYLD
$5,987,430
440.41%
266,998
—
Sold Out
Shares
2025-05-13
Mid
Sigma Planning Corp
BYLD
$4,914,483
361.49%
219,152
—
Sold Out
Shares
2025-05-02
Large
Mariner, LLC
BYLD
$4,667,651
343.34%
208,145
—
Sold Out
Shares
2025-05-15
Large
OSAIC HOLDINGS, INC.
BYLD
2
$3,086,374
227.02%
137,631
—
Sold Out
Shares
2025-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
129,842
$2,911,706
94.3%
Defined
Osaic Advisory Services, LLC
7,789
$174,668
5.7%
Defined
Micro
LWM Advisory Services, LLC
BYLD
$3,068,704
225.72%
136,843
—
Sold Out
Shares
2025-05-13
Large
TRUIST FINANCIAL CORP
BYLD
1
$3,026,590
222.63%
134,965
—
Sold Out
Shares
2025-04-29
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Truist Advisory Services, Inc.
134,965
$3,026,590
100.0%
Defined
Mid
VestGen Advisors, LLC
BYLD
$1,858,023
136.67%
82,855
—
Sold Out
Shares
2025-05-14
Mega
ENVESTNET ASSET MANAGEMENT INC
BYLD
$1,414,681
104.06%
63,085
—
Sold Out
Shares
2025-04-29
Mega
JPMORGAN CHASE & CO
BYLD
1
$1,401,338
103.08%
62,490
—
Sold Out
Shares
2025-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
55I, LLC
62,490
$1,401,338
100.0%
Other
Mid
Allworth Financial LP
BYLD
$1,349,581
99.27%
60,182
—
Sold Out
Shares
2025-04-30
Mid
Savvy Advisors, Inc.
BYLD
$1,258,692
92.59%
56,129
—
Sold Out
Shares
2025-05-12
Mid
AVANTAX ADVISORY SERVICES, INC.
BYLD
$1,186,865
87.30%
52,926
—
Sold Out
Shares
2025-05-06
Mid
Arkadios Wealth Advisors
BYLD
$1,083,732
79.72%
48,327
—
Sold Out
Shares
2025-05-08
Large
COMMONWEALTH EQUITY SERVICES, LLC
BYLD
$885,182
65.11%
39,473
—
Sold Out
Shares
2025-05-09
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
BYLD
2
$732,803
53.90%
32,678
—
Sold Out
Shares
2025-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
SUSQUEHANNA SECURITIES, LLC
19,061
$427,442
58.3%
Other
G1 EXECUTION SERVICES, LLC
13,617
$305,361
41.7%
Other
Mid
GREAT VALLEY ADVISOR GROUP, INC.
BYLD
$709,234
52.17%
31,627
—
Sold Out
Shares
2025-05-08
Small
Asset Management Group, Inc.
BYLD
$696,318
51.22%
31,051
—
Sold Out
Shares
2025-05-14
Mid
KESTRA PRIVATE WEALTH SERVICES, LLC
BYLD
$602,313
44.30%
26,859
—
Sold Out
Shares
2025-05-05
Mid
Stratos Wealth Partners, LTD.
BYLD
$555,601
40.87%
24,776
—
Sold Out
Shares
2025-04-30
Small
Altman Advisors, Inc.
BYLD
$526,927
38.76%
256,591
—
Sold Out
Shares
2025-05-02
Small
SYM FINANCIAL Corp
BYLD
$487,878
35.89%
21,756
—
Sold Out
Shares
2025-05-06
Micro
Asset Allocation Strategies LLC
BYLD
$468,323
34.45%
20,884
—
Sold Out
Shares
2025-05-15
Mid
Private Advisor Group, LLC
BYLD
$442,377
32.54%
19,727
—
Sold Out
Shares
2025-05-05
Micro
Redwood Financial Network Corp
BYLD
$429,976
31.63%
19,174
—
Sold Out
Shares
2025-05-15
Small
TITLEIST ASSET MANAGEMENT, LLC
BYLD
$287,600
21.15%
12,825
—
Sold Out
Shares
2025-05-15
Mega
ROYAL BANK OF CANADA
Bank
BYLD
2
$276,163
20.31%
12,315
—
Sold Out
Shares
2025-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
RBC Capital Markets, LLC
6,159
$138,115
50.0%
Defined
RBC Dominion Securities Inc.
6,156
$138,048
50.0%
Defined
Large
&PARTNERS
BYLD
$243,692
17.93%
10,867
—
Sold Out
Shares
2025-05-15
Large
Cetera Investment Advisers
BYLD
$228,667
16.82%
10,197
—
Sold Out
Shares
2025-05-06
Mid
Compound Planning, Inc.
BYLD
$215,190
15.83%
9,596
—
Sold Out
Shares
2025-05-14
Micro
Vantage Financial Partners, LLC
BYLD
$214,024
15.74%
9,544
—
Sold Out
Shares
2025-05-07
Mid
PRINCIPAL SECURITIES, INC.
Broker-Dealer
BYLD
$154,171
11.34%
6,875
—
Sold Out
Shares
2025-04-30
Mid
EverSource Wealth Advisors, LLC
BYLD
$136,007
10.00%
6,065
—
Sold Out
Shares
2025-05-13
Small
REAP Financial Group, LLC
BYLD
$64,113
4.72%
2,859
—
Sold Out
Shares
2025-05-14
Mega
FMR LLC
BYLD
1
$63,126
4.64%
2,815
—
Sold Out
Shares
2025-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
STRATEGIC ADVISERS LLC
2,815
$63,126
100.0%
Defined
Mid
HARBOUR INVESTMENTS, INC.
BYLD
$43,123
3.17%
1,923
—
Sold Out
Shares
2025-05-08
Large
AE Wealth Management LLC
BYLD
$38,414
2.83%
1,713
—
Sold Out
Shares
2025-05-06
Large
MAI Capital Management
BYLD
$25,003
1.84%
1,115
—
Sold Out
Shares
2025-05-15
Mid
DELTA ASSET MANAGEMENT LLC/TN
BYLD
$22,425
1.65%
1,000
—
Sold Out
Shares
2025-05-09
Large
CWM, LLC
BYLD
$11,661
0.86%
520
—
Sold Out
Shares
2025-05-01
Mega
MORGAN STANLEY
BYLD
1
$9,485
0.70%
423
—
Sold Out
Shares
2025-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY SMITH BARNEY LLC
423
$9,485
100.0%
Defined
Mega
BANK OF MONTREAL /CAN/
Bank
BYLD
1
$9,126
0.67%
407
—
Sold Out
Shares
2025-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
BMO Bank N.A.
407
$9,126
100.0%
Defined
Large
NewEdge Advisors, LLC
BYLD
$3,924
0.29%
175
—
Sold Out
Shares
2025-05-15
Mid
Heritage Wealth Advisors
BYLD
$1,188
0.09%
53
—
Sold Out
Shares
2025-05-08
—
PROEQUITIES, INC.
BYLD
$0
0.00%
0
—
Sold Out
Shares
2025-05-14
Mega
WELLS FARGO & COMPANY/MN
BYLD
1
$0
0.00%
0
—
Sold Out
Shares
2025-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
WELLS FARGO CLEARING SERVICES, LLC
0
$0
—
Defined
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