13F

Stock

Blackrock Core Bd Tr

Ticker not mapped · held by 104 managers

Reported value

$148.4M

Holders

104

+9 new · −22 exited

Holders’ est. mark

−$6.24M

Price effect on 92 books still in the name

Largest holder

$25.1M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.74M$25.1M−$1.1MAdded$614.1K
Karpus Management, Inc.1.88M$17.2M−$808.2KCut−$844.5K
UBS Group AG1.38M$12.6M−$539.4KAdded$575.7K
LPL Financial LLC1.19M$10.9M−$448.6KAdded$904.4K
GUGGENHEIM CAPITAL LLC1.13M$10.3M−$485.4KCut−$885.6K
WELLS FARGO & COMPANY/MN719.4K$6.59M−$268KAdded$612.4K
Invesco Ltd.679.1K$6.22M−$292KCut−$353.4K
1607 Capital Partners, LLC540.7K$4.95M−$195.3KAdded$597.7K
RAYMOND JAMES FINANCIAL INC439K$4.02M−$174KAdded$140.9K
Dynamic Advisor Solutions LLC433.6K$3.97M−$164.4KAdded$305.2K
BANK OF AMERICA CORP /DE/349.9K$3.2M−$150.4KCut−$806.2K
Allspring Global Investments Holdings, LLC349K$3.2M−$61.3KAdded$1.83M
Private Advisor Group, LLC339.6K$3.11M−$144.2KCut−$106.6K
Rockefeller Capital Management L.P.324.2K$2.97M−$94.6KAdded$859.9K
ABSOLUTE INVESTMENT ADVISERS, LLC317K$2.9M−$144.2KCut−$144.2K
OSAIC HOLDINGS, INC.305.1K$2.8M−$85.7KAdded$883.1K
FIRST TRUST ADVISORS LP234.5K$2.15M−$43.8KAdded$1.17M
COMMONWEALTH EQUITY SERVICES, LLC186.9K$1.71M−$74.7KAdded$45.8K
STIFEL FINANCIAL CORP159.3K$1.46M−$68.5KCut−$77K
MELFA WEALTH MANAGEMENT, INC.122.7K$1.12M−$52.8KCut−$52.8K
ProVise Management Group, LLC116K$1.06M−$49.9KCut−$67.2K
PRIVATE TRUST CO NA114.9K$1.05M−$49.4KCut−$193.3K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC99.6K$910.5K−$47.8KCut−$198.6K
IBEX WEALTH ADVISORS93.5K$856.1K−$40KCut−$35.3K
ECLECTIC ASSOCIATES INC /ADV87.1K$797.5K−$22.9KAdded$287.2K
HUB Investment Partners, LLC84.1K$770.1K−$36.2KCut−$36.2K
WOLVERINE ASSET MANAGEMENT LLC79.4K$727.2K−$34.1KCut−$305.2K
Capital Investment Advisors, LLC78.2K$716.2K−$33.6KCut−$219.8K
Mesirow Financial Investment Management, Inc.74.2K$679.8K−$31.9KCut−$142.6K
ROYAL BANK OF CANADA70.7K$647K−$31KCut−$55K
Focus Partners Wealth70.1K$642.2K−$30.1KCut−$29.9K
Oder Investment Management, LLC67.3K$616.7K−$28.8KCut−$26.1K
NWF Advisory Services Inc.65.2K$596.8K−$27.9KCut−$25.1K
RHS Financial, LLC62.1K$568.6K−$6.53KAdded$422.9K
Sowell Financial Services LLC60.7K$555.8K−$26.1KCut−$38.9K
Cetera Investment Advisers59.1K$541.4K−$23KAdded$27.8K
Rareview Capital LLC55.3K$537.6K$0Held
ENVESTNET ASSET MANAGEMENT INC58.1K$532.1K−$18.3KAdded$124.8K
MML INVESTORS SERVICES, LLC53.5K$489.9K−$19.2KAdded$61.3K
AMERIPRISE FINANCIAL INC51K$467.5K−$20.3KAdded$15.6K
Beacon Pointe Advisors, LLC44.2K$405.1K−$19KCut−$1.28M
Accel Wealth Management40.1K$367.1K−$17.2KCut−$108.8K
FIFTH THIRD BANCORP39.5K$361.4K−$811Added$343.4K
JANE STREET GROUP, LLC37.8K$346.6K−$5.35KAdded$227.4K
Hamrick Investment Counsel, llc35.3K$323.1KNew
Clarity Financial LLC34.5K$316.1K−$14.8KCut−$67.6K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.34.2K$313.7K−$14.7KCut−$1.19M
Intellus Advisors LLC32.9K$301.4K−$13.9KCut−$9.55K
Stratos Wealth Partners, LTD.32K$293.1K−$13.8KCut−$59.6K
Patten Group, Inc.29.1K$266.4K−$12.5KCut−$28K
SUSQUEHANNA INTERNATIONAL GROUP, LLP27.8K$254.7K−$12KCut−$89.8K
Uncommon Cents Investing LLC27.5K$251.7K−$6.71KAdded$102.1K
Morse Asset Management, Inc25.9K$237.6K−$11.1KCut−$10.5K
Ramiah Investment Group25.3K$231.6K−$10.9KCut−$17.5K
SCOTIA CAPITAL INC.25.2K$230.4K−$10.3KAdded$1.29K
Shulman DeMeo Asset Management LLC22.6K$207.2KNew
Waverly Advisors, LLC22K$201.6K−$9.46KCut−$14.7K
Kovack Advisors, Inc.21.3K$194.5K−$9.12KCut−$4.22K
B. Riley Wealth Advisors, Inc.21.5K$193.7K−$12.9KCut−$12.9K
Integrity Wealth Partners, LLC21K$192.8KHeld
Valley Financial Group, Inc.20.6K$188.4K−$8.85KCut−$8.85K
Clear Creek Financial Management, LLC20.1K$183.7K−$8.47KCut−$5.27K
CARY STREET PARTNERS FINANCIAL LLC19.2K$175.7K−$8.24KCut−$18.8K
XTX Topco Ltd19.1K$175.1K−$8.22KCut−$10.5K
Equitable Holdings, Inc.17K$162.7K$1Added$27.5K
Steward Partners Investment Advisory, LLC16K$146.7K−$6.89KCut−$7.58K
Allworth Financial LP14.9K$136.4KNew
Integrity Advisory Solutions, LLC13.4K$123.1K−$4.95KAdded$12.8K
HighTower Advisors, LLC13.4K$122.5K−$5.75KCut−$12.8K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC12.7K$116KNew
Westbourne Investment Advisors, Inc.11K$100.8KNew
SIT INVESTMENT ASSOCIATES INC10.9M$99.5K−$4.57KCut−$2.54K
First Citizens Financial Corp10.3K$94.4K−$4.43KCut−$4.43K
Fiera Capital Corp10.2K$93.1K−$4.37KCut−$140.3K
Gerber Kawasaki Wealth & Investment Management10K$91.6KNew
NOMURA HOLDINGS INC10K$91.6K−$4.3KCut−$48.7K
BARTLETT & CO. WEALTH MANAGEMENT LLC6.78K$61.9K−$3.12KCut−$3.12K
NBC SECURITIES, INC.6.28K$57.5K−$2.27KAdded$6.89K
PNC Financial Services Group, Inc.5.49K$50.3K−$1.07KAdded$26.4K
MAI Capital Management4.7K$43.1K−$2.02KCut−$2.02K
Axiom Investment Management LLC3.83K$35KHeld
CREATIVE FINANCIAL DESIGNS INC /ADV3.75K$34.4K−$1.61KCut−$1.61K
Farther Finance Advisors, LLC3.7K$33.8K−$1.59KCut−$793
NBT BANK N A /NY2.72K$25K−$1.17KCut−$1.17K
Colonial Trust Co / SC2.54K$22.8KNew
West Branch Capital LLC2.26K$20.7K−$734Added$4.26K
HARBOUR INVESTMENTS, INC.1.86K$17K−$791Cut−$801
Atlantic Union Bankshares Corp1.6K$14.7K−$688Cut−$1.41K
GS Investments, Inc.1.35K$12.4K−$581Cut−$581
Geneos Wealth Management Inc.1.09K$10K−$470Cut−$470
AMERIFLEX GROUP, INC.1K$9.16K−$430Cut−$430
JNBA Financial Advisors780$7.14K−$336Cut−$336
Quarry LP744$6.82K−$320Cut−$320
CWM, LLC735$6.74K$6.57KAdded$6.73K
JPMORGAN CHASE & CO600$5.39K−$300Added$599
Anchor Investment Management, LLC500$4.58K−$215Cut−$215
HIGHLINE WEALTH PARTNERS LLC500$4.58K−$215Cut−$215
Sound Income Strategies, LLC500$4.58K−$250Cut−$250
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO475$4.35KNew
Western Wealth Management, LLC274$2.51KNew
VANGUARD ADVISERS INC192$1.76KHeld
Cambridge Investment Research Advisors, Inc.100.5K$921−$42Cut−$20
Thrivent Financial for Lutherans66.4K$609−$23Added$96
Virtu Financial LLC19.5K$179−$5Added$76

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.