13F

Stock

Ishares Tr

Ticker not mapped · held by 181 managers

Reported value

$470.4M

Holders

181

+18 new · −11 exited

Holders’ est. mark

−$19.3M

Price effect on 162 books still in the name

Largest holder

$49.3M

EXCHANGE TRADED CONCEPTS, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
EXCHANGE TRADED CONCEPTS, LLC548.5K$49.3M−$2.35MAdded$220.9K
AMERIPRISE FINANCIAL INC506.9K$45.5M−$2.29MCut−$3.05M
MORGAN STANLEY490.4K$44.1M−$2.22MCut−$7.61M
Equitable Holdings, Inc.381.2K$36M−$1Cut−$201K
LPL Financial LLC249.3K$22.4M−$1.11MCut−$863.1K
Cetera Investment Advisers218.6K$19.6M−$941.8KCut−$16.4K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC168.7K$15.3M−$849.3KCut−$559.6K
JPMORGAN CHASE & CO174K$15.2M−$1.22MCut−$1.04M
WIN ADVISORS, INC165.4K$14.9MNew
OSAIC HOLDINGS, INC.151.8K$13.6M−$331.4KAdded$6.73M
COMMONWEALTH EQUITY SERVICES, LLC120.7K$10.8M−$545.5KCut−$1.33M
ROYAL BANK OF CANADA117.7K$10.6M−$202.1KAdded$6.36M
BANK OF AMERICA CORP /DE/114.1K$10.3M−$456.4KAdded$725.9K
Wealth Forward, LLC99.9K$8.97M−$444.2KCut−$301K
UBS Group AG97.9K$8.8M−$442.7KCut−$647K
Corient Private Wealth LLC95.9K$8.62M−$420.4KCut−$160.7K
Center for Wealth Management Advisory93.4K$8.4M−$418KCut−$330.5K
Gladstone Institutional Advisory LLC83.3K$7.48M−$376.4KCut−$531.2K
WELLS FARGO & COMPANY/MN83K$7.46M−$375.3KCut−$500.9K
Merit Financial Group, LLC73.1K$6.57M−$330.6KCut−$363K
MERCER GLOBAL ADVISORS INC /ADV63.3K$5.69M−$286.3KCut−$318.4K
Commonwealth Financial Services, LLC44.3K$3.98M−$195.1KCut−$95K
Crestwood Advisors Group, LLC42.3K$3.8M−$191.7KCut−$228.8K
Brand Asset Management Group, Inc.39.2K$3.52M−$177KCut−$251.8K
ENVESTNET ASSET MANAGEMENT INC39.1K$3.51M−$163.5KAdded$97.6K
RAYMOND JAMES FINANCIAL INC38.6K$3.47M−$174.5KCut−$6.92M
INDEPENDENT FINANCIAL GROUP, LLC35.3K$3.17M−$150.7KAdded$25.6K
JIM SAULNIER & ASSOCIATES, LLC35K$3.15M−$158.3KCut−$222.2K
GOLDMAN SACHS GROUP INC29.4K$2.64M−$132.8KCut−$1.71M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO29K$2.61M−$117.9KAdded$148K
Modern Wealth Management, LLC28.6K$2.59M−$110.3KCut−$128.4K
Financial Engines Advisors L.L.C.28.1K$2.53M−$127.2KCut−$141.3K
Fidelity24.7K$2.22M−$106.2KAdded$893
Elevation Capital Advisory, LLC24.6K$2.21MNew
Cerity Partners LLC23.6K$2.12M−$83.6KAdded$370.8K
MML INVESTORS SERVICES, LLC21.8K$1.96M−$98.6KCut−$258.2K
American Trust17.8K$1.6M−$74.1KAdded$51.3K
SILVIA MCCOLL WEALTH MANAGEMENT, LLC17.5K$1.57M−$79.2KCut−$79.2K
Arkadios Wealth Advisors16.8K$1.51MNew
Mariner, LLC16.3K$1.46M−$70KAdded$773
Private Advisor Group, LLC16.1K$1.44M−$72.6KCut−$87.5K
May Barnhard Investments LLC15.5K$1.39M−$69.9KCut−$69.9K
HighTower Advisors, LLC15.2K$1.37M−$68.8KCut−$68.8K
MONEY CONCEPTS CAPITAL CORP15.2K$1.37M−$68.7KCut−$109.7K
Bawa N Mallick Trust12.4K$1.11M−$56KCut−$56K
Wealth Management Associates, Inc.12.2K$1.1M−$55.2KCut−$85.5K
Focus Partners Wealth11.9K$1.07M−$53.6KCut−$52.8K
Keystone Financial Services, LLC11.1K$994.8K−$50KCut−$52.8K
CITIGROUP INC10.9K$975.5K−$48.9KCut−$45.6K
Kestra Advisory Services, LLC10.7K$965K−$47.4KCut−$25.4K
Citadel10.6K$956.7KNew
Greykasell Wealth Strategies, Inc.10.4K$932K−$46.8KCut−$68.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP10.3K$928.9K−$15.9KAdded$597.3K
Apollon Wealth Management, LLC10.2K$918.4K−$46.2KCut−$46.2K
Orion Porfolio Solutions, LLC10.2K$914.8K−$46.1KCut−$2.39M
Rothschild Wealth LLC9.84K$884.6K−$44.5KCut−$44.5K
ROCKLAND TRUST CO9.53K$856K−$43.1KCut−$57.5K
STIFEL FINANCIAL CORP9.51K$854.3K−$42.1KCut−$22.9K
OneDigital Investment Advisors LLC8.84K$794.8K−$40KCut−$690.1K
Capital Management Associates, Inc8.82K$792.4K−$39.2KCut−$25.8K
SeaCrest Wealth Management, LLC8.76K$786.7K−$49.4KCut−$63.7K
CWM, LLC8.32K$747.9K$747.1KAdded$747.1K
Creative Planning8.08K$725.9K−$36.6KCut−$39.9K
FIFTH THIRD BANCORP7.97K$716.2K−$2.35KAdded$667.1K
PACIFIC SUN FINANCIAL CORP7.82K$702.7K−$34.9KCut−$25.9K
Sanctuary Advisors, LLC7.51K$674.8K−$34KCut−$33.8K
Red Tortoise LLC7.23K$649.9K−$32.7KCut−$40.5K
NewEdge Wealth, LLC7.21K$648.3K−$32.6KCut−$33.7K
IHT Wealth Management, LLC6.71K$603.2K−$30.3KCut−$30.2K
Baird Financial Group, Inc.6.31K$567.3K−$28.5KCut−$28.9K
Icahn Capital6.22K$558.6K−$20.6KAdded$128.6K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC6.2K$557.1KNew
CHAPIN DAVIS, INC.6.19K$556.2K−$28KCut−$27.9K
Strategic Blueprint, LLC6.04K$542.8K−$27.3KCut−$97.9K
Dana Investment Advisors, Inc.5.95K$534.5K−$26.9KCut−$26.9K
Choate Investment Advisors5.74K$515.7K−$25.9KCut−$25.9K
Savant Capital, LLC5.66K$508.3K−$25.6KCut−$103.8K
Soltis Investment Advisors LLC5.5K$494.1K−$24.8KCut−$24.7K
Chicago Partners Investment Group LLC4.82K$474.8K$15KAdded$15K
Cape Investment Advisory, Inc.5.16K$463.2K−$23.3KCut−$23.3K
Mutual Advisors, LLC5.15K$462.6K−$23.3KCut−$23.3K
Asset Management Group, Inc.5.03K$452.1K−$22.8KCut−$289.6K
Aspen Wealth Management LLC4.95K$444.9K−$22.3KCut−$21.3K
Richard P Slaughter Associates Inc4.89K$439.5K−$22.1KCut−$32.5K
Harbour Trust & Investment Management Co4.7K$422.3K−$21.2KCut−$21.2K
CAPTRUST FINANCIAL ADVISORS4.67K$419.8K−$21.1KCut−$21K
M&T Bank Corp4.55K$408.9K−$20.6KCut−$20.6K
Focus Financial Network, Inc.4.54K$407.5K−$20.5KCut−$59.4K
Brightwater Advisory LLC4.5K$404.6K−$20.3KCut−$145.8K
LANDAAS & CO /WI /ADV4.4K$395.4K−$19.9KCut−$19.4K
MidAtlantic Capital Management, Inc.4.2K$376.9K−$16.6KAdded$30.8K
Perigon Wealth Management, LLC4.17K$375K−$18.8KCut−$18.4K
SILVER OAK SECURITIES, INCORPORATED4.13K$371K−$21.4KCut−$1.32M
PNC Financial Services Group, Inc.4.13K$370.9K−$18.7KCut−$42.5K
Larson Financial Group LLC4.11K$369.3K−$18.5KCut−$17.7K
Portland Financial Advisors Inc3.97K$357.1K−$18KCut−$18K
Asset Allocation Strategies LLC3.95K$355.2K−$17.8KCut−$17K
Quantinno Capital Management LP3.89K$349.8KNew
Signal Advisors Wealth, LLC3.73K$335.5K−$16.8KCut−$19.3K
FLAGSTAR ADVISORS INC3.71K$333.1K−$16.7KCut−$60K
JONES FINANCIAL COMPANIES LLLP3.76K$329.5K−$24.5KCut−$14.3K
UNITED CAPITAL FINANCIAL ADVISORS, LLC3.62K$325.1K−$15.9KCut−$10.1K
AlphaCore Capital LLC3.53K$317K−$15.9KCut−$15.9K
Steward Partners Investment Advisory, LLC3.51K$315.2K−$15.8KCut−$40.8K
Pure Financial Advisors, LLC3.43K$308.5K−$15.5KCut−$42K
Lutz Financial Services LLC3.31K$297.1K−$14.9KCut−$14.9K
Cornerstone Wealth Management, LLC3.27K$294.1K−$14.8KCut−$14.5K
Beacon Pointe Advisors, LLC3.23K$290.5K−$14.4KCut−$11.3K
Foundry Financial LLC3.19K$286.5K−$14.4KCut−$14.4K
FMB WEALTH MANAGEMENT3.19K$286.5K−$14.4KCut−$14.4K
DIVERSIFY WEALTH MANAGEMENT, LLC2.88K$283.3KNew
Optivise Advisory Services LLC2.97K$266.6K−$13.4KCut−$13.5K
World Investment Advisors2.87K$257.5K−$13KCut−$13K
Index Fund Advisors, Inc.2.8K$251.6K−$12.7KCut−$12.7K
Integrated Wealth Concepts LLC2.69K$242K−$12.2KCut−$49.5K
GREAT VALLEY ADVISOR GROUP, INC.2.63K$236.5K−$11.9KCut−$11.3K
DAVENPORT & Co LLC2.62K$235.8K−$11.9KCut−$11.9K
SCOTIA CAPITAL INC.2.61K$234.4K−$11.8KCut−$11.8K
KEYNOTE FINANCIAL SERVICES LLC2.54K$228.2KNew
HCR Wealth Advisors2.54K$227.9K−$11.5KCut−$11.5K
Evanson Asset Management, LLC2.5K$224.7K−$11.3KCut−$11.3K
Blue Sky Capital Consultants Group, Inc.2.49K$223.5K−$11.2KCut−$11.2K
KINGSWOOD WEALTH ADVISORS, LLC2.45K$220.2K−$11.1KCut−$11.1K
Geneos Wealth Management Inc.2.44K$218.8K−$11KCut−$10.5K
Wealthcare Advisory Partners LLC2.35K$211.2K−$10.6KCut−$10.6K
LAUREL OAK WEALTH MANAGEMENT, LLC2.29K$205.3K−$10.4KCut−$12.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2.25K$202.2K−$10.2KCut−$10.2K
SAGE RHINO CAPITAL LLC2.25K$202K−$10.2KCut−$10.2K
HARBOR INVESTMENT ADVISORY, LLC2.06K$185.5K−$9.33KCut−$9.33K
High Point Wealth Management, LLC2K$179.7K−$9.04KCut−$9.04K
HHM Wealth Advisors, LLC2K$179.7K−$9.04KCut−$9.04K
FARMERS & MERCHANTS INVESTMENTS INC1.85K$166.6K−$8.38KCut−$8.38K
Ashton Thomas Private Wealth, LLC1.84K$165.3KNew
Tower Research Capital LLC (TRC)1.75K$157.6KNew
BOKF, NA1.72K$154.4K−$7.77KCut−$7.77K
Allworth Financial LP1.71K$153.3K−$7.69KCut−$7.33K
Basepoint Wealth LLC1.69K$151.8K−$7.71KCut−$7.26K
BLAIR WILLIAM & CO/IL1.53K$137.3K−$3.4KAdded$66.3K
BANK OF MONTREAL /CAN/1.49K$134.2K−$6.75KCut−$6.75K
VANGUARD ADVISERS INC1.43K$128.8KHeld
Synergy Investment Management, LLC1.43K$128.8KNew
City State Bank1.27K$113.9K−$5.73KCut−$5.73K
Trust Co1.13K$101.9K−$5.13KCut−$5.13K
Security National Bank1.05K$94.5K−$4.75KCut−$14.8K
MATHER GROUP, LLC.993$89.2KNew
Advisory Services Network, LLC990$89KNew
AE Wealth Management LLC971$87.3K−$1.34KAdded$58.9K
Realta Investment Advisors892$80.2K−$4.03KCut−$4.03K
Creative Capital Management Investments LLC800$71.9K−$3.62KCut−$3.62K
Salomon & Ludwin, LLC764$69.3K−$3.46KCut−$3.46K
Monetary Solutions, Ltd717$64.4K−$3.24KCut−$3.15K
Tidemark, LLC547$49.2K−$2.47KCut−$8.23K
Federation des caisses Desjardins du Quebec508$45.6K−$2.3KCut−$2.3K
Western Wealth Management, LLC500$44.9KNew
Olistico Wealth, LLC480$43.1K−$2.17KCut−$2.17K
US BANCORP \DE\461$41.4K−$2.08KCut−$2.08K
Aptus Capital Advisors, LLC374$33.6K−$1.69KCut−$1.69K
Russell Investments Group, Ltd.360$32.4K−$1.61KCut−$386K
Cedar Mountain Advisors, LLC313$28.1K−$1.42KCut−$1.42K
MORRIS FINANCIAL CONCEPTS, INC.300$27K−$1.36KCut−$1.36K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC275$24.7K−$1.24KCut−$1.24K
Financial Perspectives, Inc275$24.7K−$1.27KCut−$1.18K
Farther Finance Advisors, LLC242$21.9K−$932Cut−$932
Westside Investment Management, Inc.228$20.5K−$1.07KCut−$981
Key Financial Inc228$20.5KNew
BARTLETT & CO. WEALTH MANAGEMENT LLC180$17.9K$900Added$900
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC188$17K−$723Cut−$723
MAI Capital Management174$15.6K−$787Cut−$787
IFP Advisors, Inc167$15KNew
Ancora Advisors LLC136$12.2K−$615Cut−$615
GAMMA Investing LLC121$10.9KNew
ASSETMARK, INC89$8K−$402Cut−$209K
CREATIVE FINANCIAL DESIGNS INC /ADV74$6.65K−$334Cut−$1.09K
Cambridge Investment Research Advisors, Inc.50.3K$4.52K−$134Added$1.71K
RHL GROUP, LLC45$4.04KNew
NATIXIS ADVISORS, LLC13.1K$1.18K−$50Added$138
Thrivent Financial for Lutherans5.7K$512−$26Cut−$25
Aurora Private Wealth, Inc.2.71K$255$2Cut−$256
Opus Capital Group, LLC2.73K$245−$13Cut−$62
Coston, McIsaac & Partners597$53−$3Cut−$5
Capital Analysts, LLC441$40−$2Cut−$6

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.