13F

Stock

Ishares Tr

Ticker not mapped · held by 188 managers

Reported value

$765.7M

Holders

188

+32 new · −23 exited

Holders’ est. mark

$627.1K

Price effect on 156 books still in the name

Largest holder

$238M

MENORA MIVTACHIM HOLDINGS LTD.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MENORA MIVTACHIM HOLDINGS LTD.3.19M$238M$280.8KAdded$5.61M
MORGAN STANLEY1.65M$123.1M$77.6KAdded$58.9M
GOLDMAN SACHS GROUP INC767.5K$57.3M$36.2KAdded$27.3M
CITIGROUP INC604.7K$45.1M$27.2KAdded$22.6M
WELLS FARGO & COMPANY/MN436.4K$32.6M$32.3KAdded$5.79M
BANK OF AMERICA CORP /DE/408.6K$30.5M$29.1KAdded$6.42M
BNP PARIBAS FINANCIAL MARKETS351K$26.2M$31.5KAdded$97.6K
First Financial Bankshares Inc287.6K$21.5M$25.9KCut−$447.6K
LPL Financial LLC223.9K$16.7M$20.1KAdded$84.8K
UBS Group AG214.1K$16M$18.4KAdded$738.4K
BARCLAYS PLC200.1K$14.9M$18KAdded$18K
Bedell Frazier Investment Counselling, LLC145.3K$10.8M$13KAdded$119.6K
AMERIPRISE FINANCIAL INC119.7K$8.93M$6.89KAdded$981.4K
RAYMOND JAMES FINANCIAL INC116.2K$8.67M$10.3KAdded$221K
J. Goldman & Co LP104.6K$7.8M$7.97KAdded$1.2M
Citadel84.9K$6.33MNew
ROYAL BANK OF CANADA77.3K$5.76M$6.77KAdded$474K
Tower Research Capital LLC (TRC)67K$5M$3.96KAdded$1.71M
COMMONWEALTH EQUITY SERVICES, LLC64.9K$4.84M$5.85KCut−$398.4K
OSAIC HOLDINGS, INC.54.9K$4.1M$4.78KAdded$74.9K
Baird Financial Group, Inc.46.7K$3.48M$480Added$3.08M
GRIMES & Co WEALTH MANAGEMENT, LLC43.1K$3.22M$3.88KCut−$72.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP40.5K$3.02M$919Added$2.26M
McGuire Investment Group, LLC38.9K$2.9M$3.5KCut−$2.53K
Migdal Insurance & Financial Holdings Ltd.38.6K$2.88MNew
HERBST GROUP, LLC38.6K$2.88M$3.34KAdded$92.6K
JONES FINANCIAL COMPANIES LLLP32.8K$2.38M−$62.7KAdded$66K
STIFEL FINANCIAL CORP27.8K$2.08M$731Added$1.46M
TOTH FINANCIAL ADVISORY CORP27.7K$2.07M$2.09KAdded$340K
Clarus Wealth Advisors27.2K$2.05M−$51.2KAdded$88K
Cetera Investment Advisers24.1K$1.8M$2.09KAdded$64.4K
Creative Planning22.7K$1.69M$1.99KAdded$68.2K
Indie Asset Partners, LLC21.3K$1.59M$1.42KAdded$413.2K
SIG BROKERAGE, LP21.1K$1.57M$1.9KAdded$1.9K
Hudson Bay Capital Management LP20K$1.49MNew
JPMORGAN CHASE & CO20.5K$1.48M−$25.4KAdded$667.4K
NAPLES GLOBAL ADVISORS, LLC17.7K$1.32M$1.55KAdded$36K
GTS SECURITIES LLC16.5K$1.23M$306Added$976.7K
Kestra Advisory Services, LLC16.5K$1.23M$1.39KAdded$114.9K
Sage Capital Advisors,llc15.9K$1.19M$1.45KAdded$5.41K
Signature Equity Partners, LLC15.8K$1.18M$1.28KAdded$91K
LEUTHOLD GROUP, LLC15.3K$1.14M$1.38KCut−$198.8K
Massachusetts Wealth Management15.3K$1.14M$1.38KCut−$65.7K
Renaissance Technologies14.8K$1.1MNew
Prospera Financial Services Inc14K$1.04MNew
Advisory Services Network, LLC13.7K$1.02MNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO13.3K$993.1K$1.2KCut−$46.9K
HighTower Advisors, LLC13.3K$989.5K$1.17KCut−$70.9K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12.4K$935.2K−$15.3KAdded$473K
Retirement Planning Co of New England, Inc.12.2K$908.5K$1.06KAdded$7.18K
MMBG INVESTMENT ADVISORS CO.11.3K$841.5K$1.01KAdded$1.01K
KKM Financial LLC11.3K$839K$0Held
Capital Investment Counsel, Inc10.9K$816.3K$985Cut−$47.4K
ENVESTNET ASSET MANAGEMENT INC10.7K$800.7K$878Added$88.7K
Florin Court Capital LLP10.4K$775.8K$936Cut−$2.79M
Institute for Wealth Management, LLC.10.1K$749.9K$890Added$2.08K
Realta Investment Advisors8.39K$625.6KNew
Rockefeller Capital Management L.P.8.28K$617.5K$461Added$210.2K
Private Advisor Group, LLC8.08K$603K$741Cut−$19.9K
SAXON INTERESTS, INC.7.75K$578.2K$697Added$697
MARSHALL WACE, LLP7.7K$574.4K$693Cut−$175.7K
Sanctuary Advisors, LLC7.51K$560.4K$676Cut−$145.4K
Cerity Partners LLC7.35K$548.5K$450Added$175.9K
Fidelity7.12K$531K$537Added$115.7K
GARRISON POINT ADVISORS, LLC7.08K$528.2K$637Added$637
Merit Financial Group, LLC7.01K$523.4K$693Added$693
PFG Investments, LLC7K$521.9K$432Added$139.7K
Intrepid Financial Planning Group LLC6.96K$519K$626Cut−$3.84K
TRUIST FINANCIAL CORP6.27K$467.9K$557Cut−$117.2K
Total Wealth Planning & Management, Inc.6.21K$463.6K$466Added$77.5K
Spruce Point Capital Management, LLC6.2K$462.5K$558Cut−$170.8K
Equitable Holdings, Inc.6.2K$461.9K−$0Added$19.9K
Waverly Advisors, LLC6.06K$451.9K$569Cut−$6.06K
Davis Investment Partners, LLC6K$447.6K−$4.32KCut−$4.32K
Beacon Pointe Advisors, LLC5.89K$439.7K$579Cut−$77K
Phillips Wealth Planners LLC5.43K$435KNew
MERCER GLOBAL ADVISORS INC /ADV5.76K$429.4K$567Cut−$128.8K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5.69K$424.3K$512Cut−$87.4K
Odyssey Capital Advisors, Inc.5.65K$421.4K$545Cut−$108.5K
FIRST WILSHIRE SECURITIES MANAGEMENT INC5.6K$417.8K$504Added$504
PATTEN & PATTEN INC/TN5.4K$402.8K$486Added$486
Savvy Advisors, Inc.5.27K$393.3KNew
Fortis Group Advisors, LLC4.77K$387.5K$22.4KAdded$19.1K
Meridian Wealth Management, LLC5.1K$380.8K$459Added$459
Midwest Trust Co4.96K$370.3K$446Added$446
WP Advisors, LLC4.54K$338.5K$396Cut−$28.5K
CAPTRUST FINANCIAL ADVISORS4.37K$325.8K$368Added$20.6K
Focus Partners Wealth4.36K$325.5K$344Cut−$57.5K
Summit Financial, LLC4.18K$311.7K$371Added$968
OPPENHEIMER & CO INC4.16K$310.3K$370Added$3.8K
KCM INVESTMENT ADVISORS LLC4.13K$308.2K$422Added$422
KINTRA WEALTH, LLC4.1K$305.8KNew
JANE STREET GROUP, LLC3.92K$292.8K$353Cut−$833.6K
&PARTNERS3.92K$292.6K$417Added$1.24K
Valmark Advisers, Inc.3.77K$281.5K$339Cut−$704
MML INVESTORS SERVICES, LLC3.71K$277.2K$337Cut−$42.4K
Capital Wealth Planning, LLC3.67K$273.4KNew
Commonwealth Retirement Investments LLC3.61K$269.4K$326Cut−$541.8K
Private Wealth Advisors, LLC3.55K$265K$290Cut−$232
Western Wealth Management, LLC3.53K$263KNew
CreativeOne Wealth, LLC3.36K$250.7K$312Added$312
Focus Financial Network, Inc.3.3K$246.4K$298Cut−$70.1K
HOWE & RUSLING INC3.24K$242K$292Added$292
Ellis Investment Partners, LLC3.21K$239.6K$285Added$13K
FIRST UNITED BANK & TRUST3.17K$236.3K$285Cut−$100.3K
Geneos Wealth Management Inc.3.13K$233.6K$282Added$282
Quadcap Wealth Management, LLC3.04K$227.1K$228Added$377
Sovran Advisors, LLC2.78K$226K$8.25KAdded$8.02K
Bramshill Investments, LLC3K$223.8KNew
HBW ADVISORY SERVICES LLC2.95K$220.3KNew
CPR Investments Inc.2.95K$219.8KNew
Concurrent Investment Advisors, LLC2.85K$212.4KNew
Belpointe Asset Management LLC2.78K$207.5KNew
REDSTONE WEALTH MANAGEMENT, LLC2.69K$200.4K$242Cut−$13.1K
Spire Wealth Management2.64K$196.9K$258Added$556
PRIVATE TRUST CO NA2.46K$183.2K$221Added$221
Steward Partners Investment Advisory, LLC2.42K$180.4K$218Cut−$1.16M
BLAIR WILLIAM & CO/IL2.1K$156.4K$3Added$154.1K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.92K$143K$3Added$140.8K
HARBOUR INVESTMENTS, INC.1.82K$135.8K$135Added$57.5K
NATIONAL BANK OF CANADA /FI/1.8K$134.7K$156Added$5.75K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.6K$120.4K$1.22KAdded$1.22K
MATHER GROUP, LLC.1.49K$111KNew
TD Waterhouse Canada Inc.1.44K$108.1K$343Added$63.4K
MONTAG A & ASSOCIATES INC1.24K$92.8K$112Added$112
FIFTH THIRD BANCORP1.15K$86.1KNew
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.12K$83.4K$40Added$50.2K
ASSETMARK, INC1.03K$76.8K$92Cut−$14.1K
WFA of San Diego, LLC1K$74.6K$90Added$90
Parallel Advisors, LLC990$73.9K$89Added$89
Strategic Wealth Partners, Ltd.961$71.7K$67Cut−$95K
IFP Advisors, Inc900$67.1K$81Added$81
SALEM INVESTMENT COUNSELORS INC888$66.2KNew
Vermillion Wealth Management, Inc.869$64.8K$90Added$314
PNC Financial Services Group, Inc.800$59.7K$72Added$72
Capital Investment Advisory Services, LLC608$45.4K$55Added$55
BANK OF MONTREAL /CAN/562$41.9K$51Cut−$1.81K
MAI Capital Management540$40.3K$48Added$48
BlackRock, Inc.500$37.3KNew
Cassaday & Co Wealth Management LLC500$37.3KNew
CWM, LLC480$35.8K$35.8KAdded$35.8K
WealthShield Partners, LLC432$32.2K$39Added$39
Manchester Capital Management LLC430$32.1K$27Added$8.98K
North Star Investment Management Corp.425$31.7K$38Added$38
US BANCORP \DE\415$31K$38Cut−$335
Cornerstone Planning Group LLC384$30.3KNew
Annis Gardner Whiting Capital Advisors, LLC404$30.1KNew
Comprehensive Financial Planning, Inc./PA317$23.7K$39Added$114
GROUP ONE TRADING LLC300$22.4KNew
ABOUND FINANCIAL, LLC292$21.8K$26Added$26
Copia Wealth Management287$21.4K$16Added$8.15K
MPWM ADVISORY SOLUTIONS, LLC280$20.9K$25Added$25
Allworth Financial LP276$20.6K$25Cut−$15.2K
Keating Financial Advisory Services, Inc.264$19.7K$23Added$23
EFG International AG250$18.6K$22Added$22
Clearstead Advisors, LLC220$16.4K$4Added$79
Atlantic Union Bankshares Corp216$16.1K$20Added$20
EverSource Wealth Advisors, LLC200$14.9K$18Added$18
Farther Finance Advisors, LLC187$14.1K$153Added$153
Golden State Wealth Management, LLC184$13.7KNew
Sunbelt Securities, Inc.176$13.1KNew
Register Financial Advisors LLC172$12.8K$15Added$15
SHP Wealth Management168$12.5K$15Added$15
Glen Eagle Advisors, LLC140$10.4K$13Added$13
Founders Financial Alliance, LLC138$10.3K$22Added$22
Arax Advisory Partners124$9.25K$15Cut−$74.8K
Delos Wealth Advisors, LLC84$6.27K$8Added$8
AE Wealth Management LLC80$5.97K$21Added$21
Aptus Capital Advisors, LLC80$5.97K$7Added$7
GUARDIAN WEALTH ADVISORS, LLC / NC80$5.97KNew
Triumph Capital Management80$5.97K$7Added$7
Orion Capital Management LLC71$5.31K$26Added$26
Russell Investments Group, Ltd.60$4.48KNew
Bogart Wealth, LLC58$4.3K−$53Added$21
Blue Trust, Inc.44$3.28K$4Added$4
Thrivent Financial for Lutherans28.4K$2.12K$2Added$50
Murphy & Mullick Capital Management Corp25$1.86KNew
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20$1.49K$2Added$2
Cambridge Investment Research Advisors, Inc.17.4K$1.3K$2Added$44
Central Pacific Bank - Trust Division16$1.19K$2Added$2
Elevated Capital Advisors, LLC16$1.19K$2Added$2
Quest 10 Wealth Builders, Inc.16$1.19K$2Added$2
Janney Montgomery Scott LLC11K$820$1Cut−$8
Capital Advisors, Ltd. LLC9.54K$711$277Cut−$527
CX Institutional7.83K$584$0Added$99
FLOW TRADERS U.S. LLC5.24K$391New
ELEVATE WEALTH ADVISORY, INC1$75New
Strategic Wealth Advisors LLC252$18$0Held

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.