13F

Stock

Ishares Tr

Ticker not mapped · held by 343 managers

Reported value

$1.63B

Holders

343

+76 new · −25 exited

Holders’ est. mark

$232.5M

Price effect on 192 books still in the name

Largest holder

$269.9M

HSBC HOLDINGS PLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
HSBC HOLDINGS PLC4.69M$269.9MNew
Fisher Asset Management, LLC3.52M$203.1M$55.3MCut−$414.5M
SCHRODER INVESTMENT MANAGEMENT GROUP3.32M$192.8MNew
MORGAN STANLEY1.93M$111.2M$12.8MAdded$77.1M
FIL Ltd1.85M$108.7MNew
BANK OF AMERICA CORP /DE/1.16M$66.8M$18.2MAdded$16.7M
Focus Partners Wealth816K$47.1M$12.6MAdded$13.6M
EVERGREEN CAPITAL MANAGEMENT LLC639.4K$36.8M$9.8MAdded$10.6M
Verger Capital Management LLC564.9K$32.5M$8.86MAdded$8.4M
Versant Capital Management, Inc486.5K$28M$7.22MAdded$8.72M
LPL Financial LLC416.1K$24M$4.34MAdded$12.4M
UBS Group AG388.9K$22.4M$6.1MAdded$1.45M
MFA WEALTH ADVISORS, LLC316.5K$18.2M$4.77MAdded$5.49M
Van Cleef Asset Management,Inc282.7K$16.3M$4.43MAdded$4.39M
WELLS FARGO & COMPANY/MN279.6K$16.1M$3.96MAdded$5.53M
Cetera Investment Advisers272.9K$15.7M$4.28MCut−$2.89M
JANE STREET GROUP, LLC252.9K$14.6M$402.5KAdded$13.5M
AMERIPRISE FINANCIAL INC238.9K$13.8M$3.05MAdded$5.61M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main235.8K$13.6MNew
RAYMOND JAMES FINANCIAL INC233.5K$13.4M$2.99MAdded$5.45M
Citadel229.5K$13.2M$3.6MAdded$2.29M
Financial Advisory Corp222.5K$12.8M$3.49MAdded$755.7K
COMMONWEALTH EQUITY SERVICES, LLC210.9K$12.1M$3.31MCut−$6.65M
Cambria Investment Management, L.P.202.5K$11.7MNew
Federation des caisses Desjardins du Quebec192.3K$11.1M$2.88MAdded$3.39M
ROYAL BANK OF CANADA180K$10.4M$2.19MAdded$4.51M
Strategic Wealth Investment Group, LLC179.6K$10.3M$2.82MAdded$2.66M
ALLIANCEBERNSTEIN L.P.230.9K$9.68MNew
GOLDMAN SACHS GROUP INC167K$9.62M$2.62MAdded$1.03M
Morningstar Investment Management LLC154.9K$8.92MNew
Sigma Planning Corp140.5K$8.09M$2.2MAdded$1.91M
OSAIC HOLDINGS, INC.139.9K$8.06M$1.82MAdded$3.18M
OLD MISSION CAPITAL LLC136.2K$7.85MNew
Cullen/Frost Bankers, Inc.112.5K$6.48M$1.76MAdded$1.76M
HighTower Advisors, LLC107.9K$6.21M$553.8KAdded$4.73M
CLIENT 1ST ADVISORY GROUP, LLC106.8K$6.15M$1.39MAdded$2.44M
GenTrust, LLC106.1K$6.11M$1.66MAdded$1.55M
STIFEL FINANCIAL CORP101.1K$5.83M$1.58MAdded$1.59M
PRUDENTIAL PLC96.2K$5.54M$933KAdded$3.05M
PINNACLE ASSOCIATES LTD96.1K$5.54M$1.49MAdded$1.56M
BANK OF MONTREAL /CAN/89.5K$5.16M$1.4MAdded$1.42M
Proficio Capital Partners LLC88.9K$5.12M$374.3KAdded$4.12M
Beacon Pointe Advisors, LLC87.1K$5.02M$1.37MAdded$935.3K
PGIM Custom Harvest LLC83.1K$4.79M$1.3MAdded$1.31M
JONES FINANCIAL COMPANIES LLLP81.6K$4.75M$952.9KAdded$2.31M
Banco Santander, S.A.77.2K$4.45M$598.3KAdded$2.85M
CLUNE & ASSOCIATES, LTD.74.3K$4.28M$979.9KAdded$1.66M
NORTHLAND SECURITIES, INC.72.1K$4.16M$1.13MAdded$1.04M
SIERRA SUMMIT ADVISORS LLC70.4K$4.05M$1.05MAdded$1.23M
Envestnet Portfolio Solutions, Inc.68.5K$3.95M$917.6KAdded$1.51M
Wealthfront Advisers LLC67.9K$3.91M$721KAdded$1.98M
Advocate Investing Services LLC63.2K$3.64M$990.6KAdded$982.3K
ABLE Financial Group, LLC56.9K$3.28M$101.6KAdded$3.01M
JPMORGAN CHASE & CO49.7K$2.89M$801.8KAdded$590.1K
Corient Private Wealth LLC64K$2.79M$78.1KAdded$912.5K
ELEVATION POINT WEALTH PARTNERS, LLC45K$2.59M$607.3KAdded$966.8K
Pinnacle Wealth Management Advisory Group, LLC44K$2.53M$681.5KAdded$710K
ENVESTNET ASSET MANAGEMENT INC43.5K$2.51M$408.5KAdded$1.42M
SBI Securities Co., Ltd.42.3K$2.43M$68.2KAdded$2.25M
Dakota Wealth Management41.2K$2.37M$646.2KAdded$138.3K
Steward Partners Investment Advisory, LLC40K$2.3M$119.5KAdded$1.98M
Vestmark Advisory Solutions, Inc.39.8K$2.29M$607.4KAdded$666.8K
Waverly Advisors, LLC39.1K$2.25M$612.9KAdded$471.1K
Kestra Advisory Services, LLC38.8K$2.23M$565KAdded$722.3K
TD Waterhouse Canada Inc.38.8K$2.17M$539.1KAdded$492.2K
Alpha Financial Partners, LLC37.4K$2.16MNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP35.9K$2.07M$562.4KCut−$3.25M
Equitable Holdings, Inc.46.1K$1.97M$32.5KCut−$823.7K
PSI Advisors, LLC33.4K$1.93MNew
Creative Planning33.1K$1.91M$518.5KAdded$286.4K
Pathstone Holdings, LLC32.2K$1.85M$504.4KAdded$504.4K
RAINIER FAMILY WEALTH INC32.1K$1.85MNew
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC32K$1.81M$456.2KCut−$213.1K
J. Safra Sarasin Holding AG29.6K$1.71M$356.4KAdded$753.5K
ICON ADVISERS INC/CO28K$1.61M$439KAdded$439K
Chesley Taft & Associates LLC27.8K$1.6M$402.2KAdded$524.4K
JAMES INVESTMENT RESEARCH, INC.27.2K$1.57M$426.5KAdded$407.1K
Vontobel Holding Ltd.26.1K$1.5M$409.6KAdded$246.9K
MARSHALL WACE, LLP26.1K$1.5MNew
Affiance Financial, LLC24.8K$1.43M$388.2KAdded$388.2K
MML INVESTORS SERVICES, LLC24.6K$1.42M$222.3KAdded$824.2K
Aptus Capital Advisors, LLC24.4K$1.4M$381.9KAdded$270.8K
Climber Capital SA24.2K$1.4M$328.2KAdded$486.6K
Rathbones Group PLC23.8K$1.37M$371.9KAdded$379.4K
Integrated Wealth Concepts LLC23.3K$1.34M$365.2KAdded$241.8K
SCS Capital Management LLC22.8K$1.31M$335.4KAdded$415.5K
CAPTRUST FINANCIAL ADVISORS22.6K$1.3M$323.3KAdded$436.9K
Modern Wealth Management, LLC23.3K$1.3M$323.4KAdded$96.9K
DARA CAPITAL US, INC.22.1K$1.27M$345.7KAdded$345.7K
MAI Capital Management21.5K$1.24M$335.4KAdded$342.1K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors21.4K$1.23M$335.6KAdded$250K
CreativeOne Wealth, LLC21.3K$1.22M$333.4KAdded$51.9K
Renaissance Technologies20.2K$1.16M$316.7KAdded$77.7K
J.Safra Asset Management Corp20.2K$1.16M$316.1KAdded$316.1K
Vantage Point Financial LLC18.8K$1.08M$295.2KAdded$210.5K
U.S. Capital Wealth Advisors, LLC18.8K$1.08M$294.5KAdded$168.7K
WATERSHED PRIVATE WEALTH LLC16.9K$975.6K$265.5KAdded$47.4K
Orion Porfolio Solutions, LLC16.6K$955.1K$260KAdded$171K
Abbot Financial Management, Inc.16.5K$951.7K$259KAdded$259K
Gotham Asset Management, LLC16.4K$947.5K$83.9KAdded$723.1K
GUARDIAN WEALTH ADVISORS, LLC / NC16.1K$927.6K$252.5KAdded$252.5K
KESTRA PRIVATE WEALTH SERVICES, LLC15.8K$910.4K$239.1KAdded$270.9K
ICICI Prudential Asset Management Co Ltd15.8K$907.8K$246.8KAdded$246.8K
Wealth Management Associates, Inc.15.7K$903.9K$228.9KAdded$291.9K
Private Advisor Group, LLC15.3K$879.4K$239.4KAdded$212.9K
Farther Finance Advisors, LLC15.3K$855.5K$212.8KAdded$213.2K
BCO Wealth Management LLC13.8K$795K$216.4KAdded$216.4K
Advisory Alpha, LLC13.3K$767.1KNew
Kovack Advisors, Inc.13.7K$762.4K$189.8KAdded$189.8K
Union Bancaire Privee, UBP SA13.5K$761.3K$211.4KAdded$211.4K
MATHER GROUP, LLC.13.1K$756.1KNew
Ameraudi Asset Management, Inc.13K$748.6K$203.8KAdded$203.8K
SCOTIA CAPITAL INC.13K$746.6K$203.2KAdded$203.2K
Wealth Management Partners, LLC12.8K$737.8K$96.4KAdded$479.9K
Ifrah Financial Services, Inc.12.7K$730.9K$198.9KAdded$185.6K
Sowell Financial Services LLC12.6K$728.7K$198.3KAdded$174.1K
Fiduciary Planning LLC12.5K$720.9K$196.2KCut−$29.9K
Geneos Wealth Management Inc.12.5K$718.1K$195.4KAdded$152K
Lynx Investment Advisory12.2K$705.7K$192.1KAdded$192.1K
Walkner Condon Financial Advisors LLC12.1K$696K$189.5KAdded$187.4K
MANUFACTURERS LIFE INSURANCE COMPANY, THE11.8K$679.5KNew
Verity Asset Management, Inc.11.4K$655.5K$178.4KCut−$43.8K
Cerity Partners LLC11.3K$650.6K$177.1KAdded$117.2K
Fort Sheridan Advisors LLC11.2K$646.9K$176.1KAdded$173.3K
PARTNERS WEALTH MANAGEMENT, LLC11.2K$646.8K$176KAdded$176K
Savvy Advisors, Inc.11.1K$638.2KNew
MERCER GLOBAL ADVISORS INC /ADV10.9K$626.4K$170.5KCut−$144.9K
CWM, LLC10.8K$621K$620.6KAdded$620.5K
CITIGROUP INC10.7K$618.6K$167.5KAdded$170.8K
Quantinno Capital Management LP10.7K$614.9K$153.9KAdded$203.2K
TPG Advisors LLC10.6K$610.4K$125KAdded$276.1K
LOM Asset Management Ltd10.4K$600.9K$22.4KAdded$540.9K
EVERETT HARRIS & CO /CA/10K$576.1K$156.8KAdded$156.8K
AE Wealth Management LLC9.96K$573.6K$35.1KAdded$479.8K
Fidelity9.51K$557.7K$118.1KAdded$261.6K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9.57K$551.6K$144.9KAdded$164K
Concurrent Investment Advisors, LLC9.49K$546.9KNew
FOUNDERS FINANCIAL SECURITIES LLC9.91K$544.2K$128.6KAdded$128.6K
Detalus Advisors, LLC9.27K$534.1K$145.4KAdded$145.4K
ASHTON THOMAS SECURITIES, LLC9.18K$529KNew
Forthright Family Wealth Advisory LLC12.3K$526.7KNew
Arcus Capital Partners, LLC8.79K$506.5K$137.9KAdded$137.9K
Rockefeller Capital Management L.P.8.64K$497.9K$102.2KAdded$224.5K
TRUIST FINANCIAL CORP8.41K$484.8K$126.2KAdded$147.4K
Jefferies Financial Group Inc.8.37K$482.3K$131.3KAdded$131.3K
Hyposwiss Advisors SA8.09K$466.3K$126.9KAdded$126.9K
Baker Ellis Asset Management LLC8.07K$465.2K$126.6KAdded$126.6K
First Heartland Consultants, Inc.8K$461K$124.9KAdded$127K
IHT Wealth Management, LLC7.77K$447.5K$99.9KAdded$180.5K
MACKENZIE FINANCIAL CORP7.61K$438.2K$93.2KAdded$186K
Ausdal Financial Partners, Inc.7.37K$424.5K$115.5KAdded$103.6K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7.36K$424.2KNew
Mesirow Financial Investment Management, Inc.6.98K$401.9K$109.4KAdded$109.4K
Western Wealth Management, LLC6.9K$397.6K$108.2KCut−$217.2K
Advisors Preferred, LLC6.9K$397.3KNew
STEPHENS INC /AR/6.8K$391.7K$106.6KAdded$56.3K
IEQ CAPITAL, LLC6.78K$390.5K$106.3KAdded$106.3K
CoreCap Advisors, LLC6.72K$387.3K$105.4KAdded$58.5K
BFI Wealth Solutions, LLC6.61K$367.1K$89.8KAdded$89.8K
CHOREO, LLC6.36K$366.6K$98.4KAdded$77.8K
Elmwood Wealth Management, Inc.6.2K$357.2KNew
Sovran Advisors, LLC6.23K$354K$79.8KAdded$60.2K
Clear Creek Financial Management, LLC6.12K$352.6KNew
Avantax Planning Partners, Inc.6K$345.5K$83.8KAdded$121.4K
DIVERSIFIED TRUST CO5.95K$342.6K$93.2KAdded$93.2K
Baird Financial Group, Inc.5.66K$326K$88.7KAdded$88.7K
TUDOR INVESTMENT CORP ET AL5.64K$324.9KNew
Daiwa Securities Group Inc.5.6K$322.6K$322.4KAdded$322.4K
Mutual Advisors, LLC5.51K$317.4K$86.4KAdded$84.7K
CAPITAL ADVISORS INC/OK5.5K$316.9KNew
1834 INVESTMENT ADVISORS CO5.49K$316.1K$86KAdded$86K
Corecam Pte. Ltd.5.42K$312.2K$85KAdded$85K
CITIZENS FINANCIAL GROUP INC/RI5.36K$308.6KNew
Mariner, LLC5.34K$307.6KNew
Pines Wealth Management, LLC5.11K$294.6K$80.2KAdded$71.4K
SALEM INVESTMENT COUNSELORS INC5.1K$293.8K$80KAdded$80K
BRIGHT FINANCIAL ADVISORS, INC.5K$288.1K$78.4KAdded$78.4K
Moors & Cabot, Inc.4.98K$286.9K$78.1KAdded$68.2K
SIMON QUICK ADVISORS, LLC4.93K$283.8K$77KAdded$77.8K
ProCore Advisors, LLC4.92K$283.7K$77.2KAdded$14.6K
Anchor Investment Management, LLC4.92K$283.6K$77.2KAdded$77.2K
Legacy Advisors, LLC4.92K$283.1K$77.1KAdded$77.1K
MBA Advisors LLC4.85K$279.3K$76KAdded$36.9K
Wealthspire Advisors, LLC4.78K$275.5KNew
Townsend & Associates, Inc4.99K$269.4K$49.7KAdded$49.7K
CLIFFORD SWAN INVESTMENT COUNSEL LLC4.67K$268.8KNew
Belpointe Asset Management LLC4.64K$267.5KNew
Compound Planning, Inc.4.61K$265.7KNew
Millstone Evans Group, LLC4.54K$261.3K$71.1KAdded$71.1K
MGO ONE SEVEN LLC4.5K$259.4KNew
Parcion Private Wealth LLC4.42K$254.4KNew
Turtle Creek Wealth Advisors, LLC4.41K$254.2KNew
FIFTH THIRD BANCORP4.41K$254K$29.3KAdded$175.5K
Fort Point Capital Partners LLC4.35K$250.8KNew
BLAIR WILLIAM & CO/IL4.33K$249.3K$67.9KAdded$67.9K
Montecito Bank & Trust4.33K$249.2KNew
71 West Capital Partners4.32K$248.8KNew
CURA WEALTH ADVISORS, LLC4.3K$247.7KNew
Destiny Wealth Partners, LLC4.29K$247.1KNew
Valmark Advisers, Inc.4.24K$244KNew
US BANCORP \DE\4.23K$243.9K$66.4KAdded$66.4K
LIBERTY WEALTH MANAGEMENT LLC4.17K$240.3KNew
RCW Management, LLC4.15K$238.9KNew
Icon Wealth Advisors, LLC4.22K$236.6KNew
B. Riley Wealth Advisors, Inc.3.95K$229.2KNew
HUNTINGTON NATIONAL BANK3.98K$229.1K$61.6KAdded$64.3K
Spire Wealth Management3.92K$226K$61.5KAdded$59.8K
Provenance Wealth Advisors, LLC3.92K$225.6K$61.4KAdded$22.1K
Krilogy Financial LLC4.09K$222.2KNew
WELLINGTON MANAGEMENT GROUP LLP3.82K$220K$59.9KCut−$236.5K
Almanack Investment Partners, LLC.3.81K$219.2KNew
PATTEN & PATTEN INC/TN3.8K$218.7KNew
MONETA GROUP INVESTMENT ADVISORS LLC3.68K$212KNew
DECISION INVESTMENTS, INC3.64K$209.9KNew
Modera Wealth Management, LLC3.54K$203.9KNew
Mirae Asset Global Investments Co., Ltd.3K$172.8KNew
Ashton Thomas Private Wealth, LLC2.81K$162KNew
Provident Wealth Management, LLC2.5K$144K$39.2KAdded$39.2K
Clearstead Advisors, LLC2.48K$142.8K$11.4KAdded$112.3K
Golden State Equity Partners2.38K$137KNew
Rosenberg Matthew Hamilton2.29K$131.8K$35.9KAdded$35.9K
BARTLETT & CO. WEALTH MANAGEMENT LLC2.31K$130.1K$33.4KAdded$33.4K
Advanced Asset Management Advisors Inc2.23K$128.2K$34.5KAdded$35.9K
Arax Advisory Partners2K$115.4K$31.4KCut−$82.2K
Sound Income Strategies, LLC2.06K$115K$23.9KAdded$23.5K
Kilter Group LLC1.9K$109.4K$29.8KAdded$29.8K
Allworth Financial LP1.88K$108.3K$27.4KAdded$35K
Comprehensive Financial Planning, Inc./PA1.74K$100.1K$25.6KAdded$31.5K
Evelyn Partners Investment Management (Europe) Ltd1.6K$92.4K$25.1KAdded$25.1K
Powell Investment Advisors, LLC1.46K$84.2K$22.9KAdded$22.9K
HARBOUR INVESTMENTS, INC.1.45K$83.3K$21KAdded$27K
Blue Trust, Inc.1.36K$78.1K$21.3KAdded$21.3K
Winch Advisory Services, LLC1.31K$75.4K$20.5KAdded$20.5K
Qube Research & Technologies Ltd1.31K$75.2K$313Added$74.4K
Pinnacle Bancorp, Inc.1.14K$65.8K$17.9KAdded$17.9K
Synergy Investment Management, LLC1.07K$61.8KNew
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.04K$60K$1.68KAdded$55.5K
BOKF, NA1.01K$58.4KNew
Bank Julius Baer & Co. Ltd, Zurich1K$57.6K$15.7KAdded$15.7K
Fortitude Family Office, LLC974$56.1K$15.3KAdded$15.3K
Elevated Capital Advisors, LLC972$56K$15.2KAdded$15.2K
RETIREMITTEN FINANCIAL LLC936$53.9KHeld
IMG Wealth Management, Inc.862$49.7K$13.5KAdded$6.22K
Dunhill Financial, LLC849$48.9K$13.2KAdded$13.6K
GLENMEDE TRUST CO NA849$48.9K$11.8KAdded$17.5K
IFP Advisors, Inc799$46K$9.22KAdded$21.4K
Nova Wealth Management, Inc.766$44.1KNew
Newbridge Financial Services Group, Inc.760$43.8K$11.9KAdded$11.9K
Global Assets Advisory, LLC731$42.1KNew
PNC Financial Services Group, Inc.696$40.1K$7.07KAdded$21.2K

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.