13F

Stock

Ishares Tr

Ticker not mapped · held by 315 managers

Reported value

$1.61B

Holders

315

+105 new · −34 exited

Holders’ est. mark

$124.5M

Price effect on 170 books still in the name

Largest holder

$180.7M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY5.09M$180.7M$21.9MAdded$49.1M
JPMORGAN CHASE & CO3.52M$119.7M$88.6KAdded$119M
BANK OF AMERICA CORP /DE/2.51M$89M$9.9MAdded$29.6M
HSBC HOLDINGS PLC2.47M$87.6M$138.9KAdded$86.8M
CI INVESTMENTS INC.1.83M$65.1M$9.29MAdded$127.2K
LPL Financial LLC1.4M$49.7M$5.87MAdded$14.5M
SCHRODER INVESTMENT MANAGEMENT GROUP1.4M$47.6M$316.1KAdded$44.7M
WELLS FARGO & COMPANY/MN1.12M$39.9M$5.69MAdded$4.44M
BANK OF NOVA SCOTIA1.11M$39.3M$2.16MAdded$25.8M
New Harbor Financial Group, LLC1.01M$35.8M$5MAdded$5.74M
Journey Advisory Group, LLC801.2K$28.5M$2.78MAdded$11.8M
EXCHANGE TRADED CONCEPTS, LLC744K$26.4MNew
Proficio Capital Partners LLC739.3K$26.3M$228.9KAdded$24.9M
ROYAL BANK OF CANADA679.7K$24.1M$1.08MAdded$17.7M
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC650.9K$23.1M$3.3MAdded$2.73M
HighTower Advisors, LLC632.5K$22.5M$3.21MAdded$2.42M
AMERIPRISE FINANCIAL INC623.4K$22.1M$3.13MAdded$3.4M
Marks Wealth, LLC599.7K$21.3M$3.04MAdded$600.9K
RAYMOND JAMES FINANCIAL INC597.2K$21.2M$1.02MAdded$15.1M
UBS Group AG587.7K$20.9M$1.63MAdded$11.1M
Bank Julius Baer & Co. Ltd, Zurich535.8K$19MNew
SYON CAPITAL LLC500.5K$17.8MNew
RED CEDAR INVESTMENT MANAGEMENT, LLC474.5K$16.9MNew
POTOMAC FUND MANAGEMENT INC /ADV440.8K$15.7M$2.23MAdded$1.66M
Carrera Capital Advisors432K$15.3M$2.01MAdded$2.7M
Merit Financial Group, LLC427.7K$15.2M$97.3KAdded$14.6M
Barry Investment Advisors, LLC418.5K$14.9MNew
Chicago Wealth Management, Inc.366.7K$13MNew
ENVESTNET ASSET MANAGEMENT INC365.4K$13M$1.67MAdded$2.97M
Randolph Co Inc341.9K$12.1MNew
GOLDMAN SACHS GROUP INC328.2K$11.7MNew
FIRST AMERICAN TRUST, FSB315.8K$11.2M$1.6MAdded$1.63M
OSAIC HOLDINGS, INC.295.5K$10.5M$1.5MCut−$8.34M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main294.1K$10.4MNew
Csenge Advisory Group281.2K$9.99M$825.4KAdded$5.03M
University of Illinois Foundation276.6K$9.83MNew
BANQUE PICTET & CIE SA270K$9.59M$1.37MAdded$1.37M
Venturi Wealth Management, LLC264.3K$9.39M$1.34MAdded$1.17M
Banco Santander, S.A.257.6K$9.15M$949.1KAdded$3.45M
ASSETMARK, INC253.3K$9M$1.28MCut−$45.7M
LMCG INVESTMENTS, LLC243.6K$8.65M$1.24MAdded$339K
AVALON CAPITAL MANAGEMENT240.9K$8.56M$1.22MCut−$1.36M
Kiker Wealth Management, LLC238.5K$8.47M$30.9KAdded$8.29M
Kestra Advisory Services, LLC230.4K$8.19M$1.17MCut−$935K
Kera Capital Partners, Inc.228K$8.1M$36.5KCut−$3.33M
Federation des caisses Desjardins du Quebec219.3K$7.79M$996.3KAdded$1.81M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO214.9K$7.63M$209.7KAdded$6.37M
Omnia Family Wealth, LLC213K$7.57M$1.01MAdded$1.1M
Corecam Pte. Ltd.202.1K$7.18M$1MAdded$1.16M
FIL Ltd201.7K$7.16M$1.02MAdded$1.03M
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.206.4K$7.04M$243.7KAdded$4.88M
COMMONWEALTH EQUITY SERVICES, LLC181.5K$6.45M$920.2KCut−$9.88M
Man Group plc156.9K$5.57M$795.4KCut−$531.7K
TWO SIGMA INVESTMENTS, LP155.2K$5.51MNew
CoreCap Advisors, LLC154.4K$5.49M$49.1KAdded$5.19M
Balyasny Asset Management L.P.150.2K$5.34MNew
Highview Capital Management LLC/DE/149.5K$5.31M$715.4KAdded$1.01M
Synergy Asset Management, LLC149.2K$5.3M$276KAdded$3.64M
EFG International AG147.8K$5.25M$749.5KCut−$3.11M
Vestmark Advisory Solutions, Inc.142.2K$5.05M$624.6KAdded$1.3M
ICICI Prudential Asset Management Co Ltd142.1K$5.05M$727.1KAdded$362K
MML INVESTORS SERVICES, LLC138.9K$4.94M$521.6KAdded$1.8M
NWAM LLC133.2K$4.73M$51.2KAdded$232.4K
CITIGROUP INC127.2K$4.52M$607.5KAdded$869.4K
Cetera Investment Advisers121.9K$4.33M$618KCut−$4.06K
Exit Wealth Advisors, LLC.115.7K$4.11M$576.8KAdded$647.1K
Westview Management dba Westview Investment Advisors113.7K$4.04MNew
STIFEL FINANCIAL CORP111.1K$3.95M$183.3KAdded$2.84M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND101K$3.59MNew
Prospera Financial Services Inc97.7K$3.47M$378.8KAdded$1.2M
BNC WEALTH MANAGEMENT, LLC95.5K$3.39MNew
Mission Creek Capital Partners, Inc.94.4K$3.35MNew
Redhawk Wealth Advisors, Inc.93.4K$3.32M$444KAdded$649.9K
Belpointe Asset Management LLC93.3K$3.31M$447.5KAdded$625.7K
PGIM Custom Harvest LLC91.6K$3.25M$308.4KAdded$1.4M
GFS Advisors, LLC188.4K$3.24MNew
Leibman Financial Services, Inc.88.3K$3.14M$440.8KAdded$488.9K
Corecam AG87.8K$3.12M$445.1KAdded$445.1K
Fiduciary Alliance LLC81.9K$3.09MNew
FIRST TRUST ADVISORS LP84.8K$3.01MNew
Black Swift Group, LLC84.3K$3M$75.2KAdded$2.54M
Gallacher Capital Management LLC83.4K$2.96M$423KAdded$111.7K
180 WEALTH ADVISORS, LLC81.5K$2.9M$265.1KAdded$1.3M
Riggs Asset Managment Co. Inc.80.7K$2.87M$355.8KAdded$730.1K
Blue Capital, Inc.79.2K$2.81M$291.3KAdded$1.07M
Moneda S.A. Administradora General de Fondos78.7K$2.79M$398.8KAdded$85.3K
Fortis Capital Advisors, LLC76.9K$2.73M$364.7KAdded$539.6K
Beacon Pointe Advisors, LLC73.1K$2.59M$139.6KAdded$1.76M
Advisory Services Network, LLC72.3K$2.57M$366.7KAdded$314.9K
D.A. DAVIDSON & CO.71.8K$2.55MNew
MetLife Inc71.8K$2.53M$332.5KAdded$338.2K
Quantinno Capital Management LP70.6K$2.51M$357.9KCut−$1.25M
Sharper & Granite LLC69.9K$2.48M$336.9KAdded$459.1K
WEXFORD CAPITAL LP68.1K$2.42M$321KAdded$491.7K
TRUIST FINANCIAL CORP64.7K$2.3MNew
Sumitomo Mitsui Trust Group, Inc.63.6K$2.26MNew
Gateway Wealth Partners, LLC61.4K$2.18M$133.3KAdded$1.38M
Summit Financial, LLC57.3K$2.04M$216.2KAdded$675.4K
Stonehearth Capital Management, LLC57.2K$2.03M$289.9KCut−$4.74M
Farther Finance Advisors, LLC56.1K$2M$293.6KCut−$1.61M
MONECO ADVISORS, LLC55.9K$1.99M$239.4KAdded$548.8K
MANUFACTURERS LIFE INSURANCE COMPANY, THE54K$1.92MNew
J. Safra Sarasin Holding AG53.9K$1.92M$138.1KAdded$1.09M
Independent Advisor Alliance51.7K$1.84MNew
WHITEBOX ADVISORS LLC50.8K$1.81MNew
MONEY CONCEPTS CAPITAL CORP50.8K$1.81MNew
Steward Partners Investment Advisory, LLC50.4K$1.79M$255.6KCut−$160.8K
DRW Securities, LLC49.5K$1.76MNew
Old Port Advisors48K$1.7M$243.1KCut−$204.3K
Focus Partners Wealth47.4K$1.69M$244.1KAdded$206.3K
Amundi47.2K$1.68MNew
Hilltop Holdings Inc.46.5K$1.65M$235.5KCut−$242.7K
Equitable Holdings, Inc.91.8K$1.64M−$1.16MCut−$1.45M
MassMutual Private Wealth & Trust, FSB45.6K$1.62M$231.2KAdded$206.1K
Brookstone Capital Management45.4K$1.61M$230.1KCut−$495.8K
Providence First Trust Co45.1K$1.6M$208.8KAdded$345.9K
JONES FINANCIAL COMPANIES LLLP46.6K$1.58M$137.9KAdded$355.8K
Copia Wealth Management43.9K$1.56M$113.2KAdded$880.6K
PRINCIPAL SECURITIES, INC.43.6K$1.55M$135.5KAdded$735.3K
OPPENHEIMER & CO INC43K$1.53M$218.1KAdded$176.8K
EverSource Wealth Advisors, LLC39.2K$1.39M$131.8KAdded$601.2K
Professional Financial Advisors, LLC38.4K$1.36M$190.4KAdded$219K
RAHLFS CAPITAL, LLC38.3K$1.36M$77.3KAdded$894.3K
Yoffe Investment Management, LLC37.2K$1.32M$188.5KAdded$189.4K
Advocate Investing Services LLC36.4K$1.29M$184.7KAdded$185.2K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC35.3K$1.25M$446Added$1.25M
Forefront Wealth Partners, LLC34.9K$1.24MNew
Corient Private Wealth LLC35.4K$1.22M$118.8KAdded$338.1K
Apollon Wealth Management, LLC34.2K$1.21M$46.3KAdded$935.3K
PNC Financial Services Group, Inc.34.2K$1.21M$173.2KAdded$47.5K
AlphaCore Capital LLC33K$1.17M$160.8KAdded$18.7K
Indiana Trust & Investment Management Co31.8K$1.13M$161.2KAdded$161.2K
SBI Securities Co., Ltd.31.6K$1.12M$36.5KAdded$902.8K
Sanctuary Advisors, LLC30.7K$1.09M$155.9KCut−$1.14M
Pekin Hardy Strauss, Inc.29.7K$1.05M$149.4KAdded$156.3K
SCOTIA CAPITAL INC.29.3K$1.04M$109.1KAdded$384.2K
ANGELES WEALTH MANAGEMENT, LLC29.1K$1.03MNew
Fortis Group Advisors, LLC27.6K$1M$29.8KCut−$1.17M
Finley Financial, LLC27.7K$983.4K$133.9KAdded$179K
Migdal Insurance & Financial Holdings Ltd.26.6K$944.8KNew
BNP PARIBAS FINANCIAL MARKETS25.2K$896.2K$127.9KCut−$4.12M
ROMAN BUTLER FULLERTON & CO24K$883.5K$55.5KCut−$66.5K
Advisory Alpha, LLC24.8K$881KNew
NOMURA ASSET MANAGEMENT CO LTD24.8K$880.9K$15.2KAdded$789.5K
EHRLICH FINANCIAL GROUP24.4K$867.2K$123.8KCut−$86.1K
Tactive Advisors, LLC24.4K$865.4K$123.5KCut−$18.1K
Heartwood Wealth Advisors LLC24.3K$864.8K$123.4KAdded$64.3K
&PARTNERS23.8K$845.1KNew
OneAscent Financial Services LLC23.5K$834.6K$119.1KAdded$102.4K
WASHINGTON GROWTH STRATEGIES LLC23.5K$834.3KNew
Private Advisor Group, LLC23.3K$827.6K$85.4KAdded$314.5K
Kastel Capital Advisors, LLC26.1K$794K$0Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC22.2K$791KNew
CAMELOT TECHNOLOGY ADVISORS, INC.21.9K$779.1KNew
Envestnet Portfolio Solutions, Inc.21.9K$777.9K$111KAdded$61K
CSS LLC/IL21.5K$764K$109.1KAdded$109.1K
Freestone Capital Holdings, LLC21.3K$756.5KNew
WESPAC Advisors, LLC21.2K$753.8K$107.6KCut−$488.3K
PARSONS CAPITAL MANAGEMENT INC/RI20.2K$718.5K$38.8KAdded$485.3K
Blue Line Capital, LLC / IL18.8K$668.1KNew
CIBC WORLD MARKET INC.18.6K$660.3K$45.4KAdded$387.9K
Everstar Asset Management, LLC17.7K$628.2KNew
Bank of New York Mellon Corp17.5K$621K$69.6KAdded$203.1K
Stratos Wealth Partners, LTD.17.5K$620.8KNew
INSIGNEO ADVISORY SERVICES, LLC17.4K$619.7KNew
TWIN FOCUS CAPITAL PARTNERS, LLC17.4K$619.1KNew
Verus Financial Partners, Inc.16.2K$614.8K$45.7KAdded$45.7K
Rockefeller Capital Management L.P.17.2K$611.4K$72.3KAdded$177.2K
Hudson Portfolio Management LLC17K$603K$63.9KAdded$219K
FCA CORP /TX16.9K$599.4KNew
Churchill Financial Advisors, LLC16.3K$578.6K$42.6KAdded$323.1K
Atria Investments, Inc16.1K$573K$81.8KCut−$5.54K
Rothschild Wealth LLC15.1K$535.5K$76.4KAdded$65.8K
Krilogy Financial LLC14.1K$534.8K$39.8KAdded$18.7K
National Wealth Management Group, LLC14.9K$529.9K$74.3KAdded$83.9K
Comprehensive Financial Planning, Inc./PA14.6K$517.8KNew
Prime Capital Investment Advisors, LLC13.9K$492.5KNew
US BANCORP \DE\13.7K$486.8K$968Added$481K
Arkadios Wealth Advisors13.5K$478.9KNew
Creative Planning13.4K$475.9KNew
Spire Wealth Management13.3K$470.9K$66.5KAdded$71.8K
Trexquant Investment LP12.9K$457.2K$65.3KAdded$60.6K
SIMPLEX TRADING, LLC12.7K$452.5K$34KAdded$248.5K
CARRET ASSET MANAGEMENT, LLC12.5K$445.3K$56KAdded$109.1K
DIMENSION CAPITAL MANAGEMENT LLC12.5K$443.4KNew
Gold Investment Management Ltd.12.5K$442.6K$61.7KAdded$72.5K
SWMG, LLC12.4K$440.2K−$6.44KCut−$6.37K
COTTONWOOD CAPITAL ADVISORS, LLC12.2K$432.5K$61.7KAdded$61.7K
BAROMETER CAPITAL MANAGEMENT INC.12K$426.2K$216.2KCut−$679.8K
Alexander Randolph Advisory, Inc.12K$425.7K$60.8KAdded$60.8K
BTG Pactual Asset Management US LLC11.9K$422.4K$60.3KAdded$60.3K
Brooklyn Investment Group11.8K$419K$56.1KAdded$68.2K
Independent Solutions Wealth Management, LLC11.6K$412.3K$58.8KAdded$56.7K
Advisor Resource Council11.4K$405.1K−$1.22KAdded$10K
K.J. Harrison & Partners Inc11.4K$403.2KNew
GTS SECURITIES LLC11.3K$401.2KNew
RFG Advisory, LLC11.3K$400.3K$42.3KAdded$146K
BFI Infinity Ltd.11.3K$400KNew
SeaCrest Wealth Management, LLC11.2K$398.4KNew
Bleakley Financial Group, LLC11.2K$396.4KNew
Rehmann Capital Advisory Group11K$389.4KNew
Marex Group plc10.8K$382.2KNew
SAXON INTERESTS, INC.10.7K$380.4KNew
DIVERSIFY WEALTH MANAGEMENT, LLC10.1K$360.8KNew
Norris Financial Group, LLC9.37K$332.8KNew
E&G Advisors, LP9.36K$332.3KNew
Point72 Asset Management, L.P.9.24K$328.3KNew
Snowden Capital Advisors LLC9.23K$328KNew
Destiny Wealth Partners, LLC9.13K$324.3K$3.65KAdded$3.65K
Mariner, LLC9.13K$324.2KNew
Cullen Capital Management, LLC9.11K$323.5KNew
Three Seasons Wealth, LLC9.06K$321.8KNew
Nicholas Hoffman & Company, LLC.9.06K$321.7K$45.5KAdded$48.3K
WESBANCO BANK INC8.81K$312.9KNew
Navigation Wealth Management, Inc.8.72K$309.9K$40KAdded$69.5K
IHT Wealth Management, LLC8.7K$309.2K$43.1KAdded$50.3K
Vontobel Holding Ltd.8.7K$309.1KNew
BANK OF MONTREAL /CAN/8.5K$301.8K$43.1KCut−$543.4K
Parallel Advisors, LLC8.47K$301K$37.9KAdded$73.4K
Patriot Financial Group Insurance Agency, LLC8.43K$299.4KNew
Crestwood Advisors Group, LLC8.14K$289K$41.3KAdded$40.4K
Pathstone Holdings, LLC8.08K$287K$40.9KAdded$41.2K
Robertson Stephens Wealth Management, LLC7.9K$280.6K$38.5KAdded$38.5K
Greykasell Wealth Strategies, Inc.7.53K$267.4K$38.2KAdded$38.2K
TOTH FINANCIAL ADVISORY CORP7.4K$262.8KNew
Union Bancaire Privee, UBP SA8.05K$261.2KNew
INDEPENDENT FINANCIAL GROUP, LLC7.03K$249.8KNew
Sequoia Financial Advisors, LLC6.91K$245.4K$35KAdded$35K
EP Wealth Advisors, LLC6.83K$242.6K$34.1KAdded$37.6K
SMART Wealth LLC6.81K$242KNew
Second Half Financial Partners, LLC6.8K$241.6K$34.5KAdded$22.1K
VIRTUE ASSET MANAGEMENT LLC6.7K$238.1KNew
SFI Advisors, LLC6.68K$237.5K$33.9KAdded$13.4K
Fidelity6.54K$232.4K$27.1KAdded$69.4K
Geneos Wealth Management Inc.6.49K$230.7K$32.9KAdded$10.1K
World Investment Advisors6.41K$227.5K$32.5KCut−$653.2K
Pioneer Family Office, LLC6.17K$219.2KNew
HARMONY ASSET MANAGEMENT LLC5.92K$210.5KNew
Essential Partners LLC5.91K$209.8K$29.9KAdded$29.9K
Summa Corp.5.76K$204.7KNew
HARBOUR INVESTMENTS, INC.5.73K$203.4K$3.08KAdded$185K
KEYBANK NATIONAL ASSOCIATION/OH5.72K$203KNew
Citadel5.7K$202.4K$28.9KCut−$23.8K
Logan Stone Capital, LLC5.67K$201.4KNew
Icahn Capital5.64K$200.5KNew
Triumph Capital Management5.37K$190.7K$27.2KAdded$14.5K
MAI Capital Management5.18K$184.1K$25.6KAdded$30.5K
Friedenthal Financial4.69K$166.6KNew
ExodusPoint Capital Management, LP4.3K$152.7KNew
Sound Income Strategies, LLC4.16K$148.2K$11KAdded$36K

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.