13F

Stock

Ishares Tr

Ticker not mapped · held by 174 managers

Reported value

$692.8M

Holders

174

+37 new · −24 exited

Holders’ est. mark

$59.8M

Price effect on 136 books still in the name

Largest holder

$73.3M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY1.86M$73.3M$10.1MAdded$5.12M
BANK OF AMERICA CORP /DE/1.79M$70.2M$7.71MAdded$22M
LPL Financial LLC1.72M$67.7M$3.29MAdded$47.1M
WELLS FARGO & COMPANY/MN1.64M$64.3M$1.18MAdded$56.9M
PINKERTON WEALTH, LLC1.75M$59.3M−$0Added$16.8M
CITIGROUP INC1.22M$47.8M$6.59MCut−$24.3M
Advisory Services Network, LLC410.1K$16.1M$768.5KAdded$11.3M
Zurich Insurance Group Ltd/FI405.3K$15.9M$2.14MCut−$202K
BNP PARIBAS FINANCIAL MARKETS394.4K$15.5M$2.14MCut−$6.38M
Independent Advisor Alliance371.6K$14.6MNew
GOLDMAN SACHS GROUP INC369.3K$14.5M$2MCut−$879.6K
RAYMOND JAMES FINANCIAL INC333.5K$13.1M$1.81MAdded$278.1K
ADVISORTRUST PARTNERS, LLC313.4K$12.3MNew
Equitable Holdings, Inc.289.8K$11.4M$377.1KAdded$9.04M
Orion Porfolio Solutions, LLC263.3K$10.4M$1.43MCut−$276K
ROYAL BANK OF CANADA262.8K$10.3M$1.42MAdded$130K
WealthCare Asset Management, LLC244.9K$9.63M$1.65MAdded$1.76M
RPS ADVISORY SOLUTIONS LLC227.1K$8.93M$1.23MCut−$13.9K
Summit Financial Consulting LLC222.5K$8.75M$1.21MAdded$1.01M
UBS Group AG183.1K$7.2M$992.2KCut−$428.7K
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND163.5K$6.43M$886.2KAdded$886.2K
OSAIC HOLDINGS, INC.145.6K$5.72M$789KAdded$108.9K
Cadent Capital Advisors, LLC135.9K$5.34MNew
ALTFEST L J & CO INC130.8K$5.14MNew
Three Seasons Wealth, LLC127.6K$5.02M$691.8KCut−$4.9M
Baker Avenue Asset Management, LP127.1K$5M$688.7KAdded$360.9K
VestGen Advisors, LLC111.6K$4.66M$734KAdded$1.49M
JANE STREET GROUP, LLC117.8K$4.63MNew
PGIM Custom Harvest LLC86.3K$3.39M$467.9KAdded$467.9K
TRUIST FINANCIAL CORP82.7K$3.25M$448.2KAdded$404.5K
CROBAN76.2K$2.99M$411.8KAdded$419.6K
JPMORGAN CHASE & CO77.1K$2.98M$289.2KAdded$886.2K
Empowered Funds, LLC74.5K$2.93MNew
Citadel73.6K$2.89M$77.2KAdded$2.41M
Destination Wealth Management69.1K$2.72M$374.5KAdded$299.6K
Steward Partners Investment Advisory, LLC62.5K$2.46M$95.3KAdded$1.86M
SUSQUEHANNA INTERNATIONAL GROUP, LLP59.1K$2.32M$320.4KCut−$1.26M
Financial Management Professionals, Inc.57.4K$2.26MNew
Sanctuary Advisors, LLC55.8K$2.2M$302.6KAdded$110.7K
Wagner Wealth Management, Corp54.4K$2.14M$257.3KAdded$528.8K
Concurrent Investment Advisors, LLC54K$2.13M$286.7KAdded$332K
Cetera Investment Advisers53.4K$2.1M$289.2KCut−$417K
CoreCap Advisors, LLC52.3K$2.06M$283.5KCut−$3.34M
BANK OF MONTREAL /CAN/45.2K$1.78M$245.2KCut−$190.2K
Balyasny Asset Management L.P.45.2K$1.78MNew
Merit Financial Group, LLC44.1K$1.73M$239.1KCut−$128K
ST GERMAIN D J CO INC43.6K$1.72M$236.4KAdded$226K
LEE JOHNSON CAPITAL MANAGEMENT, LLC42K$1.65MNew
Nikulski Financial, Inc.41.9K$1.65M$227.2KAdded$227.5K
HighTower Advisors, LLC39.6K$1.56M$214.6KAdded$214.1K
Rockefeller Capital Management L.P.38.7K$1.52M$128.8KAdded$716.2K
NBT BANK N A /NY37.4K$1.47M$202.5KAdded$202.4K
Mariner, LLC36.1K$1.42M$195.6KAdded$146.3K
Corient Private Wealth LLC35.5K$1.4M$192.6KAdded$192.6K
STIFEL FINANCIAL CORP33.1K$1.3M$176.6KAdded$198.6K
Lakeshore Capital Group, Inc.30.6K$1.2M$165.9KAdded$155.7K
Quadrature Capital Ltd28.8K$1.13MNew
Kesler, Norman & Wride, LLC28.1K$1.1M$152.1KCut−$94.7K
SHP Wealth Management27.5K$1.08M$110KAdded$392K
Koshinski Asset Management, Inc.26.6K$1.05M$144KAdded$144.1K
CAPTRUST FINANCIAL ADVISORS26.3K$1.03MNew
WESPAC Advisors, LLC26.1K$1.03M$141.5KCut−$1.19M
Buck Wealth Strategies, LLC24.7K$972K$134KAdded$45.9K
GeoWealth Management, LLC24.5K$965.1KNew
HARMONY ASSET MANAGEMENT LLC24.4K$961K$132.5KAdded$31.5K
JONES FINANCIAL COMPANIES LLLP24.3K$959.6K$101.8KAdded$340K
Rothschild Wealth LLC23.4K$921.7KNew
Retirement Planning Group, LLC22.8K$898.4K$114.6KAdded$181.7K
MML INVESTORS SERVICES, LLC22.7K$894.4K$123.3KAdded$42.4K
KKM Financial LLC26.2K$887.2K$0Held
IMC-Chicago, LLC22.1K$870.4KNew
COMMONWEALTH EQUITY SERVICES, LLC21.2K$834.5K$115KCut−$745.4K
Pathstone Holdings, LLC20.8K$816.4K$112.5KAdded$112.5K
APS Management Group, Inc.20.7K$815.1K$112.4KAdded$72.3K
Clear Creek Financial Management, LLC19.6K$771.1K$106.3KCut−$91.7K
Integrated Wealth Concepts LLC19.4K$763.2KNew
Ausdal Financial Partners, Inc.19K$748.6K$103.2KAdded$80.5K
Avior Wealth Management, LLC18.5K$726.1KNew
ENVESTNET ASSET MANAGEMENT INC18.2K$716.7K$98.8KCut−$1.67M
Lifestyle Asset Management, Inc.18.1K$712.2K$98.2KCut−$2.79M
Synergy Asset Management, LLC17.4K$682.8K$32.8KAdded$477.9K
AMERIPRISE FINANCIAL INC16.7K$657.1K$90.6KAdded$67.3K
FIFTH THIRD BANCORP16K$627.5KNew
Astoria Portfolio Advisors LLC.15.1K$627.3K$36.2KCut−$213.8K
Snowden Capital Advisors LLC15.1K$593.5K$81.3KAdded$84.9K
Private Advisor Group, LLC14.6K$573K$79KCut−$157.6K
Atria Investments, Inc14.1K$555.9K$76.6KAdded$68.5K
SHERMAN PORFOLIOS, LLC13.8K$544.1K$75KCut−$18.2M
Prospera Financial Services Inc13K$509.3KNew
Stratos Investment Management, LLC12.7K$497.9K$59.7KAdded$124.4K
Fisher Asset Management, LLC12K$472.9KNew
Midwest Trust Co11.7K$458.9K$63.3KAdded$63.3K
Beacon Pointe Advisors, LLC11.4K$450.1K$62KAdded$37.2K
Sunbelt Securities, Inc.10.9K$429.1K$2.88KAdded$411.1K
Greenspring Advisors, LLC10.9K$427.1K$58.9KAdded$58.9K
Apollon Wealth Management, LLC10.8K$424.6K$58.5KCut−$125.5K
AE Wealth Management LLC10.7K$420.8K$58KCut−$6.13M
INDEPENDENT FINANCIAL GROUP, LLC10.6K$418.1K$57.6KCut−$1.68M
COMMERCE BANK10.6K$417.6K$57.6KAdded$57.6K
Kovack Advisors, Inc.10.3K$405.3K$57.2KCut−$42.3K
Strengthening Families & Communities, LLC10.1K$397.8KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9.98K$392.6K$53.8KAdded$55.6K
Capital Investment Advisors, LLC9.73K$382.4K$52.7KAdded$52.8K
DAVENPORT & Co LLC9.39K$369.3K$50.9KAdded$34.9K
BLAIR WILLIAM & CO/IL8.76K$344.3K$47.3KAdded$48.3K
Hexagon Capital Partners LLC8.6K$338.2KNew
Mezzasalma Advisors, LLC8.54K$335.7K$45.3KAdded$46K
CHICAGO TRUST Co NA8.51K$334.8K$46.1KAdded$46.1K
Williams & Novak, LLC8.37K$330.2K$46.6KAdded$12.7K
Genesee Capital Advisors, LLC8.37K$329.2KNew
Quantinno Capital Management LP8.23K$323.8KNew
Narus Financial Partners, LLC7.98K$313.7K$43.2KAdded$43.2K
Vigil Wealth Management, LLC7.67K$301.5K$41.6KAdded$41.6K
Arkadios Wealth Advisors7.3K$287KNew
Wakefield Asset Management LLLP7.28K$286.3KNew
Y-Intercept (Hong Kong) Ltd7.16K$281.5K$38.8KCut−$30.9K
Advanced Asset Management Advisors Inc6.68K$262.8K$35.8KAdded$38.9K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors6.53K$256.6K$35.4KCut−$5.45K
HARBOUR INVESTMENTS, INC.6.48K$254.8K$35.1KCut−$392.4K
Freestone Capital Holdings, LLC5.97K$234.6K$32.3KAdded$24.7K
PACIFIC FINANCIAL GROUP INC5.65K$222.1KNew
Mutual Advisors, LLC5.38K$211.6KNew
JOHNSON INVESTMENT COUNSEL INC5.21K$204.9KNew
Mirae Asset Global Investments Co., Ltd.4K$157.3K$21.7KCut−$5.44K
Fidelity3.98K$156.4K$18.6KAdded$40.1K
SIMPLEX TRADING, LLC3.29K$129.2KNew
CWM, LLC3.28K$129K$104.4KAdded$128.9K
AlphaCore Capital LLC3.05K$120K$16.6KCut−$98.8K
MAI Capital Management3K$118.1K$16.3KAdded$16.3K
Farther Finance Advisors, LLC2.68K$105.6K$14.9KCut−$81K
Federation des caisses Desjardins du Quebec2.52K$98.9K$12.4KAdded$21.4K
Global Trust Asset Management, LLC2.47K$97.1KNew
NATIONAL BANK OF CANADA /FI/2.45K$96.3K$9.59KAdded$36.3K
Strategic Wealth Partners, Ltd.1.7K$66.8K$9.21KAdded$9.21K
BlackRock, Inc.1.64K$64.6K$8.91KAdded$8.91K
Allworth Financial LP1.5K$59K$8.11KAdded$8.19K
Western Wealth Management, LLC856$33.6KNew
Gen-Wealth Partners Inc840$33K$4.54KAdded$4.66K
Smartleaf Asset Management LLC660$25.5K$3KAdded$2.53K
Curat Global, LLC526$20.7K$2.85KAdded$2.85K
PNC Financial Services Group, Inc.500$19.7K$2.71KAdded$2.71K
PRIVATE TRUST CO NA500$19.7K$2.71KAdded$2.71K
Migdal Insurance & Financial Holdings Ltd.495$19.5K$19.4KAdded$19.4K
Godfrey Financial Associates, Inc.425$16.7K$2.3KAdded$1.46K
Cambridge Investment Research Advisors, Inc.341.8K$13.4K$1.85KCut−$6.39K
Capital Advisor Network LLC303$11.9KHeld
Moisand Fitzgerald Tamayo, LLC300$11.8K$1.63KAdded$1.63K
OAKWORTH CAPITAL, INC.300$11.8K$1.63KAdded$1.63K
MTM Investment Management, LLC270$10.6K$1.46KAdded$1.46K
Missouri Trust & Investment Co250$9.83KNew
SOUTH PLAINS FINANCIAL, INC.215$8.45K$1.16KAdded$1.17K
Arax Advisory Partners204$8.02K$1.11KCut−$4.05K
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$5.9K$813Added$813
O'SHAUGHNESSY ASSET MANAGEMENT, LLC128$5.03K$477Added$2.05K
HUNTINGTON NATIONAL BANK127$4.99K$688Added$688
Synergy Investment Management, LLC125$4.92KNew
Princeton Global Asset Management LLC125$4.92KNew
ASSETMARK, INC115$4.52K$623Cut−$9.45K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC100$3.93KNew
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC91$3.59K$507Added$507
Capital Investment Advisory Services, LLC80$3.15K$434Added$434
EVERMAY WEALTH MANAGEMENT LLC74$2.91K$319Added$909
Fortis Group Advisors, LLC45$1.77K$244Added$244
WHITTIER TRUST CO37$1.5K$229Added$229
Mountain Hill Investment Partners Corp.33$1.3K$184Added$184
FLOW TRADERS U.S. LLC27.4K$1.08KNew
Insight Inv LLC27$1.06K$93Added$486
IFP Advisors, Inc23$904$124Added$124
Ritter Daniher Financial Advisory LLC / DE17$669$92Added$92
CX Institutional14.1K$556$54Added$221
GSA CAPITAL PARTNERS LLP7.54K$296$41Cut−$28
Rossby Financial, LCC3$118New
Triumph Capital Management2$79$11Added$11
Farmers & Merchants Trust Co of Chambersburg PA150$6$1Added$1

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.