13F

Stock

Ishares Tr

Ticker not mapped · held by 265 managers

Reported value

$717.7M

Holders

265

+48 new · −34 exited

Holders’ est. mark

$13.7M

Price effect on 206 books still in the name

Largest holder

$71.3M

1832 Asset Management L.P.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
1832 Asset Management L.P.446.9K$71.3M$853.6KCut−$65.8K
WHITTIER TRUST CO323.9K$52.9M$90.4KAdded$33.3M
GOLDMAN SACHS GROUP INC319K$50.9M$597.8KAdded$1.56M
BANK OF AMERICA CORP /DE/235.2K$37.5M$406.4KAdded$3.98M
Corient Private Wealth LLC172K$27.5M$328.5KCut−$562.4K
WHITTIER TRUST CO OF NEVADA INC164.7K$26.9M$52.7KAdded$15.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management140.7K$22.5M$268.8KCut−$575.3K
MORGAN STANLEY123.2K$19.7M$126KAdded$9.26M
WELLS FARGO & COMPANY/MN121.5K$19.4M$185.1KAdded$4.11M
Chicago Partners Investment Group LLC99.6K$18M$837.3KAdded$1.6M
BANK OF MONTREAL /CAN/111.1K$17.7M$212.1KCut−$284.8K
Cetera Investment Advisers108.2K$17.3M$180.9KAdded$2.34M
LPL Financial LLC107K$17.1M$204.5KCut−$581.5K
HALBERT HARGROVE GLOBAL ADVISORS, LLC85K$13.6M$162.3KCut−$192.5K
WELLINGTON MANAGEMENT GROUP LLP76.3K$12.2MNew
SACHEM HILL LLC60.4K$9.65M$115.5KAdded$23.1K
ENVESTNET ASSET MANAGEMENT INC56.7K$9.05M$108.4KCut−$160.4K
ARKANSAS FINANCIAL GROUP, INC.51.3K$8.64M$547.3KAdded$331.9K
Creative Planning53.1K$8.47M$101.4KAdded$103.1K
UBS Group AG49.8K$7.95M$95.2KCut−$875.9K
Baker Avenue Asset Management, LP48K$7.67M$3.91KAdded$7.35M
SMITH, MOORE & CO.47.6K$7.59M$90.9KAdded$80.3K
Frank, Rimerman Advisors LLC47.2K$7.53M$90.1KCut−$161.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP45.2K$7.21M$13.1KAdded$6.13M
Merit Financial Group, LLC43.1K$6.87MNew
RAYMOND JAMES FINANCIAL INC42K$6.71M$60.3KAdded$1.73M
Alesco Advisors LLC41.8K$6.67M$79.9KCut−$179.9K
DUMONT & BLAKE INVESTMENT ADVISORS LLC38.9K$6.21M$6.21MAdded$6.21M
NORDEN GROUP LLC38.6K$6.17M$73.9KCut−$1.08M
JPMORGAN CHASE & CO38.9K$5.96M−$170.7KCut−$208.9K
Citadel36.1K$5.76MNew
Michelson Medical Research Foundation, Inc.35.4K$5.65M$67.6KAdded$67.6K
ROYAL BANK OF CANADA32.7K$5.21M$58KAdded$455K
Finley Financial, LLC32.3K$5.15M$61.6KAdded$30.1K
Heck Capital Advisors, LLC31.7K$5.07MNew
FIL Ltd31.3K$4.99M$59.7KCut−$4.67M
JOHNSON INVESTMENT COUNSEL INC26.5K$4.22M$48.9KAdded$189.5K
Piedmont Capital Management, LLC23.9K$3.91MNew
TABR Capital Management, LLC24.5K$3.9M$46.7KCut−$14.8M
WealthShield Partners, LLC23.1K$3.68M$43.2KAdded$113.7K
Regal Investment Advisors LLC21.7K$3.46M$41.4KAdded$41.6K
JANE STREET GROUP, LLC21.6K$3.44MNew
Noble Family Wealth, LLC21K$3.35M$40.1KCut−$11.8K
Institute for Wealth Management, LLC.20K$3.2M$38.3KAdded$32.9K
OSAIC HOLDINGS, INC.19.6K$3.13M$37.4KAdded$80.2K
STEPHENS INC /AR/19K$3.04M$36.4KAdded$36.4K
CAMELOT TECHNOLOGY ADVISORS, INC.18.8K$3M$35.8KAdded$45.7K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18.2K$2.91M$31.7KAdded$294.5K
WEBER CAPITAL MANAGEMENT LLC /ADV18K$2.87M$34.3KAdded$34.3K
Texas Yale Capital Corp.17.9K$2.86M$34.2KAdded$10.5K
HighTower Advisors, LLC17.8K$2.83M$24.6KAdded$799K
Kendall Capital Management17.4K$2.78M$32.8KAdded$66.5K
COMMONWEALTH EQUITY SERVICES, LLC17K$2.72M$32.7KAdded$15K
Efficient Advisors, LLC16K$2.55M$30.6KCut−$201K
CAPSTONE WEALTH MANAGEMENT GROUP, LLC14.9K$2.38MNew
M1 Capital Management LLC14.6K$2.32M$27.8KCut−$90.9K
Evanson Asset Management, LLC14.3K$2.28M$27.2KAdded$28.3K
Indiana Trust & Investment Management Co13.8K$2.21M$26.4KAdded$26.4K
Beacon Pointe Advisors, LLC12.8K$2.04M$24.3KCut−$495.4K
Rockbridge Investment Management, LCC12.7K$2.02M$24.2KCut−$75.9K
JONES FINANCIAL COMPANIES LLLP12.7K$1.99M−$11.4KAdded$324.9K
FOUNDATIONS INVESTMENT ADVISORS, LLC12.2K$1.95M$12KAdded$959.3K
Genesis Financial Group, LLC11.3K$1.8M$8.36KAdded$1.11M
Endowment Wealth Management, Inc.11.1K$1.77M$20KAdded$115.9K
GHP Investment Advisors, Inc.10.9K$1.75M$20.7KAdded$21.5K
CERTUITY, LLC10K$1.6M$19.1KAdded$16.9K
Level Financial Advisors9.93K$1.59M$19KAdded$16.4K
JAMES INVESTMENT RESEARCH, INC.9.4K$1.5M$18KAdded$18K
Robinson Value Management, Ltd.9.27K$1.48MNew
Lido Advisors, LLC8.96K$1.43M$56KAdded$488.2K
Moisand Fitzgerald Tamayo, LLC8.92K$1.42M$17KAdded$17K
Icahn Capital8.27K$1.32M$13.8KAdded$173K
Focus Partners Wealth8.2K$1.31M$14.2KAdded$137.1K
CONNORS INVESTOR SERVICES INC7.97K$1.27MNew
Physician Wealth Advisors, Inc.7.74K$1.24M$14.8KCut−$13.1K
Quantinno Capital Management LP7.42K$1.18M$10.6KAdded$318.8K
Mariner, LLC6.95K$1.11M$13.2KAdded$18.6K
Modera Wealth Management, LLC6.51K$1.04M$12.4KAdded$12.4K
Haven Private, LLC6.07K$969.2K$11.6KAdded$11.6K
Kestra Advisory Services, LLC5.89K$939.6K$11.2KCut−$22.9K
Simplicity Wealth,LLC5.67K$904.8KNew
Jackson, Grant Investment Advisers, Inc.5.53K$883.3K$10.6KAdded$11.6K
CAPTRUST FINANCIAL ADVISORS5.44K$867.6K$10.4KCut−$34.7K
Discipline Wealth Solutions, LLC5.28K$843.3K$10.2KAdded$4.37K
CCG WEALTH MANAGEMENT, LLC5.28K$842.6KNew
WESCAP Management Group, Inc.5.23K$835.4K$10KAdded$10K
ECLECTIC ASSOCIATES INC /ADV5.07K$809.4K$6.25KAdded$293.1K
VISTA CAPITAL PARTNERS, INC.4.99K$796.9K$9.54KAdded$9.54K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.9K$796.6K$507Cut−$274.2K
Ellis Investment Partners, LLC4.97K$793.8K$9.5KCut−$51.7K
Forefront Wealth Partners, LLC4.77K$761.2K$4.98KAdded$350.1K
Capital Investment Advisors, LLC4.76K$760.4K$9.16KAdded$6.01K
Allworth Financial LP4.68K$746.5K$8.95KAdded$8.96K
KENNEDY CAPITAL MANAGEMENT LLC4.54K$724.2KNew
Acropolis Investment Management, LLC4.49K$715.9K$8.57KAdded$8.57K
Mutual Advisors, LLC4.41K$704.5K$6.65KAdded$155.1K
Fidelity4.36K$695.4K$7.98KAdded$34K
Clear Creek Financial Management, LLC4.27K$681.9K$8.16KCut−$1.62K
Legacy Financial Group LLC4.26K$680K−$31.6KCut−$31.4K
GTS SECURITIES LLC4.14K$660.8KNew
Brand Asset Management Group, Inc.4.12K$657K$7.86KAdded$7.86K
Peoples Bank/KS4K$638.4K$7.64KAdded$7.64K
SFI Advisors, LLC3.97K$633.8K$7.58KCut−$615.8K
MERCER GLOBAL ADVISORS INC /ADV3.93K$627.1K$7.46KAdded$8.26K
SENTINEL WEALTH MANAGEMENT, INC.3.81K$608.9K$7.29KAdded$7.29K
FOUNDERS FINANCIAL SECURITIES LLC3.39K$576.7K$42.5KAdded$40.2K
Steward Partners Investment Advisory, LLC3.52K$561.2K$736Added$497K
Urban Financial Advisory Corp3.45K$550.3K$6.6KCut−$62.8K
Biltmore Family Office, LLC3.4K$542.5K$6.49KCut−$89.7K
KEYBANK NATIONAL ASSOCIATION/OH3.38K$539K$6.45KCut−$43.2K
NTV Asset Management LLC3.16K$504.4K$6.04KCut−$17.6K
Next Capital Management LLC3.12K$498.5K$5.96KAdded$5.96K
BAILARD, INC.3.12K$498.1K$5.96KCut−$246.4K
SAGE RHINO CAPITAL LLC3.08K$490.8K$3.2KAdded$229.4K
MML INVESTORS SERVICES, LLC3.07K$489.9K$5.92KCut−$506.7K
Focus Financial Network, Inc.3.03K$483.7K$5.78KCut−$73.1K
Focus Partners Advisor Solutions, LLC3.02K$481.3K$5.76KAdded$5.76K
Ancora Advisors LLC3K$479.3K$5.74KAdded$5.74K
Archer Investment Management, LLC3K$478K$5.65KCut−$810.2K
Tortoise Investment Management, LLC2.97K$473.9K$5.67KAdded$5.67K
First Western Trust Bank2.95K$470.4K$5.63KAdded$5.63K
FAMILY WEALTH PARTNERS, LLC2.84K$452.8K$5.42KAdded$5.42K
CARDIFF PARK ADVISORS, LLC2.77K$442.6K$5.3KAdded$5.3K
Integrated Wealth Concepts LLC2.77K$442.4K$2.55KAdded$228.5K
Mullaney, Keating & Wright, Inc.2.71K$431.9K$3.59KAdded$132.9K
Legacy Advisors, LLC2.67K$425.7K$5.09KAdded$5.09K
Meridian Wealth Management, LLC2.6K$415KNew
Equitable Holdings, Inc.2.55K$402.6KNew
GARRISON POINT ADVISORS, LLC2.5K$399K$4.78KCut−$9.42K
Beaird Harris Wealth Management, LLC2.43K$387.5K$4.64KAdded$4.64K
Crusonia Wealth Advisors LLC2.4K$382.5K$4.55KAdded$4.71K
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC2.35K$374.6KHeld
BlackRock, Inc.2.29K$365.7KNew
KFA Private Wealth Group, LLC2.29K$365K$4.37KAdded$4.37K
Robertson Stephens Wealth Management, LLC2.25K$359.9K$4.05KAdded$14.3K
Farther Finance Advisors, LLC2.21K$354.1K$6.44KCut−$1.29K
NATIONAL BANK OF CANADA /FI/2.2K$351.6K$4.27KCut−$47.1K
Spire Wealth Management2.11K$336.7K$4.03KAdded$4.03K
Bank of New York Mellon Corp2.09K$333.8K$4.08KCut−$41.6K
World Investment Advisors2.08K$331.2K$3.92KAdded$7.91K
Compass Ion Advisors, LLC2.07K$331.1K$3.96KCut−$46.5K
CLUNE & ASSOCIATES, LTD.2.05K$327.3K$3.73KAdded$18.7K
BURKE & HERBERT BANK & TRUST CO2.05K$327.2K$3.92KAdded$3.92K
SILVERCREST ASSET MANAGEMENT GROUP LLC2.05K$327.2K$3.92KCut−$15.8K
DOLIVER ADVISORS, LP2.01K$320.7K$3.84KCut−$5K
Sanctuary Advisors, LLC2K$319.2K$3.82KCut−$3.91K
Aspen Grove Capital, LLC1.96K$312.7K$3.75KAdded$3.75K
Joel Isaacson & Co., LLC1.93K$307.9K$3.49KAdded$19.9K
BROWN ADVISORY INC1.9K$302.9K$3.62KAdded$3.63K
Tilson Financial Group, Inc.1.87K$299K$3.55KAdded$3.87K
Joseph P. Lucia & Associates, LLC1.86K$297.7K$3.56KAdded$3.56K
XML Financial, LLC1.84K$293.3KNew
Comprehensive Money Management Services LLC1.77K$283.3K$3.39KAdded$3.39K
STIFEL FINANCIAL CORP1.77K$282.2K$2.53KAdded$70.8K
Wilson & Boucher Capital Management, LLC1.73K$275.3K$3.29KAdded$3.29K
Crescent Grove Advisors, LLC1.72K$273.9K$3.28KCut−$55.7K
BNP PARIBAS FINANCIAL MARKETS1.66K$264.6KNew
Forum Financial Management, LP1.65K$262.6K$3.16KAdded$3.16K
Wealthspire Advisors, LLC1.64K$262.4K$3.14KAdded$3.3K
SIMPLEX TRADING, LLC1.63K$259.4K$2.35KAdded$64.9K
FIRST HORIZON CORP1.59K$254.6K$3.05KCut−$64K
IHT Wealth Management, LLC1.56K$248.5K$2.7KAdded$26.8K
CoreCap Advisors, LLC1.55K$248.3K$3.13KCut−$17.4K
CIBC Bancorp USA Inc.1.54K$245.2KHeld
Cassaday & Co Wealth Management LLC1.51K$241.5K$2.89KAdded$2.89K
Gradient Capital Advisors, LLC1.51K$241K$2.88KAdded$2.88K
American Investment Services, Inc.1.49K$238.1K$2.85KAdded$2.85K
Portland Global Advisors LLC1.47K$234.6K$2.81KCut−$44.5K
Integrated Advisors Network LLC1.46K$232.4K$2.78KCut−$7K
EAGLE GLOBAL ADVISORS LLC1.45K$231.4K$2.77KAdded$2.77K
NVWM, LLC1.39K$221.7K$2.65KCut−$397.1K
Summit Financial, LLC1.38K$220.6K$2.66KAdded$2.98K
William Allan Corp1.38K$219.6K$2.51KAdded$2.83K
BASSO CAPITAL MANAGEMENT, L.P.1.38K$219.5KNew
Kingsview Wealth Management, LLC1.37K$218.9K$2.58KCut−$6.42M
Cerity Partners LLC1.37K$218.3K$2.4KAdded$8.94K
Arkadios Wealth Advisors1.33K$212.5KNew
Perigon Wealth Management, LLC1.31K$208.8K$2.5KAdded$2.5K
BROWN BROTHERS HARRIMAN & CO1.31K$208.6K$2.5KAdded$2.5K
American Money Management, LLC1.3K$207.5K$2.48KAdded$2.48K
One Capital Management, LLC1.3K$207.4K$2.43KCut−$2.3K
Capital Asset Managemnet, LLC1.28K$204.8K$2.45KAdded$2.45K
Ballentine Capital Advisors, Inc1.26K$201.5KNew
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1.26K$201.1K$2.61KAdded$2.77K
Berkeley, Inc1.25K$200.2KNew
Cornerstone Financial Management LLC1.16K$185.5K$2.25KCut−$23.9K
Allspring Global Investments Holdings, LLC951$154.2KNew
PNC Financial Services Group, Inc.891$142.2K$1.7KCut−$8.23K
Rockefeller Capital Management L.P.842$134.4K$1.61KCut−$22K
MAI Capital Management831$132.6K$1.59KCut−$22.1K
Parallel Advisors, LLC825$131.7K$1.58KAdded$1.57K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO803$128.2K$185Added$112.9K
Geneos Wealth Management Inc.754$120.3K$1.44KCut−$1.95M
Aptus Capital Advisors, LLC730$116.5K$1.39KAdded$1.39K
HORIZON KINETICS ASSET MANAGEMENT LLC690$110.1KNew
GODSEY & GIBB, INC676$107.9K$1.29KAdded$1.29K
Ares Financial Consulting, LLC668$107.2K$1.93KAdded$2.09K
Russell Investments Group, Ltd.659$105.3K$1.26KAdded$1.42K
GUARDIAN WEALTH ADVISORS, LLC / NC640$102.2KNew
MATHER GROUP, LLC.639$101.9KNew
IFP Advisors, Inc631$100.7K$1.21KCut−$71.2K
Copia Wealth Management569$90.8KNew
FRANKLIN RESOURCES INC555$88.6K$1.06KAdded$1.06K
Advisory Services Network, LLC543$86.7KNew
Keating Financial Advisory Services, Inc.534$85.2K$1.02KCut−$198.8K
TopTier Wealth Management, LLC500$79.8KNew
AMERIFLEX GROUP, INC.485$77.4K$926Added$926
Arax Advisory Partners407$64.9K$765Cut−$61.8K
EVERMAY WEALTH MANAGEMENT LLC406$64.8K$775Added$775
Federation des caisses Desjardins du Quebec400$63.8K$764Added$764
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.398$63.5K$701Added$5.65K
FIFTH THIRD BANCORP392$62.6K$57Added$57.8K
Asset Dedication, LLC380$60.7K$725Added$410
BLAIR WILLIAM & CO/IL355$56.7K$678Added$678
CWM, LLC305$48.6K$47.8KAdded$48.6K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC304$48.5KNew
Godfrey Financial Associates, Inc.290$46.3K$554Added$554
HARBOUR INVESTMENTS, INC.284$45.3K$542Added$542
AMERICAN NATIONAL BANK & TRUST259$41.3K$494Added$494
SIGNATUREFD, LLC253$40.5K$352Added$13.1K
PRIVATE TRUST CO NA250$39.9KNew
Synergy Investment Management, LLC233$37.2KNew
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC200$32.1K$578Added$578
1015 Capital Partners, LLC180$28.7K$344Cut−$2.81K
US BANCORP \DE\170$27.1KNew
HARBOR INVESTMENT ADVISORY, LLC170$27.1K$76Added$20.8K
BARTLETT & CO. WEALTH MANAGEMENT LLC143$26K$3.49KAdded$3.49K
Dunhill Financial, LLC150$23.9KNew
AE Wealth Management LLC146$23.3K$2Added$23.1K
Atlantic Union Bankshares Corp142$22.7K$272Added$272
Capital Investment Advisory Services, LLC136$21.7K$260Cut−$3.68K
Frazier Financial Advisors, LLC134$21.4K$256Cut−$10.5K
BEACON INVESTMENT ADVISORY SERVICES, INC.100$16KNew
MassMutual Private Wealth & Trust, FSB100$16KNew
DHJJ Financial Advisors, Ltd.89$14.2K$170Added$170
Sound Income Strategies, LLC86$13.8K−$879Cut−$879
Clearstead Advisors, LLC79$12.6K$151Added$151
Pacific Center for Financial Services79$12.6K$831Added$831
SENTINEL TRUST CO LBA68.1K$10.9K$101Added$2.52K
ASSETMARK, INC65$10.4K$90Added$2.96K
Richard W. Paul & Associates, LLC55$8.78K$105Added$105
PARK AVENUE SECURITIES LLC49.4K$7.89KNew
Western Wealth Management, LLC44$7.02KNew
Tradewinds Capital Management, LLC42$6.68K$91Added$91
SALEM INVESTMENT COUNSELORS INC35$5.59KNew
Horizon Investments, LLC34$5.43KNew
Cambridge Investment Research Advisors, Inc.28.4K$4.54K$39Added$1.29K
Mosley Wealth Management27$4.03KNew
Triumph Capital Management19$3.1K$42Added$42
Glass Jacobson Investment Advisors llc18$2.81KNew

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.