13F

Stock

Ishares Tr

Ticker not mapped · held by 223 managers

Reported value

$1.87B

Holders

223

+37 new · −31 exited

Holders’ est. mark

−$117.7M

Price effect on 183 books still in the name

Largest holder

$702.5M

Fisher Asset Management, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Fisher Asset Management, LLC20.2M$702.5M−$45.2MCut−$670.5M
JPMORGAN CHASE & CO10.6M$353.6M−$26.6MAdded$84M
MORGAN STANLEY5.44M$189.5M−$12.2MCut−$12.8M
1607 Capital Partners, LLC3.07M$107.1M−$6.88MCut−$34M
VICTORY CAPITAL MANAGEMENT INC1.71M$59.6M−$3.04MAdded$9.26M
RiverFront Investment Group, LLC1.29M$44.8M−$2.68MAdded$339.8K
ENVESTNET ASSET MANAGEMENT INC1.16M$40.4M−$2.6MCut−$8.29M
OSAIC HOLDINGS, INC.895.8K$31.2M−$1.96MCut−$1.21M
JANE STREET GROUP, LLC808.7K$28.2M−$230.4KAdded$24.4M
ROYAL BANK OF CANADA678K$23.6M−$1.52MCut−$1.87M
LPL Financial LLC648K$22.6M−$1.4MCut−$584.9K
Azimuth Capital Investment Management LLC597.7K$20.8M−$1.33MCut−$1.12M
GOLDMAN SACHS GROUP INC467.7K$16.3M−$969.1KAdded$253.9K
RAYMOND JAMES FINANCIAL INC450.3K$15.7M−$1MCut−$905.1K
Unisphere Establishment441.5K$15.4M−$989KCut−$2.31M
SIG BROKERAGE, LP390K$13.6MNew
UBS Group AG317.8K$11.1M−$422.2KAdded$4.08M
Riggs Asset Managment Co. Inc.260.4K$9.07M−$583.3KCut−$629.5K
BANK OF AMERICA CORP /DE/258.5K$9.01M−$579.1KCut−$10.6M
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.227.7K$7.89M−$576.7KCut−$6.01M
ANDERSON HOAGLAND & CO151.5K$5.28M−$168.1KAdded$2.5M
Bank Julius Baer & Co. Ltd, Zurich146.9K$5.12M−$14.7KAdded$4.88M
Westview Management dba Westview Investment Advisors145.3K$5.07M−$325.6KCut−$725.9K
Qube Research & Technologies Ltd142.5K$4.96M−$319.1KCut−$3.27M
WELLS FARGO & COMPANY/MN138.2K$4.81M−$186.1KAdded$1.73M
HighTower Advisors, LLC127.1K$4.43M−$172.3KAdded$1.58M
Arlington Capital Management, Inc.124.1K$4.33M−$278KCut−$337.1K
Mirae Asset Global Investments Co., Ltd.120K$4.18M−$268.8KCut−$42.2M
Viewpoint Capital Management LLC115.6K$4.03M−$259KCut−$683.6K
Waterfront Wealth Inc.114.4K$3.99M−$346.6KCut−$249.3K
MML INVESTORS SERVICES, LLC108.4K$3.78M−$242.7KCut−$1.96M
Ameliora Wealth Management Ltd.107.6K$3.75M−$160.8KAdded$1.09M
North Star Investment Management Corp.100.2K$3.49M−$224.6KCut−$1.52M
Evergreen Private Wealth LLC97K$3.38M−$213.9KCut−$159.6K
Spruce Point Capital Management, LLC94K$3.28M−$210.6KCut−$707.6K
Fidelity90K$3.14M−$193.5KCut−$67K
D. E. Shaw & Co., Inc.86.5K$3.01M−$46.3KAdded$2.25M
JONES FINANCIAL COMPANIES LLLP87.8K$2.92M−$263.3KAdded$370.1K
Marathon Trading Investment Management LLC74K$2.58MNew
Baird Financial Group, Inc.73.9K$2.58M−$165.6KCut−$192.9K
SUSQUEHANNA INTERNATIONAL GROUP, LLP73.3K$2.55M−$56.9KAdded$1.61M
DRW Securities, LLC71.7K$2.5MNew
EXENCIAL WEALTH ADVISORS, LLC71.3K$2.49MNew
TRUIST FINANCIAL CORP70.8K$2.47M−$158.5KCut−$169.9K
Squarepoint Ops LLC69.7K$2.43MNew
Sanctuary Advisors, LLC67.7K$2.36M−$143.6KCut−$18.5K
Prospera Financial Services Inc62.6K$2.18M−$140.1KCut−$431.6K
AMERIPRISE FINANCIAL INC57.5K$2M−$128.8KCut−$675.9K
Aspen Grove Capital, LLC53.6K$1.87M−$120.1KCut−$3.51M
Alaska Wealth Advisors, LLC49.8K$1.73M−$111.5KCut−$1.96M
Creative Planning45.6K$1.59M−$102.2KCut−$203.9K
Parkway Wealth Management Group, LLC42K$1.56M$5.45KCut−$32.6M
STIFEL FINANCIAL CORP41.7K$1.45M−$93.4KCut−$196K
Bright Futures Wealth Management, LLC.41.5K$1.45MNew
Equitable Holdings, Inc.38.3K$1.42M$0Added$12.4K
BANK OF MONTREAL /CAN/38.9K$1.36M−$87.2KCut−$121.8K
Steward Partners Investment Advisory, LLC36.2K$1.26M−$76.5KCut−$4.27K
Transamerica Financial Advisors, LLC32.9K$1.15M−$73.7KCut−$237.8K
World Investment Advisors32.7K$1.14M−$73.2KCut−$106.4K
&PARTNERS31.3K$1.09M−$67.9KCut−$28.2K
BANK OF NOVA SCOTIA31K$1.08MNew
CAPTRUST FINANCIAL ADVISORS29.6K$1.03M−$64.9KCut−$41.9K
FIFTH THIRD BANCORP29.2K$1.02MNew
ASSETMARK, INC28.1K$978.7K−$62.9KCut−$241.2K
Ethos Financial Group, LLC27.7K$964.5K−$44.8KAdded$223.5K
DAVENPORT & Co LLC25.8K$898.2K−$57.7KCut−$70.9K
Advocate Investing Services LLC25.7K$897K−$57.7KCut−$57.7K
HSBC HOLDINGS PLC24.5K$854.2K−$48.3KAdded$54.5K
CARY STREET PARTNERS FINANCIAL LLC23.8K$827.7K−$53.2KCut−$53.2K
Mariner, LLC22.3K$775.8K−$47.2KCut−$5.62K
GTS SECURITIES LLC21.4K$747K−$14.5KAdded$507.2K
COMMONWEALTH EQUITY SERVICES, LLC21.4K$745.8K−$41KAdded$67.3K
Strait & Sound Wealth Management LLC17.8K$620.6K−$38.7KCut−$19.4K
Cetera Investment Advisers17.2K$598K−$38.4KCut−$2.88M
Kestra Advisory Services, LLC16.8K$584.6K−$15.9KAdded$322.1K
SIMPLEX TRADING, LLC16.7K$583.7K−$37.5KCut−$709.9K
Savant Capital, LLC15.8K$549.6K−$29.8KAdded$56.9K
Rockefeller Capital Management L.P.15.2K$531.4K−$34.2KCut−$196.6K
HARMONY ASSET MANAGEMENT LLC15K$523.3K−$33.6KCut−$52.7K
Farther Finance Advisors, LLC14.7K$522.1K−$13.7KAdded$194.8K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14.8K$520.3K−$33.2KCut−$344K
RWA WEALTH PARTNERS, LLC14K$487.9K−$31.4KCut−$31.7K
CALTON & ASSOCIATES, INC.14K$486.8K−$31.3KCut−$106.7K
Lido Advisors, LLC13.9K$484.1K−$3.7KAdded$231.8K
17 CAPITAL PARTNERS, LLC13.9K$483K−$27.6KAdded$26.4K
HB Wealth Management, LLC13.8K$482.5K−$29.9KCut−$12K
NORTHERN TRUST CORP13.8K$481.5K−$30.4KCut−$22.2K
Quantinno Capital Management LP13.7K$475.8K−$22.6KAdded$100.6K
Parcion Private Wealth LLC12.7K$440.9K−$28.3KCut−$28.3K
Vise Technologies, Inc.11.6K$431.9K$0Held
MERCER GLOBAL ADVISORS INC /ADV12.4K$431.7K−$26.9KCut−$13.9K
TCFG WEALTH MANAGEMENT, LLC11.1K$387.6K−$24.5KCut−$18K
TCFG Investment Advisors, LLC11.1K$387.6KHeld
AE Wealth Management LLC10.7K$373.4K−$23.7KCut−$19.8K
Geneos Wealth Management Inc.10.6K$368.3K−$23.7KCut−$23.7K
Cordoba Advisory Partners LLC10.6K$367.8K−$23.6KCut−$1.01M
Focus Partners Wealth10K$349.1K−$22.5KCut−$49.8K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9.65K$336.2K−$18.8KAdded$24.9K
Fortis Capital Advisors, LLC9.22K$321.2K−$20.6KCut−$20.6K
Belpointe Asset Management LLC9.22K$321.2K−$20.6KCut−$20.6K
LJI Wealth Management, LLC9.01K$313.8K−$20.2KCut−$20.2K
Private Advisor Group, LLC8.99K$313.2K−$20.1KCut−$143.3K
Koshinski Asset Management, Inc.8.65K$301.5K−$17.7KAdded$8.7K
BLAIR WILLIAM & CO/IL8.64K$301K−$18.7KCut−$9K
TD Waterhouse Canada Inc.8.45K$299.2K−$14.1KCut−$84.1K
CPA Asset Management Group, LLC8.47K$295.2K−$19KCut−$19K
Sigma Planning Corp8.42K$293.4K−$14.8KAdded$48.2K
AMJ Financial Wealth Management8.21K$286.3K−$17.9KCut−$9.61K
Brookstone Capital Management8.2K$285.8K−$16.8KAdded$7.3K
Integrity Financial Corp /WA8.02K$279.6KNew
GROUP ONE TRADING LLC7.83K$272.8K−$2.41KAdded$232.9K
Purkiss Capital Advisors LLC7.79K$271.6K−$13.6KAdded$45.6K
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7.68K$267K−$17.5KCut−$17.5K
Independent Advisor Alliance7.58K$264KNew
BETO FINANCIAL GROUP, LLC6.83K$257.2KNew
GUERRA PAN ADVISORS, LLC7.35K$256.2K−$16.5KCut−$16.5K
PNC Financial Services Group, Inc.7.31K$254.7K−$14.1KAdded$21.1K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7.3K$254.4K−$14.7KAdded$10.6K
Wedmont Private Capital6.71K$249.3K$1.81KAdded$1.81K
Arkadios Wealth Advisors7.15K$249.1K−$15.9KCut−$14.3K
Sowell Financial Services LLC7.1K$247.3K−$15.9KCut−$24.2K
INDEPENDENT FINANCIAL GROUP, LLC6.99K$243.6K−$15.7KCut−$25.9K
Valeo Financial Advisors, LLC6.68K$233K−$15KCut−$15K
Pekin Hardy Strauss, Inc.6.64K$231.6K−$14.1KCut−$1.9K
Quadrature Capital Ltd6.41K$223.4K−$14.4KCut−$4.01M
Garrett Wealth Advisory Group, LLC5.88K$205K−$13.2KCut−$13.2K
FOUNDATIONS INVESTMENT ADVISORS, LLC5.76K$200.8KNew
ROTHSCHILD INVESTMENT LLC5.43K$189.3K−$12.2KCut−$12.2K
BlackRock, Inc.5.04K$175.8K−$9.2KAdded$23.4K
Root Financial Partners, LLC4.53K$157.9K−$10.1KCut−$15.7K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4.44K$154.6K−$4.25KAdded$84.2K
HUNTINGTON NATIONAL BANK4.19K$146K−$9.02KCut−$3.33K
Purpose Unlimited Inc.3.96K$138.1KNew
CWM, LLC3.64K$126.9K$126.8KAdded$126.8K
EDMOND DE ROTHSCHILD HOLDING S.A.3.3K$115K−$7.39KCut−$7.39K
Anfield Capital Management, LLC3.27K$114KNew
Pioneer Family Office, LLC2.96K$103.2K−$6.63KCut−$3.77M
HARBOUR INVESTMENTS, INC.2.63K$91.6K−$5.88KCut−$136.5K
Provenance Wealth Advisors, LLC2.54K$88.6K−$5.69KCut−$5.69K
Ashton Thomas Private Wealth, LLC2.29K$79.9KNew
Allworth Financial LP2.29K$79.7K−$4.98KCut−$2.82K
Capital Investment Advisory Services, LLC1.87K$65.1K−$4.18KCut−$4.18K
BOKF, NA1.85K$64.6K−$4.15KCut−$4.15K
Russell Investments Group, Ltd.1.85K$64.3K−$3.8KAdded$1.47K
GAMMA Investing LLC1.81K$63.1K−$3.92KCut−$1.69K
CREATIVE FINANCIAL DESIGNS INC /ADV1.79K$62.4K−$4.01KCut−$4.01K
Spire Wealth Management1.75K$60.8K−$3.91KCut−$3.91K
Advisory Services Network, LLC1.73K$60.2KNew
FARMERS & MERCHANTS INVESTMENTS INC1.71K$59.5K−$3.83KCut−$3.83K
Federation des caisses Desjardins du Quebec1.57K$54.7K−$3.52KCut−$10.9K
MAI Capital Management1.5K$52.3K−$1.85KAdded$21.7K
Aptus Capital Advisors, LLC1.43K$50K−$3.21KCut−$3.21K
Activest Wealth Management1.43K$49.9K−$3.21KCut−$3.21K
Opal Wealth Advisors, LLC1.42K$49.6KNew
Wilmington Savings Fund Society, FSB1.4K$48.8K−$3.14KCut−$3.14K
Triumph Capital Management1.29K$45K−$2.89KCut−$2.89K
Darwin Wealth Management, LLC1.21K$42.2KNew
US BANCORP \DE\1.17K$40.7K−$2.62KCut−$2.62K
Vanguard National Trust Co1.16K$40.3KHeld
TD PRIVATE CLIENT WEALTH LLC977$34K−$2.19KCut−$2.19K
Cassaday & Co Wealth Management LLC970$33.8KNew
Allspring Global Investments Holdings, LLC918$32.3K−$1.07KAdded$17.2K
Larson Financial Group LLC855$29.8K−$1.92KCut−$1.92K
Arax Advisory Partners839$29.2K−$1.88KCut−$2.99K
Annis Gardner Whiting Capital Advisors, LLC733$25.5K−$1.64KCut−$27.8K
Turim 21 Investimentos Ltda.329$21.8KNew
Godfrey Financial Associates, Inc.621$21.6K−$1.39KCut−$1.39K
FLOW TRADERS U.S. LLC577.4K$20.1K−$78Added$18.8K
IFP Advisors, Inc577$20.1K−$1.29KCut−$33.5K
WHITTIER TRUST CO550$19.5K−$1.09KCut−$1.09K
WEBSTER BANK, N. A.555$19.3K−$1.24KCut−$1.24K
SALEM INVESTMENT COUNSELORS INC500$17.4KNew
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC473$16.8K−$734Cut−$734
Addison Advisors LLC445$15.5K−$997Cut−$997
Ares Financial Consulting, LLC373$13.3K−$579Cut−$579
Waverly Advisors, LLC373$13K−$836Cut−$836
True Wealth Design, LLC368$12.8KNew
GoalVest Advisory LLC351$12.2KNew
Byrne Asset Management LLC347$12.1K−$777Cut−$777
Blue Trust, Inc.340$11.8K−$762Cut−$762
AlphaCore Capital LLC307$10.7K−$688Cut−$688
Parallel Advisors, LLC304$10.6KNew
Murphy & Mullick Capital Management Corp302$10.5K−$676Cut−$676
SIGNATUREFD, LLC300$10.5KNew
BROWN BROTHERS HARRIMAN & CO290$10.1KNew
Rachor Investment Advisory Services, LLC283$9.86K−$634Cut−$634
Parkside Financial Bank & Trust281$9.79KNew
Synergy Investment Management, LLC260$9.06KNew
MATHER GROUP, LLC.241$8.4KNew
Janney Montgomery Scott LLC225K$7.84K−$504Cut−$1.74K
Johnson Financial Group, Inc.221$7.7KNew
Solstein Capital, LLC220$7.67K−$493Cut−$493
HALBERT HARGROVE GLOBAL ADVISORS, LLC205$7.14K−$459Cut−$459
Quaker Wealth Management, LLC181$6.31K−$406Cut−$406
Golden State Wealth Management, LLC170$5.95K−$383Cut−$383
Keating Financial Advisory Services, Inc.165$5.75K−$370Cut−$370
Newbridge Financial Services Group, Inc.160$5.58K−$358Cut−$358
Copia Wealth Management160$5.58K−$358Cut−$358
Crews Bank & Trust140$4.88K−$314Cut−$314
CENTRAL TRUST Co131$4.57K−$293Cut−$293
Abound Wealth Management100$3.48KNew
ORG Wealth Partners, LLC85$2.96K−$190Cut−$190
Founders Capital Management84$2.93K−$189Cut−$189
HHM Wealth Advisors, LLC83$2.89K−$186Cut−$186
Banco de Sabadell, S.A75.7K$2.53K−$239Added$130
Plante Moran Financial Advisors, LLC70$2.44KNew
Sound Income Strategies, LLC68$2.42K−$133Cut−$18.1K
Elevated Capital Advisors, LLC60$2.09K−$134Cut−$468
CVA Family Office, LLC59$2.06KNew
Lummis Asset Management, LP50$1.74K−$112Cut−$112
Cambridge Investment Research Advisors, Inc.49K$1.71K−$103Held
EVOLUTION WEALTH MANAGEMENT INC.45$1.57K−$101Cut−$1.66K
Signature Equity Partners, LLC45$1.57KNew
PARK AVENUE SECURITIES LLC22.8K$794−$52Cut−$340
BESSEMER GROUP INC21.9K$763New
JTC Employer Solutions Trustee Ltd10.6K$369−$24Cut−$24
WEDBUSH SECURITIES INC5.84K$204−$13Cut−$17
Scarborough Advisors, LLC5$174New
Tower Research Capital LLC (TRC)5$174−$12Cut−$123
Forum Finance Group S.A.4.35K$124Held
HANTZ FINANCIAL SERVICES, INC.1.18K$41−$3Cut−$3
Avion Wealth500$17−$1Cut−$1
BALLAST ADVISORS LLC56$2New

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.