13F

Stock

Ishares Tr

Ticker not mapped · held by 14 managers

Reported value

$5.49M

Holders

14

+2 new · −5 exited

Holders’ est. mark

−$407.4K

Price effect on 12 books still in the name

Largest holder

$1.37M

PGIM Custom Harvest LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
PGIM Custom Harvest LLC34.7K$1.37M−$83.1KCut−$83.1K
Sankala Group LLC33.3K$1.29M−$180.7KCut−$158.7K
JANE STREET GROUP, LLC32.1K$1.27M−$69.8KAdded$45.3K
Rathbones Group PLC14.6K$574.5K−$32.4KAdded$8.69K
OSAIC HOLDINGS, INC.7.25K$286.3K−$17.3KCut−$17.3K
GTS SECURITIES LLC6.24K$246.3KNew
FRANKLIN RESOURCES INC4.67K$184.5K−$8.52KAdded$35.5K
SIGNATUREFD, LLC4.54K$179.2K−$10.9KCut−$10.9K
Bradley & Co. Private Wealth Management, LLC1.53K$60.5K−$3.67KCut−$3.67K
ROYAL BANK OF CANADA411$16KNew
CITIGROUP INC310$12.2K−$742Cut−$742
HANTZ FINANCIAL SERVICES, INC.63.7K$2.51K−$121Added$406
MORGAN STANLEY30$1.18K−$91Cut−$133
WELLS FARGO & COMPANY/MN4$148$6Added$117

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.