Stock

Ishares Tr

Ticker not mapped · held by 30 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$34.8M

Holders

+13 new · −3 exited

Holders’ est. mark

$962.5K

Price effect on 16 books still in the name

Largest holder

$18.1M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Citadel0.0% · $1.18M

Holder count by quarter

Q4 2022 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
BlackRock, Inc.	490K	$18.1M	—	New
JANE STREET GROUP, LLC	169.2K	$6.25M	—	New
LEAVELL INVESTMENT MANAGEMENT, INC.	41.4K	$1.53M	$172.9K	Added$921.7K
Citadel	31.8K	$1.18M	—	New
Bridgewater Advisors Inc.	29.1K	$1.09M	$206K	Added$206K
MORGAN STANLEY	25.6K	$947.6K	$196.3K	Added$256.1K
Equitable Holdings, Inc.	26.5K	$762.8K	$0	Cut−$175.6K
GeoWealth Management, LLC	17.6K	$651.9K	—	New
BFI Infinity Ltd.	17K	$629.9K	$90.9K	Added$309.9K
Kovitz Investment Group Partners, LLC	16.4K	$604.3K	—	New
EWA, LLC	12.4K	$456.6K	$101K	Added$101K
BANK OF AMERICA CORP /DE/	10.2K	$375.9K	$83.1K	Added$59.8K
Amundi	10.1K	$371.8K	$82.2K	Cut−$162.1K
OSAIC HOLDINGS, INC.	9.59K	$354.3K	$351	Added$353.1K
HighTower Advisors, LLC	8.1K	$299.1K	—	New
MILLENNIUM MANAGEMENT LLC	7.59K	$280.4K	—	New
LPL Financial LLC	7.33K	$270.8K	—	New
Mariner, LLC	6.48K	$239.3K	—	New
ROYAL BANK OF CANADA	3.6K	$133K	$16K	Added$75K
Sunbelt Securities, Inc.	3.36K	$124.2K	—	New
EverSource Wealth Advisors, LLC	859	$31.7K	—	New
RHUMBLINE ADVISERS	720	$26.6K	$5.88K	Cut−$25.2K
ROTHSCHILD INVESTMENT LLC	500	$18.5K	$4.09K	Added$4.08K
NBT BANK N A /NY	405	$15K	$3.31K	Added$3.31K
Western Wealth Management, LLC	356	$13.2K	—	New
MTM Investment Management, LLC	68	$2.51K	$556	Added$556
FLOW TRADERS U.S. LLC	18.1K	$667	—	New
ATLAS CAPITAL ADVISORS INC.	4	$147	$32	Cut−$112
WELLS FARGO & COMPANY/MN	0	$2	—	Held
Covestor Ltd	4	$0	$0	Held

Who left

SUSQUEHANNA INTERNATIONAL GROUP, LLP$674.9K
Clearstead Advisors, LLC$28.8K
UBS Group AG$8.32K

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.