13F

Stock

Ishares Tr

Ticker not mapped · held by 289 managers

Reported value

$2.12B

Holders

289

+42 new · −48 exited

Holders’ est. mark

−$129.5M

Price effect on 216 books still in the name

Largest holder

$216.6M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.3.85M$216.6M−$3.83MAdded$157.4M
MORGAN STANLEY3.8M$213.2M−$13.1MAdded$11M
Phoenix Financial Ltd.2.82M$158.4M−$5.15MAdded$78.9M
Bank Julius Baer & Co. Ltd, Zurich2.26M$126.7M−$8.77MCut−$9.63M
Korea Investment CORP1.33M$74.8M−$2.02MAdded$43.5M
Alberta Investment Management Corp1.24M$69.6M−$4.82MCut−$4.82M
MEITAV INVESTMENT HOUSE LTD1.18M$66M−$3.29MAdded$15.2M
SPX Gestao de Recursos Ltda972K$54.6MNew
Jordan Park Group LLC2.97M$52.1M−$30.7MAdded$8.75M
UBS Group AG876.2K$49.2M−$3.41MCut−$4.15M
Nipun Capital, L.P.837.8K$47.1M−$3.26MCut−$3.25M
BANK OF AMERICA CORP /DE/780.5K$43.8M−$3.04MCut−$44.1M
JPMORGAN CHASE & CO720.2K$39.6M−$2.69MAdded$8.06M
1832 Asset Management L.P.648.6K$36.4M−$2.52MCut−$28.6M
GOLDMAN SACHS GROUP INC621.4K$34.9M−$938.8KAdded$20.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLP605.7K$34M−$2.32MCut−$1.8M
Saudi Central Bank600K$33.7M−$2.33MCut−$2.33M
LPL Financial LLC579K$32.5M−$2.25MCut−$52.7M
Amundi572.4K$32.2M−$1.97MAdded$1.78M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD560.7K$31.5M−$2.18MCut−$2.18M
AMERIPRISE FINANCIAL INC366.9K$26.2M$3.38MAdded$8.44M
FIL Ltd463K$26M−$1.8MCut−$41.2M
NORTHERN TRUST CORP451.7K$25.4M−$1.75MCut−$1.63M
USS Investment Management Ltd436.8K$24.5MNew
SYON CAPITAL LLC431.1K$24.2M−$1.6MCut−$483.9K
Lido Advisors, LLC416.3K$23.4M−$1.34MAdded$13.9M
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.405.6K$22.7M−$1.76MCut−$2.59M
Woodline Partners LP398.6K$22.4M−$61.5KAdded$21.4M
Invesco Ltd.339.6K$19.1M−$156.3KAdded$16.7M
Galvin, Gaustad & Stein, LLC256.1K$14.4M−$989KCut−$883.3K
Federation des caisses Desjardins du Quebec254.8K$14.3M−$896.8KAdded$464.9K
YOUSIF CAPITAL MANAGEMENT, LLC251.8K$14.1M−$1.38MCut−$3.33M
FIFTH THIRD BANCORP230.7K$13M−$98Added$13M
Erste Asset Management GmbH201.5K$11.3M−$771.1KCut−$771.1K
London & Capital Asset Management Ltd191.4K$10.8M−$727.9KCut−$540.9K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD189.1K$10.6M−$735.8KCut−$735.8K
HITE Hedge Asset Management LLC181.5K$10.2MNew
OVERSEA-CHINESE BANKING Corp Ltd180.1K$10.1M−$697.2KCut−$959.6K
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC179.6K$10.1M−$698.5KCut−$885.6K
WELLINGTON MANAGEMENT GROUP LLP174.9K$9.82M−$680.3KCut−$1.04M
GAMMA Investing LLC173.1K$9.73M−$673.4KCut−$1.03M
LAKE STREET PRIVATE WEALTH, LLC172.2K$9.67M−$355KAdded$4.2M
Knollwood Investment Advisory, LLC171.4K$9.63M−$666.7KCut−$666.7K
ROYAL BANK OF CANADA170.9K$9.6M−$665.5KCut−$9.32M
PARTNERS CAPITAL INVESTMENT GROUP, LLP168.4K$9.46M−$655.1KCut−$655.1K
Wharton Business Group, LLC166.9K$9.37M−$649.1KCut−$650.9K
NEW YORK LIFE INVESTMENT MANAGEMENT LLC153.7K$8.64M−$549.3KAdded$153.7K
NISSAY ASSET MANAGEMENT CORP /JAPAN151.4K$8.5M−$588.9KCut−$588.9K
MANUFACTURERS LIFE INSURANCE COMPANY, THE147.2K$8.27M−$572.7KCut−$3.39M
Banco Santander, S.A.133.8K$7.52M−$416.8KAdded$1.08M
D. E. Shaw & Co., Inc.130.4K$7.33M−$507.3KCut−$17.5M
Nan Shan Life Insurance Co., Ltd.126.6K$7.11MNew
EVERGREEN CAPITAL MANAGEMENT LLC122.6K$6.89M−$457KCut−$169.6K
CITIGROUP INC118.7K$6.67M−$461.9KCut−$1.95M
CAPITAL FUND MANAGEMENT S.A.115.4K$6.48M−$448.7KCut−$1.25M
SCOTIA CAPITAL INC.106.1K$5.96M−$412.6KCut−$4.53M
BNP PARIBAS FINANCIAL MARKETS103.3K$5.8M−$315.1KAdded$936.3K
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.101.9K$5.72MNew
ICICI Prudential Asset Management Co Ltd99.8K$5.61M−$388.1KCut−$388.1K
Wealthfront Advisers LLC97.2K$5.46M−$358.2KCut−$71.6K
POLEN CAPITAL MANAGEMENT LLC96.8K$5.44MNew
RAYMOND JAMES FINANCIAL INC95.1K$5.34M−$322.6KAdded$359.7K
Upper Left Wealth Management, LLC93.9K$5.28M−$344.9KCut−$49.3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC89.7K$5.04M−$62.6KAdded$4.07M
BARCLAYS PLC76.2K$4.28M−$261.5KAdded$243.7K
Demars Financial Group, LLC75.9K$4.26M−$295.1KCut−$667K
Tidal Investments LLC66.5K$3.74M−$176.8KAdded$1.01M
OSAIC HOLDINGS, INC.63.8K$3.59M−$151KAdded$1.28M
WELLS FARGO & COMPANY/MN61.8K$3.47M−$240.4KCut−$4.26M
ASSETMARK, INC61.2K$3.44M−$226.7KCut−$63.3K
Beacon Pointe Advisors, LLC61K$3.43M−$18.3KAdded$3.14M
180 WEALTH ADVISORS, LLC59.2K$3.32M−$211KAdded$66.2K
JUNCTURE WEALTH STRATEGIES, LLC57.5K$3.23M−$175.5KAdded$519K
STIFEL FINANCIAL CORP55.7K$3.13M−$211.3KCut−$135.1K
DIMENSION CAPITAL MANAGEMENT LLC54.2K$3.04M−$203.3KCut−$94.7K
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.54K$3.03MNew
ENVESTNET ASSET MANAGEMENT INC50.9K$2.86M−$198KCut−$290.5K
Renaissance Technologies50.2K$2.82M−$195.3KCut−$9.64M
SCS Capital Management LLC48.5K$2.73M−$188.8KCut−$188.8K
FIRST TRUST ADVISORS LP48.5K$2.72M−$145.5KAdded$477.7K
Moneda S.A. Administradora General de Fondos48K$2.69M−$169.1KAdded$82.7K
LAZARD ASSET MANAGEMENT LLC45.4K$2.55M−$176.7KCut−$176.7K
RBF Capital, LLC40K$2.25M−$155.6KCut−$155.6K
Avestar Capital, LLC38K$2.13M−$95.1KAdded$665.5K
Journey Advisory Group, LLC37.4K$2.1M−$145.5KCut−$9.36M
Sanctuary Advisors, LLC36.4K$2.04M−$121.3KAdded$170.2K
IMC-Chicago, LLC35.5K$2MNew
TD Waterhouse Canada Inc.35.7K$2M−$147.9KCut−$139K
Vanguard National Trust Co35.1K$1.97MHeld
HSBC HOLDINGS PLC34.8K$1.95M−$136.4KCut−$2.39M
Geneos Wealth Management Inc.34.3K$1.93MNew
FARLEY CAPITAL L.P.34.2K$1.92M−$133.1KCut−$133.1K
Zurich Insurance Group Ltd/FI34.2K$1.92M−$150.5KCut−$2.65M
Allspring Global Investments Holdings, LLC33.3K$1.87M−$129.4KCut−$1.78M
Legal & General Group Plc32.4K$1.78M−$9.86KAdded$1.66M
Richard W. Paul & Associates, LLC31.5K$1.77M−$120.2KCut−$89.4K
Gallacher Capital Management LLC31.3K$1.76M−$121.9KCut−$140.8K
Allianz Asset Management GmbH30.3K$1.7M−$118KCut−$809.1K
Measured Wealth Private Client Group, LLC29.8K$1.67M−$116KCut−$1.05M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO27.7K$1.56M−$18.3KAdded$1.28M
Hyposwiss Advisors SA27.7K$1.56M−$104.9KCut−$66.4K
Empowered Funds, LLC26.2K$1.47MNew
Private Advisor Group, LLC26.1K$1.46M−$101.4KCut−$229.3K
Optiver Holding B.V.25.7K$1.45M−$439Added$1.44M
Brooklyn Investment Group25.1K$1.41M−$89.9KAdded$117.7K
Y.D. More Investments Ltd25K$1.4M−$97.3KCut−$97.3K
ACIMA PRIVATE WEALTH, LLC24.7K$1.39M−$96.1KCut−$93K
Caprock Group, LLC24.5K$1.38M−$95.2KCut−$279K
TUDOR INVESTMENT CORP ET AL24.3K$1.37MNew
Quantinno Capital Management LP24.1K$1.35M−$40.8KAdded$722.3K
New England Private Wealth Advisors LLC23.4K$1.32M−$91.2KCut−$91.2K
BigSur Wealth Management LLC22.8K$1.28M−$88.8KCut−$88.8K
Mirae Asset Global Investments Co., Ltd.22.7K$1.28M−$88.3KCut−$16.9M
NEW YORK STATE COMMON RETIREMENT FUND22.1K$1.24M−$86KCut−$86K
Focus Partners Wealth21.6K$1.22M−$84.2KCut−$140.9K
Boltwood Capital Management21K$1.18M−$68KAdded$130.9K
BANK OF NOVA SCOTIA20.9K$1.17M−$45.9KAdded$460.3K
Trek Financial, LLC20.7K$1.16M−$76.8KCut−$20.9K
GUIDANCE CAPITAL, INC20.2K$1.15M−$30.4KAdded$810.1K
INTERCAPITAL, LLC20.5K$1.15M−$79.6KCut−$4.15M
BOOTHBAY FUND MANAGEMENT, LLC20K$1.12MNew
PNC Financial Services Group, Inc.19.3K$1.08M−$75.1KCut−$2M
IEQ CAPITAL, LLC19.2K$1.08M−$66.6KAdded$53.2K
Vontobel Holding Ltd.16K$898.7K−$50.3KAdded$122.2K
TBH Global Asset Management, LLC16K$897.3K−$62.1KCut−$106.6K
Creative Planning15K$845.3K−$55.1KCut−$4.62K
Intellectus Partners, LLC14.2K$796.8K−$55.2KCut−$55.2K
Knights of Columbus Asset Advisors LLC14K$787.2K−$54.5KCut−$54.5K
Fidelity13.5K$760.5K−$52.7KCut−$137.1M
Parallel Advisors, LLC13.3K$747.2K−$51.7KCut−$111.8K
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA13K$729.2KNew
Corient Private Wealth LLC12.6K$710.4KNew
Atria Investments, Inc12.6K$707.1K−$43.2KAdded$40.7K
IHT Wealth Management, LLC12.5K$702.4K−$48.6KCut−$83.3K
Quartz Partners, LLC12.4K$696.1K−$48.2KCut−$50.9K
HighTower Advisors, LLC12.1K$681.3K−$44.7KCut−$7.82K
Citadel12.1K$679.1K−$47KCut−$4.43M
TWIN FOCUS CAPITAL PARTNERS, LLC11.8K$664K−$36.2KAdded$104.3K
Evanson Asset Management, LLC11.3K$633.8K−$43.9KCut−$43.9K
CIBC Asset Management Inc11.3K$633.3K−$32.8KAdded$127.1K
Kestra Advisory Services, LLC11.1K$625.3K−$43.3KCut−$70.4K
Lynx Investment Advisory10.8K$606.4K−$32.2KAdded$109.2K
JGP Wealth Management, LLC10.7K$600.5K−$36.5KAdded$36.6K
DEUTSCHE BANK AG\10.5K$590.8K−$40.9KCut−$397.5K
Gotham Asset Management, LLC10.1K$565.7K−$15.8KAdded$321.3K
HELIOS CAPITAL MANAGEMENT PTE. LTD10K$561.8K−$38.9KCut−$38.9K
PRINCIPAL SECURITIES, INC.9.81K$550.9K−$33.5KAdded$33.3K
Snowden Capital Advisors LLC9.78K$549.2K−$38KCut−$38K
HB Wealth Management, LLC9.67K$543.1K−$37.6KCut−$37.6K
GLENMEDE TRUST CO NA9.53K$535.6K−$21.9KAdded$197.7K
Itau Unibanco Holding S.A.9.2K$516.9K−$35.8KCut−$35.8K
Rockefeller Capital Management L.P.8.59K$482.4K−$28.6KAdded$40.4K
Essex Financial Services, Inc.8.37K$470.4K−$19.7KAdded$166.1K
MERCER GLOBAL ADVISORS INC /ADV8.31K$466.7KNew
Allie Family Office LLC8.27K$464.8K−$20.9KAdded$142.3K
Ashton Thomas Private Wealth, LLC8.07K$453.3K−$22KAdded$113K
Altiora Financial Group, LLC7.99K$448.9K−$31.1KCut−$31.1K
Rothschild Wealth LLC7.96K$447.4K−$31KCut−$33.3K
D.A. DAVIDSON & CO.7.89K$443K−$30.7KCut−$53.2K
Farther Finance Advisors, LLC7.63K$427.4K−$25.2KAdded$55.4K
MML INVESTORS SERVICES, LLC7.5K$421.1K−$29.2KCut−$271.7K
MEEDER ASSET MANAGEMENT INC7.2K$404.7K−$28KCut−$58K
V-Square Quantitative Management LLC6.68K$375.4K−$26KCut−$26K
Envestnet Portfolio Solutions, Inc.6.66K$374.1K−$25.8KCut−$24K
Steward Partners Investment Advisory, LLC6.53K$366.8K−$25.4KCut−$25.3K
AVALON CAPITAL MANAGEMENT6.26K$351.5K−$24.3KCut−$79.4K
Cetera Investment Advisers6.01K$337.7K−$18.1KAdded$58.3K
PRUDENTIAL PLC6K$337.1K−$23.3KCut−$17.2M
GREENWOOD CAPITAL ASSOCIATES LLC5.89K$330.7K−$22.9KCut−$4.73M
JONES FINANCIAL COMPANIES LLLP5.83K$319.7K−$30.6KCut−$59.2K
PINNACLE ASSOCIATES LTD5.62K$315.7KNew
FIDUCIARY FINANCIAL GROUP, LLC5.57K$312.9K−$21.3KCut−$15.7K
BAKER TILLY WEALTH MANAGEMENT, LLC5.43K$305.3K−$21.1KCut−$21.1K
PFG Investments, LLC5.39K$303K−$19.7KCut−$1.4K
MMBG INVESTMENT ADVISORS CO.5.35K$300.6K−$20.8KCut−$20.8K
Integrated Wealth Concepts LLC5.32K$299K−$20.7KCut−$671.8K
Yoffe Investment Management, LLC5.15K$289.3K−$20KCut−$20K
J. Safra Sarasin Holding AG5K$280.9KNew
Quaker Wealth Management, LLC5K$280.9K−$19.5KCut−$19.4K
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC4.99K$280.3K−$19.3KCut−$17.9K
Sentry LLC4.8K$269.5K−$18.7KCut−$18.7K
StoneX Group Inc.4.76K$266.1KNew
COMMONWEALTH EQUITY SERVICES, LLC4.5K$253.1K−$17.5KCut−$43.2K
Arta Finance Wealth Management LLC4.35K$244.3KNew
Kathmere Capital Management, LLC4.25K$238.8KNew
Fort Sheridan Advisors LLC4.2K$235.7K−$13.2KAdded$31.7K
Merit Financial Group, LLC4.15K$233.3K−$16.2KCut−$49.3K
Capstone Financial Advisors, Inc.4K$224.7K−$15.6KCut−$15.6K
Mariner, LLC3.98K$223.8KNew
SWMG, LLC3.86K$217K−$21.1KCut−$19.9K
BTG Pactual Asset Management US LLC3.85K$216.3KNew
EARNEST PARTNERS LLC3.75K$210.9K−$14.6KCut−$14.6K
Wealthspire Advisors, LLC3.64K$204.7K−$14.2KCut−$14.2K
Bank of New York Mellon Corp3.58K$200.9K−$13.9KCut−$439.3K
USA FINANCIAL FORMULAS3.57K$200.7K−$13.9KCut−$47.1K
BANK OF MONTREAL /CAN/3.14K$176.6K−$8.39KAdded$47.1K
FRANKLIN RESOURCES INC3.04K$170.6K−$4.81KAdded$96.3K
Union Bancaire Privee, UBP SA3.58K$154.5K−$12.1KCut−$12.1K
Compagnie Lombard Odier SCmA2.6K$146.2K−$3.97KAdded$84.9K
CWM, LLC2.51K$140.9K$140.7KAdded$140.7K
Walleye Trading LLC2.44K$136.9K−$9.48KCut−$10.1K
IFP Advisors, Inc2.01K$113K−$7.83KCut−$68K
HARBOUR INVESTMENTS, INC.1.96K$110.1KNew
Indiana Trust & Investment Management Co1.9K$106.7K−$7.39KCut−$7.39K
Glass Jacobson Investment Advisors llc1.75K$98.2K−$6.8KCut−$6.8K
Private Wealth Management Group, LLC1.74K$97.5K−$6.75KCut−$6.75K
Ramirez Asset Management, Inc.1.7K$95.5K−$6.61KCut−$66.7K
CARDIFF PARK ADVISORS, LLC1.69K$95.2K−$6.59KCut−$6.59K
LOM Asset Management Ltd1.62K$91K−$6.3KCut−$6.3K
Waverly Advisors, LLC1.56K$87.7K−$6.09KCut−$2.42M
Qube Research & Technologies Ltd1.29K$72.4KNew
Millstone Evans Group, LLC1.25K$70.2K−$4.86KCut−$4.86K
Dunhill Financial, LLC1.13K$63.6KNew
EDMOND DE ROTHSCHILD HOLDING S.A.970$54.5K−$3.77KCut−$3.77K
Richard Bernstein Advisors LLC876$49.2K−$3.42KCut−$20.2K
Hurley Capital, LLC822$46.2K−$3.2KCut−$3.2K
AE Wealth Management LLC733$41.2K−$2.85KCut−$13.4K
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/650$36.5K−$2.53KCut−$2.53K
Banque Cantonale Vaudoise657$36K−$3.56KCut−$71K
Fourth Dimension Wealth, LLC638$35.8K−$2.48KCut−$20.1K
Aventura Private Wealth, LLC625$35.1K−$2.43KCut−$2.43K
WHITTIER TRUST CO610$34.1K−$4.2KCut−$4.2K
Advisory Services Network, LLC596$33.5KNew
Allworth Financial LP546$30.7K−$2.12KCut−$2.12K
US BANCORP \DE\542$30.4K−$334Added$25.3K
JPL Wealth Management, LLC524$29.5KNew
Signature Resources Capital Management, LLC522$29.3K−$2.03KCut−$15.7K
Bogart Wealth, LLC500$28.1K−$1.95KCut−$1.95K
Analyst IMS Investment Management Services Ltd.490K$27.5K−$1.89KCut−$1.59K
Cherry Tree Wealth Management, LLC490$27.5K−$1.91KCut−$1.91K
PRIVATE TRUST CO NA476$26.7K−$1.85KCut−$47.3K
Investment Research & Advisory Group, Inc.439$24.7K−$1.71KCut−$1.71K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC434$24.4K−$1.03KAdded$8.52K
TFC Financial Management, Inc.406$22.8K−$1.58KCut−$1.58K
EFG International AG400$22.5K−$1.56KCut−$1.56K
Financial Life Planners393$22.1KNew
Sankala Group LLC375$20.7K−$1.44KCut−$1.45K
Integrity Financial Corp /WA292$16.4K−$1.13KCut−$1.14K
Darwin Wealth Management, LLC233$13.1K−$907Cut−$907
PROATHLETE WEALTH MANAGEMENT LLC232$13KNew
MB, LEVIS & ASSOCIATES, LLC227$12.7K−$881Cut−$881
MANNING & NAPIER ADVISORS LLC207$11.6K−$805Cut−$805
SIGNATUREFD, LLC179$10.1K−$678Cut−$738
Larson Financial Group LLC179$10.1K−$428Added$3.45K
Rosenberg Matthew Hamilton173$9.72K−$673Cut−$673
Ancora Advisors LLC169$9.49KNew
Spire Wealth Management165$9.29KNew
Financial Freedom, LLC161$9.03KNew
BROWN, LISLE/CUMMINGS, INC.136$7.64K−$530Cut−$530
TOTH FINANCIAL ADVISORY CORP126$7.08KNew

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.