13F

Stock

Ishares Tr

Ticker not mapped · held by 299 managers

Reported value

$2.36B

Holders

299

+3 new · −5 exited

Holders’ est. mark

−$43.1M

Price effect on 12 books still in the name

Largest holder

$202.3M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY3.37M$202.3M−$16.7MAdded$11.9M
Fidelity2.29M$137.8MHeld
Bank Julius Baer & Co. Ltd, Zurich2.27M$136.4MHeld
Provida Pension Fund Administrator1.67M$100.4M−$9.59MCut−$12.5M
BANK OF AMERICA CORP /DE/1.46M$88M−$8.47MCut−$9.45M
LPL Financial LLC1.42M$85.2MHeld
OLD MISSION CAPITAL LLC1.34M$80.3MHeld
Phoenix Financial Ltd.1.32M$79.5MHeld
Alberta Investment Management Corp1.24M$74.4M−$7.16MCut−$7.16M
FIL Ltd1.12M$67.2MHeld
1832 Asset Management L.P.1.08M$65.1MHeld
BlackRock, Inc.985.7K$59.2MHeld
UBS Group AG888.5K$53.4MHeld
MEITAV INVESTMENT HOUSE LTD846.2K$50.8MHeld
Nipun Capital, L.P.837.6K$50.3MHeld
Temasek Holdings (Private) Ltd744.8K$44.7MHeld
Jordan Park Group LLC722.2K$43.4MHeld
Saudi Central Bank600K$36MHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP596.4K$35.8MHeld
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD560.7K$33.7MHeld
JPMORGAN CHASE & CO524.6K$31.5MHeld
Korea Investment CORP520.2K$31.2MHeld
Amundi505.7K$30.4MHeld
NORTHERN TRUST CORP449.5K$27MHeld
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.419.3K$25.2MHeld
D. E. Shaw & Co., Inc.412.6K$24.8MHeld
SYON CAPITAL LLC411.2K$24.7MHeld
Quadrature Capital Ltd400.8K$24.1MHeld
ROYAL BANK OF CANADA315.1K$18.9MHeld
Mirae Asset Global Investments Co., Ltd.301.8K$18.1MHeld
AMERIPRISE FINANCIAL INC296K$17.8MHeld
PRUDENTIAL PLC292.5K$17.6MHeld
YOUSIF CAPITAL MANAGEMENT, LLC283.5K$17.5MHeld
COMERICA BANK285.6K$17.2MHeld
Galvin, Gaustad & Stein, LLC254.2K$15.3MHeld
GOLDMAN SACHS GROUP INC241.3K$14.5MHeld
Federation des caisses Desjardins du Quebec230.6K$13.9MHeld
MILLENNIUM MANAGEMENT LLC211.5K$12.7MHeld
Renaissance Technologies207.5K$12.5MHeld
Erste Asset Management GmbH201.5K$12.1MHeld
MANUFACTURERS LIFE INSURANCE COMPANY, THE194K$11.7MHeld
Journey Advisory Group, LLC190.8K$11.5MHeld
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD189.1K$11.4MHeld
London & Capital Asset Management Ltd188.1K$11.3MHeld
OVERSEA-CHINESE BANKING Corp Ltd184.4K$11.1MHeld
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC182.7K$11MHeld
WELLINGTON MANAGEMENT GROUP LLP180.9K$10.9MHeld
GAMMA Investing LLC179.1K$10.8MHeld
SCOTIA CAPITAL INC.174.6K$10.5MHeld
Fosun International Ltd174K$10.5MHeld
Knollwood Investment Advisory, LLC171.4K$10.3MHeld
PARTNERS CAPITAL INVESTMENT GROUP, LLP168.4K$10.1MHeld
Wharton Business Group, LLC166.9K$10MHeld
Lido Advisors, LLC145.1K$9.49MHeld
NISSAY ASSET MANAGEMENT CORP /JAPAN151.4K$9.09MHeld
CITIGROUP INC143.6K$8.63MHeld
NEW YORK LIFE INVESTMENT MANAGEMENT LLC141.2K$8.48MHeld
WELLS FARGO & COMPANY/MN128.7K$7.73MHeld
CAPITAL FUND MANAGEMENT S.A.128.7K$7.73MHeld
CapWealth Advisors, LLC127.1K$7.64M−$729.4KCut−$674.4K
EVERGREEN CAPITAL MANAGEMENT LLC117.5K$7.06MHeld
Banco Santander, S.A.107.2K$6.44MNew
ICICI Prudential Asset Management Co Ltd99.8K$5.99MHeld
Wealthfront Advisers LLC92.1K$5.53MHeld
LAKE STREET PRIVATE WEALTH, LLC91.1K$5.48MHeld
Upper Left Wealth Management, LLC88.7K$5.33MHeld
INTERCAPITAL, LLC88.2K$5.3MHeld
Citadel85K$5.11MHeld
GREENWOOD CAPITAL ASSOCIATES LLC84.3K$5.06MHeld
RAYMOND JAMES FINANCIAL INC82.9K$4.98MHeld
Demars Financial Group, LLC82.1K$4.93MHeld
BNP PARIBAS FINANCIAL MARKETS81K$4.87MHeld
Zurich Insurance Group Ltd/FI75.5K$4.57MHeld
HSBC HOLDINGS PLC72.2K$4.34MHeld
BARCLAYS PLC67.2K$4.04M−$128.2KAdded$2.58M
Allspring Global Investments Holdings, LLC60.8K$3.65MHeld
3EDGE Asset Management, LP60K$3.61MHeld
ASSETMARK, INC58.3K$3.5MHeld
STIFEL FINANCIAL CORP54.3K$3.26MHeld
180 WEALTH ADVISORS, LLC54.2K$3.26MHeld
ENVESTNET ASSET MANAGEMENT INC52.4K$3.15MHeld
DIMENSION CAPITAL MANAGEMENT LLC52.3K$3.14MHeld
PNC Financial Services Group, Inc.51.3K$3.08MHeld
DV EQUITIES, LLC50K$3.01MHeld
SCS Capital Management LLC48.5K$2.92MHeld
Tidal Investments LLC45.4K$2.73MHeld
LAZARD ASSET MANAGEMENT LLC45.4K$2.73MHeld
Measured Wealth Private Client Group, LLC45.4K$2.73MHeld
JUNCTURE WEALTH STRATEGIES, LLC45.1K$2.71MHeld
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD43.7K$2.63MHeld
Moneda S.A. Administradora General de Fondos43.5K$2.61M−$152.2KCut−$152.2K
Allianz Asset Management GmbH41.8K$2.51MHeld
Waverly Advisors, LLC41.7K$2.51MHeld
Invesco Ltd.40.2K$2.41MHeld
RBF Capital, LLC40K$2.4MHeld
OSAIC HOLDINGS, INC.38.4K$2.31MHeld
FIRST TRUST ADVISORS LP37.4K$2.25MHeld
TORONTO DOMINION BANK36.7K$2.2MHeld
TD Waterhouse Canada Inc.35.5K$2.14MHeld
Vanguard35.1K$2.11MHeld
FARLEY CAPITAL L.P.34.2K$2.06MHeld
Gallacher Capital Management LLC31.7K$1.9MHeld
Sanctuary Advisors, LLC31.2K$1.87M−$152.4KAdded$136.7K
Richard W. Paul & Associates, LLC30.9K$1.86MHeld
IFG Advisory, LLC30K$1.8MHeld
Private Advisor Group, LLC28.2K$1.69MHeld
Caprock Group, LLC27.5K$1.65MHeld
Hyposwiss Advisors SA27K$1.62MHeld
Y.D. More Investments Ltd25K$1.5MHeld
ACIMA PRIVATE WEALTH, LLC24.7K$1.48MHeld
Avestar Capital, LLC24.4K$1.47MHeld
Avos Capital Management, LLC23.9K$1.43MHeld
New England Private Wealth Advisors LLC23.4K$1.41MHeld
BigSur Wealth Management LLC22.8K$1.37MHeld
Focus Partners Wealth22.6K$1.36MHeld
NEW YORK STATE COMMON RETIREMENT FUND22.1K$1.33MHeld
Brooklyn Investment Group21.5K$1.3MHeld
Trek Financial, LLC19.7K$1.19MHeld
Boltwood Capital Management17.5K$1.05MHeld
IEQ CAPITAL, LLC17.1K$1.03MHeld
TBH Global Asset Management, LLC16.7K$1MHeld
DEUTSCHE BANK AG\16.5K$988.3KHeld
Integrated Wealth Concepts LLC16.2K$970.8KHeld
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16.1K$966.3KHeld
Woodline Partners LP15.8K$949.8KHeld
SUMMIT SECURITIES GROUP LLC15.5K$931.1KHeld
Squarepoint Ops LLC15.4K$924.8KHeld
ABC ARBITRAGE SA15.3K$918.8KHeld
Cullen Capital Management, LLC15.1K$906.9KHeld
Parallel Advisors, LLC14.3K$859KHeld
Intellectus Partners, LLC14.2K$852KHeld
Creative Planning14.1K$849.9KHeld
Knights of Columbus Asset Advisors LLC14K$841.7KHeld
Coppell Advisory Solutions LLC13K$786.1KHeld
IHT Wealth Management, LLC13.1K$785.7KHeld
Vontobel Holding Ltd.12.9K$776.5KHeld
BANQUE PICTET & CIE SA12.6K$756.9KHeld
Quartz Partners, LLC12.4K$747KHeld
BANK OF NOVA SCOTIA11.9K$711.9KHeld
Kestra Advisory Services, LLC11.6K$695.7KHeld
MML INVESTORS SERVICES, LLC11.5K$692.7KHeld
HighTower Advisors, LLC11.5K$689.1KHeld
Evanson Asset Management, LLC11.3K$677.7KHeld
Atria Investments, Inc11.1K$666.4KHeld
Bank of New York Mellon Corp10.7K$640.2KHeld
Quantinno Capital Management LP10.5K$630.3KHeld
HELIOS CAPITAL MANAGEMENT PTE. LTD10K$600.7KHeld
Snowden Capital Advisors LLC9.78K$587.2KHeld
HB Wealth Management, LLC9.67K$580.7KHeld
BLUEFIN CAPITAL MANAGEMENT, LLC9.6K$576.7KNew
DRW Securities, LLC9.44K$566.8KHeld
JGP Wealth Management, LLC9.39K$563.9KHeld
TWIN FOCUS CAPITAL PARTNERS, LLC9.32K$559.7KHeld
Itau Unibanco Holding S.A.9.2K$552.6KHeld
BlackDiamond Wealth Management, LLC8.81K$545.9KHeld
PRINCIPAL SECURITIES, INC.8.62K$517.6KHeld
CIBC Asset Management Inc8.43K$506.1KHeld
Lynx Investment Advisory8.28K$497.2KHeld
D.A. DAVIDSON & CO.8.26K$496.2KHeld
Rothschild Wealth LLC8K$480.7KHeld
Altiora Financial Group, LLC7.99K$480KHeld
MEEDER ASSET MANAGEMENT INC7.7K$462.7KHeld
Rockefeller Capital Management L.P.7.36K$442KHeld
AVALON CAPITAL MANAGEMENT7.17K$430.9KHeld
BAROMETER CAPITAL MANAGEMENT INC.2.9K$421.6KHeld
V-Square Quantitative Management LLC6.68K$401.4KHeld
Envestnet Portfolio Solutions, Inc.6.63K$398.1KHeld
Steward Partners Investment Advisory, LLC6.53K$392.1KHeld
National Philanthropic Trust6.33K$380.1K−$20.4KAdded$147.7K
JONES FINANCIAL COMPANIES LLLP6.31K$378.9KHeld
Farther Finance Advisors, LLC6.19K$371.9KHeld
GUIDANCE CAPITAL, INC5.47K$343.6KHeld
Ashton Thomas Private Wealth, LLC5.67K$340.3KHeld
GLENMEDE TRUST CO NA5.63K$337.9KHeld
FIDUCIARY FINANCIAL GROUP, LLC5.47K$328.6KHeld
BAKER TILLY WEALTH MANAGEMENT, LLC5.43K$326.4KHeld
Allie Family Office LLC5.37K$322.5KHeld
MMBG INVESTMENT ADVISORS CO.5.35K$321.4KHeld
CASTLEKEEP INVESTMENT ADVISORS LLC5.32K$319.4KHeld
Yoffe Investment Management, LLC5.15K$309.3KHeld
PFG Investments, LLC5.07K$304.4KHeld
Essex Financial Services, Inc.5.07K$304.3KHeld
Quaker Wealth Management, LLC5K$300.4KHeld
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC4.96K$298.2KHeld
COMMONWEALTH EQUITY SERVICES, LLC4.93K$296.3KHeld
Visionary Wealth Advisors4.87K$292.7KHeld
Sentry LLC4.8K$288.2KHeld
Beacon Pointe Advisors, LLC4.71K$283KHeld
Merit Financial Group, LLC4.71K$282.7KHeld
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.7K$282KHeld
Cetera Investment Advisers4.65K$279.4KHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.18K$262.4KHeld
Interchange Capital Partners, LLC4.31K$259KHeld
USA FINANCIAL FORMULAS4.13K$247.8KHeld
Gotham Asset Management, LLC4.07K$244.4KHeld
Douglass Winthrop Advisors, LLC4.06K$243.9KHeld
Capstone Financial Advisors, Inc.4K$240.3KHeld
SWMG, LLC3.84K$236.9KHeld
EARNEST PARTNERS LLC3.75K$225.5KHeld
Wealthspire Advisors, LLC3.64K$218.9KHeld
Equitable Holdings, Inc.3.46K$207.7KHeld
EVOKE WEALTH, LLC3.43K$205.9KHeld
Fort Sheridan Advisors LLC3.4K$204.1KHeld
WESBANCO BANK INC3.36K$201.8KHeld
Rathbones Group PLC3.33K$200KHeld
Galilei Investment Office LLP3.06K$183.8KHeld
IFP Advisors, Inc3.01K$181K−$11.6KAdded$49.3K
NATIXIS2.78K$167.1KHeld
Union Bancaire Privee, UBP SA3.58K$166.6KHeld
Ramirez Asset Management, Inc.2.7K$162.2KHeld
Walleye Trading LLC2.45K$147KHeld
BLAIR WILLIAM & CO/IL2.23K$133.8KHeld
BANK OF MONTREAL /CAN/2.16K$129.6KHeld
Indiana Trust & Investment Management Co1.9K$114.1KHeld
Legal & General Group Plc1.9K$114.1KHeld
Global Retirement Partners, LLC1.89K$113.8KHeld
Banque Cantonale Vaudoise1.78K$107KHeld
Glass Jacobson Investment Advisors llc1.75K$105KHeld
Private Wealth Management Group, LLC1.74K$104.2KHeld
CARDIFF PARK ADVISORS, LLC1.69K$101.8KHeld
LOM Asset Management Ltd1.62K$97.3KHeld
Groupe la Francaise1.5K$90.1KHeld
Millstone Evans Group, LLC1.25K$75.1KHeld
FRANKLIN RESOURCES INC1.24K$74.3KHeld
PRIVATE TRUST CO NA1.23K$74.1KHeld
Richard Bernstein Advisors LLC1.16K$69.4KHeld
Compagnie Lombard Odier SCmA1.02K$61.3KHeld
EDMOND DE ROTHSCHILD HOLDING S.A.970$58.3KHeld
Copia Wealth Management952$57.2KHeld
Fourth Dimension Wealth, LLC932$56KHeld
AE Wealth Management LLC908$54.5KHeld
Hurley Capital, LLC822$49.4KHeld
Signature Resources Capital Management, LLC749$45KHeld
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/650$39KHeld
WHITTIER TRUST CO610$38.3KHeld
Aventura Private Wealth, LLC625$37.5K−$3.61KCut−$3.61K
Allworth Financial LP546$32.8K−$3.16KCut−$3.16K
Bogart Wealth, LLC500$30KHeld
Cherry Tree Wealth Management, LLC490$29.4KHeld
Analyst IMS Investment Management Services Ltd.484.8K$29.1KHeld
Investment Research & Advisory Group, Inc.439$26.4KHeld
Tower Research Capital LLC (TRC)417$25KHeld
TFC Financial Management, Inc.406$24.4KHeld
EFG International AG400$24KHeld
Sankala Group LLC375$22.1KHeld
Integrity Financial Corp /WA292$17.5KHeld
O'SHAUGHNESSY ASSET MANAGEMENT, LLC264$15.9KHeld
Darwin Wealth Management, LLC233$14KHeld
MB, LEVIS & ASSOCIATES, LLC227$13.6KHeld
MANNING & NAPIER ADVISORS LLC207$12.4KHeld

Who left

Positions as of Q4 2025. 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.