13F

Stock

Ishares Tr

Ticker not mapped · held by 92 managers

Reported value

$97.2M

Holders

92

+56 new · −14 exited

Holders’ est. mark

$1.51M

Price effect on 32 books still in the name

Largest holder

$19.3M

LPL Financial LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC405K$19.3M$308KAdded$15.1M
Spider Management Company, LLC387.2K$18.4MNew
JANE STREET GROUP, LLC270.6K$12.9M$259.5KAdded$9.36M
W.G. Shaheen & Associates DBA Whitney & Co167K$7.95M$526.8KAdded$801.1K
Fortis Group Advisors, LLC65.3K$3.25MNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP58.5K$2.78M$32.3KAdded$2.34M
Steward Partners Investment Advisory, LLC52.8K$2.51M$4.36KAdded$2.45M
RAYMOND JAMES FINANCIAL INC45.8K$2.18MNew
OLD MISSION CAPITAL LLC45.1K$2.14MNew
Kera Capital Partners, Inc.37.8K$1.8M−$84.9KAdded$552.3K
Belvedere Trading LLC27.9K$1.33MNew
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors24.6K$1.17MNew
TITLEIST ASSET MANAGEMENT, LLC22.4K$1.07MNew
HighTower Advisors, LLC22.1K$1.05MNew
TD Waterhouse Canada Inc.19.2K$938K$89.3KAdded$36.8K
Quantinno Capital Management LP19.1K$908.9KNew
U.S. Capital Wealth Advisors, LLC18.1K$859.4K$59KAdded$59.6K
Western Wealth Management, LLC16.1K$766.2K$39.8KAdded$226.1K
Ancora Advisors LLC16.1K$764KNew
OSAIC HOLDINGS, INC.15.7K$746.1K$24KAdded$420.3K
Independent Advisor Alliance15.5K$736.4KNew
Mariner, LLC14.2K$676.6KNew
ENVESTNET ASSET MANAGEMENT INC14.1K$673.1KNew
SeaCrest Wealth Management, LLC13.7K$652.5K$9.53KAdded$11.7K
Moors & Cabot, Inc.13.5K$640.6KNew
Pinnacle Financial Partners, Inc.13K$616.8K$38.6KAdded$92K
Cerity Partners LLC12.6K$599.7K$37.7KAdded$87.9K
GREAT VALLEY ADVISOR GROUP, INC.12.6K$598.7KNew
Sigma Planning Corp12.3K$584.3K$37.7KAdded$71.5K
Clare Market Investments LLC10.9K$521KHeld
WHITTIER TRUST CO OF NEVADA INC10K$485.4KNew
Evanson Asset Management, LLC10K$475.8KNew
ROYAL BANK OF CANADA9.64K$459K$20.8KAdded$188K
PFG Investments, LLC7.98K$379.5KNew
Cetera Investment Advisers7.68K$365.2KNew
SIMPLEX TRADING, LLC7.57K$360.4K$12.5KAdded$190.9K
Bluesphere Advisors LLC7.52K$357.7KNew
AE Wealth Management LLC6.73K$320.2KNew
MML INVESTORS SERVICES, LLC6.38K$303.4KNew
BENJAMIN EDWARDS INC6.28K$298.9KNew
Creative Planning5.68K$270.4KNew
Allie Family Office LLC5.46K$260K$17.7KAdded$17.7K
TRUIST FINANCIAL CORP5.22K$248.4KNew
COMMONWEALTH EQUITY SERVICES, LLC5.05K$240.5KNew
Financial Engines Advisors L.L.C.5K$237.9K$16.3KAdded$16.3K
Southeast Asset Advisors, LLC4.87K$231.7KNew
Rehmann Capital Advisory Group4.77K$226.8K$15.6KAdded$15.6K
OneDigital Investment Advisors LLC4.5K$214KNew
Dai-ichi Life International Holdings LLC4.45K$211.7KHeld
Belpointe Asset Management LLC4.39K$209.1KNew
Sequoia Financial Advisors, LLC4.35K$206.8KNew
Sunbelt Securities, Inc.4.31K$205.1K$14.1KCut−$150.1K
US BANCORP \DE\4.13K$196.6KNew
NATIONAL BANK OF CANADA /FI/3.86K$183.5K$1.72KAdded$159.8K
Legend Capital Advisors LLC3.8K$180.8KNew
JFS WEALTH ADVISORS, LLC2.93K$139.3K$1.99KAdded$112.5K
Center for Financial Planning, Inc.2.65K$125.8KNew
Bradley & Co. Private Wealth Management, LLC2.5K$118.8KNew
Allworth Financial LP2.27K$108.2KNew
BANK OF MONTREAL /CAN/1.21K$57.6K$3.47KCut−$232.2K
Farther Finance Advisors, LLC1.14K$55.8KAdded$55.8K
Crewe Advisors LLC1.01K$48.1KNew
CoreCap Advisors, LLC998$47.5KNew
TRUST CO OF TOLEDO NA /OH/891$42.4KNew
FIFTH THIRD BANCORP600$28.5KNew
EVOLUTION WEALTH MANAGEMENT INC.516$24.6KNew
Municipal Employees' Retirement System of Michigan501.7K$23.9K$1.64KCut−$10.9K
PRIVATE TRUST CO NA500$23.8K$1.63KAdded$1.63K
Vermillion Wealth Management, Inc.480$22.8K$1.58KAdded$1.58K
CWM, LLC400$19K$19KAdded$19K
Spire Wealth Management400$19K$1.31KAdded$1.31K
Capital Investment Advisory Services, LLC400$19KNew
MORGAN STANLEY346$16.5KNew
ROTHSCHILD INVESTMENT LLC280$13.3KNew
MAI Capital Management256$12.2KNew
GROUP ONE TRADING LLC223$10.6KNew
Innovative Asset Advisors Group, LLC217$10.3KHeld
TWIN PEAKS WEALTH ADVISORS, LLC188$8.95KNew
Strategic Wealth Partners, Ltd.181$8.59KNew
Rockefeller Capital Management L.P.150$7.14KNew
PINNEY & SCOFIELD, INC.58$2.76KNew
JDM Financial Group LLC46$2.19K$151Added$151
Federation des caisses Desjardins du Quebec42$2KNew
Cambridge Investment Research Advisors, Inc.24.7K$1.18K$28Added$798
Prestige Wealth Management Group LLC20$952New
Tradewinds Capital Management, LLC15$714New
Aspect Partners, LLC10$476New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10$476New
NBC SECURITIES, INC.10$475New
Betterment LLC5.04K$240New
Capital Analysts, LLC456$22$2Added$6
TSFG, LLC228$11$1Added$1

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.