13F

Stock

Ishares Tr

Ticker not mapped · held by 49 managers

Reported value

$29M

Holders

49

+1 new · −0 exited

Holders’ est. mark

Need a prior quarter

Largest holder

$7.14M

W.G. Shaheen & Associates DBA Whitney & Co

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
W.G. Shaheen & Associates DBA Whitney & Co161.2K$7.14MHeld
LPL Financial LLC94.3K$4.18MHeld
JANE STREET GROUP, LLC79.4K$3.52MHeld
J. Safra Sarasin Holding AG30K$1.33MHeld
Kera Capital Partners, Inc.24.4K$1.25MHeld
MARSHALL WACE, LLP28K$1.24MHeld
Citadel25K$1.11MHeld
Purpose Unlimited Inc.22.5K$996KHeld
TD Waterhouse Canada Inc.20.3K$901.1KHeld
U.S. Capital Wealth Advisors, LLC18.1K$799.8KHeld
SeaCrest Wealth Management, LLC13.7K$640.8KHeld
Western Wealth Management, LLC12.2K$540.1KHeld
Pinnacle Financial Partners, Inc.11.8K$524.7KHeld
Sigma Planning Corp11.6K$512.9KHeld
Cerity Partners LLC11.6K$511.8KHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP9.9K$438.5KHeld
Sunbelt Securities, Inc.8.02K$355.2KHeld
OSAIC HOLDINGS, INC.7.35K$325.8KHeld
GTS SECURITIES LLC7.35K$325.5KHeld
BANK OF MONTREAL /CAN/6.48K$289.8KHeld
ROYAL BANK OF CANADA6.13K$271KHeld
IFG Advisory, LLC5.53K$244.9KHeld
Allie Family Office LLC5.46K$242.3KHeld
Financial Engines Advisors L.L.C.5K$221.6KHeld
FOUNDATIONS INVESTMENT ADVISORS, LLC4.77K$211.4KHeld
SLT Holdings LLC4.77K$211.4KHeld
Rehmann Capital Advisory Group4.77K$211.2KHeld
SIMPLEX TRADING, LLC3.82K$169.4KHeld
Steward Partners Investment Advisory, LLC1.33K$59.1KHeld
Municipal Employees' Retirement System of Michigan784.3K$34.8KHeld
HHM Wealth Advisors, LLC653$28.9KHeld
JFS WEALTH ADVISORS, LLC605$26.8KHeld
COMERICA BANK600$26.6KHeld
NATIONAL BANK OF CANADA /FI/535$23.7KHeld
Kestra Advisory Services, LLC507$22.5KHeld
PRIVATE TRUST CO NA500$22.2KHeld
Vermillion Wealth Management, Inc.480$21.3KHeld
Spire Wealth Management400$17.7KHeld
Acumen Wealth Advisors, LLC285$12.6KHeld
BANK OF AMERICA CORP /DE/150$6.65KNew
New Millennium Group LLC125$5.54KHeld
JDM Financial Group LLC46$2.04KHeld
Cambridge Investment Research Advisors, Inc.8.55K$379Held
CURIO WEALTH, LLC5$229Held
Tower Research Capital LLC (TRC)5$222Held
Farther Finance Advisors, LLC0$20Held
CWM, LLC400$18Held
Capital Analysts, LLC364$16Held
TSFG, LLC228$10Held

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.