13F

Stock

Ishares Tr

Ticker not mapped · held by 9 managers

Reported value

$307.1M

Holders

9

+0 new · −0 exited

Holders’ est. mark

$3.02K

Price effect on 2 books still in the name

Largest holder

$159.8M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/6.81M$159.8MHeld
MORGAN STANLEY5.1M$119.7MHeld
MV CAPITAL MANAGEMENT, INC.756.5K$17.8MHeld
IFP Advisors, Inc220.7K$5.18MHeld
Allworth Financial LP102.9K$2.41MHeld
Farmers National Bank43.2K$1.01MHeld
Gilbert Capital Group, Inc.43K$1.01MHeld
NWAM LLC11.2K$263.8K$3.02KAdded$5.39K
Aventura Private Wealth, LLC55$1.29K$8Added$8

Positions as of Q3 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.