13F

Stock

Ishares Tr

Ticker not mapped · held by 75 managers

Reported value

$130.1M

Holders

75

+11 new · −17 exited

Holders’ est. mark

−$1.49M

Price effect on 64 books still in the name

Largest holder

$25.5M

ENVESTNET ASSET MANAGEMENT INC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
ENVESTNET ASSET MANAGEMENT INC864.1K$25.5M−$314KCut−$33M
Hennion & Walsh Asset Management, Inc.674.1K$19.9M−$234KAdded$657K
LPL Financial LLC505.2K$14.9M−$183.6KCut−$12.1M
Cetera Investment Advisers317.7K$9.37M−$115.4KCut−$7.3M
Jordan Park Group LLC798.1K$5.83MNew
MORGAN STANLEY195.6K$5.77M−$71.1KCut−$3.36M
BANK OF AMERICA CORP /DE/159.1K$4.69M−$42.7KAdded$1.19M
JPMORGAN CHASE & CO147.2K$4.32M−$78.5KCut−$978.2K
MML INVESTORS SERVICES, LLC140.5K$4.15M−$51.1KCut−$650.9K
COMMONWEALTH EQUITY SERVICES, LLC140.1K$4.13M−$50.9KCut−$3.96M
ASSETMARK, INC126.1K$3.72M−$45.8KCut−$5.37M
Envestnet Portfolio Solutions, Inc.117.4K$3.46M−$42.7KCut−$3.4M
RiverFront Investment Group, LLC114.8K$3.39M−$25.3KAdded$1.3M
Kelly Financial Services LLC57.4K$1.69M−$17.6KCut−$3.09M
DIVERSIFY WEALTH MANAGEMENT, LLC54.3K$1.59M−$23.7KAdded$615.3K
JB Capital LLC43K$1.27M−$15.6KCut−$1.44M
OSAIC HOLDINGS, INC.36.2K$1.07M−$13.1KCut−$322.6K
Prosperity Consulting Group, LLC34.1K$1M−$12.4KCut−$12.4K
Triad Wealth Partners, LLC32.8K$967K−$11.9KCut−$858.5K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors29.3K$865.7K−$10.7KCut−$1.04M
INTEGRITY ALLIANCE, LLC.26.1K$768.4K−$8.26KAdded$90K
CreativeOne Wealth, LLC25.3K$747.2K−$9.2KCut−$1.02M
Eaton Financial Holdings Company, LLC23.8K$703.4K−$4.4KAdded$340.1K
Fortis Group Advisors, LLC22.7K$662.8K−$17.4KCut−$23.5K
ShoreHaven Wealth Partners, LLC22.1K$650.8K−$8.04KCut−$583.3K
Sanctuary Advisors, LLC18.7K$551.3K−$6.8KCut−$312.1K
MATHER GROUP, LLC.18.6K$548.2KNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP17.9K$528.9K−$6.52KCut−$230K
Citadel17.7K$521.5K−$6.42KCut−$28.5K
RAYMOND JAMES FINANCIAL INC17.5K$517.3K−$6.36KCut−$116.5K
Sequoia Financial Advisors, LLC15.7K$464.5K−$5.72KCut−$154.5K
Detalus Advisors, LLC14.9K$438.8K−$5.42KCut−$168.4K
QP WEALTH MANAGEMENT, LLC13.1K$386.3K−$4.76KCut−$172K
Quadrant Private Wealth Management, LLC12.6K$370.8K−$4.57KCut−$436.6K
Orion Porfolio Solutions, LLC12.1K$357.8K−$4.41KCut−$438.3K
PNC Financial Services Group, Inc.11.9K$351.8K−$4.33KCut−$10.4M
Moors & Cabot, Inc.11.8K$346.7K−$4.27KCut−$4.27K
Invst, LLC11.7K$345.6K−$4.26KCut−$534.2K
SIGNET FINANCIAL MANAGEMENT, LLC11.1K$328.2K−$4.04KCut−$413.8K
Steward Partners Investment Advisory, LLC11.1K$326K−$3.99KCut−$2.22K
Summit Financial, LLC10.5K$309.6KNew
ARMSTRONG ADVISORY GROUP, INC9.49K$280K−$3.45KCut−$53.3K
Concurrent Investment Advisors, LLC8.15K$240.5KNew
Vision Retirement, LLC8.04K$237.2K−$2.91KCut−$44.3K
Arkadios Wealth Advisors7.76K$228.8K−$2.82KCut−$270.8K
GTS SECURITIES LLC7.43K$219.3KNew
Luminist Capital LLC6.79K$200.3K−$2.32KAdded$8.98K
Sunrise Financial Services, LLC4.94K$145.6K−$1.79KCut−$5.88K
Transamerica Financial Advisors, LLC4.53K$133.7K−$1.62KCut−$122K
Colonial Trust Co / SC3.52K$103.7K−$121Added$93.7K
Synergy Investment Management, LLC3.2K$94.3K−$1.16KCut−$122.1K
STANCE CAPITAL LLC2.42K$71.4KNew
AE Wealth Management LLC2.29K$67.7K−$834Cut−$84.7K
PRIVATE TRUST CO NA1.67K$49.1K−$605Cut−$13.7K
Arax Advisory Partners1.56K$45.9K$4.83KCut−$251.9K
FIFTH THIRD BANCORP1.51K$44.7KNew
Larson Financial Group LLC1K$29.5K−$363Cut−$363
BlackRock, Inc.680$20.1K−$247Cut−$29.2K
WELLS FARGO & COMPANY/MN619$18.3K−$234Cut−$234
CWM, LLC604$17.8K$589Added$17.8K
IFP Advisors, Inc561$16.5K−$204Cut−$18.7K
Advisory Services Network, LLC546$16.1KNew
Rossby Financial, LCC536$15.8K−$98Added$6.4K
ROYAL BANK OF CANADA402$11K−$984Cut−$11K
LGT Financial Advisors LLC290$8.55K−$105Cut−$12.3K
Golden State Wealth Management, LLC245$7.26K−$78Added$11
Cornerstone Planning Group LLC247$7.17KNew
Sunbelt Securities, Inc.121$3.57K−$49Cut−$4.5K
Aptus Capital Advisors, LLC75$2.21K−$28Cut−$28
Signature Equity Partners, LLC55$1.62KNew
PARK AVENUE SECURITIES LLC34.2K$1.01K−$12Cut−$1.19K
CoreCap Advisors, LLC13$383−$5Cut−$5
Janney Montgomery Scott LLC8.5K$251New
WEDBUSH SECURITIES INC7.4K$218−$3Added$12
HANTZ FINANCIAL SERVICES, INC.7$0$0Held

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.