13F

Stock

Ishares Tr

Ticker not mapped · held by 35 managers

Reported value

$14.9M

Holders

35

+5 new · −7 exited

Holders’ est. mark

−$1.4M

Price effect on 30 books still in the name

Largest holder

$3.4M

JANE STREET GROUP, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
JANE STREET GROUP, LLC93.1K$3.4M−$403.4KCut−$374.6K
Financial Engines Advisors L.L.C.49.6K$1.81M−$201KCut−$69K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC38.3K$1.41M−$355.3KCut−$487.4K
GTS SECURITIES LLC28.6K$1.05M−$32.7KAdded$739.3K
OSAIC HOLDINGS, INC.22.5K$820.7K−$98.3KCut−$524.7K
WCG Wealth Advisors LLC21.7K$793.1K−$94.8KCut−$173.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP21.4K$783.1K−$93.7KCut−$93.7K
Steward Partners Investment Advisory, LLC20K$729.7K−$887Added$721.5K
Vise Technologies, Inc.16.1K$657.1K$0Held
Bison Wealth, LLC12K$633.8K$152.3KAdded$152.3K
JAMES INVESTMENT RESEARCH, INC.11.6K$423.4KNew
Creative Planning10.8K$395.2K−$46.8KCut−$42.8K
NEW YORK LIFE INVESTMENT MANAGEMENT LLC9.31K$340.1KNew
Rockefeller Capital Management L.P.9.26K$338.3K−$38.5KCut−$21.9K
Citadel6.67K$243.7K−$29.1KCut−$1.78M
Forefront Wealth Partners, LLC6.52K$238.3K−$28.5KCut−$83.7K
Farther Finance Advisors, LLC6.36K$232.1K−$28.1KCut−$28.1K
Sound Income Strategies, LLC6.31K$230.4K−$75.4KCut−$75.4K
NBC SECURITIES, INC.1.93K$70.6K−$8.44KCut−$8.44K
Allianz SE1.65K$60.1K−$7.19KCut−$7.19K
Glass Jacobson Investment Advisors llc1.26K$46.2K−$3.49KAdded$13.5K
Advisory Services Network, LLC970$35.5KNew
UBS Group AG860$31.4K−$590Added$25.9K
HHM Wealth Advisors, LLC614$22.4K−$2.59KCut−$1.82K
Provenance Wealth Advisors, LLC508$18.6K−$2.22KCut−$2.22K
BlackRock, Inc.357$13K−$1.31KAdded$915
Anchor Investment Management, LLC250$9.13K−$1.09KCut−$1.09K
Strategic Advocates LLC132$4.82K−$642Cut−$36.5K
CWM, LLC123$4.49K$4.49KAdded$4.49K
Capital Investment Advisory Services, LLC100$3.65K−$437Cut−$437
UMB Bank, n.a.98$3.58K−$350Added$308
Migdal Insurance & Financial Holdings Ltd.47$1.72KNew
MORGAN STANLEY43$1.57K−$186Cut−$380.3K
Sunbelt Securities, Inc.10$375−$34Cut−$207.5K
SBI Securities Co., Ltd.5$183New

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.