13F

Stock

Ishares Tr

Ticker not mapped · held by 39 managers

Reported value

$24.4M

Holders

39

+0 new · −1 exited

Holders’ est. mark

−$32

Price effect on 1 books still in the name

Largest holder

$5.86M

Foguth Wealth Management, LLC.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Foguth Wealth Management, LLC.132.8K$5.86MHeld
JANE STREET GROUP, LLC92.3K$3.78MHeld
Citadel49.4K$2.02MHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC41.2K$1.89MHeld
Financial Engines Advisors L.L.C.46K$1.88MHeld
OSAIC HOLDINGS, INC.32.9K$1.35MHeld
WCG Wealth Advisors LLC23.6K$966.5KHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP21.4K$876.8KHeld
Vise Technologies, Inc.16.1K$657.1KHeld
Bison Wealth, LLC12K$481.6KHeld
B. Riley Wealth Advisors, Inc.11.3K$463KHeld
Creative Planning10.7K$438KHeld
MORGAN STANLEY9.34K$381.9K−$32Added$381.8K
Empower Advisory Group, LLC9.11K$372.7KHeld
MML INVESTORS SERVICES, LLC9.02K$369.1KHeld
Rockefeller Capital Management L.P.8.81K$360.3KHeld
Forefront Wealth Partners, LLC7.87K$322KHeld
GTS SECURITIES LLC7.49K$306.6KHeld
Sound Income Strategies, LLC6.31K$305.8KHeld
FLPUTNAM INVESTMENT MANAGEMENT CO6.46K$264.1KHeld
Farther Finance Advisors, LLC6.36K$260.2KHeld
COMMONWEALTH EQUITY SERVICES, LLC5.83K$238.5KHeld
Sunbelt Securities, Inc.5.08K$207.9KHeld
NBC SECURITIES, INC.1.93K$79KHeld
Allianz SE1.65K$67.3KHeld
Strategic Advocates LLC997$41.3KHeld
Glass Jacobson Investment Advisors llc798$32.6KHeld
Arax Advisory Partners750$30.7KHeld
HHM Wealth Advisors, LLC593$24.3KHeld
Provenance Wealth Advisors, LLC508$20.8KHeld
CIBC Private Wealth Group LLC340$13.9KHeld
BlackRock, Inc.296$12.1KHeld
Anchor Investment Management, LLC250$10.2KHeld
Steward Partners Investment Advisory, LLC199$8.16KHeld
UBS Group AG135$5.52KHeld
Capital Investment Advisory Services, LLC100$4.09KHeld
CoreCap Advisors, LLC88$3.6KHeld
UMB Bank, n.a.80$3.27KHeld
CWM, LLC123$5Held

Who left

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.