13F

Stock

Ishares Tr

Ticker not mapped · held by 3 managers

Reported value

$46.1M

Holders

3

+0 new · −0 exited

Holders’ est. mark

$1.96M

Price effect on 1 books still in the name

Largest holder

$24.5M

INDEPENDENT FINANCIAL GROUP, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
INDEPENDENT FINANCIAL GROUP, LLC373.4K$24.5M$1.96MAdded$2.07M
BANK OF AMERICA CORP /DE/328.3K$21.5MHeld
MORGAN STANLEY1$74Held

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.