13F

Stock

Ishares Tr

Ticker not mapped · held by 260 managers

Reported value

$1.68B

Holders

260

+1 new · −0 exited

Holders’ est. mark

−$598.2K

Price effect on 8 books still in the name

Largest holder

$153.6M

Aptus Capital Advisors, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Aptus Capital Advisors, LLC7.26M$153.6M—Held
MORGAN STANLEY4.68M$98.9M−$282.3KAdded$13.3M
BANK OF AMERICA CORP /DE/4.18M$88.5M−$254.8KAdded$11.2M
Capital Investment Advisors, LLC3.65M$77.1M—Held
CAPITAL ADVISORS INC/OK3.09M$65.3M—Held
Venture Visionary Partners LLC2.64M$56.3M—Held
RAYMOND JAMES FINANCIAL INC2.54M$53.7M—Held
WELLS FARGO & COMPANY/MN2.28M$48.3M—Held
AMERIPRISE FINANCIAL INC2.22M$46.8M—Held
Sarver Vrooman Wealth Advisors2.19M$46.2M—Held
ROYAL BANK OF CANADA1.95M$41.2M—Held
MERCER GLOBAL ADVISORS INC /ADV1.94M$41.1M—Held
Summit Financial, LLC1.83M$38.6M—Held
SIGMA INVESTMENT COUNSELORS INC1.75M$37.1M—Held
UBS Group AG1.67M$35.2M—Held
Advisors Capital Management, LLC1.66M$35.2M—Held
Klingman & Associates, LLC1.58M$33.4M—Held
SUMMITRY LLC1.55M$32.8M—Held
HighTower Advisors, LLC1.21M$25.6M—Held
NewEdge Advisors, LLC1.2M$25.3M—Held
Sound View Wealth Advisors Group, LLC1.12M$23.7M—Held
COMMONWEALTH EQUITY SERVICES, LLC853.1K$18M—Held
US BANCORP \DE\848.8K$18M—Held
WOODMONT INVESTMENT COUNSEL LLC814K$17.2M—Held
MV CAPITAL MANAGEMENT, INC.781.2K$16.5M−$52.6KAdded$559.9K
EP Wealth Advisors, LLC746.1K$15.8M—Held
Lido Advisors, LLC712.1K$15.1M—Held
Arrow Financial Corp703.8K$14.9M—Held
MB, LEVIS & ASSOCIATES, LLC650.5K$13.8M—Held
Rockefeller Capital Management L.P.621.3K$13.1M—Held
Envision Financial Planning, LLC611.5K$12.9M—Held
Mariner, LLC605.9K$12.8M—Held
PFG Private Wealth Management, LLC599.8K$12.7M—Held
LPL Financial LLC599K$12.7M—Held
Ironwood Financial, llc545.3K$11.5M—Held
Motley Fool Wealth Management, LLC482.7K$10.2M—Held
Probity Advisors, Inc.476.6K$10.1M—Held
Parkway Wealth Management Group, LLC437.7K$9.26M—Held
Commonwealth Financial Services, LLC426.9K$9.03M—Held
Guidance Point Advisors, LLC407.8K$8.62M—Held
TRUIST FINANCIAL CORP404.4K$8.55M—Held
Howland Capital Management LLC403.3K$8.53M—Held
Atlantic Union Bankshares Corp387.5K$8.19M—Held
Snowden Capital Advisors LLC368.2K$7.79M—Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO332.3K$7.03M—Held
LYELL WEALTH MANAGEMENT, LP332.3K$7.03M—Held
MOSELEY INVESTMENT MANAGEMENT INC331.6K$7.01M—Held
Kestra Advisory Services, LLC322.6K$6.82M—Held
First National Trust Co322K$6.81M—Held
Glenview Trust Co302.4K$6.4M—Held
COWA, LLC311.6K$6.18M—Held
Parallel Advisors, LLC286.9K$6.07M—Held
Cheviot Value Management, LLC280.3K$5.94M—Held
HANCOCK WHITNEY CORP274.7K$5.81M—Held
Praetorian Wealth Management, Inc.269K$5.69M—Held
Krilogy Financial LLC264.1K$5.59M—Held
4Thought Financial Group Inc.245.5K$5.19M—Held
DROMS STRAUSS ADVISORS INC /MO/ /ADV236.8K$5.01M—Held
STIFEL FINANCIAL CORP235.2K$4.97M—Held
Keeler Thomas Management LLC224.8K$4.75M—Held
OSAIC HOLDINGS, INC.222.8K$4.71M—Held
ENVESTNET ASSET MANAGEMENT INC217.1K$4.59M—Held
Wilkins Miller Wealth Management, LLC216.4K$4.58M—Held
BENJAMIN EDWARDS INC211.2K$4.47M—Held
Signature Wealth Management Group211.1K$4.46M—Held
OneDigital Investment Advisors LLC211.1K$4.46M—Held
Winthrop Partners - WNY, LLC203.2K$4.3M—Held
Beaumont Asset Management, L.L.C.202.1K$4.27M—Held
Clearstead Advisors, LLC186.2K$3.94M—Held
NEUBERGER BERMAN GROUP LLC164.3K$3.47M—Held
PRECEDENT WEALTH PARTNERS, LLC163.6K$3.46M—Held
Whalen Wealth Management Inc.161.5K$3.42M—Held
ADIRONDACK TRUST CO155.3K$3.28M—Held
Sanctuary Advisors, LLC153.1K$3.24M—New
MCF Advisors LLC152.4K$3.22M—Held
Houlihan Financial Resource Group, Ltd.152.2K$3.22M—Held
Rossmore Private Capital149.1K$3.15M—Held
Cetera Investment Advisers140.1K$2.96M—Held
Beacon Pointe Advisors, LLC132.1K$2.79M—Held
Stratos Wealth Partners, LTD.128.4K$2.72M—Held
Marathon Mission, Inc.127.6K$2.7M—Held
IFP Advisors, Inc122.5K$2.59M−$3KAdded$1.68M
CENTRAL TRUST Co121K$2.56M—Held
Quantum Financial Advisors, LLC115.6K$2.44M—Held
Archford Capital Strategies, LLC111.3K$2.35M—Held
Stonebrook Private Inc.110.9K$2.34M—Held
Wealthstar Advisors, LLC109.5K$2.32M—Held
FULTON BREAKEFIELD BROENNIMAN LLC108.6K$2.3M—Held
Citadel105.8K$2.24M—Held
Atria Investments, Inc105.6K$2.23M—Held
Valmark Advisers, Inc.98.1K$2.08M—Held
Segment Wealth Management, LLC91.6K$1.94M—Held
WRAPMANAGER INC90.6K$1.92M—Held
HAMEL ASSOCIATES, INC.85K$1.8M—Held
UNITED CAPITAL FINANCIAL ADVISORS, LLC84K$1.78M—Held
LBMC INVESTMENT ADVISORS, LLC81.9K$1.73M—Held
JONES FINANCIAL COMPANIES LLLP81.5K$1.72M—Held
Chesley Taft & Associates LLC79.7K$1.69M—Held
BEESE FULMER INVESTMENT MANAGEMENT, INC.79.7K$1.69M—Held
Belpointe Asset Management LLC79.2K$1.68M—Held
REDW Wealth LLC78.9K$1.67M—Held
Associated Banc-Corp78.3K$1.66M—Held
DRIVE WEALTH MANAGEMENT, LLC74.7K$1.58M—Held
COLDSTREAM CAPITAL MANAGEMENT INC73.8K$1.56M—Held
Meridian Wealth Management, LLC72.1K$1.52M—Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC71.8K$1.52M—Held
BEACON FINANCIAL GROUP71.2K$1.51M—Held
Global Retirement Partners, LLC70.5K$1.49M—Held
McGlone Suttner Wealth Management, Inc.69K$1.46M—Held
J.W. COLE ADVISORS, INC.67.6K$1.43M—Held
NovaPoint Capital, LLC64.3K$1.36M—Held
Freestone Capital Holdings, LLC63.2K$1.34M—Held
Paradigm, Strategies in Wealth Management, LLC62.6K$1.32M—Held
Laurel Wealth Advisors LLC62.5K$1.32M—Held
Penobscot Investment Management Company, Inc.60.8K$1.29M—Held
Camelot Portfolios, LLC58.9K$1.25M—Held
Bank of New Hampshire54K$1.14M—Held
Walleye Partners, LLC53.9K$1.14M—Held
Cherry Tree Wealth Management, LLC52.7K$1.12M—Held
NAPLES GLOBAL ADVISORS, LLC52.3K$1.11M—Held
Breachway Investments LLC52K$1.1M—Held
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC52K$1.1M—Held
LITTLE HOUSE CAPITAL LLC51K$1.08M—Held
Newman Dignan & Sheerar, Inc.47.9K$1.01M—Held
OPPENHEIMER & CO INC47.2K$999.3K—Held
Montecito Bank & Trust47.1K$996.3K—Held
Gilbert & Cook, Inc.46.7K$988.6K—Held
Creative Planning46.6K$986.5K—Held
ROMANO BROTHERS AND COMPANY45.5K$962.9K—Held
Leo Wealth, LLC44.7K$946.2K—Held
CAPTRUST FINANCIAL ADVISORS44.6K$943.4K—Held
Farmers National Bank44.1K$932K−$3.03KAdded$12.3K
Integrated Wealth Concepts LLC42K$888.8K—Held
MEMBERS WEALTH LLC41.9K$887.2K—Held
Resonant Capital Advisors, LLC41K$867.6K—Held
Gradient Capital Advisors, LLC40.8K$862.9K—Held
SONATA CAPITAL GROUP INC39.1K$826.3K—Held
Sowell Financial Services LLC38.6K$817K—Held
FourThought Financial Partners, LLC37.9K$800.8K—Held
Private Advisor Group, LLC36.3K$767.4K—Held
Jefferson Bridge Capital, LLC34.8K$735.6K—Held
Jacobi Capital Management LLC34.7K$734.1K—Held
Merit Financial Group, LLC34.4K$728.1K—Held
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC33.2K$701.9K—Held
Koesten, Hirschmann & Crabtree, INC.32.8K$693.2K—Held
Yoder Wealth Management, Inc.32.7K$691.9K—Held
Focus Partners Wealth32.6K$689.1K—Held
MONECO ADVISORS, LLC32.5K$687.4K—Held
Composition Wealth, LLC30.8K$651K—Held
COMERICA BANK30.5K$645K—Held
CGN Advisors LLC30.4K$642.6K—Held
DecisionMap Wealth Management, LLC30.4K$642.4K—Held
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/30K$635.3K—Held
LifePlan Financial, LLC29.7K$629K—Held
KESTRA PRIVATE WEALTH SERVICES, LLC29.3K$620.6K—Held
EVEXIA WEALTH LLC29.2K$618.6K—Held
NESTEGG ADVISORS, INC.26.8K$566.3K—Held
Summit Wealth Partners, LLC26.5K$560.8K—Held
CFO CAPITAL MANAGEMENT LLC26.4K$557.8K—Held
Crews Bank & Trust26K$549.7K—Held
Dorsey & Whitney Trust CO LLC25K$528.8K—Held
Stokes Family Office, LLC24.7K$523K—Held
SPINNAKER TRUST24.7K$521.9K—Held
StoneX Group Inc.24.2K$512.5K—Held
RVW Wealth, LLC23.7K$500.9K—Held
SAX WEALTH ADVISORS, LLC23.4K$494K—Held
Twin Cities Retirement Group LLC22.9K$483.9K—Held
GREAT VALLEY ADVISOR GROUP, INC.22.7K$479.8K—Held
Gryphon Financial Partners LLC22.7K$479.2K—Held
4J Wealth Management LLC22.3K$470.8K—Held
10Elms LLP22.2K$469.5K—Held
Redwood Financial Network Corp21.5K$453.9K—Held
American Money Management, LLC21K$444.2K—Held
Clearstead Trust, LLC20.4K$431.9K—Held
Ellis Investment Partners, LLC20.3K$428.5K—Held
Advisory Services Network, LLC20.1K$424.7K—Held
Lee Financial Co20K$423K—Held
Mutual Advisors, LLC20K$422.9K—Held
Greater Midwest Financial Group, LLC19.7K$416.9K—Held
LEAVELL INVESTMENT MANAGEMENT, INC.19.6K$414.9K—Held
Sterling Investment Advisors, Ltd.19.4K$410K—Held
XML Financial, LLC19.1K$404.9K—Held
Godshalk Welsh Capital Management, Inc.19.1K$402.9K—Held
Fortis Capital Management LLC18.8K$397.5K—Held
Kovack Advisors, Inc.18.7K$395.5K—Held
Brookstone Capital Management18K$380.6K—Held
Farther Finance Advisors, LLC17.9K$379.1K—Held
SIMON QUICK ADVISORS, LLC17.4K$367.7K—Held
Madrid Wealth Management, LLC16.4K$346.2K—Held
Passive Capital Management, LLC.15.7K$332.5K—Held
First Interstate Bank15.6K$330.6K—Held
Cornerstone Wealth Management, LLC15.5K$327.8K—Held
Addison Advisors LLC15.4K$325.7K—Held
KINTRA WEALTH, LLC14.9K$316.2K—Held
Great Diamond Partners, LLC14.5K$305.8K—Held
Foundation Wealth Management, LLC14.3K$302.2K—Held
CARY STREET PARTNERS FINANCIAL LLC14.1K$297.6K—Held
Reliant Wealth Planning13.5K$285.5K—Held
Gilbert Capital Group, Inc.12.8K$271.4K−$821Added$22.7K
Gratus Wealth Advisors, LLC12.7K$268.5K—Held
Accretive Wealth Partners, LLC12.3K$259.4K—Held
MinichMacGregor Wealth Management, LLC12.2K$258.2K—Held
Hyposwiss Advisors SA12.1K$255.8K—Held
Chicago Partners Investment Group LLC11.9K$252.5K—Held
Kesler, Norman & Wride, LLC11.9K$251.9K—Held
LINCOLN CAPITAL CORP11.9K$250.9K—Held
Journey Advisory Group, LLC11.8K$249.6K—Held
Johnson Bixby & Associates, LLC11.7K$248K—Held
Granite Harbor Advisors, Inc.11.5K$244.2K—Held
NWAM LLC11.1K$235.2K−$1.47KAdded$1.12K
HANOVER ADVISORS INC10.9K$230.6K—Held
MML INVESTORS SERVICES, LLC10.7K$226.1K—Held
Van Hulzen Asset Management, LLC10.5K$221.3K—Held
SCOTIA CAPITAL INC.10K$211.5K—Held
GTS SECURITIES LLC9.91K$209.6K—Held
ABSOLUTE CAPITAL MANAGEMENT, LLC9.85K$208.3K—Held
Koshinski Asset Management, Inc.9.78K$206.7K—Held
DEARBORN PARTNERS LLC9.72K$205.6K—Held
STAR Financial Bank9.61K$203.2K—Held
Mendota Financial Group, LLC9.22K$195K—Held
Princeton Global Asset Management LLC8.26K$174.6K—Held
Trust Co8.18K$173K—Held
Banque Cantonale Vaudoise7.16K$151K—Held
Bogart Wealth, LLC6.29K$133.1K—Held
Steward Partners Investment Advisory, LLC5.78K$122.2K—Held
HARBOUR INVESTMENTS, INC.5.57K$117.7K—Held
Pioneer Family Office, LLC4.74K$100.3K—Held
MidFirst Bank4.35K$92.1K—Held
Fidelity4.35K$92K—Held
Boreal Capital Management LLC0$84.6K—Cut−$280
CNB Bank3.76K$79.5K—Held
Wilmington Savings Fund Society, FSB3.75K$79.3K—Held
BOKF, NA3.25K$68.7K—Held
HARBOR INVESTMENT ADVISORY, LLC3.06K$64.8K—Held
Provenance Wealth Advisors, LLC2.43K$51.5K—Held
BARRETT & COMPANY, INC.2.19K$46.3K—Held
Larson Financial Group LLC2K$42.2K—Held
Allworth Financial LP1.65K$35K−$115Cut−$49.5K
PRIVATE TRUST CO NA1.64K$34.6K—Held
PHILLIPS FINANCIAL MANAGEMENT, LLC1.27K$26.9K—Held
Ancora Advisors LLC1.2K$25.3K—Held
MASECO LLP960$20.3K—Held
AE Wealth Management LLC836$17.7K—Held
Key Financial Inc780$16.5K—Held
BANK OF MONTREAL /CAN/711$15K—Held
Rossby Financial, LCC538$11.4K—Held
Janney Montgomery Scott LLC446.3K$9.44K—Held
Bank of Jackson Hole Trust272$5.75K—Held
Peloton Wealth Strategists246.3K$5.21K—Held
CWM, LLC170.1K$3.6K—Held

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.