13F

Stock

Ishares Tr

Ticker not mapped · held by 15 managers

Reported value

$40M

Holders

15

+0 new · −0 exited

Holders’ est. mark

−$43.3K

Price effect on 2 books still in the name

Largest holder

$21.8M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.250K$21.8MHeld
BANK OF AMERICA CORP /DE/57K$4.96M−$38.4KAdded$972.4K
Bank of New York Mellon Corp40.2K$3.5MHeld
JANE STREET GROUP, LLC28.6K$2.49MHeld
Insight Wealth Partners, LLC27.4K$2.39MHeld
GOLDMAN SACHS GROUP INC20.5K$1.79MHeld
Citadel17.5K$1.53MHeld
Integrated Wealth Concepts LLC7.53K$655.5KHeld
MORGAN STANLEY5.77K$503K−$4.89KCut−$4.54K
Belpointe Asset Management LLC3.81K$331.7KHeld
HARBOUR INVESTMENTS, INC.984$85.7KHeld
OSAIC HOLDINGS, INC.114$9.93KHeld
UBS Group AG13$1.13KHeld
Geneos Wealth Management Inc.8$697Held
US BANCORP \DE\4$348Held

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.