13F

Stock

Ishares Tr

Ticker not mapped · held by 6 managers

Reported value

$26.6M

Holders

6

+0 new · −0 exited

Holders’ est. mark

$3.15K

Price effect on 1 books still in the name

Largest holder

$26.4M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/601.6K$26.4MHeld
MORGAN STANLEY1.97K$86.2KHeld
Medallion Wealth Advisors, LLC1.84K$80.7K$3.15KAdded$3.5K
WFA of San Diego, LLC791$34.7KHeld
IFP Advisors, Inc197$8.64KHeld
Allworth Financial LP123$5.4KHeld

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.