13F

Stock

Ishares Tr

Ticker not mapped · held by 35 managers

Reported value

$80.1M

Holders

35

+0 new · −0 exited

Holders’ est. mark

−$571.9K

Price effect on 2 books still in the name

Largest holder

$11M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/1.19M$11M−$571.9KCut−$11.2M
Mirae Asset Global Investments Co., Ltd.1.19M$11M—Held
MORGAN STANLEY1.05M$9.71M−$3Added$9.71M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC922.4K$8.53M—Held
LPL Financial LLC836.5K$7.74M—Held
Strategies Wealth Advisors, LLC759K$7.02M—Held
CPC Advisors, LLC589.9K$5.46M—Held
COMMONWEALTH EQUITY SERVICES, LLC301.3K$2.79M—Held
Sankala Group LLC278.7K$2.73M—Held
Quadrature Capital Ltd272.7K$2.52M—Held
GOLDMAN SACHS GROUP INC258.4K$2.39M—Held
Kestra Advisory Services, LLC202.6K$1.87M—Held
Cetera Investment Advisers118.8K$1.1M—Held
Tower Research Capital LLC (TRC)109.6K$1.01M—Held
Glassman Wealth Services83.8K$774.8K—Held
BlackRock, Inc.79.3K$733.4K—Held
Dentgroup LLC67.9K$628.2K—Held
Beverly Hills Private Wealth, LLC67.3K$622.5K—Held
JPMORGAN CHASE & CO66.4K$614.1K—Held
Sowell Financial Services LLC41.6K$385.3K—Held
HighTower Advisors, LLC29.3K$270.8K—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP24.2K$223.7K—Held
Rare Wolf Capital LLC22K$203.6K—Held
&PARTNERS21.2K$196.1K—Held
SCOTIA CAPITAL INC.15.3K$141.3K—Held
TRUIST FINANCIAL CORP12.2K$112.9K—Held
RAYMOND JAMES FINANCIAL INC10.1K$93.4K—Held
NATIONAL BANK OF CANADA /FI/8.2K$75.8K—Held
Morling Financial Advisors, LLC5.34K$49.4K—Held
ROYAL BANK OF CANADA3.95K$37K—Held
Newbridge Financial Services Group, Inc.3.44K$31.8K—Held
OSAIC HOLDINGS, INC.2K$18.5K—Held
SIMPLEX TRADING, LLC1.1K$10.2K—Held
FIFTH THIRD BANCORP280$2.59K—Held
Sunbelt Securities, Inc.107$986—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.