13F

Stock

Ishares Tr

Ticker not mapped · held by 7 managers

Reported value

$34.8M

Holders

7

+0 new · −0 exited

Holders’ est. mark

—

Need a prior quarter

Largest holder

$28.8M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/1.45M$28.8M—Held
MORGAN STANLEY121.9K$2.42M—Held
Allworth Financial LP57.3K$1.14M—Held
IFP Advisors, Inc57.1K$1.14M—Held
MV CAPITAL MANAGEMENT, INC.43.3K$860.6K—Held
AllSquare Wealth Management LLC22.9K$454.4K—Held
Holos Integrated Wealth LLC2.08K$41.4K—Held

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.