13F

Stock

Ishares Tr

Ticker not mapped · held by 3 managers

Reported value

$1.36M

Holders

3

+1 new · −0 exited

Holders’ est. mark

$6.08K

Price effect on 2 books still in the name

Largest holder

$850.9K

Savant Capital, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Savant Capital, LLC19.5K$850.9K$4.13KAdded$74.7K
Sanctuary Advisors, LLC11.3K$492.9K$1.95KAdded$124.6K
ELEVATION POINT WEALTH PARTNERS, LLC468$20.4KNew

Positions as of Q2 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.