13F

Stock

Ishares Tr

Ticker not mapped · held by 8 managers

Reported value

$19.6M

Holders

8

+0 new · −0 exited

Holders’ est. mark

$5.24K

Price effect on 2 books still in the name

Largest holder

$10.3M

Allworth Financial LP

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Allworth Financial LP233.8K$10.3MHeld
MORGAN STANLEY144.4K$6.34MHeld
BANK OF AMERICA CORP /DE/39.3K$1.73MHeld
Savant Capital, LLC19.5K$856.3K$7.19KAdded$5.45K
Sanctuary Advisors, LLC8.5K$368.3K−$1.95KCut−$124.6K
EVOLUTION WEALTH MANAGEMENT INC.463$20.3KHeld
IFP Advisors, Inc152$6.68KHeld
Kilter Group LLC4$176Held

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.