13F

Stock

Ishares Tr

Ticker not mapped · held by 23 managers

Reported value

$5.07M

Holders

23

+0 new · −0 exited

Holders’ est. mark

−$27

Price effect on 1 books still in the name

Largest holder

$1.39M

Cardinal Point Capital Management ULC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Cardinal Point Capital Management ULC33.5K$1.39MHeld
RAYMOND JAMES FINANCIAL INC13.5K$558.3KHeld
JANE STREET GROUP, LLC11.9K$492.6KHeld
JPMORGAN CHASE & CO11.6K$480.2KHeld
OSAIC HOLDINGS, INC.9.13K$378KHeld
Citadel8.86K$366.7KHeld
SAX WEALTH ADVISORS, LLC7.79K$322.6KHeld
Bond & Devick Financial Network, Inc.7.25K$299.9KHeld
Westmount Partners, LLC5.74K$237.3KHeld
Steward Partners Investment Advisory, LLC5K$206.9KHeld
Parallel Advisors, LLC2.69K$111.3KHeld
CoreCap Advisors, LLC1.35K$55.8KHeld
Gould Capital, LLC1.18K$48.7KHeld
Birchwood Financial Partners, Inc.1.05K$43.4KHeld
BANK OF MONTREAL /CAN/783$32.4KHeld
CGC Financial Services, LLC483$20KHeld
Mascoma Wealth Management LLC329$13.6KHeld
AdvisorNet Financial, Inc239$9.89KHeld
HALBERT HARGROVE GLOBAL ADVISORS, LLC107$4.44KHeld
JNBA Financial Advisors56$2.32KHeld
UBS Group AG12$497Held
MORGAN STANLEY1$49−$27Cut−$27
Lodestone Wealth Management LLC1$21Held

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.