13F

Stock

Ishares Tr

Ticker not mapped · held by 17 managers

Reported value

$5.96M

Holders

17

+0 new · −1 exited

Holders’ est. mark

−$71K

Price effect on 17 books still in the name

Largest holder

$2.14M

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 ULC61.6K$2.14M−$32.8KCut−$36K
Bond & Devick Financial Network, Inc.29K$1.01M−$8.71KAdded$429.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP17.6K$611.5K−$5.74KAdded$230.2K
Citadel12.1K$419.9K−$3.41KAdded$193.5K
Richard Bernstein Advisors LLC11.7K$406.7K−$2.27KAdded$258K
AdvisorNet Financial, Inc10.7K$371.8K−$3.09KAdded$166.2K
LODESTAR PRIVATE ASSET MANAGEMENT LLC6.99K$243.3K−$3.72KCut−$3.76K
Sequoia Financial Advisors, LLC6.41K$223.3K−$3.41KCut−$3.41K
Westmount Partners, LLC6.02K$209.4K−$3.2KCut−$3.2K
OSAIC HOLDINGS, INC.2.89K$100.5K−$1.53KCut−$1.53K
IMA Advisory Services, Inc.1.94K$67.4K−$1KAdded$736
Godfrey Financial Associates, Inc.1.86K$64.7K−$990Cut−$990
Birchwood Financial Partners, Inc.1.32K$46K−$451Added$16.1K
Parallel Advisors, LLC770$26.8K−$410Cut−$410
Mascoma Wealth Management LLC295$10.3K−$156Cut−$156
CoreCap Advisors, LLC104$3.62K−$55Cut−$55
Triumph Capital Management86$2.99K−$46Cut−$46

Who left

Positions as of Q1 2026. 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.