13F

Stock

Ishares Tr

Ticker not mapped · held by 18 managers

Reported value

$6.65M

Holders

18

+1 new · −1 exited

Holders’ est. mark

Need a prior quarter

Largest holder

$2.18M

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 ULC61.7K$2.18MHeld
RAYMOND JAMES FINANCIAL INC54.8K$1.94MHeld
Bond & Devick Financial Network, Inc.16.4K$578.5KHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP10.8K$381.2KHeld
LODESTAR PRIVATE ASSET MANAGEMENT LLC6.99K$247.1KHeld
Sequoia Financial Advisors, LLC6.41K$226.7KHeld
Citadel6.41K$226.4KHeld
Westmount Partners, LLC6.02K$212.6KHeld
AdvisorNet Financial, Inc5.82K$205.6KHeld
Richard Bernstein Advisors LLC4.21K$148.7KHeld
OSAIC HOLDINGS, INC.2.89K$102KHeld
IMA Advisory Services, Inc.1.89K$66.7KHeld
Godfrey Financial Associates, Inc.1.86K$65.7KHeld
Birchwood Financial Partners, Inc.848$30KHeld
Parallel Advisors, LLC770$27.2KHeld
Mascoma Wealth Management LLC295$10.4KHeld
CoreCap Advisors, LLC104$3.67KHeld
Triumph Capital Management86$3.04KNew

Who left

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.