13F

Stock

Ishares Tr

Ticker not mapped · held by 3 managers

Reported value

$1.69M

Holders

3

+1 new · −0 exited

Holders’ est. mark

$154.2K

Price effect on 2 books still in the name

Largest holder

$1.57M

Sanctuary Advisors, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Sanctuary Advisors, LLC21.1K$1.57M$149.7KAdded$50.6K
ELEVATION POINT WEALTH PARTNERS, LLC1.02K$76.2KNew
Medallion Wealth Advisors, LLC622$46.2K$4.5KAdded$4.5K

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.