13F

Stock

Ishares Tr

Ticker not mapped · held by 10 managers

Reported value

$23.3M

Holders

10

+1 new · −0 exited

Holders’ est. mark

$10.7K

Price effect on 2 books still in the name

Largest holder

$13.6M

Allworth Financial LP

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Allworth Financial LP179.1K$13.6MHeld
MORGAN STANLEY90.4K$6.85MHeld
BANK OF AMERICA CORP /DE/22.9K$1.73MHeld
Sanctuary Advisors, LLC7.5K$568.5K$9.78KCut−$1M
Savant Capital, LLC6.74K$510.7KNew
Medallion Wealth Advisors, LLC622$47.1K$871Added$871
EVOLUTION WEALTH MANAGEMENT INC.254$19.2KHeld
Noble Wealth Management PBC166$12.6KHeld
IFP Advisors, Inc19$1.44KHeld
Kilter Group LLC10$758Held

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.