13F

Stock

Ishares Tr

Ticker not mapped · held by 5 managers

Reported value

$4.02M

Holders

5

+2 new · −0 exited

Holders’ est. mark

$381.5K

Price effect on 2 books still in the name

Largest holder

$2.83M

Sanctuary Advisors, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Sanctuary Advisors, LLC52.5K$2.83M$380.8KCut−$281.3K
Ramiah Investment Group15.5K$837.4KNew
Wall Street Financial Group, Inc.3.75K$202.2KHeld
ELEVATION POINT WEALTH PARTNERS, LLC2.67K$144KNew
Medallion Wealth Advisors, LLC107$5.75K$730Added$784

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.