13F

Stock

Ishares Tr

Ticker not mapped · held by 10 managers

Reported value

$31.5M

Holders

10

+0 new · −1 exited

Holders’ est. mark

$181.5K

Price effect on 3 books still in the name

Largest holder

$16.7M

Allworth Financial LP

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Allworth Financial LP292.2K$16.7MHeld
MORGAN STANLEY111.6K$6.4MHeld
BANK OF AMERICA CORP /DE/86.4K$4.95MHeld
Sanctuary Advisors, LLC49.8K$2.86M$168.4KAdded$26.7K
Keel Point, LLC5.47K$313.3KHeld
Wall Street Financial Group, Inc.3.87K$221.8K$12.7KAdded$19.7K
EVOLUTION WEALTH MANAGEMENT INC.597$34.2KHeld
Kilter Group LLC261$15KHeld
IFP Advisors, Inc114$6.53KHeld
Medallion Wealth Advisors, LLC107$6.13K$387Added$387

Who left

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.