13F

Stock

Ishares Tr

Ticker not mapped · held by 5 managers

Reported value

$13.8M

Holders

5

+2 new · −0 exited

Holders’ est. mark

−$5.6K

Price effect on 3 books still in the name

Largest holder

$9.3M

Sanctuary Advisors, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Sanctuary Advisors, LLC405.5K$9.3M−$3.87KAdded$453.4K
Flavin Financial Services, Inc.173.5K$3.98M−$1.73KCut−$90.8K
Savant Capital, LLC15K$344.4KNew
INDEPENDENT FINANCIAL GROUP, LLC8.8K$201.8KNew
Aventura Private Wealth, LLC5$115$0Held

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.