13F

Stock

Ishares Tr

Ticker not mapped · held by 11 managers

Reported value

$200.3M

Holders

11

+0 new · −0 exited

Holders’ est. mark

$8.78K

Price effect on 5 books still in the name

Largest holder

$89.4M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY3.9M$89.4MHeld
BANK OF AMERICA CORP /DE/3.57M$81.9MHeld
MV CAPITAL MANAGEMENT, INC.594.9K$13.7MHeld
Sanctuary Advisors, LLC406.7K$9.33M$8.12KAdded$35.8K
Allworth Financial LP127.9K$2.94MHeld
IFP Advisors, Inc92.7K$2.13MHeld
Flavin Financial Services, Inc.13.4K$307.4K$267Cut−$3.67M
Savant Capital, LLC10.1K$232.7K$213Cut−$111.8K
INDEPENDENT FINANCIAL GROUP, LLC9.39K$215.5K$176Added$13.7K
AllSquare Wealth Management LLC6.9K$158.4KHeld
Aventura Private Wealth, LLC5$115$0Held

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.