13F

Stock

Ishares Tr

Ticker not mapped · held by 5 managers

Reported value

$15.3M

Holders

5

+2 new · −2 exited

Holders’ est. mark

−$262.8K

Price effect on 3 books still in the name

Largest holder

$9.96M

BlackRock, Inc.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.400K$9.96M−$193.4KCut−$193.4K
Lido Advisors, LLC120K$2.99M−$58KCut−$167.5M
RAYMOND JAMES FINANCIAL INC60.4K$1.5MNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP32.5K$809.7K−$11.4KAdded$209.3K
IFP Advisors, Inc85$2.12KNew

Who left

Positions as of Q1 2026. 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.