13F

Stock

Ishares Tr

Ticker not mapped · held by 281 managers

Reported value

$2.34B

Holders

281

+47 new · −28 exited

Holders’ est. mark

$63.3M

Price effect on 211 books still in the name

Largest holder

$556.3M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.12.2M$556.3M$8.67MAdded$315M
ROYAL BANK OF CANADA4.71M$214.5M$3.42MAdded$119.1M
BANK OF AMERICA CORP /DE/3.59M$163.7M$5.68MCut−$433.5K
GOLDMAN SACHS GROUP INC3.42M$155.9M$5.41MCut−$42.7M
WELLS FARGO & COMPANY/MN3.22M$146.5M$4.7MAdded$15.5M
MORGAN STANLEY3.01M$137M$3.99MAdded$26M
UBS Group AG2M$91.1M$1.63MAdded$45.8M
JANE STREET GROUP, LLC1.7M$77.4M$431.6KAdded$65.4M
AMERIPRISE FINANCIAL INC1.35M$71.7M$8.96MAdded$29.1M
Millburn Ridgefield LLC /DE/1.44M$65.6M$2.02MAdded$9.22M
Catalyst Capital Advisors LLC1.44M$65.6M$2.02MAdded$9.22M
TD Asset Management Inc1.23M$56M$1.94MCut−$9.74M
Fisher Asset Management, LLC1.19M$54M$1.84MAdded$2.8M
Lido Advisors, LLC661.5K$30.1M$885.6KAdded$19.3M
JPMORGAN CHASE & CO583.7K$25.9M$268.5KCut−$29.3M
ENVESTNET ASSET MANAGEMENT INC548.9K$25M$844.3KAdded$1.51M
LPL Financial LLC528.5K$24.1M$835.1KCut−$648.1K
PRINCIPAL SECURITIES, INC.502.1K$22.9M$777.3KAdded$1.24M
Union Bancaire Privee, UBP SA476.2K$21.1M$104KCut−$1.22M
Rathbones Group PLC398.1K$18.1M$553KAdded$2.74M
PGIM Custom Harvest LLC328.3K$15M$410.5KAdded$3.53M
Vontobel Holding Ltd.289.2K$13.2M$456.9KAdded$332.3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC254.4K$11.6M$65.9KAdded$9.76M
HighTower Advisors, LLC247.9K$11.3M$391.6KCut−$1.85M
Rothschild & Co Wealth Management UK Ltd233.6K$10.6M$369KCut−$1.64M
Creative Planning230.7K$10.5M$345.9KAdded$881.2K
Kovitz Investment Group Partners, LLC227.4K$10.4M$359.3KAdded$309.2K
GHP Investment Advisors, Inc.165.3K$7.53M$261.1KAdded$122.8K
SYON CAPITAL LLC164.5K$7.49M$259.9KCut−$26.8K
Sharper & Granite LLC150.6K$6.86M$210KAdded$1.02M
Private Wealth Advisors, LLC144.7K$6.59M$223.6KAdded$370K
Pictet North America Advisors SA137.9K$6.28M$189.2KAdded$1.02M
OSAIC HOLDINGS, INC.137.6K$6.27M$217.4KAdded$90.8K
ZACKS INVESTMENT MANAGEMENT129.4K$5.89M$187.2KAdded$683.6K
Valence8 US LP120K$5.47M$189.6KAdded$189.6K
Cetera Investment Advisers98.2K$4.47M$51KAdded$3.05M
VPR Management LLC97.5K$4.44M$103.5KAdded$1.56M
Prospera Financial Services Inc96.7K$4.41M$152.8KAdded$104.6K
Rockefeller Capital Management L.P.94.3K$4.29M$148.9KAdded$140K
NEW VERNON CAPITAL HOLDINGS II LLC93.3K$4.25M$147.5KCut−$844.5K
Sarasin & Partners LLP91.7K$4.18MNew
MML INVESTORS SERVICES, LLC85.7K$3.9M$135.4KCut−$359K
BROWN ADVISORY INC84.3K$3.84M$133.1KAdded$118.7K
Idaho Trust Co83.3K$3.8M$116.4KAdded$578.2K
Citadel82.2K$3.75MNew
Waverly Advisors, LLC80.6K$3.67M$125.8KAdded$170.4K
Prostatis Group LLC79.1K$3.61M$125KCut−$482.9K
MONTAG A & ASSOCIATES INC79.1K$3.6M$122.5KAdded$195.6K
FIL Ltd78.2K$3.56M$123.5KCut−$158.3K
BlueStem Wealth Partners, LLC78.1K$3.56M$123.4KCut−$9.68K
Ascent Group, LLC71.7K$3.27M$48.7KAdded$1.91M
Federation des caisses Desjardins du Quebec66.2K$3.02M$104.6KCut−$1.77M
Onyx Bridge Wealth Group LLC65.7K$2.99M$97.3KAdded$285.2K
HSBC HOLDINGS PLC64.5K$2.94M$99KAdded$182.2K
Bank of New York Mellon Corp62.4K$2.84M$93.4KAdded$244.8K
Black Maple Capital Management LP55.9K$2.55M$88.3KCut−$426.2K
Sanctuary Advisors, LLC55.4K$2.53M$84.6KAdded$170.5K
Bank Julius Baer & Co. Ltd, Zurich52.4K$2.39M$39.6KAdded$1.29M
Global Endowment Management, LP50K$2.28M$79KAdded$79K
MATAURO, LLC49.4K$2.25MNew
EVERGREEN CAPITAL MANAGEMENT LLC49K$2.23M$71.7KAdded$234.6K
RAYMOND JAMES FINANCIAL INC48.7K$2.22M$76.9KAdded$14.2K
TUDOR INVESTMENT CORP ET AL48.3K$2.2MNew
Prosperity Consulting Group, LLC47K$2.14M$27.7KAdded$1.37M
Mittelman Wealth Management46.5K$2.12M$69.5KAdded$187.2K
Robertson Stephens Wealth Management, LLC46.1K$2.1M$71.4KAdded$112.5K
SCOTIA CAPITAL INC.44.7K$2.03M$70.3KAdded$79.2K
DIVERSIFY WEALTH MANAGEMENT, LLC41.7K$1.92MNew
Corient Private Wealth LLC59.8K$1.85M−$776KCut−$789K
Integrated Wealth Concepts LLC32.6K$1.49M$51.5KCut−$28.9K
PLANWISER FINANCIAL, LLC30.5K$1.46M$80.5KCut−$359.8K
Beacon Pointe Advisors, LLC31.4K$1.43M$17.1KAdded$954.5K
Barry Investment Advisors, LLC31.1K$1.42M$49.2KAdded$48.3K
Squarepoint Ops LLC30.8K$1.41MNew
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.31K$1.4M$37.1KCut−$789K
Quantinno Capital Management LP30.8K$1.4M$48.6KCut−$89.6K
INSIGNEO ADVISORY SERVICES, LLC30.7K$1.4M$46.3KAdded$111.5K
Invesco Ltd.30.7K$1.4M$41.2KAdded$251.3K
HB Wealth Management, LLC30K$1.37M$47.4KAdded$47.4K
Providence First Trust Co28.7K$1.31M$41KAdded$167.1K
Robinson Value Management, Ltd.28.6K$1.3M$45.2KCut−$114.4K
HUTCHINSON CAPITAL MANAGEMENT/CA27.2K$1.24M$43KAdded$43K
LMCG INVESTMENTS, LLC26.8K$1.22M$42.4KAdded$22K
Focus Partners Wealth26.8K$1.22M$25KAdded$523.9K
Allie Family Office LLC26.7K$1.21M$42.1KAdded$42.1K
Dunhill Financial, LLC26.6K$1.21MNew
CONTRAVISORY INVESTMENT MANAGEMENT, INC.26.1K$1.19M$41.2KCut−$18.9K
Sage Capital Management, LLC26.1K$1.19M$41.2KAdded$36.8K
Legacy Capital Group California, Inc.25.9K$1.18M$40.9KCut−$19.2K
Evolution Wealth Advisors, LLC25K$1.14M$39.5KAdded$39.5K
MEEDER ASSET MANAGEMENT INC23.8K$1.08M$37.6KCut−$210.6K
Creekside Partners23.4K$1.07M$36.9KAdded$36.9K
Empowered Funds, LLC23.1K$1.05MNew
Private Advisor Group, LLC21.2K$967.5KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO20.6K$940.2K$28.7KAdded$142.1K
Csenge Advisory Group20.5K$935.8KNew
Ameritas Advisory Services, LLC20.3K$926.7K$22.8KAdded$291.3K
Henrickson Nauta Wealth Advisors, Inc.20.2K$922.4K$10.3KCut−$901.8K
TIEMANN INVESTMENT ADVISORS, LLC20.1K$915.1K$31.7KAdded$20.7K
PARTNERS CAPITAL INVESTMENT GROUP, LLP19.6K$894.6K$31KCut−$213.9K
Mount Lucas Management LP19.3K$878.5K$30.5KCut−$2.08K
ACIMA PRIVATE WEALTH, LLC19.2K$875K$30.3KAdded$31.3K
Dynamic Wealth Strategies, LLC19.1K$870.6K$30.2KAdded$26K
HighPoint Advisor Group LLC18.4K$839.3K$27.9KAdded$61.8K
NISA INVESTMENT ADVISORS, LLC18.2K$829.2K$28.8KAdded$28.8K
INNEALTA CAPITAL, LLC17.9K$815KNew
Caprock Group, LLC17.4K$790.9K$26.2KAdded$60.5K
LFA - Lugano Financial Advisors SA16.1K$731.3K$25.1KAdded$33.4K
TBH Global Asset Management, LLC15.9K$724.2KNew
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15.3K$709.4K$18.1KCut−$299.5K
SCHRODER INVESTMENT MANAGEMENT GROUP15.5K$706.9K$22.1KAdded$90.5K
Orion Porfolio Solutions, LLC15.4K$701.8K$16.5KAdded$244K
BECKER CAPITAL MANAGEMENT INC15.4K$699.8K$24.3KAdded$10.1K
GROUP ONE TRADING LLC14.7K$669.6KNew
COMMONWEALTH EQUITY SERVICES, LLC14.6K$665.8K$20.2KAdded$102.6K
Boltwood Capital Management14.5K$659.5K$21.3KAdded$65.8K
Everstar Asset Management, LLC14.4K$653.9K$127.4KCut−$409.8K
Mirae Asset Global Investments Co., Ltd.13.4K$610.5K$21.2KCut−$670K
BLAIR WILLIAM & CO/IL13.4K$609.1K$21.1KCut−$85.2K
Fidelity13.3K$603.9K$13.4KAdded$230.4K
BFI Infinity Ltd.13.2K$599.1K$18.7KAdded$78.6K
M&T Bank Corp12.8K$580.9K$20.1KAdded$20.1K
FIFTH THIRD BANCORP12.5K$569.7KNew
&PARTNERS12K$546K$80.6KCut−$31.7K
SIGNATUREFD, LLC11.8K$537.9K$18.7KAdded$18.7K
DV Trading LLC11.6K$530.3K$18.4KAdded$799
LAFFER TENGLER INVESTMENTS, INC.11.6K$528.5K$18.3KAdded$18.3K
Visionary Horizons, LLC11.1K$504.1K$17.5KCut−$49.6K
Arkadios Wealth Advisors11.1K$503.8K$15.4KAdded$75K
Vivaldi Capital Management LP11K$500.3K$17.3KAdded$18.3K
Pathstone Holdings, LLC10.9K$494.6K$12.8KAdded$138K
CITIGROUP INC10.8K$493.1K$17.1KAdded$15.3K
Compagnie Lombard Odier SCmA10.3K$470.1K$16.3KCut−$1.68M
NOMURA ASSET MANAGEMENT CO LTD10.2K$463.5K$16.1KAdded$16.1K
Y-Intercept (Hong Kong) Ltd10.1K$461.6KNew
BERKSHIRE ASSET MANAGEMENT LLC/PA9.75K$444.2K$15.4KAdded$15.4K
Brookstone Capital Management9.57K$436K$15.1KCut−$25.9K
Brooklyn Investment Group9.18K$418.3K$14.1KAdded$14.1K
Kestra Advisory Services, LLC9.16K$417.3K$13.9KAdded$30K
Retirement Planning Group, LLC9.09K$414.1K$14.3KAdded$16.9K
STIFEL FINANCIAL CORP9.07K$413.3K$14.3KCut−$557.4K
Vertex Investment Solutions Co., Ltd.9.2K$408.8K$3.86KCut−$577.2K
Walkner Condon Financial Advisors LLC8.8K$401K$13.9KAdded$10.7K
IFP Advisors, Inc8.69K$395.8K$4.85KAdded$260.9K
Quadrature Capital Ltd8.52K$388.2KNew
CreativeOne Wealth, LLC8.38K$381.7K$13.2KAdded$9.19K
KESTRA PRIVATE WEALTH SERVICES, LLC8.27K$376.9KNew
FIDUCIARY FINANCIAL GROUP, LLC8.25K$375.7K$13KAdded$13K
ASSETMARK, INC8.07K$367.8K$11.5KAdded$47.7K
Trek Financial, LLC8.04K$366.4K$12.7KCut−$1.32M
Ausdal Financial Partners, Inc.7.8K$355.2K$10.6KAdded$59.8K
World Investment Advisors7.79K$354.9KNew
Cerity Partners LLC7.46K$339.8K$11.2KAdded$28.8K
CHAPMAN FINANCIAL GROUP, LLC7.18K$327.3K$11.4KAdded$11.4K
TRUIST FINANCIAL CORP7K$319K$11.1KCut−$14.8K
Rehmann Capital Advisory Group6.96K$317.2K$7.42KAdded$110.7K
StoneX Group Inc.6.96K$317.1KNew
Tactive Advisors, LLC6.94K$316.1K$8.58KAdded$77.4K
ASHFORD CAPITAL MANAGEMENT INC6.84K$311.8K$7.31KAdded$108.4K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6.75K$307.7K$9.14KAdded$53.3K
Climber Capital SA6.75K$304.2K$8.34KAdded$8.34K
PICTON MAHONEY ASSET MANAGEMENT6.51K$296.6K$9.83KAdded$23K
Americana Partners, LLC6.49K$295.5KNew
JGP Wealth Management, LLC6.42K$292.4K$9.08KAdded$39.7K
RWA WEALTH PARTNERS, LLC6.13K$279.3K$9.68KAdded$6.87K
Gotham Asset Management, LLC6.11K$278.2KNew
Composition Wealth, LLC6.03K$274.8K$9.28KAdded$16.4K
Sterling Investment Counsel, LLC5.98K$272.5KNew
OPPENHEIMER & CO INC5.77K$263K$9.09KAdded$9.91K
Values Added Financial LLC5.76K$262.4K$9.1KAdded$9.1K
Wealthspire Advisors, LLC5.74K$261.6K$8.51KAdded$24.6K
BBR PARTNERS, LLC5.72K$260.7K$9.04KAdded$9.04K
NorthRock Partners, LLC5.71K$260.1K$9.06KCut−$27K
Independent Advisor Alliance5.59K$254.7KNew
BlackDiamond Wealth Management, LLC5.43K$247.5K−$7.79KCut−$3.37K
Farther Finance Advisors, LLC5.33K$247.3K$3.03KAdded$191.1K
BLALOCK WILLIAMS, LLC5.38K$244.9KNew
Lunt Capital Management, Inc.5.33K$242.9K$8.42KAdded$8.2K
Gen-Wealth Partners Inc5.16K$235K$8.17KCut−$4.58K
SVB WEALTH LLC5.07K$231K$7.27KAdded$28.7K
Saranac Partners Ltd3.3K$230.2KNew
BOS Asset Management, LLC5.04K$229.8K$7.92KAdded$9.24K
Finley Financial, LLC5.04K$229.6K$7.96KAdded$7.96K
WJ Financial Advisors LLC4.99K$227.1K$7.88KAdded$3.48K
TPG Financial Advisors, LLC4.97K$226.6KNew
Cresset Asset Management, LLC4.78K$217.8K$7.55KAdded$7.55K
FOCUSED ALPHA, LLC4.6K$209.4K$7.26KCut−$5.8K
Forthright Family Wealth Advisory LLC6.06K$207.3KNew
STEPHENS INC /AR/4.53K$206.2K$7.15KAdded$4.95K
SteelPeak Wealth, LLC4.46K$203.1KNew
Advisory Services Network, LLC4.34K$197.7KNew
Legacy Bridge, LLC4K$182.2K$6.32KAdded$6.32K
BANK OF MONTREAL /CAN/3.95K$179.9K$5.69KAdded$21.5K
CWM, LLC3.6K$164K$140KAdded$163.9K
HARBOUR INVESTMENTS, INC.3.59K$163.7K$4.17KAdded$47.6K
Arax Advisory Partners3.5K$159.3KNew
AlphaCentric Advisors LLC3.04K$138.7K$4.79KAdded$5.43K
Curat Global, LLC2.66K$121.2K$4.2KAdded$4.2K
Western Wealth Management, LLC2.55K$116.1KNew
MassMutual Private Wealth & Trust, FSB2.52K$115K$3.99KAdded$119
Capital Advisor Network LLC2.33K$106.4KHeld
BNP PARIBAS FINANCIAL MARKETS1.94K$88.4K$1.17KAdded$55.8K
JONES FINANCIAL COMPANIES LLLP1.75K$77.2K$182Added$20.9K
CENTRAL TRUST Co1.65K$75.2K$2.61KAdded$2.61K
3 FACTOR INDEXING, LLC1.62K$73.9KHeld
BOCHK Asset Management Ltd1.58K$72KNew
Twin Lakes Capital Management, LLC1.51K$68.8K$2.39KAdded$2.39K
MAI Capital Management1.5K$68.3K$2.37KAdded$1.4K
AMERIFLEX GROUP, INC.1.49K$68.1KNew
Russell Investments Group, Ltd.1.4K$63.8K$2.21KAdded$2.21K
PNC Financial Services Group, Inc.1.38K$62.7K$1.91KAdded$9.7K
HOWE & RUSLING INC1.34K$61.3KNew
Founders Financial Alliance, LLC1.32K$60.4K$2.09KAdded$2.09K
USA FINANCIAL FORMULAS1.28K$58.3K$2.02KCut−$253K
US BANCORP \DE\1.2K$54.7K$1.9KAdded$1.9K
Evelyn Partners Asset Management Ltd1.16K$52.7K$1.83KCut−$156.9K
Bradley & Co. Private Wealth Management, LLC1.15K$52.4K$1.82KAdded$1.82K
Geneos Wealth Management Inc.1.15K$52.4K$1.82KAdded$1.82K
WHITTIER TRUST CO1K$46.4K$1.37KAdded$1.37K
Glass Jacobson Investment Advisors llc1K$45.6K$1.58KAdded$1.58K
Colonial Trust Advisors992$45.2K$1.57KCut−$7.32K
TD Waterhouse Canada Inc.958$44.3K$2.2KAdded$268
Evelyn Partners Investment Management LLP950$43.3K$1.5KAdded$1.5K
City State Bank913$41.6K$1.44KAdded$1.44K
EFG International AG828$37.7K$827Added$14.7K
Arlington Trust Co LLC765$34.9K$1.21KAdded$1.21K
Rossby Financial, LCC730$33.8K$90Added$32.2K
Steward Partners Investment Advisory, LLC728$33.2K$1.15KCut−$5.89K
Allworth Financial LP625$28.5K$984Cut−$13.9K
Purpose Unlimited Inc.579$26.4K$968Added$968
AE Wealth Management LLC525$23.9K$798Cut−$8.35K
Migdal Insurance & Financial Holdings Ltd.488$22.2K$22.2KAdded$22.1K
Smartleaf Asset Management LLC499$22.2K$110Added$110
Ashton Thomas Private Wealth, LLC468$21.3K$739Cut−$330.3K
CALDWELL SUTTER CAPITAL, INC.465$21.2K$734Added$734
RICHARDSON FINANCIAL SERVICES INC.383$17.4KNew
Tower View Wealth Management LLC346$15.8K$547Added$547
BANK HAPOALIM BM335.6K$15.3KNew
AdvisorNet Financial, Inc300$13.7K$474Added$474
Frazier Financial Advisors, LLC278$12.7KNew
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC242$11.2K$574Added$574
Miller Capital Partners, Inc.230$10.5K$363Added$363
Tower Research Capital LLC (TRC)193$8.79K$305Cut−$4.71K
FINANCIAL CONSULATE, INC162$7.38K$256Added$256
HARBOR INVESTMENT ADVISORY, LLC139$6.33K$220Added$220
BARTLETT & CO. WEALTH MANAGEMENT LLC135$6.27K$330Added$330
CSM Advisors, LLC136.9K$6.24K$211Added$450
Thrivent Financial for Lutherans130.5K$5.95K$172Added$119
Root Financial Partners, LLC128$5.83K$202Cut−$1.34K
NewEdge Advisors, LLC5.81K$5.81K−$249.8KCut−$1.45M

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.