13F

Stock

Ishares Tr

Ticker not mapped · held by 17 managers

Reported value

$31.6M

Holders

17

+3 new · −2 exited

Holders’ est. mark

$329.7K

Price effect on 14 books still in the name

Largest holder

$10.6M

BlackRock, Inc.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.400K$10.6M$138.2KAdded$138.2K
BIP Wealth, LLC298.2K$7.92M$35.7KAdded$5.21M
J. L. Bainbridge & Co., Inc.153.9K$4.09M$53.2KCut−$24K
JIM SAULNIER & ASSOCIATES, LLC101.6K$2.7M$35.1KAdded$35.1K
FC Advisory LLC67K$1.78M$22.2KAdded$98.7K
Crewe Advisors LLC61.7K$1.64M$21.3KAdded$21.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP20.2K$535.7K$6.96KCut−$80.5K
Farther Finance Advisors, LLC16.9K$448.6KNew
CAPTRUST FINANCIAL ADVISORS14.7K$391.7K$5.09KAdded$5.09K
ENVESTNET ASSET MANAGEMENT INC14.6K$387.8KNew
Grantvest Financial Group LLC10.7K$283.7K$3.69KCut−$22.5K
Kovack Advisors, Inc.10.2K$270.4K$3.52KAdded$3.52K
Blue Sky Capital Consultants Group, Inc.8.43K$223.9K$2.65KAdded$22.8K
Pinnacle Wealth Planning Services, Inc.5.5K$146.1K$1.9KAdded$1.9K
JPMORGAN CHASE & CO5.21K$138.4KNew
Parallel Advisors, LLC600$15.9K$207Added$207
IFP Advisors, Inc155$4.12K$18Added$2.81K

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.