13F

Stock

Ishares Tr

Ticker not mapped · held by 4 managers

Reported value

$19.9M

Holders

4

+1 new · −2 exited

Holders’ est. mark

−$996.6K

Price effect on 3 books still in the name

Largest holder

$10.7M

BlackRock, Inc.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.400K$10.7M−$562.2KCut−$562.2K
AE Wealth Management LLC315.9K$8.45M−$403.6KAdded$365.6K
OLD MISSION CAPITAL LLC27.5K$736.2K−$30.9KAdded$118.3K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC500$13.4KNew

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.