13F

Stock

Ishares Tr

Ticker not mapped · held by 14 managers

Reported value

$195.9M

Holders

14

+3 new · −5 exited

Holders’ est. mark

−$3.24M

Price effect on 11 books still in the name

Largest holder

$184M

Balentine LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Balentine LLC6.66M$184M−$3.09MCut−$1.17M
Advocacy Wealth Management, LLC143.2K$3.96M−$67.1KCut−$67.1K
NATIONAL BANK OF CANADA /FI/123.2K$3.4M−$34.1KAdded$1.36M
Empire Life Investments Inc.57.2K$1.6M−$3.87KAdded$948K
SUSQUEHANNA INTERNATIONAL GROUP, LLP46.1K$1.28M−$21.6KCut−$604.2K
Citadel24.3K$671.8K−$11.4KCut−$399.2K
Ameliora Wealth Management Ltd.13K$359.2K−$6.89KCut−$6.89K
ROYAL BANK OF CANADA10.2K$283K−$4.82KCut−$201K
HB Wealth Management, LLC9.66K$267KNew
MORGAN STANLEY2.21K$61.1K−$780Added$14.3K
Ameritas Advisory Services, LLC900$24.9KNew
UBS Group AG81$2.24K−$38Cut−$4.76K
Sunbelt Securities, Inc.39$1.08K−$19Cut−$19
FLOW TRADERS U.S. LLC27.1K$748New

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.