13F

Stock

Ishares Tr

Ticker not mapped · held by 7 managers

Reported value

$4.05M

Holders

7

+4 new · −0 exited

Holders’ est. mark

$26.3K

Price effect on 3 books still in the name

Largest holder

$1.85M

HighTower Advisors, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
HighTower Advisors, LLC72.8K$1.85M$14.5KAdded$215.9K
Treasure Coast Financial Planning37.1K$945.2K$8.31KCut−$56.5K
Creative Planning15.7K$399.7K$3.51KCut−$32.4K
Integrated Wealth Concepts LLC13.4K$340.4KNew
Citadel10.9K$278.8KNew
DAVENPORT & Co LLC8.99K$228.9KNew
Advisory Services Network, LLC200$5.09KNew

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.