13F

Stock

Ishares Tr

Ticker not mapped · held by 17 managers

Reported value

$51.1M

Holders

17

+7 new · −2 exited

Holders’ est. mark

−$32.2K

Price effect on 10 books still in the name

Largest holder

$39.2M

HM PAYSON & CO

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
HM PAYSON & CO1.55M$39.2M−$16.6KAdded$32.9M
Beaumont Financial Advisors, LLC141K$3.56MNew
Treasure Coast Financial Planning72K$1.82M−$4.54KAdded$84.1K
HighTower Advisors, LLC67K$1.69M−$4KAdded$166.8K
ROYAL BANK OF CANADA43.8K$1.1M−$2.58KAdded$96K
Spinnaker Investment Group, LLC40.4K$1.02M−$2.69KCut−$70.7K
OSAIC HOLDINGS, INC.23.6K$596.2KNew
RFP Financial Group LLC16.3K$412.8K−$1.08KCut−$82.5K
Citadel15.8K$399.4KNew
Synergy Asset Management, LLC14.9K$376.9KNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP11.2K$282.1KNew
Strategic Blueprint, LLC10K$252.5K−$664Cut−$664
Advisory Services Network, LLC9.12K$230.3KNew
WELLS FARGO & COMPANY/MN3.33K$84K$2Added$84K
UBS Group AG621$15.7K−$8Added$12.9K
Sunbelt Securities, Inc.126$3.18K−$9Cut−$9
Clearstead Trust, LLC123$3.11KNew

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.