13F

Stock

Ishares Tr

Ticker not mapped · held by 85 managers

Reported value

$161.8M

Holders

85

+23 new · −15 exited

Holders’ est. mark

−$8.69M

Price effect on 62 books still in the name

Largest holder

$29.8M

LPL Financial LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC1.04M$29.8M−$1.8MAdded$8.34M
VICTORY CAPITAL MANAGEMENT INC689K$19.7MNew
ENVESTNET ASSET MANAGEMENT INC677.1K$19.4M−$631.3KAdded$11.8M
RAYMOND JAMES FINANCIAL INC426.4K$12.2M−$948.6KAdded$853.7K
BlackRock, Inc.420.2K$12M−$1.1MCut−$1.52M
Goodman Advisory Group, LLC383.3K$11M−$1MCut−$1.22M
INDEPENDENT FINANCIAL GROUP, LLC294.8K$8.44M−$185.6KAdded$6.22M
Cetera Investment Advisers127.1K$3.64M−$246.3KAdded$690.5K
Horizon Investments, LLC125.6K$3.59M−$163.3KAdded$1.64M
Clear Creek Financial Management, LLC103.9K$2.97M−$271.2KCut−$382.6K
IHT Wealth Management, LLC98.7K$2.82MNew
OSAIC HOLDINGS, INC.96.5K$2.76M−$164.9KAdded$790.3K
FOUNDERS FINANCIAL SECURITIES LLC62.9K$1.88M−$76.2KCut−$19.5K
GOLDMAN SACHS GROUP INC59.5K$1.7M−$155.4KCut−$1.82M
OPPENHEIMER & CO INC57.1K$1.63M−$149.1KCut−$396K
Kestra Advisory Services, LLC55.1K$1.58M−$143.9KCut−$146K
ATX Financial Planning, LLC55K$1.57M−$126.5KAdded$59.1K
ROYAL BANK OF CANADA53.2K$1.52MNew
RIA Advisory Group LLC45.8K$1.31M−$119.4KCut−$176.2K
Prospera Financial Services Inc42.7K$1.22M−$110.5KCut−$100.7K
COMMONWEALTH EQUITY SERVICES, LLC39.8K$1.14M−$103.8KCut−$392.8K
Keystone Wealth Services, LLC38.4K$1.1M−$100.1KCut−$261.4K
HighTower Advisors, LLC37.2K$1.06M−$97.1KCut−$4.68M
Core Wealth Partners LLC35.2K$1.01M−$91.9KCut−$91.9K
OpenArc Corporate Advisory, LLC34.6K$989.8KNew
Private Advisor Group, LLC31.9K$913.1K−$81.6KCut−$63.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP31.5K$901K−$82.2KCut−$1.06M
J.W. COLE ADVISORS, INC.31.2K$894.1K−$54.8KAdded$239.2K
&PARTNERS0$812KNew
Insight Wealth Partners, LLC27.5K$786.2K−$71.7KCut−$250.3K
CreativeOne Wealth, LLC27.2K$779.1KNew
BANK OF MONTREAL /CAN/25.3K$725K−$2.2KAdded$698.7K
Savvy Advisors, Inc.22.7K$651K−$57.8KCut−$40.4K
Mariner, LLC20.3K$581.1KNew
Quadrature Capital Ltd20.1K$576.2KNew
Legacy Financial Group LLC18.1K$519K−$33.5KCut−$27.2K
BANK OF AMERICA CORP /DE/17.9K$511.8K−$34.5KAdded$99.2K
LEAVELL INVESTMENT MANAGEMENT, INC.13.6K$388.1K−$35.4KCut−$43.2K
WealthPlan Investment Management, LLC12.6K$360.9K−$25.6KAdded$54.2K
Strategic Financial Concepts, LLC12.3K$351.7KNew
Tranquilli Financial Advisor LLC11.7K$336K−$29.4KCut−$15.6K
Mutual Advisors, LLC11.6K$331.8K−$25.9KAdded$21.4K
Geneos Wealth Management Inc.11.4K$325.9K−$29.7KCut−$2.36M
JANE STREET GROUP, LLC10.8K$309.3K−$28.2KCut−$38.6K
Envestnet Portfolio Solutions, Inc.10.7K$305.8K−$27.9KCut−$533.8K
Realta Investment Advisors10.3K$294.9K−$23.1KAdded$18.7K
HARBOUR INVESTMENTS, INC.9.85K$281.9K−$13.6KAdded$119.5K
SkyOak Wealth, LLC9.44K$270K−$23.1KCut−$5.89K
JPMORGAN CHASE & CO9.46K$261.5KNew
Guardian Capital, LLC9.1K$260.4K−$20.9KAdded$10.6K
Concurrent Investment Advisors, LLC9.09K$260.1K−$20KAdded$21.2K
Focus Partners Advisor Solutions, LLC9.08K$259.9K−$19.5KAdded$26.4K
Qube Research & Technologies Ltd8.93K$255.5K−$23.3KCut−$522.9K
Norris Financial Group, LLC8.78K$251.3K−$22.9KCut−$22.9K
Sunbelt Securities, Inc.7.67K$219.6K−$19.6KCut−$15.7K
LAUREL OAK WEALTH MANAGEMENT, LLC7.38K$211.3K−$18.4KCut−$8.84K
FLAGSHIP HARBOR ADVISORS, LLC7.03K$201.3K−$14.8KAdded$25K
PRIVATE TRUST CO NA6.9K$197.5K−$11.9KAdded$55K
Advisory Services Network, LLC6.42K$183.7KNew
Newbridge Financial Services Group, Inc.5.63K$161K−$14.7KCut−$14.7K
UBS Group AG5.23K$149.7K−$13.6KCut−$470.1K
Tower Research Capital LLC (TRC)4.39K$125.6K−$579Added$118.7K
Steward Partners Investment Advisory, LLC4.07K$116.3K−$10.6KCut−$1.7M
Keating Financial Advisory Services, Inc.3.51K$100.4K−$9.15KCut−$23.2K
AE Wealth Management LLC1.5K$42.9K$4Added$42.8K
Cornerstone Planning Group LLC1.21K$39.2KNew
JONES FINANCIAL COMPANIES LLLP1.36K$37.7KNew
Private Wealth Management Group, LLC1.21K$34.6KNew
CWM, LLC1.21K$34.5KNew
SIMPLEX TRADING, LLC802$23K−$2.09KCut−$75.6K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO681$19.5K−$1.78KCut−$1.78K
CREATIVE FINANCIAL DESIGNS INC /ADV597$17.1KNew
Rockefeller Capital Management L.P.587$16.8KNew
GROUP ONE TRADING LLC400$11.4K−$1.04KCut−$1.04K
MATHER GROUP, LLC.325$9.3KNew
Godfrey Financial Associates, Inc.262$7.5K−$423Added$2.44K
Farther Finance Advisors, LLC175$5.06K−$409Cut−$409
US BANCORP \DE\104$2.98K−$271Cut−$271
Fidelity80$2.27K−$226Cut−$2.41K
Elevated Capital Advisors, LLC22$630New
Kozak & Associates, Inc.9$272New
Cambridge Investment Research Advisors, Inc.8.06K$231New
WELLS FARGO & COMPANY/MN7$197−$22Cut−$3.18K
Financial Perspectives, Inc3$88New
HAZLETT, BURT & WATSON, INC.300$10New

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.