Stock

Ishares Tr

Ticker not mapped · held by 24 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$9.14M

Holders

+12 new · −1 exited

Holders’ est. mark

$299.6K

Price effect on 12 books still in the name

Largest holder

$2M

WealthBridge Capital Management, LLC

Notable conviction

Share of each notable manager’s 13F book.

Citadel0.0% · $548.6K

Holder count by quarter

Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
WealthBridge Capital Management, LLC	60.1K	$2M	$127.2K	Added$130.5K
WealthCare Investment Partners, LLC	29K	$1M	$47.3K	Added$390.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP	22.4K	$747.2K	—	New
Summit Financial, LLC	21.5K	$716.8K	—	New
Mascagni Wealth Management, Inc.	21.4K	$714K	$42.4K	Added$89.4K
Steward Partners Investment Advisory, LLC	20.4K	$681.2K	—	New
Citadel	16.5K	$548.6K	—	New
COMMONWEALTH EQUITY SERVICES, LLC	15.3K	$510.8K	—	New
Breachway Investments LLC	11.6K	$392.5K	$31.7K	Added$32.2K
TFB Advisors LLC	11.4K	$380.5K	$24.2K	Added$24.2K
Tower Research Capital LLC (TRC)	9.62K	$320.5K	—	New
Allegheny Financial Group	9.12K	$303.9K	—	New
Cetera Investment Advisers	8.64K	$288K	$18.3K	Cut−$80.1K
KESTRA PRIVATE WEALTH SERVICES, LLC	7.13K	$261.2K	—	New
IFP Advisors, Inc	2.97K	$99K	—	New
OSAIC HOLDINGS, INC.	2.14K	$71.4K	$4.54K	Cut−$8.54K
ROYAL BANK OF CANADA	1.21K	$40K	$604	Added$31K
Provenance Wealth Advisors, LLC	540	$18K	$1.15K	Added$1.15K
HHM Wealth Advisors, LLC	469	$15.6K	$995	Added$995
Farther Finance Advisors, LLC	400	$13.6K	$1.1K	Added$1.1K
Sunbelt Securities, Inc.	296	$9.86K	—	New
MORGAN STANLEY	130	$4.33K	—	New
Arax Advisory Partners	46	$1.52K	$65	Added$98
Cambridge Investment Research Advisors, Inc.	9.14K	$305	—	New

Who left

BlackRock, Inc.$2.71M

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.