13F

Stock

Ishares Tr

Ticker not mapped · held by 20 managers

Reported value

$12.5M

Holders

20

+13 new · −1 exited

Holders’ est. mark

$673.1K

Price effect on 7 books still in the name

Largest holder

$2.58M

Steward Partners Investment Advisory, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Steward Partners Investment Advisory, LLC75.5K$2.58MNew
JANE STREET GROUP, LLC72.6K$2.48MNew
Midwest Financial Partners Investments, Inc.55K$1.88M$287.6KAdded$357.5K
GUARDIAN CAPITAL LP49.1K$1.67M$270.5KAdded$24.5K
OLD MISSION CAPITAL LLC28.5K$970.9KNew
Federation des caisses Desjardins du Quebec24.3K$827.5KNew
Citadel17.1K$583.5K$92.9KCut−$1.6K
Advisory Alpha, LLC7.84K$267.4KNew
LVW Advisors, LLC7.82K$266.7KNew
Sanctuary Advisors, LLC6.74K$229.8KNew
4WEALTH ADVISORS, INC.6.61K$218.2KNew
MORGAN STANLEY5.79K$197.5KNew
Glassman Wealth Services4.52K$154.2KNew
Sunbelt Securities, Inc.3.13K$106.8K$17KAdded$16K
N.E.W. Advisory Services LLC790$26.9KNew
Manchester Capital Management LLC520$17.7K$2.82KAdded$2.82K
CoreCap Advisors, LLC406$13.8KNew
ROYAL BANK OF CANADA310$11K$2KAdded$2K
MAI Capital Management44$1.5K$239Added$239
Advisory Services Network, LLC29$989New

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.