13F

Stock

Ishares Tr

Ticker not mapped · held by 6 managers

Reported value

$169.3K

Holders

6

+1 new · −3 exited

Holders’ est. mark

−$1.47K

Price effect on 5 books still in the name

Largest holder

$60.1K

Sunbelt Securities, Inc.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Sunbelt Securities, Inc.1.68K$60.1K−$639Cut−$34.5K
MAI Capital Management1.45K$51.8K−$226Added$30.5K
Geneos Wealth Management Inc.1.25K$44.8K−$475Cut−$475
OSAIC HOLDINGS, INC.339$12.1K−$129Cut−$129
Farther Finance Advisors, LLC10$361New
Capital Advisors, Ltd. LLC1.48K$53$0Held

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.