13F

Stock

Ishares Tr

Ticker not mapped · held by 24 managers

Reported value

$27.6M

Holders

24

+7 new · −2 exited

Holders’ est. mark

$149.1K

Price effect on 17 books still in the name

Largest holder

$8.36M

Quantum Financial Advisors, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Quantum Financial Advisors, LLC318.4K$8.36M$53.5KAdded$2.03M
RAYMOND JAMES FINANCIAL INC168.4K$4.42MNew
CENTRAL TRUST Co109.1K$2.86M$17KAdded$858.3K
BlackRock, Inc.100.4K$2.64M$17.8KAdded$524.8K
Robertson Stephens Wealth Management, LLC76K$1.99M$16.4KAdded$58.4K
Citadel43.8K$1.15M$6.91KAdded$332.1K
OSAIC HOLDINGS, INC.42.7K$1.12M$8.29KAdded$136.4K
JIM SAULNIER & ASSOCIATES, LLC27.6K$723.9K$6.07KAdded$6.07K
JANE STREET GROUP, LLC26.1K$685.4K$5.74KCut−$511.3K
ARK & TLK INVESTMENTS, LLC18.5K$485.8K$4.07KAdded$4.07K
Bradley & Co. Private Wealth Management, LLC18.3K$481.5K$788Added$388.3K
MKT Advisors LLC17K$445.4K$3.3KAdded$2.52K
Creative Planning15.5K$407.6K$3.42KAdded$3.42K
Briggs Wealth Management, Inc14.1K$371.2KNew
LPL Financial LLC13.9K$364.4K$3.03KAdded$5.61K
4Thought Financial Group Inc.13.4K$351KNew
Steward Partners Investment Advisory, LLC10.1K$264K$2.16KAdded$8.9K
HighTower Advisors, LLC7.68K$201.7KNew
Tower Research Capital LLC (TRC)3.24K$85.1KNew
Allworth Financial LP1.99K$52.3K$439Added$439
McIlrath & Eck, LLC1.76K$46.2KNew
Parallel Advisors, LLC1.14K$30K$251Added$251
Asset Dedication, LLC764$20.1KNew
PARK AVENUE SECURITIES LLC12.5K$329$3Cut−$56

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.