13F

Stock

Ishares Tr

Ticker not mapped · held by 5 managers

Reported value

$1.52M

Holders

5

+1 new · −1 exited

Holders’ est. mark

−$9.16K

Price effect on 4 books still in the name

Largest holder

$1.09M

Valmark Advisers, Inc.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Valmark Advisers, Inc.35.6K$1.09M−$6.99KCut−$6.99K
Sunbelt Securities, Inc.6.91K$211.5K−$1.34KCut−$1.31K
Geneos Wealth Management Inc.3.64K$111.4K−$728Cut−$24.1K
Aptus Capital Advisors, LLC2.9K$88.7KNew
AMERIFLEX GROUP, INC.482$14.8K−$95Cut−$95

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.