13F

Stock

Ishares Tr

Ticker not mapped · held by 16 managers

Reported value

$16.5M

Holders

16

+5 new · −2 exited

Holders’ est. mark

$89.9K

Price effect on 11 books still in the name

Largest holder

$5.92M

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, LLC225.7K$5.92M$35.9KAdded$1.36M
Yoder Wealth Management, Inc.143.7K$3.77M$26.6KAdded$391.5K
CENTRAL TRUST Co66.6K$1.75M$8.52KAdded$664K
Tower Research Capital LLC (TRC)32.3K$847.5KNew
JANE STREET GROUP, LLC23.7K$622.2K$4.86KCut−$477.1K
Bradley & Co. Private Wealth Management, LLC22.7K$596.5K$1.54KAdded$401.7K
ARK & TLK INVESTMENTS, LLC19.2K$502.3K$3.93KAdded$3.93K
RAYMOND JAMES FINANCIAL INC18.8K$492.7KNew
LPL Financial LLC17.3K$454.6K$3.29KAdded$37.7K
OSAIC HOLDINGS, INC.17.1K$448.2K$1.72KAdded$229.5K
JIM SAULNIER & ASSOCIATES, LLC14.1K$368.8K$2.88KAdded$2.88K
4Thought Financial Group Inc.13.4K$351.1KNew
Citadel10.9K$285.7KNew
Steward Partners Investment Advisory, LLC2.97K$77.9K$589Added$3.16K
Asset Dedication, LLC759$19.9KNew
FLOW TRADERS U.S. LLC8.91K$234$2Cut−$71

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.