13F

Stock

Ishares Tr

Ticker not mapped · held by 247 managers

Reported value

$1.46B

Holders

247

+15 new · −23 exited

Holders’ est. mark

$1.78M

Price effect on 228 books still in the name

Largest holder

$120M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.38M$120M−$494.2KAdded$719K
Allspring Global Investments Holdings, LLC2.08M$104.9M−$436.2KCut−$436.2K
LJI Wealth Management, LLC1.37M$69.1M−$274.7KAdded$2.72M
UBS Group AG1.16M$58.5M−$237KAdded$1.28M
LPL Financial LLC1.11M$55.9M−$232.6KCut−$2.49M
MAI Capital Management1.08M$54.7M−$216.4KAdded$2.46M
World Investment Advisors1.03M$52.1M−$208.8KAdded$1.71M
Bramshill Investments, LLC997K$50.3M−$209.4KCut−$250.6K
FARMERS & MERCHANTS INVESTMENTS INC971K$49M−$203.3KCut−$68.7K
AMERIPRISE FINANCIAL INC828.1K$41.8M−$158.2KAdded$720.2K
ROYAL BANK OF CANADA787.8K$39.8M−$144.5KAdded$4.92M
Crews Bank & Trust759.6K$38.4M−$154.6KAdded$1.02M
RAYMOND JAMES FINANCIAL INC728K$36.8M−$142.5KAdded$2.36M
BANK OF AMERICA CORP /DE/595.9K$30.1M−$123.7KAdded$213.3K
VOISARD ASSET MANAGEMENT GROUP, INC.530K$26.8M−$111.3KCut−$16.3M
Wiser Wealth Management, Inc491.4K$24.8M−$97.2KAdded$1.34M
CREATIVE FINANCIAL DESIGNS INC /ADV469.6K$23.7M−$98.6KCut−$1.06M
GREENUP STREET WEALTH MANAGEMENT LLC458.3K$23.1M−$96.2KCut−$497.8K
Vestmark Advisory Solutions, Inc.397K$20M−$79.4KAdded$853K
CAMDEN NATIONAL BANK379.9K$19.2M−$74.2KAdded$1.27M
Allianz Asset Management GmbH359.3K$18.1M−$75.5KCut−$158.3K
Corient Private Wealth LLC360.6K$17.8M−$433.7KCut−$3.2M
Colonial Trust Advisors313.2K$15.8M−$61.5KAdded$964.3K
Cetera Investment Advisers296.6K$15M−$61.5KAdded$108.6K
Global Wealth Management Investment Advisory, Inc.265K$13.4M−$54.3KAdded$268.2K
STIFEL FINANCIAL CORP255.7K$12.9M−$47.9KAdded$1.34M
Waterloo Capital, L.P.242K$12.2M−$43.5KAdded$1.72M
WELLS FARGO & COMPANY/MN234.9K$11.9M−$47.7KAdded$336.5K
INTEGRAL INVESTMENT ADVISORS, INC.229.4K$11.6M−$44.1KAdded$924.4K
Financiere des Professionnels - Fonds d'investissement inc.217.3K$11M−$45.6KCut−$11.1M
ENVESTNET ASSET MANAGEMENT INC216.1K$10.9M−$39.8KAdded$1.31M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO200.9K$10.1M−$36.4KAdded$1.37M
HighTower Advisors, LLC194.4K$9.82M−$40.6KCut−$295K
Colonial Trust Co / SC192.5K$9.72M−$37.7KAdded$628.3K
COMMONWEALTH EQUITY SERVICES, LLC191K$9.64M−$32.3KAdded$1.83M
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC179.8K$9.08MHeld
PFG Advisors164.2K$8.29MNew
GFS Advisors, LLC575.3K$8.27MNew
LaSalle St. Investment Advisors, LLC159.9K$8.07M$7.91MAdded$8.07M
Saiph Capital, LLC149.4K$7.55M−$31.4KCut−$337.3K
ALTERNA WEALTH MANAGEMENT, INC147K$7.42M−$30.9KCut−$136.4K
JPMORGAN CHASE & CO143.6K$7.23M−$43.8KAdded$182.9K
Summit Financial, LLC135.4K$6.84M−$28.4KCut−$186K
Ifrah Financial Services, Inc.133.1K$6.72M−$28KCut−$1.72M
SCOTIA CAPITAL INC.130.4K$6.58M−$27.4KCut−$314.4K
Federation des caisses Desjardins du Quebec129.4K$6.53M−$27.2KCut−$50.2K
NDWM LLC128.7K$6.5M−$7.52KAdded$4.68M
Financial Engines Advisors L.L.C.123.8K$6.25M−$26KCut−$607.3K
MML INVESTORS SERVICES, LLC122.1K$6.17M−$25.6KCut−$1.4M
Private Advisor Group, LLC119.6K$6.04M−$23.7KAdded$325.9K
BlackRock, Inc.113.3K$5.72M−$698Added$5.55M
LOOMIS SAYLES & CO L P112.8K$5.69M−$23.7KCut−$3.03M
ASSETMARK, INC108.9K$5.5M−$2.91KAdded$4.8M
PRINCIPAL SECURITIES, INC.107.5K$5.43M−$22.3KAdded$45.5K
Waverly Advisors, LLC106.7K$5.39M−$21.7KAdded$146.2K
Lido Advisors, LLC103.9K$5.25M−$35KAdded$3.34K
Sanctuary Advisors, LLC103.8K$5.24M−$18.3KAdded$815.1K
River Wealth Advisors LLC103.1K$5.21M−$21.7KCut−$273.4K
JT Stratford LLC101.2K$5.11M−$21.1KAdded$22.8K
Quantinno Capital Management LP100.8K$5.09M−$19.8KAdded$299K
Kathmere Capital Management, LLC100.3K$5.06M−$19.7KAdded$302.7K
DecisionPoint Financial, LLC96.2K$4.86M−$19.6KAdded$114.7K
Rosenberg Matthew Hamilton88.9K$4.49M−$18.7KCut−$69.5K
TIAA TRUST, NATIONAL ASSOCIATION84.1K$4.24M−$17.7KCut−$9.97M
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC81K$4.09M−$17KCut−$17K
Trail Ridge Investment Advisors, LLC80K$4.04M−$16.8KCut−$37.5K
Belpointe Asset Management LLC77.1K$3.89M−$13.5KAdded$628.8K
Townsend Financial Planning, LLC71.5K$3.61M−$14.2KAdded$176.6K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC71.4K$3.6M−$25.7KCut−$796.6K
OSAIC HOLDINGS, INC.69.5K$3.51M−$15KCut−$903.7K
JANE STREET GROUP, LLC68.7K$3.47M−$1.58KAdded$3.08M
JGP Wealth Management, LLC60.7K$3.06M−$11.8KAdded$221.6K
Rockbridge Investment Management, LCC60.4K$3.05M−$12.7KCut−$38.8K
Turn8 Private Wealth Inc.60.1K$3.04M−$9.52KAdded$656.4K
IFP Advisors, Inc59.7K$3.01M−$11.6KAdded$218K
TD Waterhouse Canada Inc.58.4K$2.92M−$34.1KAdded$164.3K
GOLDMAN SACHS GROUP INC57K$2.88M−$12KCut−$255.2K
JONES FINANCIAL COMPANIES LLLP56.8K$2.86M−$23KCut−$166.5K
Sugar Maple Asset Management, LLC56.5K$2.85M−$11.8KCut−$626.8K
Fonville Wealth Management LLC55.5K$2.8M−$11.6KCut−$152.2K
Obsido Oy54.9K$2.77M−$11.5KCut−$51.5K
Citadel52.9K$2.67MNew
Life Planning Partners, Inc49.9K$2.52M−$9.99KAdded$118.9K
Portus Wealth Advisors, LLC49.8K$2.52M−$9.48KAdded$226.3K
Mariner, LLC45.4K$2.29M−$9.51KCut−$196.1K
Topor & Co. Korea42.6K$2.15M−$8.85KAdded$12.7K
American Wealth Advisors, LLC42.2K$2.13M−$8.89KCut−$12.5K
Argent Advisors, Inc.41.9K$2.12M−$8.83KCut−$13.1K
BANK OF MONTREAL /CAN/40.9K$2.07M−$8.47KAdded$13.1K
VISTA INVESTMENT MANAGEMENT40.7K$2.06M−$8.55KCut−$122.7K
Charter Oak Capital Management, LLC39.9K$2.01M−$8.38KCut−$922.5K
Bank Julius Baer & Co. Ltd, Zurich38.7K$1.95M−$6.74KAdded$329.2K
Laurel Wealth Advisors LLC38.6K$1.94M−$11.5KCut−$91.5K
StoneX Group Inc.37.7K$1.9M−$10.1KAdded$612K
Biondo Investment Advisors, LLC34.9K$1.76M−$6.82KAdded$116K
Cosner Financial Group, LLC32.6K$1.64M−$6.84KCut−$6.84K
Curi Capital, LLC32.5K$1.64M−$6.82KCut−$13K
IPG Investment Advisors LLC32.3K$1.63M−$4.33KAdded$587K
CAPITAL FINANCIAL GROUP INC\CO\ /ADV32.1K$1.62M−$6.74KCut−$216K
OFC FINANCIAL PLANNING, LLC31.6K$1.59M−$6.63KCut−$10.9K
Sigma Planning Corp30.3K$1.53M−$6.13KAdded$39K
Equitable Holdings, Inc.29.5K$1.49M$0Added$266.7K
Stratos Wealth Partners, LTD.29.2K$1.47M−$6.1KCut−$121.4K
London & Capital Asset Management Ltd26.9K$1.36M−$6.05KCut−$6.05K
American Money Management, LLC26.4K$1.33M−$5.57KCut−$5.88K
Baird Financial Group, Inc.26K$1.31M−$5.45KCut−$80.6K
CARY STREET PARTNERS FINANCIAL LLC25.8K$1.3M−$5.42KCut−$59.2K
FIFTH THIRD BANCORP24.9K$1.26MNew
Garden State Investment Advisory Services LLC24.1K$1.22M−$5.07KCut−$7.96K
Savant Capital, LLC23.9K$1.21M−$5.04KCut−$101.1K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC23.5K$1.18M−$8.93KCut−$24.3K
Integrated Wealth Concepts LLC23.1K$1.17M−$4.56KAdded$58.1K
Wescott Financial Advisory Group, LLC22.7K$1.14M−$4.74KAdded$1.92K
Private Wealth Group, LLC22.4K$1.13M−$4.7KCut−$4.7K
Arkadios Wealth Advisors22.2K$1.12M−$3.87KAdded$181.2K
CLUNE & ASSOCIATES, LTD.21.1K$1.07M−$4.42KCut−$171.2K
Private Wealth Management Group, LLC21K$1.06M−$4.12KAdded$64.4K
City Center Advisors, LLC20.8K$1.05M−$4.39KCut−$230.2K
Mutual Advisors, LLC20.5K$1.04M−$4.31KCut−$42.2K
Elevation Capital Advisory, LLC20.2K$1.02MNew
Rothschild Wealth LLC19.8K$997.4K−$4.15KCut−$12.3K
FC Advisory LLC19.5K$983.3K−$4.11KCut−$24.4K
Rehmann Capital Advisory Group18.5K$934.9K−$3.87KCut−$121K
Fortis Capital Management LLC17.2K$868.9K−$3.6KCut−$33.7K
Advisors Capital Management, LLC17K$858.8K−$2.35KAdded$288.3K
MMBG INVESTMENT ADVISORS CO.17K$856.5K−$3.56KCut−$3.56K
SEEDS INVESTOR LLC16.6K$838.9KNew
Stokes Family Office, LLC16.6K$836.1K−$3.48KCut−$3.48K
GeoWealth Management, LLC16.1K$813.4K−$3.38KCut−$5.71K
Vise Technologies, Inc.14.9K$753.4K$0Held
Summa Corp.14.8K$747.3K−$3.11KCut−$3.11K
INSIGNEO ADVISORY SERVICES, LLC14.4K$727.2K−$3.02KCut−$3.13K
4J Wealth Management LLC13.7K$690.2K−$2.87KCut−$2.87K
CIBC WORLD MARKET INC.13.4K$677.7K−$2.8KAdded$1.64K
Advisory Alpha, LLC13K$658.6K−$2.74KCut−$2.74K
BARINGS LLC13K$656.8K−$2.73KCut−$269.6K
Probity Advisors, Inc.12.6K$638.1K−$2.65KCut−$3.57K
Compound Planning, Inc.12.4K$624.3K−$2.6KCut−$2.6K
KELLY FINANCIAL GROUP LLC11.8K$596.5K−$2.48KCut−$23.1K
Pitcairn Wealth Advisors LLC11.7K$592.2K$0Held
Montis Financial, LLC11.7K$589.6K−$2.47KCut−$236.8K
Cedar Point Capital Partners, LLC11.6K$584.7K−$2.28KAdded$36.2K
Rialto Wealth Management, LLC11.5K$579.8K−$2.41KCut−$6.26K
Parallel Advisors, LLC11.4K$574.4K−$2.09KAdded$70.2K
Wolff Financial Management LLC11.1K$561.4K−$2.36KCut−$9.41K
BUCKHEAD CAPITAL MANAGEMENT LLC10.8K$546.3K−$2.02KAdded$59.4K
Investment Advisory Group, LLC10.7K$539K−$2.09KAdded$33.2K
Central Pacific Bank - Trust Division10.5K$529.8K−$2.2KCut−$684.2K
Alpha Financial Partners, LLC9.82K$495.7K−$2.06KCut−$6.17K
PETTYJOHN, WOOD & WHITE, INC8.79K$443.8K−$1.78KAdded$13.4K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors8.75K$441.7K−$1.87KCut−$11K
Concurrent Investment Advisors, LLC8.25K$416.3K−$1.23KAdded$117.9K
Valmark Advisers, Inc.8.03K$405.3K−$1.39KAdded$67.2K
Rockefeller Capital Management L.P.7.79K$393.4K−$1.37KAdded$60.8K
PRIVATE TRUST CO NA7.61K$384.3K−$1.6KCut−$24.6K
Apollon Wealth Management, LLC7.11K$359.2K−$1.49KCut−$37.7K
LEVEL FOUR ADVISORY SERVICES, LLC6.98K$352.4K−$1.47KCut−$1.47K
Allworth Financial LP6.91K$348.8K−$1.3KAdded$35.4K
MidAtlantic Capital Management, Inc.6.91K$348.7K−$1.45KCut−$1.45K
Ashton Thomas Private Wealth, LLC6.85K$346K−$1.3KAdded$31.3K
Spire Wealth Management6.82K$344.2K−$1.43KCut−$17.9K
Adalta Capital Management LLC6.6K$333.2K−$1.39KCut−$62.2K
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6.55K$330.8K−$1.38KCut−$1.38K
One Wealth Advisors, LLC6.55K$330.8K−$1.38KCut−$15K
Hoxton Planning & Management, LLC6.5K$328.4K−$1.37KCut−$22.3K
Disciplined Investments, LLC6.4K$323.3K−$1.36KCut−$13.3K
Advisory Services Network, LLC6.19K$312.3K−$1.22KAdded$24.2K
TRUIST FINANCIAL CORP6.17K$311.8K−$1.25KAdded$9.96K
HSBC HOLDINGS PLC6.13K$309.6K−$1.29KCut−$27.1K
Kestra Advisory Services, LLC6.08K$306.8K−$1.12KAdded$30K
Davis Wealth Advisors, LLC6.05K$305.4K−$1.27KCut−$4.36K
INDEPENDENT FINANCIAL GROUP, LLC5.93K$299.5K−$1.18KAdded$15.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP5.49K$277.3K−$1.15KCut−$352.8K
Atria Investments, Inc5.07K$256.1K−$1.07KCut−$1.38M
Boreal Capital Management LLC5.06K$255.5K−$1.06KCut−$1.06K
SEMITAM BONAM LLC4.94K$249.5K−$1.04KCut−$1.04K
MEITAV INVESTMENT HOUSE LTD4.78K$240K−$715Cut−$715
Secure Asset Management, LLC4.66K$235.4K−$963Cut−$54
Weaver Consulting Group4.54K$229.1K−$953Cut−$16.2K
Focus Partners Wealth4.49K$226.9K−$942Cut−$690
NOVEM GROUP4.4K$222.2K−$925Cut−$925
AdvisorNet Financial, Inc4.39K$221.9K−$922Cut−$5.89K
Alhambra Investment Management LLC4.38K$221.2K−$920Cut−$920
HEADINVEST, LLC4.37K$220.7K−$918Cut−$918
LexAurum Advisors, LLC4.36K$220.2KHeld
MGO ONE SEVEN LLC4.29K$216.6KNew
Avior Wealth Management, LLC4.2K$212K−$881Cut−$881
U.S. Capital Wealth Advisors, LLC4.16K$210.2KNew
CreativeOne Wealth, LLC4.15K$209.6KNew
LVZ, Inc.4.1K$207.2K−$862Cut−$3.45K
WESPAC Advisors SoCal, LLC3.97K$200.3K−$834Cut−$160.4K
Snowden Capital Advisors LLC3.96K$200.1K−$833Cut−$833
HARBOUR INVESTMENTS, INC.3.66K$184.9K−$613Added$33.9K
Tower Research Capital LLC (TRC)3.6K$181.8K−$35Added$173.4K
FRANKLIN RESOURCES INC3.35K$169.1K−$703Cut−$10.8K
CFG Wealth Management Services, Inc.3.2K$161.6K−$672Cut−$672
PITTENGER & ANDERSON INC3.17K$160.1K−$441Added$53.6K
Archer Investment Corp2.91K$146.8K−$611Cut−$611
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.8K$141.4KNew
Sunbelt Securities, Inc.2.67K$134.9K−$561Cut−$561
PlanVest Financial, Inc2.34K$118.1KHeld
NATIONAL BANK OF CANADA /FI/2.16K$109K−$497Cut−$497
Pinnacle Wealth Planning Services, Inc.2.07K$104.6K−$435Cut−$435
LRI Investments, LLC1.96K$99K−$412Cut−$412
CITIGROUP INC1.94K$98.1K−$407Cut−$407
VALLEY WEALTH MANAGERS, INC.1.47K$74.3K−$309Cut−$7.76K
Godfrey Financial Associates, Inc.1.45K$73.2K−$304Cut−$304
Western Wealth Management, LLC1.36K$68.6KNew
Triumph Capital Management1.35K$68.1K−$306Cut−$55K
Medallion Wealth Advisors, LLC1.33K$67K−$279Cut−$279
Atlantic Edge Private Wealth Management, LLC1.3K$65.6K−$273Cut−$273
NBT BANK N A /NY1.15K$57.8K−$55.5KCut−$241
Meramec Financial Planners, LLC1.02K$51.7K−$184Cut−$184
MRP Capital Investments, LLC885$44.7K−$186Cut−$186
AE Wealth Management LLC846$42.7K−$179Cut−$33.5K
Fidelity813$41.1K−$165Cut−$8.99K
CVA Family Office, LLC607$30.6K−$8Added$28.6K
Smartleaf Asset Management LLC580$29.2KNew
Farther Finance Advisors, LLC473$23.8K−$33Added$19.5K
NBC SECURITIES, INC.394$19.9K−$67Cut−$16
THOMPSON INVESTMENT MANAGEMENT, INC.354$17.9K−$75Cut−$75
Arax Advisory Partners348$17.6K−$73Cut−$26.7K
Lodestone Wealth Management LLC345$17.4K−$51Added$50
Sound Income Strategies, LLC296$14.9K−$124Cut−$124
MTM Investment Management, LLC279$14.1KNew
Harbor Asset Planning, Inc.229$11.6K−$67Added$34
Larson Financial Group LLC192$9.69K−$40Cut−$40
Capital Investment Advisory Services, LLC175$8.84K−$37Cut−$10.2K
Steward Partners Investment Advisory, LLC163$8.23K−$34Cut−$34
Sierra Capital LLC160.7K$8.11K−$33Cut−$1.1K
Harel Insurance Investments & Financial Services Ltd.102.7K$5.18K−$21Added$119
Aptus Capital Advisors, LLC102$5.15K−$21Cut−$21
Geneos Wealth Management Inc.100$5.05K−$21Cut−$21
Investors Research Corp92$4.64K−$19Cut−$19
BNP PARIBAS FINANCIAL MARKETS80$4.04K−$2Added$3.53K
CALDWELL SUTTER CAPITAL, INC.75$3.79K−$16Cut−$16
Strengthening Families & Communities, LLC64$3.21K−$41Added$9
Cambridge Investment Research Advisors, Inc.54.7K$2.76K−$9Added$383
EPG Wealth Management LLC37$1.87K−$8Cut−$8
Janney Montgomery Scott LLC31.2K$1.57K−$5Added$313
TIAA Wealth Investment Management LLC17$886Held
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12$606−$2Cut−$2
HRT FINANCIAL LP4.55K$229New
EverSource Wealth Advisors, LLC2$101$0Held
HUNTINGTON NATIONAL BANK1$50−$1Cut−$1
Hanson & Doremus Investment Management418$21$0Held
CENTRAL BANK OF BRAZIL0$0New

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.