Who Owns ISHARES TR (ACWF)? -- Institutional Holders (2026-06-30)
74 institutions reported holding $117.9M of ISHARES TR (ACWF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Goldstone Financial Group, LLC ($19.9M), JPMORGAN CHASE & CO ($14.1M), Waverly Advisors, LLC ($14.0M), AMERIPRISE FINANCIAL INC ($10.6M), Empowered Funds, LLC ($10.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Goldstone Financial Group, LLC | $19.9M | 338,741 | Added |
| 2 | JPMORGAN CHASE & CO | $14.1M | 240,806 | Trimmed |
| 3 | Waverly Advisors, LLC | $14.0M | 237,226 | Trimmed |
| 4 | AMERIPRISE FINANCIAL INC | $10.6M | 180,446 | Added |
| 5 | Empowered Funds, LLC | $10.1M | 172,322 | Added |
| 6 | Ignite Planners, LLC | $5.0M | 84,960 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $3.4M | 57,649 | Added |
| 8 | HSBC HOLDINGS PLC | $2.9M | 49,167 | Added |
| 9 | DAYMARK WEALTH PARTNERS, LLC | $2.4M | 41,261 | Trimmed |
| 10 | 5T Wealth, LLC | $2.4M | 41,242 | Trimmed |
| 11 | 3Chopt Investment Partners, LLC | $2.3M | 38,369 | Trimmed |
| 12 | SHP Wealth Management | $2.1M | 35,499 | Added |
| 13 | Camarda Financial Advisors, LLC | $2.0M | 34,810 | Trimmed |
| 14 | Miracle Mile Advisors, LLC | $1.9M | 32,475 | Trimmed |
| 15 | Creative Planning | $1.9M | 31,850 | Trimmed |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | $1.8M | 30,380 | New |
| 17 | Darwin Wealth Management, LLC | $1.8M | 30,379 | Trimmed |
| 18 | CITADEL ADVISORS LLC | $1.7M | 29,158 | New |
| 19 | LPL Financial LLC | $1.7M | 28,417 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $1.6M | 26,578 | Trimmed |
| 21 | LifeGoal Investments, LLC | $1.4M | 24,288 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $968,780 | 16,473 | Added |
| 23 | Rockefeller Capital Management L.P. | $962,388 | 16,363 | Added |
| 24 | NewEdge Advisors, LLC | $915,603 | 15,568 | Trimmed |
| 25 | Modern Wealth Management, LLC | $890,150 | 15,136 | Added |
Source: SEC Form 13F filings · as of 2026-06-30