18 institutions reported holding $253.6M of iShares MSCI Global Quality Factor ETF (AQLT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Balentine LLC ($203.6M), BROWN ADVISORY INC ($25.5M), Advocacy Wealth Management, LLC ($5.6M), MORGAN STANLEY ($4.7M), NATIONAL BANK OF CANADA /FI/ ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Balentine LLC | $203.6M | 6.5M | Trimmed |
| 2 | BROWN ADVISORY INC | $25.5M | 807,958 | New |
| 3 | Advocacy Wealth Management, LLC | $5.6M | 179,079 | Added |
| 4 | MORGAN STANLEY | $4.7M | 148,859 | Added |
| 5 | NATIONAL BANK OF CANADA /FI/ | $3.8M | 120,483 | Trimmed |
| 6 | Empire Life Investments Inc. | $2.7M | 85,317 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 68,600 | Added |
| 8 | Diversified Trust Co | $1.9M | 60,589 | New |
| 9 | MW ADVISORY, LLC | $1.7M | 53,151 | New |
| 10 | CITADEL ADVISORS LLC | $691,188 | 21,925 | Trimmed |
| 11 | Ameliora Wealth Management Ltd. | $409,732 | 12,997 | Hold |
| 12 | Royal Bank of Canada | $323,000 | 10,249 | Hold |
| 13 | HB Wealth Management, LLC | $304,532 | 9,660 | Hold |
| 14 | JANE STREET GROUP, LLC | $254,912 | 8,086 | New |
| 15 | Federation des caisses Desjardins du Quebec | $1,734 | 55 | New |
| 16 | Ameritas Advisory Services, LLC | $0 | 0 | Exited |
| 17 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 18 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30