CMF — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (CMF)? 21 institutions reported holding $42.55M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wedmont Private Capital ($13.1M), Apella Capital, LLC ($12.7M), Thryve Wealth Management LLC ($5.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wedmont Private Capital | $13.1M | 242,626 | Added |
| 2 | Apella Capital, LLC | $12.7M | 236,278 | Added |
| 3 | THRYVE WEALTH MANAGEMENT LLC | $5.3M | 97,938 | Hold |
| 4 | Farther Finance Advisors, LLC | $4.7M | 87,718 | Trimmed |
| 5 | McNaughton Wealth Management, LLC | $1.4M | 24,969 | Added |
| 6 | Vilga Financial Planning LLC | $1.0M | 18,626 | Hold |
| 7 | Boltwood Capital Management | $807,200 | 14,915 | Added |
| 8 | RVW Wealth, LLC | $535,572 | 9,896 | Trimmed |
| 9 | Shira Ridge Wealth Management | $463,159 | 8,558 | Trimmed |
| 10 | ECLECTIC ASSOCIATES INC /ADV | $420,070 | 7,762 | Added |
| 11 | TLWM | $418,239 | 7,728 | Added |
| 12 | Emergent Wealth Advisors, LLC | $351,726 | 6,499 | Hold |
| 13 | Montecito Bank & Trust | $349,074 | 6,450 | Hold |
| 14 | GoalFusion Wealth Management, LLC | $332,838 | 6,150 | Trimmed |
| 15 | Apeiron RIA LLC | $283,289 | 5,220 | Hold |
| 16 | Williams & Novak, LLC | $277,960 | 5,136 | Trimmed |
| 17 | GAMMA Investing LLC | $55,148 | 1,019 | Added |
| 18 | Rosenberg Matthew Hamilton | $28,034 | 518 | Hold |
| 19 | CX Institutional | $0 | 0 | Exited |
| 20 | Nautilus Advisors LLC | $0 | 0 | Exited |
| 21 | Gerald Baker Financial Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30