Who Owns ISHARES U S ETF TR (COMT)? -- Institutional Holders (2026-06-30)
190 institutions reported holding $410.0M of ISHARES U S ETF TR (COMT) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($110.4M), Treasurer of the State of North Carolina ($89.5M), Tradewinds Capital Management, LLC ($37.2M), Proficio Capital Partners LLC ($15.2M), MORGAN STANLEY ($11.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $110.4M | 3.6M | Added |
| 2 | Treasurer of the State of North Carolina | $89.5M | 2.9M | New |
| 3 | Tradewinds Capital Management, LLC | $37.2M | 1.2M | Trimmed |
| 4 | Proficio Capital Partners LLC | $15.2M | 501,245 | Added |
| 5 | MORGAN STANLEY | $11.7M | 384,975 | Trimmed |
| 6 | ASSETMARK, INC | $8.0M | 262,635 | Trimmed |
| 7 | Focus Partners Wealth | $6.8M | 225,038 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $6.8M | 224,484 | Trimmed |
| 9 | UBS Group AG | $6.8M | 224,214 | Trimmed |
| 10 | VCI Wealth Management LLC | $6.8M | 222,780 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.1M | 201,415 | Trimmed |
| 12 | NWAM LLC | $5.6M | 184,572 | Trimmed |
| 13 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $5.2M | 170,957 | Trimmed |
| 14 | Chicago Wealth Management, Inc. | $4.7M | 153,213 | Added |
| 15 | Vontobel Holding Ltd. | $3.4M | 113,100 | Trimmed |
| 16 | HANCOCK WHITNEY CORP | $3.2M | 106,051 | Trimmed |
| 17 | WEALTH ALLIANCE, LLC | $3.2M | 104,163 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $3.1M | 103,366 | Trimmed |
| 19 | Avior Wealth Management, LLC | $2.8M | 92,901 | Trimmed |
| 20 | Evolution Wealth Advisors, LLC | $2.8M | 92,201 | Added |
| 21 | NewEdge Advisors, LLC | $2.6M | 85,046 | Added |
| 22 | LPL Financial LLC | $2.6M | 84,273 | Trimmed |
| 23 | Trek Financial, LLC | $2.6M | 84,157 | Added |
| 24 | HSBC HOLDINGS PLC | $2.6M | 84,119 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 81,027 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30