31 institutions reported holding $175.5M of ISHARES TR (EFNL) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($143.2M), Marotta Asset Management ($11.2M), Moran Wealth Management, LLC ($8.6M), Arlington Capital Management, Inc. ($3.7M), ZACKS INVESTMENT MANAGEMENT ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $143.2M | 2.7M | New |
| 2 | Marotta Asset Management | $11.2M | 213,811 | Trimmed |
| 3 | Moran Wealth Management, LLC | $8.6M | 160,238 | New |
| 4 | Arlington Capital Management, Inc. | $3.7M | 68,307 | Trimmed |
| 5 | ZACKS INVESTMENT MANAGEMENT | $2.4M | 43,971 | Trimmed |
| 6 | JANE STREET GROUP, LLC | $1.6M | 30,757 | Added |
| 7 | Hilltop Holdings Inc. | $1.6M | 29,036 | New |
| 8 | GOLDMAN SACHS GROUP INC | $652,792 | 12,204 | New |
| 9 | CITADEL ADVISORS LLC | $508,155 | 9,500 | New |
| 10 | HighTower Advisors, LLC | $438,071 | 8,190 | Added |
| 11 | Idaho Trust Co | $362,068 | 6,769 | Trimmed |
| 12 | LPL Financial LLC | $325,618 | 6,087 | Added |
| 13 | Lunt Capital Management, Inc. | $261,192 | 4,883 | Trimmed |
| 14 | IFP Advisors, Inc | $230,916 | 4,317 | Added |
| 15 | OSAIC HOLDINGS, INC. | $221,907 | 4,147 | Added |
| 16 | MORGAN STANLEY | $199,047 | 3,721 | Trimmed |
| 17 | PRIVATE TRUST CO NA | $33,110 | 619 | New |
| 18 | HARBOUR INVESTMENTS, INC. | $20,112 | 376 | Trimmed |
| 19 | NBT BANK N A /NY | $14,763 | 276 | Hold |
| 20 | Royal Bank of Canada | $6,000 | 105 | New |
| 21 | FIFTH THIRD BANCORP | $5,509 | 103 | New |
| 22 | Aptus Capital Advisors, LLC | $5,349 | 100 | Trimmed |
| 23 | UBS Group AG | $4,814 | 90 | Trimmed |
| 24 | FMR LLC | $1,765 | 33 | New |
| 25 | Covestor Ltd | $1,000 | 12 | Added |
Source: SEC Form 13F filings · as of 2026-06-30