Who Owns ISHARES TR (KXI)? -- Institutional Holders (2026-06-30)
136 institutions reported holding $722.3M of ISHARES TR (KXI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fisher Asset Management, LLC ($490.4M), BlackRock, Inc. ($97.6M), MORGAN STANLEY ($23.0M), Morningstar Investment Management LLC ($17.5M), LPL Financial LLC ($6.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fisher Asset Management, LLC | $490.4M | 7.3M | Added |
| 2 | BlackRock, Inc. | $97.6M | 1.4M | Trimmed |
| 3 | MORGAN STANLEY | $23.0M | 340,051 | Added |
| 4 | Morningstar Investment Management LLC | $17.5M | 260,487 | Hold |
| 5 | LPL Financial LLC | $6.9M | 102,663 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $6.5M | 96,787 | Trimmed |
| 7 | UBS Group AG | $6.3M | 92,761 | Added |
| 8 | Banco Santander, S.A. | $5.8M | 86,518 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.8M | 70,737 | Added |
| 10 | ICICI Prudential Asset Management Co Ltd | $4.4M | 64,610 | Hold |
| 11 | Creative Planning | $3.8M | 56,554 | Trimmed |
| 12 | NORTHLAND SECURITIES, INC. | $3.6M | 54,033 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $3.4M | 49,691 | Added |
| 14 | Federation des caisses Desjardins du Quebec | $3.2M | 47,531 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $3.1M | 46,612 | Added |
| 16 | GTS SECURITIES LLC | $2.8M | 42,147 | Added |
| 17 | BESSEMER GROUP INC | $2.3M | 33,858 | Trimmed |
| 18 | Royal Bank of Canada | $2.2M | 31,923 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 30,274 | Trimmed |
| 20 | Northstar Financial Companies, Inc. | $1.8M | 26,415 | Added |
| 21 | NATIONAL BANK OF CANADA /FI/ | $1.8M | 26,231 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 19,728 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $1.2M | 18,365 | Trimmed |
| 24 | Y.D. More Investments Ltd | $1.2M | 17,500 | Hold |
| 25 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.2M | 17,098 | Added |
Source: SEC Form 13F filings · as of 2026-06-30