SGOV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns SGOV? 81 Institutions Hold $877M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (SGOV)? 81 institutions reported holding $877.30M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($216.7M), CX Institutional ($194.6M), Farther Finance Advisors, LLC ($160.4M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$216.7M	2.2M	Trimmed
2	CX Institutional	$194.6M	1.9M	Added
3	Farther Finance Advisors, LLC	$160.4M	1.6M	Added
4	TITLEIST ASSET MANAGEMENT, LLC	$72.6M	721,261	Added
5	Bangor Savings Bank	$33.6M	333,848	Trimmed
6	Castle Rock Wealth Management, LLC	$22.4M	222,619	Added
7	STABLEFORD CAPITAL II LLC	$16.7M	166,137	Added
8	Worth Asset Management, LLC	$14.4M	142,536	Trimmed
9	Dominguez Wealth Management Solutions, Inc.	$13.9M	137,763	Trimmed
10	RTD Financial Advisors, Inc.	$13.3M	131,939	New
11	Capital Advisors Wealth Management, LLC	$9.4M	92,926	Added
12	TOTH FINANCIAL ADVISORY CORP	$8.5M	84,467	Trimmed
13	Lake Hills Wealth Management, LLC	$8.1M	80,633	New
14	BOYUM WEALTH ARCHITECTS LLC	$8.1M	80,324	Added
15	Emprise Bank	$6.8M	67,950	Trimmed
16	Invariant Investment Management	$6.0M	59,727	Hold
17	Baring Financial LLC	$5.7M	56,480	Trimmed
18	Midwest Financial Partners Investments, Inc.	$5.5M	55,048	Added
19	ARMSTRONG ADVISORY GROUP, INC	$5.3M	53,099	Added
20	Ridgewood Investments LLC	$5.2M	51,189	Trimmed
21	Tactive Advisors, LLC	$4.2M	41,507	Added
22	Wedmont Private Capital	$3.6M	36,122	Added
23	First Heartland Consultants, Inc.	$3.5M	34,355	Added
24	Seven Bridges Advisors LLC	$3.2M	31,623	Trimmed
25	Successful Portfolios LLC	$2.9M	29,365	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30